Multi-Financial Securities Corporation
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Multi-Financial Securities Corporation Employees
Employee
Years
Job
Industry
Brent Gardner CLU ChFC Brent Gardner CLU ChFC's Multi-Financial Securities Corporation Experience January 2002 - December 2002
Job Life insurance agent, entrepreneur, freedom evangelist, raconteur.
Industry Insurance
Experience
Life Solutions, Inc. January 1997 - Present
National Association of Conservative Life Underwriters October 2009 - Present
City of Ford October 2009 - October 2010
Multi-Financial Securities Corporation January 2002 - December 2002
United Planners Financial Services of America March 1997 - October 2001
General American Life January 1996 - January 1997
Principal Financial Group May 1991 - January 1996
Skills
Prospecting, Marketing, Sales, Communication, Blogging, Disability Insurance, Pensions, Annuities, Life Insurance, Personal Financial..., Writing, Negotiation, Prospecting for New..., Business Coaching, Business Planning, Estate Planning, Retirement Planning, Qualified Retirement..., Premium Financing, Fixed Annuities, Qualifying Prospects, Financial Planners, Employee Benefits, Mutual Funds, Financial Advisory, Strategic Financial..., Term Life Insurance, Strategic Planning, Small Business, Critical Illness, Retirement, Long Term Care Insurance, Health Insurance, New Business Development, 401k, Wealth, Securities, Medicare, Sales Management, Long-term Care, Wealth Management, Direct Sales, Succession Planning, Financial Services, IRAs, Deal Closure, Insurance, Brokers, Whole Life, Underwriting
Education
The American College 1999 — 2006
Professional Designations
Kansas State University 1988 — 1992
Bachelor of Science
Andover High School 1984 — 1988
Life Solutions, Inc. January 1997 - Present
National Association of Conservative Life Underwriters October 2009 - Present
City of Ford October 2009 - October 2010
Multi-Financial Securities Corporation January 2002 - December 2002
United Planners Financial Services of America March 1997 - October 2001
General American Life January 1996 - January 1997
Principal Financial Group May 1991 - January 1996
Skills
Prospecting, Marketing, Sales, Communication, Blogging, Disability Insurance, Pensions, Annuities, Life Insurance, Personal Financial..., Writing, Negotiation, Prospecting for New..., Business Coaching, Business Planning, Estate Planning, Retirement Planning, Qualified Retirement..., Premium Financing, Fixed Annuities, Qualifying Prospects, Financial Planners, Employee Benefits, Mutual Funds, Financial Advisory, Strategic Financial..., Term Life Insurance, Strategic Planning, Small Business, Critical Illness, Retirement, Long Term Care Insurance, Health Insurance, New Business Development, 401k, Wealth, Securities, Medicare, Sales Management, Long-term Care, Wealth Management, Direct Sales, Succession Planning, Financial Services, IRAs, Deal Closure, Insurance, Brokers, Whole Life, Underwriting
Education
The American College 1999 — 2006
Professional Designations
Kansas State University 1988 — 1992
Bachelor of Science
Andover High School 1984 — 1988
Cheri Milam Roman Cheri Milam Roman's Multi-Financial Securities Corporation Experience February 1996 - August 2005
Job Agency Owner/President, Roman Agency, Inc., an exclusive ALLSTATE agency
Industry Insurance
Experience
Roman Agency, Inc., an exclusive Allstate agency January 2011 - Present
Self Employed Musician July 2002 - Present
Del Mar College August 2009 - September 2010
Stifel Nicolaus/Wachovia Securities/A.G. Edwards July 2007 - October 2009
Multi-Financial Securities Corporation February 1996 - August 2005
A.G. Edwards & Sons, Inc. June 1994 - January 1996
Merrill Lynch February 1988 - June 1994
Skills
