ING Financial Advisers, LLC
Industry: Company
DescriptionParent organization: Voya Retirement Insurance and Annuity Company Subsidiary: ING Financial Advisers, LLC, Asset Management Arm
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ING Financial Advisers, LLC Employees
DEVpirate October 2014 - Present
CPEhr December 2011 - October 2014
Trial Partners, Inc. August 2011 - December 2011
CPEhr April 2008 - August 2011
Compass Benefit Solutions, Inc. September 2007 - February 2008
ING Financial Advisers, LLC July 2005 - September 2007
California Lawyers for the Arts September 2004 - May 2005
Sullivan, Workman & Dee December 2003 - January 2004
Skills
Microsoft Office, Management, Personnel Management, HRIS, PEO, Python, C#, Start-ups, Marketing, Time Management, Analysis, Java, Objective-C, .NET, SQL, HTML5, CSS, JavaScript, MySQL, MAMP, Ruby, Web Development, Front-end Development, Unit Testing
Education
Loyola Law School, Los Angeles 2002 — 2005
J.D., Law
Pepperdine University 2000 — 2002
M.A., Psychology
University of California, Los Angeles 1994 — 1999
B.S., Physiological Science, Philosophy Double Major
Brian Plain, CFP® May 2009 - Present
Wolf Financial Management LLC April 2006 - March 2009
ING Financial Advisers LLC March 2005 - April 2006
MFS Investment Management March 2004 - March 2005
Interactive Data March 2003 - March 2004
Investors Bank & Trust September 2002 - March 2003
Skills
Financial Planning, Retirement Income..., Big Picture Thinking, Term Life Insurance, Long Term Care, Social Security Planning, College Funding, College Financial Aid, Retirement Planning, Saving for Education, Wealth Accumulation, Wealth Management, Investment Advisory, Wealth Preservation..., Insurance Planning, Strategic Financial..., Financial Planners, Retirement, Wealth, Financial Advisory, Portfolio Management, Investments, Securities
Education
Northwestern University 2006 — 2007
Certificate, Certified Financial Planner Certification Education Program
Stonehill College 1998 — 2002
Business Administration, Finance
Voya Financial Partners, LLC September 2014 - Present
ING Financial Advisers, LLC January 2013 - August 2014
ING Financial Advisers, LLC March 2009 - December 2012
Fidelity Investments February 2003 - November 2008
Principal Financial Group October 2001 - February 2003
Putnam Investments 1999 - 2000
Skills
Series 63, Series 7, Mutual Funds, Retirement Planning, 401k, Series 6, Investments, Retirement, IRAs
Education
Eastern Nazarene College 1995 — 1998
BS, Business Administration
Massachusetts College of Liberal Arts 1988 — 1994
NBCUniversal - NBC UNIVERSO February 2010 - Present
ING Financial Advisers, LLC August 2006 - April 2009
Steven G. Segal Insurance Agency, Inc. October 1999 - January 2006
Skills
PowerPoint, Administration, Excel, Word, Time Management, Microsoft Excel, Outlook, Microsoft Word, Customer Service
Education
California State University-Northridge 2004 — 2006
Bachelor of Science, Business Administration - Financial Services Option
Butte College 2002 — 2003
Associate in Arts, Social and Behavioral Science
Voya Financial November 2012 - Present
John Hancock Retirement Plan Services October 2005 - April 2012
ING Financial Advisers, LLC 2002 - October 2005
Great West Life Retirement Plan Services 1998 - 2002
T. Rowe Price 1994 - 1998
Skills
Retirement Planning, Mutual Funds, Retirement, 401k, Investments, Insurance, Fixed Annuities, Series 7, Series 63, Investment Advisory, Pensions, Wealth Management
Education
LICENSES 1993 — 1993
California State University-Los Angeles 1989 — 1993
B.S. Business Administration, Finance
The Guardian Life Insurance Company of America December 2012 - Present
Air Line Pilots Association August 2011 - Present
OptumHealth Financial Services 2007 - November 2010
