Investacorp, Inc.
Industry: Company
DescriptionHeadquarters: Miami Lakes, FL Founded: 1978 Parent organization: Litho Supplies Subsidiary: Genesis Wealth Advisor Group, LLC
Investacorp, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Investacorp, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Investacorp, Inc. Salaries. You can even request information on how much does Investacorp, Inc. pay if you want to. Learn about salaries, pros and cons of working for Investacorp, Inc. 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!
45 Investacorp, Inc. employees in database. Find out everything there's to know about Investacorp, Inc. 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.
Investacorp, Inc. Employees
Employee
Years
Job
Industry
LPL Financial / Doug Jenkins LPL Financial / Doug Jenkins's Investacorp, Inc. Experience 1990 - 1995
Job Financial/Investment Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial June 1996 - Present
Investacorp, Inc. 1990 - 1995
Edward Jones 1987 - 1990
Skills
Helping my clients..., Private wealth..., Informing clients of..., In-depth analysis of..., Navigation of tax code
Education
Western Illinois University 1985 — 1987
Bachelor of Science, Psychology
Eureka College 1979 — 1981
Bachelor of Science, Psychology
LPL Financial June 1996 - Present
Investacorp, Inc. 1990 - 1995
Edward Jones 1987 - 1990
Skills
Helping my clients..., Private wealth..., Informing clients of..., In-depth analysis of..., Navigation of tax code
Education
Western Illinois University 1985 — 1987
Bachelor of Science, Psychology
Eureka College 1979 — 1981
Bachelor of Science, Psychology
Lichelle Jurado Lichelle Jurado's Investacorp, Inc. Experience February 2015 - May 2015
Job HR Manager
Industry Human Resources
Experience
United HomeCare, Miami, Florida August 2015 - Present
Investacorp, Inc. February 2015 - May 2015
Gables Engineering February 2014 - January 2015
ADP October 2012 - February 2014
ADP TS 2002 - 2012
Skills
HR Consulting, Benefits Administration, Employee Relations, Employment Law, Payroll, Employee Benefits, Customer Satisfaction, Recruiting, Technical Support, Payroll Services, Workforce Planning, Onboarding, HR Policies, Talent Management, Applicant Tracking..., Performance Management, HRIS, Talent Acquisition, Operations Management, Training, Personnel Management, Coaching, ADP Payroll, Time & Attendance, Change Management, FMLA, Conflict Resolution, Employee Training, Succession Planning, Employee Engagement, New Business Development, Organizational..., Leadership, Job Descriptions, Human Resources, Budgets, Strategic Planning, Team Building, Deferred Compensation, Leadership Development, Interviews, College Recruiting, Internet Recruiting, Technical Recruiting, Employee Handbooks, New Hire Orientations, Temporary Placement, Taleo, Open Enrollment, Hiring
Education
Miami Dade College 2010 — 2012
United HomeCare, Miami, Florida August 2015 - Present
Investacorp, Inc. February 2015 - May 2015
Gables Engineering February 2014 - January 2015
ADP October 2012 - February 2014
ADP TS 2002 - 2012
Skills
HR Consulting, Benefits Administration, Employee Relations, Employment Law, Payroll, Employee Benefits, Customer Satisfaction, Recruiting, Technical Support, Payroll Services, Workforce Planning, Onboarding, HR Policies, Talent Management, Applicant Tracking..., Performance Management, HRIS, Talent Acquisition, Operations Management, Training, Personnel Management, Coaching, ADP Payroll, Time & Attendance, Change Management, FMLA, Conflict Resolution, Employee Training, Succession Planning, Employee Engagement, New Business Development, Organizational..., Leadership, Job Descriptions, Human Resources, Budgets, Strategic Planning, Team Building, Deferred Compensation, Leadership Development, Interviews, College Recruiting, Internet Recruiting, Technical Recruiting, Employee Handbooks, New Hire Orientations, Temporary Placement, Taleo, Open Enrollment, Hiring
Education
Miami Dade College 2010 — 2012
Mark A. Orlinsky, MBA's Investacorp, Inc. Experience December 2000 - March 2003
Job Financial Planner with 16+ years of experience
Industry Financial Services
Experience
Investors Capital Corporation December 2006 - Present
NFP Securities, Inc. May 2005 - December 2006
J. Alden Assoc., Inc October 2004 - May 2005
US Allianz Securities, Inc. April 2003 - October 2004
Investacorp, Inc. December 2000 - March 2003
Jefferson Pilot Securities Corporation December 1999 - December 2000
Prime Capital Services Inc. October 1999 - December 1999
Mutual Service Corporation November 1998 - September 1999
Skills
Personal Financial..., Retirement Planning, Financial Services, Insurance, Variable Annuities, Fixed Annuities, Bonds, Securities, Financial Advisory, Investment Advisory, Mutual Funds, Wealth Management, Asset Allocation, Investment Strategies, REIT, Stockbroking, Business Development..., Term Life Insurance, Universal Life, Series 6, Series 63, Variable Life
Education
Nova Southeastern University 2009 — 2011
Master of Business Administration (MBA)
Institute of Business and Finance 2000 — 2000
Certified Estate and Trust Specialist
Drexel University 1981 — 1985
Bachelor of Science (BS), Finance, General
Investors Capital Corporation December 2006 - Present
NFP Securities, Inc. May 2005 - December 2006
J. Alden Assoc., Inc October 2004 - May 2005
US Allianz Securities, Inc. April 2003 - October 2004
Investacorp, Inc. December 2000 - March 2003
Jefferson Pilot Securities Corporation December 1999 - December 2000
Prime Capital Services Inc. October 1999 - December 1999
Mutual Service Corporation November 1998 - September 1999
Skills
Personal Financial..., Retirement Planning, Financial Services, Insurance, Variable Annuities, Fixed Annuities, Bonds, Securities, Financial Advisory, Investment Advisory, Mutual Funds, Wealth Management, Asset Allocation, Investment Strategies, REIT, Stockbroking, Business Development..., Term Life Insurance, Universal Life, Series 6, Series 63, Variable Life
Education
Nova Southeastern University 2009 — 2011
Master of Business Administration (MBA)
Institute of Business and Finance 2000 — 2000
Certified Estate and Trust Specialist
Drexel University 1981 — 1985
Bachelor of Science (BS), Finance, General
Alexander Cabanas Alexander Cabanas's Investacorp, Inc. Experience May 2005 - July 2010
Job Associate General Counsel at Banco Santander International
Industry Law Practice
Experience
Banco Santander International February 2015 - Present
Powers • McNalis • Torres • Teebagy • Luongo May 2014 - January 2015
Albite Law Group, PA. October 2013 - April 2014
Silver Law Group October 2012 - April 2013
Eleventh Judicial Circuit of Florida May 2012 - July 2012
Morgan Albite P.A. September 2011 - May 2012
Investacorp, Inc. May 2005 - July 2010
Skills
International Relations, Research, Microsoft Office, International..., Policy Analysis, English, Public Speaking, Non-profits, Spanish, Microsoft Excel, Social Media, French, PowerPoint, Strategic Planning, Public Relations, Legal Writing, Lexis, Time Management, Courts, Nonprofits, LexisNexis, Legal Research, Westlaw, Litigation
Education
Florida International University - College of Law 2010 — 2013
Doctor of Law (J.D.), Law
Florida International University 2005 — 2009
Bachelor of Arts (B.A.), Psychology
Banco Santander International February 2015 - Present
Powers • McNalis • Torres • Teebagy • Luongo May 2014 - January 2015
Albite Law Group, PA. October 2013 - April 2014
Silver Law Group October 2012 - April 2013
Eleventh Judicial Circuit of Florida May 2012 - July 2012
Morgan Albite P.A. September 2011 - May 2012
Investacorp, Inc. May 2005 - July 2010
Skills
International Relations, Research, Microsoft Office, International..., Policy Analysis, English, Public Speaking, Non-profits, Spanish, Microsoft Excel, Social Media, French, PowerPoint, Strategic Planning, Public Relations, Legal Writing, Lexis, Time Management, Courts, Nonprofits, LexisNexis, Legal Research, Westlaw, Litigation
Education
Florida International University - College of Law 2010 — 2013
Doctor of Law (J.D.), Law
Florida International University 2005 — 2009
Bachelor of Arts (B.A.), Psychology
Casey Breznick's Investacorp, Inc. Experience May 2014 - August 2014
Job Treasury Summer Analyst at GE Capital
Industry Financial Services
Experience
GE Capital June 2015 - Present
Investacorp, Inc. May 2014 - August 2014
Besins Healthcare June 2013 - July 2013
Education
Cornell University 2013 — 2017
Bachelor of Science (B.S.), Accounting and Finance, 3.79/4.00
Coral Gables High School 2009 — 2013
International Baccalaureate Diploma Program, General Studies, 43/45
GE Capital June 2015 - Present
Investacorp, Inc. May 2014 - August 2014
Besins Healthcare June 2013 - July 2013
Education
Cornell University 2013 — 2017
Bachelor of Science (B.S.), Accounting and Finance, 3.79/4.00
Coral Gables High School 2009 — 2013
International Baccalaureate Diploma Program, General Studies, 43/45
Adriana Casas Adriana Casas's Investacorp, Inc. Experience February 2015 - Present
Job Compliance Officer at Investacorp, Inc.