Public Speaking, Investments, Customer Service, Insurance, Stocks, Mutual Funds, Marketing, Investment Advisory, Music, Portfolio Management, Leadership, Employee Benefits, Social Media Marketing
Education
Jakarta International School
Texas A&M University-Corpus Christi
M.B.A., Marketing
The University of Texas at Austin
B.S., Education, ENGLISH
Roman Agency, Inc., an exclusive Allstate agency January 2011 - Present
Self Employed Musician July 2002 - Present
Del Mar College August 2009 - September 2010
Stifel Nicolaus/Wachovia Securities/A.G. Edwards July 2007 - October 2009
Multi-Financial Securities Corporation February 1996 - August 2005
A.G. Edwards & Sons, Inc. June 1994 - January 1996
Merrill Lynch February 1988 - June 1994
Skills
Public Speaking, Investments, Customer Service, Insurance, Stocks, Mutual Funds, Marketing, Investment Advisory, Music, Portfolio Management, Leadership, Employee Benefits, Social Media Marketing
Education
Jakarta International School
Texas A&M University-Corpus Christi
M.B.A., Marketing
The University of Texas at Austin
B.S., Education, ENGLISH
Monica Jagiella Monica Jagiella's Multi-Financial Securities Corporation Experience February 2011 - December 2013
Job SeniorTax Advisor/Tax ExpertRetirement/Instructor at H & R Block
Industry Financial Services
Experience
H & R Block January 2013 - Present
Multi Financial Securities Corporation February 2011 - December 2013
Smith Barney, Citigroup September 1996 - March 2009
Illinois Central College September 1999 - March 2001
Skills
Investments, Retirement Planning, Strategic Planning, Portfolio Management, Strategic Financial..., Mutual Funds, Finance, Public Relations, Investment Strategies, Wealth Management, Insurance, Estate Planning, Microsoft Office, Retirement, Financial Advisory, Recruiting, Forecasting, Securities, Financial Services, Small Business, Life Insurance
Education
Purdue University Calumet 1992 — 1996
Bachelor's Degree, Finance Management
Purdue University
Bachelor of Science Degree, Business/Finance Management; Domestic&International Business, Management, Finance&Accounting
H & R Block January 2013 - Present
Multi Financial Securities Corporation February 2011 - December 2013
Smith Barney, Citigroup September 1996 - March 2009
Illinois Central College September 1999 - March 2001
Skills
Investments, Retirement Planning, Strategic Planning, Portfolio Management, Strategic Financial..., Mutual Funds, Finance, Public Relations, Investment Strategies, Wealth Management, Insurance, Estate Planning, Microsoft Office, Retirement, Financial Advisory, Recruiting, Forecasting, Securities, Financial Services, Small Business, Life Insurance
Education
Purdue University Calumet 1992 — 1996
Bachelor's Degree, Finance Management
Purdue University
Bachelor of Science Degree, Business/Finance Management; Domestic&International Business, Management, Finance&Accounting
Nicholas McEvoy Nicholas McEvoy's Multi-Financial Securities Corporation Experience May 2009 - August 2009
Job HR Specialist at Mutual of Omaha
Industry Human Resources
Experience
Mutual of Omaha March 2014 - Present
Dardis Academy September 2013 - March 2014
Tagge Rutherford January 2013 - July 2013
Diversified Solutions May 2012 - October 2012
Hirease Inc. January 2011 - May 2011
Multi-Financial Securities Corporation May 2009 - August 2009
Skills
Recruiting, Presentations, IT Recruitment, Marketing, Microsoft Office, New Business Development, Social Media, PowerPoint, Marketing Communications, Research, Microsoft Word, Customer Service, Business Strategy, Facebook, Salesforce.com, Sales, Human Resources, Process Improvement, Business Development, Time Management, Leadership, Microsoft Excel
Education
Creighton University's Heider College of Business 2008 — 2012
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Regis Jesuit High School 2004 — 2008
