MBM Advisors
Industry: Company
DescriptionFounded: 1966 Parent organization: BOKF, National Association
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MBM Advisors Employees
Employee
Years
Job
Industry
Crystal Enriquez Crystal Enriquez's MBM Advisors Experience October 2008 - Present
Job Benefits Analyst at Direct Energy
Industry Human Resources
Experience
Direct Energy May 2013 - Present
MBM Advisors October 2008 - Present
Bank of America February 2007 - December 2007
Skills
Microsoft Office, Windows 7, Windows Vista, Office Management, Account Reconciliation, Investments
Education
University of Houston, C.T. Bauer College of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Direct Energy May 2013 - Present
MBM Advisors October 2008 - Present
Bank of America February 2007 - December 2007
Skills
Microsoft Office, Windows 7, Windows Vista, Office Management, Account Reconciliation, Investments
Education
University of Houston, C.T. Bauer College of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Catreal St. Luce Catreal St. Luce's MBM Advisors Experience 2009 - 2010
Job Financial Analyst IV at Baker Hughes
Industry Oil & Energy
Experience
Baker Hughes 2012 - Present
MCFA 2010 - 2012
MBM Advisors 2009 - 2010
Merrill Lynch 2009 - 2009
Washington Mutual 2006 - 2008
Skills
Financial Modeling, Financial Forecasting, Cash Flow Management, Financial Reporting, Account Reconciliation, Budgets, Financial Statements, Financial Analysis, SAP, Hyperion HFM, Essbase, Smartview
Education
University of Houston 2011 — 2013
MBA, Accounting and Finance
University of Houston, C.T. Bauer College of Business 2005 — 2009
Bachelors, Finance
Baker Hughes 2012 - Present
MCFA 2010 - 2012
MBM Advisors 2009 - 2010
Merrill Lynch 2009 - 2009
Washington Mutual 2006 - 2008
Skills
Financial Modeling, Financial Forecasting, Cash Flow Management, Financial Reporting, Account Reconciliation, Budgets, Financial Statements, Financial Analysis, SAP, Hyperion HFM, Essbase, Smartview
Education
University of Houston 2011 — 2013
MBA, Accounting and Finance
University of Houston, C.T. Bauer College of Business 2005 — 2009
Bachelors, Finance
Steve Jozwiakowski Steve Jozwiakowski's MBM Advisors Experience November 2001 - March 2003
Job Client Services Manager at OneAmerica
Industry Financial Services
Experience
OneAmerica December 2003 - November 2013
Pan American Life May 2003 - December 2003
MBM Advisors November 2001 - March 2003
The 401(k) Company July 1999 - November 2001
Skills
401k, Employee Benefits, Mutual Funds, Retirement, Retirement Planning, Series 6, Insurance
Education
The University of Texas at Austin 1992 — 1998
History, Government, French
OneAmerica December 2003 - November 2013
Pan American Life May 2003 - December 2003
MBM Advisors November 2001 - March 2003
The 401(k) Company July 1999 - November 2001
Skills
401k, Employee Benefits, Mutual Funds, Retirement, Retirement Planning, Series 6, Insurance
Education
The University of Texas at Austin 1992 — 1998
History, Government, French
Cindy Harper Cindy Harper's MBM Advisors Experience January 1993 - December 1994
Job Business & Retirement Services & Forensic Accounting Consultant
Industry Financial Services
Experience
Harper Consulting Services May 2002 - Present
AIG American General March 2000 - May 2002
JPMorgan Chase March 1998 - March 2000
Hand Benefits & Trust March 1995 - March 1998
MBM Advisors January 1993 - December 1994
Wallace Company January 1991 - September 1992
Sierra Spring Water October 1988 - October 1990
Rockwell International October 1977 - October 1988
Skills
Operations Management, Project Management, Team Building, Forensic Accounting, Business Process..., 401k, Mutual Funds, Business Planning, Employee Benefits, Retirement, Strategic Planning, Payroll, Benefits Administration, Human Resources, Strategic Financial..., Accounting, Financial Services, Financial Analysis, Fixed Assets, Financial Audits, Process Improvement, Account Reconciliation, Relationship Management, Cost Accounting, Retirement Planning, Financial Statements, Management Consulting, Financial Reporting, Small Business, Auditing, Pensions, Training, Budgets, Management, Change Management, Writing Procedures, Cash Management and..., Accounts Payable
Education
University of Houston-Downtown 2012 — 2012
San Jacinto College 2010 — 2012
n/a, Biology/Biological Sciences, General, A
Rice University 2006 — 2007
Certified Financial Planning
University of St. Thomas (TX) 1994 — 1996
MBA, Marketing