Industry Financial Services
Experience
Investacorp, Inc. February 2015 - Present
Atlantic Capital Advisors, LLC April 2013 - February 2015
BankUnited Investment Services April 2010 - April 2013
JDM Partners LLC September 2002 - October 2009
Citicorp Investment Services August 2001 - September 2002
Merrill Lynch September 1996 - August 2001
Skills
Risk Management, Investment Management, Asset Allocation, Compliance & Risk..., Internal Audit, Staff Leadership, Strategic Planning, Succession Planning, Leadership
Education
Florida International University
B.A. - Finance
Investacorp, Inc. February 2015 - Present
Atlantic Capital Advisors, LLC April 2013 - February 2015
BankUnited Investment Services April 2010 - April 2013
JDM Partners LLC September 2002 - October 2009
Citicorp Investment Services August 2001 - September 2002
Merrill Lynch September 1996 - August 2001
Skills
Risk Management, Investment Management, Asset Allocation, Compliance & Risk..., Internal Audit, Staff Leadership, Strategic Planning, Succession Planning, Leadership
Education
Florida International University
B.A. - Finance
Barry Isenhour Barry Isenhour's Investacorp, Inc. Experience September 1990 - January 2006
Job Sales Representative at Horton Vineyards
Industry Wine and Spirits
Experience
Horton Vineyards April 2009 - Present
Kroger March 2007 - April 2009
Investacorp, Inc. September 1990 - January 2006
Pearson's Wine October 2002 - June 2005
The Scotch Malt Whisky Society January 1996 - January 2005
Antiquities November 1986 - June 1991
Skills
Wine, Event Management, Social Networking, Wine Tasting, Marketing, Public Speaking, Event Planning, Marketing Strategy, Leadership, Social Media Marketing, Social Media, Retail, Strategic Planning, Fundraising, Sales, Budgets, Sales Management, Wineries, Account Management, Inventory Management, New Business Development, Customer Service, American & World History, Management, Business Development, Public Relations, Marketing Communications
Education
Alfred University 1985 — 1986
uncompleted, Ceramic Sciences and Engineering
Hocking College 1984 — 1985
Ceramic Engineering, structural Clay Products, 3,6 GPA
Brevard College 1979 — 1980
none earned, Engineering
Fishburne Military School 1977 — 1979
Graduated, High School, 3.8 GPA
Horton Vineyards April 2009 - Present
Kroger March 2007 - April 2009
Investacorp, Inc. September 1990 - January 2006
Pearson's Wine October 2002 - June 2005
The Scotch Malt Whisky Society January 1996 - January 2005
Antiquities November 1986 - June 1991
Skills
Wine, Event Management, Social Networking, Wine Tasting, Marketing, Public Speaking, Event Planning, Marketing Strategy, Leadership, Social Media Marketing, Social Media, Retail, Strategic Planning, Fundraising, Sales, Budgets, Sales Management, Wineries, Account Management, Inventory Management, New Business Development, Customer Service, American & World History, Management, Business Development, Public Relations, Marketing Communications
Education
Alfred University 1985 — 1986
uncompleted, Ceramic Sciences and Engineering
Hocking College 1984 — 1985
Ceramic Engineering, structural Clay Products, 3,6 GPA
Brevard College 1979 — 1980
none earned, Engineering
Fishburne Military School 1977 — 1979
Graduated, High School, 3.8 GPA
David Mantecon David Mantecon's Investacorp, Inc. Experience 1998 - 1999
Job Database Administrator at Raven Logistics, Inc.
Industry Information Technology and Services
Experience
Raven Logistics, Inc. February 2012 - Present
Collier County School District November 2011 - February 2012
David's IT Solutions January 2010 - November 2011
Social Service Coordinators, Inc. November 2004 - December 2009
BankAtlantic May 2002 - November 2004
Cybear, Inc. April 2000 - September 2001
Ursus Telecom Corp May 1999 - April 2000
Investacorp, Inc. 1998 - 1999
SCI, Inc. 1993 - 1998
Skills
Database Administration, Oracle, SQL Server 2000-2008, VB.NET, VBScript, Network Architecture, System Architecture, Windows Server, Unix Administration, Unix Shell Scripting, Linux, Microsoft SQL Server, Disaster Recovery, Unix, Access, .NET, Database Design, Databases, Operating Systems, Business Intelligence, Windows, Data Warehousing, Visual Basic, ETL, Requirements Analysis, Integration, SDLC, Servers, SQL, Project Management, Software Development, Performance Tuning, Troubleshooting, Data Modeling, Software Documentation, PL/SQL, Web Applications, ITIL, Business Process, Java, Visio, Networking, T-SQL, IT Management, Solaris, Business Analysis, Requirements Gathering, Active Directory
Education
Western Governors University 2012 — 2016
BS, Information Technology Management
Broward College 1989 — 1991
AA, Accounting and Business Administration
Raven Logistics, Inc. February 2012 - Present
Collier County School District November 2011 - February 2012
David's IT Solutions January 2010 - November 2011
Social Service Coordinators, Inc. November 2004 - December 2009
BankAtlantic May 2002 - November 2004
Cybear, Inc. April 2000 - September 2001
Ursus Telecom Corp May 1999 - April 2000
Investacorp, Inc. 1998 - 1999
SCI, Inc. 1993 - 1998
Skills
Database Administration, Oracle, SQL Server 2000-2008, VB.NET, VBScript, Network Architecture, System Architecture, Windows Server, Unix Administration, Unix Shell Scripting, Linux, Microsoft SQL Server, Disaster Recovery, Unix, Access, .NET, Database Design, Databases, Operating Systems, Business Intelligence, Windows, Data Warehousing, Visual Basic, ETL, Requirements Analysis, Integration, SDLC, Servers, SQL, Project Management, Software Development, Performance Tuning, Troubleshooting, Data Modeling, Software Documentation, PL/SQL, Web Applications, ITIL, Business Process, Java, Visio, Networking, T-SQL, IT Management, Solaris, Business Analysis, Requirements Gathering, Active Directory
Education
Western Governors University 2012 — 2016
BS, Information Technology Management
Broward College 1989 — 1991
AA, Accounting and Business Administration
Sandra Weil Sandra Weil's Investacorp, Inc. Experience March 2013 - June 2015
Job Assistant Controller (Series 27)
Industry Accounting
Experience
Baumann Cosmetic & Research Institute July 2015 - Present
Investacorp, Inc. March 2013 - June 2015
Kaufman, Rossin & Co. November 2010 - March 2013
Hacker, Johnson & Smith PA August 2004 - February 2009
Skills
Certified Anti-Money..., Auditing, Financial Reporting, Internal Controls, Accounting, Sarbanes-Oxley Act, GAAP, US GAAP, SEC Filings, Financial Accounting, Financial Analysis, FINOP, Account Reconciliation, Accounts Payable, Accounts Receivable, Budgets, Business Valuation, Certified Fraud Examiner, Consolidation, Due Diligence, Finance, Financial Audits, Financial Statements, Forensic Accounting, General Ledger, High Net Worth..., Internal Audit, SEC filings, Sarbanes-Oxley, Variance Analysis, CPA, IFRS, IT Audit, QuickBooks, Payroll
Education
Florida Atlantic University 2000 — 2004
Bachelor of Business, Accounting/MIS
Baumann Cosmetic & Research Institute July 2015 - Present
Investacorp, Inc. March 2013 - June 2015
Kaufman, Rossin & Co. November 2010 - March 2013
Hacker, Johnson & Smith PA August 2004 - February 2009
Skills
Certified Anti-Money..., Auditing, Financial Reporting, Internal Controls, Accounting, Sarbanes-Oxley Act, GAAP, US GAAP, SEC Filings, Financial Accounting, Financial Analysis, FINOP, Account Reconciliation, Accounts Payable, Accounts Receivable, Budgets, Business Valuation, Certified Fraud Examiner, Consolidation, Due Diligence, Finance, Financial Audits, Financial Statements, Forensic Accounting, General Ledger, High Net Worth..., Internal Audit, SEC filings, Sarbanes-Oxley, Variance Analysis, CPA, IFRS, IT Audit, QuickBooks, Payroll
Education
Florida Atlantic University 2000 — 2004
Bachelor of Business, Accounting/MIS
Manuel Velez, MBA's Investacorp, Inc. Experience April 2011 - Present
Job National Recruiter at Investacorp, Inc.
