LPL Financial
Industry: Financial services company
DescriptionLPL Financial LLC is the largest independent broker-dealer in the United States. As of 2017 the company had more than 15,000 financial advisors, over $615 billion in advisory & brokerage assets, and generated approximately $4.2 billion in annual revenue for the 2017 fiscal year. Headquarters: Boston, Massachusetts, United States CEO: Dan Arnold (Jan 2017–) Subsidiaries: AdvisoryWorld, Inc., LINSCO PRIVATE LEDGER CORP, Private Trust Co, Fortigent Holdings Company, Inc. Parent organization: LPL Financial Holdings Inc
LPL Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at LPL Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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3,941 LPL Financial employees in database. Find out everything there's to know about LPL Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
LPL Financial Employees
Employee
Years
Job
Industry
Shane Stinar Shane Stinar's LPL Financial Experience September 2014 - September 2014
Job Motion Pictures and Film Professional
Industry Motion Pictures and Film
Experience
Self-employed 2009 - Present
MTV Networks / Logo October 2014 - October 2014
LPL Financial September 2014 - September 2014
HGTV July 2014 - July 2014
Product Etcetera Apparel, Commercial December 2013 - December 2013
Personal Independent Short Film - "Sands" September 2012 - September 2012
Lombardi Sports May 2012 - May 2012
Black Valentine Fashion Show February 2012 - February 2012
Skills
Film, Cinematography, Film Production, Documentaries, Camera Operation, Video Production, Post Production, Television, Short Films, Final Cut Pro, Video, Feature Films, Commercials, Video Editing
Education
Academy of Art University 2009 — 2013
Bachelor of Fine Arts (BFA), Cinematography and Film/Video Production
Self-employed 2009 - Present
MTV Networks / Logo October 2014 - October 2014
LPL Financial September 2014 - September 2014
HGTV July 2014 - July 2014
Product Etcetera Apparel, Commercial December 2013 - December 2013
Personal Independent Short Film - "Sands" September 2012 - September 2012
Lombardi Sports May 2012 - May 2012
Black Valentine Fashion Show February 2012 - February 2012
Skills
Film, Cinematography, Film Production, Documentaries, Camera Operation, Video Production, Post Production, Television, Short Films, Final Cut Pro, Video, Feature Films, Commercials, Video Editing
Education
Academy of Art University 2009 — 2013
Bachelor of Fine Arts (BFA), Cinematography and Film/Video Production
Tracey Graca Tracey Graca's LPL Financial Experience May 2014 - Present
Job Executive Assistant at LPL Financial
Industry Financial Services
Experience
LPL Financial May 2014 - Present
Backplane March 2013 - May 2014
Bose Corporation April 2008 - April 2012
Ir2 - Interior Resource, Inc. 2003 - 2007
RB Properties Inc 2002 - 2003
Elemis Spa 2000 - 2002
Skills
Hotels, Recruiting, Customer Satisfaction, Marketing, Customer Service, Logistics, Budgets, Leadership, Management, Microsoft Office, Advertising, Public Speaking, Social Media Marketing, Event Management, Sales, Start-ups, Marketing Strategy, Event Planning, Social Media
Education
American InterContinental University
Bachelor of Arts (B.A.), Graphic Design
University of San Diego
Design and Visual Communications, General
LPL Financial May 2014 - Present
Backplane March 2013 - May 2014
Bose Corporation April 2008 - April 2012
Ir2 - Interior Resource, Inc. 2003 - 2007
RB Properties Inc 2002 - 2003
Elemis Spa 2000 - 2002
Skills
Hotels, Recruiting, Customer Satisfaction, Marketing, Customer Service, Logistics, Budgets, Leadership, Management, Microsoft Office, Advertising, Public Speaking, Social Media Marketing, Event Management, Sales, Start-ups, Marketing Strategy, Event Planning, Social Media
Education
American InterContinental University
Bachelor of Arts (B.A.), Graphic Design
University of San Diego
Design and Visual Communications, General
Eladio Venegas Eladio Venegas's LPL Financial Experience April 2007 - April 2009
Job Financial Services professional / MBA Candidate
Industry Banking
Experience
TD Ameritrade December 2014 - Present
TD Ameritrade October 2013 - December 2014
JPMorgan Chase March 2011 - October 2013
Integr8 Fuels September 2010 - February 2011
LPL Financial April 2007 - April 2009
Skills
Loans, Strategic Financial..., Financial Advisory, Mutual Funds, Financial Services, Finance, Investments, Uniform Combined State..., Series 7, Analysis, Securities, Wealth Management, Series 63, Portfolio Management, Banking, Retirement, Investment Advisory, Mortgage Lending, Retirement Planning, Asset Allocation, Asset Management, FINRA, Financial Analysis, Investment Strategies, Series 6, Credit, Alternative Investments, Equities, Financial Planning, Fixed Income, Trading
Education
Point Loma Nazarene University 2013 — 2015
Master of Business Administration (MBA)
Universidad Complutense de Madrid 2005 — 2005
Spanish studies
San Diego State University-California State University 2002 — 2005
Bachelor of Science, Finance
Norwegian University of Life Sciences (UMB)
Masters in Business Administration
TD Ameritrade December 2014 - Present
TD Ameritrade October 2013 - December 2014
JPMorgan Chase March 2011 - October 2013
Integr8 Fuels September 2010 - February 2011
LPL Financial April 2007 - April 2009
Skills
Loans, Strategic Financial..., Financial Advisory, Mutual Funds, Financial Services, Finance, Investments, Uniform Combined State..., Series 7, Analysis, Securities, Wealth Management, Series 63, Portfolio Management, Banking, Retirement, Investment Advisory, Mortgage Lending, Retirement Planning, Asset Allocation, Asset Management, FINRA, Financial Analysis, Investment Strategies, Series 6, Credit, Alternative Investments, Equities, Financial Planning, Fixed Income, Trading
Education
Point Loma Nazarene University 2013 — 2015
Master of Business Administration (MBA)
Universidad Complutense de Madrid 2005 — 2005
Spanish studies
San Diego State University-California State University 2002 — 2005
Bachelor of Science, Finance
Norwegian University of Life Sciences (UMB)
Masters in Business Administration
David Stefl David Stefl's LPL Financial Experience June 2013 - September 2014
Job Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2014 - Present
LPL Financial June 2013 - September 2014
Edward Jones March 2008 - May 2013
Shawano Shell April 2001 - October 2008
Education
University of Wisconsin-Green Bay 2005 — 2007
Bachelor's Degree, Business Administration
College of Menominee Nation 2003 — 2004
Associate's Degree, Business Administration
Ameriprise Financial Services, Inc. October 2014 - Present
LPL Financial June 2013 - September 2014
Edward Jones March 2008 - May 2013
Shawano Shell April 2001 - October 2008
Education
University of Wisconsin-Green Bay 2005 — 2007
Bachelor's Degree, Business Administration
College of Menominee Nation 2003 — 2004
Associate's Degree, Business Administration
Brian Holly Brian Holly's LPL Financial Experience November 2013 - Present
Job Associate Service Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial November 2013 - Present
Wilmington Trust 2012 - 2013
Avnet Technology Solutions 2012 - 2012
Wells Fargo Bank, N.A. 2011 - 2012
Zions Bancorporation 2010 - 2011
LPL Financial 2007 - 2010
Pacific Western Bank 2006 - 2007
Security Business Bank of San Diego 2005 - 2006
Wells Fargo 2004 - 2005
Sterling Savings Bank 2003 - 2005
Skills
Financial Services, Access, Process Improvement, Banking, Accounting, Software Documentation, Data Entry, Microsoft Word, Time Management, Sales, Microsoft Excel, Customer Service, Financial Analysis, Treasury Management, OFAC, Credit, ACH, Databases, Invoicing, Accounts Payable, Accounts Receivable, Portfolio Management, Spanish Translation, Business Process..., Technical Analysis, Public Speaking, Presentation Skills, Leadership, Organization Skills, Communication, Written Communication, Project Management, Sales Commissions, Investments, Brokerage, Finance, Financial Reporting, 1099 Preparation
Education
Arizona State University 2010 — 2012
Bachelor of Arts, Communication Studies
San Diego City College 2005 — 2006
Associate in Arts, Transfer Studies, 3.5
LPL Financial November 2013 - Present
Wilmington Trust 2012 - 2013
Avnet Technology Solutions 2012 - 2012
Wells Fargo Bank, N.A. 2011 - 2012
Zions Bancorporation 2010 - 2011
LPL Financial 2007 - 2010
Pacific Western Bank 2006 - 2007
Security Business Bank of San Diego 2005 - 2006
Wells Fargo 2004 - 2005
Sterling Savings Bank 2003 - 2005
Skills
Financial Services, Access, Process Improvement, Banking, Accounting, Software Documentation, Data Entry, Microsoft Word, Time Management, Sales, Microsoft Excel, Customer Service, Financial Analysis, Treasury Management, OFAC, Credit, ACH, Databases, Invoicing, Accounts Payable, Accounts Receivable, Portfolio Management, Spanish Translation, Business Process..., Technical Analysis, Public Speaking, Presentation Skills, Leadership, Organization Skills, Communication, Written Communication, Project Management, Sales Commissions, Investments, Brokerage, Finance, Financial Reporting, 1099 Preparation
Education
Arizona State University 2010 — 2012
Bachelor of Arts, Communication Studies
San Diego City College 2005 — 2006
Associate in Arts, Transfer Studies, 3.5
Adria Bivens's LPL Financial Experience March 2015 - August 2015
Job Corporate Communications Strategist
Industry Public Relations and Communications
Experience
Time Warner Cable 2015 - Present
Aaron and Burney Bivens Funeral Home and Cremation Services July 2009 - Present
LPL Financial March 2015 - August 2015
Time Warner Cable 2013 - 2015
Delhaize America 2010 - 2013
Central Piedmont Community College and University of Phoenix 2007 - 2013
City of Charlotte 2007 - 2010
Lowe's Companies, Inc. 2006 - 2007
Stanley Associates, Inc. (now CGI) 2005 - 2006
Skills
Internal Communications, Corporate Communications, Community Relations, Public Speaking, Communications Project..., Strategic Communications, Public Relations, Press Releases, Communications..., Editing, Social Media, Community Development, Media Relations, Crisis Communications, Newsletters, Leadership, Event Planning, Marketing Communications, Speech Writing, Interpersonal...
Education
Hampton University 2000 — 2004
B.A., Media Management
American University 2004 — 2005
M.A., Communication
Time Warner Cable 2015 - Present
Aaron and Burney Bivens Funeral Home and Cremation Services July 2009 - Present
LPL Financial March 2015 - August 2015
Time Warner Cable 2013 - 2015
Delhaize America 2010 - 2013
Central Piedmont Community College and University of Phoenix 2007 - 2013
City of Charlotte 2007 - 2010
Lowe's Companies, Inc. 2006 - 2007
Stanley Associates, Inc. (now CGI) 2005 - 2006
Skills
Internal Communications, Corporate Communications, Community Relations, Public Speaking, Communications Project..., Strategic Communications, Public Relations, Press Releases, Communications..., Editing, Social Media, Community Development, Media Relations, Crisis Communications, Newsletters, Leadership, Event Planning, Marketing Communications, Speech Writing, Interpersonal...
Education
Hampton University 2000 — 2004
B.A., Media Management
American University 2004 — 2005
M.A., Communication
Monica Keyes Monica Keyes's LPL Financial Experience November 2012 - Present
Job Retired 30 years of Administrative Assistant
Industry Financial Services
Experience
LPL Financial November 2012 - Present
ING Financial Partners / LPL Financial May 2006 - November 2012
University of MN Extension / Anoka County May 1991 - November 2004
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Publisher
Education
Anoka Ramsey Community College
Computer
LPL Financial November 2012 - Present
ING Financial Partners / LPL Financial May 2006 - November 2012
University of MN Extension / Anoka County May 1991 - November 2004
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Publisher
Education
Anoka Ramsey Community College
Computer
Wesley Whitehead Wesley Whitehead's LPL Financial Experience July 2013 - Present
Job Wesley Whitehead
Industry Financial Services
Experience
LPL Financial July 2013 - Present
Education
Angelo State University
Bachelor of Science
LPL Financial July 2013 - Present
Education
Angelo State University
Bachelor of Science
Ashley Hall, PHR Ashley Hall, PHR's LPL Financial Experience April 2012 - Present
Job Senior Talent Acquisition Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial April 2012 - Present
ettain group March 2011 - March 2012
Skills
Vendor Management, Leadership, Management, SDLC, Recruiting, Customer Service, Microsoft Office, CRM, Process Improvement, Sales
Education
Appalachian State University 2006 — 2010
Marketing, Spanish, International Business
Appalachian State University
Bachelor’s Degree, Marketing
LPL Financial April 2012 - Present
ettain group March 2011 - March 2012
Skills
Vendor Management, Leadership, Management, SDLC, Recruiting, Customer Service, Microsoft Office, CRM, Process Improvement, Sales
Education
Appalachian State University 2006 — 2010
Marketing, Spanish, International Business
Appalachian State University
Bachelor’s Degree, Marketing
Joseph A. Schaeffer's LPL Financial Experience June 2008 - August 2010
Job Associate at Hickey Smith LLP
Industry Law Practice
Experience
Hickey Smith LLP November 2014 - Present
Office of General Counsel, Orange County Superior Court June 2012 - August 2012
Office of the Attorney General, Bureau of Consumer Protection August 2011 - December 2011
LPL Financial June 2008 - August 2010
LPL Financial 2008 - 2008
Skills
Legal Research, Legal Writing, Bankruptcy, Courts, Policy, Mediation, Litigation, LexisNexis, Civil Litigation, Pleadings, Public Speaking, Westlaw, Corporate Law
Education
Penn State Law 2010 — 2013
Juris Doctor, Law
San Diego State University-California State University
Bachelor of Science (BS), Finance, General
University of South Australia
Hickey Smith LLP November 2014 - Present
Office of General Counsel, Orange County Superior Court June 2012 - August 2012
Office of the Attorney General, Bureau of Consumer Protection August 2011 - December 2011
LPL Financial June 2008 - August 2010
LPL Financial 2008 - 2008
Skills
Legal Research, Legal Writing, Bankruptcy, Courts, Policy, Mediation, Litigation, LexisNexis, Civil Litigation, Pleadings, Public Speaking, Westlaw, Corporate Law
Education
Penn State Law 2010 — 2013
Juris Doctor, Law
San Diego State University-California State University
Bachelor of Science (BS), Finance, General
University of South Australia
David Mancuso's LPL Financial Experience January 2014 - Present
Job Surveillance Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2014 - Present
PNC Bank April 2012 - January 2014
PNC Investments January 2011 - April 2012
BNY Mellon, Corporate Trust August 2010 - January 2011
Chez Cirque Dueling Pianos and More December 2009 - June 2010
Michael Murphy's Dueling Piano Bar June 2009 - December 2009
Entertainment Concepts Investors, Inc September 2008 - May 2009
Wells Fargo Bank September 2007 - August 2008
M&T Bank November 2005 - September 2007
Edward Jones October 2003 - November 2005
Skills
Strategic Financial..., Training, Nonprofits, 401k, Finance, Investments, Project Management, Retirement, Superior Client Service, Securities, Risk Management, Sales
Education
Allegheny College 1998 — 2002
Bachelor of Science, Mathematics
LPL Financial January 2014 - Present
PNC Bank April 2012 - January 2014
PNC Investments January 2011 - April 2012
BNY Mellon, Corporate Trust August 2010 - January 2011
Chez Cirque Dueling Pianos and More December 2009 - June 2010
Michael Murphy's Dueling Piano Bar June 2009 - December 2009
Entertainment Concepts Investors, Inc September 2008 - May 2009
Wells Fargo Bank September 2007 - August 2008
M&T Bank November 2005 - September 2007
Edward Jones October 2003 - November 2005
Skills
Strategic Financial..., Training, Nonprofits, 401k, Finance, Investments, Project Management, Retirement, Superior Client Service, Securities, Risk Management, Sales
Education
Allegheny College 1998 — 2002
Bachelor of Science, Mathematics
Freda Wilson Freda Wilson's LPL Financial Experience April 2005 - January 2006
Job Software Quality Assurance Test Engineer II at Outerwall (ecoATM)
Industry Information Technology and Services
Experience
ecoATM June 2015 - Present
HELP Enterprise January 1999 - Present
APEX Systems -Consultant September 2013 - June 2015
Freda Wilson September 2013 - September 2014
METRO 2011 - December 2013
Bethel University 2008 - 2012
Gizmo5 Technologies Inc February 2007 - April 2008
College Loan Corporation March 2006 - January 2007
LPL Financial April 2005 - January 2006
Electronic Data Systems July 1998 - April 2004
Skills
Oracle SQL, Microsoft SQL Server, Access, excel, Microsoft Word, PowerPoint, Visual Basic, Test Planning, Test Cases, Operations Management, Event Management, Program Management, Project Management, Program Development, Non-profits, Non-profit..., women's programs, Pastoral Counseling, Pastoral Care, Pastoring, Expository Preaching, Teaching Adults, Software Quality..., Conference Coordination, Volunteer Management, Volunteer Training, Non-profit Volunteer, Community Outreach, Regression Testing, User Acceptance Testing, Manual Testing, Communication Skills, SQL, SDLC, Testing, Nonprofits, Leadership, Quality Assurance, Databases, SharePoint, Training, Management, Oracle, Mobile Applications, Preaching, Theology, Agile Project Management, Agile Methodologies, Recruiting, Leadership Development
Education
Bethel Seminary San Diego 2008 — 2012
Master of Arts, Applied Ministry
DeVry University
Bachelor of Science, Computer Information Systems
Logos Bible College
Master of Arts, Church Administration
ecoATM June 2015 - Present
HELP Enterprise January 1999 - Present
APEX Systems -Consultant September 2013 - June 2015
Freda Wilson September 2013 - September 2014
METRO 2011 - December 2013
Bethel University 2008 - 2012
Gizmo5 Technologies Inc February 2007 - April 2008
College Loan Corporation March 2006 - January 2007
LPL Financial April 2005 - January 2006
Electronic Data Systems July 1998 - April 2004
Skills
Oracle SQL, Microsoft SQL Server, Access, excel, Microsoft Word, PowerPoint, Visual Basic, Test Planning, Test Cases, Operations Management, Event Management, Program Management, Project Management, Program Development, Non-profits, Non-profit..., women's programs, Pastoral Counseling, Pastoral Care, Pastoring, Expository Preaching, Teaching Adults, Software Quality..., Conference Coordination, Volunteer Management, Volunteer Training, Non-profit Volunteer, Community Outreach, Regression Testing, User Acceptance Testing, Manual Testing, Communication Skills, SQL, SDLC, Testing, Nonprofits, Leadership, Quality Assurance, Databases, SharePoint, Training, Management, Oracle, Mobile Applications, Preaching, Theology, Agile Project Management, Agile Methodologies, Recruiting, Leadership Development
Education
Bethel Seminary San Diego 2008 — 2012
Master of Arts, Applied Ministry
DeVry University
Bachelor of Science, Computer Information Systems
Logos Bible College
Master of Arts, Church Administration
R. Michael Rollins, CFP® R. Michael Rollins, CFP®'s LPL Financial Experience August 2013 - Present
Job Senior Compliance Analyst
Industry Financial Services
Experience
LPL Financial August 2013 - Present
MML Investors Services, LLC. April 2011 - August 2013
Skills
FINRA Series 7, FINRA Series 24, FINRA Series 53, FINRA Series 63, FINRA Series 65, Certified Financial...
Education
Cannon Regional Trust School 1999 — 2000
Certificate, Personal Trust
College for Financial Planning 1991 — 1993
Certificate, Personal Financial Planning
Appalachian State University 1975 — 1978
BS, Education
LPL Financial August 2013 - Present
MML Investors Services, LLC. April 2011 - August 2013
Skills
FINRA Series 7, FINRA Series 24, FINRA Series 53, FINRA Series 63, FINRA Series 65, Certified Financial...
