Medallion Financial Distributors
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Medallion Financial Distributors Employees
Atlantic Financial Group May 2013 - Present
Cambridge Investment Research May 2013 - Present
Medallion Financial Distributors January 2009 - Present
SMC Advisory Network, LLC December 2012 - July 2013
Multi Financial Securities Corp July 2007 - December 2012
Legacy Financial Services April 1994 - July 2007
Regan Holding Corp. January 1990 - January 1994
Skills
Business Development, Branch Management, Recruiting, Financial Planning, Financial Advisory, Retirement Income..., Asset Allocation, Investments, Insurance, 401k, 401k Rollovers, IRAs, Retirement Planning, Wealth Management, Fixed Annuities, Mutual Funds
Education
University of California, Berkeley 1983 — 1985
BA, Legal Studies
Pacific Lutheran University 1981 — 1983
Legal Studies, General
San Rafael High School 1977 — 1981
High School
Gen3 Advisor Group 2014 - Present
Medallion Financial Distributors May 2012 - February 2014
Medallion Financial Distributors December 2011 - May 2012
BeMyDD LLC September 2010 - August 2011
Skills
Social Media Marketing, Small Business, Business Strategy, Business Analysis, Life Insurance, Technology, Digital Marketing, WordPress, Email Marketing, Online Video Marketing, Social Media Measurement, Indexed Annuities, Equity Indexed Annuities, Information Technology, Problem Solving
Education
Miami University 2005 — 2009
BS, Management Information Systems
Cardinal Mooney High School 2001 — 2005
Resonance Music & Arts Festival July 2014 - Present
Shower City July 2014 - Present
BeMyDD LLC October 2010 - Present
Independent December 2009 - Present
Medallion Financial Distributors June 2012 - October 2014
First American Marketing January 2012 - June 2012
Astro Shapes Inc. 2003 - 2010
Skills
Marketing, Sales, Customer Service, Account Management, Strategic Planning, Microsoft Excel, Team Leadership, Fixed Annuities, Life Insurance, Wealth Accumulation, Estate Planning, Long Term Care Insurance, IRAs, Retirement, Retirement Planning, Lead Generation, Training, Social Media
Education
Miami University 2005 — 2009
BS, Marketing
Medallion Financial Distributors January 2007 - September 2007
Integrated Marketing Technologies July 2005 - January 2006
NAS Recruitment Communications December 2002 - June 2005
Education
Capital University 1996 — 1998
ivory and birch October 2014 - Present
Fishman and Tobin May 2013 - January 2014
Willie Hall LLC February 2013 - June 2013
Medallion Financial Distributors January 2012 - April 2013
Old Navy December 2010 - December 2011
Old Navy May 2008 - December 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, HTML, English, Windows, Event Planning, Fashion, Retail
Education
The Art Institute of Pittsburgh 2010 — 2013
Bachelor of Science (BS), Retail and Fashion Management
Kent State University 2007 — 2008
Medallion Financial Distributors February 2015 - Present
Realty Capital Securities September 2013 - March 2015
Behringer Securities June 2012 - September 2013
SAMCO Capital 2009 - June 2012
RL Holdings May 2008 - October 2009
Skills
Private Equity, REIT, Alternative Investments, Real Estate, Fixed Income, CLO, Series 7, BDCs, Capital Markets, Debt, Bloomberg, Microsoft Excel, Financial Modeling, Financial Analysis, Portfolio Management, Argus Modeling, Sales, Salesforce.com, Municipal Bonds, Investment Banking, Investments, Asset Management, Real Estate Economics, Bonds, Due Diligence, Finance, Strategy, Trading, Corporate Finance, Securities, Business Development, Financial Services, Structured Finance, Investment Management, Financial Advisory, Commercial Real Estate, Valuation, Hedge Funds, Mutual Funds, Analysis
Education
Baylor University 2015 — 2017
Master of Business Administration (MBA), Finance, General
Baylor University 2004 — 2008
Finance, Real Estate
Baylor University - Hankamer School of Business
Bachelor of Business Administration (BBA), Finance
Baylor University - Hankamer School of Business
Bachelor of Business Administration (BBA), Real Estate
Way back in the day
Way back in the day
Medallion Financial Distributors August 2013 - Present
Kent State University August 2009 - August 2013
Staples May 2012 - April 2013
KSET Studios 2012 - 2013
Howland Public Works May 2011 - August 2011
Skills
Video Production, Video Editing, Final Cut Pro, Digital Photography, Audio Editing, Audio Engineering, Avid Media Composer, Adobe Audition, Garageband, Lighting, Camera Assistant, Video Camera, Social Media, Social Media Marketing, Email Marketing, Adobe Creative Suite, Microsoft Office, Social Networking
Education
Kent State University 2009 — 2013
Bachelor of Science (B.S.), Electronic Media Production, Senior
Howland high school 2005 — 2009
High School Diploma, College Prep
La Fabbrica Di Moffetta May 2015 - Present
Gen3 Advisor Group October 2014 - Present
AGC 2013 - 2014
Medallion Financial Distributors April 2013 - August 2013
Poland Medical Center 2011 - May 2013
Skills
Cold Calling, Microsoft Office, Sales, PowerPoint, Microsoft Excel, Microsoft Word, Fixed Annuities, Venipuncture, Patient Support, Medical Records, Long-term Care, Direct Patient Care, Patient Education, Clerical Work, Teamwork, Appointment Scheduling, Email Marketing, Task-oriented, Media Relations, Presentations, Medical Software, Software, Indexed Annuities, Product Marketing, Relationship Building, Sales Operations, Salesforce.com, Sales Presentations, Manufacturing Operations, Customer Service, Territory Management, Sales Management, Account Management, Marketing
Education
Youngstown State University 2010 — 2012
Bachelor of Applied Science (B.A.Sc.), Allied Health and Medical Assisting Services
John Carroll University 2009 — 2010
Medallion Financial Distributors December 2008 - Present
Bankers & Investors Company, Inc. April 2013 - Present
CAPITAL ONE HOME LOANS May 2008 - November 2008
First National Mortgage Sources December 2004 - May 2008
Remington Financial Group 2003 - 2004
Skills
Fixed Annuities, IRAs, Insurance, Life Insurance, Retirement Planning, Mortgage Lending, Strategic Financial..., Long-term Care, Retirement, Risk Management, Mutual Funds, Banking, Financial Advisory, Investments, Loans, Financial Analysis, Finance, Wealth, Credit, Wealth Management, 401k
Education
University of Missouri-Kansas City 1996 — 1999
BLA, Liberal Arts and Sciences/Liberal Studies
Bishop Miege H.S. 1991 — 1995