ING Financial Partners

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ING Financial Partners Employees

Employee
Years
Job
Industry
Stacey Wormley Stacey Wormley Baxter, Iowa Details
Stacey Wormley's ING Financial Partners Experience June 2007 - January 2011
Job COO at Kraner, LLC
Industry Financial Services
Experience
Kraner, LLC   January 2011 - Present
ING Financial Partners   June 2007 - January 2011
LMC  September 2005 - June 2007

Education
AIB College of Business   1998 — 2000
Associate's degree, Business Administration and Management, General

Liz Skoglund Liz Skoglund Boise, Idaho Area Details
Liz Skoglund's ING Financial Partners Experience February 2008 - November 2011
Job Chief Operations Officer at GM2 Success
Industry Financial Services
Experience
GM2 Success   July 2013 - Present
Premier Alliance Financial Companies   November 2011 - July 2013
ING Financial Partners   February 2008 - November 2011
Securian Financial Services, Inc. Member FINRA/SIPC   January 2007 - February 2008
First Security Investment Management   August 1994 - February 2000

Education
Boise State University   1995 — 2000
Masters

The College of Idaho   1988 — 1992
BA

Lizbeth McCall Lizbeth McCall Des Moines, Iowa Area Details
Lizbeth McCall's ING Financial Partners Experience October 2012 - February 2014
Job Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group  February 2014 - Present
ING Financial Partners   October 2012 - February 2014
TD Ameritrade  November 2009 - July 2012
First National Bank  March 2006 - May 2009

Skills
Customer Relations, Banking, Retail, Strategy Development, Investment Strategies, Trading Strategies, Investment Products, Series 7, Series 63, FINRA, Financial Services, Securities, Equities, Problem Solving, People-oriented, Call Center, Mutual Funds, Insurance, Finance, Microsoft Excel, Financial Analysis, Due Diligence, Uniform Combined State..., Fixed Income, Trading, IRAs, Fixed Annuities, Asset Allocation, Call Centers, Investments, Leadership, Retirement Planning

Education
Buena Vista University
Bachelor of Arts Distributive Degree, Emphasis English/Finance

Northwest Missouri State University   1990 — 1993
English/Language Arts Teacher Education

Shane Sweeney Shane Sweeney Greater Chicago Area Details
Shane Sweeney's ING Financial Partners Experience June 2013 - March 2014
Job Regional Sales Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners  October 2015 - Present
PNC  August 2014 - September 2015
ING Financial Partners   June 2013 - March 2014

Education
Eastern Illinois University   2010 — 2013
Bachelor's Degree, Economics

Colorado State University   2009 — 2010
Finance, General

Gloria N. Navarro Gloria N. Navarro Athens, Georgia Area Details
Gloria N. Navarro's ING Financial Partners Experience June 2012 - May 2014
Job Project Accountant at TSAV
Industry Accounting
Experience
Technical Services Audio Visual  April 2014 - Present
ING Financial Partners   June 2012 - May 2014
Southern Communications Resources   January 2012 - June 2012
Compass Investment Partners LLC/Alta Trust Company   March 2008 - November 2010
First National Bank & Trust  August 2007 - February 2008

Skills
Microsoft Office, Financial Analysis, Process Improvement, Customer Service, Microsoft Word, Analysis, Logistics Management, Financial Reporting, Financial Modeling, Cost Accounting, Financial Accounting, Investments, Strategic Planning

Education
Concordia University-Ann Arbor   2003 — 2007
Bachelor's Degree, Business Administration, 3.7 out of 4.0

John Almaguer John Almaguer Greater Los Angeles Area Details
John Almaguer's ING Financial Partners Experience January 2000 - Present
Job Senior Partner with Entertainment Wealth Management
Industry Investment Management
Experience
Entertainment Wealth Management   January 2000 - Present
ING Financial Partners   January 2000 - Present
Los Angeles National Bank   January 2008 - June 2013
US Army  January 1985 - December 1989

Education
University of Redlands
Master of Business Administration (MBA)

California Lutheran University
Bachelor of Business Administration (BBA)

Edward O'Brien Edward O'Brien Philadelphia, Pennsylvania Details
Edward O'Brien's ING Financial Partners Experience January 2012 - October 2014
Job Financial Advisor McAdam Financially Advanced
Industry Financial Services
Experience
McAdam Financial Group  October 2012 - Present
McAdam, Financial Advanced   October 2014 - Present
ING Financial Partners   January 2012 - October 2014
ING Financial Partners   January 2009 - October 2014

Education
Drexel University - College of Business and Administration
Bachelor of Business Administration (B.B.A.), Finance

Sam Macke Sam Macke Ankeny, Iowa Details
Sam Macke's ING Financial Partners Experience November 2001 - October 2012
Job Insurance Agency Director at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors  September 2015 - Present
Zenith Marketing Group  May 2014 - August 2015
Cetera Financial Group  October 2012 - March 2014
ING Financial Partners   November 2001 - October 2012

Education
Iowa State University - College of Business   1990 — 1993
Bachelor's Degree, Business Administration and Management, General

Drake University

Harry G. Williams, CLU Harry G. Williams, CLU Shingle Springs, California Details
Harry G. Williams, CLU's ING Financial Partners Experience 1996 - July 2010
Job Wealth Management Advisor
Industry Investment Management
Experience
Capstone Financial Consultants, LLP   July 2011 - Present
ING Financial Partners   1996 - July 2010
Hicks Pension Services  1980 - 1996

Education
California State University-Sacramento   1963 — 1966
Bachelor of Science, Business Administration and Management, General

Sacramento City College   1960 — 1963
Associate of Arts (A.A.), Accounting and Business/Management

California Military Academy   1967 — 1968
Second Lieut.

Bruce Durrant Bruce Durrant Boise, Idaho Area Details
Bruce Durrant's ING Financial Partners Experience May 2008 - November 2011
Job Owner and Principal at American Tax Planning
Industry Financial Services
Experience
Trusted Financial Solutions   April 2013 - Present
Idaho College Planning   January 2009 - Present
American Tax Planning   October 2009 - Present
AlphStar Capital Management   October 2011 - Present
Blazen D Ranch   March 1997 - Present
Big "D" Ranch Inc.   January 1983 - Present
ING Financial Partners   May 2008 - November 2011
Hewlett-Packard  November 1992 - September 2008
HP  2002 - 2008
Hewlett-Packard  1992 - 2008

Skills
Program Management, Cross-functional Team..., Management, Product Management, Project Management, Strategic Planning, Finance, Process Improvement, Financial Planning, Integration

Education
Brigham Young University   1988 — 1989
Bachelor's degree

Brigham Young University - Idaho   1985 — 1988
Associate of Arts and Sciences (AAS)

Boise State University   1980 — 1981

Kuna High School   1975 — 1979

Greg C. Mayes CFS CLTC Greg C. Mayes CFS CLTC Boise, Idaho Area Details
Greg C. Mayes CFS CLTC's ING Financial Partners Experience February 2008 - October 2012
Job Investment Adviser Representative
Industry Financial Services
Experience
ING Financial Partners   February 2008 - October 2012
Securian Financial Services, Inc. Member FINRA/SIPC   May 2004 - February 2008
WS Griffith Securities Inc   January 1998 - June 2004
MONY Securities Corp   December 1987 - January 1998

Education
Boise State University   1976 — 1979
Communications

Brigham Young University   1971 — 1973
Communications

Savanna Rovira Savanna Rovira Washington, District Of Columbia Details
Savanna Rovira's ING Financial Partners Experience September 2012 - December 2012
Job Business Analyst, Strategy and Operations at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting  August 2014 - Present
LeanIn.Org  May 2014 - August 2014
Kogod Center for Career Development  August 2013 - May 2014
Deloitte  June 2013 - August 2013
RP3 Agency  January 2013 - April 2013
ING Financial Partners   September 2012 - December 2012
KWI  May 2012 - August 2012
No Labels  September 2011 - May 2012
KWI  June 2011 - August 2011

Skills
Microsoft Office, Photoshop, Numara Footprints, Epicor, iMovie, Digital Photography, Customer Service, PC Anywhere, Symantec PC Anywhere, BSD, Social Media, Marketing, Social Media Marketing, Blogging, Teamwork, Leadership, Training, New Business Development, Management

Education
American University   2011 — 2014
Bachelor of Science (B.S.), Business Administration and International Studies, magna cum laude

United Nations University for Peace   2012 — 2012
Summer Study Abroad - International Development Course

Saint Anthony's High School   2007 — 2011

Carol Bruhn Carol Bruhn Des Moines, Iowa Area Details
Carol Bruhn's ING Financial Partners Experience August 2002 - July 2009
Job Associate Help Desk Technician at General Dynamics Information Technology
Industry Financial Services
Experience
General Dynamics Information Technology  March 2014 - Present
Hire Quality   October 2012 - November 2013
ING Financial Partners   August 2002 - July 2009

Skills
Management, Analysis, Customer Service, Microsoft Excel, Research, Microsoft Word, PowerPoint, Project Management, Event Planning, Program Management

Education
Des Moines Area Community College   2009 — 2011
Volunteer Management, Volunteer Management Certification

Northwest Missouri State University   1990 — 1994
Bachelor's degree, Communication and Media Studies

Drake University
Professional Studies towards Certification, Grant Writing and Management

Shawn Swenson, CFP® Shawn Swenson, CFP® Scottsdale, Arizona Details
Shawn Swenson, CFP®'s ING Financial Partners Experience August 2002 - March 2005
Job Certified Financial Planner with 17 years of experience helping individuals plan for retirement.
Industry Financial Services
Experience
Securus Financial Group   March 2005 - Present
ING Financial Partners   August 2002 - March 2005
ING Aetna Financial Services   May 1997 - August 2002

Education
Arizona State University   1992 — 1997
Bachelor of Science (BS), Finance

University of Phoenix   2002 — 2004
CFP® education curriculum

Marc Instrum Marc Instrum Greater Boston Area Details
Marc Instrum's ING Financial Partners Experience May 2013 - September 2014
Job Financial Advisor at McAdam Financially Advanced™
Industry Financial Services
Experience
McAdam Financially Advanced™  May 2013 - Present
ING Financial Partners   May 2013 - September 2014

Education
Bentley University
Bachelor of Science, Finance; Minor in Economics

Bond University
Finance, Study Abroad Program

Shannon Haynie Shannon Haynie Greater Seattle Area Details
Shannon Haynie's ING Financial Partners Experience May 2010 - July 2012
Job
Industry Apparel & Fashion
Experience
zulily  January 2014 - Present
zulily  September 2013 - December 2013
ING Financial Partners   May 2010 - July 2012
ING Investment Management  June 2011 - August 2011
Nordstrom  May 2009 - August 2010

Skills
Cross-functional Team..., Microsoft Word, Microsoft Excel, Customer Service, Marketing, Fashion, Fashion Design, Textile Design, Fashion Illustration, Fashion Blogging, Website Merchandising, Design Patterns, Visual Merchandising, Creative Merchandising, Wardrobe Analysis, Garment Fitting, Garment Manufacturing, Pattern Making, Sewing, Merchandise Planning, Online Retail, Blog Marketing, Merchant Services, Retail Design, Retail Marketing, Wardrobing, Editorial, Social Media Marketing, Social Media Blogging, Merchandising, Marketing Strategy, Advertising, Marketing Communications, Market Research, Web Design, Logo Design, Data Analysis, New Business Development, Public Speaking, Strategic Planning, Team Building, Email Marketing, Corporate Communications, Conflict Resolution, Product Marketing, Graphic Design, Bloomberg Software, Social Networking, Trend Forecasting, Trend Analysis

Education
Arizona State University, W. P. Carey School of Business   2008 — 2012
Bachelor of Arts

The American University of Rome
International Studies

Ethan Ball Ethan Ball Davenport, Iowa Area Details
Ethan Ball's ING Financial Partners Experience December 2013 - May 2014
Job Voya Financial Representatives
Industry Higher Education
Experience
Voya Financial  June 2014 - Present
Coe College Wrestling   April 2014 - Present
ING Financial Partners   December 2013 - May 2014
Coe College  August 2010 - May 2014

Skills
Leadership, Public Speaking, Teaching, Coaching, Training, Lifestyle, Wellness, Fitness, Athletic Training, Program Development, Fundraising, Athletics, Sports, Nutrition, Community Outreach, Financial Planning, Financial Services, Life Insurance, Investments

Education
Coe College   2010 — 2014
Bachelor's degree, Kinesiology and Exercise Science

Coe College
Bachelor's degree

Jerry Mauch Jerry Mauch Greater Seattle Area Details
Jerry Mauch's ING Financial Partners Experience October 2012 - November 2013
Job Financial Advisor at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial  January 2014 - Present
Unaffiliated looking for company   November 2013 - January 2014
ING Financial Partners   October 2012 - November 2013
Unemployed Licensed Financial Advisor   August 2012 - October 2012
Edward Jones  June 2012 - August 2012
Transitioning from the Navy   March 2012 - June 2012
US Navy  August 2008 - March 2012
US Navy  July 1992 - October 2008
Various squadrons   November 1995 - July 2008
JCCS-1  May 2006 - April 2007

Education
Chapman University   2004 — 2012
Organizational Leadership

Menlo Atherton HS   1988 — 1992

Arvin Aloumian Arvin Aloumian Greater Los Angeles Area Details
Arvin Aloumian's ING Financial Partners Experience August 2012 - November 2012
Job Senior Analyst at ACERTAS
Industry Financial Services
Experience
ACERTAS  October 2014 - Present
Peter F. Drucker and Masatoshi Ito Graduate School of Management  September 2014 - January 2015
Informa Research Services  April 2013 - February 2014
ING Financial Partners   August 2012 - November 2012
KeySoftwawreinc   August 2010 - September 2012

Skills
C#, SQL, Databases, C++, XML, Microsoft SQL Server, OOP, ASP.NET, Visual Basic, Financial Analysis, Statistics, R, Finance, .NET, VBA, Visual Studio, Programming, Research, Analysis

Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management   2013 — 2015
Master’s Degree, Financial Engineering

Science and research Universit of Tehran   2005 — 2007
Master of Science (MS), Industrial Engineering and System Management

University of Isfahan   2000 — 2005
Bachelor of Science (B.S.), Applied Mathematics

Marcy Dent Marcy Dent Cedar Rapids, Iowa Details
Marcy Dent's ING Financial Partners Experience June 2006 - May 2010
Job Sr. Manager, Global Benefits at Rockwell Collins
Industry Human Resources
Experience
Rockwell Collins  May 2015 - Present
Rockwell Collins  November 2012 - May 2015
Holmes Murphy & Associates  May 2010 - November 2012
ING Financial Partners   June 2006 - May 2010

Skills
Health Insurance, Employee Benefits, Disability Insurance, Health Care Reform, Public Speaking, Benefits Administration, 401k

Education
Coe College   1989 — 1993
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)

Tzu (Ben) Ngai Tzu (Ben) Ngai Greater Chicago Area Details
Tzu (Ben) Ngai's ING Financial Partners Experience 2013 - 2014
Job Investment Rep / Private Equity & Venture Cap
Industry Financial Services
Experience
Paulson Investments Co   March 2015 - Present
FP Mailing Solutions  January 2015 - March 2015
GoHealth  September 2014 - January 2015
ING Financial Partners   2013 - 2014
DePaul University  September 2009 - October 2013
PSI Resources LLC   March 2013 - September 2013
Southwestern Internship   June 2011 - August 2011
US Army  June 2005 - June 2011

Skills
Critical Thinking, Microsoft Office, PowerPoint, Leadership, Microsoft Excel, Public Speaking, Research, Microsoft Word, Data Analysis, Cpr Certified, Military Experience, Military, Healthcare, Customer Service, Military Operations, Team Leadership, Security Clearance, Leadership Development, Access, Analysis, Time Management, Policy, Data Entry, Teamwork, Networking, Outlook, Statistics, Social Networking, Conflict Resolution, Strategic Planning, Economics, Telephone Skills, Finance, Risk Management, Financial Analysis, Organizational..., Market Research, Financial Modeling, Spreadsheets, Report Writing, Mandarin, Insurance, Strategic Financial..., Ethics, Investments, Sales, Microsoft Office 2007, Financial Planning, Management, Team Building

Education
DePaul University   2009 — 2012
Bachelor of Science (BSc) in Finance, Banking, Corporate, Finance, and Securities Law, 3.6/4.0

College of DuPage   2005 — 2007
Associate’s Degree, Emergency Medical Technology/Technician (EMT Paramedic), 4.0/4.0

University of Illinois at Chicago   2003 — 2005
Associate’s Degree, Computer Science

Danielle Howard, CFP® / Financial Life Planner Danielle Howard, CFP® / Financial Life Planner Basalt, Colorado Details
Danielle Howard, CFP® / Financial Life Planner's ING Financial Partners Experience May 2001 - January 2007
Job Owner at Wealth By Design, LLC
Industry Financial Services
Experience
Wealth By Design, LLC   June 2013 - Present
Wealth By Design, LLC   February 2012 - Present
Cambridge Investment Research  February 2009 - Present
Lighthouse Financial group, LLC  January 2007 - March 2014
Howard Financial Resources   December 1991 - April 2013
Financial Network Investment Corporation, Member SIPC  January 2007 - February 2009
ING Financial Partners   May 2001 - January 2007
Principal Financial Group  January 1991 - May 2001

Skills
Strategic Financial..., Wealth Management, Investments, Financial Advisory, Financial Planners, Holistic Health, Retirement Planning, Series 7, IRAs, Asset Managment, I help you create an..., Facilitate small group..., Walk clients through a..., Help you gain clairty..., Filter through..., Help clients create..., Educate and assist..., Work with a team to..., Discern the proper...

Education
Colorado State University   1980 — 1984
BA, Business

Money Quotient Financial Life Planning
Holistic Financial Life Planning

College for Financial Planning
Certified Financial Planner™ professional, Comprehensive financial planning

Jason Gurzau Jason Gurzau Greater Philadelphia Area Details
Jason Gurzau's ING Financial Partners Experience January 2012 - April 2015
Job Licensed banker with Citizens bank
Industry Financial Services
Experience
Citizens Bank  April 2015 - Present
ING Financial Partners   January 2012 - April 2015
Lexus  January 2012 - March 2012
WTS International  September 2011 - January 2012
Sparkling Pools Services  June 2005 - September 2011
Villeroy & Boch  June 2010 - August 2010

Skills
Series 6, Investments, Securities, Microsoft Excel, Microsoft Office, Fixed Annuities, Product Management, Mutual Funds, Financial Analysis, Social Networking, Financial Modeling, Asset Allocation, Wealth Management, Investment Advisory, Series 65, Series 7, Financial Advisory, Finance, Retirement, Social Media Marketing, Customer Service, Interviews, Financial Planners, Financial Goals, Financial Services

Education
Bloomsburg University of Pennsylvania   2007 — 2011
BS Business Administration, Marketing major

Dan Petersen, CRPC® Dan Petersen, CRPC® Greater New York City Area Details
Dan Petersen, CRPC®'s ING Financial Partners Experience May 2011 - December 2012
Job Regional Portfolio Specialist
Industry Financial Services
Experience
IndexIQ  December 2012 - Present
ING Financial Partners   May 2011 - December 2012
TD Ameritrade  March 2010 - May 2011
Citi  June 2005 - March 2010
AXA Advisors  March 2004 - June 2005
MetLife  May 2003 - March 2004

Skills
CRPC, Series 7, Series 66, ETFs, Alternative Investments, Investment Strategies, Asset Allocation, Mutual Funds, Wealth Management, Retirement Planning, Investment Advisory, Securities, Retirement, Financial Advisory

Education
CW Post Long Island University   2011 — 2012
Financial Planning Certificate Program, Financial Planning and Services

College for Financial Planning   2008 — 2009
Chartered Retirement Planning Counselor, Financial Planning

Binghamton University - School of Management   1999 — 2003
Business, Finance, Management Information Systems

Wantagh

Irene Golden Irene Golden Havertown, Pennsylvania Details
Irene Golden's ING Financial Partners Experience July 2012 - April 2013
Job Talent Acquisition Consultant at TE Connectivity
Industry Human Resources
Experience
TE Connectivity  June 2015 - Present
AmerisourceBergen  April 2013 - June 2015
ING Financial Partners   July 2012 - April 2013

Skills
Recruiting, Interviews, Talent Acquisition, Onboarding, College Recruiting, Sourcing, Training, Screening, Applicant Tracking..., Taleo, Employee Relations, Talent Management, Internet Recruiting, Human Resources, Building Relationships, Microsoft Excel, Microsoft Office, Screening Resumes, Job Fairs, iCIMS, LinkedIn Recruiter, Workday, SAP

Education
Cabrini College   2008 — 2012
Bachelor's degree, Human Resources Management

Aaron Heller Aaron Heller Greater Philadelphia Area Details
Aaron Heller's ING Financial Partners Experience August 2012 - November 2012
Job Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan   May 2014 - Present
Karr Barth Associates Inc./Axa Advisors, LLC   July 2013 - January 2014
Power Home Remodeling Group  February 2013 - May 2013
ING Financial Partners   August 2012 - November 2012
Main Line Health  2012 - 2012

Skills
Microsoft Excel, Social Media, Investments, Data Entry, Customer Service, Retirement, Marketing, Public Speaking, Leadership, Microsoft Office, Strategic Financial..., Time Management

Education
Cabrini College   2008 — 2012
Bachelor's degree, Marketing

Springfield High School   2004 — 2008

Scott Satalino Scott Satalino Tampa/St. Petersburg, Florida Area Details
Scott Satalino's ING Financial Partners Experience January 2014 - September 2014
Job Regional Vice President at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors  September 2014 - Present
ING Financial Partners   January 2014 - September 2014
ING Financial Partners   October 2010 - January 2014
ING Financial Partners   June 2006 - October 2010
ING Financial Partners   2001 - 2006
ING Financial Partners   1998 - 2001

Education
Central Connecticut State University   1991 — 1994
Bachelor's degree, Accounting and Related Services

Thomas Johanning Thomas Johanning Greater Philadelphia Area Details
Thomas Johanning's ING Financial Partners Experience September 2011 - October 2014
Job Licensed Financial Specialist at PNC
Industry Financial Services
Experience
PNC  August 2015 - Present
McAdam Financially Advanced™  October 2014 - July 2015
ING Financial Partners   September 2011 - October 2014
TD Bank Group  2008 - 2010

Education
West Chester University of Pennsylvania
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management

Delaware County Community College
Associate in Applied Science (A.A.S)

D. Alan Burnie D. Alan Burnie Raleigh, North Carolina Details
D. Alan Burnie's ING Financial Partners Experience May 2011 - December 2013
Job Research Assistant at USDA
Industry Research
Experience
USDA  December 2012 - Present
ING Financial Partners   May 2011 - December 2013
Auburn University  August 2010 - April 2011

Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Data Analysis

Education
Auburn University   2007 — 2009
MS, Agriculture Economics

Auburn University   2001 — 2005
BS, Finance

Donna DeSanctis, CFP® Donna DeSanctis, CFP® Palm Beach, Florida Details
Donna DeSanctis, CFP®'s ING Financial Partners Experience July 2007 - November 2011
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2011 - Present
ING Financial Partners   July 2007 - November 2011
Ameriprise Financial Services, Inc.   September 1991 - July 2007
Ameriprise Financial Services, Inc.   1998 - 2002
Ameriprise Financial Services, Inc.   1996 - 1998
Citi  1984 - 1990

Education
College for Financial Planning   1998 — 2000
CFP® practitioner, Financial Planning and Services

Florida Atlantic University   1985 — 1990
Bachelor of Arts (BA), Finance

David Miele, CIMA® David Miele, CIMA® Greater New York City Area Details
David Miele, CIMA®'s ING Financial Partners Experience June 2005 - June 2007
Job Vice President, National Account Manager at Fred Alger Management, Inc.
Industry Financial Services
Experience
Fred Alger Management, Inc.   January 2015 - Present
Fred Alger Management  February 2012 - December 2014
Fred Alger Management  June 2007 - February 2012
ING Financial Partners   June 2005 - June 2007
TD Waterhouse  2004 - 2005

Skills
Series 63, Series 7, Mutual Funds, Alternative Investments, ETFs, Asset Managment, Asset Allocation, Investments, Equities, Retirement Planning, Fixed Income, Separately Managed..., Asset Management, Securities, Investment Strategies, Wealth Management

Education
Berklee College of Music   1999 — 2001
Bachelor of Arts (B.A.), Music

Wesley Wexner Wesley Wexner Greater New York City Area Details
Wesley Wexner's ING Financial Partners Experience May 2010 - August 2011
Job Investment Banking Analyst at Barclays
Industry Investment Banking
Experience
Barclays  June 2015 - Present
Barclays  June 2014 - August 2014
Johnson & Johnson  May 2013 - August 2013
Vestar Capital Partners  May 2012 - June 2012
ING Financial Partners   May 2010 - August 2011

Education
Brandeis University   2011 — 2015
Bachelor of Arts (B.A.), Economics

Saint Andrew's School   2009 — 2011

Kasie Clifford Kasie Clifford Greater Philadelphia Area Details
Kasie Clifford's ING Financial Partners Experience January 2013 - November 2013
Job Talent Associate at Juno Search Partners
Industry Financial Services
Experience
Juno Search Partners  August 2015 - Present
First Round Capital  November 2013 - August 2015
ING Financial Partners   January 2013 - November 2013
State of New Jersey Department of Investment   December 2012 - January 2013

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Finance, Microsoft Word, Public Speaking, Customer Service, Teamwork, Time Management, Analysis, Sales, Leadership, Marketing, Access, Data Analysis, Social Media, Event Planning

Education
Cabrini College   2010 — 2014
Bachelor of Science (BS), Finance, Marketing

Nolan Martin Nolan Martin Boston, Massachusetts Details
Nolan Martin's ING Financial Partners Experience August 2012 - January 2013
Job StatPro
Industry Financial Services
Experience
StatPro  September 2013 - Present
Glynn Hospitality Group  May 2009 - Present
State Street Bank  January 2013 - September 2013
ING Financial Partners   August 2012 - January 2013
SourceOne, Inc (DE)   May 2008 - May 2009

Skills
Marketing, Customer Satisfaction, Microsoft Office, Series 6, 63, Life and..., Microsoft Excel, Customer Service, Email Marketing, Marketing Communications, Organizational Structure, Multitasking Skills, Goal Oriented, Dependable Team Player, Financial Analysis, CRM, Cloud Computing, Financial Reporting, Management, Sales, Investments, Business Development, Asset Management, Analysis, Strategy, Financial Services, Portfolio Management

Education
Curry College   2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, Graduated : Magna Cum Laude: awarded for a GPA of 3.89

Brice Snellink Brice Snellink Belmont, Michigan Details
Brice Snellink's ING Financial Partners Experience February 2013 - April 2013
Job SubContracting Bookkeeper
Industry Financial Services
Experience
DAR Construction   July 2014 - Present
Next Step of West Michigan   September 2013 - Present
Snellink Builders   January 2013 - Present
Superior Painting   2009 - July 2013
ING Financial Partners   February 2013 - April 2013

Skills
Finance, Bookkeeping, Accounts Payable, Accounts Receivable, QuickBooks, Microsoft Excel, Account Reconciliation, General Ledger

Education
Cornerstone University   2009 — 2013
Bachelor of Science (B.S.), Finance and Economics

Northpointe Christian High School   2005 — 2009

Jane Arceo Jane Arceo Cedar Rapids, Iowa Area Details
Jane Arceo's ING Financial Partners Experience September 2009 - Present
Job Registered Representative
Industry Financial Services
Experience
ING Financial Partners   September 2009 - Present
Wells Fargo Bank  June 1979 - September 2009

