ING Financial Partners
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ING Financial Partners Employees
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
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
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
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
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
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)
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
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
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.
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
ING Financial Partners September 2009 - Present
Wells Fargo Bank June 1979 - September 2009
Education
Central College 1971 — 1975
BA, Mathematics
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Brookstone Capital Management January 2015 - Present
Diamond Advisor Group October 2009 - Present
Diamond Advisory, LLC. October 2009 - December 2013
ING Financial Advisers, LLC June 2007 - October 2009
The Alford Group July 1998 - October 2009
Legend Equities Corp July 2004 - May 2007
ING Financial Partners January 1999 - June 2004
Skills
Investments, Retirement, 401k, Retirement Planning, Strategic Planning, Mutual Funds, Asset Allocation, Fixed Annuities, Microsoft Office, Roth IRA, Financial Planning, Annuities, Insurance, Asset Management, Wealth Management, Estate Planning, Securities, Portfolio Management, Long Term Care, Risk Management, Brokers, Retirement Income..., IRA's, Budgeting, Group Benefits, 403(b), 457(b), Roth 401(k), Roth 403(b), Roth 457(b), Charitable Giving..., Social Security
Education
Davidson County Community College 2012 — 2016
Associate of Applied Science (A.A.S.), Accounting, 4.0
Davidson County Community College 2011 — 2015
Associate of Applied Science (A.A.S.), Business Administration and Management, General, 4.0
Elon University 1990 — 1991
Broadcast Communications
ING Financial Partners 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
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
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
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
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
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
ING Financial Partners Sales ManagerING Financial Partners Inc.
Education
Drake University 1976 — 1980
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
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
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
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
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
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
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
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
Schell Brothers September 2008 - Present
ING Financial Partners January 2006 - May 2008
Education
Catawba College 2002 — 2006
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
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
Voya Financial Advisors September 2014 - Present
ING Financial Partners May 1992 - September 2014
Education
Bentley University 1987 — 1991
Finance
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
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
ING Financial Partners July 2005 - Present
Education
American University 1994 — 1998
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
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
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
ING Financial Partners 1997 - 2004
Skills
Training
Education
Augusta State University - College of Business Administration 1981 — 1986
BBA, Management
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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