Integrated Financial Solutions
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Integrated Financial Solutions Employees
Employee
Years
Job
Industry
Valerie Chesebro Valerie Chesebro's Integrated Financial Solutions Experience May 2013 - June 2014
Job Communications Manager/New Business at Integrated Financial Solutions
Industry Financial Services
Experience
Integrated Financial Solutions May 2013 - June 2014
Richemont Technical Center April 2011 - May 2013
Morrow Financial Network January 2008 - June 2009
Countrywide Home Loans February 2006 - January 2008
Skills
Jewelry, Luxury Goods, Office Administration, Management, Public Speaking, Financial Services, Customer Service, Hiring, Organization, Business Process..., Employee Training, Teaching
Education
Eastern New Mexico University 1987 — 1991
Bachelor of Science (BS), Minor in Business Administration
Eastern New Mexico University 1987 — 1991
Bachelor of Science (BS)
Integrated Financial Solutions May 2013 - June 2014
Richemont Technical Center April 2011 - May 2013
Morrow Financial Network January 2008 - June 2009
Countrywide Home Loans February 2006 - January 2008
Skills
Jewelry, Luxury Goods, Office Administration, Management, Public Speaking, Financial Services, Customer Service, Hiring, Organization, Business Process..., Employee Training, Teaching
Education
Eastern New Mexico University 1987 — 1991
Bachelor of Science (BS), Minor in Business Administration
Eastern New Mexico University 1987 — 1991
Bachelor of Science (BS)
Seewing Yee Seewing Yee's Integrated Financial Solutions Experience January 1990 - January 2011
Job Owner Of Yee Real Estate Network
Industry Real Estate
Experience
Yee Real Estate Network January 2005 - Present
Integrated Financial Solutions January 1990 - January 2011
Skills
Real Estate, Investors, Residential Homes, Investment Properties, Foreclosures, Public Speaking, Sellers, Real Estate Development, Real Estate Transactions, Short Sales, Investments, Strategic Financial..., Residential Mortgages, Due Diligence, Property, Real Estate Economics, Property Management, Credit, REO, Networking, Condos, Disposition, Income Properties, Commercial Real Estate, HUD, Townhomes, 1031 Exchanges, Referrals, Real Estate Financing, Leases, Entrepreneurship, Move Up Buyers, Single Family Homes, Loans, New Home Sales, Brokerage, SFR, FHA, Rentals, Luxury, Corporate Real Estate, Buyer Representation, Financial Structuring, Finance, Mortgage Lending, Selling, Retirement Planning, Funding, First Time Home Buyers, Relocation
Education
Pace University - Lubin School of Business 1976 — 1978
Bachelor of Business Administration (BBA), Accounting
Yee Real Estate Network January 2005 - Present
Integrated Financial Solutions January 1990 - January 2011
Skills
Real Estate, Investors, Residential Homes, Investment Properties, Foreclosures, Public Speaking, Sellers, Real Estate Development, Real Estate Transactions, Short Sales, Investments, Strategic Financial..., Residential Mortgages, Due Diligence, Property, Real Estate Economics, Property Management, Credit, REO, Networking, Condos, Disposition, Income Properties, Commercial Real Estate, HUD, Townhomes, 1031 Exchanges, Referrals, Real Estate Financing, Leases, Entrepreneurship, Move Up Buyers, Single Family Homes, Loans, New Home Sales, Brokerage, SFR, FHA, Rentals, Luxury, Corporate Real Estate, Buyer Representation, Financial Structuring, Finance, Mortgage Lending, Selling, Retirement Planning, Funding, First Time Home Buyers, Relocation
Education
Pace University - Lubin School of Business 1976 — 1978
Bachelor of Business Administration (BBA), Accounting
Don Magdon, CFP, CEBS Don Magdon, CFP, CEBS's Integrated Financial Solutions Experience March 1986 - Present
Job Wealth Planning Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors April 2015 - Present
Integrated Financial Solutions March 1986 - Present
Skills
Personal Finance, Managed Money, Retirement Planning, Retirement Income..., Business Planning, Exit Strategies, Executive Compensation, Asset Protection, Asset Allocation, Retirement, Wealth, Executive Pay, Financial Planners, Estate Planning, Strategic Financial..., Risk Management, IRAs, Financial Planning
Education
Wharton Business School 1992 — 1993
Certified Employee Benefits Specialist, Finance
College of Financial Planning 1991 — 1992