Education
Central College   1971 — 1975
BA, Mathematics

Jay Schurz, FIC Jay Schurz, FIC Linton, Indiana Details
Jay Schurz, FIC's ING Financial Partners Experience January 2013 - July 2014
Job Investment Advisor Representative of MWA Financial Services
Industry Financial Services
Experience
Modern Woodmen of America  July 2014 - Present
ING Financial Partners   January 2013 - July 2014
Centaurus Financial, Inc.®   September 2011 - January 2013

Skills
Customer Service, Investments, Insurance, Social Media, Marketing, Marketing Strategy, Financial Analysis, Strategic Planning, Strategic Financial..., Sales Management, Life Insurance, Coaching, Social Media Marketing, Fixed Annuities, Public Relations, New Business Development, Public Speaking, Entrepreneurship, Team Building, Leadership, Training, Retirement, Sales, Online Advertising, Financial Services, Securities, FINRA, Retirement Planning

Education
Central Texas College   1988 — 1989
Biology, General

Franklin College   1986 — 1987
Sociology

Greg Sansum Greg Sansum Boca Raton, Florida Details
Greg Sansum's ING Financial Partners Experience February 2007 - November 2013
Job Managing Partner at Generations Wealth Advisors
Industry Financial Services
Experience
Generations Wealth Advisors   November 2013 - Present
ING Financial Partners   February 2007 - November 2013
Simione Central  1990 - 2004
CareCentric  1990 - 2004
INFOMED  1990 - 2004

Skills
Analysis, Wealth Management, Process Improvement, Investment Strategies, Fixed Income, Java, Integration, Personal Finance, Wealth Preservation..., Strategic Financial..., Retirement Planning, Negotiation, Asset Allocation, Retirement, Series 7, Investment Advisory, Investments, Alternative Investments, Securities, Finance, Financial Advisory

Education
Sandler Training   2010 — 2011
Selling Skills and Sales Operations

DeVry Institute of Technology   1982 — 1985
BS, Computer Science

Heather Harp Heather Harp Missoula, Montana Area Details
Heather Harp's ING Financial Partners Experience February 2002 - January 2011
Job Owner at Chinook Marine Supply
Industry Maritime
Experience
Chinook Marine Supply   February 2011 - Present
ING Financial Partners   February 2002 - January 2011
McLaughlin, Piven & Vogel Securities Inc.   August 1995 - January 2002

Skills
Personal Financial..., Investment Advisory

Education
Beloit College   1990 — 1995
Bachelor of Arts, Fine Arts

Jefferson Batt Jefferson Batt Greater Chicago Area Details
Jefferson Batt's ING Financial Partners Experience February 2010 - September 2014
Job Investment Adviser Representative at Voya Finanancial Advisors
Industry Financial Services
Experience
Voya Finanancial Advisors   September 2014 - Present
ING Financial Partners   February 2010 - September 2014
Princor Financial Services Corporation  August 2006 - February 2010
Dakota Ridge Real Estate Solutions   January 2003 - July 2006
Despres & Assocaites   August 2001 - December 2002
Mc.Net   June 1999 - July 2001
Merrill Lynch  June 1996 - May 1999

Education
Drake University   1992 — 1996
BA, Business Administration

David Stromecki, CLU, ChFC, CIC David Stromecki, CLU, ChFC, CIC Orchard Park, New York Details
David Stromecki, CLU, ChFC, CIC's ING Financial Partners Experience January 2004 - October 2012
Job Vice President at Brown & Stromecki Agency, Inc.
Industry Financial Services
Experience
Cambridge Investment Research  October 2012 - Present
Brown & Stromecki Agency, Inc.   March 1999 - Present
ING Financial Partners   January 2004 - October 2012

Skills
Commercial Insurance, Financial Planning, Property & Casualty..., Life Insurance, Disability Insurance, Investments, Retirement Planning, Business Planning, Insurance, Financial Services, Long-term Care, Securities, Finance, Retirement

Education
The American College   2002 — 2003
CLU, ChFC

Canisius College
BS, Business Management

Ralph Picarillo Ralph Picarillo Greater New York City Area Details
Ralph Picarillo's ING Financial Partners Experience April 2009 - December 2011
Job EVP/COO First Choice Loan Services, a wholly owned sub of FCB
Industry Financial Services
Experience
First Choice Loan Services  January 2011 - Present
ING Financial Partners   April 2009 - December 2011
Liberty Mortgage, LLC   August 2006 - March 2009
Equihome Mortgage  May 2004 - July 2006
SIB Mortgage Corp  October 1989 - April 2004

Skills
Loans, Mortgage Lending, Credit, Banking, Mortgage Banking, Financial Analysis, Finance, Strategic Financial..., Loan Origination, Risk Management, Mergers, Portfolio Management

Education
Bentley University   1980 — 1984
BS Accountancy, Accountancy

Kerry Bakken Kerry Bakken West Des Moines, Iowa Details
Kerry Bakken's ING Financial Partners Experience April 2010 - July 2012
Job Funds Specialist at Sammons Financial Group
Industry Financial Services
Experience
Sammons Financial Group  July 2012 - Present
ING Financial Partners   April 2010 - July 2012

Skills
Series 7, Series 63, Retirement Planning, Investments, Securities, Investment Advisory, Retirement, Fixed Annuities, Mutual Funds, 401k, Life Insurance, Variable Annuities

Education
Buena Vista University   2008 — 2010
BA, English, Business

Bryan Liu Bryan Liu Tempe, Arizona Details
Bryan Liu's ING Financial Partners Experience April 2013 - May 2014
Job Incoming Credit Risk Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  June 2015 - Present
Wells Fargo  May 2014 - August 2014
ING Financial Partners   April 2013 - May 2014
Taylor Wealth Management   January 2013 - May 2013

Skills
Finance, Leadership, Teamwork, Sales, Financial Advisory, Wealth Management, Investments, Economics, Portfolio Management, Corporate Finance, Financial Analysis, Team Building, Financial Statement..., Public Speaking, Customer Service

Education
Arizona State University   2014 — 2015
Master's Degree, Finance, General, Summa Cum Laude

Arizona State University   2010 — 2014
Bachelor's Degree, Finance, General, Magna Cum Laude

Tara Flis Tara Flis Phoenix, Arizona Area Details
Tara Flis's ING Financial Partners Experience December 2011 - Present
Job Investment Advisor Representative at ING Financial Partners
Industry Financial Services
Experience
ING Financial Partners   December 2011 - Present
MKTG INC  2012 - 2013
CBS Radio  January 2011 - January 2012

Education
Arizona State University, W. P. Carey School of Business   2007 — 2011
Bachelor of Arts (B.A.), Business and Communications

Christopher Ulish Christopher Ulish Greater Nashville Area Details
Christopher Ulish's ING Financial Partners Experience 2008 - 2009
Job Veteran AF Pilot, MBA, Franchise Owner/Manager
Industry Executive Office
Experience
Mathnasium - The Math Learning Center  2015 - Present
Schneider Electric  July 2013 - March 2015
United States Air Force  February 2010 - June 2013
ING Financial Partners   2008 - 2009
Morgan Stanley  2007 - 2008
United States Air Force  1998 - 2007

Skills
Leadership, Air Force, Security Clearance, Military, Management, Intelligence Analysis, Program Management, Military Experience, Organizational..., Operational Planning, Operations Management, Leadership Development, Intelligence, Team Leadership, Analysis, Six Sigma, Project Management, Strategic Planning, Process Improvement, Team Building, Command, Top Secret, Military Operations, Project Planning, Public Speaking, Defense, DoD, National Security, Aircraft, Military Logistics, Risk Management, Finance

Education
United States Air Force Academy   1994 — 1998
Bachelor’s Degree, Military History

University of Central Oklahoma - College of Business Administration   2009 — 2011
Master of Business Administration (M.B.A.), Business Administration, 4.0

Christopher B. Alt Christopher B. Alt Greater Boston Area Details
Christopher B. Alt's ING Financial Partners Experience August 2010 - December 2010
Job Visiting Assistant Professor Finance at Clark University Graduate School of Management
Industry Investment Management
Experience
Clark University  August 2013 - Present
Brandeis University International Business School  1994 - Present
Providence College Business School   September 2011 - June 2013
ING Financial Partners   August 2010 - December 2010
Mercer Investment Consulting  July 2008 - August 2009
Metropolitan Life Insurance Company  1997 - 2008
State Street Global Advisors  January 1995 - April 1996

Skills
Valuation, Investments, Asset Allocation, Portfolio Management, Finance, Mutual Funds, Asset Management, Due Diligence, Investment Management, Corporate Finance, Financial Modeling, Financial Analysis, Derivatives, Equities, Bloomberg

Education
Massachusetts Institute of Technology - Sloan School of Management   1976 — 1982
PhD, Management (finance and applied economics)

University of Pennsylvania - The Wharton School   1971 — 1973
MPA, Public administration

Bowdoin College
BA, Political science

Phil Simonides, CFP Phil Simonides, CFP Washington D.C. Metro Area Details
Phil Simonides, CFP's ING Financial Partners Experience February 2011 - October 2014
Job Group Vice President at McAdam Financially Advanced™
Industry Financial Services
Experience
McAdam Financially Advanced™  October 2014 - Present
ING Financial Partners   February 2011 - October 2014
Ameriprise Financial Services, Inc.   March 2009 - February 2011
Ameriprise Financial Services, Inc.   September 1999 - March 2009
American Express Financial Advisors  July 1990 - September 1999

Skills
Retirement Planning, Tax Planning, Leadership, Retirement, Finance, Wealth Management, Investments, Financial Services, Financial Planning, Mutual Funds, Management

Education
College for Financial Planning   1992 — 1994
CFP, Certified Financial Planner

Middlebury College   1983 — 1987
BA, Economics

Elina Golub Elina Golub Philadelphia, Pennsylvania Details
Elina Golub's ING Financial Partners Experience December 2011 - August 2012
Job Salon Recruiter
Industry Staffing and Recruiting
Experience
WyzAnt Tutoring  September 2008 - Present
Saks Fifth Avenue Salon and Spa   April 2014 - November 2014
Ringpfeil Advanced Dermatology   October 2013 - May 2014
Optique   June 2006 - December 2013
Metro Laser Medical Spa   October 2012 - January 2013
ING Financial Partners   December 2011 - August 2012
Luxottica Retail @ Macys   April 2011 - April 2012

Skills
Life & Health Licenses, Retail, Marketing, Strategic Planning, Management, Sales, Forecasting, Accounting, Research, Sales Management, Public Speaking, Customer Service

Education
Buck's County School of Beauty Culture Inc   2015 — 2015
Aesthetician/Esthetician and Skin Care Specialist

Temple University - Fox School of Business and Management   2008 — 2012
Finance & International Business Administration, Minor Accounting

Thomas Jefferson University
Bachelor’s Degree, RN/BSN/NP

David Ozga David Ozga New Britain, Connecticut Details
David Ozga's ING Financial Partners Experience October 2010 - December 2012
Job Financial Services Account Manager at Schuster Driscoll, LLC
Industry Financial Services
Experience
Schuster Driscoll, LLC  December 2012 - Present
ING Financial Partners   October 2010 - December 2012

Skills
Retirement Planning, Mutual Funds, 401k, Series 6, 401k Rollovers, Retirement, Asset Allocation, Series 63, Defined Contribution, Retirement Savings, IRAs, Financial Services

Education
Central Connecticut State University   2005 — 2009
BS, Business Management

Dan Palumbo Dan Palumbo Greater Philadelphia Area Details
Dan Palumbo's ING Financial Partners Experience November 2011 - July 2012
Job Wholesaler at Resource Real Estate
Industry Financial Services
Experience
Resource Real Estate  May 2013 - Present
ING Financial Partners   November 2011 - July 2012
Bartler Wealth Management Group   September 2009 - March 2010
Independence Blue Cross  September 2008 - March 2009
Kildare Capital   October 2007 - April 2008

Skills
Microsoft Excel, SharePoint, CRM, Finance, Project Planning, Marketing, Insurance, Sales, Series 7, Mutual Funds, Asset Management, PowerPoint

Education
Drexel University - LeBow College of Business   2006 — 2011
BS, Business Administration - Finance

F. Brian Gillis, CRPC® F. Brian Gillis, CRPC® Merrimack, New Hampshire Details
F. Brian Gillis, CRPC®'s ING Financial Partners Experience April 2012 - May 2014
Job Financial Consultant
Industry Financial Services
Experience
ProForce Cognitive Professional Services   September 2014 - Present
ING Financial Partners   April 2012 - May 2014
Fidelity Investments  December 2007 - March 2012
Knights of Columbus  August 2006 - December 2007
United States Marine Corps  June 1977 - June 1982

Skills
Series 7, Series 63, Retirement Planning, Strategic Financial..., Asset Management, Investment Advisory, Wealth Management, Asset Allocation, Securities, Financial Services, Investments, Portfolio Management, Retirement, Investment Strategies, Mutual Funds, Equities, 401k, Risk Management, Finance, Financial Planning, Relationship Management, Financial Advisory, Life Insurance, Fixed Annuities, Insurance

Education
Merrimack College   2009 — 2010

Daniel Webster College   1999 — 2001

The Citadel   1978 — 1981

Boston College High School   1974 — 1977

Milton   1974 — 1977

Chris Hei Chris Hei Elizabeth, Colorado Details
Chris Hei's ING Financial Partners Experience 2008 - Present
Job Investment Advisor Representative
Industry Financial Services
Experience
ING Financial Partners   2008 - Present
Great-West Life and Annuity Insurance Company  1998 - 2002

Skills
Financial Analysis, Customer Service, Succession Planning, Strategy, Account Management, Sales Management, Strategic Planning, 401k, Business Planning, Budgets, CRM, Change Management, Sales, Process Improvement, Business Development