Mutual of Omaha March 2014 - Present
Dardis Academy September 2013 - March 2014
Tagge Rutherford January 2013 - July 2013
Diversified Solutions May 2012 - October 2012
Hirease Inc. January 2011 - May 2011
Multi-Financial Securities Corporation May 2009 - August 2009
Skills
Recruiting, Presentations, IT Recruitment, Marketing, Microsoft Office, New Business Development, Social Media, PowerPoint, Marketing Communications, Research, Microsoft Word, Customer Service, Business Strategy, Facebook, Salesforce.com, Sales, Human Resources, Process Improvement, Business Development, Time Management, Leadership, Microsoft Excel
Education
Creighton University's Heider College of Business 2008 — 2012
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Regis Jesuit High School 2004 — 2008
Richard Carver Richard Carver's Multi-Financial Securities Corporation Experience February 2004 - August 2007
Job Financial Advisor at Cetera Advisors LLC
Industry Financial Services
Experience
Cetera Advisors LLC November 2009 - Present
Merrill Lynch August 2007 - November 2009
Multi-Financial Securities Corporation February 2004 - August 2007
Aflac October 2002 - February 2004
HOK 2000 - October 2002
Land Plus 1998 - 2000
Skills
Wealth Management, Investments, Investment Advisory, Personal Financial..., Retirement Planning, College Education..., Life Insurance
Education
The University of Georgia 1994 — 1998
Bachelor of Landscape Architecture
Kennesaw State University 1993 — 1994
Lee University 1992 — 1993
Mount Paran Christian School 1988 — 1992
Cetera Advisors LLC November 2009 - Present
Merrill Lynch August 2007 - November 2009
Multi-Financial Securities Corporation February 2004 - August 2007
Aflac October 2002 - February 2004
HOK 2000 - October 2002
Land Plus 1998 - 2000
Skills
Wealth Management, Investments, Investment Advisory, Personal Financial..., Retirement Planning, College Education..., Life Insurance
Education
The University of Georgia 1994 — 1998
Bachelor of Landscape Architecture
Kennesaw State University 1993 — 1994
Lee University 1992 — 1993
Mount Paran Christian School 1988 — 1992
Richard Dunstan Richard Dunstan's Multi-Financial Securities Corporation Experience August 2002 - January 2008
Job VP Compliance & Risk Control at LPL
Industry Financial Services
Experience
LPL Financial February 2008 - Present
Multi-Financial Securities Corporation August 2002 - January 2008
IFG Network Securities, Inc February 1996 - April 2002
Skills
Securities, Compliance, Series 7, Securities Regulation, Auditing, Mutual Funds, Asset Management, Investments, Customer Relations, Investment Advisory, Risk Management, AML, Licensing, Microsoft Office, Excel, Coaching, Securities Law, Client Service, Word, FINRA, Series 24, Series 63, Equities, Risk, Financial Services, Broker-Dealer, Wealth Management, Series 65, Retirement Planning, ETFs, Asset Allocation, Investment Management, Anti Money Laundering, Customer Service
Education
University of Florida
BA
LPL Financial February 2008 - Present
Multi-Financial Securities Corporation August 2002 - January 2008
IFG Network Securities, Inc February 1996 - April 2002
Skills
Securities, Compliance, Series 7, Securities Regulation, Auditing, Mutual Funds, Asset Management, Investments, Customer Relations, Investment Advisory, Risk Management, AML, Licensing, Microsoft Office, Excel, Coaching, Securities Law, Client Service, Word, FINRA, Series 24, Series 63, Equities, Risk, Financial Services, Broker-Dealer, Wealth Management, Series 65, Retirement Planning, ETFs, Asset Allocation, Investment Management, Anti Money Laundering, Customer Service
Education
University of Florida
BA
William Burt's Multi-Financial Securities Corporation Experience November 2002 - January 2009
Job President, WMBURT ADVISORS
Industry Investment Management
Experience
