Integrated Financial Services
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Integrated Financial Services Employees
Employee
Years
Job
Industry
Lori Veillette Lori Veillette's Integrated Financial Services Experience January 1990 - August 2000
Job Insurance Agent
Industry Insurance
Experience
Broad Range Benefit Group Insurance January 2015 - Present
Aflac January 2013 - Present
Self-employed February 2010 - Present
Aflac February 2010 - Present
Integrated Financial Services January 1990 - August 2000
Skills
Disability Insurance, Whole Life, Life Insurance, Term Life Insurance, Accident, Employee Benefits, Insurance, Customer Service, Sales, Accident Insurance, Fixed Annuities, Small Business, Health Insurance, Cafeteria Plans, General Insurance, Critical Illness, Commercial Insurance, Microsoft Office, Open Enrollment, Flexible Spending..., Property & Casualty..., Universal Life, Health Savings Accounts, Retirement, Workers Compensation, Long Term Care Insurance, Umbrella Insurance, 401k, FSA, Voluntary Employee..., Vision Insurance, Individual Health..., Licensed Life & Health..., Group Insurance, Group Medical, Benefits Administration, Permanent Life Insurance, IRAs, Licensed to Sell..., Medicare, Guaranteed Lifetime..., Financial Planners, Key Person Insurance, Claims Resolution, Financial Planning, Pet Insurance, Event Insurance
Education
University of New Haven 1977 — 1982
BS, Industrial Engineering
Broad Range Benefit Group Insurance January 2015 - Present
Aflac January 2013 - Present
Self-employed February 2010 - Present
Aflac February 2010 - Present
Integrated Financial Services January 1990 - August 2000
Skills
Disability Insurance, Whole Life, Life Insurance, Term Life Insurance, Accident, Employee Benefits, Insurance, Customer Service, Sales, Accident Insurance, Fixed Annuities, Small Business, Health Insurance, Cafeteria Plans, General Insurance, Critical Illness, Commercial Insurance, Microsoft Office, Open Enrollment, Flexible Spending..., Property & Casualty..., Universal Life, Health Savings Accounts, Retirement, Workers Compensation, Long Term Care Insurance, Umbrella Insurance, 401k, FSA, Voluntary Employee..., Vision Insurance, Individual Health..., Licensed Life & Health..., Group Insurance, Group Medical, Benefits Administration, Permanent Life Insurance, IRAs, Licensed to Sell..., Medicare, Guaranteed Lifetime..., Financial Planners, Key Person Insurance, Claims Resolution, Financial Planning, Pet Insurance, Event Insurance
Education
University of New Haven 1977 — 1982
BS, Industrial Engineering
Dawn Kraft Dawn Kraft's Integrated Financial Services Experience August 2012 - Present
Job Client Services Team at Integrated Financial Services
Industry Financial Services
Experience
Integrated Financial Services August 2012 - Present
The Boeing Company January 1979 - August 2007
Swedish Medical Center January 1971 - October 1978
Education
Colorado Technical University 2004 — 2007
Business Administration, Management and Operations
Highline Community College 1985 — 1994
Information Technology and Business Administration
Integrated Financial Services August 2012 - Present
The Boeing Company January 1979 - August 2007
Swedish Medical Center January 1971 - October 1978
Education
Colorado Technical University 2004 — 2007
Business Administration, Management and Operations
Highline Community College 1985 — 1994
Information Technology and Business Administration
Gina Eaton Gina Eaton's Integrated Financial Services Experience June 2011 - Present
Job Director of Marketing & Communications
Industry Financial Services
Experience
Integrated Financial Services June 2011 - Present
Starbucks Coffee Company May 2007 - June 2010
Skills
Customer Service, Customer Acquisition, Computer Proficiency, Marketing Communications, Marketing Management, Coordinating Events, Event Management, Business Communications, Editing, Technical Writing, Teamwork, Staff Development, Project Planning, Project Management, Team Leadership, Community Outreach, Community Service, International Economics, Political Philosophy, Political Economy, PowerPoint, Microsoft Excel, Microsoft Word, CRM Integration, Human Resources, CRM, Marketing, Public Relations, Leadership
Education
University of Washington
Politics, Philosophy & Economics
Western Governors University 2013 — 2015
Bachelor of Science, Accounting
Central Washington University
Business & Social Sciences
Tacoma Community College 2009 — 2010
Associate of Arts and Sciences (AAS)
Integrated Financial Services June 2011 - Present
Starbucks Coffee Company May 2007 - June 2010
Skills
Customer Service, Customer Acquisition, Computer Proficiency, Marketing Communications, Marketing Management, Coordinating Events, Event Management, Business Communications, Editing, Technical Writing, Teamwork, Staff Development, Project Planning, Project Management, Team Leadership, Community Outreach, Community Service, International Economics, Political Philosophy, Political Economy, PowerPoint, Microsoft Excel, Microsoft Word, CRM Integration, Human Resources, CRM, Marketing, Public Relations, Leadership
Education
University of Washington
Politics, Philosophy & Economics
Western Governors University 2013 — 2015
Bachelor of Science, Accounting
Central Washington University
Business & Social Sciences
Tacoma Community College 2009 — 2010
Associate of Arts and Sciences (AAS)
Erin Poche's Integrated Financial Services Experience June 2009 - November 2012
Job Content Writer for Book Development Resources, Qazztec, LLC
Industry Telecommunications