Education
Colorado State University
BA, Economics

Surbhi Patel Surbhi Patel East Hartford, Connecticut Details
Surbhi Patel's ING Financial Partners Experience April 2008 - October 2012
Job Academic Success Center & Math Lab Coordinator at Goodwin College
Industry Higher Education
Experience
Goodwin College  October 2012 - Present
ING Financial Partners   April 2008 - October 2012

Skills
PowerPoint, Teaching, Customer Service, Higher Education, Project Management, Financial Analysis, Finance, Nonprofits, Editing, Microsoft Excel, Series 63, Insurance, Mutual Funds, Sales, Series 7, Marketing, Salesforce.com

Education
Central Connecticut State University   2008 — 2011
Master's Degree, Master of Science, Counselor Education, Student Development in Higher Education

University of Connecticut   2002 — 2006
Bachelor's Degree, Bachelor of Science, Business Administration

Nicholas Har Nicholas Har Greater Los Angeles Area Details
Nicholas Har's ING Financial Partners Experience January 2011 - Present
Job Financial Advisor at ING Financial Partners
Industry Marketing and Advertising
Experience
ING Financial Partners   January 2011 - Present

Skills
Retirement Planning, IRAs, Wealth Management, Fixed Annuities, Strategic Financial..., Mutual Funds, Investments, Financial Advisory, 401k

Education
Cal Poly Pomona   2005 — 2007
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law

Adam Sankot Adam Sankot Des Moines, Iowa Area Details
Adam Sankot's ING Financial Partners Experience March 2010 - October 2010
Job Business Initiatives Consultant at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage  December 2014 - Present
Wells Fargo Home Mortgage  May 2012 - December 2014
Keyot  March 2011 - September 2012
Iowa State University  August 2010 - March 2011
ING Financial Partners   March 2010 - October 2010
Iowa State University  August 2006 - May 2010
Transamerica  May 2008 - August 2008

Skills
Microsoft Excel, Management, PowerPoint, Process Improvement, Project Management, Leadership Development, Recruiting, Strategic Planning, Time Management, Budgets, Customer Service, Finance, Leadership

Education
Drake University   2014 — 2016
Master of Business Administration (M.B.A.)

Iowa State University   2006 — 2010
BS, Finance & Management

Iowa State University - College of Business   2006 — 2010

Doug Duke, Jr. CRPC® Doug Duke, Jr. CRPC® Tupelo, Mississippi Details
Doug Duke, Jr. CRPC®'s ING Financial Partners Experience March 2012 - Present
Job Investment Adviser Representative at Community Wealth Management/Pinnacle Trust
Industry Financial Services
Experience
ING Financial Partners   March 2012 - Present
Ameriprise Financial  January 2003 - January 2012
Financial Strategies Group, Inc.   January 2001 - December 2002

Skills
Estate Planning, Investment Advisory, Investments, Retirement Planning, Strategic Planning, Management, Insurance, Leadership, Financial Advisory, Fixed Annuities, Portfolio Management, Retirement, Wealth Management, Financial Planning, Life Insurance

Education
University of Mississippi   1987 — 1991
Bachelor's degree, Public Administration

College for Financial Planning

Georgia State University
Post Baccalaureate Business Classes

Peter Magnuson, MSAPM Peter Magnuson, MSAPM Omaha, Nebraska Details
Peter Magnuson, MSAPM's ING Financial Partners Experience February 2006 - July 2006
Job Manager Due Diligence at Securities America
Industry Investment Banking
Experience
ADISA   November 2014 - Present
Securities America, Inc. Member FINRA/SIPC   November 2013 - Present
Concordia Foundation   January 2010 - Present
First National Bank of Omaha  June 2012 - May 2013
DMMS & Associates   July 2009 - June 2012
DeWaay Financial Network  January 2007 - July 2009
ING Financial Partners   February 2006 - July 2006
Central Financial Group  January 2004 - January 2006

Skills
Portfolio Management, Investments, Due Diligence, Private Equity, Alternative Investments, Credit, Strategy, Securities, Private Placements, Strategic Financial..., Financial Advisory, Loans, Real Estate Investment, Hedge Funds, Investment Banking, Capital Markets, Series 7, Equities, Asset Management, Mergers, Valuation, Venture Capital, Brokerage, Financial Planning, Strategic Planning, Debt, Investment Strategies, Financial Analysis, Investment Advisory, Funding, Asset Allocation, Structuring, Mutual Funds, Public Speaking, Financial Markets, Wealth Management, Start-ups, Analysis, Compliance, Retirement, Real Estate, Microsoft Excel, Pivot Tables, Financial Statement..., Equity Valuation, Quantitative Research, Corporate Finance, Finance, Financial Modeling, Investment Management

Education
Creighton University   2009 — 2011
Masters, Securities Analysis and Portfolio Management

Concordia University, Nebraska   1998 — 2002
BA Business Administration, Finance

Ballard High School   1994 — 1998

Martin Hoffstein Martin Hoffstein Greater New York City Area Details
Martin Hoffstein's ING Financial Partners Experience July 2012 - October 2012
Job Head of Global Brand Partnerships at Fancy.com
Industry Online Media
Experience
Fancy.com  September 2012 - Present
Fancy.com  September 2014 - February 2015
Fancy.com  September 2012 - September 2014
ING Financial Partners   July 2012 - October 2012
BlueSwitch  June 2011 - May 2012
Choice Home Warranty  May 2010 - August 2010

Skills
Marketing Strategy, Marketing, Sales, New Business Development, Project Management, Selling, Microsoft Excel, Management, Purchasing, PowerPoint, Social Media Marketing, Business Analysis, Account Management, Microsoft Office, Sales Management, Product Development, Online Advertising, Advertising, Merchandising, Teamwork, Social Media, Strategic Planning, Time Management, Team Leadership, Microsoft Word, Financial Analysis, Financial Modeling, Photoshop, Strategy, Contract Negotiation, HTML, SEO, Contract Management, Telecommunications, Corporate Finance, Business Planning, Negotiation, Entrepreneurship, Leadership, Team Management, Organizational..., Growth Strategies, Press Releases

Education
Baruch College, City University of New York (CUNY)   2008 — 2012
Finance, Finance, Communication, Business Management

CityUniversityofNewYork–BaruchCollege–ZicklinSchoolofBusinessAug   2008 — 2012
BachelorofBusinessAdministration, FinanceandInvestments

Lorenzo De' Medici   2011 — 2011
International Studies, Marketing, Intercultural Comm.

Brock Cooper Brock Cooper Des Moines, Iowa Details
Brock Cooper's ING Financial Partners Experience May 2004 - October 2013
Job Compliance Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group  October 2013 - Present
ING Financial Partners   May 2004 - October 2013
Commercial Federal Investment Services/INVEST Financial Corp   August 2002 - May 2004
Commercial Federal Investment Services/INVEST Financial Corp   August 1998 - August 2002
John Hancock Financial Services  May 1998 - August 1998

Skills
FINRA, Series 24, Broker-Dealer, Registered Investment..., Series 7, Series 63, Series 65, SEC

Education
Dana College   1993 — 1998
Bachelor's degree, Business Administration

Joseph Daigle Joseph Daigle Greater Philadelphia Area Details
Joseph Daigle's ING Financial Partners Experience October 2010 - May 2012
Job Associate, Recovery Management & Strategy at JP Morgan Chase
Industry Banking
Experience
J.P. Morgan   November 2013 - Present
George N. Parks Drum Major Academy  June 2008 - Present
The Washington Group: MassMutual   April 2012 - November 2013
ING Financial Partners   October 2010 - May 2012

Skills
Retirement Planning, Strategic Financial..., Investments, Wealth Management, Risk Management, Financial Planning, Public Speaking, Mutual Funds, Finance, Asset Management, Uniform Combined State..., Series 63, Financial Analysis, Analysis, Asset Allocation, Portfolio Management, Personal Finance, Insurance, Employee Benefits, Data Analysis, Financial Risk, Fixed Income, Economics, Small Business, Tax, Strategic Planning, Credit, Financial Accounting, Due Diligence, Fixed Annuities, Retirement, Budgets, Business Planning, Risk, Financial Management, Budgeting, Private Equity, Venture Capital, Statistics, Non-profits, public, Public Affairs, Public Policy, Bank Reconciliation, Process Improvement, Project Management, Property Law, Poverty Reduction

Education
Cornell University   2012 — 2012
Certificate, Financial Management

University of Delaware - Lerner College of Business and Economics   2008 — 2011
Bachelor of Science, Finance

Rachael Gialluca Rachael Gialluca Hartford, Connecticut Area Details
Rachael Gialluca's ING Financial Partners Experience December 2010 - October 2011
Job Rollover Specialist at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group  August 2012 - Present
Prudential Financial  October 2011 - July 2012
ING Financial Partners   December 2010 - October 2011
SEPHORA  November 2006 - December 2010

Skills
Retirement Planning, Mutual Funds, Financial Services, Securities, Insurance

Education
Southern Connecticut State University
Master's degree, Business Administration and Management, General

Central Connecticut State University
Bachelor's degree, Public Relations, Advertising, and Applied Communication

Nicholas Cavalli Nicholas Cavalli Philadelphia, Pennsylvania Details
Nicholas Cavalli's ING Financial Partners Experience December 2011 - December 2012
Job Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan   April 2013 - Present
ING Financial Partners   December 2011 - December 2012
Philadelphia Housing Authority  November 2010 - March 2012
Corrpro Companies, Inc.   March 2010 - September 2010

Skills
Investments, Financial Analysis, Management, Strategic Financial..., Process Improvement, Microsoft Excel, Fixed Income, Financial Modeling, Project Management, Sales, Asset Managment, Microsoft Office, Finance, PowerPoint, Analysis, Portfolio Management, Insurance, Budgets, US Treasuries, Euroclear, Valuation, Financial Planning, Time Management, VBA, Investment Banking, Client Relations, Teamwork, Team Management, Customer Service, Leadership, Series 6, Series 63, Series 65, IBM Mainframe, client

Education
Drexel University - LeBow College of Business
Bachelor’s Degree, Finance

Rebecca H. Williams Rebecca H. Williams Phoenix, Arizona Area Details
Rebecca H. Williams's ING Financial Partners Experience November 2012 - October 2013
Job Chartered Special Needs Consultant™
Industry Financial Services
Experience
Ironwood Wealth Management, LLC.   October 2013 - Present
ING Financial Partners   November 2012 - October 2013
MetLife  January 2009 - November 2012
Wachovia  May 2006 - October 2008
Network Funding  April 2005 - May 2006
Wuerth Solar   April 2003 - July 2003

Skills
Analysis, Customer Service, Finance, Insurance, Leadership, Management, Marketing, Mortgage Lending, Retirement Planning, Sales, Sales Management, Training, Life Insurance, Estate Planning, Employee Benefits, Series 7, Securities, Series 63, Series 6, Investment Strategies, Wealth, Time Management, Investments, Wealth Management, Strategic Financial..., Retirement, Financial Services, Disability Insurance, Long-term Care, Asset Allocation, Asset Management, IRAs, Investment Advisory, Series 24, Relationship Management, New Business Development

Education
Berufsakademie Mannheim   2002 — 2003
Diplom Betriebswirt, International Business/Marketing

Arizona State University   1999 — 2002
Finance, Finance, Business, German

Arizona State University   1999 — 2002
German, German, Finance, Business

Steven Ganeles Steven Ganeles Boston, Massachusetts Details
Steven Ganeles's ING Financial Partners Experience May 2009 - August 2009
Job Client Manager at Hello Alfred
Industry Hospitality
Experience
Hello Alfred  August 2015 - Present
Sheraton Boston Hotel  February 2014 - June 2015
The Westin Key West Resort and Marina   August 2013 - January 2014
Boston University  August 2009 - May 2013
The Boca Raton Resort and Club, A Waldorf Astoria Resort   May 2012 - August 2012
The Connaught Hotel   February 2012 - April 2012
Hilton Suites  June 2011 - August 2011
Camp Laurel South  June 2010 - August 2010
The Fairmont Turnberry Isles Resort & Club   May 2010 - June 2010
ING Financial Partners   May 2009 - August 2009

Skills
Logistics, Operations Management, Event Planning, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Facebook, Hospitality, Customer Service, Teamwork, Food, Food & Beverage, Leadership, Time Management, Social Media, Photoshop, Event Management, Public Speaking, Social Networking, Restaurants, Management, Hospitality Management, Hospitality Industry

Education
Boston University   2009 — 2013
Bachelor of Science (B.S.), Hospitality Administration/Management

Boston University   2011 — 2012
Study Abroad, London

Spanish River

Justin Pender Justin Pender Greater New York City Area Details
Justin Pender's ING Financial Partners Experience May 2013 - July 2014
Job Financial Solutions Advisor; Assistant Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  July 2014 - Present
ING Financial Partners   May 2013 - July 2014
UBS  February 2013 - May 2013

Skills
Financial Planning, Financial Analysis, Finance, Microsoft Office, PowerPoint, Hotels, Event Planning, Tourism, Investments, Social Networking

Education
Boston University
Bachelor's of Business Administration, Finance

Patrick Trencansky Patrick Trencansky United States Details
Patrick Trencansky's ING Financial Partners Experience August 2008 - May 2009
Job Performance Measurement Analyst at US Trust
Industry Financial Services
Experience
Bank of America  July 2013 - Present
Merrill Lynch  May 2012 - June 2013
Merrill Edge  May 2011 - May 2012
Merrill Edge  October 2010 - May 2011
Merrill Lynch  August 2009 - December 2009
ING Financial Partners   August 2008 - May 2009
M&T Bank  July 2005 - January 2009

Skills
Data Analysis, Microsoft Excel, MS Excel Pivot Tables, V Lookups, Series 7, Series 66, Call Center, Finance, Accounting, Calculus, Call Centers, Investments, Leadership, Portfolio Management, Customer Service

Education
University of North Carolina at Charlotte   2014 — 2017
Master's Degree, Mathematical Finance

University of North Carolina at Charlotte   2014 — 2017
Master of Business Administration (M.B.A.)

