Lee Financial Corporation
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Lee Financial Corporation Employees
Employee
Years
Job
Industry
Jaime Boyles Jaime Boyles's Lee Financial Corporation Experience January 1998 - Present
Job Senior Financial Planner at Lee Financial Corporation
Industry Financial Services
Experience
Lee Financial Corporation January 1998 - Present
Skills
Financial Planning, Retirement Planning, Education Planning, Estate Planning, Wealth Management, Insurance, Retirement, Financial Analysis, Financial Advisory
Education
Texas Tech University 1993 — 1997
BS, Financial Planning, Business
Lee Financial Corporation January 1998 - Present
Skills
Financial Planning, Retirement Planning, Education Planning, Estate Planning, Wealth Management, Insurance, Retirement, Financial Analysis, Financial Advisory
Education
Texas Tech University 1993 — 1997
BS, Financial Planning, Business
Renee Hanna, CFA Renee Hanna, CFA's Lee Financial Corporation Experience June 2005 - April 2007
Job Investment Officer at Baylor University
Industry Investment Management
Experience
Baylor University May 2008 - Present
Lee Financial Corporation June 2005 - April 2007
Education
Baylor University - Hankamer School of Business 2003 — 2005
BBA, Finance
Mclennan Community College 2001 — 2003
Associate of Arts
Baylor University May 2008 - Present
Lee Financial Corporation June 2005 - April 2007
Education
Baylor University - Hankamer School of Business 2003 — 2005
BBA, Finance
Mclennan Community College 2001 — 2003
Associate of Arts
Ashton Melton's Lee Financial Corporation Experience July 2015 - August 2015
Job Vice President of Organizations Delta Psi, Kappa Kappa Gamma
Industry Marketing and Advertising
Experience
Texas Tech Kappa Kappa Gamma November 2014 - Present
Lee Financial Corporation July 2015 - August 2015
Texas Tech Kappa Kappa Gamma November 2013 - November 2014
Challenge Air for Kids & Friends, Inc. June 2014 - August 2014
Skills
Organization Skills, Strategic Planning, Leadership, Social Media, Teamwork, Marketing, Public Speaking, Communication, Market Research, Supply Chain Management
Education
Texas Tech University 2012 — 2016
Bachelor of Business Administration (BBA), Marketing with a Concentration in Supply Chain Management, Senior
Texas Tech Kappa Kappa Gamma November 2014 - Present
Lee Financial Corporation July 2015 - August 2015
Texas Tech Kappa Kappa Gamma November 2013 - November 2014
Challenge Air for Kids & Friends, Inc. June 2014 - August 2014
Skills
Organization Skills, Strategic Planning, Leadership, Social Media, Teamwork, Marketing, Public Speaking, Communication, Market Research, Supply Chain Management
Education
Texas Tech University 2012 — 2016
Bachelor of Business Administration (BBA), Marketing with a Concentration in Supply Chain Management, Senior
Kristin Stanley Kristin Stanley's Lee Financial Corporation Experience September 2003 - April 2011
Job Investment Analyst
Industry Investment Management
Experience
Lee Financial Corporation September 2003 - April 2011
Marcus & Millichap May 2002 - August 2002
Law Offices of McClure, Duffee & Eitzen July 2001 - August 2001
Nortel Networks June 1998 - June 1999
Skills
Research, Distressed Debt, Asset Allocation, Asset Management, Debt, Market Research, Financial Analysis, Organization, Alternative Investments, Private Equity, Hedge Funds, Creative Problem Solving
Education
Southern Methodist University 1999 — 2003
Bachelor's Degree, Finance, General
University of Hawaii at Manoa 2001 — 2001
Summer Hours, Political Science
Lee Financial Corporation September 2003 - April 2011
Marcus & Millichap May 2002 - August 2002
Law Offices of McClure, Duffee & Eitzen July 2001 - August 2001
Nortel Networks June 1998 - June 1999
Skills
Research, Distressed Debt, Asset Allocation, Asset Management, Debt, Market Research, Financial Analysis, Organization, Alternative Investments, Private Equity, Hedge Funds, Creative Problem Solving
Education
Southern Methodist University 1999 — 2003
Bachelor's Degree, Finance, General
University of Hawaii at Manoa 2001 — 2001
Summer Hours, Political Science
Preston Rampy's Lee Financial Corporation Experience March 2009 - March 2011
Job Business Analyst at Imagine Solutions
Industry Computer Software
Experience
Imagine Solutions May 2015 - Present
Pavaso January 2014 - May 2015
RamQuest Software, Inc. March 2013 - January 2014
RamQuest Software, Inc. March 2011 - February 2013
Lee Financial Corporation March 2009 - March 2011
MassMutual Financial Group October 2007 - December 2007
Skills
Business Analysis, Analysis, Microsoft Excel, Financial Modeling, Financial Analysis, Forecasting, Investments, Accounting, Financial Forecasting, Visual Basic, Managerial Finance, Budgets, Finance, Strategic Planning, Financial Reporting, Variance Analysis, Leadership
Education
Texas Tech University 2007 — 2008
MS, Personal Financial Planning
Abilene Christian University 2003 — 2007
BS, Psychology
Imagine Solutions May 2015 - Present
Pavaso January 2014 - May 2015
RamQuest Software, Inc. March 2013 - January 2014
RamQuest Software, Inc. March 2011 - February 2013
Lee Financial Corporation March 2009 - March 2011
MassMutual Financial Group October 2007 - December 2007
Skills
Business Analysis, Analysis, Microsoft Excel, Financial Modeling, Financial Analysis, Forecasting, Investments, Accounting, Financial Forecasting, Visual Basic, Managerial Finance, Budgets, Finance, Strategic Planning, Financial Reporting, Variance Analysis, Leadership
Education
Texas Tech University 2007 — 2008
MS, Personal Financial Planning
Abilene Christian University 2003 — 2007
BS, Psychology
Julie Williamson Julie Williamson's Lee Financial Corporation Experience 2010 - January 2014
Job Neuro, Spine and Biologics
Industry Medical Devices
Experience
EMI, LLC June 2012 - Present
Spinal USA 2009 - Present
Lee Financial Corporation 2010 - January 2014
ABT 2009 - 2012
North Texas Brain and Spine Institute 2009 - 2012
Skills
Spine, Hospitals, Neurology, Medicine, Medical Devices, Operating Room, Neurosurgery, Surgeons, Surgical Instruments, Disposables, Orthopedic, Market Development, Interventional Radiology, Medical Terminology, Organizational..., Social Media Marketing, New Business Development, Price Forecasting, Human Anatomy, Anatomic Pathology, Charity, Communication, Selling Skills
Education
Missouri Southern State University 2004 — 2007
Bachelor of Science, Biology Medical Science, 3.89
Mehlville High School 2000 — 2004
