Mutual Service Corp
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Mutual Service Corp Employees
Nuvista Capital Management 2008 - Present
Harbour Investments 2009 - Present
Miracle Mile Rockford 2013 - Present
Mutual Service Corp 1992 - 2009
Geneva Securities 1984 - 1992
Prudential Financial 1972 - 1984
Skills
Registered..., Life, Variable, Health..., Securties Licensed: IL,..., Retirement Planning, Investments, Insurance, Financial Services, IRAs, 401k, Retirement, Portfolio Management, Series 7, Mutual Funds, Strategic Financial..., Equities, Securities, Financial Advisory, Fixed Annuities, Trading, Long Term Care Insurance, Data Analysis, Microsoft Excel, Wealth Management
Education
Rock Valley College
Business Administration and Marketing
Rockford East High School
Crown Capital Securities, L.P. November 2001 - Present
Harbour Financial Group, Inc. July 2001 - Present
Mutual Service Corp July 1997 - November 2001
City of Montgomery Ohio November 1989 - November 1993
Skills
Investments, Financial Planning, Estate Planning, Retirement, Management, Portfolio Management, Finance, Insurance, Employee Benefits, Retirement Planning, Recruiting, Employee Relations, Organizational..., Strategic Planning, Fixed Annuities, Budget, Strategic Financial...
Education
Northern Illinois University 1975 — 1977
MBA, Finance
Loyola University Chicago 1971 — 1975
BS, Major: Biology; Minor Chemistry
conant high school 1967 — 1972
Cetera Advisors January 2013 - Present
BD Navigation LLC October 2011 - Present
Sterne Agee August 2010 - September 2011
Cambridge Investment Research April 2006 - August 2010
Mutual Service Corp. April 2004 - April 2006
Legend Equities Corp. February 2002 - March 2004
Electronic Trading Group July 2000 - February 2002
H&R Block Financial Advisors April 1995 - June 2000
MCI Corporation July 1992 - August 1994
Skills
Recruitment/Retention, Strategic Consulting, Due Diligence, Recruiting, Finance, Financial Services, Business Development, Series 7, Fixed Income, Financial Advisory, Securities, New Business Development, Investments, Strategic Financial..., Equities, Series 63, Financial Planning, Mutual Funds, Retirement Planning, Wealth Management
Education
Towson University 1987 — 1991
Business Administration/Marketing
Calvert Hall High School 1983 — 1987
US Army Corps of Engineers June 2015 - Present
The City of Portland July 2014 - June 2015
Caesars Entertainment February 2014 - July 2014
IBM June 2011 - February 2014
IBM South East Federal Credit Union May 2009 - April 2011
Mutual Service Corp April 2005 - November 2009
Skills
Active Directory, Disaster Recovery, Data Center, Troubleshooting, Networking, System Administration, Windows Server, Microsoft SQL Server, Virtualization, Process Improvement, Software Documentation, Vendor Management, SharePoint
Education
Keiser College 2004 — 2005
AS, Computer Network Administration
Raymond James Financial Services, Inc. May 2007 - Present
Navancer Group - An Indendent Firm May 2004 - Present
Mutual Service Corp. April 1994 - February 2004
North American Benefits Network February 1992 - May 1994
Skills
Series 7, Investment Advisory, Financial Analysis, Estate Planning, Disability Insurance, FINRA, Securities, Long-term Care, Asset Allocation, Fixed Annuities, Retirement Planning, Strategic Financial..., Financial Advisory, 401k, Portfolio Management
Education
The University of Akron 1986 — 1990
Bachelor’s Degree, Accounting
The American College 1991 — 1993
Chartered Financial Consultant, Finance and Financial Management Services
JENOPTIK Optical Systems, LLC September 2009 - Present
Hamilton Fishing Charters, Inc. May 1992 - Present
BioTools, Inc. November 2007 - September 2009
Business Development Board of Palm Beach County, Inc. 2005 - 2007
Mutual Service Corp. 2001 - 2004
Skills
SAP, CRM, Process Improvement, SAP ERP, Management, Continuous Improvement, Employee Training, Cross-functional Team..., Six Sigma, Project Planning, Business Development, Project Management, Strategic Planning, Team Building, Product Development, New Business Development, Program Management, Customer Service, Manufacturing, Marketing, Negotiation, Product Management, Business Strategy, Lean Manufacturing, Analysis, Product Marketing, Purchasing, Customer Relations...
