InterSecurities Inc
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InterSecurities Inc Employees
Employee
Years
Job
Industry
Catherine Harmon Catherine Harmon's InterSecurities Inc Experience August 2006 - August 2008
Job Certified Nurse Aide
Industry Hospital & Health Care
Experience
The Elbo Room May 2012 - September 2013
Private Duty May 2011 - January 2013
Frost Research Center March 2010 - April 2012
AIDS Clinical Trials Group February 2011 - May 2011
Comfort Keepers April 2010 - December 2010
Hope College Academic Support Center August 2009 - May 2010
Second Reformed Church June 2008 - August 2008
Intersecurities, Inc. August 2006 - August 2008
Skills
Spanish-speaking, Customer Service, Efficiency, Close Attention to..., Organization, Accurate Record Keeping, Confidentiality, Listening to customers, Highly Reliable, Learning Quickly, Compassion
Education
Hope College 2008 — 2012
Bachelor of Arts (BA), Psychology, 3.90 GPA
The Elbo Room May 2012 - September 2013
Private Duty May 2011 - January 2013
Frost Research Center March 2010 - April 2012
AIDS Clinical Trials Group February 2011 - May 2011
Comfort Keepers April 2010 - December 2010
Hope College Academic Support Center August 2009 - May 2010
Second Reformed Church June 2008 - August 2008
Intersecurities, Inc. August 2006 - August 2008
Skills
Spanish-speaking, Customer Service, Efficiency, Close Attention to..., Organization, Accurate Record Keeping, Confidentiality, Listening to customers, Highly Reliable, Learning Quickly, Compassion
Education
Hope College 2008 — 2012
Bachelor of Arts (BA), Psychology, 3.90 GPA
Leanna (Zagami) Cappucci Leanna (Zagami) Cappucci's InterSecurities Inc Experience April 2006 - April 2008
Job Woman on a Mission to save the World...
Industry Health, Wellness and Fitness
Experience
Paleo On The Go, LLC August 2014 - Present
Bedrock Living October 2012 - Present
Trajan Insurance and Wealth Services December 2005 - January 2013
Trajan Insurance and Wealth Services March 2009 - November 2012
Modern Day Business Solutions April 2007 - May 2009
InterSecurities, Inc. April 2006 - April 2008
APFinancial, Inc. January 2006 - April 2008
Prudential California Realty October 2001 - February 2005
Skills
Sales Management, Sales Process, Referral Generation, Customer Negotiations, Training & Development, Key Account Management, Financial Management, Managerial Finance, Negotiation, Fixed Annuities, Referrals, Contract Negotiation, Insurance, Small Business, Customer Service, Marketing, Sales, Investments, Life Insurance, Leadership, Employee Training, Time Management, Training, Coaching, Entrepreneurship, Public Speaking, Finance
Education
The Ohio State University 1994 — 1997
Paleo On The Go, LLC August 2014 - Present
Bedrock Living October 2012 - Present
Trajan Insurance and Wealth Services December 2005 - January 2013
Trajan Insurance and Wealth Services March 2009 - November 2012
Modern Day Business Solutions April 2007 - May 2009
InterSecurities, Inc. April 2006 - April 2008
APFinancial, Inc. January 2006 - April 2008
Prudential California Realty October 2001 - February 2005
Skills
Sales Management, Sales Process, Referral Generation, Customer Negotiations, Training & Development, Key Account Management, Financial Management, Managerial Finance, Negotiation, Fixed Annuities, Referrals, Contract Negotiation, Insurance, Small Business, Customer Service, Marketing, Sales, Investments, Life Insurance, Leadership, Employee Training, Time Management, Training, Coaching, Entrepreneurship, Public Speaking, Finance
Education
The Ohio State University 1994 — 1997
Larry Hart, AAMS Larry Hart, AAMS's InterSecurities Inc Experience December 1998 - September 2006
Job Investment Advisor Representative at Williams Financial Management LLC
Industry Financial Services
Experience
Williams Financial Management LLC June 2015 - Present
Freewheelers of Spartanburg August 2013 - Present
Cetera Advisor Networks LLC September 2006 - June 2015
Stravolo Wealth Management January 2008 - February 2015
Security Financial Associates August 1995 - November 2011
InterSecurities Inc. December 1998 - September 2006
Allentown Osteopathic Medical Center 1986 - 1991
Skills
Wealth Management, Retirement Planning, Investment Advisory, Securities, IRAs, Mutual Funds, Asset Management, Alternative Investments, 401k Rollovers, Personal Finance, Portfolio Management
Education
Penn State University 1982 — 1986
Bachelor of Science (BS), Business Management
Penn State University 1982 — 1986
Minor, Industrial and Organizational Psychology
Emmaus
Williams Financial Management LLC June 2015 - Present
Freewheelers of Spartanburg August 2013 - Present
Cetera Advisor Networks LLC September 2006 - June 2015
Stravolo Wealth Management January 2008 - February 2015
Security Financial Associates August 1995 - November 2011
InterSecurities Inc. December 1998 - September 2006
Allentown Osteopathic Medical Center 1986 - 1991
Skills
Wealth Management, Retirement Planning, Investment Advisory, Securities, IRAs, Mutual Funds, Asset Management, Alternative Investments, 401k Rollovers, Personal Finance, Portfolio Management
Education
Penn State University 1982 — 1986
Bachelor of Science (BS), Business Management
Penn State University 1982 — 1986
Minor, Industrial and Organizational Psychology
Emmaus
Herb Pontzer Herb Pontzer's InterSecurities Inc Experience 1998 - 2003
Job Managing Principal at BD Advisor Consultants, Inc.