Cabrini College   2006 — 2009
Bachelor of Science, Finance and Accounting

Vestal Senior High School   2002 — 2006

Chanler Cox Chanler Cox North Charleston, South Carolina Details
Chanler Cox's ING Financial Partners Experience 2013 - 2013
Job Senior Contract Specialist at Blackbaud
Industry Computer Software
Experience
Blackbaud  October 2014 - Present
Blackbaud  August 2013 - October 2014
Belimed Inc.  July 2013 - July 2013
ING Financial Partners   2013 - 2013

Education
Charleston Southern University   2010 — 2013
Bachelor of Science (B.S.), Economics

Anderson University (SC)   2009 — 2010

Adam Adamo, CRPC Adam Adamo, CRPC Independence, Ohio Details
Adam Adamo, CRPC's ING Financial Partners Experience May 2012 - Present
Job Financial Adviser at Voya Financial Advisors
Industry Financial Services
Experience
ING Financial Partners   May 2012 - Present
Nordstrom  October 2011 - May 2012
A New Startup   January 2011 - November 2011
Stafast Products Inc.  March 2008 - January 2011
Stafast Products Inc.  2007 - 2008

Skills
Supplier Negotiations, Marketing Strategy, Customer Relations, Negotiation, Account Management, Selling, Product Development, New Business Development, Sales, Strategy, Customer Service, Business Development, Project Management, Online Marketing

Education
Cleveland State University   2010 — 2011
BA, Business - Marketing

Lakeland Community College   2006 — 2010
Business - Marketing

Cornerstone Christian Academy   2001 — 2005

Maria Hackett Maria Hackett Ankeny, Iowa Details
Maria Hackett's ING Financial Partners Experience October 2010 - April 2014
Job Customer Relationship Manager at Gilbert and Cook
Industry Financial Services
Experience
Gilbert & Cook, Inc   April 2014 - Present
ING Financial Partners   October 2010 - April 2014
ING Asian Employee Resource Group   June 2009 - October 2010
ING Life Insurance and Annuity Co.   March 2008 - October 2010

Skills
MBA, Series 7, Series 66, Series 63, Series 6, 401k, 457 Plans, 403 b, Traditional IRA, Roth IRA, Insurance

Education
Iowa State University - College of Business   2012 — 2014
Master of Business Administration (M.B.A.), Finance

Central College   2004 — 2007
Bachelor of Arts, Communication

Danielle McCollum Danielle McCollum King Of Prussia, Pennsylvania Details
Danielle McCollum's ING Financial Partners Experience August 2012 - December 2012
Job Operations & Staffing Supervisor at Victoria's Secret
Industry Human Resources
Experience
Victoria's Secret  June 2014 - Present
Merion Matters  July 2013 - June 2014
Victoria's Secret  March 2011 - June 2014
Cabrini College  August 2010 - May 2013
ING Financial Partners   August 2012 - December 2012
Staples  August 2009 - March 2011

Skills
Recruiting, Microsoft Office Suite, Customer Service, Sourcing, Sales, Recruiting Databases, Phone Screening, Interviewing Skills, Evaluating Candidates, Phone Interviews, Screening, Microsoft Office, Interviews, Hiring, Management, Employee Relations, Employee Benefits, Human Resources, Time Management, Social Media

Education
Cabrini College   2010 — 2013
Bachelor's degree, Human Resources Management

Camden County College   2009 — 2010
Business Administration and Management, General

Timber Creek Highschool   2005 — 2009
High School Diploma

P. Jamie Leake P. Jamie Leake Greater Boston Area Details
P. Jamie Leake's ING Financial Partners Experience November 2011 - August 2012
Job Category Manager at Wayfair
Industry Internet
Experience
Wayfair  February 2014 - Present
Wayfair  January 2013 - February 2014
Wayfair  December 2012 - February 2013
G.I.D.E Corporation   March 2007 - January 2013
ING Financial Partners   November 2011 - August 2012
Ark Global LLC, Financial Consulting and Marketing Firm   July 2010 - August 2010

Skills
Private Equity, Mutual Funds, Fixed Income, Investments, Strategy, Marketing, Sales, Management, Data Analysis, Research

Education
Colby College   2007 — 2011
Bachelor of Arts, Government; Adminstrative Science

Boston University Summer Study Internship Program   2010 — 2010
Business and Management

Holderness School   2003 — 2007

Tower School

Frederick Robinson Frederick Robinson Greater Philadelphia Area Details
Frederick Robinson's ING Financial Partners Experience May 2011 - April 2012
Job Free Agent
Industry Financial Services
Experience
Hartford Steam Boiler  March 2014 - Present
Progressive Business Media  June 2013 - Present
De Lage Landen  September 2012 - June 2013
ING Financial Partners   May 2011 - April 2012
Franklin & Marshall College  January 2008 - June 2011
Franklin & Marshall college The Human rights Initiatve   September 2010 - May 2011
Instituto de Bachiller   January 2010 - May 2010
Franklin and Marshall College Spanish Club   October 2008 - May 2009
Franklin & Marshall College  September 2008 - December 2008
Franklin & Marshall College Ware House   October 2007 - January 2008

Skills
Microsoft Office, Spanish, PowerPoint, Microsoft Excel, Research, Microsoft Word, Event Planning, Public Speaking, Editing, Advertising, Public Relations, English, Leadership, Teaching, Facebook, Nonprofits, Social Media, Community Outreach, Social Networking, Customer Service, Management, Teamwork

Education
Franklin & Marshall College   2007 — 2011
Bachelor of Arts (B.A.), Business Administration and Management, General

Franklin & Marshall College   2007 — 2011
Bachelor of Arts, Business; Spanish

東北学院大学   2009 — 2010

The Haverford School   2001 — 2007
High School Diploma

Syracuse University
2010

Bruce Lenwood Moody Bruce Lenwood Moody Atlanta, Georgia Details
Bruce Lenwood Moody's ING Financial Partners Experience November 2012 - October 2013
Job Investment Consultant, Adjunct Professor of Philosophy & Author
Industry Investment Management
Experience
PARIS PIEDMONT LLC   January 2010 - Present
BRUCE LM & ASSOCIATES LLC   January 2000 - Present
ING Financial Partners   November 2012 - October 2013
Brown Mackie College  2011 - January 2013
Investors Capital  2006 - 2012
Harbor Financial Services  2004 - 2006
American Wealth Management clearing with Raymond James   2000 - 2004
UBS PaineWebber  1986 - 2000

Skills
Strategic Planning, Business Strategy, Entrepreneur, Venture Capital, Strategy Development, Strategic Consulting, Private Equity, Investments, Risk Management, Public Speaking, Conflict Resolution, Mentoring, Coaching, Writing, Web Design, Instructional Design, Curriculum Design, Strategy, Entrepreneurship, Management, Marketing, Training, Analysis, Economics, Negotiation, Leadership Development, New Business Development, Trading, Start-ups, Team Building, Leadership, Management Consulting, Equities, Fundraising, Teaching, Research, Social Networking

Education
Bob Jones University   1984 — 1985
Master of Arts (MA), Foreign Languages and Literatures, General, Magna cum laude honors

Baptist University of America, Atlanta   1980 — 1984
Bachelors of Arts with Magna Cum Laude honors, 1984. Theology & Phi, Theology/Philosophical Studies, Magna Cum Laude honors

HEC Montréal
EMBA, Risk, studies

John Gaglioti John Gaglioti Windsor, Connecticut Details
John Gaglioti's ING Financial Partners Experience March 2010 - December 2011
Job Sales Manager, Voya Financial
Industry Financial Services
Experience
Voya Financial Advisors  January 2015 - Present
Fidelity Investments  December 2011 - January 2015
ING Financial Partners   March 2010 - December 2011
MetLife  January 2006 - December 2008
Travelers Life and Annuity  September 2004 - December 2005
Travelers Life and Annuity  May 2000 - September 2004
People's Bank  1995 - 2000

Education
Central Connecticut State University
B.S, Finance

Jonathan D. Panosh Jonathan D. Panosh Greater Chicago Area Details
Jonathan D. Panosh's ING Financial Partners Experience August 2012 - September 2013
Job RSA at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments  September 2013 - Present
ING Financial Partners   August 2012 - September 2013
Archer Daniels Midland Investor Services, Chicago Board of Trade   April 2011 - September 2012
Huntington Community Association   January 2010 - January 2012
Atlantic Specialty Lines Midwest, LLC   January 2010 - April 2011
Spyglass Options, Chicago Board of Trade   May 2008 - August 2008

Skills
Financial Analysis, Credit, Financial Modeling, Fixed Income, Insurance, Investments, Portfolio Management, Risk Management, Series 7, Strategic Financial..., Asset Management, Mutual Funds

Education
Drake University   2005 — 2009
Bachelor of Science (BS), Finance

Naperville North HS   2001 — 2005

Juliana Dreyer Juliana Dreyer Des Moines, Iowa Area Details
Juliana Dreyer's ING Financial Partners Experience July 2011 - August 2012
Job Help Desk Representative at EMC Insurance Companies
Industry Insurance
Experience
EMC Insurance Companies  March 2015 - Present
MetLife  October 2013 - March 2015
Cognizant  August 2012 - October 2013
ING Financial Partners   July 2011 - August 2012
Central College  August 2009 - May 2011
Astra Group   May 2010 - January 2011
Mardel  May 2008 - August 2008
Sylvan Learning  June 2003 - August 2007

Skills
PowerPoint, Word, Excel, Quickbooks, ACL, QuickBooks, Microsoft Excel, Marketing, Spanish

Education
Central College   2007 — 2011
Bachelor of Arts (BA), General Studies

Daniel Shalik Daniel Shalik Buffalo/Niagara, New York Area Details
Daniel Shalik's ING Financial Partners Experience 2010 - 2010
Job Customer Contact Representative
Industry Government Administration
Experience
U.S. Department of the Treasury   December 2013 - Present
Family Dollar  August 2011 - May 2013
Sunoco  January 2011 - August 2011
United Parcel Service  November 2010 - December 2010
Buffalo Bills  June 2010 - December 2010
Empire Liquidators   August 2010 - October 2010
Colorado Foothills Review LLC   January 2008 - July 2010
Colorado Foothills Review LLC   January 2008 - July 2010
ING Financial Partners   2010 - 2010
USPS  January 1984 - May 2007

Skills
Microsoft Office, Typing, Sales, Public Speaking, Innovation Management, Leading Projects, Government Liaisons, Customer Service, Project Management, Leadership, Marketing, Team Building, Marketing Strategy, Social Media

Education
Arapahoe Community College   2008 — 2010
AAS, Business

Arapahoe Community College   2008 — 2010
Associates in Applied Science Business Management AAS, Business Management

Erie Community College North Campus   1982 — 1994

Community College of the Air Force Tech School   1978 — 1978
Certificate Diploma, Inventory Management (64550) AFSC

Doug Ferner II Doug Ferner II Greater Detroit Area Details
Doug Ferner II's ING Financial Partners Experience February 2012 - March 2013
Job Founder and Chief Executive Officer at SdoubleM
Industry Computer Software
Experience
J.P. Morgan   October 2014 - Present
SdoubleM   August 2014 - Present
Sanctuary Camelback Mountain  June 2013 - August 2014
NSA Media  April 2013 - May 2013
ING Financial Partners   February 2012 - March 2013

Skills
Series 7, Investments, Strategic Financial..., Financial Analysis, Finance, Life & Health Insurance..., Retirement Planning, Portfolio Management, Mutual Funds, Retirement, Insurance, Series 63, Asset Allocation, Uniform Combined State..., Alternative Investments, Investment Strategies, Series 66, Fixed Annuities, Investment Advisory, 401k

Education
Arizona State University   2013 — 2014
Master's degree, Liberal Arts and Sciences/Liberal Studies, 4.0

Loyola University of Chicago   2009 — 2011
Bachelor's of Business Administration, Economics

Duke University   2007 — 2009

Amanda Finn Amanda Finn Fort Mill, South Carolina Details
Amanda Finn's ING Financial Partners Experience January 2014 - May 2014
Job Distribution Development Intern
Industry Marketing and Advertising
Experience
Daimler Trucks North America  May 2015 - Present
WIGO   January 2015 - Present
Bijuju  January 2015 - Present
ING Financial Partners   January 2014 - May 2014

Skills
Sales, Communication, Customer Service, Hospitality, Microsoft Word, Microsoft Office, Teamwork, PowerPoint, Social Networking, Social Media Marketing, Time Management, Social Media, Microsoft Excel, Leadership, Event Planning, Public Speaking, Marketing

Education
Coastal Carolina University   2011 — 2015
Marketing, Sales

Craig Daves Craig Daves Greensboro/Winston-Salem, North Carolina Area Details
Craig Daves's ING Financial Partners Experience January 1999 - June 2004
Job Investment Advisor Representative at Brookstone Capital Management
Industry Financial Services
Experience
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

M. Bond Freeman M. Bond Freeman Myrtle Beach, South Carolina Area Details
M. Bond Freeman's ING Financial Partners Experience October 2009 - Present
Job Registered Representative at ING Financial PartnersClarke FInancial Services
Industry Financial Services
Experience
ING Financial Partners   October 2009 - Present
ING Financial Partners   January 2010 - December 2011
Paul Thurmond for Congress   March 2010 - July 2010
Tempus Resorts   September 2008 - August 2009
Tommy Bahama  August 2005 - January 2007
Bass Pro Shops  August 2004 - January 2006

Education
Coastal Carolina University   2002 — 2007
Economics

Coastal Carolina University
Economics; Political Science

Austin Schile Austin Schile Indianapolis, Indiana Area Details
Austin Schile's ING Financial Partners Experience January 2011 - January 2011
Job Land Acquisition Specialist at Arbor Homes
Industry Real Estate
Experience
Arbor Homes  September 2015 - Present
West Monroe Partners  October 2014 - September 2015
West Monroe Partners  July 2013 - October 2014
Fusion Education Group  September 2011 - January 2012
ING Financial Partners   January 2011 - January 2011

