LPL Financial
Industry: Financial services company
DescriptionLPL Financial LLC is the largest independent broker-dealer in the United States. As of 2017 the company had more than 15,000 financial advisors, over $615 billion in advisory & brokerage assets, and generated approximately $4.2 billion in annual revenue for the 2017 fiscal year. Headquarters: Boston, Massachusetts, United States CEO: Dan Arnold (Jan 2017–) Subsidiaries: AdvisoryWorld, Inc., LINSCO PRIVATE LEDGER CORP, Private Trust Co, Fortigent Holdings Company, Inc. Parent organization: LPL Financial Holdings Inc
LPL Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at LPL Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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3,941 LPL Financial employees in database. Find out everything there's to know about LPL Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
LPL Financial Employees
Employee
Years
Job
Industry
Vijay Rajendran Vijay Rajendran's LPL Financial Experience January 2012 - Present
Job Sr Developer, Software at LPL Financials
Industry Information Technology and Services
Experience
LPL Financial January 2012 - Present
Wipro Technologies December 2006 - December 2011
Dell Perot Systems 2005 - 2006
Exilant Consulting Pvt Ltd 2004 - 2005
Skills
.NET, ASP.NET MVC, ASP.NET, C#, SQL database design, TFS, SQL, Microsoft SQL Server, Enterprise Architecture, WCF, Visual Studio, Oracle, T-SQL, Agile Methodologies, UML, Web Services, Web Applications, PL/SQL, SSRS, Design Patterns
Education
Shanmugha Arts, Science, Technology and Research Academy 1999 — 2003
Bachelor of Engineering (B.E.), Computer Science
Sengunthar HrSec School 1994 — 1999
Bachelor of Engineering (BEng), Computer Software Engineering
LPL Financial January 2012 - Present
Wipro Technologies December 2006 - December 2011
Dell Perot Systems 2005 - 2006
Exilant Consulting Pvt Ltd 2004 - 2005
Skills
.NET, ASP.NET MVC, ASP.NET, C#, SQL database design, TFS, SQL, Microsoft SQL Server, Enterprise Architecture, WCF, Visual Studio, Oracle, T-SQL, Agile Methodologies, UML, Web Services, Web Applications, PL/SQL, SSRS, Design Patterns
Education
Shanmugha Arts, Science, Technology and Research Academy 1999 — 2003
Bachelor of Engineering (B.E.), Computer Science
Sengunthar HrSec School 1994 — 1999
Bachelor of Engineering (BEng), Computer Software Engineering
Adriel Tam's LPL Financial Experience 2013 - Present
Job CEO at Viridian Investments and Viridian Tax and Accounting
Industry Investment Management
Experience
Viridian Investments January 2009 - Present
Viridian Tax and Accounting November 2011 - Present
LPL Financial 2013 - Present
Ronald McDonald House March 2007 - Present
Technically Learning September 2010 - August 2013
UBS February 2007 - January 2009
VR Business Brokers January 2004 - December 2006
GE Capital September 1998 - October 2003
Skills
Management, Business Strategy, Business Development, Financial Services, Strategic Financial..., Negotiation, Budgets, Strategic Planning, Portfolio Management, Securities, Marketing, Financial Analysis, Investments, Wealth Management, Risk Management, Asset Managment, Mutual Funds, Asset Allocation, Investment Management, Investment Strategies, Relationship Development, Mergers, Financial Modeling, Banking, Finance, Financial Advisory, Investment Advisory, Due Diligence
Education
GE Crotonville
Seattle Pacific University - School of Business and Economics
Bachelor of Arts, Business - Concentration Inormation Systems
St Albans
Walt Whitman
Viridian Investments January 2009 - Present
Viridian Tax and Accounting November 2011 - Present
LPL Financial 2013 - Present
Ronald McDonald House March 2007 - Present
Technically Learning September 2010 - August 2013
UBS February 2007 - January 2009
VR Business Brokers January 2004 - December 2006
GE Capital September 1998 - October 2003
Skills
Management, Business Strategy, Business Development, Financial Services, Strategic Financial..., Negotiation, Budgets, Strategic Planning, Portfolio Management, Securities, Marketing, Financial Analysis, Investments, Wealth Management, Risk Management, Asset Managment, Mutual Funds, Asset Allocation, Investment Management, Investment Strategies, Relationship Development, Mergers, Financial Modeling, Banking, Finance, Financial Advisory, Investment Advisory, Due Diligence
Education
GE Crotonville
Seattle Pacific University - School of Business and Economics
Bachelor of Arts, Business - Concentration Inormation Systems
St Albans
Walt Whitman
Thomas Luong's LPL Financial Experience October 2013 - April 2015
Job Financial Consultant at Symbio Financial Partners
Industry Financial Services
Experience
Symbio Financial Partners April 2015 - Present
LPL Financial October 2013 - April 2015
LPL Financial November 2011 - October 2013
LPL Financial August 2011 - November 2011
MassMutual Financial Group December 2010 - August 2011
Skills
Alternative Investments, Financial Planning, Mutual Funds, Finance, Series 7, Financial Services, Retirement Planning, Wealth Management, Financial Advisory, Investments, Fixed Annuities, Retirement, Securities, Series 63
Education
San Diego State University-California State University
Bachelor of Science (B.S.), Business Administration and Management, General
Symbio Financial Partners April 2015 - Present
LPL Financial October 2013 - April 2015
LPL Financial November 2011 - October 2013
LPL Financial August 2011 - November 2011
MassMutual Financial Group December 2010 - August 2011
Skills
Alternative Investments, Financial Planning, Mutual Funds, Finance, Series 7, Financial Services, Retirement Planning, Wealth Management, Financial Advisory, Investments, Fixed Annuities, Retirement, Securities, Series 63
Education
San Diego State University-California State University
Bachelor of Science (B.S.), Business Administration and Management, General
Tom Daley's LPL Financial Experience January 2001 - March 2009
Job Founder & CEO, The Advisor Center
Industry Financial Services
Experience
The Advisor Center January 2011 - Present
LPL Financial January 2001 - March 2009
LPL Financial December 1997 - January 2001
Skills
Investment Advisory, Series 7, Financial Advisory, Retirement Planning, Wealth Management, Investments, Portfolio Management, Strategic Financial..., Retirement, Asset Allocation, Finance, Insurance, Financial Planners, Series 63, Investment Strategies, Wealth Management..., Mutual Funds, High Net Worth..., Life Insurance, Risk Management, Securities, IRAs, Term Life Insurance, Options, 401k, Fixed Annuities, Small Business, Hedge Funds, Alternative Investments, Financial Markets, Bonds, Personal Finance, Pensions, Equities, Disability Insurance, Asset Management, Trading, Investment Management, Long-term Care, Financial Services, ETFs, Private Equity, Estate Planning, Wealth, Fixed Income
Education
University of St. Thomas 1991 — 1994
Masters, Finance
Seton Hall University 1983 — 1987
B.S., Accounting
The Advisor Center January 2011 - Present
LPL Financial January 2001 - March 2009
LPL Financial December 1997 - January 2001
Skills
Investment Advisory, Series 7, Financial Advisory, Retirement Planning, Wealth Management, Investments, Portfolio Management, Strategic Financial..., Retirement, Asset Allocation, Finance, Insurance, Financial Planners, Series 63, Investment Strategies, Wealth Management..., Mutual Funds, High Net Worth..., Life Insurance, Risk Management, Securities, IRAs, Term Life Insurance, Options, 401k, Fixed Annuities, Small Business, Hedge Funds, Alternative Investments, Financial Markets, Bonds, Personal Finance, Pensions, Equities, Disability Insurance, Asset Management, Trading, Investment Management, Long-term Care, Financial Services, ETFs, Private Equity, Estate Planning, Wealth, Fixed Income
Education
University of St. Thomas 1991 — 1994
Masters, Finance
Seton Hall University 1983 — 1987
B.S., Accounting
Rick Dickinson Rick Dickinson's LPL Financial Experience July 2012 - Present
Job Regional Director/Recruiting at LPL Financial
Industry Financial Services
Experience
LPL Financial July 2012 - Present
SunAmerica Financial Group March 2012 - July 2012
LPL July 2008 - March 2012
John Hancock September 2006 - July 2008
Skills
Series 6, Series 65, Series 63, Asset Management, Financial Planning, Insurance, Retirement Planning, Brokers, Strategic Planning, Asset Managment, Series 7
Education
The University of Connecticut 2003 — 2006
Bachelor's degree, Sociology and Business Administration
Springfield College 2002 — 2003
LPL Financial July 2012 - Present
SunAmerica Financial Group March 2012 - July 2012
LPL July 2008 - March 2012
John Hancock September 2006 - July 2008
Skills
Series 6, Series 65, Series 63, Asset Management, Financial Planning, Insurance, Retirement Planning, Brokers, Strategic Planning, Asset Managment, Series 7
Education
The University of Connecticut 2003 — 2006
Bachelor's degree, Sociology and Business Administration
Springfield College 2002 — 2003
Alfonso Bautista's LPL Financial Experience September 2008 - January 2011
Job Sales Support Manager at AUL Corp.
Industry Insurance
Experience
AUL Corp. December 2013 - Present
Sorrento Pacific Financial, LLC January 2011 - December 2013
Virtual Geek September 2007 - October 2012
LPL Financial September 2008 - January 2011
America's Mortgage Source, Inc June 2004 - July 2008
Skills
Bilingual-Spanish, Computer Repair, Internet Research, Customer Service, Microsoft Office, Banking, Investments, Insurance, Mac OS X, Microsoft Operating..., iPad, iPhone, Android, WiFi, Life Insurance, Loans, Mortgage Lending, Management, Sales, Customer Satisfaction, Team Building, Sales Operations, Negotiation, Account Management, New Business Development, Sales Management, Customer Retention
Education
Penn Foster College 2012 — 2015
Associate of Science (A.S.), Computer and Information Sciences, General
Santa Rosa Junior College 2001 — 2002
AUL Corp. December 2013 - Present
Sorrento Pacific Financial, LLC January 2011 - December 2013
Virtual Geek September 2007 - October 2012
LPL Financial September 2008 - January 2011
America's Mortgage Source, Inc June 2004 - July 2008
Skills
Bilingual-Spanish, Computer Repair, Internet Research, Customer Service, Microsoft Office, Banking, Investments, Insurance, Mac OS X, Microsoft Operating..., iPad, iPhone, Android, WiFi, Life Insurance, Loans, Mortgage Lending, Management, Sales, Customer Satisfaction, Team Building, Sales Operations, Negotiation, Account Management, New Business Development, Sales Management, Customer Retention
Education
Penn Foster College 2012 — 2015
Associate of Science (A.S.), Computer and Information Sciences, General
Santa Rosa Junior College 2001 — 2002
Jennifer Decher Jennifer Decher's LPL Financial Experience May 2006 - May 2013
Job Director of Operations oXYGen Financial
Industry Financial Services
Experience
oXYGen Financial Inc June 2013 - Present
LPL Financial May 2006 - May 2013
Bank of America/Nexstar Financial Corp. October 2003 - May 2006
Edward Jones July 1999 - October 2003
CMS Communications July 1998 - July 1999
Arcobasso Foods, Inc January 1998 - July 1998
Skills
Series 7, Mutual Funds, Securities, Customer Service, Insurance, Process Improvement, Uniform Combined State..., Outlook, Financial Planners, Fixed Annuities, Microsoft Excel, Marketing, FINRA
Education
Webster University 2003 — 2005
Masters of Arts; M.A, Legal Analysis
Southeast Missouri State University 1993 — 1997
Bachelors of Science Business Administration (B.S.B.A, Office Systems Management
oXYGen Financial Inc June 2013 - Present
LPL Financial May 2006 - May 2013
Bank of America/Nexstar Financial Corp. October 2003 - May 2006
Edward Jones July 1999 - October 2003
CMS Communications July 1998 - July 1999
Arcobasso Foods, Inc January 1998 - July 1998
Skills
Series 7, Mutual Funds, Securities, Customer Service, Insurance, Process Improvement, Uniform Combined State..., Outlook, Financial Planners, Fixed Annuities, Microsoft Excel, Marketing, FINRA
Education
Webster University 2003 — 2005
Masters of Arts; M.A, Legal Analysis
Southeast Missouri State University 1993 — 1997
Bachelors of Science Business Administration (B.S.B.A, Office Systems Management
Charlotte Whitaker's LPL Financial Experience October 2005 - July 2009
Job Assistant Director of Revenue Management at Hilton Worldwide
Industry Hospitality
Experience
Hilton Worldwide November 2013 - Present
Hilton Worldwide June 2011 - October 2013
Interstate Batteries May 2010 - May 2011
UBS June 2010 - August 2010
LPL Financial October 2005 - July 2009
Skills
Financial Modeling, Forecasting, Financial Analysis, Strategic Planning, Microsoft Excel, Data Analysis, Budgets, Market Research, PowerPoint, Analysis, Business Strategy, Marketing Strategy, Revenue Analysis, Finance, Team Leadership, Leadership, Competitive Analysis, Marketing, Management, Business Analysis
Education
Southern Methodist University - Cox School of Business 2009 — 2011
MBA, Finance and ITOM
The University of Texas at Austin 2001 — 2006
BA, Psychology
Hilton Worldwide November 2013 - Present
Hilton Worldwide June 2011 - October 2013
Interstate Batteries May 2010 - May 2011
UBS June 2010 - August 2010
LPL Financial October 2005 - July 2009
Skills
Financial Modeling, Forecasting, Financial Analysis, Strategic Planning, Microsoft Excel, Data Analysis, Budgets, Market Research, PowerPoint, Analysis, Business Strategy, Marketing Strategy, Revenue Analysis, Finance, Team Leadership, Leadership, Competitive Analysis, Marketing, Management, Business Analysis
Education
Southern Methodist University - Cox School of Business 2009 — 2011
MBA, Finance and ITOM
The University of Texas at Austin 2001 — 2006
BA, Psychology
Angela Justine Serrano's LPL Financial Experience June 2004 - January 2007
Job District Manager & Independent Consultant at Arbonne International LLC
Industry Online Media
Experience
Arbonne International LLC December 2014 - Present
AJS Consulting - Media Marketing July 2014 - Present
4 The Love of Tulle August 2013 - Present
Fashionista's June 2009 - Present
S Koshy Insurance Agency, Inc - Farmers District 9718 December 2013 - June 2014
Jenny Craig April 2012 - December 2013
Chico's FAS Inc. 2007 - 2012
First Allied Securities January 2007 - June 2007
LPL Financial June 2004 - January 2007
Dunham & Associates January 2002 - June 2004
Skills
Training, Marketing, Sales, Recruiting, CRM, Business Development, Consulting, Insurance, Microsoft Office, Life Insurance, Property & Casualty..., Relationship Management, Territory Account..., Analytics, Financial Services, Financial Advisory, Program Management, Lead Generation, Strategic Planning, Sales Management, Direct Sales, Salesforce.com, Seibel, Product Development, Product Management, Real Estate License, Health Insurance, Corporate Recruiting, Financial Recruiting, Entrepreneurship, Small Business, Online Marketing, Team Leadership, Marketing Communications, Leadership, Management, Retirement, Selling, Email Marketing, Business Planning, Strategy, Fixed Annuities, Cold Calling, Strategic Partnerships, New Business Development, Retirement Planning, Team Building, Coaching, Sales Process, Account Management
Education
Social Media Academy 2014 — 2014
Master Social Media Strategist Certificate, social Media
Trendimi 2014 — 2014
Certificate, Fashion, Beauty and Event Planning
Santa Rosa Junior College 1991 — 1996
Associate's degree, Business Administration and Management, General
Piner High School 1988 — 1991
Arbonne International LLC December 2014 - Present
AJS Consulting - Media Marketing July 2014 - Present
4 The Love of Tulle August 2013 - Present
Fashionista's June 2009 - Present
S Koshy Insurance Agency, Inc - Farmers District 9718 December 2013 - June 2014
Jenny Craig April 2012 - December 2013
Chico's FAS Inc. 2007 - 2012
First Allied Securities January 2007 - June 2007
LPL Financial June 2004 - January 2007
Dunham & Associates January 2002 - June 2004
Skills
Training, Marketing, Sales, Recruiting, CRM, Business Development, Consulting, Insurance, Microsoft Office, Life Insurance, Property & Casualty..., Relationship Management, Territory Account..., Analytics, Financial Services, Financial Advisory, Program Management, Lead Generation, Strategic Planning, Sales Management, Direct Sales, Salesforce.com, Seibel, Product Development, Product Management, Real Estate License, Health Insurance, Corporate Recruiting, Financial Recruiting, Entrepreneurship, Small Business, Online Marketing, Team Leadership, Marketing Communications, Leadership, Management, Retirement, Selling, Email Marketing, Business Planning, Strategy, Fixed Annuities, Cold Calling, Strategic Partnerships, New Business Development, Retirement Planning, Team Building, Coaching, Sales Process, Account Management
Education
Social Media Academy 2014 — 2014
Master Social Media Strategist Certificate, social Media
Trendimi 2014 — 2014
Certificate, Fashion, Beauty and Event Planning
Santa Rosa Junior College 1991 — 1996
Associate's degree, Business Administration and Management, General
Piner High School 1988 — 1991
Jeff Pesta's LPL Financial Experience February 1991 - Present
Job Investment Advisor Representative at LPL Financial
Industry Financial Services
Experience
LPL Financial February 1991 - Present
Skills
Investment Advisor..., Enrolled Agent ... tax..., Life Insurance broker
Education
San Jose State University 1982 — 1985
Bachelor of Science (BS), Finance and minor in Economics
St Joseph's Catholic Seminary 1980 — 1982
LPL Financial February 1991 - Present
Skills
Investment Advisor..., Enrolled Agent ... tax..., Life Insurance broker
Education
San Jose State University 1982 — 1985
Bachelor of Science (BS), Finance and minor in Economics
St Joseph's Catholic Seminary 1980 — 1982
Cheryl Findley Cheryl Findley's LPL Financial Experience October 2011 - July 2014
Job Administrative Assistant
Industry Government Administration
Experience
NOAA: National Oceanic & Atmospheric Administration November 2014 - Present
New West Advisors October 2011 - July 2014
LPL Financial October 2011 - July 2014
Colorado State Public Defender 2011 - 2011
Herb's BBQ Shack 2003 - 2007
Skills
Administrative..., Marketing, Office Management, Retirement Planning, Salesforce.com, Customer Experience, Notary Public, Catering, Legal Assistance, Research, Coordinating Events, Leadership, Communication, Strategic Financial..., Financial Advisory, Finance, Series 63, Customer Service, Public Speaking
Education
South University 2013 — 2017
Bachelor's Degree, Business Management
Fort Lupton High School 1999 — 2003
NOAA: National Oceanic & Atmospheric Administration November 2014 - Present
New West Advisors October 2011 - July 2014
LPL Financial October 2011 - July 2014
Colorado State Public Defender 2011 - 2011
Herb's BBQ Shack 2003 - 2007
Skills
Administrative..., Marketing, Office Management, Retirement Planning, Salesforce.com, Customer Experience, Notary Public, Catering, Legal Assistance, Research, Coordinating Events, Leadership, Communication, Strategic Financial..., Financial Advisory, Finance, Series 63, Customer Service, Public Speaking
Education
South University 2013 — 2017
Bachelor's Degree, Business Management
Fort Lupton High School 1999 — 2003
Yahaira Mullinax Yahaira Mullinax's LPL Financial Experience August 2015 - Present
Job Service Center Representative
Industry Financial Services
Experience
LPL Financial August 2015 - Present
U.S. Bank July 2011 - August 2015
Wells Fargo October 2002 - July 2011
Skills
Bilingual, Spanish, Retail Banking, Small Business Lending, Lines Of Credit, Consumer Lending, Loans
Education
San Diego State University-California State University 2002 — 2007
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
LPL Financial August 2015 - Present
U.S. Bank July 2011 - August 2015
Wells Fargo October 2002 - July 2011
Skills
Bilingual, Spanish, Retail Banking, Small Business Lending, Lines Of Credit, Consumer Lending, Loans
Education
San Diego State University-California State University 2002 — 2007
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Traci Tarpy Sherrod Traci Tarpy Sherrod's LPL Financial Experience February 2007 - August 2009
Job Assistant Vice President, Enterprise Risk Management & OSJ Supervision at Girard Securities
Industry Financial Services
Experience
Girard Securities May 2013 - Present
First Allied Securities August 2009 - May 2013
LPL Financial February 2007 - August 2009
Citicorp Investment Services August 2005 - February 2007
Skills
Alternative Investments, Investments, Uniform Combined State..., Series 63, Risk Management, Series 7, Due Diligence, Securities Regulation, Investment Management, Strategic Financial..., Mutual Funds, Leadership, Process Improvement, Equities, Financial Advisory, Hedge Funds, FINRA, AML, Strategy, Project Management, Securities, Asset Allocation, Fixed Income, Financial Services, Customer Service, Series 65, Wealth Management, Investment Strategies, Financial Planners, Retirement Planning, Investment Advisory, Series 24, Management, Asset Management, Business Strategy, Variable Annuities, IRAs, Options
