JB Hanauer
Description
J.B. Hanauer, a wealth management firm established in 1931 and based in Parsippany, New Jersey, was bought out by RBC Dain Rauscher in March 2007. RBC Dain Rauscher changed its name to RBC Wealth Management in October 2009. Founded: 1931
JB Hanauer List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at JB Hanauer. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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JB Hanauer Employees
Employee
Years
Job
Industry
Noelle Smithers Noelle Smithers's JB Hanauer Experience 1995 - 2000
Job Client Relationship Manager at Richman Capital Management
Industry Financial Services
Experience
Richman Capital Management October 2013 - Present
Statewide Financial Group November 2008 - October 2013
Debt Solutions Group 2005 - 2008
KeyBank 2002 - 2005
Paine Webber 2000 - 2002
JB Hanauer 1995 - 2000
Skills
Fixed Annuities, Wealth Management, Finance, Retirement, Streetscape, Fidelity Wealth Central, Redtail CRM, Mutual Funds, Investments, Payroll, Accounts Payable
Education
Farmingdale State University of New York 1989 — 1990
Early Childhood Education and Teaching
John H. Glenn HS 1986 — 1989
High School Diploma
Richman Capital Management October 2013 - Present
Statewide Financial Group November 2008 - October 2013
Debt Solutions Group 2005 - 2008
KeyBank 2002 - 2005
Paine Webber 2000 - 2002
JB Hanauer 1995 - 2000
Skills
Fixed Annuities, Wealth Management, Finance, Retirement, Streetscape, Fidelity Wealth Central, Redtail CRM, Mutual Funds, Investments, Payroll, Accounts Payable
Education
Farmingdale State University of New York 1989 — 1990
Early Childhood Education and Teaching
John H. Glenn HS 1986 — 1989
High School Diploma
Steve Ornstein Steve Ornstein's JB Hanauer Experience 1996 - 2007
Job Senior Managing DirectorComplex Director at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management November 2012 - Present
RBC Wealth Management 1987 - November 2012
JB Hanauer 1996 - 2007
Education
University of Bridgeport 1982 — 1986
Bachelor of Arts (B.A.), Communications
JP Stevens High School Edison NJ 1978 — 1982
RBC Wealth Management November 2012 - Present
RBC Wealth Management 1987 - November 2012
JB Hanauer 1996 - 2007
Education
University of Bridgeport 1982 — 1986
Bachelor of Arts (B.A.), Communications
JP Stevens High School Edison NJ 1978 — 1982
Jennifer Kingston (Chapple) Jennifer Kingston (Chapple)'s JB Hanauer Experience 2003 - 2004
Job Edward Jones
Industry Financial Services
Experience
Edward Jones May 2015 - Present
Stifel Nicolaus January 2015 - May 2015
TD Ameritrade May 2013 - December 2014
Wells Fargo Advisors April 2012 - May 2013
Pershing June 2004 - March 2012
J.B Hanauer 2003 - 2004
Skills
Series 63, Series 7, Series 66, Finance, Trading, Fixed Income, Bonds, Wealth Management, Bloomberg, Investments, Capital Markets, Asset Allocation, Investment Advisory, Asset Management, FINRA
Education
Providence College 2000 — 2004
BA, Political Science & Business Studies
Villa Walsh Academy 1996 — 2000
Edward Jones May 2015 - Present
Stifel Nicolaus January 2015 - May 2015
TD Ameritrade May 2013 - December 2014
Wells Fargo Advisors April 2012 - May 2013
Pershing June 2004 - March 2012
J.B Hanauer 2003 - 2004
Skills
Series 63, Series 7, Series 66, Finance, Trading, Fixed Income, Bonds, Wealth Management, Bloomberg, Investments, Capital Markets, Asset Allocation, Investment Advisory, Asset Management, FINRA
Education
Providence College 2000 — 2004
BA, Political Science & Business Studies
Villa Walsh Academy 1996 — 2000
Edward Winokur's JB Hanauer Experience January 2004 - January 2009
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2009 - Present
JB Hanauer January 2004 - January 2009
Education
University of South Florida 1994 — 1997
Business
Hillsborough Community College 1991 — 1993
AA, Business
Ameriprise Financial Services, Inc. November 2009 - Present
JB Hanauer January 2004 - January 2009
Education
University of South Florida 1994 — 1997
Business
Hillsborough Community College 1991 — 1993
AA, Business
Sherida (Sherri) Ferguson, CFP®, CEBS®, AWMA®, CRPC® Sherida (Sherri) Ferguson, CFP®, CEBS®, AWMA®, CRPC®'s JB Hanauer Experience June 2003 - October 2005
