Investment Professionals, Inc.
Description
Address: 16414 San Pedro Ave #300, San Antonio, TX 78232 Hours: Closed ⋅ Opens 8AM Mon SundayClosedMonday(Martin Luther King Jr. Day)8AM–5PMHours might differTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (210) 308-8800: Website: : Category: : : : Place name: : Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Sundays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place.Closed Sundays—pick another day : 12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Investment Professionals Inc. Posting publicly on the Web Write a review Reviews 4 Google reviews
Investment Professionals, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Investment Professionals, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Investment Professionals, Inc. Employees
Employee
Years
Job
Industry
Carl Dykes Carl Dykes's Investment Professionals, Inc. Experience October 2008 - April 2009
Job Team Leader
Industry Retail
Experience
Sprint Mart August 2010 - Present
Investment Professionals, Inc. October 2008 - April 2009
Southern Wealth Management Group November 2007 - September 2008
Morgan Keegan & Co Inc June 2005 - September 2007
Union Planters Financial Svc May 2004 - June 2005
Edward Jones March 2000 - May 2004
Education
Bemidji State University 1994 — 1999
Bachelor's degree, Business Administration and Management, General
Sprint Mart August 2010 - Present
Investment Professionals, Inc. October 2008 - April 2009
Southern Wealth Management Group November 2007 - September 2008
Morgan Keegan & Co Inc June 2005 - September 2007
Union Planters Financial Svc May 2004 - June 2005
Edward Jones March 2000 - May 2004
Education
Bemidji State University 1994 — 1999
Bachelor's degree, Business Administration and Management, General
John Sacchetti John Sacchetti's Investment Professionals, Inc. Experience February 2009 - Present
Job Senior Vice President Director of Capital Markets at Investment Professionals, Inc.
Industry Financial Services
Experience
Investment Professionals, Inc. February 2009 - Present
Advisors Asset Management, Inc. March 2003 - May 2008
Merrill Lynch February 1999 - April 2003
Skills
Portfolio Management, Asset Management, Fixed Income, Capital Markets, Finance, Trading, Teaching, Customer Service, Financial Advisory, Business Development, Municipal Trading, Risk Management, Business Unit Start-up, Electronic Trading..., Municipal Trading...
Education
Manhattan College 1989 — 1993
Bachelor of Science (B.S.), Mathematics
La Salle academy 1980 — 1984
Investment Professionals, Inc. February 2009 - Present
Advisors Asset Management, Inc. March 2003 - May 2008
Merrill Lynch February 1999 - April 2003
Skills
Portfolio Management, Asset Management, Fixed Income, Capital Markets, Finance, Trading, Teaching, Customer Service, Financial Advisory, Business Development, Municipal Trading, Risk Management, Business Unit Start-up, Electronic Trading..., Municipal Trading...
Education
Manhattan College 1989 — 1993
Bachelor of Science (B.S.), Mathematics
La Salle academy 1980 — 1984
Roy Palmer CLTC Roy Palmer CLTC's Investment Professionals, Inc. Experience April 2014 - Present
Job Program Manager / Financial Advisor
Industry Financial Services
Experience
Investment Professionals, Inc. April 2014 - Present
MassMutual Financial Group April 2011 - April 2014
Allstate Financial Services, LLC May 2004 - April 2011
Education
The American College
Financial Planning and Financial Services
Investment Professionals, Inc. April 2014 - Present
MassMutual Financial Group April 2011 - April 2014
Allstate Financial Services, LLC May 2004 - April 2011
Education
The American College
Financial Planning and Financial Services
Andy Inman Andy Inman's Investment Professionals, Inc. Experience March 2011 - Present
Job Financial Advisor, Director of Wealth Management at Peoples Investment Professionals
Industry Financial Services
Experience
Investment Professionals, Inc. March 2011 - Present
Esperanza Education Foundation March 2010 - Present
Edward Jones December 2008 - March 2011
The Request Group August 2008 - November 2008
The Tomato Cafe February 2007 - January 2008
Skills
College Savings Plans, 401k Rollovers, Long Term Care, Investments, Series 7, Pensions, IRA's, Financial Planning, Retirement Planning, Annuities, Risk Management, Financial Analysis, Asset Management, Organizational..., Succession Planning, Retirement, Wealth Management, 401k, Mutual Funds, Employee Benefits, Term Life Insurance, Bonds, REIT's, Retirement Income..., Retirement Solutions, Retirement Plans, Retirement Savings, 529 Plans, Disability Insurance, Stocks, IRA Rollovers, Roth IRA, Organizational Change, Alternative Investments, Financial Planners, Asset Allocation, IRAs, FINRA, Securities, Financial Advisory, Life Insurance, Wealth Accumulation, REIT, Long Term Care Insurance, Strategic Financial..., Income Protection, Investment Advisory, Variable Annuities, Fixed Annuities, Estate Planning
Education
University of the Rockies 2010 — 2012
MA, Psychology with a Specialization in Organizational Leadership
Augustana College (SD) 2002 — 2006
B.A., Computer Information Systems, Art
Investment Professionals, Inc. March 2011 - Present
Esperanza Education Foundation March 2010 - Present
Edward Jones December 2008 - March 2011
The Request Group August 2008 - November 2008
The Tomato Cafe February 2007 - January 2008
Skills
College Savings Plans, 401k Rollovers, Long Term Care, Investments, Series 7, Pensions, IRA's, Financial Planning, Retirement Planning, Annuities, Risk Management, Financial Analysis, Asset Management, Organizational..., Succession Planning, Retirement, Wealth Management, 401k, Mutual Funds, Employee Benefits, Term Life Insurance, Bonds, REIT's, Retirement Income..., Retirement Solutions, Retirement Plans, Retirement Savings, 529 Plans, Disability Insurance, Stocks, IRA Rollovers, Roth IRA, Organizational Change, Alternative Investments, Financial Planners, Asset Allocation, IRAs, FINRA, Securities, Financial Advisory, Life Insurance, Wealth Accumulation, REIT, Long Term Care Insurance, Strategic Financial..., Income Protection, Investment Advisory, Variable Annuities, Fixed Annuities, Estate Planning
Education
University of the Rockies 2010 — 2012
MA, Psychology with a Specialization in Organizational Leadership
Augustana College (SD) 2002 — 2006
B.A., Computer Information Systems, Art
Jocelyn Cates, CRPC's Investment Professionals, Inc. Experience January 2015 - Present
Job Vice President of Business Development/Financial Advisor
Industry Financial Services
Experience
Investment Professionals, Inc. January 2015 - Present
Investment Professionals, Inc. August 2013 - January 2015
VALIC August 2012 - August 2013
USAA February 2008 - August 2012
Wells Fargo Advisors April 2006 - September 2007
Merrill Lynch April 2004 - April 2006
Edward Jones May 2001 - April 2004
Skills
Strategic Planning, Project Management, Process Improvement, Microsoft Office, Customer Service, Analysis, Budget, Event Management, Client Relations Skills, Presentations, Retirement Planning, Public Speaking, 403b, 401k, Mutual Funds, Bonds, Annuity Sales, Teachers Retirement..., Human Resources, Defined Benefit, Retirement Benefits, Employee Benefits, Military Retirement..., Organizational..., Written & Oral..., Business Development, Product Marketing, Finance, Wealth Management, Budgets, Investments, Financial Services
Education
The University of Texas at El Paso 2000 — 2005
Bachelor of Business Administration (BBA), Finance, General
Investment Professionals, Inc. January 2015 - Present
Investment Professionals, Inc. August 2013 - January 2015
VALIC August 2012 - August 2013
USAA February 2008 - August 2012
Wells Fargo Advisors April 2006 - September 2007
Merrill Lynch April 2004 - April 2006
Edward Jones May 2001 - April 2004
Skills
Strategic Planning, Project Management, Process Improvement, Microsoft Office, Customer Service, Analysis, Budget, Event Management, Client Relations Skills, Presentations, Retirement Planning, Public Speaking, 403b, 401k, Mutual Funds, Bonds, Annuity Sales, Teachers Retirement..., Human Resources, Defined Benefit, Retirement Benefits, Employee Benefits, Military Retirement..., Organizational..., Written & Oral..., Business Development, Product Marketing, Finance, Wealth Management, Budgets, Investments, Financial Services
Education
The University of Texas at El Paso 2000 — 2005
Bachelor of Business Administration (BBA), Finance, General
Trey Garrard Trey Garrard's Investment Professionals, Inc. Experience August 2011 - Present
Job Senior Investment Officer at First Farmers and Merchants Bank
Industry Financial Services
Experience
First Farmers and Merchants Bank August 2011 - Present
Investment Professionals, Inc. August 2011 - Present
VSR Financial Services August 2005 - August 2011
Community First Bank & Trust August 2005 - August 2011
Northwestern Mutual December 2003 - July 2005
Skills
Investments, Strategic Financial..., Estate Planning, Wealth Management, Finance, Series 7, Mutual Funds, Investment Advisory, Personal Finance, Asset Allocation, Investment Strategies, Insurance, Retirement Planning, Retirement, Financial Advisory
Education
University of Arkansas at Fayetteville 1982 — 1984
University of North Texas 1981 — 1982
First Farmers and Merchants Bank August 2011 - Present
Investment Professionals, Inc. August 2011 - Present
VSR Financial Services August 2005 - August 2011
Community First Bank & Trust August 2005 - August 2011
Northwestern Mutual December 2003 - July 2005
Skills
Investments, Strategic Financial..., Estate Planning, Wealth Management, Finance, Series 7, Mutual Funds, Investment Advisory, Personal Finance, Asset Allocation, Investment Strategies, Insurance, Retirement Planning, Retirement, Financial Advisory
Education
University of Arkansas at Fayetteville 1982 — 1984
University of North Texas 1981 — 1982
Tammy L. Swann Tammy L. Swann's Investment Professionals, Inc. Experience 2008 - 2011
Job Private Wealth Manager & Branch Director at UPSTREAM Investment Partners, LLC
Industry Financial Services
Experience
Upstream Investment Partners, LLC October 2012 - Present
UPSTREAM Investment Partners, LLC October 2012 - Present
Ameriprise Financial Services, Inc. 2011 - 2012
Investment Professionals, Inc. 2008 - 2011
Skills
Series 7, Retirement, Mutual Funds, Series 63, Wealth Management, Investments, Series 65, Securities, Estate Planning, Long-term Care, Life Insurance, FINRA, Series 24, Finance, Retirement Planning, Professional Women, series 66, Licensed Life Insurance..., Options, 401k Rollovers, Saving for Education
Education
Angelina College
Upstream Investment Partners, LLC October 2012 - Present
UPSTREAM Investment Partners, LLC October 2012 - Present
Ameriprise Financial Services, Inc. 2011 - 2012
Investment Professionals, Inc. 2008 - 2011
Skills
Series 7, Retirement, Mutual Funds, Series 63, Wealth Management, Investments, Series 65, Securities, Estate Planning, Long-term Care, Life Insurance, FINRA, Series 24, Finance, Retirement Planning, Professional Women, series 66, Licensed Life Insurance..., Options, 401k Rollovers, Saving for Education
Education
Angelina College
Robert Burrow's Investment Professionals, Inc. Experience November 2014 - January 2015
Job Securities Compliance Consultant
Industry Financial Services
Experience
Compliance Consultant January 2015 - Present
Investment Professionals, Inc. November 2014 - January 2015
USAA April 2012 - October 2014
JPMorgan Chase June 2011 - March 2012
Wells Fargo Advisors January 2005 - May 2011
Skills
Securities, FINRA, AML, Mutual Funds, Series 63, Risk Management, Series 24, Banking, Investments, Financial Services, Wealth Management, Equities, Financial Risk, Investment Advisory, Asset Management, Insurance, Capital Markets, Due Diligence, Credit, Fixed Income, Alternative Investments, Uniform Combined State..., Series 7, Financial Advisory
Education
Friends University 1988 — 1990
Masters, Management
Wichita State University 1981 — 1984
Bachelors, Finance
Compliance Consultant January 2015 - Present
Investment Professionals, Inc. November 2014 - January 2015
USAA April 2012 - October 2014
JPMorgan Chase June 2011 - March 2012
Wells Fargo Advisors January 2005 - May 2011
Skills
Securities, FINRA, AML, Mutual Funds, Series 63, Risk Management, Series 24, Banking, Investments, Financial Services, Wealth Management, Equities, Financial Risk, Investment Advisory, Asset Management, Insurance, Capital Markets, Due Diligence, Credit, Fixed Income, Alternative Investments, Uniform Combined State..., Series 7, Financial Advisory
Education
Friends University 1988 — 1990
Masters, Management
Wichita State University 1981 — 1984
Bachelors, Finance
Dianna Mathews Dianna Mathews's Investment Professionals, Inc. Experience October 2013 - Present
Job Systems Analyst at Coley and Associates
Industry Information Technology and Services
Experience
Coley and Associates January 2014 - Present
Investment Professionals, Inc. October 2013 - Present
Coley and Associates March 2013 - July 2013
Skills
Microsoft Excel, PowerPoint, Research, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Team Building, Project Management, Social Media, Event Planning, Accounting, Teamwork
Education
Southwestern Illinois College 2010 — 2012
Associate of Science (AS), Psychology
Premier Knowledge Solutions
Security Plus Certified, Information Technology
Coley and Associates January 2014 - Present
Investment Professionals, Inc. October 2013 - Present
Coley and Associates March 2013 - July 2013
Skills
Microsoft Excel, PowerPoint, Research, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Team Building, Project Management, Social Media, Event Planning, Accounting, Teamwork
Education
Southwestern Illinois College 2010 — 2012
Associate of Science (AS), Psychology
Premier Knowledge Solutions
Security Plus Certified, Information Technology
Joseph D. Malara P.E.'s Investment Professionals, Inc. Experience July 2005 - Present
Job Engineering, Financial & Business Consulting
Industry Civil Engineering
Experience
Malara Engineering Consulting LLC February 2012 - Present
Investment Professionals, Inc. July 2005 - Present
Entergy October 1987 - March 2005
Bechtel Power Corporation June 1980 - October 1987
Skills
Project Planning, Inventory Management, Analysis, Teamwork, Project Management, Troubleshooting, Financial Analysis, Financial Modeling, Retirement Planning, Risk Management, Change Management, Management, Engineering, Program Management, Business Planning, Nuclear, Contract Negotiation, Leadership, Structural Analysis, Business Development, Contract Management, Strategy, Energy, New Business Development, Power Plants, Project Engineering, Power Generation
Education
New Jersey Institute of Technology
Bachelor of Science (B.S.)
University of Michigan
Wharton School, University of Pennsylvania
Executive Program
Mississippi State University
Malara Engineering Consulting LLC February 2012 - Present
Investment Professionals, Inc. July 2005 - Present
Entergy October 1987 - March 2005
Bechtel Power Corporation June 1980 - October 1987
Skills
Project Planning, Inventory Management, Analysis, Teamwork, Project Management, Troubleshooting, Financial Analysis, Financial Modeling, Retirement Planning, Risk Management, Change Management, Management, Engineering, Program Management, Business Planning, Nuclear, Contract Negotiation, Leadership, Structural Analysis, Business Development, Contract Management, Strategy, Energy, New Business Development, Power Plants, Project Engineering, Power Generation
Education
New Jersey Institute of Technology
Bachelor of Science (B.S.)
University of Michigan
Wharton School, University of Pennsylvania
Executive Program
Mississippi State University
Robert Trevino Robert Trevino's Investment Professionals, Inc. Experience December 2011 - February 2013
Job VP Distribution at Integrity Aviation, LLC
Industry Financial Services
Experience
Integrity Aviation, LLC January 2015 - Present
Fulcrum Point Financial May 2014 - January 2015
Investment Professionals, Inc. December 2011 - February 2013
Wehring Wealth Management October 2010 - November 2011
Advisors Asset Management, Inc. November 2002 - August 2010
Charles Schwab April 1994 - April 2001
Skills
Series 7, Investments, Mutual Funds, Series 63, Fixed Income, SERIES 66, Bloomberg Terminal, Securities, Investment Advisory, Wealth Management, Portfolio Management, Asset Allocation, Investment Strategies, Retirement Planning, Retirement, Strategic Financial..., Fixed Annuities, IRAs, Estate Planning, Asset Management, Equities, Long-term Care, Life Insurance, Options, FINRA, Trading, ETFs, Bonds, Bloomberg, Alternative Investments, Electronic Trading, Financial Advisory, Uniform Combined State..., Capital Markets, Financial Services, Financial Markets, Derivatives, Financial Planning
Education
The University of Texas at San Antonio
St. Mary's University
Integrity Aviation, LLC January 2015 - Present
Fulcrum Point Financial May 2014 - January 2015
Investment Professionals, Inc. December 2011 - February 2013
Wehring Wealth Management October 2010 - November 2011
Advisors Asset Management, Inc. November 2002 - August 2010
Charles Schwab April 1994 - April 2001
Skills
Series 7, Investments, Mutual Funds, Series 63, Fixed Income, SERIES 66, Bloomberg Terminal, Securities, Investment Advisory, Wealth Management, Portfolio Management, Asset Allocation, Investment Strategies, Retirement Planning, Retirement, Strategic Financial..., Fixed Annuities, IRAs, Estate Planning, Asset Management, Equities, Long-term Care, Life Insurance, Options, FINRA, Trading, ETFs, Bonds, Bloomberg, Alternative Investments, Electronic Trading, Financial Advisory, Uniform Combined State..., Capital Markets, Financial Services, Financial Markets, Derivatives, Financial Planning
Education
The University of Texas at San Antonio
St. Mary's University
Veronica Garza Veronica Garza's Investment Professionals, Inc. Experience July 2012 - October 2013
Job Vice President, Director Human Resources at Investment Professionals, Inc.
Industry Financial Services
Experience
Investment Professionals, Inc. July 2012 - October 2013
Sirius Computer Solutions June 2008 - September 2010
USAA December 1991 - July 2001
Skills
Succession Planning, Recruiting, Change Management, Performance Management, Employee Benefits, Employee Relations, Strategic Policy..., Employee Health and..., Organizational..., Training, Payroll, HR Compliance/EEOC, Internal Investigations, Employee Communications, Leadership Development..., Leadership, Employee Training, Deferred Compensation, Personnel Management, Leadership Development, Benefits Administration, Employee Engagement, Strategy, HRIS
Education
University of the Incarnate Word 1992 — 1996
Master of Business Administration (MBA), Business Administration and Management, General
St. Mary's University 1977 — 1981
Bachelor of Arts (BA), cum laude honors, International Relations and MInor in Economics
Investment Professionals, Inc. July 2012 - October 2013
Sirius Computer Solutions June 2008 - September 2010
USAA December 1991 - July 2001
Skills
Succession Planning, Recruiting, Change Management, Performance Management, Employee Benefits, Employee Relations, Strategic Policy..., Employee Health and..., Organizational..., Training, Payroll, HR Compliance/EEOC, Internal Investigations, Employee Communications, Leadership Development..., Leadership, Employee Training, Deferred Compensation, Personnel Management, Leadership Development, Benefits Administration, Employee Engagement, Strategy, HRIS
Education
University of the Incarnate Word 1992 — 1996
Master of Business Administration (MBA), Business Administration and Management, General
St. Mary's University 1977 — 1981
Bachelor of Arts (BA), cum laude honors, International Relations and MInor in Economics
Paul Nicholls Jr. Paul Nicholls Jr.'s Investment Professionals, Inc. Experience 2011 - 2012
Job Mass Mutual Southern New England, Head Lacrosse Coach Plymouth North High School Member Vet Net Plymouth
Industry Financial Services
Experience
Mass Mutual Southern New England July 2013 - Present
Vet Net Plymouth October 2012 - Present
Investment Professionals, Inc. 2011 - 2012
Plymouth North High School 2010 - 2012
cco investments January 2005 - March 2011
A. G. Edwards 2000 - 2005
Morgan Stanley 1996 - 2000
Marshfield High School 1993 - 1996
Skills
Asset Managment, Business Development, Customer Service, Investment Advisory, Income Protection, Lacrosse, Asset Management, Employee Benefits, Leadership, Coaching, Public Speaking, Analysis, Investments, Wealth Management, Team Building, Finance, Mutual Funds, Financial Advisory, Retirement, Financial Services, Financial Analysis, Risk Management, Entrepreneurship, Small Business, Budgets, Recruiting, Access, Strategic Planning, Sales, Management, Leadership Development, Insurance, Estate Planning, Strategic Financial..., Business Planning, 401k, Training, Strategy, Fundraising, Marketing, Portfolio Management, Start-ups, Asset Allocation, Fixed Annuities, Banking, Series 7, Retirement Planning, Event Planning, Nonprofits, New Business Development
Education
Nichols College 1980 — 1984
BS, Public Administration
Mass Mutual Southern New England July 2013 - Present
Vet Net Plymouth October 2012 - Present
Investment Professionals, Inc. 2011 - 2012
Plymouth North High School 2010 - 2012
cco investments January 2005 - March 2011
A. G. Edwards 2000 - 2005
Morgan Stanley 1996 - 2000
Marshfield High School 1993 - 1996
Skills
Asset Managment, Business Development, Customer Service, Investment Advisory, Income Protection, Lacrosse, Asset Management, Employee Benefits, Leadership, Coaching, Public Speaking, Analysis, Investments, Wealth Management, Team Building, Finance, Mutual Funds, Financial Advisory, Retirement, Financial Services, Financial Analysis, Risk Management, Entrepreneurship, Small Business, Budgets, Recruiting, Access, Strategic Planning, Sales, Management, Leadership Development, Insurance, Estate Planning, Strategic Financial..., Business Planning, 401k, Training, Strategy, Fundraising, Marketing, Portfolio Management, Start-ups, Asset Allocation, Fixed Annuities, Banking, Series 7, Retirement Planning, Event Planning, Nonprofits, New Business Development
Education
Nichols College 1980 — 1984
BS, Public Administration
Rozanne McManus Rozanne McManus's Investment Professionals, Inc. Experience 2010 - 2012
Job Chief Operating Officer at Sensus Wealth Management Group LLC
Industry Financial Services
Experience
Sensus Wealth Management Group LLC January 2014 - Present
Investment Professionals, Inc. 2010 - 2012
Skills
Retirement Planning, Wealth Management, Series 7, Investment Advisory, Investment Strategies, Asset Allocation, Retirement, Estate Planning, Strategic Financial..., Wealth, Investments, Series 24, Series 63, Mutual Funds, Securities, Series 53, Series 65, Real Estate Investment...
