Multi-Financial Securities Corp
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Multi-Financial Securities Corp Employees
Atlantic Financial Group May 2013 - Present
Cambridge Investment Research May 2013 - Present
Medallion Financial Distributors January 2009 - Present
SMC Advisory Network, LLC December 2012 - July 2013
Multi Financial Securities Corp July 2007 - December 2012
Legacy Financial Services April 1994 - July 2007
Regan Holding Corp. January 1990 - January 1994
Skills
Business Development, Branch Management, Recruiting, Financial Planning, Financial Advisory, Retirement Income..., Asset Allocation, Investments, Insurance, 401k, 401k Rollovers, IRAs, Retirement Planning, Wealth Management, Fixed Annuities, Mutual Funds
Education
University of California, Berkeley 1983 — 1985
BA, Legal Studies
Pacific Lutheran University 1981 — 1983
Legal Studies, General
San Rafael High School 1977 — 1981
High School
NorthStar Asset Management Group Inc. April 2014 - Present
NorthStar Securities, LLC December 2011 - Present
Geneos Wealth Management August 2002 - December 2011
Multi Financial Securities Corp 1999 - 2002
American Express Financial Advisors 1997 - 1999
Skills
Series 7, Series 24, Series 63, FINRA, Securities, Compliance Procedures, Uniform Combined State..., Investments, Series 6, Retirement Planning, 401k, Investment Advisory, Portfolio Management, Hedge Funds, Fixed Annuities, Wealth Management, Financial Advisory, Retirement, Wealth Management..., Mutual Funds, Alternative Investments, Investment Strategies, Series 65, Equities
Education
Colorado State University 1991 — 1995
Bachelor of Arts, Technical Journalism, Public Relations
Telesis Financial February 2010 - Present
Centara Capital October 2005 - February 2010
Multi-Financial Securities Corp. July 1999 - October 2005
Royal Alliance Financial Services September 1997 - September 1999
Sentra Securities July 1995 - September 1997
John Hancock Financial Services October 1992 - July 1995
Skills
Estate Planning, Retirement Planning, Wealth Management, Portfolio Management, Series 7, Equities, Retirement Income, Investment Management, Cash Flow Management, Alternative Investments, Investment Advisory, Financial Planning, Insurance, Tax Planning, Financial Advisory, Financial Services, Financial Planners, Cash Flow, Strategic Financial..., Retirement, Investments, Public Speaking
Education
Queens College 1986 — 1988
Bachelor's degree, Political Science and Government
College for Financial Planning April 2013 - Present
Hovde Wealth Management February 2002 - February 2013
Lincoln Benefit Life February 2001 - February 2002
Multi-Financial Securities Corp. September 1997 - February 2001
Charles Schwab January 1997 - September 1997
Hovde & Associates, Inc. August 1991 - January 1997
Skills
Operations Management, Branch Management, Business Development, Revenue & Profit Growth, Senior Executive..., Talent Management, Development of Strategy, P&L Accountability, Investment Advisory..., Financial Analysis, Asset Managment, Wealth Management, Investment Management, Portfolio Management, Personal Financial..., Certified Financial..., Series 24, Series 7, Series 4, Investments, Equities, Options, Alternative Investments, Bonds, Mutual Funds, Insurance, Asset Management, FINRA, Financial Services
Education
University of Pennsylvania - The Wharton School 2014 — 2014
IMCA Certified Investment Mgmt Analyst Program
Colorado State University 1989 — 1992
N/A - Transferred to Metropolitan State University of Denver, Business / Marketing
Regis University 2009 — 2011
MBA, Finance & Accounting
Metropolitan State University of Denver 2005 — 2006
B.S., Accounting
Metropolitan State University of Denver 1992 — 1995
B.A., Behavioral Science
Boulder High School 1986 — 1989
Colorado Financial Planning Group, Inc. February 2010 - Present
Multi Financial Securities Corp April 2007 - February 2010
Charles Schwab November 1996 - March 2007
Invesco Ltd. May 1992 - October 1996
Skills
Retirement Planning, Financial Planning, Estate Planning, Investments, Long-term Care, Insurance, Financial Advisory, Wealth Management, Mutual Funds, Securities, Asset Management, Long Term Care, Pensions, Portfolio Management, Annuities, Asset Allocation, Retirement
Education
Colorado State University 1989 — 1991
Business
Bear Creek High School 1985 — 1989
Dynasty Advisors 2008 - Present
Dynasty Advisors LLC. December 2004 - Present
Multi Financial Securities Corp 2005 - 2008
MetLife Financial Services May 1993 - December 2004
Demarco Commodities January 1991 - January 1993
Education
City University of New York-Brooklyn College 1985 — 1989
BS degree, Business Finance-Management
LAFAYETTE H.S BROOKLYN NY 1985 — 1989
Resource Wealth Management, LLC February 2004 - Present
Protective Life February 2001 - May 2015
Geneos Wealth Management, Inc January 2004 - December 2010
Multi-Financial Securities Corp June 1998 - December 2003
Skills
Retirement Planning, Estate Planning, Financial Advisory, Wealth Management, Investment Advisory, Retirement, 401k, Mutual Funds, Investments, Financial Services, Insurance, Life Insurance, Asset Management, Securities, Strategic Financial..., IRAs, Financial Planning, Retirement Income..., Comprehensive Financial..., Legacy Wealth Planning
Education
Texas State University-San Marcos 1961 — 1963
Accounting & Business
Kyle High School 1958 — 1962
Cetera Financial Group January 2010 - Present
ING Advisors Network October 2005 - January 2010
Multi-Financial Securities Corp 2004 - 2005
United Securities Alliance February 2001 - June 2004
Skills
Certified Fraud Examiner, Securities, Risk Management, Financial Services, Series 7, FINRA, Financial Risk, Mutual Funds, Financial Analysis, Auditing
Education
University of Arkansas at Little Rock 1992 — 1996
Bachelor, Finance
Your Securities Consultants, LLC June 2011 - Present
EMG Capital, LLC June 2012 - July 2014
Summit Brokerage Services November 2010 - July 2011
Newedge Group, LLC November 2008 - November 2010
Deloitte & Touche LLP February 2006 - August 2008
Multi-Financial Securities Corp September 2003 - October 2005
AIG American General March 2000 - March 2003
Securities America (an American Express Company) 1998 - 2000
Barber & Bronson 1996 - 1997
JW CHARLES 1988 - 1992
Skills
Expert witness in..., Writing policies and..., Testing for annual BD..., Conducting independent..., Securities, FINRA, Series 7, Compliance, Investment Advisory, Mutual Funds, AML, Hedge Funds, Asset Management, Wealth Management, Series 63, Investments, Securities Regulation, Equities, Alternative Investments, Options, Portfolio Management, Insurance, Financial Services, Series 24, SEC, Risk Management, Due Diligence, Capital Markets
Education
Florida State University - College of Business 1981 — 1985
Bachelor of Science, Investment Finance
ING 2009 - 2010
ING 2008 - 2009
Multi Financial Securities Corp 2007 - 2008
Franseen Resources, Inc. 2005 - 2006
Community College of Denver 2003 - 2005
Education
Community College of Denver
Associates, Physics
University of Colorado Denver
Bachelor of Science, Mathematics
Multi Financial Securities Corp 1999 - Present
Payroll 1 February 1995 - September 1999
Education
University of Phoenix 1998 — 2000
MBA, Business Administration
Nebraska Wesleyan University 1990 — 1994
BS, Economics