OptumHealth Financial Services - a division of UnitedHealth Group 2007 - November 2010
ING FINANCIAL ADVISERS, LLC January 1999 - January 2006
ING Financial Services January 1999 - January 2004
Great-West Life January 1997 - January 1999
ICMA-RC January 1993 - January 1997
Aetna Life & Casualty January 1987 - January 1993
Skills
Investments, Pensions, Retirement, Defined Benefit, 401k, Government, Strategic Planning, Problem Solving, Public Speaking, Employee Benefits, Excel, Team Building, Budgeting, Negotiation, Insurance, Management, Program Management, CRM, Business Development, Strategy, Leadership, Product Management, Budgets, Sales Management, Financial Services, Marketing, Mergers & Acquisitions
Education
University of Connecticut 1987 — 1987
M.B.A, Business
Southern Connecticut State University 1982 — 1983
B.S, Parks, Recreation and Leisure Studies
Mitchell 1974 — 1980
Associate's degree, Recreation and Leisure Studies
Charles Schwab September 2011 - Present
ING Financial Partners March 2008 - September 2011
ING Financial Advisers LLC May 2007 - March 2008
ING Financial Advisers LLC September 2002 - April 2007
PREVIOUS FINANCIAL SERVICES EMPLOYERS May 1989 - August 2002
Cambridge Technology Partners and Viant Inc. June 1997 - October 2001
Cambridge Technology Partners 1996 - 1999
Cambridge Technology Partners 1996 - 1999
Education
UMass- School of Law- Dartmouth (formerly Southern New England School of Law) 1995 — 2000
Juris Doctorate, Law
Northeastern University 1981 — 1986
Bachelors of Science - Cum Laude
Voya Financial January 2015 - Present
Voya Financial November 2013 - January 2015
ING US May 2007 - November 2013
American Funds Service Company May 2006 - May 2007
American Funds Distributors, Inc. August 2003 - May 2006
OneAmerica July 2002 - July 2003
ING Financial Advisers, LLC December 2001 - May 2002
ING US October 2000 - October 2001
Skills
Retirement Planning, Series 63, Series 7, Life & Health Insurance...
Education
Indiana Wesleyan University 2009 — 2011
MBA, Human Resources
Brigham Young University 1985 — 1992
B.S., Business Management/Finance
Professional Designation
QKA
Professional Designation
QPFC
Professional Designation
CEBS
Voya Financial Advisors September 2014 - Present
ING Financial Partners January 2014 - September 2014
ING Financial Advisers, LLC May 1999 - December 2013
KatEm Fabrics September 1998 - March 1999
Education
Fashion Institute of Design & Merchandising 1987 — 1989
LPL Retirement Partners March 2012 - Present
Gitterman & Associates Wealth Management LLC August 2009 - March 2012
GuidedChoice August 2009 - August 2010
ING Financial Advisers, LLC May 1997 - August 2009
American Express Financial Advisors May 1983 - May 1997
Skills
Retirement, Investment Advisory, 401k, Mutual Funds, Retirement Planning, Strategic Financial..., Series 7, Wealth Management, Series 63, Financial Advisory, Uniform Combined State..., Wealth Management..., Financial Services, Retirement Plan..., Qualified Retirement..., Investments, Pensions, Securities, Asset Allocation, FINRA, Series 6, Alternative Investments, Investment Management, Series 65, Series 24
Education
DePauw University 1979 — 1983
BA, Economics
DePauw University 1979 — 1983
Bachelor of Arts (B.A.), Economics
Brookstone Capital Management January 2015 - Present
Diamond Advisor Group October 2009 - Present
Diamond Advisory, LLC. October 2009 - December 2013
ING Financial Advisers, LLC June 2007 - October 2009
The Alford Group July 1998 - October 2009
Legend Equities Corp July 2004 - May 2007
ING Financial Partners January 1999 - June 2004
Skills
