Mosaic Wealth Management Group, Inc
Description
Address: 1500 Town Plaza Ct, Winter Springs, FL 32708 Phone: (407) 622-7526: : Place name: : : : Hours: Category: : Website: Website: http://www.mosaic-wealth.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question
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Mosaic Wealth Management Group, Inc Employees
Employee
Years
Job
Industry
Stephanie Trilli Stephanie Trilli's Mosaic Wealth Management Group, Inc Experience August 2013 - December 2013
Job Singer/ Dancer / Actress
Industry Entertainment
Experience
Universal Orlando May 2010 - Present
The Walt Disney Company May 2005 - Present
Norwegian Cruise Line September 2014 - March 2015
The Walt Disney Company January 2011 - November 2014
The Walt Disney Company January 2011 - November 2014
The Walt Disney Company March 2012 - May 2014
Mosaic Wealth Management Group, Inc August 2013 - December 2013
SIU Support Services April 2010 - October 2011
The Martindale Law Group October 2003 - August 2009
Skills
Entertainment, Stage, Musical Theatre, Performing Arts, Dance, Singing, Training, Teamwork, Stage Management, Public Speaking, Microsoft Office, Social Networking, People Skills, Facebook, Personal Finance, Telephone Skills, Volunteering, Organization, Quicken, Bookkeeping, Facilitators, PCLaw, Finance, Event Planning, Leadership, Theatre, Acting, Customer Service, Event Management, Microsoft Excel
Education
University of Central Florida 2012 — 2014
Bachelor's degree, Finance and Financial Management Services, GPA: 3.87 Magna Cum Laude
University of Central Florida 2003 — 2007
Bachelor of Arts (B.A.), Music
Belle Vernon Area High School 1998 — 2003
Universal Orlando May 2010 - Present
The Walt Disney Company May 2005 - Present
Norwegian Cruise Line September 2014 - March 2015
The Walt Disney Company January 2011 - November 2014
The Walt Disney Company January 2011 - November 2014
The Walt Disney Company March 2012 - May 2014
Mosaic Wealth Management Group, Inc August 2013 - December 2013
SIU Support Services April 2010 - October 2011
The Martindale Law Group October 2003 - August 2009
Skills
Entertainment, Stage, Musical Theatre, Performing Arts, Dance, Singing, Training, Teamwork, Stage Management, Public Speaking, Microsoft Office, Social Networking, People Skills, Facebook, Personal Finance, Telephone Skills, Volunteering, Organization, Quicken, Bookkeeping, Facilitators, PCLaw, Finance, Event Planning, Leadership, Theatre, Acting, Customer Service, Event Management, Microsoft Excel
Education
University of Central Florida 2012 — 2014
Bachelor's degree, Finance and Financial Management Services, GPA: 3.87 Magna Cum Laude
University of Central Florida 2003 — 2007
Bachelor of Arts (B.A.), Music
Belle Vernon Area High School 1998 — 2003
Michael DeBiase Michael DeBiase's Mosaic Wealth Management Group, Inc Experience May 2013 - August 2013
Job Multifuctional Finance Analyst Intern at Lockheed Martin/UCF
Industry Real Estate
Experience
Lockheed Martin/UCF May 2014 - Present
Inland American Communities Group, Inc. November 2012 - March 2014
Mosaic Wealth Management Group, Inc May 2013 - August 2013
Skills
Microsoft Office, Customer Service, Teamwork, English, Outlook, Time Management, Event Planning, PowerPoint, Fundraising, Microsoft Excel, Public Speaking, Event Management, Social Media, Leadership, Microsoft Word, Social Networking, Marketing, Sales, Data Entry, Facebook, Critical Thinking, Social Media Marketing, Research, Access, Market Research, Nonprofits, Recruiting, Budgets, Training, Management, Public Relations, Retail
Education
University of Central Florida - College of Business Administration 2011 — 2015
Bachelor of Science (BS), Accounting and Finance
Lockheed Martin/UCF May 2014 - Present
Inland American Communities Group, Inc. November 2012 - March 2014
Mosaic Wealth Management Group, Inc May 2013 - August 2013
Skills
