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
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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
Jessica Kischer Jessica Kischer's LPL Financial Experience August 2013 - June 2014
Job Claims Adjuster at Nationwide Insurance
Industry Insurance
Experience
Nationwide Insurance July 2014 - Present
LPL Financial August 2013 - June 2014
LPL Financial July 2012 - August 2013
Daimler Trucks North America November 2010 - October 2012
Victoria's Secret August 2009 - November 2010
Habitat for Humanity International June 2009 - July 2009
Skills
Management, Communication, Customer Service, Call Management, New Account Management, Event Planning, Press Releases, Volunteer Management, Employee Training, Customer Service..., Performance Reporting, Status Tracking, Microsoft Office, Sponsorship, Adobe Creative Suite, Retail, Marketing, Community Development, Job Scheduling, Organization, Sales, Customer Satisfaction, Microsoft Excel, PowerPoint, Microsoft Word
Education
Iowa State University 2004 — 2009
Bachelor of Arts (B.A.), Journalism & Mass Communication
Nationwide Insurance July 2014 - Present
LPL Financial August 2013 - June 2014
LPL Financial July 2012 - August 2013
Daimler Trucks North America November 2010 - October 2012
Victoria's Secret August 2009 - November 2010
Habitat for Humanity International June 2009 - July 2009
Skills
Management, Communication, Customer Service, Call Management, New Account Management, Event Planning, Press Releases, Volunteer Management, Employee Training, Customer Service..., Performance Reporting, Status Tracking, Microsoft Office, Sponsorship, Adobe Creative Suite, Retail, Marketing, Community Development, Job Scheduling, Organization, Sales, Customer Satisfaction, Microsoft Excel, PowerPoint, Microsoft Word
Education
Iowa State University 2004 — 2009
Bachelor of Arts (B.A.), Journalism & Mass Communication
Liimah Moat's LPL Financial Experience August 2012 - August 2013
Job Desktop Support Analyst
Industry Information Technology and Services
Experience
MATRIX Resources May 2015 - Present
GXA Network Solutions November 2014 - May 2015
CBRE March 2014 - October 2014
IT Professional/ Full-Time Graduate Student September 2013 - February 2014
LPL Financial August 2012 - August 2013
The Active Network April 2008 - January 2012
RSIS January 2004 - December 2005
United States Marine Corps September 1998 - August 2003
Skills
Security, Process Improvement, Team Leadership, ITIL, Integration, IT Management, Program Management, Software Documentation, Troubleshooting, Vendor Management, Project Management, Management, Disaster Recovery, SharePoint, Data Center, SDLC, CRM, Visio, Project Planning, Leadership, Active Directory, Information Technology, Business Analysis, System Administration, PMP, Change Management, MS Project
Education
National University 2013 — 2014
Master's of Science Organizational Leadership, Management
National University 2008 — 2012
Bachelor of Science (BS), Information Systems
Tarrant County College 2005 — 2007
Information Technology
Hawaii Pacific University 1999 — 2000
Information Systems
Potomac SHS 1994 — 1998
Diploma, General Education
MATRIX Resources May 2015 - Present
GXA Network Solutions November 2014 - May 2015
CBRE March 2014 - October 2014
IT Professional/ Full-Time Graduate Student September 2013 - February 2014
LPL Financial August 2012 - August 2013
The Active Network April 2008 - January 2012
RSIS January 2004 - December 2005
United States Marine Corps September 1998 - August 2003
Skills
Security, Process Improvement, Team Leadership, ITIL, Integration, IT Management, Program Management, Software Documentation, Troubleshooting, Vendor Management, Project Management, Management, Disaster Recovery, SharePoint, Data Center, SDLC, CRM, Visio, Project Planning, Leadership, Active Directory, Information Technology, Business Analysis, System Administration, PMP, Change Management, MS Project
Education
National University 2013 — 2014
Master's of Science Organizational Leadership, Management
National University 2008 — 2012
Bachelor of Science (BS), Information Systems
Tarrant County College 2005 — 2007
Information Technology
Hawaii Pacific University 1999 — 2000
Information Systems
Potomac SHS 1994 — 1998
Diploma, General Education
Nick Contristan Nick Contristan's LPL Financial Experience June 2001 - December 2003
Job Branch Supervisor, OSJ at CUSO Financial Services, LP
Industry Financial Services
Experience
CUSO Financial Services, LP April 2015 - Present
CUSO Financial Services, LP January 2012 - April 2015
CUSO Financial Services, LP January 2004 - December 2011
LPL Financial June 2001 - December 2003
Skills
Business Development, Problem Solving, Onboarding, Customer Service, Series 7, Series 63, Series 24, Series 65, Investments, Securities, Retirement, Uniform Combined State..., Investment Advisory, Wealth Management, 401k, Series 6, Mutual Funds, Retirement Planning, FINRA, IRAs, Series 53
Education
James Madison University - College of Business 1993 — 1997
BBA, Hospitality and Tourism Management
CUSO Financial Services, LP April 2015 - Present
CUSO Financial Services, LP January 2012 - April 2015
CUSO Financial Services, LP January 2004 - December 2011
LPL Financial June 2001 - December 2003
Skills
Business Development, Problem Solving, Onboarding, Customer Service, Series 7, Series 63, Series 24, Series 65, Investments, Securities, Retirement, Uniform Combined State..., Investment Advisory, Wealth Management, 401k, Series 6, Mutual Funds, Retirement Planning, FINRA, IRAs, Series 53
Education
James Madison University - College of Business 1993 — 1997
BBA, Hospitality and Tourism Management
Bill Hammond, PMP Bill Hammond, PMP's LPL Financial Experience September 2013 - Present
Job Security Program Manager/Engineer at LPL Financial
Industry Financial Services
Experience
LPL Financial September 2013 - Present
LPL Financial January 2011 - September 2013
LPL Financial Services, San Diego August 2009 - December 2010
LPL September 2008 - September 2009
LPL Financial April 2007 - July 2008
LPL Financial Services 2006 - 2007
LPL Financial September 2005 - September 2006
Skills
Financial Services, Risk Management, Disaster Recovery, Sarbanes-Oxley Act, MS Project, Auditing, Securities, Portfolio Management, Investments, Asset Managment, SDLC, Strategic Financial..., Financial Planners, Project Management, Business Continuity, PMP, Risk Assessment, Integration, Vendor Management, Business Analysis, Business Process..., Change Management, Management, Process Improvement, Analysis, Enterprise Software, Information Technology, Internal Audit, Financial Risk, PMO, Software Documentation, Enterprise Risk..., SharePoint, Asset Management, IT Management, Software Development, Project Portfolio..., Visio, Business Process, Software Project..., Program Management, Budgets, Business Intelligence, IT Strategy, CISA, Governance, Enterprise Architecture, Infrastructure, Requirements Gathering, Agile Project Management
Education
Haverford College 1989 — 1993
B.A., History
The Hill School
LPL Financial September 2013 - Present
LPL Financial January 2011 - September 2013
LPL Financial Services, San Diego August 2009 - December 2010
LPL September 2008 - September 2009
LPL Financial April 2007 - July 2008
LPL Financial Services 2006 - 2007
LPL Financial September 2005 - September 2006
Skills
Financial Services, Risk Management, Disaster Recovery, Sarbanes-Oxley Act, MS Project, Auditing, Securities, Portfolio Management, Investments, Asset Managment, SDLC, Strategic Financial..., Financial Planners, Project Management, Business Continuity, PMP, Risk Assessment, Integration, Vendor Management, Business Analysis, Business Process..., Change Management, Management, Process Improvement, Analysis, Enterprise Software, Information Technology, Internal Audit, Financial Risk, PMO, Software Documentation, Enterprise Risk..., SharePoint, Asset Management, IT Management, Software Development, Project Portfolio..., Visio, Business Process, Software Project..., Program Management, Budgets, Business Intelligence, IT Strategy, CISA, Governance, Enterprise Architecture, Infrastructure, Requirements Gathering, Agile Project Management
Education
Haverford College 1989 — 1993
B.A., History
The Hill School
Bill Kennedy Bill Kennedy's LPL Financial Experience August 2008 - Present
Job Senior Vice President, Technology Product Development at LPL Financial
Industry Information Technology and Services
Experience
LPL Financial August 2008 - Present
CapTech Ventures January 2004 - April 2008
Independent Consultant July 2002 - December 2003
MicroStrategy, Inc. September 2001 - June 2002
America Online, Inc. September 2000 - September 2001
Skills
Data Modeling, IT Strategy, SDLC, Business Intelligence, Data Warehousing, Enterprise Architecture, ETL, Vendor Management, Business Analysis, Visio, Integration, Risk Management, PMO, Enterprise Software, Agile Methodologies, Management, Requirements Analysis, Business Process, Project Management, Software Development, Program Management, Software Project..., Data Integration, Agile Project Management, Project Portfolio..., SaaS, CRM, SharePoint, Scrum, Testing, PMP, Product Management, Consulting, Process Improvement
Education
James Madison University
Bachelor of Science, Integrated Science and Technology
LPL Financial August 2008 - Present
CapTech Ventures January 2004 - April 2008
Independent Consultant July 2002 - December 2003
MicroStrategy, Inc. September 2001 - June 2002
America Online, Inc. September 2000 - September 2001
Skills
Data Modeling, IT Strategy, SDLC, Business Intelligence, Data Warehousing, Enterprise Architecture, ETL, Vendor Management, Business Analysis, Visio, Integration, Risk Management, PMO, Enterprise Software, Agile Methodologies, Management, Requirements Analysis, Business Process, Project Management, Software Development, Program Management, Software Project..., Data Integration, Agile Project Management, Project Portfolio..., SaaS, CRM, SharePoint, Scrum, Testing, PMP, Product Management, Consulting, Process Improvement
Education
James Madison University
Bachelor of Science, Integrated Science and Technology
Kevin Besore, MBA, CFP®, ChFC®'s LPL Financial Experience October 2011 - June 2013
Job Portfolio Manager, Old National Wealth Management
Industry Financial Services
Experience
Old National Wealth Management (formerly Tower Private Advisors) June 2013 - Present
LPL Financial October 2011 - June 2013
Harbour Accounting January 2010 - June 2013
Creative Financial Designs, Inc. June 2005 - October 2011
Sara Lee Bakery Group June 2002 - August 2004
Skills
Strategic Financial..., Portfolio Management, Investments, Retirement Planning, Risk Management, Retirement, Financial Planners, Mutual Funds, Asset Managment, Investment Strategies, Wealth Management, Insurance, Investment Advisory, Series 7, Asset Management, Financial Planning
Education
Indiana University Kokomo 2007 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
Purdue University 1995 — 2005
Bachelor's degree, Financial Counselling & Planning
Old National Wealth Management (formerly Tower Private Advisors) June 2013 - Present
LPL Financial October 2011 - June 2013
Harbour Accounting January 2010 - June 2013
Creative Financial Designs, Inc. June 2005 - October 2011
Sara Lee Bakery Group June 2002 - August 2004
Skills
Strategic Financial..., Portfolio Management, Investments, Retirement Planning, Risk Management, Retirement, Financial Planners, Mutual Funds, Asset Managment, Investment Strategies, Wealth Management, Insurance, Investment Advisory, Series 7, Asset Management, Financial Planning
Education
Indiana University Kokomo 2007 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
Purdue University 1995 — 2005
Bachelor's degree, Financial Counselling & Planning
Trish Karun Trish Karun's LPL Financial Experience October 1997 - June 2002
Job Operations Manager at Batteries and Things
Industry Consumer Goods
Experience
Batteries and Things October 2009 - Present
Flipo Group, Ltd. June 2002 - April 2004
LPL Financial October 1997 - June 2002
Skills
Customer Service, Logistics, Inventory Management, Operations Management, Management, Supply Chain Management, Sales, Marketing, Marketing Strategy, New Business Development, Purchasing, Merchandising, Sales Management, Pricing, Budgets, Negotiation, Strategic Planning, Team Building, Account Management, Product Development
Education
Illinois Valley Community College 1994 — 1996
Associate of Science (AS), Liberal Arts and Sciences, General Studies and Humanities
St. Bede Academy 1990 — 1994
Batteries and Things October 2009 - Present
Flipo Group, Ltd. June 2002 - April 2004
LPL Financial October 1997 - June 2002
Skills
Customer Service, Logistics, Inventory Management, Operations Management, Management, Supply Chain Management, Sales, Marketing, Marketing Strategy, New Business Development, Purchasing, Merchandising, Sales Management, Pricing, Budgets, Negotiation, Strategic Planning, Team Building, Account Management, Product Development
Education
Illinois Valley Community College 1994 — 1996
Associate of Science (AS), Liberal Arts and Sciences, General Studies and Humanities
St. Bede Academy 1990 — 1994
Ben Tomanica Ben Tomanica's LPL Financial Experience March 2011 - Present
Job Developer, Software at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2011 - Present
Plantation Resort 2001 - November 2010
Skills
SDLC, Agile Methodologies, SQL, Microsoft SQL Server, C#, .NET, Software Development, XML, Requirements Analysis, ASP.NET, Software Project..., Visio, Visual Basic, Java, JavaScript, Advanced CSS, Visual Studio, HTML, DHTML, WCF Services, ETL, T-SQL, T-SQL Stored Procedures, Object Oriented Design, Database Design, Relational Databases, Databases, VB.NET, VBScript, VBA, Software, Software Documentation, Software Engineering, Enterprise Software, Web Services, Web Applications, Multithreading, Agile & Waterfall..., AJAX, NetBeans, JAX-WS, Qbasic, Batch Processing, Batch Programming, Batch Files, Visual Basic 5.0/6.0, WSH, Query Optimization, Query Writing, System Architecture
Education
University of Phoenix 2005 — 2007
Bachelor's of Science, Information Technology
Horry-Georgetown Technical College 2000 — 2002
Associate of Science (A.S.), Computer Science
LPL Financial March 2011 - Present
Plantation Resort 2001 - November 2010
Skills
SDLC, Agile Methodologies, SQL, Microsoft SQL Server, C#, .NET, Software Development, XML, Requirements Analysis, ASP.NET, Software Project..., Visio, Visual Basic, Java, JavaScript, Advanced CSS, Visual Studio, HTML, DHTML, WCF Services, ETL, T-SQL, T-SQL Stored Procedures, Object Oriented Design, Database Design, Relational Databases, Databases, VB.NET, VBScript, VBA, Software, Software Documentation, Software Engineering, Enterprise Software, Web Services, Web Applications, Multithreading, Agile & Waterfall..., AJAX, NetBeans, JAX-WS, Qbasic, Batch Processing, Batch Programming, Batch Files, Visual Basic 5.0/6.0, WSH, Query Optimization, Query Writing, System Architecture
Education
University of Phoenix 2005 — 2007
Bachelor's of Science, Information Technology
Horry-Georgetown Technical College 2000 — 2002
Associate of Science (A.S.), Computer Science
Jessica Link Jessica Link's LPL Financial Experience June 2013 - August 2013
Job Audit Assistant
Industry Financial Services
Experience
Deloitte September 2015 - Present
Deloitte January 2015 - March 2015
Prager Metis CPAs, LLC September 2013 - November 2014
LPL Financial June 2013 - August 2013
Mercedes Benz of White Plains August 2011 - June 2013
Valley National Bank May 2011 - August 2011
Skills
Sales, Customer Service, Microsoft Office, Social Media, Organization, Microsoft Excel, Accounting, Invoicing, Accounts Payable, Financial Reporting, Tax Research, Financial Services, PowerPoint, Microsoft Word, Finance, Auditing, Account Reconciliation, Tax, Customer Satisfaction, CRM, Teamwork, Management, Time Management
Education
Iona College 2014 — 2015
Master of Business Administration (M.B.A.), Finance, 4.0
Iona College 2010 — 2014
Bachelor's Degree, Accounting, 3.78
St. John's University 2012 — 2012
Study Abroad
Saddle Brook High School 2006 — 2010
HS Diploma, General Education
Deloitte September 2015 - Present
Deloitte January 2015 - March 2015
Prager Metis CPAs, LLC September 2013 - November 2014
LPL Financial June 2013 - August 2013
Mercedes Benz of White Plains August 2011 - June 2013
Valley National Bank May 2011 - August 2011
Skills
Sales, Customer Service, Microsoft Office, Social Media, Organization, Microsoft Excel, Accounting, Invoicing, Accounts Payable, Financial Reporting, Tax Research, Financial Services, PowerPoint, Microsoft Word, Finance, Auditing, Account Reconciliation, Tax, Customer Satisfaction, CRM, Teamwork, Management, Time Management
Education
Iona College 2014 — 2015
Master of Business Administration (M.B.A.), Finance, 4.0
Iona College 2010 — 2014
Bachelor's Degree, Accounting, 3.78
St. John's University 2012 — 2012
Study Abroad
Saddle Brook High School 2006 — 2010
HS Diploma, General Education
J. Todd Van Der Voorn J. Todd Van Der Voorn's LPL Financial Experience June 2011 - Present
Job Wealth Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2011 - Present
Skills
Retirement Planning, Mutual Funds, Investments, Wealth Management, Retirement, Fixed Annuities, Asset Allocation, Strategic Financial..., IRAs, Wealth Accumulation, Securities, Investment Advisory, Investment Strategies, 401k, 529 Plans, Term Life Insurance, Permanent Life Insurance, Disability Insurance, Roth IRA, 401k Rollovers, Alternative Investments
Education
Illinois State University
Bachelor of Science (B.S.), Public Relations/Image Management
LPL Financial June 2011 - Present
Skills
Retirement Planning, Mutual Funds, Investments, Wealth Management, Retirement, Fixed Annuities, Asset Allocation, Strategic Financial..., IRAs, Wealth Accumulation, Securities, Investment Advisory, Investment Strategies, 401k, 529 Plans, Term Life Insurance, Permanent Life Insurance, Disability Insurance, Roth IRA, 401k Rollovers, Alternative Investments
Education
Illinois State University
Bachelor of Science (B.S.), Public Relations/Image Management
Carol DeLucia, CLTC Carol DeLucia, CLTC's LPL Financial Experience 2014 - Present
Job Owner at Family Care Insurance, LLC
Industry Insurance
Experience
Family Care Insurance, LLC 2007 - Present
LPL Financial 2014 - Present
National Long Term Care Brokers 2014 - Present
All United Insurance Agency 2014 - Present
LTC Financial Partners October 2009 - January 2014
GE Capital May 2002 - May 2005
City trust Bancorp 1989 - 1991
Product Movers 1987 - 1989
United Technologies, East Hartford, CT 1985 - 1987
Skills
Long Term Care, Insurance, Employee Benefits, Healthcare, Disability Insurance, Medicare Supplements, Long-term Care, Medicare, Health Insurance, Fixed Annuities, Term Life Insurance, Retirement Planning, Critical Illness, Sales, Brokers, Life Insurance, Financial Advisory, Workers Compensation, Property & Casualty..., Commercial Insurance, Strategic Financial..., Series 7, IRAs, Estate Planning, Underwriting, 401k, Risk Management, Whole Life, Universal Life, Retirement, Wealth Management, Accident, FINRA, Health Savings Accounts, Long Term Care Insurance, Series 63, Mutual Funds, Small Business, Financial Planners, Series 6, 401k Rollovers, Wealth, Insurance Brokerage, Umbrella Insurance, Wealth Accumulation, Investments, General Insurance, Financial Planning
Education
University of Massachusetts at Amherst - Isenberg School of Management 1981 — 1985
Bachelor of Business Administration (BBA), Finance
RPI, Hartford CT
Family Care Insurance, LLC 2007 - Present
LPL Financial 2014 - Present
National Long Term Care Brokers 2014 - Present
All United Insurance Agency 2014 - Present
LTC Financial Partners October 2009 - January 2014
GE Capital May 2002 - May 2005
City trust Bancorp 1989 - 1991
Product Movers 1987 - 1989
United Technologies, East Hartford, CT 1985 - 1987
Skills
Long Term Care, Insurance, Employee Benefits, Healthcare, Disability Insurance, Medicare Supplements, Long-term Care, Medicare, Health Insurance, Fixed Annuities, Term Life Insurance, Retirement Planning, Critical Illness, Sales, Brokers, Life Insurance, Financial Advisory, Workers Compensation, Property & Casualty..., Commercial Insurance, Strategic Financial..., Series 7, IRAs, Estate Planning, Underwriting, 401k, Risk Management, Whole Life, Universal Life, Retirement, Wealth Management, Accident, FINRA, Health Savings Accounts, Long Term Care Insurance, Series 63, Mutual Funds, Small Business, Financial Planners, Series 6, 401k Rollovers, Wealth, Insurance Brokerage, Umbrella Insurance, Wealth Accumulation, Investments, General Insurance, Financial Planning
Education
University of Massachusetts at Amherst - Isenberg School of Management 1981 — 1985
Bachelor of Business Administration (BBA), Finance
RPI, Hartford CT
Matt McLane Matt McLane's LPL Financial Experience 2005 - 2005
Job Director, Strategic Partnerships at Yext
Industry Internet
Experience
Yext September 2014 - Present
Adage Capital Management June 2013 - July 2013
Jupiter Fund Management plc March 2012 - July 2012
InsiderEscapes, Inc. October 2011 - February 2012
CDG Group January 2008 - September 2011
Goldman Sachs 2006 - 2006
LPL Financial 2005 - 2005
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (M.B.A.)
Harvard University
Economics
Yext September 2014 - Present
Adage Capital Management June 2013 - July 2013
Jupiter Fund Management plc March 2012 - July 2012
InsiderEscapes, Inc. October 2011 - February 2012
CDG Group January 2008 - September 2011
Goldman Sachs 2006 - 2006
LPL Financial 2005 - 2005
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (M.B.A.)
Harvard University
Economics
Marques Savage Marques Savage's LPL Financial Experience September 2013 - November 2014
Job Desktop Support Technician at CareFusion
Industry Information Technology and Services
Experience
CareFusion January 2015 - Present
Savage Eye Photography July 2009 - Present
LPL Financial September 2013 - November 2014
Productivity Associates, Inc. January 2012 - February 2013
H&R Block August 2010 - February 2011
Manpower Professional March 2010 - August 2010
Apple September 2007 - January 2009
Convergint Technologies August 2006 - June 2007
UNITED STATES NAVY / Worldwide July 1998 - July 2006
Skills
Troubleshooting, Customer Service, Mac OS, Inventory Management, XP, Windows Vista, Maintenance & Repair, Publicity, Schematic, Quicken, Mac OS X, Computer Repair, Computer Hardware, Mac, iPhone, OS X, Outlook, Training, Hardware, Help Desk Support, Security, Windows 7, Windows, Software Installation, Windows XP, Technical Writing, Networking, Printers, Active Directory, Laptops
Education
ITT Technical Institute-San Diego 2010 — 2012
Associate of Science (A.S.), Computer Networking Systems, 3.6
CareFusion January 2015 - Present
Savage Eye Photography July 2009 - Present
LPL Financial September 2013 - November 2014
Productivity Associates, Inc. January 2012 - February 2013
H&R Block August 2010 - February 2011
Manpower Professional March 2010 - August 2010
Apple September 2007 - January 2009
Convergint Technologies August 2006 - June 2007
UNITED STATES NAVY / Worldwide July 1998 - July 2006
Skills
Troubleshooting, Customer Service, Mac OS, Inventory Management, XP, Windows Vista, Maintenance & Repair, Publicity, Schematic, Quicken, Mac OS X, Computer Repair, Computer Hardware, Mac, iPhone, OS X, Outlook, Training, Hardware, Help Desk Support, Security, Windows 7, Windows, Software Installation, Windows XP, Technical Writing, Networking, Printers, Active Directory, Laptops
Education
ITT Technical Institute-San Diego 2010 — 2012
Associate of Science (A.S.), Computer Networking Systems, 3.6
Warren Ludford, MBA, CFP® Warren Ludford, MBA, CFP®'s LPL Financial Experience July 2008 - Present
Job CERTIFIED FINANCIAL PLANNER(TM) at LPL Financial
Industry Financial Services
Experience
LPL Financial July 2008 - Present
Ameriprise Financial Services, Inc. September 1997 - July 2008
Skills
Certified Financial..., Personal Financial..., Retirement Planning, Investment Management, Personal Tax Planning, Estate Planning, Wealth Management, Insurance, Financial Risk..., Financial Services, Financial Advisory, Securities, Small Business, Personal Finance, Financial Goals
Education
Heriot-Watt University 2000 — 2002
Master of Business Administration (MBA)
University of Minnesota-Twin Cities
Bachelor of Arts (BA), International Relations and Affairs
LPL Financial July 2008 - Present
Ameriprise Financial Services, Inc. September 1997 - July 2008
Skills
Certified Financial..., Personal Financial..., Retirement Planning, Investment Management, Personal Tax Planning, Estate Planning, Wealth Management, Insurance, Financial Risk..., Financial Services, Financial Advisory, Securities, Small Business, Personal Finance, Financial Goals
Education
Heriot-Watt University 2000 — 2002
Master of Business Administration (MBA)
University of Minnesota-Twin Cities
Bachelor of Arts (BA), International Relations and Affairs
Lindsay O'Toole's LPL Financial Experience January 2014 - Present
Job Vice President, Trading at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2014 - Present
LPL Financial January 2011 - January 2014
LPL Financial May 2008 - January 2011
Merrill Lynch August 2007 - April 2008
Merrill Lynch June 2006 - August 2007
Merrill Lynch June 2005 - June 2006
Skills
Wealth Management, Series 7
Education
Jacksonville University 2001 — 2005
Bachelor's Degree, Accounting and Finance
LPL Financial January 2014 - Present
LPL Financial January 2011 - January 2014
LPL Financial May 2008 - January 2011
Merrill Lynch August 2007 - April 2008
Merrill Lynch June 2006 - August 2007
Merrill Lynch June 2005 - June 2006
Skills
Wealth Management, Series 7
Education
Jacksonville University 2001 — 2005
Bachelor's Degree, Accounting and Finance
Tor Saile Tor Saile's LPL Financial Experience December 2010 - Present
Job Wealth Advisor
Industry Investment Management
Experience
Ironwood Family Wealth Advisors November 2012 - Present
LPL Financial December 2010 - Present
Northwestern Mutual Wealth Management Company October 1998 - December 2010
Travelex International Inc. 1992 - 1995
Kobelt Travel Service 1983 - 1991
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investment Advisory..., Asset Protection, Entrepreneurship, Business Development
Education
Indiana University Bloomington 1979 — 1983
BS, Management and Marketing
Keller Graduate School of Management of DeVry University 1990 — 1991
MBA, Finance
Barrington High School 1978 — 1979
Prospect High School 1976 — 1977
Ironwood Family Wealth Advisors November 2012 - Present
LPL Financial December 2010 - Present
Northwestern Mutual Wealth Management Company October 1998 - December 2010
Travelex International Inc. 1992 - 1995
Kobelt Travel Service 1983 - 1991
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investment Advisory..., Asset Protection, Entrepreneurship, Business Development
Education
Indiana University Bloomington 1979 — 1983
BS, Management and Marketing
Keller Graduate School of Management of DeVry University 1990 — 1991
MBA, Finance
Barrington High School 1978 — 1979
Prospect High School 1976 — 1977
Andrew Thai Andrew Thai's LPL Financial Experience October 2013 - Present
Job Operations Specialist at LPL Financial
Industry Financial Services
Experience
LPL Financial October 2013 - Present
Internet Marketing Inc. October 2012 - Present
LPL Financial June 2013 - September 2013
Vien Dong Supermarket January 2006 - June 2012
World Foods Sueprmarket January 2006 - June 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Financial Analysis, Leadership, Public Speaking, Event Management, Fundraising, Research, Social Networking, Social Media, Facebook
Education
University of San Diego 2007 — 2012
Bachelor of Business Administration (BBA), Finance, General
John Cabot University
International Business
LPL Financial October 2013 - Present
Internet Marketing Inc. October 2012 - Present
LPL Financial June 2013 - September 2013
Vien Dong Supermarket January 2006 - June 2012
World Foods Sueprmarket January 2006 - June 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Financial Analysis, Leadership, Public Speaking, Event Management, Fundraising, Research, Social Networking, Social Media, Facebook
Education
University of San Diego 2007 — 2012
Bachelor of Business Administration (BBA), Finance, General
John Cabot University
International Business
Elizabeth Jacobson Elizabeth Jacobson's LPL Financial Experience April 2007 - November 2007
Job Interior Designer at Wright Heerema Architects
Industry Design
Experience
Wright Heerema Architects April 2015 - Present
Nagle Hartray Architecture June 2013 - April 2015
McDougal Architects, Inc. November 2011 - April 2013
Drummey Rosane Anderson architects September 2009 - November 2011
EDS / Cardinal Health ExcellerateHRO December 2007 - May 2008
LPL Financial April 2007 - November 2007
State Street Corporation November 2005 - December 2006
Skills
Revit, AutoCAD, SketchUp, Photoshop, Illustrator, InDesign, Adobe Creative Suite, Furniture, Space planning, Design Research, Concept Development, Sustainable Design, Interior Architecture, Residential Design, Microsoft Office, Sketching, FF&E Specifications, Submittals, Model Making, FF&E, Rendering, Hand Drafting, Interior Design, Drawing
Education
Suffolk University 2008 — 2011
Masters, Interior Design
Studio Arts Center International 2010 — 2010
Interior Design
Northeastern University 2002 — 2005
B.A., Psychology, Business Administration
Indiana University Bloomington 2001 — 2002
Wright Heerema Architects April 2015 - Present
Nagle Hartray Architecture June 2013 - April 2015
McDougal Architects, Inc. November 2011 - April 2013
Drummey Rosane Anderson architects September 2009 - November 2011
EDS / Cardinal Health ExcellerateHRO December 2007 - May 2008
LPL Financial April 2007 - November 2007
State Street Corporation November 2005 - December 2006
Skills
Revit, AutoCAD, SketchUp, Photoshop, Illustrator, InDesign, Adobe Creative Suite, Furniture, Space planning, Design Research, Concept Development, Sustainable Design, Interior Architecture, Residential Design, Microsoft Office, Sketching, FF&E Specifications, Submittals, Model Making, FF&E, Rendering, Hand Drafting, Interior Design, Drawing
Education
Suffolk University 2008 — 2011
Masters, Interior Design
Studio Arts Center International 2010 — 2010
Interior Design
Northeastern University 2002 — 2005
B.A., Psychology, Business Administration
Indiana University Bloomington 2001 — 2002
Jawaan O'Kelly Jawaan O'Kelly's LPL Financial Experience June 2015 - Present
Job Operations Specialist at LPL Financial
Industry Insurance
Experience
LPL Financial June 2015 - Present
LPL Finanical August 2013 - February 2015
Wells Fargo Advisors December 2012 - April 2013
Wells Fargo Insurance Services 2002 - 2012
Food Lion December 1999 - July 2002
Skills
Microsoft Excel, Microsoft Word, Troubleshooting, Data Entry, 10 Key, Lotus Notes, G2, Microsoft Exchange, PowerPoint, Fast Learner, UPS Shipping, Rumba, Workflow, Training
Education
Johnson C. Smith University - JCSU 1998 — 1999
LPL Financial June 2015 - Present
LPL Finanical August 2013 - February 2015
Wells Fargo Advisors December 2012 - April 2013
Wells Fargo Insurance Services 2002 - 2012
Food Lion December 1999 - July 2002
Skills
Microsoft Excel, Microsoft Word, Troubleshooting, Data Entry, 10 Key, Lotus Notes, G2, Microsoft Exchange, PowerPoint, Fast Learner, UPS Shipping, Rumba, Workflow, Training
Education
Johnson C. Smith University - JCSU 1998 — 1999
Brent Duddie Brent Duddie's LPL Financial Experience May 2011 - August 2011
Job J.D. Candidate at Harvard Law School
Industry Law Practice
Experience
Office of the Attorney General, State of California May 2015 - July 2015
Equity Partners 2014 - 2014
LPL Financial May 2011 - August 2011
Five Point Capital May 2010 - August 2010
Education
Harvard Law School 2014 — 2017
University of Southern California - Marshall School of Business 2009 — 2013
Bachelor of Science, Business Administration, Magna Cum Laude
University of Southern California - Davis School of Gerontology 2009 — 2013
Minor, Gerontology
Office of the Attorney General, State of California May 2015 - July 2015
Equity Partners 2014 - 2014
LPL Financial May 2011 - August 2011
Five Point Capital May 2010 - August 2010
Education
Harvard Law School 2014 — 2017
University of Southern California - Marshall School of Business 2009 — 2013
Bachelor of Science, Business Administration, Magna Cum Laude
University of Southern California - Davis School of Gerontology 2009 — 2013
Minor, Gerontology
Sarah LeBlanc Sarah LeBlanc's LPL Financial Experience July 2013 - Present
Job AVP, BrandPartners at LPL Financial
Industry Marketing and Advertising
Experience
LPL Financial July 2013 - Present
CraftBrew2You February 2013 - July 2014
LPL Financial May 2009 - July 2013
The San Diego Union-Tribune April 2004 - May 2008
Capital One August 2000 - October 2003
Skills
Social Media Marketing, Social Media, Facebook, Online Marketing, Social Networking, Creative Strategy, Teamwork, Results Oriented, Social Networking..., LinkedIn, Twitter, Public Speaking, Training, On-camera Talent, Webinars, Online Advertising, Direct Marketing, Creative Direction, Management, Strategy, Social Networking Sites, Email Marketing, Marketing Strategy, Goal Oriented, Analytics, Marketing, Financial Services, Leadership, Organization Skills
Education
James Madison University 1996 — 2000
Bachelor's Degree, Mass Communication/Media Studies, Cum Laude
Mills E. Godwin H.S.
LPL Financial July 2013 - Present
CraftBrew2You February 2013 - July 2014
LPL Financial May 2009 - July 2013
The San Diego Union-Tribune April 2004 - May 2008
Capital One August 2000 - October 2003
Skills
Social Media Marketing, Social Media, Facebook, Online Marketing, Social Networking, Creative Strategy, Teamwork, Results Oriented, Social Networking..., LinkedIn, Twitter, Public Speaking, Training, On-camera Talent, Webinars, Online Advertising, Direct Marketing, Creative Direction, Management, Strategy, Social Networking Sites, Email Marketing, Marketing Strategy, Goal Oriented, Analytics, Marketing, Financial Services, Leadership, Organization Skills
Education
James Madison University 1996 — 2000
Bachelor's Degree, Mass Communication/Media Studies, Cum Laude
Mills E. Godwin H.S.
Larry Tom Larry Tom's LPL Financial Experience April 2013 - March 2014
Job Senior Solutions Consultant and Business Analyst
Industry Information Technology and Services
Experience
Intercept Pharmaceuticals July 2015 - Present
e-CloudSolutions January 2010 - Present
Illumina April 2015 - April 2015
BMT Scientific Marine Services, Inc, December 2014 - March 2015
GroundMetrics, Inc October 2014 - October 2014
Union Bank April 2014 - April 2014
LPL Financial April 2013 - March 2014
Edwards Lifesciences February 2013 - March 2013
Sempra Energy October 2012 - December 2012
Seal Software Group September 2011 - October 2012
Skills
SharePoint, Cloud Computing, Integration, Microsoft SQL Server, Windows Server, Microsoft Exchange, Enterprise Software, Access, Crystal Reports, SQL, Software Development, Software Documentation, Microsoft Office, Microsoft CRM, Office 365, Virtualization, InfoPath, SharePoint Designer, VMware, Business Process, Databases, Microsoft SharePoint, Data Migration, MySQL, Blackberry Enterprise..., QuickBooks Enterprise, Peachtree Quantum, Mobile Devices, XML, Network Security, C#, Mac OS X, Visual Basic, Visual C++, HTML 5, Powershell, Network Administration, Programming, Wireless Networking, HIPAA, Sarbanes-Oxley, ISO, Project Engineering, Technical Presentations, Customer Engagement, Troubleshooting, Training Delivery, Active Directory, Business Analysis, Project Management
Education
Harvey Mudd College
B.S., Engineering
Thomas Jefferson School of Law
J.D., Law
University of California, San Diego
Special Diploma, Executive Program for Scientists and Engineers
Intercept Pharmaceuticals July 2015 - Present
e-CloudSolutions January 2010 - Present
Illumina April 2015 - April 2015
BMT Scientific Marine Services, Inc, December 2014 - March 2015
GroundMetrics, Inc October 2014 - October 2014
Union Bank April 2014 - April 2014
LPL Financial April 2013 - March 2014
Edwards Lifesciences February 2013 - March 2013
Sempra Energy October 2012 - December 2012
Seal Software Group September 2011 - October 2012
Skills
SharePoint, Cloud Computing, Integration, Microsoft SQL Server, Windows Server, Microsoft Exchange, Enterprise Software, Access, Crystal Reports, SQL, Software Development, Software Documentation, Microsoft Office, Microsoft CRM, Office 365, Virtualization, InfoPath, SharePoint Designer, VMware, Business Process, Databases, Microsoft SharePoint, Data Migration, MySQL, Blackberry Enterprise..., QuickBooks Enterprise, Peachtree Quantum, Mobile Devices, XML, Network Security, C#, Mac OS X, Visual Basic, Visual C++, HTML 5, Powershell, Network Administration, Programming, Wireless Networking, HIPAA, Sarbanes-Oxley, ISO, Project Engineering, Technical Presentations, Customer Engagement, Troubleshooting, Training Delivery, Active Directory, Business Analysis, Project Management
Education
Harvey Mudd College
B.S., Engineering
Thomas Jefferson School of Law
J.D., Law
University of California, San Diego
Special Diploma, Executive Program for Scientists and Engineers
Marissa Fox-Foley's LPL Financial Experience 2007 - 2012
Job Head of Corporate and Brand Strategy at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group January 2015 - Present
First Allied Securities, a Cetera Financial Group Company May 2013 - January 2015
LPL Financial 2007 - 2012
Wechsler Ross & Partners 2003 - 2008
Agency.com 2000 - 2001
Skills
Public Speaking, Strategic Planning, Marketing Strategy, Public Relations, Writing, Brand Development, Communications..., Account Management, Advertising, Budgets, Competitive Analysis, Corporate Communications, Creative Direction, Digital Marketing, Digital Media, Email Marketing, Financial Services, Integrated Marketing, Leadership, Marketing, Marketing Communications, Product Management, Project Management, Social Media Marketing, Social Networking, Strategy, Analytics
Education
Harvard University 1989 — 1993
BA, Government
University of Southern California - Marshall School of Business 1998 — 2000
MBA, Marketing
Cetera Financial Group January 2015 - Present
First Allied Securities, a Cetera Financial Group Company May 2013 - January 2015
LPL Financial 2007 - 2012
Wechsler Ross & Partners 2003 - 2008
Agency.com 2000 - 2001
Skills
Public Speaking, Strategic Planning, Marketing Strategy, Public Relations, Writing, Brand Development, Communications..., Account Management, Advertising, Budgets, Competitive Analysis, Corporate Communications, Creative Direction, Digital Marketing, Digital Media, Email Marketing, Financial Services, Integrated Marketing, Leadership, Marketing, Marketing Communications, Product Management, Project Management, Social Media Marketing, Social Networking, Strategy, Analytics
Education
Harvard University 1989 — 1993
BA, Government
University of Southern California - Marshall School of Business 1998 — 2000
MBA, Marketing
Keneasha Johnson Keneasha Johnson's LPL Financial Experience May 2013 - August 2013
Job Group Supervisor at Brightside Academy
Industry Education Management
Experience
Brightside Academy December 2013 - Present
LPL Financial May 2013 - August 2013
Educational Testing Service (ETS) June 2012 - July 2012
Skills
Research, Higher Education, Teaching, Microsoft Office, Microsoft Excel, Microsoft Word, Community Outreach, Event Planning, Tutoring, Public Speaking, Social Networking
Education
Johnson C. Smith University - JCSU 2009 — 2013
Bachelor of Science (B.S.), Mathematics Teacher Education
Brightside Academy December 2013 - Present
LPL Financial May 2013 - August 2013
Educational Testing Service (ETS) June 2012 - July 2012
Skills
Research, Higher Education, Teaching, Microsoft Office, Microsoft Excel, Microsoft Word, Community Outreach, Event Planning, Tutoring, Public Speaking, Social Networking
Education
Johnson C. Smith University - JCSU 2009 — 2013
Bachelor of Science (B.S.), Mathematics Teacher Education
Melanie Breazeale's LPL Financial Experience 2011 - 2013
Job Business Consultant
Industry Financial Services
Experience
Wells Fargo / Wholesale FX July 2013 - Present
LPL Financial 2011 - 2013
ITT Technical Institute 2011 - 2013
LPL Financial 2009 - 2011
Percival McGuire Commercial Real Estate Brokerage 2007 - 2008
Capital One 2005 - 2005
JPMorgan Chase 1998 - 2000
Skills
Adobe LiveCycle Designer, Microsoft Excel, Access Database, PowerPoint, Forms Development, Process Improvement, Project Coordination, SQL, Macro, Oracle, Software Documentation, SharePoint, Visio, Data Analysis, Leadership, Microsoft Office, Risk Management, Securities, Financial Services, Management
Education
ITT Technical Institute-Charlotte North 2011 — 2014
Computer Engineering
Associated Builders and Contractors 1998 — 2000
Electrical and Instrumentation Engineering
Wells Fargo / Wholesale FX July 2013 - Present
LPL Financial 2011 - 2013
ITT Technical Institute 2011 - 2013
LPL Financial 2009 - 2011
Percival McGuire Commercial Real Estate Brokerage 2007 - 2008
Capital One 2005 - 2005
JPMorgan Chase 1998 - 2000
Skills
Adobe LiveCycle Designer, Microsoft Excel, Access Database, PowerPoint, Forms Development, Process Improvement, Project Coordination, SQL, Macro, Oracle, Software Documentation, SharePoint, Visio, Data Analysis, Leadership, Microsoft Office, Risk Management, Securities, Financial Services, Management
Education
ITT Technical Institute-Charlotte North 2011 — 2014
Computer Engineering
Associated Builders and Contractors 1998 — 2000
Electrical and Instrumentation Engineering
Jodie Merritt Jodie Merritt's LPL Financial Experience November 2013 - Present
Job Teacher at La Jolla United Methodist Nursery School
Industry Financial Services
Experience
La Jolla United Methodist School September 2014 - Present
LPL Financial November 2013 - Present
LPL Financial April 2011 - October 2013
Barrister Executive Suites June 2009 - December 2011
St. Marks School June 2003 - June 2006
Skills
Administrative..., Outlook, Travel Arrangements, Spreadsheets, Microsoft Excel, Calendaring, Concur, PowerPoint, Access, Microsoft Office, Data Entry, Customer Service, Microsoft Word, Confidentiality, Executive Support, Child Development, Organizational..., Sales, Accounts Payable
Education
Indiana State University
Bachelor of Science (B.S.), Communication, General
San Diego Mesa College
GE, Child Development
La Jolla United Methodist School September 2014 - Present
LPL Financial November 2013 - Present
LPL Financial April 2011 - October 2013
Barrister Executive Suites June 2009 - December 2011
St. Marks School June 2003 - June 2006
Skills
Administrative..., Outlook, Travel Arrangements, Spreadsheets, Microsoft Excel, Calendaring, Concur, PowerPoint, Access, Microsoft Office, Data Entry, Customer Service, Microsoft Word, Confidentiality, Executive Support, Child Development, Organizational..., Sales, Accounts Payable
Education
Indiana State University
Bachelor of Science (B.S.), Communication, General
San Diego Mesa College
GE, Child Development
Joseph L. Soricelli AIF®,AIFA®, MBA Joseph L. Soricelli AIF®,AIFA®, MBA's LPL Financial Experience January 2003 - Present
Job Vice President Corrections at The Finest Wealth Management Group
Industry Financial Services
Experience
The Finest Wealth Management Group March 2015 - Present
Flynn Financial Partners, Ltd. May 2012 - Present
Women Certified January 2010 - Present
Family Financial NY January 2010 - Present
LPL Financial January 2003 - Present
Corrigan Baker 2003 - 2015
Corrigan Baker 2003 - 2015
BRC Benefit Professionals,LLC May 2003 - August 2013
BRC Pension Professionals 2003 - August 2013
MetLife Financial Services 1985 - 2003
Skills
Pensions, Estate Planning, Securities, Asset Allocation, Asset Management, Employee Benefits, Compensation, Insurance
Education
IONA Prep
Iona College
Masters of Business Administration
Long Island University
MBA
The Finest Wealth Management Group March 2015 - Present
Flynn Financial Partners, Ltd. May 2012 - Present
Women Certified January 2010 - Present
Family Financial NY January 2010 - Present
LPL Financial January 2003 - Present
Corrigan Baker 2003 - 2015
Corrigan Baker 2003 - 2015
BRC Benefit Professionals,LLC May 2003 - August 2013
BRC Pension Professionals 2003 - August 2013
MetLife Financial Services 1985 - 2003
Skills
Pensions, Estate Planning, Securities, Asset Allocation, Asset Management, Employee Benefits, Compensation, Insurance
Education
IONA Prep
Iona College
Masters of Business Administration
Long Island University
MBA
Heather (Pozulp) Harty's LPL Financial Experience January 2006 - December 2008
Job
Industry Financial Services
Experience
Modern Images By Heather January 2009 - Present
LPL Financial January 2006 - December 2008
Wachovia/Prudential Securities August 2003 - January 2006
UBS/PaineWebber Wealth Management February 2000 - August 2003
Prudential Securities May 1997 - February 2000
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, Administration, Office Administration, Operations Management, Operational Excellence, Account Management
Education
Illinois State University
Modern Images By Heather January 2009 - Present
LPL Financial January 2006 - December 2008
Wachovia/Prudential Securities August 2003 - January 2006
UBS/PaineWebber Wealth Management February 2000 - August 2003
Prudential Securities May 1997 - February 2000
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, Administration, Office Administration, Operations Management, Operational Excellence, Account Management
Education
Illinois State University
Danyell Mitchell Danyell Mitchell's LPL Financial Experience June 2014 - August 2014
Job Senior at Johnson C. Smith University
Industry Health, Wellness and Fitness
Experience
Johnson C. Smith University May 2014 - Present
LPL Financial June 2014 - August 2014
The Formal Touch January 2014 - July 2014
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Communication, Organizational..., Customer Service, Critical Thinking
Education
Johnson C. Smith University - JCSU 2011 — 2015
Bachelor's of Science, Biology, General, Senior
Johnson C. Smith University May 2014 - Present
LPL Financial June 2014 - August 2014
The Formal Touch January 2014 - July 2014
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Communication, Organizational..., Customer Service, Critical Thinking
Education
Johnson C. Smith University - JCSU 2011 — 2015
Bachelor's of Science, Biology, General, Senior
M. Jonathan Will, AAMS®'s LPL Financial Experience December 2011 - Present
Job Investments, Retirement, Financial Management
Industry Financial Services
Experience
LPL Financial December 2011 - Present
Wells Fargo Advisors July 2000 - December 2011
Morgan Stanley 1999 - 2000
Skills
Investments, Retirement Planning, Financial Advisory, Investment Strategies, IRAs, Wealth Management, Mutual Funds, Education Funding, Investment Advisory, Retirement, Estate Planning, 401k, Strategic Financial..., Asset Allocation, Alternative Investments, Private Equity, Real Estate Private..., Hedge Funds, 401k Rollovers, Variable Annuities, Municipal Bonds, Fixed Annuities
Education
The Ohio State University 1994 — 1998
B.S., Personal Financial Management
Heidelberg University 1993 — 1994
Business
Dublin High School 1990 — 1993
LPL Financial December 2011 - Present
Wells Fargo Advisors July 2000 - December 2011
Morgan Stanley 1999 - 2000
Skills
Investments, Retirement Planning, Financial Advisory, Investment Strategies, IRAs, Wealth Management, Mutual Funds, Education Funding, Investment Advisory, Retirement, Estate Planning, 401k, Strategic Financial..., Asset Allocation, Alternative Investments, Private Equity, Real Estate Private..., Hedge Funds, 401k Rollovers, Variable Annuities, Municipal Bonds, Fixed Annuities
Education
The Ohio State University 1994 — 1998
B.S., Personal Financial Management
Heidelberg University 1993 — 1994
Business
Dublin High School 1990 — 1993
A.J. Amato, CPA, CFP® A.J. Amato, CPA, CFP®'s LPL Financial Experience December 2000 - July 2007
Job A.J. Amato Wealth Management, LLC
Industry Financial Services
Experience
A. J. Amato Wealth Management, LLC August 2007 - Present
LPL Financial December 2000 - July 2007
KeyCorp 1990 - 2000
Ernst & Young 1986 - 1989
Education
Siena College 1980 — 1982
Bachelor of Science (B.S.), Finance
Hudson Valley Community College 1978 — 1980
Associate's Degree, Banking, Insurance and Real Estate
A. J. Amato Wealth Management, LLC August 2007 - Present
LPL Financial December 2000 - July 2007
KeyCorp 1990 - 2000
Ernst & Young 1986 - 1989
Education
Siena College 1980 — 1982
Bachelor of Science (B.S.), Finance
Hudson Valley Community College 1978 — 1980
Associate's Degree, Banking, Insurance and Real Estate
Garrett Davidson Garrett Davidson's LPL Financial Experience January 2014 - Present
Job Internal Advisory Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2014 - Present
LPL Financial January 2014 - January 2014
LPL Financial July 2012 - January 2014
Edward Jones May 2011 - June 2012
Skills
Retirement Planning, FINRA, Strategic Financial..., Wealth Management, Management, Financial Advisory, Series 7, Securities, Portfolio Management, Financial Planning, Investments, Financial Services, Retirement, Finance, Mutual Funds, Series 63
Education
Queens University of Charlotte 2013 — 2015
Certified Financial Planner Program
James Madison University 2005 — 2009
Bachelor of Science (B.S.)