Bachelor of Science (B.S.), Biology, Medical Science
EMI, LLC June 2012 - Present
Spinal USA 2009 - Present
Lee Financial Corporation 2010 - January 2014
ABT 2009 - 2012
North Texas Brain and Spine Institute 2009 - 2012
Skills
Spine, Hospitals, Neurology, Medicine, Medical Devices, Operating Room, Neurosurgery, Surgeons, Surgical Instruments, Disposables, Orthopedic, Market Development, Interventional Radiology, Medical Terminology, Organizational..., Social Media Marketing, New Business Development, Price Forecasting, Human Anatomy, Anatomic Pathology, Charity, Communication, Selling Skills
Education
Missouri Southern State University 2004 — 2007
Bachelor of Science, Biology Medical Science, 3.89
Mehlville High School 2000 — 2004
Bachelor of Science (B.S.), Biology, Medical Science
Devonee Kershner, CFP® Devonee Kershner, CFP®'s Lee Financial Corporation Experience August 2013 - Present
Job Financial Planner at Lee Financial Corporation
Industry Financial Services
Experience
Lee Financial Corporation August 2013 - Present
Lee Financial Corporation December 2010 - August 2013
Lee Financial Corporation March 2008 - November 2010
Evensky & Katz May 2006 - August 2006
Skills
Personal Financial..., Certified Financial..., Wealth Management, Retirement Planning, Estate Planning, Strategic Financial..., Wealth Management..., High Net Worth..., Financial Analysis, Financial Planners, Finance
Education
Texas Tech University 2003 — 2007
Bachelor of Science (BS), Personal Financial Planning, 3.7
Lee Financial Corporation August 2013 - Present
Lee Financial Corporation December 2010 - August 2013
Lee Financial Corporation March 2008 - November 2010
Evensky & Katz May 2006 - August 2006
Skills
Personal Financial..., Certified Financial..., Wealth Management, Retirement Planning, Estate Planning, Strategic Financial..., Wealth Management..., High Net Worth..., Financial Analysis, Financial Planners, Finance
Education
Texas Tech University 2003 — 2007
Bachelor of Science (BS), Personal Financial Planning, 3.7
Laura (Mentemeyer) Maxfield, CFP®'s Lee Financial Corporation Experience September 2013 - Present
Job Financial Planner at Lee Financial Corporation
Industry Financial Services
Experience
DFW FPA Scholarship Program January 2015 - Present
Lee Financial Corporation September 2013 - Present
Lee Financial Corporation December 2010 - September 2013
Lee Financial Corporation May 2007 - December 2010
Carter Financial Management May 2006 - August 2006
U.S. House of Representatives May 2003 - July 2003
Education
Baylor University 2003 — 2007
Bachelor's Degree, Financial Planning and Services
DFW FPA Scholarship Program January 2015 - Present
Lee Financial Corporation September 2013 - Present
Lee Financial Corporation December 2010 - September 2013
Lee Financial Corporation May 2007 - December 2010
Carter Financial Management May 2006 - August 2006
U.S. House of Representatives May 2003 - July 2003
Education
Baylor University 2003 — 2007
Bachelor's Degree, Financial Planning and Services
Dusty Wallace's Lee Financial Corporation Experience May 2004 - Present
Job Director of Planning at Lee Financial Corporation
Industry Financial Services
Experience
Lee Financial Corporation May 2004 - Present
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Financial Planners, Financial Advisory, High Net Worth..., Certified Financial...
Education
Texas Tech University 2003 — 2004
MS Personal Financial Planning, Financial Planning
Texas Tech University School of Law 2001 — 2004
Doctorate of Jurisprudence, Law
Texas Tech University 1996 — 2000
BS Family Studies
Lee Financial Corporation May 2004 - Present
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Financial Planners, Financial Advisory, High Net Worth..., Certified Financial...
Education
Texas Tech University 2003 — 2004
MS Personal Financial Planning, Financial Planning
Texas Tech University School of Law 2001 — 2004
Doctorate of Jurisprudence, Law
Texas Tech University 1996 — 2000
BS Family Studies
Sandra Gutzler Sandra Gutzler's Lee Financial Corporation Experience January 2006 - Present
Job Senior Partnership Accountant at Lee Financial Corporation
Industry Financial Services
Experience
Lee Financial Corporation January 2006 - Present
Skills
CPA, Cost Accounting, Financial Accounting, Accounts Payable, Accounts Receivable, Accounting
Education
The University of Texas at Arlington
Bachelor of Business Administration (BBA)
Lee Financial Corporation January 2006 - Present
Skills
CPA, Cost Accounting, Financial Accounting, Accounts Payable, Accounts Receivable, Accounting
Education
The University of Texas at Arlington
Bachelor of Business Administration (BBA)
Sharon Wilson-Hendley Sharon Wilson-Hendley's Lee Financial Corporation Experience October 2007 - October 2008
Job Regional Service Extension Representative at The Salvation Army, Texas Headquarters
Industry Nonprofit Organization Management
Experience
The Salvation Army, Texas Headquarters June 2013 - Present
The Salvation Army Divisional Headquarters June 2012 - June 2013
SharonsNotarySignings.com March 2012 - June 2012
first Baptist Church, Allen November 2011 - March 2012
Salvation Army January 2009 - November 2011
Lee Financial Corporation October 2007 - October 2008
Skills
Time Management, Event Planning, Microsoft Office, Office Management, Customer Service, Data Entry, Meeting, Meeting and Event..., Microsoft Office Suite, Adobe Software, Spreadsheet & Database..., Disaster Response, Volunteer Recruiting
Education
North Mesquite High School
Texas Wesleyan University
The Salvation Army, Texas Headquarters June 2013 - Present
The Salvation Army Divisional Headquarters June 2012 - June 2013
SharonsNotarySignings.com March 2012 - June 2012
first Baptist Church, Allen November 2011 - March 2012
Salvation Army January 2009 - November 2011
Lee Financial Corporation October 2007 - October 2008
Skills
Time Management, Event Planning, Microsoft Office, Office Management, Customer Service, Data Entry, Meeting, Meeting and Event..., Microsoft Office Suite, Adobe Software, Spreadsheet & Database..., Disaster Response, Volunteer Recruiting
Education
North Mesquite High School
Texas Wesleyan University
Bonnie Zuber Bonnie Zuber's Lee Financial Corporation Experience December 2009 - April 2012
Job Consultant and Librarian for State of TX
Industry Libraries
Experience
Texas State Library and Archives Commission April 2012 - Present
Lee Financial Corporation December 2009 - April 2012