Microsoft Office, Customer Service, Teamwork, English, Outlook, Time Management, Event Planning, PowerPoint, Fundraising, Microsoft Excel, Public Speaking, Event Management, Social Media, Leadership, Microsoft Word, Social Networking, Marketing, Sales, Data Entry, Facebook, Critical Thinking, Social Media Marketing, Research, Access, Market Research, Nonprofits, Recruiting, Budgets, Training, Management, Public Relations, Retail
Education
University of Central Florida - College of Business Administration 2011 — 2015
Bachelor of Science (BS), Accounting and Finance
Michael Glantz's Mosaic Wealth Management Group, Inc Experience August 2012 - December 2012
Job Merrill Lynch Financial Advisor HARP Wealth Management
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
Bank of America June 2013 - August 2014
Toojays Gourmet Deli December 2008 - January 2013
Mosaic Wealth Management Group, Inc August 2012 - December 2012
Junior Achievement of Central Florida August 2010 - November 2010
Education
University of Central Florida 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
University of Central Florida 2010 — 2012
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Valencia Community College 2008 — 2010
Associates of Arts Degree, General Business
Merrill Lynch July 2014 - Present
Bank of America June 2013 - August 2014
Toojays Gourmet Deli December 2008 - January 2013
Mosaic Wealth Management Group, Inc August 2012 - December 2012
Junior Achievement of Central Florida August 2010 - November 2010
Education
University of Central Florida 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
University of Central Florida 2010 — 2012
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Valencia Community College 2008 — 2010
Associates of Arts Degree, General Business
Nick Verola's Mosaic Wealth Management Group, Inc Experience 2011 - 2011
Job Real Estate Sales Associate at Billero and Billero
Industry Media Production
Experience
Verola Studio December 2011 - Present
Billero and Billero 2012 - 2014
US Restoration Company 2012 - 2012
Mosaic Wealth Management Group, Inc 2011 - 2011
Skills
Marketing, Finance, Sales, Customer Service, Social Media Marketing, Advertising, Project Management, Photoshop, Social Networking, Business Development, Video Editing, Video Production
Education
University of Central Florida 2007 — 2011
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Verola Studio December 2011 - Present
Billero and Billero 2012 - 2014
US Restoration Company 2012 - 2012
Mosaic Wealth Management Group, Inc 2011 - 2011
Skills
Marketing, Finance, Sales, Customer Service, Social Media Marketing, Advertising, Project Management, Photoshop, Social Networking, Business Development, Video Editing, Video Production
Education
University of Central Florida 2007 — 2011
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Christopher Garcia, MBA Christopher Garcia, MBA's Mosaic Wealth Management Group, Inc Experience August 2013 - Present
Job Planning Associate at Mosaic Wealth Management Group, Inc
Industry Financial Services
Experience
Mosaic Wealth Management Group, Inc August 2013 - Present
UCF College of Business January 2013 - August 2013
Mosaic Wealth Management Group, Inc August 2011 - December 2011
Window Classics, Corporation September 2009 - August 2011
Family Wealth Partners June 2010 - August 2010
Skills
MS Office Suite, Team Leadership, Investments, Financial Planning, Accounting, Spreadsheets, Finance, Strategic Financial..., Microsoft Excel, Valuation, Microsoft Office, Financial Analysis, Analysis, Project Planning, Strategy, Financial Advisory, Leadership, Customer Service, Financial Modeling, Asset Allocation, Wealth Management, Estate Planning, Portfolio Management, Mutual Funds, Life Insurance, Risk Management
Education
University of Central Florida - College of Business Administration 2012 — 2013
Master of Business Administration (MBA)
University of Central Florida - College of Business Administration 2008 — 2012
BSBA, Finance
Mosaic Wealth Management Group, Inc August 2013 - Present