Industry Marketing and Advertising
Experience
Investacorp, Inc. April 2011 - Present
Summit Brokerage Services May 2010 - April 2011
Everglades University May 2009 - December 2010
Polo Ralph Lauren February 2008 - December 2008
Ballard Designs August 2007 - January 2008
Big Nutrition April 2007 - August 2007
Viktoria's Catering March 2005 - August 2007
Skills
Leadership, Marketing, Marketing Strategy, Management, Sales, Market Research, Entrepreneurship, Retail, Customer Satisfaction, Team Management, Time Management, Copywriting, Event Planning, Small Business, Social Networking, Social Media Marketing, Customer Service, Financial Services, Event Management, Microsoft Office, TQM, Social Media, Training, Public Speaking, Team Building, Budgets, Leadership Development, Cold Calling, PowerPoint, Organizational..., Outlook, Coaching, Strategic Planning, Nonprofits, Microsoft Excel, Analysis, Business Development, Recruiting, Strategy, New Business Development, Finance, Fundraising, Human Resources, Public Relations, Employee Benefits
Education
Nova Southeastern University 2005 — 2007
MBA, Marketing & Strategic Analysis
University of Central Florida 1997 — 2002
Bachelor of Arts, Organizational Communication
Investacorp, Inc. April 2011 - Present
Summit Brokerage Services May 2010 - April 2011
Everglades University May 2009 - December 2010
Polo Ralph Lauren February 2008 - December 2008
Ballard Designs August 2007 - January 2008
Big Nutrition April 2007 - August 2007
Viktoria's Catering March 2005 - August 2007
Skills
Leadership, Marketing, Marketing Strategy, Management, Sales, Market Research, Entrepreneurship, Retail, Customer Satisfaction, Team Management, Time Management, Copywriting, Event Planning, Small Business, Social Networking, Social Media Marketing, Customer Service, Financial Services, Event Management, Microsoft Office, TQM, Social Media, Training, Public Speaking, Team Building, Budgets, Leadership Development, Cold Calling, PowerPoint, Organizational..., Outlook, Coaching, Strategic Planning, Nonprofits, Microsoft Excel, Analysis, Business Development, Recruiting, Strategy, New Business Development, Finance, Fundraising, Human Resources, Public Relations, Employee Benefits
Education
Nova Southeastern University 2005 — 2007
MBA, Marketing & Strategic Analysis
University of Central Florida 1997 — 2002
Bachelor of Arts, Organizational Communication
Brian Kovener, MBA's Investacorp, Inc. Experience January 2011 - Present
Job Director of Recruiting at Investacorp, Inc.
Industry Financial Services
Experience
Investacorp, Inc. January 2011 - Present
Summit Brokerage Services September 2009 - January 2011
LPL Financial January 2009 - September 2009
Mutual Service Corporation 2006 - 2009
Morgan Stanley May 2005 - August 2006
Skills
Social Networking, Recruitment/Retention, New Business Development, Customer Relations, Cold Calling, Time Management, Health, Business Development, Customer Service, Public Speaking, Marketing Strategy, Brand Development, Finance, Contract Negotiation, Team Leadership, Leadership, Recruiting, Marketing, Customer Satisfaction, Social Media Marketing, Management, Sales, Financial Services, Strategy, Entrepreneurship, Securities, Training, Coaching, Sales Operations, Portfolio Management, Strategic Financial..., Small Business, Series 7, Wealth Management, Series 63, Retirement Planning, Asset Allocation, Investments, Series 24, Financial Advisory, Mutual Funds, Investment Advisory, 401k, FINRA, Competitive Analysis, Retirement, Fixed Annuities, Uniform Combined State..., Series 6, Asset Management
Education
Florida Atlantic University 2003 — 2005
MBA, Sports Management
University of Central Florida 1998 — 2003
BSBA, Marketing
Investacorp, Inc. January 2011 - Present
Summit Brokerage Services September 2009 - January 2011
LPL Financial January 2009 - September 2009
Mutual Service Corporation 2006 - 2009
Morgan Stanley May 2005 - August 2006
Skills
Social Networking, Recruitment/Retention, New Business Development, Customer Relations, Cold Calling, Time Management, Health, Business Development, Customer Service, Public Speaking, Marketing Strategy, Brand Development, Finance, Contract Negotiation, Team Leadership, Leadership, Recruiting, Marketing, Customer Satisfaction, Social Media Marketing, Management, Sales, Financial Services, Strategy, Entrepreneurship, Securities, Training, Coaching, Sales Operations, Portfolio Management, Strategic Financial..., Small Business, Series 7, Wealth Management, Series 63, Retirement Planning, Asset Allocation, Investments, Series 24, Financial Advisory, Mutual Funds, Investment Advisory, 401k, FINRA, Competitive Analysis, Retirement, Fixed Annuities, Uniform Combined State..., Series 6, Asset Management
Education
Florida Atlantic University 2003 — 2005
MBA, Sports Management
University of Central Florida 1998 — 2003
BSBA, Marketing
Ian James Ian James's Investacorp, Inc. Experience July 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Investacorp, Inc. July 2014 - Present
Capital Financial Group, LLC January 2007 - Present
Summit Brokerage Services, Inc. October 2011 - July 2014
Edward Jones July 1996 - January 2007
MetLife January 1995 - July 1996
Skills
Financial Advisory, Retirement Planning, Independent Financial..., Life Insurance, Mutual Funds, Retirement Plan..., 401k Rollovers, Stock Market, Stockbroking, Equity Indexed Annuities, Variable Annuities, Fixed Annuities, Cd, Municipal Bonds, REIT, IRAs, Roth IRA, Traditional IRA, Self Directed IRA, Estate Planning, Personal Financial..., Investments, Strategic Financial..., Portfolio Management, Financial Planners, Investment Advisory, Series 63, Series 7, Retirement, Investment Strategies, ETFs, Series 24, Wealth Management, Securities, Series 6, Wealth, Long Term Care Insurance, Finance, Series 65, Alternative Investments, Investment Management, Asset Management, Life, Fixed Income, Financial Services, Investment Advisory..., Savings, High Net Worth..., Income Protection, Saving for Education
Education
Louisiana State University 2000 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
University of Idaho 1989 — 1994
Bachelor of Science (B.S.), Political Science and Government
Investacorp, Inc. July 2014 - Present
Capital Financial Group, LLC January 2007 - Present
Summit Brokerage Services, Inc. October 2011 - July 2014
Edward Jones July 1996 - January 2007
MetLife January 1995 - July 1996
Skills
Financial Advisory, Retirement Planning, Independent Financial..., Life Insurance, Mutual Funds, Retirement Plan..., 401k Rollovers, Stock Market, Stockbroking, Equity Indexed Annuities, Variable Annuities, Fixed Annuities, Cd, Municipal Bonds, REIT, IRAs, Roth IRA, Traditional IRA, Self Directed IRA, Estate Planning, Personal Financial..., Investments, Strategic Financial..., Portfolio Management, Financial Planners, Investment Advisory, Series 63, Series 7, Retirement, Investment Strategies, ETFs, Series 24, Wealth Management, Securities, Series 6, Wealth, Long Term Care Insurance, Finance, Series 65, Alternative Investments, Investment Management, Asset Management, Life, Fixed Income, Financial Services, Investment Advisory..., Savings, High Net Worth..., Income Protection, Saving for Education
Education
Louisiana State University 2000 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
University of Idaho 1989 — 1994
Bachelor of Science (B.S.), Political Science and Government
Tammie Perkins-Williams Tammie Perkins-Williams's Investacorp, Inc. Experience July 1987 - October 1991
Job SelfEmployed Business Administrative Referral Network Professional; Personal Assistant, Property Manager
Industry Real Estate
Experience
P.S.E.,LLC July 2003 - Present
Coldwell Banker Commercial TEC Realtors November 2011 - October 2013
DKA Four, LLC dba-Lake Haven & Riverside Court Apartments January 2008 - February 2010
Latter & Blum August 2004 - January 2009
Marchand Consulting 2003 - 2007
Orion Refinery 1998 - 2003
Volunteers of America May 1994 - January 1999
Investacorp, Inc. July 1987 - October 1991
Investacorp, Inc. 1987 - October 1991
Skills
Asset Management, Contract Negotiation, Customer Service, Event Management, Event Planning, Finance, First Time Home Buyers, Leases, Listings, Management, Microsoft Excel, Microsoft Office, New Business Development, Property Management
Education
Institute of Real Estate Management (IREM) 2006 — 2008
Real Estate Management
Donaldson Educational 2003 — 2003
Southern University and Agricultural and Mechanical College at Baton Rouge 1981 — 1983
Business
Florida International University - College of Business
Business
P.S.E.,LLC July 2003 - Present
Coldwell Banker Commercial TEC Realtors November 2011 - October 2013
DKA Four, LLC dba-Lake Haven & Riverside Court Apartments January 2008 - February 2010
Latter & Blum August 2004 - January 2009
Marchand Consulting 2003 - 2007
Orion Refinery 1998 - 2003
Volunteers of America May 1994 - January 1999
Investacorp, Inc. July 1987 - October 1991
Investacorp, Inc. 1987 - October 1991
Skills
Asset Management, Contract Negotiation, Customer Service, Event Management, Event Planning, Finance, First Time Home Buyers, Leases, Listings, Management, Microsoft Excel, Microsoft Office, New Business Development, Property Management
Education
Institute of Real Estate Management (IREM) 2006 — 2008
Real Estate Management
Donaldson Educational 2003 — 2003
Southern University and Agricultural and Mechanical College at Baton Rouge 1981 — 1983
Business
Florida International University - College of Business
Business
Eric Levine Eric Levine's Investacorp, Inc. Experience June 1998 - August 2011
Job President at Cape Securities
Industry Financial Services
Experience
Cape Securities, Inc September 2015 - Present
Realty Capital Securities October 2012 - September 2015
LinkedFA August 2011 - October 2012
Investacorp, Inc. June 1998 - August 2011
Investacorp, Inc. 1998 - 2010
Skills
Alternative Investments, Business Development, Due Diligence, Employee Benefits, Investment Strategies, Investments, Leadership, Mutual Funds, New Business Development, Sales, Securities, Series 63, Series 7, Wealth Management
Education
Florida Atlantic University 2005 — 2006
CFP
Eastern Connecticut State University 1982 — 1986
Political Science, History
Cape Securities, Inc September 2015 - Present
Realty Capital Securities October 2012 - September 2015
LinkedFA August 2011 - October 2012
Investacorp, Inc. June 1998 - August 2011
Investacorp, Inc. 1998 - 2010
Skills
Alternative Investments, Business Development, Due Diligence, Employee Benefits, Investment Strategies, Investments, Leadership, Mutual Funds, New Business Development, Sales, Securities, Series 63, Series 7, Wealth Management
Education
Florida Atlantic University 2005 — 2006
CFP
Eastern Connecticut State University 1982 — 1986
Political Science, History
Islen Seoane's Investacorp, Inc. Experience February 1994 - Present
Job HR Director at Investacorp, Inc.
