Invest Financial Corporation

Industry: Financial services company

Description

Invest Financial Corporation was an American full-service broker/dealer, registered with the Financial Industry Regulatory Authority, the Securities Investor Protection Corporation, the U.S. Securities and Exchange Commission and state insurance agencies in all 50 states. Headquarters: Tampa, FL Founder: Dan McConnell Founded: 1982 Number of employees: 165 Parent organization: National Planning Holdings, Inc. Subsidiaries: First Dakota, Inc., First Dakota of New Mexico, Inc.,

Invest Financial Corporation List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Invest Financial Corporation. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Invest Financial Corporation Salaries. You can even request information on how much does Invest Financial Corporation pay if you want to. Learn about salaries, pros and cons of working for Invest Financial Corporation directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

46 Invest Financial Corporation employees in database. Find out everything there's to know about Invest Financial Corporation employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Invest Financial Corporation Employees

Employee
Years
Job
Industry
Brad Grubb Brad Grubb Clarks Summit, Pennsylvania Details
Brad Grubb's Invest Financial Corporation Experience 1990 - 1998
Job President of Wealth Management Company
Industry Investment Management
Experience
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

Traci Derby Traci Derby Tampa/St. Petersburg, Florida Area Details
Traci Derby's Invest Financial Corporation Experience April 2009 - June 2009
Job currently seeking career in Legal, Financial, or Operations
Industry Financial Services
Experience
Lakeland Toyota  July 2014 - Present
Aerotek  May 2014 - July 2014
Douglas C. Zahm, P.A.   December 2012 - February 2014
Douglas C. Zahm, P.A.   June 2011 - December 2012
Douglas C. Zahm, P.A.   July 2010 - June 2011
Douglas C. Zahm, P.A.   July 2010 - July 2010
Douglas C. Zahm, P.A.   November 2009 - July 2010
Examiner.com  August 2009 - November 2009
Invest Financial Corporation   April 2009 - June 2009
Invest Financial Corporation   October 2005 - April 2009

Skills
Customer Service, Program Management, Microsoft Excel, Mutual Funds, Finance, Banking, PowerPoint, Financial Services, Retirement, Technical Writing, Time Management, Investments, Management, Insurance, Strategic Financial..., Analysis, Outlook, Financial Planning, Leadership

Education
Colorado Technical University   2008 — 2010
Bachelor's of Science in Business Administration majoring in, Finance, Cum Laude

Colorado Technical University   2006 — 2008
Associate's of Science in Business Administration majoring in, Finance, Cum Laude

Colorado Technical University
BSIT, Web Development/Engineering

Nichole Allard Nichole Allard Tampa/St. Petersburg, Florida Area Details
Nichole Allard's Invest Financial Corporation Experience March 2011 - November 2013
Job Property Manager/Realtor/Notary
Industry Real Estate
Experience
Prestige Lifestyles Realty   January 2015 - Present
KW PROPERTY MANAGEMENT AND CONSULTING  November 2014 - Present
JIK Properties  February 2014 - December 2014
INVEST Financial Corporation   March 2011 - November 2013
Diamond Media Group  October 2010 - March 2011
Florida Foreclosure Attorneys, PLLC  November 2009 - June 2010
California Pizza Kitchen  October 2007 - November 2009
Parkview Homes  October 2005 - August 2007
Choicepoint Inc  May 2004 - October 2005

Skills
Customer Satisfaction, Event Management, Management, Event Planning, Customer Service, Sales, Sales Management, Outlook, Process Scheduler, Hospitality, Customer Support, Project Management, Sales Operations, Budgets, Microsoft Excel, Microsoft Word, CRM, Microsoft Office, Time Management, Social Media, Email Marketing, Advertising, Marketing, Apartments

Education
University of Central Florida   2007 — 2009
Bachelor of Science, Event Management

St. Petersburg College   2004 — 2006
Associate of Arts, Liberal Arts

Maria Bethel Maria Bethel Tampa, Florida Details
Maria Bethel's Invest Financial Corporation Experience February 2012 - Present
Job Transitions & Education
Industry Financial Services
Experience
INVEST Financial Corporation   February 2012 - Present
Franklin Templeton Investments  October 2009 - April 2010
RMI  January 2008 - April 2009

Skills
Emergency Management, Meeting Planning, Cvent, Training Delivery, Microsoft Office, Microsoft Excel, Customer Service, Financial Analysis, Mutual Funds, Investments, Securities, Social Media, Finance, Financial Services, Public Speaking, Training, Wealth Management

Education
Florida State University
Public Policy - ISS

Saint Petersburg Community College
Associate's Degree, Associate of Arts

Joseph Skrajewski Joseph Skrajewski Palm Desert, California Details
Joseph Skrajewski's Invest Financial Corporation Experience December 2005 - May 2007
Job Executive Director of Medical and Professional Education at Hazelden Betty Ford Foundation
Industry Health, Wellness and Fitness
Experience
Hazelden Betty Ford Foundation  July 2009 - Present
SobaLiving, LLC   June 2007 - June 2009
Invest Financial Corporation   December 2005 - May 2007
AllianceBernstein  February 2003 - July 2005
Morgan Stanley  June 2001 - January 2003

Skills
Public Speaking, Lecturing, Project Management, Networking, Organizational..., Strategic Planning, Research, Addiction Recovery, Addiction Medicine, Treatment, Strategic Partnerships, Social Networking, Social Media Marketing, Educational Outreach, Group Therapy, Family Therapy, Psychotherapy, Mental Health, Behavioral Health, Psychology, Chemical Dependency, Program Development, Teaching, Therapists, Adolescents, Crisis Intervention, Clinical Research, Training, CBT, Motivational..., Coaching, Life Transitions, Organizational..., Contract Negotiation, Prevention, Leadership Development, Higher Education, Medical Education, Family Medicine, Program Evaluation, Training Facilitation, Business Strategy, Business Planning, Contract Management, Team Building, Teamwork, Strategic Consulting, Program Financial..., Professional Ethics, Ethical Leadership