Job Specialist in financial planning, retirement income planning and investment management
Industry Financial Services
Experience
Csenge Advisory Group September 2013 - Present
SL Ferguson Wealth Management Services July 2011 - Present
Principal Financial Group April 2009 - July 2011
Citi Smith Barney October 2005 - June 2008
JB Hanauer June 2003 - October 2005
Edward Jones February 2000 - June 2003
The Hartford April 1997 - February 2000
Merrill Lynch 1992 - 1996
Education
Lakeland Senior High
Polk State College
University of South Florida
BA
Csenge Advisory Group September 2013 - Present
SL Ferguson Wealth Management Services July 2011 - Present
Principal Financial Group April 2009 - July 2011
Citi Smith Barney October 2005 - June 2008
JB Hanauer June 2003 - October 2005
Edward Jones February 2000 - June 2003
The Hartford April 1997 - February 2000
Merrill Lynch 1992 - 1996
Education
Lakeland Senior High
Polk State College
University of South Florida
BA
Debra Shipps Debra Shipps's JB Hanauer Experience March 1992 - April 1996
Job Registered Client Associate
Industry Financial Services
Experience
Merrill Lynch January 2012 - Present
Feldstein Financial Group LLC August 2000 - January 2012
Merrill Lynch December 1996 - August 2000
JB Hanauer March 1992 - April 1996
Skills
Series 7, Series 63, Series 65, Series 99, Strategic Financial...
Education
Berkeley College-New York
Accounting and Business Management
Rutgers University
Bachelor's Degree, Labor Relations and Employment Law
Merrill Lynch January 2012 - Present
Feldstein Financial Group LLC August 2000 - January 2012
Merrill Lynch December 1996 - August 2000
JB Hanauer March 1992 - April 1996
Skills
Series 7, Series 63, Series 65, Series 99, Strategic Financial...
Education
Berkeley College-New York
Accounting and Business Management
Rutgers University
Bachelor's Degree, Labor Relations and Employment Law
Brad Warner Brad Warner's JB Hanauer Experience 2003 - 2004
Job Retirement Plan Consultant/Portfolio Management Vice President
Industry Financial Services
Experience
TP Investment Advisory September 2010 - Present
Merrill Lynch March 2008 - September 2010
Susquehanna Bank 2005 - 2008
JB Hanauer 2003 - 2004
Western Asset Management 2002 - 2003
Skills
401k, Investments, Asset Management, Series 7, Securities, Asset Allocation, Cash Management, Retirement, Portfolio Management, Retirement Plan..., Financial Planners, Finance, Defined Benefit, Defined Contribution, Financial Analysis, Team Leadership, Mutual Funds, Retirement Planning, Investment Advisory, Wealth Management, Uniform Combined State..., Series 63
Education
Richard Stockton College of New Jersey 1998 — 2001
BA
Shippensburg University of Pennsylvania 1997 — 1998
Springfield HS 1993 — 1997
TP Investment Advisory September 2010 - Present
Merrill Lynch March 2008 - September 2010
Susquehanna Bank 2005 - 2008
JB Hanauer 2003 - 2004
Western Asset Management 2002 - 2003
Skills
401k, Investments, Asset Management, Series 7, Securities, Asset Allocation, Cash Management, Retirement, Portfolio Management, Retirement Plan..., Financial Planners, Finance, Defined Benefit, Defined Contribution, Financial Analysis, Team Leadership, Mutual Funds, Retirement Planning, Investment Advisory, Wealth Management, Uniform Combined State..., Series 63
Education
Richard Stockton College of New Jersey 1998 — 2001
BA
Shippensburg University of Pennsylvania 1997 — 1998
Springfield HS 1993 — 1997
Linda Pecora's JB Hanauer Experience October 2005 - October 2006
Job Director Equities / Options Compliance at UBS
Industry Financial Services
Experience
UBS Wealth Management December 2011 - Present
UBS May 2011 - December 2011
UBS April 2009 - May 2011
UBS December 2006 - April 2009
JB Hanauer October 2005 - October 2006
CJM Planning/Insurance/Asset Mgmt Co June 2004 - October 2005
Skills
Series 7 / Series 63, Series 24, Series 55 /Series 4, Series 63, Mutual Funds, Financial Analysis, Due Diligence, Equities, FINRA, Securities, Series 7
Education
Pace University 1990 — 1992
undergraduate, finance
UBS Wealth Management December 2011 - Present
UBS May 2011 - December 2011
UBS April 2009 - May 2011
UBS December 2006 - April 2009
JB Hanauer October 2005 - October 2006
CJM Planning/Insurance/Asset Mgmt Co June 2004 - October 2005
Skills
Series 7 / Series 63, Series 24, Series 55 /Series 4, Series 63, Mutual Funds, Financial Analysis, Due Diligence, Equities, FINRA, Securities, Series 7
Education
Pace University 1990 — 1992
undergraduate, finance
Diana Delaney Diana Delaney's JB Hanauer Experience November 2003 - January 2005
Job Senior Vice President Institutional Equity Sales at Drexel Hamilton
Industry Financial Services
Experience
Brean Capital, LLC. November 2005 - January 2015
Longbow Research February 2004 - November 2005
JB Hanauer November 2003 - January 2005
OTA-OFF The Record Research October 2002 - November 2003
Fox-Pitt, Kelton October 1999 - May 2000
Merrill Lynch May 1992 - March 1995
Skills
Portfolio Management, Financial Modeling, Equities, Investments, Capital Markets
Education
Fordham Gabelli School of Business
Masters of Business Administration, Finance, General
Rutgers University-New Brunswick
Bachelor of Arts (B.A.), Political Science and Government, Minor in Economics
Brean Capital, LLC. November 2005 - January 2015
Longbow Research February 2004 - November 2005
JB Hanauer November 2003 - January 2005
OTA-OFF The Record Research October 2002 - November 2003
Fox-Pitt, Kelton October 1999 - May 2000
Merrill Lynch May 1992 - March 1995
Skills
Portfolio Management, Financial Modeling, Equities, Investments, Capital Markets
Education
Fordham Gabelli School of Business
Masters of Business Administration, Finance, General
Rutgers University-New Brunswick
Bachelor of Arts (B.A.), Political Science and Government, Minor in Economics
Casey Meyers Casey Meyers's JB Hanauer Experience September 2005 - September 2006
Job Director of SalesZACHARY PRELL
Industry Apparel & Fashion
Experience
Zachary Prell July 2015 - Present
Hugo Boss April 2013 - July 2015
Hugo Boss September 2012 - March 2013
Hugo Boss October 2007 - December 2012
JB Hanauer September 2005 - September 2006
Skills
Apparel, Athletic Apparel, Retail, Wholesale, Luxury Goods, Mood Boards, Sports Marketing, Sportswear, Sales Management, Product Development, Inventory Management, Market Research, Sponsorship, Direct Sales, Fashion, Merchandising, Styling, Trend Analysis, Management, Visual Merchandising, Marketing, Trend
Education
Belmont Abbey College 1997 — 2001
BA, Business Manangement
Zachary Prell July 2015 - Present
Hugo Boss April 2013 - July 2015
Hugo Boss September 2012 - March 2013
Hugo Boss October 2007 - December 2012
JB Hanauer September 2005 - September 2006
Skills
Apparel, Athletic Apparel, Retail, Wholesale, Luxury Goods, Mood Boards, Sports Marketing, Sportswear, Sales Management, Product Development, Inventory Management, Market Research, Sponsorship, Direct Sales, Fashion, Merchandising, Styling, Trend Analysis, Management, Visual Merchandising, Marketing, Trend
Education
Belmont Abbey College 1997 — 2001
BA, Business Manangement
Shareefah Rokes Shareefah Rokes's JB Hanauer Experience March 2000 - October 2007
Job AIG
Industry Insurance
Experience
AIG June 2013 - Present
Novartis May 2012 - May 2013
Medi Media April 2008 - February 2011
JB Hanauer March 2000 - October 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, HTML, Public Speaking, Budgets
Education
Bloomfield College
AIG June 2013 - Present
Novartis May 2012 - May 2013
Medi Media April 2008 - February 2011
JB Hanauer March 2000 - October 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, HTML, Public Speaking, Budgets
Education
Bloomfield College
Keith Arnowitz's JB Hanauer Experience 2003 - 2004
Job Senior Business Development Manager at Rimini Street
Industry Computer Software
Experience
Rimini Street March 2014 - Present
Attivio February 2013 - February 2014
Attivio March 2010 - February 2013
Embotics Corporation April 2009 - January 2010
Akorri (now NetApp) December 2007 - December 2008
Deploy Solutions (Now Kronos) March 2006 - October 2007
Ameriprise Financial Advisors 2005 - 2006
JB Hanauer 2003 - 2004
Skills
