ING Financial Partners
ING Financial Partners List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at ING Financial Partners. You can filter them based on skills, years of employment, job, education, department, and prior employment.
ING Financial Partners Salaries. You can even request information on how much does ING Financial Partners pay if you want to. Learn about salaries, pros and cons of working for ING Financial Partners directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
595 ING Financial Partners employees in database. Find out everything there's to know about ING Financial Partners employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
ING Financial Partners Employees
Employee
Years
Job
Industry
Sandra Espinosa Torre Sandra Espinosa Torre's ING Financial Partners Experience March 2014 - Present
Job Project Manager at ING Financial Services LLC
Industry Banking
Experience
ING Financial Partners March 2014 - Present
ING Nederland June 2012 - March 2014
ING May 2011 - June 2012
Cedetel - Research Centre for the Development of Telecommunications March 2009 - April 2011
BEST October 2004 - October 2009
France Telecom July 2008 - December 2008
Skills
Integration, Management, Project Management, Telecommunications, ITIL, Team Building, Engineering, Analysis, Strategy, Program Management, Change Management
Education
Universidad de Valladolid
Master's degree, Telecommunications Engineering
ING Financial Partners March 2014 - Present
ING Nederland June 2012 - March 2014
ING May 2011 - June 2012
Cedetel - Research Centre for the Development of Telecommunications March 2009 - April 2011
BEST October 2004 - October 2009
France Telecom July 2008 - December 2008
Skills
Integration, Management, Project Management, Telecommunications, ITIL, Team Building, Engineering, Analysis, Strategy, Program Management, Change Management
Education
Universidad de Valladolid
Master's degree, Telecommunications Engineering
Paul Espey, CFP® Paul Espey, CFP®'s ING Financial Partners Experience April 2004 - July 2006
Job CoFounder & Partner at Silvercap Wealth Management
Industry Investment Management
Experience
Silvercap Wealth Management August 2012 - Present
DeWaay Capital Management November 2006 - August 2012
ING Financial Partners April 2004 - July 2006
Skills
Financial Planning, Investments, Retirement, Wealth Management, Portfolio Management, Alternative Investments, Retirement Planning, Insurance, Mutual Funds, Certified Financial..., Strategic Financial..., Investment Advisory, Securities, Asset Management, Investment Management, Financial Services, Financial Planners, Wealth, Finance, Financial Advisory, Asset Allocation, Investment Strategies, Personal Finance, IRAs, Fixed Annuities, Series 7
Education
Kaplan University 2009 — 2010
Financial Planning Certificate, Financial Planning
University of Iowa - Henry B. Tippie College of Business 1999 — 2003
BBA, Marketing
Roosevelt High School 1996 — 1999
Silvercap Wealth Management August 2012 - Present
DeWaay Capital Management November 2006 - August 2012
ING Financial Partners April 2004 - July 2006
Skills
Financial Planning, Investments, Retirement, Wealth Management, Portfolio Management, Alternative Investments, Retirement Planning, Insurance, Mutual Funds, Certified Financial..., Strategic Financial..., Investment Advisory, Securities, Asset Management, Investment Management, Financial Services, Financial Planners, Wealth, Finance, Financial Advisory, Asset Allocation, Investment Strategies, Personal Finance, IRAs, Fixed Annuities, Series 7
Education
Kaplan University 2009 — 2010
Financial Planning Certificate, Financial Planning
University of Iowa - Henry B. Tippie College of Business 1999 — 2003
BBA, Marketing
Roosevelt High School 1996 — 1999
Lee Pelligreen Lee Pelligreen's ING Financial Partners Experience October 2002 - November 2009
Job Insurance Consultant
Industry Insurance
Experience
Pelligreen Financial October 2002 - Present
Blue Ocean Portfolios June 2011 - March 2013
Sunset Financial Services, Inc January 2010 - June 2011
ING Financial Partners October 2002 - November 2009
MetLife Financial Services April 1998 - September 2002
Skills
Investments, Retirement Planning, Portfolio Management, Fixed Annuities, Retirement, Series 7, Strategic Financial..., Long-term Care, Long Term Care Insurance, Estate Planning, Insurance, Life Insurance, Financial Analysis, Disability Insurance, Group Insurance, Business Development, Marketing, Sales Presentations, Sales, Pipeline Management, Sales Process, Customer Satisfaction, Customer Retention, Customer Service, Dependable Team Player, Works well individually, Real Estate
Education
Washington University in St. Louis 2014 — 2015
Master of Business Administration (M.B.A.)
Universidad Pontificia Comillas de Madrid (ICADE) 1990 — 1993
Economic & Business Studies – Masters in European Communities
The University of Texas at Austin 1988 — 1990
Bachelor's Degree, Spanish
Pelligreen Financial October 2002 - Present
Blue Ocean Portfolios June 2011 - March 2013
Sunset Financial Services, Inc January 2010 - June 2011
ING Financial Partners October 2002 - November 2009
MetLife Financial Services April 1998 - September 2002
Skills
Investments, Retirement Planning, Portfolio Management, Fixed Annuities, Retirement, Series 7, Strategic Financial..., Long-term Care, Long Term Care Insurance, Estate Planning, Insurance, Life Insurance, Financial Analysis, Disability Insurance, Group Insurance, Business Development, Marketing, Sales Presentations, Sales, Pipeline Management, Sales Process, Customer Satisfaction, Customer Retention, Customer Service, Dependable Team Player, Works well individually, Real Estate
Education
Washington University in St. Louis 2014 — 2015
Master of Business Administration (M.B.A.)
Universidad Pontificia Comillas de Madrid (ICADE) 1990 — 1993
Economic & Business Studies – Masters in European Communities
The University of Texas at Austin 1988 — 1990
Bachelor's Degree, Spanish
Chris Helton Chris Helton's ING Financial Partners Experience January 2006 - December 2007
Job Business Administrator at First Presbyterian Church
Industry Religious Institutions
Experience
Gateway to Discovery October 2012 - Present
First Presbyterian Church April 2012 - Present
Twin Rivers Habitat for Humanity November 2013 - January 2015
ING Financial Partners January 2006 - December 2007
Midland National Life Insurance Company October 1999 - August 2005
Skills
Management, Facilities Management, Project Management, Project Planning, Project Coordination, Finance, Fundraising, Nonprofits, Social Networking, Human Resources, Budgets, Leadership Development, Public Speaking, Team Building, Strategic Planning, Public Relations, Leadership
Education
University of Iowa College of Law 1995 — 1998
Juris Doctor
Buena Vista University 1991 — 1995
Bachelor of Arts (BA), Management/Entrepreneurship
Gateway to Discovery October 2012 - Present
First Presbyterian Church April 2012 - Present
Twin Rivers Habitat for Humanity November 2013 - January 2015
ING Financial Partners January 2006 - December 2007
Midland National Life Insurance Company October 1999 - August 2005
Skills
Management, Facilities Management, Project Management, Project Planning, Project Coordination, Finance, Fundraising, Nonprofits, Social Networking, Human Resources, Budgets, Leadership Development, Public Speaking, Team Building, Strategic Planning, Public Relations, Leadership
Education
University of Iowa College of Law 1995 — 1998
Juris Doctor
Buena Vista University 1991 — 1995
Bachelor of Arts (BA), Management/Entrepreneurship
Daniel O'Halloran Daniel O'Halloran's ING Financial Partners Experience May 2011 - June 2012
Job Digital Media Executive at Essence
Industry Marketing and Advertising
Experience
Essence June 2014 - Present
Merrill Lynch October 2012 - May 2014
ING Financial Partners May 2011 - June 2012
Skills
Series 7, Series 66, Life, Accident & Health...
Education
University of Delaware 2007 — 2011
Bachelor of Science, Finance
University of Delaware - Lerner College of Business and Economics 2007 — 2011
Bachelor of Science (B.S.), Finance
Ridge High School 2003 — 2007
Essence June 2014 - Present
Merrill Lynch October 2012 - May 2014
ING Financial Partners May 2011 - June 2012
Skills
Series 7, Series 66, Life, Accident & Health...
Education
University of Delaware 2007 — 2011
Bachelor of Science, Finance
University of Delaware - Lerner College of Business and Economics 2007 — 2011
Bachelor of Science (B.S.), Finance
Ridge High School 2003 — 2007
Joshua Katcher CFP® Joshua Katcher CFP®'s ING Financial Partners Experience June 2004 - July 2012
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2012 - Present
ING Financial Partners June 2004 - July 2012
Hampton-Dumont Schools August 2000 - June 2004
Education
University of Northern Iowa 1995 — 1997
Bachelor's degree, Teaching and Math
Northeast Iowa Area Community College 1993 — 1995
Associate of Arts (A.A.), Mathematics
Ameriprise Financial Services, Inc. July 2012 - Present
ING Financial Partners June 2004 - July 2012
Hampton-Dumont Schools August 2000 - June 2004
Education
University of Northern Iowa 1995 — 1997
Bachelor's degree, Teaching and Math
Northeast Iowa Area Community College 1993 — 1995
Associate of Arts (A.A.), Mathematics
Joseph Arena, CFP®'s ING Financial Partners Experience September 2009 - December 2012
Job Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2014 - Present
Merrill Lynch January 2012 - July 2014
ING Financial Partners September 2009 - December 2012
New York Mercantile Exchange June 2007 - September 2007
New York Mercantile Exchange June 2004 - September 2004
Skills
Series 7, Microsoft Excel, Strategic Financial..., Retirement Planning, Investments, Wealth Management, Retirement, Investment Advisory, Uniform Combined State..., Portfolio Management, Life Insurance, Financial Analysis, Hedge Funds, Mutual Funds, Series 63, Asset Allocation, Finance, Sales Management, Fixed Annuities, Sales, Financial Advisory, Investment Strategies, Estate Planning, Securities, Insurance, Equities, Fixed Income, Financial Services
Education
University of Delaware 2005 — 2009
Bachelor of Business, Finance
Merrill Lynch August 2014 - Present
Merrill Lynch January 2012 - July 2014
ING Financial Partners September 2009 - December 2012
New York Mercantile Exchange June 2007 - September 2007
New York Mercantile Exchange June 2004 - September 2004
Skills
Series 7, Microsoft Excel, Strategic Financial..., Retirement Planning, Investments, Wealth Management, Retirement, Investment Advisory, Uniform Combined State..., Portfolio Management, Life Insurance, Financial Analysis, Hedge Funds, Mutual Funds, Series 63, Asset Allocation, Finance, Sales Management, Fixed Annuities, Sales, Financial Advisory, Investment Strategies, Estate Planning, Securities, Insurance, Equities, Fixed Income, Financial Services
Education
University of Delaware 2005 — 2009
Bachelor of Business, Finance
Bruno Simon Costa Bruno Simon Costa's ING Financial Partners Experience October 2012 - September 2013
Job Financial Analyst at Arbitral Finance
Industry Financial Services
Experience
Arbitral Finance September 2013 - Present
ING Financial Partners October 2012 - September 2013
Brazilian Student Association at UF January 2012 - May 2012
Skills
International..., Fundraising, Event Planning, Strategic Planning, Economics, Microsoft Word, Financial Analysis, Microsoft Excel, Public Speaking, Marketing Strategy, Business Strategy, Financial Modeling, Investments
Education
University of Florida 2010 — 2012
2012, Economics
Galois 2005 — 2006
School of the Nations 1993 — 2004
Arbitral Finance September 2013 - Present
ING Financial Partners October 2012 - September 2013
Brazilian Student Association at UF January 2012 - May 2012
Skills
International..., Fundraising, Event Planning, Strategic Planning, Economics, Microsoft Word, Financial Analysis, Microsoft Excel, Public Speaking, Marketing Strategy, Business Strategy, Financial Modeling, Investments
Education
University of Florida 2010 — 2012
2012, Economics
Galois 2005 — 2006
School of the Nations 1993 — 2004
Bryan Kaali-Nagy Bryan Kaali-Nagy's ING Financial Partners Experience December 2007 - September 2009
Job President at Westlake Mutual
Industry Financial Services
Experience
Westlake Mutual December 2007 - Present
ING Financial Partners December 2007 - September 2009
UBS August 2005 - November 2007
Kaali Distributing Company June 1999 - July 2005
Skills
Retirement Planning, Portfolio Management, Financial Analysis, Alternative Investments, Asset Allocation, Asset Management, Customer Service, Investments, Mutual Funds, Wealth Management
Education
University of California, Irvine 1999 — 2003
BA, International Studies
Westlake Mutual December 2007 - Present
ING Financial Partners December 2007 - September 2009
UBS August 2005 - November 2007
Kaali Distributing Company June 1999 - July 2005
Skills
Retirement Planning, Portfolio Management, Financial Analysis, Alternative Investments, Asset Allocation, Asset Management, Customer Service, Investments, Mutual Funds, Wealth Management
Education
University of California, Irvine 1999 — 2003
BA, International Studies
Timothy LePain, CRPC Timothy LePain, CRPC's ING Financial Partners Experience 2009 - 2011
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2011 - Present
ING Financial Partners 2009 - 2011
Sun Life Financial 2003 - 2009
American Express 2001 - 2003
John Hancock Life Insurance Company (U.S.A.) 1998 - 2001
U.S. Telecenters 1996 - 1998
Skills
Retirement Planning, Retirement, Investments, Estate Planning, Fixed Annuities, Finance, Long-term Care, Insurance, Mutual Funds, Financial Services
Education
University of Massachusetts, Amherst 1991 — 1995
B.S., Sociology/Business
Ameriprise Financial Services, Inc. 2011 - Present
ING Financial Partners 2009 - 2011
Sun Life Financial 2003 - 2009
American Express 2001 - 2003
John Hancock Life Insurance Company (U.S.A.) 1998 - 2001
U.S. Telecenters 1996 - 1998
Skills
Retirement Planning, Retirement, Investments, Estate Planning, Fixed Annuities, Finance, Long-term Care, Insurance, Mutual Funds, Financial Services
Education
University of Massachusetts, Amherst 1991 — 1995
B.S., Sociology/Business
Luke Neuhaus's ING Financial Partners Experience May 2012 - May 2014
Job Former Summer Consultant at Bates White Economic Consulting
Industry
Experience
Bates White Economic Consulting June 2015 - August 2015
Deloitte June 2014 - August 2014
University of Northern Iowa Study Abroad Center August 2013 - June 2014
ING Financial Partners May 2012 - May 2014
PwC January 2014 - April 2014
Committee for a Responsible Federal Budget June 2013 - August 2013
Fairfax State Savings Bank January 2012 - May 2013
Skills
Economics, Leadership, Presentation Skills, Econometrics, Writing, Critical Thinking, Microsoft Excel, PowerPoint, Research
Education
University of Northern Iowa 2011 — 2016
Bachelor's Degree, Economics, Finance, and Accounting
Xavier High School 2007 — 2011
Bates White Economic Consulting June 2015 - August 2015
Deloitte June 2014 - August 2014
University of Northern Iowa Study Abroad Center August 2013 - June 2014
ING Financial Partners May 2012 - May 2014
PwC January 2014 - April 2014
Committee for a Responsible Federal Budget June 2013 - August 2013
Fairfax State Savings Bank January 2012 - May 2013
Skills
Economics, Leadership, Presentation Skills, Econometrics, Writing, Critical Thinking, Microsoft Excel, PowerPoint, Research
Education
University of Northern Iowa 2011 — 2016
Bachelor's Degree, Economics, Finance, and Accounting
Xavier High School 2007 — 2011
Thomas P. Cavanaugh Thomas P. Cavanaugh's ING Financial Partners Experience September 2008 - August 2011
Job Managing Member
Industry Financial Services
Experience
Sterling and Stein Financial Services, LLC June 2011 - Present
ING Financial Partners September 2008 - August 2011
Sterling Tax Service January 2005 - May 2011
Skills
Securities, Finance, Financial Services
Education
University of Notre Dame - Mendoza College of Business 1988 — 1989
Master of Business Administration (M.B.A.), Federal Income Taxation
Western Michigan University 1982 — 1987
Bachelors of Business, Accounting
Sterling and Stein Financial Services, LLC June 2011 - Present
ING Financial Partners September 2008 - August 2011
Sterling Tax Service January 2005 - May 2011
Skills
Securities, Finance, Financial Services
Education
University of Notre Dame - Mendoza College of Business 1988 — 1989
Master of Business Administration (M.B.A.), Federal Income Taxation
Western Michigan University 1982 — 1987
Bachelors of Business, Accounting
Robert Hartmann's ING Financial Partners Experience October 2013 - May 2014
Job Accounting Student at University of Illinois
Industry Accounting
Experience
Caterpillar Inc. May 2015 - Present
Habitat for Humanity August 2013 - Present
Pool Guards Inc. May 2011 - May 2015
K. Hovnanian Homes May 2014 - August 2014
ING Financial Partners October 2013 - May 2014
St. Charles Park District May 2012 - August 2013
Skills
Microsoft Office, Microsoft Excel, Customer Service, French, Management, Volleyball, Teamwork, Financial Analysis, Construction, Analysis, Program Coordination, Basketball, Coaching, Accounting, Social Media
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Bachelor's Degree, Accounting, 3.21
St. Francis High School
Caterpillar Inc. May 2015 - Present
Habitat for Humanity August 2013 - Present
Pool Guards Inc. May 2011 - May 2015
K. Hovnanian Homes May 2014 - August 2014
ING Financial Partners October 2013 - May 2014
St. Charles Park District May 2012 - August 2013
Skills
Microsoft Office, Microsoft Excel, Customer Service, French, Management, Volleyball, Teamwork, Financial Analysis, Construction, Analysis, Program Coordination, Basketball, Coaching, Accounting, Social Media
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Bachelor's Degree, Accounting, 3.21
St. Francis High School
Brian Therrell Brian Therrell's ING Financial Partners Experience August 2005 - November 2013
Job Managing Partner at Generations Wealth Advisors Investment Advisor Representative of Cambridge Investment Research
Industry Financial Services
Experience
Generations Wealth Advisors November 2013 - Present
ING Financial Partners August 2005 - November 2013
American Express Financial Advisors June 2004 - August 2005
Education
University of Florida 2000 — 2003
Bachelor of Arts (B.A.), Political Science and Government
Generations Wealth Advisors November 2013 - Present
ING Financial Partners August 2005 - November 2013
American Express Financial Advisors June 2004 - August 2005
Education
University of Florida 2000 — 2003
Bachelor of Arts (B.A.), Political Science and Government
Andrew Raudenbush Andrew Raudenbush's ING Financial Partners Experience April 2003 - April 2011
Job Experienced Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2012 - Present
ING Financial Partners April 2003 - April 2011
Skills
Wealth Management, Estate Planning, Business Retirement..., Business Succession..., Executive Bonus..., Financial Needs Analysis
Education
University of Florida 1997 — 2001
AXA Advisors 2012 - Present
ING Financial Partners April 2003 - April 2011
Skills
Wealth Management, Estate Planning, Business Retirement..., Business Succession..., Executive Bonus..., Financial Needs Analysis
Education
University of Florida 1997 — 2001
Amishi Doshi Amishi Doshi's ING Financial Partners Experience June 2009 - August 2009
Job Relationship Manager I at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. May 2014 - Present
JPMorgan Chase & Co. June 2011 - May 2014
BMA Securities June 2010 - August 2010
ING Financial Partners June 2009 - August 2009
Skills
Financial Analysis, Project Management, Presentations, Analytical Skills, Credit Analysis, Credit Risk, Financial Accounting, Finance, Portfolio Management, Financial Modeling, Communication Skills, PowerPoint, Microsoft Excel, Client Relations Skills, Relationship Management, Microsoft Office, Dance
Education
University of Southern California 2008 — 2011
Bachelor's Degree, Business Administration, Finance
JPMorgan Chase & Co. May 2014 - Present
JPMorgan Chase & Co. June 2011 - May 2014
BMA Securities June 2010 - August 2010
ING Financial Partners June 2009 - August 2009
Skills
Financial Analysis, Project Management, Presentations, Analytical Skills, Credit Analysis, Credit Risk, Financial Accounting, Finance, Portfolio Management, Financial Modeling, Communication Skills, PowerPoint, Microsoft Excel, Client Relations Skills, Relationship Management, Microsoft Office, Dance
Education
University of Southern California 2008 — 2011
Bachelor's Degree, Business Administration, Finance
Andrew Hafford Andrew Hafford's ING Financial Partners Experience January 2011 - February 2012
Job Supervisor at UPS
Industry Logistics and Supply Chain
Experience
UPS March 2012 - Present
ING Financial Partners January 2011 - February 2012
Hyatt Regency Bellevue July 2009 - August 2011
Skills
Proficient in Microsoft..., Passed series 7 and 66, Trained for ADG...
