LPL Financial
Industry: Financial services company
DescriptionLPL Financial LLC is the largest independent broker-dealer in the United States. As of 2017 the company had more than 15,000 financial advisors, over $615 billion in advisory & brokerage assets, and generated approximately $4.2 billion in annual revenue for the 2017 fiscal year. Headquarters: Boston, Massachusetts, United States CEO: Dan Arnold (Jan 2017–) Subsidiaries: AdvisoryWorld, Inc., LINSCO PRIVATE LEDGER CORP, Private Trust Co, Fortigent Holdings Company, Inc. Parent organization: LPL Financial Holdings Inc
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3,941 LPL Financial employees in database. Find out everything there's to know about LPL Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
LPL Financial Employees
Employee
Years
Job
Industry
Rosann Arguello-Tanner Rosann Arguello-Tanner's LPL Financial Experience November 1996 - November 2012
Job Internal Control Operations at CUSO Financial Services, LP
Industry Financial Services
Experience
CUSO Financial Services, LP April 2013 - Present
LPL Financial November 1996 - November 2012
Foresters Equity Services, Inc. March 1994 - October 1996
First Affiliated Holdings Inc. 1987 - 1993
Skills
Strong Team Leadership, Client Accountable, Staff..., Performance Management, Project Management, Problem Solving &..., Self Motivated/Quick..., Contract Negotiation, Cost Reduction..., Investment Advisory, Strategic Financial..., Forecasting, Financial Analysis, Uniform Combined State..., Budgets, Financial Services, Leadership, Series 7, Accounting, Series 63, Securities, FINRA, Mutual Funds, 401k, Asset Allocation, Series 6, Retirement Planning, Retirement, Variable Annuities, Asset Management, Alternative Investments, Process Improvement, Wealth Management, Management, Financial Planning, Investment Strategies, Risk Management, Finance, Insurance, Investments, IRAs, Fixed Annuities
Education
Point Loma Nazarene University
University of Phoenix-San Diego Campus
Bachelor of Science Business Administration, Business Administration and Management, General
CUSO Financial Services, LP April 2013 - Present
LPL Financial November 1996 - November 2012
Foresters Equity Services, Inc. March 1994 - October 1996
First Affiliated Holdings Inc. 1987 - 1993
Skills
Strong Team Leadership, Client Accountable, Staff..., Performance Management, Project Management, Problem Solving &..., Self Motivated/Quick..., Contract Negotiation, Cost Reduction..., Investment Advisory, Strategic Financial..., Forecasting, Financial Analysis, Uniform Combined State..., Budgets, Financial Services, Leadership, Series 7, Accounting, Series 63, Securities, FINRA, Mutual Funds, 401k, Asset Allocation, Series 6, Retirement Planning, Retirement, Variable Annuities, Asset Management, Alternative Investments, Process Improvement, Wealth Management, Management, Financial Planning, Investment Strategies, Risk Management, Finance, Insurance, Investments, IRAs, Fixed Annuities
Education
Point Loma Nazarene University
University of Phoenix-San Diego Campus
Bachelor of Science Business Administration, Business Administration and Management, General
Derrick Maughn Derrick Maughn's LPL Financial Experience January 2005 - June 2006
Job B2B Sales at ATN
Industry Telecommunications
Experience
Coyote Logistics January 2014 - Present
Self-Employed October 2010 - Present
Associated Telecommunications Network April 2013 - August 2013
Complete Solar Solution February 2013 - April 2013
Certified Network Management June 2006 - November 2010
LPL Financial January 2005 - June 2006
La Jolla Beach & Tennis Club, Inc. July 2003 - November 2004
Pepperdine University November 2001 - December 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Web Development, Fruity Loops, Technical Support, Customer Service, Dreamweaver, Music Production, Sudoku, Video Editing, Video Production, B2B Marketing, Retail Sales, Document Review, Telemarketing, Paradigm Shifts, 10 Key, Spanish-speaking, PC, Tablet PC, Gaming Industry, Travel Planning, Model Building, Leadership, HTML 5, HTML, CSS, Komodo Edit, Sales, Windows, Audio Engineering, Data Entry, Written & Oral..., Presentation Design, Quick Thinker, Learning Quickly, Strategic Planning, Wireless Networking, PowerPoint
Education
Pepperdine University 2001 — 2005
International Business with emphasis in Computer Science (Spanish minor)
Coyote Logistics January 2014 - Present
Self-Employed October 2010 - Present
Associated Telecommunications Network April 2013 - August 2013
Complete Solar Solution February 2013 - April 2013
Certified Network Management June 2006 - November 2010
LPL Financial January 2005 - June 2006
La Jolla Beach & Tennis Club, Inc. July 2003 - November 2004
Pepperdine University November 2001 - December 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Web Development, Fruity Loops, Technical Support, Customer Service, Dreamweaver, Music Production, Sudoku, Video Editing, Video Production, B2B Marketing, Retail Sales, Document Review, Telemarketing, Paradigm Shifts, 10 Key, Spanish-speaking, PC, Tablet PC, Gaming Industry, Travel Planning, Model Building, Leadership, HTML 5, HTML, CSS, Komodo Edit, Sales, Windows, Audio Engineering, Data Entry, Written & Oral..., Presentation Design, Quick Thinker, Learning Quickly, Strategic Planning, Wireless Networking, PowerPoint
Education
Pepperdine University 2001 — 2005
International Business with emphasis in Computer Science (Spanish minor)
Michael Lambe Michael Lambe's LPL Financial Experience September 2008 - March 2010
Job Client Intelligence Unit Analyst II
Industry Financial Services
Experience
TIAA-CREF July 2014 - Present
Wells Fargo Financial August 2011 - July 2014
LPL Financial September 2008 - March 2010
E*TRADE Financial April 2007 - July 2008
E*TRADE Financial March 2006 - June 2008
E*TRADE Financial June 2006 - April 2007
AXA Equitable June 2002 - March 2006
Skills
Series 7, Series 63, Equities, Financial Services, Trading Systems, Call Centers, Securities, Trading, Management, FINRA, Investments, Asset Allocation, Mutual Funds, Customer Service, Banking, Wealth Management, Retirement Planning
Education
University of North Carolina at Charlotte - Belk College of Business 2001 — 2005
BA, Business Administration
Pfeiffer University
Master's Degree, Financial Fraud Investigations
TIAA-CREF July 2014 - Present
Wells Fargo Financial August 2011 - July 2014
LPL Financial September 2008 - March 2010
E*TRADE Financial April 2007 - July 2008
E*TRADE Financial March 2006 - June 2008
E*TRADE Financial June 2006 - April 2007
AXA Equitable June 2002 - March 2006
Skills
Series 7, Series 63, Equities, Financial Services, Trading Systems, Call Centers, Securities, Trading, Management, FINRA, Investments, Asset Allocation, Mutual Funds, Customer Service, Banking, Wealth Management, Retirement Planning
Education
University of North Carolina at Charlotte - Belk College of Business 2001 — 2005
BA, Business Administration
Pfeiffer University
Master's Degree, Financial Fraud Investigations
Barrett Benson Barrett Benson's LPL Financial Experience 2005 - 2007
Job Wealth Advisor at Benson Wealth Management, Inc.
Industry Financial Services
Experience
Benson Wealth Management, Inc. October 2012 - Present
Wells Fargo Advisors, LLC 2009 - September 2012
Wachovia Securities Financial Network 2008 - 2009
A.G. Edwards & Sons, Inc. (a predecessor firm of Wells Fargo Advisors,LLC) 2007 - 2008
LPL Financial 2005 - 2007
Financial Network Investment Corporation, Member SIPC 2003 - 2005
Education
Pacific Union College 1997 — 2001
B.S., Marketing
Benson Wealth Management, Inc. October 2012 - Present
Wells Fargo Advisors, LLC 2009 - September 2012
Wachovia Securities Financial Network 2008 - 2009
A.G. Edwards & Sons, Inc. (a predecessor firm of Wells Fargo Advisors,LLC) 2007 - 2008
LPL Financial 2005 - 2007
Financial Network Investment Corporation, Member SIPC 2003 - 2005
Education
Pacific Union College 1997 — 2001
B.S., Marketing
Michael Calvillo Becerra's LPL Financial Experience October 2013 - Present
Job Associate Service Consultant 360 at LPL Financial
Industry Financial Services
Experience
LPL Financial October 2013 - Present
Wells Fargo October 2011 - November 2013
Best Buy Financial Department January 2009 - November 2011
Skills
Microsoft Office, Customer Service, Project Management, Management, Microsoft Excel, Strategic Planning, Research, Microsoft Word, Leadership, Public Speaking
Education
Platt College-San Diego 2014 — 2016
Bachelor’s Degree, Graphic Design Marketing
San Diego State University-California State University
LPL Financial October 2013 - Present
Wells Fargo October 2011 - November 2013
Best Buy Financial Department January 2009 - November 2011
Skills
Microsoft Office, Customer Service, Project Management, Management, Microsoft Excel, Strategic Planning, Research, Microsoft Word, Leadership, Public Speaking
Education
Platt College-San Diego 2014 — 2016
Bachelor’s Degree, Graphic Design Marketing
San Diego State University-California State University
Peter Keller, CFP® AIF® Peter Keller, CFP® AIF®'s LPL Financial Experience May 2007 - January 2012
Job Financial Planner at Pure Financial Advisors
Industry Financial Services
Experience
Pure Financial Advisors February 2012 - Present
LPL Financial May 2007 - January 2012
Skills
Retirement Planning, Strategic Financial..., Series 7, Wealth Management, Asset Allocation, Mutual Funds, Portfolio Management, Retirement, Investment Strategies, Estate Planning, Investment Management, Alternative Investments, Long-term Care, Personal Finance, Equities, Investment Advisory, Financial Services, 401k, Risk Management, Variable Annuities, Series 65, Financial Planners, Series 63, Fixed Income, Securities, Financial Advisory, Investments, IRAs, Uniform Combined State..., Fixed Annuities, FINRA, Wealth Management..., 401k Rollovers, Series 6, Wealth Accumulation, Wealth, Certified Financial..., Series 24, ETFs, Asset Management, High Net Worth..., Retirement Plan..., Life Insurance, Financial Goals, Pensions, 529 Plans, Separately Managed..., Disability Insurance, College Savings Plans, Financial Planning
Education
Olivet College 1989 — 1993
BA, Business Admin.
Pure Financial Advisors February 2012 - Present
LPL Financial May 2007 - January 2012
Skills
Retirement Planning, Strategic Financial..., Series 7, Wealth Management, Asset Allocation, Mutual Funds, Portfolio Management, Retirement, Investment Strategies, Estate Planning, Investment Management, Alternative Investments, Long-term Care, Personal Finance, Equities, Investment Advisory, Financial Services, 401k, Risk Management, Variable Annuities, Series 65, Financial Planners, Series 63, Fixed Income, Securities, Financial Advisory, Investments, IRAs, Uniform Combined State..., Fixed Annuities, FINRA, Wealth Management..., 401k Rollovers, Series 6, Wealth Accumulation, Wealth, Certified Financial..., Series 24, ETFs, Asset Management, High Net Worth..., Retirement Plan..., Life Insurance, Financial Goals, Pensions, 529 Plans, Separately Managed..., Disability Insurance, College Savings Plans, Financial Planning
Education
Olivet College 1989 — 1993
BA, Business Admin.
Jennifer Gabriel's LPL Financial Experience December 2009 - May 2011
Job Registered Client Associate, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2013 - Present
State of Colorado May 2011 - October 2013
LPL Financial December 2009 - May 2011
Loveland Ski Area October 2010 - April 2011
Wells Fargo August 2007 - December 2009
Wells Fargo 2004 - 2007
Emerita 2001 - 2003
Gardenburger, Inc. 1997 - 2001
Dole Food Company 1995 - 1997
Organic Food Products 1993 - 1995
Skills
Management, Strategy, Strategic Planning, Budgets, CRM, Sales, Pricing, Project Planning, Microsoft Excel, Training, Retail, Program Management, Customer Service, Event Management, Music, Executive Administrative, Administrative Functions, Microsoft Office, Food, Advertising, Start-ups, Business Planning, Sales Management, Human Resources, Finance, Leadership, Marketing, Purchasing, Public Relations, Entrepreneurship, Social Networking, Efficiency, Category Management
Education
Northwestern University 1983 — 1984
M M, Music
Oberlin College 1981 — 1983
B M, Music
University of Evansville 1979 — 1981
Music performance
Interlochen Arts Academy 1977 — 1979
diploma, Music performance - clarinet
Wells Fargo Advisors, LLC October 2013 - Present
State of Colorado May 2011 - October 2013
LPL Financial December 2009 - May 2011
Loveland Ski Area October 2010 - April 2011
Wells Fargo August 2007 - December 2009
Wells Fargo 2004 - 2007
Emerita 2001 - 2003
Gardenburger, Inc. 1997 - 2001
Dole Food Company 1995 - 1997
Organic Food Products 1993 - 1995
Skills
Management, Strategy, Strategic Planning, Budgets, CRM, Sales, Pricing, Project Planning, Microsoft Excel, Training, Retail, Program Management, Customer Service, Event Management, Music, Executive Administrative, Administrative Functions, Microsoft Office, Food, Advertising, Start-ups, Business Planning, Sales Management, Human Resources, Finance, Leadership, Marketing, Purchasing, Public Relations, Entrepreneurship, Social Networking, Efficiency, Category Management
Education
Northwestern University 1983 — 1984
M M, Music
Oberlin College 1981 — 1983
B M, Music
University of Evansville 1979 — 1981
Music performance
Interlochen Arts Academy 1977 — 1979
diploma, Music performance - clarinet
Dan Truax-Weston Dan Truax-Weston's LPL Financial Experience September 2014 - Present
Job AVP QA Automation, Performance, and Production Support at LPL Financial
Industry Information Technology and Services
Experience
LPL Financial September 2014 - Present
LPL Financial January 2014 - September 2014
LPL Financial October 2011 - December 2013
LPL Financial May 2011 - September 2011
ViaSat August 2010 - April 2011
ViaSat April 2009 - September 2010
Infrastructure Development Corporation March 2008 - February 2009
EndGame Advantage LLC June 2000 - March 2008
Integrated Ventures LLC June 1998 - June 2000
World Share Inc. July 1997 - May 1998
Skills
SDLC, Disaster Recovery, Program Management, Competitive Intelligence, Data Center, Business Development, Requirements Analysis, Software Development, CRM, Project Management, Vendor Management, Business Analysis, Testing, VoIP, Information Technology, Security, Integration, Databases, Enterprise Software, Management Consulting, Management, IT Management, Training, Oracle, Business Process, Visio, PMO, Outsourcing, IT Strategy, ERP, Networking, Leadership, Consulting, PMP, Software Project...
Education
Point Loma Nazarene University 1988 — 1993
BA, Management Information Systems
LPL Financial September 2014 - Present
LPL Financial January 2014 - September 2014
LPL Financial October 2011 - December 2013
LPL Financial May 2011 - September 2011
ViaSat August 2010 - April 2011
ViaSat April 2009 - September 2010
Infrastructure Development Corporation March 2008 - February 2009
EndGame Advantage LLC June 2000 - March 2008
Integrated Ventures LLC June 1998 - June 2000
World Share Inc. July 1997 - May 1998
Skills
SDLC, Disaster Recovery, Program Management, Competitive Intelligence, Data Center, Business Development, Requirements Analysis, Software Development, CRM, Project Management, Vendor Management, Business Analysis, Testing, VoIP, Information Technology, Security, Integration, Databases, Enterprise Software, Management Consulting, Management, IT Management, Training, Oracle, Business Process, Visio, PMO, Outsourcing, IT Strategy, ERP, Networking, Leadership, Consulting, PMP, Software Project...
Education
Point Loma Nazarene University 1988 — 1993
BA, Management Information Systems
Matt Sherman, CFP® Matt Sherman, CFP®'s LPL Financial Experience January 2012 - August 2014
Job Financial Planner at LearnVest, Inc.
Industry Financial Services
Experience
LearnVest, Inc. September 2014 - Present
LPL Financial January 2012 - August 2014
LPL Financial June 2009 - December 2011
LPL Financial October 2005 - May 2009
LPL Financial May 2004 - October 2005
Skills
Mutual Funds, Investments, Financial Advisory, Trading, Risk Management, Series 7, Series 63, Retirement Planning, Wealth Management, Series 24, Investment Advisory, Fixed Annuities, Finance, Financial Services, Securities, Asset Allocation, Portfolio Management, Equities, Fixed Income, 401k, Account Reconciliation, Access, Microsoft Excel
Education
Point Loma Nazarene University
Bachelor of Arts, Graphic Communications
LearnVest, Inc. September 2014 - Present
LPL Financial January 2012 - August 2014
LPL Financial June 2009 - December 2011
LPL Financial October 2005 - May 2009
LPL Financial May 2004 - October 2005
Skills
Mutual Funds, Investments, Financial Advisory, Trading, Risk Management, Series 7, Series 63, Retirement Planning, Wealth Management, Series 24, Investment Advisory, Fixed Annuities, Finance, Financial Services, Securities, Asset Allocation, Portfolio Management, Equities, Fixed Income, 401k, Account Reconciliation, Access, Microsoft Excel
Education
Point Loma Nazarene University
Bachelor of Arts, Graphic Communications
Brian Seitz, AAMS ® Brian Seitz, AAMS ®'s LPL Financial Experience January 2013 - Present
Job Financial Consultant at Seitz Wealth Management, LLC
Industry Financial Services
Experience
LPL Financial January 2013 - Present
Wells Fargo Advisors, LLC November 2006 - January 2013
Edward Jones October 2002 - November 2006
Verizon Business June 1999 - October 2002
Skills
Investments, Series 7, Mutual Funds, Asset Allocation, Retirement Planning
Education
Ohio University 1995 — 1999
BA, Business Administration
Ohio University 1995 — 1999
BS, Telecommunications
LPL Financial January 2013 - Present
Wells Fargo Advisors, LLC November 2006 - January 2013
Edward Jones October 2002 - November 2006
Verizon Business June 1999 - October 2002
Skills
Investments, Series 7, Mutual Funds, Asset Allocation, Retirement Planning
Education
Ohio University 1995 — 1999
BA, Business Administration
Ohio University 1995 — 1999
BS, Telecommunications
Anthony Simone's LPL Financial Experience December 2005 - June 2010
Job Graphic Designer at Rubie's Costume Co., Inc.
Industry Graphic Design
Experience
Rubie's Costume Co., Inc. March 2015 - Present
Freelance / Graphic Design Services June 2013 - Present
American Jewish World Service (AJWS) March 2014 - December 2014
&pizza February 2014 - December 2014
Aquent 2013 - 2014
The Bronx Brewery June 2012 - May 2013
Pratt Institute September 2011 - May 2013
LPL Financial December 2005 - June 2010
San Diego Community College District January 2009 - May 2009
Ice Pond Studio July 2002 - August 2003
Skills
Graphic Design, Digital Printing, Adobe Creative Suite, Typography, Illustration, Color Theory, Branding & Identity, Marketing Communications, Digital Photography, Video Editing, Concept Development, Packaging, Screen Printing, Visual Storytelling, Interaction Design, Microsoft Office, Intellectually Curious, Adventure, Photoshop, Brand Development, Prostitution, Collateral, Corporate Branding, Posters, Adobe Acrobat, Banners, Mac, Video, Illustrator, Logo Design, InDesign, Graphics, Creative Direction, Art Direction
Education
Pratt Institute 2011 — 2013
Master's degree, Communications Design
San Diego City College 2006 — 2010
Vocational, Graphic Design
Penn State University 1996 — 2000
Bachelor's degree, Communications
Western Wayne High School
Western Wayne High School
Rubie's Costume Co., Inc. March 2015 - Present
Freelance / Graphic Design Services June 2013 - Present
American Jewish World Service (AJWS) March 2014 - December 2014
&pizza February 2014 - December 2014
Aquent 2013 - 2014
The Bronx Brewery June 2012 - May 2013
Pratt Institute September 2011 - May 2013
LPL Financial December 2005 - June 2010
San Diego Community College District January 2009 - May 2009
Ice Pond Studio July 2002 - August 2003
Skills
Graphic Design, Digital Printing, Adobe Creative Suite, Typography, Illustration, Color Theory, Branding & Identity, Marketing Communications, Digital Photography, Video Editing, Concept Development, Packaging, Screen Printing, Visual Storytelling, Interaction Design, Microsoft Office, Intellectually Curious, Adventure, Photoshop, Brand Development, Prostitution, Collateral, Corporate Branding, Posters, Adobe Acrobat, Banners, Mac, Video, Illustrator, Logo Design, InDesign, Graphics, Creative Direction, Art Direction
Education
Pratt Institute 2011 — 2013
Master's degree, Communications Design
San Diego City College 2006 — 2010
Vocational, Graphic Design
Penn State University 1996 — 2000
Bachelor's degree, Communications
Western Wayne High School
Western Wayne High School
Reinhart Troy Reinhart Troy's LPL Financial Experience 2011 - 2013
Job Partner, Northwest Quadrant Wealth Management
Industry Financial Services
Experience
Northwest Quadrant Wealth Management 2003 - Present
LPL Financial 2011 - 2013
MasterBrand Cabinets 2001 - 2004
Master Brand Cabinets March 2001 - November 2003
Ketchikan Pulp 1994 - 1998
Douglas Timber Operators, Inc 1986 - 1992
Skills
Strategic Planning, Team Building, Budgeting, Customer Service, Wealth Management, Financial Advisory, Securities, Sales Management, Forecasting, Negotiation, Marketing Strategy, Sales, Operations Management, New Business Development, Contract Negotiation, Business Strategy, Leadership, Public Speaking, Coaching
Education
Oregon State University 1980 — 1986
Bachelor of Science (BS), Forest Management
Bend Senior High 1977 — 1980
Northwest Quadrant Wealth Management 2003 - Present
LPL Financial 2011 - 2013
MasterBrand Cabinets 2001 - 2004
Master Brand Cabinets March 2001 - November 2003
Ketchikan Pulp 1994 - 1998
Douglas Timber Operators, Inc 1986 - 1992
Skills
Strategic Planning, Team Building, Budgeting, Customer Service, Wealth Management, Financial Advisory, Securities, Sales Management, Forecasting, Negotiation, Marketing Strategy, Sales, Operations Management, New Business Development, Contract Negotiation, Business Strategy, Leadership, Public Speaking, Coaching
Education
Oregon State University 1980 — 1986
Bachelor of Science (BS), Forest Management
Bend Senior High 1977 — 1980
Jessica Pipito Jessica Pipito's LPL Financial Experience September 2012 - December 2013
Job Staff Accountant at Havas Formula
Industry Accounting
Experience
Havas Formula September 2015 - Present
Dimas Retail Group May 2015 - September 2015
LPL Financial September 2012 - December 2013
Skills
Skilled Communicator, Creative Problem Solving, Accounting, Enthusiasm to learn, Microsoft Office, Fitness, Nutrition, Organizational..., Customer Service, Estate Planning, Financial Analysis, Investments, Asset Management, Strategic Financial..., Invoicing, QuickBooks, Management, Public Speaking, Disability Insurance, Bank Reconciliation, Problem Solving, Sales, Microsoft Excel, Accounts Payable, Accounts Receivable, Microsoft Word, PowerPoint, Payroll
Education
University of Phoenix-San Diego Campus 2013 — 2015
Bachelor's of Science, Accounting
Palomar College
Associate of Arts (A.A.), Accounting
Havas Formula September 2015 - Present
Dimas Retail Group May 2015 - September 2015
LPL Financial September 2012 - December 2013
Skills
Skilled Communicator, Creative Problem Solving, Accounting, Enthusiasm to learn, Microsoft Office, Fitness, Nutrition, Organizational..., Customer Service, Estate Planning, Financial Analysis, Investments, Asset Management, Strategic Financial..., Invoicing, QuickBooks, Management, Public Speaking, Disability Insurance, Bank Reconciliation, Problem Solving, Sales, Microsoft Excel, Accounts Payable, Accounts Receivable, Microsoft Word, PowerPoint, Payroll
Education
University of Phoenix-San Diego Campus 2013 — 2015
Bachelor's of Science, Accounting
Palomar College
Associate of Arts (A.A.), Accounting
Kyle Wesley Kyle Wesley's LPL Financial Experience May 2014 - Present
Job Senior Trader at LPL Financial
Industry Financial Services
Experience
LPL Financial May 2014 - Present
UBS Wealth Management October 2012 - April 2014
TD May 2012 - October 2012
Skills
Trading, Mutual Funds, Financial Services, Microsoft Word, Bloomberg, Customer Service
Education
Penn State University 2007 — 2011
Bachelor of Arts (B.A.), International/Global Studies
Penn State University 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Penn State University 2007 — 2011
Bachelor of Arts (B.A.), Spanish Language and Literature
LPL Financial May 2014 - Present
UBS Wealth Management October 2012 - April 2014
TD May 2012 - October 2012
Skills
Trading, Mutual Funds, Financial Services, Microsoft Word, Bloomberg, Customer Service
Education
Penn State University 2007 — 2011
Bachelor of Arts (B.A.), International/Global Studies
Penn State University 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Penn State University 2007 — 2011
Bachelor of Arts (B.A.), Spanish Language and Literature
Shamika Wallace's LPL Financial Experience June 2007 - June 2013
Job Team/Employee Relations Case Specialist at Family Dollar
Industry Human Resources
Experience
Family Dollar November 2014 - Present
Family Dollar Stores, Inc. June 2013 - Present
LPL Financial June 2007 - June 2013
Skills
Payroll, Finance, Account Reconciliation, Analysis, Accounting, Forecasting, Risk Management, General Ledger, Internal Controls, Human Resources, Cash Management, Internal Audit, Software Documentation, Management, Employee Benefits, Corporate Finance, Employee Relations, Variance Analysis, Financial Statements, Business Process, Onboarding, Public Speaking, Customer Service, Leadership
Education
Pfeiffer University
Masters of Science, Organizational Leadership and Change (HR)
Troy University
Bachelor's degree, Business Administration and Management, General
Family Dollar November 2014 - Present
Family Dollar Stores, Inc. June 2013 - Present
LPL Financial June 2007 - June 2013
Skills
Payroll, Finance, Account Reconciliation, Analysis, Accounting, Forecasting, Risk Management, General Ledger, Internal Controls, Human Resources, Cash Management, Internal Audit, Software Documentation, Management, Employee Benefits, Corporate Finance, Employee Relations, Variance Analysis, Financial Statements, Business Process, Onboarding, Public Speaking, Customer Service, Leadership
Education
Pfeiffer University
Masters of Science, Organizational Leadership and Change (HR)
Troy University
Bachelor's degree, Business Administration and Management, General
Todd Hennig, CFA Todd Hennig, CFA's LPL Financial Experience February 2013 - November 2014
Job Data Scientist at Zions Bancorp
Industry Financial Services
Experience
Zions Bancorporation November 2014 - Present
LPL Financial February 2013 - November 2014
LPL Financial October 2010 - February 2013
LPL Financial June 2008 - October 2010
LPL Financial September 2007 - June 2008
Skills
Liquidity Stress Testing, VBA, Fixed Income, Microsoft SQL Server, Asset Allocation, Alternative Investments, Bonds, Investment Policy, Data Analysis, Microsoft Office, Microsoft Excel, Performance Attribution, Performance Measurement, Investment Performance, R-programming, Data Mining, Relational Databases, Visual C#, Microsoft Access, Access, Risk Management, Series 7
Education
University of California, San Diego 2004 — 2008
Economics
Penn State University
Master’s Degree, Applied Statistics
Zions Bancorporation November 2014 - Present
LPL Financial February 2013 - November 2014
LPL Financial October 2010 - February 2013
LPL Financial June 2008 - October 2010
LPL Financial September 2007 - June 2008
Skills
Liquidity Stress Testing, VBA, Fixed Income, Microsoft SQL Server, Asset Allocation, Alternative Investments, Bonds, Investment Policy, Data Analysis, Microsoft Office, Microsoft Excel, Performance Attribution, Performance Measurement, Investment Performance, R-programming, Data Mining, Relational Databases, Visual C#, Microsoft Access, Access, Risk Management, Series 7
Education
University of California, San Diego 2004 — 2008
Economics
Penn State University
Master’s Degree, Applied Statistics
Balu Balasubramanian Balu Balasubramanian's LPL Financial Experience December 2002 - March 2005
Job Chief Executive Officer at eNoah iSolutions Inc ; Principal,EPeNoah
Industry Information Technology and Services
Experience
eNoah iSolutions August 2006 - Present
EPeNoah August 2006 - Present
LPL Financial December 2002 - March 2005
Associated Financial Services 1991 - 2000
Skills
Management, Business Analysis, Vendor Management, Insurance, Sales Management, Strategic Planning, Business Development, Business Intelligence, Strategy, Financial Services, Enterprise Software, Business Strategy, Outsourcing, Investments, Project Management, Asset Management, Process Improvement, Portfolio Management, Series 7, Series 63, Team Management, CRM, Strategic Financial..., Consulting, Business Process..., Sales, Entrepreneurship, Business Process, Leadership, Start-ups, Analytics, Marketing, Change Management, Financial Planning, Program Management, Requirements Analysis, Business Planning, SaaS, ERP, Life Insurance, Risk Management, SDLC, IT Strategy, Executive Management, Operations Management, Software Project..., Integration, Product Management, Pre-sales, Strategic Partnerships
Education
Pacific States University
Master of Business Administration (MBA), International Marketing
Pacific States University
Bachelor's degree, Electrical and Electronics Engineering
eNoah iSolutions August 2006 - Present
EPeNoah August 2006 - Present
LPL Financial December 2002 - March 2005
Associated Financial Services 1991 - 2000
Skills
Management, Business Analysis, Vendor Management, Insurance, Sales Management, Strategic Planning, Business Development, Business Intelligence, Strategy, Financial Services, Enterprise Software, Business Strategy, Outsourcing, Investments, Project Management, Asset Management, Process Improvement, Portfolio Management, Series 7, Series 63, Team Management, CRM, Strategic Financial..., Consulting, Business Process..., Sales, Entrepreneurship, Business Process, Leadership, Start-ups, Analytics, Marketing, Change Management, Financial Planning, Program Management, Requirements Analysis, Business Planning, SaaS, ERP, Life Insurance, Risk Management, SDLC, IT Strategy, Executive Management, Operations Management, Software Project..., Integration, Product Management, Pre-sales, Strategic Partnerships
Education
Pacific States University
Master of Business Administration (MBA), International Marketing
Pacific States University
Bachelor's degree, Electrical and Electronics Engineering
Chris Honer Chris Honer's LPL Financial Experience January 2013 - June 2015
Job
Industry Mechanical or Industrial Engineering
Experience
LPL Financial January 2013 - June 2015
Waddell & Reed March 2010 - January 2013
Schwartz Commercial Real Estate January 2008 - May 2008
Skills
Investments, Strategic Planning, Leadership, Finance, Strategic Financial..., Public Speaking, Wealth Management, Financial Advisory, Athletics, Entrepreneurship, Insurance, Investment Strategies, Retirement Planning, Asset Allocation, Financial Planning, Financial Management, Financial Services
Education
Point Loma Nazarene University 2008 — 2011
MBA, Business Administration
Point Loma Nazarene University 2004 — 2008
Bachelor of Arts, Business Administration; Entrepreneurial Finance
LPL Financial January 2013 - June 2015
Waddell & Reed March 2010 - January 2013
Schwartz Commercial Real Estate January 2008 - May 2008
Skills
Investments, Strategic Planning, Leadership, Finance, Strategic Financial..., Public Speaking, Wealth Management, Financial Advisory, Athletics, Entrepreneurship, Insurance, Investment Strategies, Retirement Planning, Asset Allocation, Financial Planning, Financial Management, Financial Services
Education
Point Loma Nazarene University 2008 — 2011
MBA, Business Administration
Point Loma Nazarene University 2004 — 2008
Bachelor of Arts, Business Administration; Entrepreneurial Finance
Susan Broxon's LPL Financial Experience July 2013 - Present
Job Office Administrator at LPL Financial
Industry Human Resources
Experience
LPL Financial July 2013 - Present
EPMS Management Solutions August 2012 - Present
BancForce Financial Staffing July 2006 - September 2008
Skills
Temporary Staffing, Workforce Planning, Personnel Management, Recruiting, New Hire Orientations, Applicant Tracking..., Technical Recruiting, Contract Recruitment, Talent Acquisition, College Recruiting, Internet Recruiting, Performance Management, Temporary Placement, Onboarding, Human Resources, Employee Relations, Hiring, Cold Calling, Customer Service, HR Policies, Recruitment Advertising, Interviews, FMLA, PeopleSoft, Job Descriptions, Employee Training, Staffing Services, Benefits Negotiation, Deferred Compensation, Employee Benefits, Benefits Administration, Payroll, Coaching, Screening Resumes, HRIS, Training, Background Checks, Employment Law, Executive Search, Sourcing, Talent Management, Labor Relations, Organizational..., Career Development, Screening, Team Building, HR Consulting, Strategic Planning, Employee Engagement, Taleo
Education
Certified Accredited Consultant-California Professional Staffing 2003 — 2004
CAC, Staffing
Orange Coast College
Business and Creative Writing
LPL Financial July 2013 - Present
EPMS Management Solutions August 2012 - Present
BancForce Financial Staffing July 2006 - September 2008
Skills
Temporary Staffing, Workforce Planning, Personnel Management, Recruiting, New Hire Orientations, Applicant Tracking..., Technical Recruiting, Contract Recruitment, Talent Acquisition, College Recruiting, Internet Recruiting, Performance Management, Temporary Placement, Onboarding, Human Resources, Employee Relations, Hiring, Cold Calling, Customer Service, HR Policies, Recruitment Advertising, Interviews, FMLA, PeopleSoft, Job Descriptions, Employee Training, Staffing Services, Benefits Negotiation, Deferred Compensation, Employee Benefits, Benefits Administration, Payroll, Coaching, Screening Resumes, HRIS, Training, Background Checks, Employment Law, Executive Search, Sourcing, Talent Management, Labor Relations, Organizational..., Career Development, Screening, Team Building, HR Consulting, Strategic Planning, Employee Engagement, Taleo
Education
Certified Accredited Consultant-California Professional Staffing 2003 — 2004
CAC, Staffing
Orange Coast College
Business and Creative Writing
Eric Beitchman Eric Beitchman's LPL Financial Experience June 2012 - September 2014
Job Licensed Financial Specialist at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC October 2014 - Present
LPL Financial June 2012 - September 2014
VALIC 2010 - May 2012
Marcus & Millichap 2006 - 2008
American Express Financial Advisors 2004 - 2005
self-employed 1998 - 2004
Skills
Strategic Financial..., Retirement Planning, Qualified Retirement..., Traditional IRA, Roth IRA, SEP IRA, 401k Rollovers, 457 Plans, 403 b, 529 Plans, ETFs, Mutual Funds, Life Insurance, Health Insurance, Long-term Care, Disability Insurance, Municipal Bonds, Bonds, Structured Products, Alternative Investments, Unit Investment Trusts, Annuity Sales, Securities, Options Strategies, Key Person Insurance, Term Life Insurance, Whole Life, Fixed Income, Variable Life, Variable Annuities, Universal Life, Indexed Annuities, Fixed Annuities, REIT, Managed Futures, Wrap Accounts, Brokerage, Employee Stock Options
Education
Northwestern University 1992 — 1997
Communications
Allstate Financial Services, LLC October 2014 - Present
LPL Financial June 2012 - September 2014
VALIC 2010 - May 2012
Marcus & Millichap 2006 - 2008
American Express Financial Advisors 2004 - 2005
self-employed 1998 - 2004
Skills
Strategic Financial..., Retirement Planning, Qualified Retirement..., Traditional IRA, Roth IRA, SEP IRA, 401k Rollovers, 457 Plans, 403 b, 529 Plans, ETFs, Mutual Funds, Life Insurance, Health Insurance, Long-term Care, Disability Insurance, Municipal Bonds, Bonds, Structured Products, Alternative Investments, Unit Investment Trusts, Annuity Sales, Securities, Options Strategies, Key Person Insurance, Term Life Insurance, Whole Life, Fixed Income, Variable Life, Variable Annuities, Universal Life, Indexed Annuities, Fixed Annuities, REIT, Managed Futures, Wrap Accounts, Brokerage, Employee Stock Options
Education
Northwestern University 1992 — 1997
Communications
Richard Lombard Richard Lombard's LPL Financial Experience March 2013 - Present
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2013 - Present
Morgan Stanley Smith Barney December 2011 - September 2012
apples2apples, inc. October 2010 - December 2011
National Lift Truck, Inc. September 2006 - May 2010
FactSet Research Systems 2000 - 2004
Thomson Financial 1995 - 1999
Education
Norwich University 1988 — 1992
English
South Kent School 1984 — 1988
LPL Financial March 2013 - Present
Morgan Stanley Smith Barney December 2011 - September 2012
apples2apples, inc. October 2010 - December 2011
National Lift Truck, Inc. September 2006 - May 2010
FactSet Research Systems 2000 - 2004
Thomson Financial 1995 - 1999
Education
Norwich University 1988 — 1992
English
South Kent School 1984 — 1988
Robert Crawford, MBA Robert Crawford, MBA's LPL Financial Experience September 2013 - Present
Job Wealth Manager at US Wealth of California, LLC
Industry Financial Services
Experience
U.S. Wealth of California LLC September 2013 - Present
LPL Financial September 2013 - Present
Cetera Advisor Networks LLC September 1996 - September 2013
Cameron Thornton Associates July 1996 - September 2013
Lockheed Martin January 1984 - July 1996
US Naval Reserve April 1981 - May 1996
US Navy June 1975 - February 1981
Skills
General Securities..., California Department..., Federal Aviation..., CTEC Registered Tax..., State of CA Bureau of..., Asset Management, Asset Allocation, Retirement Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1984 — 1986
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Southern California - Marshall School of Business 1972 — 1975
Bachelor's Degree, Bachelor of Science emphasis Finace
Foothill High School, Santa Ana, CA 1967 — 1971
High School
U.S. Wealth of California LLC September 2013 - Present
LPL Financial September 2013 - Present
Cetera Advisor Networks LLC September 1996 - September 2013
Cameron Thornton Associates July 1996 - September 2013
Lockheed Martin January 1984 - July 1996
US Naval Reserve April 1981 - May 1996
US Navy June 1975 - February 1981
Skills
General Securities..., California Department..., Federal Aviation..., CTEC Registered Tax..., State of CA Bureau of..., Asset Management, Asset Allocation, Retirement Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1984 — 1986
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Southern California - Marshall School of Business 1972 — 1975
Bachelor's Degree, Bachelor of Science emphasis Finace
Foothill High School, Santa Ana, CA 1967 — 1971
High School
Don Giovanello Jr. Don Giovanello Jr.'s LPL Financial Experience August 2010 - Present
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial August 2010 - Present
Skills
401k Rollovers, Asset Management, Finance, Life Insurance, Wealth Management, Mutual Funds, Investment Research, Tactical Asset..., Portfolio Management
Education
Penn State University 2006 — 2010
Bachelor of Arts (B.A.), Economics
Morristown High School
LPL Financial August 2010 - Present
Skills
401k Rollovers, Asset Management, Finance, Life Insurance, Wealth Management, Mutual Funds, Investment Research, Tactical Asset..., Portfolio Management
Education
Penn State University 2006 — 2010
Bachelor of Arts (B.A.), Economics
Morristown High School
Lauren Reisig Lauren Reisig's LPL Financial Experience January 2014 - Present
Job at Client Relations Manager at LPL Financial/Kennedy Financial Group
Industry Public Relations and Communications
Experience
LPL Financial January 2014 - Present
Epic Church September 2012 - December 2013
89X CIMX February 2013 - June 2013
89X CIMX May 2012 - February 2013
Carts Before Horses 2012 - 2013
Skills
Promotions, Marketing, Public Relations, PowerPoint, Microsoft Office, People-oriented, People Skills, Radio Promotions, Music Industry, Non-profit Program..., Event Planning, Event Management, Church Growth, Team Leadership, Leadership Development, Leading Meetings, Public Speaking, Speech Writing, Online Marketing, Online Communications, Press Releases, Composing Press Releases, Social Media, Facebook, Social Networking, Customer Service
Education
Oakland University 2011 — 2013
Bachelor of Arts (B.A.), Communication, General, Graduated with an overall GPA of 3.8
Oakland Community College 2009 — 2011
LPL Financial January 2014 - Present
Epic Church September 2012 - December 2013
89X CIMX February 2013 - June 2013
89X CIMX May 2012 - February 2013
Carts Before Horses 2012 - 2013
Skills
Promotions, Marketing, Public Relations, PowerPoint, Microsoft Office, People-oriented, People Skills, Radio Promotions, Music Industry, Non-profit Program..., Event Planning, Event Management, Church Growth, Team Leadership, Leadership Development, Leading Meetings, Public Speaking, Speech Writing, Online Marketing, Online Communications, Press Releases, Composing Press Releases, Social Media, Facebook, Social Networking, Customer Service
Education
Oakland University 2011 — 2013
Bachelor of Arts (B.A.), Communication, General, Graduated with an overall GPA of 3.8
Oakland Community College 2009 — 2011
Jeffrey P. Dominguez, CFP®, EA, CLTC Jeffrey P. Dominguez, CFP®, EA, CLTC's LPL Financial Experience January 2008 - October 2014
Job President at Dominguez Wealth Management Solutions
Industry Financial Services
Experience
Dominguez Wealth Management Solutions October 2014 - Present
Dominguez Tax Services January 2014 - Present
LPL Financial January 2008 - October 2014
Education
William & Mary 1995 — 1999
BA, Economics
Old Dominion University 2009 — 2010
Certified Financial Planner Education Program, Finance
Dominguez Wealth Management Solutions October 2014 - Present
Dominguez Tax Services January 2014 - Present
LPL Financial January 2008 - October 2014
Education
William & Mary 1995 — 1999
BA, Economics
Old Dominion University 2009 — 2010
Certified Financial Planner Education Program, Finance
Diosa Werner Diosa Werner's LPL Financial Experience October 2012 - Present
Job Business Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial October 2012 - Present
LPL Financial April 2011 - October 2012
State Street September 2008 - April 2011
Russell Investments September 2007 - September 2008
Browne Management Company June 2006 - June 2007
Skills
Ten Key, Microsoft Office, QuickBooks, Bloomberg Terminal, Corporate Finance, Business Objects, Securities, Finance, Financial Services
Education
University of Washington 2003 — 2008
Bachelor's degree, Finance, General
Olympic College 2001 — 2003
Associate of Arts and Sciences (A.A.S.)
LPL Financial October 2012 - Present
LPL Financial April 2011 - October 2012
State Street September 2008 - April 2011
Russell Investments September 2007 - September 2008
Browne Management Company June 2006 - June 2007
Skills
Ten Key, Microsoft Office, QuickBooks, Bloomberg Terminal, Corporate Finance, Business Objects, Securities, Finance, Financial Services
Education
University of Washington 2003 — 2008
Bachelor's degree, Finance, General
Olympic College 2001 — 2003
Associate of Arts and Sciences (A.A.S.)
Angelo Dixon Angelo Dixon's LPL Financial Experience June 2014 - February 2015
Job Office 365 Onboarding Engineer at Microsoft
Industry Information Technology and Services
Experience
Microsoft May 2015 - Present
Charlotte Works August 2011 - Present
Cardinal Health March 2015 - May 2015
LPL Financial June 2014 - February 2015
Audiology Systems Inc December 2012 - February 2014
Velocitor Solutions May 2010 - July 2011
Delhaize America May 2010 - April 2011
Wachovia May 2004 - February 2010
Wells Fargo Bank May 2002 - May 2004
Skills
VMware ESX, Networking, Active Directory, Clinical Support, Windows 7, Help Desk Support, Microsoft Office, Microsoft Exchange, Software Installation, VPN, Network Administration, Operating Systems, Organizational..., Hyper-V, Outlook, BMC Remedy, Team Leadership, Technical Support, Training, Servers, Remote Desktop, VoIP, Hardware, Medical Devices, Contract Negotiation, Consultative Sales..., Software Documentation, Vendor Management, Business Networking, Salesforce.com, Medical Terminology, Information Technology
Education
Pfeiffer University 2008 — 2010
M.S., Organizational Change Management
University of North Carolina at Charlotte 2000 — 2004
B.S., Criminal Justice
Microsoft May 2015 - Present
Charlotte Works August 2011 - Present
Cardinal Health March 2015 - May 2015
LPL Financial June 2014 - February 2015
Audiology Systems Inc December 2012 - February 2014
Velocitor Solutions May 2010 - July 2011
Delhaize America May 2010 - April 2011
Wachovia May 2004 - February 2010
Wells Fargo Bank May 2002 - May 2004
Skills
VMware ESX, Networking, Active Directory, Clinical Support, Windows 7, Help Desk Support, Microsoft Office, Microsoft Exchange, Software Installation, VPN, Network Administration, Operating Systems, Organizational..., Hyper-V, Outlook, BMC Remedy, Team Leadership, Technical Support, Training, Servers, Remote Desktop, VoIP, Hardware, Medical Devices, Contract Negotiation, Consultative Sales..., Software Documentation, Vendor Management, Business Networking, Salesforce.com, Medical Terminology, Information Technology
Education
Pfeiffer University 2008 — 2010
M.S., Organizational Change Management
University of North Carolina at Charlotte 2000 — 2004
B.S., Criminal Justice
Steven St. Pierre, CPA, CFP®, MSA Steven St. Pierre, CPA, CFP®, MSA's LPL Financial Experience 1999 - Present
Job Financial Planner/Wealth Manager at LPL Financial
Industry Financial Services
Experience
LPL Financial 1999 - Present
St. Pierre and Company, CPA's, PA October 1988 - August 1999
Henderson & Tully, CPA's, PA January 1985 - August 1988
R.J. Santerre & Company December 1982 - December 1984
Skills
Tax Preparation, Income Tax, Tax Advisory, Personal Financial..., Business Sale, Pensions, Stock Option, Employee Stock Options, Investment Management, Life Insurance, Disability Insurance, Long Term Care Insurance, Estate Planning, Personal Tax Planning, Retirement Planning, Small Business, Family Business, Small Business Tax, Corporate Tax, Partnership Taxation, LLC, Trusts
Education
Southern New Hampshire University 1992 — 1997
Master's degree, Accounting
Southern New Hampshire University 1992 — 1997
Graduate Certificate, Taxation
Plymouth State University 1978 — 1982
Bachelor's degree, Accounting
LPL Financial 1999 - Present
St. Pierre and Company, CPA's, PA October 1988 - August 1999
Henderson & Tully, CPA's, PA January 1985 - August 1988
R.J. Santerre & Company December 1982 - December 1984
Skills
Tax Preparation, Income Tax, Tax Advisory, Personal Financial..., Business Sale, Pensions, Stock Option, Employee Stock Options, Investment Management, Life Insurance, Disability Insurance, Long Term Care Insurance, Estate Planning, Personal Tax Planning, Retirement Planning, Small Business, Family Business, Small Business Tax, Corporate Tax, Partnership Taxation, LLC, Trusts
Education
Southern New Hampshire University 1992 — 1997
Master's degree, Accounting
Southern New Hampshire University 1992 — 1997
Graduate Certificate, Taxation
Plymouth State University 1978 — 1982
Bachelor's degree, Accounting
Gretchen Stangier, CFP® Gretchen Stangier, CFP®'s LPL Financial Experience July 2001 - August 2014
Job CERTIFIED FINANCIAL PLANNER at CERTIFIED FINANCIAL PLANNER
Industry Financial Services
Experience
Stangier Wealth Management November 2011 - Present
CERTIFIED FINANCIAL PLANNER February 2000 - Present
LPL Financial July 2001 - August 2014
The MONY Group March 1998 - July 2001
Skills
Retirement Planning, Estate Planning, Business Planning, Financial Planning, Education Planning, Insurance Planning, Investment Planning, Investment Tax Planning
Education
Oregon State University
Bachelor of Science (BS)
Stangier Wealth Management November 2011 - Present
CERTIFIED FINANCIAL PLANNER February 2000 - Present
LPL Financial July 2001 - August 2014
The MONY Group March 1998 - July 2001
Skills
Retirement Planning, Estate Planning, Business Planning, Financial Planning, Education Planning, Insurance Planning, Investment Planning, Investment Tax Planning
Education
Oregon State University
Bachelor of Science (BS)
Christina Parisi Christina Parisi's LPL Financial Experience February 2012 - May 2012
Job Client Services Associate
Industry Financial Services
Experience
Breckinridge Capital Advisors March 2013 - Present
LPL Financial February 2012 - May 2012
LPL Financial February 2012 - April 2012
Petey's Summertime Seafood June 2008 - August 2011
Skills
Mutual Funds, Morningstar, Retirement Planning, Bloomberg, Investments, Securities, Wealth Management, Alternative Investments, Asset Allocation, Equities, Portfolio Management, Investment Strategies, Fixed Income, Investment Management, 401k Rollovers
Education
Plymouth State University 2008 — 2012
Bachelor's degree, Finance, General
Plymouth State University 2008 — 2012
B.S, Finance
Breckinridge Capital Advisors March 2013 - Present
LPL Financial February 2012 - May 2012
LPL Financial February 2012 - April 2012
Petey's Summertime Seafood June 2008 - August 2011
Skills
Mutual Funds, Morningstar, Retirement Planning, Bloomberg, Investments, Securities, Wealth Management, Alternative Investments, Asset Allocation, Equities, Portfolio Management, Investment Strategies, Fixed Income, Investment Management, 401k Rollovers
Education
Plymouth State University 2008 — 2012
Bachelor's degree, Finance, General
Plymouth State University 2008 — 2012
B.S, Finance
Ursula Daley Ursula Daley's LPL Financial Experience January 2001 - December 2002
Job Partner at Enrich Private Wealth Management Securities offered through LPL Financial Member FINRA/SIPC
Industry Investment Management
Experience
Enrich Private Wealth Management - Securities offered through LPL Financial - Member FINRA/SIPC October 2007 - Present
LPL Financial January 2001 - December 2002
Morgan, Lewis & Bockius LLP December 1998 - December 2001
Skills
Financial Services, FINRA, Retirement, Investment Advisory, Securities, Investments, Asset Allocation, Alternative Investments, Estate Planning, Mutual Funds, Series 7, Securities Regulation, Investment Management, Insurance, Wealth Management, Investment Strategies
Education
Pace University School of Law 1994 — 1997
JD, Law
University of New Hampshire 1989 — 1993
Bachelor of Arts, Psychology and Women's Studies
Enrich Private Wealth Management - Securities offered through LPL Financial - Member FINRA/SIPC October 2007 - Present
LPL Financial January 2001 - December 2002
Morgan, Lewis & Bockius LLP December 1998 - December 2001
Skills
Financial Services, FINRA, Retirement, Investment Advisory, Securities, Investments, Asset Allocation, Alternative Investments, Estate Planning, Mutual Funds, Series 7, Securities Regulation, Investment Management, Insurance, Wealth Management, Investment Strategies
Education
Pace University School of Law 1994 — 1997
JD, Law
University of New Hampshire 1989 — 1993
Bachelor of Arts, Psychology and Women's Studies
Brandon Kennedy Brandon Kennedy's LPL Financial Experience June 2002 - September 2004
Job Owner/LPL Financial Advisor at Kennedy Financial Group
Industry Financial Services
Experience
Kennedy Financial Group October 2008 - Present
Wachovia Securities December 2004 - October 2008
LPL Financial June 2002 - September 2004
Skills
Small Business, Strategic Financial..., Investments, Retirement Planning, Business Planning, Employee Benefits, Insurance, Finance, Leadership, Series 7, IRAs, 401k, Strategic Planning, Coaching, Financial Analysis, Financial Advisory, Financial Planners, Retirement, Financial Planning
Education
Oakland University 1999 — 2004
Bachelor of Science, Finance
Kimball High School 1996 — 1999
Kennedy Financial Group October 2008 - Present
Wachovia Securities December 2004 - October 2008
LPL Financial June 2002 - September 2004
Skills
Small Business, Strategic Financial..., Investments, Retirement Planning, Business Planning, Employee Benefits, Insurance, Finance, Leadership, Series 7, IRAs, 401k, Strategic Planning, Coaching, Financial Analysis, Financial Advisory, Financial Planners, Retirement, Financial Planning
Education
Oakland University 1999 — 2004
Bachelor of Science, Finance
Kimball High School 1996 — 1999
Dave Fohr's LPL Financial Experience August 2011 - October 2012
Job Compliance Consultant Retail Compliance Advice at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2012 - Present
LPL Financial August 2011 - October 2012
MetLife March 2010 - July 2011
Morgan Stanley Smith Barney June 2009 - September 2009
Smith Barney, Inc September 2002 - September 2009
Citigroup January 1997 - September 2009
Salomon Smith Barney, Inc February 2001 - September 2002
Salomon Smith Barney, Inc January 1997 - February 2001
Skills
Securities, FINRA, AML, Internal Audit, Brokerage, Series 63, Mutual Funds, Wealth Management, Risk Management, Investments, Insurance, Asset Managment, Financial Risk, Financial Services, Series 9 & 10, Series 7, Series 65, Brokerage Operations..., Securities Compliance, Asset Allocation, Asset Management, Retirement, Strategic Financial..., Alternative Investments, Employee Benefits, Financial Advisory, Financial Analysis, Investment Advisory, Portfolio Management, Retirement Planning, Trading, Fixed Annuities, Options, Series 24
Education
Robert Morris College 1995 — 1997
Bachelor of Science, Business Administration
Robert Morris University 1995 — 1997
Bachelor of Science, Business Administration
Penn State University 1990 — 1992
Bethel Park High School 1986 — 1990
Wells Fargo Advisors October 2012 - Present
LPL Financial August 2011 - October 2012
MetLife March 2010 - July 2011
Morgan Stanley Smith Barney June 2009 - September 2009
Smith Barney, Inc September 2002 - September 2009
Citigroup January 1997 - September 2009
Salomon Smith Barney, Inc February 2001 - September 2002
Salomon Smith Barney, Inc January 1997 - February 2001
Skills
Securities, FINRA, AML, Internal Audit, Brokerage, Series 63, Mutual Funds, Wealth Management, Risk Management, Investments, Insurance, Asset Managment, Financial Risk, Financial Services, Series 9 & 10, Series 7, Series 65, Brokerage Operations..., Securities Compliance, Asset Allocation, Asset Management, Retirement, Strategic Financial..., Alternative Investments, Employee Benefits, Financial Advisory, Financial Analysis, Investment Advisory, Portfolio Management, Retirement Planning, Trading, Fixed Annuities, Options, Series 24
Education
Robert Morris College 1995 — 1997
Bachelor of Science, Business Administration
Robert Morris University 1995 — 1997
Bachelor of Science, Business Administration
Penn State University 1990 — 1992
Bethel Park High School 1986 — 1990
Christopher Huneycutt's LPL Financial Experience June 2014 - July 2014
Job Data Center Analyst
Industry Information Technology and Services
Experience
Atos July 2014 - Present
LPL Financial June 2014 - July 2014
GlaxoSmithKline August 2012 - December 2013
OFFICE DEPOT INC January 2001 - January 2011
COLLINS & AIKMAN INC January 1996 - January 2001
Skills
Software Documentation, Microsoft Office, IBM Mainframe, Data Center, Networking, SharePoint, Servers, Leadership, IBM iSeries, Infrastructure, Technical Support, Troubleshooting, IT Service Management
Education
Pfeiffer University 1996 — 1999
Bachelor of Science, Business Information
Stanly Community College 1992 — 1994
Associate of Applied Science, Marketing
Atos July 2014 - Present
LPL Financial June 2014 - July 2014
GlaxoSmithKline August 2012 - December 2013
OFFICE DEPOT INC January 2001 - January 2011
COLLINS & AIKMAN INC January 1996 - January 2001
Skills
Software Documentation, Microsoft Office, IBM Mainframe, Data Center, Networking, SharePoint, Servers, Leadership, IBM iSeries, Infrastructure, Technical Support, Troubleshooting, IT Service Management
Education
Pfeiffer University 1996 — 1999
Bachelor of Science, Business Information
Stanly Community College 1992 — 1994
Associate of Applied Science, Marketing
Jake Callison's LPL Financial Experience June 2013 - Present
Job Client Compensation Service Rep at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2013 - Present
Quik Print March 2011 - March 2012
Sears August 2009 - March 2011
Skills
Microsoft Office, Microsoft Excel, Financial Services, Financial Accounting, Pivot Tables, Oracle, Customer Service, Communication, Financial Reporting, Accounting, Quality Assurance, Quality Control
Education
Oklahoma State University
Bachelor of Science, Business Administration; Finance
LPL Financial June 2013 - Present
Quik Print March 2011 - March 2012
Sears August 2009 - March 2011
Skills
Microsoft Office, Microsoft Excel, Financial Services, Financial Accounting, Pivot Tables, Oracle, Customer Service, Communication, Financial Reporting, Accounting, Quality Assurance, Quality Control
Education
Oklahoma State University
Bachelor of Science, Business Administration; Finance
Vonetta A. Carter Vonetta A. Carter's LPL Financial Experience June 2011 - October 2011
Job at
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
Wells Fargo March 2014 - June 2015
Wells Fargo January 2013 - February 2014
LPL Financial June 2011 - October 2011
Wells Fargo Advisors December 2009 - April 2011
Wells Fargo Advisors April 2007 - May 2009
Wachovia Bank September 2006 - March 2007
Wachovia Bank November 2003 - August 2006
Wachovia Bank October 1999 - October 2003
Skills
Banking, Financial Services, Training, Asset Managment, Project Management, Business Analysis, Process Improvement, User Acceptance Testing, Qualified Retirement..., Team Leadership, Brokerage, Wystar, Customer Service, Call Center, Account Maintenance, Peer Mentoring, Securities, Investments, Lotus Notes, Microsoft Office, Microsoft Word, Microsoft Excel, SharePoint, Outlook, Accounting, Bookkeeping, Youth Ministry, Youth Mentoring, Volunteering, Retirement, Defined Contribution, Defined Benefit, Deferred Compensation, Roth IRA, Fusion
Education
Brookstone College of Business 2001 — 2002
Diploma, Information Technology Systems
Pace University 1992 — 1996
Bachelor, Office Information Systems
Employer Engagement Center
Wells Fargo July 2015 - Present
Wells Fargo March 2014 - June 2015
Wells Fargo January 2013 - February 2014
LPL Financial June 2011 - October 2011
Wells Fargo Advisors December 2009 - April 2011
Wells Fargo Advisors April 2007 - May 2009
Wachovia Bank September 2006 - March 2007
Wachovia Bank November 2003 - August 2006
Wachovia Bank October 1999 - October 2003
Skills
Banking, Financial Services, Training, Asset Managment, Project Management, Business Analysis, Process Improvement, User Acceptance Testing, Qualified Retirement..., Team Leadership, Brokerage, Wystar, Customer Service, Call Center, Account Maintenance, Peer Mentoring, Securities, Investments, Lotus Notes, Microsoft Office, Microsoft Word, Microsoft Excel, SharePoint, Outlook, Accounting, Bookkeeping, Youth Ministry, Youth Mentoring, Volunteering, Retirement, Defined Contribution, Defined Benefit, Deferred Compensation, Roth IRA, Fusion
Education
Brookstone College of Business 2001 — 2002
Diploma, Information Technology Systems
Pace University 1992 — 1996
Bachelor, Office Information Systems
Employer Engagement Center
Lindsey Ezell Lindsey Ezell's LPL Financial Experience December 2010 - June 2011
Job ParaPlanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2011 - Present
Witt Financial December 2010 - June 2011
LPL Financial December 2010 - June 2011
Smith Barney ~Peninsula Group April 2007 - January 2010
UBS Financial Services March 2006 - April 2007
Janney Montgomery Scott August 2005 - March 2006
Morgan Stanley Dean Witter March 2003 - June 2005
Morgan Stanley Dean Witter June 1999 - March 2003
Skills
Series 7
Education
Canyon Del Oro High School
Pima Community College
Business Finance
University of Arizona
Business Finance
Ameriprise Financial Services, Inc. June 2011 - Present
Witt Financial December 2010 - June 2011
LPL Financial December 2010 - June 2011
Smith Barney ~Peninsula Group April 2007 - January 2010
UBS Financial Services March 2006 - April 2007
Janney Montgomery Scott August 2005 - March 2006
Morgan Stanley Dean Witter March 2003 - June 2005
Morgan Stanley Dean Witter June 1999 - March 2003
Skills
Series 7
Education
Canyon Del Oro High School
Pima Community College
Business Finance
University of Arizona
Business Finance
Tniqueka Pinkney Tniqueka Pinkney's LPL Financial Experience August 2007 - October 2008
Job Consumer Services Professional
Industry
Experience
Apria Healthcare September 2010 - Present
KP OnCall, LLC January 2009 - April 2009
OnCall Staffing 2009 - 2009
AppleOne 2009 - 2009
LPL Financial August 2007 - October 2008
The Eastridge Group January 2007 - July 2007
Aldila September 2006 - December 2006
National Pen Company January 2003 - May 2006
Skills
Time Management, Data Entry, Outlook, Customer Service, Accounts Receivable, Invoicing, PowerPoint, Microsoft Excel, Administrative..., Management, Call Centers, Purchasing, Inventory Management, Research, Windows, Access, Quality Assurance, Administration, Supply Management, Microsoft Word, JD Edwards
Education
Palomar College 2003 — 2006
Psychology
Apria Healthcare September 2010 - Present
KP OnCall, LLC January 2009 - April 2009
OnCall Staffing 2009 - 2009
AppleOne 2009 - 2009
LPL Financial August 2007 - October 2008
The Eastridge Group January 2007 - July 2007
Aldila September 2006 - December 2006
National Pen Company January 2003 - May 2006
Skills
Time Management, Data Entry, Outlook, Customer Service, Accounts Receivable, Invoicing, PowerPoint, Microsoft Excel, Administrative..., Management, Call Centers, Purchasing, Inventory Management, Research, Windows, Access, Quality Assurance, Administration, Supply Management, Microsoft Word, JD Edwards
Education
Palomar College 2003 — 2006
Psychology
Kendall Alton, PMP, CSM, CSPO's LPL Financial Experience January 2011 - January 2012
Job Director Program Office at Lytx Inc. (DriveCam)
Industry Information Technology and Services
Experience
Lytx Inc. (DriveCam) April 2012 - Present
Sony 2012 - May 2012
LPL Financial January 2011 - January 2012
Sempra Energy September 2005 - November 2010
Saillant Consulting Group March 2003 - August 2005
Lason Corporation February 2002 - March 2003
Computerized Facility Integration May 1993 - January 2002
Autodesk 1989 - 1998
Skills
Quality Assurance, Project Management, PMO setup, Portfolio Management, Enterprise Software, Technology Solutions, Process Improvement, Operations Management, Managing Director, PMO, Agile Methodologies, Capital Budgeting, Strategic Thinking, SDLC, Business Analysis, SharePoint, IT Strategy, Cross-functional Team..., Integration, Strategy, Management, Business Process..., Requirements Analysis, Program Management, Leadership, PMP, SaaS, CAD/CAM, ERP, Business Process, ITIL, Software Documentation, Software Development, Change Management, Scrum, Databases, Governance, Microsoft SQL Server, Analysis, Testing, IT Management, Vendor Management, Business Intelligence, Software Project..., Resource Management, Consulting, IT Operations, Project Portfolio..., Agile Project Management, Troubleshooting
Education
Pittsburg State University
Engineering
University of Southwestern Louisiana
Applied Expert
Lytx Inc. (DriveCam) April 2012 - Present
Sony 2012 - May 2012
LPL Financial January 2011 - January 2012
Sempra Energy September 2005 - November 2010
Saillant Consulting Group March 2003 - August 2005
Lason Corporation February 2002 - March 2003
Computerized Facility Integration May 1993 - January 2002
Autodesk 1989 - 1998
Skills
Quality Assurance, Project Management, PMO setup, Portfolio Management, Enterprise Software, Technology Solutions, Process Improvement, Operations Management, Managing Director, PMO, Agile Methodologies, Capital Budgeting, Strategic Thinking, SDLC, Business Analysis, SharePoint, IT Strategy, Cross-functional Team..., Integration, Strategy, Management, Business Process..., Requirements Analysis, Program Management, Leadership, PMP, SaaS, CAD/CAM, ERP, Business Process, ITIL, Software Documentation, Software Development, Change Management, Scrum, Databases, Governance, Microsoft SQL Server, Analysis, Testing, IT Management, Vendor Management, Business Intelligence, Software Project..., Resource Management, Consulting, IT Operations, Project Portfolio..., Agile Project Management, Troubleshooting
Education
Pittsburg State University
Engineering
University of Southwestern Louisiana
Applied Expert
Zac Hill's LPL Financial Experience July 2010 - May 2015
Job Wealth Advisor, Number Lover, Spreadsheet Geek
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2015 - Present
Doneth Wealth Management September 2012 - Present
LPL Financial July 2010 - May 2015
Resident Lending Group July 2006 - July 2010
Salem/Keizer School District September 2001 - August 2006
Skills
Investments, Retirement Planning, Wealth Management, Strategic Financial..., Mortgage Lending, IRAs, Variable Annuities, Asset Management, Loans, Retirement, 401k Rollovers, Pensions, Financial Advisory, 401k, Life Insurance, Retirement Income..., IRA's, Business Retirement..., College Savings Plans
Education
Oregon State University 2000 — 2001
Master's, Advanced Math Education
Corban College 1995 — 2000
B.S., Mathematics
North Mason High School 1990 — 1994
Ameriprise Financial Services, Inc. May 2015 - Present
Doneth Wealth Management September 2012 - Present
LPL Financial July 2010 - May 2015
Resident Lending Group July 2006 - July 2010
Salem/Keizer School District September 2001 - August 2006
Skills
Investments, Retirement Planning, Wealth Management, Strategic Financial..., Mortgage Lending, IRAs, Variable Annuities, Asset Management, Loans, Retirement, 401k Rollovers, Pensions, Financial Advisory, 401k, Life Insurance, Retirement Income..., IRA's, Business Retirement..., College Savings Plans
Education
Oregon State University 2000 — 2001
Master's, Advanced Math Education
Corban College 1995 — 2000
B.S., Mathematics
North Mason High School 1990 — 1994
Gabriel Fontana Gabriel Fontana's LPL Financial Experience April 2015 - June 2015
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
LPL Financial April 2015 - June 2015
Dominion Investment Group June 2014 - December 2014
RedPeg Marketing June 2014 - December 2014
Old Dominion University February 2012 - August 2014
Skills
Budgets, Growth Investing, Financial Economics, Financial Accounting, Management Accounting, Economics, Microsoft Word, Public Speaking, Critical Thinking, Student Leadership, Lifeguarding, AED, CPR Certified, Spanish-speaking, Microsoft Excel, Customer Service, Microsoft Office, Social Media, PowerPoint, Event Planning, Teamwork, Social Networking, Research, Spanish, Time Management
Education
Old Dominion University 2010 — 2014
Bachelor of Science, Business Administration; Finance
Paul VI Catholic High School 2007 — 2010
Fidelity Investments July 2015 - Present
LPL Financial April 2015 - June 2015
Dominion Investment Group June 2014 - December 2014
RedPeg Marketing June 2014 - December 2014
Old Dominion University February 2012 - August 2014
Skills
Budgets, Growth Investing, Financial Economics, Financial Accounting, Management Accounting, Economics, Microsoft Word, Public Speaking, Critical Thinking, Student Leadership, Lifeguarding, AED, CPR Certified, Spanish-speaking, Microsoft Excel, Customer Service, Microsoft Office, Social Media, PowerPoint, Event Planning, Teamwork, Social Networking, Research, Spanish, Time Management
Education
Old Dominion University 2010 — 2014
Bachelor of Science, Business Administration; Finance
Paul VI Catholic High School 2007 — 2010
Vanessa (Blaha) Hunter Vanessa (Blaha) Hunter's LPL Financial Experience August 2011 - 2013
Job Talent Acquisition at Provide Commerce Ecommerce, IT, Technical, Engineering, Supply Chain, Operations Positions
Industry Staffing and Recruiting
Experience
Provide Commerce March 2013 - Present
LPL Financial August 2011 - 2013
Kforce Technology Staffing September 2010 - August 2011
Volt Technical Resources April 2010 - September 2010
SkillStorm October 2009 - March 2010
Outsource Technical February 2008 - October 2008
RemX IT October 2005 - February 2008
Excel Garden Products 2003 - 2005
Arrowhead Sales & Merchandising 2001 - 2003
Impulse Enterprises 1996 - 2001
Skills
.NET, Lotus Notes, DHTML, VMware, C#, ASP.NET, ASP, LAMP, Cognos, SAP, ColdFusion, SQL, Linux, C++, Active Directory, MySQL, SAN, Mac, Internet Recruiting, Technical Recruiting, Quality Assurance, Help Desk Support, Recruiting, Hiring, Talent Acquisition, Business Analysis, Human Resources, Onboarding, Sourcing, Technical Support, Executive Search, Staff Augmentation, Temporary Placement, Oracle, Information Technology, SDLC, Management, Strategy, Leadership, Networking, Screening, Staffing Services, College Recruiting, Talent Management
Education
Vanguard University of Southern California 2003 — 2005
BA, Psychology
Orange Coast College 2000 — 2003
Undergraduate Studies, General Education
Provide Commerce March 2013 - Present
LPL Financial August 2011 - 2013
Kforce Technology Staffing September 2010 - August 2011
Volt Technical Resources April 2010 - September 2010
SkillStorm October 2009 - March 2010
Outsource Technical February 2008 - October 2008
RemX IT October 2005 - February 2008
Excel Garden Products 2003 - 2005
Arrowhead Sales & Merchandising 2001 - 2003
Impulse Enterprises 1996 - 2001
Skills
.NET, Lotus Notes, DHTML, VMware, C#, ASP.NET, ASP, LAMP, Cognos, SAP, ColdFusion, SQL, Linux, C++, Active Directory, MySQL, SAN, Mac, Internet Recruiting, Technical Recruiting, Quality Assurance, Help Desk Support, Recruiting, Hiring, Talent Acquisition, Business Analysis, Human Resources, Onboarding, Sourcing, Technical Support, Executive Search, Staff Augmentation, Temporary Placement, Oracle, Information Technology, SDLC, Management, Strategy, Leadership, Networking, Screening, Staffing Services, College Recruiting, Talent Management
Education
Vanguard University of Southern California 2003 — 2005
BA, Psychology
Orange Coast College 2000 — 2003
Undergraduate Studies, General Education
Joel Jellesed Joel Jellesed's LPL Financial Experience 2002 - Present
Job LPL Investment Advisor Representative, Owner of Lifetime Investment Solutions
Industry Financial Services
Experience
LPL Financial 2002 - Present
Skills
Retirement Planning, Estate Planning, IRAs, Retirement, Strategic Financial..., Portfolio Management, Investment Management, Financial Advisory, Retirement Plan..., Investment Advisory, Investment Strategies, Financial Analysis, Rollovers, Investments, Securities, Financial Services, Finance, FINRA, Credit Unions, College Education...
Education
Oregon State University
Bachelor of Science (BS), Business Administration and Management, General
LPL Financial 2002 - Present
Skills
Retirement Planning, Estate Planning, IRAs, Retirement, Strategic Financial..., Portfolio Management, Investment Management, Financial Advisory, Retirement Plan..., Investment Advisory, Investment Strategies, Financial Analysis, Rollovers, Investments, Securities, Financial Services, Finance, FINRA, Credit Unions, College Education...
Education
Oregon State University
Bachelor of Science (BS), Business Administration and Management, General
Nathan Windoffer Nathan Windoffer's LPL Financial Experience August 2008 - January 2009
Job Systems Administrator/IT Consultant
Industry Marketing and Advertising
Experience
San Diego Computer Tech March 2013 - Present
The Jesus Geeks March 2011 - Present
BioSero, LLC March 2012 - January 2013
BioSero, LLC September 2010 - January 2013
San Diego First Church of the Nazarene August 2004 - February 2011
Nelson Staffing/SCEA January 2010 - September 2010
USANA Health Sciences May 2004 - February 2009
LPL Financial August 2008 - January 2009
Point Loma Nazarene University March 2005 - May 2008
Japan Society of San Diego and Tijuana July 2007 - January 2008
Skills
Partner Management, Data Analysis, Computer Repair, Information Systems, Customer Satisfaction, Leadership, Marketing, Microsoft Office, Windows Server, Windows, Pricing Strategy, Social Media, Photoshop, InDesign, Illustrator, Project Management, Training, Product Management, Management, Networking, Sales Operations, Customer Service, Sales
Education
Point Loma Nazarene University 2004 — 2008
BA, Business Administration
Nagasaki Gaikokugo Daigaku 2006 — 2006
Bachelor of Arts (BA), Business
San Diego Computer Tech March 2013 - Present
The Jesus Geeks March 2011 - Present
BioSero, LLC March 2012 - January 2013
BioSero, LLC September 2010 - January 2013
San Diego First Church of the Nazarene August 2004 - February 2011
Nelson Staffing/SCEA January 2010 - September 2010
USANA Health Sciences May 2004 - February 2009
LPL Financial August 2008 - January 2009
Point Loma Nazarene University March 2005 - May 2008
Japan Society of San Diego and Tijuana July 2007 - January 2008
Skills
Partner Management, Data Analysis, Computer Repair, Information Systems, Customer Satisfaction, Leadership, Marketing, Microsoft Office, Windows Server, Windows, Pricing Strategy, Social Media, Photoshop, InDesign, Illustrator, Project Management, Training, Product Management, Management, Networking, Sales Operations, Customer Service, Sales
Education
Point Loma Nazarene University 2004 — 2008
BA, Business Administration
Nagasaki Gaikokugo Daigaku 2006 — 2006
Bachelor of Arts (BA), Business
Daniel Gellner Daniel Gellner's LPL Financial Experience January 1999 - April 2012
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2012 - Present
LPL Financial January 1999 - April 2012
Education
Oregon State University 1984 — 1989
Bachelor of Science (BS), Marketing/Marketing Management
Ameriprise Financial Services, Inc. April 2012 - Present
LPL Financial January 1999 - April 2012
Education
Oregon State University 1984 — 1989
Bachelor of Science (BS), Marketing/Marketing Management
Erik Voss Erik Voss's LPL Financial Experience September 2014 - December 2014
Job Analyst, Business Analysis at CareFusion
Industry Information Services
Experience
CareFusion December 2014 - Present
LPL Financial September 2014 - December 2014
Kyocera North America October 2012 - July 2014
Gojane.com January 2011 - October 2011
Gojane.com August 2010 - January 2011
Yreka Investment Partners, LLC October 2009 - January 2010
MassMutual San Francisco October 2008 - March 2009
SAIC April 2008 - October 2008
Borders October 2007 - April 2008
MassMutual Financial Group October 2005 - May 2007
Skills
Analysis, Data Analysis, Process Improvement, Business Analysis, Database Admin, Data Management, Software Documentation, Database Administration, Analytics, Data Entry, Integration, Cross-functional Team..., Program Management
Education
Pacific Lutheran University 2000 — 2005
Bachelor, Business Administration
CareFusion December 2014 - Present
LPL Financial September 2014 - December 2014
Kyocera North America October 2012 - July 2014
Gojane.com January 2011 - October 2011
Gojane.com August 2010 - January 2011
Yreka Investment Partners, LLC October 2009 - January 2010
MassMutual San Francisco October 2008 - March 2009
SAIC April 2008 - October 2008
Borders October 2007 - April 2008
MassMutual Financial Group October 2005 - May 2007
Skills
Analysis, Data Analysis, Process Improvement, Business Analysis, Database Admin, Data Management, Software Documentation, Database Administration, Analytics, Data Entry, Integration, Cross-functional Team..., Program Management
Education
Pacific Lutheran University 2000 — 2005
Bachelor, Business Administration
Jim Maule Jim Maule's LPL Financial Experience June 2001 - Present
Job Independent Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2001 - Present
Penn Advertising (now Lamar Advertising) March 1975 - July 1990
Skills
Retirement Planning, Strategic Financial..., Asset Managment, Fixed Annuities, Asset Management, Wealth Management, Securities, Long-term Care, Estate Planning, Investments, Strategic Planning, FINRA, Real Estate, Insurance, Small Business, Retirement, Financial Planning, Loans, Life Insurance, Leadership, Public Speaking, Event Planning, Public Relations
Education
Penn State University 1970 — 1974
BFA, Graphic Design
LPL Financial June 2001 - Present
Penn Advertising (now Lamar Advertising) March 1975 - July 1990
Skills
Retirement Planning, Strategic Financial..., Asset Managment, Fixed Annuities, Asset Management, Wealth Management, Securities, Long-term Care, Estate Planning, Investments, Strategic Planning, FINRA, Real Estate, Insurance, Small Business, Retirement, Financial Planning, Loans, Life Insurance, Leadership, Public Speaking, Event Planning, Public Relations
Education
Penn State University 1970 — 1974
BFA, Graphic Design
An Wetter An Wetter's LPL Financial Experience August 2015 - Present
Job
Industry Financial Services
Experience
LPL Financial August 2015 - Present
Skills
Investments, Securities, Mutual Funds, Risk Management, Banking, Financial Planning, Asset Management, Wealth Management, Insurance, Employee Benefits, Long-term Care, Cooking, Eating, Annuities, Disability Insurance, Strategic Financial..., Estate Planning, Wealth, Equities, Portfolio Management, Variable Annuities, Asset Allocation, 401k, Series 65, Series 63, Retirement, IRAs, Fixed Annuities, Retirement Planning, Dreaming about learning..., IRA's, Long Term Care, Budgeting, Annuity
Education
Nova Southeastern University 2013 — 2022
Master of Accounting, Accounting
University of Florida 2004 — 2007
Bachelor of Science, Business, Management, Marketing, and Related Support Services
Tsinghua University
LPL Financial August 2015 - Present
Skills
Investments, Securities, Mutual Funds, Risk Management, Banking, Financial Planning, Asset Management, Wealth Management, Insurance, Employee Benefits, Long-term Care, Cooking, Eating, Annuities, Disability Insurance, Strategic Financial..., Estate Planning, Wealth, Equities, Portfolio Management, Variable Annuities, Asset Allocation, 401k, Series 65, Series 63, Retirement, IRAs, Fixed Annuities, Retirement Planning, Dreaming about learning..., IRA's, Long Term Care, Budgeting, Annuity
Education
Nova Southeastern University 2013 — 2022
Master of Accounting, Accounting
University of Florida 2004 — 2007
Bachelor of Science, Business, Management, Marketing, and Related Support Services
Tsinghua University
Michael Phillip Norrington Matthews's LPL Financial Experience June 2013 - Present
Job Institutional Services Consultant at LPL Financial
Industry Hospital & Health Care
Experience
Bethel A.M.E. Zion Church December 2013 - Present
Bethel A.M.E. Zion Church December 2013 - Present
LPL Financial June 2013 - Present
Matthews Inspection Agency, LLC. February 2010 - Present
Norrington A.M.E. Zion Church June 2009 - November 2013
Norrington A.M.E. Zion Church November 2007 - November 2013
The Lash Group August 2012 - June 2013
ACN Telecommunications March 2010 - July 2012
Wachovia Bank, N.A. August 2009 - November 2009
College Foundation of North Carolina June 2009 - July 2009
Skills
Public Speaking, Leadership, Teaching, Team Building, Training, Customer Service, Microsoft Office, Strategic Planning, Coaching, Team Leadership, Leadership Development, Program Management, Project Management, Process Improvement, Microsoft Excel, Nonprofits, Community Outreach, Management
Education
Western Governors University 2013 — 2014
Master of Business Administration (MBA), Management and Strategy
Norwich University 2009 — 2011
Masters of Science, Organizational Leadership
Hood Theological Seminary 2008 — 2009
Divinity, Theology, Religious History
Pfeiffer University 2005 — 2007
BA, History
Western Carolina University 2004 — 2005
History Major
Pinecrest High School 2000 — 2004
International Baccalaureate Diploma, History, Music Theory, Drama
Bethel A.M.E. Zion Church December 2013 - Present
Bethel A.M.E. Zion Church December 2013 - Present
LPL Financial June 2013 - Present
Matthews Inspection Agency, LLC. February 2010 - Present
Norrington A.M.E. Zion Church June 2009 - November 2013
Norrington A.M.E. Zion Church November 2007 - November 2013
The Lash Group August 2012 - June 2013
ACN Telecommunications March 2010 - July 2012
Wachovia Bank, N.A. August 2009 - November 2009
College Foundation of North Carolina June 2009 - July 2009
Skills
Public Speaking, Leadership, Teaching, Team Building, Training, Customer Service, Microsoft Office, Strategic Planning, Coaching, Team Leadership, Leadership Development, Program Management, Project Management, Process Improvement, Microsoft Excel, Nonprofits, Community Outreach, Management
Education
Western Governors University 2013 — 2014
Master of Business Administration (MBA), Management and Strategy
Norwich University 2009 — 2011
Masters of Science, Organizational Leadership
Hood Theological Seminary 2008 — 2009
Divinity, Theology, Religious History
Pfeiffer University 2005 — 2007
BA, History
Western Carolina University 2004 — 2005
History Major
Pinecrest High School 2000 — 2004
International Baccalaureate Diploma, History, Music Theory, Drama
Vinny Yakoobian Vinny Yakoobian's LPL Financial Experience 2011 - 2013
Job Operations Executive at Oracle Packaging
Industry Packaging and Containers
Experience
Oracle Packaging February 2013 - Present
LPL Financial 2011 - 2013
VYLEXA Process Improvement LLC 2009 - 2011
Ingersoll Rand 2006 - 2009
Markem 1999 - 2006
Hannah Grimes Inc. 2002 - 2005
Skills
Change Management, Continuous Improvement, Kaizen, Risk Management, Data Analysis, Acquisition Integration, Quality Assurance, Engineering, Corporate Training, Chemistry, Physics, Six Sigma, Process Improvement, Lean Manufacturing, Cross-functional Team..., Program Management, Operations Management, Strategic Planning, Leadership, Project Management
Education
Rensselaer Polytechnic Institute
Bachelor of Science, Industrial & Management Engineering
Plymouth State University
Master of Business Administration, Entrepreneurial Ventures
University of Massachusetts Lowell
Master's degrees in Science & Engineering, Chemistry, Civil & Environmental Engineering
University of Massachusetts
Ph.D., a.b.d. Chemistry
University of Phoenix
Doctor of Management, Organizational Leadership
Oracle Packaging February 2013 - Present
LPL Financial 2011 - 2013
VYLEXA Process Improvement LLC 2009 - 2011
Ingersoll Rand 2006 - 2009
Markem 1999 - 2006
Hannah Grimes Inc. 2002 - 2005
Skills
Change Management, Continuous Improvement, Kaizen, Risk Management, Data Analysis, Acquisition Integration, Quality Assurance, Engineering, Corporate Training, Chemistry, Physics, Six Sigma, Process Improvement, Lean Manufacturing, Cross-functional Team..., Program Management, Operations Management, Strategic Planning, Leadership, Project Management
Education
Rensselaer Polytechnic Institute
Bachelor of Science, Industrial & Management Engineering
Plymouth State University
Master of Business Administration, Entrepreneurial Ventures
University of Massachusetts Lowell
Master's degrees in Science & Engineering, Chemistry, Civil & Environmental Engineering
University of Massachusetts
Ph.D., a.b.d. Chemistry
University of Phoenix
Doctor of Management, Organizational Leadership
Ted Yates Ted Yates's LPL Financial Experience 1997 - December 2008
Job Founder, Global Pure Water
Industry Renewables & Environment
Experience
Pacific Gyre May 2009 - Present
Pacific Community Ventures March 2009 - Present
Tysys Business Solutions January 1994 - Present
Real Estate Investor May 1979 - Present
Rebuilding Together San Diego June 2009 - June 2014
LPL Financial 1997 - December 2008
Great Western Mortgage February 2006 - July 2007
COMPS 1995 - 1996
EDS 1986 - 1995
Skills
Team Building, Process Improvement, Software Development, Budgets, Program Management, Project Management, Real Estate Marketing, Executive Management, Business Analysis, Investments, Strategic Planning, Vendor Management, Mergers, Change Management
Education
Oregon State University 1982 — 1986
BS, Business Administration
Pacific Gyre May 2009 - Present
Pacific Community Ventures March 2009 - Present
Tysys Business Solutions January 1994 - Present
Real Estate Investor May 1979 - Present
Rebuilding Together San Diego June 2009 - June 2014
LPL Financial 1997 - December 2008
Great Western Mortgage February 2006 - July 2007
COMPS 1995 - 1996
EDS 1986 - 1995
Skills
Team Building, Process Improvement, Software Development, Budgets, Program Management, Project Management, Real Estate Marketing, Executive Management, Business Analysis, Investments, Strategic Planning, Vendor Management, Mergers, Change Management
Education
Oregon State University 1982 — 1986
BS, Business Administration
Chris Sexton Chris Sexton's LPL Financial Experience January 2010 - May 2014
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
Spencer, Wernli & Wilson Advisors January 2010 - Present
LPL Financial January 2010 - May 2014
Skills
Registered Investment..., Securities, Financial Advisory, Finance, Financial Services, Social Security, Investments, Retirement Planning, Operations Management, Mutual Funds, Asset Allocation, Wealth Management, Series 7, Real Estate, FINRA, Risk Management, Portfolio Management, College Savings Plans, General Securities..., Investment Advisory..., Strategic Financial..., Fixed Income Portfolio..., Cross-functional Team..., Financial Planning
Education
Oklahoma City University 1990 — 1994
Bachelor's of Science, Business Finance
Oklahoma City University
Spencer, Wernli & Wilson Advisors January 2010 - Present
LPL Financial January 2010 - May 2014
Skills
Registered Investment..., Securities, Financial Advisory, Finance, Financial Services, Social Security, Investments, Retirement Planning, Operations Management, Mutual Funds, Asset Allocation, Wealth Management, Series 7, Real Estate, FINRA, Risk Management, Portfolio Management, College Savings Plans, General Securities..., Investment Advisory..., Strategic Financial..., Fixed Income Portfolio..., Cross-functional Team..., Financial Planning
Education
Oklahoma City University 1990 — 1994
Bachelor's of Science, Business Finance
Oklahoma City University
Sherry Smith, MA, LMFTA's LPL Financial Experience June 2007 - January 2014
Job Licensed Marriage and Family Therapist Associate at Sherry L. Smith Psychotherapy
Industry Mental Health Care
Experience
Turning Point Family Services May 2015 - Present
Sherry L. Smith Psychotherapy January 2015 - Present
The Salvation Army Adult Rehabilitation Center July 2013 - May 2014
Pfeiffer Institute for Marriage & Family Therapy May 2013 - May 2014
LPL Financial June 2007 - January 2014
KMG America December 2005 - November 2006
Skills
Family Therapy, Group Therapy, Client Counseling, Couples Counseling, Mental Health Counseling, Counseling Psychology, Management, Conflict Resolution, Strategy, Training, Employee Benefits, Team Leadership, Healthcare, Leadership Development
Education
Pfeiffer University 1997 — 2000
Bachelor of Science, Business Administration
Pfeiffer University 2011 — 2014
Master of Arts (M.A.), Marriage and Family Therapy/Counseling
North Carolina Marriage and Family Therapy Licensure Board
LifeForce Energy Healing 2013 — 2015
Certified Energy Healing Practioner, Energy Healing
Turning Point Family Services May 2015 - Present
Sherry L. Smith Psychotherapy January 2015 - Present
The Salvation Army Adult Rehabilitation Center July 2013 - May 2014
Pfeiffer Institute for Marriage & Family Therapy May 2013 - May 2014
LPL Financial June 2007 - January 2014
KMG America December 2005 - November 2006
Skills
Family Therapy, Group Therapy, Client Counseling, Couples Counseling, Mental Health Counseling, Counseling Psychology, Management, Conflict Resolution, Strategy, Training, Employee Benefits, Team Leadership, Healthcare, Leadership Development
Education
Pfeiffer University 1997 — 2000
Bachelor of Science, Business Administration
Pfeiffer University 2011 — 2014
Master of Arts (M.A.), Marriage and Family Therapy/Counseling
North Carolina Marriage and Family Therapy Licensure Board
LifeForce Energy Healing 2013 — 2015
Certified Energy Healing Practioner, Energy Healing
Don Foster, AIF Don Foster, AIF's LPL Financial Experience 2008 - 2009
Job Managing Director, Straub Group Advisor Solutions
Industry Financial Services
Experience
Straub Group Advisor Solutions December 2009 - Present
LPL Financial 2008 - 2009
DWS Investments September 1998 - November 2006
Kemper Funds September 1998 - January 2001
Pioneer Investments January 1998 - September 1998
Salomon Brothers 1997 - 1998
Vista Mutual Funds/Chase Manhattan Bank 1992 - 1997
Lincoln Investment 1988 - 1992
Morgan Stanley March 1984 - December 1988
Skills
Investment Management, Financial Advisory, Financial Services, Series 7, Mutual Funds, Finance, Investment Strategies, Series 63, Asset Allocation, Hedge Funds, Wealth Management, Alternative Investments, Series 65, Securities, Asset Management, Series 24, Retirement, Investment Advisory, 401k, Retirement Planning, Separately Managed..., ETFs, FINRA, Series 6, Uniform Combined State..., IRAs, Estate Planning, Wealth, Wealth Management..., Fixed Annuities, High Net Worth...
Education
Penn State University 1975 — 1978
BA, English
Malvern Prep 1969 — 1973
High School
Straub Group Advisor Solutions December 2009 - Present
LPL Financial 2008 - 2009
DWS Investments September 1998 - November 2006
Kemper Funds September 1998 - January 2001
Pioneer Investments January 1998 - September 1998
Salomon Brothers 1997 - 1998
Vista Mutual Funds/Chase Manhattan Bank 1992 - 1997
Lincoln Investment 1988 - 1992
Morgan Stanley March 1984 - December 1988
Skills
Investment Management, Financial Advisory, Financial Services, Series 7, Mutual Funds, Finance, Investment Strategies, Series 63, Asset Allocation, Hedge Funds, Wealth Management, Alternative Investments, Series 65, Securities, Asset Management, Series 24, Retirement, Investment Advisory, 401k, Retirement Planning, Separately Managed..., ETFs, FINRA, Series 6, Uniform Combined State..., IRAs, Estate Planning, Wealth, Wealth Management..., Fixed Annuities, High Net Worth...
Education
Penn State University 1975 — 1978
BA, English
Malvern Prep 1969 — 1973
High School
Laura J. LaTourette, CFP® Laura J. LaTourette, CFP®'s LPL Financial Experience 2003 - Present
Job Let's make a plan to simplify your life by clarifying your goals & resources
Industry Financial Services
Experience
North Georgia Wealth Management Group 1998 - Present
Integrated Financial Group The Brain Trust October 2014 - Present
LPL Financial 2003 - Present
Skills
Retirement Planning, Investment Advisory, Wealth Management, Strategic Financial..., Estate Planning, Retirement, 401k, 401k Rollovers, Series 7, Asset Allocation, Investments, Financial Advisory, Personal Financial..., Investment Strategies, Mutual Funds, Asset Managment, Fixed Annuities, IRAs, Financial Planners, Wealth Management...
Education
Oglethorpe University 2002 — 2004
CFP Certificate Program, Financial Planning
North Georgia Wealth Management Group 1998 - Present
Integrated Financial Group The Brain Trust October 2014 - Present
LPL Financial 2003 - Present
Skills
Retirement Planning, Investment Advisory, Wealth Management, Strategic Financial..., Estate Planning, Retirement, 401k, 401k Rollovers, Series 7, Asset Allocation, Investments, Financial Advisory, Personal Financial..., Investment Strategies, Mutual Funds, Asset Managment, Fixed Annuities, IRAs, Financial Planners, Wealth Management...
Education
Oglethorpe University 2002 — 2004
CFP Certificate Program, Financial Planning
Don Coggins Don Coggins's LPL Financial Experience October 2010 - Present
Job LPL Financial Advisor at Coggins Financial Services
Industry Financial Services
Experience
LPL Financial October 2010 - Present
Edward Jones January 2005 - October 2010
Skills
Retirement Planning, Financial Planning, Series 7, Wealth Management, Retirement Income..., Investments, Estate Planning, Investment Advisory, Asset Allocation, Mutual Funds, Retirement, Series 66, Annuities, IRA's, Financial Advisory, Portfolio Management, Long Term Care, Securities, 401k, Investment Strategies, Insurance Planning, Alternative Investments, Insurance, 401k Rollovers, Wealth, Bonds, Charitable Giving, Series 63, Stocks, Equities, Wealth Accumulation, ETFs, Disability Insurance, Fixed Income, IRAs, Financial Planners, Fixed Annuities, Long-term Care, Strategic Financial..., Finance, Small Business, FINRA, Life Insurance, Wealth Management..., Roth IRA, College Savings Plans, Investment Management, Long Term Care Insurance, Series 65, Series 6
Education
Pfeiffer University 1982 — 1986
BS, Economics
West Montgomery High School 1974 — 1978
College prep, general
LPL Financial October 2010 - Present
Edward Jones January 2005 - October 2010
Skills
Retirement Planning, Financial Planning, Series 7, Wealth Management, Retirement Income..., Investments, Estate Planning, Investment Advisory, Asset Allocation, Mutual Funds, Retirement, Series 66, Annuities, IRA's, Financial Advisory, Portfolio Management, Long Term Care, Securities, 401k, Investment Strategies, Insurance Planning, Alternative Investments, Insurance, 401k Rollovers, Wealth, Bonds, Charitable Giving, Series 63, Stocks, Equities, Wealth Accumulation, ETFs, Disability Insurance, Fixed Income, IRAs, Financial Planners, Fixed Annuities, Long-term Care, Strategic Financial..., Finance, Small Business, FINRA, Life Insurance, Wealth Management..., Roth IRA, College Savings Plans, Investment Management, Long Term Care Insurance, Series 65, Series 6
Education
Pfeiffer University 1982 — 1986
BS, Economics
West Montgomery High School 1974 — 1978
College prep, general
VIJAYA PULUGURTA VIJAYA PULUGURTA's LPL Financial Experience February 2007 - March 2009
Job Sr Software Developer at State Compensation Insurance Fund
Industry Computer Software
Experience
State Compensation Insurance Fund February 2013 - Present
Hewlett-Packard Laboratories November 2011 - January 2013
Pacific Gas and Electric Company June 2011 - November 2011
Agilent Technologies October 2009 - April 2011
LPL Financial February 2007 - March 2009
Skills
VSS, Architecture, JMS, DB2, Maven, REST, SOA, XML, SDLC, Agile Methodologies, Software Project..., Requirements Analysis, SQL, Integration
Education
Osmania University
MCA, Computer Science
UNLV
State Compensation Insurance Fund February 2013 - Present
Hewlett-Packard Laboratories November 2011 - January 2013
Pacific Gas and Electric Company June 2011 - November 2011
Agilent Technologies October 2009 - April 2011
LPL Financial February 2007 - March 2009
Skills
VSS, Architecture, JMS, DB2, Maven, REST, SOA, XML, SDLC, Agile Methodologies, Software Project..., Requirements Analysis, SQL, Integration
Education
Osmania University
MCA, Computer Science
UNLV
Mitch Magenheimer Mitch Magenheimer's LPL Financial Experience May 2010 - Present
Job Independent Financial Advisor and Wealth Manager
Industry Financial Services
Experience
LPL Financial May 2010 - Present
Pacific West Securities October 2007 - May 2010
Edward Jones Investments February 2005 - October 2007
Harvest Capital Company January 2000 - February 2005
Skills
Annuities, SEP, Simple IRA, Retirement Planning, Retirement Income..., IRA's, Retirement, Investment Advisory, Financial Advisory, Wealth Management, 401k, Wealth Accumulation, Long Term Care, Mutual Funds
Education
Oregon State University 1998 — 2000
Bachelors, Ag-Business Management
Linn Benton Community College 1996 — 1998
Associates of Business, Ag-Business
Molalla High School 1992 — 1996
LPL Financial May 2010 - Present
Pacific West Securities October 2007 - May 2010
Edward Jones Investments February 2005 - October 2007
Harvest Capital Company January 2000 - February 2005
Skills
Annuities, SEP, Simple IRA, Retirement Planning, Retirement Income..., IRA's, Retirement, Investment Advisory, Financial Advisory, Wealth Management, 401k, Wealth Accumulation, Long Term Care, Mutual Funds
Education
Oregon State University 1998 — 2000
Bachelors, Ag-Business Management
Linn Benton Community College 1996 — 1998
Associates of Business, Ag-Business
Molalla High School 1992 — 1996
Bryan A. Kupchik Bryan A. Kupchik's LPL Financial Experience 2005 - February 2014
Job CERTIFIED FINANCIAL PLANNER™Accredited Portfolio Management AdvisorSM
Industry Financial Services
Experience
Capstone Wealth Management Group February 2014 - Present
Ameriprise Financial Services, Inc. February 2014 - Present
Capstone Wealth Management Group 2005 - February 2014
LPL Financial 2005 - February 2014
Ameriprise Financial Services, Inc. 2014 - 2014
Education
Penn State University 1993 — 1997
Capstone Wealth Management Group February 2014 - Present
Ameriprise Financial Services, Inc. February 2014 - Present
Capstone Wealth Management Group 2005 - February 2014
LPL Financial 2005 - February 2014
Ameriprise Financial Services, Inc. 2014 - 2014
Education
Penn State University 1993 — 1997
Anita Villar-Bell, PMP® Anita Villar-Bell, PMP®'s LPL Financial Experience November 2014 - Present
Job Sr. Project Manager at LPL Financial
Industry Information Technology and Services
Experience
LPL Financial November 2014 - Present
Insight Global/LPL Financial September 2014 - Present
Genesis 10/Bank of America 2012 - 2014
American Tire Distributors 2012 - 2012
Ettain Group/Bank of America 2010 - 2011
Wells Fargo 2009 - 2010
Maersk Line 2005 - 2008
Maersk Logistics 2003 - 2005
AP Moller/Maersk 2000 - 2003
Skills
Coaching, Team Building, Change Management, Problem Solving, Project Management, Team Leadership, Mentoring, Group Instruction, Cultural Awareness, Logistics Management, ISO, Leadership Development, Personal Development, Performance Management, Logistics, Program Management, Business Process..., Leadership, Project Planning, Cross-functional Team..., Vendor Management, MS Project, Strategy, Training, Business Strategy, Project Portfolio..., PMO, Business Analysis, PMP, Outsourcing, SDLC, Risk Management, Analysis, Operations Management, Governance, Consulting, Visio, Stakeholder Management, SharePoint, Team Management, Agile Project Management, Finance, Business Transformation, Offshoring, Business Process Mapping, Scrum, Resource Management, Virtual Teams, Management, Process Improvement
Education
Pfeiffer University 2010 — 2012
Bachelor of Arts, Organizational Communication
PMI 2009 — 2009
PMP, Project Management for the Professional
LPL Financial November 2014 - Present
Insight Global/LPL Financial September 2014 - Present
Genesis 10/Bank of America 2012 - 2014
American Tire Distributors 2012 - 2012
Ettain Group/Bank of America 2010 - 2011
Wells Fargo 2009 - 2010
Maersk Line 2005 - 2008
Maersk Logistics 2003 - 2005
AP Moller/Maersk 2000 - 2003
Skills
Coaching, Team Building, Change Management, Problem Solving, Project Management, Team Leadership, Mentoring, Group Instruction, Cultural Awareness, Logistics Management, ISO, Leadership Development, Personal Development, Performance Management, Logistics, Program Management, Business Process..., Leadership, Project Planning, Cross-functional Team..., Vendor Management, MS Project, Strategy, Training, Business Strategy, Project Portfolio..., PMO, Business Analysis, PMP, Outsourcing, SDLC, Risk Management, Analysis, Operations Management, Governance, Consulting, Visio, Stakeholder Management, SharePoint, Team Management, Agile Project Management, Finance, Business Transformation, Offshoring, Business Process Mapping, Scrum, Resource Management, Virtual Teams, Management, Process Improvement
Education
Pfeiffer University 2010 — 2012
Bachelor of Arts, Organizational Communication
PMI 2009 — 2009
PMP, Project Management for the Professional
Dan Aiello's LPL Financial Experience July 2002 - Present
Job Insurance & Investment Consultant at Culbertson Financial Services
Industry Insurance
Experience
Culbertson Financial Services July 2002 - Present
LPL Financial July 2002 - Present
First Allied Securities March 1993 - June 2002
Education
Penn State University 1991 — 1992
Finance
University of Pittsburgh 1988 — 1991
BS, Business Management
Ridgway High School
Culbertson Financial Services July 2002 - Present
LPL Financial July 2002 - Present
First Allied Securities March 1993 - June 2002
Education
Penn State University 1991 — 1992
Finance
University of Pittsburgh 1988 — 1991
BS, Business Management
Ridgway High School
Miyoko Thomas Miyoko Thomas's LPL Financial Experience August 2010 - July 2011
Job Executive Administrative Assistant to the CEO
Industry Consumer Goods
Experience
Retail Inkjet Solutions, Inc. (RIS) February 2015 - Present
SEIU Local 221 August 2012 - November 2013
Skinit, Inc August 2011 - June 2012
LPL Financial August 2010 - July 2011
Qualcomm, Inc July 2006 - July 2009
Technology Integration Group April 2001 - April 2006
Sand Caps USA 1992 - 2001
Skills
Outlook, Visio, Salesforce.com, Spreadsheets, Microsoft Excel, Vendor Management, PowerPoint, Customer Service, Inventory Management, Microsoft Office, Microsoft Word, Budgets, Concur, Agile Scrum Master, Human Resources, Event Management, Sales Management, Program Management, PeopleSoft, Management, Administrative..., Time Management
Education
Palomar College
Retail Inkjet Solutions, Inc. (RIS) February 2015 - Present
SEIU Local 221 August 2012 - November 2013
Skinit, Inc August 2011 - June 2012
LPL Financial August 2010 - July 2011
Qualcomm, Inc July 2006 - July 2009
Technology Integration Group April 2001 - April 2006
Sand Caps USA 1992 - 2001
Skills
Outlook, Visio, Salesforce.com, Spreadsheets, Microsoft Excel, Vendor Management, PowerPoint, Customer Service, Inventory Management, Microsoft Office, Microsoft Word, Budgets, Concur, Agile Scrum Master, Human Resources, Event Management, Sales Management, Program Management, PeopleSoft, Management, Administrative..., Time Management
Education
Palomar College
Grant M. Trimble, AIF® Grant M. Trimble, AIF®'s LPL Financial Experience May 2013 - Present
Job Trimble Investment Group, LLC
Industry Financial Services
Experience
LPL Financial May 2013 - Present
Cetera Advisors LLC June 2009 - May 2013
Wachovia Securities Financial Network May 2007 - June 2009
RBC Dain Rauscher March 2004 - May 2007
Education
Northwestern University 1998 — 2002
BA, Economics
LPL Financial May 2013 - Present
Cetera Advisors LLC June 2009 - May 2013
Wachovia Securities Financial Network May 2007 - June 2009
RBC Dain Rauscher March 2004 - May 2007
Education
Northwestern University 1998 — 2002
BA, Economics
Robert (Bob) Beswick, CFP®,CLU,ChFC® Robert (Bob) Beswick, CFP®,CLU,ChFC®'s LPL Financial Experience 2009 - Present
Job LPL Registered Principal, Financial Advisor @ PREISZ Financial
Industry Investment Management
Experience
PREISZ Financial 2010 - Present
LPL Financial 2009 - Present
Independent Agent 1996 - Present
Pacific Life 1991 - 1996
MassMutual Financial Group 1983 - 1991
Nationwide Insurance 1980 - 1983
Skills
Retirement Planning, Disability Insurance, Life Insurance, Financial Advisory, Insurance, Employee Benefits, Securities, Strategic Financial..., 401k, Equities, Mutual Funds, Health Insurance, Investments, Wealth Management, Finance, Strategic Planning
Education
University of Oregon
B.S., Business Administration
Oregon State University 1971 — 1972
Under Graduate Work
PREISZ Financial 2010 - Present
LPL Financial 2009 - Present
Independent Agent 1996 - Present
Pacific Life 1991 - 1996
MassMutual Financial Group 1983 - 1991
Nationwide Insurance 1980 - 1983
Skills
Retirement Planning, Disability Insurance, Life Insurance, Financial Advisory, Insurance, Employee Benefits, Securities, Strategic Financial..., 401k, Equities, Mutual Funds, Health Insurance, Investments, Wealth Management, Finance, Strategic Planning
Education
University of Oregon
B.S., Business Administration
Oregon State University 1971 — 1972
Under Graduate Work
Wendy Kooser Wendy Kooser's LPL Financial Experience September 2012 - Present
Job Financial Services Admin at LPL Financial
Industry Financial Services
Experience
LPL Financial September 2012 - Present
AXA Advisors 2009 - 2012
Morgan Stanley Smith Barney 1991 - 2002
Skills
Investments, Life Insurance, Annuites, Fixed Annuities, Alternative Investments, Customer Service, Employee Benefits, Retirement Planning, Mutual Funds, Microsoft Excel, Account Management, Finance
Education
Oklahoma State University
Bachelor of Arts (BA), English
University Central Florida
Education
LPL Financial September 2012 - Present
AXA Advisors 2009 - 2012
Morgan Stanley Smith Barney 1991 - 2002
Skills
Investments, Life Insurance, Annuites, Fixed Annuities, Alternative Investments, Customer Service, Employee Benefits, Retirement Planning, Mutual Funds, Microsoft Excel, Account Management, Finance
Education
Oklahoma State University
Bachelor of Arts (BA), English
University Central Florida
Education
Heidi Cook Heidi Cook's LPL Financial Experience April 2014 - Present
Job Motivated, organized and experienced creative Business Analyst.
Industry Financial Services
Experience
The Counselors Collective, LLC. May 2014 - Present
LPL Financial April 2014 - Present
LPL Financial May 2013 - April 2014
LPL Financial March 2006 - May 2013
Skills
Direct Business, Strategic Intelligence, Organization, Planning & Execution of..., Multi-tasked, Proactive self-starter, Customer-facing, Yoga, Managing Meetings, Creative Writing, Psychology, Depth Psychology, Mythology, Leadership, Securities, Employee Training, Hands-on Training, Mentoring, Peer Mentoring, Professional Mentoring, Dependable Team Player, Patience, Quick Study, Highly detail oriented, Team Building, Creation Of Training..., Management, Customer Service
Education
Pacifica Graduate Institute 2009 — 2011
Master of Arts (MA), Mythology with an emphasis in Depth Psychology, 3.68
San Diego State University-California State University 2002 — 2005
Bachelor of Science (BS), Finance, Real Estate
The Counselors Collective, LLC. May 2014 - Present
LPL Financial April 2014 - Present
LPL Financial May 2013 - April 2014
LPL Financial March 2006 - May 2013
Skills
Direct Business, Strategic Intelligence, Organization, Planning & Execution of..., Multi-tasked, Proactive self-starter, Customer-facing, Yoga, Managing Meetings, Creative Writing, Psychology, Depth Psychology, Mythology, Leadership, Securities, Employee Training, Hands-on Training, Mentoring, Peer Mentoring, Professional Mentoring, Dependable Team Player, Patience, Quick Study, Highly detail oriented, Team Building, Creation Of Training..., Management, Customer Service
Education
Pacifica Graduate Institute 2009 — 2011
Master of Arts (MA), Mythology with an emphasis in Depth Psychology, 3.68
San Diego State University-California State University 2002 — 2005
Bachelor of Science (BS), Finance, Real Estate
Prakash Subramaniam, MBA, CPM Prakash Subramaniam, MBA, CPM's LPL Financial Experience November 2011 - Present
Job Assistant Vice President Portfolio Manager
Industry Investment Management
Experience
Bank of Oklahoma June 2015 - Present
LPL Financial November 2011 - Present
LPL Financial Services January 2003 - November 2011
LPL Financial March 2000 - December 2002
Malaysia Online May 1997 - February 2000
Merrill Lynch May 1994 - August 1994
Skills
Equity Research, Alternative Investments, Investment Strategies, Strategy Development, Corporate Finance, Portfolio Management, Series 7, Bloomberg, Asset Management, Asset Managment, Strategy, Fixed Income, Equities, Investments, Financial Modeling, Mutual Funds, Asset Allocation, Financial Analysis, Risk Management, Financial Services, Finance, Bonds, Financial Advisory, Financial Risk, Wealth Management, Investment Management, Relationship Management, Hedge Funds, Securities, Investment Advisory, Separately Managed..., ETFs, Series 63, Capital Markets, Valuation, Financial Markets, Retirement Planning, Derivatives, Strategic Financial..., Options, Wealth Management..., FINRA, Trading, Series 24, Private Equity, Uniform Combined State..., Equity Valuation, Structured Products, Investment Banking, Series 65
Education
International Academy of Financial Management (AAFM) 2007 — 2007
CPM, Chartered Portfolio Manager (CPM)
Oklahoma City University 2005 — 2006
MBA, Finance
Oklahoma State University 1993 — 1995
BSc, Finance and Accounting
Bank of Oklahoma June 2015 - Present
LPL Financial November 2011 - Present
LPL Financial Services January 2003 - November 2011
LPL Financial March 2000 - December 2002
Malaysia Online May 1997 - February 2000
Merrill Lynch May 1994 - August 1994
Skills
Equity Research, Alternative Investments, Investment Strategies, Strategy Development, Corporate Finance, Portfolio Management, Series 7, Bloomberg, Asset Management, Asset Managment, Strategy, Fixed Income, Equities, Investments, Financial Modeling, Mutual Funds, Asset Allocation, Financial Analysis, Risk Management, Financial Services, Finance, Bonds, Financial Advisory, Financial Risk, Wealth Management, Investment Management, Relationship Management, Hedge Funds, Securities, Investment Advisory, Separately Managed..., ETFs, Series 63, Capital Markets, Valuation, Financial Markets, Retirement Planning, Derivatives, Strategic Financial..., Options, Wealth Management..., FINRA, Trading, Series 24, Private Equity, Uniform Combined State..., Equity Valuation, Structured Products, Investment Banking, Series 65
Education
International Academy of Financial Management (AAFM) 2007 — 2007
CPM, Chartered Portfolio Manager (CPM)
Oklahoma City University 2005 — 2006
MBA, Finance
Oklahoma State University 1993 — 1995
BSc, Finance and Accounting
Pramod Kumar Benda Pramod Kumar Benda's LPL Financial Experience November 2013 - Present
Job Documentum/xCP Architect & Lead at LPL Financial
Industry Information Technology and Services
Experience
LPL Financial November 2013 - Present
ESG Consultant @ KLA-Tencor January 2013 - November 2013
Everest Solutions Group October 2012 - November 2013
CIBER, Inc. October 2010 - October 2012
T-Mobile October 2010 - October 2012
Skills
xCP, SOA, Web Services, Tomcat, Documentum, SDLC, XML, Java, Java Enterprise Edition, Integration, Enterprise Content..., Requirements Analysis, JSP, RESTful WebServices, Input Accel, Enterprise Software, Spring, JBoss Application Server, Core Java, Servlets, Websphere, Architectures, Oracle, Hibernate, Web Applications, WDK, PL/SQL, AJAX, Project Management, Spring Framework
Education
Osmania University 2002 — 2005
Master of Computer Applications (MCA), Computer Science
Osmania University 1999 — 2002
Bachelor's degree, Computer Science
LPL Financial November 2013 - Present
ESG Consultant @ KLA-Tencor January 2013 - November 2013
Everest Solutions Group October 2012 - November 2013
CIBER, Inc. October 2010 - October 2012
T-Mobile October 2010 - October 2012
Skills
xCP, SOA, Web Services, Tomcat, Documentum, SDLC, XML, Java, Java Enterprise Edition, Integration, Enterprise Content..., Requirements Analysis, JSP, RESTful WebServices, Input Accel, Enterprise Software, Spring, JBoss Application Server, Core Java, Servlets, Websphere, Architectures, Oracle, Hibernate, Web Applications, WDK, PL/SQL, AJAX, Project Management, Spring Framework
Education
Osmania University 2002 — 2005
Master of Computer Applications (MCA), Computer Science
Osmania University 1999 — 2002
Bachelor's degree, Computer Science
Eric Stanwick's LPL Financial Experience July 2007 - September 2010
Job Brokerage Securities
Industry Investment Management
Experience
Sterling Capital Management September 2012 - February 2013
TIAA-CREF December 2011 - September 2012
Bank of America March 2011 - September 2011
Bank of America December 2010 - March 2011
LPL Financial July 2007 - September 2010
Wachovia Securities LLC July 2005 - July 2007
Wachovia Securities LLC September 2001 - July 2005
Retail Investment Group May 1999 - September 2001
WACHOVIA 1995 - 2000
Wachovia Securities LLC October 1997 - May 1999
Skills
Fixed Income, Equities, Securities, Portfolio Management, Asset Management, Investments, Trading, Banking, Middle Office, Series 7, Back Office, Bonds, Credit, Settlement, Management, Corporate Actions, Account Reconciliation, Microsoft Excel, Microsoft Word
Education
Ohio University 1990 — 1995
Bachelors of Arts, Political Science
Buckeye 1985 — 1989
Sterling Capital Management September 2012 - February 2013
TIAA-CREF December 2011 - September 2012
Bank of America March 2011 - September 2011
Bank of America December 2010 - March 2011
LPL Financial July 2007 - September 2010
Wachovia Securities LLC July 2005 - July 2007
Wachovia Securities LLC September 2001 - July 2005
Retail Investment Group May 1999 - September 2001
WACHOVIA 1995 - 2000
Wachovia Securities LLC October 1997 - May 1999
Skills
Fixed Income, Equities, Securities, Portfolio Management, Asset Management, Investments, Trading, Banking, Middle Office, Series 7, Back Office, Bonds, Credit, Settlement, Management, Corporate Actions, Account Reconciliation, Microsoft Excel, Microsoft Word
Education
Ohio University 1990 — 1995
Bachelors of Arts, Political Science
Buckeye 1985 — 1989
Blaine Taylor's LPL Financial Experience May 2012 - August 2012
Job Sales Representative at AnheuserBusch InBev
Industry Food & Beverages
Experience
Anheuser-Busch InBev August 2014 - Present
Tulsa County Assessor’s Office May 2013 - August 2013
LPL Financial May 2012 - August 2012
The UPS Store May 2008 - July 2009
Reasor's Grocery Store June 2006 - January 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Social Media, Research, Marketing, Financial Analysis, Public Speaking, Social Networking, Data Analysis, Leadership, Sales, Facebook
Education
Oklahoma State University 2009 — 2013
WILLIAM S. SPEARS SCHOOL OF BUSINESS, International Business [Bachelor]
Anheuser-Busch InBev August 2014 - Present
Tulsa County Assessor’s Office May 2013 - August 2013
LPL Financial May 2012 - August 2012
The UPS Store May 2008 - July 2009
Reasor's Grocery Store June 2006 - January 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Social Media, Research, Marketing, Financial Analysis, Public Speaking, Social Networking, Data Analysis, Leadership, Sales, Facebook
Education
Oklahoma State University 2009 — 2013
WILLIAM S. SPEARS SCHOOL OF BUSINESS, International Business [Bachelor]
Raymond Diep Raymond Diep's LPL Financial Experience October 2010 - January 2011
Job Student at Pasadena City College
Industry Hospital & Health Care
Experience
Student at Pasadena City College August 2012 - Present
Annandale Golf Club August 2014 - September 2014
LPL Financial October 2010 - January 2011
Skills
Microsoft Office, Skilled Multi-tasker, Quick Learner, Motivate Others, Great Communication, Typing, Bilingual Communications, Enthusiastic
Education
Pasadena City College 2012 — 2015
Registered Nursing/Registered Nurse
Mark Keppel High School 2008 — 2012
High School Diploma, Student, Senior
Repetto School 1999 — 2008
8th
Student at Pasadena City College August 2012 - Present
Annandale Golf Club August 2014 - September 2014
LPL Financial October 2010 - January 2011
Skills
Microsoft Office, Skilled Multi-tasker, Quick Learner, Motivate Others, Great Communication, Typing, Bilingual Communications, Enthusiastic
Education
Pasadena City College 2012 — 2015
Registered Nursing/Registered Nurse
Mark Keppel High School 2008 — 2012
High School Diploma, Student, Senior
Repetto School 1999 — 2008
8th
Erin Fox Erin Fox's LPL Financial Experience May 2015 - Present
Job Sr. Social Responsibility Consultant at LPL Financial
Industry Executive Office
Experience
LPL Financial May 2015 - Present
LPL Financial August 2014 - Present
Coffee Ambassador February 2014 - August 2014
Easter Seals Nevada August 2012 - November 2013
Easter Seals Nevada June 2010 - August 2012
Easter Seals Nevada March 2009 - June 2010
Easter Seals Nevada July 2007 - March 2009
Fidelity Investments 2006 - 2007
Skills
Strategic Planning, Public Speaking, Event Planning, Nonprofits, Fundraising, Microsoft Excel, Program Development, Social Media, Non-profits, Leadership, Community Outreach, Project Management, Marketing Strategy, Sales, Outside Sales, Grant Writing, Leadership Development, Volunteer Management
Education
Ohio University
B.S., Finance
LPL Financial May 2015 - Present
LPL Financial August 2014 - Present
Coffee Ambassador February 2014 - August 2014
Easter Seals Nevada August 2012 - November 2013
Easter Seals Nevada June 2010 - August 2012
Easter Seals Nevada March 2009 - June 2010
Easter Seals Nevada July 2007 - March 2009
Fidelity Investments 2006 - 2007
Skills
Strategic Planning, Public Speaking, Event Planning, Nonprofits, Fundraising, Microsoft Excel, Program Development, Social Media, Non-profits, Leadership, Community Outreach, Project Management, Marketing Strategy, Sales, Outside Sales, Grant Writing, Leadership Development, Volunteer Management
Education
Ohio University
B.S., Finance
John C. Farley, AAMS's LPL Financial Experience 2011 - 2015
Job President/Owner at Newport Wealth Management
Industry Financial Services
Experience
Newport Wealth Management November 2011 - Present
LPL Financial 2011 - 2015
Stifel Financial Corp. November 2005 - November 2011
Advest, Inc. October 1989 - November 2005
Skills
Retirement Planning, Tax Free Income, Stock Picking, Strategic Financial..., Series 7, Investments, FINRA, Series 65, Investment Strategies, Portfolio Management, Financial Services, Fixed Annuities, Insurance, Financial Planning
Education
Oliver Wolcott Regional Vocational Technical Sch 1979 — 1983
College for Financial Planning
Newport Wealth Management November 2011 - Present
LPL Financial 2011 - 2015
Stifel Financial Corp. November 2005 - November 2011
Advest, Inc. October 1989 - November 2005
Skills
Retirement Planning, Tax Free Income, Stock Picking, Strategic Financial..., Series 7, Investments, FINRA, Series 65, Investment Strategies, Portfolio Management, Financial Services, Fixed Annuities, Insurance, Financial Planning
Education
Oliver Wolcott Regional Vocational Technical Sch 1979 — 1983
College for Financial Planning
Jay Wolters Jay Wolters's LPL Financial Experience July 2013 - Present
Job Senior Developer at LPL Financial
Industry Online Media
Experience
LPL Financial July 2013 - Present
LPL Financial November 2011 - July 2013
Freelance Web Designer (Self-employed) May 2011 - November 2011
Kelly Capital October 2000 - May 2011
change.com June 2000 - November 2000
Inspired Arts November 1999 - June 2000
The Herald Journal January 1996 - January 1998
Skills
User Interface Design, CSS, JavaScript, Web Applications, Graphic Design, HTML, HTML 5, jQuery, Photoshop, WordPress, SQL, SEO, Illustrator, Digital Marketing, SEM, Node.js, Bootstrap, HTML5, Web Development, User Experience, AngularJS, HighCharts, User Interface, Interaction Design
Education
Utah State University 1993 — 1998
BA, Art and Graphic Design
Penn State University 1991 — 1993
Math and Science major
San Diego Community College 2011 — 2011
Software Engineering
LPL Financial July 2013 - Present
LPL Financial November 2011 - July 2013
Freelance Web Designer (Self-employed) May 2011 - November 2011
Kelly Capital October 2000 - May 2011
change.com June 2000 - November 2000
Inspired Arts November 1999 - June 2000
The Herald Journal January 1996 - January 1998
Skills
User Interface Design, CSS, JavaScript, Web Applications, Graphic Design, HTML, HTML 5, jQuery, Photoshop, WordPress, SQL, SEO, Illustrator, Digital Marketing, SEM, Node.js, Bootstrap, HTML5, Web Development, User Experience, AngularJS, HighCharts, User Interface, Interaction Design
Education
Utah State University 1993 — 1998
BA, Art and Graphic Design
Penn State University 1991 — 1993
Math and Science major
San Diego Community College 2011 — 2011
Software Engineering
Bjarne Olsen Bjarne Olsen's LPL Financial Experience May 2005 - Present
Job Telecom Engineer at LPL Financial
Industry Information Services
Experience
LPL Financial May 2005 - Present
TELCOMTEC November 2004 - June 2005
Convergys 1995 - 2003
Skills
Telecommunications, Troubleshooting, Disaster Recovery, Vendor Management, Project Management, Business Analysis, IT Management, Information Technology, IT Strategy, IT Operations, Visio, Data Center, SDLC, Software Documentation, ITIL, SharePoint, Program Management, Integration, Process Improvement
Education
Palomar College 2002 — 2004
Associate's Degree, Associates Degree University Track Studies.
Nortel and Avaya training
LPL Financial May 2005 - Present
TELCOMTEC November 2004 - June 2005
Convergys 1995 - 2003
Skills
Telecommunications, Troubleshooting, Disaster Recovery, Vendor Management, Project Management, Business Analysis, IT Management, Information Technology, IT Strategy, IT Operations, Visio, Data Center, SDLC, Software Documentation, ITIL, SharePoint, Program Management, Integration, Process Improvement
Education
Palomar College 2002 — 2004
Associate's Degree, Associates Degree University Track Studies.
Nortel and Avaya training
Vere Reynolds-Hale Vere Reynolds-Hale's LPL Financial Experience 2003 - 2006
Job Senior Vice President, Business Strategy at Griffin Capital Securities, Inc.
