ING Financial Partners

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ING Financial Partners Employees

Employee
Years
Job
Industry
Doug Everett, CFP® Doug Everett, CFP® Portland, Oregon Area Details
Doug Everett, CFP®'s ING Financial Partners Experience 2008 - August 2014
Job Investment Advisor Representative at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors  September 2014 - Present
ING Financial Partners   2008 - August 2014
Children's Cancer Association  March 2012 - March 2013
AXA Advisors  July 1999 - June 2008
Ameriprise Financial Services, Inc.   December 1984 - July 1999

Skills
Retirement Planning

Education
Kent State University   1977 — 1981
B.B.A., Marketing and Business Management

Lisbon David Anderson   1973 — 1977

Eric Feldkircher Eric Feldkircher Phoenix, Arizona Area Details
Eric Feldkircher's ING Financial Partners Experience February 2012 - February 2013
Job Sales Rep West at Fleetmatics
Industry Telecommunications
Experience
Fleetmatics  April 2015 - Present
Fleetmatics  April 2013 - Present
SageQuest  April 2013 - June 2013
ING Financial Partners   February 2012 - February 2013
Frank Lynn & Associates  October 2011 - November 2011

Skills
Business Development, Mutual Funds, Retirement Planning, Strategic Financial..., Investments, Financial Analysis, Finance, Leadership, Sales, Salesforce.com, Fleet Management, Fleet Operations, Fleet Optimization, Telematics, Team Building, Cold Calling, Customer Service, Sales Management, Marketing, Training, Account Management, Management

Education
Indiana University Bloomington   2006 — 2010
Business Management, Business

Indiana University Bloomington   2006 — 2010
Bachelor's in Public Affairs, Business Management

Kimberly (Crichton) Enders CFP Kimberly (Crichton) Enders CFP Greater Detroit Area Details
Kimberly (Crichton) Enders CFP's ING Financial Partners Experience 2003 - 2008
Job Registered Principal & CERTIFIED FINANCIAL PLANNER™ Practitioner
Industry Financial Services
Experience
Summit Brokerage Services, Inc.   September 2015 - Present
J.P. Turner & Company, LLC (Member SIPC) 8344 Hall Road, Suite 211, Utica MI 48617   December 2008 - September 2015
ING Financial Partners   2003 - 2008
Morgan Stanley  February 2000 - February 2003
JPMorgan Chase  1997 - December 2000
ING Investment Management  January 1995 - January 1997

Skills
Retirement Planning, Series 24, Series 7, Wealth Management, Financial Planning

Education
Northwestern University   2014 — 2014
Certificate in Personal Financial Planning, Financial Planning and Services

Michigan State University   1991 — 1995
BA, Psychology

Kevin Middleton Kevin Middleton Greater Chicago Area Details
Kevin Middleton's ING Financial Partners Experience January 2014 - August 2014
Job Travel is fun
Industry Leisure, Travel & Tourism
Experience
ING Financial Partners   January 2014 - August 2014
Nisen & Elliott   January 2010 - December 2012
Nisen & Elliott   October 2008 - December 2009

Skills
Comprehensive Planning, Retirement Planning, Tax Management, Estate Planning, 401k, 401k Rollovers, 403 b, Roth IRA, Traditional IRA, Variable Annuities, Fixed Annuities, Insurance, Life Insurance

Education
University of Sydney   2012 — 2013
Masters Program, Accounting and Finance

Loyola University New Orleans   2004 — 2009
BA, Economics Major, Mathmatics Minor, Physics (2 Years)

Chad R. Bulle Chad R. Bulle Portland, Oregon Details
Chad R. Bulle's ING Financial Partners Experience July 2012 - July 2013
Job Annuity Specialist for WestStar Financial Group
Industry Insurance
Experience
Bulle Financial LLC   January 2013 - Present
ING Financial Partners   July 2012 - July 2013
ING  November 2008 - June 2012
ING  October 2005 - November 2008

Skills
Fixed Annuities, Sales, Insurance, Sales Operations, Retirement

Education
Upper Iowa University   2008 — 2012
Bachelor of Science (BS), Marketing

Kirkwood Community College   2004 — 2005
Associate of Arts (AA), General Studies

Jacy Kline Jacy Kline Fort Myers, Florida Area Details
Jacy Kline's ING Financial Partners Experience June 2012 - March 2013
Job Sr. Analyst Brand Finance & Strategy at Chico's FAS, Inc.
Industry Retail
Experience
Chico's FAS, Inc.   May 2015 - Present
Chico's FAS, Inc.   July 2013 - Present
ING Financial Partners   June 2012 - March 2013
American Eagle Outfitters  August 2011 - May 2012
The Crepevine  June 2010 - May 2012
Quiksilver  June 2006 - August 2009

Skills
Budgets, Customer Acquisition, Customer Analysis, Customer Satisfaction, Customer Service, Financial Advisory, Financial Analysis, Financial Markets, Financial Modeling, Financial Reporting, Financial Structuring, Forecasting, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Public Relations, Retail, Sales, Team Leadership, Time Management, Retirement Planning, Retirement Plan..., Qualified Retirement..., Small Business..., Mutual Funds, Investment Strategies, Leadership

Education
Florida Gulf Coast University   2013 — 2015
Master of Business Administration (M.B.A.), Finance, General

Florida State University   2008 — 2012
Bachelor of Science (B.S.), Applied Economics, Finance

Adam Macaluso Adam Macaluso Philadelphia, Pennsylvania Details
Adam Macaluso's ING Financial Partners Experience March 2013 - January 2014
Job Adjunct Mathematics Instructor at Wilmington University
Industry Financial Services
Experience
Wilmington University  September 2014 - Present
Kaplan University  March 2014 - Present
ING Financial Partners   March 2013 - January 2014
Positive Outcomes Charter School   July 2012 - March 2013
Dover High School  August 2011 - May 2012
Bamberger Polymers  October 2007 - May 2008

Skills
Statistics, Organization, Multi-tasked, Data, Public Speaking, Presentation Design, Leadership, Collaborative Work, Efficiency, Engaging Speaker, Teaching, Strategic Financial..., Sales, Microsoft Excel

Education
Molloy College   2009 — 2011
Masters of Science, Adolescent Math Education

SUNY at Buffalo   2003 — 2007
Bachelor of Science (BS), Public Finance, Marketing

Andrew Galy Andrew Galy Metairie, Louisiana Details
Andrew Galy's ING Financial Partners Experience October 2007 - September 2009
Job President New Orleans Private Wealth Management,LLC
Industry Financial Services
Experience
Galy Capital Group, LLC   October 2007 - Present
AXA Advisors  September 2009 - February 2014
ING Financial Partners   October 2007 - September 2009
FBT Investments   September 2000 - October 2007
First Bank and Trust  March 2000 - October 2007
American Fronteer Financial   February 1996 - February 2000

Skills
Retirement Planning, Investments, Insurance, Life Insurance, Fixed Annuities, Investment Advisory, Securities, Risk Management, Investment & Retirement..., Small Business, Portfolio Management, Strategic Financial..., Asset Management, Fee Based, Mutual Funds, Long Term Care Insurance, Variable Annuities, Variable Life, Variable Products, Fixed Income, Fixed Income Analysis, Fixed Income Strategies, Equities, Equity Trading, Equity Research, REIT, Oil/Gas, Oil Industry, Oil & Gas Industry, Tax Free Income, Municipal Bonds, Munis, Unit Trusts, ETFs, Options, Employee Stock Options, Options Strategies, Dividends, Annuity Sales, Equity Indexed Annuities, Indexed Annuities, Growth Strategies

Education
LSU   1984 — 1989
Bachelor of Science (BS), Zoology/Animal Biology

Jesuit New Orlean   1979 — 1984

Jeff Coil Jeff Coil Greater Grand Rapids, Michigan Area Details
Jeff Coil's ING Financial Partners Experience April 2007 - December 2008
Job Marketing Ninja
Industry Marketing and Advertising
Experience
Ninja Marketing Solutions   November 2011 - Present
River Country Chamber of Commerce of Newaygo County   January 2010 - Present
Creative Financial Partners  April 2011 - August 2013
Ameritas Investment Corp.  April 2011 - August 2013
VantagePointe Financial   October 2008 - April 2011
ING Financial Partners   April 2007 - December 2008
Graybar Electric  2000 - 2008

Skills
Annuities, Long Term Care, IRA's, Disability Insurance, Roth IRA, Mutual Funds, Insurance, Key Person Insurance, 401k, Savings, Retirement Planning, Retirement, Term Life Insurance, SEP, Group Benefits, Wealth Accumulation, Critical Illness, Universal Life, Whole Life, Profit Sharing, Defined Benefit, Annuity, Rollovers, Mortgage Protection, Fixed Annuities, Deferred Compensation, Wealth Management, Income Protection, Marketing Strategy, Direct Marketing, Email Marketing, Email Marketing Software

Education
Ferris State University   1970 — 1973

Jamie Trusheim Jamie Trusheim Miami/Fort Lauderdale Area Details
Jamie Trusheim's ING Financial Partners Experience January 2012 - December 2012
Job Producer at Stained Glass Eye Entertainment
Industry Entertainment
Experience
Stained Glass Eye Entertainment   February 2014 - Present
Big Shot Productions  June 2012 - Present
Keg TV   February 2012 - Present
ING Financial Partners   January 2012 - December 2012
Prudential Financial  April 2010 - January 2012
Florida Atlantic University  August 2006 - May 2010
Pi Kappa Alpha  November 2008 - November 2009
Scoop  November 2008 - April 2009

Skills
Event Management, Management, Financial Analysis, Customer Service, Microsoft Office, Investments, Sales, Portfolio Management, Selling, Leadership, Mutual Funds, Wealth Management, Strategic Financial..., Microsoft Excel, Negotiation, Strategic Planning

Education
Florida Atlantic University   2006 — 2010
BBA, General Management, General Marketing

Alexandra (Ali) Darrow Alexandra (Ali) Darrow New York, New York Details
Alexandra (Ali) Darrow's ING Financial Partners Experience June 2010 - August 2010
Job Assistant Strategist, Out of Home at Horizon Media
Industry Marketing and Advertising
Experience
Horizon Media  June 2014 - Present
Florida Association of Broadcasters   January 2012 - May 2014
City Weekend at Ringier China   May 2013 - August 2013
Lippe Taylor  June 2012 - August 2012
ING Financial Partners   June 2010 - August 2010

Skills
Non-profits, Public Relations, Event Management, Microsoft Office, Strategic Communications, Media Relations, Press Releases, Facebook, Social Media, Event Planning, Blogging, Social Media Marketing, Marketing, Graphic Design, Marketing Communications, Copywriting, Social Networking, Nonprofits, Photoshop, Online Marketing, Creative Writing, Adobe Creative Suite, Newsletters, Publicity, Advertising, Crisis Communications, Public Speaking, SEO, Editing, Email Marketing

Education
Florida State University   2010 — 2014
Bachelor of Arts (B.A.), Public Relations, Chinese, 3.9 GPA

Nicole Barbier Nicole Barbier Gainesville, Florida Area Details
Nicole Barbier's ING Financial Partners Experience 2009 - 2010
Job Grants Assistant at University of Florida
Industry Computer Software
Experience
University of Florida  2015 - Present
SumTotal Systems  February 2014 - October 2014
SumTotal Systems  February 2012 - February 2014
SumTotal Systems  October 2010 - February 2012
Contemporary Management Concepts, LLLP  2010 - 2010
ING Financial Partners   2009 - 2010

Skills
Salesforce.com, Softrax, iVantage, Crystal Reports, Sage Abra HRMS, Enterprise Software, SaaS, Leadership, Sales Process, Onboarding, Recruiting, Visio, Applicant Tracking..., Management, Employee Training, Human Resources

Education
University of Florida
M.Ed., Educational Leadership and Administration

Florida Atlantic University
BA, English, Specialization in British Literature

Amber Bell Amber Bell Austin, Texas Area Details
Amber Bell's ING Financial Partners Experience July 2007 - April 2011
Job Chief Compliance Officer at Spicewood Oaks Advisors, Inc.
Industry Financial Services
Experience
Spicewood Oaks Advisors, Inc.   January 2015 - Present
Couch Hallum Finanical Group, LLC   January 2015 - Present
NFP Advisor Services  April 2014 - January 2015
NFP Advisor Services Group  January 2013 - April 2014
Securities America, Inc. Member FINRA/SIPC   April 2011 - January 2013
ING Financial Partners   July 2007 - April 2011

Skills
Series 24, Series 7, FINRA, Compliance, Risk Management, Financial Services, Series 6, Series 66, Life & Health Insurance..., Securities, Financial Advisory, Wealth Management..., Investment Advisory..., Retirement Planning

Education
University of Maine   2005 — 2007
Bachelor of Science (B.S.), Elementary Education and Teaching; English

Eastern Nazarene College   2003 — 2005

Andrew C. Weissman, CIA, CGAP, CRMA Andrew C. Weissman, CIA, CGAP, CRMA Greater Denver Area Details
Andrew C. Weissman, CIA, CGAP, CRMA's ING Financial Partners Experience January 2009 - October 2009
Job Internal Audit at Colorado Department of Transportation
Industry Accounting
Experience
Colorado Department of Transportation  December 2014 - September 2015
Colorado Office of the State Auditor  September 2013 - December 2014
CliftonLarsonAllen  January 2012 - September 2013
Central States Funds  October 2009 - December 2011
ING Financial Partners   January 2009 - October 2009

Skills
Accounting, Auditing, Tax, Income Tax, Mutual Funds, Financial Analysis, Financial Accounting, Financial Reporting, Payroll, Internal Audit, Financial Statements, Finance, Internal Controls, Financial Audits, Analysis, GAAP, Microsoft Office, Assurance, Microsoft Excel

Education
Judson University   2004 — 2008
Bachelor's, Accounting

Jerry Robbins Jerry Robbins Greater Philadelphia Area Details
Jerry Robbins's ING Financial Partners Experience September 2011 - February 2012
Job Staff Financial Analyst at Allstate
Industry Real Estate
Experience
Allstate  March 2015 - Present
Asset Management Specialists  January 2014 - January 2015
Asset Management Specialists  March 2012 - January 2014
ING Financial Partners   September 2011 - February 2012
The Financial Planning Office of David K. Mitchell   August 2010 - December 2010
Phillipsburg Housing Authority   June 2007 - August 2010