Education
FINRA 2011 — 2011
Series 7 - Series 66, Finance
Trinity Western University 2006 — 2008
International Business
UPS March 2012 - Present
ING Financial Partners January 2011 - February 2012
Hyatt Regency Bellevue July 2009 - August 2011
Skills
Proficient in Microsoft..., Passed series 7 and 66, Trained for ADG...
Education
FINRA 2011 — 2011
Series 7 - Series 66, Finance
Trinity Western University 2006 — 2008
International Business
Matt Stengel's ING Financial Partners Experience July 2010 - October 2011
Job Associate Director at Penn Wharton Public Policy Initiative
Industry Research
Experience
Kelmar Associates December 2011 - April 2013
ING Financial Partners July 2010 - October 2011
Skills
Financial Analysis, Financial Research, Research, Editing, Economics, Strategic Planning, Statistical Modeling, Microsoft Excel, SQL, R, Public Speaking, Program Development
Education
University of Pennsylvania - The Wharton School 2006 — 2010
B.S. in Economics
Northeast Catholic High School 2002 — 2006
Kelmar Associates December 2011 - April 2013
ING Financial Partners July 2010 - October 2011
Skills
Financial Analysis, Financial Research, Research, Editing, Economics, Strategic Planning, Statistical Modeling, Microsoft Excel, SQL, R, Public Speaking, Program Development
Education
University of Pennsylvania - The Wharton School 2006 — 2010
B.S. in Economics
Northeast Catholic High School 2002 — 2006
Ryan Cleaveland Ryan Cleaveland's ING Financial Partners Experience June 2012 - January 2014
Job Investment Consultant TD Ameritrade, INC.
Industry Investment Management
Experience
TD Ameritrade September 2015 - Present
JPMorgan Securities, LLC March 2014 - September 2015
ING Financial Partners June 2012 - January 2014
New England Financial 2011 - 2012
Citi 2007 - 2011
Security Service Federal Credit Union May 2003 - March 2006
Skills
Investments, Finance, Portfolio Management, Retirement Planning, Mutual Funds, Wealth Management, Financial Services, Financial Analysis, Banking, Series 7, Series 63, Retirement
Education
The University of Texas at San Antonio
Political Science and Government
TD Ameritrade September 2015 - Present
JPMorgan Securities, LLC March 2014 - September 2015
ING Financial Partners June 2012 - January 2014
New England Financial 2011 - 2012
Citi 2007 - 2011
Security Service Federal Credit Union May 2003 - March 2006
Skills
Investments, Finance, Portfolio Management, Retirement Planning, Mutual Funds, Wealth Management, Financial Services, Financial Analysis, Banking, Series 7, Series 63, Retirement
Education
The University of Texas at San Antonio
Political Science and Government
Ben Bryson Ben Bryson's ING Financial Partners Experience 2007 - 2015
Job CEO at Triumph Retirement Solutions
Industry Financial Services
Experience
Triumph Retirement Solutions September 2004 - Present
Triumph Companies of PA, LLC June 1994 - Present
ING Financial Partners 2007 - 2015
Triumph Expressions, LLC June 1994 - January 2012
Bankers Life 2007 - 2009
Creative Ministries 1994 - 2009
Skills
Finance, Team Building, Public Speaking, Strategic Planning, Customer Service, New Business Development, Sales Management, Coaching, Fundraising, Marketing Strategy, Insurance, Business Networking, Risk Management, Marketing Communications, Project Management, Small Business, Leadership Development, Networking, Business Development, Online Advertising, Entrepreneurship, Sales, Contract Negotiation, Management, Strategy, Team Leadership, Operations Management, Social Networking, Start-ups, B2B, Business Planning, CRM, Leadership, Marketing
Education
University of Phoenix 2008 — 2008
Business Management
York Technical Institute 1995 — 1995
Electronics
Lancaster County Technical School 1992 — 1994
Business Processing
Manheim central
Manheim central
Manheim central
Triumph Retirement Solutions September 2004 - Present
Triumph Companies of PA, LLC June 1994 - Present
ING Financial Partners 2007 - 2015
Triumph Expressions, LLC June 1994 - January 2012
Bankers Life 2007 - 2009
Creative Ministries 1994 - 2009
Skills
Finance, Team Building, Public Speaking, Strategic Planning, Customer Service, New Business Development, Sales Management, Coaching, Fundraising, Marketing Strategy, Insurance, Business Networking, Risk Management, Marketing Communications, Project Management, Small Business, Leadership Development, Networking, Business Development, Online Advertising, Entrepreneurship, Sales, Contract Negotiation, Management, Strategy, Team Leadership, Operations Management, Social Networking, Start-ups, B2B, Business Planning, CRM, Leadership, Marketing
Education
University of Phoenix 2008 — 2008
Business Management
York Technical Institute 1995 — 1995
Electronics
Lancaster County Technical School 1992 — 1994
Business Processing
Manheim central
Manheim central
Manheim central
Jacob Rawlings Jacob Rawlings's ING Financial Partners Experience March 2011 - August 2014
Job Brokerage Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2014 - Present
ING Financial Partners March 2011 - August 2014
Education
University of Maryland College Park
Bachelor of Arts (B.A.), Economics
Wells Fargo Advisors September 2014 - Present
ING Financial Partners March 2011 - August 2014
Education
University of Maryland College Park
Bachelor of Arts (B.A.), Economics
Barb Kesterson Barb Kesterson's ING Financial Partners Experience January 2009 - May 2012
Job Vice President Operations Service Quality
Industry Financial Services
Experience
Cetera Financial Group April 2014 - Present
Consulting Solutions, LLC May 2013 - March 2014
ING U.S. May 2012 - December 2012
ING Financial Partners January 2009 - May 2012
ING Advisors Network October 2005 - January 2009
Skills
Series 4,7,24,27, Financial Analysis, Risk Management, Mergers, Cross-functional Team..., Strategic Financial..., Leadership, Financial Services, Strategy Execution, Process Improvement, Project Management, Broker-Dealer, BPO, Management, Financial Modeling, Mergers & Acquisitions, Wealth Management, Portfolio Management, Finance, Series 7, Securities, Performance Management, Six Sigma, Financial Planning
Education
University of Iowa
Bachelor of Business Administration (B.B.A.), Finance, General
University of Iowa
Master of Business Administration (M.B.A.), Finance, General
Cetera Financial Group April 2014 - Present
Consulting Solutions, LLC May 2013 - March 2014
ING U.S. May 2012 - December 2012
ING Financial Partners January 2009 - May 2012
ING Advisors Network October 2005 - January 2009
Skills
Series 4,7,24,27, Financial Analysis, Risk Management, Mergers, Cross-functional Team..., Strategic Financial..., Leadership, Financial Services, Strategy Execution, Process Improvement, Project Management, Broker-Dealer, BPO, Management, Financial Modeling, Mergers & Acquisitions, Wealth Management, Portfolio Management, Finance, Series 7, Securities, Performance Management, Six Sigma, Financial Planning
Education
University of Iowa
Bachelor of Business Administration (B.B.A.), Finance, General
University of Iowa
Master of Business Administration (M.B.A.), Finance, General
Todd Flynn Todd Flynn's ING Financial Partners Experience May 2014 - October 2014
Job Financial Advisor at McAdam Financially Advanced™
Industry Financial Services
Experience
McAdam Financially Advanced™ October 2014 - Present
ING Financial Partners May 2014 - October 2014
Boone's Long Lake Inn June 2009 - July 2012
Skills
Financial Advisory, Wealth Management, Retirement Planning, College Education..., Life Insurance, Health Insurance
Education
University of Michigan 2010 — 2014
Bachelor of Arts (B.A.), Political Science
University of Michigan 2010 — 2014
Bachelor of Arts (B.A.), Economics
McAdam Financially Advanced™ October 2014 - Present
ING Financial Partners May 2014 - October 2014
Boone's Long Lake Inn June 2009 - July 2012
Skills
Financial Advisory, Wealth Management, Retirement Planning, College Education..., Life Insurance, Health Insurance
Education
University of Michigan 2010 — 2014
Bachelor of Arts (B.A.), Political Science
University of Michigan 2010 — 2014
Bachelor of Arts (B.A.), Economics
Ruth Lin's ING Financial Partners Experience December 2010 - February 2011
Job Staff Accountant at Elementum SCM
Industry Accounting
Experience
Elementum SCM November 2014 - Present
Zhai & Wang, LLP February 2013 - May 2014
Internal Revenue Service February 2011 - April 2013
Mathnasium - The Math Learning Center September 2012 - February 2013
ING Financial Partners December 2010 - February 2011
Case Western Reserve University September 2008 - December 2010
AID(Assisting Individuals w/Disadvantages) Summer Program June 2010 - July 2010
Skills
Data Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Research, Nonprofits, Financial Analysis, Microsoft Word, Accounting, Analysis, Access, Financial Reporting
Education
Case Western Reserve University - Weatherhead School of Management 2008 — 2012
BS, Accounting
University of Otago 2011 — 2011
Study Abroad
Elementum SCM November 2014 - Present
Zhai & Wang, LLP February 2013 - May 2014
Internal Revenue Service February 2011 - April 2013
Mathnasium - The Math Learning Center September 2012 - February 2013
ING Financial Partners December 2010 - February 2011
Case Western Reserve University September 2008 - December 2010
AID(Assisting Individuals w/Disadvantages) Summer Program June 2010 - July 2010
Skills
Data Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Research, Nonprofits, Financial Analysis, Microsoft Word, Accounting, Analysis, Access, Financial Reporting
Education
Case Western Reserve University - Weatherhead School of Management 2008 — 2012
BS, Accounting
University of Otago 2011 — 2011
Study Abroad
Brian Moores Brian Moores's ING Financial Partners Experience October 2013 - June 2014
Job Qualified candidate for career opportunities in Finance and Business
Industry Financial Services
Experience
Walt Disney World April 2013 - January 2015
ING Financial Partners October 2013 - June 2014
ConvergEx Group October 2012 - January 2013
Jackson Wealth Management August 2011 - October 2012
UBS August 2010 - December 2010
SRS Real Estate Partners October 2009 - February 2010
Skills
Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Social Networking, Microsoft Office, Market Research, Customer Service, Banking, Time Management, Research, Account Management, Series 7, Social Media, Customer Support, Technical Support, Financial Reporting, Reporting & Analysis, Facebook, Leadership, Team Leadership, Event Planning, Investment Research, Appointment Scheduling, Enthusiasm to learn, Life & Health Insurance..., Fixed Annuities, Indexed Annuities
Education
University of Central Florida - College of Business Administration 2007 — 2011
Bachleors, Finance and Real Estate
Newsome High School
Walt Disney World April 2013 - January 2015
ING Financial Partners October 2013 - June 2014
ConvergEx Group October 2012 - January 2013
Jackson Wealth Management August 2011 - October 2012
UBS August 2010 - December 2010
SRS Real Estate Partners October 2009 - February 2010
Skills
Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Social Networking, Microsoft Office, Market Research, Customer Service, Banking, Time Management, Research, Account Management, Series 7, Social Media, Customer Support, Technical Support, Financial Reporting, Reporting & Analysis, Facebook, Leadership, Team Leadership, Event Planning, Investment Research, Appointment Scheduling, Enthusiasm to learn, Life & Health Insurance..., Fixed Annuities, Indexed Annuities
Education
University of Central Florida - College of Business Administration 2007 — 2011
Bachleors, Finance and Real Estate
Newsome High School
Andrew MacKinnon Andrew MacKinnon's ING Financial Partners Experience August 2012 - April 2013
Job Platinum Relationship Manager at OptionsHouse
Industry Financial Services
Experience
OptionsHouse April 2015 - Present
OptionsHouse May 2013 - March 2015
ING Financial Partners August 2012 - April 2013
Tulane University August 2011 - May 2012
Skills
Microsoft Excel, Investments, Research, Series 7, Data Analysis, Financial Analysis
Education
Tulane University 2008 — 2012
Bachelor of Arts (B.A.), Political Economy
University of Cape Town 2010 — 2011
The Latin School of Chicago 2004 — 2008
OptionsHouse April 2015 - Present
OptionsHouse May 2013 - March 2015
ING Financial Partners August 2012 - April 2013
Tulane University August 2011 - May 2012
Skills
Microsoft Excel, Investments, Research, Series 7, Data Analysis, Financial Analysis
Education
Tulane University 2008 — 2012
Bachelor of Arts (B.A.), Political Economy
University of Cape Town 2010 — 2011
The Latin School of Chicago 2004 — 2008
E. Mike Tuckerson's ING Financial Partners Experience November 2011 - July 2012
Job Financial Programs Director at College Track
Industry Higher Education
Experience
College Track June 2015 - Present
College Track December 2014 - June 2015
College Track July 2014 - December 2014
Urban League College Track September 2012 - June 2014
ING Financial Partners November 2011 - July 2012
New Orleans Council for Community and Justice January 2011 - October 2011
University of New Orleans, Office of Admissions October 2008 - January 2011
Skills
Customer Relations, Account Management, Public Relations, College Recruiting, Academic Administration, Social Justice, Marketing Liason, 401k, Employee Benefits, Retirement Planning, Investment Advisory, Asset Allocation, Customer Service, Insurance, Sales, Series 6, Fundraising, Admissions
Education
University of New Orleans 2008 — 2010
Master, Business Administration
University of New Orleans
Bachelor of Science, Marketing
Tulane University 2003 — 2006
Bachelor of Science, International Political Economy
College Track June 2015 - Present
College Track December 2014 - June 2015
College Track July 2014 - December 2014
Urban League College Track September 2012 - June 2014
ING Financial Partners November 2011 - July 2012
New Orleans Council for Community and Justice January 2011 - October 2011
University of New Orleans, Office of Admissions October 2008 - January 2011
Skills
Customer Relations, Account Management, Public Relations, College Recruiting, Academic Administration, Social Justice, Marketing Liason, 401k, Employee Benefits, Retirement Planning, Investment Advisory, Asset Allocation, Customer Service, Insurance, Sales, Series 6, Fundraising, Admissions
Education
University of New Orleans 2008 — 2010
Master, Business Administration
University of New Orleans
Bachelor of Science, Marketing
Tulane University 2003 — 2006
Bachelor of Science, International Political Economy
Maralee Skaggs Maralee Skaggs's ING Financial Partners Experience August 2009 - May 2011
Job Special Education Teacher Edmond Public Schools
Industry Public Relations and Communications
Experience
Designer Hardware by Faye January 2013 - Present
Designer Hardware by Faye January 2013 - Present
Loree Johns Interior May 2012 - January 2013
Keri Esmon Allstate June 2011 - July 2012
ING Financial Partners August 2009 - May 2011
Edmond Public Schools August 2004 - August 2009
Skills
Customer Service, Advertising, Public Relations, Marketing Strategy, Brand Management, Marketing Communications, Sales, Social Media Marketing, Leadership, Networking, Community Outreach, Journalism, Microsoft Word, Social Media, Social Networking, Layout, Newsletters, Renovation, Small Business, Creative Writing, Public Speaking, Marketing
Education
Nathan Hale
University of Oklahoma
BA, Public Relations, Advertising, and Applied Communication
Designer Hardware by Faye January 2013 - Present
Designer Hardware by Faye January 2013 - Present
Loree Johns Interior May 2012 - January 2013
Keri Esmon Allstate June 2011 - July 2012
ING Financial Partners August 2009 - May 2011
Edmond Public Schools August 2004 - August 2009
Skills
Customer Service, Advertising, Public Relations, Marketing Strategy, Brand Management, Marketing Communications, Sales, Social Media Marketing, Leadership, Networking, Community Outreach, Journalism, Microsoft Word, Social Media, Social Networking, Layout, Newsletters, Renovation, Small Business, Creative Writing, Public Speaking, Marketing
Education
Nathan Hale
University of Oklahoma
BA, Public Relations, Advertising, and Applied Communication
Ruben Maldonado Ruben Maldonado's ING Financial Partners Experience July 2007 - July 2010
Job Private Client Group Relationship Manager at PNC
Industry Financial Services
Experience
PNC October 2013 - Present
JPMorgan Chase July 2010 - October 2013
ING Financial Partners July 2007 - July 2010
Skills
Relationship Management, Spanish, Customer Relations, Brazilian Portuguese
Education
University of Florida 2003 — 2007
Bachelor of Science (B.S.), Finance
PNC October 2013 - Present
JPMorgan Chase July 2010 - October 2013
ING Financial Partners July 2007 - July 2010
Skills
Relationship Management, Spanish, Customer Relations, Brazilian Portuguese
Education
University of Florida 2003 — 2007
Bachelor of Science (B.S.), Finance
Adam Eichler's ING Financial Partners Experience October 2000 - January 2011
Job Regional Vice President Institutional Distribution
Industry Insurance
Experience
The Prudential Insurance Company of America January 2013 - Present
The Hartford January 2011 - January 2013
Eichler Williams Insurance October 2000 - December 2012
ING Financial Partners October 2000 - January 2011
Skills
Insurance, Life Insurance, Retirement, Retirement Planning, Disability Insurance, Investments, Mutual Funds, Term Life Insurance, Estate Planning, Wealth Management, Strategic Financial..., 401k, Series 6, Management, Series 63, Long-term Care, Business Planning, Financial Planning, Leadership, Team Leadership, Communication, Training, Insurance and Financial..., Risk Management, Financial Risk, Team Building, Finance, Public Speaking, Marketing, Budgets, Health Insurance, Financial Services, Sales Management, Direct Sales, Small Business, Compliance Management, Public Seminars, small business needs, Project Management, Program Management, Strategic Planning, College Education..., Fixed Annuities, Variable Annuities, Variable Life, 401k Rollovers, Leadership Development, Sales
Education
University of Arkansas at Fayetteville
B.S., Business Administration, Finance and Insurance
The Prudential Insurance Company of America January 2013 - Present
The Hartford January 2011 - January 2013
Eichler Williams Insurance October 2000 - December 2012
ING Financial Partners October 2000 - January 2011
Skills
Insurance, Life Insurance, Retirement, Retirement Planning, Disability Insurance, Investments, Mutual Funds, Term Life Insurance, Estate Planning, Wealth Management, Strategic Financial..., 401k, Series 6, Management, Series 63, Long-term Care, Business Planning, Financial Planning, Leadership, Team Leadership, Communication, Training, Insurance and Financial..., Risk Management, Financial Risk, Team Building, Finance, Public Speaking, Marketing, Budgets, Health Insurance, Financial Services, Sales Management, Direct Sales, Small Business, Compliance Management, Public Seminars, small business needs, Project Management, Program Management, Strategic Planning, College Education..., Fixed Annuities, Variable Annuities, Variable Life, 401k Rollovers, Leadership Development, Sales
Education
University of Arkansas at Fayetteville
B.S., Business Administration, Finance and Insurance
Aria Walfrand's ING Financial Partners Experience April 2013 - June 2014
Job Marketing Associate at Voya Investment Management
Industry Financial Services
Experience
Voya Investment Management June 2014 - Present
ING Financial Partners April 2013 - June 2014
ING Financial Partners October 2011 - April 2013
Skills
Mutual Funds, Retirement Planning, Series 7, Investments, Sales, Salesforce.com, Series 63, Retirement, Financial Services, Account Management, Customer Service, Portfolio Management, 401k, Securities, Series 6
Education
Union College 2007 — 2011
Buffalo Seminary 2003 — 2007
High School Diploma
Voya Investment Management June 2014 - Present
ING Financial Partners April 2013 - June 2014
ING Financial Partners October 2011 - April 2013
Skills
Mutual Funds, Retirement Planning, Series 7, Investments, Sales, Salesforce.com, Series 63, Retirement, Financial Services, Account Management, Customer Service, Portfolio Management, 401k, Securities, Series 6
Education
Union College 2007 — 2011
Buffalo Seminary 2003 — 2007
High School Diploma
Shelly Villalobos Shelly Villalobos's ING Financial Partners Experience September 1994 - August 1998
Job Registered Nurse at Park Ridge School District 207
Industry Health, Wellness and Fitness
Experience
Maine East High School August 2014 - Present
Maxim Healthcare Services April 2014 - Present
Nu Skin Enterprises April 2011 - Present
ING Financial Partners September 1994 - August 1998
Iowa Grain Company August 1991 - October 1994
Skills
Network Marketing, Marketing Communications, Small Business, Supplements, Wellness, Marketing, Business Planning, Home Based Business, Skin Care, Marketing Strategy, Entrepreneurship, Social Media Marketing, Customer Service, Team Building, Public Speaking, New Business Development, Social Networking, Sales, Microsoft Publisher, Online Advertising, Coaching, Team Leadership, Online Marketing, Direct Sales, Lead Generation, Web Marketing, Advertising, Email Marketing, Direct Marketing
Education
University of Illinois at Chicago 2002 — 2004
BSN, Nursing
Western Illinois University 1984 — 1988
BA, Political Science, English
Kankakee High School 1983 — 1984
Westview High School 1979 — 1983
Maine East High School August 2014 - Present
Maxim Healthcare Services April 2014 - Present
Nu Skin Enterprises April 2011 - Present
ING Financial Partners September 1994 - August 1998
Iowa Grain Company August 1991 - October 1994
Skills
Network Marketing, Marketing Communications, Small Business, Supplements, Wellness, Marketing, Business Planning, Home Based Business, Skin Care, Marketing Strategy, Entrepreneurship, Social Media Marketing, Customer Service, Team Building, Public Speaking, New Business Development, Social Networking, Sales, Microsoft Publisher, Online Advertising, Coaching, Team Leadership, Online Marketing, Direct Sales, Lead Generation, Web Marketing, Advertising, Email Marketing, Direct Marketing