Industry Financial Services
Experience
Griffin Capital Securities, Inc. August 2014 - Present
Kits For Africa 2010 - Present
The Legend Group March 2013 - April 2014
First Allied Securities November 2007 - January 2013
LPL Financial 2003 - 2006
National Planning Holdings, Inc. 2000 - 2003
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2001 — 2008
BS in Management
Griffin Capital Securities, Inc. August 2014 - Present
Kits For Africa 2010 - Present
The Legend Group March 2013 - April 2014
First Allied Securities November 2007 - January 2013
LPL Financial 2003 - 2006
National Planning Holdings, Inc. 2000 - 2003
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2001 — 2008
BS in Management
Vanessa Springs, MBA, SSGB Vanessa Springs, MBA, SSGB's LPL Financial Experience February 2010 - April 2010
Job Associate Project Coordinator at Hire Right Apple One Agency
Industry Financial Services
Experience
Hire Right- Apple One Agency August 2014 - March 2015
PMI Metrolina November 2012 - December 2013
Accenture November 2011 - July 2012
Accenture June 2011 - November 2011
Lash Group October 2010 - January 2011
LPL Financial February 2010 - April 2010
General Electric November 2008 - May 2009
TIAA-CREF March 2004 - July 2008
Novant Health August 2000 - March 2004
Skills
Tax Reporting, Customer Service, Retirement Services, Accounts Receivable, Credit Analysis, Mortgage Servicing, Accounts Payable, CRM software, Siebel, Microsoft Office 2003, Microsoft Office 2007, Project Management, Financial Services, Oracle, Outlook, Training, Human Resources, CRM, Management, Business Analysis, Leadership, Business Process..., Program Management, Analysis, Six Sigma, MS Project, Retirement, Recruiting, Vendor Management, PMP, Finance, Call Centers, Risk Management
Education
Optum 2015 — 2015
NC Health & Accident - Medicare Supplement & Long term care Licenses
Star Six Sigma 2013 — 2013
Six Sigma Green Belt - completed
Post University 2012 — 2013
Graduate Certificate, Project Management, 3.70
University of Phoenix 2006 — 2007
MBA, Business Administration, 3.53
Pfeiffer University 1999 — 2001
BS, Business Adminstration
Hire Right- Apple One Agency August 2014 - March 2015
PMI Metrolina November 2012 - December 2013
Accenture November 2011 - July 2012
Accenture June 2011 - November 2011
Lash Group October 2010 - January 2011
LPL Financial February 2010 - April 2010
General Electric November 2008 - May 2009
TIAA-CREF March 2004 - July 2008
Novant Health August 2000 - March 2004
Skills
Tax Reporting, Customer Service, Retirement Services, Accounts Receivable, Credit Analysis, Mortgage Servicing, Accounts Payable, CRM software, Siebel, Microsoft Office 2003, Microsoft Office 2007, Project Management, Financial Services, Oracle, Outlook, Training, Human Resources, CRM, Management, Business Analysis, Leadership, Business Process..., Program Management, Analysis, Six Sigma, MS Project, Retirement, Recruiting, Vendor Management, PMP, Finance, Call Centers, Risk Management
Education
Optum 2015 — 2015
NC Health & Accident - Medicare Supplement & Long term care Licenses
Star Six Sigma 2013 — 2013
Six Sigma Green Belt - completed
Post University 2012 — 2013
Graduate Certificate, Project Management, 3.70
University of Phoenix 2006 — 2007
MBA, Business Administration, 3.53
Pfeiffer University 1999 — 2001
BS, Business Adminstration
Avril Cobb Avril Cobb's LPL Financial Experience January 2006 - September 2006
Job Operations Business Analyst at Amerigroup
Industry Financial Services
Experience
Amerigroup August 2012 - Present
AppleOne April 2012 - September 2012
Virginia Beach Public School December 2010 - March 2012
Ameriprise Financial March 2008 - May 2008
LPL Financial January 2006 - September 2006
2005Sea World March 2005 - November 2005
Unitrin Direct 2001 - 2005
Enterprise Capital Management January 1997 - January 2001
Skills
Research, Microsoft Excel, Customer Service, Financial Analysis, Microsoft Office, Public Speaking, Leadership, Team Building, Analysis, Forecasting, Operations Management, Workshop Facilitation, Finance, Business Strategy, Call Center, Bloomberg, Access, Supervisory Skills, Training, Data Analysis, Program Management, Business Analysis, Management, Strategic Planning, Budgets, Change Management, Call Centers, Process Improvement
Education
Spelman College 1994 — 1998
BA
Old Dominion University
Amerigroup August 2012 - Present
AppleOne April 2012 - September 2012
Virginia Beach Public School December 2010 - March 2012
Ameriprise Financial March 2008 - May 2008
LPL Financial January 2006 - September 2006
2005Sea World March 2005 - November 2005
Unitrin Direct 2001 - 2005
Enterprise Capital Management January 1997 - January 2001
Skills
Research, Microsoft Excel, Customer Service, Financial Analysis, Microsoft Office, Public Speaking, Leadership, Team Building, Analysis, Forecasting, Operations Management, Workshop Facilitation, Finance, Business Strategy, Call Center, Bloomberg, Access, Supervisory Skills, Training, Data Analysis, Program Management, Business Analysis, Management, Strategic Planning, Budgets, Change Management, Call Centers, Process Improvement
Education
Spelman College 1994 — 1998
BA
Old Dominion University
Jason Claborn Jason Claborn's LPL Financial Experience 2010 - Present
Job President of Modern Wealth Management
Industry Financial Services
Experience
LPL Financial 2010 - Present
Modern Wealth Management 2007 - Present
Merrill Lynch June 1996 - May 2003
Education
Northwestern Oklahoma State University 1990 — 1994
LPL Financial 2010 - Present
Modern Wealth Management 2007 - Present
Merrill Lynch June 1996 - May 2003
Education
Northwestern Oklahoma State University 1990 — 1994
Martin Taffaro Martin Taffaro's LPL Financial Experience February 2014 - Present
Job Compliance Examiner at LPL Financial
Industry Financial Services
Experience
LPL Financial February 2014 - Present
Northwestern Mutual June 2013 - February 2014
Northwestern Mutual October 2011 - May 2013
Northwestern Mutual February 2007 - September 2011
Cadaret Grant June 2000 - November 2006
Cadaret Grant April 1997 - May 2000
Cadaret Grant April 1995 - March 1997
Quick & Reilly 1992 - 1994
Skills
Microsoft Office, Compliance, Sales Management, Investments, Finance, Insurance, Financial Services, Series 7, Securities, Strategic Planning, Marketing, Strategic Financial..., Mutual Funds, Series 63, Financial Analysis, Financial Advisory, Wealth Management, Risk Management, Retirement Planning, Investment Advisory, Fixed Annuities, Life Insurance, Portfolio Management, Asset Allocation, FINRA, Trading, IRAs, Retirement, 401k, Options, Series 6, Fixed Income, Bonds, Disability Insurance, Investment Strategies, Asset Management, Investment Management, ETFs, Long-term Care, Long Term Care Insurance, Uniform Combined State..., Pensions, Variable Annuities, Financial Planners
Education
Onondaga Community College
SUNY Cortland
LPL Financial February 2014 - Present
Northwestern Mutual June 2013 - February 2014
Northwestern Mutual October 2011 - May 2013
Northwestern Mutual February 2007 - September 2011
Cadaret Grant June 2000 - November 2006
Cadaret Grant April 1997 - May 2000
Cadaret Grant April 1995 - March 1997
Quick & Reilly 1992 - 1994
Skills
Microsoft Office, Compliance, Sales Management, Investments, Finance, Insurance, Financial Services, Series 7, Securities, Strategic Planning, Marketing, Strategic Financial..., Mutual Funds, Series 63, Financial Analysis, Financial Advisory, Wealth Management, Risk Management, Retirement Planning, Investment Advisory, Fixed Annuities, Life Insurance, Portfolio Management, Asset Allocation, FINRA, Trading, IRAs, Retirement, 401k, Options, Series 6, Fixed Income, Bonds, Disability Insurance, Investment Strategies, Asset Management, Investment Management, ETFs, Long-term Care, Long Term Care Insurance, Uniform Combined State..., Pensions, Variable Annuities, Financial Planners
Education
Onondaga Community College
SUNY Cortland
Jim Copenheaver CISSP, CISM, CISA Jim Copenheaver CISSP, CISM, CISA's LPL Financial Experience November 2013 - Present
Job VP, Governance, Risk & Audit Readiness at LPL Financial
Industry Information Technology and Services
Experience
LPL Financial November 2013 - Present
Morgan Stanley March 2010 - November 2013
Cendant/Wyndham Worldwide July 1997 - August 2009
Zurich Insurance (formerly Fidelity and Deposit Company of Maryland) February 1984 - July 1997
Skills
Information Technology..., Planning &..., Policies, Standards, &..., Disaster Recovery &..., Risk Identification &..., Vendor Relationship..., Information Security, Sarbanes-Oxley, Business Continuity, Management, Governance, Strategy, Budgets, COBIT, IT Strategy, Vendor Relationships, PCI DSS, PMP, IT Management, Risk Management, Sarbanes-Oxley Act, Information Technology, Outsourcing, Auditing, IT Audit, CISSP, Process Improvement, Disaster Recovery, Enterprise Architecture, Security, Information Security..., Enterprise Software, Resource Management, Privacy Law, Project Management, Vendor Management, Consulting, Risk Assessment, Integration, Business Continuity..., Business Process..., Security Awareness, Insurance Policies, Mitigation, Project Portfolio..., Data Center, Testing, Business Process, Program Management, Software Development
Education
University of Baltimore 1983 — 1989
B.S., Business Administration
Penn State University 1976 — 1978
A.S., Computer Science
LPL Financial November 2013 - Present
Morgan Stanley March 2010 - November 2013
Cendant/Wyndham Worldwide July 1997 - August 2009
Zurich Insurance (formerly Fidelity and Deposit Company of Maryland) February 1984 - July 1997
Skills
Information Technology..., Planning &..., Policies, Standards, &..., Disaster Recovery &..., Risk Identification &..., Vendor Relationship..., Information Security, Sarbanes-Oxley, Business Continuity, Management, Governance, Strategy, Budgets, COBIT, IT Strategy, Vendor Relationships, PCI DSS, PMP, IT Management, Risk Management, Sarbanes-Oxley Act, Information Technology, Outsourcing, Auditing, IT Audit, CISSP, Process Improvement, Disaster Recovery, Enterprise Architecture, Security, Information Security..., Enterprise Software, Resource Management, Privacy Law, Project Management, Vendor Management, Consulting, Risk Assessment, Integration, Business Continuity..., Business Process..., Security Awareness, Insurance Policies, Mitigation, Project Portfolio..., Data Center, Testing, Business Process, Program Management, Software Development
Education
University of Baltimore 1983 — 1989
B.S., Business Administration
Penn State University 1976 — 1978
A.S., Computer Science
DOUG BIELEFELDT DOUG BIELEFELDT's LPL Financial Experience 2008 - Present
Job LPL Financial Planner / LPL Registered Principal / LPL Branch Manager
Industry Financial Services
Experience
LPL Financial 2008 - Present
Financial Services 1993 - 2008
Oregon Forest Management Services 1985 - 1993
Skills
Investment Advisory, Wealth Management..., Personal Financial..., Retirement Planning, Portfolio Management, Asset Management, Asset Allocation, Investment Strategies, Series 7, Series 24, Securities, Investments
Education
Oregon State University 1980 — 1984
Bachelor of Science (B.S.), Forest Management/Forest Resources Management
Oregon State University 1980 — 1984
Bachelor of Science (B.S.), Soil Sciences
LPL Financial 2008 - Present
Financial Services 1993 - 2008
Oregon Forest Management Services 1985 - 1993
Skills
Investment Advisory, Wealth Management..., Personal Financial..., Retirement Planning, Portfolio Management, Asset Management, Asset Allocation, Investment Strategies, Series 7, Series 24, Securities, Investments
Education
Oregon State University 1980 — 1984
Bachelor of Science (B.S.), Forest Management/Forest Resources Management
Oregon State University 1980 — 1984
Bachelor of Science (B.S.), Soil Sciences
Jordan Shaffer's LPL Financial Experience June 2013 - December 2013
Job Husband, Father, Financial Analyst
Industry Accounting
Experience
Frontline Technologies January 2014 - Present
LPL Financial June 2013 - December 2013
Chick-fil-A March 2013 - May 2013
Northwestern Mutual May 2011 - February 2013
Palm Beach Atlantic University May 2010 - May 2011
The Breakers February 2008 - May 2011
Intracoastal Family Office at Capital Guardian October 2010 - December 2010
RMJ, Inc. January 2010 - October 2010
Fulton Financial Corporation May 2008 - August 2009
Willow Valley Resort and Conference Center 2004 - 2007
Skills
Microsoft Excel, Insurance, Leadership, Strategic Financial..., Analysis, Finance, Retirement Planning, PowerPoint, Teamwork, Wealth Management, Investments, Market Research, Budgets, Team Leadership, Microsoft Word, Training, Outlook, Life Insurance, Coaching
Education
Palm Beach Atlantic University 2007 — 2011
BS
Lancaster Christian School 1998 — 2007
Frontline Technologies January 2014 - Present
LPL Financial June 2013 - December 2013
Chick-fil-A March 2013 - May 2013
Northwestern Mutual May 2011 - February 2013
Palm Beach Atlantic University May 2010 - May 2011
The Breakers February 2008 - May 2011
Intracoastal Family Office at Capital Guardian October 2010 - December 2010
RMJ, Inc. January 2010 - October 2010
Fulton Financial Corporation May 2008 - August 2009
Willow Valley Resort and Conference Center 2004 - 2007
Skills
Microsoft Excel, Insurance, Leadership, Strategic Financial..., Analysis, Finance, Retirement Planning, PowerPoint, Teamwork, Wealth Management, Investments, Market Research, Budgets, Team Leadership, Microsoft Word, Training, Outlook, Life Insurance, Coaching
Education
Palm Beach Atlantic University 2007 — 2011
BS
Lancaster Christian School 1998 — 2007
Rhiannon Mish's LPL Financial Experience May 2014 - March 2015
Job Web Content Assistant at Past Time Signs
Industry Marketing and Advertising
Experience
Past Time Signs September 2015 - Present
LPL Financial May 2014 - March 2015
LPL Financial April 2013 - May 2014
Freelance Graphic Designer 2011 - October 2013
Equity Management Inc. August 2007 - July 2011
Flagship Cruises & Events 2005 - 2007
T-Mobile 2003 - 2006
Skills
Adobe CQ5, Training & Development, Adobe Creative Suite, Creative Services, InDesign, Administrative..., Self-reliant, Highly-organized, Skilled Multi-tasker, Typography, Social Networking, Microsoft Applications, Macintosh Applications, Illustrator, Logo Design, Photoshop, Adobe Acrobat, Visual Communication, Branding, QuarkXPress, Flyers, Presentation Design, Marketing Communications, Business Cards, Vector Illustration, Mac, Catalogs, Social Media, Marketing, Event Planning, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Visio, SnagIt, Microsoft Publisher, Visual Design, Creative Strategy, Graphics, Information Design, Microsoft Office, Graphic Design, Marketing Strategy, Social Media Marketing, Customer Service, Event Management
Education
Platt College-San Diego 2010 — 2012
Associate's degree, Graphic Design
Platt College-San Diego
Associate of Arts (A.A.), Graphic Design
Past Time Signs September 2015 - Present
LPL Financial May 2014 - March 2015
LPL Financial April 2013 - May 2014
Freelance Graphic Designer 2011 - October 2013
Equity Management Inc. August 2007 - July 2011
Flagship Cruises & Events 2005 - 2007
T-Mobile 2003 - 2006
Skills
Adobe CQ5, Training & Development, Adobe Creative Suite, Creative Services, InDesign, Administrative..., Self-reliant, Highly-organized, Skilled Multi-tasker, Typography, Social Networking, Microsoft Applications, Macintosh Applications, Illustrator, Logo Design, Photoshop, Adobe Acrobat, Visual Communication, Branding, QuarkXPress, Flyers, Presentation Design, Marketing Communications, Business Cards, Vector Illustration, Mac, Catalogs, Social Media, Marketing, Event Planning, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Visio, SnagIt, Microsoft Publisher, Visual Design, Creative Strategy, Graphics, Information Design, Microsoft Office, Graphic Design, Marketing Strategy, Social Media Marketing, Customer Service, Event Management
Education
Platt College-San Diego 2010 — 2012
Associate's degree, Graphic Design
Platt College-San Diego
Associate of Arts (A.A.), Graphic Design
Lindsay Bissell Lindsay Bissell's LPL Financial Experience February 2011 - April 2013
Job Co Founder A Signature Welcome, LLC
Industry Design
Experience
A Signature Welcome, LLC June 2014 - Present
The Row, LLC / Dualstar Entertainment Group August 2011 - Present
Bissell and Blaise Fine Jewelry October 2011 - June 2014
LPL Financial February 2011 - April 2013
SMASH August 2012 - December 2012
NBCUniversal, Inc. August 2011 - December 2012
Kelly Wearstler August 2011 - October 2011
Donna Karan January 2010 - July 2010
LPL Financial July 2007 - August 2009
Skills
Leadership, Fashion, Fashion Design, Social Media, Jewelry, Management, Merchandising, Salesforce.com, Budgets, Microsoft Suites, Adobe Creative Suite, Business Objects, SharePoint, work etc, design, Sales Management
Education
Parsons School of Design 2009 — 2011
Fashion Design
University of Georgia - Terry College of Business 2003 — 2007
BBA, Finance
A Signature Welcome, LLC June 2014 - Present
The Row, LLC / Dualstar Entertainment Group August 2011 - Present
Bissell and Blaise Fine Jewelry October 2011 - June 2014
LPL Financial February 2011 - April 2013
SMASH August 2012 - December 2012
NBCUniversal, Inc. August 2011 - December 2012
Kelly Wearstler August 2011 - October 2011
Donna Karan January 2010 - July 2010
LPL Financial July 2007 - August 2009
Skills
Leadership, Fashion, Fashion Design, Social Media, Jewelry, Management, Merchandising, Salesforce.com, Budgets, Microsoft Suites, Adobe Creative Suite, Business Objects, SharePoint, work etc, design, Sales Management
Education
Parsons School of Design 2009 — 2011
Fashion Design
University of Georgia - Terry College of Business 2003 — 2007
BBA, Finance
Yogi Sankepally's LPL Financial Experience September 2003 - December 2003
Job
Industry Information Technology and Services
Experience
Hyundai Capital America June 2010 - Present
Southern California Edison December 2007 - 2010
JP Morgan Chase (formerly Washington Mutual Investments) September 2007 - November 2007
Trader Joe's Company July 2005 - July 2007
Yamaha Corp. of America January 2004 - June 2005
LPL Financial September 2003 - December 2003
AT&T Canada (now MTS Allstream) September 1999 - August 2003
Department of Fisheries & Oceans, Government of Canada October 1998 - May 1999
Optum Inc. (now Click Commerce) May 1997 - September 1998
Various August 1993 - September 1995
Skills
Oracle Applications, Oracle, Unix, SDLC, Integration, Requirements Analysis, SQL, Databases, Oracle RAC, Data Warehousing, Performance Tuning, ERP, Oracle E-Business Suite, RMAN, PL/SQL, Oracle HR, Enterprise Software, Solution Architecture, Enterprise Architecture, ETL, SOA, Data Modeling, Data Migration, Business Intelligence, Informatica, Software Project..., Requirements Gathering, DB2, Business Process, Business Analysis, Disaster Recovery, Visio, IT Strategy, PMP, Master Data Management, Business Process Design, Business Objects, Microsoft SQL Server, Business Requirements, Database Design, Vendor Management, PMO, SharePoint, Agile Methodologies, User Acceptance Testing, Systems Analysis, Crystal Reports, IT Management, Data Integration, Business Process...
Education
University of Western Sydney - School of Computing, Engineering and Mathematics 1995 — 1996
Computer Science
Aptech Computer Education 1993 — 1994
Diploma in Information and Systems Management
Osmania University 1990 — 1993
Bachelor of Science (B.S.)
Certifications
Professional Development
Hyundai Capital America June 2010 - Present
Southern California Edison December 2007 - 2010
JP Morgan Chase (formerly Washington Mutual Investments) September 2007 - November 2007
Trader Joe's Company July 2005 - July 2007
Yamaha Corp. of America January 2004 - June 2005
LPL Financial September 2003 - December 2003
AT&T Canada (now MTS Allstream) September 1999 - August 2003
Department of Fisheries & Oceans, Government of Canada October 1998 - May 1999
Optum Inc. (now Click Commerce) May 1997 - September 1998
Various August 1993 - September 1995
Skills
Oracle Applications, Oracle, Unix, SDLC, Integration, Requirements Analysis, SQL, Databases, Oracle RAC, Data Warehousing, Performance Tuning, ERP, Oracle E-Business Suite, RMAN, PL/SQL, Oracle HR, Enterprise Software, Solution Architecture, Enterprise Architecture, ETL, SOA, Data Modeling, Data Migration, Business Intelligence, Informatica, Software Project..., Requirements Gathering, DB2, Business Process, Business Analysis, Disaster Recovery, Visio, IT Strategy, PMP, Master Data Management, Business Process Design, Business Objects, Microsoft SQL Server, Business Requirements, Database Design, Vendor Management, PMO, SharePoint, Agile Methodologies, User Acceptance Testing, Systems Analysis, Crystal Reports, IT Management, Data Integration, Business Process...
Education
University of Western Sydney - School of Computing, Engineering and Mathematics 1995 — 1996
Computer Science
Aptech Computer Education 1993 — 1994
Diploma in Information and Systems Management
Osmania University 1990 — 1993
Bachelor of Science (B.S.)
Certifications
Professional Development
Holly Peters's LPL Financial Experience March 2008 - March 2009
Job Senior Human Resources Professional
Industry Human Resources
Experience
Florida Power & Light January 2013 - Present
Kaplan University April 2009 - Present
LPL Financial March 2008 - March 2009
ABN AMRO, LaSalle Bank 2001 - 2008
Skills
Employee Relations, Talent Management, Talent Acquisition, Onboarding, Performance Management, Leadership Development, Recruiting, Succession Planning, Coaching, Applicant Tracking..., Organizational..., Human Resources, Change Management, HRIS, Employee Engagement, Project Management, Compliance, Leadership Development..., Organizational Design
Education
Pennsylvania State University 1987 — 1990
Bachelor of Science (BS), Business Administration and Management, General
Florida Power & Light January 2013 - Present
Kaplan University April 2009 - Present
LPL Financial March 2008 - March 2009
ABN AMRO, LaSalle Bank 2001 - 2008
Skills
Employee Relations, Talent Management, Talent Acquisition, Onboarding, Performance Management, Leadership Development, Recruiting, Succession Planning, Coaching, Applicant Tracking..., Organizational..., Human Resources, Change Management, HRIS, Employee Engagement, Project Management, Compliance, Leadership Development..., Organizational Design
Education
Pennsylvania State University 1987 — 1990
Bachelor of Science (BS), Business Administration and Management, General
Priya Khandelwal's LPL Financial Experience December 2013 - Present
Job Assistant Vice President at LPL Financial
Industry Consumer Electronics
Experience
LPL Financial December 2013 - Present
LPL Financial May 2012 - November 2013
xplair Technology LLC October 2009 - April 2012
Sony Electronics March 2007 - October 2009
Computer Market Research June 2005 - February 2007
Progressive Insurance 2005 - 2005
Skills
SDLC, Requirements Analysis, Web Services, Business Analysis, Unix, Agile Methodologies, Linux, C, XML, Software Project..., Software Development
Education
Ohio University 2003 — 2005
SVITS 1999 — 2003
BE, Computer Science
LPL Financial December 2013 - Present
LPL Financial May 2012 - November 2013
xplair Technology LLC October 2009 - April 2012
Sony Electronics March 2007 - October 2009
Computer Market Research June 2005 - February 2007
Progressive Insurance 2005 - 2005
Skills
SDLC, Requirements Analysis, Web Services, Business Analysis, Unix, Agile Methodologies, Linux, C, XML, Software Project..., Software Development
Education
Ohio University 2003 — 2005
SVITS 1999 — 2003
BE, Computer Science
Marek Benes's LPL Financial Experience August 2012 - April 2014
Job Quality Assurance Analyst at Blizzard Entertainment
Industry Computer Games
Experience
Blizzard Entertainment February 2015 - Present
LPL Financial August 2012 - April 2014
None July 2009 - August 2012
Overtone July 2007 - July 2009
VeriTest July 2000 - July 2007
Skills
Test Automation, Testing, Windows, Test Planning, Manual Testing, SQL, Test Cases, Test Management, Selenium, Regression Testing
Education
San Diego State University-California State University 1994 — 1999
Occidental College 1986 — 1988
Blizzard Entertainment February 2015 - Present
LPL Financial August 2012 - April 2014
None July 2009 - August 2012
Overtone July 2007 - July 2009
VeriTest July 2000 - July 2007
Skills
Test Automation, Testing, Windows, Test Planning, Manual Testing, SQL, Test Cases, Test Management, Selenium, Regression Testing
Education
San Diego State University-California State University 1994 — 1999
Occidental College 1986 — 1988
Michelle McCarthy Bless's LPL Financial Experience July 2012 - Present
Job Senior Investment Advisor at Retirement Benefits Group
Industry Financial Services
Experience
Retirement Benefits Group July 2012 - Present
LPL Financial July 2012 - Present
Retirement Strategies Group January 2009 - October 2012
Trilogy Financial Services January 2001 - March 2003
Skills
Disability Insurance, Retirement plans for..., Retirement, Long-term Care, Financial Planners, 401k, Retirement Planning, IRAs, Fixed Annuities, Pensions, Series 7, Employee Benefits, Investments, Mutual Funds, Asset Allocation, Series 63, Strategic Financial...
Education
Pomona College 1996 — 2000
BA, International Relations and French
Garrison Forest School 1992 — 1996
Retirement Benefits Group July 2012 - Present
LPL Financial July 2012 - Present
Retirement Strategies Group January 2009 - October 2012
Trilogy Financial Services January 2001 - March 2003
Skills
Disability Insurance, Retirement plans for..., Retirement, Long-term Care, Financial Planners, 401k, Retirement Planning, IRAs, Fixed Annuities, Pensions, Series 7, Employee Benefits, Investments, Mutual Funds, Asset Allocation, Series 63, Strategic Financial...
Education
Pomona College 1996 — 2000
BA, International Relations and French
Garrison Forest School 1992 — 1996
Thom Neale's LPL Financial Experience 2003 - 2004
Job Data Engineer at MassMutual Financial Group
Industry Information Technology and Services
Experience
MassMutual Financial Group December 2014 - Present
Casetext August 2014 - December 2014
Sunlight Foundation January 2012 - August 2014
New York State Court of Appeals, Law Reporting Bureau January 2009 - December 2011
NY State Assembly January 2008 - February 2009
LPL Financial 2003 - 2004
LPL Financial 2003 - 2004
Skills
Python, Django, JavaScript, XML, Regular Expressions, Web Scraping, Web Development, Programming, Database Design, HTML, Databases, CSS, Git
Education
Vulcan Science Academy 2014 — 2021
Vh.D., Logic
University of California, Hastings College of the Law 2004 — 2007
JD
Point Loma Nazarene University 2000 — 2003
BA, Political Science
William Aberhart High School
William Aberhart High School
MassMutual Financial Group December 2014 - Present
Casetext August 2014 - December 2014
Sunlight Foundation January 2012 - August 2014
New York State Court of Appeals, Law Reporting Bureau January 2009 - December 2011
NY State Assembly January 2008 - February 2009
LPL Financial 2003 - 2004
LPL Financial 2003 - 2004
Skills
Python, Django, JavaScript, XML, Regular Expressions, Web Scraping, Web Development, Programming, Database Design, HTML, Databases, CSS, Git
Education
Vulcan Science Academy 2014 — 2021
Vh.D., Logic
University of California, Hastings College of the Law 2004 — 2007
JD
Point Loma Nazarene University 2000 — 2003
BA, Political Science
William Aberhart High School
William Aberhart High School
Bob Casanova's LPL Financial Experience May 2014 - January 2015
Job Senior Business Analyst at Wells Fargo Capital Finance
Industry Insurance
Experience
Wells Fargo Capital Finance February 2015 - Present
LPL Financial May 2014 - January 2015
SCOR August 2011 - May 2014
Transamerica Reinsurance April 2005 - August 2011
Signature Consultants October 2002 - April 2005
Arthur Andersen Business Consulting February 2001 - January 2002
Ajilon October 2000 - February 2001
Nemeth Martin Consulting April 2000 - October 2000
Infosystems Technology Consulting October 1998 - April 2000
Keane Consulting January 1998 - October 1998
Skills
Oracle, SQL Navigator, Visio, Microsoft Office, SQL Server Management..., Business Objects Data..., ETL, Business Intelligence, SDLC, Agile & Waterfall..., Requirements Analysis, Functional Requirements, System Requirements, Process Improvement, Risk Management, Software Testing Life..., QA Testing, UAT Testing, Requirements Gathering, Banking, Insurance, Finance, Retail, Master Data Management, Business Process..., Data Analysis, Data Modeling, Data Governance, Data Mining, Data Migration, Data Warehousing, Data Structures, Mergers & Acquisitions, Business Analysis
Education
State University of New York College at Oswego 2004 — 2007
B.S., Business Administration, Economics, Finance, 3.9
Onondaga Community College 1995 — 1997
Associate's Degree, Business Administration, Computer Science, 3.7
Savanna High School 1982 — 1986
High School, Mathematics, 3.9
Wells Fargo Capital Finance February 2015 - Present
LPL Financial May 2014 - January 2015
SCOR August 2011 - May 2014
Transamerica Reinsurance April 2005 - August 2011
Signature Consultants October 2002 - April 2005
Arthur Andersen Business Consulting February 2001 - January 2002
Ajilon October 2000 - February 2001
Nemeth Martin Consulting April 2000 - October 2000
Infosystems Technology Consulting October 1998 - April 2000
Keane Consulting January 1998 - October 1998
Skills
Oracle, SQL Navigator, Visio, Microsoft Office, SQL Server Management..., Business Objects Data..., ETL, Business Intelligence, SDLC, Agile & Waterfall..., Requirements Analysis, Functional Requirements, System Requirements, Process Improvement, Risk Management, Software Testing Life..., QA Testing, UAT Testing, Requirements Gathering, Banking, Insurance, Finance, Retail, Master Data Management, Business Process..., Data Analysis, Data Modeling, Data Governance, Data Mining, Data Migration, Data Warehousing, Data Structures, Mergers & Acquisitions, Business Analysis
Education
State University of New York College at Oswego 2004 — 2007
B.S., Business Administration, Economics, Finance, 3.9
Onondaga Community College 1995 — 1997
Associate's Degree, Business Administration, Computer Science, 3.7
Savanna High School 1982 — 1986
High School, Mathematics, 3.9
Naura Pierre, CAPM's LPL Financial Experience June 2015 - Present
Job Wealth Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2015 - Present
Northern Trust Corporation June 2014 - Present
Northern Trust Wealth Management June 2011 - June 2014
Northern Trust Asset Management December 2007 - 2011
Northern Trust Corporation November 2001 - 2007
Mercer Investment Consulting 1998 - 2001
Skills
Equities, Investments, Asset Allocation, Portfolio Management, Investment Strategies, Asset Management, Alternative Investments, Mutual Funds, Performance Measurement, Product Management, Product Development, Performance Reporting, Lotus Notes, Wealth Management
Education
University of Maryland College Park
Bachelor's Degree, Economics/Finance
Northwestern University
Certified Financial Planning (CFP) Program
LPL Financial June 2015 - Present
Northern Trust Corporation June 2014 - Present
Northern Trust Wealth Management June 2011 - June 2014
Northern Trust Asset Management December 2007 - 2011
Northern Trust Corporation November 2001 - 2007
Mercer Investment Consulting 1998 - 2001
Skills
Equities, Investments, Asset Allocation, Portfolio Management, Investment Strategies, Asset Management, Alternative Investments, Mutual Funds, Performance Measurement, Product Management, Product Development, Performance Reporting, Lotus Notes, Wealth Management
Education
University of Maryland College Park
Bachelor's Degree, Economics/Finance
Northwestern University
Certified Financial Planning (CFP) Program
Mariann Sena-Ferraro's LPL Financial Experience October 2013 - Present
Job Senior Admistrative Executive Assistant at LPL Financial
Industry Professional Training & Coaching
Experience
LPL Financial October 2013 - Present
Administrative Support Services 2010 - 2013
Ingersoll Rand 2008 - 2010
Ingersoll Rand 2008 - 2010
Bank of America November 2005 - October 2007
Skills
Program Management, Customer Service, Microsoft Office, Microsoft Excel, Vendor Management, Credit, Microsoft Word, Banking, Leadership Development, Process Improvement, PowerPoint, Requirements Analysis
Education
Penn State University 1986 — 1991
LPL Financial October 2013 - Present
Administrative Support Services 2010 - 2013
Ingersoll Rand 2008 - 2010
Ingersoll Rand 2008 - 2010
Bank of America November 2005 - October 2007
Skills
Program Management, Customer Service, Microsoft Office, Microsoft Excel, Vendor Management, Credit, Microsoft Word, Banking, Leadership Development, Process Improvement, PowerPoint, Requirements Analysis
Education
Penn State University 1986 — 1991
Dan Bright's LPL Financial Experience 1997 - 1999
Job Sr. QA Engineer at Blast Motion
Industry Computer Software
Experience
Blast Motion, Inc. May 2015 - Present
The UPS Store July 2014 - April 2015
CRDG January 2013 - December 2014
Aspen Marketing Services February 2012 - November 2012
Brandes Investment Partners 2004 - December 2011
Intuit 1999 - 2004
LPL Financial 1997 - 1999
Skills
Technical Leadership, ALM/SDLC, Agile/Scrum, Software Quality..., SDLC, Agile Methodologies, Quality Assurance, TFS, Scrum, Testing, Waterfall, Test Automation, Requirements Analysis, Quality Center, Regression Testing, Visio, SQL, SharePoint, Test Management, Process Improvement, Software Development, C#, Software Documentation, Software Project..., XML, JavaScript, Databases, ASP.NET, Agile Project Management, Web Applications, Mobile Applications, Visual Studio, CSS, .NET, Integration, Web Services, System Testing, Integration Testing, ETL, User Acceptance Testing, Microsoft SQL Server, Business Analysis, Business Intelligence
Education
Point Loma Nazarene University 1980 — 1983
Blast Motion, Inc. May 2015 - Present
The UPS Store July 2014 - April 2015
CRDG January 2013 - December 2014
Aspen Marketing Services February 2012 - November 2012
Brandes Investment Partners 2004 - December 2011
Intuit 1999 - 2004
LPL Financial 1997 - 1999
Skills
Technical Leadership, ALM/SDLC, Agile/Scrum, Software Quality..., SDLC, Agile Methodologies, Quality Assurance, TFS, Scrum, Testing, Waterfall, Test Automation, Requirements Analysis, Quality Center, Regression Testing, Visio, SQL, SharePoint, Test Management, Process Improvement, Software Development, C#, Software Documentation, Software Project..., XML, JavaScript, Databases, ASP.NET, Agile Project Management, Web Applications, Mobile Applications, Visual Studio, CSS, .NET, Integration, Web Services, System Testing, Integration Testing, ETL, User Acceptance Testing, Microsoft SQL Server, Business Analysis, Business Intelligence
Education
Point Loma Nazarene University 1980 — 1983
Karin Zirk's LPL Financial Experience August 2011 - February 2013
Job Senior SQL Server DBA at Illumina
Industry Computer Software
Experience
Illumina February 2013 - Present
LPL Financial August 2011 - February 2013
CSA Travel Protection September 2010 - May 2011
Advanced Equities Financial Corporation 2008 - 2010
Skills
Visio, Microsoft SQL Server, SSIS, SQL Tuning, SDLC, T-SQL, SSRS, Disaster Recovery, SQL, Databases
Education
Pacific Graduate School of Psychology 2009 — 2015
Master of Arts (MA), Mythological Studies
University of California, San Diego 1986 — 2000
Bachelor of Arts (B.A.), Literature/Creative Writing
University of California, Los Angeles
Illumina February 2013 - Present
LPL Financial August 2011 - February 2013
CSA Travel Protection September 2010 - May 2011
Advanced Equities Financial Corporation 2008 - 2010
Skills
Visio, Microsoft SQL Server, SSIS, SQL Tuning, SDLC, T-SQL, SSRS, Disaster Recovery, SQL, Databases
Education
Pacific Graduate School of Psychology 2009 — 2015
Master of Arts (MA), Mythological Studies
University of California, San Diego 1986 — 2000
Bachelor of Arts (B.A.), Literature/Creative Writing
University of California, Los Angeles
Jeffrey Kleintop's LPL Financial Experience March 2007 - July 2014
Job Chief Global Investment Strategist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
LPL Financial March 2007 - July 2014
PNC 2000 - 2007
Skills
FINRA, Investment Strategies, Asset Allocation, Investments, Strategic Financial..., Series 7, Financial Markets, Analysis, Bloomberg, Public Speaking, Investment Management, Portfolio Management, Wealth Management, Securities, Retirement Planning, Asset Management, Financial Planning
Education
Penn State University 1993 — 1995
MBA
Charles Schwab August 2014 - Present
LPL Financial March 2007 - July 2014
PNC 2000 - 2007
Skills
FINRA, Investment Strategies, Asset Allocation, Investments, Strategic Financial..., Series 7, Financial Markets, Analysis, Bloomberg, Public Speaking, Investment Management, Portfolio Management, Wealth Management, Securities, Retirement Planning, Asset Management, Financial Planning
Education
Penn State University 1993 — 1995
MBA
Praveen Kunapureddy's LPL Financial Experience October 2014 - March 2015
Job Systems Design Lead at Allstate
Industry Information Technology and Services
Experience
Allstate March 2015 - Present
LPL Financial October 2014 - March 2015
Medica October 2008 - October 2014
Cisco 2005 - 2008
Skills
XSLT, WSDL, SOAP, JMS, XML, SOA, Agile, Informatica, EMS, XSD, Hawk, SoapUI, JavaScript, JDBC, PL/SQL, XML Schema, SQL Server, Oracle SQL, TIBCO, HTML, Web Services, Databases, RV, SQL, Tomcat, XPath, Requirements Analysis
Education
University of Kentucky 2002 — 2004
Masters, Engineering
Osmania University 1997 — 2001
Under Grad, Engineering
Allstate March 2015 - Present
LPL Financial October 2014 - March 2015
Medica October 2008 - October 2014
Cisco 2005 - 2008
Skills
XSLT, WSDL, SOAP, JMS, XML, SOA, Agile, Informatica, EMS, XSD, Hawk, SoapUI, JavaScript, JDBC, PL/SQL, XML Schema, SQL Server, Oracle SQL, TIBCO, HTML, Web Services, Databases, RV, SQL, Tomcat, XPath, Requirements Analysis
Education
University of Kentucky 2002 — 2004
Masters, Engineering
Osmania University 1997 — 2001
Under Grad, Engineering
Brad Kalas's LPL Financial Experience May 2009 - Present
Job Wealth Management Advisor at LPL Financial
Industry Investment Management
Experience
LPL Financial May 2009 - Present
UBS Wealth Management March 2006 - May 2009
Education
Penn State University
B.S.
LPL Financial May 2009 - Present
UBS Wealth Management March 2006 - May 2009
Education
Penn State University
B.S.
robert granoski's LPL Financial Experience January 2001 - January 2005
Job financial advisor at AIG
Industry Financial Services
Experience
AIG Advisor Group January 2005 - Present
LPL Financial January 2001 - January 2005
Las Vegas May 1997 - January 2001
Skills
Strategic Financial..., Investments, Retirement Planning, Asset Management, Portfolio Management, Wealth Management, Mutual Funds, Securities, Alternative Investments, Investment Advisory, Fixed Income, Equities
Education
Pepperdine University 1987 — 1989
MA, Counseling Psychology
University of California, Los Angeles 1983 — 1987
B.A., Psychology
AIG Advisor Group January 2005 - Present
LPL Financial January 2001 - January 2005
Las Vegas May 1997 - January 2001
Skills
Strategic Financial..., Investments, Retirement Planning, Asset Management, Portfolio Management, Wealth Management, Mutual Funds, Securities, Alternative Investments, Investment Advisory, Fixed Income, Equities
Education
Pepperdine University 1987 — 1989
MA, Counseling Psychology
University of California, Los Angeles 1983 — 1987
B.A., Psychology
Tommy Elms's LPL Financial Experience November 2011 - Present
Job LPL Financial Regional Director of Recruiting for KS, MO, and IA
Industry Investment Management
Experience
LPL Financial November 2011 - Present
Sun Life Financial September 2010 - November 2011
John Hancock Financial Services July 2003 - September 2010
Skills
Series 63, Mutual Funds, Fixed Annuities, Series 7, Retirement Planning, Series 6, 401k, Retirement, Variable Annuities, Wealth Management, Investments, Financial Advisory, Series 65, Asset Allocation, FINRA, Alternative Investments, Strategic Financial..., Insurance, Series 24, Securities
Education
Pittsburg State University 1985 — 1990
Business, Finance
LPL Financial November 2011 - Present
Sun Life Financial September 2010 - November 2011
John Hancock Financial Services July 2003 - September 2010
Skills
Series 63, Mutual Funds, Fixed Annuities, Series 7, Retirement Planning, Series 6, 401k, Retirement, Variable Annuities, Wealth Management, Investments, Financial Advisory, Series 65, Asset Allocation, FINRA, Alternative Investments, Strategic Financial..., Insurance, Series 24, Securities
Education
Pittsburg State University 1985 — 1990
Business, Finance
Brian Varian, RHU®, CLTC's LPL Financial Experience November 2012 - Present
Job Senior Sales Consultant LTCi at LPL Financial
Industry Insurance
Experience
LPL Financial November 2012 - Present
Marsh August 2004 - October 2012
Centrelink Insurance and Financial Services March 1998 - September 2004
Skills
Long-Term Care Planning, Insurance Brokerage, Underwriting, Product Analysis, Sales & Marketing..., Maintaining Strong..., Plan Design, Policy Review, Business Development, Long-term Care, Business Planning, Marketing, Disability Insurance, Strategic Financial..., Sales, Life Insurance, Employee Benefits, Retirement, Insurance, Financial Planning, Term Life Insurance, 401k, Health Insurance
Education
Pierce College
The American College
RHU®, Registered Health Underwriter
The Corporation for Long-Term Care Certification
CLTC, Long-Term Care Insurance/Planning
LPL Financial November 2012 - Present
Marsh August 2004 - October 2012
Centrelink Insurance and Financial Services March 1998 - September 2004
Skills
Long-Term Care Planning, Insurance Brokerage, Underwriting, Product Analysis, Sales & Marketing..., Maintaining Strong..., Plan Design, Policy Review, Business Development, Long-term Care, Business Planning, Marketing, Disability Insurance, Strategic Financial..., Sales, Life Insurance, Employee Benefits, Retirement, Insurance, Financial Planning, Term Life Insurance, 401k, Health Insurance
Education
Pierce College
The American College
RHU®, Registered Health Underwriter
The Corporation for Long-Term Care Certification
CLTC, Long-Term Care Insurance/Planning
Robert Tunney,CPA,CFE's LPL Financial Experience January 2004 - December 2010
Job President at RCT Forensic and Valuation Services, LLC
Industry Financial Services
Experience
RCT Forensic and Valuation Services, LLC October 2011 - Present
ROBERT C, TUNNEY, P.C. January 1981 - Present
LPL Financial January 2004 - December 2010
Touche Ross January 1970 - May 1977
Skills
Forensic Accounting, Business Valuation, Accounting, Small Business, Tax Preparation, Insurance Claims, Management Consulting, Mergers & Acquisitions, Start-ups, Insurance, Strategic Financial..., Finance, Financial Analysis, Auditing, Due Diligence, Financial Reporting, CPA, Executive Management, Tax, Financial Services, Financial Planning
Education
Penn State University 1965 — 1969
Accounting
RCT Forensic and Valuation Services, LLC October 2011 - Present
ROBERT C, TUNNEY, P.C. January 1981 - Present
LPL Financial January 2004 - December 2010
Touche Ross January 1970 - May 1977
Skills
Forensic Accounting, Business Valuation, Accounting, Small Business, Tax Preparation, Insurance Claims, Management Consulting, Mergers & Acquisitions, Start-ups, Insurance, Strategic Financial..., Finance, Financial Analysis, Auditing, Due Diligence, Financial Reporting, CPA, Executive Management, Tax, Financial Services, Financial Planning
Education
Penn State University 1965 — 1969
Accounting
Robert J Moore, CFA's LPL Financial Experience January 2013 - March 2015
Job CEO, LGIMA
Industry Financial Services
Experience
LGIMA March 2015 - Present
LPL Financial January 2013 - March 2015
LPL Financial May 2012 - January 2013
LPL Financial September 2008 - May 2012
LaSalle Bank August 2006 - March 2008
ABN AMRO North America 2006 - 2008
ABN AMRO Bank N.V. 2006 - 2007
Diageo January 2001 - August 2006
ABN AMRO August 1996 - December 2000
Duff & Phelps 1993 - 1996
Skills
Portfolio Management, Strategic Financial..., Investments, Asset Management, Series 7, Mutual Funds, Wealth Management, Financial Analysis, Risk Management, Alternative Investments, Securities, Series 63, Banking, Investment Advisory, Equities, Fixed Income, FINRA, Retirement Planning, ALM, Strategic Planning, Series 24, 401k, Investment Management, Asset Managment, Employee Benefits, Financial Advisory, Financial Services, Business Planning, Investment Strategies, Asset Allocation, Underwriting, Wealth Management..., Retirement, Hedge Funds, ETFs, Wealth, Estate Planning, Bonds, Fixed Annuities, IRAs, Financial Planners, Uniform Combined State..., Financial Planning, Leadership, Senior Executive..., Team Leadership
Education
Northwestern University - Kellogg School of Management 1989 — 1992
MM, Finance, Marketing and International Business
The University of Texas at Austin - Red McCombs School of Business 1979 — 1983
BBA, Finance
LGIMA March 2015 - Present
LPL Financial January 2013 - March 2015
LPL Financial May 2012 - January 2013
LPL Financial September 2008 - May 2012
LaSalle Bank August 2006 - March 2008
ABN AMRO North America 2006 - 2008
ABN AMRO Bank N.V. 2006 - 2007
Diageo January 2001 - August 2006
ABN AMRO August 1996 - December 2000
Duff & Phelps 1993 - 1996
Skills
Portfolio Management, Strategic Financial..., Investments, Asset Management, Series 7, Mutual Funds, Wealth Management, Financial Analysis, Risk Management, Alternative Investments, Securities, Series 63, Banking, Investment Advisory, Equities, Fixed Income, FINRA, Retirement Planning, ALM, Strategic Planning, Series 24, 401k, Investment Management, Asset Managment, Employee Benefits, Financial Advisory, Financial Services, Business Planning, Investment Strategies, Asset Allocation, Underwriting, Wealth Management..., Retirement, Hedge Funds, ETFs, Wealth, Estate Planning, Bonds, Fixed Annuities, IRAs, Financial Planners, Uniform Combined State..., Financial Planning, Leadership, Senior Executive..., Team Leadership
Education
Northwestern University - Kellogg School of Management 1989 — 1992
MM, Finance, Marketing and International Business
The University of Texas at Austin - Red McCombs School of Business 1979 — 1983
BBA, Finance
Ron Kriess's LPL Financial Experience February 2006 - March 2009
Job Commercial Real Estate Salesperson at Hastings Cohn Real Estate
Industry Real Estate
Experience
Hastings + Cohn Real Estate 2013 - Present
Business Advisor 2010 - Present
First Commonwealth Bank 2009 - 2010
LPL Financial February 2006 - March 2009
S&T Bank April 2004 - August 2005
Edward Jones March 2002 - March 2004
Northwest Savings Bank 1998 - 2002
Morgan Stanley Dean Witter June 1997 - March 1998
National City Bank/Integra Bank/First Seneca Bank August 1989 - June 1997
Skills
Loans, Commercial Lending, Credit, Portfolio Management, Retail Banking, Investments, Business Development, Real Estate, Finance, Banking, Commercial Real Estate, Sales, Negotiation, Due Diligence, Brokerage, Financial Analysis, Mortgage Lending, Investment Properties, Credit Analysis, Valuation, Mergers & Acquisitions, Real Estate Economics
Education
Penn State University 1986 — 1989
Bachelor of Science, Finance
Gannon University 1985 — 1986
Finance, General
Hastings + Cohn Real Estate 2013 - Present
Business Advisor 2010 - Present
First Commonwealth Bank 2009 - 2010
LPL Financial February 2006 - March 2009
S&T Bank April 2004 - August 2005
Edward Jones March 2002 - March 2004
Northwest Savings Bank 1998 - 2002
Morgan Stanley Dean Witter June 1997 - March 1998
National City Bank/Integra Bank/First Seneca Bank August 1989 - June 1997
Skills
Loans, Commercial Lending, Credit, Portfolio Management, Retail Banking, Investments, Business Development, Real Estate, Finance, Banking, Commercial Real Estate, Sales, Negotiation, Due Diligence, Brokerage, Financial Analysis, Mortgage Lending, Investment Properties, Credit Analysis, Valuation, Mergers & Acquisitions, Real Estate Economics
Education
Penn State University 1986 — 1989
Bachelor of Science, Finance
Gannon University 1985 — 1986
Finance, General
Appaiah Ballachanda's LPL Financial Experience August 2012 - Present
Job LPL Financial Advisor
Industry Investment Management
Experience
LPL Financial August 2012 - Present
Edward Jones October 2008 - August 2012
Skills
Series 7, Retirement, Retirement Planning, Wealth Management, Mutual Funds, Strategic Financial..., Investments, Investment Strategies, Estate Planning, Portfolio Management, IRAs, Securities, 401k Rollovers, Comprehensive Financial..., Investment Advisory, Series 66, College Education...
Education
Oklahoma City University
Master of Business Administration (MBA), International Finance and International Marketing
Madras Christian College
Master of Public Administration (MPA)
LPL Financial August 2012 - Present
Edward Jones October 2008 - August 2012
Skills
Series 7, Retirement, Retirement Planning, Wealth Management, Mutual Funds, Strategic Financial..., Investments, Investment Strategies, Estate Planning, Portfolio Management, IRAs, Securities, 401k Rollovers, Comprehensive Financial..., Investment Advisory, Series 66, College Education...
Education
Oklahoma City University
Master of Business Administration (MBA), International Finance and International Marketing
Madras Christian College
Master of Public Administration (MPA)
Ronald Tiber's LPL Financial Experience April 2015 - Present
Job Privacy Analyst | Governance, Risk & Compliance at LPL Financial
Industry Financial Services
Experience
LPL Financial April 2015 - Present
LPL Financial 2014 - 2015
Mitsubishi Nuclear Energy Services September 2011 - December 2013
Burns and Roe Enterprises Inc. August 2008 - September 2011
Burns and Roe Enterprises Inc. May 2007 - July 2008
Skills
Nuclear, Microsoft Office, Microsoft Publisher, Microsoft Certified..., Documentum, PowerPoint, WASP, Technical Writing, Procedure Development, Business Process Mapping, Records Management, Primavera P6, Procurement, Power Plants, EPC, Inspection, Construction, Power Generation, Electricians, Project Engineering, Nuclear Engineering, Energy, Engineering, Project Control, Engineering Management, Contract Management, Factory, Software Documentation, MS Project, Process Scheduler, Earned Value Management, Supervisory Skills, Analysis, Root Cause Analysis, Program Management, Process Engineering, Document Management, Training, Quality Assurance, Microsoft Project
Education
IT University (online) 2014 — 2014
Project Management Professional (PMP)
PC Age-Edison 2000 — 2002
MCSE, Micorsoft Certified System Engineer
PC Age-Edison 2000 — 2002
A+ Cerified, Computer Science
LPL Financial April 2015 - Present
LPL Financial 2014 - 2015
Mitsubishi Nuclear Energy Services September 2011 - December 2013
Burns and Roe Enterprises Inc. August 2008 - September 2011
Burns and Roe Enterprises Inc. May 2007 - July 2008
Skills
Nuclear, Microsoft Office, Microsoft Publisher, Microsoft Certified..., Documentum, PowerPoint, WASP, Technical Writing, Procedure Development, Business Process Mapping, Records Management, Primavera P6, Procurement, Power Plants, EPC, Inspection, Construction, Power Generation, Electricians, Project Engineering, Nuclear Engineering, Energy, Engineering, Project Control, Engineering Management, Contract Management, Factory, Software Documentation, MS Project, Process Scheduler, Earned Value Management, Supervisory Skills, Analysis, Root Cause Analysis, Program Management, Process Engineering, Document Management, Training, Quality Assurance, Microsoft Project
Education
IT University (online) 2014 — 2014
Project Management Professional (PMP)
PC Age-Edison 2000 — 2002
MCSE, Micorsoft Certified System Engineer
PC Age-Edison 2000 — 2002
A+ Cerified, Computer Science
Darci Toumberlin's LPL Financial Experience April 2006 - March 2011
Job Vice President, Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2013 - Present
Fidelity Investments April 2012 - November 2013
Trust Company of America March 2011 - March 2012
LPL Financial April 2006 - March 2011
Trilogy Financial Services March 2003 - March 2006
SODEXHO May 2002 - June 2003
Education
Norwich University 2010 — 2012
MBA, Finance
Pepperdine University 1998 — 2002
BS, Nutritional Science
Fidelity Investments November 2013 - Present
Fidelity Investments April 2012 - November 2013
Trust Company of America March 2011 - March 2012
LPL Financial April 2006 - March 2011
Trilogy Financial Services March 2003 - March 2006
SODEXHO May 2002 - June 2003
Education
Norwich University 2010 — 2012
MBA, Finance
Pepperdine University 1998 — 2002
BS, Nutritional Science
Charles Rowe's LPL Financial Experience August 2007 - March 2009
Job System Administrator at NewOak Capital
Industry Information Technology and Services
Experience
NewOak Capital April 2012 - Present
SupportSpace, Ltd. May 2008 - April 2010
LPL Financial August 2007 - March 2009
UBS Investment Bank April 2005 - February 2007
US Securities and Exchange Commission September 2002 - April 2005
Skills
Troubleshooting, Active Directory, Windows Server, Microsoft Exchange, Information Technology, Technical Support, DNS, SharePoint, IT Service Management, IT Management, Software Documentation, Data Center
Education
Pace University 2000 — 2005
Bachelor of Science, Information Systems
NewOak Capital April 2012 - Present
SupportSpace, Ltd. May 2008 - April 2010
LPL Financial August 2007 - March 2009
UBS Investment Bank April 2005 - February 2007
US Securities and Exchange Commission September 2002 - April 2005
Skills
Troubleshooting, Active Directory, Windows Server, Microsoft Exchange, Information Technology, Technical Support, DNS, SharePoint, IT Service Management, IT Management, Software Documentation, Data Center
Education
Pace University 2000 — 2005
Bachelor of Science, Information Systems
Jim Dempsey, CFA's LPL Financial Experience April 2004 - May 2011
Job OSJ at CUSO Financial Services, LP
Industry Financial Services
Experience
CUSO Financial Services, LP January 2014 - Present
The Retirement Group, LLC 2013 - 2013
LPL Financial April 2004 - May 2011
Shott Capital Management 2002 - 2004
Skills
Series 7, Investments, Series 63, Series 24, Operations Management, Business Management, Financial Planning, Series 66, CA Insurance - Life,..., Customer Relations
Education
Pace University 1987 — 1989
MBA, Finance - Securities Analysis and Portfolio Management
University of Notre Dame 1981 — 1985
BBA, Finance
CUSO Financial Services, LP January 2014 - Present
The Retirement Group, LLC 2013 - 2013
LPL Financial April 2004 - May 2011
Shott Capital Management 2002 - 2004
Skills
Series 7, Investments, Series 63, Series 24, Operations Management, Business Management, Financial Planning, Series 66, CA Insurance - Life,..., Customer Relations
Education
Pace University 1987 — 1989
MBA, Finance - Securities Analysis and Portfolio Management
University of Notre Dame 1981 — 1985
BBA, Finance
Cory Garcia's LPL Financial Experience May 2015 - Present
Job Associate Analyst, Risk Management at LPL Financial
Industry Human Resources
Experience
LPL Financial May 2015 - Present
LPL Financial January 2014 - May 2015
PROVEN, Inc. March 2013 - December 2013
ShowTec, Inc. July 2004 - March 2013
Cosgrove Cymbidium Company May 2010 - June 2012
The JP Institute November 2007 - May 2010
Skills
Human Resources, Microsoft Office, Customer Service, Onboarding, Employee Training, FMLA, HR Policies, Administrative..., Office Management, Travel Arrangements, Office Administration, CFRA, Telephone Skills, Leave Administration, Workday, Confidentiality, Project Management, Coaching, Employee Relations
Education
San Diego State University-California State University 2002 — 2004
Bachelor of Arts (B.A.), Technical Theatre/Theatre Design and Technology, Summa Cum Laude
Palomar College 1999 — 2002
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
La Costa Canyon High School 1997 — 1999
High School Diploma, General Studies
LPL Financial May 2015 - Present
LPL Financial January 2014 - May 2015
PROVEN, Inc. March 2013 - December 2013
ShowTec, Inc. July 2004 - March 2013
Cosgrove Cymbidium Company May 2010 - June 2012
The JP Institute November 2007 - May 2010
Skills
Human Resources, Microsoft Office, Customer Service, Onboarding, Employee Training, FMLA, HR Policies, Administrative..., Office Management, Travel Arrangements, Office Administration, CFRA, Telephone Skills, Leave Administration, Workday, Confidentiality, Project Management, Coaching, Employee Relations
Education
San Diego State University-California State University 2002 — 2004
Bachelor of Arts (B.A.), Technical Theatre/Theatre Design and Technology, Summa Cum Laude
Palomar College 1999 — 2002
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
La Costa Canyon High School 1997 — 1999
High School Diploma, General Studies
Terry Traynor's LPL Financial Experience 2011 - Present
Job Senior Supervisory Principal at LPL Financial
Industry Financial Services
Experience
LPL Financial 2011 - Present
MORGANSTANLEY SMITHBARNEY October 2006 - April 2010
MORGANSTANLEY SMITHBARNEY January 1997 - April 2010
MORGANSTANLEY SMITHBARNEY January 1999 - January 2006
MORGANSTANLEY SMITHBARNEY January 1997 - January 1999
FIRST AMERICAN EQUITIES, INC January 1996 - January 1997
AMUSEMENTS R - US January 1988 - January 1994
Hinckley & Schmidtt January 1985 - January 1988
Education
Orange Coast College
U
C.I, Math Major
University of Phoenix
Business Major
LPL Financial 2011 - Present
MORGANSTANLEY SMITHBARNEY October 2006 - April 2010
MORGANSTANLEY SMITHBARNEY January 1997 - April 2010
MORGANSTANLEY SMITHBARNEY January 1999 - January 2006
MORGANSTANLEY SMITHBARNEY January 1997 - January 1999
FIRST AMERICAN EQUITIES, INC January 1996 - January 1997
AMUSEMENTS R - US January 1988 - January 1994
Hinckley & Schmidtt January 1985 - January 1988
Education
Orange Coast College
U
C.I, Math Major
University of Phoenix
Business Major
Bonnie Upton's LPL Financial Experience August 2014 - Present
Job Administrative Assistant to Kurt Sakowski (Wealth Management Partners in Hamilton, NJ), LPL Financial Advisor
Industry Financial Services
Experience
LPL Financial August 2014 - Present
HistoryShopping, Inc. July 2008 - December 2012
SMS 1981 - 1986
SMS 1981 - 1986
SMS 1981 - 1986
Skills
Management, Business Development, Revenue Cycle, Healthcare, Marketing Strategy, Public Speaking, Strategic Planning, Customer Service, Healthcare Consulting, Revenue Cycle Management, Team Building, Management Consulting
Education
Penn State University 1968 — 1971
Bachelor of Science (BS), Education
Penn State University 1968 — 1971
Bachelor of Science (BS), Education
William Tennent
LPL Financial August 2014 - Present
HistoryShopping, Inc. July 2008 - December 2012
SMS 1981 - 1986
SMS 1981 - 1986
SMS 1981 - 1986
Skills
Management, Business Development, Revenue Cycle, Healthcare, Marketing Strategy, Public Speaking, Strategic Planning, Customer Service, Healthcare Consulting, Revenue Cycle Management, Team Building, Management Consulting
Education
Penn State University 1968 — 1971
Bachelor of Science (BS), Education
Penn State University 1968 — 1971
Bachelor of Science (BS), Education
William Tennent
Dale W. Clayton's LPL Financial Experience April 2007 - June 2012
Job Experienced Manager and Salesman
Industry Investment Management
Experience
Smith Farms 1990 - Present
LPL Financial April 2007 - June 2012
Education
Oklahoma State University
Bachelor of Applied Science (BASc), Agriculture, Agriculture Operations, and Related Sciences
Smith Farms 1990 - Present
LPL Financial April 2007 - June 2012
Education
Oklahoma State University
Bachelor of Applied Science (BASc), Agriculture, Agriculture Operations, and Related Sciences
Jodi Seiflein's LPL Financial Experience January 2012 - June 2014
Job Sales Assistant at J Cubed Financial Advisory Group, Inc.
Industry Financial Services
Experience
J Cubed Financial Advisory Group, Inc. January 2015 - Present
The Brokers Source June 2014 - August 2014
LPL Financial January 2012 - June 2014
PNC Investments September 2003 - August 2010
PNC Investments June 1999 - September 2003
Skills
Sales, Banking, Insurance, Finance, Analysis, Wealth Management, Investments, Portfolio Management, Financial Analysis, Retirement Planning, Insurance and..., Insurance Contracting
Education
University of Louisville 1984 — 1985
Liberal Arts and Sciences/Liberal Studies
Penn State University 1983 — 1984
J Cubed Financial Advisory Group, Inc. January 2015 - Present
The Brokers Source June 2014 - August 2014
LPL Financial January 2012 - June 2014
PNC Investments September 2003 - August 2010
PNC Investments June 1999 - September 2003
Skills
Sales, Banking, Insurance, Finance, Analysis, Wealth Management, Investments, Portfolio Management, Financial Analysis, Retirement Planning, Insurance and..., Insurance Contracting
Education
University of Louisville 1984 — 1985
Liberal Arts and Sciences/Liberal Studies
Penn State University 1983 — 1984
Cindy Stegall's LPL Financial Experience May 2013 - September 2013
Job Accounting Assistant at Compass Group North America
Industry Banking
Experience
Compass Group North America September 2013 - Present
LPL Financial May 2013 - September 2013
Wells Fargo August 2011 - June 2012
Wells Fargo November 2009 - November 2010
Wells Fargo May 1999 - June 2009
Wells Fargo September 1998 - June 1999
Bank of America 1995 - 1998
Skills
Retail Banking, Deposits, Branch Banking, Portfolio Management, Risk Management, Cash Management, Relationship Management, Operational Risk, Branch Management, Investment Banking, Payments
Education
Pennsylvania State University-Penn State Altoona 1978 — 1980
Bachelor of Arts (BA), Business Administration and Management, General
Altoona High School 1975 — 1978
Diploma, Business Administration and Management, General
Compass Group North America September 2013 - Present
LPL Financial May 2013 - September 2013
Wells Fargo August 2011 - June 2012
Wells Fargo November 2009 - November 2010
Wells Fargo May 1999 - June 2009
Wells Fargo September 1998 - June 1999
Bank of America 1995 - 1998
Skills
Retail Banking, Deposits, Branch Banking, Portfolio Management, Risk Management, Cash Management, Relationship Management, Operational Risk, Branch Management, Investment Banking, Payments
Education
Pennsylvania State University-Penn State Altoona 1978 — 1980
Bachelor of Arts (BA), Business Administration and Management, General
Altoona High School 1975 — 1978
Diploma, Business Administration and Management, General
Nathan DeKrey's LPL Financial Experience January 2013 - December 2013
Job Sales & Marketing Coordinator at Moss Adams LLP
Industry Marketing and Advertising
Experience
Moss Adams LLP December 2013 - Present
LPL Financial January 2013 - December 2013
ATI Wah Chang June 2012 - December 2012
Oregon State University Athletics April 2011 - June 2012
Oregon State University June 2009 - June 2011
IFC & Panhellenic December 2009 - May 2011
Skills
Public Relations, Sports, Apparel, Cashiering, Facebook, Merchandising, Social Networking, Event Planning, Social Media, Organization, Customer Service, PowerPoint, Sports Marketing, Market Research
Education
Oregon State University 2008 — 2012
Marketing, Business Administration and Management, General
Moss Adams LLP December 2013 - Present
LPL Financial January 2013 - December 2013
ATI Wah Chang June 2012 - December 2012
Oregon State University Athletics April 2011 - June 2012
Oregon State University June 2009 - June 2011
IFC & Panhellenic December 2009 - May 2011
Skills
Public Relations, Sports, Apparel, Cashiering, Facebook, Merchandising, Social Networking, Event Planning, Social Media, Organization, Customer Service, PowerPoint, Sports Marketing, Market Research
Education
Oregon State University 2008 — 2012
Marketing, Business Administration and Management, General
Editha Simon's LPL Financial Experience November 2007 - May 2009
Job
Industry Financial Services
Experience
LPL Financial November 2007 - May 2009
Wells Fargo Home Mortgage July 2003 - August 2007
Navy Federal Credit Union May 1995 - July 2003
Skills
Mortgage Lending, Loans, Mortgage Banking, Credit, Loan Origination, Underwriting, Refinance, Finance, Loss Mitigation
Education
Old Dominion University 1989 — 1993
BS, Finance
Green Run High School 1985 — 1989
High School
LPL Financial November 2007 - May 2009
Wells Fargo Home Mortgage July 2003 - August 2007
Navy Federal Credit Union May 1995 - July 2003
Skills
Mortgage Lending, Loans, Mortgage Banking, Credit, Loan Origination, Underwriting, Refinance, Finance, Loss Mitigation
Education
Old Dominion University 1989 — 1993
BS, Finance
Green Run High School 1985 — 1989
High School
George Karambis's LPL Financial Experience November 2011 - December 2012
Job Management Consultant at Karambis Consultants
Industry Management Consulting
Experience
Karambis Consultants June 1987 - Present
LPL Financial November 2011 - December 2012
Ambrosi & Associates 1999 - 1999
Sara Lee 1975 - 1987
Skills
Strategic Planning, Performance Measurement, Analysis, Finance, Budgets, Marketing, Cost Management, Sales Process, Process Improvement, Project Management, Mergers & Acquisitions, Management Consulting, Risk Management, Strategy, Change Management, Management, Leadership, Investments, Consulting
Education
Northwestern University
BS, Business & Mathematics
San Francisco State University
MS, Business Markeing Major
Karambis Consultants June 1987 - Present
LPL Financial November 2011 - December 2012
Ambrosi & Associates 1999 - 1999
Sara Lee 1975 - 1987
Skills
Strategic Planning, Performance Measurement, Analysis, Finance, Budgets, Marketing, Cost Management, Sales Process, Process Improvement, Project Management, Mergers & Acquisitions, Management Consulting, Risk Management, Strategy, Change Management, Management, Leadership, Investments, Consulting
Education
Northwestern University
BS, Business & Mathematics
San Francisco State University
MS, Business Markeing Major
Stacia Caliano's LPL Financial Experience May 2008 - August 2011
Job IT Business Operations Manager at Ally Financial
Industry Financial Services
Experience
Ally Financial Inc. August 2011 - Present
LPL Financial May 2008 - August 2011
E*TRADE Financial May 2007 - May 2008
E*TRADE Financial March 2006 - May 2007
Independent Financial Marketing Group July 2005 - March 2006
McAvey Sales and Service June 2004 - March 2005
J&J Sales and Logistics Company December 2002 - July 2003
Ocean First Bank May 1999 - December 2001
Skills
Series 7, Series 63, Series 24, Series 4, Business Requirements, Clarity, Excel, Access, SAP, Business Analysis, Operations, Microsoft Office, Documentation, Testing, Teamwork
Education
The College of New Jersey 2002 — 2004
Bachelor of Science (BS), Accounting
Ocean County College 2000 — 2001
Associate's degree, Business Administration and Management, General
Ally Financial Inc. August 2011 - Present
LPL Financial May 2008 - August 2011
E*TRADE Financial May 2007 - May 2008
E*TRADE Financial March 2006 - May 2007
Independent Financial Marketing Group July 2005 - March 2006
McAvey Sales and Service June 2004 - March 2005
J&J Sales and Logistics Company December 2002 - July 2003
Ocean First Bank May 1999 - December 2001
Skills
Series 7, Series 63, Series 24, Series 4, Business Requirements, Clarity, Excel, Access, SAP, Business Analysis, Operations, Microsoft Office, Documentation, Testing, Teamwork
Education
The College of New Jersey 2002 — 2004
Bachelor of Science (BS), Accounting
Ocean County College 2000 — 2001
Associate's degree, Business Administration and Management, General
Neil Nichols, CFP®'s LPL Financial Experience 2001 - Present
Job President at Intentional Wealth, Inc
Industry Financial Services
Experience
Intentional Wealth, Inc 2001 - Present
LPL Financial 2001 - Present
Skills
Retirement Planning, Wealth Management, Estate Planning, Securities, Investments, Series 7, Retirement, FINRA, Strategic Financial...
Education
Oklahoma Baptist University 1984 — 1988
Bachelor of Arts (B.A.), Communication and Media Studies
Intentional Wealth, Inc 2001 - Present
LPL Financial 2001 - Present
Skills
Retirement Planning, Wealth Management, Estate Planning, Securities, Investments, Series 7, Retirement, FINRA, Strategic Financial...
Education
Oklahoma Baptist University 1984 — 1988
Bachelor of Arts (B.A.), Communication and Media Studies
Tony Nestora's LPL Financial Experience March 2005 - May 2012
Job CEO/Founder at BackUp Better, llc
Industry Automotive
Experience
BackUp Better, llc June 2012 - Present
LPL Financial March 2005 - May 2012
Nathan and Lewis Securities, Inc. January 1985 - January 2005
Skills
Vehicle Safety Products, Raced Porsches, Collect SportsCars, Ceo of Back Up Better,..., Sell Blind Spot Back..., Sell add-on Blind Spot..., Vehicle Safety Expert..., Excellent Cook!!, Founder/Owner of...
Education
Pace University 1964 — 1969
Bachelor of Business Administration (BBA), Accounting
Westbury High School
High School Diploma, "Best Looking and Class Flirt"
BackUp Better, llc June 2012 - Present
LPL Financial March 2005 - May 2012
Nathan and Lewis Securities, Inc. January 1985 - January 2005
Skills
Vehicle Safety Products, Raced Porsches, Collect SportsCars, Ceo of Back Up Better,..., Sell Blind Spot Back..., Sell add-on Blind Spot..., Vehicle Safety Expert..., Excellent Cook!!, Founder/Owner of...
Education
Pace University 1964 — 1969
Bachelor of Business Administration (BBA), Accounting
Westbury High School
High School Diploma, "Best Looking and Class Flirt"
Shamika Wallace's LPL Financial Experience June 2007 - Present
Job Financial Services Professional
Industry Financial Services
Experience
LPL Financial June 2007 - Present
LPL Financial 2007 - Present
CVS January 2007 - August 2007
Pharmacy Care Associates August 2004 - December 2006
Education
Pfeiffer University
Master of Science, Leadership and Organizational Change
Troy University
Bachelor of Science, Business Administration
LPL Financial June 2007 - Present
LPL Financial 2007 - Present
CVS January 2007 - August 2007
Pharmacy Care Associates August 2004 - December 2006
Education
Pfeiffer University
Master of Science, Leadership and Organizational Change
Troy University
Bachelor of Science, Business Administration
Lisa Lowery, MBA's LPL Financial Experience June 2015 - Present
Job Accountant, MBA
Industry Financial Services
Experience
LPL Financial June 2015 - Present
Bank of America April 2005 - August 2014
Bank of America Merrill Lynch April 2005 - August 2014
Skills
Financial Analysis, Banking, Finance, Auditing, Microsoft Office, Customer Service, Account Reconciliation, Risk Management, Financial Accounting, Analysis, Microsoft Word, Portfolio Management, Internal Controls, Financial Reporting, Cash Management, Capital Markets, Asset Management, Accounting
Education
Pfeiffer University
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Strayer University
Bachelor of Science (BS), Accounting
LPL Financial June 2015 - Present
Bank of America April 2005 - August 2014
Bank of America Merrill Lynch April 2005 - August 2014
Skills
Financial Analysis, Banking, Finance, Auditing, Microsoft Office, Customer Service, Account Reconciliation, Risk Management, Financial Accounting, Analysis, Microsoft Word, Portfolio Management, Internal Controls, Financial Reporting, Cash Management, Capital Markets, Asset Management, Accounting
Education
Pfeiffer University
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Strayer University
Bachelor of Science (BS), Accounting
robert willingham's LPL Financial Experience April 2012 - September 2013
Job financial advisor at Foundation Wealth Advisers NPC
Industry Financial Services
Experience
Foundation Wealth Advisers November 2013 - Present
LPL Financial April 2012 - September 2013
PNC Investments June 2010 - April 2012
Education
Northwestern University 1980 — 1984
Bachelor's degree, Economics
Foundation Wealth Advisers November 2013 - Present
LPL Financial April 2012 - September 2013
PNC Investments June 2010 - April 2012
Education
Northwestern University 1980 — 1984
Bachelor's degree, Economics
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.