UCF College of Business January 2013 - August 2013
Mosaic Wealth Management Group, Inc August 2011 - December 2011
Window Classics, Corporation September 2009 - August 2011
Family Wealth Partners June 2010 - August 2010
Skills
MS Office Suite, Team Leadership, Investments, Financial Planning, Accounting, Spreadsheets, Finance, Strategic Financial..., Microsoft Excel, Valuation, Microsoft Office, Financial Analysis, Analysis, Project Planning, Strategy, Financial Advisory, Leadership, Customer Service, Financial Modeling, Asset Allocation, Wealth Management, Estate Planning, Portfolio Management, Mutual Funds, Life Insurance, Risk Management
Education
University of Central Florida - College of Business Administration 2012 — 2013
Master of Business Administration (MBA)
University of Central Florida - College of Business Administration 2008 — 2012
BSBA, Finance
Cameron Jessee Cameron Jessee's Mosaic Wealth Management Group, Inc Experience August 2012 - December 2012
Job Business Administrator/Sales at Winning Edge Marketing
Industry Financial Services
Experience
Winning Edge Marketing November 2013 - Present
Finance @ A Glantz March 2013 - June 2014
Valencia College September 2009 - May 2013
Mosaic Wealth Management Group, Inc August 2012 - December 2012
CCU inc. June 2012 - July 2012
Skills
Strategic Planning, Sales, CRM, Customer Service, Analysis, Access, Research, Finance, Retirement Planning, Facebook, Investments, Networking, Sales Operations, Microsoft Office, PowerPoint, Troubleshooting, Asset Allocation, Microsoft Excel, Financial Analysis, Microsoft Word
Education
Miami Dade College 2015 — 2015
Fire Fighter Minimum standards
American Medical Acadamy 2014 — 2014
Emergency Medical Technology/Technician (EMT Paramedic)
University of Central Florida 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, 3.62
Valencia College 2009 — 2011
General Associates of Arts
Winning Edge Marketing November 2013 - Present
Finance @ A Glantz March 2013 - June 2014
Valencia College September 2009 - May 2013
Mosaic Wealth Management Group, Inc August 2012 - December 2012
CCU inc. June 2012 - July 2012
Skills
Strategic Planning, Sales, CRM, Customer Service, Analysis, Access, Research, Finance, Retirement Planning, Facebook, Investments, Networking, Sales Operations, Microsoft Office, PowerPoint, Troubleshooting, Asset Allocation, Microsoft Excel, Financial Analysis, Microsoft Word
Education
Miami Dade College 2015 — 2015
Fire Fighter Minimum standards
American Medical Acadamy 2014 — 2014
Emergency Medical Technology/Technician (EMT Paramedic)
University of Central Florida 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, 3.62
Valencia College 2009 — 2011
General Associates of Arts
Matthew Marcoux Matthew Marcoux's Mosaic Wealth Management Group, Inc Experience May 2002 - Present
Job CFP®
Industry Financial Services
Experience
Mosaic Wealth Management Group, Inc May 2002 - Present
UCF Foundation August 1998 - May 2002
Skills
Investments, Retirement Planning, Financial Planners, Financial Analysis, Strategic Financial..., Estate Planning, Accounting, Mutual Funds, Financial Modeling, Equity Research, Portfolio Management, Microsoft Excel, Wealth Management, Asset Allocation, Valuation
Education
University of Central Florida - College of Business Administration 1998 — 2002
Finance
Nova Highschool 1995 — 1998
Mosaic Wealth Management Group, Inc May 2002 - Present
UCF Foundation August 1998 - May 2002
Skills
Investments, Retirement Planning, Financial Planners, Financial Analysis, Strategic Financial..., Estate Planning, Accounting, Mutual Funds, Financial Modeling, Equity Research, Portfolio Management, Microsoft Excel, Wealth Management, Asset Allocation, Valuation
Education
University of Central Florida - College of Business Administration 1998 — 2002
Finance
Nova Highschool 1995 — 1998
Marc Sola Lopez's Mosaic Wealth Management Group, Inc Experience May 2014 - July 2014
Job Associate at Triloma