Education
Cannon Regional Trust School 1999 — 2000
Certificate, Personal Trust
College for Financial Planning 1991 — 1993
Certificate, Personal Financial Planning
Appalachian State University 1975 — 1978
BS, Education
Kyle Kranzley Kyle Kranzley's LPL Financial Experience August 2011 - Present
Job Certified Financial Planner
Industry Financial Services
Experience
LPL Financial August 2011 - Present
Ameriprise Financial Services, Inc. June 2005 - August 2011
Skills
Finance, Financial Services, Investments, Series 63, Fixed Annuities, Strategic Financial..., Mutual Funds, Wealth Management, Retirement, Series 7, Retirement Planning, Investment Advisory, Asset Allocation, Securities, Financial Advisory, 401k, FINRA, Investment Strategies, Estate Planning, Financial Planners, IRAs, 401k Rollovers, Uniform Combined State..., Saving for Education, Alternative Investments, 529 Plans, Wealth, Certified Financial..., Personal Financial..., Financial Planning
Education
Arcadia University 2001 — 2005
BA, Business Adminstration
LPL Financial August 2011 - Present
Ameriprise Financial Services, Inc. June 2005 - August 2011
Skills
Finance, Financial Services, Investments, Series 63, Fixed Annuities, Strategic Financial..., Mutual Funds, Wealth Management, Retirement, Series 7, Retirement Planning, Investment Advisory, Asset Allocation, Securities, Financial Advisory, 401k, FINRA, Investment Strategies, Estate Planning, Financial Planners, IRAs, 401k Rollovers, Uniform Combined State..., Saving for Education, Alternative Investments, 529 Plans, Wealth, Certified Financial..., Personal Financial..., Financial Planning
Education
Arcadia University 2001 — 2005
BA, Business Adminstration
Renee Gardin Renee Gardin's LPL Financial Experience April 2007 - Present
Job Client Compensation at LPL
Industry Financial Services
Experience
LPL Financial April 2007 - Present
GE Capital June 2000 - April 2006
Skills
Customer Service, Project Management, Microsoft Word, Management, Leadership, Microsoft Office, Marketing, Microsoft Excel, Product Development, Strategic Planning
Education
American InterContinental University 2003 — 2005
Bachelor of Fine Arts (BFA), Photography
Central Piedmont Community College
LPL Financial April 2007 - Present
GE Capital June 2000 - April 2006
Skills
Customer Service, Project Management, Microsoft Word, Management, Leadership, Microsoft Office, Marketing, Microsoft Excel, Product Development, Strategic Planning
Education
American InterContinental University 2003 — 2005
Bachelor of Fine Arts (BFA), Photography
Central Piedmont Community College
Ricardo Meneses, PHR Ricardo Meneses, PHR's LPL Financial Experience November 2012 - Present
Job Operations Executive
Industry Financial Services
Experience
LPL Financial November 2012 - Present
LPL Financial March 2008 - November 2012
LPL Financial March 2007 - March 2008
LPL Financial September 2004 - March 2007
United States Marine Corps August 1998 - August 2002
Skills
Human Resources, Leadership, Insurance, Management, Sales, Analysis, Project Planning, Performance Management, Change Management, Team Leadership, Operations Management, Business Process..., Microsoft Office, Call Centers, Problem Solving, Microsoft Excel, Microsoft Word, Project Management
Education
American InterContinental University 2007 — 2009
BA, Business Administration and Management, General
Rancho Bernardo High 1994 — 1998
Diploma
LPL Financial November 2012 - Present
LPL Financial March 2008 - November 2012
LPL Financial March 2007 - March 2008
LPL Financial September 2004 - March 2007
United States Marine Corps August 1998 - August 2002
Skills
Human Resources, Leadership, Insurance, Management, Sales, Analysis, Project Planning, Performance Management, Change Management, Team Leadership, Operations Management, Business Process..., Microsoft Office, Call Centers, Problem Solving, Microsoft Excel, Microsoft Word, Project Management
Education
American InterContinental University 2007 — 2009
BA, Business Administration and Management, General
Rancho Bernardo High 1994 — 1998
Diploma
David Studer, CFA David Studer, CFA's LPL Financial Experience June 2012 - Present
Job VP Product Strategy and Platform Development at LPL Financial
Industry Investment Management
Experience
LPL Financial June 2012 - Present
Nuveen Investments May 2004 - November 2008
CheckFree Investment Services November 2003 - April 2004
PIMCO Advisors, Allianz Investments January 2002 - October 2003
Nicholas Applegate Capital Management June 1992 - January 2002
Education
Arizona State University
Bachelors, Corporate Finance
LPL Financial June 2012 - Present
Nuveen Investments May 2004 - November 2008
CheckFree Investment Services November 2003 - April 2004
PIMCO Advisors, Allianz Investments January 2002 - October 2003
Nicholas Applegate Capital Management June 1992 - January 2002
Education
Arizona State University
Bachelors, Corporate Finance
Juliet Good's LPL Financial Experience 2006 - 2009
Job State Farm Agent
Industry Insurance
Experience
State Farm Insurance August 2012 - Present
State Farm Insurance November 2009 - November 2011
LPL Financial 2006 - 2009
Vanguard 2005 - 2006
Skills
Team Building, Marketing Strategy, Marketing, Insurance, Health Insurance, Life Insurance, Property & Casualty..., Underwriting, Retirement Planning, Customer Service, Commercial Insurance, Series 6
Education
Appalachian State University 2001 — 2005
BSBA, Marketing
Cardinal Mooney High School 1997 — 2001
college prep
State Farm Insurance August 2012 - Present
State Farm Insurance November 2009 - November 2011
LPL Financial 2006 - 2009
Vanguard 2005 - 2006
Skills
Team Building, Marketing Strategy, Marketing, Insurance, Health Insurance, Life Insurance, Property & Casualty..., Underwriting, Retirement Planning, Customer Service, Commercial Insurance, Series 6
Education
Appalachian State University 2001 — 2005
BSBA, Marketing
Cardinal Mooney High School 1997 — 2001
college prep
Marcus Seabock Marcus Seabock's LPL Financial Experience July 2009 - Present
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial July 2009 - Present
Morgan Stanley Smith Barney March 1999 - June 2009
xpedx March 1982 - March 1999
Skills
Portfolio Management, Finance, Wealth Management, Financial Markets, Economics, Asset Allocation, Financial Advisory, Securities, Investments, Asset Management, Wealth Management..., 401k Rollovers, Financial Services, Investment Strategies, Wealth, Mutual Funds
Education
Appalachian State University 1976 — 1978
BSBA, Business Administration
Wake Forest University 1974 — 1976
Liberal Arts
LPL Financial July 2009 - Present
Morgan Stanley Smith Barney March 1999 - June 2009
xpedx March 1982 - March 1999
Skills
Portfolio Management, Finance, Wealth Management, Financial Markets, Economics, Asset Allocation, Financial Advisory, Securities, Investments, Asset Management, Wealth Management..., 401k Rollovers, Financial Services, Investment Strategies, Wealth, Mutual Funds
Education
Appalachian State University 1976 — 1978
BSBA, Business Administration
Wake Forest University 1974 — 1976
Liberal Arts
David Hellinger's LPL Financial Experience 2010 - Present
Job LPL Financial Advisor
Industry Financial Services
Experience
LPL Financial 2010 - Present
Ameriprise Financial Services, Inc. 2003 - April 2010
Sante Wine Distributors 2001 - 2002
The Grateful Palate 2000 - 2002
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Portfolio Management, Investments, Retirement, Financial Advisory, Investment Advisory, Wealth, Wealth Management, Financial Planners, Asset Protection, Financial Services, Securities, Asset Management, Asset Allocation, Financial Planning
Education
University of North Carolina at Chapel Hill
BA, Political Science
Appalachian State University 1993 — 1995
Bishop McGuinness 1988 — 1993
LPL Financial 2010 - Present
Ameriprise Financial Services, Inc. 2003 - April 2010
Sante Wine Distributors 2001 - 2002
The Grateful Palate 2000 - 2002
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Portfolio Management, Investments, Retirement, Financial Advisory, Investment Advisory, Wealth, Wealth Management, Financial Planners, Asset Protection, Financial Services, Securities, Asset Management, Asset Allocation, Financial Planning
Education
University of North Carolina at Chapel Hill
BA, Political Science
Appalachian State University 1993 — 1995
Bishop McGuinness 1988 — 1993
David Dallabrida's LPL Financial Experience February 2014 - May 2015
Job Chief Operations Officer at Elite Transition Consultants
Industry Financial Services
Experience
Elite Transition Consultants July 2015 - Present
LPL Financial February 2014 - May 2015
LPL Financial January 2013 - February 2014
LPL Financial June 2011 - January 2013
LPL Financial January 2008 - May 2011
Spy Optic February 2006 - June 2007
First Columbia Bank & Trust Co. July 2004 - January 2006
Skills
Series 7, Series 66, Business Consulting, Practice Management, Inventory Management, Process Improvement, Financial Services, Customer Service, Business Analysis, Microsoft Office, Project Managment, Salesforce
Education
Alvernia College 2000 — 2004
Bachelor's, Sport Management
Elite Transition Consultants July 2015 - Present
LPL Financial February 2014 - May 2015
LPL Financial January 2013 - February 2014
LPL Financial June 2011 - January 2013
LPL Financial January 2008 - May 2011
Spy Optic February 2006 - June 2007
First Columbia Bank & Trust Co. July 2004 - January 2006
Skills
Series 7, Series 66, Business Consulting, Practice Management, Inventory Management, Process Improvement, Financial Services, Customer Service, Business Analysis, Microsoft Office, Project Managment, Salesforce
Education
Alvernia College 2000 — 2004
Bachelor's, Sport Management
John Tershel John Tershel's LPL Financial Experience August 2010 - December 2010
Job Change Manager/Operational Risk
Industry Financial Services
Experience
Bank of America March 2014 - Present
Bank of America August 2012 - November 2013
Nationwide Insurance October 2011 - March 2012
PNC January 2011 - October 2011
LPL Financial August 2010 - December 2010
Wells Fargo January 2009 - February 2010
E*TRADE Financial March 2006 - August 2008
Skills
AML Investigations, AML Compliance, BSA Compliance, USA PATRIOT Act, Internal Audit, Bank Secrecy Act, AML, Compliance, OFAC, Risk Management
Education
Appalachian State University 1982 — 1986
BS, Marketing/Finance
Bank of America March 2014 - Present
Bank of America August 2012 - November 2013
Nationwide Insurance October 2011 - March 2012
PNC January 2011 - October 2011
LPL Financial August 2010 - December 2010
Wells Fargo January 2009 - February 2010
E*TRADE Financial March 2006 - August 2008
Skills
AML Investigations, AML Compliance, BSA Compliance, USA PATRIOT Act, Internal Audit, Bank Secrecy Act, AML, Compliance, OFAC, Risk Management
Education
Appalachian State University 1982 — 1986
BS, Marketing/Finance
Erin Furman Erin Furman's LPL Financial Experience July 2014 - Present
Job Digital Marketing Consultant at LPL Financial
Industry Marketing and Advertising
Experience
LPL Financial July 2014 - Present
Nordstrom August 2013 - June 2014
Nordstrom November 2012 - August 2013
Grandview Preparatory School 2011 - 2012
Doyon Elementary School 2009 - 2011
Ipswich High School 2009 - 2011
Turner Hill Golf Course 2006 - 2011
Crosby Design Group February 2005 - August 2005
Skills
Microsoft Office, Customer Service, PowerPoint, Event Planning, Public Relations, Sales, Microsoft Word, Event Management, Microsoft Excel, Communication, Teaching, Management, Retail, Merchandising, Visual Merchandising, Adobe Creative Suite, Adobe CQ5, Training & Development
Education
Arizona State University 2005 — 2009
Bachelor of Arts (BA), Elementary Education
LPL Financial July 2014 - Present
Nordstrom August 2013 - June 2014
Nordstrom November 2012 - August 2013
Grandview Preparatory School 2011 - 2012
Doyon Elementary School 2009 - 2011
Ipswich High School 2009 - 2011
Turner Hill Golf Course 2006 - 2011
Crosby Design Group February 2005 - August 2005
Skills
Microsoft Office, Customer Service, PowerPoint, Event Planning, Public Relations, Sales, Microsoft Word, Event Management, Microsoft Excel, Communication, Teaching, Management, Retail, Merchandising, Visual Merchandising, Adobe Creative Suite, Adobe CQ5, Training & Development
Education
Arizona State University 2005 — 2009
Bachelor of Arts (BA), Elementary Education
Darrin Nagengast's LPL Financial Experience May 2010 - August 2010
Job Student at MakerSquare
Industry Computer Software
Experience
Deloitte Consulting July 2012 - October 2014
Ross Social Venture Fund December 2010 - March 2012
Walt Disney Imagineering May 2011 - August 2011
LPL Financial May 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Data Analysis, Management Consulting, Microsoft Excel, Market Research, Microsoft Office, Strategic Planning, Analysis, Analytics, Social Entrepreneurship, Finance, Business Analysis, Due Diligence, Project Management, PowerPoint, Business Strategy, Strategy, Corporate Finance, Valuation, Financial Reporting, Storyboarding, Manage Client..., Business Case..., Requirements Gathering, Visual Basic, Tableau
Education
MakerSquare 2015 — 2015
Advanced Software Engineering Immersive
Thinkful 2015 — 2015
Web Development Certificate - Frontend in AngularJS
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Bachelor of Business Administration (With High Distinction), Finance and Business Information Technology
Troy High School 2004 — 2008
Deloitte Consulting July 2012 - October 2014
Ross Social Venture Fund December 2010 - March 2012
Walt Disney Imagineering May 2011 - August 2011
LPL Financial May 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Data Analysis, Management Consulting, Microsoft Excel, Market Research, Microsoft Office, Strategic Planning, Analysis, Analytics, Social Entrepreneurship, Finance, Business Analysis, Due Diligence, Project Management, PowerPoint, Business Strategy, Strategy, Corporate Finance, Valuation, Financial Reporting, Storyboarding, Manage Client..., Business Case..., Requirements Gathering, Visual Basic, Tableau
Education
MakerSquare 2015 — 2015
Advanced Software Engineering Immersive
Thinkful 2015 — 2015
Web Development Certificate - Frontend in AngularJS
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Bachelor of Business Administration (With High Distinction), Finance and Business Information Technology
Troy High School 2004 — 2008
Tiffany Congilosi Tiffany Congilosi's LPL Financial Experience May 2010 - October 2011
Job Experienced Accounting Professional
Industry Accounting
Experience
Xylem Water & Wastewater (Xylem Inc.) June 2015 - Present
MW Orlando CPA July 2012 - March 2015
Seaside Wealth Management October 2011 - July 2012
LPL Financial May 2010 - October 2011
Alfred State College January 2007 - May 2010
Skills
Microsoft Office, Service Management, Customer Service, Customer Oriented, Finance, Operations Management, Operating Systems, Office Management, Strategic Financial..., QuickBooks, Accounting, Microsoft Excel, Payroll, Financial Reporting, Bookkeeping, Time Management, Budgets, Leadership, Financial Planning, Microsoft Word, PowerPoint
Education
Alfred State College - SUNY College of Technology 2006 — 2010
Bachelor of Business Administration (BBA), Financial Planning and Services
Alfred State College - SUNY College of Technology 2006 — 2008
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Xylem Water & Wastewater (Xylem Inc.) June 2015 - Present
MW Orlando CPA July 2012 - March 2015
Seaside Wealth Management October 2011 - July 2012
LPL Financial May 2010 - October 2011
Alfred State College January 2007 - May 2010
Skills
Microsoft Office, Service Management, Customer Service, Customer Oriented, Finance, Operations Management, Operating Systems, Office Management, Strategic Financial..., QuickBooks, Accounting, Microsoft Excel, Payroll, Financial Reporting, Bookkeeping, Time Management, Budgets, Leadership, Financial Planning, Microsoft Word, PowerPoint
Education
Alfred State College - SUNY College of Technology 2006 — 2010
Bachelor of Business Administration (BBA), Financial Planning and Services
Alfred State College - SUNY College of Technology 2006 — 2008
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Kenneth Love Kenneth Love's LPL Financial Experience April 2014 - Present
Job Software Engineer at LPL Financial
Industry Financial Services
Experience
LPL Financial April 2014 - Present
J.S. Walker & Company, Inc. February 2012 - April 2014
Pinstripe Inc October 2011 - January 2012
MyMemoryDolls March 2010 - October 2011
SimpliFi January 2010 - September 2011
Skills
C#, Web Services, Visual Studio, Web Development, Agile Methodologies, Software Development, OOP, Programming, AJAX, Java, Maven, JPA, SharePoint, Microsoft SQL Server, JavaScript, ASP.NET, Software Documentation, Flash Builder, Unix, XML, Front-end Development, Flex Builder
Education
Appalachian State University 2005 — 2009
B.S. Computer Science, Computer Science
LPL Financial April 2014 - Present
J.S. Walker & Company, Inc. February 2012 - April 2014
Pinstripe Inc October 2011 - January 2012
MyMemoryDolls March 2010 - October 2011
SimpliFi January 2010 - September 2011
Skills
C#, Web Services, Visual Studio, Web Development, Agile Methodologies, Software Development, OOP, Programming, AJAX, Java, Maven, JPA, SharePoint, Microsoft SQL Server, JavaScript, ASP.NET, Software Documentation, Flash Builder, Unix, XML, Front-end Development, Flex Builder
Education
Appalachian State University 2005 — 2009
B.S. Computer Science, Computer Science
Bob Drury's LPL Financial Experience January 2006 - Present
Job Investment Consultant at LPL Finanical
Industry Financial Services
Experience
LPL Financial January 2006 - Present
Waddell & Reed January 1998 - December 2005
Skills
Retirement Planning, Wealth Management, Mutual Funds, Investments, Asset Allocation, Retirement, Portfolio Management, Investment Strategies, Securities, Finance
Education
American International College 1976 — 1981
Bachelor's Degree, BSBA
St. Joseph's Central High School
Pittsfield, MA
LPL Financial January 2006 - Present
Waddell & Reed January 1998 - December 2005
Skills
Retirement Planning, Wealth Management, Mutual Funds, Investments, Asset Allocation, Retirement, Portfolio Management, Investment Strategies, Securities, Finance
Education
American International College 1976 — 1981
Bachelor's Degree, BSBA
St. Joseph's Central High School
Pittsfield, MA
Drew Trabookis Drew Trabookis's LPL Financial Experience June 2013 - January 2015
Job Sr Broker Dealer Customer Service Rep at MetLife
Industry Financial Services
Experience
MetLife February 2015 - Present
LPL Financial June 2013 - January 2015
Compass Group July 2011 - March 2013
Wells Fargo Bank February 2005 - October 2010
The Home Depot February 2007 - October 2009
Wachovia Bank June 2004 - February 2005
Claremont Restaurant Group- LLC April 2001 - May 2004
Skills
Access, Accounting, Payroll, Auditing, 401k, Audit, SAP, Workbrain, SharePoint, Visio, 401k Rollovers, Account Reconciliation, Finance, Budgets, Accounts Payable, Human Resources, Analysis, Process Improvement
Education
Winthrop University 2010 — 2015
MBA, Finance
Appalachian State University 1996 — 2000
BSBA, Marketing / Hospitality Management
Eastside 1993 — 1996
MetLife February 2015 - Present
LPL Financial June 2013 - January 2015
Compass Group July 2011 - March 2013
Wells Fargo Bank February 2005 - October 2010
The Home Depot February 2007 - October 2009
Wachovia Bank June 2004 - February 2005
Claremont Restaurant Group- LLC April 2001 - May 2004
Skills
Access, Accounting, Payroll, Auditing, 401k, Audit, SAP, Workbrain, SharePoint, Visio, 401k Rollovers, Account Reconciliation, Finance, Budgets, Accounts Payable, Human Resources, Analysis, Process Improvement
Education
Winthrop University 2010 — 2015
MBA, Finance
Appalachian State University 1996 — 2000
BSBA, Marketing / Hospitality Management
Eastside 1993 — 1996
Tyler Figueroa Tyler Figueroa's LPL Financial Experience October 2014 - Present
Job Supervisor at LPL Financial
Industry Financial Services
Experience
LPL Financial October 2014 - Present
LPL Financial December 2012 - October 2014
GameStop June 2007 - December 2012
Skills
Loss Prevention, Store Management, POS, Planograms, Retail, Visual Merchandising, Retail Sales, Customer Satisfaction, Cashiering, Store Operations, Profit, Inventory Management, Merchandising, Shrinkage, Driving Results, Inventory Control, Hiring, P, Employee Training
Education
Appalachian State University 2001 — 2006
Bachelor's degree, Psychology
LPL Financial October 2014 - Present
LPL Financial December 2012 - October 2014
GameStop June 2007 - December 2012
Skills
Loss Prevention, Store Management, POS, Planograms, Retail, Visual Merchandising, Retail Sales, Customer Satisfaction, Cashiering, Store Operations, Profit, Inventory Management, Merchandising, Shrinkage, Driving Results, Inventory Control, Hiring, P, Employee Training
Education
Appalachian State University 2001 — 2006
Bachelor's degree, Psychology
Anna Moreno Anna Moreno's LPL Financial Experience April 2012 - August 2012
Job Credentialing Analyst at AMN Healthcare
Industry Hospital & Health Care
Experience
AMN Healthcare September 2014 - Present
UncommonGoods September 2013 - March 2014
UTC Aerospace Systems August 2012 - May 2013
LPL Financial April 2012 - August 2012
Target June 2011 - February 2012
Nordstrom October 2011 - December 2011
Alpha Kappa Psi Iota Tau September 2009 - May 2011
Target June 2010 - August 2010
University of San Diego January 2008 - December 2009
Target July 2009 - August 2009
Skills
Spanish, MS Office Suite, Photography, Merchandising, PowerPoint, Excel, Microsoft Office, SAP, Purchasing, Continuous Improvement, Microsoft Excel, Training, Time Management, Team Leadership, Customer Service, Leadership, Recruiting, Budgets, Sales, Logistics, Contract Negotiation
Education
University of San Diego 2007 — 2011
Business Administration, Management
The American Business school of Paris 2010 — 2010
Business Administration, Business
AMN Healthcare September 2014 - Present
UncommonGoods September 2013 - March 2014
UTC Aerospace Systems August 2012 - May 2013
LPL Financial April 2012 - August 2012
Target June 2011 - February 2012
Nordstrom October 2011 - December 2011
Alpha Kappa Psi Iota Tau September 2009 - May 2011
Target June 2010 - August 2010
University of San Diego January 2008 - December 2009
Target July 2009 - August 2009
Skills
Spanish, MS Office Suite, Photography, Merchandising, PowerPoint, Excel, Microsoft Office, SAP, Purchasing, Continuous Improvement, Microsoft Excel, Training, Time Management, Team Leadership, Customer Service, Leadership, Recruiting, Budgets, Sales, Logistics, Contract Negotiation
Education
University of San Diego 2007 — 2011
Business Administration, Management
The American Business school of Paris 2010 — 2010
Business Administration, Business
Kelley Williams Kelley Williams's LPL Financial Experience May 2012 - July 2012
Job UX Web Designer & Usability Analyst
Industry Internet
Experience
Freelance January 2014 - Present
WebsiteBiz July 2013 - Present
LPL Financial May 2012 - July 2012
Archer Daniels Midland August 2009 - November 2011
Blue Sky Commercial Decor January 2009 - July 2009
Lowe's November 2008 - February 2009
Wachovia June 2008 - October 2008
Bank of America January 2007 - May 2007
Skills
Web Design, Interaction Design, User-centered Design, HTML + CSS, Adobe Creative Suite, Photoshop, Dreamweaver, Fireworks, SharePoint, JavaScript, jQuery, HTML5, CSS3, Wire Framing, Rapid Prototyping, Semantic HTML, HTML, CSS, UX DESIGN, HTML 5, XHTML, Adobe Fireworks, Flash, Web Development, SEO, Illustrator, User Experience, User Interface Design, Usability, Wireframes, Layout, Front-end, Graphic Design, Banners, Usability Testing, User Experience Design
Education
Human Factors International 2013 — 2013
Certification, Certified Usability Analyst (CUA) and User Experience (UX) Designer
Appalachian State University 2002 — 2005
BFA, Graphic Design, 3.44
University of North Carolina at Charlotte 1999 — 2002
Freelance January 2014 - Present
WebsiteBiz July 2013 - Present
LPL Financial May 2012 - July 2012
Archer Daniels Midland August 2009 - November 2011
Blue Sky Commercial Decor January 2009 - July 2009
Lowe's November 2008 - February 2009
Wachovia June 2008 - October 2008
Bank of America January 2007 - May 2007
Skills
Web Design, Interaction Design, User-centered Design, HTML + CSS, Adobe Creative Suite, Photoshop, Dreamweaver, Fireworks, SharePoint, JavaScript, jQuery, HTML5, CSS3, Wire Framing, Rapid Prototyping, Semantic HTML, HTML, CSS, UX DESIGN, HTML 5, XHTML, Adobe Fireworks, Flash, Web Development, SEO, Illustrator, User Experience, User Interface Design, Usability, Wireframes, Layout, Front-end, Graphic Design, Banners, Usability Testing, User Experience Design
Education
Human Factors International 2013 — 2013
Certification, Certified Usability Analyst (CUA) and User Experience (UX) Designer
Appalachian State University 2002 — 2005
BFA, Graphic Design, 3.44
University of North Carolina at Charlotte 1999 — 2002
Renee Scherzer's LPL Financial Experience August 2006 - Present
Job Registered Principal, LPL Financial
Industry Financial Services
Experience
LPL Financial August 2006 - Present
OneAmerica March 2001 - August 2006
Skills
Due Diligence, 401k, Retirement, Retirement Plan..., Retirement Planning, Defined Benefit, Asset Allocation, Investments, Series 7, ERISA, Profit Sharing, Strategic Financial...
Education
Arizona State University
Bachelor of Science (BS), Finance, General
Chaparral
LPL Financial August 2006 - Present
OneAmerica March 2001 - August 2006
Skills
Due Diligence, 401k, Retirement, Retirement Plan..., Retirement Planning, Defined Benefit, Asset Allocation, Investments, Series 7, ERISA, Profit Sharing, Strategic Financial...