Education
University of Illinois at Chicago 2002 — 2004
BSN, Nursing
Western Illinois University 1984 — 1988
BA, Political Science, English
Kankakee High School 1983 — 1984
Westview High School 1979 — 1983
Allen H. Thompson's ING Financial Partners Experience May 2010 - August 2011
Job Creative Solar USA
Industry Renewables & Environment
Experience
Creative Solar USA April 2015 - Present
The Home Depot May 2014 - April 2015
Jeffrey Hamlin Special Needs Trust July 2011 - April 2014
ING Financial Partners May 2010 - August 2011
Edward Jones July 2005 - April 2010
Boyd Builders Supply Company, Inc. September 2001 - July 2005
TSYS, Inc. June 1997 - September 2001
Skills
Series 7, Series 63, Life Insurance, Sales Presentations, Financial Analysis, Series 66, New Business Development, Uniform Combined State..., Management, Sales, Financial Services, Investments, Business Analysis, Credit Cards
Education
University of Georgia - Terry College of Business 1995 — 1997
Bachelor of Business Administration (BBA), Management Information Systems, General
Young Harris College 1992 — 1994
Associate of Arts (AA), N/A
Creative Solar USA April 2015 - Present
The Home Depot May 2014 - April 2015
Jeffrey Hamlin Special Needs Trust July 2011 - April 2014
ING Financial Partners May 2010 - August 2011
Edward Jones July 2005 - April 2010
Boyd Builders Supply Company, Inc. September 2001 - July 2005
TSYS, Inc. June 1997 - September 2001
Skills
Series 7, Series 63, Life Insurance, Sales Presentations, Financial Analysis, Series 66, New Business Development, Uniform Combined State..., Management, Sales, Financial Services, Investments, Business Analysis, Credit Cards
Education
University of Georgia - Terry College of Business 1995 — 1997
Bachelor of Business Administration (BBA), Management Information Systems, General
Young Harris College 1992 — 1994
Associate of Arts (AA), N/A
Ian Hilgers Ian Hilgers's ING Financial Partners Experience August 2012 - May 2013
Job Trader at Fast Market Options
Industry Financial Services
Experience
Fast Market Options January 2014 - Present
Bank of America September 2013 - January 2014
Panduit May 2013 - September 2013
ING Financial Partners August 2012 - May 2013
Consolidated Trading June 2011 - August 2011
NONO Trading May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Series 7, Series 63, Series 65, Life Insurance, Finance, Analysis
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor's degree, Accounting and Finance
Fast Market Options January 2014 - Present
Bank of America September 2013 - January 2014
Panduit May 2013 - September 2013
ING Financial Partners August 2012 - May 2013
Consolidated Trading June 2011 - August 2011
NONO Trading May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Series 7, Series 63, Series 65, Life Insurance, Finance, Analysis
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor's degree, Accounting and Finance
Cameron Anglum's ING Financial Partners Experience July 2010 - September 2011
Job William B. Castetter Doctoral Fellow at the University of Pennsylvania
Industry Research
Experience
University of Pennsylvania May 2012 - Present
ING Financial Partners July 2010 - September 2011
J.P. Morgan Chase & Co. July 2009 - July 2010
Education
University of Pennsylvania
Graduate School of Education: Ph.D., Education Policy
University of Pennsylvania
Graduate School of Education: M.S.Ed., Education Policy
University of Pennsylvania
B.A., Major: Economics; Minors: Statistics, Political Science
Delbarton School
University of Pennsylvania May 2012 - Present
ING Financial Partners July 2010 - September 2011
J.P. Morgan Chase & Co. July 2009 - July 2010
Education
University of Pennsylvania
Graduate School of Education: Ph.D., Education Policy
University of Pennsylvania
Graduate School of Education: M.S.Ed., Education Policy
University of Pennsylvania
B.A., Major: Economics; Minors: Statistics, Political Science
Delbarton School
Dan Oldehoff's ING Financial Partners Experience January 2014 - September 2014
Job Account Executive at Republic National Distributing Company
Industry Wine and Spirits
Experience
Republic National Distributing Company September 2014 - Present
ING Financial Partners January 2014 - September 2014
Skills
Portfolio Management, Financial Analysis, Sales, Securities, Investment Strategies, Strategic Planning, International Relations, Diplomatic History, Military History, Government Relations, Foreign Policy, Political Science, Market Research
Education
University of Central Florida 2011 — 2013
Bachelor of Arts (BA), History & Political Science
Republic National Distributing Company September 2014 - Present
ING Financial Partners January 2014 - September 2014
Skills
Portfolio Management, Financial Analysis, Sales, Securities, Investment Strategies, Strategic Planning, International Relations, Diplomatic History, Military History, Government Relations, Foreign Policy, Political Science, Market Research
Education
University of Central Florida 2011 — 2013
Bachelor of Arts (BA), History & Political Science
John DiLuigi's ING Financial Partners Experience June 2010 - August 2010
Job Finance Manager at AmerisourceBergen
Industry Pharmaceuticals
Experience
AmerisourceBergen April 2015 - Present
AmerisourceBergen May 2011 - March 2015
ING Financial Partners June 2010 - August 2010
Skills
Pharmaceutical Industry, Financial Modeling, Financial Analysis, SAP, Customer Profitability, Microsoft Excel, Hyperion Enterprise, Essbase, Variance Analysis, Finance, Financial Reporting, Access, Account Reconciliation
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
Bachelor of Science (BS), Finance, General
AmerisourceBergen April 2015 - Present
AmerisourceBergen May 2011 - March 2015
ING Financial Partners June 2010 - August 2010
Skills
Pharmaceutical Industry, Financial Modeling, Financial Analysis, SAP, Customer Profitability, Microsoft Excel, Hyperion Enterprise, Essbase, Variance Analysis, Finance, Financial Reporting, Access, Account Reconciliation
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
Bachelor of Science (BS), Finance, General
Benjamin Worthington Benjamin Worthington's ING Financial Partners Experience April 2014 - Present
Job Financial Advisor at ING Financial Partners
Industry Marketing and Advertising
Experience
ING Financial Partners April 2014 - Present
Healthcare Services Group, Inc June 2010 - August 2013
University of Scranton September 2009 - December 2011
Skills
Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Sales, Time Management, Marketing, Social Media, Account Management, Event Planning, Marketing Strategy, Facebook, Public Speaking, Event Management
Education
University of Scranton 2009 — 2013
Bachelor's degree, Marketing
ING Financial Partners April 2014 - Present
Healthcare Services Group, Inc June 2010 - August 2013
University of Scranton September 2009 - December 2011
Skills
Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Sales, Time Management, Marketing, Social Media, Account Management, Event Planning, Marketing Strategy, Facebook, Public Speaking, Event Management
Education
University of Scranton 2009 — 2013
Bachelor's degree, Marketing
Daniel Black Daniel Black's ING Financial Partners Experience September 2009 - December 2009
Job Associate at Metalmark Capital
Industry Venture Capital & Private Equity
Experience
Metalmark Capital August 2014 - Present
Greenhill & Co. June 2012 - July 2014
Bank of America Merrill Lynch June 2011 - August 2011
ING Financial Partners September 2009 - December 2009
Skills
Investment Banking, Finance, Corporate Finance, Restructuring, Private Equity, LBO, Due Diligence, Capital IQ, DCF, Economics
Education
University of Pennsylvania 2008 — 2012
B.A., Economics, Magna Cum Laude
Metalmark Capital August 2014 - Present
Greenhill & Co. June 2012 - July 2014
Bank of America Merrill Lynch June 2011 - August 2011
ING Financial Partners September 2009 - December 2009
Skills
Investment Banking, Finance, Corporate Finance, Restructuring, Private Equity, LBO, Due Diligence, Capital IQ, DCF, Economics
Education
University of Pennsylvania 2008 — 2012
B.A., Economics, Magna Cum Laude
Jylian Ferris Jylian Ferris's ING Financial Partners Experience May 2011 - August 2012
Job Analyst at Integra Realty Resources
Industry Real Estate
Experience
Integra Realty Resources June 2014 - Present
Toll Brothers July 2012 - May 2014
ING Financial Partners May 2011 - August 2012
Skills
Recruiting, Interviews, Microsoft Office, Microsoft Excel, Outlook, PowerPoint, Customer Service, Microsoft Word, Marketing, Access, Real Estate, Negotiation, Time Management
Education
University of Delaware 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Jackson Memorial High School 2003 — 2007
Integra Realty Resources June 2014 - Present
Toll Brothers July 2012 - May 2014
ING Financial Partners May 2011 - August 2012
Skills
Recruiting, Interviews, Microsoft Office, Microsoft Excel, Outlook, PowerPoint, Customer Service, Microsoft Word, Marketing, Access, Real Estate, Negotiation, Time Management
Education
University of Delaware 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Jackson Memorial High School 2003 — 2007
Noah Marell, CFP®'s ING Financial Partners Experience October 2009 - March 2012
Job Senior Associate Consultant at Hewins Financial | Wipfli Hewins
Industry Financial Services
Experience
Hewins Financial Wipfli Hewins April 2015 - Present
Hewins Financial Wipfli Hewins March 2012 - March 2015
ING Financial Partners October 2009 - March 2012
Skills
Financial Analysis, Investments, Wealth Management, Social Media, Portfolio Management, Finance, Investment Management, Investment Strategies, Personal Finance, Retirement Planning, Asset Allocation, Wealth Management..., Asset Management, Financial Modeling, Data Analysis
Education
University of Minnesota - Carlson School of Management 2008 — 2012
BSB - Finance
University of Minnesota-Twin Cities 2008 — 2012
BSB - Finance
Hewins Financial Wipfli Hewins April 2015 - Present
Hewins Financial Wipfli Hewins March 2012 - March 2015
ING Financial Partners October 2009 - March 2012
Skills
Financial Analysis, Investments, Wealth Management, Social Media, Portfolio Management, Finance, Investment Management, Investment Strategies, Personal Finance, Retirement Planning, Asset Allocation, Wealth Management..., Asset Management, Financial Modeling, Data Analysis
Education
University of Minnesota - Carlson School of Management 2008 — 2012
BSB - Finance
University of Minnesota-Twin Cities 2008 — 2012
BSB - Finance
Brian Pulliam's ING Financial Partners Experience March 2009 - August 2014
Job Registered Representative at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors March 2009 - Present
ING Financial Partners March 2009 - August 2014
PrimeVest Financial Services October 2003 - December 2008
A.G. Edwards February 2000 - September 2003
Education
University of Missouri-Columbia
Master's degree
University of Missouri-Columbia 1977 — 1981
Bachelor's degree
Voya Financial Advisors March 2009 - Present
ING Financial Partners March 2009 - August 2014
PrimeVest Financial Services October 2003 - December 2008
A.G. Edwards February 2000 - September 2003
Education
University of Missouri-Columbia
Master's degree
University of Missouri-Columbia 1977 — 1981
Bachelor's degree
Scott Schnurr's ING Financial Partners Experience May 2013 - March 2014
Job Cost Analyst 2 at CALIBRE Systems
Industry Information Technology and Services
Experience
CALIBRE Systems June 2015 - Present
Brown Brothers Harriman April 2014 - May 2015
ING Financial Partners May 2013 - March 2014
University of Connecticut Running Club RunUC September 2010 - May 2013
Comcast Cable June 2011 - August 2012
Friendly's Restaurant May 2009 - August 2011
Skills
Project Management, Telecommunications, Team Leadership, Microsoft Excel, Customer Satisfaction, Series 6, Series 63, Series 65, Life Insurance, Health Insurance, Disability Insurance, Microsoft Office, HTML, SharePoint, ESS, CSG, Customer Service, Minitab, Spanish, Public Speaking, Organization, Organizational Behavior, Financial Accounting, Event Management, Economics, Financial Analysis, Event Planning, Cisco Meeting Place, Salesforce.com, CRM, Marketing
Education
The University of Connecticut 2009 — 2013
Bachelor of Science (BS), Finance
Farmington High School 2005 — 2009
CALIBRE Systems June 2015 - Present
Brown Brothers Harriman April 2014 - May 2015
ING Financial Partners May 2013 - March 2014
University of Connecticut Running Club RunUC September 2010 - May 2013
Comcast Cable June 2011 - August 2012
Friendly's Restaurant May 2009 - August 2011
Skills
Project Management, Telecommunications, Team Leadership, Microsoft Excel, Customer Satisfaction, Series 6, Series 63, Series 65, Life Insurance, Health Insurance, Disability Insurance, Microsoft Office, HTML, SharePoint, ESS, CSG, Customer Service, Minitab, Spanish, Public Speaking, Organization, Organizational Behavior, Financial Accounting, Event Management, Economics, Financial Analysis, Event Planning, Cisco Meeting Place, Salesforce.com, CRM, Marketing
Education
The University of Connecticut 2009 — 2013
Bachelor of Science (BS), Finance
Farmington High School 2005 — 2009
Kelsey Meighan Kelsey Meighan's ING Financial Partners Experience October 2010 - August 2012
Job Internal Wholesaler at Principal Financial Group
Industry Financial Services
Experience
Principal Funds August 2015 - Present
Voya Financial August 2013 - August 2015
Transamerica August 2012 - August 2013
ING Financial Partners October 2010 - August 2012
Skills
401k, Series 63, Life Insurance, Sales, Mutual Funds, Fixed Annuities, Retirement Planning, Investments, Series 7, Retirement, IRAs, Roth IRA, Financial Services, Qualified Retirement..., Salesforce.com, Wealth Management, Variable Annuities
Education
University of Iowa - Henry B. Tippie College of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of Iowa 2006 — 2010
Bachelor's degree, Political Science and Government
Principal Funds August 2015 - Present
Voya Financial August 2013 - August 2015
Transamerica August 2012 - August 2013
ING Financial Partners October 2010 - August 2012
Skills
401k, Series 63, Life Insurance, Sales, Mutual Funds, Fixed Annuities, Retirement Planning, Investments, Series 7, Retirement, IRAs, Roth IRA, Financial Services, Qualified Retirement..., Salesforce.com, Wealth Management, Variable Annuities
Education
University of Iowa - Henry B. Tippie College of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of Iowa 2006 — 2010
Bachelor's degree, Political Science and Government
Meredith Vanderveldt's ING Financial Partners Experience August 2012 - May 2013
Job Retirement Plan Sales Associate at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services June 2013 - Present
ING Financial Partners August 2012 - May 2013
LinkIt! May 2012 - September 2012
Wyche, P.A. September 2011 - June 2012
Office of the Town Attorney, Town of Babylon May 2011 - August 2011
JIB VI Fishing Corp. May 2004 - August 2011
Heartwood Health May 2010 - June 2010
Skills
Gorilla, Docupace, Laser Applications, eMoney, XBRL, Mac OS X, Microsoft Office, Safari, Corporate Finance, Event Planning, Public Speaking, OS X, Management, PowerPoint, Microsoft Excel, Sales, Microsoft Word
Education
University of South Carolina - The Moore School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance, General
John Hancock Financial Services June 2013 - Present
ING Financial Partners August 2012 - May 2013
LinkIt! May 2012 - September 2012
Wyche, P.A. September 2011 - June 2012
Office of the Town Attorney, Town of Babylon May 2011 - August 2011
JIB VI Fishing Corp. May 2004 - August 2011
Heartwood Health May 2010 - June 2010
Skills
Gorilla, Docupace, Laser Applications, eMoney, XBRL, Mac OS X, Microsoft Office, Safari, Corporate Finance, Event Planning, Public Speaking, OS X, Management, PowerPoint, Microsoft Excel, Sales, Microsoft Word
Education
University of South Carolina - The Moore School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Konrad Stauffer Konrad Stauffer's ING Financial Partners Experience April 2014 - October 2014
Job Financial Advisor at McAdam Financial Group
Industry Higher Education
Experience
McAdam Financially Advanced™ October 2014 - Present
ING Financial Partners April 2014 - October 2014
University of Delaware September 2009 - May 2014
University of Delaware August 2009 - May 2014
Skills
Facebook, PowerPoint, Microsoft Office, Public Speaking, Microsoft Word, Social Media, Microsoft Excel, Event Planning, Research, Customer Service, Social Networking, Teamwork
Education
University of Delaware 2009 — 2014
Organizational and Community Leadership, Organizational and Community Leadership
University of Delaware 2009 — 2014
Political Science, International Relations and Affairs
University of Delaware 2009 — 2014
Legal studies
McAdam Financially Advanced™ October 2014 - Present
ING Financial Partners April 2014 - October 2014
University of Delaware September 2009 - May 2014
University of Delaware August 2009 - May 2014
Skills
Facebook, PowerPoint, Microsoft Office, Public Speaking, Microsoft Word, Social Media, Microsoft Excel, Event Planning, Research, Customer Service, Social Networking, Teamwork
Education
University of Delaware 2009 — 2014
Organizational and Community Leadership, Organizational and Community Leadership
University of Delaware 2009 — 2014
Political Science, International Relations and Affairs
University of Delaware 2009 — 2014
Legal studies
Christopher Wolff Christopher Wolff's ING Financial Partners Experience June 2011 - August 2012
Job Financial Advisor at BGS Capital Management, LLC
Industry Financial Services
Experience
BGS Capital Management August 2012 - Present
ING Financial Partners June 2011 - August 2012
Skills
Wealth Management, Investment Strategies, Finance, Financial Analysis, Investments, Microsoft Excel, Microsoft Office, Securities, Retirement Planning, Series 7, Financial Services, Series 63
Education
University of Delaware 2007 — 2011
Bachelor of Science (B.S.), Accounting and Finance
BGS Capital Management August 2012 - Present
ING Financial Partners June 2011 - August 2012
Skills
Wealth Management, Investment Strategies, Finance, Financial Analysis, Investments, Microsoft Excel, Microsoft Office, Securities, Retirement Planning, Series 7, Financial Services, Series 63
Education
University of Delaware 2007 — 2011
Bachelor of Science (B.S.), Accounting and Finance
Yin-Chu Chen's ING Financial Partners Experience January 2011 - May 2011
Job Advisory Associate at PwC, MBA Candidate 2016
Industry Management Consulting
Experience
PwC August 2015 - Present
Target May 2012 - August 2015
Target June 2011 - May 2012
The Moore School of Business January 2011 - June 2011
ING Financial Partners January 2011 - May 2011
Skills
Team Leadership, PowerPoint, Retail, Data Analysis, Microsoft Excel, Microsoft Office, Customer Satisfaction, Microsoft Word, Outlook, Visual Merchandising, Employee Engagement, Team Management, Taiwanese, Public Speaking, Research, Chinese, Financial Analysis, Access, Project Management
Education
University of Florida 2015 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of South Carolina - The Moore School of Business 2008 — 2012
Bachelor's degree, Finance and Marketing
PwC August 2015 - Present
Target May 2012 - August 2015
Target June 2011 - May 2012
The Moore School of Business January 2011 - June 2011
ING Financial Partners January 2011 - May 2011
Skills
Team Leadership, PowerPoint, Retail, Data Analysis, Microsoft Excel, Microsoft Office, Customer Satisfaction, Microsoft Word, Outlook, Visual Merchandising, Employee Engagement, Team Management, Taiwanese, Public Speaking, Research, Chinese, Financial Analysis, Access, Project Management
Education
University of Florida 2015 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of South Carolina - The Moore School of Business 2008 — 2012
Bachelor's degree, Finance and Marketing
John Kornaga John Kornaga's ING Financial Partners Experience April 2012 - December 2012
Job Investment Professional at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors April 2014 - Present
University of Pittsburgh April 2011 - May 2014
Liberty Mutual Insurance June 2013 - January 2014
Nest Home Decor May 2013 - August 2013
ING Financial Partners April 2012 - December 2012
Education
University of Pittsburgh 2010 — 2014
Bachelor of Science in Business Administration, Finance
Phoenixville Area High School 2006 — 2010
Voya Financial Advisors April 2014 - Present
University of Pittsburgh April 2011 - May 2014
Liberty Mutual Insurance June 2013 - January 2014
Nest Home Decor May 2013 - August 2013
ING Financial Partners April 2012 - December 2012
Education
University of Pittsburgh 2010 — 2014
Bachelor of Science in Business Administration, Finance
Phoenixville Area High School 2006 — 2010
Lauryn Harbour Lauryn Harbour's ING Financial Partners Experience January 2003 - September 2006
Job Registered Principal at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors September 2006 - Present
ING Financial Partners January 2003 - September 2006
Skills
Series 24, Series 7, Series 63
Education
University of South Carolina-Columbia
Bachelor of Science, Finance & Management
Voya Financial Advisors September 2006 - Present
ING Financial Partners January 2003 - September 2006
Skills
Series 24, Series 7, Series 63
Education
University of South Carolina-Columbia
Bachelor of Science, Finance & Management
Manuel Sainz de la Pena's ING Financial Partners Experience June 2014 - June 2015
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
ING Financial Partners June 2014 - June 2015
Abramson Cancer Center at the University of Pennsylvania January 2013 - January 2014
Perelman School of Medicine at the University of Pennsylvania May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Public Speaking, Editing, Data Analysis, Financial Analysis, Marketing, Teamwork, Strategic Planning, SPSS, Spanish