Education
San Diego State University-California State University 1995 — 1999
Bachelor of Arts (B.A.), English Language and Literature, General
San Diego State University-California State University 1995 — 1999
Bachelor of Arts (B.A.), Political Science and Government
Girard Securities May 2013 - Present
First Allied Securities August 2009 - May 2013
LPL Financial February 2007 - August 2009
Citicorp Investment Services August 2005 - February 2007
Skills
Alternative Investments, Investments, Uniform Combined State..., Series 63, Risk Management, Series 7, Due Diligence, Securities Regulation, Investment Management, Strategic Financial..., Mutual Funds, Leadership, Process Improvement, Equities, Financial Advisory, Hedge Funds, FINRA, AML, Strategy, Project Management, Securities, Asset Allocation, Fixed Income, Financial Services, Customer Service, Series 65, Wealth Management, Investment Strategies, Financial Planners, Retirement Planning, Investment Advisory, Series 24, Management, Asset Management, Business Strategy, Variable Annuities, IRAs, Options
Education
San Diego State University-California State University 1995 — 1999
Bachelor of Arts (B.A.), English Language and Literature, General
San Diego State University-California State University 1995 — 1999
Bachelor of Arts (B.A.), Political Science and Government
Despina Papadatos Despina Papadatos's LPL Financial Experience January 2013 - Present
Job Communication and Marketing Professional
Industry Public Relations and Communications
Experience
LPL Financial January 2013 - Present
IABC/San Diego October 2012 - June 2014
BAE Systems October 2005 - May 2012
Financial Services Industry July 2002 - October 2005
Skills
Corporate Communications, Marketing Communications, Strategic Public..., Public Relations, Internal & External..., Digital Strategy, Communication, Marketing Event Planning, Trade Shows, Event Planning, Event Management, Social Media, Digital Media, Employee Engagement, Internal Communications, Copy Editing, Collateral, Advertising, Financial Communications, Social Networking, Project Management, Strategic Communications, Strategy, Crisis Communications, Integrated Marketing, Management, Marketing, Media Relations, Press Releases, Newsletters, Speech Writing, Strategic Planning, Proposal Writing, Message Development, Communications Planning
Education
Santa Clara University 1997 — 2001
Bachelor's of Arts, Communications
Santa Clara University 1997 — 2001
Bachelor's of Science, Political Science
Leigh High School 1993 — 1997
LPL Financial January 2013 - Present
IABC/San Diego October 2012 - June 2014
BAE Systems October 2005 - May 2012
Financial Services Industry July 2002 - October 2005
Skills
Corporate Communications, Marketing Communications, Strategic Public..., Public Relations, Internal & External..., Digital Strategy, Communication, Marketing Event Planning, Trade Shows, Event Planning, Event Management, Social Media, Digital Media, Employee Engagement, Internal Communications, Copy Editing, Collateral, Advertising, Financial Communications, Social Networking, Project Management, Strategic Communications, Strategy, Crisis Communications, Integrated Marketing, Management, Marketing, Media Relations, Press Releases, Newsletters, Speech Writing, Strategic Planning, Proposal Writing, Message Development, Communications Planning
Education
Santa Clara University 1997 — 2001
Bachelor's of Arts, Communications
Santa Clara University 1997 — 2001
Bachelor's of Science, Political Science
Leigh High School 1993 — 1997
Julian Bergquist Julian Bergquist's LPL Financial Experience June 2006 - June 2007
Job CoFounder, Vitalization LLC | Empowering 7figure a year business owners to grow their companies
Industry Investment Management
Experience
VITALIZATION October 2009 - Present
San Diego Firewalk 2003 - 2015
Functional Diagnostic Nutrition (FDN) August 2013 - November 2014
IPSB College - San Diego, California March 2013 - July 2013
CultureSync November 2009 - January 2012
Live Powerfully March 2004 - January 2010
Cubic Defense Applications December 2008 - July 2009
Brandes Investment Partners June 2007 - November 2008
LPL Financial June 2006 - June 2007
Sortascend May 2000 - May 2006
Skills
Entrepreneurship, Leadership, Program Management, Business Intelligence, Strategy, Leadership Development, Start-ups, Team Building, Training, Management Consulting, Personal Development, Marketing Communications, Online Marketing, Microsoft SQL Server, Agile Methodologies, Strategic Partnerships, Product Development, Business Development, Organizational..., Growth Strategies, Sales Growth, Data Architecture
Education
Seattle Pacific University 1993 — 1997
BS, BA, Computer Science, Religious Studies, Cum Laude
VITALIZATION October 2009 - Present
San Diego Firewalk 2003 - 2015
Functional Diagnostic Nutrition (FDN) August 2013 - November 2014
IPSB College - San Diego, California March 2013 - July 2013
CultureSync November 2009 - January 2012
Live Powerfully March 2004 - January 2010
Cubic Defense Applications December 2008 - July 2009
Brandes Investment Partners June 2007 - November 2008
LPL Financial June 2006 - June 2007
Sortascend May 2000 - May 2006
Skills
Entrepreneurship, Leadership, Program Management, Business Intelligence, Strategy, Leadership Development, Start-ups, Team Building, Training, Management Consulting, Personal Development, Marketing Communications, Online Marketing, Microsoft SQL Server, Agile Methodologies, Strategic Partnerships, Product Development, Business Development, Organizational..., Growth Strategies, Sales Growth, Data Architecture
Education
Seattle Pacific University 1993 — 1997
BS, BA, Computer Science, Religious Studies, Cum Laude
Timothy Sturm Timothy Sturm's LPL Financial Experience July 2012 - August 2012
Job Actively Seeking Employment
Industry Information Services
Experience
Sodexo August 2014 - April 2015
Salsa Clara June 2012 - June 2013
Santa Clara University October 2010 - June 2013
LPL Financial July 2012 - August 2012
Santa Clara University October 2010 - June 2012
DZH Phillips LLP August 2011 - September 2011
Skills
Microsoft Office, Start-ups, PHP, CSS, HTML5, Information Management, Salsa, Sustainable Management, Customer Service, Fundraising, MySQL, PeopleSoft, Event Planning, Mac OS X, Salesforce.com, Windows 7, Social Media, Project Management, Rainmeter
Education
Santa Clara University - Leavey School of Business 2009 — 2014
Bachelor's degree, Management Information Systems
Sodexo August 2014 - April 2015
Salsa Clara June 2012 - June 2013
Santa Clara University October 2010 - June 2013
LPL Financial July 2012 - August 2012
Santa Clara University October 2010 - June 2012
DZH Phillips LLP August 2011 - September 2011
Skills
Microsoft Office, Start-ups, PHP, CSS, HTML5, Information Management, Salsa, Sustainable Management, Customer Service, Fundraising, MySQL, PeopleSoft, Event Planning, Mac OS X, Salesforce.com, Windows 7, Social Media, Project Management, Rainmeter
Education
Santa Clara University - Leavey School of Business 2009 — 2014
Bachelor's degree, Management Information Systems
Russell Reinhart, CFP ®'s LPL Financial Experience October 2012 - Present
Job Financial Consultant & Investment Specialist w/ LPL Financial
Industry Financial Services
Experience
LPL Financial October 2012 - Present
Cambridge Investment Research August 2007 - October 2012
SEI Investments March 2007 - March 2008
Skills
Financial Planning, Wealth Management, Insurance Planning, Succession Planning, Planned Giving, Retirement Planning, Investment Advisory, Series 7, 529 Plans, Tax Planning Strategies, Series 65, Series 63, Family Finances, Certified Financial..., Life Insurance, Accident Insurance, Health Insurance, CRM, 401k Rollovers, Strategic Financial..., Wealth Management..., FINRA, Financial Services, Estate Planning
Education
College for Financial Planning 2009 — 2011
CFP®, Financial Planning
Shippensburg University of Pennsylvania 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Henderson High School
Henderson High School
LPL Financial October 2012 - Present
Cambridge Investment Research August 2007 - October 2012
SEI Investments March 2007 - March 2008
Skills
Financial Planning, Wealth Management, Insurance Planning, Succession Planning, Planned Giving, Retirement Planning, Investment Advisory, Series 7, 529 Plans, Tax Planning Strategies, Series 65, Series 63, Family Finances, Certified Financial..., Life Insurance, Accident Insurance, Health Insurance, CRM, 401k Rollovers, Strategic Financial..., Wealth Management..., FINRA, Financial Services, Estate Planning
Education
College for Financial Planning 2009 — 2011
CFP®, Financial Planning
Shippensburg University of Pennsylvania 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Henderson High School
Henderson High School
Brendan McMurtrie's LPL Financial Experience 2004 - 2006
Job Vice President at The Bailey Group, AXA Advisors, LLC
Industry Financial Services
Experience
The Bailey Group August 2014 - Present
AXA Advisors, LLC September 2012 - Present
MetLife November 2011 - August 2012
NRS December 2009 - November 2011
WealthBridge Advisors February 2006 - December 2009
LPL Financial 2004 - 2006
Citi 2002 - 2004
Morgan Stanley 2001 - 2001
Fidelity Investments 1999 - 2001
Wells Fargo 1996 - 1999
Skills
Wealth Management, Customer Service, Investment Services, Investment Planning, Insurance Strategies, Executive Benefits..., Retirement Planning, Client Education, Risk Management, Estate Planning...
Education
Sonoma State University 1993 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Petaluma High School 1990 — 1993
The Bailey Group August 2014 - Present
AXA Advisors, LLC September 2012 - Present
MetLife November 2011 - August 2012
NRS December 2009 - November 2011
WealthBridge Advisors February 2006 - December 2009
LPL Financial 2004 - 2006
Citi 2002 - 2004
Morgan Stanley 2001 - 2001
Fidelity Investments 1999 - 2001
Wells Fargo 1996 - 1999
Skills
Wealth Management, Customer Service, Investment Services, Investment Planning, Insurance Strategies, Executive Benefits..., Retirement Planning, Client Education, Risk Management, Estate Planning...
Education
Sonoma State University 1993 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Petaluma High School 1990 — 1993
Gordon Tiner Gordon Tiner's LPL Financial Experience March 2012 - Present
Job Financial Advisor at LPL Financial, Member SIPC
Industry Financial Services
Experience
LPL Financial March 2012 - Present
Skills
Investments, Strategy, Finance, Management, Strategic Planning, Mutual Funds, Training, Budgets, Small Business, Loans, Marketing Strategy, Retirement, Financial Advisory, Alternative Investments, Securities, Fixed Annuities, Retirement Planning
Education
Southern Methodist University 1986 — 1989
Banking, Southwest Graduate School of Banking
University of Louisiana at Monroe 1973 — 1974
M.Ed., Education
Southern Arkansas University 1969 — 1970
B.S.E., Education
LPL Financial March 2012 - Present
Skills
Investments, Strategy, Finance, Management, Strategic Planning, Mutual Funds, Training, Budgets, Small Business, Loans, Marketing Strategy, Retirement, Financial Advisory, Alternative Investments, Securities, Fixed Annuities, Retirement Planning
Education
Southern Methodist University 1986 — 1989
Banking, Southwest Graduate School of Banking
University of Louisiana at Monroe 1973 — 1974
M.Ed., Education
Southern Arkansas University 1969 — 1970
B.S.E., Education
Shirley Grimm Shirley Grimm's LPL Financial Experience November 2012 - December 2012
Job IT Analyst at Vertex Pharmaceuticals
Industry Information Technology and Services
Experience
Vertex Pharmaceuticals April 2014 - Present
Modis October 2013 - April 2014
UPS January 2013 - October 2013
LPL Financial November 2012 - December 2012
SAIC December 2007 - February 2012
SAIC February 2001 - November 2007
SAIC February 2001 - October 2002
Arcoms/Boatracs May 2000 - February 2001
Arcoms/Boatracs May 2000 - February 2001
Navy Exchange West Coast Region November 1990 - March 2000
Skills
Remedy, Configuration Management, Visio, Unix, ITIL, BMC Remedy, HP, Window XP, Active...
Education
New Horizon 2012 — 2012
Security Plus Certification
Institution: National University 2000 — 2002
Degree: Bachelor of Science, Information Technology
Southwestern College 1996 — 2001
Degree: Associate, Computer and Information Systems Security/Information Assurance, Graduated with Honors
Vertex Pharmaceuticals April 2014 - Present
Modis October 2013 - April 2014
UPS January 2013 - October 2013
LPL Financial November 2012 - December 2012
SAIC December 2007 - February 2012
SAIC February 2001 - November 2007
SAIC February 2001 - October 2002
Arcoms/Boatracs May 2000 - February 2001
Arcoms/Boatracs May 2000 - February 2001
Navy Exchange West Coast Region November 1990 - March 2000
Skills
Remedy, Configuration Management, Visio, Unix, ITIL, BMC Remedy, HP, Window XP, Active...
Education
New Horizon 2012 — 2012
Security Plus Certification
Institution: National University 2000 — 2002
Degree: Bachelor of Science, Information Technology
Southwestern College 1996 — 2001
Degree: Associate, Computer and Information Systems Security/Information Assurance, Graduated with Honors
Hector Garza, CFP®'s LPL Financial Experience June 2014 - Present
Job CERTIFIED FINANCIAL PLANNER™ at Stanford Credit Union / Independent LPL Financial Advisor
Industry Financial Services
Experience
LPL Financial June 2014 - Present
Stanford Federal Credit Union June 2014 - Present
Patelco Credit Union available through CUSO Financial Services, L.P. Member FINRA/SIPC November 2010 - June 2014
Bank of America Investments December 2007 - August 2009
Option One Mortgage February 2006 - August 2007
Irwin Home Equity March 2005 - February 2006
Sysmaster Corporation February 2003 - August 2003
Skills
Retirement Planning, Investments, Wealth Management, Insurance, Financial Services, Financial Advisory, Securities, Loans, Strategic Financial..., Series 7, Mortgage Lending, Mutual Funds, Portfolio Management, Credit, Banking, Series 63, Series 65, Asset Allocation, Finance, Risk Management, Wealth, Estate Planning, Investment Advisory, Relationship Management, FINRA, Credit Analysis, Retirement, Investment Strategies, 401k, Financial Risk, Financial Planning
Education
San Jose State University 1996 — 2001
Bachelor of Science (BS), Finance, General
kaplan schweser
LPL Financial June 2014 - Present
Stanford Federal Credit Union June 2014 - Present
Patelco Credit Union available through CUSO Financial Services, L.P. Member FINRA/SIPC November 2010 - June 2014
Bank of America Investments December 2007 - August 2009
Option One Mortgage February 2006 - August 2007
Irwin Home Equity March 2005 - February 2006
Sysmaster Corporation February 2003 - August 2003
Skills
Retirement Planning, Investments, Wealth Management, Insurance, Financial Services, Financial Advisory, Securities, Loans, Strategic Financial..., Series 7, Mortgage Lending, Mutual Funds, Portfolio Management, Credit, Banking, Series 63, Series 65, Asset Allocation, Finance, Risk Management, Wealth, Estate Planning, Investment Advisory, Relationship Management, FINRA, Credit Analysis, Retirement, Investment Strategies, 401k, Financial Risk, Financial Planning
Education
San Jose State University 1996 — 2001
Bachelor of Science (BS), Finance, General
kaplan schweser
Derek Wetter's LPL Financial Experience October 2014 - Present
Job Media Designer
Industry Marketing and Advertising
Experience
LPL Financial October 2014 - Present
INTO University Partnerships September 2013 - October 2014
Whipp, Inc. January 2006 - 2013
Prym Consumer USA July 2003 - February 2006
Printing Express May 2000 - December 2002
Skills
Adobe Creative Suite, Art, Wine, Photoshop, Illustrator, Video Editing, After Effects, Art Direction, Advertising, Social Media, Social Media Marketing, Creative Writing, WordPress, Drawing, Painting, Joomla, InDesign, Glidecam, Canon DSLR, Creative Direction, Graphics, Video, Video Production, Logo Design, Layout, Brochures, Visual Communication, Illustration, Graphic Design, Mac, Photography, Corporate Identity, Storyboarding
Education
Shawnee State University 1999 — 2003
Bachelor of Fine Arts (BFA), Graphic Design
South Webster High School
South Webster High School
LPL Financial October 2014 - Present
INTO University Partnerships September 2013 - October 2014
Whipp, Inc. January 2006 - 2013
Prym Consumer USA July 2003 - February 2006
Printing Express May 2000 - December 2002
Skills
Adobe Creative Suite, Art, Wine, Photoshop, Illustrator, Video Editing, After Effects, Art Direction, Advertising, Social Media, Social Media Marketing, Creative Writing, WordPress, Drawing, Painting, Joomla, InDesign, Glidecam, Canon DSLR, Creative Direction, Graphics, Video, Video Production, Logo Design, Layout, Brochures, Visual Communication, Illustration, Graphic Design, Mac, Photography, Corporate Identity, Storyboarding
Education
Shawnee State University 1999 — 2003
Bachelor of Fine Arts (BFA), Graphic Design
South Webster High School
South Webster High School
Ashton Bush's LPL Financial Experience September 2013 - January 2014
Job Business/Risk Analyst at EY
Industry Banking
Experience
EY May 2015 - Present
J.P. Morgan Chase March 2014 - Present
LPL Financial September 2013 - January 2014
Vanguard November 2012 - August 2013
Skills
Accounting, Marketing,..., Finance, Auditing,..., Leadership, Microsoft Office
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 2006 — 2012
Bachelor of Science (BS), Business Management & Finance
EY May 2015 - Present
J.P. Morgan Chase March 2014 - Present
LPL Financial September 2013 - January 2014
Vanguard November 2012 - August 2013
Skills
Accounting, Marketing,..., Finance, Auditing,..., Leadership, Microsoft Office
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 2006 — 2012
Bachelor of Science (BS), Business Management & Finance
Corey Egan Corey Egan's LPL Financial Experience June 2015 - Present
Job Marketing Specialist at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2015 - Present
LPL Financial October 2014 - July 2015
Cohen & Sons Apparel May 2014 - October 2014
Mayacama Golf Club May 2011 - May 2014
Breakaway Funding LLC February 2014 - March 2014
First Allied Securities May 2013 - August 2013
Education
Sonoma State University 2009 — 2014
Bachelor's Degree, Business Administration, Marketing Concentration, Minor in Environmental Studies and Planning
LPL Financial June 2015 - Present
LPL Financial October 2014 - July 2015
Cohen & Sons Apparel May 2014 - October 2014
Mayacama Golf Club May 2011 - May 2014
Breakaway Funding LLC February 2014 - March 2014
First Allied Securities May 2013 - August 2013
Education
Sonoma State University 2009 — 2014
Bachelor's Degree, Business Administration, Marketing Concentration, Minor in Environmental Studies and Planning
Vidal Troublefield Vidal Troublefield's LPL Financial Experience August 2011 - Present
Job Supervisor Technical Support at LPL Financial
Industry Financial Services
Experience
LPL Financial August 2011 - Present
LPL Financial July 2007 - August 2011
LPL Financial December 2006 - July 2007
Skills
Active Directory, Business Analysis, Customer Service, Disaster Recovery, Management, Process Improvement, Team Building, Team Leadership, Technical Support, Testing, Troubleshooting, Windows Server, Cross-functional Team..., Project Management, System Administration, Public Speaking
Education
San Diego State University-California State University 2004 — 2006
Bachelor of Applied Science (B.A.Sc.), Management Information Systems, General
Southwestern College 2002 — 2004
Associate of Science (A.S.), Management Information Systems, General
LPL Financial August 2011 - Present
LPL Financial July 2007 - August 2011
LPL Financial December 2006 - July 2007
Skills
Active Directory, Business Analysis, Customer Service, Disaster Recovery, Management, Process Improvement, Team Building, Team Leadership, Technical Support, Testing, Troubleshooting, Windows Server, Cross-functional Team..., Project Management, System Administration, Public Speaking
Education
San Diego State University-California State University 2004 — 2006
Bachelor of Applied Science (B.A.Sc.), Management Information Systems, General
Southwestern College 2002 — 2004
Associate of Science (A.S.), Management Information Systems, General
Hector Aguirre Hector Aguirre's LPL Financial Experience June 2012 - September 2015
Job Senior Storage Engineer at Scripps Health
Industry Information Technology and Services
Experience
Scripps Health September 2015 - Present
LPL Financial June 2012 - September 2015
Hewlett-Packard August 2010 - June 2012
Hewlett-Packard April 2008 - August 2010
Electronic Data Systems June 2007 - April 2008
Electronic Data Systems September 2006 - June 2007
Skills
EMC Storage, Brocade, Servers, VMware, HP, Clariion, Symmetrix, Celerra, Storage, Data Center, RecoverPoint, Storage Virtualization, Cisco MDS SAN switches, Disaster Recovery, Management, NetApp Filers, NAS, Cisco Technologies, Virtualization, Infrastructure, IT Operations, EMC Celerra
Education
Southwestern College 1995 — 2001
Associate of Science (A.S.), Electrical and Electronics Engineering
Scripps Health September 2015 - Present
LPL Financial June 2012 - September 2015
Hewlett-Packard August 2010 - June 2012
Hewlett-Packard April 2008 - August 2010
Electronic Data Systems June 2007 - April 2008
Electronic Data Systems September 2006 - June 2007
Skills
EMC Storage, Brocade, Servers, VMware, HP, Clariion, Symmetrix, Celerra, Storage, Data Center, RecoverPoint, Storage Virtualization, Cisco MDS SAN switches, Disaster Recovery, Management, NetApp Filers, NAS, Cisco Technologies, Virtualization, Infrastructure, IT Operations, EMC Celerra
Education
Southwestern College 1995 — 2001
Associate of Science (A.S.), Electrical and Electronics Engineering
William Mayo William Mayo's LPL Financial Experience December 2007 - Present
Job Senior Business Analyst
Industry Financial Services
Experience
LPL Financial December 2007 - Present
Miva 2004 - February 2007
Education
Seattle University 1991 — 1995
Bachelor of Arts (BA), European History
LPL Financial December 2007 - Present
Miva 2004 - February 2007
Education
Seattle University 1991 — 1995
Bachelor of Arts (BA), European History
Jonathan Barbarin Jonathan Barbarin's LPL Financial Experience February 2011 - September 2014
Job CoFounder of Thunderhawk Alements
Industry Food & Beverages
Experience
Thunderhawk Alements September 2014 - Present
Cathedral Catholic High School November 2010 - Present
LPL Financial February 2011 - September 2014
LPL Financial February 2008 - July 2009
Global Wealth Analytics Managed Futures Fund November 2007 - February 2008
Skills
Structured Products, Investments, Trading, Series 7, Series 63, Bloomberg, Fixed Income, Financial Analysis, Securities, Mutual Funds, Alternative Investments, Investment Strategies, Asset Allocation, Wealth Management, Equities
Education
Santa Clara University 2004 — 2007
B.S.C, Finance
University of San Diego High School 2000 — 2003
9-12
Thunderhawk Alements September 2014 - Present
Cathedral Catholic High School November 2010 - Present
LPL Financial February 2011 - September 2014
LPL Financial February 2008 - July 2009
Global Wealth Analytics Managed Futures Fund November 2007 - February 2008
Skills
Structured Products, Investments, Trading, Series 7, Series 63, Bloomberg, Fixed Income, Financial Analysis, Securities, Mutual Funds, Alternative Investments, Investment Strategies, Asset Allocation, Wealth Management, Equities
Education
Santa Clara University 2004 — 2007
B.S.C, Finance
University of San Diego High School 2000 — 2003
9-12
Hal Zimmerman Hal Zimmerman's LPL Financial Experience November 2011 - Present
Job AVP, Development at LPL Financial
Industry Information Technology and Services
Experience
LPL Financial November 2011 - Present
Bank of America November 2010 - November 2011
ACN Telecommunications December 2009 - November 2010
IBM July 2009 - December 2009
The Timken Company October 2007 - May 2009
Harris Corporation October 2001 - October 2007
Pilot Research Associates June 2001 - September 2001
DynCorp International May 2000 - May 2001
Deltek January 2000 - May 2000
Skills
Oracle, Performance Tuning, PL/SQL, Data Warehousing, Databases, ETL, Unix, SDLC, SQL, Microsoft SQL Server, Database Administration, Data Migration, Shell Scripting, XML, Oracle Applications, C#, Linux, Access
Education
Temple University - Fox School of Business and Management 1980 — 1984
MBA, Economics
St. Lawrence University 1970 — 1974
BS, Biology
LPL Financial November 2011 - Present
Bank of America November 2010 - November 2011
ACN Telecommunications December 2009 - November 2010
IBM July 2009 - December 2009
The Timken Company October 2007 - May 2009
Harris Corporation October 2001 - October 2007
Pilot Research Associates June 2001 - September 2001
DynCorp International May 2000 - May 2001
Deltek January 2000 - May 2000
Skills
Oracle, Performance Tuning, PL/SQL, Data Warehousing, Databases, ETL, Unix, SDLC, SQL, Microsoft SQL Server, Database Administration, Data Migration, Shell Scripting, XML, Oracle Applications, C#, Linux, Access
Education
Temple University - Fox School of Business and Management 1980 — 1984
MBA, Economics
St. Lawrence University 1970 — 1974
BS, Biology
Lynn Kaye CFP(R), CIMA(R) Lynn Kaye CFP(R), CIMA(R)'s LPL Financial Experience May 2009 - Present
Job President, Wealth Advisor, Owner at Kaye Family Wealth Management
Industry Financial Services
Experience
LPL Financial May 2009 - Present
Kaye Family Wealth Management May 2009 - Present
Morgan Stanley Dean Witter August 1998 - May 2009
Piper Jaffray December 1991 - August 1998
Investment Advisers, Inc. January 1987 - December 1991
Skills
Series 7, Estate Planning, Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds, Strategic Financial..., Investments, Retirement, Investment Advisory, Asset Managment, Financial Advisory, Wealth Management..., Securities
Education
St. Cloud State University 1980 — 1982
BS Business, General Business, Marketing
University of Minnesota-Twin Cities
Pre-dentistry, College of Liberal Arts
Anoka Senior High
College of Financial Planning
CFP(R), CERTIFIED FINANCIAL PLANNER(TM)
Wharton School, University of Pennsylvania
CIMA(R) Certified Investment Management Analyst
LPL Financial May 2009 - Present
Kaye Family Wealth Management May 2009 - Present
Morgan Stanley Dean Witter August 1998 - May 2009
Piper Jaffray December 1991 - August 1998
Investment Advisers, Inc. January 1987 - December 1991
Skills
Series 7, Estate Planning, Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds, Strategic Financial..., Investments, Retirement, Investment Advisory, Asset Managment, Financial Advisory, Wealth Management..., Securities
Education
St. Cloud State University 1980 — 1982
BS Business, General Business, Marketing
University of Minnesota-Twin Cities
Pre-dentistry, College of Liberal Arts
Anoka Senior High
College of Financial Planning
CFP(R), CERTIFIED FINANCIAL PLANNER(TM)
Wharton School, University of Pennsylvania
CIMA(R) Certified Investment Management Analyst
Scott Loban Scott Loban's LPL Financial Experience September 2004 - August 2005
Job Business Intelligence at Epsilon
Industry Information Technology and Services
Experience
Epsilon September 2013 - Present
CareFusion September 2012 - May 2013
flexDBA.com January 2008 - September 2012
Websense September 2005 - October 2007
LPL Financial September 2004 - August 2005
Hewlett-Packard January 2004 - September 2004
Integrant, inc. April 2002 - November 2003
Various Publications September 2001 - April 2002
Stellcom, Inc. July 1999 - September 2001
Newgen Results March 1999 - July 1999
Skills
Microsoft SQL Server, Database Design, T-SQL, SSIS, MySQL, Databases, Database Development, SQL, OLTP, ETL, Database Administration, SSRS, Business Intelligence, Linux, SSAS, Pentaho Data..., Systems Architecture, Enterprise Architecture, Technical Writing, Technical Leadership, Project Management, EAI, B2B Integration, Enterprise Software, System Architecture, Visual Studio Team..., ER/Studio, Toad Data Modeler, SSMS, Data Warehousing, Integration, Agile Methodologies, SDLC, Software Design, Scrum
Education
University of California, Santa Barbara 1989 — 1992
Master of Arts (MA)
Southern Oregon University 1985 — 1989
Bachelor of Science (BS)
Epsilon September 2013 - Present
CareFusion September 2012 - May 2013
flexDBA.com January 2008 - September 2012
Websense September 2005 - October 2007
LPL Financial September 2004 - August 2005
Hewlett-Packard January 2004 - September 2004
Integrant, inc. April 2002 - November 2003
Various Publications September 2001 - April 2002
Stellcom, Inc. July 1999 - September 2001
Newgen Results March 1999 - July 1999
Skills
Microsoft SQL Server, Database Design, T-SQL, SSIS, MySQL, Databases, Database Development, SQL, OLTP, ETL, Database Administration, SSRS, Business Intelligence, Linux, SSAS, Pentaho Data..., Systems Architecture, Enterprise Architecture, Technical Writing, Technical Leadership, Project Management, EAI, B2B Integration, Enterprise Software, System Architecture, Visual Studio Team..., ER/Studio, Toad Data Modeler, SSMS, Data Warehousing, Integration, Agile Methodologies, SDLC, Software Design, Scrum
Education
University of California, Santa Barbara 1989 — 1992
Master of Arts (MA)
Southern Oregon University 1985 — 1989
Bachelor of Science (BS)
Thomas Wm. Drouin, CFP Thomas Wm. Drouin, CFP's LPL Financial Experience January 1996 - April 2010
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2010 - Present
Bishop Blanchet High School 2013 - 2014
Bishop Blanchet High School 2013 - 2014
Bishop Blanchet High School 2013 - 2014
Diversified Financial Advisors, L.L.C. January 1996 - April 2010
LPL Financial January 1996 - April 2010
IDS/American Express April 1985 - January 1996
Education
Seattle University 1977 — 1980
BA, Business
Ameriprise Financial Services, Inc. April 2010 - Present
Bishop Blanchet High School 2013 - 2014
Bishop Blanchet High School 2013 - 2014
Bishop Blanchet High School 2013 - 2014
Diversified Financial Advisors, L.L.C. January 1996 - April 2010
LPL Financial January 1996 - April 2010
IDS/American Express April 1985 - January 1996
Education
Seattle University 1977 — 1980
BA, Business
Melanie Peña's LPL Financial Experience November 2000 - Present
Job Experienced Compliance Agent Specializing in Advertising Review
Industry Financial Services
Experience
LPL Financial November 2000 - Present
Skills
Series 7, Series 63, FINRA, Series 24, Investment Advisory, SEC compliance, Advertising Review
Education
Simpson University 1995 — 1999
BS, Business Administration
LPL Financial November 2000 - Present
Skills
Series 7, Series 63, FINRA, Series 24, Investment Advisory, SEC compliance, Advertising Review
Education
Simpson University 1995 — 1999
BS, Business Administration
Gabriella Papesh's LPL Financial Experience January 2007 - August 2008
Job CCO at WestEnd Capital Management
Industry Financial Services
Experience
WestEnd Capital Management February 2013 - Present
Presidio EES 2013 - Present
Telsey Advisory Group February 2011 - February 2013
Island Trader Securities August 2008 - January 2011
LPL Financial January 2007 - August 2008
Skills
•Series 7, Series 24,..., •Basic Spanish Fluency, Microsoft Office, Microsoft Excel, Microsoft Word, QuickBooks, Moxy, Axys, Bloomberg, EMSX, Adobe, Easy Tax Software, Trading, Alternative Investments, Management, Financial Analysis, Equities, Finance
Education
San Francisco State University 2003 — 2006
B.S., Corporate Finance
WestEnd Capital Management February 2013 - Present
Presidio EES 2013 - Present
Telsey Advisory Group February 2011 - February 2013
Island Trader Securities August 2008 - January 2011
LPL Financial January 2007 - August 2008
Skills
•Series 7, Series 24,..., •Basic Spanish Fluency, Microsoft Office, Microsoft Excel, Microsoft Word, QuickBooks, Moxy, Axys, Bloomberg, EMSX, Adobe, Easy Tax Software, Trading, Alternative Investments, Management, Financial Analysis, Equities, Finance
Education
San Francisco State University 2003 — 2006
B.S., Corporate Finance
Daxs Stadjuhar Daxs Stadjuhar's LPL Financial Experience January 2009 - Present
Job Managing Director at THE Financial Services NETWORK, an Enterprise OSJ for Independent Advisors with LPL Financial
Industry Financial Services
Experience
THE Financial Services NETWORK January 2009 - Present
LPL Financial January 2009 - Present
Stadjuhar Wealth Strategists September 2002 - January 2009
Citrus Heights Chamber of Commerce 2004 - 2007
United States Army June 1995 - September 2002
Skills
Series 7, Retirement Planning, Investment Advisory, Financial Advisory, Series 66, Series 24, Series 53, Series 31, Investments, Mutual Funds, Financial Services, FINRA, Series 63, Investment Management, Uniform Combined State..., Wealth Management, Asset Management, Securities, Portfolio Management, Personal Financial..., Asset Allocation, Equities, Investment Strategies
Education
Seattle University 1991 — 1995
BS, Biology & Chemistry
Jesuit High School 1987 — 1991
Sacramento, CA
THE Financial Services NETWORK January 2009 - Present
LPL Financial January 2009 - Present
Stadjuhar Wealth Strategists September 2002 - January 2009
Citrus Heights Chamber of Commerce 2004 - 2007
United States Army June 1995 - September 2002
Skills
Series 7, Retirement Planning, Investment Advisory, Financial Advisory, Series 66, Series 24, Series 53, Series 31, Investments, Mutual Funds, Financial Services, FINRA, Series 63, Investment Management, Uniform Combined State..., Wealth Management, Asset Management, Securities, Portfolio Management, Personal Financial..., Asset Allocation, Equities, Investment Strategies
Education
Seattle University 1991 — 1995
BS, Biology & Chemistry
Jesuit High School 1987 — 1991
Sacramento, CA
Jay Nagy Jay Nagy's LPL Financial Experience October 2007 - March 2009
Job Senior Director, Provider Operations Strategy at CareCentrix
Industry Hospital & Health Care
Experience
CareCentrix January 2015 - Present
The Advisory Board Company October 2011 - January 2015
Accretive Financial Advisors December 2010 - September 2011
Club Med May 2009 - August 2010
LPL Financial October 2007 - March 2009
Lafarge North America July 2004 - October 2007
Houlihan Lokey July 2001 - June 2004
Skills
Financial Modeling, Mergers & Acquisitions, Strategy, Corporate Finance, Due Diligence, Financial Analysis, Valuation, Business Strategy, Finance, Mergers, Corporate Development, Budgets, Joint Ventures, Internal Controls, Restructuring, Investment Banking, Divestitures, Budgeting, Acquisition Integration, Healthcare, Patient Satisfaction, Healthcare Improvement, Management
Education
University of Pennsylvania - The Wharton School 1997 — 2001
B.S. Economics
University of Pennsylvania 1997 — 2001
B.A. International Studies
Sciences Po 1999 — 2000
PISPS
Bay Shore High School 1993 — 1997
CareCentrix January 2015 - Present
The Advisory Board Company October 2011 - January 2015
Accretive Financial Advisors December 2010 - September 2011
Club Med May 2009 - August 2010
LPL Financial October 2007 - March 2009
Lafarge North America July 2004 - October 2007
Houlihan Lokey July 2001 - June 2004
Skills
Financial Modeling, Mergers & Acquisitions, Strategy, Corporate Finance, Due Diligence, Financial Analysis, Valuation, Business Strategy, Finance, Mergers, Corporate Development, Budgets, Joint Ventures, Internal Controls, Restructuring, Investment Banking, Divestitures, Budgeting, Acquisition Integration, Healthcare, Patient Satisfaction, Healthcare Improvement, Management
Education
University of Pennsylvania - The Wharton School 1997 — 2001
B.S. Economics
University of Pennsylvania 1997 — 2001
B.A. International Studies
Sciences Po 1999 — 2000
PISPS
Bay Shore High School 1993 — 1997
Steve Sharfa's LPL Financial Experience November 2009 - March 2010
Job Software Engineer / Systems Engineer
Industry Information Technology and Services
Experience
TRI-AD November 2014 - Present
Teamwork Athletic Apparel August 2013 - June 2014
Advanced Database Systems May 2013 - August 2013
Company Confidential March 2012 - November 2012
FotisNetworks March 2011 - August 2011
Sony Network Entertainment Int'l (SNEI) March 2010 - February 2011
LPL Financial November 2009 - March 2010
SAIC March 2009 - September 2009
Qualcomm September 2008 - January 2009
Jack in the Box January 2007 - September 2008
Skills
ASP.NET, C#, VBScript, Active Directory, Exchange Server, Visual Studio, Windows Server, Microsoft Exchange, Integration, WMI, ADSI, Microsoft SQL Server, IIS, SQL, Operating Systems, Disaster Recovery, Servers, Hardware, System Administration, Project Management, Security, Troubleshooting, DNS, Enterprise Software
Education
Southern Methodist University 1997 — 2000
Bachelor of Applied Science (BASc), Computer Science
TRI-AD November 2014 - Present
Teamwork Athletic Apparel August 2013 - June 2014
Advanced Database Systems May 2013 - August 2013
Company Confidential March 2012 - November 2012
FotisNetworks March 2011 - August 2011
Sony Network Entertainment Int'l (SNEI) March 2010 - February 2011
LPL Financial November 2009 - March 2010
SAIC March 2009 - September 2009
Qualcomm September 2008 - January 2009
Jack in the Box January 2007 - September 2008
Skills
ASP.NET, C#, VBScript, Active Directory, Exchange Server, Visual Studio, Windows Server, Microsoft Exchange, Integration, WMI, ADSI, Microsoft SQL Server, IIS, SQL, Operating Systems, Disaster Recovery, Servers, Hardware, System Administration, Project Management, Security, Troubleshooting, DNS, Enterprise Software
Education
Southern Methodist University 1997 — 2000
Bachelor of Applied Science (BASc), Computer Science
Rafael Sherman Rafael Sherman's LPL Financial Experience May 2012 - Present
Job Help Desk Representative at LPL Financial
Industry Information Technology and Services
Experience
LPL Financial May 2012 - Present
SettlementOne Credit Corp March 2010 - December 2011
Jack in the Box September 2009 - February 2010
Cox Communications February 2008 - June 2009
Mytek International January 2004 - December 2006
Skills
Troubleshooting, Networking, Customer Service, Sales, Technical Support, Microsoft Office, Customer Satisfaction, Microsoft Word, TCP/IP, Microsoft Excel, PowerPoint, Windows, Team Building, Call Center, Team Leadership, Outlook, OS X, Telephone Skills, Mac, Project Management, Technical Services, Leadership, Training, Analysis, Management, Process Improvement, Social Networking, Databases, Call Centers
Education
Southwestern College 2002 — 2007
Associate of Science (A.S.)
Bonita Vista High School 1999 — 2002
GED
SSDHDS 1987 — 1999
Elementary and Middle School
LPL Financial May 2012 - Present
SettlementOne Credit Corp March 2010 - December 2011
Jack in the Box September 2009 - February 2010
Cox Communications February 2008 - June 2009
Mytek International January 2004 - December 2006
Skills
Troubleshooting, Networking, Customer Service, Sales, Technical Support, Microsoft Office, Customer Satisfaction, Microsoft Word, TCP/IP, Microsoft Excel, PowerPoint, Windows, Team Building, Call Center, Team Leadership, Outlook, OS X, Telephone Skills, Mac, Project Management, Technical Services, Leadership, Training, Analysis, Management, Process Improvement, Social Networking, Databases, Call Centers
Education
Southwestern College 2002 — 2007
Associate of Science (A.S.)
Bonita Vista High School 1999 — 2002
GED
SSDHDS 1987 — 1999
Elementary and Middle School
Scott Conroy Scott Conroy's LPL Financial Experience April 2015 - Present
Job Senior Vice President, RIA Solutions at LPL Financial
Industry Financial Services
Experience
LPL Financial April 2015 - Present
LPL Financial March 2012 - Present
FocusPoint Solutions May 2011 - March 2012
TD Ameritrade July 2007 - May 2011
TD Ameritrade May 2005 - July 2007
TD Waterhouse Institutional Services March 2000 - April 2005
Skills
Series 7, Retirement Planning, Investments, Series 63, Asset Management, CRM, Financial Reporting, Asset Managment
Education
Springfield College 1995 — 1999
Bachelor of Science
Cardinal Spellman High School 1991 — 1995
LPL Financial April 2015 - Present
LPL Financial March 2012 - Present
FocusPoint Solutions May 2011 - March 2012
TD Ameritrade July 2007 - May 2011
TD Ameritrade May 2005 - July 2007
TD Waterhouse Institutional Services March 2000 - April 2005
Skills
Series 7, Retirement Planning, Investments, Series 63, Asset Management, CRM, Financial Reporting, Asset Managment
Education
Springfield College 1995 — 1999
Bachelor of Science
Cardinal Spellman High School 1991 — 1995
Derek Krent Derek Krent's LPL Financial Experience January 2011 - October 2011
Job Demand Planner at MacLean Power Systems
Industry Utilities
Experience
MacLean Power Systems November 2014 - Present
MacLean Power Systems June 2012 - November 2014
MacLean Power Systems November 2011 - June 2012
LPL Financial January 2011 - October 2011
Skills
Customer Service, Microsoft Excel, Microsoft Office, Access, Supervisory Skills, Management, Strategic Planning, Operations Management
Education
Saint John Fisher College 2001 — 2008
Master of Business Administration (M.B.A.)
MacLean Power Systems November 2014 - Present
MacLean Power Systems June 2012 - November 2014
MacLean Power Systems November 2011 - June 2012
LPL Financial January 2011 - October 2011
Skills
Customer Service, Microsoft Excel, Microsoft Office, Access, Supervisory Skills, Management, Strategic Planning, Operations Management
Education
Saint John Fisher College 2001 — 2008
Master of Business Administration (M.B.A.)
Susan Pillen-Levine's LPL Financial Experience July 2011 - November 2012
Job Financial Services Professional
Industry Financial Services
Experience
Seeking Employment Opportunities January 2013 - Present
LPL Financial July 2011 - November 2012
LPL Financial March 2010 - July 2011
LPL Financial July 2008 - March 2010
LPL Financial January 2001 - July 2008
LPL Financial July 2000 - January 2001
LPL Financial December 1998 - July 2000
LPL Financial June 1996 - December 1998
Prudential Securities January 1994 - January 1996
Skills
Series 99, Qualified Retirement..., IRAs, Training, Project Management, LEAN, Procedure Development, Problem Solving, Internal Revenue Code, Operations Management, Public Speaking, Management, Risk Management, Business Requirements, Functional..., Process Improvement, Access, Microsoft Excel, PowerPoint, Cash Management, Data Analysis, Customer Service, Employee Engagement
Education
San Diego State University-California State University 1990 — 1994
Bachelor's degree, Economics
Seeking Employment Opportunities January 2013 - Present
LPL Financial July 2011 - November 2012
LPL Financial March 2010 - July 2011
LPL Financial July 2008 - March 2010
LPL Financial January 2001 - July 2008
LPL Financial July 2000 - January 2001
LPL Financial December 1998 - July 2000
LPL Financial June 1996 - December 1998
Prudential Securities January 1994 - January 1996
Skills
Series 99, Qualified Retirement..., IRAs, Training, Project Management, LEAN, Procedure Development, Problem Solving, Internal Revenue Code, Operations Management, Public Speaking, Management, Risk Management, Business Requirements, Functional..., Process Improvement, Access, Microsoft Excel, PowerPoint, Cash Management, Data Analysis, Customer Service, Employee Engagement
Education
San Diego State University-California State University 1990 — 1994
Bachelor's degree, Economics
Pankaj Chauhan (949) 667-0981 Pankaj Chauhan (949) 667-0981's LPL Financial Experience March 2005 - June 2009
Job Sr. QA Analyst at Taco Bell
Industry Computer Software
Experience
Taco Bell December 2012 - Present
PICS, Inc April 2012 - December 2012
Administrative Office of Courts, California October 2010 - March 2012
UC Irvine Medical Center February 2010 - October 2010
Intuit July 2009 - January 2010
LPL Financial March 2005 - June 2009
Skills
QA Automation, Quality Assurance, Team Leadership, Test Automation, Test Planning, Software Quality..., SQL, SDLC, Automation, QTP, Testing, Manual Testing, Test Cases, User Acceptance Testing, Selenium, Quality Center
Education
Sikkim Manipal University of Health, Medical and Technological Sciences
BS, Information Technology
20 model
Taco Bell December 2012 - Present
PICS, Inc April 2012 - December 2012
Administrative Office of Courts, California October 2010 - March 2012
UC Irvine Medical Center February 2010 - October 2010
Intuit July 2009 - January 2010
LPL Financial March 2005 - June 2009
Skills
QA Automation, Quality Assurance, Team Leadership, Test Automation, Test Planning, Software Quality..., SQL, SDLC, Automation, QTP, Testing, Manual Testing, Test Cases, User Acceptance Testing, Selenium, Quality Center
Education
Sikkim Manipal University of Health, Medical and Technological Sciences
BS, Information Technology
20 model
John McEwan CFP® John McEwan CFP®'s LPL Financial Experience April 1995 - Present
Job Founder and Principal Granite Wealth Strategies
Industry Financial Services
Experience
Granite Wealth Strategies 2010 - Present
LPL Financial April 1995 - Present
Titan Capital March 1991 - April 1995
Private Ledger Financial Services June 1985 - March 1991
Shearson/American Express April 1984 - June 1985
Private Ledger Financial Services June 1981 - April 1984
Skills
Retirement Planning, Series 7, Wealth Management, Securities, IRAs, Retirement, Mutual Funds, Fixed Annuities, Estate Planning, Strategic Financial..., Investments, Long-term Care, Financial Planners, Life Insurance, Investment Advisory, Asset Managment, FINRA, Portfolio Management, Personal Finance, Bonds
Education
Western Baptist Seminary 1974 — 1977
M.Div., Pastoral
Seattle Pacific University 1967 — 1971
BA, Philosophy
Peninsula High School 1963 — 1967
Granite Wealth Strategies 2010 - Present
LPL Financial April 1995 - Present
Titan Capital March 1991 - April 1995
Private Ledger Financial Services June 1985 - March 1991
Shearson/American Express April 1984 - June 1985
Private Ledger Financial Services June 1981 - April 1984
Skills
Retirement Planning, Series 7, Wealth Management, Securities, IRAs, Retirement, Mutual Funds, Fixed Annuities, Estate Planning, Strategic Financial..., Investments, Long-term Care, Financial Planners, Life Insurance, Investment Advisory, Asset Managment, FINRA, Portfolio Management, Personal Finance, Bonds
Education
Western Baptist Seminary 1974 — 1977
M.Div., Pastoral
Seattle Pacific University 1967 — 1971
BA, Philosophy
Peninsula High School 1963 — 1967
Patrick Lodewick Patrick Lodewick's LPL Financial Experience May 2009 - Present
Job Registered Principal at LPL Financial
Industry Financial Services
Experience
LPL Financial May 2009 - Present
Merrill Lynch December 1996 - May 2009
Education
Southern Methodist University 1989 — 1993
BBA '93
LPL Financial May 2009 - Present
Merrill Lynch December 1996 - May 2009
Education
Southern Methodist University 1989 — 1993
BBA '93
Cal Menzies Cal Menzies's LPL Financial Experience September 2011 - April 2013
Job Sales Representative at Tactical Investment Advisors
Industry Insurance
Experience
Tactical Investment Advisors June 2013 - Present
Braeside Benefits January 2008 - Present
LPL Financial September 2011 - April 2013
Bankers Life May 2002 - December 2007
Skills
Insurance, Long-term Care, Life Insurance, Medicare, Fixed Annuities, Account Management, Health Insurance, Advertising, Customer Service, Marketing Strategy, Strategic Planning, Long Term Care, Financial Planning
Education
Sewanee-The University of the South 1993 — 1998
B.A., Psychology
WOODBERRY FOREST SCHOOLPreparatory High School 1989 — 1993
Tactical Investment Advisors June 2013 - Present
Braeside Benefits January 2008 - Present
LPL Financial September 2011 - April 2013
Bankers Life May 2002 - December 2007
Skills
Insurance, Long-term Care, Life Insurance, Medicare, Fixed Annuities, Account Management, Health Insurance, Advertising, Customer Service, Marketing Strategy, Strategic Planning, Long Term Care, Financial Planning
Education
Sewanee-The University of the South 1993 — 1998
B.A., Psychology
WOODBERRY FOREST SCHOOLPreparatory High School 1989 — 1993
Christina Roberts, CFP Christina Roberts, CFP's LPL Financial Experience May 2015 - Present
Job Supervisory Principal at LPL Financial
Industry Financial Services
Experience
LPL Financial May 2015 - Present
Coastal Financial Group February 2011 - October 2014
Morgan Stanley Smith Barney January 2002 - February 2011
Prudential Financial August 2000 - December 2001
Skills
Wealth Management, Investments, Investment Management, Finance, Securities, Personal Finance, Certified Financial..., Management, Mutual Funds, Retirement Planning
Education
Southern New Hampshire University
BS, Accounting/Finance
LPL Financial May 2015 - Present
Coastal Financial Group February 2011 - October 2014
Morgan Stanley Smith Barney January 2002 - February 2011
Prudential Financial August 2000 - December 2001
Skills
Wealth Management, Investments, Investment Management, Finance, Securities, Personal Finance, Certified Financial..., Management, Mutual Funds, Retirement Planning
Education
Southern New Hampshire University
BS, Accounting/Finance
Stephen Tock Stephen Tock's LPL Financial Experience March 1994 - Present
Job Branch Manager with LPL Financial
Industry Investment Management
Experience
LPL Financial March 1994 - Present
Dwight Common School District 232 April 2005 - Present
K. W. Chambers & Co. August 1983 - March 1994
Star Newpapers, Dwight IL August 1969 - July 1983
Education
Washington University in St. Louis School of Law 1983 — 1986
JD, Law
Southern Illinois University, Carbondale 1974 — 1978
BS Physics, BS Journalism, Physics and Journalism
St. Joseph's College (IN) 1973 — 1974
Computer Science
LPL Financial March 1994 - Present
Dwight Common School District 232 April 2005 - Present
K. W. Chambers & Co. August 1983 - March 1994
Star Newpapers, Dwight IL August 1969 - July 1983
Education
Washington University in St. Louis School of Law 1983 — 1986
JD, Law
Southern Illinois University, Carbondale 1974 — 1978
BS Physics, BS Journalism, Physics and Journalism
St. Joseph's College (IN) 1973 — 1974
Computer Science
Thomas J. Hoerner Thomas J. Hoerner's LPL Financial Experience June 2009 - December 2010
Job
Industry Investment Management
Experience
Sage Advisory December 2014 - Present
Goldman Sachs Asset Management January 2011 - July 2014
LPL Financial June 2009 - December 2010
Banc of America Investments December 2007 - March 2009
Skills
Asset Management, Equities, Private Equity, Separately Managed..., Fixed Income, Fund Of Funds, FINRA, Mutual Funds, Financial Advisory, Series 7, Alternative Investments, Series 63, Structured Products, Hedge Funds, Series 65, RIAs, Series 3, Variable Annuities
Education
St. Mary's University 2006 — 2007
MBA, Business Administration and Management, General
St. Mary's University 2001 — 2004
BBA, Corporate Finance
James Bowie High School (Arlington, TX) 1995 — 1999
Sage Advisory December 2014 - Present
Goldman Sachs Asset Management January 2011 - July 2014
LPL Financial June 2009 - December 2010
Banc of America Investments December 2007 - March 2009
Skills
Asset Management, Equities, Private Equity, Separately Managed..., Fixed Income, Fund Of Funds, FINRA, Mutual Funds, Financial Advisory, Series 7, Alternative Investments, Series 63, Structured Products, Hedge Funds, Series 65, RIAs, Series 3, Variable Annuities
Education
St. Mary's University 2006 — 2007
MBA, Business Administration and Management, General
St. Mary's University 2001 — 2004
BBA, Corporate Finance
James Bowie High School (Arlington, TX) 1995 — 1999
Taylor E. Johnson Taylor E. Johnson's LPL Financial Experience January 2007 - August 2012
Job Digital Media Planner
Industry Marketing and Advertising
Experience
MB25 Media Solutions, A Marketing Midwest Inc. Company August 2015 - Present
Novus Media, Inc September 2014 - August 2015
Novus Media, Inc April 2013 - September 2014
Target Corporation (Canada) September 2012 - April 2013
LPL Financial January 2007 - August 2012
Skills
Customer Service, PowerPoint, Teamwork, Microsoft Word, Microsoft Office, Retail, Advertising, Advertising Research, Advertising Management, Consumer Insight, Consumer Behaviour, Consumer Marketing, Brand Management, Brand Implementation, Brand Equity, Corporate Branding, Brand Developement, Brand Planning, Integrated Brand..., Marketing Strategy, Market Research, Advertising Account..., SAP, Project Coordination
Education
St. Cloud State University 2008 — 2012
Bachelor Science, Mass Communications-Advertising
MB25 Media Solutions, A Marketing Midwest Inc. Company August 2015 - Present
Novus Media, Inc September 2014 - August 2015
Novus Media, Inc April 2013 - September 2014
Target Corporation (Canada) September 2012 - April 2013
LPL Financial January 2007 - August 2012
Skills
Customer Service, PowerPoint, Teamwork, Microsoft Word, Microsoft Office, Retail, Advertising, Advertising Research, Advertising Management, Consumer Insight, Consumer Behaviour, Consumer Marketing, Brand Management, Brand Implementation, Brand Equity, Corporate Branding, Brand Developement, Brand Planning, Integrated Brand..., Marketing Strategy, Market Research, Advertising Account..., SAP, Project Coordination
Education
St. Cloud State University 2008 — 2012
Bachelor Science, Mass Communications-Advertising
Marcus Hoke's LPL Financial Experience October 2013 - May 2014
Job Renewable Energy Dispatch Operator
Industry Renewables & Environment
Experience
Duke Energy Corporation May 2014 - Present
LPL Financial October 2013 - May 2014
AmerisourceBergen June 2012 - October 2013
Duke Energy Corporation February 2010 - June 2012
Skills
Troubleshooting, Databases, HTML, SQL, Customer Service, Microsoft Office, Microsoft SQL Server, ITIL, Leadership, Visual Studio, Active Directory, Access, Batch Processing, SSIS, C#, CSS, VB.NET, ETL, DBMS, Python, HP Service Manager, PJM, ERCOT
Education
St Andrews Presbyterian College 2006 — 2008
Bachelor of Arts (BA), Management Information Systems, General
Wilkes Community College 2004 — 2006
Associate of Arts (AA), Fine/Studio Arts, General
Duke Energy Corporation May 2014 - Present
LPL Financial October 2013 - May 2014
AmerisourceBergen June 2012 - October 2013
Duke Energy Corporation February 2010 - June 2012
Skills
Troubleshooting, Databases, HTML, SQL, Customer Service, Microsoft Office, Microsoft SQL Server, ITIL, Leadership, Visual Studio, Active Directory, Access, Batch Processing, SSIS, C#, CSS, VB.NET, ETL, DBMS, Python, HP Service Manager, PJM, ERCOT
Education
St Andrews Presbyterian College 2006 — 2008
Bachelor of Arts (BA), Management Information Systems, General
Wilkes Community College 2004 — 2006
Associate of Arts (AA), Fine/Studio Arts, General
J. Christopher Major's LPL Financial Experience July 2014 - Present
Job Operations Specialist at LPL Financial
Industry Financial Services
Experience
LPL Financial July 2014 - Present
LPL Financial September 2013 - July 2014
Sixer Tritons and Recreation for Transfers (START) March 2012 - April 2013
Skills
Customer Service, Teamwork, Operating Budgets, Stata, Group Decision Making, Marketing Strategy, Regression Analysis, Volunteer Management, Non-profit Leadership, Microsoft Office, Queries, Matlab, Mac OS X, Windows, Social Media, Outlook, PowerPoint, Microsoft Excel
Education
University of California, San Diego 2011 — 2013
Bachelor of Science (B.S.), Mathematics & Economics
Santa Rosa Junior College 2008 — 2011
LPL Financial July 2014 - Present
LPL Financial September 2013 - July 2014
Sixer Tritons and Recreation for Transfers (START) March 2012 - April 2013
Skills
Customer Service, Teamwork, Operating Budgets, Stata, Group Decision Making, Marketing Strategy, Regression Analysis, Volunteer Management, Non-profit Leadership, Microsoft Office, Queries, Matlab, Mac OS X, Windows, Social Media, Outlook, PowerPoint, Microsoft Excel
Education
University of California, San Diego 2011 — 2013
Bachelor of Science (B.S.), Mathematics & Economics
Santa Rosa Junior College 2008 — 2011
Gerald Ogbonna, MBA Gerald Ogbonna, MBA's LPL Financial Experience March 2015 - Present
Job Operations Specialist
Industry Financial Services
Experience
LPL Financial March 2015 - Present
Haver Analytics November 2014 - March 2015
International Association of HealthCare Professionals January 2013 - April 2013
Morstan General Agency September 2011 - October 2012
First Investors Corporation March 2011 - May 2011
St. John's University August 2009 - May 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Access, Research, Social Media, Event Planning, Financial Analysis, Customer Service, Outlook, Facebook, Marketing, Sales, Social Networking, Market Research, Social Media Marketing, Healthcare, Public Relations, Advertising, Fundraising, Event Management, Budgets, Strategic Planning, Online Marketing, Marketing Communications, Marketing Strategy, Finance, Team Building, Community Outreach, Marketing Research, Nonprofits, Project Management, Entrepreneurship, Management, Analysis, Leadership, Time Management, Data Analysis, Teamwork
Education
Hofstra University 2011 — 2013
Master of Business Administration (M.B.A.), International Business
Saint John's University - Peter J. Tobin College of Business 2007 — 2011
BS, Economics
LPL Financial March 2015 - Present
Haver Analytics November 2014 - March 2015
International Association of HealthCare Professionals January 2013 - April 2013
Morstan General Agency September 2011 - October 2012
First Investors Corporation March 2011 - May 2011
St. John's University August 2009 - May 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Access, Research, Social Media, Event Planning, Financial Analysis, Customer Service, Outlook, Facebook, Marketing, Sales, Social Networking, Market Research, Social Media Marketing, Healthcare, Public Relations, Advertising, Fundraising, Event Management, Budgets, Strategic Planning, Online Marketing, Marketing Communications, Marketing Strategy, Finance, Team Building, Community Outreach, Marketing Research, Nonprofits, Project Management, Entrepreneurship, Management, Analysis, Leadership, Time Management, Data Analysis, Teamwork
Education
Hofstra University 2011 — 2013
Master of Business Administration (M.B.A.), International Business
Saint John's University - Peter J. Tobin College of Business 2007 — 2011
BS, Economics
Allison Couch Pratt Allison Couch Pratt's LPL Financial Experience September 2009 - February 2011
Job Executive Vice President, National Sales
Industry Financial Services
Experience
AIG Advisor Group May 2014 - Present
Cetera Financial Group February 2011 - May 2014
LPL Financial September 2009 - February 2011
Associated Securities Corp October 2008 - September 2009
THE Financial Services NETWORK January 2006 - October 2008
AIG Advisor Group 2002 - 2005
Skills
Series 7, Management Consulting, Series 63, Mutual Funds, Wealth Management, Securities, Investment Advisory, Investments, Series 24, Retirement Planning, Asset Managment, Asset Allocation, Alternative Investments, Strategic Financial..., Retirement
Education
St. John Fisher College
MBA, Finance
St. John Fisher College
B.S., Management
AIG Advisor Group May 2014 - Present
Cetera Financial Group February 2011 - May 2014
LPL Financial September 2009 - February 2011
Associated Securities Corp October 2008 - September 2009
THE Financial Services NETWORK January 2006 - October 2008
AIG Advisor Group 2002 - 2005
Skills
Series 7, Management Consulting, Series 63, Mutual Funds, Wealth Management, Securities, Investment Advisory, Investments, Series 24, Retirement Planning, Asset Managment, Asset Allocation, Alternative Investments, Strategic Financial..., Retirement
Education
St. John Fisher College
MBA, Finance
St. John Fisher College
B.S., Management
Paul Coogan Paul Coogan's LPL Financial Experience March 2012 - April 2012
Job Project Manager at Rady Children's Hospital
Industry Internet
Experience
Rady Children's Hospital April 2012 - Present
LPL Financial March 2012 - April 2012
Disney Consumer Products March 2004 - February 2012
LRN June 2003 - February 2004
Universal Studios 2001 - 2003
Dr. Drew.com May 2000 - July 2000
Sprint Paranet 1997 - 1999
Skills
Project Management, PHP, WebSphere Application..., SDLC, Vendor Management, Software Project..., Apache, Integration, Unix, SQL, HTML, Visio, Management, Business Analysis, Web Services, Team Management, Networking, Databases, Software Development, IT Strategy, Requirements Analysis, MS Project, Software Documentation, Disaster Recovery, ITIL, Business Intelligence, Data Center, PMP
Education
San Francisco Art Institute 1985 — 1987
BFA
Rady Children's Hospital April 2012 - Present
LPL Financial March 2012 - April 2012
Disney Consumer Products March 2004 - February 2012
LRN June 2003 - February 2004
Universal Studios 2001 - 2003
Dr. Drew.com May 2000 - July 2000
Sprint Paranet 1997 - 1999
Skills
Project Management, PHP, WebSphere Application..., SDLC, Vendor Management, Software Project..., Apache, Integration, Unix, SQL, HTML, Visio, Management, Business Analysis, Web Services, Team Management, Networking, Databases, Software Development, IT Strategy, Requirements Analysis, MS Project, Software Documentation, Disaster Recovery, ITIL, Business Intelligence, Data Center, PMP
Education
San Francisco Art Institute 1985 — 1987
BFA
Richard Corbin Richard Corbin's LPL Financial Experience July 2011 - Present
Job Registered Principal and Wealth Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial July 2011 - Present
TEXANS Financial August 1992 - July 2011
CUNA Brokerage Services, Inc. August 1992 - December 2006
Waddell & Reed April 1989 - August 1992
Education
Southwestern University
Mathematics
LPL Financial July 2011 - Present
TEXANS Financial August 1992 - July 2011
CUNA Brokerage Services, Inc. August 1992 - December 2006
Waddell & Reed April 1989 - August 1992
Education
Southwestern University
Mathematics
Ty Kadoli's LPL Financial Experience July 2007 - April 2010
Job AVP, Digital Marketing at California Bank & Trust
Industry Financial Services
Experience
California Bank & Trust June 2013 - Present
Cetera Financial Group July 2011 - January 2013
Sof'ella Foods August 2010 - July 2011
LPL Financial July 2007 - April 2010
U.S. Financial Management November 2005 - July 2007
Where Magazine 2004 - 2007
Union Square Merchant Organization 2004 - 2007
NCCA Concierge Organization 2004 - 2006
Gibson Overseas June 2004 - March 2005
GEOS International 1998 - 2003
Skills
Interactive Marketing, Cross-channel Marketing, Social Promotion, Online Identity, Cross Media Marketing, Digital Marketing, Email Marketing, Social Media Marketing, SEO, Integrated Marketing, Marketing Strategy, Lead Generation, Advertising, SEM, Analytics, Competitive Analysis, Multi-channel Marketing, Content Marketing, Digital Strategy, Marketing Management, Business Development, Marketing, Marketing Communications, Web Analytics, Salesforce.com, Market Research, Social Networking, Facebook, PPC, Web Marketing, User Experience, Affiliate Marketing, Online Marketing
Education
San Francisco State University, College of Business 1998 — 2002
MBA, Business
University of California, Berkeley 1996 — 1997
Marketing, Marketing
University of California, Los Angeles
Certificate, Social Media
San Francisco State University 1999 — 2002
Master of Business Administration (MBA), International Business
California Bank & Trust June 2013 - Present
Cetera Financial Group July 2011 - January 2013
Sof'ella Foods August 2010 - July 2011
LPL Financial July 2007 - April 2010
U.S. Financial Management November 2005 - July 2007
Where Magazine 2004 - 2007
Union Square Merchant Organization 2004 - 2007
NCCA Concierge Organization 2004 - 2006
Gibson Overseas June 2004 - March 2005
GEOS International 1998 - 2003
Skills
Interactive Marketing, Cross-channel Marketing, Social Promotion, Online Identity, Cross Media Marketing, Digital Marketing, Email Marketing, Social Media Marketing, SEO, Integrated Marketing, Marketing Strategy, Lead Generation, Advertising, SEM, Analytics, Competitive Analysis, Multi-channel Marketing, Content Marketing, Digital Strategy, Marketing Management, Business Development, Marketing, Marketing Communications, Web Analytics, Salesforce.com, Market Research, Social Networking, Facebook, PPC, Web Marketing, User Experience, Affiliate Marketing, Online Marketing
Education
San Francisco State University, College of Business 1998 — 2002
MBA, Business
University of California, Berkeley 1996 — 1997
Marketing, Marketing
University of California, Los Angeles
Certificate, Social Media
San Francisco State University 1999 — 2002
Master of Business Administration (MBA), International Business
Richard Viola, QPA, QPFC, CPA(Inactive) Richard Viola, QPA, QPFC, CPA(Inactive)'s LPL Financial Experience September 2014 - Present
Job Investment Advisory Representative at Global Retirement Partners, LLC/Registered Representative with LPL Financial
Industry Financial Services
Experience
LPL Financial September 2014 - Present
Global Retirement Partners, LLC September 2014 - Present
RPV Retirement Plan Advisors June 2009 - Present
Financial Telesis, Inc. July 2009 - September 2014
Retirement Plan Advisory Group June 2009 - September 2014
Plan Design Consultants, Inc. 1987 - 2009
Richard P. Viola & Associates, Inc. 1978 - 1987
Bakewell & Company 1974 - 1978
Brush, Slocum & Co 1969 - 1974
John F. Forbes & Company 1966 - 1969
Skills
Retirement Plan..., Investment Advisory, Investments, Pensions, Financial Advisory, 401k, Retirement, Due Diligence, Securities, Management, ERISA, Retirement Planning, Participant Education, Open Architecture, Asset Allocation, Fiduciary Services, Mutual Funds, Mergers, Defined Benefit, 403 b, Compliance, Benchmarking
Education
San Francisco State University, College of Business 1961 — 1966
BA, Accounting
LPL Financial September 2014 - Present
Global Retirement Partners, LLC September 2014 - Present
RPV Retirement Plan Advisors June 2009 - Present
Financial Telesis, Inc. July 2009 - September 2014
Retirement Plan Advisory Group June 2009 - September 2014
Plan Design Consultants, Inc. 1987 - 2009
Richard P. Viola & Associates, Inc. 1978 - 1987
Bakewell & Company 1974 - 1978
Brush, Slocum & Co 1969 - 1974
John F. Forbes & Company 1966 - 1969
Skills
Retirement Plan..., Investment Advisory, Investments, Pensions, Financial Advisory, 401k, Retirement, Due Diligence, Securities, Management, ERISA, Retirement Planning, Participant Education, Open Architecture, Asset Allocation, Fiduciary Services, Mutual Funds, Mergers, Defined Benefit, 403 b, Compliance, Benchmarking
Education
San Francisco State University, College of Business 1961 — 1966
BA, Accounting
Jared Lewis Jared Lewis's LPL Financial Experience May 2012 - Present
Job AVP Technolgy Compliance at LPL Financial
Industry Computer Software
Experience
LPL Financial May 2012 - Present
LPL Financial 2001 - May 2012
Convergys October 1995 - June 2001
Education
Southern Utah University 1997 — 1999
LPL Financial May 2012 - Present
LPL Financial 2001 - May 2012
Convergys October 1995 - June 2001
Education
Southern Utah University 1997 — 1999
Sheila Hoopes Sheila Hoopes's LPL Financial Experience June 2014 - Present
Job Assoc. Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2014 - Present
Randstad Finance & Accounting April 2013 - May 2014
SAY San Diego January 2008 - April 2013
TorreyCove Capital Partners (formerly PCG Asset Management) July 2008 - January 2013
Early Warning Infectious Disease Surveillance, California Dept. of Public Health October 2007 - July 2008
Univ. of California, San Diego Center on Pacific Economies October 2006 - June 2007
Centers for Disease Control & Prevention (CDC) June 2006 - September 2006
University of California, San Diego School of Medicine November 2003 - January 2006
San Diego State University Foundation October 2002 - November 2003
Brown Brothers Harriman & Co. July 2000 - June 2002
Skills
Analysis, Grant Writing, Public Policy, Research, International Relations, Spanish, Investments, Grants, Stata, Policy, Project Management, Public Health, Survey Research, Private Equity, Market Research, Financial Modeling, Budgets, Economics, Management
Education
UC San Diego School of Global Policy and Strategy (GPS) 2005 — 2007
MPIA
Smith College 1996 — 2000
B.A.