Certified Financial Planner, Financial Planning
Arizona State University 1983 — 1986
Bachelor's degree, Finance
Lincoln Financial Advisors April 2015 - Present
Integrated Financial Solutions March 1986 - Present
Skills
Personal Finance, Managed Money, Retirement Planning, Retirement Income..., Business Planning, Exit Strategies, Executive Compensation, Asset Protection, Asset Allocation, Retirement, Wealth, Executive Pay, Financial Planners, Estate Planning, Strategic Financial..., Risk Management, IRAs, Financial Planning
Education
Wharton Business School 1992 — 1993
Certified Employee Benefits Specialist, Finance
College of Financial Planning 1991 — 1992
Certified Financial Planner, Financial Planning
Arizona State University 1983 — 1986
Bachelor's degree, Finance
Derick Zurbriggen Derick Zurbriggen's Integrated Financial Solutions Experience January 2000 - Present
Job President at Integrated Financial Solutions
Industry Investment Banking
Experience
Shared Destiny Ventures February 2015 - Present
Adantia LLC May 2014 - Present
Integrated Financial Solutions January 2000 - Present
Skills
Business Strategy, Financial Structuring, Financial Analysis, Real Estate, Budgets, Investments, Portfolio Management, Start-ups, Private Equity, Mergers & Acquisitions, Corporate Finance, Finance, Venture Capital, Funding, Selling, Asset Management, Due Diligence, Entrepreneurship
Education
Illinois State University 1998 — 2001
Shared Destiny Ventures February 2015 - Present
Adantia LLC May 2014 - Present
Integrated Financial Solutions January 2000 - Present
Skills
Business Strategy, Financial Structuring, Financial Analysis, Real Estate, Budgets, Investments, Portfolio Management, Start-ups, Private Equity, Mergers & Acquisitions, Corporate Finance, Finance, Venture Capital, Funding, Selling, Asset Management, Due Diligence, Entrepreneurship
Education
Illinois State University 1998 — 2001
Blayne Baker Blayne Baker's Integrated Financial Solutions Experience July 2013 - October 2013
Job Assistant Practice Representative at Osmon Chiropractic Center
Industry Health, Wellness and Fitness
Experience
Osmon Chiropractic Center September 2013 - Present
BB Toys LLC December 2010 - Present
Integrated Financial Solutions July 2013 - October 2013
Whiteman-Cook Greenhouse May 2012 - July 2012
YMCA of Middle Tennessee July 2009 - August 2009
Culver Academies Bookstore June 2008 - August 2008
Skills
Toys, Customer Service, Marketing Strategy, Strategic Planning, Product Development, Microsoft Office, Sales Management, Microsoft Excel, Management, Project Management, Sales, FMCG, Forecasting, New Business Development, Negotiation, Marketing, Retail, Cross-functional Team..., Business Strategy, Team Building
Education
Palmer College of Chiropractic 2014 — 2018
Doctor of Chiropractic, DC
Indiana University Bloomington 2009 — 2013
Bachelor of Arts (B.A.), Major: Economics, Minor: Philosophy
Culver Military Academy 2005 — 2009
Osmon Chiropractic Center September 2013 - Present
BB Toys LLC December 2010 - Present
Integrated Financial Solutions July 2013 - October 2013
Whiteman-Cook Greenhouse May 2012 - July 2012
YMCA of Middle Tennessee July 2009 - August 2009
Culver Academies Bookstore June 2008 - August 2008
Skills
Toys, Customer Service, Marketing Strategy, Strategic Planning, Product Development, Microsoft Office, Sales Management, Microsoft Excel, Management, Project Management, Sales, FMCG, Forecasting, New Business Development, Negotiation, Marketing, Retail, Cross-functional Team..., Business Strategy, Team Building
Education
Palmer College of Chiropractic 2014 — 2018
Doctor of Chiropractic, DC
Indiana University Bloomington 2009 — 2013
Bachelor of Arts (B.A.), Major: Economics, Minor: Philosophy
Culver Military Academy 2005 — 2009
Debra Melvin, MBA, CDFA Debra Melvin, MBA, CDFA's Integrated Financial Solutions Experience May 2000 - September 2000
Job Financial Advisor at Investors Advisory Group
Industry Financial Services
Experience
Investors Advisory Group March 2014 - Present
Cedar Creek Securities Inc. October 2011 - March 2014
Executive Women's Golf Association October 2010 - October 2012
Morgan Stanley Smith Barney LLC December 2003 - October 2011
A.G. Edwards & Sons, Inc. 2003 - 2003
Investors Advisory Group, Raymond James December 2000 - December 2002
Integrated Financial Solutions May 2000 - September 2000