Industry Financial Services
Experience
Investacorp February 1994 - Present
Investacorp, Inc. February 1994 - Present
Investacorp, Inc. 1994 - 2011
Investacorp, Inc. 1994 - 2011
Investacorp, Inc. 1994 - 2011
Skills
Series 7, Strategic Financial..., Employee Benefits, Wealth Management, Human Resources, Portfolio Management, Strategic Planning, Financial Advisory, Securities, Series 63, Alternative Investments, Retirement Planning, 401k, Mutual Funds, Insurance, Financial Services
Education
Nova Southeastern University 1995 — 1997
BA, Psychology
Investacorp February 1994 - Present
Investacorp, Inc. February 1994 - Present
Investacorp, Inc. 1994 - 2011
Investacorp, Inc. 1994 - 2011
Investacorp, Inc. 1994 - 2011
Skills
Series 7, Strategic Financial..., Employee Benefits, Wealth Management, Human Resources, Portfolio Management, Strategic Planning, Financial Advisory, Securities, Series 63, Alternative Investments, Retirement Planning, 401k, Mutual Funds, Insurance, Financial Services
Education
Nova Southeastern University 1995 — 1997
BA, Psychology
Inez Lipman-Richardson Inez Lipman-Richardson's Investacorp, Inc. Experience 1999 - 2001
Job Financial Advisor, Investment Advisory Representative
Industry Investment Management
Experience
Triad Advisors 2001 - Present
Investacorp, Inc. 1999 - 2001
New England Financial 1995 - 1999
Legg Mason 1992 - 1995
The Daily Record 1989 - 1991
Baltimore Business Journal 1982 - 1987
Skills
Retirement Planning, Wealth Management, Portfolio Management, Asset Management, Insurance, Series 7, Series 65, Small Business, Asset Allocation, Investment Strategies, 401k Rollovers, Strategic Planning
Education
Catonsville Community College
English
Dulaney Senior High
Academic
Triad Advisors 2001 - Present
Investacorp, Inc. 1999 - 2001
New England Financial 1995 - 1999
Legg Mason 1992 - 1995
The Daily Record 1989 - 1991
Baltimore Business Journal 1982 - 1987
Skills
Retirement Planning, Wealth Management, Portfolio Management, Asset Management, Insurance, Series 7, Series 65, Small Business, Asset Allocation, Investment Strategies, 401k Rollovers, Strategic Planning
Education
Catonsville Community College
English
Dulaney Senior High
Academic
Jerry Pivnik Jerry Pivnik's Investacorp, Inc. Experience 1984 - 1985
Job Managing Partner at The Pivnik Law Firm
Industry Law Practice
Experience
The Pivnik Law Firm June 2013 - Present
Chartwell Law Offices, LLP January 2011 - June 2013
Pivnik & Nitsche, PA 1996 - 2010
Dombroff & Gilmore 1994 - 1996
Katten Muchin & Zavis 1989 - 1994
Huges Hubbard & Reed 1987 - 1989
Thornton & Herndon 1985 - 1987
Investacorp, Inc. 1984 - 1985
Skills
Personal Injury, Product Liability, Torts, Arbitration, Employment Law, Insurance Law, Litigation, Mediation, Wrongful Death, Civil Litigation, Class Actions, Alternative Dispute..., Depositions, Appeals, Commercial Litigation, Bankruptcy, Powers of Attorney, Trial Practice, Medical Malpractice, Workers Compensation, Automobile Accidents, Litigation Management, Creditors' Rights, Construction Law, Trials, Securities Arbitration, Business Torts, Trucking Litigation, Premises Liability..., FLSA, Wrongful Termination, Non-compete Agreements, Subrogation, Disability Insurance, Whistleblower, Legal Research, Legal Writing, Courts, Liability, Personal Injury..., Aviation Law
Education
American University - Washing College of Law 1981 — 1983
JD
University of Florida 1979 — 1981
BSBA, Economics
The Pivnik Law Firm June 2013 - Present
Chartwell Law Offices, LLP January 2011 - June 2013
Pivnik & Nitsche, PA 1996 - 2010
Dombroff & Gilmore 1994 - 1996
Katten Muchin & Zavis 1989 - 1994
Huges Hubbard & Reed 1987 - 1989
Thornton & Herndon 1985 - 1987
Investacorp, Inc. 1984 - 1985
Skills
Personal Injury, Product Liability, Torts, Arbitration, Employment Law, Insurance Law, Litigation, Mediation, Wrongful Death, Civil Litigation, Class Actions, Alternative Dispute..., Depositions, Appeals, Commercial Litigation, Bankruptcy, Powers of Attorney, Trial Practice, Medical Malpractice, Workers Compensation, Automobile Accidents, Litigation Management, Creditors' Rights, Construction Law, Trials, Securities Arbitration, Business Torts, Trucking Litigation, Premises Liability..., FLSA, Wrongful Termination, Non-compete Agreements, Subrogation, Disability Insurance, Whistleblower, Legal Research, Legal Writing, Courts, Liability, Personal Injury..., Aviation Law
Education
American University - Washing College of Law 1981 — 1983
JD
University of Florida 1979 — 1981
BSBA, Economics
Dayle Scheinman, AIF® Dayle Scheinman, AIF®'s Investacorp, Inc. Experience March 2009 - June 2012
Job Retirement Plan Consultant | Helping companies effectively & effeciently manage their corporate retirement plans.
Industry Financial Services
Experience
LPL Financial July 2012 - Present
Investacorp, Inc. March 2009 - June 2012
Fidelity Investments August 2004 - February 2009
AXA Advisors April 2003 - August 2004
Mutual of Omaha May 2002 - April 2003
Skills
Pension Funds, Consulting, ERISA, 401k, Retirement, Employee Benefits, Pensions, Mutual Funds, Retirement Planning, Asset Allocation, Retirement Plan..., Defined Contribution, Defined Benefit, Profit Sharing, Fiduciary Services, ERISA 3(38) Investment..., ERISA 3(21) Fiduciary, Fiduciary, RFP experience, Investment Policy..., Corporate Governance, Advice, Executive Pay, Series 7, Series 65, Series 63, Investments, FINRA, Uniform Combined State..., Portfolio Management, Securities, Wealth Management, IRAs, Series 6, Separately Managed..., ETFs, Qualified Retirement..., Investment Advisory
Education
The University of Texas at Arlington
LPL Financial July 2012 - Present
Investacorp, Inc. March 2009 - June 2012
Fidelity Investments August 2004 - February 2009
AXA Advisors April 2003 - August 2004
Mutual of Omaha May 2002 - April 2003
Skills
Pension Funds, Consulting, ERISA, 401k, Retirement, Employee Benefits, Pensions, Mutual Funds, Retirement Planning, Asset Allocation, Retirement Plan..., Defined Contribution, Defined Benefit, Profit Sharing, Fiduciary Services, ERISA 3(38) Investment..., ERISA 3(21) Fiduciary, Fiduciary, RFP experience, Investment Policy..., Corporate Governance, Advice, Executive Pay, Series 7, Series 65, Series 63, Investments, FINRA, Uniform Combined State..., Portfolio Management, Securities, Wealth Management, IRAs, Series 6, Separately Managed..., ETFs, Qualified Retirement..., Investment Advisory
Education
The University of Texas at Arlington
Courtney Martin Courtney Martin's Investacorp, Inc. Experience 1999 - 2001
Job Director, Clinical Research Information Systems at UCLA
Industry Information Technology and Services
Experience
UCLA October 2013 - Present
UCLA June 2006 - Present
Blueprint Test Preparation February 2005 - June 2006
ConsultGal 2003 - 2006
UCLA 2001 - 2003
Investacorp, Inc. 1999 - 2001
Skills
Strategy, Data Analysis, Program Management, Project Management, Social Media, Databases, Research, Strategic Planning, Healthcare, Business Analysis, Integration, Business Intelligence, SDLC, Process Improvement, IT Strategy
Education
University of Florida 1995 — 1999
B.S., Computer Science
UCLA October 2013 - Present
UCLA June 2006 - Present
Blueprint Test Preparation February 2005 - June 2006
ConsultGal 2003 - 2006
UCLA 2001 - 2003
Investacorp, Inc. 1999 - 2001
Skills
Strategy, Data Analysis, Program Management, Project Management, Social Media, Databases, Research, Strategic Planning, Healthcare, Business Analysis, Integration, Business Intelligence, SDLC, Process Improvement, IT Strategy
Education
University of Florida 1995 — 1999
B.S., Computer Science
Christopher Boggs's Investacorp, Inc. Experience March 1999 - August 2000
Job President/CEO
Industry Education Management
Experience
labor Education June 2000 - Present
Investacorp, Inc. March 1999 - August 2000
Skills
Financial Analysis, Public Speaking, Insurance, Investments, Strategic Financial..., Leadership, Succession Planning, Strategic Planning, Team Building, Customer Service, Team Leadership, Non-profits, Teaching, Budgets, Estate Planning, Finance, Leadership Development, Nonprofits, Personal Finance, Personal Financial..., Retirement Planning, Securities, Small Business, Time Management, Wealth Accumulation, Wealth Management, Wealth Preservation..., Coaching, Management, 401k, Retirement, Financial Services, Financial Planning
Education
Northern Kentucky University 1992 — 1997
Finance, Speech-Communication
labor Education June 2000 - Present
Investacorp, Inc. March 1999 - August 2000
Skills
Financial Analysis, Public Speaking, Insurance, Investments, Strategic Financial..., Leadership, Succession Planning, Strategic Planning, Team Building, Customer Service, Team Leadership, Non-profits, Teaching, Budgets, Estate Planning, Finance, Leadership Development, Nonprofits, Personal Finance, Personal Financial..., Retirement Planning, Securities, Small Business, Time Management, Wealth Accumulation, Wealth Management, Wealth Preservation..., Coaching, Management, 401k, Retirement, Financial Services, Financial Planning
Education
Northern Kentucky University 1992 — 1997
Finance, Speech-Communication
