Millennium Financial Group
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Millennium Financial Group Employees
Employee
Years
Job
Industry
Brandon Kline Brandon Kline's Millennium Financial Group Experience November 2011 - Present
Job Lock Desk Manager/IT Analysis Assistant
Industry Financial Services
Experience
Millennium Financial Group November 2011 - Present
Under Armour November 2011 - January 2012
Florida League May 2011 - August 2011
Sportsland August 2006 - August 2008
Skills
Mathematics, Baseball, Computer Repair, Customer Service, Sports Marketing, Sports Management, Sports, Microsoft Office, Facebook, OS X, Athletics, Computer Hardware, Sponsorship, Software, Sports Coaching, Access, Business, Telephone Skills, Football, Retail Sales, POS, Windows, Ticket Sales, Computer Maintenance, Computer Network..., Financial Reporting, encompass360, Mortgage Lending, NYLX, Nitro PDF, Joomla, Finance, Networking
Education
McDaniel College 2007 — 2011
Bachelor's Degree, Business Administration and Sports Management
Middletown High School 2003 — 2007
High School Diploma
Millennium Financial Group November 2011 - Present
Under Armour November 2011 - January 2012
Florida League May 2011 - August 2011
Sportsland August 2006 - August 2008
Skills
Mathematics, Baseball, Computer Repair, Customer Service, Sports Marketing, Sports Management, Sports, Microsoft Office, Facebook, OS X, Athletics, Computer Hardware, Sponsorship, Software, Sports Coaching, Access, Business, Telephone Skills, Football, Retail Sales, POS, Windows, Ticket Sales, Computer Maintenance, Computer Network..., Financial Reporting, encompass360, Mortgage Lending, NYLX, Nitro PDF, Joomla, Finance, Networking
Education
McDaniel College 2007 — 2011
Bachelor's Degree, Business Administration and Sports Management
Middletown High School 2003 — 2007
High School Diploma
Christian Cartwright's Millennium Financial Group Experience May 2014 - Present
Job Business Development Manager NMLS #217271
Industry Real Estate
Experience
Millennium Financial Group May 2014 - Present
George Mason Mortgage March 2012 - September 2013
Community First Bank May 2009 - December 2011
Gary D. Leith Foundation for Parkinson's Research December 2006 - May 2009
Go Mortgage Group, LLC September 2006 - December 2006
Bank of America September 2005 - July 2006
United Health Care April 2004 - July 2005
RPI / Repsonse Companies June 2003 - November 2003
JPMorgan Chase December 2002 - June 2003
Wells Fargo Home Mortgage January 1999 - December 2002
Skills
Mortgage Lending, Residential Mortgages, FHA financing, Loans, VA loans, Reverse Mortgages, Second Mortgages, First Time Home Buyers, Purchase Financing, Refinancings, Loan Origination, Investment Properties, Refinance, Mortgage Banking, REO, FHA, Investors, USDA, Government Loans, Certified Mortgage..., Real Estate Financing, Consumer Lending, Short Sales, Real Estate, Credit, Construction Loans, Condos, Foreclosures, Sellers, Referrals, Real Estate Transactions, HUD, Residential Homes, Mortgage Underwriting, Underwriting, Finance, Non-Conforming, Credit Analysis, Home Equity Loans, Real Estate Economics, Mortgage Marketing, Single Family Homes, Sales, New Home Sales, Property, Home Equity Lines of..., Investments, Banking, Relocation, Financial Structuring
Education
Community College of the Air Force 1996 — 1998
AA, Applied Communication
1995 USAF Intelligence School 1995 — 1995
Imagery Analysis
Middletown High School 1993 — 1994
Biology and Computer Science
Millennium Financial Group May 2014 - Present
George Mason Mortgage March 2012 - September 2013
Community First Bank May 2009 - December 2011
Gary D. Leith Foundation for Parkinson's Research December 2006 - May 2009
Go Mortgage Group, LLC September 2006 - December 2006
Bank of America September 2005 - July 2006
United Health Care April 2004 - July 2005
RPI / Repsonse Companies June 2003 - November 2003
JPMorgan Chase December 2002 - June 2003
Wells Fargo Home Mortgage January 1999 - December 2002
Skills
Mortgage Lending, Residential Mortgages, FHA financing, Loans, VA loans, Reverse Mortgages, Second Mortgages, First Time Home Buyers, Purchase Financing, Refinancings, Loan Origination, Investment Properties, Refinance, Mortgage Banking, REO, FHA, Investors, USDA, Government Loans, Certified Mortgage..., Real Estate Financing, Consumer Lending, Short Sales, Real Estate, Credit, Construction Loans, Condos, Foreclosures, Sellers, Referrals, Real Estate Transactions, HUD, Residential Homes, Mortgage Underwriting, Underwriting, Finance, Non-Conforming, Credit Analysis, Home Equity Loans, Real Estate Economics, Mortgage Marketing, Single Family Homes, Sales, New Home Sales, Property, Home Equity Lines of..., Investments, Banking, Relocation, Financial Structuring
Education
Community College of the Air Force 1996 — 1998
AA, Applied Communication
1995 USAF Intelligence School 1995 — 1995
Imagery Analysis
Middletown High School 1993 — 1994
Biology and Computer Science
Lucy Fox Lucy Fox's Millennium Financial Group Experience October 2013 - January 2014
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Millennium Financial Group October 2013 - January 2014
Fortune Mortgage Company August 2010 - October 2013
JDSU December 2006 - May 2010
Fortune Mortgage Company December 2002 - April 2006
Independent Contractor October 2000 - November 2002
CompUSA December 1998 - November 2000
Thomson Reuters (CDA) July 1996 - November 1998
Skills
Financial Reporting, Customer Service, SDLC, Analytic Problem Solving, Analytics, Team Leadership, Financial Analysis, Requirements Management, Software Quality..., Software Documentation, Requirements Analysis, Databases, Quality Assurance, Process Improvement, Access, Data Analysis, Troubleshooting, Training, Oracle, Technical Support, Windows, Microsoft Office, Analysis
Education
University of Maryland Baltimore County
BA, Physical Geography, cum laude
Montgomery College 2009 — 2011
Certificate, Geographic Information Science and Cartography, cum laude
Millennium Financial Group October 2013 - January 2014
Fortune Mortgage Company August 2010 - October 2013
JDSU December 2006 - May 2010
Fortune Mortgage Company December 2002 - April 2006
Independent Contractor October 2000 - November 2002
CompUSA December 1998 - November 2000
Thomson Reuters (CDA) July 1996 - November 1998
Skills
Financial Reporting, Customer Service, SDLC, Analytic Problem Solving, Analytics, Team Leadership, Financial Analysis, Requirements Management, Software Quality..., Software Documentation, Requirements Analysis, Databases, Quality Assurance, Process Improvement, Access, Data Analysis, Troubleshooting, Training, Oracle, Technical Support, Windows, Microsoft Office, Analysis
Education
University of Maryland Baltimore County
BA, Physical Geography, cum laude
Montgomery College 2009 — 2011
Certificate, Geographic Information Science and Cartography, cum laude
Bradley J. Kellen, CFP®, ChFC®, CFS® Bradley J. Kellen, CFP®, ChFC®, CFS®'s Millennium Financial Group Experience December 2012 - Present
Job CERTIFIED FINANCIAL PLANNER™ professional – Investments & Strategic Financial Solutions for a Complex Environment
Industry Financial Services
Experience
Millennium Financial Group December 2012 - Present
Colorado Springs Flames (Semi-Pro Football) March 2008 - Present
New England Financial July 2000 - December 2012
New York Life Insurance Company December 1998 - July 2000
California Casualty Management Company June 1991 - December 1998
Great Western Properties / Watson & Nardi April 1990 - June 1991
Skills
Investments, Leadership, Finance, Retirement Planning, Fixed Annuities, Strategic Financial..., Disability Insurance, Wealth Management, Life Insurance, 401k, Pensions, Insurance, Investment Strategies, Financial Analysis, Risk Management, Retirement, Mutual Funds
Education
The American College
Chartered Financial Consultant® (ChFC®), Advanced Financial Planning
Institute of Business and Finance
Certified Fund Specialist® (CFS®), Portfolio Construction
California State University-Hayward 1986 — 1989
Bachelor of Science (B.S.), Business Administration
Leland High School 1979 — 1982
Millennium Financial Group December 2012 - Present
Colorado Springs Flames (Semi-Pro Football) March 2008 - Present
New England Financial July 2000 - December 2012
New York Life Insurance Company December 1998 - July 2000
California Casualty Management Company June 1991 - December 1998
Great Western Properties / Watson & Nardi April 1990 - June 1991
Skills
Investments, Leadership, Finance, Retirement Planning, Fixed Annuities, Strategic Financial..., Disability Insurance, Wealth Management, Life Insurance, 401k, Pensions, Insurance, Investment Strategies, Financial Analysis, Risk Management, Retirement, Mutual Funds
