Mutual Service Corporation
Industry: Company
DescriptionFounded: 1969 Parent organization: LPL Independent Advisor Services Group LLC Subsidiary: Contemporary Financial Solutions Inc
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Mutual Service Corporation Employees
Employee
Years
Job
Industry
Mark A. Orlinsky, MBA Mark A. Orlinsky, MBA's Mutual Service Corporation Experience November 1998 - September 1999
Job Financial Planner with 16+ years of experience
Industry Financial Services
Experience
Investors Capital Corporation December 2006 - Present
NFP Securities, Inc. May 2005 - December 2006
J. Alden Assoc., Inc October 2004 - May 2005
US Allianz Securities, Inc. April 2003 - October 2004
Investacorp, Inc. December 2000 - March 2003
Jefferson Pilot Securities Corporation December 1999 - December 2000
Prime Capital Services Inc. October 1999 - December 1999
Mutual Service Corporation November 1998 - September 1999
Skills
Personal Financial..., Retirement Planning, Financial Services, Insurance, Variable Annuities, Fixed Annuities, Bonds, Securities, Financial Advisory, Investment Advisory, Mutual Funds, Wealth Management, Asset Allocation, Investment Strategies, REIT, Stockbroking, Business Development..., Term Life Insurance, Universal Life, Series 6, Series 63, Variable Life
Education
Nova Southeastern University 2009 — 2011
Master of Business Administration (MBA)
Institute of Business and Finance 2000 — 2000
Certified Estate and Trust Specialist
Drexel University 1981 — 1985
Bachelor of Science (BS), Finance, General
Investors Capital Corporation December 2006 - Present
NFP Securities, Inc. May 2005 - December 2006
J. Alden Assoc., Inc October 2004 - May 2005
US Allianz Securities, Inc. April 2003 - October 2004
Investacorp, Inc. December 2000 - March 2003
Jefferson Pilot Securities Corporation December 1999 - December 2000
Prime Capital Services Inc. October 1999 - December 1999
Mutual Service Corporation November 1998 - September 1999
Skills
Personal Financial..., Retirement Planning, Financial Services, Insurance, Variable Annuities, Fixed Annuities, Bonds, Securities, Financial Advisory, Investment Advisory, Mutual Funds, Wealth Management, Asset Allocation, Investment Strategies, REIT, Stockbroking, Business Development..., Term Life Insurance, Universal Life, Series 6, Series 63, Variable Life
Education
Nova Southeastern University 2009 — 2011
Master of Business Administration (MBA)
Institute of Business and Finance 2000 — 2000
Certified Estate and Trust Specialist
Drexel University 1981 — 1985
Bachelor of Science (BS), Finance, General
Fernando Ortiz, CFP®, AAMS® Fernando Ortiz, CFP®, AAMS®'s Mutual Service Corporation Experience August 1987 - December 1987
Job Financial Advisor with Valeo Financial Advisors, LLC Ann Arbor, MI Office
Industry Investment Management
Experience
Valeo Financial Advisors, LLC March 2015 - Present
StanCorp Investment Advisers, Inc July 2008 - March 2015
Tisch Investment Advisors, Inc. June 2006 - June 2008
TIAA-CREF 1992 - 2006
H.C. Copeland Financial Services, Inc. 1988 - 1991
Mutual Service Corporation August 1987 - December 1987
Skills
Wealth Management, Retirement Planning, Strategic Financial...
Education
University of Michigan 1978 — 1982
BS, Science
Valeo Financial Advisors, LLC March 2015 - Present
StanCorp Investment Advisers, Inc July 2008 - March 2015
Tisch Investment Advisors, Inc. June 2006 - June 2008
TIAA-CREF 1992 - 2006
H.C. Copeland Financial Services, Inc. 1988 - 1991
Mutual Service Corporation August 1987 - December 1987
Skills
Wealth Management, Retirement Planning, Strategic Financial...
