Invest Financial Corporation
Industry: Financial services company
DescriptionInvest 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.,
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Invest Financial Corporation 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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