City of Plano April 2006 - November 2008
City of Arlington June 2001 - April 2005
Skills
Customer Service, Library, Problem Solving, Microsoft Office, Web Development, Photography, Blogging, Library Science
Education
Texas Woman's University 2007 — 2009
Master of Science (M.S.), Library Science
The University of Texas at Dallas 2005 — 2007
Bachelor of Arts, Interdisciplinary Studies
Texas State Library and Archives Commission April 2012 - Present
Lee Financial Corporation December 2009 - April 2012
City of Plano April 2006 - November 2008
City of Arlington June 2001 - April 2005
Skills
Customer Service, Library, Problem Solving, Microsoft Office, Web Development, Photography, Blogging, Library Science
Education
Texas Woman's University 2007 — 2009
Master of Science (M.S.), Library Science
The University of Texas at Dallas 2005 — 2007
Bachelor of Arts, Interdisciplinary Studies
Austin Lankford's Lee Financial Corporation Experience May 2015 - August 2015
Job Student at Texas A&M University
Industry Higher Education
Experience
Lee Financial Corporation May 2015 - August 2015
Texas A&M Health Science Center September 2013 - May 2015
Environmental Evolution Energy Service, LLC May 2013 - August 2013
Environmental Evolution Energy Service, LLC May 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Teamwork, Money Guide Pro, E-money, Management, Social Media
Education
Texas A&M University 2012 — 2015
Bachelor of Science (B.S.), Agricultural Economics, Focus in Finance and Real Estate, Current GPA 3.019
Texas A&M University 2012 — 2015
Minor in Financial Planning, 3.5
Lee Financial Corporation May 2015 - August 2015
Texas A&M Health Science Center September 2013 - May 2015
Environmental Evolution Energy Service, LLC May 2013 - August 2013
Environmental Evolution Energy Service, LLC May 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Teamwork, Money Guide Pro, E-money, Management, Social Media
Education
Texas A&M University 2012 — 2015
Bachelor of Science (B.S.), Agricultural Economics, Focus in Finance and Real Estate, Current GPA 3.019
Texas A&M University 2012 — 2015
Minor in Financial Planning, 3.5
Nancy K. Champion, CFA Nancy K. Champion, CFA's Lee Financial Corporation Experience August 2014 - Present
Job Senior Portfolio Manager at Lee Financial Corporation
Industry Investment Management
Experience
Lee Financial Corporation August 2014 - Present
Lee Financial Corporation January 2014 - August 2014
Kopper Investment Management 1999 - 2010
U.S. Trust January 1996 - February 1998
Bank of America August 1988 - December 1995
Skills
Asset Allocation, Portfolio Management, Wealth Management, Equities, Equity Research, Asset Management, Investments, Fixed Income, Investment Strategies, Investment Management, Mutual Funds, Valuation
Education
Texas Christian University 1984 — 1988
Bachelor of Business Administration (B.B.A.), Marketing
Lee Financial Corporation August 2014 - Present
Lee Financial Corporation January 2014 - August 2014
Kopper Investment Management 1999 - 2010
U.S. Trust January 1996 - February 1998
Bank of America August 1988 - December 1995
Skills
Asset Allocation, Portfolio Management, Wealth Management, Equities, Equity Research, Asset Management, Investments, Fixed Income, Investment Strategies, Investment Management, Mutual Funds, Valuation
Education
Texas Christian University 1984 — 1988
Bachelor of Business Administration (B.B.A.), Marketing
Matthew Corder, CPA Matthew Corder, CPA's Lee Financial Corporation Experience June 2009 - September 2012
Job Audit Senior at Hood & Strong, LLP
Industry Accounting
Experience
Hood & Strong, LLP November 2014 - Present
Whitley Penn July 2014 - October 2014
Whitley Penn September 2012 - June 2014
Lee Financial Corporation June 2009 - September 2012
Skills
Auditing, Partnership Accounting, CPA, Financial Analysis, Financial Reporting, GAAP, General Ledger, Financial Modeling, US GAAP, Assurance, SEC filings, Internal Controls, Accounting, Financial Statements
Education
The University of Texas at Dallas 2010 — 2011
Master of Science (M.S.), Accounting
Texas Christian University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
Hood & Strong, LLP November 2014 - Present
Whitley Penn July 2014 - October 2014
Whitley Penn September 2012 - June 2014
Lee Financial Corporation June 2009 - September 2012
Skills
Auditing, Partnership Accounting, CPA, Financial Analysis, Financial Reporting, GAAP, General Ledger, Financial Modeling, US GAAP, Assurance, SEC filings, Internal Controls, Accounting, Financial Statements
Education
The University of Texas at Dallas 2010 — 2011
Master of Science (M.S.), Accounting
Texas Christian University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
Dan Peters, MBA Dan Peters, MBA's Lee Financial Corporation Experience July 2009 - Present
Job Senior Portfolio Manager and Investment Strategist at Lee Financial
Industry Financial Services
Experience
Lee Financial Corporation July 2009 - Present
JP Morgan Asset Management 2004 - 2008
Bank One Investment Advisors 1999 - 2004
Morgan Stanley 1998 - 1999
The Ohio Company 1992 - 1998
Skills
Portfolio Management, Wealth Management, Asset Allocation, Rebalancing, Investment Policy..., Municipal Bonds, Series 65, Separately Managed..., Relationship Management, Alternative Investments, Hedge Funds, Risk Management
Education
Otterbein University 2000 — 2002
MBA
University of Missouri-Columbia, College of Business 1989 — 1991
BSBA, Business Administration
Lee Financial Corporation July 2009 - Present
JP Morgan Asset Management 2004 - 2008
Bank One Investment Advisors 1999 - 2004
Morgan Stanley 1998 - 1999
The Ohio Company 1992 - 1998
Skills
Portfolio Management, Wealth Management, Asset Allocation, Rebalancing, Investment Policy..., Municipal Bonds, Series 65, Separately Managed..., Relationship Management, Alternative Investments, Hedge Funds, Risk Management
Education
Otterbein University 2000 — 2002
MBA
University of Missouri-Columbia, College of Business 1989 — 1991
BSBA, Business Administration
Patrick Briaud's Lee Financial Corporation Experience August 2008 - July 2011
Job Senior Associate at Rockefeller Philanthropy Advisors
Industry Philanthropy
Experience
Rockefeller Philanthropy Advisors September 2014 - Present
The Gathering April 2013 - September 2013
Community Wealth Partners June 2013 - August 2013
Excellence in Giving, LLC June 2012 - July 2012
Lee Financial Corporation August 2008 - July 2011
ATP Tour, Inc. July 2006 - July 2008
Skills
Business Strategy, Financial Modeling, Strategic Planning, Financial Analysis, Valuation, Microsoft Excel, Social Entrepreneurship, Finance, Strategic Financial..., Portfolio Management, Due Diligence, Venture Capital, Corporate Finance, Equities, Private Equity, Data Analysis, Asset Management, Business Development, Economics, Analysis, Investments, Management Consulting, Leadership, Hedge Funds, Entrepreneurship, Risk Management, Alternative Investments, Strategy, Bloomberg
Education
Yale School of Management 2012 — 2014
Master of Business Administration (MBA), Social Enterprise
Trinity Forum Academy 2011 — 2012
Graduate Fellow
University of California, Berkeley 2001 — 2005
B.S., Industrial Engineering and Operations Research
Rockefeller Philanthropy Advisors September 2014 - Present
The Gathering April 2013 - September 2013
Community Wealth Partners June 2013 - August 2013
Excellence in Giving, LLC June 2012 - July 2012
Lee Financial Corporation August 2008 - July 2011
ATP Tour, Inc. July 2006 - July 2008
Skills
Business Strategy, Financial Modeling, Strategic Planning, Financial Analysis, Valuation, Microsoft Excel, Social Entrepreneurship, Finance, Strategic Financial..., Portfolio Management, Due Diligence, Venture Capital, Corporate Finance, Equities, Private Equity, Data Analysis, Asset Management, Business Development, Economics, Analysis, Investments, Management Consulting, Leadership, Hedge Funds, Entrepreneurship, Risk Management, Alternative Investments, Strategy, Bloomberg
Education
Yale School of Management 2012 — 2014
Master of Business Administration (MBA), Social Enterprise
Trinity Forum Academy 2011 — 2012
Graduate Fellow
University of California, Berkeley 2001 — 2005
B.S., Industrial Engineering and Operations Research
Ben Putman Ben Putman's Lee Financial Corporation Experience 2003 - 2006
Job General Manager at JUICE Pharma Worldwide
Industry Marketing and Advertising
Experience
JUICE Pharma Worldwide August 2015 - Present
JUICE Pharma Worldwide June 2014 - July 2015
JUICE Pharma Worldwide March 2013 - June 2014
JUICE Pharma Worldwide December 2010 - February 2013
Draftfcb Healthcare October 2009 - December 2010
Harrison and Star 2007 - 2009
Social Knowledge, LLC 2006 - 2007
Lee Financial Corporation 2003 - 2006
BancTec 1999 - 2002
Skills
Team Building, Agile Project Management, Closed Loop Marketing, Social Media, Mobile Applications, Digital Strategy, Digital Marketing, Interactive Development, Interactive Advertising, Advertising, Interactive Programming, Innovation Strategy, User Experience, Enterprise Web..., Human Computer..., Mobile Devices, Integrated Marketing, Mobile Marketing, Information Architecture, Interaction Design, Web Analytics, New Media, Research and Development, Client Services, Conventions, Exhibit Design, Computer Vision, Artificial Intelligence, Creative Strategy, Content Strategy, Digital Media, Creative Direction, User Interface Design, Web Project Management, Online Advertising, Agile Methodologies, SEM, Web Applications, Analytics
Education
Southern Methodist University 1997 — 2003
BS
St. Mark's School of TX 1992 — 1997
JUICE Pharma Worldwide August 2015 - Present
JUICE Pharma Worldwide June 2014 - July 2015
JUICE Pharma Worldwide March 2013 - June 2014
JUICE Pharma Worldwide December 2010 - February 2013
Draftfcb Healthcare October 2009 - December 2010
Harrison and Star 2007 - 2009
Social Knowledge, LLC 2006 - 2007
Lee Financial Corporation 2003 - 2006
BancTec 1999 - 2002
Skills
Team Building, Agile Project Management, Closed Loop Marketing, Social Media, Mobile Applications, Digital Strategy, Digital Marketing, Interactive Development, Interactive Advertising, Advertising, Interactive Programming, Innovation Strategy, User Experience, Enterprise Web..., Human Computer..., Mobile Devices, Integrated Marketing, Mobile Marketing, Information Architecture, Interaction Design, Web Analytics, New Media, Research and Development, Client Services, Conventions, Exhibit Design, Computer Vision, Artificial Intelligence, Creative Strategy, Content Strategy, Digital Media, Creative Direction, User Interface Design, Web Project Management, Online Advertising, Agile Methodologies, SEM, Web Applications, Analytics
Education
Southern Methodist University 1997 — 2003
BS
St. Mark's School of TX 1992 — 1997
Christie Williams, CFP(r) Christie Williams, CFP(r)'s Lee Financial Corporation Experience May 2004 - Present
Job Financial Planner at Lee Financial Corporation
Industry Financial Services
Experience
Lee Financial Corporation May 2004 - Present
Quest Capital Management August 1998 - May 2004
Skills
Certified Financial..., Strategic Financial..., Financial Planning, Collaborative Planning, Estate Planning, Tax Planning
Education
Texas Tech University 1994 — 1998
BS, Family Financial Planning
Lee Financial Corporation May 2004 - Present
Quest Capital Management August 1998 - May 2004
Skills
Certified Financial..., Strategic Financial..., Financial Planning, Collaborative Planning, Estate Planning, Tax Planning
Education
Texas Tech University 1994 — 1998
BS, Family Financial Planning
Jan Apthorp Jan Apthorp's Lee Financial Corporation Experience July 1998 - November 2011
Job Legal Secretary at Thomas J. Turner, Attorney at Law
Industry Human Resources
Experience
Thomas J. Turner, Attorney at Law February 2014 - Present
Link Financial Corporation November 2011 - September 2014
Lee Financial Corporation July 1998 - November 2011
Snelling Staffing Services July 1996 - June 1998
Society of Petroleum Engineers January 1995 - July 1996
U.S. Chamber of Commerce June 1993 - December 1993
Skills
Professional..., Decision Making, People Skills, Goal Oriented, Objective-C, Hard Worker, Human Relations, Creative Problem Solving, Delivering Results, Reliability, Adaptive, Employee Benefits, Investments, Human Resources, Time Management, Leadership, Budgets, Management, Project Management, Personnel Management, Payroll, FMLA, Onboarding, Finance, Benefits Administration, Employee Relations, 401k, Conflict Resolution, Retirement, Applicant Tracking..., Interviews, Retirement Planning, College Recruiting, Talent Acquisition, Succession Planning, Workers Compensation, Deferred Compensation, HRIS, Employment Law, Employee Engagement, Performance Appraisal, Talent Management, Technical Recruiting, Performance Management, Executive Pay, Organizational..., HR Consulting, Career Development, Resume Writing, Staffing Services
Education
Richland College 2006 — 2007
Human Resources Certificate