Youngstown State University 1981 — 1986
BS in BA, Accounting, Management
Neshannock High School 1972 — 1975
Diploma, busines
Harper Consulting Services May 2002 - Present
AIG American General March 2000 - May 2002
JPMorgan Chase March 1998 - March 2000
Hand Benefits & Trust March 1995 - March 1998
MBM Advisors January 1993 - December 1994
Wallace Company January 1991 - September 1992
Sierra Spring Water October 1988 - October 1990
Rockwell International October 1977 - October 1988
Skills
Operations Management, Project Management, Team Building, Forensic Accounting, Business Process..., 401k, Mutual Funds, Business Planning, Employee Benefits, Retirement, Strategic Planning, Payroll, Benefits Administration, Human Resources, Strategic Financial..., Accounting, Financial Services, Financial Analysis, Fixed Assets, Financial Audits, Process Improvement, Account Reconciliation, Relationship Management, Cost Accounting, Retirement Planning, Financial Statements, Management Consulting, Financial Reporting, Small Business, Auditing, Pensions, Training, Budgets, Management, Change Management, Writing Procedures, Cash Management and..., Accounts Payable
Education
University of Houston-Downtown 2012 — 2012
San Jacinto College 2010 — 2012
n/a, Biology/Biological Sciences, General, A
Rice University 2006 — 2007
Certified Financial Planning
University of St. Thomas (TX) 1994 — 1996
MBA, Marketing
Youngstown State University 1981 — 1986
BS in BA, Accounting, Management
Neshannock High School 1972 — 1975
Diploma, busines
Robert Massa, ChFC®, CEBS®, AIF® CBC Robert Massa, ChFC®, CEBS®, AIF® CBC's MBM Advisors Experience July 2000 - May 2010
Job Chief Investment Officer at Ascende Wealth Advisers & Director of Retirement for Ascende, Inc
Industry Financial Services
Experience
Ascende Wealth Advisers February 2011 - Present
Ascende, Inc. (formerly Employee Benefit Solutions) May 2010 - Present
MBM Advisors July 2000 - May 2010
OppenheimerFunds 1997 - 1999
PaineWebber Trust Co, 1995 - 1997
MassMutual Insurance 1994 - 1996
Skills
Series 7, Customer Relations, Operations Management, Marketing Strategy, Licensing, 401k, Customer Service, Strategic Financial..., Defined Benefit, Employee Benefits, Asset Allocation, ERISA, Sales, Auditing, Benefits Administration, Retirement Planning, Retirement Benefits, Business Relationship..., Health Insurance, Retirement, Mergers & Acquisitions, Project Management, Investments, Insurance, Pensions, Financial Planning
Education
The College of New Jersey 1986 — 1991
Bachelor of Arts (B.A.), Public Administration and Mathematics
Ascende Wealth Advisers February 2011 - Present
Ascende, Inc. (formerly Employee Benefit Solutions) May 2010 - Present
MBM Advisors July 2000 - May 2010
OppenheimerFunds 1997 - 1999
PaineWebber Trust Co, 1995 - 1997
MassMutual Insurance 1994 - 1996
Skills
Series 7, Customer Relations, Operations Management, Marketing Strategy, Licensing, 401k, Customer Service, Strategic Financial..., Defined Benefit, Employee Benefits, Asset Allocation, ERISA, Sales, Auditing, Benefits Administration, Retirement Planning, Retirement Benefits, Business Relationship..., Health Insurance, Retirement, Mergers & Acquisitions, Project Management, Investments, Insurance, Pensions, Financial Planning
Education
The College of New Jersey 1986 — 1991
Bachelor of Arts (B.A.), Public Administration and Mathematics
Glen Burnham's MBM Advisors Experience October 2009 - Present
Job Controller at MBM Advisors
Industry Financial Services
Experience
MBM Advisors October 2009 - Present
FDIC November 2008 - October 2009
Franklin Bank March 2004 - November 2008
TeleCheck October 2001 - March 2004
Bank United May 1993 - May 2001
Bank United August 1989 - May 1993
Springhill Bank & Trust Co. May 1980 - July 1989
Skills
Financial Analysis, Banking, Mortgage Lending, Loans, Portfolio Management, Management, Risk Management, Finance, Strategic Financial..., Investments, Financial Reporting, Financial Modeling, Credit Analysis, Mutual Funds, Accounting, Securities, Series 7
Education
University of Louisiana at Monroe 1976 — 1980
Bachelor, Business Administration
Springhill High School, Springhill, LA 1973 — 1976
MBM Advisors October 2009 - Present
FDIC November 2008 - October 2009
Franklin Bank March 2004 - November 2008
TeleCheck October 2001 - March 2004
Bank United May 1993 - May 2001
Bank United August 1989 - May 1993
Springhill Bank & Trust Co. May 1980 - July 1989
Skills
