InvestLinc Company

Description

Address: 300 S Harbor Blvd Suite 1000, Anaheim, CA 92805 Phone: (714) 563-3500: Place name: Category: : Website: : Hours: : : : Website: http://investlincadvisors.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of InvestLinc Wealth Services, Inc Posting publicly on the Web Write a review Reviews Be the first to review

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InvestLinc Employees

Employee
Years
Job
Industry
Dana Lyon Dana Lyon Duluth, Georgia Details
Dana Lyon's InvestLinc Experience March 2005 - December 2006
Job at Merrill Lynch Global Wealth Management
Industry Financial Services
Experience
Merrill Lynch  May 2011 - Present
TD Ameritrade  May 2008 - July 2009
SunTrust Investment Services  December 2006 - May 2008
InvestLinc   March 2005 - December 2006
Charles Schwab  August 2002 - March 2005
Charles Schwab  December 2000 - August 2002
Charles Schwab  June 1997 - December 2000
American Express Financial Advisors  April 1993 - June 1997

Skills
Estate Planning

Education
Kennesaw State University - Michael J. Coles College of Business   1996 — 1999
Masters, MBA

Florida State University   1983 — 1988
Bachelors, Finance

Mark Condiff Mark Condiff Houston, Texas Area Details
Mark Condiff's InvestLinc Experience January 2001 - April 2009
Job President
Industry Information Technology and Services
Experience
MTR Services   April 2009 - Present
Investlinc   January 2001 - April 2009

Skills
Strategic Planning, Team Building, Entrepreneurship

Education
The University of Texas at Dallas   1985 — 1987
Bachelors, Business Administration / Marketing

Gary Frey Gary Frey Charlotte, North Carolina Area Details
Gary Frey's InvestLinc Experience June 2005 - January 2010
Job Senior Director of Client Services at RGP
Industry Management Consulting
Experience
RGP  June 2015 - Present
TriLinc Global  January 2010 - Present
Intigral, Inc.   August 2012 - November 2014
Arras KEATHLEY   February 2011 - May 2012
InvestLinc   June 2005 - January 2010
Arras KEATHLEY   January 2004 - June 2005
BrandConvergency   August 1983 - June 2005
Doner Advertising  August 2002 - January 2004
Axiom Creative Group  March 2001 - August 2002
Bizjournals.com  January 2000 - April 2002

Skills
Customer Segmentation, Brand Strategy, Customer Experience..., Strategic Consulting, M&A Cultural Assessment, International Sales &..., Sales & Marketing..., Turnaround Specialist, Business Development, Integrated Marketing, New Media, Strategic Alliances, Interactive Marketing, Brand Architecture, Segmentation, Customer Experience, Strategy, Brand Development, Multi-channel Marketing, Customer Service, Customer Satisfaction, Brand Performance, Direct Marketing, Cross-functional Team..., CRM, Marketing, Brand Management, Consulting, Marketing Strategy, Strategic Partnerships, Advertising, Social Media, Account Management, New Business Development, Product Marketing, Entrepreneurship, Strategic Planning, Creative Direction, Leadership, Management, Sales, Executive Management, Public Relations, Mergers & Acquisitions, Start-ups, Competitive Analysis, Business Strategy, Digital Marketing, B2B, Digital Strategy

Education
Kansas State University   1980 — 1982
Advertising & Graphic Design

Kansas State University   1980 — 1982
Advertising & Graphic Design, Graphic Design and Advertising

Pratt Institute   1988 — 1988
Computer Graphics for Design (Continuing Ed), Computer Graphics for Design

Colby Salazar Colby Salazar Fayetteville, Arkansas Area Details
Colby Salazar's InvestLinc Experience April 2007 - March 2009
Job Realtor at Beck Haus Realtors
Industry Marketing and Advertising
Experience
Ozark Appraisal Services   August 2012 - Present
Beck Haus Realtors   June 2013 - Present
Cris Realty   September 2006 - June 2013
Shopper Events  May 2011 - August 2012
Shopper Events  March 2009 - May 2011
InvestLinc   April 2007 - March 2009
Garrison Financial Advisors   January 2005 - March 2007

Skills
Nielsen, Shopper Marketing, Customer Insight, Consumer Products, Leadership, Management, CRM, Strategy, Business Development, Project Planning, Marketing Strategy, Marketing, Forecasting, Analysis

Education
University of Arkansas   2001 — 2005
BSBA, Finance

Consortium International University   2004 — 2004
International Business

Kevin Stacker Kevin Stacker Greater Los Angeles Area Details
Kevin Stacker's InvestLinc Experience June 2001 - August 2005
Job Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo  May 2007 - Present
InvestLinc   June 2001 - August 2005
Accenture  May 2000 - June 2001

Education
University of Southern California - Marshall School of Business   2005 — 2007
MBA, Real Estate Finance

