LPL Finanical
Industry: Financial services company
DescriptionLPL Financial LLC is the largest independent broker-dealer in the United States. As of 2017 the company had more than 15,000 financial advisors, over $615 billion in advisory & brokerage assets, and generated approximately $4.2 billion in annual revenue for the 2017 fiscal year. Customer service: 1 (800) 877-7210 Headquarters: Boston, MA CEO: Dan Arnold (Jan 2017–) Parent organization: LPL Financial Holdings Inc
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LPL Finanical Employees
Employee
Years
Job
Industry
Jessenia Benavides Jessenia Benavides's LPL Finanical Experience May 2013 - November 2013
Job Purchasing Coordinator at Event Network, Inc.
Industry Retail
Experience
Event Network, Inc. October 2014 - Present
Event Network, Inc. July 2014 - October 2014
West Health Institute January 2014 - June 2014
LPL Finanical May 2013 - November 2013
Thomas Law Group, P.C. June 2012 - February 2013
Skills
Microsoft Office, Microsoft Word, Accounting, Financial Statements, PowerPoint, Customer Service, Spreadsheets, Account Management, Financial Accounting, Microsoft Excel, Accounts Receivable, Accounts Payable, Access, Data Entry, Tax, Bank Reconciliation, Outlook, QuickBooks, Office Management, Forecasting, Budgets, Microsoft Applications, Microsoft Platform, Financial Analysis, Teamwork, Supervisory Skills, Account Reconciliation, Corporate Actions, Time Management, Finance, Bookkeeping, Cash Flow, Trust Services, Expenses, Financial Reporting, General Ledger, BranchNet, Accounting Applications, Invoicing, Data Governance, Dynamics NAV
Education
University of Phoenix 2013 — 2015
Bachelor of Arts (BA), Business Administration; Accounting
MiraCosta College 2010 — 2012
Associate of Arts (AA), Business Administration; Accounting
Event Network, Inc. October 2014 - Present
Event Network, Inc. July 2014 - October 2014
West Health Institute January 2014 - June 2014
LPL Finanical May 2013 - November 2013
Thomas Law Group, P.C. June 2012 - February 2013
Skills
Microsoft Office, Microsoft Word, Accounting, Financial Statements, PowerPoint, Customer Service, Spreadsheets, Account Management, Financial Accounting, Microsoft Excel, Accounts Receivable, Accounts Payable, Access, Data Entry, Tax, Bank Reconciliation, Outlook, QuickBooks, Office Management, Forecasting, Budgets, Microsoft Applications, Microsoft Platform, Financial Analysis, Teamwork, Supervisory Skills, Account Reconciliation, Corporate Actions, Time Management, Finance, Bookkeeping, Cash Flow, Trust Services, Expenses, Financial Reporting, General Ledger, BranchNet, Accounting Applications, Invoicing, Data Governance, Dynamics NAV
Education
University of Phoenix 2013 — 2015
Bachelor of Arts (BA), Business Administration; Accounting
MiraCosta College 2010 — 2012
Associate of Arts (AA), Business Administration; Accounting
Rob Musante ChFC®, CRFA® Rob Musante ChFC®, CRFA®'s LPL Finanical Experience November 2009 - Present
Job Owner at Tribune Wealth Management
Industry Financial Services
Experience
LPL November 2009 - Present
LPL Finanical November 2009 - Present
Transamerica Financial Advisors, Inc. June 2000 - November 2009
Skills
SEP IRA, Retirement Planning, Financial Analysis, Series 7, Series 63, Series 24, Long Term Care Insurance, Disability Insurance, Series 65, 401k Rollovers, Wealth Management, Certified Retirment..., IRAs, Securities
Education
The University of North Dakota
LPL November 2009 - Present
LPL Finanical November 2009 - Present
Transamerica Financial Advisors, Inc. June 2000 - November 2009
Skills
SEP IRA, Retirement Planning, Financial Analysis, Series 7, Series 63, Series 24, Long Term Care Insurance, Disability Insurance, Series 65, 401k Rollovers, Wealth Management, Certified Retirment..., IRAs, Securities
Education
The University of North Dakota
Alisha Brantley Alisha Brantley's LPL Finanical Experience January 2010 - October 2013
Job Order Management Specialist at Time Warner Cable Business Class
Industry Telecommunications
Experience
Time Warner Cable Business Class July 2015 - Present
LPL Finanical January 2010 - October 2013
Wachovia September 2007 - January 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Photoshop, Public Speaking, Sales, Marketing
Education
DeVry University 2012 — 2014
Bachelor's degree, Technical Mangagement
York Technical College 2001 — 2003
Associate's degree, Business Administration and Management, General
Time Warner Cable Business Class July 2015 - Present
LPL Finanical January 2010 - October 2013
Wachovia September 2007 - January 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Photoshop, Public Speaking, Sales, Marketing
Education
DeVry University 2012 — 2014
Bachelor's degree, Technical Mangagement
York Technical College 2001 — 2003
Associate's degree, Business Administration and Management, General
Sashi Balijepalli's LPL Finanical Experience February 2014 - November 2014
Job Sr.ETL Developer at Walt Disney Parks and Resorts
Industry Information Technology and Services
Experience
Walt Disney World November 2014 - Present
LPL Finanical February 2014 - November 2014
JPMorgan Chase October 2011 - March 2014
Nationwide Financial August 2008 - October 2011
Skills
Informatica, Unix Shell Scripting, Web Services, Unix, Performance Tuning, PL/SQL, Oracle, ETL, Data Warehousing, Linux, Solution Architecture, Scrum, Teradata, Microsoft SQL Server, XSLT, Business Objects, Agile Methodologies, XML, Data Modeling, Shell Scripting
Education
Ball State University 2005 — 2007
Master's degree, Computer Science, 3.53
Jawaharlal Nehru Technological University 2000 — 2004
B'Tech, Computer Science, 3.5
Walt Disney World November 2014 - Present
LPL Finanical February 2014 - November 2014
JPMorgan Chase October 2011 - March 2014
Nationwide Financial August 2008 - October 2011
Skills
Informatica, Unix Shell Scripting, Web Services, Unix, Performance Tuning, PL/SQL, Oracle, ETL, Data Warehousing, Linux, Solution Architecture, Scrum, Teradata, Microsoft SQL Server, XSLT, Business Objects, Agile Methodologies, XML, Data Modeling, Shell Scripting
Education
Ball State University 2005 — 2007
Master's degree, Computer Science, 3.53
Jawaharlal Nehru Technological University 2000 — 2004
B'Tech, Computer Science, 3.5
Jack Banker's LPL Finanical Experience December 2013 - March 2014
Job Commercial Financial Associate at Bank of Cardiff
Industry Financial Services
Experience
Bank of Cardiff April 2015 - Present
Team Apps, LLC December 2013 - Present
LPL Finanical December 2013 - March 2014
Banker Investment Group May 2011 - September 2013
Global Securities Group August 2012 - November 2012
Casa de los Niños January 2012 - May 2012
Banker Investment Group 2009 - 2012
University of Arizona Athletics 2008 - 2011
Skills
Data Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Spanish, Customer Service, Microsoft Word, Time Management, Investments
Education
University of Arizona 2008 — 2012
Bachelors of Science, Major: Finance Minor: Sociology
Universidad de Belgrano 2011 — 2011
Spanish Language and Literature
West Lafayette High School 2004 — 2008
Core 40
Bank of Cardiff April 2015 - Present
Team Apps, LLC December 2013 - Present
LPL Finanical December 2013 - March 2014
Banker Investment Group May 2011 - September 2013
Global Securities Group August 2012 - November 2012
Casa de los Niños January 2012 - May 2012
Banker Investment Group 2009 - 2012
University of Arizona Athletics 2008 - 2011
Skills
Data Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Spanish, Customer Service, Microsoft Word, Time Management, Investments
Education
University of Arizona 2008 — 2012
Bachelors of Science, Major: Finance Minor: Sociology
Universidad de Belgrano 2011 — 2011
Spanish Language and Literature
West Lafayette High School 2004 — 2008
Core 40
Thomas E Meade Thomas E Meade's LPL Finanical Experience January 2006 - Present
Job President of Westfield Retirement Services
Industry Financial Services
Experience
Westfield Retirement Services February 2009 - Present
LPL Finanical January 2006 - Present
Skills
Insurance, Series 7, Series 63, Strategic Planning, Mutual Funds, Fixed Income, Retirement Plan..., Financial Markets, Financial Services, Investment Strategies, Wealth Management, Investments
Education
Fordham University
Bachelor of Arts (B.A.), Economics
Fairleigh Dickinson University
Financial Planning Certificate
Wagner College
Master of Business Administration (MBA), Economics
Chaminade, Mineola, NY
Westfield Retirement Services February 2009 - Present
LPL Finanical January 2006 - Present
Skills
Insurance, Series 7, Series 63, Strategic Planning, Mutual Funds, Fixed Income, Retirement Plan..., Financial Markets, Financial Services, Investment Strategies, Wealth Management, Investments
Education
Fordham University
Bachelor of Arts (B.A.), Economics
Fairleigh Dickinson University
Financial Planning Certificate
Wagner College
Master of Business Administration (MBA), Economics
Chaminade, Mineola, NY
Jianfeng Jeff Zhang Jianfeng Jeff Zhang's LPL Finanical Experience August 2015 - Present
Job VP Technology GRC at LPL Finanical
Industry Financial Services
Experience
LPL Finanical August 2015 - Present
Bank of America - Enterprise Compliance Technology May 2014 - August 2015
Bank of America - Banking Center & ATM Technology January 2010 - April 2014
Bank of America - Global Portfolio Strategies March 2009 - September 2009
Bank of America - Enterprise Credit Risk September 2007 - March 2009
Bank of America - Risk Technology April 2006 - September 2007
Bank of America - Performance Measurement Recognition & Rewards May 2004 - April 2006
Technologies Edge Inc. December 2002 - May 2004
Skills
Analytics, Risk Management, Business Intelligence, Credit Risk, Banking, Financial Risk, Strategy, SDLC, Enterprise Software, Management, Consulting, Forecasting, SAS, Portfolio Management, Integration, Data Warehousing, Oracle, Credit, Financial Analysis, Data Mining, Business Analysis, Financial Modeling, Market Risk, SQL, PL/SQL, T-SQL, Java, VB.NET, SSRS, SSIS, SSAS 2008, Actuate Reporting, Matlab, PHP, Perl, Microsoft SQL Server, Teradata, DB2, QRM, Toad, WSAD, Tableau, Agile & Waterfall..., MVC Architecture, Unix, ClearCase, Visual Studio, XML, Hibernate, Business Objects
Education
San Diego State University-California State University 2001 — 2003
Master of Science (M.S.), Computer Sciences
University of Missouri-Columbia 1999 — 2001
Master of Arts (M.A.), Economics
Nanjing Agricultural University 1989 — 1993
Bachelor of Arts (B.A.), Finance & Banking
LPL Finanical August 2015 - Present
Bank of America - Enterprise Compliance Technology May 2014 - August 2015
Bank of America - Banking Center & ATM Technology January 2010 - April 2014
Bank of America - Global Portfolio Strategies March 2009 - September 2009
Bank of America - Enterprise Credit Risk September 2007 - March 2009
Bank of America - Risk Technology April 2006 - September 2007
Bank of America - Performance Measurement Recognition & Rewards May 2004 - April 2006
Technologies Edge Inc. December 2002 - May 2004
Skills
Analytics, Risk Management, Business Intelligence, Credit Risk, Banking, Financial Risk, Strategy, SDLC, Enterprise Software, Management, Consulting, Forecasting, SAS, Portfolio Management, Integration, Data Warehousing, Oracle, Credit, Financial Analysis, Data Mining, Business Analysis, Financial Modeling, Market Risk, SQL, PL/SQL, T-SQL, Java, VB.NET, SSRS, SSIS, SSAS 2008, Actuate Reporting, Matlab, PHP, Perl, Microsoft SQL Server, Teradata, DB2, QRM, Toad, WSAD, Tableau, Agile & Waterfall..., MVC Architecture, Unix, ClearCase, Visual Studio, XML, Hibernate, Business Objects
Education
San Diego State University-California State University 2001 — 2003
Master of Science (M.S.), Computer Sciences
University of Missouri-Columbia 1999 — 2001
Master of Arts (M.A.), Economics
Nanjing Agricultural University 1989 — 1993
Bachelor of Arts (B.A.), Finance & Banking
David B. Short David B. Short's LPL Finanical Experience October 2005 - June 2012
Job Managing Partner, Financial Advisor at Investments & Financial Planning, LLC
Industry Financial Services
Experience
Investments & Financial Planning, LLC June 2012 - Present
WFG Investments, Inc. June 2012 - Present
LPL Finanical October 2005 - June 2012
Jefferson Pilot Financial April 2002 - October 2005
Skills
Comprehensive Planning, Debt Management, College Education..., Estate Planning, General Financial..., Investment Planning, Retirement Planning, Social Security Planning, Medicare Planning, Long Term Care Insurance, Life Insurance, Disability Insurance, Health Insurance, Medicare Supplements, Securities, Mutual Funds, Exchange Traded Funds, IRA Rollovers, Roth IRA, Education Savings..., 529 Plans, Investments, IRAs, Financial Planners, Retirement, Finance, Employee Benefits, Fixed Annuities, 401k, Series 7, Investment Advisory, Series 63, Wealth Management, Financial Advisory, Financial Goals
Education
Institute of Business & Finance 2010 — 2011
MSFS, Master of Science in Financial Services
The American College
Certificate in Financial Planning, CFP® Certification Curriculum
University of Pikeville 1998 — 2001
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Investments & Financial Planning, LLC June 2012 - Present
WFG Investments, Inc. June 2012 - Present
LPL Finanical October 2005 - June 2012
Jefferson Pilot Financial April 2002 - October 2005
Skills
Comprehensive Planning, Debt Management, College Education..., Estate Planning, General Financial..., Investment Planning, Retirement Planning, Social Security Planning, Medicare Planning, Long Term Care Insurance, Life Insurance, Disability Insurance, Health Insurance, Medicare Supplements, Securities, Mutual Funds, Exchange Traded Funds, IRA Rollovers, Roth IRA, Education Savings..., 529 Plans, Investments, IRAs, Financial Planners, Retirement, Finance, Employee Benefits, Fixed Annuities, 401k, Series 7, Investment Advisory, Series 63, Wealth Management, Financial Advisory, Financial Goals
Education
Institute of Business & Finance 2010 — 2011
MSFS, Master of Science in Financial Services
The American College
Certificate in Financial Planning, CFP® Certification Curriculum
University of Pikeville 1998 — 2001
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Barry Toole Barry Toole's LPL Finanical Experience November 2007 - December 2010
Job Financial Services Professional
Industry Financial Services
Experience
Independent Financial Partners December 2010 - November 2012
LPL Finanical November 2007 - December 2010
Invest Financial August 2006 - November 2007
Signal Securities, Inc. January 2006 - August 2006
GunnAllen Financial May 2003 - August 2005
Signal Securities, Inc. April 2002 - May 2003
E*TRADE Financial August 2001 - April 2002
Southwest Securities April 2000 - August 2001
TD Ameritrade February 1999 - March 2000
Skills
FINRA, Series 7, Investment Advisory, 401k, Series 63, Strategic Financial..., Securities, Asset Management, Retirement Planning, Financial Advisory, Financial Planning, Financial Services, Wealth Management, Finance, Retirement, Equities, Mutual Funds
Education
College for Financial Planning 2011 — 2014
Master of Science (MS), Finance
The University of Texas at Austin 1995 — 1997
Bachelor of Science (BS), Communications
Tarrant County College 1993 — 1995
Virginia Military Institute 1993 — 1993
Independent Financial Partners December 2010 - November 2012
LPL Finanical November 2007 - December 2010
Invest Financial August 2006 - November 2007
Signal Securities, Inc. January 2006 - August 2006
GunnAllen Financial May 2003 - August 2005
Signal Securities, Inc. April 2002 - May 2003
E*TRADE Financial August 2001 - April 2002
Southwest Securities April 2000 - August 2001
TD Ameritrade February 1999 - March 2000
Skills
FINRA, Series 7, Investment Advisory, 401k, Series 63, Strategic Financial..., Securities, Asset Management, Retirement Planning, Financial Advisory, Financial Planning, Financial Services, Wealth Management, Finance, Retirement, Equities, Mutual Funds
Education
College for Financial Planning 2011 — 2014
Master of Science (MS), Finance
The University of Texas at Austin 1995 — 1997
Bachelor of Science (BS), Communications
Tarrant County College 1993 — 1995
Virginia Military Institute 1993 — 1993
Sonya Nolan, CFP® Sonya Nolan, CFP®'s LPL Finanical Experience January 2014 - Present
Job Assistant Vice President, HighNetWorth Consulting at LPL Financial
Industry Financial Services
Experience
LPL Finanical January 2014 - Present
Commonwealth Financial Network July 2013 - January 2014
Georgetown University's McDonough School of Business August 2011 - May 2013
Merrill Lynch June 2012 - August 2012
The Gensler Group January 2007 - June 2011
Bill Westcott's Office Inc. October 2005 - December 2006
Skills
Financial Planning, Asset Management, Microsoft Office, Asset Allocation, Securities, Compliance, Strategic Financial..., Asset Managment, Series 7, Due Diligence, Equities, Leadership, Project Management, Cross-functional..., CRM, Financial Modeling, Financial Analysis, Fixed Income, Valuation, Risk Management, Investments, Trading
Education
Georgetown University - The McDonough School of Business 2011 — 2013
MBA, MBA
Boston University 2009 — 2010
Certificate in Financial Planning
University of Arizona 2003 — 2006
Bachelor of Arts, Psychology and Spanish Linguistics, Magna Cum Laude
LPL Finanical January 2014 - Present
Commonwealth Financial Network July 2013 - January 2014
Georgetown University's McDonough School of Business August 2011 - May 2013
Merrill Lynch June 2012 - August 2012
The Gensler Group January 2007 - June 2011
Bill Westcott's Office Inc. October 2005 - December 2006
Skills
Financial Planning, Asset Management, Microsoft Office, Asset Allocation, Securities, Compliance, Strategic Financial..., Asset Managment, Series 7, Due Diligence, Equities, Leadership, Project Management, Cross-functional..., CRM, Financial Modeling, Financial Analysis, Fixed Income, Valuation, Risk Management, Investments, Trading
Education
Georgetown University - The McDonough School of Business 2011 — 2013
MBA, MBA
Boston University 2009 — 2010
Certificate in Financial Planning
University of Arizona 2003 — 2006
Bachelor of Arts, Psychology and Spanish Linguistics, Magna Cum Laude
Daniel Seltzer, CFP®, MSFP Daniel Seltzer, CFP®, MSFP's LPL Finanical Experience October 2011 - February 2012
Job Financial Engineer at U.S. Wealth Management of South Texas
Industry Financial Services
Experience
U.S. Wealth Management of South Texas January 2012 - Present
LPL Finanical October 2011 - February 2012
Seltzer Financial Services October 2010 - November 2011
Owl Nite Security, Inc. June 2007 - December 2010
45th Infantry Division May 2006 - April 2009
82nd Airborne Division February 2003 - April 2006
Education
Bentley University 2010 — 2011
Master Of Science In Financial Planning, Financial Planning, 3.9
Oklahoma State University 2007 — 2010
Bachelor of Science in Business Administration, Finance, 3.7
U.S. Wealth Management of South Texas January 2012 - Present
LPL Finanical October 2011 - February 2012
Seltzer Financial Services October 2010 - November 2011
Owl Nite Security, Inc. June 2007 - December 2010
45th Infantry Division May 2006 - April 2009
82nd Airborne Division February 2003 - April 2006
Education
Bentley University 2010 — 2011
Master Of Science In Financial Planning, Financial Planning, 3.9
Oklahoma State University 2007 — 2010
Bachelor of Science in Business Administration, Finance, 3.7
Ben Bouman CFWE Ben Bouman CFWE's LPL Finanical Experience January 2010 - July 2013
Job Investment Advisor Representative at Cetera Advisors, LLC
Industry Investment Management
Experience
Cetera Advisors LLC August 2013 - Present
LPL Finanical January 2010 - July 2013
Universal Special Auto Finance February 2007 - October 2008
Jobing.com 2004 - 2006
Skills
Series 7, Sales, Investments, Sales Management, Mutual Funds, Strategic Planning, Asset Allocation, IRAs, Uniform Combined State..., Retirement Planning, Business Development, Leadership, 401k Rollovers, Variable Annuities, New Business Development, Marketing, Retirement Plan..., Long Term Care Insurance, ETFs, Qualified Retirement..., Life Insurance, Indexed Annuities, Series 66, Stocks, REIT, BDCs
Education
The University of New Mexico 1992 — 1998
Cetera Advisors LLC August 2013 - Present
LPL Finanical January 2010 - July 2013
Universal Special Auto Finance February 2007 - October 2008
Jobing.com 2004 - 2006
Skills
Series 7, Sales, Investments, Sales Management, Mutual Funds, Strategic Planning, Asset Allocation, IRAs, Uniform Combined State..., Retirement Planning, Business Development, Leadership, 401k Rollovers, Variable Annuities, New Business Development, Marketing, Retirement Plan..., Long Term Care Insurance, ETFs, Qualified Retirement..., Life Insurance, Indexed Annuities, Series 66, Stocks, REIT, BDCs
Education
The University of New Mexico 1992 — 1998
Katelyn Robinson Katelyn Robinson's LPL Finanical Experience May 2011 - December 2011
Job Account Executive at ePlus
Industry Financial Services
Experience
ePlus April 2013 - Present
Carahsoft Technology Corp. April 2012 - March 2013
LPL Finanical May 2011 - December 2011
Skills
Salesforce.com, Lead Generation, Sales Process, Business Development, Marketing, Account Management, Solution Selling, SaaS, Finance, Microsoft Excel, Management, Social Media, Leadership, Event Planning, PowerPoint, Sales
Education
University of North Carolina at Chapel Hill 2009 — 2011
Bachelor of Science (B.S.), Economics, Second Major
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
Bachelor of Science, Business Administration, Emphasis in Corporate Finance
College of Charleston 2007 — 2009
Bachelor of Science, Business Administration, Economics and Accounting
ePlus April 2013 - Present
Carahsoft Technology Corp. April 2012 - March 2013
LPL Finanical May 2011 - December 2011
Skills
Salesforce.com, Lead Generation, Sales Process, Business Development, Marketing, Account Management, Solution Selling, SaaS, Finance, Microsoft Excel, Management, Social Media, Leadership, Event Planning, PowerPoint, Sales
Education
University of North Carolina at Chapel Hill 2009 — 2011
Bachelor of Science (B.S.), Economics, Second Major
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
Bachelor of Science, Business Administration, Emphasis in Corporate Finance
College of Charleston 2007 — 2009
Bachelor of Science, Business Administration, Economics and Accounting
Jawaan O'Kelly Jawaan O'Kelly's LPL Finanical Experience August 2013 - February 2015
Job Operations Specialist at LPL Financial
Industry Insurance
Experience
LPL Financial June 2015 - Present
LPL Finanical August 2013 - February 2015
Wells Fargo Advisors December 2012 - April 2013
Wells Fargo Insurance Services 2002 - 2012
Food Lion December 1999 - July 2002
Skills
Microsoft Excel, Microsoft Word, Troubleshooting, Data Entry, 10 Key, Lotus Notes, G2, Microsoft Exchange, PowerPoint, Fast Learner, UPS Shipping, Rumba, Workflow, Training
Education
Johnson C. Smith University - JCSU 1998 — 1999
LPL Financial June 2015 - Present
LPL Finanical August 2013 - February 2015
Wells Fargo Advisors December 2012 - April 2013
Wells Fargo Insurance Services 2002 - 2012
Food Lion December 1999 - July 2002
Skills
Microsoft Excel, Microsoft Word, Troubleshooting, Data Entry, 10 Key, Lotus Notes, G2, Microsoft Exchange, PowerPoint, Fast Learner, UPS Shipping, Rumba, Workflow, Training
Education
Johnson C. Smith University - JCSU 1998 — 1999
Edgar McAvoy Edgar McAvoy's LPL Finanical Experience January 2015 - Present
Job Investments, Estate Planning and Realtor
Industry Financial Services
Experience
LPL Finanical January 2015 - Present
U.S. Bancorp Investments and Insurance June 2013 - December 2014
Edward Jones January 2011 - May 2013
Heritage Consulting Corporation March 2003 - January 2011
U.S. Army June 1973 - November 2007
Skills
Investments, Financial Analysis, Customer Service, Management, Portfolio Management, Risk Management, Financial Planning, Team Building
Education
Brigham Young University 1973 — 1974
Master of Public Administration (MPA), Health Care Studies and Human Resources
University of Washington 1969 — 1973
Bachelor's degree, Mass Communication/Media Studies
LPL Finanical January 2015 - Present
U.S. Bancorp Investments and Insurance June 2013 - December 2014
Edward Jones January 2011 - May 2013
Heritage Consulting Corporation March 2003 - January 2011
U.S. Army June 1973 - November 2007
Skills
Investments, Financial Analysis, Customer Service, Management, Portfolio Management, Risk Management, Financial Planning, Team Building
Education
Brigham Young University 1973 — 1974
Master of Public Administration (MPA), Health Care Studies and Human Resources
University of Washington 1969 — 1973
Bachelor's degree, Mass Communication/Media Studies
Greg Snoor Greg Snoor's LPL Finanical Experience May 2015 - Present
Job Compliance Analyst for LPL Financial
Industry Financial Services
Experience
LPL Finanical May 2015 - Present
Level Four Advisory Services, LLC October 2014 - May 2015
LPL Financial October 2014 - May 2015
JP Morgan Securities, LLC August 2009 - October 2014
Wells Fargo January 2008 - July 2009
Education
Greenville College 2003 — 2007
Bachelor of Science (B.S.)
LPL Finanical May 2015 - Present
Level Four Advisory Services, LLC October 2014 - May 2015
LPL Financial October 2014 - May 2015
JP Morgan Securities, LLC August 2009 - October 2014
Wells Fargo January 2008 - July 2009
Education
Greenville College 2003 — 2007
Bachelor of Science (B.S.)
Paula Kolocotronis's LPL Finanical Experience October 1999 - April 2008
Job Paula Kolocotronis, Regional Compliance Manager at OneAmerica Financial Partners Inc.
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. March 2015 - Present
Executive Financial Group LLC,A General Agency of the companies of OneAmerica April 2008 - February 2015
LPL Finanical October 1999 - April 2008
Kay Jewelers November 1994 - October 1999
Education
Webster University
Bachelor's Degree, Business Management
Missouri State University
International Business
OneAmerica Financial Partners Inc. March 2015 - Present
Executive Financial Group LLC,A General Agency of the companies of OneAmerica April 2008 - February 2015
LPL Finanical October 1999 - April 2008
Kay Jewelers November 1994 - October 1999
Education
Webster University
Bachelor's Degree, Business Management
Missouri State University
International Business
Brooke McIntyre Brooke McIntyre's LPL Finanical Experience September 2013 - Present
Job Associate Analyst Business and Quality Management, LPL Financial
Industry Construction
Experience
LPL Finanical September 2013 - Present
Vanir Construction Management June 2011 - June 2013
RL Mays Construction July 2004 - September 2010
Skills
Proposal Writing, Budgets, Marketing, Business Development, Project Management, Microsoft Word, Public Speaking, Management, Construction, Event Planning, Program Management, PowerPoint, Team Building, Human Resources, Outlook, Strategic Planning, Editing, Contract Negotiation, Social Media, Procurement, Social Media Marketing, Marketing Communications, Consulting, Contract Management, Office Management, Engineering, Conference Coordination, Customer Service, Marketing Strategy, New Business Development, Project Planning, Inspiration, Teamwork, Organization Skills, Singing
Education
Central Michigan University 1996 — 2000
Bachelor of Fine Arts (B.F.A.), Broadcast Journalism
Central Michigan University 1996 — 2000
Bachelor of Fine Arts (BFA), Broadcast Journalism
LPL Finanical September 2013 - Present
Vanir Construction Management June 2011 - June 2013
RL Mays Construction July 2004 - September 2010
Skills
Proposal Writing, Budgets, Marketing, Business Development, Project Management, Microsoft Word, Public Speaking, Management, Construction, Event Planning, Program Management, PowerPoint, Team Building, Human Resources, Outlook, Strategic Planning, Editing, Contract Negotiation, Social Media, Procurement, Social Media Marketing, Marketing Communications, Consulting, Contract Management, Office Management, Engineering, Conference Coordination, Customer Service, Marketing Strategy, New Business Development, Project Planning, Inspiration, Teamwork, Organization Skills, Singing
Education
Central Michigan University 1996 — 2000
Bachelor of Fine Arts (B.F.A.), Broadcast Journalism
Central Michigan University 1996 — 2000
Bachelor of Fine Arts (BFA), Broadcast Journalism
Joseph Eakin Joseph Eakin's LPL Finanical Experience May 2004 - Present
Job Branch Manager at LPL Finanical
Industry Financial Services
Experience
LPL Finanical May 2004 - Present
LPL Finanical May 2004 - Present
UBS April 2001 - May 2004
Skills
Retirement Planning, Wealth Management, Investments, Portfolio Management, Asset Management, Asset Allocation, Finance, Financial Advisory, Financial Risk, Wealth, Investment Strategies
Education
Texas A&M University 1978 — 1983
Bachelor of Business Administration
Mexia High School 1975 — 1978
LPL Finanical May 2004 - Present
LPL Finanical May 2004 - Present
UBS April 2001 - May 2004
Skills
Retirement Planning, Wealth Management, Investments, Portfolio Management, Asset Management, Asset Allocation, Finance, Financial Advisory, Financial Risk, Wealth, Investment Strategies
Education
Texas A&M University 1978 — 1983
Bachelor of Business Administration
Mexia High School 1975 — 1978
Jeremy Gottlieb, MBA, RFP, RFC Jeremy Gottlieb, MBA, RFP, RFC's LPL Finanical Experience December 2011 - Present
Job Financial Planner Gottlieb Wealth Management
Industry Financial Services
Experience
LPL Finanical December 2011 - Present
Skills
Financial Planning, Wealth Management, Retirement Planning, Fixed Annuities, Insurance, Strategic Financial..., Estate Planning, Investment Strategies, Portfolio Management, Asset Allocation, Financial Planners, Financial Services, Retirement, Series 63, Savings, Financial Advisory, Life Insurance, Alternative Investments, Asset Management, Investments, Securities, Mutual Funds, FINRA, 401k, ETFs, Wealth Management..., Pensions, Series 24, Bonds, Wealth, 401k Rollovers, Series 7, Finance, IRAs, Series 65, Uniform Combined State..., Wealth Accumulation, Series 6, Investment Advisory, Investment Management, Variable Annuities, Long-term Care
Education
The Ohio State University Fisher College of Business
MBA, RFP, RFC, Finance
LPL Finanical December 2011 - Present
Skills
Financial Planning, Wealth Management, Retirement Planning, Fixed Annuities, Insurance, Strategic Financial..., Estate Planning, Investment Strategies, Portfolio Management, Asset Allocation, Financial Planners, Financial Services, Retirement, Series 63, Savings, Financial Advisory, Life Insurance, Alternative Investments, Asset Management, Investments, Securities, Mutual Funds, FINRA, 401k, ETFs, Wealth Management..., Pensions, Series 24, Bonds, Wealth, 401k Rollovers, Series 7, Finance, IRAs, Series 65, Uniform Combined State..., Wealth Accumulation, Series 6, Investment Advisory, Investment Management, Variable Annuities, Long-term Care
Education
The Ohio State University Fisher College of Business
MBA, RFP, RFC, Finance
BOBBIE WILEY, MBA BOBBIE WILEY, MBA's LPL Finanical Experience December 2009 - September 2014
Job Data Analyst / Finance / Banking Professional
Industry Financial Services
Experience
LPL Finanical December 2009 - September 2014
Bank of America 2003 - 2007
Bank of America 2003 - 2007
Wachovia Securities 2000 - 2002
Skills
Financial Services, Mutual Funds, Training, Customer Service, Risk Management, Software Documentation, Management, Team Building, Securities, Account Reconciliation, Accounting, Fixed Income, Coaching, Time Management, NC Life and Health..., Investments, Banking, Operations Management, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Financial Risk, Variable Annuities, Fixed Annuities, Siebel
Education
Sperling School of Business 2009 — 2011
Master of Business Administration (MBA), 3.58
University of Phoenix 2007 — 2009
Bachelor of Science in Management, Management, 3.98
University of California, Irvine
Comparative Literature
LPL Finanical December 2009 - September 2014
Bank of America 2003 - 2007
Bank of America 2003 - 2007
Wachovia Securities 2000 - 2002
Skills
Financial Services, Mutual Funds, Training, Customer Service, Risk Management, Software Documentation, Management, Team Building, Securities, Account Reconciliation, Accounting, Fixed Income, Coaching, Time Management, NC Life and Health..., Investments, Banking, Operations Management, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Financial Risk, Variable Annuities, Fixed Annuities, Siebel
Education
Sperling School of Business 2009 — 2011
Master of Business Administration (MBA), 3.58
University of Phoenix 2007 — 2009
Bachelor of Science in Management, Management, 3.98
University of California, Irvine
Comparative Literature
Barbara Briggs Barbara Briggs's LPL Finanical Experience April 2009 - June 2010
Job Realtor at American Associates, Inc. Realtors
Industry Real Estate
Experience
American Associates, Inc. Realtors September 2010 - Present
LPL Finanical April 2009 - June 2010
National City Bank 2006 - 2008
Chase June 1983 - May 2005
Skills
Residential Homes, Foreclosures, HUD, FHA, Land Contracts, Real Estate, Investment Properties, Mortgage Banking, Mortgage Lending, First Time Home Buyers, Investments, Single Family Homes, REO, Referrals, Short Sales, Sellers
Education
Ferris State University
Bachelor's degree, Business Administration and Management, General
Mott Community College
Associate's degree, Business Administration and Management, General
American Associates, Inc. Realtors September 2010 - Present
LPL Finanical April 2009 - June 2010
National City Bank 2006 - 2008
Chase June 1983 - May 2005
Skills
Residential Homes, Foreclosures, HUD, FHA, Land Contracts, Real Estate, Investment Properties, Mortgage Banking, Mortgage Lending, First Time Home Buyers, Investments, Single Family Homes, REO, Referrals, Short Sales, Sellers
Education
Ferris State University
Bachelor's degree, Business Administration and Management, General
Mott Community College
Associate's degree, Business Administration and Management, General
Kim Pearson's LPL Finanical Experience June 2013 - Present
Job Operational Risk Analyst, AVP at Citi
Industry Events Services
Experience
Citi June 2014 - Present
LPL Finanical June 2013 - Present
Innovative Personal Assistant April 2012 - Present
Robert Half/Wells Fargo Bank September 2011 - December 2012
Wachovia 2005 - 2010
Wachovia 2005 - 2010
Wachovia 2005 - 2010
Wachovia 2005 - 2010
Skills
Analysis, Customer Service, Management, Training, Change Management, Banking, Finance, Financial Risk, Recruiting, Risk Management, Leadership, Process Improvement
Education
Strayer University-North Carolina 2013 — 2015
Criminal Justice
Strayer University-North Carolina 2013 — 2015
Criminal Justice
Central Piedmont Community College
Human Resource Management
Citi June 2014 - Present
LPL Finanical June 2013 - Present
Innovative Personal Assistant April 2012 - Present
Robert Half/Wells Fargo Bank September 2011 - December 2012
Wachovia 2005 - 2010
Wachovia 2005 - 2010
Wachovia 2005 - 2010
Wachovia 2005 - 2010
Skills
Analysis, Customer Service, Management, Training, Change Management, Banking, Finance, Financial Risk, Recruiting, Risk Management, Leadership, Process Improvement
Education
Strayer University-North Carolina 2013 — 2015
Criminal Justice
Strayer University-North Carolina 2013 — 2015
Criminal Justice
Central Piedmont Community College
Human Resource Management
Brent Markley Brent Markley's LPL Finanical Experience July 2011 - Present
Job Wealth Advisor
Industry Financial Services
Experience
Stratos Wealth Partners July 2011 - Present
Advantage Wealth Partners July 2011 - Present
LPL Finanical July 2011 - Present
Wells Fargo Advisors August 1991 - May 2011
Wells Fargo Advisors/A.G. Edwards August 1991 - May 2011
AG Edwards 1991 - 2006
Skills
Financial Planning, Asset Management, Wealth Management, Retirement Planning, Asset Allocation, Financial Advisory, Estate Planning, Investments, Portfolio Management, Series 7, Wealth, Insurance, Securities, Investment Advisory, Retirement
Education
Capital University 1978 — 1982
BS, Business Administration & Marketing
Ridgedale high school
Ridgedale high school
Stratos Wealth Partners July 2011 - Present
Advantage Wealth Partners July 2011 - Present
LPL Finanical July 2011 - Present
Wells Fargo Advisors August 1991 - May 2011
Wells Fargo Advisors/A.G. Edwards August 1991 - May 2011
AG Edwards 1991 - 2006
Skills
Financial Planning, Asset Management, Wealth Management, Retirement Planning, Asset Allocation, Financial Advisory, Estate Planning, Investments, Portfolio Management, Series 7, Wealth, Insurance, Securities, Investment Advisory, Retirement
Education
Capital University 1978 — 1982
BS, Business Administration & Marketing
Ridgedale high school
Ridgedale high school
Kimberly Trnavsky Kimberly Trnavsky's LPL Finanical Experience November 1999 - August 2007
Job Client Services Associate at Hartland
Industry Financial Services
Experience
Hartland June 2015 - Present
SII Investments September 2007 - June 2015
LPL Finanical November 1999 - August 2007
Skills
Notary Public, Insurance, Microsoft Office, Office Management, Invoicing, Administrative..., Calendars, Customer Service, Event Planning, Microsoft Excel, Financial Planning, Financial Analysis
Education
Kent State University 1990 — 2005
BS
Hartland June 2015 - Present
SII Investments September 2007 - June 2015
LPL Finanical November 1999 - August 2007
Skills
Notary Public, Insurance, Microsoft Office, Office Management, Invoicing, Administrative..., Calendars, Customer Service, Event Planning, Microsoft Excel, Financial Planning, Financial Analysis
Education
Kent State University 1990 — 2005
BS
Jamie Halverson Jamie Halverson's LPL Finanical Experience February 2015 - Present
Job Supervisory Principal at LPL Finanical
Industry Financial Services
Experience
LPL Finanical February 2015 - Present
Ameriprise Financial May 2010 - February 2015
NEXT Financial Group, Inc June 2007 - December 2009
Farmers Insurance 2006 - 2007
Farmers Insurance 2001 - 2006
Farmers Insurance 1999 - 2001
Farmers Insurance 1997 - 1999
Skills
Series 7, Financial Services, Series 24, Securities, Financial Advisory, Options, Investment Advisory, Relationship Management, Alternative Investments, Trading, Series 4, Series 53, Complex Products...
Education
Cardean University 2003 — 2005
MBA, Business Administration and Management, General
Designations 2003 — 2005
Master of Business Administration (M.B.A.)
Mankato State University 1994 — 1997
B.S, Economics & Marketing
LPL Finanical February 2015 - Present
Ameriprise Financial May 2010 - February 2015
NEXT Financial Group, Inc June 2007 - December 2009
Farmers Insurance 2006 - 2007
Farmers Insurance 2001 - 2006
Farmers Insurance 1999 - 2001
Farmers Insurance 1997 - 1999
Skills
Series 7, Financial Services, Series 24, Securities, Financial Advisory, Options, Investment Advisory, Relationship Management, Alternative Investments, Trading, Series 4, Series 53, Complex Products...
Education
Cardean University 2003 — 2005
MBA, Business Administration and Management, General
Designations 2003 — 2005
Master of Business Administration (M.B.A.)
Mankato State University 1994 — 1997
B.S, Economics & Marketing
Beth Squires Beth Squires's LPL Finanical Experience 1996 - 2000
Job Caregiver at Family
Industry Libraries
John W. Hawekotte III John W. Hawekotte III's LPL Finanical Experience August 2009 - September 2013
Job Controller
Industry Financial Services
Experience
N/A September 2013 - Present
LPL Finanical August 2009 - September 2013
United States Air Force Security Forces November 2005 - August 2009
Cal National Bank March 2005 - November 2005
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Security Clearance, Law Enforcement..., Physical Security, Finance, Military Logistics, Event Planning, PowerPoint, Customer Service, Food Service, Teamwork, Leadership, Analytical Skills, Time Management, Access, Analysis, Risk Management, Training, Insurance, Management, Public Speaking, Social Media, Marketing, Strategic Planning
Education
California State University-Fullerton 2011 — 2013
Bachelor of Business Administration (B.B.A.), Corporate & International Financial Management
Servite
N/A September 2013 - Present
LPL Finanical August 2009 - September 2013
United States Air Force Security Forces November 2005 - August 2009
Cal National Bank March 2005 - November 2005
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Security Clearance, Law Enforcement..., Physical Security, Finance, Military Logistics, Event Planning, PowerPoint, Customer Service, Food Service, Teamwork, Leadership, Analytical Skills, Time Management, Access, Analysis, Risk Management, Training, Insurance, Management, Public Speaking, Social Media, Marketing, Strategic Planning
Education
California State University-Fullerton 2011 — 2013
Bachelor of Business Administration (B.B.A.), Corporate & International Financial Management
Servite
Peter Maggs Peter Maggs's LPL Finanical Experience 2010 - 2011
Job Bar Manager at Town Restaurant
Industry Marketing and Advertising
Experience
Avenir Restaurant Group December 2003 - Present
LPL Finanical 2010 - 2011
Nob Hill Foods 1997 - 2007
Skills
Restaurants, Food & Beverage, Restaurant Management, Menu Development, Wine, Food Service, Fine Dining, Hospitality, Food, Customer Service, Time Management, Training, Marketing Communications, Collaboration, Close Attention to..., Bartending
Education
SJSU 2011 — 2013
B.S., Marketing
College of San Mateo
Associate of Arts (AA), Business Administration, Management and Operations
Avenir Restaurant Group December 2003 - Present
LPL Finanical 2010 - 2011
Nob Hill Foods 1997 - 2007
Skills
Restaurants, Food & Beverage, Restaurant Management, Menu Development, Wine, Food Service, Fine Dining, Hospitality, Food, Customer Service, Time Management, Training, Marketing Communications, Collaboration, Close Attention to..., Bartending
Education
SJSU 2011 — 2013
B.S., Marketing
College of San Mateo
Associate of Arts (AA), Business Administration, Management and Operations
Jennifer Mengyi Tang's LPL Finanical Experience 2013 - Present
Job CPA Candidate
Industry Accounting
Experience
LPL Finanical 2013 - Present
Light Tower Investments, Inc. April 2012 - June 2012
Tasty Management, Inc. June 2011 - April 2012
Industrial and Commercial Bank of China December 2011 - January 2012
Family Jewelry Business September 2005 - April 2009
Skills
U.S. GAAP and IFRS, Professional Ethics, Financial Reporting, Financial Analysis, Financial Statements, Auditing, Taxations, Tax Law, Financial Markets, Inventory Management, Bookkeeping, Mandarin, Oral & Written..., Organizational..., Time Management, Sales, Mac OS, Microsoft Office, Stata, Matlab, Multi Tasking, Business Planning, Public Speaking
Education
University of California, San Diego Extension 2012 — 2012
Professional Certificate, Accounting, 3.8
University of California, San Diego 2009 — 2011
Bachelor of Arts (BA), Economics, 3.6
LPL Finanical 2013 - Present
Light Tower Investments, Inc. April 2012 - June 2012
Tasty Management, Inc. June 2011 - April 2012
Industrial and Commercial Bank of China December 2011 - January 2012
Family Jewelry Business September 2005 - April 2009
Skills
U.S. GAAP and IFRS, Professional Ethics, Financial Reporting, Financial Analysis, Financial Statements, Auditing, Taxations, Tax Law, Financial Markets, Inventory Management, Bookkeeping, Mandarin, Oral & Written..., Organizational..., Time Management, Sales, Mac OS, Microsoft Office, Stata, Matlab, Multi Tasking, Business Planning, Public Speaking
Education
University of California, San Diego Extension 2012 — 2012
Professional Certificate, Accounting, 3.8
University of California, San Diego 2009 — 2011
Bachelor of Arts (BA), Economics, 3.6
Christine Wallin Christine Wallin's LPL Finanical Experience January 2015 - Present
Job Senior Vice President, Business Management
Industry Financial Services
Experience
LPL Finanical January 2015 - Present
LPL Financial November 2013 - Present
MetLife April 2013 - November 2013
MetLife May 2012 - April 2013
MetLife May 2011 - May 2012
MetLife January 2009 - August 2010
MetLife July 2006 - April 2008
MetLife July 2005 - July 2006
AIG 2000 - 2004
Morgan Stanley 1998 - 1999
Skills
Performance Management, Employee Benefits, Organizational Design, Leadership Development, Strategic Planning, Organizational..., Human Resources, Employee Relations, Sales Force Development, Sales Force Compensation, Strategic Communications, Succession Planning, Change Management, Leadership, Program Management, Personnel Management, Insurance, Management, Strategy, Talent Management
Education
State University of New York at Oswego 1996 — 1998
Bachelor of Science, Human Resources
Keene State College 1994 — 1996
LPL Finanical January 2015 - Present
LPL Financial November 2013 - Present
MetLife April 2013 - November 2013
MetLife May 2012 - April 2013
MetLife May 2011 - May 2012
MetLife January 2009 - August 2010
MetLife July 2006 - April 2008
MetLife July 2005 - July 2006
AIG 2000 - 2004
Morgan Stanley 1998 - 1999
Skills
Performance Management, Employee Benefits, Organizational Design, Leadership Development, Strategic Planning, Organizational..., Human Resources, Employee Relations, Sales Force Development, Sales Force Compensation, Strategic Communications, Succession Planning, Change Management, Leadership, Program Management, Personnel Management, Insurance, Management, Strategy, Talent Management
Education
State University of New York at Oswego 1996 — 1998
Bachelor of Science, Human Resources
Keene State College 1994 — 1996
Brooke B. Michell's LPL Finanical Experience December 2013 - January 2014
Job Administrative Assistant
Industry Executive Office
Experience
Baker Tilly Virchow Krause, LLP, formerly ParenteBeard LLC September 2014 - Present
The Merry Employment Group June 2014 - September 2014
LPL Financial January 2014 - May 2014
LPL Finanical December 2013 - January 2014
Flamig Farm May 2013 - December 2013
Flamig Farm Summer Adventure Camp June 2010 - May 2013
Paul Cryan Photography May 2009 - December 2010
Flamig Farm Adventure Camp June 2009 - June 2010
Flamig Farm Summer Adventure Camp June 2007 - June 2009
Skills
Leadership, Organization, Time Management, Friendly Personality, Team Leadership, People-oriented, People Skills, Kindness, Pay Close Attention to..., Microsoft Office, Photoshop, PowerPoint, Data Entry, Customer Satisfaction, Microsoft Excel, Microsoft Word
Education
The University of Connecticut 2009 — 2013
Bachelor of Arts (B.A.), Psychology
Northwestern Regional 7 High School 2005 — 2009
Baker Tilly Virchow Krause, LLP, formerly ParenteBeard LLC September 2014 - Present
The Merry Employment Group June 2014 - September 2014
LPL Financial January 2014 - May 2014
LPL Finanical December 2013 - January 2014
Flamig Farm May 2013 - December 2013
Flamig Farm Summer Adventure Camp June 2010 - May 2013
Paul Cryan Photography May 2009 - December 2010
Flamig Farm Adventure Camp June 2009 - June 2010
Flamig Farm Summer Adventure Camp June 2007 - June 2009
Skills
Leadership, Organization, Time Management, Friendly Personality, Team Leadership, People-oriented, People Skills, Kindness, Pay Close Attention to..., Microsoft Office, Photoshop, PowerPoint, Data Entry, Customer Satisfaction, Microsoft Excel, Microsoft Word
Education
The University of Connecticut 2009 — 2013
Bachelor of Arts (B.A.), Psychology
Northwestern Regional 7 High School 2005 — 2009
Marc Bowman Marc Bowman's LPL Finanical Experience October 2011 - July 2012
Job Financial Planner Stout Bowman & Assoc. LLC RIA
Industry Financial Services
Experience
Stout Bowman & Assoc. LLC July 2012 - Present
LPL Finanical October 2011 - July 2012
Waddell & Reed September 2000 - September 2011
Waddell & Reed December 1998 - September 2000
Skills
Personal Financial..., Asset Management, Securities, Investment Advisory, Wealth Management, Investments, Retirement Planning, IRAs, 401k, Fixed Annuities, Asset Allocation, Series 63, Retirement
Education
Shippensburg University of Pennsylvania 1991 — 1995
Stout Bowman & Assoc. LLC July 2012 - Present
LPL Finanical October 2011 - July 2012
Waddell & Reed September 2000 - September 2011
Waddell & Reed December 1998 - September 2000
Skills
Personal Financial..., Asset Management, Securities, Investment Advisory, Wealth Management, Investments, Retirement Planning, IRAs, 401k, Fixed Annuities, Asset Allocation, Series 63, Retirement
Education
Shippensburg University of Pennsylvania 1991 — 1995
Laine Rinker Laine Rinker's LPL Finanical Experience May 2008 - August 2011
Job Wealth Advisor, Mortgage Broker, Financial Planning
Industry Financial Services
Experience
Rinker Financial August 2000 - Present
Arkenstone Financial August 2011 - Present
LPL Finanical May 2008 - August 2011
Mission Hills Mortgage May 1991 - July 2000
Oak Tree Mortgage September 1987 - May 1991
Palm Springs Savings June 1986 - September 1987
Great Western Savings February 1984 - June 1986
Realty World-Ranney's Realty March 1978 - January 1983
Skills
Financial Management, Golf, Tennis, Retirement Planning, Financial Planning, Retirement, Wealth, Wealth Management, Estate Planning, IRA's, Investment Strategies, Asset Allocation, Annuities, Financial Advice, Investment Advisory, Investments, Asset Management, Financial Advisory, Series 7, 401k, Pensions, Planned Giving, IRAs, Strategic Financial..., Fixed Annuities, Mortgage Loans, Mortgage Lending, Investment Properties, REO, Real Estate, Investors, Sellers, Luxury, Managerial Finance, First Time Home Buyers, Asset Managment, Vacation Homes, Condos, Loans, Short Sales, Residential Homes, Finance, Real Estate Transactions, Brokerage, Residential Mortgages, Funding, Financial Planners, Real Estate Financing, Refinance, Commercial Mortgages
Education
California State University Fullerton 1977 — 1979
B A Degree, Business Administration Finance
University of Florida 1974 — 1975
Finance, General
Rinker Financial August 2000 - Present
Arkenstone Financial August 2011 - Present
LPL Finanical May 2008 - August 2011
Mission Hills Mortgage May 1991 - July 2000
Oak Tree Mortgage September 1987 - May 1991
Palm Springs Savings June 1986 - September 1987
Great Western Savings February 1984 - June 1986
Realty World-Ranney's Realty March 1978 - January 1983
Skills
Financial Management, Golf, Tennis, Retirement Planning, Financial Planning, Retirement, Wealth, Wealth Management, Estate Planning, IRA's, Investment Strategies, Asset Allocation, Annuities, Financial Advice, Investment Advisory, Investments, Asset Management, Financial Advisory, Series 7, 401k, Pensions, Planned Giving, IRAs, Strategic Financial..., Fixed Annuities, Mortgage Loans, Mortgage Lending, Investment Properties, REO, Real Estate, Investors, Sellers, Luxury, Managerial Finance, First Time Home Buyers, Asset Managment, Vacation Homes, Condos, Loans, Short Sales, Residential Homes, Finance, Real Estate Transactions, Brokerage, Residential Mortgages, Funding, Financial Planners, Real Estate Financing, Refinance, Commercial Mortgages
Education
California State University Fullerton 1977 — 1979
B A Degree, Business Administration Finance
University of Florida 1974 — 1975
Finance, General
Charlton Simons's LPL Finanical Experience April 1994 - Present
Job Investment Manager at LPL Finanical
Industry Financial Services
Experience
LPL Finanical April 1994 - Present
Simons Tax Service February 1987 - Present
Skills
Spanish
Education
BYU 1983 — 1986
LPL Finanical April 1994 - Present
Simons Tax Service February 1987 - Present
Skills
Spanish
Education
BYU 1983 — 1986
Julie Caldwell's LPL Finanical Experience February 2013 - June 2013
Job at
Industry Computer Software
Experience
Bank of America June 2013 - Present
LPL Finanical February 2013 - June 2013
Bank of America June 2011 - February 2013
ACN 2010 - July 2011
Jack Henry & Associates January 1996 - May 2010
Optinfo, Inc. January 1996 - May 2004
Skills
Quality Center, Test Automation, Quality Assurance, Agile & Waterfall..., Test Planning, Testing, Scrum, User Acceptance Testing, Business Analysis, Requirements Analysis, Process Improvement, SDLC, QTP, Oracle, SQL Server, Netezza, Defect Tracking, Internal Audit, Compliance, Basel II, Business Intelligence, Visio, Disaster Recovery, Training, Risk Management, SharePoint, SQL, Banking, Financial Services, Data Quality Assurance, Software Quality..., Test Cases, Agile Methodologies, Software Project..., Project Planning, Requirements Gathering, Microsoft SQL Server, Business Requirements, Regression Testing, Web Applications, Waterfall, Performance Testing, System Testing, Software Documentation, Test Strategy, Manual Testing, Test Management, JIRA, HP Quality Center
Education
University of North Carolina at Charlotte 1991 — 1996
Bachelor of Science in Business Administration, Information Technology and Operations Management
Appalachian State University 1989 — 1991
Bank of America June 2013 - Present
LPL Finanical February 2013 - June 2013
Bank of America June 2011 - February 2013
ACN 2010 - July 2011
Jack Henry & Associates January 1996 - May 2010
Optinfo, Inc. January 1996 - May 2004
Skills
Quality Center, Test Automation, Quality Assurance, Agile & Waterfall..., Test Planning, Testing, Scrum, User Acceptance Testing, Business Analysis, Requirements Analysis, Process Improvement, SDLC, QTP, Oracle, SQL Server, Netezza, Defect Tracking, Internal Audit, Compliance, Basel II, Business Intelligence, Visio, Disaster Recovery, Training, Risk Management, SharePoint, SQL, Banking, Financial Services, Data Quality Assurance, Software Quality..., Test Cases, Agile Methodologies, Software Project..., Project Planning, Requirements Gathering, Microsoft SQL Server, Business Requirements, Regression Testing, Web Applications, Waterfall, Performance Testing, System Testing, Software Documentation, Test Strategy, Manual Testing, Test Management, JIRA, HP Quality Center
Education
University of North Carolina at Charlotte 1991 — 1996
Bachelor of Science in Business Administration, Information Technology and Operations Management
Appalachian State University 1989 — 1991
Allegra Taylor Allegra Taylor's LPL Finanical Experience March 2010 - Present
Job Office Manager with LPL Finanical Services (Owensboro office)
Industry Law Practice
Experience
Law Ofices of Jacobs & Pfeifer December 2010 - Present
LPL Finanical March 2010 - Present
BRYANT DISTRIBUTING COMPANY of KENTUCKY 2009 - Present
Cromwell Radio Group 2009 - 2010
Education
Elgin Community College 2005 — 2007
Business, Human Resources
Tell City 2002 — 2005
Law Ofices of Jacobs & Pfeifer December 2010 - Present
LPL Finanical March 2010 - Present
BRYANT DISTRIBUTING COMPANY of KENTUCKY 2009 - Present
Cromwell Radio Group 2009 - 2010
Education
Elgin Community College 2005 — 2007
Business, Human Resources
Tell City 2002 — 2005
Becca Colton Becca Colton's LPL Finanical Experience 2006 - 2010
Job Independent Financial Services Professional
Industry Financial Services
Experience
Vision Wealth Management September 2006 - September 2010
LPL Finanical 2006 - 2010
Bennett Roofing October 2003 - October 2004
Guyer and Associates, CPA's June 2002 - October 2003
Baker County Soil & Water Conservation Association January 2000 - January 2002
Baker County Soil & Water Conservation Association January 2000 - January 2002
Albertsons, Inc January 1996 - January 1999
Albertsons, Inc January 1996 - January 1999
Education
Eastern Oregon University 2001 — 2006
Liberal Studies, Business/ Psychology
Kaplan University
Vision Wealth Management September 2006 - September 2010
LPL Finanical 2006 - 2010
Bennett Roofing October 2003 - October 2004
Guyer and Associates, CPA's June 2002 - October 2003
Baker County Soil & Water Conservation Association January 2000 - January 2002
Baker County Soil & Water Conservation Association January 2000 - January 2002
Albertsons, Inc January 1996 - January 1999
Albertsons, Inc January 1996 - January 1999
Education
Eastern Oregon University 2001 — 2006
Liberal Studies, Business/ Psychology
Kaplan University
Anthony C. DiLullo's LPL Finanical Experience September 2013 - September 2014
Job Wealth Advisor at Murphy Wealth Management Group
Industry Financial Services
Experience
Murphy Wealth Management Group September 2014 - Present
LPL Finanical September 2013 - September 2014
ING Financial Partners August 2012 - September 2013
UBS September 2011 - December 2011
Deutsche Bank September 2010 - June 2011
Bloomberg July 2010 - July 2010
Advanced Currency Markets April 2010 - July 2010
AXA Financial July 2009 - November 2009
Skills
Bloomberg Terminal, Strategic Financial..., Bloomberg, Series 7, Finance, Fixed Income, Equities, Investments, Mutual Funds, Equity Research, Alternative Investments, Series 66, Portfolio Management
Education
Pace University 2008 — 2012
Finance
Pace University 2008 — 2012
BBA, Finance
Murphy Wealth Management Group September 2014 - Present
LPL Finanical September 2013 - September 2014
ING Financial Partners August 2012 - September 2013
UBS September 2011 - December 2011
Deutsche Bank September 2010 - June 2011
Bloomberg July 2010 - July 2010
Advanced Currency Markets April 2010 - July 2010
AXA Financial July 2009 - November 2009
Skills
Bloomberg Terminal, Strategic Financial..., Bloomberg, Series 7, Finance, Fixed Income, Equities, Investments, Mutual Funds, Equity Research, Alternative Investments, Series 66, Portfolio Management
Education
Pace University 2008 — 2012
Finance
Pace University 2008 — 2012
BBA, Finance
Raphiella Adamson Raphiella Adamson's LPL Finanical Experience October 2013 - August 2014
Job VP, Governance, Risk & Compliance at LPL Financial
Industry Financial Services
Experience
LPL Financial August 2014 - Present
LPL Finanical October 2013 - August 2014
LPL Financial 2006 - 2013
Primerica Financial Services August 2001 - August 2005
Metabolife International May 1998 - April 1999
R3 Enterprises January 1993 - May 1998
Anthony Robbins Companies 1990 - 1993
Skills
FINRA, Series 7, Series 24, Series 63, Securities, Mutual Funds, Dynamic Speaker, Trainer
Education
San Diego State University-California State University
B.Sc., Marketing
LPL Financial August 2014 - Present
LPL Finanical October 2013 - August 2014
LPL Financial 2006 - 2013
Primerica Financial Services August 2001 - August 2005
Metabolife International May 1998 - April 1999
R3 Enterprises January 1993 - May 1998
Anthony Robbins Companies 1990 - 1993
Skills
FINRA, Series 7, Series 24, Series 63, Securities, Mutual Funds, Dynamic Speaker, Trainer
Education
San Diego State University-California State University
B.Sc., Marketing
Abbas Rawoot Abbas Rawoot's LPL Finanical Experience July 2006 - November 2011
Job Principal
Industry Financial Services
Experience
AAR Financial Services, LLC November 2011 - Present
LPL Finanical July 2006 - November 2011
shenandoah County Democrats 2007 - 2008
Edward Jones June 2000 - June 2006
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Photoshop, Outlook, Windows, Teaching, HTML, Insurance, Finance, Accounting
Education
University of the District of Columbia 1975 — 1979
MBA, Accounting and Finance
University of Mumbai 1965 — 1969
BS, Chemistry
AAR Financial Services, LLC November 2011 - Present
LPL Finanical July 2006 - November 2011
shenandoah County Democrats 2007 - 2008
Edward Jones June 2000 - June 2006
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Photoshop, Outlook, Windows, Teaching, HTML, Insurance, Finance, Accounting
Education
University of the District of Columbia 1975 — 1979
MBA, Accounting and Finance
University of Mumbai 1965 — 1969
BS, Chemistry
Brian Schnabel's LPL Finanical Experience May 2013 - Present
Job Investment Advisor Representative at LPL Finanical
Industry Executive Office
Experience
LPL Finanical May 2013 - Present
Principal Financial Group July 2011 - May 2013
Expense Reduction Analysts July 2009 - January 2012
Kodi Klip Corp May 2008 - March 2009
Aegis Sciences Corp February 2007 - May 2008
Desa Specialty August 2003 - April 2004
VTech December 2001 - October 2002
Newell Rubbermaid March 2001 - September 2001
True Value Company September 1998 - March 2001
Elmer's Products, Inc. October 1995 - March 1998
Skills
Strategy, Strategic Planning, Leadership, Budgets, Mergers & Acquisitions, Strategic Financial..., Finance, Small Business, Process Improvement, Sales, Financial Services, Team Building, Risk Management, Marketing, Retirement Planning, Financial Analysis, New Business Development, Investments, Business Planning, CRM, Business Process..., Mergers, Insurance, Selling, Retail, Inventory Management, Recruiting, Project Management, Cash Management, Business Development, Product Development, Financial Planning
Education
University of Cincinnati 1971 — 1976
BS/BA, Accounting
LPL Finanical May 2013 - Present
Principal Financial Group July 2011 - May 2013
Expense Reduction Analysts July 2009 - January 2012
Kodi Klip Corp May 2008 - March 2009
Aegis Sciences Corp February 2007 - May 2008
Desa Specialty August 2003 - April 2004
VTech December 2001 - October 2002
Newell Rubbermaid March 2001 - September 2001
True Value Company September 1998 - March 2001
Elmer's Products, Inc. October 1995 - March 1998
Skills
Strategy, Strategic Planning, Leadership, Budgets, Mergers & Acquisitions, Strategic Financial..., Finance, Small Business, Process Improvement, Sales, Financial Services, Team Building, Risk Management, Marketing, Retirement Planning, Financial Analysis, New Business Development, Investments, Business Planning, CRM, Business Process..., Mergers, Insurance, Selling, Retail, Inventory Management, Recruiting, Project Management, Cash Management, Business Development, Product Development, Financial Planning
Education
University of Cincinnati 1971 — 1976
BS/BA, Accounting
Jacqueline Settlemyre Jacqueline Settlemyre's LPL Finanical Experience September 2015 - Present
Job Service Center Representative at LPL Finanical
Industry Research
Experience
LPL Finanical September 2015 - Present
University City Seventh-day Adventist Church October 2012 - Present
Tax Management Associates, Inc August 2010 - September 2015
Daniel Stowe Botanical Garden April 2009 - April 2010
International Paper 2006 - March 2009
TIAA-CREF 2005 - 2006
Corning Optical Communications 2000 - 2004
NC Zoo 1992 - 1998
Skills
Process Improvement, Customer Service, Accounting, Data Analysis, Quality Oriented, Spreadsheets, Adobe Acrobat, Interpersonal Leadership, Forecasting, Microsoft Office, Government, Accounts Receivable, Accounts Payable, QuickBooks, Financial Analysis, Tax, Payroll, Outlook, Analysis, Leadership, Financial Reporting, PowerPoint, Budgets, Microsoft Excel, Invoicing, Policy, Team Building, Microsoft Word, Exceptional research..., Office Apps, Document Drafting, Mail Merge, Mass Mailing, Fraud Detection, Google Calendar, Lexis, Accurint, Minutes, Training, Coaching, Inventory Management, Small Business, Team Leadership, Project Planning, Strategic Planning, Management, SAP, Project Management, Finance, Public Speaking
Education
Southern Adventist University 2004 — 2005
MFS, Accounting & Finance
North Carolina State University 1986 — 1990
BS, Agricultural Education
East Montgomery High 1982 — 1986
LPL Finanical September 2015 - Present
University City Seventh-day Adventist Church October 2012 - Present
Tax Management Associates, Inc August 2010 - September 2015
Daniel Stowe Botanical Garden April 2009 - April 2010
International Paper 2006 - March 2009
TIAA-CREF 2005 - 2006
Corning Optical Communications 2000 - 2004
NC Zoo 1992 - 1998
Skills
Process Improvement, Customer Service, Accounting, Data Analysis, Quality Oriented, Spreadsheets, Adobe Acrobat, Interpersonal Leadership, Forecasting, Microsoft Office, Government, Accounts Receivable, Accounts Payable, QuickBooks, Financial Analysis, Tax, Payroll, Outlook, Analysis, Leadership, Financial Reporting, PowerPoint, Budgets, Microsoft Excel, Invoicing, Policy, Team Building, Microsoft Word, Exceptional research..., Office Apps, Document Drafting, Mail Merge, Mass Mailing, Fraud Detection, Google Calendar, Lexis, Accurint, Minutes, Training, Coaching, Inventory Management, Small Business, Team Leadership, Project Planning, Strategic Planning, Management, SAP, Project Management, Finance, Public Speaking
Education
Southern Adventist University 2004 — 2005
MFS, Accounting & Finance
North Carolina State University 1986 — 1990
BS, Agricultural Education
East Montgomery High 1982 — 1986
Charles Josh Hinkle's LPL Finanical Experience July 2009 - December 2009
Job Commercial Lines Underwriter at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance January 2010 - Present
LPL Finanical July 2009 - December 2009
Smith Barney June 2007 - September 2007
Skills
Property & Casualty..., Commercial Insurance, Umbrella Insurance, Casualty, Liability, Underwriting, Commercial Lines, Insurance, General Insurance, Claim, Inland Marine, Professional Liability, Workers Compensation, Liability Analysis, Legal Liability, Casualty Insurance, Risk Management
Education
UCLA 2005 — 2009
Bachelor of Arts (B.A.), Economics
Liberty Mutual Insurance January 2010 - Present
LPL Finanical July 2009 - December 2009
Smith Barney June 2007 - September 2007
Skills
Property & Casualty..., Commercial Insurance, Umbrella Insurance, Casualty, Liability, Underwriting, Commercial Lines, Insurance, General Insurance, Claim, Inland Marine, Professional Liability, Workers Compensation, Liability Analysis, Legal Liability, Casualty Insurance, Risk Management
Education
UCLA 2005 — 2009
Bachelor of Arts (B.A.), Economics
Cindy Hsu Cindy Hsu's LPL Finanical Experience January 2012 - Present
Job Client Government Reporting Specialist at LPL Finanical
Industry Financial Services
Experience
LPL Finanical January 2012 - Present
LPL Finanical February 2008 - December 2011
LPL Finanical November 2007 - February 2008
La Jolla Institute for Allergy and Immunology 2007 - 2007
Education
Point Loma Nazarene University 2011 — 2013
Master of Business Administration (M.B.A.)
University of California, San Diego 2002 — 2007
Bachelor of Science (B.S.), Management Science
LPL Finanical January 2012 - Present
LPL Finanical February 2008 - December 2011
LPL Finanical November 2007 - February 2008
La Jolla Institute for Allergy and Immunology 2007 - 2007
Education
Point Loma Nazarene University 2011 — 2013
Master of Business Administration (M.B.A.)
University of California, San Diego 2002 — 2007
Bachelor of Science (B.S.), Management Science
Wes Dillingham's LPL Finanical Experience 2001 - 2003
Job Director, Strategic Accounts at dotloop
Industry Real Estate
Experience
dotloop January 2014 - Present
RE/MAX, LLC April 2007 - January 2014
Starbucks 2005 - 2007
National City Bank 2003 - 2005
LPL Finanical 2001 - 2003
Charles Schwab 1999 - 2001
Skills
Real Estate, Major Account..., Contract Negotiation, Business Planning, Strategic Consulting, Accounts Receivable, Creative Problem Solving, Conflict Management, Leadership Training and..., Account Recovery, Sales, Product Marketing, Strategic Financial..., Project Management, Buyer Representation, Investments, Negotiation, Selling
Education
Purdue University 1990 — 1994
Management, Business Administration and Management, General
dotloop January 2014 - Present
RE/MAX, LLC April 2007 - January 2014
Starbucks 2005 - 2007
National City Bank 2003 - 2005
LPL Finanical 2001 - 2003
Charles Schwab 1999 - 2001
Skills
Real Estate, Major Account..., Contract Negotiation, Business Planning, Strategic Consulting, Accounts Receivable, Creative Problem Solving, Conflict Management, Leadership Training and..., Account Recovery, Sales, Product Marketing, Strategic Financial..., Project Management, Buyer Representation, Investments, Negotiation, Selling
Education
Purdue University 1990 — 1994
Management, Business Administration and Management, General
Jonathan Agid's LPL Finanical Experience December 2013 - December 2013
Job Auditor
Industry Financial Services
Experience
Cubic Corporation July 2015 - Present
SSAE 16 Professionals January 2015 - May 2015
FICO June 2014 - December 2014
LPL Finanical December 2013 - December 2013
Parametric Sound October 2013 - November 2013
ViaSat March 2013 - August 2013
INDUS TECHNOLOGY, INC April 2010 - September 2011
NTN COMMUNICATIONS INC February 2010 - March 2010
Ashworth, Inc. April 2007 - February 2009
ASHWORTH INC April 2007 - February 2009
Skills
SOX, Risk Assessment, Auditing, Internal Controls, Audit, Financial Reporting, Risk, COSO, Compliance Audits, External Audit, Internal Audit, IT Audit, Accounting, Financial Analysis, Compliance, Accounts Receivable, Risk Management, Financial Accounting, GAAP, Excel, Process Improvement, SAP, Assurance, General Ledger, Analysis, Accounts Payable, Business Process..., Visio, Financial Modeling, Financial Planning, Reconciliation, Documentation, Due Diligence, Enterprise Risk..., PowerPoint, Banking, Strategic Planning, Outlook, Contract Management, Financial Management, Balance, Quality Auditing, Sarbanes-Oxley Act, Corporate Governance, Sarbanes-Oxley, Finance
Education
LIU Brooklyn 1994 — 1998
MBA, Finance
Long Island University 1994 — 1998
MBA, Finance
S.U.N.Y. Brockport 1981 — 1985
BS, Business Administration
State University of New York College at Brockport 1981 — 1985
B.S., Business Administration
Cubic Corporation July 2015 - Present
SSAE 16 Professionals January 2015 - May 2015
FICO June 2014 - December 2014
LPL Finanical December 2013 - December 2013
Parametric Sound October 2013 - November 2013
ViaSat March 2013 - August 2013
INDUS TECHNOLOGY, INC April 2010 - September 2011
NTN COMMUNICATIONS INC February 2010 - March 2010
Ashworth, Inc. April 2007 - February 2009
ASHWORTH INC April 2007 - February 2009
Skills
SOX, Risk Assessment, Auditing, Internal Controls, Audit, Financial Reporting, Risk, COSO, Compliance Audits, External Audit, Internal Audit, IT Audit, Accounting, Financial Analysis, Compliance, Accounts Receivable, Risk Management, Financial Accounting, GAAP, Excel, Process Improvement, SAP, Assurance, General Ledger, Analysis, Accounts Payable, Business Process..., Visio, Financial Modeling, Financial Planning, Reconciliation, Documentation, Due Diligence, Enterprise Risk..., PowerPoint, Banking, Strategic Planning, Outlook, Contract Management, Financial Management, Balance, Quality Auditing, Sarbanes-Oxley Act, Corporate Governance, Sarbanes-Oxley, Finance
Education
LIU Brooklyn 1994 — 1998
MBA, Finance
Long Island University 1994 — 1998
MBA, Finance
S.U.N.Y. Brockport 1981 — 1985
BS, Business Administration
State University of New York College at Brockport 1981 — 1985
B.S., Business Administration
Paul Yossem Paul Yossem's LPL Finanical Experience October 1997 - November 2004
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide November 2007 - Present
Wheeler/Frost Associates November 2004 - November 2007
LPL Finanical October 1997 - November 2004
Skills
Wealth Management, 401k, Portfolio Management, Financial Advisory, Retirement Plan..., Qualified Retirement..., Small Business, Cash Balance, Corporate policy..., Retirement Planning, Mutual Funds, Retirement, Investments, Finance, Asset Allocation, Investment Advisory
Education
University of California, Santa Barbara 1993 — 1995
Bachelor of Arts, Behavioral Communications
Santa Barbara City College 1990 — 1993
Associates, Liberal Studies
Nationwide November 2007 - Present
Wheeler/Frost Associates November 2004 - November 2007
LPL Finanical October 1997 - November 2004
Skills
Wealth Management, 401k, Portfolio Management, Financial Advisory, Retirement Plan..., Qualified Retirement..., Small Business, Cash Balance, Corporate policy..., Retirement Planning, Mutual Funds, Retirement, Investments, Finance, Asset Allocation, Investment Advisory
Education
University of California, Santa Barbara 1993 — 1995
Bachelor of Arts, Behavioral Communications
Santa Barbara City College 1990 — 1993
Associates, Liberal Studies
Lauren Mitchell Lauren Mitchell's LPL Finanical Experience March 2012 - January 2014
Job Vice President, Annuity Solutions at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2014 - Present
LPL Finanical March 2012 - January 2014
LPL Financial December 2010 - March 2012
LPL Financial September 2008 - December 2010
AIG SunAmerica May 2007 - September 2008
AIG SunAmerica May 2005 - May 2007
AIG SunAmerica September 2003 - May 2005
Skills
Series 63, Series 7, Series 6, Fixed Annuities, Mutual Funds, Variable Annuities, Retirement Planning, Retirement, Securities, Investments
Education
University of California, Santa Barbara 1999 — 2003
Bachelor of Arts, Sociology
La Canada High School 1995 — 1999
LPL Financial January 2014 - Present
LPL Finanical March 2012 - January 2014
LPL Financial December 2010 - March 2012
LPL Financial September 2008 - December 2010
AIG SunAmerica May 2007 - September 2008
AIG SunAmerica May 2005 - May 2007
AIG SunAmerica September 2003 - May 2005
Skills
Series 63, Series 7, Series 6, Fixed Annuities, Mutual Funds, Variable Annuities, Retirement Planning, Retirement, Securities, Investments
Education
University of California, Santa Barbara 1999 — 2003
Bachelor of Arts, Sociology
La Canada High School 1995 — 1999
Cheryl Marie keehnel Cheryl Marie keehnel's LPL Finanical Experience February 2008 - March 2010
Job Financial Services Professional
Industry Financial Services
Experience
I am currently looking for a good job with a great company! August 2013 - Present
Oklahoma Turnpike Authority 2011 - 2013
LPL Finanical February 2008 - March 2010
Arrowhead Credit Union September 2000 - February 2008
Washington Mutual 1998 - 2000
Home Savings and Loan 1995 - 1997
Cal Fed Bank 1989 - 1995
Security Pacific Bank 1979 - 1982
First Nat'l Bank of Colo. Springs 1978 - 1979
Skills
25 years banking , 17..., processing loans,..., money handling,..., training new tellers,..., Banking
Education
Home Study 1996 — 1996
Series 7 License, Investments and Securities
Home study 1993 — 1994
L&D License, Series 6 and 83, Investments and Securities
Orange Coast College 1973 — 1974
1 year, General Studies
I am currently looking for a good job with a great company! August 2013 - Present
Oklahoma Turnpike Authority 2011 - 2013
LPL Finanical February 2008 - March 2010
Arrowhead Credit Union September 2000 - February 2008
Washington Mutual 1998 - 2000
Home Savings and Loan 1995 - 1997
Cal Fed Bank 1989 - 1995
Security Pacific Bank 1979 - 1982
First Nat'l Bank of Colo. Springs 1978 - 1979
Skills
25 years banking , 17..., processing loans,..., money handling,..., training new tellers,..., Banking
Education
Home Study 1996 — 1996
Series 7 License, Investments and Securities
Home study 1993 — 1994
L&D License, Series 6 and 83, Investments and Securities
Orange Coast College 1973 — 1974
1 year, General Studies
Josh Barash Josh Barash's LPL Finanical Experience August 2012 - September 2012
Job Private Math Tutor
Industry Primary/Secondary Education
Experience
Alta Ski Shop November 2012 - April 2013
LPL Finanical August 2012 - September 2012
PHI Environmental Consulting February 2012 - April 2012
Industrial Economics, Inc. 2010 - 2010
Boston Red Sox June 2008 - August 2008
Skills
Excel, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Sales, Data Analysis, Environmental Science, Document Management, Customer Satisfaction, Close Attention to..., Time Management, Teamwork, Mathematics, Analysis, Finance, Microsoft Excel
Education
University of Michigan 2008 — 2011
B.A., Economics, Environmental Science, 3.701
University College London, U. of London 2011 — 2011
Economics
Alta Ski Shop November 2012 - April 2013
LPL Finanical August 2012 - September 2012
PHI Environmental Consulting February 2012 - April 2012
Industrial Economics, Inc. 2010 - 2010
Boston Red Sox June 2008 - August 2008
Skills
Excel, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Sales, Data Analysis, Environmental Science, Document Management, Customer Satisfaction, Close Attention to..., Time Management, Teamwork, Mathematics, Analysis, Finance, Microsoft Excel
Education
University of Michigan 2008 — 2011
B.A., Economics, Environmental Science, 3.701
University College London, U. of London 2011 — 2011
Economics
Skylar Mark Bailey's LPL Finanical Experience March 2014 - Present
Job Financial Advisor at Bailey Wealth Management
Industry Financial Services
Experience
LPL Finanical March 2014 - Present
U.S. Bancorp Investments Inc and U.S. Bancorp Insurance Services, LLC March 2012 - February 2014
Wells Fargo Advisors May 2006 - March 2012
Skills
Retirement Planning, 401k Rollovers, Estate Planning, Life Insurance, Asset Managment, Comprehensive Planning, Wealth Management, Finance, Insurance, Investments
Education
Oregon State University
Linn Benton Community College
Jefferson High School
LPL Finanical March 2014 - Present
U.S. Bancorp Investments Inc and U.S. Bancorp Insurance Services, LLC March 2012 - February 2014
Wells Fargo Advisors May 2006 - March 2012
Skills
Retirement Planning, 401k Rollovers, Estate Planning, Life Insurance, Asset Managment, Comprehensive Planning, Wealth Management, Finance, Insurance, Investments
Education
Oregon State University
Linn Benton Community College
Jefferson High School
Pat Cahill CFP® Pat Cahill CFP®'s LPL Finanical Experience December 2011 - Present
Job financial advisor at LPL Finanical
Industry Financial Services
Experience
LPL Finanical December 2011 - Present
LPL Finanical December 2011 - Present
Skills
IRAs, Retirement, Retirement Planning, Fixed Annuities, Series 7, Loans, Estate Planning, Wealth Management, Risk Management, Series 63, Investment Advisory, Asset Allocation, 401k Rollovers, Strategic Financial..., Mutual Funds
Education
Creighton University 1978 — 1981
BSBA, Accounting and Marketing
LPL Finanical December 2011 - Present
LPL Finanical December 2011 - Present
Skills
IRAs, Retirement, Retirement Planning, Fixed Annuities, Series 7, Loans, Estate Planning, Wealth Management, Risk Management, Series 63, Investment Advisory, Asset Allocation, 401k Rollovers, Strategic Financial..., Mutual Funds
Education
Creighton University 1978 — 1981
BSBA, Accounting and Marketing
Josten Hegland Josten Hegland's LPL Finanical Experience August 2015 - Present
Job Manager Advisory Compliance at LPL Financial
Industry Financial Services
Experience
LPL Finanical August 2015 - Present
LPL Finanical March 2014 - August 2015
LPL Financial March 2013 - March 2014
Raymond James Financial Services September 2011 - March 2013
TIAA-CREF November 2008 - April 2011
TIAA-CREF April 2007 - November 2008
TIAA-CREF December 2005 - April 2007
Skills
Series 63, Risk Management, Series 7, Pensions, Retirement, Wealth Management, FINRA, Mutual Funds, Securities, Series 24, Alternative Investments, Equities, Fixed Income, Investment Advisory, Uniform Combined State..., Management, IRAs, 401k, Financial Advisory, Series 6, Financial Services, Fixed Annuities
Education
St. Petersburg College
LPL Finanical August 2015 - Present
LPL Finanical March 2014 - August 2015
LPL Financial March 2013 - March 2014
Raymond James Financial Services September 2011 - March 2013
TIAA-CREF November 2008 - April 2011
TIAA-CREF April 2007 - November 2008
TIAA-CREF December 2005 - April 2007
Skills
Series 63, Risk Management, Series 7, Pensions, Retirement, Wealth Management, FINRA, Mutual Funds, Securities, Series 24, Alternative Investments, Equities, Fixed Income, Investment Advisory, Uniform Combined State..., Management, IRAs, 401k, Financial Advisory, Series 6, Financial Services, Fixed Annuities
Education
St. Petersburg College
Baadja-Lyne Ouba Baadja-Lyne Ouba's LPL Finanical Experience 1997 - 2011
Job Tax Preparation and Notary Public
Industry Performing Arts
Experience
IRI Tax Consulting and Notary Public January 2005 - Present
CTEC REGISTERED January 2004 - Present
Actor or Performing Artist June 1985 - Present
LPL Finanical 1997 - 2011
Black Weekly 2004 - 2010
Jackson Hewitt January 2004 - April 2005
Lefevre Corporation 2000 - 2002
H.R. Block January 1997 - January 2000
KIKO 1999 - 2000
Long Beach Naval Shipyard November 1900 - May 1997
Skills
Copyright Law, Notary Public, Small Business, Bookkeeping, Tax Preparation, Writing, Acting, Tax, QuickBooks, Public Speaking, Accounting, Financial Planners, Budgets, Entertainment, Social Networking, Income Tax, Access, Managerial Finance, Strategic Financial..., Payroll, Tax Advisory, Event Planning, Nonprofits, Time Management, Tax Accounting, Estate Planning, Tax Returns, Retirement Planning, Accounts Receivable, Finance, Outlook, Fundraising, Financial Analysis, Corporate Tax, Television, Comedy, Social Media, Theatre, Drama, Film
Education
Long Beach City College 1990 — 1992
Business
IRI Tax Consulting and Notary Public January 2005 - Present
CTEC REGISTERED January 2004 - Present
Actor or Performing Artist June 1985 - Present
LPL Finanical 1997 - 2011
Black Weekly 2004 - 2010
Jackson Hewitt January 2004 - April 2005
Lefevre Corporation 2000 - 2002
H.R. Block January 1997 - January 2000
KIKO 1999 - 2000
Long Beach Naval Shipyard November 1900 - May 1997
Skills
Copyright Law, Notary Public, Small Business, Bookkeeping, Tax Preparation, Writing, Acting, Tax, QuickBooks, Public Speaking, Accounting, Financial Planners, Budgets, Entertainment, Social Networking, Income Tax, Access, Managerial Finance, Strategic Financial..., Payroll, Tax Advisory, Event Planning, Nonprofits, Time Management, Tax Accounting, Estate Planning, Tax Returns, Retirement Planning, Accounts Receivable, Finance, Outlook, Fundraising, Financial Analysis, Corporate Tax, Television, Comedy, Social Media, Theatre, Drama, Film
Education
Long Beach City College 1990 — 1992
Business
Chris Hucks Chris Hucks's LPL Finanical Experience February 2014 - January 2015
Job Experienced Finance Professional specializing in Fraud and AML analytics
Industry Financial Services
Experience
NRG Home Solar January 2015 - Present
LPL Finanical February 2014 - January 2015
Wells Fargo March 2012 - February 2014
Wells Fargo June 2010 - March 2013
Skills
Commercial Lending, Credit, Loans, Small Business Lending, Commercial Banking, Consumer Lending, Credit Analysis, Microsoft Excel, Microsoft Word, Banking, Finance, Sales, Customer Service, Microsoft Office, Financial Analysis
Education
Coastal Carolina University
NRG Home Solar January 2015 - Present
LPL Finanical February 2014 - January 2015
Wells Fargo March 2012 - February 2014
Wells Fargo June 2010 - March 2013
Skills
Commercial Lending, Credit, Loans, Small Business Lending, Commercial Banking, Consumer Lending, Credit Analysis, Microsoft Excel, Microsoft Word, Banking, Finance, Sales, Customer Service, Microsoft Office, Financial Analysis
Education
Coastal Carolina University
Tiffany Del Santo Tiffany Del Santo's LPL Finanical Experience 2012 - 2014
Job Financial Services Professional
Industry Financial Services
Experience
LPL Finanical 2012 - 2014
Wells Fargo Advisors March 2004 - October 2012
Skills
Series 7, FINRA, Series 63, Financial Services, Securities, Mutual Funds, Investments
Education
South Dakota School of Mines and Technology
Black Hills State University
LPL Finanical 2012 - 2014
Wells Fargo Advisors March 2004 - October 2012
Skills
Series 7, FINRA, Series 63, Financial Services, Securities, Mutual Funds, Investments
Education
South Dakota School of Mines and Technology
Black Hills State University
Stevin Moses Stevin Moses's LPL Finanical Experience 2009 - Present
Job Wealth Manager/Advisor at Northstar Wealth Partners
Industry Financial Services
Experience
Northstar Wealth Partners, LLC July 2009 - Present
Northstar Wealth Partners July 2009 - Present
LPL Finanical 2009 - Present
Peoples Securities, Inc. September 2004 - July 2009
MassMutual Financial Group June 2002 - September 2004
American Express Financial Advisors September 1996 - June 2002
U.S. Coast Guard March 1988 - December 1993
Skills
Retirement Planning, Strategic Financial..., Investments, Wealth Management, Portfolio Management, Asset Managment, Series 7, Financial Advisory, Insurance, Estate Planning, Retirement, Fixed Annuities, Pensions, Alternative Investments, Wealth, Finance, Long-term Care, Asset Allocation, Investment Management, FINRA, Securities, Financial Services
Education
The University of Connecticut 1992 — 1996
BA, Political Science/Criminology
The Academy of Health Care Professions-San Antonio 1992 — 1992
Associate of Science (A.S.), Pharmaceutical Sciences
Northstar Wealth Partners, LLC July 2009 - Present
Northstar Wealth Partners July 2009 - Present
LPL Finanical 2009 - Present
Peoples Securities, Inc. September 2004 - July 2009
MassMutual Financial Group June 2002 - September 2004
American Express Financial Advisors September 1996 - June 2002
U.S. Coast Guard March 1988 - December 1993
Skills
Retirement Planning, Strategic Financial..., Investments, Wealth Management, Portfolio Management, Asset Managment, Series 7, Financial Advisory, Insurance, Estate Planning, Retirement, Fixed Annuities, Pensions, Alternative Investments, Wealth, Finance, Long-term Care, Asset Allocation, Investment Management, FINRA, Securities, Financial Services
Education
The University of Connecticut 1992 — 1996
BA, Political Science/Criminology
The Academy of Health Care Professions-San Antonio 1992 — 1992
Associate of Science (A.S.), Pharmaceutical Sciences
Julie Francis's LPL Finanical Experience November 2002 - May 2006
Job 401(k) & Defined Benefit Plan Design / Administration
Industry Financial Services
Experience
McCloud & Associates, Inc. August 2009 - Present
Rodan + Fields Dermatologists May 2013 - Present
Raymond James & Associates, Inc June 2006 - July 2009
LPL Finanical November 2002 - May 2006
Bank of America 1996 - 2000
Skills
401k, QuickBooks, Outlook, Customer Service, Administrative..., Microsoft Excel, Microsoft Word, Leadership, Team Building, Payroll, Sales, Administration, Social Media, Investments, Management
Education
Central High School
Missouri Western State University
McCloud & Associates, Inc. August 2009 - Present
Rodan + Fields Dermatologists May 2013 - Present
Raymond James & Associates, Inc June 2006 - July 2009
LPL Finanical November 2002 - May 2006
Bank of America 1996 - 2000
Skills
401k, QuickBooks, Outlook, Customer Service, Administrative..., Microsoft Excel, Microsoft Word, Leadership, Team Building, Payroll, Sales, Administration, Social Media, Investments, Management
Education
Central High School
Missouri Western State University
Pamela Schmitz Pamela Schmitz's LPL Finanical Experience July 2010 - August 2015
Job Financial Advisor at Brio Financial Group
Industry Financial Services
Experience
Brio Financial Group August 2015 - Present
LPL Finanical July 2010 - August 2015
Wilkins/Weber Financial & Insurance Services August 2009 - April 2010
Inland Securities February 2007 - July 2009
CNL Securities Corp. 1997 - 2007
Education
University of California, Berkeley 1979 — 1983
Bachelor of Science (BS), Jurisprudence and Social Policy
Brio Financial Group August 2015 - Present
LPL Finanical July 2010 - August 2015
Wilkins/Weber Financial & Insurance Services August 2009 - April 2010
Inland Securities February 2007 - July 2009
CNL Securities Corp. 1997 - 2007
Education
University of California, Berkeley 1979 — 1983
Bachelor of Science (BS), Jurisprudence and Social Policy
William Martens William Martens's LPL Finanical Experience June 2011 - August 2012
Job Accountant CPA
Industry Financial Services
Experience
LPL Financial October 2013 - June 2015
LPL Financial August 2012 - September 2013
LPL Finanical June 2011 - August 2012
LPL Financial September 2010 - May 2011
State Street July 2008 - July 2010
State Street November 2005 - July 2008
Skills
Account Reconciliation, Finance, Financial Reporting, Financial Services, Financial Statements, Sarbanes-Oxley Act, Accounting, Financial Analysis, Variance Analysis, Investments, Mutual Funds
Education
University of Missouri-Columbia 2003 — 2004
Bachelor’s Degree, Plant Science
LPL Financial October 2013 - June 2015
LPL Financial August 2012 - September 2013
LPL Finanical June 2011 - August 2012
LPL Financial September 2010 - May 2011
State Street July 2008 - July 2010
State Street November 2005 - July 2008
Skills
Account Reconciliation, Finance, Financial Reporting, Financial Services, Financial Statements, Sarbanes-Oxley Act, Accounting, Financial Analysis, Variance Analysis, Investments, Mutual Funds
Education
University of Missouri-Columbia 2003 — 2004
Bachelor’s Degree, Plant Science
Mitchell Nelson's LPL Finanical Experience March 2014 - July 2014
Job Engagement Manager at OnApproach
Industry Financial Services
Experience
OnApproach, LLC May 2015 - Present
DST Systems July 2014 - May 2015
LPL Finanical March 2014 - July 2014
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Photoshop, Customer Service
Education
Gustavus Adolphus College 2010 — 2014
Bachelor's Degree, Financial Economics, Geography Minor
OnApproach, LLC May 2015 - Present
DST Systems July 2014 - May 2015
LPL Finanical March 2014 - July 2014
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Photoshop, Customer Service
Education
Gustavus Adolphus College 2010 — 2014
Bachelor's Degree, Financial Economics, Geography Minor
Angela Elmore Angela Elmore's LPL Finanical Experience May 1993 - January 1996
Job Staff Accountant
Industry Accounting
Experience
Corvias Group April 2014 - Present
Corvias Group August 2013 - April 2014
Corvias Group March 2008 - December 2013
Corvias Group August 2012 - October 2013
Corvias Group January 2006 - December 2008
private physician practice July 2005 - December 2005
Southeast Alabama Medical Center June 2000 - July 2005
Southeast Alabama Medical Center June 2000 - July 2005
Southeast Alabama Medical Center July 1996 - June 2000
LPL Finanical May 1993 - January 1996
Skills
Microsoft Office, Customer Service, Negotiation, Residential Homes, Project Planning, Construction Management, Construction, Project Estimation, Primavera P6, Sage Timberline Office, Adobe Acrobat, Organization &..., Project Bidding, Bid Preparation, Bid Specifications, Bidding Process, Take-offs, Material Take Off, Quality Control, Construction Safety, Value Engineering, Project Finance, Estimates, Budgets, Pre-construction, Capital Budgeting, Commercial Insurance, Professional Liability, Operating Budgets, Change Orders, Contractors, Real Estate, Property Management, Contract Negotiation, Contract Management, Contracts Administrators, Purchase Orders, Renovation, Project Coordination, Davis Bacon, Quality Assurance Review, Subcontracting, Process Scheduler, Submittals, Facilities Management, CPM Scheduling, Constructability
Education
Auburn University 1989 — 1992
Bachelor of Science (BS), Finance, General
Troy University Dothan
Corvias Group April 2014 - Present
Corvias Group August 2013 - April 2014
Corvias Group March 2008 - December 2013
Corvias Group August 2012 - October 2013
Corvias Group January 2006 - December 2008
private physician practice July 2005 - December 2005
Southeast Alabama Medical Center June 2000 - July 2005
Southeast Alabama Medical Center June 2000 - July 2005
Southeast Alabama Medical Center July 1996 - June 2000
LPL Finanical May 1993 - January 1996
Skills
Microsoft Office, Customer Service, Negotiation, Residential Homes, Project Planning, Construction Management, Construction, Project Estimation, Primavera P6, Sage Timberline Office, Adobe Acrobat, Organization &..., Project Bidding, Bid Preparation, Bid Specifications, Bidding Process, Take-offs, Material Take Off, Quality Control, Construction Safety, Value Engineering, Project Finance, Estimates, Budgets, Pre-construction, Capital Budgeting, Commercial Insurance, Professional Liability, Operating Budgets, Change Orders, Contractors, Real Estate, Property Management, Contract Negotiation, Contract Management, Contracts Administrators, Purchase Orders, Renovation, Project Coordination, Davis Bacon, Quality Assurance Review, Subcontracting, Process Scheduler, Submittals, Facilities Management, CPM Scheduling, Constructability
Education
Auburn University 1989 — 1992
Bachelor of Science (BS), Finance, General
Troy University Dothan
Bryan Norwood's LPL Finanical Experience September 2013 - March 2014
Job Operations Specialist, Margins at LPL Financial
Industry Financial Services
Experience
LPL Financial April 2014 - June 2015
LPL Finanical September 2013 - March 2014
Craft-A-Brew LLC June 2012 - July 2013
Bank of America March 2011 - May 2012
Skills
Entrepreneurship, Microsoft Office, Networking, Project Management, Advertising, Marketing
Education
University of Central Florida
Bachelor of Science, Business Administration, Marketing
LPL Financial April 2014 - June 2015
LPL Finanical September 2013 - March 2014
Craft-A-Brew LLC June 2012 - July 2013
Bank of America March 2011 - May 2012
Skills
Entrepreneurship, Microsoft Office, Networking, Project Management, Advertising, Marketing
Education
University of Central Florida
Bachelor of Science, Business Administration, Marketing
Craig A. Watts, RFC's LPL Finanical Experience August 2004 - January 2010
Job Registered Financial Consultant, Comprehensive Financial & Retirement Planner, Partner/CoFounder at WINGO & WATTS
Industry Investment Management
Experience
WINGO & WATTS January 2010 - Present
WINGO & WATTS January 2010 - Present
WINGO & WATTS January 2010 - Present
WINGO & WATTS January 2010 - Present
WINGO & WATTS January 2010 - Present
LPL Finanical August 2004 - January 2010
AmSouth Bank August 2000 - August 2004
Skills
Wealth Management, Financial Planning, Strategic Financial..., Investments, Finance, Estate Planning, Retirement Planning, Retirement, Wealth, Life Insurance, Financial Planners, Securities, 401k, Asset Allocation, Financial Advisory, Financial Services
Education
Louisiana State University in Shreveport 1994 — 1999
BS Finance, Investment Management
Minden High School 1990 — 1994
WINGO & WATTS January 2010 - Present
WINGO & WATTS January 2010 - Present
WINGO & WATTS January 2010 - Present
WINGO & WATTS January 2010 - Present
WINGO & WATTS January 2010 - Present
LPL Finanical August 2004 - January 2010
AmSouth Bank August 2000 - August 2004
Skills
Wealth Management, Financial Planning, Strategic Financial..., Investments, Finance, Estate Planning, Retirement Planning, Retirement, Wealth, Life Insurance, Financial Planners, Securities, 401k, Asset Allocation, Financial Advisory, Financial Services
Education
Louisiana State University in Shreveport 1994 — 1999
BS Finance, Investment Management
Minden High School 1990 — 1994
Nasir Jaffry' ChFC, LUTCF's LPL Finanical Experience 2000 - 2003
Job Financial Advisor guiding Physicions, Dentists, Business owners and Executives reach their Financial Life Goals.
Industry Financial Services
Experience
RNZ Wealth Management Group' LLC 1998 - Present
LPL Finanical 2000 - 2003
MetLife 1998 - 2000
Skills
Retirement Planning, Strategic Financial..., Mutual Funds, Estate Planning, Financial Advisory, Series 7, 401k Rollovers, IRAs, Series 65, Investment Advisory, Wealth Management..., 401k, ETFs, Bonds, Series 63, Financial Goals, Series 24, Series 6, Investments, wealth Advisor
Education
The American College
ChFC, LUTCF, Financial Planning and Services
University of the Punjab, Lahore
Bachelor's degree, Political Science and Government
RNZ Wealth Management Group' LLC 1998 - Present
LPL Finanical 2000 - 2003
MetLife 1998 - 2000
Skills
Retirement Planning, Strategic Financial..., Mutual Funds, Estate Planning, Financial Advisory, Series 7, 401k Rollovers, IRAs, Series 65, Investment Advisory, Wealth Management..., 401k, ETFs, Bonds, Series 63, Financial Goals, Series 24, Series 6, Investments, wealth Advisor
Education
The American College
ChFC, LUTCF, Financial Planning and Services
University of the Punjab, Lahore
Bachelor's degree, Political Science and Government
Betsy Ford Betsy Ford's LPL Finanical Experience March 2011 - July 2014
Job Financial Consultant
Industry Financial Services
Experience
Ford Investment Strategies July 2014 - Present
LPL Finanical March 2011 - July 2014
Edward Jones May 2005 - March 2011
Education
Augustana University (SD) 1969 — 1973
Bachelor's degree, Education
Ford Investment Strategies July 2014 - Present
LPL Finanical March 2011 - July 2014
Edward Jones May 2005 - March 2011
Education
Augustana University (SD) 1969 — 1973
Bachelor's degree, Education
Alexander Overbeek Alexander Overbeek's LPL Finanical Experience August 2013 - February 2015
Job Financial Services Professional at MassMutual Mid Michigan
Industry Financial Services
Experience
MassMutual MidMichigan February 2015 - Present
MML Investors, LLC March 2015 - Present
Preferred Resource Solutions June 2013 - April 2015
Sage Advisory Group June 2014 - February 2015
LPL Finanical August 2013 - February 2015
Rainbow Grill May 2011 - June 2013
Education
Davenport University 2013 — 2015
Bachelor's Degree, Finance, Financial Planning Specialty
Covenant Christian Highschool 2010 — 2013
Highschool Diploma
MassMutual MidMichigan February 2015 - Present
MML Investors, LLC March 2015 - Present
Preferred Resource Solutions June 2013 - April 2015
Sage Advisory Group June 2014 - February 2015
LPL Finanical August 2013 - February 2015
Rainbow Grill May 2011 - June 2013
Education
Davenport University 2013 — 2015
Bachelor's Degree, Finance, Financial Planning Specialty
Covenant Christian Highschool 2010 — 2013
Highschool Diploma
Brenda Harder Brenda Harder's LPL Finanical Experience April 2001 - March 2015
Job Financial Associate at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial April 2015 - Present
LPL Finanical April 2001 - March 2015
Citizens State Bank March 1991 - March 2001
Education
College of Financial Planning 2013 — 2013
Financial Paraplanner designation, Registered Paraplanner program
Kaplan University 2007 — 2010
Bachelor’s Degree, Business Management, Emphasis in Finance
Lincoln School of Commerce 1979 — 1981
Associate’s Degree, Accounting
Thrivent Financial April 2015 - Present
LPL Finanical April 2001 - March 2015
Citizens State Bank March 1991 - March 2001
Education
College of Financial Planning 2013 — 2013
Financial Paraplanner designation, Registered Paraplanner program
Kaplan University 2007 — 2010
Bachelor’s Degree, Business Management, Emphasis in Finance
Lincoln School of Commerce 1979 — 1981
Associate’s Degree, Accounting
Jill Kramer Jill Kramer's LPL Finanical Experience September 2013 - September 2014
Job Editor/Proofreader/Writer and Literary Agent
Industry Writing and Editing
Experience
Waterside Productions August 2011 - Present
Jill Kramer Editorial 2011 - Present
Broadcast Media October 2011 - December 2014
LPL Finanical September 2013 - September 2014
Business.com July 2012 - April 2013
Hay House, Inc January 1994 - July 2011
various advertising agencies January 1993 - January 1994
Skills
Copy Editing, Copywriting, Publishing, Editorial, Proofreading, Editing, Publications, Content Development, Books, Publicity, Non-fiction, Writing, Social Media, Blogging, Creative Writing, Ebooks, Published Author, SEO, Online Publishing, Marketing Communications, Manuscript, Literature, Advertising, Fiction, Web Content, Fact-checking, Content Strategy, Publications Management, Web Writing/SEO, Freelance Writing
Education
Boston University School of Public Communication
BACHELOR OF SCIENCE, Television and Film; English Literature
Temple University
Journalism
Waterside Productions August 2011 - Present
Jill Kramer Editorial 2011 - Present
Broadcast Media October 2011 - December 2014
LPL Finanical September 2013 - September 2014
Business.com July 2012 - April 2013
Hay House, Inc January 1994 - July 2011
various advertising agencies January 1993 - January 1994
Skills
Copy Editing, Copywriting, Publishing, Editorial, Proofreading, Editing, Publications, Content Development, Books, Publicity, Non-fiction, Writing, Social Media, Blogging, Creative Writing, Ebooks, Published Author, SEO, Online Publishing, Marketing Communications, Manuscript, Literature, Advertising, Fiction, Web Content, Fact-checking, Content Strategy, Publications Management, Web Writing/SEO, Freelance Writing
Education
Boston University School of Public Communication
BACHELOR OF SCIENCE, Television and Film; English Literature
Temple University
Journalism
Matt Merzoian Matt Merzoian's LPL Finanical Experience July 2004 - April 2007
Job Advisor
Industry Financial Services
Experience
Matt Merzoian Retirement Plan Advisory Services September 2012 - Present
Wells Fargo Advisors April 2007 - September 2012
Owner Founder, Pension Resource Associates, Inc. September 1998 - July 2007
LPL Finanical July 2004 - April 2007
John Hancock Financial Services August 1992 - September 2004
Education
Carroll College 1990 — 1992
Bachelor of Arts (B.A.), Business Administration and Management, General
Fresno City College 1986 — 1989
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Matt Merzoian Retirement Plan Advisory Services September 2012 - Present
Wells Fargo Advisors April 2007 - September 2012
Owner Founder, Pension Resource Associates, Inc. September 1998 - July 2007
LPL Finanical July 2004 - April 2007
John Hancock Financial Services August 1992 - September 2004
Education
Carroll College 1990 — 1992
Bachelor of Arts (B.A.), Business Administration and Management, General
Fresno City College 1986 — 1989
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Cissy Blanchard's LPL Finanical Experience October 2001 - April 2012
Job Operations Manager at Altus Wealth Mgt
Industry Financial Services
Experience
Altus Wealth Management 2012 - Present
LPL Finanical October 2001 - April 2012
Skills
Investments, Asset Management, Mutual Funds, Strategic Financial..., Retirement, Retirement Planning, Team Building, Securities, Negotiation, FINRA, Alternative Investments, Customer Service, Wealth Management, Sales, Business Analysis, Process Improvement, Fixed Annuities, Management, Strategic Planning
Education
LSU 2015 — 2019
Bachelor of Science (BS), Finance, General
LSU 1988 — 1994
Master of Business Administration (M.B.A.), Finance, General
Altus Wealth Management 2012 - Present
LPL Finanical October 2001 - April 2012
Skills
Investments, Asset Management, Mutual Funds, Strategic Financial..., Retirement, Retirement Planning, Team Building, Securities, Negotiation, FINRA, Alternative Investments, Customer Service, Wealth Management, Sales, Business Analysis, Process Improvement, Fixed Annuities, Management, Strategic Planning
Education
LSU 2015 — 2019
Bachelor of Science (BS), Finance, General
LSU 1988 — 1994
Master of Business Administration (M.B.A.), Finance, General
Nathan Williams-Scalise's LPL Finanical Experience January 2011 - May 2011
Job Sales Manager at Deluxe Corporation
Industry Marketing and Advertising
Experience
Deluxe Corporation March 2013 - Present
Varipoint September 2011 - November 2012
Verizon Wireless December 2009 - September 2011
LPL Finanical January 2011 - May 2011
Clarion University of Pennsylvania August 2009 - May 2011
Skills
Management, Marketing, Direct Marketing, Marketing Strategy, Advertising, Employee Training, Sales, Talent Developer, Talent Acquisition, Customer Service, Recruiting, B2B Marketing, Direct Sales, Online Advertising, Marketing Communications, Account Management, Customer Retention, Email Marketing, Digital Marketing, Lead Generation, Financial Analysis, Salesforce.com, Sales Operations, Sales Presentations, Product Marketing, SEO, SEM, Hiring, Inside Sales, Google Adwords, Strategic Partnerships, Social Media Marketing, Team Motivation, Public Speaking, Microsoft Word, Microsoft Excel, Trend Analysis, Quarterly Reporting, MS Excel Pivot Tables, Microsoft Office
Education
Clarion University of Pennsylvania 2007 — 2011
Bachelor's Degree, Finance and Financial Management Services
Deluxe Corporation March 2013 - Present
Varipoint September 2011 - November 2012
Verizon Wireless December 2009 - September 2011
LPL Finanical January 2011 - May 2011
Clarion University of Pennsylvania August 2009 - May 2011
Skills
Management, Marketing, Direct Marketing, Marketing Strategy, Advertising, Employee Training, Sales, Talent Developer, Talent Acquisition, Customer Service, Recruiting, B2B Marketing, Direct Sales, Online Advertising, Marketing Communications, Account Management, Customer Retention, Email Marketing, Digital Marketing, Lead Generation, Financial Analysis, Salesforce.com, Sales Operations, Sales Presentations, Product Marketing, SEO, SEM, Hiring, Inside Sales, Google Adwords, Strategic Partnerships, Social Media Marketing, Team Motivation, Public Speaking, Microsoft Word, Microsoft Excel, Trend Analysis, Quarterly Reporting, MS Excel Pivot Tables, Microsoft Office
Education
Clarion University of Pennsylvania 2007 — 2011
Bachelor's Degree, Finance and Financial Management Services
Sarada Aragonda Sarada Aragonda's LPL Finanical Experience August 2010 - Present
Job Software at Fortigent, LLC
Industry Financial Services
Experience
LPL Finanical August 2010 - Present
Quest Software 2009 - 2010
BCBSA 2007 - 2009
washington mutual 2005 - 2007
Cingular Wirless May 2005 - August 2005
Skills
Agile Methodologies, .NET, Testing, Test Automation, C#, SQL, Quality Assurance, Software Quality..., Test Planning, Manual Testing, XML, JIRA, Scrum, SDLC, HP Quality Center, Leadership, Requirements Analysis
Education
Anna University 1998 — 2002
Bachelor's degree, Electrical, Electronics and Communications Engineering
LPL Finanical August 2010 - Present
Quest Software 2009 - 2010
BCBSA 2007 - 2009
washington mutual 2005 - 2007
Cingular Wirless May 2005 - August 2005
Skills
Agile Methodologies, .NET, Testing, Test Automation, C#, SQL, Quality Assurance, Software Quality..., Test Planning, Manual Testing, XML, JIRA, Scrum, SDLC, HP Quality Center, Leadership, Requirements Analysis
Education
Anna University 1998 — 2002
Bachelor's degree, Electrical, Electronics and Communications Engineering
Erica (Erica Czahur) Layton's LPL Finanical Experience December 2012 - May 2013
Job Client Service Coordinator/CADC Intern at Recovery Advocates of America, Inc.
Industry Mental Health Care
Experience
Recovery Advocates of America, Inc. January 2015 - Present
Pine Environmental Svc Inc August 2014 - February 2015
Hamilton Township Public Schools March 2002 - February 2015
LPL Finanical December 2012 - May 2013
Sticky Wicket July 2010 - January 2013
Work Out World February 2008 - October 2009
M&B Technolgies, LLC August 2005 - June 2006
GMIT/The Mega Group July 2000 - January 2002
Skills
Case Management, Crisis Intervention, Drug and Alcohol..., Addiction Recovery, Interventions, Substance Abuse..., Customer Service, Event Planning, Nonprofits, Community Outreach, Screening, Behavioral Health, Event Management, Public Speaking, Client Intake, Assessment, Program Development, Team Building, Volunteer Management, Referrals, Community Service, Management, Team Leadership, Fundraising, Microsoft Office, Project Planning, Microsoft Word, Social Networking, Inventory Management, Training, Social Media, Outlook, Project Management, Microsoft Excel, Data Entry, Telephone Skills, Customer Satisfaction, Facebook, Office Management, Account Management, Teamwork, Time Management, Public Relations, Marketing, Strategic Planning, Sales, Office Administration, Leadership Development, Insurance, Family Therapy
Education
Recovery Advocates of America 2014 — 2015
CADC, Addiction Prevention and Treatment
Hamilton West
Mercer County Community College
Recovery Advocates of America, Inc. January 2015 - Present
Pine Environmental Svc Inc August 2014 - February 2015
Hamilton Township Public Schools March 2002 - February 2015
LPL Finanical December 2012 - May 2013
Sticky Wicket July 2010 - January 2013
Work Out World February 2008 - October 2009
M&B Technolgies, LLC August 2005 - June 2006
GMIT/The Mega Group July 2000 - January 2002
Skills
Case Management, Crisis Intervention, Drug and Alcohol..., Addiction Recovery, Interventions, Substance Abuse..., Customer Service, Event Planning, Nonprofits, Community Outreach, Screening, Behavioral Health, Event Management, Public Speaking, Client Intake, Assessment, Program Development, Team Building, Volunteer Management, Referrals, Community Service, Management, Team Leadership, Fundraising, Microsoft Office, Project Planning, Microsoft Word, Social Networking, Inventory Management, Training, Social Media, Outlook, Project Management, Microsoft Excel, Data Entry, Telephone Skills, Customer Satisfaction, Facebook, Office Management, Account Management, Teamwork, Time Management, Public Relations, Marketing, Strategic Planning, Sales, Office Administration, Leadership Development, Insurance, Family Therapy
Education
Recovery Advocates of America 2014 — 2015
CADC, Addiction Prevention and Treatment
Hamilton West
Mercer County Community College
Philip Winkler Philip Winkler's LPL Finanical Experience January 2010 - January 2013
Job Primary Financial Company LLC, Insurance Brokerage Manager, Financial Representative
Industry Insurance
Experience
Primary Financial Financial RepresentativePrimary FinancialFebruary 2013 - Present
LPL Finanical January 2010 - January 2013
New England Financial August 2000 - January 2010
Skills
Life Insurance, IRAs, Long Term Care Insurance, Key Person Insurance, Sales, Sales Management, Leadership, Analysis, Risk Management, Retirement Planning, Defined Benefit, Group Health Insurance, 401k
Education
New Jersey City University 1994 — 1998
Bachelor's Degree, Criminal Justice/Police Science
Primary Financial Financial RepresentativePrimary FinancialFebruary 2013 - Present
LPL Finanical January 2010 - January 2013
New England Financial August 2000 - January 2010
Skills
Life Insurance, IRAs, Long Term Care Insurance, Key Person Insurance, Sales, Sales Management, Leadership, Analysis, Risk Management, Retirement Planning, Defined Benefit, Group Health Insurance, 401k
Education
New Jersey City University 1994 — 1998
Bachelor's Degree, Criminal Justice/Police Science
David Sechrest's LPL Finanical Experience October 2014 - November 2014
Job Office 365 Ambassador at Experis
Industry Information Technology and Services
Experience
Experis September 2015 - Present
NDN Geek Tech Support February 2012 - Present
Monarch Bank & Mortgage February 2015 - July 2015
LPL Finanical October 2014 - November 2014
Carolinas Healthcare System December 2013 - March 2014
Netsafe Solutions May 2013 - August 2013
ITT Technical Institute August 2012 - May 2013
ITT Technical Institute June 2011 - August 2012
Fuel Pizza April 2007 - August 2010
Domino's Pizza February 2000 - February 2007
Skills
Software Installation, Windows 7, Help Desk Support, Troubleshooting, Computer Repair, Laptops, Computer Hardware, Windows Server, XP, Virtualization, Customer Service, Printers, DHCP, Windows XP, Hardware, Remote Desktop, Network Administration, Windows, Microsoft Office, Active Directory, Operating Systems, Windows XP Pro, Wireless Networking, Viruses, OS X, Campus, Software, Computer Maintenance, VMware, Social Media Marketing, Office 365, Networking, Technical Support, Windows Vista, Microsoft Exchange, Servers, Information Technology, Management, System Administration
Education
ITT Technical Institute-Charlotte South 2013 — 2015
Information Cyber Security, Computer and Information Systems Security/Information Assurance
ITT Technical Institute 2011 — 2013
Associates of Applied Science, Information Technology; Computer Networking Systems, 3.7
Experis September 2015 - Present
NDN Geek Tech Support February 2012 - Present
Monarch Bank & Mortgage February 2015 - July 2015
LPL Finanical October 2014 - November 2014
Carolinas Healthcare System December 2013 - March 2014
Netsafe Solutions May 2013 - August 2013
ITT Technical Institute August 2012 - May 2013
ITT Technical Institute June 2011 - August 2012
Fuel Pizza April 2007 - August 2010
Domino's Pizza February 2000 - February 2007
Skills
Software Installation, Windows 7, Help Desk Support, Troubleshooting, Computer Repair, Laptops, Computer Hardware, Windows Server, XP, Virtualization, Customer Service, Printers, DHCP, Windows XP, Hardware, Remote Desktop, Network Administration, Windows, Microsoft Office, Active Directory, Operating Systems, Windows XP Pro, Wireless Networking, Viruses, OS X, Campus, Software, Computer Maintenance, VMware, Social Media Marketing, Office 365, Networking, Technical Support, Windows Vista, Microsoft Exchange, Servers, Information Technology, Management, System Administration
Education
ITT Technical Institute-Charlotte South 2013 — 2015
Information Cyber Security, Computer and Information Systems Security/Information Assurance
ITT Technical Institute 2011 — 2013
Associates of Applied Science, Information Technology; Computer Networking Systems, 3.7
Danielle Graham Lyons's LPL Finanical Experience July 2000 - July 2004
Job Credit Suisse Private Banking
Industry Financial Services
Experience
Merrill Lynch February 2010 - May 2013
Credit Suisse August 2005 - February 2010
Matawan Aberdeen School District August 2003 - August 2005
LPL Finanical July 2000 - July 2004
Donaldson, Lufkin & Jenrette July 1997 - July 2000
Donaldson, Lufkin & Jenrette December 1991 - July 1997
Skills
Investments, Management, Finance, Trading, Leadership, Equities, Wealth Management, Asset Management, Fixed Income, Portfolio Management
Education
Monmouth University
Master of Education (MEd), Elementary Education and Teaching
Rumson Fair Haven Regional High School
Saint Mary's College
Bachelor of Arts (BA), Communication, General
Merrill Lynch February 2010 - May 2013
Credit Suisse August 2005 - February 2010
Matawan Aberdeen School District August 2003 - August 2005
LPL Finanical July 2000 - July 2004
Donaldson, Lufkin & Jenrette July 1997 - July 2000
Donaldson, Lufkin & Jenrette December 1991 - July 1997
Skills
Investments, Management, Finance, Trading, Leadership, Equities, Wealth Management, Asset Management, Fixed Income, Portfolio Management
Education
Monmouth University
Master of Education (MEd), Elementary Education and Teaching
Rumson Fair Haven Regional High School
Saint Mary's College
Bachelor of Arts (BA), Communication, General
Clorinda Espinoza Clorinda Espinoza's LPL Finanical Experience December 2010 - Present
Job Associate Analyst LPL Finanical
Industry Financial Services
Experience
LPL Finanical December 2010 - Present
LPL Financial July 2010 - Present
Science Applied International Corporation December 2008 - January 2010
San Diego Unified School District September 2007 - December 2007
Scripps Health December 1998 - May 2007
Skills
Microsoft Excel, Management, PowerPoint, Outlook, Customer Service, Databases, Data Analysis, Testing, Analysis, Research, Finance, Program Management, Marketing, Account Reconciliation, Accounting
Education
San Diego Miramar College 1988 — 1991
AA Degree, Psychology
University of California, Berkeley
BA Degree, Psychology
University of California, San Diego
Psychology
LPL Finanical December 2010 - Present
LPL Financial July 2010 - Present
Science Applied International Corporation December 2008 - January 2010
San Diego Unified School District September 2007 - December 2007
Scripps Health December 1998 - May 2007
Skills
Microsoft Excel, Management, PowerPoint, Outlook, Customer Service, Databases, Data Analysis, Testing, Analysis, Research, Finance, Program Management, Marketing, Account Reconciliation, Accounting
Education
San Diego Miramar College 1988 — 1991
AA Degree, Psychology
University of California, Berkeley
BA Degree, Psychology
University of California, San Diego
Psychology
Dean Elliott's LPL Finanical Experience June 1996 - February 2009
Job Financial Advisor for the High Net Worth for over 17 years in Colorado, New Mexico and Texas
Industry Financial Services
Experience
Global Wealth Advisors June 1996 - Present
LPL Finanical June 1996 - February 2009
United States Marine Corps June 1990 - May 1994
Skills
Retirement Planning, Multi-generational..., Wealth Preservation..., Personal Financial..., Tax-advantaged..., Wealth Accumulation..., Estate Preservation, Tax Free Income, Guaranteed Lifetime..., 401k Rollovers, SEP IRA, Roth IRA, Simple IRA, Traditional IRA, Permanent Life Insurance, Key Person Protection, Individual Pension Plans, Charitable Gift..., Charitable Remainder..., Separately Managed..., Wrap Accounts, Paraplanning
Education
University of Houston-Clear Lake 1997 — 1999
Bachelor of Science, Finance
Global Wealth Advisors June 1996 - Present
LPL Finanical June 1996 - February 2009
United States Marine Corps June 1990 - May 1994
Skills
Retirement Planning, Multi-generational..., Wealth Preservation..., Personal Financial..., Tax-advantaged..., Wealth Accumulation..., Estate Preservation, Tax Free Income, Guaranteed Lifetime..., 401k Rollovers, SEP IRA, Roth IRA, Simple IRA, Traditional IRA, Permanent Life Insurance, Key Person Protection, Individual Pension Plans, Charitable Gift..., Charitable Remainder..., Separately Managed..., Wrap Accounts, Paraplanning
Education
University of Houston-Clear Lake 1997 — 1999
Bachelor of Science, Finance
Dylan Whitehead Dylan Whitehead's LPL Finanical Experience October 2014 - Present
Job Governance, Risk, & Compliance Analyst at LPL Finanical
Industry Financial Services
Experience
LPL Finanical October 2014 - Present
LPL Financial May 2012 - October 2014
LPL Finanical November 2008 - May 2012
LPL Financial August 2007 - November 2008
IBM July 2004 - August 2007
Wachovia July 1999 - November 2002
Skills
Visio, Banking, Business Analysis, Process Improvement, Financial Services, Technical Support, Software Installation, Testing, Quality Assurance, System Administration, IT Operations, XP, Data Center, Operating Systems, Integration, Troubleshooting, Hardware, Windows, Program Management, Networking, Requirements Analysis, Access, Software Documentation, Training, Databases, Computer Hardware, Information Technology, IT Management, Call Centers, Vendor Management
Education
Johnson C. Smith University - JCSU 1997 — 2002
Bachelor's of Science, Computer Engineering
LPL Finanical October 2014 - Present
LPL Financial May 2012 - October 2014
LPL Finanical November 2008 - May 2012
LPL Financial August 2007 - November 2008
IBM July 2004 - August 2007
Wachovia July 1999 - November 2002
Skills
Visio, Banking, Business Analysis, Process Improvement, Financial Services, Technical Support, Software Installation, Testing, Quality Assurance, System Administration, IT Operations, XP, Data Center, Operating Systems, Integration, Troubleshooting, Hardware, Windows, Program Management, Networking, Requirements Analysis, Access, Software Documentation, Training, Databases, Computer Hardware, Information Technology, IT Management, Call Centers, Vendor Management
Education
Johnson C. Smith University - JCSU 1997 — 2002
Bachelor's of Science, Computer Engineering
Nicole Robideau Nicole Robideau's LPL Finanical Experience February 2011 - January 2014
Job Associate Integration Manager at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2014 - Present
LPL Finanical February 2011 - January 2014
Wells Fargo Capital Finance January 2010 - February 2011
Sunglass Hut 2006 - 2010
Skills
Customer Service, Investments, Process Improvement, Banking, Financial Analysis, Team Building, Strategic Planning, Project Management, Microsoft Excel, Microsoft Office, Small Business, Salesforce.com, Business Development, Sales Management, Sales, Vendor Management, Management, PowerPoint, Account Management, Coaching, Leadership, Financial Services, Risk Management, Series 63, Series 7, IRAs
Education
Central Piedmont Community College
LPL Financial January 2014 - Present
LPL Finanical February 2011 - January 2014
Wells Fargo Capital Finance January 2010 - February 2011
Sunglass Hut 2006 - 2010
Skills
Customer Service, Investments, Process Improvement, Banking, Financial Analysis, Team Building, Strategic Planning, Project Management, Microsoft Excel, Microsoft Office, Small Business, Salesforce.com, Business Development, Sales Management, Sales, Vendor Management, Management, PowerPoint, Account Management, Coaching, Leadership, Financial Services, Risk Management, Series 63, Series 7, IRAs
Education
Central Piedmont Community College
Roiri Butler's LPL Finanical Experience December 2007 - March 2010
Job Licensed Investment Consultant
Industry Financial Services
Experience
Scottrade March 2014 - Present
LPL Financial December 2012 - February 2014
LPL Financial March 2010 - December 2012
LPL Finanical December 2007 - March 2010
LPL Finanical November 2006 - December 2007
Skills
Mutual Funds, Series 7, Series 63, Securities, 401k, Financial Services, Customer Service, Series 6, FINRA, Equities, Fixed Annuities, IRAs, Retirement Planning, People Management, Relationship Management, Process Improvement, Investments, Financial Advisory, Banking, Retirement, Asset Managment, Asset Allocation, Alternative Investments, Investment Advisory, Uniform Combined State..., Series 24
Education
CUNY New York City College of Technology
Scottrade March 2014 - Present
LPL Financial December 2012 - February 2014
LPL Financial March 2010 - December 2012
LPL Finanical December 2007 - March 2010
LPL Finanical November 2006 - December 2007
Skills
Mutual Funds, Series 7, Series 63, Securities, 401k, Financial Services, Customer Service, Series 6, FINRA, Equities, Fixed Annuities, IRAs, Retirement Planning, People Management, Relationship Management, Process Improvement, Investments, Financial Advisory, Banking, Retirement, Asset Managment, Asset Allocation, Alternative Investments, Investment Advisory, Uniform Combined State..., Series 24
Education
CUNY New York City College of Technology
Kevin Winsjansen Kevin Winsjansen's LPL Finanical Experience November 2013 - December 2013
Job Happily working at Wells Fargo as an Accounting Specialist in Charlotte
Industry Accounting
Experience
Wells Fargo Insurance Services May 2012 - Present
LPL Finanical November 2013 - December 2013
Kelly Services (Client - OnStar) December 2011 - April 2012
Kelly Services (Client - OnStar) February 2011 - November 2011
Prime Auto Care 2010 - 2011
Skills
Advertising Research, Advertising, Direct Marketing, Direct Sales, Marketing Communications, Marketing, Marketing Research, Marketing Strategy, Product Marketing, Sales, Salesforce.com, Sales Management, Sales Presentations, Social Media, Microsoft Excel, Accounting, Insurance, Social Networking
Education
Albion College 2002 — 2006
Bachelor of Arts (B.A.), Philosophy and Management (Marketing)
Flat Rock High School 1999 — 2002
HS Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Wells Fargo Insurance Services May 2012 - Present
LPL Finanical November 2013 - December 2013
Kelly Services (Client - OnStar) December 2011 - April 2012
Kelly Services (Client - OnStar) February 2011 - November 2011
Prime Auto Care 2010 - 2011
Skills
Advertising Research, Advertising, Direct Marketing, Direct Sales, Marketing Communications, Marketing, Marketing Research, Marketing Strategy, Product Marketing, Sales, Salesforce.com, Sales Management, Sales Presentations, Social Media, Microsoft Excel, Accounting, Insurance, Social Networking
Education
Albion College 2002 — 2006
Bachelor of Arts (B.A.), Philosophy and Management (Marketing)
Flat Rock High School 1999 — 2002
HS Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Anthony Anselmo's LPL Finanical Experience December 2011 - April 2012
Job Lead Sales Associate of Muscle Genesis LLC
Industry Investment Banking
Experience
Muscle Genesis LLC October 2013 - Present
Self-Employed 2009 - Present
Equities & Derivatives Trader April 2011 - Present
Dun and Bradstreet August 2014 - December 2014
LPL Finanical December 2011 - April 2012
Rockland Baked Goods Distributor June 2010 - August 2011
GNC September 2010 - April 2011
Skills
Sports Nutrition, Personal Training, Microsoft Excel, Entrepreneurship, Finance, Investments, PowerPoint, Retail Sales, Communication, Personal Development, Motivational Speaking, Motivation, Resourceful..., Analysis, Financial Analysis
Education
Binghamton University 2012 — 2014
Bachelor of Science (B.S.), Economics specializing in Financial Economics
Rockland Community College 2010 — 2012
Liberal Arts in Math and Science, MTS Honors Program Liberal Arts in Math and Science, 3.77
Coursera.org
Independent Study
Wall Street Prep Financial and Valuation Modeling
Muscle Genesis LLC October 2013 - Present
Self-Employed 2009 - Present
Equities & Derivatives Trader April 2011 - Present
Dun and Bradstreet August 2014 - December 2014
LPL Finanical December 2011 - April 2012
Rockland Baked Goods Distributor June 2010 - August 2011
GNC September 2010 - April 2011
Skills
Sports Nutrition, Personal Training, Microsoft Excel, Entrepreneurship, Finance, Investments, PowerPoint, Retail Sales, Communication, Personal Development, Motivational Speaking, Motivation, Resourceful..., Analysis, Financial Analysis
Education
Binghamton University 2012 — 2014
Bachelor of Science (B.S.), Economics specializing in Financial Economics
Rockland Community College 2010 — 2012
Liberal Arts in Math and Science, MTS Honors Program Liberal Arts in Math and Science, 3.77
Coursera.org
Independent Study
Wall Street Prep Financial and Valuation Modeling
Marc Pearl's LPL Finanical Experience February 2012 - October 2013
Job Sales at Red Door IT Partners, INC
Industry Financial Services
Experience
Red Door IT Partners, INC September 2015 - Present
Wells Fargo Advisors October 2013 - June 2015
Pearl Wealth Management February 2012 - October 2013
LPL Finanical February 2012 - October 2013
First Northern Bank 2002 - 2012
AXA Advisors 2000 - 2002
The Money Store 1997 - 2000
Wells Fargo 1990 - 1997
Skills
Investments, Securities, Financial Advisory, Investment Advisory, Series 7, Retirement Planning, Wealth Management, Finance, Portfolio Management, Asset Management, Mutual Funds, Asset Allocation, Retirement, Small Business, Investment Strategies, 401k, FINRA, Health In, C#, Java, HTML5, Management, Insurance, Risk Management, Financial Planning, Strategy, Strategic Planning
Education
National University
Bachelor of Science (BS), Information Technology
Red Door IT Partners, INC September 2015 - Present
Wells Fargo Advisors October 2013 - June 2015
Pearl Wealth Management February 2012 - October 2013
LPL Finanical February 2012 - October 2013
First Northern Bank 2002 - 2012
AXA Advisors 2000 - 2002
The Money Store 1997 - 2000
Wells Fargo 1990 - 1997
Skills
Investments, Securities, Financial Advisory, Investment Advisory, Series 7, Retirement Planning, Wealth Management, Finance, Portfolio Management, Asset Management, Mutual Funds, Asset Allocation, Retirement, Small Business, Investment Strategies, 401k, FINRA, Health In, C#, Java, HTML5, Management, Insurance, Risk Management, Financial Planning, Strategy, Strategic Planning
Education
National University
Bachelor of Science (BS), Information Technology
Erin Roy Erin Roy's LPL Finanical Experience June 2013 - August 2013
Job Student at Lafayette College
Industry
Experience
Vitech Systems Group June 2015 - Present
Lafayette College January 2014 - Present
Bloomingdale's May 2014 - May 2015
LPL Finanical June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Salesforce.com, Social Media, Customer Service, Microsoft Word, PowerPoint, Leadership
Education
Lafayette College 2011 — 2015
Bachelor’s Degree, Economics
Vitech Systems Group June 2015 - Present
Lafayette College January 2014 - Present
Bloomingdale's May 2014 - May 2015
LPL Finanical June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Salesforce.com, Social Media, Customer Service, Microsoft Word, PowerPoint, Leadership
Education
Lafayette College 2011 — 2015
Bachelor’s Degree, Economics
Nathan Medina Nathan Medina's LPL Finanical Experience
Job CERTIFIED FINANCIAL PLANNER at LPL Finanical
Industry Financial Services
Experience
LPL Finanical
Skills
Retirement Planning, Investments, Financial Advisory, Financial Services, Finance, Tax, Personal Finance
Education
San Diego State University-California State University 1993 — 1997
Bachelor's degree, Finance
LPL Finanical
Skills
Retirement Planning, Investments, Financial Advisory, Financial Services, Finance, Tax, Personal Finance
Education
San Diego State University-California State University 1993 — 1997
Bachelor's degree, Finance
Timothy Lull Timothy Lull's LPL Finanical Experience November 2002 - May 2003
Job Director of Sales Software as a Service at EBSCO Information Services
Industry Computer Software
Experience
EBSCO Information Services March 2015 - Present
EBSCO Information Services June 2013 - March 2015
EBSCO Publishing February 2013 - June 2013
EBSCO Publishing November 2011 - January 2013
Fusion Trade November 2009 - November 2011
Magic Touch Contractors April 2003 - December 2009
LPL Finanical November 2002 - May 2003
EBSCO Publishing June 2000 - October 2002
Skills
Sales Process, Solution Selling, Sales Operations, Key Account Management, Cold Calling, Lead Generation, Marketing, SaaS, Sales Presentations, Selling, Customer Satisfaction, Negotiation, Customer Retention, Business Strategy, Social Networking, Marketing Communications, Building Relationships, Sales
Education
Norwich University 1994 — 2000
Bachelor of Science, Communications
EBSCO Information Services March 2015 - Present
EBSCO Information Services June 2013 - March 2015
EBSCO Publishing February 2013 - June 2013
EBSCO Publishing November 2011 - January 2013
Fusion Trade November 2009 - November 2011
Magic Touch Contractors April 2003 - December 2009
LPL Finanical November 2002 - May 2003
EBSCO Publishing June 2000 - October 2002
Skills
Sales Process, Solution Selling, Sales Operations, Key Account Management, Cold Calling, Lead Generation, Marketing, SaaS, Sales Presentations, Selling, Customer Satisfaction, Negotiation, Customer Retention, Business Strategy, Social Networking, Marketing Communications, Building Relationships, Sales
Education
Norwich University 1994 — 2000
Bachelor of Science, Communications
Katie DeCaria Katie DeCaria's LPL Finanical Experience September 1998 - May 2001
Job Costume Assistant at Pittsburgh Ballet Theatre
Industry Entertainment
Experience
It Works Global April 2015 - Present
Pittsburgh Ballet Theatre November 2014 - Present
Pittsburgh Ballet Theatre July 2005 - November 2014
Tri State Medical 2001 - 2005
LPL Finanical September 1998 - May 2001
Skills
Non-profits, Event Planning, Arts Administration, Microsoft Office, Social Media, Social Media Marketing, Nonprofits, Historical Restoration, Dyeing, Event Management, Theatre, Ballet, Visual Arts, Performing Arts, Microsoft Excel, Sewing, PowerPoint, Fundraising, Computers, Public Relations, Historical Research, Customer Service, Vintage Clothing
Education
West Virginia University 2005 — 2007
Master, Cultural Resource Management
Fairmont State University 2001 — 2005
Bachelor, Fashion Design, Marketing, Merchandising
It Works Global April 2015 - Present
Pittsburgh Ballet Theatre November 2014 - Present
Pittsburgh Ballet Theatre July 2005 - November 2014
Tri State Medical 2001 - 2005
LPL Finanical September 1998 - May 2001
Skills
Non-profits, Event Planning, Arts Administration, Microsoft Office, Social Media, Social Media Marketing, Nonprofits, Historical Restoration, Dyeing, Event Management, Theatre, Ballet, Visual Arts, Performing Arts, Microsoft Excel, Sewing, PowerPoint, Fundraising, Computers, Public Relations, Historical Research, Customer Service, Vintage Clothing
Education
West Virginia University 2005 — 2007
Master, Cultural Resource Management
Fairmont State University 2001 — 2005
Bachelor, Fashion Design, Marketing, Merchandising
Antwain Daniels Antwain Daniels's LPL Finanical Experience May 2012 - February 2014
Job Senior Business Consultant Internal Relationship Manager
Industry Financial Services
Experience
LPL Financial February 2014 - Present
LPL Finanical May 2012 - February 2014
LPL Financial February 2010 - May 2012
LPL Financial November 2007 - January 2010
Vanguard July 2006 - November 2007
Skills
•I have strong..., •Ability to..., •Effective..., •Create training..., •Creative thinker., •Proven track record..., Management, Investments, Call Center, Microsoft Excel, Customer Satisfaction, Financial Services, Call Centers, Customer Service, Training, Policy, Business Development, CRM, Finance, Leadership, Securities, Public Speaking, Relationship Management, Mutual Funds, Microsoft Office, Consulting
Education
Benedict College 2000 — 2005
Bachelor's of Science, Computer Science
Technical College of the Lowcountry 1998 — 2000
CAD/CADD Drafting and/or Design Technology/Technician
Battery Creek High School 1996 — 2000
High School Diploma
LPL Financial February 2014 - Present
LPL Finanical May 2012 - February 2014
LPL Financial February 2010 - May 2012
LPL Financial November 2007 - January 2010
Vanguard July 2006 - November 2007
Skills
•I have strong..., •Ability to..., •Effective..., •Create training..., •Creative thinker., •Proven track record..., Management, Investments, Call Center, Microsoft Excel, Customer Satisfaction, Financial Services, Call Centers, Customer Service, Training, Policy, Business Development, CRM, Finance, Leadership, Securities, Public Speaking, Relationship Management, Mutual Funds, Microsoft Office, Consulting
Education
Benedict College 2000 — 2005
Bachelor's of Science, Computer Science
Technical College of the Lowcountry 1998 — 2000
CAD/CADD Drafting and/or Design Technology/Technician
Battery Creek High School 1996 — 2000
High School Diploma
Ernie Isbell, Col USA Ret's LPL Finanical Experience 2000 - Present
Job LPL Financial Registered Principal
Industry Financial Services
Experience
LPL Financial November 2000 - Present
LPL Finanical 2000 - Present
Edward Jones April 1993 - October 2000
United States Army October 1959 - September 1990
Skills
Series 7, Securities, Retirement Planning, Investments, Financial Services, Series 63, Mutual Funds, Wealth Management, FINRA, Investment Advisory, Asset Allocation, Management, Asset Management, Financial Planning, Financial Advisory, Retirement, Portfolio Management, Finance, Alternative Investments
Education
Troy University
LPL Financial November 2000 - Present
LPL Finanical 2000 - Present
Edward Jones April 1993 - October 2000
United States Army October 1959 - September 1990
Skills
Series 7, Securities, Retirement Planning, Investments, Financial Services, Series 63, Mutual Funds, Wealth Management, FINRA, Investment Advisory, Asset Allocation, Management, Asset Management, Financial Planning, Financial Advisory, Retirement, Portfolio Management, Finance, Alternative Investments
Education
Troy University
Denise Padovani Denise Padovani's LPL Finanical Experience March 2014 - Present
Job Wealth Management Advisor
Industry Financial Services
Experience
LPL Finanical March 2014 - Present
Mechanics Investment Services/Mechanics Bank/Wealth Management April 2013 - February 2014
Ameriprise Financial Services, Inc. April 2010 - April 2013
US Bancorp January 2005 - April 2010
Cal Fed Investments/Citicorp Investments November 1993 - November 2004
Skills
Investments, Insurance, Retirement Planning, Risk Management, Series 7, Banking, Financial Risk, Leadership, Asset Allocation, Mutual Funds, Portfolio Management, Asset Management, Wealth Management, Financial Services, Series 63, Fixed Income, Mortgage Lending, Finance, Strategic Financial..., Investment Advisory, Securities, Financial Advisory, Loans, Equities, Credit, Alternative Investments, Investment Management
Education
UC Berkeley 1988 — 1991
Bachelor of Arts, Philosophy
LPL Finanical March 2014 - Present
Mechanics Investment Services/Mechanics Bank/Wealth Management April 2013 - February 2014
Ameriprise Financial Services, Inc. April 2010 - April 2013
US Bancorp January 2005 - April 2010
Cal Fed Investments/Citicorp Investments November 1993 - November 2004
Skills
Investments, Insurance, Retirement Planning, Risk Management, Series 7, Banking, Financial Risk, Leadership, Asset Allocation, Mutual Funds, Portfolio Management, Asset Management, Wealth Management, Financial Services, Series 63, Fixed Income, Mortgage Lending, Finance, Strategic Financial..., Investment Advisory, Securities, Financial Advisory, Loans, Equities, Credit, Alternative Investments, Investment Management
Education
UC Berkeley 1988 — 1991
Bachelor of Arts, Philosophy
Pat Robertson Pat Robertson's LPL Finanical Experience July 2008 - August 2010
Job Financial Consultant at Dixon & Company
Industry Financial Services
Experience
Dixon & Company August 2010 - Present
LPL Finanical July 2008 - August 2010
Raymond James Financial Inc. July 2000 - June 2006
New England Financial July 1988 - December 1998
New England Financial June 1978 - July 1987
Skills
Banking, Financial Analysis, Risk Management, Financial Modeling, Financial Risk, Commercial Banking, Credit Analysis, Wealth Management, Investments, Corporate Finance, Portfolio Management, Mortgage Lending, Loans, New Business Development, Management Team Building, Marketing and Sales..., Strategic Planning, Goal Setting, Productivity and..., Executive Presentation..., Financial Planning and..., Recruitment and..., Series 7, Mutual Funds, Investment Advisory, Strategic Financial..., Mergers & Acquisitions, Series 63, Asset Management, Financial Advisory, Finance, Team Building, Retirement Planning, Series 6, Retirement, Valuation, Financial Services, Fixed Annuities, Private Equity, Securities, Venture Capital, Executive Management, Management, Life Insurance, Insurance, Business Strategy, Asset Allocation, Estate Planning, 401k, Business Planning
Education
Georgia Southern University 1978 — 1982
Bachelor of Business Administration (B.B.A.), Business Administration Finance & Insurance
Benedictine Military School 1975 — 1978
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Blessed Sacrament 1968 — 1974
Graduate, Religion/Religious Studies
Dixon & Company August 2010 - Present
LPL Finanical July 2008 - August 2010
Raymond James Financial Inc. July 2000 - June 2006
New England Financial July 1988 - December 1998
New England Financial June 1978 - July 1987
Skills
Banking, Financial Analysis, Risk Management, Financial Modeling, Financial Risk, Commercial Banking, Credit Analysis, Wealth Management, Investments, Corporate Finance, Portfolio Management, Mortgage Lending, Loans, New Business Development, Management Team Building, Marketing and Sales..., Strategic Planning, Goal Setting, Productivity and..., Executive Presentation..., Financial Planning and..., Recruitment and..., Series 7, Mutual Funds, Investment Advisory, Strategic Financial..., Mergers & Acquisitions, Series 63, Asset Management, Financial Advisory, Finance, Team Building, Retirement Planning, Series 6, Retirement, Valuation, Financial Services, Fixed Annuities, Private Equity, Securities, Venture Capital, Executive Management, Management, Life Insurance, Insurance, Business Strategy, Asset Allocation, Estate Planning, 401k, Business Planning
Education
Georgia Southern University 1978 — 1982
Bachelor of Business Administration (B.B.A.), Business Administration Finance & Insurance
Benedictine Military School 1975 — 1978
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Blessed Sacrament 1968 — 1974
Graduate, Religion/Religious Studies
Lance Hull's LPL Finanical Experience December 2013 - Present
Job AVP Business Technology Services
Industry Financial Services
Experience
LPL Finanical December 2013 - Present
Skills
Program Management, Project Portfolio..., Agile Methodologies, SDLC, Software Project..., Cross-functional Team..., Project Management, Business Process, Business Analysis, Business Process..., Process Improvement, Business Intelligence, Leadership, Vendor Management, MS Project, Integration, PMP, PMO, Software Development
Education
University of Colorado Boulder
University of Colorado at Denver
BS
LPL Finanical December 2013 - Present
Skills
Program Management, Project Portfolio..., Agile Methodologies, SDLC, Software Project..., Cross-functional Team..., Project Management, Business Process, Business Analysis, Business Process..., Process Improvement, Business Intelligence, Leadership, Vendor Management, MS Project, Integration, PMP, PMO, Software Development
Education
University of Colorado Boulder
University of Colorado at Denver
BS
Thomas Gooley's LPL Finanical Experience June 2015 - Present
Job Financial Services Executive
Industry Financial Services
Experience
LPL Finanical June 2015 - Present
TIAA-CREF August 2014 - June 2015
Morgan Stanley & Co. Inc. June 2008 - December 2013
Banc of America Securities, LLC February 2006 - May 2008
Goldman Sachs & Co. 1994 - 2006
Johannesson & Associates Consulting S.A. 1991 - 1992
IBM Deutschland GmbH 1989 - 1990
M & J Business Services Centre Ltd. 1988 - 1988
AIESEC-United States, Inc. 1987 - 1988
Skills
Equities, Management, Fixed Income, Wealth Management, Capital Markets, Securities, Hedge Funds, Derivatives, Prime Brokerage, Trading Systems, Alternative Investments, Series 7, Investment Banking, Financial Services, Electronic Trading, Middle Office, Securities Lending, Financial Markets, Asset Management, Trading, Options, Strategy, Due Diligence, Change Management, Mergers & Acquisitions, Cross-functional Team...
Education
University of Pennsylvania - The Wharton School 1992 — 1994
Master of Business Administration (MBA), Finance and Strategic Management
University of California, Berkeley 1984 — 1987
BA, Political Science and Economics
LPL Finanical June 2015 - Present
TIAA-CREF August 2014 - June 2015
Morgan Stanley & Co. Inc. June 2008 - December 2013
Banc of America Securities, LLC February 2006 - May 2008
Goldman Sachs & Co. 1994 - 2006
Johannesson & Associates Consulting S.A. 1991 - 1992
IBM Deutschland GmbH 1989 - 1990
M & J Business Services Centre Ltd. 1988 - 1988
AIESEC-United States, Inc. 1987 - 1988
Skills
Equities, Management, Fixed Income, Wealth Management, Capital Markets, Securities, Hedge Funds, Derivatives, Prime Brokerage, Trading Systems, Alternative Investments, Series 7, Investment Banking, Financial Services, Electronic Trading, Middle Office, Securities Lending, Financial Markets, Asset Management, Trading, Options, Strategy, Due Diligence, Change Management, Mergers & Acquisitions, Cross-functional Team...
Education
University of Pennsylvania - The Wharton School 1992 — 1994
Master of Business Administration (MBA), Finance and Strategic Management
University of California, Berkeley 1984 — 1987
BA, Political Science and Economics
Matt Meisner's LPL Finanical Experience March 2012 - Present
Job Vice President, LPL Financial
Industry Law Practice
Experience
LPL Finanical March 2012 - Present
Financial Industry Regulatory Authority September 2005 - February 2012
Arnold & Porter August 2000 - August 2005
Federal Trade Commission March 1998 - July 2000
Skills
Litigation, Competition Law, Securities, Securities Regulation, Antitrust Law, Antitrust Counseling, Financial Regulation, Legal Compliance, FINRA, Financial Services, Corporate Governance, Criminal Law, Corporate Law, Securities Litigation, FCPA, Legal Research, Legal Writing, Trade Secrets
Education
The George Washington University Law School 1992 — 1995
Doctor of Law (J.D.)
University of Massachusetts, Amherst 1988 — 1992
Bachelor of Business Administration (B.B.A.), Marketing
LPL Finanical March 2012 - Present
Financial Industry Regulatory Authority September 2005 - February 2012
Arnold & Porter August 2000 - August 2005
Federal Trade Commission March 1998 - July 2000
Skills
Litigation, Competition Law, Securities, Securities Regulation, Antitrust Law, Antitrust Counseling, Financial Regulation, Legal Compliance, FINRA, Financial Services, Corporate Governance, Criminal Law, Corporate Law, Securities Litigation, FCPA, Legal Research, Legal Writing, Trade Secrets
Education
The George Washington University Law School 1992 — 1995
Doctor of Law (J.D.)
University of Massachusetts, Amherst 1988 — 1992
Bachelor of Business Administration (B.B.A.), Marketing
Kyle Viehl's LPL Finanical Experience February 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
LPL Finanical February 2014 - Present
Edward Jones January 2011 - January 2014
Skills
Fundraising, Sales, Public Relations, Risk Management, Sports, Event Management, New Business Development, Advertising, Golf, Strategic Financial..., Retirement Planning, Investments, Leadership Development, Finance, Customer Service, Financial Analysis, Financial Planning, Insurance, Retirement, Wealth Management
Education
Southern Illinois University, Edwardsville 1988 — 1993
Bachelor's degree, Finance and Financial Management Services
LPL Finanical February 2014 - Present
Edward Jones January 2011 - January 2014
Skills
Fundraising, Sales, Public Relations, Risk Management, Sports, Event Management, New Business Development, Advertising, Golf, Strategic Financial..., Retirement Planning, Investments, Leadership Development, Finance, Customer Service, Financial Analysis, Financial Planning, Insurance, Retirement, Wealth Management
Education
Southern Illinois University, Edwardsville 1988 — 1993
Bachelor's degree, Finance and Financial Management Services
Mark Meservey's LPL Finanical Experience April 2014 - Present
Job Wealth Manager at LPL Finanical
Industry Financial Services
Experience
LPL Finanical April 2014 - Present
LPL Financial 2007 - 2015
Prosperity Bank 2007 - 2014
State Bank 2000 - 2007
First National Bank of Bastrop 1996 - 2000
TGI Fridays 1984 - 1993
Logic Financial 1990 - 1992
Skills
Investments, Retirement Planning, Wealth Management, Insurance, Banking, Mutual Funds, Risk Management, Financial Services, Portfolio Management
Education
The University of Texas at Austin 1990 — 1992
BBA, Finance
Michigan State University 1982 — 1984
LPL Finanical April 2014 - Present
LPL Financial 2007 - 2015
Prosperity Bank 2007 - 2014
State Bank 2000 - 2007
First National Bank of Bastrop 1996 - 2000
TGI Fridays 1984 - 1993
Logic Financial 1990 - 1992
Skills
Investments, Retirement Planning, Wealth Management, Insurance, Banking, Mutual Funds, Risk Management, Financial Services, Portfolio Management
Education
The University of Texas at Austin 1990 — 1992
BBA, Finance
Michigan State University 1982 — 1984
Anthony G. Delgado's LPL Finanical Experience January 2000 - January 2006
Job Investment Advisor Representative
Industry Financial Services
Experience
Sellers Financial Services January 2005 - Present
LPL Finanical January 2000 - January 2006
InterSecurities/Aegon March 1996 - January 2000
National Western Life November 1990 - November 1995
Toyota Car World July 1986 - October 1990
US Army June 1981 - June 1987
Skills
Investments, Mutual Funds, Retirement Planning, Fixed Annuities, Portfolio Management, Insurance, Wealth Management, Retirement, ETFs, Risk Management, Small Business, Strategic Financial..., Investment Strategies, Financial Advisory, Wealth, 401k, Deferred Compensation, Financial Analysis, Defined Benefit, DROP Program
Education
Central Texas College
Sellers Financial Services January 2005 - Present
LPL Finanical January 2000 - January 2006
InterSecurities/Aegon March 1996 - January 2000
National Western Life November 1990 - November 1995
Toyota Car World July 1986 - October 1990
US Army June 1981 - June 1987
Skills
Investments, Mutual Funds, Retirement Planning, Fixed Annuities, Portfolio Management, Insurance, Wealth Management, Retirement, ETFs, Risk Management, Small Business, Strategic Financial..., Investment Strategies, Financial Advisory, Wealth, 401k, Deferred Compensation, Financial Analysis, Defined Benefit, DROP Program
Education
Central Texas College
Vinita Daswani's LPL Finanical Experience January 2014 - Present
Job Financial Associate at Webster Investments
Industry Financial Services
Experience
LPL Finanical January 2014 - Present
Webster Investments June 2008 - Present
LPL Financial April 2010 - February 2013
Webster Investment Services June 2009 - April 2010
Skills
Financial Modeling, Economics, Microsoft Word, Credit Analysis, Banking, Valuation, Bloomberg, Microsoft Excel, Finance, PowerPoint, Insurance, Portfolio Management, Mutual Funds
Education
The University of Connecticut School of Business 2011 — 2014
Master of Business Administration (MBA), Finance and International Business
The University of Connecticut 2005 — 2009
Bachelor of Science, Business Administration; Finance
LPL Finanical January 2014 - Present
Webster Investments June 2008 - Present
LPL Financial April 2010 - February 2013
Webster Investment Services June 2009 - April 2010
Skills
Financial Modeling, Economics, Microsoft Word, Credit Analysis, Banking, Valuation, Bloomberg, Microsoft Excel, Finance, PowerPoint, Insurance, Portfolio Management, Mutual Funds
Education
The University of Connecticut School of Business 2011 — 2014
Master of Business Administration (MBA), Finance and International Business
The University of Connecticut 2005 — 2009
Bachelor of Science, Business Administration; Finance
Megan Whitehead's LPL Finanical Experience January 2009 - June 2010
Job Center Director/Business Consultant at SAU SBTDC
Industry Professional Training & Coaching
Experience
Arkansas Small Business and Technology Development Center September 2012 - Present
Arkansas Small Business and Technology Development Center October 2010 - September 2012
LPL Finanical January 2009 - June 2010
First Allied Securities 2008 - 2009
Skills
Accounts Receivable, Accounting, Accounts Payable, Customer Service, Account Reconciliation, Microsoft Excel, Invoicing, Microsoft Office, Outlook, Microsoft Word, Consulting, Teaching, Training, Sales, Budgets, Entrepreneurship, Small Business Lending, New Business Development, Small Business, Accounting for Small..., Mutual Funds, Start-ups, Public Speaking, Event Planning, Retirement Planning, Team Building, Risk Management, Management, Strategic Planning, Access, Financial Analysis
Education
Southern Arkansas University 2011 — 2012
Master of Business Administration (M.B.A.)
Southern Arkansas University 2002 — 2005
Bachelor of Science (B.S.), Agriculture Business
Arkansas Small Business and Technology Development Center September 2012 - Present
Arkansas Small Business and Technology Development Center October 2010 - September 2012
LPL Finanical January 2009 - June 2010
First Allied Securities 2008 - 2009
Skills
Accounts Receivable, Accounting, Accounts Payable, Customer Service, Account Reconciliation, Microsoft Excel, Invoicing, Microsoft Office, Outlook, Microsoft Word, Consulting, Teaching, Training, Sales, Budgets, Entrepreneurship, Small Business Lending, New Business Development, Small Business, Accounting for Small..., Mutual Funds, Start-ups, Public Speaking, Event Planning, Retirement Planning, Team Building, Risk Management, Management, Strategic Planning, Access, Financial Analysis
Education
Southern Arkansas University 2011 — 2012
Master of Business Administration (M.B.A.)
Southern Arkansas University 2002 — 2005
Bachelor of Science (B.S.), Agriculture Business
SHAYNE ESCOBAR's LPL Finanical Experience February 2014 - Present
Job Compliance Analyst at LPL Finanical
Industry Financial Services
Experience
LPL Finanical February 2014 - Present
LPL Finanical May 2011 - February 2014
UBS Financial Services, Inc. 2009 - May 2011
UBS INVESTMENT CENTER July 2008 - January 2009
E*TRADE Financial April 2007 - May 2008
E*TRADE FINANCIAL November 2006 - April 2007
E*TRADE Financial March 2006 - November 2006
Skills
Series 7, FINRA, Mutual Funds, Securities, Finance, Securities Regulation, Series 24, Financial Services, Wealth Management, Series 63, Uniform Combined State...
Education
City University of New York-Baruch College 1980 — 1983
Bachelor of Business Administration (BBA), Marketing Research
LPL Finanical February 2014 - Present
LPL Finanical May 2011 - February 2014
UBS Financial Services, Inc. 2009 - May 2011
UBS INVESTMENT CENTER July 2008 - January 2009
E*TRADE Financial April 2007 - May 2008
E*TRADE FINANCIAL November 2006 - April 2007
E*TRADE Financial March 2006 - November 2006
Skills
Series 7, FINRA, Mutual Funds, Securities, Finance, Securities Regulation, Series 24, Financial Services, Wealth Management, Series 63, Uniform Combined State...
Education
City University of New York-Baruch College 1980 — 1983
Bachelor of Business Administration (BBA), Marketing Research
Frank P. Schilero's LPL Finanical Experience 2000 - 2005
Job President/CEO at Capistrano Insurance & Financial Services
Industry Financial Services
Experience
Capistrano Insurance & Financial Services December 2005 - Present
LPL Finanical 2000 - 2005
MMLISI/MassMutual 1995 - 2000
Universal Plastics of the Dipiero Corporation 1990 - 1995
U.S. Air Force Active Reserves 1985 - 1990
Skills
Strategic Planning
Education
Cleveland State University 1988 — 1992
Bachelor's degree, Mechanical Engineering
The Ohio State University 1985 — 1987
Mechanical Engineering
Capistrano Insurance & Financial Services December 2005 - Present
LPL Finanical 2000 - 2005
MMLISI/MassMutual 1995 - 2000
Universal Plastics of the Dipiero Corporation 1990 - 1995
U.S. Air Force Active Reserves 1985 - 1990
Skills
Strategic Planning
Education
Cleveland State University 1988 — 1992
Bachelor's degree, Mechanical Engineering
The Ohio State University 1985 — 1987
Mechanical Engineering
Alex Landeen's LPL Finanical Experience November 2014 - Present
Job Independent Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Finanical November 2014 - Present
Wells Fargo Advisors, LLC October 2011 - October 2014
Axa Advisors April 2010 - August 2011
Signametrics 2005 - 2009
ClearPoint Financial 2003 - 2005
Skills
Retirement Planning, IRAs, Investment Strategies, Asset Allocation, Mutual Funds, Financial Advisory, Fixed Annuities, Retirement, Long Term Care Insurance
Education
The University of Montana - School of Business Administration 1999 — 2003
BA, Finance
Garfield High School
LPL Finanical November 2014 - Present
Wells Fargo Advisors, LLC October 2011 - October 2014
Axa Advisors April 2010 - August 2011
Signametrics 2005 - 2009
ClearPoint Financial 2003 - 2005
Skills
Retirement Planning, IRAs, Investment Strategies, Asset Allocation, Mutual Funds, Financial Advisory, Fixed Annuities, Retirement, Long Term Care Insurance
Education
The University of Montana - School of Business Administration 1999 — 2003
BA, Finance
Garfield High School
Cedric Freeman's LPL Finanical Experience November 2014 - Present
Job Surveillance Specialist at UVEST Financial Services
Industry Financial Services
Experience
LPL Finanical November 2014 - Present
UVEST Financial Services January 2011 - Present
UVEST Financial/LPL January 2008 - Present
2004-2008 January 2004 - January 2008
Harrisdirect January 1999 - January 2004
State Employees Credit Union January 1997 - January 1999
H&R Block January 1995 - January 1999
Duke Medical Center (Diagnostic Clinic) January 1995 - January 1997
Skills
Training, Mutual Funds, Management, Analysis, Finance, Auditing, Trading, Software Documentation, Research, FINRA, Series 7, Investments, Securities, Asset Management, Risk Management, Banking, Accounts Payable, Financial Analysis, Retirement Planning, Investment Advisory, 401k, Portfolio Management, Series 63, Retirement, Financial Services, Wealth Management, Fixed Annuities, Financial Advisory, Fixed Income, Asset Allocation, Process Improvement, Microsoft Excel, Equities, Real Estate, Customer Service, IRAs, Outlook, Leadership, Team Building, Microsoft Word, Capital Markets, Alternative Investments, Mortgage Lending, Strategic Financial...
Education
Elizabeth City State University 1991 — 1995
Bachelor's degree, Accounting
Elizabeth City State University 1991 — 1995
Bachelor of Science Degree, Accounting
LPL Finanical November 2014 - Present
UVEST Financial Services January 2011 - Present
UVEST Financial/LPL January 2008 - Present
2004-2008 January 2004 - January 2008
Harrisdirect January 1999 - January 2004
State Employees Credit Union January 1997 - January 1999
H&R Block January 1995 - January 1999
Duke Medical Center (Diagnostic Clinic) January 1995 - January 1997
Skills
Training, Mutual Funds, Management, Analysis, Finance, Auditing, Trading, Software Documentation, Research, FINRA, Series 7, Investments, Securities, Asset Management, Risk Management, Banking, Accounts Payable, Financial Analysis, Retirement Planning, Investment Advisory, 401k, Portfolio Management, Series 63, Retirement, Financial Services, Wealth Management, Fixed Annuities, Financial Advisory, Fixed Income, Asset Allocation, Process Improvement, Microsoft Excel, Equities, Real Estate, Customer Service, IRAs, Outlook, Leadership, Team Building, Microsoft Word, Capital Markets, Alternative Investments, Mortgage Lending, Strategic Financial...
Education
Elizabeth City State University 1991 — 1995
Bachelor's degree, Accounting
Elizabeth City State University 1991 — 1995
Bachelor of Science Degree, Accounting
Bhagyesh Joshi's LPL Finanical Experience December 2013 - Present
Job Sr. Software Developer at LPL Finanical
Industry Information Technology and Services
Experience
LPL Finanical December 2013 - Present
Skills
TIBCO Business Studio, TIBCO, .NET, LINQ, Web Applications, ASP.NET, AJAX, WCF, Microsoft SQL Server, Web Services, ASP.NET MVC, C#, WPF, jQuery, XML, JavaScript, VB.NET, MySQL, Silverlight, PL/SQL, Entity Framework, asp.net MVC WebAPI, Microsoft Extensibility..., SOA, RESTful WebServices, NoSQL, XBAP, SSO, AngularJS, IOC (Inversion of..., NopCommerce, SAML 2.0, AJAST
Education
Gujarat University 2004 — 2008
Bachelor of Engineering (B.E.), Computer Science
LPL Finanical December 2013 - Present
Skills
TIBCO Business Studio, TIBCO, .NET, LINQ, Web Applications, ASP.NET, AJAX, WCF, Microsoft SQL Server, Web Services, ASP.NET MVC, C#, WPF, jQuery, XML, JavaScript, VB.NET, MySQL, Silverlight, PL/SQL, Entity Framework, asp.net MVC WebAPI, Microsoft Extensibility..., SOA, RESTful WebServices, NoSQL, XBAP, SSO, AngularJS, IOC (Inversion of..., NopCommerce, SAML 2.0, AJAST
Education
Gujarat University 2004 — 2008
Bachelor of Engineering (B.E.), Computer Science
Silveria Hufstedler's LPL Finanical Experience June 2012 - Present
Job Financial Advisor at LPL Finanical
Industry Financial Services
Experience
LPL Finanical June 2012 - Present
Edward Jones January 2007 - June 2012
Verizon August 1999 - December 2006
GTE August 1976 - December 1999
Education
Dallas Baptist University 1990 — 1992
MBA, International Marketing & Business Management
University of North Texas 1983 — 1987
Bachelors, Business Management & Vocational Occupation
LPL Finanical June 2012 - Present
Edward Jones January 2007 - June 2012
Verizon August 1999 - December 2006
GTE August 1976 - December 1999
Education
Dallas Baptist University 1990 — 1992
MBA, International Marketing & Business Management
University of North Texas 1983 — 1987
Bachelors, Business Management & Vocational Occupation
paris davis's LPL Finanical Experience March 2012 - October 2012
Job Operations Specialist (Retirement, Mutual Funds, Accounting)
Industry Financial Services
Experience
Vanguard August 2013 - June 2014
LPL Finanical March 2012 - October 2012
LPL Finanical April 2012 - May 2012
Wachovia Bank August 1997 - May 2010
The Florence County Government Center and Court House April 1996 - December 1996
Skills
Mutual Funds, Processors, Research, Opening New Accounts, Dependable Team Player, Accounting, Training
Education
Universal Class (IACET) CEU Online 2014 — 2014
Certificate of Course Completion, Human Resources Management 101, 73.46%
Central Piedmont Community College 2013 — 2013
Certificate of Completion, Certified Bank Teller Program, 98.7%
Atlantic City Community College
Business Administration
Vanguard August 2013 - June 2014
LPL Finanical March 2012 - October 2012
LPL Finanical April 2012 - May 2012
Wachovia Bank August 1997 - May 2010
The Florence County Government Center and Court House April 1996 - December 1996
Skills
Mutual Funds, Processors, Research, Opening New Accounts, Dependable Team Player, Accounting, Training
Education
Universal Class (IACET) CEU Online 2014 — 2014
Certificate of Course Completion, Human Resources Management 101, 73.46%
Central Piedmont Community College 2013 — 2013
Certificate of Completion, Certified Bank Teller Program, 98.7%
Atlantic City Community College
Business Administration
Seth Poirier's LPL Finanical Experience July 2014 - December 2014
Job AML OPS ManagerVP at Citi
Industry Financial Services
Experience
Citi January 2015 - Present
LPL Finanical July 2014 - December 2014
LPL Financial April 2013 - July 2014
LPL Financial June 2011 - April 2013
LPL Financial June 2010 - June 2011
LPL July 2009 - June 2010
Sovereign Bank March 2008 - June 2009
Sovereign Bank May 2007 - March 2008
Sovereign Bank August 2006 - May 2007
Skills
Risk Management, Anti Money Laundering, Banking, Financial Services, Management, Financial Risk, Leadership, Fraud, KYC, Bank Secrecy Act
Education
University of Massachusetts Lowell 2001 — 2005
Bachelors, Criminal Justice
Citi January 2015 - Present
LPL Finanical July 2014 - December 2014
LPL Financial April 2013 - July 2014
LPL Financial June 2011 - April 2013
LPL Financial June 2010 - June 2011
LPL July 2009 - June 2010
Sovereign Bank March 2008 - June 2009
Sovereign Bank May 2007 - March 2008
Sovereign Bank August 2006 - May 2007
Skills
Risk Management, Anti Money Laundering, Banking, Financial Services, Management, Financial Risk, Leadership, Fraud, KYC, Bank Secrecy Act
Education
University of Massachusetts Lowell 2001 — 2005
Bachelors, Criminal Justice
Thomas Seeburger's LPL Finanical Experience January 2010 - 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
Max Armstrong's LPL Finanical Experience August 2007 - May 2010
Job International Trade Specialist
Industry International Trade and Development
Experience
Mondomio Group July 2012 - June 2013
LPL Finanical August 2007 - May 2010
US Navy March 2004 - August 2007
Skills
Project Management, Business Planning, Business Analysis, Market Research, Management, Logistics
Education
Ohio University 2013 — 2015
Master of Business Administration (MBA), Executive Management
Northeastern University 2010 — 2012
B.S., Finance and Accounting Management
San Diego City College 2008 — 2010
Accounting
Mondomio Group July 2012 - June 2013
LPL Finanical August 2007 - May 2010
US Navy March 2004 - August 2007
Skills
Project Management, Business Planning, Business Analysis, Market Research, Management, Logistics
Education
Ohio University 2013 — 2015
Master of Business Administration (MBA), Executive Management
Northeastern University 2010 — 2012
B.S., Finance and Accounting Management
San Diego City College 2008 — 2010
Accounting
Helen M. Colon's LPL Finanical Experience December 2011 - August 2013
Job Financial Advisor at Ameriprise Financial Svcs.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. The Seeley Group September 2013 - Present
LPL Finanical December 2011 - August 2013
NYFIX June 2005 - November 2009
Fleet Securities June 1997 - April 2004
National Financial Services-Fidelity Investments March 1986 - June 1997
Education
Brooklyn Academy Prep
High School
Hofstra University
Business Administration and Management, General
Ameriprise Financial Services, Inc. The Seeley Group September 2013 - Present
LPL Finanical December 2011 - August 2013
NYFIX June 2005 - November 2009
Fleet Securities June 1997 - April 2004
National Financial Services-Fidelity Investments March 1986 - June 1997
Education
Brooklyn Academy Prep
High School
Hofstra University
Business Administration and Management, General
Aishah McCallum's LPL Finanical Experience May 2015 - Present
Job Analyst
Industry Financial Services
Experience
LPL Finanical May 2015 - Present
Bank of America December 2014 - May 2015
Delectable Delights January 2010 - January 2015
Aon Hewitt March 2007 - October 2014
Carolinas Healthcare System September 2002 - November 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Taleo, Project Coordination, Project Management, Technical Writing, Recruiting, Analytics, Small Business, Customer Service, Employee Benefits, 10 Key, PowerPoint, Benefits Administration, Human Resources, Call Centers, Training, Management, Leadership, Applicant Tracking..., Access, PeopleSoft, Process Improvement, Business Analysis, Vendor Management, Performance Management, Outsourcing, Onboarding, Employee Relations, Analysis, Software Documentation, Business Requirements
Education
Strayer University-North Carolina 2004 — 2016
Business Administration and Management, General
Johnson C. Smith University - JCSU 2000 — 2004
Accounting and Business/Management
LPL Finanical May 2015 - Present
Bank of America December 2014 - May 2015
Delectable Delights January 2010 - January 2015
Aon Hewitt March 2007 - October 2014
Carolinas Healthcare System September 2002 - November 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Taleo, Project Coordination, Project Management, Technical Writing, Recruiting, Analytics, Small Business, Customer Service, Employee Benefits, 10 Key, PowerPoint, Benefits Administration, Human Resources, Call Centers, Training, Management, Leadership, Applicant Tracking..., Access, PeopleSoft, Process Improvement, Business Analysis, Vendor Management, Performance Management, Outsourcing, Onboarding, Employee Relations, Analysis, Software Documentation, Business Requirements
Education
Strayer University-North Carolina 2004 — 2016
Business Administration and Management, General
Johnson C. Smith University - JCSU 2000 — 2004
Accounting and Business/Management
Kevin Boderick's LPL Finanical Experience 2011 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Aon Hewitt September 2014 - Present
Merrill Lynch June 2013 - July 2014
UBS January 2012 - June 2013
LPL Finanical 2011 - 2012
Wells Fargo Advisors April 2008 - January 2010
Skills
Sports Marketing, Strategic Planning, Investment Banking, Risk Assessment, Risk Management, Wealth Management..., Strategic Partnerships, 401k, Analysis, Finance, Financial Analysis, Financial Services, Insurance, Mutual Funds, Investments, Retirement Planning, Securities, Series 7, Strategic Financial..., Wealth Management
Education
Clemson University - College of Business and Behavioral Science 1986 — 1992
BS, Marketing
Aon Hewitt September 2014 - Present
Merrill Lynch June 2013 - July 2014
UBS January 2012 - June 2013
LPL Finanical 2011 - 2012
Wells Fargo Advisors April 2008 - January 2010
Skills
Sports Marketing, Strategic Planning, Investment Banking, Risk Assessment, Risk Management, Wealth Management..., Strategic Partnerships, 401k, Analysis, Finance, Financial Analysis, Financial Services, Insurance, Mutual Funds, Investments, Retirement Planning, Securities, Series 7, Strategic Financial..., Wealth Management
Education
Clemson University - College of Business and Behavioral Science 1986 — 1992
BS, Marketing
Christi Schatzberg's LPL Finanical Experience September 2010 - Present
Job Internal Product Consultant at LPL Finanical
Industry Financial Services
Experience
LPL Finanical September 2010 - Present
MassMutual Financial Group March 2009 - December 2009
Skills
Retirement Planning, Series 7, Retirement, Series 63, Mutual Funds, Investments, Wealth Management, Securities, Fixed Annuities, Life Insurance, 401k, Asset Allocation, Portfolio Management, Financial Services, IRAs
Education
San Diego State University-California State University 2007 — 2009
Bachelor of Arts, Economics
LPL Finanical September 2010 - Present
MassMutual Financial Group March 2009 - December 2009
Skills
Retirement Planning, Series 7, Retirement, Series 63, Mutual Funds, Investments, Wealth Management, Securities, Fixed Annuities, Life Insurance, 401k, Asset Allocation, Portfolio Management, Financial Services, IRAs
Education
San Diego State University-California State University 2007 — 2009
Bachelor of Arts, Economics
Kevin Kershaw's LPL Finanical Experience April 2011 - December 2013
Job Regional Director at LPL Financial
Industry Financial Services
Experience
LPL Financial September 2015 - Present
LPL Finanical April 2011 - December 2013
LPL May 2007 - April 2011
Pinnacle Capital & Investments April 2005 - May 2007
UBS January 2000 - January 2001
Skills
Mutual Funds, Process Improvement, Program Management, Investments, Management, Analysis, Project Management, Business Process, Portfolio Management, Due Diligence, Mergers, Investment Advisory, Strategy, Research, Financial Modeling, Relationship Management, Finance, Leadership, Marketing, Risk Management, Budgets, Asset Management, Financial Analysis, Strategic Financial..., Financial Services, Securities, Business Analysis
Education
Cal State
BA, Kinesiology
Marymount College
LPL Financial September 2015 - Present
LPL Finanical April 2011 - December 2013
LPL May 2007 - April 2011
Pinnacle Capital & Investments April 2005 - May 2007
UBS January 2000 - January 2001
Skills
Mutual Funds, Process Improvement, Program Management, Investments, Management, Analysis, Project Management, Business Process, Portfolio Management, Due Diligence, Mergers, Investment Advisory, Strategy, Research, Financial Modeling, Relationship Management, Finance, Leadership, Marketing, Risk Management, Budgets, Asset Management, Financial Analysis, Strategic Financial..., Financial Services, Securities, Business Analysis
Education
Cal State
BA, Kinesiology
Marymount College
Jeff Laatsch's LPL Finanical Experience April 2012 - October 2012
Job CFO at Heritage Hall School
Industry Education Management
Experience
Heritage Hall School October 2012 - June 2015
LPL Finanical April 2012 - October 2012
Edward Jones November 2010 - March 2012
Hyatt Hotels Corporation June 2008 - January 2010
Hyatt Regency Suites Palm Springs March 2006 - May 2008
Hotel Victor July 2005 - March 2006
Hyatt Hotels Corporation August 2003 - July 2005
Hyatt Regency Coconut Point Resort & Spa August 2001 - August 2003
Hyatt Grand Cayman November 1999 - August 2001
Park Hyatt Beaver Creek Resort & Spa November 1990 - November 1999
Skills
Budgets, Accounts Receivable, Strategic Financial..., Financial Analysis, Accounting, Internal Controls, Accounts Payable, Financial Reporting, Payroll, Microsoft Excel, Income Statement, General Ledger, Customer Service, Cash Flow, Forecasting, Cash Management, Managerial Finance, Account Reconciliation, Financial Audits, Sarbanes-Oxley Act, Auditing, Internal Audit
Education
Southeast Missouri State University 1987 — 1990
BSBA, Major: Accounting
Heritage Hall School October 2012 - June 2015
LPL Finanical April 2012 - October 2012
Edward Jones November 2010 - March 2012
Hyatt Hotels Corporation June 2008 - January 2010
Hyatt Regency Suites Palm Springs March 2006 - May 2008
Hotel Victor July 2005 - March 2006
Hyatt Hotels Corporation August 2003 - July 2005
Hyatt Regency Coconut Point Resort & Spa August 2001 - August 2003
Hyatt Grand Cayman November 1999 - August 2001
Park Hyatt Beaver Creek Resort & Spa November 1990 - November 1999
Skills
Budgets, Accounts Receivable, Strategic Financial..., Financial Analysis, Accounting, Internal Controls, Accounts Payable, Financial Reporting, Payroll, Microsoft Excel, Income Statement, General Ledger, Customer Service, Cash Flow, Forecasting, Cash Management, Managerial Finance, Account Reconciliation, Financial Audits, Sarbanes-Oxley Act, Auditing, Internal Audit
Education
Southeast Missouri State University 1987 — 1990
BSBA, Major: Accounting
Michael T. Dolohanty, CPA, PFS's LPL Finanical Experience March 1994 - Present
Job Independent Wealth Advisor at LPL Finanical
Industry Financial Services
Experience
LPL Finanical March 1994 - Present
Skills
Financial Planning, Wealth Management, Series 7, Wealth, FINRA, Financial Services, Finance, Securities, Mutual Funds
Education
Case Western Reserve University - Weatherhead School of Management 1979 — 1981
Master of Business Administration (MBA), Finance, General
Kent State University 1972 — 1976
Bachelor of Business Administration (B.B.A.), Computer Science
LPL Finanical March 1994 - Present
Skills
Financial Planning, Wealth Management, Series 7, Wealth, FINRA, Financial Services, Finance, Securities, Mutual Funds
Education
Case Western Reserve University - Weatherhead School of Management 1979 — 1981
Master of Business Administration (MBA), Finance, General
Kent State University 1972 — 1976
Bachelor of Business Administration (B.B.A.), Computer Science
Ross Holgerson's LPL Finanical Experience July 2011 - April 2015
Job Mutual Fund Operations at LPL Finanical
Industry Financial Services
Experience
LPL Finanical July 2011 - April 2015
State Street May 2008 - October 2010
Greenline Realty February 2006 - May 2008
Skills
Real Estate, Financial Modeling, Sales, Marketing Strategy, Investments, Financial Analysis, Analysis, Marketing
Education
Quinnipiac University
Business, Management
LPL Finanical July 2011 - April 2015
State Street May 2008 - October 2010
Greenline Realty February 2006 - May 2008
Skills
Real Estate, Financial Modeling, Sales, Marketing Strategy, Investments, Financial Analysis, Analysis, Marketing
Education
Quinnipiac University
Business, Management
Nancy Gesuelle's LPL Finanical Experience August 2012 - December 2013
Job Associate Vice President at LPL Financial
Industry Financial Services
Experience
LPL Financial December 2013 - Present
LPL Finanical August 2012 - December 2013
MassMutual Financial Group October 2011 - August 2012
Skills
Conflict & Negotiation..., Microsoft Office,..., Quickbase, Sharepoint,..., Vendor Management, MS Project, SDLC, Management, Program Management, Resource Management, Project Planning, Project Management, Budgets, Enterprise Software, SharePoint, Process Improvement, Consulting, Requirements Analysis, Software Documentation, Business Process, Software Implementation, Training, Software Project..., Visio, Microsoft Project
Education
Southern New Hampshire University
Business
St. Anselm's
Nursing
LPL Financial December 2013 - Present
LPL Finanical August 2012 - December 2013
MassMutual Financial Group October 2011 - August 2012
Skills
Conflict & Negotiation..., Microsoft Office,..., Quickbase, Sharepoint,..., Vendor Management, MS Project, SDLC, Management, Program Management, Resource Management, Project Planning, Project Management, Budgets, Enterprise Software, SharePoint, Process Improvement, Consulting, Requirements Analysis, Software Documentation, Business Process, Software Implementation, Training, Software Project..., Visio, Microsoft Project
Education
Southern New Hampshire University
Business
St. Anselm's
Nursing
Randall M. Hendricks's LPL Finanical Experience June 2015 - Present
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Finanical June 2015 - Present
Edward Jones August 2011 - June 2015
Ameriprise Financial August 2009 - September 2010
Skills
Retirement Planning, Estate Planning, Investments, Life Insurance, Long-term Care, 401k, IRAs, Wealth Management..., Wealth Accumulation, Series 7, Retirement, 401k Rollovers
Education
Northeastern State University 2005 — 2009
Bachelor of Business Administration (BBA), Professional Financial Planning
LPL Finanical June 2015 - Present
Edward Jones August 2011 - June 2015
Ameriprise Financial August 2009 - September 2010
Skills
Retirement Planning, Estate Planning, Investments, Life Insurance, Long-term Care, 401k, IRAs, Wealth Management..., Wealth Accumulation, Series 7, Retirement, 401k Rollovers
Education
Northeastern State University 2005 — 2009
Bachelor of Business Administration (BBA), Professional Financial Planning
Sharon Sykora's LPL Finanical Experience April 2012 - October 2014
Job Animal Caregiver at Licking County Humane Society
Industry Nonprofit Organization Management
Experience
Home Instead Senior Care June 2015 - Present
Licking County Humane Society October 2014 - Present
Kroger September 2014 - July 2015
LPL Finanical April 2012 - October 2014
Faith Life Church August 2010 - June 2012
Big Brothers Big Sisters of Licking County September 1999 - August 2010
Education
Capital University 1990 — 1992
Bachelor of Arts (B.A.), Business/Accounting
Central Ohio Technical College 1988 — 1990
Associate's degree, Business/Accounting
Home Instead Senior Care June 2015 - Present
Licking County Humane Society October 2014 - Present
Kroger September 2014 - July 2015
LPL Finanical April 2012 - October 2014
Faith Life Church August 2010 - June 2012
Big Brothers Big Sisters of Licking County September 1999 - August 2010
Education
Capital University 1990 — 1992
Bachelor of Arts (B.A.), Business/Accounting
Central Ohio Technical College 1988 — 1990
Associate's degree, Business/Accounting
Sam Tomina's LPL Finanical Experience November 2000 - February 2007
Job Corporate Actions Specialist at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional August 2011 - Present
TD Ameritrade Institutional February 2008 - August 2011
Smith Barney August 2007 - February 2008
LPL Finanical November 2000 - February 2007
Skills
Banking, Analysis, Troubleshooting, Accounting, Customer Service, Microsoft Office, Leadership, Editing, Team Leadership, PowerPoint, Research, Microsoft Excel, Outlook, Project Management, Microsoft Word, Inventory Management, Project Planning, Teamwork, Business Analysis, Financial Analysis, Risk Management, Finance, Financial Services, Series 7, Management, Equities, Corporate Actions, Investments, Series 63
Education
National University 1998 — 2000
BD, business administration finance
Grossmont College 1995 — 1999
Associate of Arts and Sciences (AAS), Criminal Justice/Law Enforcement Administration
TD Ameritrade Institutional August 2011 - Present
TD Ameritrade Institutional February 2008 - August 2011
Smith Barney August 2007 - February 2008
LPL Finanical November 2000 - February 2007
Skills
Banking, Analysis, Troubleshooting, Accounting, Customer Service, Microsoft Office, Leadership, Editing, Team Leadership, PowerPoint, Research, Microsoft Excel, Outlook, Project Management, Microsoft Word, Inventory Management, Project Planning, Teamwork, Business Analysis, Financial Analysis, Risk Management, Finance, Financial Services, Series 7, Management, Equities, Corporate Actions, Investments, Series 63
Education
National University 1998 — 2000
BD, business administration finance
Grossmont College 1995 — 1999
Associate of Arts and Sciences (AAS), Criminal Justice/Law Enforcement Administration
April Shaw's LPL Finanical Experience September 1998 - September 2015
Job Branch Operations Manager
Industry Financial Services
Experience
Cambridge Investment Research, Inc. September 2015 - Present
LPL Finanical September 1998 - September 2015
Lanier World Wide Inc 1983 - July 1985
Hempstead General Hospital 1982 - 1983
National Medical Management 1981 - 1983
Skills
Microsoft Office, Microsoft Word, Public Speaking, Research, Event Planning, Process Improvement, Social Media, Access, Teamwork, Team Leadership
Education
State University of New York College at Brockport
Lindenhurst Senior High School 1977 — 1980
Alfred G. Berner Senior High School 1976 — 1977
Cambridge Investment Research, Inc. September 2015 - Present
LPL Finanical September 1998 - September 2015
Lanier World Wide Inc 1983 - July 1985
Hempstead General Hospital 1982 - 1983
National Medical Management 1981 - 1983
Skills
Microsoft Office, Microsoft Word, Public Speaking, Research, Event Planning, Process Improvement, Social Media, Access, Teamwork, Team Leadership
Education
State University of New York College at Brockport
Lindenhurst Senior High School 1977 — 1980
Alfred G. Berner Senior High School 1976 — 1977
Nikki Williams's LPL Finanical Experience September 2009 - October 2009
Job SharePoint Enthusiast
Industry Computer Software
Experience
Wells Fargo February 2012 - June 2012
CB Richard Ellis June 2011 - December 2011
Bank of America October 2010 - March 2011
American Tire Distributors May 2010 - August 2010
LPL Finanical September 2009 - October 2009
Lewis Tool & Engineering llc April 2007 - May 2008
Skills
Adobe Creative Suite, MS Office Suite, SharePoint, InfoPath, SharePoint Designer, HTML, MOSS 2007
Education
George Mason University 1992 — 1996
BA
Wells Fargo February 2012 - June 2012
CB Richard Ellis June 2011 - December 2011
Bank of America October 2010 - March 2011
American Tire Distributors May 2010 - August 2010
LPL Finanical September 2009 - October 2009
Lewis Tool & Engineering llc April 2007 - May 2008
Skills
Adobe Creative Suite, MS Office Suite, SharePoint, InfoPath, SharePoint Designer, HTML, MOSS 2007
Education
George Mason University 1992 — 1996
BA
Dawn Waybright Fowler's LPL Finanical Experience 2005 - 2010
Job Physician Relations
Industry Public Relations and Communications
Experience
Dignity Health April 2014 - Present
Mercy Foundation North January 2012 - April 2014
LPL Finanical 2005 - 2010
Education
Simpson University 2010 — 2012
University of Guelph 1989 — 1993
Dignity Health April 2014 - Present
Mercy Foundation North January 2012 - April 2014
LPL Finanical 2005 - 2010
Education
Simpson University 2010 — 2012
University of Guelph 1989 — 1993
Taj Krumholz's LPL Finanical Experience 2011 - 2012
Job Administrative Technician for the Vice President of Admin Services at SDCCD Mesa College
Industry Education Management
Experience
SDCCD Mesa College July 2014 - Present
Keller Williams Realty Homes & Estates September 2013 - Present
Blue Water Distributors June 2012 - June 2014
LPL Finanical 2011 - 2012
Blue Tech 2009 - 2011
City Record Services 2008 - 2009
San Diego Psychological Association 2005 - 2008
Skills
Microsoft Office, Customer Service, Microsoft Excel, Technical Writing, Program Management, Microsoft Word, Visio, Analysis, Team Building, PowerPoint, Training, Negotiation, Team Leadership
Education
University of California, San Diego 2006 — 2009
BA, History
American InterContinental University 2011 — 2012
Bachelor of Science (BS), Criminal Justice - Forensics
San Diego Miramar College 2009 — 2010
Criminal Justice
Grossmont College 2004 — 2006
AA, History
SDCCD Mesa College July 2014 - Present
Keller Williams Realty Homes & Estates September 2013 - Present
Blue Water Distributors June 2012 - June 2014
LPL Finanical 2011 - 2012
Blue Tech 2009 - 2011
City Record Services 2008 - 2009
San Diego Psychological Association 2005 - 2008
Skills
Microsoft Office, Customer Service, Microsoft Excel, Technical Writing, Program Management, Microsoft Word, Visio, Analysis, Team Building, PowerPoint, Training, Negotiation, Team Leadership
Education
University of California, San Diego 2006 — 2009
BA, History
American InterContinental University 2011 — 2012
Bachelor of Science (BS), Criminal Justice - Forensics
San Diego Miramar College 2009 — 2010
Criminal Justice
Grossmont College 2004 — 2006
AA, History
Jere Colcer's LPL Finanical Experience February 2002 - November 2009
Job
Industry Financial Services
Experience
Infinex Financial Group December 2009 - Present
LPL Finanical February 2002 - November 2009
Education
Appalachian State University 1992 — 1996
Bachelor of Business Administration (B.B.A.), Marketing
Infinex Financial Group December 2009 - Present
LPL Finanical February 2002 - November 2009
Education
Appalachian State University 1992 — 1996
Bachelor of Business Administration (B.B.A.), Marketing
Hannah Griggers's LPL Finanical Experience 2007 - May 2012
Job Architectural Intern at James W Buckley and Associates
Industry Architecture & Planning
Experience
James W. Buckley & Associates June 2014 - Present
SP Design Group, Inc. May 2012 - September 2013
Independent May 2013 - August 2013
LPL Finanical 2007 - May 2012
Trinity United Methodist Church - Warner Robins, GA 2003 - 2009
Skills
Autocad, Rhino +..., Adobe Indesign,..., Hand drafting,..., Experience in..., Rhino, SketchUp, AutoCAD, 3D Studio Max, InDesign, Photoshop, Illustrator, Revit, Model Making, Microstation, Renovation, Microsoft Office, Adobe Creative Suite, PowerPoint, Photography, Sketching, Microsoft Excel, Rendering, Architectural Drawings, Design Research, CAD, Drawing, Space Planning, Construction Drawings, AutoCAD Architecture
Education
Savannah College of Art and Design 2012 — 2014
Master's Degree, Architecture
Georgia Institute of Technology 2009 — 2012
Bachelor's Degree, of Science in Architecture
Macon State College 2007 — 2009
Pre-Engineering, Engineering
Peach County High School
Highschool Diploma, College/University Preparatory
James W. Buckley & Associates June 2014 - Present
SP Design Group, Inc. May 2012 - September 2013
Independent May 2013 - August 2013
LPL Finanical 2007 - May 2012
Trinity United Methodist Church - Warner Robins, GA 2003 - 2009
Skills
Autocad, Rhino +..., Adobe Indesign,..., Hand drafting,..., Experience in..., Rhino, SketchUp, AutoCAD, 3D Studio Max, InDesign, Photoshop, Illustrator, Revit, Model Making, Microstation, Renovation, Microsoft Office, Adobe Creative Suite, PowerPoint, Photography, Sketching, Microsoft Excel, Rendering, Architectural Drawings, Design Research, CAD, Drawing, Space Planning, Construction Drawings, AutoCAD Architecture
Education
Savannah College of Art and Design 2012 — 2014
Master's Degree, Architecture
Georgia Institute of Technology 2009 — 2012
Bachelor's Degree, of Science in Architecture
Macon State College 2007 — 2009
Pre-Engineering, Engineering
Peach County High School
Highschool Diploma, College/University Preparatory
Josh Orbach's LPL Finanical Experience 2011 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
H&R Block Business Services February 2011 - April 2011
LPL Finanical 2011 - 2011
Skills
Proficient in Microsoft..., QuickBooks, H&R Block Tax Software
Education
Central Connecticut State University 2007 — 2011
Bachelor of Science (BS), Accounting and Finance
H&R Block Business Services February 2011 - April 2011
LPL Finanical 2011 - 2011
Skills
Proficient in Microsoft..., QuickBooks, H&R Block Tax Software
Education
Central Connecticut State University 2007 — 2011
Bachelor of Science (BS), Accounting and Finance
Kathryn W Cormier's LPL Finanical Experience Registered Principal/Financial AdvisorLPL FinancialMarch 2006 - Present
Job Registered Principal/Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Finanical Registered Principal/Financial AdvisorLPL FinancialMarch 2006 - Present
Education
University of Minnesota-Twin Cities 1964 — 1965
Certification of Dental Assistant [two year course taken in one year], Dental Assisting/Assistant
LPL Finanical Registered Principal/Financial AdvisorLPL FinancialMarch 2006 - Present
Education
University of Minnesota-Twin Cities 1964 — 1965
Certification of Dental Assistant [two year course taken in one year], Dental Assisting/Assistant
Richard Haupt's LPL Finanical Experience July 2010 - February 2015
Job APS at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC February 2015 - Present
LPL Finanical July 2010 - February 2015
Skills
Retirement Planning, Retirement, Team Building, Series 7, Wealth Management, Customer Service, Small Business, Mutual Funds, Life Insurance, Sales
Education
Arizona State University 1996 — 2000
Bachelor's Degree, Business Administration and Management, General
Allstate Financial Services, LLC February 2015 - Present
LPL Finanical July 2010 - February 2015
Skills
Retirement Planning, Retirement, Team Building, Series 7, Wealth Management, Customer Service, Small Business, Mutual Funds, Life Insurance, Sales
Education
Arizona State University 1996 — 2000
Bachelor's Degree, Business Administration and Management, General
Yale Jaffe's LPL Finanical Experience March 2005 - January 2012
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade May 2015 - Present
TD Ameritrade February 2012 - May 2015
LPL Finanical March 2005 - January 2012
Mesirow Financial February 1999 - January 2005
Merrill Lynch June 1993 - January 1999
Skills
Investments, Personal Financial..., Marketing, Portfolio Performance..., Sales Management, Financial Services, Retirement Planning, Sales Presentations, Public Speaking, University Teaching, Sales Process, Finance, Asset Allocation, Investors, Portfolio Management, Wealth Management, Management, Risk Management
Education
University of Illinois at Urbana-Champaign 1972 — 1978
Master's of Finance, Finance, General
Scottrade May 2015 - Present
TD Ameritrade February 2012 - May 2015
LPL Finanical March 2005 - January 2012
Mesirow Financial February 1999 - January 2005
Merrill Lynch June 1993 - January 1999
Skills
Investments, Personal Financial..., Marketing, Portfolio Performance..., Sales Management, Financial Services, Retirement Planning, Sales Presentations, Public Speaking, University Teaching, Sales Process, Finance, Asset Allocation, Investors, Portfolio Management, Wealth Management, Management, Risk Management
Education
University of Illinois at Urbana-Champaign 1972 — 1978
Master's of Finance, Finance, General
Sara Taliani's LPL Finanical Experience September 2003 - December 2007
Job Loan Administrator at First State Bank
Industry Banking
Experience
First State Bank December 2007 - Present
LPL Finanical September 2003 - December 2007
Skills
Loans, Banking, Commercial Lending, Consumer Lending, Residential Mortgages, Customer Service
Education
Illinois Valley Community College 2003 — 2005
Associate's degree, Accounting
First State Bank December 2007 - Present
LPL Finanical September 2003 - December 2007
Skills
Loans, Banking, Commercial Lending, Consumer Lending, Residential Mortgages, Customer Service
Education
Illinois Valley Community College 2003 — 2005
Associate's degree, Accounting
Douglas A. kuhn's LPL Finanical Experience October 2012 - Present
Job Financial consultant at LPL Finanical
Industry Financial Services
Experience
LPL Finanical October 2012 - Present
RBC Wealth Management July 2002 - October 2012
Prudential Securities September 1990 - July 2002
Skills
Finance, Series 7, Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory, Securities, Investments, Strategic Financial..., Financial Advisory, Series 63, Financial Planning, Customer Service
Education
Oberlin College 1985 — 1985
Bachelor of Arts (B.A.) economics, Economics
Kenyon College 1981 — 1985
Bachelor of Arts (BA), Economics
LPL Finanical October 2012 - Present
RBC Wealth Management July 2002 - October 2012
Prudential Securities September 1990 - July 2002
Skills
Finance, Series 7, Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory, Securities, Investments, Strategic Financial..., Financial Advisory, Series 63, Financial Planning, Customer Service
Education
Oberlin College 1985 — 1985
Bachelor of Arts (B.A.) economics, Economics
Kenyon College 1981 — 1985
Bachelor of Arts (BA), Economics
Renee Huddleston's LPL Finanical Experience November 2011 - Present
Job Financial Consultant at LPL Finanical
Industry Financial Services
Experience
LPL Finanical November 2011 - Present
Progressive Savings Bank August 2007 - October 2011
Woodmen of the World March 2004 - August 2007
JWC Communications August 1998 - February 2004
Education
Cookeville High School
Tennessee Technological University
Bachelor of Science (BS), Business Administration/Major in Accounting
LPL Finanical November 2011 - Present
Progressive Savings Bank August 2007 - October 2011
Woodmen of the World March 2004 - August 2007
JWC Communications August 1998 - February 2004
Education
Cookeville High School
Tennessee Technological University
Bachelor of Science (BS), Business Administration/Major in Accounting
Steven Socha's LPL Finanical Experience August 2001 - Present
Job
Industry Financial Services
Experience
LPL Finanical August 2001 - Present
Education
Central Michigan University
Bachelor's Degree, B.S. in Business Administration
Institue of Business and Finance
CAS, CERTIFIED ANNUITY SPECIALIST
LPL Finanical August 2001 - Present
Education
Central Michigan University
Bachelor's Degree, B.S. in Business Administration
Institue of Business and Finance
CAS, CERTIFIED ANNUITY SPECIALIST
Brenda Koehn's LPL Finanical Experience March 2008 - August 2009
Job Professional Admin Assistant in Financial Industry
Industry Financial Services
Experience
Ray E. Dillon Living Center 2010 - 2014
LPL Finanical March 2008 - August 2009
Pacific Coast Investment Advisors October 2007 - December 2007
Brotherton Investment Consultants August 1992 - August 2007
Education
Hutchinson Community College
Associate of Arts (AA), Core
Ray E. Dillon Living Center 2010 - 2014
LPL Finanical March 2008 - August 2009
Pacific Coast Investment Advisors October 2007 - December 2007
Brotherton Investment Consultants August 1992 - August 2007
Education
Hutchinson Community College
Associate of Arts (AA), Core
Najeeb syed's LPL Finanical Experience December 2014 - Present
Job Senior Java Developer at LPL Financial Svc
Industry Information Technology and Services
Experience
LPL Finanical December 2014 - Present
Royal Bank of Canada April 2014 - November 2014
Rockford Health System August 2013 - March 2014
Domo, Inc. October 2012 - August 2013
Ace Infotech November 2010 - July 2012
Visa June 2008 - November 2010
Skills
Microsoft Office, Customer Service, Management, Project Management, Microsoft Excel, Strategic Planning, Leadership, Microsoft Word, Research, Public Speaking
Education
Jawaharlal Nehru Technological University 2005 — 2008
Bachelor's degree, Electrical, Electronic and Communications Engineering Technology/Technician
LPL Finanical December 2014 - Present
Royal Bank of Canada April 2014 - November 2014
Rockford Health System August 2013 - March 2014
Domo, Inc. October 2012 - August 2013
Ace Infotech November 2010 - July 2012
Visa June 2008 - November 2010
Skills
Microsoft Office, Customer Service, Management, Project Management, Microsoft Excel, Strategic Planning, Leadership, Microsoft Word, Research, Public Speaking
Education
Jawaharlal Nehru Technological University 2005 — 2008
Bachelor's degree, Electrical, Electronic and Communications Engineering Technology/Technician
Benjamin Thong's LPL Finanical Experience May 2013 - June 2013
Job Electrical Engineer Looking for Opportunities
Industry Electrical/Electronic Manufacturing
Experience
Looking for Oppurtunities 2015 - Present
LPL Finanical May 2013 - June 2013
Santa Clara University January 2012 - June 2012
Church & Dwight, Co., Inc. June 2011 - August 2011
Church & Dwight, Co., Inc. June 2010 - August 2010
Hopewell Valley Regional School District June 2009 - August 2009
Education
Santa Clara University 2010 — 2015
B.S. Electrical Engineering, Electrical Engineering
Looking for Oppurtunities 2015 - Present
LPL Finanical May 2013 - June 2013
Santa Clara University January 2012 - June 2012
Church & Dwight, Co., Inc. June 2011 - August 2011
Church & Dwight, Co., Inc. June 2010 - August 2010
Hopewell Valley Regional School District June 2009 - August 2009
Education
Santa Clara University 2010 — 2015
B.S. Electrical Engineering, Electrical Engineering
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.