Experience
Qazztek, LLC January 2013 - Present
The Foundation for Family Life of Utah September 2013 - February 2014
Ascend Alliance August 2012 - August 2013
Western Governors University June 2013 - July 2013
Integrated Financial Services June 2009 - November 2012
Valley Journals March 2004 - September 2009
KSL September 1998 - November 2000
Non-Stop Music February 1996 - September 1998
Skills
Marketing, Public Relations, Proposal Writing, Book Writing, Editing, Leadership, Team Building, Management, Social Networking, Entrepreneurship, Business Development, Social Media, Social Media Marketing, Proofreading, Public Speaking, Fundraising, Blogging, Creative Writing, Grant Writing, Private Schools, Non-profit..., Nonprofits, Event Planning, Marketing Communications, Strategic Communications, Facebook, Copywriting, Project Management, Small Business, Event Management, Press Releases, Community Outreach, Writing, Strategic Planning, Customer Service
Education
Ball State University 1988 — 1992
Bachelor of Science, Telecommunications/Corporate Video
Qazztek, LLC January 2013 - Present
The Foundation for Family Life of Utah September 2013 - February 2014
Ascend Alliance August 2012 - August 2013
Western Governors University June 2013 - July 2013
Integrated Financial Services June 2009 - November 2012
Valley Journals March 2004 - September 2009
KSL September 1998 - November 2000
Non-Stop Music February 1996 - September 1998
Skills
Marketing, Public Relations, Proposal Writing, Book Writing, Editing, Leadership, Team Building, Management, Social Networking, Entrepreneurship, Business Development, Social Media, Social Media Marketing, Proofreading, Public Speaking, Fundraising, Blogging, Creative Writing, Grant Writing, Private Schools, Non-profit..., Nonprofits, Event Planning, Marketing Communications, Strategic Communications, Facebook, Copywriting, Project Management, Small Business, Event Management, Press Releases, Community Outreach, Writing, Strategic Planning, Customer Service
Education
Ball State University 1988 — 1992
Bachelor of Science, Telecommunications/Corporate Video
Azza Moussa Azza Moussa's Integrated Financial Services Experience January 2002 - February 2004
Job Customer Care Director at Raymour & Flanigan Furniture Company
Industry Retail
Experience
Kane's Furniture November 2014 - Present
Raymour & Flanigan Furniture Company March 2012 - November 2014
Ashley Furniture HomeStore of Central New Jersey June 2004 - February 2012
Integrated Financial Services January 2002 - February 2004
Deutsche Bank February 1999 - December 2001
Morgan Stanley December 1988 - February 1999
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Research, PowerPoint, Customer Service, Microsoft Word, Data Analysis, Public Speaking, Analysis, Financial Modeling, Strategic Planning, Leadership, Training, Management, Customer Satisfaction
Education
Alexandria University 1974 — 1978
Bachelor of Arts (B.A.), Social Sevices
Alexandria University
Bachelor of Arts (BA), Social Work
Hudson County Community College
Certificate, Computer Application-Word Processing
Kane's Furniture November 2014 - Present
Raymour & Flanigan Furniture Company March 2012 - November 2014
Ashley Furniture HomeStore of Central New Jersey June 2004 - February 2012
Integrated Financial Services January 2002 - February 2004
Deutsche Bank February 1999 - December 2001
Morgan Stanley December 1988 - February 1999
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Research, PowerPoint, Customer Service, Microsoft Word, Data Analysis, Public Speaking, Analysis, Financial Modeling, Strategic Planning, Leadership, Training, Management, Customer Satisfaction
Education
Alexandria University 1974 — 1978
Bachelor of Arts (B.A.), Social Sevices
Alexandria University
Bachelor of Arts (BA), Social Work
Hudson County Community College
Certificate, Computer Application-Word Processing
Chantelle Heckbert Chantelle Heckbert's Integrated Financial Services Experience January 2010 - Present
Job
Industry Accounting
Experience
Back Deck May 2013 - Present
Integrated Financial Services January 2010 - Present
Ned Devines Irish Pub May 2011 - September 2012
Education
Bridgewater State University 2011 — 2013
Bachelors, Accountancy
Massasoit Community College
Accounting
Bridgewater State University
Bachelor's Degree, Accounting
University of Massachusetts
Accounting
Back Deck May 2013 - Present
Integrated Financial Services January 2010 - Present
Ned Devines Irish Pub May 2011 - September 2012
Education
Bridgewater State University 2011 — 2013
Bachelors, Accountancy
Massasoit Community College
Accounting
Bridgewater State University
Bachelor's Degree, Accounting
University of Massachusetts
Accounting
Allen Brown, MBA's Integrated Financial Services Experience 2007 - 2007
Job Metropolitan Columbia Area Financial Advisor
Industry Financial Services
Experience
MetLife 2012 - 2015
New York Life Insurance Company 2010 - 2012
Growing Home Southeast 2007 - 2012
South Carolina Community Bank 2008 - 2009
South Carolina Community Bank 2008 - 2009
Allied Air Enterprises, Inc. 2007 - 2008
Greater Columbia Chamber of Commerce 2006 - 2008
Integrated Financial Services 2007 - 2007
BB&T January 2005 - December 2006
SC Military Department Office of the Adjutant General 2001 - 2005
Skills
Leadership, Analysis, Finance, Training, Insurance, Employee Benefits, Management Consulting, Program Management, Portfolio Management, Cross-functional Team..., Leadership Development, Financial Services, Management, Coaching, Project Planning
