LPL Financial
Industry: Financial services company
DescriptionLPL Financial LLC is the largest independent broker-dealer in the United States. As of 2017 the company had more than 15,000 financial advisors, over $615 billion in advisory & brokerage assets, and generated approximately $4.2 billion in annual revenue for the 2017 fiscal year. Headquarters: Boston, Massachusetts, United States CEO: Dan Arnold (Jan 2017–) Subsidiaries: AdvisoryWorld, Inc., LINSCO PRIVATE LEDGER CORP, Private Trust Co, Fortigent Holdings Company, Inc. Parent organization: LPL Financial Holdings Inc
LPL Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at LPL Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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3,941 LPL Financial employees in database. Find out everything there's to know about LPL Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
LPL Financial Employees
Employee
Years
Job
Industry
John Rupp John Rupp's LPL Financial Experience October 2011 - Present
Job Realtor Associate at The Keyes Company
Industry Financial Services
Experience
The Keyes Company August 2013 - Present
LPL Financial October 2011 - Present
Education
New York Law School 1996 — 1999
Doctor of Law (JD)
The Keyes Company August 2013 - Present
LPL Financial October 2011 - Present
Education
New York Law School 1996 — 1999
Doctor of Law (JD)
Annette Handevidt, AIF® Annette Handevidt, AIF®'s LPL Financial Experience January 2012 - Present
Job Senior Analyst, Marketing Regulatory Review at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2012 - Present
LPL Financial August 2008 - December 2011
LPL Financial June 2007 - August 2008
LPL Financial August 2005 - June 2007
US Army April 2000 - February 2002
US Navy December 1990 - December 1994
Skills
Customer Service, Advertising, Securities, Microsoft Office, Microsoft Excel, Series 24, Insurance, Team Building, Marketing, Investment Advisory, Mutual Funds, FINRA, Series 7, Uniform Combined State..., Series 63, Bank Secrecy Act, Variable Annuities, Estate Planning, Series 65, Broker-Dealer, Financial Advisory, Equities, Financial Planners, Investment Strategies, Securities Regulation, Risk Management, Wealth Management, Asset Management, Asset Allocation, Finance, Series 6, Management, Alternative Investments, Financial Services, OFAC, Strategic Financial..., IRAs, Retirement, Investment Management, 401k, Fixed Annuities, Investments, AML
Education
National University 1995 — 1999
BS, Criminal Justice
LPL Financial January 2012 - Present
LPL Financial August 2008 - December 2011
LPL Financial June 2007 - August 2008
LPL Financial August 2005 - June 2007
US Army April 2000 - February 2002
US Navy December 1990 - December 1994
Skills
Customer Service, Advertising, Securities, Microsoft Office, Microsoft Excel, Series 24, Insurance, Team Building, Marketing, Investment Advisory, Mutual Funds, FINRA, Series 7, Uniform Combined State..., Series 63, Bank Secrecy Act, Variable Annuities, Estate Planning, Series 65, Broker-Dealer, Financial Advisory, Equities, Financial Planners, Investment Strategies, Securities Regulation, Risk Management, Wealth Management, Asset Management, Asset Allocation, Finance, Series 6, Management, Alternative Investments, Financial Services, OFAC, Strategic Financial..., IRAs, Retirement, Investment Management, 401k, Fixed Annuities, Investments, AML
Education
National University 1995 — 1999
BS, Criminal Justice
Andrey Dolgov Andrey Dolgov's LPL Financial Experience October 2012 - March 2014
Job Software Technician at Datacard Group
Industry Information Technology and Services
Experience
Datacard Group September 2014 - Present
LPL Financial October 2012 - March 2014
RCS Technology April 2012 - October 2012
Skills
HTML, Microsoft SQL Server, VMware, Active Directory, Network Administration, Microsoft Exchange, Symantec Endpoint..., SonicWall Firewall /..., Operating Systems, Switches, Windows Server, System Administration, Microsoft Office, LAN-WAN
Education
Oakland Community College 2012 — 2014
Non-Degree, English Language and Culture
National Research Nuclear University (former Moscow Engineering Physics Institute) 2006 — 2011
Bachelor of Science (B.S.), Computer Systems Analysis
Datacard Group September 2014 - Present
LPL Financial October 2012 - March 2014
RCS Technology April 2012 - October 2012
Skills
HTML, Microsoft SQL Server, VMware, Active Directory, Network Administration, Microsoft Exchange, Symantec Endpoint..., SonicWall Firewall /..., Operating Systems, Switches, Windows Server, System Administration, Microsoft Office, LAN-WAN
Education
Oakland Community College 2012 — 2014
Non-Degree, English Language and Culture
National Research Nuclear University (former Moscow Engineering Physics Institute) 2006 — 2011
Bachelor of Science (B.S.), Computer Systems Analysis
Sally Teigen Sally Teigen's LPL Financial Experience June 2007 - June 2009
Job Marketing Consultant
Industry Writing and Editing
Experience
Cetera Financial Group June 2012 - Present
LPL Financial June 2007 - June 2009
Albuquerque Economic Development November 2004 - January 2007
San Diego Business Journal June 2002 - December 2003
Skills
Marketing, Copy Editing, Writing, Research, Project Management
Education
Northern Arizona University 1998 — 2002
Bachelor of Arts (B.A.), English Language and Literature/Letters
Cetera Financial Group June 2012 - Present
LPL Financial June 2007 - June 2009
Albuquerque Economic Development November 2004 - January 2007
San Diego Business Journal June 2002 - December 2003
Skills
Marketing, Copy Editing, Writing, Research, Project Management
Education
Northern Arizona University 1998 — 2002
Bachelor of Arts (B.A.), English Language and Literature/Letters
Anthony Rocha Anthony Rocha's LPL Financial Experience January 2009 - Present
Job LPL Financial Advisor/Certified Retirement Counselor/U.S. Army Veteran/Canyon State Credit Union
Industry Financial Services
Experience
LPL Financial January 2009 - Present
Wachovia Securities Financial Network May 2007 - January 2009
Compass Brokerage March 2003 - May 2007
Scottsdale Capital Advisors September 2002 - March 2003
Gainey Financial Services February 1999 - October 2002
SunAmerica Securities/Householder Group October 1996 - February 1999
US Army February 1990 - February 1993
Skills
Financial Advisor, Financial Services, Wealth Management, Personal Financial..., Investments, Estate Planning, Life Insurance, Long Term Care Insurance, Retirement Planning, Strategic Financial..., Retirement, Portfolio Management, Financial Advisory, Securities, 401k, Wealth, Wealth Management..., Finance, Risk Management
Education
Northern Arizona University 1993 — 1996
Bachelor's Degree, Business Managment
LPL Financial January 2009 - Present
Wachovia Securities Financial Network May 2007 - January 2009
Compass Brokerage March 2003 - May 2007
Scottsdale Capital Advisors September 2002 - March 2003
Gainey Financial Services February 1999 - October 2002
SunAmerica Securities/Householder Group October 1996 - February 1999
US Army February 1990 - February 1993
Skills
Financial Advisor, Financial Services, Wealth Management, Personal Financial..., Investments, Estate Planning, Life Insurance, Long Term Care Insurance, Retirement Planning, Strategic Financial..., Retirement, Portfolio Management, Financial Advisory, Securities, 401k, Wealth, Wealth Management..., Finance, Risk Management
Education
Northern Arizona University 1993 — 1996
Bachelor's Degree, Business Managment
Kent Tieber Kent Tieber's LPL Financial Experience July 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
LPL Financial July 2013 - Present
TD Ameritrade Institutional January 1998 - December 2012
Jack White &Co (Merged into TD Waterhouse) January 1996 - January 1998
Moneta Group January 1995 - January 1996
Sentra Securities January 1994 - January 1995
Skills
FINRA, Series 7, Series 63, Series 24, Series 9 and 10, Securities, Lean Management, Six Sigma, Management, Investment Advisory, Mutual Funds, Risk Management, Human Resources, Financial Services, Wealth Management, Portfolio Management, Asset Management, Asset Allocation, Alternative Investments, Investments, Training, Retirement Planning, Options, Equities, Investment Management, Financial Advisory, Retirement, Strategic Financial..., Investment Strategies, 401k, Financial Planning
Education
National University 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
FINRA
Series 7, 9, 10, 24 and 63
San Diego State University
Bachelor of Science, Economics
LPL Financial July 2013 - Present
TD Ameritrade Institutional January 1998 - December 2012
Jack White &Co (Merged into TD Waterhouse) January 1996 - January 1998
Moneta Group January 1995 - January 1996
Sentra Securities January 1994 - January 1995
Skills
FINRA, Series 7, Series 63, Series 24, Series 9 and 10, Securities, Lean Management, Six Sigma, Management, Investment Advisory, Mutual Funds, Risk Management, Human Resources, Financial Services, Wealth Management, Portfolio Management, Asset Management, Asset Allocation, Alternative Investments, Investments, Training, Retirement Planning, Options, Equities, Investment Management, Financial Advisory, Retirement, Strategic Financial..., Investment Strategies, 401k, Financial Planning
Education
National University 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
FINRA
Series 7, 9, 10, 24 and 63
San Diego State University
Bachelor of Science, Economics
Sharon Harms, FLMI, CLTC, ACS Sharon Harms, FLMI, CLTC, ACS's LPL Financial Experience August 2010 - September 2014
Job Brokerage Manager at McQueen Kalligan Insurance Services, Inc.
Industry Financial Services
Experience
McQueen Kalligan Insurance Services, Inc. September 2014 - Present
LPL Financial August 2010 - September 2014
Leisher Group March 2003 - August 2010
First Allied Securities March 1995 - March 2003
Alliant Insurance Services 1989 - 1995
Skills
Case Design and..., Long Term Care Insurance, Disability Insurance, Life Insurance, Insurance Underwriting, Retirement Planning, Fixed Annuities, Financial Planning, Life Insurance..., Term Life Insurance, Financial Services
Education
San Diego State University-California State University 1979 — 1983
Bachelor of Science (BS), Small Business Administration/Management
Northern Illinois University 1968 — 1970
General-Undergraduate, Undecided
McQueen Kalligan Insurance Services, Inc. September 2014 - Present
LPL Financial August 2010 - September 2014
Leisher Group March 2003 - August 2010
First Allied Securities March 1995 - March 2003
Alliant Insurance Services 1989 - 1995
Skills
Case Design and..., Long Term Care Insurance, Disability Insurance, Life Insurance, Insurance Underwriting, Retirement Planning, Fixed Annuities, Financial Planning, Life Insurance..., Term Life Insurance, Financial Services
Education
San Diego State University-California State University 1979 — 1983
Bachelor of Science (BS), Small Business Administration/Management
Northern Illinois University 1968 — 1970
General-Undergraduate, Undecided
Richa Chaturvedi's LPL Financial Experience August 2012 - February 2014
Job QA Engineer at YETI Coolers
Industry Oil & Energy
Experience
YETI Coolers May 2015 - Present
Chevron April 2014 - February 2015
LPL Financial August 2012 - February 2014
Wells Fargo February 2011 - June 2012
Asurion April 2010 - December 2010
Salesforce.com (SFDC) December 2009 - March 2010
Emcollaborative January 2009 - December 2009
Skills
Quality Center, SQL, Visio, Test Automation, Test Planning, QTP, Software Quality..., Testing, Regression Testing, Quality Assurance, Java, SDLC, HP Quality Center, User Acceptance Testing, Test Cases, Microsoft Office, Scrum, Integration, XML, System Testing, Toad, Black Box Testing, Unix, JUnit, Eclipse, Test Strategy, Defect Tracking, Requirements Gathering, JIRA, Manual Testing, MS Project, SoapUI, HP QTP, MS Visio, Agile & Waterfall..., HP Sprinter, Trading Systems, graybox, Web Applications, Production Support, Requirements Analysis, Problem Solving, SaaS, Salesforce.com, CRM, ERP, Epicor, Magento, TFS, ALM
Education
North Dakota State University 2006 — 2009
Bachelor of Science (BS)
YETI Coolers May 2015 - Present
Chevron April 2014 - February 2015
LPL Financial August 2012 - February 2014
Wells Fargo February 2011 - June 2012
Asurion April 2010 - December 2010
Salesforce.com (SFDC) December 2009 - March 2010
Emcollaborative January 2009 - December 2009
Skills
Quality Center, SQL, Visio, Test Automation, Test Planning, QTP, Software Quality..., Testing, Regression Testing, Quality Assurance, Java, SDLC, HP Quality Center, User Acceptance Testing, Test Cases, Microsoft Office, Scrum, Integration, XML, System Testing, Toad, Black Box Testing, Unix, JUnit, Eclipse, Test Strategy, Defect Tracking, Requirements Gathering, JIRA, Manual Testing, MS Project, SoapUI, HP QTP, MS Visio, Agile & Waterfall..., HP Sprinter, Trading Systems, graybox, Web Applications, Production Support, Requirements Analysis, Problem Solving, SaaS, Salesforce.com, CRM, ERP, Epicor, Magento, TFS, ALM
Education
North Dakota State University 2006 — 2009
Bachelor of Science (BS)
Murlidhar Desai Murlidhar Desai's LPL Financial Experience January 2011 - December 2014
Job Application Development Manager
Industry Information Technology and Services
Experience
UnitedHealth Group December 2014 - Present
LPL Financial January 2011 - December 2014
Ceridian July 2010 - December 2010
Freddie Mac September 2009 - July 2010
Donovan Data Systems October 2007 - September 2009
Marsh & McLennan Companies, Inc. January 2003 - October 2007
L&T Infotech August 2000 - December 2002
MCS Software solutions Limited July 1998 - July 2000
Skills
Management, Technology Management, Global Delivery, IT Outsourcing, Offshore Management, Software Product..., Healthcare Information..., Software Project..., Software Development, Enterprise Architecture, Trading Systems, Electronic Trading, SOA, SDLC, Agile Methodologies, Visual C#, ASP.NET, VB.NET, Microsoft Technologies, MVC Architecture, Oracle, DB2, Microsoft SQL Server, Java, Insurance, Media, Enterprise Content...
Education
San Diego State University-California State University 2011 — 2013
Master of Business Administration (MBA), Executive Management
North Maharashtra University 1994 — 1997
Bachelor Of Engineering, Computer Engineering
Maharashtra State Board of Technical Education (Mumbai, India) 1991 — 1994
Diploma In Engineering, Computer Technology
UnitedHealth Group December 2014 - Present
LPL Financial January 2011 - December 2014
Ceridian July 2010 - December 2010
Freddie Mac September 2009 - July 2010
Donovan Data Systems October 2007 - September 2009
Marsh & McLennan Companies, Inc. January 2003 - October 2007
L&T Infotech August 2000 - December 2002
MCS Software solutions Limited July 1998 - July 2000
Skills
Management, Technology Management, Global Delivery, IT Outsourcing, Offshore Management, Software Product..., Healthcare Information..., Software Project..., Software Development, Enterprise Architecture, Trading Systems, Electronic Trading, SOA, SDLC, Agile Methodologies, Visual C#, ASP.NET, VB.NET, Microsoft Technologies, MVC Architecture, Oracle, DB2, Microsoft SQL Server, Java, Insurance, Media, Enterprise Content...
Education
San Diego State University-California State University 2011 — 2013
Master of Business Administration (MBA), Executive Management
North Maharashtra University 1994 — 1997
Bachelor Of Engineering, Computer Engineering
Maharashtra State Board of Technical Education (Mumbai, India) 1991 — 1994
Diploma In Engineering, Computer Technology
Taliessin Schuszler Taliessin Schuszler's LPL Financial Experience May 2015 - Present
Job User Experience Designer at LPL Financial
Industry Design
Experience
LPL Financial May 2015 - Present
Freelance January 2014 - Present
Bresslergroup August 2014 - April 2015
Institute for Emerging Issues September 2013 - April 2014
Frank Collective May 2013 - August 2013
CAM Raleigh June 2011 - June 2013
NCSU Sustainability Office February 2012 - December 2012
Skills
Graphic Design, Typography, Adobe Creative Suite, Illustrator, InDesign, User Experience, User Interface Design, Design Thinking, Branding & Identity, Photoshop, Digital Photography, Video Editing, Video Production, Experience Design, Design Research, Prototyping, Wireframing, Microsoft Office, Taskflows, Motion Graphics, Motion Design, Creative Direction, Creative Problem Solving, Wireframes
Education
North Carolina State University 2010 — 2014
Bachelor's of Graphic Design
LPL Financial May 2015 - Present
Freelance January 2014 - Present
Bresslergroup August 2014 - April 2015
Institute for Emerging Issues September 2013 - April 2014
Frank Collective May 2013 - August 2013
CAM Raleigh June 2011 - June 2013
NCSU Sustainability Office February 2012 - December 2012
Skills
Graphic Design, Typography, Adobe Creative Suite, Illustrator, InDesign, User Experience, User Interface Design, Design Thinking, Branding & Identity, Photoshop, Digital Photography, Video Editing, Video Production, Experience Design, Design Research, Prototyping, Wireframing, Microsoft Office, Taskflows, Motion Graphics, Motion Design, Creative Direction, Creative Problem Solving, Wireframes
Education
North Carolina State University 2010 — 2014
Bachelor's of Graphic Design
Mark Holmertz Mark Holmertz's LPL Financial Experience April 2005 - November 2012
Job Financial Advisor at Integrys Wealth Advisors, LLC
Industry Financial Services
Experience
Inspirion Wealth Advisors November 2012 - Present
LPL Financial April 2005 - November 2012
American Express Financial Advisors April 1999 - April 2005
Trustmark Companies 1989 - 1999
Skills
Finance, Strategic Financial..., Investments, Mutual Funds, Securities, Asset Management
Education
North Park University 1985 — 1989
Bachelor of Arts (B.A.), Computer Science
Inspirion Wealth Advisors November 2012 - Present
LPL Financial April 2005 - November 2012
American Express Financial Advisors April 1999 - April 2005
Trustmark Companies 1989 - 1999
Skills
Finance, Strategic Financial..., Investments, Mutual Funds, Securities, Asset Management
Education
North Park University 1985 — 1989
Bachelor of Arts (B.A.), Computer Science
Mitch Dugart Mitch Dugart's LPL Financial Experience September 2014 - Present
Job Microsoft Exchange Migration Specialist
Industry Information Technology and Services
Experience
LPL Financial September 2014 - Present
Yoh, A Day & Zimmermann Company February 2014 - September 2014
HCL January 2013 - February 2014
Kforce Inc 2013 - 2013
Skills
Windows Server, Active Directory, Microsoft Exchange, Windows 7, Windows XP, Help Desk Support, Troubleshooting, System Administration, Technical Support, VMware, Customer Service, SharePoint, Windows, Networking
Education
National University 2014 — 2015
Bachelor's degree, Information Technology Management
San Antonio College 2012 — 2013
Associate of Arts and Sciences (AAS), Computer and Information Systems Security/Information Assurance
LPL Financial September 2014 - Present
Yoh, A Day & Zimmermann Company February 2014 - September 2014
HCL January 2013 - February 2014
Kforce Inc 2013 - 2013
Skills
Windows Server, Active Directory, Microsoft Exchange, Windows 7, Windows XP, Help Desk Support, Troubleshooting, System Administration, Technical Support, VMware, Customer Service, SharePoint, Windows, Networking
Education
National University 2014 — 2015
Bachelor's degree, Information Technology Management
San Antonio College 2012 — 2013
Associate of Arts and Sciences (AAS), Computer and Information Systems Security/Information Assurance
Karyssa DeSorbo's LPL Financial Experience August 2013 - October 2013
Job Senior Corporate Accountant at Putnam Investments
Industry Financial Services
Experience
Putnam Investments May 2015 - Present
Putnam Investments January 2014 - Present
Art in Motion Academy of Dance September 2007 - Present
LPL Financial August 2013 - October 2013
HarborOne Credit Union August 2012 - April 2013
Self-Employed September 2008 - July 2012
PMC Machining and Manufacturing June 2011 - August 2011
Skills
Motivated self-starter, Organized with Strong..., Financial Analysis, Microsoft Office, Finance, Accounting, Communication Skills, Training, Customer Service, Microsoft Excel, Technology Process..., SAP, Banking, Oracle, QuickBooks, Outlook, Public Speaking, PowerPoint, DanceWorks, Volunteering
Education
Northeastern University 2009 — 2013
Bachelor's degree, Finance and Account Management
Norton High School 2003 — 2007
Putnam Investments May 2015 - Present
Putnam Investments January 2014 - Present
Art in Motion Academy of Dance September 2007 - Present
LPL Financial August 2013 - October 2013
HarborOne Credit Union August 2012 - April 2013
Self-Employed September 2008 - July 2012
PMC Machining and Manufacturing June 2011 - August 2011
Skills
Motivated self-starter, Organized with Strong..., Financial Analysis, Microsoft Office, Finance, Accounting, Communication Skills, Training, Customer Service, Microsoft Excel, Technology Process..., SAP, Banking, Oracle, QuickBooks, Outlook, Public Speaking, PowerPoint, DanceWorks, Volunteering
Education
Northeastern University 2009 — 2013
Bachelor's degree, Finance and Account Management
Norton High School 2003 — 2007
Griffin Friedman Griffin Friedman's LPL Financial Experience September 2013 - May 2015
Job Accipiter Gallery
Industry Retail
Experience
Accipiter Gallery July 2015 - Present
LPL Financial September 2013 - May 2015
IBM July 2011 - September 2013
Contemporary Art Museum, Raleigh May 2008 - December 2010
Fish Market Student Gallery May 2008 - December 2010
Skills
User Experience, Interaction Design, User Experience Design, Web Design, Persona, Mobile Experience, InDesign, Information Design, User-centered Design, Information Architecture, Usability Testing, User Interface Design, Wire Framing, Photoshop, Illustrator, Adobe Creative Suite, Graphic Design
Education
North Carolina State University 2006 — 2010
Bachelor Graphic Design, Graphic Design
Accipiter Gallery July 2015 - Present
LPL Financial September 2013 - May 2015
IBM July 2011 - September 2013