Financial Analysis, Banking, Mortgage Lending, Loans, Portfolio Management, Management, Risk Management, Finance, Strategic Financial..., Investments, Financial Reporting, Financial Modeling, Credit Analysis, Mutual Funds, Accounting, Securities, Series 7
Education
University of Louisiana at Monroe 1976 — 1980
Bachelor, Business Administration
Springhill High School, Springhill, LA 1973 — 1976
James R. (Jimmy) Salter James R. (Jimmy) Salter's MBM Advisors Experience March 2008 - July 2012
Job Vice President of Corporate Strategy at Atlantic Engineering Group
Industry Telecommunications
Experience
Atlantic Engineering Group July 2015 - Present
Atlantic Engineering Group March 2013 - July 2015
Atlantic Engineering Group July 2012 - March 2013
MBM Advisors March 2008 - July 2012
MLK Capital Management, Inc. July 2006 - March 2008
Bell Capital Management, Inc. August 2004 - May 2006
Education
Sewanee-The University of the South 2000 — 2004
Bachelor of Arts, Political Science & Economics
Atlantic Engineering Group July 2015 - Present
Atlantic Engineering Group March 2013 - July 2015
Atlantic Engineering Group July 2012 - March 2013
MBM Advisors March 2008 - July 2012
MLK Capital Management, Inc. July 2006 - March 2008
Bell Capital Management, Inc. August 2004 - May 2006
Education
Sewanee-The University of the South 2000 — 2004
Bachelor of Arts, Political Science & Economics
Le Claire L. Le Claire L.'s MBM Advisors Experience October 2006 - July 2011
Job New and improved
Industry Financial Services
Experience
Trinity Evangelical Lutheran Church August 2014 - Present
Self-employed musician January 2014 - Present
Self 2012 - 2014
Advent Lutheran Church October 2006 - 2012
MBM Advisors October 2006 - July 2011
Advent Lutheran Church 2006 - 2011
Covenant Lutheran Church September 2001 - June 2006
Compaq Computer Corporation June 1989 - July 2001
Skills
Nonprofits, Choral, Vocals, Music, Public Speaking, Keyboards, Classical, Leadership, Praise & Worship, Fundraising, Teaching, Pastoral Care, Theology
Education
Concordia College
B.A. + 1 year away from Masters, Instrumental and Vocal Music / Art
University of MN
Music Composition and Music Therapy
Trinity Evangelical Lutheran Church August 2014 - Present
Self-employed musician January 2014 - Present
Self 2012 - 2014
Advent Lutheran Church October 2006 - 2012
MBM Advisors October 2006 - July 2011
Advent Lutheran Church 2006 - 2011
Covenant Lutheran Church September 2001 - June 2006
Compaq Computer Corporation June 1989 - July 2001
Skills
Nonprofits, Choral, Vocals, Music, Public Speaking, Keyboards, Classical, Leadership, Praise & Worship, Fundraising, Teaching, Pastoral Care, Theology
Education
Concordia College
B.A. + 1 year away from Masters, Instrumental and Vocal Music / Art
University of MN
Music Composition and Music Therapy
Nathan Aguda Nathan Aguda's MBM Advisors Experience May 2009 - September 2010
Job Procurement Analyst at HewlettPackard
Industry Logistics and Supply Chain
Experience
Hewlett-Packard June 2011 - Present
MBM Advisors May 2009 - September 2010
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, Financial Reporting, PowerPoint, Microsoft Word, Series 7, Investments, Portfolio Management, Customer Service, SAP, Access, Financial Statement..., Supply Chain Management, Accounting, Forecasting, Corporate Finance, Strategic Sourcing, Supply Chain, Management
Education
University of Houston 2007 — 2010
Bachelor of Business Administration (BBA), Logistics, Materials, and Supply Chain Management
Hewlett-Packard June 2011 - Present
MBM Advisors May 2009 - September 2010
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, Financial Reporting, PowerPoint, Microsoft Word, Series 7, Investments, Portfolio Management, Customer Service, SAP, Access, Financial Statement..., Supply Chain Management, Accounting, Forecasting, Corporate Finance, Strategic Sourcing, Supply Chain, Management
Education
University of Houston 2007 — 2010
Bachelor of Business Administration (BBA), Logistics, Materials, and Supply Chain Management
Carrie Diem Nguyen Carrie Diem Nguyen's MBM Advisors Experience June 2012 - June 2014
Job Human Resources at Chevron
Industry Oil & Energy
Experience
Chevron June 2014 - Present
MBM Advisors June 2012 - June 2014
Fred Haas Toyota Country October 2009 - May 2012
Skills
Customer Service, English, Inventory Management, Teaching, Microsoft Office, Microsoft Word, Social Media, Marketing, Social Media Marketing, Microsoft Excel, Photoshop, Research, Sales, Access, PowerPoint
Education