LPL Financial June 2014 - Present
Randstad Finance & Accounting April 2013 - May 2014
SAY San Diego January 2008 - April 2013
TorreyCove Capital Partners (formerly PCG Asset Management) July 2008 - January 2013
Early Warning Infectious Disease Surveillance, California Dept. of Public Health October 2007 - July 2008
Univ. of California, San Diego Center on Pacific Economies October 2006 - June 2007
Centers for Disease Control & Prevention (CDC) June 2006 - September 2006
University of California, San Diego School of Medicine November 2003 - January 2006
San Diego State University Foundation October 2002 - November 2003
Brown Brothers Harriman & Co. July 2000 - June 2002
Skills
Analysis, Grant Writing, Public Policy, Research, International Relations, Spanish, Investments, Grants, Stata, Policy, Project Management, Public Health, Survey Research, Private Equity, Market Research, Financial Modeling, Budgets, Economics, Management
Education
UC San Diego School of Global Policy and Strategy (GPS) 2005 — 2007
MPIA
Smith College 1996 — 2000
B.A.
Michael Herauf Michael Herauf's LPL Financial Experience 1995 - 2007
Job Retired at West Valley College
Industry Higher Education
Experience
West Valley College July 1975 - July 2009
LPL Financial 1995 - 2007
Education
San Jose State University 1977 — 1982
Master’s Degree, English Literature
San Jose State University 1972 — 1974
Master’s Degree, Counselor Education/Pupil Personnel Credential
University of California, Santa Barbara 1969 — 1971
Bachelor’s Degree, English Literature
DeAnza College 1967 — 1969
Associate’s Degree, Liberal Arts
West Valley College July 1975 - July 2009
LPL Financial 1995 - 2007
Education
San Jose State University 1977 — 1982
Master’s Degree, English Literature
San Jose State University 1972 — 1974
Master’s Degree, Counselor Education/Pupil Personnel Credential
University of California, Santa Barbara 1969 — 1971
Bachelor’s Degree, English Literature
DeAnza College 1967 — 1969
Associate’s Degree, Liberal Arts
Betsy (Watt) Stumme Betsy (Watt) Stumme's LPL Financial Experience 2015 - Present
Job SVP, Client Experience & Training at LPL Financial
Industry Financial Services
Experience
LPL Financial 2015 - Present
LPL Financial 2010 - 2014
LPL Financial 2005 - 2010
Bank of America Investment Services 1994 - 1999
Franklin Templeton Investments 1993 - 1994
Skills
Series 6, Series 7, Series 63, Series 24, Series 27, Relationship Management, Program Management, Project Management, Vendor Management, Mutual Funds, Wealth Management, SDLC, Business Analysis, FINRA, Financial Services, Securities, Investments, Cross-functional Team..., PMO
Education
Smith College 1989 — 1993
BA, Economics
LPL Financial 2015 - Present
LPL Financial 2010 - 2014
LPL Financial 2005 - 2010
Bank of America Investment Services 1994 - 1999
Franklin Templeton Investments 1993 - 1994
Skills
Series 6, Series 7, Series 63, Series 24, Series 27, Relationship Management, Program Management, Project Management, Vendor Management, Mutual Funds, Wealth Management, SDLC, Business Analysis, FINRA, Financial Services, Securities, Investments, Cross-functional Team..., PMO
Education
Smith College 1989 — 1993
BA, Economics
Mellisa Beck's LPL Financial Experience June 2008 - February 2012
Job File Clerk at CWGBS
Industry Financial Services
Experience
CWGBS December 2014 - Present
One Roof Energy July 2012 - February 2013
LPL Financial June 2008 - February 2012
LPL Financial June 2006 - June 2008
Skills
Customer Service, Microsoft Excel, Management, Microsoft Office, Microsoft Word, Outlook, Team Building, PowerPoint, Sales, Event Planning
Education
Southwestern Community College District 2015 — 2017
Currently in school, Psychology
CWGBS December 2014 - Present
One Roof Energy July 2012 - February 2013
LPL Financial June 2008 - February 2012
LPL Financial June 2006 - June 2008
Skills
Customer Service, Microsoft Excel, Management, Microsoft Office, Microsoft Word, Outlook, Team Building, PowerPoint, Sales, Event Planning
Education
Southwestern Community College District 2015 — 2017
Currently in school, Psychology
Andrew Ferrette Andrew Ferrette's LPL Financial Experience November 2012 - January 2013
Job Director of Client Services at Beta Wealth Group
Industry Financial Services
Experience
Beta Wealth Group May 2015 - June 2015
TD Ameritrade Institutional May 2013 - May 2015
LPL Financial November 2012 - January 2013
Bellatore Financial, Inc. August 2010 - April 2012
Charles Schwab 2008 - 2010
Skills
Finance, Equity Trading, Financial Services, Trading, Superior Client Service, Financial Modeling, Series 7, Series 63
Education
Sonoma State University 2004 — 2008
Bachelor of Arts (B.A.), Economics
Rancho Bernardo High School
Rancho Bernardo High School
Rancho Bernardo High School
Rancho Bernardo High School
Beta Wealth Group May 2015 - June 2015
TD Ameritrade Institutional May 2013 - May 2015
LPL Financial November 2012 - January 2013
Bellatore Financial, Inc. August 2010 - April 2012
Charles Schwab 2008 - 2010
Skills
Finance, Equity Trading, Financial Services, Trading, Superior Client Service, Financial Modeling, Series 7, Series 63
Education
Sonoma State University 2004 — 2008
Bachelor of Arts (B.A.), Economics
Rancho Bernardo High School
Rancho Bernardo High School
Rancho Bernardo High School
Rancho Bernardo High School
Stephan Choulos, JD, CFP®'s LPL Financial Experience January 2014 - Present
Job Wealth Manager/ Financial Advisor at LPL Financial
Industry Investment Management
Experience
LPL Financial January 2014 - Present
Raymond James June 2011 - January 2014
Howe Barnes Hoefer & Arnett December 2008 - June 2011
Merrill Lynch 1999 - 2008
Skills
Series 7, Investments, Wealth Management, Asset Managment, Portfolio Management, Mutual Funds, Fixed Income, Investment Advisory
Education
Santa Clara University
Juris Doctorate, Law
University of California, Berkeley
Bachelor of Arts (BA), Political Science
LPL Financial January 2014 - Present
Raymond James June 2011 - January 2014
Howe Barnes Hoefer & Arnett December 2008 - June 2011
Merrill Lynch 1999 - 2008
Skills
Series 7, Investments, Wealth Management, Asset Managment, Portfolio Management, Mutual Funds, Fixed Income, Investment Advisory
Education
Santa Clara University
Juris Doctorate, Law
University of California, Berkeley
Bachelor of Arts (BA), Political Science
Olga S Posternak's LPL Financial Experience June 2006 - December 2014
Job Sales Order Admin. at Verimatrix
Industry Computer Software
Experience
Verimatrix September 2015 - Present
LPL Financial June 2006 - December 2014
Goldfarb, Shulman, Patel LLP June 2005 - 2007
Skills
Risk Management, Analysis, Microsoft Office, Project Management, Team Leadership, Process Improvement
Education
Seneca College of Applied Arts and Technology 2002 — 2006
Associate of Arts (A.A.), Law Clerk
Kharkov State University 1992 — 1997
Masters, Philology, Interpreter English French
Green Bay University 1994 — 1995
exchange program, Business Law
Verimatrix September 2015 - Present
LPL Financial June 2006 - December 2014
Goldfarb, Shulman, Patel LLP June 2005 - 2007
Skills
Risk Management, Analysis, Microsoft Office, Project Management, Team Leadership, Process Improvement
Education
Seneca College of Applied Arts and Technology 2002 — 2006
Associate of Arts (A.A.), Law Clerk
Kharkov State University 1992 — 1997
Masters, Philology, Interpreter English French
Green Bay University 1994 — 1995
exchange program, Business Law
Sang (Ryan) Jang Sang (Ryan) Jang's LPL Financial Experience September 2013 - November 2013
Job Headline
Industry Airlines/Aviation
Experience
Boeing June 2015 - Present
Mann, Urrutia, Nelson, CPAs February 2015 - May 2015
LPL Financial September 2013 - November 2013
UC San Diego May 2012 - September 2013
UC San Diego Health System September 2011 - April 2012
Paramount Pictures October 2009 - December 2009
Skills
Tax Accounting, Tax Preparation, Microsoft Excel, PowerPoint, Accounting, Microsoft Office, Economics, Microsoft Word, Public Speaking, Social Media, Finance, Korean, Data Analysis, Outlook, Facebook, Research, Financial Analysis, Teamwork
Education
University of California, San Diego 2010 — 2014
Bachelor's Degree, Economics
Seoul National University
Accounting and Business/Management
Boeing June 2015 - Present
Mann, Urrutia, Nelson, CPAs February 2015 - May 2015
LPL Financial September 2013 - November 2013
UC San Diego May 2012 - September 2013
UC San Diego Health System September 2011 - April 2012
Paramount Pictures October 2009 - December 2009
Skills
Tax Accounting, Tax Preparation, Microsoft Excel, PowerPoint, Accounting, Microsoft Office, Economics, Microsoft Word, Public Speaking, Social Media, Finance, Korean, Data Analysis, Outlook, Facebook, Research, Financial Analysis, Teamwork
Education
University of California, San Diego 2010 — 2014
Bachelor's Degree, Economics
Seoul National University
Accounting and Business/Management
Stephen Raupp Stephen Raupp's LPL Financial Experience 2010 - Present
Job LPL Financial Advisor located at Bank of Springfield
Industry Investment Management
Experience
LPL Financial 2010 - Present
Bank of Springfield February 2007 - Present
Merrill Lynch October 1993 - February 2007
Skills
Portfolio Management, Retail Banking, Strategic Financial..., Banking, Mutual Funds, Investments, Credit, Retirement Planning, Loans, Wealth Management, Finance, Financial Services, Mortgage Lending, Financial Advisory
Education
Southern Illinois University, Carbondale 1978 — 1982
Bachelor of Science, Marketing
LPL Financial 2010 - Present
Bank of Springfield February 2007 - Present
Merrill Lynch October 1993 - February 2007
Skills
Portfolio Management, Retail Banking, Strategic Financial..., Banking, Mutual Funds, Investments, Credit, Retirement Planning, Loans, Wealth Management, Finance, Financial Services, Mortgage Lending, Financial Advisory
Education
Southern Illinois University, Carbondale 1978 — 1982
Bachelor of Science, Marketing
Ben Haden Ben Haden's LPL Financial Experience 2007 - 2008
Job
Industry Higher Education
Experience
Witt/Kieffer June 2015 - Present
University of California, San Diego (UCSD) August 2008 - June 2015
LPL Financial 2007 - 2008
Scripps Health 2001 - 2007
WFI 2000 - 2001
HNC Software February 2000 - November 2000
Skills
Recruiting, Talent Acquisition, Project Management, Talent Management, Sourcing, Human Resources
Education
Southern Oregon University
BA
Witt/Kieffer June 2015 - Present
University of California, San Diego (UCSD) August 2008 - June 2015
LPL Financial 2007 - 2008
Scripps Health 2001 - 2007
WFI 2000 - 2001
HNC Software February 2000 - November 2000
Skills
Recruiting, Talent Acquisition, Project Management, Talent Management, Sourcing, Human Resources
Education
Southern Oregon University
BA
Ford Noe Ford Noe's LPL Financial Experience June 2009 - June 2011
Job Associate at Marcus & Millichap
Industry Real Estate
Experience
Marcus & Millichap December 2013 - Present
BookYourAthlete.com, LLC November 2011 - Present
Merrill Lynch June 2011 - January 2012
LPL Financial June 2009 - June 2011
Skills
Series 7, Bloomberg
Education
Southern Methodist University - Cox School of Business 2007 — 2011
BBA, Finance
Marcus & Millichap December 2013 - Present
BookYourAthlete.com, LLC November 2011 - Present
Merrill Lynch June 2011 - January 2012
LPL Financial June 2009 - June 2011
Skills
Series 7, Bloomberg
Education
Southern Methodist University - Cox School of Business 2007 — 2011
BBA, Finance
Katie Bowers, MBA Katie Bowers, MBA's LPL Financial Experience May 2007 - July 2007
Job Account Order Coordinator at Nestlé USA
Industry Food & Beverages
Experience
Morgan Stanley July 2015 - Present
Nestlé USA August 2011 - July 2015
Central Penn College January 2012 - August 2012
McCann School of Business and Technology October 2009 - December 2010
Berks Technical Institute August 2008 - October 2009
LPL Financial May 2007 - July 2007
Dorney Park April 2006 - October 2006
Skills
Microsoft Office, Typing, SAP, SAP BW, Forecasting, Sales Management, Management, Retail, Marketing, Customer Service, Account Management, Inventory Management, Microsoft Excel, Process Improvement, Sales, Employee Relations, PowerPoint, Recruiting, Team Leadership
Education
Kutztown University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General, 4.0
Shippensburg University of Pennsylvania 2004 — 2008
Bachelor of Business Administration (BBA), Personal Finance
Morgan Stanley July 2015 - Present
Nestlé USA August 2011 - July 2015
Central Penn College January 2012 - August 2012
McCann School of Business and Technology October 2009 - December 2010
Berks Technical Institute August 2008 - October 2009
LPL Financial May 2007 - July 2007
Dorney Park April 2006 - October 2006
Skills
Microsoft Office, Typing, SAP, SAP BW, Forecasting, Sales Management, Management, Retail, Marketing, Customer Service, Account Management, Inventory Management, Microsoft Excel, Process Improvement, Sales, Employee Relations, PowerPoint, Recruiting, Team Leadership
Education
Kutztown University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General, 4.0
Shippensburg University of Pennsylvania 2004 — 2008
Bachelor of Business Administration (BBA), Personal Finance
Kelly Gleeson Kelly Gleeson's LPL Financial Experience April 2010 - August 2012
Job Sales Associate at Berkshire Hathaway HomeServices California Properties
Industry Real Estate
Experience
Berkshire Hathaway HomeServices California Properties September 2012 - Present
LPL Financial April 2010 - August 2012
Conde Nast October 2009 - January 2010
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Strategic Planning, Event Planning, Social Networking, Real Estate
Education
University of San Diego 2005 — 2008
Bachelor of Business Administration (BBA), Business
Santa Clara University 2004 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Berkshire Hathaway HomeServices California Properties September 2012 - Present
LPL Financial April 2010 - August 2012
Conde Nast October 2009 - January 2010
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Strategic Planning, Event Planning, Social Networking, Real Estate
Education
University of San Diego 2005 — 2008
Bachelor of Business Administration (BBA), Business
Santa Clara University 2004 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Yumiko Vilim Yumiko Vilim's LPL Financial Experience May 2006 - Present
Job Assistant Vice President Governance, Risk & Compliance at LPL Financial
Industry Financial Services
Experience
LPL Financial May 2006 - Present
Asset Marketing Systems August 2003 - May 2006
CUSO Financial Services, LP January 2000 - August 2003
Skills
Series 7, Securities, Financial Services, Mutual Funds, FINRA, Series 24, Risk Management, Series 63, Wealth Management, Investments
Education
Spelman College 1995 — 1999
Bachelor of Arts (B.A.), Economics
LPL Financial May 2006 - Present
Asset Marketing Systems August 2003 - May 2006
CUSO Financial Services, LP January 2000 - August 2003
Skills
Series 7, Securities, Financial Services, Mutual Funds, FINRA, Series 24, Risk Management, Series 63, Wealth Management, Investments
Education
Spelman College 1995 — 1999
Bachelor of Arts (B.A.), Economics
Ryan Sheets AAMS®, AWMA®, CMFC®, CRPC®'s LPL Financial Experience September 2013 - November 2013
Job Financial Advisor at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions June 2015 - Present
State Farm December 2013 - June 2015
LPL Financial September 2013 - November 2013
Ameriprise Financial Services, Inc. November 2006 - September 2013
Education
St Cloud Technical and Community College 2000 — 2003
Sales and Business Management
St Cloud Technical and Community College 2000 — 2003
Electronics Technician
Transamerica Retirement Solutions June 2015 - Present
State Farm December 2013 - June 2015
LPL Financial September 2013 - November 2013
Ameriprise Financial Services, Inc. November 2006 - September 2013
Education
St Cloud Technical and Community College 2000 — 2003
Sales and Business Management
St Cloud Technical and Community College 2000 — 2003
Electronics Technician
DIANA (Ruben) HOWARD DIANA (Ruben) HOWARD's LPL Financial Experience March 2015 - Present
Job AVP, Practice Management Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2015 - Present
Lake Norman Financial Group May 2013 - February 2015
Bellamara LLC dba LKN Savings June 2011 - February 2015
NBT Bank January 2003 - June 2011
Morgan Stanley June 1998 - September 2001
Education
Siena College 1993 — 1997
Bachelors Degree in Finance, Finance
LPL Financial March 2015 - Present
Lake Norman Financial Group May 2013 - February 2015
Bellamara LLC dba LKN Savings June 2011 - February 2015
NBT Bank January 2003 - June 2011
Morgan Stanley June 1998 - September 2001
Education
Siena College 1993 — 1997
Bachelors Degree in Finance, Finance
Denis M. Horrigan, CFP® Denis M. Horrigan, CFP®'s LPL Financial Experience May 2008 - October 2013
Job Wealth Manager with 20 years of experience
Industry Financial Services
Experience
Connecticut Wealth Management, LLC October 2010 - Present
LPL Financial May 2008 - October 2013
KR Wealth Management, LLC May 2008 - September 2010
St. Germain Investment Management March 2006 - May 2008
Fidelity Investments 1996 - 1999
Skills
Investments, Wealth Management, Financial Planning, Finance, Financial Advisory, Estate Planning, Investment Strategies, Strategic Planning, Pensions, Insurance
Education
Siena College 1985 — 1989
BA, Sociology
Connecticut Wealth Management, LLC October 2010 - Present
LPL Financial May 2008 - October 2013
KR Wealth Management, LLC May 2008 - September 2010
St. Germain Investment Management March 2006 - May 2008
Fidelity Investments 1996 - 1999
Skills
Investments, Wealth Management, Financial Planning, Finance, Financial Advisory, Estate Planning, Investment Strategies, Strategic Planning, Pensions, Insurance
Education
Siena College 1985 — 1989
BA, Sociology
Tyler Bryan Tyler Bryan's LPL Financial Experience December 2012 - March 2014
Job Global Web Sales at FactSet
Industry Financial Services
Experience
FactSet May 2014 - Present
LPL Financial December 2012 - March 2014
Shareholders Service Group October 2010 - December 2012
Skills
Financial Advisory, Financial Accounting, Soccer, Teamwork, Business Communications, Business Analysis, Financial Analysis, Finance, Accounting, Communication, Microsoft Excel, Beta Management, Business Advisory, Brokerage, Retirement, Time Management, External Audit, Accounts Receivable, Process Improvement, Internal Controls, Financial Reporting, Leadership, Strategic Financial..., Financial Services, SEC filings, Internal Audit, US GAAP, GAAP, CPA, Financial Audits, Auditing, Sarbanes-Oxley Act, Account Reconciliation, Revenue Recognition
Education
Sonoma State University 2004 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance
Mt Carmel 2000 — 2004
Diploma
FactSet May 2014 - Present
LPL Financial December 2012 - March 2014
Shareholders Service Group October 2010 - December 2012
Skills
Financial Advisory, Financial Accounting, Soccer, Teamwork, Business Communications, Business Analysis, Financial Analysis, Finance, Accounting, Communication, Microsoft Excel, Beta Management, Business Advisory, Brokerage, Retirement, Time Management, External Audit, Accounts Receivable, Process Improvement, Internal Controls, Financial Reporting, Leadership, Strategic Financial..., Financial Services, SEC filings, Internal Audit, US GAAP, GAAP, CPA, Financial Audits, Auditing, Sarbanes-Oxley Act, Account Reconciliation, Revenue Recognition
Education
Sonoma State University 2004 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance
Mt Carmel 2000 — 2004
Diploma
Jessica Gamulin Jessica Gamulin's LPL Financial Experience March 2015 - Present
Job Senior Project Manager at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2015 - Present
LPL Financial August 2013 - Present
LPL Financial January 2008 - July 2013
Skills
Integration, SDLC, Series 7, Business Process, PMP, Project Portfolio..., Customer Service, Qualified Retirement..., IRAs, Roth IRA, Financial Institutions, 401k, 401k Rollovers, Retirement Planning, Retirement, Variable Annuities, Mutual Funds
Education
Poway
Sonoma State University
LPL Financial March 2015 - Present
LPL Financial August 2013 - Present
LPL Financial January 2008 - July 2013
Skills
Integration, SDLC, Series 7, Business Process, PMP, Project Portfolio..., Customer Service, Qualified Retirement..., IRAs, Roth IRA, Financial Institutions, 401k, 401k Rollovers, Retirement Planning, Retirement, Variable Annuities, Mutual Funds
Education
Poway
Sonoma State University
Anthony Chiasson Anthony Chiasson's LPL Financial Experience September 2002 - February 2005
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Quest Capital Strategies, Inc. August 2013 - February 2015
CUNA Brokerage Services, Inc. 2010 - 2011
Waddell & Reed October 2009 - November 2010