Education
Loyola University Maryland
Associate's degree, English
Palm Beach Community College
Bachelor of Science (BS), Business Administration, Management and Operations
Winning Points Advisors, LLC June 1989 - Present
Mutual Service Corp 1989 - 2009
Education
Stetson University 1973 — 1977
DSI Security Services February 2015 - Present
Insured Retirement Institute August 2013 - December 2014
STAT Imaging Solutions November 2011 - May 2013
STAT Imaging Solutions June 2011 - November 2011
Taylor, Bean & Whitaker July 2008 - August 2009
University of Southern Mississippi July 2007 - July 2008
Blue Frog Solutions September 2006 - January 2007
Mutual Service Corp July 2004 - September 2006
Everglades Farm Equipment Co., Inc. August 2003 - July 2004
The Breakers May 2001 - August 2003
Skills
People Skills, Disaster Recovery, Troubleshooting, Customer Service, Vendor Management, Business Analysis, Project Management, Team Building, Process Improvement, Strategic Planning, Active Directory, Operations Management, Microsoft Office, Security, Team Leadership, Technical Support, Agile Project Management, Software Documentation, Outlook, Training, Microsoft Word, Data Center, Quality Assurance, Access, System Administration, IT Management, Management, Integration, SharePoint
Education
University of Phoenix 2007 — 2008
Associates, Information Technology
Parkview High School / Beach High School 1978 — 1982
High School Diploma, General Studies
Palm Beach County Board of County Commissioners February 2011 - Present
Mutual Service Corp April 2007 - March 2010
Xlence Technologies April 2004 - July 2006
Web Design House (WDH) 2001 - 2003
eProduction AG March 2000 - August 2001
Ascom 1997 - 2000
NIIT Technologies Ltd 1996 - 1998
Skills
SDLC, WCF, Software Project..., SSIS, SSRS, VB.NET, Leadership, Crystal Reports, ASP.NET, Web Development, Microsoft SQL Server, IIS, .NET, TFS, ADO.NET, Database Design, Entity Framework, LINQ, T-SQL
Education
Delhi University 1991 — 1994
Air Force Golden Jubilee Institute 1989 — 1991
Richard S. Bernstein & Company October 2011 - September 2012
Visual Evidence March 2010 - May 2011
Mutual Service Corp October 2003 - March 2009
Prudential Financial September 2002 - October 2003
American Express Financial Advisors January 2000 - September 2002
Prudential Insurance August 1997 - December 1999
Skills
Insurance, Outlook, Excel, Word, Annuities, Microsoft Excel, Mutual Funds, Microsoft Word, Fixed Annuities, Management, Life Insurance, Negotiation, Sales, Marketing, Investments, Leadership, Term Life Insurance, Underwriting, Health Insurance, Series 6, Public Speaking, Disability Insurance, Long-term Care, Finance, Employee Benefits, Strategic Financial..., Whole Life, Customer Service, Property & Casualty..., 401k, Retirement Planning, Small Business, Financial Services, Series 63, Series 7, Retirement
Education
Hialeah Senior High School
Palm Beach Community College
Holy Name Medical Center March 2012 - Present
GalaxyE.Solutions October 2011 - March 2012
Florida Health Care Plans November 2010 - March 2011
Mutual Service Corp. October 2005 - September 2009
Andrx Pharmaceuticals July 2000 - July 2005
Skills
Integration
Education
PCProfessor 2009 — 2010
ASP.Net and SQL DBA
McGill University
Bachelor of Commerce (B.Com.), Management Information Systems
Mutual Service Corp. December 2007 - October 2009
Education
Palm Beach Community College
Communications/ Legal Assistant
Home Based Services July 2007 - Present
Mutual Service Corp June 2001 - July 2007
Institute for Econometric Research January 1995 - February 2001
Pratt & Whitney April 1965 - July 1993
Education
Central Connecticut State University
Middlesex Community College
AS, Computer Science