Alberto Robles's Investacorp, Inc. Experience May 2006 - August 2006
Job Email Marketing Specialist at Systemax
Industry Financial Services
Experience
Systemax March 2015 - Present
Systemax August 2014 - March 2015
Systemax May 2014 - July 2014
Wells Fargo October 2011 - July 2013
General Insurance Consultants June 2008 - August 2010
Investacorp, Inc. May 2006 - August 2006
ASPIRA of Florida August 2003 - June 2005
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English, Budgets, Analysis, Accounting
Education
Florida International University 2013 — 2016
Finance, General
Broward College
Associate's Degree, Accounting and Finance
Systemax March 2015 - Present
Systemax August 2014 - March 2015
Systemax May 2014 - July 2014
Wells Fargo October 2011 - July 2013
General Insurance Consultants June 2008 - August 2010
Investacorp, Inc. May 2006 - August 2006
ASPIRA of Florida August 2003 - June 2005
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English, Budgets, Analysis, Accounting
Education
Florida International University 2013 — 2016
Finance, General
Broward College
Associate's Degree, Accounting and Finance
Debora Terranova's Investacorp, Inc. Experience August 2014 - Present
Job Practice Enhancement Specialist at Investacorp specializing in Relationship Building
Industry Financial Services
Experience
Investacorp, Inc. August 2014 - Present
Allgen Financial Services, Inc. January 2013 - August 2014
MassMutual Financial Group, 1999 - January 2012
MassMutual Financial Group September 2007 - March 2010
Skills
Retirement, Fixed Annuities, Employee Benefits, Finance, Long-term Care, Financial Services, Retirement Plan..., Life Insurance, Business Development, Strategic Financial..., Relationship Building, Customer Experience..., Life Insuran, Disability Insurance, Succession Planning, Investment Advisory..., Insurance Linked..., Trust Services, Insurance
Education
Florida International University 1987 — 1989
Bachelor's degree
Florida International University, BS
Bachelor of Science (B.S.)
Investacorp, Inc. August 2014 - Present
Allgen Financial Services, Inc. January 2013 - August 2014
MassMutual Financial Group, 1999 - January 2012
MassMutual Financial Group September 2007 - March 2010
Skills
Retirement, Fixed Annuities, Employee Benefits, Finance, Long-term Care, Financial Services, Retirement Plan..., Life Insurance, Business Development, Strategic Financial..., Relationship Building, Customer Experience..., Life Insuran, Disability Insurance, Succession Planning, Investment Advisory..., Insurance Linked..., Trust Services, Insurance
Education
Florida International University 1987 — 1989
Bachelor's degree
Florida International University, BS
Bachelor of Science (B.S.)
Erika Erviti-Pasos Erika Erviti-Pasos's Investacorp, Inc. Experience 2004 - 2008
Job .
Industry Accounting
Experience
Steiner Leisure Limited June 2011 - Present
Rodriguez, Trueba and Co. CPA January 2010 - August 2011
Marcum LLP October 2008 - January 2010
Investacorp, Inc. 2004 - 2008
Skills
Accounting, Auditing, Customer Service, Financial Accounting, Financial Analysis, Financial Reporting, GAAP, Internal Controls, Risk Management, SEC filings, Sarbanes-Oxley Act, CPA, General Ledger, Financial Statements, Variance Analysis
Education
Florida International University - College of Business 2007 — 2008
Master, Accounting
Miami Springs Sr High
Steiner Leisure Limited June 2011 - Present
Rodriguez, Trueba and Co. CPA January 2010 - August 2011
Marcum LLP October 2008 - January 2010
Investacorp, Inc. 2004 - 2008
Skills
Accounting, Auditing, Customer Service, Financial Accounting, Financial Analysis, Financial Reporting, GAAP, Internal Controls, Risk Management, SEC filings, Sarbanes-Oxley Act, CPA, General Ledger, Financial Statements, Variance Analysis
Education
Florida International University - College of Business 2007 — 2008
Master, Accounting
Miami Springs Sr High
Michelle Hauck Michelle Hauck's Investacorp, Inc. Experience January 1995 - May 1998
Job Certified Personnel Supervisor at ProLogistix
Industry Staffing and Recruiting
Experience
ProLogistix August 2015 - Present
The Select Family of Staffing Companies April 2014 - Present
The Select Family of Staffing Companies May 2012 - April 2014
Remedy Intelligent Staffing 2012 - 2012
MC Assembly October 2007 - December 2011
MC Assembly October 2005 - October 2007
MC Assembly May 2001 - October 2005
Florida Moving Systems / Florida Distribution Systems June 1998 - April 2001
Investacorp, Inc. January 1995 - May 1998
Skills
Abra, Kronos, Microsoft Office 2010, Onboarding, Talent Acquisition, Employee Relations, Microsoft Excel, Employee Benefits, Temporary Staffing, Outlook, Recruiting, Interviews, Human Resources, Workers Compensation, Software Documentation, Applicant Tracking..., Office 2010, Performance Management, Sourcing, New Hire Orientations, Benefits Administration, Temporary Placement, Staffing Services, ADP Payroll, Payroll, Hiring, Resume Writing, Job Descriptions, Job Fairs, FMLA, Internet Recruiting, Screening, Deferred Compensation, Background Checks, Recruitment Advertising, Benefits Negotiation, Screening Resumes, Talent Management, Career Development, Employee Training, Workforce Planning, Contract Recruitment, Technical Recruiting, Executive Search, PeopleSoft, Customer Service, Training, Management, Microsoft Office
Education
Palm Beach State College 2014 — 2017
Associate of Arts (A.A.), General Studies
Palm Beach State College 2012 — 2016
Associate of Science (AS), Office Administration
Palm Beach State College 2010 — 2015
Technical Certificate, Office Administration - Office Specialist
Palm Beach State College 2012 — 2014
Technical Certificate, Office Administration - Office Support
Eastern Florida State College 2010 — 2011
Associates of Science, Office Administration
Monsignor Edward Pace High School 1987 — 1991
High School Diploma, General
ProLogistix August 2015 - Present
The Select Family of Staffing Companies April 2014 - Present
The Select Family of Staffing Companies May 2012 - April 2014
Remedy Intelligent Staffing 2012 - 2012
MC Assembly October 2007 - December 2011
MC Assembly October 2005 - October 2007
MC Assembly May 2001 - October 2005
Florida Moving Systems / Florida Distribution Systems June 1998 - April 2001
Investacorp, Inc. January 1995 - May 1998
Skills
Abra, Kronos, Microsoft Office 2010, Onboarding, Talent Acquisition, Employee Relations, Microsoft Excel, Employee Benefits, Temporary Staffing, Outlook, Recruiting, Interviews, Human Resources, Workers Compensation, Software Documentation, Applicant Tracking..., Office 2010, Performance Management, Sourcing, New Hire Orientations, Benefits Administration, Temporary Placement, Staffing Services, ADP Payroll, Payroll, Hiring, Resume Writing, Job Descriptions, Job Fairs, FMLA, Internet Recruiting, Screening, Deferred Compensation, Background Checks, Recruitment Advertising, Benefits Negotiation, Screening Resumes, Talent Management, Career Development, Employee Training, Workforce Planning, Contract Recruitment, Technical Recruiting, Executive Search, PeopleSoft, Customer Service, Training, Management, Microsoft Office
Education
Palm Beach State College 2014 — 2017
Associate of Arts (A.A.), General Studies
Palm Beach State College 2012 — 2016
Associate of Science (AS), Office Administration
Palm Beach State College 2010 — 2015
Technical Certificate, Office Administration - Office Specialist
Palm Beach State College 2012 — 2014
Technical Certificate, Office Administration - Office Support
Eastern Florida State College 2010 — 2011
Associates of Science, Office Administration
Monsignor Edward Pace High School 1987 — 1991
High School Diploma, General
Carlo Bidone's Investacorp, Inc. Experience July 1996 - July 2002
Job Senior VP/ Branch Development at Kovack Securities
Industry Financial Services
Experience
Kovack Securities July 2002 - Present
Kovack Securities 2002 - 2010
Investacorp, Inc. July 1996 - July 2002
DIA Financial March 1991 - April 1996
Skills
National Accounts, Branch Management, Due Diligence, Compliance, Traders, Operations, Recruitment/Retention, Executive Management, Mutual Funds, Series 7, Securities, Series 24
Education
Florida International University 1988 — 1991
Bachelor of Arts (BA)
Florida International University 1987 — 1991
Bachelor of Science (BS)
University of Miami 1987 — 1991
University of Miami 1986 — 1991
Political Science
Kovack Securities July 2002 - Present
Kovack Securities 2002 - 2010
Investacorp, Inc. July 1996 - July 2002
DIA Financial March 1991 - April 1996
Skills
National Accounts, Branch Management, Due Diligence, Compliance, Traders, Operations, Recruitment/Retention, Executive Management, Mutual Funds, Series 7, Securities, Series 24
Education
Florida International University 1988 — 1991
Bachelor of Arts (BA)
Florida International University 1987 — 1991
Bachelor of Science (BS)
University of Miami 1987 — 1991
University of Miami 1986 — 1991
Political Science
Pete Pecci Pete Pecci's Investacorp, Inc. Experience February 2007 - July 2010
Job Registered Principal, Personal Financial Advisor at Money Armour, LLC.
Industry Financial Services
Experience
Money Armour, LLC. May 2015 - Present
Vertical Capital Markets Group, LLC January 2015 - May 2015
Kovack Securities October 2010 - November 2014
Investacorp, Inc. February 2007 - July 2010
SunTrust Investment Services June 2003 - January 2007
Bank of America March 2002 - June 2003
Franklin Templeton Investments March 1993 - February 2002
Skills
Series 6, 7, 24, 63, 65..., Mutual Funds, Investments, Series 7, Alternative Investments, Wealth Management, Series 63, Investment Advisory, Asset Management, Securities, Retirement Planning
Education
University of South Florida 1988 — 1993
Bachelor of Science (B.S.), Finance, General
Money Armour, LLC. May 2015 - Present
Vertical Capital Markets Group, LLC January 2015 - May 2015
Kovack Securities October 2010 - November 2014
Investacorp, Inc. February 2007 - July 2010
SunTrust Investment Services June 2003 - January 2007
Bank of America March 2002 - June 2003
Franklin Templeton Investments March 1993 - February 2002
Skills
Series 6, 7, 24, 63, 65..., Mutual Funds, Investments, Series 7, Alternative Investments, Wealth Management, Series 63, Investment Advisory, Asset Management, Securities, Retirement Planning
Education
University of South Florida 1988 — 1993
Bachelor of Science (B.S.), Finance, General
Napoleon C. Birch Jr.'s Investacorp, Inc. Experience March 1995 - September 2001
Job FINANCE / INVESTMENT BANKING / INSURANCE / CHARITABLE GIFTS
Industry Financial Services
Experience
VillageDirect.Org January 2007 - September 2011
Self Employed September 2001 - December 2007
Global 2000 (2010) International August 2005 - July 2007
Pryor Counts & Co Inc. January 2002 - May 2002
National Life of Vermont (National Life Insurance Company) April 1997 - September 2001
Investacorp, Inc. March 1995 - September 2001
Janney Montgomery Scott, LLC February 1993 - March 1995
First Albany Corporation (Broadpoint) January 1991 - February 1993
McLaughlin, Piven, Vogel Securities, Inc. January 1989 - December 1990
Education
SABBATICAL JOURNEY 2011 — 2015
Self Education - Life
Penn State University 1984 — 1988
B.Sc.
VillageDirect.Org January 2007 - September 2011
Self Employed September 2001 - December 2007
Global 2000 (2010) International August 2005 - July 2007
Pryor Counts & Co Inc. January 2002 - May 2002
National Life of Vermont (National Life Insurance Company) April 1997 - September 2001
Investacorp, Inc. March 1995 - September 2001
Janney Montgomery Scott, LLC February 1993 - March 1995
First Albany Corporation (Broadpoint) January 1991 - February 1993
McLaughlin, Piven, Vogel Securities, Inc. January 1989 - December 1990
Education
SABBATICAL JOURNEY 2011 — 2015
Self Education - Life
Penn State University 1984 — 1988
B.Sc.
Valerie Hobbie Valerie Hobbie's Investacorp, Inc. Experience 2001 - 2006
Job Contract Recruiter at LegalZoom
Industry Information Technology and Services
Experience
LegalZoom June 2015 - Present
AppleOne Employment Services November 2014 - April 2015
Career Strategies July 2013 - October 2014
iSpace April 2011 - July 2013
Guidance Software January 2011 - April 2011
Robert Half Technology 2009 - 2011
Weichert Realtors 2006 - 2009
Investacorp, Inc. 2001 - 2006
Interim Technology 1997 - 2001
Skills
Applicant Tracking..., Account Management, Temporary Placement, Leadership, Technical Recruiting, Process Improvement, Program Management, Project Management, Vendor Management, Financial Services, Team Building, Negotiation, Business Intelligence, Benefits Negotiation, College Recruiting, Recruiting, Analytics, Outsourcing, Employee Relations, Talent Acquisition, Performance Management, Cold Calling, Onboarding, SDLC, Management, Contract Negotiation, Sales, Human Resources, Networking, Staffing Services, Temporary Staffing, CRM, Internet Recruiting, Screening, Interviews, Contract Recruitment, Sourcing, Consulting, Business Analysis, SaaS, Business Development, Change Management, Information Technology, Organizational..., Strategy, Enterprise Software, Executive Search, Training, Team Leadership, Salesforce.com
Education
University of Florida
LegalZoom June 2015 - Present
AppleOne Employment Services November 2014 - April 2015
Career Strategies July 2013 - October 2014
iSpace April 2011 - July 2013
Guidance Software January 2011 - April 2011
Robert Half Technology 2009 - 2011
Weichert Realtors 2006 - 2009
Investacorp, Inc. 2001 - 2006
Interim Technology 1997 - 2001
Skills
Applicant Tracking..., Account Management, Temporary Placement, Leadership, Technical Recruiting, Process Improvement, Program Management, Project Management, Vendor Management, Financial Services, Team Building, Negotiation, Business Intelligence, Benefits Negotiation, College Recruiting, Recruiting, Analytics, Outsourcing, Employee Relations, Talent Acquisition, Performance Management, Cold Calling, Onboarding, SDLC, Management, Contract Negotiation, Sales, Human Resources, Networking, Staffing Services, Temporary Staffing, CRM, Internet Recruiting, Screening, Interviews, Contract Recruitment, Sourcing, Consulting, Business Analysis, SaaS, Business Development, Change Management, Information Technology, Organizational..., Strategy, Enterprise Software, Executive Search, Training, Team Leadership, Salesforce.com
Education
University of Florida
Norberto Carbonell's Investacorp, Inc. Experience September 2012 - June 2013
Job
Industry Computer Software
Experience
Brightstar August 2013 - Present
Investacorp, Inc. September 2012 - June 2013
Emerson Network Power June 2006 - August 2012
TODO1 Services June 2004 - June 2006
Skills
Agile Methodologies, Java, XML, Web Services, SQL, JSP, Oracle, Software Development, Linux, JavaScript, Web Applications, UML, HTML, Databases, Tomcat, Spring, Software Engineering, EJB, Ant, Subversion, CSS, Quality Assurance, Java Enterprise Edition, Integration, REST, SOAP, Weblogic, Servlets, Struts, Maven, Scrum, Hibernate, Software Design, JDBC, JUnit, JMS, CVS, Eclipse, Object Oriented Design, JBoss Application Server, JSON, J2EE Application..., Unix, Programming, Design Patterns, OOP, SDLC, AJAX, PL/SQL, Spring Framework
Education
Florida International University
MS, Management Information Systems
Florida International University 2000 — 2003
BS, Computer Science
Miami Dade College 1999 — 2000
AA, Computer Science
CUJAE 1993 — 1995
Ingeniería Mecánica
Brightstar August 2013 - Present
Investacorp, Inc. September 2012 - June 2013
Emerson Network Power June 2006 - August 2012
TODO1 Services June 2004 - June 2006
Skills
Agile Methodologies, Java, XML, Web Services, SQL, JSP, Oracle, Software Development, Linux, JavaScript, Web Applications, UML, HTML, Databases, Tomcat, Spring, Software Engineering, EJB, Ant, Subversion, CSS, Quality Assurance, Java Enterprise Edition, Integration, REST, SOAP, Weblogic, Servlets, Struts, Maven, Scrum, Hibernate, Software Design, JDBC, JUnit, JMS, CVS, Eclipse, Object Oriented Design, JBoss Application Server, JSON, J2EE Application..., Unix, Programming, Design Patterns, OOP, SDLC, AJAX, PL/SQL, Spring Framework
Education
Florida International University
MS, Management Information Systems
Florida International University 2000 — 2003
BS, Computer Science
Miami Dade College 1999 — 2000
AA, Computer Science
CUJAE 1993 — 1995
Ingeniería Mecánica
Tom Schmuki's Investacorp, Inc. Experience 1996 - 2006
Job Assistant Vice President Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge October 2011 - Present
Morgan Stanley Smith Barney November 2010 - October 2011
Morgan Stanley Smith Barney March 2007 - February 2010
IRT 1996 - 2006
Investacorp, Inc. 1996 - 2006
Smith Barney, Harris, Upham, Incorporated January 1981 - January 1985
Education
Brigham Young University 1973 — 1979
BS, Accounting and Economics
Merrill Edge October 2011 - Present
Morgan Stanley Smith Barney November 2010 - October 2011
Morgan Stanley Smith Barney March 2007 - February 2010
IRT 1996 - 2006
Investacorp, Inc. 1996 - 2006
Smith Barney, Harris, Upham, Incorporated January 1981 - January 1985
Education
Brigham Young University 1973 — 1979
BS, Accounting and Economics
Chris Yarosh's Investacorp, Inc. Experience June 2009 - June 2014