Investments, Retirement, 401k, Retirement Planning, Strategic Planning, Mutual Funds, Asset Allocation, Fixed Annuities, Microsoft Office, Roth IRA, Financial Planning, Annuities, Insurance, Asset Management, Wealth Management, Estate Planning, Securities, Portfolio Management, Long Term Care, Risk Management, Brokers, Retirement Income..., IRA's, Budgeting, Group Benefits, 403(b), 457(b), Roth 401(k), Roth 403(b), Roth 457(b), Charitable Giving..., Social Security
Education
Davidson County Community College 2012 — 2016
Associate of Applied Science (A.A.S.), Accounting, 4.0
Davidson County Community College 2011 — 2015
Associate of Applied Science (A.A.S.), Business Administration and Management, General, 4.0
Elon University 1990 — 1991
Broadcast Communications
ING Financial Partners, LLC September 1990 - Present
ING 1990 - August 2011
ING Financial Advisers, LLC 1990 - 2010
Education
University of North Texas
Galvin Gaustad & Stein LLC June 2010 - Present
Foothill Securities, Inc. December 2011 - Present
FSC Securities Corp September 2008 - December 2011
AeGIS Financial Group, Inc. September 2008 - June 2010
ING Financial Advisers, LLC May 2000 - September 2008
Skills
Microsoft Excel, Customer Service, Strategic Planning, Process Improvement, Microsoft Office, Program Management, Insurance, Financial Analysis, Finance, Small Business, Banking, Accounting, Investments, Outlook, Analysis
Education
Northern Arizona University, College of Business Administration 1995 — 1999
BSBA, Finance
ING Financial Advisers, LLC September 2006 - Present
ING Financial Advisers, LLC 2000 - 2008
Education
Oregon State University 2000 — 2005
Edgepark Medical Supplies August 2009 - Present
ING Financial Advisers, LLC January 2009 - May 2009
RMG Media Solutions April 2008 - December 2008
Skills
Account Management, CRM, Cold Calling, Direct Sales, Marketing, Sales, Sales Management, Sales Operations, Sales Presentations, Sales Process, Selling, Lead Generation, Product Launch, B2B, Salesforce.com
Education
University of Toledo 2005 — 2009
Bachelor's, Marketing and International Business
Università degli Studi di Torino / University of Turin
Marketing
ING Financial Advisers, LLC 2009 - 2010
Merrill Lynch February 2004 - October 2008
Merrill Lynch May 1997 - August 2003
Towers Perrin January 1996 - May 1997
Kidder Peabody March 1987 - March 1995
Education
California State University-Long Beach 1976 — 1979
Psychology
Compton Community College 1974 — 1976
General Studies
Voya Financial Advisors, Inc. January 2011 - Present
ING Financial Advisers, LLC August 2002 - December 2010
Education
Boston University School of Law Graduate Tax Program
Master's degree, Taxation
Suffolk Law School
Doctor of Law (J.D.), Law (not a practicing attorney)
The George Washington University
Bachelor's degree, Urban Affairs
Prominent Financial Solutions, LLC May 2007 - Present
L. Warner Companies, Inc. November 2014 - November 2014
Health Care Services Corp. / Corporate Call Center, Inc. August 2013 - December 2013
Hodges-Mace Benefits Group, Inc. October 2011 - November 2011
Willis / Innotech Benefit Solutions September 2009 - November 2010
Nation's Enrollment Systems, LLC June 2007 - December 2007
ING Financial Advisers, LLC March 2005 - December 2006
Harris & Whiting Financial Services November 2003 - February 2005
ING Financial Services July 2002 - November 2003
Skills
Client Relationship..., Asset Management, Risk Assessment, Customer Satisfaction, Insurance, Employee Benefits, Strategy, Retirement Planning, Fixed Annuities, Budgets, Strategic Planning, Retirement, Life Insurance, CRM, Training, Sales, Customer Service, 401k, Asset Managment, Management, Disability Insurance, Selling, Financial Services, Human Resources, Project Planning, Risk Management, Small Business, Team Building, Team Leadership, Account Management, Finance, IRAs, Leadership, Long-term Care, New Business Development
Education
Kaplan University
Business Administration / Finance
Morehouse College
Temple University