LPL Financial January 2014 - Present
LPL Financial January 2014 - January 2014
LPL Financial July 2012 - January 2014
Edward Jones May 2011 - June 2012
Skills
Retirement Planning, FINRA, Strategic Financial..., Wealth Management, Management, Financial Advisory, Series 7, Securities, Portfolio Management, Financial Planning, Investments, Financial Services, Retirement, Finance, Mutual Funds, Series 63
Education
Queens University of Charlotte 2013 — 2015
Certified Financial Planner Program
James Madison University 2005 — 2009
Bachelor of Science (B.S.)
Naveen Pamidi's LPL Financial Experience March 2014 - Present
Job Assistant Vice President, Development at LPL Financial
Industry Information Technology and Services
Experience
LPL Financial March 2014 - Present
Infosys October 2011 - March 2014
Infosys March 2009 - October 2011
Infosys June 2006 - April 2008
Skills
OBIEE, Informatica, DAC, Business Objects, Oracle SQL, Oracle, SQL, Agile Methodolgy, Data Modeling, Business Intelligence, Datastage, PL/SQL, ETL, Business Intelligence..., OLAP, Oracle SQL Developer, Agile Methodologies, Data Warehousing
Education
Jawaharlal Nehru Technological University 2002 — 2006
BTech, ECE
JBM 1991 — 2000
SSC
LPL Financial March 2014 - Present
Infosys October 2011 - March 2014
Infosys March 2009 - October 2011
Infosys June 2006 - April 2008
Skills
OBIEE, Informatica, DAC, Business Objects, Oracle SQL, Oracle, SQL, Agile Methodolgy, Data Modeling, Business Intelligence, Datastage, PL/SQL, ETL, Business Intelligence..., OLAP, Oracle SQL Developer, Agile Methodologies, Data Warehousing
Education
Jawaharlal Nehru Technological University 2002 — 2006
BTech, ECE
JBM 1991 — 2000
SSC
Wesley Padfield's LPL Financial Experience October 2013 - Present
Job Experienced Financial Services Professional
Industry Investment Management
Experience
LPL Financial October 2013 - Present
LPL Financial January 2013 - October 2013
Brandes Investment Partners April 2001 - November 2011
Nicholas Applegate May 2000 - April 2001
State Street August 1998 - April 2000
Skills
Problem Solving, Analysis, Microsoft Excel, Security APL, Equities, Outlook, Separately Managed..., Wrap Accounts
Education
Harvard College 1992 — 1996
Bachelor of Science (BS), East Asian Studies
LPL Financial October 2013 - Present
LPL Financial January 2013 - October 2013
Brandes Investment Partners April 2001 - November 2011
Nicholas Applegate May 2000 - April 2001
State Street August 1998 - April 2000
Skills
Problem Solving, Analysis, Microsoft Excel, Security APL, Equities, Outlook, Separately Managed..., Wrap Accounts
Education
Harvard College 1992 — 1996
Bachelor of Science (BS), East Asian Studies
Chris Rhanor Chris Rhanor's LPL Financial Experience December 2004 - May 2007
Job Branch Auditor at First Allied Securities, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
First Allied Securities, Inc. October 2014 - Present
First Allied Securities, Inc. October 2010 - October 2014
First Allied Securities, Inc. May 2008 - August 2010
Northwestern Mutual September 2007 - May 2008
LPL Financial December 2004 - May 2007
American Express November 2003 - April 2004
State Farm Insurance June 2001 - December 2002
Education
Illinois State University 1997 — 2001
B.S., Finance
Rockford East High School 1993 — 1997
First Allied Securities, Inc. October 2014 - Present
First Allied Securities, Inc. October 2010 - October 2014
First Allied Securities, Inc. May 2008 - August 2010
Northwestern Mutual September 2007 - May 2008
LPL Financial December 2004 - May 2007
American Express November 2003 - April 2004
State Farm Insurance June 2001 - December 2002
Education
Illinois State University 1997 — 2001
B.S., Finance
Rockford East High School 1993 — 1997
Grant Arends Grant Arends's LPL Financial Experience June 2013 - Present
Job
Industry Financial Services
Experience
LPL Financial June 2013 - Present
iThirst, Inc. January 2012 - Present
Alliance Benefit Group of Kansas City, Inc. January 1991 - Present
Skills
401k, Retirement Plan..., Mutual Funds, Asset Allocation, Investments, Non-profits, Asset Management, New Business Development, Public Speaking, Fundraising, Direct Marketing, Non-profit Marketing, Non-profit Development, Retirement Plans, Water, Water Resources, Water Quality
Education
Iowa State University - College of Business 1986 — 1991
LPL Financial June 2013 - Present
iThirst, Inc. January 2012 - Present
Alliance Benefit Group of Kansas City, Inc. January 1991 - Present
Skills
401k, Retirement Plan..., Mutual Funds, Asset Allocation, Investments, Non-profits, Asset Management, New Business Development, Public Speaking, Fundraising, Direct Marketing, Non-profit Marketing, Non-profit Development, Retirement Plans, Water, Water Resources, Water Quality
Education
Iowa State University - College of Business 1986 — 1991
Justin Laub's LPL Financial Experience February 2014 - June 2015
Job Project Manager PMO at Cetera
Industry Information Technology and Services
Experience
Cetera Financial Group June 2015 - Present
IP4hire October 2010 - Present
LPL Financial February 2014 - June 2015
LPL Financial February 2013 - February 2014
TEKsystems March 2012 - February 2013
South Bay Welding January 2004 - March 2010
Skills
Visio, SDLC, CCNA, PMP, SharePoint, Project Management, Microsoft Certified..., Microsoft SQL Server, Scrum, Agile Methodologies, MCITP, Microsoft Certified..., Lync Server 2010, Process Improvement, Windows Server, Microsoft Exchange, MS Project, IT Project..., Microsoft Project, Certified Scrum Master..., VoIP, Innovation, Volunteer Recruiting, Volunteer Management, Scaled Agile Framework
Education
Indiana University Bloomington 1999 — 2003
BS, Information Systems, Business Management
Cetera Financial Group June 2015 - Present
IP4hire October 2010 - Present
LPL Financial February 2014 - June 2015
LPL Financial February 2013 - February 2014
TEKsystems March 2012 - February 2013
South Bay Welding January 2004 - March 2010
Skills
Visio, SDLC, CCNA, PMP, SharePoint, Project Management, Microsoft Certified..., Microsoft SQL Server, Scrum, Agile Methodologies, MCITP, Microsoft Certified..., Lync Server 2010, Process Improvement, Windows Server, Microsoft Exchange, MS Project, IT Project..., Microsoft Project, Certified Scrum Master..., VoIP, Innovation, Volunteer Recruiting, Volunteer Management, Scaled Agile Framework
Education
Indiana University Bloomington 1999 — 2003
BS, Information Systems, Business Management
Laurie Kane Burkhardt, CFP®'s LPL Financial Experience 2011 - 2012
Job Wealth Manager at Modera Wealth Management, LLC
Industry Financial Services
Experience
Modera Wealth Management, LLC 2014 - Present
Modera Wealth Management 2012 - 2014
LPL Financial 2011 - 2012
Rockland Trust Company 2010 - 2011
Baystate Financial Services 2006 - 2010
MetLife 1999 - 2004
MetLife 1992 - 1999
New England Financial 1980 - 1992
Education
Harvard University
BA
Boston University Graduate School of Management
MBA
Modera Wealth Management, LLC 2014 - Present
Modera Wealth Management 2012 - 2014
LPL Financial 2011 - 2012
Rockland Trust Company 2010 - 2011
Baystate Financial Services 2006 - 2010
MetLife 1999 - 2004
MetLife 1992 - 1999
New England Financial 1980 - 1992
Education
Harvard University
BA
Boston University Graduate School of Management
MBA
Mark R. Calaci Mark R. Calaci's LPL Financial Experience January 2011 - Present
Job Registered Principal LPL Financial
Industry Financial Services
Experience
LPL Financial January 2011 - Present
Skills
Securities, Wealth Management, Investments, Equities, Series 24, Series 7, Alternative Investments, Mutual Funds, Uniform Combined State..., Investment Advisory, Retirement Planning, Strategic Financial..., Asset Allocation, Investment Strategies, Portfolio Management
Education
St. John's University, Queens, NY 1992 — 1995
Master of Business Administration (MBA), Economic Policy
Hofstra University 1986 — 1990
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Sewahhaka H.S.
LPL Financial January 2011 - Present
Skills
Securities, Wealth Management, Investments, Equities, Series 24, Series 7, Alternative Investments, Mutual Funds, Uniform Combined State..., Investment Advisory, Retirement Planning, Strategic Financial..., Asset Allocation, Investment Strategies, Portfolio Management
Education
St. John's University, Queens, NY 1992 — 1995
Master of Business Administration (MBA), Economic Policy
Hofstra University 1986 — 1990
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Sewahhaka H.S.
Karen KC Conway's LPL Financial Experience June 2007 - December 2011
Job Vice President at First Republic Bank
Industry Financial Services
Experience
First Republic Bank December 2013 - Present
NestWise December 2012 - September 2013
Pershing January 2012 - November 2012
LPL Financial June 2007 - December 2011
UVEST Financial Services May 2005 - June 2007
Financial Foundation 2003 - 2005
Morgan Stanley Smith Barney 2002 - 2003
Merrill Lynch Investment Managers October 1998 - January 2002
Skills
Mutual Funds, Investments, Asset Management, Strategic Financial..., Financial Advisory, CRM, Investment Management, Finance, Project Management, Business Development, Organizational..., Series 7, Financial Services, Wealth Management, Securities, Consulting, Retirement Planning, Investment Advisory, Banking
Education
Harvard University
BA
UCLA-Anderson School 1998 — 2001
MBA, Business
First Republic Bank December 2013 - Present
NestWise December 2012 - September 2013
Pershing January 2012 - November 2012
LPL Financial June 2007 - December 2011
UVEST Financial Services May 2005 - June 2007
Financial Foundation 2003 - 2005
Morgan Stanley Smith Barney 2002 - 2003
Merrill Lynch Investment Managers October 1998 - January 2002
Skills
Mutual Funds, Investments, Asset Management, Strategic Financial..., Financial Advisory, CRM, Investment Management, Finance, Project Management, Business Development, Organizational..., Series 7, Financial Services, Wealth Management, Securities, Consulting, Retirement Planning, Investment Advisory, Banking
Education
Harvard University
BA
UCLA-Anderson School 1998 — 2001
MBA, Business
Carl E. Snell Sr. Carl E. Snell Sr.'s LPL Financial Experience September 2009 - Present
Job President / Investment Representative at Crosspointe Financial Group
Industry Financial Services
Experience
LPL Financial September 2009 - Present
Skills
Investment Advisory, Retirement Planning, Wealth Management, Retirement, Series 7, Asset Allocation, Financial Services, Investments, Investment Strategies, 401k, Mutual Funds, Series 63
Education
Hinds Community College 1979 — 1981
Jackson State University
LPL Financial September 2009 - Present
Skills
Investment Advisory, Retirement Planning, Wealth Management, Retirement, Series 7, Asset Allocation, Financial Services, Investments, Investment Strategies, 401k, Mutual Funds, Series 63
Education
Hinds Community College 1979 — 1981
Jackson State University
Timothy Gacsy, CPA, PFS, CGMA, MBA, MBT Timothy Gacsy, CPA, PFS, CGMA, MBA, MBT's LPL Financial Experience April 2014 - Present
Job Vice President Tax Reporting at LPL Financial
Industry Financial Services
Experience
LPL Financial April 2014 - Present
McGill & Hill Group January 2012 - April 2014
Winthrop University June 2009 - August 2012
TD Gacsy CPA February 2010 - December 2011
Reznick Group March 2006 - December 2009
Bank of America June 2004 - March 2006
Citigroup Global Markets May 2003 - September 2003
Ernst & Young August 1999 - August 2002
Southern California Edison March 1995 - August 1996
McKesson October 1993 - March 1995
Skills
Strategic Financial..., Accounting, Financial Analysis, Financial Modeling, Tax Credits, Structured Finance, Due Diligence, Real Estate Due..., Large-Scale Budget &..., Historic Rehabilitation..., New Markets Tax Credits, Turnaround Strategy, Transaction Advisory..., Financial Projection, Risk Management, Business Valuation, Cashflow Analysis, Budget Forecasts, Price Forecasting, Financial Reporting, Research and..., Syndications, Quantitative Models, Staffing Analysis, Risk Modeling, Marketing Support, Credit Risk, Economic Planning, Corporate FP&A, Expense Budget..., Tax Consulting, GAAP, Essbase, StatPro, @Risk, Precision Tree, Riskview, ARGUS, QuickBooks, Peachtree, Investments, Strategy, Cash Flow, Private Equity, Analysis, Financial Accounting, Internal Audit, Tax, CPA, Restructuring
Education
Indiana University - Kelley School of Business 2002 — 2004
MBA, Finance; Decision Modeling
University of Southern California - Marshall School of Business 1999 — 2001
MBT, Taxation
University of Southern California - Marshall School of Business 1996 — 1999
Bachelor, Accounting
LPL Financial April 2014 - Present
McGill & Hill Group January 2012 - April 2014
Winthrop University June 2009 - August 2012
TD Gacsy CPA February 2010 - December 2011
Reznick Group March 2006 - December 2009
Bank of America June 2004 - March 2006
Citigroup Global Markets May 2003 - September 2003
Ernst & Young August 1999 - August 2002
Southern California Edison March 1995 - August 1996
McKesson October 1993 - March 1995
Skills
Strategic Financial..., Accounting, Financial Analysis, Financial Modeling, Tax Credits, Structured Finance, Due Diligence, Real Estate Due..., Large-Scale Budget &..., Historic Rehabilitation..., New Markets Tax Credits, Turnaround Strategy, Transaction Advisory..., Financial Projection, Risk Management, Business Valuation, Cashflow Analysis, Budget Forecasts, Price Forecasting, Financial Reporting, Research and..., Syndications, Quantitative Models, Staffing Analysis, Risk Modeling, Marketing Support, Credit Risk, Economic Planning, Corporate FP&A, Expense Budget..., Tax Consulting, GAAP, Essbase, StatPro, @Risk, Precision Tree, Riskview, ARGUS, QuickBooks, Peachtree, Investments, Strategy, Cash Flow, Private Equity, Analysis, Financial Accounting, Internal Audit, Tax, CPA, Restructuring
Education
Indiana University - Kelley School of Business 2002 — 2004
MBA, Finance; Decision Modeling
University of Southern California - Marshall School of Business 1999 — 2001
MBT, Taxation
University of Southern California - Marshall School of Business 1996 — 1999
Bachelor, Accounting
Richard H Kolb, Jr, JD, CPA, CFP Richard H Kolb, Jr, JD, CPA, CFP's LPL Financial Experience April 2005 - November 2012
Job Managing Partner at Inspirion Wealth Advisors, LLC
Industry Financial Services
Experience
Inspirion Wealth Advisors, LLC November 2012 - Present
Libertyville Financial Group, Ltd April 2005 - November 2012
LPL Financial April 2005 - November 2012
American Express Financial Advisors February 1992 - April 2005
Education
Loyola University Chicago School of Law 1985 — 1988
JD
Indiana University - Kelley School of Business 1981 — 1985
BS, Accounting
Inspirion Wealth Advisors, LLC November 2012 - Present
Libertyville Financial Group, Ltd April 2005 - November 2012
LPL Financial April 2005 - November 2012
American Express Financial Advisors February 1992 - April 2005
Education
Loyola University Chicago School of Law 1985 — 1988
JD
Indiana University - Kelley School of Business 1981 — 1985
BS, Accounting
Kate Bazilevsky Kate Bazilevsky's LPL Financial Experience September 2010 - June 2012
Job Director at HumanPopulationAcademy.org
Industry International Affairs
Experience
Human Population Academy April 2011 - Present
Mitchell International June 2012 - May 2013
LPL Financial September 2010 - June 2012
Neustar (formerly Webmetrics) March 2008 - August 2010
Homesite Insurance August 2006 - December 2007
Xplana, Inc. June 2006 - December 2006
PTC August 2000 - January 2006
CRS Computers, Inc. July 1997 - April 2000
Skills
Visio, SharePoint, Mac, Confluence, SQL, TFS, Agile Methodologies, User Acceptance Testing, Software Quality..., Team Leadership, SDLC, Web Applications, Quality Assurance, Black Box Testing, Test Cases, Test Planning, Requirements Analysis, Process Improvement, Cross-functional Team..., Regression Testing, Testing, Project Planning, Waterfall, Training, Scrum, Analysis, Software Project..., Quality Center, Software Documentation, Agile Project Management, XML, Manual Testing, Mobile Applications, Databases, Enterprise Software, Oracle, Web Services, SaaS, mobile websites, Mobile Marketing, internet marketing, Mobile Devices, Mobile Internet, Websites, Website Building, Website Creation, Website Updating, Mobilization, Mobilizing, Responsive Websites
Education
School of Non-traditional Psychology
Psychology
Institute of Transpersonal Psychology 2005 — 2006
Global Distance Learning courses, Transpersonal Psychology
Bentley University 1998 — 2005
Bachelor of Science, MIS Major with a Minor in Psychology
Baker
Human Population Academy April 2011 - Present
Mitchell International June 2012 - May 2013
LPL Financial September 2010 - June 2012
Neustar (formerly Webmetrics) March 2008 - August 2010
Homesite Insurance August 2006 - December 2007
Xplana, Inc. June 2006 - December 2006
PTC August 2000 - January 2006
CRS Computers, Inc. July 1997 - April 2000
Skills
Visio, SharePoint, Mac, Confluence, SQL, TFS, Agile Methodologies, User Acceptance Testing, Software Quality..., Team Leadership, SDLC, Web Applications, Quality Assurance, Black Box Testing, Test Cases, Test Planning, Requirements Analysis, Process Improvement, Cross-functional Team..., Regression Testing, Testing, Project Planning, Waterfall, Training, Scrum, Analysis, Software Project..., Quality Center, Software Documentation, Agile Project Management, XML, Manual Testing, Mobile Applications, Databases, Enterprise Software, Oracle, Web Services, SaaS, mobile websites, Mobile Marketing, internet marketing, Mobile Devices, Mobile Internet, Websites, Website Building, Website Creation, Website Updating, Mobilization, Mobilizing, Responsive Websites
Education
School of Non-traditional Psychology
Psychology
Institute of Transpersonal Psychology 2005 — 2006
Global Distance Learning courses, Transpersonal Psychology
Bentley University 1998 — 2005
Bachelor of Science, MIS Major with a Minor in Psychology
Baker
Jeremy Gussick, MBA, CFP Jeremy Gussick, MBA, CFP's LPL Financial Experience 2003 - Present
Job CERTIFIED FINANCIAL PLANNER at LPL Financial, Member FINRA/SIPC
Industry Investment Management
Experience
LPL Financial 2003 - Present
Education
Hofstra University 1994 — 2000
MBA, Finance, Business Management
LPL Financial 2003 - Present
Education
Hofstra University 1994 — 2000
MBA, Finance, Business Management
John Soto John Soto's LPL Financial Experience September 2012 - Present
Job President at ESQ. Financial Group, Financial Advisor, LPL Financial
Industry Financial Services
Experience
LPL Financial September 2012 - Present
Sterling National Bank August 2014 - Present
Capital One February 1997 - September 2012
Education
Hofstra University
Management
LPL Financial September 2012 - Present
Sterling National Bank August 2014 - Present
Capital One February 1997 - September 2012
Education
Hofstra University
Management
Carolynn Brooks's LPL Financial Experience March 2014 - August 2014
Job Substitute Teacher
Industry Education Management
Experience
NSCA Certified Personal Trainer December 2014 - Present
Ottawa Royals Futuro Soccer Academy September 2014 - February 2015
LPL Financial March 2014 - August 2014
Fuze Connected Marketing December 2013 - August 2014
Fuze Connected Marketing September 2013 - December 2013
Wake Forest University June 2013 - July 2013
University of Rochester Medical Center 2011 - 2013
Houghton College September 2008 - June 2011
Java 101 January 2008 - June 2011
Houghton College January 2009 - May 2011
Skills
Cpr Certified, Customer Service, Leadership, Organization, Interpersonal..., Attention to Detail, Assertiveness, First Responder, Microsoft Office, Microsoft Word, Electronic Medical..., Allscripts, BranchNet, EMR, Data Entry
Education
Houghton College 2007 — 2011
Bachelor of Arts (B.A.), Biology, Pre-Physical Therapy/Athletic Training
Wake Forest University School of Medicine 2013 — 2013
Physicians Assistant
Monroe Community College 2010 — 2010
Physics
NSCA Certified Personal Trainer December 2014 - Present
Ottawa Royals Futuro Soccer Academy September 2014 - February 2015
LPL Financial March 2014 - August 2014
Fuze Connected Marketing December 2013 - August 2014
Fuze Connected Marketing September 2013 - December 2013
Wake Forest University June 2013 - July 2013
University of Rochester Medical Center 2011 - 2013
Houghton College September 2008 - June 2011
Java 101 January 2008 - June 2011
Houghton College January 2009 - May 2011
Skills
Cpr Certified, Customer Service, Leadership, Organization, Interpersonal..., Attention to Detail, Assertiveness, First Responder, Microsoft Office, Microsoft Word, Electronic Medical..., Allscripts, BranchNet, EMR, Data Entry
Education
Houghton College 2007 — 2011
Bachelor of Arts (B.A.), Biology, Pre-Physical Therapy/Athletic Training
Wake Forest University School of Medicine 2013 — 2013
Physicians Assistant
Monroe Community College 2010 — 2010
Physics
Jeff Wulf Jeff Wulf's LPL Financial Experience February 2008 - 2013
Job Vice President, Marketing at American Specialty Health
Industry Health, Wellness and Fitness
Experience
CJ Affiliate by Conversant March 2014 - July 2014
LPL Financial February 2008 - 2013
LPL Financial August 2005 - February 2008
Brawn of California July 1996 - February 2005
Ambrosi and Assoc. 1989 - 1996
Skills
Communications Planning, Advertising, Integrated Marketing, Marketing Communications, Strategic Planning, Analytics, Leadership, Business Strategy, Market Research, Marketing Strategy, Social Media Marketing, Creative Direction, Digital Strategy, E-commerce, Marketing, Strategy, Copywriting, Brand Development, Direct Marketing, Business Development, Corporate Branding, Interactive Marketing, Management, B2B Marketing, Segmentation, Lead Generation, Sales
Education
Iowa State University 1986 — 1989
BA, Advertising
CJ Affiliate by Conversant March 2014 - July 2014
LPL Financial February 2008 - 2013
LPL Financial August 2005 - February 2008
Brawn of California July 1996 - February 2005
Ambrosi and Assoc. 1989 - 1996
Skills
Communications Planning, Advertising, Integrated Marketing, Marketing Communications, Strategic Planning, Analytics, Leadership, Business Strategy, Market Research, Marketing Strategy, Social Media Marketing, Creative Direction, Digital Strategy, E-commerce, Marketing, Strategy, Copywriting, Brand Development, Direct Marketing, Business Development, Corporate Branding, Interactive Marketing, Management, B2B Marketing, Segmentation, Lead Generation, Sales
Education
Iowa State University 1986 — 1989
BA, Advertising
Cheryl Brown, MBA/PMP Cheryl Brown, MBA/PMP's LPL Financial Experience December 2007 - April 2009
Job Project Management Consultant
Industry Information Technology and Services
Experience
Eliassen Group May 2014 - Present
ATD-US July 2011 - Present
Wachovia, A Wells Fargo Company January 2010 - July 2011
STRATEGIC STAFFING SOLUTIONS August 2009 - January 2010
LPL Financial December 2007 - April 2009
LPL FINANCIAL (BROKERAGE) December 2007 - April 2009
Bank of America June 2006 - October 2007
BANK OF AMERICA June 2006 - October 2007
Charlotte Bobcats March 2003 - June 2006
BOBCATS SPORTS & ENTERTAINMENT (NBA) March 2003 - June 2006
Skills
Visio, SharePoint, Business Analysis, Vendor Management, SDLC, Project Management, PMO, Clarity, Process Improvement, Resource Management, MS Project, Business Requirements, User Acceptance Testing, Software Documentation, Program Management, Integration, Business Process..., Human Resources, Requirements Analysis, Business Process, Analysis, Leadership, Management, PMP
Education
Villanova University 2008 — 2008
PMP, Project Management
Villanova University - Pennsylvania 2008 — 2008
PMP, Project Management Professional
Strayer University 2004 — 2007
M.B.A, Business Administration
Strayer University-Maryland 2004 — 2007
MBA, Domesic/International Marketing
Johnson C. Smith University - JCSU 1989 — 1993
BA, Mass Communication
Johnson C. Smith University - JCSU 1989 — 1993
B.A, Communications (PR/Marketing)
Eliassen Group May 2014 - Present
ATD-US July 2011 - Present
Wachovia, A Wells Fargo Company January 2010 - July 2011
STRATEGIC STAFFING SOLUTIONS August 2009 - January 2010
LPL Financial December 2007 - April 2009
LPL FINANCIAL (BROKERAGE) December 2007 - April 2009
Bank of America June 2006 - October 2007
BANK OF AMERICA June 2006 - October 2007
Charlotte Bobcats March 2003 - June 2006
BOBCATS SPORTS & ENTERTAINMENT (NBA) March 2003 - June 2006
Skills
Visio, SharePoint, Business Analysis, Vendor Management, SDLC, Project Management, PMO, Clarity, Process Improvement, Resource Management, MS Project, Business Requirements, User Acceptance Testing, Software Documentation, Program Management, Integration, Business Process..., Human Resources, Requirements Analysis, Business Process, Analysis, Leadership, Management, PMP
Education
Villanova University 2008 — 2008
PMP, Project Management
Villanova University - Pennsylvania 2008 — 2008
PMP, Project Management Professional
Strayer University 2004 — 2007
M.B.A, Business Administration
Strayer University-Maryland 2004 — 2007
MBA, Domesic/International Marketing
Johnson C. Smith University - JCSU 1989 — 1993
BA, Mass Communication
Johnson C. Smith University - JCSU 1989 — 1993
B.A, Communications (PR/Marketing)
Stacey (Havens) Perkins Stacey (Havens) Perkins's LPL Financial Experience July 2007 - Present
Job Product and Platform Strategy Cash and Banking Services at LPL Financial
Industry Financial Services
Experience
LPL Financial July 2007 - Present
Home Capital Funding May 2006 - July 2007
Enterprise Rent A Car August 2002 - May 2006
Skills
Project Management, Accounting/Bookkeeping, Claims Management, Customer Service, Planning/Scheduling, Sales/Marketing, Training, Proficient in Microsoft..., Risk Management, Process Improvement, Financial Services, Call Centers
Education
James Madison University 1998 — 2002
Bachelor of Arts (B.A.), Political Science and Criminal Justice
LPL Financial July 2007 - Present
Home Capital Funding May 2006 - July 2007
Enterprise Rent A Car August 2002 - May 2006
Skills
Project Management, Accounting/Bookkeeping, Claims Management, Customer Service, Planning/Scheduling, Sales/Marketing, Training, Proficient in Microsoft..., Risk Management, Process Improvement, Financial Services, Call Centers
Education
James Madison University 1998 — 2002
Bachelor of Arts (B.A.), Political Science and Criminal Justice
John A. Brescia, Jr. CPA, MBA, ChFC John A. Brescia, Jr. CPA, MBA, ChFC's LPL Financial Experience 2011 - Present
Job Owner and President of Capital Strategies, Inc. and LPL Financial Consultant
Industry Financial Services
Experience
Capital Strategies, Inc. 1992 - Present
LPL Financial 2011 - Present
Salomon Brothers March 1989 - March 1992
Ernst & Whinney March 1987 - March 1989
Goldman Sachs March 1984 - March 1987
Price Waterhouse June 1981 - March 1984
Skills
Retirement Planning, Securities, Estate Planning, Investment Advisory, Portfolio Management, Finance, Asset Allocation, Financial Advisory, Insurance, Fixed Annuities, IRAs, FINRA, Risk Management, Employee Benefits, Investment Banking, Disability Insurance, Investments, Retirement, Mergers, Series 7 held through...
Education
Iona College - Hagen Business School 1985 — 1987
Master of Business Administration (MBA), Finance
Iona College 1977 — 1981
BBA, Accounting
Capital Strategies, Inc. 1992 - Present
LPL Financial 2011 - Present
Salomon Brothers March 1989 - March 1992
Ernst & Whinney March 1987 - March 1989
Goldman Sachs March 1984 - March 1987
Price Waterhouse June 1981 - March 1984
Skills
Retirement Planning, Securities, Estate Planning, Investment Advisory, Portfolio Management, Finance, Asset Allocation, Financial Advisory, Insurance, Fixed Annuities, IRAs, FINRA, Risk Management, Employee Benefits, Investment Banking, Disability Insurance, Investments, Retirement, Mergers, Series 7 held through...
Education
Iona College - Hagen Business School 1985 — 1987
Master of Business Administration (MBA), Finance
Iona College 1977 — 1981
BBA, Accounting
Tim Keeton, CRCMP™'s LPL Financial Experience March 2014 - Present
Job Senior Investors and Advisors Compliance Expert
Industry Financial Services
Experience
LPL Financial March 2014 - Present
LPL Financial October 2010 - March 2014
Compliance Risk Managers November 2009 - June 2011
Zintro.com October 2009 - November 2010
Wachovia, A Wells Fargo Company March 2001 - August 2009
Hilliard Lyons 1997 - 2001
Capital Holding Corporation 1993 - 1997
Personalized Insurance & Financial Services 1989 - 1993
Skills
Compliance, Risk Management, Capital Markets, Investment Advisory, Suitability Analysis, Diminished Capacity..., Enterprise Risk..., KYC, Equities, Derivatives, Fixed Income, FINRA, Banking, Securities, Investment Banking, Governance, Alternative Investments, Trading, ERISA, Insurance, Due Diligence, Financial Planning, Options, Process Improvement, Series 6, Series 7, Series 24, Series 63, Series 65, Executive Management, Financial Services, Financial Advisory, AML, Wealth Management, Uniform Combined State..., Portfolio Management, Anti Money Laundering
Education
Indiana State University
Music Education
Indiana University
Liberal Arts and Sciences (Concentrations: Literature, Creative Writing, Political Science & Music)
LPL Financial March 2014 - Present
LPL Financial October 2010 - March 2014
Compliance Risk Managers November 2009 - June 2011
Zintro.com October 2009 - November 2010
Wachovia, A Wells Fargo Company March 2001 - August 2009
Hilliard Lyons 1997 - 2001
Capital Holding Corporation 1993 - 1997
Personalized Insurance & Financial Services 1989 - 1993
Skills
Compliance, Risk Management, Capital Markets, Investment Advisory, Suitability Analysis, Diminished Capacity..., Enterprise Risk..., KYC, Equities, Derivatives, Fixed Income, FINRA, Banking, Securities, Investment Banking, Governance, Alternative Investments, Trading, ERISA, Insurance, Due Diligence, Financial Planning, Options, Process Improvement, Series 6, Series 7, Series 24, Series 63, Series 65, Executive Management, Financial Services, Financial Advisory, AML, Wealth Management, Uniform Combined State..., Portfolio Management, Anti Money Laundering
Education
Indiana State University
Music Education
Indiana University
Liberal Arts and Sciences (Concentrations: Literature, Creative Writing, Political Science & Music)
Robyn Krahn Robyn Krahn's LPL Financial Experience 2011 - Present
Job Financial Advisor/Financial Educator and Speaker
Industry Financial Services
Experience
LPL Financial 2011 - Present
Investment Solution Services, LLC October 2009 - Present
McCabe and Associates September 2004 - April 2009
DWS Investments July 2000 - April 2004
Skills
Investments, Retirement, Finance, Financial Services, Insurance, Retirement Planning, Financial Planning, 401k, FINRA, Wealth Management, Series 7, Fixed Annuities, Small Business, Mutual Funds, Strategic Planning, Estate Planning, Strategic Financial..., Investment Management, Public Speaking, Securities, Life Insurance, Financial Advisory, Tax Preparation, Uniform Combined State..., Financial Planners, Banking, Variable Annuities, Asset Allocation, Investment Advisory, Investment..., Series 66, Securities Licensed in..., Life Insurance licensed...
Education
Saint Xavier University 2005 — 2007
Continuing Education, Financial Planning
Illinois Wesleyan University 1996 — 2000
BS, Business and Spanish
LPL Financial 2011 - Present
Investment Solution Services, LLC October 2009 - Present
McCabe and Associates September 2004 - April 2009
DWS Investments July 2000 - April 2004
Skills
Investments, Retirement, Finance, Financial Services, Insurance, Retirement Planning, Financial Planning, 401k, FINRA, Wealth Management, Series 7, Fixed Annuities, Small Business, Mutual Funds, Strategic Planning, Estate Planning, Strategic Financial..., Investment Management, Public Speaking, Securities, Life Insurance, Financial Advisory, Tax Preparation, Uniform Combined State..., Financial Planners, Banking, Variable Annuities, Asset Allocation, Investment Advisory, Investment..., Series 66, Securities Licensed in..., Life Insurance licensed...
Education
Saint Xavier University 2005 — 2007
Continuing Education, Financial Planning
Illinois Wesleyan University 1996 — 2000
BS, Business and Spanish
John Patsy, CFP®, RICP® John Patsy, CFP®, RICP®'s LPL Financial Experience 2009 - Present
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial 2009 - Present
Ameriprise Financial 2007 - 2009
Morgan Stanley 1996 - 2006
SECOR 1993 - 1996
Chase Manhattan Bank 1987 - 1993
EDS 1984 - 1987
Skills
Retirement Planning, 401k Rollovers, Retirement Savings, Asset Management, Strategic Financial..., Life Insurance, Fixed Annuities, Variable Annuities, Tax Efficiency, Retirement, Asset Allocation, Retirement Plan..., Qualified Retirement..., Roth IRA, Simple IRA, SEP IRA, Traditional IRA, IRAs, RMDS, Long Term Care Insurance, Guaranteed Lifetime..., Social Security, Medicare, Financial Services, College Savings Plans, Estate Planning, Alternative Investments, Mutual Funds, Personal Financial..., Permanent Life Insurance, Term Life Insurance, Irrevocable Life..., Portfolio Management, Portfolio Assessment, Investment Portfolio, Investments, Investment Strategies, ETFs, Investment Advisory, Options Strategies, Wealth Management..., Wealth Accumulation, Wealth Accumulation..., Wealth Management, Wealth Preservation..., Value Investing, Personal Finance, Capital Markets, Financial Markets, Certified Financial...
Education
James Madison University
BBA, Finance, Economics
Wake Forest University
LPL Financial 2009 - Present
Ameriprise Financial 2007 - 2009
Morgan Stanley 1996 - 2006
SECOR 1993 - 1996
Chase Manhattan Bank 1987 - 1993
EDS 1984 - 1987
Skills
Retirement Planning, 401k Rollovers, Retirement Savings, Asset Management, Strategic Financial..., Life Insurance, Fixed Annuities, Variable Annuities, Tax Efficiency, Retirement, Asset Allocation, Retirement Plan..., Qualified Retirement..., Roth IRA, Simple IRA, SEP IRA, Traditional IRA, IRAs, RMDS, Long Term Care Insurance, Guaranteed Lifetime..., Social Security, Medicare, Financial Services, College Savings Plans, Estate Planning, Alternative Investments, Mutual Funds, Personal Financial..., Permanent Life Insurance, Term Life Insurance, Irrevocable Life..., Portfolio Management, Portfolio Assessment, Investment Portfolio, Investments, Investment Strategies, ETFs, Investment Advisory, Options Strategies, Wealth Management..., Wealth Accumulation, Wealth Accumulation..., Wealth Management, Wealth Preservation..., Value Investing, Personal Finance, Capital Markets, Financial Markets, Certified Financial...
Education
James Madison University
BBA, Finance, Economics
Wake Forest University
Stephan Dettmar Stephan Dettmar's LPL Financial Experience September 2013 - December 2013
Job Assistant Vice President, Technology Project Management at LPL Finanical
Industry Information Technology and Services
Experience
LPL Financial September 2013 - December 2013
Technisource July 2012 - September 2013
LPL Financial July 2012 - September 2013
Consultant, Homemaker, & Tutor June 2011 - July 2012
Deutsche Boerse Systems Inc. January 2009 - May 2011
Deutsche Boerse Systems Inc. January 2009 - May 2011
Deutsche Boerse Systems Inc January 2007 - May 2011
Deutsche Boerse Systems Inc. January 2003 - May 2011
Deutsche Boerse Systems Inc June 2001 - January 2007
Skills
Microsoft Office, Mac, PC, SAP, Project Coordination, Building Relationships, Relationship Development, Client Relationship..., Business Relationship..., Partner Relationships, Partner Relationship..., Relationship Cultivation, Key Account Management, Technical Management, Telecommunications, Telecommunications..., Customer Relations, Word, PowerPoint, Excel, Outlook, Access, Lotus Notes, MS Project, Project Implementation, Customer Service, Visio, SAP BW, English, Languages, Foreign Languages, German, French, Coordination, Windows, Spanish, SAP Portal, Project Planning, Microsoft Excel, Phi Beta Kappa, CRM, Microsoft Word, Business Analysis, Infrastructure, Cross-functional Team..., Vendor Management, IT Management, Troubleshooting, Project Management, Process Improvement
Education
Hope College 1999 — 2000
Bachelor of Arts, 2000; English and French
Main-Taunus-Schule, Hofheim, Germany 1987 — 1990
Abitur (diploma from German secondary school qualifying for university admission), French, English
Holland High School, Holland, MI 1986 — 1987
High School Diploma
Johannes Gutenberg-Universität Mainz / University of Mainz
English, French
LPL Financial September 2013 - December 2013
Technisource July 2012 - September 2013
LPL Financial July 2012 - September 2013
Consultant, Homemaker, & Tutor June 2011 - July 2012
Deutsche Boerse Systems Inc. January 2009 - May 2011
Deutsche Boerse Systems Inc. January 2009 - May 2011
Deutsche Boerse Systems Inc January 2007 - May 2011
Deutsche Boerse Systems Inc. January 2003 - May 2011
Deutsche Boerse Systems Inc June 2001 - January 2007
Skills
Microsoft Office, Mac, PC, SAP, Project Coordination, Building Relationships, Relationship Development, Client Relationship..., Business Relationship..., Partner Relationships, Partner Relationship..., Relationship Cultivation, Key Account Management, Technical Management, Telecommunications, Telecommunications..., Customer Relations, Word, PowerPoint, Excel, Outlook, Access, Lotus Notes, MS Project, Project Implementation, Customer Service, Visio, SAP BW, English, Languages, Foreign Languages, German, French, Coordination, Windows, Spanish, SAP Portal, Project Planning, Microsoft Excel, Phi Beta Kappa, CRM, Microsoft Word, Business Analysis, Infrastructure, Cross-functional Team..., Vendor Management, IT Management, Troubleshooting, Project Management, Process Improvement
Education
Hope College 1999 — 2000
Bachelor of Arts, 2000; English and French
Main-Taunus-Schule, Hofheim, Germany 1987 — 1990
Abitur (diploma from German secondary school qualifying for university admission), French, English
Holland High School, Holland, MI 1986 — 1987
High School Diploma
Johannes Gutenberg-Universität Mainz / University of Mainz
English, French
Ronn Heath Ronn Heath's LPL Financial Experience March 2011 - Present
Job Registered Representative at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2011 - Present
Lake Advisory Grp August 2005 - March 2011
Eastman Kodak, Medical Imaging January 2002 - December 2004
Cemax Icon June 1999 - December 2000
Acuson, Mountain View CA January 1988 - June 1999
Thompson CGR, Columbia, MD January 1986 - December 1987
Skills
Certifed in Long-Term...
Education
Holy Names University 1995 — 1997
BA, Business Administration
LPL Financial March 2011 - Present
Lake Advisory Grp August 2005 - March 2011
Eastman Kodak, Medical Imaging January 2002 - December 2004
Cemax Icon June 1999 - December 2000
Acuson, Mountain View CA January 1988 - June 1999
Thompson CGR, Columbia, MD January 1986 - December 1987
Skills
Certifed in Long-Term...