Education
Walden University 2009 — 2015
PhD, Finance-Risk Management
Villanova University 2008 — 2008
Six Sigma Green Belt Certification
Webster University 2003 — 2005
MBA, Finance
University of South Carolina - Darla Moore School of Business 2000 — 2002
B.S., Finance, Mgt. Science, Entreprenuership
University of South Carolina-Columbia 1995 — 2000
B.S., Sport & Entertainment Management
W. J. Keenan High School 1985 — 1989
HS Diploma
MetLife 2012 - 2015
New York Life Insurance Company 2010 - 2012
Growing Home Southeast 2007 - 2012
South Carolina Community Bank 2008 - 2009
South Carolina Community Bank 2008 - 2009
Allied Air Enterprises, Inc. 2007 - 2008
Greater Columbia Chamber of Commerce 2006 - 2008
Integrated Financial Services 2007 - 2007
BB&T January 2005 - December 2006
SC Military Department Office of the Adjutant General 2001 - 2005
Skills
Leadership, Analysis, Finance, Training, Insurance, Employee Benefits, Management Consulting, Program Management, Portfolio Management, Cross-functional Team..., Leadership Development, Financial Services, Management, Coaching, Project Planning
Education
Walden University 2009 — 2015
PhD, Finance-Risk Management
Villanova University 2008 — 2008
Six Sigma Green Belt Certification
Webster University 2003 — 2005
MBA, Finance
University of South Carolina - Darla Moore School of Business 2000 — 2002
B.S., Finance, Mgt. Science, Entreprenuership
University of South Carolina-Columbia 1995 — 2000
B.S., Sport & Entertainment Management
W. J. Keenan High School 1985 — 1989
HS Diploma
Cherine Abozied's Integrated Financial Services Experience October 2008 - September 2010
Job VP of Sales and Managing Partner
Industry Telecommunications
Experience
WWI LLC (KNK Wireless) December 2013 - Present
Manderine Consulting Group November 2013 - Present
Clearwire October 2010 - October 2013
Clearwire October 2011 - October 2012
Clearwire October 2010 - September 2011
Integrated Financial Services October 2008 - September 2010
Palisades Sports and Fitness March 2005 - October 2008
Skills
NYS Real Estate Agent, Visual Merchandising, Event Management, Indirect Channel Sales, Sales Management, Telecommunications, Sales Operations, Strategic Brand..., Product Placement, Forecasting, Trend Analysis, Cross-functional Team..., President's Council..., Large-scale Event..., Multi-unit Retail..., CRM, Retail, B2B, Recruiting, Analysis, Business Development, Solution Selling, Sales, Account Management, Customer Retention, Management, Leadership, Customer Service, Large Scale Events, Market Planning, Strategic Planning, Call Centers, Networking, Start-ups, Business Development..., Team Building, Team Leadership, Coaching, Direct Sales, Entrepreneurship, Program Management, Salesforce.com
Education
Montclair State University
Bachelor of Science, Chemistry
Montclair State University
WWI LLC (KNK Wireless) December 2013 - Present
Manderine Consulting Group November 2013 - Present
Clearwire October 2010 - October 2013
Clearwire October 2011 - October 2012
Clearwire October 2010 - September 2011
Integrated Financial Services October 2008 - September 2010
Palisades Sports and Fitness March 2005 - October 2008
Skills
NYS Real Estate Agent, Visual Merchandising, Event Management, Indirect Channel Sales, Sales Management, Telecommunications, Sales Operations, Strategic Brand..., Product Placement, Forecasting, Trend Analysis, Cross-functional Team..., President's Council..., Large-scale Event..., Multi-unit Retail..., CRM, Retail, B2B, Recruiting, Analysis, Business Development, Solution Selling, Sales, Account Management, Customer Retention, Management, Leadership, Customer Service, Large Scale Events, Market Planning, Strategic Planning, Call Centers, Networking, Start-ups, Business Development..., Team Building, Team Leadership, Coaching, Direct Sales, Entrepreneurship, Program Management, Salesforce.com
Education
Montclair State University
Bachelor of Science, Chemistry
Montclair State University
Ryan Ouimet Ryan Ouimet's Integrated Financial Services Experience January 2014 - Present
Job Land Surveyor at Maser Consulting
Industry Publishing
Experience
Maser Consulting June 2014 - Present
Integrated Financial Services January 2014 - Present
Carmen Licciardo, LCSW March 2014 - March 2014
The Art of Pilates November 2013 - March 2014
US Department of Transportation (DOT) January 2012 - October 2012
Alice James Books 2011 - 2012
Skills
Editing, Book Writing, Journalism, Adobe, Advertising, Copy Editing, Editorial, Books, Proofreading, Publications, Interviews, Facebook
Education
University of Maine at Farmington 2007 — 2012
Bachelor of Fine Arts (B.F.A.), Creative Writing
Maser Consulting June 2014 - Present
Integrated Financial Services January 2014 - Present
Carmen Licciardo, LCSW March 2014 - March 2014
The Art of Pilates November 2013 - March 2014
US Department of Transportation (DOT) January 2012 - October 2012
Alice James Books 2011 - 2012
Skills
Editing, Book Writing, Journalism, Adobe, Advertising, Copy Editing, Editorial, Books, Proofreading, Publications, Interviews, Facebook
Education
University of Maine at Farmington 2007 — 2012
Bachelor of Fine Arts (B.F.A.), Creative Writing
Harry Eltrhonny Harry Eltrhonny's Integrated Financial Services Experience 2005 - Present
Job Commercial & Healthcare Financing Specialist
Industry Financial Services
Experience
Integrated Financial Services 2005 - Present
Omega Financial Services January 2011 - February 2014
Management Partners, LLC. 1998 - 2006
Management Diagnosis, Inc. 1998 - 2002