Skills
Public Speaking, Social Media, Marketing, Microsoft Excel, Team Leadership, Salesforce.com, Data Analysis, Market Research, Management, Financial Analysis, Competitive Analysis, Budgets, Management Consulting, Consulting, Investments, Leadership

Education
DePauw University   2009 — 2013
Bachelor of Arts (B.A.), Economics

Norman Harris Norman Harris Farmington, Connecticut Details
Norman Harris's ING Financial Partners Experience July 2010 - October 2012
Job Financial Representative at Charter Oak Insurance & Financial Services Company
Industry Financial Services
Experience
Northwestern Mutual  October 2012 - October 2013
ING Financial Partners   July 2010 - October 2012
Prudential Financial  April 2008 - January 2010

Skills
Strategic Financial..., Retirement Planning, Life & Health Insurance..., Disability Insurance, Investments, Small Businesses..., Business Strategy, Financial Services, Series 63, Insurance, Finance, Series 6, Retirement, Fixed Annuities, Mutual Funds, Life Insurance, Financial Planning, Leadership, Public Speaking

Education
Albertus Magnus College   2010 — 2012
Bachelor's degree, Business Administration and Management, General

Dominick Cody Dominick Cody Greater New York City Area Details
Dominick Cody's ING Financial Partners Experience June 2013 - March 2014
Job Private Client Associate at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management  March 2014 - Present
ING Financial Partners   June 2013 - March 2014
Darden Restaurants  September 2006 - September 2013
2005 - 2006Saladworks   August 2005 - September 2006
Primerica Financial ServicesHasbrouck   January 2001 - July 2005

Skills
Investment Management, Financial Planners, Financial Analysis, Sales, Management, Public Speaking, Series 7, Series 66, Investment Strategies, Life Insurance, Long Term Care Insurance, Strategic Financial..., Investment Advisory, Tax Advisory, Microsoft Excel, Microsoft Word, Microsoft Office, Restaurant Management, Food Service, Inventory Management, Food & Beverage, Culinary Skills, Labor Management, Hospitality, Customer Service

Education
Colorado Technical University   2008 — 2009
September 2009 Bachelors of Science, Business; Finance

New Jersey Institute of Technology   2000 — 2003
Management

Jeff Kushner Jeff Kushner Greater Boston Area Details
Jeff Kushner's ING Financial Partners Experience February 1996 - September 2003
Job
Industry Nonprofit Organization Management
Experience
GRIT (Global Research Innovation and Technology)   July 2015 - Present
Town of Brookline, Ma  May 2015 - Present
Social Venture Partners Boston  April 2015 - Present
Harvard University, John F. Kennedy School of Government   October 2014 - Present
LaunchPad Venture Group  March 2013 - Present
Social Venture Partners Boston  December 2012 - Present
BlueMountain Capital Management  August 2008 - December 2011
Blue Mountain Capital Management   October 2003 - December 2011
ING Financial Partners   February 1996 - September 2003
Merrill Lynch & Co.   April 1992 - February 1996

Skills
CDO, Credit Derivatives, CLO, Hedge Funds, Alternative Investments, Fixed Income, Capital Markets, Credit, Asset Managment, Investments, Leadership, Mentoring, Non-profits, NGOs, Philanthropy, Derivatives, Trading, Structured Finance, Bonds, Private Equity, Nonprofits, Venture Capital, Asset Management, Investment Banking, Options, Securities, Bloomberg, Investment Strategies, Structured Products, Strategy, Management

Education
Harvard Kennedy School of Government   2013 — 2014
Master of Public Administration (MPA)

Columbia University - Columbia Business School   1998 — 2000
MBA, Finance

University at Albany, SUNY   1978 — 1982
BA, History

Kelly K. Crosse, LUTCF Kelly K. Crosse, LUTCF Hartford, Connecticut Area Details
Kelly K. Crosse, LUTCF's ING Financial Partners Experience 2000 - 2003
Job At OneAmerica Financial Partners Inc.
Industry Financial Services
Experience
OneAmerica Financial Partners Inc.  November 2013 - Present
Prudential Financial  January 2013 - November 2013
Hartford Financial Services Group  April 2011 - January 2013
MassMutual Financial Group  October 2009 - April 2011
Mass Mutual Life Insurance Co.  May 2008 - December 2009
Mass Mutual Life Insurance Co.  November 2006 - May 2008
New York Life  2003 - 2006
ING Financial Partners   2000 - 2003
ING Investment Management  1999 - 2003

Skills
CRM, Estate Planning, Insurance, Leadership, Management, Marketing, Retirement, Retirement Planning, Sales, Recruiting, Sales Management, Sales Operations, Strategic Financial..., Strategy, Training, Financial Planning

Education
Boston University   2007 — 2009
B.S., General Studies

John Taylor,III John Taylor,III Des Moines, Iowa Area Details
John Taylor,III's ING Financial Partners Experience Sales ManagerING Financial Partners Inc.
Job Field Relationship Manager at ING Financial Partners
Industry Financial Services
Experience
ING Financial Partners   Sales ManagerING Financial Partners Inc.

Education
Drake University   1976 — 1980

Erik Timmerman Erik Timmerman Des Moines, Iowa Area Details
Erik Timmerman's ING Financial Partners Experience 2000 - 2008
Job Divisional Sales Manager at Voya Financial
Industry Financial Services
Experience
Voya Financial  November 2013 - Present
ING U.S.   January 2011 - November 2013
ING U.S.   March 2009 - December 2010
ING Financial Partners   2000 - 2008

Skills
Mutual Funds, Fixed Annuities, Series 7, Securities, Investment Advisory, Asset Allocation, Financial Services, Financial Advisory, Alternative Investments, Relationship Management, Sales, Salesforce.com, Marketing, Customer Service, Sales Management, Sales Presentations, Process Improvement, Series 63, Retirement Planning, New Business Development, Wealth Management

Education
Coe College   1994 — 1998

Aaron Dick Aaron Dick Greater Minneapolis-St. Paul Area Details
Aaron Dick's ING Financial Partners Experience 2008 - 2009
Job at Bremer Bank
Industry Financial Services
Experience
Bremer Bank  March 2012 - Present
Bremer Bank  August 2009 - March 2012
ING Financial Partners   2008 - 2009
Edward Jones  2007 - 2008
Countrywide  2003 - 2007
Countrywide Home Loans  2003 - 2007

Skills
Credit, Banking, Compliance, Portfolio Management, Wealth Management, Risk Management, Loans, Series 7, Series 63, Budgeting, Analysis, Process Engineering, Strategic Planning, Business Analysis, Credit Analysis, Mortgage Lending, Leadership, Strategic Financial..., Underwriting, Mortgage Banking, Process Improvement, Vendor Management, Change Management, Relationship Management, Team Building, Credit Risk, Financial Risk, Securities, Financial Services, Fixed Income, Investments, Microsoft Excel, Commercial Lending, Financial Analysis, Consumer Lending, Finance

Education
Bethel University   2005 — 2007
Bachelor of Arts (BA), Organizatonal Leadership

Simpson College   1994 — 1998

Blendi Lluhani Blendi Lluhani Hartford, Connecticut Area Details
Blendi Lluhani's ING Financial Partners Experience March 2008 - March 2009
Job Business Development Specialist at ING Financial Partners
Industry Financial Services
Experience
ING Investment Management  March 2008 - Present
ING Financial Partners   March 2008 - March 2009
ING  February 2007 - February 2008

Education
Central Connecticut State University   2004 — 2006
Bachelor of Applied Science (BASc), Banking, Corporate, Finance, and Securities Law

Janos Major Janos Major Greater Philadelphia Area Details
Janos Major's ING Financial Partners Experience August 2009 - May 2014
Job Financial Specialist at PNC
Industry Pharmaceuticals
Experience
PNC  May 2014 - Present
ING Financial Partners   August 2009 - May 2014
ING Financial Partners   June 2011 - August 2012
GlaxoSmithKline  September 2007 - September 2008
Delaware Investments  September 2006 - March 2007
Magee Rehabilitation  September 2005 - March 2006

Skills
Access, Strategic Planning, Budgets, Marketing Strategy, Microsoft Excel, Time Management

Education
Drexel University - LeBow College of Business   2004 — 2009
Business Administration, Finance & Legal Studies

Rafael Romero Rafael Romero New York, New York Details
Rafael Romero's ING Financial Partners Experience June 2008 - March 2009
Job Private Equity Investor at Emigrant Capital Corporation
Industry Venture Capital & Private Equity
Experience
Emigrant Capital Corporation   October 2015 - Present
Prospect Capital   July 2014 - October 2015
Chartwell Investments   June 2013 - August 2013
Rockwood Equity Partners  May 2009 - June 2012
ING Financial Partners   June 2008 - March 2009

Skills
Private Equity, Family Office, Investments, Financial Transactions, Financial Modeling, Deal Sourcing, Valuation, Spanish, Strategy, Business Strategy, Transaction, Financial Analysis, Portfolio Management

Education
Harvard Business School   2012 — 2014
MBA, MBA

Augustana College   2004 — 2008
Bachelor of Arts, Finance & International Business

Alan Sapakie Alan Sapakie Phoenix, Arizona Area Details
Alan Sapakie's ING Financial Partners Experience January 2006 - Present
Job Registered Representative, ING Financial Partners
Industry Financial Services
Experience
ING Financial Partners   January 2006 - Present
American General Securities   March 1991 - January 2006

Education
Cornell University
B. Chemical Engineering 1965, M.S. [Chemical Engineering] 1966

Mohammed Zubairu MBA Mohammed Zubairu MBA Greater Philadelphia Area Details
Mohammed Zubairu MBA's ING Financial Partners Experience January 2008 - April 2012
Job Financial Advisor at Navy Federal Brokerage Services
Industry Financial Services
Experience
Navy Federal Financial Group  March 2012 - Present
US Navy Reserve  March 2012 - 2013
ING Financial Partners   January 2008 - April 2012
Banc of America Investments  2003 - 2007

Skills
Wealth Management, Finance, Retirement Planning, Investments, Financial Services, Leadership, Management, Portfolio Management, Financial Advisory, Mutual Funds, Financial Planning, Risk Management, Series 7

Education
Arcadia University   2013 — 2015
Master of Business Administration (MBA) Global Perspective, International Business/Trade/Commerce

International School of Paris
High School Diploma

University of Jos
BA, English

Université Paris X Nanterre
Bachelor of Arts (B.A.), Language

Paul Sprague Paul Sprague San Diego, California Details
Paul Sprague's ING Financial Partners Experience December 2007 - August 2014
Job Investment Adviser Representative at Voya Financial Advisors, Inc.
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   September 2014 - Present
ING Financial Partners   December 2007 - August 2014
ING Financial Partners   March 2004 - December 2007
ING U.S.   January 2002 - March 2004
Aetna Financial Services  July 1999 - January 2002
MetLife  March 1992 - June 1999

Education
Bentley University   1982 — 1986

Christina Wagamon Christina Wagamon Charlotte, North Carolina Area Details
Christina Wagamon's ING Financial Partners Experience January 2006 - May 2008
Job Marketing Coordinator at Schell Brothers
Industry Financial Services
Experience
Schell Brothers  September 2008 - Present
ING Financial Partners   January 2006 - May 2008

Education
Catawba College   2002 — 2006

Spade Chan Spade Chan San Francisco Bay Area Details
Spade Chan's ING Financial Partners Experience November 2008 - Present
Job ING Financial Partners, Inc.
Industry Financial Services
Experience
ING Financial Partners   November 2008 - Present
Ameriprise Financial  February 2008 - October 2008
HSBC Securities (USA)   September 2005 - February 2008
Morgan Stanley  May 1998 - August 2005
Merrill Lynch  December 1996 - 1998
ATR Systems, Inc   1990 - 1994
Everex Systems, Inc  1987 - 1990

Education
Texas A&M International University   1994 — 1995
MBA, International Banking

California State University-Dominguez Hills   1985 — 1987
BSC, Math & Computer Science

Carleton University   1981 — 1985
Engineering

Paul Pirocanac Paul Pirocanac Washington D.C. Metro Area Details
Paul Pirocanac's ING Financial Partners Experience July 2004 - December 2009
Job Senior Regulatory Analyst Market Regulation at FINRA
Industry Financial Services
Experience
FINRA  December 2009 - Present
ING Financial Partners   July 2004 - December 2009
American Express Financial Advisors  May 2003 - July 2004

Skills
Investments, Securities, FINRA, Series 7, Mutual Funds

Education
Drake University   1999 — 2003
Marketing, Advertising

Tracy Veillette, CFP Tracy Veillette, CFP Minneapolis, Minnesota Details
Tracy Veillette, CFP's ING Financial Partners Experience May 1992 - September 2014
Job Investment Adviser Representative at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors  September 2014 - Present
ING Financial Partners   May 1992 - September 2014

Education
Bentley University   1987 — 1991
Finance

Kim Kushner Kim Kushner Brookline, Massachusetts Details
Kim Kushner's ING Financial Partners Experience 1996 - 1997
Job President at Brookline Dolphins Swim Team Parent Advisory Committee
Industry Nonprofit Organization Management
Experience
Brookline Dolphins Swim Team - Parent Advisory Committee   August 2014 - Present
Brookline Education Foundation   September 2013 - Present
Supercosm   2001 - 2002
Kimberly Kushner Inc.   1999 - 2001
CT Corporation, division of CCH Publishing   1997 - 1999
ING Financial Partners   1996 - 1997
J.P. Morgan   1994 - 1996

Skills
Nonprofits, Program Management, Organization, Project Management, Information Architecture, Technical Writing, Fundraising, Public Relations, Business Development, E-commerce, Event Management, Marketing