University of Houston, C.T. Bauer College of Business 2008 — 2010
BBA, Major in Management and minor in Marketing
Chevron June 2014 - Present
MBM Advisors June 2012 - June 2014
Fred Haas Toyota Country October 2009 - May 2012
Skills
Customer Service, English, Inventory Management, Teaching, Microsoft Office, Microsoft Word, Social Media, Marketing, Social Media Marketing, Microsoft Excel, Photoshop, Research, Sales, Access, PowerPoint
Education
University of Houston, C.T. Bauer College of Business 2008 — 2010
BBA, Major in Management and minor in Marketing
Whitney Wiener Whitney Wiener's MBM Advisors Experience May 1991 - 1993
Job Credit Account Manager at Williams
Industry Oil & Energy
Experience
Williams January 2013 - Present
Williams May 2011 - January 2013
Williams May 2004 - May 2011
Williams January 2001 - May 2004
JPMorgan Chase May 2000 - August 2000
Van Kampen Funds 1996 - July 1999
Van Kampen Funds 1995 - 1996
Van Kampen Funds 1993 - 1995
MBM Advisors May 1991 - 1993
Skills
Finance, Management, Credit, Financial Analysis, Financial Modeling, Natural Gas, Analysis, Due Diligence, Forecasting, Negotiation, Employee Benefits, Energy, Business Development, Risk Management
Education
Jones Graduate School of Business, Rice University 1999 — 2001
MBA, Finance and Marketing
The Institute for Employee Benefits Training 1991 — 1991
Certificate of Graduation, Qualified Retirement Plan Administration
Tulane University 1986 — 1990
BA, Political Economy
Williams January 2013 - Present
Williams May 2011 - January 2013
Williams May 2004 - May 2011
Williams January 2001 - May 2004
JPMorgan Chase May 2000 - August 2000
Van Kampen Funds 1996 - July 1999
Van Kampen Funds 1995 - 1996
Van Kampen Funds 1993 - 1995
MBM Advisors May 1991 - 1993
Skills
Finance, Management, Credit, Financial Analysis, Financial Modeling, Natural Gas, Analysis, Due Diligence, Forecasting, Negotiation, Employee Benefits, Energy, Business Development, Risk Management
Education
Jones Graduate School of Business, Rice University 1999 — 2001
MBA, Finance and Marketing
The Institute for Employee Benefits Training 1991 — 1991
Certificate of Graduation, Qualified Retirement Plan Administration
Tulane University 1986 — 1990
BA, Political Economy
Farzan Fatehi Farzan Fatehi's MBM Advisors Experience August 2008 - May 2010
Job Manager at Uchi Dallas
Industry Restaurants
Experience
Uchi Dallas March 2012 - Present
Abe's Cajun Market May 2003 - March 2012
TEAM Enterprises September 2010 - February 2012
MBM Advisors August 2008 - May 2010
Skills
Management, Restaurants, Training, Marketing, Customer Service, Financial Reporting, Sales, Leadership, Restaurant Management, Microsoft Office, Microsoft Excel
Education
University of Houston 2003 — 2007
Bachelors in Business Administration, Finance, > 3.0
Uchi Dallas March 2012 - Present
Abe's Cajun Market May 2003 - March 2012
TEAM Enterprises September 2010 - February 2012
MBM Advisors August 2008 - May 2010
Skills
Management, Restaurants, Training, Marketing, Customer Service, Financial Reporting, Sales, Leadership, Restaurant Management, Microsoft Office, Microsoft Excel
Education
University of Houston 2003 — 2007
Bachelors in Business Administration, Finance, > 3.0
Matthew Marett Matthew Marett's MBM Advisors Experience December 2011 - August 2013
Job Associate, Natural Gas Analyst at Castleton Commodities International
Industry Oil & Energy
Experience
Castleton Commodities International June 2014 - Present
MBM Advisors December 2011 - August 2013
Invesco September 2010 - September 2011
Physics Department, Superconductivity Research; University of Houston August 2009 - January 2010
Skills
Options, Investments, Commodity, Equities, Microsoft Excel, Hedging, Microsoft Office, Market Risk, Bloomberg, Quantitative Finance, Asset Managment, Risk Management, Portfolio Management, Quantitative Analytics, Hedge Funds, Options Strategies, Communication, Futures Trading, Financial Analysis, matlab, Liquidity Risk, Oil Analysis, Natural Gas Trading, Derivatives, Trading, Valuation, Financial Modeling, Swaps, Commodity Markets, Asset Allocation, Economics, Trading Systems, Monte Carlo Simulation, Financial Markets, Capital Markets, Fixed Income, Energy, Natural Gas, Financial Risk, Electronic Trading, Finance, Econometrics, R, Time Series Analysis, Energy Markets, Statistical Modeling, Trading Strategies, Bloomberg Terminal, VBA, C
Education
Rensselaer Polytechnic Institute 2013 — 2014
Master's Degree, Derivatives Research, 3.5
University of Houston 2008 — 2012
Honors College, Bachelor's degree, Finance, Alumni
Castleton Commodities International June 2014 - Present
MBM Advisors December 2011 - August 2013
Invesco September 2010 - September 2011
Physics Department, Superconductivity Research; University of Houston August 2009 - January 2010
Skills
Options, Investments, Commodity, Equities, Microsoft Excel, Hedging, Microsoft Office, Market Risk, Bloomberg, Quantitative Finance, Asset Managment, Risk Management, Portfolio Management, Quantitative Analytics, Hedge Funds, Options Strategies, Communication, Futures Trading, Financial Analysis, matlab, Liquidity Risk, Oil Analysis, Natural Gas Trading, Derivatives, Trading, Valuation, Financial Modeling, Swaps, Commodity Markets, Asset Allocation, Economics, Trading Systems, Monte Carlo Simulation, Financial Markets, Capital Markets, Fixed Income, Energy, Natural Gas, Financial Risk, Electronic Trading, Finance, Econometrics, R, Time Series Analysis, Energy Markets, Statistical Modeling, Trading Strategies, Bloomberg Terminal, VBA, C
Education
Rensselaer Polytechnic Institute 2013 — 2014
Master's Degree, Derivatives Research, 3.5
University of Houston 2008 — 2012
Honors College, Bachelor's degree, Finance, Alumni
Marianna Toudouze's MBM Advisors Experience 2000 - 2001
Job Financial Services Administrator/Compliance Manager
Industry Financial Services
Experience
ZT Wealth October 2010 - Present
UBS Private Wealth Management December 2007 - October 2010
UBS Financial Services June 2004 - December 2007
Lincoln Financial Advisors June 2001 - June 2003
MBM Advisors 2000 - 2001
Skills
Sales, Series 7, Portfolio Management, Investments, Financial Services, Asset Management, Financial Advisory, Financial Analysis, Mutual Funds, Trading, Equities, FINRA, 401k, Uniform Combined State..., Series 63
Education
University of Phoenix 2004 — 2005
Lamar University
ZT Wealth October 2010 - Present
UBS Private Wealth Management December 2007 - October 2010
UBS Financial Services June 2004 - December 2007
Lincoln Financial Advisors June 2001 - June 2003
MBM Advisors 2000 - 2001
Skills
Sales, Series 7, Portfolio Management, Investments, Financial Services, Asset Management, Financial Advisory, Financial Analysis, Mutual Funds, Trading, Equities, FINRA, 401k, Uniform Combined State..., Series 63
Education
University of Phoenix 2004 — 2005
Lamar University
Kelli Robinson Healy's MBM Advisors Experience June 2010 - September 2011
Job Portfolio Specialist at Leading Asset Management Co
Industry Financial Services
Experience
Leading Asset Management Co April 2013 - Present
Leading Asset Management Co July 2008 - April 2013
MBM Advisors June 2010 - September 2011
John Hancock June 2005 - July 2008
Skills
Series 63, Series 7, Mutual Funds, Retirement Planning, 401k, Investments, Retirement, Series 6, Securities, Fixed Annuities, Asset Allocation, Wealth Management, Series 65, Insurance, Financial Services, Strategic Financial..., Uniform Combined State..., Alternative Investments, Financial Advisory, Portfolio Management
Education
The University of Texas at Austin 1997 — 2001
Bachelor of Arts (B.A.), Mathematics
Leading Asset Management Co April 2013 - Present
Leading Asset Management Co July 2008 - April 2013
MBM Advisors June 2010 - September 2011
John Hancock June 2005 - July 2008
Skills
Series 63, Series 7, Mutual Funds, Retirement Planning, 401k, Investments, Retirement, Series 6, Securities, Fixed Annuities, Asset Allocation, Wealth Management, Series 65, Insurance, Financial Services, Strategic Financial..., Uniform Combined State..., Alternative Investments, Financial Advisory, Portfolio Management
Education
The University of Texas at Austin 1997 — 2001
Bachelor of Arts (B.A.), Mathematics
Bud Bradford's MBM Advisors Experience July 2007 - January 2008
Job VP Regional Manager at EFS Logistics
Industry Oil & Energy
Experience
EFS Logistics September 2012 - Present
GAMA May 2011 - July 2012
AMS Advisors, LLC August 2008 - 2010
MBM Advisors July 2007 - January 2008
Bank of Texas November 2006 - July 2007
First Hawaiian Bank March 2000 - August 2006
Wells Fargo 1995 - 1996
Skills
Series 7, Investments, New Business Development, Mutual Funds, Retirement Planning, Fixed Annuities, Training
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Accredited Investment Fiduciary
College for Financial Planning
Chartered Retirement Plan Specialist
University of Houston
Bachelor of Science, Business Administraion
Tyler Junior College
EFS Logistics September 2012 - Present
GAMA May 2011 - July 2012
AMS Advisors, LLC August 2008 - 2010
MBM Advisors July 2007 - January 2008
Bank of Texas November 2006 - July 2007
First Hawaiian Bank March 2000 - August 2006
Wells Fargo 1995 - 1996
Skills
Series 7, Investments, New Business Development, Mutual Funds, Retirement Planning, Fixed Annuities, Training
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Accredited Investment Fiduciary
College for Financial Planning
Chartered Retirement Plan Specialist
University of Houston
Bachelor of Science, Business Administraion
Tyler Junior College
Paul Hearren's MBM Advisors Experience June 2000 - August 2002
Job Compliance Analyst
Industry Financial Services
Experience
NEXT Financial Group, Inc. September 2015 - Present
NEXT Financial Group, Inc. June 2014 - September 2015
S Oliver & Associates, L.P. August 2013 - May 2014
Nikki Hearren Surveying Contractors September 2006 - March 2013
Mont Belvieu Assembly of God October 2004 - September 2006
MBM Advisors June 2000 - August 2002
Eshbach Retirement Planning March 1998 - November 1999
Skills
Investments, Finance, Accounting, Retirement, Financial Services, Payroll, Accounts Payable, Internal Audit, Marketing, 401k, Tax
Education
Stephen F. Austin State University 1992 — 1995
B.B.A., Finance
NEXT Financial Group, Inc. September 2015 - Present
NEXT Financial Group, Inc. June 2014 - September 2015
S Oliver & Associates, L.P. August 2013 - May 2014
Nikki Hearren Surveying Contractors September 2006 - March 2013
Mont Belvieu Assembly of God October 2004 - September 2006
MBM Advisors June 2000 - August 2002
Eshbach Retirement Planning March 1998 - November 1999
Skills
Investments, Finance, Accounting, Retirement, Financial Services, Payroll, Accounts Payable, Internal Audit, Marketing, 401k, Tax
Education
Stephen F. Austin State University 1992 — 1995
B.B.A., Finance
Patricia Radel's MBM Advisors Experience 1994 - 1996
Job Senior Quality Control Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2010 - Present
Fidelity Investments September 2008 - January 2010
Fidelity Investments September 2007 - September 2008
AIG Retirement Services December 1998 - August 2007
MBM Advisors 1994 - 1996
Education
Stephen F. Austin State University 1989 — 1993
BBA, Accounting
Fidelity Investments January 2010 - Present
Fidelity Investments September 2008 - January 2010
Fidelity Investments September 2007 - September 2008
AIG Retirement Services December 1998 - August 2007
MBM Advisors 1994 - 1996
Education
Stephen F. Austin State University 1989 — 1993
BBA, Accounting
John Zver's MBM Advisors Experience March 2013 - Present
Job Investment Consultant at MBM Advisors
Industry Financial Services
Experience
MBM Advisors March 2013 - Present
DWS Investments January 2012 - December 2012
DWS Investments February 2008 - January 2012
DWS Investments June 2005 - February 2008
DWS Investments December 2002 - June 2005
River Forest Country Club March 1994 - August 2002
LaSalle Bank June 2001 - August 2001
Skills
Mutual Funds, Series 6, Retirement, Asset Managment, Investments, Retirement Planning, Series 63, Monsters, Wealth Management, Alternative Investments, Asset Management, Violence Against Women, Ballet, Classical Ballet, Series 7, Variable Annuities, Rain Gardens, Asset Allocation, Portfolio Management, Dog Bites, Horse Care, 401k, Puzzles, Makeup Artistry, Puppetry, Sunscreens, Financial Advisory
Education
University of Mississippi 1998 — 2002
B.A., Banking and Finance
Addison Trail High School 1994 — 1998
MBM Advisors March 2013 - Present
DWS Investments January 2012 - December 2012
DWS Investments February 2008 - January 2012
DWS Investments June 2005 - February 2008
DWS Investments December 2002 - June 2005
River Forest Country Club March 1994 - August 2002
LaSalle Bank June 2001 - August 2001
Skills
Mutual Funds, Series 6, Retirement, Asset Managment, Investments, Retirement Planning, Series 63, Monsters, Wealth Management, Alternative Investments, Asset Management, Violence Against Women, Ballet, Classical Ballet, Series 7, Variable Annuities, Rain Gardens, Asset Allocation, Portfolio Management, Dog Bites, Horse Care, 401k, Puzzles, Makeup Artistry, Puppetry, Sunscreens, Financial Advisory
Education
University of Mississippi 1998 — 2002
B.A., Banking and Finance
Addison Trail High School 1994 — 1998
Keith Hawes's MBM Advisors Experience May 2009 - April 2011
Job Vice President of Operations at MBM Advisors, Inc.
Industry Financial Services
Experience
MBM Advisors, Inc. May 2011 - Present
MBM Advisors May 2009 - April 2011
MBM Advisors, Inc. June 2001 - April 2009
Skills
401k, Pension Administration, Retirement Planning, Employee Benefits, Defined Benefit, Strategic Financial..., Series 7, Series 63, Retirement, Tax, Defined Contribution, Mutual Funds, Asset Allocation, Investments, Pensions
Education
Harding University 1990 — 1994
Bachelor of Business Administration (BBA), Accounting
MBM Advisors, Inc. May 2011 - Present
MBM Advisors May 2009 - April 2011
MBM Advisors, Inc. June 2001 - April 2009
Skills
401k, Pension Administration, Retirement Planning, Employee Benefits, Defined Benefit, Strategic Financial..., Series 7, Series 63, Retirement, Tax, Defined Contribution, Mutual Funds, Asset Allocation, Investments, Pensions
Education
Harding University 1990 — 1994
Bachelor of Business Administration (BBA), Accounting
Donna Joiner's MBM Advisors Experience April 2001 - Present
Job Manager, Investment Operations at MBM Advisors
Industry Investment Management
Experience
MBM Advisors April 2001 - Present
The Chase Manhattan Bank 1999 - 2001
Hand & Associates 1999 - 1999
Calloway & Associates 1999 - 1999
Education
The University of Texas at Arlington 1990 — 1993
Accounting
MBM Advisors April 2001 - Present
The Chase Manhattan Bank 1999 - 2001
Hand & Associates 1999 - 1999
Calloway & Associates 1999 - 1999
Education
The University of Texas at Arlington 1990 — 1993
Accounting
Rishi Sawh's MBM Advisors Experience March 1998 - June 2000
Job Manager of Operations pension Administration
Industry Financial Services
Experience
ABG Houston December 2004 - Present
Ingham Retirement Group July 2000 - November 2004
MBM Advisors March 1998 - June 2000
Education
Texas Southern University 1998 — 2000
Bachelor of Business Administration (BA), Finance, General
Houston Community College 1994 — 1998
ABG Houston December 2004 - Present
Ingham Retirement Group July 2000 - November 2004
MBM Advisors March 1998 - June 2000
Education
Texas Southern University 1998 — 2000
Bachelor of Business Administration (BA), Finance, General
Houston Community College 1994 — 1998
Donna Joiner's MBM Advisors Experience April 2001 - May 2012
Job Operations Manager at Asset Management Advisors, Inc.
Industry Financial Services
Experience
Asset Management Advisors, Inc. December 2013 - Present
Langley O'Grady & Associates, P.C. May 2012 - December 2013
MBM Advisors April 2001 - May 2012
Skills
Employee Benefits, Financial Analysis, Series 7, 401k, Mutual Funds
Education
The University of Texas at Arlington
Asset Management Advisors, Inc. December 2013 - Present
Langley O'Grady & Associates, P.C. May 2012 - December 2013
MBM Advisors April 2001 - May 2012
Skills
Employee Benefits, Financial Analysis, Series 7, 401k, Mutual Funds
Education
The University of Texas at Arlington
Kenneth Powell, JD's MBM Advisors Experience December 2011 - August 2014
Job Compliance Consultant at Ascende
Industry Legal Services
Experience
Ascende August 2014 - Present
MBM Advisors December 2011 - August 2014
MBM Advisors May 2007 - December 2011
Equal Employment Opportunity Commission January 2007 - May 2007
Skills
Employee Benefits, Retirement Plan..., Form 5500, IRS problem resolution, Legal Research, Qualified Retirement..., ERISA, Defined Benefit, Defined Contribution, Mediation, 401k, Pensions, Profit Sharing, Retirement Planning, Retirement, Management, Legal Writing, Microsoft Office, Benefits Administration, Insurance, Mergers & Acquisitions
Education
University of Houston Law Center 2008 — 2011
JD, Law
University of Houston 2002 — 2007
BBA, Finance, Management
Ascende August 2014 - Present
MBM Advisors December 2011 - August 2014
MBM Advisors May 2007 - December 2011
Equal Employment Opportunity Commission January 2007 - May 2007
Skills
Employee Benefits, Retirement Plan..., Form 5500, IRS problem resolution, Legal Research, Qualified Retirement..., ERISA, Defined Benefit, Defined Contribution, Mediation, 401k, Pensions, Profit Sharing, Retirement Planning, Retirement, Management, Legal Writing, Microsoft Office, Benefits Administration, Insurance, Mergers & Acquisitions
Education
University of Houston Law Center 2008 — 2011
JD, Law
University of Houston 2002 — 2007
BBA, Finance, Management
Cliff Woodhall's MBM Advisors Experience August 2010 - August 2011
Job Chief Actuary at Loren D. Stark Company, Inc.