Hi-Tec Financial Services, Inc. 1987 - 2001
Skills
Healthcare, Business Planning, Project Management, Customer Service, New Business Development, Strategic Planning, Sales, Mergers & Acquisitions, Real Estate, Program Management, Business Development, Contract Negotiation, Management, Financial Analysis
Education
Alexandria University
Business Management & Finance
Integrated Financial Services 2005 - Present
Omega Financial Services January 2011 - February 2014
Management Partners, LLC. 1998 - 2006
Management Diagnosis, Inc. 1998 - 2002
Hi-Tec Financial Services, Inc. 1987 - 2001
Skills
Healthcare, Business Planning, Project Management, Customer Service, New Business Development, Strategic Planning, Sales, Mergers & Acquisitions, Real Estate, Program Management, Business Development, Contract Negotiation, Management, Financial Analysis
Education
Alexandria University
Business Management & Finance
Lori Imel Lori Imel's Integrated Financial Services Experience
Job Director of Operations at Integrated Financial Services
Industry Financial Services
Experience
Integrated Financial Services
Skills
Operations Management
Education
Central Washington University
Integrated Financial Services
Skills
Operations Management
Education
Central Washington University
Cindy Rust Cindy Rust's Integrated Financial Services Experience 2001 - 2008
Job Account Representative at Green & Sullivan CPA
Industry Accounting
Experience
Green and Sullivan CPA December 2012 - Present
eCratchit Bookkeeping and Accounting October 2010 - December 2012
Integrated Financial Services 2001 - 2008
Auto Palace 1993 - 2000
Skills
Accounting, Microsoft Excel, QuickBooks, Nonprofits, Tax, Bookkeeping, Financial Analysis, Financial Reporting, Microsoft Word, Accounts Payable, Microsoft Office, Budgets
Education
Northeastern University
Accounting
Green and Sullivan CPA December 2012 - Present
eCratchit Bookkeeping and Accounting October 2010 - December 2012
Integrated Financial Services 2001 - 2008
Auto Palace 1993 - 2000
Skills
Accounting, Microsoft Excel, QuickBooks, Nonprofits, Tax, Bookkeeping, Financial Analysis, Financial Reporting, Microsoft Word, Accounts Payable, Microsoft Office, Budgets
Education
Northeastern University
Accounting
Alexandra Doronina Alexandra Doronina's Integrated Financial Services Experience January 2014 - Present
Job Accountant at Integrated Financial Services
Industry Accounting
Experience
Integrated Financial Services January 2014 - Present
Integrated Financial Services January 2013 - January 2014
College of Staten Island November 2011 - October 2013
College of Staten Island November 2011 - May 2013
Volunteer Tax Assistance Program February 2013 - April 2013
The Russian American Foundation June 2011 - August 2011
Skills
Photoshop Elements, Microsoft Word, Microsoft Excel, Microsoft Office, Research, Nonprofits, Higher Education, Financial Reporting, Staff Development, PowerPoint, Financial Analysis, Tax Preparation, Presentation Design, Bookkeeping, Russian, Access, Management, English, Accounting, QuickBooks, Time Management, Data Analysis, Outlook, Teamwork, Leadership
Education
The City University of New York, College of Staten Island The Verrazano School 2010 — 2013
Bachelor of Science Degree, Accounting; Business Management
City University of New York-College of Staten Island 2009 — 2013
Bachelors, Accounting
College of Staten Island 2009 — 2012
Associate, Applied Science, Business, 3.67
Integrated Financial Services January 2014 - Present
Integrated Financial Services January 2013 - January 2014
College of Staten Island November 2011 - October 2013
College of Staten Island November 2011 - May 2013
Volunteer Tax Assistance Program February 2013 - April 2013
The Russian American Foundation June 2011 - August 2011
Skills
Photoshop Elements, Microsoft Word, Microsoft Excel, Microsoft Office, Research, Nonprofits, Higher Education, Financial Reporting, Staff Development, PowerPoint, Financial Analysis, Tax Preparation, Presentation Design, Bookkeeping, Russian, Access, Management, English, Accounting, QuickBooks, Time Management, Data Analysis, Outlook, Teamwork, Leadership
Education
The City University of New York, College of Staten Island The Verrazano School 2010 — 2013
Bachelor of Science Degree, Accounting; Business Management
City University of New York-College of Staten Island 2009 — 2013
Bachelors, Accounting
College of Staten Island 2009 — 2012
Associate, Applied Science, Business, 3.67
Michael DeRenzo Michael DeRenzo's Integrated Financial Services Experience July 2012 - August 2012
Job Investment Consulting Analyst at Mercer
Industry Financial Services
Experience
Mercer June 2014 - Present
Margolis Market Information Lab January 2013 - May 2014
University of Illinois at Urbana-Champaign September 2010 - May 2014
Mercer Investments June 2013 - August 2013
Integrated Financial Services July 2012 - August 2012
University of Illinois at Urbana-Champaign August 2011 - May 2012
Skills
Microsoft Excel, Capital IQ, PowerPoint, Microsoft Office, Bloomberg, Microsoft Word, Accounting, Financial Analysis, Public Speaking, Research, Statistics, Data Analysis, Investments, Fixed Income
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2014
Bachelor of Science, Accounting and Finance
Wirtschaftsuniversität Wien / Vienna University of Economics and Business Administration 2012 — 2013
Studied International Finance, Global and Project Management
Wheaton Academy High School 2006 — 2010
Mercer June 2014 - Present
Margolis Market Information Lab January 2013 - May 2014
University of Illinois at Urbana-Champaign September 2010 - May 2014
Mercer Investments June 2013 - August 2013
Integrated Financial Services July 2012 - August 2012
University of Illinois at Urbana-Champaign August 2011 - May 2012
Skills
Microsoft Excel, Capital IQ, PowerPoint, Microsoft Office, Bloomberg, Microsoft Word, Accounting, Financial Analysis, Public Speaking, Research, Statistics, Data Analysis, Investments, Fixed Income
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2014
Bachelor of Science, Accounting and Finance
Wirtschaftsuniversität Wien / Vienna University of Economics and Business Administration 2012 — 2013
Studied International Finance, Global and Project Management
Wheaton Academy High School 2006 — 2010
Shaun Powell Shaun Powell's Integrated Financial Services Experience January 2011 - Present
Job MLSN Statements and Tax Reporting at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2013 - Present
Integrated Financial Services January 2011 - Present
Skills
Credit, Strategic Financial..., Credit Analysis, Credit Risk, Residential Mortgages, Mortgage Banking, Funding, Loan Origination, Loss Mitigation, Mortgage Underwriting, Credit Counseling, Insurance, Mortgage Servicing, Financial Planning, Debt Management, FHA, Customer Service, Coaching, Sales
Education
Jones College-Jacksonville
Business Administration
Merrill Lynch December 2013 - Present
Integrated Financial Services January 2011 - Present
Skills
Credit, Strategic Financial..., Credit Analysis, Credit Risk, Residential Mortgages, Mortgage Banking, Funding, Loan Origination, Loss Mitigation, Mortgage Underwriting, Credit Counseling, Insurance, Mortgage Servicing, Financial Planning, Debt Management, FHA, Customer Service, Coaching, Sales
Education
Jones College-Jacksonville
Business Administration
Donald Dirren Donald Dirren's Integrated Financial Services Experience
Job Owner, Integrated Financial Services
Industry Insurance
Experience
Integrated Financial Services
Skills
Insurance, Fixed Annuities, Small Business, Term Life Insurance, Life Insurance, Long-term Care, Commercial Insurance, Retirement Planning, Sales, Strategic Planning, Customer Service, Retirement, 401k, Financial Planning, Marketing, IRAs, Marketing Strategy
Education
Arizona State University 1978 — 1984
Bachelor of Science, Marketing, Management
Integrated Financial Services
Skills
Insurance, Fixed Annuities, Small Business, Term Life Insurance, Life Insurance, Long-term Care, Commercial Insurance, Retirement Planning, Sales, Strategic Planning, Customer Service, Retirement, 401k, Financial Planning, Marketing, IRAs, Marketing Strategy
Education
Arizona State University 1978 — 1984
Bachelor of Science, Marketing, Management
Kevin Babb's Integrated Financial Services Experience 2007 - 2010
Job
Industry Information Technology and Services
Experience
Parkview Health November 2011 - Present
Integrated Financial Services 2007 - 2010
Integrated Financial Services 2007 - 2010
Faztek, LLC 2002 - 2004
NBS Imaging Systems September 1985 - September 1995
Skills
Microsoft Office, Process Improvement, Accounting, Financial Reporting, Microsoft Word, Microsoft Excel, Management, Customer Service, Payroll, System Administration, Strategic Planning, Purchasing, Manufacturing, Budgets, Negotiation, Project Management
Education
Indiana University—Purdue University Fort Wayne 1979 — 1986
BS, Computer Science
Parkview Health November 2011 - Present
Integrated Financial Services 2007 - 2010
Integrated Financial Services 2007 - 2010
Faztek, LLC 2002 - 2004
NBS Imaging Systems September 1985 - September 1995
Skills
Microsoft Office, Process Improvement, Accounting, Financial Reporting, Microsoft Word, Microsoft Excel, Management, Customer Service, Payroll, System Administration, Strategic Planning, Purchasing, Manufacturing, Budgets, Negotiation, Project Management
Education
Indiana University—Purdue University Fort Wayne 1979 — 1986
BS, Computer Science
Eric Groenberg's Integrated Financial Services Experience May 2013 - Present
Job For the life of your retirement
Industry Insurance
Experience
Bankers Life August 2014 - Present
Integrated Financial Services May 2013 - Present
Atlas Marketing Partners May 2013 - Present
District Options May 2010 - Present
Team Kia of El Cajon December 2012 - May 2013
Nutrimart-Parkway Plaza October 2011 - October 2012
District Options 2010 - 2011
Skills
Coaching, Sales, Microsoft Office, Customer Service, Increasing ROI, Team Building, Team Leadership, Social Networking, Customer Retention, Sales Presentations, Problem Solving, Online Advertising, Advertising Research, Needs Identification, Account Management, Recruiting, Public Speaking, Marketing Strategy, Sales Management, Strategy, Employee Training, Sales Process, Training, New Business Development, Customer Satisfaction, Marketing, Insurance, Salesforce.com, Retirement Planning, Time Management, E-commerce, Negotiation, Leadership, Management, Business Development, Strategic Planning, Cold Calling, Direct Sales
Education
San Diego Mesa College 1991 — 1993
AS, Business
Clairemont high school
Bankers Life August 2014 - Present
Integrated Financial Services May 2013 - Present
Atlas Marketing Partners May 2013 - Present
District Options May 2010 - Present
Team Kia of El Cajon December 2012 - May 2013
Nutrimart-Parkway Plaza October 2011 - October 2012
District Options 2010 - 2011
Skills
Coaching, Sales, Microsoft Office, Customer Service, Increasing ROI, Team Building, Team Leadership, Social Networking, Customer Retention, Sales Presentations, Problem Solving, Online Advertising, Advertising Research, Needs Identification, Account Management, Recruiting, Public Speaking, Marketing Strategy, Sales Management, Strategy, Employee Training, Sales Process, Training, New Business Development, Customer Satisfaction, Marketing, Insurance, Salesforce.com, Retirement Planning, Time Management, E-commerce, Negotiation, Leadership, Management, Business Development, Strategic Planning, Cold Calling, Direct Sales
Education
San Diego Mesa College 1991 — 1993
AS, Business
Clairemont high school
Greg Smart, CPM Greg Smart, CPM's Integrated Financial Services Experience January 1997 - June 1998
Job Executive Vice President & COO
Industry Real Estate
Experience
Professional Equities, Inc., AMO October 2005 - Present
Professional Equities, Inc. January 2002 - October 2005
Professional Equities, Inc. July 1998 - January 2002
Integrated Financial Services January 1997 - June 1998
US Navy September 1992 - July 1996
Skills
Asset Management, Affordable Housing, Property Management, Residential, Apartments, Real Estate, Residential Homes, Asset Managment, Leases, Rentals, Property, Yardi, Investors, Investment Properties, REO, Fair Housing, HUD, Section 8, Resident Retention, Single Family Homes, Real Estate Financing, Commercial Real Estate, Contract Management, Contract Negotiation, Lease Administration, Management, LIHTC, OneSite, Real Estate Development, Rent Roll, Operations Management, Budgets, Team Building, Customer Service, Sales, Negotiation, Marketing
Education
University of Missouri-Saint Louis 1998 — 2002
Bachelor of Science Business Administration, Business Administration and Finance
Naval Air Technical Training Center 1993 — 1993
Aviation Support Equipment Technician, Certification
Union High School 1988 — 1992
Professional Equities, Inc., AMO October 2005 - Present
Professional Equities, Inc. January 2002 - October 2005
Professional Equities, Inc. July 1998 - January 2002
Integrated Financial Services January 1997 - June 1998
US Navy September 1992 - July 1996
Skills
Asset Management, Affordable Housing, Property Management, Residential, Apartments, Real Estate, Residential Homes, Asset Managment, Leases, Rentals, Property, Yardi, Investors, Investment Properties, REO, Fair Housing, HUD, Section 8, Resident Retention, Single Family Homes, Real Estate Financing, Commercial Real Estate, Contract Management, Contract Negotiation, Lease Administration, Management, LIHTC, OneSite, Real Estate Development, Rent Roll, Operations Management, Budgets, Team Building, Customer Service, Sales, Negotiation, Marketing
Education
University of Missouri-Saint Louis 1998 — 2002
Bachelor of Science Business Administration, Business Administration and Finance
Naval Air Technical Training Center 1993 — 1993
Aviation Support Equipment Technician, Certification
Union High School 1988 — 1992
Kelsey Carbone's Integrated Financial Services Experience January 2007 - July 2009
Job Talent Acquisition at Nespresso USA
Industry Human Resources
Experience
Nestlé Nespresso May 2015 - Present
New York Methodist Hospital June 2012 - May 2015
Benrimon Contemporary, LLC March 2011 - August 2011
American Apparel July 2009 - December 2010
Integrated Financial Services January 2007 - July 2009
Skills
Artsystems, RetailPro, Microsoft Word, Microsoft Excel, Payroll, Workbrain, Microsoft Office, Employee Opinion Surveys, Employee Files, Tax Forms, W-2, Employee Paperwork, New Hire Paperwork, NYS Labor Laws, Supply Ordering, Image Support, Retail Branding, Hiring Employees, Recruiting, New Hire Training, Retail Displays, POP Displays, Store Fixtures, Store Management, Retail Development, Customer Service, Customer Retention, Customer Satisfaction, Employee Engagement, Communication, Increasing Sales Revenue, Inventory Management, Inventory Accuracy, Etiquette, Oracle HR, HealthCareSource..., EDRS, APD, Management, Retail, Human Resources, Applicant Tracking..., Training, Interviews, PowerPoint, Sourcing, Sales, Hiring, Employee Relations, Leadership
Education
Cornell University 2014 — 2014
Certificate in Effective Interviewing
City University of New York-Baruch College 2014 — 2015
HR Fundamentals
St. Francis College 2008 — 2013
Bachelor of Arts (BA), English Language and Literature, General
Fontbonne Hall Academy 2004 — 2008
Advanced Regents Diploma
Nestlé Nespresso May 2015 - Present
New York Methodist Hospital June 2012 - May 2015
Benrimon Contemporary, LLC March 2011 - August 2011
American Apparel July 2009 - December 2010
Integrated Financial Services January 2007 - July 2009
Skills
Artsystems, RetailPro, Microsoft Word, Microsoft Excel, Payroll, Workbrain, Microsoft Office, Employee Opinion Surveys, Employee Files, Tax Forms, W-2, Employee Paperwork, New Hire Paperwork, NYS Labor Laws, Supply Ordering, Image Support, Retail Branding, Hiring Employees, Recruiting, New Hire Training, Retail Displays, POP Displays, Store Fixtures, Store Management, Retail Development, Customer Service, Customer Retention, Customer Satisfaction, Employee Engagement, Communication, Increasing Sales Revenue, Inventory Management, Inventory Accuracy, Etiquette, Oracle HR, HealthCareSource..., EDRS, APD, Management, Retail, Human Resources, Applicant Tracking..., Training, Interviews, PowerPoint, Sourcing, Sales, Hiring, Employee Relations, Leadership
Education
Cornell University 2014 — 2014
Certificate in Effective Interviewing
City University of New York-Baruch College 2014 — 2015
HR Fundamentals
St. Francis College 2008 — 2013
Bachelor of Arts (BA), English Language and Literature, General
Fontbonne Hall Academy 2004 — 2008
Advanced Regents Diploma
Matt Hartzler's Integrated Financial Services Experience August 2003 - October 2004
Job Healthcare Executive
Industry Hospital & Health Care
Experience
Longmont United Hospital May 2005 - January 2009
Integrated Financial Services August 2003 - October 2004
Exempla Healthcare 1993 - 2003
Education
University of Colorado Denver 2003 — 2005
MBA, Business Administration
Metropolitan State University of Denver 1992 — 1997
BS, Healthcare Administration
Longmont United Hospital May 2005 - January 2009
Integrated Financial Services August 2003 - October 2004
Exempla Healthcare 1993 - 2003
Education
University of Colorado Denver 2003 — 2005
MBA, Business Administration
Metropolitan State University of Denver 1992 — 1997
BS, Healthcare Administration
Domenic Cipollone's Integrated Financial Services Experience April 2006 - March 2008
Job Regional Vice President/ General Manager at ADS Security
Industry Security and Investigations
Experience
ADS Security December 2013 - Present
ProtectionOne May 2008 - December 2013
Integrated Financial Services April 2006 - March 2008
Nightwatch Security November 1997 - March 2006
ADT Security Services January 1987 - December 1996
Skills
CCTV, Surveillance, Access Control, Alarm Systems, IP Cameras, Fire Alarm, Security Management, Security, Physical Security, Biometrics, Sales Management, Intrusion Detection, Management, Direct Sales, Sales, Corporate Security, Fire Protection, IP CCTV, IPS, Leadership, Life Safety, Low Voltage, Loss Prevention, P&L Management, Security Operations, Security+, Video over IP, Video Analytics
Education
Missouri Western State University 1983 — 1986
BSBA, Management/Marketing
Benedictine College 1981 — 1983
Business, Management, Marketing, and Related Support Services
ADS Security December 2013 - Present
ProtectionOne May 2008 - December 2013
Integrated Financial Services April 2006 - March 2008
Nightwatch Security November 1997 - March 2006
ADT Security Services January 1987 - December 1996
Skills
CCTV, Surveillance, Access Control, Alarm Systems, IP Cameras, Fire Alarm, Security Management, Security, Physical Security, Biometrics, Sales Management, Intrusion Detection, Management, Direct Sales, Sales, Corporate Security, Fire Protection, IP CCTV, IPS, Leadership, Life Safety, Low Voltage, Loss Prevention, P&L Management, Security Operations, Security+, Video over IP, Video Analytics
Education
Missouri Western State University 1983 — 1986
BSBA, Management/Marketing
Benedictine College 1981 — 1983
Business, Management, Marketing, and Related Support Services
Matthew Carbone, CPA's Integrated Financial Services Experience August 2003 - Present
Job Partner at Integrated Financial Services
Industry Accounting
Experience
Integrated Financial Services August 2003 - Present
Integrated Financial Services August 2003 - Present
Lerner, Dambro, Carbone and Assc. January 2003 - August 2003
Jefferson Wells 1999 - 2003
KPMG LLP 1994 - 1997
Skills
Skilled Labor, Advertising, Federal Law, Corporate Tax, Strategic Financial..., Employee Benefits, Estate Planning, Start-ups, Bookkeeping, Small Business, Tax, QuickBooks, Payroll, Finance, Corporate Law, Investments, Financial Planning, Financial Reporting, Accounting
Education
City University of New York 1989 — 1993
BA, Accounting and Economics
Long Island University 1984 — 1988
Music, Music performance
Integrated Financial Services August 2003 - Present
Integrated Financial Services August 2003 - Present
Lerner, Dambro, Carbone and Assc. January 2003 - August 2003
Jefferson Wells 1999 - 2003
KPMG LLP 1994 - 1997
Skills
Skilled Labor, Advertising, Federal Law, Corporate Tax, Strategic Financial..., Employee Benefits, Estate Planning, Start-ups, Bookkeeping, Small Business, Tax, QuickBooks, Payroll, Finance, Corporate Law, Investments, Financial Planning, Financial Reporting, Accounting
Education
City University of New York 1989 — 1993
BA, Accounting and Economics
Long Island University 1984 — 1988
Music, Music performance
Paul Ensley's Integrated Financial Services Experience April 2008 - Present
Job Manager at Healthkick Nutrition Center
Industry Retail
Experience
Integrated Financial Services April 2008 - Present
Education
University of Saint Francis 2008 — 2012
Psychology
Integrated Financial Services April 2008 - Present
Education
University of Saint Francis 2008 — 2012
Psychology
Kris Carbon's Integrated Financial Services Experience 1998 - 2000
Job Admissions Associate at Sacred Heart Schools
Industry Primary/Secondary Education
Experience
Sacred Heart Schools September 2004 - Present
Fox & Obel 2001 - 2003
Integrated Financial Services 1998 - 2000
Bank of America 1994 - 1998
First Cook Community Bank 1990 - 1994
Education
Ripon College 1976 — 1980
BA, History
Sacred Heart Schools September 2004 - Present
Fox & Obel 2001 - 2003
Integrated Financial Services 1998 - 2000
Bank of America 1994 - 1998
First Cook Community Bank 1990 - 1994
Education
Ripon College 1976 — 1980
BA, History
Roger Sabo's Integrated Financial Services Experience January 1994 - Present
Job Certified Financial Planner Practitioner
Industry Financial Services
Experience
Integrated Financial Services January 1994 - Present
Raytheon August 1986 - August 2013
Skills
Supplier Quality, Six Sigma, SPC, Root Cause Analysis, AS9100, Testing, Systems Engineering, Process Improvement, Integration, Process Engineering, Program Management, Earned Value Management, Aerospace, Engineering Management, Cross-functional Team..., Operations Management, Continuous Improvement, Government Contracting, Operational Excellence, Security Clearance, Quality Management, Engineering, Quality Assurance, DoD, Lean Manufacturing, Electronics, Manufacturing Operations, Manufacturing
Education
Boston University 1978 — 1981
Bachelor of Business Administration (BBA), Finance, General, 3.2
Norwalk State Technical College 1975 — 1978
Associate of Science (A.S.), Industrial Management, 3.2
Norwalk State Technical College 1971 — 1973
Associate of Science (A.S.), Electrical and Electronics Engineering, 3.0
Integrated Financial Services January 1994 - Present
Raytheon August 1986 - August 2013
Skills
Supplier Quality, Six Sigma, SPC, Root Cause Analysis, AS9100, Testing, Systems Engineering, Process Improvement, Integration, Process Engineering, Program Management, Earned Value Management, Aerospace, Engineering Management, Cross-functional Team..., Operations Management, Continuous Improvement, Government Contracting, Operational Excellence, Security Clearance, Quality Management, Engineering, Quality Assurance, DoD, Lean Manufacturing, Electronics, Manufacturing Operations, Manufacturing
Education
Boston University 1978 — 1981
Bachelor of Business Administration (BBA), Finance, General, 3.2
Norwalk State Technical College 1975 — 1978
Associate of Science (A.S.), Industrial Management, 3.2
Norwalk State Technical College 1971 — 1973
Associate of Science (A.S.), Electrical and Electronics Engineering, 3.0
Alyssa Bass, CPA's Integrated Financial Services Experience May 2009 - December 2009
Job Accountant
Industry Accounting
Experience
Plante Moran December 2012 - July 2015
Doeren Mayhew September 2010 - September 2012
Doeren Mayhew January 2010 - April 2010
Integrated Financial Services May 2009 - December 2009
H & R Block December 2008 - April 2009
Plante & Moran, PLLC January 2008 - June 2008
Plante & Moran, PLLC June 2007 - August 2007
Skills
Tax, Accounting, CPA, Tax Preparation, Corporate Tax, Partnership Taxation, Fixed Assets, S Corporations, ProSystem fx Tax, High Net Worth..., Tax Accounting, Tax Research
Education
Michigan State University 2005 — 2010
BA, Accounting
Plante Moran December 2012 - July 2015
Doeren Mayhew September 2010 - September 2012
Doeren Mayhew January 2010 - April 2010
Integrated Financial Services May 2009 - December 2009
H & R Block December 2008 - April 2009
Plante & Moran, PLLC January 2008 - June 2008
Plante & Moran, PLLC June 2007 - August 2007
Skills
Tax, Accounting, CPA, Tax Preparation, Corporate Tax, Partnership Taxation, Fixed Assets, S Corporations, ProSystem fx Tax, High Net Worth..., Tax Accounting, Tax Research
Education
Michigan State University 2005 — 2010
BA, Accounting
Matt E. Hartzler, FACHE's Integrated Financial Services Experience August 2003 - September 2004
Job Operations Executive
Industry Hospital & Health Care
Experience
MedData November 2009 - February 2014
Longmont United Hospital May 2005 - January 2009
Integrated Financial Services August 2003 - September 2004
Exempla Healthcare January 1999 - August 2003
Skills
Healthcare, Revenue Cycle, Healthcare Information..., Healthcare Management, Healthcare Consulting, HIPAA, Process Improvement, Operations Management, Strategic Planning, Business Development, Medical Billing, Hospitals, Revenue Cycle Management, Strategy, Program Management, Physicians, Medicare, Leadership, EMR, Medicaid, Practice Management, Epic Systems
Education
University of Colorado at Denver 2003 — 2005
Master of Business Administration (MBA), Business Administration, Management and Operations
Metropolitan State College of Denver 1991 — 1995
Bachelor of Science (B.S.), Health/Health Care Administration/Management
MedData November 2009 - February 2014
Longmont United Hospital May 2005 - January 2009
Integrated Financial Services August 2003 - September 2004
Exempla Healthcare January 1999 - August 2003
Skills
Healthcare, Revenue Cycle, Healthcare Information..., Healthcare Management, Healthcare Consulting, HIPAA, Process Improvement, Operations Management, Strategic Planning, Business Development, Medical Billing, Hospitals, Revenue Cycle Management, Strategy, Program Management, Physicians, Medicare, Leadership, EMR, Medicaid, Practice Management, Epic Systems
Education
University of Colorado at Denver 2003 — 2005
Master of Business Administration (MBA), Business Administration, Management and Operations
Metropolitan State College of Denver 1991 — 1995
Bachelor of Science (B.S.), Health/Health Care Administration/Management
David Franko's Integrated Financial Services Experience March 2013 - Present
Job Business Development Director at Integrated Financial Services
Industry Financial Services
Experience
Integrated Financial Services March 2013 - Present
Skills
New Business Development, Investments, Retirement Planning, Financial Services, Relationship Management, Public Speaking, Business Development, Team Building, Sales, Management, Strategic Planning, Business Strategy, Start-ups
Education
Morningside College 1986 — 1988
Bachelor of Science (B.S.)
Keystone College
Associate of Science (A.S.)
Integrated Financial Services March 2013 - Present
Skills
New Business Development, Investments, Retirement Planning, Financial Services, Relationship Management, Public Speaking, Business Development, Team Building, Sales, Management, Strategic Planning, Business Strategy, Start-ups
Education
Morningside College 1986 — 1988
Bachelor of Science (B.S.)
Keystone College
Associate of Science (A.S.)