Education
Boston College - Wallace E. Carroll Graduate School of Management   1990 — 1994

Tracy Fruitt Tracy Fruitt Muncie, Indiana Area Details
Tracy Fruitt's ING Financial Partners Experience March 2003 - Present
Job Financial Advisor at Registered Representative at Voya Financial Advisors
Industry Investment Management
Experience
Registered Representative at Voya Financial Advisors   January 2014 - Present
ING Financial Partners   March 2003 - Present
Raffensperger Hughes and NatCity Investments   June 1993 - January 2003
Edward Jones  1990 - 1993

Skills
Financial Analysis, Estate Planning, Retirement Planning, Employee Benefits, Series 7, Mutual Funds, Investments, 401k, Life Insurance, Portfolio Management, Retirement

Education
Ball State University - College of Business   1979 — 1984
Accounting, Finance, Law, Economics and Computer Science

Anthony Oliveri Anthony Oliveri West Palm Beach, Florida Area Details
Anthony Oliveri's ING Financial Partners Experience July 2005 - Present
Job OSJ Branch Manager at ING Financial Partners
Industry Financial Services
Experience
ING Financial Partners   July 2005 - Present

Education
American University   1994 — 1998

Lisa Hoyne Lisa Hoyne Greater Minneapolis-St. Paul Area Details
Lisa Hoyne's ING Financial Partners Experience 1990 - 1996
Job SVP Marketing at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group  October 2014 - Present
Woodbury Financial Services  January 2012 - October 2014
Woodbury Financial Services  July 2008 - December 2011
Woodbury Financial Services  July 2008 - November 2009
Midland National Life  March 1996 - June 2008
ING Financial Partners   1990 - 1996

Skills
Brokers, Insurance, Wealth Management, Investments, Securities, Fixed Annuities, Marketing, Retirement Planning, Strategy, Change Management, Marketing Communications, Strategic Planning, Financial Advisory, Sales, Management, Mutual Funds, Business Development, Series 7, Financial Services, Series 6

Education
Concordia College   1978 — 1982
BA, Psychology and Business Communications

Jeremiah Henderson Jeremiah Henderson Greater Chicago Area Details
Jeremiah Henderson's ING Financial Partners Experience December 2009 - April 2011
Job financial Advisor at LPL Financial
Industry Financial Services
Experience
ING Financial Partners   December 2009 - April 2011
LPL Financial  February 2007 - December 2009
AIG/VALIC  October 1980 - November 2006

Skills
Retirement Planning, Wealth Management, Strategic Financial..., Retirement, Investments, Fixed Annuities, Financial Planners, Life Insurance, Mutual Funds, Long-term Care, Portfolio Management, Business Planning, Finance, Financial Services, Mortgage Lending, 401k, Small Business, Investment Advisory, 401k Rollovers, Asset Allocation, FINRA, Financial Analysis, Financial Planning, IRAs, Insurance, Investment Strategies, Personal Finance, Public Speaking, Securities, Series 6, Series 63, Uniform Combined State...

Education
Chicago State University
BS, Secondary Education/Math

USA
Bachelor's of Science, Secondary Education/Math

Robert J Steblay Robert J Steblay Greater Minneapolis-St. Paul Area Details
Robert J Steblay's ING Financial Partners Experience January 1993 - June 1998
Job Partner Sales, Marketing, Distribution at brocorXchange
Industry Hospital & Health Care
Experience
Medica  May 2009 - February 2014
Allianz Life  April 1999 - August 2008
ING Financial Partners   January 1993 - June 1998
American Merchants Life and Health Insurance Co   October 1986 - October 1992

Skills
Leadership, Project Planning, Strategic Planning, Insurance, Change Management, Health Insurance, Healthcare, Mergers, Relationship Management, Financial Services, Medicare, Cross-functional Team..., Fixed Annuities, Loyalty Programs, Vendor Management, Series 7, Direct Marketing, Sales Management, Executive Management, Account Management, Program Management, Marketing, Strategy, Employee Benefits, Health Care Reform, Managed Care, Management, Health Savings Accounts, Team Building

Education
Bemidji State University   1972 — 1976
BS, Business Administration, Marketing, Management

The American College
Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU), Financial Services, Insurance, Healthcare, Retirement Planning

Clinton Berry Clinton Berry Greater Atlanta Area Details
Clinton Berry's ING Financial Partners Experience 1997 - 2004
Job Experienced Professional Trainer
Industry Professional Training & Coaching
Experience
ING Financial Partners   1997 - 2004

Skills
Training

Education
Augusta State University - College of Business Administration   1981 — 1986
BBA, Management

Carol (Otto) Foster, CFP Carol (Otto) Foster, CFP Greater Denver Area Details
Carol (Otto) Foster, CFP's ING Financial Partners Experience July 2009 - Present
Job Investment Adviser Representative at ING Financial Partners
Industry Financial Services
Experience
Voices West   2010 - Present
ING Financial Partners   July 2009 - Present
Colorado Women's Chorale   2011 - 2013
Northern Life Insurance CO   1984 - 2000

Skills
IRAs, Wealth Management, Sales, Investment Advisory

Education
Regis University   1994 — 1997
MS, Management

University of Colorado at Denver   1992 — 1994
BS, Business Administration, Finance

Arapahoe Community College   1990 — 1992
AA, Basics

Pacific High   1960 — 1963
Diploma

Tim Manser Tim Manser Boise, Idaho Area Details
Tim Manser's ING Financial Partners Experience August 2008 - Present
Job Investment Advisor Representative
Industry Financial Services
Experience
ING Financial Partners   August 2008 - Present
J.R. Simplot Company   1998 - 2001
Roundhouse Corporation   1979 - 1998
Albertsons  1969 - 1979

Education
Boise State University   1964 — 1969
BBA

Chad Walton Chad Walton Toledo, Ohio Area Details
Chad Walton's ING Financial Partners Experience December 1990 - September 2014
Job Registered Representative at VOYA Financial Advisors
Industry Financial Services
Experience
Voya Financial  September 2014 - Present
ING Financial Partners   December 1990 - September 2014
Lutheran Brotherhood Financial   July 1980 - December 1990

Education
Bowling Green State University   1976 — 1980
BA, Communications / Marketing

Lilya Sorkin Lilya Sorkin Greater Boston Area Details
Lilya Sorkin's ING Financial Partners Experience September 2001 - December 2011
Job Founder & Owner of SOELLE BEAUTY / CoFounder of MAZONE GROUP
Industry Retail
Experience
MAZONE GROUP   October 2011 - Present
Soelle Beauty LLC   October 2008 - Present
ING Financial Partners   September 2001 - December 2011

Skills
Product Development, Marketing Strategy, Sales, Marketing, New Business Development, Merchandising, Sales Management, Marketing Management

Education
Bentley University
Economics/Finance

Grant Peterson Grant Peterson Phoenix, Arizona Area Details
Grant Peterson's ING Financial Partners Experience December 2013 - September 2014
Job Vice President of Arizona Central Financial Services, Investment Advisor Representative at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors  September 2014 - Present
ING Financial Partners   December 2013 - September 2014
Wells Fargo Advisors, LLC  June 2010 - November 2013
Silverleaf Country Club  May 2006 - April 2011

Education
Arizona State University, W. P. Carey School of Business
Bachelor of Science (B.S.), Finance

Blake Willcox Blake Willcox Oklahoma City, Oklahoma Details
Blake Willcox's ING Financial Partners Experience 2010 - 2013
Job Associate Financial Advisor at Eide Bailly Financial Services
Industry Financial Services
Experience
Eide Bailly LLP  2013 - Present
ING Financial Partners   2010 - 2013

Skills
Wealth Management, Investments, Strategic Financial..., Series 7, Mutual Funds, Fixed Annuities, Certified Financial..., Financial Advisory, Investment Advisory, Finance, Securities, FINRA, Financial Analysis, Retirement Planning, Estate Planning, Retirement, Asset Allocation

Education
University of Central Oklahoma - College of Business Administration   2005 — 2007
Bachelors of Business Administration, Finance

University of Oklahoma   2003 — 2005

Brian Kruse Brian Kruse Springfield, Massachusetts Area Details
Brian Kruse's ING Financial Partners Experience February 2008 - March 2011
Job Registrations
Industry Financial Services
Experience
MassMutual Financial Group  March 2011 - Present
ING Financial Partners   February 2008 - March 2011
MassMutual  1991 - 2008
MassMutual’s Broker Dealer   1998 - 2007

Skills
Series 7, Series 24, Uniform Combined State..., FINRA, Financial Services, Insurance, Mutual Funds, Securities, Series 63

Education
Bryant University   1986 — 1990
BS, Management

Courtney Poopat Courtney Poopat Sacramento, California Area Details
Courtney Poopat's ING Financial Partners Experience October 2010 - April 2011
Job Financial Institution Specialist at FDIC
Industry Banking
Experience
FDIC  January 2013 - Present
FDIC  May 2012 - August 2012
USC Dornsife College   January 2012 - May 2012
Honey Thai Restaurant   May 2011 - May 2012
Center Theatre Group  January 2011 - April 2011
ING Financial Partners   October 2010 - April 2011
American Cancer Society  June 2007 - June 2009

Skills
Microsoft Word, Non-profits, Volunteer Management, Social Networking, Philanthropy, Nonprofits, Data Analysis, Statistics, Management, Accounting, Finance, Sales, Policy

Education
University of Southern California - Marshall School of Business   2009 — 2012
Bachelor of Science, Business Administration Major, Public Health Minor

Copenhagen Business School   2011 — 2011
International Business

Rhonda (Rhonda Peitzmeier) Potratz Rhonda (Rhonda Peitzmeier) Potratz Des Moines, Iowa Area Details
Rhonda (Rhonda Peitzmeier) Potratz's ING Financial Partners Experience October 2003 - December 2006
Job Financial Consultant at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank  December 2006 - Present
ING Financial Partners   October 2003 - December 2006
Colorfx  October 1998 - October 2003

Skills
Financial Analysis, Financial Modeling, Portfolio Management, Financial Reporting, Banking, Series 7, Mutual Funds, Accounting, Securities, Internal Controls, Credit, Sarbanes-Oxley Act, Mergers & Acquisitions, Due Diligence, Equities, Fixed Income, Bloomberg

Education
Drake University   1993 — 1997
BS, Accounting

West Ponit Central Catholic High School   1989 — 1993

Marlene Espinoza Marlene Espinoza Hartford, Connecticut Area Details
Marlene Espinoza's ING Financial Partners Experience November 2008 - February 2013
Job Financial Services Professional with expertise in retirement / Series 7 and Series 66, Life and Health
Industry Financial Services
Experience
ING Financial Partners   November 2008 - February 2013
New England Financial  July 2007 - June 2008
Prudential Financial  October 2003 - June 2007

Skills
Retirement Planning, Investments, Mutual Funds, Series 7, Retirement, Fixed Annuities, Insurance, Securities, Portfolio Management, Life Insurance, Financial Analysis, Asset Allocation, 401k, Equities

Education
Central Connecticut State University
Bachelor of Science (BS), Accounting

Corey Phillips Corey Phillips Pittsfield, Massachusetts Area Details
Corey Phillips's ING Financial Partners Experience July 2009 - October 2009
Job Helping families and small businesses achieve financial balance and success
Industry Financial Services
Experience
Wellesley Financial Group & Insurance Agency  March 2015 - Present
City Package Store   June 2010 - Present
City Package Store   June 2010 - Present
Guardian Life  March 2014 - March 2015
ING Financial Partners   July 2009 - October 2009
Nuclea Biotechnologies  March 2008 - November 2008

Skills
Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Public Speaking, Social Media, English, SQL, Accounting, HTML

Education
Clark University   2008 — 2009

Trinity College-Hartford   2004 — 2007
Bachelor of Science (BS), Economics and Political Science, 3.5

Akwasi Gyabaah Akwasi Gyabaah Iowa City, Iowa Area Details
Akwasi Gyabaah's ING Financial Partners Experience July 2003 - December 2003
Job Relocation Consultant
Industry Transportation/Trucking/Railroad
Experience
Hawkeye Moving Services, Inc   December 2009 - Present
Hawkeye Moving & Storage   June 1995 - December 2009
ING Financial Partners   July 2003 - December 2003
ACT  January 1994 - January 1996
Denney's   August 1994 - August 1995
The Athlete's Foot  August 1993 - August 1994

Skills
Access

Education
Kirkwood Community College   2001 — 2008
A.A.S, Business

Community College of Philadelphia   1992 — 1993

St. Ambrose University   1990 — 1991

Lindsay Jean-Philippe Lindsay Jean-Philippe New Britain, Connecticut Details
Lindsay Jean-Philippe's ING Financial Partners Experience January 2013 - January 2015
Job New Business Associate at Lincoln Financial Group
Industry International Affairs
Experience
Lincoln Financial Group  February 2015 - Present
ING Financial Partners   January 2013 - January 2015
Namco, LLC  April 2012 - October 2012
Arch Re Facultative Insurance Company   January 2012 - April 2012
Walgreens  May 2011 - August 2011
JC Penney Company  January 2010 - September 2010
Small Business Development Center  February 2010 - May 2010

Skills
Microsoft Office, Internet, Outlook

Education
Western New England University   2015 — 2017
Master of Arts (M.A.), Public Relations/Image Management

Central Connecticut State University   2007 — 2011
Bachelors of Science, International Business

Eric Syphus Eric Syphus Salt Lake City, Utah Details
Eric Syphus's ING Financial Partners Experience June 2012 - July 2013
Job Commercial Real Estate
Industry Banking
Experience
Zions First National Bank  May 2015 - Present
Zion's First National Bank  July 2013 - Present
ING Financial Partners   June 2012 - July 2013
Moss Adams LLP  July 2011 - March 2012
A+ Pest Control   April 2009 - August 2010
The Church of Jesus Christ of Latter-day Saints  September 2005 - October 2007