Industry Financial Services
Experience
Triloma September 2015 - Present
Mosaic Wealth Management Group, Inc May 2014 - July 2014
Professional Basketball Player August 2002 - May 2012
Skills
Leadership, Microsoft Office, Social Media, Social Networking, Microsoft Excel, Finance, Project Management, Strategic Planning, Business Strategy, Teamwork
Education
Florida Institute of Technology 2011 — 2015
Bachelor’s Degree, Business Administration and Management, General, GPA 3.62
Triloma September 2015 - Present
Mosaic Wealth Management Group, Inc May 2014 - July 2014
Professional Basketball Player August 2002 - May 2012
Skills
Leadership, Microsoft Office, Social Media, Social Networking, Microsoft Excel, Finance, Project Management, Strategic Planning, Business Strategy, Teamwork
Education
Florida Institute of Technology 2011 — 2015
Bachelor’s Degree, Business Administration and Management, General, GPA 3.62
Naje Mckain's Mosaic Wealth Management Group, Inc Experience August 2014 - December 2014
Job Finance Intern at Mosaic Wealth Management Group, Inc
Industry Wireless
Experience
Verizon January 2015 - Present
Publix June 2007 - Present
Mosaic Wealth Management Group, Inc August 2014 - December 2014
Verizon Wireless June 2014 - July 2014
Bristol West Insurance Group November 2012 - May 2013
Skills
Cashiering, Retail Sales, Customer Service, Time Management, Customer Satisfaction, Data Entry, Merchandising, Loss Prevention, Telephone Skills, Pricing, Data Analysis, Leadership, Presentations, Financial Analysis, Sales, Finance
Education
University of Central Florida 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Verizon January 2015 - Present
Publix June 2007 - Present
Mosaic Wealth Management Group, Inc August 2014 - December 2014
Verizon Wireless June 2014 - July 2014
Bristol West Insurance Group November 2012 - May 2013
Skills
Cashiering, Retail Sales, Customer Service, Time Management, Customer Satisfaction, Data Entry, Merchandising, Loss Prevention, Telephone Skills, Pricing, Data Analysis, Leadership, Presentations, Financial Analysis, Sales, Finance
Education
University of Central Florida 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Bertram O'Neill's Mosaic Wealth Management Group, Inc Experience September 2010 - December 2010
Job Operations Analyst
Industry Financial Services
Experience
BPU Investment Management, Inc. January 2013 - July 2014
Berg Steel Pipe Corp August 2011 - July 2012
Mosaic Wealth Management Group, Inc September 2010 - December 2010
On Target Web Solutions, Inc. August 2010 - September 2010
Bove Jewelers June 2003 - August 2005
Skills
Bloomberg Terminal, Financial Analysis, SEO, Marketing Research, Financial Modeling, Marketing Strategy, Fidelity, Morningstar, Morningstar Office, Finance, Entrepreneurship, Customer Service
Education
Rollins College - Crummer Graduate School of Business 2010 — 2011
MBA; Graduate School, Finance and Marketing Concentration; Business
Stetson University 2005 — 2009
BS, Psychology
BPU Investment Management, Inc. January 2013 - July 2014
Berg Steel Pipe Corp August 2011 - July 2012
Mosaic Wealth Management Group, Inc September 2010 - December 2010
On Target Web Solutions, Inc. August 2010 - September 2010
Bove Jewelers June 2003 - August 2005
Skills
Bloomberg Terminal, Financial Analysis, SEO, Marketing Research, Financial Modeling, Marketing Strategy, Fidelity, Morningstar, Morningstar Office, Finance, Entrepreneurship, Customer Service
Education
Rollins College - Crummer Graduate School of Business 2010 — 2011
MBA; Graduate School, Finance and Marketing Concentration; Business
Stetson University 2005 — 2009
BS, Psychology
Ron Shirley Ron Shirley's Mosaic Wealth Management Group, Inc Experience January 2013 - April 2013
Job Cost Control MultiFunctional Financial Analyst at Lockheed Martin
Industry Financial Services
Experience
Lockheed Martin January 2015 - Present
Mosaic Wealth Management Group, Inc January 2013 - April 2013
Skills