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investment Management, Investments, 401k, Series 7, 401k Rollovers, Mutual Funds, Alternative Investments, Employee Benefits
Education
Marquette University
MBA, Finance Specialization
Oconomowoc High School
University of Wisconsin-Madison
Bachelor of Science
Investors Advisory Group March 2014 - Present
Cedar Creek Securities Inc. October 2011 - March 2014
Executive Women's Golf Association October 2010 - October 2012
Morgan Stanley Smith Barney LLC December 2003 - October 2011
A.G. Edwards & Sons, Inc. 2003 - 2003
Investors Advisory Group, Raymond James December 2000 - December 2002
Integrated Financial Solutions May 2000 - September 2000
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investment Management, Investments, 401k, Series 7, 401k Rollovers, Mutual Funds, Alternative Investments, Employee Benefits
Education
Marquette University
MBA, Finance Specialization
Oconomowoc High School
University of Wisconsin-Madison
Bachelor of Science
Paul Laprade Paul Laprade's Integrated Financial Solutions Experience February 1982 - Present
Job Financial Professional
Industry Financial Services
Experience
Integrated Financial Solutions February 1982 - Present
Integrated Financial Solutions 2000 - 2012
AXA Equitable February 1982 - February 2000
Skills
Increasing Wealth..., Strategic Financial..., Wealth Management, Retirement Planning, Estate Planning, Investments, Financial Planners, 401k Rollovers, Saving for Education, Wealth Accumulation, 529 Plans, College Savings Plans, Education Funding, Roth IRA, Insurance, IRAs, Rollovers, Financial Services, College Education..., Simple IRA
Education
College for Financial Planning
Certified Financial Planning, Finance, General
The American College
Chartered Financial Consultant, Finance, General
Integrated Financial Solutions February 1982 - Present
Integrated Financial Solutions 2000 - 2012
AXA Equitable February 1982 - February 2000
Skills
Increasing Wealth..., Strategic Financial..., Wealth Management, Retirement Planning, Estate Planning, Investments, Financial Planners, 401k Rollovers, Saving for Education, Wealth Accumulation, 529 Plans, College Savings Plans, Education Funding, Roth IRA, Insurance, IRAs, Rollovers, Financial Services, College Education..., Simple IRA
Education
College for Financial Planning
Certified Financial Planning, Finance, General
The American College
Chartered Financial Consultant, Finance, General
Stefanie Krasic's Integrated Financial Solutions Experience January 2009 - May 2009
Job Senior Associate at Aurora Investment Management
Industry Investment Management
Experience
Aurora Investment Management July 2010 - Present
Integrated Financial Solutions January 2009 - May 2009
Skills
Trading, Financial Modeling, Financial Analysis, Investments, Portfolio Management, Finance, Hedge Funds, Microsoft Excel, Alternative Investments, Financial Reporting, Accounting, Data Analysis, Bloomberg, Microsoft Office, Risk Management
Education
Indiana University Bloomington 2006 — 2010
Finance
King's College London, U. of London 2009 — 2009
Aurora Investment Management July 2010 - Present
Integrated Financial Solutions January 2009 - May 2009
Skills
Trading, Financial Modeling, Financial Analysis, Investments, Portfolio Management, Finance, Hedge Funds, Microsoft Excel, Alternative Investments, Financial Reporting, Accounting, Data Analysis, Bloomberg, Microsoft Office, Risk Management
Education
Indiana University Bloomington 2006 — 2010
Finance
King's College London, U. of London 2009 — 2009
Alex Frederick's Integrated Financial Solutions Experience February 2014 - February 2015
Job Account Executive at Randstad Professionals
Industry Staffing and Recruiting
Experience
Randstad Professionals March 2015 - Present
Integrated Financial Solutions February 2014 - February 2015
Northwestern Mutual August 2013 - February 2014
Skills
Financial Analysis, Microsoft Excel, Financial Planning, Accounting, Microsoft Office, Financial Reporting, Financial Modeling, Analysis, Management, Customer Service
Education
Armstrong State University 2010 — 2013
Bachelor's Degree, Business Economics
University of North Carolina at Greensboro 2008 — 2010
Finance, General
Randstad Professionals March 2015 - Present
Integrated Financial Solutions February 2014 - February 2015
Northwestern Mutual August 2013 - February 2014
Skills
Financial Analysis, Microsoft Excel, Financial Planning, Accounting, Microsoft Office, Financial Reporting, Financial Modeling, Analysis, Management, Customer Service
Education
Armstrong State University 2010 — 2013
Bachelor's Degree, Business Economics
University of North Carolina at Greensboro 2008 — 2010
Finance, General
Alex Elias's Integrated Financial Solutions Experience May 2012 - August 2012
Job Partner at Ember Industries LLC
Industry Food & Beverages
Experience
Ember Industries LLC (Raptor Energy) June 2012 - Present
Independent Consulting October 2010 - Present
Integrated Financial Solutions May 2012 - August 2012
Panera Bread October 2008 - August 2012
California Pizza Kitchen May 2011 - August 2011
Talayna's Restaurant and Bar May 2011 - August 2011
Congregation Shaare Emeth August 2010 - May 2011
Keller Williams Realty, Inc. August 2010 - October 2010
Integrated Financial Solutions January 2010 - April 2010
Congregation Shaare Emeth June 2008 - July 2008
Skills
Marketing, Promotions, Networking, Communication, Public Speaking, Business Development, Business Strategy, Entrepreneurship, Adaptability, Project Management
Education
University of Missouri-Saint Louis 2013 — 2016
Bachelor of Business Administration (B.B.A.), Marketing, Finance, Law
American Jewish University 2012 — 2013
Bachelor of Business Administration (B.B.A.), Undeclared
University of Missouri-Columbia 2011 — 2012
Bachelor of Business Administration (B.B.A.), Undeclared
Parkway North 2007 — 2011
High School Diploma, General Studies
Ember Industries LLC (Raptor Energy) June 2012 - Present
Independent Consulting October 2010 - Present
Integrated Financial Solutions May 2012 - August 2012
Panera Bread October 2008 - August 2012
California Pizza Kitchen May 2011 - August 2011
Talayna's Restaurant and Bar May 2011 - August 2011
Congregation Shaare Emeth August 2010 - May 2011
Keller Williams Realty, Inc. August 2010 - October 2010
Integrated Financial Solutions January 2010 - April 2010
Congregation Shaare Emeth June 2008 - July 2008
Skills
Marketing, Promotions, Networking, Communication, Public Speaking, Business Development, Business Strategy, Entrepreneurship, Adaptability, Project Management
Education
University of Missouri-Saint Louis 2013 — 2016
Bachelor of Business Administration (B.B.A.), Marketing, Finance, Law
American Jewish University 2012 — 2013
Bachelor of Business Administration (B.B.A.), Undeclared
University of Missouri-Columbia 2011 — 2012
Bachelor of Business Administration (B.B.A.), Undeclared
Parkway North 2007 — 2011
High School Diploma, General Studies
Amanda Tyler, CPA Amanda Tyler, CPA's Integrated Financial Solutions Experience June 2005 - October 2005
Job Income Tax Manager at Charter Communications
Industry Accounting
Experience
Charter Communications September 2007 - March 2014
Huber, Ring, Helm & Co., P.C. October 2005 - September 2007
Integrated Financial Solutions June 2005 - October 2005
Williams Keepers LLC January 2005 - April 2005
Alfermann, Gray & Co., CPA’s December 2001 - September 2002
Skills
Federal Tax, State Tax, Partnership Taxation, Corporate Tax, Individual Income Tax, MS Excel Pivot Tables
Education
Truman State University 2003 — 2004
Masters, Accounting
Truman State University 1999 — 2003
Bachelor of Science (B.S.), Accounting
Charter Communications September 2007 - March 2014
Huber, Ring, Helm & Co., P.C. October 2005 - September 2007
Integrated Financial Solutions June 2005 - October 2005
Williams Keepers LLC January 2005 - April 2005
Alfermann, Gray & Co., CPA’s December 2001 - September 2002
Skills
Federal Tax, State Tax, Partnership Taxation, Corporate Tax, Individual Income Tax, MS Excel Pivot Tables
Education
Truman State University 2003 — 2004
Masters, Accounting
Truman State University 1999 — 2003
Bachelor of Science (B.S.), Accounting
Denice Carnahan, AAMS's Integrated Financial Solutions Experience May 1999 - Present
Job Accredited Asset Management Specialist
Industry Financial Services
Experience
Integrated Financial Solutions May 1999 - Present
The Boeing Company July 1980 - March 1999
Education
Bainbridge Graduate Institute 2006 — 2007
Certificate, Business Sustainability
College of Financial Planning 2005 — 2005
AAMS, Accredited Asset Management Specialist
University of Idaho 1976 — 1980
Business
Integrated Financial Solutions May 1999 - Present
The Boeing Company July 1980 - March 1999
Education
Bainbridge Graduate Institute 2006 — 2007
Certificate, Business Sustainability
College of Financial Planning 2005 — 2005
AAMS, Accredited Asset Management Specialist
University of Idaho 1976 — 1980
Business
Alyssa M. Hudak's Integrated Financial Solutions Experience January 2006 - June 2007
Job Financial Rep, Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2007 - Present
Northwestern Mutual Financial Network 2007 - Present
Integrated Financial Solutions January 2006 - June 2007
Medallion Group May 2003 - December 2005
Education
Towson University 1999 — 2003
Bachelors of Science, Business Administration, Financial Management
Northwestern Mutual June 2007 - Present
Northwestern Mutual Financial Network 2007 - Present
Integrated Financial Solutions January 2006 - June 2007
Medallion Group May 2003 - December 2005
Education
Towson University 1999 — 2003
Bachelors of Science, Business Administration, Financial Management
Ira Lubin's Integrated Financial Solutions Experience February 2004 - December 2007
Job Collections / Customer Service Manager at Ultimate Security Systems
Industry Security and Investigations
Experience
ULTIMATE SECURITY SYSTEMS May 2008 - Present
Affinity Federal Credit Union December 2007 - May 2008
INTEGRATED FINANCIAL SOLUTIONS February 2004 - December 2007
GAB ROBINS NORTH AMERICA October 2003 - January 2004
E-RATE CONSULTING SERVICES (ERC) November 2002 - March 2003
NATIONAL EXCHANGE CARRIER ASSOC March 2002 - November 2002
STRYKER HOWMEDICA OSTEONICS September 2001 - February 2002
LUCENT TECHNOLOGIES PRODUCT FINANCE October 1985 - January 1999
COMPUTERVISION January 1976 - January 1985
Skills
Consulting, PowerPoint, Credit, Help Desk Support, Pricing, Accounts Receivable, QuickBooks, Teaching, Customer Support, Customer Service, Telecommunications, Software Documentation, Call Center, Management, Analysis, Training, Negotiation, Sales, Accounting, Risk Management, Account Management, New Business Development
Education
Bentley University 1972 — 1976
Bachelor of Science (BS), Financial Management
The Chubb Institute 1972 — 1976
Certificate, Web Development & Business Programming
ULTIMATE SECURITY SYSTEMS May 2008 - Present
Affinity Federal Credit Union December 2007 - May 2008
INTEGRATED FINANCIAL SOLUTIONS February 2004 - December 2007
GAB ROBINS NORTH AMERICA October 2003 - January 2004
E-RATE CONSULTING SERVICES (ERC) November 2002 - March 2003
NATIONAL EXCHANGE CARRIER ASSOC March 2002 - November 2002
STRYKER HOWMEDICA OSTEONICS September 2001 - February 2002
LUCENT TECHNOLOGIES PRODUCT FINANCE October 1985 - January 1999
COMPUTERVISION January 1976 - January 1985
Skills
Consulting, PowerPoint, Credit, Help Desk Support, Pricing, Accounts Receivable, QuickBooks, Teaching, Customer Support, Customer Service, Telecommunications, Software Documentation, Call Center, Management, Analysis, Training, Negotiation, Sales, Accounting, Risk Management, Account Management, New Business Development
Education
Bentley University 1972 — 1976
Bachelor of Science (BS), Financial Management
The Chubb Institute 1972 — 1976
Certificate, Web Development & Business Programming
Jeffrey Bitzer's Integrated Financial Solutions Experience September 1999 - Present
Job Helpdesk Manager / Training Manager / Project Manager at Integrated Financial Solutions
Industry Computer Software
Experience
Integrated Financial Solutions September 1999 - Present
JPMorgan Chase December 1998 - September 1999
Dun & Bradstreet October 1997 - December 1998
Samsung Electronics December 1995 - October 1997
Energizer 1989 - 1995
Skills
Microsoft Office, Rational Robot, RoboHelp, Microsoft Word, Outlook, TestComplete
Education
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1989
Bachelor's degree, Communication, General
Lakeland Regional H.S. 1981 — 1985
Integrated Financial Solutions September 1999 - Present
JPMorgan Chase December 1998 - September 1999
Dun & Bradstreet October 1997 - December 1998
Samsung Electronics December 1995 - October 1997
Energizer 1989 - 1995
Skills
Microsoft Office, Rational Robot, RoboHelp, Microsoft Word, Outlook, TestComplete
Education
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1989
Bachelor's degree, Communication, General
Lakeland Regional H.S. 1981 — 1985