Education
Chapman University   2009 — 2011
M.A. in Psychology, Marriage and Family Therapy/Counseling, 4.0

The College of New Jersey   1997 — 2001
B.S. in Finance, Minor in Economics

Jean Ulrich, CMP Jean Ulrich, CMP Tampa/St. Petersburg, Florida Area Details
Jean Ulrich, CMP's Invest Financial Corporation Experience April 1990 - August 1996
Job Marketing Manager at Healthesystems
Industry Marketing and Advertising
Experience
Healthesystems  July 2013 - Present
Healthesystems  February 2012 - July 2013
Monidee   January 2010 - December 2011
Monidee Events, a division of Monidee North America   January 2010 - December 2011
Global Equity Organization  September 2006 - January 2010
Tech Data Corporation  September 1996 - August 2006
Invest Financial Corporation   April 1990 - August 1996

Skills
Trade Shows, Meeting Planning, Corporate Events, Event Management, Strategic Planning, Account Management, Event Planning, Marketing Strategy, Marketing Communications, Budgets, Contract Negotiation, Marketing, Sponsorship, Incentives, Market Planning, Relationship Marketing, Social Networking, Volunteer Management, Customer Service, Leadership, Program Management, Sales

Education
St. Petersburg College   1982 — 1985

Sue Hinz Sue Hinz Sheboygan, Wisconsin Area Details
Sue Hinz's Invest Financial Corporation Experience August 1994 - Present
Job Sales Assistant at INVEST Financial Corporation/Larry Walston, Peter Herzog, Teresa McAlpine Financial Advisors
Industry Financial Services
Experience
INVEST Financial Corporation   August 1994 - Present

Skills
Customer Service, Outlook, Teamwork, Investments, Sales, Android, Windows, Word Processing, Typing, Trading, Internet, Office Management, Microsoft Office, Organization, Proofreading, Compliance, Small Business, Social Networking, Front Office, Office Equipment

Education
Grand Valley State University   1977 — 1979
Social Work

Lakeshore Technical College

Terry E. Manuel LUTCF, FSS Terry E. Manuel LUTCF, FSS Metter, Georgia Details
Terry E. Manuel LUTCF, FSS's Invest Financial Corporation Experience November 2010 - Present
Job Agency Manager at Georgia Farm Bureau
Industry Insurance
Experience
INVEST Financial Corporation   November 2010 - Present
Georgia Farm Bureau  July 1985 - Present

Skills
Life Insurance, Term Life Insurance, Health Insurance, Disability Insurance, Fixed Annuities, Long-term Care, Liability, Whole Life, Workers Compensation, Brokers, Homeowners, Inland Marine, Retirement, Retirement Planning, IRAs, Licensed Property, Medicare, Motorcycle, Insurance Brokerage, Commercial Insurance

Education
The American College   1994 — 1997
LIfe Underwriting & Financial Services, Insurance and Financial Planning

Cody Blosch Cody Blosch Oklahoma City, Oklahoma Area Details
Cody Blosch's Invest Financial Corporation Experience April 2005 - January 2006
Job Manager Commercial G&P at Enable Midstream
Industry Oil & Energy
Experience
Enable Midstream Partners  October 2014 - Present
Access Midstream  January 2012 - September 2014
Chesapeake Energy  October 2010 - December 2012
ExxonMobil  June 2009 - October 2010
ExxonMobil  June 2007 - June 2009
New Product Development Center  March 2006 - May 2007
Chesapeake Energy Corporation  May 2006 - August 2006
Invest Financial Corporation   April 2005 - January 2006

Skills
Analysis, Process Improvement

Education
Oklahoma State University   2005 — 2007
Master of Business Administration (MBA), 3.9

Oklahoma State University   2001 — 2005
Bachelor of Science, Economics and Political Science

Matt Karis, CFP®, ChFC® Matt Karis, CFP®, ChFC® Greater Atlanta Area Details
Matt Karis, CFP®, ChFC®'s Invest Financial Corporation Experience October 2011 - Present
Job Registered Principal at Invest Financial Corporation
Industry Financial Services
Experience
Invest Financial Corporation   October 2011 - Present
Reliance Securities   June 2008 - October 2011
Raymond James Financial, Inc.   September 2004 - June 2008
SunTrust Securities   March 2000 - September 2004
JP Turner & Company  June 1999 - March 2000

Skills
Wealth Management, Retirement Planning, Income Planning, Life Insurance, Long Term Care Insurance, Certified Financial..., Chartered Financial..., Series 24, Series 7, Series 63, Estate Planning

Education
Pennsylvania State University   1995 — 1999
Accounting, Finance

Mark Ettinger Mark Ettinger Tampa/St. Petersburg, Florida Area Details
Mark Ettinger's Invest Financial Corporation Experience January 2014 - Present
Job VP Advisory Operations, New Accounts & Account Maintenance at INVEST Financial Corporation
Industry Financial Services
Experience
INVEST Financial Corporation   January 2014 - Present
INVEST Financial Corporation   February 2002 - Present
Invest Financial  June 2009 - December 2011
INVEST Financial Corporation   January 2009 - June 2009
INVEST Financial Corporation   February 2003 - January 2009
INVEST Financial Corporation   January 2002 - February 2003

