LPL Financial Services
Industry: Company
DescriptionHeadquarters: San Diego, CA Founded: 1989 Subsidiaries: Fortigent, National Planning Holdings, Inc., Parent organizations: LPL Financial, LPL Financial Holdings Inc
LPL Financial Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at LPL Financial Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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LPL Financial Services Employees
Employee
Years
Job
Industry
Michael Deel Michael Deel's LPL Financial Services Experience March 2008 - December 2008
Job .
Industry Pharmaceuticals
Experience
Alcon Laboratories, Inc. January 2012 - Present
Vacations To Go February 2009 - September 2011
LPL Financial Services March 2008 - December 2008
Toyota Rent A Car April 2005 - March 2008
Skills
Sales Management, Sales, Customer Service, Marketing Strategy, Sales Process, Account Management, Cold Calling, Negotiation, New Business Development, Direct Sales
Education
Stephen F. Austin State University
Bachelor of Business Administration degree with a, Business Management
Alcon Laboratories, Inc. January 2012 - Present
Vacations To Go February 2009 - September 2011
LPL Financial Services March 2008 - December 2008
Toyota Rent A Car April 2005 - March 2008
Skills
Sales Management, Sales, Customer Service, Marketing Strategy, Sales Process, Account Management, Cold Calling, Negotiation, New Business Development, Direct Sales
Education
Stephen F. Austin State University
Bachelor of Business Administration degree with a, Business Management
Jon Galloway Jon Galloway's LPL Financial Services Experience 2002 - 2005
Job Senior Technical Evangelist at Microsoft focused on Web Development tools and platforms
Industry Internet
Experience
Microsoft December 2009 - Present
Vertigo Software August 2007 - December 2009
VelocIT September 2005 - August 2007
LPL Financial Services 2002 - 2005
The First American Corporation 2001 - 2002
Internet Strategy, Inc. October 1999 - November 2001
Golden Gate Software October 1997 - October 1999
U.S. Navy / USS Jefferson City (SSN-759) May 1992 - May 1997
Skills
C#, ASP.NET, Microsoft SQL Server, SQL, .NET, ASP.NET MVC, Visual Studio, Software Development, Agile Methodologies, Web Services, JavaScript, jQuery, Windows Azure, Entity Framework, T-SQL, XAML, MVC, CSS, Git, ASP.NET Web API, IIS, Web Development, WPF, REST, Silverlight, LINQ, AJAX, JSON, Design Patterns, Subversion, HTML 5, Software Design, XSLT, Software Engineering, HTML5
Education
United States Naval Academy 1988 — 1992
B.S., Physics
Microsoft December 2009 - Present
Vertigo Software August 2007 - December 2009
VelocIT September 2005 - August 2007
LPL Financial Services 2002 - 2005
The First American Corporation 2001 - 2002
Internet Strategy, Inc. October 1999 - November 2001
Golden Gate Software October 1997 - October 1999
U.S. Navy / USS Jefferson City (SSN-759) May 1992 - May 1997
Skills
C#, ASP.NET, Microsoft SQL Server, SQL, .NET, ASP.NET MVC, Visual Studio, Software Development, Agile Methodologies, Web Services, JavaScript, jQuery, Windows Azure, Entity Framework, T-SQL, XAML, MVC, CSS, Git, ASP.NET Web API, IIS, Web Development, WPF, REST, Silverlight, LINQ, AJAX, JSON, Design Patterns, Subversion, HTML 5, Software Design, XSLT, Software Engineering, HTML5
Education
United States Naval Academy 1988 — 1992
B.S., Physics
Richard Craighead Richard Craighead's LPL Financial Services Experience November 2002 - June 2003
Job Head of Client Technologies, ISecG Labs
Industry Computer Software
Experience
Intel Security February 2014 - Present
McAfee July 2010 - January 2014
McAfee December 2006 - June 2010
Calpont April 2006 - December 2006
Citadel Security Software November 2003 - April 2006
St. Bernard Software June 2003 - November 2003
LPL Financial Services November 2002 - June 2003
NFR Security (Cybersafe) December 2000 - November 2002
Insider Software June 2000 - December 2000
Intuit June 1994 - July 2000
Skills
Perl, Software Development, Computer Security, Agile Methodologies, Cloud Computing, Vulnerability Management, Enterprise Software, C#, Virtualization, SOA, Information Security, Integration, Network Security, Vulnerability Assessment, XML, Distributed Systems, Solaris, CISSP, Security, Information Security..., Unix, Scrum, Software Quality..., Enterprise Architecture, C++, Linux, C, Software Engineering, TCP/IP, Shell Scripting, Web Services, SaaS, Python, Encryption, System Architecture, Penetration Testing
Education
University of Maryland University College 1986 — 1991
Computer and Information Science
Head of Client Technologies, ISecG Labs
Intel Security February 2014 - Present
McAfee July 2010 - January 2014
McAfee December 2006 - June 2010
Calpont April 2006 - December 2006
Citadel Security Software November 2003 - April 2006
St. Bernard Software June 2003 - November 2003
LPL Financial Services November 2002 - June 2003
NFR Security (Cybersafe) December 2000 - November 2002
Insider Software June 2000 - December 2000
Intuit June 1994 - July 2000
Skills
Perl, Software Development, Computer Security, Agile Methodologies, Cloud Computing, Vulnerability Management, Enterprise Software, C#, Virtualization, SOA, Information Security, Integration, Network Security, Vulnerability Assessment, XML, Distributed Systems, Solaris, CISSP, Security, Information Security..., Unix, Scrum, Software Quality..., Enterprise Architecture, C++, Linux, C, Software Engineering, TCP/IP, Shell Scripting, Web Services, SaaS, Python, Encryption, System Architecture, Penetration Testing
Education
University of Maryland University College 1986 — 1991
Computer and Information Science
Head of Client Technologies, ISecG Labs
David Kuik David Kuik's LPL Financial Services Experience April 2005 - October 2006
Job Managing Consultant & CEO at Norima
Industry Information Technology and Services
Experience
Norima Consulting October 2006 - Present
LPL Financial Services April 2005 - October 2006
Protegra Technology Group February 2000 - April 2005
Online Business Systems February 1995 - January 2000
Skills
Web Applications, Enterprise Architecture, Software Development, .NET, C#, SQL Server, Team Leadership, Web Services, IT Strategy, Financial Systems, Mobile Technology, Microsoft SQL Server, Project Management, Integration, SaaS, Enterprise Software, Agile Methodologies, Management, SDLC, Business Analysis, Data Warehousing, Systems Analysis, Software Project..., SOA, Architecture, Business Intelligence, Scrum, Requirements Gathering
Education
University of Manitoba 1990 — 1994
Honours
Norima Consulting October 2006 - Present
LPL Financial Services April 2005 - October 2006
Protegra Technology Group February 2000 - April 2005
Online Business Systems February 1995 - January 2000
Skills
Web Applications, Enterprise Architecture, Software Development, .NET, C#, SQL Server, Team Leadership, Web Services, IT Strategy, Financial Systems, Mobile Technology, Microsoft SQL Server, Project Management, Integration, SaaS, Enterprise Software, Agile Methodologies, Management, SDLC, Business Analysis, Data Warehousing, Systems Analysis, Software Project..., SOA, Architecture, Business Intelligence, Scrum, Requirements Gathering
Education
University of Manitoba 1990 — 1994
Honours
Nicolle Garnett Nicolle Garnett's LPL Financial Services Experience January 2004 - September 2012
Job Sr. Accounting Consultant
Industry Information Technology and Services
Experience
Consultant at ServiceNow September 2012 - Present
LPL Financial Services January 2004 - September 2012
Cardinal Health January 2000 - October 2003
Technology Integration Group 1998 - 2000
Education
University of Northern Iowa
Bachelors of Science, University of Northern Iowa
Consultant at ServiceNow September 2012 - Present
LPL Financial Services January 2004 - September 2012
Cardinal Health January 2000 - October 2003
Technology Integration Group 1998 - 2000
Education
University of Northern Iowa
Bachelors of Science, University of Northern Iowa
Jorge A. Gonzalez Jorge A. Gonzalez's LPL Financial Services Experience January 2001 - January 2003
Job Growth Hacker Developer, Publisher & Designer
Industry Internet
Experience
DigiPig Online Solutions January 2004 - Present
ZeroPaid, Inc. March 2000 - Present
Hardy Instruments January 2004 - January 2013
Red Door Interactive July 2008 - February 2009
LPL Financial Services January 2001 - January 2003
StoreRunner Inc January 2000 - January 2001
CrossRoads Inc January 1998 - January 2001
Skills
SEO, WordPress, PHP, MySQL, Social Media Marketing, Web Marketing, JavaScript, Affiliate Marketing, CSS, Social Media, Online Marketing, Conversion Optimization, Website Development, PPC, SEM, Web Strategy, Web Analytics, Google Chrome, Google Analytics, Programming, Blogging, XML, Google Adwords, SQL, Photoshop, Mobile Applications, Content Strategy, LAMP, Email Marketing, Keyword Research, Google Webmaster Tools, Link Building, Google Ch, Web Development, Web Applications, HTML
Education
UCSD 2001 — 2002
University Extension Courses, Programming, Design
Cretin Derham Hall 1991 — 1995
High School Diploma
DigiPig Online Solutions January 2004 - Present
ZeroPaid, Inc. March 2000 - Present
Hardy Instruments January 2004 - January 2013
Red Door Interactive July 2008 - February 2009
LPL Financial Services January 2001 - January 2003
StoreRunner Inc January 2000 - January 2001
CrossRoads Inc January 1998 - January 2001
Skills
SEO, WordPress, PHP, MySQL, Social Media Marketing, Web Marketing, JavaScript, Affiliate Marketing, CSS, Social Media, Online Marketing, Conversion Optimization, Website Development, PPC, SEM, Web Strategy, Web Analytics, Google Chrome, Google Analytics, Programming, Blogging, XML, Google Adwords, SQL, Photoshop, Mobile Applications, Content Strategy, LAMP, Email Marketing, Keyword Research, Google Webmaster Tools, Link Building, Google Ch, Web Development, Web Applications, HTML
Education
UCSD 2001 — 2002
University Extension Courses, Programming, Design
Cretin Derham Hall 1991 — 1995
High School Diploma
jim laughlin jim laughlin's LPL Financial Services Experience January 2000 - January 2013
Job Financial Advisor LPL Financial
Industry Financial Services
Experience
IBC Investments/LPL Financial February 2013 - Present
LPL Financial Services January 2000 - January 2013
Skills
Mortgage Lending, Loans, Credit, Banking, Portfolio Management, Mortgage Banking, Credit Analysis, Financial Analysis, Commercial Banking, Loan Origination, Credit Risk, Commercial Lending
Education
Texas State University 1972 — 1976
BA, Business-Finance
IBC Investments/LPL Financial February 2013 - Present
LPL Financial Services January 2000 - January 2013
Skills
Mortgage Lending, Loans, Credit, Banking, Portfolio Management, Mortgage Banking, Credit Analysis, Financial Analysis, Commercial Banking, Loan Origination, Credit Risk, Commercial Lending
Education
Texas State University 1972 — 1976
BA, Business-Finance
Ken Brooks Ken Brooks's LPL Financial Services Experience 2003 - 2009
Job Southeast and Caribbean Sales Manager at SPOT, LLC
Industry Maritime
Experience
SPOT, LLC Subsidiary of Globalstar, Inc. February 2014 - Present
Yacht Broker February 2013 - Present
Sovereign Marine Group (Yacht Brokerage) January 2009 - February 2013
Onda Scapes, LLC 2003 - 2010
LPL Financial Services 2003 - 2009
Kutztown University 1998 - 1999
University of Rhode Island 1997 - 1998
Springfield College 1996 - 1997
Kings College 1995 - 1996
Skills
Yacht Sales, Boater Education, Yacht Brokerage, International Yacht..., Motivational Speaking, Yacht Delivery, Yachting, Shipping, Boat, Maritime, Brokerage, Sailing, Boating, Navigation, Business, Freight, Negotiation, Cruises, Fishing, Safety Management..., Navy, Ports, Entrepreneurship, Maritime Operations, International Shipping, Wealth Management, Inspection, Luxury, International Sales, Customer Service, Online Marketing, New Business Development, Sales Management, Contract Negotiation, Sales, Selling, Scuba Diving, Small Business, Ocean, Trade Shows, International Business, Customer Satisfaction, Charter, Transportation, Start-ups, Marine Engineering, Tourism, Operations Management, Luxury Lifestyle
Education
Springfield College 1992 — 1996
Bachelor's degree, Counseling Psychology
Arlington Catholic High School 1988 — 1992
College Prep
SPOT, LLC Subsidiary of Globalstar, Inc. February 2014 - Present
Yacht Broker February 2013 - Present
Sovereign Marine Group (Yacht Brokerage) January 2009 - February 2013
Onda Scapes, LLC 2003 - 2010
LPL Financial Services 2003 - 2009
Kutztown University 1998 - 1999
University of Rhode Island 1997 - 1998
Springfield College 1996 - 1997
Kings College 1995 - 1996
Skills
Yacht Sales, Boater Education, Yacht Brokerage, International Yacht..., Motivational Speaking, Yacht Delivery, Yachting, Shipping, Boat, Maritime, Brokerage, Sailing, Boating, Navigation, Business, Freight, Negotiation, Cruises, Fishing, Safety Management..., Navy, Ports, Entrepreneurship, Maritime Operations, International Shipping, Wealth Management, Inspection, Luxury, International Sales, Customer Service, Online Marketing, New Business Development, Sales Management, Contract Negotiation, Sales, Selling, Scuba Diving, Small Business, Ocean, Trade Shows, International Business, Customer Satisfaction, Charter, Transportation, Start-ups, Marine Engineering, Tourism, Operations Management, Luxury Lifestyle
Education
Springfield College 1992 — 1996
Bachelor's degree, Counseling Psychology
Arlington Catholic High School 1988 — 1992
College Prep
Brian Solomon Brian Solomon's LPL Financial Services Experience January 2001 - February 2003
Job President at Solomon Wealth Management
Industry Financial Services
Experience
Solomon Wealth Management March 2005 - Present
Sentra Securities February 2003 - March 2005
LPL Financial Services January 2001 - February 2003
Citigroup March 1996 - January 2001
Oracle 1999 - 2000
Oracle 1999 - 2000
Oracle 1999 - 2000
LPL Financial Services January 1993 - March 1996
VALIC August 1987 - January 1993
Education
University of San Diego 1983 — 1987
BA Finance, Business
Torrey Pines 1978 — 1982
Solomon Wealth Management March 2005 - Present
Sentra Securities February 2003 - March 2005
LPL Financial Services January 2001 - February 2003
Citigroup March 1996 - January 2001
Oracle 1999 - 2000
Oracle 1999 - 2000
Oracle 1999 - 2000
LPL Financial Services January 1993 - March 1996
VALIC August 1987 - January 1993
Education
University of San Diego 1983 — 1987
BA Finance, Business
Torrey Pines 1978 — 1982
Charles Anthony Stough Charles Anthony Stough's LPL Financial Services Experience June 2006 - March 2011
Job Financial Solutions Advisor at Bank of America | Merrill Lynch
Industry Financial Services
Experience
Merrill Edge December 2014 - Present
USAA April 2011 - January 2013
LPL Financial Services June 2006 - March 2011
U.S. Navy Reserve June 1993 - October 2009
First Command Financial Planning November 2003 - October 2004
Prudential Financial August 1998 - October 2000
US Navy June 1989 - May 1993
US Navy July 1984 - May 1989
Skills
Series 7, Insurance, Retirement Planning, Risk Management, Long-term Care, Wealth Management, Strategic Planning, Mutual Funds, Asset Allocation, Wealth, Estate Planning, Financial Planners, Strategic Financial..., Investment Strategies, Fixed Annuities, Retirement, Financial Advisory, Small Business, Financial Planning
Education
University of Oklahoma 1993 — 1994
MHR, Human Relations, Human Resource Development
University of Florida 1986 — 1989
BA, Political Science, International Relations
Merrill Edge December 2014 - Present
USAA April 2011 - January 2013
LPL Financial Services June 2006 - March 2011
U.S. Navy Reserve June 1993 - October 2009
First Command Financial Planning November 2003 - October 2004
Prudential Financial August 1998 - October 2000
US Navy June 1989 - May 1993
US Navy July 1984 - May 1989
Skills
Series 7, Insurance, Retirement Planning, Risk Management, Long-term Care, Wealth Management, Strategic Planning, Mutual Funds, Asset Allocation, Wealth, Estate Planning, Financial Planners, Strategic Financial..., Investment Strategies, Fixed Annuities, Retirement, Financial Advisory, Small Business, Financial Planning
Education
University of Oklahoma 1993 — 1994
MHR, Human Relations, Human Resource Development
University of Florida 1986 — 1989
BA, Political Science, International Relations
Derek Poulin Derek Poulin's LPL Financial Services Experience April 2007 - June 2007
Job Enterprise Architect Cloud, DevOps, Security
Industry Computer Software
Experience
Hospira, a Pfizer Company September 2015 - Present
Mitchell International June 2007 - September 2015
LPL Financial Services April 2007 - June 2007
Intuit April 2006 - April 2007
Watson Wyatt Worldwide 2005 - 2006
LPL Financial Services 2002 - 2005
Earnware Corporation 2000 - 2002
Internet Express, Inc. March 2000 - May 2000
Naval Air Warfare Center Aircraft Division (NAWCAD) November 1999 - November 1999
Naval Air Warfare Center Aircraft Division (NAWCAD) November 1998 - April 1999
Skills
Agile Methodologies, Enterprise Architecture, Software Development, Enterprise Software, Scrum, Web Services, SaaS, Technical Leadership, Integration, Cloud Computing, Requirements Analysis, SOA, SDLC, Software Project..., Information Security, XML, Microsoft SQL Server, Solution Architecture, Software Engineering, Architecture, Identity and Access..., Virtual Directory, Salesforce.com, Software Design, .NET, IT Strategy, Management, Project Management, Enterprise Resource..., NetSuite, Team Leadership, Amazon Web Services..., Architectures
Education
University of Maryland College Park 1990 — 1994
B.S., Computer Science and Finance
University of California, San Diego 2006 — 2008
Extension Classes
Thomas S. Wootton High School 1986 — 1990
Hospira, a Pfizer Company September 2015 - Present
Mitchell International June 2007 - September 2015
LPL Financial Services April 2007 - June 2007
Intuit April 2006 - April 2007
Watson Wyatt Worldwide 2005 - 2006
LPL Financial Services 2002 - 2005
Earnware Corporation 2000 - 2002
Internet Express, Inc. March 2000 - May 2000
Naval Air Warfare Center Aircraft Division (NAWCAD) November 1999 - November 1999
Naval Air Warfare Center Aircraft Division (NAWCAD) November 1998 - April 1999
Skills
Agile Methodologies, Enterprise Architecture, Software Development, Enterprise Software, Scrum, Web Services, SaaS, Technical Leadership, Integration, Cloud Computing, Requirements Analysis, SOA, SDLC, Software Project..., Information Security, XML, Microsoft SQL Server, Solution Architecture, Software Engineering, Architecture, Identity and Access..., Virtual Directory, Salesforce.com, Software Design, .NET, IT Strategy, Management, Project Management, Enterprise Resource..., NetSuite, Team Leadership, Amazon Web Services..., Architectures
Education
University of Maryland College Park 1990 — 1994
B.S., Computer Science and Finance
University of California, San Diego 2006 — 2008
Extension Classes
Thomas S. Wootton High School 1986 — 1990
Phillip Flakes Phillip Flakes's LPL Financial Services Experience October 2005 - May 2007
Job CoFounder and Managing Partner at Succession Link
Industry Financial Services
Experience
Succession Link March 2013 - Present
StarPoint Consulting Group, LLC. September 2009 - Present
Kits For Africa August 2011 - Present
Dunham & Associates May 2007 - September 2009
LPL Financial Services October 2005 - May 2007
Western Mass Pioneers 2004 - 2005
Skills