Industry Financial Services
Experience
BD Advisor Consultants, Inc. 2005 - Present
NFP Securities 2003 - 2005
Intersecurities, Inc 1998 - 2003
National Association of Securities Dealers 1986 - 1998
Skills
FINRA, Broker-Dealer, Series 7, Securities, SEC, AML, Financial Services, Insurance, Variable Annuities, Registered Investment..., Series 24, Auditing, Series 63, Mutual Funds, Investment Advisory, Uniform Combined State..., Series 65, Securities Regulation, Series 6, Alternative Investments, Wealth Management, Investments, Anti Money Laundering
Education
American University
Master of Business Administration (MBA), Finance
Georgetown University
Bachelor of Arts (B.A.), Government
BD Advisor Consultants, Inc. 2005 - Present
NFP Securities 2003 - 2005
Intersecurities, Inc 1998 - 2003
National Association of Securities Dealers 1986 - 1998
Skills
FINRA, Broker-Dealer, Series 7, Securities, SEC, AML, Financial Services, Insurance, Variable Annuities, Registered Investment..., Series 24, Auditing, Series 63, Mutual Funds, Investment Advisory, Uniform Combined State..., Series 65, Securities Regulation, Series 6, Alternative Investments, Wealth Management, Investments, Anti Money Laundering
Education
American University
Master of Business Administration (MBA), Finance
Georgetown University
Bachelor of Arts (B.A.), Government
Aquilino Mayo Aquilino Mayo's InterSecurities Inc Experience November 2007 - February 2009
Job Investment Advisor Representative at SagePoint Financial, Inc.
Industry Financial Services
Experience
SagePoint Financial, Inc. July 2015 - Present
INVEST Financial Corp. February 2009 - July 2015
Intersecurities Inc November 2007 - February 2009
Skills
Investment Advisory, Insurance, Financial Planning, Wealth Management, Strategic Financial..., Financial Analysis, Portfolio Management, Securities, Retirement Planning, Investments, Risk Management, Banking, Income Protection, Retirement, Business Development, Series 7, Mergers & Acquisitions, Business Planning, Asset Management, Term Life Insurance, Mutual Funds, Asset Allocation, Life Insurance, Investment Strategies, Small Business, Uniform Combined State..., Estate Planning, Financial Advisory, Series 65, Fixed Annuities, Financial Services, Disability Insurance, Corporate Finance, Bonds, Financial Modeling, Cash Management, IRAs
Education
Universidad Católica Andrés Bello
Ciencias Sociales
SagePoint Financial, Inc. July 2015 - Present
INVEST Financial Corp. February 2009 - July 2015
Intersecurities Inc November 2007 - February 2009
Skills
Investment Advisory, Insurance, Financial Planning, Wealth Management, Strategic Financial..., Financial Analysis, Portfolio Management, Securities, Retirement Planning, Investments, Risk Management, Banking, Income Protection, Retirement, Business Development, Series 7, Mergers & Acquisitions, Business Planning, Asset Management, Term Life Insurance, Mutual Funds, Asset Allocation, Life Insurance, Investment Strategies, Small Business, Uniform Combined State..., Estate Planning, Financial Advisory, Series 65, Fixed Annuities, Financial Services, Disability Insurance, Corporate Finance, Bonds, Financial Modeling, Cash Management, IRAs
Education
Universidad Católica Andrés Bello
Ciencias Sociales
Barbara Welch Barbara Welch's InterSecurities Inc Experience 2006 - 2007
Job Entrepreneur and Community Leader
Industry Financial Services
Experience
Inheritance Development LLC June 2013 - Present
The Good Life Financial Education Company LLC 2001 - Present
Jack and Jill of America Inc - Greater Grand Rapids Chapter May 2013 - Present
Jack and Jill of America, Inc. 2008 - 2013
Michigan Small Business & Technology Development Center, Region 7 January 2010 - January 2012
Intersecurities Inc 2006 - 2007
DESIGN FINANCIAL GROUP June 2001 - August 2005
Family Resource Council January 2002 - January 2005
OLD KENT BANK & TRUST COMPANY June 1990 - January 1997
Skills
Financial Analysis, Strategic Financial..., Banking, Entrepreneurship..., Youth Entrepreneurship, Entrepreneurial Finance
Education
College for Financial Planning 2004 — 2007
M.S., Personal Financial Planning
Howard University 1985 — 1990
Bachelor of Business Administration (B.B.A.), Finance, International Business
Inheritance Development LLC June 2013 - Present
The Good Life Financial Education Company LLC 2001 - Present
Jack and Jill of America Inc - Greater Grand Rapids Chapter May 2013 - Present
Jack and Jill of America, Inc. 2008 - 2013
Michigan Small Business & Technology Development Center, Region 7 January 2010 - January 2012
Intersecurities Inc 2006 - 2007
DESIGN FINANCIAL GROUP June 2001 - August 2005
Family Resource Council January 2002 - January 2005
OLD KENT BANK & TRUST COMPANY June 1990 - January 1997
Skills
Financial Analysis, Strategic Financial..., Banking, Entrepreneurship..., Youth Entrepreneurship, Entrepreneurial Finance
Education
College for Financial Planning 2004 — 2007
M.S., Personal Financial Planning
Howard University 1985 — 1990
Bachelor of Business Administration (B.B.A.), Finance, International Business
Adam Frey CFP® Adam Frey CFP®'s InterSecurities Inc Experience October 2007 - December 2008
Job Partner/CERTIFIED FINANCIAL PLANNER™ at Partners Wealth Management
Industry Investment Management
Experience
Partners Wealth Management November 2009 - Present
Lone Star Retirement Services January 2009 - December 2009
Intersecurities Inc. October 2007 - December 2008
Alexandria Aces June 2006 - August 2007
Skills
Retirement Planning, Wealth Management, Estate Planning, Retirement, 401k, Insurance, Life Insurance, Financial Advisory, Wealth, Wealth Management..., Securities, Investment Management
Education
Trinity University 2002 — 2006
B.S. in Business Administration, Finance and Accounting
Partners Wealth Management November 2009 - Present
Lone Star Retirement Services January 2009 - December 2009
Intersecurities Inc. October 2007 - December 2008
Alexandria Aces June 2006 - August 2007
Skills
Retirement Planning, Wealth Management, Estate Planning, Retirement, 401k, Insurance, Life Insurance, Financial Advisory, Wealth, Wealth Management..., Securities, Investment Management
Education
Trinity University 2002 — 2006
B.S. in Business Administration, Finance and Accounting
Charles Tune Charles Tune's InterSecurities Inc Experience August 1999 - September 2001
Job We specialize in & focus, focus, focus on the unique financial planning needs of doctors & economic issues facing them.
Industry Accounting
Experience
CFO Solutions of Arizona LLC 2008 - Present
Charles Tune CPA 1980 - November 2010
GREENBOOK INVESTMENT MANAGEMENT September 2004 - January 2009
XELAN FINANCIAL PLANNING, INC. January 2002 - December 2004
INTERSECURITIES, INC. August 1999 - September 2001
Education
The University of Texas at El Paso
CFO Solutions of Arizona LLC 2008 - Present
Charles Tune CPA 1980 - November 2010
GREENBOOK INVESTMENT MANAGEMENT September 2004 - January 2009
XELAN FINANCIAL PLANNING, INC. January 2002 - December 2004
INTERSECURITIES, INC. August 1999 - September 2001
Education
The University of Texas at El Paso
David Bellaire David Bellaire's InterSecurities Inc Experience 1998 - 1999
Job David Bellaire is the Executive Vice President & General Counsel at the Financial Services Institute
Industry Financial Services
Experience
Financial Services Institute October 2012 - Present
Financial Services Institute 2005 - October 2012
Securities Service Network, Inc. 2001 - 2005
Securities Service Network, Inc. 1999 - 2002
InterSecurities, Inc. 1998 - 1999
Commonwealth Financial Network 1993 - 1998
Institute of Certified Financial Planners 1991 - 1992
Skills
Series 7, Compliance, Mutual Funds, Securities, Risk Management, Financial Planning, Licensing, Due Diligence, Contract Negotiation, Public Speaking, Investments, Negotiation, FINRA, Retirement Planning, Estate Planning, Portfolio Management, Asset Management, Strategic Financial..., Asset Managment, Securities Regulation, SEC, Investment Advisory, Legal Research, Series 63, Litigation, Corporate Governance, Broker-Dealer, Arbitration, Corporate Law, Insurance, Financial Advisory, Series 24, Finance, Government, AML, Legislation, Policy, Financial Services, Wealth Management, Alternative Investments
Education
University of Denver - Sturm College of Law 1989 — 1992
JD, Law
Providence College 1985 — 1989
B.S., Business Administration
St. John's Preparatory School 1981 — 1985
High School Diploma, College Preparatory Course of Study
Financial Services Institute October 2012 - Present
Financial Services Institute 2005 - October 2012
Securities Service Network, Inc. 2001 - 2005
Securities Service Network, Inc. 1999 - 2002
InterSecurities, Inc. 1998 - 1999
Commonwealth Financial Network 1993 - 1998
Institute of Certified Financial Planners 1991 - 1992
Skills
Series 7, Compliance, Mutual Funds, Securities, Risk Management, Financial Planning, Licensing, Due Diligence, Contract Negotiation, Public Speaking, Investments, Negotiation, FINRA, Retirement Planning, Estate Planning, Portfolio Management, Asset Management, Strategic Financial..., Asset Managment, Securities Regulation, SEC, Investment Advisory, Legal Research, Series 63, Litigation, Corporate Governance, Broker-Dealer, Arbitration, Corporate Law, Insurance, Financial Advisory, Series 24, Finance, Government, AML, Legislation, Policy, Financial Services, Wealth Management, Alternative Investments
Education
University of Denver - Sturm College of Law 1989 — 1992
JD, Law
Providence College 1985 — 1989
B.S., Business Administration
St. John's Preparatory School 1981 — 1985
High School Diploma, College Preparatory Course of Study
T. David Doll T. David Doll's InterSecurities Inc Experience February 2008 - January 2010
Job Vice President of Client Relations at Financial Solutions Group
Industry Financial Services
Experience
Financial Solutions Group January 2011 - Present
Transamerica Financial Advisors, Inc. (A Member of the AEGON Group) January 2010 - October 2010
InterSecurities, Inc. February 2008 - January 2010
Western Reserve Life August 2007 - February 2008
Western Reserve Life July 2005 - August 2007
Western Reserve Life June 2004 - July 2005
InterSecurities, Inc. March 2001 - June 2004
Skills
Insurance, Investments, Sales, Life Insurance, Series 6, Variable Annuities, Financial Services, Wealth Management, Fixed Annuities, Strategic Financial..., Risk Management, Retirement Planning, Mutual Funds, Financial Analysis, Customer Service, Asset Allocation, Financial Advisory, Securities, Relationship Management, Management, Marketing, Process Improvement, Series 7, Training, Business Development, 401k, Financial Planning
Education
Appalachian State University
Financial Solutions Group January 2011 - Present
Transamerica Financial Advisors, Inc. (A Member of the AEGON Group) January 2010 - October 2010
InterSecurities, Inc. February 2008 - January 2010
Western Reserve Life August 2007 - February 2008
Western Reserve Life July 2005 - August 2007
Western Reserve Life June 2004 - July 2005
InterSecurities, Inc. March 2001 - June 2004
Skills
Insurance, Investments, Sales, Life Insurance, Series 6, Variable Annuities, Financial Services, Wealth Management, Fixed Annuities, Strategic Financial..., Risk Management, Retirement Planning, Mutual Funds, Financial Analysis, Customer Service, Asset Allocation, Financial Advisory, Securities, Relationship Management, Management, Marketing, Process Improvement, Series 7, Training, Business Development, 401k, Financial Planning
Education
Appalachian State University
Michael N Grossman,CFP® Michael N Grossman,CFP®'s InterSecurities Inc Experience January 1996 - December 2007
Job Investment Adviser Representative
Industry Financial Services
Experience
Voya Financial Advisors September 2014 - Present
ING Financial Partners December 2007 - July 2014
InterSecurities, Inc. January 1996 - December 2007
Education
Plymouth Whitemarsh High School 1976 — 1979
University of South Florida 1981 — 1984
BS, Business, Management, Marketing, and Related Support Services
Montgomery County Community College 1979 — 1981
Accounting and Finance
Voya Financial Advisors September 2014 - Present
ING Financial Partners December 2007 - July 2014
InterSecurities, Inc. January 1996 - December 2007
Education
Plymouth Whitemarsh High School 1976 — 1979
University of South Florida 1981 — 1984
BS, Business, Management, Marketing, and Related Support Services
Montgomery County Community College 1979 — 1981
Accounting and Finance
Jeff Kessock's InterSecurities Inc Experience February 2004 - September 2004
Job Internal Wholesaler
Industry Financial Services
Experience
Symetra September 2015 - Present
Symetra December 2014 - September 2015
OffRoad Upgrades March 2013 - September 2014
VeriFone April 2013 - January 2014
New York Life Insurance Company May 2009 - February 2013
T. Rowe Price April 2006 - April 2009
Franklin Templeton Investments September 2004 - April 2006
Intersecurities Inc. February 2004 - September 2004
Skills
Recruiting, Employee Training, Retirement Planning, Investments, Asset Management, Training, Insurance, Instructional Design, Small Business, Portfolio Management, Financial Services, Mutual Funds, Finance, Estate Planning, Life Insurance, Financial Planners, IRAs, Sales, Leadership, Management, Employee Benefits, Fixed Annuities, Interviews, Team Building, Retirement, Coaching, Time Management, Succession Planning, 401k, Wealth Management, New Business Development, Strategic Financial..., Financial Planning
Education
HR Certification Institute 2013 — 2013
Professional of Human Resources (PHR), Human Resources
Florida State University 1999 — 2003
Bachelor of Science, Social Science (Business Economics, Political Science)
Symetra September 2015 - Present
Symetra December 2014 - September 2015
OffRoad Upgrades March 2013 - September 2014
VeriFone April 2013 - January 2014
New York Life Insurance Company May 2009 - February 2013
T. Rowe Price April 2006 - April 2009
Franklin Templeton Investments September 2004 - April 2006
Intersecurities Inc. February 2004 - September 2004
Skills
Recruiting, Employee Training, Retirement Planning, Investments, Asset Management, Training, Insurance, Instructional Design, Small Business, Portfolio Management, Financial Services, Mutual Funds, Finance, Estate Planning, Life Insurance, Financial Planners, IRAs, Sales, Leadership, Management, Employee Benefits, Fixed Annuities, Interviews, Team Building, Retirement, Coaching, Time Management, Succession Planning, 401k, Wealth Management, New Business Development, Strategic Financial..., Financial Planning
Education
HR Certification Institute 2013 — 2013
Professional of Human Resources (PHR), Human Resources
Florida State University 1999 — 2003
Bachelor of Science, Social Science (Business Economics, Political Science)
John Spano John Spano's InterSecurities Inc Experience April 1996 - May 1997
Job VP, Solution Delivery at Valassis
Industry Computer Software
Experience
Valassis January 2015 - Present
Valassis March 2012 - Present
Valassis December 2010 - March 2012
Valassis January 2007 - December 2010
Valassis July 2006 - December 2006
Valassis June 2001 - July 2006
Valassis June 1999 - June 2001
Valassis June 1997 - June 1999
Intersecurities Inc April 1996 - May 1997
Haworth College Of Business November 1994 - May 1997
Skills
SDLC, Software Development, Business Analysis, Agile Methodologies, Access, .NET, Enterprise Software, XML, JavaScript, CSS, Web Services, Training, Crystal Reports, Enterprise Architecture, Management, Advertising, Salesforce.com, ASP, Project Management, Leadership, Process Improvement, Alteryx, HTML, Integrated Marketing, Software Documentation, MS Project, Microsoft Office, VB.NET, Program Management
Education
Davenport University 2002 — 2004
Masters, Finance
Western Michigan University 1993 — 1997
B.B.A, Business Administration
Western Michigan University - Haworth College of Business 1993 — 1997
Bachelor's degree, Computer Information Systems
Sylvania Southview 1991 — 1993
Valassis January 2015 - Present
Valassis March 2012 - Present
Valassis December 2010 - March 2012
Valassis January 2007 - December 2010
Valassis July 2006 - December 2006
Valassis June 2001 - July 2006
Valassis June 1999 - June 2001
Valassis June 1997 - June 1999
Intersecurities Inc April 1996 - May 1997
Haworth College Of Business November 1994 - May 1997
Skills
SDLC, Software Development, Business Analysis, Agile Methodologies, Access, .NET, Enterprise Software, XML, JavaScript, CSS, Web Services, Training, Crystal Reports, Enterprise Architecture, Management, Advertising, Salesforce.com, ASP, Project Management, Leadership, Process Improvement, Alteryx, HTML, Integrated Marketing, Software Documentation, MS Project, Microsoft Office, VB.NET, Program Management
Education
Davenport University 2002 — 2004
Masters, Finance
Western Michigan University 1993 — 1997
B.B.A, Business Administration
Western Michigan University - Haworth College of Business 1993 — 1997
Bachelor's degree, Computer Information Systems
Sylvania Southview 1991 — 1993
James Barnette James Barnette's InterSecurities Inc Experience January 1996 - December 1998
Job Branch Manager, Raymond James Financial Services in Reston, VA
Industry Financial Services
Experience
Raymond James Financial Services, Inc. January 1999 - Present
Intersecurities, Inc January 1996 - December 1998
Skills
Retirement Planning, Portfolio Management, Estate Planning, Education Funding
Education
Boston University 1984 — 1986
MSBA, Business
Tennessee Technological University - College of Business Administration 1977 — 1982
Business, Finance
Raymond James Financial Services, Inc. January 1999 - Present
Intersecurities, Inc January 1996 - December 1998
Skills
Retirement Planning, Portfolio Management, Estate Planning, Education Funding
Education
Boston University 1984 — 1986
MSBA, Business
Tennessee Technological University - College of Business Administration 1977 — 1982
Business, Finance
Allen Porter's InterSecurities Inc Experience May 1999 - May 2000
Job Vice President of Marketing & Business Development at Money Concepts
Industry Financial Services
Experience
Money Concepts June 2012 - Present
Southeastern Financial Group, LLC October 2011 - July 2012
Alfa Insurance February 2010 - October 2011
J.P. Turner & Company L.L.C May 2008 - September 2009
ProEquities Inc. October 2001 - May 2008
Financial Services Institute 2004 - 2008
ProEquities Inc. May 2000 - October 2001
InterSecurities Inc May 1999 - May 2000
CornerStone Associates / MassMutual Financial Group 1996 - 2000
MassMutual Life Insurance Co January 1996 - May 1999
Education
Jacksonville State University 1980 — 1984
B.S, Marketing/Business Administration
Money Concepts June 2012 - Present
Southeastern Financial Group, LLC October 2011 - July 2012
Alfa Insurance February 2010 - October 2011
J.P. Turner & Company L.L.C May 2008 - September 2009
ProEquities Inc. October 2001 - May 2008
Financial Services Institute 2004 - 2008
ProEquities Inc. May 2000 - October 2001
InterSecurities Inc May 1999 - May 2000
CornerStone Associates / MassMutual Financial Group 1996 - 2000
MassMutual Life Insurance Co January 1996 - May 1999
Education
Jacksonville State University 1980 — 1984
B.S, Marketing/Business Administration
Anthony Fratello Anthony Fratello's InterSecurities Inc Experience July 2006 - September 2009
Job Field Technology Support Specialist at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. July 2006 - Present
InterSecurities, Inc. July 2006 - September 2009
Raymond James Financial January 1999 - November 2005
Soloman Brothers September 1997 - July 1998
Nippon Credit Bank January 1990 - July 1997
Skills
Customer Experience, Customer Satisfaction, Knowledge Sharing, Instructor-led Training, Problem Solving, Technical Support, Training, Insurance, Securities, Program Management, Sales, Access, Business Analysis, Retirement, Microsoft Excel, Financial Planning, Process Improvement, Mutual Funds, Customer Service, Troubleshooting, Call Center, Series 24, Banking, Life Insurance, Financial Planners, Investment Strategies, Retirement Planning, Selling, Wealth Management..., 401k, Financial Advisory, Investment Advisory, Series 6, Series 7, Financial Services, Management, Portfolio Management, Investment Management, Operations Management, Wealth, Strategic Financial..., IRAs, Series 63, Microsoft Office, FINRA, Investments, Estate Planning, Strategic Planning, Fixed Annuities, Integration
Education
City University of New York City College 1984 — 1986
A.A.S., Dental Technology
Transamerica Financial Advisors, Inc. July 2006 - Present
InterSecurities, Inc. July 2006 - September 2009
Raymond James Financial January 1999 - November 2005
Soloman Brothers September 1997 - July 1998
Nippon Credit Bank January 1990 - July 1997
Skills
Customer Experience, Customer Satisfaction, Knowledge Sharing, Instructor-led Training, Problem Solving, Technical Support, Training, Insurance, Securities, Program Management, Sales, Access, Business Analysis, Retirement, Microsoft Excel, Financial Planning, Process Improvement, Mutual Funds, Customer Service, Troubleshooting, Call Center, Series 24, Banking, Life Insurance, Financial Planners, Investment Strategies, Retirement Planning, Selling, Wealth Management..., 401k, Financial Advisory, Investment Advisory, Series 6, Series 7, Financial Services, Management, Portfolio Management, Investment Management, Operations Management, Wealth, Strategic Financial..., IRAs, Series 63, Microsoft Office, FINRA, Investments, Estate Planning, Strategic Planning, Fixed Annuities, Integration
Education
City University of New York City College 1984 — 1986
A.A.S., Dental Technology
Peter Diette's InterSecurities Inc Experience August 1998 - July 2005
Job Certified Teacher at New London Public Schools
Industry Primary/Secondary Education
Experience
New London Public Schools August 2013 - Present
Ledyard Public Schools September 2010 - June 2013
Norwich Public Schools August 2012 - November 2012
Horace W. Porter School August 2011 - June 2012
Waterford Public Schools September 2010 - June 2011
William Raveis Real Estate February 2008 - July 2010
William Pitt Sotheby's International Realty July 2006 - January 2008
RE/MAX Realty Group April 2004 - July 2006
Pd Financial Services January 2001 - January 2006
InterSecurities, Inc. August 1998 - July 2005
Skills
Management
Education
Sacred Heart University 2011 — 2012
Master of Arts (MA), Teaching
University of Maryland - Robert H. Smith School of Business 1993 — 1996
MBA, Finance
University of Vermont 1985 — 1989
Bachelor of Arts, Political Science
New London Public Schools August 2013 - Present
Ledyard Public Schools September 2010 - June 2013
Norwich Public Schools August 2012 - November 2012
Horace W. Porter School August 2011 - June 2012
Waterford Public Schools September 2010 - June 2011
William Raveis Real Estate February 2008 - July 2010
William Pitt Sotheby's International Realty July 2006 - January 2008
RE/MAX Realty Group April 2004 - July 2006
Pd Financial Services January 2001 - January 2006
InterSecurities, Inc. August 1998 - July 2005
Skills
Management
Education
Sacred Heart University 2011 — 2012
Master of Arts (MA), Teaching
University of Maryland - Robert H. Smith School of Business 1993 — 1996
MBA, Finance
University of Vermont 1985 — 1989
Bachelor of Arts, Political Science
Bert T. Martin III's InterSecurities Inc Experience October 2008 - January 2010
Job Vice President at The Tampa Bay Trust Company
Industry Financial Services
Experience
The Tampa Bay Trust Company September 2014 - Present
Caerus Ventures May 2012 - August 2014
Caerus Ventures LLC July 2011 - June 2012
National Capital Companies, LLC February 2011 - October 2011
TSI Healthcare September 2009 - August 2010
Intersecurities, Inc. October 2008 - January 2010
Skills
Venture Capital, Business Development, Mergers, Equities, Due Diligence, Business Strategy, Business Planning, Strategic Planning, Private Equity, Marketing, Hedge Funds, Project Management, Entrepreneurship, Mergers & Acquisitions, Financial Analysis, Financial Modeling, Valuation, Management, Strategy
Education
Rollins College 1999 — 2003
Bachelor of Science, Economics
Berkeley Preperatory School 1995 — 1999
The Tampa Bay Trust Company September 2014 - Present
Caerus Ventures May 2012 - August 2014
Caerus Ventures LLC July 2011 - June 2012
National Capital Companies, LLC February 2011 - October 2011
TSI Healthcare September 2009 - August 2010
Intersecurities, Inc. October 2008 - January 2010
Skills
Venture Capital, Business Development, Mergers, Equities, Due Diligence, Business Strategy, Business Planning, Strategic Planning, Private Equity, Marketing, Hedge Funds, Project Management, Entrepreneurship, Mergers & Acquisitions, Financial Analysis, Financial Modeling, Valuation, Management, Strategy
Education
Rollins College 1999 — 2003
Bachelor of Science, Economics
Berkeley Preperatory School 1995 — 1999
Sam Frontera's InterSecurities Inc Experience 1995 - 1996
Job Information Security
Industry Financial Services
Experience
Transamerica April 2015 - Present
Fidelity National Information Services August 2013 - April 2015
AEGON Americas October 2007 - August 2013
AEGON/Transamerica 1999 - 2007
Transamerica Funds 1996 - 1999
InterSecurities, Inc. 1995 - 1996
Skills
Analysis, Mutual Funds, Microsoft Office, Administration, Customer Relations, Compliance, Documentation, Software Documentation, Customer Service, System Administration, Insurance, Process Improvement, Life Insurance, SDLC, Troubleshooting, Visio, Business Analysis, Risk Management, Disaster Recovery, Access, Management, SharePoint, Change Management, Leadership, Strategy, Integration, Team Leadership, Business Process, Sales, Marketing Management, Requirements Gathering, Vendor Management, Program Management, Requirements Analysis, Training, Marketing, Business Process..., Project Management, IT Management, Business Continuity, Data Analysis, Governance, IT Strategy, Information Technology, Project Portfolio..., Security
Education
University of South Florida 2015 — 2017
Master's degree, Cybersecurity: Cyber Intelligence, 3.79
St. Petersburg College 2007 — 2012
Bachelor of Applied Science (BASc), Technology Management, 3.77
Transamerica April 2015 - Present
Fidelity National Information Services August 2013 - April 2015
AEGON Americas October 2007 - August 2013
AEGON/Transamerica 1999 - 2007
Transamerica Funds 1996 - 1999
InterSecurities, Inc. 1995 - 1996
Skills
Analysis, Mutual Funds, Microsoft Office, Administration, Customer Relations, Compliance, Documentation, Software Documentation, Customer Service, System Administration, Insurance, Process Improvement, Life Insurance, SDLC, Troubleshooting, Visio, Business Analysis, Risk Management, Disaster Recovery, Access, Management, SharePoint, Change Management, Leadership, Strategy, Integration, Team Leadership, Business Process, Sales, Marketing Management, Requirements Gathering, Vendor Management, Program Management, Requirements Analysis, Training, Marketing, Business Process..., Project Management, IT Management, Business Continuity, Data Analysis, Governance, IT Strategy, Information Technology, Project Portfolio..., Security
Education
University of South Florida 2015 — 2017
Master's degree, Cybersecurity: Cyber Intelligence, 3.79
St. Petersburg College 2007 — 2012
Bachelor of Applied Science (BASc), Technology Management, 3.77
Bill Pienias's InterSecurities Inc Experience 2005 - 2008
Job SVP of Recruiting and Management Development, at Foresters Financial Services
Industry Financial Services
Experience
Foresters Financial Services January 2014 - Present
Grace Family Church 2007 - Present
The Salve Group December 2011 - December 2013
Medi-Weightloss 2010 - 2012
Strategic Progression October 2008 - December 2011
Intersecurities INC 2005 - 2008
Intersecurities INC 2005 - 2008
World Financial Group (WFG) 2003 - 2005
Investment Advisors International 2003 - 2005
World Financial Group 2003 - 2005
Skills
Investments, Strategic Partnerships, Financial Services, Mutual Funds, Strategic Financial..., Marketing Strategy, Team Building, Leadership, Entrepreneurship, Competitive Analysis, Public Speaking, Start-ups, Wealth Management, Strategic Planning, Lead Generation, Marketing, Insurance, Coaching, Strategy, Risk Management, Business Planning, Small Business, New Business Development, Business Strategy, Executive Management, Mergers & Acquisitions, Online Marketing, Business Development, Sales Management, Team Leadership, Management, Leadership Development, Operations Management, Contract Negotiation, Management Consulting, Sales, Time Management, Event Management, Training, Social Networking, Budgets, Financial Planning
Education
Brown University 1988 — 1992
BA, Economics and Sociology
Leo High School 1984 — 1988
Foresters Financial Services January 2014 - Present
Grace Family Church 2007 - Present
The Salve Group December 2011 - December 2013
Medi-Weightloss 2010 - 2012
Strategic Progression October 2008 - December 2011
Intersecurities INC 2005 - 2008
Intersecurities INC 2005 - 2008
World Financial Group (WFG) 2003 - 2005
Investment Advisors International 2003 - 2005
World Financial Group 2003 - 2005
Skills
Investments, Strategic Partnerships, Financial Services, Mutual Funds, Strategic Financial..., Marketing Strategy, Team Building, Leadership, Entrepreneurship, Competitive Analysis, Public Speaking, Start-ups, Wealth Management, Strategic Planning, Lead Generation, Marketing, Insurance, Coaching, Strategy, Risk Management, Business Planning, Small Business, New Business Development, Business Strategy, Executive Management, Mergers & Acquisitions, Online Marketing, Business Development, Sales Management, Team Leadership, Management, Leadership Development, Operations Management, Contract Negotiation, Management Consulting, Sales, Time Management, Event Management, Training, Social Networking, Budgets, Financial Planning
Education
Brown University 1988 — 1992
BA, Economics and Sociology
Leo High School 1984 — 1988
Dionne Fajardo's InterSecurities Inc Experience July 1995 - March 2001
Job
Industry Financial Services
Experience
Wiand Guerra King P.A. April 2010 - Present
Transamerica Financial Advisors, Inc. October 2006 - April 2010
Compliance Consulting to Broker Dealers and Investment Advisory Firms April 2001 - September 2006
InterSecurities, Inc. July 1995 - March 2001
William R. Hough & Co. June 1993 - June 1995
Taiwan Greenpoint 1992 - 1993
Education
Stetson University College of Law 2002 — 2006
JD
World College West 1988 — 1992
BA
Wiand Guerra King P.A. April 2010 - Present
Transamerica Financial Advisors, Inc. October 2006 - April 2010
Compliance Consulting to Broker Dealers and Investment Advisory Firms April 2001 - September 2006
InterSecurities, Inc. July 1995 - March 2001
William R. Hough & Co. June 1993 - June 1995
Taiwan Greenpoint 1992 - 1993
Education
Stetson University College of Law 2002 — 2006
JD
World College West 1988 — 1992
BA
Ricardo Thomas's InterSecurities Inc Experience 1984 - 2009
Job Financial Consultant at THOMASWADDELL & Associates
Industry Financial Services
Experience
THOMAS-WADDELL & Associates July 1987 - Present
Urban League of Greater New Orleans Young Professionals January 2013 - Present
Goodwill Industries of Southeastern Louisiana 2005 - Present
Urban League of Greater New Orleans January 2013 - 2014
University of New Orleans January 2009 - December 2009
Intersecurities Inc 1984 - 2009
Delgado Community College August 1990 - December 2000
Skills
Strategic Planning, Marketing, Microsoft Excel, Project Management, Customer Service, Presentations, Budgets, Event Planning, Public Relations, Event Management, Staff Development, Nonprofits, Strategic Financial..., Finance, Teaching, PowerPoint, Fundraising, Community Outreach, Public Speaking, Entrepreneurship, FINRA Series 7 License, FINRA Series 63 License, FINRA Series 65 License, Leadership, Financial Services, Insurance, Analysis, Program Management, Data Analysis, Microsoft Word
Education
Holy Cross
High School Diploma
Loyola University New Orleans
Bachelor of Business Administration (BBA), Finance
THOMAS-WADDELL & Associates July 1987 - Present
Urban League of Greater New Orleans Young Professionals January 2013 - Present
Goodwill Industries of Southeastern Louisiana 2005 - Present
Urban League of Greater New Orleans January 2013 - 2014
University of New Orleans January 2009 - December 2009
Intersecurities Inc 1984 - 2009
Delgado Community College August 1990 - December 2000
Skills
Strategic Planning, Marketing, Microsoft Excel, Project Management, Customer Service, Presentations, Budgets, Event Planning, Public Relations, Event Management, Staff Development, Nonprofits, Strategic Financial..., Finance, Teaching, PowerPoint, Fundraising, Community Outreach, Public Speaking, Entrepreneurship, FINRA Series 7 License, FINRA Series 63 License, FINRA Series 65 License, Leadership, Financial Services, Insurance, Analysis, Program Management, Data Analysis, Microsoft Word
Education
Holy Cross
High School Diploma
Loyola University New Orleans
Bachelor of Business Administration (BBA), Finance
Drew Slater's InterSecurities Inc Experience June 2005 - August 2009
Job Manager NGL Marketing at Chesapeake Energy
Industry Oil & Energy
Experience
Chesapeake Energy June 2014 - Present
Chesapeake Energy September 2013 - June 2014
Chesapeake Energy July 2013 - September 2013
Chesapeake Energy July 2011 - July 2013
Chesapeake Energy January 2011 - June 2011
Koch Industries Inc May 2010 - August 2010
InterSecurities Inc June 2005 - August 2009
Ridgewood Energy LLC February 2009 - May 2009
Skills
Natural Gas, Energy Industry, Petroleum, Gas, Energy, Finance, Financial Analysis, Financial Modeling, Pipelines, Mergers & Acquisitions, Business Development, Valuation, Sales, Marketing, Microsoft Office, Investments, Management, Natural Gas Liquids, Strategic Planning, Marketing Strategy, Strategy, Oil & Gas, Upstream, Contract Negotiation
Education
University of Oklahoma - Price College of Business 2009 — 2010
MBA, Energy, Finance
College of Arts and Sciences, Eastern Michigan University 2007 — 2008
Bachelor of Science, Economics
Chesapeake Energy June 2014 - Present
Chesapeake Energy September 2013 - June 2014
Chesapeake Energy July 2013 - September 2013
Chesapeake Energy July 2011 - July 2013
Chesapeake Energy January 2011 - June 2011
Koch Industries Inc May 2010 - August 2010
InterSecurities Inc June 2005 - August 2009
Ridgewood Energy LLC February 2009 - May 2009
Skills
Natural Gas, Energy Industry, Petroleum, Gas, Energy, Finance, Financial Analysis, Financial Modeling, Pipelines, Mergers & Acquisitions, Business Development, Valuation, Sales, Marketing, Microsoft Office, Investments, Management, Natural Gas Liquids, Strategic Planning, Marketing Strategy, Strategy, Oil & Gas, Upstream, Contract Negotiation
Education
University of Oklahoma - Price College of Business 2009 — 2010
MBA, Energy, Finance
College of Arts and Sciences, Eastern Michigan University 2007 — 2008
Bachelor of Science, Economics
Tom Stenzel's InterSecurities Inc Experience August 2004 - March 2009
Job Financial Services Professional
Industry Financial Services
Experience
Intersecurities, Inc. August 2004 - March 2009
Skills
Mutual Funds, Mortgage Lending
Education
Brigham Young University 1965 — 1969
Masters, Accounting
Intersecurities, Inc. August 2004 - March 2009
Skills
Mutual Funds, Mortgage Lending
Education
Brigham Young University 1965 — 1969
Masters, Accounting
Melissa Linde-Powers's InterSecurities Inc Experience 1997 - 2000
Job Community Liaison
Industry Health, Wellness and Fitness
Experience
WellCare June 2014 - Present
Dr. Michael Rowe July 2006 - October 2013
InterSecurities, Inc. 1997 - 2000
Skills
Insurance, Hospitals, Customer Service, Filing, Telephone Skills, Community Outreach, Typing, Microsoft Word, Some Excel, E-Learning, Online Research, Phone Skills, Phone Manner, Customer Oriented, Electronic Filing, Research, Problem Resolution, Health Insurance
Education
St. Petersburg College 2011 — 2013
BAHSA, Health Services Administration, Sub plan Emergency Services, 3.237
St. Petersburg College 2010 — 2011
Associate of Arts (AA), Health Services Administration, 3.0
PTech 2003 — 2005
Certification, Medical Assisting, A
Norwalk Community College 1983 — 1985
Associates in Science, Secretarial Sciences
WellCare June 2014 - Present
Dr. Michael Rowe July 2006 - October 2013
InterSecurities, Inc. 1997 - 2000
Skills
Insurance, Hospitals, Customer Service, Filing, Telephone Skills, Community Outreach, Typing, Microsoft Word, Some Excel, E-Learning, Online Research, Phone Skills, Phone Manner, Customer Oriented, Electronic Filing, Research, Problem Resolution, Health Insurance
Education
St. Petersburg College 2011 — 2013
BAHSA, Health Services Administration, Sub plan Emergency Services, 3.237
St. Petersburg College 2010 — 2011
Associate of Arts (AA), Health Services Administration, 3.0
PTech 2003 — 2005
Certification, Medical Assisting, A
Norwalk Community College 1983 — 1985
Associates in Science, Secretarial Sciences
Kevin Tarkington's InterSecurities Inc Experience September 2002 - April 2004
Job Service Representative II at Northwestern Mutual
Industry Legal Services
Experience
Northwestern Mutual 2012 - Present
Tarkington and Associates August 2007 - Present
Tarkington and Associates August 2006 - Present
Marquette University High School June 2012 - August 2012
New Horizon July 2011 - March 2012
Great-West Retirement Services January 2011 - May 2011
Ameriprise Financial Services March 2007 - August 2007
Guaranty Bank May 2004 - March 2007
Intersecurities, Inc September 2002 - April 2004
Transamerica Financial, Internal Wholesaler September 2002 - August 2003
Skills
Conflict Resolution, Financial Planning, Training & Development, Insurance, Customer Service, Investments, Wealth Management, Strategic Financial..., Series 7, Coaching, 401k, Banking, Retirement, Mediation, Workshop Facilitation, Financial Advisory, Team Building, Conflict Management, Fixed Annuities, Retirement Planning, Marketing, Community Outreach, Crisis Intervention, Sales, Strategic Planning
Education
Bryant & Stratton College 2011 — 2013
A.A., Criminal Justice
Hamline University School of Law 2006 — 2006
Mediation Certificate program, Dispute Resolution
Northwestern Mutual 2012 - Present
Tarkington and Associates August 2007 - Present
Tarkington and Associates August 2006 - Present
Marquette University High School June 2012 - August 2012
New Horizon July 2011 - March 2012
Great-West Retirement Services January 2011 - May 2011
Ameriprise Financial Services March 2007 - August 2007
Guaranty Bank May 2004 - March 2007
Intersecurities, Inc September 2002 - April 2004
Transamerica Financial, Internal Wholesaler September 2002 - August 2003
Skills
Conflict Resolution, Financial Planning, Training & Development, Insurance, Customer Service, Investments, Wealth Management, Strategic Financial..., Series 7, Coaching, 401k, Banking, Retirement, Mediation, Workshop Facilitation, Financial Advisory, Team Building, Conflict Management, Fixed Annuities, Retirement Planning, Marketing, Community Outreach, Crisis Intervention, Sales, Strategic Planning
Education
Bryant & Stratton College 2011 — 2013
A.A., Criminal Justice
Hamline University School of Law 2006 — 2006
Mediation Certificate program, Dispute Resolution
David Tobler's InterSecurities Inc Experience March 1994 - February 2002
Job Safety Consultant/Trainer at Self employed
Industry Paper & Forest Products
Experience
Self employed Safety Supervisor Southeast DistrictOctoberMPW Industrial Services, IncJanuary 2006 - December 2011
HydroChem Industrial Services, Inc May 2004 - May 2006
Intersecurities, Inc March 1994 - February 2002
Skills
Accident Investigation
Education
The George Washington University 1971 — 1976
Bachelor of Arts, History
Self employed Safety Supervisor Southeast DistrictOctoberMPW Industrial Services, IncJanuary 2006 - December 2011
HydroChem Industrial Services, Inc May 2004 - May 2006
Intersecurities, Inc March 1994 - February 2002
Skills
Accident Investigation
Education
The George Washington University 1971 — 1976
Bachelor of Arts, History