Education
Arizona State University
Bachelor of Science (BS), Finance, General
Chaparral
Maura Kautsky's LPL Financial Experience August 2007 - December 2009
Job VP Marketing
Industry Marketing and Advertising
Experience
Defender Direct December 2009 - July 2013
LPL Financial August 2007 - December 2009
OneAmerica April 2004 - July 2007
Conseco September 1991 - March 2003
Skills
Brand Management, Strategic Planning, Account Management, Public Relations, Event Planning, Lead Generation, Multi-channel Marketing, Digital Marketing, Direct Marketing, Marketing Strategy, Marketing Communications, Advertising, Event Management, Creative Direction, Online Marketing, Integrated Marketing, Online Advertising, Social Media Marketing, Marketing Research, Marketing Management, B2B, SEO, New Business Development, SEM, Sales Management, Customer Acquisition, Brand Development, Competitive Analysis, PPC, Social Media, Mobile Marketing, Corporate Communications, Market Planning, Social Networking, Digital Strategy, Interactive Marketing, Product Marketing, Strategy, Media Planning, Market Research, Leadership, Sales, Management, Product Development, Team Building, Marketing, Email Marketing, Direct Mail, Business Development, CRM
Education
Arizona State University
Interior Design
Indiana University-Purdue University at Indianapolis
Bachelor of Arts (B.A.), Marketing/Marketing Management, General
Defender Direct December 2009 - July 2013
LPL Financial August 2007 - December 2009
OneAmerica April 2004 - July 2007
Conseco September 1991 - March 2003
Skills
Brand Management, Strategic Planning, Account Management, Public Relations, Event Planning, Lead Generation, Multi-channel Marketing, Digital Marketing, Direct Marketing, Marketing Strategy, Marketing Communications, Advertising, Event Management, Creative Direction, Online Marketing, Integrated Marketing, Online Advertising, Social Media Marketing, Marketing Research, Marketing Management, B2B, SEO, New Business Development, SEM, Sales Management, Customer Acquisition, Brand Development, Competitive Analysis, PPC, Social Media, Mobile Marketing, Corporate Communications, Market Planning, Social Networking, Digital Strategy, Interactive Marketing, Product Marketing, Strategy, Media Planning, Market Research, Leadership, Sales, Management, Product Development, Team Building, Marketing, Email Marketing, Direct Mail, Business Development, CRM
Education
Arizona State University
Interior Design
Indiana University-Purdue University at Indianapolis
Bachelor of Arts (B.A.), Marketing/Marketing Management, General
Timothy J Dierkes, CLU, ChFC, CFP® Timothy J Dierkes, CLU, ChFC, CFP®'s LPL Financial Experience June 2011 - Present
Job Registered Principal at LPL Finanical
Industry Financial Services
Experience
LPL Financial June 2011 - Present
Texans Financial January 2006 - June 2011
CUNA Brokerage Services, Inc October 1994 - June 2011
IDS/American Express Financial Advisors December 1993 - July 1994
Pronet Medical Communications February 1991 - December 1993
US Air Force October 1984 - April 1988
Skills
Certified Financial..., Life & Health Insurance..., Securities Licenses, Pre-Retirement Planning, Post-Retirement Income..., College Savings Planning, Asset Allocation..., Savings and Investment..., Spousal-Survivorship..., Long-Term Care Planning, Pre-Divorce Finnancial..., Post-Divorce Financial..., Financial Literacy..., Educational Workshops, Securities, Strategic Financial..., IRAs, College Savings Plans, Investments, Retirement Planning, Financial Advisory, Long-term Care, Estate Planning, Retirement, 401k, Insurance, Investment Strategies, Fixed Annuities, Financial Services, Financial Planners, Asset Allocation, Wealth Management, Mutual Funds, Investment Advisory, Wealth, Finance, Wealth Accumulation, Life Insurance, Pensions, Investment Management, Financial Goals, Alternative Investments, Roth IRA, Variable Annuities, Asset Management, 401k Rollovers, Financial Planning
Education
Angelo State University 1988 — 1990
Bachelor of Arts, History, Art, Grade 6-12 Teaching Certification
College of DuPage 1983 — 1984
None, General
LPL Financial June 2011 - Present
Texans Financial January 2006 - June 2011
CUNA Brokerage Services, Inc October 1994 - June 2011
IDS/American Express Financial Advisors December 1993 - July 1994
Pronet Medical Communications February 1991 - December 1993
US Air Force October 1984 - April 1988
Skills
Certified Financial..., Life & Health Insurance..., Securities Licenses, Pre-Retirement Planning, Post-Retirement Income..., College Savings Planning, Asset Allocation..., Savings and Investment..., Spousal-Survivorship..., Long-Term Care Planning, Pre-Divorce Finnancial..., Post-Divorce Financial..., Financial Literacy..., Educational Workshops, Securities, Strategic Financial..., IRAs, College Savings Plans, Investments, Retirement Planning, Financial Advisory, Long-term Care, Estate Planning, Retirement, 401k, Insurance, Investment Strategies, Fixed Annuities, Financial Services, Financial Planners, Asset Allocation, Wealth Management, Mutual Funds, Investment Advisory, Wealth, Finance, Wealth Accumulation, Life Insurance, Pensions, Investment Management, Financial Goals, Alternative Investments, Roth IRA, Variable Annuities, Asset Management, 401k Rollovers, Financial Planning
Education
Angelo State University 1988 — 1990
Bachelor of Arts, History, Art, Grade 6-12 Teaching Certification
College of DuPage 1983 — 1984
None, General
Marshall Kirk Marshall Kirk's LPL Financial Experience January 2013 - August 2014
Job Senior Systems Analyst EDI at Belk
Industry Information Technology and Services
Experience
Belk October 2014 - Present
Wells Fargo Advisors October 2013 - October 2014
LPL Financial January 2013 - August 2014
Bank of America (Consultant) June 2012 - December 2012
Ally Financial - (Consultant) May 2010 - May 2012
Wachovia, A Wells Fargo Company August 2009 - March 2010
Belk April 2000 - March 2009
Belk April 1996 - April 2000
Belk April 1992 - April 1996
Skills
Business Analysis, SQL, Retail, Technical Analysis, SDLC, Visio, Requirements Analysis, Integration, Requirements Gathering, DB2, SharePoint, COBOL
Education
Appalachian State University 1978 — 1984
BSBA, Information Technology, Business Management
Belk October 2014 - Present
Wells Fargo Advisors October 2013 - October 2014
LPL Financial January 2013 - August 2014
Bank of America (Consultant) June 2012 - December 2012
Ally Financial - (Consultant) May 2010 - May 2012
Wachovia, A Wells Fargo Company August 2009 - March 2010
Belk April 2000 - March 2009
Belk April 1996 - April 2000
Belk April 1992 - April 1996
Skills
Business Analysis, SQL, Retail, Technical Analysis, SDLC, Visio, Requirements Analysis, Integration, Requirements Gathering, DB2, SharePoint, COBOL
Education
Appalachian State University 1978 — 1984
BSBA, Information Technology, Business Management
Andrei Mankouski Andrei Mankouski's LPL Financial Experience October 2013 - September 2014
Job Consultant at The Source
Industry Information Technology and Services
Experience
The Source September 2014 - Present
EPAM Systems February 2003 - Present
LPL Financial October 2013 - September 2014
TriZetto Corporation March 2012 - October 2013
Thomson Reuters February 2003 - January 2012
EPAM Systems June 1997 - February 2003
Skills
Multithreading, Reference Data, Design Patterns, Refactoring, Windows Azure, Amazon Web Services, Windows 8, WCF, REST, SOAP, Scrum, Amazon Web Services..., .NET, Test Driven Development, Visual Studio, Subversion, C#, XSLT, ASP.NET MVC, Software Design, TFS, XML, WPF, Agile Methodologies, LINQ, ASP.NET, Web Services, SOA, Object Oriented Design, Software Solution...
Education
Belaruski Dzjaržauny Pedagogiskij Universitet imja Maksima Tanka 1992 — 1997
Master
The Source September 2014 - Present
EPAM Systems February 2003 - Present
LPL Financial October 2013 - September 2014
TriZetto Corporation March 2012 - October 2013
Thomson Reuters February 2003 - January 2012
EPAM Systems June 1997 - February 2003
Skills
Multithreading, Reference Data, Design Patterns, Refactoring, Windows Azure, Amazon Web Services, Windows 8, WCF, REST, SOAP, Scrum, Amazon Web Services..., .NET, Test Driven Development, Visual Studio, Subversion, C#, XSLT, ASP.NET MVC, Software Design, TFS, XML, WPF, Agile Methodologies, LINQ, ASP.NET, Web Services, SOA, Object Oriented Design, Software Solution...
Education
Belaruski Dzjaržauny Pedagogiskij Universitet imja Maksima Tanka 1992 — 1997
Master
Jermaine M. Stanley, CISA's LPL Financial Experience December 2009 - July 2010
Job Manager at Dixon Hughes Goodman
Industry Management Consulting
Experience
Dixon Hughes Goodman LLP May 2015 - Present
McGladrey November 2011 - May 2015
Williams, Adley & Company, LLP January 2011 - November 2011
JMS Consulting, Inc, February 2009 - January 2011
LPL Financial December 2009 - July 2010
RSM McGladrey March 2006 - January 2009
DTE Energy November 2001 - March 2006
Skills
IT Audit, Corporate Governance, SOX 404, CMMI, Sarbanes-Oxley Act, CISA, Internal Audit, Auditing, Enterprise Risk..., Risk Assessment, Business Process..., Internal Controls, Sarbanes-Oxley, Risk Management, Information Security, Governance, Information Security..., Process Improvement, Information Technology, COBIT, SSAE16, IT Compliance Audits -..., Analysis, Business Process, SSAE 16, Process Engineering, Business Continuity, Executive Management, SAS70, Security, Six Sigma, Financial Risk, Management, Consulting
Education
Alabama Agricultural and Mechanical University
BS
Central Michigan University
MS
Dixon Hughes Goodman LLP May 2015 - Present
McGladrey November 2011 - May 2015
Williams, Adley & Company, LLP January 2011 - November 2011
JMS Consulting, Inc, February 2009 - January 2011
LPL Financial December 2009 - July 2010
RSM McGladrey March 2006 - January 2009
DTE Energy November 2001 - March 2006
Skills
IT Audit, Corporate Governance, SOX 404, CMMI, Sarbanes-Oxley Act, CISA, Internal Audit, Auditing, Enterprise Risk..., Risk Assessment, Business Process..., Internal Controls, Sarbanes-Oxley, Risk Management, Information Security, Governance, Information Security..., Process Improvement, Information Technology, COBIT, SSAE16, IT Compliance Audits -..., Analysis, Business Process, SSAE 16, Process Engineering, Business Continuity, Executive Management, SAS70, Security, Six Sigma, Financial Risk, Management, Consulting
Education
Alabama Agricultural and Mechanical University
BS
Central Michigan University
MS
Shashish Singh Shashish Singh's LPL Financial Experience September 2013 - Present
Job Sr Software Engineer at LPL Financial
Industry Financial Services
Experience
LPL Financial September 2013 - Present
Randstad Technologies US December 2012 - August 2013
SVAM International May 2012 - December 2012
Synechron February 2009 - May 2012
www.softdel.com April 2006 - February 2009
patni computers November 2005 - April 2006
digitalpicasso January 2003 - January 2005
Skills
Requirements Analysis, Visual Studio, Requirements Gathering, ASP.NET, C#, Microsoft SQL Server, ASP.NET AJAX, Software Project..., SDLC, WCF, VB.NET, XML, Oracle, .NET, JavaScript, OOP, ASP.NET MVC, SQL
Education
V.B.S Purvanchal University 1998 — 2002
B.Tech, Computers
Fidelis College Lucknow 1981 — 1988
Mahanagar Boys 1981 — 1988
Mahanagar Boys Lucknow 1981 — 1988
Rani Laxmi bai 1981 — 1988
St. Fidelis College, Lucknow 1981 — 1988
LPL Financial September 2013 - Present
Randstad Technologies US December 2012 - August 2013
SVAM International May 2012 - December 2012
Synechron February 2009 - May 2012
www.softdel.com April 2006 - February 2009
patni computers November 2005 - April 2006
digitalpicasso January 2003 - January 2005
Skills
Requirements Analysis, Visual Studio, Requirements Gathering, ASP.NET, C#, Microsoft SQL Server, ASP.NET AJAX, Software Project..., SDLC, WCF, VB.NET, XML, Oracle, .NET, JavaScript, OOP, ASP.NET MVC, SQL
Education
V.B.S Purvanchal University 1998 — 2002
B.Tech, Computers
Fidelis College Lucknow 1981 — 1988
Mahanagar Boys 1981 — 1988
Mahanagar Boys Lucknow 1981 — 1988
Rani Laxmi bai 1981 — 1988
St. Fidelis College, Lucknow 1981 — 1988
Sherrie Patrick Sherrie Patrick's LPL Financial Experience November 2014 - Present
Job Wealth Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial November 2014 - Present
Happy Investment Services/LPL Financial April 2013 - November 2014
Wells Fargo Advisors February 1992 - April 2013
First National Bank of Amarillo/Dominick & Dominick Inc. October 1984 - February 1992
Skills
Finance, Investments, Securities, Financial Analysis, Portfolio Management, Insurance, Financial Planning, Financial Services, Series 7
Education
Amarillo College
Associate of Science (A.S.), General Studies
LPL Financial November 2014 - Present
Happy Investment Services/LPL Financial April 2013 - November 2014
Wells Fargo Advisors February 1992 - April 2013
First National Bank of Amarillo/Dominick & Dominick Inc. October 1984 - February 1992
Skills
Finance, Investments, Securities, Financial Analysis, Portfolio Management, Insurance, Financial Planning, Financial Services, Series 7
Education
Amarillo College
Associate of Science (A.S.), General Studies
Richard Harvey Richard Harvey's LPL Financial Experience April 2007 - Present
Job AVP Advisor Recruiting
Industry Financial Services
Experience
LPL FINANCIAL April 2007 - Present
QUESTAR CAPITAL CORPORATION February 2003 - April 2007
BANC OF AMERICA INVESTMENT SERVICES May 2002 - February 2003
DLJ DIRECT June 1999 - December 2001
Skills
Investments, Recruiting, Business Development, Series 7, Financial Advisory, Competitive Analysis, Negotiation, Trading, Financial Services, Retirement Planning, Series 63, Relationship Management, Wealth Management, Mutual Funds, Training
Education
Appalachian State University 1995 — 1999
BSBA, Marketing; International Business
LPL FINANCIAL April 2007 - Present
QUESTAR CAPITAL CORPORATION February 2003 - April 2007
BANC OF AMERICA INVESTMENT SERVICES May 2002 - February 2003
DLJ DIRECT June 1999 - December 2001
Skills
Investments, Recruiting, Business Development, Series 7, Financial Advisory, Competitive Analysis, Negotiation, Trading, Financial Services, Retirement Planning, Series 63, Relationship Management, Wealth Management, Mutual Funds, Training
Education
Appalachian State University 1995 — 1999
BSBA, Marketing; International Business
Federico Boscaini's LPL Financial Experience February 2011 - January 2012
Job Real Estate
Industry Real Estate
Experience
Gershman Partners September 2015 - Present
HFF September 2014 - August 2015
First Merchants Corporation August 2012 - September 2014
The Christian Center July 2013 - July 2014
Raven Investment Fund January 2012 - May 2012
Anderson University Investment Board of Trustees October 2011 - May 2012
Anderson University August 2011 - April 2012
LPL Financial February 2011 - January 2012
Anderson University October 2008 - July 2009
National Honor Society (High School) January 2008 - May 2008
Skills
Financial Analysis, Microsoft Excel, Access, Microsoft SQL Server, Visual Studio, C#, Swimming, SQL, Tennis, Excel, Morningstar, Soccer, Italian, 10K, SQL Server, SQL database design, Commercial Real Estate..., Argus Modeling
Education
Realogic Analytics, Inc. 2014 — 2014
ARGUS Valuation, Beginner and Advanced seminar
Anderson University 2008 — 2012
Bachelor of Arts, Finance & Information Systems, 3.7 Magna Cum Laude
Buker's Tax Analysis 2013 — 2013
Tax Accounting
Omega Credit Training 2013 — 2013
Commercial Credit Analysis
Investment Banking Institute 2012 — 2012
Intensive 4 - week financial modeling and valuation training program, Investment Banking
Gershman Partners September 2015 - Present
HFF September 2014 - August 2015
First Merchants Corporation August 2012 - September 2014
The Christian Center July 2013 - July 2014
Raven Investment Fund January 2012 - May 2012
Anderson University Investment Board of Trustees October 2011 - May 2012
Anderson University August 2011 - April 2012
LPL Financial February 2011 - January 2012
Anderson University October 2008 - July 2009
National Honor Society (High School) January 2008 - May 2008
Skills
Financial Analysis, Microsoft Excel, Access, Microsoft SQL Server, Visual Studio, C#, Swimming, SQL, Tennis, Excel, Morningstar, Soccer, Italian, 10K, SQL Server, SQL database design, Commercial Real Estate..., Argus Modeling
Education
Realogic Analytics, Inc. 2014 — 2014
ARGUS Valuation, Beginner and Advanced seminar
Anderson University 2008 — 2012
Bachelor of Arts, Finance & Information Systems, 3.7 Magna Cum Laude
Buker's Tax Analysis 2013 — 2013
Tax Accounting
Omega Credit Training 2013 — 2013
Commercial Credit Analysis
Investment Banking Institute 2012 — 2012
Intensive 4 - week financial modeling and valuation training program, Investment Banking
Patty Flack Patty Flack's LPL Financial Experience July 2013 - Present
Job Regional compliance
Industry Financial Services
Experience
LPL Financial July 2013 - Present
Orlans January 2013 - July 2013
Penn Mutual January 2007 - January 2013
MetLife 1997 - 2007
Walnut Street Securities 1997 - 2006
Skills
FINRA, Series 24, Financial Services, Asset Management, Fixed Annuities, Auditing, AML, Investment Advisory
Education
Adrian College
LPL Financial July 2013 - Present
Orlans January 2013 - July 2013
Penn Mutual January 2007 - January 2013
MetLife 1997 - 2007
Walnut Street Securities 1997 - 2006
Skills
FINRA, Series 24, Financial Services, Asset Management, Fixed Annuities, Auditing, AML, Investment Advisory
Education
Adrian College
Brad Harris Brad Harris's LPL Financial Experience February 2007 - Present
Job at Perennial Financial Services
Industry Financial Services
Experience
Perennial Financial Services February 2007 - Present
LPL Financial February 2007 - Present
LPL Financial February 2007 - Present
Waddell & Reed March 2006 - February 2007
Skills
Investments, Retirement Planning, Pensions, Financial Advisory, Wealth Management..., Retirement Plan..., High Net Worth..., Strategic Financial..., Financial Services, Insurance, Small Business, Securities, Estate Planning, Finance, Investment Advisory, Financial Analysis, Wealth Management, Management, Financial Planning
Education
California Lutheran University 2013 — 2015
Master of Business Administration (M.B.A.), Financial Planning
California Lutheran University 2002 — 2003
BS
Antelope Valley College 2001 — 2002
The Master's College 2000 — 2001
Perennial Financial Services February 2007 - Present
LPL Financial February 2007 - Present
LPL Financial February 2007 - Present
Waddell & Reed March 2006 - February 2007
Skills
Investments, Retirement Planning, Pensions, Financial Advisory, Wealth Management..., Retirement Plan..., High Net Worth..., Strategic Financial..., Financial Services, Insurance, Small Business, Securities, Estate Planning, Finance, Investment Advisory, Financial Analysis, Wealth Management, Management, Financial Planning
Education
California Lutheran University 2013 — 2015
Master of Business Administration (M.B.A.), Financial Planning
California Lutheran University 2002 — 2003
BS
Antelope Valley College 2001 — 2002
The Master's College 2000 — 2001
Kurt G Kurt G's LPL Financial Experience August 2010 - May 2011
Job Manager, Quality Assurance at Certona Corporation
Industry Computer Software
Experience
Certona Corporation May 2011 - Present
LPL Financial August 2010 - May 2011
Techflow, Inc. February 2009 - May 2010
Verimatrix October 2006 - September 2008
ID Analytics January 2006 - October 2006
Bidshift, Inc. January 2005 - January 2006
Datasmith Consulting January 2003 - January 2005
Ocwen Techonology Xchange (OTX) February 2001 - December 2002
Document Sciences Corporation July 1999 - February 2001
Intuit, Inc 1994 - 1999
Skills
Quality Assurance, Agile, SQL, Testing, Software Quality..., Linux, Windows, Automation, Agile Methodologies, Software Project..., Agile Project Management, Unix, Management, Microsoft SQL Server, SDLC, Quality Center, Test Automation, Software Development, Web Applications, Regression Testing, Scrum, Test Cases, Performance Testing, Databases, Test Planning, XML, Requirements Analysis, Integration, Software Documentation, Selenium
Education
University of Phoenix 2002 — 2008
BSIT, Information Technology
Associated Technical College-San Diego
Telecommunications, Telephony and Networking Certification
Certona Corporation May 2011 - Present
LPL Financial August 2010 - May 2011
Techflow, Inc. February 2009 - May 2010
Verimatrix October 2006 - September 2008
ID Analytics January 2006 - October 2006
Bidshift, Inc. January 2005 - January 2006
Datasmith Consulting January 2003 - January 2005
Ocwen Techonology Xchange (OTX) February 2001 - December 2002
Document Sciences Corporation July 1999 - February 2001
Intuit, Inc 1994 - 1999
Skills
Quality Assurance, Agile, SQL, Testing, Software Quality..., Linux, Windows, Automation, Agile Methodologies, Software Project..., Agile Project Management, Unix, Management, Microsoft SQL Server, SDLC, Quality Center, Test Automation, Software Development, Web Applications, Regression Testing, Scrum, Test Cases, Performance Testing, Databases, Test Planning, XML, Requirements Analysis, Integration, Software Documentation, Selenium
Education
University of Phoenix 2002 — 2008
BSIT, Information Technology
Associated Technical College-San Diego
Telecommunications, Telephony and Networking Certification
Christopher Tucker Christopher Tucker's LPL Financial Experience January 2007 - May 2010
Job Senior Business Development Manager at Pactera US
Industry Staffing and Recruiting
Experience
Pactera US 2013 - Present
Adecco, Modis July 2011 - November 2013
The Analytics Factory May 2010 - July 2011
LPL Financial January 2007 - May 2010
Bank of America November 2006 - January 2007
Wachovia, A Wells Fargo Company February 2006 - November 2006
Skills
Recruiting, Sourcing, Business Development, Contract Recruitment, Relationship Management, Outsourcing, Rightshore, Best Practices, IT Outsourcing, Onshore, Offshoring, Managed Consulting, Managed Services, Talent Acquisition, Human Resources, Technical Recruiting, Interviews, Strategy, Networking, Consulting, Account Management, Cold Calling, Internet Recruiting, Team Building, Leadership, Onboarding, Negotiation, Sales Operations, Performance Management, Management, Temporary Staffing, Vendor Management, Applicant Tracking..., Staffing Services, Sales, Sales Management, CRM, IT Recruitment, Benefits Negotiation, Temporary Placement, College Recruiting, Talent Management, New Business Development, Marketing, Executive Search, Screening Resumes, Staff Augmentation, Screening, Building Relationships, Recruitment Advertising
Education
Appalachian State University 1993 — 1995
Bachelor of Science, Communications
Pactera US 2013 - Present
Adecco, Modis July 2011 - November 2013
The Analytics Factory May 2010 - July 2011
LPL Financial January 2007 - May 2010
Bank of America November 2006 - January 2007
Wachovia, A Wells Fargo Company February 2006 - November 2006
Skills
Recruiting, Sourcing, Business Development, Contract Recruitment, Relationship Management, Outsourcing, Rightshore, Best Practices, IT Outsourcing, Onshore, Offshoring, Managed Consulting, Managed Services, Talent Acquisition, Human Resources, Technical Recruiting, Interviews, Strategy, Networking, Consulting, Account Management, Cold Calling, Internet Recruiting, Team Building, Leadership, Onboarding, Negotiation, Sales Operations, Performance Management, Management, Temporary Staffing, Vendor Management, Applicant Tracking..., Staffing Services, Sales, Sales Management, CRM, IT Recruitment, Benefits Negotiation, Temporary Placement, College Recruiting, Talent Management, New Business Development, Marketing, Executive Search, Screening Resumes, Staff Augmentation, Screening, Building Relationships, Recruitment Advertising
Education
Appalachian State University 1993 — 1995
Bachelor of Science, Communications
Daniela Fricke, CFP® Daniela Fricke, CFP®'s LPL Financial Experience June 2007 - Present
Job Wealth Advisor at Partners Retirement and Wealth Management / Registered Representative at LPL Financial
Industry Financial Services
Experience
Partners Retirement and Wealth Management June 2007 - Present
LPL Financial June 2007 - Present
T. Rowe Price May 2006 - June 2007
Vista Federal Credit Union/ LPL Financial August 2004 - April 2006
Skills
Investments, Wealth Management, Retirement Planning, Insurance, Strategic Financial..., Investment Advisory, Certified Financial...
Education
Fachhochschule Wiesbaden 1999 — 2004
International Business
Partners Retirement and Wealth Management June 2007 - Present
LPL Financial June 2007 - Present
T. Rowe Price May 2006 - June 2007
Vista Federal Credit Union/ LPL Financial August 2004 - April 2006
Skills
Investments, Wealth Management, Retirement Planning, Insurance, Strategic Financial..., Investment Advisory, Certified Financial...
