Liberty Group, LLC
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Liberty Group, LLC Employees
Employee
Years
Job
Industry
Sterling Thomas Sterling Thomas's Liberty Group, LLC Experience November 2012 - July 2013
Job Finance Controller at Bay Apartment Advisors
Industry Real Estate
Experience
Bay Apartment Advisors February 2014 - Present
Highland Partners, Better Homes and Gardens Mason-McDuffie Real Estate September 2013 - February 2014
Liberty Group LLC November 2012 - July 2013
Cal Calling Center February 2011 - May 2012
Skills
Customer Service, Library, Books, Annual Giving, Fundraising, Philanthropy, Alumni Relations, Accounts Payable, Prospect Research, Volunteering, Accounting, Fundraisers, Research, Social Media, Microsoft Office, Event Planning, Public Speaking
Education
University of California, Berkeley 2009 — 2012
B.A., Political Science
Solano Community College 2006 — 2009
Associates Degree, Liberal Arts
Bay Apartment Advisors February 2014 - Present
Highland Partners, Better Homes and Gardens Mason-McDuffie Real Estate September 2013 - February 2014
Liberty Group LLC November 2012 - July 2013
Cal Calling Center February 2011 - May 2012
Skills
Customer Service, Library, Books, Annual Giving, Fundraising, Philanthropy, Alumni Relations, Accounts Payable, Prospect Research, Volunteering, Accounting, Fundraisers, Research, Social Media, Microsoft Office, Event Planning, Public Speaking
Education
University of California, Berkeley 2009 — 2012
B.A., Political Science
Solano Community College 2006 — 2009
Associates Degree, Liberal Arts
Osekalome Akhile's Liberty Group, LLC Experience October 2014 - Present
Job Intern at Liberty Group LLC
Industry Financial Services
Experience
Liberty Group LLC October 2014 - Present
24 Hour Fitness April 2014 - February 2015
Equinox August 2011 - March 2014
Skills
Strength Training, Personal Training, Sales
Education
University of San Francisco 2008 — 2013
Bachelor of Arts (B.A.), Kinesiology and Exercise Science
University of San Francisco
Kinesiology and Exercise Science
Liberty Group LLC October 2014 - Present
24 Hour Fitness April 2014 - February 2015
Equinox August 2011 - March 2014
Skills
Strength Training, Personal Training, Sales
Education
University of San Francisco 2008 — 2013
Bachelor of Arts (B.A.), Kinesiology and Exercise Science
University of San Francisco
Kinesiology and Exercise Science
David Hsu David Hsu's Liberty Group, LLC Experience June 2012 - Present
Job Chief Compliance Officer at Liberty Group LLC
Industry Financial Services
Experience
Liberty Group LLC June 2012 - Present
Stone & Youngberg October 2005 - June 2012
Financial Industry Regulatory Authority June 2003 - October 2005
First Union June 1999 - May 2003
Skills
Investment Advisory, Retail Brokerage, Brokerage, Fixed Income, Anti-Money Laundering, Alternative Investments, Equity Trading, Structured Products, Hedge Funds, Asset Management, Asset Backed Securities, Litigation Support, AML, Asset Managment, Wealth Management, FINRA, Brokers, Due Diligence, Investments, Trading, Series 24, Equities, Capital Markets, Corporate Finance, Financial Services, Options, Series 63, Mutual Funds, Mergers & Acquisitions, Bonds, Series 7, Investment Banking, Securities, Finance, Securities Regulation, USA PATRIOT Act, Investment Management, Risk Management, OFAC, Operational Risk, Anti Money Laundering
Education
University of North Carolina at Chapel Hill 1995 — 1999
Bachelor’s Degree, Economics and Psychology
Liberty Group LLC June 2012 - Present
Stone & Youngberg October 2005 - June 2012
Financial Industry Regulatory Authority June 2003 - October 2005
First Union June 1999 - May 2003
Skills
Investment Advisory, Retail Brokerage, Brokerage, Fixed Income, Anti-Money Laundering, Alternative Investments, Equity Trading, Structured Products, Hedge Funds, Asset Management, Asset Backed Securities, Litigation Support, AML, Asset Managment, Wealth Management, FINRA, Brokers, Due Diligence, Investments, Trading, Series 24, Equities, Capital Markets, Corporate Finance, Financial Services, Options, Series 63, Mutual Funds, Mergers & Acquisitions, Bonds, Series 7, Investment Banking, Securities, Finance, Securities Regulation, USA PATRIOT Act, Investment Management, Risk Management, OFAC, Operational Risk, Anti Money Laundering
Education
University of North Carolina at Chapel Hill 1995 — 1999
Bachelor’s Degree, Economics and Psychology
Adrienne (Wilson) Giacalone Adrienne (Wilson) Giacalone's Liberty Group, LLC Experience May 2011 - September 2013
Job Legal Assistant at Weiss and Weissman Inc
Industry Financial Services
Experience
Weiss and Weissman Inc November 2013 - Present
Liberty Group LLC May 2011 - September 2013
Wiliams Sonoma October 2012 - May 2013
Pacific Placement April 2010 - April 2011
Wells Fargo Home Mortgage January 2009 - August 2009
Veritas Financial March 2006 - July 2008
Reliance Lending Group July 2005 - March 2006
American Residential January 2005 - July 2005
Progressive Lending August 2004 - January 2005
ETrade September 2002 - August 2004
Skills
Loans, Mortgage Lending, Mortgage Banking, Loan Origination, Residential Mortgages, Credit, FHA, Credit Analysis, Banking, VA loans, Consumer Lending, Real Estate, Investment Properties, Series 7, Marketing, Commercial Lending, USDA
Education
University of California, Berkeley 2013 — 2014
Paralegal Certification, Legal - Law
University of Colorado at Boulder 1998 — 2002
Bachelor of Arts (B.A.), Political Science and Government
Louise S. McGehee 1994 — 1998
Weiss and Weissman Inc November 2013 - Present
Liberty Group LLC May 2011 - September 2013
Wiliams Sonoma October 2012 - May 2013
Pacific Placement April 2010 - April 2011
Wells Fargo Home Mortgage January 2009 - August 2009
Veritas Financial March 2006 - July 2008
Reliance Lending Group July 2005 - March 2006
American Residential January 2005 - July 2005
Progressive Lending August 2004 - January 2005
ETrade September 2002 - August 2004
Skills
Loans, Mortgage Lending, Mortgage Banking, Loan Origination, Residential Mortgages, Credit, FHA, Credit Analysis, Banking, VA loans, Consumer Lending, Real Estate, Investment Properties, Series 7, Marketing, Commercial Lending, USDA
Education
University of California, Berkeley 2013 — 2014
Paralegal Certification, Legal - Law
University of Colorado at Boulder 1998 — 2002
Bachelor of Arts (B.A.), Political Science and Government
Louise S. McGehee 1994 — 1998
Tony Kai's Liberty Group, LLC Experience August 2008 - Present
Job Operations Manager
Industry Financial Services
Experience
Liberty Group, LLC August 2008 - Present
UCB Investment Services March 2006 - August 2008
ASUS August 2004 - March 2006
Skills
Back Office, Cashiering, Series 7, Bonds, Equities, Investment Advisory, Brokerage, Hedge Funds, Securities, Finance, Investments
Education
San Jose State University 1999 — 2002
Liberty Group, LLC August 2008 - Present
UCB Investment Services March 2006 - August 2008
ASUS August 2004 - March 2006
Skills
Back Office, Cashiering, Series 7, Bonds, Equities, Investment Advisory, Brokerage, Hedge Funds, Securities, Finance, Investments
Education
San Jose State University 1999 — 2002
Benjamin Morgan's Liberty Group, LLC Experience 2006 - 2008
Job Digital Marketing & Consulting Agency Owner
Industry Marketing and Advertising
Experience
Lucrumnet Media January 2009 - Present
Lucrum Investment October 2008 - October 2010
NorthWestern Mutual March 2008 - October 2009
Liberty Group LLC 2006 - 2008
ML Stern 2004 - 2006
NF communications 2003 - 2004
Metabolife June 1993 - 1998
Key consulting 1993 - 1995
Omnitrition January 1990 - March 1993
Skills
Investments, Asset Management, Financial Planning, Portfolio Management, Optimization, Process Optimization, Financial Management, Team Leadership, Technical Management, Web Analytics, Market Research, Market Planning, Direct Marketing, Online Marketing, Online Advertising, Online Research, Online Sales, Facebook, Traffic Management, Traffic Analysis, Cognitive Psychology, Psychometrics, Advertising, Mobile Advertising, Marketing Communications, Business Ethics, Social Networking, Affiliate Marketing, Affiliate Programs, Multi-channel Marketing, Google Analytics, Google Adwords, Bing, PPC, CPV, Marketing ROI, ROI development, ROI Accountability, NLP, Mind Mapping, Performance Improvement, Media Optimization, Media Buying, Marketing Automation, Display Advertising, Display Campaigns, Media Planning, Quantitative Analytics, Online Media Buys, SEM
Education
University of Minnesota-Twin Cities 1988 — 1990
University of Wisconsin-Eau Claire 1987 — 1990
Psychology
Lucrumnet Media January 2009 - Present
Lucrum Investment October 2008 - October 2010
NorthWestern Mutual March 2008 - October 2009
Liberty Group LLC 2006 - 2008
ML Stern 2004 - 2006
NF communications 2003 - 2004
Metabolife June 1993 - 1998
Key consulting 1993 - 1995
Omnitrition January 1990 - March 1993
Skills
Investments, Asset Management, Financial Planning, Portfolio Management, Optimization, Process Optimization, Financial Management, Team Leadership, Technical Management, Web Analytics, Market Research, Market Planning, Direct Marketing, Online Marketing, Online Advertising, Online Research, Online Sales, Facebook, Traffic Management, Traffic Analysis, Cognitive Psychology, Psychometrics, Advertising, Mobile Advertising, Marketing Communications, Business Ethics, Social Networking, Affiliate Marketing, Affiliate Programs, Multi-channel Marketing, Google Analytics, Google Adwords, Bing, PPC, CPV, Marketing ROI, ROI development, ROI Accountability, NLP, Mind Mapping, Performance Improvement, Media Optimization, Media Buying, Marketing Automation, Display Advertising, Display Campaigns, Media Planning, Quantitative Analytics, Online Media Buys, SEM
Education
University of Minnesota-Twin Cities 1988 — 1990
University of Wisconsin-Eau Claire 1987 — 1990
Psychology
Matthew Dally's Liberty Group, LLC Experience June 2008 - August 2008
Job Product Manager at Vast.com
Industry Internet
Experience
Vast.com August 2011 - Present
Red Bricks Media June 2009 - August 2011
UC Berkeley June 2007 - May 2009
Liberty Group, LLC June 2008 - August 2008
Carmel Bach Festival May 2006 - December 2006
Skills
Online Marketing, Branding, Product Management, Product Development, SEO, Social Media, Web Analytics, Online Advertising, Analytics, Google Analytics, Digital Marketing, Marketing Strategy, Start-ups
Education
University of California, Berkeley, Haas School of Business 2005 — 2009
B.S., Business Administration
Vast.com August 2011 - Present
Red Bricks Media June 2009 - August 2011
UC Berkeley June 2007 - May 2009
Liberty Group, LLC June 2008 - August 2008
Carmel Bach Festival May 2006 - December 2006
Skills
Online Marketing, Branding, Product Management, Product Development, SEO, Social Media, Web Analytics, Online Advertising, Analytics, Google Analytics, Digital Marketing, Marketing Strategy, Start-ups
Education
University of California, Berkeley, Haas School of Business 2005 — 2009
B.S., Business Administration
Andrew Goodhand's Liberty Group, LLC Experience April 2009 - November 2009
Job Regional Vice President at RS Investments
Industry Investment Management
Experience
RS Investments March 2015 - Present
ISI Group August 2011 - March 2015
Citi November 2009 - August 2011
Liberty Group LLC April 2009 - November 2009
Rutberg & Company August 2008 - January 2009
Skills
Private Equity, Start-ups, Investments, Equity Research, Investment Banking, Series 7, Equities
Education
Bucknell University 2004 — 2008
Bachelor, Economics
RS Investments March 2015 - Present
ISI Group August 2011 - March 2015
Citi November 2009 - August 2011
Liberty Group LLC April 2009 - November 2009
Rutberg & Company August 2008 - January 2009
Skills
Private Equity, Start-ups, Investments, Equity Research, Investment Banking, Series 7, Equities
Education
Bucknell University 2004 — 2008
Bachelor, Economics
Bal Trunec's Liberty Group, LLC Experience March 2005 - Present
Job Senior Account Executive at Liberty Group, LLC
Industry Financial Services
Experience
Liberty Group, LLC March 2005 - Present
A.G. Edwards September 1998 - March 2005
Deutsche Bank Alex Brown June 1990 - September 1998
Skills
Retirement Income..., Wealth Preservation..., Annuities & Life..., Retirement Planning, 401K Plan Advisor, Investments, Account Management, Asset Management, Investment Advisory, Sales, Series 63, Series 7, Equities, Wealth Management, Financial Analysis, Business Strategy, Customer Service, Financial Services, Management, Financial Planning, Strategic Planning
Education
University of Southern California 1986 — 1990
Bachelor of Science (BS), Finance
Liberty Group, LLC March 2005 - Present
A.G. Edwards September 1998 - March 2005
Deutsche Bank Alex Brown June 1990 - September 1998
Skills
Retirement Income..., Wealth Preservation..., Annuities & Life..., Retirement Planning, 401K Plan Advisor, Investments, Account Management, Asset Management, Investment Advisory, Sales, Series 63, Series 7, Equities, Wealth Management, Financial Analysis, Business Strategy, Customer Service, Financial Services, Management, Financial Planning, Strategic Planning
Education
University of Southern California 1986 — 1990
Bachelor of Science (BS), Finance
Adam Comeau's Liberty Group, LLC Experience March 2007 - Present
Job General Contractor at Liberty Group LLC
Industry Furniture
Experience
Liberty Group LLC March 2007 - Present
Dessin Fournir Companies October 2005 - Present
Ellis County Emergency Medical Service October 2012 - Present
Plainville EMS December 2010 - Present
Skills
Product Design, Industrial Design, Project Management, Interior Design, Product Development, Design Management, Concept Development, Photoshop, Rapid Prototyping, Microsoft Office, Graphic Design, Architecture
Education
Barton County Community College 2012 — 2013
Associate of Science (AS), Emergency Medical Technology/Technician (EMT Paramedic)
University of Kansas 2000 — 2005
Bachelor of Arts (B.A.), Communications Studies
Liberty Group LLC March 2007 - Present
Dessin Fournir Companies October 2005 - Present
Ellis County Emergency Medical Service October 2012 - Present
Plainville EMS December 2010 - Present
Skills
Product Design, Industrial Design, Project Management, Interior Design, Product Development, Design Management, Concept Development, Photoshop, Rapid Prototyping, Microsoft Office, Graphic Design, Architecture
Education
Barton County Community College 2012 — 2013
Associate of Science (AS), Emergency Medical Technology/Technician (EMT Paramedic)
University of Kansas 2000 — 2005
Bachelor of Arts (B.A.), Communications Studies
J. Michael Kimbrell's Liberty Group, LLC Experience January 2014 - March 2014
Job EVP, Director of Branch Development at Jeffrey Matthews Financial
Industry Financial Services
Experience
Jeffrey Matthews Financial February 2015 - Present
White, Weld & Co. March 2014 - July 2014
Liberty Group LLC January 2014 - March 2014
S.G. Long & Company January 2013 - January 2014
Sensus Financial in conjunction with Fund Architects, Compedge & Foresight Financial Group April 2011 - December 2012
First MidAmerica February 2005 - May 2007
Quick and Reilly December 2000 - November 2004
Morgan Stanley January 1998 - February 2000
Skills
Wealth Management, Retirement Planning, Mutual Funds, Series 7, Investments, Series 63, Fixed Annuities, Retirement, Securities, Asset Allocation, Strategic Financial..., Portfolio Management, Investment Advisory, Asset Managment, Series 24, 401k, Asset Management, Financial Advisory, Investment Strategies, Series 65, Uniform Combined State..., Wealth Management...
Education
University of Alabama 1987 — 1994
BS, Personal and Family Financial Planning
Jeffrey Matthews Financial February 2015 - Present
White, Weld & Co. March 2014 - July 2014
Liberty Group LLC January 2014 - March 2014
S.G. Long & Company January 2013 - January 2014
Sensus Financial in conjunction with Fund Architects, Compedge & Foresight Financial Group April 2011 - December 2012
First MidAmerica February 2005 - May 2007
Quick and Reilly December 2000 - November 2004
Morgan Stanley January 1998 - February 2000
Skills
Wealth Management, Retirement Planning, Mutual Funds, Series 7, Investments, Series 63, Fixed Annuities, Retirement, Securities, Asset Allocation, Strategic Financial..., Portfolio Management, Investment Advisory, Asset Managment, Series 24, 401k, Asset Management, Financial Advisory, Investment Strategies, Series 65, Uniform Combined State..., Wealth Management...
Education
University of Alabama 1987 — 1994
BS, Personal and Family Financial Planning