Skills
Analysis, Data Analysis, Management, Microsoft Excel, Financial Analysis, Microsoft Office, Finance, Financial Modeling, Investments, Strategic Planning, Portfolio Management, Real Estate, Asset Management, Access, Auditing, Leadership, Budgets, Time Management, Negotiation, Series 7, Series 66, Uniform Combined State..., Contract Negotiation, Financial Reporting, PowerPoint, Outlook, Financial Planning, Strategic Financial..., Accounting, Financial Accounting, Forecasting, Operations Research, Business Analysis, Real Estate Economics, Advanced Microsoft..., Business Modeling, Data Mining, Loans, Training, Analytics, Risk Management, Process Improvement, Strategic Consulting

Education
University of Scranton   2015 — 2017
Master of Business Administration (M.B.A.), Accounting and Operations Management

King's College   2007 — 2011
Bachelor of Science (B.S.), Finance & Marketing

John David Moon John David Moon Charlotte, North Carolina Area Details
John David Moon's ING Financial Partners Experience December 2011 - April 2012
Job Project Controller
Industry Oil & Energy
Experience
Siemens Energy  June 2012 - Present
E4 Carolinas   2014 - 2014
University of South Carolina - Sustainability Fund   August 2011 - May 2012
ING Financial Partners   December 2011 - April 2012
Siemens Energy  May 2011 - August 2011
Alliance Consulting Engineers, Inc.   September 2008 - June 2010
Uzun & Case Engineers  May 2007 - August 2007

Skills
Financial Modeling, Microsoft Office, Data Analysis, Process Improvement, Financial Reporting, Financial Analysis, Project Controlling, Due Diligence, Budgeting, Valuation, Excel, PowerPoint, Word, Outlook, Emerging Markets, Windows, Marketing Strategy, Construction, Infrastructure, Microsoft Excel, Project Management, Budgets, SAP, Project Planning

Education
University of South Carolina - The Moore School of Business   2010 — 2012
International Masters of Business Administration, Finance

Fundação Getulio Vargas / FGV   2011 — 2011
Portuguese Language and Brazilian Business Culture

University of South Carolina-Columbia   2004 — 2008
Bachelor of Science, Civil Engineering

Lilly B Lilly B Mesa, Arizona Details
Lilly B's ING Financial Partners Experience June 1988 - August 2006
Job Customer Service at Verizon Wireless
Industry Information Services
Experience
Verizon Wireless  March 2007 - Present
ING Investment Management  September 1988 - August 2006
ING Financial Partners   June 1988 - August 2006

Skills
Business Analysis, Retirement Planning, Investment Strategies, General Insurance, Analysis, Estate Planning, Insurance, Investments, Retirement, Sales, Risk Management, Customer Service

Education
Kirkwood Community College
Associate of Arts (AA), Marketing

Collin De La Bruere Collin De La Bruere Greater Boston Area Details
Collin De La Bruere's ING Financial Partners Experience June 2013 - March 2014
Job Analyst at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch  April 2014 - Present
ING Financial Partners   June 2013 - March 2014
Romney for President  September 2011 - November 2012

Skills
Public Speaking, Microsoft Office, Economics, Research, PowerPoint, Stata, Social Media, Financial Analysis, Data Analysis, Financial Modeling

Education
Harvard University   2009 — 2013
Bachelor of Arts, Economics

Stanstead College   2005 — 2009

Fred Fisher Fred Fisher Greater Boston Area Details
Fred Fisher's ING Financial Partners Experience May 2010 - August 2010
Job Summer Intern at SoftBank Capital
Industry Banking
Experience
Bank of America Merrill Lynch  July 2015 - Present
SoftBank Capital  June 2014 - August 2014
HourlyNerd  July 2013 - April 2014
ING Financial Partners   May 2010 - August 2010
ING Financial Partners   May 2010 - August 2010

Skills
Economics, Finance, Microsoft Excel, PowerPoint, Microsoft Word, Spanish, Private Equity, Market Research, Entrepreneurship, Public Speaking, Business Strategy

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

Draper University   2012 — 2012

Anthony J. Chirchirillo, CFP®, CRPC® Anthony J. Chirchirillo, CFP®, CRPC® Greater Philadelphia Area Details
Anthony J. Chirchirillo, CFP®, CRPC®'s ING Financial Partners Experience October 2008 - October 2014
Job Group Vice President
Industry Financial Services
Experience
McAdam Financially Advanced™  November 2008 - Present
ING Financial Partners   October 2008 - October 2014
Ameriprise Financial Services, Inc.   July 2001 - September 2008

Skills
Wealth Management, Retirement Planning, Mutual Funds, Retirement, Portfolio Management, Investment Advisory, Financial Advisory, Financial Planning, Asset Allocation, Estate Planning, Investments, Asset Management, Investment Strategies, Series 63

Education
La Salle University   1997 — 2001
Bachelor's degree, Finance and Risk Management

Evan Bigler, CFP® Evan Bigler, CFP® Marlton, New Jersey Details
Evan Bigler, CFP®'s ING Financial Partners Experience May 2010 - August 2011
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  January 2015 - Present
Fidelity Investments  March 2014 - January 2015
Merrill Edge  August 2011 - March 2014
ING Financial Partners   May 2010 - August 2011

Education
Saint Joseph's University   2008 — 2010
Bachelor of Science (BS), Finance, General

New Jersey Institute of Technology   2006 — 2007

Chad Raudenbush Chad Raudenbush Boca Raton, Florida Details
Chad Raudenbush's ING Financial Partners Experience December 2007 - October 2011
Job VP, Business Consultant Specialized Industries at Bank of America Merchant Services
Industry Financial Services
Experience
Bank of America Merchant Services  November 2014 - Present
AXA Advisors  October 2011 - November 2014
ING Financial Partners   December 2007 - October 2011

Skills
Payment Solutions, Relationship Management, Consulting, Contract Negotiation, Portfolio Management, Financial Analysis, Merchant Services

Education
Florida State University - College of Business   2002 — 2007
Risk Management/Insurance

Warrena Warnae Watkins Warrena Warnae Watkins Greater Atlanta Area Details
Warrena Warnae Watkins's ING Financial Partners Experience July 2008 - August 2008
Job On The Rox Entertainment, LLC
Industry Entertainment
Experience
On The Rox Entertainment, LLC   March 2008 - Present
ING Financial Partners   July 2008 - August 2008
Jefferson Wells  April 2007 - June 2008
Accume Partners  September 2006 - June 2007
BDO USA, LLP  September 2005 - May 2007
KPMG  November 2003 - May 2005
Ernst & Young  March 1998 - September 2001
EDS Group  February 1998 - March 1999

Skills
Proposal Writing, Entertainment, SAS70, Booking Shows, Music, Concerts, Consulting, Event Planning, Festivals, Live Events

Education
Lincoln University (MO)   1993 — 1997
BS, Computer Information Systems

Grandview High School

Fern Shackelford- CFS, ARPC Fern Shackelford- CFS, ARPC Greater Chicago Area Details
Fern Shackelford- CFS, ARPC's ING Financial Partners Experience January 2011 - December 2013
Job Key Account Manager at Voya Financial
Industry Financial Services
Experience
Voya Financial  January 2015 - Present
ING Financial Partners   January 2011 - December 2013
ING Financial Partners   March 2003 - December 2010
Aetna Retirement Services  January 2000 - March 2003
Aetna Retirement Services  January 1998 - January 2000
Aetna Retirement Services  January 1989 - January 1998
Aetna LIfe & Casualty Company  May 1981 - January 1989

Education
Northern Illinois University
Journalism & Speech Communications

Jeff Doan Jeff Doan Washington D.C. Metro Area Details
Jeff Doan's ING Financial Partners Experience February 2011 - August 2013
Job Vice President Financial Advisor, Capital One Financial Advisors
Industry Financial Services
Experience
Capital One Financial Advisors  December 2014 - Present
Wells Fargo Advisors  August 2013 - November 2014
ING Financial Partners   February 2011 - August 2013

Skills
Retirement Planning, Investment Advisory, IRAs, Retirement Income..., 401k Rollovers, IRA's, Annuities, Insurance Planning, Wealth Accumulation, Wealth Management, Mutual Funds, Asset Allocation, Financial Planning, Disability Insurance, Roth IRA, Long Term Care, Estate Planning, Series 63, Stocks, Securities, Financial Analysis, Risk Management, series 65, Series 7

Education
George Mason University   2004 — 2008
Bachelor, Marketing

Rodrigo E. Gonzalez Rodrigo E. Gonzalez Miami, Florida Details
Rodrigo E. Gonzalez's ING Financial Partners Experience March 2012 - September 2012
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  August 2014 - Present
Morgan Stanley  October 2012 - February 2014
ING Financial Partners   March 2012 - September 2012
CBG Financial Group  September 2011 - February 2012

Skills
Financial Services, Asset Management, Equity Trading, FX trading, Futures Trading, Series 7, Series 66, Stock Market, Emerging Markets, Financial Analysis, Portfolio Management, Bloomberg, Options, Corporate Finance

Education
Florida International University - College of Business   2014 — 2015
Master of Finance, Banking, Corporate, Finance, and Securities Law

Suffolk University   2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance/Entrepreneurship

U.E. Colegio Los Arcos   1998 — 2008
High School, Junior High/Intermediate/Middle School & High School

William Stamos William Stamos New York, New York Details
William Stamos's ING Financial Partners Experience May 2011 - December 2012
Job Client services analyst at Cutwater Asset Management
Industry Financial Services
Experience
Cutwater Asset Management  January 2013 - Present
ING Financial Partners   May 2011 - December 2012

Skills
Microsoft Excel, Economics, Finance, Financial Reporting, Accounting, Asset Management, Financial Analysis, Strategic Financial..., Series 7, Investments, Mutual Funds, Asset Allocation, Equities

Education
Georgetown University   2007 — 2011
Bachelor of Arts (BA), Philosophy

Harvard Business School Digital Learning
HBX CORe, Business Analytics, Economics and Financial Accounting

Laura Marzano Laura Marzano Cherry Hill, New Jersey Details
Laura Marzano's ING Financial Partners Experience September 2009 - October 2014
Job Partner/Financial Advisor at H.O.M.E. Financial Advisors, LLC
Industry Financial Services
Experience
H.O.M.E. Financial Advisors, LLC   October 2014 - Present
ING Financial Partners   September 2009 - October 2014
PNC Capital Markets  August 2003 - April 2008

Skills
Finance, Investments, Financial Planning, Financial Advisory, Securities, Retirement, Financial Services, Asset Management, Insurance, Investment Management

Education
Saint Joseph's University   2008 — 2009
Master of Business Administration (M.B.A.), Finance

Lafayette College   1999 — 2003
Bachelor of Arts (BA), Mathematics and Economics

Tucker Roeder Tucker Roeder Boston, Massachusetts Details
Tucker Roeder's ING Financial Partners Experience May 2012 - September 2014
Job Investment Advisor Representative at McAdam
Industry Financial Services
Experience
McAdam Financially Advanced™  October 2014 - Present
McAdam Financially Advanced™  August 2013 - Present
ING Financial Partners   May 2012 - September 2014
Wellington Management  July 2010 - December 2010
Commonwealth Financial Network  July 2009 - December 2009

Education
Northeastern University   2007 — 2012
Bachelor's Degree, Finance and Entrepreneurship

Mary Nemer Mary Nemer Dallas/Fort Worth Area Details
Mary Nemer's ING Financial Partners Experience September 2013 - December 2013
Job Inside Sales Representative at MultiView
Industry Marketing and Advertising
Experience
MultiView  January 2014 - Present
Chili's  September 2013 - January 2014
ING Financial Partners   September 2013 - December 2013
Chrome Horse   June 2010 - September 2013
Walt Disney World  February 2010 - May 2010
Thomas L. Cardella & Associates   December 2008 - May 2009
Texas Roadhouse  August 2008 - December 2008

Skills
Sales, Social Networking, Customer Service, Team Leadership, Networking, Communication, Reliability, Enthusiast, Teamwork, Customer Satisfaction, Adaptability, Command, Building Relationships, Marketing, Event Planning, Selling, Passion for Helping..., Passion for Quality, Account Management, Public Speaking, Event Management, People Skills, B2B, Sales Presentations, Empathy, Success Driven, Hardwork, Volunteering, Loyal, Marketing Communications

Education
Mount Mercy College   2011 — 2013
Bachelor of Business Administration (BBA), Marketing

Kirkwood Community College   2008 — 2011
Associate of Arts (A.A.)

