Invest Company
In general, to invest is to distribute money in the expectation of some benefit in the future – for example, investment in durable goods, in real estate by the service industry, in factories for manufacturing, in product development, and in research and development.
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Invest Employees
Manarin Investment Counsel, Ltd. March 2014 - February 2015
CWM, LLC January 2011 - February 2014
Carson Wealth Management Group September 2010 - February 2014
Bank of the West 2005 - 2010
BancWest Investment Services, Inc. December 2003 - 2010
Commercial Federal Bank 2003 - 2005
Citigroup 1998 - 2003
Citicorp Investment Services October 1998 - December 2002
INVEST 1990 - 1998
Invest Financial Corporation 1990 - 1998
Education
Loyola University of Chicago 1979 — 1983
BA, Economics
Loyola University of Chicago 1979 — 1983
Bachelor of Arts (B.A.), Economics
Appalachian State University July 2003 - Present
Appalachian State University May 2015 - Present
InVEST January 2015 - Present
Appalachian State University July 2005 - July 2014
Chartered Property Casualty Underwriters (CPCU) Society June 2005 - September 2012
Appalachian State University July 2003 - June 2011
Old Dominion University June 2001 - June 2003
Illinois Wesleyan University June 1997 - June 2001
USF&G Insurance Company May 1990 - July 1993
Skills
Insurance, Writing, Research, Risk Management, Underwriting, Property & Casualty..., Teaching, Fundraising, Workers Compensation, Banking, Leadership Development, Leadership, Customer Service, Data Analysis, Training, Budgets, Commercial Insurance, Public Speaking, Analysis, Strategic Planning, Financial Analysis, Financial Risk
Education
Florida State University - College of Business 1993 — 1997
Risk Management and Insurance, Risk Management and Insurance with Finance support area
The Help Maven, LLC January 2008 - Present
Dr. Walter F. Bloes, DMD January 1991 - June 2003
Citibank January 1990 - December 1997
Invest 1988 - 1990
Skills
Coaching, Personal Development, Small Business, Organization, Organizational Behavior, Entrepreneurship, Leadership Development, Strategy, Start-ups, Selling, Due Diligence, Business Planning, Executive Management, Sales, Event Planning, Leadership, Marketing Communications, Program Management, Social Media, Marketing, Management, Strategic Planning, Public Speaking
Education
Tufts University 1981 — 1985
BA, Economics
Mount Saint Mary's 1979 — 1981
High School Diploma, High School/Secondary Diplomas and Certificates
The Bancroft School 1976 — 1979
None, High School/Secondary Diplomas and Certificates
Imminent Fame April 2010 - Present
SFwaterTaxi.com 1987 - 2011
Invest 2009 - 2010
Vessel Far Side 1987 - 2009
Ritz Hayden April 1999 - August 2004
Christmas in April 1999 - 2004
Skills
Charmer and gallant., Film, disapearing, Television, Video Production, Event Management, Research, Social Media Marketing, Entertainment, Art, Social Media
Education
Atomic Energy Central School
bs
Tenderloin Kindergarden
more bs
Sustainable Edge Consulting 2011 - Present
Goodwill Industries of Southern Piedmont 2010 - 2011
Central Piedmont Community College 2007 - 2011
Sierra Club 2008 - October 2010
Carolinas EcoCrescent 2005 - 2008
Sonoco 1999 - 2005
Phoenix Recycling 1997 - 1999
Invest 1987 - 1992
Skills
Sustainability, Environmental Policy, Environmental Awareness, Energy Efficiency, Green Building, Renewable Energy, Recycling, Energy, Sustainable Business, Energy Policy, Community Outreach, Sustainable Energy, Zero Waste, Public Relations, Strategic Communications, Project Management, Organizational Behavior, Training, Public Policy, Corporate Social..., Brand Management, Job Coaching, Grant Writing, Food Waste, Emerging Trends, Return on Investment, Stakeholder Engagement, Media Planning, Marketing Communications, Proposal Writing, Press Releases, Composting, Corporate Affairs, Strategic Planning, Leadership, Public Speaking
Education
University of Michigan 1980 — 1984
Bachelor of Arts (BA), Organizational Behavior Studies
INVEST 2007 - 2011
Associated Bank 2004 - 2007
ABN AMRO Bank N.V. 1997 - 2004
Skills
Investments, Series 7, Banking, Retirement Planning, Mutual Funds, Wealth Management, Portfolio Management, Financial Services, Series 63, Securities, Investment Advisory
Education
Saint Louis University
Eminence Investores August 2012 - Present
CBG Financial February 2011 - September 2012
Wilmington Capital July 2010 - March 2011
Wilmington Capital 2010 - 2010
bonds.com 2007 - 2010
David William Securities September 2001 - November 2006
Mabon 1990 - 1995
Invest 1984 - 1989
Skills
Underwriting, Fixed Income Trading, Series 7, Fixed Income, Corporates, Bonds, Portfolio Management, Asset Management, Bloomberg, Investments, Series 63, Financial Modeling, Trading, Structured Products, Asset Managment, Capital Markets, Credit Derivatives, Investment Banking, Wealth Management, High Yield, Securities, Structured Finance, Equities, Derivatives, Credit, Risk Management, Valuation, Private Equity, Investment Advisory, FINRA, Mutual Funds, Series 24, Financial Markets, Options, Alternative Investments, Hedge Funds, Trading Systems, Emerging Markets, Equity Derivatives
Education
Rutgers, The State University of New Jersey-Newark 1973 — 1976
B.A., history
Rutgers University
History
Marquette Bank 2013 - Present
Invest Financial@Marquette December 2009 - Present
CCO Invesments March 2004 - December 2009
Robert W. Baird & Co. July 2001 - March 2004
Invest June 1990 - July 2001
Robert Thomas/Raymond James March 1989 - May 1990
Merrill Lynch February 1985 - August 1988
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Strategic Financial..., Investments, Fixed Annuities, Series 63, Retirement, Investment Advisory, Estate Planning, Securities, Financial Advisory, Asset Allocation, Portfolio Management, Uniform Combined State..., IRAs, 401k, Insurance
Education
Northwestern University 1974 — 1978
BA, Biology/Sociology
Northwestern University 1974 — 1976
BA, Biology/Sociology
BCB Strategic & Marketing Planning January 1988 - Present
Landmark Education April 1996 - June 2012
US Bureau of the Census January 2010 - May 2010
INVEST December 1982 - October 1987
PA International October 1978 - December 1982
Skills
Strategic Planning, Marketing Strategy, New Business Development, Program Development, Market Research, Business Strategy, Online Brand Building, On-line Marketing, Social Media Marketing, Small Business, Business Analysis, Coaching, Listening skills, Creative Problem Solving, International Sales, Supervisory Skills, Team Leadership, Account Management, Mentoring, Forecasting, Budgeting, Budgets, Management, Marketing, Sales, Business Development, Team Building
Education
Dartmouth College 1955 — 1960
BA, MBA, Marketing
Landmark Education 1992 — 2012
invest January 1995 - Present
omm invest January 1995 - Present
Education
Seminole Community College 1985 — 1987
LANGUAGE
interamericana P.R. 1977 — 1981
Bachelor of Business Administration (B.B.A.)