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), Biology, General
Berkeley Preparatory School 2007 — 2011
High School Diploma
Morgan Stanley June 2015 - Present
ING Financial Partners June 2014 - June 2015
Abramson Cancer Center at the University of Pennsylvania January 2013 - January 2014
Perelman School of Medicine at the University of Pennsylvania May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Public Speaking, Editing, Data Analysis, Financial Analysis, Marketing, Teamwork, Strategic Planning, SPSS, Spanish
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), Biology, General
Berkeley Preparatory School 2007 — 2011
High School Diploma
Larry Morrow Larry Morrow's ING Financial Partners Experience November 2008 - November 2012
Job Financial Consultant at ING Financial Partners
Industry Financial Services
Experience
ING Financial Partners November 2008 - November 2012
Education
University of Missouri-Columbia 1966 — 1970
BS, Finance & Banking
University of Colorado School of Banking
ING Financial Partners November 2008 - November 2012
Education
University of Missouri-Columbia 1966 — 1970
BS, Finance & Banking
University of Colorado School of Banking
Kent Salfi Kent Salfi's ING Financial Partners Experience August 2010 - September 2013
Job President KDS Capital
Industry Financial Services
Experience
Questar Capital September 2013 - Present
ING Financial Partners August 2010 - September 2013
Skills
Wealth Management, employer sponsored plans, insurance planning, deferred compensation..., estate tax planning, individual retirement..., Series 6, Series 63, Series 7, Series 65, Investment Advisory
Education
University of Maine 1989 — 1993
B.S. Finance, Marketing
Questar Capital September 2013 - Present
ING Financial Partners August 2010 - September 2013
Skills
Wealth Management, employer sponsored plans, insurance planning, deferred compensation..., estate tax planning, individual retirement..., Series 6, Series 63, Series 7, Series 65, Investment Advisory
Education
University of Maine 1989 — 1993
B.S. Finance, Marketing
Tina Roden Tina Roden's ING Financial Partners Experience June 2012 - July 2013
Job Project Manager at Ellucian
Industry Education Management
Experience
Ellucian July 2013 - Present
ING Financial Partners June 2012 - July 2013
ING Financial Partners July 2010 - June 2012
Skills
Outlook, PowerPoint, Customer Relations, Excel, Word, Sales, Microsoft Word, Microsoft Excel, Recruiting, Public Speaking, Project Management, Research
Education
University of Delaware 2006 — 2010
B.A., International Relations
Ellucian July 2013 - Present
ING Financial Partners June 2012 - July 2013
ING Financial Partners July 2010 - June 2012
Skills
Outlook, PowerPoint, Customer Relations, Excel, Word, Sales, Microsoft Word, Microsoft Excel, Recruiting, Public Speaking, Project Management, Research
Education
University of Delaware 2006 — 2010
B.A., International Relations
Dustin Cronk's ING Financial Partners Experience 2009 - 2010
Job Institutional Equity Sales
Industry Financial Services
Experience
Sidoti & Company, LLC 2010 - Present
ING Financial Partners 2009 - 2010
Education
State University of New York at Albany
BA, U.S. History
Sidoti & Company, LLC 2010 - Present
ING Financial Partners 2009 - 2010
Education
State University of New York at Albany
BA, U.S. History
Kevin Monte Kevin Monte's ING Financial Partners Experience October 2010 - Present
Job Actuarial Analyst at Molina Healthcare
Industry Insurance
Experience
Molina Healthcare May 2013 - Present
ING Financial Partners October 2010 - Present
Northwestern Mutual December 2009 - June 2010
Los Angeles Clippers October 2009 - April 2010
DAILY BRUIN ADVERTISING October 2008 - January 2009
Access Capital June 2007 - September 2007
Jet Propulsion Laboratory June 2006 - August 2006
Skills
Retirement, Life Insurance, Strategic Financial..., Pensions, Marketing Strategy, Financial Analysis, Social Media, Financial Services, Public Speaking, Data Analysis, Customer Service, PowerPoint, Marketing, Microsoft Excel, Microsoft Office
Education
University of California, Los Angeles 2006 — 2010
B.S., Mathematics, Economics
Molina Healthcare May 2013 - Present
ING Financial Partners October 2010 - Present
Northwestern Mutual December 2009 - June 2010
Los Angeles Clippers October 2009 - April 2010
DAILY BRUIN ADVERTISING October 2008 - January 2009
Access Capital June 2007 - September 2007
Jet Propulsion Laboratory June 2006 - August 2006
Skills
Retirement, Life Insurance, Strategic Financial..., Pensions, Marketing Strategy, Financial Analysis, Social Media, Financial Services, Public Speaking, Data Analysis, Customer Service, PowerPoint, Marketing, Microsoft Excel, Microsoft Office
Education
University of California, Los Angeles 2006 — 2010
B.S., Mathematics, Economics
Lisa Emmons CFP(R) Lisa Emmons CFP(R)'s ING Financial Partners Experience 2005 - Present
Job Investment Adviser Representative
Industry Financial Services
Experience
ING Financial Partners 2005 - Present
Education
SMU 2008 — 2009
The University of Texas at Austin 1980 — 1984
ING Financial Partners 2005 - Present
Education
SMU 2008 — 2009
The University of Texas at Austin 1980 — 1984
Dari Rachedi's ING Financial Partners Experience November 2005 - Present
Job Orange County Council Member at Farhang Foundation
Industry Investment Management
Experience
Farhang Foundation March 2012 - Present
ING Financial Partners November 2005 - Present
Selective Insurance Services April 1990 - Present
SunAmerica Financial Group March 1999 - November 2005
MetLife May 1989 - March 1992
Education
University of Southern California 1977 — 1980
College of Science and Technology 1972 — 1976
Farhang Foundation March 2012 - Present
ING Financial Partners November 2005 - Present
Selective Insurance Services April 1990 - Present
SunAmerica Financial Group March 1999 - November 2005
MetLife May 1989 - March 1992
Education
University of Southern California 1977 — 1980
College of Science and Technology 1972 — 1976
Matt Boehnke Matt Boehnke's ING Financial Partners Experience December 2003 - September 2014
Job Investment Adviser Representative/Registered Principal at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors September 2014 - Present
ING Financial Partners December 2003 - September 2014
Skills
Investments, Retirement Planning
Education
University of Iowa 1985 — 1990
Adel-DeSoto High School
Adel-DeSoto High School
Voya Financial Advisors September 2014 - Present
ING Financial Partners December 2003 - September 2014
Skills
Investments, Retirement Planning
Education
University of Iowa 1985 — 1990
Adel-DeSoto High School
Adel-DeSoto High School
Perry (Grant) Collins Perry (Grant) Collins's ING Financial Partners Experience September 2008 - December 2010
Job General handy man
Industry Financial Services
Experience
Voya Financial Advisors January 2014 - September 2015
AXA Advisors, LLC December 2010 - December 2013
The Cigar Box September 2008 - May 2012
ING Financial Partners September 2008 - December 2010
Coastal Carolina University September 2003 - September 2008
Education
University of South Carolina-Columbia 2000 — 2004
Master of Fine Arts, Creative Writing
University of South Carolina-Columbia 1996 — 2000
Bachelor's degree, English and Psychology
Thomas Sumter Academy 1990 — 1996
Voya Financial Advisors January 2014 - September 2015
AXA Advisors, LLC December 2010 - December 2013
The Cigar Box September 2008 - May 2012
ING Financial Partners September 2008 - December 2010
Coastal Carolina University September 2003 - September 2008
Education
University of South Carolina-Columbia 2000 — 2004
Master of Fine Arts, Creative Writing
University of South Carolina-Columbia 1996 — 2000
Bachelor's degree, English and Psychology
Thomas Sumter Academy 1990 — 1996
Arlene Wheaton Arlene Wheaton's ING Financial Partners Experience July 1999 - August 2001
Job PR & Marketing Coordinator at Riverwood Healthcare Center
Industry Health, Wellness and Fitness
Experience
Riverwood Healthcare Center January 2005 - Present
The Saint Paul Foundation September 2001 - June 2003
ING Financial Partners July 1999 - August 2001
Skills
Newsletters, Fundraising, Nonprofits, Campaigns, Volunteer Management, Grant Writing, Community Outreach, Online Research, Community Development, Research, Adobe Creative Suite, Project Coordination, Photoshop, Strategic Planning, Office Management, Management
Education
University of Minnesota-Twin Cities 1986 — 1988
Master's program, Journalism
University of Minnesota-Twin Cities 1974 — 1977
Bachelor's degree, Social Welfare
Riverwood Healthcare Center January 2005 - Present
The Saint Paul Foundation September 2001 - June 2003
ING Financial Partners July 1999 - August 2001
Skills
Newsletters, Fundraising, Nonprofits, Campaigns, Volunteer Management, Grant Writing, Community Outreach, Online Research, Community Development, Research, Adobe Creative Suite, Project Coordination, Photoshop, Strategic Planning, Office Management, Management
Education
University of Minnesota-Twin Cities 1986 — 1988
Master's program, Journalism
University of Minnesota-Twin Cities 1974 — 1977
Bachelor's degree, Social Welfare
Christian Kafoglis's ING Financial Partners Experience August 2013 - January 2014
Job National Carrier Sales Representive
Industry Logistics and Supply Chain
Experience
Coyote Logistics March 2014 - Present
ING Financial Partners August 2013 - January 2014
Keeneland Association February 2013 - May 2013
Malones January 2010 - December 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Marketing, Teamwork, Social Media Marketing, Time Management, Social Networking, Leadership, Financial Analysis, Sales, Social Media
Education
University of Kentucky 2008 — 2013
Bachelor of Business Administration (BBA), finance and marketing
Bowling Green High School 2004 — 2008
Coyote Logistics March 2014 - Present
ING Financial Partners August 2013 - January 2014
Keeneland Association February 2013 - May 2013
Malones January 2010 - December 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Marketing, Teamwork, Social Media Marketing, Time Management, Social Networking, Leadership, Financial Analysis, Sales, Social Media
Education
University of Kentucky 2008 — 2013
Bachelor of Business Administration (BBA), finance and marketing
Bowling Green High School 2004 — 2008
Callahan DePorter's ING Financial Partners Experience May 2012 - January 2013
Job Accounting Coordinator at Chicago Cubs
Industry Financial Services
Experience
Chicago Cubs May 2014 - Present
InnerWorkings January 2013 - May 2014
ING Financial Partners May 2012 - January 2013
Valassis April 2011 - August 2011
Skills
Investments, Financial Analysis, Microsoft Excel, Financial Modeling, Customer Service, Series 7, ADP Payroll, Payroll, Expense Reports, Payroll Analysis, Expense Management, Financial Reporting, Financial Forecasting, Microsoft Office, PowerPoint, Finance, Analysis, Accounting, Microsoft Word, Public Speaking, Leadership, Data Analysis
Education
University of Notre Dame 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General, Deans List
Chicago Cubs May 2014 - Present
InnerWorkings January 2013 - May 2014
ING Financial Partners May 2012 - January 2013
Valassis April 2011 - August 2011
Skills
Investments, Financial Analysis, Microsoft Excel, Financial Modeling, Customer Service, Series 7, ADP Payroll, Payroll, Expense Reports, Payroll Analysis, Expense Management, Financial Reporting, Financial Forecasting, Microsoft Office, PowerPoint, Finance, Analysis, Accounting, Microsoft Word, Public Speaking, Leadership, Data Analysis
Education
University of Notre Dame 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General, Deans List
Art Perez Art Perez's ING Financial Partners Experience July 2006 - April 2014
Job Regional Vice President at Voya Financial
Industry Investment Management
Experience
Voya Financial April 2014 - Present
ING Financial Partners July 2006 - April 2014
Security Benefit June 2001 - July 2006
Skills
Investments, Mutual Funds, Retirement, Retirement Planning, 401k, Fixed Annuities, Pensions, Asset Allocation, Series 63, Series 7, Investment Advisory, Financial Advisory, Variable Annuities, Retirement Plan..., Series 6
Education
University of California, Davis
Voya Financial April 2014 - Present
ING Financial Partners July 2006 - April 2014
Security Benefit June 2001 - July 2006
Skills
Investments, Mutual Funds, Retirement, Retirement Planning, 401k, Fixed Annuities, Pensions, Asset Allocation, Series 63, Series 7, Investment Advisory, Financial Advisory, Variable Annuities, Retirement Plan..., Series 6
Education
University of California, Davis
Andrew Reina Andrew Reina's ING Financial Partners Experience February 2013 - Present
Job Financial Consultant at ING Financial Partners
Industry Financial Services
Experience
ING Financial Partners February 2013 - Present
Commonwealth Financial Group March 2011 - October 2012
New York Life Insurance Company September 2008 - September 2010
Education
University at Buffalo 2003 — 2008
Communication
ING Financial Partners February 2013 - Present
Commonwealth Financial Group March 2011 - October 2012
New York Life Insurance Company September 2008 - September 2010
Education
University at Buffalo 2003 — 2008
Communication
Phillip A Smith Phillip A Smith's ING Financial Partners Experience February 2004 - September 2007
Job Director of Sales and Marketing for M and M Forwarding; an agent of change and communication
Industry Management Consulting
Experience
M and M forwarding 2014 - Present
Kissing Bridge Ski Resort December 1976 - Present
Leading Sales and Marketing Executive December 2012 - March 2014
Great Harvest networking group 2010 - December 2013
WNYEC 2010 - 2013
WNYEC 2010 - 2013
Impressive Imprints May 2012 - December 2012
University at Buffalo February 2008 - July 2010
ING Financial Partners February 2004 - September 2007
AT&T January 1991 - January 2004
Skills
Business Strategy and..., Product Management and..., Leadership and Mentoring, Team Building, Marketing Communications, Product Management, Problem Solving, Business Strategy, Leadership, Sales, Mentoring, Account Management, Marketing Strategy, Customer Service, Management, Product Development, New Business Development, Coaching, Event Planning, Public Speaking, Project Planning, Negotiation, Selling, Sales Operations, Microsoft Office, Training, CRM, Event Management, Public Relations, Direct Sales, Marketing, Time Management, Teamwork, Strategy, Business Development, Networking, Business Planning, Sales Management, Entrepreneurship, Social Media Marketing, Strategic Planning, Research, Leadership Development, Advertising, Social Media, Team Leadership, Start-ups, Nonprofits, Recruiting, Teaching
Education
Professional Development-AT&T University of Sales Exellence 1993 — 2000
WCSL-Masters, Telecommunications technology and sales training
University at Buffalo 1972 — 1976
M.ED., Physical Education
State University of New York at Buffalo 1968 — 1971
B.Sc., Physical Education
M and M forwarding 2014 - Present
Kissing Bridge Ski Resort December 1976 - Present
Leading Sales and Marketing Executive December 2012 - March 2014
Great Harvest networking group 2010 - December 2013
WNYEC 2010 - 2013
WNYEC 2010 - 2013
Impressive Imprints May 2012 - December 2012
University at Buffalo February 2008 - July 2010
ING Financial Partners February 2004 - September 2007
AT&T January 1991 - January 2004
Skills
Business Strategy and..., Product Management and..., Leadership and Mentoring, Team Building, Marketing Communications, Product Management, Problem Solving, Business Strategy, Leadership, Sales, Mentoring, Account Management, Marketing Strategy, Customer Service, Management, Product Development, New Business Development, Coaching, Event Planning, Public Speaking, Project Planning, Negotiation, Selling, Sales Operations, Microsoft Office, Training, CRM, Event Management, Public Relations, Direct Sales, Marketing, Time Management, Teamwork, Strategy, Business Development, Networking, Business Planning, Sales Management, Entrepreneurship, Social Media Marketing, Strategic Planning, Research, Leadership Development, Advertising, Social Media, Team Leadership, Start-ups, Nonprofits, Recruiting, Teaching
Education
Professional Development-AT&T University of Sales Exellence 1993 — 2000
WCSL-Masters, Telecommunications technology and sales training
University at Buffalo 1972 — 1976
M.ED., Physical Education
State University of New York at Buffalo 1968 — 1971
B.Sc., Physical Education
Jay Peters Jay Peters's ING Financial Partners Experience 2007 - 2008
Job Small Business Computer Security Strategist | Financial Services Data Security & Information Privacy Speaker
Industry Computer & Network Security
Experience
Security Snapshot LLC December 2008 - Present
ING Financial Partners 2007 - 2008
Financial Tapestry January 2001 - March 2007
ING Funds 1998 - 2000
Furman Selz llc March 1986 - December 1997
Education
University of Iowa
BA, Business
Security Snapshot LLC December 2008 - Present
ING Financial Partners 2007 - 2008
Financial Tapestry January 2001 - March 2007
ING Funds 1998 - 2000
Furman Selz llc March 1986 - December 1997
Education
University of Iowa
BA, Business
Janine LaSalle Janine LaSalle's ING Financial Partners Experience September 2011 - December 2011
Job Associate Product Marketing Manager at Stryker Spine
Industry Medical Devices
Experience
Stryker Spine September 2014 - Present
Stryker Spine January 2013 - September 2014
University of Delaware Finance Department February 2012 - December 2012
Stryker Spine June 2012 - August 2012
ING Financial Partners September 2011 - December 2011
Skills
Product Marketing, Customer Relations, Marketing Strategy, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Market Research, Product Development
Education
University of Delaware 2009 — 2012
Bachelor of Arts (BA), Mass Communication, 3.89
Stryker Spine September 2014 - Present
Stryker Spine January 2013 - September 2014
University of Delaware Finance Department February 2012 - December 2012
Stryker Spine June 2012 - August 2012
ING Financial Partners September 2011 - December 2011
Skills
Product Marketing, Customer Relations, Marketing Strategy, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Market Research, Product Development
Education
University of Delaware 2009 — 2012
Bachelor of Arts (BA), Mass Communication, 3.89
James Larson James Larson's ING Financial Partners Experience September 2010 - December 2010
Job Private Equity Associate (TMT) at TPG Capital
Industry Venture Capital & Private Equity
Experience
The Blackstone Group June 2013 - June 2015
The Blackstone Group June 2012 - August 2012
Microsoft May 2011 - August 2011
ING Financial Partners September 2010 - December 2010
GLHN Architects & Engineers, Inc June 2010 - July 2010
Skills
Mergers & Acquisitions, Financial Modeling, Valuation, Corporate Finance, Investment Banking, LBO, Financial Analysis, Private Equity
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science in Economics - Finance
Catalina Foothills High School
The Blackstone Group June 2013 - June 2015
The Blackstone Group June 2012 - August 2012
Microsoft May 2011 - August 2011
ING Financial Partners September 2010 - December 2010
GLHN Architects & Engineers, Inc June 2010 - July 2010
Skills
Mergers & Acquisitions, Financial Modeling, Valuation, Corporate Finance, Investment Banking, LBO, Financial Analysis, Private Equity
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science in Economics - Finance
Catalina Foothills High School
J. Alexander Link's ING Financial Partners Experience July 2014 - Present
Job Student
Industry Public Policy
Experience
ING Financial Partners July 2014 - Present
Lutz Preparatory School January 2013 - Present
The Champions Club June 2014 - Present
Alexander Tutoring Company August 2011 - Present
School District of Hillsborough County January 2012 - January 2013
2020 Companies March 2011 - December 2011
Guest Services, Usher, and Concession November 2010 - December 2011
Skills
Youth Mentoring, Event Planning, Public Speaking, Fundraising, Social Media, Social Networking, Creative Writing, Spanish, Teaching, Research, Editing, Public Relations, Event Management, PowerPoint, Microsoft Excel, Community Outreach, Higher Education, Facebook
Education
University of South Florida 2008 — 2015
Bachelor of Arts (BA), Philosophy
University of South Florida 2008 — 2015
Bachelor of Science, Physics and Political Science; Psychology
University of South Florida 2008 — 2011
Bachelor of Arts (B.A.), Philosophy
University of South Florida, Honors College 2008 — 2011
Bachelor of Arts, Philosophy
George W. Jenkins Senior High School '08 2006 — 2008
High School Diploma
Jesuit High School 2004 — 2006
ING Financial Partners July 2014 - Present
Lutz Preparatory School January 2013 - Present
The Champions Club June 2014 - Present
Alexander Tutoring Company August 2011 - Present
School District of Hillsborough County January 2012 - January 2013
2020 Companies March 2011 - December 2011
Guest Services, Usher, and Concession November 2010 - December 2011
Skills
Youth Mentoring, Event Planning, Public Speaking, Fundraising, Social Media, Social Networking, Creative Writing, Spanish, Teaching, Research, Editing, Public Relations, Event Management, PowerPoint, Microsoft Excel, Community Outreach, Higher Education, Facebook
Education
University of South Florida 2008 — 2015
Bachelor of Arts (BA), Philosophy
University of South Florida 2008 — 2015
Bachelor of Science, Physics and Political Science; Psychology
University of South Florida 2008 — 2011
Bachelor of Arts (B.A.), Philosophy
University of South Florida, Honors College 2008 — 2011
Bachelor of Arts, Philosophy
George W. Jenkins Senior High School '08 2006 — 2008
High School Diploma
Jesuit High School 2004 — 2006
Kevin Gray's ING Financial Partners Experience May 2010 - August 2011
Job Regional Director for Swan Global Investments Great Lakes