Education
Trinity University
Sensus Wealth Management Group LLC January 2014 - Present
Investment Professionals, Inc. 2010 - 2012
Skills
Retirement Planning, Wealth Management, Series 7, Investment Advisory, Investment Strategies, Asset Allocation, Retirement, Estate Planning, Strategic Financial..., Wealth, Investments, Series 24, Series 63, Mutual Funds, Securities, Series 53, Series 65, Real Estate Investment...
Education
Trinity University
Randy Olfers Randy Olfers's Investment Professionals, Inc. Experience March 2013 - Present
Job Vice PresidentCapital Markets
Industry Financial Services
Experience
Investment Professionals, Inc. March 2013 - Present
Further Lane Asset Management August 2012 - March 2013
Advisors Asset Management, Inc. September 2003 - January 2012
Education
The University of Texas at San Antonio 1996 — 2001
Bachelor of Business Administration (BBA), Finance, General
Investment Professionals, Inc. March 2013 - Present
Further Lane Asset Management August 2012 - March 2013
Advisors Asset Management, Inc. September 2003 - January 2012
Education
The University of Texas at San Antonio 1996 — 2001
Bachelor of Business Administration (BBA), Finance, General
Curin Romich Curin Romich's Investment Professionals, Inc. Experience December 2012 - June 2014
Job Licensed Sales Associate at Investment Professionals, Inc.
Industry Financial Services
Experience
Cetera Investment Services June 2014 - Present
Investment Professionals, Inc. December 2012 - June 2014
Customers Bank October 2010 - December 2012
National Penn September 2008 - October 2010
Skills
Sales, Loans, Banking, Commercial Lending, Small Business Lending, Retail Banking, Series 63, Investments, Customer Service, Financial Services, Mutual Funds, Cross Selling, Coaching, Recruiting, Loan Origination, Branch Management, Microsoft Office, Public Relations, Microsoft Word
Education
Kutztown University of Pennsylvania 1998 — 2002
Bachelor of Arts (BA), Communication and Public Relations
Oley Valley High School 1994 — 1998
Cetera Investment Services June 2014 - Present
Investment Professionals, Inc. December 2012 - June 2014
Customers Bank October 2010 - December 2012
National Penn September 2008 - October 2010
Skills
Sales, Loans, Banking, Commercial Lending, Small Business Lending, Retail Banking, Series 63, Investments, Customer Service, Financial Services, Mutual Funds, Cross Selling, Coaching, Recruiting, Loan Origination, Branch Management, Microsoft Office, Public Relations, Microsoft Word
Education
Kutztown University of Pennsylvania 1998 — 2002
Bachelor of Arts (BA), Communication and Public Relations
Oley Valley High School 1994 — 1998
Alyson Cameron Alyson Cameron's Investment Professionals, Inc. Experience May 2004 - July 2007
Job Art Director
Industry Publishing
Experience
Conde Nast January 2012 - February 2013
Conde Nast July 2010 - January 2012
Time Inc. June 2010 - July 2010
Rodale September 2009 - December 2009
Country Living March 2009 - July 2009
Domino Magazine August 2007 - January 2009
Investment Professionals, Inc. May 2004 - July 2007
The Bradford Lawton Design Group May 2003 - May 2004
Texas Tech University May 2000 - May 2003
Education
Texas Tech University 1997 — 2002
BFA, Design Communication
Conde Nast January 2012 - February 2013
Conde Nast July 2010 - January 2012
Time Inc. June 2010 - July 2010
Rodale September 2009 - December 2009
Country Living March 2009 - July 2009
Domino Magazine August 2007 - January 2009
Investment Professionals, Inc. May 2004 - July 2007
The Bradford Lawton Design Group May 2003 - May 2004
Texas Tech University May 2000 - May 2003
Education
Texas Tech University 1997 — 2002
BFA, Design Communication
Grace Rodriguez-Elliott Grace Rodriguez-Elliott's Investment Professionals, Inc. Experience August 2006 - August 2007
Job Vice President, Market Manager at Broadway Bank
Industry Financial Services
Experience
Broadway Bank August 2007 - Present
Investment Professionals, Inc. August 2006 - August 2007
USAA March 1997 - July 2005
Skills
Team Leadership, Strategic Financial..., Process Improvement, Microsoft Office, Public Relations, Outlook, Small Business Lending, Project Management, Operations Management, PowerPoint, Branch Management, Business Development, Non-profit Board..., Retail Banking, Consumer Lending, Staff Development, Coaching Staff, Sales&Marketing, Marketing Strategy, Credit, Loan Origination, Commercial Lending, Financial Planning, Financial Services
Education
Our Lady of the Lake University
Thomas Jefferson High School
Broadway Bank August 2007 - Present
Investment Professionals, Inc. August 2006 - August 2007
USAA March 1997 - July 2005
Skills
Team Leadership, Strategic Financial..., Process Improvement, Microsoft Office, Public Relations, Outlook, Small Business Lending, Project Management, Operations Management, PowerPoint, Branch Management, Business Development, Non-profit Board..., Retail Banking, Consumer Lending, Staff Development, Coaching Staff, Sales&Marketing, Marketing Strategy, Credit, Loan Origination, Commercial Lending, Financial Planning, Financial Services
Education
Our Lady of the Lake University
Thomas Jefferson High School
Jeremy Hurst Jeremy Hurst's Investment Professionals, Inc. Experience September 2010 - December 2011
Job AVP, Commercial Lender at BancorpSouth
Industry Banking
Experience
BancorpSouth January 2013 - Present
Wells Fargo December 2011 - January 2013
Investment Professionals, Inc. September 2010 - December 2011
Skills
FINRA Series 7, FINRA Series 66, Investments, Bloomberg, Financial Analysis, Strategic Financial..., Wealth Management, Mortgage Lending, Portfolio Management, Mutual Funds, Asset Allocation, Relationship Management, Loans, Private Banking, Commercial Lending, Credit Analysis, Credit, Banking, Small Business Lending, Consumer Lending, Cash Management, Commercial Banking, Financial Planning, Series 7, Finance
Education
PAUL W. BARRET GRADUATE SCHOOL OF BANKING 2015 — 2017
GRADUATE BANKING SCHOOL
Southern Arkansas University 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
ABA National Commercial Lending School, SWGSB, Dallas, TX 2014 — 2014
University of Arkansas at Little Rock 2005 — 2007
BBA, Finance
El Dorado High School 1997 — 2001
Diploma
BancorpSouth January 2013 - Present
Wells Fargo December 2011 - January 2013
Investment Professionals, Inc. September 2010 - December 2011
Skills
FINRA Series 7, FINRA Series 66, Investments, Bloomberg, Financial Analysis, Strategic Financial..., Wealth Management, Mortgage Lending, Portfolio Management, Mutual Funds, Asset Allocation, Relationship Management, Loans, Private Banking, Commercial Lending, Credit Analysis, Credit, Banking, Small Business Lending, Consumer Lending, Cash Management, Commercial Banking, Financial Planning, Series 7, Finance
Education
PAUL W. BARRET GRADUATE SCHOOL OF BANKING 2015 — 2017
GRADUATE BANKING SCHOOL
Southern Arkansas University 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
ABA National Commercial Lending School, SWGSB, Dallas, TX 2014 — 2014
University of Arkansas at Little Rock 2005 — 2007
BBA, Finance
El Dorado High School 1997 — 2001
Diploma
Tyler Cales Tyler Cales's Investment Professionals, Inc. Experience May 2013 - February 2014
Job Investment Professionals, Inc.
Industry Financial Services
Experience
Schertz Bank and Trust - Schertz Wealth Solutions February 2014 - Present
Investment Professionals, Inc. May 2013 - February 2014
Skills
Investments, Recruiting, Finance, Asset Management, Retirement, Program Management, Mutual Funds, Series 7, Wealth Management
Education
The University of Texas at San Antonio 2009 — 2011
Bachelor's degree, Political Science and Government
St. Mary's University 2007 — 2009
Financial Services
Midland College 2006 — 2007
Associate's degree
The University of New Mexico 2004 — 2005
Schertz Bank and Trust - Schertz Wealth Solutions February 2014 - Present
Investment Professionals, Inc. May 2013 - February 2014
Skills
Investments, Recruiting, Finance, Asset Management, Retirement, Program Management, Mutual Funds, Series 7, Wealth Management
Education
The University of Texas at San Antonio 2009 — 2011
Bachelor's degree, Political Science and Government
St. Mary's University 2007 — 2009
Financial Services
Midland College 2006 — 2007
Associate's degree
The University of New Mexico 2004 — 2005
Jennifer Baugh Jennifer Baugh's Investment Professionals, Inc. Experience 2006 - 2007
Job Founder & Executive Director of Young Catholic Professionals
Industry Nonprofit Organization Management
Experience
Young Catholic Professionals June 2010 - Present
FTI Consulting September 2010 - April 2011
Texas A&M University August 2008 - December 2009
Merrill Lynch 2007 - 2008
Investment Professionals, Inc. 2006 - 2007
Education
Texas A&M University 2008 — 2010
Masters, Business Administration
Texas A&M University - Mays Business School 2008 — 2010
Trinity University 2003 — 2006
Business
Young Catholic Professionals June 2010 - Present
FTI Consulting September 2010 - April 2011
Texas A&M University August 2008 - December 2009
Merrill Lynch 2007 - 2008
Investment Professionals, Inc. 2006 - 2007
Education
Texas A&M University 2008 — 2010
Masters, Business Administration
Texas A&M University - Mays Business School 2008 — 2010
Trinity University 2003 — 2006
Business
Brad E. Thompson Brad E. Thompson's Investment Professionals, Inc. Experience 1996 - 2011
Job Vice President of Investments at Upstream Investment Partners, LLC
Industry Financial Services
Experience
Upstream Investment Partners, LLC November 2012 - Present
Ameriprise Financial Services, Inc. June 2011 - November 2012
Investment Professionals, Inc. 1996 - 2011
JBS 1990 - 1992
Skills
Asset Allocation, Retirement Planning, Investments, Securities, Insurance, Finance, Financial Advisory, FINRA, Wealth, Tax, Wealth Management, Series 7, Strategic Financial..., Investment Advisory, Mutual Funds, Fixed Annuities, Retirement, Asset Management, Series 63, Portfolio Management, Investment Strategies
Education
Incarnate Word 1977 — 1979
Cullen Jr High
Texas Tech University
Upstream Investment Partners, LLC November 2012 - Present
Ameriprise Financial Services, Inc. June 2011 - November 2012
Investment Professionals, Inc. 1996 - 2011
JBS 1990 - 1992
Skills
Asset Allocation, Retirement Planning, Investments, Securities, Insurance, Finance, Financial Advisory, FINRA, Wealth, Tax, Wealth Management, Series 7, Strategic Financial..., Investment Advisory, Mutual Funds, Fixed Annuities, Retirement, Asset Management, Series 63, Portfolio Management, Investment Strategies
Education
Incarnate Word 1977 — 1979
Cullen Jr High
Texas Tech University
Ann Bowers Kinder Ann Bowers Kinder's Investment Professionals, Inc. Experience August 2013 - Present
Job Financial Advisor at Investment Professionals, Inc.
Industry Financial Services
Experience
Investment Professionals, Inc. August 2013 - Present
Edward Jones November 2010 - August 2013
Alzheimer's Association 2000 - December 2011
Patriot Mortgage October 2008 - October 2010
Skills
Investment Properties, Budgets, Customer Service, Fundraising, First Time Home Buyers, Credit, Estate Planning, Microsoft Excel, Accounting
Education
Emory University 1979 — 1980
MA, Teaching
Emory University 1976 — 1979
BA, Political Science
Southside 1974 — 1976
Investment Professionals, Inc. August 2013 - Present
Edward Jones November 2010 - August 2013
Alzheimer's Association 2000 - December 2011
Patriot Mortgage October 2008 - October 2010
Skills
Investment Properties, Budgets, Customer Service, Fundraising, First Time Home Buyers, Credit, Estate Planning, Microsoft Excel, Accounting
Education
Emory University 1979 — 1980
MA, Teaching
Emory University 1976 — 1979
BA, Political Science
Southside 1974 — 1976
Debbee Pundt Debbee Pundt's Investment Professionals, Inc. Experience July 2012 - Present
Job Chief of Staff at SB Value Partners, L.P.
Industry Financial Services
Experience
Investment Professionals, Inc. July 2012 - Present
SB Value Partners, L.P. July 2012 - Present
Skills
Strategic Planning, Risk Management, Project Management, Financial Analysis, Business Planning, Human Resources, Six Sigma, Quality Control
Education
Middle Tennessee State University
Business Administration and Management, General
Investment Professionals, Inc. July 2012 - Present
SB Value Partners, L.P. July 2012 - Present
Skills
Strategic Planning, Risk Management, Project Management, Financial Analysis, Business Planning, Human Resources, Six Sigma, Quality Control
Education
Middle Tennessee State University
Business Administration and Management, General
Mandy Townley's Investment Professionals, Inc. Experience February 2015 - Present
Job Independent Consultant at Scentsy
Industry Investment Banking
Experience
Investment Professionals, Inc. February 2015 - Present
Scentsy September 2014 - Present
Arnold Group Real Estate January 2014 - February 2015
St. Bernards Healthcare September 2013 - January 2014
East Arkansas Community College April 2012 - June 2013
Skills
Marketing, Marketing Communications, Social Media Marketing, Hootsuite, Office Administration, Administrative..., Databases, Microsoft Office, Office Equipment..., Desktop Publishing, Web Design, Graphic Design, Art, Logo Design, Digital Marketing, Online Marketing, Analytics, Logistics, Organization, Organizational..., Leadership, Entrepreneurship, Business Intelligence
Education
East Arkansas Community College 2012 — 2016
Business Management, Entrepreneurship/Entrepreneurial Studies
Houston High School 1993 — 2006
General Education
Investment Professionals, Inc. February 2015 - Present
Scentsy September 2014 - Present
Arnold Group Real Estate January 2014 - February 2015
St. Bernards Healthcare September 2013 - January 2014
East Arkansas Community College April 2012 - June 2013
Skills
Marketing, Marketing Communications, Social Media Marketing, Hootsuite, Office Administration, Administrative..., Databases, Microsoft Office, Office Equipment..., Desktop Publishing, Web Design, Graphic Design, Art, Logo Design, Digital Marketing, Online Marketing, Analytics, Logistics, Organization, Organizational..., Leadership, Entrepreneurship, Business Intelligence
Education
East Arkansas Community College 2012 — 2016
Business Management, Entrepreneurship/Entrepreneurial Studies
Houston High School 1993 — 2006
General Education
Anay Srivastava Anay Srivastava's Investment Professionals, Inc. Experience June 2013 - Present
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch November 2014 - Present
Investment Professionals, Inc. June 2013 - Present
Brymen, Lambert & Noel December 2012 - Present
Southwest Securities December 2011 - Present
Skills
Portfolio Management, Bloomberg, Fixed Income, Capital Markets, Asset Management, Series 63, Financial Services, Institutional..., Structured Products, Series 7, Bonds, Trading, Alternative Investments, Hedge Funds, Securities
Education
The University of Texas at Austin 1991 — 1993
MBA, Finance
Merrill Lynch November 2014 - Present
Investment Professionals, Inc. June 2013 - Present
Brymen, Lambert & Noel December 2012 - Present
Southwest Securities December 2011 - Present
Skills
Portfolio Management, Bloomberg, Fixed Income, Capital Markets, Asset Management, Series 63, Financial Services, Institutional..., Structured Products, Series 7, Bonds, Trading, Alternative Investments, Hedge Funds, Securities
Education
The University of Texas at Austin 1991 — 1993
MBA, Finance
Thomas D. Bonds , CPA, Attorney at Law Thomas D. Bonds , CPA, Attorney at Law's Investment Professionals, Inc. Experience 2014 - Present
Job Owner of Bonds Capital Group
Industry Financial Services
Experience
Bonds Capital Group June 2012 - Present
Investment Professionals, Inc. 2014 - Present
Corporate America Credit Union June 1998 - June 2012
NCUA January 1990 - June 1998
Skills
Financial Analysis, SBA Investment Analysis, Credit Union Investments, Credit Union ALM, Portfolio Management, Finance, Banking, CPA, Attorney, Accounting, Financial Services, Credit, Credit Analysis, Risk Management, Executive Management, Mortgage Lending
Education
Birmingham School of Law 1998 — 2003
Doctor of Law (JD), Law
Jacksonville State University 1986 — 1989
Bachelor of Science (BS), Accounting and Finance
Bonds Capital Group June 2012 - Present
Investment Professionals, Inc. 2014 - Present
Corporate America Credit Union June 1998 - June 2012
NCUA January 1990 - June 1998
Skills
Financial Analysis, SBA Investment Analysis, Credit Union Investments, Credit Union ALM, Portfolio Management, Finance, Banking, CPA, Attorney, Accounting, Financial Services, Credit, Credit Analysis, Risk Management, Executive Management, Mortgage Lending
Education
Birmingham School of Law 1998 — 2003
Doctor of Law (JD), Law
Jacksonville State University 1986 — 1989
Bachelor of Science (BS), Accounting and Finance
Bill Spulak, SPHR, CCP's Investment Professionals, Inc. Experience January 2014 - Present
Job VP/Director, People Services at Investment Professionals, Inc.