University of Phoenix Dallas, TX
Master of Arts in Organizational Management
Stephen F. Austin State University
Bachelor of Arts, Sociology and English
Tyler Junior College
Associate in Arts, Music
Thomas J. Turner, Attorney at Law February 2014 - Present
Link Financial Corporation November 2011 - September 2014
Lee Financial Corporation July 1998 - November 2011
Snelling Staffing Services July 1996 - June 1998
Society of Petroleum Engineers January 1995 - July 1996
U.S. Chamber of Commerce June 1993 - December 1993
Skills
Professional..., Decision Making, People Skills, Goal Oriented, Objective-C, Hard Worker, Human Relations, Creative Problem Solving, Delivering Results, Reliability, Adaptive, Employee Benefits, Investments, Human Resources, Time Management, Leadership, Budgets, Management, Project Management, Personnel Management, Payroll, FMLA, Onboarding, Finance, Benefits Administration, Employee Relations, 401k, Conflict Resolution, Retirement, Applicant Tracking..., Interviews, Retirement Planning, College Recruiting, Talent Acquisition, Succession Planning, Workers Compensation, Deferred Compensation, HRIS, Employment Law, Employee Engagement, Performance Appraisal, Talent Management, Technical Recruiting, Performance Management, Executive Pay, Organizational..., HR Consulting, Career Development, Resume Writing, Staffing Services
Education
Richland College 2006 — 2007
Human Resources Certificate
University of Phoenix Dallas, TX
Master of Arts in Organizational Management
Stephen F. Austin State University
Bachelor of Arts, Sociology and English
Tyler Junior College
Associate in Arts, Music
Dana Pingenot Dana Pingenot's Lee Financial Corporation Experience May 1991 - Present
Job President at Lee Financial Corporation
Industry Financial Services
Experience
Lee Financial Corporation May 1991 - Present
Little & Associates May 1987 - May 1991
Skills
Strategic Financial..., Estate Planning, Personal Finance, Finance, Strategy, Employee Benefits, Retirement Planning, Asset Allocation, Succession Planning, Entrepreneurship, Financial Planners, Financial Advisory, Retirement, Wealth, Wealth Management
Education
Baylor University - Hankamer School of Business 1983 — 1987
BBA, Financial Planning
Lee Financial Corporation May 1991 - Present
Little & Associates May 1987 - May 1991
Skills
Strategic Financial..., Estate Planning, Personal Finance, Finance, Strategy, Employee Benefits, Retirement Planning, Asset Allocation, Succession Planning, Entrepreneurship, Financial Planners, Financial Advisory, Retirement, Wealth, Wealth Management
Education
Baylor University - Hankamer School of Business 1983 — 1987
BBA, Financial Planning
Robert A. Harris III MBA Robert A. Harris III MBA's Lee Financial Corporation Experience October 2005 - April 2006
Job Senior Analyst at Centennial Real Estate Management, LLC
Industry Commercial Real Estate
Experience
Centennial Real Estate Management, LLC September 2010 - Present
Dallas Luxury Realty 2011 - 2014
Lee Financial Corporation October 2005 - April 2006
Q4i, Inc. September 2004 - August 2005
Skills
Financial Modeling, Financial Analysis, Credit, Credit Analysis, Asset Management, Underwriting, Bloomberg, Investment Banking, Finance, Management, Investments, Asset Managment, Valuation, Due Diligence, Private Equity, Real Estate, Strategic Thinking, Agile Project Management, Data Analysis
Education
Texas Tech University - Rawls College of Business 2007 — 2009
MBA, Real Estate, Entrepreneurship
Texas A&M University 2000 — 2004
BA, Political Science
Centennial Real Estate Management, LLC September 2010 - Present
Dallas Luxury Realty 2011 - 2014
Lee Financial Corporation October 2005 - April 2006
Q4i, Inc. September 2004 - August 2005
Skills
Financial Modeling, Financial Analysis, Credit, Credit Analysis, Asset Management, Underwriting, Bloomberg, Investment Banking, Finance, Management, Investments, Asset Managment, Valuation, Due Diligence, Private Equity, Real Estate, Strategic Thinking, Agile Project Management, Data Analysis
Education
Texas Tech University - Rawls College of Business 2007 — 2009
MBA, Real Estate, Entrepreneurship
Texas A&M University 2000 — 2004
BA, Political Science
Andy Robinowitz Andy Robinowitz's Lee Financial Corporation Experience October 2002 - July 2005
Job Internet Media Entreprenuer
Industry Internet
Experience
Social Knowledge, LLC July 2005 - Present
Fuelly October 2012 - Present
Economy 3 Investments November 2007 - Present
Lee Financial Corporation October 2002 - July 2005
Xpedior June 1999 - May 2000
Windsor Woodmont June 1997 - May 1999
Skills
Social Networking, Online Communities, SEO, Social Media, Social Media Marketing, Start-ups, Web Development, Google Analytics, Online Advertising, Community Management, Online Marketing
Education
University of Denver - Daniels College of Business 1995 — 1997
Bachelors, Finance
University of Arizona 1992 — 1993
Social Knowledge, LLC July 2005 - Present
Fuelly October 2012 - Present
Economy 3 Investments November 2007 - Present
Lee Financial Corporation October 2002 - July 2005
Xpedior June 1999 - May 2000
Windsor Woodmont June 1997 - May 1999
Skills
Social Networking, Online Communities, SEO, Social Media, Social Media Marketing, Start-ups, Web Development, Google Analytics, Online Advertising, Community Management, Online Marketing
Education
University of Denver - Daniels College of Business 1995 — 1997
Bachelors, Finance
University of Arizona 1992 — 1993
Jamie Dodd Jamie Dodd's Lee Financial Corporation Experience January 1998 - June 2002
Job Registered Nurse
Industry Medical Practice
Experience
MGA Home Healthcare April 2014 - Present
Parkland Hospital December 2012 - Present
Tandem Business Specialist October 2007 - July 2010
Strategic PM Resources, LLC June 2008 - September 2009
Advent Users Group October 2007 - October 2008
Midwest Trust Company October 2006 - October 2007
Robertson Griege and Thoele June 2002 - September 2006
Lee Financial Corporation January 1998 - June 2002
Skills
Financial Services, CRM, Portfolio Management, Strategy, Business Development, Management, Wealth Management
Education
Brookhaven Community College 1999 — 2006
Associates, Finance
MGA Home Healthcare April 2014 - Present
Parkland Hospital December 2012 - Present
Tandem Business Specialist October 2007 - July 2010
Strategic PM Resources, LLC June 2008 - September 2009
Advent Users Group October 2007 - October 2008
Midwest Trust Company October 2006 - October 2007
Robertson Griege and Thoele June 2002 - September 2006
Lee Financial Corporation January 1998 - June 2002
Skills
Financial Services, CRM, Portfolio Management, Strategy, Business Development, Management, Wealth Management
Education
Brookhaven Community College 1999 — 2006
Associates, Finance
Brent Jahnke Brent Jahnke's Lee Financial Corporation Experience May 2007 - January 2010
Job Manager/Professional Instructor at DBat San Antonio North
Industry Financial Services
Experience
D-Bat San Antonio North February 2013 - Present
Integrated Financial Solutions Group January 2011 - October 2012
Spectrum Financial Group April 2010 - June 2010
Lee Financial Corporation May 2007 - January 2010
Education
Texas Tech University 2004 — 2007
B.S, Personal Financial Planning
Angelo State University 2005 — 2005
Marketing
Weatherford College 2004 — 2004
Marketing
Angelina College 2002 — 2003
Marketing
D-Bat San Antonio North February 2013 - Present
Integrated Financial Solutions Group January 2011 - October 2012
Spectrum Financial Group April 2010 - June 2010
Lee Financial Corporation May 2007 - January 2010
Education
Texas Tech University 2004 — 2007
B.S, Personal Financial Planning
Angelo State University 2005 — 2005
Marketing
Weatherford College 2004 — 2004
Marketing
Angelina College 2002 — 2003
Marketing
Billy Van Buren Billy Van Buren's Lee Financial Corporation Experience June 2008 - August 2008
Job Fannie Mae
Industry Financial Services
Experience
Fannie Mae June 2013 - Present
SourceHOV June 2012 - June 2013
Fannie Mae October 2009 - June 2012
Lee Financial Corporation June 2008 - August 2008
Bank of America February 2004 - July 2007
InterScience Technology Corporation March 2003 - February 2004
Education
Southern Methodist University - Cox School of Business 2007 — 2009
MBA
The University of Texas at Arlington 2000 — 2003
BBA
Fannie Mae June 2013 - Present
SourceHOV June 2012 - June 2013
Fannie Mae October 2009 - June 2012
Lee Financial Corporation June 2008 - August 2008
Bank of America February 2004 - July 2007
InterScience Technology Corporation March 2003 - February 2004
Education
Southern Methodist University - Cox School of Business 2007 — 2009
MBA
The University of Texas at Arlington 2000 — 2003
BBA
Kimberly Bridges, PhD, CFP®, CPWA®, CDFA™ Kimberly Bridges, PhD, CFP®, CPWA®, CDFA™'s Lee Financial Corporation Experience 2007 - 2007
Job Senior Financial Planner at The Commerce Trust Company I Wealth Management I Retirement Planning I Financial Planning
Industry Financial Services
Experience
The Commerce Trust Company 2015 - Present
BMO Private Bank 2012 - 2014
Stoker Ostler Wealth Advisors June 2008 - June 2012
Texas Tech University 2005 - 2008
Lee Financial Corporation 2007 - 2007
UMKC 2004 - 2004
Skills
Expert in women's..., Estate Planning, Wealth Management, Strategic Financial..., Financial Planners, Wealth, Financial Goals, Retirement Planning, Financial Advisory, Retirement, Financial Issues, Tax, Personal Financial..., Personal Finance, Financial Services, Finance, Asset Allocation, Financial Planning, Investments
Education
Texas Tech University 2005 — 2008
PhD, Personal Financial Planning
Kansas State University 2003 — 2004
M.S., Family Studies with an Emphasis in Family Financial Planning
Kansas State University 2001 — 2003
B.S., Human Ecology
The Commerce Trust Company 2015 - Present
BMO Private Bank 2012 - 2014
Stoker Ostler Wealth Advisors June 2008 - June 2012
Texas Tech University 2005 - 2008
Lee Financial Corporation 2007 - 2007
UMKC 2004 - 2004
Skills
Expert in women's..., Estate Planning, Wealth Management, Strategic Financial..., Financial Planners, Wealth, Financial Goals, Retirement Planning, Financial Advisory, Retirement, Financial Issues, Tax, Personal Financial..., Personal Finance, Financial Services, Finance, Asset Allocation, Financial Planning, Investments
Education
Texas Tech University 2005 — 2008
PhD, Personal Financial Planning
Kansas State University 2003 — 2004
M.S., Family Studies with an Emphasis in Family Financial Planning
Kansas State University 2001 — 2003
B.S., Human Ecology
Nic Gibson, CFP® Nic Gibson, CFP®'s Lee Financial Corporation Experience April 2004 - Present
Job Capital Strategist at Lee Financial Corporation
Industry Financial Services
Experience
Lee Financial Corporation April 2004 - Present
The Shobe Financial Group February 2002 - April 2004
Skills
Financial Planning, Estate and Tax..., Business Strategy
Education
Texas Tech University 1997 — 2001
Bachelor of Science, Family Financial Planning
Lee Financial Corporation April 2004 - Present
The Shobe Financial Group February 2002 - April 2004
Skills
Financial Planning, Estate and Tax..., Business Strategy
Education
Texas Tech University 1997 — 2001
Bachelor of Science, Family Financial Planning
Katie Olson, CFP®'s Lee Financial Corporation Experience January 2011 - March 2013
Job Banker Associate at JPMorgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank May 2015 - Present
J.P. Morgan Private Bank June 2013 - Present
Tolleson Wealth Management March 2013 - April 2013
Lee Financial Corporation January 2011 - March 2013
Texas Tech University August 2010 - December 2010
Lee Financial Corporation May 2010 - August 2010
Texas Tech University August 2008 - May 2010
Genesis Wealth Management 2008 - 2008
Skills
Strategic Financial..., Financial Planners, Estate Planning, Investments, Retirement Planning, Financial Analysis, Microsoft Excel, Risk Management, Insurance, Finance
Education
Texas Tech University 2007 — 2010
Bachelor's, Personal Financial Planning
J.P. Morgan Private Bank May 2015 - Present
J.P. Morgan Private Bank June 2013 - Present
Tolleson Wealth Management March 2013 - April 2013
Lee Financial Corporation January 2011 - March 2013
Texas Tech University August 2010 - December 2010
Lee Financial Corporation May 2010 - August 2010
Texas Tech University August 2008 - May 2010
Genesis Wealth Management 2008 - 2008
Skills
Strategic Financial..., Financial Planners, Estate Planning, Investments, Retirement Planning, Financial Analysis, Microsoft Excel, Risk Management, Insurance, Finance
Education
Texas Tech University 2007 — 2010
Bachelor's, Personal Financial Planning
Kirby Jacobson, CFA, CFP® Kirby Jacobson, CFA, CFP®'s Lee Financial Corporation Experience May 2011 - Present
Job Financial Advisor at Lee Financial Corporation
Industry Financial Services
Experience
Lee Financial Corporation May 2011 - Present
Skills
Finance, Investment Strategies, Retirement Planning, Wealth Management, Strategic Financial..., Financial Planners, Investments, Retirement, Asset Allocation, Mutual Funds, Financial Advisory, Portfolio Management, Asset Management
Education
Texas Tech University 2005 — 2008
Personal Financial Planning, Financial Planning
Lee Financial Corporation May 2011 - Present
Skills
Finance, Investment Strategies, Retirement Planning, Wealth Management, Strategic Financial..., Financial Planners, Investments, Retirement, Asset Allocation, Mutual Funds, Financial Advisory, Portfolio Management, Asset Management
Education
Texas Tech University 2005 — 2008
Personal Financial Planning, Financial Planning
Chris Carper, CRM Chris Carper, CRM's Lee Financial Corporation Experience November 2002 - October 2006
Job Records Manager at University of North Dakota
Industry Primary/Secondary Education
Experience
University of North Dakota December 2012 - Present
Hormel Foods Corporation October 2006 - December 2012
Lee Financial Corporation November 2002 - October 2006
Skills
Records Management, Project Management, Information Management, Document Management, Enterprise Content..., Customer Service, Microsoft Office, Business Analysis, Software Documentation, Strategic Planning
Education
The University of North Dakota 1999 — 2001
Masters, Business Administration
The University of North Dakota 1994 — 1999
BA, Information Management & Management
University of North Dakota December 2012 - Present
Hormel Foods Corporation October 2006 - December 2012
Lee Financial Corporation November 2002 - October 2006
Skills
Records Management, Project Management, Information Management, Document Management, Enterprise Content..., Customer Service, Microsoft Office, Business Analysis, Software Documentation, Strategic Planning
Education
The University of North Dakota 1999 — 2001
Masters, Business Administration
The University of North Dakota 1994 — 1999
BA, Information Management & Management
Meredith Clinton's Lee Financial Corporation Experience May 2010 - January 2012
Job Director of Global Sales at Rolland Safe & Lock
Industry Marketing and Advertising
Experience
Rolland Safe & Lock May 2015 - Present
Rolland Safe & Lock January 2014 - May 2015
Rolland Safe & Lock May 2013 - January 2014
Rolland Safe & Lock Company July 2012 - May 2013
Strategic Wealth Planning January 2012 - July 2012
Lee Financial Corporation May 2010 - January 2012
Vlaar International December 2008 - January 2010
Taiwan Futures Exchange September 2009 - December 2009
Allstate December 2002 - May 2006
Skills
Business Development, Spanish, Chinese, Mandarin, English, Marketing Strategy, Marketing Research, Strategic Planning, Business Strategy, International Business, Branding Development, Intercultural..., Project Implementation, Project Coordination, Project Management, Budgets, Leadership, Marketing Communications, Management, Email Marketing, Marketing, Entrepreneurship, Sales, Market Research, Public Speaking, Strategy, Public Relations, Marketing Management, Internal Communications, Market Analysis, Competitive Analysis, New Business Development, Online Marketing, Account Management, Strategic Partnerships, International Sales, Social Media Marketing, Negotiation, Team Leadership, Sales Management, Product Marketing, Advertising
Education
National Cheng Chi University 2008 — 2010
IMBA, Finance
National Taiwan Normal University 2006 — 2008
Chinese
Universidad de Belgrano 2004 — 2004
International Relations
Texas A&M University - Mays Business School 1998 — 2002
BBA, marketing
Universidad Autónoma de Guadalajara 2000 — 2001
Spanish, International Business
rockwall high school 1994 — 1998
Rolland Safe & Lock May 2015 - Present
Rolland Safe & Lock January 2014 - May 2015
Rolland Safe & Lock May 2013 - January 2014
Rolland Safe & Lock Company July 2012 - May 2013
Strategic Wealth Planning January 2012 - July 2012
Lee Financial Corporation May 2010 - January 2012
Vlaar International December 2008 - January 2010
Taiwan Futures Exchange September 2009 - December 2009
Allstate December 2002 - May 2006
Skills
Business Development, Spanish, Chinese, Mandarin, English, Marketing Strategy, Marketing Research, Strategic Planning, Business Strategy, International Business, Branding Development, Intercultural..., Project Implementation, Project Coordination, Project Management, Budgets, Leadership, Marketing Communications, Management, Email Marketing, Marketing, Entrepreneurship, Sales, Market Research, Public Speaking, Strategy, Public Relations, Marketing Management, Internal Communications, Market Analysis, Competitive Analysis, New Business Development, Online Marketing, Account Management, Strategic Partnerships, International Sales, Social Media Marketing, Negotiation, Team Leadership, Sales Management, Product Marketing, Advertising
Education
National Cheng Chi University 2008 — 2010
IMBA, Finance
National Taiwan Normal University 2006 — 2008
Chinese
Universidad de Belgrano 2004 — 2004
International Relations
Texas A&M University - Mays Business School 1998 — 2002
BBA, marketing
Universidad Autónoma de Guadalajara 2000 — 2001
Spanish, International Business
rockwall high school 1994 — 1998
Rick Malamed's Lee Financial Corporation Experience April 2006 - April 2007
Job Owner at Tip of the Mitt IT
Industry Banking
Experience
Tip of the Mitt I. T. June 2010 - Present
Citizens Bank December 2007 - November 2011
Business Network International 2008 - 2011
Lee Financial Corporation April 2006 - April 2007
Financial Management Advisors 1996 - 2006
The Walt Disney Company 1991 - 1995
Glendale Federal Bank 1988 - 1990
Security Pacific National Bank 1977 - 1980
Skills
Quickbooks, Quicken, Microsoft Office, QuickBooks Certified..., QuickBooks, Project Management, Banking, Financial Analysis, Accounting, Budgets, Strategic Planning, Leadership, Team Building, Information Technology, SDLC, Public Speaking, Risk Management, Management, Analysis, Business Analysis
Education
San Jose State University 1966 — 1967
Bachelor of Science, Business & Industrial Management
Los Angeles City College 1963 — 1965
Associate of Arts (AA), Business/Commerce, General
UCLA
Tip of the Mitt I. T. June 2010 - Present
Citizens Bank December 2007 - November 2011
Business Network International 2008 - 2011
Lee Financial Corporation April 2006 - April 2007
Financial Management Advisors 1996 - 2006
The Walt Disney Company 1991 - 1995
Glendale Federal Bank 1988 - 1990
Security Pacific National Bank 1977 - 1980
Skills
Quickbooks, Quicken, Microsoft Office, QuickBooks Certified..., QuickBooks, Project Management, Banking, Financial Analysis, Accounting, Budgets, Strategic Planning, Leadership, Team Building, Information Technology, SDLC, Public Speaking, Risk Management, Management, Analysis, Business Analysis
Education
San Jose State University 1966 — 1967
Bachelor of Science, Business & Industrial Management
Los Angeles City College 1963 — 1965
Associate of Arts (AA), Business/Commerce, General
UCLA
Jeff Brimhall, PhD, CFP(R), CFA's Lee Financial Corporation Experience 2007 - 2007
Job Financial Advisor at Soltis Investment Advisors
Industry Financial Services
Experience
Soltis Investment Advisors July 2011 - Present
Case Western Reserve University August 2008 - September 2011
National City Corporation June 2007 - June 2009
Lee Financial Corporation 2007 - 2007
ExxonMobil Pipeline Company 2000 - 2002
Skills
Financial Modeling, Equities, Equity Research, Financial Analysis, Investment Management, Portfolio Management, Investments, Valuation, Economics, Data Analysis, Corporate Finance, Quantitative Analytics, Fixed Income, Asset Managment, Microsoft Excel, Financial Advisory, Asset Allocation, Investment Advisory, Alternative Investments, Investment Strategies, Risk Management, Finance, Financial Markets, Strategic Financial..., Analysis, Derivatives, DCF, Wealth Management, Equity Valuation, Mutual Funds, Capital Markets, Securities, Business Valuation, Econometrics
Education
Southern Methodist University 2002 — 2006
Ph.D., Economics
Brigham Young University 1996 — 2000
BS, Civil Engineering
Soltis Investment Advisors July 2011 - Present
Case Western Reserve University August 2008 - September 2011
National City Corporation June 2007 - June 2009
Lee Financial Corporation 2007 - 2007
ExxonMobil Pipeline Company 2000 - 2002
Skills
Financial Modeling, Equities, Equity Research, Financial Analysis, Investment Management, Portfolio Management, Investments, Valuation, Economics, Data Analysis, Corporate Finance, Quantitative Analytics, Fixed Income, Asset Managment, Microsoft Excel, Financial Advisory, Asset Allocation, Investment Advisory, Alternative Investments, Investment Strategies, Risk Management, Finance, Financial Markets, Strategic Financial..., Analysis, Derivatives, DCF, Wealth Management, Equity Valuation, Mutual Funds, Capital Markets, Securities, Business Valuation, Econometrics
Education
Southern Methodist University 2002 — 2006
Ph.D., Economics
Brigham Young University 1996 — 2000
BS, Civil Engineering
Jackie Parsnip's Lee Financial Corporation Experience 2006 - 2007
Job Training & Business Solutions Specialist
Industry Financial Services
Experience
Manning & Napier Advisors June 2012 - Present
Manning & Napier Advisors November 2007 - June 2012
Lee Financial Corporation 2006 - 2007
Bank of America 2005 - 2006
Fleet Bank 2000 - 2005
Skills
Project Management, Training Facilitation, Training Delivery, Process Improvement, Analysis, Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Business Process, Financial Services, SharePoint, Visio, crm, Business Analysis
Education
The University of Texas at Arlington 2005 — 2007
Master's, Communications
State University of New York College at Brockport 2003 — 2007
Master's, Communication
State University of New York College at Brockport 1996 — 2000
Bachelor's, Business
Manning & Napier Advisors June 2012 - Present
Manning & Napier Advisors November 2007 - June 2012
Lee Financial Corporation 2006 - 2007
Bank of America 2005 - 2006
Fleet Bank 2000 - 2005
Skills
Project Management, Training Facilitation, Training Delivery, Process Improvement, Analysis, Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Business Process, Financial Services, SharePoint, Visio, crm, Business Analysis
Education
The University of Texas at Arlington 2005 — 2007
Master's, Communications
State University of New York College at Brockport 2003 — 2007
Master's, Communication
State University of New York College at Brockport 1996 — 2000
Bachelor's, Business
Susan Town (Martin)'s Lee Financial Corporation Experience June 2000 - September 2006
Job Managing Partner at Tandem Business Specialists
Industry Financial Services
Experience
Tandem Business Specialists, LLC September 2006 - Present
Lee Financial Corporation June 2000 - September 2006
Skills
Project Management, Business Development, Management, Leadership, Outsourcing, Operations Management, Portfolio Management
Education
Southern Methodist University - Cox School of Business 2004 — 2005
Graduate Finance Certification
Oklahoma State University 1993 — 1998
Tandem Business Specialists, LLC September 2006 - Present
Lee Financial Corporation June 2000 - September 2006
Skills
Project Management, Business Development, Management, Leadership, Outsourcing, Operations Management, Portfolio Management
Education
Southern Methodist University - Cox School of Business 2004 — 2005
Graduate Finance Certification
Oklahoma State University 1993 — 1998
Steve Shirey's Lee Financial Corporation Experience September 2006 - August 2007
Job Consultant at Express Employment Professionals
Industry Financial Services
Experience
Express Employment Professionals March 2007 - Present
Lee Financial Corporation September 2006 - August 2007
Self - Employed April 2004 - September 2006
Self - Employed August 2001 - April 2004
Southwest Securities August 1994 - May 2001
Education
Kilgore College 1983 — 1991
AA, Accounting/Finance
Express Employment Professionals March 2007 - Present
Lee Financial Corporation September 2006 - August 2007
Self - Employed April 2004 - September 2006
Self - Employed August 2001 - April 2004
Southwest Securities August 1994 - May 2001
Education
Kilgore College 1983 — 1991
AA, Accounting/Finance
Jennifer Minelli, CFA's Lee Financial Corporation Experience June 2009 - August 2009
Job Vice President, Executive Director at BancVue
Industry Financial Services
Experience
BancVue 2013 - Present
BancVue August 2010 - January 2013
Lee Financial Corporation June 2009 - August 2009
Fitch Ratings September 2005 - June 2008
Lord Abbett January 2000 - August 2005
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2010
MBA, Finance
Lehigh University 1995 — 1999
BS, Marketing
BancVue 2013 - Present
BancVue August 2010 - January 2013
Lee Financial Corporation June 2009 - August 2009
Fitch Ratings September 2005 - June 2008
Lord Abbett January 2000 - August 2005
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2010
MBA, Finance
Lehigh University 1995 — 1999
BS, Marketing