Industry Financial Services
Experience
Swan Global Investments September 2015 - Present
New York Life & MainStay Investments December 2013 - September 2015
New York Life & MainStay Investments September 2011 - December 2013
ING Financial Partners May 2010 - August 2011
Skills
Series 7, Financial Analysis, Retirement Planning, Equities, Strategic Financial..., Asset Allocation, Wealth Management, Portfolio Management, Investments, Asset Management, Series 63, Mutual Funds
Education
University of Pennsylvania
Bachelor of Arts (B.A.), Economics
Swan Global Investments September 2015 - Present
New York Life & MainStay Investments December 2013 - September 2015
New York Life & MainStay Investments September 2011 - December 2013
ING Financial Partners May 2010 - August 2011
Skills
Series 7, Financial Analysis, Retirement Planning, Equities, Strategic Financial..., Asset Allocation, Wealth Management, Portfolio Management, Investments, Asset Management, Series 63, Mutual Funds
Education
University of Pennsylvania
Bachelor of Arts (B.A.), Economics
Kelsey Pool Kean Kelsey Pool Kean's ING Financial Partners Experience June 2012 - August 2013
Job Investment Product Advisor at Principal Global Investors
Industry Marketing and Advertising
Experience
Principal Global Investors April 2014 - Present
Principal Global Investors August 2013 - April 2014
ING Financial Partners June 2012 - August 2013
DeWaay Financial Network January 2010 - June 2012
Coventry Health Care September 2009 - January 2010
Yellowbook July 2009 - September 2009
University of Iowa RMEREP August 2007 - June 2009
Marsh May 2008 - August 2008
Skills
Insurance, Microsoft Excel, Series 7, PowerPoint, Microsoft Office, Microsoft Word, Investments, Data Analysis
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
BBA, Marketing
Principal Global Investors April 2014 - Present
Principal Global Investors August 2013 - April 2014
ING Financial Partners June 2012 - August 2013
DeWaay Financial Network January 2010 - June 2012
Coventry Health Care September 2009 - January 2010
Yellowbook July 2009 - September 2009
University of Iowa RMEREP August 2007 - June 2009
Marsh May 2008 - August 2008
Skills
Insurance, Microsoft Excel, Series 7, PowerPoint, Microsoft Office, Microsoft Word, Investments, Data Analysis
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
BBA, Marketing
Bryan Truong's ING Financial Partners Experience 2011 - 2013
Job Marketing and ECommerce Manager at Vapology Story
Industry Marketing and Advertising
Experience
Vapology Story June 2015 - Present
ING Financial Partners 2011 - 2013
Skills
Management, Project Management, Business Development, Strategy, Business Strategy
Education
University of California, Riverside 2007 — 2011
Economics, Economics
University of California, Riverside
Vapology Story June 2015 - Present
ING Financial Partners 2011 - 2013
Skills
Management, Project Management, Business Development, Strategy, Business Strategy
Education
University of California, Riverside 2007 — 2011
Economics, Economics
University of California, Riverside
James Webber's ING Financial Partners Experience June 2014 - August 2014
Job Senior Loan Officer at Midwest Equity Mortgage, LLC
Industry Financial Services
Experience
Midwest Equity Mortgage, LLC February 2015 - Present
McAdam Financially Advanced™ August 2014 - February 2015
ING Financial Partners June 2014 - August 2014
Grubhub, Inc August 2011 - May 2014
Lionheart Financial-ING Financial Partners June 2013 - August 2013
GrubHub Seamless May 2013 - August 2013
Brothers Bar & Grill 2011 - 2013
Midwest Equity Mortgage May 2012 - August 2012
Skills
Customer Satisfaction, Marketing, Social Networking, Social Media, Retail, Facebook, Social Media Marketing, PowerPoint, Event Planning, Leadership, Microsoft Word, Microsoft Excel, Microsoft Office, Estate Planning, Estate Tax Planning, Retirement Planning, Business Tax Planning, REIT, Financial Risk..., Tax Planning, Financial Planning
Education
University of Illinois 2010 — 2014
B.S, Financial Planning; Business Administration Minor
Brother Rice High School 2006 — 2010
Midwest Equity Mortgage, LLC February 2015 - Present
McAdam Financially Advanced™ August 2014 - February 2015
ING Financial Partners June 2014 - August 2014
Grubhub, Inc August 2011 - May 2014
Lionheart Financial-ING Financial Partners June 2013 - August 2013
GrubHub Seamless May 2013 - August 2013
Brothers Bar & Grill 2011 - 2013
Midwest Equity Mortgage May 2012 - August 2012
Skills
Customer Satisfaction, Marketing, Social Networking, Social Media, Retail, Facebook, Social Media Marketing, PowerPoint, Event Planning, Leadership, Microsoft Word, Microsoft Excel, Microsoft Office, Estate Planning, Estate Tax Planning, Retirement Planning, Business Tax Planning, REIT, Financial Risk..., Tax Planning, Financial Planning
Education
University of Illinois 2010 — 2014
B.S, Financial Planning; Business Administration Minor
Brother Rice High School 2006 — 2010
Anthony Losquadro Anthony Losquadro's ING Financial Partners Experience June 2014 - September 2014
Job Financial Advisor at McAdam Financial Group
Industry Financial Services
Experience
McAdam Financial Group September 2014 - Present
ING Financial Partners June 2014 - September 2014
The Ink Spot June 2010 - September 2014
University of Barcelona January 2013 - May 2013
Southold Town Hall July 2009 - August 2010
Skills
Investments, Retirement Planning, Wealth Management, Series 7, Financial Planning, Mutual Funds, Portfolio Management, Asset Allocation, Financial Analysis, Investment Advisory, Asset Management, Securities, Retirement, Equities, Adobe Creative Suite, Adobe Photoshop, JavaScript, Spanish, Public Speaking, PowerPoint, Data Analysis, Social Media
Education
Brandeis University 2010 — 2014
Bachelor of Arts (B.A.), Economics, International & Global Studies, Hispanic Studies
Universitat de Barcelona 2013 — 2013
Study Abroad Program, Faculty of Economics and Business
Southold High School 2006 — 2010
High School
McAdam Financial Group September 2014 - Present
ING Financial Partners June 2014 - September 2014
The Ink Spot June 2010 - September 2014
University of Barcelona January 2013 - May 2013
Southold Town Hall July 2009 - August 2010
Skills
Investments, Retirement Planning, Wealth Management, Series 7, Financial Planning, Mutual Funds, Portfolio Management, Asset Allocation, Financial Analysis, Investment Advisory, Asset Management, Securities, Retirement, Equities, Adobe Creative Suite, Adobe Photoshop, JavaScript, Spanish, Public Speaking, PowerPoint, Data Analysis, Social Media
Education
Brandeis University 2010 — 2014
Bachelor of Arts (B.A.), Economics, International & Global Studies, Hispanic Studies
Universitat de Barcelona 2013 — 2013
Study Abroad Program, Faculty of Economics and Business
Southold High School 2006 — 2010
High School
Andrew Kurnz Andrew Kurnz's ING Financial Partners Experience July 2008 - February 2009
Job Compensation Advisor at TD
Industry Financial Services
Experience
TD January 2015 - Present
TD March 2014 - January 2015
TD August 2012 - March 2014
BAYADA Home Health Care October 2010 - August 2012
BAYADA Home Health Care September 2009 - October 2010
Hill's Quality Seafood April 2001 - September 2010
ING Financial Partners July 2008 - February 2009
Skills
Healthcare, Strategic Financial..., Financial Analysis, Microsoft Excel, PowerPoint
Education
Villanova University
Master of Business Administration (MBA)
University of Pittsburgh 2004 — 2008
B.A., Economics
University of Virginia 2007 — 2007
TD January 2015 - Present
TD March 2014 - January 2015
TD August 2012 - March 2014
BAYADA Home Health Care October 2010 - August 2012
BAYADA Home Health Care September 2009 - October 2010
Hill's Quality Seafood April 2001 - September 2010
ING Financial Partners July 2008 - February 2009
Skills
Healthcare, Strategic Financial..., Financial Analysis, Microsoft Excel, PowerPoint
Education
Villanova University
Master of Business Administration (MBA)
University of Pittsburgh 2004 — 2008
B.A., Economics
University of Virginia 2007 — 2007
Alan Neese Alan Neese's ING Financial Partners Experience 2003 - 2013
Job Independent Financial Advisor
Industry Investment Management
Experience
ING Financial Partners 2003 - 2013
Independent Financial Advisor January 1991 - December 2002
Education
American College of Financial Planning 2013 — 2015
Chartered Financial Consultant
University of Nevada-Las Vegas
Business Administration
Wagner H.S. P.I.
ING Financial Partners 2003 - 2013
Independent Financial Advisor January 1991 - December 2002
Education
American College of Financial Planning 2013 — 2015
Chartered Financial Consultant
University of Nevada-Las Vegas
Business Administration
Wagner H.S. P.I.
Richard Finkelstein Richard Finkelstein's ING Financial Partners Experience October 2010 - Present
Job Registered Representative at ING Financial Partners
Industry Insurance
Experience
Life Insurance Dyvamics June 2014 - Present
ING Financial Partners October 2010 - Present
Partners 2010 - 2014
Partners 2010 - 2014
Total Financial Insurance Services December 2005 - January 2010
ING Advisors Network August 1998 - November 2003
Skills
Life Insurance, Fixed Annuities, Disability Insurance, Retirement, Retirement Planning, Universal Life, Insurance, Strategic Financial..., Term Life Insurance, Long Term Care Insurance, Long-term Care, Series 6, IRAs, 401k, Estate Planning, Financial Planners, Series 63, Wealth Accumulation, Underwriting, 401k Rollovers, Roth IRA
Education
University of Michigan - Stephen M. Ross School of Business 1984 — 1986
MBA, Finance and International Business
Life Insurance Dyvamics June 2014 - Present
ING Financial Partners October 2010 - Present
Partners 2010 - 2014
Partners 2010 - 2014
Total Financial Insurance Services December 2005 - January 2010
ING Advisors Network August 1998 - November 2003
Skills
Life Insurance, Fixed Annuities, Disability Insurance, Retirement, Retirement Planning, Universal Life, Insurance, Strategic Financial..., Term Life Insurance, Long Term Care Insurance, Long-term Care, Series 6, IRAs, 401k, Estate Planning, Financial Planners, Series 63, Wealth Accumulation, Underwriting, 401k Rollovers, Roth IRA
Education
University of Michigan - Stephen M. Ross School of Business 1984 — 1986
MBA, Finance and International Business
Carol Reicks's ING Financial Partners Experience March 2005 - Present
Job Investment Adviser Representative at ING Financial Partners
Industry Financial Services
Experience
Voya Financial September 2014 - Present
ING Financial Partners March 2005 - Present
ING/Aetna Financial Services 1996 - 2003
Aetna 1993 - 1997
Skills
Retirement Planning, Customer Service, Insurance, Employee Benefits, Mutual Funds, Retirement, Fixed Annuities, Risk Management, IRAs, 401k, Series 63, Strategic Financial..., Asset Allocation, Series 7, Process Improvement, Series 6
Education
University of Connecticut
MBA, Finance Emphasis
University of Northern Iowa
BA, Mathematics
Voya Financial September 2014 - Present
ING Financial Partners March 2005 - Present
ING/Aetna Financial Services 1996 - 2003
Aetna 1993 - 1997
Skills
Retirement Planning, Customer Service, Insurance, Employee Benefits, Mutual Funds, Retirement, Fixed Annuities, Risk Management, IRAs, 401k, Series 63, Strategic Financial..., Asset Allocation, Series 7, Process Improvement, Series 6
Education
University of Connecticut
MBA, Finance Emphasis
University of Northern Iowa
BA, Mathematics
Mark Jutkowitz Mark Jutkowitz's ING Financial Partners Experience August 2013 - December 2014
Job Financial Advisor at CIC Wealth
Industry Financial Services
Experience
CIC Wealth January 2015 - Present
ING Financial Partners August 2013 - December 2014
CrackBeetz.com May 2011 - May 2013
Stone Street Capital June 2012 - August 2012
SEA-simplysea.com July 2011 - June 2012
Madlax June 2009 - August 2011
Education
University of Maryland College Park
Bachelor of Arts (B.A.), Economics
CIC Wealth January 2015 - Present
ING Financial Partners August 2013 - December 2014
CrackBeetz.com May 2011 - May 2013
Stone Street Capital June 2012 - August 2012
SEA-simplysea.com July 2011 - June 2012
Madlax June 2009 - August 2011
Education
University of Maryland College Park
Bachelor of Arts (B.A.), Economics
Erin Aliquo Erin Aliquo's ING Financial Partners Experience October 2010 - April 2011
Job Account Executive at The Archer Group
Industry Marketing and Advertising
Experience
The Archer Group September 2013 - Present
Foundry 9, LLC May 2013 - September 2013
DesignDesign, Inc. April 2011 - May 2013
ING Financial Partners October 2010 - April 2011
Wells Fargo September 2009 - October 2010
Skills
Corporate Branding, Advertising, Brochures, Packaging, Concept Development, Direct Mail, Social Media, Customer Satisfaction, Copywriting, Copy Editing, Marketing Copy, Marketing Communications, Social Media Marketing, Marketing Management, Product Marketing, Marketing Strategy, Project Management, Marketing, SEO
Education
University of Delaware 2005 — 2009
BS, Marketing, International Business
University of Delaware - Lerner College of Business and Economics 2005 — 2009
Bachelor of Science (B.S.), Marketing
The Archer Group September 2013 - Present
Foundry 9, LLC May 2013 - September 2013
DesignDesign, Inc. April 2011 - May 2013
ING Financial Partners October 2010 - April 2011
Wells Fargo September 2009 - October 2010
Skills
Corporate Branding, Advertising, Brochures, Packaging, Concept Development, Direct Mail, Social Media, Customer Satisfaction, Copywriting, Copy Editing, Marketing Copy, Marketing Communications, Social Media Marketing, Marketing Management, Product Marketing, Marketing Strategy, Project Management, Marketing, SEO
Education
University of Delaware 2005 — 2009
BS, Marketing, International Business
University of Delaware - Lerner College of Business and Economics 2005 — 2009
Bachelor of Science (B.S.), Marketing
Bryan Port Bryan Port's ING Financial Partners Experience January 2012 - May 2012
Job Real Estate Agent at Berkshire Hathaway HomeServices Fox & Roach, Realtors
Industry Real Estate
Experience
Berkshire Hathaway HomeServices Fox & Roach, Realtors January 2015 - Present
Vanguard June 2013 - October 2014
RiverCrest Golf Club and Preserve August 2007 - May 2013
ING Financial Partners January 2012 - May 2012
Nike Factory Store October 2007 - April 2008
Skills
PowerPoint, Customer Service, Microsoft Excel, Microsoft Office, Sales, Microsoft Word, Marketing, Research, Event Planning, Time Management
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2012
Bachelor of Science (B.S.), Economics
Perkiomen Valley High School 2004 — 2008
Berkshire Hathaway HomeServices Fox & Roach, Realtors January 2015 - Present
Vanguard June 2013 - October 2014
RiverCrest Golf Club and Preserve August 2007 - May 2013
ING Financial Partners January 2012 - May 2012
Nike Factory Store October 2007 - April 2008
Skills
PowerPoint, Customer Service, Microsoft Excel, Microsoft Office, Sales, Microsoft Word, Marketing, Research, Event Planning, Time Management
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2012
Bachelor of Science (B.S.), Economics
Perkiomen Valley High School 2004 — 2008
Christina Robin Christina Robin's ING Financial Partners Experience May 2012 - October 2012
Job Experienced Assurance Associate at PwC
Industry Accounting
Experience
PwC August 2014 - Present
University of South Carolina August 2013 - May 2014
PwC January 2013 - March 2013
ING Financial Partners May 2012 - October 2012
University of South Carolina August 2011 - May 2012
Skills
Leadership, Microsoft Excel, Financial Analysis, Auditing, Financial Accounting, Research
Education
University of South Carolina - The Moore School of Business 2013 — 2014
Masters of Accountancy, Assurance Track
University of South Carolina - The Moore School of Business 2009 — 2013
Bachelor of Science, Business Administration; Accounting
PwC August 2014 - Present
University of South Carolina August 2013 - May 2014
PwC January 2013 - March 2013
ING Financial Partners May 2012 - October 2012
University of South Carolina August 2011 - May 2012
Skills
Leadership, Microsoft Excel, Financial Analysis, Auditing, Financial Accounting, Research
Education
University of South Carolina - The Moore School of Business 2013 — 2014
Masters of Accountancy, Assurance Track
University of South Carolina - The Moore School of Business 2009 — 2013
Bachelor of Science, Business Administration; Accounting
Chris Fantini's ING Financial Partners Experience January 2014 - May 2014
Job Financial Representative at Fidelity Investments
Industry Capital Markets
Experience
Fidelity Investments February 2015 - Present
Bloomberg LP September 2014 - December 2014
ING Financial Partners January 2014 - May 2014
Stone Street Capital June 2013 - August 2013
Course Hero, Inc June 2012 - December 2012
Skills
Economics, Social Media, Social Networking, Social Media Marketing, Business Development, Economic Development, Salesforce.com, Financial Analysis, Client Development, Financial Planning
Education
University of Maryland College Park 2010 — 2014
Bachelor of Arts (B.A.), Economics, Senior
Fidelity Investments February 2015 - Present
Bloomberg LP September 2014 - December 2014
ING Financial Partners January 2014 - May 2014
Stone Street Capital June 2013 - August 2013
Course Hero, Inc June 2012 - December 2012
Skills
Economics, Social Media, Social Networking, Social Media Marketing, Business Development, Economic Development, Salesforce.com, Financial Analysis, Client Development, Financial Planning
Education
University of Maryland College Park 2010 — 2014
Bachelor of Arts (B.A.), Economics, Senior
Rebecca Quijano's ING Financial Partners Experience October 2009 - September 2010
Job Associate at Wilshire Advisor Solutions
Industry Financial Services
Experience
Wilshire Associates July 2012 - Present
Cambridge Investment Research, Inc. October 2010 - July 2012
ING Financial Partners October 2009 - September 2010
Tiberi Financial Services December 2007 - October 2009
Skills
Financial Advisory, Retirement, Asset Management, Social Media, Series 7, Series 63, Retirement Planning, Business Coaching, Financial Services, Social Media Marketing, Marketing, Securities, Business Development, Mutual Funds, Digital Media
Education
University of Illinois at Chicago 2003 — 2007
Bachelor's, English, American Literature
Wilshire Associates July 2012 - Present
Cambridge Investment Research, Inc. October 2010 - July 2012
ING Financial Partners October 2009 - September 2010
Tiberi Financial Services December 2007 - October 2009
Skills
Financial Advisory, Retirement, Asset Management, Social Media, Series 7, Series 63, Retirement Planning, Business Coaching, Financial Services, Social Media Marketing, Marketing, Securities, Business Development, Mutual Funds, Digital Media
Education
University of Illinois at Chicago 2003 — 2007
Bachelor's, English, American Literature
Patrick Ceccacci Patrick Ceccacci's ING Financial Partners Experience 2011 - 2012
Job Senior Portfolio Advisor
Industry Financial Services
Experience
Merrill Lynch March 2012 - Present
ING Financial Partners 2011 - 2012
Merrill Lynch 2010 - 2010
Sallie Mae 2009 - 2009
Skills
Banking, Portfolio Management, Investments, Financial Planning, Financial Markets, Investment Advisory, Series 7, Strategic Financial..., Finance, Mutual Funds, Retirement Planning, Wealth Management
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
Bachelor of Science (B.S.), Finance
Verona High School 2004 — 2007
Merrill Lynch March 2012 - Present
ING Financial Partners 2011 - 2012
Merrill Lynch 2010 - 2010
Sallie Mae 2009 - 2009
Skills
Banking, Portfolio Management, Investments, Financial Planning, Financial Markets, Investment Advisory, Series 7, Strategic Financial..., Finance, Mutual Funds, Retirement Planning, Wealth Management
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
Bachelor of Science (B.S.), Finance
Verona High School 2004 — 2007
Nikki Hubbard Nikki Hubbard's ING Financial Partners Experience June 2014 - 2014
Job Student at University of Vermont
Industry Hospital & Health Care
Experience
University of Vermont August 2015 - Present
University of Michigan September 2011 - May 2014
ING Financial Partners June 2014 - 2014
University of Michigan Health System May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, Budgets, Data Analysis, Spanish, Market Research, Event Planning, Leadership, Social Media, Social Networking
Education
University of Michigan 2010 — 2014
Bachelor of Arts (B.A.), International/Global Studies
University of Vermont August 2015 - Present
University of Michigan September 2011 - May 2014
ING Financial Partners June 2014 - 2014
University of Michigan Health System May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, Budgets, Data Analysis, Spanish, Market Research, Event Planning, Leadership, Social Media, Social Networking
Education
University of Michigan 2010 — 2014
Bachelor of Arts (B.A.), International/Global Studies
Douglas Henry's ING Financial Partners Experience May 2013 - February 2014
Job Client Specialist Commodities & Energy at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters September 2015 - Present
Nadex March 2014 - August 2015
ING Financial Partners May 2013 - February 2014
Coyote Logistics June 2012 - April 2013
Skills
Financial Analysis, Leadership, Customer Service, Sales, Microsoft Excel, Microsoft Office, Account Management, Business Development, Futures Trading, Financial Risk, Commodity Markets, Energy Markets, Financial Markets, Market Data
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Economics
Downers Grove North High School 2004 — 2008
Thomson Reuters September 2015 - Present
Nadex March 2014 - August 2015
ING Financial Partners May 2013 - February 2014
Coyote Logistics June 2012 - April 2013
Skills
Financial Analysis, Leadership, Customer Service, Sales, Microsoft Excel, Microsoft Office, Account Management, Business Development, Futures Trading, Financial Risk, Commodity Markets, Energy Markets, Financial Markets, Market Data