Education
Holy Names University 1995 — 1997
BA, Business Administration
Craig McSherry Craig McSherry's LPL Financial Experience June 2014 - Present
Job Sr. Analyst Procurement and Enterprise Performance at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2014 - Present
Lowe's June 2012 - June 2014
Lowe's February 2011 - June 2012
NouvEON July 2010 - February 2011
DecisionPoint International June 2009 - July 2010
Habitat for Humanity International July 2008 - April 2009
Ryan Homes April 2007 - February 2008
Ryan Homes June 2006 - April 2007
Skills
Strategic Planning, Process Improvement, Business Analysis, Project Management, Data Analysis, Negotiation, Vendor Management, Business Process..., PeopleSoft, Program Management, Marketing, Leadership, Analysis, Microsoft Excel, SDLC, Customer Service, Human Resources, Change Management, Sales, Management, Microsoft Office
Education
Winthrop University 2008 — 2010
MBA, International Business
James Madison University 2002 — 2006
BBA, Finance
LPL Financial June 2014 - Present
Lowe's June 2012 - June 2014
Lowe's February 2011 - June 2012
NouvEON July 2010 - February 2011
DecisionPoint International June 2009 - July 2010
Habitat for Humanity International July 2008 - April 2009
Ryan Homes April 2007 - February 2008
Ryan Homes June 2006 - April 2007
Skills
Strategic Planning, Process Improvement, Business Analysis, Project Management, Data Analysis, Negotiation, Vendor Management, Business Process..., PeopleSoft, Program Management, Marketing, Leadership, Analysis, Microsoft Excel, SDLC, Customer Service, Human Resources, Change Management, Sales, Management, Microsoft Office
Education
Winthrop University 2008 — 2010
MBA, International Business
James Madison University 2002 — 2006
BBA, Finance
Matthew Jahn CLU, ChFC, CLTC Matthew Jahn CLU, ChFC, CLTC's LPL Financial Experience September 2010 - October 2012
Job Life and LTC Product Manager
Industry Insurance
Experience
John Hancock Financial Services October 2015 - Present
American Family Insurance October 2014 - October 2015
OJM Group April 2013 - October 2014
LPL Financial September 2010 - October 2012
Kansas City Life 2007 - 2010
Royal Neighbors of America 2007 - 2008
TIAA-Cref 2005 - 2007
Columbus Life Insurance Company 2004 - 2005
ING 2002 - 2004
Indiana Farm Bureau Insurance 1998 - 2002
Skills
Retirement, Retirement Planning, Insurance, Fixed Annuities, Life Insurance, Product Development, Sales Management, Marketing, Long-term Care, Term Life Insurance, Variable Annuities, Long Term Care Insurance, Strategic Financial..., Disability Insurance, Sales, Financial Services
Education
Lakeland College 2015 — 2016
Bachelor of Arts (B.A.), Accounting
The American College 2014 — 2015
ChFC
The American College 2010 — 2012
CLU
Indiana University-Purdue University at Indianapolis 1996 — 2001
Bachelors, Math
Corporation for Long Term Care
CLTC
John Hancock Financial Services October 2015 - Present
American Family Insurance October 2014 - October 2015
OJM Group April 2013 - October 2014
LPL Financial September 2010 - October 2012
Kansas City Life 2007 - 2010
Royal Neighbors of America 2007 - 2008
TIAA-Cref 2005 - 2007
Columbus Life Insurance Company 2004 - 2005
ING 2002 - 2004
Indiana Farm Bureau Insurance 1998 - 2002
Skills
Retirement, Retirement Planning, Insurance, Fixed Annuities, Life Insurance, Product Development, Sales Management, Marketing, Long-term Care, Term Life Insurance, Variable Annuities, Long Term Care Insurance, Strategic Financial..., Disability Insurance, Sales, Financial Services
Education
Lakeland College 2015 — 2016
Bachelor of Arts (B.A.), Accounting
The American College 2014 — 2015
ChFC
The American College 2010 — 2012
CLU
Indiana University-Purdue University at Indianapolis 1996 — 2001
Bachelors, Math
Corporation for Long Term Care
CLTC
Rick Meiss's LPL Financial Experience July 2011 - April 2015
Job President at Meiss Wealth Management
Industry Financial Services
Experience
Meiss Wealth Management July 2011 - Present
LPL Financial July 2011 - April 2015
Edward Jones - San Diego, CA June 2006 - July 2011
XO Communications - San Diego, CA April 2003 - March 2006
Qwest Communications - San Francisco, SF Bay Area, Silicon Valley February 1999 - January 2003
Skills
Retirement Planning, Investments, Mutual Funds, 401k, Securities, Life Insurance, Series 7, IRAs, ETFs, Money Management, Municipal Bonds, Sales, Stocks, Tax-advantaged..., Portfolio Management, Fixed Annuities
Education
Indiana University Bloomington
B.S. Business Marketing., Finance, Accounting, Management
Meiss Wealth Management July 2011 - Present
LPL Financial July 2011 - April 2015
Edward Jones - San Diego, CA June 2006 - July 2011
XO Communications - San Diego, CA April 2003 - March 2006
Qwest Communications - San Francisco, SF Bay Area, Silicon Valley February 1999 - January 2003
Skills
Retirement Planning, Investments, Mutual Funds, 401k, Securities, Life Insurance, Series 7, IRAs, ETFs, Money Management, Municipal Bonds, Sales, Stocks, Tax-advantaged..., Portfolio Management, Fixed Annuities
Education
Indiana University Bloomington
B.S. Business Marketing., Finance, Accounting, Management
Lauren Bush Lauren Bush's LPL Financial Experience February 2011 - February 2012
Job Patient Information Coordinator at UnitedHealth
Industry Hospital & Health Care
Experience
UnitedHealth Group October 2014 - Present
LPL Financial February 2011 - February 2012
Spada Media September 2010 - December 2010
Spada Media September 2010 - December 2010
Marketing Co-Op September 2008 - September 2010
Skills
Marketing, Marketing Strategy, Marketing Communications, Advertising, Social Media, Social Media Marketing, Social Skills, Organization &..., Communication Skills, Exceptional People..., Team-oriented, Sales, World Class Customer..., Blogging, Training
Education
Johnson and Wales University 2008 — 2010
Bachelor's, Advertising and Marketing Communications
Johnson and Wales University 2008 — 2010
Bachelor of Science, Advertising and Marketing Communications
CCRI Lincoln 2005 — 2007
Associates Degree, Business
UnitedHealth Group October 2014 - Present
LPL Financial February 2011 - February 2012
Spada Media September 2010 - December 2010
Spada Media September 2010 - December 2010
Marketing Co-Op September 2008 - September 2010
Skills
Marketing, Marketing Strategy, Marketing Communications, Advertising, Social Media, Social Media Marketing, Social Skills, Organization &..., Communication Skills, Exceptional People..., Team-oriented, Sales, World Class Customer..., Blogging, Training
Education
Johnson and Wales University 2008 — 2010
Bachelor's, Advertising and Marketing Communications
Johnson and Wales University 2008 — 2010
Bachelor of Science, Advertising and Marketing Communications
CCRI Lincoln 2005 — 2007
Associates Degree, Business
Bernard Long Bernard Long's LPL Financial Experience December 2010 - April 2012
Job Financial Advisor at The Legend Group
Industry Financial Services
Experience
The Legend Group April 2012 - Present
LPL Financial December 2010 - April 2012
JW Gant 1990 - 1992
JW Gant 1990 - 1992
JW Gant 1990 - 1992
Skills
Human Resources, Benefits Administration, Employee Relations, Employee Management, Employee Training, Qualified Retirement..., Investment Advisory, Retirement Planning, 401k Rollovers, Asset Allocation, 401k, Financial Advisory, Series 7, Estate Planning, FINRA, Securities, Variable Annuities, Fixed Annuities, Mutual Funds, Wealth Accumulation, Medicare Advantage, Medicare Part D
Education
Howard Community College
The Legend Group April 2012 - Present
LPL Financial December 2010 - April 2012
JW Gant 1990 - 1992
JW Gant 1990 - 1992
JW Gant 1990 - 1992
Skills
Human Resources, Benefits Administration, Employee Relations, Employee Management, Employee Training, Qualified Retirement..., Investment Advisory, Retirement Planning, 401k Rollovers, Asset Allocation, 401k, Financial Advisory, Series 7, Estate Planning, FINRA, Securities, Variable Annuities, Fixed Annuities, Mutual Funds, Wealth Accumulation, Medicare Advantage, Medicare Part D
Education
Howard Community College
Richard Whitworth, AIF® Richard Whitworth, AIF®'s LPL Financial Experience September 2009 - June 2010
Job Managing Director Business Consulting at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group March 2015 - Present
First Allied Securities March 2013 - March 2015
TD Ameritrade Institutional June 2010 - March 2013
LPL Financial September 2009 - June 2010
LPL Financial June 2006 - September 2007
LPL Financial June 2004 - June 2006
LPL Financial March 2003 - June 2004
MARCAP Vendor Finance August 2002 - March 2003
Morgan Stanley March 2000 - May 2001
IBES International June 1999 - March 2000
Education
IE Business School 2007 — 2008
International MBA, International MBA
University of Delaware 1994 — 1998
BS, Finance
The Peddie School 1990 — 1994
Chapin School
Cetera Financial Group March 2015 - Present
First Allied Securities March 2013 - March 2015
TD Ameritrade Institutional June 2010 - March 2013
LPL Financial September 2009 - June 2010
LPL Financial June 2006 - September 2007
LPL Financial June 2004 - June 2006
LPL Financial March 2003 - June 2004
MARCAP Vendor Finance August 2002 - March 2003
Morgan Stanley March 2000 - May 2001
IBES International June 1999 - March 2000
Education
IE Business School 2007 — 2008
International MBA, International MBA
University of Delaware 1994 — 1998
BS, Finance
The Peddie School 1990 — 1994
Chapin School
Nate Reusser MBA, CFP® Nate Reusser MBA, CFP®'s LPL Financial Experience June 2004 - Present
Job Director of Operations and Portfolio Management at Retirement Legacy Group
Industry Financial Services
Experience
Retirement Legacy Group June 2004 - Present
LPL Financial June 2004 - Present
Phoenix Life Insurance Company January 2003 - June 2004
WS Griffith Securities January 2003 - June 2004
Skills
Retirement Planning, Alternative Investments, Personal Financial..., Certified Financial..., Investment Portfolio, Investment Advisory...
Education
Northwood University - Richard DeVos Graduate School of Management 2009 — 2011
Master of Business Administration (MBA)
Huntington College 1999 — 2002
Bachelor of Science (B.S.), Business/Managerial Economics
Retirement Legacy Group June 2004 - Present
LPL Financial June 2004 - Present
Phoenix Life Insurance Company January 2003 - June 2004
WS Griffith Securities January 2003 - June 2004
Skills
Retirement Planning, Alternative Investments, Personal Financial..., Certified Financial..., Investment Portfolio, Investment Advisory...
Education
Northwood University - Richard DeVos Graduate School of Management 2009 — 2011
Master of Business Administration (MBA)
Huntington College 1999 — 2002
Bachelor of Science (B.S.), Business/Managerial Economics
James Budzyn's LPL Financial Experience 2005 - 2009
Job President at Capital Wealth Partners Inc
Industry Investment Management
Experience
Capital Wealth Partners Inc. April 2009 - Present
LPL Financial 2005 - 2009
MetLife 1990 - 2004
Skills
Investments, Strategic Financial..., Estate Planning, Insurance, Sales, Wealth Accumulation, Personal Finance, Wealth Management, Mutual Funds, Series 7, Asset Allocation, Retirement Planning, Asset Management, Alternative Investments, Succession Planning, Life Insurance, Long Term Care Insurance, Disability Insurance, Securities, Financial Advisory, Investment Strategies, Wealth, Management
Education
Indiana University Bloomington 1986 — 1990
Bachelor's degree, Economics
Naperville Central HS 1983 — 1986
Capital Wealth Partners Inc. April 2009 - Present
LPL Financial 2005 - 2009
MetLife 1990 - 2004
Skills
Investments, Strategic Financial..., Estate Planning, Insurance, Sales, Wealth Accumulation, Personal Finance, Wealth Management, Mutual Funds, Series 7, Asset Allocation, Retirement Planning, Asset Management, Alternative Investments, Succession Planning, Life Insurance, Long Term Care Insurance, Disability Insurance, Securities, Financial Advisory, Investment Strategies, Wealth, Management
Education
Indiana University Bloomington 1986 — 1990
Bachelor's degree, Economics
Naperville Central HS 1983 — 1986
La Donna Gaines's LPL Financial Experience October 2010 - December 2010
Job Consultant at RGP, Inc.
Industry Management Consulting
Experience
RGP May 2015 - Present
CBIZ January 2014 - April 2015
ServiceNow - The Enterprise IT Cloud Company April 2013 - January 2014
Vericrest Financial, Inc. April 2011 - April 2013
LPL Financial October 2010 - December 2010
Keihin North America, Inc July 2007 - April 2010
Crowe Horwath LLP February 2005 - June 2007
Anthem, Inc. September 1997 - January 2005
Skills
Internal Audit, Auditing, Sarbanes-Oxley, Internal Controls, Risk Management, Risk Assessment, Financial Analysis, Financial Services, Enterprise Risk..., Analysis, SOX 404, Financial Risk, Mortgage Servicing, Operational Risk..., Operational Control, Segregation of Duties, Financial Audits, Regulatory Audits, Metrics, Forecasting, Internal Investigations, Complaint Investigations, Performance Engineering, Manufacturing, Agriculture, Real Estate, Public Sector, Private Sector, Customer Service, Royalties, Drafting Policies, Financial Policies &..., Not for Profit, IT Audit, J-SOX, Glovia, LPS, SharePoint, Compliance, Entity Level Controls, Corporate Re-Structuring, Policies & Procedures, Fiserv, Workday, SAP, SOX Implementation, COSO 2013, Oracle, PeopleSoft, EOne
Education
Indiana State University 1992 — 1996
Bachelor of Arts (B.A.)
RGP May 2015 - Present
CBIZ January 2014 - April 2015
ServiceNow - The Enterprise IT Cloud Company April 2013 - January 2014
Vericrest Financial, Inc. April 2011 - April 2013
LPL Financial October 2010 - December 2010
Keihin North America, Inc July 2007 - April 2010
Crowe Horwath LLP February 2005 - June 2007
Anthem, Inc. September 1997 - January 2005
Skills
Internal Audit, Auditing, Sarbanes-Oxley, Internal Controls, Risk Management, Risk Assessment, Financial Analysis, Financial Services, Enterprise Risk..., Analysis, SOX 404, Financial Risk, Mortgage Servicing, Operational Risk..., Operational Control, Segregation of Duties, Financial Audits, Regulatory Audits, Metrics, Forecasting, Internal Investigations, Complaint Investigations, Performance Engineering, Manufacturing, Agriculture, Real Estate, Public Sector, Private Sector, Customer Service, Royalties, Drafting Policies, Financial Policies &..., Not for Profit, IT Audit, J-SOX, Glovia, LPS, SharePoint, Compliance, Entity Level Controls, Corporate Re-Structuring, Policies & Procedures, Fiserv, Workday, SAP, SOX Implementation, COSO 2013, Oracle, PeopleSoft, EOne
Education
Indiana State University 1992 — 1996
Bachelor of Arts (B.A.)
Mark Geraci Jr.'s LPL Financial Experience July 2010 - Present
Job Financial Advisor with LPL Financial
Industry Financial Services
Experience
LPL Financial July 2010 - Present
Money Concepts May 2007 - July 2010
American Family Insurance April 2004 - May 2007
Skills
Estate Planning, Retirement Planning, College Savings Plans, Tax-advantaged..., Debt Management, Cash Flow, Investments, Retirement, Mutual Funds, Finance, Series 7, Strategy, Wealth Management, Securities, Asset Management, Insurance, Financial Services, Financial Advisory, Fixed Annuities
Education
Illinois State University 2001 — 2003
Bachelor of Science (B.S.), Entrepreneurship/Entrepreneurial Studies
McHenry County College 1998 — 2001
Associate of Science (A.S.), General Studies
LPL Financial July 2010 - Present
Money Concepts May 2007 - July 2010
American Family Insurance April 2004 - May 2007
Skills
Estate Planning, Retirement Planning, College Savings Plans, Tax-advantaged..., Debt Management, Cash Flow, Investments, Retirement, Mutual Funds, Finance, Series 7, Strategy, Wealth Management, Securities, Asset Management, Insurance, Financial Services, Financial Advisory, Fixed Annuities
Education
Illinois State University 2001 — 2003
Bachelor of Science (B.S.), Entrepreneurship/Entrepreneurial Studies
McHenry County College 1998 — 2001
Associate of Science (A.S.), General Studies
Jeffrey M. Stark, CFP®'s LPL Financial Experience September 2009 - Present
Job Retirement Planning Specialist
Industry Investment Management
Experience
LPL Financial September 2009 - Present
Associated Securities Corp. January 1985 - September 2009
Skills
Retirement Planning
Education
Indiana University - Kelley School of Business 1969 — 1972
MBA, Management
Muskingum University 1965 — 1969
BA, German
University of Munich 1967 — 1968
German
LPL Financial September 2009 - Present
Associated Securities Corp. January 1985 - September 2009
Skills
Retirement Planning
Education
Indiana University - Kelley School of Business 1969 — 1972
MBA, Management
Muskingum University 1965 — 1969
BA, German
University of Munich 1967 — 1968
German
Conor Miller's LPL Financial Experience June 2015 - Present
Job LPL Financial Sales Consultant
Industry Financial Services
Experience
LPL Financial June 2015 - Present
Morgan Stanley Wealth Management May 2014 - March 2015
Realty Capital Securities October 2013 - April 2014
Destra Capital Investments June 2013 - October 2013
MetLife July 2001 - November 2012
MetLife July 2001 - April 2010
Skills
Series 7, Series 63, Series 65, Life & Health Insurance..., Public Speaking
Education
Hobart and William Smith Colleges 1997 — 2001
Bachelor of Arts (B.A.), History
The Haverford School 1993 — 1997
The Episcopal High School 1994 — 1996
LPL Financial June 2015 - Present
Morgan Stanley Wealth Management May 2014 - March 2015
Realty Capital Securities October 2013 - April 2014
Destra Capital Investments June 2013 - October 2013
MetLife July 2001 - November 2012
MetLife July 2001 - April 2010
Skills
Series 7, Series 63, Series 65, Life & Health Insurance..., Public Speaking
Education
Hobart and William Smith Colleges 1997 — 2001
Bachelor of Arts (B.A.), History
The Haverford School 1993 — 1997
The Episcopal High School 1994 — 1996
Tony D. Allen, MBA's LPL Financial Experience March 2013 - August 2014
Job Financial Advisor
Industry Investment Management
Experience
PNC Investments August 2014 - Present
LPL Financial March 2013 - August 2014
Wells Fargo Advisors, LLC 2011 - March 2013
Genesee & Wyoming Inc. 2005 - 2010
United States Army 2001 - 2005
Education
University of Illinois Springfield 2009 — 2011
Master of Business Administration (MBA)
United States Army 2001 — 2005
Illinois State University 1998 — 1999
Bachelor's degree
Illinois Central College 1994 — 1997
Associate's degree
PNC Investments August 2014 - Present
LPL Financial March 2013 - August 2014
Wells Fargo Advisors, LLC 2011 - March 2013
Genesee & Wyoming Inc. 2005 - 2010
United States Army 2001 - 2005
Education
University of Illinois Springfield 2009 — 2011
Master of Business Administration (MBA)
United States Army 2001 — 2005
Illinois State University 1998 — 1999
Bachelor's degree
Illinois Central College 1994 — 1997
Associate's degree
Christine Scorza Christine Scorza's LPL Financial Experience April 2004 - September 2008
Job
Industry Information Technology and Services
Experience
Norima Consulting Inc September 2010 - January 2015
ICW Group October 2008 - September 2010
LPL Financial April 2004 - September 2008
UBS September 2001 - March 2004
Skills
Project Management, SDLC, Business Analysis, Business Process..., Software Project..., CRM, Requirements Analysis, Software Development, Risk Management, Microsoft SQL Server, Business Intelligence, Business Process Design, Team Leadership, Enterprise Architecture, Agile Methodologies, Systems Analysis, Process Improvement, .NET, Analysis, Vendor Management, Business Development, Cloud Computing, Visio, Quality Assurance, Scrum, Requirements Gathering, Change Management, MS Project, PMP, PMO, Business Process, Integration
Education
James Madison University 1997 — 2001
BS, Computer Science
Norima Consulting Inc September 2010 - January 2015
ICW Group October 2008 - September 2010
LPL Financial April 2004 - September 2008
UBS September 2001 - March 2004
Skills
Project Management, SDLC, Business Analysis, Business Process..., Software Project..., CRM, Requirements Analysis, Software Development, Risk Management, Microsoft SQL Server, Business Intelligence, Business Process Design, Team Leadership, Enterprise Architecture, Agile Methodologies, Systems Analysis, Process Improvement, .NET, Analysis, Vendor Management, Business Development, Cloud Computing, Visio, Quality Assurance, Scrum, Requirements Gathering, Change Management, MS Project, PMP, PMO, Business Process, Integration
Education
James Madison University 1997 — 2001
BS, Computer Science
Shannon Hannon Financial Advisor's LPL Financial Experience October 2004 - Present
Job Matching your resources to your goals and lifestyle
Industry Financial Services
Experience
LPL Financial October 2004 - Present
Womens Caring Program 2005 - 2011
Fiscal Securities June 2002 - October 2004
First Affiliated Securities September 1984 - October 1990
Skills
Strategic Financial..., Financial Advisory, Securities, Wealth, Personal Finance, Management, Retirement Planning, Estate Planning, Asset Allocation, Asset Managment, Wealth Management, Retirement, Investment Advisory, Asset Management
Education
Indiana University Bloomington 1979 — 1984
B.S., Marketing
LPL Financial October 2004 - Present
Womens Caring Program 2005 - 2011
Fiscal Securities June 2002 - October 2004
First Affiliated Securities September 1984 - October 1990
Skills
Strategic Financial..., Financial Advisory, Securities, Wealth, Personal Finance, Management, Retirement Planning, Estate Planning, Asset Allocation, Asset Managment, Wealth Management, Retirement, Investment Advisory, Asset Management
Education
Indiana University Bloomington 1979 — 1984
B.S., Marketing
Nancy Phillips Nancy Phillips's LPL Financial Experience January 2007 - July 2007
Job Accountant at Rady Children's HospitalSan Diego
Industry Government Relations
Experience
Rady Children's Hospital-San Diego July 2015 - Present
Vanguard Resources Company December 2014 - July 2015
SAIC May 2011 - May 2014
Indus Technology July 2007 - November 2010
LPL Financial January 2007 - July 2007
J. Transportation Group September 2006 - January 2007
Brookfield Homes July 2005 - 2007
Prudential California Realty May 2004 - July 2005
Capital One Auto Finance January 2000 - May 2004
PeopleFirst Finance January 2000 - May 2004
Skills
Outlook, Sharepoint, ERP, ADP Payroll, Oracle Applications, Star, COBRA, Microsoft Office, Account Reconciliation, Financial Analysis, Account Management, Oracle Financials, Microsoft Excel, QuickBooks, Visio, DoD, Proposal Writing, Government Contracting, Contract Management, Finance, Managerial Finance, Accounting, Process Improvement, Auditing, Real Estate, Real Estate Transactions, Sales, Customer Service, Budgets, Management, Strategic Planning
Education
Indiana Wesleyan University 2014 — 2015
Master of Science (MS), Accounting, GPA 3.9
San Diego State University-California State University 1997 — 2000
Bachelor of Science (B.S.), Economics
San Diego State University-California State University 2009 — 2010
Certificate, Contract Management
San Diego Mesa College 1995 — 1997
Associate of Arts, Liberal Studies
Rady Children's Hospital-San Diego July 2015 - Present
Vanguard Resources Company December 2014 - July 2015
SAIC May 2011 - May 2014
Indus Technology July 2007 - November 2010
LPL Financial January 2007 - July 2007
J. Transportation Group September 2006 - January 2007
Brookfield Homes July 2005 - 2007
Prudential California Realty May 2004 - July 2005
Capital One Auto Finance January 2000 - May 2004
PeopleFirst Finance January 2000 - May 2004
Skills
Outlook, Sharepoint, ERP, ADP Payroll, Oracle Applications, Star, COBRA, Microsoft Office, Account Reconciliation, Financial Analysis, Account Management, Oracle Financials, Microsoft Excel, QuickBooks, Visio, DoD, Proposal Writing, Government Contracting, Contract Management, Finance, Managerial Finance, Accounting, Process Improvement, Auditing, Real Estate, Real Estate Transactions, Sales, Customer Service, Budgets, Management, Strategic Planning
Education
Indiana Wesleyan University 2014 — 2015
Master of Science (MS), Accounting, GPA 3.9
San Diego State University-California State University 1997 — 2000
Bachelor of Science (B.S.), Economics
San Diego State University-California State University 2009 — 2010
Certificate, Contract Management
San Diego Mesa College 1995 — 1997
Associate of Arts, Liberal Studies
Rebecca DeNisco Rebecca DeNisco's LPL Financial Experience June 2014 - September 2014
Job Business Development at Merganser Capital Management
Industry Financial Services
Experience
Merganser Capital Management June 2015 - Present
Ibis Capital (US) October 2014 - April 2015
LPL Financial June 2014 - September 2014
State Street September 2012 - May 2014
Barton Associates Inc. July 2013 - August 2013
Boston Harbor Cruises May 2009 - July 2013
Morgan Stanley 2010 - 2010
Skills
Microsoft Excel, Customer Service, Financial Analysis, Time Management, Microsoft Office, Investments, Public Speaking, Teamwork, Management, CRM, Salesforce.com, LexisNexis, Leadership, PowerPoint, Sales, Budgets, Outlook, SharePoint
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance - Alternative Investments, Financial Analyst
Lynnfield High School
Merganser Capital Management June 2015 - Present
Ibis Capital (US) October 2014 - April 2015
LPL Financial June 2014 - September 2014
State Street September 2012 - May 2014
Barton Associates Inc. July 2013 - August 2013
Boston Harbor Cruises May 2009 - July 2013
Morgan Stanley 2010 - 2010
Skills
Microsoft Excel, Customer Service, Financial Analysis, Time Management, Microsoft Office, Investments, Public Speaking, Teamwork, Management, CRM, Salesforce.com, LexisNexis, Leadership, PowerPoint, Sales, Budgets, Outlook, SharePoint
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance - Alternative Investments, Financial Analyst
Lynnfield High School
Darrin Hines II's LPL Financial Experience June 2014 - Present
Job Data Analytics Auditor at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2014 - Present
Skills
Data Analysis, Process Improvement, SQL, IT Audit, Sarbanes-Oxley Act, Management, Business Analysis, Financial Analysis, Analysis, Internal Audit, Access, Finance, Financial Modeling, SAP R/3, SAP, SAS, Sarbanes-Oxley, SAS programming, Learn New Software..., Testing, Data Analytics, Process Analysis, Creative Problem Solving, Programming, Audit Command Language, HTML, Code Review, Tableau, ETL Tools, Data Cleaning, SAS Programming, SAS Base
Education
Indiana University - Kelley School of Business 2011 — 2014
MBA
Purdue University 2004 — 2008
B.S.
LPL Financial June 2014 - Present
Skills
Data Analysis, Process Improvement, SQL, IT Audit, Sarbanes-Oxley Act, Management, Business Analysis, Financial Analysis, Analysis, Internal Audit, Access, Finance, Financial Modeling, SAP R/3, SAP, SAS, Sarbanes-Oxley, SAS programming, Learn New Software..., Testing, Data Analytics, Process Analysis, Creative Problem Solving, Programming, Audit Command Language, HTML, Code Review, Tableau, ETL Tools, Data Cleaning, SAS Programming, SAS Base
Education
Indiana University - Kelley School of Business 2011 — 2014
MBA
Purdue University 2004 — 2008
B.S.
Bryeanne Summers, MFA's LPL Financial Experience July 2012 - October 2012
Job Art Director at AIG
Industry Financial Services
Experience
AIG September 2013 - Present
Summers Design Lab March 2013 - Present
The Creative Group September 2011 - August 2013
Elum Designs, Inc February 2013 - March 2013
LPL Financial July 2012 - October 2012
Rolette LLC August 2002 - September 2012
Salk Institute for Biological Studies March 2012 - April 2012
Carling Communications November 2011 - February 2012
Lambesis 2012 - 2012
Co-Merge Workplace October 2011 - December 2011
Skills
Graphic Design, Layout, Corporate Identity, Art Direction, Creative Direction, Production, Marketing Materials, Publications, Packaging, Brochures, Adobe Creative Suite, Logo Design, Illustrator, Dreamweaver, Adobe Acrobat, InDesign, Typography, Web Design, Flash, Posters, Photoshop, QuarkXPress, Illustration, Mac, Advertising, Print Production, Catalogs, Pre-press, Business Cards, Retouching, Direct Mail, Brand Development, CSS, After Effects, Newsletters, Email Marketing, PowerPoint, Mac OS X, Flyers, Branding & Identity, Marketing, Photography, Image Manipulation, Copywriting, Art, Visual Communication, Banners, Collateral, Interaction Design, Corporate Branding
Education
Indiana University Bloomington 2005 — 2009
Masters of Fine Arts, Graphic Design
University of Illinois at Chicago 1997 — 2002
Bachelors of Fine Arts, Graphic Design
AIG September 2013 - Present
Summers Design Lab March 2013 - Present
The Creative Group September 2011 - August 2013
Elum Designs, Inc February 2013 - March 2013
LPL Financial July 2012 - October 2012
Rolette LLC August 2002 - September 2012
Salk Institute for Biological Studies March 2012 - April 2012
Carling Communications November 2011 - February 2012
Lambesis 2012 - 2012
Co-Merge Workplace October 2011 - December 2011
Skills
Graphic Design, Layout, Corporate Identity, Art Direction, Creative Direction, Production, Marketing Materials, Publications, Packaging, Brochures, Adobe Creative Suite, Logo Design, Illustrator, Dreamweaver, Adobe Acrobat, InDesign, Typography, Web Design, Flash, Posters, Photoshop, QuarkXPress, Illustration, Mac, Advertising, Print Production, Catalogs, Pre-press, Business Cards, Retouching, Direct Mail, Brand Development, CSS, After Effects, Newsletters, Email Marketing, PowerPoint, Mac OS X, Flyers, Branding & Identity, Marketing, Photography, Image Manipulation, Copywriting, Art, Visual Communication, Banners, Collateral, Interaction Design, Corporate Branding
Education
Indiana University Bloomington 2005 — 2009
Masters of Fine Arts, Graphic Design
University of Illinois at Chicago 1997 — 2002
Bachelors of Fine Arts, Graphic Design
Angelo Crandall Angelo Crandall's LPL Financial Experience October 2014 - January 2015
Job IT Support Specialist
Industry Computer Networking
Experience
RGIS June 2013 - April 2015
Great Lakes Petroleum January 2015 - March 2015
LPL Financial October 2014 - January 2015
Family Dollar April 2014 - October 2014
Helemano Military Reservation Gym July 2012 - February 2013
US Army October 2009 - February 2013
Skills
Troubleshooting, Windows OS, Networking, Network Administration, Microsoft Exchange, Microsoft Office, Active Directory, Mobile Devices, Technical Support, Help Desk Support, Customer Service, Software Installation, Cisco Routers, Cisco Call Manager, Cisco Networking, satellite transmissions, Radio Transmissions, Fiber Optic Networks, Network Security, Inventory Management, Computer Hardware, Hardware, Optical Fiber, Security, Switches, Cisco VoIP, RF troubleshooting, Supervisory Skills, Power Distribution
Education
ITT Technical Institute-Charlotte North 2013 — 2014
Associate's Degree, Network and System Administration/Administrator
RGIS June 2013 - April 2015
Great Lakes Petroleum January 2015 - March 2015
LPL Financial October 2014 - January 2015
Family Dollar April 2014 - October 2014
Helemano Military Reservation Gym July 2012 - February 2013
US Army October 2009 - February 2013
Skills
Troubleshooting, Windows OS, Networking, Network Administration, Microsoft Exchange, Microsoft Office, Active Directory, Mobile Devices, Technical Support, Help Desk Support, Customer Service, Software Installation, Cisco Routers, Cisco Call Manager, Cisco Networking, satellite transmissions, Radio Transmissions, Fiber Optic Networks, Network Security, Inventory Management, Computer Hardware, Hardware, Optical Fiber, Security, Switches, Cisco VoIP, RF troubleshooting, Supervisory Skills, Power Distribution
Education
ITT Technical Institute-Charlotte North 2013 — 2014
Associate's Degree, Network and System Administration/Administrator
Laura Shively Laura Shively's LPL Financial Experience 2002 - 2004
Job Medical Transcriptionist Independent Contractor
Industry Hospital & Health Care
Experience
Independent Contractor 2005 - Present
LPL Financial 2002 - 2004
Wells Fargo 1994 - 2002
Angola State Bank 1979 - 1994
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Leadership, Medical Terminology, Management, Customer Service, Event Management, HIPAA, Training, Healthcare, Research, WinScribe, EMR, Healthcare Information..., Medical Records
Education
Ivy Tech Community College-Northeast 2005 — 2006
Associate's Degree, Medical Transcription
Indiana University—Purdue University Fort Wayne 1991 — 1994
Interior Design
Prairie Heights
Independent Contractor 2005 - Present
LPL Financial 2002 - 2004
Wells Fargo 1994 - 2002
Angola State Bank 1979 - 1994
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Leadership, Medical Terminology, Management, Customer Service, Event Management, HIPAA, Training, Healthcare, Research, WinScribe, EMR, Healthcare Information..., Medical Records
Education
Ivy Tech Community College-Northeast 2005 — 2006
Associate's Degree, Medical Transcription
Indiana University—Purdue University Fort Wayne 1991 — 1994
Interior Design
Prairie Heights
Randall Blaine Auker's LPL Financial Experience December 2013 - July 2014
Job President/Owner at Auker Advisors Consulting
Industry Investment Management
Experience
Auker Investments July 2014 - Present
Personal Investor Plan June 2013 - Present
Auker Investments July 2014 - Present
Auker Advisors Consulting January 2014 - September 2015
LPL Financial December 2013 - July 2014
Auker Investments 2014 - 2014
Robert W. Baird & Co. February 2008 - May 2011
RBC Dain Rauscher Inc. April 1994 - February 2008
Kemper Securities January 1988 - April 1994
Blunt Ellis and Loewi & Co. August 1977 - January 1988
Skills
Wealth Management..., Wealth, Small Business, Marketing, Investments, Management, Entrepreneurship, Strategic Financial..., Equities, Team Building, Direct Sales, Finance, Loans, Sales, Coaching, Insurance, Investment Advisory, Wealth Management, Financial Analysis, Estate Planning, Asset Allocation, Investment Strategies, Business Planning, Leadership, Retirement Planning, Securities, Financial Planning, Strategic Planning, Public Speaking, Training, New Business Development, Customer Service, Budgets, Portfolio Management, Sales Management, Banking, Strategy, Financial Services, Event Planning, Risk Management, Asset Management, Social Media, Retirement, Social Media Marketing, Consulting, Social Networking, Business Development
Education
Illinois Wesleyan University 1968 — 1972
Bachlors of Arts, Economics, Accounting, Marketing, Business Administration, Religeons., Grades - ?
Illinois Wesleyan University 1968 — 1972
Bachelor of Arts (B.A.) Economics, Economics and Busines Administration.
Illinois Wesleyan University 1968 — 1972
Bachelor of Arts (B.A.), Economics
Auker Investments July 2014 - Present
Personal Investor Plan June 2013 - Present
Auker Investments July 2014 - Present
Auker Advisors Consulting January 2014 - September 2015
LPL Financial December 2013 - July 2014
Auker Investments 2014 - 2014
Robert W. Baird & Co. February 2008 - May 2011
RBC Dain Rauscher Inc. April 1994 - February 2008
Kemper Securities January 1988 - April 1994
Blunt Ellis and Loewi & Co. August 1977 - January 1988
Skills
Wealth Management..., Wealth, Small Business, Marketing, Investments, Management, Entrepreneurship, Strategic Financial..., Equities, Team Building, Direct Sales, Finance, Loans, Sales, Coaching, Insurance, Investment Advisory, Wealth Management, Financial Analysis, Estate Planning, Asset Allocation, Investment Strategies, Business Planning, Leadership, Retirement Planning, Securities, Financial Planning, Strategic Planning, Public Speaking, Training, New Business Development, Customer Service, Budgets, Portfolio Management, Sales Management, Banking, Strategy, Financial Services, Event Planning, Risk Management, Asset Management, Social Media, Retirement, Social Media Marketing, Consulting, Social Networking, Business Development
Education
Illinois Wesleyan University 1968 — 1972
Bachlors of Arts, Economics, Accounting, Marketing, Business Administration, Religeons., Grades - ?
Illinois Wesleyan University 1968 — 1972
Bachelor of Arts (B.A.) Economics, Economics and Busines Administration.
Illinois Wesleyan University 1968 — 1972
Bachelor of Arts (B.A.), Economics
Stephen Germain Stephen Germain's LPL Financial Experience July 2011 - June 2015
Job IT Security Specialist, Compliance Programs
Industry Computer & Network Security
Experience
The Walt Disney Company September 2015 - Present
The Institute of Internal Auditors Inc. December 2014 - Present
SMCI June 2015 - September 2015
LPL Financial July 2011 - June 2015
The Institute of Internal Auditors Inc. June 2013 - June 2014
Intuit August 2010 - May 2011
Yahoo! September 2007 - April 2010
IIA - San Fernando Valley Chapter August 2006 - August 2009
Countrywide Financial July 2005 - August 2007
Various contracts April 2004 - June 2005
Skills
IT Audit, Enterprise Risk..., Information Security, Sarbanes-Oxley Act, Risk Management, Information Technology, COSO, Disaster Recovery, Internal Controls, Risk Assessment, Auditing, Security, Network Security, IT security, Security Audits, Computer Security, R, Tableau, QlikView, Python, OpenRefine, Consulting, Internal Audit, Finance, Business Process, Process Improvement, SharePoint
Education
University of California, San Diego 2015 — 2016
Coursera Specialization
University of Washington
Coursera - specialization
The Johns Hopkins University 2014 — 2015
Certificate
Université de Montréal - HEC Montréal 1999 — 2002
MBA
Université Laval 1990 — 1993
Bachelors
The Walt Disney Company September 2015 - Present
The Institute of Internal Auditors Inc. December 2014 - Present
SMCI June 2015 - September 2015
LPL Financial July 2011 - June 2015
The Institute of Internal Auditors Inc. June 2013 - June 2014
Intuit August 2010 - May 2011
Yahoo! September 2007 - April 2010
IIA - San Fernando Valley Chapter August 2006 - August 2009
Countrywide Financial July 2005 - August 2007
Various contracts April 2004 - June 2005
Skills
IT Audit, Enterprise Risk..., Information Security, Sarbanes-Oxley Act, Risk Management, Information Technology, COSO, Disaster Recovery, Internal Controls, Risk Assessment, Auditing, Security, Network Security, IT security, Security Audits, Computer Security, R, Tableau, QlikView, Python, OpenRefine, Consulting, Internal Audit, Finance, Business Process, Process Improvement, SharePoint
Education
University of California, San Diego 2015 — 2016
Coursera Specialization
University of Washington
Coursera - specialization
The Johns Hopkins University 2014 — 2015
Certificate
Université de Montréal - HEC Montréal 1999 — 2002
MBA
Université Laval 1990 — 1993
Bachelors
Dylan Whitehead Dylan Whitehead's LPL Financial Experience May 2012 - October 2014
Job Governance, Risk, & Compliance Analyst at LPL Finanical
Industry Financial Services
Experience
LPL Finanical October 2014 - Present
LPL Financial May 2012 - October 2014
LPL Finanical November 2008 - May 2012
LPL Financial August 2007 - November 2008
IBM July 2004 - August 2007
Wachovia July 1999 - November 2002
Skills
Visio, Banking, Business Analysis, Process Improvement, Financial Services, Technical Support, Software Installation, Testing, Quality Assurance, System Administration, IT Operations, XP, Data Center, Operating Systems, Integration, Troubleshooting, Hardware, Windows, Program Management, Networking, Requirements Analysis, Access, Software Documentation, Training, Databases, Computer Hardware, Information Technology, IT Management, Call Centers, Vendor Management
Education
Johnson C. Smith University - JCSU 1997 — 2002
Bachelor's of Science, Computer Engineering
LPL Finanical October 2014 - Present
LPL Financial May 2012 - October 2014
LPL Finanical November 2008 - May 2012
LPL Financial August 2007 - November 2008
IBM July 2004 - August 2007
Wachovia July 1999 - November 2002
Skills
Visio, Banking, Business Analysis, Process Improvement, Financial Services, Technical Support, Software Installation, Testing, Quality Assurance, System Administration, IT Operations, XP, Data Center, Operating Systems, Integration, Troubleshooting, Hardware, Windows, Program Management, Networking, Requirements Analysis, Access, Software Documentation, Training, Databases, Computer Hardware, Information Technology, IT Management, Call Centers, Vendor Management
Education
Johnson C. Smith University - JCSU 1997 — 2002
Bachelor's of Science, Computer Engineering
Lexi Short Lexi Short's LPL Financial Experience May 2013 - Present
Job Regional Director at LPL Financial
Industry Financial Services
Experience
LPL Financial May 2013 - Present
MetLife Investors - Income & Protection Solutions Group October 2012 - May 2013
Principal Financial Group November 2008 - August 2012
UPP Entertainment Marketing January 2008 - May 2008
Skills
Marketing, Social Media, Account Management, Insurance, Social Media Marketing, Event Management, Business Development, Customer Service, Advertising, Finance, Leadership, Management, Marketing Communications, Marketing Strategy, New Business Development, Retirement Planning, Investments, Sales, Social Networking, Strategic Planning, Team Building, Sales Management, Event Planning, Integrated Marketing, Public Speaking
Education
Iowa State University 2003 — 2007
Journalism/Mass Communications, Advertising with an emphasis in Marketing
LPL Financial May 2013 - Present
MetLife Investors - Income & Protection Solutions Group October 2012 - May 2013
Principal Financial Group November 2008 - August 2012
UPP Entertainment Marketing January 2008 - May 2008
Skills
Marketing, Social Media, Account Management, Insurance, Social Media Marketing, Event Management, Business Development, Customer Service, Advertising, Finance, Leadership, Management, Marketing Communications, Marketing Strategy, New Business Development, Retirement Planning, Investments, Sales, Social Networking, Strategic Planning, Team Building, Sales Management, Event Planning, Integrated Marketing, Public Speaking
Education
Iowa State University 2003 — 2007
Journalism/Mass Communications, Advertising with an emphasis in Marketing
Carolyn Jayne's LPL Financial Experience September 2015 - Present
Job Vice President, Associate Counsel at LPL Financial
Industry Financial Services
Experience
LPL Financial September 2015 - Present
K&L Gates November 2005 - September 2015
Winston & Strawn LLP 2002 - 2005
Education
Indiana University Maurer School of Law 1999 — 2002
Doctor of Law (J.D.)
Indiana University Bloomington
Bachelor of Arts (B.A.)
LPL Financial September 2015 - Present
K&L Gates November 2005 - September 2015
Winston & Strawn LLP 2002 - 2005
Education
Indiana University Maurer School of Law 1999 — 2002
Doctor of Law (J.D.)
Indiana University Bloomington
Bachelor of Arts (B.A.)
Brent Braaksma Brent Braaksma's LPL Financial Experience November 2012 - Present
Job Financial Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial November 2012 - Present
Edward Jones Investments October 2008 - November 2012
Hilliard Lyons June 2008 - October 2008
Fifth Third Securities November 2001 - May 2008
Skills
Retirement Planning, Uniform Combined State..., Series 7, 401k Rollovers, Saving for Education, Wealth Management, IRAs, Retirement, College Savings Plans, Investment Advisory, Wealth Accumulation, Fixed Annuities
Education
Iowa State University 1998 — 2001
Bachelor of Science (B.S.), Agricultural Business, Economics - second major
Northwest Iowa Community College 1997 — 1998
LPL Financial November 2012 - Present
Edward Jones Investments October 2008 - November 2012
Hilliard Lyons June 2008 - October 2008
Fifth Third Securities November 2001 - May 2008
Skills
Retirement Planning, Uniform Combined State..., Series 7, 401k Rollovers, Saving for Education, Wealth Management, IRAs, Retirement, College Savings Plans, Investment Advisory, Wealth Accumulation, Fixed Annuities
Education
Iowa State University 1998 — 2001
Bachelor of Science (B.S.), Agricultural Business, Economics - second major
Northwest Iowa Community College 1997 — 1998
Bhalchandra Madhekar's LPL Financial Experience December 2012 - July 2013
Job Director of engineering at CyberFlow Analytics
Industry Computer Software
Experience
CyberFlow Analytics July 2013 - Present
LPL Financial December 2012 - July 2013
Monitise Americas, Inc. 2010 - 2012
ICW Group February 2007 - 2010
BEA Systems 2003 - September 2007
Onyx Software 2000 - 2003
TIBCO Software 1998 - 2000
Intersolv 1996 - 1997
JP Morgan Chase 1994 - 1996
Crompton Greaves 1989 - 1993
Skills
E-commerce, B2B, Retail, Telecommunications..., Finance, Insurance, CRM, Mobile Devices, SOA, Web Services, Unix, Leadership, Integration, Cloud Computing, Architecture, Enterprise Software, Oracle, SDLC, Team Leadership, Technical Sales..., ETL, Microsoft SQL Server, Management, Telecommunications, ERP, Business Process, Enterprise Architecture, Networking, Agile Methodologies, Solution Architecture, Software Project..., TCP/IP, Architectures, Neo4j, Cassandra, CAMEL, SpringSource, Big Data, SaaS, Software Development, Solaris, Agile Project Management, Vendor Management
Education
Indian Institute of Technology, Kharagpur 1986 — 1989
M.Tech
Tata institute of fundamental Research 1984 — 1986
MS
Pune University
Master of Science (MS) applied physics
CyberFlow Analytics July 2013 - Present
LPL Financial December 2012 - July 2013
Monitise Americas, Inc. 2010 - 2012
ICW Group February 2007 - 2010
BEA Systems 2003 - September 2007
Onyx Software 2000 - 2003
TIBCO Software 1998 - 2000
Intersolv 1996 - 1997
JP Morgan Chase 1994 - 1996
Crompton Greaves 1989 - 1993
Skills
E-commerce, B2B, Retail, Telecommunications..., Finance, Insurance, CRM, Mobile Devices, SOA, Web Services, Unix, Leadership, Integration, Cloud Computing, Architecture, Enterprise Software, Oracle, SDLC, Team Leadership, Technical Sales..., ETL, Microsoft SQL Server, Management, Telecommunications, ERP, Business Process, Enterprise Architecture, Networking, Agile Methodologies, Solution Architecture, Software Project..., TCP/IP, Architectures, Neo4j, Cassandra, CAMEL, SpringSource, Big Data, SaaS, Software Development, Solaris, Agile Project Management, Vendor Management
Education
Indian Institute of Technology, Kharagpur 1986 — 1989
M.Tech
Tata institute of fundamental Research 1984 — 1986
MS
Pune University
Master of Science (MS) applied physics
Sarah Schiavoni Sullivan CFP®'s LPL Financial Experience July 2010 - Present
Job Vice President, Business Consulting, LPL Financial
Industry Financial Services
Experience
LPL Financial July 2010 - Present
Seascape Capital Management February 2008 - July 2009
Natixis Global Associates January 2007 - February 2008
Natixis Global Associates April 2005 - January 2007
Eaton Vance Distributors April 2002 - April 2005
Morgan Stanley June 2000 - April 2002
Skills
Series 7, Business Development, Investment Strategies, Mutual Funds, Retirement, Series 63, Financial Advisory, Financial Services, Series 6, Finance, Portfolio Management
Education
University of Massachusetts at Amherst - Isenberg School of Management
Bachelors, Finance, Spanish
Universidad de Sevilla
Business Program
LPL Financial July 2010 - Present
Seascape Capital Management February 2008 - July 2009
Natixis Global Associates January 2007 - February 2008
Natixis Global Associates April 2005 - January 2007
Eaton Vance Distributors April 2002 - April 2005
Morgan Stanley June 2000 - April 2002
Skills
Series 7, Business Development, Investment Strategies, Mutual Funds, Retirement, Series 63, Financial Advisory, Financial Services, Series 6, Finance, Portfolio Management
Education
University of Massachusetts at Amherst - Isenberg School of Management
Bachelors, Finance, Spanish
Universidad de Sevilla
Business Program
Joshua Stoltzfus Joshua Stoltzfus's LPL Financial Experience August 2010 - Present
Job Director of Finance at Pacific Pulmonary Services
Industry Financial Services
Experience
Pacific Pulmonary Services July 2015 - Present
Pacific Pulmonary Services January 2015 - Present
LPL Financial August 2010 - Present
LPL Financial March 2008 - August 2010
Babcock and Brown Electronics LLC September 2006 - March 2008
Skills
Financial Analysis, Mergers and Acquisitions, Budgets, Business Integration, Financial Modeling, Finance, Investments, mergers and acquisitions, Accounting, Financial Services, Management, Mergers, Process Improvement, Strategy, Financial Reporting
Education
James Madison University 1995 — 1999
Accounting Information Systems, Accounting and Finance
Pacific Pulmonary Services July 2015 - Present
Pacific Pulmonary Services January 2015 - Present
LPL Financial August 2010 - Present
LPL Financial March 2008 - August 2010
Babcock and Brown Electronics LLC September 2006 - March 2008
Skills
Financial Analysis, Mergers and Acquisitions, Budgets, Business Integration, Financial Modeling, Finance, Investments, mergers and acquisitions, Accounting, Financial Services, Management, Mergers, Process Improvement, Strategy, Financial Reporting
Education
James Madison University 1995 — 1999
Accounting Information Systems, Accounting and Finance
Kavalinder Randhawa, PMP, MBA's LPL Financial Experience June 2010 - October 2010
Job Ariba Architect with Global Delivery Expertise
Industry Management Consulting
Experience
Teva Pharmaceuticals October 2013 - February 2014
Resources Global Professionals February 2013 - September 2013
Universidad Empresarial Siglo 21 December 2012 - February 2013
Williams-Sonoma, Inc. May 2012 - December 2012
VMware February 2011 - April 2012
Tyco Fire & Security June 2009 - February 2011
LPL Financial June 2010 - October 2010
Chevron, Global downstream procurement: San Ramon May 2007 - April 2009
IBM Applications on Demand December 2005 - February 2007
TPI, Inc September 2004 - August 2005
Skills
Program Management, Africa, Business Process..., Latin America, Outsourcing, Cross-functional Team..., ERP, Business Analysis, IT Strategy, Integration, Business Intelligence, Enterprise Software, Strategy, Marketing, Change Management, Business Process, Start-ups, Process Improvement, Negotiation, Team Building
Education
Jawaharlal Nehru University
Bachelors
Dr. C.V. Raman University
MBA
Teva Pharmaceuticals October 2013 - February 2014
Resources Global Professionals February 2013 - September 2013
Universidad Empresarial Siglo 21 December 2012 - February 2013
Williams-Sonoma, Inc. May 2012 - December 2012
VMware February 2011 - April 2012
Tyco Fire & Security June 2009 - February 2011
LPL Financial June 2010 - October 2010
Chevron, Global downstream procurement: San Ramon May 2007 - April 2009
IBM Applications on Demand December 2005 - February 2007
TPI, Inc September 2004 - August 2005
Skills
Program Management, Africa, Business Process..., Latin America, Outsourcing, Cross-functional Team..., ERP, Business Analysis, IT Strategy, Integration, Business Intelligence, Enterprise Software, Strategy, Marketing, Change Management, Business Process, Start-ups, Process Improvement, Negotiation, Team Building
Education
Jawaharlal Nehru University
Bachelors
Dr. C.V. Raman University
MBA
Cory Sousa's LPL Financial Experience February 2011 - Present
Job Senior Corporate Recruiter at LPL Financial
Industry Staffing and Recruiting
Experience
LPL Financial February 2011 - Present
Adecco Engineering & Technical December 2009 - February 2011
Concorde Career Colleges, Inc. June 2009 - December 2009
Aerotek March 2005 - December 2008
Kimco Technology Group October 2004 - March 2005
Skills
Interviewing, Sourcing, Technical Recruiting, Recruitment/Retention, Employee Relations, Social Networking, Certified Social..., Professional Staffing, Talent Acquisition, Applicant Tracking..., Screening, Screening Resumes, Resume Writing, Internet Recruiting, Human Resources, Recruiting, Negotiation, Interviews, Temporary Placement, Staffing Services, College Recruiting, Onboarding, Talent Management, Job Fairs, Benefits Negotiation, Management, Program Management, Marketing, Contract Recruitment, Career Development, Business Development, Networking, Job Descriptions, Temporary Staffing, Corporate Recruiting, Behavioral Interviewing, Cold Calling, Executive Search, iCIMS, BrassRing, Kenexa, Hiring, New Hire Orientations, Workforce Planning, Employee Benefits
Education
Human Capital Institute
Certified Talent Acquisition Strategist (TAS), Talent Acquisition/Recruitment
AIRS (Advanced Internet Recruitment Strategies)
Certified Social Sourcing Recruiter (CSSR), Talent Acquisition/Recruitment
Hope International University 2000 — 2004
Bachelor of Arts (B.A.), Psychology
LPL Financial February 2011 - Present
Adecco Engineering & Technical December 2009 - February 2011
Concorde Career Colleges, Inc. June 2009 - December 2009
Aerotek March 2005 - December 2008
Kimco Technology Group October 2004 - March 2005
Skills
Interviewing, Sourcing, Technical Recruiting, Recruitment/Retention, Employee Relations, Social Networking, Certified Social..., Professional Staffing, Talent Acquisition, Applicant Tracking..., Screening, Screening Resumes, Resume Writing, Internet Recruiting, Human Resources, Recruiting, Negotiation, Interviews, Temporary Placement, Staffing Services, College Recruiting, Onboarding, Talent Management, Job Fairs, Benefits Negotiation, Management, Program Management, Marketing, Contract Recruitment, Career Development, Business Development, Networking, Job Descriptions, Temporary Staffing, Corporate Recruiting, Behavioral Interviewing, Cold Calling, Executive Search, iCIMS, BrassRing, Kenexa, Hiring, New Hire Orientations, Workforce Planning, Employee Benefits
Education
Human Capital Institute
Certified Talent Acquisition Strategist (TAS), Talent Acquisition/Recruitment
AIRS (Advanced Internet Recruitment Strategies)
Certified Social Sourcing Recruiter (CSSR), Talent Acquisition/Recruitment
Hope International University 2000 — 2004
Bachelor of Arts (B.A.), Psychology
James Herbert Hunt,IV CIMC,CLTC,CFS James Herbert Hunt,IV CIMC,CLTC,CFS's LPL Financial Experience March 2011 - Present
Job Wealth Management Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2011 - Present
LPL Financial March 2011 - Present
Northwestern Mutual October 2001 - March 2011
Education
Howard University 1973 — 1977
BA, Political Science
Howard University 1973 — 1977
LPL Financial March 2011 - Present
LPL Financial March 2011 - Present
Northwestern Mutual October 2001 - March 2011
Education
Howard University 1973 — 1977
BA, Political Science
Howard University 1973 — 1977
Michael Bellis, CFP®, CLU Michael Bellis, CFP®, CLU's LPL Financial Experience August 2009 - Present
Job Certified Financial Planner™ at LPL Financial
Industry Financial Services
Experience
LPL Financial August 2009 - Present
Waterstone Financial Group October 2003 - August 2009
Allmerica Financial July 1994 - October 2003
Skills
Retirement Planning, Investments, Financial Services, Finance, Asset Allocation, Financial Planning, Securities, 401k, Life Insurance, Uniform Combined State..., Insurance, Risk Management, Small Business, Financial Planners, Disability Insurance, Mutual Funds, FINRA, Employee Benefits, Wealth Management, Strategic Financial..., Portfolio Management, Personal Finance, Equities, Fixed Annuities, Term Life Insurance, Estate Planning, Investment Strategies, Variable Annuities, Strategic Planning, High Net Worth..., Asset Management, Series 7, Series 65, Retirement, Insurance Planning (..., 401k & Retirement Plan..., IRA Rollovers, Financial Goals, Education Funding, Multi-generational...
Education
Certified Financial Planner Board of Standards
Certified Financial Planner™
The American College 1996 — 2000
Chartered Life Underwriter
Illinois State University 1990 — 1994
Bachelor of Science (B.S.), Business/Marketing
Naperville Central High School 1987 — 1990
LPL Financial August 2009 - Present
Waterstone Financial Group October 2003 - August 2009
Allmerica Financial July 1994 - October 2003
Skills
Retirement Planning, Investments, Financial Services, Finance, Asset Allocation, Financial Planning, Securities, 401k, Life Insurance, Uniform Combined State..., Insurance, Risk Management, Small Business, Financial Planners, Disability Insurance, Mutual Funds, FINRA, Employee Benefits, Wealth Management, Strategic Financial..., Portfolio Management, Personal Finance, Equities, Fixed Annuities, Term Life Insurance, Estate Planning, Investment Strategies, Variable Annuities, Strategic Planning, High Net Worth..., Asset Management, Series 7, Series 65, Retirement, Insurance Planning (..., 401k & Retirement Plan..., IRA Rollovers, Financial Goals, Education Funding, Multi-generational...
Education
Certified Financial Planner Board of Standards
Certified Financial Planner™
The American College 1996 — 2000
Chartered Life Underwriter
Illinois State University 1990 — 1994
Bachelor of Science (B.S.), Business/Marketing
Naperville Central High School 1987 — 1990
Christian Phillips Christian Phillips's LPL Financial Experience July 2003 - Present
Job Registered Principal at LPL Financial
Industry Financial Services
Experience
LPL Financial July 2003 - Present
Waddell & Reed January 1988 - July 2003
Skills
Retirement Transitioning, Income Planning, Wealth Management, Strategic Financial..., Retirement Planning, Series 7, Series 6, Series 22, Series 24, Series 63, Series 65, Estate Planning, Financial Risk..., Investment Advice, Asset Protection, Disability Insurance, Retirement, Life Insurance, Long Term Care Insurance, Long Term Care..., Equity Indexed Annuities, Indexed Annuities, Fixed Annuities, Variable Annuities, REIT, College Education..., 401k, Mutual Funds, Asset Allocation, Securities, Alternative Investments, Insurance, Finance, Investments, Investment Advisory, FINRA, Financial Services
Education
Harvard University 1982 — 1983
Masters, Public Administration
Texas A&M University
Masters, Science, Economics
Tarleton State University 1964 — 1968
B.S., Science, Math, Chemistry
LPL Financial July 2003 - Present
Waddell & Reed January 1988 - July 2003
Skills
Retirement Transitioning, Income Planning, Wealth Management, Strategic Financial..., Retirement Planning, Series 7, Series 6, Series 22, Series 24, Series 63, Series 65, Estate Planning, Financial Risk..., Investment Advice, Asset Protection, Disability Insurance, Retirement, Life Insurance, Long Term Care Insurance, Long Term Care..., Equity Indexed Annuities, Indexed Annuities, Fixed Annuities, Variable Annuities, REIT, College Education..., 401k, Mutual Funds, Asset Allocation, Securities, Alternative Investments, Insurance, Finance, Investments, Investment Advisory, FINRA, Financial Services
Education
Harvard University 1982 — 1983
Masters, Public Administration
Texas A&M University
Masters, Science, Economics
Tarleton State University 1964 — 1968
B.S., Science, Math, Chemistry
Chris Haas's LPL Financial Experience January 2012 - March 2013
Job Senior Software Engineer Express at ServiceNow – The Enterprise Cloud Company
Industry Information Technology and Services
Experience
ServiceNow – The Enterprise Cloud Company June 2015 - Present
Inforward January 2011 - Present
Fairway Technologies February 2015 - June 2015
First Allied Securities, Inc. June 2013 - February 2015
Redwood Logistics (formerly TSE) August 2013 - February 2014
NestWise January 2013 - May 2013
LPL Financial January 2012 - March 2013
LPL Financial November 2005 - November 2011
Aon Hewitt December 2001 - November 2005
Skills
WCF, AngularJS, Bootstrap, .NET, Web Services, SOA, C#, Entity Framework, Microsoft SQL Server, Agile Methodologies, Web Applications, SQL, JavaScript, Software Development, SDLC, Web Development, Databases, ASP.NET MVC, Enterprise Architecture, ASP.NET, jQuery, HTML 5, E-commerce, Scrum, CRM, Product Management, Web Design, Visual Studio, T-SQL, AJAX, CSS, Project Management, Database Design, TFS, Oracle, Entrepreneurial Skills, Multi-threaded..., Financial Software..., Git
Education
Indiana University - Kelley School of Business 1998 — 2001
Bachelor of Science, Business, Computer Information Systems
ServiceNow – The Enterprise Cloud Company June 2015 - Present
Inforward January 2011 - Present
Fairway Technologies February 2015 - June 2015
First Allied Securities, Inc. June 2013 - February 2015
Redwood Logistics (formerly TSE) August 2013 - February 2014
NestWise January 2013 - May 2013
LPL Financial January 2012 - March 2013
LPL Financial November 2005 - November 2011
Aon Hewitt December 2001 - November 2005
Skills
WCF, AngularJS, Bootstrap, .NET, Web Services, SOA, C#, Entity Framework, Microsoft SQL Server, Agile Methodologies, Web Applications, SQL, JavaScript, Software Development, SDLC, Web Development, Databases, ASP.NET MVC, Enterprise Architecture, ASP.NET, jQuery, HTML 5, E-commerce, Scrum, CRM, Product Management, Web Design, Visual Studio, T-SQL, AJAX, CSS, Project Management, Database Design, TFS, Oracle, Entrepreneurial Skills, Multi-threaded..., Financial Software..., Git
Education
Indiana University - Kelley School of Business 1998 — 2001
Bachelor of Science, Business, Computer Information Systems
Monica Stygar's LPL Financial Experience August 2010 - February 2012
Job Global Project and IT Management
Industry Financial Services
Experience
Norima Consulting Inc March 2012 - Present
OneRoof Energy, Inc. March 2012 - Present
LPL Financial August 2010 - February 2012
Brandes Investment Partners May 2008 - August 2010
LPL Financial October 2007 - May 2008
Abbott Vascular July 2007 - October 2007
CLC Home Loans 2005 - 2007
College Loan Corporation 2005 - 2007
Prescription Solutions August 2002 - October 2005
Accenture 1998 - 2000
Skills
Program Management, Process Improvement, Negotiation, Budgeting, Analysis, Planning, Business Systems, Strategic Planning, Customer Relations, Vendor Management, Problem Solving, Product Development, Forecasting, Coordination, Cross-functional Team..., Team Leadership, Six Sigma, Cost, PMO, Business Analysis
Education
James Madison University 1988 — 1992
BS, Interdisciplinary
Park View 1985 — 1988
Norima Consulting Inc March 2012 - Present
OneRoof Energy, Inc. March 2012 - Present
LPL Financial August 2010 - February 2012
Brandes Investment Partners May 2008 - August 2010
LPL Financial October 2007 - May 2008
Abbott Vascular July 2007 - October 2007
CLC Home Loans 2005 - 2007
College Loan Corporation 2005 - 2007
Prescription Solutions August 2002 - October 2005
Accenture 1998 - 2000
Skills
Program Management, Process Improvement, Negotiation, Budgeting, Analysis, Planning, Business Systems, Strategic Planning, Customer Relations, Vendor Management, Problem Solving, Product Development, Forecasting, Coordination, Cross-functional Team..., Team Leadership, Six Sigma, Cost, PMO, Business Analysis
Education
James Madison University 1988 — 1992
BS, Interdisciplinary
Park View 1985 — 1988
Jesse Blehinger's LPL Financial Experience 2011 - 2012
Job Deconversion Manager at The Standard
Industry Insurance
Experience
The Standard June 2015 - Present
The Standard 2013 - Present
LPL Financial 2011 - 2012
LPL Financial 2011 - 2012
Robert W. Baird & Co. 2009 - 2010
Wells Fargo Advisors 2004 - 2009
UBS 1999 - 2004
Skills
Financial Services, Mutual Funds, Management, Project Management, Analysis, Finance, Insurance, Process Improvement, Employee Benefits, Leadership
Education
Illinois State University 1996 — 1998
The Standard June 2015 - Present
The Standard 2013 - Present
LPL Financial 2011 - 2012
LPL Financial 2011 - 2012
Robert W. Baird & Co. 2009 - 2010
Wells Fargo Advisors 2004 - 2009
UBS 1999 - 2004
Skills
Financial Services, Mutual Funds, Management, Project Management, Analysis, Finance, Insurance, Process Improvement, Employee Benefits, Leadership
Education
Illinois State University 1996 — 1998
Sean Kesler's LPL Financial Experience May 2012 - Present
Job Senior Program Manager at LPL Financial
Industry Information Technology and Services
Experience
LPL Financial May 2012 - Present
Ironworks Consulting November 2005 - May 2012
BearingPoint March 1998 - November 2005
Skills
Enterprise Content..., DoD, PMO, PMP, Program Management, SharePoint, Business Analysis, Web Project Management, IT Strategy, SDLC, Agile, Agile Methodologies, Leadership, Project Management, Management, Integration, Enterprise Architecture, Business Process...
Education
James Madison University 1990 — 1994
Bachelor of Arts (B.A.)
LPL Financial May 2012 - Present
Ironworks Consulting November 2005 - May 2012
BearingPoint March 1998 - November 2005
Skills
Enterprise Content..., DoD, PMO, PMP, Program Management, SharePoint, Business Analysis, Web Project Management, IT Strategy, SDLC, Agile, Agile Methodologies, Leadership, Project Management, Management, Integration, Enterprise Architecture, Business Process...
Education
James Madison University 1990 — 1994
Bachelor of Arts (B.A.)
Aaron Case's LPL Financial Experience November 2014 - Present
Job Manager Home Office Supervision at LPL Financial
Industry Financial Services
Experience
LPL Financial November 2014 - Present
discovery place childcare 2009 - Present
LPL March 2008 - November 2014
LPL FIS March 2007 - March 2008
Smith Barney March 2005 - March 2007
Domestiks Inc June 1999 - March 2005
Skills
Securities, Mutual Funds, Investment Advisory, Alternative Investments, Compliance, Training, Equities, Analysis, Financial Risk, Fixed Annuities, Financial Advisory, Series 24, FINRA, Investments, Series 63, Series 7
Education
Husson College 2005 — 2006
MBA, Business
University of New England 1999 — 2003
B.S., Business Management
LPL Financial November 2014 - Present
discovery place childcare 2009 - Present
LPL March 2008 - November 2014
LPL FIS March 2007 - March 2008
Smith Barney March 2005 - March 2007
Domestiks Inc June 1999 - March 2005
Skills
Securities, Mutual Funds, Investment Advisory, Alternative Investments, Compliance, Training, Equities, Analysis, Financial Risk, Fixed Annuities, Financial Advisory, Series 24, FINRA, Investments, Series 63, Series 7
Education
Husson College 2005 — 2006
MBA, Business
University of New England 1999 — 2003
B.S., Business Management
Jody Cadman's LPL Financial Experience 1999 - 1999
Job IT Professional
Industry Information Technology and Services
Experience
Chane & Eble September 2007 - July 2008
J&V Investment August 2005 - August 2006
ABN AMRO June 2003 - July 2005
Ocwen Technology January 2003 - June 2003
Walter Industries, Inc March 2000 - November 2002
Linsco Private Ledger February 1999 - July 1999
Chans Co., LLC January 1998 - January 1999
LPL Financial 1999 - 1999
Education
Hodges University
Masters, Information Systems
International College/Hodges University
Bachelors
Pasco-Hernando State College
Associates
Chane & Eble September 2007 - July 2008
J&V Investment August 2005 - August 2006
ABN AMRO June 2003 - July 2005
Ocwen Technology January 2003 - June 2003
Walter Industries, Inc March 2000 - November 2002
Linsco Private Ledger February 1999 - July 1999
Chans Co., LLC January 1998 - January 1999
LPL Financial 1999 - 1999
Education
Hodges University
Masters, Information Systems
International College/Hodges University
Bachelors
Pasco-Hernando State College
Associates
Courtney (Courtney Butterworth) Frazier's LPL Financial Experience January 2015 - Present
Job Senior Analyst, Research Communications at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2015 - Present
Tapestry Networks April 2012 - January 2015
The District Management Council March 2011 - April 2012
Affiliated Managers Group June 2007 - March 2011
Mullen June 2006 - September 2006
Skills
Microsoft Office, Event Management, Marketing Communications, Salesforce.com, CRM, InDesign, Event Planning, Social Media, PowerPoint, Marketing, Facebook, Advertising, Microsoft Excel, Social Media Marketing, Email Marketing, Digital Marketing, Public Relations, Google Analytics, Social Networking, Online Advertising, Project Management, Research, Press Releases, Non-profits, Management, Sponsorship, Marketing Strategy, Integrated Marketing
Education
University of Massachusetts at Amherst - Isenberg School of Management 2003 — 2007
BBA, Marketing, Minor Studies in Economics
Ipswich High School
Universidad Pablo de Olavide
LPL Financial January 2015 - Present
Tapestry Networks April 2012 - January 2015
The District Management Council March 2011 - April 2012
Affiliated Managers Group June 2007 - March 2011
Mullen June 2006 - September 2006
Skills
Microsoft Office, Event Management, Marketing Communications, Salesforce.com, CRM, InDesign, Event Planning, Social Media, PowerPoint, Marketing, Facebook, Advertising, Microsoft Excel, Social Media Marketing, Email Marketing, Digital Marketing, Public Relations, Google Analytics, Social Networking, Online Advertising, Project Management, Research, Press Releases, Non-profits, Management, Sponsorship, Marketing Strategy, Integrated Marketing
Education
University of Massachusetts at Amherst - Isenberg School of Management 2003 — 2007
BBA, Marketing, Minor Studies in Economics
Ipswich High School
Universidad Pablo de Olavide
Hamza Syed's LPL Financial Experience 2010 - 2012
Job Chief Technology Officer PlanMember Services Corporation
Industry Financial Services
Experience
PlanMember Services Corporation 2012 - Present
LPL Financial 2010 - 2012
LPL Financial 2008 - 2010
LPL Financial 2005 - 2008
Qualcomm 1999 - 2005
Skills
Financial Services, Securities, Vendor Management, CRM, Portfolio Management, SDLC, Series 7, Equities, Business Intelligence, Management, Program Management, Trading Systems, SOA, Leadership, Wealth Management, Web Applications, Web Services, Project Management, Databases, Executive Management, Asset Management, Investments, Investment Advisory, E-commerce, ERP, Mobile Applications, Service Oriented..., Series 24, Oracle Financial, PeopleSoft, Business Process..., Oracle Applications, Data Modeling, Big Data Analytics, Cloud Computing, SaaS
Education
Indian Institute of Technology, Kharagpur
PlanMember Services Corporation 2012 - Present
LPL Financial 2010 - 2012
LPL Financial 2008 - 2010
LPL Financial 2005 - 2008
Qualcomm 1999 - 2005
Skills
Financial Services, Securities, Vendor Management, CRM, Portfolio Management, SDLC, Series 7, Equities, Business Intelligence, Management, Program Management, Trading Systems, SOA, Leadership, Wealth Management, Web Applications, Web Services, Project Management, Databases, Executive Management, Asset Management, Investments, Investment Advisory, E-commerce, ERP, Mobile Applications, Service Oriented..., Series 24, Oracle Financial, PeopleSoft, Business Process..., Oracle Applications, Data Modeling, Big Data Analytics, Cloud Computing, SaaS
Education
Indian Institute of Technology, Kharagpur
Gary Sieburg's LPL Financial Experience December 2006 - Present
Job President at COVENANT Retirements Strategies, Inc.
Industry Financial Services
Experience
LPL Financial December 2006 - Present
COVENANT Retirements Strategies, Inc. December 2006 - Present
Education
Northern Illinois University 1979 — 1980
Illinois State University
Bachelor of Science (B.S.), Psychology
LPL Financial December 2006 - Present
COVENANT Retirements Strategies, Inc. December 2006 - Present
Education
Northern Illinois University 1979 — 1980
Illinois State University
Bachelor of Science (B.S.), Psychology
Gary Carrai's LPL Financial Experience June 2015 - Present
Job Senior Vice President, HNW Solutions at LPL Financial and CoFounder of Fortigent
Industry Investment Management
Experience
LPL Financial June 2015 - Present
Fortigent, LLC January 2004 - June 2015
Lydian Wealth Management April 1999 - January 2004
Investment Company Institute April 1997 - April 1999
NASDAQ November 1992 - April 1997
Skills
Mutual Funds, Finance, Alternative Investments, Investment Advisory, Asset Allocation
Education
Indiana University of Pennsylvania 1986 — 1990
BS, Finance
Valley High School 1982 — 1986
LPL Financial June 2015 - Present
Fortigent, LLC January 2004 - June 2015
Lydian Wealth Management April 1999 - January 2004
Investment Company Institute April 1997 - April 1999
NASDAQ November 1992 - April 1997
Skills
Mutual Funds, Finance, Alternative Investments, Investment Advisory, Asset Allocation
Education
Indiana University of Pennsylvania 1986 — 1990
BS, Finance
Valley High School 1982 — 1986
Omar Cunningham's LPL Financial Experience September 2015 - Present
Job IT/Networking
Industry Information Technology and Services
Experience
LPL Financial September 2015 - Present
American City Business Journals April 2007 - May 2015
Skills
Social Media, Marketing Strategy, Social Media Marketing, Marketing, Social Networking, Sales, Strategic Planning, Event Planning, Team Building, Leadership, Information Technology, Event Management, Customer Service, Public Speaking, Public Relations, Advertising, Microsoft Office, Management, Training, New Business Development, Online Advertising, Small Business
Education
ITT Technical Institute-Charlotte North 2012 — 2014
IT/Networking
North Carolina Agricultural and Technical State University 1998 — 1999
Garinger High School 1996 — 1998
LPL Financial September 2015 - Present
American City Business Journals April 2007 - May 2015
Skills
Social Media, Marketing Strategy, Social Media Marketing, Marketing, Social Networking, Sales, Strategic Planning, Event Planning, Team Building, Leadership, Information Technology, Event Management, Customer Service, Public Speaking, Public Relations, Advertising, Microsoft Office, Management, Training, New Business Development, Online Advertising, Small Business
Education
ITT Technical Institute-Charlotte North 2012 — 2014
IT/Networking
North Carolina Agricultural and Technical State University 1998 — 1999
Garinger High School 1996 — 1998
Joel Renker's LPL Financial Experience 2009 - September 2011
Job Practice Administrator
Industry Medical Practice
Experience
The Womens Center of Southern New England February 2013 - Present
St Peters church 2011 - 2013
Comprehensive Orthopaedics September 2011 - December 2012
LPL Financial 2009 - September 2011
Pentec, Inc. January 2007 - October 2009
Investors Capital Corporation 2007 - 2009
David Lerner Associates April 2002 - January 2007
Skills
Mutual Funds, Retirement Planning, 401k, Series 7, Series 63, Employee Benefits, Finance, Retirement, Strategic Financial...
Education
Southern Connecticut State University 1993 — 2001
Houghton College 1989 — 1990
general
The Womens Center of Southern New England February 2013 - Present
St Peters church 2011 - 2013
Comprehensive Orthopaedics September 2011 - December 2012
LPL Financial 2009 - September 2011
Pentec, Inc. January 2007 - October 2009
Investors Capital Corporation 2007 - 2009
David Lerner Associates April 2002 - January 2007
Skills
Mutual Funds, Retirement Planning, 401k, Series 7, Series 63, Employee Benefits, Finance, Retirement, Strategic Financial...
Education
Southern Connecticut State University 1993 — 2001
Houghton College 1989 — 1990
general
Lori Pigott Richison, PHR's LPL Financial Experience April 2013 - Present
Job Senior Generalist, Employee Relations and Compliance at LPL Financial
Industry Human Resources
Experience
LPL Financial April 2013 - Present
The Hibbert Group 1996 - August 2012
Community College of Philadelphia October 1995 - March 1996
Skills
Leadership Development, Applicant Tracking..., Management, Team Building, Strategic Planning, HRIS, Talent Acquisition, Program Management, Mentoring, Employee Benefits, Performance Management, Policy, Employee Recognition, Employee/ Immigration..., Onboarding, 1-9 Compliance, Human Resources, Recruiting, Career Counseling, Personnel Management, Succession Planning, Leadership, Marketing
Education
Holy Family University
BS, Business Aministration, Human Resources
LPL Financial April 2013 - Present
The Hibbert Group 1996 - August 2012
Community College of Philadelphia October 1995 - March 1996
Skills
Leadership Development, Applicant Tracking..., Management, Team Building, Strategic Planning, HRIS, Talent Acquisition, Program Management, Mentoring, Employee Benefits, Performance Management, Policy, Employee Recognition, Employee/ Immigration..., Onboarding, 1-9 Compliance, Human Resources, Recruiting, Career Counseling, Personnel Management, Succession Planning, Leadership, Marketing
Education
Holy Family University
BS, Business Aministration, Human Resources
Kerry Pierce, CFP (R)'s LPL Financial Experience April 2014 - Present
Job VP, Program Director at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group June 2015 - Present
LPL Financial April 2014 - Present
Fidelity Investments January 2013 - April 2014
LPL Financial June 2006 - January 2013
Center for International Securities and Derivatives Markets 2005 - 2006
Bear Stearns, JP Morgan Chase/Hambrecht &Quist 1999 - 2002
Skills
Certified Financial..., MBA, Six Sigma, Series 7, Series 65, Unified Managed Accounts, Rebalancing, ETFs, Separately Managed..., Asset Managment, Fixed Income, Trading Systems, Wealth Management, FINRA, Mutual Funds, Asset Allocation, Investments, Investment Strategies, Portfolio Management, Equities, Securities, Investment Management, Retirement Planning, Alternative Investments, Wealth Management..., Investment Advisory, Financial Advisory
Education
Villanova University 2012 — 2012
Six Sigma Green Belt, Financial Services
Isenberg School of Management, UMass Amherst 2004 — 2006
MBA, Finance
Boston University 2000 — 2002
Diploma in Financial Planning, Financial Planning
University of Vermont 1993 — 1997
BA, Psychology
The Gunnery 1991 — 1993
Dana Hall 1989 — 1991
Cetera Financial Group June 2015 - Present
LPL Financial April 2014 - Present
Fidelity Investments January 2013 - April 2014
LPL Financial June 2006 - January 2013
Center for International Securities and Derivatives Markets 2005 - 2006
Bear Stearns, JP Morgan Chase/Hambrecht &Quist 1999 - 2002
Skills
Certified Financial..., MBA, Six Sigma, Series 7, Series 65, Unified Managed Accounts, Rebalancing, ETFs, Separately Managed..., Asset Managment, Fixed Income, Trading Systems, Wealth Management, FINRA, Mutual Funds, Asset Allocation, Investments, Investment Strategies, Portfolio Management, Equities, Securities, Investment Management, Retirement Planning, Alternative Investments, Wealth Management..., Investment Advisory, Financial Advisory
Education
Villanova University 2012 — 2012
Six Sigma Green Belt, Financial Services
Isenberg School of Management, UMass Amherst 2004 — 2006
MBA, Finance
Boston University 2000 — 2002
Diploma in Financial Planning, Financial Planning
University of Vermont 1993 — 1997
BA, Psychology
The Gunnery 1991 — 1993
Dana Hall 1989 — 1991
Aaron Stoessel's LPL Financial Experience November 2013 - Present
Job Complex Product Supervisor at LPL Financial
Industry Financial Services
Experience
LPL Financial November 2013 - Present
LPL Financial July 2013 - November 2013
Morgan Stanley Smith Barney June 2011 - June 2012
Malitzlaw, Inc. June 2010 - February 2011
Children's Advocacy Institute May 2009 - August 2009
17th Judicial Circuit Court of the State of Illinois January 2008 - May 2008
17th Judicial Circuit Court of the State of Illinois January 2008 - May 2008
Peoria Park District May 2004 - August 2007
Peoria Park District March 1998 - August 2007
Skills
Legal Research, Courts, Commercial Litigation, Mediation, Corporate Law, Litigation, Legal Writing, Westlaw, Public Speaking
Education
University of San Diego School of Law 2008 — 2009
L.L.M., Corporate and Business
Northern Illinois University College of Law 2005 — 2008
Juris Doctorate
Illinois State University 2004 — 2005
B.A., History (major), Political Science (minor)
Kirkwood Community College 2002 — 2004
N/A, General Education
University of Iowa 2000 — 2001
Peoria Notre Dame 1996 — 2000
LPL Financial November 2013 - Present
LPL Financial July 2013 - November 2013
Morgan Stanley Smith Barney June 2011 - June 2012
Malitzlaw, Inc. June 2010 - February 2011
Children's Advocacy Institute May 2009 - August 2009
17th Judicial Circuit Court of the State of Illinois January 2008 - May 2008
17th Judicial Circuit Court of the State of Illinois January 2008 - May 2008
Peoria Park District May 2004 - August 2007
Peoria Park District March 1998 - August 2007
Skills
Legal Research, Courts, Commercial Litigation, Mediation, Corporate Law, Litigation, Legal Writing, Westlaw, Public Speaking
Education
University of San Diego School of Law 2008 — 2009
L.L.M., Corporate and Business
Northern Illinois University College of Law 2005 — 2008
Juris Doctorate
Illinois State University 2004 — 2005
B.A., History (major), Political Science (minor)
Kirkwood Community College 2002 — 2004
N/A, General Education
University of Iowa 2000 — 2001
Peoria Notre Dame 1996 — 2000
Afowiri Fondzenyuy's LPL Financial Experience May 2014 - Present
Job AVP Operational Risk Managment at LPL Financial/Founder Amom Foundation
Industry Financial Services
Experience
LPL Financial May 2014 - Present
Amom Foundation December 2006 - Present
Wells Fargo Home Mortgage February 2013 - Present
Wells Fargo - Wealth Retirement and Trust Technology June 2011 - January 2013
Grameen Bank - Bangladesh April 2012 - August 2012
Bank of America April 2010 - June 2011
Bank of New York Mellon January 2007 - April 2010
Banc of America Securities - Bank of America July 2002 - November 2007
Skills
Valuation, Financial Modeling, Financial Analysis, Portfolio Management, Investment Banking, Banking, Social Business, SQL, SAS Base, Teradata, Bloomberg Terminal, Microsoft Excel, Credit Derivatives, Business Intelligence..., Basel III, CLO, CDO, ABS, Credit Risk, Quantitative Risk...
Education
Walden University 2012 — 2018
Doctor of Philosophy (Ph.D), Organizational Leadership
Harvard University Kennedy School of Government 2008 — 2011
Certificates, SFNO, Financial Stewardship for Non Profit organizations and Leadership as Governance
Tulane University - A.B. Freeman School of Business 2008 — 2010
Master’s Degree, Finance - Financial Engineering, Financial Analysis, Research Analysis, Risk Management, and Quantita
University of St. Thomas 2004 — 2006
MBA, Finance and International Business
University of Dschang 1995 — 1998
Bachelor of Science Degree, Economics and Agribusiness
Investment Banking Institute 2009 — 2009
Certificate, Financial Modeling and Valuation
LPL Financial May 2014 - Present
Amom Foundation December 2006 - Present
Wells Fargo Home Mortgage February 2013 - Present
Wells Fargo - Wealth Retirement and Trust Technology June 2011 - January 2013
Grameen Bank - Bangladesh April 2012 - August 2012
Bank of America April 2010 - June 2011
Bank of New York Mellon January 2007 - April 2010
Banc of America Securities - Bank of America July 2002 - November 2007
Skills
Valuation, Financial Modeling, Financial Analysis, Portfolio Management, Investment Banking, Banking, Social Business, SQL, SAS Base, Teradata, Bloomberg Terminal, Microsoft Excel, Credit Derivatives, Business Intelligence..., Basel III, CLO, CDO, ABS, Credit Risk, Quantitative Risk...
Education
Walden University 2012 — 2018
Doctor of Philosophy (Ph.D), Organizational Leadership
Harvard University Kennedy School of Government 2008 — 2011
Certificates, SFNO, Financial Stewardship for Non Profit organizations and Leadership as Governance
Tulane University - A.B. Freeman School of Business 2008 — 2010
Master’s Degree, Finance - Financial Engineering, Financial Analysis, Research Analysis, Risk Management, and Quantita
University of St. Thomas 2004 — 2006
MBA, Finance and International Business
University of Dschang 1995 — 1998
Bachelor of Science Degree, Economics and Agribusiness
Investment Banking Institute 2009 — 2009
Certificate, Financial Modeling and Valuation
Brigitte Duffy's LPL Financial Experience April 2011 - Present
Job Senior Vice President, Associate Counsel
Industry Law Practice
Experience
LPL Financial April 2011 - Present
Seyfarth Shaw April 2000 - April 2011
US Congressional Office of Technology Assessment 1987 - 1990
U.S. Congress Office of Technology Assessment 1987 - 1990
Education
Harvard College
Bachelor of Arts (B.A.), American History and Literature
Suffolk University Law School
JD, Law
LPL Financial April 2011 - Present
Seyfarth Shaw April 2000 - April 2011
US Congressional Office of Technology Assessment 1987 - 1990
U.S. Congress Office of Technology Assessment 1987 - 1990
Education
Harvard College
Bachelor of Arts (B.A.), American History and Literature
Suffolk University Law School
JD, Law
Mrunalini Charala's LPL Financial Experience
Job .Net Developer
Industry Computer Software
Experience
LPL Financial
Skills
ASP.NET, Microsoft SQL Server, Oracle, SDLC, Oracle E-Business Suite, Software Project..., Web Services, Requirements Analysis, T-SQL, Software Development, XML, Agile Methodologies
Education
Jawaharlal Nehru Technological University 2000 — 2004
Bachelor of Technology (B.Tech.), Information Technology and Computer Science
LPL Financial
Skills
ASP.NET, Microsoft SQL Server, Oracle, SDLC, Oracle E-Business Suite, Software Project..., Web Services, Requirements Analysis, T-SQL, Software Development, XML, Agile Methodologies
Education
Jawaharlal Nehru Technological University 2000 — 2004
Bachelor of Technology (B.Tech.), Information Technology and Computer Science
Chad Wood, MBA's LPL Financial Experience June 2013 - Present
Job AVP, BTS Business Ops at LPL Financial
Industry Retail
Experience
LPL Financial June 2013 - Present
Lowe's Home Improvement September 2005 - June 2013
Sara Lee (Apparel Division) September 2000 - September 2005
Cross Creek Apparel, Inc January 2000 - September 2000
CompuCom Inc June 1998 - January 2000
Skills
Budgeting, IT Strategy, Resource Management, Portfolio Management, Process Improvement, Retail, Team Building, Strategic Planning, Excel, Business Intelligence, Financial Analysis, Business Analysis, MS Project, Analysis, Budgets, Microsoft Excel, SDLC, Cross-functional Team..., Project Management, Program Management, Business Process..., Change Management, Leadership, Vendor Management, Management, Contract Negotiation, Information Technology, Business Process, Project Planning, Integration, Training, Governance, ERP, Visio, Enterprise Software, Requirements Analysis, Project Portfolio..., CRM, SharePoint, IT Management, PMO, Team Leadership, Forecasting, Access, Strategy, SQL, Call Centers, Outsourcing, Employee Training, Operations Management
Education
High Point University 2002 — 2005
MBA, International Business
University of North Carolina at Charlotte 1992 — 1997
BS, Business Administration, MIS, Economics
LPL Financial June 2013 - Present
Lowe's Home Improvement September 2005 - June 2013
Sara Lee (Apparel Division) September 2000 - September 2005
Cross Creek Apparel, Inc January 2000 - September 2000
CompuCom Inc June 1998 - January 2000
Skills
Budgeting, IT Strategy, Resource Management, Portfolio Management, Process Improvement, Retail, Team Building, Strategic Planning, Excel, Business Intelligence, Financial Analysis, Business Analysis, MS Project, Analysis, Budgets, Microsoft Excel, SDLC, Cross-functional Team..., Project Management, Program Management, Business Process..., Change Management, Leadership, Vendor Management, Management, Contract Negotiation, Information Technology, Business Process, Project Planning, Integration, Training, Governance, ERP, Visio, Enterprise Software, Requirements Analysis, Project Portfolio..., CRM, SharePoint, IT Management, PMO, Team Leadership, Forecasting, Access, Strategy, SQL, Call Centers, Outsourcing, Employee Training, Operations Management
Education
High Point University 2002 — 2005
MBA, International Business
University of North Carolina at Charlotte 1992 — 1997
BS, Business Administration, MIS, Economics
Jennifer Carpenter's LPL Financial Experience October 2007 - Present
Job Senior Vice President, Associate Counsel at LPL Financial
Industry Financial Services
Experience
LPL Financial October 2007 - Present
WilmerHale October 2000 - October 2007
Middlesex District Attorney May 2005 - October 2005
United States District Court for Massachusetts September 2001 - September 2002
Skills
Securities Litigation, Securities Regulation, Civil Litigation, Arbitration, Mediation, FINRA, Insurance, Broker-Dealer, Corporate Governance, Risk Management, Commercial Litigation, Securities, Mutual Funds, Litigation, SEC
Education
Harvard Law School 1997 — 2000
J.D.
Princeton University 1992 — 1996
A.B.
LPL Financial October 2007 - Present
WilmerHale October 2000 - October 2007
Middlesex District Attorney May 2005 - October 2005
United States District Court for Massachusetts September 2001 - September 2002
Skills
Securities Litigation, Securities Regulation, Civil Litigation, Arbitration, Mediation, FINRA, Insurance, Broker-Dealer, Corporate Governance, Risk Management, Commercial Litigation, Securities, Mutual Funds, Litigation, SEC
Education
Harvard Law School 1997 — 2000
J.D.
Princeton University 1992 — 1996
A.B.
Darnell Warnock's LPL Financial Experience May 2013 - January 2015
Job Office365 OnBoarding Engineer at Microsoft
Industry Computer Networking
Experience
Microsoft January 2015 - Present
LPL Financial May 2013 - January 2015
Wells Fargo October 2012 - January 2013
Optimum Healthcare IT July 2012 - October 2012
Novant Health February 2012 - June 2012
Capgemini May 2011 - September 2011
Microsoft Corporation November 2010 - May 2011
Wachovia, A Wells Fargo Company April 2007 - September 2009
M3 Technology Group February 2006 - February 2007
Skills
Active Directory, Hyper-V, Microsoft Exchange, Citrix, Troubleshooting, DNS, IT Management, VMware, ITIL, Blackberry Enterprise..., Windows Server, Microsoft SQL Server, Servers, Email Clients, SharePoint, Email, Disaster Recovery, IIS
Education
Johnson C. Smith University - JCSU 1995 — 1996
Info Sys
Savannah State University 1993 — 1995
Accounting
Microsoft January 2015 - Present
LPL Financial May 2013 - January 2015
Wells Fargo October 2012 - January 2013
Optimum Healthcare IT July 2012 - October 2012
Novant Health February 2012 - June 2012
Capgemini May 2011 - September 2011
Microsoft Corporation November 2010 - May 2011
Wachovia, A Wells Fargo Company April 2007 - September 2009
M3 Technology Group February 2006 - February 2007
Skills
Active Directory, Hyper-V, Microsoft Exchange, Citrix, Troubleshooting, DNS, IT Management, VMware, ITIL, Blackberry Enterprise..., Windows Server, Microsoft SQL Server, Servers, Email Clients, SharePoint, Email, Disaster Recovery, IIS
Education
Johnson C. Smith University - JCSU 1995 — 1996
Info Sys
Savannah State University 1993 — 1995
Accounting
Akthar Madhubayi's LPL Financial Experience January 2006 - July 2007
Job Senior Software Engineer at USPS
Industry Information Technology and Services
Experience
United States Postal Service June 2010 - Present
Mediware Solutions January 2011 - May 2011
Priority Health December 2007 - December 2010
Bristol-Myers Squibb August 2007 - December 2007
LPL Financial January 2006 - July 2007
General Motors June 2005 - December 2005
Skills
Oracle PL/SQL..., Oracle Forms and Reports, Core Java, Oracle SQL, Oracle DBA, Oracle Certified (OCP), .NET, ASP.NET, Oracle, Microsoft SQL Server, Database Design
Education
Indira Gandhi National Open University 1999 — 2004
Master of Computer Applications (M.C.A.), A
Osmania University 1998 — 1999
Postgraduation of Computer Application, First class with gold medal
United States Postal Service June 2010 - Present
Mediware Solutions January 2011 - May 2011
Priority Health December 2007 - December 2010
Bristol-Myers Squibb August 2007 - December 2007
LPL Financial January 2006 - July 2007
General Motors June 2005 - December 2005
Skills
Oracle PL/SQL..., Oracle Forms and Reports, Core Java, Oracle SQL, Oracle DBA, Oracle Certified (OCP), .NET, ASP.NET, Oracle, Microsoft SQL Server, Database Design
Education
Indira Gandhi National Open University 1999 — 2004
Master of Computer Applications (M.C.A.), A
Osmania University 1998 — 1999
Postgraduation of Computer Application, First class with gold medal
Joseph Mulkern's LPL Financial Experience 2005 - 2011
Job
Industry Financial Services
Experience
State Street Global Advisors February 2014 - Present
Fidelity Investments January 2012 - February 2014
LPL Financial 2005 - 2011
Bank of America/FleetBoston Financial 1999 - 2004
Massachusetts Division of Insurance 1995 - 1999
Skills
Financial Services, RIA, Broker-Dealer Compliance, Custodial Services, Alternative Investments
Education
Suffolk University Law School 1990 — 1993
JD
University of Massachusetts at Amherst - Isenberg School of Management 1984 — 1988
B.S., Marketing
State Street Global Advisors February 2014 - Present
Fidelity Investments January 2012 - February 2014
LPL Financial 2005 - 2011
Bank of America/FleetBoston Financial 1999 - 2004
Massachusetts Division of Insurance 1995 - 1999
Skills
Financial Services, RIA, Broker-Dealer Compliance, Custodial Services, Alternative Investments
Education
Suffolk University Law School 1990 — 1993
JD
University of Massachusetts at Amherst - Isenberg School of Management 1984 — 1988
B.S., Marketing
Jack Haeberle's LPL Financial Experience July 2013 - August 2013
Job Student at James Madison University
Industry Financial Services
Experience
LPL Financial July 2013 - August 2013
Vector Marketing June 2012 - August 2012
World Class Martial Arts September 2006 - August 2010
Education
James Madison University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Economics, 3.46
Morris Knolls High School 2006 — 2010
LPL Financial July 2013 - August 2013
Vector Marketing June 2012 - August 2012
World Class Martial Arts September 2006 - August 2010
Education
James Madison University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Economics, 3.46
Morris Knolls High School 2006 — 2010
Jessica Lynne's LPL Financial Experience October 2011 - August 2013
Job Client Relationship Manager
Industry Financial Services
Experience
LPL Financial October 2011 - August 2013
Newington Parks and Rec 2007 - 2009
Skills
Mutual Funds, Series 7, Financial Services, Investments, Securities, Retirement, Portfolio Management, Relationship Management
Education
University of Connecticut
Bachelors, English
Saint John's University
English/Language Arts Teacher Education
Iona College 2006 — 2008
LPL Financial October 2011 - August 2013
Newington Parks and Rec 2007 - 2009
Skills
Mutual Funds, Series 7, Financial Services, Investments, Securities, Retirement, Portfolio Management, Relationship Management
Education
University of Connecticut
Bachelors, English
Saint John's University
English/Language Arts Teacher Education
Iona College 2006 — 2008
Annette (Ekberg) Sullivan, MBA's LPL Financial Experience September 2007 - June 2009
Job Manager, Investment Advisory Services at Madison Avenue Securities, LLC.
Industry Financial Services
Experience
Madison Avenue Securities, LLC. September 2014 - Present
Madison Avenue Securities, Inc. July 2009 - September 2014
LPL Financial September 2007 - June 2009
Skills
Series 24, Series 66, Series 7, Broker-Dealer, Swedish
Education
Wagner College 2005 — 2007
Master of Business Administration (MBA), Finance
Hastings College 2002 — 2005
Bachelor of Arts (B.A.), Business Administration and Economics
Madison Avenue Securities, LLC. September 2014 - Present
Madison Avenue Securities, Inc. July 2009 - September 2014
LPL Financial September 2007 - June 2009
Skills
Series 24, Series 66, Series 7, Broker-Dealer, Swedish
Education
Wagner College 2005 — 2007
Master of Business Administration (MBA), Finance
Hastings College 2002 — 2005
Bachelor of Arts (B.A.), Business Administration and Economics
Danielle Carty's LPL Financial Experience September 2014 - Present
Job
Industry Accounting
Experience
LPL Financial September 2014 - Present
BB&T June 2013 - August 2014
Grant Thornton LLP October 2009 - May 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Microsoft Office, English, Research, Windows, Teaching, Internal Audit, External Audit, Sarbanes-Oxley Act, Auditing
Education
University of North Carolina at Greensboro 2008 — 2009
Masters, Accounting
Howard University 2002 — 2006
Bachelors Business Administration, International Business
LPL Financial September 2014 - Present
BB&T June 2013 - August 2014
Grant Thornton LLP October 2009 - May 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Microsoft Office, English, Research, Windows, Teaching, Internal Audit, External Audit, Sarbanes-Oxley Act, Auditing
Education
University of North Carolina at Greensboro 2008 — 2009
Masters, Accounting
Howard University 2002 — 2006
Bachelors Business Administration, International Business
Dave Satkoski's LPL Financial Experience May 2001 - Present
Job Wealth Manager at LPL Financial
Industry Investment Management
Experience
LPL Financial May 2001 - Present
Education
Indiana University Bloomington 1997 — 2001
Bachelor's degree, Finance
LPL Financial May 2001 - Present
Education
Indiana University Bloomington 1997 — 2001
Bachelor's degree, Finance
Dannia Cortez's LPL Financial Experience July 2013 - Present
Job Compliance Associate at LPL Financial
Industry Financial Services
Experience
LPL Financial July 2013 - Present
Skills
Financial Services, Risk Management
Education
Humboldt State University
Bachelor of Applied Science (BASc), Wildlife and Wildlands Science and Management
LPL Financial July 2013 - Present
Skills
Financial Services, Risk Management
Education
Humboldt State University
Bachelor of Applied Science (BASc), Wildlife and Wildlands Science and Management
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.