Contemporary Art Museum, Raleigh May 2008 - December 2010
Fish Market Student Gallery May 2008 - December 2010
Skills
User Experience, Interaction Design, User Experience Design, Web Design, Persona, Mobile Experience, InDesign, Information Design, User-centered Design, Information Architecture, Usability Testing, User Interface Design, Wire Framing, Photoshop, Illustrator, Adobe Creative Suite, Graphic Design
Education
North Carolina State University 2006 — 2010
Bachelor Graphic Design, Graphic Design
Lawson Joyce Lawson Joyce's LPL Financial Experience March 2015 - Present
Job Sr. Business Development Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2015 - Present
LPL Financial November 2012 - March 2015
LPL Financial October 2006 - November 2012
LPL Financial October 2010 - December 2011
Skills
Wealth Management, Securities, Mutual Funds, Investment Advisory, Sales, Investments, Business Development, Recruiting, Management Consulting, Retirement Planning, Series 7, Series 63, Financial Advisory, Finance, Management, Asset Management, Financial Services, Executive Management, Portfolio Management
Education
North Carolina State University
B.A., History
LPL Financial March 2015 - Present
LPL Financial November 2012 - March 2015
LPL Financial October 2006 - November 2012
LPL Financial October 2010 - December 2011
Skills
Wealth Management, Securities, Mutual Funds, Investment Advisory, Sales, Investments, Business Development, Recruiting, Management Consulting, Retirement Planning, Series 7, Series 63, Financial Advisory, Finance, Management, Asset Management, Financial Services, Executive Management, Portfolio Management
Education
North Carolina State University
B.A., History
Jaime Bender's LPL Financial Experience November 2013 - Present
Job Experienced life insurance case manager, JRN/PR degree, broadcasting student
Industry Broadcast Media
Experience
LPL Financial November 2013 - Present
Crump Life Insurance Services June 2006 - November 2013
Skills
Microsoft Word, Outlook, Microsoft Office, Microsoft Excel, Customer Service, Windows, Teaching, Research, English, PowerPoint
Education
Connecticut School Of Broadcasting 2014 — 2014
Radio and Television
Northeastern University 1999 — 2002
Bachelor of Science, JRN w/ concentration in Public Relations
Middletown High School South 1994 — 1997
Graduate
LPL Financial November 2013 - Present
Crump Life Insurance Services June 2006 - November 2013
Skills
Microsoft Word, Outlook, Microsoft Office, Microsoft Excel, Customer Service, Windows, Teaching, Research, English, PowerPoint
Education
Connecticut School Of Broadcasting 2014 — 2014
Radio and Television
Northeastern University 1999 — 2002
Bachelor of Science, JRN w/ concentration in Public Relations
Middletown High School South 1994 — 1997
Graduate
Cory Segall, MBA, CSM's LPL Financial Experience November 2012 - August 2015
Job Technology Project Manager at Bank of America
Industry Information Technology and Services
Experience
Bank of America August 2015 - Present
LPL Financial November 2012 - August 2015
Strategic Operations, Inc May 2007 - November 2012
Skills
Public Relations, Facebook, Advertising, Project Planning, Microsoft Office, Program Management, SDLC, Project Management, Quality Assurance, Team Building, Team Leadership, SharePoint, Strategic Planning, Software Documentation, Leadership, Budgets, Microsoft Excel, PowerPoint, Leadership Development, Business Development, Management, Customer Service, Strategy, Corporate Communications, Brand Development, Logistics, SEM, Account Management, Marketing Communications, Visio, Project Delivery, Financial Services, Process Improvement
Education
National University 2008 — 2010
MBA, Organizational Leadership
San Diego State University-California State University 2002 — 2007
Bachelor of Science, Criminal Justice
Bank of America August 2015 - Present
LPL Financial November 2012 - August 2015
Strategic Operations, Inc May 2007 - November 2012
Skills
Public Relations, Facebook, Advertising, Project Planning, Microsoft Office, Program Management, SDLC, Project Management, Quality Assurance, Team Building, Team Leadership, SharePoint, Strategic Planning, Software Documentation, Leadership, Budgets, Microsoft Excel, PowerPoint, Leadership Development, Business Development, Management, Customer Service, Strategy, Corporate Communications, Brand Development, Logistics, SEM, Account Management, Marketing Communications, Visio, Project Delivery, Financial Services, Process Improvement
Education
National University 2008 — 2010
MBA, Organizational Leadership
San Diego State University-California State University 2002 — 2007
Bachelor of Science, Criminal Justice
Sherri Andersen Sherri Andersen's LPL Financial Experience September 2015 - Present
Job Customer Service Specialist at LPL Financial
Industry Financial Services
Experience
LPL Financial September 2015 - Present
The Hartford April 2014 - Present
JPMorgan Chase February 2010 - November 2013
Jack in the Box December 2008 - November 2009
San Diego Home/Garden Lifestyles Magazine July 2002 - August 2008
Ideal Plumbing, Heating, Air & Electrical July 2000 - August 2002
Skills
The following is a list..., Account Reconciliation, Administrative..., Financial Audits, Compliance, Credit Analysis, Data Analysis, Document Review, Loans, General Ledger, Customer Service, Microsoft Excel, Invoicing, 10 Key, Microsoft Office, Microsoft Word, Nonprofits, Onboarding, Promotions, Quality Assurance, Vendor Management
Education
National University 2005 — 2009
Bachelor's degree, Business/Commerce, General, 4.0
LPL Financial September 2015 - Present
The Hartford April 2014 - Present
JPMorgan Chase February 2010 - November 2013
Jack in the Box December 2008 - November 2009
San Diego Home/Garden Lifestyles Magazine July 2002 - August 2008
Ideal Plumbing, Heating, Air & Electrical July 2000 - August 2002
Skills
The following is a list..., Account Reconciliation, Administrative..., Financial Audits, Compliance, Credit Analysis, Data Analysis, Document Review, Loans, General Ledger, Customer Service, Microsoft Excel, Invoicing, 10 Key, Microsoft Office, Microsoft Word, Nonprofits, Onboarding, Promotions, Quality Assurance, Vendor Management
Education
National University 2005 — 2009
Bachelor's degree, Business/Commerce, General, 4.0
Christopher Close Christopher Close's LPL Financial Experience June 2012 - December 2012
Job Senior Accounts Receivable Specialist at Alliant Insurance Services
Industry Accounting
Experience
Alliant Insurance Services December 2013 - Present
Alliant Insurance Services May 2013 - December 2013
LPL Financial June 2012 - December 2012
Trek Bicycle Superstores May 2011 - August 2011
State Farm Insurance June 2009 - January 2011
Big 5 Sporting Goods June 2007 - August 2007
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Accounting, Time Management, Data Entry, Financial Reporting, Leadership, Team Leadership
Education
Northern Arizona University 2007 — 2012
Bachelor's degree, Accounting
Alliant Insurance Services December 2013 - Present
Alliant Insurance Services May 2013 - December 2013
LPL Financial June 2012 - December 2012
Trek Bicycle Superstores May 2011 - August 2011
State Farm Insurance June 2009 - January 2011
Big 5 Sporting Goods June 2007 - August 2007
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Accounting, Time Management, Data Entry, Financial Reporting, Leadership, Team Leadership
Education
Northern Arizona University 2007 — 2012
Bachelor's degree, Accounting
Gina Steele's LPL Financial Experience April 1996 - December 2007
Job Human Resources and Organizational Managment Consultant
Industry Human Resources
Experience
Self Employed January 2008 - Present
LPL Financial April 1996 - December 2007
Motorola (formerly General Instruments) 1993 - 1996
Hargis + Associates, Inc. 1990 - 1993
University and State Employees Credit Union 1982 - 1990
Skills
Succession Planning, Employee Benefits, Employee Relations, Organizational..., Executive Coaching, Change Management, Deferred Compensation, Onboarding, Strategic Planning, HR Metrics, Talent Management, Human Resources, HRIS, Process Improvement, Executive Pay, Personnel Management, Training, Management, Talent Acquisition, Organizational Design
Education
University of Phoenix
MA, Organizational Management
National University
BA, Behavioral Science with emphasis in Human Resources Management
Self Employed January 2008 - Present
LPL Financial April 1996 - December 2007
Motorola (formerly General Instruments) 1993 - 1996
Hargis + Associates, Inc. 1990 - 1993
University and State Employees Credit Union 1982 - 1990
Skills
Succession Planning, Employee Benefits, Employee Relations, Organizational..., Executive Coaching, Change Management, Deferred Compensation, Onboarding, Strategic Planning, HR Metrics, Talent Management, Human Resources, HRIS, Process Improvement, Executive Pay, Personnel Management, Training, Management, Talent Acquisition, Organizational Design
Education
University of Phoenix
MA, Organizational Management
National University
BA, Behavioral Science with emphasis in Human Resources Management
Jo-Ann Dilay Jo-Ann Dilay's LPL Financial Experience May 2013 - October 2014
Job Financial Planning and Analysis
Industry Medical Devices
Experience
Becton Dickinson November 2014 - Present
LPL Financial May 2013 - October 2014
LPL Financial May 2012 - May 2013
LPL Financial September 2011 - May 2012
Sackett National Holdings March 2011 - August 2011
Law Office of Mitchell Mehdy and Abel Galvan June 2005 - March 2011
Skills
PowerPoint, Accounting, Banking, Financial Analysis, Finance, Microsoft Excel, Financial Modeling, Process Improvement, Cash Management, Financial Reporting, General Ledger, Accounts Receivable, Management, Account Reconciliation, QuickBooks, Access, Strategic Financial..., Forecasting, Analysis, Financial Planning
Education
National University 2008 — 2010
MBA, Business Administration Specialization in Accountancy
San Diego State University-California State University 2005 — 2008
BS, Business Administration
Becton Dickinson November 2014 - Present
LPL Financial May 2013 - October 2014
LPL Financial May 2012 - May 2013
LPL Financial September 2011 - May 2012
Sackett National Holdings March 2011 - August 2011
Law Office of Mitchell Mehdy and Abel Galvan June 2005 - March 2011
Skills
PowerPoint, Accounting, Banking, Financial Analysis, Finance, Microsoft Excel, Financial Modeling, Process Improvement, Cash Management, Financial Reporting, General Ledger, Accounts Receivable, Management, Account Reconciliation, QuickBooks, Access, Strategic Financial..., Forecasting, Analysis, Financial Planning
Education
National University 2008 — 2010
MBA, Business Administration Specialization in Accountancy
San Diego State University-California State University 2005 — 2008
BS, Business Administration
Ralph Martino Ralph Martino's LPL Financial Experience January 2014 - Present
Job Vice President Product Management at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2014 - Present
LPL Financial January 2010 - January 2014
LPL Financial January 2009 - January 2010
LPL Financial February 2008 - January 2009
Harris IT Services February 2007 - February 2008
Multimax March 2006 - February 2007
Netco Government Services November 2002 - March 2006
AT&T June 2000 - November 2002
USN October 1988 - May 1999
Skills
Active Directory, Data Center, Network Architecture, Network Engineering, Disaster Recovery, Microsoft Exchange, Virtualization, Windows Server, VMware, Servers, ITIL, SDLC, DNS, Citrix, Integration, VMware ESX, Vendor Management, Cisco Technologies, F5 BigIP, Team Leadership, Operating Budgets, Telecommunication..., Video Conferencing, Information Technology, DoD Top Secret Clearance, Network Topology, TCP/IP protocols, IT Strategy, System Administration, IT Operations, Infrastructure, Windows, Firewalls, Cloud Computing, DevOps
Education
National University 2002 — 2006
Bachelor's Degree, Information Technology
LPL Financial January 2014 - Present
LPL Financial January 2010 - January 2014
LPL Financial January 2009 - January 2010
LPL Financial February 2008 - January 2009
Harris IT Services February 2007 - February 2008
Multimax March 2006 - February 2007
Netco Government Services November 2002 - March 2006
AT&T June 2000 - November 2002
USN October 1988 - May 1999
Skills
Active Directory, Data Center, Network Architecture, Network Engineering, Disaster Recovery, Microsoft Exchange, Virtualization, Windows Server, VMware, Servers, ITIL, SDLC, DNS, Citrix, Integration, VMware ESX, Vendor Management, Cisco Technologies, F5 BigIP, Team Leadership, Operating Budgets, Telecommunication..., Video Conferencing, Information Technology, DoD Top Secret Clearance, Network Topology, TCP/IP protocols, IT Strategy, System Administration, IT Operations, Infrastructure, Windows, Firewalls, Cloud Computing, DevOps
Education
National University 2002 — 2006
Bachelor's Degree, Information Technology
Eric Boyum, AAMS Eric Boyum, AAMS's LPL Financial Experience 2013 - 2015
Job LPL Financial Advisor, CEO Fortify Financial Services
Industry Financial Services
Experience
Fortify Financial Services April 2013 - Present
LPL Financial 2013 - 2015
Caldwell Rotary Club 2008 - 2014
Edward Jones September 2007 - April 2013
Caldwell Chamber of Commerce 2007 - 2013
REMAX Advantage 2002 - 2007
Up With People 1989 - 1990
Skills
Investments, Retirement, Wealth Accumulation, IRAs, Retirement Planning, Financial Advisory, Fixed Annuities, 401k, 401k Rollovers, Financial Analysis, Investment Advisory, 403 b, AAMS, Asset Allocation, Asset Management, Asset Protection, Bonds, Business Continuity..., Charitable Gift..., Charitable Gift Planning, Charitable Remainder..., Charitable Trusts, Endowments, Endowment Funds, Estate Planning, Intergenerational..., Life Insurance, Long Term Care Insurance, Multi-generational..., Mutual Funds, Portfolio Management, Qualified Retirement..., Roth IRA, Self Directed IRA, SEP IRA, Series 7, Series 66, Simple IRA, Strategic Financial..., Tax Deferred Saving, Tax Free Income, Term Life Insurance, Traditional IRA, Universal Life, Variable Life, Wealth Accumulation..., Wealth Management, Wealth Management..., Wealth Preservation..., Public Speaking
Education
Northwest Nazarene University 1991 — 1994
Speech Communication and Religion
Up With People 1989 — 1990
International Performing Arts
Rochester Community and Technical College 1987 — 1989
Music Teacher Education
Stewartville High School
Fortify Financial Services April 2013 - Present
LPL Financial 2013 - 2015
Caldwell Rotary Club 2008 - 2014
Edward Jones September 2007 - April 2013
Caldwell Chamber of Commerce 2007 - 2013
REMAX Advantage 2002 - 2007
Up With People 1989 - 1990
Skills
Investments, Retirement, Wealth Accumulation, IRAs, Retirement Planning, Financial Advisory, Fixed Annuities, 401k, 401k Rollovers, Financial Analysis, Investment Advisory, 403 b, AAMS, Asset Allocation, Asset Management, Asset Protection, Bonds, Business Continuity..., Charitable Gift..., Charitable Gift Planning, Charitable Remainder..., Charitable Trusts, Endowments, Endowment Funds, Estate Planning, Intergenerational..., Life Insurance, Long Term Care Insurance, Multi-generational..., Mutual Funds, Portfolio Management, Qualified Retirement..., Roth IRA, Self Directed IRA, SEP IRA, Series 7, Series 66, Simple IRA, Strategic Financial..., Tax Deferred Saving, Tax Free Income, Term Life Insurance, Traditional IRA, Universal Life, Variable Life, Wealth Accumulation..., Wealth Management, Wealth Management..., Wealth Preservation..., Public Speaking
Education
Northwest Nazarene University 1991 — 1994
Speech Communication and Religion
Up With People 1989 — 1990
International Performing Arts
Rochester Community and Technical College 1987 — 1989
Music Teacher Education
Stewartville High School
Falen Rodgers Falen Rodgers's LPL Financial Experience November 2013 - Present
Job Integration Manager at LPL Financial
Industry Financial Services
Experience
LPL Financial November 2013 - Present
LPL Financial October 2012 - November 2013
LPL Financial August 2010 - October 2012
Skills
Series 63, FINRA, Financial Analysis, Cash Management, Business Analysis, Customer Service, Microsoft Excel, Strategic Planning, Process Improvement, Access, Series 6, Risk Management, Leadership, Investments, Fixed Income
Education
University of Phoenix 2014 — 2015
Master of Business Administration (M.B.A.)
North Carolina State University - College of Management
Bachelor's degree, Finance and Financial Management Services
Vance High School
LPL Financial November 2013 - Present
LPL Financial October 2012 - November 2013
LPL Financial August 2010 - October 2012
Skills
Series 63, FINRA, Financial Analysis, Cash Management, Business Analysis, Customer Service, Microsoft Excel, Strategic Planning, Process Improvement, Access, Series 6, Risk Management, Leadership, Investments, Fixed Income
Education
University of Phoenix 2014 — 2015
Master of Business Administration (M.B.A.)
North Carolina State University - College of Management
Bachelor's degree, Finance and Financial Management Services
Vance High School
Rahsaan Smith Rahsaan Smith's LPL Financial Experience September 2014 - December 2014
Job ERC Specialist at Windstream
Industry Information Technology and Services
Experience
Windstream April 2015 - Present
Central Piedmont Community College November 2014 - Present
LPL Financial September 2014 - December 2014
Bryant & Stratton College August 2011 - June 2014
Bryant & Stratton College January 2011 - June 2014
Bryant & Stratton College September 2010 - August 2011
Cox Communications May 2007 - May 2008
Skills
•Server 2003, Server..., •Active directory, •Cisco, •Microsoft office (..., •Citrix, •Group policy, •Clear OS, •Windows operating..., •Apple operating..., •iOS, Android, •Meru Wireless, •VOIP, PoE, •Remote Desktop, •VPN, •Microsoft Exchange, •SharePoint, •Troubleshooting, •Customer service..., •Communication, •Self-motivated, •Works well with teams..., Customer Service, Higher Education, Microsoft Exchange, Staff Development, Troubleshooting, VPN, Adult Education, Networking, Public Speaking, Active Directory, Training, Microsoft Office, Remote Desktop, Program Management, Resume Writing, SharePoint
Education
Strayer University 2008 — 2010
Master of Business Administration (M.B.A.), Management Information Systems, General
Norfolk State University 2002 — 2007
Bachelor's Degree, Information Technology
Windstream April 2015 - Present
Central Piedmont Community College November 2014 - Present
LPL Financial September 2014 - December 2014
Bryant & Stratton College August 2011 - June 2014
Bryant & Stratton College January 2011 - June 2014
Bryant & Stratton College September 2010 - August 2011
Cox Communications May 2007 - May 2008
Skills
•Server 2003, Server..., •Active directory, •Cisco, •Microsoft office (..., •Citrix, •Group policy, •Clear OS, •Windows operating..., •Apple operating..., •iOS, Android, •Meru Wireless, •VOIP, PoE, •Remote Desktop, •VPN, •Microsoft Exchange, •SharePoint, •Troubleshooting, •Customer service..., •Communication, •Self-motivated, •Works well with teams..., Customer Service, Higher Education, Microsoft Exchange, Staff Development, Troubleshooting, VPN, Adult Education, Networking, Public Speaking, Active Directory, Training, Microsoft Office, Remote Desktop, Program Management, Resume Writing, SharePoint
Education
Strayer University 2008 — 2010
Master of Business Administration (M.B.A.), Management Information Systems, General
Norfolk State University 2002 — 2007
Bachelor's Degree, Information Technology
Richard Mobley Richard Mobley's LPL Financial Experience June 2014 - August 2015
Job Vice President Senior Business Architecture
Industry Financial Services
Experience
Bank of America August 2015 - Present
LPL Financial June 2014 - August 2015
LPL Financial February 2013 - June 2014
TIAA-CREF November 2010 - October 2012
TIAA-CREF May 2004 - October 2010
AT&T/Lucent March 2001 - 2004
Lucent Technologies 2000 - 2004
Alcatel-Lucent August 1988 - March 2000
AT&T May 1986 - 2000
Skills
Enterprise Architecture, Application Architecture, Strategic Planning, IT Strategy, Architecture, Solution Architecture, SOA, Team Building, Integration Architecture, Integration, Program Management, IT Governance, Team Management, Technology Evaluation, Governance, Technology Roadmapping, Cloud Applications, IT Management, Strategy, Business Analysis, Management, Enterprise Software, Project Management, Vendor Management, Cross-functional Team..., Cloud Computing, SDLC, Software Development, ITIL, Project Portfolio..., Change Management, System Architecture, EAI, Information Technology, Consulting, Technical Architecture, Software Project..., Resource Management, Architectures, PMP, Technical Leadership, Enterprise Architecture...
Education
University of North Carolina at Greensboro 1991 — 1994
Masters, Business Administraton
North Carolina State University 1982 — 1986
BS, Computer Science
University of North Carolina at Wilmington 1982 — 1984
Computer Science
Bank of America August 2015 - Present
LPL Financial June 2014 - August 2015
LPL Financial February 2013 - June 2014
TIAA-CREF November 2010 - October 2012
TIAA-CREF May 2004 - October 2010
AT&T/Lucent March 2001 - 2004
Lucent Technologies 2000 - 2004
Alcatel-Lucent August 1988 - March 2000
AT&T May 1986 - 2000
Skills
Enterprise Architecture, Application Architecture, Strategic Planning, IT Strategy, Architecture, Solution Architecture, SOA, Team Building, Integration Architecture, Integration, Program Management, IT Governance, Team Management, Technology Evaluation, Governance, Technology Roadmapping, Cloud Applications, IT Management, Strategy, Business Analysis, Management, Enterprise Software, Project Management, Vendor Management, Cross-functional Team..., Cloud Computing, SDLC, Software Development, ITIL, Project Portfolio..., Change Management, System Architecture, EAI, Information Technology, Consulting, Technical Architecture, Software Project..., Resource Management, Architectures, PMP, Technical Leadership, Enterprise Architecture...
Education
University of North Carolina at Greensboro 1991 — 1994
Masters, Business Administraton
North Carolina State University 1982 — 1986
BS, Computer Science
University of North Carolina at Wilmington 1982 — 1984
Computer Science
Preston Garner Preston Garner's LPL Financial Experience October 2014 - Present
Job Wealth Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial October 2014 - Present
BB&T March 2006 - September 2014
First Union-Wachovia August 2000 - March 2006
Combined Insurance February 1995 - August 2000
Skills
Financial Planning, Wealth Management, Retirement Planning, Investments, Estate Planning, Portfolio Management, Wealth Preservation..., Life Insurance, Long Term Care Insurance
Education
North Carolina State University 1985 — 1988
Bachelor of Science, Agriculture Business Management
LPL Financial October 2014 - Present
BB&T March 2006 - September 2014
First Union-Wachovia August 2000 - March 2006
Combined Insurance February 1995 - August 2000
Skills
Financial Planning, Wealth Management, Retirement Planning, Investments, Estate Planning, Portfolio Management, Wealth Preservation..., Life Insurance, Long Term Care Insurance
Education
North Carolina State University 1985 — 1988
Bachelor of Science, Agriculture Business Management
Matt Spicer, AIF®, PPC™'s LPL Financial Experience March 2012 - January 2014
Job Regional Vice President at Ascensus
Industry Financial Services
Experience
Ascensus January 2014 - Present
LPL Financial March 2012 - January 2014
John Hancock Life Insurance Company (U.S.A.) March 2011 - March 2012
Great-West Retirement Services 2007 - 2010
Skills
Series 63, Mutual Funds, 401k, Retirement Plan..., Retirement, Investment Advisory, Retirement Planning, Series 6, Asset Allocation, Defined Benefit, ERISA, Defined Contribution, Qualified Retirement..., Profit Sharing
Education
North Central College 2003 — 2007
B.A., Management, Spanish Minor
Ascensus January 2014 - Present
LPL Financial March 2012 - January 2014
John Hancock Life Insurance Company (U.S.A.) March 2011 - March 2012
Great-West Retirement Services 2007 - 2010
Skills
Series 63, Mutual Funds, 401k, Retirement Plan..., Retirement, Investment Advisory, Retirement Planning, Series 6, Asset Allocation, Defined Benefit, ERISA, Defined Contribution, Qualified Retirement..., Profit Sharing
Education
North Central College 2003 — 2007
B.A., Management, Spanish Minor
Leann Coppola, CMP Leann Coppola, CMP's LPL Financial Experience November 2006 - Present
Job Assistant Vice President at LPL Financial
Industry Financial Services
Experience
LPL Financial November 2006 - Present
Imprivata September 2005 - June 2006
The Commonwealth Institute June 2004 - December 2004
Skills
Event Management, Corporate Events, Fundraising, Marketing Strategy, Non-profits, Sponsorship, Event Planning, Marketing Communications, Marketing, Email Marketing, Public Relations
Education
Northeastern University 2001 — 2006
Bachelor of Science, Business Administration
LPL Financial November 2006 - Present
Imprivata September 2005 - June 2006
The Commonwealth Institute June 2004 - December 2004
Skills
Event Management, Corporate Events, Fundraising, Marketing Strategy, Non-profits, Sponsorship, Event Planning, Marketing Communications, Marketing, Email Marketing, Public Relations
Education
Northeastern University 2001 — 2006
Bachelor of Science, Business Administration
Joseph Boyle's LPL Financial Experience October 2013 - February 2014
Job Health Care Reform | Individual Business and Public Exchange Operations
Industry Government Relations
Experience
Yelp August 2015 - Present
Aetna May 2015 - Present
Yelp October 2014 - Present
Alzheimer's Association® September 2014 - Present
Aetna September 2014 - May 2015
Northwest Community Bank August 2010 - May 2014
LPL Financial October 2013 - February 2014
Northwestern Mutual June 2013 - July 2013
Best Buy June 2010 - February 2011
Skills
Finance, Banking, Customer Service, Sales, Microsoft Office, Retail Banking, Loans, Financial Analysis, Portfolio Management, Insurance, Cash Management, Microsoft Excel, Customer Satisfaction, PowerPoint, Teamwork, Communication, Microsoft Word, Credit, Time Management, Financial Risk, Training, Relationship Management, Travel, Mutual Funds, Accounting, Cross Selling, Account Reconciliation, Payments, Deposits, Bonds, Financial Services, Team Building, Lines Of Credit, Branch Banking, Life Claims, Disability Claims, Medical Applications, Healthcare
Education
Patten University 2014 — 2015
Master of Business Administration (M.B.A.), Strategic Management
Regent's University London 2014 — 2014
International Finance, 4.0
University of Hartford 2012 — 2014
BSBA, Economics and Finance, 3.33 GPA
Northwestern Connecticut Community College 2010 — 2012
Associate's degree, Sales, Distribution, and Marketing Operations, General
Yelp August 2015 - Present
Aetna May 2015 - Present
Yelp October 2014 - Present
Alzheimer's Association® September 2014 - Present
Aetna September 2014 - May 2015
Northwest Community Bank August 2010 - May 2014
LPL Financial October 2013 - February 2014
Northwestern Mutual June 2013 - July 2013
Best Buy June 2010 - February 2011
Skills
Finance, Banking, Customer Service, Sales, Microsoft Office, Retail Banking, Loans, Financial Analysis, Portfolio Management, Insurance, Cash Management, Microsoft Excel, Customer Satisfaction, PowerPoint, Teamwork, Communication, Microsoft Word, Credit, Time Management, Financial Risk, Training, Relationship Management, Travel, Mutual Funds, Accounting, Cross Selling, Account Reconciliation, Payments, Deposits, Bonds, Financial Services, Team Building, Lines Of Credit, Branch Banking, Life Claims, Disability Claims, Medical Applications, Healthcare
Education
Patten University 2014 — 2015
Master of Business Administration (M.B.A.), Strategic Management
Regent's University London 2014 — 2014
International Finance, 4.0
University of Hartford 2012 — 2014
BSBA, Economics and Finance, 3.33 GPA
Northwestern Connecticut Community College 2010 — 2012
Associate's degree, Sales, Distribution, and Marketing Operations, General
Isha Mcknight Isha Mcknight's LPL Financial Experience June 2007 - Present
Job Supervisor New Accounts at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2007 - Present
E*TRADE Financial May 2006 - January 2007
E*TRADE Financial March 2006 - June 2006
Skills
Investments, Securities, Financial Services, Retirement, Series 99, Customer Service, Process Improvement, Technology
Education
North Carolina Agricultural and Technical State University 2000 — 2004
Bachelor of Science (BS), Computer Science
LPL Financial June 2007 - Present
E*TRADE Financial May 2006 - January 2007
E*TRADE Financial March 2006 - June 2006
Skills
Investments, Securities, Financial Services, Retirement, Series 99, Customer Service, Process Improvement, Technology
Education
North Carolina Agricultural and Technical State University 2000 — 2004
Bachelor of Science (BS), Computer Science
Don Skadow CLU® ChFC® Don Skadow CLU® ChFC®'s LPL Financial Experience January 2013 - Present
Job Financial Advisor at LPL Financial | Insurance, Retirement & Investment Services
Industry Financial Services
Experience
LPL Financial January 2013 - Present
Skills
Strategic Financial..., Investments, Strategy, Life Insurance, Real Estate Financing, Business Strategy, Manage Client..., Financial Planners, Personal Financial..., Personal Finance, Strategic Planning, Financial Services, Investment Strategies, Growth Investing, Growth Strategies
Education
Northern Illinois University 1975 — 1979
Bachelor of Applied Science (BASc)
LPL Financial January 2013 - Present
Skills
Strategic Financial..., Investments, Strategy, Life Insurance, Real Estate Financing, Business Strategy, Manage Client..., Financial Planners, Personal Financial..., Personal Finance, Strategic Planning, Financial Services, Investment Strategies, Growth Investing, Growth Strategies
Education
Northern Illinois University 1975 — 1979
Bachelor of Applied Science (BASc)
Dominic Lopez Dominic Lopez's LPL Financial Experience December 2013 - Present
Job Service Center 360 Represntative at LPL Financial
Industry Financial Services
Experience
LPL Financial December 2013 - Present
Poway Honda February 2013 - July 2013
Walmart April 2006 - February 2013
LPL Financial June 2011 - July 2012
LPL February 2011 - June 2011
First Allied Securities July 2006 - October 2009
LPL December 1999 - July 2006
Accredited Home Lenders January 1998 - December 2000
BankAmerica Housing Services 1989 - 2000
Skills
Microsoft Office, Sales Management, Customer Service, Call Center Development, Human Resources, Training, Call Center, Analysis, Banking, Mutual Funds, Retail, Leadership, PowerPoint, Microsoft Word, Microsoft Excel, Vendor Management, Business Analysis, Team Building, Recruiting, Access, Employee Relations, Project Management, New Business Development, Visio, Process Improvement, Finance, Insurance, Call Centers
Education
University of Phoenix 1996 — 1998
MBA, Finance
National University 1981 — 1984
BBA, Finance
LPL Financial December 2013 - Present
Poway Honda February 2013 - July 2013
Walmart April 2006 - February 2013
LPL Financial June 2011 - July 2012
LPL February 2011 - June 2011
First Allied Securities July 2006 - October 2009
LPL December 1999 - July 2006
Accredited Home Lenders January 1998 - December 2000
BankAmerica Housing Services 1989 - 2000
Skills
Microsoft Office, Sales Management, Customer Service, Call Center Development, Human Resources, Training, Call Center, Analysis, Banking, Mutual Funds, Retail, Leadership, PowerPoint, Microsoft Word, Microsoft Excel, Vendor Management, Business Analysis, Team Building, Recruiting, Access, Employee Relations, Project Management, New Business Development, Visio, Process Improvement, Finance, Insurance, Call Centers
Education
University of Phoenix 1996 — 1998
MBA, Finance
National University 1981 — 1984
BBA, Finance
Grayson Smith, CBCP Grayson Smith, CBCP's LPL Financial Experience June 2014 - Present
Job
Industry Financial Services
Experience
LPL Financial June 2014 - Present
Bank of America November 2013 - June 2014
Agility Recovery Solutions August 2011 - October 2013
Corporate Risk Management November 2008 - February 2011
Next Level Prep January 2006 - December 2010
State Farm Insurance January 2007 - September 2008
Carolina Benefit Associates October 2002 - December 2006
Skills
Insurance, Marketing, Consulting, Proposal Writing, Policy Analysis, Benefits Administration, Management Consulting, Property & Casualty..., Customer Service, Strategic Planning, Sales, Outlook, Public Speaking, Social Media, Risk Management, Project Management, Account Management, Microsoft Office, PowerPoint, Research, Salesforce.com
Education
Queens University of Charlotte 2007 — 2010
BA, Organizational Communications
North Carolina State University 1994 — 2001
Sports Management
LPL Financial June 2014 - Present
Bank of America November 2013 - June 2014
Agility Recovery Solutions August 2011 - October 2013
Corporate Risk Management November 2008 - February 2011
Next Level Prep January 2006 - December 2010
State Farm Insurance January 2007 - September 2008
Carolina Benefit Associates October 2002 - December 2006
Skills
Insurance, Marketing, Consulting, Proposal Writing, Policy Analysis, Benefits Administration, Management Consulting, Property & Casualty..., Customer Service, Strategic Planning, Sales, Outlook, Public Speaking, Social Media, Risk Management, Project Management, Account Management, Microsoft Office, PowerPoint, Research, Salesforce.com
Education
Queens University of Charlotte 2007 — 2010
BA, Organizational Communications
North Carolina State University 1994 — 2001
Sports Management
Sal Zambito's LPL Financial Experience January 2006 - June 2014
Job Senior Vice President at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2006 - June 2014
LPL Financial December 2000 - December 2005
Scudder Investments January 1999 - February 2000
KPMG March 1995 - October 1998
Fidelity Investments January 1994 - March 1995
KPMG December 1989 - January 1994
Education
Northeastern University
BS, Finance
LPL Financial January 2006 - June 2014
LPL Financial December 2000 - December 2005
Scudder Investments January 1999 - February 2000
KPMG March 1995 - October 1998
Fidelity Investments January 1994 - March 1995
KPMG December 1989 - January 1994
Education
Northeastern University
BS, Finance
Anthony Marchesi, CEP®, AIF® Anthony Marchesi, CEP®, AIF®'s LPL Financial Experience March 2000 - Present
Job Investment Manager
Industry Financial Services
Experience
LPL Financial March 2000 - Present
Alliance Home Loans August 2013 - Present
Skills
Investments, Wealth Management, Mortgage Lending, Series 7, Securities, Finance, Financial Advisory, Insurance, Investment Properties, Estate Planning, Series 63, Refinance, Real Estate, Loan Origination, Real Estate Transactions, Portfolio Management, Financial Services
Education
Northern Arizona University, College of Business Administration
Bachelor of Business Administration (B.B.A.), Finance
LPL Financial March 2000 - Present
Alliance Home Loans August 2013 - Present
Skills
Investments, Wealth Management, Mortgage Lending, Series 7, Securities, Finance, Financial Advisory, Insurance, Investment Properties, Estate Planning, Series 63, Refinance, Real Estate, Loan Origination, Real Estate Transactions, Portfolio Management, Financial Services
Education
Northern Arizona University, College of Business Administration
Bachelor of Business Administration (B.B.A.), Finance
Robin Hueston Medve Robin Hueston Medve's LPL Financial Experience January 2014 - Present
Job Traffic Manager/Marketing Consultant
Industry Marketing and Advertising
Experience
LPL Financial January 2014 - Present
Union Bank (Contractor) June 2013 - December 2013
Asset Marketing Systems January 2010 - January 2013
Asset Marketing Systems May 2007 - January 2010
efi Sports Medicine (Contractor) November 2006 - May 2007
Award Center Hawaii, Inc. February 2006 - October 2006
PC Mall March 2005 - January 2006
Creative Direct Marketing Group, Inc. July 2004 - May 2005
GSS Communications (Contractor) March 2004 - July 2004
Office Depot / Viking Office Products January 2002 - March 2004
Skills
Integrated Marketing, Managing Creative Teams, Project Management, Blogging, Email Marketing, Web Marketing, Direct Marketing, Direct Mail, Print Production..., Market Research
Education
National University 1999 — 2002
Bachelor of Business Administration (B.B.A.), Marketing
LPL Financial January 2014 - Present
Union Bank (Contractor) June 2013 - December 2013
Asset Marketing Systems January 2010 - January 2013
Asset Marketing Systems May 2007 - January 2010
efi Sports Medicine (Contractor) November 2006 - May 2007
Award Center Hawaii, Inc. February 2006 - October 2006
PC Mall March 2005 - January 2006
Creative Direct Marketing Group, Inc. July 2004 - May 2005
GSS Communications (Contractor) March 2004 - July 2004
Office Depot / Viking Office Products January 2002 - March 2004
Skills
Integrated Marketing, Managing Creative Teams, Project Management, Blogging, Email Marketing, Web Marketing, Direct Marketing, Direct Mail, Print Production..., Market Research
Education
National University 1999 — 2002
Bachelor of Business Administration (B.B.A.), Marketing
Candice Pegues Candice Pegues's LPL Financial Experience July 2010 - April 2012
Job Vice President; Programmer Professional Markets at Bank of America
Industry Computer Software
Experience
Bank of America April 2013 - Present
Hewlett-Packard at Center for Disease Control and Prevention December 2012 - April 2013
LPL Financial July 2010 - April 2012
S1 Corporation May 2006 - December 2009
Skills
Java Enterprise Edition, C#, JSP, SQL, Agile Methodologies, Microsoft SQL Server, Hibernate, Java, JSF, Liferay, Portals, Vignette Portal, SOAP, Spring, Servlets, Struts, Web Services, Databases, Unix
Education
University of North Carolina at Charlotte 2004 — 2006
Computer Science, Data Structures, Java, Physics, Statistics
North Carolina Central University 2001 — 2003
Computer Science
Bank of America April 2013 - Present
Hewlett-Packard at Center for Disease Control and Prevention December 2012 - April 2013
LPL Financial July 2010 - April 2012
S1 Corporation May 2006 - December 2009
Skills
Java Enterprise Edition, C#, JSP, SQL, Agile Methodologies, Microsoft SQL Server, Hibernate, Java, JSF, Liferay, Portals, Vignette Portal, SOAP, Spring, Servlets, Struts, Web Services, Databases, Unix
Education
University of North Carolina at Charlotte 2004 — 2006
Computer Science, Data Structures, Java, Physics, Statistics
North Carolina Central University 2001 — 2003
Computer Science
Grace Boudreaux's LPL Financial Experience 2006 - 2013
Job Operations Manager @ LPL Financial DL Wealth Management
Industry Financial Services
Experience
DL Wealth Management October 2006 - Present
LPL FINANCIAL 2006 - 2013
Louisiana Medical Malpractice Insurance Company February 2003 - October 2006
Bourgeois Bennett CPA September 1993 - February 2003
Skills
Leadership, Budgets, Accounting, Investments, Small Business, Customer Service, Wealth Management, Accounts Payable, Financial Reporting, Public Speaking, Insurance, Banking, QuickBooks, New Business Development, Process Improvement, Management, Operations Management, Program Management, Business Planning, Strategic Planning, Spreadsheets, Auditing, Marketing, Microsoft Excel, Payroll, Microsoft Word, Sales, Finance, Bookkeeping, Microsoft Office, Supervisory Skills, Team Building, Training, Outlook, Financial Analysis
Education
University of Phoneix 2003 — 2008
BSM, Management
South Terrebonne High School 1987 — 1989
Diploma
VCH 1984 — 1987
Nicholls State University
DL Wealth Management October 2006 - Present
LPL FINANCIAL 2006 - 2013
Louisiana Medical Malpractice Insurance Company February 2003 - October 2006
Bourgeois Bennett CPA September 1993 - February 2003
Skills
Leadership, Budgets, Accounting, Investments, Small Business, Customer Service, Wealth Management, Accounts Payable, Financial Reporting, Public Speaking, Insurance, Banking, QuickBooks, New Business Development, Process Improvement, Management, Operations Management, Program Management, Business Planning, Strategic Planning, Spreadsheets, Auditing, Marketing, Microsoft Excel, Payroll, Microsoft Word, Sales, Finance, Bookkeeping, Microsoft Office, Supervisory Skills, Team Building, Training, Outlook, Financial Analysis
Education
University of Phoneix 2003 — 2008
BSM, Management
South Terrebonne High School 1987 — 1989
Diploma
VCH 1984 — 1987
Nicholls State University
Nena Chhoum Nena Chhoum's LPL Financial Experience August 2013 - Present
Job at
Industry Financial Services
Experience
LPL Financial August 2013 - Present
LPL Financial January 2012 - August 2013
LPL Financial January 2007 - February 2012
Mr. Ticket July 2004 - January 2007
Skills
Mutual Funds, Process Improvement, Financial Analysis, Microsoft Excel, Customer Service, Access, Outlook, Project Management, Microsoft Office, PowerPoint
Education
National University 2011 — 2015
Bachelor of Arts, Business Management
LPL Financial August 2013 - Present
LPL Financial January 2012 - August 2013
LPL Financial January 2007 - February 2012
Mr. Ticket July 2004 - January 2007
Skills
Mutual Funds, Process Improvement, Financial Analysis, Microsoft Excel, Customer Service, Access, Outlook, Project Management, Microsoft Office, PowerPoint
Education
National University 2011 — 2015
Bachelor of Arts, Business Management
Debra Bond's LPL Financial Experience January 1999 - May 2000
Job Program Manager
Industry Information Technology and Services
Experience
City of San Diego August 2008 - Present
San Diego Data Processing Corporation May 2000 - July 2008
LPL Financial January 1999 - May 2000
CCN 1997 - 1999
Skills
Business Intelligence, Lean Six Sigma for IT, Public sector..., Enterprise Architecture, Business Process, Software Project..., Vendor Management, Integration, CRM, Management, Process Improvement, SAP, Project Planning, ERP, SharePoint, Strategy, Leadership, Enterprise Software, Outsourcing, SDLC, Software Development
Education
UCSD
Computer Science
San Diego State University-California State University
MBA work
National University
BS, Business
Hilltop High School
City of San Diego August 2008 - Present
San Diego Data Processing Corporation May 2000 - July 2008
LPL Financial January 1999 - May 2000
CCN 1997 - 1999
Skills
Business Intelligence, Lean Six Sigma for IT, Public sector..., Enterprise Architecture, Business Process, Software Project..., Vendor Management, Integration, CRM, Management, Process Improvement, SAP, Project Planning, ERP, SharePoint, Strategy, Leadership, Enterprise Software, Outsourcing, SDLC, Software Development
Education
UCSD
Computer Science
San Diego State University-California State University
MBA work
National University
BS, Business
Hilltop High School
H. L. Russ Russell's LPL Financial Experience June 2011 - Present
Job Senior Release Engineer at LPL Financial
Industry Information Technology and Services
Experience
LPL Financial June 2011 - Present
Alpine Automation December 2010 - June 2011
Audatex a Solera Company June 2009 - July 2010
EDS March 2001 - January 2009
EDS March 2001 - January 2009
EDS March 2001 - January 2009
Skills
Testing, C++, JavaScript, DB2, Access, Release Engineering, Release Management, Software Development, Windows Server, ITIL, VMware, Storage Area Networks, Data Center, Integration, Servers, Security, NAS, Storage, Microsoft SQL Server, Solution Architecture, System Deployment, HP, Databases, Microsoft Exchange, SAN, Enterprise Software, Troubleshooting, Technical Support, MS Project, Networking, Disaster Recovery, Hardware, Windows, Program Management, Software Installation, System Administration, SharePoint, IT Service Management, Virtualization, Infrastructure, IIS, VMware ESX, Unix, Solaris, Enterprise Architecture, IT Management, IT Operations
Education
National University 1992 — 1994
MBA, Business
National University 1990 — 1992
BSCS, Software Engineering
Grossmont Community College 1988 — 1990
AA, Liberal Arts
LPL Financial June 2011 - Present
Alpine Automation December 2010 - June 2011
Audatex a Solera Company June 2009 - July 2010
EDS March 2001 - January 2009
EDS March 2001 - January 2009
EDS March 2001 - January 2009
Skills
Testing, C++, JavaScript, DB2, Access, Release Engineering, Release Management, Software Development, Windows Server, ITIL, VMware, Storage Area Networks, Data Center, Integration, Servers, Security, NAS, Storage, Microsoft SQL Server, Solution Architecture, System Deployment, HP, Databases, Microsoft Exchange, SAN, Enterprise Software, Troubleshooting, Technical Support, MS Project, Networking, Disaster Recovery, Hardware, Windows, Program Management, Software Installation, System Administration, SharePoint, IT Service Management, Virtualization, Infrastructure, IIS, VMware ESX, Unix, Solaris, Enterprise Architecture, IT Management, IT Operations
Education
National University 1992 — 1994
MBA, Business
National University 1990 — 1992
BSCS, Software Engineering
Grossmont Community College 1988 — 1990
AA, Liberal Arts
Logan Galli, CPWA®, CIMA®, AIF®'s LPL Financial Experience February 2012 - Present
Job Vice President Regional Advisory Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial February 2012 - Present
LPL Financial January 2009 - February 2012
LPL Financial Services January 2007 - July 2009
LPL Financial Services March 2004 - January 2007
American Home Mortgage August 2002 - March 2004
Skills
High Net Worth..., Retirement Planning, Mutual Funds, Series 7, Wealth Management, Investments, Asset Allocation, Securities, Asset Management, FINRA
Education
Northeastern University 2000 — 2002
BS, Economics
Utah State University 1997 — 2000
LPL Financial February 2012 - Present
LPL Financial January 2009 - February 2012
LPL Financial Services January 2007 - July 2009
LPL Financial Services March 2004 - January 2007
American Home Mortgage August 2002 - March 2004
Skills
High Net Worth..., Retirement Planning, Mutual Funds, Series 7, Wealth Management, Investments, Asset Allocation, Securities, Asset Management, FINRA
Education
Northeastern University 2000 — 2002
BS, Economics
Utah State University 1997 — 2000
Jay Clever Jay Clever's LPL Financial Experience September 2004 - February 2006
Job Senior Contract Specialist at Citizens Financial Group, Inc.
Industry Management Consulting
Experience
Citizens Financial Group, Inc. April 2014 - Present
Citizens Bank November 2013 - March 2014
Citizens Bank August 2012 - October 2013
Inward Strategic Consulting March 2011 - April 2012
Nova Consulting, Inc. February 2006 - January 2010
LPL Financial September 2004 - February 2006
NOVA CONSULTING, INC February 2002 - September 2004
Fidelity Capital Markets March 1997 - October 2001
Pershing Trading Co. (Div. Pershing) September 1995 - March 1997
PC Financial Network 1994 - 1995
Skills
Operations, Intellectual Property, HR Policies, IT Operations, Contract Management, Financial Operations, Accounts Payable, Accounts Receivable, Vendor Management, Payroll Administration, Employee Benefits, Strategic Planning, Contract Negotiation, Temporary Placement, Payroll, Risk Management, Forecasting, Analysis, Budgets, Financial Risk, Project Management, Cash Management, Financial Analysis, Management, Finance, Training, Financial Services, Securities, Human Resources, Management Consulting, Business Planning, Trading, Options, Investments, Equities, Banking, Portfolio Management, Fixed Income, Mutual Funds, Executive Management, Strategy, Program Management, Insurance, CRM, Accounting, Auditing, Due Diligence, Financial Modeling, Mergers & Acquisitions, Software Documentation
Education
Providence College 2002 — 2003
MBA, Finance
University of Massachusetts at Lowell 1990 — 1991
BS, Marketing
NYU 1989 — 1990
Bachelor's degree, Business Administration and Management, General
Western New England College 1987 — 1989
Bachelor of Commerce (B.Com.), Economics
Acton Boxboro Regional High School 1983 — 1987
High School Diploma
Citizens Financial Group, Inc. April 2014 - Present
Citizens Bank November 2013 - March 2014
Citizens Bank August 2012 - October 2013
Inward Strategic Consulting March 2011 - April 2012
Nova Consulting, Inc. February 2006 - January 2010
LPL Financial September 2004 - February 2006
NOVA CONSULTING, INC February 2002 - September 2004
Fidelity Capital Markets March 1997 - October 2001
Pershing Trading Co. (Div. Pershing) September 1995 - March 1997
PC Financial Network 1994 - 1995
Skills
Operations, Intellectual Property, HR Policies, IT Operations, Contract Management, Financial Operations, Accounts Payable, Accounts Receivable, Vendor Management, Payroll Administration, Employee Benefits, Strategic Planning, Contract Negotiation, Temporary Placement, Payroll, Risk Management, Forecasting, Analysis, Budgets, Financial Risk, Project Management, Cash Management, Financial Analysis, Management, Finance, Training, Financial Services, Securities, Human Resources, Management Consulting, Business Planning, Trading, Options, Investments, Equities, Banking, Portfolio Management, Fixed Income, Mutual Funds, Executive Management, Strategy, Program Management, Insurance, CRM, Accounting, Auditing, Due Diligence, Financial Modeling, Mergers & Acquisitions, Software Documentation
Education
Providence College 2002 — 2003
MBA, Finance
University of Massachusetts at Lowell 1990 — 1991
BS, Marketing
NYU 1989 — 1990
Bachelor's degree, Business Administration and Management, General
Western New England College 1987 — 1989
Bachelor of Commerce (B.Com.), Economics
Acton Boxboro Regional High School 1983 — 1987
High School Diploma
Steve Powers, CFA Steve Powers, CFA's LPL Financial Experience June 2010 - December 2012
Job Director, Portfolio Specialist Aegon USA Investment Management
Industry Investment Management
Experience
Aegon USA Investment Management November 2014 - Present
Incapital January 2013 - November 2014
LPL Financial June 2010 - December 2012
Evergreen Investment Management January 2004 - January 2011
Evergreen Investments January 2004 - May 2006
Merrill Lynch Global Private Client Group June 2002 - October 2003
Wachovia Private Financial January 2001 - June 2002
First Union Brokerage Services December 1997 - January 2001
Skills
Portfolio Management, Mutual Funds, Investments, Alternative Investments, Wealth Management, Investment Management, ETFs, Retirement Planning, Fixed Income, Separately Managed..., Securities, Relationship Management, Equities, Investment Advisory, CRM, Business Development, Business Strategy, Estate Planning, Competitive Analysis, New Business Development
Education
North Carolina State University 1989 — 1993
Bachelor of Arts, Economics; Business Administration; Finance
North Carolina State University - College of Management 1989 — 1993
B.A., Economics
Aegon USA Investment Management November 2014 - Present
Incapital January 2013 - November 2014
LPL Financial June 2010 - December 2012
Evergreen Investment Management January 2004 - January 2011
Evergreen Investments January 2004 - May 2006
Merrill Lynch Global Private Client Group June 2002 - October 2003
Wachovia Private Financial January 2001 - June 2002
First Union Brokerage Services December 1997 - January 2001
Skills
Portfolio Management, Mutual Funds, Investments, Alternative Investments, Wealth Management, Investment Management, ETFs, Retirement Planning, Fixed Income, Separately Managed..., Securities, Relationship Management, Equities, Investment Advisory, CRM, Business Development, Business Strategy, Estate Planning, Competitive Analysis, New Business Development
Education
North Carolina State University 1989 — 1993
Bachelor of Arts, Economics; Business Administration; Finance
North Carolina State University - College of Management 1989 — 1993
B.A., Economics
Jason Lovell's LPL Financial Experience May 2013 - Present
Job Assistant Vice President, Service360 at LPL Financial
Industry Investment Management
Experience
LPL Financial May 2013 - Present
LPL Financial November 2012 - May 2013
LPL Financial October 2011 - November 2012
LPL Financial July 2010 - October 2011
LPL Financial October 2007 - July 2010
UVEST Financial Services December 2003 - January 2008
Wachovia Securities, LLC September 1998 - December 2003
Skills
Series 7, Wealth Management, Mutual Funds, Series 63, Investments, Securities, Retirement Planning, Financial Services, Strategic Financial..., Insurance, Asset Managment, Investment Advisory, Fixed Annuities, 401k, Retirement, Leadership, Training, FINRA, Stocks
Education
North Carolina State University 1993 — 1997
BS, Zoology
LPL Financial May 2013 - Present
LPL Financial November 2012 - May 2013
LPL Financial October 2011 - November 2012
LPL Financial July 2010 - October 2011
LPL Financial October 2007 - July 2010
UVEST Financial Services December 2003 - January 2008
Wachovia Securities, LLC September 1998 - December 2003
Skills
Series 7, Wealth Management, Mutual Funds, Series 63, Investments, Securities, Retirement Planning, Financial Services, Strategic Financial..., Insurance, Asset Managment, Investment Advisory, Fixed Annuities, 401k, Retirement, Leadership, Training, FINRA, Stocks
Education
North Carolina State University 1993 — 1997
BS, Zoology
Michael Bila Michael Bila's LPL Financial Experience July 2013 - Present
Job Assistant Vice PresidentSoftware Development
Industry Financial Services
Experience
LPL Financial July 2013 - Present
Bits and Bytes Constulting January 2009 - Present
Bank of America January 2007 - July 2013
ettain group August 2006 - January 2007
Symbol Technologies Inc January 2002 - August 2006
The NPD Group, Inc January 1997 - May 2002
Skills
C#, ASP.NET, VB.NET, Database Design, Microsoft SQL Server, Databases, Software Development, Oracle, Integration, .NET, UML, Requirements Analysis, Servers, Web Applications, Web Services, SDLC, Windows Server, AJAX, Enterprise Architecture, Visual Basic, Requirements Gathering, C++, Crystal Reports, Windows, ASP, Operating Systems, Security, T-SQL, IT Service Management, SSIS, Eclipse, Software Project..., IIS, SQL, Visio
Education
Strayer University 2004 — 2009
B.S, Computer Information Systems
SUNY FarmingdaleSpring 2000 — 2000
B.S, Computer Information Systems
Nassau Community College 1997 — 1999
A.A, Liberal Arts / Humanities
LPL Financial July 2013 - Present
Bits and Bytes Constulting January 2009 - Present
Bank of America January 2007 - July 2013
ettain group August 2006 - January 2007
Symbol Technologies Inc January 2002 - August 2006
The NPD Group, Inc January 1997 - May 2002
Skills
C#, ASP.NET, VB.NET, Database Design, Microsoft SQL Server, Databases, Software Development, Oracle, Integration, .NET, UML, Requirements Analysis, Servers, Web Applications, Web Services, SDLC, Windows Server, AJAX, Enterprise Architecture, Visual Basic, Requirements Gathering, C++, Crystal Reports, Windows, ASP, Operating Systems, Security, T-SQL, IT Service Management, SSIS, Eclipse, Software Project..., IIS, SQL, Visio
Education
Strayer University 2004 — 2009
B.S, Computer Information Systems
SUNY FarmingdaleSpring 2000 — 2000
B.S, Computer Information Systems
Nassau Community College 1997 — 1999
A.A, Liberal Arts / Humanities
Eric Powers Eric Powers's LPL Financial Experience 2012 - Present
Job Wealth Advisor/Financial Planner at LPL Financial
Industry Financial Services
Experience
LPL Financial 2012 - Present
Barnum Financial Group 2008 - 2012
Bank of America 2004 - 2008
Education
Northern Arizona University
Bachelor of Science (BS), Advertising
American College
Highlights of Professional Training
ELHS
ELHS
ELHS
ELHS
LPL Financial 2012 - Present
Barnum Financial Group 2008 - 2012
Bank of America 2004 - 2008
Education
Northern Arizona University
Bachelor of Science (BS), Advertising
American College
Highlights of Professional Training
ELHS
ELHS
ELHS
ELHS
Stacy R Mehlman Stacy R Mehlman's LPL Financial Experience August 2012 - January 2015
Job Technical Analyst / Coordinator at LPL Financial Actively seeking new employment
Industry Information Technology and Services
Experience
LPL Financial August 2012 - January 2015
LPL Financial August 2012 - January 2015
* August 2012 - January 2015
LPL Financial August 2012 - January 2014
TIAA-CREF February 2011 - August 2011
Vanguard Investment June 2009 - August 2010
BB&T October 2008 - December 2008
Wachovia Bank April 2007 - August 2008
Skills
Technical Support, SharePoint, Windows 7, Databases, Windows XP, Troubleshooting, XP, VPN, Software Documentation, Mobile Devices, Operating Systems, Computer Hardware, Security, Software Installation, Networking, Blackberry Enterprise..., Hardware, Lotus Notes, Integration, Testing, Windows, Quality Assurance, Blackberry, Visio, Information Technology, Active Directory, Laptops, Android, Project Management, Project Coordination, technical coordinator, Technical Analysis, User Acceptance Testing, Manual Testing, Asset Management
Education
Northeastern University 1981 — 1984
Communications
New York Institute of Technology
BA, Commuincation
LPL Financial August 2012 - January 2015
LPL Financial August 2012 - January 2015
* August 2012 - January 2015
LPL Financial August 2012 - January 2014
TIAA-CREF February 2011 - August 2011
Vanguard Investment June 2009 - August 2010
BB&T October 2008 - December 2008
Wachovia Bank April 2007 - August 2008
Skills
Technical Support, SharePoint, Windows 7, Databases, Windows XP, Troubleshooting, XP, VPN, Software Documentation, Mobile Devices, Operating Systems, Computer Hardware, Security, Software Installation, Networking, Blackberry Enterprise..., Hardware, Lotus Notes, Integration, Testing, Windows, Quality Assurance, Blackberry, Visio, Information Technology, Active Directory, Laptops, Android, Project Management, Project Coordination, technical coordinator, Technical Analysis, User Acceptance Testing, Manual Testing, Asset Management
Education
Northeastern University 1981 — 1984
Communications
New York Institute of Technology
BA, Commuincation
Kamal Kaur Kamal Kaur's LPL Financial Experience December 2013 - Present
Job AVP, Development at LPL Financial
Industry Computer Software
Experience
LPL Financial December 2013 - Present
LPL Financial June 2007 - Present
Silicon Space, Inc. September 2005 - 2008
NIIT Technologies Limited June 2003 - September 2005
NIIT Technologies Limited October 1999 - November 2001
Manak Software Pvt. May 1998 - September 1999
Skills
WCF, .NET, Microsoft SQL Server, SDLC, Software Project..., Business Intelligence, Requirements Analysis, Software Development, ASP.NET, Agile Methodologies, Agile Project Management, Business Analysis, C#, Data Modeling, Data Warehousing, ETL, Database Design, Enterprise Architecture, IIS, Integration, Project Management, SOA, SQL, SSRS, SharePoint, Solution Architecture, Systems Analysis, T-SQL, TFS, Vendor Management, Visio, XML, Web Services, SSIS, Scrum, Web Applications
Education
KSOU, Bangalore, India 2004 — 2005
M.Sc. (Information Technology), Project Management, Client Server Computing, E-Commerce & Internet Programming, A
Microsoft Certification 2004 — 2005
MCSD (Microsoft Certified Solution Developer), Visual Basic, SQL Server, Microsoft Windows Architecture, A
Institute of Management Technologies(IMT), Ghaziabad, India 2001 — 2005
Post Graduate Diploma in Business Management, International Marketing, Global Human Resource Mgt., International Trade Technology Management, Inte, A
National Institute of Information Technology 1996 — 2001
GNIIT, NIIT (Equivalent to Masters in Computer Applications), Software Engineering: RDBMS, Software Engineering, C++, VB, VC++, VJ, ASP, Unix, A
LPL Financial December 2013 - Present
LPL Financial June 2007 - Present
Silicon Space, Inc. September 2005 - 2008
NIIT Technologies Limited June 2003 - September 2005
NIIT Technologies Limited October 1999 - November 2001
Manak Software Pvt. May 1998 - September 1999
Skills
WCF, .NET, Microsoft SQL Server, SDLC, Software Project..., Business Intelligence, Requirements Analysis, Software Development, ASP.NET, Agile Methodologies, Agile Project Management, Business Analysis, C#, Data Modeling, Data Warehousing, ETL, Database Design, Enterprise Architecture, IIS, Integration, Project Management, SOA, SQL, SSRS, SharePoint, Solution Architecture, Systems Analysis, T-SQL, TFS, Vendor Management, Visio, XML, Web Services, SSIS, Scrum, Web Applications
Education
KSOU, Bangalore, India 2004 — 2005
M.Sc. (Information Technology), Project Management, Client Server Computing, E-Commerce & Internet Programming, A
Microsoft Certification 2004 — 2005
MCSD (Microsoft Certified Solution Developer), Visual Basic, SQL Server, Microsoft Windows Architecture, A
Institute of Management Technologies(IMT), Ghaziabad, India 2001 — 2005
Post Graduate Diploma in Business Management, International Marketing, Global Human Resource Mgt., International Trade Technology Management, Inte, A
National Institute of Information Technology 1996 — 2001
GNIIT, NIIT (Equivalent to Masters in Computer Applications), Software Engineering: RDBMS, Software Engineering, C++, VB, VC++, VJ, ASP, Unix, A
Rich Harrison Rich Harrison's LPL Financial Experience August 2012 - May 2013
Job Sr Java Developer (Consultant) at Bank of America (Global Networkers)
Industry Computer Software
Experience
Bank of America (Global Networkers) June 2013 - Present
Blue Ridge Business Resources, Inc. January 1998 - Present
LPL Financial August 2012 - May 2013
Brunswick County Government September 2009 - August 2012
ACN, Inc July 2008 - September 2009
CoLinx January 2008 - July 2008
Homeland Integrated Security Systems, Inc January 2007 - December 2007
MCI Local (MCI Worldcom) September 1996 - December 1997
Enterprise Network Applications, Inc. March 1996 - September 1996
Knowledge Systems Corporation October 1994 - March 1996
Skills
Java, SQL, JavaScript, Java Enterprise Edition, Tomcat, Agile Methodologies, Microsoft SQL Server, JSP, SDLC, Software Development
Education
North Carolina State University 1982 — 1987
BS
Bank of America (Global Networkers) June 2013 - Present
Blue Ridge Business Resources, Inc. January 1998 - Present
LPL Financial August 2012 - May 2013
Brunswick County Government September 2009 - August 2012
ACN, Inc July 2008 - September 2009
CoLinx January 2008 - July 2008
Homeland Integrated Security Systems, Inc January 2007 - December 2007
MCI Local (MCI Worldcom) September 1996 - December 1997
Enterprise Network Applications, Inc. March 1996 - September 1996
Knowledge Systems Corporation October 1994 - March 1996
Skills
Java, SQL, JavaScript, Java Enterprise Edition, Tomcat, Agile Methodologies, Microsoft SQL Server, JSP, SDLC, Software Development
Education
North Carolina State University 1982 — 1987
BS
Shawn Moore's LPL Financial Experience March 2013 - Present
Job Program Manager: at LPL Financial
Industry Information Technology and Services
Experience
LPL Financial March 2013 - Present
LPL Financial March 2012 - March 2013
Modis October 2010 - March 2012
Point Enterprises, Inc. June 1999 - October 2010
TTech Payments January 2002 - May 2010
Motorola Ceramics Products Manufacturing Division December 1997 - June 1999
Motorola August 1997 - June 1999
BDM International, Inc October 1995 - August 1997
More, Inc June 1993 - October 1995
United States Air Force 1986 - 1989
Skills
SDLC, Visio, Software Development, Databases, Program Management, Software Project..., PMP, Vendor Management, SQL, Analysis, Integration, Microsoft SQL Server, MS Project, Quality Assurance, Disaster Recovery, Requirements Gathering, Project Planning, Business Intelligence, Cross-functional Team..., Strategy, Agile Methodologies, Team Management, Customer Service, Oracle, Customer Relations, Budgets, ITIL, Risk Assessment, Planning, Budgeting, Process Development, SQL Server, Application Development, Application Lifecycle..., Certified Scrum Master..., IT Management, Microsoft Project
Education
University of Phoenix 1997 — 1999
Masters
New Mexico State University 1989 — 1993
Bachelors
Valley Forge Military Academy & College 1980 — 1983
HS Diploma
LPL Financial March 2013 - Present
LPL Financial March 2012 - March 2013
Modis October 2010 - March 2012
Point Enterprises, Inc. June 1999 - October 2010
TTech Payments January 2002 - May 2010
Motorola Ceramics Products Manufacturing Division December 1997 - June 1999
Motorola August 1997 - June 1999
BDM International, Inc October 1995 - August 1997
More, Inc June 1993 - October 1995
United States Air Force 1986 - 1989
Skills
SDLC, Visio, Software Development, Databases, Program Management, Software Project..., PMP, Vendor Management, SQL, Analysis, Integration, Microsoft SQL Server, MS Project, Quality Assurance, Disaster Recovery, Requirements Gathering, Project Planning, Business Intelligence, Cross-functional Team..., Strategy, Agile Methodologies, Team Management, Customer Service, Oracle, Customer Relations, Budgets, ITIL, Risk Assessment, Planning, Budgeting, Process Development, SQL Server, Application Development, Application Lifecycle..., Certified Scrum Master..., IT Management, Microsoft Project