Industry Human Resources
Experience
Investment Professionals, Inc. January 2014 - Present
WLS Consulting March 2012 - January 2014
GVTC 2008 - 2012
WLS Consulting 2005 - 2008
Harland Clarke 2004 - 2005
Argonaut Group 2002 - 2004
Avnet Computer Marketing 2000 - 2002
Skills
Employee Relations, Compensation & Benefits..., Training & Development, Deferred Compensation, Human Resources, Talent Management, Performance Management, Legal Compliance, Management, Program Management, Onboarding, HRIS, Recruiting, Talent Acquisition, Workforce Planning, Leadership, Employee Training, Strategic Planning, Employee Engagement, Employee Benefits, Organizational..., Personnel Management, Strategy
Education
University of Nebraska-Lincoln
Bachelor's Degree: BSBA - Double Major, Bus. Mgt. in Human Resources; and Marketing
Investment Professionals, Inc. January 2014 - Present
WLS Consulting March 2012 - January 2014
GVTC 2008 - 2012
WLS Consulting 2005 - 2008
Harland Clarke 2004 - 2005
Argonaut Group 2002 - 2004
Avnet Computer Marketing 2000 - 2002
Skills
Employee Relations, Compensation & Benefits..., Training & Development, Deferred Compensation, Human Resources, Talent Management, Performance Management, Legal Compliance, Management, Program Management, Onboarding, HRIS, Recruiting, Talent Acquisition, Workforce Planning, Leadership, Employee Training, Strategic Planning, Employee Engagement, Employee Benefits, Organizational..., Personnel Management, Strategy
Education
University of Nebraska-Lincoln
Bachelor's Degree: BSBA - Double Major, Bus. Mgt. in Human Resources; and Marketing
James Tony Beigel James Tony Beigel's Investment Professionals, Inc. Experience August 2010 - September 2012
Job Owner/ General Manager at Aqualicoat Technical Coatings
Industry Consumer Services
Experience
Acme Holdings, inc September 2014 - Present
Aqualicoat Technical Coatings September 2013 - Present
Engine Components International September 2012 - October 2013
Investment Professionals, Inc. August 2010 - September 2012
Electro-Coatings July 2010 - October 2011
Advisors Asset Management, Inc. November 2008 - April 2010
Advisors Asset Management, Inc. January 2004 - October 2008
Advisors Asset Management, Inc. August 2002 - January 2004
USAA February 1998 - July 2002
USAA September 1995 - January 1998
Skills
Business Development, Coaching, Investments, Sales Management, Strategic Planning, Public Speaking, Training, Series 7, Series 24, Series 63, Mutual Funds, Bonds, Securities, Investment Strategies, Asset Allocation, series 53, Strategic Financial..., Retirement, Financial Advisory, Portfolio Management, Life Insurance, Equities, Series 65, Banking, Investment Management, Risk Management, Insurance, Leadership, CRM, Management, Sales Operations, Strategy, Relationship Management, Marketing, Forecasting, Executive Management, Fixed Income, Budgets, Sales Process
Education
University of the Incarnate Word 1991 — 1995
MBA, Business
Texas State University 1980 — 1986
BBA, Finance
Acme Holdings, inc September 2014 - Present
Aqualicoat Technical Coatings September 2013 - Present
Engine Components International September 2012 - October 2013
Investment Professionals, Inc. August 2010 - September 2012
Electro-Coatings July 2010 - October 2011
Advisors Asset Management, Inc. November 2008 - April 2010
Advisors Asset Management, Inc. January 2004 - October 2008
Advisors Asset Management, Inc. August 2002 - January 2004
USAA February 1998 - July 2002
USAA September 1995 - January 1998
Skills
Business Development, Coaching, Investments, Sales Management, Strategic Planning, Public Speaking, Training, Series 7, Series 24, Series 63, Mutual Funds, Bonds, Securities, Investment Strategies, Asset Allocation, series 53, Strategic Financial..., Retirement, Financial Advisory, Portfolio Management, Life Insurance, Equities, Series 65, Banking, Investment Management, Risk Management, Insurance, Leadership, CRM, Management, Sales Operations, Strategy, Relationship Management, Marketing, Forecasting, Executive Management, Fixed Income, Budgets, Sales Process
Education
University of the Incarnate Word 1991 — 1995
MBA, Business
Texas State University 1980 — 1986
BBA, Finance
Lori A. Kimbrough Lori A. Kimbrough's Investment Professionals, Inc. Experience September 2007 - August 2009
Job Business Owner
Industry Furniture
Experience
Franklin Furniture Company August 2013 - Present
Briggs Equipment April 2013 - August 2013
Morgan Stanley Wealth Management June 2011 - December 2012
Wells Fargo Advisors October 2010 - June 2011
Morgan Stanley Wealth Management August 2009 - October 2010
Investment Professionals, Inc. September 2007 - August 2009
Morgan Stanley Wealth Management March 2005 - September 2007
Wells Fargo July 1999 - September 2004
Skills
Strengthening Client..., Client-focused, Handle Confidential..., Work Without Supervision, Resourceful..., Committed to..., Interact with All..., Computer-literate...
Education
Southwest Texas State University
Franklin Furniture Company August 2013 - Present
Briggs Equipment April 2013 - August 2013
Morgan Stanley Wealth Management June 2011 - December 2012
Wells Fargo Advisors October 2010 - June 2011
Morgan Stanley Wealth Management August 2009 - October 2010
Investment Professionals, Inc. September 2007 - August 2009
Morgan Stanley Wealth Management March 2005 - September 2007
Wells Fargo July 1999 - September 2004
Skills
Strengthening Client..., Client-focused, Handle Confidential..., Work Without Supervision, Resourceful..., Committed to..., Interact with All..., Computer-literate...
Education
Southwest Texas State University
Richard Dullnig Richard Dullnig's Investment Professionals, Inc. Experience October 2008 - March 2015
Job Chief Compliance Officer at S.B. Value Partners, LP
Industry Financial Services
Experience
S.B. Value Partners, LP March 2015 - Present
Investment Professionals, Inc. October 2008 - March 2015
H&R Block Financial Advisors March 2003 - October 2008
Education
Baylor University 1987 — 1991
BBA, Finance
S.B. Value Partners, LP March 2015 - Present
Investment Professionals, Inc. October 2008 - March 2015
H&R Block Financial Advisors March 2003 - October 2008
Education
Baylor University 1987 — 1991
BBA, Finance
Katie Hannibal's Investment Professionals, Inc. Experience January 2012 - Present
Job The Creative Crackerjack
Industry Graphic Design
Experience
Investment Professionals, Inc. January 2012 - Present
Katie Hannibal May 2005 - Present
Investment Professionals, Inc. January 2010 - January 2012
Investment Professionals, Inc. October 2007 - January 2010
The San Antonio Orthopaedic Group, LLP January 2006 - October 2007
Skills
Creative Solutions, Advertising, Typography, InDesign, Graphic Design, Email Marketing, Smarty, Photoshop, Corporate Identity, Visual Communication, Creative Concept Design, Direct Mail, Photography, Marketing Communications, Corporate Branding, Branding & Identity, Art Direction, Interaction Design, Logo Design, Adobe Creative Suite, User Interface Design, Illustration, Creative Direction, Brand Development, Copywriting
Education
The University of Texas at Austin 2001 — 2005
BFA, Design
Investment Professionals, Inc. January 2012 - Present
Katie Hannibal May 2005 - Present
Investment Professionals, Inc. January 2010 - January 2012
Investment Professionals, Inc. October 2007 - January 2010
The San Antonio Orthopaedic Group, LLP January 2006 - October 2007
Skills
Creative Solutions, Advertising, Typography, InDesign, Graphic Design, Email Marketing, Smarty, Photoshop, Corporate Identity, Visual Communication, Creative Concept Design, Direct Mail, Photography, Marketing Communications, Corporate Branding, Branding & Identity, Art Direction, Interaction Design, Logo Design, Adobe Creative Suite, User Interface Design, Illustration, Creative Direction, Brand Development, Copywriting
Education
The University of Texas at Austin 2001 — 2005
BFA, Design
Ryan McMicken Ryan McMicken's Investment Professionals, Inc. Experience May 2012 - August 2012
Job Analyst HMS Income Fund
Industry Financial Services
Experience
Hines April 2015 - Present
KeyBanc Capital Markets January 2015 - May 2015
KeyBank January 2014 - December 2014
The University of Texas at Austin October 2010 - December 2013
KeyBanc Capital Markets May 2013 - August 2013
Investment Professionals, Inc. May 2012 - August 2012
Maggiano's Little Italy August 2010 - October 2010
Hinze's Barbecue and Catering June 2007 - August 2010
Skills
Excel, PowerPoint, Microsoft Office, Word
Education
The University of Texas at Austin - Red McCombs School of Business 2010 — 2013
Bachelor's Degree, Corporate Finance and Investment Banking
Hines April 2015 - Present
KeyBanc Capital Markets January 2015 - May 2015
KeyBank January 2014 - December 2014
The University of Texas at Austin October 2010 - December 2013
KeyBanc Capital Markets May 2013 - August 2013
Investment Professionals, Inc. May 2012 - August 2012
Maggiano's Little Italy August 2010 - October 2010
Hinze's Barbecue and Catering June 2007 - August 2010
Skills
Excel, PowerPoint, Microsoft Office, Word
Education
The University of Texas at Austin - Red McCombs School of Business 2010 — 2013
Bachelor's Degree, Corporate Finance and Investment Banking
Jeremiah Sensenig Jeremiah Sensenig's Investment Professionals, Inc. Experience December 2011 - May 2015
Job Financial Services Representative, Financial Adivsor at MetLife
Industry Financial Services
Experience
MetLife Securities June 2015 - Present
Investment Professionals, Inc. December 2011 - May 2015
Edward Jones Investment Co August 2004 - November 2011
Education
Penn State University 1996 — 2000
Humanites, Communications/Public Relations/Advertising
Pequea Valley 1992 — 1996
MetLife Securities June 2015 - Present
Investment Professionals, Inc. December 2011 - May 2015
Edward Jones Investment Co August 2004 - November 2011
Education
Penn State University 1996 — 2000
Humanites, Communications/Public Relations/Advertising
Pequea Valley 1992 — 1996
David Lieberman David Lieberman's Investment Professionals, Inc. Experience October 2006 - July 2011
Job Regional Director at MetLife Premier Client Group
Industry Financial Services
Experience
MetLife June 2014 - Present
SagePoint Financial April 2013 - May 2014
Lincoln Financial Group July 2011 - April 2013
Investment Professionals, Inc. October 2006 - July 2011
UVEST Financial Services October 2005 - October 2006
Bank of America October 2001 - October 2005
THE VANGUARD GROUP January 2000 - January 2001
Skills
Banking, Recruiting, Business Development, Negotiation, Public Speaking
Education
Temple University 1998 — 2000
Master of Education, Counseling Psychology
University of North Carolina at Charlotte 1994 — 1998
Bachelor of Science, Psychology
MetLife June 2014 - Present
SagePoint Financial April 2013 - May 2014
Lincoln Financial Group July 2011 - April 2013
Investment Professionals, Inc. October 2006 - July 2011
UVEST Financial Services October 2005 - October 2006
Bank of America October 2001 - October 2005
THE VANGUARD GROUP January 2000 - January 2001
Skills
Banking, Recruiting, Business Development, Negotiation, Public Speaking
Education
Temple University 1998 — 2000
Master of Education, Counseling Psychology
University of North Carolina at Charlotte 1994 — 1998
Bachelor of Science, Psychology
Sean Ray Sean Ray's Investment Professionals, Inc. Experience June 2005 - February 2009
Job President at Athens Investment Center, LPL
Industry Investment Management
Experience
Athens Investment Center, LPL May 2012 - Present
Morgan Keegan & Co. February 2009 - May 2012
Investment Professionals, Inc. June 2005 - February 2009
Skills
Retirement Planning, Financial Planning
Education
The University of Texas at Dallas 1991 — 1993
Bachelor's degree, Economics and Finance - double major
Stephen F. Austin State University 1988 — 1990
Associate's degree, Economics and Finance
Athens Investment Center, LPL May 2012 - Present
Morgan Keegan & Co. February 2009 - May 2012
Investment Professionals, Inc. June 2005 - February 2009
Skills
Retirement Planning, Financial Planning
Education
The University of Texas at Dallas 1991 — 1993
Bachelor's degree, Economics and Finance - double major
Stephen F. Austin State University 1988 — 1990
Associate's degree, Economics and Finance
Todd Lange's Investment Professionals, Inc. Experience January 2003 - March 2005
Job Western US Division Manager Distributor Development at BP
Industry Oil & Energy
Experience
BP October 2015 - Present
BP May 2013 - Present
BP April 2006 - April 2013
BP April 2005 - April 2006
Investment Professionals, Inc. January 2003 - March 2005
Data Concepts Corp. 2001 - 2003
Skills
Level 1 & 2, Negotiation, New Business Development, Business Development, Strategy, Innovation, Sales, Sales Operations, Train the Trainer, Train New Employees, Marketing, New Media Product..., Account Management, Entrepreneurship, Key Account Development, Leadership, Team Leadership, Marketing Strategy, Strategic Planning, Contract Negotiation, Team Building, Sales Management, Lubricants, Petroleum, Automotive, Energy, Contract Management, Retail, Management, CRM, Key Account Management, Business Planning, Pricing, Forecasting, Program Management, Team Management, Recruiting, B2B, Business Strategy, Logistics, Cross-functional Team..., Operations Management, Training, Customer Service, Budgets, Project Management, P&L
Education
Texas Tech University 1994 — 1998
BS, Management
Texas Tech University - Rawls College of Business 1994 — 1998
Bachelor of Arts (B.A.) Business Management, Business Administration and Management, General
BP October 2015 - Present
BP May 2013 - Present
BP April 2006 - April 2013
BP April 2005 - April 2006
Investment Professionals, Inc. January 2003 - March 2005
Data Concepts Corp. 2001 - 2003
Skills
Level 1 & 2, Negotiation, New Business Development, Business Development, Strategy, Innovation, Sales, Sales Operations, Train the Trainer, Train New Employees, Marketing, New Media Product..., Account Management, Entrepreneurship, Key Account Development, Leadership, Team Leadership, Marketing Strategy, Strategic Planning, Contract Negotiation, Team Building, Sales Management, Lubricants, Petroleum, Automotive, Energy, Contract Management, Retail, Management, CRM, Key Account Management, Business Planning, Pricing, Forecasting, Program Management, Team Management, Recruiting, B2B, Business Strategy, Logistics, Cross-functional Team..., Operations Management, Training, Customer Service, Budgets, Project Management, P&L
Education
Texas Tech University 1994 — 1998
BS, Management
Texas Tech University - Rawls College of Business 1994 — 1998
Bachelor of Arts (B.A.) Business Management, Business Administration and Management, General
Jennifer Carson's Investment Professionals, Inc. Experience February 2015 - Present
Job Corporate Communications Coordinator, Investment Professionals, Inc.
Industry Public Relations and Communications
Experience
Investment Professionals, Inc. February 2015 - Present
Hope & Love 4 Kids October 2012 - Present
Frost & Sullivan June 2013 - February 2015
City of Austin - Communications & Public Information Office January 2013 - June 2013
Texas State Print & Mail Services May 2009 - June 2013
Hope & Love 4 Kids October 2011 - October 2012
City of Kyle - Economic Development Department June 2012 - August 2012
Skills
Press Releases, Marketing, Media Relations, Corporate Communications, Public Relations, Strategic Communications, Newsletters, Marketing Communications, Strategy, Market Research, Journalism, Public Speaking, Social Media, Event Planning, Blogging
Education
Texas State University-San Marcos 2008 — 2013
Bachelor of Arts (B.A.), Mass Communications with an emphasis in Public Relations; Communication Studies
Investment Professionals, Inc. February 2015 - Present
Hope & Love 4 Kids October 2012 - Present
Frost & Sullivan June 2013 - February 2015
City of Austin - Communications & Public Information Office January 2013 - June 2013
Texas State Print & Mail Services May 2009 - June 2013
Hope & Love 4 Kids October 2011 - October 2012
City of Kyle - Economic Development Department June 2012 - August 2012
Skills
Press Releases, Marketing, Media Relations, Corporate Communications, Public Relations, Strategic Communications, Newsletters, Marketing Communications, Strategy, Market Research, Journalism, Public Speaking, Social Media, Event Planning, Blogging
Education
Texas State University-San Marcos 2008 — 2013
Bachelor of Arts (B.A.), Mass Communications with an emphasis in Public Relations; Communication Studies
Brian Surovik Brian Surovik's Investment Professionals, Inc. Experience January 2015 - Present
Job SVP, Director of Products & Practice Management at Investment Professionals, Inc.
Industry Financial Services
Experience
Investment Professionals, Inc. January 2015 - Present
Investment Professionals, Inc. December 2012 - January 2015
Investment Professionals, Inc. November 2009 - December 2012
Independent Practice November 2001 - November 2009
Education
Southwest Texas State University 1993 — 1997
Bachelor of Science (BS), Clinical Laboratory Science/Medical Technology/Technologist
Investment Professionals, Inc. January 2015 - Present
Investment Professionals, Inc. December 2012 - January 2015
Investment Professionals, Inc. November 2009 - December 2012
Independent Practice November 2001 - November 2009
Education
Southwest Texas State University 1993 — 1997
Bachelor of Science (BS), Clinical Laboratory Science/Medical Technology/Technologist
Rick Lorence Rick Lorence's Investment Professionals, Inc. Experience 2010 - June 2013
Job Investment Advisor at WealthPath Investment Advisors
Industry Investment Management
Experience
WealthPath Investment Advisors June 2013 - Present
PHE PTA 2013 - 2014
Investment Professionals, Inc. 2010 - June 2013
First Security Bank 2005 - 2010
Morgan Keegan 2003 - 2005
Rose Care, Inc. 1982 - 2003
Skills
Investments, Wealth Management, Mutual Funds, Retirement Planning, Investment Advisory, IRAs, Finance, Estate Planning, Portfolio Management, Series 7, Retirement, Banking, Strategic Financial..., Financial Analysis, Asset Management, Securities, Asset Allocation, Financial Planning, Investment Strategies, Fixed Annuities, Insurance, Asset Managment, Customer Service, Leadership, Financial Advisory, Financial Services
Education
University of Arkansas School of Law, Fayetteville 1987 — 1990
J.D.
University of Arkansas 1982 — 1986
BSBA, JD, Business
WealthPath Investment Advisors June 2013 - Present
PHE PTA 2013 - 2014
Investment Professionals, Inc. 2010 - June 2013
First Security Bank 2005 - 2010
Morgan Keegan 2003 - 2005
Rose Care, Inc. 1982 - 2003
Skills
Investments, Wealth Management, Mutual Funds, Retirement Planning, Investment Advisory, IRAs, Finance, Estate Planning, Portfolio Management, Series 7, Retirement, Banking, Strategic Financial..., Financial Analysis, Asset Management, Securities, Asset Allocation, Financial Planning, Investment Strategies, Fixed Annuities, Insurance, Asset Managment, Customer Service, Leadership, Financial Advisory, Financial Services
Education
University of Arkansas School of Law, Fayetteville 1987 — 1990
J.D.
University of Arkansas 1982 — 1986
BSBA, JD, Business
Dana Rovira, AAMS, CRPC's Investment Professionals, Inc. Experience January 2015 - Present
Job AVP | Manager of Wealth Management at Investment Professionals, Inc.
Industry Financial Services
Experience
Investment Professionals, Inc. January 2015 - Present
Investment Professionals, Inc. October 2012 - Present
Rovira Insurance Agency/Farmers August 2011 - February 2012
USAA January 2009 - October 2010
USAA August 2008 - December 2008
USAA May 2008 - August 2008
Texas State University McCoy Student Managed Investment Fund June 2007 - May 2008
Texas State University April 2006 - April 2008
Costa Distributing January 1990 - January 1992
Skills
Management, Project Planning, Portfolio Management, Investments, Retirement Planning, Insurance, Series 7, Series 24, Disability Insurance, Asset Allocation, Strategic Financial..., Financial Advisory, Sales, Equities, Financial Services, Wealth Management, Life Insurance, Finance, Series 66, Mutual Funds, 401k, Alternative Investments, Retirement
Education
Texas State University 2003 — 2008
BBA Finance, Financial Planning Program
Slidell High School
High School Diploma
Investment Professionals, Inc. January 2015 - Present
Investment Professionals, Inc. October 2012 - Present
Rovira Insurance Agency/Farmers August 2011 - February 2012
USAA January 2009 - October 2010
USAA August 2008 - December 2008
USAA May 2008 - August 2008
Texas State University McCoy Student Managed Investment Fund June 2007 - May 2008
Texas State University April 2006 - April 2008
Costa Distributing January 1990 - January 1992
Skills
Management, Project Planning, Portfolio Management, Investments, Retirement Planning, Insurance, Series 7, Series 24, Disability Insurance, Asset Allocation, Strategic Financial..., Financial Advisory, Sales, Equities, Financial Services, Wealth Management, Life Insurance, Finance, Series 66, Mutual Funds, 401k, Alternative Investments, Retirement
Education
Texas State University 2003 — 2008
BBA Finance, Financial Planning Program
Slidell High School
High School Diploma
Alicia Frey's Investment Professionals, Inc. Experience November 2004 - December 2006
Job Senior Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2012 - Present
Merrill Lynch December 2006 - March 2012
Investment Professionals, Inc. November 2004 - December 2006
Skills
Marketing, Financial Analysis, Writing, Novels, Microsoft Excel, Microsoft Office, Customer Service, Strategic Planning, PowerPoint, Recruiting, Team Building, Social Media, Management, Project Management, Team Leadership, Research, Series 7, Financial Reporting, Editing, Proofreading, Blogger
Education
Mercer University - Stetson School of Business and Economics 2007 — 2012
BBA, Concentration in Marketing
Morgan Stanley Wealth Management March 2012 - Present
Merrill Lynch December 2006 - March 2012
Investment Professionals, Inc. November 2004 - December 2006
Skills
Marketing, Financial Analysis, Writing, Novels, Microsoft Excel, Microsoft Office, Customer Service, Strategic Planning, PowerPoint, Recruiting, Team Building, Social Media, Management, Project Management, Team Leadership, Research, Series 7, Financial Reporting, Editing, Proofreading, Blogger
Education
Mercer University - Stetson School of Business and Economics 2007 — 2012
BBA, Concentration in Marketing
Becky Larson Becky Larson's Investment Professionals, Inc. Experience January 2004 - July 2007
Job San Antonio
Industry Information Technology and Services
Experience
Rackspace, the Open Cloud Company January 2014 - October 2014
Rackspace, the Open Cloud Company January 2013 - December 2013
Rackspace Hosting February 2012 - January 2013
Rackspace Hosting September 2009 - February 2012
Rackspace Hosting September 2008 - October 2009
Morgan Stanley Smith Barney August 2007 - September 2008
Investment Professionals, Inc. January 2004 - July 2007
Skills
Managed Hosting, Customer Service, Team Leadership, Time Management, Cloud Computing, System Administration, Management, Customer Satisfaction, Data Center, Network Security, Training, Enterprise Software, Leadership, Networking, Sales, Troubleshooting, CRM, Salesforce.com, VMware
Education
San Antonio College
Texas A&M University - San Antonio
Computer Information Systems/Project Management
Rackspace, the Open Cloud Company January 2014 - October 2014
Rackspace, the Open Cloud Company January 2013 - December 2013
Rackspace Hosting February 2012 - January 2013
Rackspace Hosting September 2009 - February 2012
Rackspace Hosting September 2008 - October 2009
Morgan Stanley Smith Barney August 2007 - September 2008
Investment Professionals, Inc. January 2004 - July 2007
Skills
Managed Hosting, Customer Service, Team Leadership, Time Management, Cloud Computing, System Administration, Management, Customer Satisfaction, Data Center, Network Security, Training, Enterprise Software, Leadership, Networking, Sales, Troubleshooting, CRM, Salesforce.com, VMware
Education
San Antonio College
Texas A&M University - San Antonio
Computer Information Systems/Project Management
Michael Roy, CIMA Michael Roy, CIMA's Investment Professionals, Inc. Experience March 2012 - June 2013
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Investment Professionals, Inc. March 2012 - June 2013
FundQuest July 2011 - January 2012
DWS Scudder May 2004 - July 2010
Columbia Management 1996 - 2004
John Hancock Financial Services June 1991 - June 1993
Skills
Investments, Asset Management, Financial Advisory, Mutual Funds, Series 63, Wealth Management, Financial Services, Series 7, Retirement Planning, Investment Advisory, Asset Allocation, Strategic Financial..., Asset Managment, Alternative Investments, Insurance, Estate Planning, Finance, Financial Planning, Sales Management, Separately Managed..., Business Relationship..., Investment Products, Wholesaling, Series 66
Education
Suffolk University 1998 — 2001
MBA, International Business
Bentley University 1987 — 1991
BS, Finance
Holy Name CCHS 1983 — 1987
High School Diploma
Fidelity Investments July 2013 - Present
Investment Professionals, Inc. March 2012 - June 2013
FundQuest July 2011 - January 2012
DWS Scudder May 2004 - July 2010
Columbia Management 1996 - 2004
John Hancock Financial Services June 1991 - June 1993
Skills
Investments, Asset Management, Financial Advisory, Mutual Funds, Series 63, Wealth Management, Financial Services, Series 7, Retirement Planning, Investment Advisory, Asset Allocation, Strategic Financial..., Asset Managment, Alternative Investments, Insurance, Estate Planning, Finance, Financial Planning, Sales Management, Separately Managed..., Business Relationship..., Investment Products, Wholesaling, Series 66
Education
Suffolk University 1998 — 2001
MBA, International Business
Bentley University 1987 — 1991
BS, Finance
Holy Name CCHS 1983 — 1987
High School Diploma
Joseph Tracy Wyatt Joseph Tracy Wyatt's Investment Professionals, Inc. Experience November 2003 - October 2004
Job Process Improvement
Industry Logistics and Supply Chain
Experience
Amazon September 2014 - Present
Amazon November 2013 - September 2014
AXA Advisors, LLC July 2007 - October 2013
BancorpSouth Investment Services, Inc. October 2004 - July 2007
Investment Professionals, Inc. November 2003 - October 2004
Edward Jones July 2001 - November 2003
Skills
Budgeting, Customer Relations, Customer Service, Leadership, Marketing, Team Building, Management, Finance, Insurance, Fixed Annuities, Investments, Strategic Planning, Life Insurance, Sales, Budgets, Public Speaking, Small Business
Education
Volunteer State Community College 2015 — 2015
Logistics, Materials, and Supply Chain Management
The University of Memphis 1991 — 1993
Master, Business Administration
University of Tennessee 1985 — 1990
Bachelor of Science, Industrial Engineering
Lebanon High School 1981 — 1985
High School Diploma
Amazon September 2014 - Present
Amazon November 2013 - September 2014
AXA Advisors, LLC July 2007 - October 2013
BancorpSouth Investment Services, Inc. October 2004 - July 2007
Investment Professionals, Inc. November 2003 - October 2004
Edward Jones July 2001 - November 2003
Skills
Budgeting, Customer Relations, Customer Service, Leadership, Marketing, Team Building, Management, Finance, Insurance, Fixed Annuities, Investments, Strategic Planning, Life Insurance, Sales, Budgets, Public Speaking, Small Business
Education
Volunteer State Community College 2015 — 2015
Logistics, Materials, and Supply Chain Management
The University of Memphis 1991 — 1993
Master, Business Administration
University of Tennessee 1985 — 1990
Bachelor of Science, Industrial Engineering
Lebanon High School 1981 — 1985
High School Diploma
Martha Weeks's Investment Professionals, Inc. Experience June 2012 - Present
Job Financial Advisor at Investment Professionals, Inc.
Industry Financial Services
Experience
Investment Professionals, Inc. June 2012 - Present
Edward Jones December 2006 - April 2012
Edward Jones February 2004 - April 2012
Education
Eastern Kentucky University 1983 — 1988
Bachelor of Science, Parks, Recreation and Leisure Facilities Management
Investment Professionals, Inc. June 2012 - Present
Edward Jones December 2006 - April 2012
Edward Jones February 2004 - April 2012
Education
Eastern Kentucky University 1983 — 1988
Bachelor of Science, Parks, Recreation and Leisure Facilities Management
Amy Watson Amy Watson's Investment Professionals, Inc. Experience November 2011 - Present
Job VP, Director of Marketing & Communications
Industry Investment Management
Experience
Investment Professionals, Inc. November 2011 - Present
Investment Professionals, Inc. August 2009 - November 2011
Investment Professionals, Inc. June 2005 - August 2009
Barkley's Home & Ranch June 1998 - May 2005
Skills
Marketing Strategy, Marketing, Public Relations, Budgets, Business Planning, Strategic Planning, Investments, Business Development, Strategy, Risk Management, Asset Managment, Helping Others Succeed, Financial Analysis, Retirement Planning, Making Deadlines, Sales, Always Willing to Learn, Finance, Event Planning, Sales Management, Email Marketing, Competitive Analysis, Market Planning, Training, Direct Marketing, Asset Management
Education
The University of Texas at San Antonio 2001 — 2005
Bachelor of Business Administration (BBA), Marketing
Investment Professionals, Inc. November 2011 - Present
Investment Professionals, Inc. August 2009 - November 2011
Investment Professionals, Inc. June 2005 - August 2009
Barkley's Home & Ranch June 1998 - May 2005
Skills
Marketing Strategy, Marketing, Public Relations, Budgets, Business Planning, Strategic Planning, Investments, Business Development, Strategy, Risk Management, Asset Managment, Helping Others Succeed, Financial Analysis, Retirement Planning, Making Deadlines, Sales, Always Willing to Learn, Finance, Event Planning, Sales Management, Email Marketing, Competitive Analysis, Market Planning, Training, Direct Marketing, Asset Management
Education
The University of Texas at San Antonio 2001 — 2005
Bachelor of Business Administration (BBA), Marketing
Jason Zinsmeister's Investment Professionals, Inc. Experience November 2008 - August 2012
Job Church Administrator at Daystar Church
Industry Religious Institutions
Experience
Principal Financial Group 2012 - June 2014
Investment Professionals, Inc. November 2008 - August 2012
Edward Jones October 2004 - November 2008
Skills
Retirement Planning, Financial Planning, Investments, Insurance, Wealth Management, Retirement, Annuities, IRA's, Estate Planning, Series 7, 401k, Long Term Care, Retirement Income..., Mutual Funds, Asset Management, Securities, Asset Allocation, Portfolio Management, Bonds, Fixed Income, Options, Risk Management, Public Speaking, Writing, Social Media Marketing, Marketing, Fixed Annuities
Education
Troy University 1991 — 1995
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Fairview Highschool 1987 — 1990
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Principal Financial Group 2012 - June 2014
Investment Professionals, Inc. November 2008 - August 2012
Edward Jones October 2004 - November 2008
Skills
Retirement Planning, Financial Planning, Investments, Insurance, Wealth Management, Retirement, Annuities, IRA's, Estate Planning, Series 7, 401k, Long Term Care, Retirement Income..., Mutual Funds, Asset Management, Securities, Asset Allocation, Portfolio Management, Bonds, Fixed Income, Options, Risk Management, Public Speaking, Writing, Social Media Marketing, Marketing, Fixed Annuities
Education
Troy University 1991 — 1995
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Fairview Highschool 1987 — 1990
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Lyana Wittorf Lyana Wittorf's Investment Professionals, Inc. Experience November 2005 - December 2006
Job Recruiting Consultant at Memorial Hermann Health System
Industry Human Resources
Experience
Memorial Hermann Health System April 2015 - Present
Lone Star College February 2013 - Present
Houston City Personnel 2011 - February 2013
Glazer's Distributors November 2008 - September 2011
Mission Home Health December 2006 - October 2008
Investment Professionals, Inc. November 2005 - December 2006
Skills
B2B, Social Networking, Performance Management, Market Research, Forecasting
Education
The University of Texas at San Antonio 2000 — 2005
Bachelors of Liberal Arts, Communications/Public Relations
Memorial Hermann Health System April 2015 - Present
Lone Star College February 2013 - Present
Houston City Personnel 2011 - February 2013
Glazer's Distributors November 2008 - September 2011
Mission Home Health December 2006 - October 2008
Investment Professionals, Inc. November 2005 - December 2006
Skills
B2B, Social Networking, Performance Management, Market Research, Forecasting
Education
The University of Texas at San Antonio 2000 — 2005
Bachelors of Liberal Arts, Communications/Public Relations
Kristen Pruitt's Investment Professionals, Inc. Experience August 2008 - Present
Job Financial Advisor, American Wealth Management Services, Investment Professionals Inc.
Industry Financial Services
Experience
Investment Professionals, Inc. August 2008 - Present
Investment Professionals, Inc. August 2011 - February 2014
Raymond James Financial Inc. July 2001 - August 2008
Edward Jones August 2000 - July 2001
Skills
Asset Managment, Retirement Planning, Investments, Series 7, Long-term Care, Retirement
Education
Abilene Christian University 1992 — 1994
M.S., Social Services Administration
Abilene Christian University 1984 — 1988
B.S., Social Work
Investment Professionals, Inc. August 2008 - Present
Investment Professionals, Inc. August 2011 - February 2014
Raymond James Financial Inc. July 2001 - August 2008
Edward Jones August 2000 - July 2001
Skills
Asset Managment, Retirement Planning, Investments, Series 7, Long-term Care, Retirement
Education
Abilene Christian University 1992 — 1994
M.S., Social Services Administration
Abilene Christian University 1984 — 1988
B.S., Social Work
Allen Andes's Investment Professionals, Inc. Experience February 2014 - Present
Job Financial Advisor at Northstar Inv Professionals "Income solutions for clients who are looking to not outlive income"
Industry Financial Services
Experience
Investment Professionals, Inc. February 2014 - Present
VALIC August 2011 - February 2014
Independent August 2009 - September 2011
PNC Investment Services LLC October 2006 - July 2009
Citizens Investment Services December 2005 - October 2006
Wachovia Securities LLC May 2002 - September 2005
Pacific Century Investment Services Inc December 2001 - April 2002
First Union Brokerage Services Inc December 1996 - November 2001
Talbot Financial Services / Mellon Bank December 1993 - December 1996
The Ohio State University 1988 - 1992
Education
Wilkes University 1991 — 1993
BA, Marketing/Sales
The Ohio State University 1988 — 1991
undecided, undecided
Investment Professionals, Inc. February 2014 - Present
VALIC August 2011 - February 2014
Independent August 2009 - September 2011
PNC Investment Services LLC October 2006 - July 2009
Citizens Investment Services December 2005 - October 2006
Wachovia Securities LLC May 2002 - September 2005
Pacific Century Investment Services Inc December 2001 - April 2002
First Union Brokerage Services Inc December 1996 - November 2001
Talbot Financial Services / Mellon Bank December 1993 - December 1996
The Ohio State University 1988 - 1992
Education
Wilkes University 1991 — 1993
BA, Marketing/Sales
The Ohio State University 1988 — 1991
undecided, undecided
Doug Gibson, LUTCF Doug Gibson, LUTCF's Investment Professionals, Inc. Experience February 2011 - November 2011
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors November 2011 - Present
Investment Professionals, Inc. February 2011 - November 2011
MetLife January 2009 - January 2011
Louis Shanks of Texas October 2004 - October 2008
Skills
Investment and Advisory..., Estate & Succession..., Retirement Planning, Risk Management & Asset..., Business Benefits and...
Education
Sam Houston State University 2000 — 2004
BBA, Business, Finance, Management, and Marketing
I. H. Kempner High School 1994 — 1998
AXA Advisors November 2011 - Present
Investment Professionals, Inc. February 2011 - November 2011
MetLife January 2009 - January 2011
Louis Shanks of Texas October 2004 - October 2008
Skills
Investment and Advisory..., Estate & Succession..., Retirement Planning, Risk Management & Asset..., Business Benefits and...
Education
Sam Houston State University 2000 — 2004
BBA, Business, Finance, Management, and Marketing
I. H. Kempner High School 1994 — 1998
Don Hart's Investment Professionals, Inc. Experience April 2015 - Present
Job Financial advisor at Investment Professionals
Industry Financial Services
Experience
Investment Professionals, Inc. April 2015 - Present
University of Kentucky 2000 - Present
Edward Jones April 2012 - April 2015
SuperMedia LLC June 2000 - February 2012
University of Kentucky May 1999 - June 2000
Skills
Training & Development, Salesforce.com, Training, Coaching, Public Speaking, Sales Presentations, Sales, Needs Analysis, Cold Calling, Social Media Marketing, Social Media, Account Management, Instructional Design, Online Advertising, Team Building, Customer Service, Lead Generation, Sales Management, Advertising, Marketing, Social Networking, Sales Process, B2B, Leadership Development, Strategic Planning, Microsoft Office, Selling Skills, Instructor-led Training, New Business Development, Workshop Facilitation, Training Delivery, E-Learning, Direct Sales, PowerPoint, Outlook, SEO, Employee Training, Leadership, Customer Retention
Education
Kentucky State University 1986 — 1998
Investment Professionals, Inc. April 2015 - Present
University of Kentucky 2000 - Present
Edward Jones April 2012 - April 2015
SuperMedia LLC June 2000 - February 2012
University of Kentucky May 1999 - June 2000
Skills
Training & Development, Salesforce.com, Training, Coaching, Public Speaking, Sales Presentations, Sales, Needs Analysis, Cold Calling, Social Media Marketing, Social Media, Account Management, Instructional Design, Online Advertising, Team Building, Customer Service, Lead Generation, Sales Management, Advertising, Marketing, Social Networking, Sales Process, B2B, Leadership Development, Strategic Planning, Microsoft Office, Selling Skills, Instructor-led Training, New Business Development, Workshop Facilitation, Training Delivery, E-Learning, Direct Sales, PowerPoint, Outlook, SEO, Employee Training, Leadership, Customer Retention
Education
Kentucky State University 1986 — 1998
Steven Damiani Steven Damiani's Investment Professionals, Inc. Experience January 2008 - October 2013
Job VP Business Development at Infinex Financial Group
Industry Financial Services
Experience
Infinex Financial Group October 2013 - Present
Investment Professionals, Inc. January 2008 - October 2013
Rockland Trust Company 2005 - 2008
Slades Bank 2003 - 2005
Cambridgeport Bank 1998 - 2003
merril lynch 1989 - 1994
merril lynch 1989 - 1994
Skills
Investments, Retirement Planning, Insurance, Series 7, Sales, Retail Banking, Wealth Management, Retirement, Investment Advisory, Finance, Series 63, Banking, Mutual Funds
Education
University of Massachusetts, Amherst
B.S.
Infinex Financial Group October 2013 - Present
Investment Professionals, Inc. January 2008 - October 2013
Rockland Trust Company 2005 - 2008
Slades Bank 2003 - 2005
Cambridgeport Bank 1998 - 2003
merril lynch 1989 - 1994
merril lynch 1989 - 1994
Skills
Investments, Retirement Planning, Insurance, Series 7, Sales, Retail Banking, Wealth Management, Retirement, Investment Advisory, Finance, Series 63, Banking, Mutual Funds
Education
University of Massachusetts, Amherst
B.S.
Brian Vocino Brian Vocino's Investment Professionals, Inc. Experience 2011 - 2012
Job Anesthesia Sales Specialist at Teleflex Medical
Industry Hospital & Health Care
Experience
Teleflex Medical March 2015 - Present
Fresenius Medical Care 2012 - March 2015
Investment Professionals, Inc. 2011 - 2012
Baystate Financial Services 2010 - 2011
Natixis 2007 - 2008
Columbia Management 2005 - 2007
Putnam Investments 2002 - 2005
STRIVE 1995 - 1999
Skills
Financial Analysis, Insurance, Series 63, Finance, Series 7, Asset Management, Financial Services, Long-term Care, Sales, Hospitals, Healthcare
Education
Merrimack College 1996 — 2001
Business, Management and Finance
Pope John High XXIII 1995 — 1996
Teleflex Medical March 2015 - Present
Fresenius Medical Care 2012 - March 2015
Investment Professionals, Inc. 2011 - 2012
Baystate Financial Services 2010 - 2011
Natixis 2007 - 2008
Columbia Management 2005 - 2007
Putnam Investments 2002 - 2005
STRIVE 1995 - 1999
Skills
Financial Analysis, Insurance, Series 63, Finance, Series 7, Asset Management, Financial Services, Long-term Care, Sales, Hospitals, Healthcare
Education
Merrimack College 1996 — 2001
Business, Management and Finance
Pope John High XXIII 1995 — 1996
David Doerflinger's Investment Professionals, Inc. Experience May 2010 - Present
Job Senior Business Development Officer at Investment Professionals, Inc.
Industry Financial Services
Experience
Investment Professionals, Inc. May 2010 - Present
Nexity Financial Services, Inc. February 2007 - May 2010
Raymond James February 2001 - February 2007
George K. Baum & Company 1999 - 2001
Raymond James November 1989 - October 1999
Skills
Mutual Funds, Strategic Financial..., Asset Managment, Series 7, Banking, Portfolio Management, Investments, Wealth Management, Series 63, Loans, Retirement Planning, Insurance
Education
Kansas State University 1983 — 1987
BS, Business
Investment Professionals, Inc. May 2010 - Present
Nexity Financial Services, Inc. February 2007 - May 2010
Raymond James February 2001 - February 2007
George K. Baum & Company 1999 - 2001
Raymond James November 1989 - October 1999
Skills
Mutual Funds, Strategic Financial..., Asset Managment, Series 7, Banking, Portfolio Management, Investments, Wealth Management, Series 63, Loans, Retirement Planning, Insurance
Education
Kansas State University 1983 — 1987
BS, Business
Cindi Seelig Cindi Seelig's Investment Professionals, Inc. Experience December 2007 - June 2008
Job Bartender
Industry Restaurants
Experience
Franco's Italian Restaurant August 2014 - Present
Metropolitan Methodist Hospital December 2012 - Present
San Antonio Arthritis Care Center January 2014 - August 2014
CHRISTUS Santa Rosa March 2011 - January 2014
CHRISTUS Santa Rosa October 2009 - March 2011
UT Medicine San Antonio October 2008 - May 2009
Investment Professionals, Inc. December 2007 - June 2008
Randstad USA June 2007 - December 2007
Richard Barrera Siller, Attorney At Law June 2004 - June 2007
University of Texas at Austin August 2000 - June 2004
Skills
Administration, Data Entry, Healthcare, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Office Management, Outlook, Human Resources
Education
Professional Bartending School 2014 — 2014
Certificate, Mixology
San Antonio College 2009 — 2013
Associates, American Sign Language for Interpreters
Franco's Italian Restaurant August 2014 - Present
Metropolitan Methodist Hospital December 2012 - Present
San Antonio Arthritis Care Center January 2014 - August 2014
CHRISTUS Santa Rosa March 2011 - January 2014
CHRISTUS Santa Rosa October 2009 - March 2011
UT Medicine San Antonio October 2008 - May 2009
Investment Professionals, Inc. December 2007 - June 2008
Randstad USA June 2007 - December 2007
Richard Barrera Siller, Attorney At Law June 2004 - June 2007
University of Texas at Austin August 2000 - June 2004
Skills
Administration, Data Entry, Healthcare, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Office Management, Outlook, Human Resources
Education
Professional Bartending School 2014 — 2014
Certificate, Mixology
San Antonio College 2009 — 2013
Associates, American Sign Language for Interpreters
Raymond Dahlman, CRPC® Raymond Dahlman, CRPC®'s Investment Professionals, Inc. Experience 2009 - 2010
Job President Financial Consultant at DSA Financial Group, Inc.
Industry Financial Services
Experience
DSA Financial Group, Inc. 2011 - Present
Investment Professionals, Inc. 2009 - 2010
Ameriprise Financial 2006 - 2009
Credit Acceptance 2005 - 2005
HSBC Card Services 2004 - 2005
JPMorgan Chase 2003 - 2004
Metris Companies 2001 - 2003
United Recovery Systems 2001 - 2001
Citicards 1998 - 2001
AccuStaff 1997 - 1998
Skills
Retirement Planning, Estate Planning, Wealth Management, Financial Planning, Retirement, Investments, Insurance, Long Term Care, Wealth Transfer, Wealth Accumulation, Annuities
Education
College for Financial Planning 2007 — 2007
CRPC
Florida State College at Jacksonville 1999 — 2002
DSA Financial Group, Inc. 2011 - Present
Investment Professionals, Inc. 2009 - 2010
Ameriprise Financial 2006 - 2009
Credit Acceptance 2005 - 2005
HSBC Card Services 2004 - 2005
JPMorgan Chase 2003 - 2004
Metris Companies 2001 - 2003
United Recovery Systems 2001 - 2001
Citicards 1998 - 2001
AccuStaff 1997 - 1998
Skills
Retirement Planning, Estate Planning, Wealth Management, Financial Planning, Retirement, Investments, Insurance, Long Term Care, Wealth Transfer, Wealth Accumulation, Annuities
Education
College for Financial Planning 2007 — 2007
CRPC
Florida State College at Jacksonville 1999 — 2002
Dave Smith AAMS's Investment Professionals, Inc. Experience 2007 - Present
Job Wealth plans for a brighter future.
Industry Financial Services
Experience
Investment Professionals, Inc. 2007 - Present
BNI 2001 - 2014
Edward Jones August 2000 - September 2007
Jack Petty Marketing & Promotions June 1977 - July 1999
Louisiana National Guard September 1971 - September 1996
Jefferson Parish School Board July 1976 - June 1977
Skills
Retirement Planning, Investments, Portfolio Management, IRAs, Public Speaking, Small Business, Strategic Financial..., Series 7, Wealth Management, Estate Planning, Finance, Mutual Funds, Insurance, Investment Advisory, Series 63, Budgets, Securities, Fixed Annuities, Asset Allocation, Financial Advisory, Series 65, Leadership, Asset Management, 401k Rollovers, Strategic Planning, Risk Management, Life Insurance, Employee Benefits, 401k, Alternative Investments, Equities, Bonds, Business Planning, Disability Insurance, Long-term Care, Fixed Income, Wealth Accumulation, Financial Planning
Education
University of New Orleans 1970 — 1976
BA, Secondary Education and Finance
Chalmette High School 1966 — 1970
College Prep
Investment Professionals, Inc. 2007 - Present
BNI 2001 - 2014
Edward Jones August 2000 - September 2007
Jack Petty Marketing & Promotions June 1977 - July 1999
Louisiana National Guard September 1971 - September 1996
Jefferson Parish School Board July 1976 - June 1977
Skills
Retirement Planning, Investments, Portfolio Management, IRAs, Public Speaking, Small Business, Strategic Financial..., Series 7, Wealth Management, Estate Planning, Finance, Mutual Funds, Insurance, Investment Advisory, Series 63, Budgets, Securities, Fixed Annuities, Asset Allocation, Financial Advisory, Series 65, Leadership, Asset Management, 401k Rollovers, Strategic Planning, Risk Management, Life Insurance, Employee Benefits, 401k, Alternative Investments, Equities, Bonds, Business Planning, Disability Insurance, Long-term Care, Fixed Income, Wealth Accumulation, Financial Planning
Education
University of New Orleans 1970 — 1976
BA, Secondary Education and Finance
Chalmette High School 1966 — 1970
College Prep
Andrea Hatch Andrea Hatch's Investment Professionals, Inc. Experience January 2012 - June 2014
Job B2B Sales | Business Development at Staples Advantage
Industry Business Supplies and Equipment
Experience
Staples Advantage June 2014 - Present
Investment Professionals, Inc. January 2012 - June 2014
Skills
Business Development, Cold Calling Experience, B2B Marketing, Sales, Relationship Management, Banking, Marketing Strategy, Business Planning, Budgets, New Business Development, Microsoft CRM, Email Marketing, Social Media, Retirement, Investments, Always Willing to Learn, Positive Can-do Attitude, Employee Benefits, Organization, Strategic Partnerships, Cold Calling, Sales Operations, Customer Service, Strategic Planning
Education
Oklahoma State University 2007 — 2009
BS, Communicative Disorders
Staples Advantage June 2014 - Present
Investment Professionals, Inc. January 2012 - June 2014
Skills
Business Development, Cold Calling Experience, B2B Marketing, Sales, Relationship Management, Banking, Marketing Strategy, Business Planning, Budgets, New Business Development, Microsoft CRM, Email Marketing, Social Media, Retirement, Investments, Always Willing to Learn, Positive Can-do Attitude, Employee Benefits, Organization, Strategic Partnerships, Cold Calling, Sales Operations, Customer Service, Strategic Planning
Education
Oklahoma State University 2007 — 2009
BS, Communicative Disorders
John Valkenaar III's Investment Professionals, Inc. Experience April 2008 - Present
Job VicePresident, Business Development Investment Professionals, INC.
Industry Financial Services
Experience
Investment Professionals, Inc. April 2008 - Present
Ameriprise Financial Advisors November 2006 - April 2008
Skills
Retirement Planning, Investments, Fixed Income, Insurance, Long-term Care, Bonds, Financial Advisory, Wealth Management, Series 7, Securities, Capital Markets, Wealth Management..., Fixed Annuities, Finance, Strategic Financial..., Investment Strategies, Small Business, Mutual Funds, 401k, ETFs, Retirement, IRAs, Options, Investment Advisory, Asset Allocation, FINRA, Mergers, Financial Planning
Education
The University of Texas at San Antonio 2002 — 2006
B.B.A, Business Economics; Economics
Investment Professionals, Inc. April 2008 - Present
Ameriprise Financial Advisors November 2006 - April 2008
Skills
Retirement Planning, Investments, Fixed Income, Insurance, Long-term Care, Bonds, Financial Advisory, Wealth Management, Series 7, Securities, Capital Markets, Wealth Management..., Fixed Annuities, Finance, Strategic Financial..., Investment Strategies, Small Business, Mutual Funds, 401k, ETFs, Retirement, IRAs, Options, Investment Advisory, Asset Allocation, FINRA, Mergers, Financial Planning
Education
The University of Texas at San Antonio 2002 — 2006
B.B.A, Business Economics; Economics
Rick Ivey Rick Ivey's Investment Professionals, Inc. Experience November 2010 - November 2012
Job Regional Director at LEVEL5, Developing and Implementing Strategic Growth Plans for Financial Institutions
Industry Banking
Experience
Investment Professionals, Inc. November 2010 - November 2012
Strunk & Associates, L.P. October 2005 - November 2010
Turnberry Beverage May 2004 - October 2005
Focal Communications December 2000 - May 2004
CommWorld/RMS Communications March 1998 - December 2000
Shared Technologies Fairchild, Inc. April 1997 - March 1998
Highland Homes / Hammond Homes February 1991 - April 1997
Skills
C-Level Sales, C-Level Presentations, Sales & Marketing..., Performance Management, Association Partner..., Contract Negotiation, Customer Acquisition, Business Development, New Business Development, Sales, Project Management, Direct Sales, Business Strategy, Forecasting, Negotiation, Account Management, Cold Calling, Team Building, Marketing Strategy, Vendor Management, Management, Competitive Analysis, CRM, Cross-functional Team..., Sales Operations, Start-ups, Team Management, Loans, Business Planning, Leadership, Product Development, Executive Management, Management Consulting, Coaching, Training, Strategic Partnerships, Entrepreneurship, Consulting, Strategic Planning, Strategy, Banking
Education
Stephen F. Austin State University
Bachelor of Business Administration (BBA)
Investment Professionals, Inc. November 2010 - November 2012
Strunk & Associates, L.P. October 2005 - November 2010
Turnberry Beverage May 2004 - October 2005
Focal Communications December 2000 - May 2004
CommWorld/RMS Communications March 1998 - December 2000
Shared Technologies Fairchild, Inc. April 1997 - March 1998
Highland Homes / Hammond Homes February 1991 - April 1997
Skills
C-Level Sales, C-Level Presentations, Sales & Marketing..., Performance Management, Association Partner..., Contract Negotiation, Customer Acquisition, Business Development, New Business Development, Sales, Project Management, Direct Sales, Business Strategy, Forecasting, Negotiation, Account Management, Cold Calling, Team Building, Marketing Strategy, Vendor Management, Management, Competitive Analysis, CRM, Cross-functional Team..., Sales Operations, Start-ups, Team Management, Loans, Business Planning, Leadership, Product Development, Executive Management, Management Consulting, Coaching, Training, Strategic Partnerships, Entrepreneurship, Consulting, Strategic Planning, Strategy, Banking
Education
Stephen F. Austin State University
Bachelor of Business Administration (BBA)
Clinton Godfrey's Investment Professionals, Inc. Experience May 2014 - Present
Job VP at Investment Professionals, Inc.
Industry Financial Services
Experience
Investment Professionals, Inc. May 2014 - Present
Investment Professionals, Inc. May 2012 - May 2014
Investment Professionals, Inc. May 2011 - August 2012
Texas Railroad Commission February 2008 - May 2011
Texas House of Representatives Speakers Office November 2006 - April 2007
Olsen-Shuvalov Political Consulting Firm August 2006 - November 2006
Sullivan Public Affairs August 2006 - November 2006
Skills
Series 7, Series 63, Securities, Series 24, Mutual Funds, Investments, Investment Strategies, Asset Managment, Asset Management, Investment Advisory
Education
Texas Tech University 2002 — 2005
Bachelor of Arts (B.A.), Political Science
Investment Professionals, Inc. May 2014 - Present
Investment Professionals, Inc. May 2012 - May 2014
Investment Professionals, Inc. May 2011 - August 2012
Texas Railroad Commission February 2008 - May 2011
Texas House of Representatives Speakers Office November 2006 - April 2007
Olsen-Shuvalov Political Consulting Firm August 2006 - November 2006
Sullivan Public Affairs August 2006 - November 2006
Skills
Series 7, Series 63, Securities, Series 24, Mutual Funds, Investments, Investment Strategies, Asset Managment, Asset Management, Investment Advisory
Education
Texas Tech University 2002 — 2005
Bachelor of Arts (B.A.), Political Science
Gerry Mitchell, CFP® Gerry Mitchell, CFP®'s Investment Professionals, Inc. Experience 2008 - July 2014
Job Financial Advisor
Industry Financial Services
Experience
Pinnacle Trust August 2014 - Present
Investment Professionals, Inc. 2008 - July 2014
A.G. Edwards September 2004 - December 2008
Education
University of Alabama 1989 — 2003
BS, Business Administration
Meridian High School 1986 — 1989
Pinnacle Trust August 2014 - Present
Investment Professionals, Inc. 2008 - July 2014
A.G. Edwards September 2004 - December 2008
Education
University of Alabama 1989 — 2003
BS, Business Administration
Meridian High School 1986 — 1989
Christine Walters Christine Walters's Investment Professionals, Inc. Experience May 2008 - Present
Job Vice President, Controller at Investment Professionals, Inc.
Industry Financial Services
Experience
Investment Professionals, Inc. May 2008 - Present
Education
Illinois State University 1988 — 1990
MBA
Eastern Illinois University 1984 — 1988
BS, Accounting
Investment Professionals, Inc. May 2008 - Present
Education
Illinois State University 1988 — 1990
MBA
Eastern Illinois University 1984 — 1988
BS, Accounting
Brent Randol Brent Randol's Investment Professionals, Inc. Experience June 2009 - June 2010
Job Regional Director at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial June 2010 - Present
Investment Professionals, Inc. June 2009 - June 2010
Grubb & Ellis Securities June 2008 - March 2009
Citicorp Investment Services 2001 - 2007
CUNA Mutual Group October 1997 - June 2001
Liberty Securities October 1985 - November 1997
Skills
Series 7, Series 24, series 9 & 10, Series 63, Series 65, Series 53, California Insurance..., California Insurance...
Education
Humboldt State University 1979 — 1984
BS, Business Administration
Ameriprise Financial June 2010 - Present
Investment Professionals, Inc. June 2009 - June 2010
Grubb & Ellis Securities June 2008 - March 2009
Citicorp Investment Services 2001 - 2007
CUNA Mutual Group October 1997 - June 2001
Liberty Securities October 1985 - November 1997
Skills
Series 7, Series 24, series 9 & 10, Series 63, Series 65, Series 53, California Insurance..., California Insurance...
Education
Humboldt State University 1979 — 1984
BS, Business Administration
Derwood Winfree Derwood Winfree's Investment Professionals, Inc. Experience May 2011 - Present
Job Financial Advisor at Investment Professionals, Inc.
Industry Financial Services
Experience
Investment Professionals, Inc. May 2011 - Present
Level 4 Financial February 2008 - April 2011
Retirement Account Executive July 1994 - January 2006
Skills
Retirement Plans, Retirement Planning, Advisory Services
Education
Centenary College of Louisiana
Pre-Med
University of North Texas
BA, Political Science
Investment Professionals, Inc. May 2011 - Present
Level 4 Financial February 2008 - April 2011
Retirement Account Executive July 1994 - January 2006
Skills
Retirement Plans, Retirement Planning, Advisory Services
Education
Centenary College of Louisiana
Pre-Med
University of North Texas
BA, Political Science
Christopher Rawson, CFP® Christopher Rawson, CFP®'s Investment Professionals, Inc. Experience October 2009 - Present
Job Financial Consultant at Investment Professionals Inc.
Industry Financial Services
Experience
Investment Professionals, Inc. October 2009 - Present
Ameriprise Financial October 2001 - October 2009
Red Bull August 1999 - August 2001
Skills
Wealth Accumulation, Options, Protection..., Retirement Planning, Estate Planning, Financial Planning, Asset Management, Charitable Giving..., Long Term Care, Financial Advisory, Strategic Financial..., Investment Strategies, Strategy, Mutual Funds, Asset Managment, Retirement, Series 7, Long-term Care, Investment Advisory, Finance, Investments, Asset Allocation, Wealth Management, Securities, Fixed Annuities, Wealth Management..., 401k, Uniform Combined State..., Financial Planners, Series 63, Series 65, Wealth, FINRA, IRAs, 401k Rollovers, Alternative Investments, Portfolio Management, Bonds, Pensions, Life Insurance, Financial Services, Equities, Investment Management
Education
Rice University 2009 — 2009
Certification Education Program, Financial Planning
University of Wisconsin-Madison 1997 — 2001
BA, Economics
Horace Greeley 1993 — 1997
Investment Professionals, Inc. October 2009 - Present
Ameriprise Financial October 2001 - October 2009
Red Bull August 1999 - August 2001
Skills
Wealth Accumulation, Options, Protection..., Retirement Planning, Estate Planning, Financial Planning, Asset Management, Charitable Giving..., Long Term Care, Financial Advisory, Strategic Financial..., Investment Strategies, Strategy, Mutual Funds, Asset Managment, Retirement, Series 7, Long-term Care, Investment Advisory, Finance, Investments, Asset Allocation, Wealth Management, Securities, Fixed Annuities, Wealth Management..., 401k, Uniform Combined State..., Financial Planners, Series 63, Series 65, Wealth, FINRA, IRAs, 401k Rollovers, Alternative Investments, Portfolio Management, Bonds, Pensions, Life Insurance, Financial Services, Equities, Investment Management
Education
Rice University 2009 — 2009
Certification Education Program, Financial Planning
University of Wisconsin-Madison 1997 — 2001
BA, Economics
Horace Greeley 1993 — 1997
Robert Bohli Robert Bohli's Investment Professionals, Inc. Experience September 2009 - March 2011
Job Founder, Mako Investments, LLC
Industry Financial Services
Experience
Mako Investments April 2011 - Present
Investment Professionals, Inc. September 2009 - March 2011
Ameriprise Financial 1991 - 2009
American Express Financial Advisors/Ameriprise Financial 1997 - 2002
Skills
Leadership, Recruiting, Strategic Financial..., Retirement Planning, Organization, Wealth Management, Mutual Funds, Retirement, Securities, Finance, Series 7, Portfolio Management, 401k, Investment Advisory, Investments, Asset Management, Financial Advisory, Management
Education
University of Maryland University College
BS, Business
Mako Investments April 2011 - Present
Investment Professionals, Inc. September 2009 - March 2011
Ameriprise Financial 1991 - 2009
American Express Financial Advisors/Ameriprise Financial 1997 - 2002
Skills
Leadership, Recruiting, Strategic Financial..., Retirement Planning, Organization, Wealth Management, Mutual Funds, Retirement, Securities, Finance, Series 7, Portfolio Management, 401k, Investment Advisory, Investments, Asset Management, Financial Advisory, Management
Education
University of Maryland University College
BS, Business
Kevin Lemmon Kevin Lemmon's Investment Professionals, Inc. Experience October 2009 - Present
Job Financial Planner at Investment Professionals, Inc.
Industry Financial Services
Experience
Investment Professionals, Inc. October 2009 - Present
Ameriprise April 2008 - October 2009
The Home Depot 2005 - 2006
SBC 2000 - 2003
Education
University of Houston-Downtown 2003 — 2007
BA, English
San Jacinto College 2001 — 2005
English
Investment Professionals, Inc. October 2009 - Present
Ameriprise April 2008 - October 2009
The Home Depot 2005 - 2006
SBC 2000 - 2003
Education
University of Houston-Downtown 2003 — 2007
BA, English
San Jacinto College 2001 — 2005
English
Tara Tagle's Investment Professionals, Inc. Experience January 2015 - Present
Job Business Development Officer at Investment Professionals, Inc.
Industry Financial Services
Experience
Investment Professionals, Inc. January 2015 - Present
Bank of America October 2014 - December 2014
Bank of America March 2013 - October 2014
Bank of America August 2010 - March 2013
Macy's November 2009 - August 2010
Yougurtland August 2008 - February 2009
Self employed September 2006 - June 2008
Skills
Leadership, Customer Service, Time Management, Banking, Microsoft Office, Sales, Management, Customer Satisfaction, Teamwork, Outlook, Social Networking, Marketing, Data Entry, Event Planning, Credit, Mandarin, Sales Management, Finance, Training, PowerPoint, Social Media, Public Speaking, Microsoft Word, Microsoft Excel, CRM, B2B, Deposits, Customer Experience, Sales Operations, Sales Support, Telephone Skills, Team Building, Cross Selling, Merchandising, Social Media Marketing, Marketing Communications, Interpersonal..., Retail Banking, Credit Analysis, Event Management, Data Analysis, Auditing, Team Leadership, Market Research, Public Relations, Critical Thinking, Research, Business Development, Facebook, Financial Services
Education
California State University-Long Beach 2008 — 2012
BA, Communications, President's List
Investment Professionals, Inc. January 2015 - Present
Bank of America October 2014 - December 2014
Bank of America March 2013 - October 2014
Bank of America August 2010 - March 2013
Macy's November 2009 - August 2010
Yougurtland August 2008 - February 2009
Self employed September 2006 - June 2008
Skills
Leadership, Customer Service, Time Management, Banking, Microsoft Office, Sales, Management, Customer Satisfaction, Teamwork, Outlook, Social Networking, Marketing, Data Entry, Event Planning, Credit, Mandarin, Sales Management, Finance, Training, PowerPoint, Social Media, Public Speaking, Microsoft Word, Microsoft Excel, CRM, B2B, Deposits, Customer Experience, Sales Operations, Sales Support, Telephone Skills, Team Building, Cross Selling, Merchandising, Social Media Marketing, Marketing Communications, Interpersonal..., Retail Banking, Credit Analysis, Event Management, Data Analysis, Auditing, Team Leadership, Market Research, Public Relations, Critical Thinking, Research, Business Development, Facebook, Financial Services
Education
California State University-Long Beach 2008 — 2012
BA, Communications, President's List
Diane (Housley) Peters Diane (Housley) Peters's Investment Professionals, Inc. Experience March 2012 - May 2014
Job Financial Advisor at with Ameriprise Financial Services, Inc. CFP®, AAMS®, JD & Diane K Peters Law Office
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2014 - Present
Housley Peters Law Office June 2014 - Present
Investment Professionals, Inc. March 2012 - May 2014
Edward Jones March 2008 - March 2012
Diane Housley Law Office January 2000 - March 2008
Law Office of Kathleen F Cook July 1994 - December 1999
Education
Thomas M. Cooley Law School 1991 — 1994
Doctor of Law (JD), Law
Western Michigan University
Ameriprise Financial Services, Inc. May 2014 - Present
Housley Peters Law Office June 2014 - Present
Investment Professionals, Inc. March 2012 - May 2014
Edward Jones March 2008 - March 2012
Diane Housley Law Office January 2000 - March 2008
Law Office of Kathleen F Cook July 1994 - December 1999
Education
Thomas M. Cooley Law School 1991 — 1994
Doctor of Law (JD), Law
Western Michigan University
Charles Campagna Charles Campagna's Investment Professionals, Inc. Experience March 2012 - November 2012
Job Financial Advisor
Industry Financial Services
Experience
HSBC SECURITIES (USA) INC 2012 - October 2014
Investment Professionals, Inc. March 2012 - November 2012
Chase Investment Service July 2010 - March 2012
Investment Services at Sovereign Bank June 2009 - July 2010
Banc Of America Investment Svc March 2008 - March 2009
Merrill Lynch September 2006 - February 2008
Skills
Investments, Financial Services, Financial Planning, Wealth Management, Retail Banking
Education
Briarcliffe College 2002 — 2004
Bachelor’s Degree, Business Administration and Management, General, 3.9
HSBC SECURITIES (USA) INC 2012 - October 2014
Investment Professionals, Inc. March 2012 - November 2012
Chase Investment Service July 2010 - March 2012
Investment Services at Sovereign Bank June 2009 - July 2010
Banc Of America Investment Svc March 2008 - March 2009
Merrill Lynch September 2006 - February 2008
Skills
Investments, Financial Services, Financial Planning, Wealth Management, Retail Banking
Education
Briarcliffe College 2002 — 2004
Bachelor’s Degree, Business Administration and Management, General, 3.9
Rusty Ream Rusty Ream's Investment Professionals, Inc. Experience February 2015 - Present
Job Financial Advisor with Investment Professionals Inc. located at Wood & Huston Bank, Marshall Missouri
Industry Financial Services
Experience
Investment Professionals, Inc. February 2015 - Present
Thrivent Financial for Lutherans 2012 - February 2015
Rib Crib 2006 - 2012
Education
University of Phoenix 2004 — 2009
Bachelor's degree, Business Administration
Smith Cotton 1991 — 1995
Investment Professionals, Inc. February 2015 - Present
Thrivent Financial for Lutherans 2012 - February 2015
Rib Crib 2006 - 2012
Education
University of Phoenix 2004 — 2009
Bachelor's degree, Business Administration
Smith Cotton 1991 — 1995
Olga Slack's Investment Professionals, Inc. Experience January 2012 - August 2013
Job Talent Management
Industry Human Resources
Experience
HVHC Inc. July 2015 - Present
Malone Workforce Solutions October 2013 - June 2015
Investment Professionals, Inc. January 2012 - August 2013
SecureTek Group, Inc. August 2011 - January 2012
SNI Companies March 2011 - August 2011
SBA Communications September 2007 - March 2010
Skills
Leadership, Human Resources, Leadership Development, Management, Team Building, Strategic Planning, Customer Service, Microsoft Office, Training, Organizational..., Career Counseling, Coaching, Government, Program Management, Sourcing, Team Leadership
Education
Palm Beach State College
Business Administration and Management, General
HVHC Inc. July 2015 - Present
Malone Workforce Solutions October 2013 - June 2015
Investment Professionals, Inc. January 2012 - August 2013
SecureTek Group, Inc. August 2011 - January 2012
SNI Companies March 2011 - August 2011
SBA Communications September 2007 - March 2010
Skills
Leadership, Human Resources, Leadership Development, Management, Team Building, Strategic Planning, Customer Service, Microsoft Office, Training, Organizational..., Career Counseling, Coaching, Government, Program Management, Sourcing, Team Leadership
Education
Palm Beach State College
Business Administration and Management, General
Misty Garcia Misty Garcia's Investment Professionals, Inc. Experience August 2012 - December 2012
Job Owner of Blitzed Desserts
Industry Restaurants
Experience
Blitzed Desserts March 2015 - Present
Northside ISD September 2014 - Present
Medina Regional Hospital January 2014 - April 2014
Investment Professionals, Inc. August 2012 - December 2012
Alamo Community College District September 2009 - September 2011
Skills
Customer Oriented, Organizational..., Highly detail oriented, Dependable Team Player, Multi Tasking, Promotions, Advertising, Office Administration, Dispatching, Retail, Team-oriented, Leadership, Friendly Personality, Computers, Police Administration
Education
Northwest Vista College
Blitzed Desserts March 2015 - Present
Northside ISD September 2014 - Present
Medina Regional Hospital January 2014 - April 2014
Investment Professionals, Inc. August 2012 - December 2012
Alamo Community College District September 2009 - September 2011
Skills
Customer Oriented, Organizational..., Highly detail oriented, Dependable Team Player, Multi Tasking, Promotions, Advertising, Office Administration, Dispatching, Retail, Team-oriented, Leadership, Friendly Personality, Computers, Police Administration
Education
Northwest Vista College
Michele (Burns) Dematti Michele (Burns) Dematti's Investment Professionals, Inc. Experience February 2013 - September 2013
Job Database Administrator
Industry Computer Software
Experience
Fellowship Bible Church (Central Arkansas) August 2007 - November 2013
Investment Professionals, Inc. February 2013 - September 2013
Lifeway Baptist Church January 2002 - July 2007
Skills
Public Speaking, Nonprofits, Team Building, Missions, Program Development, Pastoral Care, Project Management, Facebook, Biblical Studies, Volunteer Management, Blogging, Leadership Development, Religion, Fundraising, Event Planning, Microsoft Office, Theology, Team Leadership, Microsoft Excel, Church Events, Pastoral Counseling, Strategic Planning, Discipleship, Youth Ministry, Customer Service, Preaching, Curriculum Design, Spiritual Direction, Social Media, Event Management, Non-profits, Budgets, Community Outreach, Leadership, Technical Writing, PowerPoint, Conflict Resolution, Database Administration, Staff Development
Education
University of Arkansas at Little Rock 1981 — 1985
Fellowship Bible Church (Central Arkansas) August 2007 - November 2013
Investment Professionals, Inc. February 2013 - September 2013
Lifeway Baptist Church January 2002 - July 2007
Skills
Public Speaking, Nonprofits, Team Building, Missions, Program Development, Pastoral Care, Project Management, Facebook, Biblical Studies, Volunteer Management, Blogging, Leadership Development, Religion, Fundraising, Event Planning, Microsoft Office, Theology, Team Leadership, Microsoft Excel, Church Events, Pastoral Counseling, Strategic Planning, Discipleship, Youth Ministry, Customer Service, Preaching, Curriculum Design, Spiritual Direction, Social Media, Event Management, Non-profits, Budgets, Community Outreach, Leadership, Technical Writing, PowerPoint, Conflict Resolution, Database Administration, Staff Development
Education
University of Arkansas at Little Rock 1981 — 1985
Laura Elizabeth Morales-Welch's Investment Professionals, Inc. Experience October 2006 - January 2007
Job Public Affairs Senior Account Executive
Industry Public Relations and Communications
Experience
KGBTexas Public Relations / Advertising April 2013 - Present
City of San Antonio April 2012 - April 2013
City of McAllen May 2006 - April 2012
Young Conservatives of Texas March 2006 - April 2010
Texans for Rick Perry June 2009 - December 2009
Harris Media, LLC April 2009 - June 2009
Clare Boothe Luce Policy Institute May 2007 - August 2007
San Antonio Area Foundation January 2007 - May 2007
Investment Professionals, Inc. October 2006 - January 2007
Skills
Social Media Marketing, Media Relations, Copy Editing, Branding & Identity, Public Speaking, Public Affairs, Government, Community Outreach, Public Relations Skills, Crisis Communications, Broadcast Writing, Marketing Communications, Press Releases, Photography, Photoshop, Creative Writing, Photo Editing, Social Media, Television Production, Google Analytics, Survey Design, Event Planning, Public Relations, Editing, Blogging, Grassroots Organizing, Political Campaigns, Strategic Communications, Corporate Communications, Marketing, Newsletters, Public Policy, Graphic Design, Speech Writing, Email Marketing, Team Building, Community Development, Nonprofits, Fundraising, Politics, Event Management, Video, Spokesperson, Publicity, Legislative Relations, Publications, Grassroots
Education
The University of Texas-Pan American 2009 — 2011
B.A., Mass Communication - Public Relations & Advertising
South Texas College 2008 — 2009
Communication
The University of Texas at San Antonio 2005 — 2007
Political Science
Latina Leadership Institute
KGBTexas Public Relations / Advertising April 2013 - Present
City of San Antonio April 2012 - April 2013
City of McAllen May 2006 - April 2012
Young Conservatives of Texas March 2006 - April 2010
Texans for Rick Perry June 2009 - December 2009
Harris Media, LLC April 2009 - June 2009
Clare Boothe Luce Policy Institute May 2007 - August 2007
San Antonio Area Foundation January 2007 - May 2007
Investment Professionals, Inc. October 2006 - January 2007
Skills
Social Media Marketing, Media Relations, Copy Editing, Branding & Identity, Public Speaking, Public Affairs, Government, Community Outreach, Public Relations Skills, Crisis Communications, Broadcast Writing, Marketing Communications, Press Releases, Photography, Photoshop, Creative Writing, Photo Editing, Social Media, Television Production, Google Analytics, Survey Design, Event Planning, Public Relations, Editing, Blogging, Grassroots Organizing, Political Campaigns, Strategic Communications, Corporate Communications, Marketing, Newsletters, Public Policy, Graphic Design, Speech Writing, Email Marketing, Team Building, Community Development, Nonprofits, Fundraising, Politics, Event Management, Video, Spokesperson, Publicity, Legislative Relations, Publications, Grassroots
Education
The University of Texas-Pan American 2009 — 2011
B.A., Mass Communication - Public Relations & Advertising
South Texas College 2008 — 2009
Communication
The University of Texas at San Antonio 2005 — 2007
Political Science
Latina Leadership Institute
William Looney, CRPC®'s Investment Professionals, Inc. Experience March 2009 - Present
Job Financial Advisor, Chartered Retirement Planning Counselor (CRPC®)
Industry Financial Services
Experience
Investment Professionals, Inc. March 2009 - Present
Morgan Stanley June 2006 - March 2009
Morgan Stanley 2006 - 2009
Self-Employed November 2004 - June 2006
Buxton & Cloud, PC June 1996 - October 2004
Skills
Investments, Financial Services, Fixed Annuities, Financial Advisory, Retirement, Roth IRA, Insurance, FINRA, Series 7, Customer Service, Retirement Planning, Portfolio Management, Financial Planners, Life Insurance, Marketing, Estate Planning, Strategic Financial..., Wealth Management..., IRAs, Management, Finance, Uniform Combined State..., Mutual Funds, Series 63, Wealth Management, Financial Planning
Education
University of Central Oklahoma 1999 — 2003
BBA, General Business
College of Business 1998 — 2003
BBA, General Business
Putnam City High School 1996 — 1998
Bishop McGuinness High School 1995 — 1996
Investment Professionals, Inc. March 2009 - Present
Morgan Stanley June 2006 - March 2009
Morgan Stanley 2006 - 2009
Self-Employed November 2004 - June 2006
Buxton & Cloud, PC June 1996 - October 2004
Skills
Investments, Financial Services, Fixed Annuities, Financial Advisory, Retirement, Roth IRA, Insurance, FINRA, Series 7, Customer Service, Retirement Planning, Portfolio Management, Financial Planners, Life Insurance, Marketing, Estate Planning, Strategic Financial..., Wealth Management..., IRAs, Management, Finance, Uniform Combined State..., Mutual Funds, Series 63, Wealth Management, Financial Planning
Education
University of Central Oklahoma 1999 — 2003
BBA, General Business
College of Business 1998 — 2003
BBA, General Business
Putnam City High School 1996 — 1998
Bishop McGuinness High School 1995 — 1996
Shane Abernathy's Investment Professionals, Inc. Experience 1994 - 2013
Job Financial Consultant/ Recruiter
Industry Financial Services
Experience
Investment Professionals, Inc. 1994 - 2013
Education
Northwestern State University 1988 — 1993
Bachelor of Science (B.S.), Finance, General
Investment Professionals, Inc. 1994 - 2013
Education
Northwestern State University 1988 — 1993
Bachelor of Science (B.S.), Finance, General
Edward Endicott's Investment Professionals, Inc. Experience March 2003 - April 2006
Job Agent Intern at State Farm
Industry Financial Services
Experience
State Farm March 2015 - Present
First Marketer February 2014 - March 2015
Deal Pro Research July 2010 - July 2013
Frost & Sullivan April 2006 - July 2010
Investment Professionals, Inc. March 2003 - April 2006
Morgan Stanley December 2001 - March 2003
Skills
Mergers, Consulting, Business Relationship..., Start-ups, Business Development, Entrepreneurship, Competitive Analysis, Strategic Planning, Mobile Devices, B2B, Leadership, Venture Capital, Strategic Partnerships, Strategic Consulting, New Business Development, Mergers & Acquisitions, Account Management, Market Research, Sales, Project Management, Emerging Markets, Strategy, Management, Due Diligence, Market Analysis, Networking, Lead Generation, Management Consulting, Finance, Business Strategy, Analytics, Business Planning, Private Equity, Go-to-market Strategy, Product Marketing, Executive Management, Competitive Intelligence, CRM, SaaS, Market Intelligence, Salesforce.com, Corporate Development, E-commerce, Marketing Strategy, Product Management, International Business, Segmentation, Global Business..., Market Entry, Marketing Research
Education
University of North Texas 1998 — 2000
B.A.A.S., Business, Psychology
Hardin-Simmons University 1996 — 1997
State Farm March 2015 - Present
First Marketer February 2014 - March 2015
Deal Pro Research July 2010 - July 2013
Frost & Sullivan April 2006 - July 2010
Investment Professionals, Inc. March 2003 - April 2006
Morgan Stanley December 2001 - March 2003
Skills
Mergers, Consulting, Business Relationship..., Start-ups, Business Development, Entrepreneurship, Competitive Analysis, Strategic Planning, Mobile Devices, B2B, Leadership, Venture Capital, Strategic Partnerships, Strategic Consulting, New Business Development, Mergers & Acquisitions, Account Management, Market Research, Sales, Project Management, Emerging Markets, Strategy, Management, Due Diligence, Market Analysis, Networking, Lead Generation, Management Consulting, Finance, Business Strategy, Analytics, Business Planning, Private Equity, Go-to-market Strategy, Product Marketing, Executive Management, Competitive Intelligence, CRM, SaaS, Market Intelligence, Salesforce.com, Corporate Development, E-commerce, Marketing Strategy, Product Management, International Business, Segmentation, Global Business..., Market Entry, Marketing Research
Education
University of North Texas 1998 — 2000
B.A.A.S., Business, Psychology
Hardin-Simmons University 1996 — 1997
Rick Moos's Investment Professionals, Inc. Experience 2000 - 2001
Job Senior Vice President at Halen Capital
Industry Investment Management
Experience
Moos Cattle Company November 1976 - Present
Halen Capital Management Inc. February 2015 - Present
Income Solutions July 2009 - January 2015
SWBC Investment Services November 2008 - June 2009
FIS - Advisors Asset Management April 2001 - November 2008
Investment Professionals, Inc. 2000 - 2001
USAA 1997 - 2000
Skills
Fixed Income, Investments, Portfolio Management, Trading, Bonds, Equities, Asset Management, Sales, Series 7, Securities, Mutual Funds, Financial Advisory, Alternative Investments, Finance, Series 63, Investment Management, Structured Products, Investment Advisory, FINRA, Wealth Management, Retirement Planning, Fixed Income Products, Asset Allocation, Investment Strategies, Financial Services, Capital Markets, Wealth, Retirement, Bloomberg
Education
Texas A&M University 1990 — 1994
BS
The University of Texas at San Antonio 1995 — 1997
Master of Business Administration (M.B.A.)
HHS 1986 — 1990
Moos Cattle Company November 1976 - Present
Halen Capital Management Inc. February 2015 - Present
Income Solutions July 2009 - January 2015
SWBC Investment Services November 2008 - June 2009
FIS - Advisors Asset Management April 2001 - November 2008
Investment Professionals, Inc. 2000 - 2001
USAA 1997 - 2000
Skills
Fixed Income, Investments, Portfolio Management, Trading, Bonds, Equities, Asset Management, Sales, Series 7, Securities, Mutual Funds, Financial Advisory, Alternative Investments, Finance, Series 63, Investment Management, Structured Products, Investment Advisory, FINRA, Wealth Management, Retirement Planning, Fixed Income Products, Asset Allocation, Investment Strategies, Financial Services, Capital Markets, Wealth, Retirement, Bloomberg
Education
Texas A&M University 1990 — 1994
BS
The University of Texas at San Antonio 1995 — 1997
Master of Business Administration (M.B.A.)
HHS 1986 — 1990
Amy Lekakos's Investment Professionals, Inc. Experience January 2015 - Present
Job Sales Assistant at Investment Professionals, Inc.
Industry Banking
Experience
Investment Professionals, Inc. January 2015 - Present
TD January 2012 - March 2014
Eastern Bank May 2006 - January 2012
Skills
Mortgage Lending, Credit Analysis, Small Business Lending, Consumer Lending, Cross Selling, Mutual Funds, Sales, Equities, Credit Cards, Team Leadership, Sales Management, Management, Residential Mortgages
Education
Regis College 2000 — 2003
Bachelor's degree, English Language and Literature, General
Investment Professionals, Inc. January 2015 - Present
TD January 2012 - March 2014
Eastern Bank May 2006 - January 2012
Skills
Mortgage Lending, Credit Analysis, Small Business Lending, Consumer Lending, Cross Selling, Mutual Funds, Sales, Equities, Credit Cards, Team Leadership, Sales Management, Management, Residential Mortgages
Education
Regis College 2000 — 2003
Bachelor's degree, English Language and Literature, General
Andi Hull Andi Hull's Investment Professionals, Inc. Experience August 2013 - February 2014
Job Marketing Compliance Analyst at USAA
Industry Financial Services
Experience
USAA February 2014 - Present
Investment Professionals, Inc. August 2013 - February 2014
Caldwell & Orkin, Inc. May 2013 - August 2013
Fuerst Financial Group May 2009 - April 2013
Fuerst Financial Group, Inc. January 2008 - April 2013
Fuerst Financial Group, Inc. February 2007 - April 2013
Fuerst Financial Group, Inc. May 2005 - February 2007
Skills
Customer Service, Microsoft Office, Microsoft Excel, Banking, Investments, Management, Microsoft Word, PowerPoint, Human Resources, Insurance, Marketing, Training, Accounting, Employee Benefits, Leadership, Sales
Education
Lee University 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Cleveland High School 1997 — 2001
USAA February 2014 - Present
Investment Professionals, Inc. August 2013 - February 2014
Caldwell & Orkin, Inc. May 2013 - August 2013
Fuerst Financial Group May 2009 - April 2013
Fuerst Financial Group, Inc. January 2008 - April 2013
Fuerst Financial Group, Inc. February 2007 - April 2013
Fuerst Financial Group, Inc. May 2005 - February 2007
Skills
Customer Service, Microsoft Office, Microsoft Excel, Banking, Investments, Management, Microsoft Word, PowerPoint, Human Resources, Insurance, Marketing, Training, Accounting, Employee Benefits, Leadership, Sales
Education
Lee University 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Cleveland High School 1997 — 2001
Steve Andersland's Investment Professionals, Inc. Experience August 2010 - Present
Job Financial Consultant at Investment Professionals, Inc.
Industry Financial Services
Experience
Investment Professionals, Inc. August 2010 - Present
MetLife April 2004 - August 2010
Education
University of Minnesota-Twin Cities 1968 — 1969
Bethany Lutheran College
Accounting
San Diego Mesa College
aa, selected studies
Investment Professionals, Inc. August 2010 - Present
MetLife April 2004 - August 2010
Education
University of Minnesota-Twin Cities 1968 — 1969
Bethany Lutheran College
Accounting
San Diego Mesa College
aa, selected studies
Bryan Skoruppa Bryan Skoruppa's Investment Professionals, Inc. Experience May 2006 - January 2007
Job Wealth Manager at USAA
Industry Financial Services
Experience
USAA July 2013 - Present
USAA January 2007 - Present
Investment Professionals, Inc. May 2006 - January 2007
Ameriprise Financial Services, Inc. May 2002 - May 2006
Skills
Wealth Management, Financial Planners, Financial Services, Financial Goals, Estate Law, Sales, IRAs, Retirement Planning, Estate Planning, Retirement, Investment Advisory, Asset Allocation, 401k Rollovers, Investment Strategies, Portfolio Management, Mutual Funds, Fixed Annuities
Education
Certified Financial Planner Board of Standards, Inc.
CFP®, Certified Financial Planner Professional Designation
College for Financial Planning
Masters of Science, Personal Financial Planning
Nat'l Assoc Estate Planners & Councils
AEP®, Accredited Estate Planner Professional Designation
American Bankers Assoc. Institute of Certified Bankers
CTFA®, Certified Trust and Financial Advisor Professional Designation
The American College
ChFC® & CLU®, Chartered Financial Consultant & Chartered Life Underwriter Professional Designation
Cannon Financial Institute
CWS®, Certified Wealth Strategist Professional Designation
Texas A&M University
Agricultural Business & Mgmt
Texas State University
Bachelors of Science, Agriculture-Business & Management
George West High School
HS Diploma
USAA July 2013 - Present
USAA January 2007 - Present
Investment Professionals, Inc. May 2006 - January 2007
Ameriprise Financial Services, Inc. May 2002 - May 2006
Skills
Wealth Management, Financial Planners, Financial Services, Financial Goals, Estate Law, Sales, IRAs, Retirement Planning, Estate Planning, Retirement, Investment Advisory, Asset Allocation, 401k Rollovers, Investment Strategies, Portfolio Management, Mutual Funds, Fixed Annuities
Education
Certified Financial Planner Board of Standards, Inc.
CFP®, Certified Financial Planner Professional Designation
College for Financial Planning
Masters of Science, Personal Financial Planning
Nat'l Assoc Estate Planners & Councils
AEP®, Accredited Estate Planner Professional Designation
American Bankers Assoc. Institute of Certified Bankers
CTFA®, Certified Trust and Financial Advisor Professional Designation
The American College
ChFC® & CLU®, Chartered Financial Consultant & Chartered Life Underwriter Professional Designation
Cannon Financial Institute
CWS®, Certified Wealth Strategist Professional Designation
Texas A&M University
Agricultural Business & Mgmt
Texas State University
Bachelors of Science, Agriculture-Business & Management
George West High School
HS Diploma
Wendy Seale Wendy Seale's Investment Professionals, Inc. Experience May 2011 - May 2012
Job Raymond James Financial Services, LegacyTexas Investment Group
Industry Financial Services
Experience
Raymond James Financial Services December 2012 - Present
Investment Professionals, Inc. May 2011 - May 2012
Edward Jones August 2008 - May 2011
Consumer Credit Counseling of South Texas August 1995 - August 2008
Skills
Retirement Planning, Wealth Management..., Estate Planning, Finance, Wealth Management, Retirement
Education
The University of Texas at Dallas 1988 — 1990
Bachelor’s Degree, Business Administration and Management, General
Richland College 1985 — 1987
Business Administration and Management, General
Raymond James Financial Services December 2012 - Present
Investment Professionals, Inc. May 2011 - May 2012
Edward Jones August 2008 - May 2011
Consumer Credit Counseling of South Texas August 1995 - August 2008
Skills
Retirement Planning, Wealth Management..., Estate Planning, Finance, Wealth Management, Retirement
Education
The University of Texas at Dallas 1988 — 1990
Bachelor’s Degree, Business Administration and Management, General
Richland College 1985 — 1987
Business Administration and Management, General
Larry Nimbach's Investment Professionals, Inc. Experience February 2013 - Present
Job Municipal Bond Trader at Investment Professionals, Inc.
Industry Financial Services
Experience
Investment Professionals, Inc. February 2013 - Present
Noble Capital Partners September 2011 - January 2013
Shantyboy Studio January 2011 - January 2013
Ameriprise Financial May 1996 - October 2009
Skills
Chartered Financial..., Fixed Income, Bonds, Municipal Bonds, Investments, Securities, Mutual Funds, Investment Strategies, Bloomberg, Asset Managment, Portfolio Management, Investment Management, Financial Advisory, Uniform Combined State..., Trading, Investment Advisory, Equities, FINRA, Leadership, Trading Systems, Web Design
Education
University of Michigan 1992 — 1996
Bachelor, Economics
Investment Professionals, Inc. February 2013 - Present
Noble Capital Partners September 2011 - January 2013
Shantyboy Studio January 2011 - January 2013
Ameriprise Financial May 1996 - October 2009
Skills
Chartered Financial..., Fixed Income, Bonds, Municipal Bonds, Investments, Securities, Mutual Funds, Investment Strategies, Bloomberg, Asset Managment, Portfolio Management, Investment Management, Financial Advisory, Uniform Combined State..., Trading, Investment Advisory, Equities, FINRA, Leadership, Trading Systems, Web Design
Education
University of Michigan 1992 — 1996
Bachelor, Economics
Brian McNeely's Investment Professionals, Inc. Experience October 2009 - Present
Job Municipal Trader
Industry Financial Services
Experience
Investment Professionals, Inc. October 2009 - Present
Mid Atlantic Capital Group, Inc. November 2008 - August 2009
Advisors Asset Management, Inc. January 2005 - December 2008
Education
Texas State University 2000 — 2003
BBA, Finance
Investment Professionals, Inc. October 2009 - Present
Mid Atlantic Capital Group, Inc. November 2008 - August 2009
Advisors Asset Management, Inc. January 2005 - December 2008
Education
Texas State University 2000 — 2003
BBA, Finance
Tad Damato's Investment Professionals, Inc. Experience March 2012 - May 2013
Job Bank Examiner at Federal Reserve Bank of Kansas City
Industry Financial Services
Experience
Federal Reserve Bank of Kansas City June 2015 - Present
Federal Governement: Office of Examination - Farm Credit Administration June 2013 - June 2015
Investment Professionals, Inc. March 2012 - May 2013
Janus Capital Group May 2010 - April 2012
Charles Schwab October 2008 - May 2010
Skills
Series 7, Series 63, Mutual Funds, Securities, Investments, Accounting, Financial Analysis
Education
University of Colorado Boulder 2006 — 2010
University of Colorado Boulder 2004 — 2009
Smoky Hill
Federal Reserve Bank of Kansas City June 2015 - Present
Federal Governement: Office of Examination - Farm Credit Administration June 2013 - June 2015
Investment Professionals, Inc. March 2012 - May 2013
Janus Capital Group May 2010 - April 2012
Charles Schwab October 2008 - May 2010
Skills
Series 7, Series 63, Mutual Funds, Securities, Investments, Accounting, Financial Analysis
Education
University of Colorado Boulder 2006 — 2010
University of Colorado Boulder 2004 — 2009
Smoky Hill
Bryan Lawrence's Investment Professionals, Inc. Experience March 2012 - Present
Job Financial Advisor at Investment Professionals, Inc.
Industry Investment Management
Experience
Investment Professionals, Inc. March 2012 - Present
Edward Jones Investments 2007 - March 2012
Axciom Corp. April 2006 - December 2007
Skills
Retirement, Investments, Life Insurance, Saving for Education, Tax Free Income, Series 7, Uniform Combined State..., Wealth Accumulation, Portfolio Management, Securities, Long Term Care Insurance, Fixed Annuities, Unit Investment Trusts, Strategic Financial..., Financial Advisory, Retirement Planning, Wealth Management, Customer Service, Finance, Insurance
Education
University of Central Arkansas 2003 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Central Arkansas 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance and Computer Info. Systems
Investment Professionals, Inc. March 2012 - Present
Edward Jones Investments 2007 - March 2012
Axciom Corp. April 2006 - December 2007
Skills
Retirement, Investments, Life Insurance, Saving for Education, Tax Free Income, Series 7, Uniform Combined State..., Wealth Accumulation, Portfolio Management, Securities, Long Term Care Insurance, Fixed Annuities, Unit Investment Trusts, Strategic Financial..., Financial Advisory, Retirement Planning, Wealth Management, Customer Service, Finance, Insurance
Education
University of Central Arkansas 2003 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Central Arkansas 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance and Computer Info. Systems
Matt McCain's Investment Professionals, Inc. Experience June 2012 - Present
Job VP Capital Markets / Municipal Bond Trader at Investment Professionals, Inc.
Industry Financial Services
Experience
Investment Professionals, Inc. June 2012 - Present
Charles Schwab July 2011 - June 2012
Janco Partners October 2010 - March 2011
Wall Street Associates February 2006 - June 2010
Caris & Company May 2004 - January 2006
Wall Street Associates May 2003 - October 2003
Skills
Equities, Trading, Hedge Funds, Derivatives, Series 7, Bloomberg, Fixed Income, Municipal Bonds, Options, Compliance, Financial Analysis, Portfolio Management, Valuation, Financial Modeling, Excel, Customer Relations, Research, Risk Management, Microsoft Office, Series 63, Investments, Analysis, Asset Management, Customer Service, Hedging, Securities, Bonds, Alternative Investments
Education
San Diego State University-California State University 2007 — 2009
MBA, Finance
University of Colorado Boulder 1999 — 2003
BS, Finance
Investment Professionals, Inc. June 2012 - Present
Charles Schwab July 2011 - June 2012
Janco Partners October 2010 - March 2011
Wall Street Associates February 2006 - June 2010
Caris & Company May 2004 - January 2006
Wall Street Associates May 2003 - October 2003
Skills
Equities, Trading, Hedge Funds, Derivatives, Series 7, Bloomberg, Fixed Income, Municipal Bonds, Options, Compliance, Financial Analysis, Portfolio Management, Valuation, Financial Modeling, Excel, Customer Relations, Research, Risk Management, Microsoft Office, Series 63, Investments, Analysis, Asset Management, Customer Service, Hedging, Securities, Bonds, Alternative Investments
Education
San Diego State University-California State University 2007 — 2009
MBA, Finance
University of Colorado Boulder 1999 — 2003
BS, Finance
Jim Caperton's Investment Professionals, Inc. Experience Sr. VP - Trust and InvestmentsFirst National Bank of Shelbyville, TNDecember 1972 - August 1994
Job CFP at Investment Professionals, Inc.
Industry Investment Management
Experience
Investment Professionals, Inc. Sr. VP - Trust and InvestmentsFirst National Bank of Shelbyville, TNDecember 1972 - August 1994
Education
Middle Tennessee State University
Investment Professionals, Inc. Sr. VP - Trust and InvestmentsFirst National Bank of Shelbyville, TNDecember 1972 - August 1994
Education
Middle Tennessee State University
Jeff Jaynes's Investment Professionals, Inc. Experience July 2011 - May 2015
Job VP, Financial Adviser
Industry Financial Services
Experience
FB&T Wealth Management May 2015 - Present
Investment Professionals, Inc. July 2011 - May 2015
VIP Insurance March 2008 - June 2011
Education
Baylor University 1986 — 1989
Bachelor of Business Administration (BBA), Economics
Richfield HIgh School
FB&T Wealth Management May 2015 - Present
Investment Professionals, Inc. July 2011 - May 2015
VIP Insurance March 2008 - June 2011
Education
Baylor University 1986 — 1989
Bachelor of Business Administration (BBA), Economics
Richfield HIgh School
Anna Hilton's Investment Professionals, Inc. Experience May 2001 - September 2001
Job Senior Manager of Marketing Communications at American Payroll Association
Industry Writing and Editing
Experience
American Payroll Association July 2013 - Present
American Payroll Association March 2013 - July 2013
American Payroll Association May 2006 - March 2013
American Payroll Association July 2004 - May 2006
San Antonio Sports Foundation September 2003 - December 2003
Investment Professionals, Inc. May 2001 - September 2001
Skills
Email Marketing, HTML, CSS, WYSIWYG layout tools, Online Marketing, Writing, Editing, Brochures, Corporate Communications, Copywriting, Dreamweaver, Marketing Communications, Social Media, Newsletters, Copy Editing, Photoshop, Marketing, Content Management, Creative Writing, Internal Communications, Microsoft Office, PowerPoint, Adobe Creative Suite, Leadership
Education
Texas State University
Bachelors, Mass Communications - Public Relations
Texas Tech University
American Payroll Association July 2013 - Present
American Payroll Association March 2013 - July 2013
American Payroll Association May 2006 - March 2013
American Payroll Association July 2004 - May 2006
San Antonio Sports Foundation September 2003 - December 2003
Investment Professionals, Inc. May 2001 - September 2001
Skills
Email Marketing, HTML, CSS, WYSIWYG layout tools, Online Marketing, Writing, Editing, Brochures, Corporate Communications, Copywriting, Dreamweaver, Marketing Communications, Social Media, Newsletters, Copy Editing, Photoshop, Marketing, Content Management, Creative Writing, Internal Communications, Microsoft Office, PowerPoint, Adobe Creative Suite, Leadership
Education
Texas State University
Bachelors, Mass Communications - Public Relations
Texas Tech University
Brenda Rocchio's Investment Professionals, Inc. Experience March 2015 - Present
Job Helping families & business owners plan for their financial future Retirement Income Planning Asset Preservation
Industry Investment Management
Experience
Investment Professionals, Inc. March 2015 - Present
NYLIFE Securities, LLC June 2012 - March 2015
New York Life Insurance Company June 2012 - March 2015
State Farm Insurance September 2009 - May 2012
Dream Dinners November 2005 - May 2008
SWBC October 1996 - December 2006
Edward Jones February 1994 - September 1996
Skills
Customer Satisfaction, 401k Rollovers, IRA Rollovers, Lifetime Income..., Retirement, Investments, Insurance, Life Insurance, Small Business, Supplements to Employee..., Business Succession..., Account Management, Education Funding, Estate Planning, Grandchild Gifting, Legacy Planning, Wealth Transfer..., Public Speaking, Finance, Financial Services, Long Term Care Insurance
Education
Texas A&M University 1989 — 1993
Bachelor's Degree, Journalism
Investment Professionals, Inc. March 2015 - Present
NYLIFE Securities, LLC June 2012 - March 2015
New York Life Insurance Company June 2012 - March 2015
State Farm Insurance September 2009 - May 2012
Dream Dinners November 2005 - May 2008
SWBC October 1996 - December 2006
Edward Jones February 1994 - September 1996
Skills
Customer Satisfaction, 401k Rollovers, IRA Rollovers, Lifetime Income..., Retirement, Investments, Insurance, Life Insurance, Small Business, Supplements to Employee..., Business Succession..., Account Management, Education Funding, Estate Planning, Grandchild Gifting, Legacy Planning, Wealth Transfer..., Public Speaking, Finance, Financial Services, Long Term Care Insurance
Education
Texas A&M University 1989 — 1993
Bachelor's Degree, Journalism
Shawn McGuire, CFP®'s Investment Professionals, Inc. Experience September 2003 - October 2004
Job President and owner at Clarus Financial Group
Industry Financial Services
Experience
Clarus Financial Group April 2007 - Present
WM Financial Services June 2005 - April 2007
Investment Professionals, Inc. September 2003 - October 2004
Oneamerica Securities November 2002 - August 2003
SertaA 2000 - 2001
Education
The University of Georgia 1997 — 2000
B.A., Speech Communication
Clarus Financial Group April 2007 - Present
WM Financial Services June 2005 - April 2007
Investment Professionals, Inc. September 2003 - October 2004
Oneamerica Securities November 2002 - August 2003
SertaA 2000 - 2001
Education
The University of Georgia 1997 — 2000
B.A., Speech Communication
Kent Amos's Investment Professionals, Inc. Experience November 2013 - Present
Job Registered Rep Kovack Securities
Industry Financial Services
Experience
Investment Professionals, Inc. November 2013 - Present
Scudder Investments 1990 - 2011
Scudder Investments 1990 - 2011
Skills
Mutual Funds, Retirement Planning, Fixed Annuities, Series 7, Wealth Management, 401k, FINRA, IRAs, Asset Allocation, Life Insurance, Retirement, Series 63, Variable Annuities, Securities, Investments, Risk Management, Investment Advisory, Alternative Investments
Education
University of Alabama 1979 — 1984
Corp Finance, Business
Investment Professionals, Inc. November 2013 - Present
Scudder Investments 1990 - 2011
Scudder Investments 1990 - 2011
Skills
Mutual Funds, Retirement Planning, Fixed Annuities, Series 7, Wealth Management, 401k, FINRA, IRAs, Asset Allocation, Life Insurance, Retirement, Series 63, Variable Annuities, Securities, Investments, Risk Management, Investment Advisory, Alternative Investments
Education
University of Alabama 1979 — 1984
Corp Finance, Business
Stefan Rainer's Investment Professionals, Inc. Experience 2014 - Present
Job Financial Advisor at PBA Investment Services
Industry Financial Services
Experience
Investment Professionals, Inc. 2014 - Present
PBA Investment Services 2014 - Present
Morgan Stanley 2013 - 2014
Perez Capital 2011 - 2013
Global Strategies Fund LLC 2009 - 2011
Fisher Partners 2002 - 2009
Handelsbanken 1997 - 2002
University of North Alabama 1992 - 1997
Skills
Capital Markets, Portfolio Management, Equity Trading, Trading, Strategy, Derivatives, Public Speaking, Equities, Equity Derivatives, Hedge Funds, Finance, Financial Markets, Alternative Investments, Electronic Trading, Strategic Financial..., Project Planning, Asset Management, Options, Fixed Income, Bonds, Investments, Management, Securities, Investment Banking, Financial Planning, Bloomberg, Risk Management, Mutual Funds, Financial Analysis, Valuation, Asset Allocation, Banking, Wealth Management, Trading Systems, FX Options, Private Equity, Structured Products, Financial Modeling, Corporate Finance, Financial Risk, Series 7, Investment Strategies, Financial Advisory
Education
Stockholm University 1997 — 1999
Mathematical Statistics and Probability
University of North Alabama
MBA
University of North Alabama
Bachelor of Science (B.S.)
Investment Professionals, Inc. 2014 - Present
PBA Investment Services 2014 - Present
Morgan Stanley 2013 - 2014
Perez Capital 2011 - 2013
Global Strategies Fund LLC 2009 - 2011
Fisher Partners 2002 - 2009
Handelsbanken 1997 - 2002
University of North Alabama 1992 - 1997
Skills
Capital Markets, Portfolio Management, Equity Trading, Trading, Strategy, Derivatives, Public Speaking, Equities, Equity Derivatives, Hedge Funds, Finance, Financial Markets, Alternative Investments, Electronic Trading, Strategic Financial..., Project Planning, Asset Management, Options, Fixed Income, Bonds, Investments, Management, Securities, Investment Banking, Financial Planning, Bloomberg, Risk Management, Mutual Funds, Financial Analysis, Valuation, Asset Allocation, Banking, Wealth Management, Trading Systems, FX Options, Private Equity, Structured Products, Financial Modeling, Corporate Finance, Financial Risk, Series 7, Investment Strategies, Financial Advisory
Education
Stockholm University 1997 — 1999
Mathematical Statistics and Probability
University of North Alabama
MBA
University of North Alabama
Bachelor of Science (B.S.)
Robbie Schubert's Investment Professionals, Inc. Experience 2009 - 2010
Job Senior Benefits and Planning Consultant at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group October 2010 - Present
Investment Professionals, Inc. 2009 - 2010
Ameriprise Financial Services, Inc. September 2003 - October 2009
Skills
Wealth Management, Investments, Retirement Planning, Retirement, Finance, Employee Benefits, 401k, Relationship Management, 403b, SEP IRA, Simple IRA, Deferred Compensation..., Defined Benefit Plans, Series 7, Life Insurance, Financial Services
Education
Texas A&M University 1996 — 2001
Ag-Business, Business, Finance
Principal Financial Group October 2010 - Present
Investment Professionals, Inc. 2009 - 2010
Ameriprise Financial Services, Inc. September 2003 - October 2009
Skills
Wealth Management, Investments, Retirement Planning, Retirement, Finance, Employee Benefits, 401k, Relationship Management, 403b, SEP IRA, Simple IRA, Deferred Compensation..., Defined Benefit Plans, Series 7, Life Insurance, Financial Services
Education
Texas A&M University 1996 — 2001
Ag-Business, Business, Finance
R. Christopher Riley's Investment Professionals, Inc. Experience 2010 - 2013
Job Business Development / Outside Sales
Industry Wireless
Experience
Riley Expediting Services 2003 - Present
Metal Supermarkets Bridgeview, IL June 2011 - January 2013
Investment Professionals, Inc. 2010 - 2013
Riley & Associates 1999 - 2005
Skills
New Business Development, Business Planning, Sales Management, Strategic Planning, Team Building, Business Strategy, Account Management, Customer Service, Management, Financial Analysis, Small Business, Project Management, Entrepreneurship, Sales, Insurance, Marketing Strategy, Real Estate, Start-ups, Operations Management
Education
Saint Xavier University 2002 — 2005
MBA, Finance/Business Management
Riley Expediting Services 2003 - Present
Metal Supermarkets Bridgeview, IL June 2011 - January 2013
Investment Professionals, Inc. 2010 - 2013
Riley & Associates 1999 - 2005
Skills
New Business Development, Business Planning, Sales Management, Strategic Planning, Team Building, Business Strategy, Account Management, Customer Service, Management, Financial Analysis, Small Business, Project Management, Entrepreneurship, Sales, Insurance, Marketing Strategy, Real Estate, Start-ups, Operations Management
Education
Saint Xavier University 2002 — 2005
MBA, Finance/Business Management
Srdjan Blum, CERTIFIED FINANCIAL PLANNER™,CRPC®'s Investment Professionals, Inc. Experience September 2009 - Present
Job Financial Advisor
Industry Financial Services
Experience
Investment Professionals, Inc. September 2009 - Present
Ameriprise Financial Advisors October 2003 - September 2009
Aeriform Corporation, Houston TX August 2001 - October 2003
Skills
Retirement Planning, Strategic Financial..., Financial Advisory, Wealth Management, Investments, Asset Managment, Investment Strategies, Asset Allocation, Series 7, Fixed Annuities, Investment Advisory, Mutual Funds, Equities, Options, Portfolio Management, Alternative Investments, Small Business, Retirement, Wealth
Education
The University of Texas at Austin 1996 — 2001
Bachelor of Science, Electrical/Computer Engineering
Investment Professionals, Inc. September 2009 - Present
Ameriprise Financial Advisors October 2003 - September 2009
Aeriform Corporation, Houston TX August 2001 - October 2003
Skills
Retirement Planning, Strategic Financial..., Financial Advisory, Wealth Management, Investments, Asset Managment, Investment Strategies, Asset Allocation, Series 7, Fixed Annuities, Investment Advisory, Mutual Funds, Equities, Options, Portfolio Management, Alternative Investments, Small Business, Retirement, Wealth
Education
The University of Texas at Austin 1996 — 2001
Bachelor of Science, Electrical/Computer Engineering
Meghan Rowntree's Investment Professionals, Inc. Experience June 2009 - Present
Job Associate VP of Operations; Financial Consultant at Investment Professionals, Inc.
Industry Financial Services
Experience
Investment Professionals, Inc. June 2009 - Present
Waddell & Reed Financial Services May 2007 - June 2009
Ad Graphics October 2006 - May 2007
Skills
Investment Advisory, Retirement, Nonprofits, Accounting, Series 7, Finance, Retirement Planning, Wealth Management, Financial Analysis, Financial Planning, Customer Service, Strategic Planning, Investments
Education
Southern Methodist University 2000 — 2004
BA, Spanish, Math, Photography, Latin American Studies
Investment Professionals, Inc. June 2009 - Present
Waddell & Reed Financial Services May 2007 - June 2009
Ad Graphics October 2006 - May 2007
Skills
Investment Advisory, Retirement, Nonprofits, Accounting, Series 7, Finance, Retirement Planning, Wealth Management, Financial Analysis, Financial Planning, Customer Service, Strategic Planning, Investments
Education
Southern Methodist University 2000 — 2004
BA, Spanish, Math, Photography, Latin American Studies
Margo (DeLashmutt) Ward's Investment Professionals, Inc. Experience June 2009 - December 2010
Job National Sales Desk Director at Jackson National Life
Industry Financial Services
Experience
Jackson March 2015 - Present
Jackson National Life November 2012 - March 2015
Jackson National Life February 2011 - November 2012
Investment Professionals, Inc. June 2009 - December 2010
Ameriprise Financial Services, Inc. November 2007 - May 2009
Sandhills Publishing May 2006 - August 2007
University of Nebraska-Lincoln August 2003 - May 2006
Skills
Retirement Planning, Strategic Financial..., Insurance, Investments, Small Business, Leadership, Variable Annuities, Management, Estate Planning, Selling, Sales, Series 7, Finance, Business Development, Mutual Funds, Retirement, Series 63, Fixed Annuities, Uniform Combined State..., 401k, Wealth Management, Investment Advisory, IRAs, Securities, Financial Advisory, Series 24
Education
University of Nebraska-Lincoln 2003 — 2007
BS, Finance, Biology, 3.76
Jackson March 2015 - Present
Jackson National Life November 2012 - March 2015
Jackson National Life February 2011 - November 2012
Investment Professionals, Inc. June 2009 - December 2010
Ameriprise Financial Services, Inc. November 2007 - May 2009
Sandhills Publishing May 2006 - August 2007
University of Nebraska-Lincoln August 2003 - May 2006
Skills
Retirement Planning, Strategic Financial..., Insurance, Investments, Small Business, Leadership, Variable Annuities, Management, Estate Planning, Selling, Sales, Series 7, Finance, Business Development, Mutual Funds, Retirement, Series 63, Fixed Annuities, Uniform Combined State..., 401k, Wealth Management, Investment Advisory, IRAs, Securities, Financial Advisory, Series 24
Education
University of Nebraska-Lincoln 2003 — 2007
BS, Finance, Biology, 3.76
Stephen Baird, CFP®'s Investment Professionals, Inc. Experience 2006 - 2007
Job Director of National Accounts & Sales Director
Industry Financial Services
Experience
Harborside Group January 2015 - Present
Lord, Abbett & Co. LLC June 2008 - October 2014
ATEL Secutities Corporation February 2007 - March 2008
Investment Professionals, Inc. 2006 - 2007
Skills
Series 7, Series 63, Series 65, Mutual Funds, Separately Managed..., Institutional Accounts
Education
Texas Tech University 2002 — 2006
BS, Personal Financial Planning
Harborside Group January 2015 - Present
Lord, Abbett & Co. LLC June 2008 - October 2014
ATEL Secutities Corporation February 2007 - March 2008
Investment Professionals, Inc. 2006 - 2007
Skills
Series 7, Series 63, Series 65, Mutual Funds, Separately Managed..., Institutional Accounts
Education
Texas Tech University 2002 — 2006
BS, Personal Financial Planning
Jericho Wilson, CFP®'s Investment Professionals, Inc. Experience May 2008 - Present
Job Financial Consultant at Investment Professionals, Inc.
Industry Financial Services
Experience
Investment Professionals, Inc. May 2008 - Present
AuburnBank 2005 - 2008
United States Marine Corps 1999 - 2004
Skills
Series 7, Series 63, Series 65, Variable Life, Variable Annuities, Health Insurance, Financial Modeling, Financial Analysis, Financial Risk, Risk Assessment, Risk Management, Retirement Planning, Mutual Funds, Wealth Management, Securities, Investment Advisory, Strategic Financial..., Life Insurance, Financial Advisory, Asset Management, Investments
Education
Auburn University 2005 — 2008
Bachelor's Degree, Finance and Financial Management Services
Florida State University 2012 — 2014
Financial Planning and Services
Investment Professionals, Inc. May 2008 - Present
AuburnBank 2005 - 2008
United States Marine Corps 1999 - 2004
Skills
Series 7, Series 63, Series 65, Variable Life, Variable Annuities, Health Insurance, Financial Modeling, Financial Analysis, Financial Risk, Risk Assessment, Risk Management, Retirement Planning, Mutual Funds, Wealth Management, Securities, Investment Advisory, Strategic Financial..., Life Insurance, Financial Advisory, Asset Management, Investments
Education
Auburn University 2005 — 2008
Bachelor's Degree, Finance and Financial Management Services
Florida State University 2012 — 2014
Financial Planning and Services
Heather Tafoya's Investment Professionals, Inc. Experience May 2000 - September 2001
Job Insurance Professional
Industry Insurance
Experience
USAA May 2009 - August 2009
LandAmerica Lawyers Title March 2002 - October 2008
Investment Professionals, Inc. May 2000 - September 2001
Education
San Antonio College
General, English
USAA May 2009 - August 2009
LandAmerica Lawyers Title March 2002 - October 2008
Investment Professionals, Inc. May 2000 - September 2001
Education
San Antonio College
General, English
Brenna Lee's Investment Professionals, Inc. Experience July 2011 - June 2015
Job X
Industry Architecture & Planning
Experience
Ron Blank & Associates, Inc. 2015 - Present
Investment Professionals, Inc. July 2011 - June 2015
University of Texas Health Science Center at San Antonio 2008 - July 2011
Cancer Therapy and Research Center 2002 - 2008
Education
The University of Texas at San Antonio
BA, Sociology
Gen. H. H. Arnold High School 1982 — 1985
Ron Blank & Associates, Inc. 2015 - Present
Investment Professionals, Inc. July 2011 - June 2015
University of Texas Health Science Center at San Antonio 2008 - July 2011
Cancer Therapy and Research Center 2002 - 2008
Education
The University of Texas at San Antonio
BA, Sociology
Gen. H. H. Arnold High School 1982 — 1985
Adam Eisenhauer's Investment Professionals, Inc. Experience June 2011 - Present
Job Municipal Trader
Industry Financial Services
Experience
Investment Professionals, Inc. June 2011 - Present
Skills
Series 7, Investments, Bonds, Series 63, Series 24, Asset Management, Asset Allocation, Alternative Investments, Mutual Funds, Securities
Education
Texas Tech University - Rawls College of Business 1994 — 1999
BBA and MBA, Finance: Portfolio Management and Derivatives
Investment Professionals, Inc. June 2011 - Present
Skills
Series 7, Investments, Bonds, Series 63, Series 24, Asset Management, Asset Allocation, Alternative Investments, Mutual Funds, Securities
Education
Texas Tech University - Rawls College of Business 1994 — 1999
BBA and MBA, Finance: Portfolio Management and Derivatives
Matthew Treschitta's Investment Professionals, Inc. Experience February 2012 - October 2012
Job Research Associate at Heikkinen Energy Advisors
Industry Investment Banking
Experience
Heikkinen Energy Advisors January 2014 - December 2014
Forbes Mergers & Acquisitions July 2013 - January 2014
MSF Enterprises, LLC February 2013 - June 2013
Investment Professionals, Inc. February 2012 - October 2012
Fidelity Investments October 2010 - October 2011
Skills
Financial Analysis, Equity Research, Economics, Market Analysis, Alternative Investments, Investment Strategies, Derivatives, Trading, Investment Banking, Valuation, Equities, Financial Modeling, Hedge Funds, Microsoft Excel, Fixed Income Research, Portfolio Management, Portfolio Optimization, Management, Securities Analysis, Financial Institutions..., Quantitative Finance, Quantitative Research, Fundamental Analysis, Options, Oil Analysis, Energy Industry
Education
University of Colorado at Boulder 2005 — 2010
BA, Economics
Heikkinen Energy Advisors January 2014 - December 2014
Forbes Mergers & Acquisitions July 2013 - January 2014
MSF Enterprises, LLC February 2013 - June 2013
Investment Professionals, Inc. February 2012 - October 2012
Fidelity Investments October 2010 - October 2011
Skills
Financial Analysis, Equity Research, Economics, Market Analysis, Alternative Investments, Investment Strategies, Derivatives, Trading, Investment Banking, Valuation, Equities, Financial Modeling, Hedge Funds, Microsoft Excel, Fixed Income Research, Portfolio Management, Portfolio Optimization, Management, Securities Analysis, Financial Institutions..., Quantitative Finance, Quantitative Research, Fundamental Analysis, Options, Oil Analysis, Energy Industry
Education
University of Colorado at Boulder 2005 — 2010
BA, Economics
Saundra Hudspeth's Investment Professionals, Inc. Experience 2010 - 2010
Job Field Securities Principal at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial 2011 - Present
Investment Professionals, Inc. 2010 - 2010
USAA Investment Management Company 1993 - 2010
Skills
Securities, Investments, Insurance, Investment Management, Financial Services, FINRA, Mutual Funds, Life Insurance, Series 6, Series 63, Series 7, Management, Asset Management, Wealth Management, Risk Management
Education
Sul Ross State University 1988 — 1992
Bachelor of Science, Criminal Justice
Nationwide Financial 2011 - Present
Investment Professionals, Inc. 2010 - 2010
USAA Investment Management Company 1993 - 2010
Skills
Securities, Investments, Insurance, Investment Management, Financial Services, FINRA, Mutual Funds, Life Insurance, Series 6, Series 63, Series 7, Management, Asset Management, Wealth Management, Risk Management
Education
Sul Ross State University 1988 — 1992
Bachelor of Science, Criminal Justice
John Yeary's Investment Professionals, Inc. Experience September 2007 - December 2008
Job Partner at Regional Medical Rental & Sales
Industry Hospital & Health Care
Experience
Regional Medical Rental & Sales October 2010 - Present
DeSoto Regional Health System December 2008 - February 2010
Investment Professionals, Inc. September 2007 - December 2008
Shelby Regional Medical Center November 2004 - June 2006
Eastland Memorial Hospital 1996 - 2004
Rapides Regional Medical Center May 1991 - December 1994
Hendrick Health System 1984 - 1991
Education
Trinity University 1982 — 1984
MS, Healthcare Administration
Hardin-Simmons University 1978 — 1982
BBA, Management
Regional Medical Rental & Sales October 2010 - Present
DeSoto Regional Health System December 2008 - February 2010
Investment Professionals, Inc. September 2007 - December 2008
Shelby Regional Medical Center November 2004 - June 2006
Eastland Memorial Hospital 1996 - 2004
Rapides Regional Medical Center May 1991 - December 1994
Hendrick Health System 1984 - 1991
Education
Trinity University 1982 — 1984
MS, Healthcare Administration
Hardin-Simmons University 1978 — 1982
BBA, Management
Whitley Willis's Investment Professionals, Inc. Experience May 2010 - August 2010
Job Financial Representative at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Delta Sigma Pi August 2010 - Present
Auburn University Insurance and Benefits Committee January 2010 - Present
Northwestern Mutual 2011 - 2011
Northwestern Mutual 2011 - 2011
Northwestern Mutual 2011 - 2011
Auburn University 2007 - 2011
Investment Professionals, Inc. May 2010 - August 2010
2010 Student Government Association Vice Presidential Campaign January 2010 - March 2010
Skills
Event Planning, Finance, Investments, Public Speaking, Leadership, Social Media, Sales
Education
Auburn University 2007 — 2011
Auburn University 2007 — 2011
Bachelor of Science, Business Administration; Finance
Delta Sigma Pi August 2010 - Present
Auburn University Insurance and Benefits Committee January 2010 - Present
Northwestern Mutual 2011 - 2011
Northwestern Mutual 2011 - 2011
Northwestern Mutual 2011 - 2011
Auburn University 2007 - 2011
Investment Professionals, Inc. May 2010 - August 2010
2010 Student Government Association Vice Presidential Campaign January 2010 - March 2010
Skills
Event Planning, Finance, Investments, Public Speaking, Leadership, Social Media, Sales
Education
Auburn University 2007 — 2011
Auburn University 2007 — 2011
Bachelor of Science, Business Administration; Finance
Clifford Gast's Investment Professionals, Inc. Experience
Job 1st Vice President at Investment Professionals, Inc.
Industry Financial Services
Experience
Investment Professionals, Inc.
Skills
Asset Management, Banking, Cash Management, Investments, Loans, Mortgage Lending, Mutual Funds, Retirement Planning, Series 7, Wealth Management
Education
Roger Williams University 1980 — 1984
Bachelor of Science (BS), Marketing
Investment Professionals, Inc.
Skills
Asset Management, Banking, Cash Management, Investments, Loans, Mortgage Lending, Mutual Funds, Retirement Planning, Series 7, Wealth Management
Education
Roger Williams University 1980 — 1984
Bachelor of Science (BS), Marketing
Carlos Nunez Jr., MBA's Investment Professionals, Inc. Experience 2007 - 2008
Job Agency Owner at The Nuñez Insurance Agency Farmers Ins Group
Industry Financial Services
Experience
Nuñez Insurance Agency - Farmers Insurance Group 2011 - Present
USAA 2008 - 2011
Investment Professionals, Inc. 2007 - 2008
Skills
Personal Lines Insurance, Term Life Insurance, Whole Life, Commercial Insurance, Buy/Sell Agreements, Umbrella Insurance, Health Insurance, Commercial Auto..., General Liability..., Emotional Intelligence, Team Leadership, Social Media Marketing, Insurance, Risk Management, Commercial Lines, Professional Liability, Renters, General Insurance, Licensed Life, Homeowners, Life Insurance, Licensed Property, Buy-sell Agreements, Retirement, Universal Life
Education
The University of Texas at San Antonio 2006 — 2007
Master of Business Administration (M.B.A.), Finance and Financial Management Services
The University of Texas-Pan American 2006 — 2006
Finance and Financial Management Services
Texas A&M International University 2002 — 2005
Bachelor of Business Administration (B.B.A.), Accounting
Nuñez Insurance Agency - Farmers Insurance Group 2011 - Present
USAA 2008 - 2011
Investment Professionals, Inc. 2007 - 2008
Skills
Personal Lines Insurance, Term Life Insurance, Whole Life, Commercial Insurance, Buy/Sell Agreements, Umbrella Insurance, Health Insurance, Commercial Auto..., General Liability..., Emotional Intelligence, Team Leadership, Social Media Marketing, Insurance, Risk Management, Commercial Lines, Professional Liability, Renters, General Insurance, Licensed Life, Homeowners, Life Insurance, Licensed Property, Buy-sell Agreements, Retirement, Universal Life
Education
The University of Texas at San Antonio 2006 — 2007
Master of Business Administration (M.B.A.), Finance and Financial Management Services
The University of Texas-Pan American 2006 — 2006
Finance and Financial Management Services
Texas A&M International University 2002 — 2005
Bachelor of Business Administration (B.B.A.), Accounting
Bill Trost's Investment Professionals, Inc. Experience November 2012 - August 2013
Job Financial Consultant at Nationwide
Industry Financial Services
Experience
Nationwide Insurance February 2014 - Present
Investment Professionals, Inc. November 2012 - August 2013
M&T Bank November 2000 - October 2012
Trost Real Estate October 1990 - November 2000
Mercuri & Associates, Inc. January 1990 - September 1990
A.G. Edwards & Sons, Inc. August 1986 - October 1989
Merill Lynch, Pierce, Fenner & Smith, Inc. September 1983 - August 1986
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Negotiation, Bonds, Stocks, Securities, Annuity Sales, Mutual Funds, Life Insurance
Education
Lehigh University 1978 — 1982
Bachelor of Science (B.S.), Business and Economics
Nationwide Insurance February 2014 - Present
Investment Professionals, Inc. November 2012 - August 2013
M&T Bank November 2000 - October 2012
Trost Real Estate October 1990 - November 2000
Mercuri & Associates, Inc. January 1990 - September 1990
A.G. Edwards & Sons, Inc. August 1986 - October 1989
Merill Lynch, Pierce, Fenner & Smith, Inc. September 1983 - August 1986
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Negotiation, Bonds, Stocks, Securities, Annuity Sales, Mutual Funds, Life Insurance
Education
Lehigh University 1978 — 1982
Bachelor of Science (B.S.), Business and Economics
stephen mixon's Investment Professionals, Inc. Experience January 2013 - Present
Job Investment Banking Professional
Industry Investment Banking
Experience
Investment Professionals, Inc. January 2013 - Present
BBVACompass 2010 - January 2013
Wells Fargo July 1996 - February 2010
Skills
Investment Banking, Financial Modeling, Corporate Finance, Financial Analysis, Mergers, Capital Markets, Derivatives, Microsoft Excel, Private Equity
Education
The University of Texas at Austin 1979 — 1983
Bachelor of Business Administration (BBA), Business Administration and Management, General
The University of Texas at Austin
Investment Professionals, Inc. January 2013 - Present
BBVACompass 2010 - January 2013
Wells Fargo July 1996 - February 2010
Skills
Investment Banking, Financial Modeling, Corporate Finance, Financial Analysis, Mergers, Capital Markets, Derivatives, Microsoft Excel, Private Equity
Education
The University of Texas at Austin 1979 — 1983
Bachelor of Business Administration (BBA), Business Administration and Management, General
The University of Texas at Austin
Stephen Mixon's Investment Professionals, Inc. Experience
Job Regional Director at Investment Professionals, Inc.
Industry Financial Services
Experience
Investment Professionals, Inc.
Education
The University of Texas at Austin
Investment Professionals, Inc.
Education
The University of Texas at Austin
Polly Cox's Investment Professionals, Inc. Experience June 2015 - Present
Job Fundraiser
Industry Education Management
Experience
Investment Professionals, Inc. June 2015 - Present
Investment Professionals, Inc. March 2015 - June 2015
Investment Professionals, Inc. December 2014 - March 2015
Mary Ellen's Bistro July 2014 - November 2014
The Circle School June 2012 - June 2014
The Mix nightclub October 1999 - January 2014
Tatum Originals January 2013 - May 2013
Corder Companion Animal Clinic March 1994 - January 1999
Skills
Grassroots Fundraising, Money Management, Organizational..., People-oriented, pet lover, Databases, Cost Accounting, Customer Service, Event Management, Fundraising, Public Relations, Event Planning, Budgets, Community Outreach, Strategic Planning, Advertising
Education
San Antonio College 1998 — 2002
Investment Professionals, Inc. June 2015 - Present
Investment Professionals, Inc. March 2015 - June 2015
Investment Professionals, Inc. December 2014 - March 2015
Mary Ellen's Bistro July 2014 - November 2014
The Circle School June 2012 - June 2014
The Mix nightclub October 1999 - January 2014
Tatum Originals January 2013 - May 2013
Corder Companion Animal Clinic March 1994 - January 1999
Skills
Grassroots Fundraising, Money Management, Organizational..., People-oriented, pet lover, Databases, Cost Accounting, Customer Service, Event Management, Fundraising, Public Relations, Event Planning, Budgets, Community Outreach, Strategic Planning, Advertising
Education
San Antonio College 1998 — 2002