U.S. Bancorp Investments & Insurance February 2005 - April 2009
LPL Financial September 2002 - February 2005
Skills
Retirement Planning, Financial Planning, Wealth Management, Investments, Financial Advisory, FINRA Series 7, FINRA Series 24, Life Insurance, Customer Service, Coaching, Business Profitability, Compliance, Asset Managment, Retirement Income..., Banking, Loans, FINRA Series 53, FINRA Series 63, FINRA Series 65, CA Insurance License..., Series 7
Education
San Francisco State University
Bachelor of Science, Business Administration, Finance
Fidelity Investments February 2015 - Present
Quest Capital Strategies, Inc. August 2013 - February 2015
CUNA Brokerage Services, Inc. 2010 - 2011
Waddell & Reed October 2009 - November 2010
U.S. Bancorp Investments & Insurance February 2005 - April 2009
LPL Financial September 2002 - February 2005
Skills
Retirement Planning, Financial Planning, Wealth Management, Investments, Financial Advisory, FINRA Series 7, FINRA Series 24, Life Insurance, Customer Service, Coaching, Business Profitability, Compliance, Asset Managment, Retirement Income..., Banking, Loans, FINRA Series 53, FINRA Series 63, FINRA Series 65, CA Insurance License..., Series 7
Education
San Francisco State University
Bachelor of Science, Business Administration, Finance
Jason Grgurina, CFP® Jason Grgurina, CFP®'s LPL Financial Experience June 2014 - Present
Job Vice President, Efficiency Consulting at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2014 - Present
LPL Financial March 2013 - June 2014
LPL Financial February 2012 - March 2013
LPL Financial August 2010 - February 2012
LPL Financial December 2007 - August 2010
LPL Financial January 2007 - December 2007
Skills
Series 7, Mutual Funds, Strategic Financial..., Uniform Combined State..., Securities, Retirement, 401k Rollovers, FINRA, Retirement Planning, Financial Planning, Asset Allocation, Wealth Management, Investment Advisory, Financial Advisory, Investments, Asset Management, Financial Services
Education
Slippery Rock University of Pennsylvania 1996 — 2001
Bachelor's degree
LPL Financial June 2014 - Present
LPL Financial March 2013 - June 2014
LPL Financial February 2012 - March 2013
LPL Financial August 2010 - February 2012
LPL Financial December 2007 - August 2010
LPL Financial January 2007 - December 2007
Skills
Series 7, Mutual Funds, Strategic Financial..., Uniform Combined State..., Securities, Retirement, 401k Rollovers, FINRA, Retirement Planning, Financial Planning, Asset Allocation, Wealth Management, Investment Advisory, Financial Advisory, Investments, Asset Management, Financial Services
Education
Slippery Rock University of Pennsylvania 1996 — 2001
Bachelor's degree
Sal Di Benedetto Sal Di Benedetto's LPL Financial Experience February 2001 - Present
Job Assistant Vice President Service, Trading and Operations at LPL Financial
Industry Financial Services
Experience
LPL Financial February 2001 - Present
Bank of America October 1999 - January 2001
TD Waterhouse Investor Services August 1998 - October 1999
Skills
Series 63, Series 24, Series 7, Operations Management, Trading, Risk Management, Coaching, Problem Solving, Mutual Funds, Process Improvement, Equities, Financial Services, Settlement Services, Corrections, Vendor Management, Project Management, Business Analysis, Broker-Dealer, Investment Strategies, Relationship Management, Options, Equity Trading, Settlement, Series 65, AML, Leadership, Fixed Annuities, Retirement Planning, Financial Planners, Insurance, Budgets, Financial Analysis, Securities Regulation, Investment Advisory, Strategic Financial..., Certified Financial..., Financial Markets, Sarbanes-Oxley Act, Alternative Investments, OFAC, Middle Office, Series 6, Variable Annuities, Capital Markets, Asset Allocation, IRAs, FINRA
Education
Saint John's University - Peter J. Tobin College of Business 1993 — 1998
Bachelor's Degree, Finance
St. John's University 1993 — 1998
Bachelor of Science (B.S.), Finance, General
LPL Financial February 2001 - Present
Bank of America October 1999 - January 2001
TD Waterhouse Investor Services August 1998 - October 1999
Skills
Series 63, Series 24, Series 7, Operations Management, Trading, Risk Management, Coaching, Problem Solving, Mutual Funds, Process Improvement, Equities, Financial Services, Settlement Services, Corrections, Vendor Management, Project Management, Business Analysis, Broker-Dealer, Investment Strategies, Relationship Management, Options, Equity Trading, Settlement, Series 65, AML, Leadership, Fixed Annuities, Retirement Planning, Financial Planners, Insurance, Budgets, Financial Analysis, Securities Regulation, Investment Advisory, Strategic Financial..., Certified Financial..., Financial Markets, Sarbanes-Oxley Act, Alternative Investments, OFAC, Middle Office, Series 6, Variable Annuities, Capital Markets, Asset Allocation, IRAs, FINRA
Education
Saint John's University - Peter J. Tobin College of Business 1993 — 1998
Bachelor's Degree, Finance
St. John's University 1993 — 1998
Bachelor of Science (B.S.), Finance, General
Raymond Magallanes Jr's LPL Financial Experience January 2013 - Present
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
LPL Financial January 2013 - Present
Apex Systems March 2010 - September 2011
Technical integration Group June 2009 - July 2009
San Diego Workforce Partnership February 2009 - March 2009
Skills
Trilingual (Eng/..., Microsoft Office 2003, Windows Server 2003 ..., Cabling CAT 5, RJ45 ..., Active Directory..., System Back up..., Troubleshooting, Networking, Software Installation, Disaster Recovery, Help Desk Support, Operating Systems, Laptops, Information Technology, Active Directory, Customer Service, Microsoft Office, Hardware, Printers, Technical Support
Education
Southwestern College 2012 — 2018
Bachelor of Business Administration (B.B.A.), International Business, 3.0
U.E.I. College 2008 — 2009
Computer System Technician, Information Technology, 3.5
Montgomery High School 2006 — 2008
Diploma, 2.9
LPL Financial January 2013 - Present
Apex Systems March 2010 - September 2011
Technical integration Group June 2009 - July 2009
San Diego Workforce Partnership February 2009 - March 2009
Skills
Trilingual (Eng/..., Microsoft Office 2003, Windows Server 2003 ..., Cabling CAT 5, RJ45 ..., Active Directory..., System Back up..., Troubleshooting, Networking, Software Installation, Disaster Recovery, Help Desk Support, Operating Systems, Laptops, Information Technology, Active Directory, Customer Service, Microsoft Office, Hardware, Printers, Technical Support
Education
Southwestern College 2012 — 2018
Bachelor of Business Administration (B.B.A.), International Business, 3.0
U.E.I. College 2008 — 2009
Computer System Technician, Information Technology, 3.5
Montgomery High School 2006 — 2008
Diploma, 2.9
Kyle Wiese Kyle Wiese's LPL Financial Experience October 2014 - Present
Job Financial Services Representative at LPL Financial
Industry Financial Services
Experience
LPL Financial October 2014 - Present
MetLife January 2013 - October 2014
Town and Country Bank July 2011 - January 2013
Regions Financial Corporation June 2010 - July 2011
Skills
Portfolio Management, Financial Analysis, Cross Selling, Relationship Management, Customer Service, Sales, Financial Services, Securities, Leadership, Microsoft Office, Insurance, Microsoft Word, Public Speaking
Education
Southern Illinois University, Edwardsville 2006 — 2010
Bachelor of Arts (B.A.), Criminal Justice/Police Science
LPL Financial October 2014 - Present
MetLife January 2013 - October 2014
Town and Country Bank July 2011 - January 2013
Regions Financial Corporation June 2010 - July 2011
Skills
Portfolio Management, Financial Analysis, Cross Selling, Relationship Management, Customer Service, Sales, Financial Services, Securities, Leadership, Microsoft Office, Insurance, Microsoft Word, Public Speaking
Education
Southern Illinois University, Edwardsville 2006 — 2010
Bachelor of Arts (B.A.), Criminal Justice/Police Science
Thomas Dinh Thomas Dinh's LPL Financial Experience January 2008 - September 2010
Job Corporate Actions Specialist at LPL Financial Services
Industry Financial Services
Experience
LPL Financial Services September 2010 - Present
LPL Financial January 2008 - September 2010
Turner Construction June 2007 - October 2007
San Diego State University June 2005 - June 2007
Skills
Outlook, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Research, Investments, Team Leadership, Data Analysis, Public Speaking, Forecasting, Social Media, Event Planning, Team Building, Financial Analysis, Project Management, Strategic Financial..., Strategic Planning, Facebook
Education
San Diego State University-California State University 2013 — 2014
Certified Associate in Project Management (CAPM), Project Management
San Diego State University-California State University 2003 — 2007
BS, Financial Services
LPL Financial Services September 2010 - Present
LPL Financial January 2008 - September 2010
Turner Construction June 2007 - October 2007
San Diego State University June 2005 - June 2007
Skills
Outlook, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Research, Investments, Team Leadership, Data Analysis, Public Speaking, Forecasting, Social Media, Event Planning, Team Building, Financial Analysis, Project Management, Strategic Financial..., Strategic Planning, Facebook
Education
San Diego State University-California State University 2013 — 2014
Certified Associate in Project Management (CAPM), Project Management
San Diego State University-California State University 2003 — 2007
BS, Financial Services
Christopher Carroll Christopher Carroll's LPL Financial Experience 2009 - 2009
Job Creative Director: IRON BULB: Artistic Direction & Design
Industry Graphic Design
Experience
IRON BULB: Artistic Direction & Design January 2005 - Present
Road Runner Sports 2010 - 2011
LPL Financial 2009 - 2009
Lambesis 2007 - 2009
Savoy Label Group May 2004 - September 2006
Restaurant Associates 2006 - 2006
Entertainment Weekly June 2004 - December 2005
RCV Victor / BMG November 2001 - May 2004
V2 Records May 1999 - August 2001
Discover Magazine October 1997 - May 1999
Skills
Adobe Creative Suite, Art Direction, Packaging, Advertising, Graphic Design, Art, Illustration, Logo Design, Creative Direction, Entertainment, Print, Photoshop, Typography, Film, Corporate Identity, Corporate Branding, Magazines, Copywriting, Graphics, Mac, Illustrator, Brand Development, Final Cut Pro
Education
School of Visual Arts 1988 — 1992
BFA, Media Arts
IRON BULB: Artistic Direction & Design January 2005 - Present
Road Runner Sports 2010 - 2011
LPL Financial 2009 - 2009
Lambesis 2007 - 2009
Savoy Label Group May 2004 - September 2006
Restaurant Associates 2006 - 2006
Entertainment Weekly June 2004 - December 2005
RCV Victor / BMG November 2001 - May 2004
V2 Records May 1999 - August 2001
Discover Magazine October 1997 - May 1999
Skills
Adobe Creative Suite, Art Direction, Packaging, Advertising, Graphic Design, Art, Illustration, Logo Design, Creative Direction, Entertainment, Print, Photoshop, Typography, Film, Corporate Identity, Corporate Branding, Magazines, Copywriting, Graphics, Mac, Illustrator, Brand Development, Final Cut Pro
Education
School of Visual Arts 1988 — 1992
BFA, Media Arts
Bobby Miller Bobby Miller's LPL Financial Experience April 2013 - Present
Job Technical Support Analyst at LPL Financial
Industry Information Technology and Services
Experience
LPL Financial April 2013 - Present
LPL Financial February 2012 - April 2013
LPL Financial March 2011 - February 2012
Enterprise Rent-A-Car April 2009 - March 2011
R.J. Reynolds Tobacco Company January 2008 - July 2008
Skills
Customer Service, Microsoft Office, Sales, Strategic Planning, Tier I Technical Support, WebEx, Troubleshooting, Relationship Building, Leadership Skills, Financial Services, FINRA, Execution, Mentoring, Conflict Resolution, Windows 7, Outlook, Windows XP Pro, Banking, Sales Management, Leadership, Management, CRM, Customer Satisfaction, Team Building, Finance, Team Leadership
Education
Southern Wesleyan University 2005 — 2007
Bachelor of Science, Business Administration
Nyack College
Mauldin High School
LPL Financial April 2013 - Present
LPL Financial February 2012 - April 2013
LPL Financial March 2011 - February 2012
Enterprise Rent-A-Car April 2009 - March 2011
R.J. Reynolds Tobacco Company January 2008 - July 2008
Skills
Customer Service, Microsoft Office, Sales, Strategic Planning, Tier I Technical Support, WebEx, Troubleshooting, Relationship Building, Leadership Skills, Financial Services, FINRA, Execution, Mentoring, Conflict Resolution, Windows 7, Outlook, Windows XP Pro, Banking, Sales Management, Leadership, Management, CRM, Customer Satisfaction, Team Building, Finance, Team Leadership
Education
Southern Wesleyan University 2005 — 2007
Bachelor of Science, Business Administration
Nyack College
Mauldin High School
Jose Seabrook Jose Seabrook's LPL Financial Experience June 2011 - Present
Job Associate Integration Manager at LPL Financial
Industry Financial Services
Experience
LPL Financial Services 2011 - Present
LPL Financial June 2011 - Present
Bank of America 2009 - 2011
Titanium Solutions 2009 - 2009
Skills
Series 7, Integration, Series 63
Education
South Carolina State University
LPL Financial Services 2011 - Present
LPL Financial June 2011 - Present
Bank of America 2009 - 2011
Titanium Solutions 2009 - 2009
Skills
Series 7, Integration, Series 63
Education
South Carolina State University
Suzie Achin Suzie Achin's LPL Financial Experience September 2008 - September 2011
Job Key Account Manager at SGS
Industry Marketing and Advertising
Experience
SGS April 2013 - Present
Independent Financial Group September 2011 - June 2012
LPL Financial September 2008 - September 2011
Zimmer March 2006 - September 2009
Wells Publishing February 2001 - March 2006
Chase Manhattan Corporation 1999 - 2001
Skills
Marketing Communications, Marketing Strategy, Marketing, Copywriting, Email Marketing, Market Research, Lead Generation, Newsletters, New Business Development, Competitive Analysis, Product Marketing, Advertising, Product Launch, Sales Management, Trade Shows, Marketing Management, Product Development, Business Development, Sales Operations, Product Management, International Marketing, B2B, Online Marketing, Market Analysis, Social Media Marketing, Online Advertising, Digital Marketing, Brand Management, Market Planning, Direct Mail, Direct Marketing, SEO, Start-ups, Social Networking, Management, Entrepreneurship, Brand Development, Account Management, E-commerce, Sales, PPC, Digital Media, Integrated Marketing, Selling, CRM, Strategic Partnerships
Education
San Diego State University
Bachelor of Arts, International Business
San Diego State University-California State University
Web Development
SGS April 2013 - Present
Independent Financial Group September 2011 - June 2012
LPL Financial September 2008 - September 2011
Zimmer March 2006 - September 2009
Wells Publishing February 2001 - March 2006
Chase Manhattan Corporation 1999 - 2001
Skills
Marketing Communications, Marketing Strategy, Marketing, Copywriting, Email Marketing, Market Research, Lead Generation, Newsletters, New Business Development, Competitive Analysis, Product Marketing, Advertising, Product Launch, Sales Management, Trade Shows, Marketing Management, Product Development, Business Development, Sales Operations, Product Management, International Marketing, B2B, Online Marketing, Market Analysis, Social Media Marketing, Online Advertising, Digital Marketing, Brand Management, Market Planning, Direct Mail, Direct Marketing, SEO, Start-ups, Social Networking, Management, Entrepreneurship, Brand Development, Account Management, E-commerce, Sales, PPC, Digital Media, Integrated Marketing, Selling, CRM, Strategic Partnerships
Education
San Diego State University
Bachelor of Arts, International Business
San Diego State University-California State University
Web Development
Robert Roberts Robert Roberts's LPL Financial Experience August 2006 - July 2012
Job Managing Consultant at Navigant
Industry Investment Management
Experience
Navigant November 2014 - Present
Zacks Investment Management January 2014 - December 2014
Zacks Investment Research January 2014 - November 2014
FriarTech, LLC April 2013 - January 2014
Sagence July 2012 - September 2013
First Midwest Financial Network August 2006 - July 2012
LPL Financial August 2006 - July 2012
Allstate Financial May 2005 - July 2006
GreenPoint Bank June 2003 - May 2005
Morgan Stanley March 2002 - May 2003
Skills
Financial Analysis, Financial Modeling, Series 7, Portfolio Management, Investments, Management Consulting, Sales Management..., Strategic Consulting, Data Warehousing, Dodd-Frank, Insurance, Statistics, Insurance Training, Annuity Sales, Data Driven Marketing, Database Consulting, Variable Life, Fixed Annuities, Variable Annuities, Data-driven, Financial Services, Financial Management..., Insurance Brokerage, Insurance Background, Econometrics, Economics, Financial Advisory, CRM, Wealth Management, Investment Strategies, Securities, Retirement Planning, Marketing, Analytics, Banking, Fixed Income, Equities, Business Planning, Analysis, Entrepreneurship, Strategy, Management, Business Strategy
Education
The University of Chicago - Booth School of Business 2007 — 2010
MBA, Master of Business Administration
Siena College 1996 — 1999
Bachelors of Science, Marketing and Management
Navigant November 2014 - Present
Zacks Investment Management January 2014 - December 2014
Zacks Investment Research January 2014 - November 2014
FriarTech, LLC April 2013 - January 2014
Sagence July 2012 - September 2013
First Midwest Financial Network August 2006 - July 2012
LPL Financial August 2006 - July 2012
Allstate Financial May 2005 - July 2006
GreenPoint Bank June 2003 - May 2005
Morgan Stanley March 2002 - May 2003
Skills
Financial Analysis, Financial Modeling, Series 7, Portfolio Management, Investments, Management Consulting, Sales Management..., Strategic Consulting, Data Warehousing, Dodd-Frank, Insurance, Statistics, Insurance Training, Annuity Sales, Data Driven Marketing, Database Consulting, Variable Life, Fixed Annuities, Variable Annuities, Data-driven, Financial Services, Financial Management..., Insurance Brokerage, Insurance Background, Econometrics, Economics, Financial Advisory, CRM, Wealth Management, Investment Strategies, Securities, Retirement Planning, Marketing, Analytics, Banking, Fixed Income, Equities, Business Planning, Analysis, Entrepreneurship, Strategy, Management, Business Strategy
Education
The University of Chicago - Booth School of Business 2007 — 2010
MBA, Master of Business Administration
Siena College 1996 — 1999
Bachelors of Science, Marketing and Management
Julia Winokur's LPL Financial Experience June 2015 - September 2015
Job Human Resources/Marketing Intern at IMCA Capital
Industry Research
Experience
IMCA Capital September 2015 - Present
LPL Financial June 2015 - September 2015
UCLA Diversity Project June 2013 - June 2015
Hard Rock Hotel & Casino Las Vegas January 2015 - May 2015
LPL Financial June 2011 - March 2015
Camp Wise July 2014 - August 2014
Santa Monica College: Psychology Club June 2013 - January 2014
TEEN LINE January 2013 - March 2013
Skills
Facebook, Community Outreach, Adolescents, Social Networking, Psychology, Research, Data Analysis, Editing, Fundraising, Marketing, Photoshop, Social Media Marketing, Public Relations, Writing, Blogging, Nonprofits, Customer Service, Management
Education
University of California, Los Angeles 2014 — 2016
Bachelor's Degree, Sociology
The London School of Economics and Political Science (LSE) 2015 — 2015
Business and Management
Santa Monica College 2012 — 2014
Associate's Degree, Liberal Arts: Social and Behavioral Sciences
Milken Community High School 2007 — 2011
High School Diploma
IMCA Capital September 2015 - Present
LPL Financial June 2015 - September 2015
UCLA Diversity Project June 2013 - June 2015
Hard Rock Hotel & Casino Las Vegas January 2015 - May 2015
LPL Financial June 2011 - March 2015
Camp Wise July 2014 - August 2014
Santa Monica College: Psychology Club June 2013 - January 2014
TEEN LINE January 2013 - March 2013
Skills
Facebook, Community Outreach, Adolescents, Social Networking, Psychology, Research, Data Analysis, Editing, Fundraising, Marketing, Photoshop, Social Media Marketing, Public Relations, Writing, Blogging, Nonprofits, Customer Service, Management
Education
University of California, Los Angeles 2014 — 2016
Bachelor's Degree, Sociology
The London School of Economics and Political Science (LSE) 2015 — 2015
Business and Management
Santa Monica College 2012 — 2014
Associate's Degree, Liberal Arts: Social and Behavioral Sciences
Milken Community High School 2007 — 2011
High School Diploma
Jacqueline Hanlon's LPL Financial Experience February 2012 - May 2013
Job Enthusiastic, Motivated, and a Go Getter!
Industry Staffing and Recruiting
Experience
Raymond James Financial, Inc. July 2015 - Present
Raymond James July 2014 - July 2015
Employment Partners Inc. April 2014 - June 2014
LPL Financial February 2012 - May 2013
Kilman & Hillyard April 2010 - March 2012
Victoria's Secret June 2009 - September 2010
Huete Mortgage, Inc January 2008 - October 2008
Contractorswatch.com LLC April 2007 - January 2008
Huete Mortgage Inc November 2003 - April 2007
Mission Playmates Preschool January 2001 - November 2003
Skills
Excel, Quickbooks, PowerPoint, Quicken, Payroll, Accounting, Accounts Receivable, Accounts Payable, Invoicing, Scheduling, Billing, Customer Service, Account Reconciliation, QuickBooks, Management, Recruiting
Education
Real Estate 2007 — 2008
Anthony's School, Real Estate
San Jose State University 2000 — 2003
BA, Social Work
Real Estate School
Currently taking Real Estate classes in Florida
Raymond James Financial, Inc. July 2015 - Present
Raymond James July 2014 - July 2015
Employment Partners Inc. April 2014 - June 2014
LPL Financial February 2012 - May 2013
Kilman & Hillyard April 2010 - March 2012
Victoria's Secret June 2009 - September 2010
Huete Mortgage, Inc January 2008 - October 2008
Contractorswatch.com LLC April 2007 - January 2008
Huete Mortgage Inc November 2003 - April 2007
Mission Playmates Preschool January 2001 - November 2003
Skills
Excel, Quickbooks, PowerPoint, Quicken, Payroll, Accounting, Accounts Receivable, Accounts Payable, Invoicing, Scheduling, Billing, Customer Service, Account Reconciliation, QuickBooks, Management, Recruiting
Education
Real Estate 2007 — 2008
Anthony's School, Real Estate
San Jose State University 2000 — 2003
BA, Social Work
Real Estate School
Currently taking Real Estate classes in Florida
Lucas Hunt's LPL Financial Experience January 2014 - Present
Job at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2014 - Present
Seven Fields Wealth Management January 2014 - Present
Northwest Savings Bank April 2012 - January 2014
Northwest Savings Bank December 2009 - April 2012
Northwest Savings Bank October 2003 - February 2007
Skills
Portfolio Management, Strategic Financial...
Education
Slippery Rock University of Pennsylvania 1999 — 2003
Finance, Finance, Economics, History
North Hills
LPL Financial January 2014 - Present
Seven Fields Wealth Management January 2014 - Present
Northwest Savings Bank April 2012 - January 2014
Northwest Savings Bank December 2009 - April 2012
Northwest Savings Bank October 2003 - February 2007
Skills
Portfolio Management, Strategic Financial...
Education
Slippery Rock University of Pennsylvania 1999 — 2003
Finance, Finance, Economics, History
North Hills
Shirin Patel's LPL Financial Experience March 2012 - December 2012
Job Analyst Programmer at Union Bank
Industry Computer Software
Experience
Union Bank December 2012 - Present
LPL Financial March 2012 - December 2012
Bank of America October 2010 - March 2012
CIT March 2010 - September 2010
Accenture November 2004 - February 2010
Wireless Ronin Technologies 2010 - 2010
Gateway Technolabs Pvt. Ltd. 2004 - 2004
Skills
ASP.NET MVC, ASP.NET, C#, WCF, .NET, Web Services, TFS, Microsoft SQL Server, LINQ, T-SQL, XML, Agile Methodologies, Software Development, Entity Framework, SQL, SSIS, SDLC, Scrum, Databases, jQuery, ReSharper, OOAD, OOP, NUnit, JavaScript, Visio, Powershell, NHibernate, Subversion, Amplify JS, Underscore JS, Knockout JS, Documentum, .NET CLR, NAnt, FxCop, Oracle SQL, HP Openview, ANTS Profiler, T-SQL Stored Procedures, Amdocs Clarify, WebSphere MQ, Firebug, IE Developer Toolbar
Education
South Gujarat University 1998 — 2002
Bachelor of Engineering (BE), Computer Engineering
Union Bank December 2012 - Present
LPL Financial March 2012 - December 2012
Bank of America October 2010 - March 2012
CIT March 2010 - September 2010
Accenture November 2004 - February 2010
Wireless Ronin Technologies 2010 - 2010
Gateway Technolabs Pvt. Ltd. 2004 - 2004
Skills
ASP.NET MVC, ASP.NET, C#, WCF, .NET, Web Services, TFS, Microsoft SQL Server, LINQ, T-SQL, XML, Agile Methodologies, Software Development, Entity Framework, SQL, SSIS, SDLC, Scrum, Databases, jQuery, ReSharper, OOAD, OOP, NUnit, JavaScript, Visio, Powershell, NHibernate, Subversion, Amplify JS, Underscore JS, Knockout JS, Documentum, .NET CLR, NAnt, FxCop, Oracle SQL, HP Openview, ANTS Profiler, T-SQL Stored Procedures, Amdocs Clarify, WebSphere MQ, Firebug, IE Developer Toolbar
Education
South Gujarat University 1998 — 2002
Bachelor of Engineering (BE), Computer Engineering
Denise Tognarina's LPL Financial Experience July 2009 - Present
Job Assistant Vice President, Marketing Content & Communications
Industry Financial Services
Experience
LPL Financial July 2009 - Present
LPL Financial January 2007 - July 2009
UVEST Financial Services July 2006 - January 2007
Fidelity Investments 1998 - 2006
Skills
Training & Development, Marketing Communications, Project Planning, Instructional Design, E-learning, Content Development, Event Management, Event Marketing, Organizational Learning, Online Training, Strategic Communications, Corporate Communications, Communications Planning, Project Coordination, Presentation Development, Presentation Preparation, Presentation Coaching, Sales Support, Salesforce.com, Sales Process, E-Learning, Financial Services, Team Building, Leadership, Performance Management, Wealth Management, Team Management, Employee Training, Team Leadership, Process Improvement, Event Planning, Coaching, Project Management, Program Management, Management, Training, Marketing, Retirement Planning, Sales Operations, Relationship Management, Series 7, Strategic Planning, Sales, Organizational..., Marketing Strategy
Education
Southern New Hampshire University 2003 — 2006
MS
Southern New Hampshire University 1995 — 1998
BS
LPL Financial July 2009 - Present
LPL Financial January 2007 - July 2009
UVEST Financial Services July 2006 - January 2007
Fidelity Investments 1998 - 2006
Skills
Training & Development, Marketing Communications, Project Planning, Instructional Design, E-learning, Content Development, Event Management, Event Marketing, Organizational Learning, Online Training, Strategic Communications, Corporate Communications, Communications Planning, Project Coordination, Presentation Development, Presentation Preparation, Presentation Coaching, Sales Support, Salesforce.com, Sales Process, E-Learning, Financial Services, Team Building, Leadership, Performance Management, Wealth Management, Team Management, Employee Training, Team Leadership, Process Improvement, Event Planning, Coaching, Project Management, Program Management, Management, Training, Marketing, Retirement Planning, Sales Operations, Relationship Management, Series 7, Strategic Planning, Sales, Organizational..., Marketing Strategy
Education
Southern New Hampshire University 2003 — 2006
MS
Southern New Hampshire University 1995 — 1998
BS
Turner Miller's LPL Financial Experience September 2014 - September 2015
Job Sales Associate at Parnassus Investments
Industry Financial Services
Experience
Parnassus Investments September 2015 - Present
LPL Financial September 2014 - September 2015
LPL Financial January 2014 - September 2014
LPL Financial July 2011 - January 2014
LPL Financial April 2010 - July 2011
LPL October 2007 - April 2010
Skills
Series 7, FINRA, Mutual Funds, Series 66, SMA, Portfolio Management, Investment Advisory, Financial Analysis, Fixed Income, Equities, Investment Strategies, Uniform Combined State..., Retirement Planning, Retirement, Wealth Management, Securities, Financial Advisory, Alternative Investments, Asset Allocation
Education
San Diego State University-California State University 2003 — 2007
Bachelor of Science (BS), Financial Services
Parnassus Investments September 2015 - Present
LPL Financial September 2014 - September 2015
LPL Financial January 2014 - September 2014
LPL Financial July 2011 - January 2014
LPL Financial April 2010 - July 2011
LPL October 2007 - April 2010
Skills
Series 7, FINRA, Mutual Funds, Series 66, SMA, Portfolio Management, Investment Advisory, Financial Analysis, Fixed Income, Equities, Investment Strategies, Uniform Combined State..., Retirement Planning, Retirement, Wealth Management, Securities, Financial Advisory, Alternative Investments, Asset Allocation
Education
San Diego State University-California State University 2003 — 2007
Bachelor of Science (BS), Financial Services
Richard Chaney's LPL Financial Experience May 2014 - Present
Job Marketing Regulatory Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial May 2014 - Present
H.D. Vest Financial Services April 2012 - May 2014
HD Vest Financial Services 2006 - April 2012
Fidelity Investments December 1999 - March 2005
Skills
Compliance, Compliance Operations, Compliance..., Compliance Procedures, Federal & State..., Series 7, Series 63, Series 24, Wealth Management...
Education
Spring Hill College 1992 — 1996
BS, Psychology
LPL Financial May 2014 - Present
H.D. Vest Financial Services April 2012 - May 2014
HD Vest Financial Services 2006 - April 2012
Fidelity Investments December 1999 - March 2005
Skills
Compliance, Compliance Operations, Compliance..., Compliance Procedures, Federal & State..., Series 7, Series 63, Series 24, Wealth Management...
Education
Spring Hill College 1992 — 1996
BS, Psychology
Nicholas Maffeo, CAIA's LPL Financial Experience 2005 - 2005
Job Investment Analyst IV at Employees Retirement System of Texas
Industry Financial Services
Experience
Employees Retirement System of Texas November 2012 - Present
Altegris Investments September 2005 - June 2011
LPL Financial 2005 - 2005
Skills
Alternative Investments, Investment Strategies, Hedge Funds, Asset Allocation, Equities, Due Diligence, Asset Management, Bloomberg, Portfolio Management
Education
University of Florida 2011 — 2012
Masters in Business Administration (MBA), Finance
Shippensburg University of Pennsylvania 2001 — 2005
Bachelors, Finance / Economics
Employees Retirement System of Texas November 2012 - Present
Altegris Investments September 2005 - June 2011
LPL Financial 2005 - 2005
Skills
Alternative Investments, Investment Strategies, Hedge Funds, Asset Allocation, Equities, Due Diligence, Asset Management, Bloomberg, Portfolio Management
Education
University of Florida 2011 — 2012
Masters in Business Administration (MBA), Finance
Shippensburg University of Pennsylvania 2001 — 2005
Bachelors, Finance / Economics
Zachary Padilla's LPL Financial Experience April 2010 - November 2014
Job Software Architect at CoreLogic Credco
Industry Information Technology and Services
Experience
CoreLogic Credco November 2014 - Present
LPL Financial April 2010 - November 2014
The San Diego Union-Tribune October 2004 - April 2010
San Jose Mercury News December 1999 - December 2004
Data Strategies, Inc. January 2004 - October 2004
ThinkStorm Projects, LLC January 2002 - January 2003
Skills
XML, Microsoft SQL Server, Agile Methodologies, C#, JavaScript, Visual Studio, AJAX, SQL, T-SQL, VB.NET, CSS, Databases, SSIS, VSS, ASP, Web Applications
Education
San Jose State University 1998 — 2001
BS, Economics
CoreLogic Credco November 2014 - Present
LPL Financial April 2010 - November 2014
The San Diego Union-Tribune October 2004 - April 2010
San Jose Mercury News December 1999 - December 2004
Data Strategies, Inc. January 2004 - October 2004
ThinkStorm Projects, LLC January 2002 - January 2003
Skills
XML, Microsoft SQL Server, Agile Methodologies, C#, JavaScript, Visual Studio, AJAX, SQL, T-SQL, VB.NET, CSS, Databases, SSIS, VSS, ASP, Web Applications
Education
San Jose State University 1998 — 2001
BS, Economics
Andrew Gooden, PMP, ITIL's LPL Financial Experience March 2010 - June 2011
Job Senior Project Manager (Consultant) at Bridgepoint Education
Industry Information Technology and Services
Experience
Bridgepoint Education July 2012 - Present
US Army ILE Instructor 2010 - 2013
Trace3 July 2011 - June 2012
LPL Financial March 2010 - June 2011
Wachovia May 2008 - December 2009
Technology Project Management May 2008 - December 2009
U.S. Army Reserve / National Guard June 1984 - November 2009
Communications Technologies November 2006 - September 2007
CSC July 1998 - February 2006
U.S. ARMY August 2004 - November 2005
Skills
Certified Project..., Cross-functional Team..., International Leadership, Program Management, Integration, MS Project, Project Planning, Business Intelligence, Management, PMO, Strategic Planning, Vendor Management, Business Analysis, Leadership Development, Change Management, Budgets, PMP, Telecommunications, ITIL Certified, Active DoD Secret..., Active Directory, SDLC, Analysis, Business Process..., Databases, Disaster Recovery, Enterprise Architecture, IT Management, IT Strategy, Infrastructure, Leadership, Networking, Process Improvement, Project Delivery, Project Portfolio..., Security, Servers, Start-ups, Strategy, Visio, Team Leadership, Project Management, Data Center, Testing, Training, Resource Management, ITIL, Microsoft Project
Education
U.S. Army Command and General Staff College 2005 — 2006
N/A, Military (Operational) Leadership
Western New England University 1988 — 1990
B.A, Mathematics
Springfield Technical Community College 1986 — 1988
A.S, Civil Engineering Technology
Bridgepoint Education July 2012 - Present
US Army ILE Instructor 2010 - 2013
Trace3 July 2011 - June 2012
LPL Financial March 2010 - June 2011
Wachovia May 2008 - December 2009
Technology Project Management May 2008 - December 2009
U.S. Army Reserve / National Guard June 1984 - November 2009
Communications Technologies November 2006 - September 2007
CSC July 1998 - February 2006
U.S. ARMY August 2004 - November 2005
Skills
Certified Project..., Cross-functional Team..., International Leadership, Program Management, Integration, MS Project, Project Planning, Business Intelligence, Management, PMO, Strategic Planning, Vendor Management, Business Analysis, Leadership Development, Change Management, Budgets, PMP, Telecommunications, ITIL Certified, Active DoD Secret..., Active Directory, SDLC, Analysis, Business Process..., Databases, Disaster Recovery, Enterprise Architecture, IT Management, IT Strategy, Infrastructure, Leadership, Networking, Process Improvement, Project Delivery, Project Portfolio..., Security, Servers, Start-ups, Strategy, Visio, Team Leadership, Project Management, Data Center, Testing, Training, Resource Management, ITIL, Microsoft Project
Education
U.S. Army Command and General Staff College 2005 — 2006
N/A, Military (Operational) Leadership
Western New England University 1988 — 1990
B.A, Mathematics
Springfield Technical Community College 1986 — 1988
A.S, Civil Engineering Technology
Victor Eaddy's LPL Financial Experience July 2014 - Present
Job Program Manager and IT Project Manager
Industry Information Technology and Services
Experience
LPL Financial July 2014 - Present
Wells Fargo March 2013 - August 2013
Wells Fargo August 2011 - June 2012
Bank of America August 2010 - December 2010
Blue Cross and Blue Shield 2009 - February 2010
Alexander Youth Network September 2005 - February 2008
Wells Fargo/Wachovia 2008 - 2008
Continental Tire Company N.A., Inc. 2001 - 2003
Coca Cola Bottling Company Consolidated 1999 - 2001
Skills
Process Improvement, SDLC, MS Project, Program Management, Vendor Management, Business Analysis, Information Technology, Management, PMO, Leadership, Project Management, Requirements Analysis, Analysis
Education
South Carolina State University 1974 — 1980
BS, Chemistry, Mathematics (Statistics)
South Carolina State University
LPL Financial July 2014 - Present
Wells Fargo March 2013 - August 2013
Wells Fargo August 2011 - June 2012
Bank of America August 2010 - December 2010
Blue Cross and Blue Shield 2009 - February 2010
Alexander Youth Network September 2005 - February 2008
Wells Fargo/Wachovia 2008 - 2008
Continental Tire Company N.A., Inc. 2001 - 2003
Coca Cola Bottling Company Consolidated 1999 - 2001
Skills
Process Improvement, SDLC, MS Project, Program Management, Vendor Management, Business Analysis, Information Technology, Management, PMO, Leadership, Project Management, Requirements Analysis, Analysis
Education
South Carolina State University 1974 — 1980
BS, Chemistry, Mathematics (Statistics)
South Carolina State University
Reagan Wagner's LPL Financial Experience 2009 - Present
Job National Financial Alliance, LLC, Managing Principal
Industry Financial Services
Experience
LPL Financial 2009 - Present
NFA Wealth Management 2007 - Present
Witte Museum 2006 - Present
American General 2001 - 2009
HEB 1997 - 2004
Education
St. Mary's University 1995 — 1999
BS, Biology and Chemistry
Lytle
LPL Financial 2009 - Present
NFA Wealth Management 2007 - Present
Witte Museum 2006 - Present
American General 2001 - 2009
HEB 1997 - 2004
Education
St. Mary's University 1995 — 1999
BS, Biology and Chemistry
Lytle
Russ Reid's LPL Financial Experience March 1998 - Present
Job LPL Financial
Industry Financial Services
Experience
LPL Financial March 1998 - Present
Education
American School in Japan 1947 — 1951
San Francisco State University
BA, Psychology
LPL Financial March 1998 - Present
Education
American School in Japan 1947 — 1951
San Francisco State University
BA, Psychology
Benjamin Ostrowski's LPL Financial Experience August 2014 - February 2015
Job System Administrator
Industry Information Technology and Services
Experience
Wells Fargo February 2015 - Present
LPL Financial August 2014 - February 2015
EDMC March 2010 - August 2014
Expedient Communications October 2007 - March 2010
R.J Lee Group, Inc May 2007 - October 2007
Slippery Rock University Help Desk January 2004 - May 2007
McKesson Automation May 2006 - August 2006
Skills
Hardware equipment..., Windows Server, Oracle Web Center..., Oracle Web Center..., Microsoft Office..., Microsoft Office..., BlackBerry Enterprise..., Microsoft Exchange..., Microsoft Exchange..., WSUS, VBScript, JavaScript, Powershell, Red Hat Linux, Process Automation, SharePoint, Microsoft Exchange, Data Center, Security, DNS, Operating Systems, Technical Support, Active Directory, Networking, Software Documentation, Infrastructure, IIS, Troubleshooting, Servers, Computer Hardware, Network Administration, Windows, Server Architecture, Virtualization, VPN, Microsoft SQL Server, System Deployment, VMware Infrastructure, Switches, System Administration, Office Communications..., Disaster Recovery, Windows 7, Network Security, Firewalls, Oracle
Education
Slippery Rock University of Pennsylvania 2002 — 2007
Bachelors of Science, Management of Information Systems and Information Technology
Wells Fargo February 2015 - Present
LPL Financial August 2014 - February 2015
EDMC March 2010 - August 2014
Expedient Communications October 2007 - March 2010
R.J Lee Group, Inc May 2007 - October 2007
Slippery Rock University Help Desk January 2004 - May 2007
McKesson Automation May 2006 - August 2006
Skills
Hardware equipment..., Windows Server, Oracle Web Center..., Oracle Web Center..., Microsoft Office..., Microsoft Office..., BlackBerry Enterprise..., Microsoft Exchange..., Microsoft Exchange..., WSUS, VBScript, JavaScript, Powershell, Red Hat Linux, Process Automation, SharePoint, Microsoft Exchange, Data Center, Security, DNS, Operating Systems, Technical Support, Active Directory, Networking, Software Documentation, Infrastructure, IIS, Troubleshooting, Servers, Computer Hardware, Network Administration, Windows, Server Architecture, Virtualization, VPN, Microsoft SQL Server, System Deployment, VMware Infrastructure, Switches, System Administration, Office Communications..., Disaster Recovery, Windows 7, Network Security, Firewalls, Oracle
Education
Slippery Rock University of Pennsylvania 2002 — 2007
Bachelors of Science, Management of Information Systems and Information Technology
Priyanka Narkhede's LPL Financial Experience February 2012 - December 2012
Job Scrum Master CSM(Certified Scrum Master)
Industry Financial Services
Experience
Cisco October 2013 - Present
Wells Fargo April 2013 - Present
NetApp January 2013 - April 2013
LPL Financial February 2012 - December 2012
George Washington University November 2010 - January 2012
Gelman Library, George Washington University May 2010 - October 2010
Xoriant July 2008 - September 2008
Siemens Information Systems Ltd July 2007 - July 2008
Skills
Programming Languages :..., Databases : MS SQL..., Tools : Rational Rose,..., Web Development :..., Platform : Windows..., HTML, Microsoft SQL Server, Oracle, Visio, XML, SQL, SharePoint, Databases, Testing, Requirements Analysis, Requirements Gathering, Agile Methodologies, Business Analysis, Scrum, SDLC
Education
Stanford Continuing Studies 2015 — 2015
Cretification course: Leadership and Decision making
Stanford Continuing Studies 2014 — 2014
Certification Course: Public Speaking
The George Washington University 2009 — 2011
Master of Science, Computer Science
Shreemati Nathibai Damodar Thackersey Women's University 2004 — 2008
Bachelor of Technology (BTech), computer science
Cisco October 2013 - Present
Wells Fargo April 2013 - Present
NetApp January 2013 - April 2013
LPL Financial February 2012 - December 2012
George Washington University November 2010 - January 2012
Gelman Library, George Washington University May 2010 - October 2010
Xoriant July 2008 - September 2008
Siemens Information Systems Ltd July 2007 - July 2008
Skills
Programming Languages :..., Databases : MS SQL..., Tools : Rational Rose,..., Web Development :..., Platform : Windows..., HTML, Microsoft SQL Server, Oracle, Visio, XML, SQL, SharePoint, Databases, Testing, Requirements Analysis, Requirements Gathering, Agile Methodologies, Business Analysis, Scrum, SDLC
Education
Stanford Continuing Studies 2015 — 2015
Cretification course: Leadership and Decision making
Stanford Continuing Studies 2014 — 2014
Certification Course: Public Speaking
The George Washington University 2009 — 2011
Master of Science, Computer Science
Shreemati Nathibai Damodar Thackersey Women's University 2004 — 2008
Bachelor of Technology (BTech), computer science
Russ Frierson's LPL Financial Experience
Job Sr. Project Manager, LPL Financial
Industry Financial Services
Experience
LPL Financial
Skills
Wealth Management, Mutual Funds, Investments
Education
Southern Illinois University, Carbondale 1991 — 1994
Bachelor of Science (BS)
LPL Financial
Skills
Wealth Management, Mutual Funds, Investments
Education
Southern Illinois University, Carbondale 1991 — 1994
Bachelor of Science (BS)
Nicholas Abelow's LPL Financial Experience January 2015 - Present
Job Partner at Abelow, Pratt, & Associates Financial Advisors & Wealth Management
Industry Financial Services
Experience
LPL Financial January 2015 - Present
Ameriprise Financial Services, Inc. April 2014 - December 2014
Ameriprise Financial Services, Inc. April 2012 - April 2014
Lincoln Financial Group June 2010 - November 2010
Ameriprise Financial Services, Inc. April 2009 - November 2009
Ameriprise Financial Services, Inc. January 2006 - February 2009
American Express Financial Advisors March 2004 - February 2006
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Retirement, Series 7, Investments, Investment Advisory, Financial Advisory, Asset Allocation, Estate Planning, Investment Strategies, Mutual Funds, Wealth, Portfolio Management, Financial Services, Finance, Securities, FINRA, Insurance
Education
Sonoma State University
Bachelor's Degree, Economics with a Finance Concentration
LPL Financial January 2015 - Present
Ameriprise Financial Services, Inc. April 2014 - December 2014
Ameriprise Financial Services, Inc. April 2012 - April 2014
Lincoln Financial Group June 2010 - November 2010
Ameriprise Financial Services, Inc. April 2009 - November 2009
Ameriprise Financial Services, Inc. January 2006 - February 2009
American Express Financial Advisors March 2004 - February 2006
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Retirement, Series 7, Investments, Investment Advisory, Financial Advisory, Asset Allocation, Estate Planning, Investment Strategies, Mutual Funds, Wealth, Portfolio Management, Financial Services, Finance, Securities, FINRA, Insurance
Education
Sonoma State University
Bachelor's Degree, Economics with a Finance Concentration
Nicholas DeVore's LPL Financial Experience December 2014 - Present
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial December 2014 - Present
Principal Financial Group May 2013 - December 2014
FirstMerit Bank September 2012 - May 2013
Merrill Lynch May 2011 - August 2012
RJ O'Brien & Associates, LLC July 2008 - May 2011
PFGBEST December 2007 - July 2008
American General Life and Accident Insurance Company April 2007 - November 2007
Skills
Disability Income..., Asset Allocation, Estate Planning, Executive Benefit..., Financial Needs Analysis, Wealth Accumulation, Tax-Deferred Savings, Survivor Income, Long-Term Care Insurance, Key Person Insurance, Deferred Compensation..., Buy-sell Agreements, Business Continuation..., IRAs (Traditional &..., Informal Business..., Investments, Finance
Education
Slippery Rock University of Pennsylvania 2004 — 2006
BSBA, Marketing
Shippensburg University of Pennsylvania 2002 — 2004
Bachelor of Business Administration (BBA), Marketing
LPL Financial December 2014 - Present
Principal Financial Group May 2013 - December 2014
FirstMerit Bank September 2012 - May 2013
Merrill Lynch May 2011 - August 2012
RJ O'Brien & Associates, LLC July 2008 - May 2011
PFGBEST December 2007 - July 2008
American General Life and Accident Insurance Company April 2007 - November 2007
Skills
Disability Income..., Asset Allocation, Estate Planning, Executive Benefit..., Financial Needs Analysis, Wealth Accumulation, Tax-Deferred Savings, Survivor Income, Long-Term Care Insurance, Key Person Insurance, Deferred Compensation..., Buy-sell Agreements, Business Continuation..., IRAs (Traditional &..., Informal Business..., Investments, Finance
Education
Slippery Rock University of Pennsylvania 2004 — 2006
BSBA, Marketing
Shippensburg University of Pennsylvania 2002 — 2004
Bachelor of Business Administration (BBA), Marketing
Igor Royzen's LPL Financial Experience April 2010 - August 2010
Job Senior Siebel Developer at StubHub
Industry Financial Services
Experience
StubHub April 2012 - Present
sakonent December 2011 - January 2012
Northrop Grumman Corporation March 2011 - December 2011
NetApp August 2010 - March 2011
LPL Financial April 2010 - August 2010
Accenture/Northrop Grumman November 2003 - February 2010
Balboa Insurance August 2002 - September 2003
InTouch Communications January 2002 - July 2002
Siebel Systems October 1999 - November 2001
PriceWaterhouseCoopers September 1998 - September 1999
Skills
Siebel, Oracle, SDLC, CRM, PL/SQL, Microsoft SQL Server, EAI, Business Intelligence, Software Development, SQL, Web Services, Siebel Open UI, Siebel Physical Renderer, Siebel Presentation..., Jquery
Education
San Francisco State University
BS, Computer Science
School name:
StubHub April 2012 - Present
sakonent December 2011 - January 2012
Northrop Grumman Corporation March 2011 - December 2011
NetApp August 2010 - March 2011
LPL Financial April 2010 - August 2010
Accenture/Northrop Grumman November 2003 - February 2010
Balboa Insurance August 2002 - September 2003
InTouch Communications January 2002 - July 2002
Siebel Systems October 1999 - November 2001
PriceWaterhouseCoopers September 1998 - September 1999
Skills
Siebel, Oracle, SDLC, CRM, PL/SQL, Microsoft SQL Server, EAI, Business Intelligence, Software Development, SQL, Web Services, Siebel Open UI, Siebel Physical Renderer, Siebel Presentation..., Jquery
Education
San Francisco State University
BS, Computer Science
School name:
Colleen Kerrigan, MBA's LPL Financial Experience September 2009 - May 2012
Job Head of Total Rewards (Comp, Ben & Stock Admin) at Molina Healthcare
Industry Medical Devices
Experience
Molina Healthcare March 2013 - Present
LPL Financial September 2009 - May 2012
Qualcomm April 2007 - April 2009
Washington Mutual June 2005 - April 2007
Moss Adams LLP March 2004 - June 2005
Microsoft Corporation September 1999 - December 2002
Washington State Community Colleges 1993 - 1999
Skills
Global HR Leadership, Strategic Planning, Management Consulting, Compensation Strategies, Sales Compensation, International..., Compensation Structure..., Executive Pay, Incentive Programs, Organizational Design, Organizational..., Organizational..., Change Management, Management Development, Leadership Development, Performance Management, Talent Management, Sales Training, Succession Planning, Team Leadership, Training, Mergers & Acquisitions, Mentor Programs, Strategic Communications, HRIS, Onboarding, Employee Benefits, Financial Modeling, Financial Analysis, Financial Reporting, Vendor Management, Governance, Compliance, Consulting, Project Management, Employee Engagement, Compensation Structures, Compensation & Benefits
Education
Seattle University
MBA, Management, International Business
Washington State University
BA in Business Administration, Finance, International Business
Molina Healthcare March 2013 - Present
LPL Financial September 2009 - May 2012
Qualcomm April 2007 - April 2009
Washington Mutual June 2005 - April 2007
Moss Adams LLP March 2004 - June 2005
Microsoft Corporation September 1999 - December 2002
Washington State Community Colleges 1993 - 1999
Skills
Global HR Leadership, Strategic Planning, Management Consulting, Compensation Strategies, Sales Compensation, International..., Compensation Structure..., Executive Pay, Incentive Programs, Organizational Design, Organizational..., Organizational..., Change Management, Management Development, Leadership Development, Performance Management, Talent Management, Sales Training, Succession Planning, Team Leadership, Training, Mergers & Acquisitions, Mentor Programs, Strategic Communications, HRIS, Onboarding, Employee Benefits, Financial Modeling, Financial Analysis, Financial Reporting, Vendor Management, Governance, Compliance, Consulting, Project Management, Employee Engagement, Compensation Structures, Compensation & Benefits
Education
Seattle University
MBA, Management, International Business
Washington State University
BA in Business Administration, Finance, International Business
Frank Civitella's LPL Financial Experience September 2013 - Present
Job Managing Director, VP at Sterling National Bank
Industry Banking
Experience
Sterling National Bank September 2013 - Present
LPL Financial September 2013 - Present
Key Investment Services August 2009 - September 2013
JPMorgan Chase October 2004 - August 2009
Skills
Banking, CTFA, Commercial Lending, Investment Advisory, Trusts, Trust Services, Trust Management, Charitable Trusts, Commercial Banking, Annuity Sales, Variable Annuities, Fixed Annuities, Mutual Funds, Structured Products
Education
St. Lawrence University 1999 — 2003
Bachelor of Arts (B.A.), Economics
Sterling National Bank September 2013 - Present
LPL Financial September 2013 - Present
Key Investment Services August 2009 - September 2013
JPMorgan Chase October 2004 - August 2009
Skills
Banking, CTFA, Commercial Lending, Investment Advisory, Trusts, Trust Services, Trust Management, Charitable Trusts, Commercial Banking, Annuity Sales, Variable Annuities, Fixed Annuities, Mutual Funds, Structured Products
Education
St. Lawrence University 1999 — 2003
Bachelor of Arts (B.A.), Economics
Trevor Siani's LPL Financial Experience January 2015 - Present
Job Overlay Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2015 - Present
LPL Financial January 2013 - December 2014
LPL Financial September 2011 - April 2012
TD Ameritrade September 2010 - August 2011
Skills
Series 7, Mutual Funds, Financial Analysis, Insurance, Salesforce.com, Finance, Relationship Management, Access, Process Improvement, Banking, Forecasting, Outlook, Credit, Securities, Financial Modeling
Education
San Diego State University-California State University 2007 — 2009
Bachelor's degree, Finance
LPL Financial January 2015 - Present
LPL Financial January 2013 - December 2014
LPL Financial September 2011 - April 2012
TD Ameritrade September 2010 - August 2011
Skills
Series 7, Mutual Funds, Financial Analysis, Insurance, Salesforce.com, Finance, Relationship Management, Access, Process Improvement, Banking, Forecasting, Outlook, Credit, Securities, Financial Modeling
Education
San Diego State University-California State University 2007 — 2009
Bachelor's degree, Finance
Scott Maclise's LPL Financial Experience October 1992 - Present
Job Owner, LPL Financial
Industry Investment Management
Experience
LPL Financial October 1992 - Present
Shearson Lehman Brothers March 1988 - October 1992
Merrill Lynch February 1981 - February 1988
Skills
Investments, Securities, Wealth Management, FINRA, Investment Advisory, Retirement, Series 7, 401k, Retirement Planning, Investment Strategies, Fixed Annuities, Estate Planning, Financial Advisory, Mutual Funds, IRAs
Education
San Francisco State University 1975 — 1977
Psychology
LPL Financial October 1992 - Present
Shearson Lehman Brothers March 1988 - October 1992
Merrill Lynch February 1981 - February 1988
Skills
Investments, Securities, Wealth Management, FINRA, Investment Advisory, Retirement, Series 7, 401k, Retirement Planning, Investment Strategies, Fixed Annuities, Estate Planning, Financial Advisory, Mutual Funds, IRAs
Education
San Francisco State University 1975 — 1977
Psychology
Ashley Gardner's LPL Financial Experience July 2010 - March 2011
Job Research Administrator at University at Albany Office of Sponsored Programs
Industry Financial Services
Experience
University at Albany Office of Sponsored Programs May 2015 - Present
NYS Office of Children and Family Services January 2015 - April 2015
University of Massachusetts Amherst Controller's Office February 2014 - December 2014
NYS Children and Family Services March 2011 - January 2014
LPL Financial July 2010 - March 2011
Ameriprise Financial Services, Inc January 2010 - May 2010
Siena College Finance and Administration September 2009 - January 2010
Office of Business Affairs September 2007 - August 2009
William Tell Financial Services June 2009 - July 2009
Skills
Budgets, Microsoft Excel, Spreadsheets, Financial Statements, Journal Entries, Policy, Portfolio Management, Financial Analysis, Strategic Financial..., Access, Financial Reporting, Data Analysis, PowerPoint, Accounting
Education
Siena College 2007 — 2010
Bachelor of Science (B.S.), Accounting and Finance
Siena College 2007 — 2010
B.S, Finance
University at Albany Office of Sponsored Programs May 2015 - Present
NYS Office of Children and Family Services January 2015 - April 2015
University of Massachusetts Amherst Controller's Office February 2014 - December 2014
NYS Children and Family Services March 2011 - January 2014
LPL Financial July 2010 - March 2011
Ameriprise Financial Services, Inc January 2010 - May 2010
Siena College Finance and Administration September 2009 - January 2010
Office of Business Affairs September 2007 - August 2009
William Tell Financial Services June 2009 - July 2009
Skills
Budgets, Microsoft Excel, Spreadsheets, Financial Statements, Journal Entries, Policy, Portfolio Management, Financial Analysis, Strategic Financial..., Access, Financial Reporting, Data Analysis, PowerPoint, Accounting
Education
Siena College 2007 — 2010
Bachelor of Science (B.S.), Accounting and Finance
Siena College 2007 — 2010
B.S, Finance
Cynthia Sinkey's LPL Financial Experience January 2014 - Present
Job HRIS Analyst at LPL Financial
Industry Human Resources
Experience
LPL Financial January 2014 - Present
Websense "acquired by Vista Equity Partners May 2013" October 2013 - January 2014
Websense April 2012 - October 2013
JPMorgan Chase August 2011 - April 2012
Forever 21 August 2007 - June 2011
Skills
Recruiting, Human Resources, Payroll, HRIS, Applicant Tracking..., Employee Training, Temporary Placement, Interviews, ADP Payroll, Deferred Compensation, Onboarding, Job Descriptions, Process Improvement, Management
Education
Sonoma State University 2007 — 2011
Business Administration, Management
LPL Financial January 2014 - Present
Websense "acquired by Vista Equity Partners May 2013" October 2013 - January 2014
Websense April 2012 - October 2013
JPMorgan Chase August 2011 - April 2012
Forever 21 August 2007 - June 2011
Skills
Recruiting, Human Resources, Payroll, HRIS, Applicant Tracking..., Employee Training, Temporary Placement, Interviews, ADP Payroll, Deferred Compensation, Onboarding, Job Descriptions, Process Improvement, Management
Education
Sonoma State University 2007 — 2011
Business Administration, Management
Lee Flowers's LPL Financial Experience 2010 - Present
Job Lead Specialist LPL Retirement Partners Worksite Solutions
Industry Financial Services
Experience
LPL Financial 2010 - Present
Wells Fargo Advisors May 2006 - March 2009
Skills
Credit, Access, Financial Services, Process Improvement, Business Analysis, Risk Management, Analysis, Financial Analysis, Finance, Investments, SDLC, Banking
Education
Southern Wesleyan University
BS, Business Administration
University of North Carolina at Charlotte
BA, History
LPL Financial 2010 - Present
Wells Fargo Advisors May 2006 - March 2009
Skills
Credit, Access, Financial Services, Process Improvement, Business Analysis, Risk Management, Analysis, Financial Analysis, Finance, Investments, SDLC, Banking
Education
Southern Wesleyan University
BS, Business Administration
University of North Carolina at Charlotte
BA, History
Nancy Gesuelle's LPL Financial Experience December 2013 - Present
Job Associate Vice President at LPL Financial
Industry Financial Services
Experience
LPL Financial December 2013 - Present
LPL Finanical August 2012 - December 2013
MassMutual Financial Group October 2011 - August 2012
Skills
Conflict & Negotiation..., Microsoft Office,..., Quickbase, Sharepoint,..., Vendor Management, MS Project, SDLC, Management, Program Management, Resource Management, Project Planning, Project Management, Budgets, Enterprise Software, SharePoint, Process Improvement, Consulting, Requirements Analysis, Software Documentation, Business Process, Software Implementation, Training, Software Project..., Visio, Microsoft Project
Education
Southern New Hampshire University
Business
St. Anselm's
Nursing
LPL Financial December 2013 - Present
LPL Finanical August 2012 - December 2013
MassMutual Financial Group October 2011 - August 2012
Skills
Conflict & Negotiation..., Microsoft Office,..., Quickbase, Sharepoint,..., Vendor Management, MS Project, SDLC, Management, Program Management, Resource Management, Project Planning, Project Management, Budgets, Enterprise Software, SharePoint, Process Improvement, Consulting, Requirements Analysis, Software Documentation, Business Process, Software Implementation, Training, Software Project..., Visio, Microsoft Project
Education
Southern New Hampshire University
Business
St. Anselm's
Nursing
John Zazenski's LPL Financial Experience November 2008 - July 2010
Job Engineering Program Manager at Google
Industry Internet
Experience
Google August 2014 - Present
Google July 2012 - August 2014
Stryker January 2012 - July 2012
Stryker September 2010 - January 2012
LPL Financial November 2008 - July 2010
US Army May 2004 - November 2008
Skills
CFA Level II Candidate, Oracle Applications, Series 7, AgilePLM, Series 66, Uniform Combined State..., Lean Manufacturing, Leadership, Strategy, Military, Financial Analysis, Chartered Financial..., Cross-functional Team..., Organizational..., Strategic Planning, Management, DoD, Employee Engagement, Team Building, Customer Service, Military Training, Public Speaking, Finance, Security Clearance, Logistics, Government, Program Management, Process Improvement
Education
Stanford University 2015 — 2016
SAPM (Stanford Advanced Project Management)
Santa Clara University 2000 — 2004
Bachelor of Science (B.Sc.), Organizational Management
CFA Institute
CFA Level II Candidate
Google August 2014 - Present
Google July 2012 - August 2014
Stryker January 2012 - July 2012
Stryker September 2010 - January 2012
LPL Financial November 2008 - July 2010
US Army May 2004 - November 2008
Skills
CFA Level II Candidate, Oracle Applications, Series 7, AgilePLM, Series 66, Uniform Combined State..., Lean Manufacturing, Leadership, Strategy, Military, Financial Analysis, Chartered Financial..., Cross-functional Team..., Organizational..., Strategic Planning, Management, DoD, Employee Engagement, Team Building, Customer Service, Military Training, Public Speaking, Finance, Security Clearance, Logistics, Government, Program Management, Process Improvement
Education
Stanford University 2015 — 2016
SAPM (Stanford Advanced Project Management)
Santa Clara University 2000 — 2004
Bachelor of Science (B.Sc.), Organizational Management
CFA Institute
CFA Level II Candidate
Brendon Johnston's LPL Financial Experience August 2010 - Present
Job Sr. Solutions Architect at LPL Financial
Industry Financial Services
Experience
LPL Financial August 2010 - Present
Highmark Inc. and EBDS (A Former Highmark Company) August 2008 - July 2010
American Eagle Outfitters February 2007 - August 2008
SAE International December 2000 - February 2007
Skills
.NET, AJAX, Agile Methodologies, Scrum, C#, Microsoft SQL Server, JavaScript, WCF, ASP.NET, SQL, Visual Studio, SOA, Design Patterns, Enterprise Architecture, Test Driven Development, T-SQL
Education
Slippery Rock University of Pennsylvania 1995 — 1999
BS, Computer Science
LPL Financial August 2010 - Present
Highmark Inc. and EBDS (A Former Highmark Company) August 2008 - July 2010
American Eagle Outfitters February 2007 - August 2008
SAE International December 2000 - February 2007
Skills
.NET, AJAX, Agile Methodologies, Scrum, C#, Microsoft SQL Server, JavaScript, WCF, ASP.NET, SQL, Visual Studio, SOA, Design Patterns, Enterprise Architecture, Test Driven Development, T-SQL
Education
Slippery Rock University of Pennsylvania 1995 — 1999
BS, Computer Science
John Niimi's LPL Financial Experience October 2010 - Present
Job Solutions Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial October 2010 - Present
Pupukea Project Management January 2001 - September 2011
Charles Schwab October 1984 - January 2001
Skills
Business Analysis, User Acceptance Testing, SDLC, Project Management, Process Improvement, Finance, Vendor Management, Software Development, Business Requirements, Mutual Funds
Education
San Francisco State University
MBA
University of Puget Sound
BA
LPL Financial October 2010 - Present
Pupukea Project Management January 2001 - September 2011
Charles Schwab October 1984 - January 2001
Skills
Business Analysis, User Acceptance Testing, SDLC, Project Management, Process Improvement, Finance, Vendor Management, Software Development, Business Requirements, Mutual Funds
Education
San Francisco State University
MBA
University of Puget Sound
BA
Eric Putney's LPL Financial Experience May 2002 - Present
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial May 2002 - Present
Skills
Investments, Alternative Investments, Finance, Insurance, Disability Insurance, Mortgage Lending, Financial Advisory, Series 63, 401k, Portfolio Management, Investment Advisory, Asset Management, Financial Reporting, Investment Strategies, Tax, Estate Planning
Education
Southern New Hampshire University 1995 — 1997
MBA, Business
University of New Hampshire - Whittemore School of Business and Economics 1988 — 1992
Economics
LPL Financial May 2002 - Present
Skills
Investments, Alternative Investments, Finance, Insurance, Disability Insurance, Mortgage Lending, Financial Advisory, Series 63, 401k, Portfolio Management, Investment Advisory, Asset Management, Financial Reporting, Investment Strategies, Tax, Estate Planning
Education
Southern New Hampshire University 1995 — 1997
MBA, Business
University of New Hampshire - Whittemore School of Business and Economics 1988 — 1992
Economics
Matt Engelau's LPL Financial Experience April 2006 - Present
Job Financial Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial April 2006 - Present
Skills
Retirement Planning, Series 7, 401k Rollovers, Wealth Management, IRAs, Retirement, Mutual Funds, Fixed Annuities, 529 Plans, College Savings Plans, Wealth Accumulation, Asset Allocation, Roth IRA, Investment Strategies
Education
St. Mary's College of Maryland 2001 — 2005
Bachelor of Arts (B.A.), Economics
LPL Financial April 2006 - Present
Skills
Retirement Planning, Series 7, 401k Rollovers, Wealth Management, IRAs, Retirement, Mutual Funds, Fixed Annuities, 529 Plans, College Savings Plans, Wealth Accumulation, Asset Allocation, Roth IRA, Investment Strategies
Education
St. Mary's College of Maryland 2001 — 2005
Bachelor of Arts (B.A.), Economics
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.