Skills
Series 7, Series 63, Fixed Annuities, Series 24, Mutual Funds, Securities, Retirement, FINRA, Series 65, Uniform Combined State..., Alternative Investments, Fixed Income, Equities, Investment Advisory, Strategic Financial..., Investments, Retirement Planning, Asset Managment, Wealth Management, Insurance, Financial Advisory, 401k

Education
Clemson University   1986 — 1990
BS, Business Management

Martha White, PHR Martha White, PHR Vero Beach, Florida Details
Martha White, PHR's Invest Financial Corporation Experience June 2000 - April 2003
Job
Industry Public Safety
Experience
www.ask4ci.com   February 2011 - Present
Medical Data Systems  March 2009 - February 2011
Source Interlink  June 2004 - October 2008
Regions Bank  April 2003 - June 2004
Invest Financial Corporation   June 2000 - April 2003

Skills
Recruitment/Retention, Employment Law, Executive Compensation, Executive Development, Employee Relations, Benefit Administration, Benefits Design, Payroll Administration, Terminations, Employee Recognition, HR Policies, HR Solutions, Employee/Labor Relations, Mergers, Acquisition Integration, Budget Management, HRIS, Industrial Relations, Payroll, Ceridian, Human Resources, Onboarding, Executive Pay, Labor Relations, Mergers & Acquisitions, ADP Payroll, Benefits Administration, COBRA, Employee Benefits, Management, Non-profit Volunteer, Personnel Management, Leadership, Deferred Compensation, Performance Management, Recruiting, FMLA, New Hire Orientations, Workforce Planning, Succession Planning, Employee Training, Training, Leadership Development, College Recruiting, Talent Acquisition, Organizational..., Conflict Resolution, Talent Management, HR Consulting, Budgets

Education
University of South Florida
Bachelor's Degree

Andrew Carrillo CFP®, AWMA®, CRPC® Andrew Carrillo CFP®, AWMA®, CRPC® Miami/Fort Lauderdale Area Details
Andrew Carrillo CFP®, AWMA®, CRPC®'s Invest Financial Corporation Experience September 2009 - September 2012
Job Financial Advisor
Industry Financial Services
Experience
Barnett Capital Advisors   July 2012 - Present
Invest Financial Corporation   September 2009 - September 2012
U.S. Capital Advisors & Associates   September 2009 - August 2012
Ameriprise Financial  June 2007 - September 2009

Skills
Retirement Planning, Investments, Strategic Financial..., Retirement, Portfolio Management, Finance, Wealth, Insurance, Series 7, Management, Wealth Management, Investment Advisory, Asset Allocation, Unfortunately due to...

Education
Wharton School of Business   2011 — 2011
Investment Strategies and Portfolio Management

Certified Financial Planner Board of Standards   2008 — 2010
CFP®, Financial Planning

College for Financial Planning   2008 — 2008
CRPC®, Retirement planning

Florida State University   2003 — 2007
BS, International Affairs, Finance

College for Financial Planning
AWMA®, Accredited Wealth Management Advisor

Brett Freistadt Brett Freistadt Tampa/St. Petersburg, Florida Area Details
Brett Freistadt's Invest Financial Corporation Experience September 2011 - September 2012
Job Talent
Industry Leisure, Travel & Tourism
Experience
Film Actor  January 2012 - Present
INVEST Financial Corporation   September 2011 - September 2012
Waddell & Reed  2010 - May 2011
Frontier Bank  October 2006 - November 2008
IronStone Bank  June 2005 - January 2006
Bay Bank  April 2002 - December 2003
US Bank  April 1999 - April 2002
Merrill Lynch  April 1994 - April 1999
Freistadt & Associates   January 1992 - April 1994
First Interstate Bank  June 1979 - December 1991

Skills
Investments, Retirement Planning, Financial Advisory, Small Business Lending, IRAs, Wealth Management, Investment Advisory, Series 7, Wealth Management..., Series 65, Mergers, Real Estate

Education
Pacific Coast Banking School   1980 — 1982
Yes, Banking

Gonzaga University - School of Business Administration   1977 — 1978
No, Business

Loyola Marymount University   1969 — 1973
BA, History

Carlsbad High   1965 — 1969
Yes

Howard Rightsell, MBA Howard Rightsell, MBA Bloomington, Indiana Details
Howard Rightsell, MBA's Invest Financial Corporation Experience November 2011 - Present
Job Senior Wealth Advisor
Industry Financial Services
Experience
Invest Financial Corporation   November 2011 - Present
CUNA Mutual Group  June 2010 - November 2011
One Resource Group  January 1991 - July 2010

Skills
Registered Financial..., Insurance, Financial Services, Finance, Securities, Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Tax, Fixed Annuities, Strategic Financial..., Policy, Investments, Series 63, Investment Advisory, Asset Allocation, Financial Advisory, Portfolio Management, Estate Planning, Management

Education
University of St Francis-Busse School of Business   2005 — 2007
Master of Business Administration (M.B.A.), Finance, Marketing

Indiana State University - Scott College of Business   1986 — 1988
BS, Finance, Business Administration

Indiana State University-School of Liberal Arts   1986 — 1988
Bachelor’s Degree, Economics

Purdue University   1975 — 1976
Electrical and Electronics Engineering

Indiana State University   1974 — 1975
Electrical, Electronic and Communications Engineering Technology/Technician

South Dakota School of Mines and Technology   1972 — 1973
General Studies

Black Hills State University   1971 — 1972
General Studies

Alphoncia Lafrance Mompremier, MBA Alphoncia Lafrance Mompremier, MBA Miami/Fort Lauderdale Area Details
Alphoncia Lafrance Mompremier, MBA's Invest Financial Corporation Experience October 2011 - Present
Job Investment Broker at Invest Financial Corporation
Industry Financial Services
Experience
Invest Financial Corporation   October 2011 - Present
Northwestern Mutual Financial Network  2009 - October 2011
ICABA   2010 - 2011
Midas Lending Corporation   1999 - 2008

Skills
Financial Advsing, Financial Planning, Retirement Planning, Insurance, Investments, Strategic Financial..., Retirement, Financial Advisory

Education
Nova Southeastern University   2007 — 2009
MBA, Business Administration & Leadership Organization

Florida International University - College of Business   1989 — 1992
BBA, Martketing & International Business

Miami Dade College   1987 — 1989
AA, Business Administration

Frank W. Armitage Frank W. Armitage Tampa/St. Petersburg, Florida Area Details
Frank W. Armitage's Invest Financial Corporation Experience August 2012 - Present
Job Sr. Branch Examiner at INVEST Financial Corporation
Industry Financial Services
Experience
INVEST Financial Corporation   August 2012 - Present
Invest Financial  June 2011 - September 2012
JW Cole Financial, Inc.   January 2010 - May 2011
JW Cole Financial, Inc.   August 2009 - January 2010
Lincoln Financial Group  October 2007 - March 2009
Raymond James Financial Inc.  June 2005 - October 2007
Raymond James Financial Inc.  June 2002 - July 2005

Skills
Investment Advisory, Insurance, Series 7, Securities, Financial Advisory, Mutual Funds, Series 24, FINRA, Series 65, Business Development, Recruiting, Relationship Management, Retirement Planning, Financial Services, Financial Planning, Series 63, Finance, Retirement, Fixed Annuities

Education
University of South Florida   1991 — 1994
Bachelor, Finance

Brad Johannes Brad Johannes Rockford, Illinois Area Details
Brad Johannes's Invest Financial Corporation Experience July 1998 - April 2002
Job VP Investment Sales Manager at First Midwest Financial Network
Industry Financial Services
Experience
First Midwest Financial Network   August 2012 - Present
Fifth Third Securities  March 2012 - August 2012
Associated Investment Services, Inc.   January 2011 - February 2012
CUNA Brokerage Services, Inc.   February 2010 - September 2010
PrimeVest Financial Services  May 2006 - January 2010
PrimeVest Financial Services  May 2006 - May 2009
Independent Bankers Bank of Illinois   2006 - 2009
Investment Centers of America  April 2005 - October 2005
Uvest Financial Services  June 2002 - January 2005
Invest Financial Corporation   July 1998 - April 2002

Skills
Sales Management, Series 7, Series 24, Series 65, Wealth Management, Retirement Planning, Fixed Annuities, Mutual Funds, Investments, Securities, Retirement, Strategic Financial..., Investment Advisory, Financial Advisory, Financial Services, Insurance

Education
Rock Valley College   1981 — 1982

University of Iowa   1979 — 1980

Belvidere High School   1976 — 1979

John Wessman John Wessman Dallas, Texas Details
John Wessman's Invest Financial Corporation Experience 1997 - 2000
Job Executive Vice President Chief Marketing Officer at BBVA Compass
Industry Banking
Experience
BBVA Compass  July 2011 - Present
BBVA Compass  August 2009 - July 2011
Guaranty Bank  2006 - October 2010
Encore Bank  2000 - 2006
Invest Financial Corporation   1997 - 2000
First American National Bank  1994 - 1997
McKinsey & Company  1988 - 1994
PwC  1987 - 1988

Skills
Business Strategy, Management Consulting, Innovative Problem..., Commercial Banking, Financial Services, Banking, Strategy, Consulting, Executive Management, Segmentation, Leadership, Risk Management, Management, Business Development, Program Management, Portfolio Management, CRM, Marketing Strategy, Analytics, Mergers & Acquisitions, Strategic Planning, Insurance, Change Management, Retail Banking, Marketing, Loans, Customer Experience, Business Planning, Finance, Product Development, Coaching, Financial Analysis, Retail, Team Building, Investments, Product Management, Business Analysis, Competitive Analysis

Education
Harvard Business School   1990 — 1992
MBA, Management & Entrepreneurial Business

The University of Texas at Austin   1984 — 1988
Bachelor, Business Administration

Catherine Schafer Catherine Schafer La Canada Flintridge, California Details
Catherine Schafer's Invest Financial Corporation Experience March 1992 - April 1994
Job
Industry Financial Services
Experience
Imperial Capital, LLC  July 2000 - Present
Financial Industry Regulatory Authority (FINRA)   November 1995 - July 2000
Great Western Financial Securities  April 1994 - November 1995
Invest Financial Corporation   March 1992 - April 1994
California Federal Bank  March 1992 - April 1994

Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, Sales, Leadership, Training, Legal and Compliance

Education
The Wharton School - FINRA Institute for Professional Development   2001 — 2002
Phase 1 of the Certified Regulatory and Compliance Professional ("CRCP"), Broker-Dealer Compliance, Completed Phase 1

California State University-Northridge   1988 — 1993
Bachelor of Science (B.S.), Finance, General

Rhonda Hunt Rhonda Hunt Sacramento, California Area Details
Rhonda Hunt's Invest Financial Corporation Experience November 2002 - September 2007
Job Registered Sales Associate at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   September 2007 - Present
First Northern Bank  September 2007 - Present
Invest Financial Corporation   November 2002 - September 2007
Placer Sierra Bank  2002 - 2007
Wells Fargo Bank  May 1998 - September 2001
Sacramento Savings   1989 - 1995
Thomas Underly Design & Management   1980 - 1983

Skills
Investments, Securities, Finance, Financial Services, Financial Advisory, Sales, Portfolio Management, Mutual Funds, Series 7, Series 63, Wealth Management

Education
Kaplan University   2012 — 2013
Wealth Management

Heald College   1995 — 1997
AA, Business Management

CA Life/Variable Insurance License

Kaplan University
Wealth Management Specialist, Investments and Securities

La Sierra Highschool

Series 7
Financial

Alvin Vukaj Alvin Vukaj Greater Boston Area Details
Alvin Vukaj's Invest Financial Corporation Experience January 2012 - April 2013
Job Senior Financial Analyst at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance  July 2015 - Present
Liberty Mutual Insurance  June 2013 - July 2015
Bentley University  August 2009 - May 2013
INVEST Financial Corporation   January 2012 - April 2013
Liberty Mutual Insurance  June 2012 - August 2012
Liberty Mutual  June 2011 - August 2011
Merrill Lynch  May 2011 - June 2011
Freelancer (self employed)   June 2008 - May 2011

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Access, Financial Analysis, Outlook, Crystal Ball, Bloomberg, Peachtree, SPSS, Customer Service, Research, Data Analysis, Accounting, VBA, Macros, Market Research, Management, Teamwork, Leadership, Nonprofits, Social Media, QuickBooks, Economics, Investments, Analysis, Time Management, Financial Modeling, Finance, Financial Reporting, Valuation, Corporate Finance, Tax, Bloomberg Terminal, Insurance, Risk Management, Forecasting, Equities, Portfolio Management, Team Leadership, Securities, Equity Research, Derivatives, Fixed Income, Options, Financial Markets, Essbase

Education
Boston College   2014 — 2016
Master of Science (M.S.), Finance

Bentley University   2009 — 2013
B.S., Corporate Finance and Accounting

The University of Manchester   2011 — 2012
Accounting and Finance

Randall Kirk CFS, CLU, ChFC, CASL, FSS, LUTCF Randall Kirk CFS, CLU, ChFC, CASL, FSS, LUTCF Orlando, Florida Area Details
Randall Kirk CFS, CLU, ChFC, CASL, FSS, LUTCF's Invest Financial Corporation Experience November 2010 - Present
Job Insurance Counselor and Registered Representative
Industry Insurance
Experience
Invest Financial Corporation   November 2010 - Present
National Risk Management & Associates   June 2015 - Present
Florida Farm Bureau Insurance  September 1997 - May 2015
Randall Kirk Investment Services   February 1993 - December 1997
Sprint Yellow Pages  March 1996 - August 1997

Skills
Long-term Care, Term Life Insurance, Disability Insurance, Life Insurance, Fixed Annuities, Property & Casualty..., Health Insurance, Auto Loans, Banking Products, Boat Insurance, Estate Planning, Investments, Mutual Funds, Variable Annuities, Homeowners, Marine Insurance, Retirement, Whole Life, Long Term Care Insurance, Insurance, Banking, Commercial Insurance, Umbrella Insurance, Small Business, Loans, IRAs, Retirement Planning, General Insurance, Underwriting, Sales, Liability

Education
The American College   2011 — 2012
FSS - Financial Services Specialist, Financial Planning and Services

The American College   2010 — 2010
CLU, Insurance

The American College   2009 — 2010
ChFC, Financial Planning and Services

The American College   2008 — 2009
CASL, Senior Living Financial Consultant

East Tennessee State University   1978 — 1982
Bachelor of Business Administration (B.B.A.), Accounting

Halls High School   1974 — 1978
Diploma

Joe Caldera Joe Caldera Las Vegas, Nevada Area Details
Joe Caldera's Invest Financial Corporation Experience April 2003 - Present
Job Owner, Caldera Wealth Management
Industry Financial Services
Experience
Caldera Wealth Management Group   April 2003 - Present
INVEST Financial Corporation   April 2003 - Present
A.G. Edwards   March 2001 - March 2003
Quick & Reilly  May 1997 - March 2001

Skills
Estate Planning, Investments, Retirement Planning, Strategic Financial..., Retirement, Small Business, Insurance, Finance, Entrepreneurship, Financial Planning, Strategic Planning, Public Speaking, Business Development, Wealth, Team Building, Disability Insurance, Start-ups, 401k, Wealth Management..., Business Planning, Financial Analysis, Marketing Strategy, Sales Management, Coaching, Budgets, Business Strategy, New Business Development, Mergers, Management Consulting, Mergers & Acquisitions, SEO, Website Development, Social Media Marketing, Sales Process, Online Advertising, Social Media

Education
University of Nevada-Las Vegas - College of Business   1995 — 1998
Bachelors of Science, Business Administration/Management

Bonanza High School   1989 — 1993

Scott Hudson, CFP® Scott Hudson, CFP® Meridian, Mississippi Details
Scott Hudson, CFP®'s Invest Financial Corporation Experience July 1998 - March 1999
Job Managing Director Investments at Hudson, Coffin & Lamar Wealth Management Group of Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Hudson, Coffin & Lamar Wealth Management Group of Wells Fargo Advisors, LLC.   May 2009 - Present
Wachovia Securities, LLC.   January 2008 - May 2009
A.G. Edwards   March 1999 - January 2008
Deposit Guaranty Investors, Inc.   January 1988 - July 1999
Invest Financial Corporation   July 1998 - March 1999

Skills
Investments, Retirement Planning, Strategic Planning, Asset Allocation, Financial Advisory, Financial Analysis, Financial Services, Insurance, Investment Strategies, Risk Management, 401k Rollovers, Concentrated Stock..., Estate Investment..., Retirement Plan..., Fixed Income Strategies, Investment Planning, Multi-Generational..., Stock Analysis, Tax Efficient Strategies, Wealth Preservation...