Linn-Mar High School

Kathy Tynan Kathy Tynan Des Moines, Iowa Area Details
Kathy Tynan's ING Financial Partners Experience March 2006 - October 2006
Job Owner, Kneaded Touch Massage
Industry Health, Wellness and Fitness
Experience
Kneaded Touch Massage   December 2000 - Present
TM Sisson PC   October 2006 - February 2014
ING Financial Partners   March 2006 - October 2006
Wachovia Securities, LLC  March 2003 - March 2006
UBS PaineWebber  February 2000 - March 2003
Princor Broker Dealer Services   April 1996 - January 2000
PaineWebber  July 1990 - March 1996

Skills
New Business Development, Process Improvement, Sales, Small Business, Team Building, Customer Service, Social Media, Strategic Planning, Public Speaking, Management, Budgets, Leadership, Training, Coaching, Entrepreneurship, Marketing

Education
AIB College of Business   1987 — 1989
Associates, Business Administration

Graceland University

Alida Hammond Alida Hammond Greater Seattle Area Details
Alida Hammond's ING Financial Partners Experience August 2013 - January 2014
Job Office Assistant at Allen Institute for Artificial Intelligence (AI2)
Industry Marketing and Advertising
Experience
Allen Institute for Artificial Intelligence (AI2)   January 2015 - Present
MarketStar  September 2014 - January 2015
Publicis  January 2014 - September 2014
ING Financial Partners   August 2013 - January 2014
Bureau of Education & Research  October 2011 - May 2013
Teatro ZinZanni, Wallingford Pediatrics   August 2012 - October 2012
The Howard Group, Inc.   June 2011 - June 2012
Various Marketing & Promotional Companies   September 2010 - August 2011
Green River Community College  March 2007 - June 2008

Skills
Event Management, Creative Writing, Editing, Audio/Visual Set-Up, Microsoft Office, Script-writing, Communication, Auction Management, Promotions, Leadership, Community Outreach, Speech Writing, Public Speaking, Data Entry, Filing, Fundraising, Event Planning, Advertising, Customer Service, Social Media

Education
Western Washington University   2008 — 2011
Bachelor of Arts (B.A.), Creative Writing

Green River Community College   2006 — 2008
Associate of Arts (A.A.), English Language and Literature, General

Auburn Senior High School   2002 — 2006
Diploma, Literature, Media Studies, Performing Arts, Business

Julie Domma Russell Julie Domma Russell Baton Rouge, Louisiana Area Details
Julie Domma Russell's ING Financial Partners Experience September 2011 - April 2013
Job Account Executive Franklin | Data Empowered Direct Mail
Industry Printing
Experience
Franklin - Data Empowered Direct Mail  April 2013 - Present
ING Financial Partners   September 2011 - April 2013
Great West Retirement Services  June 2008 - September 2011
Louisiana School for the Deaf  2008 - 2009
Louisiana State University  April 2007 - June 2008
LWCC  2005 - 2007
East Baton Rouge Parish Training and Development   January 2000 - May 2005

Skills
Direct Marketing, Strategic Planning, Microsoft Office, Direct Mail, Offset Printing, Variable Data Printing, Training, Marketing, Project Management, Team Building, Public Speaking, Marketing Communications, Marketing Strategy, Account Management, Public Relations, Sales, Email Marketing, Social Media

Education
Louisiana State University   1989 — 1997
Bachelor of Science (BS), Workforce Development and Training

Dayna Sartell Dayna Sartell Greater Boston Area Details
Dayna Sartell's ING Financial Partners Experience June 2012 - November 2012
Job Senior Project Coordinator at ThinkingPhones
Industry Management Consulting
Experience
ThinkingPhones  March 2015 - Present
Healthcare Source   January 2013 - February 2015
ING Financial Partners   June 2012 - November 2012
Boston State House   February 2012 - April 2012
Massachusetts Breast Cancer Coalition  April 2011 - October 2011
Macaroni Bar and Grill   April 2011 - August 2011
Wakefield Municipal Gas and Light Department   May 2009 - August 2010

Skills
Customer Service, Microsoft Office, Databases

Education
Merrimack College   2009 — 2012
Bachelor of Arts, Communication Arts and Sciences; Organizational Communication; Business Minor

Keene State College   2008 — 2009
Communication

Jan Schoolcraft Jan Schoolcraft Dayton, Ohio Area Details
Jan Schoolcraft's ING Financial Partners Experience November 1999 - December 2011
Job Retired
Industry Financial Services
Experience
ING Financial Partners   November 1999 - December 2011
First Command (formerly USPA & IRA)   September 1990 - November 1999
Ascension Church  1988 - July 1990
Montgomery Symphony   1987 - 1988
Peppercreek School   August 1979 - May 1980
Columbus, MS Schools   December 1976 - December 1978

Skills
Retirement, 401k, Fixed Annuities, Sales Management, Retirement Planning, Sales, Strategic Planning, Insurance, Investments, FINRA, Portfolio Management

Education
Mississippi University for Women   1973 — 1977
B.S. & M.Ed., Education

Allise Doster Allise Doster Des Moines, Iowa Area Details
Allise Doster's ING Financial Partners Experience March 2009 - March 2010
Job Investment Technician II
Industry Investment Management
Experience
Principal Financial Group  March 2014 - Present
Vesta Salon & Spa   December 2011 - November 2013
ChildServe  April 2010 - December 2011
ING Financial Partners   March 2009 - March 2010

Skills
Microsoft Office, Inventory Management, Public Speaking, Training, Non-profits, Budgets, Strategic Planning

Education
Grand View College   2004 — 2009
Bachelor's Degree, Business Administration

Ankeny High School   2000 — 2004

Jeff Helgeson Jeff Helgeson Lynchburg, Virginia Details
Jeff Helgeson's ING Financial Partners Experience October 2000 - December 2011
Job Investment Advisor Representative
Industry Financial Services
Experience
WRP Investments   January 2012 - Present
ING Financial Partners   October 2000 - December 2011

Skills
Retirement Planning, Fixed Annuities, IRAs, 401k Rollovers, Series 7, Retirement, Investment Advisory, Uniform Combined State..., Wealth Management, Series 65, Mutual Funds, Wealth Accumulation, 401k, Estate Planning, Roth IRA, Series 63, Asset Allocation, Strategic Financial..., Series 6, Financial Advisory, Financial Planning, Financial Planners

Education
The American College   1991 — 2003
Master of Science Financial Services, Financial Planning

Liberty University   1988 — 1990
MBA, Business

Liberty University   1985 — 1988
BS, Finance

Teresa Benning Teresa Benning Hartford, Connecticut Area Details
Teresa Benning's ING Financial Partners Experience October 2009 - December 2012
Job Owner/Registered Investment Advisor at Benning Financial Advisors
Industry Financial Services
Experience
Benning Financial Advisors   January 2013 - Present
ING Financial Partners   October 2009 - December 2012
Northwestern Mutual  September 2008 - October 2009

Skills
Insurance, Disability Insurance, Education Funding, Strategic Planning, Retirement Planning, Long Term Care Insurance, Wealth Accumulation, Life Insurance, Fixed Annuities, Strategic Financial..., Small Business, IRAs, Estate Planning, Retirement, Long-term Care, Series 63, Series 7, Investment Advisory, Investments, Financial Goals, College Savings Plans, Financial Planners, Personal Financial..., Retirement Plan..., Wealth, Asset Allocation, 401k Rollovers, 401k, Roth IRA, Health Insurance, Financial Planning

Education
Eastern Kentucky University   1978 — 1982
BS, Industrial Technoloogy

St. Joseph High School Hammonton NJ   1974 — 1978

Scott K. Spalding Scott K. Spalding Greater Atlanta Area Details
Scott K. Spalding's ING Financial Partners Experience June 2011 - August 2012
Job VP The Apartment Group at Bull Realty
Industry Real Estate
Experience
Bull Realty  February 2015 - Present
MassMutual Financial Group  October 2012 - January 2015
ING Financial Partners   June 2011 - August 2012
MetLife  2010 - June 2011
Atlanta, GA  2010 - June 2011
Paragon Asset Management Group LLC   June 1999 - December 2009

Skills
Retirement Planning, Estate Planning, Wealth Management, Business Planning, Risk Management, Fixed Annuities, Investments, Financial Analysis, Insurance, Life Insurance, Retirement, Small Business, Disability Insurance, Asset Management, Financial Services, Real Estate, Finance, Portfolio Management, Strategic Financial..., Mutual Funds, Financial Advisory, Investment Strategies, Financial Planners, Asset Allocation, Alternative Investments, 401k, Wealth, Valuation, Investment Management, Financial Planning

Education
Morehouse College   1988 — 1991
BA, Real Estate

Series 6,63 & 65 Life, Accident & Health and Variables Licenses

Harry E. Keller, CFP®, CPA, ChFC Harry E. Keller, CFP®, CPA, ChFC Greater Philadelphia Area Details
Harry E. Keller, CFP®, CPA, ChFC's ING Financial Partners Experience January 2004 - Present
Job CEO & President at Financial Independence Planning, LLC
Industry Financial Services
Experience
ING Financial Partners   January 2004 - Present
Financial Independence Planning, LLC   September 1995 - Present

Skills
Investment Advisory, Retirement Planning, Strategic Financial..., Series 7, Wealth Management, Retirement, Securities, Asset Allocation, 401k, Financial Advisory, Mutual Funds

Education
Drexel University - LeBow College of Business   1981 — 1982
MBA, Finance and Management

Penn State University   1973 — 1977
BS, Accounting (Honors)

Lincoln High School

Spencer Metcalf, CFP® Spencer Metcalf, CFP® Greenville, South Carolina Area Details
Spencer Metcalf, CFP®'s ING Financial Partners Experience July 2006 - August 2014
Job Financial Advisor at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors  September 2014 - Present
ING Financial Partners   July 2006 - August 2014

Education
University of South Carolina Upstate   2004 — 2006
Bachelor of Science (BS), Business Administration and Management, General

Florida State University   2010 — 2011
Certificate of Financial Planning, Financial Planning and Services

Strayer University-South Carolina   2007 — 2009
Master of Business Administration (MBA), Finance, General

Easley High School   1999 — 2003

Diana Petreski Diana Petreski Washington D.C. Metro Area Details
Diana Petreski's ING Financial Partners Experience February 2008 - April 2009
Job Financial Manager at National Nanotechnology Coordination Office
Industry Nanotechnology
Experience
National Nanotechnology Coordination Office  August 2012 - Present
National Nanotechnology Coordination Office  October 2009 - August 2012
ING Financial Partners   February 2008 - April 2009
Kansas State Bank  July 2004 - April 2006
Ham’s Restaurants  May 2000 - April 2004

Skills
Program Management, Analysis, Nanotechnology, Data Analysis, Microsoft Office, Research, PowerPoint, Customer Service, Government, Policy, Software Documentation, Leadership, Project Planning, Finance, Strategic Planning, Event Planning, Sales, Event Management, Training, Access, Budgets, Project Management

Education
Georgetown University   2012 — 2012
Project Management Certificate, Project Management

High Point University   1998 — 2002
BS, Business Management & Finance

J.Jablonskio gimnazija

Collin Ryan Collin Ryan Chantilly, Virginia Details
Collin Ryan's ING Financial Partners Experience May 2014 - August 2014
Job Student at James Madison University
Industry Higher Education
Experience
James Madison University  August 2011 - Present
Red Robin  May 2014 - December 2014
ING Financial Partners   May 2014 - August 2014
Front Row Marketing Services  August 2013 - December 2013

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Research, Social Media, Event Planning, Facebook, Teamwork, Customer Service, Access, Higher Education, Student Development

Education
James Madison University

Ben Semmes, AWMA® Ben Semmes, AWMA® Washington D.C. Metro Area Details
Ben Semmes, AWMA®'s ING Financial Partners Experience January 2011 - July 2013
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  July 2013 - Present
ING Financial Partners   January 2011 - July 2013
FUZE Lacrosse   2010 - 2011
Apex Energy Solutions of Charlotte   June 2009 - August 2009
SLC Inc   June 2006 - January 2009

Skills
Analysis, Financial Modeling, Finance, Financial Analysis

Education
James Madison University   2006 — 2010
BBA, Finance and Management

Alain Damisse Alain Damisse Boca Raton, Florida Details
Alain Damisse's ING Financial Partners Experience October 2012 - June 2013
Job Relationship Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  April 2014 - Present
John Hancock Financial Network  August 2013 - April 2014
ING Financial Partners   October 2012 - June 2013
Pennington Asset Management   May 2012 - August 2012
Montecito Advisors Inc.   May 2012 - August 2012

Skills
Finance

Education
Florida Atlantic University   2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance

Palm Beach Community College   2010 — 2011
Associate of Arts (A.A.)

Bob Andreola J.D., CFP® Bob Andreola J.D., CFP® Greater Boston Area Details
Bob Andreola J.D., CFP®'s ING Financial Partners Experience March 2008 - September 2011
Job Vice PresidentFinancial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  September 2011 - Present
ING Financial Partners   March 2008 - September 2011
ING Financial Advisers LLC  May 2007 - March 2008
ING Financial Advisers LLC  September 2002 - April 2007
PREVIOUS FINANCIAL SERVICES EMPLOYERS   May 1989 - August 2002
Cambridge Technology Partners and Viant Inc.   June 1997 - October 2001
Cambridge Technology Partners  1996 - 1999
Cambridge Technology Partners  1996 - 1999

Education
UMass- School of Law- Dartmouth (formerly Southern New England School of Law)   1995 — 2000
Juris Doctorate, Law

Northeastern University   1981 — 1986
Bachelors of Science - Cum Laude

Sheena H. Sheena H. Greater Chicago Area Details
Sheena H.'s ING Financial Partners Experience January 2012 - December 2012
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC  February 2013 - Present
Howard Community College  August 2010 - January 2013
ING Financial Partners   January 2012 - December 2012
Cintas  June 2010 - December 2011
MBC Precision Imaging  December 2008 - October 2009
Reznick Group  October 2007 - August 2008
Mitchell & Titus, LLP   June 2006 - October 2007

Education
Morgan State University   2008 — 2009
Master, Business Administration

North Carolina Central University   2002 — 2006
Bachelor, Business Administration; Accounting

Eddie Ivory Eddie Ivory Houston, Texas Area Details
Eddie Ivory's ING Financial Partners Experience January 2008 - August 2012
Job Aon
Industry Outsourcing/Offshoring
Experience
Aon Hewitt  April 2014 - Present
Ivory Marketing   January 2006 - Present
Allstate Insurance Company  2013 - January 2015
ING Financial Partners   January 2008 - August 2012
Terminix  May 2004 - February 2007
Terminix  July 2001 - April 2004
Atholton High School  August 1995 - June 2001

Skills
Cold Calling, Closing Deals, Account Management, Sales, Sales Management, New Business Development, Lead Generation, Leadership, Team Building, Sales Presentations, Coaching, Recruiting, Market Research, Building Relationships, Fixed Annuities, Retirement Planning, Fundraising, Hiring, Insurance, Entrepreneurship, Marketing, Investments, Mutual Funds, Financial Services, Interviews, Asset Allocation, Life Insurance, Disability Insurance, 401k, Retirement, Long Term Care Insurance

Education
Indiana University Bloomington   1996 — 2000
MS, Adaptive Physical Education

University of Maryland College Park   1990 — 1995
BS, Kinesiological Sciences

Gladys Salguero Gladys Salguero Portland, Oregon Details
Gladys Salguero's ING Financial Partners Experience January 2014 - September 2014
Job Supervision Consultant at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors  September 2014 - Present
ING Financial Partners   January 2014 - September 2014
ING Financial Advisers, LLC  May 1999 - December 2013
KatEm Fabrics   September 1998 - March 1999

Education
Fashion Institute of Design & Merchandising   1987 — 1989

Joe Gordon Joe Gordon Overland Park, Kansas Details
Joe Gordon's ING Financial Partners Experience January 2001 - June 2010
Job CoDefensive Coordinator & Secondary Coach
Industry Professional Training & Coaching
Experience
DB Skills Coach   2004 - Present
Joe Gordon Sports   February 1999 - Present
Bethany College KS  January 2014 - January 2015
Mississippi College  July 2012 - February 2013
Garden City Community College  February 2012 - February 2013
Kansas State University  February 2009 - August 2012
ING Financial Partners   January 2001 - June 2010

Skills
Investments, Retirement Planning, Strategic Financial..., 401k, Insurance, Social Networking, Estate Planning, Business Planning, Coaching, Strategy, Recruiting, Financial Advisory, Finance, Leadership, Management, Event Planning, Financial Planning, Public Speaking

Education
Kansas State University   1992 — 1996
B.S., Criminology

Greg Garl Greg Garl Midland, Michigan Details
Greg Garl's ING Financial Partners Experience January 2002 - October 2007
Job Securities offered through LPL Financial member FINRA/SIPC
Industry Financial Services
Experience
Garl Financial Services   November 2007 - Present
ING Financial Partners   January 2002 - October 2007

Skills
Fixed Annuities, Securities, Insurance, Retirement Planning, Life Insurance, Estate Planning, Strategic Financial..., Strategic Planning, Retirement, Budgets

Education
Michigan State University   1981 — 1985

Nora Drelich Nora Drelich Temecula, California Details
Nora Drelich's ING Financial Partners Experience November 2005 - March 2006
Job Admin Associate
Industry Accounting
Experience
Smith, LLP   August 2008 - November 2009
Morgan Stanley Smith Barney  March 2006 - July 2008
ING Financial Partners   November 2005 - March 2006
Levitt Capital Management, LLC   December 2003 - October 2005

Education
Nova Southeastern University   2003 — 2006
MBA, MBA

East Stroudsburg University   1995 — 1999
Bachelor of Arts, Economics

East Stroudsburg University   1995 — 1999
Bachelor of Science, Finance

Mario Matiev Mario Matiev Richmond, Virginia Area Details
Mario Matiev's ING Financial Partners Experience January 2008 - March 2008
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Affiliated Computer Services  July 2008 - August 2009
ING Financial Partners   January 2008 - March 2008
Capital One  March 2006 - June 2007
Bank One  September 2005 - March 2006
Marriott International  March 2005 - June 2005
Hewlett-Packard  July 2004 - October 2004

Education
Golden Gate University
MS, Telecommunications Management

University of California, Berkeley
BA, Psychology

Philip Bruce Philip Bruce Wayne, Pennsylvania Details
Philip Bruce's ING Financial Partners Experience May 2010 - December 2010
Job Senior Financial Analyst at AmerisourceBergen
Industry Pharmaceuticals
Experience
AmerisourceBergen  June 2014 - Present
AmerisourceBergen  May 2013 - June 2014
AmerisourceBergen  January 2011 - May 2013
ING Financial Partners   May 2010 - December 2010

Skills
Series 7, 66, LAH..., Data Analysis, Management, Investments, Sales, Insurance, Mutual Funds, Business Analysis, Microsoft Excel, Microsoft Office, PowerPoint, SharePoint, Analysis, Forecasting, Salesforce.com, CRM, Sales Operations, Outlook, Microsoft Word, Project Management, Rafting, Access

Education
La Salle University   2006 — 2010
Bachelor of Business Administration, Finance, Risk Management, Insurance

Villanova University   2012 — 2016
Master of Business Administration (M.B.A.)

JAMES F. SCHMITZ JAMES F. SCHMITZ St. Cloud, Minnesota Area Details
JAMES F. SCHMITZ's ING Financial Partners Experience 2009 - 2012
Job Investment Advisor Representative
Industry Financial Services
Experience
Laraway Financial Advisors, Inc.   2012 - Present
ING Financial Partners   2009 - 2012

Skills
Series 7, Series 6, Series 63, Investment Advisory, Licensed Life & Health..., Long Term Care Insurance, MNsure Certified

Education
Northern State University
B.S., Finance, Economics

Roncalli High School

Timothy Creath Timothy Creath Greater Chicago Area Details
Timothy Creath's ING Financial Partners Experience 2009 - February 2011
Job Insurance Advisor at Creath Financial Services
Industry Financial Services
Experience
Gradient Wealth Management   February 2015 - Present
Gradient Securities   September 2014 - Present
Creath Financial Services   July 2010 - Present
Regal Financial Group  January 2011 - June 2014
American Portfolios  January 2011 - June 2014
ING Financial Partners   2009 - February 2011
Northwestern Mutual  1992 - 2008

Education
Naval Postgraduate School   1981 — 1983
MS, Telecommunications Mgmt

Illinois Institute of Technology   1967 — 1971
BS, Marketing

Scott Schulze Scott Schulze Kansas City, Missouri Area Details
Scott Schulze's ING Financial Partners Experience 2004 - August 2008
Job National Account Executive at Freightquote
Industry Investment Management
Experience
Freightquote  June 2015 - Present
Life Transformations Fitness   August 2014 - Present
DM Bruce Associates   February 2013 - Present
Mike Martin Financial Group   2004 - January 2014
ING Financial Partners   2004 - August 2008
AT&T  November 2000 - July 2003

Skills
Retirement Planning, Investments, 401k, Retirement, Strategic Financial..., Financial Planners, Mutual Funds, Securities, Financial Advisory, Wealth Management, Investment Advisory, Asset Allocation, Personal Financial..., Estate Planning, Financial Planning, Insurance, Personal Training, Financial Services, Radio, Fitness, Shipping, Logistics Management, Customer Service, Customer Satisfaction, LTL, Truckload

Education
Blue River Community College

MIZ ZOU

Missouri State University

University of Missouri-Columbia

Kathlyn Ho Kathlyn Ho New York, New York Details
Kathlyn Ho's ING Financial Partners Experience February 2014 - September 2014
Job Client Service Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  September 2014 - Present
ING Financial Partners   February 2014 - September 2014
Morgan Stanley  July 2011 - August 2011
Law Offices of Michael Jay Green   April 2011 - July 2011

Education
Fordham University
Bachelor's degree, Business Administration/ Finance

Punahou School
High School

University of San Francisco

上智大学 / Sophia University
International Business

Derek Tharp, CFP® Derek Tharp, CFP® Cedar Rapids, Iowa Area Details
Derek Tharp, CFP®'s ING Financial Partners Experience May 2011 - August 2011
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co.   March 2014 - Present
Mote Wealth Management, LLC   November 2012 - March 2014
NAPFA Genesis   July 2012 - July 2013
RegentAtlantic Capital, LLC  June 2012 - October 2012
Mote Wealth Management, LLC   September 2011 - January 2012
NAPFA - Financial Planning Fundamentals Program   October 2011 - October 2011
FPA - Residency Program   October 2011 - October 2011
AEGON Americas  August 2011 - September 2011
ING Financial Partners   May 2011 - August 2011
Gelid LLC (DBA Tropical Sno)   May 2009 - August 2011

Education
Kansas State University   2012 — 2016
Doctor of Philosophy (Ph.D.), Personal Financial Planning, 4.00

Iowa State University   2011 — 2012
MFCS, Family Financial Planning, 4.00

Iowa State University - College of Business   2008 — 2012
Bachelor of Science, Finance with Economics minor, 3.83

Phitsamai LaToure Phitsamai LaToure Des Moines, Iowa Area Details
Phitsamai LaToure's ING Financial Partners Experience March 2012 - August 2012
Job Marketing Consultant at ING Financial Partners
Industry Insurance
Experience
ING Financial Partners   March 2012 - August 2012
ILIAC, ING Financial Advisors   November 2006 - February 2012
ILIAC, ING Financial Advisors   June 2010 - December 2010

Skills
Investments, Retirement Planning, Auditing, Training, Series 6, Mutual Funds, Retirement, Series 63, IRAs, Pensions, 401k

Education
Iowa State University - College of Business   2002 — 2006
Management, Emphasis in Human Resources and Psychology

Steven Li Steven Li Greater Denver Area Details
Steven Li's ING Financial Partners Experience April 2011 - August 2011
Job Assurance Associate at PwC
Industry Financial Services
Experience
PwC  September 2013 - Present
Internal Revenue Service  May 2012 - April 2013
BDO LLP  November 2011 - January 2012
ING Financial Partners   April 2011 - August 2011
Maxim Capital LLC   January 2011 - April 2011

Skills
Bloomberg Terminal, Morningstar, Japanese, Visual Basic, Accounting, Actuarial Science, Term Life Insurance, Microsoft Excel, Financial Analysis, Research, Spanish, Portfolio Management, Management, Economics, Strategic Financial..., Auditing, Leadership, Analysis, Statistics, Data Analysis, Access

Education
University of Denver - Daniels College of Business   2011 — 2013
MAcc, Accounting

University of Denver   2007 — 2011
Bachelor of Arts, Mathematics

Kansai Gaidai University   2009 — 2010
Specialized in Global Economics and Cross-Cultural Communication

Robert W. McNeil Robert W. McNeil Greater Denver Area Details
Robert W. McNeil's ING Financial Partners Experience 2010 - 2014
Job Finance/Budgeting
Industry Management Consulting
Experience
Booz Allen Hamilton  2014 - Present
eBags.com  July 2013 - March 2014
ING Financial Partners   2010 - 2014
Software Wholesale International   2007 - 2009
GE Access/Avnet   2006 - 2007
Holland America Cruise Line  2006 - 2006
Holland America Cruise Line  2005 - 2006
iCore Networks  2005 - 2005
Oracle  2003 - 2005
Oracle  2002 - 2003

Skills
Business Development, Account Management, Sales Management, Sales, New Business Development, CRM, Strategic Planning, Solution Selling, Business Strategy, Sales Process, Marketing, Financial Analysis, Negotiation, Program Management, Forecasting, Project Management, Direct Sales, Cold Calling, Management, Marketing Strategy

Education
Florida State University   1996 — 1999
Bachelor of Science, Finance

Langley High School   1989 — 1993

Virginia Tech

Kay Pierson Kay Pierson Washington D.C. Metro Area Details
Kay Pierson's ING Financial Partners Experience October 2006 - November 2008
Job CEO at Regal Finance & Consulting
Industry Real Estate
Experience
Regal Finance & Consulting   November 2003 - Present
ING Financial Partners   October 2006 - November 2008

Education
Howard University School of Law   1982 — 1985
juris doctor, Law and journalism

Nathan Hand Nathan Hand San Francisco Bay Area Details
Nathan Hand's ING Financial Partners Experience May 2009 - June 2011
Job IT Specialist at EPC IT Solutions
Industry Information Technology and Services
Experience
EPC IT Solutions  June 2015 - Present
IT Contractor  May 2013 - June 2015
Sensiba San Filippo, LLP  October 2011 - May 2013
ING Financial Partners   May 2009 - June 2011
New England Financial  May 2005 - May 2009

Skills
Unix, Unix Shell Scripting, Linux, Linux Desktop, LAMP administration, Linux System..., Ubuntu, Network Administration, Apache, Samba, OpenSuse, C++, Java, Debian, Wireless Networking, Wireless Security, LAN Switching, Bash, TCP/IP, Microsoft Technologies, Red Hat Linux, Fedora, VLAN, VMware, Access Points, Structured Cabling, Linux Server, Operating Systems, Unidesk, Aerohive, Active Directory

Education
San Jose State University   2000 — 2003
Bachelor of Science, Business Management

Gavilan College   2014 — 2015
Associate's Degree, Computer Science - UNIX Operating System, 4.0

Heald College-San Jose   1998 — 2000
Associate’s Degree, Computer Technology, 3.94

Santa Clara University - Leavey School of Business   2011 — 2011
Certificate of Advanced Accounting Proficiency (CAAP), Accounting

Evan Walczak Evan Walczak New York, New York Details
Evan Walczak's ING Financial Partners Experience May 2011 - June 2012
Job POS Specialist Manager at ShopKeep
Industry Computer Software
Experience
ShopKeep  June 2014 - Present
ShopKeep  April 2013 - May 2014
Coinmach Corporation  June 2012 - April 2013
ING Financial Partners   May 2011 - June 2012
Callahan for Congress   January 2010 - November 2010

Skills
Sales, Customer Service, Salesforce.com, Closing Business, Cloud Computing, POS, Credit Card Transaction..., New Business Development, Negotiation, Business Development, Account Management, Marketing, Management, Cold Calling, Microsoft Excel

Education
Lehigh University   2007 — 2011
BA, International Relations, Political Science

Lisa Donohue Lisa Donohue Greater Philadelphia Area Details
Lisa Donohue's ING Financial Partners Experience August 2011 - April 2012
Job Manager, Marketing Account Representatives at QSI | NextGen Healthcare
Industry Information Technology and Services
Experience
QSI NextGen Healthcare  August 2015 - Present
Unisys  October 2014 - August 2015
Unisys  August 2013 - October 2014
Mondo (Formerly known as the IT Resourcing Practice of Bluewolf)   April 2013 - June 2013
Bluewolf  October 2012 - June 2013
Bluewolf  April 2012 - September 2012
ING Financial Partners   August 2011 - April 2012
Philadelphia Marketing Solutions   May 2010 - July 2011
Terry Hines & Associates  August 2008 - May 2010

Skills
Marketing, Customer Service, Microsoft Office, PowerPoint, Marketing Strategy, Management, Microsoft Excel, Microsoft Word, Salesforce.com, Press Releases, Sales, Event Planning, Social Media Marketing, CRM, Time Management, Leadership, Social Media, Social Networking, Account Management, Team Building, Facebook, Golf, Market Research, Editing, Photoshop, Event Management, Marketing Communications, Direct Sales, Strategic Planning, Key Account Management, HTML, Public Relations, Advertising, Email Marketing, Project Management, Team Leadership, Online Advertising, SaaS, B2B, Online Marketing, Sales Management, Cold Calling, Training, Digital Marketing, Eloqua, EHR, RCM

Education
La Salle University   2006 — 2010
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication

Michael N Grossman,CFP® Michael N Grossman,CFP® Greater Philadelphia Area Details
Michael N Grossman,CFP®'s ING Financial Partners Experience December 2007 - July 2014
Job Investment Adviser Representative
Industry Financial Services
Experience
Voya Financial Advisors  September 2014 - Present
ING Financial Partners   December 2007 - July 2014
InterSecurities, Inc.   January 1996 - December 2007

Education
Plymouth Whitemarsh High School   1976 — 1979

University of South Florida   1981 — 1984
BS, Business, Management, Marketing, and Related Support Services