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Economics
Downers Grove North High School 2004 — 2008
Jeffrey Grotz Jeffrey Grotz's ING Financial Partners Experience January 2014 - July 2014
Job Integrative Biology
Industry Biotechnology
Experience
IOI Loders Croklaan July 2014 - Present
ING Financial Partners January 2014 - July 2014
William H Grotz Dentistry January 2007 - January 2013
YMCA 2012 - 2012
Skills
Dental Assisting, Laboratory, Gel Electrophoresis, Series 7, Series 66, Life & Health Insurance..., Variable Life
Education
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Science (B.S.), Integrative Biology
IOI Loders Croklaan July 2014 - Present
ING Financial Partners January 2014 - July 2014
William H Grotz Dentistry January 2007 - January 2013
YMCA 2012 - 2012
Skills
Dental Assisting, Laboratory, Gel Electrophoresis, Series 7, Series 66, Life & Health Insurance..., Variable Life
Education
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Science (B.S.), Integrative Biology
Jacob Bresemann Jacob Bresemann's ING Financial Partners Experience June 2012 - August 2012
Job Senior Financial Analyst at Allstate Financial
Industry Financial Services
Experience
Allstate Financial August 2014 - Present
Allstate Financial January 2013 - August 2014
Merritt Research Service LLC August 2012 - December 2012
The University of Iowa August 2011 - November 2012
ING Financial Partners June 2012 - August 2012
Domino's Pizza February 2011 - May 2011
Skills
Microsoft Office, Team Leadership, Critical Thinking, Time Management, Financial Analysis, Organization, Analysis, Problem Solving, Data Analysis, Research, Project Management, Finance
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, 3.83
Round Lake Senior High School 2004 — 2008
High School Diploma
Allstate Financial August 2014 - Present
Allstate Financial January 2013 - August 2014
Merritt Research Service LLC August 2012 - December 2012
The University of Iowa August 2011 - November 2012
ING Financial Partners June 2012 - August 2012
Domino's Pizza February 2011 - May 2011
Skills
Microsoft Office, Team Leadership, Critical Thinking, Time Management, Financial Analysis, Organization, Analysis, Problem Solving, Data Analysis, Research, Project Management, Finance
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, 3.83
Round Lake Senior High School 2004 — 2008
High School Diploma
Andrew Stumbo Andrew Stumbo's ING Financial Partners Experience May 2012 - August 2012
Job Investment Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management April 2013 - Present
ING Financial Partners May 2012 - August 2012
Yeske Buie January 2012 - May 2012
University of Iowa January 2011 - May 2012
On-Point Strategies May 2011 - August 2011
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Senior
RBC Wealth Management April 2013 - Present
ING Financial Partners May 2012 - August 2012
Yeske Buie January 2012 - May 2012
University of Iowa January 2011 - May 2012
On-Point Strategies May 2011 - August 2011
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Senior
Hagen Mueller's ING Financial Partners Experience November 2013 - August 2014
Job Inbound Sales Representative at Groupon
Industry Marketing and Advertising
Experience
ING Financial Partners November 2013 - August 2014
Brothers Bar & Grill Champaign November 2011 - May 2014
Lincoln Property Company July 2013 - August 2013
Hedge Trading June 2013 - July 2013
Brothers Bar & Grill Champaign September 2011 - November 2012
Chicago Park District May 2010 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Customer Service, Microsoft Word, Facebook, Event Planning, Social Networking, Time Management, Social Media Marketing
Education
University of Illinois at Urbana-Champaign 2011 — 2014
Bachelor of Science (BS), Advertising
ING Financial Partners November 2013 - August 2014
Brothers Bar & Grill Champaign November 2011 - May 2014
Lincoln Property Company July 2013 - August 2013
Hedge Trading June 2013 - July 2013
Brothers Bar & Grill Champaign September 2011 - November 2012
Chicago Park District May 2010 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Customer Service, Microsoft Word, Facebook, Event Planning, Social Networking, Time Management, Social Media Marketing
Education
University of Illinois at Urbana-Champaign 2011 — 2014
Bachelor of Science (BS), Advertising
Robert Billingsley, J.D., CLU®, ChFC®, CLTC Robert Billingsley, J.D., CLU®, ChFC®, CLTC's ING Financial Partners Experience September 1996 - August 2001
Job Financial Advisor at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual February 2010 - Present
Northwestern Mutual Financial Network 2001 - February 2010
ING Financial Partners September 1996 - August 2001
Hirschler Fleischer August 1987 - July 1996
McGuireWoods September 1981 - August 1987
U.S. District Judge James Turk August 1980 - August 1981
Education
University of Richmond School of Law 1977 — 1980
J.D., Law
The College of William and Mary 1972 — 1976
Bachelor's Degree, Government
Northwestern Mutual February 2010 - Present
Northwestern Mutual Financial Network 2001 - February 2010
ING Financial Partners September 1996 - August 2001
Hirschler Fleischer August 1987 - July 1996
McGuireWoods September 1981 - August 1987
U.S. District Judge James Turk August 1980 - August 1981
Education
University of Richmond School of Law 1977 — 1980
J.D., Law
The College of William and Mary 1972 — 1976
Bachelor's Degree, Government
Lewis DeLosa's ING Financial Partners Experience June 2013 - December 2013
Job Financial Analyst at A.M. Best Company
Industry Financial Services
Experience
A.M Best Company August 2015 - Present
A.M. Best Company March 2014 - Present
Konica Minolta Business Solutions U.S.A., Inc. January 2014 - March 2014
ING Financial Partners June 2013 - December 2013
Ford Motor Company May 2012 - August 2012
Walmart June 2009 - August 2010
Skills
Financial Analysis, Corporate Finance, Quantitative Finance, Financial Services, Personal Finance, Microsoft Excel, Microsoft Access, Microsoft SQL Server, Microsoft Office, PowerPoint, Microsoft Word, Finance, Data Analysis, Research, Financial Modeling
Education
University of Notre Dame 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
A.M Best Company August 2015 - Present
A.M. Best Company March 2014 - Present
Konica Minolta Business Solutions U.S.A., Inc. January 2014 - March 2014
ING Financial Partners June 2013 - December 2013
Ford Motor Company May 2012 - August 2012
Walmart June 2009 - August 2010
Skills
Financial Analysis, Corporate Finance, Quantitative Finance, Financial Services, Personal Finance, Microsoft Excel, Microsoft Access, Microsoft SQL Server, Microsoft Office, PowerPoint, Microsoft Word, Finance, Data Analysis, Research, Financial Modeling
Education
University of Notre Dame 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Madeline Wheeler Madeline Wheeler's ING Financial Partners Experience August 2012 - April 2013
Job HR Recruiter at Hirewell
Industry Financial Services
Experience
Hirewell May 2014 - Present
Global Employment Solutions May 2013 - May 2014
Global Employment Solutions May 2013 - May 2014
ING Financial Partners August 2012 - April 2013
Skills
Series 65, •Proficient in..., Portfolio Management, Series 7, Public Relations, Strategic Financial..., Retirement Planning, Finance, Mutual Funds, Marketing, Securities, Financial Goals, New Business Development, Insurance, Recruiting, Variable Annuities, Sales, •Series 6, •Series 63, Life and Health..., •Completed “Excel With..., business, Cold Calling, Financial Analysis, Investments, Wealth Management, Negotiation, Talent Acquisition, Executive Search, Executive Sales...
Education
University of Colorado Boulder 2008 — 2012
Bachelor of Arts (BA), Economics
University of Colorado at Boulder 2008 — 2012
Bachelor of Arts and Science (B.A.), Economics
Hirewell May 2014 - Present
Global Employment Solutions May 2013 - May 2014
Global Employment Solutions May 2013 - May 2014
ING Financial Partners August 2012 - April 2013
Skills
Series 65, •Proficient in..., Portfolio Management, Series 7, Public Relations, Strategic Financial..., Retirement Planning, Finance, Mutual Funds, Marketing, Securities, Financial Goals, New Business Development, Insurance, Recruiting, Variable Annuities, Sales, •Series 6, •Series 63, Life and Health..., •Completed “Excel With..., business, Cold Calling, Financial Analysis, Investments, Wealth Management, Negotiation, Talent Acquisition, Executive Search, Executive Sales...
Education
University of Colorado Boulder 2008 — 2012
Bachelor of Arts (BA), Economics
University of Colorado at Boulder 2008 — 2012
Bachelor of Arts and Science (B.A.), Economics
David Harrelson David Harrelson's ING Financial Partners Experience November 2008 - November 2011
Job Insurance Agent at Christian Co Insurance
Industry Financial Services
Experience
Christian Co Insurance October 2012 - Present
American Classic Agency November 2011 - October 2012
ING Financial Partners November 2008 - November 2011
First National Bank of the South August 2005 - September 2008
Community First Bank 2004 - 2005
Carolina First 2001 - 2004
Capital Trust Mortgage July 1999 - August 2001
Skills
Investments, Insurance, Annuities, Long Term Care, Retirement, Financial Planning, Health Insurance, Disability Insurance, Mortgage Lending
Education
University of South Carolina - The Moore School of Business 1992 — 1996
Bachelor of Business Administration (B.B.A.), Marketing and Management
Christian Co Insurance October 2012 - Present
American Classic Agency November 2011 - October 2012
ING Financial Partners November 2008 - November 2011
First National Bank of the South August 2005 - September 2008
Community First Bank 2004 - 2005
Carolina First 2001 - 2004
Capital Trust Mortgage July 1999 - August 2001
Skills
Investments, Insurance, Annuities, Long Term Care, Retirement, Financial Planning, Health Insurance, Disability Insurance, Mortgage Lending
Education
University of South Carolina - The Moore School of Business 1992 — 1996
Bachelor of Business Administration (B.B.A.), Marketing and Management
Ashley Farace Ashley Farace's ING Financial Partners Experience November 2010 - June 2012
Job Media Production
Industry Broadcast Media
Experience
Eastern TV February 2015 - June 2015
6abc/Dunkin Donuts Thanksgiving Day Parade October 2014 - December 2014
Bunim Murray Productions September 2014 - September 2014
ABC - Live Well Network April 2014 - August 2014
ABC-Live Well Network September 2013 - May 2014
WPVI - TV 6abc August 2013 - May 2014
Temple Update, Temple University August 2013 - December 2013
Philadelphia Style Magazine August 2013 - December 2013
Morgan Stanley June 2012 - August 2013
ING Financial Partners November 2010 - June 2012
Skills
Microsoft Excel, Microsoft Office, Facebook, PowerPoint, Microsoft Word, Finance, Photoshop, InDesign, AP Style, Social Media Marketing, Hosting, Teleprompter, Blogging, News Writing, Social Networking, Social Media, Marketing, Editing, Writing, Television, Broadcast
Education
University of Delaware 2007 — 2011
Bachelor of Science, Management
Temple University 2013 — 2014
Master's degree, Journalism
Eastern TV February 2015 - June 2015
6abc/Dunkin Donuts Thanksgiving Day Parade October 2014 - December 2014
Bunim Murray Productions September 2014 - September 2014
ABC - Live Well Network April 2014 - August 2014
ABC-Live Well Network September 2013 - May 2014
WPVI - TV 6abc August 2013 - May 2014
Temple Update, Temple University August 2013 - December 2013
Philadelphia Style Magazine August 2013 - December 2013
Morgan Stanley June 2012 - August 2013
ING Financial Partners November 2010 - June 2012
Skills
Microsoft Excel, Microsoft Office, Facebook, PowerPoint, Microsoft Word, Finance, Photoshop, InDesign, AP Style, Social Media Marketing, Hosting, Teleprompter, Blogging, News Writing, Social Networking, Social Media, Marketing, Editing, Writing, Television, Broadcast
Education
University of Delaware 2007 — 2011
Bachelor of Science, Management
Temple University 2013 — 2014
Master's degree, Journalism
Richard C. Brown's ING Financial Partners Experience June 2008 - December 2012
Job Consultant, Education Services at ING Financial Partners
Industry Financial Services
Experience
ING Financial Partners June 2008 - December 2012
ING 2008 - December 2012
Glastonbury Board of Education November 2002 - November 2011
ING Financial Advisers 1994 - December 2006
Education
University of Hartford 1975 — 1977
MBA, Organizational Behavior
ING Financial Partners June 2008 - December 2012
ING 2008 - December 2012
Glastonbury Board of Education November 2002 - November 2011
ING Financial Advisers 1994 - December 2006
Education
University of Hartford 1975 — 1977
MBA, Organizational Behavior
Eric Elwood's ING Financial Partners Experience January 2011 - Present
Job Registered Rep. at ING Financial Partners
Industry Financial Services
Experience
ING Financial Partners January 2011 - Present
Country Insurance & Financial Services December 2008 - April 2011
Education
Washington State University 1973 — 1978
BA, Social Work
University of Oregon
ING Financial Partners January 2011 - Present
Country Insurance & Financial Services December 2008 - April 2011
Education
Washington State University 1973 — 1978
BA, Social Work
University of Oregon
Cy Aleman, CFP®'s ING Financial Partners Experience July 2006 - November 2010
Job Regional Vice President at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments June 2012 - Present
WBI Investments January 2011 - June 2012
ING Financial Partners July 2006 - November 2010
Old Mutual 2004 - 2006
OppenheimerFunds July 2002 - March 2004
Skills
401k, Alternative Investments, Asset Allocation, Financial Risk, Fixed Annuities, Investments, Leadership, Management, Marketing, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Sales, Sales Management, Securities, Series 6, Series 63, Series 7, Strategic Financial..., Variable Annuities, Wealth Management
Education
University of Oregon 1998 — 2002
BS, Political Science
Pioneer Investments June 2012 - Present
WBI Investments January 2011 - June 2012
ING Financial Partners July 2006 - November 2010
Old Mutual 2004 - 2006
OppenheimerFunds July 2002 - March 2004
Skills
401k, Alternative Investments, Asset Allocation, Financial Risk, Fixed Annuities, Investments, Leadership, Management, Marketing, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Sales, Sales Management, Securities, Series 6, Series 63, Series 7, Strategic Financial..., Variable Annuities, Wealth Management
Education
University of Oregon 1998 — 2002
BS, Political Science
Cody Meyerdirk's ING Financial Partners Experience October 2012 - September 2013
Job Retirement Readiness Metrics Consultant at Voya Financial
Industry Financial Services
Experience
Voya Financial September 2013 - Present
ING Financial Partners October 2012 - September 2013
ING Financial Partners June 2010 - September 2012
TD Ameritrade July 2008 - February 2010
TD Ameritrade October 2007 - July 2008
TD Ameritrade February 2006 - October 2007
Ameritrade September 2005 - February 2006
Ameritrade June 2005 - September 2005
Ameritrade May 2003 - June 2005
Skills
Series 7, Investments, Fixed Income, Securities, Series 24, Series 63, Equities, Mutual Funds, Investment Advisory, Uniform Combined State..., FINRA, 401k, Impromptu Speaking, Asset Allocation, Retirement Planning, Public Speaking, Retirement
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2014
Master of Business Administration (MBA), Finance
University of Northern Iowa 1998 — 2003
BA, Psychology & Business Management
Voya Financial September 2013 - Present
ING Financial Partners October 2012 - September 2013
ING Financial Partners June 2010 - September 2012
TD Ameritrade July 2008 - February 2010
TD Ameritrade October 2007 - July 2008
TD Ameritrade February 2006 - October 2007
Ameritrade September 2005 - February 2006
Ameritrade June 2005 - September 2005
Ameritrade May 2003 - June 2005
Skills
Series 7, Investments, Fixed Income, Securities, Series 24, Series 63, Equities, Mutual Funds, Investment Advisory, Uniform Combined State..., FINRA, 401k, Impromptu Speaking, Asset Allocation, Retirement Planning, Public Speaking, Retirement
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2014
Master of Business Administration (MBA), Finance
University of Northern Iowa 1998 — 2003
BA, Psychology & Business Management
Harris Mandler's ING Financial Partners Experience August 2006 - May 2013
Job Certified Financial Planner™ professional
Industry Financial Services
Experience
AXA Advisors May 2013 - Present
ING Financial Partners August 2006 - May 2013
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Investment Advisory, Asset Allocation, Estate Planning, Investment Strategies, Portfolio Management, Buy-sell Agreements, Income Protection
Education
University of Florida 2002 — 2006
Bachelor of Science (B.S.), Finance, Mass Communications
AXA Advisors May 2013 - Present
ING Financial Partners August 2006 - May 2013
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Investment Advisory, Asset Allocation, Estate Planning, Investment Strategies, Portfolio Management, Buy-sell Agreements, Income Protection
Education
University of Florida 2002 — 2006
Bachelor of Science (B.S.), Finance, Mass Communications
Bronwyn McIntosh's ING Financial Partners Experience August 2008 - December 2008
Job Client Services & Relationship Management
Industry Investment Management
Experience
Godsey & Gibb Wealth Management 2009 - Present
ING Financial Partners August 2008 - December 2008
DeFazios Catering October 2004 - April 2005
Fairheads International Trust Company January 1990 - March 1997
Herbsteins Attorneys January 1988 - December 1989
Skills
Editing, Public Speaking, Social Media, Marketing Communications, Media Relations, Research, Public Relations, Nonprofits, Event Planning, Microsoft Office, Facebook, Advertising, Marketing, Curriculum Development, Customer Service, Microsoft Word, Writing, Sewing, Chakra Balancing, Yoga, Proofreading
Education
University of South Africa/Universiteit van Suid-Afrika 1999 — 2001
Bachelor of Commerce (BCom) - not completed, Economics
Public Relations Institute of South Africa 1989 — 1989
Diploma in Public Relations, Public Relations, Advertising, and Applied Communication
Montrose Business College 1987 — 1987
Office Administration
Glenmore Yoga & Wellness Center 2006 — 2007
Yoga Teacher RYT200, Yoga
Cape Town School of Fashion Design 1986 — 1986
Diploma in Fashion Design, Fashion/Apparel Design
Godsey & Gibb Wealth Management 2009 - Present
ING Financial Partners August 2008 - December 2008
DeFazios Catering October 2004 - April 2005
Fairheads International Trust Company January 1990 - March 1997
Herbsteins Attorneys January 1988 - December 1989
Skills
Editing, Public Speaking, Social Media, Marketing Communications, Media Relations, Research, Public Relations, Nonprofits, Event Planning, Microsoft Office, Facebook, Advertising, Marketing, Curriculum Development, Customer Service, Microsoft Word, Writing, Sewing, Chakra Balancing, Yoga, Proofreading
Education
University of South Africa/Universiteit van Suid-Afrika 1999 — 2001
Bachelor of Commerce (BCom) - not completed, Economics
Public Relations Institute of South Africa 1989 — 1989
Diploma in Public Relations, Public Relations, Advertising, and Applied Communication
Montrose Business College 1987 — 1987
Office Administration
Glenmore Yoga & Wellness Center 2006 — 2007
Yoga Teacher RYT200, Yoga
Cape Town School of Fashion Design 1986 — 1986
Diploma in Fashion Design, Fashion/Apparel Design
Ray Conforti's ING Financial Partners Experience 2001 - 2004
Job Assistant Vice President, Content & Corporate Marketing at Global Atlantic Financial Group Limited
Industry Marketing and Advertising
Experience
Global Atlantic Financial Group Limited January 2014 - Present
Forethought Financial Group, Inc. January 2013 - January 2014
The Hartford September 2010 - December 2012
The Hartford 2008 - August 2010
The Hartford 2001 - 2008
ING Financial Partners 2001 - 2004
The Forman School 1998 - 2001
Skills
Copywriting, Concept Generation, Situational Leadership, Strategic Thinking, Project Execution, Self-driven, Marketing Strategy, Marketing Communications, Idea Generation, Life Insurance, Annuities, Advertising, Corporate Communications, Creative Direction, Fixed Annuities, Marketing, Project Management, Strategy
Education
University of Hartford
Bachelor of Arts (B.A.), Communication
Global Atlantic Financial Group Limited January 2014 - Present
Forethought Financial Group, Inc. January 2013 - January 2014
The Hartford September 2010 - December 2012
The Hartford 2008 - August 2010
The Hartford 2001 - 2008
ING Financial Partners 2001 - 2004
The Forman School 1998 - 2001
Skills
Copywriting, Concept Generation, Situational Leadership, Strategic Thinking, Project Execution, Self-driven, Marketing Strategy, Marketing Communications, Idea Generation, Life Insurance, Annuities, Advertising, Corporate Communications, Creative Direction, Fixed Annuities, Marketing, Project Management, Strategy
Education
University of Hartford
Bachelor of Arts (B.A.), Communication
Cherie Markway's ING Financial Partners Experience 1998 - 2001
Job Quality Assurance Specialist at Nationwide Financial
Industry Financial Services
Experience
Nationwide Insurance 2001 - Present
ING Financial Partners 1998 - 2001
Charlotte Mecklenburg Schools 1998 - 1998
Education
University of Northern Iowa 1995 — 1997
Masters Degree, English
University of Northern Iowa 1991 — 1995
Nationwide Insurance 2001 - Present
ING Financial Partners 1998 - 2001
Charlotte Mecklenburg Schools 1998 - 1998
Education
University of Northern Iowa 1995 — 1997
Masters Degree, English
University of Northern Iowa 1991 — 1995
Czaplinski Al's ING Financial Partners Experience January 1996 - Present
Job Registered Representative at ING Financial Partners
Industry Financial Services
Experience
ING Financial Partners January 1996 - Present
Education
University of Bridgeport 1967 — 1971
B.S., Secondary Education
Kolbe H.S.
St. Michael's
ING Financial Partners January 1996 - Present
Education
University of Bridgeport 1967 — 1971
B.S., Secondary Education
Kolbe H.S.
St. Michael's
Gregory A. Eaddy, MBA RFC's ING Financial Partners Experience February 2006 - December 2010
Job Investment Advisor Representative at Questar Capital
Industry Financial Services
Experience
Questar Capital December 2010 - Present
ING Financial Partners February 2006 - December 2010
Prudential Financial February 2003 - February 2006
Group C Communications February 2000 - February 2003
Sinclair Broadcast Group August 1998 - February 2000
Skills
Financial Planning, Insurance, Retirement, Investments, Annuities, Series 7, 401k, Mutual Funds, Small Business, Retirement Planning, Securities, Portfolio Management, Long Term Care, Health Insurance, Estate Planning, IRA's, Disability Insurance, Fixed Annuities, Strategic Financial..., Long-term Care, Series 63, Asset Allocation, FINRA, Life Insurance, Financial Advisory, Wealth Management, IRAs
Education
University of South Carolina - Darla Moore School of Business 2008 — 2010
MBA, Master of Business Administration
University of North Carolina at Greensboro 1995 — 1999
BA, Biology and Media Studies
Washington High School 1991 — 1995
College Prep
Questar Capital December 2010 - Present
ING Financial Partners February 2006 - December 2010
Prudential Financial February 2003 - February 2006
Group C Communications February 2000 - February 2003
Sinclair Broadcast Group August 1998 - February 2000
Skills
Financial Planning, Insurance, Retirement, Investments, Annuities, Series 7, 401k, Mutual Funds, Small Business, Retirement Planning, Securities, Portfolio Management, Long Term Care, Health Insurance, Estate Planning, IRA's, Disability Insurance, Fixed Annuities, Strategic Financial..., Long-term Care, Series 63, Asset Allocation, FINRA, Life Insurance, Financial Advisory, Wealth Management, IRAs
Education
University of South Carolina - Darla Moore School of Business 2008 — 2010
MBA, Master of Business Administration
University of North Carolina at Greensboro 1995 — 1999
BA, Biology and Media Studies
Washington High School 1991 — 1995
College Prep
Jake Sommer's ING Financial Partners Experience July 2003 - May 2004
Job Assistant Director at Ronald McDonald House Charities of Eastern Iowa & Western Illinois
Industry Nonprofit Organization Management
Experience
Ronald McDonald House Charities of Eastern Iowa & Western Illinois May 2004 - Present
JS Management October 2008 - December 2012
ING Financial Partners July 2003 - May 2004
Skills
Operations Management, Operational Activities, Microsoft Excel, Fundraising, Strategic Financial..., Residential Homes, Real Estate, Investments, Wealth Management, Process Scheduler, Purchasing, Investment Properties, Small Business, Strategic Planning, Management, Public Speaking
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2003
Bachelor, Finance
Ronald McDonald House Charities of Eastern Iowa & Western Illinois May 2004 - Present
JS Management October 2008 - December 2012
ING Financial Partners July 2003 - May 2004
Skills
Operations Management, Operational Activities, Microsoft Excel, Fundraising, Strategic Financial..., Residential Homes, Real Estate, Investments, Wealth Management, Process Scheduler, Purchasing, Investment Properties, Small Business, Strategic Planning, Management, Public Speaking
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2003
Bachelor, Finance
David D. Nguyen's ING Financial Partners Experience June 2014 - October 2014
Job Vice President
Industry Financial Services
Experience
McAdam Financially Advanced™ October 2014 - Present
ING Financial Partners June 2014 - October 2014
ING Financial Partners November 2011 - October 2014
ING Financial Partners March 2010 - November 2011
University of Pennsylvania May 2009 - March 2010
Skills
Microsoft Office, Financial Modeling, Alternative Investments, Finance, Investments, Data Analysis, Financial Analysis, Analysis, Securities
Education
University of Pennsylvania
B.A.
McAdam Financially Advanced™ October 2014 - Present
ING Financial Partners June 2014 - October 2014
ING Financial Partners November 2011 - October 2014
ING Financial Partners March 2010 - November 2011
University of Pennsylvania May 2009 - March 2010
Skills
Microsoft Office, Financial Modeling, Alternative Investments, Finance, Investments, Data Analysis, Financial Analysis, Analysis, Securities
Education
University of Pennsylvania
B.A.
Megan Kearney's ING Financial Partners Experience April 2005 - November 2010
Job One of a kind custom printing and embroidery. We offer promotional products, stop by or send me a message today!
Industry Retail
Experience
Underground Printing December 2010 - Present
ING Financial Partners April 2005 - November 2010
Graham Capital Management 2002 - 2005
Skills
Social Media Marketing, Social Media, Marketing, Microsoft Office, Customer Service, Sales, Leadership, Marketing Strategy
Education
University of Iowa 1997 — 2001
BBA, Marketing
Underground Printing December 2010 - Present
ING Financial Partners April 2005 - November 2010
Graham Capital Management 2002 - 2005
Skills
Social Media Marketing, Social Media, Marketing, Microsoft Office, Customer Service, Sales, Leadership, Marketing Strategy
Education
University of Iowa 1997 — 2001
BBA, Marketing
David O'Boyle's ING Financial Partners Experience March 2009 - September 2009
Job Personal Trainer at 24 Hour Fitness
Industry Accounting
Experience
24 Hour Fitness November 2010 - Present
David O'Boyle Athletics October 2009 - November 2010
ING Financial Partners March 2009 - September 2009
WTAS March 2008 - December 2008
Green Vision Health, LLC May 2007 - March 2008
HP Capital Investments, Inc June 2006 - April 2007
Education
University of California, Los Angeles
BA, Business Economics
24 Hour Fitness November 2010 - Present
David O'Boyle Athletics October 2009 - November 2010
ING Financial Partners March 2009 - September 2009
WTAS March 2008 - December 2008
Green Vision Health, LLC May 2007 - March 2008
HP Capital Investments, Inc June 2006 - April 2007
Education
University of California, Los Angeles
BA, Business Economics
Jenny Laurita's ING Financial Partners Experience November 2005 - April 2012
Job Trust Officer at MassMutual Trust Company
Industry Financial Services
Experience
MassMutual Trust Company April 2015 - Present
TIAA-CREF December 2013 - April 2015
AXA Advisors April 2012 - December 2013
ING Financial Partners November 2005 - April 2012
Skills
Investments, Investment Advisory, Securities, Life Insurance, Asset Allocation, Strategic Financial..., Mutual Funds, Series 63, Insurance, Retirement Planning, Wealth Management, Retirement, Estate Planning, Series 7, Portfolio Management, Investment Strategies, Uniform Combined State..., 401k, Risk Management, Financial Planning
Education
University of Connecticut 1983 — 1988
BA, History
MassMutual Trust Company April 2015 - Present
TIAA-CREF December 2013 - April 2015
AXA Advisors April 2012 - December 2013
ING Financial Partners November 2005 - April 2012
Skills
Investments, Investment Advisory, Securities, Life Insurance, Asset Allocation, Strategic Financial..., Mutual Funds, Series 63, Insurance, Retirement Planning, Wealth Management, Retirement, Estate Planning, Series 7, Portfolio Management, Investment Strategies, Uniform Combined State..., 401k, Risk Management, Financial Planning
Education
University of Connecticut 1983 — 1988
BA, History
Harry Toy's ING Financial Partners Experience March 2011 - December 2011
Job Financial Analysis & Plannning / Calif
Industry Financial Services
Experience
ING Financial Partners March 2011 - December 2011
Waddell & Reed October 2010 - March 2011
MSI November 2006 - October 2010
Skills
Microsoft Office, Customer Service, Strategic Planning, Leadership, Business Strategy, Business Planning, Business Development, Analysis, Management, Process Improvement, Finance, Management Consulting, Start-ups, Business Analysis, Strategy, Financial Analysis, Investments, Healthcare
Education
University of California
University of California, Los Angeles
ING Financial Partners March 2011 - December 2011
Waddell & Reed October 2010 - March 2011
MSI November 2006 - October 2010
Skills
Microsoft Office, Customer Service, Strategic Planning, Leadership, Business Strategy, Business Planning, Business Development, Analysis, Management, Process Improvement, Finance, Management Consulting, Start-ups, Business Analysis, Strategy, Financial Analysis, Investments, Healthcare
Education
University of California
University of California, Los Angeles
Maureen Cardone's ING Financial Partners Experience 1992 - 2002
Job Vice President Finance at CCARC
Industry Accounting
Experience
CCARC, Inc. December 2012 - Present
SHRM September 2011 - August 2012
Catholic Charities USA January 2008 - September 2011
US Patent and Trademark Office 2007 - 2007
SAGE Systems Technologies 2006 - 2007
US Airways 2002 - 2004
ING Financial Partners 1992 - 2002
Skills
Internal Controls, Auditing, Financial Accounting, Financial Analysis, Financial Reporting, Payroll, Sarbanes-Oxley Act, Internal Audit, Budgets, Managerial Finance, Finance, General Ledger, Accounting, Great Plains Software, Forecasting, US GAAP
Education
University of Connecticut 1988 — 1992
BS Business Administration, Accounting
CCARC, Inc. December 2012 - Present
SHRM September 2011 - August 2012
Catholic Charities USA January 2008 - September 2011
US Patent and Trademark Office 2007 - 2007
SAGE Systems Technologies 2006 - 2007
US Airways 2002 - 2004
ING Financial Partners 1992 - 2002
Skills
Internal Controls, Auditing, Financial Accounting, Financial Analysis, Financial Reporting, Payroll, Sarbanes-Oxley Act, Internal Audit, Budgets, Managerial Finance, Finance, General Ledger, Accounting, Great Plains Software, Forecasting, US GAAP
Education
University of Connecticut 1988 — 1992
BS Business Administration, Accounting
Marty Josten's ING Financial Partners Experience April 1993 - Present
Job Registered Representative ING Financial Partners
Industry Financial Services
Experience
ING Financial Partners April 1993 - Present
Education
University of Illinois at Urbana-Champaign 1983 — 1987
ING Financial Partners April 1993 - Present
Education
University of Illinois at Urbana-Champaign 1983 — 1987
Melanie (Mial) Salzer's ING Financial Partners Experience January 2011 - August 2011
Job Financial Services Compliance professional looking for the next great opportunity
Industry Financial Services
Experience
BOSC, Inc February 2014 - July 2015
Cantella & Co, Inc. September 2011 - September 2013
ING Financial Partners January 2011 - August 2011
ING Financial Advisers November 2004 - December 2010
Employee Relations Associates August 2004 - October 2004
THE MASS MUTUAL FINANCIAL GROUP September 2003 - June 2004
SMITH BARNEY, INC March 2002 - August 2003
H.C. WAINWRIGHT & CO., INC March 2001 - March 2002
Skills
Securities, Series 7, Investments, Bonds, Portfolio Management, Training, Trading, Bloomberg, Insurance, Alternative Investments, Retirement Planning, Accounting, Management, Fixed Annuities, Accounts Payable, Asset Management, Financial Advisory, Equities, Fixed Income, Retirement, Series 24, Mutual Funds, Sales, Wealth Management, Series 6, Financial Services, FINRA, Series 63
Education
BROWARD COMMUNITY COLLEGE
AA, Elementary Education
University of Florida 1987 — 1990
BOSC, Inc February 2014 - July 2015
Cantella & Co, Inc. September 2011 - September 2013
ING Financial Partners January 2011 - August 2011
ING Financial Advisers November 2004 - December 2010
Employee Relations Associates August 2004 - October 2004
THE MASS MUTUAL FINANCIAL GROUP September 2003 - June 2004
SMITH BARNEY, INC March 2002 - August 2003
H.C. WAINWRIGHT & CO., INC March 2001 - March 2002
Skills
Securities, Series 7, Investments, Bonds, Portfolio Management, Training, Trading, Bloomberg, Insurance, Alternative Investments, Retirement Planning, Accounting, Management, Fixed Annuities, Accounts Payable, Asset Management, Financial Advisory, Equities, Fixed Income, Retirement, Series 24, Mutual Funds, Sales, Wealth Management, Series 6, Financial Services, FINRA, Series 63
Education
BROWARD COMMUNITY COLLEGE
AA, Elementary Education
University of Florida 1987 — 1990
Matthew Lebo's ING Financial Partners Experience July 2008 - July 2010
Job Vice President at Sovereign Bank
Industry Financial Services
Experience
Santander Bank, N.A. September 2011 - Present
BenefitWorks July 2010 - September 2011
ING Financial Partners July 2008 - July 2010
Skills
Retirement Planning, Investments, Finance, Insurance, Financial Planning, Estate Planning, Employee Benefits, Wealth Management, Financial Analysis, Series 7, Portfolio Management, Financial Services, Mutual Funds
Education
University of Richmond - Robins School of Business
B.S., Business Administration - Finance
Santander Bank, N.A. September 2011 - Present
BenefitWorks July 2010 - September 2011
ING Financial Partners July 2008 - July 2010
Skills
Retirement Planning, Investments, Finance, Insurance, Financial Planning, Estate Planning, Employee Benefits, Wealth Management, Financial Analysis, Series 7, Portfolio Management, Financial Services, Mutual Funds
Education
University of Richmond - Robins School of Business
B.S., Business Administration - Finance
Glenn Isaac, CFP®'s ING Financial Partners Experience October 2009 - May 2013
Job Financial Planner Empowering others to make smarter financial decisions.
Industry Financial Services
Experience
1847 Financial June 2013 - Present
Pillar Wealth Advisors, LLC June 2013 - Present
HeadWay App December 2013 - Present
ING Financial Partners October 2009 - May 2013
JPMorgan Chase June 2008 - August 2008
Skills
Financial Planning, Retirement Planning, Wealth Management, Series 7, Investments, Uniform Combined State..., Life Insurance, Disability Insurance, Financial Analysis, IRAs, Investment Advisory, Retirement, Wealth Accumulation, Series 63, 401k, Strategic Financial...
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2008
BS, Finance
1847 Financial June 2013 - Present
Pillar Wealth Advisors, LLC June 2013 - Present
HeadWay App December 2013 - Present
ING Financial Partners October 2009 - May 2013
JPMorgan Chase June 2008 - August 2008
Skills
Financial Planning, Retirement Planning, Wealth Management, Series 7, Investments, Uniform Combined State..., Life Insurance, Disability Insurance, Financial Analysis, IRAs, Investment Advisory, Retirement, Wealth Accumulation, Series 63, 401k, Strategic Financial...