WMBURT ADVISORS January 2009 - Present
Multi-Financial Securities Corporation November 2002 - January 2009
The Guardian Life Insurance Company of America October 1997 - October 2002
Education
Dallas Theological Seminary 1980 — 1984
THM, Christian Education, Pastoral Ministries & New Testament
Iowa State University 1973 — 1976
BS, Speech
WMBURT ADVISORS January 2009 - Present
Multi-Financial Securities Corporation November 2002 - January 2009
The Guardian Life Insurance Company of America October 1997 - October 2002
Education
Dallas Theological Seminary 1980 — 1984
THM, Christian Education, Pastoral Ministries & New Testament
Iowa State University 1973 — 1976
BS, Speech
Liesl Renick's Multi-Financial Securities Corporation Experience January 1999 - January 2001
Job Professional Executive
Industry Financial Services
Experience
The Mutual Fund Store April 2007 - August 2009
Eddco Equipment January 2004 - January 2007
American Skandia/Prudential Financial January 2002 - January 2004
Multi-Financial Securities Corporation January 1999 - January 2001
Smith Barney January 1989 - January 1992
Skills
Microsoft Office, Mutual Funds, 401k, Wealth Management, Asset Allocation, Investments, Retirement Planning, Financial Services, Investment Advisory, Retirement, Sales
Education
University of Phoenix 2000 — 2002
Master of Business Administration (M.B.A.), Technology Management
Colorado State University 1992 — 1998
Bachelor of Arts (B.A.), Economics
The Mutual Fund Store April 2007 - August 2009
Eddco Equipment January 2004 - January 2007
American Skandia/Prudential Financial January 2002 - January 2004
Multi-Financial Securities Corporation January 1999 - January 2001
Smith Barney January 1989 - January 1992
Skills
Microsoft Office, Mutual Funds, 401k, Wealth Management, Asset Allocation, Investments, Retirement Planning, Financial Services, Investment Advisory, Retirement, Sales
Education
University of Phoenix 2000 — 2002
Master of Business Administration (M.B.A.), Technology Management
Colorado State University 1992 — 1998
Bachelor of Arts (B.A.), Economics
Aaron Shapley, CIMA, CAIA's Multi-Financial Securities Corporation Experience 2005 - 2007
Job SubAdvisory Services
Industry Investment Management
Experience
Dimensional Fund Advisors March 2015 - Present
BlackRock May 2007 - February 2015
Multi-Financial Securities Corporation 2005 - 2007
Schwab Institutional 1999 - 2003
Education
University of California, Berkeley 1993 — 1998
Bachelor of Arts
University of Massachusetts at Amherst - Isenberg School of Management 2003 — 2005
MBA
Dimensional Fund Advisors March 2015 - Present
BlackRock May 2007 - February 2015
Multi-Financial Securities Corporation 2005 - 2007
Schwab Institutional 1999 - 2003
Education
University of California, Berkeley 1993 — 1998
Bachelor of Arts
University of Massachusetts at Amherst - Isenberg School of Management 2003 — 2005
MBA
Sheila Halstead's Multi-Financial Securities Corporation Experience 2003 - 2009
Job Executive Assistant at CoBank
Industry Writing and Editing
Experience
CoBank September 2009 - Present
ING Advisors Network July 2003 - January 2009
ING 2003 - 2009
Multi Financial Securities Corporation 2003 - 2009
Multi-Financial Securities Corporation an ING Company 2003 - 2009
BP June 2002 - May 2003
BP 2002 - 2003
MARCONI COMMUNICATIONS March 2000 - May 2002
Education
Metropolitan State University of Denver 1983 — 1986
BA, MEETING ADMINISTRATION
CoBank September 2009 - Present
ING Advisors Network July 2003 - January 2009
ING 2003 - 2009
Multi Financial Securities Corporation 2003 - 2009
Multi-Financial Securities Corporation an ING Company 2003 - 2009
BP June 2002 - May 2003
BP 2002 - 2003
MARCONI COMMUNICATIONS March 2000 - May 2002
Education
Metropolitan State University of Denver 1983 — 1986
BA, MEETING ADMINISTRATION