Investments, Mutual Funds, Series 7, Alternative Investments, Wealth Management, Financial Advisory, Business Development, Retirement Planning, Investment Advisory, Succession Planning, Strategic Planning, Marketing, Sales Management, Sales Process, Startup Marketing, Recruiting, Entrepreneurship, Mergers & Acquisitions, Marketing Strategy, Online Marketing, Finance, Management Consulting, Due Diligence, Financial Services, Management, Selling
Education
Trinity College-Hartford 1999 — 2004
Bachelor, Economics
Nobles and Greenough
Succession Link March 2013 - Present
StarPoint Consulting Group, LLC. September 2009 - Present
Kits For Africa August 2011 - Present
Dunham & Associates May 2007 - September 2009
LPL Financial Services October 2005 - May 2007
Western Mass Pioneers 2004 - 2005
Skills
Investments, Mutual Funds, Series 7, Alternative Investments, Wealth Management, Financial Advisory, Business Development, Retirement Planning, Investment Advisory, Succession Planning, Strategic Planning, Marketing, Sales Management, Sales Process, Startup Marketing, Recruiting, Entrepreneurship, Mergers & Acquisitions, Marketing Strategy, Online Marketing, Finance, Management Consulting, Due Diligence, Financial Services, Management, Selling
Education
Trinity College-Hartford 1999 — 2004
Bachelor, Economics
Nobles and Greenough
Shauna Ruscitto, MSA, CPA Shauna Ruscitto, MSA, CPA's LPL Financial Services Experience August 2006 - January 2010
Job Sr. Internal Auditor at LPL Financial
Industry Financial Services
Experience
LPL Financial December 2009 - Present
LPL Financial Services August 2006 - January 2010
Fidelity Investments 2002 - 2006
Seaport Companies 2002 - 2006
Skills
Internal Controls, Financial Analysis, Excel, Accounting, Internal Audit, Risk Management, Process Improvement, Word, PowerPoint, Risk Assessment, Microsoft Office, Reconciliation, Financial Accounting, GAAP, Oracle R12 Financials, Account Reconciliation, Flux Analysis, Journal Entries, Budget Reconciliation, Sarbanes-Oxley Act, Auditing, IT Audit, Finance, Sarbanes-Oxley, Enterprise Risk..., General Ledger, Financial Reporting, US GAAP, SEC filings, Financial Audits, Strategic Financial..., SOX 404, CPA, Revenue Recognition, Variance Analysis, Cost Accounting, COSO, CISA, External Audit, Financial Planning, Microsoft Excel, SSAE 16
Education
San Diego State University-California State University 2008 — 2010
MSA, Masters of Science in Accountancy
University of New Hampshire - Whittemore School of Business and Economics 1998 — 2002
BS, Business
LPL Financial December 2009 - Present
LPL Financial Services August 2006 - January 2010
Fidelity Investments 2002 - 2006
Seaport Companies 2002 - 2006
Skills
Internal Controls, Financial Analysis, Excel, Accounting, Internal Audit, Risk Management, Process Improvement, Word, PowerPoint, Risk Assessment, Microsoft Office, Reconciliation, Financial Accounting, GAAP, Oracle R12 Financials, Account Reconciliation, Flux Analysis, Journal Entries, Budget Reconciliation, Sarbanes-Oxley Act, Auditing, IT Audit, Finance, Sarbanes-Oxley, Enterprise Risk..., General Ledger, Financial Reporting, US GAAP, SEC filings, Financial Audits, Strategic Financial..., SOX 404, CPA, Revenue Recognition, Variance Analysis, Cost Accounting, COSO, CISA, External Audit, Financial Planning, Microsoft Excel, SSAE 16
Education
San Diego State University-California State University 2008 — 2010
MSA, Masters of Science in Accountancy
University of New Hampshire - Whittemore School of Business and Economics 1998 — 2002
BS, Business
Gwen Pratesi Gwen Pratesi's LPL Financial Services Experience 1998 - 2001
Job Owner at On The Road culinary adventures
Industry Food & Beverages
Experience
Bunkycooks.com 2009 - Present
On The Road culinary adventures March 2011 - Present
LPL Financial Services 1998 - 2001
Skills
Culinary Skills, Cooking, Food Writing, Food, Recipes, Gourmet, Cuisine, Blogging, Baking, Food Photography, Travel Writing, Culinary Travel, Wine, Travel Planning, Food & Beverage, Social Networking, Recipe Testing, Chef, Travel, Fine Dining, Menu Development, Published artcles, Social Media
Education
University of Richmond
Bunkycooks.com 2009 - Present
On The Road culinary adventures March 2011 - Present
LPL Financial Services 1998 - 2001
Skills
Culinary Skills, Cooking, Food Writing, Food, Recipes, Gourmet, Cuisine, Blogging, Baking, Food Photography, Travel Writing, Culinary Travel, Wine, Travel Planning, Food & Beverage, Social Networking, Recipe Testing, Chef, Travel, Fine Dining, Menu Development, Published artcles, Social Media
Education
University of Richmond
Lindsay Enyedi Lindsay Enyedi's LPL Financial Services Experience January 2001 - December 2008
Job at FirstPoint Partners
Industry Financial Services
Experience
FirstPoint Partners January 2011 - January 2014
LPL Financial Services January 2001 - December 2008
Skills
Social Media, Investment Advisory, IRAs, Series 7, Financial Services, Marketing, Asset Allocation
Education
University of Colorado Boulder 1996 — 2000
BA, Communication
FirstPoint Partners January 2011 - January 2014
LPL Financial Services January 2001 - December 2008
Skills
Social Media, Investment Advisory, IRAs, Series 7, Financial Services, Marketing, Asset Allocation
Education
University of Colorado Boulder 1996 — 2000
BA, Communication
Erin Uhlenkamp's LPL Financial Services Experience 2005 - 2006
Job Communications Consultant
Industry Financial Services
Experience
TIAA-CREF March 2015 - Present
Fidelity Investments May 2012 - March 2015
J.P. Morgan Retirement Plan Services November 2010 - October 2012
Fidelity Investments 2006 - December 2010
LPL Financial Services 2005 - 2006
Schwab Institutional 2004 - 2005
Trust Company of the West January 2001 - November 2004
Trust Company of the West (TCW) 2000 - 2003
Skills
Series 6, Marketing, Sales, Account Management, Strategic Communications, Business Planning, Proposal Writing, Mutual Funds, Series 7, Series 63, Retirement, Financial Services, Investments, Relationship Management, Asset Managment, 401k, Retirement Planning
Education
UCI 2009 — 2009
Certificate in Financial Planning
University of Southern California 1996 — 2000
BS
TIAA-CREF March 2015 - Present
Fidelity Investments May 2012 - March 2015
J.P. Morgan Retirement Plan Services November 2010 - October 2012
Fidelity Investments 2006 - December 2010
LPL Financial Services 2005 - 2006
Schwab Institutional 2004 - 2005
Trust Company of the West January 2001 - November 2004
Trust Company of the West (TCW) 2000 - 2003
Skills
Series 6, Marketing, Sales, Account Management, Strategic Communications, Business Planning, Proposal Writing, Mutual Funds, Series 7, Series 63, Retirement, Financial Services, Investments, Relationship Management, Asset Managment, 401k, Retirement Planning
Education
UCI 2009 — 2009
Certificate in Financial Planning
University of Southern California 1996 — 2000
BS
Barry Callaghan Barry Callaghan's LPL Financial Services Experience 1995 - 2003
Job Investment Research Professional
Industry Investment Management
Experience
Federal Reserve - Boston August 2011 - Present
Independant Industry Consulting Firm 2007 - August 2011
Commonwealth Financial Network 2003 - 2006
LPL Financial Services 1995 - 2003
Education
Suffolk University - Sawyer Business School
MBA, Finance and Economics
Federal Reserve - Boston August 2011 - Present
Independant Industry Consulting Firm 2007 - August 2011
Commonwealth Financial Network 2003 - 2006
LPL Financial Services 1995 - 2003
Education
Suffolk University - Sawyer Business School
MBA, Finance and Economics
Benardo Richardson Benardo Richardson's LPL Financial Services Experience February 2007 - August 2009
Job Experienced Wealth Management Professional
Industry Financial Services
Experience
Wealth Management Firm November 2010 - Present
Morgan Stanley Smith Barney August 2009 - November 2010
100 Black Men of the Bay Area April 2010 - October 2010
LPL Financial Services February 2007 - August 2009
Edward Jones December 2005 - January 2007
Norfolk Southern July 2003 - October 2005
Skills
Financial Planning, Asset Management, Risk Management, Public Speaking, ALM, Financial Management, Consultation, Social Networking, Strategic Financial..., Managerial Finance, Asset Managment, Investment Management, Investments, Management, Program Management, Leadership, Retirement Planning, Banking, Portfolio Management, Credit, Financial Advisory, Insurance, Hedge Funds, Financial Services, Equities, Mutual Funds, Fixed Income, Finance, Private Equity, Fixed Annuities, Options
Education
The Citadel 1999 — 2003
Bachelor of Science, Business Admistration
Warwick 1994 — 1999
Wealth Management Firm November 2010 - Present
Morgan Stanley Smith Barney August 2009 - November 2010
100 Black Men of the Bay Area April 2010 - October 2010
LPL Financial Services February 2007 - August 2009
Edward Jones December 2005 - January 2007
Norfolk Southern July 2003 - October 2005
Skills
Financial Planning, Asset Management, Risk Management, Public Speaking, ALM, Financial Management, Consultation, Social Networking, Strategic Financial..., Managerial Finance, Asset Managment, Investment Management, Investments, Management, Program Management, Leadership, Retirement Planning, Banking, Portfolio Management, Credit, Financial Advisory, Insurance, Hedge Funds, Financial Services, Equities, Mutual Funds, Fixed Income, Finance, Private Equity, Fixed Annuities, Options
Education
The Citadel 1999 — 2003
Bachelor of Science, Business Admistration
Warwick 1994 — 1999
Cindy Schwiebert Cindy Schwiebert's LPL Financial Services Experience April 2007 - October 2012
Job Southeastern Regional Director of Recruiting Voya Financial
Industry Financial Services
Experience
Voya Financial March 2015 - Present
MetLife Premier Client Group March 2013 - March 2015
LPL Financial Services April 2007 - October 2012
Kelmoore Investment Co June 2003 - December 2006
Skills
Series 7, Securities, Employee Benefits, Investments, Insurance, Retirement Planning, Series 63, Asset Allocation, Finance, Diversification, Recruiting, Branch Development, Fixed Annuities, Separately Managed..., Retirement, Business Development, Financial Planning, Wealth Management, Financial Advisory, Financial Services, Asset Management, Investment Advisory, Management, Portfolio Management, Mutual Funds, Investment Strategies, 401k, Sales, Leadership, Alternative Investments, Risk Management, FINRA, Equities
Education
St Petersburg College
St. Petersburg College
Voya Financial March 2015 - Present
MetLife Premier Client Group March 2013 - March 2015
LPL Financial Services April 2007 - October 2012
Kelmoore Investment Co June 2003 - December 2006
Skills
Series 7, Securities, Employee Benefits, Investments, Insurance, Retirement Planning, Series 63, Asset Allocation, Finance, Diversification, Recruiting, Branch Development, Fixed Annuities, Separately Managed..., Retirement, Business Development, Financial Planning, Wealth Management, Financial Advisory, Financial Services, Asset Management, Investment Advisory, Management, Portfolio Management, Mutual Funds, Investment Strategies, 401k, Sales, Leadership, Alternative Investments, Risk Management, FINRA, Equities
Education
St Petersburg College
St. Petersburg College
David Mulhall's LPL Financial Services Experience September 2007 - Present
Job Owner, LPL Financial Services
Industry Financial Services
Experience
LPL Financial Services September 2007 - Present
UBS October 2004 - September 2007
Andrews Consulting Group, Inc 1999 - 2004
Hebb & Gitlin PC 1997 - 1999
Education
University of Connecticut 1982 — 1986
BS, Business Administration
LPL Financial Services September 2007 - Present
UBS October 2004 - September 2007
Andrews Consulting Group, Inc 1999 - 2004
Hebb & Gitlin PC 1997 - 1999
Education
University of Connecticut 1982 — 1986
BS, Business Administration
Joel Karban Joel Karban's LPL Financial Services Experience August 2009 - August 2011
Job Independent Consultant
Industry Insurance
Experience
TAG Insurance Services, Inc January 2014 - Present
Undisclosed Company August 2011 - Present
InsureZone September 2010 - January 2014
LPL Financial Services August 2009 - August 2011
AXA Advisors August 2007 - August 2009
Education
The University of New Mexico 1998 — 2000
MS, Sports Administration
Southern Illinois University, Carbondale 1993 — 1997
BS, Exercise Science
Thornton Fractional South High School 1991 — 1993
Diploma, College Prep
TAG Insurance Services, Inc January 2014 - Present
Undisclosed Company August 2011 - Present
InsureZone September 2010 - January 2014
LPL Financial Services August 2009 - August 2011
AXA Advisors August 2007 - August 2009
Education
The University of New Mexico 1998 — 2000
MS, Sports Administration
Southern Illinois University, Carbondale 1993 — 1997
BS, Exercise Science
Thornton Fractional South High School 1991 — 1993
Diploma, College Prep
Larry Laumann Larry Laumann's LPL Financial Services Experience April 2012 - Present
Job Assistant Vice President at LPL Financial
Industry Information Technology and Services
Experience
LPL Financial Services April 2012 - Present
L4 Consulting Inc January 2012 - April 2012
Icon Information Consultants January 2011 - December 2011
Segula Technologies July 2010 - January 2011
Kforce Technical Staffing June 2007 - July 2010
AMN Healthcare Services, Inc May 2005 - June 2007
MedImpact Healthcare Systems 2002 - 2005
Hughes Space and Communications February 1997 - February 2002
Sony Pictures Entertainment October 1995 - January 1997
Mattel January 1995 - September 1995
Skills
Business Intelligence, Process Engineering, Data Analysis, Software Development, SharePoint, Requirements Management, Requirements..., System Design, SQL Server, Microsoft SQL Server, SDLC, Requirement..., Integration, Program Management, Business Process..., Business Analysis, Requirements Analysis, Project Management, Information Technology, Agile Project Management, CRM, Enterprise Architecture, Strategy, Alternative Investments, Variable Annuities, Financial Reporting, Financial Services, Management, Quality Assurance, Analysis, Consulting, Visio, IT Service Management, Requirements Gathering, Business Process, Project Portfolio..., PMO, Software Project..., Data Warehousing, Agile Methodologies
Education
University of California, Santa Barbara 1986 — 1990
B.S., Computer Science; College of Engineering
Santa Ynez Valley Union High School
LPL Financial Services April 2012 - Present
L4 Consulting Inc January 2012 - April 2012
Icon Information Consultants January 2011 - December 2011
Segula Technologies July 2010 - January 2011
Kforce Technical Staffing June 2007 - July 2010
AMN Healthcare Services, Inc May 2005 - June 2007
MedImpact Healthcare Systems 2002 - 2005
Hughes Space and Communications February 1997 - February 2002
Sony Pictures Entertainment October 1995 - January 1997
Mattel January 1995 - September 1995
Skills
Business Intelligence, Process Engineering, Data Analysis, Software Development, SharePoint, Requirements Management, Requirements..., System Design, SQL Server, Microsoft SQL Server, SDLC, Requirement..., Integration, Program Management, Business Process..., Business Analysis, Requirements Analysis, Project Management, Information Technology, Agile Project Management, CRM, Enterprise Architecture, Strategy, Alternative Investments, Variable Annuities, Financial Reporting, Financial Services, Management, Quality Assurance, Analysis, Consulting, Visio, IT Service Management, Requirements Gathering, Business Process, Project Portfolio..., PMO, Software Project..., Data Warehousing, Agile Methodologies
Education
University of California, Santa Barbara 1986 — 1990
B.S., Computer Science; College of Engineering
Santa Ynez Valley Union High School
Lani Noel Lani Noel's LPL Financial Services Experience May 2006 - December 2007
Job Talent Acquisition Leader
Industry Internet
Experience
Guthy-Renker August 2013 - Present
Nuveen Investments May 2012 - August 2013
Westfield , LLC. December 2007 - May 2012
LPL Financial Services May 2006 - December 2007
Cricket Communications September 2005 - February 2006
Gateway June 2002 - March 2004
American Red Cross November 2001 - June 2002
Best Golf, LLC (start-up) May 2000 - May 2001
Brown Brothers Harriman October 1998 - May 2000
Skills
Recruiting, Talent Acquisition, Talent Management, Sourcing, Applicant Tracking..., Human Resources, Leadership, Management, Onboarding, College Recruiting, Program Management, Strategy, Process Improvement, Succession Planning, Technical Recruiting, Employee Relations, Strategic Sourcing, Negotiation, HRIS, Performance Management, Interview process..., Behavioral interviewing, Building Relationships
Education
Union College 1994 — 1998
BS, Psych
The Rivers School
The Rivers School
Guthy-Renker August 2013 - Present
Nuveen Investments May 2012 - August 2013
Westfield , LLC. December 2007 - May 2012
LPL Financial Services May 2006 - December 2007
Cricket Communications September 2005 - February 2006
Gateway June 2002 - March 2004
American Red Cross November 2001 - June 2002
Best Golf, LLC (start-up) May 2000 - May 2001
Brown Brothers Harriman October 1998 - May 2000
Skills
Recruiting, Talent Acquisition, Talent Management, Sourcing, Applicant Tracking..., Human Resources, Leadership, Management, Onboarding, College Recruiting, Program Management, Strategy, Process Improvement, Succession Planning, Technical Recruiting, Employee Relations, Strategic Sourcing, Negotiation, HRIS, Performance Management, Interview process..., Behavioral interviewing, Building Relationships
Education
Union College 1994 — 1998
BS, Psych
The Rivers School
The Rivers School
Craig Horner Craig Horner's LPL Financial Services Experience 2011 - Present
Job Financial Planning Consultant at LPL Financial Services
Industry Financial Services
Experience
LPL Financial Services 2011 - Present
Craig & Deborah 1968 - Present
Magis Group, Inc. 2010 - 2010
LPL Financial 2003 - 2009
Amerian Express Financial Advisors 1988 - 2003
Skills
Strategic Financial..., Estate Planning, Retirement Planning, Wealth Management, Certified Financial..., Retirement, Series 7, Wealth Accumulation, Wealth, Finance, Financial Advisory, Fixed Annuities, Series 63, IRAs, Financial Planners, Mutual Funds, Series 65, 401k, Investment Strategies, Long-term Care, Securities, Asset Allocation, Financial Planning
Education
University of Iowa 1968 — 1969
University of Northern Iowa 1967 — 1968
LPL Financial Services 2011 - Present
Craig & Deborah 1968 - Present
Magis Group, Inc. 2010 - 2010
LPL Financial 2003 - 2009
Amerian Express Financial Advisors 1988 - 2003
Skills
Strategic Financial..., Estate Planning, Retirement Planning, Wealth Management, Certified Financial..., Retirement, Series 7, Wealth Accumulation, Wealth, Finance, Financial Advisory, Fixed Annuities, Series 63, IRAs, Financial Planners, Mutual Funds, Series 65, 401k, Investment Strategies, Long-term Care, Securities, Asset Allocation, Financial Planning
Education
University of Iowa 1968 — 1969
University of Northern Iowa 1967 — 1968
Robert Bielecki Robert Bielecki's LPL Financial Services Experience 2007 - October 2010
Job Sales Director RIA Sources
Industry Financial Services
Experience
RIA Sources July 2015 - Present
AXA July 2014 - June 2015
Protective Life October 2010 - October 2013
LPL Financial Services 2007 - October 2010
LPL FINANCIAL INSTITUTION SERVICES 2007 - October 2010
AIG Annuity February 2007 - September 2007
Sovereign Advisers October 2004 - February 2007
Evergreen Investments 1999 - 2004
Skills
Series 24, Mutual Funds, Series 7, Financial Advisory, Fixed Annuities, Series 63, Series 6, Separately Managed..., Retirement Planning, Financial Services, Fixed Income, Hedge Funds, Investments, Insurance, Retirement, Sales, Alternative Investments, Asset Management, Relationship Management, Bonds, Investment Strategies, Securities, Asset Allocation, Life Insurance, Long-term Care, Wealth Management, Variable Annuities, Investment Advisory, Wealth Management..., Estate Planning, Life & Health Insurance..., Strategic Financial..., Uniform Combined State..., 401k, FINRA, Series 65, Disability Insurance, Portfolio Management, New Business Development, Financial Planning
Education
University at Buffalo 1989 — 1993
BA, International Business
RIA Sources July 2015 - Present
AXA July 2014 - June 2015
Protective Life October 2010 - October 2013
LPL Financial Services 2007 - October 2010
LPL FINANCIAL INSTITUTION SERVICES 2007 - October 2010
AIG Annuity February 2007 - September 2007
Sovereign Advisers October 2004 - February 2007
Evergreen Investments 1999 - 2004
Skills
Series 24, Mutual Funds, Series 7, Financial Advisory, Fixed Annuities, Series 63, Series 6, Separately Managed..., Retirement Planning, Financial Services, Fixed Income, Hedge Funds, Investments, Insurance, Retirement, Sales, Alternative Investments, Asset Management, Relationship Management, Bonds, Investment Strategies, Securities, Asset Allocation, Life Insurance, Long-term Care, Wealth Management, Variable Annuities, Investment Advisory, Wealth Management..., Estate Planning, Life & Health Insurance..., Strategic Financial..., Uniform Combined State..., 401k, FINRA, Series 65, Disability Insurance, Portfolio Management, New Business Development, Financial Planning
Education
University at Buffalo 1989 — 1993
BA, International Business
Matthew Mowery's LPL Financial Services Experience August 2005 - March 2006
Job Database Engineer at CorVel Corporation
Industry Computer Software
Experience
CorVel Corporation August 2015 - Present
Kilowatt Financial March 2015 - August 2015
Assurant Specialty Property November 2014 - March 2015
Ria Financial July 2014 - October 2014
PIRCH May 2013 - April 2014
videowineacademy.com June 2012 - May 2013
Meridian Auto Parts July 2011 - June 2012
Traxem March 2006 - May 2011
LPL Financial Services August 2005 - March 2006
Skills
Microsoft Excel, Microsoft SQL Server, SQL, Digital Engagement, XML, C#, HTML, XSLT, JavaScript, Strategic Planning, Team Building, Windows, Management, Databases, R, Database Administration, Relational Databases
Education
University of California, San Diego
Bachelor of Science (BS), Computer Engineering
CorVel Corporation August 2015 - Present
Kilowatt Financial March 2015 - August 2015
Assurant Specialty Property November 2014 - March 2015
Ria Financial July 2014 - October 2014
PIRCH May 2013 - April 2014
videowineacademy.com June 2012 - May 2013
Meridian Auto Parts July 2011 - June 2012
Traxem March 2006 - May 2011
LPL Financial Services August 2005 - March 2006
Skills
Microsoft Excel, Microsoft SQL Server, SQL, Digital Engagement, XML, C#, HTML, XSLT, JavaScript, Strategic Planning, Team Building, Windows, Management, Databases, R, Database Administration, Relational Databases
Education
University of California, San Diego
Bachelor of Science (BS), Computer Engineering
Norene Wolff Norene Wolff's LPL Financial Services Experience December 2004 - May 2006
Job Broker at FCStone
Industry Oil & Energy
Experience
INTL FCStone Inc. March 2015 - Present
Ulysses Commodities LLC May 2014 - December 2014
Mercuria Energy America, Inc March 2013 - December 2013
Mercuria Energy Trading S.A. June 2012 - February 2013
Mercuria Energy Trading S.A. April 2011 - May 2012
BP September 2008 - March 2011
BP March 2007 - August 2008
Legent Clearing November 2006 - March 2007
LPL Financial June 2006 - October 2006
LPL Financial Services December 2004 - May 2006
Skills
Trading, Microsoft Excel, Fixed Income, Analysis, Equities, PowerPoint, Microsoft Office, Management, Commodity, Financial Risk, Market Risk, Due Diligence, Securities, Commodity Markets, Hedging, Options, Risk Management
Education
Tufts University 1999 — 2003
BS, Quantitative Economics
Tufts University
Bachelor of Science, Quantitative Economics
INTL FCStone Inc. March 2015 - Present
Ulysses Commodities LLC May 2014 - December 2014
Mercuria Energy America, Inc March 2013 - December 2013
Mercuria Energy Trading S.A. June 2012 - February 2013
Mercuria Energy Trading S.A. April 2011 - May 2012
BP September 2008 - March 2011
BP March 2007 - August 2008
Legent Clearing November 2006 - March 2007
LPL Financial June 2006 - October 2006
LPL Financial Services December 2004 - May 2006
Skills
Trading, Microsoft Excel, Fixed Income, Analysis, Equities, PowerPoint, Microsoft Office, Management, Commodity, Financial Risk, Market Risk, Due Diligence, Securities, Commodity Markets, Hedging, Options, Risk Management
Education
Tufts University 1999 — 2003
BS, Quantitative Economics
Tufts University
Bachelor of Science, Quantitative Economics
David Littlejohn David Littlejohn's LPL Financial Services Experience October 2005 - September 2010
Job Financial Advisor, Investment Manager, Certified Financial Planner ™, Entrepreneur, Pragmatic Optimist, Total Nerd
Industry Financial Services
Experience
Littlejohn Financial Services September 2010 - Present
Bigfoot Investments July 2011 - Present
Greater Douglas United Way 2003 - Present
VPM Partners November 2008 - May 2011
LPL Financial Services October 2005 - September 2010
Sadler Aircraft Company October 2006 - February 2010
The Riverside Center October 2004 - February 2010
Oregon Pacific Bank February 2004 - September 2008
Norhwest Consulting January 2002 - May 2004
Skills
Retirement Planning, Stewardship, Wealth Management, Estate Planning, Investments, Retirement, Strategic Financial..., Investment Advisory, 401k, Mutual Funds, Investment Strategies, Asset Allocation, Certified Financial..., Portfolio Management, Finance, Financial Services, Securities, Investment Management
Education
University of North Carolina at Chapel Hill 1995 — 1999
Bachelors, Journalism
College of Financial Planning
CFP® Candidate
Littlejohn Financial Services September 2010 - Present
Bigfoot Investments July 2011 - Present
Greater Douglas United Way 2003 - Present
VPM Partners November 2008 - May 2011
LPL Financial Services October 2005 - September 2010
Sadler Aircraft Company October 2006 - February 2010
The Riverside Center October 2004 - February 2010
Oregon Pacific Bank February 2004 - September 2008
Norhwest Consulting January 2002 - May 2004
Skills
Retirement Planning, Stewardship, Wealth Management, Estate Planning, Investments, Retirement, Strategic Financial..., Investment Advisory, 401k, Mutual Funds, Investment Strategies, Asset Allocation, Certified Financial..., Portfolio Management, Finance, Financial Services, Securities, Investment Management
Education
University of North Carolina at Chapel Hill 1995 — 1999
Bachelors, Journalism
College of Financial Planning
CFP® Candidate
Amy (Giambruno) Kangleon's LPL Financial Services Experience January 1999 - January 2000
Job Internal Wholesaler Associate at Southern California REIT Sponsor
Industry Financial Services
Experience
Southern California REIT Sponsor March 2015 - Present
Coastal Premier Properties May 2013 - February 2015
Kangleon Chiropractic 2008 - 2013
2008 HSBC Securities Inc 2007 - 2008
Hike Bike Kayak San Diego October 1999 - July 2007
LPL Financial Services January 1999 - January 2000
Brandes Investment Partners January 1998 - January 1999
UBS Investment Bank January 1995 - January 1998
Baring Securities January 1992 - January 1995
Skills
Equities, Trading, Hedge Funds, Investment Management, Business Development, Series 7, Equity Trading, Investment Banking, FX Options, Finance, Bloomberg, Securities, Financial Markets, Series 63, Options, Equity Research, Trading Systems, Brokerage, Electronic Trading, Emerging Markets, Sales, ETFs, Real Estate, Entrepreneurship, Alternative Investments
Education
State University of New York College at Plattsburgh
Bachelor's Degree, Accounting
Southern California REIT Sponsor March 2015 - Present
Coastal Premier Properties May 2013 - February 2015
Kangleon Chiropractic 2008 - 2013
2008 HSBC Securities Inc 2007 - 2008
Hike Bike Kayak San Diego October 1999 - July 2007
LPL Financial Services January 1999 - January 2000
Brandes Investment Partners January 1998 - January 1999
UBS Investment Bank January 1995 - January 1998
Baring Securities January 1992 - January 1995
Skills
Equities, Trading, Hedge Funds, Investment Management, Business Development, Series 7, Equity Trading, Investment Banking, FX Options, Finance, Bloomberg, Securities, Financial Markets, Series 63, Options, Equity Research, Trading Systems, Brokerage, Electronic Trading, Emerging Markets, Sales, ETFs, Real Estate, Entrepreneurship, Alternative Investments
Education
State University of New York College at Plattsburgh
Bachelor's Degree, Accounting
Kian Rafia Kian Rafia's LPL Financial Services Experience May 2008 - September 2010
Job
Industry Financial Services
Experience
Independent Financial Group LLC April 2015 - Present
Cetera Financial Group April 2014 - December 2014
Cetera Financial Group August 2010 - April 2014
LPL Financial Services May 2008 - September 2010
Lord Abbett & Co. LLC March 2005 - May 2008
PwC July 1998 - February 2002
Nordstrom 1996 - 1996
Skills
Wealth Management, Investments, Investment Advisory..., RIA, Asset Managment, Mutual Funds, Alternative Investments, Series 7, eRIA, Strategic M&A, Retirement, Financial Modeling, Investment Advisory, Mergers & Acquisitions, Due Diligence, Financial Advisory, Financial Services, Retirement Planning, Strategy, Asset Management, Finance, Business Development, Cross-functional Team..., Equities, Asset Allocation, Portfolio Management
Education
The Ohio State University 1993 — 1997
B.S Science, Industrial Engineering
Independent Financial Group LLC April 2015 - Present
Cetera Financial Group April 2014 - December 2014
Cetera Financial Group August 2010 - April 2014
LPL Financial Services May 2008 - September 2010
Lord Abbett & Co. LLC March 2005 - May 2008
PwC July 1998 - February 2002
Nordstrom 1996 - 1996
Skills
Wealth Management, Investments, Investment Advisory..., RIA, Asset Managment, Mutual Funds, Alternative Investments, Series 7, eRIA, Strategic M&A, Retirement, Financial Modeling, Investment Advisory, Mergers & Acquisitions, Due Diligence, Financial Advisory, Financial Services, Retirement Planning, Strategy, Asset Management, Finance, Business Development, Cross-functional Team..., Equities, Asset Allocation, Portfolio Management
Education
The Ohio State University 1993 — 1997
B.S Science, Industrial Engineering
John Lodise, PMP, PMI-ACP, PMI-PBA's LPL Financial Services Experience April 1997 - August 1999
Job Vice President, US IT PMO Manager at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors January 2014 - Present
Allianz Global Investors Capital April 2008 - December 2013
Nicholas-Applegate Capital Management September 2002 - March 2008
Nicholas-Applegate Capital Management December 1999 - April 2002
LPL Financial Services April 1997 - August 1999
Scott Paper Company 1987 - 1993
Skills
Project Management, MS Project, Program Management, Project Portfolio..., PMP, Requirements Analysis, Requirements Gathering, Business Relationship..., Project Planning, Strategic Planning, Change Management, Project Risk, Business Analysis, Business Process, PMO, Management, Strategy, Operations Management, Team Leadership, Project Delivery, Risk Management, Business Process..., Microsoft Project
Education
University of California, San Diego 2008 — 2012
UC San Diego Extension’s Professional Certificate in Project Management - Obtained May 2012, Project Management
Villanova University 1985 — 1989
B.A. Business Administration, Finance
Malvern Preparatory School 1981 — 1985
General, Business Administration and Management, General
Allianz Global Investors January 2014 - Present
Allianz Global Investors Capital April 2008 - December 2013
Nicholas-Applegate Capital Management September 2002 - March 2008
Nicholas-Applegate Capital Management December 1999 - April 2002
LPL Financial Services April 1997 - August 1999
Scott Paper Company 1987 - 1993
Skills
Project Management, MS Project, Program Management, Project Portfolio..., PMP, Requirements Analysis, Requirements Gathering, Business Relationship..., Project Planning, Strategic Planning, Change Management, Project Risk, Business Analysis, Business Process, PMO, Management, Strategy, Operations Management, Team Leadership, Project Delivery, Risk Management, Business Process..., Microsoft Project
Education
University of California, San Diego 2008 — 2012
UC San Diego Extension’s Professional Certificate in Project Management - Obtained May 2012, Project Management
Villanova University 1985 — 1989
B.A. Business Administration, Finance
Malvern Preparatory School 1981 — 1985
General, Business Administration and Management, General
Thomas Dinh Thomas Dinh's LPL Financial Services Experience September 2010 - Present
Job Corporate Actions Specialist at LPL Financial Services
Industry Financial Services
Experience
LPL Financial Services September 2010 - Present
LPL Financial January 2008 - September 2010
Turner Construction June 2007 - October 2007
San Diego State University June 2005 - June 2007
Skills
Outlook, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Research, Investments, Team Leadership, Data Analysis, Public Speaking, Forecasting, Social Media, Event Planning, Team Building, Financial Analysis, Project Management, Strategic Financial..., Strategic Planning, Facebook
Education
San Diego State University-California State University 2013 — 2014
Certified Associate in Project Management (CAPM), Project Management
San Diego State University-California State University 2003 — 2007
BS, Financial Services
LPL Financial Services September 2010 - Present
LPL Financial January 2008 - September 2010
Turner Construction June 2007 - October 2007
San Diego State University June 2005 - June 2007
Skills
Outlook, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Research, Investments, Team Leadership, Data Analysis, Public Speaking, Forecasting, Social Media, Event Planning, Team Building, Financial Analysis, Project Management, Strategic Financial..., Strategic Planning, Facebook
Education
San Diego State University-California State University 2013 — 2014
Certified Associate in Project Management (CAPM), Project Management
San Diego State University-California State University 2003 — 2007
BS, Financial Services
Lindsay Dickson, MS, CSM, PMP Lindsay Dickson, MS, CSM, PMP's LPL Financial Services Experience January 2007 - March 2008
Job Senior Consultant at HP Enterprise Services
Industry Information Technology and Services
Experience
HP Enterprise Services June 2012 - Present
Qualcomm April 2012 - December 2012
Grand Pacific Resorts September 2011 - January 2012
Hewlett-Packard Enterprise Services May 2011 - October 2011
Attain, LLC (acquired by HP in 2011) January 2010 - May 2011
BearingPoint (acquired by Attain in 2009) February 2009 - January 2010
Brandes Investment Partners May 2008 - January 2009
LPL Financial Services January 2007 - March 2008
EISI (formerly Financial Profiles) February 2006 - January 2007
Option One Mortgage June 2005 - February 2006
Skills
Scrum, Business Analysis, SDLC, CMMI, JavaScript, Business Intelligence, Requirements Analysis, Data Warehousing, Architecture, Team Building, Agile Methodologies, Vendor Management, SharePoint, Project Management, Visio, Enterprise Architecture, Business Process, CRM, PMP, Software Project..., Process Improvement, Integration, Software Development, Enterprise Software, Microsoft SQL Server, PMO, Business Process..., Databases, Software Documentation, Oracle
Education
University of Phoenix 1998 — 2000
MS, Computer Information Systems
University of San Diego 1982 — 1985
BBA, Business Economics
HP Enterprise Services June 2012 - Present
Qualcomm April 2012 - December 2012
Grand Pacific Resorts September 2011 - January 2012
Hewlett-Packard Enterprise Services May 2011 - October 2011
Attain, LLC (acquired by HP in 2011) January 2010 - May 2011
BearingPoint (acquired by Attain in 2009) February 2009 - January 2010
Brandes Investment Partners May 2008 - January 2009
LPL Financial Services January 2007 - March 2008
EISI (formerly Financial Profiles) February 2006 - January 2007
Option One Mortgage June 2005 - February 2006
Skills
Scrum, Business Analysis, SDLC, CMMI, JavaScript, Business Intelligence, Requirements Analysis, Data Warehousing, Architecture, Team Building, Agile Methodologies, Vendor Management, SharePoint, Project Management, Visio, Enterprise Architecture, Business Process, CRM, PMP, Software Project..., Process Improvement, Integration, Software Development, Enterprise Software, Microsoft SQL Server, PMO, Business Process..., Databases, Software Documentation, Oracle
Education
University of Phoenix 1998 — 2000
MS, Computer Information Systems
University of San Diego 1982 — 1985
BBA, Business Economics
Paramy Mixaychareun Paramy Mixaychareun's LPL Financial Services Experience November 2005 - Present
Job Business Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial November 2013 - Present
LPL Financial Services November 2005 - Present
Wachovia Securites 1999 - 2005
Wells Fargo Home Mortgage 1998 - 1999
Skills
Investments, Brokerage, Excel, Microsoft Office, Strategic Planning, Customer Relations, Problem Solving, Word, PowerPoint, Research, Outlook, Windows, Negotiation, Mergers, Business Strategy, Microsoft Excel, Project Management, Customer Service, Software Documentation, Finance, Human Resources, Mutual Funds, FINRA, Mergers & Acquisitions, Microsoft Word, Financial Services, Analysis, Leadership, Management, Banking
Education
University of North Carolina at Charlotte 1997 — 2001
LPL Financial November 2013 - Present
LPL Financial Services November 2005 - Present
Wachovia Securites 1999 - 2005
Wells Fargo Home Mortgage 1998 - 1999
Skills
Investments, Brokerage, Excel, Microsoft Office, Strategic Planning, Customer Relations, Problem Solving, Word, PowerPoint, Research, Outlook, Windows, Negotiation, Mergers, Business Strategy, Microsoft Excel, Project Management, Customer Service, Software Documentation, Finance, Human Resources, Mutual Funds, FINRA, Mergers & Acquisitions, Microsoft Word, Financial Services, Analysis, Leadership, Management, Banking
Education
University of North Carolina at Charlotte 1997 — 2001
Alisha Madeira Alisha Madeira's LPL Financial Services Experience February 2005 - September 2007
Job Destination Manager Vail/Beaver Creek at InvitedHome
Industry Leisure, Travel & Tourism
Experience
InvitedHome September 2014 - Present
Exclusive Resorts October 2012 - September 2014
Italian Institute September 2012 - February 2013
Adventos October 2010 - June 2012
Adventos September 2007 - October 2010
LPL Financial Services February 2005 - September 2007
Manchester Grand Hyatt San Diego August 2002 - January 2005
Hyatt Hotels 2003 - 2004
Skills
Talent Acquisition, Fundraising, Team Management, Proposal Writing, Start-ups, Customer Service, Meeting Planning, Corporate Events, Travel Planning, Conference Coordination, Event Management, Management, Event Planning, Training, Human Resources, Recruiting, Team Building, Sales, CRM, Hospitality, Hotels, Time Management, Leadership, Budgets, Trade Shows, Marketing, Account Management, New Business Development, Operations Management, Strategic Planning, Hospitality Management
Education
University of Colorado at Boulder 1998 — 2002
Bachelor of Science (B.S.), Business Administration, Management and Operations
South High School
InvitedHome September 2014 - Present
Exclusive Resorts October 2012 - September 2014
Italian Institute September 2012 - February 2013
Adventos October 2010 - June 2012
Adventos September 2007 - October 2010
LPL Financial Services February 2005 - September 2007
Manchester Grand Hyatt San Diego August 2002 - January 2005
Hyatt Hotels 2003 - 2004
Skills
Talent Acquisition, Fundraising, Team Management, Proposal Writing, Start-ups, Customer Service, Meeting Planning, Corporate Events, Travel Planning, Conference Coordination, Event Management, Management, Event Planning, Training, Human Resources, Recruiting, Team Building, Sales, CRM, Hospitality, Hotels, Time Management, Leadership, Budgets, Trade Shows, Marketing, Account Management, New Business Development, Operations Management, Strategic Planning, Hospitality Management
Education
University of Colorado at Boulder 1998 — 2002
Bachelor of Science (B.S.), Business Administration, Management and Operations
South High School
Kim Weiler's LPL Financial Services Experience 2004 - 2007
Job Experienced Professional, Seeking Employment
Industry Financial Services
Experience
First Allied Securities, Inc. December 2007 - June 2010
Commonwealth Financial Network January 2007 - July 2007
LPL Financial Services 2004 - 2007
Education
San Diego State University-California State University 1998 — 2003
BA, Communications
First Allied Securities, Inc. December 2007 - June 2010
Commonwealth Financial Network January 2007 - July 2007
LPL Financial Services 2004 - 2007
Education
San Diego State University-California State University 1998 — 2003
BA, Communications
Mike Knox Mike Knox's LPL Financial Services Experience January 2004 - August 2010
Job Vice President, Registration and Licensing at LPL Financial
Industry Financial Services
Experience
LPL Financial July 2014 - Present
LPL Financial July 2013 - July 2014
LPL Financial August 2010 - July 2013
LPL Financial Services January 2004 - August 2010
PFPC Global Fund Services February 2001 - January 2004
First Union Brokerage Services May 1999 - February 2001
First Union Brokerage Services December 1998 - May 1999
Skills
Securities, Series 7
Education
University of North Carolina at Charlotte 1994 — 1998
Olympic High School
LPL Financial July 2014 - Present
LPL Financial July 2013 - July 2014
LPL Financial August 2010 - July 2013
LPL Financial Services January 2004 - August 2010
PFPC Global Fund Services February 2001 - January 2004
First Union Brokerage Services May 1999 - February 2001
First Union Brokerage Services December 1998 - May 1999
Skills
Securities, Series 7
Education
University of North Carolina at Charlotte 1994 — 1998
Olympic High School
John Podesto John Podesto's LPL Financial Services Experience November 2009 - February 2012
Job Sr Platform Manager at LPL Financial
Industry Financial Services
Experience
LPL Financial February 2013 - Present
LPL Financial February 2012 - February 2013
LPL Financial Services November 2009 - February 2012
LPL Financial January 2008 - October 2009
LPL Financial: Innovex Mortgage June 2007 - December 2007
Skills
Mutual Funds, Alternative Investments, Investments, Series 7, Fixed Annuities, Asset Management, Uniform Combined State..., Wealth Management, Financial Services, 401k, ETFs, 529 Plans, Morningstar, Retirement Planning, Financial Advisory, Series 24, AIF, Series 63, Portfolio Management, Series 6, Securities, FINRA, Asset Allocation, Series 65, Series 66, Annuities, Marketing, Marketing Strategy, Marketing Communications, Product Marketing, Email Marketing, Online Marketing
Education
San Diego State University-California State University 2001 — 2006
BS, Finance
Laguna Creek High School 1998 — 2001
LPL Financial February 2013 - Present
LPL Financial February 2012 - February 2013
LPL Financial Services November 2009 - February 2012
LPL Financial January 2008 - October 2009
LPL Financial: Innovex Mortgage June 2007 - December 2007
Skills
Mutual Funds, Alternative Investments, Investments, Series 7, Fixed Annuities, Asset Management, Uniform Combined State..., Wealth Management, Financial Services, 401k, ETFs, 529 Plans, Morningstar, Retirement Planning, Financial Advisory, Series 24, AIF, Series 63, Portfolio Management, Series 6, Securities, FINRA, Asset Allocation, Series 65, Series 66, Annuities, Marketing, Marketing Strategy, Marketing Communications, Product Marketing, Email Marketing, Online Marketing
Education
San Diego State University-California State University 2001 — 2006
BS, Finance
Laguna Creek High School 1998 — 2001
Ladonna Nunn Ladonna Nunn's LPL Financial Services Experience October 1997 - September 2000
Job Shareholders Service Group
Industry Financial Services
Experience
Shareholders Service Group April 2012 - Present
Nunn Family Ranch January 2005 - Present
Brandes Investment Partners October 2008 - March 2012
LPL Financial Services October 1997 - September 2000
LPL Financial 1997 - 1999
Jack White & Co. June 1995 - September 1997
Education
San Diego State University-California State University 1993 — 1995
BA, Communicative Disorders
Shareholders Service Group April 2012 - Present
Nunn Family Ranch January 2005 - Present
Brandes Investment Partners October 2008 - March 2012
LPL Financial Services October 1997 - September 2000
LPL Financial 1997 - 1999
Jack White & Co. June 1995 - September 1997
Education
San Diego State University-California State University 1993 — 1995
BA, Communicative Disorders
Jason Adamek Jason Adamek's LPL Financial Services Experience June 2008 - July 2010
Job Corporate Actions and Dividends Manager at LPL Financial
Industry Financial Services
Experience
LPL Financial October 2013 - Present
LPL Financial December 2012 - August 2013
LPL Financial March 2010 - November 2012
LPL Financial Services June 2008 - July 2010
LPL Financial Services August 2006 - June 2008
Skills
Series 7, Series 63, Tax Reporting, 401k, Retirement, FINRA, Fixed Income, IRAs, Bonds, 401k Rollovers, Financial Services, Corporate Actions, Finance, Trading, Mutual Funds, Management, Securities, Insurance, Wealth Management, Valuation
Education
Temple University 2003 — 2006
Bachelor, Finance
Temple University - Fox School of Business and Management 2003 — 2006
Finance, Minor in Accounting
Virginia Polytechnic Institute and State University - Pamplin College of Business 2001 — 2003
Finance
LPL Financial October 2013 - Present
LPL Financial December 2012 - August 2013
LPL Financial March 2010 - November 2012
LPL Financial Services June 2008 - July 2010
LPL Financial Services August 2006 - June 2008
Skills
Series 7, Series 63, Tax Reporting, 401k, Retirement, FINRA, Fixed Income, IRAs, Bonds, 401k Rollovers, Financial Services, Corporate Actions, Finance, Trading, Mutual Funds, Management, Securities, Insurance, Wealth Management, Valuation
Education
Temple University 2003 — 2006
Bachelor, Finance
Temple University - Fox School of Business and Management 2003 — 2006
Finance, Minor in Accounting
Virginia Polytechnic Institute and State University - Pamplin College of Business 2001 — 2003
Finance
Wayne Boenig Wayne Boenig's LPL Financial Services Experience February 1996 - January 1997
Job Chief Investment Consultant at The PFE Group
Industry Financial Services
Experience
The PFE Group November 2002 - Present
Boston University January 2004 - December 2008
Loomis Sayles & Co. February 1997 - February 2002
LPL Financial Services February 1996 - January 1997
Salomon Smith Barney March 1988 - February 1996
MBank USA April 1985 - March 1988
Skills
Retirement Planning, Asset Allocation, Series 7, Financial Education, Due Diligence
Education
University of Delaware - Lerner College of Business and Economics 1980 — 1984
BSBA, Finance
Cornwall Central High School 1975 — 1980
The PFE Group November 2002 - Present
Boston University January 2004 - December 2008
Loomis Sayles & Co. February 1997 - February 2002
LPL Financial Services February 1996 - January 1997
Salomon Smith Barney March 1988 - February 1996
MBank USA April 1985 - March 1988
Skills
Retirement Planning, Asset Allocation, Series 7, Financial Education, Due Diligence
Education
University of Delaware - Lerner College of Business and Economics 1980 — 1984
BSBA, Finance
Cornwall Central High School 1975 — 1980
William Slade William Slade's LPL Financial Services Experience February 2006 - February 2010
Job at Slade & Company
Industry Financial Services
Experience
Slade & Company February 2004 - Present
LPL Financial Services February 2006 - February 2010
Works / San Jose August 2007 - August 2009
AIG / VALIC September 2001 - February 2006
Wells Fargo Bank February 1998 - August 2001
Skills
Retirement, Investments, Tax Preparation, Financial Planning, Tax Compliance, Business Planning
Education
University of California, Davis 1997 — 2001
University of California, Santa Cruz 2004 — 2005
Certificate, Personal Financial Planning
Slade & Company February 2004 - Present
LPL Financial Services February 2006 - February 2010
Works / San Jose August 2007 - August 2009
AIG / VALIC September 2001 - February 2006
Wells Fargo Bank February 1998 - August 2001
Skills
Retirement, Investments, Tax Preparation, Financial Planning, Tax Compliance, Business Planning
Education
University of California, Davis 1997 — 2001
University of California, Santa Cruz 2004 — 2005
Certificate, Personal Financial Planning
Stephanie V Beggan Stephanie V Beggan's LPL Financial Services Experience February 1998 - October 2001
Job Marketing Communications Manager at Ocular Therapeutix, Inc.
Industry Marketing and Advertising
Experience
Stackry November 2014 - July 2015
Foliage March 2014 - October 2014
Fairchild Semiconductor August 2010 - July 2013
MediaMate 2009 - 2009
Takeda Pharmaceuticals North America January 2002 - September 2008
LPL Financial Services February 1998 - October 2001
Skills
Email Marketing, Social Media Marketing, Marketing Strategy, Marketing Communications, Web Design, Social Networking, Graphic Design, Creative Direction, Social Media Measurement, Baking, Cake and Pastry Design..., Management, Project Management, Logo Design, SEO, Strategy, Corporate Communications, Advertising, Social Media, Marketing, Marketing Management, Public Relations, Product Marketing, Online Advertising, Facebook, Twitter, LinkedIn, CRM, Microsoft Office, Brand Management, Branding & Identity, Brand Awareness, Market Research, Digital Marketing, Integrated Marketing..., Blogging, Press Releases, Event Planning, Editing, Integrated Marketing, Internal Communications, Multi-channel Marketing, Product Launch, Trade Shows, Online Marketing, Content Development, B2B Marketing, Lead Generation, Sales, Leadership
Education
Suffolk University 2009 — 2009
MA, Marketing Communications (IMC)
UMass Lowell
Bachelor of Arts (B.A.), Psychology
Stackry November 2014 - July 2015
Foliage March 2014 - October 2014
Fairchild Semiconductor August 2010 - July 2013
MediaMate 2009 - 2009
Takeda Pharmaceuticals North America January 2002 - September 2008
LPL Financial Services February 1998 - October 2001
Skills
Email Marketing, Social Media Marketing, Marketing Strategy, Marketing Communications, Web Design, Social Networking, Graphic Design, Creative Direction, Social Media Measurement, Baking, Cake and Pastry Design..., Management, Project Management, Logo Design, SEO, Strategy, Corporate Communications, Advertising, Social Media, Marketing, Marketing Management, Public Relations, Product Marketing, Online Advertising, Facebook, Twitter, LinkedIn, CRM, Microsoft Office, Brand Management, Branding & Identity, Brand Awareness, Market Research, Digital Marketing, Integrated Marketing..., Blogging, Press Releases, Event Planning, Editing, Integrated Marketing, Internal Communications, Multi-channel Marketing, Product Launch, Trade Shows, Online Marketing, Content Development, B2B Marketing, Lead Generation, Sales, Leadership
Education
Suffolk University 2009 — 2009
MA, Marketing Communications (IMC)
UMass Lowell
Bachelor of Arts (B.A.), Psychology
Jose Seabrook Jose Seabrook's LPL Financial Services Experience 2011 - Present
Job Associate Integration Manager at LPL Financial
Industry Financial Services
Experience
LPL Financial Services 2011 - Present
LPL Financial June 2011 - Present
Bank of America 2009 - 2011
Titanium Solutions 2009 - 2009
Skills
Series 7, Integration, Series 63
Education
South Carolina State University
LPL Financial Services 2011 - Present
LPL Financial June 2011 - Present
Bank of America 2009 - 2011
Titanium Solutions 2009 - 2009
Skills
Series 7, Integration, Series 63
Education
South Carolina State University
Natalie Martes's LPL Financial Services Experience September 2005 - April 2010
Job Experienced and Knowledgable Accountant
Industry Accounting
Experience
SMK Electronics December 2013 - Present
La Mesa RV June 2012 - March 2013
Heritage Properties & Investments April 2010 - March 2011
LPL Financial Services September 2005 - April 2010
Wells Fargro Private Mortgage Bank June 2005 - September 2005
Westone Management Consultants March 2005 - June 2005
Russ Management Group February 2004 - January 2005
Skills
Microsoft Excel, Microsoft Word, QuickBooks, Reynolds & Reynolds, Bloomberg Terminal, GAAP, Financial Analysis, Self-starter, Problem Solving, Outlook, PowerPoint, Point, Argus Modeling, Research, Financial Reporting, Microsoft Office
Education
University of California, San Diego 2012 — 2013
Professional Certificate, Accounting
University of San Diego 2005 — 2007
MBA, Business Administration
San Diego State University-California State University 1999 — 2003
BA, Music
SMK Electronics December 2013 - Present
La Mesa RV June 2012 - March 2013
Heritage Properties & Investments April 2010 - March 2011
LPL Financial Services September 2005 - April 2010
Wells Fargro Private Mortgage Bank June 2005 - September 2005
Westone Management Consultants March 2005 - June 2005
Russ Management Group February 2004 - January 2005
Skills
Microsoft Excel, Microsoft Word, QuickBooks, Reynolds & Reynolds, Bloomberg Terminal, GAAP, Financial Analysis, Self-starter, Problem Solving, Outlook, PowerPoint, Point, Argus Modeling, Research, Financial Reporting, Microsoft Office
Education
University of California, San Diego 2012 — 2013
Professional Certificate, Accounting
University of San Diego 2005 — 2007
MBA, Business Administration
San Diego State University-California State University 1999 — 2003
BA, Music
Kelli Johnson, PMP's LPL Financial Services Experience 2002 - Present
Job Assistant Vice President
Industry Financial Services
Experience
LPL Financial Services 2002 - Present
Skills
Series 7, Securities, Investments, Project Management, Salesforce.com..., Business Analysis, PMP, Leadership, Training, Banking, Financial Services, Mutual Funds, Portfolio Management, Program Management, Risk Management, Series 63
Education
University of Minnesota-Twin Cities 1998 — 2002
Bachelor of Science (B.S.), Corporate Training & Education
LPL Financial Services 2002 - Present
Skills
Series 7, Securities, Investments, Project Management, Salesforce.com..., Business Analysis, PMP, Leadership, Training, Banking, Financial Services, Mutual Funds, Portfolio Management, Program Management, Risk Management, Series 63
Education
University of Minnesota-Twin Cities 1998 — 2002
Bachelor of Science (B.S.), Corporate Training & Education
Jeff Neidhart Jeff Neidhart's LPL Financial Services Experience January 2010 - February 2011
Job Vice President, Controller at LPL Financial
Industry Accounting
Experience
LPL Financial February 2011 - Present
LPL Financial Services January 2010 - February 2011
LPL Financial Services June 2008 - January 2011
KPMG Audit September 2001 - June 2008
Skills
Financial Reporting, SEC filings, Auditing, Accounting, US GAAP, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, GAAP, Strategic Financial...
Education
San Diego State University-California State University 1998 — 2001
Bachelor of Science (BS), Business Administration
LPL Financial February 2011 - Present
LPL Financial Services January 2010 - February 2011
LPL Financial Services June 2008 - January 2011
KPMG Audit September 2001 - June 2008
Skills
Financial Reporting, SEC filings, Auditing, Accounting, US GAAP, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, GAAP, Strategic Financial...
Education
San Diego State University-California State University 1998 — 2001
Bachelor of Science (BS), Business Administration
Waiel Ali's LPL Financial Services Experience March 2007 - September 2008
Job Fixed Income Specialist at TD Ameritrade
Industry Capital Markets
Experience
TD Ameritrade September 2008 - Present
LPL Financial Services March 2007 - September 2008
Tekmark Global Solutions, LLC January 1999 - March 2007
Fixed Income Securities, Inc. 1996 - 1998
Chase Manhattan Investment Services, Inc. 1992 - 1996
Merrill Lynch 1987 - 1992
Skills
Project Management, Start-ups, Fixed Income, Investments, Investment Management, Management, Sales, Asset, Bonds, Series 7, Equities, Capital Markets, Securities, Bloomberg, Series 63, Options, Trading, Structured Products, Mutual Funds, Portfolio Management, FINRA, Derivatives, Series 24, Financial Advisory, Asset Management, Financial Services, Series 65, Retirement Planning, Strategic Financial..., 401k, Investment Advisory, Wealth Management, Asset Allocation, Finance, Hedge Funds, Electronic Trading, Valuation, Investment Banking, Financial Markets, Investment Strategies, Trading Systems, Municipal Bonds, Alternative Investments, FX Options, Credit Derivatives, Uniform Combined State..., Retirement, ETFs, Market Data
Education
The University of Connecticut 1980 — 1986
BA
TD Ameritrade September 2008 - Present
LPL Financial Services March 2007 - September 2008
Tekmark Global Solutions, LLC January 1999 - March 2007
Fixed Income Securities, Inc. 1996 - 1998
Chase Manhattan Investment Services, Inc. 1992 - 1996
Merrill Lynch 1987 - 1992
Skills
Project Management, Start-ups, Fixed Income, Investments, Investment Management, Management, Sales, Asset, Bonds, Series 7, Equities, Capital Markets, Securities, Bloomberg, Series 63, Options, Trading, Structured Products, Mutual Funds, Portfolio Management, FINRA, Derivatives, Series 24, Financial Advisory, Asset Management, Financial Services, Series 65, Retirement Planning, Strategic Financial..., 401k, Investment Advisory, Wealth Management, Asset Allocation, Finance, Hedge Funds, Electronic Trading, Valuation, Investment Banking, Financial Markets, Investment Strategies, Trading Systems, Municipal Bonds, Alternative Investments, FX Options, Credit Derivatives, Uniform Combined State..., Retirement, ETFs, Market Data
Education
The University of Connecticut 1980 — 1986
BA
Calvin Poon's LPL Financial Services Experience June 2007 - December 2008
Job Senior Application Architect at Scantron Corporation
Industry Computer Software
Experience
Scantron Corporation June 2009 - Present
Well United Technology Ltd. January 2008 - December 2012
LPL Financial Services June 2007 - December 2008
Entriq, Inc June 2005 - April 2007
Movielink, LLC January 2002 - June 2005
Sony Pictures Digital Entertainment January 2001 - December 2001
GemConnect (GC Ventures) 2000 - January 2001
2TheMart.com 1999 - 2000
IBM Global Services 1997 - 1999
Skills
Agile Methodologies, SOA, Java, Software Development, C#, Software Project..., TFS, .NET, JSP, Web Services, Software Engineering, ASP.NET MVC, AppFabric, WCF, WF, Digital Asset Management, DRM, Microsoft SQL Server, Content Delivery, PHP, Facebook API, Windows Azure, Amazon Cloud, JavaScript, ASP.NET, Visual Basic, VB.NET, IIS, Web Applications, T-SQL, Visual Studio, XML, Enterprise Architecture, SOAP, Amazon Web Services..., Architectures, Databases, Software Design, Scrum, Design Patterns, Testing, Object Oriented Design
Education
University of California, San Diego 1993 — 1997
B.S.
Scantron Corporation June 2009 - Present
Well United Technology Ltd. January 2008 - December 2012
LPL Financial Services June 2007 - December 2008
Entriq, Inc June 2005 - April 2007
Movielink, LLC January 2002 - June 2005
Sony Pictures Digital Entertainment January 2001 - December 2001
GemConnect (GC Ventures) 2000 - January 2001
2TheMart.com 1999 - 2000
IBM Global Services 1997 - 1999
Skills
Agile Methodologies, SOA, Java, Software Development, C#, Software Project..., TFS, .NET, JSP, Web Services, Software Engineering, ASP.NET MVC, AppFabric, WCF, WF, Digital Asset Management, DRM, Microsoft SQL Server, Content Delivery, PHP, Facebook API, Windows Azure, Amazon Cloud, JavaScript, ASP.NET, Visual Basic, VB.NET, IIS, Web Applications, T-SQL, Visual Studio, XML, Enterprise Architecture, SOAP, Amazon Web Services..., Architectures, Databases, Software Design, Scrum, Design Patterns, Testing, Object Oriented Design
Education
University of California, San Diego 1993 — 1997
B.S.
Elizabeth Hartshorn's LPL Financial Services Experience November 2007 - June 2009
Job Editor/Senior Copywriter
Industry Financial Services
Experience
LPL Financial Services November 2007 - June 2009
Qualcomm, Inc. May 2006 - April 2007
DivX, Inc. February 2005 - April 2006
Skills
Marketing Communications, Corporate Communications, User Interface, Research, Copywriting, Editing, Marketing, Digital Media, Online Marketing
Education
University of North Carolina at Greensboro
B.A., Major: Speech Communications, Minor: English
LPL Financial Services November 2007 - June 2009
Qualcomm, Inc. May 2006 - April 2007
DivX, Inc. February 2005 - April 2006
Skills
Marketing Communications, Corporate Communications, User Interface, Research, Copywriting, Editing, Marketing, Digital Media, Online Marketing
Education
University of North Carolina at Greensboro
B.A., Major: Speech Communications, Minor: English
Jordan Darr's LPL Financial Services Experience June 2006 - April 2008
Job Sr Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial April 2015 - Present
LPL Financial August 2011 - April 2015
LPL Financial April 2008 - August 2011
LPL Financial Services June 2006 - April 2008
Skills
Finance, Series 7, Mutual Funds, Securities, Financial Advisory, Wealth Management, FINRA, Corporate Finance, Financial Services, Retirement Planning, Asset Management
Education
University of California, San Diego - The Rady School of Management 2012 — 2015
Master of Business Administration (MBA), Accounting and Finance, 3.5
University of California, San Diego 2002 — 2005
Bachelor of Arts (BA), Mathematics/Applied Science
LPL Financial April 2015 - Present
LPL Financial August 2011 - April 2015
LPL Financial April 2008 - August 2011
LPL Financial Services June 2006 - April 2008
Skills
Finance, Series 7, Mutual Funds, Securities, Financial Advisory, Wealth Management, FINRA, Corporate Finance, Financial Services, Retirement Planning, Asset Management
Education
University of California, San Diego - The Rady School of Management 2012 — 2015
Master of Business Administration (MBA), Accounting and Finance, 3.5
University of California, San Diego 2002 — 2005
Bachelor of Arts (BA), Mathematics/Applied Science
John Klinger, CFA's LPL Financial Services Experience 2003 - 2006
Job VP Research at LM Capital Group, LLC.
Industry Financial Services
Experience
LM Capital Group, LLC. June 2006 - Present
LPL Financial Services 2003 - 2006
Skills
Equities, Fixed Income, Investments, Portfolio Management, Hedge Funds, Asset Management
Education
Trinity College-Hartford 1998 — 2002
LM Capital Group, LLC. June 2006 - Present
LPL Financial Services 2003 - 2006
Skills
Equities, Fixed Income, Investments, Portfolio Management, Hedge Funds, Asset Management
Education
Trinity College-Hartford 1998 — 2002
Jordan Darr's LPL Financial Services Experience June 2006 - April 2008
Job Overlay Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial August 2011 - Present
LPL Financial April 2008 - August 2011
LPL Financial Services June 2006 - April 2008
Education
University of California, San Diego 2002 — 2006
LPL Financial August 2011 - Present
LPL Financial April 2008 - August 2011
LPL Financial Services June 2006 - April 2008
Education
University of California, San Diego 2002 — 2006
Kristi Lugo's LPL Financial Services Experience May 2008 - October 2008
Job Sr QA Engineer at Par Tech Brink Software
Industry Computer Software
Experience
Par Tech - Brink Software February 2015 - Present
Tax Compliance, Inc. October 2008 - February 2015
LPL Financial Services May 2008 - October 2008
Ameranth March 2000 - April 2008
Orincon February 1997 - March 2000
Greystone March 1994 - February 1997
Orincon November 1991 - March 1994
Verac June 1985 - November 1991
Ball Systems Engineering Division 1985 - 1991
Skills
Software Development, Test Cases, Test Automation, Software Quality..., Testing, C, Quality Assurance, Regression Testing, C#, Functional Testing, Hardware, Teamwork, Interpersonal...
Education
San Diego State University-California State University 1980 — 1985
BSEE, Electrical Engineering
Par Tech - Brink Software February 2015 - Present
Tax Compliance, Inc. October 2008 - February 2015
LPL Financial Services May 2008 - October 2008
Ameranth March 2000 - April 2008
Orincon February 1997 - March 2000
Greystone March 1994 - February 1997
Orincon November 1991 - March 1994
Verac June 1985 - November 1991
Ball Systems Engineering Division 1985 - 1991
Skills
Software Development, Test Cases, Test Automation, Software Quality..., Testing, C, Quality Assurance, Regression Testing, C#, Functional Testing, Hardware, Teamwork, Interpersonal...
Education
San Diego State University-California State University 1980 — 1985
BSEE, Electrical Engineering
Andrew Ganz's LPL Financial Services Experience September 2003 - January 2006
Job Senior Relationship Manager at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group May 2015 - Present
Intercare Insurance Solutions March 2011 - April 2015
First Allied Securities March 2009 - March 2011
Commonwealth Financial Network January 2006 - December 2008
LPL Financial Services September 2003 - January 2006
Lifetime Financial Advisors 1999 - 2003
Skills
Retirement, Investments, Series 7, Relationship Management, Retirement Planning, Mutual Funds, Wealth Management, Series 63, Investment Advisory, Employee Benefits, Financial Advisory, Defined Benefit, Finance, Asset Allocation, Business Development, Marketing, Alternative Investments, 401k, Pensions, Employee Retention, Qualified Retirement..., Retirement Plan...
Education
San Diego State University-California State University 1998 — 2002
Bachelor of Science, Finance
MassMutual Financial Group May 2015 - Present
Intercare Insurance Solutions March 2011 - April 2015
First Allied Securities March 2009 - March 2011
Commonwealth Financial Network January 2006 - December 2008
LPL Financial Services September 2003 - January 2006
Lifetime Financial Advisors 1999 - 2003
Skills
Retirement, Investments, Series 7, Relationship Management, Retirement Planning, Mutual Funds, Wealth Management, Series 63, Investment Advisory, Employee Benefits, Financial Advisory, Defined Benefit, Finance, Asset Allocation, Business Development, Marketing, Alternative Investments, 401k, Pensions, Employee Retention, Qualified Retirement..., Retirement Plan...
Education
San Diego State University-California State University 1998 — 2002
Bachelor of Science, Finance
John Darwell's LPL Financial Services Experience April 2007 - February 2010
Job Sr Database Developer at Union Bank of California
Industry Computer Software
Experience
Union Bank of California August 2010 - Present
Infoclarity Solutions, Inc May 2001 - Present
LPL Financial Services April 2007 - February 2010
LPL Financial 2007 - February 2010
BikeBandit.com 2010 - 2010
Modern Postcard 2006 - 2007
Pfizer 2001 - 2006
Science Applications International Corporation 1990 - 1998
Skills
C#, Microsoft SQL Server, WCF, Agile Methodologies, ASP.NET, .NET, SSRS, Business Analysis, VB.NET, Databases, T-SQL, ASP, Integration
Education
University of California, San Diego 1982 — 1988
Union Bank of California August 2010 - Present
Infoclarity Solutions, Inc May 2001 - Present
LPL Financial Services April 2007 - February 2010
LPL Financial 2007 - February 2010
BikeBandit.com 2010 - 2010
Modern Postcard 2006 - 2007
Pfizer 2001 - 2006
Science Applications International Corporation 1990 - 1998
Skills
C#, Microsoft SQL Server, WCF, Agile Methodologies, ASP.NET, .NET, SSRS, Business Analysis, VB.NET, Databases, T-SQL, ASP, Integration
Education
University of California, San Diego 1982 — 1988
Patrick Sarne's LPL Financial Services Experience 2004 - 2007
Job Wealth Management Consultant with Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network May 2007 - Present
LPL Financial Services 2004 - 2007
Financial Profiles 2002 - 2004
Skills
Series 7, Series 63, Retirement, Fixed Annuities, Investment Advisory, Mutual Funds, Retirement Planning, Wealth Management, Asset Allocation, Securities, Investments, Strategic Financial..., Asset Managment, Portfolio Management, Insurance, Trading, FINRA, Series 24, Risk Management, Pensions, Uniform Combined State..., Financial Advisory, Investment Strategies
Education
University of California, San Diego 1990 — 1995
BS, Management Science
Commonwealth Financial Network May 2007 - Present
LPL Financial Services 2004 - 2007
Financial Profiles 2002 - 2004
Skills
Series 7, Series 63, Retirement, Fixed Annuities, Investment Advisory, Mutual Funds, Retirement Planning, Wealth Management, Asset Allocation, Securities, Investments, Strategic Financial..., Asset Managment, Portfolio Management, Insurance, Trading, FINRA, Series 24, Risk Management, Pensions, Uniform Combined State..., Financial Advisory, Investment Strategies
Education
University of California, San Diego 1990 — 1995
BS, Management Science
Brett Davey, CFP®'s LPL Financial Services Experience June 2005 - December 2012
Job Plan Support Specialist at Pure Financial Advisors
Industry Financial Services
Experience
Pure Financial Advisors December 2012 - Present
LPL Financial Services June 2005 - December 2012
Skills
Retirement Planning, Investments, Mutual Funds, Wealth Management, Portfolio Management, Finance, Asset Allocation, Microsoft Office, Financial Advisory, Financial Analysis, Investment Advisory, Asset Management
Education
SAN DIEGO STATE UNIVERSITY 2002 — 2006
Bachelor of Science, Finance, Business Administration
San Diego State University-California State University 2002 — 2006
Bachelor's degree, Finance
Pure Financial Advisors December 2012 - Present
LPL Financial Services June 2005 - December 2012
Skills
Retirement Planning, Investments, Mutual Funds, Wealth Management, Portfolio Management, Finance, Asset Allocation, Microsoft Office, Financial Advisory, Financial Analysis, Investment Advisory, Asset Management
Education
SAN DIEGO STATE UNIVERSITY 2002 — 2006
Bachelor of Science, Finance, Business Administration
San Diego State University-California State University 2002 — 2006
Bachelor's degree, Finance
Carrie Foote's LPL Financial Services Experience March 1999 - October 2003
Job Advisory Services Manager, CUSO Financial
Industry Financial Services
Experience
CUSO Financial Services,L.P. November 2006 - Present
Commonwealth Financial Services May 2005 - October 2006
Commonwealth Financial Network October 2003 - May 2005
LPL Financial Services March 1999 - October 2003
Skills
Investments, Asset Management, Mutual Funds, Retirement Planning, Financial Services, Insurance, Strategic Financial..., Marketing, Wealth Management, Series 63, Investment Advisory, Series 7, Asset Allocation, FINRA, Series 65
Education
San Diego State University-California State University 1990 — 1994
BS Mktg
CUSO Financial Services,L.P. November 2006 - Present
Commonwealth Financial Services May 2005 - October 2006
Commonwealth Financial Network October 2003 - May 2005
LPL Financial Services March 1999 - October 2003
Skills
Investments, Asset Management, Mutual Funds, Retirement Planning, Financial Services, Insurance, Strategic Financial..., Marketing, Wealth Management, Series 63, Investment Advisory, Series 7, Asset Allocation, FINRA, Series 65
Education
San Diego State University-California State University 1990 — 1994
BS Mktg
Diane Talley's LPL Financial Services Experience 2006 - Present
Job Financial Advisor at Financial Services
Industry Financial Services
Experience
LPL Financial Services 2006 - Present
Education
University of Arkansas at Little Rock
LPL Financial Services 2006 - Present
Education
University of Arkansas at Little Rock
Rey Pajarillo's LPL Financial Services Experience September 2006 - July 2010
Job Senior Product Manager at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional July 2010 - Present
LPL Financial Services September 2006 - July 2010
ING Advisors Network July 1997 - August 2006
Skills
Series 7, Series 24, Retirement, Investments, Securities, Mutual Funds, Financial Services, Portfolio Management, Retirement Planning, Investment Advisory, FINRA, Asset Management, Wealth Management, Relationship Management, Investment Strategies, Alternative Investments, Financial Advisory, Asset Allocation, Series 63, Investment Management, Strategic Financial...
Education
University of California, Berkeley 1995 — 1997
Bachelor of Arts (BA), Economics
NHS
NHS
NHS
NHS
NHS
TD Ameritrade Institutional July 2010 - Present
LPL Financial Services September 2006 - July 2010
ING Advisors Network July 1997 - August 2006
Skills
Series 7, Series 24, Retirement, Investments, Securities, Mutual Funds, Financial Services, Portfolio Management, Retirement Planning, Investment Advisory, FINRA, Asset Management, Wealth Management, Relationship Management, Investment Strategies, Alternative Investments, Financial Advisory, Asset Allocation, Series 63, Investment Management, Strategic Financial...
Education
University of California, Berkeley 1995 — 1997
Bachelor of Arts (BA), Economics
NHS
NHS
NHS
NHS
NHS
Atissa Rahmani's LPL Financial Services Experience October 2004 - Present
Job Supervisor at LPL Financial Services
Industry Financial Services
Experience
LPL Financial Services October 2004 - Present
LPL Financial 2004 - Present
Education
University of California, San Diego 2001 — 2006
LPL Financial Services October 2004 - Present
LPL Financial 2004 - Present
Education
University of California, San Diego 2001 — 2006
Leana Ahmed's LPL Financial Services Experience 2003 - 2005
Job AVP, Consultant II DB Analyst/Administrator at Bank of America
Industry Information Technology and Services
Experience
Bank of America 2007 - Present
Sabre, inc. October 2005 - June 2006
The Eastridge Group March 2003 - July 2005
LPL Financial Services 2003 - 2005
esoftsolutions May 2001 - February 2003
e2i 1999 - 2000
Skills
Microsoft SQL Server, T-SQL, XML, SSRS, JavaScript, CSS, Oracle, Analysis Services, SDLC, SSIS, Agile Methodologies, SQL, Visio, SharePoint, Database Design, ETL, .NET, jQuery, Requirements Analysis
Education
Texas A&M University 1993 — 1998
Bank of America 2007 - Present
Sabre, inc. October 2005 - June 2006
The Eastridge Group March 2003 - July 2005
LPL Financial Services 2003 - 2005
esoftsolutions May 2001 - February 2003
e2i 1999 - 2000
Skills
Microsoft SQL Server, T-SQL, XML, SSRS, JavaScript, CSS, Oracle, Analysis Services, SDLC, SSIS, Agile Methodologies, SQL, Visio, SharePoint, Database Design, ETL, .NET, jQuery, Requirements Analysis
Education
Texas A&M University 1993 — 1998
Kelly Vazquez's LPL Financial Services Experience 2003 - 2009
Job AVP, Agency Operations
Industry Insurance
Experience
LPL Financial Institution Services 2008 - Present
LPL Financial Services 2003 - 2009
Skills
Series 7
Education
University of North Carolina at Charlotte 1995 — 1999
LPL Financial Institution Services 2008 - Present
LPL Financial Services 2003 - 2009
Skills
Series 7
Education
University of North Carolina at Charlotte 1995 — 1999
Jon Hunneman's LPL Financial Services Experience November 2007 - January 2009
Job Results Analyst at Capital Group
Industry Financial Services
Experience
Capital Group May 2015 - Present
MullinTBG Advisors July 2014 - May 2015
Davis Advisors January 2014 - March 2014
Davis Advisors May 2010 - January 2014
JD Mellberg Financial March 2009 - May 2010
LPL Financial Services November 2007 - January 2009
Genworth Financial Trust Company July 2007 - November 2007
Skills
Mutual Funds, Investments, Customer Service, Trading, Bonds, Series 63, Portfolio Management, Advanced Excel Skills, Customer Relations, Asset Allocation, Securities, Financial Analysis, Financial Reporting, Asset Management, Compliance, Microsoft Office, Series 7, Equity Trading, Equities, Wealth Management, Bloomberg, Investment Strategies, Financial Services, Security APL
Education
CFA Institute 2006 — 2006
Completed CFA Level 1
Kaplan University 2009 — 2011
MBA, Finance
University of Arizona 1998 — 2001
Bachelor of Arts, Political Science
Murrieta Valley High 1992 — 1996
Capital Group May 2015 - Present
MullinTBG Advisors July 2014 - May 2015
Davis Advisors January 2014 - March 2014
Davis Advisors May 2010 - January 2014
JD Mellberg Financial March 2009 - May 2010
LPL Financial Services November 2007 - January 2009
Genworth Financial Trust Company July 2007 - November 2007
Skills
Mutual Funds, Investments, Customer Service, Trading, Bonds, Series 63, Portfolio Management, Advanced Excel Skills, Customer Relations, Asset Allocation, Securities, Financial Analysis, Financial Reporting, Asset Management, Compliance, Microsoft Office, Series 7, Equity Trading, Equities, Wealth Management, Bloomberg, Investment Strategies, Financial Services, Security APL
Education
CFA Institute 2006 — 2006
Completed CFA Level 1
Kaplan University 2009 — 2011
MBA, Finance
University of Arizona 1998 — 2001
Bachelor of Arts, Political Science
Murrieta Valley High 1992 — 1996
Ayinde Usher's LPL Financial Services Experience April 2001 - July 2012
Job Lab Engineer at Teradata
Industry Information Technology and Services
Experience
Teradata July 2012 - Present
Linsco Private Ledger April 2001 - July 2012
LPL Financial April 2001 - July 2012
LPL Financial Services April 2001 - July 2012
LPL April 2001 - July 2012
Skills
Data Center, Troubleshooting, Customer Service, Microsoft Office, Windows, ITIL, Access, Microsoft Excel, Process Improvement, Outlook, SDLC, Disaster Recovery, Windows Server, VMware, Active Directory, Unix, System Administration, Servers, Databases, Hardware, IT Operations, Integration, Management, Microsoft SQL Server, Oracle, Red Hat Linux, Software Documentation, Software Installation, Visio, Shell Scripting, Networking, Windows 7, AIX, Virtualization, TCP/IP, Cloud Computing, Data Migration, Database Administration, Linux, Teradata, IBM AIX, SQL, Operating Systems, Enterprise Software
Education
University of Detroit Mercy 1996 — 1997
Business Administration
University of New Haven 1995 — 1996
University of New Haven 1995 — 1996
No, Business Administration
Teradata July 2012 - Present
Linsco Private Ledger April 2001 - July 2012
LPL Financial April 2001 - July 2012
LPL Financial Services April 2001 - July 2012
LPL April 2001 - July 2012
Skills
Data Center, Troubleshooting, Customer Service, Microsoft Office, Windows, ITIL, Access, Microsoft Excel, Process Improvement, Outlook, SDLC, Disaster Recovery, Windows Server, VMware, Active Directory, Unix, System Administration, Servers, Databases, Hardware, IT Operations, Integration, Management, Microsoft SQL Server, Oracle, Red Hat Linux, Software Documentation, Software Installation, Visio, Shell Scripting, Networking, Windows 7, AIX, Virtualization, TCP/IP, Cloud Computing, Data Migration, Database Administration, Linux, Teradata, IBM AIX, SQL, Operating Systems, Enterprise Software
Education
University of Detroit Mercy 1996 — 1997
Business Administration
University of New Haven 1995 — 1996
University of New Haven 1995 — 1996
No, Business Administration
Kristi Carr's LPL Financial Services Experience 2000 - 2005
Job CPA
Industry Accounting
Experience
Carr Accounting January 2009 - Present
Life Settlement Solutions 2005 - November 2010
LPL Financial Services 2000 - 2005
Skills
Budgets, Due Diligence, Analysis, Account Management, Business Planning, Customer Service, Outlook, Microsoft Word, Financial Modeling, Leadership, Business Strategy, Personal Tax Planning, Income Tax, Tax Preparation, Corporate Tax, Corporate Tax Planning, Bookkeeping
Education
University of California, San Diego 2009 — 2010
Accounting Certificate, Accounting
San Diego State University-California State University 1998 — 2000
Bachelor of Science (BS), Finance, General
Carr Accounting January 2009 - Present
Life Settlement Solutions 2005 - November 2010
LPL Financial Services 2000 - 2005
Skills
Budgets, Due Diligence, Analysis, Account Management, Business Planning, Customer Service, Outlook, Microsoft Word, Financial Modeling, Leadership, Business Strategy, Personal Tax Planning, Income Tax, Tax Preparation, Corporate Tax, Corporate Tax Planning, Bookkeeping
Education
University of California, San Diego 2009 — 2010
Accounting Certificate, Accounting
San Diego State University-California State University 1998 — 2000
Bachelor of Science (BS), Finance, General
Anthony Giovannetti's LPL Financial Services Experience May 2001 - August 2002
Job Legal Executive at Fidelity Information Services
Industry Law Practice
Experience
FIS November 2010 - Present
FIS February 2011 - April 2014
FIS November 2010 - February 2011
Commercial Alliance Group, Inc. August 2008 - November 2010
Solomon & Furshman, LLP August 2007 - August 2008
Miami-Dade State Attorney's Office January 2006 - August 2007
LPL Financial Services May 2001 - August 2002
Aspect Communications December 2000 - May 2001
Skills
Financial Services, Product Development, Mobile Technology, Intellectual Property, Technological Innovation, Contract Negotiation, Electronic Payments, Payments, Strategic Partnerships, Mobile Payments, Payment Systems, Contract Law, Corporate Law, Leadership, Vendor Contracts, Conflict Resolution, Conflict Management, Dispute Resolution, Business Development, Business Strategy, Business Innovation
Education
Washington University in St. Louis School of Law 2002 — 2005
Doctor of Law (JD), Law
University of Florida 1999 — 2000
Master of Science (M.S.), Decision and Information Science
University of Florida 1995 — 1999
Bachelor of Arts (B.A.)
FIS November 2010 - Present
FIS February 2011 - April 2014
FIS November 2010 - February 2011
Commercial Alliance Group, Inc. August 2008 - November 2010
Solomon & Furshman, LLP August 2007 - August 2008
Miami-Dade State Attorney's Office January 2006 - August 2007
LPL Financial Services May 2001 - August 2002
Aspect Communications December 2000 - May 2001
Skills
Financial Services, Product Development, Mobile Technology, Intellectual Property, Technological Innovation, Contract Negotiation, Electronic Payments, Payments, Strategic Partnerships, Mobile Payments, Payment Systems, Contract Law, Corporate Law, Leadership, Vendor Contracts, Conflict Resolution, Conflict Management, Dispute Resolution, Business Development, Business Strategy, Business Innovation
Education
Washington University in St. Louis School of Law 2002 — 2005
Doctor of Law (JD), Law
University of Florida 1999 — 2000
Master of Science (M.S.), Decision and Information Science
University of Florida 1995 — 1999
Bachelor of Arts (B.A.)
Cynthia Najjar's LPL Financial Services Experience June 1999 - October 2006
Job Fixed Income Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2006 - Present
LPL Financial Services June 1999 - October 2006
Skills
Bloomberg, Series 63, Series 7, Trading, Word, Salesforce.com, Spanish, Structured Products, Microsoft Office, Fixed Income Products, Securities, Bonds, Excel, Fixed Income Trading, Fixed Income, Finance, FINRA, ETFs, Series 24
Education
University of California, Santa Barbara 1995 — 1999
B.A, Business Economics, with emphasis in Accounting
TD Ameritrade November 2006 - Present
LPL Financial Services June 1999 - October 2006
Skills
Bloomberg, Series 63, Series 7, Trading, Word, Salesforce.com, Spanish, Structured Products, Microsoft Office, Fixed Income Products, Securities, Bonds, Excel, Fixed Income Trading, Fixed Income, Finance, FINRA, ETFs, Series 24
Education
University of California, Santa Barbara 1995 — 1999
B.A, Business Economics, with emphasis in Accounting
Peter Teubner's LPL Financial Services Experience
Job Compliance Analyst at LPL Financial Services
Industry Financial Services
Experience
LPL Financial Services
Skills
Series 7, Series 24, Mutual Funds, FINRA, Series 63, Investment Advisory, Securities Regulation, Risk Management, Securities
Education
San Diego State University-California State University 1998 — 2000
LPL Financial Services
Skills
Series 7, Series 24, Mutual Funds, FINRA, Series 63, Investment Advisory, Securities Regulation, Risk Management, Securities
Education
San Diego State University-California State University 1998 — 2000
Lisa Bourgeault's LPL Financial Services Experience 2008 - 2009
Job Executive Assistant at State Street
Industry Investment Banking
Experience
State Street April 2011 - Present
Howard Fischer Associates June 2010 - March 2011
LPL Financial Services 2008 - 2009
Filene's Basement 2002 - 2008
Education
University of Massachusetts, Amherst 1998 — 2002
Marblehead High School
State Street April 2011 - Present
Howard Fischer Associates June 2010 - March 2011
LPL Financial Services 2008 - 2009
Filene's Basement 2002 - 2008
Education
University of Massachusetts, Amherst 1998 — 2002
Marblehead High School
Jed Kutzen's LPL Financial Services Experience August 2005 - June 2014
Job Wealth Advisor at Prospera Financial
Industry Financial Services
Experience
Prospera Financial June 2014 - Present
Kutzen Financial December 2012 - Present
LPL Financial Services August 2005 - June 2014
Shepherd Financial Partners January 2011 - December 2012
FundQuest 1999 - 2005
Manulife 1998 - 1999
Skills
Wealth Management, Series 7, Financial Services, Securities, Portfolio Management, Finance, Wealth, Mutual Funds, Investments, Wealth Management..., Series 63, Asset Allocation, Asset Management, Alternative Investments
Education
Union College 1994 — 1998
Bachelor's degree, Economics
Prospera Financial June 2014 - Present
Kutzen Financial December 2012 - Present
LPL Financial Services August 2005 - June 2014
Shepherd Financial Partners January 2011 - December 2012
FundQuest 1999 - 2005
Manulife 1998 - 1999
Skills
Wealth Management, Series 7, Financial Services, Securities, Portfolio Management, Finance, Wealth, Mutual Funds, Investments, Wealth Management..., Series 63, Asset Allocation, Asset Management, Alternative Investments
Education
Union College 1994 — 1998
Bachelor's degree, Economics
Clint Pittman (PMP, CSM, CSPO, ITILv3)'s LPL Financial Services Experience August 2008 - November 2010
Job Director, Solution Delivery at Bridgepoint Education
Industry Higher Education
Experience
Bridgepoint Education January 2013 - Present
Bridgepoint Education November 2010 - January 2013
LPL Financial Services August 2008 - November 2010
LPL Financial Services July 2006 - August 2008
Home Depot Supply February 2006 - July 2006
Verizon December 2004 - February 2006
Verizon February 2004 - December 2004
Motive Communications 2001 - 2003
Net Quotient Consulting 2000 - 2001
Computer Sciences Corporation 1999 - 2000
Skills
SDLC, Vendor Management, Agile, Project Portfolio..., PMP, Program Management, Scrum, IT Governance, Visio, Resource Management, Software Project..., Process Engineering, Business Analysis, Requirements Analysis, ITIL, Project Planning, Professional Services, Quality Assurance, Process Improvement, Cross-functional Team..., SharePoint, Team Leadership, ERP, MS Project, Product Management, Mentoring, PMO, Risk Management, Team Building, Requirements Gathering, E-commerce, Change Management, Agile Methodologies, Project Management, Management, IT Strategy, Governance, Project Delivery, Software Development, Integration, Agile Project Management, Leadership, Software Documentation, SaaS, CRM, Business Intelligence, Analysis, IT Service Management, Enterprise Architecture, IT Management
Education
The University of Texas at Austin - The Red McCombs School of Business 1995 — 1998
Bachelors of Business Administration, Management Information Systems, General
Leysin American School, Leysin Switzerand
Bridgepoint Education January 2013 - Present
Bridgepoint Education November 2010 - January 2013
LPL Financial Services August 2008 - November 2010
LPL Financial Services July 2006 - August 2008
Home Depot Supply February 2006 - July 2006
Verizon December 2004 - February 2006
Verizon February 2004 - December 2004
Motive Communications 2001 - 2003
Net Quotient Consulting 2000 - 2001
Computer Sciences Corporation 1999 - 2000
Skills
SDLC, Vendor Management, Agile, Project Portfolio..., PMP, Program Management, Scrum, IT Governance, Visio, Resource Management, Software Project..., Process Engineering, Business Analysis, Requirements Analysis, ITIL, Project Planning, Professional Services, Quality Assurance, Process Improvement, Cross-functional Team..., SharePoint, Team Leadership, ERP, MS Project, Product Management, Mentoring, PMO, Risk Management, Team Building, Requirements Gathering, E-commerce, Change Management, Agile Methodologies, Project Management, Management, IT Strategy, Governance, Project Delivery, Software Development, Integration, Agile Project Management, Leadership, Software Documentation, SaaS, CRM, Business Intelligence, Analysis, IT Service Management, Enterprise Architecture, IT Management
Education
The University of Texas at Austin - The Red McCombs School of Business 1995 — 1998
Bachelors of Business Administration, Management Information Systems, General
Leysin American School, Leysin Switzerand
Dan Umansky's LPL Financial Services Experience August 2007 - January 2013
Job SVP, Business Consulting Group, First Allied
Industry Financial Services
Experience
First Allied Securities, Inc. June 2014 - Present
KAR Consulting, Inc. January 2013 - May 2014
LPL Financial Services August 2007 - January 2013
AIG 2000 - 2007
Essex Corporation 1997 - 2000
Wells Fargo and HomeFed Bank 1989 - 1994
Merrill Lynch 1986 - 1989
Skills
Series 7, Wealth Management, Series 63, Management Consulting, Mutual Funds, Retirement Planning, Investment Advisory, Coaching, Retirement, Securities, Fixed Annuities, Investments, Alternative Investments, Financial Services, Management, Business Planning, Financial Advisory, Training, Business Development, Finance, FINRA, Asset Allocation, Strategic Financial..., Banking, 401k, Mergers & Acquisitions
Education
University of California, Los Angeles 1982 — 1986
University of California, Los Angeles
First Allied Securities, Inc. June 2014 - Present
KAR Consulting, Inc. January 2013 - May 2014
LPL Financial Services August 2007 - January 2013
AIG 2000 - 2007
Essex Corporation 1997 - 2000
Wells Fargo and HomeFed Bank 1989 - 1994
Merrill Lynch 1986 - 1989
Skills
Series 7, Wealth Management, Series 63, Management Consulting, Mutual Funds, Retirement Planning, Investment Advisory, Coaching, Retirement, Securities, Fixed Annuities, Investments, Alternative Investments, Financial Services, Management, Business Planning, Financial Advisory, Training, Business Development, Finance, FINRA, Asset Allocation, Strategic Financial..., Banking, 401k, Mergers & Acquisitions
Education
University of California, Los Angeles 1982 — 1986
University of California, Los Angeles
Tony Bonafede's LPL Financial Services Experience April 2004 - May 2014
Job Compliance Officer, Advisory Services
Industry Financial Services
Experience
Independent Financial Group LLC June 2014 - Present
LPL Financial Services April 2004 - May 2014
Financial Network Investment Corporation August 2001 - April 2004
Oggi's Pizza and Brewing Company August 1996 - August 2001
Education
San Diego State University-California State University 1996 — 2000
Bachelor of Science (BS), Finance, General
Independent Financial Group LLC June 2014 - Present
LPL Financial Services April 2004 - May 2014
Financial Network Investment Corporation August 2001 - April 2004
Oggi's Pizza and Brewing Company August 1996 - August 2001
Education
San Diego State University-California State University 1996 — 2000
Bachelor of Science (BS), Finance, General
Kevin Headen's LPL Financial Services Experience June 2008 - March 2010
Job Manager at NOW CFO
Industry Financial Services
Experience
NOW CFO October 2012 - August 2013
Formula April 2011 - August 2012
LPL Financial Services June 2008 - March 2010
Bumble Bee Foods April 2006 - April 2008
Education
The George Washington University 1995 — 1998
Bachelors of Accountancy
The George Washington University - School of Business 1995 — 1998
CorePower Yoga
NOW CFO October 2012 - August 2013
Formula April 2011 - August 2012
LPL Financial Services June 2008 - March 2010
Bumble Bee Foods April 2006 - April 2008
Education
The George Washington University 1995 — 1998
Bachelors of Accountancy
The George Washington University - School of Business 1995 — 1998
CorePower Yoga
Mark Dushkin's LPL Financial Services Experience 2000 - 2004
Job Application Development Manager at San Diego Community College District
Industry Higher Education
Experience
San Diego Community College District January 2010 - Present
SunGard Higher Education January 2005 - December 2009
LPL July 2000 - December 2004
LPL Financial Services 2000 - 2004
LPL Financial 2000 - 2004
SAIC January 1982 - June 1998
Skills
Program Management, Software Development, Vendor Management, Microsoft SQL Server, Agile Methodologies, Project Management, SQL, Business Analysis, Requirements Analysis, Process Improvement
Education
University of California, Berkeley 1971 — 1976
BS, Electrical Engineering and Computer Science
San Diego Community College District January 2010 - Present
SunGard Higher Education January 2005 - December 2009
LPL July 2000 - December 2004
LPL Financial Services 2000 - 2004
LPL Financial 2000 - 2004
SAIC January 1982 - June 1998
Skills
Program Management, Software Development, Vendor Management, Microsoft SQL Server, Agile Methodologies, Project Management, SQL, Business Analysis, Requirements Analysis, Process Improvement
Education
University of California, Berkeley 1971 — 1976
BS, Electrical Engineering and Computer Science
Mark Zirkle's LPL Financial Services Experience January 2008 - October 2011
Job Executive Pastor at Lake Norman Baptist Church
Industry Religious Institutions
Experience
Lake Norman Baptist Church April 2015 - Present
Ingersoll Rand October 2011 - April 2015
LPL Financial Services January 2008 - October 2011
Time Warner Cable 2003 - 2008
Skills
Executive Compensation, Compensation, Benefits, HRIS, Budgeting
Education
University of North Carolina at Charlotte - Belk College of Business 2000 — 2008
MBA, Management
Lake Norman Baptist Church April 2015 - Present
Ingersoll Rand October 2011 - April 2015
LPL Financial Services January 2008 - October 2011
Time Warner Cable 2003 - 2008
Skills
Executive Compensation, Compensation, Benefits, HRIS, Budgeting
Education
University of North Carolina at Charlotte - Belk College of Business 2000 — 2008
MBA, Management
Alex Kagan's LPL Financial Services Experience Sr. Systems AdministratorKaiser PermanenteJune 2011 - Present
Job Sr. Systems Administrator at Kaiser Permanente
Industry Health, Wellness and Fitness
Experience
LPL Financial Services Sr. Systems AdministratorKaiser PermanenteJune 2011 - Present
LPL Financial 2006 - Present
Skills
Project Management, SQL, SDLC, Process Improvement, Microsoft SQL Server, Agile Methodologies, SharePoint, Visio, Software Development, Vendor Management, Disaster Recovery, Requirements Analysis, Enterprise Architecture, Software Project..., IT Strategy, ITIL, Technical Support, Integration
Education
University of California, San Diego 2002 — 2006
LPL Financial Services Sr. Systems AdministratorKaiser PermanenteJune 2011 - Present
LPL Financial 2006 - Present
Skills
Project Management, SQL, SDLC, Process Improvement, Microsoft SQL Server, Agile Methodologies, SharePoint, Visio, Software Development, Vendor Management, Disaster Recovery, Requirements Analysis, Enterprise Architecture, Software Project..., IT Strategy, ITIL, Technical Support, Integration
Education
University of California, San Diego 2002 — 2006
Kristine Algas-Marasigan's LPL Financial Services Experience March 2008 - January 2009
Job HR Generalist at Scripps Health
Industry Financial Services
Experience
Scripps Health October 2010 - Present
Scripps Health March 2009 - October 2010
LPL Financial Services March 2008 - January 2009
LPL Financial Services July 2007 - February 2008
Scripps Health November 2004 - July 2007
City of San Diego October 2003 - November 2004
WIS International 2003 - 2003
Scripps Health 2000 - 2002
Charlotte Russe 1997 - 1998
Skills
Applicant Tracking..., HRIS, Human Resources, Recruiting, Employee Benefits, Interviews, Payroll, Outlook, Training, FMLA, Administrative..., Screening, Data Entry, Customer Service, Background Checks, Onboarding, Personnel Management, Hospitals, Healthcare
Education
San Diego State University-California State University 1996 — 2001
Mira Mesa High School
Scripps Health October 2010 - Present
Scripps Health March 2009 - October 2010
LPL Financial Services March 2008 - January 2009
LPL Financial Services July 2007 - February 2008
Scripps Health November 2004 - July 2007
City of San Diego October 2003 - November 2004
WIS International 2003 - 2003
Scripps Health 2000 - 2002
Charlotte Russe 1997 - 1998
Skills
Applicant Tracking..., HRIS, Human Resources, Recruiting, Employee Benefits, Interviews, Payroll, Outlook, Training, FMLA, Administrative..., Screening, Data Entry, Customer Service, Background Checks, Onboarding, Personnel Management, Hospitals, Healthcare
Education
San Diego State University-California State University 1996 — 2001
Mira Mesa High School
Jackson Petry's LPL Financial Services Experience November 2007 - March 2010
Job Asssistant Vice President at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2011 - Present
LPL Financial January 2006 - Present
LPL Financial January 2006 - Present
LPL Financial Services November 2007 - March 2010
Skills
Series 7, Call Centers, Process Improvement, Customer Service, Troubleshooting, Outlook, Customer Satisfaction, Disaster Recovery, Team Leadership, Microsoft Excel, Access, Management, Microsoft Office
Education
San Diego State University-California State University 1999 — 2005
Bachelor of Science, International Economics
San Diego State University-California State University
Bachelor's degree in International Economics, International Economics
LPL Financial March 2011 - Present
LPL Financial January 2006 - Present
LPL Financial January 2006 - Present
LPL Financial Services November 2007 - March 2010
Skills
Series 7, Call Centers, Process Improvement, Customer Service, Troubleshooting, Outlook, Customer Satisfaction, Disaster Recovery, Team Leadership, Microsoft Excel, Access, Management, Microsoft Office
Education
San Diego State University-California State University 1999 — 2005
Bachelor of Science, International Economics
San Diego State University-California State University
Bachelor's degree in International Economics, International Economics
Janet Jim's LPL Financial Services Experience October 2006 - August 2008
Job Database Analyst
Industry Information Technology and Services
Experience
The UPS Store March 2014 - Present
The UPS Store September 2008 - March 2014
LPL Financial Services October 2006 - August 2008
Skills
Process Improvement, Project Management, Access, Microsoft Excel, Data Analysis, Customer Service, Inventory Management, Analysis
Education
University of California, San Diego 2000 — 2005
The UPS Store March 2014 - Present
The UPS Store September 2008 - March 2014
LPL Financial Services October 2006 - August 2008
Skills
Process Improvement, Project Management, Access, Microsoft Excel, Data Analysis, Customer Service, Inventory Management, Analysis
Education
University of California, San Diego 2000 — 2005
Wendy Pylman's LPL Financial Services Experience March 2006 - Present
Job Director, Client Support Services at LPL Financial Services
Industry Financial Services
Experience
LPL Financial Services March 2006 - Present
Education
Stetson University 1994 — 1998
LPL Financial Services March 2006 - Present
Education
Stetson University 1994 — 1998
Linda Delgado's LPL Financial Services Experience July 2010 - January 2015
Job Sr Tech Support Analyst
Industry Financial Services
Experience
LPL Financial Services July 2010 - January 2015
LPL Financial Services February 2008 - July 2010
Skills
Vendor Management, Process Improvement, Business Analysis, Disaster Recovery, SharePoint, SDLC, Visio, Active Directory, Series 7, Software Documentation, ITIL, Microsoft SQL Server, Help Desk Support, Strategic Planning, Troubleshooting, IT Management, Call Centers, Securities, Financial Services, Project Management, Risk Management, Information Technology, Information Security, Business Process..., Access, IT Operations, Windows7, Microsoft Office, Windows 7
Education
University of California, Berkeley 1990 — 1992
Bachelor of Arts (B.A.), Rhetoric Oral and Written Communication
LPL Financial Services July 2010 - January 2015
LPL Financial Services February 2008 - July 2010
Skills
Vendor Management, Process Improvement, Business Analysis, Disaster Recovery, SharePoint, SDLC, Visio, Active Directory, Series 7, Software Documentation, ITIL, Microsoft SQL Server, Help Desk Support, Strategic Planning, Troubleshooting, IT Management, Call Centers, Securities, Financial Services, Project Management, Risk Management, Information Technology, Information Security, Business Process..., Access, IT Operations, Windows7, Microsoft Office, Windows 7
Education
University of California, Berkeley 1990 — 1992
Bachelor of Arts (B.A.), Rhetoric Oral and Written Communication
Barbara. Peck's LPL Financial Services Experience 2005 - Present
Job VP Trust consultant at LPL Financial Services
Industry Financial Services
Experience
LPL Financial Services 2005 - Present
Linsco/Private Ledger 2005 - Present
LPL Financial 2005 - Present
LPL 2005 - Present
Banknorth group 1993 - 2000
Skills
Series 63, Wealth Management, Mutual Funds, Retirement Planning, Series 7
Education
University of Connecticut 1968 — 1972
BSN, Nursing
LPL Financial Services 2005 - Present
Linsco/Private Ledger 2005 - Present
LPL Financial 2005 - Present
LPL 2005 - Present
Banknorth group 1993 - 2000
Skills
Series 63, Wealth Management, Mutual Funds, Retirement Planning, Series 7
Education
University of Connecticut 1968 — 1972
BSN, Nursing
Randy Dungo's LPL Financial Services Experience May 2000 - January 2009
Job Retirement Services at CUSO Financial Services LP
Industry Financial Services
Experience
CUSO Financial Services, LP January 2015 - Present
Union Bank November 2009 - January 2015
LPL Financial Services May 2000 - January 2009
TD Ameritrade April 1997 - May 2000
Education
San Diego State University-California State University
Economics
CUSO Financial Services, LP January 2015 - Present
Union Bank November 2009 - January 2015
LPL Financial Services May 2000 - January 2009
TD Ameritrade April 1997 - May 2000
Education
San Diego State University-California State University
Economics
Scott Morinoue's LPL Financial Services Experience November 2004 - May 2006
Job Independent Entertainment Professional
Industry Entertainment
Experience
Bunim Murray Productions 2006 - 2008
LPL Financial Services November 2004 - May 2006
Considine & Considine July 2000 - November 2004
Education
San Diego State University-California State University 1996 — 2000
Bunim Murray Productions 2006 - 2008
LPL Financial Services November 2004 - May 2006
Considine & Considine July 2000 - November 2004
Education
San Diego State University-California State University 1996 — 2000
Kyle Landin's LPL Financial Services Experience April 2007 - April 2009
Job Assessment Specialist at California State University, San Marcos
Industry Higher Education
Experience
California State University San Marcos February 2015 - Present
Ashford University May 2014 - Present
Ashford University June 2013 - February 2015
Ashford University July 2011 - May 2013
Bridgepoint Education June 2010 - June 2011
Bridgepoint Education October 2009 - June 2010
Anonymizer, Inc. May 2009 - September 2009
LPL Financial Services April 2007 - April 2009
LPL Financial Services August 2006 - April 2007
LPL Financial Services February 2005 - August 2006
Skills
Leadership, Marketing, Analysis, Program Management, Event Planning, Higher Education, Research Administration, CRM, Cross-functional Team..., Editing, Adult Education, Distance Learning, Leadership Development, E-Learning
Education
University of the Rockies 2010 — 2012
Master's degree, Psychology
University of California, Irvine 1993 — 1998
BA, English Language and Literature, General
California State University San Marcos February 2015 - Present
Ashford University May 2014 - Present
Ashford University June 2013 - February 2015
Ashford University July 2011 - May 2013
Bridgepoint Education June 2010 - June 2011
Bridgepoint Education October 2009 - June 2010
Anonymizer, Inc. May 2009 - September 2009
LPL Financial Services April 2007 - April 2009
LPL Financial Services August 2006 - April 2007
LPL Financial Services February 2005 - August 2006
Skills
Leadership, Marketing, Analysis, Program Management, Event Planning, Higher Education, Research Administration, CRM, Cross-functional Team..., Editing, Adult Education, Distance Learning, Leadership Development, E-Learning
Education
University of the Rockies 2010 — 2012
Master's degree, Psychology
University of California, Irvine 1993 — 1998
BA, English Language and Literature, General
Bridgette Horn's LPL Financial Services Experience June 1991 - Present
Job Enhanced Trading Support Desk
Industry Financial Services
Experience
LPL Financial Services June 1991 - Present
LPL Financial 1991 - Present
Skills
Series 7
Education
San Diego State University-California State University 1986 — 1991
Financial Services
LPL Financial Services June 1991 - Present
LPL Financial 1991 - Present
Skills
Series 7
Education
San Diego State University-California State University 1986 — 1991
Financial Services
Chris Mannan's LPL Financial Services Experience October 2009 - July 2012
Job Financial Services Business Applications Consultant
Industry Information Technology and Services
Experience
PwC September 2014 - Present
Globalproject August 2012 - September 2014
LPL Financial Services October 2009 - July 2012
LPL Financial September 2007 - October 2009
LabCorp February 2007 - September 2007
United Parcel Services June 2006 - January 2007
EKM Corporation April 2001 - June 2006
Skills
Management, IT Business Strategy, Cross-functional Team..., Project Portfolio..., Program Management, Project Management, Financial Services, Process Improvement, SDLC, Business Analysis, Product Management, Product Requirements, CRM, Web Applications, Mobile Devices, Vendor Management, Start-ups, Leadership, Requirements Analysis, Software Development, Architecture, Enterprise Software, Agile Methodologies, Architectures
Education
New York University, Stern School of Business 2012 — 2014
Master of Business Administration (MBA), Global Strategy and Finance
London School of Economics and Political Science 2012 — 2014
Master of Business Administration (MBA), Global Political Economy
TRIUM 2012 — 2014
Global Executive MBA
University of Virginia 1990 — 1993
BA, English
St. Albans School 1978 — 1989
PwC September 2014 - Present
Globalproject August 2012 - September 2014
LPL Financial Services October 2009 - July 2012
LPL Financial September 2007 - October 2009
LabCorp February 2007 - September 2007
United Parcel Services June 2006 - January 2007
EKM Corporation April 2001 - June 2006
Skills
Management, IT Business Strategy, Cross-functional Team..., Project Portfolio..., Program Management, Project Management, Financial Services, Process Improvement, SDLC, Business Analysis, Product Management, Product Requirements, CRM, Web Applications, Mobile Devices, Vendor Management, Start-ups, Leadership, Requirements Analysis, Software Development, Architecture, Enterprise Software, Agile Methodologies, Architectures
Education
New York University, Stern School of Business 2012 — 2014
Master of Business Administration (MBA), Global Strategy and Finance
London School of Economics and Political Science 2012 — 2014
Master of Business Administration (MBA), Global Political Economy
TRIUM 2012 — 2014
Global Executive MBA
University of Virginia 1990 — 1993
BA, English
St. Albans School 1978 — 1989
Le's Carrington's LPL Financial Services Experience January 2010 - September 2013
Job Vice President Internal Sales Manager at AIG
Industry Financial Services
Experience
AIG March 2015 - Present
Altegris Investments September 2013 - November 2014
LPL Financial Services January 2010 - September 2013
LPL Financial August 2008 - December 2010
LPL Financial August 2007 - August 2008
LPL Financial August 2004 - August 2007
LPL Financial January 2000 - August 2004
Scudder Investments September 1999 - January 2000
Skills
Sales Management, Series 24, Series 7, Series 65, Asset Allocation, Investment Advisory, Variable Annuities, Securities, Fixed Annuities, Investments, ETFs, Salesforce.com, Series 3, Series 63, Mutual Funds, Management, Leadership, Coaching, Process Improvement, Customer Service, Sales, Relationship Management, Sales Strategy, Investment Products
Education
San Diego State University-California State University 2003 — 2007
Bachelor's degree, Economics
San Diego State University-California State University
Bachelor's degree, Economics
AIG March 2015 - Present
Altegris Investments September 2013 - November 2014
LPL Financial Services January 2010 - September 2013
LPL Financial August 2008 - December 2010
LPL Financial August 2007 - August 2008
LPL Financial August 2004 - August 2007
LPL Financial January 2000 - August 2004
Scudder Investments September 1999 - January 2000
Skills
Sales Management, Series 24, Series 7, Series 65, Asset Allocation, Investment Advisory, Variable Annuities, Securities, Fixed Annuities, Investments, ETFs, Salesforce.com, Series 3, Series 63, Mutual Funds, Management, Leadership, Coaching, Process Improvement, Customer Service, Sales, Relationship Management, Sales Strategy, Investment Products
Education
San Diego State University-California State University 2003 — 2007
Bachelor's degree, Economics
San Diego State University-California State University
Bachelor's degree, Economics
Steven Hamaguchi, CRPC®, AIF®'s LPL Financial Services Experience October 2006 - March 2010
Job VP Advisory & Brokerage Consulting at LPL Financial
Industry Financial Services
Experience
LPL Financial July 2012 - Present
LPL Financial March 2010 - July 2012
LPL Financial Services October 2006 - March 2010
Skills
Mutual Funds, 401k, Retirement, FINRA, Uniform Combined State..., Financial Advisory, Wealth Management, Fixed Annuities, Financial Planners, ETFs, Securities, Financial Services, Qualified Retirement..., Life Insurance, Insurance, Portfolio Management, Estate Planning, Fixed Income, Wealth Accumulation, Alternative Investments, 401k Rollovers, Retirement Planning, Series 65, Investment Management, Variable Annuities, Investment Strategies, Strategic Financial..., Employee Benefits, Relationship Management, Series 7, Series 24, Investments, Asset Allocation, Wealth, Investment Advisory, Wealth Management..., Series 63, Asset Management, Separately Managed..., Equities, Bonds, Risk Management
Education
San Diego State University-California State University 1990 — 1995
B.S.
LPL Financial July 2012 - Present
LPL Financial March 2010 - July 2012
LPL Financial Services October 2006 - March 2010
Skills
Mutual Funds, 401k, Retirement, FINRA, Uniform Combined State..., Financial Advisory, Wealth Management, Fixed Annuities, Financial Planners, ETFs, Securities, Financial Services, Qualified Retirement..., Life Insurance, Insurance, Portfolio Management, Estate Planning, Fixed Income, Wealth Accumulation, Alternative Investments, 401k Rollovers, Retirement Planning, Series 65, Investment Management, Variable Annuities, Investment Strategies, Strategic Financial..., Employee Benefits, Relationship Management, Series 7, Series 24, Investments, Asset Allocation, Wealth, Investment Advisory, Wealth Management..., Series 63, Asset Management, Separately Managed..., Equities, Bonds, Risk Management
Education
San Diego State University-California State University 1990 — 1995
B.S.
Katie Reasor's LPL Financial Services Experience February 2008 - February 2009
Job Director of Retirement Product Marketing at LPL Financial Services
Industry Financial Services
Experience
LPL Financial Services February 2008 - February 2009
LPL Financial 2008 - 2009
A.G. Edwards July 1994 - February 2008
Education
The University of Kansas 1992 — 1996
B.A., Psychology
LPL Financial Services February 2008 - February 2009
LPL Financial 2008 - 2009
A.G. Edwards July 1994 - February 2008
Education
The University of Kansas 1992 — 1996
B.A., Psychology
Rory Majoria's LPL Financial Services Experience December 2006 - Present
Job Senior Media Designer at LPL Financial Services
Industry Financial Services
Experience
LPL Financial Services December 2006 - Present
Awards 1999 - 2013
Clearly Direct 2005 - 2006
Airojam Design 1999 - 2006
Majoria Drugs 1999 - 2005
The Peer Group 2003 - 2004
Duke Unlimited Advertising Agency 1999 - 2001
Skills
Graphic Design, Adobe Creative Suite, InDesign, QuarkXPress, Photoshop, Illustrator, Dreamweaver, PowerPoint, Keynote, Microsoft Word, Brand Development, Marketing, Logo Design, Multimedia, Web Design, Creative Strategy, Advertising, WordPress, Marketing Communications, Magazines, Online Marketing, Social Media Marketing, Leadership, SEO, User Interface Design, Art Direction, Collateral, User Experience, Mac, Creative Direction, Strategy, Graphics, Layout, Photography, Sales, Corporate Branding, Adobe Acrobat, Social Networking, Brochures, E-commerce, Management, Newsletters, Direct Mail, Corporate Identity, Email Marketing
Education
Delgado Community College 1998 — 1999
Associates, Graphic Design, General Studies
University of New Orleans 1986 — 1991
Fine Arts
LPL Financial Services December 2006 - Present
Awards 1999 - 2013
Clearly Direct 2005 - 2006
Airojam Design 1999 - 2006
Majoria Drugs 1999 - 2005
The Peer Group 2003 - 2004
Duke Unlimited Advertising Agency 1999 - 2001
Skills
Graphic Design, Adobe Creative Suite, InDesign, QuarkXPress, Photoshop, Illustrator, Dreamweaver, PowerPoint, Keynote, Microsoft Word, Brand Development, Marketing, Logo Design, Multimedia, Web Design, Creative Strategy, Advertising, WordPress, Marketing Communications, Magazines, Online Marketing, Social Media Marketing, Leadership, SEO, User Interface Design, Art Direction, Collateral, User Experience, Mac, Creative Direction, Strategy, Graphics, Layout, Photography, Sales, Corporate Branding, Adobe Acrobat, Social Networking, Brochures, E-commerce, Management, Newsletters, Direct Mail, Corporate Identity, Email Marketing
Education
Delgado Community College 1998 — 1999
Associates, Graphic Design, General Studies
University of New Orleans 1986 — 1991
Fine Arts
Jessica Fisher, PHR's LPL Financial Services Experience February 2007 - August 2009
Job Human Resources Manager at TransCore
Industry Transportation/Trucking/Railroad
Experience
TransCore December 2010 - Present
LPL Financial Services February 2007 - August 2009
Kratos Defense & Security Solutions, Inc. September 2005 - February 2007
General Dynamics Information Technology October 2004 - August 2005
Skills
HRIS, Onboarding, Employee Relations, Human Resources, Employment Law, Workforce Planning, Business Development
Education
San Diego State University
TransCore December 2010 - Present
LPL Financial Services February 2007 - August 2009
Kratos Defense & Security Solutions, Inc. September 2005 - February 2007
General Dynamics Information Technology October 2004 - August 2005
Skills
HRIS, Onboarding, Employee Relations, Human Resources, Employment Law, Workforce Planning, Business Development
Education
San Diego State University
Tana Mielke's LPL Financial Services Experience January 2008 - October 2009
Job Executive Chef at Camp Korey
Industry Food & Beverages
Experience
Camp Korey January 2013 - Present
Tom Douglas Restaurants 2012 - 2013
Luc Restaurant 2011 - 2012
Nice 'n Easy Athens 2010 - 2011
Spondi/Fuga 2010 - 2011
Alemagou 2010 - 2010
Nammos/Coo 2010 - 2010
Hamersley's Bistro 2008 - 2010
LPL Financial Services January 2008 - October 2009
AdvisorNet Financial 2005 - 2007
Skills
Mediterranean Cuisine, Culinary Management, Culinary Skills, Cuisine, Fine Dining, Food, Catering, Sustainability, Nutrition, Culinary Travel, Mediterranean, Cooking, Procurement, Event Management, SharePoint, Process Improvement, Project Management, Microsoft SQL Server, Visio, Business Analysis, SQL, HTML, Vendor Management, CSS, JavaScript, Databases, Web Development, XML, Software Documentation, Access, Microsoft Office, Food & Beverage
Education
University of Minnesota-Twin Cities 1999 — 2003
Bachelor's Degree, Biology
Camp Korey January 2013 - Present
Tom Douglas Restaurants 2012 - 2013
Luc Restaurant 2011 - 2012
Nice 'n Easy Athens 2010 - 2011
Spondi/Fuga 2010 - 2011
Alemagou 2010 - 2010
Nammos/Coo 2010 - 2010
Hamersley's Bistro 2008 - 2010
LPL Financial Services January 2008 - October 2009
AdvisorNet Financial 2005 - 2007
Skills
Mediterranean Cuisine, Culinary Management, Culinary Skills, Cuisine, Fine Dining, Food, Catering, Sustainability, Nutrition, Culinary Travel, Mediterranean, Cooking, Procurement, Event Management, SharePoint, Process Improvement, Project Management, Microsoft SQL Server, Visio, Business Analysis, SQL, HTML, Vendor Management, CSS, JavaScript, Databases, Web Development, XML, Software Documentation, Access, Microsoft Office, Food & Beverage
Education
University of Minnesota-Twin Cities 1999 — 2003
Bachelor's Degree, Biology
Anneliese Keil's LPL Financial Services Experience April 2005 - April 2011
Job Vice President
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2011 - Present
LPL Financial Services April 2005 - April 2011
Securities America, Inc. 2002 - 2004
Education
University of San Diego 2004 — 2005
MBA, emphasis in Finance
University of California, Los Angeles 1993 — 1997
BA, Art History
Morgan Stanley Wealth Management April 2011 - Present
LPL Financial Services April 2005 - April 2011
Securities America, Inc. 2002 - 2004
Education
University of San Diego 2004 — 2005
MBA, emphasis in Finance
University of California, Los Angeles 1993 — 1997
BA, Art History
Reed Greenagel's LPL Financial Services Experience
Job CFP® at LPL Financial
Industry Financial Services
Experience
LPL Financial Services
Skills
Securities
Education
Taylor University
LPL Financial Services
Skills
Securities
Education
Taylor University
Pete Covino's LPL Financial Services Experience January 2001 - January 2009
Job Senior Advisor at Legacy Wealth Management, LLC
Industry Financial Services
Experience
Legacy Wealth Managment, LLC December 2001 - Present
Legacy Wealth Managment, LLC December 2001 - Present
LPL Financial Services January 2001 - January 2009
Skills
Strategic Financial..., Investment Advisory, Financial Advisory, Asset Management, Securities, Series 7, Retirement Planning, Mutual Funds, Fixed Annuities, Investment Strategies, Insurance, Disability Insurance, Wealth Management, Investments, Estate Planning, Financial Services, Series 63
Education
The College of Idaho 1988 — 1990
BS, Baseball
Legacy Wealth Managment, LLC December 2001 - Present
Legacy Wealth Managment, LLC December 2001 - Present
LPL Financial Services January 2001 - January 2009
Skills
Strategic Financial..., Investment Advisory, Financial Advisory, Asset Management, Securities, Series 7, Retirement Planning, Mutual Funds, Fixed Annuities, Investment Strategies, Insurance, Disability Insurance, Wealth Management, Investments, Estate Planning, Financial Services, Series 63
Education
The College of Idaho 1988 — 1990
BS, Baseball
Dexter Jansson's LPL Financial Services Experience September 2007 - Present
Job Integration Manager at LPL Financial Services
Industry Financial Services
Experience
LPL Financial Services September 2007 - Present
Phoenix Wealth Management October 2005 - September 2007
LPL June 2000 - July 2005
Skills
Mutual Funds, Securities, Series 63, Series 24, Investments, Financial Services, Series 7, FINRA, Financial Planning, Fixed Income, Retirement, Retirement Planning, Strategic Financial..., Wealth Management, Insurance
Education
University of Phoenix - San Diego 2002 — 2004
MBA, Business
University of Connecticut 1993 — 1997
BA, Economics
LPL Financial Services September 2007 - Present
Phoenix Wealth Management October 2005 - September 2007
LPL June 2000 - July 2005
Skills
Mutual Funds, Securities, Series 63, Series 24, Investments, Financial Services, Series 7, FINRA, Financial Planning, Fixed Income, Retirement, Retirement Planning, Strategic Financial..., Wealth Management, Insurance
Education
University of Phoenix - San Diego 2002 — 2004
MBA, Business
University of Connecticut 1993 — 1997
BA, Economics
Christopher Weight, CFA's LPL Financial Services Experience 2006 - 2007
Job Head of Trading & Operations at Cove Global Asset Management
Industry Investment Management
Experience
Cove Global Asset Management March 2010 - Present
TPCM March 2007 - January 2010
LPL Financial Services 2006 - 2007
Skills
Chartered Financial..., Eze Castle, Bloomberg, REDI, Trading, Portfolio Management, Hedge Funds, Alternative Investments, FX Options, Securities, Asset Management
Education
San Diego State University-California State University 2000 — 2005
BA, Finance
S.C.E.C.G.S Redlands
S.C.E.C.G.S Redlands
S.C.E.C.G.S Redlands
Cove Global Asset Management March 2010 - Present
TPCM March 2007 - January 2010
LPL Financial Services 2006 - 2007
Skills
Chartered Financial..., Eze Castle, Bloomberg, REDI, Trading, Portfolio Management, Hedge Funds, Alternative Investments, FX Options, Securities, Asset Management
Education
San Diego State University-California State University 2000 — 2005
BA, Finance
S.C.E.C.G.S Redlands
S.C.E.C.G.S Redlands
S.C.E.C.G.S Redlands
Michela Baca, PMP, CSPO's LPL Financial Services Experience May 1999 - March 2000
Job Product Manager at Mitchell International
Industry Computer Software
Experience
Mitchell International May 2015 - Present
ThreeWire Systems, LLC February 2014 - May 2015
DefenseWeb Technologies, Inc. February 2011 - February 2014
DefenseWeb Technologies, Inc. February 2009 - February 2011
Mind & Body Holistic Studio November 2003 - December 2008
ConfirmNet Corp May 2000 - November 2003
LPL Financial Services May 1999 - March 2000
Gateway 1997 - 1999
Skills
Agile Methodologies, Software Development, Quality Assurance, Microsoft SQL Server, Software Quality..., Management, Scrum, Software Project..., PMP, SDLC, Requirements Analysis, XML, Training, Agile Project Management, Visio, Troubleshooting, Cloud Computing, Software Engineering, Project Management, SaaS, Customer Service, Test Planning, Cross-functional Team..., Mobile Applications, Web Applications
Education
The University of New Mexico 1991 — 1996
BS, Biology
Mitchell International May 2015 - Present
ThreeWire Systems, LLC February 2014 - May 2015
DefenseWeb Technologies, Inc. February 2011 - February 2014
DefenseWeb Technologies, Inc. February 2009 - February 2011
Mind & Body Holistic Studio November 2003 - December 2008
ConfirmNet Corp May 2000 - November 2003
LPL Financial Services May 1999 - March 2000
Gateway 1997 - 1999
Skills
Agile Methodologies, Software Development, Quality Assurance, Microsoft SQL Server, Software Quality..., Management, Scrum, Software Project..., PMP, SDLC, Requirements Analysis, XML, Training, Agile Project Management, Visio, Troubleshooting, Cloud Computing, Software Engineering, Project Management, SaaS, Customer Service, Test Planning, Cross-functional Team..., Mobile Applications, Web Applications
Education
The University of New Mexico 1991 — 1996
BS, Biology
Lauri Martin's LPL Financial Services Experience June 2006 - September 2008
Job Relationship Associate, Private Banking, Credit Suisse
Industry Financial Services
Experience
Credit Suisse March 2010 - Present
AXA Advisors January 2009 - November 2009
LPL Financial Services June 2006 - September 2008
Education
The Australian National University 2003 — 2005
post-graduate certificate, Sustainable Heritage Development
The University of the Arts
MA, Museum Communication
State University of New York at New Paltz
BA, Art History
Credit Suisse March 2010 - Present
AXA Advisors January 2009 - November 2009
LPL Financial Services June 2006 - September 2008
Education
The Australian National University 2003 — 2005
post-graduate certificate, Sustainable Heritage Development
The University of the Arts
MA, Museum Communication
State University of New York at New Paltz
BA, Art History
Al Beausey's LPL Financial Services Experience October 2004 - March 2009
Job Senior Payroll Manager at Cricket Communications, Inc.
Industry Consumer Services
Experience
Cricket Communications August 2010 - Present
LPL Financial Services October 2004 - March 2009
Primerica Financial Services October 2002 - June 2004
Factory 2-U 2003 - 2004
24 Hour Fitness May 2001 - April 2002
Xerox Business Services January 1999 - January 2001
Xerox Business Services February 1997 - December 1998
Skills
Employee Benefits, Human Resources, Leadership, Payroll, Budgets, Deferred Compensation, Analysis, Management, Applicant Tracking..., Financial Reporting, Forecasting, Policy, Process Improvement, Sales, Talent Acquisition, Vendor Management
Education
University at Albany, SUNY 1973 — 1975
Bachelor of Science, Business Administration
Cricket Communications August 2010 - Present
LPL Financial Services October 2004 - March 2009
Primerica Financial Services October 2002 - June 2004
Factory 2-U 2003 - 2004
24 Hour Fitness May 2001 - April 2002
Xerox Business Services January 1999 - January 2001
Xerox Business Services February 1997 - December 1998
Skills
Employee Benefits, Human Resources, Leadership, Payroll, Budgets, Deferred Compensation, Analysis, Management, Applicant Tracking..., Financial Reporting, Forecasting, Policy, Process Improvement, Sales, Talent Acquisition, Vendor Management
Education
University at Albany, SUNY 1973 — 1975
Bachelor of Science, Business Administration
Karen Lare's LPL Financial Services Experience 1979 - 2004
Job SVP Brokerage at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed May 2010 - Present
Karen Forslund Lare Consulting 2009 - May 2010
WaMu Investments 2007 - 2009
WM Financial Services 2005 - 2007
LPL Financial Services 1979 - 2004
Skills
Financial Services, Asset Managment, Management, Securities, Strategy, Strategic Financial..., Brokers, Mutual Funds
Education
University of California, San Diego 1977 — 1979
Biology
Waddell & Reed May 2010 - Present
Karen Forslund Lare Consulting 2009 - May 2010
WaMu Investments 2007 - 2009
WM Financial Services 2005 - 2007
LPL Financial Services 1979 - 2004
Skills
Financial Services, Asset Managment, Management, Securities, Strategy, Strategic Financial..., Brokers, Mutual Funds
Education
University of California, San Diego 1977 — 1979
Biology
Rhiannon McCallister's LPL Financial Services Experience July 2004 - December 2009
Job Branch Examiner at LPL Financial
Industry Financial Services
Experience
LPL Financial December 2009 - Present
LPL Financial Services July 2004 - December 2009
Education
San Diego State University-California State University 2006 — 2008
BS, Financial Services
LPL Financial December 2009 - Present
LPL Financial Services July 2004 - December 2009
Education
San Diego State University-California State University 2006 — 2008
BS, Financial Services
Maureen Myers's LPL Financial Services Experience December 2000 - January 2013
Job Sr. Project Manager at Arch Health Partners
Industry Financial Services
Experience
Arch Health Partners January 2013 - Present
LPL Financial Services December 2000 - January 2013
The San Diego Union-Tribune February 1999 - December 2000
KTLA April 1996 - January 1998
Skills
Project Management, Network Management, Organizational..., Financial Services, Customer Service, Technical Leadership
Education
San Diego State University-California State University
Bachelor's degree, Psychology
Arch Health Partners January 2013 - Present
LPL Financial Services December 2000 - January 2013
The San Diego Union-Tribune February 1999 - December 2000
KTLA April 1996 - January 1998
Skills
Project Management, Network Management, Organizational..., Financial Services, Customer Service, Technical Leadership
Education
San Diego State University-California State University
Bachelor's degree, Psychology
Bridget Jones's LPL Financial Services Experience February 2012 - Present
Job LPL Admin in a box at Young VA Outsourcing Services
Industry Financial Services
Experience
LPL Financial Services February 2012 - Present
Young VA Outsourcing Services January 2003 - Present
Elite Advisor Group, Inc January 2009 - August 2010
Warren Financial Group inc August 1999 - July 2009
Warren Financial Group, Inc January 1999 - January 2009
Royal Alliance Associates 1999 - 2009
Dealers Services January 1995 - January 1998
The Overland Park State Bank/ United Missouri Bank Securities Clerk and Mutual Funds January 1985 - January 1993
Skills
Database Admin, Client Database, Cost Basis, Cost Basis Reporting, Compliance, Trading, Sage CRM, Redtail CRM, wealthvision, Branchnet, Financial Planing..., Microsoft Office 2007, Pershing NetExchange 360, Crystal Reports, Satellite Adminstration, BONY, Depositories, Client Representation, Strategic Financial..., Investments, Investment Advisory
Education
Southeast Sr. High 1976 — 1980
Kansas City School of Technology
University of Central Missouri
LPL Financial Services February 2012 - Present
Young VA Outsourcing Services January 2003 - Present
Elite Advisor Group, Inc January 2009 - August 2010
Warren Financial Group inc August 1999 - July 2009
Warren Financial Group, Inc January 1999 - January 2009
Royal Alliance Associates 1999 - 2009
Dealers Services January 1995 - January 1998
The Overland Park State Bank/ United Missouri Bank Securities Clerk and Mutual Funds January 1985 - January 1993
Skills
Database Admin, Client Database, Cost Basis, Cost Basis Reporting, Compliance, Trading, Sage CRM, Redtail CRM, wealthvision, Branchnet, Financial Planing..., Microsoft Office 2007, Pershing NetExchange 360, Crystal Reports, Satellite Adminstration, BONY, Depositories, Client Representation, Strategic Financial..., Investments, Investment Advisory
Education
Southeast Sr. High 1976 — 1980
Kansas City School of Technology
University of Central Missouri
Scott McCartney's LPL Financial Services Experience June 2002 - September 2003
Job Sr. QA Engineer at SKF
Industry Computer Software
Experience
SKF April 2013 - Present
Symitar July 2011 - April 2013
CoreLogic 2010 - June 2011
Mitchell1 October 2009 - September 2010
RoyaltyShare November 2008 - September 2009
CYMER August 2007 - October 2008
CLARITAS/INTEGRAS November 2003 - August 2007
LPL FINANCIAL SERVICES June 2002 - September 2003
Skills
Quality Assurance, Quicktest Pro, QTP, Test Automation, VBScript, Ruby, Perl, Quality Center, CTFL, HP Quality Center, Manual Testing, Test Cases
Education
Coleman University 1997 — 1998
Bachelor of Science (BS)
UCSD 1991 — 1994
Bachelor of Arts (BA)
SKF April 2013 - Present
Symitar July 2011 - April 2013
CoreLogic 2010 - June 2011
Mitchell1 October 2009 - September 2010
RoyaltyShare November 2008 - September 2009
CYMER August 2007 - October 2008
CLARITAS/INTEGRAS November 2003 - August 2007
LPL FINANCIAL SERVICES June 2002 - September 2003
Skills
Quality Assurance, Quicktest Pro, QTP, Test Automation, VBScript, Ruby, Perl, Quality Center, CTFL, HP Quality Center, Manual Testing, Test Cases
Education
Coleman University 1997 — 1998
Bachelor of Science (BS)
UCSD 1991 — 1994
Bachelor of Arts (BA)
Thomas Seeburger's LPL Financial Services Experience January 1999 - Present
Job Senior Vice President at LPL Finanical
Industry Financial Services
Experience
LPL Finanical January 2010 - Present
LPL Financial Services January 1999 - Present
Skills
Series 7, Broker-Dealer, Series 24, Series 63, FINRA, Series 27, Financial Services, Mutual Funds, Securities, Wealth Management, Risk Management, Investments, Investment Advisory, Asset Management, Retirement Planning, Alternative Investments
Education
State University of New York College at Oneonta 1983 — 1987
Bachelors, Communications/Business
LPL Finanical January 2010 - Present
LPL Financial Services January 1999 - Present
Skills
Series 7, Broker-Dealer, Series 24, Series 63, FINRA, Series 27, Financial Services, Mutual Funds, Securities, Wealth Management, Risk Management, Investments, Investment Advisory, Asset Management, Retirement Planning, Alternative Investments
Education
State University of New York College at Oneonta 1983 — 1987
Bachelors, Communications/Business
J Lindeman's LPL Financial Services Experience 2000 - 2005
Job Office Manager at CWF
Industry Textiles
Experience
CWF October 2005 - Present
lpl financial services 2000 - 2005
Skills
Microsoft Excel, Budgets, Customer Service, Microsoft Word, PowerPoint, Microsoft Office, Negotiation, Team Building, Business Strategy, Change Management, Accounts Receivable, Account Reconciliation
Education
Princess Anne High School 1980 — 1983
Diploma, General
Tidewater Community College
CWF October 2005 - Present
lpl financial services 2000 - 2005
Skills
Microsoft Excel, Budgets, Customer Service, Microsoft Word, PowerPoint, Microsoft Office, Negotiation, Team Building, Business Strategy, Change Management, Accounts Receivable, Account Reconciliation
Education
Princess Anne High School 1980 — 1983
Diploma, General
Tidewater Community College
Sharon Drake's LPL Financial Services Experience February 2007 - August 2010
Job Financial Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2012 - Present
LPL Financial Services February 2007 - August 2010
TIAA-CREF June 2005 - February 2007
Vanguard April 2000 - September 2004
Vanguard November 1998 - April 2000
United States Army Reserves December 1984 - December 1991
Skills
Pensions, Defined Benefit, Retirement Planning, Financial Planning, Retirement, Insurance Planning, Alternative Investments, Asset Management, Market Analysis, Strategic Planning, Customer Relations, Compliance, Client Acquisition, 401k, Wealth Management, Investments, Asset Allocation, Strategic Financial..., Mutual Funds, Fixed Annuities
Education
University of Phoenix 2008 — 2010
MBA, Business Adminstration
Johnson C. Smith University 1983 — 1987
Bachelors of Science, Business Administration
Principal Financial Group June 2012 - Present
LPL Financial Services February 2007 - August 2010
TIAA-CREF June 2005 - February 2007
Vanguard April 2000 - September 2004
Vanguard November 1998 - April 2000
United States Army Reserves December 1984 - December 1991
Skills
Pensions, Defined Benefit, Retirement Planning, Financial Planning, Retirement, Insurance Planning, Alternative Investments, Asset Management, Market Analysis, Strategic Planning, Customer Relations, Compliance, Client Acquisition, 401k, Wealth Management, Investments, Asset Allocation, Strategic Financial..., Mutual Funds, Fixed Annuities
Education
University of Phoenix 2008 — 2010
MBA, Business Adminstration
Johnson C. Smith University 1983 — 1987
Bachelors of Science, Business Administration
Christi Strange's LPL Financial Services Experience July 2000 - December 2009
Job Office Manager at Dr. Bradley Axline M.D., ObGyn
Industry Events Services
Experience
Dr. Bradley Axline M.D., ObGyn March 2014 - Present
Royal Affairs Ballroom January 2010 - April 2013
LPL Financial Services July 2000 - December 2009
Skills
Event Management, Customer Service, Client Counseling, Goal-oriented..., Marketing Communications, Social Media, Marketing, Business Strategy, Strategic Planning, Social Media Marketing, Business Development, Sales Management, Public Speaking, Sales, Team Building, Social Networking, Data Entry, Management, Microsoft Office, Leadership
Education
University of North Texas 1996 — 1998
Master of Education, Counseling and Human Development
University of North Texas 1990 — 1995
Bachelor of Science, Counseling and Human Development
Dr. Bradley Axline M.D., ObGyn March 2014 - Present
Royal Affairs Ballroom January 2010 - April 2013
LPL Financial Services July 2000 - December 2009
Skills
Event Management, Customer Service, Client Counseling, Goal-oriented..., Marketing Communications, Social Media, Marketing, Business Strategy, Strategic Planning, Social Media Marketing, Business Development, Sales Management, Public Speaking, Sales, Team Building, Social Networking, Data Entry, Management, Microsoft Office, Leadership
Education
University of North Texas 1996 — 1998
Master of Education, Counseling and Human Development
University of North Texas 1990 — 1995
Bachelor of Science, Counseling and Human Development
Mark Elmore's LPL Financial Services Experience 1995 - 1997
Job Chairman at Nathan Hale Capital LLC
Industry Financial Services
Experience
Nathan Hale Capital LLC February 2014 - Present
Tahoe Fixed Income LLC April 2003 - Present
LPL Financial Services 1995 - 1997
Mark Twain Bank 1991 - 1995
Skills
Fixed Income, Non-Agency RMBS Trader, Bloomberg, Bonds, Series 7, Series 63, Securities, Capital Markets
Education
Southern Illinois University, Edwardsville 1988 — 1991
Bachelor of Science (B.S.), Business/Managerial Economics
Nathan Hale Capital LLC February 2014 - Present
Tahoe Fixed Income LLC April 2003 - Present
LPL Financial Services 1995 - 1997
Mark Twain Bank 1991 - 1995
Skills
Fixed Income, Non-Agency RMBS Trader, Bloomberg, Bonds, Series 7, Series 63, Securities, Capital Markets
Education
Southern Illinois University, Edwardsville 1988 — 1991
Bachelor of Science (B.S.), Business/Managerial Economics
Andrew Tischer's LPL Financial Services Experience 2003 - 2006
Job Managing Partner Tudor McLeod Asset Management
Industry Real Estate
Experience
Tudor McLeod Asset Management 2011 - Present
Magellan Financial 2006 - 2011
LPL Financial Services 2003 - 2006
Citigroup Global Markets / Smith Barney 2000 - 2003
Education
University of Delaware 1988 — 1992
B.A.
Tudor McLeod Asset Management 2011 - Present
Magellan Financial 2006 - 2011
LPL Financial Services 2003 - 2006
Citigroup Global Markets / Smith Barney 2000 - 2003
Education
University of Delaware 1988 — 1992
B.A.
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY