Money Concepts
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Money Concepts Employees
Employee
Years
Job
Industry
Geoffrey Ringle Geoffrey Ringle's Money Concepts Experience November 2014 - Present
Job Financial Advisor at Money Concepts
Industry Financial Services
Experience
Money Concepts November 2014 - Present
Cincinnati Fire Department October 2013 - Present
Education
University of Cincinnati
Bachelor's Degree, Communication
Money Concepts November 2014 - Present
Cincinnati Fire Department October 2013 - Present
Education
University of Cincinnati
Bachelor's Degree, Communication
Nate Dodds Nate Dodds's Money Concepts Experience May 2012 - August 2013
Job Wealth Advisor at Dodds Wealth Advisors
Industry Financial Services
Experience
Dodds Wealth Advisors May 2014 - Present
Money Concepts May 2012 - August 2013
Liberty National Bank June 2010 - August 2011
Skills
Marketing, Microsoft Office, Customer Service, Microsoft Excel, Public Speaking, Microsoft Word, PowerPoint, Leadership, Banking, English, Outlook, Finance, Windows, Research, Teaching, Project Management
Education
Mount Vernon Nazarene University 2010 — 2014
Bachelor of Science (BS), Management, Minor in Marketing
Bellefontaine High School 2006 — 2010
Diploma
Dodds Wealth Advisors May 2014 - Present
Money Concepts May 2012 - August 2013
Liberty National Bank June 2010 - August 2011
Skills
Marketing, Microsoft Office, Customer Service, Microsoft Excel, Public Speaking, Microsoft Word, PowerPoint, Leadership, Banking, English, Outlook, Finance, Windows, Research, Teaching, Project Management
Education
Mount Vernon Nazarene University 2010 — 2014
Bachelor of Science (BS), Management, Minor in Marketing
Bellefontaine High School 2006 — 2010
Diploma
Farid Mansour Farid Mansour's Money Concepts Experience January 1992 - January 1997
Job Senior Professional Sales Representative and Regional Field Trainer at Mylan Specialty
Industry Pharmaceuticals
Experience
Mylan Specialty January 2011 - Present
sanofi-aventis/inVentiv Health December 2008 - December 2010
Newport Beach Business Center (Mail Boxes Etc.) January 1997 - January 2008
Money Concepts January 1992 - January 1997
. October 1994 - December 1994
Skills
Pharmaceutical Industry, Pharmaceutical Sales, Diabetes, Allergy, Pulmonology, Endocrinology, Managed Care, Territory Management, Sales Operations, Buy & Bill, Sales, Selling Skills, Sales Management, Product Launch, Sales Effectiveness, Account Management, Key Account Management, New Business Development, Market Planning, • Fluent in Arabic and..., Business Planning, Cold Calling, Hypertension, Hospital Sales, Sales Force Development, Sales Presentations, Business Development, Selling, Competitive Analysis, Asthma, Cross-functional Team..., Business Acumen, Pharmaceutics, Infectious Diseases, Market Development, Orthopedic, ENT, Leadership, Management, Pain Management, Osteoporosis, Surgeons, Biotechnology, B2B, Psychiatry, Forecasting, Nephrology, Strategic Planning, Operating Room, Healthcare
Education
Ain Shams University
Bachelor's degree, Business Administration
Ain Shams University
Minor, Accounting
Institute of Business and Finance
Certified Fund Specialist
Mylan Specialty January 2011 - Present
sanofi-aventis/inVentiv Health December 2008 - December 2010
Newport Beach Business Center (Mail Boxes Etc.) January 1997 - January 2008
Money Concepts January 1992 - January 1997
. October 1994 - December 1994
Skills
Pharmaceutical Industry, Pharmaceutical Sales, Diabetes, Allergy, Pulmonology, Endocrinology, Managed Care, Territory Management, Sales Operations, Buy & Bill, Sales, Selling Skills, Sales Management, Product Launch, Sales Effectiveness, Account Management, Key Account Management, New Business Development, Market Planning, • Fluent in Arabic and..., Business Planning, Cold Calling, Hypertension, Hospital Sales, Sales Force Development, Sales Presentations, Business Development, Selling, Competitive Analysis, Asthma, Cross-functional Team..., Business Acumen, Pharmaceutics, Infectious Diseases, Market Development, Orthopedic, ENT, Leadership, Management, Pain Management, Osteoporosis, Surgeons, Biotechnology, B2B, Psychiatry, Forecasting, Nephrology, Strategic Planning, Operating Room, Healthcare
Education
Ain Shams University
Bachelor's degree, Business Administration
Ain Shams University
Minor, Accounting
Institute of Business and Finance
Certified Fund Specialist
Esther Huff Esther Huff's Money Concepts Experience January 2011 - Present
Job Office Manager at L.S. Wells Inc / Money Concepts | Database Analyst | Customer Svc | Insurance License
Industry Executive Office
Experience
Money Concepts January 2011 - Present
State Farm Insurance - Devin Witherspoon Agency - Fayetteville, GA August 2010 - December 2010
New Hope Baptist Church January 2010 - June 2010
Yamaha Golf-Car Company September 2002 - November 2009
Snapper Power Equipment May 1988 - August 2002
J-MAXX Graphics May 1986 - May 1988
Skills
Account Management, Databases, Data Analysis, Data Management, Database Design, Customer Relations, Customer Retention, Customer Service, Customization, Email Marketing, Program Management, Microsoft Excel, Administrative..., PowerPoint, Leadership, Training, Sales Management, Manufacturing, Marketing Strategy, Microsoft Office, Time Management, Marketing, CRM, Sales, Forecasting, Outlook, Customer Satisfaction, Process Improvement, Sales Operations
Education
Licensed Life, Accident, and Sickness Agent 2010 — 2014
Insurance
Licensed Property and Casualty Agent 2010 — 2014
Insurance
The Project Success Method 2010 — 2010
Certificate in Project Management
The University of Georgia 1982 — 1985
BA, Drama (theatrical design)
Money Concepts January 2011 - Present
State Farm Insurance - Devin Witherspoon Agency - Fayetteville, GA August 2010 - December 2010
New Hope Baptist Church January 2010 - June 2010
Yamaha Golf-Car Company September 2002 - November 2009
Snapper Power Equipment May 1988 - August 2002
J-MAXX Graphics May 1986 - May 1988
Skills
Account Management, Databases, Data Analysis, Data Management, Database Design, Customer Relations, Customer Retention, Customer Service, Customization, Email Marketing, Program Management, Microsoft Excel, Administrative..., PowerPoint, Leadership, Training, Sales Management, Manufacturing, Marketing Strategy, Microsoft Office, Time Management, Marketing, CRM, Sales, Forecasting, Outlook, Customer Satisfaction, Process Improvement, Sales Operations
Education
Licensed Life, Accident, and Sickness Agent 2010 — 2014
Insurance
Licensed Property and Casualty Agent 2010 — 2014
Insurance
The Project Success Method 2010 — 2010
Certificate in Project Management
The University of Georgia 1982 — 1985
BA, Drama (theatrical design)
Brandon Lytle's Money Concepts Experience November 2008 - June 2012
Job President | Financial Advisor at Creative Capital Group at Money Concepts
Industry Financial Services
Experience
Creative Capital Group at Money Concepts January 2015 - Present
Creative Capital Group at Money Concepts July 2012 - January 2015
Money Concepts November 2008 - June 2012
Skills
401k Rollovers, Retirement Planning, Wealth Management, Life Insurance, Financial Services, Estate Planning, Tax Reduction, Business Planning, Pensions, Asset Management, Investment Strategies, Finance, Financial Advisory, IRAs, Wealth
Education
University of Kentucky 2003 — 2007
BS, Finance
Creative Capital Group at Money Concepts January 2015 - Present
Creative Capital Group at Money Concepts July 2012 - January 2015
Money Concepts November 2008 - June 2012
Skills
401k Rollovers, Retirement Planning, Wealth Management, Life Insurance, Financial Services, Estate Planning, Tax Reduction, Business Planning, Pensions, Asset Management, Investment Strategies, Finance, Financial Advisory, IRAs, Wealth
Education
University of Kentucky 2003 — 2007
BS, Finance
Ed Hilston Ed Hilston's Money Concepts Experience 1993 - December 2013
Job Financial Advisor at Balanced Wealth Advisors
Industry Financial Services
Experience
Balanced Wealth Advisors January 2014 - Present
Money Concepts 1993 - December 2013
Money Concepts Financial Planning Centre 1993 - December 2013
Raytheon 1990 - 1991
Lockheed Martin 1985 - 1990
Skills
Investment Advisory, IRAs, Retirement, Wealth Management, Retirement Planning, Financial Advisory, Strategic Financial..., Financial Planners, Mutual Funds, Estate Planning, 401k, Securities, Finance, Series 7, Long-term Care, Fixed Annuities, Investments, Financial Analysis, Wealth Accumulation, Series 63, Financial Planning, Life Insurance, Portfolio Management, Asset Management
Education
UMass Lowell 1984 — 1987
Bachelors of Science, Electronics Engineering
UNH
Balanced Wealth Advisors January 2014 - Present
Money Concepts 1993 - December 2013
Money Concepts Financial Planning Centre 1993 - December 2013
Raytheon 1990 - 1991
Lockheed Martin 1985 - 1990
Skills
Investment Advisory, IRAs, Retirement, Wealth Management, Retirement Planning, Financial Advisory, Strategic Financial..., Financial Planners, Mutual Funds, Estate Planning, 401k, Securities, Finance, Series 7, Long-term Care, Fixed Annuities, Investments, Financial Analysis, Wealth Accumulation, Series 63, Financial Planning, Life Insurance, Portfolio Management, Asset Management
Education
UMass Lowell 1984 — 1987
Bachelors of Science, Electronics Engineering
UNH
Jason Gaylor Jason Gaylor's Money Concepts Experience February 2009 - Present
Job Wealth Architect
Industry Financial Services
Experience
Money Concepts February 2009 - Present
BubbaGirl Foundation 2008 - Present
United First Financial September 2007 - January 2010
Skills
Investments, Wealth Management, Mortgage Lending, Real Estate, Employee Benefits, Finance, Strategic Partnerships, Financial Advisory, Small Business, Retirement Planning, Fixed Annuities, Retirement, Coaching, Insurance, Strategic Financial..., Public Speaking, Marketing, Sales, Strategic Planning, Customer Service
Education
The Ohio State University 1997 — 1999
Aviation/General Education
Money Concepts February 2009 - Present
BubbaGirl Foundation 2008 - Present
United First Financial September 2007 - January 2010
Skills
Investments, Wealth Management, Mortgage Lending, Real Estate, Employee Benefits, Finance, Strategic Partnerships, Financial Advisory, Small Business, Retirement Planning, Fixed Annuities, Retirement, Coaching, Insurance, Strategic Financial..., Public Speaking, Marketing, Sales, Strategic Planning, Customer Service
Education
The Ohio State University 1997 — 1999
Aviation/General Education
Linda Mozzone Linda Mozzone's Money Concepts Experience January 1996 - September 1998
Job President at Custom Wealth Management
Industry Financial Services
Experience
LPL Financial January 2009 - Present
Custom Wealth Management January 2009 - Present
A.G. Edwards March 1999 - January 2009
Prudential Securities October 1998 - February 1999
Money Concepts January 1996 - September 1998
Kemper Financial Services September 1993 - March 1995
Kemper Asset Managemnt January 1991 - September 1993
Kemper Financial Services July 1985 - December 1990
Kemper Financial Services September 1984 - June 1985
Skills
Wealth Management, Retirement, FINRA, Small Business, Financial Planning, Insurance, Strategic Financial..., Securities, Portfolio Management, Mutual Funds, Estate Planning, 401k, Accounting, Alternative Investments, Asset Management, Asset Allocation, Bonds, Customer Service, ETFs, Finance, Financial Advisory, Financial Analysis, Financial Planners, Financial Services, Fixed Annuities, IRAs, Investment Advisory, Investment Management, Investment Strategies, Investments, Life Insurance, Long-term Care, Pensions, Retirement Planning, Sales, Series 24, Series 63, Series 7, Strategy, Wealth, Wealth Management..., Series 6, Disability Insurance, Personal Financial..., Uniform Combined State...
Education
Benedictine University 1981 — 1985
BA, International Business and Economics
Carmel Catholic High School 1977 — 1981
LPL Financial January 2009 - Present
Custom Wealth Management January 2009 - Present
A.G. Edwards March 1999 - January 2009
Prudential Securities October 1998 - February 1999
Money Concepts January 1996 - September 1998
Kemper Financial Services September 1993 - March 1995
Kemper Asset Managemnt January 1991 - September 1993
Kemper Financial Services July 1985 - December 1990
Kemper Financial Services September 1984 - June 1985
Skills
Wealth Management, Retirement, FINRA, Small Business, Financial Planning, Insurance, Strategic Financial..., Securities, Portfolio Management, Mutual Funds, Estate Planning, 401k, Accounting, Alternative Investments, Asset Management, Asset Allocation, Bonds, Customer Service, ETFs, Finance, Financial Advisory, Financial Analysis, Financial Planners, Financial Services, Fixed Annuities, IRAs, Investment Advisory, Investment Management, Investment Strategies, Investments, Life Insurance, Long-term Care, Pensions, Retirement Planning, Sales, Series 24, Series 63, Series 7, Strategy, Wealth, Wealth Management..., Series 6, Disability Insurance, Personal Financial..., Uniform Combined State...
Education
Benedictine University 1981 — 1985
BA, International Business and Economics
Carmel Catholic High School 1977 — 1981
My-Van Tran My-Van Tran's Money Concepts Experience April 2011 - Present
Job Business Manager at Money Concepts
Industry Financial Services
Experience
Money Concepts April 2011 - Present
Signatec April 1999 - April 2011
Cerplex September 1993 - April 1999
Skills
Strategic Financial..., Wealth Management, Investments, Retirement Planning, Portfolio Management, Mutual Funds, Insurance, Asset Management, Investment Advisory, Financial Advisory, Financial Analysis, Retirement
Education
Glendale Community College 1981 — 1983
Associate of Science (A.S.), Electronics and Computer
Money Concepts April 2011 - Present
Signatec April 1999 - April 2011
Cerplex September 1993 - April 1999
Skills
Strategic Financial..., Wealth Management, Investments, Retirement Planning, Portfolio Management, Mutual Funds, Insurance, Asset Management, Investment Advisory, Financial Advisory, Financial Analysis, Retirement
Education
Glendale Community College 1981 — 1983
Associate of Science (A.S.), Electronics and Computer
Justin VanSpronsen Justin VanSpronsen's Money Concepts Experience September 2012 - Present
Job Financial Advisor at Eastown Financial Services Inc
Industry Financial Services
Experience
Eastown Financial Services Inc December 2014 - Present
Money Concepts September 2012 - Present
Thornapple Financial Center September 2012 - December 2014
Spartan Stores June 2005 - September 2012
Skills
Strategic Financial..., Financial Analysis, Finance, Securities, Tax, Accounting, Investments, Financial Planners, Tax Preparation, Retirement Planning, Portfolio Management, Income Tax, Financial Advisory, QuickBooks, Small Business, Estate Planning, Mutual Funds, Risk Management, Wealth Management, Retirement, Cash Flow, Budgets, 401k, Financial Planning
Education
Davenport University 2009 — 2010
Master of Business Administration (MBA), Accounting
Western Michigan University 2003 — 2007
Bachelor of Business Administration (BBA), Accounting
Eastown Financial Services Inc December 2014 - Present
Money Concepts September 2012 - Present
Thornapple Financial Center September 2012 - December 2014
Spartan Stores June 2005 - September 2012
Skills
Strategic Financial..., Financial Analysis, Finance, Securities, Tax, Accounting, Investments, Financial Planners, Tax Preparation, Retirement Planning, Portfolio Management, Income Tax, Financial Advisory, QuickBooks, Small Business, Estate Planning, Mutual Funds, Risk Management, Wealth Management, Retirement, Cash Flow, Budgets, 401k, Financial Planning
Education
Davenport University 2009 — 2010
Master of Business Administration (MBA), Accounting
Western Michigan University 2003 — 2007
Bachelor of Business Administration (BBA), Accounting
James Karns James Karns's Money Concepts Experience July 1997 - Present
Job President at Money Concepts
Industry Financial Services
Experience
Money Concepts July 1997 - Present
Skills
Retirement Planning, Retirement, Investments, Wealth Management, Strategic Financial..., Estate Planning, Fixed Annuities, Investment Advisory, Mutual Funds, Insurance, 401k, Financial Advisory, Asset Management, Financial Planners, Series 7
Education
West Point 1950 — 1954
Money Concepts July 1997 - Present
Skills
Retirement Planning, Retirement, Investments, Wealth Management, Strategic Financial..., Estate Planning, Fixed Annuities, Investment Advisory, Mutual Funds, Insurance, 401k, Financial Advisory, Asset Management, Financial Planners, Series 7
Education
West Point 1950 — 1954
Ashley Coury Ashley Coury's Money Concepts Experience January 1998 - Present
Job Business Manager at Money Concepts
Industry Financial Services
Experience
Money Concepts January 1998 - Present
Education
The Ohio State University 1994 — 2000
BA, Financial Planning
Money Concepts January 1998 - Present
Education
The Ohio State University 1994 — 2000
BA, Financial Planning
Rita Faroh Rita Faroh's Money Concepts Experience July 2014 - Present
Job Virtual Assistant at Money Concepts
Industry Consumer Goods
Experience
Money Concepts July 2014 - Present
American Greetings January 2011 - August 2013
American Greetings August 2007 - May 2011
Faroh's Candies June 2001 - August 2007
Skills
Product Development, Analysis, Consumer Insights, Customer Insight, Competitive Analysis, Market Research, Product Management, Marketing Strategy, Strategic Planning, Merchandising, Account Management, Social Media Marketing, Budget, Business Development, Sales Management, Negotiation, Public Relations, Research, PowerPoint, Microsoft Excel, Social Networking, Microsoft Office, Customer Service, Direct Marketing, Sales
Education
Kent State University 2004 — 2008
Bachelor Degree, Marketing, 3.3
Money Concepts July 2014 - Present
American Greetings January 2011 - August 2013
American Greetings August 2007 - May 2011
Faroh's Candies June 2001 - August 2007
Skills
Product Development, Analysis, Consumer Insights, Customer Insight, Competitive Analysis, Market Research, Product Management, Marketing Strategy, Strategic Planning, Merchandising, Account Management, Social Media Marketing, Budget, Business Development, Sales Management, Negotiation, Public Relations, Research, PowerPoint, Microsoft Excel, Social Networking, Microsoft Office, Customer Service, Direct Marketing, Sales
Education
Kent State University 2004 — 2008
Bachelor Degree, Marketing, 3.3
Molly McCourt Molly McCourt's Money Concepts Experience January 2015 - Present
Job Marketing/Social Media Intern at Money Concepts
Industry Marketing and Advertising
Experience
Money Concepts January 2015 - Present
McCourt & Sons Equipment, Inc. May 2014 - August 2014
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Photoshop, Public Speaking, Marketing
Education
Texas State University 2013 — 2017
Marketing, Sophomore
Money Concepts January 2015 - Present
McCourt & Sons Equipment, Inc. May 2014 - August 2014
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Photoshop, Public Speaking, Marketing
Education
Texas State University 2013 — 2017
Marketing, Sophomore
Taryn Wyatt Taryn Wyatt's Money Concepts Experience June 2006 - June 2006
Job
Industry
Experience
Jack Astors October 2008 - October 2012
Money Concepts June 2006 - June 2006
Skills
Therapeutic Massage, Deep Tissue Massage, Critical Thinking, Communication, Customer Service, Social Networking, Training, French, Writing, Efficiency, Microsoft Word, Servers, Food & Beverage, Event Management, Interpersonal..., Singing
Education
Sutherland-Chan School of Massage Therapy 2013 — 2015
Diploma in Massage Therapy, Health and Wellness, General
Humber College 2005 — 2006
Certificate, Liberal Arts and Sciences, General Studies and Humanities, A
Jack Astors October 2008 - October 2012
Money Concepts June 2006 - June 2006
Skills
Therapeutic Massage, Deep Tissue Massage, Critical Thinking, Communication, Customer Service, Social Networking, Training, French, Writing, Efficiency, Microsoft Word, Servers, Food & Beverage, Event Management, Interpersonal..., Singing
Education
Sutherland-Chan School of Massage Therapy 2013 — 2015
Diploma in Massage Therapy, Health and Wellness, General
Humber College 2005 — 2006
Certificate, Liberal Arts and Sciences, General Studies and Humanities, A
Bethany Skaff's Money Concepts Experience August 2013 - October 2014
Job Customer Experience Lead, HOMAGE
Industry Apparel & Fashion
Experience
HOMAGE October 2014 - Present
Money Concepts August 2013 - October 2014
Libre llc August 2008 - January 2014
Miami University Recreational Sports Center August 2005 - May 2009
Miami University Psychology Department January 2008 - January 2009
Skills
Social Media, Marketing, Start-ups, Social Networking, Management
Education
Miami University 2005 — 2009
BA, Psychology, Minor in Entrepreneurship
Miami University Dolibois European Center 2007 — 2007
Study abroad program through The Richard T. Farmer School of Business
Peters Township High School 2001 — 2005
HOMAGE October 2014 - Present
Money Concepts August 2013 - October 2014
Libre llc August 2008 - January 2014
Miami University Recreational Sports Center August 2005 - May 2009
Miami University Psychology Department January 2008 - January 2009
Skills
Social Media, Marketing, Start-ups, Social Networking, Management
Education
Miami University 2005 — 2009
BA, Psychology, Minor in Entrepreneurship
Miami University Dolibois European Center 2007 — 2007
Study abroad program through The Richard T. Farmer School of Business
Peters Township High School 2001 — 2005
Jennifer Bonnevie, CFP's Money Concepts Experience February 2001 - May 2005
Job Wealth Management Administrator at Owens MacFadyen Group
Industry Financial Services
Experience
Owens MacFadyen Group June 2005 - Present
Money Concepts February 2001 - May 2005
CIBC January 1996 - November 2000
Skills
Customer Service, Insurance, Loans, Mutual Funds, Investments, Portfolio Management, Account Management, Banking, Retirement Planning, Strategic Financial..., Wealth Management, Financial Planning
Education
Saint Mary's University 1989 — 1991
Arts/Commerce
NSCC
Accounting/Business Technology
Owens MacFadyen Group June 2005 - Present
Money Concepts February 2001 - May 2005
CIBC January 1996 - November 2000
Skills
Customer Service, Insurance, Loans, Mutual Funds, Investments, Portfolio Management, Account Management, Banking, Retirement Planning, Strategic Financial..., Wealth Management, Financial Planning
Education
Saint Mary's University 1989 — 1991
Arts/Commerce
NSCC
Accounting/Business Technology
Lisa Behr's Money Concepts Experience August 2012 - September 2013
Job Accountant/Office Administrator at Dennis & Schisler, Inc
Industry Accounting
Experience
Dennis & Schisler, Inc September 2013 - Present
Money Concepts August 2012 - September 2013
Mount Vernon Nazarene University May 2011 - May 2012
School Choice Ohio September 2010 - June 2011
Wood County Educational Service Center January 2010 - May 2010
Bowling Green State University Wellness Connection August 2008 - May 2010
Skills
Nonprofits, Customer Service, Payroll, Data Entry, Management, Accounting, Community Outreach, CRM, Social Media, SPSS, Policy, Community Organizing, Public Speaking, Event Planning, Social Services, PowerPoint, Higher Education, Administration
Education
The Ohio State University 2010 — 2011
Masters of Social Work, Social Work Administration
Bowling Green State University 2007 — 2010
Bachelors of Science, Social Work, Social Work, Minor in Spanish
Dennis & Schisler, Inc September 2013 - Present
Money Concepts August 2012 - September 2013
Mount Vernon Nazarene University May 2011 - May 2012
School Choice Ohio September 2010 - June 2011
Wood County Educational Service Center January 2010 - May 2010
Bowling Green State University Wellness Connection August 2008 - May 2010
Skills
Nonprofits, Customer Service, Payroll, Data Entry, Management, Accounting, Community Outreach, CRM, Social Media, SPSS, Policy, Community Organizing, Public Speaking, Event Planning, Social Services, PowerPoint, Higher Education, Administration
Education
The Ohio State University 2010 — 2011
Masters of Social Work, Social Work Administration
Bowling Green State University 2007 — 2010
Bachelors of Science, Social Work, Social Work, Minor in Spanish
Aaron Boyer, CFP®'s Money Concepts Experience June 2006 - Present
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Money Concepts June 2006 - Present
Education
The Ohio State University Fisher College of Business 2014 — 2015
CERTIFIED FINANCIAL PLANNER™, CFP®
University of Saint Francis 2003 — 2005
Master of Business Administration (M.B.A.)
Money Concepts June 2006 - Present
Education
The Ohio State University Fisher College of Business 2014 — 2015
CERTIFIED FINANCIAL PLANNER™, CFP®
University of Saint Francis 2003 — 2005
Master of Business Administration (M.B.A.)
David J. Kondas David J. Kondas's Money Concepts Experience August 2008 - Present
Job SVP, Director of Wealth Management, First Federal Bank of the Midwest
Industry Financial Services
Experience
First Federal Bank of the Midwest March 2005 - Present
Money Concepts August 2008 - Present
Prudential Financial February 2003 - February 2005
Prudential Financial January 1999 - January 2003
Prudential Financial January 1997 - January 1999
Prudential Financial January 1990 - January 1997
Prudential Financial August 1984 - January 1990
Skills
Risk Management, Financial Analysis, Investments
Education
The Defiance College 1974 — 1978
Bachelor of Science (BS), Business Administration and Management, General
First Federal Bank of the Midwest March 2005 - Present
Money Concepts August 2008 - Present
Prudential Financial February 2003 - February 2005
Prudential Financial January 1999 - January 2003
Prudential Financial January 1997 - January 1999
Prudential Financial January 1990 - January 1997
Prudential Financial August 1984 - January 1990
Skills
Risk Management, Financial Analysis, Investments
Education
The Defiance College 1974 — 1978
Bachelor of Science (BS), Business Administration and Management, General
Michael Muller, RFC® Michael Muller, RFC®'s Money Concepts Experience September 2011 - March 2014
Job Owner at Muller Lawncare
Industry Arts and Crafts
Experience
Warehouse Art Gallery August 2010 - Present
Muller Lawncare January 2004 - Present
Money Concepts September 2011 - March 2014
Money Concepts January 2010 - February 2012
Skills
Construction, Sculpture, Pottery, Ceramic Sculpture, Kitchen & Bath Design, Lawn Care, Designs, Interior Design, Small Business, Marketing, Sales
Education
Thomas Edison State College 2014 — 2017
Bachelor of Arts (B.A.), Ceramic Arts and Ceramics
Taylor University
Bachelor of Arts (B.A.), Ceramic, Sculpture & Printmaking
Warehouse Art Gallery August 2010 - Present
Muller Lawncare January 2004 - Present
Money Concepts September 2011 - March 2014
Money Concepts January 2010 - February 2012
Skills
Construction, Sculpture, Pottery, Ceramic Sculpture, Kitchen & Bath Design, Lawn Care, Designs, Interior Design, Small Business, Marketing, Sales
Education
Thomas Edison State College 2014 — 2017
Bachelor of Arts (B.A.), Ceramic Arts and Ceramics
Taylor University
Bachelor of Arts (B.A.), Ceramic, Sculpture & Printmaking
Jason Frey's Money Concepts Experience October 2013 - Present
Job Investment Advisor Representative at Money Concepts
Industry Financial Services
Experience
Money Concepts October 2013 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Purdue University 2002 — 2006
Bachelor or Science, Dietetics/Dietitian
Batesville High School 1999 — 2002
Money Concepts October 2013 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Purdue University 2002 — 2006
Bachelor or Science, Dietetics/Dietitian
Batesville High School 1999 — 2002
Keli Hazel Keli Hazel's Money Concepts Experience September 2011 - Present
Job Financial Organizer & Planner at Money Concepts; Providing Financial Planning, Creating Financial Confidence
Industry Financial Services
Experience
Money Concepts September 2011 - Present
McDonald's Corporation April 1995 - February 1998
McDonald's Corporation February 1992 - April 1995
Skills
Financial Advisory, Financial Planners, Series 7, Series 66, Life Insurance, Variable Annuities, CPA
Education
Florida State University 1984 — 1988
BS, Accounting
Money Concepts September 2011 - Present
McDonald's Corporation April 1995 - February 1998
McDonald's Corporation February 1992 - April 1995
Skills
Financial Advisory, Financial Planners, Series 7, Series 66, Life Insurance, Variable Annuities, CPA
Education
Florida State University 1984 — 1988
BS, Accounting
Jay Fletcher Jay Fletcher's Money Concepts Experience October 2012 - Present
Job President at Money Concepts
Industry Financial Services
Experience
Money Concepts October 2012 - Present
Fletcher Asset Management January 2004 - September 2012
Wunderlich Securities April 2002 - January 2008
MFM Asset Management February 1997 - April 2002
Merrill Lynch April 1985 - February 1997
Skills
Investment Strategies, Mutual Funds, Asset Managment, Asset Allocation, Estate Planning, Options, Wealth Management, FINRA, Investments, Portfolio Management, Business Development, Series 7, Hedge Funds, Equities, ETFs, Customer Service, Capital Markets, 401k, Trading, Alternative Investments, Mortgage Lending, Financial Services, Retirement Planning
Education
DePaul University 1983 — 1985
Undergraduate, Bachelor of Science in Commerce
Money Concepts October 2012 - Present
Fletcher Asset Management January 2004 - September 2012
Wunderlich Securities April 2002 - January 2008
MFM Asset Management February 1997 - April 2002
Merrill Lynch April 1985 - February 1997
Skills
Investment Strategies, Mutual Funds, Asset Managment, Asset Allocation, Estate Planning, Options, Wealth Management, FINRA, Investments, Portfolio Management, Business Development, Series 7, Hedge Funds, Equities, ETFs, Customer Service, Capital Markets, 401k, Trading, Alternative Investments, Mortgage Lending, Financial Services, Retirement Planning
Education
DePaul University 1983 — 1985
Undergraduate, Bachelor of Science in Commerce
Ben Dodds Ben Dodds's Money Concepts Experience March 2008 - Present
Job Financial Advisor at Money Concepts
Industry Financial Services
Experience
Money Concepts March 2008 - Present
Skills
Retirement Planning, Wealth Management, Retirement, Strategic Financial..., Series 7, Mutual Funds, Investment Advisory, Investments, Fixed Annuities, Financial Advisory, Estate Planning, Asset Allocation
Education
Bluffton University 2002 — 2006
Bachelor's degree, Business and Exercise Science
Money Concepts March 2008 - Present
Skills
Retirement Planning, Wealth Management, Retirement, Strategic Financial..., Series 7, Mutual Funds, Investment Advisory, Investments, Fixed Annuities, Financial Advisory, Estate Planning, Asset Allocation
Education
Bluffton University 2002 — 2006
Bachelor's degree, Business and Exercise Science
Reyna Morales Reyna Morales's Money Concepts Experience April 2012 - July 2013
Job Leasing Agent at C&C
Industry Real Estate
Experience
Caviness and Cates Building and Development Company April 2014 - Present
Asset Campus Housing June 2013 - March 2014
Money Concepts April 2012 - July 2013
Education
Texas State University-San Marcos 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Caviness and Cates Building and Development Company April 2014 - Present
Asset Campus Housing June 2013 - March 2014
Money Concepts April 2012 - July 2013
Education
Texas State University-San Marcos 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Michael P. Black, MBA Michael P. Black, MBA's Money Concepts Experience October 2012 - Present
Job Money Concepts
Industry Financial Services
Experience
Money Concepts October 2012 - Present
Black & Asociates, Inc. July 1999 - Present
Indiana Wesleyan University January 2009 - Present
Education
Ashland University 1996 — 1999
MBA, Executive Management
Mount Vernon Nazarene University 1991 — 1995
Bachelor of Business Administration (B.B.A.), Finance & Accounting
Franklin High School 1988 — 1991
High School
Money Concepts October 2012 - Present
Black & Asociates, Inc. July 1999 - Present
Indiana Wesleyan University January 2009 - Present
Education
Ashland University 1996 — 1999
MBA, Executive Management
Mount Vernon Nazarene University 1991 — 1995
Bachelor of Business Administration (B.B.A.), Finance & Accounting
Franklin High School 1988 — 1991
High School
Maxine Washington Maxine Washington's Money Concepts Experience 2007 - 2009
Job Placement Specialist
Industry Staffing and Recruiting
Experience
CareerSource Broward October 2014 - Present
Velkin International, Inc. February 2013 - September 2014
Interactive Response Technologies, (IRT) 2011 - 2013
Money Concepts 2007 - 2009
Skills
Temporary Placement, Internet Recruiting, Screening Resumes, Building Relationships, Recruiting, Office Administration, Applicant Tracking..., Human Resources, Networking, Social Networking, Talent Acquisition, Interviews, Employee Relations, Resume Writing, Contract Recruitment, Onboarding, Leadership, Time Management, Temporary Staffing, Hiring, Microsoft Office, Customer Service, Talent Management
Education
University of South Florida 2008 — 2011
Bachelor of Arts (B.A.), International Relations and Affairs
CareerSource Broward October 2014 - Present
Velkin International, Inc. February 2013 - September 2014
Interactive Response Technologies, (IRT) 2011 - 2013
Money Concepts 2007 - 2009
Skills
Temporary Placement, Internet Recruiting, Screening Resumes, Building Relationships, Recruiting, Office Administration, Applicant Tracking..., Human Resources, Networking, Social Networking, Talent Acquisition, Interviews, Employee Relations, Resume Writing, Contract Recruitment, Onboarding, Leadership, Time Management, Temporary Staffing, Hiring, Microsoft Office, Customer Service, Talent Management
Education
University of South Florida 2008 — 2011
Bachelor of Arts (B.A.), International Relations and Affairs
Ahmed (AJ) Hunter, RFC® Ahmed (AJ) Hunter, RFC®'s Money Concepts Experience 2011 - Present
Job RFC® & Independent Financial Advisor
Industry Financial Services
Experience
Leach Wealth Management Group, LLC. 2011 - Present
Money Concepts 2011 - Present
SunTrust Bank 2009 - 2011
Premier1 Mortgage June 2006 - August 2008
Primary Residential Mortgage January 2005 - June 2006
Skills
Retirement Planning, Financial Services, Series 63, Retirement, Wealth Management, Mortgage Lending, 401k, Series 6, Financial Advisory, Securities, Fixed Annuities, Finance, Investments, IRAs, Investment Advisory, Financial Planning, Portfolio Management, Small Business
Education
Bowie State University 2001 — 2004
Bachelor of Business Administration (BBA), Business Administration and Management, General
North Carolina Agricultural and Technical State University
Business Administration and Management, General
North Carolina State University
Business Administration and Management, General
Leach Wealth Management Group, LLC. 2011 - Present
Money Concepts 2011 - Present
SunTrust Bank 2009 - 2011
Premier1 Mortgage June 2006 - August 2008
Primary Residential Mortgage January 2005 - June 2006
Skills
Retirement Planning, Financial Services, Series 63, Retirement, Wealth Management, Mortgage Lending, 401k, Series 6, Financial Advisory, Securities, Fixed Annuities, Finance, Investments, IRAs, Investment Advisory, Financial Planning, Portfolio Management, Small Business
Education
Bowie State University 2001 — 2004
Bachelor of Business Administration (BBA), Business Administration and Management, General
North Carolina Agricultural and Technical State University
Business Administration and Management, General
North Carolina State University
Business Administration and Management, General
Don Stringfield, CFP® Don Stringfield, CFP®'s Money Concepts Experience January 2001 - May 2002
Job Investment Advisor at Rosen Capital Management, Inc.
Industry Financial Services
Experience
Rosen Capital Management, Inc. January 2013 - Present
CFS Wealth Management, LLC May 2004 - December 2012
Central Georgia Technical College May 2002 - May 2012
Dale Carnegie o December 1996 - December 2011
Dale Carnegie of Georgia May 2002 - May 2004
Money Concepts January 2001 - May 2002
B&W Federal Credit Union June 1990 - June 2001
Brown & Williamson Tobacco May 1974 - January 2001
Skills
Retirement Income..., Investment Advisory, Macroeconomics, Retirement Planning, Personal Finance, Wealth Management, Asset Allocation, Stocks, Teaching, Financial Advice, Retirement Savings, Financial Advisory, Insurance, Mutual Funds, Securities, Asset Management, Economics
Education
Florida State University 2007 — 2008
Post-Graduate Studies Program, Financial Planning
Mercer University - Stetson School of Business and Economics 1990 — 1992
Masters of Business Administration, Finance
University of Louisville 1983 — 1989
BSBA, Management
Dale Carnegie
Butler High School
Rosen Capital Management, Inc. January 2013 - Present
CFS Wealth Management, LLC May 2004 - December 2012
Central Georgia Technical College May 2002 - May 2012
Dale Carnegie o December 1996 - December 2011
Dale Carnegie of Georgia May 2002 - May 2004
Money Concepts January 2001 - May 2002
B&W Federal Credit Union June 1990 - June 2001
Brown & Williamson Tobacco May 1974 - January 2001
Skills
Retirement Income..., Investment Advisory, Macroeconomics, Retirement Planning, Personal Finance, Wealth Management, Asset Allocation, Stocks, Teaching, Financial Advice, Retirement Savings, Financial Advisory, Insurance, Mutual Funds, Securities, Asset Management, Economics
Education
Florida State University 2007 — 2008
Post-Graduate Studies Program, Financial Planning
Mercer University - Stetson School of Business and Economics 1990 — 1992
Masters of Business Administration, Finance
University of Louisville 1983 — 1989
BSBA, Management
Dale Carnegie
Butler High School
James B. Moss, CEP, RFC James B. Moss, CEP, RFC's Money Concepts Experience 1980 - Present
Job Regional Director
Industry Financial Services
Experience
Money Concepts 1980 - Present
Skills
Series 7, Fixed Annuities, IRAs, Retirement, 401k, Retirement Planning, Wealth Management, Estate Planning, Investment Advisory, Financial Planners, Securities, Financial Advisory, Roth IRA, Wealth Accumulation, 401k Rollovers, Wealth, Mutual Funds, Financial Planning
Education
The Defiance College
The Ohio State University
Money Concepts 1980 - Present
Skills
Series 7, Fixed Annuities, IRAs, Retirement, 401k, Retirement Planning, Wealth Management, Estate Planning, Investment Advisory, Financial Planners, Securities, Financial Advisory, Roth IRA, Wealth Accumulation, 401k Rollovers, Wealth, Mutual Funds, Financial Planning
Education
The Defiance College
The Ohio State University
Nick Hodges CPA/PFS,MBA,CFP Nick Hodges CPA/PFS,MBA,CFP's Money Concepts Experience February 2005 - Present
Job National Speaker at Money Concepts International
Industry Financial Services
Experience
NCH Tax & Wealth Advisors, Inc. 2007 - Present
Money Concepts February 2005 - Present
Professional Financial Affiliates, Inc. 2005 - Present
Money Concepts International 2002 - Present
Money Concepts Capital Corp 2001 - Present
NCH Partners, LLP 1997 - Present
Partner Connections, LLC. 1999 - 2005
Gear Up, Inc. 1999 - 2004
Hodges, Morris & Co., LLP 1987 - 2004
Retirement Planning Specialists, Inc. 1997 - 2003
Skills
Strategic Financial..., Investments, Retirement Planning, Wealth Management, Financial Planners, Estate Planning, Financial Advisory, Retirement, Portfolio Management, Fixed Annuities, Wealth, Tax, 401k, Accounting, Insurance, Investment Advisory, IRAs, Management Consulting, Tax Preparation, Asset Management, Income Tax, Corporate Tax, Wealth Accumulation, Pensions, Bookkeeping, Tax Strategies, Financial Planning, Long Term Care, Asset Protection, Annuities, Wealth Transfer, IRA's, Superannuation, Insurance Planning, Inheritance Tax Planning, Estate Administration, Personal CFO, Income Protection, Income Generation, International Tax, Expatriate Tax, Expatriate Management, Expatriate..., Small Business..., online accounting, online document storage, Tax Returns, Succession Planning, Financial Advice, Alternative Investments
Education
Pepperdine University
Master of Business Administration, Business Administration
University of Redlands
Bachelor of Science, Business Administration
Orange Coast College 1975 — 1977
Associate of Arts, Accounting
Estancia High School 1971 — 1974
Diploma, General Education
NCH Tax & Wealth Advisors, Inc. 2007 - Present
Money Concepts February 2005 - Present
Professional Financial Affiliates, Inc. 2005 - Present
Money Concepts International 2002 - Present
Money Concepts Capital Corp 2001 - Present
NCH Partners, LLP 1997 - Present
Partner Connections, LLC. 1999 - 2005
Gear Up, Inc. 1999 - 2004
Hodges, Morris & Co., LLP 1987 - 2004
Retirement Planning Specialists, Inc. 1997 - 2003
Skills
Strategic Financial..., Investments, Retirement Planning, Wealth Management, Financial Planners, Estate Planning, Financial Advisory, Retirement, Portfolio Management, Fixed Annuities, Wealth, Tax, 401k, Accounting, Insurance, Investment Advisory, IRAs, Management Consulting, Tax Preparation, Asset Management, Income Tax, Corporate Tax, Wealth Accumulation, Pensions, Bookkeeping, Tax Strategies, Financial Planning, Long Term Care, Asset Protection, Annuities, Wealth Transfer, IRA's, Superannuation, Insurance Planning, Inheritance Tax Planning, Estate Administration, Personal CFO, Income Protection, Income Generation, International Tax, Expatriate Tax, Expatriate Management, Expatriate..., Small Business..., online accounting, online document storage, Tax Returns, Succession Planning, Financial Advice, Alternative Investments
Education
Pepperdine University
Master of Business Administration, Business Administration
University of Redlands
Bachelor of Science, Business Administration
Orange Coast College 1975 — 1977
Associate of Arts, Accounting
Estancia High School 1971 — 1974
Diploma, General Education
Ross Boesch's Money Concepts Experience April 2013 - Present
Job Sr. Associate at Money Concepts
Industry Financial Services
Experience
Money Concepts April 2013 - Present
RRBs Services, LTD June 2000 - Present
Skills
Personal Finance, Fixed Annuities, Financial Planners, Strategic Financial..., Financial Coaching, Wealth Management..., Circle of Wealth, REIT, Life Insurance, Financial Services, IRAs, Term Life Insurance, Indexed Annuities, Finance, Wealth, Retirement, Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory, 401k, Asset Allocation, Investment Strategies, Customer Service, Financial Planning, Insurance
Education
Bowling Green State University 2005 — 2009
Bachelor of Business Administration (BBA), Finance Personal Financial Planning
Money Concepts April 2013 - Present
RRBs Services, LTD June 2000 - Present
Skills
Personal Finance, Fixed Annuities, Financial Planners, Strategic Financial..., Financial Coaching, Wealth Management..., Circle of Wealth, REIT, Life Insurance, Financial Services, IRAs, Term Life Insurance, Indexed Annuities, Finance, Wealth, Retirement, Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory, 401k, Asset Allocation, Investment Strategies, Customer Service, Financial Planning, Insurance
Education
Bowling Green State University 2005 — 2009
Bachelor of Business Administration (BBA), Finance Personal Financial Planning
Stephen Schoolcraft Stephen Schoolcraft's Money Concepts Experience October 2012 - Present
Job Accountant at Menzel CPA PC & Financial Advisor at Money Concepts
Industry Financial Services
Experience
Money Concepts October 2012 - Present
Menzel CPA PC January 2012 - Present
Pratt & Whitney September 2005 - January 2010
Skills
Finance, Retirement Planning, Money, Football, Tax Preparation, Wealth Management, Financial Planners, Investments, Highly Dedicated, Securities, Life Insurance, Series 7, Investment Advisory, Dedicated, Financial Planning, 401k, Financial Analysis, Insurance
Education
University of Phoenix 2008 — 2010
Bachelor of Science (BS), Accounting
Money Concepts October 2012 - Present
Menzel CPA PC January 2012 - Present
Pratt & Whitney September 2005 - January 2010
Skills
Finance, Retirement Planning, Money, Football, Tax Preparation, Wealth Management, Financial Planners, Investments, Highly Dedicated, Securities, Life Insurance, Series 7, Investment Advisory, Dedicated, Financial Planning, 401k, Financial Analysis, Insurance
Education
University of Phoenix 2008 — 2010
Bachelor of Science (BS), Accounting
Joshua Levine RFC Joshua Levine RFC's Money Concepts Experience February 2009 - Present
Job Wealth Coach at Money Concepts
Industry Financial Services
Experience
Money Concepts February 2009 - Present
Encore Casino December 2008 - May 2014
Palms Casino Resort 2005 - 2008
Thunder Valley Casino 2003 - 2005
Skills
401k, Retirement Planning, Retirement, Fixed Annuities, Investments, Wealth Management, Financial Advisory, Small Business, IRAs, Series 7, Investment Advisory, Financial Planners, Wealth, Mutual Funds, Investment Strategies, Financial Planning, Strategic Financial..., Alternative Investments, Insurance, Life Insurance, Registered Financial..., Series 66, Life and Health..., Asset Protection, Asset Allocation
Education
American River College 2000 — 2002
Associate of Arts (AA), Liberal Arts
sacramento high School
sacramento high School
Money Concepts February 2009 - Present
Encore Casino December 2008 - May 2014
Palms Casino Resort 2005 - 2008
Thunder Valley Casino 2003 - 2005
Skills
401k, Retirement Planning, Retirement, Fixed Annuities, Investments, Wealth Management, Financial Advisory, Small Business, IRAs, Series 7, Investment Advisory, Financial Planners, Wealth, Mutual Funds, Investment Strategies, Financial Planning, Strategic Financial..., Alternative Investments, Insurance, Life Insurance, Registered Financial..., Series 66, Life and Health..., Asset Protection, Asset Allocation
Education
American River College 2000 — 2002
Associate of Arts (AA), Liberal Arts
sacramento high School
sacramento high School
Caylee Cochran's Money Concepts Experience September 2015 - Present
Job Associate at Money Concepts
Industry Business Supplies and Equipment
Experience
Money Concepts September 2015 - Present
RJ Young May 2014 - September 2015
RJ Young January 2014 - May 2014
Belmont University August 2012 - May 2014
RJ Young May 2013 - December 2013
Skills
Human Resources, Customer Service, Payroll, New Hire Orientations, Employee Benefits, Interviews, Public Speaking, Employee Training, Administration, Sales, Marketing, Account Management, Event Planning, Microsoft Excel
Education
Belmont University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Business Management and Accounting
Rhea County High School 2007 — 2011
Money Concepts September 2015 - Present
RJ Young May 2014 - September 2015
RJ Young January 2014 - May 2014
Belmont University August 2012 - May 2014
RJ Young May 2013 - December 2013
Skills
Human Resources, Customer Service, Payroll, New Hire Orientations, Employee Benefits, Interviews, Public Speaking, Employee Training, Administration, Sales, Marketing, Account Management, Event Planning, Microsoft Excel
Education
Belmont University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Business Management and Accounting
Rhea County High School 2007 — 2011
Scott Steiner, MBA's Money Concepts Experience September 1998 - Present
Job Wealth Manager at Money Concepts
Industry Financial Services
Experience
Money Concepts September 1998 - Present
Urbana University September 2008 - Present
Skills
Retirement Planning, Wealth Management, Retirement, Investment Advisory..., Strategic Financial..., Fixed Annuities, IRAs, Estate Planning, 401k, Financial Planners, Investments, Financial Advisory, Mutual Funds, Wealth Accumulation, Series 7, Series 6, Life Insurance, Registered Investment..., Variable Annuities, Stock Market, Wealth Management..., Life & Health Insurance..., Term Life Insurance, Permanent Life Insurance, Variable Life, Economics, Statistics, Fixed Income, Certificates of Deposit, Long Term Care Insurance, Simple IRA, 529 Plans, SEP IRA, 403 b, Management, Wealth Preservation..., College Teaching, Church Media, Church Events, Retirement Plan..., Qualified Retirement..., College Savings Plans, MBA, Educational Leadership, Fixed Income Portfolio..., Portfolio Management, Wealth Accumulation..., Stockbroking, Financial Analysis, Bonds
Education
Tiffin University 2004 — 2006
Master of Business Administration (M.B.A.), Business Administration and Management, General
Mount Vernon Nazarene University 2001 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Mount Vernon Nazarene University 1994 — 1997
Associate of Arts and Sciences (A.A.S.), Human Services, General
Money Concepts September 1998 - Present
Urbana University September 2008 - Present
Skills
Retirement Planning, Wealth Management, Retirement, Investment Advisory..., Strategic Financial..., Fixed Annuities, IRAs, Estate Planning, 401k, Financial Planners, Investments, Financial Advisory, Mutual Funds, Wealth Accumulation, Series 7, Series 6, Life Insurance, Registered Investment..., Variable Annuities, Stock Market, Wealth Management..., Life & Health Insurance..., Term Life Insurance, Permanent Life Insurance, Variable Life, Economics, Statistics, Fixed Income, Certificates of Deposit, Long Term Care Insurance, Simple IRA, 529 Plans, SEP IRA, 403 b, Management, Wealth Preservation..., College Teaching, Church Media, Church Events, Retirement Plan..., Qualified Retirement..., College Savings Plans, MBA, Educational Leadership, Fixed Income Portfolio..., Portfolio Management, Wealth Accumulation..., Stockbroking, Financial Analysis, Bonds
Education
Tiffin University 2004 — 2006
Master of Business Administration (M.B.A.), Business Administration and Management, General
Mount Vernon Nazarene University 2001 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Mount Vernon Nazarene University 1994 — 1997
Associate of Arts and Sciences (A.A.S.), Human Services, General
Richard S Davis EA Richard S Davis EA's Money Concepts Experience April 1999 - Present
Job Owner, R S DAVIS FINANCIAL SERVICES
Industry Financial Services
Experience
Mortgage Network Solutions, LLC January 2009 - Present
Rohan Realty Associates March 2006 - Present
Money Concepts April 1999 - Present
R S Davis Financial Service Inc February 1979 - Present
R S DAVIS FINANCIAL SERVICES January 1975 - Present
Miami Dade Police September 1985 - April 2010
Skills
New Business Development, Team Building, Marketing Strategy, Sales Management, Marketing, Social Media, Accounting, Sales, Negotiation, Change Management, Online Advertising, FHA, Investments, First Time Home Buyers, Strategic Planning, Small Business, Mortgage Lending, Real Estate, Finance, Tax, Selling, Investment Properties, Leadership, Customer Service, Strategic Financial..., Insurance, Budgets, Management, Banking, Credit, Coaching, Financial Analysis, Reverse Mortgages, Residential Mortgages, Refinance
Education
University of Miami
Mortgage Network Solutions, LLC January 2009 - Present
Rohan Realty Associates March 2006 - Present
Money Concepts April 1999 - Present
R S Davis Financial Service Inc February 1979 - Present
R S DAVIS FINANCIAL SERVICES January 1975 - Present
Miami Dade Police September 1985 - April 2010
Skills
New Business Development, Team Building, Marketing Strategy, Sales Management, Marketing, Social Media, Accounting, Sales, Negotiation, Change Management, Online Advertising, FHA, Investments, First Time Home Buyers, Strategic Planning, Small Business, Mortgage Lending, Real Estate, Finance, Tax, Selling, Investment Properties, Leadership, Customer Service, Strategic Financial..., Insurance, Budgets, Management, Banking, Credit, Coaching, Financial Analysis, Reverse Mortgages, Residential Mortgages, Refinance
Education
University of Miami
Amber McFarland Amber McFarland's Money Concepts Experience December 2012 - January 2014
Job Independent Consultant at Arbonne Independent Consultant
Industry Marketing and Advertising
Experience
Arbonne Independent Consultant October 2014 - Present
Austinique Weddings and Events May 2014 - Present
Money Concepts December 2012 - January 2014
International Conference Management December 2011 - April 2012
Kyle Wehring Insurance, Farmers April 2012 - 2012
Cawods Produce January 2009 - September 2011
Home City inc 2006 - 2007
Enterprise Rent A Car 2006 - 2007
Clinique October 2002 - September 2006
Vector Marketing 2002 - 2002
Skills
Inside Sales, Account Management, Sales Management, Event Management, Customer Relations, Cold Calling, Direct Sales, Trade Shows, Customer Service
Education
St. Edward's University 2002 — 2006
2002, 2006
Leander
Arbonne Independent Consultant October 2014 - Present
Austinique Weddings and Events May 2014 - Present
Money Concepts December 2012 - January 2014
International Conference Management December 2011 - April 2012
Kyle Wehring Insurance, Farmers April 2012 - 2012
Cawods Produce January 2009 - September 2011
Home City inc 2006 - 2007
Enterprise Rent A Car 2006 - 2007
Clinique October 2002 - September 2006
Vector Marketing 2002 - 2002
Skills
Inside Sales, Account Management, Sales Management, Event Management, Customer Relations, Cold Calling, Direct Sales, Trade Shows, Customer Service
Education
St. Edward's University 2002 — 2006
2002, 2006
Leander
Aileen Morrison Aileen Morrison's Money Concepts Experience November 2010 - Present
Job Marketing, Branding and Technological Efficiency Specialist at Money Concepts
Industry Financial Services
Experience
Money Concepts November 2010 - Present
I am Joolienn 2009 - 2011
Pulse Media January 2005 - June 2005
Skills
Marketing, Social Media Marketing, Email Marketing, Marketing Strategy, Advertising, Direct Marketing, Social Media, Entrepreneurship, Investments, Small Business, Strategic Financial..., Public Speaking, Microsoft Office
Education
New York Film Academy 2001 — 2004
Advanced Film Academy, Advanced Film Production, Screenwriting, 3D Animation with Maya7
University of New Hampshire 2000 — 2001
Undergrad, Liberal Arts and Advanced Sciences
Money Concepts November 2010 - Present
I am Joolienn 2009 - 2011
Pulse Media January 2005 - June 2005
Skills
Marketing, Social Media Marketing, Email Marketing, Marketing Strategy, Advertising, Direct Marketing, Social Media, Entrepreneurship, Investments, Small Business, Strategic Financial..., Public Speaking, Microsoft Office
Education
New York Film Academy 2001 — 2004
Advanced Film Academy, Advanced Film Production, Screenwriting, 3D Animation with Maya7
University of New Hampshire 2000 — 2001
Undergrad, Liberal Arts and Advanced Sciences
Jessica Dobner's Money Concepts Experience 2007 - August 2012
Job Assistant Vice President/Marketing
Industry Financial Services
Experience
Citizens Union Bank May 2007 - Present
Money Concepts 2007 - August 2012
Skills
Investments, Advertising, Banking, Insurance, Retirement Planning, Customer Service, Marketing, Leadership, Credit, New Business Development, Management, Portfolio Management, Fixed Annuities, Consumer Lending, Mortgage Lending, Mutual Funds
Education
Morehead State University 2001 — 2005
BA, Marketing, Public Relations, Web & Graphic Design
Shelby County High School 1998 — 2001
American Bankers Association
Banking and Financial Support Services
KY School of Insurance
Agent for Health & Life Insurance, Licensed Health & Life Insurance Agent
Citizens Union Bank May 2007 - Present
Money Concepts 2007 - August 2012
Skills
Investments, Advertising, Banking, Insurance, Retirement Planning, Customer Service, Marketing, Leadership, Credit, New Business Development, Management, Portfolio Management, Fixed Annuities, Consumer Lending, Mortgage Lending, Mutual Funds
Education
Morehead State University 2001 — 2005
BA, Marketing, Public Relations, Web & Graphic Design
Shelby County High School 1998 — 2001
American Bankers Association
Banking and Financial Support Services
KY School of Insurance
Agent for Health & Life Insurance, Licensed Health & Life Insurance Agent
Darren Dick Darren Dick's Money Concepts Experience April 1992 - November 1996
Job Development Officer, Major Gift Fundraising at Dalhousie University
Industry Research
Experience
Dalhousie University October 2014 - Present
DLD Management Ltd December 2012 - Present
Assante Financial Management Ltd March 2001 - December 2012
Assante Financial Management Ltd. (formerly THE Financial Planning Group) November 1996 - March 2001
Money Concepts April 1992 - November 1996
Skills
Entrepreneurship, Establish & Maintain..., Board Governance, Engaging Public Speaker, Fundraising, Leadership, Solid Presentation..., Strong Business Acumen, Board of Directors, Wealth Management, Stakeholder Management, Financial Statements, Strategic Planning, Public Speaking, Strategic Financial..., Nonprofits, Retirement Planning, Investment Strategies, Investments, Risk Management, Investment Advisory, Mutual Funds, Portfolio Management, Financial Advisory, Succession Planning, Asset Allocation, Estate Planning
Education
Mount Allison University 1984 — 1988
B. Comm, Business and Personal/Financial Services Marketing Operations
Dalhousie University October 2014 - Present
DLD Management Ltd December 2012 - Present
Assante Financial Management Ltd March 2001 - December 2012
Assante Financial Management Ltd. (formerly THE Financial Planning Group) November 1996 - March 2001
Money Concepts April 1992 - November 1996
Skills
Entrepreneurship, Establish & Maintain..., Board Governance, Engaging Public Speaker, Fundraising, Leadership, Solid Presentation..., Strong Business Acumen, Board of Directors, Wealth Management, Stakeholder Management, Financial Statements, Strategic Planning, Public Speaking, Strategic Financial..., Nonprofits, Retirement Planning, Investment Strategies, Investments, Risk Management, Investment Advisory, Mutual Funds, Portfolio Management, Financial Advisory, Succession Planning, Asset Allocation, Estate Planning
Education
Mount Allison University 1984 — 1988
B. Comm, Business and Personal/Financial Services Marketing Operations
Andrew Carroll CPA/PFS, CITP, CGMA's Money Concepts Experience 2006 - Present
Job General Manager of NCH Tax & Wealth Advisors
Industry Financial Services
Experience
Money Concepts 2006 - Present
NCH Tax & Wealth Advisors 2002 - Present
Skills
Financial Advisory, Retirement, Fixed Annuities, IRAs, Small Business, 401k, Estate Planning, Investments, Wealth Management, Insurance, Strategic Financial..., Financial Planners, Series 7, Wealth, Mutual Funds, Investment Advisory, Financial Goals, Asset Managment, Long Term Care Insurance, Management Consulting, Consulting, Business Profitability, Exit Strategies, Finance, Investment Strategies, Asset Allocation, Life Insurance, Tax
Education
California State University-Fullerton - College of Business and Economics 2002 — 2006
Bachelor of Arts, Business Administration, Accounting & Finance
Rocklin High 1998 — 2002
Money Concepts 2006 - Present
NCH Tax & Wealth Advisors 2002 - Present
Skills
Financial Advisory, Retirement, Fixed Annuities, IRAs, Small Business, 401k, Estate Planning, Investments, Wealth Management, Insurance, Strategic Financial..., Financial Planners, Series 7, Wealth, Mutual Funds, Investment Advisory, Financial Goals, Asset Managment, Long Term Care Insurance, Management Consulting, Consulting, Business Profitability, Exit Strategies, Finance, Investment Strategies, Asset Allocation, Life Insurance, Tax
Education
California State University-Fullerton - College of Business and Economics 2002 — 2006
Bachelor of Arts, Business Administration, Accounting & Finance
Rocklin High 1998 — 2002
Marvin T. Phillips, III, MD Marvin T. Phillips, III, MD's Money Concepts Experience June 2009 - November 2010
Job Nothing at Present
Industry Writing and Editing
Experience
Phillips Enterprises January 1999 - Present
Demand Media March 2010 - Present
Ambulance Service Management February 2011 - December 2014
Money Concepts June 2009 - November 2010
Investment Advisors International September 2003 - May 2009
US Planning Group May 2002 - August 2003
Financial Services Companies March 1999 - May 2002
The Longstreet Clinic, PC 1995 - 1999
Northeast Georgia Pediatric Group July 1990 - November 1995
Skills
Writing, Pediatrics, Woodworking, Financial Planning, Health, Strategic Financial..., Start-ups, Management, Social Media, Investments, Small Business, Training, Research, Healthcare, Medicine, Strategic Planning, Entrepreneurship, Coaching, Leadership, Fundraising, Music, Financial Services, Public Speaking, Budgets, Investment Advisory, Marketing, Customer Service, Employee Benefits, Wellness, Team Building
Education
Medical University of South Carolina 1987 — 1990
Pediatrician, Pediatric Resident
Medical College of Georgia School of Medicine 1983 — 1987
MD, Medicine
The University of Georgia 1979 — 1983
BS, Chemistry
Phillips Enterprises January 1999 - Present
Demand Media March 2010 - Present
Ambulance Service Management February 2011 - December 2014
Money Concepts June 2009 - November 2010
Investment Advisors International September 2003 - May 2009
US Planning Group May 2002 - August 2003
Financial Services Companies March 1999 - May 2002
The Longstreet Clinic, PC 1995 - 1999
Northeast Georgia Pediatric Group July 1990 - November 1995
Skills
Writing, Pediatrics, Woodworking, Financial Planning, Health, Strategic Financial..., Start-ups, Management, Social Media, Investments, Small Business, Training, Research, Healthcare, Medicine, Strategic Planning, Entrepreneurship, Coaching, Leadership, Fundraising, Music, Financial Services, Public Speaking, Budgets, Investment Advisory, Marketing, Customer Service, Employee Benefits, Wellness, Team Building
Education
Medical University of South Carolina 1987 — 1990
Pediatrician, Pediatric Resident
Medical College of Georgia School of Medicine 1983 — 1987
MD, Medicine
The University of Georgia 1979 — 1983
BS, Chemistry
David J. Lazzaro, ChFC®, CLU®'s Money Concepts Experience January 1996 - January 2010
Job at DJL Wealth Management LLC
Industry Financial Services
Experience
DJL Wealth Management, LLC March 2010 - Present
DJL Wealth Management LLC January 2010 - Present
Money Concepts January 1996 - January 2010
Skills
Wealth Management, Retirement Planning, Estate Planning, Investment Advisory, Wealth, Securities, Wealth Accumulation, Tax, Asset Protection, Mutual Funds, 401k, Retirement, Financial Advisory, Series 7, Strategic Financial..., Financial Planners, Investments, Fixed Annuities, Asset Management, Investment Strategies, Alternative Investments, IRAs, Asset Allocation, Portfolio Management, Finance, Investment Management, Pensions, Long-term Care, Life Insurance, Small Business, Series 63, Financial Services, Financial Planning
Education
Montclair State University 1990 — 1994
Bachelor of Science, Concentrations in Finance & International Business
The American College
ChFC® Chartered Financial Consultant®, CLU® Chartered Life Underwriter®
DJL Wealth Management, LLC March 2010 - Present
DJL Wealth Management LLC January 2010 - Present
Money Concepts January 1996 - January 2010
Skills
Wealth Management, Retirement Planning, Estate Planning, Investment Advisory, Wealth, Securities, Wealth Accumulation, Tax, Asset Protection, Mutual Funds, 401k, Retirement, Financial Advisory, Series 7, Strategic Financial..., Financial Planners, Investments, Fixed Annuities, Asset Management, Investment Strategies, Alternative Investments, IRAs, Asset Allocation, Portfolio Management, Finance, Investment Management, Pensions, Long-term Care, Life Insurance, Small Business, Series 63, Financial Services, Financial Planning
Education
Montclair State University 1990 — 1994
Bachelor of Science, Concentrations in Finance & International Business
The American College
ChFC® Chartered Financial Consultant®, CLU® Chartered Life Underwriter®
H David Ogden H David Ogden's Money Concepts Experience May 1999 - Present
Job President at Money Concepts
Industry Financial Services
Experience
Money Concepts May 1999 - Present
Prudential Insurance 1989 - 1999
Skills
Retirement, Financial Advisory, Estate Planning, Retirement Planning, Wealth Management
Education
Missouri Southern State University
Money Concepts May 1999 - Present
Prudential Insurance 1989 - 1999
Skills
Retirement, Financial Advisory, Estate Planning, Retirement Planning, Wealth Management
Education
Missouri Southern State University
Mickey P. Jordan, CDFA, EA's Money Concepts Experience November 1991 - Present
Job Regional Director with Money Concepts and owner of Jackson Hewitt Tax Service
Industry Financial Services
Experience
Money Concepts November 1991 - Present
Jackson Hewitt September 1995 - June 2015
Skills
Retirement, Strategic Financial..., Retirement Planning, Wealth Management, Variable Annuities, Fixed Annuities, Personal Tax Planning, Tax Preparation, Securities, Investments, Small Business, IRAs, Estate Planning, Investment Advisory, Succession Planning, Income Tax, Financial Services, Retirement Savings, Term Life Insurance, Personal Financial..., Asset Management, Life Insurance, Wealth Management..., Long-term Care, Tax, Series 7, Financial Planners, Wealth, Wealth Accumulation, 401k, Financial Advisory, Mutual Funds, Finance
Education
Northern Seminary 1980 — 1983
MA, New Testament Theology
Trinity Christian College 1976 — 1978
Bachelor of Arts, Theology and Business Administration
Moody Bible Institute 1975 — 1977
Evangelism
Money Concepts November 1991 - Present
Jackson Hewitt September 1995 - June 2015
Skills
Retirement, Strategic Financial..., Retirement Planning, Wealth Management, Variable Annuities, Fixed Annuities, Personal Tax Planning, Tax Preparation, Securities, Investments, Small Business, IRAs, Estate Planning, Investment Advisory, Succession Planning, Income Tax, Financial Services, Retirement Savings, Term Life Insurance, Personal Financial..., Asset Management, Life Insurance, Wealth Management..., Long-term Care, Tax, Series 7, Financial Planners, Wealth, Wealth Accumulation, 401k, Financial Advisory, Mutual Funds, Finance
Education
Northern Seminary 1980 — 1983
MA, New Testament Theology
Trinity Christian College 1976 — 1978
Bachelor of Arts, Theology and Business Administration
Moody Bible Institute 1975 — 1977
Evangelism
Claude Ayache, CPA, CMA Claude Ayache, CPA, CMA's Money Concepts Experience 2000 - 2001
Job Exadyn Consultants Inc. (Contract CFO Services)
Industry Financial Services
Experience
Surrey Capital Corp. June 2015 - Present
Stefnic Management Ltd. April 2011 - Present
Exadyn Consultants Inc. July 1999 - Present
Surrey Capital Corp. September 2010 - June 2015
Vendome Resources Corp. February 2007 - June 2009
Axiotron Corp. November 2005 - September 2008
Cathay Forest Products Corp May 2004 - April 2006
Augen Capital Corp 2002 - 2003
Money Concepts 2000 - 2001
DiscFactories.com Corporation July 1999 - May 2000
Skills
Mergers & Acquisitions, Due Diligence, Corporate Finance, Financial Modeling, Finance, Mergers, Restructuring, Private Equity, IPO, Strategy, Capital Markets, Strategic Planning, Financial Services, Financial Reporting, Venture Capital, Entrepreneurship, Valuation, Business Strategy, Investment Banking, Business Planning, Business Process..., Auditing, Accounting, Equities, Funding, Internal Controls, Business Development, Securities, Corporate Governance, Financial Accounting, IFRS, Trading, Investments, Management, Strategic Communications, Biotechnology, Corporate Development, Acquisition Integration, Consolidation, Fund Accounting, Mutual Funds, Fundraising, Mineral Exploration, Oil/Gas, Renewable Resources, Trust Accounts, Asset Management, Financial Analysis, Investor Relations, Tax
Education
Chartered Professional Accountants of Ontario
CPA, CMA
Society of Management Accountants
CMA, Accounting, Finance and Business/Management
Concordia University 1981 — 1984
B.Com, Finance/International Business
Surrey Capital Corp. June 2015 - Present
Stefnic Management Ltd. April 2011 - Present
Exadyn Consultants Inc. July 1999 - Present
Surrey Capital Corp. September 2010 - June 2015
Vendome Resources Corp. February 2007 - June 2009
Axiotron Corp. November 2005 - September 2008
Cathay Forest Products Corp May 2004 - April 2006
Augen Capital Corp 2002 - 2003
Money Concepts 2000 - 2001
DiscFactories.com Corporation July 1999 - May 2000
Skills
Mergers & Acquisitions, Due Diligence, Corporate Finance, Financial Modeling, Finance, Mergers, Restructuring, Private Equity, IPO, Strategy, Capital Markets, Strategic Planning, Financial Services, Financial Reporting, Venture Capital, Entrepreneurship, Valuation, Business Strategy, Investment Banking, Business Planning, Business Process..., Auditing, Accounting, Equities, Funding, Internal Controls, Business Development, Securities, Corporate Governance, Financial Accounting, IFRS, Trading, Investments, Management, Strategic Communications, Biotechnology, Corporate Development, Acquisition Integration, Consolidation, Fund Accounting, Mutual Funds, Fundraising, Mineral Exploration, Oil/Gas, Renewable Resources, Trust Accounts, Asset Management, Financial Analysis, Investor Relations, Tax
Education
Chartered Professional Accountants of Ontario
CPA, CMA
Society of Management Accountants
CMA, Accounting, Finance and Business/Management
Concordia University 1981 — 1984
B.Com, Finance/International Business
Rick Schofield Rick Schofield's Money Concepts Experience June 2005 - Present
Job Executive Director at Money Concepts
Industry Financial Services
Experience
Money Concepts June 2005 - Present
MDRT 2000 - 2008
YMCA of Greater Indianapolis 2001 - 2007
American Express March 1992 - May 2005
Fishers Chamber of Commerce 1999 - 2005
YMCA of Southwestern Indiana 1982 - 1985
Skills
Small Business, Strategic Financial..., Retirement, Finance, Wealth Management, Retirement Planning, Investments, Financial Advisory, Mutual Funds, Estate Planning, Insurance, 401k, Portfolio Management, Investment Advisory, Long-term Care, Asset Management, Series 7, Wealth, Series 63, IRAs, Investment Strategies, Asset Allocation, Financial Planners, Wealth Management..., Fixed Annuities, Financial Planning
Education
The American College 1994 — 1996
Chartered Financial Consultant, Finance and Financial Management Services
University of Southern Indiana 1981 — 1985
Bachelor of Science, Business Management
William Henry Harrison High School- Evansville 1976 — 1980
Diploma, College Prep
Money Concepts June 2005 - Present
MDRT 2000 - 2008
YMCA of Greater Indianapolis 2001 - 2007
American Express March 1992 - May 2005
Fishers Chamber of Commerce 1999 - 2005
YMCA of Southwestern Indiana 1982 - 1985
Skills
Small Business, Strategic Financial..., Retirement, Finance, Wealth Management, Retirement Planning, Investments, Financial Advisory, Mutual Funds, Estate Planning, Insurance, 401k, Portfolio Management, Investment Advisory, Long-term Care, Asset Management, Series 7, Wealth, Series 63, IRAs, Investment Strategies, Asset Allocation, Financial Planners, Wealth Management..., Fixed Annuities, Financial Planning
Education
The American College 1994 — 1996
Chartered Financial Consultant, Finance and Financial Management Services
University of Southern Indiana 1981 — 1985
Bachelor of Science, Business Management
William Henry Harrison High School- Evansville 1976 — 1980
Diploma, College Prep
LaShawna Howard's Money Concepts Experience April 2006 - April 2007
Job Senior Secretary at Palm Beach County Department of Youth Services
Industry Government Administration
Experience
Palm Beach County Department of Youth Services April 2015 - Present
Palm Beach County Emergency Operation Center October 2007 - Present
Palm Beach County Board of County Commissioners 2008 - April 2015
National Association of Professional Women (NAPW) 2012 - 2012
Palm Beach County Emergency Operation Center October 2007 - May 2008
CMSR July 2007 - September 2007
Money Concepts April 2006 - April 2007
InterMedia Marketing Solutions September 2001 - July 2005
Skills
Customer Service, Payroll, Public Speaking, Program Management, Emergency Management, Strategic Planning, Non-profits, Grant Writing, Project Management, Microsoft Excel, Community Outreach, Training, PowerPoint, Disaster Response, Volunteer Management, Time Management, Nonprofits, Event Planning, Supervisory Skills, Government, Operations Management, Outlook, Marketing, Microsoft Office, Policy, Team Building, NIMS, Budgets, Research, Local Government, Public Relations, Data Entry, Healthcare, Public Administration, Preparedness, Incident Command, Homeland Security
Education
Northwood University 2007 — 2008
Business Management
Northwood University 2007 — 2008
Business Administration; Management
University of Phoenix 2007 — 2007
Business Administration
Orangeburg Calhoun Technical College 2005 — 2005
General Business
Lander University 1999 — 2001
Business Administration with emphasis in Management and Marketing
Lander University
Business Administration; Management and Marketing; 2005 General Business
Palm Beach County Department of Youth Services April 2015 - Present
Palm Beach County Emergency Operation Center October 2007 - Present
Palm Beach County Board of County Commissioners 2008 - April 2015
National Association of Professional Women (NAPW) 2012 - 2012
Palm Beach County Emergency Operation Center October 2007 - May 2008
CMSR July 2007 - September 2007
Money Concepts April 2006 - April 2007
InterMedia Marketing Solutions September 2001 - July 2005
Skills
Customer Service, Payroll, Public Speaking, Program Management, Emergency Management, Strategic Planning, Non-profits, Grant Writing, Project Management, Microsoft Excel, Community Outreach, Training, PowerPoint, Disaster Response, Volunteer Management, Time Management, Nonprofits, Event Planning, Supervisory Skills, Government, Operations Management, Outlook, Marketing, Microsoft Office, Policy, Team Building, NIMS, Budgets, Research, Local Government, Public Relations, Data Entry, Healthcare, Public Administration, Preparedness, Incident Command, Homeland Security
Education
Northwood University 2007 — 2008
Business Management
Northwood University 2007 — 2008
Business Administration; Management
University of Phoenix 2007 — 2007
Business Administration
Orangeburg Calhoun Technical College 2005 — 2005
General Business
Lander University 1999 — 2001
Business Administration with emphasis in Management and Marketing
Lander University
Business Administration; Management and Marketing; 2005 General Business
Stephanie Haase's Money Concepts Experience August 1999 - October 2000
Job Client Relationship Manager/Customer Care at Jonas Software
Industry Computer Software
Experience
Jonas Software November 2004 - Present
Strategic Information Technology April 2001 - October 2004
CIBC October 2000 - April 2001
Money Concepts August 1999 - October 2000
University Club of Waterloo August 1996 - October 1997
Skills
Customer Relations, Market Research, Project Management, Account Management, Business Development, New Business Development, SQL, HTML, Sales Management, Training, Business Analysis, Team Leadership, Management, Sales, Process Improvement, CRM
Education
Trent University 1989 — 1994
H.B.A, English; Communications and Canadian Literature
Jonas Software November 2004 - Present
Strategic Information Technology April 2001 - October 2004
CIBC October 2000 - April 2001
Money Concepts August 1999 - October 2000
University Club of Waterloo August 1996 - October 1997
Skills
Customer Relations, Market Research, Project Management, Account Management, Business Development, New Business Development, SQL, HTML, Sales Management, Training, Business Analysis, Team Leadership, Management, Sales, Process Improvement, CRM
Education
Trent University 1989 — 1994
H.B.A, English; Communications and Canadian Literature
Logo Master Logo Master's Money Concepts Experience April 2006 - June 2008
Job Owner at LogoMaster.com Web Design, Online Marketing & Social Media
Industry Internet
Experience
Logo Master April 2000 - Present
Self-employed May 1997 - July 2013
Money Concepts April 2006 - June 2008
Skills
Business Analysis, Web Analytics, Social Media Marketing, SEO, E-commerce, Social Media, Social Networking, Web Development, Google Analytics, Online Marketing, Web Design, Google Adwords
Education
Art Institute of Fort Lauderdale 1997 — 1999
Computer Animation, Computer/Information Technology Administration and Management, 4.0
Logo Master April 2000 - Present
Self-employed May 1997 - July 2013
Money Concepts April 2006 - June 2008
Skills
Business Analysis, Web Analytics, Social Media Marketing, SEO, E-commerce, Social Media, Social Networking, Web Development, Google Analytics, Online Marketing, Web Design, Google Adwords
Education
Art Institute of Fort Lauderdale 1997 — 1999
Computer Animation, Computer/Information Technology Administration and Management, 4.0
Stephen McGoff's Money Concepts Experience 2013 - 2013
Job Wealth Manager | Financial Planner | Operations Manager | Business Manager | Manager
Industry Financial Services
Experience
Seeking New Opportunity, Immediate Start February 2013 - August 2013
Money Concepts 2013 - 2013
The Guardian Life Insurance Company of America (Westwood Financial Strategies) 2011 - 2011
Express Medical Transporters November 2009 - October 2010
Edward Jones September 2007 - November 2009
Midas Auto Service Experts October 1988 - August 2007
Skills
Small Business, Financial Planning, Investments, Entrepreneur, Strategic Financial..., Entrepreneurship, Management, Financial Analysis, Leadership, Strategy, Analysis, Customer Service, Budgets, Time Management, Strategic Planning, Team Building, Business Planning, Accounting, Financial Reporting, Team Leadership, Retirement Planning, Project Planning, Finance, Selling, Retirement, Insurance, Risk Management, Financial Advisory, Coaching, Management Consulting
Education
Marquette University
BSBA, Business, Finance
McCluer North
Seeking New Opportunity, Immediate Start February 2013 - August 2013
Money Concepts 2013 - 2013
The Guardian Life Insurance Company of America (Westwood Financial Strategies) 2011 - 2011
Express Medical Transporters November 2009 - October 2010
Edward Jones September 2007 - November 2009
Midas Auto Service Experts October 1988 - August 2007
Skills
Small Business, Financial Planning, Investments, Entrepreneur, Strategic Financial..., Entrepreneurship, Management, Financial Analysis, Leadership, Strategy, Analysis, Customer Service, Budgets, Time Management, Strategic Planning, Team Building, Business Planning, Accounting, Financial Reporting, Team Leadership, Retirement Planning, Project Planning, Finance, Selling, Retirement, Insurance, Risk Management, Financial Advisory, Coaching, Management Consulting
Education
Marquette University
BSBA, Business, Finance
McCluer North
William Burkhardt's Money Concepts Experience June 1983 - September 1996
Job Health Insurance Consultant at Wm. Burkhardt & Asoc.
Industry Insurance
Experience
Wm. Burkhardt & Asoc. 1961 - Present
Money Concepts June 1983 - September 1996
Skills
Insurance, Strategic Financial..., Term Life Insurance, Life Insurance, Fixed Annuities, Medicare, Disability Insurance, IRAs, Critical Illness, Whole Life, Retirement, Long-term Care, Retirement Planning, Employee Benefits
Education
St. Joseph's College (IN) 1954 — 1957
Education
University of Detroit Mercy 1952 — 1955
Wm. Burkhardt & Asoc. 1961 - Present
Money Concepts June 1983 - September 1996
Skills
Insurance, Strategic Financial..., Term Life Insurance, Life Insurance, Fixed Annuities, Medicare, Disability Insurance, IRAs, Critical Illness, Whole Life, Retirement, Long-term Care, Retirement Planning, Employee Benefits
Education
St. Joseph's College (IN) 1954 — 1957
Education
University of Detroit Mercy 1952 — 1955
Linda Holmes Linda Holmes's Money Concepts Experience January 1989 - April 1997
Job Director Retail Compliance at ScotiaMcLeod
Industry Financial Services
Experience
Scotia Capital January 2009 - Present
Investment Industry March 2007 - Present
ScotiaMcLeod August 2013 - August 2014
Scotia Securities Inc. (Scotiabank) September 2012 - August 2013
Dundee Securities August 1997 - August 2006
The Financial Planning Group April 1997 - August 1997
Money Concepts January 1989 - April 1997
Richardson Greenshields June 1979 - August 1988
Skills
Securities, Mutual Funds, Wealth Management, Corporate Governance, Risk Management, Capital Markets, Investments, Asset Managment, Investment Advisory, Insurance, Due Diligence, Equities, Governance, Estate Planning, Privacy Law
Education
Ontario Police College 1976 — 1976
Seneca College of Applied Arts and Technology
Scotia Capital January 2009 - Present
Investment Industry March 2007 - Present
ScotiaMcLeod August 2013 - August 2014
Scotia Securities Inc. (Scotiabank) September 2012 - August 2013
Dundee Securities August 1997 - August 2006
The Financial Planning Group April 1997 - August 1997
Money Concepts January 1989 - April 1997
Richardson Greenshields June 1979 - August 1988
Skills
Securities, Mutual Funds, Wealth Management, Corporate Governance, Risk Management, Capital Markets, Investments, Asset Managment, Investment Advisory, Insurance, Due Diligence, Equities, Governance, Estate Planning, Privacy Law
Education
Ontario Police College 1976 — 1976
Seneca College of Applied Arts and Technology
Marilyn Lampel, LEED AP O+M Marilyn Lampel, LEED AP O+M's Money Concepts Experience 1994 - 1999
Job Operations, Marketing & Documentation Outsource Specialist
Industry Renewables & Environment
Experience
Greenformation January 2008 - Present
LA Better Buildings Challenge August 2013 - July 2014
THE ORGAINZATIONAL WIZARD February 1999 - June 2007
MONEY CONCEPTS 1994 - 1999
MUTUAL OF AMERICA LIFE INSURANCE COMPANY 1988 - 1994
AMERICAN GROUP FINANCIAL CORPORATION 1981 - 1988
Skills
Research, Proposal Writing, Writing, Green, Public Speaking, Sustainability, LEED, Management Consulting, Team Building, Program Management, Business Development, Training, Project Planning, Social Networking, Marketing
Education
College for Financial Planning 1987 — 1989
Certified Financial Planner
California State University-Northridge 1976 — 1981
Bachelor of Science, Business: Management
Fairfax hight school
Fairfax hight school
Greenformation January 2008 - Present
LA Better Buildings Challenge August 2013 - July 2014
THE ORGAINZATIONAL WIZARD February 1999 - June 2007
MONEY CONCEPTS 1994 - 1999
MUTUAL OF AMERICA LIFE INSURANCE COMPANY 1988 - 1994
AMERICAN GROUP FINANCIAL CORPORATION 1981 - 1988
Skills
Research, Proposal Writing, Writing, Green, Public Speaking, Sustainability, LEED, Management Consulting, Team Building, Program Management, Business Development, Training, Project Planning, Social Networking, Marketing
Education
College for Financial Planning 1987 — 1989
Certified Financial Planner
California State University-Northridge 1976 — 1981
Bachelor of Science, Business: Management
Fairfax hight school
Fairfax hight school
Brian Lich's Money Concepts Experience June 2010 - Present
Job Wealth Consultant at Money Concepts
Industry Financial Services
Experience
Money Concepts June 2010 - Present
Wealth Concepts Insurance Solutions June 2010 - Present
Next Financial April 2008 - May 2010
Northwestern Mutual Financial Network June 2005 - April 2008
Edward Jones June 2001 - June 2005
State Farm Insurance Company 2000 - 2000
Skills
Wealth Management, Retirement, Investments, Retirement Planning, Financial Planners, Insurance, Strategic Financial..., Comprehensive Planning, Employee Benefits, Fixed Annuities, Disability Insurance, Pensions, Financial Advisory, Asset Allocation, Risk Management, Long-term Care, Health Insurance, Life Insurance, Investment Advisory, Securities, Wealth, Project Planning, Communications Audits, Recruiting, Estate Planning, Tax, Credit, Whole Life, Analysis, Finance, Plannning, Insurance Planning, pension optimization, Retirement Solutions, Retirement Income...
Education
University of Missouri-Columbia, College of Business 1997 — 2001
St. Charles West High School
Money Concepts June 2010 - Present
Wealth Concepts Insurance Solutions June 2010 - Present
Next Financial April 2008 - May 2010
Northwestern Mutual Financial Network June 2005 - April 2008
Edward Jones June 2001 - June 2005
State Farm Insurance Company 2000 - 2000
Skills
Wealth Management, Retirement, Investments, Retirement Planning, Financial Planners, Insurance, Strategic Financial..., Comprehensive Planning, Employee Benefits, Fixed Annuities, Disability Insurance, Pensions, Financial Advisory, Asset Allocation, Risk Management, Long-term Care, Health Insurance, Life Insurance, Investment Advisory, Securities, Wealth, Project Planning, Communications Audits, Recruiting, Estate Planning, Tax, Credit, Whole Life, Analysis, Finance, Plannning, Insurance Planning, pension optimization, Retirement Solutions, Retirement Income...
Education
University of Missouri-Columbia, College of Business 1997 — 2001
St. Charles West High School
Carolyn Larsen Carolyn Larsen's Money Concepts Experience March 2004 - May 2007
Job Financial Analyst
Industry Financial Services
Experience
Orion Advisor Services December 2009 - October 2010
Goldman Sachs & Co June 2008 - August 2009
Wasatch Tax Inc May 2007 - May 2008
Marriott School of Management January 2007 - April 2008
Money Concepts March 2004 - May 2007
The Church of Jesus Christ of Latter-day Saints December 2004 - June 2006
Dr. Call's Dental Office March 2004 - December 2004
Education
Brigham Young University
Bachelor of Science, Finance
Jackson Hewitt
Orion Advisor Services December 2009 - October 2010
Goldman Sachs & Co June 2008 - August 2009
Wasatch Tax Inc May 2007 - May 2008
Marriott School of Management January 2007 - April 2008
Money Concepts March 2004 - May 2007
The Church of Jesus Christ of Latter-day Saints December 2004 - June 2006
Dr. Call's Dental Office March 2004 - December 2004
Education
Brigham Young University
Bachelor of Science, Finance
Jackson Hewitt
Robert Quayle Robert Quayle's Money Concepts Experience 1993 - 1999
Job Intelligence Analyst at US Army
Industry Financial Services
Experience
US Army January 2009 - Present
New York Life 2007 - December 2008
Lorain National Bank 2006 - 2007
FirstMerit Bank 2004 - 2006
National City Bank 1999 - 2004
Money Concepts 1993 - 1999
John Hancock 1990 - 1993
US Army March 1983 - March 1992
Education
The American College 1992 — 1996
US Army January 2009 - Present
New York Life 2007 - December 2008
Lorain National Bank 2006 - 2007
FirstMerit Bank 2004 - 2006
National City Bank 1999 - 2004
Money Concepts 1993 - 1999
John Hancock 1990 - 1993
US Army March 1983 - March 1992
Education
The American College 1992 — 1996
Ben Trujillo Ben Trujillo's Money Concepts Experience January 2007 - Present
Job Regional Director at Money Concepts
Industry Financial Services
Experience
Money Concepts January 2007 - Present
JBTrujillo 1999 - 2006
Insurance Resources, Inc. 1991 - 1999
JBT Financial Group 1982 - 1991
Education
University of Phoenix 1985 — 1987
MBA, Business
New Mexico Highlands University 1971 — 1972
MA, History and Social Science
Wichita State University 1965 — 1969
BA, History
Money Concepts January 2007 - Present
JBTrujillo 1999 - 2006
Insurance Resources, Inc. 1991 - 1999
JBT Financial Group 1982 - 1991
Education
University of Phoenix 1985 — 1987
MBA, Business
New Mexico Highlands University 1971 — 1972
MA, History and Social Science
Wichita State University 1965 — 1969
BA, History
Ric Moore Ric Moore's Money Concepts Experience August 2004 - July 2005
Job Financial Planner at MetLife
Industry Financial Services
Experience
MetLife July 2006 - Present
Money Concepts August 2004 - July 2005
Ric Moore Photographs March 1986 - March 2004
Education
University of Oklahoma 1981 — 1986
University of Science and Arts 1980 — 1981
Biology
MetLife July 2006 - Present
Money Concepts August 2004 - July 2005
Ric Moore Photographs March 1986 - March 2004
Education
University of Oklahoma 1981 — 1986
University of Science and Arts 1980 — 1981
Biology
David Voegele David Voegele's Money Concepts Experience January 2008 - Present
Job Financial Advisor, Money Concepts
Industry Financial Services
Experience
Money Concepts January 2008 - Present
New York Life Insurance Company 1979 - 2005
Education
University of Minnesota-Twin Cities 1966 — 1970
Money Concepts January 2008 - Present
New York Life Insurance Company 1979 - 2005
Education
University of Minnesota-Twin Cities 1966 — 1970
Sonia LeRoy, CFP, RFP Sonia LeRoy, CFP, RFP's Money Concepts Experience 1990 - 2005
Job Senior Wealth Advisor, LeRoy Wealth Management Group at IPC Securities
Industry Financial Services
Experience
IPC Securities Corp March 2015 - Present
Investment Planning Counsel December 2013 - March 2015
Independent Planning Group 2005 - December 2013
Money Concepts 1990 - 2005
Skills
Wealth Management, Investments, Estate Planning, Retirement Planning, Retirement, Succession Planning, Financial Goals, Wealth Management..., Socially Responsible..., Financial Advisory, Strategic Financial..., Risk Management, Mutual Funds, Asset Allocation, Fixed Annuities, Financial Planners, Disability Insurance, Investment Strategies, Income Protection, High Net Worth..., Critical Illness, Life Insurance, Long-term Care, Asset Management, Personal Financial..., Segregated Funds, Personal Finance, Financial Plan Risk..., Tax Efficient..., Planned Giving..., Wealth Accumulation, Wealth, Finance, Investment Management, Investment Advisory, Tax, Strategy, Portfolio Management, Certified Financial..., Financial Planning
Education
Carleton University 1985 — 1989
BA (Hons)
Universitetet i Oslo (UiO) 1987 — 1987
University Summer Program
Marianopolis College 1984 — 1985
IPC Securities Corp March 2015 - Present
Investment Planning Counsel December 2013 - March 2015
Independent Planning Group 2005 - December 2013
Money Concepts 1990 - 2005
Skills
Wealth Management, Investments, Estate Planning, Retirement Planning, Retirement, Succession Planning, Financial Goals, Wealth Management..., Socially Responsible..., Financial Advisory, Strategic Financial..., Risk Management, Mutual Funds, Asset Allocation, Fixed Annuities, Financial Planners, Disability Insurance, Investment Strategies, Income Protection, High Net Worth..., Critical Illness, Life Insurance, Long-term Care, Asset Management, Personal Financial..., Segregated Funds, Personal Finance, Financial Plan Risk..., Tax Efficient..., Planned Giving..., Wealth Accumulation, Wealth, Finance, Investment Management, Investment Advisory, Tax, Strategy, Portfolio Management, Certified Financial..., Financial Planning
Education
Carleton University 1985 — 1989
BA (Hons)
Universitetet i Oslo (UiO) 1987 — 1987
University Summer Program
Marianopolis College 1984 — 1985
Yinyin (Julie) Zhu's Money Concepts Experience December 2006 - January 2007
Job Financial Analyst at NeuStar, Inc.
Industry Information Technology and Services
Experience
NeuStar, Inc. April 2012 - Present
Belmont Partners August 2009 - April 2012
Money Concepts December 2006 - January 2007
Conservation Volunteers Australia May 2006 - August 2006
Skills
Financial Modeling, Business Analysis, Excel, Financial Reporting, Data Analysis, Market Research, Equity Valuation, PowerPoint, SPSS, Management Consulting, Presentation Preparation, Hyperion Planning, Oracle BIEE, PeopleSoft
Education
University of Rochester 2008 — 2009
MS, Finance
University of Rochester - Simon Business School 2008 — 2009
Masters of Science in Business Administration, Finance
City University of Hong Kong 2005 — 2008
BBA Hons, Finance
Carnegie Mellon University - Tepper School of Business 2007 — 2007
Exchange Study, Finance
SHS
NeuStar, Inc. April 2012 - Present
Belmont Partners August 2009 - April 2012
Money Concepts December 2006 - January 2007
Conservation Volunteers Australia May 2006 - August 2006
Skills
Financial Modeling, Business Analysis, Excel, Financial Reporting, Data Analysis, Market Research, Equity Valuation, PowerPoint, SPSS, Management Consulting, Presentation Preparation, Hyperion Planning, Oracle BIEE, PeopleSoft
Education
University of Rochester 2008 — 2009
MS, Finance
University of Rochester - Simon Business School 2008 — 2009
Masters of Science in Business Administration, Finance
City University of Hong Kong 2005 — 2008
BBA Hons, Finance
Carnegie Mellon University - Tepper School of Business 2007 — 2007
Exchange Study, Finance
SHS
Stanford Lindquist Stanford Lindquist's Money Concepts Experience May 1993 - Present
Job Portfolio Manager/Senior Associate at Money Concepts
Industry Financial Services
Experience
Money Concepts May 1993 - Present
Money Concepts Capital Corp 1993 - 2013
US Navy Reserve May 1986 - January 2008
Skills
Retirement Planning, Wealth Management, Investment Advisory, Retirement, Series 7, Financial Advisory, Mutual Funds, Financial Planners, Strategic Financial..., Estate Planning, Fixed Annuities, 401k, Asset Allocation, Investments, Wealth
Education
University of Michigan 1990 — 1992
Master of Business Administration (MBA), Finance and Financial Accounting
Purdue University 1982 — 1986
Bachelor of Science (BS), Mechanical Technology
Money Concepts May 1993 - Present
Money Concepts Capital Corp 1993 - 2013
US Navy Reserve May 1986 - January 2008
Skills
Retirement Planning, Wealth Management, Investment Advisory, Retirement, Series 7, Financial Advisory, Mutual Funds, Financial Planners, Strategic Financial..., Estate Planning, Fixed Annuities, 401k, Asset Allocation, Investments, Wealth
Education
University of Michigan 1990 — 1992
Master of Business Administration (MBA), Finance and Financial Accounting
Purdue University 1982 — 1986
Bachelor of Science (BS), Mechanical Technology
Mark Geraci Jr.'s Money Concepts Experience May 2007 - July 2010
Job Financial Advisor with LPL Financial
Industry Financial Services
Experience
LPL Financial July 2010 - Present
Money Concepts May 2007 - July 2010
American Family Insurance April 2004 - May 2007
Skills
Estate Planning, Retirement Planning, College Savings Plans, Tax-advantaged..., Debt Management, Cash Flow, Investments, Retirement, Mutual Funds, Finance, Series 7, Strategy, Wealth Management, Securities, Asset Management, Insurance, Financial Services, Financial Advisory, Fixed Annuities
Education
Illinois State University 2001 — 2003
Bachelor of Science (B.S.), Entrepreneurship/Entrepreneurial Studies
McHenry County College 1998 — 2001
Associate of Science (A.S.), General Studies
LPL Financial July 2010 - Present
Money Concepts May 2007 - July 2010
American Family Insurance April 2004 - May 2007
Skills
Estate Planning, Retirement Planning, College Savings Plans, Tax-advantaged..., Debt Management, Cash Flow, Investments, Retirement, Mutual Funds, Finance, Series 7, Strategy, Wealth Management, Securities, Asset Management, Insurance, Financial Services, Financial Advisory, Fixed Annuities
Education
Illinois State University 2001 — 2003
Bachelor of Science (B.S.), Entrepreneurship/Entrepreneurial Studies
McHenry County College 1998 — 2001
Associate of Science (A.S.), General Studies
Tamara L. Baird, CFP, CPCA's Money Concepts Experience 2009 - 2010
Job Director, Operations at RocheBanyan
Industry Financial Services
Experience
Algonquin College May 2013 - Present
RocheBanyan Inc. 2010 - Present
Money Concepts 2009 - 2010
Independent Planning Group Inc. April 2006 - March 2009
Independent Planning Group Inc. 2000 - 2006
Assante Capital Management Inc. 1999 - 2000
Financial Concept Group 1997 - 1999
Skills
Recruitment/Retention, Compliance Management, Standards Compliance, Team Motivator, Operations Management, Research, Financial Services, Wealth Management, Mutual Funds, Retirement, Investment Advisory, Securities, Strategic Financial..., Financial Advisory, Investment Strategies, Asset Allocation, Financial Planners, Financial Planning, Asset Management, Insurance
Education
Telfer School of Management at the University of Ottawa 2015 — 2017
Master of Business Administration (MBA)
The Canadian Institute Of Financial Planning 1999 — 2002
CFP, Financial Planning
CAIFA 2001 — 2001
Life/Accident & Sickness License, Insurance
IFSE
Officers, Partners & Directors Course (OPD), IFSE, Compliance Mgt.
IFSE
Branch Managers' Examination Course (BM)
IFSE
Canadian Investment Funds Course (CIFC), Financial Management Services
Algonquin College May 2013 - Present
RocheBanyan Inc. 2010 - Present
Money Concepts 2009 - 2010
Independent Planning Group Inc. April 2006 - March 2009
Independent Planning Group Inc. 2000 - 2006
Assante Capital Management Inc. 1999 - 2000
Financial Concept Group 1997 - 1999
Skills
Recruitment/Retention, Compliance Management, Standards Compliance, Team Motivator, Operations Management, Research, Financial Services, Wealth Management, Mutual Funds, Retirement, Investment Advisory, Securities, Strategic Financial..., Financial Advisory, Investment Strategies, Asset Allocation, Financial Planners, Financial Planning, Asset Management, Insurance
Education
Telfer School of Management at the University of Ottawa 2015 — 2017
Master of Business Administration (MBA)
The Canadian Institute Of Financial Planning 1999 — 2002
CFP, Financial Planning
CAIFA 2001 — 2001
Life/Accident & Sickness License, Insurance
IFSE
Officers, Partners & Directors Course (OPD), IFSE, Compliance Mgt.
IFSE
Branch Managers' Examination Course (BM)
IFSE
Canadian Investment Funds Course (CIFC), Financial Management Services
Gene Walter's Money Concepts Experience 2008 - 2014
Job Wealth Manager at Guidance Capital Management Group
Industry Financial Services
Experience
Guidance Capital Management Group at Money Concepts 2008 - Present
Money Concepts 2008 - 2014
SNA Financial Services August 2004 - December 2007
Stifel Financial Corp. March 2000 - July 2004
Skills
Wealth Management, Retirement Planning, Investment Advisory, Retirement, Fixed Annuities, Series 7, Mutual Funds, IRAs, 401k, Certified Income..., Strategic Financial..., Investments, Estate Planning, Financial Advisory
Education
Eastern Kentucky University 1981 — 1982
Marketing/Marketing Management, General
Morton College 1979 — 1980
Chemistry
Guidance Capital Management Group at Money Concepts 2008 - Present
Money Concepts 2008 - 2014
SNA Financial Services August 2004 - December 2007
Stifel Financial Corp. March 2000 - July 2004
Skills
Wealth Management, Retirement Planning, Investment Advisory, Retirement, Fixed Annuities, Series 7, Mutual Funds, IRAs, 401k, Certified Income..., Strategic Financial..., Investments, Estate Planning, Financial Advisory
Education
Eastern Kentucky University 1981 — 1982
Marketing/Marketing Management, General
Morton College 1979 — 1980
Chemistry
Glen Allie Glen Allie's Money Concepts Experience 1994 - 1999
Job Insurance Specialist at Asbury Insurance
Industry Insurance
Experience
Asbury Insurance Agency July 2012 - Present
Allie Financial Services January 2012 - July 2012
Prudential Financial April 2008 - December 2011
Ameriprise Financial 2007 - 2007
Meijer 1998 - 2007
FSC Securities Corp December 1999 - December 2003
Money Concepts 1994 - 1999
Bank One 1988 - 1993
Chase Bank 1986 - 1988
Mercantile Bancorp 1975 - 1986
Skills
Financial Planning, Investments, Insurance, Employee Benefits, Analysis, Medicare Supplements, Annuities, Strategic Financial..., Fixed Annuities, Indexed Annuities, Term Life Insurance, Universal Life, Medicare
Education
The University of Chicago 1973 — 1975
MBA, Finance/Marketing
Wright State University 1972 — 1973
Business
University of Illinois at Urbana-Champaign 1964 — 1970
BS, Recreation and Park Administratopn
Dwight D Eisenhower High School 1961 — 1964
High School/Secondary Diplomas and Certificates
Asbury Insurance Agency July 2012 - Present
Allie Financial Services January 2012 - July 2012
Prudential Financial April 2008 - December 2011
Ameriprise Financial 2007 - 2007
Meijer 1998 - 2007
FSC Securities Corp December 1999 - December 2003
Money Concepts 1994 - 1999
Bank One 1988 - 1993
Chase Bank 1986 - 1988
Mercantile Bancorp 1975 - 1986
Skills
Financial Planning, Investments, Insurance, Employee Benefits, Analysis, Medicare Supplements, Annuities, Strategic Financial..., Fixed Annuities, Indexed Annuities, Term Life Insurance, Universal Life, Medicare
Education
The University of Chicago 1973 — 1975
MBA, Finance/Marketing
Wright State University 1972 — 1973
Business
University of Illinois at Urbana-Champaign 1964 — 1970
BS, Recreation and Park Administratopn
Dwight D Eisenhower High School 1961 — 1964
High School/Secondary Diplomas and Certificates
Christopher Puffer's Money Concepts Experience October 2007 - Present
Job President of Creative Capital Group @ Money Concepts
Industry Financial Services
Experience
Creative Capital Group October 2007 - Present
Money Concepts October 2007 - Present
Skills
Strategic Financial..., Estate Planning, Investments, Financial Advisory, Financial Planning, Wealth, Retirement Planning, Finance, Financial Planners, Fixed Annuities, IRAs, Wealth Management, Life Insurance, Strategic Planning, 401k, Small Business, Investment Strategies, Insurance, Wealth Accumulation, Public Speaking, Retirement, Mutual Funds, Series 7, Long-term Care, Asset Management, 401k Rollovers, Alternative Investments, Business Planning, Succession Planning, Pensions, Financial Analysis, Series 63, Investment Advisory, Roth IRA, Leadership, Marketing, Portfolio Management, Team Building, Asset Allocation
Education
University of Louisville 1989 — 2003
BS, Marketing
Seneca High School 1984 — 1988
Creative Capital Group October 2007 - Present
Money Concepts October 2007 - Present
Skills
Strategic Financial..., Estate Planning, Investments, Financial Advisory, Financial Planning, Wealth, Retirement Planning, Finance, Financial Planners, Fixed Annuities, IRAs, Wealth Management, Life Insurance, Strategic Planning, 401k, Small Business, Investment Strategies, Insurance, Wealth Accumulation, Public Speaking, Retirement, Mutual Funds, Series 7, Long-term Care, Asset Management, 401k Rollovers, Alternative Investments, Business Planning, Succession Planning, Pensions, Financial Analysis, Series 63, Investment Advisory, Roth IRA, Leadership, Marketing, Portfolio Management, Team Building, Asset Allocation
Education
University of Louisville 1989 — 2003
BS, Marketing
Seneca High School 1984 — 1988
J. Suzette Frick's Money Concepts Experience 2010 - Present
Job President and Investment Executive at Frick Investment Group Inc. through Money Concepts
Industry Financial Services
Experience
Frick Investment Group Inc. at Money Concepts May 2010 - Present
Money Concepts 2010 - Present
Skills
Retirement, Retirement Planning, Fixed Annuities, Wealth Accumulation, Variable Annuities, 401k Rollovers
Education
Murray State University
Frick Investment Group Inc. at Money Concepts May 2010 - Present
Money Concepts 2010 - Present
Skills
Retirement, Retirement Planning, Fixed Annuities, Wealth Accumulation, Variable Annuities, 401k Rollovers
Education
Murray State University
Graham Guthrie Graham Guthrie's Money Concepts Experience January 2015 - Present
Job Financial Advisor at Money Concepts
Industry Law Practice
Experience
Money Concepts January 2015 - Present
Guthrie Law Office, LLC January 2003 - Present
Purcell & Scott, Co., LPA October 1998 - December 2002
Weltman, Weinberg & Reis November 1993 - September 1998
Skills
Bankruptcy, Chapter 13 Bankruptcy, Chapter 7, Commercial Litigation, Litigation, Wills, Finance, Estate Planning, Chapter 11, Powers of Attorney, Real Estate, Foreclosure Defense, Appeals
Education
Capital University Law School 1990 — 1993
JD, Law
The Ohio State University 1984 — 1989
BS, Finance
Money Concepts January 2015 - Present
Guthrie Law Office, LLC January 2003 - Present
Purcell & Scott, Co., LPA October 1998 - December 2002
Weltman, Weinberg & Reis November 1993 - September 1998
Skills
Bankruptcy, Chapter 13 Bankruptcy, Chapter 7, Commercial Litigation, Litigation, Wills, Finance, Estate Planning, Chapter 11, Powers of Attorney, Real Estate, Foreclosure Defense, Appeals
Education
Capital University Law School 1990 — 1993
JD, Law
The Ohio State University 1984 — 1989
BS, Finance
Jan Belyeu, RFC Jan Belyeu, RFC's Money Concepts Experience January 2005 - Present
Job Registered Representative at Money Concepts
Industry Financial Services
Experience
Money Concepts January 2005 - Present
Magnolia Plan Services September 1989 - Present
Weinstein Associates April 1986 - September 1989
J Chandler Weath Management Companies January 1981 - March 1986
Skills
Retirement Planning, Registered Financial..., Series 7, Mutual Funds, Investments, Life Insurance, 401k, 401k Rollovers, Financial Services, Investment Strategies, Strategic Planning, IRAs, Alternative Investments, Variable Annuities, Financial Analysis, Series 63, Investment Management, Long-term Care, Roth IRA, Financial Planning, Estate Planning, Asset Management, Retirement
Education
University of Florida 1974 — 1977
BA, Mathematics
Emory University 1971 — 1973
AA, Oxford College of Emory
Money Concepts January 2005 - Present
Magnolia Plan Services September 1989 - Present
Weinstein Associates April 1986 - September 1989
J Chandler Weath Management Companies January 1981 - March 1986
Skills
Retirement Planning, Registered Financial..., Series 7, Mutual Funds, Investments, Life Insurance, 401k, 401k Rollovers, Financial Services, Investment Strategies, Strategic Planning, IRAs, Alternative Investments, Variable Annuities, Financial Analysis, Series 63, Investment Management, Long-term Care, Roth IRA, Financial Planning, Estate Planning, Asset Management, Retirement
Education
University of Florida 1974 — 1977
BA, Mathematics
Emory University 1971 — 1973
AA, Oxford College of Emory
Robert Troyano CPA, CFP®'s Money Concepts Experience April 1995 - February 2010
Job Managing Partner at RMT Wealth Management
Industry Financial Services
Experience
RMT Wealth Management January 2010 - Present
Money Concepts April 1995 - February 2010
Rothstein Kass October 2000 - February 2002
AIG Global Investment Group 1991 - 2000
Skills
Roth IRA, Asset Managment, Investments, Securities, Employee Benefits, Tax, Retirement, Financial Analysis, Series 7, Mutual Funds, Wealth Management, Hedge Funds
Education
Pace University - Lubin School of Business 1988 — 1992
MBA, Financial Management
University of Maryland College Park 1984 — 1986
BS, Finance
Fairleigh Dickinson University
Saddle Brook High School
RMT Wealth Management January 2010 - Present
Money Concepts April 1995 - February 2010
Rothstein Kass October 2000 - February 2002
AIG Global Investment Group 1991 - 2000
Skills
Roth IRA, Asset Managment, Investments, Securities, Employee Benefits, Tax, Retirement, Financial Analysis, Series 7, Mutual Funds, Wealth Management, Hedge Funds
Education
Pace University - Lubin School of Business 1988 — 1992
MBA, Financial Management
University of Maryland College Park 1984 — 1986
BS, Finance
Fairleigh Dickinson University
Saddle Brook High School
Fraj LAZREG, AIFA®, CFM, RFC® Fraj LAZREG, AIFA®, CFM, RFC®'s Money Concepts Experience December 1993 - Present
Job Regional Director Portfolio Manager at Money Concepts
Industry Financial Services
Experience
Money Concepts December 1993 - Present
Money Concepts Capital Corp 1993 - Present
The Capital Conservattion Company 1984 - 1993
Skills
Retirement Planning, Retirement, Wealth Management, Investments, Strategic Financial..., Mutual Funds, IRAs, Investment Advisory, Fixed Annuities, Series 7, 401k, Estate Planning, Financial Planners, Finance, Securities, Portfolio Management, Wealth, Asset Allocation, Financial Advisory, Wealth Accumulation, Asset Management
Education
Cornell University 1975 — 1978
Money Concepts December 1993 - Present
Money Concepts Capital Corp 1993 - Present
The Capital Conservattion Company 1984 - 1993
Skills
Retirement Planning, Retirement, Wealth Management, Investments, Strategic Financial..., Mutual Funds, IRAs, Investment Advisory, Fixed Annuities, Series 7, 401k, Estate Planning, Financial Planners, Finance, Securities, Portfolio Management, Wealth, Asset Allocation, Financial Advisory, Wealth Accumulation, Asset Management
Education
Cornell University 1975 — 1978
Christopher Blair, CFP®, Christopher Blair, CFP®,'s Money Concepts Experience 2004 - Present
Job President at Blair Financial Planning
Industry Financial Services
Experience
Money Concepts Americas January 2011 - Present
Money Concepts 2004 - Present
Blair Financial Planning February 1995 - Present
Skills
Financial Advisory, Retirement Planning, Estate Planning, Strategic Financial..., Wealth Management, Personal Finance, Personal Financial..., Asset Managment, 401k, Investments, Financial Planners, Tax, Retirement, Management, Risk Management, Wealth, Investment Strategies, Finance, Wealth Management..., Asset Management, IRAs, Fixed Annuities
Education
University of Denver - Daniels College of Business 1991 — 1993
MBA
University of Denver - Sturm College of Law 1990 — 1993
JD
Whitman College 1986 — 1990
B.A., History
Money Concepts Americas January 2011 - Present
Money Concepts 2004 - Present
Blair Financial Planning February 1995 - Present
Skills
Financial Advisory, Retirement Planning, Estate Planning, Strategic Financial..., Wealth Management, Personal Finance, Personal Financial..., Asset Managment, 401k, Investments, Financial Planners, Tax, Retirement, Management, Risk Management, Wealth, Investment Strategies, Finance, Wealth Management..., Asset Management, IRAs, Fixed Annuities
Education
University of Denver - Daniels College of Business 1991 — 1993
MBA
University of Denver - Sturm College of Law 1990 — 1993
JD
Whitman College 1986 — 1990
B.A., History
Kerri Morrison's Money Concepts Experience June 2009 - July 2012
Job Staff Therapist Dual Diagnosis Team at South Bay Mental Health Center
Industry Mental Health Care
Experience
South Bay Mental Health Center July 2012 - Present
CTS Financial Services, Inc. September 2002 - Present
lia sophia December 2010 - July 2013
Money Concepts June 2009 - July 2012
The RSEC Academy August 2011 - June 2012
Summit School July 2011 - June 2012
Visions of Beauty Photography May 2008 - January 2011
WISE of the Upper Valley September 2007 - April 2008
Skills
Crisis Intervention, Therapists, Payroll, Public Speaking, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Outlook, Non-profits, Training, Nonprofits, Mental Health Counseling, Interventions, Self-esteem, Family Therapy
Education
Rivier College 2009 — 2012
Masters of Arts, Mental Health Counseling, 4.0
Colby Sawyer College 2004 — 2008
Bachelors of Arts, Psychology
South Bay Mental Health Center July 2012 - Present
CTS Financial Services, Inc. September 2002 - Present
lia sophia December 2010 - July 2013
Money Concepts June 2009 - July 2012
The RSEC Academy August 2011 - June 2012
Summit School July 2011 - June 2012
Visions of Beauty Photography May 2008 - January 2011
WISE of the Upper Valley September 2007 - April 2008
Skills
Crisis Intervention, Therapists, Payroll, Public Speaking, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Outlook, Non-profits, Training, Nonprofits, Mental Health Counseling, Interventions, Self-esteem, Family Therapy
Education
Rivier College 2009 — 2012
Masters of Arts, Mental Health Counseling, 4.0
Colby Sawyer College 2004 — 2008
Bachelors of Arts, Psychology
Marcelo Largaespada Marcelo Largaespada's Money Concepts Experience August 2013 - December 2013
Job PPC Strategist
Industry Marketing and Advertising
Experience
White Shark Media® March 2015 - Present
Golden Crisp Premium Foods February 2014 - February 2015
Money Concepts August 2013 - December 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English, Accounting, HTML, Leadership, Time Management, Windows, Finance, Event Planning, Marketing, Financial Planning, Social Networking
Education
Dordt College 2010 — 2014
Bachelor of Arts (BA), Finance, General
Nicaragua Christian Academy 1997 — 2010
White Shark Media® March 2015 - Present
Golden Crisp Premium Foods February 2014 - February 2015
Money Concepts August 2013 - December 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English, Accounting, HTML, Leadership, Time Management, Windows, Finance, Event Planning, Marketing, Financial Planning, Social Networking
Education
Dordt College 2010 — 2014
Bachelor of Arts (BA), Finance, General
Nicaragua Christian Academy 1997 — 2010
Jeffrey Hallin Jeffrey Hallin's Money Concepts Experience 1996 - 2000
Job Financial Advisor and Realtor
Industry Financial Services
Experience
Cetera Advisor Networks LLC January 2015 - Present
Pro Motorsports 2009 - Present
RE/MAX Real Estate One April 2006 - Present
ProEquities, Inc. January 2000 - December 2014
United States Marine Corps Reserve 1993 - 2006
A.D. Banker & Company 1998 - 2005
Money Concepts 1996 - 2000
Northwestern Mutual 1995 - 1996
Crowell, Weedon & Co. 1994 - 1995
Edward Jones 1993 - 1994
Education
United States Naval Academy 1979 — 1983
B.S., Applied Science/Computer Science
University of Southern California 1978 — 1979
International Relations
Cetera Advisor Networks LLC January 2015 - Present
Pro Motorsports 2009 - Present
RE/MAX Real Estate One April 2006 - Present
ProEquities, Inc. January 2000 - December 2014
United States Marine Corps Reserve 1993 - 2006
A.D. Banker & Company 1998 - 2005
Money Concepts 1996 - 2000
Northwestern Mutual 1995 - 1996
Crowell, Weedon & Co. 1994 - 1995
Edward Jones 1993 - 1994
Education
United States Naval Academy 1979 — 1983
B.S., Applied Science/Computer Science
University of Southern California 1978 — 1979
International Relations
Robert Moritz, CFP CFS Robert Moritz, CFP CFS's Money Concepts Experience August 2010 - Present
Job President, Faithful Stewards of Money Concepts
Industry Financial Services
Experience
Money Concepts August 2010 - Present
CBNA 2007 - 2012
Circle Financial Planning, Money Concepts 2006 - August 2010
CoCreate Software April 2004 - December 2005
SDRC September 1989 - March 2004
Siemens PLM Software 2001 - 2004
UGS PLM Solutions 2001 - 2004
EDS 2001 - 2004
Siemens UGS PLM Software 2001 - 2004
Skills
Retirement Planning, Estate Planning, Investments, Asset Management, Long Term Care, Financial Planning, Wealth, Insurance, Wealth Management, Wealth Accumulation, Coaching, Retirement, Annuities, Funding, Investment Advisory, IRA's, Asset Allocation, Mutual Funds, Inheritance Tax Planning, Financial Advice, Investment Strategies, Wealth Transfer, Retirement Income..., Long-term Care, Income Protection, Portfolio Management, Roth IRA, Wealth Preservation, Alternative Investments, Financial Advisory, Series 7, Personal Finance, Money, Life Insurance
Education
University of Cincinnati 1988 — 1993
BS, Aerospace Engineering
University of Cincinnati 1988 — 1993
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical Engineering, Cum Laude
Money Concepts August 2010 - Present
CBNA 2007 - 2012
Circle Financial Planning, Money Concepts 2006 - August 2010
CoCreate Software April 2004 - December 2005
SDRC September 1989 - March 2004
Siemens PLM Software 2001 - 2004
UGS PLM Solutions 2001 - 2004
EDS 2001 - 2004
Siemens UGS PLM Software 2001 - 2004
Skills
Retirement Planning, Estate Planning, Investments, Asset Management, Long Term Care, Financial Planning, Wealth, Insurance, Wealth Management, Wealth Accumulation, Coaching, Retirement, Annuities, Funding, Investment Advisory, IRA's, Asset Allocation, Mutual Funds, Inheritance Tax Planning, Financial Advice, Investment Strategies, Wealth Transfer, Retirement Income..., Long-term Care, Income Protection, Portfolio Management, Roth IRA, Wealth Preservation, Alternative Investments, Financial Advisory, Series 7, Personal Finance, Money, Life Insurance
Education
University of Cincinnati 1988 — 1993
BS, Aerospace Engineering
University of Cincinnati 1988 — 1993
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical Engineering, Cum Laude
Tayler Chambless Tayler Chambless's Money Concepts Experience September 2014 - January 2015
Job Vice President of Programming at Delta Zeta Sorority Iota Alpha
Industry Marketing and Advertising
Experience
Delta Zeta Sorority - Iota Alpha November 2014 - Present
Money Concepts September 2014 - January 2015
The University Star August 2014 - September 2014
Student Media Group August 2013 - August 2014
Student Media Group February 2013 - August 2014
Skills
Marketing, Social Media Marketing, Recruiting, Sales, Social Media, Leadership, Management, Advertising, Facebook, Public Speaking, Sales Management, Social Skills, Marketing Communications, Mass Communication, News Writing, Sales & Marketing..., Sales & Marketing..., Interviewing Skills, Newspapers, Public Relations, Customer Service, Social Networking, International..., International Market..., Press Releases, Delegation, Event Planning, Event Management
Education
Texas State University-San Marcos 2012 — 2016
Bachelor of Business Administration (BBA), Marketing/ Minor in Mass Communications, Senior
Delta Zeta Sorority - Iota Alpha November 2014 - Present
Money Concepts September 2014 - January 2015
The University Star August 2014 - September 2014
Student Media Group August 2013 - August 2014
Student Media Group February 2013 - August 2014
Skills
Marketing, Social Media Marketing, Recruiting, Sales, Social Media, Leadership, Management, Advertising, Facebook, Public Speaking, Sales Management, Social Skills, Marketing Communications, Mass Communication, News Writing, Sales & Marketing..., Sales & Marketing..., Interviewing Skills, Newspapers, Public Relations, Customer Service, Social Networking, International..., International Market..., Press Releases, Delegation, Event Planning, Event Management
Education
Texas State University-San Marcos 2012 — 2016
Bachelor of Business Administration (BBA), Marketing/ Minor in Mass Communications, Senior
Blake Price Blake Price's Money Concepts Experience May 2012 - August 2012
Job Client Service Associate at Truepoint Wealth Counsel
Industry Financial Services
Experience
Truepoint Wealth Counsel April 2015 - Present
Fidelity Investments September 2014 - March 2015
Fidelity Investments May 2013 - March 2015
Miami University August 2011 - March 2013
Money Concepts May 2012 - August 2012
Hoffman Munipical Pool May 2006 - August 2012
Education
Miami University 2009 — 2013
Bachelor of Science (B.S.), Finance, General, GPA 3.96
Truepoint Wealth Counsel April 2015 - Present
Fidelity Investments September 2014 - March 2015
Fidelity Investments May 2013 - March 2015
Miami University August 2011 - March 2013
Money Concepts May 2012 - August 2012
Hoffman Munipical Pool May 2006 - August 2012
Education
Miami University 2009 — 2013
Bachelor of Science (B.S.), Finance, General, GPA 3.96
Scott Zehner's Money Concepts Experience August 2010 - Present
Job President / Investment Advisor at Money Concepts Financial Planning Centre
Industry Financial Services
Experience
Money Concepts August 2010 - Present
Zehner and Associates, LLC February 2010 - Present
Education
University of Florida 1986 — 1990
Bachelor of Science (B.S.), Finance and Financial Management Services
The University of Southern Mississippi 1985 — 1986
Business Administration and Management, General
Ukiah High School 1981 — 1982
Naperville Central High School 1979 — 1981
Money Concepts August 2010 - Present
Zehner and Associates, LLC February 2010 - Present
Education
University of Florida 1986 — 1990
Bachelor of Science (B.S.), Finance and Financial Management Services
The University of Southern Mississippi 1985 — 1986
Business Administration and Management, General
Ukiah High School 1981 — 1982
Naperville Central High School 1979 — 1981
Shannon Biehle Shannon Biehle's Money Concepts Experience June 2012 - August 2012
Job Administrative Assistant at Carrickmore P&D LLC
Industry
Experience
St. Thomas Aquinas College April 2015 - Present
Carrickmore P&D May 2014 - Present
Gilly Hicks November 2013 - December 2013
Money Concepts June 2012 - August 2012
Skills
Procore, Public Speaking, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Teamwork, Research, Social Networking, Management, Event Planning, Editing, Fundraising
Education
Saint Thomas Aquinas College 2013 — 2017
Business Administration and Management, General, Dean's List
North Rockland High School 2010 — 2013
A-
St. Thomas Aquinas College April 2015 - Present
Carrickmore P&D May 2014 - Present
Gilly Hicks November 2013 - December 2013
Money Concepts June 2012 - August 2012
Skills
Procore, Public Speaking, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Teamwork, Research, Social Networking, Management, Event Planning, Editing, Fundraising
Education
Saint Thomas Aquinas College 2013 — 2017
Business Administration and Management, General, Dean's List
North Rockland High School 2010 — 2013
A-
Gary Benware Gary Benware's Money Concepts Experience Managing PartnerDragonBenware&Co PCJanuary 1973 - Present
Job at
Industry Financial Services
Experience
Money Concepts Managing PartnerDragonBenware&Co PCJanuary 1973 - Present
Peat marwick mitchell June 1970 - December 1972
Skills
Risk Management, Financial Analysis, Financial Planning, Wealth Management, Finance, Business Planning, Asset Management, Accounting, Financial Services, Small Business, Investments, Retirement Planning, Strategic Planning, Management, Leadership
Education
Siena College
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Money Concepts Managing PartnerDragonBenware&Co PCJanuary 1973 - Present
Peat marwick mitchell June 1970 - December 1972
Skills
Risk Management, Financial Analysis, Financial Planning, Wealth Management, Finance, Business Planning, Asset Management, Accounting, Financial Services, Small Business, Investments, Retirement Planning, Strategic Planning, Management, Leadership
Education
Siena College
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Evelyn Boes Evelyn Boes's Money Concepts Experience July 2002 - Present
Job Board Member at Coopersville Chamber of Commerce
Industry Financial Services
Experience
Boes Financial Center 1980 - Present
Money Concepts July 2002 - Present
Coopersville Chamber of Commerce 2009 - Present
Steelcase 1972 - 1976
Baker Furniture 1968 - 1972
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Securities, Series 7, Financial Planners, Wealth Accumulation, Retirement, 401k, Investments, Tax, IRAs, Financial Planning, Accounting, Financial Advisory, Wealth Management, Roth IRA, Life Insurance, Certified Income..., FINRA Series 7, Accredited Business..., Income Tax, Bookkeeping, Corporate Tax, Insurance, Wealth, 401k Rollovers, Investment Advisory
Education
Davenport University 1964 — 1967
Associates, Business Administration
St. Joseph High School
Boes Financial Center 1980 - Present
Money Concepts July 2002 - Present
Coopersville Chamber of Commerce 2009 - Present
Steelcase 1972 - 1976
Baker Furniture 1968 - 1972
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Securities, Series 7, Financial Planners, Wealth Accumulation, Retirement, 401k, Investments, Tax, IRAs, Financial Planning, Accounting, Financial Advisory, Wealth Management, Roth IRA, Life Insurance, Certified Income..., FINRA Series 7, Accredited Business..., Income Tax, Bookkeeping, Corporate Tax, Insurance, Wealth, 401k Rollovers, Investment Advisory
Education
Davenport University 1964 — 1967
Associates, Business Administration
St. Joseph High School
John Pallo's Money Concepts Experience August 2003 - Present
Job President at Money Concepts
Industry Financial Services
Experience
Money Concepts August 2003 - Present
Skills
Finance, Insurance, Financial Planning, Risk Management, Small Business, Business Planning, Portfolio Management, Retirement Planning, Wealth Management, Investments
Education
Eastern Kentucky University 1984 — 1989
Bachelor of Business Administration (B.B.A.), Business with a Major in Insurance
Money Concepts August 2003 - Present
Skills
Finance, Insurance, Financial Planning, Risk Management, Small Business, Business Planning, Portfolio Management, Retirement Planning, Wealth Management, Investments
Education
Eastern Kentucky University 1984 — 1989
Bachelor of Business Administration (B.B.A.), Business with a Major in Insurance
Alan Lockhart Alan Lockhart's Money Concepts Experience 2007 - 2011
Job President/Owner of Marketing Financial
Industry Financial Services
Experience
Marketing Financial August 1997 - Present
Consolidated Marketing Group- CMG 1997 - Present
Money Concepts 2007 - 2011
O'Reilly Auto Parts January 1982 - May 1997
Skills
Income Maximization, Legacy Maximization, Business Planning, Estate Planning, Life Settlements, Fundraising, Structured Settlements, Premium Financing, Health Insurance, Fixed Annuities, Life Insurance, Financial Planners, Long Term Care Insurance, Long-term Care, Universal Life, Retirement, Term Life Insurance, Sales, Insurance, Small Business, Employee Benefits, Wealth Management, Disability Insurance, Income, Marketing, 401k, IRAs, Retirement Planning, Whole Life, Financial Planning
Education
Missouri State University 1983 — 1988
BS, Communications/Public Relations
Kickapoo High School 1979 — 1983
The American College
Marketing Financial August 1997 - Present
Consolidated Marketing Group- CMG 1997 - Present
Money Concepts 2007 - 2011
O'Reilly Auto Parts January 1982 - May 1997
Skills
Income Maximization, Legacy Maximization, Business Planning, Estate Planning, Life Settlements, Fundraising, Structured Settlements, Premium Financing, Health Insurance, Fixed Annuities, Life Insurance, Financial Planners, Long Term Care Insurance, Long-term Care, Universal Life, Retirement, Term Life Insurance, Sales, Insurance, Small Business, Employee Benefits, Wealth Management, Disability Insurance, Income, Marketing, 401k, IRAs, Retirement Planning, Whole Life, Financial Planning
Education
Missouri State University 1983 — 1988
BS, Communications/Public Relations
Kickapoo High School 1979 — 1983
The American College
Bill Skaggs Bill Skaggs's Money Concepts Experience December 2013 - Present
Job Financial Planner
Industry Financial Services
Experience
Money Concepts December 2013 - Present
Belleview R-3 School District December 2004 - December 2012
Skills
Retirement Planning, Budgeting, Marketing Strategy, Financial Services, Retirement Plan..., Qualified Retirement..., Small Business..., Small Business Marketing, Small Business...
Education
Free Will Baptist Bible College 2000 — 2004
Bachelor of Science (B.S.)
North Saint Francois County R-1 1986 — 1990
Money Concepts December 2013 - Present
Belleview R-3 School District December 2004 - December 2012
Skills
Retirement Planning, Budgeting, Marketing Strategy, Financial Services, Retirement Plan..., Qualified Retirement..., Small Business..., Small Business Marketing, Small Business...
Education
Free Will Baptist Bible College 2000 — 2004
Bachelor of Science (B.S.)
North Saint Francois County R-1 1986 — 1990
Hannah King Hannah King's Money Concepts Experience May 2008 - July 2008
Job Academic Scheduling Coordinator at Baylor University
Industry Higher Education
Experience
Baylor University November 2012 - Present
Baylor University June 2010 - October 2012
Hyde Park Vineyard Church September 2009 - June 2010
N/A November 2008 - June 2010
Money Concepts May 2008 - July 2008
Oklahoma Baptist University August 2006 - May 2008
Oklahoma Baptist University August 2006 - December 2007
Skills
Microsoft Office, Crystal Reports, HTML, Access, Adobe Acrobat, Excel, Word, Astra Schedule (Room..., Dreamweaver, Microsoft Excel, Microsoft Word, Analysis, Software Documentation, Management, Time Management, Data Entry, Budgets, Editing
Education
Baylor University - Hankamer School of Business 2012 — 2016
MBA/MSIS Candidate, General Studies and Information Systems
Oklahoma Baptist University 2005 — 2008
BBA, Finance
Baylor University November 2012 - Present
Baylor University June 2010 - October 2012
Hyde Park Vineyard Church September 2009 - June 2010
N/A November 2008 - June 2010
Money Concepts May 2008 - July 2008
Oklahoma Baptist University August 2006 - May 2008
Oklahoma Baptist University August 2006 - December 2007
Skills
Microsoft Office, Crystal Reports, HTML, Access, Adobe Acrobat, Excel, Word, Astra Schedule (Room..., Dreamweaver, Microsoft Excel, Microsoft Word, Analysis, Software Documentation, Management, Time Management, Data Entry, Budgets, Editing
Education
Baylor University - Hankamer School of Business 2012 — 2016
MBA/MSIS Candidate, General Studies and Information Systems
Oklahoma Baptist University 2005 — 2008
BBA, Finance
James W. Heuer's Money Concepts Experience 2011 - Present
Job Special Needs Planner | Guest / Public Speaker | Wealth Manager
Industry Financial Services
Experience
Money Concepts 2011 - Present
Adam Morgan Foundation October 2012 - August 2013
PNC 2009 - 2011
Valic Financial Services October 2008 - January 2010
Morgan Keegan 2002 - 2008
US Bank Investment Services April 1998 - January 2002
Prudential Financial January 1996 - January 1998
Skills
Special Needs Planning, Public Speaking, Special Education, Asset Protection, Strategic Financial..., Retirement Planning, Investments, Portfolio Management, Retirement, Asset Management, Wealth Accumulation, Wealth Management, Estate Planning, Fixed Annuities, Asset Managment, Estate Tax Planning, Series 7, Disability Insurance, Employee Benefits, Long-term Care, Finance, Life Insurance, Term Life Insurance
Education
College of Financial Planning 2003 — 2007
Financial Planning and Services
Saint Louis Community College-Meramec 1990 — 1992
Pattonville Senior High 1987 — 1990
Money Concepts 2011 - Present
Adam Morgan Foundation October 2012 - August 2013
PNC 2009 - 2011
Valic Financial Services October 2008 - January 2010
Morgan Keegan 2002 - 2008
US Bank Investment Services April 1998 - January 2002
Prudential Financial January 1996 - January 1998
Skills
Special Needs Planning, Public Speaking, Special Education, Asset Protection, Strategic Financial..., Retirement Planning, Investments, Portfolio Management, Retirement, Asset Management, Wealth Accumulation, Wealth Management, Estate Planning, Fixed Annuities, Asset Managment, Estate Tax Planning, Series 7, Disability Insurance, Employee Benefits, Long-term Care, Finance, Life Insurance, Term Life Insurance
Education
College of Financial Planning 2003 — 2007
Financial Planning and Services
Saint Louis Community College-Meramec 1990 — 1992
Pattonville Senior High 1987 — 1990
John Veltri's Money Concepts Experience June 2008 - August 2008
Job Credit Analyst at Noble Americas
Industry Financial Services
Experience
Noble Group August 2013 - Present
Prediction Machine April 2012 - March 2013
Wells Fargo May 2012 - August 2012
MNS Real Estate May 2011 - August 2011
Options for College, Inc. June 2010 - August 2010
Money Concepts June 2008 - August 2008
Skills
Microsoft Excel, Moodys Risk Analysis, Credit View, Microsoft Office, Accounting, Sports Modeling, Sports, Market Research, Finance, Analysis, Financial Analysis, Strategy, Financial Reporting, Management, Leadership
Education
Tulane University 2009 — 2013
Bachelors, Finance/Energy
Noble Group August 2013 - Present
Prediction Machine April 2012 - March 2013
Wells Fargo May 2012 - August 2012
MNS Real Estate May 2011 - August 2011
Options for College, Inc. June 2010 - August 2010
Money Concepts June 2008 - August 2008
Skills
Microsoft Excel, Moodys Risk Analysis, Credit View, Microsoft Office, Accounting, Sports Modeling, Sports, Market Research, Finance, Analysis, Financial Analysis, Strategy, Financial Reporting, Management, Leadership
Education
Tulane University 2009 — 2013
Bachelors, Finance/Energy
Ric Moore , FICF Ric Moore , FICF's Money Concepts Experience June 2004 - June 2006
Job Field Agent at Knights of Columbus
Industry Insurance
Experience
Knights of Columbus March 2009 - Present
MetLife June 2006 - March 2009
Money Concepts June 2004 - June 2006
Skills
Fixed Annuities, Long Term Care Insurance, Long-term Care, Disability Insurance, IRAs, Retirement Planning, Term Life Insurance, Universal Life, Annuity Sales, Permanent Life Insurance, Wealth Management, Charities, Financial Planners, Medicare, Critical Illness, Estate Preservation, Key Person Insurance, Investments, Roth IRA, Variable Annuities, Retirement, Health Insurance, Licensed Life & Health..., Wealth Management..., Life Insurance, Estate Planning, Property & Casualty..., General Insurance, Wealth Accumulation, Claim, Guaranteed Lifetime..., Small Business, Insurance, 401k, Retirement Savings, Commercial Insurance, 401k Rollovers, Underwriting, Wealth, Homeowners, Employee Benefits, Whole Life, Financial Advisory, Licensed Life Insurance..., Leadership, Liability, Workers Compensation, Series 63, Strategic Financial..., Asset Allocation
Education
The American College 2008 — 2013
Financial Planning and Services
University of Oklahoma 1980 — 1983
BS, Zoology
USAO 1978 — 1980
Biology
Knights of Columbus March 2009 - Present
MetLife June 2006 - March 2009
Money Concepts June 2004 - June 2006
Skills
Fixed Annuities, Long Term Care Insurance, Long-term Care, Disability Insurance, IRAs, Retirement Planning, Term Life Insurance, Universal Life, Annuity Sales, Permanent Life Insurance, Wealth Management, Charities, Financial Planners, Medicare, Critical Illness, Estate Preservation, Key Person Insurance, Investments, Roth IRA, Variable Annuities, Retirement, Health Insurance, Licensed Life & Health..., Wealth Management..., Life Insurance, Estate Planning, Property & Casualty..., General Insurance, Wealth Accumulation, Claim, Guaranteed Lifetime..., Small Business, Insurance, 401k, Retirement Savings, Commercial Insurance, 401k Rollovers, Underwriting, Wealth, Homeowners, Employee Benefits, Whole Life, Financial Advisory, Licensed Life Insurance..., Leadership, Liability, Workers Compensation, Series 63, Strategic Financial..., Asset Allocation
Education
The American College 2008 — 2013
Financial Planning and Services
University of Oklahoma 1980 — 1983
BS, Zoology
USAO 1978 — 1980
Biology
Steve Keck, CAP© Steve Keck, CAP©'s Money Concepts Experience 2010 - April 2014
Job Senior Vice President Wealth Management at Security Federal Savings Bank
Industry Education Management
Experience
Security Federal Savings Bank March 2015 - Present
Bryan College July 2007 - March 2015
Money Concepts 2010 - April 2014
Tennessee Temple University August 2004 - June 2007
Skills
Planned Giving, Life Insurance, Estate Planning, Public Speaking, Non-profits, Program Management, Wealth Management, Small Business, Stewardship, Investments, Financial Analysis, Management, Retirement Planning, Securities, Leadership Development, Team Building, Higher Education, Nonprofits, Insurance, Mortgage Lending, Community Outreach, Microsoft Office, Staff Development, Event Planning, Retirement, Budgets, Leadership, Sales, Coaching, Philanthropy, Marketing, Strategic Planning, Research, Customer Service, Fundraising, Fixed Annuities, Series 7, Financial Advisory, Asset Allocation, Investment Strategies, Mutual Funds
Education
Series 66 Securities License
Series 7 Securities License
The American College 2009 — 2010
Chartered Advisor in Philanthropy, Estate Planning
University of Tennessee-Knoxville 1981 — 1985
BA, Economics
Security Federal Savings Bank March 2015 - Present
Bryan College July 2007 - March 2015
Money Concepts 2010 - April 2014
Tennessee Temple University August 2004 - June 2007
Skills
Planned Giving, Life Insurance, Estate Planning, Public Speaking, Non-profits, Program Management, Wealth Management, Small Business, Stewardship, Investments, Financial Analysis, Management, Retirement Planning, Securities, Leadership Development, Team Building, Higher Education, Nonprofits, Insurance, Mortgage Lending, Community Outreach, Microsoft Office, Staff Development, Event Planning, Retirement, Budgets, Leadership, Sales, Coaching, Philanthropy, Marketing, Strategic Planning, Research, Customer Service, Fundraising, Fixed Annuities, Series 7, Financial Advisory, Asset Allocation, Investment Strategies, Mutual Funds
Education
Series 66 Securities License
Series 7 Securities License
The American College 2009 — 2010
Chartered Advisor in Philanthropy, Estate Planning
University of Tennessee-Knoxville 1981 — 1985
BA, Economics
Guy Conger Guy Conger's Money Concepts Experience January 2010 - Present
Job Speaker/Author/Educator *Financial Whiz* creating and protecting clients wealth for over 15 years
Industry Financial Services
Experience
Money Concepts January 2010 - Present
Waddell & Reed January 1998 - October 2002
GC Services July 1995 - January 1998
World Finance July 1993 - July 1995
Daka July 1992 - July 1993
Coldwell Banker January 1992 - July 1993
Skills
Money Management, Financial Analysis, Risk Assessment, Insurance, Finance, Retirement Planning, Investments, Risk Management, Wealth Management, Estate Planning, Strategic Financial..., Portfolio Management, Asset Managment, Tax, Wealth, Accounting, Retirement, Mutual Funds, Small Business, Life Insurance, Financial Advisory, Investment Advisory, Financial Services, IRAs, Financial Planners, Fixed Annuities, Asset Management, Financial Planning
Education
CFA Institute 2013 — 2016
Chartered Financial Analyst, Finance and Financial Management Services, Pass
Gulf Coast Service School 1985 — 1997
Account Executive
World Finance Executive Training 1993 — 1994
Finance
The University of Texas at Austin 1987 — 1990
BA, Economics, Business, History
Tyler Junior College 1985 — 1986
South Hills High School 1980 — 1984
Business/Managerial Economics
College for Financial Planning
Working on masters Degree in Financial Planning
Money Concepts January 2010 - Present
Waddell & Reed January 1998 - October 2002
GC Services July 1995 - January 1998
World Finance July 1993 - July 1995
Daka July 1992 - July 1993
Coldwell Banker January 1992 - July 1993
Skills
Money Management, Financial Analysis, Risk Assessment, Insurance, Finance, Retirement Planning, Investments, Risk Management, Wealth Management, Estate Planning, Strategic Financial..., Portfolio Management, Asset Managment, Tax, Wealth, Accounting, Retirement, Mutual Funds, Small Business, Life Insurance, Financial Advisory, Investment Advisory, Financial Services, IRAs, Financial Planners, Fixed Annuities, Asset Management, Financial Planning
Education
CFA Institute 2013 — 2016
Chartered Financial Analyst, Finance and Financial Management Services, Pass
Gulf Coast Service School 1985 — 1997
Account Executive
World Finance Executive Training 1993 — 1994
Finance
The University of Texas at Austin 1987 — 1990
BA, Economics, Business, History
Tyler Junior College 1985 — 1986
South Hills High School 1980 — 1984
Business/Managerial Economics
College for Financial Planning
Working on masters Degree in Financial Planning
Patrick Traverse's Money Concepts Experience January 2015 - Present
Job Investment Advisor Representative at Money Concepts
Industry Financial Services
Experience
Money Concepts January 2015 - Present
The MacDonald Tax & Financial Group August 2014 - Present
Index Strategy Advisors July 2013 - December 2014
AspenCross Financial Group June 2012 - June 2013
German League August 2009 - April 2012
Minor League Level July 2004 - June 2009
Montreal Canadiens February 2001 - June 2004
Boston Bruins November 2000 - February 2001
Ottawa Senators October 1998 - June 2000
Minor League Level July 1994 - June 1998
Education
Quinnipiac University 2008 — 2012
Organizational Leadership, Business Administration and Management, General
Money Concepts January 2015 - Present
The MacDonald Tax & Financial Group August 2014 - Present
Index Strategy Advisors July 2013 - December 2014
AspenCross Financial Group June 2012 - June 2013
German League August 2009 - April 2012
Minor League Level July 2004 - June 2009
Montreal Canadiens February 2001 - June 2004
Boston Bruins November 2000 - February 2001
Ottawa Senators October 1998 - June 2000
Minor League Level July 1994 - June 1998
Education
Quinnipiac University 2008 — 2012
Organizational Leadership, Business Administration and Management, General
Richard J. Patient CPA's Money Concepts Experience October 1997 - Present
Job President at Money Concepts
Industry Accounting
Experience
Money Concepts October 1997 - Present
Patient CPA & Associates September 1991 - Present
Skills
Strategic Financial..., Wealth Management, Financial Planning, Securities, Retirement Planning, 401k, Fixed Annuities, Investments, Small Business, Wealth Accumulation, IRAs, Estate Planning, Financial Planners, Retirement, Finance, Financial Advisory, Mutual Funds
Education
Bentley University
BS, Accountancy
Money Concepts October 1997 - Present
Patient CPA & Associates September 1991 - Present
Skills
Strategic Financial..., Wealth Management, Financial Planning, Securities, Retirement Planning, 401k, Fixed Annuities, Investments, Small Business, Wealth Accumulation, IRAs, Estate Planning, Financial Planners, Retirement, Finance, Financial Advisory, Mutual Funds
Education
Bentley University
BS, Accountancy
Allen Porter's Money Concepts Experience June 2012 - Present
Job Vice President of Marketing & Business Development at Money Concepts
Industry Financial Services
Experience
Money Concepts June 2012 - Present
Southeastern Financial Group, LLC October 2011 - July 2012
Alfa Insurance February 2010 - October 2011
J.P. Turner & Company L.L.C May 2008 - September 2009
ProEquities Inc. October 2001 - May 2008
Financial Services Institute 2004 - 2008
ProEquities Inc. May 2000 - October 2001
InterSecurities Inc May 1999 - May 2000
CornerStone Associates / MassMutual Financial Group 1996 - 2000
MassMutual Life Insurance Co January 1996 - May 1999
Education
Jacksonville State University 1980 — 1984
B.S, Marketing/Business Administration
Money Concepts June 2012 - Present
Southeastern Financial Group, LLC October 2011 - July 2012
Alfa Insurance February 2010 - October 2011
J.P. Turner & Company L.L.C May 2008 - September 2009
ProEquities Inc. October 2001 - May 2008
Financial Services Institute 2004 - 2008
ProEquities Inc. May 2000 - October 2001
InterSecurities Inc May 1999 - May 2000
CornerStone Associates / MassMutual Financial Group 1996 - 2000
MassMutual Life Insurance Co January 1996 - May 1999
Education
Jacksonville State University 1980 — 1984
B.S, Marketing/Business Administration
Jay Hand Jay Hand's Money Concepts Experience 1995 - 2008
Job Seaplane Instructor & Tour Guide Pilot
Industry Airlines/Aviation
Experience
Lundon Enterprises LLC April 2009 - Present
Freightdog LLC 1990 - Present
Island Seaplane Service, Inc. May 2015 - August 2015
Executive Jet Management April 2014 - May 2015
Seaborne Airlines December 2012 - March 2014
Seaborne Airlines December 2012 - March 2014
The Cure Pals Foundation January 2010 - May 2013
ASTAR Air Cargo December 1986 - May 2008
Money Concepts 1995 - 2008
Skills
Training, Program Management, Public Speaking, ATP Multi-Engine Sea
Education
Cincinnati State Technical and Community College 2005 — 2010
Culinary Science, Chef Degree Program
Lundon Enterprises LLC April 2009 - Present
Freightdog LLC 1990 - Present
Island Seaplane Service, Inc. May 2015 - August 2015
Executive Jet Management April 2014 - May 2015
Seaborne Airlines December 2012 - March 2014
Seaborne Airlines December 2012 - March 2014
The Cure Pals Foundation January 2010 - May 2013
ASTAR Air Cargo December 1986 - May 2008
Money Concepts 1995 - 2008
Skills
Training, Program Management, Public Speaking, ATP Multi-Engine Sea
Education
Cincinnati State Technical and Community College 2005 — 2010
Culinary Science, Chef Degree Program
Joe DeGeorge Joe DeGeorge's Money Concepts Experience September 2014 - Present
Job Financial and Insurance Advisor at Money Concepts
Industry Financial Services
Experience
Money Concepts September 2014 - Present
Money Concepts September 2014 - Present
The DeGeorge Agency March 2009 - August 2014
Olympia Solutions, Inc. May 2012 - August 2013
Smith Barney August 2006 - February 2009
Wells Fargo August 2005 - July 2006
Augustana College August 2003 - July 2005
Beloit Memorial High School January 2002 - July 2003
North Central College February 1993 - December 2001
Ripon College August 1991 - January 1993
Education
North Central College 1993 — 1997
MALS, Liberal Studies
Beloit College 1984 — 1988
BA, English Literature, Certified in Education and Coaching
Beloit Catholic 1980 — 1984
High School Diploma
Money Concepts September 2014 - Present
Money Concepts September 2014 - Present
The DeGeorge Agency March 2009 - August 2014
Olympia Solutions, Inc. May 2012 - August 2013
Smith Barney August 2006 - February 2009
Wells Fargo August 2005 - July 2006
Augustana College August 2003 - July 2005
Beloit Memorial High School January 2002 - July 2003
North Central College February 1993 - December 2001
Ripon College August 1991 - January 1993
Education
North Central College 1993 — 1997
MALS, Liberal Studies
Beloit College 1984 — 1988
BA, English Literature, Certified in Education and Coaching
Beloit Catholic 1980 — 1984
High School Diploma
Matthew Frey's Money Concepts Experience June 2009 - Present
Job Financial Advisor CFP® at Money Concepts
Industry Financial Services
Experience
Money Concepts June 2009 - Present
JPMorgan Chase July 2005 - June 2009
UBS Financial Services October 2002 - July 2005
Skills
Retirement Planning, Investment Advisory, Series 7, Wealth Management, Strategic Financial..., Retirement, Certified Financial..., Investments, Series 63, Financial Analysis, Valuation, Accounting, Financial Reporting, Investment Strategies, Strategic Planning
Education
Bellarmine University 2008 — 2009
Executive Certificate in Financial Planning, Financial Planning
University of Kentucky 1990 — 1995
Bachelor's Degree, Sociology
Money Concepts June 2009 - Present
JPMorgan Chase July 2005 - June 2009
UBS Financial Services October 2002 - July 2005
Skills
Retirement Planning, Investment Advisory, Series 7, Wealth Management, Strategic Financial..., Retirement, Certified Financial..., Investments, Series 63, Financial Analysis, Valuation, Accounting, Financial Reporting, Investment Strategies, Strategic Planning
Education
Bellarmine University 2008 — 2009
Executive Certificate in Financial Planning, Financial Planning
University of Kentucky 1990 — 1995
Bachelor's Degree, Sociology
Chad Perkins's Money Concepts Experience June 2006 - Present
Job Portfolio Manager at Money Concepts, Managing Partner at The Private Client Group
Industry Financial Services
Experience
Private Client Group March 2015 - Present
Money Concepts June 2006 - Present
Skills
Estate Planning, Wealth Management, Investment Advisory, Retirement Planning, Retirement, Investment Strategies, Asset Management, Portfolio Management, Alternative Investments, Sales, Series 7, Strategic Financial..., Financial Analysis, Risk Management, Hedge Funds, Wealth Accumulation, Succession Planning
Education
University of Louisville 1996 — 2001
Private Client Group March 2015 - Present
Money Concepts June 2006 - Present
Skills
Estate Planning, Wealth Management, Investment Advisory, Retirement Planning, Retirement, Investment Strategies, Asset Management, Portfolio Management, Alternative Investments, Sales, Series 7, Strategic Financial..., Financial Analysis, Risk Management, Hedge Funds, Wealth Accumulation, Succession Planning
Education
University of Louisville 1996 — 2001
Frank J. Kenny Frank J. Kenny's Money Concepts Experience January 1991 - June 1994
Job Founder, Chamber Pros Insider & Chamber Focus Show. Speaker, Author, Consultant.
Industry Professional Training & Coaching
Experience
U.S. Chamber Institute for Organization Management July 2011 - Present
Frank J. Kenny, LLC July 2010 - Present
Bainbridge Island Chamber of Commerce September 2011 - December 2011
North Mason Chamber of Commerce June 2006 - August 2010
KNWE December 1993 - May 2006
Money Concepts January 1991 - June 1994
Skills
Entrepreneurship, Social Networking, Social Media Marketing, Small Business, Public Speaking, Leadership, Social Media, Facebook, Business Networking, Chambers of Commerce, Strategy, Leadership Development, Email Marketing, Training, Business Development, Personal Branding, Coaching, Strategic Planning, Nonprofits
Education
University of Phoenix 2004 — 2006
MBA, Business Administration
Eastern Michigan University 1987 — 1991
BBA, Finance
U.S. Chamber Institute for Organization Management July 2011 - Present
Frank J. Kenny, LLC July 2010 - Present
Bainbridge Island Chamber of Commerce September 2011 - December 2011
North Mason Chamber of Commerce June 2006 - August 2010
KNWE December 1993 - May 2006
Money Concepts January 1991 - June 1994
Skills
Entrepreneurship, Social Networking, Social Media Marketing, Small Business, Public Speaking, Leadership, Social Media, Facebook, Business Networking, Chambers of Commerce, Strategy, Leadership Development, Email Marketing, Training, Business Development, Personal Branding, Coaching, Strategic Planning, Nonprofits
Education
University of Phoenix 2004 — 2006
MBA, Business Administration
Eastern Michigan University 1987 — 1991
BBA, Finance
Sean Penello Sean Penello's Money Concepts Experience January 2008 - Present
Job Wealth Coach at Money Concepts
Industry Financial Services
Experience
Money Concepts January 2008 - Present
Team View Player Services LLC May 2010 - September 2011
Network Management August 2005 - June 2008
Silicon Valley Community Newspapers August 2002 - September 2005
Skills
Strategic Financial..., Estate Planning, Wealth, Investments, Securities, Financial Planners, Retirement, Wealth Management, Insurance, Small Business, Tax, Real Estate Economics, Real Estate, Finance, Portfolio Management, Mortgage Lending, Financial Planning, REIT, BDCs, Real Estate Investment..., Fixed Annuities, Variable Annuities, Indexed Annuities, ETFs, Poker, DST, Photography, Photojournalism
Education
San Jose State University 1994 — 2002
Journalism, photojournalism
Evergreen Valley College 1998 — 1998
Certicate, Web Design
West Valley College 1996 — 1998
Certicate, Mutil-media
West Valley College 1994 — 1998
AA, Libral Arts
Money Concepts January 2008 - Present
Team View Player Services LLC May 2010 - September 2011
Network Management August 2005 - June 2008
Silicon Valley Community Newspapers August 2002 - September 2005
Skills
Strategic Financial..., Estate Planning, Wealth, Investments, Securities, Financial Planners, Retirement, Wealth Management, Insurance, Small Business, Tax, Real Estate Economics, Real Estate, Finance, Portfolio Management, Mortgage Lending, Financial Planning, REIT, BDCs, Real Estate Investment..., Fixed Annuities, Variable Annuities, Indexed Annuities, ETFs, Poker, DST, Photography, Photojournalism
Education
San Jose State University 1994 — 2002
Journalism, photojournalism
Evergreen Valley College 1998 — 1998
Certicate, Web Design
West Valley College 1996 — 1998
Certicate, Mutil-media
West Valley College 1994 — 1998
AA, Libral Arts
Lance M. Morrison's Money Concepts Experience May 2015 - Present
Job Senior Financial Associate at Money Concepts
Industry Financial Services
Experience
Money Concepts May 2015 - Present
John Hancock Financial Services April 2014 - April 2015
John Hancock Life Insurance Company (U.S.A.) January 2012 - April 2014
John Hancock Life Insurance Company (U.S.A.) July 2011 - December 2011
Osborn Financial Group September 2010 - June 2011
R.A. Hall & CO. and Quadrant Financial Services May 2010 - September 2010
CTS Financial Services & Money Concepts Wealth Management May 2009 - May 2010
First Amherst Financial Group September 2008 - January 2009
Skills
Proficient in Microsoft..., Analysis of Banking..., Web applications, Computer Applications, Database applications, Web Applications, Mutual Funds, Portfolio Management, CRM, Leadership, Investments, Marketing, Competitive Analysis, Financial Services, Management, Program Management, Analysis, Sales, Retirement Planning, Sales Operations, Series 63, Finance, Series 7, Retirement, 401k, Fixed Annuities, Series 6, Asset Allocation, Wealth Management, Securities
Education
Boston University
Financial Planning and Services - Center for Professional Education
University of Maine
Certificate, 401(k) Training & Certification Program
Investment Banking Institute 2007 — 2010
Certificate, Investment Banking
Merrimack College 2006 — 2011
Bachelors of Science, Business Administration; Finance
New Hampton Preparatory School 2002 — 2006
Graduate Diploma
Money Concepts May 2015 - Present
John Hancock Financial Services April 2014 - April 2015
John Hancock Life Insurance Company (U.S.A.) January 2012 - April 2014
John Hancock Life Insurance Company (U.S.A.) July 2011 - December 2011
Osborn Financial Group September 2010 - June 2011
R.A. Hall & CO. and Quadrant Financial Services May 2010 - September 2010
CTS Financial Services & Money Concepts Wealth Management May 2009 - May 2010
First Amherst Financial Group September 2008 - January 2009
Skills
Proficient in Microsoft..., Analysis of Banking..., Web applications, Computer Applications, Database applications, Web Applications, Mutual Funds, Portfolio Management, CRM, Leadership, Investments, Marketing, Competitive Analysis, Financial Services, Management, Program Management, Analysis, Sales, Retirement Planning, Sales Operations, Series 63, Finance, Series 7, Retirement, 401k, Fixed Annuities, Series 6, Asset Allocation, Wealth Management, Securities
Education
Boston University
Financial Planning and Services - Center for Professional Education
University of Maine
Certificate, 401(k) Training & Certification Program
Investment Banking Institute 2007 — 2010
Certificate, Investment Banking
Merrimack College 2006 — 2011
Bachelors of Science, Business Administration; Finance
New Hampton Preparatory School 2002 — 2006
Graduate Diploma
Doug Voight, CFP®'s Money Concepts Experience October 2012 - May 2014
Job Financial Services Representative / NCC at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2014 - Present
Money Concepts October 2012 - May 2014
AXA-EQUITABLE 2006 - 2011
Genworth Financial 2006 - 2006
PRUDENTIAL ANNUITIES 2003 - 2006
INDIANAPOLIS LIFE January 1999 - January 2001
HUDSON TRADER INVESTMENT SERVICES January 1997 - January 1999
Independent Financial 1993 - 1994
Chase/GNA 1991 - 1992
Nathan and Lewis Securities 1984 - 1989
Skills
Wealth Management, Retirement Planning, Investments, Retirement, Mutual Funds, Strategy, Securities, Insurance, Series 63, Sales, Sales Process, Financial Services, Sales Management, Fixed Annuities, Financial Advisory, Life Insurance, Management, Finance, Marketing, Relationship Management, Sales Operations, Strategic Financial..., Portfolio Management, Asset Allocation, Wealth, Investment Strategies, Small Business, Asset Management, Equities, Alternative Investments, Risk Management, Financial Planners, Personal Finance, Variable Annuities, Investment Management, Fixed Income, Pensions, Bonds, Employee Benefits, 401k, Series 6, Options, Financial Risk, Series 7, Hedge Funds, Banking, Investment Advisory, Financial Markets, Funding, IRAs
Education
H.Frank Carey HS 1969 — 1973
Adelphi University
CFP, Certified Financial Planner Designation
Ashland University
BS, Education
TIAA-CREF August 2014 - Present
Money Concepts October 2012 - May 2014
AXA-EQUITABLE 2006 - 2011
Genworth Financial 2006 - 2006
PRUDENTIAL ANNUITIES 2003 - 2006
INDIANAPOLIS LIFE January 1999 - January 2001
HUDSON TRADER INVESTMENT SERVICES January 1997 - January 1999
Independent Financial 1993 - 1994
Chase/GNA 1991 - 1992
Nathan and Lewis Securities 1984 - 1989
Skills
Wealth Management, Retirement Planning, Investments, Retirement, Mutual Funds, Strategy, Securities, Insurance, Series 63, Sales, Sales Process, Financial Services, Sales Management, Fixed Annuities, Financial Advisory, Life Insurance, Management, Finance, Marketing, Relationship Management, Sales Operations, Strategic Financial..., Portfolio Management, Asset Allocation, Wealth, Investment Strategies, Small Business, Asset Management, Equities, Alternative Investments, Risk Management, Financial Planners, Personal Finance, Variable Annuities, Investment Management, Fixed Income, Pensions, Bonds, Employee Benefits, 401k, Series 6, Options, Financial Risk, Series 7, Hedge Funds, Banking, Investment Advisory, Financial Markets, Funding, IRAs
Education
H.Frank Carey HS 1969 — 1973
Adelphi University
CFP, Certified Financial Planner Designation
Ashland University
BS, Education
Danielle Paul's Money Concepts Experience 2005 - 2008
Job Accounting Manager at Ektron, Inc.
Industry Financial Services
Experience
Ektron, Inc. January 2011 - Present
Compliance, LLC September 2005 - February 2010
Money Concepts 2005 - 2008
Money Concepts 2005 - 2008
CTS Financial Service 2005 - 2007
CTS Financial Service 2005 - 2007
Small Business Systems September 2001 - September 2005
North Point Jet, LLC July 2000 - September 2001
Sweeney Closing Services, LLC December 1998 - July 2000
Skills
Auditing, Accounting, Financial Statements, Account Reconciliation, General Ledger, Variance Analysis, Fixed Assets, Financial Reporting, Financial Accounting, Journal Entries, Payroll, Finance
Education
Southern New Hampshire University 1997 — 2001
BS Economics/Finance
Ektron, Inc. January 2011 - Present
Compliance, LLC September 2005 - February 2010
Money Concepts 2005 - 2008
Money Concepts 2005 - 2008
CTS Financial Service 2005 - 2007
CTS Financial Service 2005 - 2007
Small Business Systems September 2001 - September 2005
North Point Jet, LLC July 2000 - September 2001
Sweeney Closing Services, LLC December 1998 - July 2000
Skills
Auditing, Accounting, Financial Statements, Account Reconciliation, General Ledger, Variance Analysis, Fixed Assets, Financial Reporting, Financial Accounting, Journal Entries, Payroll, Finance
Education
Southern New Hampshire University 1997 — 2001
BS Economics/Finance
Peter Mundy's Money Concepts Experience January 1988 - May 2013
Job Financial Advisor at Panorama Wealth Management
Industry Financial Services
Experience
Panorama Wealth Management May 2013 - Present
Investia Financial Services Inc October 2008 - Present
Money Concepts January 1988 - May 2013
Skills
Retirement Planning, Estate Planning, Financial Planning, Retirement Income..., Wealth Management, Investments, Mutual Funds, Insurance, Retirement, Annuities, Asset Management, Portfolio Management, Investment Advisory, Financial Advice, Insurance Planning, Wealth Accumulation, Strategic Financial..., Long-term Care, Fixed Annuities, Wealth, Financial Advisory, Financial Planners, Asset Allocation, Financial Services, Life Insurance, Securities, Disability Insurance, Investment Management, Finance, IRAs, Small Business, Investment Strategies, Term Life Insurance, Asset Managment, Pensions, Mortgage Lending, Bonds, Critical Illness, Alternative Investments, High Net Worth..., Roth IRA, Equities
Education
Carleton University 1983 — 1988
Bachelor of Arts (B.A.), History and Geography
Panorama Wealth Management May 2013 - Present
Investia Financial Services Inc October 2008 - Present
Money Concepts January 1988 - May 2013
Skills
Retirement Planning, Estate Planning, Financial Planning, Retirement Income..., Wealth Management, Investments, Mutual Funds, Insurance, Retirement, Annuities, Asset Management, Portfolio Management, Investment Advisory, Financial Advice, Insurance Planning, Wealth Accumulation, Strategic Financial..., Long-term Care, Fixed Annuities, Wealth, Financial Advisory, Financial Planners, Asset Allocation, Financial Services, Life Insurance, Securities, Disability Insurance, Investment Management, Finance, IRAs, Small Business, Investment Strategies, Term Life Insurance, Asset Managment, Pensions, Mortgage Lending, Bonds, Critical Illness, Alternative Investments, High Net Worth..., Roth IRA, Equities
Education
Carleton University 1983 — 1988
Bachelor of Arts (B.A.), History and Geography
Rebekka Alexander's Money Concepts Experience March 2006 - June 2009
Job Accountant at Fizz Dispense Optimization Group
Industry Accounting
Experience
Fizz Dispense Optimization Group October 2009 - Present
Money Concepts March 2006 - June 2009
CTS Financial Service, Inc. June 2002 - June 2009
Skills
Accounting
Education
Bryant University 1998 — 2002
BS, Accounting
Fizz Dispense Optimization Group October 2009 - Present
Money Concepts March 2006 - June 2009
CTS Financial Service, Inc. June 2002 - June 2009
Skills
Accounting
Education
Bryant University 1998 — 2002
BS, Accounting
Shannon Ladislas's Money Concepts Experience 1998 - 2000
Job Registered Respiratory Therapist at University Hospital at IU Health
Industry Hospital & Health Care
Experience
IU Hospital/IU Health May 2007 - Present
Clarian Health Partners July 2007 - May 2008
Indiana Financial Partners April 2003 - September 2004
Indianapolis Motor Speedway May 2001 - September 2001
Money Concepts 1998 - 2000
Skills
Respiratory Therapy, Healthcare Information..., Epic Systems, Marketing, Hospitals, Healthcare, Event Planning, BLS, Critical Care
Education
Indiana University-Purdue University at Indianapolis 2006 — 2008
Bachelor of Science, Respiratory Theraphy
Purdue University 1997 — 2001
Bachelors of Art, Communication
IU Hospital/IU Health May 2007 - Present
Clarian Health Partners July 2007 - May 2008
Indiana Financial Partners April 2003 - September 2004
Indianapolis Motor Speedway May 2001 - September 2001
Money Concepts 1998 - 2000
Skills
Respiratory Therapy, Healthcare Information..., Epic Systems, Marketing, Hospitals, Healthcare, Event Planning, BLS, Critical Care
Education
Indiana University-Purdue University at Indianapolis 2006 — 2008
Bachelor of Science, Respiratory Theraphy
Purdue University 1997 — 2001
Bachelors of Art, Communication
Alicia Morris's Money Concepts Experience June 2007 - May 2008
Job at IUPUI Office of Diversity, Equity, and Inclusion
Industry Education Management
Experience
IUPUI Office of Diversity, Equity and Inclusion July 2014 - Present
Heritage Christian School July 2013 - July 2014
Heritage Christian School June 2011 - July 2014
Heritage Christian School June 2009 - June 2011
Roche Diagnostics June 2008 - December 2008
Money Concepts June 2007 - May 2008
Skills
Event Planning, Public Speaking, Nonprofits, Public Relations, Marketing Research, Marketing, Customer Service, Community Outreach, Fundraising, Leadership, Research, Social Media, Social Networking, Strategic Planning, Leadership Development, Volunteer Management, Training
Education
Indiana University-Purdue University at Indianapolis 1999 — 2004
Bachelor of Science, Marketing and Marketing Distribution Management
IUPUI Office of Diversity, Equity and Inclusion July 2014 - Present
Heritage Christian School July 2013 - July 2014
Heritage Christian School June 2011 - July 2014
Heritage Christian School June 2009 - June 2011
Roche Diagnostics June 2008 - December 2008
Money Concepts June 2007 - May 2008
Skills
Event Planning, Public Speaking, Nonprofits, Public Relations, Marketing Research, Marketing, Customer Service, Community Outreach, Fundraising, Leadership, Research, Social Media, Social Networking, Strategic Planning, Leadership Development, Volunteer Management, Training
Education
Indiana University-Purdue University at Indianapolis 1999 — 2004
Bachelor of Science, Marketing and Marketing Distribution Management
Kurt Barks's Money Concepts Experience ManagerEdward Jones1999 - 2007
Job Registered Representative at Money Concepts
Industry Banking
Experience
Money Concepts ManagerEdward Jones1999 - 2007
Skills
Retirement, Wealth Management, Strategic Financial..., Investments, Retirement Planning, Mutual Funds, Series 7, Insurance, Fixed Annuities
Education
New Mexico Military Institute 1989 — 1992
Money Concepts ManagerEdward Jones1999 - 2007
Skills
Retirement, Wealth Management, Strategic Financial..., Investments, Retirement Planning, Mutual Funds, Series 7, Insurance, Fixed Annuities
Education
New Mexico Military Institute 1989 — 1992
Danny DelPriore's Money Concepts Experience August 2004 - September 2006
Job Network Engineer at Salesforce
Industry Information Technology and Services
Experience
Salesforce December 2014 - Present
Roche March 2014 - December 2014
Technicolor April 2012 - March 2014
State of Indiana Office of Technology October 2006 - April 2012
Money Concepts August 2004 - September 2006
Skills
Juniper, Cisco Technologies, Riverbed WAN..., Alcatel, Servers, Routing, VPN, Firewalls, WAN, Networking, Switches, Network Architecture, Data Center, Network Security, WAN Optimisation, Routers
Education
PC Professor 2001 — 2002
MCSE, A+, N+
Ivy Tech Community College
Computer Information Technology
Salesforce December 2014 - Present
Roche March 2014 - December 2014
Technicolor April 2012 - March 2014
State of Indiana Office of Technology October 2006 - April 2012
Money Concepts August 2004 - September 2006
Skills
Juniper, Cisco Technologies, Riverbed WAN..., Alcatel, Servers, Routing, VPN, Firewalls, WAN, Networking, Switches, Network Architecture, Data Center, Network Security, WAN Optimisation, Routers
Education
PC Professor 2001 — 2002
MCSE, A+, N+
Ivy Tech Community College
Computer Information Technology
Christopher Cruise's Money Concepts Experience June 2008 - August 2008
Job Associate Regional Consultant for SPDR ETFs covering National Broker/Dealers in GA, SC, TN, and AL
Industry Banking
Experience
State Street Global Advisors July 2013 - Present
State Street Global Advisors April 2010 - June 2013
MetLife Home Loans, a Division of MetLife Bank, N.A. 2008 - May 2010
Money Concepts June 2008 - August 2008
Skills
Portfolio Management, Mutual Funds, Finance, Real Estate, Investments
Education
Boston University Questrom School of Business 2011 — 2014
MBA, Finance
Bates College 2004 — 2008
Bachelor of Arts, Chinese/Economics
St. George's School 2000 — 2004
Graduate
State Street Global Advisors July 2013 - Present
State Street Global Advisors April 2010 - June 2013
MetLife Home Loans, a Division of MetLife Bank, N.A. 2008 - May 2010
Money Concepts June 2008 - August 2008
Skills
Portfolio Management, Mutual Funds, Finance, Real Estate, Investments
Education
Boston University Questrom School of Business 2011 — 2014
MBA, Finance
Bates College 2004 — 2008
Bachelor of Arts, Chinese/Economics
St. George's School 2000 — 2004
Graduate
Aaron Carlson, RR, CFS, RFC's Money Concepts Experience May 2009 - Present
Job Independent Financial Planner, Registered Broker Representative and Registered Investment Advisor
Industry Financial Services
Experience
Money Concepts May 2009 - Present
American Airlines January 2001 - January 2008
Trans World Airlines September 1985 - January 2001
Skills
Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Banking, Strategic Planning, Business Analysis, Risk Management, Project Management, Investments, Microsoft Word, PowerPoint
Education
Kansas State University 1966 — 1970
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Money Concepts May 2009 - Present
American Airlines January 2001 - January 2008
Trans World Airlines September 1985 - January 2001
Skills
Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Banking, Strategic Planning, Business Analysis, Risk Management, Project Management, Investments, Microsoft Word, PowerPoint
Education
Kansas State University 1966 — 1970
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Gregory L Davies's Money Concepts Experience September 1999 - May 2000
Job CFO at ITG Canada Corp.
Industry Financial Services
Experience
ITG Canada Corp. June 2000 - Present
Money Concepts September 1999 - May 2000
TD Securities 1994 - 1996
CIBC World Markets 1990 - 1994
CIBC World Markets 1990 - 1994
Education
McMaster University 1975 — 1979
B Comm, Accounting
ITG Canada Corp. June 2000 - Present
Money Concepts September 1999 - May 2000
TD Securities 1994 - 1996
CIBC World Markets 1990 - 1994
CIBC World Markets 1990 - 1994
Education
McMaster University 1975 — 1979
B Comm, Accounting
Allen Schultz, RFC's Money Concepts Experience 1980 - Present
Job President at Money Concepts
Industry Financial Services
Experience
Money Concepts 1980 - Present
Money Concepts Wealth Management & Financial Planning Network 1980 - Present
Education
Central Michigan University 1960 — 1962
No, Business
Money Concepts 1980 - Present
Money Concepts Wealth Management & Financial Planning Network 1980 - Present
Education
Central Michigan University 1960 — 1962
No, Business
Alan Sundblad's Money Concepts Experience
Job associate at Money Concepts
Industry Financial Services
Experience
Money Concepts
Skills
Wealth Management
Education
University of Iowa 1987 — 1989
Bachelor's degree, Economics
Money Concepts
Skills
Wealth Management
Education
University of Iowa 1987 — 1989
Bachelor's degree, Economics
Julie Settles's Money Concepts Experience August 2007 - Present
Job Wealth Manager at Money Concepts Capital Corp.
Industry Financial Services
Experience
Money Concepts August 2007 - Present
First Community National Bank 2005 - Present
Education
University of Kentucky 1998 — 2002
Accounting
Money Concepts August 2007 - Present
First Community National Bank 2005 - Present
Education
University of Kentucky 1998 — 2002
Accounting
Javier Ledesma's Money Concepts Experience 1997 - 2012
Job Independent Franchisee, Jackson Hewitt Tax Service
Industry Accounting
Experience
Jackson Hewitt Tax Service January 1997 - Present
Ledesma Bookkeeping Service January 1982 - Present
Money Concepts 1997 - 2012
Thermon May 1974 - December 1997
Skills
Budgets, Customer Service, Retail, Marketing, Strategic Planning, Coaching, Sales, Customer Satisfaction, Team Leadership, Small Business, Leadership, Business Planning, Entrepreneurship, Change Management, Team Building, Management, Public Speaking, Public Relations
Education
Southwest Texas State University 1974 — 1981
BBA, Business
Texas State University 1974 — 1981
BBA, Management
Jackson Hewitt Tax Service January 1997 - Present
Ledesma Bookkeeping Service January 1982 - Present
Money Concepts 1997 - 2012
Thermon May 1974 - December 1997
Skills
Budgets, Customer Service, Retail, Marketing, Strategic Planning, Coaching, Sales, Customer Satisfaction, Team Leadership, Small Business, Leadership, Business Planning, Entrepreneurship, Change Management, Team Building, Management, Public Speaking, Public Relations
Education
Southwest Texas State University 1974 — 1981
BBA, Business
Texas State University 1974 — 1981
BBA, Management
Erica Haynie's Money Concepts Experience March 2012 - December 2012
Job Executive Assistant at BDO
Industry Accounting
Experience
BDO USA, LLP August 2013 - Present
Money Concepts March 2012 - December 2012
Gallagher Benefits Inc January 2003 - November 2009
Skills
PowerPoint, Social Media, Customer Service, Microsoft Office, Strategic Planning, Marketing, Sales, Microsoft Excel, Event Planning, Social Media Marketing, Microsoft Word, Outlook, Recruiting, Leadership, Social Networking, Management, Budgets, Finance, Public Relations, Event Management, Advertising, Marketing Communications, Account Management, Public Speaking, Fundraising
Education
University of Central Oklahoma 2003 — 2005
a Bachelor's, Fine Art
Savannah College of Art and Design 1998 — 2002
Photographic Art, Art
BDO USA, LLP August 2013 - Present
Money Concepts March 2012 - December 2012
Gallagher Benefits Inc January 2003 - November 2009
Skills
PowerPoint, Social Media, Customer Service, Microsoft Office, Strategic Planning, Marketing, Sales, Microsoft Excel, Event Planning, Social Media Marketing, Microsoft Word, Outlook, Recruiting, Leadership, Social Networking, Management, Budgets, Finance, Public Relations, Event Management, Advertising, Marketing Communications, Account Management, Public Speaking, Fundraising
Education
University of Central Oklahoma 2003 — 2005
a Bachelor's, Fine Art
Savannah College of Art and Design 1998 — 2002
Photographic Art, Art
Carolina Alaniz's Money Concepts Experience January 2014 - Present
Job admistrative assisstant at Money Concepts
Industry Financial Services
Experience
Money Concepts January 2014 - Present
Education
Texas A&M University-Corpus Christi 1990 — 1996
Master of Curriculum & Instruction, Bilingual and Multilingual Education
Money Concepts January 2014 - Present
Education
Texas A&M University-Corpus Christi 1990 — 1996
Master of Curriculum & Instruction, Bilingual and Multilingual Education
Alan Sundblad's Money Concepts Experience
Job associate at Money Concepts
Industry Financial Services
Experience
Money Concepts
Skills
Estate Planning, Wealth Management
Education
University of Iowa 1986 — 1988
B. S., Gen'l Studies, Economics
Money Concepts
Skills
Estate Planning, Wealth Management
Education
University of Iowa 1986 — 1988
B. S., Gen'l Studies, Economics
Gary Rathgeber's Money Concepts Experience August 2005 - Present
Job President at Money Concepts
Industry Financial Services
Experience
Money Concepts August 2005 - Present
World Financial Group (WFG) September 1999 - July 2005
Skills
Retirement Planning, Annuities, IRA's, Insurance Planning, Retirement, IRAs
Education
BYU
Money Concepts August 2005 - Present
World Financial Group (WFG) September 1999 - July 2005
Skills
Retirement Planning, Annuities, IRA's, Insurance Planning, Retirement, IRAs
Education
BYU
Jack Kuhn's Money Concepts Experience February 2002 - Present
Job President at Money Concepts and CPA at Kuhn Accounting & Financial Services, Inc.
Industry Financial Services
Experience
Money Concepts February 2002 - Present
Kuhn Accounting & Financial Services, Inc. November 1987 - Present
Skills
Wealth Management, Strategic Financial..., Accounting, Tax Preparation
Education
The Ohio State University 1977 — 1984
B.S., Business Administration
Money Concepts February 2002 - Present
Kuhn Accounting & Financial Services, Inc. November 1987 - Present
Skills
Wealth Management, Strategic Financial..., Accounting, Tax Preparation
Education
The Ohio State University 1977 — 1984
B.S., Business Administration
Robert Pracht's Money Concepts Experience January 2011 - September 2012
Job Investment Adviser Rep.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. September 2007 - Present
Money Concepts January 2011 - September 2012
Skills
Investments, Financial Planning, Retirement Planning, Retirement, Wealth Management, 401k, Mutual Funds, Series 7, Alternative Investments, Strategic Financial..., 401k Rollovers, Insurance, Life Insurance, Fixed Annuities, Investment Advisory
Education
The Ohio State University
Transamerica Financial Advisors, Inc. September 2007 - Present
Money Concepts January 2011 - September 2012
Skills
Investments, Financial Planning, Retirement Planning, Retirement, Wealth Management, 401k, Mutual Funds, Series 7, Alternative Investments, Strategic Financial..., 401k Rollovers, Insurance, Life Insurance, Fixed Annuities, Investment Advisory
Education
The Ohio State University
Covy C. Mareemootoo, CGA's Money Concepts Experience November 1999 - March 2000
Job Senior Manager, Partner Accounts at KPMG Canada
Industry Accounting
Experience
KPMG in Canada January 2012 - Present
KPMG Canada June 2009 - December 2011
HMV September 2002 - June 2009
Astral Media Inc. March 2000 - September 2002
Money Concepts November 1999 - March 2000
The Walt Disney Company 1995 - 1999
Hammond Bell & Co June 1989 - February 1995
Education
Humber College
KPMG in Canada January 2012 - Present
KPMG Canada June 2009 - December 2011
HMV September 2002 - June 2009
Astral Media Inc. March 2000 - September 2002
Money Concepts November 1999 - March 2000
The Walt Disney Company 1995 - 1999
Hammond Bell & Co June 1989 - February 1995
Education
Humber College
Emily Hafer's Money Concepts Experience November 2012 - Present
Job Retail Professional
Industry Retail
Experience
Money Concepts November 2012 - Present
Pottery Barn 2009 - 2011
Paychex Inc July 2008 - October 2009
Carrington Health Systems July 2007 - July 2008
Merchants Bank May 2006 - November 2007
Skills
Microsoft Office, Energy, Compassion, Diligent, Meticulous, Close Attention to..., Accounting, Training, Customer Service
Education
Kentucky Christian University 2003 — 2006
Finance, General
Liberty University
Bachelor's Degree, Accounting
Money Concepts November 2012 - Present
Pottery Barn 2009 - 2011
Paychex Inc July 2008 - October 2009
Carrington Health Systems July 2007 - July 2008
Merchants Bank May 2006 - November 2007
Skills
Microsoft Office, Energy, Compassion, Diligent, Meticulous, Close Attention to..., Accounting, Training, Customer Service
Education
Kentucky Christian University 2003 — 2006
Finance, General
Liberty University
Bachelor's Degree, Accounting
Zenobia D. Seward, ChFC, RFC, MBA's Money Concepts Experience July 2004 - August 2012
Job President/CEO @ Creative Wealth Solutions; CFO/Conference Treasurer @ Allegheny West Conference SDA
Industry Nonprofit Organization Management
Experience
Creative Wealth Solutions LLC September 2012 - Present
Allegheny West Conference of SDA July 2001 - December 2014
Money Concepts July 2004 - August 2012
Allegheny East Conference of SDA September 1990 - June 2001
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Public Speaking, Financial Analysis, Strategic Planning, Coaching, 401k Rollovers, Wealth Accumulation, IRAs, 401k, Investment Advisory, Retirement, Retirement Planning, Financial Advisory, Wealth Management, Series 7, Wealth, Fixed Annuities, Asset Allocation, Wealth Management..., Mutual Funds, Investment Strategies, Non-profits, Long Term Care Insurance, Securities, Strategic Financial..., Insurance, Qualified Retirement...
Education
The American College 1991 — 1994
ChFC, Chartered Financial Consultant
Alabama A & M University 1982 — 1983
Master of Business Administration (MBA), Finance, General
University of South Carolina-Columbia 1970 — 1974
Bachelor of Science (B.S.), Business Economics
Creative Wealth Solutions LLC September 2012 - Present
Allegheny West Conference of SDA July 2001 - December 2014
Money Concepts July 2004 - August 2012
Allegheny East Conference of SDA September 1990 - June 2001
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Public Speaking, Financial Analysis, Strategic Planning, Coaching, 401k Rollovers, Wealth Accumulation, IRAs, 401k, Investment Advisory, Retirement, Retirement Planning, Financial Advisory, Wealth Management, Series 7, Wealth, Fixed Annuities, Asset Allocation, Wealth Management..., Mutual Funds, Investment Strategies, Non-profits, Long Term Care Insurance, Securities, Strategic Financial..., Insurance, Qualified Retirement...
Education
The American College 1991 — 1994
ChFC, Chartered Financial Consultant
Alabama A & M University 1982 — 1983
Master of Business Administration (MBA), Finance, General
University of South Carolina-Columbia 1970 — 1974
Bachelor of Science (B.S.), Business Economics
Austin Vande Vegte's Money Concepts Experience September 2012 - December 2012
Job Manufacturing Coordinator at Double HH Manufacturing
Industry Financial Services
Experience
Double HH Manufacturing June 2013 - Present
Van Bruggen-Wesselink Insurance Agency January 2013 - May 2013
Center Sports Inc. October 2011 - May 2013
Rock Valley Radiator and Automotive May 2002 - May 2013
Money Concepts September 2012 - December 2012
Skills
Microsoft Office, Investments, PowerPoint, Customer Service, Microsoft Excel, Insurance, Microsoft Word, Social Media, Event Planning, Sales, Social Media Marketing, Leadership, Outlook, Research, Marketing, Coaching, Management
Education
Dordt College 2009 — 2013
Bachelor's degree, Business Administration, Finance
Double HH Manufacturing June 2013 - Present
Van Bruggen-Wesselink Insurance Agency January 2013 - May 2013
Center Sports Inc. October 2011 - May 2013
Rock Valley Radiator and Automotive May 2002 - May 2013
Money Concepts September 2012 - December 2012
Skills
Microsoft Office, Investments, PowerPoint, Customer Service, Microsoft Excel, Insurance, Microsoft Word, Social Media, Event Planning, Sales, Social Media Marketing, Leadership, Outlook, Research, Marketing, Coaching, Management
Education
Dordt College 2009 — 2013
Bachelor's degree, Business Administration, Finance
Joslyn Taylor's Money Concepts Experience February 2010 - June 2013
Job Loan Assistant at Embrace Home Loans
Industry Environmental Services
Experience
Embrace Home Loans March 2014 - Present
Brown and Caldwell January 2014 - March 2014
GFI Mortgage Bankers, Inc. November 2013 - January 2014
Money Concepts February 2010 - June 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Microsoft Office, Customer Service, Photoshop, Premiere, After Effects, Adobe Creative Suite
Education
Palm Beach Atlantic University 2002 — 2007
Bachelor of Science (B.S.), Biology
Embrace Home Loans March 2014 - Present
Brown and Caldwell January 2014 - March 2014
GFI Mortgage Bankers, Inc. November 2013 - January 2014
Money Concepts February 2010 - June 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Microsoft Office, Customer Service, Photoshop, Premiere, After Effects, Adobe Creative Suite
Education
Palm Beach Atlantic University 2002 — 2007
Bachelor of Science (B.S.), Biology