Skills
Excel, Customer Relations, Writing, Prosystems Tax Software, Pfx Engagement Software, Access, Accounting, Analysis, Budgets, Customer Service, Data Analysis, Financial Analysis, Financial Reporting, Leadership, Management, Microsoft Excel, Sales

Education
Brigham Young University   2004 — 2011
Bachelor of Science (B.S.), Accounting

Adam Savoy Adam Savoy Montoursville, Pennsylvania Details
Adam Savoy's ING Financial Partners Experience March 2008 - September 2009
Job Operations at Savoy Contract Furniture
Industry Furniture
Experience
Savoy Contract Furniture   January 2008 - Present
ING Financial Partners   March 2008 - September 2009

Skills
New Business Development, Sales Management, Account Management, Strategic Planning, Sales, Marketing Strategy, Customer Service, Budgets, Product Development, Negotiation, Team Building, Business Strategy, Purchasing, Contract Negotiation, International Sales, Forecasting, Microsoft Excel, Advertising, Microsoft Office, Business Development, Social Media Marketing, Team Leadership, B2B, Inventory Management, Cold Calling, Direct Marketing

Education
Colorado State University   2001 — 2005
B.A., Economics

Ken Brundage Ken Brundage Scottsdale, Arizona Details
Ken Brundage's ING Financial Partners Experience December 2006 - December 2011
Job Internal Wholesaler at VOYA Investment Management
Industry Financial Services
Experience
Voya Investment Management  May 2014 - Present
ING Investment Management  December 2011 - October 2014
ING Financial Partners   December 2006 - December 2011

Skills
Series 7, Retirement Planning, Series 63, Retirement, Investments, Fixed Annuities, Securities, Wealth Management, Investment Advisory, Mutual Funds, 401k, Strategic Financial..., Portfolio Management, Asset Allocation, Insurance, IRAs, Financial Advisory, Estate Planning, Alternative Investments, Series 65, Investment Strategies, FINRA, Asset Management, Financial Services, Equities, Fixed Income, Wealth, Separately Managed..., Finance, Financial Analysis, Bonds, Wealth Management..., Options, Financial Planners, Financial Markets, Morningstar, Bloomberg, Stocks, Trading, ETFs, Relationship Management, Investment Management

Education
Arizona State University   1988 — 1991
BS, Business Management

Lydia Sedor Lydia Sedor Towanda, Pennsylvania Details
Lydia Sedor's ING Financial Partners Experience January 2011 - Present
Job Financial Representative at ING Financial Partners
Industry Financial Services
Experience
ING Financial Partners   January 2011 - Present
Polaroid Corporation  1986 - 1991

Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance and Entrepreneurial Studies

Kelsey Martin Kelsey Martin Greater Boston Area Details
Kelsey Martin's ING Financial Partners Experience May 2011 - September 2011
Job Registered Associate at Harvest Wealth Management
Industry Financial Services
Experience
Harvest Wealth Management   July 2014 - Present
New York Life Insurance Company  June 2013 - July 2014
Morgan Stanley  May 2012 - May 2013
Bentley University  September 2010 - May 2013
Harvest Wealth Management   January 2012 - May 2012
ING Financial Partners   May 2011 - September 2011
Gap Inc./Old Navy   May 2010 - January 2011
Tenacity Inc.  July 2008 - September 2009
New Minuteman Mortgage Co. LLC   February 2005 - September 2009

Skills
Accounting, Access, Economics, Research, Microsoft Excel, PowerPoint, Microsoft Office, Portfolio Management, Outlook, Microsoft Word, Financial Analysis, Social Media, Facebook, SPSS, Data Analysis, Event Planning, Argus Modeling, Bloomberg, Finance, Bloomberg Terminal, Mutual Funds, Strategic Financial..., Financial Planning

Education
Bentley University   2009 — 2013
Bachelor of Science (B.S.), Corporate Finance & Accounting

Alan Schiff Alan Schiff Hartford, Connecticut Area Details
Alan Schiff's ING Financial Partners Experience March 2012 - September 2012
Job Senior Investment Operations Associate
Industry Financial Services
Experience
Prudential Financial  September 2012 - Present
ING Financial Partners   March 2012 - September 2012
First Niagara Financial Group  September 2011 - March 2012
Prudential Financial  August 2007 - July 2011
MassMutual Financial Group  2004 - 2007
CIGNA Retirement & Investment Services  2002 - 2004
Citibank  1999 - 2001

Education
Baruch College
BBA, Marketing/Retail Sales

Brockman (Jamie) Brockman (Jamie) Des Moines, Iowa Area Details
Brockman (Jamie)'s ING Financial Partners Experience June 2008 - Present
Job Brokerage Operations Coordinator at ING U.S.
Industry Financial Services
Experience
ING Financial Partners   June 2008 - Present
Wells Fargo Home Mortgage  September 2006 - June 2007
UPS  February 2000 - August 2006
UPS  June 1999 - February 2000
UPS  June 1997 - June 1999

Education
Drake University   1997 — 1999
Psychology

Cornell College   1996 — 1996
Psychology

Des Moines Area Community College   1994 — 1996

Marcus Bruce Marcus Bruce Philadelphia, Pennsylvania Details
Marcus Bruce's ING Financial Partners Experience January 2013 - Present
Job ING Financial Partners
Industry Financial Services
Experience
ING Financial Partners   January 2013 - Present
ELWYN INC  December 2012 - Present
Bloomsburg University  September 2011 - December 2012
Private Contractor / Employee of Dickens and Bogg’s Families   June 2008 - August 2012
Bloomsburg University  2009 - 2012
Bloomsburg University of Pa  July 2010 - April 2011
Bloomsburg University of Pa  October 2009 - July 2010
Bloomsburg University of Pa  April 2009 - July 2010

Skills
Communions, Public Speaking, Counceling, Photography, Team Leadership, Dependent, Goal Oriented, Highly Detailed, People-oriented

Education
Bloomsburg University of Pennsylvania   2008 — 2012
Bachelor of Arts, Communication Studies; Interpersonal Communication

Bloomsburg University of Pennsylvania   2008 — 2012
Bachelor of Arts, Communication Studies; Interpersonal Communication

Bloomsburg University of Pennsylvania   2008 — 2012
Bachelor of Arts, Communication Studies; Interpersonal Communication

Lystine Cush Lystine Cush Greater New York City Area Details
Lystine Cush's ING Financial Partners Experience 2007 - 2008
Job Marketing at National Grid
Industry Utilities
Experience
BET NETWORKS (a division of Viacom)   February 2009 - November 2011
ING Financial Partners   2007 - 2008
Viacom  June 2005 - 2007
Young & Rubicam  May 2003 - June 2005

Skills
Project Planning, Budget Management, Promotions, Vendor Relations, Contract Negotiation, Event Marketing, Marketing Communications, Timeline Management, Broadcast Production, Production Management, Multimedia Project..., Brand Development, Brand Awareness, Marketing Strategy, Status Reporting, Internal Communications, Event Planning, Management, Broadcast, Documentaries, Budgets, Multimedia, Production Managment, Television, Marketing, Social Media Marketing, New Media, Integrated Marketing, Digital Marketing, Digital Media, Creative Direction, Photography, Social Networking, Social Media, Advertising, Direct Marketing, Online Advertising, Video Production, Public Relations, Final Cut Pro, Entertainment, Marketing Management, Project Management, Event Management, Leadership, Editing, Strategy

Education
Dowling College
M.B.A., General Management

Dowling College
B.B.A., Major: Marketing/ Minor: Communications

Stephen Berndt Stephen Berndt Miami, Florida Details
Stephen Berndt's ING Financial Partners Experience October 2010 - Present
Job Investment Advisor Representative at ING Financial Partners
Industry Financial Services
Experience
ING Financial Partners   October 2010 - Present
Reata Real Estate Services   January 2009 - October 2010
DDR Corp.  January 2008 - June 2008

Skills
Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Series 7, Series 63, Series 65, SQL, Visual Basic, Real Estate, Insurance

Education
Baylor University - Hankamer School of Business   2003 — 2007
BBA, Finance

Baylor University - Hankamer School of Business   2003 — 2007
BBA, Real Estate

Daniel Hardrick Daniel Hardrick Hartford, Connecticut Area Details
Daniel Hardrick's ING Financial Partners Experience February 2008 - March 2012
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  March 2012 - Present
ING Financial Partners   February 2008 - March 2012
Allstate  January 2006 - June 2007

Education
The University of Connecticut School of Business   1991 — 1995
Master of Business Administration (MBA), Finance and Financial Management Services

Connecticut College   1986 — 1990
Bachelor's degree, Economics

Scott Jenny Scott Jenny Strongsville, Ohio Details
Scott Jenny's ING Financial Partners Experience May 2014 - Present
Job Intern at ING Financial Partners
Industry Financial Services
Experience
ING Financial Partners   May 2014 - Present
City of Strongsville  April 2013 - August 2013
Strongsville Rec   April 2011 - August 2012

Skills
Finance, Critical Thinking, Time Management, Leadership

Education
Bowling Green State University   2011 — 2015

Sherri Berch Sherri Berch Des Moines, Iowa Area Details
Sherri Berch's ING Financial Partners Experience March 2011 - June 2013
Job Finance Manager
Industry Financial Services
Experience
ING Financial Partners   March 2011 - June 2013
Principal Financial Group  August 2005 - March 2011
Wells Fargo  March 2003 - August 2005

Skills
Analytical Capability, Team Leadership, Building Effective..., Financial Risk..., Dependable Team Player, Business Process..., Innovative

Education
Drake University   1992 — 1998
Bachelor of Science (BS), Accounting

Allison Balmores Allison Balmores Voorhees, New Jersey Details
Allison Balmores's ING Financial Partners Experience March 2010 - September 2011
Job Financial Advisor
Industry Financial Services
Experience
MetLife  2012 - 2013
ING Financial Partners   March 2010 - September 2011
Apex Integrated Solutions  September 2007 - November 2008

Education
Drexel University - College of Business and Administration
Bachelor of Science in Business Administration, Double Concentration in Accounting and Finance

Stephanie Schugars Stephanie Schugars Muskegon, Michigan Details
Stephanie Schugars's ING Financial Partners Experience February 2011 - Present
Job Administrative Assistant at ING Financial Partners
Industry Financial Services
Experience
ING Financial Partners   February 2011 - Present
Target  August 2008 - April 2011
Kohl's Department Stores  May 2007 - May 2008

Skills
Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, Communication Skills, Secretarial Skills, Telephone Reception, Receptionist Duties, Problem Solving

Education
Baker College of Muskegon   2008 — 2012
Associate's Degree, Business Administration and Management, General

Muskegon Community College   2007 — 2008

Orchard View High School   2003 — 2007
High School Diploma, College Preparation

Aimee Sobinski Aimee Sobinski Pensacola, Florida Details
Aimee Sobinski's ING Financial Partners Experience March 2006 - May 2008
Job Administrative Director at LearningRx Pensacola
Industry Education Management
Experience
LearningRx Pensacola   January 2013 - Present
McGraw Insurance Services   September 2012 - January 2013
West Teleservices  September 2008 - July 2011
ING Financial Partners   March 2006 - May 2008
ING  June 2004 - March 2006

Skills
Customer Service, Training, Microsoft Office, Data Entry, Time Management, Leadership, Microsoft Excel, PowerPoint, Microsoft Word, Customer Satisfaction, Outlook, Photography

Education
University of West Florida   2011 — 2015
General Business and Psychology

Asnuntuck Community College   2003 — 2004
Associate's degree, General Studies

Bay Path College   2002 — 2003
Psychology

Josh Lien Josh Lien Bellevue, Washington Details
Josh Lien's ING Financial Partners Experience January 2014 - Present
Job Advisory Intern at ING Financial Partners
Industry Financial Services
Experience
ING Financial Partners   January 2014 - Present
上聯國際展覽有限公司   June 2011 - August 2013
台北時尚精品手工婚紗   July 2012 - August 2012

Skills
Microsoft Word, Microsoft Excel, Photoshop, Lightroom, Access, Investments, Film Photography, SPSS, Data Collection, Financial Analysis, Personal Budgeting, Personal Finance, Public Speaking, Digital Photography, Photographic Film...

Education
University of Washington Bothell School of Business   2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General

Bellevue College   2010 — 2011
Running Start, English Language and Literature, General

Interlake High School

Lance Presley Lance Presley Urbandale, Iowa Details
Lance Presley's ING Financial Partners Experience October 2012 - July 2014
Job Operations Manager at Voya Financial
Industry Financial Services
Experience
Voya Financial  July 2014 - Present
ING Financial Partners   October 2012 - July 2014
Cetera Financial Group  February 2012 - October 2012
ING Financial Partners   August 2008 - February 2012
ING Financial Partners   January 2007 - August 2008
ING Financial Partners   May 2005 - January 2007
Principal Financial Group  March 2002 - May 2005
Principal Financial Group  January 1999 - March 2002

Skills
Broker-Dealer, Trading, Financial Services, Management, FINRA Series 7, FINRA Series 24, FINRA Series 66, FINRA Series 53, FINRA Series 4, Life, Health and Annuity, Mutual Funds, Risk Management, Equities, Leadership

Education
Graceland University   1997 — 2001
Bachelor of Arts (BA), Business Administration, Management and Operations

AIB College of Business   1998 — 2000
Associate of Arts (AA), Business Management

John Maresca John Maresca Conshohocken, Pennsylvania Details
John Maresca's ING Financial Partners Experience February 2011 - February 2012
Job Advisory Network at SEI
Industry Financial Services
Experience
SEI  August 2015 - Present
First Niagara Bank  June 2014 - May 2015
BBCG Productions   April 2014 - June 2014
Wells Fargo  September 2012 - December 2013
Market Street Advisors  April 2012 - August 2012
ING Financial Partners   February 2011 - February 2012
SolomonEdwards  June 2009 - February 2011

Education
Bryant University   2004 — 2008
Bachelor’s Degree, Accounting and Finance

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