Microsoft Excel, Investments, Valuation, Microsoft Word, PowerPoint, Customer Service, Teamwork, Event Planning, Financial Modeling, Financial Analysis, Accounting, Microsoft Office, Time Management, QuickBooks, Economics, Leadership, Access, Social Networking, Team Leadership, Data Analysis, Entrepreneurship, Finance, Market Research, Critical Thinking, Public Speaking, Data Entry, Research
Education
University of Central Florida 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
St. Petersburg College 2010 — 2012
Associate of Arts (AA), Business Administration and Management, General
Lockheed Martin January 2015 - Present
Mosaic Wealth Management Group, Inc January 2013 - April 2013
Skills
Microsoft Excel, Investments, Valuation, Microsoft Word, PowerPoint, Customer Service, Teamwork, Event Planning, Financial Modeling, Financial Analysis, Accounting, Microsoft Office, Time Management, QuickBooks, Economics, Leadership, Access, Social Networking, Team Leadership, Data Analysis, Entrepreneurship, Finance, Market Research, Critical Thinking, Public Speaking, Data Entry, Research
Education
University of Central Florida 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
St. Petersburg College 2010 — 2012
Associate of Arts (AA), Business Administration and Management, General
Jorge Londono Jorge Londono's Mosaic Wealth Management Group, Inc Experience August 2014 - November 2014
Job Finance Intern at Verizon
Industry Financial Services
Experience
ALPFA, Inc. — Empowering Latino Leaders April 2015 - Present
Verizon June 2015 - August 2015
CollaborativeWEALTH April 2015 - June 2015
CFE Federal Credit Union December 2014 - December 2014
Mosaic Wealth Management Group, Inc August 2014 - November 2014
EXPRESS October 2013 - October 2014
New Hope for Kids January 2014 - April 2014
Skills
Finance, Microsoft Office, Microsoft Excel, Teamwork, Leadership, Financial Analysis, Portfolio Management, Financial Markets, Investment Strategies, Investment Banking, Wealth Management, Investments, Research, Social Networking
Education
University of Central Florida 2013 — 2016
Bachelor of Science in Business Administration (B.S.B.A.), Finance, 3.5
Florida State University 2011 — 2013
Associate of Arts (A.A.), General Studies
ALPFA, Inc. — Empowering Latino Leaders April 2015 - Present
Verizon June 2015 - August 2015
CollaborativeWEALTH April 2015 - June 2015
CFE Federal Credit Union December 2014 - December 2014
Mosaic Wealth Management Group, Inc August 2014 - November 2014
EXPRESS October 2013 - October 2014
New Hope for Kids January 2014 - April 2014
Skills
Finance, Microsoft Office, Microsoft Excel, Teamwork, Leadership, Financial Analysis, Portfolio Management, Financial Markets, Investment Strategies, Investment Banking, Wealth Management, Investments, Research, Social Networking
Education
University of Central Florida 2013 — 2016
Bachelor of Science in Business Administration (B.S.B.A.), Finance, 3.5
Florida State University 2011 — 2013
Associate of Arts (A.A.), General Studies
Devin McCreary's Mosaic Wealth Management Group, Inc Experience May 2013 - August 2013
Job Servicing Support at FBC Mortgage LLC
Industry Financial Services
Experience
FBC Mortgage LLC October 2014 - Present
Ameriprise Financial Services, Inc. May 2015 - August 2015
FBC Mortgage LLC September 2013 - October 2014
Mosaic Wealth Management Group, Inc May 2013 - August 2013
ETourandTravel, Inc. November 2012 - August 2013
U-Haul International, Inc. July 2011 - November 2012
Faith Assembly of God July 2010 - July 2011
Skills
Finance, Outlook, Mortgage Lending, Loans, Microsoft Excel, Budgets, Sales, Microsoft Office, Microsoft Word, Investments, Wealth Management, Windows, Public Speaking, Teamwork
Education
Rollins College - Crummer Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Management
Rollins College 2011 — 2015
Bachelor’s Degree, Economics, 3.6 (Cum Laude)
FBC Mortgage LLC October 2014 - Present
Ameriprise Financial Services, Inc. May 2015 - August 2015
FBC Mortgage LLC September 2013 - October 2014
Mosaic Wealth Management Group, Inc May 2013 - August 2013
ETourandTravel, Inc. November 2012 - August 2013
U-Haul International, Inc. July 2011 - November 2012
Faith Assembly of God July 2010 - July 2011
Skills
Finance, Outlook, Mortgage Lending, Loans, Microsoft Excel, Budgets, Sales, Microsoft Office, Microsoft Word, Investments, Wealth Management, Windows, Public Speaking, Teamwork
Education
Rollins College - Crummer Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Management
Rollins College 2011 — 2015
Bachelor’s Degree, Economics, 3.6 (Cum Laude)
Nicholas Sproul Nicholas Sproul's Mosaic Wealth Management Group, Inc Experience June 2013 - September 2014
Job Student at Seattle Pacific University
Industry
Experience
Mosaic Wealth Management Group, Inc June 2013 - September 2014
Greenwood Elementary School January 2014 - March 2014
TRIP Linhas Aereas S/A March 2013 - March 2013
Skills
Microsoft Office, Microsoft Excel, Customer Service, Teamwork, Microsoft Word, Time Management, Concrete, Management, Marketing, Construction
Education
Seattle Pacific University 2013 — 2017
Bachelor’s Degree, Business Administration, Sophomore
Seattle Pacific University
Bachelor of Arts, Business Administration; Accounting, Economics, Statistics, and Business Administration, Sophomore
Mosaic Wealth Management Group, Inc June 2013 - September 2014
Greenwood Elementary School January 2014 - March 2014
TRIP Linhas Aereas S/A March 2013 - March 2013
Skills
Microsoft Office, Microsoft Excel, Customer Service, Teamwork, Microsoft Word, Time Management, Concrete, Management, Marketing, Construction
Education
Seattle Pacific University 2013 — 2017
Bachelor’s Degree, Business Administration, Sophomore
Seattle Pacific University
Bachelor of Arts, Business Administration; Accounting, Economics, Statistics, and Business Administration, Sophomore
Joshua Marin's Mosaic Wealth Management Group, Inc Experience January 2015 - May 2015
Job Intern at Mosaic Wealth Management Group, Inc
Industry Financial Services
Experience
Xilantro - Fine Mexican Cuisine and Tequila Bar May 2012 - Present
Mosaic Wealth Management Group, Inc January 2015 - May 2015
Financial Management Association August 2014 - May 2015
Young Investors Club August 2014 - May 2015
Bluestone Capital Management December 2014 - January 2015
Lambda Chi Alpha December 2013 - December 2014
El Sarapes - Fine Mexican Cuisine and Tequila Bar June 2009 - April 2011
Skills
Prioritize Workload, Capital Markets, Microsoft Excel, Vlookup, Sumif, Team Management, Time Management, Customer Service, Microsoft Word, PowerPoint
Education
University of Central Florida 2011 — 2015
Bachelor’s Degree, Dual Major: Finance & Management, 3.53
Xilantro - Fine Mexican Cuisine and Tequila Bar May 2012 - Present
Mosaic Wealth Management Group, Inc January 2015 - May 2015
Financial Management Association August 2014 - May 2015
Young Investors Club August 2014 - May 2015
Bluestone Capital Management December 2014 - January 2015
Lambda Chi Alpha December 2013 - December 2014
El Sarapes - Fine Mexican Cuisine and Tequila Bar June 2009 - April 2011
Skills
Prioritize Workload, Capital Markets, Microsoft Excel, Vlookup, Sumif, Team Management, Time Management, Customer Service, Microsoft Word, PowerPoint
Education
University of Central Florida 2011 — 2015
Bachelor’s Degree, Dual Major: Finance & Management, 3.53
Michael Opalinski's Mosaic Wealth Management Group, Inc Experience May 2014 - August 2014
Job Candidate for Bachelor of Arts in International Business
Industry Higher Education
Experience
Mosaic Wealth Management Group, Inc May 2014 - August 2014
Lakeside Management Partners May 2014 - August 2014
Urbanatomy August 2013 - December 2013
Rollins College Shanghai Study Abroad Program August 2013 - December 2013
Plymouth Country Club May 2012 - August 2012
Skills
Market Research, Financial Analysis, Investments, Time Management, Sales, PowerPoint, Training, Creative Problem Solving, Financial Services, Highly motivated..., Customer Satisfaction, Microsoft Word, Microsoft Excel, Project Management, Microsoft Office, Public Speaking
Education
Rollins College 2011 — 2015
Bachelor’s Degree, International Business, 3.2
Williston Nothampton School 2009 — 2011
Eaglebrook School 2005 — 2009
Mosaic Wealth Management Group, Inc May 2014 - August 2014
Lakeside Management Partners May 2014 - August 2014
Urbanatomy August 2013 - December 2013
Rollins College Shanghai Study Abroad Program August 2013 - December 2013
Plymouth Country Club May 2012 - August 2012
Skills
Market Research, Financial Analysis, Investments, Time Management, Sales, PowerPoint, Training, Creative Problem Solving, Financial Services, Highly motivated..., Customer Satisfaction, Microsoft Word, Microsoft Excel, Project Management, Microsoft Office, Public Speaking
Education
Rollins College 2011 — 2015
Bachelor’s Degree, International Business, 3.2
Williston Nothampton School 2009 — 2011
Eaglebrook School 2005 — 2009
Jason Willis Jason Willis's Mosaic Wealth Management Group, Inc Experience August 2011 - December 2011
Job Senior Investment Analyst, Total Return Swap Services, Series 7, 66
Industry Financial Services
Experience
The Newport Group December 2011 - Present
Alpha Kappa Psi - Central Florida Alumni Chapter March 2012 - December 2013
Mosaic Wealth Management Group, Inc August 2011 - December 2011
Zimmerman, Kiser & Sutcliffe, P.A. November 2006 - March 2011
Skills
Series 7, Asset Allocation, Macro-Economic Analysis, Microsoft Excel, Qualitative Research, Qualitative Market..., Microsoft PowerPoint, Microsoft Office, Mutual Fund Analysis, Financial Analysis, Portfolio Management, 401K Analysis, Mutual Funds, PowerPoint, Creative Writing, Microsoft Word, Leadership, Customer Service, Series 66, Uniform Combined State..., Management, Investments, Analysis, Customer Satisfaction, Investment Advisory, Project Management, Finance, Accounting, Time Management, Retirement Planning, Wealth Management, Access, Financial Advisory, Strategic Financial..., Risk Management, Financial Modeling, Insurance, Financial Services, Banking, Equities, 401k, Data Analysis, Economics, Valuation, Investment Strategies, Asset Management, Equity Research, Financial Reporting, Corporate Finance, Outlook
Education
University of Central Florida - College of Business Administration 2005 — 2011
B.S., Finance
The Newport Group December 2011 - Present
Alpha Kappa Psi - Central Florida Alumni Chapter March 2012 - December 2013
Mosaic Wealth Management Group, Inc August 2011 - December 2011
Zimmerman, Kiser & Sutcliffe, P.A. November 2006 - March 2011
Skills
Series 7, Asset Allocation, Macro-Economic Analysis, Microsoft Excel, Qualitative Research, Qualitative Market..., Microsoft PowerPoint, Microsoft Office, Mutual Fund Analysis, Financial Analysis, Portfolio Management, 401K Analysis, Mutual Funds, PowerPoint, Creative Writing, Microsoft Word, Leadership, Customer Service, Series 66, Uniform Combined State..., Management, Investments, Analysis, Customer Satisfaction, Investment Advisory, Project Management, Finance, Accounting, Time Management, Retirement Planning, Wealth Management, Access, Financial Advisory, Strategic Financial..., Risk Management, Financial Modeling, Insurance, Financial Services, Banking, Equities, 401k, Data Analysis, Economics, Valuation, Investment Strategies, Asset Management, Equity Research, Financial Reporting, Corporate Finance, Outlook
Education
University of Central Florida - College of Business Administration 2005 — 2011
B.S., Finance
David Velandia's Mosaic Wealth Management Group, Inc Experience January 2015 - April 2015
Job Lead Recovery Associate at Macy's
Industry Financial Services
Experience
Macy's March 2015 - Present
Mosaic Wealth Management Group, Inc January 2015 - April 2015
TUMI November 2014 - January 2015
Walgreens February 2014 - September 2014
Macy's February 2011 - September 2013
Skills
Customer Service, Teamwork, Social Media, Microsoft Office, Microsoft Excel, Business Strategy, Business Analysis, Business Planning, Business Development, Budgets, Microsoft Word, PowerPoint, Research, Photoshop, Public Speaking, English
Education
University of Central Florida 2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Valencia College 2010 — 2013
Associate of Arts (A.A.), Business Administration and Management, General
Macy's March 2015 - Present
Mosaic Wealth Management Group, Inc January 2015 - April 2015
TUMI November 2014 - January 2015
Walgreens February 2014 - September 2014
Macy's February 2011 - September 2013
Skills
Customer Service, Teamwork, Social Media, Microsoft Office, Microsoft Excel, Business Strategy, Business Analysis, Business Planning, Business Development, Budgets, Microsoft Word, PowerPoint, Research, Photoshop, Public Speaking, English
Education
University of Central Florida 2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Valencia College 2010 — 2013
Associate of Arts (A.A.), Business Administration and Management, General
Adam M Cherkin's Mosaic Wealth Management Group, Inc Experience August 2010 - January 2011
Job
Industry Utilities
Experience
Solar Maximum LLC - NY April 2015 - Present
Infinity Solar Systems February 2014 - April 2015
Merrill Lynch January 2012 - March 2013
Mosaic Wealth Management Group, Inc August 2010 - January 2011
Skills
Series 7, Investments, Investment Management, Microsoft Excel, Strategic Financial..., Asset Allocation, Uniform Combined State..., Wealth Management, Investment Advisory, Series 63, Investment Strategies, Equities, Finance, Fixed Income, Portfolio Management, Financial Planning, Sales, Securities
Education
University of Central Florida 2005 — 2009
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Solar Maximum LLC - NY April 2015 - Present
Infinity Solar Systems February 2014 - April 2015
Merrill Lynch January 2012 - March 2013
Mosaic Wealth Management Group, Inc August 2010 - January 2011
Skills
Series 7, Investments, Investment Management, Microsoft Excel, Strategic Financial..., Asset Allocation, Uniform Combined State..., Wealth Management, Investment Advisory, Series 63, Investment Strategies, Equities, Finance, Fixed Income, Portfolio Management, Financial Planning, Sales, Securities
Education
University of Central Florida 2005 — 2009
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Heath Standorf's Mosaic Wealth Management Group, Inc Experience August 2009 - December 2009
Job Financial Planner at Goldman Sachs Family Office
Industry Financial Services
Experience
Ayco, a Goldman Sachs Company April 2013 - Present
Untracht Early LLC August 2012 - April 2013
Untracht Early LLC January 2010 - August 2012
Mosaic Wealth Management Group, Inc August 2009 - December 2009
Skills
Tax Planning, Tax Preparation, Tax, Income Tax, Financial Planning, Estate Planning, Partnership Taxation, Tax Returns, Accounting, Financial Reporting, QuickBooks, Bank Reconciliation, Bookkeeping, Account Reconciliation, Financial Analysis, Trusts, Microsoft Excel, ProSystem fx Tax, CCH Intelliconnect
Education
University of Central Florida 2009 — 2010
Master of Science (M.S.), Accounting
University of Central Florida 2006 — 2009
Bachelor of Science (B.S.), Accounting
Ayco, a Goldman Sachs Company April 2013 - Present
Untracht Early LLC August 2012 - April 2013
Untracht Early LLC January 2010 - August 2012
Mosaic Wealth Management Group, Inc August 2009 - December 2009
Skills
Tax Planning, Tax Preparation, Tax, Income Tax, Financial Planning, Estate Planning, Partnership Taxation, Tax Returns, Accounting, Financial Reporting, QuickBooks, Bank Reconciliation, Bookkeeping, Account Reconciliation, Financial Analysis, Trusts, Microsoft Excel, ProSystem fx Tax, CCH Intelliconnect
Education
University of Central Florida 2009 — 2010
Master of Science (M.S.), Accounting
University of Central Florida 2006 — 2009
Bachelor of Science (B.S.), Accounting