Education
Fachhochschule Wiesbaden 1999 — 2004
International Business
David Bodie David Bodie's LPL Financial Experience August 2009 - June 2011
Job Expeditor III
Industry Oil & Energy
Experience
LPL Financial August 2009 - June 2011
St. Lawrence Homes August 2005 - August 2008
Skills
Purchasing, Budgets, Construction, Project Planning, Strategic Planning, Training, Project Management, Procurement, Customer Service, Contract Management, Sourcing, Time Management, Leadership, Process Improvement, Process Scheduler, Contract Negotiation, Management, Account Management, Engineering
Education
Appalachian State University 1995 — 2000
BSBA
Appalachian State University 1995 — 2000
Bachelor of Business Administration (BBA)
LPL Financial August 2009 - June 2011
St. Lawrence Homes August 2005 - August 2008
Skills
Purchasing, Budgets, Construction, Project Planning, Strategic Planning, Training, Project Management, Procurement, Customer Service, Contract Management, Sourcing, Time Management, Leadership, Process Improvement, Process Scheduler, Contract Negotiation, Management, Account Management, Engineering
Education
Appalachian State University 1995 — 2000
BSBA
Appalachian State University 1995 — 2000
Bachelor of Business Administration (BBA)
Claudine Brown Claudine Brown's LPL Financial Experience February 1997 - August 2011
Job Teacher at Blythe Elementary
Industry Education Management
Experience
Blythe Elementary August 2012 - Present
LPL Financial February 1997 - August 2011
Education
University of North Carolina at Charlotte 2010 — 2012
Graduate Certificate, Elementary Education
Appalachian State University 1993 — 1997
Bachelor's degree, Marketing and Management
Blythe Elementary August 2012 - Present
LPL Financial February 1997 - August 2011
Education
University of North Carolina at Charlotte 2010 — 2012
Graduate Certificate, Elementary Education
Appalachian State University 1993 — 1997
Bachelor's degree, Marketing and Management
Sekar Arun's LPL Financial Experience March 2014 - Present
Job Assistant Vice President at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2014 - Present
Lowe's Home Improvement December 2012 - March 2014
Lowe's Home Improvement November 2011 - December 2012
Global eProcure February 2010 - November 2011
Parata Systems October 2007 - February 2010
Advance Integrated Manufacturing Systems May 2007 - August 2007
BSH Home Appliances May 2006 - May 2007
Magneti Marelli Powertrain USA LLC January 2006 - May 2006
Volvo Trucks 2005 - 2005
Skills
Strategic Sourcing, Vendor Relationship..., Fact Based Negotiations, Procurement..., Spend Analysis, Total Cost of Ownership, Total Value Management, Contract Management, Supply Chain Risk..., Global Team Management, Market Research, Supplier Performance, eSourcing tools..., Change Management, Source to Pay, SCRM, Procurement, Vendor Relationships, Management, Outsourcing, Program Management, Analysis, Leadership, Project Planning, Vendor Management, Process Improvement, Project Management, Supply Chain Management, Strategy
Education
Duke University - Fuqua School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
North Carolina State University
Master of Science (MS), Industrial Engineering
Anna University
Bachelor of Engineering, Mechanical Engineering
LPL Financial March 2014 - Present
Lowe's Home Improvement December 2012 - March 2014
Lowe's Home Improvement November 2011 - December 2012
Global eProcure February 2010 - November 2011
Parata Systems October 2007 - February 2010
Advance Integrated Manufacturing Systems May 2007 - August 2007
BSH Home Appliances May 2006 - May 2007
Magneti Marelli Powertrain USA LLC January 2006 - May 2006
Volvo Trucks 2005 - 2005
Skills
Strategic Sourcing, Vendor Relationship..., Fact Based Negotiations, Procurement..., Spend Analysis, Total Cost of Ownership, Total Value Management, Contract Management, Supply Chain Risk..., Global Team Management, Market Research, Supplier Performance, eSourcing tools..., Change Management, Source to Pay, SCRM, Procurement, Vendor Relationships, Management, Outsourcing, Program Management, Analysis, Leadership, Project Planning, Vendor Management, Process Improvement, Project Management, Supply Chain Management, Strategy
Education
Duke University - Fuqua School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
North Carolina State University
Master of Science (MS), Industrial Engineering
Anna University
Bachelor of Engineering, Mechanical Engineering
Shannon Burgett Shannon Burgett's LPL Financial Experience April 2009 - May 2010
Job Financial Consultant Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2011 - Present
Piedmont Capital Distributors April 2011 - November 2011
Nationwide Insurance May 2010 - April 2011
LPL Financial April 2009 - May 2010
Allianz Life January 2008 - March 2009
Evergreen Investments November 2005 - January 2008
Evergreen Investments March 2002 - November 2005
First Union Securities May 1999 - March 2002
First Union National Bank October 1998 - May 1999
First Union National Bank September 1997 - October 1998
Skills
Investments, Mutual Funds, Strategy, Financial Services, Strategic Financial..., Insurance, Retirement, Risk Management, Fixed Annuities, Management, Finance, Sales, Equities, Financial Advisory, Banking, Sales Operations, Business Planning, 401k, Marketing Strategy, Estate Planning
Education
Appalachian State University 1993 — 1996
BS, Industrial/Organizational Psychology
Fidelity Investments November 2011 - Present
Piedmont Capital Distributors April 2011 - November 2011
Nationwide Insurance May 2010 - April 2011
LPL Financial April 2009 - May 2010
Allianz Life January 2008 - March 2009
Evergreen Investments November 2005 - January 2008
Evergreen Investments March 2002 - November 2005
First Union Securities May 1999 - March 2002
First Union National Bank October 1998 - May 1999
First Union National Bank September 1997 - October 1998
Skills
Investments, Mutual Funds, Strategy, Financial Services, Strategic Financial..., Insurance, Retirement, Risk Management, Fixed Annuities, Management, Finance, Sales, Equities, Financial Advisory, Banking, Sales Operations, Business Planning, 401k, Marketing Strategy, Estate Planning
Education
Appalachian State University 1993 — 1996
BS, Industrial/Organizational Psychology
Charles Melka CFP®, CPA CLTC Charles Melka CFP®, CPA CLTC's LPL Financial Experience January 2015 - Present
Job Certified Financial Planner™ at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2015 - Present
GCG Financial April 1992 - January 2015
Skills
Investments, Securities, Strategic Financial..., Retirement, Series 7, Estate Planning, Wealth Management, Portfolio Management, Asset Managment, Insurance, Investment Management, Financial Advisory, Financial Analysis, Employee Benefits, Asset Allocation, Investment Strategies, Life Insurance, Alternative Investments, Asset Management, Strategy, Financial Services, Small Business, Investment Advisory, Financial Planners, Finance, Mutual Funds, Equities, Wealth Management..., 401k, Qualified Retirement..., Retirement Plan..., Non-Qualified Deferred..., Executive Benefit..., Wealth Accumulation..., Wealth Preservation..., College Funding..., College Education...
Education
Arizona State University 1982 — 1986
B.S., Finance, Accounting
St. Francis High School 1977 — 1981
LPL Financial January 2015 - Present
GCG Financial April 1992 - January 2015
Skills
Investments, Securities, Strategic Financial..., Retirement, Series 7, Estate Planning, Wealth Management, Portfolio Management, Asset Managment, Insurance, Investment Management, Financial Advisory, Financial Analysis, Employee Benefits, Asset Allocation, Investment Strategies, Life Insurance, Alternative Investments, Asset Management, Strategy, Financial Services, Small Business, Investment Advisory, Financial Planners, Finance, Mutual Funds, Equities, Wealth Management..., 401k, Qualified Retirement..., Retirement Plan..., Non-Qualified Deferred..., Executive Benefit..., Wealth Accumulation..., Wealth Preservation..., College Funding..., College Education...
Education
Arizona State University 1982 — 1986
B.S., Finance, Accounting
St. Francis High School 1977 — 1981
W. Tom Polowy, Ms's LPL Financial Experience October 2012 - March 2014
Job Financial Advisor at Valark Financial Services
Industry Financial Services
Experience
Valark Financial Services March 2014 - Present
AJC Insurance November 2013 - Present
LPL Financial October 2012 - March 2014
The Hartford August 2011 - September 2012
The Hartford August 2007 - July 2011
Liberty Mutual Insurance 2004 - 2006
American Express Financial Advisors 2003 - 2003
Skills
Claims Management, Claim, Underwriting, Disability Insurance, Workers Compensation, Customer Service, Business Analysis, Project Management, Analysis, Insurance, Reinsurance, Life Insurance, Series 7, Health Insurance, Employee Benefits, Property & Casualty..., Data Analysis, Microsoft Office, Fatwire, Adobe LiveCycle Designer, Microsoft Excel, Customer Engagement, Long Term Disability..., Short Term Disability..., Presentations, Coaching, Mentoring, Customer Retention, Networking, Wealth Management, Alternative Investments, Investment Management, Risk Management, Risk Assessment, Strategic Financial..., Financial Analysis, Retirement Planning, Stock Management, College Funding..., Leadership, 401k, Mutual Funds, Financial Advisory
Education
Albertus Magnus College 2005 — 2007
MS, Business Management
The University of Connecticut 1997 — 2002
Bachelor's degree, Exercise Physiology
Valark Financial Services March 2014 - Present
AJC Insurance November 2013 - Present
LPL Financial October 2012 - March 2014
The Hartford August 2011 - September 2012
The Hartford August 2007 - July 2011
Liberty Mutual Insurance 2004 - 2006
American Express Financial Advisors 2003 - 2003
Skills
Claims Management, Claim, Underwriting, Disability Insurance, Workers Compensation, Customer Service, Business Analysis, Project Management, Analysis, Insurance, Reinsurance, Life Insurance, Series 7, Health Insurance, Employee Benefits, Property & Casualty..., Data Analysis, Microsoft Office, Fatwire, Adobe LiveCycle Designer, Microsoft Excel, Customer Engagement, Long Term Disability..., Short Term Disability..., Presentations, Coaching, Mentoring, Customer Retention, Networking, Wealth Management, Alternative Investments, Investment Management, Risk Management, Risk Assessment, Strategic Financial..., Financial Analysis, Retirement Planning, Stock Management, College Funding..., Leadership, 401k, Mutual Funds, Financial Advisory
Education
Albertus Magnus College 2005 — 2007
MS, Business Management
The University of Connecticut 1997 — 2002
Bachelor's degree, Exercise Physiology
Donna Burtch Donna Burtch's LPL Financial Experience September 2014 - August 2015
Job Executive Assistant
Industry Executive Office
Experience
LPL Financial September 2014 - August 2015
Carl Zeiss Vision October 2012 - February 2014
Motorola Mobility Inc. January 2011 - September 2012
Imperial Capital Bank March 2005 - December 2009
Financial Women International 1999 - 2009
US Bank, SBA Division December 2001 - November 2004
University of California and Shea Homes 2001 - 2001
City National Investments (Formerly North American Trust Company) 1997 - 1999
Varied 1991 - 1997
HomeFed Bank July 1990 - November 1991
Skills
System Administration, Team Building, Financial Analysis, Microsoft Office, Customer Service, Banking, Accounting, Analytical Skills, Microsoft Excel, Business Planning, Management, Leadership, Executive Management, Auditing, Finance, Financial Reporting, Negotiation, Time Management, Market Research, Budgets, Start-ups, Administration, Credit
Education
Adelphi University
MBA, Finance
Kansas State University
Bachelor of Science
LPL Financial September 2014 - August 2015
Carl Zeiss Vision October 2012 - February 2014
Motorola Mobility Inc. January 2011 - September 2012
Imperial Capital Bank March 2005 - December 2009
Financial Women International 1999 - 2009
US Bank, SBA Division December 2001 - November 2004
University of California and Shea Homes 2001 - 2001
City National Investments (Formerly North American Trust Company) 1997 - 1999
Varied 1991 - 1997
HomeFed Bank July 1990 - November 1991
Skills
System Administration, Team Building, Financial Analysis, Microsoft Office, Customer Service, Banking, Accounting, Analytical Skills, Microsoft Excel, Business Planning, Management, Leadership, Executive Management, Auditing, Finance, Financial Reporting, Negotiation, Time Management, Market Research, Budgets, Start-ups, Administration, Credit
Education
Adelphi University
MBA, Finance
Kansas State University
Bachelor of Science
DeLauren Everett's LPL Financial Experience August 2015 - Present
Job Corporate Event Planner at LPL Financial
Industry Financial Services
Experience
LPL Financial August 2015 - Present
Baker & Taylor July 2014 - Present
Sony Electronics 2012 - July 2014
Sony Electronics 2011 - 2012
Charisma Events & Consulting 2008 - 2012
Sony Electronics November 2009 - November 2011
Young Communications Group, Inc. March 2008 - October 2009
Network Vigilance November 2006 - December 2007
Skills
Social Networking, Social Media Marketing, Social Media, Event Planning, Copywriting, Copy Editing, Technical Writing, Project Management, Marketing, Public Relations, Trade Shows, Marketing Strategy, Event Management, Entertainment, Market Research, Management, Strategy, Marketing Communications, Budgets, Training
Education
Alliant International University-San Diego Scripps Ranch 2002 — 2006
Bachelor of Arts, Public Relations
LPL Financial August 2015 - Present
Baker & Taylor July 2014 - Present
Sony Electronics 2012 - July 2014
Sony Electronics 2011 - 2012
Charisma Events & Consulting 2008 - 2012
Sony Electronics November 2009 - November 2011
Young Communications Group, Inc. March 2008 - October 2009
Network Vigilance November 2006 - December 2007
Skills
Social Networking, Social Media Marketing, Social Media, Event Planning, Copywriting, Copy Editing, Technical Writing, Project Management, Marketing, Public Relations, Trade Shows, Marketing Strategy, Event Management, Entertainment, Market Research, Management, Strategy, Marketing Communications, Budgets, Training
Education
Alliant International University-San Diego Scripps Ranch 2002 — 2006
Bachelor of Arts, Public Relations
Rekha Balaji's LPL Financial Experience March 2012 - August 2012
Job Financial Services Business Analysis
Industry Financial Services
Experience
Toyota Financial Services September 2015 - Present
Iron Mountain September 2012 - August 2015
LPL Financial March 2012 - August 2012
Autodesk December 2011 - February 2012
Prudential Financial March 2011 - November 2011
Wells Fargo February 2010 - February 2011
Morgan Stanley April 2006 - April 2008
Indiabulls April 2005 - April 2006
Skills
Management, Research, Microsoft Excel, Microsoft Word, Microsoft Office, Process Improvement, Vendor Management, Program Management, Leadership, Analysis, SharePoint, Training, Software Documentation, Team Leadership, Business Analysis, Access
Education
Institute For Financial Management And Research 2003 — 2005
Master of Business Administration (M.B.A.), Marketing, Financial Services Technology
Velammal Engineering College 1999 — 2003
Bachelor’s Degree, Electrical, Electronics and Communications Engineering
Toyota Financial Services September 2015 - Present
Iron Mountain September 2012 - August 2015
LPL Financial March 2012 - August 2012
Autodesk December 2011 - February 2012
Prudential Financial March 2011 - November 2011
Wells Fargo February 2010 - February 2011
Morgan Stanley April 2006 - April 2008
Indiabulls April 2005 - April 2006
Skills
Management, Research, Microsoft Excel, Microsoft Word, Microsoft Office, Process Improvement, Vendor Management, Program Management, Leadership, Analysis, SharePoint, Training, Software Documentation, Team Leadership, Business Analysis, Access
Education
Institute For Financial Management And Research 2003 — 2005
Master of Business Administration (M.B.A.), Marketing, Financial Services Technology
Velammal Engineering College 1999 — 2003
Bachelor’s Degree, Electrical, Electronics and Communications Engineering
Erik Varas Erik Varas's LPL Financial Experience March 2013 - July 2015
Job Technical Support Specialist at Uber
Industry Nonprofit Organization Management
Experience
Uber June 2015 - Present
San Tan Soccer Club September 2010 - Present
LPL Financial March 2013 - July 2015
Skills
Nonprofits, Public Speaking, Coaching, Fundraising, Training, Leadership Development, Event Planning, Leadership, Team Building, Volunteer Management, Social Media, Event Management, Staff Development
Education
Arizona State University 2011 — 2015
Economics, Finance, General, BA
Basha High School 2005 — 2010
Diploma, N/A
Arizona State University
Uber June 2015 - Present
San Tan Soccer Club September 2010 - Present
LPL Financial March 2013 - July 2015
Skills
Nonprofits, Public Speaking, Coaching, Fundraising, Training, Leadership Development, Event Planning, Leadership, Team Building, Volunteer Management, Social Media, Event Management, Staff Development
Education
Arizona State University 2011 — 2015
Economics, Finance, General, BA
Basha High School 2005 — 2010
Diploma, N/A
Arizona State University
J.T. Taylor J.T. Taylor's LPL Financial Experience September 2011 - November 2011
Job Master Craftsman Software Developer20 Years: C#.NET | Oracle | AngularJS | ASP.NET MVC | SQL Server | Delphi | DB2
Industry Information Technology and Services
Experience
TaylorMade Software, Inc. March 1998 - Present
Foray Technologies August 2013 - Present
Dexcom May 2012 - Present
Mitchell International November 2014 - March 2015
Serve an American Express Company January 2014 - July 2014
Qualcomm 2013 - 2014
Hershey Technologies June 2012 - July 2012
EEDAR April 2012 - May 2012
Callaway Golf November 2011 - April 2012
LPL Financial September 2011 - November 2011
Skills
Software Development, SQL, Databases, .NET, Oracle, C#, VB.NET, Delphi, Xamarin, HTML5, AJAX, CSS, iOS Development, Android Development, LESS, PL/SQL, JavaScript, AngularJS, KnockoutJS, ASP.NET, ASP.NET MVC, Telerik, Infragistics, Kendo, DevExpress Controls, WCF, Entity Framework, ASP.NET Web API, Microsoft SQL Server, MySQL, DB2, Umbraco, Kentico, Oracle E-Business Suite, WPF, XML, Web Services, SharePoint, Web Applications, jQuery, Interbase, DevForce, TFS, Enterprise Architecture, Data Warehousing, Report Writing, Eclipse, IBM iSeries, Regular Expressions, Agile Methodologies
Education
University of Central Florida 1994 — 1996
M.S, Mathematical Science
Thomas Edison State College 1992 — 1994
A.A.S, Electronic Engineering Technology
Thomas Edison State College 1992 — 1994
B.A, Natural Science (Computer Science; Math, Chemistry)
University of North Carolina at Greensboro 1982 — 1983
Russian Studies - International Relations, Russian Studies - International Relations
American University 1980 — 1982
BA Russian Studies - International Relations, Russian Studies - International Relations
TaylorMade Software, Inc. March 1998 - Present
Foray Technologies August 2013 - Present
Dexcom May 2012 - Present
Mitchell International November 2014 - March 2015
Serve an American Express Company January 2014 - July 2014
Qualcomm 2013 - 2014
Hershey Technologies June 2012 - July 2012
EEDAR April 2012 - May 2012
Callaway Golf November 2011 - April 2012
LPL Financial September 2011 - November 2011
Skills
Software Development, SQL, Databases, .NET, Oracle, C#, VB.NET, Delphi, Xamarin, HTML5, AJAX, CSS, iOS Development, Android Development, LESS, PL/SQL, JavaScript, AngularJS, KnockoutJS, ASP.NET, ASP.NET MVC, Telerik, Infragistics, Kendo, DevExpress Controls, WCF, Entity Framework, ASP.NET Web API, Microsoft SQL Server, MySQL, DB2, Umbraco, Kentico, Oracle E-Business Suite, WPF, XML, Web Services, SharePoint, Web Applications, jQuery, Interbase, DevForce, TFS, Enterprise Architecture, Data Warehousing, Report Writing, Eclipse, IBM iSeries, Regular Expressions, Agile Methodologies
Education
University of Central Florida 1994 — 1996
M.S, Mathematical Science
Thomas Edison State College 1992 — 1994
A.A.S, Electronic Engineering Technology
Thomas Edison State College 1992 — 1994
B.A, Natural Science (Computer Science; Math, Chemistry)
University of North Carolina at Greensboro 1982 — 1983
Russian Studies - International Relations, Russian Studies - International Relations
American University 1980 — 1982
BA Russian Studies - International Relations, Russian Studies - International Relations
Jason Watters's LPL Financial Experience July 2014 - October 2014
Job Operations Specialist at Reilly Financial Advisors
Industry Financial Services
Experience
Reilly Financial Advisors November 2014 - Present
PROVEN, Inc. July 2013 - November 2014
LPL Financial July 2014 - October 2014
CUSO Financial Services, LP April 2014 - June 2014
LPL Financial September 2013 - April 2014
American Income Life Insurance Company May 2013 - September 2013
Skills
Customer Service, Customer Satisfaction, Communication, Microsoft Word, Social Media, Teaching, Martial Arts, Teamwork, Organizational..., Dedicated Professional, Travel, Oracle Applications, Life Insurance, Financial Services, Accounting, Accounts Payable, Financial Advisory, Financial Accounting, Time Management, Insurance, Data Analysis, Public Speaking, Microsoft Excel, PowerPoint
Education
Alliant International University-San Diego Scripps Ranch
Master of Business Administration (M.B.A.), In Progress: International Investment Management Concentration
Alliant International University-San Diego Scripps Ranch 2013 — 2015
Bachelor’s Degree, International Business Management- Concentration in Finance., Cum Laude
Grossmont College 2010 — 2013
River Valley Charter High School 2006 — 2010
Reilly Financial Advisors November 2014 - Present
PROVEN, Inc. July 2013 - November 2014
LPL Financial July 2014 - October 2014
CUSO Financial Services, LP April 2014 - June 2014
LPL Financial September 2013 - April 2014
American Income Life Insurance Company May 2013 - September 2013
Skills
Customer Service, Customer Satisfaction, Communication, Microsoft Word, Social Media, Teaching, Martial Arts, Teamwork, Organizational..., Dedicated Professional, Travel, Oracle Applications, Life Insurance, Financial Services, Accounting, Accounts Payable, Financial Advisory, Financial Accounting, Time Management, Insurance, Data Analysis, Public Speaking, Microsoft Excel, PowerPoint
Education
Alliant International University-San Diego Scripps Ranch
Master of Business Administration (M.B.A.), In Progress: International Investment Management Concentration
Alliant International University-San Diego Scripps Ranch 2013 — 2015
Bachelor’s Degree, International Business Management- Concentration in Finance., Cum Laude
Grossmont College 2010 — 2013
River Valley Charter High School 2006 — 2010
Kodi Ardrey Kodi Ardrey's LPL Financial Experience February 2010 - May 2010
Job Finance Professional
Industry Financial Services
Experience
CS Technology December 2011 - Present
Odyssey Logistics and Technology July 2010 - October 2011
LPL Financial February 2010 - May 2010
Hewitt Associates 2004 - 2009
Skills
Quality Assurance, Accounts Payable, Process Improvement, Invoicing, Auditing, Financial Reporting, Access, Microsoft Excel, Financial Analysis, Data Analysis, Data Mining, Metrics Reporting, Contract Management, Business Analysis, Vendor Management, Project Management, Finance, Analysis, Visio, PeopleSoft, Management, Microsoft Office, Business Process...
Education
Appalachian State University 1998 — 2002
B.S.B.A, Computer and Information Systems
CS Technology December 2011 - Present
Odyssey Logistics and Technology July 2010 - October 2011
LPL Financial February 2010 - May 2010
Hewitt Associates 2004 - 2009
Skills
Quality Assurance, Accounts Payable, Process Improvement, Invoicing, Auditing, Financial Reporting, Access, Microsoft Excel, Financial Analysis, Data Analysis, Data Mining, Metrics Reporting, Contract Management, Business Analysis, Vendor Management, Project Management, Finance, Analysis, Visio, PeopleSoft, Management, Microsoft Office, Business Process...
Education
Appalachian State University 1998 — 2002
B.S.B.A, Computer and Information Systems
Maarten Rietveld CFP®, AIF™, CDFA™ Maarten Rietveld CFP®, AIF™, CDFA™'s LPL Financial Experience February 2011 - Present
Job Chief Investment Officer
Industry Financial Services
Experience
PlanVest Financial February 2011 - Present
LPL Financial February 2011 - Present
Skills
Investment Advisory, Asset Management, Retirement Planning, Wealth Management, Financial Advisory, Estate Planning, LTC Insurance, Life Insurance, Disability Insurance, Property & Casualty...
Education
American University 1982 — 1983
M.S. Finance
Thunderbird School of Global Management 1980 — 1981
Master of Business Administration (M.B.A.)
PlanVest Financial February 2011 - Present
LPL Financial February 2011 - Present
Skills
Investment Advisory, Asset Management, Retirement Planning, Wealth Management, Financial Advisory, Estate Planning, LTC Insurance, Life Insurance, Disability Insurance, Property & Casualty...
Education
American University 1982 — 1983
M.S. Finance
Thunderbird School of Global Management 1980 — 1981
Master of Business Administration (M.B.A.)
Chris Williams, CTP Chris Williams, CTP's LPL Financial Experience July 2015 - Present
Job VP Banking & Cash Solutions at LPL Financial
Industry Financial Services
Experience
LPL Financial July 2015 - Present
Fifth Third Bank June 2008 - July 2015
First Charter Bank December 1999 - June 2008
Skills
AS400 Query, Microsoft Access, Microsoft SQL Server, Microsoft Excel, Microsoft Word, PowerPoint, Cognos Impromptu, Visio, Cognos, Treasury Services, Vendor Management, ACH, Treasury Management, Access, Banking, Financial Analysis, Loans, Risk Management, Credit, Portfolio Management
Education
UNC Chapel Hill 2004 — 2007
NC School of Banking, Accounting, Finance, Sales, Marketing, Commercial Lending, Bank Simulation
Appalachian State University 1993 — 1997
Bachelor of Science, Applied Mathematics, Business
LPL Financial July 2015 - Present
Fifth Third Bank June 2008 - July 2015
First Charter Bank December 1999 - June 2008
Skills
AS400 Query, Microsoft Access, Microsoft SQL Server, Microsoft Excel, Microsoft Word, PowerPoint, Cognos Impromptu, Visio, Cognos, Treasury Services, Vendor Management, ACH, Treasury Management, Access, Banking, Financial Analysis, Loans, Risk Management, Credit, Portfolio Management
Education
UNC Chapel Hill 2004 — 2007
NC School of Banking, Accounting, Finance, Sales, Marketing, Commercial Lending, Bank Simulation
Appalachian State University 1993 — 1997
Bachelor of Science, Applied Mathematics, Business
Dan Kahle's LPL Financial Experience December 2011 - September 2013
Job sr. web developer mean stack
Industry Computer Software
Experience
dk-modal, github.io site June 2015 - August 2015
Technology Change September 2013 - July 2015
mgcrea/angular-strap February 2015 - February 2015
LPL Financial December 2011 - September 2013
Learning.com December 2010 - June 2011
Intel Corporation January 2010 - November 2010
NWEA April 2008 - May 2009
WebMD October 2007 - March 2008
CorVel Corporation June 2006 - September 2007
Ciber November 2004 - May 2006
Skills
angularJS, jQuery, JavaScript, HTML5, CSS3, Bootstrap3, Mobile First, LESS, Single-page applications, C#, WebAPI, IoC, Repository, Entity Framework 6, Sql Server 2012, MongoDB, ASP.NET MVC 5, ASP.NET, WCF, MS Test, xUnit, MOQ, jasmine, karma, Visual Studio 2013, TFS, Git, GitHub, Subversion, Amazon Web Services, Azure
Education
Arizona State University
Bachelor of Science Electrical Engineering (BSEE ), Electrical Engineering
dk-modal, github.io site June 2015 - August 2015
Technology Change September 2013 - July 2015
mgcrea/angular-strap February 2015 - February 2015
LPL Financial December 2011 - September 2013
Learning.com December 2010 - June 2011
Intel Corporation January 2010 - November 2010
NWEA April 2008 - May 2009
WebMD October 2007 - March 2008
CorVel Corporation June 2006 - September 2007
Ciber November 2004 - May 2006
Skills
angularJS, jQuery, JavaScript, HTML5, CSS3, Bootstrap3, Mobile First, LESS, Single-page applications, C#, WebAPI, IoC, Repository, Entity Framework 6, Sql Server 2012, MongoDB, ASP.NET MVC 5, ASP.NET, WCF, MS Test, xUnit, MOQ, jasmine, karma, Visual Studio 2013, TFS, Git, GitHub, Subversion, Amazon Web Services, Azure
Education
Arizona State University
Bachelor of Science Electrical Engineering (BSEE ), Electrical Engineering
Alyson Holliday Alyson Holliday's LPL Financial Experience August 2012 - June 2014
Job
Industry Renewables & Environment
Experience
EDF Renewable Energy-TekSystems September 2014 - August 2015
OneRoof Energy, Inc. June 2014 - August 2014
LPL Financial August 2012 - June 2014
LPL Financial- Randstad February 2012 - August 2012
American Military University November 2009 - November 2011
The Up Center August 2006 - May 2009
Skills
Analysis, Visio, SharePoint, Process Improvement, Project Management, Project Planning, Access, Data Analysis, Management, Environmental Impact..., Microsoft Excel, Training, Environmental Policy, Project Coordination, Microsoft Word, NEPA, PowerPoint, Environmental Compliance, Policy Analysis, Creative Problem Solving, Process Analysis, SDLC, Business Analysis, Microsoft Office 2007, Word, Report Writing, Planning, Sustainability, Renewable Energy, Environmental Consulting, Quickbooks, CEQA, Watershed Management, Compliance, Technical Writing, Streamlining Operations, Microsoft Visio, Microsoft SQL Server, Microsoft Dynamics CRM, Environmental Science, Business Process..., Microsoft Office
Education
American Military University 2009 — 2011
M.S. Environmental Policy and Management, Policy, management, sustainability, renewable energy, watershed management, NEPA, CEQA.
Saint Leo University 2001 — 2009
B.A., Sociology
EDF Renewable Energy-TekSystems September 2014 - August 2015
OneRoof Energy, Inc. June 2014 - August 2014
LPL Financial August 2012 - June 2014
LPL Financial- Randstad February 2012 - August 2012
American Military University November 2009 - November 2011
The Up Center August 2006 - May 2009
Skills
Analysis, Visio, SharePoint, Process Improvement, Project Management, Project Planning, Access, Data Analysis, Management, Environmental Impact..., Microsoft Excel, Training, Environmental Policy, Project Coordination, Microsoft Word, NEPA, PowerPoint, Environmental Compliance, Policy Analysis, Creative Problem Solving, Process Analysis, SDLC, Business Analysis, Microsoft Office 2007, Word, Report Writing, Planning, Sustainability, Renewable Energy, Environmental Consulting, Quickbooks, CEQA, Watershed Management, Compliance, Technical Writing, Streamlining Operations, Microsoft Visio, Microsoft SQL Server, Microsoft Dynamics CRM, Environmental Science, Business Process..., Microsoft Office
Education
American Military University 2009 — 2011
M.S. Environmental Policy and Management, Policy, management, sustainability, renewable energy, watershed management, NEPA, CEQA.
Saint Leo University 2001 — 2009
B.A., Sociology
Genevieve Carpenter, MS Genevieve Carpenter, MS's LPL Financial Experience November 2014 - Present
Job HR Generalist at LPL Financial
Industry Staffing and Recruiting
Experience
LPL Financial November 2014 - Present
Randstad USA August 2014 - November 2014
GC Services March 2014 - July 2014
IQ Pipeline, LLC December 2013 - January 2014
Peak Health Solutions July 2011 - December 2013
Quest Software (BakBone Software) January 2011 - July 2011
Quest Software November 2010 - July 2011
Planned Parenthood of the Pacific Southwest June 2010 - November 2010
CARL ZEISS VISION through Tri Staff Resources October 2009 - January 2010
Amylin Pharmaceuticals December 2008 - April 2009
Skills
Job Descriptions, Job Analysis, Survey Design, Employee Relations, New Hire Orientations, Administrative..., FMLA, Benefits Administration, Employee Benefits, HRIS, Human Resources, Recruiting, Deferred Compensation, Onboarding, Organizational..., Payroll, Applicant Tracking..., PeopleSoft, Outlook, Performance Management, Management, Interviews, ADP Payroll, Policy, Training, Temporary Placement, Temporary Staffing, Screening, Screening Resumes, Leadership, Employee Handbooks, College Recruiting, Workforce Planning, Talent Acquisition, Staffing Services, Internet Recruiting, Succession Planning, Taleo, Hiring
Education
University of California, San Diego 2005 — 2008
Certificate, Human Resources Management; Industrial; Organizational Psychology
Alliant International University-San Diego Scripps Ranch 2002 — 2005
MS, Industrial-Organizational Psychology
University of La Verne 1999 — 2001
BS, Psychology
LPL Financial November 2014 - Present
Randstad USA August 2014 - November 2014
GC Services March 2014 - July 2014
IQ Pipeline, LLC December 2013 - January 2014
Peak Health Solutions July 2011 - December 2013
Quest Software (BakBone Software) January 2011 - July 2011
Quest Software November 2010 - July 2011
Planned Parenthood of the Pacific Southwest June 2010 - November 2010
CARL ZEISS VISION through Tri Staff Resources October 2009 - January 2010
Amylin Pharmaceuticals December 2008 - April 2009
Skills
Job Descriptions, Job Analysis, Survey Design, Employee Relations, New Hire Orientations, Administrative..., FMLA, Benefits Administration, Employee Benefits, HRIS, Human Resources, Recruiting, Deferred Compensation, Onboarding, Organizational..., Payroll, Applicant Tracking..., PeopleSoft, Outlook, Performance Management, Management, Interviews, ADP Payroll, Policy, Training, Temporary Placement, Temporary Staffing, Screening, Screening Resumes, Leadership, Employee Handbooks, College Recruiting, Workforce Planning, Talent Acquisition, Staffing Services, Internet Recruiting, Succession Planning, Taleo, Hiring
Education
University of California, San Diego 2005 — 2008
Certificate, Human Resources Management; Industrial; Organizational Psychology
Alliant International University-San Diego Scripps Ranch 2002 — 2005
MS, Industrial-Organizational Psychology
University of La Verne 1999 — 2001
BS, Psychology
Heidi Reynolds Heidi Reynolds's LPL Financial Experience November 2013 - Present
Job Administrative Assistant at LPL Financial
Industry Financial Services
Experience
LPL Financial November 2013 - Present
US Army November 2010 - December 2014
LPL Financial May 2012 - November 2013
LPL Financial March 2011 - May 2012
TUV Rheinland Group November 2008 - April 2009
Buca di Beppo May 2008 - January 2009
United States Marine Corps October 2003 - October 2007
Skills
Customer Service, Team Building, Team Leadership, Microsoft Office, Leadership, Microsoft Excel
Education
Alliant International University-San Diego Scripps Ranch 2010 — 2013
Bachelor's Degree, Business Management
Grossmont College 2008 — 2010
Non, Business
LPL Financial November 2013 - Present
US Army November 2010 - December 2014
LPL Financial May 2012 - November 2013
LPL Financial March 2011 - May 2012
TUV Rheinland Group November 2008 - April 2009
Buca di Beppo May 2008 - January 2009
United States Marine Corps October 2003 - October 2007
Skills
Customer Service, Team Building, Team Leadership, Microsoft Office, Leadership, Microsoft Excel
Education
Alliant International University-San Diego Scripps Ranch 2010 — 2013
Bachelor's Degree, Business Management
Grossmont College 2008 — 2010
Non, Business
Lindsay Jolly Lindsay Jolly's LPL Financial Experience May 2014 - Present
Job Compliance Specialist at LPL Financial
Industry Financial Services
Experience
LPL Financial May 2014 - Present
JPMorgan Chase January 2010 - November 2013
Skills
Microsoft Word, Microsoft Excel, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Team Building
Education
Aveda Institute-Denver
Esthiology Degree
Palomar College
Associate of Arts (AA)
LPL Financial May 2014 - Present
JPMorgan Chase January 2010 - November 2013
Skills
Microsoft Word, Microsoft Excel, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Team Building
Education
Aveda Institute-Denver
Esthiology Degree
Palomar College
Associate of Arts (AA)
Sebastian Sandhu Sebastian Sandhu's LPL Financial Experience March 2006 - Present
Job Vice President at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2006 - Present
BNY Mellon August 2003 - February 2006
JPMorgan Chase May 1996 - May 2003
Skills
Series 7, FINRA, Mutual Funds, Wealth Management, Investment Advisory, Investments, Financial Services, Series 24, Series 63, Securities, Financial Advisory, Retirement Planning, Asset Allocation, Retirement, IRAs, Investment Strategies, Uniform Combined State..., Alternative Investments, Series 6, 401k
Education
Adelphi University 1992 — 1993
Master of Business Administration (M.B.A.), Banking and Finance
New York University, Stern School of Business 1986 — 1990
Bachelor's degree, Banking, Corporate, Finance, and Securities Law
Xavier High School
LPL Financial March 2006 - Present
BNY Mellon August 2003 - February 2006
JPMorgan Chase May 1996 - May 2003
Skills
Series 7, FINRA, Mutual Funds, Wealth Management, Investment Advisory, Investments, Financial Services, Series 24, Series 63, Securities, Financial Advisory, Retirement Planning, Asset Allocation, Retirement, IRAs, Investment Strategies, Uniform Combined State..., Alternative Investments, Series 6, 401k
Education
Adelphi University 1992 — 1993
Master of Business Administration (M.B.A.), Banking and Finance
New York University, Stern School of Business 1986 — 1990
Bachelor's degree, Banking, Corporate, Finance, and Securities Law
Xavier High School
Ashley Dalpiaz Ashley Dalpiaz's LPL Financial Experience May 2015 - Present
Job Corporate Recruiter at LPL Financial
Industry Human Resources
Experience
LPL Financial May 2015 - Present
XPO Logistics, Inc. December 2012 - May 2015
XPO Logistics, Inc. August 2012 - December 2012
Liberty Mutual Insurance August 2011 - August 2012
Liberty Mutual Insurance May 2007 - August 2011
Skills
Applicant Tracking..., College Recruiting, Talent Acquisition, Onboarding, Recruiting, Employee Relations, Internet Recruiting, Talent Management, Taleo, Human Resources, ICIMS, Google Docs, CareerBuilder, Coordinating Events, Logistics, Hiring, Screening, iCIMS, Sales, Freight Transportation, Carrier Relationship..., Account Management, Brokerage, 3PL
Education
Appalachian State University 2002 — 2006
Bachelors, Psychology
LPL Financial May 2015 - Present
XPO Logistics, Inc. December 2012 - May 2015
XPO Logistics, Inc. August 2012 - December 2012
Liberty Mutual Insurance August 2011 - August 2012
Liberty Mutual Insurance May 2007 - August 2011
Skills
Applicant Tracking..., College Recruiting, Talent Acquisition, Onboarding, Recruiting, Employee Relations, Internet Recruiting, Talent Management, Taleo, Human Resources, ICIMS, Google Docs, CareerBuilder, Coordinating Events, Logistics, Hiring, Screening, iCIMS, Sales, Freight Transportation, Carrier Relationship..., Account Management, Brokerage, 3PL
Education
Appalachian State University 2002 — 2006
Bachelors, Psychology
Cece Baute Mavico Cece Baute Mavico's LPL Financial Experience September 2015 - Present
Job Vice President, Associate Counsel at LPL Financial
Industry Financial Services
Experience
LPL Financial September 2015 - Present
Norton Rose Fulbright September 2013 - September 2015
Frost Brokerage Services January 2014 - January 2015
Sutherland Asbill & Brennan LLP January 2012 - August 2013
CMB Compliance & Business Consulting, LLC June 2010 - January 2012
WilmerHale September 2007 - May 2010
FINRA January 2003 - March 2007
Clark/Bardes Financial Services June 2002 - December 2002
H.D. Vest Financial Services June 1999 - July 2002
Skills
AML, Banking, Broker-Dealer, Corporate Governance, Corporate Law, Due Diligence, FINRA, Financial Services, Insurance, Hedge Funds, Investments, Litigation, Mutual Funds, SEC, Securities, Securities Regulation, Series 7, Anti Money Laundering
Education
American University, Washington College of Law 2004 — 2007
Juris Doctorate
Trinity University 1995 — 1999
Bachelor of Science, Finance
Marist
Woodward Academy
LPL Financial September 2015 - Present
Norton Rose Fulbright September 2013 - September 2015
Frost Brokerage Services January 2014 - January 2015
Sutherland Asbill & Brennan LLP January 2012 - August 2013
CMB Compliance & Business Consulting, LLC June 2010 - January 2012
WilmerHale September 2007 - May 2010
FINRA January 2003 - March 2007
Clark/Bardes Financial Services June 2002 - December 2002
H.D. Vest Financial Services June 1999 - July 2002
Skills
AML, Banking, Broker-Dealer, Corporate Governance, Corporate Law, Due Diligence, FINRA, Financial Services, Insurance, Hedge Funds, Investments, Litigation, Mutual Funds, SEC, Securities, Securities Regulation, Series 7, Anti Money Laundering
Education
American University, Washington College of Law 2004 — 2007
Juris Doctorate
Trinity University 1995 — 1999
Bachelor of Science, Finance
Marist
Woodward Academy
Megan Fitzpatrick Megan Fitzpatrick's LPL Financial Experience October 2009 - July 2010
Job
Industry Investment Management
Experience
Parametric February 2014 - April 2015
Northwest Asset Management June 2012 - March 2013
SEI August 2010 - July 2012
LPL Financial October 2009 - July 2010
Ameriprise Financial January 2006 - October 2009
Education
Arizona State University 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
University of Sydney 2004 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Parametric February 2014 - April 2015
Northwest Asset Management June 2012 - March 2013
SEI August 2010 - July 2012
LPL Financial October 2009 - July 2010
Ameriprise Financial January 2006 - October 2009
Education
Arizona State University 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
University of Sydney 2004 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Adam Rean Bohlen's LPL Financial Experience November 2013 - Present
Job Practice Management Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial November 2013 - Present
Skills
Customer Relations, Direct Recruiting, Financial Advisory, Investments, Direct Sales, Microsoft Office, Loans, Mortgage Lending, Recruiting, Series 63, Securities, Customer Service, Leadership, Management, Business Development, Risk Management, Wealth Management, Training, Financial Services, Marketing, Mutual Funds, Finance, Series 7, Sales Operations, Investment Strategies, Insurance, Credit, Social Networking, Time Management, Small Business, Cold Calling, Retirement Planning, Life Insurance, Retirement, 401k, Fixed Annuities, Relationship Management, Employee Benefits, Portfolio Management, Strategic Financial..., Asset Allocation, Financial Analysis, Banking, Asset Management
Education
Appalachian State University 1999 — 2003
Bachelor of Science, Business Management
Sun Valley High School 1995 — 1999
High School Diploma
LPL Financial November 2013 - Present
Skills
Customer Relations, Direct Recruiting, Financial Advisory, Investments, Direct Sales, Microsoft Office, Loans, Mortgage Lending, Recruiting, Series 63, Securities, Customer Service, Leadership, Management, Business Development, Risk Management, Wealth Management, Training, Financial Services, Marketing, Mutual Funds, Finance, Series 7, Sales Operations, Investment Strategies, Insurance, Credit, Social Networking, Time Management, Small Business, Cold Calling, Retirement Planning, Life Insurance, Retirement, 401k, Fixed Annuities, Relationship Management, Employee Benefits, Portfolio Management, Strategic Financial..., Asset Allocation, Financial Analysis, Banking, Asset Management
Education
Appalachian State University 1999 — 2003
Bachelor of Science, Business Management
Sun Valley High School 1995 — 1999
High School Diploma
Steve Gaito Steve Gaito's LPL Financial Experience February 2003 - June 2011
Job Director of Advisor and Enterprise Solutions at Social Security Solutions, Inc.
Industry Financial Services
Experience
Social Security Solutions, Inc. December 2013 - Present
My Retirement Education Center March 2012 - December 2013
Fee Only Planning NC, LLC July 2011 - December 2013
Appalachian State University Parent Association Board August 2011 - January 2013
LPL Financial February 2003 - June 2011
YMCA of the Triangle January 2000 - November 2002
VALIC February 1993 - November 2000
Skills
Retirement Planning, Debt Management, Planning, Financial Planning, Investments, Budgeting, Portfolio Management, Teaching, Strategic Financial..., Series 7, Project Planning, Mutual Funds, Budgets, Financial Advisory, Management, Investment Advisory, Retirement, Financial Planners, Financial Services, Investment Management, Strategy, Wealth Management, Wealth, Personal Finance, Estate Planning, Fixed Annuities, Financial Goals, Analysis, Sales, Strategic Planning, Finance, Investment Strategies, Program Management, Educational Consulting, Asset Allocation, Wealth Accumulation, Wealth Management..., 401k, Long-term Care, IRAs, High Net Worth..., Series 63, 401k Rollovers, Employee Benefits, Life Insurance, Securities, Alternative Investments, Term Life Insurance, Long Term Care Insurance, Asset Management
Education
College for Financial Planning 2000 — 2004
CFP Certification Professional Education Program, Financial Planning
Appalachian State University 1982 — 1986
BS, Outdoor Recreation Management
Social Security Solutions, Inc. December 2013 - Present
My Retirement Education Center March 2012 - December 2013
Fee Only Planning NC, LLC July 2011 - December 2013
Appalachian State University Parent Association Board August 2011 - January 2013
LPL Financial February 2003 - June 2011
YMCA of the Triangle January 2000 - November 2002
VALIC February 1993 - November 2000
Skills
Retirement Planning, Debt Management, Planning, Financial Planning, Investments, Budgeting, Portfolio Management, Teaching, Strategic Financial..., Series 7, Project Planning, Mutual Funds, Budgets, Financial Advisory, Management, Investment Advisory, Retirement, Financial Planners, Financial Services, Investment Management, Strategy, Wealth Management, Wealth, Personal Finance, Estate Planning, Fixed Annuities, Financial Goals, Analysis, Sales, Strategic Planning, Finance, Investment Strategies, Program Management, Educational Consulting, Asset Allocation, Wealth Accumulation, Wealth Management..., 401k, Long-term Care, IRAs, High Net Worth..., Series 63, 401k Rollovers, Employee Benefits, Life Insurance, Securities, Alternative Investments, Term Life Insurance, Long Term Care Insurance, Asset Management
Education
College for Financial Planning 2000 — 2004
CFP Certification Professional Education Program, Financial Planning
Appalachian State University 1982 — 1986
BS, Outdoor Recreation Management
Jay Bogaczyk Jay Bogaczyk's LPL Financial Experience July 2010 - November 2013
Job Financial Advisor at Chesapeake Investment Planning
Industry Financial Services
Experience
Chesapeake Investment Planning LLC November 2013 - Present
Sandy Spring Bank July 2010 - November 2013
LPL Financial July 2010 - November 2013
Skills
Retirement Planning, Asset Management, Wealth Management, Estate Planning, Investments, Securities, Loans, Long-term Care, Insurance, FINRA, Series 7, 401k, Investment Advisory, 401k Rollovers, Mutual Funds, Finance, Small Business, Financial Planners, Financial Planning
Education
Anne Arundel Community College
University of Maryland University College
Chesapeake Investment Planning LLC November 2013 - Present
Sandy Spring Bank July 2010 - November 2013
LPL Financial July 2010 - November 2013
Skills
Retirement Planning, Asset Management, Wealth Management, Estate Planning, Investments, Securities, Loans, Long-term Care, Insurance, FINRA, Series 7, 401k, Investment Advisory, 401k Rollovers, Mutual Funds, Finance, Small Business, Financial Planners, Financial Planning
Education
Anne Arundel Community College
University of Maryland University College
Shea Kelly's LPL Financial Experience May 2011 - May 2012
Job Marketing Intelligence Analyst at AEG
Industry Accounting
Experience
AEG September 2015 - Present
PwC September 2013 - September 2015
IMG-Crown Energy Services - Joint Venture June 2012 - September 2013
LPL Financial May 2011 - May 2012
Skills
VBA, SAS, Access, Microsoft Excel, Data Modeling, SAS programming, Petroleum Products, Excel Dashboards, Data Mining, Analysis, Analytics, Unix, Linux Server, CCAR, Macro, R, Tableau, Java, Python, SIS, MS Excel Pivot Tables, Vlookup, PowerPoint, Statistical Sampling, Big Data, Visual Analytics, Statistical Modeling, Visual Basic, Logistic Regression, Linear Regression, Linear Discriminant..., Statistical Learning, LDA, Data Analytics
Education
San Diego State University-California State University 2006 — 2010
Bachelor of Science (BS), Statistics
Arizona State University
AEG September 2015 - Present
PwC September 2013 - September 2015
IMG-Crown Energy Services - Joint Venture June 2012 - September 2013
LPL Financial May 2011 - May 2012
Skills
VBA, SAS, Access, Microsoft Excel, Data Modeling, SAS programming, Petroleum Products, Excel Dashboards, Data Mining, Analysis, Analytics, Unix, Linux Server, CCAR, Macro, R, Tableau, Java, Python, SIS, MS Excel Pivot Tables, Vlookup, PowerPoint, Statistical Sampling, Big Data, Visual Analytics, Statistical Modeling, Visual Basic, Logistic Regression, Linear Regression, Linear Discriminant..., Statistical Learning, LDA, Data Analytics
Education
San Diego State University-California State University 2006 — 2010
Bachelor of Science (BS), Statistics
Arizona State University
Kevin Garry, CISM Kevin Garry, CISM's LPL Financial Experience April 2015 - August 2015
Job Information Security Manager at Altegris
Industry Computer & Network Security
Experience
Altegris September 2015 - Present
LPL Financial April 2015 - August 2015
SourceHOV May 2012 - March 2015
SOURCEHOV, previously SOURCECORP June 2010 - May 2012
SOURCECORP May 2007 - June 2010
SOURCECORP January 2005 - May 2007
Hudson Property Management June 2004 - January 2005
Appraisal Enhancement Services April 2001 - June 2004
Oce September 2000 - April 2001
Konica Minolta Business Solutions U.S.A., Inc. January 1999 - September 2000
Skills
ITIL, Firewalls, Disaster Recovery, Information Technology, VPN, Information Security..., IT Management, Security, Network Security, PCI DSS, Active Directory, Service Delivery, Servers, VMware, FISMA, Troubleshooting, DIACAP, HIPAA, Data Center, Citrix, NIST, PMI Trained, Vendor Management, BPO, SOX, Process Improvement, NetApp, Security Policy, Cisco, Outsourcing, Requirements Analysis, Document Management, Visio, Server Architecture, System Architecture, SDLC, SAN, Document Imaging, security documentation, Information Security, Business Continuity, Computer Security
Education
American InterContinental University 2003 — 2004
BS, Information Technology
University of California, San Diego 1982 — 1984
AS
Altegris September 2015 - Present
LPL Financial April 2015 - August 2015
SourceHOV May 2012 - March 2015
SOURCEHOV, previously SOURCECORP June 2010 - May 2012
SOURCECORP May 2007 - June 2010
SOURCECORP January 2005 - May 2007
Hudson Property Management June 2004 - January 2005
Appraisal Enhancement Services April 2001 - June 2004
Oce September 2000 - April 2001
Konica Minolta Business Solutions U.S.A., Inc. January 1999 - September 2000
Skills
ITIL, Firewalls, Disaster Recovery, Information Technology, VPN, Information Security..., IT Management, Security, Network Security, PCI DSS, Active Directory, Service Delivery, Servers, VMware, FISMA, Troubleshooting, DIACAP, HIPAA, Data Center, Citrix, NIST, PMI Trained, Vendor Management, BPO, SOX, Process Improvement, NetApp, Security Policy, Cisco, Outsourcing, Requirements Analysis, Document Management, Visio, Server Architecture, System Architecture, SDLC, SAN, Document Imaging, security documentation, Information Security, Business Continuity, Computer Security
Education
American InterContinental University 2003 — 2004
BS, Information Technology
University of California, San Diego 1982 — 1984
AS
Roochi Sahni Roochi Sahni's LPL Financial Experience October 2009 - Present
Job Senior Developer/Technical Lead at LPL Financial
Industry Financial Services
Experience
LPL Financial October 2009 - Present
Esurance August 2009 - October 2009
Esurance October 2007 - August 2009
Esurance July 2006 - October 2007
Conifer IT October 2005 - July 2006
Computer Data Circuit Inc. June 2004 - September 2005
Skills
WCF, TFS, C#, T-SQL, Microsoft SQL Server, LINQ, Agile Methodologies, ASP.NET, Web Services, .NET, ASP.NET MVC, SQL, SSIS, Software Development, Software Documentation, WPF, IIS, Requirements Analysis, SDLC
Education
Arizona State University 2001 — 2004
Pandit Ravishankar Shukla University 1997 — 2001
Holy Cross Convent School 1981 — 1995
LPL Financial October 2009 - Present
Esurance August 2009 - October 2009
Esurance October 2007 - August 2009
Esurance July 2006 - October 2007
Conifer IT October 2005 - July 2006
Computer Data Circuit Inc. June 2004 - September 2005
Skills
WCF, TFS, C#, T-SQL, Microsoft SQL Server, LINQ, Agile Methodologies, ASP.NET, Web Services, .NET, ASP.NET MVC, SQL, SSIS, Software Development, Software Documentation, WPF, IIS, Requirements Analysis, SDLC
Education
Arizona State University 2001 — 2004
Pandit Ravishankar Shukla University 1997 — 2001
Holy Cross Convent School 1981 — 1995
Avinash Kumar Rajendran Avinash Kumar Rajendran's LPL Financial Experience April 2012 - Present
Job Programmer Analyst at LPL Financial
Industry Information Technology and Services
Experience
LPL Financial April 2012 - Present
Charles Schwab 2009 - April 2012
Infosys Technologies Ltd August 2006 - April 2012
Skills
.NET, C#, WPF, WCF, ASP.NET, Web Services, Microsoft SQL Server, Agile Methodologies, TFS, Silverlight, LINQ, SQL, ASP.NET MVC, iOS development, Cocoa Touch, Xcode, AppCode, CocoaPods, Visual Studio, XML, SOA, Android Development, IntelliJ IDEA, Eclipse, Android SDK, Android Studio, XSLT, ADO.NET, SOAP, Entity Framework, VB.NET, T-SQL, WinForms, VSS, Design Patterns, SDLC, Requirements Analysis, Software Development, Scrum
Education
Anna University 2002 — 2006
B Tech
LPL Financial April 2012 - Present
Charles Schwab 2009 - April 2012
Infosys Technologies Ltd August 2006 - April 2012
Skills
.NET, C#, WPF, WCF, ASP.NET, Web Services, Microsoft SQL Server, Agile Methodologies, TFS, Silverlight, LINQ, SQL, ASP.NET MVC, iOS development, Cocoa Touch, Xcode, AppCode, CocoaPods, Visual Studio, XML, SOA, Android Development, IntelliJ IDEA, Eclipse, Android SDK, Android Studio, XSLT, ADO.NET, SOAP, Entity Framework, VB.NET, T-SQL, WinForms, VSS, Design Patterns, SDLC, Requirements Analysis, Software Development, Scrum
Education
Anna University 2002 — 2006
B Tech
Alphonso Thompson's LPL Financial Experience September 2014 - November 2014
Job Rapid Response Engineer at Avanade
Industry Information Technology and Services
Experience
Avanade December 2014 - Present
LPL Financial September 2014 - November 2014
SolutionStart October 2012 - August 2014
Signature Consultants 2014 - 2014
Boy Scouts of America 2011 - 2013
Duke Energy November 2009 - January 2012
Connexion Services Group 2012 - 2012
Pack 33 2007 - 2012
TekSystems 2011 - 2011
Premier Alliance Group May 2007 - October 2008
Skills
Program Management, Process Improvement, Project Management, Quality Assurance, Troubleshooting, Windows, Team Building, Team Leadership, Strategic Planning, Testing, Microsoft Office, Cross-functional Team..., Leadership, Change Management, Windows 7, Six Sigma, Vendor Management, Computer Hardware, Operations Management, Software Documentation, Networking, SharePoint, Training
Education
International Academy of Design 2010 — 2013
Bachelors, Web Design and Development
American InterContinental University 2003 — 2004
Bachelors, Information Technology
Avanade December 2014 - Present
LPL Financial September 2014 - November 2014
SolutionStart October 2012 - August 2014
Signature Consultants 2014 - 2014
Boy Scouts of America 2011 - 2013
Duke Energy November 2009 - January 2012
Connexion Services Group 2012 - 2012
Pack 33 2007 - 2012
TekSystems 2011 - 2011
Premier Alliance Group May 2007 - October 2008
Skills
Program Management, Process Improvement, Project Management, Quality Assurance, Troubleshooting, Windows, Team Building, Team Leadership, Strategic Planning, Testing, Microsoft Office, Cross-functional Team..., Leadership, Change Management, Windows 7, Six Sigma, Vendor Management, Computer Hardware, Operations Management, Software Documentation, Networking, SharePoint, Training
Education
International Academy of Design 2010 — 2013
Bachelors, Web Design and Development
American InterContinental University 2003 — 2004
Bachelors, Information Technology
Dave (David M.) Howard Dave (David M.) Howard's LPL Financial Experience April 2013 - September 2013
Job Student at Central Michigan University
Industry Capital Markets
Experience
Central Michigan University August 2012 - Present
LPL Financial April 2013 - September 2013
Simasko Law Firm April 2012 - September 2012
Madison's Pub May 2011 - August 2011
L.C. Landscaping March 2008 - August 2010
Skills
Public Speaking, Event Planning, Time Management, Microsoft Office, PowerPoint, Personal Finance, Investments, Financial Analysis, Fundamental Analysis, Teamwork, Social Media, Economics, Microsoft Excel, Microsoft Word, Research, Spanish, Non-profits, Customer Service, Fundraising, Public Relations, Event Management, Editing, Photoshop, English, Politics
Education
Central Michigan University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Adrian College 2010 — 2014
Incomplete, Pre-Law Studies
Central Michigan University August 2012 - Present
LPL Financial April 2013 - September 2013
Simasko Law Firm April 2012 - September 2012
Madison's Pub May 2011 - August 2011
L.C. Landscaping March 2008 - August 2010
Skills
Public Speaking, Event Planning, Time Management, Microsoft Office, PowerPoint, Personal Finance, Investments, Financial Analysis, Fundamental Analysis, Teamwork, Social Media, Economics, Microsoft Excel, Microsoft Word, Research, Spanish, Non-profits, Customer Service, Fundraising, Public Relations, Event Management, Editing, Photoshop, English, Politics
Education
Central Michigan University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Adrian College 2010 — 2014
Incomplete, Pre-Law Studies
Gregory Edmundt Von Hess's LPL Financial Experience July 2013 - January 2014
Job General Manager of US Operations SUVLA Wines of Turkey LLC
Industry Wine and Spirits
Experience
Von Hess Industries 2011 - Present
SUVLA Wines USA LLC December 2013 - Present
LPL Financial July 2013 - January 2014
YN BAR August 2011 - March 2012
Gunn Allen Associates 2005 - 2011
Private Wine Consultant February 2001 - March 2010
Janney Montgomery Scott 2001 - 2005
Wheat First Butcher Singer/First Union Securities March 1997 - July 2001
Tucker Anthony April 1994 - March 1997
Classic Restoration LLC August 1986 - March 1992
Skills
Food and Beverage..., team builder and..., contract negotiator,..., inventory and cost..., company branding ,..., wine and food menu..., client data management..., design patron loyalty..., Vendors, Designs, Client, Management, Social Media, Wine, Wine Lists, Team Building, Menu Development, CRM, Contract Negotiation, Food & Beverage, Food, Sales, Marketing Strategy, Wine & Spirits Industry, Wine Tasting, Entrepreneurship, Social Media Marketing, Alcoholic Beverages, Event Management, Restaurants, New Business Development, Budgets, Event Planning, Retail, Training, Business Planning, Inventory Management, Time Management, Direct Marketing, Investments, Public Relations, Hiring, Leadership, Social Networking, Customer Satisfaction, Market Planning, Finance, Sales Management, Brand Management, Beer
Education
American International College 1986 — 1991
Dual Bachelor's degrees, International Business and International Marketing minor Political Science
Von Hess Industries 2011 - Present
SUVLA Wines USA LLC December 2013 - Present
LPL Financial July 2013 - January 2014
YN BAR August 2011 - March 2012
Gunn Allen Associates 2005 - 2011
Private Wine Consultant February 2001 - March 2010
Janney Montgomery Scott 2001 - 2005
Wheat First Butcher Singer/First Union Securities March 1997 - July 2001
Tucker Anthony April 1994 - March 1997
Classic Restoration LLC August 1986 - March 1992
Skills
Food and Beverage..., team builder and..., contract negotiator,..., inventory and cost..., company branding ,..., wine and food menu..., client data management..., design patron loyalty..., Vendors, Designs, Client, Management, Social Media, Wine, Wine Lists, Team Building, Menu Development, CRM, Contract Negotiation, Food & Beverage, Food, Sales, Marketing Strategy, Wine & Spirits Industry, Wine Tasting, Entrepreneurship, Social Media Marketing, Alcoholic Beverages, Event Management, Restaurants, New Business Development, Budgets, Event Planning, Retail, Training, Business Planning, Inventory Management, Time Management, Direct Marketing, Investments, Public Relations, Hiring, Leadership, Social Networking, Customer Satisfaction, Market Planning, Finance, Sales Management, Brand Management, Beer
Education
American International College 1986 — 1991
Dual Bachelor's degrees, International Business and International Marketing minor Political Science
Jake Paltzer Jake Paltzer's LPL Financial Experience July 2002 - Present
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
LPL Financial July 2002 - Present
Education
Arizona State University
Bachelor of Science, Finance
Appleton High School West, Wisconsin
LPL Financial July 2002 - Present
Education
Arizona State University
Bachelor of Science, Finance
Appleton High School West, Wisconsin
Barbara Bonagura Barbara Bonagura's LPL Financial Experience September 2014 - May 2015
Job LPL Financial/Fortigent,LLC Wealth Consultant
Industry Financial Services
Experience
Fortigent, LLC May 2015 - Present
LPL Financial September 2014 - May 2015
LPL Financial January 2014 - September 2014
Wells Fargo October 2012 - January 2013
Enviowash 2009 - 2011
The Principal Financial Group/Granite Securities September 2004 - June 2008
Arbor Management October 2003 - July 2004
Neuberger Berman December 2000 - April 2003
Neuberger Berman February 1998 - December 2000
Neuberger Berman March 1996 - February 1998
Skills
Investments, Management, Securities, Financial Services, Asset Managment, PowerPoint, Microsoft Excel, Portfolio Management, Microsoft Office, Trading, Asset Allocation, Hedge Funds, Leadership, Microsoft Word, Mutual Funds
Education
Adelphi University 1985 — 1990
Bachelor of Business Administration (BBA), Finance, General
Fortigent, LLC May 2015 - Present
LPL Financial September 2014 - May 2015
LPL Financial January 2014 - September 2014
Wells Fargo October 2012 - January 2013
Enviowash 2009 - 2011
The Principal Financial Group/Granite Securities September 2004 - June 2008
Arbor Management October 2003 - July 2004
Neuberger Berman December 2000 - April 2003
Neuberger Berman February 1998 - December 2000
Neuberger Berman March 1996 - February 1998
Skills
Investments, Management, Securities, Financial Services, Asset Managment, PowerPoint, Microsoft Excel, Portfolio Management, Microsoft Office, Trading, Asset Allocation, Hedge Funds, Leadership, Microsoft Word, Mutual Funds
Education
Adelphi University 1985 — 1990
Bachelor of Business Administration (BBA), Finance, General
Kelly M. Lowe's LPL Financial Experience February 2010 - April 2012
Job
Industry Information Technology and Services
Experience
ServiceNow - The Enterprise IT Cloud Company September 2014 - Present
Cask, LLC May 2012 - September 2014
LPL Financial February 2010 - April 2012
Adobe Systems December 2009 - April 2010
Intuit, Inc. December 2001 - November 2009
Intuit July 2006 - February 2008
Intuit 2004 - 2006
Intuit 2001 - 2004
Sun Microsystems January 2001 - December 2001
American Express November 1991 - January 2001
Skills
Six Sigma, Operations Management, Operational Excellence, Strategic Planning, Customer Experience, Business Process Design, Change Management, ITIL, Cross-functional Team..., Process Improvement, Vendor Management, Program Management, Business Process..., Business Analysis, Project Management, Integration, Business Process, IT Strategy, Management, Strategy, IT Management, Telecommunications, Information Technology, Team Building, Service Delivery, Enterprise Software, Call Centers, Team Leadership, Outsourcing, Governance, Talent Management, Leadership, Consulting, CRM, IT Service Management, SaaS, SDLC, Service-Now, Management Consulting, Process Management, PMP, Coaching, Professional Services, Business Intelligence, Cloud Computing, PMO, Requirements Analysis, Enterprise Architecture, Project Portfolio...
Education
Thunderbird School of Global Management
MBA
Arizona State University
Bachelor of Arts (BA)
ServiceNow - The Enterprise IT Cloud Company September 2014 - Present
Cask, LLC May 2012 - September 2014
LPL Financial February 2010 - April 2012
Adobe Systems December 2009 - April 2010
Intuit, Inc. December 2001 - November 2009
Intuit July 2006 - February 2008
Intuit 2004 - 2006
Intuit 2001 - 2004
Sun Microsystems January 2001 - December 2001
American Express November 1991 - January 2001
Skills
Six Sigma, Operations Management, Operational Excellence, Strategic Planning, Customer Experience, Business Process Design, Change Management, ITIL, Cross-functional Team..., Process Improvement, Vendor Management, Program Management, Business Process..., Business Analysis, Project Management, Integration, Business Process, IT Strategy, Management, Strategy, IT Management, Telecommunications, Information Technology, Team Building, Service Delivery, Enterprise Software, Call Centers, Team Leadership, Outsourcing, Governance, Talent Management, Leadership, Consulting, CRM, IT Service Management, SaaS, SDLC, Service-Now, Management Consulting, Process Management, PMP, Coaching, Professional Services, Business Intelligence, Cloud Computing, PMO, Requirements Analysis, Enterprise Architecture, Project Portfolio...
Education
Thunderbird School of Global Management
MBA
Arizona State University
Bachelor of Arts (BA)
Jared Thorne, CISA's LPL Financial Experience February 2015 - Present
Job AVP, Governance, Risk & Compliance; Project Management
Industry Financial Services
Experience
LPL Financial February 2015 - Present
LPL Financial May 2012 - February 2015
KPMG Advisory October 2010 - June 2012
LPL Financial August 2007 - October 2010
Mervyns June 2006 - May 2007
Gap Inc. June 2005 - June 2006
United States Air Force October 2001 - January 2005
Skills
SOX, PeopleSoft, Windows, Microsoft Office, ADP, IDEA Analytics, Information Security, SAP, SOX 404, Internal Audit, Sarbanes-Oxley Act, IT Audit, Analytics, Ceridian, ADP Payroll, Troubleshooting, CISA, Enterprise Risk..., Information Security..., Software Documentation, Security, SDLC, PCI DSS, Information Technology, Microsoft SQL Server, Active Directory, Internal Controls, SAS70, Business Analysis, Auditing, Project Management, Business Process, Process Improvement, SQL, COBIT, Databases, Program Management, Vendor Management, Access, Disaster Recovery, SharePoint, Visio, ITIL, Sarbanes-Oxley, Networking, Testing, Risk Assessment, IT Management, Unix, IT Operations
Education
University of Phoenix 2007 — 2011
Bachelors of Science Information Technology, Information Technology
Community College of the Air Force 2001 — 2003
Electronics Communications, Communication Electronics; the SATCOM, Wideband, and Telemetry fields
Alfred State College - SUNY College of Technology 1998 — 2000
AAS Associate of Applied Science, Computer Art & Design
LPL Financial February 2015 - Present
LPL Financial May 2012 - February 2015
KPMG Advisory October 2010 - June 2012
LPL Financial August 2007 - October 2010
Mervyns June 2006 - May 2007
Gap Inc. June 2005 - June 2006
United States Air Force October 2001 - January 2005
Skills
SOX, PeopleSoft, Windows, Microsoft Office, ADP, IDEA Analytics, Information Security, SAP, SOX 404, Internal Audit, Sarbanes-Oxley Act, IT Audit, Analytics, Ceridian, ADP Payroll, Troubleshooting, CISA, Enterprise Risk..., Information Security..., Software Documentation, Security, SDLC, PCI DSS, Information Technology, Microsoft SQL Server, Active Directory, Internal Controls, SAS70, Business Analysis, Auditing, Project Management, Business Process, Process Improvement, SQL, COBIT, Databases, Program Management, Vendor Management, Access, Disaster Recovery, SharePoint, Visio, ITIL, Sarbanes-Oxley, Networking, Testing, Risk Assessment, IT Management, Unix, IT Operations
Education
University of Phoenix 2007 — 2011
Bachelors of Science Information Technology, Information Technology
Community College of the Air Force 2001 — 2003
Electronics Communications, Communication Electronics; the SATCOM, Wideband, and Telemetry fields
Alfred State College - SUNY College of Technology 1998 — 2000
AAS Associate of Applied Science, Computer Art & Design
Purvesh Desai's LPL Financial Experience April 2014 - December 2014
Job Business Systems Analyst at IGATE Technologies
Industry Financial Services
Experience
Citi April 2015 - Present
iGATE April 2014 - Present
LPL Financial April 2014 - December 2014
State Street IMS west January 2013 - April 2014
Syntel November 2010 - April 2014
Oracle Financial Services Software Ltd April 2008 - November 2010
Morgan Stanley Investment Management October 2006 - April 2008
JP Morgan June 2005 - October 2006
Ernst and Young April 2004 - December 2004
Skills
Pre-sales, Business Analysis, Requirements Gathering, Risk Management, SDLC, Capital Markets, Business Development, Team Management, Accounting, Business Requirements, MIS, Requirements Analysis, Business Process..., Process Improvement, User Acceptance Testing, Account Reconciliation, Securities, Derivatives, Corporate Actions, Fixed Income, Mutual Funds, Gap Analysis, Resource Management, Financial Planning, Business Intelligence, Trading, Offshoring, Credit Risk, Asset Management, Financial Markets, Outsourcing, BPO, Functional..., PL/SQL, Testing, RFP, Software Documentation, Visio, Fund Accounting, Strategic Financial..., SQL, Test Planning, IT Strategy, Investment Banking, Agile Methodologies, Wealth Management..., Software Project..., Consulting, Financial Services
Education
Mumbai Education Trust-Institute Of Management 2007 — 2010
MBA finance and management
University of Mumbai 2006 — 2008
Masters in commerce and economics
Narsee Monjee Institute of Management Studies 1999 — 2004
Bachelors in commerce and economics
Rajhans Vidyalaya 1986 — 1999
High school
Citi April 2015 - Present
iGATE April 2014 - Present
LPL Financial April 2014 - December 2014
State Street IMS west January 2013 - April 2014
Syntel November 2010 - April 2014
Oracle Financial Services Software Ltd April 2008 - November 2010
Morgan Stanley Investment Management October 2006 - April 2008
JP Morgan June 2005 - October 2006
Ernst and Young April 2004 - December 2004
Skills
Pre-sales, Business Analysis, Requirements Gathering, Risk Management, SDLC, Capital Markets, Business Development, Team Management, Accounting, Business Requirements, MIS, Requirements Analysis, Business Process..., Process Improvement, User Acceptance Testing, Account Reconciliation, Securities, Derivatives, Corporate Actions, Fixed Income, Mutual Funds, Gap Analysis, Resource Management, Financial Planning, Business Intelligence, Trading, Offshoring, Credit Risk, Asset Management, Financial Markets, Outsourcing, BPO, Functional..., PL/SQL, Testing, RFP, Software Documentation, Visio, Fund Accounting, Strategic Financial..., SQL, Test Planning, IT Strategy, Investment Banking, Agile Methodologies, Wealth Management..., Software Project..., Consulting, Financial Services
Education
Mumbai Education Trust-Institute Of Management 2007 — 2010
MBA finance and management
University of Mumbai 2006 — 2008
Masters in commerce and economics
Narsee Monjee Institute of Management Studies 1999 — 2004
Bachelors in commerce and economics
Rajhans Vidyalaya 1986 — 1999
High school
Renee Kean's LPL Financial Experience February 2007 - December 2008
Job Experienced Administrative Assistant
Industry Education Management
Experience
Arizona Western College March 2013 - August 2014
Unum November 2010 - February 2012
Unum July 2009 - October 2010
LPL Financial February 2007 - December 2008
American Mortgage Network October 2005 - February 2007
Skills
Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Visio, Insurance, Customer Service, Office Administration, Employee Benefits, Invoicing
Education
University of Houston-Clear Lake 2002 — 2004
Alvin Community College 1998 — 2002
Associate's Degree, Business Administration and Management, General
Arizona Western College March 2013 - August 2014
Unum November 2010 - February 2012
Unum July 2009 - October 2010
LPL Financial February 2007 - December 2008
American Mortgage Network October 2005 - February 2007
Skills
Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Visio, Insurance, Customer Service, Office Administration, Employee Benefits, Invoicing
Education
University of Houston-Clear Lake 2002 — 2004
Alvin Community College 1998 — 2002
Associate's Degree, Business Administration and Management, General
Rananjay Kumar's LPL Financial Experience July 2014 - Present
Job Sr. Staff Software at LPL Financial
Industry Information Technology and Services
Experience
LPL Financial July 2014 - Present
Cognizant Technology Solutions August 2012 - July 2014
Wipro Technologies September 2004 - August 2012
Skills
Informatica, Oracle RAC, Performance Tuning, Unix Shell Scripting, PL/SQL, ClearCase, BMC Remedy, WinSCP, DB2, Oracle 9i, Oracle SQL, Data Quality Assurance, Data Mining, Siebel EIM, Sybase, Oracle, Database Design, System Testing, Software Design, Software Development, Software Deployment, Data Integration, Integration, Requirements Analysis, Databases, Siebel, Oracle SQL Developer, Shell Scripting, Unix, Requirements Gathering, SDLC, ETL, SQL, Data Warehousing, Agile Methodologies, User Acceptance Testing, Data Migration
Education
Makhanlal Chaturvedi Rashtriya Patrakarita Vishwavidhyalaya 2001 — 2004
BCA
Birla Institute of Technology
MS, Software Engineering
LPL Financial July 2014 - Present
Cognizant Technology Solutions August 2012 - July 2014
Wipro Technologies September 2004 - August 2012
Skills
Informatica, Oracle RAC, Performance Tuning, Unix Shell Scripting, PL/SQL, ClearCase, BMC Remedy, WinSCP, DB2, Oracle 9i, Oracle SQL, Data Quality Assurance, Data Mining, Siebel EIM, Sybase, Oracle, Database Design, System Testing, Software Design, Software Development, Software Deployment, Data Integration, Integration, Requirements Analysis, Databases, Siebel, Oracle SQL Developer, Shell Scripting, Unix, Requirements Gathering, SDLC, ETL, SQL, Data Warehousing, Agile Methodologies, User Acceptance Testing, Data Migration
Education
Makhanlal Chaturvedi Rashtriya Patrakarita Vishwavidhyalaya 2001 — 2004
BCA
Birla Institute of Technology
MS, Software Engineering
Grant Kabobel's LPL Financial Experience April 2007 - September 2011
Job Storage Consultant
Industry Information Technology and Services
Experience
IBM November 2012 - Present
PGTEK June 2012 - August 2012
Enterprise Computing Solutions September 2011 - June 2012
LPL Financial April 2007 - September 2011
Electronic Data Systems (EDS) February 2005 - April 2007
Intellys February 2006 - June 2006
Strategic Data Systems (SDS) May 2005 - June 2005
CCOPS / NMCI March 2001 - February 2005
TEKsystems August 2000 - February 2001
Skills
Cisco, Brocade, Storage Area Networks, Storage Virtualization, 3PAR, IBM XIV, Compellent, SVM, Brocade Accredited Data..., Brocade Accredited..., Brocade Certified..., Cisco Technologies, SAN, Servers, Storage, Active Directory, NetApp, Clariion, EMC Storage, HP, Windows, VMware, Disaster Recovery, Firewalls, WAN, Data Center, Enterprise Storage, Fibre Channel, High Availability, Windows Server, Switches, Troubleshooting, Unix
Education
Coleman College 2002 — 2004
Computer and Information Sciences
Associated Technical College-San Diego 2001 — 2001
Fiber Optic Certification
Palomar College Police Academy 1998 — 1999
Certification in Criminal Justice / Law Enforcement
Palomar College 1997 — 1998
Criminal Justice
IBM November 2012 - Present
PGTEK June 2012 - August 2012
Enterprise Computing Solutions September 2011 - June 2012
LPL Financial April 2007 - September 2011
Electronic Data Systems (EDS) February 2005 - April 2007
Intellys February 2006 - June 2006
Strategic Data Systems (SDS) May 2005 - June 2005
CCOPS / NMCI March 2001 - February 2005
TEKsystems August 2000 - February 2001
Skills
Cisco, Brocade, Storage Area Networks, Storage Virtualization, 3PAR, IBM XIV, Compellent, SVM, Brocade Accredited Data..., Brocade Accredited..., Brocade Certified..., Cisco Technologies, SAN, Servers, Storage, Active Directory, NetApp, Clariion, EMC Storage, HP, Windows, VMware, Disaster Recovery, Firewalls, WAN, Data Center, Enterprise Storage, Fibre Channel, High Availability, Windows Server, Switches, Troubleshooting, Unix
Education
Coleman College 2002 — 2004
Computer and Information Sciences
Associated Technical College-San Diego 2001 — 2001
Fiber Optic Certification
Palomar College Police Academy 1998 — 1999
Certification in Criminal Justice / Law Enforcement
Palomar College 1997 — 1998
Criminal Justice
Chad McFall's LPL Financial Experience February 2008 - July 2013
Job Principal Security Engineer at Time Warner Cable
Industry Information Technology and Services
Experience
Time Warner Cable August 2013 - Present
LPL Financial February 2008 - July 2013
Solar Turbines (Volt Technical) June 2003 - February 2008
EDS (Raytheon (PEC Solutions)) June 2001 - June 2003
Solar Turbines (Star Solutions) May 2000 - May 2001
Solar Turbines (Inacom) February 1999 - May 2000
Vanstar March 1998 - February 1999
CampusMCI (Norrell Staffing) February 1997 - February 1998
MCS Electronics INTL INC April 1995 - January 1997
Skills
Network Security, IPS, Security, CISSP, Information Security, Network Administration, Virtualization, Disaster Recovery, VMware, Servers, Computer Security, Firewalls, Active Directory, Vulnerability Assessment, Penetration Testing, System Administration, Wireless Networking, Microcontrollers, SPIN Programming, Turbo Pascal, C++, VBScript, Electronics, Encryption, ITIL, Troubleshooting
Education
University of Phoenix-San Diego Campus 2004 — 2006
Bachelor's of Science Information Technology, Information Technology and Business Systems, 3.92 Honors
Anthem College-Phoenix 1996 — 1997
Associates IT and Business Systems, Computer Electronics
Temecula Valley High School 1992 — 1996
Diploma
Time Warner Cable August 2013 - Present
LPL Financial February 2008 - July 2013
Solar Turbines (Volt Technical) June 2003 - February 2008
EDS (Raytheon (PEC Solutions)) June 2001 - June 2003
Solar Turbines (Star Solutions) May 2000 - May 2001
Solar Turbines (Inacom) February 1999 - May 2000
Vanstar March 1998 - February 1999
CampusMCI (Norrell Staffing) February 1997 - February 1998
MCS Electronics INTL INC April 1995 - January 1997
Skills
Network Security, IPS, Security, CISSP, Information Security, Network Administration, Virtualization, Disaster Recovery, VMware, Servers, Computer Security, Firewalls, Active Directory, Vulnerability Assessment, Penetration Testing, System Administration, Wireless Networking, Microcontrollers, SPIN Programming, Turbo Pascal, C++, VBScript, Electronics, Encryption, ITIL, Troubleshooting
Education
University of Phoenix-San Diego Campus 2004 — 2006
Bachelor's of Science Information Technology, Information Technology and Business Systems, 3.92 Honors
Anthem College-Phoenix 1996 — 1997
Associates IT and Business Systems, Computer Electronics
Temecula Valley High School 1992 — 1996
Diploma
Angelo Pardo's LPL Financial Experience January 2008 - September 2013
Job Compliance Advisor at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network November 2013 - Present
LPL Financial January 2008 - September 2013
LPL Financial January 2008 - December 2009
Skills
Series 63, Uniform Combined State..., Investments, Risk Management, Equities, Alternative Investments, Financial Services, Asset Management, Wealth Management, Retirement Planning, Fixed Annuities, Fixed Income, FINRA, Series 7, Securities, Series 24, Mutual Funds, Investment Advisory, Securities Regulation, Series 55, Series 66
Education
Andrews University 1991 — 1996
BS, Sociology - Criminal Justice emphasis
Commonwealth Financial Network November 2013 - Present
LPL Financial January 2008 - September 2013
LPL Financial January 2008 - December 2009
Skills
Series 63, Uniform Combined State..., Investments, Risk Management, Equities, Alternative Investments, Financial Services, Asset Management, Wealth Management, Retirement Planning, Fixed Annuities, Fixed Income, FINRA, Series 7, Securities, Series 24, Mutual Funds, Investment Advisory, Securities Regulation, Series 55, Series 66
Education
Andrews University 1991 — 1996
BS, Sociology - Criminal Justice emphasis
Andrew Copulsky's LPL Financial Experience May 2012 - Present
Job Compliance and Supervision at LPL Financial
Industry Financial Services
Experience
LPL Financial May 2012 - Present
Sanders Morris Harris June 2010 - July 2011
AIG Advisor Group February 2005 - June 2010
JP Morgan Chase 2003 - 2005
JP Morgan Chase 2003 - 2005
GRO Corporation 1998 - 2001
Block Trading 1995 - 1999
royce investment group 1994 - 1996
Skills
Risk Management, Securities, Trading, Due Diligence, Options, Asset Allocation, Retirement Planning, Mutual Funds, Management, Equities, Series 7, Series 24, Alternative Investments, Investment Strategies, Separately Managed..., 401k, Fixed Annuities, Series 63, Insurance, Series 6, Investment Management, Bloomberg, Series 65, Estate Planning, Financial Advisory, Retirement, Broker-Dealer, Equity Trading, Certified Financial..., Relationship Management, Structured Products, Uniform Combined State..., Variable Annuities, Investment Advisory, ETFs, KYC, FINRA, Asset Management, Wealth Management, Financial Services, AML
Education
Alfred University 1991 — 1994
University of Bridgeport
LPL Financial May 2012 - Present
Sanders Morris Harris June 2010 - July 2011
AIG Advisor Group February 2005 - June 2010
JP Morgan Chase 2003 - 2005
JP Morgan Chase 2003 - 2005
GRO Corporation 1998 - 2001
Block Trading 1995 - 1999
royce investment group 1994 - 1996
Skills
Risk Management, Securities, Trading, Due Diligence, Options, Asset Allocation, Retirement Planning, Mutual Funds, Management, Equities, Series 7, Series 24, Alternative Investments, Investment Strategies, Separately Managed..., 401k, Fixed Annuities, Series 63, Insurance, Series 6, Investment Management, Bloomberg, Series 65, Estate Planning, Financial Advisory, Retirement, Broker-Dealer, Equity Trading, Certified Financial..., Relationship Management, Structured Products, Uniform Combined State..., Variable Annuities, Investment Advisory, ETFs, KYC, FINRA, Asset Management, Wealth Management, Financial Services, AML
Education
Alfred University 1991 — 1994
University of Bridgeport
Rob Dibble's LPL Financial Experience September 2014 - December 2014
Job Manager of Corporate Learning at Peak 10
Industry Financial Services
Experience
Peak 10 September 2015 - Present
Green Roots July 2012 - Present
Wells Fargo December 2014 - September 2015
LPL Financial September 2014 - December 2014
LPL Financial January 2012 - September 2014
LPL Financial March 2010 - January 2012
LPL Financial November 2007 - March 2010
Wachovia March 2004 - November 2007
Wachovia, A Wells Fargo Company March 2002 - March 2004
Wachovia, A Wells Fargo Company January 2000 - January 2002
Skills
Instructor-led Training, Learning Management, Technical Training, Software Training, New Hire Orientation, Instructional Design, E-learning, Classroom Instruction, Curriculum Design, Staff Development, Mutual Funds, Program Management, Financial Advisory, Coaching, E-Learning, Project Management, Data Analysis, Analysis, Leadership, Leadership Development, Captivate, Training, Customer Service, Financial Services
Education
Amberton University 2013 — 2017
Master's Degree, Training and Development
University of North Carolina at Charlotte 1991 — 1995
BA, Religious Studies
Gaston Day School 1987 — 1991
Peak 10 September 2015 - Present
Green Roots July 2012 - Present
Wells Fargo December 2014 - September 2015
LPL Financial September 2014 - December 2014
LPL Financial January 2012 - September 2014
LPL Financial March 2010 - January 2012
LPL Financial November 2007 - March 2010
Wachovia March 2004 - November 2007
Wachovia, A Wells Fargo Company March 2002 - March 2004
Wachovia, A Wells Fargo Company January 2000 - January 2002
Skills
Instructor-led Training, Learning Management, Technical Training, Software Training, New Hire Orientation, Instructional Design, E-learning, Classroom Instruction, Curriculum Design, Staff Development, Mutual Funds, Program Management, Financial Advisory, Coaching, E-Learning, Project Management, Data Analysis, Analysis, Leadership, Leadership Development, Captivate, Training, Customer Service, Financial Services
Education
Amberton University 2013 — 2017
Master's Degree, Training and Development
University of North Carolina at Charlotte 1991 — 1995
BA, Religious Studies
Gaston Day School 1987 — 1991
Mike Summitt's LPL Financial Experience May 2011 - October 2012
Job Software engineer at Nefsis Corporation
Industry Information Technology and Services
Experience
Nefsis August 2013 - Present
San Diego Gas & Electric October 2012 - July 2013
LPL Financial May 2011 - October 2012
Skylight Financial November 2010 - February 2011
ista North America July 2010 - October 2010
Southern Company May 2007 - June 2010
ZC Sterling Insurance January 2007 - May 2007
Georgia Department of Labor December 2003 - December 2006
Coca-Cola March 2003 - May 2003
CGM, LLC May 2002 - March 2003
Skills
SDLC, C#, Microsoft SQL Server, ASP.NET, SQL, .NET, WCF, XML, Databases, SharePoint, TFS, SSIS, T-SQL, Agile Methodologies, Requirements Analysis
Education
American InterContinental University 2002 — 2004
BS, Information Technology
Palm Beach Community College 1984 — 1986
AS, Information Technology
Palm Beach Community College 1984 — 1985
Associate of Science (AS), Computer Science
Broward College 1982 — 1983
CC, Accounting
Nefsis August 2013 - Present
San Diego Gas & Electric October 2012 - July 2013
LPL Financial May 2011 - October 2012
Skylight Financial November 2010 - February 2011
ista North America July 2010 - October 2010
Southern Company May 2007 - June 2010
ZC Sterling Insurance January 2007 - May 2007
Georgia Department of Labor December 2003 - December 2006
Coca-Cola March 2003 - May 2003
CGM, LLC May 2002 - March 2003
Skills
SDLC, C#, Microsoft SQL Server, ASP.NET, SQL, .NET, WCF, XML, Databases, SharePoint, TFS, SSIS, T-SQL, Agile Methodologies, Requirements Analysis
Education
American InterContinental University 2002 — 2004
BS, Information Technology
Palm Beach Community College 1984 — 1986
AS, Information Technology
Palm Beach Community College 1984 — 1985
Associate of Science (AS), Computer Science
Broward College 1982 — 1983
CC, Accounting
Banumathi Sugumar's LPL Financial Experience September 2012 - March 2013
Job Quality and Product Manager at SunTrust Bank
Industry Computer Software
Experience
SunTrust Bank June 2014 - Present
SunTrust Bank March 2013 - Present
LPL Financial September 2012 - March 2013
Mitchell International March 2009 - September 2012
Kodak December 2007 - February 2009
HCL Technologies September 2005 - December 2006
Skills
Software Quality..., Test Automation, QTP, Test Planning, Quality Center, Manual Testing, Agile Methodologies, SDLC, TFS, Software Engineering, Web Applications, C#, Web Services, Visual Studio, .NET, ASP.NET, Scrum, Testing, XML
Education
Anna University 2000 — 2005
B.E, Electrical & Electronics, A+
UCSD
SunTrust Bank June 2014 - Present
SunTrust Bank March 2013 - Present
LPL Financial September 2012 - March 2013
Mitchell International March 2009 - September 2012
Kodak December 2007 - February 2009
HCL Technologies September 2005 - December 2006
Skills
Software Quality..., Test Automation, QTP, Test Planning, Quality Center, Manual Testing, Agile Methodologies, SDLC, TFS, Software Engineering, Web Applications, C#, Web Services, Visual Studio, .NET, ASP.NET, Scrum, Testing, XML
Education
Anna University 2000 — 2005
B.E, Electrical & Electronics, A+
UCSD
Arron Brisard's LPL Financial Experience October 2007 - Present
Job Wealth Manager, Envision Wealth Partners
Industry Financial Services
Experience
Envision Wealth Partners October 2007 - Present
LPL Financial October 2007 - Present
CUNA Mutual Group August 2002 - August 2003
First Union National Bank August 1999 - August 2002
Skills
Insurance, Series 7, Series 63, Strategic Financial..., Securities, FINRA, Risk Management, Finance, Retirement Planning, Retirement, ETFs, 401k Rollovers, Mutual Funds, Estate Planning, Life Insurance, 401k, IRAs, Series 6, Wealth, Fixed Income, Series 65, Long-term Care, Roth IRA, Saving for Education, Wealth Accumulation, Disability Insurance, 529 Plans, Uniform Combined State...
Education
Stamford College 1986 — 1990
Bachelor's Degree, Economics, Statics, Accounting
Envision Wealth Partners October 2007 - Present
LPL Financial October 2007 - Present
CUNA Mutual Group August 2002 - August 2003
First Union National Bank August 1999 - August 2002
Skills
Insurance, Series 7, Series 63, Strategic Financial..., Securities, FINRA, Risk Management, Finance, Retirement Planning, Retirement, ETFs, 401k Rollovers, Mutual Funds, Estate Planning, Life Insurance, 401k, IRAs, Series 6, Wealth, Fixed Income, Series 65, Long-term Care, Roth IRA, Saving for Education, Wealth Accumulation, Disability Insurance, 529 Plans, Uniform Combined State...
Education
Stamford College 1986 — 1990
Bachelor's Degree, Economics, Statics, Accounting
Prabhakara Keerthipati's LPL Financial Experience July 2007 - November 2008
Job Software Engineer at LPL Financial
Industry Information Technology and Services
Experience
LPL Financial July 2007 - November 2008
Computer Market Research Ltd April 2001 - April 2007
Skills
Microsoft SQL Server, SQL, .NET, SDLC, Unix, Requirements Analysis
Education
Acharya Nagarjuna University 1984 — 1988
B.Tech, Civil Engineering
LPL Financial July 2007 - November 2008
Computer Market Research Ltd April 2001 - April 2007
Skills
Microsoft SQL Server, SQL, .NET, SDLC, Unix, Requirements Analysis
Education
Acharya Nagarjuna University 1984 — 1988
B.Tech, Civil Engineering
Emily Turmelle's LPL Financial Experience September 2005 - Present
Job Client Services Assistant/Office Manager at LPL Financial Services
Industry Financial Services
Experience
LPL Financial September 2005 - Present
OnTrack Tutoring & Family Support Services, Inc. August 2005 - May 2007
Education
Arizona State University 2003 — 2005
MSW, Master of Social Work
University of Arizona 1998 — 2002
BA, Psychology
LPL Financial September 2005 - Present
OnTrack Tutoring & Family Support Services, Inc. August 2005 - May 2007
Education
Arizona State University 2003 — 2005
MSW, Master of Social Work
University of Arizona 1998 — 2002
BA, Psychology
Elizabeth (Betsy) Thompson's LPL Financial Experience June 2009 - February 2010
Job VP Market Surveillance/Monitoring Manager at Bank of America
Industry Financial Services
Experience
Bank of America March 2010 - Present
LPL Financial June 2009 - February 2010
Banc of America Investments October 2008 - June 2009
Banc of America Investments March 2005 - October 2008
Banc of America Investments May 2003 - March 2005
Skills
Banking, Investments, Management, Trading, Customer Service, FINRA, Series 7, Securities, Equities
Education
Appalachian State University 1995 — 2000
BS, Bankng and Finance
Bank of America March 2010 - Present
LPL Financial June 2009 - February 2010
Banc of America Investments October 2008 - June 2009
Banc of America Investments March 2005 - October 2008
Banc of America Investments May 2003 - March 2005
Skills
Banking, Investments, Management, Trading, Customer Service, FINRA, Series 7, Securities, Equities
Education
Appalachian State University 1995 — 2000
BS, Bankng and Finance
Andy Harless, CFP®'s LPL Financial Experience December 2010 - July 2013
Job Financial Consultant at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial July 2013 - Present
LPL Financial December 2010 - July 2013
Vanguard October 2003 - December 2010
Skills
Financial Analysis, Strategic Financial..., SAS, Portfolio Management, Analysis, Forecasting, Economics, Statistics, Series 7, Series 63, Mutual Funds, Series 24, Excel models, Bloomberg, VBA, Relationship Management, Sales, Asset Allocation, Wealth Management, Trading
Education
University of North Carolina at Charlotte 2007 — 2009
Master of Science, Economics
Appalachian State University 1999 — 2003
BSBA, Finance
E*TRADE Financial July 2013 - Present
LPL Financial December 2010 - July 2013
Vanguard October 2003 - December 2010
Skills
Financial Analysis, Strategic Financial..., SAS, Portfolio Management, Analysis, Forecasting, Economics, Statistics, Series 7, Series 63, Mutual Funds, Series 24, Excel models, Bloomberg, VBA, Relationship Management, Sales, Asset Allocation, Wealth Management, Trading
Education
University of North Carolina at Charlotte 2007 — 2009
Master of Science, Economics
Appalachian State University 1999 — 2003
BSBA, Finance
Bradley Warfield's LPL Financial Experience Customer ServiceLPL Financial2001 - 2009
Job Customer Service Rep at LPL Financial
Industry Financial Services
Experience
LPL Financial Customer ServiceLPL Financial2001 - 2009
LPL Financial 2001 - 2009
Education
Appalachian State University 1996 — 2000
LPL Financial Customer ServiceLPL Financial2001 - 2009
LPL Financial 2001 - 2009
Education
Appalachian State University 1996 — 2000
Pradeep Kodali's LPL Financial Experience May 2012 - May 2013
Job Senior Oracle Engineer at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo May 2013 - Present
LPL Financial May 2012 - May 2013
State Compensation Insurance Fund July 2008 - June 2012
Zenith Insurance Company (United States) August 2006 - December 2007
Intuit March 2006 - August 2006
Mahindra Satyam July 2005 - February 2006
MphasiS October 2004 - June 2005
3i Infotech January 2004 - October 2004
VISAKHAPATNAM STEEL PLANT May 2001 - December 2003
Education
Andhra University 1996 — 2000
Bachelor's degree
Andhra University
Bachelor of Engineering
Wells Fargo May 2013 - Present
LPL Financial May 2012 - May 2013
State Compensation Insurance Fund July 2008 - June 2012
Zenith Insurance Company (United States) August 2006 - December 2007
Intuit March 2006 - August 2006
Mahindra Satyam July 2005 - February 2006
MphasiS October 2004 - June 2005
3i Infotech January 2004 - October 2004
VISAKHAPATNAM STEEL PLANT May 2001 - December 2003
Education
Andhra University 1996 — 2000
Bachelor's degree
Andhra University
Bachelor of Engineering
Paige Kerr's LPL Financial Experience 2003 - March 2014
Job Vice President, Advisor Relations at The Strategic Financial Alliance
Industry Financial Services
Experience
The Strategic Financial Alliance, Inc. March 2014 - Present
LPL Financial 2003 - March 2014
Wachovia CorporationWachovia Securities 1991 - 2003
Bank South, N.A. 1982 - 1990
Skills
Strategy, Management, Organizational..., Wealth Management, Leadership, Cross-functional Team..., Program Management, Series 7, Performance Management, Mutual Funds, Series 63, Training, Investments, Strategic Planning, Financial Services, Team Building, Securities, Coaching, Fixed Annuities, Change Management, Relationship Management, Sales
Education
Agnes Scott College
Bachelor of Arts, Economics
Central College, London, England
The Strategic Financial Alliance, Inc. March 2014 - Present
LPL Financial 2003 - March 2014
Wachovia CorporationWachovia Securities 1991 - 2003
Bank South, N.A. 1982 - 1990
Skills
Strategy, Management, Organizational..., Wealth Management, Leadership, Cross-functional Team..., Program Management, Series 7, Performance Management, Mutual Funds, Series 63, Training, Investments, Strategic Planning, Financial Services, Team Building, Securities, Coaching, Fixed Annuities, Change Management, Relationship Management, Sales
Education
Agnes Scott College
Bachelor of Arts, Economics
Central College, London, England
Penelope Hamourgas's LPL Financial Experience September 2009 - June 2011
Job Co Founder at Bond Voyage
Industry Leisure, Travel & Tourism
Experience
Bond Voyage January 2015 - Present
NPPE Corporation May 2007 - Present
Babson College May 2012 - May 2013
LPL Financial September 2009 - June 2011
Merrill Lynch June 2006 - December 2006
NATIONAL BANK OF THE GREECE January 2004 - May 2005
Skills
CFA Level II Candidate, Advanced Excel,..., SAS, Bloomberg Terminal, Valuation Modeling, Strategic Financial..., Eviews, Statistical Tools, Fixed Income, Financial Modeling, Chartered Financial..., Bloomberg, Investments, Capital Markets, Equity Valuation, Corporate Finance, Equities, Financial Analysis, Equity Research, Capital IQ, Valuation, Mergers & Acquisitions, Entrepreneurship
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2013
Master of Business Administration (MBA), Strategy and Entrepreneurship
Northeastern University 2005 — 2007
Bachelor of Science Degree, Business Administration; Finance
American College of Thessaloniki 2003 — 2005
Bachelor of Science Degree, Business Administration
Bond Voyage January 2015 - Present
NPPE Corporation May 2007 - Present
Babson College May 2012 - May 2013
LPL Financial September 2009 - June 2011
Merrill Lynch June 2006 - December 2006
NATIONAL BANK OF THE GREECE January 2004 - May 2005
Skills
CFA Level II Candidate, Advanced Excel,..., SAS, Bloomberg Terminal, Valuation Modeling, Strategic Financial..., Eviews, Statistical Tools, Fixed Income, Financial Modeling, Chartered Financial..., Bloomberg, Investments, Capital Markets, Equity Valuation, Corporate Finance, Equities, Financial Analysis, Equity Research, Capital IQ, Valuation, Mergers & Acquisitions, Entrepreneurship
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2013
Master of Business Administration (MBA), Strategy and Entrepreneurship
Northeastern University 2005 — 2007
Bachelor of Science Degree, Business Administration; Finance
American College of Thessaloniki 2003 — 2005
Bachelor of Science Degree, Business Administration
Jeffrey Nyamweya's LPL Financial Experience October 2013 - Present
Job Sr Developer at LPL Financial
Industry Financial Services
Experience
LPL Financial October 2013 - Present
LPL Financial October 2010 - September 2013
Self Employed May 2008 - August 2010
Self Employed May 2008 - March 2010
CSA Travel Protection December 2005 - May 2007
IQ Pipeline November 2003 - August 2005
Accountemps November 2003 - August 2005
African Aesthetics March 2003 - March 2004
ProfitLine December 2000 - March 2003
Skills
Microsoft SQL Server, Business Process, Access, Business Analysis, Databases, SQL, Requirements Analysis, Business Process..., Project Management, Visio, Agile Methodologies, SharePoint, SDLC, Visual Basic, VBA, Software Development, Analysis, Business Objects, Requirements Gathering, Oracle, Data Analytics
Education
Alliant International University-San Diego Scripps Ranch 2000 — 2003
MBA, Finance, Information Systems
LPL Financial October 2013 - Present
LPL Financial October 2010 - September 2013
Self Employed May 2008 - August 2010
Self Employed May 2008 - March 2010
CSA Travel Protection December 2005 - May 2007
IQ Pipeline November 2003 - August 2005
Accountemps November 2003 - August 2005
African Aesthetics March 2003 - March 2004
ProfitLine December 2000 - March 2003
Skills
Microsoft SQL Server, Business Process, Access, Business Analysis, Databases, SQL, Requirements Analysis, Business Process..., Project Management, Visio, Agile Methodologies, SharePoint, SDLC, Visual Basic, VBA, Software Development, Analysis, Business Objects, Requirements Gathering, Oracle, Data Analytics
Education
Alliant International University-San Diego Scripps Ranch 2000 — 2003
MBA, Finance, Information Systems
Nate Chambers's LPL Financial Experience June 2015 - Present
Job Associate Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2015 - Present
LPL Financial October 2007 - June 2015
LPL Financial October 2007 - December 2009
Skills
FINRA, Mutual Funds, Series 24, Coaching, Uniform Combined State..., Series 7, Series 63, Securities, Investments, ETFs, Fixed Annuities, Series 65, Series 6, 401k, IRAs, Microsoft Office, Financial Services, Banking
Education
Appalachian State University 2001 — 2005
Banking and Financial Support Services
Appalachian State University
Bachelor of Business Administration (B.B.A.), Finance, General
LPL Financial June 2015 - Present
LPL Financial October 2007 - June 2015
LPL Financial October 2007 - December 2009
Skills
FINRA, Mutual Funds, Series 24, Coaching, Uniform Combined State..., Series 7, Series 63, Securities, Investments, ETFs, Fixed Annuities, Series 65, Series 6, 401k, IRAs, Microsoft Office, Financial Services, Banking
Education
Appalachian State University 2001 — 2005
Banking and Financial Support Services
Appalachian State University
Bachelor of Business Administration (B.B.A.), Finance, General
Jonathan Patterson's LPL Financial Experience June 2008 - September 2010
Job VP; Chief Financial Officer
Industry Construction
Experience
Haston Family of Companies April 2014 - Present
Financial Resources Group, LLC September 2010 - April 2014
LPL Financial June 2008 - September 2010
Banc of America Investments August 2005 - June 2008
Banc of America Investments November 2006 - September 2007
Banc of America Investments April 2006 - November 2006
Banc of America Investments August 2005 - April 2006
CACI International Inc February 2004 - April 2005
Skills
Series 7, Series 24, Financial Analysis, Investments, Securities, Mutual Funds, FINRA, Leadership, Equities, Fixed Income, Financial Risk, Alternative Investments, Fixed Annuities
Education
Appalachian State University 2000 — 2003
Bachelor's, Communications
Haston Family of Companies April 2014 - Present
Financial Resources Group, LLC September 2010 - April 2014
LPL Financial June 2008 - September 2010
Banc of America Investments August 2005 - June 2008
Banc of America Investments November 2006 - September 2007
Banc of America Investments April 2006 - November 2006
Banc of America Investments August 2005 - April 2006
CACI International Inc February 2004 - April 2005
Skills
Series 7, Series 24, Financial Analysis, Investments, Securities, Mutual Funds, FINRA, Leadership, Equities, Fixed Income, Financial Risk, Alternative Investments, Fixed Annuities
Education
Appalachian State University 2000 — 2003
Bachelor's, Communications
Matthew Schenk's LPL Financial Experience July 2013 - October 2013
Job Merchandise Planning Analyst at PETCO Animal Supplies, Inc.
