Martin Financial Group
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Martin Financial Group Employees
Employee
Years
Job
Industry
William Parker William Parker's Martin Financial Group Experience April 2014 - December 2014
Job AML Analyst at Dallas Financial Services
Industry Investment Management
Experience
Dallas Financial Services June 2015 - Present
Martin Financial Group April 2014 - December 2014
Arvest Bank July 2013 - December 2013
Skills
Series 7, Series 63, Series 65, Personal Financial..., Customer Service, Financial Services, Insurance, Accounting, Finance, Loans, Investments, Financial Markets, Bloomberg Terminal, Microsoft Office, Credit
Education
University of Oklahoma 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Dallas Financial Services June 2015 - Present
Martin Financial Group April 2014 - December 2014
Arvest Bank July 2013 - December 2013
Skills
Series 7, Series 63, Series 65, Personal Financial..., Customer Service, Financial Services, Insurance, Accounting, Finance, Loans, Investments, Financial Markets, Bloomberg Terminal, Microsoft Office, Credit
Education
University of Oklahoma 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Clinton Poarch, CFP® Clinton Poarch, CFP®'s Martin Financial Group Experience August 2008 - December 2010
Job CERTIFIED FINANCIAL PLANNER™ at 360 Wealth Management/LPL Financial
Industry Financial Services
Experience
360 Wealth Management/LPL Financial December 2010 - Present
Martin Financial Group August 2008 - December 2010
Skills
Retirement Planning, Investment Advisory, Estate Planning, Mutual Funds, Strategic Financial..., Series 7, Financial Planning, Certified Financial..., Wealth Management, Investment Management, Alternative Investments, Portfolio Management, Asset Management, ETFs, Global Tactical Asset..., Wealth Preservation..., Private Equity, REIT, Hedge Funds, Separately Managed..., Bonds, Equities, Fixed Income, Options, Capital Markets, Financial Markets, Risk Management, Structured Products, Registered Investment...
Education
University of Texas at Dallas - Naveen Jindal School of Management 2004 — 2008
Business Administration, Concentration in Finance
New York University 2010 — 2011
Certified Financial Planner, Financial Planning and Services
360 Wealth Management/LPL Financial December 2010 - Present
Martin Financial Group August 2008 - December 2010
Skills
Retirement Planning, Investment Advisory, Estate Planning, Mutual Funds, Strategic Financial..., Series 7, Financial Planning, Certified Financial..., Wealth Management, Investment Management, Alternative Investments, Portfolio Management, Asset Management, ETFs, Global Tactical Asset..., Wealth Preservation..., Private Equity, REIT, Hedge Funds, Separately Managed..., Bonds, Equities, Fixed Income, Options, Capital Markets, Financial Markets, Risk Management, Structured Products, Registered Investment...
Education
University of Texas at Dallas - Naveen Jindal School of Management 2004 — 2008
Business Administration, Concentration in Finance
New York University 2010 — 2011
Certified Financial Planner, Financial Planning and Services
Christina Doan Christina Doan's Martin Financial Group Experience August 2008 - Present
Job Account Manager at Northeastern Benefit Services
Industry Insurance
Experience
Martin Financial Group August 2008 - Present
Skills
Health Savings Accounts, Health Insurance, Employee Benefits, Workers Compensation, Customer Service, Disability Insurance, Term Life Insurance
Education
Arcadia University 2004 — 2008
Bachelor of Arts (B.A.), Business Administration and Management, General
Martin Financial Group August 2008 - Present
Skills
Health Savings Accounts, Health Insurance, Employee Benefits, Workers Compensation, Customer Service, Disability Insurance, Term Life Insurance
Education
Arcadia University 2004 — 2008
Bachelor of Arts (B.A.), Business Administration and Management, General
Tom Barfield Tom Barfield's Martin Financial Group Experience April 1996 - August 1996
Job Sandvik Coromant Customer Service
Industry Mining & Metals
Experience
Sandvik Coromant March 2015 - Present
The Tank Depot July 2014 - March 2015
Tom Barfield Insurance February 2011 - June 2014
Web Stores America March 2004 - February 2011
AIM Mutual Funds September 1996 - March 2004
Martin Financial Group April 1996 - August 1996
Skills
Insurance, Sales, Mutual Funds, Customer Service, Salesforce.com, Team Management, Leadership, Marketing Strategy, Team Building, Microsoft Word, New Business Development, Customer Retention, Direct Sales, Customer Satisfaction, Call Centers, Sales Management, Strategic Planning, Marketing, E-commerce, Management, Training, Account Management, Call Center, Small Business, Process Improvement, Coaching, Recruiting, Cold Calling, Business Development, Negotiation, Life Insurance, Project Management, Risk Management, PowerPoint, Property & Casualty..., Leadership Development, CRM, Team Leadership, Social Networking, Public Speaking, Employee Training, Email Marketing, Operations Management, Sales Operations, Sales Process
Education
University of Houston 1991 — 1993
Bachelor of Arts (BA)
University of Houston 1990 — 1993
BA in Organizational and Behavioral Management
Sandvik Coromant March 2015 - Present
The Tank Depot July 2014 - March 2015
Tom Barfield Insurance February 2011 - June 2014
Web Stores America March 2004 - February 2011
AIM Mutual Funds September 1996 - March 2004
Martin Financial Group April 1996 - August 1996
Skills
Insurance, Sales, Mutual Funds, Customer Service, Salesforce.com, Team Management, Leadership, Marketing Strategy, Team Building, Microsoft Word, New Business Development, Customer Retention, Direct Sales, Customer Satisfaction, Call Centers, Sales Management, Strategic Planning, Marketing, E-commerce, Management, Training, Account Management, Call Center, Small Business, Process Improvement, Coaching, Recruiting, Cold Calling, Business Development, Negotiation, Life Insurance, Project Management, Risk Management, PowerPoint, Property & Casualty..., Leadership Development, CRM, Team Leadership, Social Networking, Public Speaking, Employee Training, Email Marketing, Operations Management, Sales Operations, Sales Process
Education
University of Houston 1991 — 1993
Bachelor of Arts (BA)
University of Houston 1990 — 1993
BA in Organizational and Behavioral Management
Gina Lindsey, CFP Gina Lindsey, CFP's Martin Financial Group Experience June 2007 - February 2012
Job Comprehensive personalized planning focused on turning your assets into income for retirement.
Industry Insurance
Experience
Lindsey Planning Group February 2012 - Present
Cedar Risk Management February 2012 - Present
Martin Financial Group June 2007 - February 2012
Petrone Associates June 2001 - January 2007
Skills
Microsoft Word, PowerPoint, Customer Service, Photoshop, English, Windows, Microsoft Office, Microsoft Excel, Training, Strategic Planning, Public Speaking, Leadership, Insurance, Financial Analysis, Retirement, Investments, Property & Casualty..., Trusted Business Partner, Event Planning, Financial Services, Keen Listener, Analytical Techniques, Employee Benefits, Life Insurance, Term Life Insurance
Education
The College of New Jersey 1997 — 2001
Bachelor of Science (B.S.), Finance, General
Lindsey Planning Group February 2012 - Present
Cedar Risk Management February 2012 - Present
Martin Financial Group June 2007 - February 2012
Petrone Associates June 2001 - January 2007
Skills
Microsoft Word, PowerPoint, Customer Service, Photoshop, English, Windows, Microsoft Office, Microsoft Excel, Training, Strategic Planning, Public Speaking, Leadership, Insurance, Financial Analysis, Retirement, Investments, Property & Casualty..., Trusted Business Partner, Event Planning, Financial Services, Keen Listener, Analytical Techniques, Employee Benefits, Life Insurance, Term Life Insurance
Education
The College of New Jersey 1997 — 2001
Bachelor of Science (B.S.), Finance, General
Marissa Thierry Marissa Thierry's Martin Financial Group Experience May 2010 - October 2013
Job Pharmaceutical Allergy Sales Professional
Industry Pharmaceuticals
Experience
Sanofi June 2015 - Present
AstraZeneca October 2013 - Present
Martin Financial Group May 2010 - October 2013
Skills
Management, CRM, Customer Service, Commercial Lines, Sales, Customer Retention, Microsoft Word, Microsoft Office, Account Management, Risk Management, Insurance, Claim, Commercial Insurance, Disability Insurance, Employee Benefits, Health Insurance
Education
Rider University 2008 — 2010
Bachelor's degree, Elementary Education and American Studies
Sanofi June 2015 - Present
AstraZeneca October 2013 - Present
Martin Financial Group May 2010 - October 2013
Skills
Management, CRM, Customer Service, Commercial Lines, Sales, Customer Retention, Microsoft Word, Microsoft Office, Account Management, Risk Management, Insurance, Claim, Commercial Insurance, Disability Insurance, Employee Benefits, Health Insurance
Education
Rider University 2008 — 2010
Bachelor's degree, Elementary Education and American Studies
Ashley Parks, CFP® Ashley Parks, CFP®'s Martin Financial Group Experience November 1999 - Present
Job Financial Planner, Martin Financial Group
Industry Financial Services
Experience
Martin Financial Group November 1999 - Present
The Saving Seed 2011 - 2013
Associates First Capital May 1998 - October 1999
Skills
Strategic Planning, Strategic Financial..., Financial Planning, Planning, Financial Services, Problem Solving, Financial Analysis, Account Management, Writing, Customer Service, Insurance, Budgeting, Investments, Public Speaking, Finance, Small Business, Portfolio Management, Risk Management, Coaching, Teaching, Excel, Leadership
Education
Southern Methodist University 2002 — 2004
Certificate Program in Financial Planning, Financial Planning
Texas A&M University 1994 — 1998
BBA, Finance
Martin Financial Group November 1999 - Present
The Saving Seed 2011 - 2013
Associates First Capital May 1998 - October 1999
Skills
Strategic Planning, Strategic Financial..., Financial Planning, Planning, Financial Services, Problem Solving, Financial Analysis, Account Management, Writing, Customer Service, Insurance, Budgeting, Investments, Public Speaking, Finance, Small Business, Portfolio Management, Risk Management, Coaching, Teaching, Excel, Leadership
Education
Southern Methodist University 2002 — 2004
Certificate Program in Financial Planning, Financial Planning
Texas A&M University 1994 — 1998
BBA, Finance
Phillip Lowery Phillip Lowery's Martin Financial Group Experience February 2010 - October 2010
Job at
Industry Transportation/Trucking/Railroad
Experience
BNSF Railway January 2015 - Present
BNSF Railway May 2013 - January 2015
BNSF Railway June 2011 - May 2013
BNSF Railway January 2011 - June 2011
Martin Financial Group February 2010 - October 2010
BURLINGTON NORTHERN SANTA FE June 2008 - August 2008
Claffey Pools May 2003 - August 2007
Skills
Leadership, Analysis
Education
Texas A&M University 2005 — 2009
B.S., Economics
BNSF Railway January 2015 - Present
BNSF Railway May 2013 - January 2015
BNSF Railway June 2011 - May 2013
BNSF Railway January 2011 - June 2011
Martin Financial Group February 2010 - October 2010
BURLINGTON NORTHERN SANTA FE June 2008 - August 2008
Claffey Pools May 2003 - August 2007
Skills
Leadership, Analysis
Education
Texas A&M University 2005 — 2009
B.S., Economics
Tom Martin, CFP®, CLU Tom Martin, CFP®, CLU's Martin Financial Group Experience May 2011 - Present
Job Martin Financial Group
Industry Investment Management
Experience
Martin Financial Group May 2011 - Present
Education
University of Arizona 1984 — 1988
University of Arizona 1984 — 1988
BFA, Fine Arts
Martin Financial Group May 2011 - Present
Education
University of Arizona 1984 — 1988
University of Arizona 1984 — 1988
BFA, Fine Arts
Tony Acosta Tony Acosta's Martin Financial Group Experience May 2013 - Present
Job Financial Advisor at Martin Financial Group
Industry Financial Services
Experience
Martin Financial Group May 2013 - Present
Self employed February 2012 - April 2013
Commercial Metals Co. July 1998 - February 2012
Skills
Account Management, Forecasting, Sales Management, Negotiation, Sales, New Business Development, Customer Service, Contract Negotiation, Process Improvement, Microsoft Excel, Strategic Planning, Operations Management, Strategic Financial...
Education
Texas Christian University 1993 — 1998
Bachelor of Science (BS), Economics & Business Administration
Martin Financial Group May 2013 - Present
Self employed February 2012 - April 2013
Commercial Metals Co. July 1998 - February 2012
Skills
Account Management, Forecasting, Sales Management, Negotiation, Sales, New Business Development, Customer Service, Contract Negotiation, Process Improvement, Microsoft Excel, Strategic Planning, Operations Management, Strategic Financial...
Education
Texas Christian University 1993 — 1998
Bachelor of Science (BS), Economics & Business Administration
Jean M. Angelo Jean M. Angelo's Martin Financial Group Experience September 2002 - December 2011
Job Health Benefits | Group Benefits I Affordable Care Act Resource | Speaker
Industry Insurance
Experience
Strategic Group Insurance Solutions December 2011 - Present
Martin Financial Group September 2002 - December 2011
Horizon BCBSNJ May 1994 - September 2002
Skills
Insurance, Employee Benefits, Health Insurance, New Business Development, Term Life Insurance, Brokers, Sales, Management, Life Insurance, Customer Service, Small Business, Disability Insurance, Selling, Health Savings Accounts, Marketing, Sales Management, Business Development, Product Knowledge, Customer Retention, Customer Relations, Leadership, Account Management, Strategic Thinking, Entrepreneurship, Consultative Selling, Driving Sales and Growth, Strategic Alliances and..., Entrepreneurial Vision, Business Management, Mobile Professional, Executive Level..., Executive Level Selling, Public Speaking, Team Leadership, Commercial Insurance, Financial Planners, Presentations, Workers Compensation, Strategic Alliances, Financial Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
University of Haifa 1990 — 1991
Strategic Group Insurance Solutions December 2011 - Present
Martin Financial Group September 2002 - December 2011
Horizon BCBSNJ May 1994 - September 2002
Skills
Insurance, Employee Benefits, Health Insurance, New Business Development, Term Life Insurance, Brokers, Sales, Management, Life Insurance, Customer Service, Small Business, Disability Insurance, Selling, Health Savings Accounts, Marketing, Sales Management, Business Development, Product Knowledge, Customer Retention, Customer Relations, Leadership, Account Management, Strategic Thinking, Entrepreneurship, Consultative Selling, Driving Sales and Growth, Strategic Alliances and..., Entrepreneurial Vision, Business Management, Mobile Professional, Executive Level..., Executive Level Selling, Public Speaking, Team Leadership, Commercial Insurance, Financial Planners, Presentations, Workers Compensation, Strategic Alliances, Financial Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
University of Haifa 1990 — 1991
Roger Glass, ChFC, CLU, CASL Roger Glass, ChFC, CLU, CASL's Martin Financial Group Experience January 1995 - Present
Job Financial Advisor at Martin Financial Group
Industry Financial Services
Experience
Martin Financial Group January 1995 - Present
American General Life Companies January 1992 - January 1995
American General Life Companies January 1989 - January 1992
Skills
Retirement Planning, Life Insurance, Long Term Care Insurance, Medicare Supplement..., Investments, Education Funding, Fee Based Financial..., Retirement, Financial Planners, Insurance, Estate Planning, Series 7, Securities, Pensions, Management, Finance, Disability Insurance, Fixed Annuities, Mutual Funds
Education
Abilene Christian University 1965 — 1968
Bachelor of Science (BS), Religious Education
Del Mar College 1963 — 1965
Associate of Arts (A.A.), General Studies
W. B. Ray High School 1961 — 1963
Diploma
Martin Financial Group January 1995 - Present
American General Life Companies January 1992 - January 1995
American General Life Companies January 1989 - January 1992
Skills
Retirement Planning, Life Insurance, Long Term Care Insurance, Medicare Supplement..., Investments, Education Funding, Fee Based Financial..., Retirement, Financial Planners, Insurance, Estate Planning, Series 7, Securities, Pensions, Management, Finance, Disability Insurance, Fixed Annuities, Mutual Funds
Education
Abilene Christian University 1965 — 1968
Bachelor of Science (BS), Religious Education
Del Mar College 1963 — 1965
Associate of Arts (A.A.), General Studies
W. B. Ray High School 1961 — 1963
Diploma
Stephen Grzelak Stephen Grzelak's Martin Financial Group Experience May 2013 - August 2013
Job Production System Support CoOp at Gulfstream Aerospace
Industry Aviation & Aerospace
Experience
Gulfstream Aerospace May 2015 - Present
Georgia Institute of Technology Campus Recreation Center October 2012 - Present
Gulfstream Aerospace August 2014 - December 2014
Gulfstream Aerospace January 2014 - May 2014
Martin Financial Group May 2013 - August 2013
Martin Financial Group June 2011 - August 2012
Self-Employed September 2011 - June 2012
Skills
Software:Inventor (CAD), Public Speaking, Distillation, Titration, Data Analysis, French, Leadership, Eagle Scout, Organization, Time Management, Matlab, CAD, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Publisher
Education
Georgia Institute of Technology 2012 — 2016
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical Engineering, 3.96/4.0
Georgia Tech Lorraine 2014 — 2014
South Brunswick High School 2008 — 2012
High School Diploma, 4.3/4.0
Gulfstream Aerospace May 2015 - Present
Georgia Institute of Technology Campus Recreation Center October 2012 - Present
Gulfstream Aerospace August 2014 - December 2014
Gulfstream Aerospace January 2014 - May 2014
Martin Financial Group May 2013 - August 2013
Martin Financial Group June 2011 - August 2012
Self-Employed September 2011 - June 2012
Skills
Software:Inventor (CAD), Public Speaking, Distillation, Titration, Data Analysis, French, Leadership, Eagle Scout, Organization, Time Management, Matlab, CAD, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Publisher
Education
Georgia Institute of Technology 2012 — 2016
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical Engineering, 3.96/4.0
Georgia Tech Lorraine 2014 — 2014
South Brunswick High School 2008 — 2012
High School Diploma, 4.3/4.0
Dax Martin's Martin Financial Group Experience November 2004 - Present
Job Financial Advisor at Martin Financial Group
Industry Financial Services
Experience
Martin Financial Group November 2004 - Present
Dallas County District Attorney's Office May 2002 - November 2004
Oak Cliff Country Club March 1993 - August 1997
Skills
Estate Planning, Small Business, Retirement, Insurance, Risk Management, Public Speaking, Retirement Planning, Strategic Planning, Budgets, Litigation, Legal Research
Education
Texas Tech University School of Law 1999 — 2002
Juris Doctorate
The Ohio State University 1999 — 1999
Pre-Law
Murray State University 1996 — 1999
BS
Duncanville High School
Martin Financial Group November 2004 - Present
Dallas County District Attorney's Office May 2002 - November 2004
Oak Cliff Country Club March 1993 - August 1997
Skills
Estate Planning, Small Business, Retirement, Insurance, Risk Management, Public Speaking, Retirement Planning, Strategic Planning, Budgets, Litigation, Legal Research
Education
Texas Tech University School of Law 1999 — 2002
Juris Doctorate
The Ohio State University 1999 — 1999
Pre-Law
Murray State University 1996 — 1999
BS
Duncanville High School
Adam Thompson's Martin Financial Group Experience May 2013 - Present
Job Financial Advisor at Martin Financial Group
Industry Higher Education
Experience
Martin Financial Group May 2013 - Present
Texas A&M University August 2011 - May 2014
RWT Land Services, LLC December 2009 - August 2011
Education
Texas A&M University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Martin Financial Group May 2013 - Present
Texas A&M University August 2011 - May 2014
RWT Land Services, LLC December 2009 - August 2011
Education
Texas A&M University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Jay Newberry Jay Newberry's Martin Financial Group Experience June 2010 - October 2010
Job Senior Sales Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2011 - Present
Martin Financial Group June 2010 - October 2010
National Tire and Battery 2001 - 2009
Institute for advanced technology April 2000 - June 2000
Skills
Strategic Financial..., Sales, Customer Service, Strategic Planning, Insurance, New Business Development, Microsoft Excel, Team Leadership, Budgets, Risk Management, Leadership, Financial Analysis, Microsoft Office, Team Building, Management, Forecasting, Training, Financial Planning, Finance, Relationship Management
Education
The University of Texas at Arlington 2002 — 2005
B.S., Economics
Southwestern University 1999 — 2001
Computer Science
Maypearl High School 1996 — 1999
4.0
TD Ameritrade October 2011 - Present
Martin Financial Group June 2010 - October 2010
National Tire and Battery 2001 - 2009
Institute for advanced technology April 2000 - June 2000
Skills
Strategic Financial..., Sales, Customer Service, Strategic Planning, Insurance, New Business Development, Microsoft Excel, Team Leadership, Budgets, Risk Management, Leadership, Financial Analysis, Microsoft Office, Team Building, Management, Forecasting, Training, Financial Planning, Finance, Relationship Management
Education
The University of Texas at Arlington 2002 — 2005
B.S., Economics
Southwestern University 1999 — 2001
Computer Science
Maypearl High School 1996 — 1999
4.0
Chase Awalt Chase Awalt's Martin Financial Group Experience May 2006 - Present
Job Financial Advisor at Martin Financial Group
Industry Financial Services
Experience
Martin Financial Group May 2006 - Present
Skills
Retirement Planning, Strategic Financial..., Customer Service, Investment Advisory, Retirement, Strategic Planning, Disability Insurance, Estate Planning, Sales, Finance, New Business Development, Financial Planners, Business Planning, Life Insurance, Insurance, College Education..., Wealth Management, Long Term Care Insurance, Business Transition..., Estate Tax Planning, Customer Relations
Education
Texas Tech University 2002 — 2006
Certificate in Personal Financial Planning, Personal Financial Planning
Grapevine 1999 — 2002
Martin Financial Group May 2006 - Present
Skills
Retirement Planning, Strategic Financial..., Customer Service, Investment Advisory, Retirement, Strategic Planning, Disability Insurance, Estate Planning, Sales, Finance, New Business Development, Financial Planners, Business Planning, Life Insurance, Insurance, College Education..., Wealth Management, Long Term Care Insurance, Business Transition..., Estate Tax Planning, Customer Relations
Education
Texas Tech University 2002 — 2006
Certificate in Personal Financial Planning, Personal Financial Planning
Grapevine 1999 — 2002
Saajan Doshi's Martin Financial Group Experience May 2010 - June 2010
Job Investment Banking Analyst at Miller Buckfire
Industry Investment Banking
Experience
Miller Buckfire July 2014 - Present
RootOfAllGood Productions September 2008 - Present
Little Investment Bankers of Rutgers September 2011 - September 2014
Deloitte January 2014 - March 2014
Alternative Investments Club of Rutgers September 2011 - September 2013
Capstone Partners LLC June 2013 - August 2013
Summit Research July 2012 - August 2012
Johnson & Johnson January 2012 - July 2012
Anbakam Metals LLC May 2011 - July 2011
Martin Financial Group May 2010 - June 2010
Skills
PowerPoint, Microsoft Office, Financial Modeling, Microsoft Excel, Financial Analysis, Corporate Finance, Analysis, Leadership, Microsoft Word, Access, Accounting, Marketing, Research, Financial Accounting, Finance, Data Analysis, Teamwork, Strategic Planning, Equities, Valuation, Competitive Analysis, Process Improvement, Time Management, Mergers & Acquisitions, Investment Banking, Equity Research, Venture Capital, Corporate Development, Private Equity
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2014
B.S, Finance, 3.8 GPA
South Brunswick High School 2005 — 2009
Rutgers University-New Brunswick
Miller Buckfire July 2014 - Present
RootOfAllGood Productions September 2008 - Present
Little Investment Bankers of Rutgers September 2011 - September 2014
Deloitte January 2014 - March 2014
Alternative Investments Club of Rutgers September 2011 - September 2013
Capstone Partners LLC June 2013 - August 2013
Summit Research July 2012 - August 2012
Johnson & Johnson January 2012 - July 2012
Anbakam Metals LLC May 2011 - July 2011
Martin Financial Group May 2010 - June 2010
Skills
PowerPoint, Microsoft Office, Financial Modeling, Microsoft Excel, Financial Analysis, Corporate Finance, Analysis, Leadership, Microsoft Word, Access, Accounting, Marketing, Research, Financial Accounting, Finance, Data Analysis, Teamwork, Strategic Planning, Equities, Valuation, Competitive Analysis, Process Improvement, Time Management, Mergers & Acquisitions, Investment Banking, Equity Research, Venture Capital, Corporate Development, Private Equity
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2014
B.S, Finance, 3.8 GPA
South Brunswick High School 2005 — 2009
Rutgers University-New Brunswick
Jordanne Miller Jordanne Miller's Martin Financial Group Experience June 2012 - Present
Job Intern
Industry Management Consulting
Experience
Martin Financial Group June 2012 - Present
Highland Community College May 2005 - August 2011
Highland Community College March 2005 - May 2010
Education
Missouri Western State University 2011 — 2013
Bachelor's Degree-Management
Martin Financial Group June 2012 - Present
Highland Community College May 2005 - August 2011
Highland Community College March 2005 - May 2010
Education
Missouri Western State University 2011 — 2013
Bachelor's Degree-Management
Stephen Ferrera Stephen Ferrera's Martin Financial Group Experience January 2008 - August 2010
Job Account Manager at Martin Insurance Group
Industry Financial Services
Experience
Martin Insurance Group August 2010 - Present
Martin Financial Group January 2008 - August 2010
Skills
Health Savings Accounts, Employee Benefits, Health Insurance, Claims Investigations, HRA, High Deductible Health..., Term Life Insurance, Insurance, Brokers, Disability Insurance, Commercial Insurance, Marketing, Life Insurance, Long-term Care, Health Care Reform, Group Insurance, COBRA, Small Business
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2010
BS, Exercise Science and Sports Studies
Martin Insurance Group August 2010 - Present
Martin Financial Group January 2008 - August 2010
Skills
Health Savings Accounts, Employee Benefits, Health Insurance, Claims Investigations, HRA, High Deductible Health..., Term Life Insurance, Insurance, Brokers, Disability Insurance, Commercial Insurance, Marketing, Life Insurance, Long-term Care, Health Care Reform, Group Insurance, COBRA, Small Business
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2010
BS, Exercise Science and Sports Studies
Christopher Pang Christopher Pang's Martin Financial Group Experience March 2009 - June 2012
Job Broker Resources Specialist at Martin Insurance Group
Industry Insurance
Experience
Martin Insurance Group June 2012 - Present
Martin Financial Group March 2009 - June 2012
Skills
Employee Benefits, Health Insurance, Life Insurance, Dental Insurance, Disability Insurance, Microsoft Office, Building Relationships, Problem Solving, Workers Compensation, Long-term Care, Brokers, Insurance, Risk Management, Term Life Insurance, Property & Casualty..., Small Business, Health Savings Accounts, Customer Service, Training, Retirement, Healthcare, COBRA, Health Care Reform
Education
Arizona State University 2005 — 2008
Bachelor of Science (B.S.), Psychology
Martin Insurance Group June 2012 - Present
Martin Financial Group March 2009 - June 2012
Skills
Employee Benefits, Health Insurance, Life Insurance, Dental Insurance, Disability Insurance, Microsoft Office, Building Relationships, Problem Solving, Workers Compensation, Long-term Care, Brokers, Insurance, Risk Management, Term Life Insurance, Property & Casualty..., Small Business, Health Savings Accounts, Customer Service, Training, Retirement, Healthcare, COBRA, Health Care Reform
Education
Arizona State University 2005 — 2008
Bachelor of Science (B.S.), Psychology
Isaac Segovia's Martin Financial Group Experience April 2007 - August 2007
Job Agent
Industry Financial Services
Experience
Isaac Segovia State Farm April 2014 - Present
Conn's August 2013 - April 2014
Think Finance June 2011 - August 2013
GM Financial/AmeriCredit 2007 - June 2011
Martin Financial Group April 2007 - August 2007
TD Ameritrade September 2006 - March 2007
University Of North Texas January 2004 - August 2006
Skills
Risk Management, Credit Risk, Finance, Analysis, SAS, Portfolio Management, Forecasting, Financial Risk, Microsoft Office, Management, Investments, Credit, Financial Modeling, Data Analysis, Data Modeling, Pricing Analysis, CRM, SAS programming, Investment Advisory, Risk Assessment, Pricing Strategy, Investor Relations, Visual Basic, SAS/SQL, Loss Forecasting, Forecast Modeling, Investment Products, Mortgage Lending, Personal Lines Auto
Education
University of North Texas 2004 — 2006
BBA, Finance
University of Oklahoma 2002 — 2004
Finance
Isaac Segovia State Farm April 2014 - Present
Conn's August 2013 - April 2014
Think Finance June 2011 - August 2013
GM Financial/AmeriCredit 2007 - June 2011
Martin Financial Group April 2007 - August 2007
TD Ameritrade September 2006 - March 2007
University Of North Texas January 2004 - August 2006
Skills
Risk Management, Credit Risk, Finance, Analysis, SAS, Portfolio Management, Forecasting, Financial Risk, Microsoft Office, Management, Investments, Credit, Financial Modeling, Data Analysis, Data Modeling, Pricing Analysis, CRM, SAS programming, Investment Advisory, Risk Assessment, Pricing Strategy, Investor Relations, Visual Basic, SAS/SQL, Loss Forecasting, Forecast Modeling, Investment Products, Mortgage Lending, Personal Lines Auto
Education
University of North Texas 2004 — 2006
BBA, Finance
University of Oklahoma 2002 — 2004
Finance
Travis Krug's Martin Financial Group Experience March 2007 - April 2012
Job FIeld Energy Consultant at SolarCity
Industry Renewables & Environment
Experience
SolarCity August 2014 - Present
Cedar Risk Management June 2013 - August 2014
Cynergy Insurance Services April 2012 - June 2013
Martin Financial Group March 2007 - April 2012
Sun Life Financial June 2006 - March 2007
Skills
Employee Benefits, Health Insurance, Insurance, Disability Insurance, Brokers, Sales, Health Savings Accounts, Healthcare, Account Management, Recruiting, Risk Management
Education
Loyola University Maryland 2002 — 2006
Bachelor's of Business Administration, Marketing
Loyola University Maryland 2002 — 2006
Bachelor of Business Administration (B.B.A.), Marketing
SolarCity August 2014 - Present
Cedar Risk Management June 2013 - August 2014
Cynergy Insurance Services April 2012 - June 2013
Martin Financial Group March 2007 - April 2012
Sun Life Financial June 2006 - March 2007
Skills
Employee Benefits, Health Insurance, Insurance, Disability Insurance, Brokers, Sales, Health Savings Accounts, Healthcare, Account Management, Recruiting, Risk Management
Education
Loyola University Maryland 2002 — 2006
Bachelor's of Business Administration, Marketing
Loyola University Maryland 2002 — 2006
Bachelor of Business Administration (B.B.A.), Marketing
Matthew Ulrick's Martin Financial Group Experience August 2008 - January 2009
Job Vice President Investments at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store November 2014 - Present
The Mutual Fund Store November 2014 - Present
TD Ameritrade March 2013 - November 2014
TD Ameritrade June 2010 - March 2013
TD Ameritrade July 2009 - May 2010
Martin Financial Group August 2008 - January 2009
Skills
Series 7, Investments, Mutual Funds, Wealth Management, Retirement Planning, Securities, Financial Services, Strategic Financial..., Asset Allocation, Portfolio Management, Relationship Management, FINRA, Series 24, Options, Trading, Finance, Sales, Series 63, 401k, Series 65, Uniform Combined State..., Investment Strategies
Education
University of North Texas 2003 — 2008
Bachelor's degree
The Mutual Fund Store November 2014 - Present
The Mutual Fund Store November 2014 - Present
TD Ameritrade March 2013 - November 2014
TD Ameritrade June 2010 - March 2013
TD Ameritrade July 2009 - May 2010
Martin Financial Group August 2008 - January 2009
Skills
Series 7, Investments, Mutual Funds, Wealth Management, Retirement Planning, Securities, Financial Services, Strategic Financial..., Asset Allocation, Portfolio Management, Relationship Management, FINRA, Series 24, Options, Trading, Finance, Sales, Series 63, 401k, Series 65, Uniform Combined State..., Investment Strategies
Education
University of North Texas 2003 — 2008
Bachelor's degree
Heather Troutman's Martin Financial Group Experience March 2008 - May 2009
Job Residential Income Properties Call me at 4802625919
Industry Real Estate
Experience
Real Living SJ Fowler Real Estate June 2014 - Present
Remax Signature April 2014 - June 2014
Remax Home Expert Realty January 2014 - April 2014
Ace Mulligan Homes December 2013 - January 2014
Impulse RealtyRealtor September 2012 - December 2013
MOMS club of San Tan Valley, AZ July 2012 - July 2013
Wells Fargo June 2010 - December 2011
Martin Financial Group March 2008 - May 2009
Martin Financial Group March 2007 - May 2008
Nationwide Retirement Solutions April 2006 - March 2008
Skills
New Business Development, Project Management, Business Strategy, Business Development, Marketing Strategy, Negotiation, Sales Management, Team Building, Marketing, Microsoft Office, Social Media, Customer Service, Sales, Recruiting, Change Management, Account Management, Coaching, Management, Team Leadership, Leadership, Real Estate, First Time Home Buyers, Investors, Training
Education
University of Phoenix 2005 — 2007
Bachelors, Business Management
University of Phoenix 2005 — 2007
Bachelor Degree, Business Management
Real Living SJ Fowler Real Estate June 2014 - Present
Remax Signature April 2014 - June 2014
Remax Home Expert Realty January 2014 - April 2014
Ace Mulligan Homes December 2013 - January 2014
Impulse RealtyRealtor September 2012 - December 2013
MOMS club of San Tan Valley, AZ July 2012 - July 2013
Wells Fargo June 2010 - December 2011
Martin Financial Group March 2008 - May 2009
Martin Financial Group March 2007 - May 2008
Nationwide Retirement Solutions April 2006 - March 2008
Skills
New Business Development, Project Management, Business Strategy, Business Development, Marketing Strategy, Negotiation, Sales Management, Team Building, Marketing, Microsoft Office, Social Media, Customer Service, Sales, Recruiting, Change Management, Account Management, Coaching, Management, Team Leadership, Leadership, Real Estate, First Time Home Buyers, Investors, Training
Education
University of Phoenix 2005 — 2007
Bachelors, Business Management
University of Phoenix 2005 — 2007
Bachelor Degree, Business Management
Ellen Schweitzer's Martin Financial Group Experience January 2011 - September 2012
Job LSP
Industry Education Management
Experience
Allstate January 2013 - Present
Martin Financial Group January 2011 - September 2012
Kendall Park Learning Center 2009 - 2011
Huntington Learning Center February 2006 - January 2009
Skills
Organized Multi-tasker, Solution Focused, Fast Learner, Accurate Data Entry, Team-oriented, Interviews, Time Management, Insurance, Curriculum Design, Management, Sales, Customer Service, Teamwork
Education
Fairleigh Dickinson University 1999 — 2004
BA/MA, Psychology/Elementary Education
Allstate January 2013 - Present
Martin Financial Group January 2011 - September 2012
Kendall Park Learning Center 2009 - 2011
Huntington Learning Center February 2006 - January 2009
Skills
Organized Multi-tasker, Solution Focused, Fast Learner, Accurate Data Entry, Team-oriented, Interviews, Time Management, Insurance, Curriculum Design, Management, Sales, Customer Service, Teamwork
Education
Fairleigh Dickinson University 1999 — 2004
BA/MA, Psychology/Elementary Education
Brian K. Dixon's Martin Financial Group Experience June 2010 - June 2010
Job Student at Rowan University College of Engineering
Industry Mechanical or Industrial Engineering
Experience
WaterTech June 2015 - Present
DesignWrite June 2011 - August 2011
Martin Financial Group June 2010 - June 2010
Skills
Microsoft Office, Matlab, SolidWorks, Engineering, PowerPoint, 3D Printing
Education
Rowan University 2010 — 2015
Mechanical Engineering
South Brunswick High School 2006 — 2010
WaterTech June 2015 - Present
DesignWrite June 2011 - August 2011
Martin Financial Group June 2010 - June 2010
Skills
Microsoft Office, Matlab, SolidWorks, Engineering, PowerPoint, 3D Printing
Education
Rowan University 2010 — 2015
Mechanical Engineering
South Brunswick High School 2006 — 2010