Auburn University   1995 — 1999
BS, Finance

Brandon Ansel Brandon Ansel Jackson, Michigan Area Details
Brandon Ansel's InvestLinc Experience August 2007 - April 2009
Job CEO at Walton Insurance Group
Industry Financial Services
Experience
Walton Insurance Group   July 2014 - Present
NorthStar Capital, LLC   May 2009 - May 2014
InvestLinc   August 2007 - April 2009
Metlife  January 2002 - August 2007

Skills
Portfolio Management, Investments, Private Equity, Mergers, Strategic Financial..., Wealth Management, Valuation, Mergers & Acquisitions, Venture Capital, Management, Start-ups, Finance, Business Development, Equities, Entrepreneurship, Investment Banking, Asset Management, Corporate Finance, Financial Modeling, Strategic Planning, Alternative Investments, Insurance, New Business Development, Investment Advisory, Financial Analysis, Due Diligence

Education
Spring Arbor University   1998 — 2001
Bachelor's degree, Business Administration, Management and Operations, Summa Cum Laude

Michael Peebles Michael Peebles Bentonville, Arkansas Details
Michael Peebles's InvestLinc Experience April 2007 - January 2010
Job Client Advisor at Arvest Asset Management
Industry Financial Services
Experience
Arvest Asset Management  September 2012 - Present
FMI  January 2010 - August 2012
InvestLinc   April 2007 - January 2010
Garrison Financial Advisors   October 2004 - March 2007

Skills
Wealth Management, Investments, Portfolio Management, Equities, Asset Management, Valuation, Financial Modeling, Financial Analysis, Private Equity, Capital Markets, Investment Banking, Corporate Finance, Mergers & Acquisitions, Series 7, Asset Allocation, Series 63, Securities, Financial Planning, Finance, Fixed Income, Retirement Planning

Education
University of Arkansas   2012 — 2013
Master's degree, Accounting

University of Arkansas   2001 — 2005
Bachelors, Finance

Julie Hink Julie Hink Greater Chicago Area Details
Julie Hink's InvestLinc Experience May 2007 - October 2008
Job AP/AR Specialist
Industry Insurance
Experience
Arthur J. Gallagher & Co.   March 2015 - Present
NationAir Aviation Insurance Agency  February 2009 - February 2015
Self Employed  September 2008 - December 2008
InvestLinc   May 2007 - October 2008
Infinity Internet  June 2002 - March 2007
Alpine Auto Body   September 1999 - November 2001
Diversified Equities   July 1998 - June 1999
American General Finance  November 1998 - April 1999
Riverview Community Bank  December 1996 - April 1998
Vancouver Furniture   August 1992 - December 1996

Skills
Epic Systems, Account Management, Finance, Insurance, Customer Service, Accounts Receivable, Accounts Payable, Outlook, Property & Casualty..., Financial Reporting, Customer Satisfaction, Team Building, Marketing, Process Improvement, Liability, Invoicing, Forecasting

Education
Clark College   1990 — 1991
Associates, Communications

Central Washington University   1988 — 1990
German/Communications

Evergreen High School   1985 — 1988
Diploma, General

Brenda Tarjan, QPFC Brenda Tarjan, QPFC Orange County, California Area Details
Brenda Tarjan, QPFC's InvestLinc Experience March 2003 - June 2011
Job Retirement Plan Relationship Manager
Industry Financial Services
Experience
SageView Advisory Group  June 2011 - Present
Investlinc   March 2003 - June 2011
The Guardian Life Insurance Company of America  August 1999 - February 2003
ADP  April 1995 - June 1999

Skills
401k, Retirement, Mutual Funds, Retirement Planning, Investments, Series 63, Investment Advisory, Securities, Defined Benefit, Asset Allocation

Education
Loyola Marymount University   1988 — 1992
Business Administration/Spanish Minor, Business Management

Darren George Darren George Phoenix, Arizona Details
Darren George's InvestLinc Experience 2000 - 2001
Job Seasoned Professional in Private Equity, Transaction Advisory, Restaurant/Hotel Finance and Int'l Bus Dev
Industry Financial Services
Experience
BBVA Compass  June 2012 - Present
GE Capital Franchise Finance  March 2010 - May 2011
GE Capital Franchise Finance  2007 - 2009
GE Capital Franchise Finance  2003 - 2006
Investlinc   2000 - 2001
Orion Associados, S.A. Buenos Aires, Argentina   1998 - 1999
Proserfin, S.A. Quito, Ecuador   1994 - 1996

Skills
Credit Analysis, Portfolio Management, Capital Markets, Business Development, Loans

Education
Cornell University - School of Hotel Administration   2011 — 2011
Masters Certificate in Hospitality Management, Revenue Management, Hotel Finance, Hotel Marketing and People Management

Thunderbird School of Global Management   2002 — 2003
MIM, International Business

Arizona State University - W. P. Carey School of Business   2001 — 2002
MBA, General

The Ohio State University
Bachelor's, Economics