Industry Retail
Experience
PETCO Animal Supplies, Inc. October 2014 - Present
PETCO Animal Supplies, Inc. November 2013 - October 2014
LPL Financial July 2013 - October 2013
Whole Foods Market June 2013 - October 2013
Schenk's Family Bakery, Inc. March 2012 - June 2013
Meketa Investment Group January 2010 - March 2012
Gabelli Asset Management June 2008 - August 2008
Philadelphia Stock Exchange June 2007 - August 2007
RuffaloCODY October 2006 - January 2007
Skills
Financial Modeling, Equities, Investments, Portfolio Management, Private Equity, Valuation, Alternative Investments, Mutual Funds, Asset Allocation, Asset Managment, Merchandise Planning
Education
Boston College 2005 — 2009
Finance, Business
American College of Thessaloniki 2008 — 2008
Business Administration
PETCO Animal Supplies, Inc. October 2014 - Present
PETCO Animal Supplies, Inc. November 2013 - October 2014
LPL Financial July 2013 - October 2013
Whole Foods Market June 2013 - October 2013
Schenk's Family Bakery, Inc. March 2012 - June 2013
Meketa Investment Group January 2010 - March 2012
Gabelli Asset Management June 2008 - August 2008
Philadelphia Stock Exchange June 2007 - August 2007
RuffaloCODY October 2006 - January 2007
Skills
Financial Modeling, Equities, Investments, Portfolio Management, Private Equity, Valuation, Alternative Investments, Mutual Funds, Asset Allocation, Asset Managment, Merchandise Planning
Education
Boston College 2005 — 2009
Finance, Business
American College of Thessaloniki 2008 — 2008
Business Administration
Kate Ring's LPL Financial Experience January 2013 - Present
Job
Industry Financial Services
Experience
LPL Financial January 2013 - Present
Fortigent, LLC September 2010 - January 2013
Spot Trading, LLC February 2009 - August 2010
Mutual Trust Financial Group February 2005 - February 2009
Skills
Series 7, Mutual Funds, Series 63, Hedge Funds, Asset Management, Alternative Investments, Investment Advisory, Risk Management, Due Diligence, Financial Services
Education
DePaul University College of Law 2001 — 2004
Juris Doctor, American/U.S. Law/Legal Studies/Jurisprudence
American University 1997 — 2001
Bachelor of Arts (BA), Political Science and Justice
LPL Financial January 2013 - Present
Fortigent, LLC September 2010 - January 2013
Spot Trading, LLC February 2009 - August 2010
Mutual Trust Financial Group February 2005 - February 2009
Skills
Series 7, Mutual Funds, Series 63, Hedge Funds, Asset Management, Alternative Investments, Investment Advisory, Risk Management, Due Diligence, Financial Services
Education
DePaul University College of Law 2001 — 2004
Juris Doctor, American/U.S. Law/Legal Studies/Jurisprudence
American University 1997 — 2001
Bachelor of Arts (BA), Political Science and Justice
Susan Fasano's LPL Financial Experience July 2013 - Present
Job Financial Advisor at LPL Financial, Member SIPC
Industry Financial Services
Experience
LPL Financial July 2013 - Present
Lincoln Financial Services Corp, Member SIPC December 2005 - July 2013
New York Life Insurance Company July 1985 - April 2002
Skills
Investments, Mutual Funds, Investment Advisory, Retirement, Strategic Financial..., Fixed Annuities, Financial Advisory, Fixed Income, Financial Services, 401k, Bonds, Due Diligence, Long-term Care, Financial Risk, Variable Annuities
Education
Adelphi University 1987 — 1990
MBA, Finance
Saint Michael's College 1981 — 1985
BS, Business and Finance
LPL Financial July 2013 - Present
Lincoln Financial Services Corp, Member SIPC December 2005 - July 2013
New York Life Insurance Company July 1985 - April 2002
Skills
Investments, Mutual Funds, Investment Advisory, Retirement, Strategic Financial..., Fixed Annuities, Financial Advisory, Fixed Income, Financial Services, 401k, Bonds, Due Diligence, Long-term Care, Financial Risk, Variable Annuities
Education
Adelphi University 1987 — 1990
MBA, Finance
Saint Michael's College 1981 — 1985
BS, Business and Finance
Eric Ogden Smith's LPL Financial Experience February 2013 - January 2015
Job Analytics Consultant 2 at Wells Fargo
Industry Capital Markets
Experience
Wells Fargo February 2015 - Present
LPL Financial February 2013 - January 2015
LPL Financial December 2010 - January 2015
Fortigent, LLC June 2008 - December 2010
Jamestown Coating Technologies April 2005 - January 2007
Office Depot May 2006 - September 2006
Skills
Bloomberg, Financial Modeling, Fixed Income, Equities, Investments, Economics, Portfolio Management, Financial Analysis, Microsoft Excel, SharePoint, Mutual Funds, Investment Strategies, Valuation, Asset Allocation, Corporate Finance, Due Diligence, SAS, SQL, Asset Management, Asset Managment, Microsoft Word, PowerPoint, Zendesk, Weka, SPSS, Teradata SQL, Microsoft Access, Polypaths
Education
Northwestern University 2011 — 2015
Master's of Science, Predictive Analytics (in progress)
Allegheny College 2004 — 2008
Bachelors, Economics
Wells Fargo February 2015 - Present
LPL Financial February 2013 - January 2015
LPL Financial December 2010 - January 2015
Fortigent, LLC June 2008 - December 2010
Jamestown Coating Technologies April 2005 - January 2007
Office Depot May 2006 - September 2006
Skills
Bloomberg, Financial Modeling, Fixed Income, Equities, Investments, Economics, Portfolio Management, Financial Analysis, Microsoft Excel, SharePoint, Mutual Funds, Investment Strategies, Valuation, Asset Allocation, Corporate Finance, Due Diligence, SAS, SQL, Asset Management, Asset Managment, Microsoft Word, PowerPoint, Zendesk, Weka, SPSS, Teradata SQL, Microsoft Access, Polypaths
Education
Northwestern University 2011 — 2015
Master's of Science, Predictive Analytics (in progress)
Allegheny College 2004 — 2008
Bachelors, Economics
Kelly Maltese's LPL Financial Experience 2008 - 2010
Job
Industry Education Management
Experience
Digital Harbor High School August 2010 - Present
LPL Financial 2008 - 2010
Herrington Teddy Bears 2007 - 2008
Education
University of Maryland Baltimore County 2009 — 2011
Master of Arts, Teaching
American University 2004 — 2011
Bachelor of Arts, History
Orange Coast College
Associate of Arts, Liberal Studies
Digital Harbor High School August 2010 - Present
LPL Financial 2008 - 2010
Herrington Teddy Bears 2007 - 2008
Education
University of Maryland Baltimore County 2009 — 2011
Master of Arts, Teaching
American University 2004 — 2011
Bachelor of Arts, History
Orange Coast College
Associate of Arts, Liberal Studies
Mel (Little) Irvine's LPL Financial Experience June 2007 - September 2014
Job Currently Seeking New Financial Services Opportunities
Industry Financial Services
Experience
LPL Financial June 2007 - September 2014
John Hancock Financial Services December 2006 - May 2007
FSC Securities March 2005 - November 2006
Skills
Microsoft Office, Investments, Mutual Funds, Securities, Financial Services, Series 7, Financial Planning, Equities, Portfolio Management, Legal Compliance, Trade Compliance, Risk Management, Investment Advisory, Series 24, Series 65, Series 63, Scuba Diving, PADI Divemaster, Communication, Writing, Project Planning, Project Management, Positive Work..., Employee Loyalty, Analytical Skills, Organizational..., Leadership, Interpersonal Skills
Education
Appalachian State University 1998 — 2002
Bachelor of Arts (BA), Interdisciplinary Studies with concentration in German Studies, Teaching ESL & Applied Linguistics
LPL Financial June 2007 - September 2014
John Hancock Financial Services December 2006 - May 2007
FSC Securities March 2005 - November 2006
Skills
Microsoft Office, Investments, Mutual Funds, Securities, Financial Services, Series 7, Financial Planning, Equities, Portfolio Management, Legal Compliance, Trade Compliance, Risk Management, Investment Advisory, Series 24, Series 65, Series 63, Scuba Diving, PADI Divemaster, Communication, Writing, Project Planning, Project Management, Positive Work..., Employee Loyalty, Analytical Skills, Organizational..., Leadership, Interpersonal Skills
Education
Appalachian State University 1998 — 2002
Bachelor of Arts (BA), Interdisciplinary Studies with concentration in German Studies, Teaching ESL & Applied Linguistics
Brad Warfield's LPL Financial Experience April 2007 - March 2012
Job Client Relationship Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2015 - Present
TIAA-CREF September 2013 - January 2015
UBS March 2012 - June 2013
LPL Financial April 2007 - March 2012
Bank of America 2000 - 2007
Skills
Series 7, Investments, Securities, Customer Service, Series 63
Education
Appalachian State University 1996 — 2000
Business, Management
TIAA-CREF January 2015 - Present
TIAA-CREF September 2013 - January 2015
UBS March 2012 - June 2013
LPL Financial April 2007 - March 2012
Bank of America 2000 - 2007
Skills
Series 7, Investments, Securities, Customer Service, Series 63
Education
Appalachian State University 1996 — 2000
Business, Management
Maura Tomaszewski's LPL Financial Experience October 1998 - October 2000
Job Talent
Industry Performing Arts
Experience
City of Quincy, MA May 2006 - October 2013
FUND Q March 2004 - May 2006
Commonwealth Financial Network September 2003 - March 2004
Prudential Securities November 2000 - September 2003
LPL Financial October 1998 - October 2000
Skills
Securities, FINRA Series 7, 8/9,..., Legal Compliance, SEC reporting, Business Management, Problem Solving, Negotiation, Media Relations, Writing, Film Acting, Teacher of Theatre and..., Customer Service, Notary Public, Social Media, Securities Regulation, Creative Writing, Financial Regulation, Editing, FINRA, Financial Services, Investments, Multimedia, Music, Banking, Management, Marketing, Fundraising, Legal Writing, Risk Management, Public Relations, SEC filings, Social Networking, Acting, Analysis, Mediation
Education
Anna Maria College 2000 — 2002
Masters of Business Administration, Business 2002
University of Massachusetts 1991 — 1993
Bachelor of Arts, English /Communication /Excercise Science
Cape Cod Community College 1988 — 1990
A.A., Mass Media
American Institute for Paralegal Studies
Paralegal Certificate, Law
City of Quincy, MA May 2006 - October 2013
FUND Q March 2004 - May 2006
Commonwealth Financial Network September 2003 - March 2004
Prudential Securities November 2000 - September 2003
LPL Financial October 1998 - October 2000
Skills
Securities, FINRA Series 7, 8/9,..., Legal Compliance, SEC reporting, Business Management, Problem Solving, Negotiation, Media Relations, Writing, Film Acting, Teacher of Theatre and..., Customer Service, Notary Public, Social Media, Securities Regulation, Creative Writing, Financial Regulation, Editing, FINRA, Financial Services, Investments, Multimedia, Music, Banking, Management, Marketing, Fundraising, Legal Writing, Risk Management, Public Relations, SEC filings, Social Networking, Acting, Analysis, Mediation
Education
Anna Maria College 2000 — 2002
Masters of Business Administration, Business 2002
University of Massachusetts 1991 — 1993
Bachelor of Arts, English /Communication /Excercise Science
Cape Cod Community College 1988 — 1990
A.A., Mass Media
American Institute for Paralegal Studies
Paralegal Certificate, Law
Justin Benton's LPL Financial Experience February 2014 - Present
Job Technical Analyst at LPL Financial
Industry Information Technology and Services
Experience
LPL Financial February 2014 - Present
Driven Brands, Inc. February 2012 - January 2014
Withheld for Security Purposes February 2011 - December 2011
Harris Teeter May 2005 - July 2006
Skills
Security, Visual Basic, MySQL, Public Speaking, HTML, Technical Support, Networking, Web Development, Franchise Sales, CEH, Visual Studio, JavaScript, Financial Statement...
Education
Appalachian State University 2007 — 2011
BSBA, Computer Information Systems
LPL Financial February 2014 - Present
Driven Brands, Inc. February 2012 - January 2014
Withheld for Security Purposes February 2011 - December 2011
Harris Teeter May 2005 - July 2006
Skills
Security, Visual Basic, MySQL, Public Speaking, HTML, Technical Support, Networking, Web Development, Franchise Sales, CEH, Visual Studio, JavaScript, Financial Statement...
Education
Appalachian State University 2007 — 2011
BSBA, Computer Information Systems
James Keige MBA's LPL Financial Experience February 2013 - Present
Job SR SPECIALIST | DIRECT BUSINESS SOLUTIONS at LPL Financial
Industry Financial Services
Experience
LPL Financial February 2013 - Present
LPL Financial February 2008 - Present
LPL Financial 2008 - 2014
Skills
Business Analysis, Process Improvement, Retirement Planning, Mutual Funds, 401k Rollovers, Risk Management, Series 7, Mergers, Series 24, Uniform Combined State..., Microsoft Excel, Wealth Management, Alternative Investments, Series 63, Asset Allocation, FINRA, Securities, Trading, Series 65, ETFs, Financial Advisory
Education
Alliant International University-San Diego Scripps Ranch 2007 — 2009
Master In Business Administration, Finance
Marshall Goldsmith School Of Business 2003 — 2006
Bachelor's degree, International Relations
LPL Financial February 2013 - Present
LPL Financial February 2008 - Present
LPL Financial 2008 - 2014
Skills
Business Analysis, Process Improvement, Retirement Planning, Mutual Funds, 401k Rollovers, Risk Management, Series 7, Mergers, Series 24, Uniform Combined State..., Microsoft Excel, Wealth Management, Alternative Investments, Series 63, Asset Allocation, FINRA, Securities, Trading, Series 65, ETFs, Financial Advisory
Education
Alliant International University-San Diego Scripps Ranch 2007 — 2009
Master In Business Administration, Finance
Marshall Goldsmith School Of Business 2003 — 2006
Bachelor's degree, International Relations
Kelly McNeil's LPL Financial Experience September 2013 - July 2015
Job Contract Administrator at Duke Energy Renewables LLC
Industry Financial Services
Experience
Duke Energy Renewables LLC July 2015 - Present
LPL Financial September 2013 - July 2015
J. Richard Marlow, MAI, SGA May 2012 - September 2013
Barclays Capital January 2008 - December 2009
Foothills Mortgage Inc August 2004 - January 2008
MSI June 2000 - August 2004
First Greensboro Home Equity 1997 - 2000
Skills
Training, Data Analysis, Management, Marketing, Customer Service, Call Centers, Coaching, Microsoft Excel, Microsoft Office, Negotiation, Access, Credit, Human Resources, Loans, Leadership, Process Improvement, Banking, Project Management, Mortgage Lending
Education
Appalachian State University 2012 — 2013
Master of Business Administration (M.B.A.), Economics
University of North Carolina at Greensboro 2010 — 2012
Bachelor of Science, Business Administration
Wilkes Community College 2008 — 2010
Associates of Arts
Duke Energy Renewables LLC July 2015 - Present
LPL Financial September 2013 - July 2015
J. Richard Marlow, MAI, SGA May 2012 - September 2013
Barclays Capital January 2008 - December 2009
Foothills Mortgage Inc August 2004 - January 2008
MSI June 2000 - August 2004
First Greensboro Home Equity 1997 - 2000
Skills
Training, Data Analysis, Management, Marketing, Customer Service, Call Centers, Coaching, Microsoft Excel, Microsoft Office, Negotiation, Access, Credit, Human Resources, Loans, Leadership, Process Improvement, Banking, Project Management, Mortgage Lending
Education
Appalachian State University 2012 — 2013
Master of Business Administration (M.B.A.), Economics
University of North Carolina at Greensboro 2010 — 2012
Bachelor of Science, Business Administration
Wilkes Community College 2008 — 2010
Associates of Arts
Iryna Grach's LPL Financial Experience June 2011 - March 2013
Job Financial Solutions Advisor at Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2013 - Present
LPL Financial June 2011 - March 2013
Skills
Series 63, Series 7, Equities, Mutual Funds, Fixed Income, Securities, Retirement Planning, Investments, Wealth Management, Portfolio Management, Asset Allocation, Alternative Investments, Investment Advisory, Retirement, Investment Strategies, 401k, Hedge Funds, Financial Advisory, Wealth, High Net Worth..., Trading, FINRA, Bonds, Financial Analysis, Options, Investment Management, Series 66, Capital Markets, Financial Services, IRAs, Relationship Management, ETFs
Education
Montclair State University 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
Ternopil State 'Ivan Pul'uj' Technical University 2002 — 2008
Master of Science (MS), Business/Managerial Economics
Ternopil State 'Ivan Pul'uj' Technical University 2002 — 2007
Bachelor of Science (BS), Computer and Information Sciences, General
Bank of America Merrill Lynch April 2013 - Present
LPL Financial June 2011 - March 2013
Skills
Series 63, Series 7, Equities, Mutual Funds, Fixed Income, Securities, Retirement Planning, Investments, Wealth Management, Portfolio Management, Asset Allocation, Alternative Investments, Investment Advisory, Retirement, Investment Strategies, 401k, Hedge Funds, Financial Advisory, Wealth, High Net Worth..., Trading, FINRA, Bonds, Financial Analysis, Options, Investment Management, Series 66, Capital Markets, Financial Services, IRAs, Relationship Management, ETFs
Education
Montclair State University 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
Ternopil State 'Ivan Pul'uj' Technical University 2002 — 2008
Master of Science (MS), Business/Managerial Economics
Ternopil State 'Ivan Pul'uj' Technical University 2002 — 2007
Bachelor of Science (BS), Computer and Information Sciences, General
Nathaniel Chambers's LPL Financial Experience October 2007 - June 2015
Job Associate Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial October 2007 - June 2015
Skills
Mutual Funds, Series 7, Wealth Management, Portfolio Management, Asset Allocation, Series 63, Securities, Investments, Investment Advisory, Alternative Investments, Retirement Planning, Retirement, Customer Service
Education
Appalachian State University 2001 — 2005
Bachelor’s Degree, Fianance
LPL Financial October 2007 - June 2015
Skills
Mutual Funds, Series 7, Wealth Management, Portfolio Management, Asset Allocation, Series 63, Securities, Investments, Investment Advisory, Alternative Investments, Retirement Planning, Retirement, Customer Service
Education
Appalachian State University 2001 — 2005
Bachelor’s Degree, Fianance
Robert Steinau's LPL Financial Experience January 2013 - Present
Job Vice President | RIA Solutions at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2013 - Present
Education
Arizona State University 2011 — 2013
Grossmont College 2009 — 2011
LPL Financial January 2013 - Present
Education
Arizona State University 2011 — 2013
Grossmont College 2009 — 2011
Greg Zale's LPL Financial Experience May 2000 - Present
Job Owner at VIP Financial Services, LLC
Industry Financial Services
Experience
LPL Financial May 2000 - Present
VIP Financial Services, LLC May 2000 - Present
Skills
Management, Financial Services, Retirement, Retirement Planning, Employee Benefits, Insurance, Disability Insurance, Small Business, Investments, Long-term Care, 401k, Financial Planners, Estate Planning, Fixed Annuities, Financial Advisory, Mutual Funds, Pensions, Investment Advisory, Wealth
Education
Arizona State University 1989 — 1993
Bachelor of Science (B.S.), Accounting
LPL Financial May 2000 - Present
VIP Financial Services, LLC May 2000 - Present
Skills
Management, Financial Services, Retirement, Retirement Planning, Employee Benefits, Insurance, Disability Insurance, Small Business, Investments, Long-term Care, 401k, Financial Planners, Estate Planning, Fixed Annuities, Financial Advisory, Mutual Funds, Pensions, Investment Advisory, Wealth
Education
Arizona State University 1989 — 1993
Bachelor of Science (B.S.), Accounting
Chris Rohrbach's LPL Financial Experience October 2010 - Present
Job Representative, Broker Dealer Support at LPL Financial
Industry Financial Services
Experience
LPL Financial October 2010 - Present
Education
Appalachian State University 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
LPL Financial October 2010 - Present
Education
Appalachian State University 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Guru Shetty's LPL Financial Experience December 2012 - April 2013
Job Sr.Q.A Automation Engineer at SAI Global
Industry Information Services
Experience
SAI Global December 2014 - Present
MacromatiX January 2014 - November 2014
Millennium Laboratories, LLC March 2013 - January 2014
LPL Financial December 2012 - April 2013
Skills
Automation, Project Management, SQL, Microsoft Office, Agile Methodologies, Software Development, Management, Microsoft SQL Server, Quality Assurance, Microsoft Excel, C#, Visual Studio, Cucumber, Java, Eclipse, Specflow
Education
Dayananda Sagar College Of Engineering 1999 — 2003
Bachelor's degree, Civil Engineering
SAI Global December 2014 - Present
MacromatiX January 2014 - November 2014
Millennium Laboratories, LLC March 2013 - January 2014
LPL Financial December 2012 - April 2013
Skills
Automation, Project Management, SQL, Microsoft Office, Agile Methodologies, Software Development, Management, Microsoft SQL Server, Quality Assurance, Microsoft Excel, C#, Visual Studio, Cucumber, Java, Eclipse, Specflow
Education
Dayananda Sagar College Of Engineering 1999 — 2003
Bachelor's degree, Civil Engineering
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.