Industry Financial Services
Experience
Loren D. Stark Company, Inc. August 2011 - Present
MBM Advisors August 2010 - August 2011
American National Insurance September 2008 - August 2010
American National Insurance October 2002 - September 2008
Skills
Retirement, Defined Benefit, Pension Administration, Retirement Planning, Employee Benefits, Actuarial Science, Retirement Plan..., ERISA, Pensions
Education
Community College of the US Air Force 1983 — 1987
Associate's Degree, Airframe Mechanics and Aircraft Maintenance Technology/Technician, Top Grade
Loren D. Stark Company, Inc. August 2011 - Present
MBM Advisors August 2010 - August 2011
American National Insurance September 2008 - August 2010
American National Insurance October 2002 - September 2008
Skills
Retirement, Defined Benefit, Pension Administration, Retirement Planning, Employee Benefits, Actuarial Science, Retirement Plan..., ERISA, Pensions
Education
Community College of the US Air Force 1983 — 1987
Associate's Degree, Airframe Mechanics and Aircraft Maintenance Technology/Technician, Top Grade
Ricardo Mihaly's MBM Advisors Experience July 2012 - 2013
Job Case Design Director
Industry Financial Services
Experience
MetLife Premier Client Group of Houston an Office of MetLife November 2014 - Present
MBM Advisors July 2012 - 2013
Wealth Development Strategies, L.P. July 2010 - June 2012
Morgan Stanley Smith Barney September 2008 - May 2010
Morgan Stanley Smith Barney July 2007 - September 2008
Woodway Financial Advisors July 2000 - July 2007
The GMS Group LLC January 1994 - July 2000
Skills
Wealth Management, Asset Allocation, Mutual Funds, Series 7, Investments, Portfolio Management, Retirement Planning, Finance, Estate Planning, Financial Modeling, Bonds, Wealth Management..., Financial Services, Financial Planners, Wealth, High Net Worth..., Friendly Personality, Financial Planning, Investment Advisory, Comprehensive Wealth..., Cash Flow, Philanthropic Planning, Wealth Transfer Planning, Educational Planning, Needs Analysis, Department Management, Spanish, Bloomberg Terminal, Thompson One, Zephyr Style Advisor, Zephyr Allocation..., Morningstar Principia, Morningstar Office, Investment Research, Series 66
Education
University of Houston 1990 — 1995
BBA, Finance
MetLife Premier Client Group of Houston an Office of MetLife November 2014 - Present
MBM Advisors July 2012 - 2013
Wealth Development Strategies, L.P. July 2010 - June 2012
Morgan Stanley Smith Barney September 2008 - May 2010
Morgan Stanley Smith Barney July 2007 - September 2008
Woodway Financial Advisors July 2000 - July 2007
The GMS Group LLC January 1994 - July 2000
Skills
Wealth Management, Asset Allocation, Mutual Funds, Series 7, Investments, Portfolio Management, Retirement Planning, Finance, Estate Planning, Financial Modeling, Bonds, Wealth Management..., Financial Services, Financial Planners, Wealth, High Net Worth..., Friendly Personality, Financial Planning, Investment Advisory, Comprehensive Wealth..., Cash Flow, Philanthropic Planning, Wealth Transfer Planning, Educational Planning, Needs Analysis, Department Management, Spanish, Bloomberg Terminal, Thompson One, Zephyr Style Advisor, Zephyr Allocation..., Morningstar Principia, Morningstar Office, Investment Research, Series 66
Education
University of Houston 1990 — 1995
BBA, Finance
Sheri Alsguth, EA, CPC, MSPA, QPFC's MBM Advisors Experience 2002 - 2009
Job CONSULTING ACTUARY at PINNACLE PLAN DESIGN, LLC
Industry Financial Services
Experience
PINNACLE PLAN DESIGN, LLC February 2009 - Present
MBM Advisors 2002 - 2009
Hand Benefits & Trust 1994 - 2002
Skills
Defined Benefit, Pension Administration, Retirement Plan..., Profit Sharing, ERISA, Pensions, 401k, Defined Contribution, Actuarial Science, Actuarial Consulting, Actuaries, Employee Benefits, Retirement Planning
Education
The University of Texas at Austin 1984 — 1988
BBA, Actuarial Science
The University of Texas at Austin
Bachelor of Business Administration (BBA), Actuarial Science
PINNACLE PLAN DESIGN, LLC February 2009 - Present
MBM Advisors 2002 - 2009
Hand Benefits & Trust 1994 - 2002
Skills
Defined Benefit, Pension Administration, Retirement Plan..., Profit Sharing, ERISA, Pensions, 401k, Defined Contribution, Actuarial Science, Actuarial Consulting, Actuaries, Employee Benefits, Retirement Planning
Education
The University of Texas at Austin 1984 — 1988
BBA, Actuarial Science
The University of Texas at Austin
Bachelor of Business Administration (BBA), Actuarial Science
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY