Money Matters with Ken Moraif
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Money Matters with Ken Moraif Employees
Employee
Years
Job
Industry
James Scott Taylor James Scott Taylor's Money Matters with Ken Moraif Experience June 2012 - Present
Job Financial Advisor @Money Matters with Ken Moraif
Industry Financial Services
Experience
Money Matters with Ken Moraif June 2012 - Present
Skills
Estate Planning, Retirement Planning, Asset Managment, Strategic Financial..., Investments, Risk Management, Succession Planning, Financial Services, Financial Analysis, Leadership, Wealth Management
Education
Bryan Adams
Texas Tech University
BLA
Money Matters with Ken Moraif June 2012 - Present
Skills
Estate Planning, Retirement Planning, Asset Managment, Strategic Financial..., Investments, Risk Management, Succession Planning, Financial Services, Financial Analysis, Leadership, Wealth Management
Education
Bryan Adams
Texas Tech University
BLA
Jennifer Dragon Jennifer Dragon's Money Matters with Ken Moraif Experience May 2009 - July 2012
Job International Tax Staff Consultant
Industry Accounting
Experience
Deloitte August 2015 - Present
Texas A&M University May 2014 - May 2015
Deloitte January 2014 - March 2014
Texas A&M University August 2012 - December 2013
Money Matters with Ken Moraif May 2009 - July 2012
Education
Texas A&M University - Mays Business School 2010 — 2015
Master of Science (MS), Tax, General
Texas A&M University - Mays Business School 2010 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Deloitte August 2015 - Present
Texas A&M University May 2014 - May 2015
Deloitte January 2014 - March 2014
Texas A&M University August 2012 - December 2013
Money Matters with Ken Moraif May 2009 - July 2012
Education
Texas A&M University - Mays Business School 2010 — 2015
Master of Science (MS), Tax, General
Texas A&M University - Mays Business School 2010 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Doug Dyer Doug Dyer's Money Matters with Ken Moraif Experience 2009 - Present
Job Senior Advisor at Money Matters with Ken Moraif
Industry Financial Services
Experience
Money Matters with Ken Moraif 2009 - Present
Eagle Strategies LLC 2002 - 2009
NYLIFE Securities LLC 1996 - 2002
Southern Manufacturing and Sales 1984 - 1996
Education
The University of Texas at Dallas
Bachelor's degree, Economics and Finance
Money Matters with Ken Moraif 2009 - Present
Eagle Strategies LLC 2002 - 2009
NYLIFE Securities LLC 1996 - 2002
Southern Manufacturing and Sales 1984 - 1996
Education
The University of Texas at Dallas
Bachelor's degree, Economics and Finance
Alyson Tofel Alyson Tofel's Money Matters with Ken Moraif Experience March 2013 - September 2013
Job Office Manager at Money Matters with Ken Moraif
Industry Financial Services
Experience
Adventures In Missions September 2013 - August 2014
Money Matters with Ken Moraif March 2013 - September 2013
Top Talent Central January 2012 - July 2012
chicka-d June 2011 - August 2011
University of Texas at Austin August 2007 - August 2011
Texas State Capitol August 2010 - December 2010
Texas Live Magazine March 2007 - August 2007
Skills
CRM, Advertising, Microsoft Office, Sales
Education
The University of Texas at Austin 2007 — 2011
Advertising, Business
Adventures In Missions September 2013 - August 2014
Money Matters with Ken Moraif March 2013 - September 2013
Top Talent Central January 2012 - July 2012
chicka-d June 2011 - August 2011
University of Texas at Austin August 2007 - August 2011
Texas State Capitol August 2010 - December 2010
Texas Live Magazine March 2007 - August 2007
Skills
CRM, Advertising, Microsoft Office, Sales
Education
The University of Texas at Austin 2007 — 2011
Advertising, Business
Cory Herring Cory Herring's Money Matters with Ken Moraif Experience July 2010 - May 2012
Job Vice President Portfolio Management Services at Markit
Industry Financial Services
Experience
Markit July 2013 - Present
Carlisle and Gallagher June 2012 - January 2013
Money Matters with Ken Moraif July 2010 - May 2012
T.D. Ameritrade April 2004 - June 2009
Skills
Investments, Asset Allocation, Portfolio Management, Wealth Management, Fixed Income, Investment Advisory, Networking, Team Building, Organization Skills, Alliance-building, Mortgage Modification, Auditing, Communication, Multi-tasked
Education
University of North Texas 1994 — 1997
B.A., Economics
Markit July 2013 - Present
Carlisle and Gallagher June 2012 - January 2013
Money Matters with Ken Moraif July 2010 - May 2012
T.D. Ameritrade April 2004 - June 2009
Skills
Investments, Asset Allocation, Portfolio Management, Wealth Management, Fixed Income, Investment Advisory, Networking, Team Building, Organization Skills, Alliance-building, Mortgage Modification, Auditing, Communication, Multi-tasked
Education
University of North Texas 1994 — 1997
B.A., Economics
Sandra Dennis Sandra Dennis's Money Matters with Ken Moraif Experience February 2014 - Present
Job Admin Support at Money Matters with Ken Moraif
Industry Marketing and Advertising
Experience
Money Matters with Ken Moraif February 2014 - Present
Regus September 2013 - February 2014
Touch International August 2012 - March 2013
Enterprise Rent-A-Car May 2003 - August 2012
Skills
B2B
Education
Texas State University 2000 — 2003
Marketing, Marketing
Money Matters with Ken Moraif February 2014 - Present
Regus September 2013 - February 2014
Touch International August 2012 - March 2013
Enterprise Rent-A-Car May 2003 - August 2012
Skills
B2B
Education
Texas State University 2000 — 2003
Marketing, Marketing
Patrick Klir Patrick Klir's Money Matters with Ken Moraif Experience May 2014 - August 2014
Job Support Advisor at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services August 2015 - Present
Money Matters with Ken Moraif May 2014 - August 2014
The Mitchell Company May 2013 - May 2014
City of Lewisville May 2010 - September 2012
Denton Country Club April 2010 - September 2010
Skills
Financial Accounting, Microsoft Excel, Bookkeeping, QuickBooks, Microsoft Office, General Ledger, Account Reconciliation, Time Management, Customer Service, Finance, Research, Management, Event Planning
Education
University of Alabama 2011 — 2015
Bachelor of Science (B.S.), Finance
Argyle High School 2007 — 2011
John Hancock Financial Services August 2015 - Present
Money Matters with Ken Moraif May 2014 - August 2014
The Mitchell Company May 2013 - May 2014
City of Lewisville May 2010 - September 2012
Denton Country Club April 2010 - September 2010
Skills
Financial Accounting, Microsoft Excel, Bookkeeping, QuickBooks, Microsoft Office, General Ledger, Account Reconciliation, Time Management, Customer Service, Finance, Research, Management, Event Planning
Education
University of Alabama 2011 — 2015
Bachelor of Science (B.S.), Finance
Argyle High School 2007 — 2011
Eli Dragon Eli Dragon's Money Matters with Ken Moraif Experience 2000 - Present
Job Senior Advisor at Money Matters with Ken Moraif
Industry Financial Services
Experience
Money Matters with Ken Moraif 2000 - Present
Dragon Financial Group September 1989 - Present
Texas Instruments July 1985 - September 1989
Skills
Business Strategy, Program Management, Mergers, Wealth Management, Retirement Planning, Strategic Planning, Risk Management, Cross-functional Team..., Sales Management, Financial Modeling, Investments, Contract Negotiation, Management, Financial Analysis, Strategic Financial..., Leadership, New Business Development, Team Building, Product Development, Business Planning, Mergers & Acquisitions, Investment Advisory, Strategy, Forecasting, Portfolio Management, Asset Management, Start-ups, Business Development, Entrepreneurship, Estate Planning
Education
University of North Texas 1986 — 1988
MBA, Business
Ohio University 1983 — 1985
Bacherlor Degree, Electrical Engineering
Money Matters with Ken Moraif 2000 - Present
Dragon Financial Group September 1989 - Present
Texas Instruments July 1985 - September 1989
Skills
Business Strategy, Program Management, Mergers, Wealth Management, Retirement Planning, Strategic Planning, Risk Management, Cross-functional Team..., Sales Management, Financial Modeling, Investments, Contract Negotiation, Management, Financial Analysis, Strategic Financial..., Leadership, New Business Development, Team Building, Product Development, Business Planning, Mergers & Acquisitions, Investment Advisory, Strategy, Forecasting, Portfolio Management, Asset Management, Start-ups, Business Development, Entrepreneurship, Estate Planning
Education
University of North Texas 1986 — 1988
MBA, Business
Ohio University 1983 — 1985
Bacherlor Degree, Electrical Engineering
Cindy Carlisi Cindy Carlisi's Money Matters with Ken Moraif Experience April 2015 - Present
Job Client Service Associate at Money Matters with Ken Moraif
Industry Executive Office
Experience
Money Matters with Ken Moraif April 2015 - Present
The Intersect Group September 2013 - February 2014
KDJ Consultants Inc January 2013 - June 2013
Coldwell Banker Apex, REALTORS July 2006 - May 2010
IBM January 1990 - December 1992
Sun Microsystems June 1988 - December 1989
Sun Microsystems August 1986 - June 1988
Computer Consoles, Inc. (now Nortel Networks) January 1984 - July 1986
Texas Instruments May 1981 - January 1984
Skills
Selling, Training, Account Management, Recruiting, Sales Management, Leadership, Negotiation, Management, Team Leadership, Sales, Customer Service, PowerPoint, Marketing, Real Estate, Market Analysis, Pre-sales, Business Development, Strategic Planning, Team Building, Sales Presentations, Social Media, Customer Relations, New Business Development, Consultative Selling, Financial Analysis, Microsoft Office, Project Management, Event Planning, Social Networking, Data Analysis, Public Speaking, Microsoft Excel, Time Management, Business Analysis, Analysis, Budgets
Education
University of Dallas Graduate School 1984 — 1988
MBA
University of Arkansas 1977 — 1981
BSBA, Data Processing and Quanitative Analysis, Marketing
Money Matters with Ken Moraif April 2015 - Present
The Intersect Group September 2013 - February 2014
KDJ Consultants Inc January 2013 - June 2013
Coldwell Banker Apex, REALTORS July 2006 - May 2010
IBM January 1990 - December 1992
Sun Microsystems June 1988 - December 1989
Sun Microsystems August 1986 - June 1988
Computer Consoles, Inc. (now Nortel Networks) January 1984 - July 1986
Texas Instruments May 1981 - January 1984
Skills
Selling, Training, Account Management, Recruiting, Sales Management, Leadership, Negotiation, Management, Team Leadership, Sales, Customer Service, PowerPoint, Marketing, Real Estate, Market Analysis, Pre-sales, Business Development, Strategic Planning, Team Building, Sales Presentations, Social Media, Customer Relations, New Business Development, Consultative Selling, Financial Analysis, Microsoft Office, Project Management, Event Planning, Social Networking, Data Analysis, Public Speaking, Microsoft Excel, Time Management, Business Analysis, Analysis, Budgets
Education
University of Dallas Graduate School 1984 — 1988
MBA
University of Arkansas 1977 — 1981
BSBA, Data Processing and Quanitative Analysis, Marketing
Cody Dyer Cody Dyer's Money Matters with Ken Moraif Experience June 2014 - Present
Job Intern at Money Matters with Ken Moraif
Industry Financial Services
Experience
Money Matters with Ken Moraif June 2014 - Present
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Teamwork, Outlook, Research, English, Time Management, Public Speaking, Investments, Risk Management
Education
University of Oklahoma 2013 — 2017
Bachelor of Business Administration (BBA), Accounting and Finance
Lovejoy High School 2010 — 2013
Money Matters with Ken Moraif June 2014 - Present
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Teamwork, Outlook, Research, English, Time Management, Public Speaking, Investments, Risk Management
Education
University of Oklahoma 2013 — 2017
Bachelor of Business Administration (BBA), Accounting and Finance
Lovejoy High School 2010 — 2013
Mark Diehl, ChFC Mark Diehl, ChFC's Money Matters with Ken Moraif Experience August 2013 - March 2014
Job Agency Manager at Allstate Insurance The Martin Agency
Industry Financial Services
Experience
Allstate Insurance Agency August 2015 - Present
www.usretirementplanning.com September 1991 - January 2015
Money Matters with Ken Moraif August 2013 - March 2014
JMD Capital Research, LLC March 2013 - December 2013
Envestnet, Inc April 2007 - July 2012
Preferred Wealth Management January 2007 - April 2010
Securities Management and Research, Inc. April 1997 - December 2006
Diehl Financial Group January 1994 - April 1997
Prudential Financial April 1991 - January 1994
Skills
Financial Analysis, Financial Reporting, Strategic Financial..., Retirement Planning, Retirement Plan..., Retirement Benefits, Qualified Retirement..., Public Speaking, Technical Writing, Investment Strategies, Alternative Investments, Portfolio Management, Portfolio Optimization, Investment Portfolio, Investment Advisory, Personal Financial..., Holistic Financial..., Wealth Management, Wealth Management..., Wealth Accumulation, Investments, Securities, Financial Advisory, Asset Management, Asset Allocation, Financial Planning, Insurance
Education
The American College 2004 — 2006
Certified Financial Planner CFP, Financial Planning and Services
The American College 1991 — 1994
Chartered Financial Consultant ChFC, Financial Planning and Services
Dickinson High School 1974 — 1978
Allstate Insurance Agency August 2015 - Present
www.usretirementplanning.com September 1991 - January 2015
Money Matters with Ken Moraif August 2013 - March 2014
JMD Capital Research, LLC March 2013 - December 2013
Envestnet, Inc April 2007 - July 2012
Preferred Wealth Management January 2007 - April 2010
Securities Management and Research, Inc. April 1997 - December 2006
Diehl Financial Group January 1994 - April 1997
Prudential Financial April 1991 - January 1994
Skills
Financial Analysis, Financial Reporting, Strategic Financial..., Retirement Planning, Retirement Plan..., Retirement Benefits, Qualified Retirement..., Public Speaking, Technical Writing, Investment Strategies, Alternative Investments, Portfolio Management, Portfolio Optimization, Investment Portfolio, Investment Advisory, Personal Financial..., Holistic Financial..., Wealth Management, Wealth Management..., Wealth Accumulation, Investments, Securities, Financial Advisory, Asset Management, Asset Allocation, Financial Planning, Insurance
Education
The American College 2004 — 2006
Certified Financial Planner CFP, Financial Planning and Services
The American College 1991 — 1994
Chartered Financial Consultant ChFC, Financial Planning and Services
Dickinson High School 1974 — 1978
Ryan Meade Ryan Meade's Money Matters with Ken Moraif Experience July 2010 - January 2012
Job Consultant at Capgemini
Industry Logistics and Supply Chain
Experience
Capgemini August 2015 - Present
Texas A&M University May 2013 - Present
Ryder Supply Chain Solutions May 2014 - August 2014
AT&T Cotton Bowl Classic December 2012 - January 2014
UPS Supply Chain Solutions April 2012 - August 2012
Money Matters with Ken Moraif July 2010 - January 2012
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Photoshop, HTML, Communication Skills, Efiling, Time Management, Customer Service, Logistics, Data Analysis, Access, Leadership, Human Resources, Microsoft Office, Public Speaking, Social Media, Event Planning, Teamwork
Education
Texas A&M University 2011 — 2015
Bachelor's degree, Logistics, Materials, and Supply Chain Management
Coppell High School 2007 — 2011
Capgemini August 2015 - Present
Texas A&M University May 2013 - Present
Ryder Supply Chain Solutions May 2014 - August 2014
AT&T Cotton Bowl Classic December 2012 - January 2014
UPS Supply Chain Solutions April 2012 - August 2012
Money Matters with Ken Moraif July 2010 - January 2012
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Photoshop, HTML, Communication Skills, Efiling, Time Management, Customer Service, Logistics, Data Analysis, Access, Leadership, Human Resources, Microsoft Office, Public Speaking, Social Media, Event Planning, Teamwork
Education
Texas A&M University 2011 — 2015
Bachelor's degree, Logistics, Materials, and Supply Chain Management
Coppell High School 2007 — 2011
Ken Moraif, CFP®, MBA's Money Matters with Ken Moraif Experience 2009 - Present
Job Barron's Top 100 Independent Financial Advisor (20122015), Wealth Advisor, Financial Planner, Radio Show Host, Author
Industry Financial Services
Experience
Money Matters with Ken Moraif 2009 - Present
Eagle Strategies, LLC 1988 - 2009
Research Institute of America January 1983 - January 1988
Ad Agency In Colorado and Texas January 1980 - January 1983
Skills
Wealth Management, Wealth Preservation..., Retirement Planning, Strategic Financial..., Real Estate Economics, Investments, Marketing, Social Media, Investors, Insurance, Team Building, Retirement, Public Relations, Entrepreneurship, Asset Allocation, Social Networking, Wealth Management..., Public Speaking, Program Management, Business Development, Investment Advisory, Long-term Care, Strategic Planning, Sales Management, Customer Service, Management, Microsoft Office, Mutual Funds, Financial Planners, Finance, Investment Properties, New Business Development, Social Media Marketing, Business Strategy, Risk Management, Product Development, Blogging, Marketing Communications, Contract Negotiation, Event Planning, Marketing Strategy, Business Planning, Sales, Budgets, Real Estate, Team Leadership, Small Business
Education
Southern Methodist University
Master of Business Administration (MBA)
Arizona State University
Bachelor of Science
Money Matters with Ken Moraif 2009 - Present
Eagle Strategies, LLC 1988 - 2009
Research Institute of America January 1983 - January 1988
Ad Agency In Colorado and Texas January 1980 - January 1983
Skills
Wealth Management, Wealth Preservation..., Retirement Planning, Strategic Financial..., Real Estate Economics, Investments, Marketing, Social Media, Investors, Insurance, Team Building, Retirement, Public Relations, Entrepreneurship, Asset Allocation, Social Networking, Wealth Management..., Public Speaking, Program Management, Business Development, Investment Advisory, Long-term Care, Strategic Planning, Sales Management, Customer Service, Management, Microsoft Office, Mutual Funds, Financial Planners, Finance, Investment Properties, New Business Development, Social Media Marketing, Business Strategy, Risk Management, Product Development, Blogging, Marketing Communications, Contract Negotiation, Event Planning, Marketing Strategy, Business Planning, Sales, Budgets, Real Estate, Team Leadership, Small Business
Education
Southern Methodist University
Master of Business Administration (MBA)
Arizona State University
Bachelor of Science
Doug Bartol's Money Matters with Ken Moraif Experience August 1986 - Present
Job Senior Advisor at Money Matters with Ken Moraif
Industry Financial Services
Experience
Money Matters with Ken Moraif August 1986 - Present
Education
Indiana University Bloomington 1982 — 1986
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Money Matters with Ken Moraif August 1986 - Present
Education
Indiana University Bloomington 1982 — 1986
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Charity Hawkins , MBA Charity Hawkins , MBA's Money Matters with Ken Moraif Experience January 2012 - July 2012
Job Business, Marketing, and Finance at Dallas ISD
Industry Financial Services
Experience
Dallas ISD August 2012 - Present
Money Matters with Ken Moraif January 2012 - July 2012
Hewlett-Packard August 2009 - October 2011
Skills
Channel Partners, Cloud Computing, Channel, Account Management, Marketing Strategy, Solution Selling
Education
University of Arkansas 2006 — 2009
M.B.A., Masters in Business Administration
Hendrix College 2002 — 2006
BA, Politics
Dallas ISD August 2012 - Present
Money Matters with Ken Moraif January 2012 - July 2012
Hewlett-Packard August 2009 - October 2011
Skills
Channel Partners, Cloud Computing, Channel, Account Management, Marketing Strategy, Solution Selling
Education
University of Arkansas 2006 — 2009
M.B.A., Masters in Business Administration
Hendrix College 2002 — 2006
BA, Politics
Joseph Dowdall, CFP®'s Money Matters with Ken Moraif Experience July 2010 - Present
Job Financial Advisor at Money Matters with Ken Moraif
Industry Financial Services
Experience
Money Matters with Ken Moraif July 2010 - Present
Cambridge Investment Resource July 2010 - December 2010
SEI Investments Distribution Co., Registered Representative September 2008 - June 2010
SEI Investment Management July 2006 - June 2010
SEI Investment Management Corp July 2004 - June 2006
Skills
Mutual Funds, Investments, Retirement Planning, Risk Management, Wealth Management, Asset Allocation, Strategic Planning
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2009
MBA, Finance
State University of New York College at Fredonia 1996 — 1999
Money Matters with Ken Moraif July 2010 - Present
Cambridge Investment Resource July 2010 - December 2010
SEI Investments Distribution Co., Registered Representative September 2008 - June 2010
SEI Investment Management July 2006 - June 2010
SEI Investment Management Corp July 2004 - June 2006
Skills
Mutual Funds, Investments, Retirement Planning, Risk Management, Wealth Management, Asset Allocation, Strategic Planning
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2009
MBA, Finance
State University of New York College at Fredonia 1996 — 1999
Ross Emmer, CFP®'s Money Matters with Ken Moraif Experience September 2014 - Present
Job Financial Services Professional | Financial Planner | Wealth Management Advisor | Relationship Manager
Industry Financial Services
Experience
Money Matters with Ken Moraif September 2014 - Present
Galloway Asset Management August 2012 - June 2014
ICMA-RC March 2007 - August 2012
Financial Profiles, Inc. June 2005 - December 2006
AIG Advisor Group May 2002 - April 2005
Prudential Financial February 2001 - February 2002
TD Waterhouse Securities June 1999 - February 2001
The Householder Group March 1997 - October 1998
Skills
Retirement Planning, Wealth Management, Series 24, Series 7, Uniform Combined State..., Investor Education, Certified Financial..., Key Account Management, Curriculum Development, Institutional Sales, Personal Financial..., Sales Presentations, Coaching, Leadership, Series 66, Investment Education, Management, Financial Advisory, Financial Services, Asset Management, Series 63, Asset Allocation, Insurance, Wealth, FINRA, IRAs, Financial Planning
Education
State University of New York College at Geneseo 1992 — 1996
Bachelor of Arts, Communication, Finance
Money Matters with Ken Moraif September 2014 - Present
Galloway Asset Management August 2012 - June 2014
ICMA-RC March 2007 - August 2012
Financial Profiles, Inc. June 2005 - December 2006
AIG Advisor Group May 2002 - April 2005
Prudential Financial February 2001 - February 2002
TD Waterhouse Securities June 1999 - February 2001
The Householder Group March 1997 - October 1998
Skills
Retirement Planning, Wealth Management, Series 24, Series 7, Uniform Combined State..., Investor Education, Certified Financial..., Key Account Management, Curriculum Development, Institutional Sales, Personal Financial..., Sales Presentations, Coaching, Leadership, Series 66, Investment Education, Management, Financial Advisory, Financial Services, Asset Management, Series 63, Asset Allocation, Insurance, Wealth, FINRA, IRAs, Financial Planning
Education
State University of New York College at Geneseo 1992 — 1996
Bachelor of Arts, Communication, Finance
Pat Mandola's Money Matters with Ken Moraif Experience May 2013 - Present
Job Advisor at Money Matters with Ken Moraif
Industry Financial Services
Experience
Money Matters with Ken Moraif May 2013 - Present
Orr Financial Group March 2012 - May 2013
The Capital Financial Group/H. Beck, Inc. February 2007 - March 2012
Next Financial Group, Inc. 2005 - 2007
TD Waterhouse Institutional Services 2003 - 2005
AIG Royal Alliance 1995 - 2003
AIG SunAmerica 1993 - 2003
SunAmerica Asset Management 1993 - 1995
Skills
Series 63, Series 7, Wealth Management, Estate Planning, Retirement, Portfolio Management, Investments, Financial Services
Education
Marist College 1990 — 1993
BS, Business Administration/Finance
Money Matters with Ken Moraif May 2013 - Present
Orr Financial Group March 2012 - May 2013
The Capital Financial Group/H. Beck, Inc. February 2007 - March 2012
Next Financial Group, Inc. 2005 - 2007
TD Waterhouse Institutional Services 2003 - 2005
AIG Royal Alliance 1995 - 2003
AIG SunAmerica 1993 - 2003
SunAmerica Asset Management 1993 - 1995
Skills
Series 63, Series 7, Wealth Management, Estate Planning, Retirement, Portfolio Management, Investments, Financial Services
Education
Marist College 1990 — 1993
BS, Business Administration/Finance
Lezlie Smith's Money Matters with Ken Moraif Experience August 2013 - Present
Job Office Manager at Money Matters with Ken Moraif
Industry Financial Services
Experience
Money Matters with Ken Moraif August 2013 - Present
Money Matters with Ken Moraif July 2010 - August 2013
WestPoint Home January 2008 - May 2010
WestPoint Home June 2006 - January 2008
ViewPoint Bank June 2005 - June 2006
Pritchett, LP January 2002 - June 2005
Skills
Customer Service, Forecasting, Customer Relations, Risk Management, Pricing, Strategic Planning, Program Management, Accounting, Team Building
Education
Texas A&M University
BBA, Marketing
Money Matters with Ken Moraif August 2013 - Present
Money Matters with Ken Moraif July 2010 - August 2013
WestPoint Home January 2008 - May 2010
WestPoint Home June 2006 - January 2008
ViewPoint Bank June 2005 - June 2006
Pritchett, LP January 2002 - June 2005
Skills
Customer Service, Forecasting, Customer Relations, Risk Management, Pricing, Strategic Planning, Program Management, Accounting, Team Building
Education
Texas A&M University
BBA, Marketing
Donya Leeman's Money Matters with Ken Moraif Experience April 2015 - Present
Job Director of Training and Support Services
Industry Financial Services
Experience
Money Matters with Ken Moraif April 2015 - Present
New York Life July 2006 - July 2014
Skills
Retirement Planning, Training, Fixed Annuities, Business Development, Life Insurance, 401k, Insurance, Long-term Care, Employee Benefits, Investments, IRAs, Series 6, Term Life Insurance, Leadership, Retirement, Financial Planners, Estate Planning
Education
The American College 1986 — 2008
CLU, Chfc, MSFS, CLF, LUTCF, CASL, Insurance and Financial Services
California State University-Los Angeles 1968 — 1972
MA, Speech Communications-Theater Arts
University of Utah 1960 — 1964
BA, Speech Communications
Money Matters with Ken Moraif April 2015 - Present
New York Life July 2006 - July 2014
Skills
Retirement Planning, Training, Fixed Annuities, Business Development, Life Insurance, 401k, Insurance, Long-term Care, Employee Benefits, Investments, IRAs, Series 6, Term Life Insurance, Leadership, Retirement, Financial Planners, Estate Planning
Education
The American College 1986 — 2008
CLU, Chfc, MSFS, CLF, LUTCF, CASL, Insurance and Financial Services
California State University-Los Angeles 1968 — 1972
MA, Speech Communications-Theater Arts
University of Utah 1960 — 1964
BA, Speech Communications
Bill Frye's Money Matters with Ken Moraif Experience July 2009 - Present
Job Chief Compliance Officer
Industry Financial Services
Experience
Money Matters with Ken Moraif July 2009 - Present
Skills
Risk Management, Human Resources, Management, FINRA, Compliance
Education
Texas Tech University - Rawls College of Business 1994 — 1998
Bachlor's, Business Management
Money Matters with Ken Moraif July 2009 - Present
Skills
Risk Management, Human Resources, Management, FINRA, Compliance
Education
Texas Tech University - Rawls College of Business 1994 — 1998
Bachlor's, Business Management
Aaron Hail, CFP®'s Money Matters with Ken Moraif Experience January 2013 - August 2015
Job CFP® | CEO Hail Financial | Financial Advisor | Estate | Income | IRA | Annuities | Insurance
Industry Investment Management
Experience
Hail Financial Group August 2015 - Present
Money Matters with Ken Moraif January 2013 - August 2015
North American Life Plans, LLC February 2011 - October 2012
Prospect Pros, Inc May 2002 - January 2011
KnowledgeBase Marketing January 2001 - May 2002
The Lead Agency January 2000 - December 2000
Skills
Financial Planning, Investments, Portfolio Management, Retirement, Finance, Recruiting, Wealth Management..., Retirement Planning, Analysis, Wealth Management, Estate Planning, Asset Allocation, Financial Advisory, Investment Advisory, Asset Management, Insurance
Education
Ken Zahn CFP® Course/Live Review 2010 — 2011
CERTIFIED FINANCIAL PLANNER™, Financial Planning, Pass
Baylor University - Hankamer School of Business 1995 — 1999
B.B.A, Marketing
Rockwall High School 1991 — 1995
Hail Financial Group August 2015 - Present
Money Matters with Ken Moraif January 2013 - August 2015
North American Life Plans, LLC February 2011 - October 2012
Prospect Pros, Inc May 2002 - January 2011
KnowledgeBase Marketing January 2001 - May 2002
The Lead Agency January 2000 - December 2000
Skills
Financial Planning, Investments, Portfolio Management, Retirement, Finance, Recruiting, Wealth Management..., Retirement Planning, Analysis, Wealth Management, Estate Planning, Asset Allocation, Financial Advisory, Investment Advisory, Asset Management, Insurance
Education
Ken Zahn CFP® Course/Live Review 2010 — 2011
CERTIFIED FINANCIAL PLANNER™, Financial Planning, Pass
Baylor University - Hankamer School of Business 1995 — 1999
B.B.A, Marketing
Rockwall High School 1991 — 1995
Susan Kooy Barkwell's Money Matters with Ken Moraif Experience 2013 - Present
Job Office Manager Money Matters with Ken Moraif
Industry Financial Services
Experience
Money Matters with Ken Moraif 2013 - Present
W.J. Bradley 2012 - 2013
RPI, Inc - Financial Life Planners 2008 - 2011
Merrill Lynch 2007 - 2008
Lowe Enterprises 2004 - 2007
Inland Empire Investment Associates 2002 - 2004
Hull Trading Company 1991 - 2000
Skills
Leadership, Project Management, Office Management, Event Planning, Team Leadership, Accounting, Financial Analysis, Strategic Planning, Investment..., Sales Administration, Salesforce.com, Goldmine, Financial Profiles..., Marketing Strategy, Database Administration, Operations Management, Redtail Technology, Facilities Management
Education
DePaul University
Bachelor of Science (B.S.), Finance
FINRA 1999 — 2006
Series 7 Securities License
Money Matters with Ken Moraif 2013 - Present
W.J. Bradley 2012 - 2013
RPI, Inc - Financial Life Planners 2008 - 2011
Merrill Lynch 2007 - 2008
Lowe Enterprises 2004 - 2007
Inland Empire Investment Associates 2002 - 2004
Hull Trading Company 1991 - 2000
Skills
Leadership, Project Management, Office Management, Event Planning, Team Leadership, Accounting, Financial Analysis, Strategic Planning, Investment..., Sales Administration, Salesforce.com, Goldmine, Financial Profiles..., Marketing Strategy, Database Administration, Operations Management, Redtail Technology, Facilities Management
Education
DePaul University
Bachelor of Science (B.S.), Finance
FINRA 1999 — 2006
Series 7 Securities License
Carol Mulvin's Money Matters with Ken Moraif Experience March 2014 - Present
Job Director of First Impressions Money Matters
Industry Financial Services
Experience
Money Matters with Ken Moraif March 2014 - Present
W.J. Bradley Mortgage Capital, LLC December 2012 - February 2014
The Lending Company October 2011 - December 2012
Skills
Mortgage Banking, Loans, Refinance, Residential Mortgages, Loan Origination, USDA
Education
Glendale Community College 2013 — 2016
Money Matters with Ken Moraif March 2014 - Present
W.J. Bradley Mortgage Capital, LLC December 2012 - February 2014
The Lending Company October 2011 - December 2012
Skills
Mortgage Banking, Loans, Refinance, Residential Mortgages, Loan Origination, USDA
Education
Glendale Community College 2013 — 2016