Education
University of Phoenix 1997 — 1999
Masters
New Mexico State University 1989 — 1993
Bachelors
Valley Forge Military Academy & College 1980 — 1983
HS Diploma
Albert Danish Albert Danish's LPL Financial Experience July 2009 - Present
Job Vice President Business Development at Doyle Alliance Group
Industry Insurance
Experience
Doyle Alliance Group February 2015 - Present
LPL Financial July 2009 - Present
Brown & Brown of Pa. June 2008 - February 2015
Allstate Financial Services, LLC June 2004 - June 2008
KDB resources August 1993 - July 2002
Tonka Toys January 1981 - May 1993
Skills
Health Insurance, Employee Benefits, Insurance, Life Insurance, Disability Insurance, Underwriting, Investments, Health Savings Accounts, COBRA, Brokers, Term Life Insurance, Benefits Administration, Fixed Annuities, Marketing, Health Care Reform, Retirement Planning, Strategic Planning, Sales, Open Enrollment, Critical Illness, Workers Compensation, Group Insurance, Accident, Defined Benefit, Medicare, Whole Life, Long Term Care Insurance, Long-term Care, 401k
Education
Penn State University 1971 — 1973
Business Administration, Management and Operations
Neumann University 1975 — 1976
Business Management
St James High School
Doyle Alliance Group February 2015 - Present
LPL Financial July 2009 - Present
Brown & Brown of Pa. June 2008 - February 2015
Allstate Financial Services, LLC June 2004 - June 2008
KDB resources August 1993 - July 2002
Tonka Toys January 1981 - May 1993
Skills
Health Insurance, Employee Benefits, Insurance, Life Insurance, Disability Insurance, Underwriting, Investments, Health Savings Accounts, COBRA, Brokers, Term Life Insurance, Benefits Administration, Fixed Annuities, Marketing, Health Care Reform, Retirement Planning, Strategic Planning, Sales, Open Enrollment, Critical Illness, Workers Compensation, Group Insurance, Accident, Defined Benefit, Medicare, Whole Life, Long Term Care Insurance, Long-term Care, 401k
Education
Penn State University 1971 — 1973
Business Administration, Management and Operations
Neumann University 1975 — 1976
Business Management
St James High School
David Bobrowsky, CFP® David Bobrowsky, CFP®'s LPL Financial Experience January 2009 - June 2014
Job Comprehensive Financial Planning and Advice, Founder Bay Area Professionals Give Back Network
Industry Financial Services
Experience
Gateway Financial Advisors, Inc. June 2014 - Present
Bay Area Professionals Give Back Network May 2014 - Present
LPL Financial January 2009 - June 2014
Lincoln Financial Advisors July 2002 - January 2009
American Express Financial Advisors October 2000 - June 2002
Global Public Policy Project June 1999 - December 1999
Carnegie Council on Ethics and International Affairs February 1999 - June 1999
Earthjustice 1998 - 1999
Skills
Retirement Income..., Financial Planning, Investment Advisory, Personal Finance, Estate Planning, Retirement Planning, Investments, Long-term Care, Asset Management, Charitable Giving, Tax Strategies, Insurance Planning, Women's Finances, Wealth Management, Financial Advisory, Sudden Wealth
Education
New York University 1992 — 2003
MA, M.Phil, Politics
The Hebrew University 1991 — 1992
Graduate Studies, Politics
University of California, Los Angeles 1987 — 1991
BA, Political Science
Gateway Financial Advisors, Inc. June 2014 - Present
Bay Area Professionals Give Back Network May 2014 - Present
LPL Financial January 2009 - June 2014
Lincoln Financial Advisors July 2002 - January 2009
American Express Financial Advisors October 2000 - June 2002
Global Public Policy Project June 1999 - December 1999
Carnegie Council on Ethics and International Affairs February 1999 - June 1999
Earthjustice 1998 - 1999
Skills
Retirement Income..., Financial Planning, Investment Advisory, Personal Finance, Estate Planning, Retirement Planning, Investments, Long-term Care, Asset Management, Charitable Giving, Tax Strategies, Insurance Planning, Women's Finances, Wealth Management, Financial Advisory, Sudden Wealth
Education
New York University 1992 — 2003
MA, M.Phil, Politics
The Hebrew University 1991 — 1992
Graduate Studies, Politics
University of California, Los Angeles 1987 — 1991
BA, Political Science
Joseph Centeio Joseph Centeio's LPL Financial Experience January 1998 - January 1999
Job IST Management Services Site Manager
Industry Financial Services
Experience
WELLINGTON MANAGEMENT COMPANY February 2001 - January 2010
Semper International 1998 - 2010
Zip Realty 2006 - 2008
PEROT SYSTEMS January 1999 - January 2001
LPL Financial January 1998 - January 1999
LPL Financial January 1998 - January 1999
Cambridge Associates January 1997 - January 1998
MERRILL COPORATION January 1996 - January 1997
JOHN HANCOCK MUTUAL FUNDS INC January 1993 - January 1996
Pitney Bowes Management Services January 1990 - January 1993
Skills
Microsoft Office, Customer Service, Sales, Outlook, Real Estate, Printers, Purchasing, Networking, FTP, Maintenance & Repair, Microsoft Excel, Access, Team Leadership, Leadership, Team Building, Marketing, Management, Software Documentation, Vendor Management, Training, Process Improvement, Security
Education
Northeastern University 1994 — 2012
BSBA, Business Administration
WELLINGTON MANAGEMENT COMPANY February 2001 - January 2010
Semper International 1998 - 2010
Zip Realty 2006 - 2008
PEROT SYSTEMS January 1999 - January 2001
LPL Financial January 1998 - January 1999
LPL Financial January 1998 - January 1999
Cambridge Associates January 1997 - January 1998
MERRILL COPORATION January 1996 - January 1997
JOHN HANCOCK MUTUAL FUNDS INC January 1993 - January 1996
Pitney Bowes Management Services January 1990 - January 1993
Skills
Microsoft Office, Customer Service, Sales, Outlook, Real Estate, Printers, Purchasing, Networking, FTP, Maintenance & Repair, Microsoft Excel, Access, Team Leadership, Leadership, Team Building, Marketing, Management, Software Documentation, Vendor Management, Training, Process Improvement, Security
Education
Northeastern University 1994 — 2012
BSBA, Business Administration
Sean Flaherty Sean Flaherty's LPL Financial Experience November 2005 - 2013
Job Partner at Chestnut Hill Wealth Management Group
Industry Financial Services
Experience
Chestnut Hill Wealth Management Group 2014 - Present
LPL Financial November 2005 - 2013
Smith Barney November 1995 - November 2005
Morgan Stanley Dean Witter April 1994 - November 1995
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Financial Advisory, Pensions, Securities, IRAs, Education Funding, Estate Planning, Series 7, Investment Advisory, Investment Strategies, 401k Rollovers, Wealth, Long-term Care, Series 65, Retirement, Financial Services
Education
Northeastern University 1984 — 1989
Bachelor of Science Business, Marketing / International Business
Boston College High School 1980 — 1984
Chestnut Hill Wealth Management Group 2014 - Present
LPL Financial November 2005 - 2013
Smith Barney November 1995 - November 2005
Morgan Stanley Dean Witter April 1994 - November 1995
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Financial Advisory, Pensions, Securities, IRAs, Education Funding, Estate Planning, Series 7, Investment Advisory, Investment Strategies, 401k Rollovers, Wealth, Long-term Care, Series 65, Retirement, Financial Services
Education
Northeastern University 1984 — 1989
Bachelor of Science Business, Marketing / International Business
Boston College High School 1980 — 1984
Rebecca Hourihan AIF® PPC™ Rebecca Hourihan AIF® PPC™'s LPL Financial Experience August 2011 - June 2014
Job Chief Marketing Officer at 401(k) Marketing
Industry Investment Management
Experience
401(k) Marketing June 2014 - Present
LPL Financial August 2011 - June 2014
LPL Financial June 2010 - August 2011
Guardian Investment Services September 2008 - August 2010
Northwestern Mutual January 2007 - September 2008
Fidelity Investments 2006 - 2007
Skills
Retirement Planning, Retirement, Investments, Strategic Financial..., 401k, Mutual Funds, Portfolio Management, Asset Allocation, ERISA, Strategic Consulting, Wealth Management, Investment Advisory, Estate Planning, Defined Benefit, Investment Strategies
Education
Northeastern University
Economics, Economics
Pomfret School
401(k) Marketing June 2014 - Present
LPL Financial August 2011 - June 2014
LPL Financial June 2010 - August 2011
Guardian Investment Services September 2008 - August 2010
Northwestern Mutual January 2007 - September 2008
Fidelity Investments 2006 - 2007
Skills
Retirement Planning, Retirement, Investments, Strategic Financial..., 401k, Mutual Funds, Portfolio Management, Asset Allocation, ERISA, Strategic Consulting, Wealth Management, Investment Advisory, Estate Planning, Defined Benefit, Investment Strategies
Education
Northeastern University
Economics, Economics
Pomfret School
Allan Chua J.D. Allan Chua J.D.'s LPL Financial Experience May 2015 - Present
Job Regulatory Response Specialist at LPL Financial
Industry Financial Services
Experience
LPL Financial May 2015 - Present
Legal Services of Southern Piedmont March 2015 - May 2015
US Securities and Exchange Commission September 2013 - December 2013
Charlotte School of Law: Entrepreneurship Clinic January 2013 - May 2013
Tatum Law Firm, PLLC June 2012 - January 2013
Skills
Legal Writing, Legal Research, Public Speaking, Program Management, Start-ups, Community Outreach, Event Planning, Nonprofits, Editing, Customer Service, Leadership, Sales, LexisNexis, Microsoft Office, PowerPoint, Research, Westlaw, Program Development, Property Management, Regulatory Compliance, Microsoft Word, Microsoft Excel, Legal Issues, Time Management
Education
Charlotte School of Law 2011 — 2014
Doctor of Law (J.D.), Law
North Carolina State University 2001 — 2005
Bachelor of Arts, English Language and Literature, General
LPL Financial May 2015 - Present
Legal Services of Southern Piedmont March 2015 - May 2015
US Securities and Exchange Commission September 2013 - December 2013
Charlotte School of Law: Entrepreneurship Clinic January 2013 - May 2013
Tatum Law Firm, PLLC June 2012 - January 2013
Skills
Legal Writing, Legal Research, Public Speaking, Program Management, Start-ups, Community Outreach, Event Planning, Nonprofits, Editing, Customer Service, Leadership, Sales, LexisNexis, Microsoft Office, PowerPoint, Research, Westlaw, Program Development, Property Management, Regulatory Compliance, Microsoft Word, Microsoft Excel, Legal Issues, Time Management
Education
Charlotte School of Law 2011 — 2014
Doctor of Law (J.D.), Law
North Carolina State University 2001 — 2005
Bachelor of Arts, English Language and Literature, General
Lynda Tyler Lynda Tyler's LPL Financial Experience September 2006 - Present
Job Realtor at Mayben Realty LLC
Industry Real Estate
Experience
Mayben Realty LLC September 2014 - Present
LPL Financial September 2006 - Present
Skills
Real Estate, Sales, Sellers, Investment Properties, Customer Service, First Time Home Buyers, Residential Homes, Negotiation, Short Sales, Marketing
Education
Northeast Texas Community College 2013 — 2014
Certificate, Culinary Arts/Chef Training
Novus Law School 2008 — 2010
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law, 4.0
Barbizon School of Modeling 2006 — 2007
Fashion Modeling
Wichita State University 1982 — 1986
Associate of Arts (A.A.), Entrepreneurship/Entrepreneurial Studies
Rose Hill High School 1978 — 1982
Mayben Realty LLC September 2014 - Present
LPL Financial September 2006 - Present
Skills
Real Estate, Sales, Sellers, Investment Properties, Customer Service, First Time Home Buyers, Residential Homes, Negotiation, Short Sales, Marketing
Education
Northeast Texas Community College 2013 — 2014
Certificate, Culinary Arts/Chef Training
Novus Law School 2008 — 2010
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law, 4.0
Barbizon School of Modeling 2006 — 2007
Fashion Modeling
Wichita State University 1982 — 1986
Associate of Arts (A.A.), Entrepreneurship/Entrepreneurial Studies
Rose Hill High School 1978 — 1982
Brendan Malley Brendan Malley's LPL Financial Experience March 2013 - June 2015
Job Vice President Shared Services, Producer Solutions at Voya Financial
Industry Financial Services
Experience
Voya Financial June 2015 - Present
LPL Financial March 2013 - June 2015
Lincoln Financial Group 2007 - 2012
Lincoln Financial Group 2004 - 2007
ADP 2000 - 2003
ADP 1998 - 2000
ADP 1996 - 1998
ADP 1986 - 1996
Skills
Vendor Management, Strategic Planning, Quality Assurance, Budgeting, IT Strategy, PMO, Acquisition Integration, Executive Management, Leadership, Process Improvement, Budgets, Financial Services, Relationship Management, IT Outsourcing, Project Management, Project Portfolio..., Securities, Finance, Business Analysis, Risk Management, Business Process, CRM, Strategy, Management, Enterprise Software, Program Management, Business Strategy, Enterprise Architecture, Strategic Partnerships, Business Process...
Education
Niagara University
BBA, Finance & Accounting
Voya Financial June 2015 - Present
LPL Financial March 2013 - June 2015
Lincoln Financial Group 2007 - 2012
Lincoln Financial Group 2004 - 2007
ADP 2000 - 2003
ADP 1998 - 2000
ADP 1996 - 1998
ADP 1986 - 1996
Skills
Vendor Management, Strategic Planning, Quality Assurance, Budgeting, IT Strategy, PMO, Acquisition Integration, Executive Management, Leadership, Process Improvement, Budgets, Financial Services, Relationship Management, IT Outsourcing, Project Management, Project Portfolio..., Securities, Finance, Business Analysis, Risk Management, Business Process, CRM, Strategy, Management, Enterprise Software, Program Management, Business Strategy, Enterprise Architecture, Strategic Partnerships, Business Process...
Education
Niagara University
BBA, Finance & Accounting
Jordan Childs's LPL Financial Experience August 2008 - January 2011
Job NA ISV Alliance Manager at Red Hat
Industry Computer Software
Experience
Red Hat June 2014 - Present
Red Hat June 2012 - June 2014
Carolina Hurricanes March 2005 - April 2013
Lenovo January 2011 - June 2012
LPL Financial August 2008 - January 2011
Premier Management Group June 2009 - August 2010
Skills
IT Solutions, Sales, Account Management, Enterprise Software, Channel Relationship..., Salesforce.com, Red Hat Linux, Marketing, Channel Sales, Virtualization, Spanish, Middleware, Enterprise Storage, Hardware Architecture, Event Planning, Event Management, Marketing Communications, Social Media, Public Relations, Business Development, Strategic Partner...
Education
North Carolina State University 2006 — 2010
Bachelor's Degree, Business Adminstration concentration in FInance
North Carolina State University 2006 — 2010
Bachelor's Degree, Spanish Language and Literature
Universidad de Cantabria 2009 — 2009
-, Spanish Language
Red Hat June 2014 - Present
Red Hat June 2012 - June 2014
Carolina Hurricanes March 2005 - April 2013
Lenovo January 2011 - June 2012
LPL Financial August 2008 - January 2011
Premier Management Group June 2009 - August 2010
Skills
IT Solutions, Sales, Account Management, Enterprise Software, Channel Relationship..., Salesforce.com, Red Hat Linux, Marketing, Channel Sales, Virtualization, Spanish, Middleware, Enterprise Storage, Hardware Architecture, Event Planning, Event Management, Marketing Communications, Social Media, Public Relations, Business Development, Strategic Partner...
Education
North Carolina State University 2006 — 2010
Bachelor's Degree, Business Adminstration concentration in FInance
North Carolina State University 2006 — 2010
Bachelor's Degree, Spanish Language and Literature
Universidad de Cantabria 2009 — 2009
-, Spanish Language
Donald Burnham Donald Burnham's LPL Financial Experience October 2007 - Present
Job CCONortheast Planning Associates, Inc.
Industry Financial Services
Experience
LPL Financial October 2007 - Present
Northeast Planning Associates, Inc May 2002 - Present
Mutual Service Company 2003 - 2007
Fidelity Investments January 1992 - April 1998
Allmerica Financial 1990 - 1992
Skills
Series 24, Series 7, FINRA, Securities, Series 63, Investment Advisory
Education
New England College 1967 — 1970
BA, Economics
Reading Memorial High School 1962 — 1965
LPL Financial October 2007 - Present
Northeast Planning Associates, Inc May 2002 - Present
Mutual Service Company 2003 - 2007
Fidelity Investments January 1992 - April 1998
Allmerica Financial 1990 - 1992
Skills
Series 24, Series 7, FINRA, Securities, Series 63, Investment Advisory
Education
New England College 1967 — 1970
BA, Economics
Reading Memorial High School 1962 — 1965
Kathryn W. Cormier Kathryn W. Cormier's LPL Financial Experience March 2006 - Present
Job Registered Principal\Financial Advisor
Industry Financial Services
Experience
LPL Financial March 2006 - Present
LPL Financial March 2006 - Present
Cantella & Co., Inc. 2005 - 2006
Raymond James Financial Inc. 1995 - 2004
John G. Kinnard and Company 1992 - 1995
New York Life Insurance Company 1987 - 1992
Skills
Wealth Mangagement, Investments, Mutual Funds, Strategic Planning, Portfolio Management, Securities, Retirement Planning, Investment Advisory, Asset Management, Series 24, Series 63, Series 65, Series 7, Registration with LPL...
Education
Northern State University, Aberdeen, SD 1986 — 1987
Bachelor's Degree, Bachelor of Science
North Dakota State College of Science 1977 — 1978
Associate of Science (A.S.), Dental Hygiene/Hygienist
University of Minnesota-Twin Cities 1964 — 1965
Dental Assistant Certificate, Dental Assisting/Assistant
LPL Financial March 2006 - Present
LPL Financial March 2006 - Present
Cantella & Co., Inc. 2005 - 2006
Raymond James Financial Inc. 1995 - 2004
John G. Kinnard and Company 1992 - 1995
New York Life Insurance Company 1987 - 1992
Skills
Wealth Mangagement, Investments, Mutual Funds, Strategic Planning, Portfolio Management, Securities, Retirement Planning, Investment Advisory, Asset Management, Series 24, Series 63, Series 65, Series 7, Registration with LPL...
Education
Northern State University, Aberdeen, SD 1986 — 1987
Bachelor's Degree, Bachelor of Science
North Dakota State College of Science 1977 — 1978
Associate of Science (A.S.), Dental Hygiene/Hygienist
University of Minnesota-Twin Cities 1964 — 1965
Dental Assistant Certificate, Dental Assisting/Assistant
Nick Mauro Nick Mauro's LPL Financial Experience February 2006 - April 2012
Job I help businesses and organizations grow and prosper by creating, promoting and managing strong brands.
Industry Marketing and Advertising
Experience
Robert Viola Partners July 2015 - Present
Amata Office Solutions through Proven Performers July 2014 - June 2015
WE CLEAN GREEN May 2012 - May 2014
LPL FINANCIAL February 2006 - April 2012
EDWARD JONES INVESTMENTS January 2002 - February 2006
PEOPLES ENERGY SERVICES October 1999 - January 2002
SCHIFF HARDIN & WAITE 1996 - 1999
YOUNG, ROSEN, DOLGIN & FINKEL 1995 - 1996
Skills
Social Media, Customer Service, Public Speaking, Strategic Planning, Microsoft Office, Cleaning, Clean Rooms, Steam, Steam Cleaning, Financial Analysis, Financial Reporting, Marketing, Marketing Strategy, PowerPoint, Team Building, Event Planning, Social Media Marketing, Coaching, Social Networking, Event Management, Salesforce.com, Microsoft Excel, Nonprofits, Cold Calling, Direct Sales, PPP projects, Management, Leadership, Sales, Finance, Marketing Communications, Advertising, Public Relations, Start-ups, New Business Development, Account Management, Sales Management, Strategy, Integrated Marketing, Brand Management, Investments, Project Management
Education
Northeastern Illinois University
Bachelor of Science (B.S.), Finance, General
Robert Viola Partners July 2015 - Present
Amata Office Solutions through Proven Performers July 2014 - June 2015
WE CLEAN GREEN May 2012 - May 2014
LPL FINANCIAL February 2006 - April 2012
EDWARD JONES INVESTMENTS January 2002 - February 2006
PEOPLES ENERGY SERVICES October 1999 - January 2002
SCHIFF HARDIN & WAITE 1996 - 1999
YOUNG, ROSEN, DOLGIN & FINKEL 1995 - 1996
Skills
Social Media, Customer Service, Public Speaking, Strategic Planning, Microsoft Office, Cleaning, Clean Rooms, Steam, Steam Cleaning, Financial Analysis, Financial Reporting, Marketing, Marketing Strategy, PowerPoint, Team Building, Event Planning, Social Media Marketing, Coaching, Social Networking, Event Management, Salesforce.com, Microsoft Excel, Nonprofits, Cold Calling, Direct Sales, PPP projects, Management, Leadership, Sales, Finance, Marketing Communications, Advertising, Public Relations, Start-ups, New Business Development, Account Management, Sales Management, Strategy, Integrated Marketing, Brand Management, Investments, Project Management
Education
Northeastern Illinois University
Bachelor of Science (B.S.), Finance, General
Dante Williams Dante Williams's LPL Financial Experience August 2014 - Present
Job Technical Support Analyst at LPL Financial
Industry Computer Software
Experience
LPL Financial August 2014 - Present
North Carolina A&T State University March 2011 - May 2013
Skills
Software Development, Linux System..., Information Security, Information Technology, Computer Security, Information Management, Information Security..., Computer Maintenance, Computer Information..., Program Management
Education
North Carolina Agricultural and Technical State University 2013 — 2015
Master of Science (M.S.), Information Technology
North Carolina Agricultural and Technical State University 2008 — 2013
Bachelor of Science (B.S.), Computer Technology/Computer Systems Technology
Charlotte Christian School 2003 — 2008
High School Diploma, Computer Engineering, 3.0
LPL Financial August 2014 - Present
North Carolina A&T State University March 2011 - May 2013
Skills
Software Development, Linux System..., Information Security, Information Technology, Computer Security, Information Management, Information Security..., Computer Maintenance, Computer Information..., Program Management
Education
North Carolina Agricultural and Technical State University 2013 — 2015
Master of Science (M.S.), Information Technology
North Carolina Agricultural and Technical State University 2008 — 2013
Bachelor of Science (B.S.), Computer Technology/Computer Systems Technology
Charlotte Christian School 2003 — 2008
High School Diploma, Computer Engineering, 3.0
John Turcotte John Turcotte's LPL Financial Experience September 2013 - Present
Job Managing Director Partner at Stratos Wealth Partners
Industry Financial Services
Experience
Stratos Wealth Partners September 2013 - Present
LPL Financial September 2013 - Present
Heritage Private Wealth November 2010 - September 2013
First Heartland Capital, Inc. August 2007 - September 2013
The Advanced Strategies Group August 2007 - October 2010
Lincoln Financial Advisors 1992 - 2007
Sagemark Consulting 1992 - 1998
Mass Mutual January 1991 - September 1992
Mutual Benefit Life January 1986 - December 1990
Comerica Bank 1980 - 1985
Skills
Estate Planning, Wealth Management, Insurance Planning, Retirement Planning, Financial Planning, Wealth Transfer, Asset Protection, Succession Planning, Asset Management, Financial Services, Financial Advisory, Strategic Financial..., Insurance, Small Business, Retirement, Wealth
Education
Northern Michigan University 1976 — 1980
BS, Marketing
Stratos Wealth Partners September 2013 - Present
LPL Financial September 2013 - Present
Heritage Private Wealth November 2010 - September 2013
First Heartland Capital, Inc. August 2007 - September 2013
The Advanced Strategies Group August 2007 - October 2010
Lincoln Financial Advisors 1992 - 2007
Sagemark Consulting 1992 - 1998
Mass Mutual January 1991 - September 1992
Mutual Benefit Life January 1986 - December 1990
Comerica Bank 1980 - 1985
Skills
Estate Planning, Wealth Management, Insurance Planning, Retirement Planning, Financial Planning, Wealth Transfer, Asset Protection, Succession Planning, Asset Management, Financial Services, Financial Advisory, Strategic Financial..., Insurance, Small Business, Retirement, Wealth
Education
Northern Michigan University 1976 — 1980
BS, Marketing
Jim Bode, CRPC Jim Bode, CRPC's LPL Financial Experience 2013 - 2014
Job Managing Partner Beck Bode Wealth Management, LLC
Industry Financial Services
Experience
Beck Bode Wealth Management, LLC February 2013 - Present
LPL Financial 2013 - 2014
Merrill Lynch November 2009 - February 2013
Transamerica October 2008 - December 2009
Skills
Retirement Planning, Management, Wealth Management, Investments, Finance, Financial Advisory, Retirement, Mutual Funds, Financial Planning, Series 7
Education
Northeastern University 1997 — 2002
Needham
Beck Bode Wealth Management, LLC February 2013 - Present
LPL Financial 2013 - 2014
Merrill Lynch November 2009 - February 2013
Transamerica October 2008 - December 2009
Skills
Retirement Planning, Management, Wealth Management, Investments, Finance, Financial Advisory, Retirement, Mutual Funds, Financial Planning, Series 7
Education
Northeastern University 1997 — 2002
Needham
Bruce Wall Bruce Wall's LPL Financial Experience 2001 - 2003
Job Planner at Kenai Peninsula Borough
Industry Architecture & Planning
Experience
Kenai Peninsula Borough January 2014 - Present
Bruce Wall - Land Use Planning February 2009 - December 2013
Mohave County October 2012 - July 2013
Ada County 2006 - 2009
Washington County 2004 - 2006
LPL Financial 2001 - 2003
John Deere Landscapes 1998 - 2001
Skills
Economic Development, Land Use Planning, Entitlements, Urban Planning, Zoning, Land Use, Regional Planning, Local Government, Redevelopment, Project Planning, Comprehensive Planning, Transportation Planning, Community Development, ArcGIS, Site Planning, Public Administration, Land Development, GIS, Public Policy
Education
Northwest Nazarene University 2000 — 2001
Master, Business Administration
University of Utah 1986 — 1993
Bachelor, Urban Planning
Kenai Peninsula Borough January 2014 - Present
Bruce Wall - Land Use Planning February 2009 - December 2013
Mohave County October 2012 - July 2013
Ada County 2006 - 2009
Washington County 2004 - 2006
LPL Financial 2001 - 2003
John Deere Landscapes 1998 - 2001
Skills
Economic Development, Land Use Planning, Entitlements, Urban Planning, Zoning, Land Use, Regional Planning, Local Government, Redevelopment, Project Planning, Comprehensive Planning, Transportation Planning, Community Development, ArcGIS, Site Planning, Public Administration, Land Development, GIS, Public Policy
Education
Northwest Nazarene University 2000 — 2001
Master, Business Administration
University of Utah 1986 — 1993
Bachelor, Urban Planning
Dragos Ilie's LPL Financial Experience July 2015 - Present
Job Sr Business Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial July 2015 - Present
Pioneer Investments October 2007 - July 2015
Pioneer Investments March 2007 - October 2007
Pioneer Investments July 2005 - March 2007
Skills
Asset Allocation, Asset Management, Equities, Financial Services, Investments, Mutual Funds, Sales, Series 6, Series 63, Series 7, Securities, Portfolio Management, Fixed Income
Education
Memorial
Northeastern University
LPL Financial July 2015 - Present
Pioneer Investments October 2007 - July 2015
Pioneer Investments March 2007 - October 2007
Pioneer Investments July 2005 - March 2007
Skills
Asset Allocation, Asset Management, Equities, Financial Services, Investments, Mutual Funds, Sales, Series 6, Series 63, Series 7, Securities, Portfolio Management, Fixed Income
Education
Memorial
Northeastern University
Eric Bostic Eric Bostic's LPL Financial Experience June 2015 - Present
Job Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2015 - Present
Vanguard August 2013 - May 2015
Vanguard September 2012 - August 2013
Vanguard August 2011 - September 2012
Skills
Mutual Funds, Investments, Series 7, Series 63, Wealth Management, Retirement Planning, Retirement, Microsoft Excel, Fixed Income, Asset Allocation, Financial Services, Strategic Financial...
Education
North Carolina State University 2006 — 2011
B.S., Business Administration - Finance, Minor - Accounting
LPL Financial June 2015 - Present
Vanguard August 2013 - May 2015
Vanguard September 2012 - August 2013
Vanguard August 2011 - September 2012
Skills
Mutual Funds, Investments, Series 7, Series 63, Wealth Management, Retirement Planning, Retirement, Microsoft Excel, Fixed Income, Asset Allocation, Financial Services, Strategic Financial...
Education
North Carolina State University 2006 — 2011
B.S., Business Administration - Finance, Minor - Accounting
Eric Short Eric Short's LPL Financial Experience July 2010 - January 2015
Job Insurance Agent
Industry Financial Services
Experience
American Insurance Marketing Solutions June 2015 - Present
Wells Fargo Advisors January 2015 - March 2015
LPL Financial July 2010 - January 2015
JP Morgan Chase April 2002 - June 2005
Skills
Financial Services, Public Speaking, Customer Service, Insurance, Retirement, Finance, Business Analysis, Process Improvement, Strategic Planning, Microsoft Office
Education
North Carolina Agricultural and Technical State University 1988 — 1993
Bachelor of Arts (B.A.), Public Relations
North Rowan Senior High School 1984 — 1988
Diploma, General Studies
American Insurance Marketing Solutions June 2015 - Present
Wells Fargo Advisors January 2015 - March 2015
LPL Financial July 2010 - January 2015
JP Morgan Chase April 2002 - June 2005
Skills
Financial Services, Public Speaking, Customer Service, Insurance, Retirement, Finance, Business Analysis, Process Improvement, Strategic Planning, Microsoft Office
Education
North Carolina Agricultural and Technical State University 1988 — 1993
Bachelor of Arts (B.A.), Public Relations
North Rowan Senior High School 1984 — 1988
Diploma, General Studies
Trudy Caidyn Trudy Caidyn's LPL Financial Experience RecruiterVail ResortsFebruary 2006 - February 2009
Job Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial RecruiterVail ResortsFebruary 2006 - February 2009
Education
National University
LPL Financial RecruiterVail ResortsFebruary 2006 - February 2009
Education
National University
Christopher Dolack Christopher Dolack's LPL Financial Experience August 2014 - December 2014
Job Application Architect LPL Financial
Industry Information Technology and Services
Experience
Bank of America March 2015 - Present
LPL Financial August 2014 - December 2014
Bank of America May 2013 - March 2014
TIAA September 2010 - February 2013
Bank of America May 2009 - September 2010
ATI Allvac June 2008 - February 2009
Compass Group August 2006 - June 2008
Duke Energy September 2001 - July 2006
SciQuest February 1999 - May 2001
AT&T / Lucent Technologies August 1996 - February 1999
Skills
Software Development, Integration, Security, Enterprise Software, SOA, Management, Asset Management, BPMN, Unix
Education
North Carolina State University 1995 — 1996
Certificate, Computer Science
St. Andrew's Presbyterian College 1988 — 1991
BA, Psychology
Bank of America March 2015 - Present
LPL Financial August 2014 - December 2014
Bank of America May 2013 - March 2014
TIAA September 2010 - February 2013
Bank of America May 2009 - September 2010
ATI Allvac June 2008 - February 2009
Compass Group August 2006 - June 2008
Duke Energy September 2001 - July 2006
SciQuest February 1999 - May 2001
AT&T / Lucent Technologies August 1996 - February 1999
Skills
Software Development, Integration, Security, Enterprise Software, SOA, Management, Asset Management, BPMN, Unix
Education
North Carolina State University 1995 — 1996
Certificate, Computer Science
St. Andrew's Presbyterian College 1988 — 1991
BA, Psychology
Terri Trainor's LPL Financial Experience September 2000 - December 2000
Job Web Application Developer
Industry Internet
Experience
Empowerfull.com April 2007 - Present
NTN Buzztime January 2012 - May 2012
1st-usa.com Phonecards November 2004 - February 2007
Arc-Zone.com November 2003 - July 2004
Lightspan December 2000 - October 2002
LPL Financial September 2000 - December 2000
SAIC December 1996 - August 2000
Mira Costa College October 1996 - December 1998
Qualcomm March 1990 - March 1992
United States Air Force June 1985 - June 1989
Skills
CSS, Web Applications, E-commerce, LAMP, Perl, SQL, Linux, JavaScript, MySQL, AJAX, Software Development, Integration, HTML, XML, Application Development, Web Development, PHP, CMS, Agile, Visio, Access, jQuery, Databases, Programming, Systems Analysis, Business Intelligence, XHTML, OOP, Subversion, Analysis, Agile Methodologies
Education
Northeastern University 1980 — 1985
BS, Mechanical Engineering
Empowerfull.com April 2007 - Present
NTN Buzztime January 2012 - May 2012
1st-usa.com Phonecards November 2004 - February 2007
Arc-Zone.com November 2003 - July 2004
Lightspan December 2000 - October 2002
LPL Financial September 2000 - December 2000
SAIC December 1996 - August 2000
Mira Costa College October 1996 - December 1998
Qualcomm March 1990 - March 1992
United States Air Force June 1985 - June 1989
Skills
CSS, Web Applications, E-commerce, LAMP, Perl, SQL, Linux, JavaScript, MySQL, AJAX, Software Development, Integration, HTML, XML, Application Development, Web Development, PHP, CMS, Agile, Visio, Access, jQuery, Databases, Programming, Systems Analysis, Business Intelligence, XHTML, OOP, Subversion, Analysis, Agile Methodologies
Education
Northeastern University 1980 — 1985
BS, Mechanical Engineering
Manny Ortiz Manny Ortiz's LPL Financial Experience September 2010 - March 2012
Job Sr. Manager, Finance at Thermo Fisher Scientific
Industry Biotechnology
Experience
Thermo Fisher Scientific February 2015 - Present
Thermo Fisher Scientific (Previously Life Technologies) March 2012 - Present
LPL Financial September 2010 - March 2012
Kinder Morgan July 2007 - January 2011
ConocoPhillips June 2003 - June 2007
ConocoPhillips 2001 - 2003
ConocoPhillips 1999 - 2001
ConocoPhillips 1998 - 1999
US Army August 1991 - January 1994
Skills
Forecasting, Variance Analysis, Corporate Finance, Oil, Financial Modeling, Financial Analysis, Budgeting, Financial Reporting, Hyperion, SAP, Excel, Analysis, Essbase, Capital Budgeting, Pricing
Education
New Mexico State University 1994 — 1998
BBA, Finance
Thermo Fisher Scientific February 2015 - Present
Thermo Fisher Scientific (Previously Life Technologies) March 2012 - Present
LPL Financial September 2010 - March 2012
Kinder Morgan July 2007 - January 2011
ConocoPhillips June 2003 - June 2007
ConocoPhillips 2001 - 2003
ConocoPhillips 1999 - 2001
ConocoPhillips 1998 - 1999
US Army August 1991 - January 1994
Skills
Forecasting, Variance Analysis, Corporate Finance, Oil, Financial Modeling, Financial Analysis, Budgeting, Financial Reporting, Hyperion, SAP, Excel, Analysis, Essbase, Capital Budgeting, Pricing
Education
New Mexico State University 1994 — 1998
BBA, Finance
Breon Bernard Breon Bernard's LPL Financial Experience April 2007 - September 2011
Job Information Systems Supervisor at MDS Consulting
Industry Consumer Electronics
Experience
MDS Consulting January 2012 - Present
LPL Financial April 2007 - September 2011
Skills
Active Directory, Windows Server, Network Administration, ITIL, Windows 7, SDLC, DNS, Windows, TCP/IP, Network Security, Software Documentation, Citrix, Virtualization, Technical Support, Firewalls, Unix, Process Improvement, Servers, System Administration, Cisco IOS, XP, Information Security, Project Management, IT Management, DHCP, VPN, IIS, Microsoft Exchange, Troubleshooting, Cisco Technologies, Vendor Management, Operating Systems, Software Installation, Networking, Hardware, Help Desk Support, Testing, SAN, Access, Network Design, Wireless, Blackberry, Analysis, Network Architecture
Education
National University 2011 — 2013
Information Systems, Information Systems
National University 2010 — 2013
Bachelor of Science in Infomation Systems, Information Technology
MDS Consulting January 2012 - Present
LPL Financial April 2007 - September 2011
Skills
Active Directory, Windows Server, Network Administration, ITIL, Windows 7, SDLC, DNS, Windows, TCP/IP, Network Security, Software Documentation, Citrix, Virtualization, Technical Support, Firewalls, Unix, Process Improvement, Servers, System Administration, Cisco IOS, XP, Information Security, Project Management, IT Management, DHCP, VPN, IIS, Microsoft Exchange, Troubleshooting, Cisco Technologies, Vendor Management, Operating Systems, Software Installation, Networking, Hardware, Help Desk Support, Testing, SAN, Access, Network Design, Wireless, Blackberry, Analysis, Network Architecture
Education
National University 2011 — 2013
Information Systems, Information Systems
National University 2010 — 2013
Bachelor of Science in Infomation Systems, Information Technology
Heather DiLuzio Heather DiLuzio's LPL Financial Experience January 2009 - May 2012
Job Marketing I NonProfit I Animal Rescue I Special Events
Industry Philanthropy
Experience
The Cosmopolitan of Las Vegas April 2013 - July 2015
A Home 4 Spot Animal Rescue July 2014 - June 2015
LPL Financial January 2009 - May 2012
OMAM (Old Mutual Asset Management) December 2006 - September 2008
Skills
Account Management, Customer Service, Event Planning, Fundraising, Social Media, Microsoft Office, Microsoft Excel, Research, Coaching, Wellness, Management, Animal Welfare, Animal Rescue, Logo Design, Marketing, Training, Microsoft Word, Fitness, Team Building, Nonprofits, Nutrition
Education
Northeastern University 2000 — 2005
Bachelor of Science (B.S.), Marketing
The Cosmopolitan of Las Vegas April 2013 - July 2015
A Home 4 Spot Animal Rescue July 2014 - June 2015
LPL Financial January 2009 - May 2012
OMAM (Old Mutual Asset Management) December 2006 - September 2008
Skills
Account Management, Customer Service, Event Planning, Fundraising, Social Media, Microsoft Office, Microsoft Excel, Research, Coaching, Wellness, Management, Animal Welfare, Animal Rescue, Logo Design, Marketing, Training, Microsoft Word, Fitness, Team Building, Nonprofits, Nutrition
Education
Northeastern University 2000 — 2005
Bachelor of Science (B.S.), Marketing
Kristy Lipscy's LPL Financial Experience November 2012 - Present
Job Senior Project Manager at LPL Financial
Industry Management Consulting
Experience
LPL Financial November 2012 - Present
Modern Analytics April 2010 - October 2012
Thompson Enterprises August 2006 - April 2010
Clyde Thomas Wines June 2008 - January 2010
Urban Nutrition June 2005 - October 2006
Blackheath Financial June 2003 - June 2005
Skills
Project Management, Management, Team Leadership, Team Building, Strategic Planning, Customer Satisfaction, CRM, Client Relations, Resource Management, Social Media, Process Improvement, Series 7, Customer Service
Education
New York University 1999 — 2003
BA, Philosophy, Sociology
LPL Financial November 2012 - Present
Modern Analytics April 2010 - October 2012
Thompson Enterprises August 2006 - April 2010
Clyde Thomas Wines June 2008 - January 2010
Urban Nutrition June 2005 - October 2006
Blackheath Financial June 2003 - June 2005
Skills
Project Management, Management, Team Leadership, Team Building, Strategic Planning, Customer Satisfaction, CRM, Client Relations, Resource Management, Social Media, Process Improvement, Series 7, Customer Service
Education
New York University 1999 — 2003
BA, Philosophy, Sociology
Marc Caras, AIF®'s LPL Financial Experience 2006 - 2009
Job Head of Retirement Plan Network at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company August 2014 - Present
Sentinel Benefits & Financial Group August 2010 - July 2014
Sentinel Benefits & Financial Group August 2010 - November 2013
Sentinel Benefits & Financial Group November 2009 - August 2010
LPL Financial 2006 - 2009
Fidelity Investments 1995 - 2006
Skills
Retirement Planning, Investment Advisory, Retirement, Investment Management, Securities, Wealth Management, Strategic Financial..., Finance, Series 7, Mutual Funds, Portfolio Management, Financial Advisory, FINRA, Asset Allocation, Alternative Investments, Asset Management, Pensions, Personal Finance, 401k, Leadership, Business Analysis, Employee Benefits, Brokerage, Program Management, Project Management, Executive Management, Operations Management, Wealth, Series 63, Financial Planning
Education
Northeastern University 1989 — 1994
BS
Pershing, a BNY Mellon company August 2014 - Present
Sentinel Benefits & Financial Group August 2010 - July 2014
Sentinel Benefits & Financial Group August 2010 - November 2013
Sentinel Benefits & Financial Group November 2009 - August 2010
LPL Financial 2006 - 2009
Fidelity Investments 1995 - 2006
Skills
Retirement Planning, Investment Advisory, Retirement, Investment Management, Securities, Wealth Management, Strategic Financial..., Finance, Series 7, Mutual Funds, Portfolio Management, Financial Advisory, FINRA, Asset Allocation, Alternative Investments, Asset Management, Pensions, Personal Finance, 401k, Leadership, Business Analysis, Employee Benefits, Brokerage, Program Management, Project Management, Executive Management, Operations Management, Wealth, Series 63, Financial Planning
Education
Northeastern University 1989 — 1994
BS
Ken Dernbach's LPL Financial Experience 2010 - 2013
Job Experienced IT Service Management Professional
Industry Information Technology and Services
Experience
Uplinx Technologies 2013 - Present
LPL Financial 2010 - 2013
Palomar Solutions 2008 - 2010
Accredited Home Lenders 2004 - 2008
CWS Staffing 2002 - 2004
Circle Seal Controls 2000 - 2002
Flowserve Corp. 1998 - 2000
International Lottery and Totalizator Systems 1995 - 1998
Skills
Networking, SDLC, Help Desk Support, Technical Support, Business Analysis, Process Improvement, Visio, Integration, Vendor Management, IT Strategy, Requirements Analysis, Agile Methodologies, Program Management, ITIL Certified, Project Management, MS Project, ITIL Process..., ITIL Service Strategy, IT Audit, Change Management, Development Of Employees, Employee Engagement, Service Delivery..., Data Center
Education
University of Redlands
Master of Business Administration (M.B.A.), Business Administration and Management, General
National University
Bachelor of Business Administration (B.B.A.), Emphasis in Computers and Business
Coleman University
Certificate, Computer Technology
Uplinx Technologies 2013 - Present
LPL Financial 2010 - 2013
Palomar Solutions 2008 - 2010
Accredited Home Lenders 2004 - 2008
CWS Staffing 2002 - 2004
Circle Seal Controls 2000 - 2002
Flowserve Corp. 1998 - 2000
International Lottery and Totalizator Systems 1995 - 1998
Skills
Networking, SDLC, Help Desk Support, Technical Support, Business Analysis, Process Improvement, Visio, Integration, Vendor Management, IT Strategy, Requirements Analysis, Agile Methodologies, Program Management, ITIL Certified, Project Management, MS Project, ITIL Process..., ITIL Service Strategy, IT Audit, Change Management, Development Of Employees, Employee Engagement, Service Delivery..., Data Center
Education
University of Redlands
Master of Business Administration (M.B.A.), Business Administration and Management, General
National University
Bachelor of Business Administration (B.B.A.), Emphasis in Computers and Business
Coleman University
Certificate, Computer Technology
Michelle Page's LPL Financial Experience March 2007 - Present
Job Vice President, Institution Services Growth Consultant, LPL Financial
Industry Financial Services
Experience
LPL Financial March 2007 - Present
Wachovia, A Wells Fargo Company April 2005 - April 2007
Taylor Grey October 2004 - April 2005
American Skandia/Prudential Financial June 1998 - September 2004
Skills
Series 63, Mutual Funds, Series 6, FINRA, Relationship Management, Financial Services, Financial Advisory, Series 7, Investment Advisory, Fixed Annuities, Star Wars, Dog Walking, Asset Allocation, Investments
Education
Northern Arizona University
LPL Financial March 2007 - Present
Wachovia, A Wells Fargo Company April 2005 - April 2007
Taylor Grey October 2004 - April 2005
American Skandia/Prudential Financial June 1998 - September 2004
Skills
Series 63, Mutual Funds, Series 6, FINRA, Relationship Management, Financial Services, Financial Advisory, Series 7, Investment Advisory, Fixed Annuities, Star Wars, Dog Walking, Asset Allocation, Investments
Education
Northern Arizona University
Grant Chu's LPL Financial Experience 2009 - September 2011
Job
Industry Information Technology and Services
Experience
Omnitracs June 2014 - Present
Nestle Nutrition North America - Jenny Craig September 2011 - July 2014
LPL Financial 2009 - September 2011
Qualcomm January 1989 - January 2009
Retaining Walls Company June 1987 - January 1989
M/A-COM January 1983 - June 1987
Skills
Data Center, Load Balancing, Cisco Technologies, Security, Wireless, Networking, Routing, Linux, Unix, System Administration, TCP/IP, OSPF, Network Design, SAN, DNS, Firewalls, Cisco IOS, VPN, Network Administration, Solaris, Servers, Network Engineering, Network Security, VMware, System Deployment, CCNA, BGP, Network Architecture, VMware ESX, Operating Systems, Virtualization, Disaster Recovery, VoIP, Routers, Wireless Networking, Switches, Juniper, Hardware, Cisco Nexus, High Availability, WAN, Windows Server, Active Directory, LAN-WAN, Cisco Routers, Troubleshooting, Perl, Cloud Computing, Computer Security, Red Hat Linux
Education
National University 2009 — 2012
MS, Education
San Diego State University-California State University 1977 — 1982
bs, Geophysics and Seismology
Omnitracs June 2014 - Present
Nestle Nutrition North America - Jenny Craig September 2011 - July 2014
LPL Financial 2009 - September 2011
Qualcomm January 1989 - January 2009
Retaining Walls Company June 1987 - January 1989
M/A-COM January 1983 - June 1987
Skills
Data Center, Load Balancing, Cisco Technologies, Security, Wireless, Networking, Routing, Linux, Unix, System Administration, TCP/IP, OSPF, Network Design, SAN, DNS, Firewalls, Cisco IOS, VPN, Network Administration, Solaris, Servers, Network Engineering, Network Security, VMware, System Deployment, CCNA, BGP, Network Architecture, VMware ESX, Operating Systems, Virtualization, Disaster Recovery, VoIP, Routers, Wireless Networking, Switches, Juniper, Hardware, Cisco Nexus, High Availability, WAN, Windows Server, Active Directory, LAN-WAN, Cisco Routers, Troubleshooting, Perl, Cloud Computing, Computer Security, Red Hat Linux
Education
National University 2009 — 2012
MS, Education
San Diego State University-California State University 1977 — 1982
bs, Geophysics and Seismology
Theresa Bennett's LPL Financial Experience January 2011 - May 2011
Job Executive Assistant to the Chairman and CEO at TREE.com
Industry Banking
Experience
Tree.com August 2014 - Present
LendingTree May 2014 - Present
RoundPoint Mortgage Servicing Corporation January 2012 - May 2014
RoundPoint Mortgage Servicing Corporation May 2011 - March 2012
LPL Financial January 2011 - May 2011
Bank of America October 2010 - December 2010
LendingTree May 2007 - December 2009
LendingTree April 2004 - May 2007
LendingTree July 2003 - April 2004
LendingTree January 2003 - July 2003
Skills
Mortgage Servicing, Mortgage Lending, Customer Satisfaction, Training, Call Center, Process Improvement, Coaching, Customer Service, Learning Management..., Learning Management, Project Management, Program Development, Internal & External..., Relationship Management, Employee Relations, Change Management, Call Centers, Program Management, Leadership, Management, Strategy, Account Management, Sales, Onboarding, Budgets, Time Management
Education
North Carolina State University 1984 — 1989
Bachelor of Science (BS), Education
Tree.com August 2014 - Present
LendingTree May 2014 - Present
RoundPoint Mortgage Servicing Corporation January 2012 - May 2014
RoundPoint Mortgage Servicing Corporation May 2011 - March 2012
LPL Financial January 2011 - May 2011
Bank of America October 2010 - December 2010
LendingTree May 2007 - December 2009
LendingTree April 2004 - May 2007
LendingTree July 2003 - April 2004
LendingTree January 2003 - July 2003
Skills
Mortgage Servicing, Mortgage Lending, Customer Satisfaction, Training, Call Center, Process Improvement, Coaching, Customer Service, Learning Management..., Learning Management, Project Management, Program Development, Internal & External..., Relationship Management, Employee Relations, Change Management, Call Centers, Program Management, Leadership, Management, Strategy, Account Management, Sales, Onboarding, Budgets, Time Management
Education
North Carolina State University 1984 — 1989
Bachelor of Science (BS), Education
Adrian Gainey's LPL Financial Experience 2008 - 2008
Job Project Management Consultant at Wells Fargo Corporation
Industry Logistics and Supply Chain
Experience
Wells Fargo Corporation January 2009 - Present
Wachovia, A Wells Fargo Company August 2008 - January 2009
Wachovia Corporation January 2008 - August 2008
E*TRADE Financial September 2006 - January 2008
LPL Financial 2008 - 2008
Bank of America August 1996 - July 2002
Skills
Change Management, Project Management, Supply Chain Management, Supplier Management, Business Analysis, Process Improvement, Business Requirements, User Acceptance Testing, Technical Documentation
Education
North Carolina Central University 1987 — 1992
Bachelor of Business Administration, Management
Wells Fargo Corporation January 2009 - Present
Wachovia, A Wells Fargo Company August 2008 - January 2009
Wachovia Corporation January 2008 - August 2008
E*TRADE Financial September 2006 - January 2008
LPL Financial 2008 - 2008
Bank of America August 1996 - July 2002
Skills
Change Management, Project Management, Supply Chain Management, Supplier Management, Business Analysis, Process Improvement, Business Requirements, User Acceptance Testing, Technical Documentation
Education
North Carolina Central University 1987 — 1992
Bachelor of Business Administration, Management
Jonathan Schonfeld's LPL Financial Experience May 2010 - Present
Job LPL Financial Advisor at Schonfeld Financial Services
Industry Financial Services
Experience
LPL Financial May 2010 - Present
Schonfeld Financial Services April 2010 - Present
New England Financial November 2008 - May 2010
CICS Wrightwood July 2005 - June 2006
Lincolnwood School District 74 2004 - 2005
Weber Shandwick 1998 - 2001
Skills
Annuities, Long Term Care, Term Life Insurance, Mutual Funds, IRA Rollovers, Universal Life, Securities, Retirement Planning, Financial Planning
Education
National Louis University 2003 — 2004
Master of Arts in Teaching, Education
University of Wisconsin-Madison 1992 — 1996
B.S., Psychology
LPL Financial May 2010 - Present
Schonfeld Financial Services April 2010 - Present
New England Financial November 2008 - May 2010
CICS Wrightwood July 2005 - June 2006
Lincolnwood School District 74 2004 - 2005
Weber Shandwick 1998 - 2001
Skills
Annuities, Long Term Care, Term Life Insurance, Mutual Funds, IRA Rollovers, Universal Life, Securities, Retirement Planning, Financial Planning
Education
National Louis University 2003 — 2004
Master of Arts in Teaching, Education
University of Wisconsin-Madison 1992 — 1996
B.S., Psychology
Jeff Deegan's LPL Financial Experience January 2013 - September 2014
Job Financial Representative
Industry Financial Services
Experience
National Financial Network March 2013 - Present
LPL Financial January 2013 - September 2014
Wells Fargo Advisors, LLC August 2010 - January 2012
Chase Investment Services Corp. September 2004 - August 2010
Merrill Lynch June 2003 - September 2004
Freudenberg Nonwovens December 1994 - February 2002
DMI Personal Care June 1992 - December 1994
Revlon February 1988 - June 1991
Education
New Jersey Institute of Technology 1985 — 1987
MS, Management
New Jersey Institute of Technology 1980 — 1984
BS, Industrial Administration
National Financial Network March 2013 - Present
LPL Financial January 2013 - September 2014
Wells Fargo Advisors, LLC August 2010 - January 2012
Chase Investment Services Corp. September 2004 - August 2010
Merrill Lynch June 2003 - September 2004
Freudenberg Nonwovens December 1994 - February 2002
DMI Personal Care June 1992 - December 1994
Revlon February 1988 - June 1991
Education
New Jersey Institute of Technology 1985 — 1987
MS, Management
New Jersey Institute of Technology 1980 — 1984
BS, Industrial Administration
Todd Cormier's LPL Financial Experience July 2012 - Present
Job Associate Service Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial July 2012 - Present
LPL Financial January 2011 - July 2012
LPL Financial January 2008 - January 2011
LPL Financial January 2006 - January 2008
Skills
Microsoft Office, Outlook, Microsoft Excel, PowerPoint, Siebel, Oracle, beta, stellant/IBPM, Customer Service, Relationship Management, Employee Training, Client Relations Skills, Financial Analysis, Accounts Receivable, Microsoft Word, Training, Onboarding, Interviews, Banking, Loans, Access, Accounting, Risk Management, Credit, Insurance, Mortgage Lending
Education
Northern Essex Community College 2003 — 2005
Associate's Degree, Graphic Design, 2.9
LPL Financial July 2012 - Present
LPL Financial January 2011 - July 2012
LPL Financial January 2008 - January 2011
LPL Financial January 2006 - January 2008
Skills
Microsoft Office, Outlook, Microsoft Excel, PowerPoint, Siebel, Oracle, beta, stellant/IBPM, Customer Service, Relationship Management, Employee Training, Client Relations Skills, Financial Analysis, Accounts Receivable, Microsoft Word, Training, Onboarding, Interviews, Banking, Loans, Access, Accounting, Risk Management, Credit, Insurance, Mortgage Lending
Education
Northern Essex Community College 2003 — 2005
Associate's Degree, Graphic Design, 2.9
Patricia Hall's LPL Financial Experience October 2011 - August 2013
Job Realtor at CENTURY 21 Award
Industry Real Estate
Experience
CENTURY 21 Award August 2014 - Present
Encore Capital Group (Contract) January 2014 - Present
LPL Financial October 2011 - August 2013
Santander Consumer USA Inc. 2010 - June 2012
HSBC Auto Finance May 2006 - 2010
HSBC Auto Finance July 2001 - May 2006
Skills
Leadership, Management, Call Centers, Performance Management, Process Improvement, Training, Employee Relations, Succession Planning, Risk Management, Executive Management, Employee Engagement, Team Building, Employee Benefits, Relationship Management, Financial Services, Change Management, Leadership Development, Personnel Management, Sales, Loans, Finance, Interviews, Organizational..., Organizational..., Applicant Tracking..., College Recruiting, Temporary Placement
Education
UCSD 2011 — 2013
Certificate, Finance, General
National Louis University
Bachelors, Business Management
National Louis University
Masters, Business Management
CENTURY 21 Award August 2014 - Present
Encore Capital Group (Contract) January 2014 - Present
LPL Financial October 2011 - August 2013
Santander Consumer USA Inc. 2010 - June 2012
HSBC Auto Finance May 2006 - 2010
HSBC Auto Finance July 2001 - May 2006
Skills
Leadership, Management, Call Centers, Performance Management, Process Improvement, Training, Employee Relations, Succession Planning, Risk Management, Executive Management, Employee Engagement, Team Building, Employee Benefits, Relationship Management, Financial Services, Change Management, Leadership Development, Personnel Management, Sales, Loans, Finance, Interviews, Organizational..., Organizational..., Applicant Tracking..., College Recruiting, Temporary Placement
Education
UCSD 2011 — 2013
Certificate, Finance, General
National Louis University
Bachelors, Business Management
National Louis University
Masters, Business Management
Zach Walker's LPL Financial Experience August 2006 - January 2010
Job Business Development Manager
Industry Information Technology and Services
Experience
Cisco Systems April 2013 - Present
SolveDirect September 2012 - April 2013
SolveDirect January 2010 - October 2012
SolveDirect January 2010 - October 2010
AIESEC NIU August 2009 - January 2010
LPL Financial August 2006 - January 2010
Education
Northern Illinois University
B.S.
Cisco Systems April 2013 - Present
SolveDirect September 2012 - April 2013
SolveDirect January 2010 - October 2012
SolveDirect January 2010 - October 2010
AIESEC NIU August 2009 - January 2010
LPL Financial August 2006 - January 2010
Education
Northern Illinois University
B.S.
Crystal Horan's LPL Financial Experience July 2015 - Present
Job New Client Onboarding
Industry Financial Services
Experience
LPL Financial July 2015 - Present
LPL Financial June 2013 - July 2015
Hard Rock International December 2009 - June 2011
Wedbush Morgan Securities June 2007 - June 2009
Alaska USA FCU December 2006 - July 2007
Combs Contracting October 2005 - December 2006
Skills
Strategic Financial..., Microsoft Excel, PowerPoint, Customer Service, Investments, Microsoft Word, Outlook, Securities, Equities, Loans, Financial Services, Finance, Budgets, Sales, Accounts Payable, Payroll, System Administration, Microsoft Office, Analysis, Strategic Planning, Forecasting, Time Management, Software Documentation, Accounting, Leadership, Project Management, Training, Management, Teamwork, Recruiting
Education
North Seattle Community College 2009 — 2010
Project Management
Seattle Central College 2005 — 2006
n/a, Computer science, and apparel design
Auburn Riverside High school
LPL Financial July 2015 - Present
LPL Financial June 2013 - July 2015
Hard Rock International December 2009 - June 2011
Wedbush Morgan Securities June 2007 - June 2009
Alaska USA FCU December 2006 - July 2007
Combs Contracting October 2005 - December 2006
Skills
Strategic Financial..., Microsoft Excel, PowerPoint, Customer Service, Investments, Microsoft Word, Outlook, Securities, Equities, Loans, Financial Services, Finance, Budgets, Sales, Accounts Payable, Payroll, System Administration, Microsoft Office, Analysis, Strategic Planning, Forecasting, Time Management, Software Documentation, Accounting, Leadership, Project Management, Training, Management, Teamwork, Recruiting
Education
North Seattle Community College 2009 — 2010
Project Management
Seattle Central College 2005 — 2006
n/a, Computer science, and apparel design
Auburn Riverside High school
Chris Schuler's LPL Financial Experience August 2013 - March 2014
Job HR Systems Analyst at Rady Children's HospitalSan Diego
Industry Human Resources
Experience
Rady Children's Hospital-San Diego March 2014 - Present
LPL Financial August 2013 - March 2014
LPL Financial March 2013 - August 2013
LPL Financial October 2011 - March 2013
AMS Outsourcing May 2010 - June 2011
National University November 2006 - May 2010
AIG Claims Services March 2004 - June 2006
Skills
HRIS, Human Resources, Applicant Tracking..., Analysis, Process Improvement, Recruiting, Workday, ADP EV-5 (Admin), Salesforce.com, Vlookup, Microsoft Excel, ADP E-Time, Auditing, Beeline, iCIMS, MS Excel Pivot Tables, Microsoft Office, Human Capital, Customer Service, Computer Hardware, PeopleSoft, Payroll, Interviews, Deferred Compensation, Personnel Management
Education
National University 2007 — 2009
Masters, Human Resource Management
Western Kentucky University 1999 — 2003
BS, Business Management
Rady Children's Hospital-San Diego March 2014 - Present
LPL Financial August 2013 - March 2014
LPL Financial March 2013 - August 2013
LPL Financial October 2011 - March 2013
AMS Outsourcing May 2010 - June 2011
National University November 2006 - May 2010
AIG Claims Services March 2004 - June 2006
Skills
HRIS, Human Resources, Applicant Tracking..., Analysis, Process Improvement, Recruiting, Workday, ADP EV-5 (Admin), Salesforce.com, Vlookup, Microsoft Excel, ADP E-Time, Auditing, Beeline, iCIMS, MS Excel Pivot Tables, Microsoft Office, Human Capital, Customer Service, Computer Hardware, PeopleSoft, Payroll, Interviews, Deferred Compensation, Personnel Management
Education
National University 2007 — 2009
Masters, Human Resource Management
Western Kentucky University 1999 — 2003
BS, Business Management
Rob Harris, Esq.'s LPL Financial Experience September 2004 - April 2005
Job Financial Services Counsel / Business & Risk Adviser Across Multiple Practice Areas/Disciplines
Industry Legal Services
Experience
Fidelity Investments March 2009 - Present
Wellington Management May 2005 - May 2008
LPL Financial September 2004 - April 2005
Finneran & Nicholson, PC June 1999 - September 2003
Liberty Mutual May 1995 - May 1999
Skills
Securities, Securities Regulation, Risk Management, Intellectual Property, Licensing, Corporate Law, Litigation, Due Diligence, Start-ups, Mediation, Governance, Financial Risk, Finance, Dispute Resolution, Vendor Management, Portfolio Management, Strategy, Corporate Governance, Mergers & Acquisitions, Private Equity, Asset Management
Education
New England Law Boston
JD, Law
Rutgers University-New Brunswick
BA, English
Fidelity Investments March 2009 - Present
Wellington Management May 2005 - May 2008
LPL Financial September 2004 - April 2005
Finneran & Nicholson, PC June 1999 - September 2003
Liberty Mutual May 1995 - May 1999
Skills
Securities, Securities Regulation, Risk Management, Intellectual Property, Licensing, Corporate Law, Litigation, Due Diligence, Start-ups, Mediation, Governance, Financial Risk, Finance, Dispute Resolution, Vendor Management, Portfolio Management, Strategy, Corporate Governance, Mergers & Acquisitions, Private Equity, Asset Management
Education
New England Law Boston
JD, Law
Rutgers University-New Brunswick
BA, English
Susan Speth's LPL Financial Experience March 1995 - May 2000
Job Business Analyst Consultant
Industry Information Technology and Services
Experience
State of Oregon January 2015 - Present
UTi Worldwide January 2014 - October 2014
Umpqua Bank May 2013 - January 2014
Wells Fargo January 2012 - May 2013
Wells Fargo Bank June 2009 - January 2012
Nike January 2007 - March 2008
Nike December 2000 - December 2007
Intuit May 2000 - October 2000
LPL Financial March 1995 - May 2000
National University April 1993 - March 1995
Skills
Testing, Quality Assurance, Business Analysis, Visio, Agile Methodologies, Process Improvement, Requirements Gathering, Systems Analysis, Performance Testing, Microsoft SQL Server, Software Documentation, Troubleshooting, Change Management, Business Requirements, User Acceptance Testing, Software Quality..., Test Planning, PL/SQL, Technical Support, SDLC, Requirements Analysis, Integration, CRM, Agile Project Management, Siebel, Business Process, Software Development, Analysis, Waterfall, Supply Chain, Project Management, Gap Analysis, System Testing, Release Management, Data Migration, SharePoint, Software Project...
Education
National University 1991 — 1993
BSCS, Computer Science
State of Oregon January 2015 - Present
UTi Worldwide January 2014 - October 2014
Umpqua Bank May 2013 - January 2014
Wells Fargo January 2012 - May 2013
Wells Fargo Bank June 2009 - January 2012
Nike January 2007 - March 2008
Nike December 2000 - December 2007
Intuit May 2000 - October 2000
LPL Financial March 1995 - May 2000
National University April 1993 - March 1995
Skills
Testing, Quality Assurance, Business Analysis, Visio, Agile Methodologies, Process Improvement, Requirements Gathering, Systems Analysis, Performance Testing, Microsoft SQL Server, Software Documentation, Troubleshooting, Change Management, Business Requirements, User Acceptance Testing, Software Quality..., Test Planning, PL/SQL, Technical Support, SDLC, Requirements Analysis, Integration, CRM, Agile Project Management, Siebel, Business Process, Software Development, Analysis, Waterfall, Supply Chain, Project Management, Gap Analysis, System Testing, Release Management, Data Migration, SharePoint, Software Project...
Education
National University 1991 — 1993
BSCS, Computer Science
Shawn O'Keefe's LPL Financial Experience 2003 - Present
Job Supervisor at LPL Technical Support
Industry Financial Services
Experience
Bring the Fun Home June 2003 - Present
LPL Financial 2003 - Present
eStamp January 1999 - May 2003
CompassLearning 1994 - 1998
Skills
Series 63, Series 7, Wealth Management, Mutual Funds, Retirement Planning, Securities, Retirement, Investment Advisory, IRAs, Investments, Asset Allocation, 401k, Strategic Financial..., Series 24, Asset Management, Uniform Combined State..., Estate Planning, Series 6, Insurance, Equities
Education
New York University 1987 — 1989
Film
Bring the Fun Home June 2003 - Present
LPL Financial 2003 - Present
eStamp January 1999 - May 2003
CompassLearning 1994 - 1998
Skills
Series 63, Series 7, Wealth Management, Mutual Funds, Retirement Planning, Securities, Retirement, Investment Advisory, IRAs, Investments, Asset Allocation, 401k, Strategic Financial..., Series 24, Asset Management, Uniform Combined State..., Estate Planning, Series 6, Insurance, Equities
Education
New York University 1987 — 1989
Film
Sean McKelvey's LPL Financial Experience February 2010 - March 2013
Job Associate Publisher, Best Version Media
Industry Public Relations and Communications
Experience
Bank of America September 2015 - Present
AXA Equitable March 2013 - April 2015
LPL Financial February 2010 - March 2013
Bank of America November 2007 - March 2009
Bank of America February 2005 - November 2007
Liberty Mutual Insurance March 2002 - January 2005
Skills
Mutual Funds, IRAs, Financial Services, Microsoft Office, Microsoft Excel, Account Management, Customer Service, Event Planning, Business Planning, Team Building, Coaching, Product Development, Contract Negotiation, Sales Management, Asset Management, Negotiation, Retirement, Securities, Investment Strategies, Portfolio Management, Strategic Planning, Capital Markets, Banking, Marketing, Trading, Mergers & Acquisitions, Public Speaking, Leadership, Analysis, Strategic Financial..., Insurance, Investments, Market Research, Investment Advisory, CRM, Equities, Finance, Fixed Income, Credit, Estate Planning, Budgets, Management, Financial Analysis, Wealth Management, Risk Management, Microsoft Word, PowerPoint, Sales, Forecasting, Alternative Investments
Education
Queens University of Charlotte 2015 — 2017
Master of Arts (MA), Communication and Media Studies
New York University 1997 — 1999
Bachelor of Applied Science (B.A.Sc.), Communication and Media Studies
Bank of America September 2015 - Present
AXA Equitable March 2013 - April 2015
LPL Financial February 2010 - March 2013
Bank of America November 2007 - March 2009
Bank of America February 2005 - November 2007
Liberty Mutual Insurance March 2002 - January 2005
Skills
Mutual Funds, IRAs, Financial Services, Microsoft Office, Microsoft Excel, Account Management, Customer Service, Event Planning, Business Planning, Team Building, Coaching, Product Development, Contract Negotiation, Sales Management, Asset Management, Negotiation, Retirement, Securities, Investment Strategies, Portfolio Management, Strategic Planning, Capital Markets, Banking, Marketing, Trading, Mergers & Acquisitions, Public Speaking, Leadership, Analysis, Strategic Financial..., Insurance, Investments, Market Research, Investment Advisory, CRM, Equities, Finance, Fixed Income, Credit, Estate Planning, Budgets, Management, Financial Analysis, Wealth Management, Risk Management, Microsoft Word, PowerPoint, Sales, Forecasting, Alternative Investments
Education
Queens University of Charlotte 2015 — 2017
Master of Arts (MA), Communication and Media Studies
New York University 1997 — 1999
Bachelor of Applied Science (B.A.Sc.), Communication and Media Studies
Brandon Barnett's LPL Financial Experience January 2012 - May 2012
Job Financial Analyst at Audatex
Industry Financial Services
Experience
Audatex October 2012 - Present
LPL Financial January 2012 - May 2012
Piper Jaffray January 2010 - June 2010
New England Pension Consultants January 2008 - June 2008
Wells Fargo Advisors September 2006 - December 2006
Skills
Access, Investment Banking, Oracle, Business Analysis, Finance, Cognos, Financial Modeling, Leadership, Microsoft Excel, Analysis, Corporate Finance, Microsoft Office
Education
Northeastern University 2007 — 2011
Audatex October 2012 - Present
LPL Financial January 2012 - May 2012
Piper Jaffray January 2010 - June 2010
New England Pension Consultants January 2008 - June 2008
Wells Fargo Advisors September 2006 - December 2006
Skills
Access, Investment Banking, Oracle, Business Analysis, Finance, Cognos, Financial Modeling, Leadership, Microsoft Excel, Analysis, Corporate Finance, Microsoft Office
Education
Northeastern University 2007 — 2011
Dale Munson's LPL Financial Experience March 2003 - May 2008
Job CEO at Cache Private Capital Diversified Fund
Industry Investment Management
Experience
Cache Private Capital June 2008 - Present
Fundingdatabase.com May 2011 - Present
J.P. Turner & Company, LLC May 2008 - October 2009
LPL Financial March 2003 - May 2008
Skills
Loans, Finance, Private Equity, Portfolio Management, Investments, Wealth Management, Mutual Funds, Venture Capital, Equities, Funding, Asset Management, Alternative Investments, Investors, Due Diligence, Investment Strategies
Education
Utah State University 1992 — 1998
BS
Regis University 1991 — 1992
Northwest College 1987 — 1989
Cache Private Capital June 2008 - Present
Fundingdatabase.com May 2011 - Present
J.P. Turner & Company, LLC May 2008 - October 2009
LPL Financial March 2003 - May 2008
Skills
Loans, Finance, Private Equity, Portfolio Management, Investments, Wealth Management, Mutual Funds, Venture Capital, Equities, Funding, Asset Management, Alternative Investments, Investors, Due Diligence, Investment Strategies
Education
Utah State University 1992 — 1998
BS
Regis University 1991 — 1992
Northwest College 1987 — 1989
Sharad Udyawar's LPL Financial Experience May 2002 - July 2002
Job IT Analyst at Coherent
Industry Electrical/Electronic Manufacturing
Experience
Coherent July 2008 - Present
National Pen December 2007 - July 2008
Tektronix November 2006 - December 2007
Logical Apps (acquired by Oracle) November 2004 - July 2005
Coherent December 2002 - November 2004
Wind River August 2002 - December 2002
LPL Financial May 2002 - July 2002
Monona Wire Corp(acquired by CVG Group) November 2001 - February 2002
eGain Corporation September 2000 - November 2001
Constellar(now part of DataMirror) March 2000 - September 2000
Skills
Oracle E-Business Suite, ERP, Oracle Applications, Oracle Agile PLM, B2B Integration
Education
K J Somaiya College of Engg
Bachelor's Degree, Industrial Engineering
Narsee Monjee Institute of Management Studies
Master of Business Administration (M.B.A.)
St Anne's
St Anne's
Coherent July 2008 - Present
National Pen December 2007 - July 2008
Tektronix November 2006 - December 2007
Logical Apps (acquired by Oracle) November 2004 - July 2005
Coherent December 2002 - November 2004
Wind River August 2002 - December 2002
LPL Financial May 2002 - July 2002
Monona Wire Corp(acquired by CVG Group) November 2001 - February 2002
eGain Corporation September 2000 - November 2001
Constellar(now part of DataMirror) March 2000 - September 2000
Skills
Oracle E-Business Suite, ERP, Oracle Applications, Oracle Agile PLM, B2B Integration
Education
K J Somaiya College of Engg
Bachelor's Degree, Industrial Engineering
Narsee Monjee Institute of Management Studies
Master of Business Administration (M.B.A.)
St Anne's
St Anne's
Lisa Reeder's LPL Financial Experience July 2015 - Present
Job Business Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial July 2015 - Present
LPL Financial June 2008 - Present
LPL Financial 2008 - 2014
Nicholas Applegate/Allianz Global Investors December 2006 - May 2008
PETCO January 2003 - December 2006
Skills
Administrative..., Visio, Microsoft Office, Event Planning, Project Management, Budgets, Employee Relations, Data Entry, Process Improvement, Expense Management, Vendor Management, Outlook, PowerPoint, Microsoft Excel, Team Building, Product Management, Management, Time Management
Education
National University 1993 — 1995
AA, Psychology
Greenhill School 1971 — 1983
LPL Financial July 2015 - Present
LPL Financial June 2008 - Present
LPL Financial 2008 - 2014
Nicholas Applegate/Allianz Global Investors December 2006 - May 2008
PETCO January 2003 - December 2006
Skills
Administrative..., Visio, Microsoft Office, Event Planning, Project Management, Budgets, Employee Relations, Data Entry, Process Improvement, Expense Management, Vendor Management, Outlook, PowerPoint, Microsoft Excel, Team Building, Product Management, Management, Time Management
Education
National University 1993 — 1995
AA, Psychology
Greenhill School 1971 — 1983
Cynthia Altieri, PMP's LPL Financial Experience July 2008 - March 2009
Job Process Excellence Business Partner at Intuit
Industry Computer Software
Experience
Intuit February 2012 - Present
LPL Financial July 2008 - March 2009
EMC February 2006 - June 2008
Skills
PMP, Lean Manufacturing, Kaizen, Change Management, Cross-functional Team..., Process Improvement, Strategy, Program Management, IT Strategy, Business Process, Business Analysis, Integration, Six Sigma, Enterprise Software, Management, Team Building, Agile Methodologies, Leadership, PMO
Education
Northeastern University
Software Engineering
University of Rhode Island
BA, Political Science, Business
Intuit February 2012 - Present
LPL Financial July 2008 - March 2009
EMC February 2006 - June 2008
Skills
PMP, Lean Manufacturing, Kaizen, Change Management, Cross-functional Team..., Process Improvement, Strategy, Program Management, IT Strategy, Business Process, Business Analysis, Integration, Six Sigma, Enterprise Software, Management, Team Building, Agile Methodologies, Leadership, PMO
Education
Northeastern University
Software Engineering
University of Rhode Island
BA, Political Science, Business
Colleen Caine's LPL Financial Experience May 2013 - November 2013
Job Executive Assistant at CohnRezick LLP
Industry Legal Services
Experience
CohnRezick LLP January 2015 - Present
LPL Financial May 2013 - November 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop
Education
Northeastern University 2000 — 2000
Paralegal Certificate, Paralegal
Quincy College 1980 — 1982
Associate of Science (A.S.), Medical Secretarial
CohnRezick LLP January 2015 - Present
LPL Financial May 2013 - November 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop
Education
Northeastern University 2000 — 2000
Paralegal Certificate, Paralegal
Quincy College 1980 — 1982
Associate of Science (A.S.), Medical Secretarial
Bruce Ficken's LPL Financial Experience February 2012 - Present
Job Wealth Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial February 2012 - Present
PGB Financial Services February 2012 - July 2014
Merrill Lynch October 2009 - January 2011
ARCS Commerical 1987 - 2001
Skills
Finance, Investments, Insurance, Portfolio Management, Financial Services, Estate Planning, Asset Management, Small Business, Investment Advisory, Mortgage Lending, Wealth Management, Retirement, Financial Analysis, Banking, Business Strategy, Customer Service, Commercial Lending, Asset Allocation, Strategic Financial..., Equities, Public Speaking, Loans, Credit, Credit Analysis, Series 7, Risk Management, Asset Managment, 401k, Retirement Planning, Underwriting, Financial Advisory, Sports Business, Financial Planning
Education
Teachers College of Columbia University 2006 — 2007
Certificate in Financial Planning, Investments and Securities, Financial Planing
New York University 2003 — 2005
M.S. Real Estate, Sports Business
Tulane University 1978 — 1982
B.A., History
LPL Financial February 2012 - Present
PGB Financial Services February 2012 - July 2014
Merrill Lynch October 2009 - January 2011
ARCS Commerical 1987 - 2001
Skills
Finance, Investments, Insurance, Portfolio Management, Financial Services, Estate Planning, Asset Management, Small Business, Investment Advisory, Mortgage Lending, Wealth Management, Retirement, Financial Analysis, Banking, Business Strategy, Customer Service, Commercial Lending, Asset Allocation, Strategic Financial..., Equities, Public Speaking, Loans, Credit, Credit Analysis, Series 7, Risk Management, Asset Managment, 401k, Retirement Planning, Underwriting, Financial Advisory, Sports Business, Financial Planning
Education
Teachers College of Columbia University 2006 — 2007
Certificate in Financial Planning, Investments and Securities, Financial Planing
New York University 2003 — 2005
M.S. Real Estate, Sports Business
Tulane University 1978 — 1982
B.A., History
Mimi (Levin) Carsley's LPL Financial Experience April 2015 - Present
Job EVP, Treasurer at LPL Financial
Industry Financial Services
Experience
LPL Financial April 2015 - Present
LPL Financial March 2014 - Present
Bluewater Global 2010 - Present
Microsoft 1995 - 2010
Financial Security Assurance 1993 - 1995
JPMorgan Chase 1991 - 1993
Education
New York University 1993 — 1995
Master of Business Administration (MBA)
Skidmore College 1987 — 1991
BA Economics
LPL Financial April 2015 - Present
LPL Financial March 2014 - Present
Bluewater Global 2010 - Present
Microsoft 1995 - 2010
Financial Security Assurance 1993 - 1995
JPMorgan Chase 1991 - 1993
Education
New York University 1993 — 1995
Master of Business Administration (MBA)
Skidmore College 1987 — 1991
BA Economics
Manuel Epperly's LPL Financial Experience October 2014 - Present
Job Research Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial October 2014 - Present
Northeastern University - 360 Huntington Fund September 2012 - June 2015
Vanderweil Engineers 2010 - October 2014
New Energy Alliance August 2009 - January 2010
W.T. Rich Construction Inc May 2008 - August 2008
Skills
PLS-CADD, Revit, AutoCAD, Construction, Construction Management, Transmission, CAD, Microstation, MS Project, Project Planning, Engineering, Primavera P6, Project Engineering, Project Management, Energy, Microsoft Office, Microsoft Excel, Financial Analysis, Analysis, PowerPoint, Microsoft Word
Education
Northeastern University 2012 — 2015
MBA/MSF, Mutual Fund Management, Investments
Wentworth Institute of Technology 2006 — 2010
Bachelor of Science, Construction Management
LPL Financial October 2014 - Present
Northeastern University - 360 Huntington Fund September 2012 - June 2015
Vanderweil Engineers 2010 - October 2014
New Energy Alliance August 2009 - January 2010
W.T. Rich Construction Inc May 2008 - August 2008
Skills
PLS-CADD, Revit, AutoCAD, Construction, Construction Management, Transmission, CAD, Microstation, MS Project, Project Planning, Engineering, Primavera P6, Project Engineering, Project Management, Energy, Microsoft Office, Microsoft Excel, Financial Analysis, Analysis, PowerPoint, Microsoft Word
Education
Northeastern University 2012 — 2015
MBA/MSF, Mutual Fund Management, Investments
Wentworth Institute of Technology 2006 — 2010
Bachelor of Science, Construction Management
Getasew Yesegat's LPL Financial Experience August 2015 - Present
Job Senior SEC Reporting Analyst at LPL Financial
Industry Accounting
Experience
LPL Financial August 2015 - Present
PwC June 2013 - August 2015
PwC January 2011 - June 2013
Legal Reprographic, Inc January 2005 - November 2008
Unity University, Addiss Ababa, Ethiopia March 2003 - May 2004
Skills
Auditing, Accounting, Accounts Payable, Financial Accounting, Process Improvement, Management, Software Documentation, Invoicing, VAT, Databases, Troubleshooting, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, GAAP, US GAAP, SEC filings
Education
National University 2009 — 2010
Masters, Accounting
Unity University 1999 — 2003
B.A, Accounting
California Board of Accountancy
Certified Public Accountant (CPA)
LPL Financial August 2015 - Present
PwC June 2013 - August 2015
PwC January 2011 - June 2013
Legal Reprographic, Inc January 2005 - November 2008
Unity University, Addiss Ababa, Ethiopia March 2003 - May 2004
Skills
Auditing, Accounting, Accounts Payable, Financial Accounting, Process Improvement, Management, Software Documentation, Invoicing, VAT, Databases, Troubleshooting, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, GAAP, US GAAP, SEC filings
Education
National University 2009 — 2010
Masters, Accounting
Unity University 1999 — 2003
B.A, Accounting
California Board of Accountancy
Certified Public Accountant (CPA)
Glen Pascual's LPL Financial Experience June 2010 - November 2010
Job Senior QA at Intuit
Industry Financial Services
Experience
Intuit October 2011 - Present
Sony May 2011 - October 2011
LPL Financial June 2010 - November 2010
Symitar October 2004 - June 2010
DataQuick 2001 - 2004
Skills
SDLC, Software Quality..., Test Planning, Test Automation, Agile Methodologies
Education
National University 2001 — 2008
Master's degree, Information Technology
National University 2001 — 2008
Master's degree, Business Administration and Management, General
Intuit October 2011 - Present
Sony May 2011 - October 2011
LPL Financial June 2010 - November 2010
Symitar October 2004 - June 2010
DataQuick 2001 - 2004
Skills
SDLC, Software Quality..., Test Planning, Test Automation, Agile Methodologies
Education
National University 2001 — 2008
Master's degree, Information Technology
National University 2001 — 2008
Master's degree, Business Administration and Management, General
Sahnia D. Hobson Oates, MBA's LPL Financial Experience October 2013 - April 2014
Job Project Coordinator at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2014 - Present
Johnson C Smith Univer August 2013 - Present
LPL Financial October 2013 - April 2014
Bank of America February 2013 - June 2013
Bank of America August 2005 - February 2013
Skills
Process Improvement, Project Management, Business Analysis, Management, Business Process..., Leadership, SharePoint, Marketing, PMO, Training, Vendor Management
Education
University of Phoenix 2008 — 2011
MBA, Global Management, Human Resource Management
North Carolina Agricultural and Technical State University 1995 — 1999
Bachelor of Science (BS), Marketing
Wells Fargo June 2014 - Present
Johnson C Smith Univer August 2013 - Present
LPL Financial October 2013 - April 2014
Bank of America February 2013 - June 2013
Bank of America August 2005 - February 2013
Skills
Process Improvement, Project Management, Business Analysis, Management, Business Process..., Leadership, SharePoint, Marketing, PMO, Training, Vendor Management
Education
University of Phoenix 2008 — 2011
MBA, Global Management, Human Resource Management
North Carolina Agricultural and Technical State University 1995 — 1999
Bachelor of Science (BS), Marketing
Cullen Bynum's LPL Financial Experience
Job Service Center Rep. 360 at LPL Financial
Industry Financial Services
Experience
LPL Financial
Skills
Wealth Management, Investments, Retirement Planning, Mutual Funds, Series 7, Financial Services, Relationship Management, Series 63, Fixed Annuities, Asset Allocation, Securities, 401k, Retirement, IRAs, Investment Advisory, FINRA
Education
North Carolina Agricultural and Technical State University 1991 — 1995
Bachelor's degree, Industrial Technology/Technician, 3.0
LPL Financial
Skills
Wealth Management, Investments, Retirement Planning, Mutual Funds, Series 7, Financial Services, Relationship Management, Series 63, Fixed Annuities, Asset Allocation, Securities, 401k, Retirement, IRAs, Investment Advisory, FINRA
Education
North Carolina Agricultural and Technical State University 1991 — 1995
Bachelor's degree, Industrial Technology/Technician, 3.0
Teresa (Krueger) Schnell's LPL Financial Experience May 2013 - November 2013
Job Office Assistant at LPL Financial
Industry Human Resources
Experience
LPL Financial May 2013 - November 2013
Verifications, Inc. January 2008 - May 2013
Wal-Mart October 2005 - January 2008
Skills
Customer Service, Microsoft Office, Salesforce.com, Outlook, Data Entry, Recruiting, Customer Satisfaction, Training, Employee Relations
Education
Northern State University 2005 — 2009
Bachelor of Arts, Sociology
LPL Financial May 2013 - November 2013
Verifications, Inc. January 2008 - May 2013
Wal-Mart October 2005 - January 2008
Skills
Customer Service, Microsoft Office, Salesforce.com, Outlook, Data Entry, Recruiting, Customer Satisfaction, Training, Employee Relations
Education
Northern State University 2005 — 2009
Bachelor of Arts, Sociology
Vann Stephens's LPL Financial Experience
Job Senior Project Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial
Skills
Business Analysis, Risk Management, Financial Services, Finance, Banking, Financial Analysis
Education
North Carolina State University 1990 — 1992
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Southeastern Community College 1986 — 1988
Associate of Arts (AA)
LPL Financial
Skills
Business Analysis, Risk Management, Financial Services, Finance, Banking, Financial Analysis
Education
North Carolina State University 1990 — 1992
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Southeastern Community College 1986 — 1988
Associate of Arts (AA)
Dominic Steele's LPL Financial Experience September 2011 - December 2012
Job Mail Handler at United States Postal Service
Industry Government Administration
Experience
United States Postal Service January 2014 - Present
LPL Financial September 2011 - December 2012
Virginia Tech 2007 - 2009
Education
Virginia Polytechnic Institute and State University 2007 — 2009
Master of Science (MS), Veterinary Biomedical and Clinical Sciences
North Carolina Agricultural and Technical State University 1999 — 2003
Bachelor of Science (B.S.), Animal Sciences
United States Postal Service January 2014 - Present
LPL Financial September 2011 - December 2012
Virginia Tech 2007 - 2009
Education
Virginia Polytechnic Institute and State University 2007 — 2009
Master of Science (MS), Veterinary Biomedical and Clinical Sciences
North Carolina Agricultural and Technical State University 1999 — 2003
Bachelor of Science (B.S.), Animal Sciences
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.