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.
LPL Financial Salaries. You can even request information on how much does LPL Financial pay if you want to. Learn about salaries, pros and cons of working for LPL Financial directly from the past employees.
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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
Tenille Stoudenmire Tenille Stoudenmire's LPL Financial Experience 2013 - 2013
Job Enterprise Account Manager Core Technology at Oracle
Industry Computer & Network Security
Experience
Oracle June 2014 - March 2015
Oracle December 2013 - March 2015
Georgetown University Student Association October 2011 - May 2013
LPL Financial 2013 - 2013
Georgetown University 2009 - 2013
Bisnow 2011 - 2012
Skills
Leadership, Sales, Teamwork, Research, Event Planning, Social Media, PowerPoint, Microsoft Excel, Microsoft Office, Data Analysis, Microsoft Word, Time Management, Securities, Spanish, Customer Service
Education
Georgetown University 2009 — 2013
Bachelor of Science (BS), Management, Leadership and Innovation
Oracle June 2014 - March 2015
Oracle December 2013 - March 2015
Georgetown University Student Association October 2011 - May 2013
LPL Financial 2013 - 2013
Georgetown University 2009 - 2013
Bisnow 2011 - 2012
Skills
Leadership, Sales, Teamwork, Research, Event Planning, Social Media, PowerPoint, Microsoft Excel, Microsoft Office, Data Analysis, Microsoft Word, Time Management, Securities, Spanish, Customer Service
Education
Georgetown University 2009 — 2013
Bachelor of Science (BS), Management, Leadership and Innovation
Ken Middlebrooks's LPL Financial Experience December 2007 - May 2012
Job Vice President, Registered Market Sales Manager at Bank of America Merrill Edge
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2012 - February 2015
LPL Financial December 2007 - May 2012
Merrill Lynch December 2004 - December 2007
Prudential Financial December 2003 - December 2004
Peninsula Asset Management, Inc January 1995 - December 1995
Education
Florida State University 1990 — 1994
BS Economics, Economics, Finance
Florida State University 1990 — 1994
Bachelor of Science, Economics
Bank of America Merrill Lynch July 2012 - February 2015
LPL Financial December 2007 - May 2012
Merrill Lynch December 2004 - December 2007
Prudential Financial December 2003 - December 2004
Peninsula Asset Management, Inc January 1995 - December 1995
Education
Florida State University 1990 — 1994
BS Economics, Economics, Finance
Florida State University 1990 — 1994
Bachelor of Science, Economics
Darrin Pewtress Darrin Pewtress's LPL Financial Experience December 2007 - March 2009
Job System Administrator
Industry Information Technology and Services
Experience
Community Health Systems (CHS) May 2011 - September 2011
LPL FINANCIAL December 2007 - March 2009
State of North Carolina October 2006 - May 2007
Novell, Inc. March 2004 - May 2005
San Diego Data Processing March 1996 - March 2004
San Diego Data Processing March 1996 - March 2004
San Diego National Bank February 1994 - March 1996
Skills
Active Directory, Disaster Recovery, Servers, Cluster, System Administration, Hardware, WAN, Software Documentation, Windows Server, Novell, Identity Management, Data Center, Security, DNS, Network Security, Groupwise, LDAP Administration, Virtualization, Firewalls, Windows, Troubleshooting, SAN, Network Administration, Operating Systems, Microsoft Exchange, Enterprise Architecture, Server Architecture, VMware Infrastructure, Hyper-V, VMware, Infrastructure, Technical Support, LDAP, Networking, Information Technology, DHCP
Education
Grossmont College 1988 — 1989
Computer and Information Sciences and Support Services
Grossmont College 1987 — 1989
Certificate, Computer Science
Community Health Systems (CHS) May 2011 - September 2011
LPL FINANCIAL December 2007 - March 2009
State of North Carolina October 2006 - May 2007
Novell, Inc. March 2004 - May 2005
San Diego Data Processing March 1996 - March 2004
San Diego Data Processing March 1996 - March 2004
San Diego National Bank February 1994 - March 1996
Skills
Active Directory, Disaster Recovery, Servers, Cluster, System Administration, Hardware, WAN, Software Documentation, Windows Server, Novell, Identity Management, Data Center, Security, DNS, Network Security, Groupwise, LDAP Administration, Virtualization, Firewalls, Windows, Troubleshooting, SAN, Network Administration, Operating Systems, Microsoft Exchange, Enterprise Architecture, Server Architecture, VMware Infrastructure, Hyper-V, VMware, Infrastructure, Technical Support, LDAP, Networking, Information Technology, DHCP
Education
Grossmont College 1988 — 1989
Computer and Information Sciences and Support Services
Grossmont College 1987 — 1989
Certificate, Computer Science
Karen Mahooti's LPL Financial Experience August 2013 - Present
Job Vice President, Client Insights at LPL Financial | Principal & Founder, Articulate Consulting
Industry Professional Training & Coaching
Experience
LPL Financial August 2013 - Present
Articulate Consulting January 2013 - Present
IBM September 1999 - August 2010
Skills
Business strategy, Management Consulting, Presentation Development, Presentation Coaching, Client Presentation, Training, Public Speaking, Project Management, Competitive Analysis, Value Propositions, Workshop Development, Workshop Facilitation, Customized Workshops, Meeting Planning, Market Research, Interviewing Skills, Teaching Classes, Market Intelligence, Secondary Research, Strategic Consulting, Editing, Qualitative Research, Cross-functional Team..., Analysis, Marketing Strategy, Opportunity Assessment, Presentation Design, Communication, Segmentation, Nonprofits, Thought Leadership
Education
Yale University - Yale School of Management 1997 — 1999
Master of Business Administration (MBA)
Gordon College 1990 — 1994
Bachelor of Arts (BA), International Studies & Psychology, summa cum laude
LPL Financial August 2013 - Present
Articulate Consulting January 2013 - Present
IBM September 1999 - August 2010
Skills
Business strategy, Management Consulting, Presentation Development, Presentation Coaching, Client Presentation, Training, Public Speaking, Project Management, Competitive Analysis, Value Propositions, Workshop Development, Workshop Facilitation, Customized Workshops, Meeting Planning, Market Research, Interviewing Skills, Teaching Classes, Market Intelligence, Secondary Research, Strategic Consulting, Editing, Qualitative Research, Cross-functional Team..., Analysis, Marketing Strategy, Opportunity Assessment, Presentation Design, Communication, Segmentation, Nonprofits, Thought Leadership
Education
Yale University - Yale School of Management 1997 — 1999
Master of Business Administration (MBA)
Gordon College 1990 — 1994
Bachelor of Arts (BA), International Studies & Psychology, summa cum laude
Parker Finot Parker Finot's LPL Financial Experience January 2015 - Present
Job Financial Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2015 - Present
LPL Financial August 2013 - January 2015
First Look Approval April 2013 - July 2013
Microsoft September 2012 - January 2013
220 Marketing May 2012 - August 2012
San Diego Magazine September 2006 - August 2007
Skills
Sales, Marketing, Customer Service, Business Development, Salesforce.com, Social Networking, Microsoft Excel, Outlook, Social Media Marketing, Marketing Strategy, Advertising, Social Media, Microsoft Office, PowerPoint, Event Planning, Leadership, Account Management, Complex Products, Alternative Investments, SEC, FINRA, OFAC, Financial Suitability, Compliance, Employee Training, Strategic Partnerships, Microsoft Word, Research, Photoshop, Illustrator, Press Releases, Training Materials..., Adobe Creative Suite, Adobe Acrobat, AML, Finance, Market Research, Financial Analysis, Analysis
Education
University of California, San Diego
San Diego State University-California State University 2007 — 2011
Bachelor of Arts in Liberal Arts and Sciences, Economics
Grossmont College
University of California, Santa Barbara 2005 — 2007
Point Loma High School
LPL Financial January 2015 - Present
LPL Financial August 2013 - January 2015
First Look Approval April 2013 - July 2013
Microsoft September 2012 - January 2013
220 Marketing May 2012 - August 2012
San Diego Magazine September 2006 - August 2007
Skills
Sales, Marketing, Customer Service, Business Development, Salesforce.com, Social Networking, Microsoft Excel, Outlook, Social Media Marketing, Marketing Strategy, Advertising, Social Media, Microsoft Office, PowerPoint, Event Planning, Leadership, Account Management, Complex Products, Alternative Investments, SEC, FINRA, OFAC, Financial Suitability, Compliance, Employee Training, Strategic Partnerships, Microsoft Word, Research, Photoshop, Illustrator, Press Releases, Training Materials..., Adobe Creative Suite, Adobe Acrobat, AML, Finance, Market Research, Financial Analysis, Analysis
Education
University of California, San Diego
San Diego State University-California State University 2007 — 2011
Bachelor of Arts in Liberal Arts and Sciences, Economics
Grossmont College
University of California, Santa Barbara 2005 — 2007
Point Loma High School
Alex Groth Alex Groth's LPL Financial Experience October 2011 - July 2014
Job Business Development Manager at PartnersFinancial
Industry Financial Services
Experience
NFP July 2014 - Present
LPL Financial October 2011 - July 2014
Thrivent Financial for Lutherans 2007 - October 2011
Skills
Series 7, Series 66, CRM, Data Management, Life Insurance, Life & Health Insurance..., Problem Solving, Salesforce.com
Education
Gustavus Adolphus College 2003 — 2007
Financial Economics
NFP July 2014 - Present
LPL Financial October 2011 - July 2014
Thrivent Financial for Lutherans 2007 - October 2011
Skills
Series 7, Series 66, CRM, Data Management, Life Insurance, Life & Health Insurance..., Problem Solving, Salesforce.com
Education
Gustavus Adolphus College 2003 — 2007
Financial Economics
Jason MacLean's LPL Financial Experience April 2014 - July 2014
Job Student at Grand Valley State University
Industry
Experience
Petitpren May 2014 - August 2014
LPL Financial April 2014 - July 2014
Quicken Loans May 2013 - August 2013
Ashton Technologies and Automotive Testing May 2011 - May 2013
Skills
Visual Basic, Time Management, Microsoft Excel, Critical Thinking, Access, Microsoft Word, Networking, Leadership
Education
Grand Valley State University 2012 — 2016
De La Salle Collegiate High School 2008 — 2012
Petitpren May 2014 - August 2014
LPL Financial April 2014 - July 2014
Quicken Loans May 2013 - August 2013
Ashton Technologies and Automotive Testing May 2011 - May 2013
Skills
Visual Basic, Time Management, Microsoft Excel, Critical Thinking, Access, Microsoft Word, Networking, Leadership
Education
Grand Valley State University 2012 — 2016
De La Salle Collegiate High School 2008 — 2012
Brandon Preddy Brandon Preddy's LPL Financial Experience November 2013 - May 2014
Job Finance Director at Filkey & Associates
Industry Financial Services
Experience
Filkey & Associates April 2015 - Present
College Avenue Baptist Church February 2014 - Present
Filkey & Associates September 2014 - April 2015
Guild Mortgage June 2014 - August 2014
LPL Financial November 2013 - May 2014
Advanced Targeting Systems May 2012 - November 2013
Advanced Targeting Systems September 2009 - May 2012
Advanced Targeting Systems May 2009 - September 2009
Sweet Factory May 2009 - September 2009
Westmont College September 2008 - May 2009
Skills
Microsoft Excel, Microsoft Word, Outlook, QuickBooks, PowerPoint, Computer Hardware..., Youth Leadership, Customer Service, Access, Microsoft Office, Sales, Office Administration, Final Cut Pro, Photography, Accounting
Education
San Diego State University-California State University 2010 — 2013
Bachelor of Arts (BA), Economics
University of Macau 2012 — 2012
Grossmont College 2009 — 2010
Westmont College 2007 — 2009
Christian High School 2003 — 2007
Filkey & Associates April 2015 - Present
College Avenue Baptist Church February 2014 - Present
Filkey & Associates September 2014 - April 2015
Guild Mortgage June 2014 - August 2014
LPL Financial November 2013 - May 2014
Advanced Targeting Systems May 2012 - November 2013
Advanced Targeting Systems September 2009 - May 2012
Advanced Targeting Systems May 2009 - September 2009
Sweet Factory May 2009 - September 2009
Westmont College September 2008 - May 2009
Skills
Microsoft Excel, Microsoft Word, Outlook, QuickBooks, PowerPoint, Computer Hardware..., Youth Leadership, Customer Service, Access, Microsoft Office, Sales, Office Administration, Final Cut Pro, Photography, Accounting
Education
San Diego State University-California State University 2010 — 2013
Bachelor of Arts (BA), Economics
University of Macau 2012 — 2012
Grossmont College 2009 — 2010
Westmont College 2007 — 2009
Christian High School 2003 — 2007
Andrea Ferranti Andrea Ferranti's LPL Financial Experience November 2014 - Present
Job Associate Counsel at LPL Financial
Industry Law Practice
Experience
LPL Financial November 2014 - Present
Florida International University January 2013 - June 2014
Financial Industry Regulatory Authority May 2013 - August 2013
Greenspoon Marder, P.A. January 2013 - May 2013
United States Bankruptcy Court July 2012 - July 2012
U.S. Securities & Exchange Commission August 2011 - November 2011
American Securities Group March 2008 - August 2009
Morgan Stanley Smith Barney September 2007 - March 2008
Centurion Alliance, Inc. February 2005 - August 2007
Morgan Stanley Smith Barney May 2004 - February 2005
Education
Florida International University - College of Law 2010 — 2013
Doctor of Law (J.D.)
Saint Mary's College 1999 — 2003
B.A., Economics
Westminster Academy 1985 — 1999
LPL Financial November 2014 - Present
Florida International University January 2013 - June 2014
Financial Industry Regulatory Authority May 2013 - August 2013
Greenspoon Marder, P.A. January 2013 - May 2013
United States Bankruptcy Court July 2012 - July 2012
U.S. Securities & Exchange Commission August 2011 - November 2011
American Securities Group March 2008 - August 2009
Morgan Stanley Smith Barney September 2007 - March 2008
Centurion Alliance, Inc. February 2005 - August 2007
Morgan Stanley Smith Barney May 2004 - February 2005
Education
Florida International University - College of Law 2010 — 2013
Doctor of Law (J.D.)
Saint Mary's College 1999 — 2003
B.A., Economics
Westminster Academy 1985 — 1999
Scott R. Brown Scott R. Brown's LPL Financial Experience January 2009 - Present
Job Financial Planning Asst./Registered Sales Asst. at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2009 - Present
LPL Financial January 2009 - January 2010
L.V. Thompson, Inc. April 2000 - October 2008
Skills
Strategic Financial..., Insurance, Series 7, Securities, Marketing
Education
University of Florida 1970 — 1974
B.A., Political Science, English
Florida State University 1973 — 1973
Exhange Study, London Study Program
LPL Financial January 2009 - Present
LPL Financial January 2009 - January 2010
L.V. Thompson, Inc. April 2000 - October 2008
Skills
Strategic Financial..., Insurance, Series 7, Securities, Marketing
Education
University of Florida 1970 — 1974
B.A., Political Science, English
Florida State University 1973 — 1973
Exhange Study, London Study Program
Deborah Burdick's LPL Financial Experience September 2014 - Present
Job Licensed Admin. Assistant at LPL Financial
Industry Financial Services
Experience
LPL Financial September 2014 - Present
Self-employed February 1985 - Present
LPL Financial November 2010 - November 2013
Edward Jones April 2005 - November 2010
Skills
Series 7, Wealth Management, Strategic Financial..., Investments, Retirement Planning, Mutual Funds, Investment Advisory, Asset Allocation, Retirement, Financial Advisory, Uniform Combined State..., IRAs, Series 63, Fixed Annuities, 401k Rollovers, Securities, Insurance, Finance, Life Insurance, Estate Planning, 401k
Education
University of Minnesota-Twin Cities 1975 — 1979
Bachelor's degree, Busines and Merchandising
Hamline University 1972 — 1973
LPL Financial September 2014 - Present
Self-employed February 1985 - Present
LPL Financial November 2010 - November 2013
Edward Jones April 2005 - November 2010
Skills
Series 7, Wealth Management, Strategic Financial..., Investments, Retirement Planning, Mutual Funds, Investment Advisory, Asset Allocation, Retirement, Financial Advisory, Uniform Combined State..., IRAs, Series 63, Fixed Annuities, 401k Rollovers, Securities, Insurance, Finance, Life Insurance, Estate Planning, 401k
Education
University of Minnesota-Twin Cities 1975 — 1979
Bachelor's degree, Busines and Merchandising
Hamline University 1972 — 1973
Randy Ehle Randy Ehle's LPL Financial Experience January 2000 - November 2004
Job Pastor
Industry Religious Institutions
Experience
Cold Springs Community Church August 2009 - June 2014
Titan Financial Associates January 2007 - November 2008
Craig Childress, Inc January 2007 - June 2008
Riback Wealth Management 2006 - 2008
Summit Financial Group June 2005 - August 2006
LPL Financial January 2000 - November 2004
Scudder Investments June 1998 - January 2000
North American Trust Company June 1997 - June 1998
First Trust Corporation June 1994 - May 1997
College Avenue Baptist Church 1989 - 1993
Skills
Investments, Customer Service, Marketing, Strategic Financial..., Church Events, Retirement, Retirement Planning, Leadership, Preaching, Expository Preaching, Bible teaching, Teaching, Writing, Small Group, Missions, Ministry Leadership, Christian Ministry, Life Coaching, Pastoral Counseling, Volunteer Management, Biblical Studies, Team Building, Public Speaking
Education
Western Seminary 2006 — 2014
Master of Arts
San Diego State University-California State University 1988 — 1993
BA
Grossmont College 1989 — 1990
AS
Seattle Pacific University 1982 — 1983
n/a
Bonn American High School 1978 — 1982
Cold Springs Community Church August 2009 - June 2014
Titan Financial Associates January 2007 - November 2008
Craig Childress, Inc January 2007 - June 2008
Riback Wealth Management 2006 - 2008
Summit Financial Group June 2005 - August 2006
LPL Financial January 2000 - November 2004
Scudder Investments June 1998 - January 2000
North American Trust Company June 1997 - June 1998
First Trust Corporation June 1994 - May 1997
College Avenue Baptist Church 1989 - 1993
Skills
Investments, Customer Service, Marketing, Strategic Financial..., Church Events, Retirement, Retirement Planning, Leadership, Preaching, Expository Preaching, Bible teaching, Teaching, Writing, Small Group, Missions, Ministry Leadership, Christian Ministry, Life Coaching, Pastoral Counseling, Volunteer Management, Biblical Studies, Team Building, Public Speaking
Education
Western Seminary 2006 — 2014
Master of Arts
San Diego State University-California State University 1988 — 1993
BA
Grossmont College 1989 — 1990
AS
Seattle Pacific University 1982 — 1983
n/a
Bonn American High School 1978 — 1982
Justin Bundza's LPL Financial Experience 2002 - Present
Job Bundza Wealth Management
Industry Financial Services
Experience
LPL Financial 2002 - Present
Skills
Financial Services, Series 7, Series 63, Series 65, Series 24, Investment Advisory, Investment Strategies
Education
Florida State University - College of Business
LPL Financial 2002 - Present
Skills
Financial Services, Series 7, Series 63, Series 65, Series 24, Investment Advisory, Investment Strategies
Education
Florida State University - College of Business
Ryan Borruso Ryan Borruso's LPL Financial Experience March 2013 - March 2014
Job Agent / Owner at GreatFlorida Insurance
Industry Insurance
Experience
GreatFlorida Insurance July 2014 - Present
LPL Financial March 2013 - March 2014
AB Allstate Agency October 2012 - March 2013
RB Golf November 2010 - November 2012
Teugega Country Club April 2010 - October 2012
Skills
Tournaments, Golf Courses, Golf Course Management, Sports Management, Sports Marketing, Sponsorship, Hospitality, Club, Food & Beverage, Budgets, Resorts, Purchasing, Hospitality Management, Hiring, Investments, Sporting Goods, Golf Management, Golf Club Repair, PGA, Customer Service
Education
Florida Institute of Technology 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
RFA
RFA
GreatFlorida Insurance July 2014 - Present
LPL Financial March 2013 - March 2014
AB Allstate Agency October 2012 - March 2013
RB Golf November 2010 - November 2012
Teugega Country Club April 2010 - October 2012
Skills
Tournaments, Golf Courses, Golf Course Management, Sports Management, Sports Marketing, Sponsorship, Hospitality, Club, Food & Beverage, Budgets, Resorts, Purchasing, Hospitality Management, Hiring, Investments, Sporting Goods, Golf Management, Golf Club Repair, PGA, Customer Service
Education
Florida Institute of Technology 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
RFA
RFA
Joe Egan Joe Egan's LPL Financial Experience 2011 - 2012
Job Agile Software Professional
Industry Computer Software
Experience
Three Wire Systems January 2015 - Present
Jyllion 2014 - 2014
Mitek Systems Inc. 2013 - 2014
InnovaSystems International 2012 - 2013
Learning Evolution 2012 - 2012
LPL Financial 2011 - 2012
Aspen Marketing Services 2011 - 2011
UCSD School of Medicine 2011 - 2011
National Powersport Auctions 2010 - 2011
BikeBandit.com 2008 - 2010
Skills
Software Development, .NET, Microsoft SQL Server, C#, ASP.NET, T-SQL, WCF, SQL, IIS, JavaScript, SOA, VB.NET, Web Services, Customer Service, SDLC, XML, TFS, Project Management, Enterprise Software, Software Design, E-commerce, IT Strategy, Teamwork, Enterprise Architecture, Software Quality..., Software Documentation, MySQL, Subversion, Windows, Insurance, SoapUI, Agile Methodologies, Visual Studio, Web Applications, Scrum, Databases, Integration, Software Engineering, Web Development, jQuery, Cloud Computing, Java, Design Patterns, AJAX, ASP.NET MVC, Mobile Applications, LINQ, REST, CSS, UML
Education
Georgia Institute of Technology 2015 — 2017
Master of Science (MS), Computer Science
Boston University Corporate Education Center 2008 — 2010
Certificate, Project Management
Grossmont College 2006 — 2006
International Business
Northwestern University 1993 — 2000
Bachelor of Arts (BA), Cognitive Science
Grossmont High School 1989 — 1993
Diploma
Three Wire Systems January 2015 - Present
Jyllion 2014 - 2014
Mitek Systems Inc. 2013 - 2014
InnovaSystems International 2012 - 2013
Learning Evolution 2012 - 2012
LPL Financial 2011 - 2012
Aspen Marketing Services 2011 - 2011
UCSD School of Medicine 2011 - 2011
National Powersport Auctions 2010 - 2011
BikeBandit.com 2008 - 2010
Skills
Software Development, .NET, Microsoft SQL Server, C#, ASP.NET, T-SQL, WCF, SQL, IIS, JavaScript, SOA, VB.NET, Web Services, Customer Service, SDLC, XML, TFS, Project Management, Enterprise Software, Software Design, E-commerce, IT Strategy, Teamwork, Enterprise Architecture, Software Quality..., Software Documentation, MySQL, Subversion, Windows, Insurance, SoapUI, Agile Methodologies, Visual Studio, Web Applications, Scrum, Databases, Integration, Software Engineering, Web Development, jQuery, Cloud Computing, Java, Design Patterns, AJAX, ASP.NET MVC, Mobile Applications, LINQ, REST, CSS, UML
Education
Georgia Institute of Technology 2015 — 2017
Master of Science (MS), Computer Science
Boston University Corporate Education Center 2008 — 2010
Certificate, Project Management
Grossmont College 2006 — 2006
International Business
Northwestern University 1993 — 2000
Bachelor of Arts (BA), Cognitive Science
Grossmont High School 1989 — 1993
Diploma
Greg Snoor Greg Snoor's LPL Financial Experience October 2014 - May 2015
Job Compliance Analyst for LPL Financial
Industry Financial Services
Experience
LPL Finanical May 2015 - Present
Level Four Advisory Services, LLC October 2014 - May 2015
LPL Financial October 2014 - May 2015
JP Morgan Securities, LLC August 2009 - October 2014
Wells Fargo January 2008 - July 2009
Education
Greenville College 2003 — 2007
Bachelor of Science (B.S.)
LPL Finanical May 2015 - Present
Level Four Advisory Services, LLC October 2014 - May 2015
LPL Financial October 2014 - May 2015
JP Morgan Securities, LLC August 2009 - October 2014
Wells Fargo January 2008 - July 2009
Education
Greenville College 2003 — 2007
Bachelor of Science (B.S.)
