Experience
Veritas Auto Finance   June 2014 - Present
Hyundai Capital America  February 2010 - May 2014
Integris Financial   January 2007 - September 2008
LPL Financial Services   May 2003 - January 2007
HSBC/Household Auto Finance   June 2000 - May 2003
Altschuler, Melvoin and Glasser, LLP   November 1999 - June 2000
Bansley and Kiener, LLP   January 1997 - November 1999

Skills
Process Improvement, Financial Analysis, Finance, Risk Management, Financial Planning, Business Analysis, Financial Modeling, Strategic Planning, Financial Reporting, Banking, Strategy, Forecasting

Education
Drake University   1992 — 1996
Bachelor of Science, Corporate Finance and Accounting

Experience
MassMutual Financial Group  July 2014 - Present
New York Life Insurance Company  August 2013 - June 2014
New York Life Insurance Company  February 2005 - August 2013
LPL Financial Services   May 2000 - June 2001
LPL Financial Services   May 1997 - June 2000
State Farm  August 1996 - February 1997
Chase Fetters Hewitt, Architects   January 1996 - August 1996
Matrix Services, Inc.   August 1992 - January 1996

Skills
Insurance, Outlook, Microsoft Excel, Customer Service, Administrative..., PowerPoint, Employee Benefits, Microsoft Office, Life Insurance, Microsoft Word, Access, Retirement Planning, Data Entry, Spreadsheets, Investments, Office Management, Event Planning, Retirement, Fixed Annuities

Education
Tulsa Community College   1992 — 1994

Rogers State University   1982 — 1984

Claremore High School   1977 — 1980
High School

Experience
Financial Services  July 2013 - Present
New York Life/ NYLife Securities LLC.   2010 - June 2013
LPL Financial Services   2007 - 2009
Provident Investment Company   1995 - 2006
Allfirst Financial (now M&T Bank)   1975 - 1995

Skills
Asset Management, Retirement Planning, Financial Advisory, Investment Strategies, Portfolio Management, Banking, Annuities, Insurance, Securities, Investments, Risk Management, Compliance, Wealth Management, Strategic Planning, Sales Management, Team Building, Coaching, New Business Development, Equities, Process Improvement, Business Strategy, Product Development, Team Leadership, Investment Advisory, Business Planning, Executive Management, Brokerage, Change Management, Consultative Selling, Series 24, Series 63, Series 7, Fixed Income, Strategic Financial..., Fixed Annuities, Leadership, Start-ups, Investment Management, Life Insurance, Mutual Funds, Retirement, Business Development, Capital Markets, FINRA, IRAs, 401k, Asset Allocation, Series 6, Wealth Management...

Education
Randolph-Macon College   1970 — 1974
BA., Economics

Experience
Blndspt.com   January 2007 - Present
Pluralsight  January 2014 - Present
Rouse Asset Services   March 2013 - May 2014
Bridgepoint Education  2012 - January 2013
Bridgepoint Education  November 2009 - May 2012
LPL Financial Services   2007 - November 2009
Valor IT  2002 - 2007
Above Commerce, Inc   1998 - 2002
Lockheed Martin  1997 - 1998
Virginia VIEW   1995 - 1997

Skills
SDLC, Software Project..., Business Analysis, Program Management, Requirements Analysis, Solution Architecture, Business Intelligence, Project Management, Integration, PMO, Software Development, Project Portfolio..., PMP, Vendor Management, Early-stage Startups, Entre, Continu, Lean Startup, ERP, HTML 5, Java, CSS3, Ruby, Ruby on Rails, LAMP, PHP, MySQL, .NET

Education
Virginia Polytechnic Institute and State University   1995 — 1997
BS, Computer Science and Mathematics

Monterey Peninsula College   1992 — 1994
Associate's degree, Computer Science

Arizona State University

Boston University

Pluralsight

Pluralsight

UC Berkeley

Experience
LGM Financial Services Inc.  January 2015 - Present
Seraph Analytics   April 2011 - January 2015
MIR3  April 2010 - May 2011
Skylight Healthcare Systems  January 2008 - April 2010
LPL Financial Services   August 2006 - December 2007
Morgan Stanley  February 2004 - July 2006
Nuance Communications  2000 - 2003
Software Engineering  January 1994 - January 2000

Skills
Executive Management, Entrepreneur, Technology Strategy..., Outsourcing, SDLC, Team Building, Cloud Computing, Technology Product..., Entrepreneurship, SaaS, Software Project..., Product Management, Software Development, Business Intelligence, XML, IT Strategy, Strategy, Salesforce.com, E-commerce, Leadership, Program Management, Analytics, Requirements Analysis, Agile Methodologies, Web Services, Java, SQL, Information Technology, Vendor Management, Cross-functional Team..., CRM, SOA, Security, Process Improvement, Integration, Business Analysis, Databases, Enterprise Architecture, Enterprise Software, Management, Consulting, C#, Management Consulting, System Architecture, Distributed Systems, Agile Project Management, Mobile Devices, jQuery, SOAP, SharePoint

Education
McGill University   2004 — 2006
MBA, IT Strategy and Management

University of Delaware   1995 — 1997
BSc, Computer Information Systems

Experience
Incapital Wealth Management Solutions   December 2014 - Present
Stadion Money Management  April 2014 - December 2014
Edward Jones  January 2014 - March 2014
Advisors Asset Management, Inc.   January 2013 - January 2014
Advisors Asset Management  April 2009 - December 2012
ClientWise, LLC  July 2008 - March 2009
MS Society - Greater North Jersey Chapter   July 2007 - January 2009
Greater North Jersey MS Society   January 2007 - January 2009
LPL Financial Services   August 2007 - July 2008
AllianceBernstein  2000 - 2007

Skills
Retirement Planning, Fixed Income, Wealth Management, Financial Services, Series 7, Financial Advisory, Retirement, SMA, Unit Investment Trusts, Finance, ETFs, Investment Management, Strategy, Asset Allocation, Leadership, Securities, Relationship Management, Alternative Investments, Mutual Funds, Investments, Series 63, Investment Advisory

Education
Manhattan College   1998 — 2001
Bachelor's degree, Organizational Leadership

Paramus Catholic   1984 — 1986

Experience
Evangel University  December 2014 - Present
Stratos Wealth Partners  October 2008 - Present
LPL Financial Services   October 2008 - Present
Emerge Counseling Services   1989 - Present
Wachovia Securities  July 1991 - August 2008

Skills
Series 7, Wealth Management, Securities, Investments, Retirement Planning, Wealth, Estate Planning, Retirement, Financial Advisory, Finance, Mutual Funds, 401k, Asset Allocation, Investment Advisory, Small Business, FINRA, Fixed Annuities, Succession Planning, Strategic Financial..., Mergers & Acquisitions, Investment Strategies, Financial Planners, Series 63, Alternative Investments, ETFs, Asset Management, Investment Management, Wealth Management..., IRAs, Portfolio Management, Personal Finance, Series 65, Bonds, Equities, Long-term Care, Financial Services, Life Insurance, High Net Worth..., Pensions, 401k Rollovers, Personal Financial..., Management, Insurance, Financial Analysis, Risk Management, Fixed Income

Education
Baldwin Wallace University   1977 — 1979
MBA, Business Management

Evangel University   1966 — 1970
BBA, Accounting Major/ Business Management& Economis Minor

Experience
MidHudson Regional Hospital of Westchester Medical Center  September 2014 - Present
Suburban Propane  June 2013 - September 2014
Alliance of Professionals & Consultants, Inc. (APC)   August 2012 - March 2013
Hudson Energy Services   April 2009 - March 2012
Walmart  January 2008 - April 2009
Walmart  October 2007 - January 2008
Gap Inc.  October 2004 - October 2007
Putnam Investments  2003 - 2004
America Online/AOL Time Warner   1999 - 2002
LPL Financial Services   June 1998 - September 1999

Skills
Employee Relations, Onboarding, Recruiting, Applicant Tracking..., Talent Management, Human Resources, Talent Acquisition, Succession Planning, Sourcing, College Recruiting, Internet Recruiting, Executive Search, Interviews, Benefits Negotiation, Employee Training, Temporary Placement, Contract Recruitment, Screening Resumes, Organizational..., Personnel Management, Management, Training, Workforce Planning, Technical Recruiting, Employee Engagement, Hiring, Deferred Compensation, Performance Management, HRIS, Benefits Administration, HR Policies, New Hire Orientations, PeopleSoft, Employee Benefits, Leadership

Education
Northeastern University   1985 — 1990
BS, Human Resources

Port Jervis High School

Experience
Allstate Insurance Company  January 2004 - Present
Columbia Winery  2002 - 2005
Safeco  2000 - 2002
Financial Database Services  1997 - 1999
LPL Financial Services   1994 - 1996
Union Bank  1992 - 1994

Skills
Business Objects, Tactician, Perr & Knight, Insurance, Underwriting, Analytics, Business Analysis, Data Analysis, Risk Management, Business Intelligence, Competitive Analysis, Requirements Gathering, Business Process..., Strategic Planning, Project Management, Process Improvement, Marketing, Team Building, Management, Business Development, CRM, Leadership, Salesforce.com, Account Management, New Business Development, Team Leadership, Product Management, Access, Vendor Management, Strategy, Property & Casualty..., General Insurance, Analysis, Commercial Insurance, Life Insurance, Financial Services, Claim

Education
Pacific Lutheran University - School of Business   2000 — 2002
Master of Business Administration, Technology & Innovation Management

University of California, Berkeley   1987 — 1992
Bachelor of Arts, Economics

Academy of Our Lady of Peace   1983 — 1987
High School, College Preparatory

Experience
Towers Watson  April 2005 - Present
LPL Financial Services   March 2002 - March 2005

Skills
Agile Methodologies, Cloud Computing, SQL, JIRA, Java, JavaScript, .NET, C#

Education
Arizona State University   1994 — 1999

Experience
Envision Wealth Advisors, LLC   November 2005 - Present
Dawson & associates  September 1988 - November 2005
LPL Financial Services   September 1989 - February 2005

Skills
Personal Financial..., Retirement Planning, Retirement, Wealth, Finance, Investments, Wealth Management, Asset Allocation, Insurance, Alternative Investments, Financial Advisory, Strategic Financial...

Education
Mansfield University of Pennsylvania   1970 — 1974
Bachelor of Science (BS), Education

Experience
Reit Management & Research LLC  February 2015 - Present
LPL Financial Services   August 2007 - January 2015
Angell Palmer & Dodge LLP   February 2007 - June 2007
HGT Pharmaceuticals   March 2006 - February 2007
IBM  November 2005 - July 2006
Cutler Pickering   February 2005 - November 2005
JPMorgan Investor Services  September 1996 - October 2004

Skills
Servers, XP, Troubleshooting, VPN, Technical Support, Operating Systems, Computer Hardware, Windows, Firewalls, Software Installation, Hardware, Security, Routers, Switches, System Deployment, Active Directory, SCCM, Microsoft Exchange

Education
Emerson College

New Horizon's Boston

Experience
Charleston Wealth Management   January 2003 - Present
LPL Financial Services   January 2003 - Present
Parentworks   2002 - 2005
Leukemia Society of Central PA   2001 - 2005
Boys & Girls Club of Central PA   2000 - 2005
Prudential Securities  July 1997 - January 2003
Vanguard Cellular One  1992 - 1997

Education
Radford University   1981 — 1985
BBA, Business

Experience
Jersey Shore State Bank  August 2013 - Present
Horizon Federal Credit Union   June 2012 - August 2013
Prudential Hodrick Realty   May 2013 - July 2013
Chartwells (Higher Education Division)   September 2011 - May 2012
Marywood University Pacer Fund   August 2011 - May 2012
Lowe's Home Improvement  June 2011 - August 2011
LPL Financial Services   May 2011 - August 2011
Marywood University  August 2008 - April 2011
West Branch Orhtopedics and Sports Medicine   May 2009 - August 2009

Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Public Speaking, Event Planning, Research, Social Networking, Customer Service, Facebook, Social Media Marketing, Public Relations, Community Outreach, Leadership, Financial Analysis, Data Entry, Market Research, Marketing

Education
Marywood University   2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General

Marywood University   2008 — 2012
Bachelor of Arts Degree; Bachelor of Arts, Management; Financial Planning

Experience
PFS Investments  September 2013 - Present
Nationwide Insurance  November 2012 - May 2013
VALIC  September 2010 - November 2012
Huntington Bank  February 2010 - August 2010
Self  July 2009 - January 2010
Waddell & Reed  July 2009 - January 2010
Waddell & Reed  July 2009 - January 2010
Linsco/Private Ledger  April 2007 - June 2009
LPL Financial Services   2007 - 2009
The Vanguard Group  May 2005 - April 2007

Skills
Series 6, Series 7, Mutual Funds, Series 63, Retirement Planning, Retirement, IRAs, Securities, Uniform Combined State..., Insurance, Financial Advisory, Estate Planning, FINRA, Financial Planners, Financial Services, Investments, Life Insurance, Asset Managment, Fixed Annuities, Wealth Management, Bonds, Options, 401k, High Net Worth..., Customer Service, Asset Management, Financial Analysis, Finance, Portfolio Management, Loans, Financial Planning, Leadership, Microsoft Office, Sales, Strategic Planning, Coaching, Public Speaking

Education
Keller Graduate School of Management of DeVry University   2011 — 2014
Master of Information Systems and Management (MISM), Data Administration and Management

Southern University A&M College   1994 — 2001
B.S, Rehabilitation Counseling

Southern University and Agricultural and Mechanical College at Baton Rouge   1994 — 2001
Bachelor of Science, Rehabilitation Counseling/Psychology

Scotlandville Magnet High School   1990 — 1994
High School Diploma

Experience
Barney & Barney  February 2010 - April 2014
UCSD Thornton Hospital  June 2011 - August 2011
Morrison Insurance Services   November 2007 - February 2010
LPL Financial Services   August 2006 - August 2007
Best Start Birth Center  July 2000 - June 2006

Skills
Employee Benefits, Brokers, Property & Casualty..., Talent Acquisition, Workers Compensation, Life Insurance, Human Resources, Onboarding, Underwriting, Benefits Administration, Disability Insurance, Health Insurance, Term Life Insurance, Insurance, HRIS, Applicant Tracking..., Recruiting, Employee Relations, Customer Service, Teamwork, Open Enrollment, Health Savings Accounts

Education
National University   2014 — 2016
Bachelor's Degree, Registered Nursing/Registered Nurse

San Diego Mesa College   2002 — 2006
Associate's Degree, Transfer Studies

Experience
LPL Financial  February 2012 - Present
LPL Financial  January 2009 - February 2012
LPL Financial Services   January 2007 - July 2009
LPL Financial Services   March 2004 - January 2007
American Home Mortgage  August 2002 - March 2004

Skills
High Net Worth..., Retirement Planning, Mutual Funds, Series 7, Wealth Management, Investments, Asset Allocation, Securities, Asset Management, FINRA

Education
Northeastern University   2000 — 2002
BS, Economics

Utah State University   1997 — 2000

Experience
Envestnet Inc.  April 2010 - Present
FundQuest  June 2006 - August 2010
Neuberger Berman  August 1997 - May 2006
Strong Capital Management  February 1995 - July 1997
LPL Financial Services   January 1992 - January 1995
Putnam Investments  August 1986 - December 1991

Skills
Business Strategy, Enterprise Software, Finance, Financial Advisory, Financial Services, Investments, Leadership, Mutual Funds, New Business Development, Program Management, Sales Management

Education
Suffolk University - Sawyer Business School   1982 — 1984
MBA, Finance

Keene State College   1975 — 1979
BS Management, Business

Experience
Manpower  November 2014 - Present
ManpowerGroup  2013 - Present
Charles County Government  February 2011 - July 2012
Rainbow Outsourcing   November 2005 - September 2009
LPL Financial Services   March 1997 - December 2000
Bank of Boston  September 1994 - October 1997
Boston Stock Exchange  1990 - 1995

Skills
Management, Human Resources, PowerPoint, Customer Service, Event Planning, Administrative..., Payroll, Administration, Customer Satisfaction, Public Speaking, Recruiting, Interviews, Employee Benefits, Invoicing, Fundraising, Microsoft Office, Outlook, Temporary Placement, Microsoft Word, Leadership, Strategic Planning, Administrative...

Education
Salve Regina University   1984 — 1988
Bachelor of Science (BS), Elementary Education and Teaching

Duxbury High School

Experience
GreatCall  January 2013 - Present
GreatCall  September 2012 - January 2013
GreatCall  March 2010 - September 2012
GreatCall  June 2009 - March 2010
LPL Financial Services   September 2007 - July 2008
Accredited Home Lenders  2004 - 2007
Armadillo Construction   February 2002 - October 2004
TD Waterhouse  May 1999 - July 2001

Skills
E-Learning, ADDIE, Instructional Design, Captivate, Needs Analysis

Education
San Diego State University-California State University   2010 — 2013
MA, Educational Technology

Boston College   1993 — 1997
BA, Political Science

Experience
LPL Financial  June 2014 - Present
LPL Financial Services   September 2010 - June 2014
Northrop Grumman  February 2007 - May 2010
Union Bank Of California  September 2000 - February 2007
Inabled Inc   June 2000 - August 2000
Inabled Inc   2000 - 2000

Skills
SDLC, Program Management, Software Project..., Vendor Management, Enterprise Architecture, Agile Methodologies, Project Portfolio..., PMP, Requirements Analysis, PMO, Enterprise Software, Business Process, Project Management, Business Analysis, IT Management, ERP, Management, Risk Management, Information Technology, IT Strategy, Visio, Integration, SharePoint, Business Process..., Agile Project Management, Business Intelligence, Requirements Gathering, Architectures, Resource Management, ITIL, Project Delivery

Education
Regis University   2007 — 2008
MBA, General

University of Madras   1993 — 1997
Bachelor of Engineering, Computer Science

Experience
Sysco  July 2010 - Present
LPL Financial Services   October 1994 - July 2010

Education
Florida Southern College   1979 — 1983

Experience
Bank of Oklahoma  June 2015 - Present
LPL Financial  November 2011 - Present
LPL Financial Services   January 2003 - November 2011
LPL Financial  March 2000 - December 2002
Malaysia Online   May 1997 - February 2000
Merrill Lynch  May 1994 - August 1994

Skills
Equity Research, Alternative Investments, Investment Strategies, Strategy Development, Corporate Finance, Portfolio Management, Series 7, Bloomberg, Asset Management, Asset Managment, Strategy, Fixed Income, Equities, Investments, Financial Modeling, Mutual Funds, Asset Allocation, Financial Analysis, Risk Management, Financial Services, Finance, Bonds, Financial Advisory, Financial Risk, Wealth Management, Investment Management, Relationship Management, Hedge Funds, Securities, Investment Advisory, Separately Managed..., ETFs, Series 63, Capital Markets, Valuation, Financial Markets, Retirement Planning, Derivatives, Strategic Financial..., Options, Wealth Management..., FINRA, Trading, Series 24, Private Equity, Uniform Combined State..., Equity Valuation, Structured Products, Investment Banking, Series 65

Education
International Academy of Financial Management (AAFM)   2007 — 2007
CPM, Chartered Portfolio Manager (CPM)

Oklahoma City University   2005 — 2006
MBA, Finance

Oklahoma State University   1993 — 1995
BSc, Finance and Accounting

Experience
Cetera Financial Group  March 2015 - Present
E*TRADE Financial Corporation  May 2014 - February 2015
NFP Advisor Services Group  March 2012 - February 2013
LPL Financial  January 2009 - March 2012
LPL Financial Services   February 2004 - December 2008
Outreach, Inc.   August 2002 - August 2003
Emerald Publications  1998 - 2002

Skills
Mutual Funds, Series 7, Investments, Financial Advisory, Financial Services, FINRA, Wealth Management, Asset Management, Finance, Series 63, Alternative Investments, Investment Advisory, Project Planning, Asset Allocation, Securities, Consulting, Relationship Mgmt

Education
Bethel University
B.A., English Literature

Experience
Raymond James  2007 - Present
LPL Financial Services   2003 - 2007
Anderson Consulting / Accenture   2000 - 2003

Skills
Strategic Financial..., Wealth Management, Retirement Planning, Investments, Retirement, Estate Planning, Financial Services, Portfolio Management, Finance, Insurance, Mutual Funds, Pensions

Education
Colorado School of Mines   1995 — 2000
BS in Mechanical and Civil Engineering, Engineering

Cherry Creek High School   1991 — 1995

Experience
Illumina  June 2008 - Present
Student Loan Xpress  January 2006 - June 2008
LPL Financial Services   July 2003 - January 2006

Skills
Salesforce.com, Press Releases, Landing Page..., Web Marketing, Email Marketing, Social Media, Corporate Communications, Project Management, ROMI, Public Speaking, Sales & Marketing..., Marketing Automation, Lead Generation, Online Advertising, Marketing Strategy, Marketing Communications, Direct Marketing, Social Media Marketing, Marketing, SEO, Integrated Marketing, Segmentation, SEM, CRM, Marketing Management, Product Marketing, Online Marketing, Strategy

Education
San Diego State University-California State University   1995 — 2000

Experience
Art Institute Inland Empire & San Diego   June 2003 - July 2015
Infusion Culinary, Inc.   June 2005 - December 2010
Tasteful Learning Initiatives Inc.   September 2005 - June 2008
Bloomingdale's San Diego   October 2006 - April 2008
Digital Lighthouse  January 2000 - January 2001
LPL Financial Services   September 1996 - June 1999
American Express Financial Advisors  September 1994 - June 1996
American Express Financial Advisors  September 1990 - August 1994
IDS Financial Services  June 1985 - August 1990

Skills
Culinary Skills, Menu Development, Cooking, Catering, Recipes, Restaurants, Training, Cuisine, Team Building, Food & Beverage, Restaurant Management, Event Planning, Management, Organizational..., Curriculum Development, Learning & Development..., Talent Development, Leadership Development, Product & Process..., Product Management, Fine Dining, Baking, Public Speaking, Budgets, Pastry, ServSafe, Hospitality Management, Staff Development, Food Safety, Wine, Teaching, Sanitation, Food Preparation, Banquets, Marketing, Hiring, Inventory Management, Coaching, Cost Control, Product Marketing, Sustainability, Product Development, Budgeting, Customer Service, Leadership, Hospitality, Event Management, Project Management, Food, Microsoft Office

Education
Prescott College   2012 — 2014
Doctor of Philosophy (Ph.D.), Sustainability Education

Argosy University
DBA Coursework

Kapiolani Community College   2001 — 2003
Culinary Certificate Coursework

University of Minnesota - Carlson School of Management   1982 — 1985
Master of Business Administration (M.B.A.), MIS & Operations Management

University of California, San Diego   1980 — 1982
Bachelor’s Degree, Political Science

Experience
Wells Fargo Advisors, LLC  July 1999 - Present
Wells Fargo Advisors, LLC  January 2006 - Present
LPL Financial Services   1994 - July 1999
Small Business Owner  January 1987 - February 1994

Skills
Retirement Planning, Financial Advisory, Retirement, Independent Financial..., Investment Planning, 401k Rollovers, 401k, Wealth Accumulation..., Wealth Preservation..., Tax-Efficient Strategies, Retirement-Plan..., 403 b, Qualified Retirement..., Non-Qualified Deferred..., Pensions, 457 Plans, Pension Rollover..., Multigenerational...

Education
Center for Fiduciary Studies™   2014 — 2014
Accredited Investment Fiduciary®

College for Financial Planning   1994 — 1994
Foundations in Financial Planning

Prudential Securities University   1992 — 1992
Advanced Training in Portfolio Strategies

Oregon State University
Bachelor of Science (BS) in Business

Oregon State University
Bachelor of Arts (BA) in Business

Waseda University

Experience
LPL Financial  February 2012 - Present
LPL Financial  November 2009 - Present
LPL Financial Services   2005 - Present
LPL  2005 - Present
IFMG  September 2007 - December 2008
Jefferson Pilot Financial  July 1999 - August 2005
Jefferson Pilot Securities  1999 - 2005
Lincoln Financial Group  1999 - 2005
Jefferson Pilot Financial & Securities   1999 - 2005

Skills
Series 7, Investment Advisory, Wealth Management, Mutual Funds, Alternative Investments, Series 4, Series 24, Series 53, Series 63, Series 65, FINRA, Settlement, Securities Regulation, Uniform Combined State..., Financial Services, Leadership Initiatives, Retirement, Securities, Fixed Annuities, Investment Strategies, Series 6

Education
Keene State College   1986 — 1991
Bachelor of Science (B.S.), Business Administration and Management, General

Experience
Independent  June 2013 - Present
Altegris Investments  August 2012 - July 2013
UC San Diego Extension  December 2011 - January 2013
Bridgepoint Education  March 2011 - August 2012
FMT Consultants, LLC  March 2010 - March 2011
Scripps Health  May 2009 - March 2010
Brahma Holdings  July 2008 - May 2009
Column A, Inc.   February 2008 - July 2008
Centric Health Finance  December 2007 - May 2008
LPL Financial Services   January 2007 - November 2007

Skills
SQL, MDX, DAX, Dimensional Modeling, Data Warehousing, Data Warehouse..., Business Intelligence, PowerPivot, SQL Server, SSAS, SSIS, SSRS, Tableau, Excel, Crystal Reports, ERwin, TFS, VBA, SQL Tuning, Database Design, Instructional Design, Technical Training, Visio, Agile Data Warehousing, Cognos, Analysis Services, Business Intelligence..., ETL, OLAP, Data Marts, Star Schema, Physical Data Modeling, Data Analysis, Data Visualization, Performance Measurement, Data Modeling, Consulting, Rapid Prototyping, Data Integration, Kimball Methodology, Agile Methodologies, Data Quality, Marketing Analytics, Sales Analysis, Customer Data..., Investment Performance, Financial Analysis, Dundas Dashboard, R, Breakdance

Education
San Diego State University-California State University   2004 — 2005
MSBA, Information & Decision Systems

Georgia Institute of Technology - Georgia Tech College of Management   1993 — 1998
BS, Management

Experience
Benchmark Engineering & Construction Co. Inc.   July 2013 - Present
Habitat for Humanity Mahoning County   August 2010 - July 2013
Saint Edward Parish   September 2009 - June 2011
Ameriprise Financial Advisors  June 2008 - August 2010
LPL Financial Services   June 2007 - April 2008

Skills
Team Leadership, Project Coordination, Public Speaking, Non-profits, Customer Relations, Small Business, Problem Solving, Budgeting, Microsoft Office, Team Building, Strategic Planning, Excel, PowerPoint, Word, Volunteer Management, Budgets, Nonprofits, Microsoft Excel, Management, Customer Service, Microsoft Word, Community Outreach, Supervisory Skills, Leadership, Project Management, Finance, Leadership Development, Project Planning, Social Media, Construction, Research, Training, Event Planning, Program Management, Time Management, Fundraising, Contract Negotiation, Government

Education
Loyola University New Orleans   2009 — 2013
Masters, Pastoral Ministry

University of Pittsburgh   1991 — 1995
BS, Mechanical Engineering

Ligonier Valley Senior High

Experience
Cymer  October 2013 - Present
Altium  October 2010 - October 2013
Altium  February 2010 - September 2010
Kyocera Communications Inc.  April 2009 - February 2010
Kyocera Wireless  April 2007 - April 2009
LPL Financial Services   2006 - 2007
Z Microsystems  2005 - 2006
nStor Corporation  2003 - 2005
Silicon Wave  2000 - 2001

Skills
Employee Relations, Performance Management, Coaching, Leadership Development, Compensation, Deferred Compensation, Recruiting, Human Resources, Organizational..., Change Management, HRIS, Personnel Management, Team Building, Onboarding, Sales, Employee Benefits, Business Development, Management, Strategy, Leadership

Education
California State University-San Marcos - College of Business Administration
Bachelor of Science (B.S.), Small Business Administration/Management

University of Oklahoma

Experience
Aclara  December 2012 - Present
LPL Financial Services   February 2008 - April 2011
LPL Financial  2004 - December 2007
VUNET USA (formerly MP3.com)   1999 - 2003
MP3.com, Inc.   1999 - 2003
Contigo  1998 - 2000

Skills
Agile Methodologies, SDLC, Software Quality..., Quality Assurance, Scrum, Software Development, Process Improvement, Testing, Project Management, ITIL, Business Process, Databases, Web Applications, Test Planning, Microsoft SQL Server, Software Documentation, Program Management, SOA, Requirements Analysis, .NET, Software Project..., Strategy, SQL, Leadership, Management, Agile Project Management, Integration, Visio, Business Intelligence, SharePoint, Business Analysis, Vendor Management, Data Warehousing, Project Planning, Requirements Gathering

Education
Coleman College   1998 — 1998
Networking

Experience
salesforce.com  December 2013 - Present
salesforce.com  September 2012 - December 2013
Tursi Consulting, LLC   December 2011 - September 2012
Websense  August 2008 - November 2011
LPL Financial Services   August 2007 - August 2008
WellPoint  August 2006 - August 2007
Canadian Institute for Health Information  October 2004 - August 2006
Ministry of Health and Long-Term Care  October 2002 - May 2006
Community Care Access Centre of Waterloo Region   June 2005 - December 2005
Ernst & Young  October 2001 - September 2002

Skills
PMP, SDLC, Program Management, Project Portfolio..., Cross-functional Team..., Business Intelligence, Product Management, Enterprise Software, Business Process, CRM, Project Management, Consulting, Risk Management, Strategic Planning, MS Project, Cloud Computing, ERP, ITIL, Software Development, Management, Quality Assurance, Outsourcing, Strategy, Analysis, Change Management, Leadership, Management Consulting, Salesforce.com, SaaS, Business Analysis, Integration, PMO, Vendor Management, Information Technology, Agile Methodologies, Data Warehousing, Software Project..., Go-to-market Strategy, Requirements Analysis, Business Process Design, Oracle, Process Improvement, Business Process..., IT Service Management, Analytics, Professional Services, Enterprise Architecture, IT Strategy, Business Process..., Team Leadership

Education
Middle East Technical University   1992 — 1995
B.Sc., Industrial Engineering

Hacettepe Üniversitesi
Computer Sciences and Engineering

Experience
AlliedPRA  September 2013 - Present
La Jolla Pacific Development Group   November 2011 - April 2013
Profinance Associates, Inc.   March 2012 - September 2013
Caris & Company  May 2010 - December 2012
Gentry Assoc dba Park Manor Suites   October 2008 - December 2012
CUSO Financial Services  October 2002 - October 2008
LPL Financial Services   April 1999 - October 2002
BancAmerica Robertson Stephens   February 1993 - March 1999
Bechtel Investment Realty, Inc   October 1990 - February 1993
Deloitte  September 1986 - March 1990

Skills
FINRA, Financial Reporting, Accounting, Budgeting, SEC reporting, TOT and Sales Tax Audit..., Hotel and Restaurant..., SEC filings, Budgets, Auditing, Due Diligence, Banking, Financial Services, Securities, Financial Analysis, Finance, General Ledger, Forecasting, CPA, Process Improvement, QuickBooks, Investments, Risk Management, Cash Management, Financial Statements, Account Reconciliation, Financial Accounting, Corporate Finance, Management, US GAAP, IFRS, Payroll, PeopleSoft, Variance Analysis, Financial Audits, Executive Management, Strategic Financial..., Portfolio Management, Strategy, GAAP, Mergers & Acquisitions, Internal Controls, Financial Modeling, Managerial Finance, Asset Management, Sarbanes-Oxley Act, Internal Audit

Education
San Diego State University-California State University   1984 — 1986
B.S., Accounting

San Diego Mesa College   1982 — 1984
Associate's degree, Business Administration

Experience
Jones Agency - Palm Springs   October 2013 - Present
CJ Enterprises  July 2010 - October 2013
Desert Television/KPSP Local 2 (CBS)   May 2009 - July 2010
Journal Broadcast Group KMIR6 TV (NBC)   September 2008 - May 2009
LPL Financial Services   June 2002 - November 2007
Robert John Floe & Associates/LPL Financial   June 2002 - October 2002
Five Acres--The Boy's and Girl's Aid Society of Los Angeles   April 2000 - May 2002
JP Morgan/Chase  July 1998 - January 2000
The Joubert Company, Inc.   November 1995 - July 1998
South Padre Island Convention and Visitors Bureau   February 1995 - November 1995

Skills
Strategy, Investments, Financial Services, Financial Advisory, Strategic Planning, Relationship Management, Fundraising, Strategic Financial..., Financial Analysis, Estate Planning, Business Development, Marketing, Event Planning, Public Speaking, Public Relations, Music Industry, Broadcast Television, Advertising Sales, Promotions, Sales Presentations, Sales, Social Media, Social Media Marketing, Social Networking, Entrepreneurship, Management, CRM, Marketing Strategy, Integrated Marketing, Leadership, Start-ups, Press Releases, Event Management, Small Business, New Business Development, Budgets, Finance, Publicity, Creative Direction, Online Marketing, Newsletters, Email Marketing

Education
Babson College   1974 — 1977
Bachelor of Science in Business Administration, Finance, Marketing, Communications, Management, Dean's List

Marymount International School   1972 — 1974
High School, English, Math, Drama and Music, One of top three in class.

Pensionnat Valmont   1970 — 1972
N/A, General high school classes... ALL in French!, N/A

Valco School   1964 — 1970
N/A, Elementary, Middle School and Junior High School classes, N/A ... Excellent student.

Numerous continuing education classes

Experience
Sempra Energy  March 2013 - Present
Sempra Energy  September 2012 - March 2013
Science Applications International Corporation  May 2011 - September 2012
Life Technologies  August 2010 - April 2011
Sempra Energy  September 2007 - July 2010
Imperial Capital Bancorp formerly ITLA Capital Corporation   August 2005 - September 2007
LPL Financial Services   October 2002 - March 2005

Skills
Business Intelligence, Visio, Hyperion Enterprise, Software Documentation, Analysis, SAP, Forecasting, Access, Essbase, Program Management, Oracle, Project Management, Management, Financial Modeling, SQL, Project Planning, Budgets, Consolidation, Variance Analysis, ETL

Education
University of California, San Diego   2009 — 2009

Point Loma Nazarene University   2006 — 2008
MBA

University of California, Riverside   1997 — 2002
B.A

Experience
Toyota Financial Services  2010 - Present
Allergan  2010 - 2010
Capital Group Companies  2007 - 2009
LPL Financial Services   2007 - 2007
Ameriquest / AMC Mortgage Services   2003 - 2007

Skills
Data Warehousing, ETL, Business Intelligence, Informatica, SDLC, Database Design, Data Warehouse..., Databases, Information Management, IT Service Management

Education
Orissa University of Agriculture and Technology
Bachelor's Degree, Science

Sri Venkateswara University
Master's Degree, Computer Applications

Experience
Independent Financial Group LLC  February 2014 - Present
Fifty Barrels Urban Winery & Tasting Room   July 2000 - October 2014
LPL Financial Services   April 2008 - February 2014
TD Ameritrade  April 2004 - April 2008
TD Ameritrade  January 2001 - April 2004

Skills
Series 7, FINRA, Series 63, Financial Advisory, Securities, Supervision, Management, Series 24, Trading, Uniform Combined State..., Series 66, Salesforce.com, SharePoint

Education
California State University San Marcos   1995 — 2000
Bachelor’s Degree, Social Science

Experience
Google  April 2014 - Present
Google  April 2012 - April 2014
Northrop Grumman Systems Corporation  October 2011 - April 2012
Northrop Grumman Systems Corporation  June 2008 - October 2011
Amylin Pharmaceuticals  January 2008 - May 2008
Brehm Communities  July 2005 - November 2007
Alcala Co., Inc.   November 2003 - August 2005
LPL Financial Services   January 2002 - December 2003

Skills
Contract Negotiation, Contract Management, Government Contracting, Government Compliance, Documentation, Subcontracting, Supplier Management, Price/Cost Analysis, International..., Earned Value Management, Change Management, Software Documentation, Management, Program Management, Project Planning, Supply Management, Leadership, Budgets, Project Management, Negotiation, RFP, Procurement, Purchasing, Proposal Writing, Analysis, Process Improvement

Education
California State University San Marcos   2006 — 2008
MBA, Business

University of California, San Diego   1999 — 2003
BA, Human Development: Biology/Psychology/Sociology

Experience
Goldman Sachs  June 2011 - Present
Goldman Sachs  May 2009 - Present
LPL Financial Services   February 2006 - March 2009
Nuveen Investments  August 2004 - February 2006
Wells Fargo Funds  2002 - 2004
Chase Vista Funds   1995 - 2002
Shearson Lehman Brothers  1991 - 1993

Skills
Separately Managed..., Mutual Funds, Asset Allocation, Capital Markets, Series 63, Hedge Funds, Series 7, Alternative Investments, Series 24, Securities, Investments, ETFs, Private Equity, Equities, Financial Services, Investment Advisory, Retirement Planning

Education
Boston College   1985 — 1989

Mount St Mary's/Bishop Guertin   1981 — 1985

Country Day

Experience
Chandler Unified School District  August 2011 - Present
Yen/McConnel Household   2001 - Present
Fidelity Investments  February 2007 - July 2008
LPL Financial Services   July 1990 - September 2006

Education
Concordia College   1984 — 1988

Northern Arizona University
Speech Language Pathology, Health Sciences

Experience
Wells Fargo Advisors, LLC  June 2015 - Present
LPL Financial Services   January 2014 - January 2015
Robert W. Baird & Co.   July 2013 - January 2014
SWS Financial Services   August 2010 - July 2013
Southwest Securities  November 2008 - July 2010
Veritude, A Fidelity Investments Company  October 2006 - October 2008
Lighthouse Financial Services   March 2004 - February 2006

Education
Pfeiffer University   1979 — 1983
Bachelor of Arts, Legal Services

Central Piedmont Community College   1977 — 1979
Associate in Applied Science, Paralegalism

Experience
Chandler Asset Management  July 2013 - Present
Zacks Investment Management  July 2010 - June 2013
LPL  October 2007 - July 2010
LPL Financial Services   October 2007 - July 2010
LPL Financial  October 2007 - July 2010
LPL  July 2005 - September 2007

Education
Bucknell University   1997 — 2001
Bachelor of Arts (B.A.), International Relations and Affairs

Experience
Brandes Investment Partners  March 2014 - Present
CoreLogic Credco  May 2011 - March 2014
Union Bank  December 2010 - May 2011
Mitchell1  April 2008 - November 2010
X3 Management   June 2007 - April 2008
Accredited Home Lenders  March 2003 - March 2007
Kintera  February 2002 - February 2003
Digital Systems International Corporation  November 1996 - November 2000
LPL financial Services   January 1996 - November 1996
Scudder Stevens and Clark  July 1994 - December 1995

Skills
T-SQL Stored Procedures, Analytics, Testing, TFS, ETL, Database Design, Data Modeling, Microsoft SQL Server, ssis, ssrs, T-SQL, Databases, SSAS 2008

Education
Northeastern University   1992 — 1994
Master of Computer Science, Database Management

University of Pune   1989 — 1992
BS, Computer Science

Experience
JPL Asset Management and Planning   January 2008 - Present
LPL Financial Services   February 1997 - December 2007
American Express Financial Advisors  August 1994 - February 1997

Skills
Retirement Planning, Strategic Financial..., Series 7, Investments, Wealth Management, Mutual Funds, Retirement, Insurance, Securities, Fixed Annuities, Asset Management, Portfolio Management, Series 63, Investment Advisory, Financial Services, 401k, Asset Allocation, Risk Management, Estate Planning, Financial Advisory

Education
The American College   1996 — 1998
ChFC Designation, Comprehensive Financial Planning

Certified Financial Planner Board of Standards
CFP Designation, Comprehensive Financial Planning

Penn State University   1989 — 1993
Bachelor's degree, Finance

Experience
BioMed Realty Trust  June 2008 - Present
BioMed Realty Trust  June 2008 - 2012
Student Loan Xpress, A CIT Company  January 2006 - June 2008
LPL Financial Services   2000 - December 2005
Fidelity Investments  2001 - 2003

Skills
Adobe Acrobat, Microsoft Office, Illustrator, Logo Design, Art Direction, PowerPoint, Graphic Design, Adobe Creative Suite, InDesign, Marketing, Graphics, Email Marketing, Advertising

Education
Keene State College   1994 — 1998

Experience
LPL Financial Services   2007 - Present
W.M. Financial Services   2001 - 2007

Education
New York Institute of Technology   1988 — 1990
MA, Communications

Experience
Bank of America  September 2009 - Present
Countrywide Financial Corp.  October 2005 - September 2009
LPL Financial Services   January 2002 - August 2004

Education
California State University-Northridge   1999 — 2003

Experience
LPL Financial  January 2012 - Present
LPL Financial  January 2010 - December 2011
LPL Financial Services   February 2007 - January 2010
LPL Financial  January 2005 - February 2007
Linsco/Private Ledger Corp.   January 2001 - December 2004
Linsco/Private Ledger Corp.   November 1998 - December 2000
Tucker Anthony, Inc.   March 1995 - November 1998
Manulife Financial  June 1991 - March 1995

Skills
Series 7, Series 63, Insurance, Life Insurance, Financial Advisory, Health Insurance, Series 6, Estate Planning, Management, Long-term Care, Operations Management, 401k, Disability Insurance, Investment Strategies, Relationship Management, Equities, Wealth, Project Management

Education
Emmanuel College
Bachelor of Business Administration (B.B.A.)

Experience
LPL Financial Services   March 2005 - Present

Skills
Investments, Financial Planning, Financial Analysis, Process Improvement, Risk Management, Microsoft Office, Securities, Financial Services, Microsoft Excel, Business Analysis, Mutual Funds, Vendor Management

Education
Penn State University   1995 — 2001
Economics

Experience
LPL Financial Services   January 2007 - Present
Delaware Investments  October 2004 - December 2006
Rorer Asset Management  September 1996 - October 2004

Skills
Structured Products, Municipal Bonds, Government Bonds, Bloomberg, Microsoft Excel, Employee Training

Education
Cabrini College   1989 — 1993
Bachelor of Science (BS), Finance, General

Experience
LPL Financial Services   June 2008 - Present
Independent Financial Marketing Group  2002 - 2008
Reged.com   2001 - 2002
US Bancorp Investments Inc.  1998 - 2001
Charles Schwab  1999 - 1999

Skills
Insurance, Training, Financial Services, Series 7, Vendor Management, Investments, Risk Management, Public Speaking, Banking, Organizational..., Financial Advisory, Leadership, Securities, Executive Management, Mutual Funds

Education
Colorado State University   1979 — 1983
BS Business Administration, Marketing, Psychology

Experience
LPL Financial  August 2014 - Present
LPL Financial  November 2012 - July 2014
LPL Financial  May 2009 - October 2012
LPL Financial Services   January 2006 - May 2009
LPL Financial  September 2003 - December 2005
Deloitte  January 1997 - August 2003
Farmers Insurance  June 1994 - December 1996

Skills
Financial Services, Investments, Alternative Investments, Financial Analysis, Mutual Funds, Hedge Funds, Strategic Financial..., Asset Management, Securities, Financial Modeling, Series 7, Series 63, Due Diligence, Accounting, Valuation, Brokerage, Business Analysis, Series 24, CPA, Turn Around Management

Education
Harvard Business School Executive Education   2012 — 2013
Program for Leadership Development, Business Administration, Management and Operations

University of California, Riverside   1992 — 1994
Bus/Econ, Business

College of the Sequoias   1990 — 1992
General Education

Experience
The Lighthouse Salon   February 2014 - Present
Jean Claude Salon and Spa   March 2012 - February 2014
Jeslin Salon and Boutique   July 2011 - December 2011
Canvas A Hair Studio   January 2010 - July 2011
LPL Financial Services   May 2006 - March 2009

Skills
Hair Styling, Hair Coloring, Hair Cutting, Balayage, Brazilian Blowouts, Wedding Hair, Updos, Goldwell Color, Hair Extensions, Hair Care, Human Resources, Business Process, Employee Benefits, Onboarding, HRIS, Employee Relations, Recruiting, Applicant Tracking..., 401k, Talent Management, Talent Acquisition

Education
San Diego City College   2010 — 2011
Associate of Arts (A.A.), Cosmetology/Cosmetologist, General

Experience
Orion Health  April 2012 - Present
EMC  September 2008 - April 2012
Jefferies & Company  2004 - 2008
State Street Brokerage   October 2001 - November 2002
Manulife Financial  December 2000 - September 2001
LPL Financial Services   March 1997 - October 2000
DataSys Corporation   January 1994 - March 1997

Skills
VMware, Clariion, Fibre Channel, Solaris, EMC Storage, Storage, Storage Area Networks, NAS, Oracle, Disaster Recovery, Enterprise Storage, Virtualization, Servers, SAN, SaaS, Technical Support, Data Center, Unix, Integration, Enterprise Software, Cloud Computing

Education
Boston University   1988 — 1992
Bachelor's of Science, Aerospace Engineering

Toll Gate High School

Toll Gate High School

Experience
LPL Financial Services   Contract Oracle ProgrammerLPLJune 2004 - Present
EDS Group  September 2009 - March 2010
SPAWAR  March 2001 - May 2003

Education
Purdue University   1985 — 1990
BS, Computer Science

Experience
LPL Financial Services   Market MakerSJS SecuritiesAugust 2004 - May 2006

Education
Illinois State University   1979 — 1982
B.S., Finance, Economics

Experience
LPL Financial Services   July 1996 - Present

Skills
Series 63, Series 24, Series 7, Retirement Planning, Investment Advisory, FINRA, Uniform Combined State..., IRAs, 401k Rollovers, Mutual Funds, Investments, Series 65, Fixed Annuities, Estate Planning, Strategic Financial..., Series 6, Asset Allocation, Asset Management, Retirement, 401k, ETFs, Wealth Accumulation, Wealth Management..., Financial Planning

Education
Rutgers, The State University of New Jersey-Newark   1978 — 1979
Master of Business Administration (MBA), Finance/Marketing

University of Southern California   1974 — 1976
Bachelor of Arts (B.A.), Clinical Psychology

Experience
Northwestern Mutual  February 2013 - Present
LPL Financial Services   June 2006 - February 2013
New Alliance Investments   April 2004 - June 2006

Skills
Hold series 7, 66, and..., Retirement Planning, Finance

Education
University of Hartford
Master of Business Administration (MBA), Finance

New Mexico State University   1990 — 1994
Bachelor of Business Administration (BBA), Management/Marketing

Experience
LPL Financial Services   October 2007 - Present
John Hancock Life Ins Co Usa  January 2006 - December 2006
Fidelity Investments  January 2005 - December 2005
Sunlife Financial Services   January 2004 - December 2005
PFPC Global Fund Services  January 1996 - December 2004

Skills
Retirement Planning, Series 7, Investments, Portfolio Management, Retirement, Series 63, Strategic Financial..., Microsoft Excel, Mutual Funds, Securities, Wealth Management, Financial Analysis, •Computer literacy in...

Education
Franklin Pierce University   1988 — 1992
Bachelor of Arts (B.A.), History

Warwick Valley High School   1984 — 1988
Liberal Arts, Liberal Arts and Sciences, General Studies and Humanities

Experience
eBioscience  April 2015 - Present
Independent Financial Group, LLC  May 2014 - April 2015
LPL Financial Services   April 2007 - April 2014
Solera Inc.   2006 - 2007

Skills
Series 24, Securities, Series 7, Financial Services, FINRA, Investments, Wealth Management, Mutual Funds, Investment Advisory, AML, Equities, Risk Management, Alternative Investments, Asset Management, Investment Management, Retirement Planning, 401k, Series 63, Asset Allocation, Portfolio Management, Due Diligence, Financial Risk, Fixed Annuities, Bloomberg, Hedge Funds, Financial Advisory, Retirement, Banking, Insurance, Uniform Combined State..., Securities Regulation, Fixed Income, Strategic Financial..., KYC, Capital Markets

Education
Coleman University   2011 — 2012
IT & Network Security, 3.2

San Diego Mesa College   2008 — 2010
Business Administration and Management, General

Experience
Biogen Idec  July 2013 - Present
Novartis Vaccines and Diagnostics  September 2009 - July 2013
LPL Financial Services   September 2007 - April 2008
Summit Partners  June 2005 - June 2007

Skills
Microsoft Excel, PowerPoint, Typing - 80wpm, Minute taking, Office Management, Travel Arrangements, Administrative..., Outlook, Executive Support, Confidentiality, Calendaring, Spreadsheets, Clinical Research, Expense Management, Management, Project Management, Administrative...

Education
College of Management Studies   1994 — 1995
Bachelors Degree, Marketing

Dundalk Institute of Technology   1991 — 1993
National Certificate, Marketing & German

Experience
LPL Financial Services   June 2007 - Present
TIAA-CREF  June 2005 - June 2007
First Financial Bank  March 2002 - June 2005
Fidelity Investments  October 1995 - April 2002

Skills
Series 63, Investments, Sales, Financial Advisory, Series 7, Wealth Management, Mutual Funds, Insurance, Series 24, CIMA®

Education
Xavier University - School of Business Administration   1998 — 2000
MBA, Finance and Financial Management Services, GPA 3.4

Bowling Green State University   1988 — 1993
BS, Finance and International Business

Experience
Natixis Global Asset Management  May 2010 - Present
Foreside Advisory Network   April 2009 - November 2009
LPL Financial Services   March 2000 - March 2009
MFS Investment Management  May 1993 - March 2000
William O'Neil + Co. Inc.   December 1989 - September 1992

Education
Boston College - Wallace E. Carroll Graduate School of Management   1997 — 1999
MBA, Finance

Fairfield University   1984 — 1988
BA, Economics

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

Experience
Prudential Calfifornia Realty  January 2011 - Present
Century 21 Discovery  January 2004 - January 2011
Certified Home Realty   January 1994 - January 2004
LPL Financial Services   1993 - 2001

Skills
Real Estate, Selling, Sales, New Home Sales, Investments, Income Properties

Education
Purdue University   1983 — 1988
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical/Space Engineering

Experience
Deluxe Digital Studios  September 2013 - Present
Rovi  March 2013 - September 2013
Rovi  August 2011 - March 2013
LiveOffice  August 2010 - August 2011
LPL Financial Services   2009 - October 2010
Ferguson Consulting, Inc  October 2004 - December 2009

Skills
MongoDB, RabbitMQ, Oracle SQL, T-SQL, Microsoft SQL Server, Oracle, MySQL, Software Engineering, Design Patterns, C#, Java, Linux, Multithreading, Web Services, .NET, Silverlight, SOA, ASP.NET, SSRS, Data Warehousing, LINQ, Client/server, Agile Methodologies, JavaScript, WCF, IIS, XSLT, XML, SSIS, C# 4.0, WCF Services, MVVM, Scrum, TFS, N-tier, Agile Project Management, JSON-RPC, Google Search, Splunk, Cloud Computing

Education
Knox College   1995 — 1999
BA, Computer Science

Experience
Summit Brokerage Services  February 2010 - January 2012
LPL Financial Services   January 2004 - December 2009

Education
Ashland University   1961 — 1964

Experience
MNM Investments   2010 - Present
LPL Financial Services   July 2010 - September 2011
At Home Real Estate Group   2009 - 2010

Education
Loyola University Maryland   1995 — 1999
Bachelors, Psychology

Experience
LPL Financial Services   August 2007 - Present

Skills
Advanced Excel Skills, Advanced Microsoft..., Management, Access, Data Analysis, Project Management, Databases, Time Management, Accounting, Accounts Payable, Research, Employee Benefits, Portfolio Management, Investments, Financial Analysis, Strategic Financial..., Banking, Equities, Asset Management, Financial Services, Risk Management, Microsoft Excel, Analysis, Six Sigma, Finance, Business Analysis, Financial Modeling, Insurance, Relationship Management, Financial Risk, Mutual Funds, Fixed Income, Credit, Cash Management, Series 7

Education
University of Phoenix   2009 — 2012
Master of Business Administration (M.B.A.), Business Administration

Cal State San Marcos   2003 — 2007
Bachelor of Arts, Economics

Experience
Endurance Financial Services   April 2011 - Present
LPL Financial Services   March 1996 - June 2005
First Investors  June 1989 - March 1996

Skills
Retirement Planning, Wealth Management, Investment Advisory, Insurance Planning, 401k Rollovers, Estate Planning, Stocks, Bonds Mutual..., Financial Planning, Long Term Care Insurance, 401k Plans, Strategic Financial..., Mutual Funds, Insurance, 401k, Retirement, Investments, Asset Management, Financial Advisory, Financial Services

Education
Old Dominion University   1974 — 1982
Business Management, BS in Education and BS in Business Management

Experience
UnitedHealthcare  2001 - 2011
LPL Financial Services   January 1999 - January 2001

Skills
Data Mining, Business Systems..., Data Analytics and...

Education
Lawrence Technological University
Management Information Systems

National University
B.S. degree, Behavioral Sciences

University of California-San Diego
Healthcare Information Technology and Data Mining

Experience
ALLSTATE INSURANCE COMPANY / RAINEY AGENCY   March 2012 - Present
CBS RADIO  May 2014 - September 2014
BOBBENS TRADING   May 2013 - September 2013
LPL FINANCIAL SERVICES   May 2012 - September 2012
VERIZON WIRELESS BELLSTAR   October 2010 - November 2011
COTOGAN GROUP   May 2011 - August 2011

Skills
Customer Service, Management, Microsoft Excel, Strategic Planning, Sales, Leadership, Marketing, Target Marketing, Market Research, Consumer Behavior, Cold Calling /..., Product / Service..., Sales Closing Techniques, Microsoft Office Suite, MS PowerPoint, MS Excel

Education
Florida Atlantic University   2012 — 2015
Bachelor's Degree in Business Marketing, Business and Personal/Financial Services Marketing Operations / Minor - Economics

Florida Atlantic University   2012 — 2015
Bachelor of Science, Business Admistration / Marketing