Salesforce.com, Enterprise Software, Business Development, Sales Process, Start-ups, Account Management, Business Intelligence, Channel Partners, Sales, Management, Cold Calling, Virtualization, SaaS, Marketing Strategy, Marketing, Solution Selling, Strategic Partnerships, Cloud Computing, Professional Services, Lead Generation, Software Industry, Go-to-market Strategy, Sales Enablement, Demand Generation, CRM, Business Alliances, Storage, Product Management, Direct Sales
Education
University of Florida 2001 — 2003
Bachelors, Business Management
Rimini Street March 2014 - Present
Attivio February 2013 - February 2014
Attivio March 2010 - February 2013
Embotics Corporation April 2009 - January 2010
Akorri (now NetApp) December 2007 - December 2008
Deploy Solutions (Now Kronos) March 2006 - October 2007
Ameriprise Financial Advisors 2005 - 2006
JB Hanauer 2003 - 2004
Skills
Salesforce.com, Enterprise Software, Business Development, Sales Process, Start-ups, Account Management, Business Intelligence, Channel Partners, Sales, Management, Cold Calling, Virtualization, SaaS, Marketing Strategy, Marketing, Solution Selling, Strategic Partnerships, Cloud Computing, Professional Services, Lead Generation, Software Industry, Go-to-market Strategy, Sales Enablement, Demand Generation, CRM, Business Alliances, Storage, Product Management, Direct Sales
Education
University of Florida 2001 — 2003
Bachelors, Business Management
Craig Conley's JB Hanauer Experience September 1994 - November 2009
Job Vice President at Bank of the West
Industry Banking
Experience
Bank of the West/BNP Paribas November 2009 - Present
JB Hanauer September 1994 - November 2009
Education
Shippensburg University of Pennsylvania 1990 — 1993
Bank of the West/BNP Paribas November 2009 - Present
JB Hanauer September 1994 - November 2009
Education
Shippensburg University of Pennsylvania 1990 — 1993
Bill Hoelzel's JB Hanauer Experience December 1999 - October 2009
Job Mutual of Omaha Representative
Industry Financial Services
Experience
Mutual of Omaha Investor Services November 2012 - Present
RBC Wealth Management March 2009 - October 2012
JB Hanauer December 1999 - October 2009
Regional Brokers Inc September 1996 - December 1999
Citi 1992 - 1996
Skills
Strategic Financial..., Fixed Income, Insurance, Wealth Management..., Life Insurance, Investment Advisory, Retirement Planning, Retirement
Education
University of Notre Dame 1988 — 1991
Cranbrook Kingswood 1988 — 1988
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Mutual of Omaha Investor Services November 2012 - Present
RBC Wealth Management March 2009 - October 2012
JB Hanauer December 1999 - October 2009
Regional Brokers Inc September 1996 - December 1999
Citi 1992 - 1996
Skills
Strategic Financial..., Fixed Income, Insurance, Wealth Management..., Life Insurance, Investment Advisory, Retirement Planning, Retirement
Education
University of Notre Dame 1988 — 1991
Cranbrook Kingswood 1988 — 1988
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Dan Andriola's JB Hanauer Experience May 2007 - August 2007
Job Senior Representative at NYLife
Industry Financial Services
Experience
New York Life Insurance Company September 2013 - Present
Portfolio Evaluations, Inc. December 2011 - June 2013
Prudential Financial September 2009 - December 2011
AXA Advisors 2008 - 2009
JB Hanauer May 2007 - August 2007
Skills
Mutual Funds, Finance, Retirement Planning, Series 7, Securities, Fixed Annuities, Life Insurance
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
Bachelor of Science (BS), Finance and Entrepreneurship/Entrepreneurial Studies
New York Life Insurance Company September 2013 - Present
Portfolio Evaluations, Inc. December 2011 - June 2013
Prudential Financial September 2009 - December 2011
AXA Advisors 2008 - 2009
JB Hanauer May 2007 - August 2007
Skills
Mutual Funds, Finance, Retirement Planning, Series 7, Securities, Fixed Annuities, Life Insurance
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
Bachelor of Science (BS), Finance and Entrepreneurship/Entrepreneurial Studies
Christine Padilla's JB Hanauer Experience April 1993 - August 1995
Job Director, Enterprise Content Management at Sunovion Pharmaceuticals Inc.
Industry Information Technology and Services
Experience
Sunovion Pharmaceuticals Inc. May 2009 - Present
BIT Solutions, LLC June 2008 - August 2011
Dainippon Sumitomo Pharma 2009 - 2010
Berlex Labs June 2002 - January 2005
Berlex Labs January 1999 - May 2002
Berlex Labs September 1995 - January 1999
JB Hanauer April 1993 - August 1995
American Cyanamid September 1991 - August 1995
Skills
Sharepoint 2010, ITIL v3 Foundations..., Business Analysis, Strategy, InfoPath Forms, Records Management, Software Documentation, Pharmaceutical Industry, Vendor Management, SDLC, Cross-functional Team..., Process Improvement, Change Management, Program Management, Product Launch, Team Leadership, Validation, 21 CFR Part 11, Computer System..., Enterprise Content..., SharePoint, Leadership, Project Management, Training, Strategic Planning, Integration, Business Process, Access, Management, Disaster Recovery, Governance, IT Strategy, Project Planning, Change Control, Data Management, Clinical Trials, Sop, IT Management, Intranet Strategy, Quality Assurance, Consulting
Education
Montclair State University 1993 — 1999
Master of Business Administration (M.B.A.), Management
Montclair State University 1988 — 1992
Bachelor's degree, Computer Science
Sunovion Pharmaceuticals Inc. May 2009 - Present
BIT Solutions, LLC June 2008 - August 2011
Dainippon Sumitomo Pharma 2009 - 2010
Berlex Labs June 2002 - January 2005
Berlex Labs January 1999 - May 2002
Berlex Labs September 1995 - January 1999
JB Hanauer April 1993 - August 1995
American Cyanamid September 1991 - August 1995
Skills
Sharepoint 2010, ITIL v3 Foundations..., Business Analysis, Strategy, InfoPath Forms, Records Management, Software Documentation, Pharmaceutical Industry, Vendor Management, SDLC, Cross-functional Team..., Process Improvement, Change Management, Program Management, Product Launch, Team Leadership, Validation, 21 CFR Part 11, Computer System..., Enterprise Content..., SharePoint, Leadership, Project Management, Training, Strategic Planning, Integration, Business Process, Access, Management, Disaster Recovery, Governance, IT Strategy, Project Planning, Change Control, Data Management, Clinical Trials, Sop, IT Management, Intranet Strategy, Quality Assurance, Consulting
Education
Montclair State University 1993 — 1999
Master of Business Administration (M.B.A.), Management
Montclair State University 1988 — 1992
Bachelor's degree, Computer Science
Sue Spindler's JB Hanauer Experience Help Desk AdministratorJBHanauer & Co.2000 - 2008
Job Help Desk Admin at JB Hanauer
Industry Information Services
Experience
JB Hanauer Help Desk AdministratorJBHanauer & Co.2000 - 2008
Education
University of Hartford 1974 — 1976
JB Hanauer Help Desk AdministratorJBHanauer & Co.2000 - 2008
Education
University of Hartford 1974 — 1976
Jon Pinsky's JB Hanauer Experience 1997 - 2003
Job Premier Banker
Industry Financial Services
Experience
Citizens Bank March 2010 - Present
Mass Mutual 2005 - 2007
Mass Mutual 2005 - 2007
edward Jones 2000 - 2004
JB Hanauer 1997 - 2003
jb hanauer 1997 - 2002
Halpert & Co 1996 - 2001
jb hanauer 1996 - 2000
Skills
Banking, Finance, Financial Services, Time Management, Portfolio Management, Investments, Loans, Mortgage Lending, Commercial Lending, Credit, Commercial Banking, Retail Banking, Series 63, Credit Analysis, Wealth Management
Education
Kutztown University of Pennsylvania 1985 — 1990
Citizens Bank March 2010 - Present
Mass Mutual 2005 - 2007
Mass Mutual 2005 - 2007
edward Jones 2000 - 2004
JB Hanauer 1997 - 2003
jb hanauer 1997 - 2002
Halpert & Co 1996 - 2001
jb hanauer 1996 - 2000
Skills
Banking, Finance, Financial Services, Time Management, Portfolio Management, Investments, Loans, Mortgage Lending, Commercial Lending, Credit, Commercial Banking, Retail Banking, Series 63, Credit Analysis, Wealth Management
Education
Kutztown University of Pennsylvania 1985 — 1990
Robin Haskel's JB Hanauer Experience May 1999 - October 2009
Job Senior Vice President Fixed Income Trading and Sales at Securevest Financial Group
Industry Financial Services
Experience
Securevest Financial Group September 2014 - Present
Jeffrey Matthews Financial Group October 2009 - September 2014
JB Hanauer May 1999 - October 2009
Paine Webber August 1992 - July 1996
Mabon Securities Corp 1989 - 1992
Mabon Nugent 1985 - 1992
Skills
Fixed Income, Bloomberg trading, Customer relations, Retail, Trade Compliance, Alternative Investments, High Yield, Trading, Bloomberg, Customer Service, Series 7, FINRA, Asset Management, Series 63, Structured Products, Equities, Options, CDS, Securities, Investments, Bonds
Education
Cornell University
Bachelor of Science
Securevest Financial Group September 2014 - Present
Jeffrey Matthews Financial Group October 2009 - September 2014
JB Hanauer May 1999 - October 2009
Paine Webber August 1992 - July 1996
Mabon Securities Corp 1989 - 1992
Mabon Nugent 1985 - 1992
Skills
Fixed Income, Bloomberg trading, Customer relations, Retail, Trade Compliance, Alternative Investments, High Yield, Trading, Bloomberg, Customer Service, Series 7, FINRA, Asset Management, Series 63, Structured Products, Equities, Options, CDS, Securities, Investments, Bonds
Education
Cornell University
Bachelor of Science
Christopher Skip Buchanan's JB Hanauer Experience August 2002 - August 2004
Job Questar Capital
Industry Financial Services
Experience
Questar Capital September 2015 - Present
Humana 2002 - Present
Ameriprise Financial Services, Inc. January 2010 - September 2015
Questar Capital 2015 - 2015
Humana 2002 - 2015
H&R Block August 2004 - October 2006
JB Hanauer August 2002 - August 2004
Bankers Life 1989 - 2002
Bankers Life 1989 - 2002
Skills
Investments, Finance, Insurance, Financial Services, Retirement Planning, Strategic Financial..., Retirement, Wealth Management, Series 7, Fixed Annuities, Mutual Funds, Portfolio Management
Education
Miami Dade College 1987 — 1988
Marketing
Oakland Community College 1985 — 1986
Marketing
Livonia High School Livonia New York 1975 — 1979
Graduate, Math and Science
Questar Capital September 2015 - Present
Humana 2002 - Present
Ameriprise Financial Services, Inc. January 2010 - September 2015
Questar Capital 2015 - 2015
Humana 2002 - 2015
H&R Block August 2004 - October 2006
JB Hanauer August 2002 - August 2004
Bankers Life 1989 - 2002
Bankers Life 1989 - 2002
Skills
Investments, Finance, Insurance, Financial Services, Retirement Planning, Strategic Financial..., Retirement, Wealth Management, Series 7, Fixed Annuities, Mutual Funds, Portfolio Management
Education
Miami Dade College 1987 — 1988
Marketing
Oakland Community College 1985 — 1986
Marketing
Livonia High School Livonia New York 1975 — 1979
Graduate, Math and Science