Education
Mississippi State University

Neil Piper Neil Piper Red Bank, New Jersey Details
Neil Piper's Invest Financial Corporation Experience August 2003 - Present
Job Financial Advisor*Wealth Preservation Strategies*Red Bank, NJ*401(k)*Money Managment*Estate Planning*Broker*Retirement*
Industry Financial Services
Experience
Invest Financial Corporation   August 2003 - Present
Vestax   1998 - 2002
American Capital Corp   1988 - 1998
Dean Witter Reynolds  1984 - 1988

Skills
Fixed Annuities, Retirement Planning, Securities, Disability Insurance, Financial Services, FINRA, Wealth Management, Series 7, Retirement, Mutual Funds, Series 63, Investment Advisory, Strategic Financial..., Investments, Life Insurance, Estate Planning, 401k, Financial Advisory, Insurance, Long-term Care, Asset Management, Series 6, IRAs, Asset Allocation, Variable Annuities, Investment Strategies, Financial Planners, Wealth, Alternative Investments, Portfolio Management, Term Life Insurance, Bonds, Investment Management, Series 24, 401k Rollovers, Equities, Whole Life, Fixed Income, Wealth Management..., Roth IRA, Employee Benefits, Indexed Annuities, Long Term Care Insurance, Personal Financial..., Certified Financial..., Trading, Wealth Accumulation, Pensions, Small Business, Finance

Education
California University of Pennsylvania
BA, Humanities

Steve Dembowski Steve Dembowski Greater Boston Area Details
Steve Dembowski's Invest Financial Corporation Experience April 2005 - Present
Job Financial Advisor at Invest Financial Corporation
Industry Financial Services
Experience
Milton Public Schools  March 2015 - Present
Invest Financial Corporation   April 2005 - Present

Skills
Public Speaking, Series 7, Retirement Planning, Fundraising, Series 63, Insurance, Customer Service, Retirement, Investments, Teaching, Estate Planning, Strategic Financial..., Strategic Planning, Coaching, Fixed Annuities, Marketing, Wealth Management, Sales, Microsoft Office, Asset Allocation, Life Insurance, Mutual Funds, Management, Leadership, Financial Services, Portfolio Management, Disability Insurance, Investment Advisory, Investment Management, Financial Planning

Education
University of Massachusetts at Amherst - Isenberg School of Management   1989 — 1993

John Allen Clausen John Allen Clausen Monroe, Louisiana Details
John Allen Clausen's Invest Financial Corporation Experience July 1998 - February 2000
Job Managing Director, Investments Branch Manager at Raymond James & Associates 3183271120
Industry Investment Management
Experience
Raymond James & Associates  July 2001 - Present
Amsouth Investment Services  February 2000 - July 2001
Invest Financial Corporation   July 1998 - February 2000

Skills
Investment Advisory, Investment Strategies, Retirement Planning, Asset Management, Asset Allocation, Fixed Income, Asset Based Lending, Wealth Management, Financial Advisory, Fixed Annuities, Variable Annuities, Portfolio Management, Stocks, Bonds, Municipal Bonds

Education
Louisiana State University   1979 — 1984
Risk and Insurance

Hanson Memorial High School   1975 — 1979

Jenniffer Daigle Jenniffer Daigle Greater Boston Area Details
Jenniffer Daigle's Invest Financial Corporation Experience March 1995 - December 1995
Job SVP, National Accounts
Industry Financial Services
Experience
A Financial Services Company  November 2011 - Present
A financial services company  July 2009 - November 2011
RiverSource Distributors, Inc   July 2007 - July 2009
Allianz Life  July 2005 - July 2007
Jefferson Pilot Securities Corporation   June 1997 - July 2005
Jefferson Pilot Securities  1997 - 2005
Dean Witter Reynolds,Inc   December 1995 - June 1997
INVEST Financial Corporation   March 1995 - December 1995
New Dartmouth Bank / Shawmut Bank NH   October 1992 - March 1995
Numerica / New Dartmouth Bank   April 1991 - October 1992

Skills
Mutual Funds, Investments, Securities, Series 7, Retirement, Relationship Management, Training, Business Development, CRM, Insurance, Series 63, Financial Services, Marketing, Selling, Management, Leadership, Sales, Retirement Planning, Series 6, Strategic Planning, Banking, Financial Advisory, Business Planning, Portfolio Management, 401k, Fixed Annuities, Series 24, Variable Annuities, Due Diligence, Alternative Investments

Education
University of Maine   1990 — 1992
Early Childhood Education

Steve Dowden Steve Dowden Tampa/St. Petersburg, Florida Area Details
Steve Dowden's Invest Financial Corporation Experience October 2009 - Present
Job President and CEO at INVEST Financial Corporation
Industry Financial Services
Experience
INVEST Financial Corporation   October 2009 - Present
CUNA Mutual Group  April 2001 - October 2009

Skills
Annuities, Financial Advisory, Retirement Planning, Wealth Management, Securities, Financial Services, Fixed Annuities, Retirement, Mutual Funds, Insurance, 401k, FINRA, Series 7, Series 63, Executive Management, Investments, Investment Advisory, Asset Management, Life Insurance

Education
Iowa State University   1979 — 1983
bs, animal sciences

Nathan Rheinhardt Nathan Rheinhardt Washington D.C. Metro Area Details
Nathan Rheinhardt's Invest Financial Corporation Experience January 2008 - November 2010
Job Founder, fedRFP | Providing Expert Advice on Winning Government Contracts
Industry Management Consulting
Experience
fedRFP   February 2014 - Present
EMD Strategies  November 2010 - Present
INVEST Financial Corporation   January 2008 - November 2010
Park Avenue Securities  2003 - 2007
Merrill Lynch  1999 - 2002

Skills
Business Development, Management, Strategic Financial..., Financial Services, Strategy, Strategic Planning, Management Consulting, Executive Management, Investments, Talent Acquisition, Leadership, Series 7, Risk Management, Business Strategy, Sales, Mergers & Acquisitions, Financial Advisory, Retirement Planning, Business Planning, Mutual Funds, Contract Negotiation, Process Improvement, Securities, Analysis, Budgets, Financial Analysis, New Business Development, Business Analysis, Small Business, Change Management, Start-ups, Business Process..., Team Building, Operations Management, Team Leadership, Finance, Financial Modeling, Cross-functional Team..., Asset Management, Investment Advisory, Capture Management, Government Proposals, Property Management, Proposal Writing, Government Contracting, Grants, Federal Procurement, Federal Government..., Business Development...