Job Regional Vice President at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2014 - Present
Investacorp, Inc. June 2009 - June 2014
Old Mutual (Bermuda) Ltd. January 2005 - June 2009
Nationwide Financial June 2000 - December 2005
Franklin Templeton Investments September 1998 - May 2000
Skills
Strategic Partnerships, Mutual Funds, Financial Services, Sales, Business Development, Insurance, Sales Operations, Investments, Series 7, Fixed Annuities, Financial Planning, Finance
Education
University of Florida - Warrington College Of Business 1993 — 1997
B.S., Finance & Insurance
Sun Life Financial June 2014 - Present
Investacorp, Inc. June 2009 - June 2014
Old Mutual (Bermuda) Ltd. January 2005 - June 2009
Nationwide Financial June 2000 - December 2005
Franklin Templeton Investments September 1998 - May 2000
Skills
Strategic Partnerships, Mutual Funds, Financial Services, Sales, Business Development, Insurance, Sales Operations, Investments, Series 7, Fixed Annuities, Financial Planning, Finance
Education
University of Florida - Warrington College Of Business 1993 — 1997
B.S., Finance & Insurance
Jerry Warrick's Investacorp, Inc. Experience September 1989 - March 1994
Job Referral Agent at Weichert Realtors
Industry Real Estate
Experience
Weichert Realtors December 1998 - Present
Investors Capital March 1994 - September 2001
Investacorp, Inc. September 1989 - March 1994
Prudential Financial September 1988 - September 1989
Allied Beverage Group September 1987 - September 1988
Skills
Sellers, Waterfront, Buyer Representation, Real Estate, Relocation, Referrals, Acreage, Condos, Mortgage Lending, Townhomes, Real Estate Transactions, Investment Properties, Foreclosures, Short Sales, Single Family Homes, New Home Sales, Investors, Seniors, ABR, Property, Marketing, Resellers, Listings, First Time Home Buyers, Buyers, New Homes, REO, Property Management, Leases, Selling, Vacation Homes, FHA, Move Up Buyers, Sales, Real Estate Development, Real Property, Commercial Real Estate, Relocation Buyers, Investments, Real Estate License, Tenant, Home Staging, Rentals, HUD, Brokerage, Residential Homes, Luxury, SFR, Real Estate Financing, e-PRO
Education
College for Financial Planning 1990 — 1992
Financial Planning and Services
County College of Morris 1974 — 1975
Morristown High School 1972 — 1974
HS graduation, College/University Preparatory and Advanced High School/Secondary Diploma Program
Weichert Realtors December 1998 - Present
Investors Capital March 1994 - September 2001
Investacorp, Inc. September 1989 - March 1994
Prudential Financial September 1988 - September 1989
Allied Beverage Group September 1987 - September 1988
Skills
Sellers, Waterfront, Buyer Representation, Real Estate, Relocation, Referrals, Acreage, Condos, Mortgage Lending, Townhomes, Real Estate Transactions, Investment Properties, Foreclosures, Short Sales, Single Family Homes, New Home Sales, Investors, Seniors, ABR, Property, Marketing, Resellers, Listings, First Time Home Buyers, Buyers, New Homes, REO, Property Management, Leases, Selling, Vacation Homes, FHA, Move Up Buyers, Sales, Real Estate Development, Real Property, Commercial Real Estate, Relocation Buyers, Investments, Real Estate License, Tenant, Home Staging, Rentals, HUD, Brokerage, Residential Homes, Luxury, SFR, Real Estate Financing, e-PRO
Education
College for Financial Planning 1990 — 1992
Financial Planning and Services
County College of Morris 1974 — 1975
Morristown High School 1972 — 1974
HS graduation, College/University Preparatory and Advanced High School/Secondary Diploma Program
Francine Styles's Investacorp, Inc. Experience September 1999 - October 2000
Job
Industry Transportation/Trucking/Railroad
Experience
Community Action Committee of Lehigh Valley June 2011 - February 2013
The Investment Center, Inc. November 2000 - January 2009
Investacorp, Inc. September 1999 - October 2000
Cal Fed Investments 1999 - 1999
Ascend Financial Service, Inc. - 1997 - 1999
Equity Services, Inc.- National Life of Vermont 1996 - 1997
Red Lion’s Sacramento Inn 1994 - 1996
Fountain Suites Hotel 1990 - 1992
Skills
Accounting, Strategic Planning, Management, Compliance, Finance, Training, Investments, Project Planning, Auditing, Change Management, Vendor Management, Project Management, Budgets, Financial Analysis, Financial Reporting, Strategic Financial..., Business Planning, Analysis, Policy, Leadership, Data Analysis, Operations Management, Strategy, Forecasting, Team Building, Start-ups, Executive Management, Risk Management, Process Improvement, Mergers & Acquisitions, Entrepreneurship, Organizational..., Management Consulting, Business Strategy, Negotiation, Small Business, Program Management, Customer Service, Nonprofits, Financial Modeling
Education
Colorado State University 2009 — 2011
MBA
California State University-Sacramento 1991 — 1994
B.S., Real Estate Land Use Affairs
Community Action Committee of Lehigh Valley June 2011 - February 2013
The Investment Center, Inc. November 2000 - January 2009
Investacorp, Inc. September 1999 - October 2000
Cal Fed Investments 1999 - 1999
Ascend Financial Service, Inc. - 1997 - 1999
Equity Services, Inc.- National Life of Vermont 1996 - 1997
Red Lion’s Sacramento Inn 1994 - 1996
Fountain Suites Hotel 1990 - 1992
Skills
Accounting, Strategic Planning, Management, Compliance, Finance, Training, Investments, Project Planning, Auditing, Change Management, Vendor Management, Project Management, Budgets, Financial Analysis, Financial Reporting, Strategic Financial..., Business Planning, Analysis, Policy, Leadership, Data Analysis, Operations Management, Strategy, Forecasting, Team Building, Start-ups, Executive Management, Risk Management, Process Improvement, Mergers & Acquisitions, Entrepreneurship, Organizational..., Management Consulting, Business Strategy, Negotiation, Small Business, Program Management, Customer Service, Nonprofits, Financial Modeling
Education
Colorado State University 2009 — 2011
MBA
California State University-Sacramento 1991 — 1994
B.S., Real Estate Land Use Affairs
William Ferri's Investacorp, Inc. Experience 1997 - 1999
Job Senior Developer / Tech Lead at WebLinc
Industry Information Technology and Services
Experience
WebLinc September 2010 - Present
Snackable Media August 2008 - September 2010
Nova Southeastern University October 1999 - 2008
Investacorp, Inc. 1997 - 1999
Skills
ColdFusion, Microsoft SQL Server, Web Development, SQL, IIS, T-SQL, Databases, Database Design, E-commerce, Git, Subversion, JSON, MySQL, Linux, Apache, Unix, Web Applications, SDLC, OOP, Ruby on Rails, Software Development, REST, Java, Agile Methodologies, Web Services, XML, Software Engineering, Programming, JIRA, Software Design, AJAX, CSS, JavaScript, Scrum, jQuery, HTML 5, HTML, MongoDB, Oracle, MVC, Visual Studio, Ruby
Education
Nova Southeastern University 2003 — 2005
M.S., Computer Science
WebLinc September 2010 - Present
Snackable Media August 2008 - September 2010
Nova Southeastern University October 1999 - 2008
Investacorp, Inc. 1997 - 1999
Skills
ColdFusion, Microsoft SQL Server, Web Development, SQL, IIS, T-SQL, Databases, Database Design, E-commerce, Git, Subversion, JSON, MySQL, Linux, Apache, Unix, Web Applications, SDLC, OOP, Ruby on Rails, Software Development, REST, Java, Agile Methodologies, Web Services, XML, Software Engineering, Programming, JIRA, Software Design, AJAX, CSS, JavaScript, Scrum, jQuery, HTML 5, HTML, MongoDB, Oracle, MVC, Visual Studio, Ruby
Education
Nova Southeastern University 2003 — 2005
M.S., Computer Science
Peggy L. Hall-Davenport, CFP®'s Investacorp, Inc. Experience December 1988 - October 1990
Job Raymond James Financial Services, Inc., member, FINRA/SIPC,
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC October 1990 - Present
Investacorp, Inc. December 1988 - October 1990
Skills
Retirement Planning, Strategic Financial..., Retirement, Wealth Management, Series 7, Investment Advisory, Estate Planning, Investments, Asset Allocation, Financial Advisory, Fixed Annuities, 401k, Investment Strategies, Portfolio Management, Insurance
Education
Cleary University
BA, magna cum laude, Business
College for Financial Planning 1983 — 1984
CERTIFIED FINANCIAL PLANNER™, Financial Planning
Clarenceville High School 1966 — 1970
H.S. Diploma, College Prep
Raymond James Financial Services, Inc. Member FINRA/SIPC October 1990 - Present
Investacorp, Inc. December 1988 - October 1990
Skills
Retirement Planning, Strategic Financial..., Retirement, Wealth Management, Series 7, Investment Advisory, Estate Planning, Investments, Asset Allocation, Financial Advisory, Fixed Annuities, 401k, Investment Strategies, Portfolio Management, Insurance
Education
Cleary University
BA, magna cum laude, Business
College for Financial Planning 1983 — 1984
CERTIFIED FINANCIAL PLANNER™, Financial Planning
Clarenceville High School 1966 — 1970
H.S. Diploma, College Prep
Tina Boileau's Investacorp, Inc. Experience April 1986 - January 1992
Job tutor at Normand Boileau PA
Industry Education Management
Experience
Normand Boileau PA Insurance CoordinatorInvestacorp, Inc.April 1986 - January 1992
Investacorp, Inc. April 1986 - January 1992
Education
University of North Carolina at Asheville 1981 — 1983
Business
University of North Carolina at Wilmington 1979 — 1981
communications
Normand Boileau PA Insurance CoordinatorInvestacorp, Inc.April 1986 - January 1992
Investacorp, Inc. April 1986 - January 1992
Education
University of North Carolina at Asheville 1981 — 1983
Business
University of North Carolina at Wilmington 1979 — 1981
communications
Mitchell Oppenheim's Investacorp, Inc. Experience October 1989 - December 2011
Job Video Editor
Industry Broadcast Media
Experience
CBS News 2010 - Present
CBS News 1980 - Present
Investacorp, Inc. October 1989 - December 2011
Sundance Film Festival 2011 - 2011
CBS 1975 - 1980
Skills
Non-linear Editing, Final Cut Pro, Video Editing, DVD Studio Pro, Television, Screenwriting, DVD authoring, Documentaries, Avid, Producing, Avid Media Composer, Broadcast, Video Production, Avid Interplay Capture, ISIS, Avid Capture Manager, Post Production, Digital Video, Broadcast Television, Final Cut Studio, HD Video, Broadcast Journalism, New Media, Editing, Radio, Stock Market, Mutual Funds, Technical Analysis, Investment Portfolio, Asset Allocation, Digital Media, Video, Media Production, Final Draft, Stock Broker, News Writing, Journalism, Breaking News, Storytelling, Avid Newscutter, Field Producing, After Effects, Camera, Entertainment, Film Production, ENPS, Audio Editing, Camera Operating, Steadicam JR
Education
Penn State University 1971 — 1975
B.A., Theatre, Film and Television
CBS News 2010 - Present
CBS News 1980 - Present
Investacorp, Inc. October 1989 - December 2011
Sundance Film Festival 2011 - 2011
CBS 1975 - 1980
Skills
Non-linear Editing, Final Cut Pro, Video Editing, DVD Studio Pro, Television, Screenwriting, DVD authoring, Documentaries, Avid, Producing, Avid Media Composer, Broadcast, Video Production, Avid Interplay Capture, ISIS, Avid Capture Manager, Post Production, Digital Video, Broadcast Television, Final Cut Studio, HD Video, Broadcast Journalism, New Media, Editing, Radio, Stock Market, Mutual Funds, Technical Analysis, Investment Portfolio, Asset Allocation, Digital Media, Video, Media Production, Final Draft, Stock Broker, News Writing, Journalism, Breaking News, Storytelling, Avid Newscutter, Field Producing, After Effects, Camera, Entertainment, Film Production, ENPS, Audio Editing, Camera Operating, Steadicam JR
Education
Penn State University 1971 — 1975
B.A., Theatre, Film and Television
Sunil Manoharan's Investacorp, Inc. Experience October 2006 - Present
Job Technical Team Lead / Sr. Java Developer at Investacorp, Inc.
Industry Financial Services
Experience
Investacorp, Inc. October 2006 - Present
NeoMedia Technologies September 2005 - October 2006
Advanced Software Systems April 2004 - August 2005
Scanbuy January 2004 - March 2004
Skills
Hibernate, Spring, Java, SQL, jQuery, Tapestry, XML, J2EE, Eclipse, AJAX, Hudson, JDBC, Servlets, JSP, Struts, Java Enterprise Edition, JSF, SDLC, Ant, Tomcat, Maven, Weblogic, CVS, Spring Framework
Education
New Jersey Institute of Technology 2002 — 2003
Masters, Computer Science
Maulana Azad National Institute of Technology 1998 — 2002
Bachelors, Computer Science & Engineering
Investacorp, Inc. October 2006 - Present
NeoMedia Technologies September 2005 - October 2006
Advanced Software Systems April 2004 - August 2005
Scanbuy January 2004 - March 2004
Skills
Hibernate, Spring, Java, SQL, jQuery, Tapestry, XML, J2EE, Eclipse, AJAX, Hudson, JDBC, Servlets, JSP, Struts, Java Enterprise Edition, JSF, SDLC, Ant, Tomcat, Maven, Weblogic, CVS, Spring Framework
Education
New Jersey Institute of Technology 2002 — 2003
Masters, Computer Science
Maulana Azad National Institute of Technology 1998 — 2002
Bachelors, Computer Science & Engineering
Curt Knapp's Investacorp, Inc. Experience August 1989 - Present
Job Due Diligence Director/Director of Financial Planning at Investacorp, Inc
Industry Financial Services
Experience
Investacorp, Inc. August 1989 - Present
Investacorp, Inc August 1989 - Present
Skills
Strategic Financial..., Investment Advisory, Securities, Financial Advisory, Due Diligence, Series 7, Retirement Planning, Certified Financial..., Financial Services, FINRA, Wealth Management, Investments, Series 63, Asset Allocation, Mutual Funds, Alternative Investments, Asset Management, Portfolio Management, Investment Strategies, Retirement, Financial Analysis, Strategic Planning, Finance, Insurance, Financial Planning
Education
College of Financial Planning
CFP, Financial Planning
Ball State University 1975 — 1978
Accounting
Investacorp, Inc. August 1989 - Present
Investacorp, Inc August 1989 - Present
Skills
Strategic Financial..., Investment Advisory, Securities, Financial Advisory, Due Diligence, Series 7, Retirement Planning, Certified Financial..., Financial Services, FINRA, Wealth Management, Investments, Series 63, Asset Allocation, Mutual Funds, Alternative Investments, Asset Management, Portfolio Management, Investment Strategies, Retirement, Financial Analysis, Strategic Planning, Finance, Insurance, Financial Planning
Education
College of Financial Planning
CFP, Financial Planning
Ball State University 1975 — 1978
Accounting
Silvio Pino's Investacorp, Inc. Experience January 2012 - February 2014
Job Web/Graphic Designer at Investacorp, Inc.
Industry Retail
Experience
Memorial Healthcare System October 2014 - October 2014
Skypatrol LLC July 2014 - September 2014
Ultimate User Experience May 2014 - July 2014
Investacorp, Inc. January 2012 - February 2014
Fox-Mar Photography August 2006 - November 2011
Fox-Mar Photography January 2006 - January 2011
En Technologies, Inc January 2006 - January 2006
StartCore, Inc January 2005 - January 2006
Intermakers, Inc January 2004 - January 2005
Skills
CSS, HTML, jQuery, JavaScript, ImageReady, Flash, Adobe Creative Suite, Layout, User Interface Design, Wireframes, User Experience Design, Adobe Fireworks, Graphics, HTML 5, HTML5
Education
American InterContinental University 2003 — 2005
Bachelor of Arts (B.A.), Design and Visual Communications, General, 3.6
American InterContinental University 2003 — 2005
B.A, Visual Communication
Florida National College 2001 — 2003
A.S, Computer Programming
Memorial Healthcare System October 2014 - October 2014
Skypatrol LLC July 2014 - September 2014
Ultimate User Experience May 2014 - July 2014
Investacorp, Inc. January 2012 - February 2014
Fox-Mar Photography August 2006 - November 2011
Fox-Mar Photography January 2006 - January 2011
En Technologies, Inc January 2006 - January 2006
StartCore, Inc January 2005 - January 2006
Intermakers, Inc January 2004 - January 2005
Skills
CSS, HTML, jQuery, JavaScript, ImageReady, Flash, Adobe Creative Suite, Layout, User Interface Design, Wireframes, User Experience Design, Adobe Fireworks, Graphics, HTML 5, HTML5
Education
American InterContinental University 2003 — 2005
Bachelor of Arts (B.A.), Design and Visual Communications, General, 3.6
American InterContinental University 2003 — 2005
B.A, Visual Communication
Florida National College 2001 — 2003
A.S, Computer Programming
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY