Investment Advisors International
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Investment Advisors International Employees
Private Plus Mortgage, a division of Private Bank of Buckhead March 2015 - Present
Emory University February 2011 - Present
American Advisors Group (AAG Reverse Mortgage) December 2012 - September 2014
Investment Advisors International October 2009 - December 2012
American Home Mortgage September 2005 - December 2008
Washington Mutual Home Loan Center May 2004 - August 2005
Merrill Lynch September 2000 - April 2003
Skills
Total Proficiency in..., Have developed markets..., Territorial Start-Up..., Strategic Partnership..., Key Account Management, Excellent Written and..., Complex Negotiations..., Sales Team Training and..., Global Market Expansion..., Business and Chanel..., Published Author, Keynote Speaker, 10 years experience..., Start-ups, Negotiation, Public Speaking, Training, Strategic Partnerships, Management, Entrepreneurship, Globalization, Recruiting, Coaching, Sales, Contract Negotiation, Direct Sales, Strategic Financial..., Customer Service, Marketing Strategy, Investments, Sales Management, Loans, Relationship Management, CRM, Finance, Business Development, Real Estate, Insurance, New Business Development, Small Business, Selling, Leadership, Mortgage Lending, FHA, Refinance, Reverse Mortgages, Investment Properties, Financial Planning
Education
Institution: Middlebury College 1976 — 1976
Post Graduate Fellowship, German Language and Literature
Florida State University 1973 — 1975
Master of Arts (MA), German and French Languages and Literature, 3.5
Birmingham-Southern College 1969 — 1971
Bachelor of Arts (B.A.), French and German Language and Literature, 3.2
Global View Capital Advisors February 2011 - Present
Global View Capital Management, Ltd. January 2014 - Present
The Strategic Financial Alliance November 2010 - December 2013
Investment Advisors International May 2006 - November 2010
Skills
Financial Planners, Portfolio Management, Small Business, Strategic Planning, Disability Insurance, Business Planning, Long-term Care, Investment Strategies, Personal Finance, Long Term Care Insurance, Coaching
Education
Medical College of Wisconsin
BSN, Nursing
EA Wealth Management March 2015 - Present
Fountainhead Wealth December 2013 - 2015
Cambridge Investment Research December 2013 - 2015
United Capital Financial Partners, Inc October 2010 - November 2013
Girard Securities October 2010 - November 2013
Morgan Stanley Smith Barney 2010 - 2010
Investment Advisors International 2008 - 2010
Skills
Investments, Investment Management, Retirement Planning, Investment Advisory, Retirement, Wealth Management, Wealth, Asset Allocation, Wealth Management..., Series 7, Mutual Funds, Fixed Annuities, FINRA, IRAs, Financial Planners, 401k, Securities, ETFs, Strategic Financial..., Estate Planning, Investment Strategies, Retirement Plan..., Asset Management, Series 63, Finance, Financial Advisory, Series 65, Alternative Investments, High Net Worth..., Roth IRA, Wealth Accumulation, Personal Financial...
Education
University of Missouri-Columbia
Business Administration & Finance
William Woods University
Business Administration & Finance
George Jenkins High School
4.0
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division January 2012 - Present
RMF Productions 2000 - Present
Investment Advisors International 2007 - December 2011
Skills
Small Business, Series 63, General Securities..., Licensed Life Insurance..., Japanese to English..., Investment Advisor...
Education
Utah State University 1988 — 1990
MBA, International Management
Brigham Young University 1986 — 1988
BA, Japanese Language and Literature
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division January 2012 - Present
Transamerica January 2011 - Present
Monarch Lodge 2005 - 2014
Investment Advisors International May 2006 - January 2012
Skills
Retirement Planning, Investments, Strategic Financial..., Securities, Fixed Annuities, 401k, Financial Advisory, Finance, Insurance, Asset Allocation, Wealth Management, Bonds, Retirement, Financial Services, Investment Advisory, Financial Planners, IRAs, Term Life Insurance, Life Insurance, Long Term Care Insurance, Mutual Funds, FINRA, Asset Management, Disability Insurance, Pensions, Estate Planning, Small Business, Portfolio Management, Series 6, Series 7, Series 63, Wealth, Long-term Care, Variable Annuities, Series 65, Series 24, Personal Financial..., Investment Strategies, Wealth Management..., Personal Finance, Alternative Investments, Investment Management, Roth IRA, 401k Rollovers, Wealth Accumulation, Separately Managed..., Investment Advisory..., Health Insurance, Whole Life, College Savings Plans
Education
Southern Connecticut State University 1968 — 1970
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division January 2012 - Present
LaunchPad Careers, Inc. January 2010 - Present
Investment Advisors International June 2008 - December 2011
World Group Securities March 2003 - December 2011
Remedy Intelligent Staffing 2001 - 2006
MicroAge January 1996 - January 2001
Skills