Montgomery County Community College   1979 — 1981
Accounting and Finance

Chad Mittleman Chad Mittleman New York, New York Details
Chad Mittleman's ING Financial Partners Experience September 2009 - December 2009
Job Named Account Executive Professional Services Specialist at Konica Minolta Business Solutions U.S.A., Inc.
Industry Business Supplies and Equipment
Experience
Konica Minolta Business Solutions U.S.A., Inc.   April 2013 - Present
Konica Minolta Business Solutions U.S.A., Inc.   June 2011 - Present
National Securities Corporation  January 2010 - May 2011
ING Financial Partners   September 2009 - December 2009
GunnAllen Financial  June 2009 - September 2009
Weichert Commercial Brokerage  June 2007 - August 2008
Walder, Hayden & Brogan, P.A   June 2004 - August 2005

Skills
Sales Management, Sales Support, Account Management, Cold Calling, Document Management, Microsoft Office, Excel, PowerPoint, Word, CRM software, New Business Development, Access, Finance, Equities, Customer Service, Customer Support, Computer Graphics, Information Security..., Workflow Applications, Sales, Adobe Photoshop, Business Process..., Hotels, National Programs, Contract Negotiation, Sales Operations, Management, CRM, Leadership, Microsoft Excel, Microsoft Word, Sales Process

Education
Indiana University Bloomington   2005 — 2009
B.S., Business Management

West Essex Regional High School

Alli DiMartino Alli DiMartino Washington D.C. Metro Area Details
Alli DiMartino's ING Financial Partners Experience October 2011 - August 2012
Job Student Affairs at Marymount University
Industry Public Relations and Communications
Experience
Marymount University  September 2014 - Present
Children's National Health System  February 2014 - August 2014
Philadelphia Phillies  September 2012 - October 2013
ING Financial Partners   October 2011 - August 2012
Harrisonburg Turks Baseball   June 2011 - August 2011
JMU Athletics Communications   February 2010 - June 2011
Camden Riversharks  May 2010 - August 2010

Skills
Social Media, Sales, Public Relations, Social Media Marketing, Event Planning, Customer Service, Microsoft Office, Time Management, Leadership, Sports, Press Releases, Organization, Public Speaking, Event Management, Recruiting, Constant Contact, Feature Articles, Photoshop, Digital Photography, ProVenue, StatCrew, Student Development

Education
James Madison University   2007 — 2011
Bachelor of Arts, Communications Studies

Susan McNamara Musil Susan McNamara Musil Melbourne, Florida Area Details
Susan McNamara Musil's ING Financial Partners Experience September 2007 - December 2012
Job Investment Adviser Representative at SMM Financial Services
Industry Financial Services
Experience
SMM Financial Services - Precision Capital Management   May 2015 - Present
Horter Investment Management, LLC  January 2013 - April 2015
ING Financial Partners   September 2007 - December 2012
SMITH HAYES Financial Services  1999 - 2007

Skills
401k Rollovers, Roth IRA, IRAs, Manage Client..., Investment Management, Financial Advisory, Financial Services, Indexed Annuities, Retirement Planning, Investments, Wealth Management, Series 65, Asset Allocation

Education
Lincoln Pius X   1962 — 1965

Missouri State University
BS, Education

University of Nebraska at Omaha
MS, Special Education

Robert Kelsey, M.B.A. Robert Kelsey, M.B.A. Greater Chicago Area Details
Robert Kelsey, M.B.A.'s ING Financial Partners Experience May 2012 - December 2012
Job Contract Pricing Analyst at Office Depot
Industry Financial Services
Experience
Office Depot  February 2015 - Present
OfficeMax (Merged with Office Depot Inc.)   August 2013 - February 2015
Marcus Theatres  November 2006 - March 2013
ING Financial Partners   May 2012 - December 2012

Skills
Microsoft Office, Quicken, Accounting, Financial Analysis, Financial Reporting, IFRS, FASB, Social Media, Ad Hoc Reporting, Cost Accounting, Hedging, Derivatives, Cash Management, QuickBooks, Microsoft Excel, Access, Corporate Tax, Management Accounting, Management, Income Tax, Payroll, Data Entry, Finance, Journal Entries, Accounts Receivable, Time Management, Inventory Management, Auditing, Financial Statements, Teamwork, Forecasting, Account Reconciliation, Variance Analysis, Accounts Payable, PowerPoint, Financial Modeling, Microsoft Word, General Ledger, SAP, Customer Service, Bookkeeping, GAAP, VBA, Vendor Management, Retail, Global Sourcing, Leadership, Marketing

Education
Lewis University   2012 — 2013
Master of Business Administration (M.B.A.), Accounting, 3.94/4.0

Lewis University   2010 — 2012
Accounting Major, Finance Minor, Accounting, Finance, 3.87/4.0

Heather May Heather May Washington D.C. Metro Area Details
Heather May's ING Financial Partners Experience August 2011 - September 2013
Job IT Security Recruiter at Valiant Solutions, LLC
Industry Staffing and Recruiting
Experience
Valiant Solutions, LLC  November 2014 - Present
Insight Global  September 2013 - November 2014
ING Financial Partners   August 2011 - September 2013

Skills
Technical Recruiting, Recruiting, College Recruiting, Applicant Tracking..., Temporary Placement, Consulting, Internet Recruiting, Talent Acquisition, Staffing Services, Screening Resumes, Staff Augmentation, Start-ups, Benefits Negotiation, Customer Service, Management, Temporary Staffing, Time Management, Business Development

Education
East Carolina University   2007 — 2011
Bachelor of Arts, Psychology, Business Administration

Bishop O'Connell High School   2003 — 2007

Graham Lewis Graham Lewis Greater Pittsburgh Area Details
Graham Lewis's ING Financial Partners Experience April 2012 - August 2012
Job .
Industry Financial Services
Experience
PNC  August 2015 - Present
PNC  March 2015 - July 2015
Eichenlaub Inc   January 2014 - July 2014
ING Financial Partners   April 2012 - August 2012
Innovation Works  May 2011 - August 2011
ING Financial Partners   May 2010 - August 2010

Skills
Competitive Analysis, Financial Analysis, Financial Markets, Leadership, Financial Risk, Investments, Strategy, Microsoft Excel, Customer Service, Management, Microsoft Office

Education
Elon University - Martha and Spencer Love School of Business   2008 — 2014
Bachelor's Degree, Business Administration with a concentration in Finance

Timothy R. McGreevy Timothy R. McGreevy Philadelphia, Pennsylvania Details
Timothy R. McGreevy's ING Financial Partners Experience March 2012 - October 2014
Job Investment Executive at McAdam Financially Advanced™
Industry Financial Services
Experience
McAdam Financially Advanced™  October 2014 - Present
ING Financial Partners   March 2012 - October 2014
McGreevy Brother's Selling Service   June 2011 - March 2012
LoudmouthFan   November 2010 - January 2012
C&W Mechanical Contracting Company   October 2008 - August 2010
C&W Mechanical Contracting Company   October 2008 - August 2010

Skills
Leadership, Microsoft Excel, Public Speaking, Social Media, Marketing, Social Networking, Finance, Management, Sales, Event Planning, Financial Analysis

Education
Gettysburg College   2008 — 2012
Bachelor of Arts (BA), Organization and Management Studies (OMS)

Gettysburg College   2008 — 2012
Minor, Business

Katie Woloshin Katie Woloshin Greater Philadelphia Area Details
Katie Woloshin's ING Financial Partners Experience October 2012 - March 2015
Job Financial Adviser at Woloshin Investment Management
Industry Financial Services
Experience
Woloshin Investment Management   April 2015 - Present
McAdam Financially Advanced™  October 2014 - March 2015
ING Financial Partners   October 2012 - March 2015
Kaplan University  September 2011 - June 2012

Education
James Madison University - College of Business   2008 — 2010
Bachelor of Science (BS), Writing, Rhetoric, and Technical Communication

James Madison University
WRTC, Writing, Rhetoric, and technical communication

Eric Hellstrom Eric Hellstrom South Chatham, Massachusetts Details
Eric Hellstrom's ING Financial Partners Experience January 2007 - November 2009
Job Realtor at Peterson Realty, Inc.
Industry Real Estate
Experience
Peterson Realty, Inc.   March 2015 - Present
Cockle Cove School   June 2006 - Present
ING Financial Partners   January 2007 - November 2009
UBS Financial Svc Inc  April 2002 - October 2006
Polaroid  August 2000 - July 2001
Special Counsel, Boston, MA   March 2000 - August 2000
Harmon Law Offices, P.C.   January 1999 - February 2000
Manpower, Needham MA   August 1997 - July 1998

Skills
Microsoft Office, Management, Microsoft Excel, Research, Leadership, PowerPoint, Public Speaking, Outlook, Finance, Event Planning, Sales, Training, English, Illustrator, Typing

Education
Lehigh University   1993 — 1997
Bachelor of Arts (B.A.), History

Lehigh University   1993 — 1997
Minor, Religion/Religious Studies

wayland high?   1989 — 1993

Nick Rogers, MBA Nick Rogers, MBA Sarasota, Florida Details
Nick Rogers, MBA's ING Financial Partners Experience August 2008 - December 2008
Job Manager of Accounts Receivable at Community Health Systems
Industry Hospital & Health Care
Experience
Community Health Systems  July 2014 - Present
Community Health Systems  August 2013 - July 2014
Community Health Systems  May 2012 - August 2013
Community Health Systems  May 2011 - May 2012
Community Health Systems  February 2011 - May 2011
University of Memphis  August 2009 - December 2010
ING Financial Partners   August 2008 - December 2008

Skills
Microsoft Excel, Microsoft Word, Project Management, Inventory Management, Policy Analysis, Microsoft Office, Data Analysis, Public Policy, Leadership, Analysis, PowerPoint, Research, Training, Business Analysis, Public Speaking, Leadership Development, Business Development, Policy, Healthcare, Customer Service, Hospitals, Team Leadership, Coaching, Medicaid, Employee Training, Teaching, Community Outreach, Medicare, Budgets, Team Building

Education
The University of Memphis   2009 — 2010
Master of Business Administration (MBA), Business Administration

Florida State University   2005 — 2008
Bachelor of Science (BS), Political Science

Florida State University   2005 — 2008
Minor, Economics

Vincent Gahren Vincent Gahren Charlotte, North Carolina Details
Vincent Gahren's ING Financial Partners Experience April 2006 - June 2008
Job Managing Partner/Tax & Investment Advisor at Trinity Asset Partners, LLC
Industry Financial Services
Experience
Trinity Asset Partners, LLC   September 2012 - Present
Wall Street Capitol an office of MetLife   March 2012 - September 2012
MetLife Securities  March 2012 - September 2012
Lincoln Financial Group  November 2011 - June 2012
HF Financial  February 2009 - October 2011
Waddell & Reed  March 2008 - February 2010
ING Financial Partners   April 2006 - June 2008
Ameriprise Financial Advisors  January 2001 - July 2005

Skills
Mutual Funds, Securities, Investments, Financial Planning, Asset Allocation, Insurance, Wealth Management, Estate Planning, Health Insurance..., Portfolio Management, Small Business, Alternative Investments, Individual Health..., Life Settlements, Private Placements, Wealth, Financial Planners, Qualified Retirement..., Pensions, Wealth Accumulation, Financial Advisory, Succession Planning, Bonds, Wealth Preservation..., Asset Management, Business Planning, Employee Benefits, Fixed Income, Life Insurance, Disability Insurance, Finance, Investment Advisory, Structured Products, Strategic Financial..., Defined Benefit, Risk Management, Income Protection, Equities, Self-Directed IRA Fund..., Series 63, Roth IRA, Insurance Planning, Tax-Free Investments, Financial Services, Tax Planning, Cash Flow Maximization, Series 7, Series 65, Affordable Care Act

Education
University of North Carolina at Charlotte   1995 — 1998
BA, History

Fordham University   1990 — 1991
General Education

Jennifer DeGroat Jennifer DeGroat Scottsdale, Arizona Details
Jennifer DeGroat's ING Financial Partners Experience 2011 - 2014
Job Financial Services Operations Representative at Annexus Distributors
Industry Financial Services
Experience
Annexus Distributors   April 2014 - Present
ING Financial Partners   2011 - 2014

Skills
*Strong Customer..., *Effectively Adjust..., *Consistently Adhere to..., Financial Services, Sales, Insurance, Life Insurance, Mutual Funds, Finance, Investments

Education
Flathead Valley Community College
Associate's Degree, Human Services

Jo Ann De Angelo Guerra Jo Ann De Angelo Guerra Reno, Nevada Details
Jo Ann De Angelo Guerra's ING Financial Partners Experience 2003 - 2012
Job Insurance Agent
Industry Insurance
Experience
AAA Northern California, Nevada & Utah   May 2015 - Present
Independant  May 2014 - Present
ING Financial Partners   2003 - 2012
AIG  June 2001 - October 2003
Bank of America  1991 - 1998
Bank of America  1991 - 1998

Skills
Insurance, Property & Casualty..., Life Insurance, Comprehensive knowledge..., Retirement Planning, 401k, Mutual Funds, Financial Planning, Excellent Sales,..., Customer Service, Fixed Annuities, Sales, Investments, Develop productive..., Schedule one-on-one and..., Provide financial..., Complete account..., Builds relationships..., Applies knowledge of..., Asset Allocation, Retirement Savings, Saving for Education, Strategic Planning, Finra Licensed 6 and 63, Sales Process, Sales Management, Variable Annuities, Fixed Assets, Fixed Asset Management, IRAs, Roth IRA, 401k Rollovers, 403 b, 457 Plans, State of Nevada..., Investment Strategies, Qualified Retirement..., Manages own time, Time Management, Enrollments, Rollovers, Organizational Structure, Retirement, Finance

Education
Evergreen Valley College   1991 — 1993
General Studies

Alex Higginbotham Alex Higginbotham Des Moines, Iowa Area Details
Alex Higginbotham's ING Financial Partners Experience May 2012 - October 2013
Job Real Estate Agent at Coldwell Banker
Industry Real Estate
Experience
Coldwell Banker  May 2015 - Present
Voya Financial  October 2013 - May 2015
ING Financial Partners   May 2012 - October 2013

Skills
Real Estate, Residential Homes, First Time Home Buyers, First Time Home Sellers, Customer Service, Customer Satisfaction

Education
Iowa State University   2007 — 2012
Bachelor’s Degree, History and Secondary Education