Education
State University of New York College at Oneonta   1997 — 1999

Binghamton University   1995 — 1998

Nadine Boisnier, CAMS Nadine Boisnier, CAMS Phoenix, Arizona Area Details
Nadine Boisnier, CAMS's Invest Financial Corporation Experience September 2002 - October 2003
Job Compliance Analyst, Financial Intelligence Unit at American Express
Industry Banking
Experience
American Express  January 2012 - Present
Amanda Vega Consulting   January 2008 - January 2012
National Planning Corporation  October 2003 - February 2006
Invest Financial Corporation   September 2002 - October 2003
Fox Family Worldwide  July 1999 - March 2002

Skills
Corporate Communications, Event Planning, Facebook, Digital Media, Business Planning, Series 7, Event Management, Internal Communications, Copywriting, Marketing Strategy

Education
Pepperdine University   1997 — 1999
MA, Communication

California State University-Northridge
BA, Journalism

Kim Cuervo Kim Cuervo Greater Seattle Area Details
Kim Cuervo's Invest Financial Corporation Experience September 2000 - March 2001
Job Consultant Practice Management Systems
Industry Hospital & Health Care
Experience
CEI Consulting   April 2014 - Present
PTSO of WA   April 2011 - March 2014
Proliance Surgeons  June 2003 - April 2011
NCG Medical Systems   April 2002 - June 2003
Hillsborough Community College  November 2000 - June 2003
Millenium Receivables   March 2001 - April 2002
Data-Tech  July 1999 - June 2001
Invest Financial Corporation   September 2000 - March 2001
MedMaster Systems Inc   June 1996 - July 1999

Skills
Technical Documentation, User Acceptance Testing, Healthcare, Software Implementation, Analysis, Practice Management, Process Improvement, Troubleshooting, Microsoft Office, Client Education, Healthcare Information..., EHR, NextGen, Revenue Cycle, Medical Billing, Healthcare Management, HIPAA, EMR, Software Documentation, HL7, Training, Health Information..., Healthcare Consulting, Revenue Cycle Management, Ambulatory, Workflow Analysis, Customer Oriented, Customer Satisfaction, Customer Support, Healthcare IT, Medicare, CPOE, Informatics, Hospitals, Health Information..., Medicaid, Healthcare Industry, Physicians, PACS, ICD-10, Quality Assurance, Credentialing, Medical Coding, Medical Records, Project Management

Education
University of South Florida   1989 — 1991
Bachelor of Arts, Psychology

Hillsborough Community College   1987 — 1989
Associate of Arts (AA), Education

Diane Metivier Diane Metivier Beverly, New Jersey Details
Diane Metivier's Invest Financial Corporation Experience September 2012 - Present
Job Financial Advisor at INVEST Financial Corporation
Industry Financial Services
Experience
INVEST Financial Corporation   September 2012 - Present

Skills
Customer Service, Public Speaking, Strategic Planning, Leadership, Marketing, Educational Workshops, Financial Analysis, Life Insurance, Disability Insurance, Long Term Care Insurance, Retirement Planning, Retirement Income..., Income Protection, College Education..., Estate Tax Planning, Business Planning, Group Benefit Plans, Roth IRA, Traditional IRA, Simple IRA, Women Owned Business, Financial Goals

Education
Rutgers/UMDNJ   1989 — 1991
Masters, Physical Therapy

Roanoke College   1982 — 1986
Bachelors, Biology

Jeannette Rodriguez Sanderson Jeannette Rodriguez Sanderson Tampa/St. Petersburg, Florida Area Details
Jeannette Rodriguez Sanderson's Invest Financial Corporation Experience 1996 - 2001
Job Vice President Private Banking Relationship Manager at IBERIABANK
Industry Banking
Experience
IBERIABANK  April 2013 - Present
C1 Bank  January 2012 - March 2013
Eric Seidel Law   February 2011 - December 2011
American Momentum Bank  February 2009 - January 2011
Bank of America  May 2001 - January 2009
Wachovia  2006 - 2008
Invest Financial Corporation   1996 - 2001

Skills
Banking, Credit, Loans, Portfolio Management, Mortgage Lending, Financial Analysis, New Business Development, Customer Service, Retail Banking, Sales Management, Commercial Banking, Sales, Real Estate, Private Banking, Underwriting, Small Business Lending, Consumer Lending, Commercial Lending, Management, Financial Services, Loan Origination

Education
University of South Florida   1982 — 1986

Neal Atkins Neal Atkins Tampa/St. Petersburg, Florida Area Details
Neal Atkins's Invest Financial Corporation Experience April 2007 - January 2011
Job Senior Sales Representative at Wyndham Vacation Ownership
Industry Financial Services
Experience
Wyndham Vacation Ownership  July 2011 - Present
INVEST Financial Corporation   April 2007 - January 2011
Raymond James Financial Services  June 1996 - December 2005
Florida Metropolitan University  January 1994 - May 1996
KPMG  December 1990 - August 1992

Skills
Compliance

Education
University of New Orleans   1992 — 1993
MBA, Business Administration

Loyola University New Orleans   1987 — 1991
BBA, Accounting

Dave M Hill Dave M Hill Greater Nashville Area Details
Dave M Hill's Invest Financial Corporation Experience January 2000 - Present
Job Financial Advisor / Owner at Invest Financial Corporation
Industry Financial Services
Experience
Invest Financial Corporation   January 2000 - Present
Standard Register  January 1998 - December 1999
UARCO, Inc.   September 1985 - January 1998
GE  January 1984 - September 1985

Skills
Financial Advisory, Strategic Financial..., Investments, Retirement, Investment Management, Equities, Alternative Investments, 401k, Asset Allocation, Series 24, Series 7, Series 63, Wealth Management, Life & Health Insurance..., Wealth, FINRA, Investment Strategies, Securities, Estate Planning, Long-term Care, Term Life Insurance, Fixed Income, Life Insurance

Education
Harding University   1980 — 1983
Bachelor of Business Administration (BBA), Accounting

Lipscomb University   1979 — 1980
Bachelor of Business Administration (BBA), Accounting

David Lipscomb High School

Sherry Sullivan Sherry Sullivan Tampa/St. Petersburg, Florida Area Details
Sherry Sullivan's Invest Financial Corporation Experience June 2014 - Present
Job Sr. Level Executive; Expert Meeting and Event Planner/Hospitality/MPI/SPIN/PCMA/Conference Management
Industry Events Services
Experience
SSMeetings   September 2002 - Present
Invest Financial Corporation   June 2014 - Present
RNC 2012 Host Committee Small Business Network   January 2012 - August 2012
CommGeniX  February 2007 - February 2010
University of South Florida Health Sciences   July 1998 - July 2002
Tech Data  June 1996 - June 1998
Conference & Logistics Consultants, Inc.   November 1991 - July 1996
InterContinental Hotels Group  November 1989 - November 1991
Home Team Sports (HTS)   March 1987 - June 1988
WTVT FOX 13  March 1986 - March 1987

Skills
Meeting Planning, Event Management, Trade Shows, Event Planning, Corporate Events, Marketing, Hotels, Contract Negotiation, Registration, Public Relations, Live Events, Venue Relations, Marketing Communications, Social Media, Incentives, Business Strategy, Events, Hospitality, Pharmaceutical Meetings, Strategic Planning, Business Meetings, Association Meetings, Conference Coordination, Video Production, Sports, Conferences, Symposia, Continuing Education, CME, Media Relations, Conference Services, Location Intelligence, Project Management, Special Events, Meeting Management, Event Marketing, Contract Negotiations, Site Selection, Vendor Relations, Conference Management, Hotel Contract..., Hotel Site Selection, Corporate Meetings, Exhibition Management, Trade Show Management, Convention Services, Private Events, Sponsorship, Budgets, Sales

Education
University of South Florida   1981 — 1984
BA, Mass Communications

High Point   1977 — 1980
HS, College Prep

Greg Broadbridge Greg Broadbridge Louisville, Kentucky Area Details
Greg Broadbridge's Invest Financial Corporation Experience 1992 - 2002
Job Wealth Regional Director at BB&T
Industry Financial Services
Experience
BB&T  October 2013 - Present
BB&T  October 2007 - September 2013
AmSouth Bank  September 2002 - December 2006
Invest Financial Corporation   1992 - 2002
GNA with Deposit National Bank   1988 - 2002

Skills
Wealth Management, Sales, Banking, Credit, Loans, Risk Management, Portfolio Management, Mortgage Lending, Series 7, Insurance

Education
St. Mary's Dominican College
Bachelor of Science (BS), Criminal Justice/Law Enforcement Administration

University of Southern Mississippi
Master of Science (MS), Criminal Justice/Law Enforcement Administration

Harold Wiener Harold Wiener United States Details
Harold Wiener's Invest Financial Corporation Experience 1992 - 2006
Job COO
Industry Apparel & Fashion
Experience
YMI Kids LLC/Only Kids Apparel, LLC   March 2013 - Present
Monmouth County Sheriff's Office  November 2011 - Present
INVEST Financial Corporation   1992 - 2006

Skills
Investment Advisory, Wealth Management, Series 7, Fixed Annuities, Series 63, Series 6, Wealth Management..., International Trade and..., International Trade:..., Source Medical Supplies..., Financial Advisory, Securities, Mutual Funds, Strategic Financial..., Investments, Asset Allocation, Asset Management, 401k, Estate Planning, Manufacturing new line..., Wealth, Strategic Planning, Leadership, Team Building, Sales Management, Financial Services, Sales, Management, Creativity

Education
NYU
Bachelor's degree, Political Science and Government

The Hebrew University
Languages

Jamie Hankinson Jamie Hankinson Tampa/St. Petersburg, Florida Area Details
Jamie Hankinson's Invest Financial Corporation Experience March 1989 - January 1997
Job Formerly, Tax Director at Cott Corporation
Industry Food & Beverages
Experience
Cott Corporation  January 2008 - March 2013
Sage  June 2005 - December 2007
Intermedia Communications Inc.  February 1997 - November 2001
INVEST Financial Corporation   March 1989 - January 1997
PwC  January 1987 - December 1988

Skills
Sarbanes-Oxley Act, SEC filings, Internal Controls, CPA, Financial Reporting, Accounting, Auditing, GAAP, Mergers, Financial Accounting, Financial Analysis, Forecasting, Sarbanes-Oxley, Internal Audit, External Audit, Mergers & Acquisitions

Education
Stetson University College of Law   2002 — 2004
Doctor of Law (J.D.), magna cum laude, graduated 2nd in my class

University of Florida   1982 — 1985
Master of Accounting, Taxation

Similar Companies