Public Speaking, Team Building, Coaching, Financial Education, Training and Development, Sales, Sales Management, Recruiting, Team Leadership, Customer Service, Event Planning, Business Development, Microsoft Office, Account Management, Management, Change Management, Project Management, Marketing, Entrepreneurship, Microsoft Excel, Mentoring, Microsoft Word, Human Resources, New Business Development, Negotiation, Finance, Small Business, Social Networking, Leadership, Strategic Planning, Time Management, Budgets, Training, Project Planning, Analysis, Salesforce.com, Business Strategy, Marketing Strategy, Start-ups, Leadership Development, Investments, Customer Satisfaction
Education
Anthem College-Phoenix 1995 — 1997
Degree - Information Techonology
Transamerica Financial Advisors, Inc., TransAmerica Financial Group Division January 2012 - Present
Investment Advisors International August 2010 - January 2012
World Group Securities March 2008 - January 2012
Springfield Local Schools and Wildwood Environmental Academy October 2006 - April 2010
Skills
Retirement Planning, Life Insurance, Investments, College Funding..., Asset Management, Student Loan..., Social Security Filing..., Disability Insurance, Long Term Care Insurance
Education
Bowling Green State University 2000 — 2005
Roy C. Start High School 1996 — 2000
Transamerica Financial Advisors, Inc. January 2012 - Present
World Financial Group (WFG) February 2001 - Present
Investment Advisors International November 2009 - January 2012
World Group Securities April 2002 - January 2012
Self employed May 2002 - August 2008
Education
California State University-Northridge 2008 — 2010
Bachelor of Arts (B.A.), Economics
Reseda High School 1997 — 2001
Black Swan Legacy Group, LLC 2012 - Present
The Strategic Financial Alliance October 2010 - December 2013
Investment Advisors International 2006 - 2010
Focus First Financial 2004 - 2006
Education
The American College
Brigham Young University 1993 — 2000
LexisNexis Risk Solutions January 2009 - Present
Investment Advisors International June 2006 - December 2008
Acxiom Insight ( an Acxiom Corporation ) February 2005 - May 2006
LexisNexis January 2001 - December 2004
Skills
Salesforce.com, SaaS, Sales Process, Enterprise Software, Strategic Partnerships, Professional Services, Selling, New Business Development, Channel, Sales Management, CRM, Channel Partners, B2B, Sales, Go-to-market Strategy, Sales Operations, Business Alliances, Contract Negotiation, Product Management, Sales Presentations, Business Intelligence, Management, Leadership
Education
Brigham Young University
Bachelor of Science (B.S.), Marketing - International Business
Transamerica Financial Advisors, Inc - Transamerica Financial Group Division January 2012 - Present
Investment Advisors International November 1994 - January 2012
Skills
Retirement, College Savings Plans, Retirement Solutions
Education
University of Nevada-Las Vegas 1988 — 1994
MBA, Finance
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division January 2012 - Present
Better Homes Realty May 2007 - Present
THE SWING DADDIES December 2009 - Present
RUSSO AND NOE THE MUSIC OF SINATRA & MARTIN February 2006 - Present
Investment Advisors International August 2008 - January 2012
Nationwide Insurance April 1999 - March 2005
State Farm Insurance August 1984 - March 1999
Skills
Financial Planners, FINRA, Finance, Securities, Real Estate, Strategic Planning, Financial Advisory, Financial Services, Investment Advisory, 401k Rollovers, Wealth Management, Series 7, Asset Management, Wealth, Series 6, Asset Allocation, Variable Annuities, Investment Strategies, Portfolio Management, Long Term Care Insurance, Disability Insurance, Financial Planning, Retirement, Mutual Funds, Term Life Insurance, Estate Planning
Education
Carson Newman University 1980 — 1984
Bachelor of Arts (B.A.), Political Science and Government
Carson Newman University 1980 — 1984
Bachelor of Arts (B.A.), History
Georgia State University 1981 — 1982
Business Administration and Management, General
Phillips Enterprises January 1999 - Present
Demand Media March 2010 - Present
Ambulance Service Management February 2011 - December 2014
Money Concepts June 2009 - November 2010
Investment Advisors International September 2003 - May 2009
US Planning Group May 2002 - August 2003
Financial Services Companies March 1999 - May 2002
The Longstreet Clinic, PC 1995 - 1999
Northeast Georgia Pediatric Group July 1990 - November 1995
Skills
Writing, Pediatrics, Woodworking, Financial Planning, Health, Strategic Financial..., Start-ups, Management, Social Media, Investments, Small Business, Training, Research, Healthcare, Medicine, Strategic Planning, Entrepreneurship, Coaching, Leadership, Fundraising, Music, Financial Services, Public Speaking, Budgets, Investment Advisory, Marketing, Customer Service, Employee Benefits, Wellness, Team Building
Education
Medical University of South Carolina 1987 — 1990
Pediatrician, Pediatric Resident
Medical College of Georgia School of Medicine 1983 — 1987
MD, Medicine
The University of Georgia 1979 — 1983
BS, Chemistry
Transamerica Financial Advisors, Inc. - Transamerica Financial Group January 2012 - Present
Small Business Week of Eastern Missouri September 2009 - Present
SCORE October 2006 - Present
WFG May 2004 - Present
Investment Advisors International May 2004 - January 2012
World Group Securities May 2004 - January 2012
Education
Arizona State University 1966 — 1970
BS, Management
Scottsdale High School 1962 — 1966
Transamerica Financial Advisors, Inc. January 2012 - Present
World Financial Group (WFG) 2006 - Present
Investment Advisors International December 2010 - January 2012
World Group Securities October 2007 - December 2010
US Navy January 1985 - February 2005
Skills
Retirement Planning, Investments, IRAs, Retirement, Investment Strategies, Fixed Annuities, Strategic Financial..., Insurance, Mutual Funds, Wealth Accumulation, Estate Planning, 401k, Wealth, Wealth Management, Financial Analysis, Small Business, Securities, 401k Rollovers, Team Building, Financial Advisory, Leadership Development, Budgets, Financial Planners, Investment Advisory, Disability Insurance, Mortgage Lending, Term Life Insurance, Long-term Care, Coaching, Life Insurance, New Business Development, Sales, Series 65, Series 6
Education
University of South Florida 2001 — 2002
CFP(R), Investments and Securities
Chaminade University of Honolulu 1991 — 1993
Master of Business Administration (MBA), Taxation
Florida A&M University 1979 — 1984
Bachelor of Science (BS), Accounting
Moss Point High School 1976 — 1979
Diploma, Business
Command and General Staff College (CGSC)
Georgia Franchising January 2010 - December 2010
Investment Advisors International February 2007 - January 2010
The Church of Jesus Christ of Latter-Day Saints January 2008 - August 2009
Epic Venture Fund January 2009 - April 2009
SunShack and Grill April 2008 - July 2008
Education
Investment Banking Institute 2009 — 2009
Intensive, Investment Banking Research and Analysis
Brigham Young University - Idaho 2003 — 2009
Bachelors of Science, Business Finance, Banking Emphasis, Web Development, Molecular Biology, Human Anatomy
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division January 2012 - Present
Girl Scouts of the USA September 2000 - May 2012
Investment Advisors International January 2007 - January 2012
World Group Securities March 2003 - January 2012
Crown Ministries 2005 - 2008
Professional Photographic Repair June 1994 - December 2002
60 minute photo June 1988 - June 1992
Skills
supervisor, Entrepreneurship, Strategic Partnerships, C-Level Relationships, Insurance, Customer Service, Leadership, Small Business, Marketing, New Business Development, Public Speaking, Training, Team Building, Networking, Time Management, Budgets, Coaching, Strategy, Management, Business Development, Leadership Development, Consulting
Education
University of California, San Diego 1986 — 1991
B.S., Optical Physics
MiraCosta College 1984 — 1986
Architecture, photography
Carlsbad High School 1982 — 1986
Daycare Provider October 2009 - Present
World Financial Group (WFG) 2010 - 2010
Investment Advisors International March 2009 - September 2009
Roth Staffing July 2009 - July 2009
Ultimate Staffing June 2009 - June 2009
Team Superstores, Vallejo, CA June 2006 - July 2008
Thomason Auto Group June 2003 - February 2006
Skills
Data Entry, Social Media, Public Speaking, Fundraising, Marketing, Small Business, Customer Satisfaction, Microsoft Excel, Microsoft Office
Education
Sweetwater High School 1984 — 1987
High School, Management Marketing
Fashion Institute of Design & Merchandising
Management Marketing
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division January 2012 - Present
World Financial Group (WFG) November 2004 - Present
Investment Advisors International May 2008 - December 2011
World Group Securities January 2005 - December 2011
Best Western Hotel September 1997 - April 2001
Education
College for Financial Planning 2010 — 2015
CFP Certification Professional Education Program
Hawaii Pacific University 1992 — 1997
MBA, Hospitality Industry
Korea National Open University 1984 — 1991
BA, English Linguistics & Literatures
Smart Health, Inc. January 2012 - Present
PaRR Inspections August 2011 - October 2011
World Financial Group (WFG) January 2010 - July 2011
Investment Advisors International January 2010 - July 2011
World Financial Group/ Investment Advisors International January 2010 - July 2011
Plan Mortgage, Inc. February 2010 - January 2011
Transcontinental Lending Group June 2007 - February 2010
Roe Financial Corporation June 2002 - June 2006
Plan Mortgage, Inc January 1999 - June 2002
Avco Financial Services January 1984 - January 1999
Skills
Health Insurance, Client Services, Problem Analysis, Mortgage Lending, Insurance, Loans, Fixed Annuities, Life Insurance, Credit, Loan Origination, Strategic Financial..., Mortgage Banking, FHA, Small Business, Investments, Underwriting, Retirement Planning, Refinance, Financial Services, Referrals
Education
University of South Florida - College of Business Administration 1981 — 1983
BA, Management
Arkansas State University 1980 — 1981
Business
St. Petersburg College 1978 — 1980
Undergraduate
Transamerica Financial Advisors, Inc January 2012 - Present
Investment Advisors International 2006 - January 2012
Investment Advisors International 2006 - January 2012
World Group Securities 2002 - January 2012
WMA Securities 1995 - 2002
American United Life 1987 - 1995
Block Insurance Agency 1973 - 1990
Skills
401k, Retirement, Investment Advisory, Financial Services, Investments, Mutual Funds, Wealth Management, Team Building, Securities, Fixed Annuities, Customer Service, Financial Advisory, Insurance, Strategic Financial..., Retirement Planning, Financial Planning
Education
University of Louisville 1970 — 1973
Bachelor of Science in Commerce, Marketing
Trinity High School 1965 — 1969
PRGX July 2015 - Present
GE Capital January 2014 - July 2015
Myers and Stauffer LC November 2011 - January 2014
Footlocker Inc March 2003 - October 2011
Investment Advisors International September 2009 - November 2009
Skills
Auditing, Accounting, US GAAP, GAAP, CPA, Microsoft Excel, Data Analysis, Financial Reporting, General Ledger, Financial Analysis, Account Reconciliation, Financial Accounting, Information Assurance, Internal Controls, Analysis, Journal Entries, Internal Audit, Process Improvement, Finance, Auditing Standards, Microsoft SQL Server, PeopleSoft, Monarch Pro, Visual Basic, Tableau, Healthcare Information..., Data Mining, Data Reconciliation, Data Management, Building Relationships, Cost Accounting, Cash Management, Excel models, Fraud Detection, SOX Compliancy, Government Auditing, Access, Financial Statements, Variance Analysis, External Audit, Assurance, Financial Modeling, Risk Management, Leadership
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2011
Masters, Professional Accountancy
Georgia State University 2005 — 2009
Bachelors of Business Administration, Finance
Incight Financial Alliance January 2015 - Present
Incight Strategic Consulting April 2012 - Present
University of South Florida - St. Petersburg June 2013 - Present
Transamerica Life and Protection January 2006 - April 2012
WFG Reinsurance, Limited 2006 - April 2012
Investment Advisors International 2006 - 2008
Western Reserve Life 2004 - 2006
West Coast Financial 2002 - 2004
Great Companies, LLC 2000 - 2002
Franklin Templeton Investments 1993 - 1998
Skills
Strategic Planning, Start-ups, Business Development, Entrepreneurship, Management, Retirement Planning, Business Strategy, Business Planning, Team Building, Risk Management, Marketing Strategy, Sales Management, New Business Development, Coaching, Team Leadership, Process Improvement, Fixed Annuities, Investments, Management Consulting, Insurance, Marketing, Mutual Funds, Business Analysis
Education
University of South Florida 1998 — 2000
MBA, Entrepreneurship, International Business, Management
University of South Florida 1991 — 1994
BA, Finance, Economics
The American College 2008 — 2008
CLU, Insurance
The American College 2006 — 2007
ChFC, Financial Planning
Global View Capital Advisors June 2014 - Present
Global View Capital Advisors February 2011 - June 2014
The Strategic Financial Alliance November 2010 - December 2013
Investment Advisors International January 2007 - October 2010
Education
Brigham Young University 1998 — 2000
Bachelors Degree, Psychology
Brigham Young University - Idaho 1996 — 1997
Associates Degree, Psychology
Muskego High School 1989 — 1993
Self employed November 2009 - Present
Trader Boys Office Furniture March 2005 - October 2009
Investment Advisors International June 2008 - May 2009
World Financial Group (WFG) July 2007 - May 2009
Skills
Microsoft Office, Outstanding Customer..., Inside Sales, Global Logistics, Logistics Planning, Financial Planning, Financial Advisory, Financial Markets, Space Planning, Warehouse Management, Sales Management, Data Entry, Money Handling, Logistics, Customer Service, Money
Education
California State University-Long Beach 2011 — 2011
Professional Designation, Global Logistics Specialist
University of Arizona 2000 — 2004
Bachelor of Arts, Psychology
Kroger February 2013 - Present
Transamerica Financial Advisors - Transamerica Financial Group Division January 2012 - November 2012
World Group Securities, Inc. February 2011 - January 2012
Investment Advisors International February 2011 - January 2012
World Group Securities April 2002 - February 2011
WMA Securities February 2001 - April 2002
WMA Securities October 1995 - April 2002
Skills
Leadership, Management
Education
Owens Community College 2012 — 2016
Associate of Arts and Sciences (AAS), Magnetic Resonance Imaging (MRI) Technology/Technician
University of Toledo 1987 — 1992
Bachelors of Education
Revelation Outdoor Management September 2010 - Present
Investment Advisors International September 2009 - October 2011
Investment Advisors International January 2010 - September 2010
Homeland Legacy Inc. June 2009 - October 2009
HLI Management Inc. May 2009 - October 2009
3dh Communications October 2008 - June 2009
3dh Communications Inc October 2008 - June 2009
Homeland Legacy Inc August 2004 - October 2008
Gerald Norris C January 2002 - May 2004
Precision Architectural Products December 1999 - January 2002
Skills
Financial Planning, Estate Planning, Accounting, Financial Reporting, Tax, Tax Preparation, Investments, Retirement Planning, Quickbooks, Financial Analysis, Financial Accounting, Strategic Financial...
Education
University of South Florida 1994 — 1997
5th year, Advanced Accountancy
Colorado State University 1979 — 1983
BS, Accountancy
Wellness Advocate October 2009 - Present
Transamerica Financial Advisors, Inc. January 2012 - November 2012
Managed Wealth Financial March 2007 - November 2012
City Wide Home Loans December 2009 - August 2012
Investment Advisors International July 2009 - January 2012
World Financial Group March 2008 - July 2009
Envision Lending Group 2009 - 2009
Skills
IRAs, Fixed Annuities, Retirement Planning, 401k, Retirement, Variable Annuities, Investments, Mutual Funds, Strategic Financial..., Term Life Insurance, Estate Planning, Wealth Management, Insurance, Retirement Savings, Securities, Holistic Health, Coaching, Selling Skills, Leadership, Training, Entrepreneurship, Finance, Marketing, Sales, Small Business
Education
Professional Workshop at LDS Employment Center 2009 — 2009
Certificate of Completion
University of Phoenix 2007 — 2008
BS, Human Services/ Business Management
Bonneville High School
High School Diploma
World Financial Group (WFG) August 2007 - Present
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division January 2012 - Present
Treelore, Inc January 2008 - Present
Investment Advisors International April 2008 - January 2012
Treelore June 1984 - December 2007
Avaya April 2005 - March 2007
Motorola June 2003 - September 2004
Orbis Engineering January 2002 - April 2002
AT&T Broadband / MediaOne Group December 1998 - September 2001
MediaOne 1998 - 1999
Skills
Investments, Business Analysis, Insurance, Team Building, Financial Analysis, Budgets, Business Planning, Retirement Planning, Portfolio Management, Asset Management, Variable Annuities, Financial Modeling, Strategic Planning, Retirement Services
Education
Professional Licenses 2007 — 2012
Life / Series 6, 63 & 65
Iowa State University 1962 — 1967
BS
Ecolab August 2014 - Present
The Dow Chemical Company February 2011 - August 2014
N4D, LLC. November 2009 - January 2011
Ace Roofing and Sons, Inc April 2009 - November 2009
Investment Advisors International April 2008 - September 2008
Pinnacle Security April 2007 - August 2007
The Church of Jesus Christ of Latter-day Saints July 2003 - July 2005
Skills
Leadership, Finance, Financial Analysis, Competitive Analysis, Marketing, Sales, Account Management, Project Planning, CRM, Customer Service, Project Management, Market Research, SAP, Supply Chain, Time Management, Cross-functional Team..., Business Development, Process Improvement, Management, Supply Chain Management, Financial Modeling, Russian, New Business Development, Sales Operations, Team Building, Analysis, Ukrainian, Client Interfacing, MS Excel Pivot Tables, Team Leadership, Business Planning, Integration, Operations Management, Planning, Intercultural Competency, Customer Focus, Sales Support, Customer Oriented, Intercultural Awareness, Key Account Management, B2B, Strategic Planning, Customer Satisfaction, Sales Management, Strategy, Order Management, Project Implementation, Project Execution, Financial Reporting
Education
University of Georgia - Terry College of Business 2011 — 2013
MBA, Business Administration, Finance
Brigham Young University - Idaho 2002 — 2009
B.S, Business Management; Finance
Fortress Tactical Wealth Management, LLC November 2014 - Present
LPL Financial March 2011 - Present
Investment Advisors International January 2008 - March 2011
World Group Securities May 1999 - March 2011
Education
Miami University 1990 — 1994
Bachelor of Arts (B.A.)
TASOK 1984 — 1990
World Financial Group (WFG) March 2012 - Present
World Financial Group (WFG) October 2010 - September 2012
World Financial Group January 2010 - October 2010
Investment Advisors International, Inc. February 2008 - January 2010
WFG Reinsurance Limited February 2007 - October 2008
Investment Advisors International January 2006 - February 2008
Beijing DaFu Insurance Company May 2005 - October 2006
World Financial Group February 2005 - June 2006
World Group Securities, Inc. June 2002 - February 2005
World Group Securities, Inc. August 1999 - June 2002
Skills
Investments, Strategic Financial..., Retirement Planning, Mutual Funds, Securities, Financial Services, Insurance, Asset Managment, Wealth Management, Portfolio Management, Financial Analysis, Series 7, Strategic Planning, Investment Advisory, 401k, Strategic Partnerships, Start-ups, Leadership, Small Business, Retirement, Financial Advisory, Executive Management, Financial Planning, Management, Finance, Marketing, Risk Management, Team Building, Strategy
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2008
MBA, Finance
University of Georgia - Terry College of Business 1992 — 1997
BBA, Finance
The Strategic Financial Alliance February 2012 - Present
Global View Capital Advisors February 2012 - October 2013
Investment Advisors International October 2010 - February 2012
World Financial Group June 2000 - February 2012
Tower Enterprises June 1998 - October 2007
Skills
Investments, Retirement Planning, 401k, Retirement, Mutual Funds, Estate Planning, Annuities, IRA's, Financial Planning
Education
University of Nevada-Las Vegas - College of Business 1996 — 2000
B.S. in Business Administration, Finance/ Real Estate
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division January 2012 - Present
Loveland Chamber of Commerce & Visitor Center 2007 - Present
Investment Advisors International July 2008 - January 2012
World Group Securities January 2005 - January 2012
Kodak June 1973 - April 2004
Eastman Kodak Co 1973 - 2004
Skills
Investments, Insurance, Small Business, Budgets, Financial Services
Education
Regis University 1990 — 1992
BS in CIS, Systems
Aims Community College 1985 — 1990
AS in BIS, Business, Systems
Augustana University (SD) 1972 — 1973
Business
Loveland High 1969 — 1972
Transamerica Financial Advisors, Inc. December 2013 - Present
Transamerica Financial Advisors, Inc. January 2012 - December 2013
Investment Advisors International December 2010 - April 2012
FS Financial Network May 2001 - December 2010
AEGON January 2007 - January 2009
Skills
Insurance, Financial Analysis, Business Analysis, Fixed Annuities, Risk Management, Leadership, 401k, Microsoft Office, Public Speaking, Customer Service, Microsoft Excel, Financial Reporting, Valuation, Process Improvement
Education
University of Northern Iowa 1999 — 2003
Marketing, Sales and Advertising
B/D Consulting Associates, Inc. 2001 - Present
Investment Advisors International 2007 - 2009
National Association of Securities Dealers 1993 - 1997
Education
Georgia State University - J. Mack Robinson College of Business 1990 — 1994
Emory University
Infosys BPO, North Anerica January 2012 - Present
Investment Advisors International May 2008 - January 2011
PRIMERICA LIFE INSURANCE COMPANY January 2007 - June 2008
Primerica January 1980 - June 2008
Primerica January 1980 - June 2008
Primerica January 1980 - May 2008
Primerica January 1980 - June 2007
Primerica January 2000 - January 2002
PRIMERICA LIFE INSURANCE COMPANY January 1981 - January 2002
Primerica January 1996 - January 1998
Skills
Retirement, Retirement Planning, Long-term Care, Mortgage Lending, 401k, Strategic Financial..., Management, Training, BPO, Performance Management, Manage Client..., Manage client..., Service Level Agreements, Process Improvement, Leadership, Financial Planning, CRM
Education
Georgia Southwestern State University
Georgia State University
Business Administration and Management, General
Investment Advisors International March 2008 - Present
World Group Securities July 2006 - Present
Vogt Engineering April 2004 - April 2007
City of Conroe May 1998 - April 2004
Education
Texas A&M University 1988 — 1994
Texas A&M University 1986 — 1994
2 - BS, Horticulture & Agricultural Engineering
Investment Advisors International January 2009 - Present
One Business Connection (1BC) 2008 - 2010
1BC 2008 - 2010
World Financial Group (WFG) 2007 - 2010
Novadyne Computer Systems June 1996 - June 1998
Novadyne Computer Cystems October 1988 - June 1995
Education
Regis University 1989 — 1993
BS, CIS
Florida Institute of Technology 1969 — 1973
lwhs
Estrella Mountain Community College January 2014 - Present
Financial Industry Regulatory Authority February 1997 - Present
Arizona Coyotes Hockey Club February 2015 - Present
Vanguard October 2013 - December 2014
United States Postal Service October 2007 - December 2010
Windsor Mortgage Corporation May 2007 - December 2010
Investment Advisors International September 2007 - September 2010
Riverside County Superior Court July 2006 - July 2009
Alliance Bancorp December 2006 - April 2007
Gold Coast Securities July 2005 - September 2006
Skills
Estate Planning, Business Continuity..., Strategic Planning, Budgets, Public Speaking, Investments, Coaching, Asset Managment, Retirement Planning, Change Management, Wealth Management, Leadership Development, Strategic Financial..., Business Analysis, Retirement, Portfolio Management, Mutual Funds, Investment Advisory, Asset Allocation, Investment Strategies, Transformative Mediation, Facilitative Mediation, Evaluative Mediation, Arbitration, Expungement, Training, Strategy, Asset Management, Leadership, Analysis, Business Development, Finance, Financial Services, Mediation, Securities, Insurance, Loans, Mergers & Acquisitions, Financial Planning, Management, Event Planning, Customer Service, Marketing, Fundraising
Education
Point Loma Nazarene University 2009 — 2012
Master of Arts (MA), Education And Teaching
Jackson State University 1979 — 1985
Bachelor of Applied Science (B.A.Sc.), Industrial Management
Evanston Township High School 1975 — 1979
Clear Funds, LLC October 2009 - Present
Investment Advisors International January 2008 - October 2009
Education
DeVry University Phoenix 1990 — 1994
Bachelor of Science, Accounting
Lithia Chrysler Jeep Dodge of Missoula May 2011 - Present
Investment Advisors International July 2009 - December 2010
Worldwide Express January 2007 - January 2009
Wells Fargo Bank 2006 - 2007
Enterprise Rent-A-Car 2003 - 2006
Maytag 2003 - 2003
Skills
Sales Process, Sales Management, Sales, Customer Service, Marketing Strategy, Strategic Planning, Account Management, Public Speaking, New Business Development, Budgets, Business Development, Marketing Communications, Team Leadership, Online Advertising, Microsoft Excel, Social Media Marketing, Social Media, Business Planning, Succession Planning, Sales Operations, Direct Sales, Management, Team Building
Education
The University of Memphis—Cecil C. Humphreys School of Law 2002 — 2003
University of Portland 1998 — 2002
BA, History
Battle Ground High School 1996 — 1998
Tates Creek High School 1994 — 1998
Dallastown High School 1994 — 1994
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division January 2012 - Present
World Financial Group (WFG) June 2001 - Present
New Frontiers Computing Solutions November 2000 - Present
Investment Advisors International 2006 - December 2011
State Street Global Advisors 1998 - 2000
Advance Investment Technologies 1996 - 1998
Bank of America 1994 - 1996
ITI 1990 - 1993
Information Tecnology Institute 1990 - 1992
Skills
Global Investment..., Investments, Strategic Financial..., Quantitative Investing, Retirement Planning, Equities, Fixed Income, Foreign Exchange, Variable Annuities, Insurance, Leadership, Multi-cultural team..., IRAs, Investment Strategies
Education
UNSW Australia 1988 — 1990
Master of Engineering Science, Advance Robotics and Signal Processing
Monash University 1984 — 1986
Bachelor of Science, Applied Mathematics & Computer Science
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division January 2012 - Present
Investment Advisors International August 2008 - January 2012
Skills
Investments, Financial Advisory, Securities, Finance, Financial Planners, FINRA, Retirement Planning, Strategic Financial..., Retirement, Mutual Funds, Fixed Annuities, 401k, IRAs, Wealth Management, Estate Planning, Investment Advisory, Insurance, 401k Rollovers, Life Insurance
Education
University of Guam 1998 — 2000
BBA, Accounting
Investment Advisors International February 2012 - Present
World Financial Group 1996 - Present
World Financial Group 1995 - 2010
Precise Impressions 1988 - 2000
Skills
Fixed Annuities, Strategic Financial..., Investments, Retirement Planning
Education
The University of Georgia 1961 — 1965
ABJ, advertising-public relations
Westminster
Transamerica Financial Advisors, Inc. January 2012 - Present
Investment Advisors International June 2006 - January 2012
World Group Securities September 2005 - June 2007
World Group Securities April 2002 - September 2005
WMA Securities, Inc. May 2000 - April 2002
Education
Georgia State University 1998 — 2002
Finance
ClearStep Financial October 2013 - Present
The Strategic Financial Alliance November 2010 - Present
Global View Capital Advisors November 2010 - October 2013
Investment Advisors International September 2006 - October 2010
World Financial Group January 2003 - October 2010
World Marketing Alliance July 1993 - January 2003
Skills
Investments, Retirement Planning, Insurance, Strategic Financial..., Career Development, Business Development
Education
Cardinal Stritch University
Foresters Financial Services January 2014 - Present
Grace Family Church 2007 - Present
The Salve Group December 2011 - December 2013
Medi-Weightloss 2010 - 2012
Strategic Progression October 2008 - December 2011
Intersecurities INC 2005 - 2008
Intersecurities INC 2005 - 2008
World Financial Group (WFG) 2003 - 2005
Investment Advisors International 2003 - 2005
World Financial Group 2003 - 2005
Skills
Investments, Strategic Partnerships, Financial Services, Mutual Funds, Strategic Financial..., Marketing Strategy, Team Building, Leadership, Entrepreneurship, Competitive Analysis, Public Speaking, Start-ups, Wealth Management, Strategic Planning, Lead Generation, Marketing, Insurance, Coaching, Strategy, Risk Management, Business Planning, Small Business, New Business Development, Business Strategy, Executive Management, Mergers & Acquisitions, Online Marketing, Business Development, Sales Management, Team Leadership, Management, Leadership Development, Operations Management, Contract Negotiation, Management Consulting, Sales, Time Management, Event Management, Training, Social Networking, Budgets, Financial Planning
Education
Brown University 1988 — 1992
BA, Economics and Sociology
Leo High School 1984 — 1988
IAI March 2008 - Present
Investment Advisors International 2008 - Present
World Financial Group 2007 - Present
Westminster Ceramics August 2002 - January 2007
Skills
Project Management, Financial Modeling, Investments, Business Strategy, Due Diligence, Venture Capital
Education
University of Southern Mississippi 1980 — 1982
Master of Business Administration (MBA), Business Administration and Management, General
University of Southern Mississippi 1970 — 1974
Bachelor of Business Administration (B.B.A.), Industrial Managment
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division March 2009 - Present
Investment Advisors International 2010 - 2011
Merrill Lynch November 2002 - May 2008
Education
University of North Florida - College of Business Administration 1995 — 1997
Business Administration, Business
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division December 2005 - Present
Tammy Littlefield June 2006 - Present
Turlock Pregnancy Center July 2011 - August 2014
BNI January 2011 - April 2013
Investment Advisors International July 2008 - January 2012
World Group Securities December 2005 - January 2012
Skills
Financial Advisory, Fixed Annuities, Strategic Financial..., Finance, Securities, Financial Planners, 401k, Life Insurance, Investment Advisory, Mutual Funds, Series 6, Estate Planning, IRAs, Wealth Management, Long-term Care
Education
Modesto Junior College 1982 — 1984
Beyer High School 1978 — 1981
Aspire Financial Services, LLC August 2014 - Present
DST Systems July 2010 - August 2014
Investment Advisors International January 2010 - July 2010
Urban Neighborhood Alliance August 2009 - December 2009
Courtyard Marriot Hotel Café Restaurant January 2007 - December 2007
Gilpin Auto Parts January 1995 - January 2006
Skills
Wealth Management, Investments, Portfolio Management, Retirement Planning, Strategic Financial..., Equities, Mutual Funds, Investment Advisory, Asset Management, Fixed Income, Asset Allocation, Investment Strategies, Financial Analysis, Banking, Securities, Retirement, Derivatives, Capital Markets, Series 7, Financial Modeling, Financial Planning
Education
Missouri State University 2005 — 2009
Bachelor of Science, FinanceDean
Transamerica Financial Advisors January 2012 - Present
Investment Advisors International 2010 - 2012
World Financial Group (WFG) May 2008 - 2010
Independent Contractor 2004 - 2009
PepsiCo - Tropicana 2001 - 2004
PepsiCo - Tropicana 1998 - 2001
PepsiCo - Tropicana September 1997 - 1998
PepsiCo - Tropicana 1994 - 1997
PepsiCo - Tropicana 1991 - 1994
PepsiCo - Tropicana January 1986 - 1991
Skills
Marketing, Customer Service, Management, Sales Management, Strategic Planning, Marketing Strategy, FMCG
Education
University of Phoenix 2007 — 2009
M.B.A., Business
Nova Southeastern University 1993 — 1995
B. S., Professional Management
Equity Staffing Group November 2013 - Present
MAC5 Mortgage Inc July 2013 - Present
Executive Strategies Inc. November 2011 - October 2013
Investment Advisors International May 2005 - November 2011
World Group Securities Inc. January 2001 - November 2011
Cash Solutions Inc. September 1995 - June 2005
Skills
IRAs, 401k, Retirement, Wealth Management, Recruiting, Sales Management, Series 6, Series 63, Series 26, Series 65, Life Insurance, Variable Products, Health Insurance, Residential Mortgages, Finance, Mortgage Lending
Education
Columbia University in the City of New York 1976 — 1980
Bachelor of Arts (BA), Psychology
Arthritis Research At Harvard Medical School 1979 — 1979
. August 2015 - Present
Self-employed investor February 2008 - Present
Berlitz March 2007 - December 2009
Lionbridge March 2008 - March 2009
Investment Advisors International May 2008 - February 2009
Henry Mayo Newhall Memorial Hospital January 2005 - March 2007
Henry Mayo Newhall Memorial Hospital September 2004 - March 2007
Skills
Community Outreach, Photoshop, Microsoft Office, Employee Benefits, Access, Team Leadership, Investments, Long-term Care, Editing, Mutual Funds, CSS, Microsoft Excel, Accounting, Psychotherapy, Conflict Resolution, Marketing, Microsoft Word, Securities, PowerPoint, Teaching English as a..., Healthcare Management, Asset Managment, Non-profits, Teaching, Software Documentation, Fixed Annuities, Research, Web Development, Outlook, Youth Ministry, Volunteer Management, Wealth Management, Event Planning, Public Speaking, System Administration, Intercultural..., Preaching, Hospitals, Telephone Skills, Management, Higher Education, Life Insurance, Theology, Team Building, Coaching, Retirement Planning, Insurance, Customer Service, Project Planning, Leadership
Education
Moorpark College 2015 — 2018
Associate's degree, Nuclear and Industrial Radiologic Technologies/Technicians
AUMT Institute 2015 — 2015
National CPT I License, Phlebotomy Technician/Phlebotomist, A
The Master's College 2000 — 2003
Bachelor of Arts (B.A.), Counseling
Word of Life Bible Institute 1998 — 2000
Certificate, Organizational Leadership
Otaru Jr College 1996 — 1998
Associate's degree, English/Language Arts Teacher Education
Tri-Emerald Financial Group 2013 - Present
Investment Advisors International 2008 - 2012
Education
Indian Institute of Technology, Kharagpur
Transamerica Financial Advisors, Inc. January 2012 - Present
Investment Advisors International February 2008 - January 2012
Education
Southern Illinois University, Edwardsville 1967 — 1972
Bachelor of Science (BS), Accounting