Fred Busler Fred Busler Greater New York City Area Details
Fred Busler's ING Financial Partners Experience July 2011 - September 2014
Job
Industry Financial Services
Experience
Questar Capital  October 2014 - Present
ING Financial Partners   July 2011 - September 2014
Magyar Financial   September 2008 - July 2011
Certified Financial Services, LLC   October 2004 - September 2008
Bartlo Packaging, Inc.   April 1991 - May 2003
Naporano Iron & Metal, Co.   1987 - 1991

Skills
Retirement Planning, Retirement, Fixed Annuities, Mutual Funds, Financial Services, Disability Insurance, Strategic Financial..., Investments, Insurance, Life Insurance, Finance, Long Term Care Insurance, Long-term Care, Financial Advisory, Risk Management, Wealth, Financial Reporting, Banking, Cash Flow, Employee Benefits, Accounting, Tax, Financial Analysis, 401k, Annuities, Long Term Care, Group Benefits, Financial Planning, Medicare

Education
Mansfield University of Pennsylvania   1985 — 1987
BS

Union County College   1982 — 1984
AA Accounting

Brendon Wilson Brendon Wilson Springfield, Pennsylvania Details
Brendon Wilson's ING Financial Partners Experience June 2012 - September 2012
Job Flagship Client Service Specialist at Vanguard
Industry Financial Services
Experience
Vanguard  July 2015 - Present
Bryant University  January 2015 - Present
Vanguard  October 2012 - July 2015
ING Financial Partners   June 2012 - September 2012
Wilson Law Firm  May 2011 - May 2012

Skills
Series 7, Series 63, Retirement Planning, Insurance, Mutual Funds, Strategic Financial..., Investment Strategies, Series 6, Financial Services, Investment Advisory, Uniform Combined State..., 401k Rollovers, Wealth Management, IRAs, Retirement, Asset Allocation, Wealth Accumulation, 401k, Roth IRA, Financial Planning

Education
East Stroudsburg University of Pennsylvania   2008 — 2012
Bachelor of Arts (B.A.), Philosophy

Springfield High School

Universidad de Jaen

Courtney Nixon Courtney Nixon Oklahoma City, Oklahoma Details
Courtney Nixon's ING Financial Partners Experience October 2011 - August 2014
Job Student at Oklahoma Christian University
Industry
Experience
Fit 4 Her gym   April 2015 - Present
Soccer Referee  January 2011 - Present
ING Financial Partners   October 2011 - August 2014

Education
Oklahoma Christian University   2013 — 2017

Luke Tung Luke Tung Irvine, California Details
Luke Tung's ING Financial Partners Experience March 2007 - December 2008
Job CERTIFIED FINANCIAL PLANNER
Industry Financial Services
Experience
AXA Advisors  February 2009 - Present
ING Financial Partners   March 2007 - December 2008
New York Life Insurance Company  January 2003 - August 2006
MONY  January 2000 - December 2002

Skills
Finance, Financial Services, Retirement Planning, Estate Planning, Retirement

Education
The American College   2001 — 2002
Master of Science (M.S.), Financial Planning and Services

Franklin University   1996 — 1998
Bachelor of Science (B.S.), Accounting

National Taipei University   1985 — 1989
Bachelor of Science (B.S.), Economics

Brandon Mayo Brandon Mayo Baltimore, Maryland Area Details
Brandon Mayo's ING Financial Partners Experience August 2010 - March 2011
Job Group Leader at Belcan Engineering
Industry Logistics and Supply Chain
Experience
GE Aviation  April 2014 - Present
Belcan Engineering  July 2013 - Present
GE Aviation  June 2011 - Present
ING Financial Partners   August 2010 - March 2011

Skills
Excel, Oracle, Oracle Discoverer, Inventory Management, Scheduling, Planning, Financial Analysis, Data Analysis, Marketing, Sales, Financial Forecasting, Production Planning, OBIEE, Materials Management, Physical Inventory, Inventory Planning, Finance, Management, Leadership, Project Planning, Microsoft Excel

Education
University of Maryland College Park   2014 — 2016
Master of Business Administration (M.B.A.)

Penn State University   2006 — 2010
Bachelor of Science, Marketing, Economics

National University of Singapore   2007 — 2008
Exchange Student

Sebastian Bafumi Sebastian Bafumi Hartford, Connecticut Area Details
Sebastian Bafumi's ING Financial Partners Experience April 2000 - December 2002
Job Plan Manager III at The Hartford
Industry Financial Services
Experience
Mass Mutual  January 2003 - Present
ING Financial Partners   April 2000 - December 2002

Education
Eastern Connecticut State University   1990 — 1994
BA, Marketing

Angie Fritchen Angie Fritchen Des Moines, Iowa Area Details
Angie Fritchen's ING Financial Partners Experience January 2012 - September 2012
Job Senior Admissions Representative/Recruiter at ITT Technical Institute
Industry Retail
Experience
ITT Technical Institute  November 2013 - Present
Bridal Elegance  September 2012 - November 2013
ING Financial Partners   January 2012 - September 2012
The Bon Ton Stores Inc.  May 2011 - December 2011
New York & Company  May 2010 - May 2011
The Bon Ton Stores Inc.  November 2009 - April 2010

Skills
Recruiting, Retail, Customer Service, Management, Visual Merchandising, Apparel, Event Planning, PowerPoint, Time Management, Sales, Merchandising, Fashion

Education
Iowa State University   2007 — 2011
Bachelor, Apparel Merchandising, Design, and Production

Matt Carroll Matt Carroll Greater New York City Area Details
Matt Carroll's ING Financial Partners Experience January 2012 - May 2012
Job Internal Wholesaler, AXA Distributors
Industry Financial Services
Experience
AXA Distributors  July 2013 - Present
uFinancial Group  September 2012 - December 2012
AXA Equitable  May 2012 - September 2012
ING Financial Partners   January 2012 - May 2012
EMC  January 2011 - July 2011
Vector Marketing  December 2008 - June 2009

Skills
Salesforce.com, Sales, Microsoft Excel, Cold Calling, PowerPoint, Account Management, Marketing, Microsoft Office, Direct Sales, Sales Management, Customer Service, Sales Process, Microsoft Word, Social Media, New Business Development, Market Research, Leadership, Social Media Marketing, Outlook, Marketing Strategy, Social Networking, Wealth Management, Finance, Business Development

Education
Northeastern University   2008 — 2013
CBA, Finance and Marketing

West Chester University of Pennsylvania   2011 — 2012
Economics

Kevin Mix Kevin Mix Grand Ledge, Michigan Details
Kevin Mix's ING Financial Partners Experience August 2008 - October 2011
Job Synergy Financial GroupFinancial Consultant
Industry Financial Services
Experience
Gradient Securities, LLC   August 2008 - Present
ING Financial Partners   August 2008 - October 2011
General Motors  September 1978 - August 2008

Skills
Retirement Planning, Investments, Fixed Annuities, Financial Services, Estate Planning, Customer Service, Financial Planning, Securities, Finance, Strategic Planning

Education
Kaplan University

Lansing Community College

Brian Aukes Brian Aukes Des Moines, Iowa Area Details
Brian Aukes's ING Financial Partners Experience June 2006 - August 2013
Job Chief Operations & Compliance Officer at Brokers International Financial Services, LLC
Industry Financial Services
Experience
Brokers International Financial Services, LLC  December 2013 - Present
ING Financial Partners   June 2006 - August 2013
Piper Jaffray  March 2001 - June 2006

Skills
Series 7, Securities, Financial Services, Insurance, Risk Management, Investments, Retirement Planning, Mutual Funds, Wealth Management, Series 24, Management, Process Improvement, Asset Management, Strategic Planning, Fixed Annuities, Retirement, Program Management, Investment Advisory, Strategic Financial..., Vendor Management, Business Analysis, Team Building, SDLC

Education
Eastern Illinois University

Alexis Rosenzweig Alexis Rosenzweig Greater Philadelphia Area Details
Alexis Rosenzweig's ING Financial Partners Experience May 2005 - November 2005
Job Pharmacy Technician at Wegmans Food Markets
Industry Financial Services
Experience
Wegmans Food Markets  June 2014 - Present
SEI  January 2013 - May 2014
Citadel Federal Credit Union  July 2012 - January 2013
SEI Investments  November 2005 - June 2012
ING Financial Partners   May 2005 - November 2005

Skills
Customer Service, Call Center, Retirement, Financial Services, Pensions, Retail Banking, Banking, Payments, Finance, Outlook, Microsoft Excel, CRM, Call Centers, Financial Analysis, Employee Benefits, Leadership, Management, Investments, Process Improvement

Education
Immaculata University   2001 — 2005
BA, Business Administration

Jonathan Michael Roth Jonathan Michael Roth Springfield, Illinois Details
Jonathan Michael Roth's ING Financial Partners Experience May 2004 - July 2006
Job Independent Registered Representative at Dollars & Sense Financial Services by Jonathan Michael Rolth
Industry Financial Services
Experience
Dollars & Sense Financial Services   October 2013 - Present
Music Source Professional Disc Jockey Service & Rock Star Professional Photo Booth   1993 - Present
American Income Life  June 2012 - September 2012
US Banccorp  August 2006 - February 2012
ING Financial Partners   May 2004 - July 2006
United Community Bank  December 1998 - April 2004
First Bank  October 1992 - November 1998
Magna Bank  April 1991 - September 1992
Ameriprise Financial Services, Inc.   January 1987 - July 1990

Skills
Retirement Planning, Marketing, Finance, Strategic Financial..., Public Speaking, Small Business, Time Management, Fixed Annuities, Music, Financial Analysis, Wealth Management, Microsoft Office, Wedding DJ, Term Life Insurance, Life Insurance, Retirement, Series 7, Investments, Series 6, Mutual Funds, Securities, Exceptional organization, Weddings, Insurance, Sales, Strategic Planning

Education
Lincoln Land Community College   1981 — 1983
Associate of Science (A.S.), Business Administration and Management, General

Griffin High School   1977 — 1981

Craig Eidell Craig Eidell Greater Philadelphia Area Details
Craig Eidell's ING Financial Partners Experience June 2008 - November 2012
Job Compliance Advisor at Lincoln Investment
Industry Financial Services
Experience
Lincoln Investment  October 2014 - Present
Lincoln Investment  February 2013 - October 2014
First Niagara Bank  November 2012 - February 2013
ING Financial Partners   June 2008 - November 2012

Education
Gannon University   2005 — 2008
BS, Finance

Duquesne University   1997 — 1999
Audio Engineering

Craig Friedrichsen Craig Friedrichsen Topeka, Kansas Area Details
Craig Friedrichsen's ING Financial Partners Experience October 2008 - September 2014
Job CERTIFIED FINANCIAL PLANNER at Voya Financial Advisors, Inc.
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   September 2014 - Present
ING Financial Partners   October 2008 - September 2014
H&R Block Financial Advisors  January 2006 - October 2008

Education
Iowa State University   1978 — 1982
BS, Journalism & Mass Communications

Nicole Visel Nicole Visel Hartford, Connecticut Area Details
Nicole Visel's ING Financial Partners Experience May 2011 - April 2014
Job Senior Business Analyst at Voya Financial
Industry Financial Services
Experience
Voya Financial  October 2006 - Present
Voya Financial  April 2014 - August 2015
ING Financial Partners   May 2011 - April 2014
ING U.S.   January 2010 - May 2011
ING U.S.   May 2008 - January 2010
ING U.S.   October 2006 - May 2008

Skills
Customer Service, Insurance, Securities, Series 63, Financial Services, Investments, Mutual Funds, Retirement, Retirement Planning, Risk Management, Series 7, Fixed Annuities

Education
Guilford High School   2000 — 2004

Manchester Community College

Abraham Dweck Abraham Dweck Greater New York City Area Details
Abraham Dweck's ING Financial Partners Experience February 2011 - January 2012
Job Business Analytics Manager at Macy's
Industry Information Technology and Services
Experience
Macy's  November 2014 - Present
Macy's MIO   April 2013 - November 2014
ING Financial Partners   February 2011 - January 2012

Skills
Estate Planning, Mortgage Lending, Series 7, Retirement Planning, Series 63, Mutual Funds, Microsoft Excel, Sales, Wealth Management, PowerPoint, Strategic Financial..., Fixed Annuities, Securities, Investments, Customer Service, Data Analysis, Banking

Education
Monmouth University   2005 — 2010
BA in Finance, Minor in IT, Finance

Tony Thai Tony Thai Greater New York City Area Details
Tony Thai's ING Financial Partners Experience July 2010 - March 2011
Job Web Developer at Samsung SDS
Industry Information Technology and Services
Experience
Samsung SDS  August 2014 - Present
MTA Long Island Rail Road  May 2013 - August 2013
J.P Morgan Chase  August 2011 - August 2012
ING Financial Partners   July 2010 - March 2011

Skills
Java, MVC Architecture, JSP, Servlets, JDBC, HTML, J2EE Web Services, Spring Framework, Spring MVC, Spring Security, Hibernate, JavaScript, Oracle SQL, AJAX, XML, C++, CSS, Linux, Relational Databases, jQuery, Data Structures, Unix, PHP, RESTful WebServices, AngularJS

Education
Farmingdale State University of New York   2012 — 2014
Bachelor's Degree, Computer Programming and Information Systems, 3.91 - Summa Cum Laude

State University of New York College at Oswego   2006 — 2010
Bachelor of Science (B.S.), Business Administration

Julia Holland Julia Holland Greater Philadelphia Area Details
Julia Holland's ING Financial Partners Experience January 2012 - October 2014
Job McAdam Financially Advanced
Industry Financial Services
Experience
McAdam Financially Advanced™  October 2014 - Present
ING Financial Partners   January 2012 - October 2014
U.S. Department of Labor   May 2010 - August 2010

Skills
Retail Financial..., Advanced Tax Planning, Insurance Planning, Event Planning, Public Speaking, Customer Service, Social Networking, Microsoft Office, Social Media, Microsoft Word, Public Relations, PowerPoint, Facebook, Microsoft Excel, Press Releases, Social Media Marketing

Education
James Madison University   2007 — 2011
B.S. Communication Studies, Public Relations

Hatboro-Horsham High School   2003 — 2007

Steven Kobrin Steven Kobrin Pompano Beach, Florida Details
Steven Kobrin's ING Financial Partners Experience May 2011 - June 2012
Job Financial Advisor at the Kobrin Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
The Kobrin Group of Wells Fargo Advisors, LLC   June 2012 - Present
ING Financial Partners   May 2011 - June 2012

Skills
Retirement Planning, IRAs, Business Services, Education Funding, Financial Guidance, 401k Rollovers, Estate Planning...

Education
Florida State University   2007 — 2011
Bachelor's degree, Finance and Marketing

Marjory Stoneman Douglas High School   2003 — 2007

Jami Limon Jami Limon Baltimore, Maryland Area Details
Jami Limon's ING Financial Partners Experience May 2012 - October 2012
Job Account Manager at TEKsystems
Industry Staffing and Recruiting
Experience
TEKsystems  June 2015 - Present
TEKsystems  November 2012 - Present
ING Financial Partners   May 2012 - October 2012
National Conference Services, Inc. (NCSI)   May 2011 - August 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Public Speaking, Recruiting

Education
James Madison University   2008 — 2012
Bachelor of Science (BS), Communication Studies

Howard High School   2004 — 2008

Eric Oldakowski Eric Oldakowski Greater Minneapolis-St. Paul Area Details
Eric Oldakowski's ING Financial Partners Experience 2006 - 2007
Job Project Manager at Wolters Kluwer / ProVation Medical
Industry Information Technology and Services
Experience
Wolters Kluwer / ProVation Medical   2011 - Present
Meditab Software, Inc.   2010 - 2011
Akamai Practice Management   2009 - 2010
MediNotes Corporation  2007 - 2009
ING Financial Partners   2006 - 2007
Lucculan's Italian Grill   2002 - 2006

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Program Management, Software Documentation, Process Improvement, Project Management, Communication, Restaurant Management, International Relations, Healthcare Information...

Education
Iowa State University - College of Business
Bachelor's degree, Business

Christina DeShaw Christina DeShaw West Des Moines, Iowa Details
Christina DeShaw's ING Financial Partners Experience October 2012 - July 2013
Job VP, Business Development and Recruiting at Broker Dealer Financial Services Corp.
Industry Financial Services
Experience
Broker Dealer Financial Services Corp.  July 2013 - Present
ING Financial Partners   October 2012 - July 2013
ING  December 2010 - October 2012
ING Financial Partners   November 2004 - December 2010
ING Financial Partners   November 2002 - November 2004

Skills
Mutual Funds, Series 63, Securities, Series 7, Insurance, Retirement Planning, Series 24, Business Development, Recruiting, FINRA, Asset Management, Financial Services, Investment Advisory, Investments, Management, Risk Management, Wealth Management, Retirement

Education
University of Iowa College of Law   1999 — 2002
Doctor of Law (JD)

Mount Holyoke College   1994 — 1998
BA, Politics and Complex Organizations

Chad Mercer Chad Mercer Des Moines, Iowa Area Details
Chad Mercer's ING Financial Partners Experience January 2010 - August 2012
Job Operations Manager at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions  October 2012 - Present
John Deere Financial  August 2012 - November 2012
ING Financial Partners   January 2010 - August 2012
ING  January 2008 - January 2010
ING Americas  September 1999 - January 2008

Skills
Business Analysis, Requirements Analysis, Process Improvement, SharePoint, SDLC, Visio, Insurance, Business Requirements, Change Management, Risk Management, Access, Requirements Gathering, SQL, Project Management, Vendor Management, Business Process, Team Leadership, Leadership, Business Process..., IT Strategy, Software Documentation

Education
Morningside College   1990 — 1994
Bachelor of Science (B.S.)

Jeremy Rubin Jeremy Rubin Des Moines, Iowa Area Details
Jeremy Rubin's ING Financial Partners Experience 2008 - 2012
Job Regional Vice President Representing Voya
Industry Investment Management
Experience
Voya Financial  August 2015 - Present
Voya Financial  February 2012 - August 2015
ING Financial Partners   2008 - 2012
Prinicpal Financial Group   June 2002 - February 2008

Skills
Retirement, Fixed Annuities, Retirement Planning, Investments, Wealth Management, Mutual Funds, Asset Allocation, Strategic Financial..., Investment Strategies, Series 6

Education
Iowa State University   1995 — 2000
Bachelor's degree, Economics

Armstrong, M. Armstrong, M. Des Moines, Iowa Area Details
Armstrong, M.'s ING Financial Partners Experience August 2011 - June 2012
Job Assistant Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group  June 2014 - Present
Principal Financial Group  May 2013 - May 2014
Brokers International Financial Services, LLC  June 2012 - May 2013
ING Financial Partners   August 2011 - June 2012
ING Retail Annuities   April 2011 - August 2011
ING Financial Partners   June 2008 - April 2011
ING  January 2007 - June 2008
Wells Fargo Bank  June 2006 - December 2006

Skills
Series 7, Series 24, Options, Series 63, Mutual Funds, Series 65, Retirement Planning, Securities, Fixed Annuities, Retirement, Investment Advisory

Education
Morningside College   2002 — 2006
Bachelor of Arts Degree, Business Administration; Marketing

Kathy Lepeska Pedersen Kathy Lepeska Pedersen Greater Minneapolis-St. Paul Area Details
Kathy Lepeska Pedersen's ING Financial Partners Experience November 1986 - April 2000
Job Prod Ops Analyst at Medica
Industry Information Technology and Services
Experience
Medica  February 2015 - Present
UCare Minnesota  December 2011 - September 2012
Digital River  July 2011 - December 2011
Medica  August 2009 - June 2011
Medica  July 2008 - June 2011
Macy's North  October 2001 - May 2008
ING Financial Partners   November 1986 - April 2000

Skills
Data Warehousing, SQL, ETL, Informatica, Data Modeling, Software Documentation, Testing, SDLC, Data Integration, Analysis, CRM, Project Management, Performance Tuning

Education
Gustavus Adolphus College   1980 — 1984
BS, Mathematics

Shellee Pietras Shellee Pietras Greenwood, Indiana Details
Shellee Pietras's ING Financial Partners Experience April 2004 - Present
Job Investment Adviser Representative at Voya Financial Advisors, Inc.
Industry Financial Services
Experience
ING Financial Partners   April 2004 - Present
KYB Manufacturing NA, Inc.   September 2000 - April 2004

Education
Indiana University Bloomington
Bachelor of Business Administration (B.B.A.)

LJC

Jeffery Trammell Jeffery Trammell Baton Rouge, Louisiana Area Details
Jeffery Trammell's ING Financial Partners Experience February 2007 - Present
Job Investment Adviser Representative/Office of Supervisory Jurisdiction at ING Financial Partners
Industry Financial Services
Experience
ING Financial Partners   February 2007 - Present
Pelican Advisory Group   September 2000 - February 2007
Pelican Advisory Group   January 2001 - February 2004
Mass Mutual Life Insurance Company  January 1998 - August 2000
New York Life Insurance Company  January 1997 - December 1997
New York Life Insurance Company  September 1995 - January 1997
Bank One, N.A.   January 1994 - September 1995
JMC Capital Management   November 1992 - January 1994
University of New Orleans  January 1992 - December 1993
Bank One, N.A./Premier Bancorp, Louisiana   May 1990 - January 1992

Skills
Strategic Financial...

Education
University of New Orleans   1992 — 1993
MBA

Louisiana State University   1984 — 1990
BS, Finance

CSBS

Louisiana State University

Steven Stafford Steven Stafford Greater Atlanta Area Details
Steven Stafford's ING Financial Partners Experience January 2005 - December 2010
Job Managing Partner at SportsBoards Online, LLC
Industry Financial Services
Experience
SportsBoards Online, LLC   October 2007 - Present
Foresters Equity Services, Inc.   December 2010 - January 2012
ING Financial Partners   January 2005 - December 2010
MetLife  January 2003 - January 2005

Skills
Retirement Planning, Retirement, Strategic Financial..., Investments, Long-term Care, Disability Insurance, Term Life Insurance, Insurance, Risk Management, Sales Management, IRAs, Roth IRA, 401k Rollovers, Fixed Annuities, Wealth Accumulation, Mutual Funds, College Savings Plans, Executive Management, 401k, Asset Allocation, Investment Strategies, New Business Development, Financial Advisory, Money, Wealth Management, Financial Planners, Alternative Investments, Contract Negotiation, Variable Annuities, PowerPoint, Estate Planning, Microsoft Excel, Business Strategy, Business Planning, Investment Advisory, Series 6, Series 63, Securities, Life Insurance, Income Protection, Retirement Plan..., ETFs, Wealth Management..., Personal Financial..., Asset Management, Investment Advisory..., Financial Goals, FINRA, Portfolio Management, Rollovers

Education
Redding University   2001 — 2003
master of finance, Finance, General

Frostburg State University   1992 — 1994
Bachelor's degree, Political Science and Government

Scott Vandiver Scott Vandiver Greater Philadelphia Area Details
Scott Vandiver's ING Financial Partners Experience 2007 - Present
Job Registered Representative at ING Financial Partners
Industry Financial Services
Experience
ING Financial Partners   2007 - Present

Education
Liberty University   1982 — 1985

Kevin Gotto Kevin Gotto Sioux City, Iowa Area Details
Kevin Gotto's ING Financial Partners Experience January 2000 - Present
Job VP Sales Partners Advantage
Industry Insurance
Experience
Partners Advantage Midwest, LLC   January 2012 - Present
ING Financial Partners   January 2000 - Present

Education
Iowa State University - College of Business   1980 — 1984

The University of South Dakota
MBA, Business

Maggie Beier Maggie Beier Greater Omaha Area Details
Maggie Beier's ING Financial Partners Experience June 2004 - August 2005
Job Recent College Grad in Social Services
Industry Mental Health Care
Experience
ChildServe  March 2007 - May 2008
ING Financial Partners   June 2004 - August 2005
ING  February 2000 - June 2004

Education
Iowa State University   2005 — 2008
BA, Psychology, Philosophy

Greg Dooley, CRPC Greg Dooley, CRPC Tampa/St. Petersburg, Florida Area Details
Greg Dooley, CRPC's ING Financial Partners Experience 2003 - 2007
Job Registered Principal at LPL Financial Services
Industry Financial Services
Experience
LPL Financial Services  2008 - Present
GMD Financial   2008 - Present
ING Financial Partners   2003 - 2007

Skills
Series 63, Series 7, Series 24

Education
Loyola University New Orleans   1981 — 1985
Accounting/Finance

Jesuit High School Tampa, FL

TJ Quill's School of Cocktail Consumption

TJ Quill's School of Cocktail Consumption

TJ Quill's School of Cocktail Consumption

TJ Quill's School of Cocktail Consumption

TJ Quill's School of Cocktail Consumption

Wilson/Plant

Samy Goldfarb Samy Goldfarb West Palm Beach, Florida Area Details
Samy Goldfarb's ING Financial Partners Experience 2007 - 2008
Job Senior Research Writer at Crystal Research Associates
Industry Financial Services
Experience
Crystal Research Associates   January 2009 - Present
ING Financial Partners   2007 - 2008
Procter & Gamble  1993 - 1996

Education
Lehigh University   1986 — 1990
BS, Industrial Engineering

Hebraica

Dick Mullaney Dick Mullaney Hartford, Connecticut Area Details
Dick Mullaney's ING Financial Partners Experience April 2007 - Present
Job Managing Director at ING Financial Partners
Industry Financial Services
Experience
ING Financial Partners   April 2007 - Present
Ohio National Financial Services  June 1994 - April 2007

Education
Hamilton College   1973 — 1977
Bachelor's Degree, Economics

Dalton Chandler Dalton Chandler Greater New York City Area Details
Dalton Chandler's ING Financial Partners Experience November 2012 - Present
Job Investment Advisor Representative at ING Financial Partners
Industry Investment Banking
Experience
ING Financial Partners   November 2012 - Present
Needham & Company  April 1998 - December 2012
H.C. Wainwright   October 1996 - April 1998
Anthem Inc. (now Wellpoint)   October 1992 - September 1996
Henry Ansbacher & Co   May 1988 - September 1992

Skills
IPO, Equities, Venture Capital, Due Diligence, Equity Research, Financial Modeling, Corporate Development, Private Equity, Investment Banking, Business Planning, Finance, Portfolio Management, Valuation, Investments, Financial Analysis, Start-ups, Strategy, Corporate Finance

Education
Indiana University - Kelley School of Business   1986 — 1988
MBA, Finance

University of Kentucky   1981 — 1986
BSEE, Electrical Engineering

Magen Fong Magen Fong Medford, Oregon Area Details
Magen Fong's ING Financial Partners Experience May 2013 - October 2014
Job Financial Adviser at Voya Financial Advisors, Inc.
Industry Financial Services
Experience
Voya Financial Advisors  October 2014 - Present
ING Financial Partners   May 2013 - October 2014
Walsh Tax Services   January 2007 - May 2013
Summit Brokerage Services, Inc.   February 2009 - May 2011

Education
Metropolitan State College of Denver   2007 — 2007
Certified Financial Planning Education

Seattle University   1998 — 2002
BA, Communications & Spanish

Dennis E. Prociuk Dennis E. Prociuk Greater Chicago Area Details
Dennis E. Prociuk's ING Financial Partners Experience April 2001 - Present
Job Investment Advisor Representative with ING Financial Partners
Industry Financial Services
Experience
ING Financial Partners   April 2001 - Present

Skills
Strategic Financial..., Investments, Portfolio Management, Small Business, Life Insurance, Risk Management, Strategic Planning, Insurance, Financial Analysis, Sales Management, Long-term Care, Retirement Planning, Sales, 401k Rollovers, Health Insurance, Process Improvement, Disability Insurance, Finance, Employee Benefits

Education
North Park University   1979 — 1981
associates, Finance

Christopher Haliskoe Christopher Haliskoe Greater New York City Area Details
Christopher Haliskoe's ING Financial Partners Experience May 2011 - October 2012
Job Client Sales and Service Officer at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   August 2013 - Present
KINGSBRIDGE   October 2012 - March 2013
ING Financial Partners   May 2011 - October 2012
Morgan Stanley Smith Barney  August 2010 - April 2011

Skills
Leadership, Marketing, Management, Advertising, Business Planning, Finance, Program Management, Recruiting, Budgets, Research, Financial Services, Employee Benefits, Small Business, Series 7, Creative Direction, Financial Analysis, Series 63, Investments, Asset Allocation, Strategic Financial..., Microsoft Office, Retirement Planning, Mutual Funds, Sales, Financial Planning

Education
Fairfield University   2006 — 2010
B.S., Economics

Don Bosco Prep   2002 — 2006

Carly Peary Carly Peary Monticello, Florida Details
Carly Peary's ING Financial Partners Experience November 2007 - March 2010
Job Librarian
Industry Libraries
Experience
Wilderness Coast Public Libraries   October 2010 - Present
City of Chesapeake Public Library   September 2009 - September 2010
ING Financial Partners   November 2007 - March 2010

Education
University of Tennessee-Knoxville   2004 — 2006
MLIS, Information Sciences

Emory University   1996 — 2000
B.A., Art History / Psychology

Emily Blaeser Emily Blaeser Greater Minneapolis-St. Paul Area Details
Emily Blaeser's ING Financial Partners Experience 2007 - 2010
Job Legal Assistant
Industry Legal Services
Experience
Christoffel & Elliott, P.A.   2010 - Present
ING Financial Partners   2007 - 2010
M.A. Zimmer Law   January 2009 - June 2009

Skills
Legal Research, Legal Writing, Westlaw, Litigation, Real Estate Law, Commercial Law

Education
William Mitchell College of Law   2013 — 2017
Juris Doctor

Hamline University   2007 — 2009
Bachelor of Arts (BA), Legal Studies

Pat Betley Pat Betley Greater Philadelphia Area Details
Pat Betley's ING Financial Partners Experience March 2011 - September 2011
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  April 2014 - Present
Fidelity Investments  September 2011 - March 2014
ING Financial Partners   March 2011 - September 2011
ING Financial Partners   November 2008 - September 2011

Skills
Asset Managment, Investments, Series 7, Retirement Planning, Mutual Funds, Financial Advisory, Finance, Asset Management, Insurance, Financial Planners, Wealth Management, 401k, Asset Allocation, IRAs, Investment Advisory, Retirement, Uniform Combined State..., Strategic Financial..., Series 63

Education
Lafayette College   2002 — 2006

Lorrie Medina Lorrie Medina Lenexa, Kansas Details
Lorrie Medina's ING Financial Partners Experience January 2012 - June 2012
Job Associate Financial Registered Representative
Industry Financial Services
Experience
ING Financial Partners   January 2012 - June 2012
Target Insurance Services  August 2009 - August 2011
Northwestern Mutual Financial Network  March 2006 - July 2009
Northwestern Mutual  February 2000 - March 2006

Skills
Series 63, Series 6, Microsoft Office, Outlook, Microsoft Word, Microsoft Excel, Long-term Care, Administrative..., Spreadsheets, Accounts Payable, Life

Education
Johnson County Community College   1999 — 1999
Medical Terminology, 4.0

Turner High School   1977 — 1979
High School Diploma

Nicholas Beehan, Jr Nicholas Beehan, Jr Greater Nashville Area Details
Nicholas Beehan, Jr's ING Financial Partners Experience March 2003 - June 2007
Job self employed at Self employed
Industry Financial Services
Experience
Self employed  January 2008 - Present
ING Financial Partners   March 2003 - June 2007
H R Block Financial Advisors   March 2003 - June 2007
A G Edwards  May 1980 - February 2003

Education
Middle Tennessee State University   1956 — 1962
B.S., Political Sci, History, English

Christopher Gleason Christopher Gleason Greater Philadelphia Area Details
Christopher Gleason's ING Financial Partners Experience August 2004 - January 2011
Job Arthur J. Gallagher & Co.
Industry Insurance
Experience
Arthur J. Gallagher & Co.   January 2011 - Present
ING Financial Partners   August 2004 - January 2011

Skills
Benefits Design, Pharmacy Benefit..., Health & Welfare..., Health & Welfare..., Compensation & Benefits..., Employee Benefits..., Strategic Planning, Health Care Reform

Education
Villanova University   2008 — 2010
MBA

Gettysburg College   2000 — 2004
BA, Organizational and Management Studies

Murray Fontenot Murray Fontenot Baton Rouge, Louisiana Area Details
Murray Fontenot's ING Financial Partners Experience April 2011 - February 2015
Job Sales Executive at Z|APPAREL
Industry Apparel & Fashion
Experience
Whitney Investment Services   February 2015 - May 2015
ING Financial Partners   April 2011 - February 2015
JPMorgan Chase  February 2010 - February 2011
Edward Jones  March 2009 - December 2009

Education
Louisiana State University   1989 — 1993
Bachelor's of Science, Economics

Brother Martin High School   1985 — 1989

Travis Wolfe Travis Wolfe Chicago, Illinois Details
Travis Wolfe's ING Financial Partners Experience September 2010 - October 2014
Job Financial Advisor at McAdam LLC
Industry Financial Services
Experience
McAdam LLC   September 2010 - Present
ING Financial Partners   September 2010 - October 2014
Optical Distributor Group  July 2009 - September 2010

Education
Lafayette College   2005 — 2009
Bachelor's Degree, Biology, General

scott vandiver scott vandiver Greater Philadelphia Area Details
scott vandiver's ING Financial Partners Experience January 2005 - January 2012
Job
Industry Financial Services
Experience
Self employed  January 2012 - Present
ING Financial Partners   January 2005 - January 2012
Bank of America  1986 - 1998

Education
Widener University   1989 — 1991
Taxation

Liberty University   1981 — 1985
BS, Accounting

Shellee Pietras Shellee Pietras Indianapolis, Indiana Area Details
Shellee Pietras's ING Financial Partners Experience January 2006 - Present
Job Investment Adviser Representative at ING Financial Partners
Industry Financial Services
Experience
ING Financial Partners   January 2006 - Present
KYB Manufacturing NA, Inc.   September 2000 - May 2004

Education
Indiana University Bloomington   1988 — 1992
Bus Mgmt

Dimitri Kametas Dimitri Kametas Greater Chicago Area Details
Dimitri Kametas's ING Financial Partners Experience January 2012 - November 2012
Job Manager
Industry Retail
Experience
Walmart  June 2015 - Present
Walmart  June 2013 - Present
The Odyssey Country Club   April 2006 - Present
ING Financial Partners   January 2012 - November 2012
Illinois Board of Higher Education  July 2009 - June 2010
Accenture  2007 - 2008
Jewel Food Stores  September 2002 - May 2005
American Appraisal Associates  April 1999 - May 2002

Skills
Project Management, Financial Analysis, Finance, Business Analysis, Forecasting, Customer Service, Process Improvement, Financial Modeling, Budgets, Retail, Microsoft Excel, Management, Sales, Training

Education
Loyola University Chicago   2008 — 2010
Bachelor of Applied Science (BASc), Banking, Corporate, Finance, and Securities Law

Loyola University Chicago, School of Business   2008 — 2010
Bachelor, Finance

Tulane University   2007 — 2008
Master of Science (MS), Finance

Moraine Valley Community CollegePalos   2005 — 2007
Associate of Science, Business Management

Randy Millen Randy Millen Orange County, California Area Details
Randy Millen's ING Financial Partners Experience 2009 - September 2012
Job Managing Partner at American Student Debt Solutions
Industry Consumer Services
Experience
American Student Debt Solutions   September 2012 - Present
ING Financial Partners   2009 - September 2012
brookstreet   2003 - 2007
RBC Wealth Management  January 2001 - October 2003
Lehman Brothers  January 1998 - January 2001
PriceWaterhouseCoopers  February 1985 - March 1990

Skills
Risk Management, Due Diligence, Portfolio Management, Investment Strategies, Management, Alternative Investments, Investments, Asset Managment, New Business Development, Valuation, Asset Management, Strategic Planning, Mergers & Acquisitions, Team Building

Education
Northeastern University   1983 — 1984
Accounting

Harvard University   1975 — 1979
BA, English

Ashley Hollier Ashley Hollier Jacksonville, Florida Area Details
Ashley Hollier's ING Financial Partners Experience January 2006 - March 2008
Job Project Manager II Operations Administration
Industry Insurance
Experience
Centene Corporation  September 2015 - Present
Centene Corporation  June 2011 - September 2015
Merrill Lynch  March 2008 - June 2011
ING Financial Partners   January 2006 - March 2008

Skills
Microsoft Office, Research Project..., Project Coordination, Project Management, Health Insurance, HIPAA, Healthcare Management, Managed Care, Insurance, Medicare, Process Improvement, Healthcare Information..., Medicaid, Healthcare, Strategic Planning, Leadership, Team Building, Management, Program Management, Microsoft Excel, Health Policy, Healthcare Industry, Analysis, Provider Relations, Customer Service, Software Documentation, Access, Business Analysis, Operations Management, Policy, Physician Relations, Physicians, Hospitals, Account Management, Data Analysis, Risk Management, Training, Vendor Management, Financial Analysis, Claim, Long-term Care, Medical Billing, HMO, Healthcare Consulting

Education
Florida Community College at Jacksonville

Erik Tetmeyer Erik Tetmeyer Des Moines, Iowa Area Details
Erik Tetmeyer's ING Financial Partners Experience April 2005 - July 2012
Job Compliance Manager at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors  July 2012 - Present
ING Financial Partners   April 2005 - July 2012
Principal Financial Group  1996 - 2005

Education
Iowa State University - College of Business   1991 — 1995
BBA, Finance

Cameron Dwyer Cameron Dwyer San Francisco Bay Area Details
Cameron Dwyer's ING Financial Partners Experience August 2011 - December 2013
Job Associate at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman  June 2014 - Present
ING Financial Partners   August 2011 - December 2013
United Nations  September 2008 - December 2008

Skills
Portfolio Management, Asset Allocation, Relationship Management, Precedent Transactions, Comparable Companies, DCF Analysis, LBO Analysis

Education
Liverpool School of Tropical Medicine   2010 — 2010
Postgraduate Diploma, Humanitarian Assistance

Occidental College   2007 — 2009
Bachelor of Arts (B.A.), Diplomacy and World Affairs

Lauren McFee Lauren McFee Des Moines, Iowa Area Details
Lauren McFee's ING Financial Partners Experience May 2008 - Present
Job Marketing Assistant at a branch of ING Financial Partners
Industry Education Management
Experience
Iowa State University  October 2011 - Present
ING Financial Partners   May 2008 - Present

Education
Iowa State University   2008 — 2012
Elementary Education/Mathematics

Christopher Roettger Christopher Roettger West Palm Beach, Florida Details
Christopher Roettger's ING Financial Partners Experience June 2007 - September 2007
Job Nextera Energy Resources
Industry Utilities
Experience
NextEra Energy Resources  June 2015 - Present
Florida Office of Financial Regulation  November 2009 - Present
ING Financial Partners   June 2007 - September 2007

Skills
Financial Analysis, Risk Management, Investments, Credit, Financial Modeling, Microsoft Office, Organization, Leadership, Oral & Written..., Portfolio Management, Securities, Managerial Finance, Economics, Financial Reporting, Accounting, Microsoft Excel, Analysis, Access

Education
Florida School of Banking   2014 — 2016
Banking

FDIC Corporate University   2010 — 2013
Regulation Studies, Bank Regulation, Satisfactory

Florida State University   2004 — 2008
Bachelor's degree, Finance, General

Susan Glendon Susan Glendon Wethersfield, Connecticut Details
Susan Glendon's ING Financial Partners Experience 2008 - 2011
Job Project Manager, Sales Development at Futurity First
Industry Insurance
Experience
Futurity First Insurance Group  January 2013 - Present
Paychex  August 2011 - January 2013
ING Financial Partners   2008 - 2011
Travelers Life & Annuity  1998 - 2002
CIGNA  1996 - 1997
New York Life Asset Management   1989 - 1996

Skills
Investments, Salesforce.com, Financial Services, Retirement, Employee Benefits, Retirement Planning, Management, Marketing, Series 7

Education
Manhattanville College   1985 — 1989
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services

Adam Conston Adam Conston Narberth, Pennsylvania Details
Adam Conston's ING Financial Partners Experience 2012 - 2013
Job Financial Adviser at ING Financial Partners
Industry Financial Services
Experience
ING Financial Partners   2012 - 2013

Skills
Wealth Management

Education
Goucher College

Nick Giarrusso Nick Giarrusso Providence, Rhode Island Details
Nick Giarrusso's ING Financial Partners Experience January 2012 - April 2013
Job Information Systems
Industry Information Technology and Services
Experience
Aipso  2014 - 2015
ING Financial Partners   January 2012 - April 2013
Fidelity Investments  February 2007 - February 2011

Education
Gettysburg College   2002 — 2006
Bachelor of Arts (BA), Political Science and Government

Sandra Newell Sandra Newell Mountlake Terrace, Washington Details
Sandra Newell's ING Financial Partners Experience December 2013 - August 2014
Job Office Manager at Bob Joki, CLU and Associates; Registered Principal
Industry Insurance
Experience
Voya Financial Advisors, Inc.   September 2014 - Present
Bob Joki, CLU and Associates   1980 - Present
ING Financial Partners   December 2013 - August 2014

Education
FINRA   2010 — 2013
Finance

Grace Bible College
Associate of Arts (A.A.)

Alex Yezzi Alex Yezzi Manassas, Virginia Details
Alex Yezzi's ING Financial Partners Experience May 2013 - Present
Job Intern at ING Financial Partners
Industry Financial Services
Experience
ING Financial Partners   May 2013 - Present
Premium Distributors  May 2013 - Present
JC Resorts  November 2011 - January 2012

Education
James Madison University   2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General

Brad Muncher Brad Muncher Roanoke, Virginia Area Details
Brad Muncher's ING Financial Partners Experience September 2001 - October 2003
Job 5Time National Award Achiever, Senior Specialty Sales Consultant@Endo Pharmaceuticals
Industry Pharmaceuticals
Experience
Endo Pharmaceuticals  July 2006 - Present
Reliant Pharmaceuticals  August 2005 - December 2005
Schering-Plough Pharmaceuticals  October 2003 - December 2004
ING Financial Partners   September 2001 - October 2003

Skills
Customer Service, Competitive Analysis, Managed Care, Pharmaceutical Sales, Sales Process, Sales, Sales Presentations, Sales Management, Direct Sales, Competitive Intelligence, Target Identification, Target Marketing, Specialty Pharma, Building Relationships, Highly Detailed, Closing Business

Education
Liberty University   1990 — 1995
Bachelor's degree, Psychology, Counseling and Theology

Liberty University   1990 — 1995
Bachelor of Science (B.S.), Psychology, Counseling and Theology

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