Stephen Brickley, CPA Stephen Brickley, CPA's LPL Financial Experience January 1985 - Present
Job CPA and LPL Investment Advisor Representative
Industry Financial Services
Experience
Brickley Wealth Management January 1985 - Present
LPL Financial January 1985 - Present
Stephen M Brickley Accountancy Corp January 1985 - Present
KPMG US January 1985 - July 1987
Skills
CPA, Tax, Strategic Financial..., Wealth Management, Investment Management, Investment Strategies, Estate Planning, Retirement Planning, Education Planning, Trusts, Tax Planning and..., Accounting, Tax Advisory, Investment Advisory, Holistic Financial..., Investments, Asset Allocation, Mutual Funds, Tax Strategies, Retirement, Financial Planners, Alternative Investments, Financial Planning, Financial Analysis
Education
Golden Gate University
BS, Accounting and Finance
St. Ignatius College Prepatory 1970 — 1974
Brickley Wealth Management January 1985 - Present
LPL Financial January 1985 - Present
Stephen M Brickley Accountancy Corp January 1985 - Present
KPMG US January 1985 - July 1987
Skills
CPA, Tax, Strategic Financial..., Wealth Management, Investment Management, Investment Strategies, Estate Planning, Retirement Planning, Education Planning, Trusts, Tax Planning and..., Accounting, Tax Advisory, Investment Advisory, Holistic Financial..., Investments, Asset Allocation, Mutual Funds, Tax Strategies, Retirement, Financial Planners, Alternative Investments, Financial Planning, Financial Analysis
Education
Golden Gate University
BS, Accounting and Finance
St. Ignatius College Prepatory 1970 — 1974
Vicki Holt's LPL Financial Experience December 2008 - Present
Job Investment Representative at LPL Financial
Industry Financial Services
Experience
LPL Financial December 2008 - Present
First Resource Federal Credit Union June 1999 - February 2004
Shepherd Caster Corporation April 1997 - June 1999
Florida State University January 1995 - April 1997
Florida Citrus Sports August 1994 - January 1995
Education
Florida State University 1989 — 1994
Bachelor of Science (BS), Business / Marketing
LPL Financial December 2008 - Present
First Resource Federal Credit Union June 1999 - February 2004
Shepherd Caster Corporation April 1997 - June 1999
Florida State University January 1995 - April 1997
Florida Citrus Sports August 1994 - January 1995
Education
Florida State University 1989 — 1994
Bachelor of Science (BS), Business / Marketing
Bruce Pivar Bruce Pivar's LPL Financial Experience January 2009 - Present
Job Financial Consultant
Industry Financial Services
Experience
LPL Financial January 2009 - Present
Waterstone Financial Group May 2001 - January 2009
Securities America, Inc. January 1996 - May 2001
Skills
Retirement Planning, Insurance, Long Term Care Insurance, Bonds, Stocks, Mutual Funds, Unit Investment Trusts, IRAs, Estate Tax Planning, Savings, Retirement Savings, Wealth Management, Strategic Financial..., Investments, Risk Management, Financial Analysis, Portfolio Management, Financial Services, Finance, Alternative Investments, Financial Planning
Education
Grinnell College 1977 — 1981
BS, Biology
LPL Financial January 2009 - Present
Waterstone Financial Group May 2001 - January 2009
Securities America, Inc. January 1996 - May 2001
Skills
Retirement Planning, Insurance, Long Term Care Insurance, Bonds, Stocks, Mutual Funds, Unit Investment Trusts, IRAs, Estate Tax Planning, Savings, Retirement Savings, Wealth Management, Strategic Financial..., Investments, Risk Management, Financial Analysis, Portfolio Management, Financial Services, Finance, Alternative Investments, Financial Planning
Education
Grinnell College 1977 — 1981
BS, Biology
David Stackpole David Stackpole's LPL Financial Experience January 2009 - Present
Job Independent Investment Analysis & Planning. Business Consulting
Industry Financial Services
Experience
LPL Financial January 2009 - Present
Skills
Financial Modeling, Retirement Planning, Portfolio Management, Risk Management, Securities, Asset Management, Finance, Budgets, Microsoft Office, Alternative Investments, Valuation, Data Analysis, Investment Advisory, Leadership, Strategic Planning, Public Speaking, Microsoft Excel, Analysis, Editing, Statistics, Accounting, Corporate Finance, Mergers & Acquisitions, Investments, SPSS, Mutual Funds, Series 7, Due Diligence, Writing, HTML, Photoshop, Asset Managment, Financial Planning, Excel, Budgeting, Financial Analysis, Strategic Financial..., Wealth Management
Education
Georgetown University 2004 — 2006
MBA
William & Mary 1990 — 1993
LPL Financial January 2009 - Present
Skills
Financial Modeling, Retirement Planning, Portfolio Management, Risk Management, Securities, Asset Management, Finance, Budgets, Microsoft Office, Alternative Investments, Valuation, Data Analysis, Investment Advisory, Leadership, Strategic Planning, Public Speaking, Microsoft Excel, Analysis, Editing, Statistics, Accounting, Corporate Finance, Mergers & Acquisitions, Investments, SPSS, Mutual Funds, Series 7, Due Diligence, Writing, HTML, Photoshop, Asset Managment, Financial Planning, Excel, Budgeting, Financial Analysis, Strategic Financial..., Wealth Management
Education
Georgetown University 2004 — 2006
MBA
William & Mary 1990 — 1993
Michael Balsamo Michael Balsamo's LPL Financial Experience January 2014 - Present
Job AVP of Finance at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2014 - Present
LPL Financial November 2012 - December 2013
LPL Financial May 2011 - November 2012
Keystone Dental Inc 2007 - 2010
Staples 2005 - 2007
Vanguard Car Rental 2000 - 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Access, Visual Basic, Financial Analysis, Operating Budgets, Financial Statements, Financial Accounting, Commission Plans, Oracle Applications, IFS ERP, Salesforce.com, NetSuite, PowerPoint, Business Objects, BNA (Fixed Assets), MapPoint, Javelin, Alignstar (Territory...
Education
University of Massachusetts, Amherst 1996 — 1998
Bachelor of Arts (BA), Economics
Florida Atlantic University 1993 — 1995
LPL Financial January 2014 - Present
LPL Financial November 2012 - December 2013
LPL Financial May 2011 - November 2012
Keystone Dental Inc 2007 - 2010
Staples 2005 - 2007
Vanguard Car Rental 2000 - 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Access, Visual Basic, Financial Analysis, Operating Budgets, Financial Statements, Financial Accounting, Commission Plans, Oracle Applications, IFS ERP, Salesforce.com, NetSuite, PowerPoint, Business Objects, BNA (Fixed Assets), MapPoint, Javelin, Alignstar (Territory...
Education
University of Massachusetts, Amherst 1996 — 1998
Bachelor of Arts (BA), Economics
Florida Atlantic University 1993 — 1995
Adam Seacrest Adam Seacrest's LPL Financial Experience February 2014 - Present
Job AVP, Development at LPL Financial
Industry Financial Services
Experience
LPL Financial February 2014 - Present
The Legend Group January 2012 - November 2013
The Legend Group September 2004 - January 2012
Eclipsys June 2004 - September 2004
Skills
Microsoft SQL Server, .NET, Databases, ASP.NET, Software Development, IIS, T-SQL, Database Design, Requirements Analysis, Business Intelligence, JavaScript, Web Applications, SharePoint, Business Analysis, Servers, Disaster Recovery, SQL, Database Administration, Security, C#, Visio, HTML, Windows Server, CSS, jQuery, DHTML, Web Services, IT Management, Solution Architecture, SSIS, XML, SQL Server, Stored Procedures, ASP.NET MVC, Database Management, WCF, Systems Analysis, MVC, Object Oriented Design, OOP, T-SQL Stored Procedures, Apache, Data Modeling, Product Management, Product Development, Sof
Education
Florida Atlantic University 1998 — 2002
BBA, Management Information Systems
LPL Financial February 2014 - Present
The Legend Group January 2012 - November 2013
The Legend Group September 2004 - January 2012
Eclipsys June 2004 - September 2004
Skills
Microsoft SQL Server, .NET, Databases, ASP.NET, Software Development, IIS, T-SQL, Database Design, Requirements Analysis, Business Intelligence, JavaScript, Web Applications, SharePoint, Business Analysis, Servers, Disaster Recovery, SQL, Database Administration, Security, C#, Visio, HTML, Windows Server, CSS, jQuery, DHTML, Web Services, IT Management, Solution Architecture, SSIS, XML, SQL Server, Stored Procedures, ASP.NET MVC, Database Management, WCF, Systems Analysis, MVC, Object Oriented Design, OOP, T-SQL Stored Procedures, Apache, Data Modeling, Product Management, Product Development, Sof
Education
Florida Atlantic University 1998 — 2002
BBA, Management Information Systems
Thomas S Arnold Thomas S Arnold's LPL Financial Experience November 2008 - December 2009
Job Tactical Emergency Medical Technician
Industry Security and Investigations
Experience
Paragon Systems July 2011 - Present
Pikesville Volunteer Fire Company August 2010 - Present
Coastal International Security October 2010 - September 2011
G4S Secure Solutions (USA) Inc. May 2009 - February 2011
LPL Financial November 2008 - December 2009
PSA Financial Center January 2007 - February 2008
AXA Advisors 2006 - 2007
MetLife 2005 - 2006
Legg Mason April 2003 - October 2005
Merrill Lynch July 2000 - April 2003
Skills
Firearms, Microsoft Office, Morningstar, Compliance, Securities, Supervisory Skills, Public Speaking, Emergency Medicine, Tactical Asset..., Tactical Planning, Emergency Communications, Classroom Instruction, Firearms Instruction, Law Enforcement, Closed-end Funds, CCTV, Top Secret, Facility Security, Security, Enforcement, Investments, Strategic Financial..., Classroom, Security Management, Surveillance, Physical Security, Personal Protection, Corporate Security, Risk Management, Government, Private Investigations, Protection, Police, Counterterrorism, Training, Security Clearance, Crisis Management, Emergency Management, Asset Protection, Security Operations, Force Protection, Risk Assessment, Homeland Security, Tactics, First Responder, Policy, Security Training, Weapons, Intelligence, Patrol
Education
American College 2003 — 2008
Financial Services Continuing Education, Financial Services Continuing Education
David Shapell College of Jewish Studies 1995 — 1998
Jewish Studies
Hampshire College 1990 — 1996
BA, History
The Hebrew University 1992 — 1993
Documentary History
The Watkinson School 1985 — 1990
High School
Paragon Systems July 2011 - Present
Pikesville Volunteer Fire Company August 2010 - Present
Coastal International Security October 2010 - September 2011
G4S Secure Solutions (USA) Inc. May 2009 - February 2011
LPL Financial November 2008 - December 2009
PSA Financial Center January 2007 - February 2008
AXA Advisors 2006 - 2007
MetLife 2005 - 2006
Legg Mason April 2003 - October 2005
Merrill Lynch July 2000 - April 2003
Skills
Firearms, Microsoft Office, Morningstar, Compliance, Securities, Supervisory Skills, Public Speaking, Emergency Medicine, Tactical Asset..., Tactical Planning, Emergency Communications, Classroom Instruction, Firearms Instruction, Law Enforcement, Closed-end Funds, CCTV, Top Secret, Facility Security, Security, Enforcement, Investments, Strategic Financial..., Classroom, Security Management, Surveillance, Physical Security, Personal Protection, Corporate Security, Risk Management, Government, Private Investigations, Protection, Police, Counterterrorism, Training, Security Clearance, Crisis Management, Emergency Management, Asset Protection, Security Operations, Force Protection, Risk Assessment, Homeland Security, Tactics, First Responder, Policy, Security Training, Weapons, Intelligence, Patrol
Education
American College 2003 — 2008
Financial Services Continuing Education, Financial Services Continuing Education
David Shapell College of Jewish Studies 1995 — 1998
Jewish Studies
Hampshire College 1990 — 1996
BA, History
The Hebrew University 1992 — 1993
Documentary History
The Watkinson School 1985 — 1990
High School
ANTONIO DAVIS, CAMS's LPL Financial Experience August 2005 - June 2007
Job SupervisorGovernment Reporting at MoneyGram International
Industry Financial Services
Experience
MoneyGram International March 2012 - Present
First Southwest Company May 2008 - April 2012
LPL Financial August 2005 - June 2007
Merrill Lynch January 1999 - May 2005
Fidelity Investments October 1997 - January 1999
Skills
Series 63, Series 7, AML, Series 24, Compliance, Series 6, CAMS, Series 53, FINRA, Financial Risk, Bloomberg, USA PATRIOT Act, Securities, OFAC, Fixed Income, Equities, Capital Markets, Certified Anti-Money..., Compliance Training, Anti Money Laundering, Financial Services, Credit, Securities Regulation, Financial Regulation, Bank Secrecy Act, Sanction, Mutual Funds, KYC, Broker-Dealer, Fraud, Financial Institutions, Finance, Risk Assessment, Texas Notary, Hedge Funds, FCPA, Options, Operational Risk...
Education
Grambling State University 1991 — 1994
B.A., POLITICAL SCIENCE
Southern University and Agricultural and Mechanical College at Baton Rouge 1990 — 1991
POLITICAL SCIENCE
MoneyGram International March 2012 - Present
First Southwest Company May 2008 - April 2012
LPL Financial August 2005 - June 2007
Merrill Lynch January 1999 - May 2005
Fidelity Investments October 1997 - January 1999
Skills
Series 63, Series 7, AML, Series 24, Compliance, Series 6, CAMS, Series 53, FINRA, Financial Risk, Bloomberg, USA PATRIOT Act, Securities, OFAC, Fixed Income, Equities, Capital Markets, Certified Anti-Money..., Compliance Training, Anti Money Laundering, Financial Services, Credit, Securities Regulation, Financial Regulation, Bank Secrecy Act, Sanction, Mutual Funds, KYC, Broker-Dealer, Fraud, Financial Institutions, Finance, Risk Assessment, Texas Notary, Hedge Funds, FCPA, Options, Operational Risk...
Education
Grambling State University 1991 — 1994
B.A., POLITICAL SCIENCE
Southern University and Agricultural and Mechanical College at Baton Rouge 1990 — 1991
POLITICAL SCIENCE
alyson linda alyson linda's LPL Financial Experience December 2013 - Present
Job Associate Paralegal
Industry Financial Services
Experience
LPL Financial December 2013 - Present
MalisLaw August 2012 - May 2013
AA, ACCIDENT ATTORNEYS June 2009 - July 2012
Azimy & Nathan, LLP September 2008 - June 2009
Republic Services - RECYCLING DIVISION September 2007 - July 2008
CBS Radio June 2005 - October 2006
Skills
Litigation Management, Personal Injury, Civil Litigation, Legal Writing, Insurance, Legal Research, Subrogation, Torts, Courts, Alternative Dispute..., Litigation Support, Mediation, Claims, Depositions, Liability, Premises Liability, Civil, Pleadings, Personal Injury..., Bad Faith, Contract Negotiation, Claims Management, Investigation, Automobile Accidents, Product Liability, Litigation, Legal Assistance, Lexis, Document Review, Westlaw, Trials, Arbitration, Intellectual Property, Paralegals, Commercial Litigation, Dispute Resolution, Business Litigation, Legal Issues, Briefs, Trademarks, Administrative Law, Trial Exhibits, Document Preparation, Securities Litigation, Legal Discovery, Document Drafting, Microsoft Office, Customer Service, Corporate Law
Education
The George Washington University 2012 — 2014
Masters of Professional Studies, Paralegal Studies
Fullerton College 2008 — 2011
ABA Approved Paralegal Certificate, Paralegal Studies
Fairleigh Dickinson University-Metropolitan Campus 2003 — 2005
Bachelor of Science, Marketing with a Concentration in Advertising/Public Relations
Johnson & Wales University 2001 — 2003
Associates Degree, Event Management
Ashland High School 1999 — 2001
LPL Financial December 2013 - Present
MalisLaw August 2012 - May 2013
AA, ACCIDENT ATTORNEYS June 2009 - July 2012
Azimy & Nathan, LLP September 2008 - June 2009
Republic Services - RECYCLING DIVISION September 2007 - July 2008
CBS Radio June 2005 - October 2006
Skills
Litigation Management, Personal Injury, Civil Litigation, Legal Writing, Insurance, Legal Research, Subrogation, Torts, Courts, Alternative Dispute..., Litigation Support, Mediation, Claims, Depositions, Liability, Premises Liability, Civil, Pleadings, Personal Injury..., Bad Faith, Contract Negotiation, Claims Management, Investigation, Automobile Accidents, Product Liability, Litigation, Legal Assistance, Lexis, Document Review, Westlaw, Trials, Arbitration, Intellectual Property, Paralegals, Commercial Litigation, Dispute Resolution, Business Litigation, Legal Issues, Briefs, Trademarks, Administrative Law, Trial Exhibits, Document Preparation, Securities Litigation, Legal Discovery, Document Drafting, Microsoft Office, Customer Service, Corporate Law
Education
The George Washington University 2012 — 2014
Masters of Professional Studies, Paralegal Studies
Fullerton College 2008 — 2011
ABA Approved Paralegal Certificate, Paralegal Studies
Fairleigh Dickinson University-Metropolitan Campus 2003 — 2005
Bachelor of Science, Marketing with a Concentration in Advertising/Public Relations
Johnson & Wales University 2001 — 2003
Associates Degree, Event Management
Ashland High School 1999 — 2001
Demetra Moore Demetra Moore's LPL Financial Experience November 2014 - Present
Job Integration Manager at LPL Financial
Industry Professional Training & Coaching
Experience
LPL Financial November 2014 - Present
Moore Out of Life, Inc September 2007 - Present
LPL Financial August 2003 - November 2014
Skills
Coaching, Staff Development, Mentoring, Career Development, Interview Coaching, Leadership Development, Job Coaching, Training Delivery, Employee Engagement, Organizational..., Workshop Facilitation, Teaching, Management, Training, Succession Planning, Onboarding, Conflict Resolution, Executive Coaching, Performance Management, Process Improvement, Public Speaking, Interviews, Recruiting, Talent Management, Employee Training, Leadership, Philanthropy, Career Counseling, Strategic Planning, Employee Relations, Program Management, Motivational Speaking, Role Model, Customer Service, Performance Improvement, Organizational..., Human Resources, Team Leadership, Team Building, Instructional Design, Resume Writing, Captivate, Life Coaching, E-Learning
Education
Institute of Professional Excellence in Coaching 2010 — 2011
Professional Development Coach, Coaching and Development
Francis Marion University 1997 — 2001
BBA, Business Administration
Wilson High School 1994 — 1997
High School Diploma
LPL Financial November 2014 - Present
Moore Out of Life, Inc September 2007 - Present
LPL Financial August 2003 - November 2014
Skills
Coaching, Staff Development, Mentoring, Career Development, Interview Coaching, Leadership Development, Job Coaching, Training Delivery, Employee Engagement, Organizational..., Workshop Facilitation, Teaching, Management, Training, Succession Planning, Onboarding, Conflict Resolution, Executive Coaching, Performance Management, Process Improvement, Public Speaking, Interviews, Recruiting, Talent Management, Employee Training, Leadership, Philanthropy, Career Counseling, Strategic Planning, Employee Relations, Program Management, Motivational Speaking, Role Model, Customer Service, Performance Improvement, Organizational..., Human Resources, Team Leadership, Team Building, Instructional Design, Resume Writing, Captivate, Life Coaching, E-Learning
Education
Institute of Professional Excellence in Coaching 2010 — 2011
Professional Development Coach, Coaching and Development
Francis Marion University 1997 — 2001
BBA, Business Administration
Wilson High School 1994 — 1997
High School Diploma
Doug Fultz Doug Fultz's LPL Financial Experience December 1997 - July 2006
Job External Annuity Wholesaler at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc./Global Atlantic Financial Group Limited January 2013 - Present
The Hartford July 2006 - December 2012
LPL Financial December 1997 - July 2006
Morgan Stanley Smith Barney October 1996 - November 1997
Merrill Lynch January 1995 - April 1996
Ameriprise Financial Services, Inc. January 1993 - January 1994
Skills
Series 7, Series 63, Series 65, Series 24, Variable Annuities, Fixed Annuities, Mutual Funds, Stocks, Bonds, Investment Advisory..., Life Insurance, Health Insurance, Disability Insurance, Program Management, Financial Advisory, Institutional Sales, Personal Financial...
Education
Hamilton College 1998 — 2002
Bachelor of Arts, Economics
Phillips Academy Andover MA 1986 — 1987
College Prep, Liberal Arts
Duxbury High School 1982 — 1986
High School Diploma, College Prep, 9-12
Forethought Financial Group, Inc./Global Atlantic Financial Group Limited January 2013 - Present
The Hartford July 2006 - December 2012
LPL Financial December 1997 - July 2006
Morgan Stanley Smith Barney October 1996 - November 1997
Merrill Lynch January 1995 - April 1996
Ameriprise Financial Services, Inc. January 1993 - January 1994
Skills
Series 7, Series 63, Series 65, Series 24, Variable Annuities, Fixed Annuities, Mutual Funds, Stocks, Bonds, Investment Advisory..., Life Insurance, Health Insurance, Disability Insurance, Program Management, Financial Advisory, Institutional Sales, Personal Financial...
Education
Hamilton College 1998 — 2002
Bachelor of Arts, Economics
Phillips Academy Andover MA 1986 — 1987
College Prep, Liberal Arts
Duxbury High School 1982 — 1986
High School Diploma, College Prep, 9-12
Dan Trosch's LPL Financial Experience June 2014 - May 2015
Job Global Investment Research Professional
Industry Investment Management
Experience
LPL Financial June 2014 - May 2015
Fortigent (acquired by LPL Financial in 2012) February 2006 - June 2014
West Financial Services 2002 - 2006
Folio Institutional 2000 - 2001
Todd Organization of Washington DC 1993 - 1998
Skills
Investments, Portfolio Management, Equities, Mutual Funds, Asset Management, Due Diligence, Financial Analysis, Analysis, Finance, Business Analysis, Financial Markets, Wealth Management, Investment Strategies, Alternative Investments, Asset Allocation, Hedge Funds, Investment Management
Education
Georgetown University - The McDonough School of Business 1998 — 2000
MBA, Business
University of Wisconsin-Madison 1987 — 1991
BBA, Finance
LPL Financial June 2014 - May 2015
Fortigent (acquired by LPL Financial in 2012) February 2006 - June 2014
West Financial Services 2002 - 2006
Folio Institutional 2000 - 2001
Todd Organization of Washington DC 1993 - 1998
Skills
Investments, Portfolio Management, Equities, Mutual Funds, Asset Management, Due Diligence, Financial Analysis, Analysis, Finance, Business Analysis, Financial Markets, Wealth Management, Investment Strategies, Alternative Investments, Asset Allocation, Hedge Funds, Investment Management
Education
Georgetown University - The McDonough School of Business 1998 — 2000
MBA, Business
University of Wisconsin-Madison 1987 — 1991
BBA, Finance
Joseph Masella, CIMA® Joseph Masella, CIMA®'s LPL Financial Experience September 2014 - May 2015
Job Assistant Portfolio Manager, IDB Bank
Industry Investment Management
Experience
Israel Discount Bank May 2015 - Present
LPL Financial September 2014 - May 2015
Fortigent, LLC October 2012 - September 2014
Keystone Asset Management, Inc July 2010 - September 2012
Robert W. Baird & Co. July 2007 - July 2010
Ferris Baker Watts December 2006 - July 2007
Skills
Investment Advisory, Financial Modeling, Bloomberg Terminal, Wealth Management, Financial Markets, Equities, Microsoft Excel, Asset Allocation, Fundamental Analysis, Microsoft Office, Microsoft Word, Technical Analysis, Stock Market, Investment Management, Statistical Data..., Momentum Trading, Fixed Income, Portfolio Management, Financial Analysis, Investment Strategies, Growth Strategies, VBA, ThomsonOne, Microsoft Office 2007, Microsoft CRM, Database Design, Axys, Value Investing, Growth Investing, Regression Analysis, Financial Forecasting, Series 65, Mutual Funds, Investments, Equity Research, Strategic Financial..., Valuation, Finance, Asset Management, Due Diligence, Bloomberg, Series 7, Risk Management, FactSet, Morningstar
Education
George Mason University 2005 — 2009
Bachelor of Science (BS), Finance and Financial Management Services
George Mason University - School of Business 2005 — 2009
Bachelor of Science (B.S.), Finance, General
Israel Discount Bank May 2015 - Present
LPL Financial September 2014 - May 2015
Fortigent, LLC October 2012 - September 2014
Keystone Asset Management, Inc July 2010 - September 2012
Robert W. Baird & Co. July 2007 - July 2010
Ferris Baker Watts December 2006 - July 2007
Skills
Investment Advisory, Financial Modeling, Bloomberg Terminal, Wealth Management, Financial Markets, Equities, Microsoft Excel, Asset Allocation, Fundamental Analysis, Microsoft Office, Microsoft Word, Technical Analysis, Stock Market, Investment Management, Statistical Data..., Momentum Trading, Fixed Income, Portfolio Management, Financial Analysis, Investment Strategies, Growth Strategies, VBA, ThomsonOne, Microsoft Office 2007, Microsoft CRM, Database Design, Axys, Value Investing, Growth Investing, Regression Analysis, Financial Forecasting, Series 65, Mutual Funds, Investments, Equity Research, Strategic Financial..., Valuation, Finance, Asset Management, Due Diligence, Bloomberg, Series 7, Risk Management, FactSet, Morningstar
Education
George Mason University 2005 — 2009
Bachelor of Science (BS), Finance and Financial Management Services
George Mason University - School of Business 2005 — 2009
Bachelor of Science (B.S.), Finance, General
Duane Johnston Duane Johnston's LPL Financial Experience 2010 - 2010
Job Lead Application Developer ( IV ) Bank of America EST
Industry Banking
Experience
Bank of America October 2014 - Present
Bank Of America May 2013 - Present
Bank of America January 2013 - Present
Wells Fargo August 2012 - December 2012
Bank of America April 2011 - July 2012
Duke Energy Corporation February 2011 - April 2011
LPL Financial 2010 - 2010
Microsoft Corporation June 2006 - September 2008
Microsoft Corp June 1999 - June 2006
Microsoft Corp January 1999 - January 2006
Skills
.NET, C#, ASP.NET, SQL Server, Windows, Testing, VBScript, Visual Basic, Microsoft SQL Server, Agile Methodologies, SharePoint, SDLC, Software Development, Enterprise Architecture, Microsoft Technologies, Databases, Web Services, Visual Studio, Release Management, Web Development
Education
University of North Carolina 1987 — 1992
Bachelor of Science
University of North Carolina at Charlotte 1987 — 1991
BA
Gardner-Webb University 1987 — 1988
Associate's degree
Bank of America October 2014 - Present
Bank Of America May 2013 - Present
Bank of America January 2013 - Present
Wells Fargo August 2012 - December 2012
Bank of America April 2011 - July 2012
Duke Energy Corporation February 2011 - April 2011
LPL Financial 2010 - 2010
Microsoft Corporation June 2006 - September 2008
Microsoft Corp June 1999 - June 2006
Microsoft Corp January 1999 - January 2006
Skills
.NET, C#, ASP.NET, SQL Server, Windows, Testing, VBScript, Visual Basic, Microsoft SQL Server, Agile Methodologies, SharePoint, SDLC, Software Development, Enterprise Architecture, Microsoft Technologies, Databases, Web Services, Visual Studio, Release Management, Web Development
Education
University of North Carolina 1987 — 1992
Bachelor of Science
University of North Carolina at Charlotte 1987 — 1991
BA
Gardner-Webb University 1987 — 1988
Associate's degree
Danilo Kawasaki, CFP® Danilo Kawasaki, CFP®'s LPL Financial Experience October 2012 - Present
Job VP/COO at Gerber Kawasaki Wealth & Investment Management
Industry Financial Services
Experience
LPL Financial October 2012 - Present
Gerber Kawasaki Wealth & Investment Management June 2010 - Present
SagePoint Financial March 2002 - October 2012
Education
University of California, Los Angeles 2010 — 2010
Certification, Financial Planning
University of Redlands 1998 — 2000
BS, Business Administration
Foothill College 1996 — 1998
LPL Financial October 2012 - Present
Gerber Kawasaki Wealth & Investment Management June 2010 - Present
SagePoint Financial March 2002 - October 2012
Education
University of California, Los Angeles 2010 — 2010
Certification, Financial Planning
University of Redlands 1998 — 2000
BS, Business Administration
Foothill College 1996 — 1998
Anthony Petisco's LPL Financial Experience October 2011 - December 2014
Job Financial Advisor at Total Wealth Management
Industry Investment Banking
Experience
TotalBank October 2011 - Present
Raymond James Financial Inc. December 2014 - Present
LPL Financial October 2011 - December 2014
Miami-Dade County April 2011 - November 2012
Coconut Grove Bank December 2008 - October 2011
Infinex Financial Group December 2008 - October 2011
Colonial Bank January 2005 - November 2008
SunTrust Bank June 2000 - May 2005
Skills
AML, Asset Management, Banking, Business Development, Commercial Banking, Commercial Mortgages, Consumer Lending, Credit, Credit Analysis, Commercial Lending, Due Diligence, Finance, Financial Analysis, Financial Services, Investments, Loans, Mergers & Acquisitions, Mortgage Lending, Mutual Funds, Portfolio Management, Private Banking, Retail Banking, Risk Management, Securities, Series 63, Small Business Lending, Strategic Financial..., Wealth Management, Strategic Planning, Series 7, Insurance, Estate Planning, Cash Management, Financial Modeling, Financial Advisory, Investment Advisory, Asset Allocation, Relationship Management, Retirement Planning, Investment Strategies, Alternative Investments, Retirement, Fixed Income, Credit Risk, Management, Fixed Annuities, Financial Risk, Investment Management, Wealth Management..., Life Insurance
Education
Florida International University 2000 — 2003
BA, Political Science
Christopher Columbus 1997 — 2000
TotalBank October 2011 - Present
Raymond James Financial Inc. December 2014 - Present
LPL Financial October 2011 - December 2014
Miami-Dade County April 2011 - November 2012
Coconut Grove Bank December 2008 - October 2011
Infinex Financial Group December 2008 - October 2011
Colonial Bank January 2005 - November 2008
SunTrust Bank June 2000 - May 2005
Skills
AML, Asset Management, Banking, Business Development, Commercial Banking, Commercial Mortgages, Consumer Lending, Credit, Credit Analysis, Commercial Lending, Due Diligence, Finance, Financial Analysis, Financial Services, Investments, Loans, Mergers & Acquisitions, Mortgage Lending, Mutual Funds, Portfolio Management, Private Banking, Retail Banking, Risk Management, Securities, Series 63, Small Business Lending, Strategic Financial..., Wealth Management, Strategic Planning, Series 7, Insurance, Estate Planning, Cash Management, Financial Modeling, Financial Advisory, Investment Advisory, Asset Allocation, Relationship Management, Retirement Planning, Investment Strategies, Alternative Investments, Retirement, Fixed Income, Credit Risk, Management, Fixed Annuities, Financial Risk, Investment Management, Wealth Management..., Life Insurance
Education
Florida International University 2000 — 2003
BA, Political Science
Christopher Columbus 1997 — 2000
Daniel T. Foran, CFP®, CFS® Daniel T. Foran, CFP®, CFS®'s LPL Financial Experience January 1997 - October 2014
Job Wealth Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. October 2014 - Present
LPL Financial January 1997 - October 2014
Financial Network Investment Corporation, Member SIPC January 1984 - December 1996
Ford Financial Associates July 1981 - December 1983
Skills
Retirement Planning, Wealth Management, Finance, Mutual Funds, FINRA, Series 7, Series 63, Insurance, Investment Advisory, Process Improvement
Education
Hartwick College 1975 — 1979
BA, Economics
Raymond James Financial Services, Inc. October 2014 - Present
LPL Financial January 1997 - October 2014
Financial Network Investment Corporation, Member SIPC January 1984 - December 1996
Ford Financial Associates July 1981 - December 1983
Skills
Retirement Planning, Wealth Management, Finance, Mutual Funds, FINRA, Series 7, Series 63, Insurance, Investment Advisory, Process Improvement
Education
Hartwick College 1975 — 1979
BA, Economics
Jeffrey Hendershot Jeffrey Hendershot's LPL Financial Experience February 2011 - April 2013
Job VP, Business Consulting Group at First Allied Securities, Inc.
Industry Financial Services
Experience
First Allied Securities, Inc. April 2015 - Present
LPL Financial February 2011 - April 2013
Nationwide Funds Group November 2007 - December 2008
Nationwide Financial 2000 - 2007
Nationwide Financial 1999 - 2000
Nationwide Financial 1996 - 1999
Nationwide Insurance 1992 - 1996
The Ohio Company (Fifth Third Securities) 1990 - 1991
Skills
Series 7, Mutual Funds, Life Insurance, Financial Advisory, Long-term Care, Retirement, Fixed Annuities, Securities, Investments, 401k, Financial Planning, Investment Strategies, Negotiation, Series 6, Series 63, Financial Services, Creative Writing, New Business Development, Investment Advisory, Finance, Retirement Planning, Wealth Management, Technical Writing, Team Leadership, Alternative Investments, Contract Negotiation, Strategic Planning, Asset Allocation, Strategic Partnerships, User Experience, Team Building, Pensions, Variable Annuities, Management, Insurance, Sales, Relationship Management, FINRA
Education
Franklin University
MBA, Businesss Administration
The Ohio State University Fisher College of Business
BSBA, Business Administration
First Allied Securities, Inc. April 2015 - Present
LPL Financial February 2011 - April 2013
Nationwide Funds Group November 2007 - December 2008
Nationwide Financial 2000 - 2007
Nationwide Financial 1999 - 2000
Nationwide Financial 1996 - 1999
Nationwide Insurance 1992 - 1996
The Ohio Company (Fifth Third Securities) 1990 - 1991
Skills
Series 7, Mutual Funds, Life Insurance, Financial Advisory, Long-term Care, Retirement, Fixed Annuities, Securities, Investments, 401k, Financial Planning, Investment Strategies, Negotiation, Series 6, Series 63, Financial Services, Creative Writing, New Business Development, Investment Advisory, Finance, Retirement Planning, Wealth Management, Technical Writing, Team Leadership, Alternative Investments, Contract Negotiation, Strategic Planning, Asset Allocation, Strategic Partnerships, User Experience, Team Building, Pensions, Variable Annuities, Management, Insurance, Sales, Relationship Management, FINRA
Education
Franklin University
MBA, Businesss Administration
The Ohio State University Fisher College of Business
BSBA, Business Administration
David Y. Choi David Y. Choi's LPL Financial Experience 2013 - 2015
Job Georgetown University
Industry Financial Services
Experience
IBM 2015 - Present
LPL Financial 2013 - 2015
Opto Global Macro, LLC 2012 - 2013
Teach For America 2011 - 2012
CleanEdison June 2010 - August 2010
Skills
Microsoft Excel, Leadership, Social Media, Data Analysis, Research, Bloomberg Terminal, Strategy, Financial Analysis, Project Management, Team Leadership, Consulting, Finance, Teaching, Event Planning, Teamwork, Operations Management, Start-ups, Social Media Marketing, Economics, Business Process..., Customer Service, SharePoint, Microsoft SQL Server, Emerging Markets, Critical Thinking, Brand Awareness, Analytics
Education
Georgetown University 2013 — 2015
IBM 2015 - Present
LPL Financial 2013 - 2015
Opto Global Macro, LLC 2012 - 2013
Teach For America 2011 - 2012
CleanEdison June 2010 - August 2010
Skills
Microsoft Excel, Leadership, Social Media, Data Analysis, Research, Bloomberg Terminal, Strategy, Financial Analysis, Project Management, Team Leadership, Consulting, Finance, Teaching, Event Planning, Teamwork, Operations Management, Start-ups, Social Media Marketing, Economics, Business Process..., Customer Service, SharePoint, Microsoft SQL Server, Emerging Markets, Critical Thinking, Brand Awareness, Analytics
Education
Georgetown University 2013 — 2015
Leslie Bowden Leslie Bowden's LPL Financial Experience December 2014 - Present
Job Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial December 2014 - Present
Skills
Securities, Investments, Insurance, FINRA, Series 24, Series 7, Series 66, Florida 2-15, Compliance, Writing, Editing, Research, Marketing Review, Newsletters, Problem Solving, Customer Relations, Process Improvement, Due Diligence, Risk Management, Data Analysis, Designing Marketing..., Office 365, Microsoft Office 2010, Microsoft Office Xp, Excel, Financial Software, NetX 360, Albridge, Redtail, Salesforce.com, Pershing, FCC, SmartStation, NFS, CRD, RegEd, StoneRiver RegEd, SMARSH, Intuit Quickbase, Social Media, Outlook, Word, PowerPoint, Microsoft Dynamics, SEC reporting
Education
Georgia State University 2001 — 2005
BA, Communications & Marketing
LPL Financial December 2014 - Present
Skills
Securities, Investments, Insurance, FINRA, Series 24, Series 7, Series 66, Florida 2-15, Compliance, Writing, Editing, Research, Marketing Review, Newsletters, Problem Solving, Customer Relations, Process Improvement, Due Diligence, Risk Management, Data Analysis, Designing Marketing..., Office 365, Microsoft Office 2010, Microsoft Office Xp, Excel, Financial Software, NetX 360, Albridge, Redtail, Salesforce.com, Pershing, FCC, SmartStation, NFS, CRD, RegEd, StoneRiver RegEd, SMARSH, Intuit Quickbase, Social Media, Outlook, Word, PowerPoint, Microsoft Dynamics, SEC reporting
Education
Georgia State University 2001 — 2005
BA, Communications & Marketing
Omar F. Cujar, CFP® Omar F. Cujar, CFP®'s LPL Financial Experience November 2011 - Present
Job Private Wealth Advisor and Sr. Investment Representative at LPL Financial
Industry Financial Services
Experience
LPL Financial November 2011 - Present
Skills
Series 7, Financial Advisory, Wealth Management..., Certified Financial..., Investment Advisory, Investments, Wealth, Strategic Financial..., Securities, Retirement, Finance, 401k, Asset Allocation, 401k Rollovers, Variable Annuities, CERTIFIED FINANCIAL..., FINRA, Series 65, Financial Services, Series 63, Investment Strategies, Fixed Annuities, Insurance, Uniform Combined State..., Comprehensive Wealth..., Fixed Income Portfolio..., Retirement Planning, Estate Planning, Multi-generational..., IRAs, Municipal Bonds, 529 Plans, Cash Management, Series 66, Life, Health & Var..., Networking, Equity Trading, Mutual Funds, Savings, Life Insurance, Portfolio Management, Asset Management, Alternative Investments, Financial Analysis, Equities, Banking, Fixed Income, Investment Management, Risk Management, Bonds
Education
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2002
Bachelor of Arts (B.A.), Economics/Finance/Psychology
Florida Atlantic University 1999 — 2002
CFP®, Attended the FAU College of Business to attain my CFP® designation
JP Taravella High School 1994 — 1998
LPL Financial November 2011 - Present
Skills
Series 7, Financial Advisory, Wealth Management..., Certified Financial..., Investment Advisory, Investments, Wealth, Strategic Financial..., Securities, Retirement, Finance, 401k, Asset Allocation, 401k Rollovers, Variable Annuities, CERTIFIED FINANCIAL..., FINRA, Series 65, Financial Services, Series 63, Investment Strategies, Fixed Annuities, Insurance, Uniform Combined State..., Comprehensive Wealth..., Fixed Income Portfolio..., Retirement Planning, Estate Planning, Multi-generational..., IRAs, Municipal Bonds, 529 Plans, Cash Management, Series 66, Life, Health & Var..., Networking, Equity Trading, Mutual Funds, Savings, Life Insurance, Portfolio Management, Asset Management, Alternative Investments, Financial Analysis, Equities, Banking, Fixed Income, Investment Management, Risk Management, Bonds
Education
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2002
Bachelor of Arts (B.A.), Economics/Finance/Psychology
Florida Atlantic University 1999 — 2002
CFP®, Attended the FAU College of Business to attain my CFP® designation
JP Taravella High School 1994 — 1998
Noah Bonk Noah Bonk's LPL Financial Experience April 2015 - Present
Job Service Center
Industry Financial Services
Experience
LPL Financial April 2015 - Present
LPL Financial December 2013 - Present
GameStop August 2005 - May 2013
Gilbert Public Schools October 2004 - August 2006
Blockbuster December 2003 - August 2005
Skills
Merchandising, Store Management, Loss Prevention, Customer Service, Inventory Management, Store Operations, Sales, Leadership Development, Team Leadership, Business Development, Project Management, Event Planning, Coaching, Driving Results, Strong Business Acumen, Customer Satisfaction, Retail, Time Management
Education
Full Sail University 2011 — 2013
Bachelor's degree, Entertainment Business
LPL Financial April 2015 - Present
LPL Financial December 2013 - Present
GameStop August 2005 - May 2013
Gilbert Public Schools October 2004 - August 2006
Blockbuster December 2003 - August 2005
Skills
Merchandising, Store Management, Loss Prevention, Customer Service, Inventory Management, Store Operations, Sales, Leadership Development, Team Leadership, Business Development, Project Management, Event Planning, Coaching, Driving Results, Strong Business Acumen, Customer Satisfaction, Retail, Time Management
Education
Full Sail University 2011 — 2013
Bachelor's degree, Entertainment Business
Melissa Jacoby, CTFA Melissa Jacoby, CTFA's LPL Financial Experience June 2000 - August 2003
Job Senior Vice President / Northeast Regional Fiduciary Officer at U.S. Trust
Industry Financial Services
Experience
U.S. Trust September 2013 - Present
First Financial Trust, N.A. August 2011 - August 2013
WilmerHale August 2003 - December 2010
LPL Financial June 2000 - August 2003
Skills
Wealth Management..., Estate Planning, Fiduciary Services, Philanthropy, Gift Planning, Compliance, Asset Management, High Net Worth..., Mergers & Acquisitions, Executive Managment, Strategic Financial..., Asset Allocation, Investment Management, Trusts, Mutual Funds, Retirement, Investment Strategies, Small Business, Banking, Fixed Income, Insurance, Corporate Governance, Asset Protection, Financial Planning
Education
Suffolk University Law School 1997 — 2000
Juris Doctorate, Taxation
Florida State University 1994 — 1997
Bachelor of Science, Criminology
U.S. Trust September 2013 - Present
First Financial Trust, N.A. August 2011 - August 2013
WilmerHale August 2003 - December 2010
LPL Financial June 2000 - August 2003
Skills
Wealth Management..., Estate Planning, Fiduciary Services, Philanthropy, Gift Planning, Compliance, Asset Management, High Net Worth..., Mergers & Acquisitions, Executive Managment, Strategic Financial..., Asset Allocation, Investment Management, Trusts, Mutual Funds, Retirement, Investment Strategies, Small Business, Banking, Fixed Income, Insurance, Corporate Governance, Asset Protection, Financial Planning
Education
Suffolk University Law School 1997 — 2000
Juris Doctorate, Taxation
Florida State University 1994 — 1997
Bachelor of Science, Criminology
Jonathan Haulenbeek Jonathan Haulenbeek's LPL Financial Experience September 2002 - Present
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial September 2002 - Present
Varioius Places June 1987 - September 2002
Skills
Fixed Annuities, Variable Annuities, Investment Advisor..., Equities, Fixed Income, Life & Health Insurance..., Variable Life, Disability Insurance
Education
Gordon Conwell Theological Seminary 1977 — 1981
Master of Divinity (M.Div.), Theological and Ministerial Studies
Pfeiffer University 1973 — 1976
Bachelor of Arts (BA), Religion/Music
LPL Financial September 2002 - Present
Varioius Places June 1987 - September 2002
Skills
Fixed Annuities, Variable Annuities, Investment Advisor..., Equities, Fixed Income, Life & Health Insurance..., Variable Life, Disability Insurance
Education
Gordon Conwell Theological Seminary 1977 — 1981
Master of Divinity (M.Div.), Theological and Ministerial Studies
Pfeiffer University 1973 — 1976
Bachelor of Arts (BA), Religion/Music
Cameron Weigel Cameron Weigel's LPL Financial Experience June 2012 - August 2012
Job Recruiting Intern
Industry Human Resources
Experience
FiveStars August 2012 - Present
LPL Financial June 2012 - August 2012
Palo Alto Sport Shop & Toy World March 2010 - July 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Social Media, Customer Service, Sales, Facebook, Recruiting, Social Media Marketing
Education
Foothill College 2010 — 2012
Economics
FiveStars August 2012 - Present
LPL Financial June 2012 - August 2012
Palo Alto Sport Shop & Toy World March 2010 - July 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Social Media, Customer Service, Sales, Facebook, Recruiting, Social Media Marketing
Education
Foothill College 2010 — 2012
Economics
Jack Arnold Jack Arnold's LPL Financial Experience 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
LPL Financial 2010 - Present
Education
Florida State University 1999 — 2003
BS, Economics
LPL Financial 2010 - Present
Education
Florida State University 1999 — 2003
BS, Economics
Kelly Prinze Kelly Prinze's LPL Financial Experience September 2013 - Present
Job Product Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial September 2013 - Present
LPL Financial May 2010 - September 2013
LPL Financial February 2006 - May 2010
Spy Optic July 2004 - February 2006
DRAGON ALLIANCE February 2002 - July 2004
Skills
General Ledger, Accounting, Accounts Payable, Accounts Receivable, Accruals
Education
Grand Rapids Community College 1999 — 2000
Assosiates Degree, Arts
Oakland University 1997 — 1998
LPL Financial September 2013 - Present
LPL Financial May 2010 - September 2013
LPL Financial February 2006 - May 2010
Spy Optic July 2004 - February 2006
DRAGON ALLIANCE February 2002 - July 2004
Skills
General Ledger, Accounting, Accounts Payable, Accounts Receivable, Accruals
Education
Grand Rapids Community College 1999 — 2000
Assosiates Degree, Arts
Oakland University 1997 — 1998
Jason Marley Jason Marley's LPL Financial Experience 2007 - 2014
Job Senior Commercial Underwriter at GE Capital
Industry Banking
Experience
GE Capital 2014 - Present
LPL Financial 2007 - 2014
GE Capital 2004 - 2007
GE Commercial Distribution Finance 2000 - 2004
Transamerica Commercial Finance 1998 - 2000
Skills
Wealth Management, Banking, Relationship Management, Client Development, Commercial Lending, Financial Analysis, Employee Training, Financial Services, Strategic Financial..., Process Improvement, Investments, Finance, Financial Planning, Risk Management, Customer Service, Management
Education
Georgia Southern University - College of Business Administration 1995 — 1998
BBA, Marketing
GE Capital 2014 - Present
LPL Financial 2007 - 2014
GE Capital 2004 - 2007
GE Commercial Distribution Finance 2000 - 2004
Transamerica Commercial Finance 1998 - 2000
Skills
Wealth Management, Banking, Relationship Management, Client Development, Commercial Lending, Financial Analysis, Employee Training, Financial Services, Strategic Financial..., Process Improvement, Investments, Finance, Financial Planning, Risk Management, Customer Service, Management
Education
Georgia Southern University - College of Business Administration 1995 — 1998
BBA, Marketing
Robert Whelen Robert Whelen's LPL Financial Experience April 2012 - October 2012
Job Performance Analyst at Brandywine Global Investment Management
Industry Investment Management
Experience
Brandywine Global Investment Management September 2015 - Present
Janney Montgomery Scott LLC February 2014 - August 2015
Merrill Lynch June 2013 - February 2014
LPL Financial April 2012 - October 2012
Northwestern Mutual December 2011 - March 2012
Georgia Institute of Technology August 2007 - December 2011
US Navy August 2007 - October 2011
Skills
Investments, Financial Analysis, Time Management, Microsoft Office, Microsoft Excel, Data Analysis, PowerPoint, Leadership, Microsoft Word, Access, Process Improvement, Public Speaking, Strategic Planning, Project Management, Team Leadership, Analysis, Customer Service, Project Planning, Six Sigma, Program Management, Charismatic Leadership, Risk Management, Finance, Operations Management, Budgets, Management, Team Building, Financial Modeling, Training
Education
Georgia Institute of Technology 2008 — 2011
BSBA, Business Finance
Wake Forest University 2008 — 2008
ECON
Brandywine Global Investment Management September 2015 - Present
Janney Montgomery Scott LLC February 2014 - August 2015
Merrill Lynch June 2013 - February 2014
LPL Financial April 2012 - October 2012
Northwestern Mutual December 2011 - March 2012
Georgia Institute of Technology August 2007 - December 2011
US Navy August 2007 - October 2011
Skills
Investments, Financial Analysis, Time Management, Microsoft Office, Microsoft Excel, Data Analysis, PowerPoint, Leadership, Microsoft Word, Access, Process Improvement, Public Speaking, Strategic Planning, Project Management, Team Leadership, Analysis, Customer Service, Project Planning, Six Sigma, Program Management, Charismatic Leadership, Risk Management, Finance, Operations Management, Budgets, Management, Team Building, Financial Modeling, Training
Education
Georgia Institute of Technology 2008 — 2011
BSBA, Business Finance
Wake Forest University 2008 — 2008
ECON
Scott Nobles Scott Nobles's LPL Financial Experience February 2013 - June 2013
Job Web Application Architect/Developer
Industry Information Technology and Services
Experience
Apperson, Inc. August 2013 - Present
LPL Financial February 2013 - June 2013
TEKsystems September 2010 - January 2013
Cogent Software June 2006 - September 2010
Advanced Automation Consulting July 2004 - July 2006
Network Controls International January 2003 - July 2004
J.D. Edwards May 2002 - September 2002
Network Controls International January 2000 - May 2002
Policy Management Systems Corporation May 1997 - February 2000
Skills
C#, ASP.NET, ASP.NET MVC, HTML, WCF, ADO.NET, Log4Net, Microsoft SQL Server, T-SQL, LINQ, jQuery, JavaScript, NUnit, Moq, NHibernate, XML, .NET, Software Development, SOA, Entity Framework, SQL, TFS, XSLT, IIS, Windows Azure, Databases, Web Applications, REST, Architectures, Architecture, MVC
Education
University of North Carolina at Charlotte 2001 — 2003
M.S., Computer Science
Francis Marion University 1990 — 1994
B.A., French
Apperson, Inc. August 2013 - Present
LPL Financial February 2013 - June 2013
TEKsystems September 2010 - January 2013
Cogent Software June 2006 - September 2010
Advanced Automation Consulting July 2004 - July 2006
Network Controls International January 2003 - July 2004
J.D. Edwards May 2002 - September 2002
Network Controls International January 2000 - May 2002
Policy Management Systems Corporation May 1997 - February 2000
Skills
C#, ASP.NET, ASP.NET MVC, HTML, WCF, ADO.NET, Log4Net, Microsoft SQL Server, T-SQL, LINQ, jQuery, JavaScript, NUnit, Moq, NHibernate, XML, .NET, Software Development, SOA, Entity Framework, SQL, TFS, XSLT, IIS, Windows Azure, Databases, Web Applications, REST, Architectures, Architecture, MVC
Education
University of North Carolina at Charlotte 2001 — 2003
M.S., Computer Science
Francis Marion University 1990 — 1994
B.A., French
Oleg Krepper Oleg Krepper's LPL Financial Experience 2007 - 2009
Job Sr. Software Engineer at CDG, a Boeing Company
Industry Computer Software
Experience
CDG, a Boeing Company June 2014 - Present
Glidewell Dental Lab April 2012 - March 2014
NextGen Healthcare Information Systems October 2010 - April 2012
KO Solutions, LLC September 2003 - October 2010
Northrop Grumman Corporation 2010 - 2010
LPL Financial 2007 - 2009
Anthony Robbins Companies 2006 - 2007
Northrop Grumman August 2005 - March 2006
Encore Credit Corp 2005 - 2006
Axium International 2004 - 2005
Skills
C#, WCF, XML, Visual Studio, .NET, Microsoft SQL Server, T-SQL, VB.NET, WPF, WinForms, ADO.NET, Web Services, Software Design, ASP.NET, HTML, SQL, Software Development, Programming, ASP.NET AJAX, TFS, Object Oriented Design
Education
Gubkin Russian State University of Oil and Gas
CDG, a Boeing Company June 2014 - Present
Glidewell Dental Lab April 2012 - March 2014
NextGen Healthcare Information Systems October 2010 - April 2012
KO Solutions, LLC September 2003 - October 2010
Northrop Grumman Corporation 2010 - 2010
LPL Financial 2007 - 2009
Anthony Robbins Companies 2006 - 2007
Northrop Grumman August 2005 - March 2006
Encore Credit Corp 2005 - 2006
Axium International 2004 - 2005
Skills
C#, WCF, XML, Visual Studio, .NET, Microsoft SQL Server, T-SQL, VB.NET, WPF, WinForms, ADO.NET, Web Services, Software Design, ASP.NET, HTML, SQL, Software Development, Programming, ASP.NET AJAX, TFS, Object Oriented Design
Education
Gubkin Russian State University of Oil and Gas
Dawn Basore Dawn Basore's LPL Financial Experience 2009 - February 2013
Job Founder & CEO at DB's ProFuel
Industry Financial Services
Experience
DB's ProFuel July 2013 - Present
Walden Family Services Nonprofit Organization April 2013 - Present
LPL Financial 2009 - February 2013
LPL Financial 2004 - 2009
LPL Financial August 1994 - 2004
Smith Barney 1991 - 1994
Stay at Home Mom 1988 - 1991
E.F.Hutton 1985 - 1988
Skills
Series 7, Investments, Wealth Management, Mutual Funds, Investment Advisory, Series 24, Sales Management, Recruiting, Retirement Planning, FINRA, Variable Annuities, IRAs, Management, Retirement, Financial Advisory, Financial Services, Investment Strategies, Risk Management, Wealth Management..., Series 6, 401k, Alternative Investments, Asset Management, Fixed Income, Series 65, Wealth, Securities, Separately Managed..., Asset Allocation, Estate Planning, Uniform Combined State..., Fixed Annuities, Financial Planners, Business Development, Series 63, ETFs, Investment Management, Strategic Financial..., High Net Worth..., Certified Financial..., Life Insurance, Investment Advisory..., Pensions, Bonds, Relationship Management, Portfolio Management, Retirement Plan..., Options, Long-term Care, Equities
Education
San Diego Mesa College 1995 — 1997
Grossmont College 1982 — 1984
DB's ProFuel July 2013 - Present
Walden Family Services Nonprofit Organization April 2013 - Present
LPL Financial 2009 - February 2013
LPL Financial 2004 - 2009
LPL Financial August 1994 - 2004
Smith Barney 1991 - 1994
Stay at Home Mom 1988 - 1991
E.F.Hutton 1985 - 1988
Skills
Series 7, Investments, Wealth Management, Mutual Funds, Investment Advisory, Series 24, Sales Management, Recruiting, Retirement Planning, FINRA, Variable Annuities, IRAs, Management, Retirement, Financial Advisory, Financial Services, Investment Strategies, Risk Management, Wealth Management..., Series 6, 401k, Alternative Investments, Asset Management, Fixed Income, Series 65, Wealth, Securities, Separately Managed..., Asset Allocation, Estate Planning, Uniform Combined State..., Fixed Annuities, Financial Planners, Business Development, Series 63, ETFs, Investment Management, Strategic Financial..., High Net Worth..., Certified Financial..., Life Insurance, Investment Advisory..., Pensions, Bonds, Relationship Management, Portfolio Management, Retirement Plan..., Options, Long-term Care, Equities
Education
San Diego Mesa College 1995 — 1997
Grossmont College 1982 — 1984
Joseph Batus Joseph Batus's LPL Financial Experience January 2011 - Present
Job Analyst
Industry Banking
Experience
LPL Financial January 2011 - Present
Credit Suisse October 2008 - December 2010
McDermott Will & Emery LLP March 2007 - August 2008
McDermott Will & Emery LLP 2007 - 2008
Skills
Analysis
Education
Gettysburg College 2002 — 2006
Bachelor of Arts (BA), Business Administration/Management
Chaminade High School 1998 — 2002
LPL Financial January 2011 - Present
Credit Suisse October 2008 - December 2010
McDermott Will & Emery LLP March 2007 - August 2008
McDermott Will & Emery LLP 2007 - 2008
Skills
Analysis
Education
Gettysburg College 2002 — 2006
Bachelor of Arts (BA), Business Administration/Management
Chaminade High School 1998 — 2002
Brian R. Hook Brian R. Hook's LPL Financial Experience 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
LPL Financial 2013 - Present
B.R. Hook 2001 - 2012
Self-Employed 1999 - 2012
Missouri Watchdog 2010 - 2011
KTVI-TV 1995 - 1999
KFOR-TV 1994 - 1995
KAKE-TV 1993 - 1994
Education
Goshen College 1989 — 1993
Bachelor of Arts, Communication
LPL Financial 2013 - Present
B.R. Hook 2001 - 2012
Self-Employed 1999 - 2012
Missouri Watchdog 2010 - 2011
KTVI-TV 1995 - 1999
KFOR-TV 1994 - 1995
KAKE-TV 1993 - 1994
Education
Goshen College 1989 — 1993
Bachelor of Arts, Communication
Alison Byers Alison Byers's LPL Financial Experience September 2014 - Present
Job Supervisory Principal
Industry Financial Services
Experience
LPL Financial September 2014 - Present
Education
EPHS
Franklin University
BS, Financial Planning
Kent State University
LPL Financial September 2014 - Present
Education
EPHS
Franklin University
BS, Financial Planning
Kent State University
Kevin Beamon, ChFC Kevin Beamon, ChFC's LPL Financial Experience 2008 - Present
Job Chartered Financial Consultant at Camelback Wealth Strategies, LLC
Industry Investment Management
Experience
Camelback Wealth Strategies, LLC March 2008 - Present
LPL Financial 2008 - Present
Raymond James Financial Services March 1994 - March 2008
Skills
Retirement Planning, Estate Planning, Investment Advisory, Strategic Financial..., Investments, Entrepreneurship, Personal Finance, FINRA, Series 7, Mutual Funds, Series 63, Securities, Insurance, Financial Advisory, Finance, Financial Services, Management, Wealth Management..., Wealth Management, Asset Management
Education
The American College
Chartered Financial Consultant, Advanced Financial Planning
Grand Canyon University 1982 — 1987
Bachelors, Business Administration, Computer Science, and Music Education
Camelback Wealth Strategies, LLC March 2008 - Present
LPL Financial 2008 - Present
Raymond James Financial Services March 1994 - March 2008
Skills
Retirement Planning, Estate Planning, Investment Advisory, Strategic Financial..., Investments, Entrepreneurship, Personal Finance, FINRA, Series 7, Mutual Funds, Series 63, Securities, Insurance, Financial Advisory, Finance, Financial Services, Management, Wealth Management..., Wealth Management, Asset Management
Education
The American College
Chartered Financial Consultant, Advanced Financial Planning
Grand Canyon University 1982 — 1987
Bachelors, Business Administration, Computer Science, and Music Education
Suzanne Summers's LPL Financial Experience June 2010 - August 2010
Job Assistant Buyer at Ratner Companies
Industry Retail
Experience
Ratner Companies December 2013 - Present
Vocus February 2012 - May 2013
Macy's December 2011 - February 2012
Macy's July 2011 - December 2011
LPL Financial June 2010 - August 2010
Radiance Salon and Medi-Spa February 2005 - August 2009
Skills
Retail, Salons, Retail Buying, Merchandising, SKU Management, Sales, Inventory Management, Advertising, Selling, Account Management, Customer Service, Cold Calling, Social Media, Salesforce.com, Social Media Marketing, Marketing, Social Networking, CRM, Email Marketing
Education
Florida State University - College of Business 2007 — 2011
Bachelor of Science, Business Management
Ratner Companies December 2013 - Present
Vocus February 2012 - May 2013
Macy's December 2011 - February 2012
Macy's July 2011 - December 2011
LPL Financial June 2010 - August 2010
Radiance Salon and Medi-Spa February 2005 - August 2009
Skills
Retail, Salons, Retail Buying, Merchandising, SKU Management, Sales, Inventory Management, Advertising, Selling, Account Management, Customer Service, Cold Calling, Social Media, Salesforce.com, Social Media Marketing, Marketing, Social Networking, CRM, Email Marketing
Education
Florida State University - College of Business 2007 — 2011
Bachelor of Science, Business Management
Haley Ellerston, AIF® Haley Ellerston, AIF®'s LPL Financial Experience December 2010 - Present
Job LPL Financial Advisor at Hastie Financial Group
Industry Financial Services
Experience
LPL Financial December 2010 - Present
Hastie Financial Group April 2008 - Present
Skills
Series 7, Series 63, Series 66, Wealth Management, Retirement Planning, Mutual Funds, Retirement, Investment Advisory, Securities, Strategic Financial..., Investments, Estate Planning, Fixed Annuities, Asset Allocation, IRAs, Investment Strategies, 401k Rollovers, Financial Planning, Uniform Combined State...
Education
San Jose State University 2004 — 2008
Bachelor of Science (BS), Communications, minor in Legal Studies
Hartnell College 2003 — 2005
Associate's degree, General Studies
LPL Financial December 2010 - Present
Hastie Financial Group April 2008 - Present
Skills
Series 7, Series 63, Series 66, Wealth Management, Retirement Planning, Mutual Funds, Retirement, Investment Advisory, Securities, Strategic Financial..., Investments, Estate Planning, Fixed Annuities, Asset Allocation, IRAs, Investment Strategies, 401k Rollovers, Financial Planning, Uniform Combined State...
Education
San Jose State University 2004 — 2008
Bachelor of Science (BS), Communications, minor in Legal Studies
Hartnell College 2003 — 2005
Associate's degree, General Studies
Gino Petitta Gino Petitta's LPL Financial Experience March 2003 - Present
Job President at Shield Financial Group LPL Financial Advisor
Industry Financial Services
Experience
Shield Financial Group April 2003 - Present
LPL Financial March 2003 - Present
Smith Barney May 2001 - March 2003
Comerica Securities February 1994 - May 2001
Comerica Bank January 1992 - February 1994
Education
Grand Valley State University 1987 — 1991
Bachelor of Business Administration, Finance - Seidman School of Business
Shield Financial Group April 2003 - Present
LPL Financial March 2003 - Present
Smith Barney May 2001 - March 2003
Comerica Securities February 1994 - May 2001
Comerica Bank January 1992 - February 1994
Education
Grand Valley State University 1987 — 1991
Bachelor of Business Administration, Finance - Seidman School of Business
David Collett David Collett's LPL Financial Experience 1996 - 2001
Job Partner, Chief Operating Officer, Chief Financial Officer UAT
Industry Financial Services
Experience
UAT Inc. 2012 - Present
Butler And Tink Ventures, LLC May 2010 - Present
Signature Capital Advisers, LLC February 2011 - November 2011
Signature Group Holdings, Inc. (SGGH.PK) February 2011 - November 2011
UNX LLC 2007 - 2010
Countrywide Financial 2005 - 2007
Western Asset Management 2004 - 2005
Jackson National Life 2001 - 2004
LPL Financial 1996 - 2001
Franklin Templeton Group 1993 - 1996
Skills
Strategy, Process Improvement, Mergers, Management Consulting, Due Diligence, Strategic Planning, Corporate Finance, Financial Reporting, Private Equity, Mergers & Acquisitions, Business Strategy, Financial Modeling, Budgets, Capital Raising, Investments, Investor Relations, Finance, Analysis, Cash Management, Asset Management, Leadership, Financial Analysis, Strategic Financial..., Human Resources, Accounting, Sarbanes-Oxley Act, Management
Education
Golden Gate University 1994 — 1995
MBA
Golden Gate University 1984 — 1986
BS
UAT Inc. 2012 - Present
Butler And Tink Ventures, LLC May 2010 - Present
Signature Capital Advisers, LLC February 2011 - November 2011
Signature Group Holdings, Inc. (SGGH.PK) February 2011 - November 2011
UNX LLC 2007 - 2010
Countrywide Financial 2005 - 2007
Western Asset Management 2004 - 2005
Jackson National Life 2001 - 2004
LPL Financial 1996 - 2001
Franklin Templeton Group 1993 - 1996
Skills
Strategy, Process Improvement, Mergers, Management Consulting, Due Diligence, Strategic Planning, Corporate Finance, Financial Reporting, Private Equity, Mergers & Acquisitions, Business Strategy, Financial Modeling, Budgets, Capital Raising, Investments, Investor Relations, Finance, Analysis, Cash Management, Asset Management, Leadership, Financial Analysis, Strategic Financial..., Human Resources, Accounting, Sarbanes-Oxley Act, Management
Education
Golden Gate University 1994 — 1995
MBA
Golden Gate University 1984 — 1986
BS
Henry Hank Sanchez's LPL Financial Experience July 2009 - July 2010
Job Managing Director at Oyster Consulting, LLC
Industry Financial Services
Experience
Oyster Consulting, LLC September 2010 - Present
LPL Financial July 2009 - July 2010
UVEST Financial Services July 2009 - July 2010
LPL Financial May 2006 - July 2009
TIAA-CREF 2004 - 2006
National Society of Compliance Professionals 2003 - 2006
High Mark Financial Services January 2003 - 2004
Reed Smith LLP 2001 - December 2002
NASD May 1993 - October 2001
Page & Bacek 1991 - 1993
Skills
Securities, Compliance, FINRA, Securities Law, Investment Advisory, Securities Regulation, Licensing, Mutual Funds, Risk Management, Arbitration, Expert Witness, Regulatory Requirements, Broker-Dealer, Enforcement Actions, SEC, Series 24, Hedge Funds, Investments, Series 7, Wealth Management, Insurance, Financial Risk, Alternative Investments, Equities, Financial Services, AML, Risk Assessment, Corporate Governance, Asset Management, ETFs, Options, Series 63, Equity Trading, Series 65, Management, Fixed Income, Regulations, KYC, Fraud, Uniform Combined State..., Due Diligence, Private Equity, Strategy, Financial Regulation, Financial Advisory, Private Placements, 401k
Education
NASD/Wharton Institute 2003 — 2006
Certified Regulatory and Compliance Professional
Georgetown University Law Center 1985 — 1988
LLM
Rutgers University School of Law - Newark 1981 — 1984
JD
Stockton University 1974 — 1977
BA
Oyster Consulting, LLC September 2010 - Present
LPL Financial July 2009 - July 2010
UVEST Financial Services July 2009 - July 2010
LPL Financial May 2006 - July 2009
TIAA-CREF 2004 - 2006
National Society of Compliance Professionals 2003 - 2006
High Mark Financial Services January 2003 - 2004
Reed Smith LLP 2001 - December 2002
NASD May 1993 - October 2001
Page & Bacek 1991 - 1993
Skills
Securities, Compliance, FINRA, Securities Law, Investment Advisory, Securities Regulation, Licensing, Mutual Funds, Risk Management, Arbitration, Expert Witness, Regulatory Requirements, Broker-Dealer, Enforcement Actions, SEC, Series 24, Hedge Funds, Investments, Series 7, Wealth Management, Insurance, Financial Risk, Alternative Investments, Equities, Financial Services, AML, Risk Assessment, Corporate Governance, Asset Management, ETFs, Options, Series 63, Equity Trading, Series 65, Management, Fixed Income, Regulations, KYC, Fraud, Uniform Combined State..., Due Diligence, Private Equity, Strategy, Financial Regulation, Financial Advisory, Private Placements, 401k
Education
NASD/Wharton Institute 2003 — 2006
Certified Regulatory and Compliance Professional
Georgetown University Law Center 1985 — 1988
LLM
Rutgers University School of Law - Newark 1981 — 1984
JD
Stockton University 1974 — 1977
BA
Scott Gaddis's LPL Financial Experience February 2010 - Present
Job Wealth Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial February 2010 - Present
Self Employed 1976 - 2013
Morgan Stanley Smith Barney January 2006 - February 2010
Legg Mason September 2001 - January 2006
835 Beacon 1995 - 1997
Education
Framingham State College 1998 — 2000
BA, Economics
LPL Financial February 2010 - Present
Self Employed 1976 - 2013
Morgan Stanley Smith Barney January 2006 - February 2010
Legg Mason September 2001 - January 2006
835 Beacon 1995 - 1997
Education
Framingham State College 1998 — 2000
BA, Economics
David Brann David Brann's LPL Financial Experience August 2013 - Present
Job
Industry Retail
Experience
LPL Financial August 2013 - Present
Skills
Databases, Discrete Event..., Process Modeling, Simulation, Optimization, Data Mining, Predictive Analytics, Consultants, Analytics, Modeling, Predictive Modeling, Process Simulation, Analysis, Data Analysis, Simulations, Optimizations, Minitab, Business Analytics, Business Transformation, Statistical Modeling, Operations Research, Data Modeling, Segmentation
Education
Georgia Institute of Technology 1994 — 1999
MS
Massachusetts Institute of Technology 1990 — 1994
SB
LPL Financial August 2013 - Present
Skills
Databases, Discrete Event..., Process Modeling, Simulation, Optimization, Data Mining, Predictive Analytics, Consultants, Analytics, Modeling, Predictive Modeling, Process Simulation, Analysis, Data Analysis, Simulations, Optimizations, Minitab, Business Analytics, Business Transformation, Statistical Modeling, Operations Research, Data Modeling, Segmentation
Education
Georgia Institute of Technology 1994 — 1999
MS
Massachusetts Institute of Technology 1990 — 1994
SB
Charles Schwarzmiller, CPA Charles Schwarzmiller, CPA's LPL Financial Experience 2010 - Present
Job at LPL Financial
Industry Financial Services
Experience
LPL Financial 2010 - Present
Bank of New York Mellon 1997 - 2008
Federated Investors 1994 - 1997
KPMG Peat Marwick 1993 - 1994
Education
Florida Atlantic University
CPA 5th year requirement, Accounting
State College of Florida-Manatee-Sarasota
AA, Business Administration
University of Pittsburgh
BA, Economics
feng
LPL Financial 2010 - Present
Bank of New York Mellon 1997 - 2008
Federated Investors 1994 - 1997
KPMG Peat Marwick 1993 - 1994
Education
Florida Atlantic University
CPA 5th year requirement, Accounting
State College of Florida-Manatee-Sarasota
AA, Business Administration
University of Pittsburgh
BA, Economics
feng
Rohan Munshi Rohan Munshi's LPL Financial Experience March 2014 - June 2014
Job Lead Database Administrator Exadata/ Golden Gate at The Home Depot
Industry Computer Software
Experience
The Home Depot July 2014 - Present
LPL Financial March 2014 - June 2014
Apple Inc. October 2006 - March 2014
Apple October 2006 - March 2014
IT Action Gujarat Pvt. Ltd. 2005 - 2006
iCubix infotech ltd. 2004 - 2006
Matalan February 2001 - April 2004
Skills
Oracle, SQL, Databases, Linux, Unix, Requirements Analysis, Microsoft SQL Server, Mac OS X, Database Administration, Cloud Computing, Data Warehousing, Performance Tuning, Solaris, Database Design, Integration, Testing, Shell Scripting, Data Migration, SDLC, Architectures, OS X
Education
Schiller International University 2001 — 2002
MBA, IT
Schiller International University 2001 — 2002
MBA, IT
Gujarat University 1997 — 2000
Bechelor of Science, Chemistry
St. Xaviers Loyola Hall 1995 — 1997
HSc, Science
The Home Depot July 2014 - Present
LPL Financial March 2014 - June 2014
Apple Inc. October 2006 - March 2014
Apple October 2006 - March 2014
IT Action Gujarat Pvt. Ltd. 2005 - 2006
iCubix infotech ltd. 2004 - 2006
Matalan February 2001 - April 2004
Skills
Oracle, SQL, Databases, Linux, Unix, Requirements Analysis, Microsoft SQL Server, Mac OS X, Database Administration, Cloud Computing, Data Warehousing, Performance Tuning, Solaris, Database Design, Integration, Testing, Shell Scripting, Data Migration, SDLC, Architectures, OS X
Education
Schiller International University 2001 — 2002
MBA, IT
Schiller International University 2001 — 2002
MBA, IT
Gujarat University 1997 — 2000
Bechelor of Science, Chemistry
St. Xaviers Loyola Hall 1995 — 1997
HSc, Science
David Josephsohn's LPL Financial Experience 2009 - Present
Job Management and Compliance Professional, Financial Services
Industry Financial Services
Experience
LPL Financial 2009 - Present
LPL Financial February 2008 - 2009
SunTrust Investment Services 2005 - 2007
Charles Schwab 1999 - 2005
Charles Schwab 1992 - 1999
Skills
Leadership, Training, Banking, Business Development, Management, Coaching, Insurance, Sales, Financial Services, Securities
Education
Guilford College 1965 — 1973
B.S.
LPL Financial 2009 - Present
LPL Financial February 2008 - 2009
SunTrust Investment Services 2005 - 2007
Charles Schwab 1999 - 2005
Charles Schwab 1992 - 1999
Skills
Leadership, Training, Banking, Business Development, Management, Coaching, Insurance, Sales, Financial Services, Securities
Education
Guilford College 1965 — 1973
B.S.
Erin Knight's LPL Financial Experience June 2010 - Present
Job Stonegate Bank Market President MiamiDade
Industry Banking
Experience
Stonegate Bank June 2010 - Present
LPL Financial June 2010 - Present
Regions Bank May 2003 - June 2010
SouthTrust Bank November 1999 - May 2003
SunTrust Bank July 1998 - November 1999
Skills
Credit, Series 7, Private Banking, Banking, Securities, Small Business Lending, Portfolio Management, Leadership, Mutual Funds, Commercial Lending, Due Diligence, Fixed Annuities, Finance, Loans, Wealth Management, FINRA, Commercial Banking
Education
Florida State University 1994 — 1998
Bachelor of Science
Stonegate Bank June 2010 - Present
LPL Financial June 2010 - Present
Regions Bank May 2003 - June 2010
SouthTrust Bank November 1999 - May 2003
SunTrust Bank July 1998 - November 1999
Skills
Credit, Series 7, Private Banking, Banking, Securities, Small Business Lending, Portfolio Management, Leadership, Mutual Funds, Commercial Lending, Due Diligence, Fixed Annuities, Finance, Loans, Wealth Management, FINRA, Commercial Banking
Education
Florida State University 1994 — 1998
Bachelor of Science
Martina Logan Martina Logan's LPL Financial Experience January 2014 - June 2014
Job Client Services and Marketing Associate
Industry Financial Services
Experience
OneRiver Financial Group, LLC January 2015 - Present
Carolina Talent May 2014 - January 2015
LPL Financial January 2014 - June 2014
Shields Financial, LPL July 2012 - January 2014
Actor's Theatre of Charlotte 2013 - 2013
Actor's Theatre of Charlotte 2013 - 2013
Radio Disney 2011 - 2012
Skills
Research, Series 7, Customer Service, Customer Satisfaction, Investments, Financial Services, Finance, Financial Planning, Securities, Microsoft Office, Microsoft Excel, Portfolio Management, Mutual Funds
Education
Greensboro College 2007 — 2011
Bachelor of Arts (BA), Theatre/Theater
OneRiver Financial Group, LLC January 2015 - Present
Carolina Talent May 2014 - January 2015
LPL Financial January 2014 - June 2014
Shields Financial, LPL July 2012 - January 2014
Actor's Theatre of Charlotte 2013 - 2013
Actor's Theatre of Charlotte 2013 - 2013
Radio Disney 2011 - 2012
Skills
Research, Series 7, Customer Service, Customer Satisfaction, Investments, Financial Services, Finance, Financial Planning, Securities, Microsoft Office, Microsoft Excel, Portfolio Management, Mutual Funds
Education
Greensboro College 2007 — 2011
Bachelor of Arts (BA), Theatre/Theater
Yohanna Tamez Yohanna Tamez's LPL Financial Experience May 2008 - August 2008
Job Account Coordinator at LMP
Industry Marketing and Advertising
Experience
Lynne Malkoff Promotions Inc. February 2012 - Present
EbenGroup October 2010 - January 2014
Christopher & Banks August 2011 - December 2011
Texas Institute of Dermatology June 2010 - September 2010
The Daily O'Collegian August 2009 - December 2009
Pineda Covalin SA July 2009 - August 2009
Aeropostale May 2008 - August 2009
LPL Financial May 2008 - August 2008
Skills
Event Planning, Advertising, Social Media, Market Planning, Event Management, Public Speaking, Marketing, Strategic Communications, Editing, Marketing Strategy, Management, Sales, Social Media Marketing, Facebook, Online Advertising
Education
Oklahoma State University 2007 — 2011
Journalism and Broadcast, Advertising
Oklahoma State University
Bachelor of Arts (BA), Psychology
Groupe Ecole supérieure de Commerce de Dijon-Bourgogne 2009 — 2010
Marketing
Lynne Malkoff Promotions Inc. February 2012 - Present
EbenGroup October 2010 - January 2014
Christopher & Banks August 2011 - December 2011
Texas Institute of Dermatology June 2010 - September 2010
The Daily O'Collegian August 2009 - December 2009
Pineda Covalin SA July 2009 - August 2009
Aeropostale May 2008 - August 2009
LPL Financial May 2008 - August 2008
Skills
Event Planning, Advertising, Social Media, Market Planning, Event Management, Public Speaking, Marketing, Strategic Communications, Editing, Marketing Strategy, Management, Sales, Social Media Marketing, Facebook, Online Advertising
Education
Oklahoma State University 2007 — 2011
Journalism and Broadcast, Advertising
Oklahoma State University
Bachelor of Arts (BA), Psychology
Groupe Ecole supérieure de Commerce de Dijon-Bourgogne 2009 — 2010
Marketing
Lauren Miele Lauren Miele's LPL Financial Experience March 2015 - July 2015
Job Accounting/ Finance Student at FSU
Industry Accounting
Experience
LPL Financial March 2015 - July 2015
Raymond James Financial, Inc. June 2014 - July 2015
Mott and Associates March 2014 - May 2014
Top Notch Lawn Care January 2012 - March 2014
Skills
Accounts Payable, Microsoft Office, Microsoft Word, QuickBooks, Teamwork
Education
Florida State University 2015 — 2018
Bachelor's degree, Accounting and Finance
State College of Florida-Manatee-Sarasota 2014 — 2015
Associate's degree (dual enrollment), Accounting
LPL Financial March 2015 - July 2015
Raymond James Financial, Inc. June 2014 - July 2015
Mott and Associates March 2014 - May 2014
Top Notch Lawn Care January 2012 - March 2014
Skills
Accounts Payable, Microsoft Office, Microsoft Word, QuickBooks, Teamwork
Education
Florida State University 2015 — 2018
Bachelor's degree, Accounting and Finance
State College of Florida-Manatee-Sarasota 2014 — 2015
Associate's degree (dual enrollment), Accounting
Katherine Pinkley's LPL Financial Experience April 2013 - June 2015
Job Practice Manager
Industry Investment Management
Experience
Mylestone Plans July 2015 - Present
LPL Financial April 2013 - June 2015
Gold's Gym January 2012 - March 2013
Wells Fargo May 2007 - April 2011
ING August 2001 - December 2006
Skills
Financial Services, Mutual Funds, Securities, Customer Service, Microsoft Excel, Investments, Banking, Wealth Management, Asset Management, Project Management, Bank Trust, Project Planning, Detail Oriented, Data Analysis, Finance, Process Enhancement, Private Foundations, Relationship Management, Relationship Building
Education
Hamilton College 1991 — 1995
Bachelor of Arts (BA), Political Science and Government
Mylestone Plans July 2015 - Present
LPL Financial April 2013 - June 2015
Gold's Gym January 2012 - March 2013
Wells Fargo May 2007 - April 2011
ING August 2001 - December 2006
Skills
Financial Services, Mutual Funds, Securities, Customer Service, Microsoft Excel, Investments, Banking, Wealth Management, Asset Management, Project Management, Bank Trust, Project Planning, Detail Oriented, Data Analysis, Finance, Process Enhancement, Private Foundations, Relationship Management, Relationship Building
Education
Hamilton College 1991 — 1995
Bachelor of Arts (BA), Political Science and Government
Chris Dortenzio Chris Dortenzio's LPL Financial Experience June 2013 - August 2013
Job AERS Intern at Deloitte
Industry Financial Services
Experience
Deloitte June 2015 - August 2015
Shift Forex June 2014 - June 2015
Shift Forex June 2014 - August 2014
LPL Financial June 2013 - August 2013
Skills
Bloomberg Terminal, FactSet, Inventory Management, Microsoft Office, Financial Analysis, Retirement Planning, Alternative Investments, Budgets, Financial Markets, Investments, Sales, Trading, Financial Modeling, Hedge Funds, Derivatives, Valuation, Options, FX trading, Foreign Exchange, Entrepreneurship, Electronic Trading, Risk Management, FX Options, Management, FX Trading
Education
Fordham University 2013 — 2016
Bachelor's Degree, Finance, General, 3.5 GPA
Southern Connecticut State University 2012 — 2013
Bachelor's degree, Finance, General, 3.6 GPA
Deloitte June 2015 - August 2015
Shift Forex June 2014 - June 2015
Shift Forex June 2014 - August 2014
LPL Financial June 2013 - August 2013
Skills
Bloomberg Terminal, FactSet, Inventory Management, Microsoft Office, Financial Analysis, Retirement Planning, Alternative Investments, Budgets, Financial Markets, Investments, Sales, Trading, Financial Modeling, Hedge Funds, Derivatives, Valuation, Options, FX trading, Foreign Exchange, Entrepreneurship, Electronic Trading, Risk Management, FX Options, Management, FX Trading
Education
Fordham University 2013 — 2016
Bachelor's Degree, Finance, General, 3.5 GPA
Southern Connecticut State University 2012 — 2013
Bachelor's degree, Finance, General, 3.6 GPA
Natalie Buckner's LPL Financial Experience January 2014 - January 2015
Job Quality Assurance Specialist at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2014 - January 2015
Dabelgott Insurance Agency July 2013 - October 2013
Rabbitt Insurance Agency February 2011 - June 2013
HB Staffing June 2010 - February 2011
Royal Underground, LLC December 2009 - February 2010
Skills
Sales
Education
Fullerton College 2005 — 2006
Communication, General
LPL Financial January 2014 - January 2015
Dabelgott Insurance Agency July 2013 - October 2013
Rabbitt Insurance Agency February 2011 - June 2013
HB Staffing June 2010 - February 2011
Royal Underground, LLC December 2009 - February 2010
Skills
Sales
Education
Fullerton College 2005 — 2006
Communication, General
James Rector James Rector's LPL Financial Experience September 2013 - October 2013
Job Conventional Consumer Underwriter 3
Industry Financial Services
Experience
Wells Fargo Home Mortgage October 2013 - Present
LPL Financial September 2013 - October 2013
Wyndham Capital Mortgage June 2013 - August 2013
Squaretwo Financial January 2010 - May 2013
First National Bank of the South August 2005 - January 2010
Skills
Residential Mortgages, Fannie Mae, Remote Desktop, Mortgage Servicing, Collections, Collateral, Income Tax, Self-starter, Motivated self-starter, Determination, Supervisory Skills, Sustainability, Customer Service, Compliance, Quality Assurance, Quantitative Research, Call Centers, Communication, Computer Proficiency, Microsoft Office, Encompass, Eagle, Skip Tracing, Credit Cards, Credit, Credit Risk, Timely Decision Making, Underwriting, Business Understanding, Loans, Finance, Financial Risk, Financial Analysis, Mortgage Lending, Analysis, Refinance, Credit Scoring, Funding, Software Documentation, Variance Analysis, Loss Mitigation, Credit Analysis, Leadership, Home Equity Lines of..., Home Equity Loans, Strategy, Debt Settlement, Non-Conforming, Debt Consolidation, Forecasting
Education
Greenville Technical College 2002 — 2005
Associate's degree, Business Management
Wells Fargo Home Mortgage October 2013 - Present
LPL Financial September 2013 - October 2013
Wyndham Capital Mortgage June 2013 - August 2013
Squaretwo Financial January 2010 - May 2013
First National Bank of the South August 2005 - January 2010
Skills
Residential Mortgages, Fannie Mae, Remote Desktop, Mortgage Servicing, Collections, Collateral, Income Tax, Self-starter, Motivated self-starter, Determination, Supervisory Skills, Sustainability, Customer Service, Compliance, Quality Assurance, Quantitative Research, Call Centers, Communication, Computer Proficiency, Microsoft Office, Encompass, Eagle, Skip Tracing, Credit Cards, Credit, Credit Risk, Timely Decision Making, Underwriting, Business Understanding, Loans, Finance, Financial Risk, Financial Analysis, Mortgage Lending, Analysis, Refinance, Credit Scoring, Funding, Software Documentation, Variance Analysis, Loss Mitigation, Credit Analysis, Leadership, Home Equity Lines of..., Home Equity Loans, Strategy, Debt Settlement, Non-Conforming, Debt Consolidation, Forecasting
Education
Greenville Technical College 2002 — 2005
Associate's degree, Business Management
James Lacher's LPL Financial Experience 1999 - 2001
Job Bus Operator at San Luis Obispo Regional Transit Authority
Industry Transportation/Trucking/Railroad
Experience
San Luis Obispo Regional Transit Authority May 2013 - Present
Domino's Pizza November 2007 - June 2015
Intuit September 2009 - September 2010
National Jewish Hospital December 2007 - June 2008
Pizza Enterprises June 2005 - October 2007
LPL Financial 1999 - 2001
TD Ameritrade January 1995 - June 1997
Skills
Customer Service, Social Networking, Sales Management, Quickbooks, Facebook, Social Media Marketing, Marketing, QuickBooks, Retail, Management, Recruiting, Training, Coaching, Sales, Leadership Development, Time Management, Leadership, Customer Satisfaction, Inventory Management, Small Business, Analysis, Team Building, Outlook
Education
San Diego State University-California State University 1997 — 1999
Bachelor's, Business - Info Systems
Grossmont College 1991 — 1997
Associate's, General
Grossmont High School 1989 — 1990
Diploma, General
Patrick Henry 1987 — 1989
San Luis Obispo Regional Transit Authority May 2013 - Present
Domino's Pizza November 2007 - June 2015
Intuit September 2009 - September 2010
National Jewish Hospital December 2007 - June 2008
Pizza Enterprises June 2005 - October 2007
LPL Financial 1999 - 2001
TD Ameritrade January 1995 - June 1997
Skills
Customer Service, Social Networking, Sales Management, Quickbooks, Facebook, Social Media Marketing, Marketing, QuickBooks, Retail, Management, Recruiting, Training, Coaching, Sales, Leadership Development, Time Management, Leadership, Customer Satisfaction, Inventory Management, Small Business, Analysis, Team Building, Outlook
Education
San Diego State University-California State University 1997 — 1999
Bachelor's, Business - Info Systems
Grossmont College 1991 — 1997
Associate's, General
Grossmont High School 1989 — 1990
Diploma, General
Patrick Henry 1987 — 1989
Chris Boonsawang Chris Boonsawang's LPL Financial Experience May 2013 - Present
Job Sr. Compliance Analyst/Infrastructure Risk Management at LPL Financial
Industry Information Technology and Services
Experience
LPL Financial May 2013 - Present
Iron Mountain September 2010 - May 2013
Deloitte August 2011 - September 2011
General Electric January 2010 - May 2010
Georgia State University January 2010 - May 2010
Skills
Information Security..., Security, Disaster Recovery, Process Improvement, Business Analysis, Information Security, Business Intelligence, Active Directory, Project Management, Network Security
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2010
BBA, Computer Information Systems
Georgia Perimeter College 2002 — 2008
Associate, Business Administration
LPL Financial May 2013 - Present
Iron Mountain September 2010 - May 2013
Deloitte August 2011 - September 2011
General Electric January 2010 - May 2010
Georgia State University January 2010 - May 2010
Skills
Information Security..., Security, Disaster Recovery, Process Improvement, Business Analysis, Information Security, Business Intelligence, Active Directory, Project Management, Network Security
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2010
BBA, Computer Information Systems
Georgia Perimeter College 2002 — 2008
Associate, Business Administration
Jair Javier Gamiz Silveyra's LPL Financial Experience December 2012 - February 2014
Job Vice President Private Client Advisor at J.P. Morgan Chase Bank N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, NA August 2014 - Present
Merrill Lynch February 2014 - August 2014
Revolution Wealth Management December 2012 - February 2014
LPL Financial December 2012 - February 2014
JPMorgan Chase & Co. July 2011 - December 2012
Chase November 2007 - July 2011
Holland Hospital June 1998 - November 2007
U.S. Commercial Service May 2007 - August 2007
Education
Jones International University 2008 — 2010
Master of Business Administration (M.B.A.), Finance
Grand Valley State University 2004 — 2007
Bachelor of Business Administration (B.B.A.), International Business and Finance
JP Morgan Chase Bank, NA August 2014 - Present
Merrill Lynch February 2014 - August 2014
Revolution Wealth Management December 2012 - February 2014
LPL Financial December 2012 - February 2014
JPMorgan Chase & Co. July 2011 - December 2012
Chase November 2007 - July 2011
Holland Hospital June 1998 - November 2007
U.S. Commercial Service May 2007 - August 2007
Education
Jones International University 2008 — 2010
Master of Business Administration (M.B.A.), Finance
Grand Valley State University 2004 — 2007
Bachelor of Business Administration (B.B.A.), International Business and Finance
Raymond Alford's LPL Financial Experience February 2015 - May 2015
Job
Industry Accounting
Experience
Cel-Fi, Cell Phone Smart Signal Booster, by Nextivity June 2015 - Present
LPL Financial February 2015 - May 2015
Kaiser Permanente October 2014 - January 2015
Holliway Medical Clinic LLC June 2006 - August 2013
Abercrombie and Fitch December 2008 - May 2009
Skills
Invoicing, Microsoft Word, Account Reconciliation, Accounting
Education
Grambling State University
Bachelors of Science, Accounting
Cel-Fi, Cell Phone Smart Signal Booster, by Nextivity June 2015 - Present
LPL Financial February 2015 - May 2015
Kaiser Permanente October 2014 - January 2015
Holliway Medical Clinic LLC June 2006 - August 2013
Abercrombie and Fitch December 2008 - May 2009
Skills
Invoicing, Microsoft Word, Account Reconciliation, Accounting
Education
Grambling State University
Bachelors of Science, Accounting
curie harris curie harris's LPL Financial Experience January 2007 - Present
Job Senior Ops Specialist
Industry Financial Services
Experience
LPL Financial January 2007 - Present
several private boats January 2007 - January 2014
Education
Grossmont College
Sacramento City College
San Diego Mesa College
LPL Financial January 2007 - Present
several private boats January 2007 - January 2014
Education
Grossmont College
Sacramento City College
San Diego Mesa College
Jerrawi Gowdy Jerrawi Gowdy's LPL Financial Experience March 2013 - July 2014
Job Commercial Support Engineer/Advanced Product Support Specialist
Industry Telecommunications
Experience
Time Warner Cable Business Class July 2014 - Present
LPL Financial March 2013 - July 2014
Verizon Wireless October 2005 - July 2012
Skills
Troubleshooting, Technical Support, XP, Windows 7, Software Installation, Operating Systems, Help Desk Support, Laptops, Android, Windows, iOS, Mobile Communications, Blackberry, Wireless Networking, System Deployment, Windows XP, Blackberry Enterprise..., Call Centers, Hardware, WAN, Microsoft Office, Customer Service, Networking
Education
Francis Marion University 2001 — 2006
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Time Warner Cable Business Class July 2014 - Present
LPL Financial March 2013 - July 2014
Verizon Wireless October 2005 - July 2012
Skills
Troubleshooting, Technical Support, XP, Windows 7, Software Installation, Operating Systems, Help Desk Support, Laptops, Android, Windows, iOS, Mobile Communications, Blackberry, Wireless Networking, System Deployment, Windows XP, Blackberry Enterprise..., Call Centers, Hardware, WAN, Microsoft Office, Customer Service, Networking
Education
Francis Marion University 2001 — 2006
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
James Stoddard James Stoddard's LPL Financial Experience August 2006 - January 2011
Job Director of Sales and Marketing at Capital Wealth Planning LLC
Industry Investment Management
Experience
Capital Wealth Planning March 2015 - Present
Alta Resources August 2014 - February 2015
TZ Insurance Solutions Inc. August 2013 - June 2014
VALIC January 2012 - July 2013
Financial Planning Association (FPA) 2009 - 2012
Lincoln Investment Planning January 2011 - December 2011
LPL Financial August 2006 - January 2011
Constitution Wealth Management August 2006 - January 2011
Fiancial Planning Association SWFLA 2009 - 2011
IATSE Local 38 & 647 March 1997 - April 2007
Skills
investing, Financial Planning, Group Presentations, Series 66, Insurance, Portfolio Management, Customer Relations, Retirement, Annuities, Public Speaking, Series 7, Cold Calling, Risk Management, Strategic Financial..., Asset Allocation, Investments
Education
Florida Gulf Coast University 2006 — 2010
Finance, Financial Planning
Florida Gulf Coast University 2006 — 2010
Bachelor of Science Degree, Finance
Western Michigan University 1980 — 1982
Northville High School
Wayne State University
Wayne State University
Capital Wealth Planning March 2015 - Present
Alta Resources August 2014 - February 2015
TZ Insurance Solutions Inc. August 2013 - June 2014
VALIC January 2012 - July 2013
Financial Planning Association (FPA) 2009 - 2012
Lincoln Investment Planning January 2011 - December 2011
LPL Financial August 2006 - January 2011
Constitution Wealth Management August 2006 - January 2011
Fiancial Planning Association SWFLA 2009 - 2011
IATSE Local 38 & 647 March 1997 - April 2007
Skills
investing, Financial Planning, Group Presentations, Series 66, Insurance, Portfolio Management, Customer Relations, Retirement, Annuities, Public Speaking, Series 7, Cold Calling, Risk Management, Strategic Financial..., Asset Allocation, Investments
Education
Florida Gulf Coast University 2006 — 2010
Finance, Financial Planning
Florida Gulf Coast University 2006 — 2010
Bachelor of Science Degree, Finance
Western Michigan University 1980 — 1982
Northville High School
Wayne State University
Wayne State University
Allison Flanagan Allison Flanagan's LPL Financial Experience May 2011 - August 2011
Job Assistant at Canyon Point Oral Surgery
Industry Research
Experience
Canyon Point Oral Surgery May 2015 - Present
Starbucks May 2014 - May 2015
Taschler Spine and Rehab August 2013 - March 2014
The Carillon Assisted Living Center October 2011 - July 2013
The Hain Celestial Group December 2010 - November 2011
LPL Financial May 2011 - August 2011
Skills
EMT-Basic training, Cpr Certified, First Aid Certified, Qualified Medication..., Leadership, Customer Service, Microsoft Word, Time Management, Sales, Public Speaking, Data Entry, Microsoft Excel, Inventory Management, PowerPoint, Microsoft Project, Microsoft Office, Management, Event Planning
Education
George Mason University 2013 — 2015
Bachelor’s Degree, Biochemistry, Graduate
University of Colorado Boulder 2010 — 2013
Bachelor of Arts (B.A.), Biochemistry
Canyon Point Oral Surgery May 2015 - Present
Starbucks May 2014 - May 2015
Taschler Spine and Rehab August 2013 - March 2014
The Carillon Assisted Living Center October 2011 - July 2013
The Hain Celestial Group December 2010 - November 2011
LPL Financial May 2011 - August 2011
Skills
EMT-Basic training, Cpr Certified, First Aid Certified, Qualified Medication..., Leadership, Customer Service, Microsoft Word, Time Management, Sales, Public Speaking, Data Entry, Microsoft Excel, Inventory Management, PowerPoint, Microsoft Project, Microsoft Office, Management, Event Planning
Education
George Mason University 2013 — 2015
Bachelor’s Degree, Biochemistry, Graduate
University of Colorado Boulder 2010 — 2013
Bachelor of Arts (B.A.), Biochemistry
Cynthia Santana's LPL Financial Experience October 2014 - Present
Job Sr. Admin/BA Salesforce.com, LPL Financial
Industry Financial Services
Experience
LPL Financial October 2014 - Present
Remington Arms April 2011 - October 2014
United Data Technologies September 2007 - November 2010
United Data Technologies, January 2006 - September 2007
Actor's Playhouse May 2005 - February 2006
Coconut Grove Playhouse September 2000 - May 2005
Skills
Salesforce.com, Sales Operations, Analysis, Management, Microsoft Office, Marketing Strategy, Marketing, Email Marketing, Customer Service, Social Media Marketing, Public Speaking, Online Advertising, Forecasting, Sales Process, Retail, CRM, Sales, Event Management, Trade Shows, Business Analysis, Program Management
Education
Nova Southeastern University 2007 — 2009
M.S., Masters of Science in Leadership
Florida International University 2000 — 2004
B.S., Advertising and Marketing
LPL Financial October 2014 - Present
Remington Arms April 2011 - October 2014
United Data Technologies September 2007 - November 2010
United Data Technologies, January 2006 - September 2007
Actor's Playhouse May 2005 - February 2006
Coconut Grove Playhouse September 2000 - May 2005
Skills
Salesforce.com, Sales Operations, Analysis, Management, Microsoft Office, Marketing Strategy, Marketing, Email Marketing, Customer Service, Social Media Marketing, Public Speaking, Online Advertising, Forecasting, Sales Process, Retail, CRM, Sales, Event Management, Trade Shows, Business Analysis, Program Management
Education
Nova Southeastern University 2007 — 2009
M.S., Masters of Science in Leadership
Florida International University 2000 — 2004
B.S., Advertising and Marketing
Kevin Appelbaum Kevin Appelbaum's LPL Financial Experience December 2012 - September 2013
Job Investment Advisor Representative at Woodbury Financial Services
Industry Financial Services
Experience
Woodbury Financial Services September 2013 - Present
LPL Financial December 2012 - September 2013
JPMorgan Chase & Co. April 2010 - December 2012
Bank of America Merrill Lynch January 2009 - April 2010
Washington Mutual Finance Co March 2003 - January 2009
Skills
Retirement income..., Life Insurance, Long-term Care, Financial Planning, Wealth Management, Investments, Alternative Investments, Mutual Funds, Securities, Series 7, Financial Services, Asset Management, Retirement, Asset Allocation, Financial Advisory, Investment Strategies, Finance, Portfolio Management, Investment Advisory, Insurance, Fixed Annuities, Equities
Education
San Diego State University-California State University 1992 — 1995
Bachelor’s Degree, Biology/Biological Sciences, General
Grossmont College 1990 — 1992
Associate of Arts (A.A.), General Studies
Woodbury Financial Services September 2013 - Present
LPL Financial December 2012 - September 2013
JPMorgan Chase & Co. April 2010 - December 2012
Bank of America Merrill Lynch January 2009 - April 2010
Washington Mutual Finance Co March 2003 - January 2009
Skills
Retirement income..., Life Insurance, Long-term Care, Financial Planning, Wealth Management, Investments, Alternative Investments, Mutual Funds, Securities, Series 7, Financial Services, Asset Management, Retirement, Asset Allocation, Financial Advisory, Investment Strategies, Finance, Portfolio Management, Investment Advisory, Insurance, Fixed Annuities, Equities
Education
San Diego State University-California State University 1992 — 1995
Bachelor’s Degree, Biology/Biological Sciences, General
Grossmont College 1990 — 1992
Associate of Arts (A.A.), General Studies
Dobroslav Kolev Dobroslav Kolev's LPL Financial Experience February 2013 - January 2015
Job Cloud and Scalability Architect at Thycotic
Industry Information Technology and Services
Experience
Thycotic January 2015 - Present
LPL Financial February 2013 - January 2015
Planet Technologies February 2012 - December 2012
Microsoft August 2006 - February 2012
MedStar Health December 2002 - August 2006
MedStar Health 2003 - 2004
Washington Hospital 2003 - 2003
Virginia Polytechnic University 2002 - 2003
Solutions Group 2001 - 2002
Full Spectrum, Inc 2000 - 2001
Skills
C#, .NET, Software Development, SharePoint, C++, Software Design, Visual Studio, Agile Methodologies, WCF, Web Services, Software Engineering, MySQL, Cloud Computing, SQL, PHP, Powershell, Scrum, XML, Distributed Systems, Enterprise Architecture, Solution Architecture, Virtualization, Windows Azure, SQL Server, WPF, T-SQL, Silverlight, TFS, JavaScript, Architecture, Database Design, Hyper-V, Java, Web Development, Windows Server, Integration, LINQ, Windows, Databases, ASP.NET MVC, IIS, F#, XSLT, Software Project..., Testing, Perl, Requirements Analysis, Linux, SaaS, Mobile Applications
Education
George Mason University 2007 — 2011
Bachelor of Science (B.S.), Computer Science
Thycotic January 2015 - Present
LPL Financial February 2013 - January 2015
Planet Technologies February 2012 - December 2012
Microsoft August 2006 - February 2012
MedStar Health December 2002 - August 2006
MedStar Health 2003 - 2004
Washington Hospital 2003 - 2003
Virginia Polytechnic University 2002 - 2003
Solutions Group 2001 - 2002
Full Spectrum, Inc 2000 - 2001
Skills
C#, .NET, Software Development, SharePoint, C++, Software Design, Visual Studio, Agile Methodologies, WCF, Web Services, Software Engineering, MySQL, Cloud Computing, SQL, PHP, Powershell, Scrum, XML, Distributed Systems, Enterprise Architecture, Solution Architecture, Virtualization, Windows Azure, SQL Server, WPF, T-SQL, Silverlight, TFS, JavaScript, Architecture, Database Design, Hyper-V, Java, Web Development, Windows Server, Integration, LINQ, Windows, Databases, ASP.NET MVC, IIS, F#, XSLT, Software Project..., Testing, Perl, Requirements Analysis, Linux, SaaS, Mobile Applications
Education
George Mason University 2007 — 2011
Bachelor of Science (B.S.), Computer Science
Louis Frates's LPL Financial Experience February 2011 - June 2012
Job Investment Advisory Representative at Securities America, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC December 2014 - Present
James City County December 2014 - Present
NEXT Financial Group, Inc. November 2012 - September 2014
LPL Financial February 2011 - June 2012
Skills
Series 7, Retirement Planning, Alternative Investments, Estate Planning, Life & Health Insurance..., Series 65, Retirement Savings, Retirement Plan..., Return on Investment, Investment Strategies, Investment Management, 403 b, 401k, Mutual Funds, 401k Rollovers, Wealth Management, Variable Annuities, Life Insurance, Investments, Investors, Investment Advisory, Health Insurance, Term Life Insurance, Disability Insurance, Registered Investment..., General Securities..., Financial Advisory, Investment Advisory..., Securities, Securities Offerings, Securities Market, Stock Management, Stock Market, Stock Exchange, Bonds, Bond Markets, Municipal Bonds, High Yield Bonds, Government Bonds, Annuity Sales, Variable Products, Variable Life, Wealth Management..., Wealth Accumulation, Wealth Preservation..., Multi-generational..., Wealth Preservation, Trusts, Trust Services, Retirement
Education
George Mason University 2007 — 2011
Bachelor of Science (B.S.), Legal Studies, General, 3.5
Securities America, Inc. Member FINRA/SIPC December 2014 - Present
James City County December 2014 - Present
NEXT Financial Group, Inc. November 2012 - September 2014
LPL Financial February 2011 - June 2012
Skills
Series 7, Retirement Planning, Alternative Investments, Estate Planning, Life & Health Insurance..., Series 65, Retirement Savings, Retirement Plan..., Return on Investment, Investment Strategies, Investment Management, 403 b, 401k, Mutual Funds, 401k Rollovers, Wealth Management, Variable Annuities, Life Insurance, Investments, Investors, Investment Advisory, Health Insurance, Term Life Insurance, Disability Insurance, Registered Investment..., General Securities..., Financial Advisory, Investment Advisory..., Securities, Securities Offerings, Securities Market, Stock Management, Stock Market, Stock Exchange, Bonds, Bond Markets, Municipal Bonds, High Yield Bonds, Government Bonds, Annuity Sales, Variable Products, Variable Life, Wealth Management..., Wealth Accumulation, Wealth Preservation..., Multi-generational..., Wealth Preservation, Trusts, Trust Services, Retirement
Education
George Mason University 2007 — 2011
Bachelor of Science (B.S.), Legal Studies, General, 3.5
Kathy Son Kathy Son's LPL Financial Experience February 2011 - August 2011
Job Global Equity Administrator at Uber Technologies, Inc.
Industry Human Resources
Experience
Uber Technologies, Inc. November 2014 - Present
CoreLogic August 2012 - November 2014
CoreLogic September 2011 - August 2012
LPL Financial February 2011 - August 2011
LPL Financial June 2010 - August 2010
University of California at San Diego March 2009 - June 2010
Cox Communications February 2010 - May 2010
University of California at San Diego April 2008 - January 2010
Skills
Human Resources, Leadership, Time Management, Customer Service, Business Planning, Auditing, Networking, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, SharePoint, Payroll
Education
University of California, San Diego 2007 — 2011
Bachelor of Science, Management Science
Fudan University 2010 — 2010
International/Global Studies
Uber Technologies, Inc. November 2014 - Present
CoreLogic August 2012 - November 2014
CoreLogic September 2011 - August 2012
LPL Financial February 2011 - August 2011
LPL Financial June 2010 - August 2010
University of California at San Diego March 2009 - June 2010
Cox Communications February 2010 - May 2010
University of California at San Diego April 2008 - January 2010
Skills
Human Resources, Leadership, Time Management, Customer Service, Business Planning, Auditing, Networking, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, SharePoint, Payroll
Education
University of California, San Diego 2007 — 2011
Bachelor of Science, Management Science
Fudan University 2010 — 2010
International/Global Studies
Vivienne Schleu, CPA Vivienne Schleu, CPA's LPL Financial Experience May 2008 - Present
Job CPA, Investment Consultant
Industry Financial Services
Experience
LPL Financial May 2008 - Present
- January 1988 - Present
FAU 1994 - 1994
IBM January 1990 - December 1992
ADP Dealer Services February 1984 - May 1988
Skills
Securities, Investments, Accounting, Insurance, Financial Planning, Tax, Estate Planning, FINRA, Small Business, Retirement, Wealth Management, Retirement Planning, Budgeting, Wealth, Asset, Planning, Annuities, 401k, Investment Advisory, Series 7, Asset Management, Portfolio Management, Long Term Care, Financial Advisory, IRA's, Money, Fixed Annuities, IRAs, Employee Benefits, Mutual Funds, Series 63, Finance, Variable Annuities, Asset Allocation, Series 6, Alternative Investments, Financial Services, Life Insurance, Series 24, Term Life Insurance, 401k Rollovers, Roth IRA, Hedge Funds, High Net Worth..., Strategic Financial...
Education
Florida Atlantic University 1991 — 1993
Bachelor of Business Administration (BBA), Accounting
University of Florida - Warrington College Of Business 1978 — 1982
Bachelor of Business Administration (BBA), Accounting
LPL Financial May 2008 - Present
- January 1988 - Present
FAU 1994 - 1994
IBM January 1990 - December 1992
ADP Dealer Services February 1984 - May 1988
Skills
Securities, Investments, Accounting, Insurance, Financial Planning, Tax, Estate Planning, FINRA, Small Business, Retirement, Wealth Management, Retirement Planning, Budgeting, Wealth, Asset, Planning, Annuities, 401k, Investment Advisory, Series 7, Asset Management, Portfolio Management, Long Term Care, Financial Advisory, IRA's, Money, Fixed Annuities, IRAs, Employee Benefits, Mutual Funds, Series 63, Finance, Variable Annuities, Asset Allocation, Series 6, Alternative Investments, Financial Services, Life Insurance, Series 24, Term Life Insurance, 401k Rollovers, Roth IRA, Hedge Funds, High Net Worth..., Strategic Financial...
Education
Florida Atlantic University 1991 — 1993
Bachelor of Business Administration (BBA), Accounting
University of Florida - Warrington College Of Business 1978 — 1982
Bachelor of Business Administration (BBA), Accounting
Jean Jacques Borno, CFP®, CIMA® Jean Jacques Borno, CFP®, CIMA®'s LPL Financial Experience January 2008 - May 2010
Job Private Wealth Advisor for Business Owners & Professionals
Industry Investment Management
Experience
PRIVATE WEALTH CFOs LLC May 2010 - Present
LPL Financial January 2008 - May 2010
Morgan Stanley December 2005 - January 2008
Merrill Lynch January 2002 - December 2005
Skills
Private Wealth..., Investment Management, Personal Proactive..., Planning for Large Cash..., Retirement Planning, Retirement Plan..., Executive Stock..., Estate Tax Planning, Certified Financial..., Certified Investment..., Wealth Management, Wealth Management..., Strategic Financial..., Investment Advisory, Investments, Asset Allocation
Education
University of Virginia Darden School of Business 2015 — 2017
Master of Business Administration (MBA) Candidate
Florida International University
BS December 1993, Business Administration
Wharton Business School and Investment Management Consultants Association
Certified Investment Management Analyst (CIMA®) Jan 2007, Investment Management
The American College 2005 — 2006
Chartered Financial Consultant (ChFC®), Comprehensive Financial Planning
PRIVATE WEALTH CFOs LLC May 2010 - Present
LPL Financial January 2008 - May 2010
Morgan Stanley December 2005 - January 2008
Merrill Lynch January 2002 - December 2005
Skills
Private Wealth..., Investment Management, Personal Proactive..., Planning for Large Cash..., Retirement Planning, Retirement Plan..., Executive Stock..., Estate Tax Planning, Certified Financial..., Certified Investment..., Wealth Management, Wealth Management..., Strategic Financial..., Investment Advisory, Investments, Asset Allocation
Education
University of Virginia Darden School of Business 2015 — 2017
Master of Business Administration (MBA) Candidate
Florida International University
BS December 1993, Business Administration
Wharton Business School and Investment Management Consultants Association
Certified Investment Management Analyst (CIMA®) Jan 2007, Investment Management
The American College 2005 — 2006
Chartered Financial Consultant (ChFC®), Comprehensive Financial Planning
Komeng Lee Komeng Lee's LPL Financial Experience March 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
LPL Financial March 2013 - Present
VALIC 2009 - 2012
Edward Jones 2005 - 2009
Skills
Retirement Planning, Series 7, Retirement, IRAs, Fixed Annuities, Mutual Funds, Series 63, Uniform Combined State..., 529 Plans, Wealth Accumulation, College Savings Plans, 401k Rollovers
Education
Gustavus Adolphus College 1994 — 1996
Bachelor of Arts (B.A.), Business Administration and Management, General
St. Olaf College 1992 — 1994
LPL Financial March 2013 - Present
VALIC 2009 - 2012
Edward Jones 2005 - 2009
Skills
Retirement Planning, Series 7, Retirement, IRAs, Fixed Annuities, Mutual Funds, Series 63, Uniform Combined State..., 529 Plans, Wealth Accumulation, College Savings Plans, 401k Rollovers
Education
Gustavus Adolphus College 1994 — 1996
Bachelor of Arts (B.A.), Business Administration and Management, General
St. Olaf College 1992 — 1994
Kevin Welch Kevin Welch's LPL Financial Experience July 2010 - April 2011
Job Sr .NET Consultant at Alex Lee, Inc
Industry Computer Software
Experience
Alex Lee, Inc. June 2015 - Present
Lash Group May 2014 - June 2015
Bank of America January 2014 - April 2014
Alex Lee, Inc. July 2012 - January 2014
Bank of America April 2011 - July 2012
LPL Financial July 2010 - April 2011
Taylor Data Systems February 2008 - April 2010
Francis Marion University March 2006 - February 2008
Skills
C#, ASP.NET, Microsoft SQL Server, SSRS, SSIS, AJAX, JavaScript, T-SQL, VB.NET, ASP.NET MVC, LINQ
Education
Francis Marion University 2001 — 2004
Bachelor's Degree, Mathematics and Computer Science
Alex Lee, Inc. June 2015 - Present
Lash Group May 2014 - June 2015
Bank of America January 2014 - April 2014
Alex Lee, Inc. July 2012 - January 2014
Bank of America April 2011 - July 2012
LPL Financial July 2010 - April 2011
Taylor Data Systems February 2008 - April 2010
Francis Marion University March 2006 - February 2008
Skills
C#, ASP.NET, Microsoft SQL Server, SSRS, SSIS, AJAX, JavaScript, T-SQL, VB.NET, ASP.NET MVC, LINQ
Education
Francis Marion University 2001 — 2004
Bachelor's Degree, Mathematics and Computer Science
Cinde Samudio's LPL Financial Experience July 2012 - Present
Job AXA Gold Customer Service Rep. at LPL Financial
Industry Financial Services
Experience
LPL Financial July 2012 - Present
LPL June 2010 - Present
Spectra Funding Inc. March 2009 - July 2010
LPL January 2008 - March 2009
First Franklin September 1999 - April 2007
First Franklin - Merrill Lynch 1999 - 2007
Skills
Management, Mortgage Banking, Mortgage Lending, Loans, Customer Service
Education
Grossmont College
Accounting Classes
Southwestern College
General Education
LPL Financial July 2012 - Present
LPL June 2010 - Present
Spectra Funding Inc. March 2009 - July 2010
LPL January 2008 - March 2009
First Franklin September 1999 - April 2007
First Franklin - Merrill Lynch 1999 - 2007
Skills
Management, Mortgage Banking, Mortgage Lending, Loans, Customer Service
Education
Grossmont College
Accounting Classes
Southwestern College
General Education
Nicolas Doyle's LPL Financial Experience May 2013 - January 2014
Job UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management January 2015 - Present
UBS Wealth Management February 2014 - January 2015
LPL Financial May 2013 - January 2014
Skills
Financial Analysis, Financial Planning, Stock Market Analysis, Stock Trading, Social Media, Customer Service, Sales, Teamwork, Management, Microsoft Word, Microsoft Excel, PowerPoint, Time Management, Microsoft Office, Event Planning, Windows, Photoshop, AutoCAD, Morningstar, Networking
Education
George Mason University 2010 — 2014
Finance
UBS Wealth Management January 2015 - Present
UBS Wealth Management February 2014 - January 2015
LPL Financial May 2013 - January 2014
Skills
Financial Analysis, Financial Planning, Stock Market Analysis, Stock Trading, Social Media, Customer Service, Sales, Teamwork, Management, Microsoft Word, Microsoft Excel, PowerPoint, Time Management, Microsoft Office, Event Planning, Windows, Photoshop, AutoCAD, Morningstar, Networking
Education
George Mason University 2010 — 2014
Finance
Brianne Aveldson Brianne Aveldson's LPL Financial Experience September 2015 - Present
Job Infrastructure Project Coordination
Industry Information Technology and Services
Experience
LPL Financial September 2015 - Present
LPL Financial December 2012 - Present
Learning Evolution 2011 - December 2012
Qualcomm August 2010 - September 2010
iNetwork February 2008 - July 2010
Teldata January 1999 - January 2000
Skills
Project Coordination, HP Service Manager, Agile Methodologies, Customer Satisfaction, Documentation, Microsoft Office, Software Release..., Quality Assurance, SharePoint, End User Training, Management, Social Media, Content Creation, Customer Service, SugarCRM, MIS, E-commerce, Network Services, Blended Learning, Salesforce.com, Troubleshooting, Project Planning, New Business Development, Web Design, E-Learning, Social Media Marketing, Sales, Email Marketing, Marketing, Organizational..., Software Documentation, SDLC, CRM, IT Project, Software Project...
Education
University of Phoenix 2010 — 2014
Bachelor's Degree, Business; an emphasis on Information systems and IT project management
Grossmont College 1998 — 2000
Associates Degree courses, General Education
LPL Financial September 2015 - Present
LPL Financial December 2012 - Present
Learning Evolution 2011 - December 2012
Qualcomm August 2010 - September 2010
iNetwork February 2008 - July 2010
Teldata January 1999 - January 2000
Skills
Project Coordination, HP Service Manager, Agile Methodologies, Customer Satisfaction, Documentation, Microsoft Office, Software Release..., Quality Assurance, SharePoint, End User Training, Management, Social Media, Content Creation, Customer Service, SugarCRM, MIS, E-commerce, Network Services, Blended Learning, Salesforce.com, Troubleshooting, Project Planning, New Business Development, Web Design, E-Learning, Social Media Marketing, Sales, Email Marketing, Marketing, Organizational..., Software Documentation, SDLC, CRM, IT Project, Software Project...
Education
University of Phoenix 2010 — 2014
Bachelor's Degree, Business; an emphasis on Information systems and IT project management
Grossmont College 1998 — 2000
Associates Degree courses, General Education
Mark Siak, MBA Mark Siak, MBA's LPL Financial Experience May 2015 - Present
Job Business Management / Finance
Industry Financial Services
Experience
LPL Financial May 2015 - Present
LPL Financial June 2014 - May 2015
Walmart February 2011 - June 2012
Walmart May 2010 - December 2010
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Management, Sales, Social Media, Time Management, Editing, Public Speaking, Fundraising, Teaching, Merchandising, Organization, Financial Analysis, Financial Reporting, Performance Reporting, Salesforce.com..., Process Efficiency
Education
University of North Carolina at Charlotte 2012 — 2014
Master of Business Administration (M.B.A.), Finance, 3.84/4.0 GPA
Furman University 2005 — 2009
Bachelor of Music (BM), Piano Performance
LPL Financial May 2015 - Present
LPL Financial June 2014 - May 2015
Walmart February 2011 - June 2012
Walmart May 2010 - December 2010
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Management, Sales, Social Media, Time Management, Editing, Public Speaking, Fundraising, Teaching, Merchandising, Organization, Financial Analysis, Financial Reporting, Performance Reporting, Salesforce.com..., Process Efficiency
Education
University of North Carolina at Charlotte 2012 — 2014
Master of Business Administration (M.B.A.), Finance, 3.84/4.0 GPA
Furman University 2005 — 2009
Bachelor of Music (BM), Piano Performance
Patricia Geng's LPL Financial Experience April 2008 - Present
Job Digital iBiz
Industry Information Technology and Services
Experience
Digital iBiz June 2013 - Present
LPL Financial April 2008 - Present
The Ruddy Law Firm January 2012 - December 2013
CMC Loans/VP Loans February 2005 - May 2008
Skills
Risk Management, Process Improvement, Management, Program Management, Customer Relations, Financial Analysis, Microsoft Office, Project Management
Education
George Mason University 2014 — 2015
Master's Degree, Master of Science in Technology
George Mason University
Bachelor's degree, Finance and Management
Universidad Mayor de San Andrés 2002 — 2003
Business Administration and Management, General
Amor de Dios
Elementary, Middle, and High School, La Paz, Bolivia
Digital iBiz June 2013 - Present
LPL Financial April 2008 - Present
The Ruddy Law Firm January 2012 - December 2013
CMC Loans/VP Loans February 2005 - May 2008
Skills
Risk Management, Process Improvement, Management, Program Management, Customer Relations, Financial Analysis, Microsoft Office, Project Management
Education
George Mason University 2014 — 2015
Master's Degree, Master of Science in Technology
George Mason University
Bachelor's degree, Finance and Management
Universidad Mayor de San Andrés 2002 — 2003
Business Administration and Management, General
Amor de Dios
Elementary, Middle, and High School, La Paz, Bolivia
Kevin Wamsley Kevin Wamsley's LPL Financial Experience October 2007 - Present
Job Financial Advisor
Industry Financial Services
Experience
LPL FINANCIAL October 2007 - Present
Consumers Home Mortgage 1989 - 1996
Skills
Wealth Management
Education
George Mason University
BS, ECONOMICS
LPL FINANCIAL October 2007 - Present
Consumers Home Mortgage 1989 - 1996
Skills
Wealth Management
Education
George Mason University
BS, ECONOMICS
Stephen F. Lovell Stephen F. Lovell's LPL Financial Experience October 2002 - Present
Job President Lovell Wealth Legacy
Industry Financial Services
Experience
LPL Financial October 2002 - Present
KDOW 2012 - Present
Lovell Wealth Legacy 1990 - Present
Silicon Valley Tax January 2014 - Present
Skills
Wealth Management, Mutual Funds, Portfolio Management, Series 7, Investments, Banking, Strategic Financial..., Retirement Planning, Loans, Securities, Financial Services, Series 63
Education
Golden Gate University
MBA in Finance
McMaster University
Master's degree, English Literature
McMaster University
B.A. magna cum laude, English and Philosophy
Queen's University
English Literature (Ph.D. candidate)
The University of British Columbia
English Literature
LPL Financial October 2002 - Present
KDOW 2012 - Present
Lovell Wealth Legacy 1990 - Present
Silicon Valley Tax January 2014 - Present
Skills
Wealth Management, Mutual Funds, Portfolio Management, Series 7, Investments, Banking, Strategic Financial..., Retirement Planning, Loans, Securities, Financial Services, Series 63
Education
Golden Gate University
MBA in Finance
McMaster University
Master's degree, English Literature
McMaster University
B.A. magna cum laude, English and Philosophy
Queen's University
English Literature (Ph.D. candidate)
The University of British Columbia
English Literature
Vahisha Steadman Vahisha Steadman's LPL Financial Experience January 2008 - Present
Job Registration: Senior Operations SpecialistInsurance at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2008 - Present
The Hartford October 2006 - December 2007
Harris Allstate Agency June 2005 - October 2006
Skills
Workflow Design, Project Coordination, Process Optimization, Compliance, Licensing, Risk, Underwriting, Securities, FINRA, Risk Management, Insurance, Problem Solving, Long Term Care, Excel, Microsoft Office, Strategic Planning, Risk Mitigation, Process Improvement
Education
Gardner-Webb University
Masters, Mental Health Counseling & Divinity
University of North Carolina at Chapel Hill
BA, Communication Studies; Interpersonal Organization2004
LPL Financial January 2008 - Present
The Hartford October 2006 - December 2007
Harris Allstate Agency June 2005 - October 2006
Skills
Workflow Design, Project Coordination, Process Optimization, Compliance, Licensing, Risk, Underwriting, Securities, FINRA, Risk Management, Insurance, Problem Solving, Long Term Care, Excel, Microsoft Office, Strategic Planning, Risk Mitigation, Process Improvement
Education
Gardner-Webb University
Masters, Mental Health Counseling & Divinity
University of North Carolina at Chapel Hill
BA, Communication Studies; Interpersonal Organization2004
David Batman David Batman's LPL Financial Experience August 2003 - Present
Job LPL Financial
Industry Investment Management
Experience
LPL Financial August 2003 - Present
NBC Securities May 2002 - August 2003
LPL Financial April 2000 - April 2002
Bank of America Investment Services, Inc February 1993 - April 2000
Skills
Investment Management, Portfolio Management, Retirement Planning, Financial Planning
Education
Florida Southern College 1983 — 1986
Bachelor of Science, Finance
Massachusetts Maritime Academy 1981 — 1982
Marine Engineering
LPL Financial August 2003 - Present
NBC Securities May 2002 - August 2003
LPL Financial April 2000 - April 2002
Bank of America Investment Services, Inc February 1993 - April 2000
Skills
Investment Management, Portfolio Management, Retirement Planning, Financial Planning
Education
Florida Southern College 1983 — 1986
Bachelor of Science, Finance
Massachusetts Maritime Academy 1981 — 1982
Marine Engineering
Adrienn Andersch Adrienn Andersch's LPL Financial Experience July 2011 - July 2011
Job VGIGP Senior Financial Analyst at Volvo Trucks
Industry Mechanical or Industrial Engineering
Experience
Volvo Trucks September 2015 - Present
Volvo Trucks January 2015 - Present
Virginia Tech September 2009 - September 2014
Volvo Trucks May 2011 - November 2011
LPL Financial July 2011 - July 2011
Rochester Shoe Tree Co. July 2011 - July 2011
Moog Inc. September 2010 - November 2010
Swanstone Corp. July 2010 - July 2010
Marko Forest Products Ltd. May 2009 - August 2009
Unitranscoop Logistic Ltd. May 2006 - August 2006
Skills
Lean Manufacturing, Research, Statistics, Management, Business Strategy, Product Development, Accounting, Finance, Continuous Improvement, Project Management
Education
Virginia Polytechnic Institute and State University 2009 — 2014
Doctor of Philosophy, Sustainable Biomaterials
University of West-Hungary 2005 — 2007
Master's Degree, Finance
Fontys Hogescholen 2006 — 2006
Exchange Student, International Marketing
University of West-Hungary 2002 — 2005
Bachelor's Degree, Economics
Volvo Trucks September 2015 - Present
Volvo Trucks January 2015 - Present
Virginia Tech September 2009 - September 2014
Volvo Trucks May 2011 - November 2011
LPL Financial July 2011 - July 2011
Rochester Shoe Tree Co. July 2011 - July 2011
Moog Inc. September 2010 - November 2010
Swanstone Corp. July 2010 - July 2010
Marko Forest Products Ltd. May 2009 - August 2009
Unitranscoop Logistic Ltd. May 2006 - August 2006
Skills
Lean Manufacturing, Research, Statistics, Management, Business Strategy, Product Development, Accounting, Finance, Continuous Improvement, Project Management
Education
Virginia Polytechnic Institute and State University 2009 — 2014
Doctor of Philosophy, Sustainable Biomaterials
University of West-Hungary 2005 — 2007
Master's Degree, Finance
Fontys Hogescholen 2006 — 2006
Exchange Student, International Marketing
University of West-Hungary 2002 — 2005
Bachelor's Degree, Economics
CHAD SPEZIALE, SVP CHAD SPEZIALE, SVP's LPL Financial Experience 2005 - Present
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
STONEGATE FINANCIAL 2005 - Present
LPL Financial 2005 - Present
WACHOVIA / SOUTHTRUST SECURITIES 1999 - 2005
CITI GROUP 1997 - 1999
Skills
Wealth Management, Portfolio Management, Investments, Mutual Funds, Financial Services, Securities, Retirement Planning, Finance, Life Insurance, Asset Allocation, Financial Advisory, Insurance, Estate Planning, Investment Management, Fixed Annuities, Financial Planners
Education
Florida State University 2001 — 2003
CERTIFIED FINANCIAL PLANNER™
Florida Atlantic University 1994 — 1994
Registered Real Estate Appraiser, REAL ESTATE
State University of New York College at Fredonia 1990 — 1994
BA, ECONOMICS
STONEGATE FINANCIAL 2005 - Present
LPL Financial 2005 - Present
WACHOVIA / SOUTHTRUST SECURITIES 1999 - 2005
CITI GROUP 1997 - 1999
Skills
Wealth Management, Portfolio Management, Investments, Mutual Funds, Financial Services, Securities, Retirement Planning, Finance, Life Insurance, Asset Allocation, Financial Advisory, Insurance, Estate Planning, Investment Management, Fixed Annuities, Financial Planners
Education
Florida State University 2001 — 2003
CERTIFIED FINANCIAL PLANNER™
Florida Atlantic University 1994 — 1994
Registered Real Estate Appraiser, REAL ESTATE
State University of New York College at Fredonia 1990 — 1994
BA, ECONOMICS
John M. Finigan, Jr. John M. Finigan, Jr.'s LPL Financial Experience February 2014 - Present
Job Independent wealth manager providing personalized financial planning and investment management services.
Industry Financial Services
Experience
Finigan Financial Services, LLC April 2002 - Present
LPL Financial February 2014 - Present
Royal Alliance Associates, Inc November 1999 - January 2014
Edward Jones October 1994 - October 1999
US Army July 1972 - September 1994
Education
Florida Institute of Technology 1981 — 1982
MBA
Seattle University 1967 — 1972
BABA, Finance & Banking
Finigan Financial Services, LLC April 2002 - Present
LPL Financial February 2014 - Present
Royal Alliance Associates, Inc November 1999 - January 2014
Edward Jones October 1994 - October 1999
US Army July 1972 - September 1994
Education
Florida Institute of Technology 1981 — 1982
MBA
Seattle University 1967 — 1972
BABA, Finance & Banking
David Schlitt CLU®, ChFC®, CASL® David Schlitt CLU®, ChFC®, CASL®'s LPL Financial Experience December 2014 - Present
Job Wealth Manager @ LPL Financial
Industry Investment Management
Experience
LPL Financial December 2014 - Present
Skills
Retirement Planning, Investments, Wealth Management, To learn more about my..., Finance, Management, Insurance, Financial Analysis, Customer Service, Team Building, Financial Planning
Education
Florida State University
Bachelor’s Degree, Finance and Financial Management Services
Florida State University - College of Business
Finance
LPL Financial December 2014 - Present
Skills
Retirement Planning, Investments, Wealth Management, To learn more about my..., Finance, Management, Insurance, Financial Analysis, Customer Service, Team Building, Financial Planning
Education
Florida State University
Bachelor’s Degree, Finance and Financial Management Services
Florida State University - College of Business
Finance
Sheila Gigante Sheila Gigante's LPL Financial Experience March 2006 - January 2009
Job Institutional Investor Relations at Robbins Geller Rudman & Dowd LLP
Industry Law Practice
Experience
Robbins Geller Rudman & Dowd LLP March 2009 - Present
LPL Financial March 2006 - January 2009
Albertsons December 1998 - December 2005
Skills
Communication, Organization, Multi Tasking, Group Work, Individual Work, Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, 10 Key, Typing, Social Networking, Event Planning
Education
San Diego State University-California State University 2012 — 2014
Bachelor of Arts (B.A.), History
Grossmont College 2000 — 2012
Transfer Agreement to SDSU, General Education
Robbins Geller Rudman & Dowd LLP March 2009 - Present
LPL Financial March 2006 - January 2009
Albertsons December 1998 - December 2005
Skills
Communication, Organization, Multi Tasking, Group Work, Individual Work, Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, 10 Key, Typing, Social Networking, Event Planning
Education
San Diego State University-California State University 2012 — 2014
Bachelor of Arts (B.A.), History
Grossmont College 2000 — 2012
Transfer Agreement to SDSU, General Education
Mark Sley's LPL Financial Experience September 2010 - September 2013
Job Sr. Management Consultant at The LoBue Group
Industry Management Consulting
Experience
The LoBue Group September 2013 - Present
LPL Financial September 2010 - September 2013
Merrill Lynch 2004 - September 2010
GE Network Solutions 2002 - 2003
SuperTel Network 2000 - 2001
Engineering and Technical Services 1993 - 2000
GE Government Services 1987 - 1993
RCA Services 1982 - 1987
Skills
Program Management, Programme Governance, New Business Development, Business Strategy, Change Management, Business Process..., Operations Optimization, Earned Value Management, Operations Management, Telecommunications, Strategy, Process Improvement, Cross-functional Team..., Analysis, Business Development, Management, Leadership, Consulting, Strategic Planning, Project Management, Team Building, Financial Services
Education
Florida Institute of Technology 1989 — 1993
Masters, Business Administration; International Marketing
University of Florida
Master, Electrical Engineering
University of Florida
Bachelor of Science, Electrical Engineering
The LoBue Group September 2013 - Present
LPL Financial September 2010 - September 2013
Merrill Lynch 2004 - September 2010
GE Network Solutions 2002 - 2003
SuperTel Network 2000 - 2001
Engineering and Technical Services 1993 - 2000
GE Government Services 1987 - 1993
RCA Services 1982 - 1987
Skills
Program Management, Programme Governance, New Business Development, Business Strategy, Change Management, Business Process..., Operations Optimization, Earned Value Management, Operations Management, Telecommunications, Strategy, Process Improvement, Cross-functional Team..., Analysis, Business Development, Management, Leadership, Consulting, Strategic Planning, Project Management, Team Building, Financial Services
Education
Florida Institute of Technology 1989 — 1993
Masters, Business Administration; International Marketing
University of Florida
Master, Electrical Engineering
University of Florida
Bachelor of Science, Electrical Engineering
Derek Bruton's LPL Financial Experience September 2007 - April 2014
Job Chief Executive Officer at Lucia Capital Group
Industry Financial Services
Experience
Lucia Capital Group August 2014 - Present
Big Brothers Big Sisters of San Diego County 2011 - December 2014
LPL Financial September 2007 - April 2014
TD Ameritrade March 2004 - September 2007
Merrill Lynch August 2001 - March 2004
Charles Schwab 1994 - 2001
The Portola Group 1992 - 1994
Mitsui & Co., Ltd. 1990 - 1992
Skills
Wealth Management, Financial Services, Management, Sales, Alternative Investments, Mutual Funds, Hedge Funds, Portfolio Management, Series 7, Series 24, Securities, Strategic Planning, Series 65, Retirement Planning, Fixed Annuities, Investment Advisory, Series 63, Investments, Equities, Asset Allocation, Investment Strategies, Fixed Income, Risk Management, Asset Management, 401k, Estate Planning, Insurance, FINRA, ETFs, Investment Management, Financial Advisory, Retirement, Business Strategy, Marketing Strategy, IRAs, Strategic Financial..., New Business Development, Morningstar, Leadership, Sales Management, Strategy, Relationship Management, Salesforce.com, Executive Management, Business Development, Wealth, Wealth Management..., Mergers & Acquisitions, Finance, Management Consulting
Education
Harvard Business School 2012 — 2012
Executive Leadership Progam
Stanford University 1985 — 1989
B.A., History and Sociology
Lucia Capital Group August 2014 - Present
Big Brothers Big Sisters of San Diego County 2011 - December 2014
LPL Financial September 2007 - April 2014
TD Ameritrade March 2004 - September 2007
Merrill Lynch August 2001 - March 2004
Charles Schwab 1994 - 2001
The Portola Group 1992 - 1994
Mitsui & Co., Ltd. 1990 - 1992
Skills
Wealth Management, Financial Services, Management, Sales, Alternative Investments, Mutual Funds, Hedge Funds, Portfolio Management, Series 7, Series 24, Securities, Strategic Planning, Series 65, Retirement Planning, Fixed Annuities, Investment Advisory, Series 63, Investments, Equities, Asset Allocation, Investment Strategies, Fixed Income, Risk Management, Asset Management, 401k, Estate Planning, Insurance, FINRA, ETFs, Investment Management, Financial Advisory, Retirement, Business Strategy, Marketing Strategy, IRAs, Strategic Financial..., New Business Development, Morningstar, Leadership, Sales Management, Strategy, Relationship Management, Salesforce.com, Executive Management, Business Development, Wealth, Wealth Management..., Mergers & Acquisitions, Finance, Management Consulting
Education
Harvard Business School 2012 — 2012
Executive Leadership Progam
Stanford University 1985 — 1989
B.A., History and Sociology
Shauna McKinney's LPL Financial Experience February 2012 - Present
Job Sr. Analyst, Procurement & Enterprise Performance
Industry Financial Services
Experience
LPL Financial February 2012 - Present
L-3 Communications 2010 - 2011
First Advantage Corp. December 2005 - July 2010
Skills
Vendor Management, Procurement, Contract Negotiations, Microsoft Office, Purchasing, Contract Negotiation, Customer Service, Strategic Sourcing, Sourcing, Supply Chain Management, Cross-functional Team..., Program Management, Process Improvement, Analysis, Contract Management, Management, Business Analysis, Enterprise Software, Team Leadership
Education
Fordham University 1987 — 1990
B.A., Media Studies
LPL Financial February 2012 - Present
L-3 Communications 2010 - 2011
First Advantage Corp. December 2005 - July 2010
Skills
Vendor Management, Procurement, Contract Negotiations, Microsoft Office, Purchasing, Contract Negotiation, Customer Service, Strategic Sourcing, Sourcing, Supply Chain Management, Cross-functional Team..., Program Management, Process Improvement, Analysis, Contract Management, Management, Business Analysis, Enterprise Software, Team Leadership
Education
Fordham University 1987 — 1990
B.A., Media Studies
Nicole Trevino's LPL Financial Experience January 2013 - April 2014
Job Administrative Assistant, LPL Financial
Industry Financial Services
Experience
LPL Financial January 2013 - April 2014
Dos Gringos, INC April 2000 - October 2010
Skills
Microsoft Office, Outlook, Event Planning, Office Administration, Microsoft Word, Microsoft Excel, Office Management, Time Management, Customer Service, Event Management, Spreadsheets, Data Entry
Education
San Diego State University-California State University 1993 — 1995
Bachelor's Degree, Fine/Studio Arts, General, 3.0
Grossmont College
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
LPL Financial January 2013 - April 2014
Dos Gringos, INC April 2000 - October 2010
Skills
Microsoft Office, Outlook, Event Planning, Office Administration, Microsoft Word, Microsoft Excel, Office Management, Time Management, Customer Service, Event Management, Spreadsheets, Data Entry
Education
San Diego State University-California State University 1993 — 1995
Bachelor's Degree, Fine/Studio Arts, General, 3.0
Grossmont College
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
Patrick Cox's LPL Financial Experience November 2013 - Present
Job Senior Vice President for Infrastructure Risk Management and Chief Privacy Officer at LPL Financial
Industry Financial Services
Experience
LPL Financial November 2013 - Present
Ameriprise Financial June 2007 - November 2013
Morgan Stanley October 2002 - May 2007
Fordham Universtiy School of Law August 1998 - May 2005
Graubard Miller March 2001 - September 2002
Kaye Scholer LLP September 2000 - March 2001
Graubard Mollen & Miller May 1999 - August 2000
U.S. Court of International Trade July 1997 - April 1999
New York County District Attorney's Office September 1995 - July 1997
Skills
Litigation, Legal Assistance, Securities, Privacy Law, Mergers, FINRA, Information Security, Broker-Dealer, Civil Litigation
Education
Fordham University School of Law 1991 — 1995
Juris Doctor, Law
Loyola Marymount University 1987 — 1989
Bachelor of Arts (B.A.), English Language and Literature, General
LPL Financial November 2013 - Present
Ameriprise Financial June 2007 - November 2013
Morgan Stanley October 2002 - May 2007
Fordham Universtiy School of Law August 1998 - May 2005
Graubard Miller March 2001 - September 2002
Kaye Scholer LLP September 2000 - March 2001
Graubard Mollen & Miller May 1999 - August 2000
U.S. Court of International Trade July 1997 - April 1999
New York County District Attorney's Office September 1995 - July 1997
Skills
Litigation, Legal Assistance, Securities, Privacy Law, Mergers, FINRA, Information Security, Broker-Dealer, Civil Litigation
Education
Fordham University School of Law 1991 — 1995
Juris Doctor, Law
Loyola Marymount University 1987 — 1989
Bachelor of Arts (B.A.), English Language and Literature, General
John Giffin's LPL Financial Experience January 2007 - Present
Job Registered Principal Wealth Advisor
Industry Investment Management
Experience
LPL Financial January 2007 - Present
Education
Golden Gate University 1982 — 1983
MBA, Finance
LPL Financial January 2007 - Present
Education
Golden Gate University 1982 — 1983
MBA, Finance
Ken Juster's LPL Financial Experience June 2009 - September 2010
Job Partner at K&L Gates
Industry Law Practice
Experience
K&L Gates March 2014 - Present
K&L Gates September 2010 - March 2014
LPL Financial June 2009 - September 2010
K&L Gates June 2008 - May 2009
Tullett Prebon January 2007 - June 2008
Chapdelaine & Co. March 2004 - January 2007
The Bond Market Association 2000 - 2004
Skills
Securities, FINRA, Broker-Dealer, Securities Regulation, Licensing, Arbitration, Mutual Funds, Investment Advisory, Equities, Securities Litigation, Hedge Funds, Internal Investigations, Derivatives, Capital Markets, Investment Advisers Act, Asset Managment
Education
Fordham University School of Law 2001 — 2005
JD
University of Notre Dame 1994 — 1998
BA
K&L Gates March 2014 - Present
K&L Gates September 2010 - March 2014
LPL Financial June 2009 - September 2010
K&L Gates June 2008 - May 2009
Tullett Prebon January 2007 - June 2008
Chapdelaine & Co. March 2004 - January 2007
The Bond Market Association 2000 - 2004
Skills
Securities, FINRA, Broker-Dealer, Securities Regulation, Licensing, Arbitration, Mutual Funds, Investment Advisory, Equities, Securities Litigation, Hedge Funds, Internal Investigations, Derivatives, Capital Markets, Investment Advisers Act, Asset Managment
Education
Fordham University School of Law 2001 — 2005
JD
University of Notre Dame 1994 — 1998
BA
Julia McGinty's LPL Financial Experience April 2005 - Present
Job Branch Manager CERTIFIED FINANCIAL PLANNER TM at LPL Financial
Industry Financial Services
Experience
LPL Financial April 2005 - Present
Education
Georgetown University
BSFS, International Economics
LPL Financial April 2005 - Present
Education
Georgetown University
BSFS, International Economics
Marcia Bodnar's LPL Financial Experience 2015 - Present
Job Human Resources Professional specializing in Compensation and Benefits
Industry Biotechnology
Experience
Open for new opportunities or consulting work 2015 - Present
LPL Financial 2015 - Present
Cubist Pharmaceuticals, formerly Optimer Pharmaceuticals March 2008 - 2014
MMC 2003 - 2007
First Health, CCN Managed Care, Inc. 1989 - 2003
Diacon 1986 - 1989
Skills
Employee Benefits, Employee Relations, Compensation, Deferred Compensation, HRIS, Benefits Administration, Performance Management, Recruiting, Succession Planning, Mergers & Acquisitions, Talent Acquisition, Talent Management, Workforce Planning, Training, New Hire Orientations, Applicant Tracking..., Employee Engagement, Onboarding, Interviews, Strategic Planning, HR Policies, Screening, Mergers, Benefits, Organizational Design, Compliance, Healthcare, College Recruiting, Budgets, Performance Appraisal
Education
Gustavus Adolphus College 1977 — 1981
BA, Business
Open for new opportunities or consulting work 2015 - Present
LPL Financial 2015 - Present
Cubist Pharmaceuticals, formerly Optimer Pharmaceuticals March 2008 - 2014
MMC 2003 - 2007
First Health, CCN Managed Care, Inc. 1989 - 2003
Diacon 1986 - 1989
Skills
Employee Benefits, Employee Relations, Compensation, Deferred Compensation, HRIS, Benefits Administration, Performance Management, Recruiting, Succession Planning, Mergers & Acquisitions, Talent Acquisition, Talent Management, Workforce Planning, Training, New Hire Orientations, Applicant Tracking..., Employee Engagement, Onboarding, Interviews, Strategic Planning, HR Policies, Screening, Mergers, Benefits, Organizational Design, Compliance, Healthcare, College Recruiting, Budgets, Performance Appraisal
Education
Gustavus Adolphus College 1977 — 1981
BA, Business
Jay Irving's LPL Financial Experience June 1996 - Present
Job Branch Manager at LPL Financial
Industry Financial Services
Experience
LPL Financial June 1996 - Present
Education
New England College 1981 — 1985
Business & Psychology
Florida State University
Certificate of Financial Planning
LPL Financial June 1996 - Present
Education
New England College 1981 — 1985
Business & Psychology
Florida State University
Certificate of Financial Planning
Kurt Restine's LPL Financial Experience 2001 - 2005
Job Co Founder CFO at Teach me How To LLC
Industry Accounting
Experience
Teach me How To LLC February 2015 - Present
Vision 2025 2011 - Present
DCS Associates January 2010 - Present
1st Global March 2006 - February 2009
LPL Financial 2001 - 2005
FSC 2000 - 2002
Skills
Asset, Business Planning, Negotiation, Sales, New Business Development, Management, Business Development, Financial Services, Investments, Wealth Management, Finance, Business Strategy, Strategic Planning, Account Management, Recruiting, Solution Selling, Time Management, Leadership, Financial Advisory, Accounting, Sales Operations, Consulting, Securities
Education
Furman University 2009 — 2012
Accounting and Finance
West Texas A&M University 1991 — 1995
BGS, Business, Telecommunications and Marketing
Teach me How To LLC February 2015 - Present
Vision 2025 2011 - Present
DCS Associates January 2010 - Present
1st Global March 2006 - February 2009
LPL Financial 2001 - 2005
FSC 2000 - 2002
Skills
Asset, Business Planning, Negotiation, Sales, New Business Development, Management, Business Development, Financial Services, Investments, Wealth Management, Finance, Business Strategy, Strategic Planning, Account Management, Recruiting, Solution Selling, Time Management, Leadership, Financial Advisory, Accounting, Sales Operations, Consulting, Securities
Education
Furman University 2009 — 2012
Accounting and Finance
West Texas A&M University 1991 — 1995
BGS, Business, Telecommunications and Marketing
Kyle Brady's LPL Financial Experience July 2009 - November 2013
Job JD, CFP(R) Summit View Capital Management
Industry Financial Services
Experience
Summit View Capital Management March 2015 - Present
Disciplined Equity Management November 2013 - March 2015
LPL Financial July 2009 - November 2013
Big Ten Network July 2009 - July 2010
New England Patriots March 2007 - February 2008
Jacksonville Jaguars March 1999 - February 2007
New York Jets April 1995 - February 1998
Skills
Certified Financial..., Investment Management, Business Law, Estate Planning, Finance, Sports, Sports Marketing, Sports Management, Public Speaking, Football, Athletics, Public Relations, Broadcast Television, Financial Planners, Investment Strategies, Marketing, Leadership, Fundraising, Strategic Planning, Event Management, Team Building, Establish & Maintain..., Social Networking
Education
Florida Coastal School of Law 2010 — 2013
Juris Doctorate, Business Law
Penn State University 1990 — 1995
Bachelor of Science
Summit View Capital Management March 2015 - Present
Disciplined Equity Management November 2013 - March 2015
LPL Financial July 2009 - November 2013
Big Ten Network July 2009 - July 2010
New England Patriots March 2007 - February 2008
Jacksonville Jaguars March 1999 - February 2007
New York Jets April 1995 - February 1998
Skills
Certified Financial..., Investment Management, Business Law, Estate Planning, Finance, Sports, Sports Marketing, Sports Management, Public Speaking, Football, Athletics, Public Relations, Broadcast Television, Financial Planners, Investment Strategies, Marketing, Leadership, Fundraising, Strategic Planning, Event Management, Team Building, Establish & Maintain..., Social Networking
Education
Florida Coastal School of Law 2010 — 2013
Juris Doctorate, Business Law
Penn State University 1990 — 1995
Bachelor of Science
Conrad Casolare's LPL Financial Experience September 2015 - Present
Job Senior Developer at LPL Financial
Industry Logistics and Supply Chain
Experience
LPL Financial September 2015 - Present
Damco June 2008 - Present
IC Intracom March 2004 - May 2008
Tech Data 1997 - 2004
Skills
SAP, Infrastructure, Applications Software..., Web Applications
Education
Florida Metropolitan University 1994 — 1998
Marketing
LPL Financial September 2015 - Present
Damco June 2008 - Present
IC Intracom March 2004 - May 2008
Tech Data 1997 - 2004
Skills
SAP, Infrastructure, Applications Software..., Web Applications
Education
Florida Metropolitan University 1994 — 1998
Marketing
Nicole Gilbert's LPL Financial Experience March 2014 - July 2015
Job REALTOR® at Keller Williams Realty, Inc. Grantville, Allied Gardens, Del Cerro, San Carlos, El Cajon, Santee, Lakeside,
Industry Real Estate
Experience
LPL Financial March 2014 - July 2015
Lyft September 2013 - January 2015
LPL Financial March 2012 - April 2014
LPL Financial Services 2007 - March 2012
John R. Trebil Insurance Services November 2004 - December 2006
Skills
Real Estate, Open Houses, Condos, Customer Service, VA Loans, Vendor Management, FHA Financing, Manufactured Homes, Residential Homes, Process Improvement, Real Property, First Time Home Buyers, Data Analysis, Relocation, Single Family Homes, Buyers, Sellers, Investment Properties, Quality Control, RPM Reporting, Research, Data Entry, Training, Outlook, Access, Insurance, Employee Relations, Forecasting, Change Management, Leadership, ASAT, Call Centers, SOX Audits, Mobile Homes, Trailer Parks, Chattel
Education
Keller Williams Training Courses 2015 — 2015
Real Estate Tools and Practices
Pacific Southwest Association of Realtors 2015 — 2015
Real Estate Tools
Kaplan College-San Diego 2014 — 2015
Real Estate
San Diego State University-California State University 2002 — 2005
B.A., Psychology, Distinction in Major
Patrick Henry High School 1993 — 1996
Grossmont College
Associate of Arts (AA), University Transfer Studies
KW LinkedIn Class
LPL Financial March 2014 - July 2015
Lyft September 2013 - January 2015
LPL Financial March 2012 - April 2014
LPL Financial Services 2007 - March 2012
John R. Trebil Insurance Services November 2004 - December 2006
Skills
Real Estate, Open Houses, Condos, Customer Service, VA Loans, Vendor Management, FHA Financing, Manufactured Homes, Residential Homes, Process Improvement, Real Property, First Time Home Buyers, Data Analysis, Relocation, Single Family Homes, Buyers, Sellers, Investment Properties, Quality Control, RPM Reporting, Research, Data Entry, Training, Outlook, Access, Insurance, Employee Relations, Forecasting, Change Management, Leadership, ASAT, Call Centers, SOX Audits, Mobile Homes, Trailer Parks, Chattel
Education
Keller Williams Training Courses 2015 — 2015
Real Estate Tools and Practices
Pacific Southwest Association of Realtors 2015 — 2015
Real Estate Tools
Kaplan College-San Diego 2014 — 2015
Real Estate
San Diego State University-California State University 2002 — 2005
B.A., Psychology, Distinction in Major
Patrick Henry High School 1993 — 1996
Grossmont College
Associate of Arts (AA), University Transfer Studies
KW LinkedIn Class
Frank Coffenberry's LPL Financial Experience May 2015 - Present
Job Branch Examinations Manager at LPL Financial
Industry Financial Services
Experience
LPL Financial May 2015 - Present
LPL Financial September 2011 - Present
Fidelity Investments September 2009 - September 2011
Fidelity Investments May 2007 - September 2009
Western & Southern Financial Group April 2005 - September 2007
The O.N. Equity Sales Company October 2002 - April 2005
Education
Florida State University
Finance, General
LPL Financial May 2015 - Present
LPL Financial September 2011 - Present
Fidelity Investments September 2009 - September 2011
Fidelity Investments May 2007 - September 2009
Western & Southern Financial Group April 2005 - September 2007
The O.N. Equity Sales Company October 2002 - April 2005
Education
Florida State University
Finance, General
Barbara Mach-Oleksak's LPL Financial Experience April 2011 - July 2013
Job Executive Assistant
Industry Investment Management
Experience
Bridgewater Associates July 2013 - Present
LPL Financial April 2011 - July 2013
New Britain Herald August 2011 - January 2012
The Village for Families & Children August 2010 - June 2011
Hebrew Home and Hospital- Adult Day Center September 2009 - June 2010
Hartford Hospital August 2005 - January 2010
Skills
Social Services, Fundraising, Program Development, Community Outreach, Event Management, Strategic Planning, Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, Leadership Development, Grant Writing, Analysis, Networking, Case Managment, Management, Access, Human Resources, Training, Talent Management, Outlook, Event Planning, Time Management
Education
Fordham University 2011 — 2013
MSW, Administrative & Clinical Social Work
Saint Joseph College 2007 — 2011
Bachelor of Arts (B.A.), Social Work
Bulkeley High School
Bridgewater Associates July 2013 - Present
LPL Financial April 2011 - July 2013
New Britain Herald August 2011 - January 2012
The Village for Families & Children August 2010 - June 2011
Hebrew Home and Hospital- Adult Day Center September 2009 - June 2010
Hartford Hospital August 2005 - January 2010
Skills
Social Services, Fundraising, Program Development, Community Outreach, Event Management, Strategic Planning, Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, Leadership Development, Grant Writing, Analysis, Networking, Case Managment, Management, Access, Human Resources, Training, Talent Management, Outlook, Event Planning, Time Management
Education
Fordham University 2011 — 2013
MSW, Administrative & Clinical Social Work
Saint Joseph College 2007 — 2011
Bachelor of Arts (B.A.), Social Work
Bulkeley High School
Jason Hardy's LPL Financial Experience April 2010 - April 2012
Job Salesforce.com Developer/Administrator at AMN Healthcare
Industry Information Technology and Services
Experience
AMN Healthcare January 2014 - Present
Hardy Computer Solutions September 1998 - Present
Mitchell International July 2013 - January 2014
TD Ameritrade Institutional April 2012 - April 2013
LPL Financial April 2010 - April 2012
Mission Federal Credit Union July 2007 - October 2009
Cisco-Linksys, LLC January 2001 - July 2007
Saddleback Valley Unified School District September 1996 - June 2000
Skills
Salesforce.com..., Salesforce.com..., Project Management, Salesforce Training, Apex Data Loader, Troubleshooting, Apex Programming, Visualforce Pages, CRM, Business Intelligence, Data Analysis, Business Analysis, Report Building, Technical Writing, Vendor Management, Email Marketing, RightNow, Call Center, Knowledge Management, Knowledge Base, Windows Server, Microsoft Office, Visio, PHP, SQL, Linux, HTML, MySQL, Drupal, Salesforce.com, Call Centers, Technical Support, Networking, System Administration, Analytics, Program Management, Testing, JavaScript, E-commerce, Management
Education
Fort Hays State University 2013 — 2016
Bachelor of Business Administration (BBA), Management Information Systems and Services
Palomar College 2009 — 2010
Information Management
Orange Coast College 2005 — 2007
General Education
AMN Healthcare January 2014 - Present
Hardy Computer Solutions September 1998 - Present
Mitchell International July 2013 - January 2014
TD Ameritrade Institutional April 2012 - April 2013
LPL Financial April 2010 - April 2012
Mission Federal Credit Union July 2007 - October 2009
Cisco-Linksys, LLC January 2001 - July 2007
Saddleback Valley Unified School District September 1996 - June 2000
Skills
Salesforce.com..., Salesforce.com..., Project Management, Salesforce Training, Apex Data Loader, Troubleshooting, Apex Programming, Visualforce Pages, CRM, Business Intelligence, Data Analysis, Business Analysis, Report Building, Technical Writing, Vendor Management, Email Marketing, RightNow, Call Center, Knowledge Management, Knowledge Base, Windows Server, Microsoft Office, Visio, PHP, SQL, Linux, HTML, MySQL, Drupal, Salesforce.com, Call Centers, Technical Support, Networking, System Administration, Analytics, Program Management, Testing, JavaScript, E-commerce, Management
Education
Fort Hays State University 2013 — 2016
Bachelor of Business Administration (BBA), Management Information Systems and Services
Palomar College 2009 — 2010
Information Management
Orange Coast College 2005 — 2007
General Education
Lee Antone's LPL Financial Experience 1996 - 1999
Job Vice President, Deputy General Counsel at Financial Engines
Industry Investment Management
Experience
Financial Engines November 2004 - Present
Bank of America March 1999 - October 2004
LPL Financial 1996 - 1999
Financial Industry Regulatory Authority (FINRA, f/k/a NASD) 1992 - 1995
US Securities and Exchange Commission 1989 - 1992
Skills
Securities Law, Compliance, Corporate Governance, Securities, Risk Management, Financial Services
Education
Georgetown University Law Center 1991 — 1994
LLM, Law
The Catholic University of America, Columbus School of Law 1984 — 1987
JD, law
smithfield high school
Financial Engines November 2004 - Present
Bank of America March 1999 - October 2004
LPL Financial 1996 - 1999
Financial Industry Regulatory Authority (FINRA, f/k/a NASD) 1992 - 1995
US Securities and Exchange Commission 1989 - 1992
Skills
Securities Law, Compliance, Corporate Governance, Securities, Risk Management, Financial Services
Education
Georgetown University Law Center 1991 — 1994
LLM, Law
The Catholic University of America, Columbus School of Law 1984 — 1987
JD, law
smithfield high school
Perla Padilla's LPL Financial Experience October 2013 - Present
Job Senior Compliance Specialist
Industry Financial Services
Experience
LPL Financial October 2013 - Present
Self December 2012 - September 2013
American Tire Distributors 2005 - 2012
Skills
Customer Service, Microsoft Excel, Financial Analysis, Microsoft Office, Property, Life Insurance, Call Centers, Fixed Annuities, General Insurance, Term Life Insurance, PowerPoint, Oracle Applications, Oracle E-Business Suite, SharePoint, Symantec Encryption, Adobe Acrobat, Outlook, Network Monitoring Tools, IRIS, HPV, Email Archiving, Avaya Technologies
Education
Grossmont College 2008 — 2010
Forensic Science and Technology
Southwestern College 2005 — 2008
Forensic Science and Technology
LPL Financial October 2013 - Present
Self December 2012 - September 2013
American Tire Distributors 2005 - 2012
Skills
Customer Service, Microsoft Excel, Financial Analysis, Microsoft Office, Property, Life Insurance, Call Centers, Fixed Annuities, General Insurance, Term Life Insurance, PowerPoint, Oracle Applications, Oracle E-Business Suite, SharePoint, Symantec Encryption, Adobe Acrobat, Outlook, Network Monitoring Tools, IRIS, HPV, Email Archiving, Avaya Technologies
Education
Grossmont College 2008 — 2010
Forensic Science and Technology
Southwestern College 2005 — 2008
Forensic Science and Technology
John DeMarcus's LPL Financial Experience November 2011 - Present
Job Lead Tech Support at LPL Financial
Industry Financial Services
Experience
LPL Financial November 2011 - Present
doTERRA August 2012 - Present
Cox Communications July 2000 - November 2011
Toshiba Business Solutions September 2009 - February 2010
Skills
Insurance, Teamwork, PowerPoint, Coaching, Project Management, Outlook, Research, Social Media Marketing, Customer Service, Account Management, Microsoft Word, Blogging, Direct Sales, Photography, Event Planning, Sales Process, English, Call Centers, Photoshop, Solution Selling, Public Speaking, Illustrator, Training, Vendor Management, Social Media, Microsoft Excel, Microsoft Office, Cold Calling, Sales, IT Service Management, Technical Support, Microsoft Technologies, Singing, Music, Performing Arts, Leadership, Team Building, Troubleshooting, Business Development, Social Networking, Team Leadership, Customer Satisfaction, Spanish, Marketing, Online Marketing, Data Entry, Facebook, Management, Event Management, Access
Education
Grossmont College 1999 — 2011
Associate of Arts (AA), Spanish Language and Literature, 3.2
New Horizons Technical Learning Center 1999 — 2000
MCSE, MCP, Network and System Administration/Administrator, Pass
LPL Financial November 2011 - Present
doTERRA August 2012 - Present
Cox Communications July 2000 - November 2011
Toshiba Business Solutions September 2009 - February 2010
Skills
Insurance, Teamwork, PowerPoint, Coaching, Project Management, Outlook, Research, Social Media Marketing, Customer Service, Account Management, Microsoft Word, Blogging, Direct Sales, Photography, Event Planning, Sales Process, English, Call Centers, Photoshop, Solution Selling, Public Speaking, Illustrator, Training, Vendor Management, Social Media, Microsoft Excel, Microsoft Office, Cold Calling, Sales, IT Service Management, Technical Support, Microsoft Technologies, Singing, Music, Performing Arts, Leadership, Team Building, Troubleshooting, Business Development, Social Networking, Team Leadership, Customer Satisfaction, Spanish, Marketing, Online Marketing, Data Entry, Facebook, Management, Event Management, Access
Education
Grossmont College 1999 — 2011
Associate of Arts (AA), Spanish Language and Literature, 3.2
New Horizons Technical Learning Center 1999 — 2000
MCSE, MCP, Network and System Administration/Administrator, Pass
Zach Mullinax's LPL Financial Experience September 2013 - Present
Job Sr. Analyst IT Sourcing Strategy and Vendor Management at LPL Financial
Industry Management Consulting
Experience
LPL Financial September 2013 - Present
Smarter Systems March 2013 - September 2013
Lowe's Home Improvement November 2011 - March 2013
hiSoft Technology International Limited (Formerly NouvEON) August 2010 - November 2011
Palmetto Athletic Club February 2009 - July 2010
Skills
Problem Solving, Negotiation, Building Relationships, Data Analysis, Business Process..., Six Sigma, IT Benchmarking, Project Management, Sales, Team Building, Sourcing, IT Service Management, Risk Management, CRM, Analysis
Education
Furman University 2004 — 2008
B.S.
Greensboro Day School
LPL Financial September 2013 - Present
Smarter Systems March 2013 - September 2013
Lowe's Home Improvement November 2011 - March 2013
hiSoft Technology International Limited (Formerly NouvEON) August 2010 - November 2011
Palmetto Athletic Club February 2009 - July 2010
Skills
Problem Solving, Negotiation, Building Relationships, Data Analysis, Business Process..., Six Sigma, IT Benchmarking, Project Management, Sales, Team Building, Sourcing, IT Service Management, Risk Management, CRM, Analysis
Education
Furman University 2004 — 2008
B.S.
Greensboro Day School
Sara Khatami's LPL Financial Experience June 2010 - December 2012
Job Talent Agent at Vitamin T
Industry Staffing and Recruiting
Experience
Vitamin T November 2014 - Present
Randstad August 2013 - November 2014
Grainger November 2012 - August 2013
LPL Financial June 2010 - December 2012
Euphoria January 2010 - May 2010
Showcase Marketing May 2009 - August 2009
CNN May 2009 - August 2009
Skills
Microsoft Excel, Data Analysis, Time Management, Sales, Customer Service, Marketing, PowerPoint, Wealth Management, Outlook, Microsoft Office, Account Management, Public Speaking, Insurance, Sales Operations, Leadership, Talent Management, Advertising, Digital Marketing, Social Media, Management, Social Networking
Education
Furman University 2006 — 2010
Bachelor of Arts (BA), Communication, General
Vitamin T November 2014 - Present
Randstad August 2013 - November 2014
Grainger November 2012 - August 2013
LPL Financial June 2010 - December 2012
Euphoria January 2010 - May 2010
Showcase Marketing May 2009 - August 2009
CNN May 2009 - August 2009
Skills
Microsoft Excel, Data Analysis, Time Management, Sales, Customer Service, Marketing, PowerPoint, Wealth Management, Outlook, Microsoft Office, Account Management, Public Speaking, Insurance, Sales Operations, Leadership, Talent Management, Advertising, Digital Marketing, Social Media, Management, Social Networking
Education
Furman University 2006 — 2010
Bachelor of Arts (BA), Communication, General
Shaun Pierpoint's LPL Financial Experience April 2007 - October 2010
Job Sr. Mutual Fund Trader at LPL Financial
Industry Financial Services
Experience
LPL Financial April 2007 - October 2010
Janus Mutual Funds September 2003 - August 2005
Education
Fort Lewis College
Bachelors, Business Administration; Finance
National University
Masters, Business Administration; Finance
LPL Financial April 2007 - October 2010
Janus Mutual Funds September 2003 - August 2005
Education
Fort Lewis College
Bachelors, Business Administration; Finance
National University
Masters, Business Administration; Finance
John L. Porro, Jr., CFP®'s LPL Financial Experience January 1998 - Present
Job CERTIFIED FINANCIAL PLANNER™, Branch Manager
Industry Financial Services
Experience
LPL Financial January 1998 - Present
Skills
Wealth Management, Securities, Retirement Planning, Alternative Investments, Hedge Funds, Investment Advisory, Investment Management, Fixed Income, Variable Annuities, Asset Protection, REIT, Financial Planning, Asset Managment
Education
Florida Atlantic University
BS, Finance
LPL Financial January 1998 - Present
Skills
Wealth Management, Securities, Retirement Planning, Alternative Investments, Hedge Funds, Investment Advisory, Investment Management, Fixed Income, Variable Annuities, Asset Protection, REIT, Financial Planning, Asset Managment
Education
Florida Atlantic University
BS, Finance
Scarlett Cherry's LPL Financial Experience September 2012 - Present
Job Senior Examiner at LPL Financial
Industry Financial Services
Experience
LPL Financial September 2012 - Present
NEXT Financial Group, Inc. July 2008 - September 2012
WAMU Investments, Inc. November 2005 - June 2008
SunTrust Securities, Inc. July 2004 - March 2005
CCB Investor Services June 2001 - July 2004
CCB Investor Services November 2000 - June 2001
Clayton Group Services, Inc. August 1998 - March 2000
Skills
Series 24, Series 7, Securities, FINRA, Uniform Combined State..., Investments, Insurance, Sales, Series 63, Lotus Notes, Wealth Management, Customer Service, Outlook, Social Media Marketing, Mutual Funds
Education
Hampton University 1996 — 1998
Bachelor of Science, Marine and Environmental Science
LPL Financial September 2012 - Present
NEXT Financial Group, Inc. July 2008 - September 2012
WAMU Investments, Inc. November 2005 - June 2008
SunTrust Securities, Inc. July 2004 - March 2005
CCB Investor Services June 2001 - July 2004
CCB Investor Services November 2000 - June 2001
Clayton Group Services, Inc. August 1998 - March 2000
Skills
Series 24, Series 7, Securities, FINRA, Uniform Combined State..., Investments, Insurance, Sales, Series 63, Lotus Notes, Wealth Management, Customer Service, Outlook, Social Media Marketing, Mutual Funds
Education
Hampton University 1996 — 1998
Bachelor of Science, Marine and Environmental Science
Hamza Rashid's LPL Financial Experience May 2011 - November 2011
Job Research Analyst at Calkain Companies
Industry Financial Services
Experience
Calkain Companies February 2015 - Present
GEICO February 2014 - February 2015
GEICO January 2013 - February 2014
Signature Estate & Investment Advisors, LLC November 2011 - May 2012
LPL Financial May 2011 - November 2011
Skills
Investments, Financial Modeling, Financial Analysis, Market Research, Microsoft Excel, Economics, Insurance, Marketing, SAS, Valuation, Product Management, Executive Management, Business Development, Management
Education
George Mason University 2010 — 2013
Bachelor of Science (B.S.), Economics, 3.87
Calkain Companies February 2015 - Present
GEICO February 2014 - February 2015
GEICO January 2013 - February 2014
Signature Estate & Investment Advisors, LLC November 2011 - May 2012
LPL Financial May 2011 - November 2011
Skills
Investments, Financial Modeling, Financial Analysis, Market Research, Microsoft Excel, Economics, Insurance, Marketing, SAS, Valuation, Product Management, Executive Management, Business Development, Management
Education
George Mason University 2010 — 2013
Bachelor of Science (B.S.), Economics, 3.87
Thomas Yednak's LPL Financial Experience June 2012 - Present
Job Senior Citrix Engineer, LPL Financial
Industry Financial Services
Experience
LPL Financial June 2012 - Present
Lender Processing Services, Inc. (LPS) February 2012 - June 2012
Lipper Inc November 2009 - February 2012
Lipper Inc May 2002 - November 2009
Education
Westwood College - Denver North
Associates Degree, Computer Network Engineering
Florida State University
Bachelor of Science, Management Information Systems
LPL Financial June 2012 - Present
Lender Processing Services, Inc. (LPS) February 2012 - June 2012
Lipper Inc November 2009 - February 2012
Lipper Inc May 2002 - November 2009
Education
Westwood College - Denver North
Associates Degree, Computer Network Engineering
Florida State University
Bachelor of Science, Management Information Systems
Thomas Kirkpatrick's LPL Financial Experience August 2014 - Present
Job Product management
Industry Financial Services
Experience
LPL Financial August 2014 - Present
Folio Dynamix user group 2013 - Present
Raymond James & Associates, Inc April 2003 - June 2014
Charles River Development 2001 - 2003
BondDesk Group LLC 1999 - 2001
Skills
Product Management, Business Analysis, Competitive Analysis, Agile Methodologies, SDLC, Requirements Analysis, Portfolio Management, Requirements Gathering, Product Marketing, Software Project..., Agile Project Management, Analytics, Vendor Management, Cross-functional Team..., Management, Business Requirements, Program Management, Business Intelligence, Financial Services, Integration, IT Strategy, Visio, User Acceptance Testing, Analysis, PMP, Project Management, Strategy, Software Development, Risk Management, Electronic Trading, Relationship Management, Fixed Income, Management Consulting, Systems Analysis, Equities, Change Management, Business Strategy, Leadership, Project Delivery, Series 7, Securities, Business Process..., Pragmatic Marketing...
Education
University of Oklahoma 1991 — 1993
Master of Business Administration (M.B.A.), Finance, General
Franklin & Marshall College 1984 — 1988
Bachelor of Arts (B.A.), Business Administration and Management, General
LPL Financial August 2014 - Present
Folio Dynamix user group 2013 - Present
Raymond James & Associates, Inc April 2003 - June 2014
Charles River Development 2001 - 2003
BondDesk Group LLC 1999 - 2001
Skills
Product Management, Business Analysis, Competitive Analysis, Agile Methodologies, SDLC, Requirements Analysis, Portfolio Management, Requirements Gathering, Product Marketing, Software Project..., Agile Project Management, Analytics, Vendor Management, Cross-functional Team..., Management, Business Requirements, Program Management, Business Intelligence, Financial Services, Integration, IT Strategy, Visio, User Acceptance Testing, Analysis, PMP, Project Management, Strategy, Software Development, Risk Management, Electronic Trading, Relationship Management, Fixed Income, Management Consulting, Systems Analysis, Equities, Change Management, Business Strategy, Leadership, Project Delivery, Series 7, Securities, Business Process..., Pragmatic Marketing...
Education
University of Oklahoma 1991 — 1993
Master of Business Administration (M.B.A.), Finance, General
Franklin & Marshall College 1984 — 1988
Bachelor of Arts (B.A.), Business Administration and Management, General
Bobbie Edson-Jones's LPL Financial Experience January 2005 - Present
Job Office Manager at LPL Financial Services
Industry Investment Management
Experience
LPL Financial January 2005 - Present
Tampa Florida March 1997 - January 2005
Education
Florida State University
H B Plant
St Leo College
BS, Business Administration and Management, General
LPL Financial January 2005 - Present
Tampa Florida March 1997 - January 2005
Education
Florida State University
H B Plant
St Leo College
BS, Business Administration and Management, General
Carla Woolsey's LPL Financial Experience October 2001 - Present
Job LPL Sr. Registered Client Associate
Industry Financial Services
Experience
LPL Financial October 2001 - Present
Edward Jones June 1997 - October 2001
Skills
Series 7, Series 63
Education
Grayson County College
Associates Business Administration
LPL Financial October 2001 - Present
Edward Jones June 1997 - October 2001
Skills
Series 7, Series 63
Education
Grayson County College
Associates Business Administration
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.