Investment Advisors International

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Investment Advisors International Employees

Employee
Years
Job
Industry
Sherry von Klitzing Sherry von Klitzing Atlanta, Georgia Details
Sherry von Klitzing's Investment Advisors International Experience October 2009 - December 2012
Job Vice President. Mortgage Originator
Industry Banking
Experience
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

Diane Sween Diane Sween Greater Milwaukee Area Details
Diane Sween's Investment Advisors International Experience May 2006 - November 2010
Job Investment Advisor Representative at Global View Capital Management, Ltd.
Industry Financial Services
Experience
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

Erik Allison, AIF® Erik Allison, AIF® Las Vegas, Nevada Area Details
Erik Allison, AIF®'s Investment Advisors International Experience 2008 - 2010
Job Founder & CEO at EA Wealth Management
Industry Investment Management
Experience
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

Jeff Bunderson Jeff Bunderson Clearfield, Utah Details
Jeff Bunderson's Investment Advisors International Experience 2007 - December 2011
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Financial Services
Experience
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

Dutch Aufderheide Dutch Aufderheide Duluth, Georgia Details
Dutch Aufderheide's Investment Advisors International Experience May 2006 - January 2012
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc. Transamerica Financial Group Division
Industry Investment Management
Experience
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

Joshua Hernandez Albo Joshua Hernandez Albo Orange County, California Area Details
Joshua Hernandez Albo's Investment Advisors International Experience June 2008 - December 2011
Job *High Level Networker* *Training Innovator* *Financial Services Entrepreneur*
Industry Financial Services
Experience
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

Andy Hudak Andy Hudak Lambertville, Michigan Details
Andy Hudak's Investment Advisors International Experience August 2010 - January 2012
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc., TransAmerica Financial Group Division
Industry Financial Services
Experience
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

Mehrnaz (Mernie) Mendoza Mehrnaz (Mernie) Mendoza Greater Los Angeles Area Details
Mehrnaz (Mernie) Mendoza's Investment Advisors International Experience November 2009 - January 2012
Job Financial Professional
Industry Financial Services
Experience
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

Dustin G. Smith Dustin G. Smith Pleasant Grove, Utah Details
Dustin G. Smith's Investment Advisors International Experience 2006 - 2010
Job Ideal Life Advisor
Industry Financial Services
Experience
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

Kent Stucki Kent Stucki Dallas/Fort Worth Area Details
Kent Stucki's Investment Advisors International Experience June 2006 - December 2008
Job Client Executive State/Local Government Tax & Revenue
Industry Information Technology and Services
Experience
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

Orin Haworth Orin Haworth Las Vegas, Nevada Area Details
Orin Haworth's Investment Advisors International Experience November 1994 - January 2012
Job Investment Advisor Representative
Industry Financial Services
Experience
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

Jim Noe Jim Noe Greater Atlanta Area Details
Jim Noe's Investment Advisors International Experience August 2008 - January 2012
Job Investment Advisor Representative, Associate Real Estate Broker
Industry Financial Services
Experience
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

Marvin T. Phillips, III, MD Marvin T. Phillips, III, MD Greater Atlanta Area Details
Marvin T. Phillips, III, MD's Investment Advisors International Experience September 2003 - May 2009
Job Nothing at Present
Industry Writing and Editing
Experience
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

Robert Gatesh Robert Gatesh Greater St. Louis Area Details
Robert Gatesh's Investment Advisors International Experience May 2004 - January 2012
Job Investment Advisor Representative at Transamerica Financial Advisors in the greater St. Louis area
Industry Financial Services
Experience
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

James N. Wilkerson, Jr. James N. Wilkerson, Jr. Tampa/St. Petersburg, Florida Area Details
James N. Wilkerson, Jr.'s Investment Advisors International Experience December 2010 - January 2012
Job Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Financial Services
Experience
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)

Clay Solomon Clay Solomon Greater Atlanta Area Details
Clay Solomon's Investment Advisors International Experience February 2007 - January 2010
Job Web Developer at Georgia Franchising
Industry Investment Banking
Experience
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

Lenka Holman Lenka Holman Greater San Diego Area Details
Lenka Holman's Investment Advisors International Experience January 2007 - January 2012
Job Branch Office Supervisor
Industry Financial Services
Experience
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

Rachel Griggs (rachelgriggs007@aol.com) Rachel Griggs (rachelgriggs007@aol.com) Fallbrook, California Details
Rachel Griggs (rachelgriggs007@aol.com)'s Investment Advisors International Experience March 2009 - September 2009
Job Loving Caring Childcare Provider
Industry Individual & Family Services
Experience
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

Paulina Kim Paulina Kim Greater Seattle Area Details
Paulina Kim's Investment Advisors International Experience May 2008 - December 2011
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc. Transamerica Financial Group Division
Industry Financial Services
Experience
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