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2008
BS, Finance
Charlene Ahern's ING Financial Partners Experience December 2006 - September 2007
Job Division Controller at Titan International
Industry Machinery
Experience
Titan International March 2011 - Present
Bridgestone/Firestone September 2007 - March 2011
ING Financial Partners December 2006 - September 2007
Pella Corporation 2006 - 2006
Iowa State University 2004 - 2006
John Deere Credit July 2001 - December 2003
Edy's Grand Ice Cream 2000 - 2001
Quaker Oats 1984 - 2000
PepsiCO 1984 - 2000
Skills
Accounting, Budgets, Auditing, SAP, Finance, Forecasting, Analysis, Leadership, Cost Accounting, Financial Reporting, Account Reconciliation, Accounts Receivable, Management, Sales, Variance Analysis, General Ledger, Time Management, Project Management, Corporate Finance, Financial Analysis
Education
Ankeny High School
Ankeny High School
Charles City
Eastern Illinois University
MBA (Masters of Business Administration)
University of Iowa - Henry B. Tippie College of Business
Bachelor of Business Administration (B.B.A.), Accounting & Management Information Systems (MIS)
Titan International March 2011 - Present
Bridgestone/Firestone September 2007 - March 2011
ING Financial Partners December 2006 - September 2007
Pella Corporation 2006 - 2006
Iowa State University 2004 - 2006
John Deere Credit July 2001 - December 2003
Edy's Grand Ice Cream 2000 - 2001
Quaker Oats 1984 - 2000
PepsiCO 1984 - 2000
Skills
Accounting, Budgets, Auditing, SAP, Finance, Forecasting, Analysis, Leadership, Cost Accounting, Financial Reporting, Account Reconciliation, Accounts Receivable, Management, Sales, Variance Analysis, General Ledger, Time Management, Project Management, Corporate Finance, Financial Analysis
Education
Ankeny High School
Ankeny High School
Charles City
Eastern Illinois University
MBA (Masters of Business Administration)
University of Iowa - Henry B. Tippie College of Business
Bachelor of Business Administration (B.B.A.), Accounting & Management Information Systems (MIS)
Shah Momin's ING Financial Partners Experience September 2008 - July 2009
Job Manager at Jasmine Trading, Inc.
Industry Wholesale
Experience
Jasmine Trading, Inc. July 2012 - Present
Ipreo June 2010 - July 2012
RBC Wealth Management January 2010 - May 2010
Bradley, Foster & Sargent, Inc. September 2009 - December 2009
ING Financial Partners September 2008 - July 2009
Camp Mosaic June 2007 - August 2007
Skills
PowerPoint, Bloomberg, Microsoft Excel, Microsoft Word, FactSet, Morningstar, ThomsonOne
Education
Trinity College-Hartford 2006 — 2010
Bachelor of Arts, Economics
Jasmine Trading, Inc. July 2012 - Present
Ipreo June 2010 - July 2012
RBC Wealth Management January 2010 - May 2010
Bradley, Foster & Sargent, Inc. September 2009 - December 2009
ING Financial Partners September 2008 - July 2009
Camp Mosaic June 2007 - August 2007
Skills
PowerPoint, Bloomberg, Microsoft Excel, Microsoft Word, FactSet, Morningstar, ThomsonOne
Education
Trinity College-Hartford 2006 — 2010
Bachelor of Arts, Economics
Rich Earls's ING Financial Partners Experience March 1987 - December 2005
Job Marketpoint Rep with Humana at Humana
Industry Financial Services
Experience
Humana July 2010 - Present
The Hartford December 2005 - December 2009
ING Financial Partners March 1987 - December 2005
Skills
Retirement, Financial Advisory
Education
University of Cincinnati College of Business 1977 — 1981
BBA, Personnel Management
Humana July 2010 - Present
The Hartford December 2005 - December 2009
ING Financial Partners March 1987 - December 2005
Skills
Retirement, Financial Advisory
Education
University of Cincinnati College of Business 1977 — 1981
BBA, Personnel Management
Caitlin Karnes's ING Financial Partners Experience July 2008 - December 2008
Job AVP Accounts Control at Citi
Industry Financial Services
Experience
Citi April 2015 - Present
Citi November 2013 - March 2015
Citi August 2011 - November 2013
Citi January 2010 - October 2011
New York Life Insurance Company May 2009 - November 2009
ING Financial Partners July 2008 - December 2008
Merill Lynch May 2007 - August 2007
Skills
Customer Service, Banking, Financial Services, Microsoft Excel, Microsoft Office, Process Improvement, Sales, Financial Analysis, Business Analysis, Marketing, Leadership
Education
University of South Carolina - Darla Moore School of Business 2005 — 2009
Bachelors of Science, Economics with a minor in Business Administration
Citi April 2015 - Present
Citi November 2013 - March 2015
Citi August 2011 - November 2013
Citi January 2010 - October 2011
New York Life Insurance Company May 2009 - November 2009
ING Financial Partners July 2008 - December 2008
Merill Lynch May 2007 - August 2007
Skills
Customer Service, Banking, Financial Services, Microsoft Excel, Microsoft Office, Process Improvement, Sales, Financial Analysis, Business Analysis, Marketing, Leadership
Education
University of South Carolina - Darla Moore School of Business 2005 — 2009
Bachelors of Science, Economics with a minor in Business Administration
Jennifer Yang Foreman's ING Financial Partners Experience 2009 - 2009
Job Assistant Vice President / Branch Manager at SunTrust Bank
Industry Banking
Experience
SunTrust Bank / SunTrust Investment Services February 2010 - Present
ING Financial Partners 2009 - 2009
Education
University of Michigan 1996 — 2000
BA, Sociology
SunTrust Bank / SunTrust Investment Services February 2010 - Present
ING Financial Partners 2009 - 2009
Education
University of Michigan 1996 — 2000
BA, Sociology
Lonnie Gieber's ING Financial Partners Experience June 2000 - December 2004
Job Financial Services
Industry Financial Services
Experience
COUNTRY Financial® September 2014 - March 2015
Morgan Stanley December 2009 - April 2011
Financial Partner Network January 2007 - December 2009
Nationwide Financial January 2005 - December 2006
ING Financial Partners June 2000 - December 2004
Skills
Strategic Financial..., Retirement Planning, Finance, Financial Analysis, Customer Service, Team Building, Sales, Sales Management, Small Business, Marketing, Account Management, Coaching, Forecasting, Process Improvement, New Business Development, Business Planning, Marketing Strategy, Strategic Planning, Series 7, Financial Planning, Positive Behavior...
Education
University of Oregon
BBA, Business Management
St Martins College
Associate of Arts (AA), General Studies
COUNTRY Financial® September 2014 - March 2015
Morgan Stanley December 2009 - April 2011
Financial Partner Network January 2007 - December 2009
Nationwide Financial January 2005 - December 2006
ING Financial Partners June 2000 - December 2004
Skills
Strategic Financial..., Retirement Planning, Finance, Financial Analysis, Customer Service, Team Building, Sales, Sales Management, Small Business, Marketing, Account Management, Coaching, Forecasting, Process Improvement, New Business Development, Business Planning, Marketing Strategy, Strategic Planning, Series 7, Financial Planning, Positive Behavior...
Education
University of Oregon
BBA, Business Management
St Martins College
Associate of Arts (AA), General Studies
Timothy Pickett, CFA's ING Financial Partners Experience January 2003 - June 2006
Job VP/Research AnalystFixed Income
Industry Financial Services
Experience
US Trust April 2010 - Present
US Trust July 2006 - April 2010
YMCA 2006 - 2010
YMCA 2006 - 2010
ING Financial Partners January 2003 - June 2006
Skills
Portfolio Management, Investments, Mutual Funds, Bonds, Banking, Credit, Equities, Fixed Income, Financial Analysis, Asset Management
Education
State University of New York at Albany 2004 — 2006
Masters of Science, Accounting
State University of New York at Albany
BS, Economics, Department Award for Excellent Academic Achievement in Economics
University at Albany, SUNY
BS, Bus Admin/Finance
US Trust April 2010 - Present
US Trust July 2006 - April 2010
YMCA 2006 - 2010
YMCA 2006 - 2010
ING Financial Partners January 2003 - June 2006
Skills
Portfolio Management, Investments, Mutual Funds, Bonds, Banking, Credit, Equities, Fixed Income, Financial Analysis, Asset Management
Education
State University of New York at Albany 2004 — 2006
Masters of Science, Accounting
State University of New York at Albany
BS, Economics, Department Award for Excellent Academic Achievement in Economics
University at Albany, SUNY
BS, Bus Admin/Finance
Paul Sedlacek's ING Financial Partners Experience August 2006 - June 2007
Job Financial and Insurance Sales Professional
Industry Financial Services
Experience
MetLife April 2010 - March 2014
The Phoenix Companies June 2007 - April 2009
ING Financial Partners August 2006 - June 2007
ING Financial Partners January 2004 - June 2006
Prolab 2000 - 2003
Skills
Insurance, Customer Service, Series 63, Sales Operations, Fixed Annuities, Series 6, 401k, Sales, Term Life Insurance, Strategic Financial..., Retirement, Mutual Funds, Variable Annuities, Sales Management, Investments, Life Insurance, Retirement Planning, Asset Allocation
Education
University of Connecticut 1995 — 2000
Bachelor's, Communications
Asnuntuck Community Technical College 1992 — 1995
Associate's, General Studies
MetLife April 2010 - March 2014
The Phoenix Companies June 2007 - April 2009
ING Financial Partners August 2006 - June 2007
ING Financial Partners January 2004 - June 2006
Prolab 2000 - 2003
Skills
Insurance, Customer Service, Series 63, Sales Operations, Fixed Annuities, Series 6, 401k, Sales, Term Life Insurance, Strategic Financial..., Retirement, Mutual Funds, Variable Annuities, Sales Management, Investments, Life Insurance, Retirement Planning, Asset Allocation
Education
University of Connecticut 1995 — 2000
Bachelor's, Communications
Asnuntuck Community Technical College 1992 — 1995
Associate's, General Studies
Alexis Solmo's ING Financial Partners Experience September 2007 - December 2011
Job Investment Advisor Representative at AXA Advisors
Industry Financial Services
Experience
AXA Advisors December 2011 - Present
ING Financial Partners September 2007 - December 2011
Skills
Investment Planning
Education
University of Florida
Finance
AXA Advisors December 2011 - Present
ING Financial Partners September 2007 - December 2011
Skills
Investment Planning
Education
University of Florida
Finance
Andrew Marcus's ING Financial Partners Experience December 2000 - August 2014
Job Financial Advisor at VOYA Financial Advisors
Industry Financial Services
Experience
VOYA Financial Advisors September 2014 - Present
Sacks and Associates, LLC October 2008 - Present
ING Financial Partners December 2000 - August 2014
Gitterman and Sacks, LLC April 2000 - September 2008
Skills
Coaching, Public Speaking, Wealth Management, Leadership, Leadership Development, Team Building, Customer Service, Strategic Planning, Business Development, Insurance, Retirement Planning, Retirement, Estate Planning, Program Management, Investments, Business Analysis, Project Management, Strategic Financial..., Business Strategy
Education
Fairleigh Dickinson University-Florham Campus 1990 — 1991
Masters in Business Administration (MBA) Program - Finance
Kean University 1980 — 1983
Accounting and Business/Management
University of Cincinnati 1968 — 1972
B.A., Sociology
VOYA Financial Advisors September 2014 - Present
Sacks and Associates, LLC October 2008 - Present
ING Financial Partners December 2000 - August 2014
Gitterman and Sacks, LLC April 2000 - September 2008
Skills
Coaching, Public Speaking, Wealth Management, Leadership, Leadership Development, Team Building, Customer Service, Strategic Planning, Business Development, Insurance, Retirement Planning, Retirement, Estate Planning, Program Management, Investments, Business Analysis, Project Management, Strategic Financial..., Business Strategy
Education
Fairleigh Dickinson University-Florham Campus 1990 — 1991
Masters in Business Administration (MBA) Program - Finance
Kean University 1980 — 1983
Accounting and Business/Management
University of Cincinnati 1968 — 1972
B.A., Sociology
Denise Daugherty's ING Financial Partners Experience December 2006 - April 2011
Job Senior Compliance Analyst at Voya Financial Advisors, Inc.
Industry Financial Services
Experience
Voya Financial Advisors, Inc. September 2013 - Present
Brokers International Financial Services, LLC April 2011 - August 2013
ING Financial Partners December 2006 - April 2011
ING Financial Partners May 2005 - December 2006
Princor Financial Services September 2000 - May 2005
Skills
Series 63, Series 24, Series 7, Team Building
Education
University of Iowa 1990 — 1994
Bachelor, Business Adminstration
Voya Financial Advisors, Inc. September 2013 - Present
Brokers International Financial Services, LLC April 2011 - August 2013
ING Financial Partners December 2006 - April 2011
ING Financial Partners May 2005 - December 2006
Princor Financial Services September 2000 - May 2005
Skills
Series 63, Series 24, Series 7, Team Building
Education
University of Iowa 1990 — 1994
Bachelor, Business Adminstration
Marc Leven's ING Financial Partners Experience September 2010 - November 2012
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. December 2012 - Present
ING Financial Partners September 2010 - November 2012
Education
University of Miami - School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), International Finance & Marketing
The Haverford School 2002 — 2006
UBS Financial Services Inc. December 2012 - Present
ING Financial Partners September 2010 - November 2012
Education
University of Miami - School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), International Finance & Marketing
The Haverford School 2002 — 2006
Larry Weber, CFS's ING Financial Partners Experience October 2001 - Present
Job Registered Representative of ING Financial Partners
Industry Financial Services
Experience
ING Financial Partners October 2001 - Present
Education
University of Maryland College Park 1996 — 1998
Bachelor's degree, English
University of Miami
ING Financial Partners October 2001 - Present
Education
University of Maryland College Park 1996 — 1998
Bachelor's degree, English
University of Miami
Chelsea Dickson's ING Financial Partners Experience May 2013 - August 2013
Job Auction Coordinator at The Sporting Art Auction
Industry Museums and Institutions
Experience
Cross Gate Gallery January 2014 - Present
The Sporting Art Auction January 2014 - Present
The Sporting Art Auction September 2013 - January 2014
ING Financial Partners May 2013 - August 2013
New Britain Museum of American Art June 2012 - August 2012
Privett Law Office May 2010 - August 2010
The Welcome Project October 2009 - May 2010
Skills
Art History, Museums, Editing, Event Planning, Research, Microsoft Office, Spanish, Facebook, PowerPoint, Public Speaking, Writing, French, Art Exhibitions, Museum Collections, Exhibit Design, Art, Press Releases, Newsletters, Curating, Social Media
Education
Tufts University 2009 — 2013
Bachelor of Arts (BA), Art History
Universidad de Sevilla 2012 — 2012
Historia del arte
Foxcroft School 2006 — 2009
Cross Gate Gallery January 2014 - Present
The Sporting Art Auction January 2014 - Present
The Sporting Art Auction September 2013 - January 2014
ING Financial Partners May 2013 - August 2013
New Britain Museum of American Art June 2012 - August 2012
Privett Law Office May 2010 - August 2010
The Welcome Project October 2009 - May 2010
Skills
Art History, Museums, Editing, Event Planning, Research, Microsoft Office, Spanish, Facebook, PowerPoint, Public Speaking, Writing, French, Art Exhibitions, Museum Collections, Exhibit Design, Art, Press Releases, Newsletters, Curating, Social Media
Education
Tufts University 2009 — 2013
Bachelor of Arts (BA), Art History
Universidad de Sevilla 2012 — 2012
Historia del arte
Foxcroft School 2006 — 2009
Don Coffin's ING Financial Partners Experience May 2003 - September 2014
Job Investment Advisor Representative at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors September 2014 - Present
ING Financial Partners May 2003 - September 2014
Skills
Retirement Planning, Wealth Management, Retirement, Series 7, Series 63, Financial Planning, Financial Advisory
Education
University of Hartford
Master of Public Administration (M.P.A.), Economics and Public Policy
Upsala College
Bachelor of Arts (B.A.), Economics
Voya Financial Advisors September 2014 - Present
ING Financial Partners May 2003 - September 2014
Skills
Retirement Planning, Wealth Management, Retirement, Series 7, Series 63, Financial Planning, Financial Advisory
Education
University of Hartford
Master of Public Administration (M.P.A.), Economics and Public Policy
Upsala College
Bachelor of Arts (B.A.), Economics
Niki Rathert's ING Financial Partners Experience September 2005 - September 2006
Job Senior Compliance Analyst with Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors September 2006 - Present
ING Financial Partners September 2005 - September 2006
ING Financial Partners September 2000 - September 2005
Skills
Asset Management, Management, Fixed Income, Mutual Funds, Investments, Portfolio Management, Securities, Hedge Funds, Equities
Education
University of Northern Iowa 1995 — 1998
BA, Finance
Principal Global Investors September 2006 - Present
ING Financial Partners September 2005 - September 2006
ING Financial Partners September 2000 - September 2005
Skills
Asset Management, Management, Fixed Income, Mutual Funds, Investments, Portfolio Management, Securities, Hedge Funds, Equities
Education
University of Northern Iowa 1995 — 1998
BA, Finance
Stephen Rinaldi's ING Financial Partners Experience September 2009 - December 2009
Job Soccer and Rugby Imports
Industry
Experience
Soccer and Rugby Imports October 2012 - Present
Greenwich Associates April 2011 - October 2012
Vanguard June 2010 - August 2010
ING Financial Partners September 2009 - December 2009
Bridgestone May 2009 - October 2009
Skills
Financial Analysis, Valuation, Bloomberg, Fixed Income, Financial Modeling
Education
Villanova University
Bachelor of Science, Finance, General
Universal Technical Institute of Pennsylvania Inc 2007 — 2008
Automotive Technology
Soccer and Rugby Imports October 2012 - Present
Greenwich Associates April 2011 - October 2012
Vanguard June 2010 - August 2010
ING Financial Partners September 2009 - December 2009
Bridgestone May 2009 - October 2009
Skills
Financial Analysis, Valuation, Bloomberg, Fixed Income, Financial Modeling
Education
Villanova University
Bachelor of Science, Finance, General
Universal Technical Institute of Pennsylvania Inc 2007 — 2008
Automotive Technology
faith kieninger's ING Financial Partners Experience January 2007 - Present
Job financial adviser at ING Financial Partners
Industry Financial Services
Experience
ING Financial Partners January 2007 - Present
Aetna September 1984 - December 2006
Skills
CEBS, CPCU
Education
University of Illinois at Urbana-Champaign 1973 — 1975
Master of Social Work (MSW), Clinical/Medical Social Work
University of Illinois at Urbana-Champaign 1970 — 1973
Bachelor of Science (BS), Social Work
ING Financial Partners January 2007 - Present
Aetna September 1984 - December 2006
Skills
CEBS, CPCU
Education
University of Illinois at Urbana-Champaign 1973 — 1975
Master of Social Work (MSW), Clinical/Medical Social Work
University of Illinois at Urbana-Champaign 1970 — 1973
Bachelor of Science (BS), Social Work
Layne Monroe's ING Financial Partners Experience May 2007 - April 2010
Job District Manager at Kellogg Company
Industry Food Production
Experience
Kellogg Company 2014 - Present
Johnsonville Sausage April 2012 - October 2014
Snyder's-Lance, Inc. April 2010 - April 2012
ING Financial Partners May 2007 - April 2010
Skills
Consumer Products, Sales Management, Key Account Management, Account Management, Sales, Marketing Strategy, Key Account Development, Marketing, Shopper Marketing, Trade Marketing, Forecasting, Management
Education
University of Northern Iowa 1989 — 1991
BA in Marketing & Sales Management, Marketing
Kellogg Company 2014 - Present
Johnsonville Sausage April 2012 - October 2014
Snyder's-Lance, Inc. April 2010 - April 2012
ING Financial Partners May 2007 - April 2010
Skills
Consumer Products, Sales Management, Key Account Management, Account Management, Sales, Marketing Strategy, Key Account Development, Marketing, Shopper Marketing, Trade Marketing, Forecasting, Management
Education
University of Northern Iowa 1989 — 1991
BA in Marketing & Sales Management, Marketing