Education
The American College
Chartered Financial Consultant® (ChFC®), Advanced Financial Planning
Institute of Business and Finance
Certified Fund Specialist® (CFS®), Portfolio Construction
California State University-Hayward 1986 — 1989
Bachelor of Science (B.S.), Business Administration
Leland High School 1979 — 1982
Scott Zetlan's Millennium Financial Group Experience January 2000 - Present
Job CEO at Millennium Marketing Group
Industry Marketing and Advertising
Experience
Millennium Financial Group January 2000 - Present
FitnessBargains, Inc. January 1995 - Present
Skills
SEO, Online Advertising, Social Media Marketing, Digital Marketing, SEM, Landing Page..., Media Buying, Digital Media, Conversion Optimization, PPC, Google Adwords, Facebook, Facebook Marketing
Education
Brandeis University
BA
Millennium Financial Group January 2000 - Present
FitnessBargains, Inc. January 1995 - Present
Skills
SEO, Online Advertising, Social Media Marketing, Digital Marketing, SEM, Landing Page..., Media Buying, Digital Media, Conversion Optimization, PPC, Google Adwords, Facebook, Facebook Marketing
Education
Brandeis University
BA
Mark R. Lyons's Millennium Financial Group Experience December 2012 - Present
Job Founding Partner at Millennium Financial Group, Retirement Income Specialist/Financial Planner with Cetera Advisors, LLC
Industry Financial Services
Experience
Millennium Financial Group December 2012 - Present
Millennium Financial Group December 2012 - Present
Millennium Financial Group December 2012 - Present
Millennium Financial Group December 2012 - Present
Millennium Financial Group December 2012 - Present
Millennium Financial Group December 2012 - Present
Millennium Financial Group December 2012 - Present
New England Financial, MassMutual Financial Group, Prudential Financial Group June 2004 - December 2012
Various telecommunications companies July 1990 - June 2004
Various financial institutions May 1983 - June 1990
Skills
Life Insurance, Investment Strategies, Retirement Income..., Annuities, Financial Planning, Long Term Care Insurance, Retirement Plan..., College Savings Plans, Investment Advisory, Disability Insurance, Estate Planning, Business Succession, Retirement Planning
Education
The American College 2004 — 2015
Financial Planning, Retirement Income, Working with Seniors, Investment Planning
Utah State University 1980 — 1983
BA, Finance, Economics
Brigham Young University 1977 — 1978
Business/Finance & Economics
Millennium Financial Group December 2012 - Present
Millennium Financial Group December 2012 - Present
Millennium Financial Group December 2012 - Present
Millennium Financial Group December 2012 - Present
Millennium Financial Group December 2012 - Present
Millennium Financial Group December 2012 - Present
Millennium Financial Group December 2012 - Present
New England Financial, MassMutual Financial Group, Prudential Financial Group June 2004 - December 2012
Various telecommunications companies July 1990 - June 2004
Various financial institutions May 1983 - June 1990
Skills
Life Insurance, Investment Strategies, Retirement Income..., Annuities, Financial Planning, Long Term Care Insurance, Retirement Plan..., College Savings Plans, Investment Advisory, Disability Insurance, Estate Planning, Business Succession, Retirement Planning
Education
The American College 2004 — 2015
Financial Planning, Retirement Income, Working with Seniors, Investment Planning
Utah State University 1980 — 1983
BA, Finance, Economics
Brigham Young University 1977 — 1978
Business/Finance & Economics
Katie Behrens's Millennium Financial Group Experience 1998 - 2000
Job Financal Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2009 - Present
New England Financial 2004 - 2009
AXA / Mony Group 2002 - 2004
Solomon, Smith, Barney 2000 - 2002
Millennium Financial Group 1998 - 2000
Education
Columbia University - Columbia Business School
Executive Education
Fordham University
Ph.D
New York University
MA
New York University
BA
AXA Advisors 2009 - Present
New England Financial 2004 - 2009
AXA / Mony Group 2002 - 2004
Solomon, Smith, Barney 2000 - 2002
Millennium Financial Group 1998 - 2000
Education
Columbia University - Columbia Business School
Executive Education
Fordham University
Ph.D
New York University
MA
New York University
BA