Mark McDade Mark McDade Tampa/St. Petersburg, Florida Area Details
Mark McDade's Investment Advisors International Experience January 2010 - July 2011
Job Life & Health Insurance Agent
Industry Financial Services
Experience
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

Ken Block Ken Block Louisville, Kentucky Area Details
Ken Block's Investment Advisors International Experience 2006 - January 2012
Job Branch Mgr at Transamerica Financial Advisors, Inc
Industry Financial Services
Experience
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

Jonni Inegbedion, CPA Jonni Inegbedion, CPA Greater Atlanta Area Details
Jonni Inegbedion, CPA's Investment Advisors International Experience September 2009 - November 2009
Job Senior Operational Analyst at PRGX
Industry Accounting
Experience
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

Jim Stoddard, MBA, ChFC, CLU Jim Stoddard, MBA, ChFC, CLU Tampa/St. Petersburg, Florida Area Details
Jim Stoddard, MBA, ChFC, CLU's Investment Advisors International Experience 2006 - 2008
Job CEO at Incight Financial Alliance
Industry Financial Services
Experience
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

Eric Becker Eric Becker Greater Milwaukee Area Details
Eric Becker's Investment Advisors International Experience January 2007 - October 2010
Job Executive Director at Global View Capital Advisors
Industry Investment Management
Experience
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

Jordan Hicks Jordan Hicks Long Beach, California Details
Jordan Hicks's Investment Advisors International Experience June 2008 - May 2009
Job Logistics and Supply Chain Professional
Industry Logistics and Supply Chain
Experience
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

Aaron Konoff Aaron Konoff Toledo, Ohio Area Details
Aaron Konoff's Investment Advisors International Experience February 2011 - January 2012
Job Produce Clerk at Kroger
Industry Higher Education
Experience
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

Gerald Norris Gerald Norris Greater Atlanta Area Details
Gerald Norris's Investment Advisors International Experience September 2009 - October 2011
Job Chief Financial Officer at Revelation Outdoor Management
Industry Accounting
Experience
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

Brenda Petru Brenda Petru Greater Salt Lake City Area Details
Brenda Petru's Investment Advisors International Experience July 2009 - January 2012
Job Success, Health, and Wellness Coach
Industry Health, Wellness and Fitness
Experience
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

Michael Bonfiglio Michael Bonfiglio Greater Denver Area Details
Michael Bonfiglio's Investment Advisors International Experience April 2008 - January 2012
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Financial Services
Experience
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

Ryan Cushman, MBA Ryan Cushman, MBA Greater Atlanta Area Details
Ryan Cushman, MBA's Investment Advisors International Experience April 2008 - September 2008
Job Financial Analyst at Ecolab
Industry Hospital & Health Care
Experience
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

Brian D. Smith, RICP® Brian D. Smith, RICP® Dayton, Ohio Area Details
Brian D. Smith, RICP®'s Investment Advisors International Experience January 2008 - March 2011
Job President & Wealth Management Advisor at Fortress Tactical Wealth Management, LLC
Industry Financial Services
Experience
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

Andrew Schaad Andrew Schaad Greater Atlanta Area Details
Andrew Schaad's Investment Advisors International Experience January 2006 - February 2008
Job Administration AVP at World Financial Group (WFG)
Industry Financial Services
Experience
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

Marc Buckwalter Marc Buckwalter Las Vegas, Nevada Area Details
Marc Buckwalter's Investment Advisors International Experience October 2010 - February 2012
Job Investment Advisor Rep at The Strategic Financial Alliance
Industry Financial Services
Experience
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

Cheryl Sheppard Cheryl Sheppard Fort Collins, Colorado Area Details
Cheryl Sheppard's Investment Advisors International Experience July 2008 - January 2012
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Financial Services
Experience
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

Andy Bunch Andy Bunch Tampa/St. Petersburg, Florida Area Details
Andy Bunch's Investment Advisors International Experience December 2010 - April 2012
Job Advertising Review Manager at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
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

Brian Megenity Brian Megenity Greater Atlanta Area Details
Brian Megenity's Investment Advisors International Experience 2007 - 2009
Job Owner, B/D Consulting Associates, Inc.
Industry Financial Services
Experience
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

Janie James Janie James Greater Atlanta Area Details
Janie James's Investment Advisors International Experience May 2008 - January 2011
Job Financial services and insurance professional. Operations management expertise. BPO Operations and account manager
Industry Insurance
Experience
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

Sharon Hickson Sharon Hickson Houston, Texas Area Details
Sharon Hickson's Investment Advisors International Experience March 2008 - Present
Job Investment Advisor Representative at Investment Advisors International
Industry Financial Services
Experience
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

Curt Council Curt Council Greater Denver Area Details
Curt Council's Investment Advisors International Experience January 2009 - Present
Job Investment Advisor Representative at Investment Advisors International
Industry Financial Services
Experience
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

Richard K Kenner Richard K Kenner Phoenix, Arizona Area Details
Richard K Kenner's Investment Advisors International Experience September 2007 - September 2010
Job Adjunct Faculty Member at Estrella Mountain Community College
Industry Investment Management
Experience
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

Tara Crane Tara Crane Phoenix, Arizona Area Details
Tara Crane's Investment Advisors International Experience January 2008 - October 2009
Job Office/Accounting Manager at Clear Funds, LLC
Industry Financial Services
Experience
Clear Funds, LLC   October 2009 - Present
Investment Advisors International   January 2008 - October 2009

Education
DeVry University Phoenix   1990 — 1994
Bachelor of Science, Accounting

Alan Pettibone Alan Pettibone Missoula, Montana Area Details
Alan Pettibone's Investment Advisors International Experience July 2009 - December 2010
Job F&I Manager at Lithia Chrysler Jeep Dodge of Missoula
Industry Financial Services
Experience
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

Chiew Sing (Cindy) Ling, CFA Chiew Sing (Cindy) Ling, CFA Dallas/Fort Worth Area Details
Chiew Sing (Cindy) Ling, CFA's Investment Advisors International Experience 2006 - December 2011
Job Branch Office Manager, Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
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

Cheryl Yang Cheryl Yang Greater Atlanta Area Details
Cheryl Yang's Investment Advisors International Experience August 2008 - January 2012
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Financial Services
Experience
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

Sallie Smith Sallie Smith Greater Atlanta Area Details
Sallie Smith's Investment Advisors International Experience February 2012 - Present
Job Investment Advisor Representative at Transamerica Financial Services
Industry Financial Services
Experience
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

Matt Luckey Matt Luckey Greater Atlanta Area Details
Matt Luckey's Investment Advisors International Experience June 2006 - January 2012
Job Branch Office Manager at Transamerica Financial Advisors, Inc.
Industry Investment Management
Experience
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

Carla Zevnik-Seufzer Carla Zevnik-Seufzer Greater Milwaukee Area Details
Carla Zevnik-Seufzer's Investment Advisors International Experience September 2006 - October 2010
Job President, ClearStep Financial
Industry Financial Services
Experience
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

Bill Pienias Bill Pienias Tampa/St. Petersburg, Florida Area Details
Bill Pienias's Investment Advisors International Experience 2003 - 2005
Job SVP of Recruiting and Management Development, at Foresters Financial Services
Industry Financial Services
Experience
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

Dennis Malone Dennis Malone Greater Atlanta Area Details
Dennis Malone's Investment Advisors International Experience 2008 - Present
Job Associate at IAI
Industry Financial Services
Experience
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

Patricia Callahan Bryant Patricia Callahan Bryant Jacksonville, Florida Area Details
Patricia Callahan Bryant's Investment Advisors International Experience 2010 - 2011
Job Investment Advisor Representative
Industry Financial Services
Experience
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

Tammy Littlefield Tammy Littlefield Modesto, California Area Details
Tammy Littlefield's Investment Advisors International Experience July 2008 - January 2012
Job Investment Advisor Representative Transamerica Financial Advisors Inc. Transamerica Financial Group Division
Industry Financial Services
Experience
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

Jeremy Gilpin Jeremy Gilpin Tampa/St. Petersburg, Florida Area Details
Jeremy Gilpin's Investment Advisors International Experience January 2010 - July 2010
Job Business Analyst at Aspire Financial Services, LLC
Industry Financial Services
Experience
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

Ronald Yates Ronald Yates Corona, California Details
Ronald Yates's Investment Advisors International Experience 2010 - 2012
Job Investment Advisor Representative at Transamerica Financial Advisors
Industry Financial Services
Experience
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

Bryan Morse Bryan Morse Greater Denver Area Details
Bryan Morse's Investment Advisors International Experience May 2005 - November 2011
Job Business Development Manager at Equity Staffing Group
Industry Financial Services
Experience
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

Akemi Thomsen Akemi Thomsen Greater Los Angeles Area Details
Akemi Thomsen's Investment Advisors International Experience May 2008 - February 2009
Job Externship Phlebotomist
Industry Hospital & Health Care
Experience
.   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

Jim Panthaki Jim Panthaki Chino Hills, California Details
Jim Panthaki's Investment Advisors International Experience 2008 - 2012
Job Mortgage Banker at TriEmerald Financial Group
Industry Financial Services
Experience
Tri-Emerald Financial Group  2013 - Present
Investment Advisors International   2008 - 2012

Education
Indian Institute of Technology, Kharagpur

Thomas Ketner Thomas Ketner Greater Los Angeles Area Details
Thomas Ketner's Investment Advisors International Experience February 2008 - January 2012
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Financial Services
Experience
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