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