Education
University of Michigan 1978 — 1982
BS, Science
Shelton Jones, CFP® Shelton Jones, CFP®'s Mutual Service Corporation Experience January 1987 - January 1997
Job Vice President of Sales
Industry Financial Services
Experience
Resource Real Estate January 2011 - November 2014
LEAF Financial Corporation December 2007 - February 2010
CNL Securities Corporation January 1998 - January 2007
Mutual Service Corporation January 1987 - January 1997
The Acacia Group January 1985 - January 1986
Skills
Series 7
Education
College for Financial Planning
Certified Financial Planner®
University of Central Florida
Bachelors, Accounting
Leeward Community College 1975 — 1977
Associates
Resource Real Estate January 2011 - November 2014
LEAF Financial Corporation December 2007 - February 2010
CNL Securities Corporation January 1998 - January 2007
Mutual Service Corporation January 1987 - January 1997
The Acacia Group January 1985 - January 1986
Skills
Series 7
Education
College for Financial Planning
Certified Financial Planner®
University of Central Florida
Bachelors, Accounting
Leeward Community College 1975 — 1977
Associates
Robert Gearing Robert Gearing's Mutual Service Corporation Experience September 1987 - October 2009
Job Investment and Operations Officer
Industry Financial Services
Experience
Winning Points Advisors LLC April 2010 - Present
Kiley Partners October 2009 - December 2009
Mutual Service Corporation September 1987 - October 2009
Edward A Viner May 1984 - August 1987
Education
Rutgers University-New Brunswick 1975 — 1979
BA, History
Winning Points Advisors LLC April 2010 - Present
Kiley Partners October 2009 - December 2009
Mutual Service Corporation September 1987 - October 2009
Edward A Viner May 1984 - August 1987
Education
Rutgers University-New Brunswick 1975 — 1979
BA, History
Natasha Zhigalko's Mutual Service Corporation Experience February 2008 - April 2010
Job Controller at Stemedica Cell Technologies
Industry Biotechnology
Experience
Stemedica Cell Technologies August 2010 - Present
LPL February 2008 - April 2010
Waterstone Financial Group February 2008 - April 2010
Associated Securities Corporation February 2008 - April 2010
Mutual Service Corporation February 2008 - April 2010
Bumble Bee Foods 2005 - 2008
Global Capital Group Inc August 2002 - January 2004
Skills
Accounting, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Great Plains Software, Accounts Payable, General Ledger, US GAAP, Financial Modeling, Cost Accounting, GAAP, Internal Controls
Education
San Diego State University-California State University 1998 — 2002
BA, International Business, Finance
Stemedica Cell Technologies August 2010 - Present
LPL February 2008 - April 2010
Waterstone Financial Group February 2008 - April 2010
Associated Securities Corporation February 2008 - April 2010
Mutual Service Corporation February 2008 - April 2010
Bumble Bee Foods 2005 - 2008
Global Capital Group Inc August 2002 - January 2004
Skills
Accounting, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Great Plains Software, Accounts Payable, General Ledger, US GAAP, Financial Modeling, Cost Accounting, GAAP, Internal Controls
Education
San Diego State University-California State University 1998 — 2002
BA, International Business, Finance
Leslie Vigil's Mutual Service Corporation Experience March 1999 - January 2009
Job Director of Branch Development
Industry Financial Services
Experience
Investacorp May 2014 - Present
Independent Financial Partners March 2009 - May 2014
Mutual Service Corporation March 1999 - January 2009
Skills
Wealth Management, Wealth Management..., Strategy, Securities, Financial Advisory, Strategic Financial..., Strategic Partnerships, Series 63, Investments, Retirement Planning, Mutual Funds, 401k, Investment Advisory, Estate Planning, FINRA, Wealth, Financial Goals
Education
Palm Beach Atlantic University 2000 — 2002
BS, Business
Montclair State University 1991 — 1993
Investacorp May 2014 - Present
Independent Financial Partners March 2009 - May 2014
Mutual Service Corporation March 1999 - January 2009
Skills
Wealth Management, Wealth Management..., Strategy, Securities, Financial Advisory, Strategic Financial..., Strategic Partnerships, Series 63, Investments, Retirement Planning, Mutual Funds, 401k, Investment Advisory, Estate Planning, FINRA, Wealth, Financial Goals
Education
Palm Beach Atlantic University 2000 — 2002
BS, Business
Montclair State University 1991 — 1993
Anne Spinks, CLU, ChFC Anne Spinks, CLU, ChFC's Mutual Service Corporation Experience June 1983 - August 2009
Job Owner of Nevotti Spinks Asset Management
Industry Financial Services
Experience
Cambridge Investment Research, Inc. August 2009 - Present
Cambridge Investment Research Advisors, Inc. August 2009 - Present
Nevotti Spinks Asset Management August 2004 - Present
Mutual Service Corporation June 1983 - August 2009
Anne N. Spinks, CLU June 1995 - August 2004
Nevotti & Associates, Inc. June 1983 - June 1995
Skills
Series 7, Retirement Planning, Investment Advisory, Retirement, Wealth Management, Mutual Funds, Investments, Strategic Financial..., Securities, Uniform Combined State..., Fixed Annuities, Estate Planning, IRAs, Financial Advisory, FINRA, Asset Management, Investment Strategies, Financial Services, Insurance
Education
Texas Christian University - M.J. Neeley School of Business 1979 — 1983
BBA, Finance
The American College
CLU, ChFC, Chartered Life Underwriter, Chartered Financial Consultant
Cambridge Investment Research, Inc. August 2009 - Present
Cambridge Investment Research Advisors, Inc. August 2009 - Present
Nevotti Spinks Asset Management August 2004 - Present
Mutual Service Corporation June 1983 - August 2009
Anne N. Spinks, CLU June 1995 - August 2004
Nevotti & Associates, Inc. June 1983 - June 1995
Skills
Series 7, Retirement Planning, Investment Advisory, Retirement, Wealth Management, Mutual Funds, Investments, Strategic Financial..., Securities, Uniform Combined State..., Fixed Annuities, Estate Planning, IRAs, Financial Advisory, FINRA, Asset Management, Investment Strategies, Financial Services, Insurance
Education
Texas Christian University - M.J. Neeley School of Business 1979 — 1983
BBA, Finance
The American College
CLU, ChFC, Chartered Life Underwriter, Chartered Financial Consultant
Brian Kovener, MBA's Mutual Service Corporation Experience 2006 - 2009
Job Director of Recruiting at Investacorp, Inc.
Industry Financial Services
Experience
Investacorp, Inc. January 2011 - Present
Summit Brokerage Services September 2009 - January 2011
LPL Financial January 2009 - September 2009
Mutual Service Corporation 2006 - 2009
Morgan Stanley May 2005 - August 2006
Skills
Social Networking, Recruitment/Retention, New Business Development, Customer Relations, Cold Calling, Time Management, Health, Business Development, Customer Service, Public Speaking, Marketing Strategy, Brand Development, Finance, Contract Negotiation, Team Leadership, Leadership, Recruiting, Marketing, Customer Satisfaction, Social Media Marketing, Management, Sales, Financial Services, Strategy, Entrepreneurship, Securities, Training, Coaching, Sales Operations, Portfolio Management, Strategic Financial..., Small Business, Series 7, Wealth Management, Series 63, Retirement Planning, Asset Allocation, Investments, Series 24, Financial Advisory, Mutual Funds, Investment Advisory, 401k, FINRA, Competitive Analysis, Retirement, Fixed Annuities, Uniform Combined State..., Series 6, Asset Management
Education
Florida Atlantic University 2003 — 2005
MBA, Sports Management
University of Central Florida 1998 — 2003
BSBA, Marketing
Investacorp, Inc. January 2011 - Present
Summit Brokerage Services September 2009 - January 2011
LPL Financial January 2009 - September 2009
Mutual Service Corporation 2006 - 2009
Morgan Stanley May 2005 - August 2006
Skills
Social Networking, Recruitment/Retention, New Business Development, Customer Relations, Cold Calling, Time Management, Health, Business Development, Customer Service, Public Speaking, Marketing Strategy, Brand Development, Finance, Contract Negotiation, Team Leadership, Leadership, Recruiting, Marketing, Customer Satisfaction, Social Media Marketing, Management, Sales, Financial Services, Strategy, Entrepreneurship, Securities, Training, Coaching, Sales Operations, Portfolio Management, Strategic Financial..., Small Business, Series 7, Wealth Management, Series 63, Retirement Planning, Asset Allocation, Investments, Series 24, Financial Advisory, Mutual Funds, Investment Advisory, 401k, FINRA, Competitive Analysis, Retirement, Fixed Annuities, Uniform Combined State..., Series 6, Asset Management
Education
Florida Atlantic University 2003 — 2005
MBA, Sports Management
University of Central Florida 1998 — 2003
BSBA, Marketing
Jennifer Reigle Jennifer Reigle's Mutual Service Corporation Experience 2005 - 2008
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2008 - Present
Mutual Service Corporation 2005 - 2008
Merrill Lynch April 1983 - May 2003
Skills
Certified Retirement..., Life & Health Insurance..., Long Term Care...
Education
Hanover College 1978 — 1982
Bachelor of Arts (B.A.), French and Psychology
Wells Fargo Advisors, LLC October 2008 - Present
Mutual Service Corporation 2005 - 2008
Merrill Lynch April 1983 - May 2003
Skills
Certified Retirement..., Life & Health Insurance..., Long Term Care...
Education
Hanover College 1978 — 1982
Bachelor of Arts (B.A.), French and Psychology
Charles Wade Charles Wade's Mutual Service Corporation Experience November 2006 - August 2007
Job Patient Service Representative
Industry Hospital & Health Care
Experience
Rogers & Kirby September 2014 - January 2015
Edward Jones March 2012 - August 2014
SagePoint Financial January 2011 - October 2011
Householder Group March 2010 - July 2010
Windstone Capital Partners January 2008 - January 2010
Mutual Service Corporation November 2006 - August 2007
Vanguard October 2003 - August 2006
AIG American General August 2002 - October 2002
JP Morgan ChaseMutual Funds January 2001 - October 2001
AG Edwards & Sons June 1999 - January 2001
Skills
Mutual Funds, Customer Service, Team Building, Securities, Investment Advisory, Investments, Retirement Planning, Financial Advisory, Asset Allocation, Trading, Options, Series 7, Series 63, Retirement, 401k, Bonds, Finance, Due Diligence, Investment Strategies, Wealth Management
Education
Arizona State University
Business, Mathematics
Maricopa Community Colleges
Associate of Arts Degree, Applied Mathematics
Rogers & Kirby September 2014 - January 2015
Edward Jones March 2012 - August 2014
SagePoint Financial January 2011 - October 2011
Householder Group March 2010 - July 2010
Windstone Capital Partners January 2008 - January 2010
Mutual Service Corporation November 2006 - August 2007
Vanguard October 2003 - August 2006
AIG American General August 2002 - October 2002
JP Morgan ChaseMutual Funds January 2001 - October 2001
AG Edwards & Sons June 1999 - January 2001
Skills
Mutual Funds, Customer Service, Team Building, Securities, Investment Advisory, Investments, Retirement Planning, Financial Advisory, Asset Allocation, Trading, Options, Series 7, Series 63, Retirement, 401k, Bonds, Finance, Due Diligence, Investment Strategies, Wealth Management
Education
Arizona State University
Business, Mathematics
Maricopa Community Colleges
Associate of Arts Degree, Applied Mathematics
Judy DePoy Judy DePoy's Mutual Service Corporation Experience 1984 - 1989
Job Executive Assistant, Bosch North America
Industry Automotive
Experience
Robert Bosch September 2011 - Present
Great Lakes Cylinders August 2004 - September 2011
Royal Maccabees Life Insurance Company May 1989 - August 1996
Mutual Service Corporation 1984 - 1989
Skills
QuickBooks, Public Speaking, Event Planning, Executive Support
Education
Central Michigan University 1980 — 1984
Bachelors, Journalism - Public Relations
Robert Bosch September 2011 - Present
Great Lakes Cylinders August 2004 - September 2011
Royal Maccabees Life Insurance Company May 1989 - August 1996
Mutual Service Corporation 1984 - 1989
Skills
QuickBooks, Public Speaking, Event Planning, Executive Support
Education
Central Michigan University 1980 — 1984
Bachelors, Journalism - Public Relations
Tony Pappas Tony Pappas's Mutual Service Corporation Experience May 1985 - March 1991
Job Award Winning Insurance & Investment Wholesaler
Industry Financial Services
Experience
Realty Capital Securities November 2010 - August 2015
Sigma Financial September 2009 - October 2010
John Hancock Life Insurance Company (U.S.A.) March 1991 - April 2009
Mutual Service Corporation May 1985 - March 1991
Skills
Wholesaling, Sales Management, Series 24, Series 7, Securities, Retirement, Investments, Alternative Investments, Retirement Planning, Wealth Management, Financial Planning, Public Speaking, Insurance, Series 63, Series 6, Mutual Funds, Real Estate, Pensions, Annuities, Annuity, Estate Planning, Fixed Annuities, Separately Managed..., Series 65, Variable Annuities
Education
Eastern Michigan University 1963 — 1968
BBA, Business
Realty Capital Securities November 2010 - August 2015
Sigma Financial September 2009 - October 2010
John Hancock Life Insurance Company (U.S.A.) March 1991 - April 2009
Mutual Service Corporation May 1985 - March 1991
Skills
Wholesaling, Sales Management, Series 24, Series 7, Securities, Retirement, Investments, Alternative Investments, Retirement Planning, Wealth Management, Financial Planning, Public Speaking, Insurance, Series 63, Series 6, Mutual Funds, Real Estate, Pensions, Annuities, Annuity, Estate Planning, Fixed Annuities, Separately Managed..., Series 65, Variable Annuities
Education
Eastern Michigan University 1963 — 1968
BBA, Business
Melinda Caruso's Mutual Service Corporation Experience May 1995 - August 2001
Job Executive Assistant Legal at Cenergistic
Industry Executive Office
Experience
Cenergistic March 2013 - Present
Datamark August 2002 - March 2013
Copperas Cove Independent School District August 2001 - August 2002
Mutual Service Corporation May 1995 - August 2001
Jerry R. Neill & Associates, Inc. July 1992 - May 1995
Mutual Service Corporation October 1989 - July 1992
Skills
Social Media Marketing, Budgets, Forecasting
Education
Tarleton State University 1999 — 2000
BS, Liberal Studies with 27 hours of Accounting
Cenergistic March 2013 - Present
Datamark August 2002 - March 2013
Copperas Cove Independent School District August 2001 - August 2002
Mutual Service Corporation May 1995 - August 2001
Jerry R. Neill & Associates, Inc. July 1992 - May 1995
Mutual Service Corporation October 1989 - July 1992
Skills
Social Media Marketing, Budgets, Forecasting
Education
Tarleton State University 1999 — 2000
BS, Liberal Studies with 27 hours of Accounting
Parizad Gandhi Parizad Gandhi's Mutual Service Corporation Experience April 2007 - March 2009
Job Senior Technical Program Manager (vendor) at Microsoft
Industry Computer Software
Experience
Microsoft June 2015 - Present
Microsoft SharePoint Online October 2014 - March 2015
Microsoft Volume licensing Services May 2013 - June 2014
Microsoft Customer Support Services January 2013 - May 2013
Microsoft IXP Tools Team May 2012 - December 2012
Microsoft Windows Update Content Management (WUCMT) August 2010 - May 2012
Strategic Cash flow Consultants LLC April 2009 - February 2010
Mutual Service Corporation April 2007 - March 2009
eApplications Software Technologies Inc April 2008 - November 2008
Mutual Service Corporation April 2007 - March 2008
Skills
Agile Methodologies, SDLC, SharePoint, Software Development, Integration, Requirements Analysis, Testing, XML, Microsoft SQL Server, Visio, Program Management, Databases, C#, Scrum, SQL, Software Project..., .NET, ASP.NET, VB.NET, Software Engineering, Visual Studio, TFS, Web Services, Cross-functional Team..., Distributed Team..., ColdFusion, XSLT, Scripting, Data Analysis, SSRS, CGI/Perl, Process Improvement, Engineering Change..., Software Updates, Team Foundation Server, Source Depot, Open Source Software, Volume Licensing, Triage, Business Requirements, Business Process..., Risk Management, Budgeting, Experienced Business...
Education
Queensland University of Technology 2002 — 2004
MSIT, Information Technology
Queensland University of Technology
Masters, Information Technology; Software Engineering and Data Communication
Scholar High School 1984 — 1994
ICSC
Microsoft June 2015 - Present
Microsoft SharePoint Online October 2014 - March 2015
Microsoft Volume licensing Services May 2013 - June 2014
Microsoft Customer Support Services January 2013 - May 2013
Microsoft IXP Tools Team May 2012 - December 2012
Microsoft Windows Update Content Management (WUCMT) August 2010 - May 2012
Strategic Cash flow Consultants LLC April 2009 - February 2010
Mutual Service Corporation April 2007 - March 2009
eApplications Software Technologies Inc April 2008 - November 2008
Mutual Service Corporation April 2007 - March 2008
Skills
Agile Methodologies, SDLC, SharePoint, Software Development, Integration, Requirements Analysis, Testing, XML, Microsoft SQL Server, Visio, Program Management, Databases, C#, Scrum, SQL, Software Project..., .NET, ASP.NET, VB.NET, Software Engineering, Visual Studio, TFS, Web Services, Cross-functional Team..., Distributed Team..., ColdFusion, XSLT, Scripting, Data Analysis, SSRS, CGI/Perl, Process Improvement, Engineering Change..., Software Updates, Team Foundation Server, Source Depot, Open Source Software, Volume Licensing, Triage, Business Requirements, Business Process..., Risk Management, Budgeting, Experienced Business...
Education
Queensland University of Technology 2002 — 2004
MSIT, Information Technology
Queensland University of Technology
Masters, Information Technology; Software Engineering and Data Communication
Scholar High School 1984 — 1994
ICSC
Jim Schofer, CIMA® Jim Schofer, CIMA®'s Mutual Service Corporation Experience November 2000 - January 2008
Job Director, Product Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
JPMorgan Chase January 2011 - July 2013
JPMorgan Chase January 2008 - January 2011
Mutual Service Corporation November 2000 - January 2008
Mutual Service Corporation August 1995 - November 2000
JW Charles Clearing Corporation June 1993 - August 1995
Skills
Series 7, Product Management, Series 24, Series 65, Managed Accounts, Investment Advisory, Partner Relationship..., CIMA®, Series 63
Education
Liberty University 1989 — 1992
BS, Business/Finance
Fidelity Investments July 2013 - Present
JPMorgan Chase January 2011 - July 2013
JPMorgan Chase January 2008 - January 2011
Mutual Service Corporation November 2000 - January 2008
Mutual Service Corporation August 1995 - November 2000
JW Charles Clearing Corporation June 1993 - August 1995
Skills
Series 7, Product Management, Series 24, Series 65, Managed Accounts, Investment Advisory, Partner Relationship..., CIMA®, Series 63
Education
Liberty University 1989 — 1992
BS, Business/Finance
Cheryl Canzanella, LUTCF Cheryl Canzanella, LUTCF's Mutual Service Corporation Experience March 2007 - June 2008
Job Brokerage Director: Your source for MassMutual Life, LTC, Disability & Fixed Annuities
Industry Financial Services
Experience
MassMutual-Financial Design Associates April 2012 - Present
NAIFA Jacksonville 2010 - Present
WIFS Northeast Florida August 2011 - Present
NAIFA-Florida 2013 - Present
New England Financial March 2010 - March 2012
Prime Capital Services October 2008 - September 2009
Mutual Service Corporation March 2007 - June 2008
VALIC February 2005 - March 2007
Merrill Lynch 1999 - 2005
Skills
Fixed Annuities, Retirement, Insurance, Life Insurance, Disability Insurance, Mutual Funds, Long-term Care, 401k, Retirement Planning, Universal Life, Term Life Insurance, Financial Services, Brokers, Uniform Combined State..., 401k Rollovers, Long Term Care Insurance, Securities, Health Insurance, Small Business, Leadership, Series 7, Sales, Asset Allocation, Investments, Whole Life, Portfolio Management, Employee Benefits, Estate Planning, Critical Illness, Wealth Management..., Series 63, Variable Annuities, Finance, IRAs, Wealth Management, Business Planning, Strategic Planning, Series 6, FINRA, Underwriting, Medicare, Wealth
Education
The American College 2014 — 2016
CLU
The American College 2011 — 2013
LUTCF
Palm Beach Atlantic University 2002 — 2003
Bachelor, Organizational Management
MassMutual-Financial Design Associates April 2012 - Present
NAIFA Jacksonville 2010 - Present
WIFS Northeast Florida August 2011 - Present
NAIFA-Florida 2013 - Present
New England Financial March 2010 - March 2012
Prime Capital Services October 2008 - September 2009
Mutual Service Corporation March 2007 - June 2008
VALIC February 2005 - March 2007
Merrill Lynch 1999 - 2005
Skills
Fixed Annuities, Retirement, Insurance, Life Insurance, Disability Insurance, Mutual Funds, Long-term Care, 401k, Retirement Planning, Universal Life, Term Life Insurance, Financial Services, Brokers, Uniform Combined State..., 401k Rollovers, Long Term Care Insurance, Securities, Health Insurance, Small Business, Leadership, Series 7, Sales, Asset Allocation, Investments, Whole Life, Portfolio Management, Employee Benefits, Estate Planning, Critical Illness, Wealth Management..., Series 63, Variable Annuities, Finance, IRAs, Wealth Management, Business Planning, Strategic Planning, Series 6, FINRA, Underwriting, Medicare, Wealth
Education
The American College 2014 — 2016
CLU
The American College 2011 — 2013
LUTCF
Palm Beach Atlantic University 2002 — 2003
Bachelor, Organizational Management
Rich Bartho Rich Bartho's Mutual Service Corporation Experience December 2006 - May 2007
Job Senior SQL Database Administrator at AVM
Industry Computer Software
Experience
AVM July 2012 - Present
Sheridan Healthcorp October 2011 - July 2012
Veretech Black Book Online July 2011 - September 2011
Forward Industries May 2011 - July 2011
MediaWhiz Holdings LLC January 2010 - April 2011
NextWeb Media September 2009 - January 2010
Sandow Media September 2007 - September 2009
Mutual Service Corporation December 2006 - May 2007
Gemaire Distributors June 2004 - December 2006
Skills
Microsoft SQL Server, T-SQL, SSIS, SSRS, SSAS 2008, Business Intelligence, Data Warehousing, Data Architecture, Disaster Recovery, Replication, Microsoft Cluster, Mirroring, VMware, ODS, Database Administration, VLDB, ETL, Data Cubes, Active Directory, Windows Server, SQL, Visio, Stored Procedures, .NET, XML, Performance Tuning, Databases, SDLC, Servers, Microsoft Exchange, Data Migration, Relational Databases, Cluster, Database Design, Data Center, Testing, SQL Tuning, IIS, SharePoint, Analysis Services, High Availability
Education
East Carolina University 1999 — 2002
Bachelor of Science, MIS
Nova Southeastern University 1996 — 1999
Pre-Med
AVM July 2012 - Present
Sheridan Healthcorp October 2011 - July 2012
Veretech Black Book Online July 2011 - September 2011
Forward Industries May 2011 - July 2011
MediaWhiz Holdings LLC January 2010 - April 2011
NextWeb Media September 2009 - January 2010
Sandow Media September 2007 - September 2009
Mutual Service Corporation December 2006 - May 2007
Gemaire Distributors June 2004 - December 2006
Skills
Microsoft SQL Server, T-SQL, SSIS, SSRS, SSAS 2008, Business Intelligence, Data Warehousing, Data Architecture, Disaster Recovery, Replication, Microsoft Cluster, Mirroring, VMware, ODS, Database Administration, VLDB, ETL, Data Cubes, Active Directory, Windows Server, SQL, Visio, Stored Procedures, .NET, XML, Performance Tuning, Databases, SDLC, Servers, Microsoft Exchange, Data Migration, Relational Databases, Cluster, Database Design, Data Center, Testing, SQL Tuning, IIS, SharePoint, Analysis Services, High Availability
Education
East Carolina University 1999 — 2002
Bachelor of Science, MIS
Nova Southeastern University 1996 — 1999
Pre-Med
John Poff John Poff's Mutual Service Corporation Experience February 2007 - Present
Job Retired
Industry Financial Services
Experience
Mutual Service Corporation February 2007 - Present
Mutual Serice Corporatio December 1985 - February 2006
NASD January 1975 - January 1983
Education
Georgia State University 1972 — 1976
MBA, Finance
University of West Georgia 1967 — 1972
BBA, Accounting
Mutual Service Corporation February 2007 - Present
Mutual Serice Corporatio December 1985 - February 2006
NASD January 1975 - January 1983
Education
Georgia State University 1972 — 1976
MBA, Finance
University of West Georgia 1967 — 1972
BBA, Accounting
Lilly Schmidbauer Lilly Schmidbauer's Mutual Service Corporation Experience 2004 - 2006
Job Sr. SQL DBA / BI
Industry Information Technology and Services
Experience
JLS Data Services, Inc August 2013 - May 2015
Access MediQuip July 2012 - July 2013
Health First Health Plans March 2011 - July 2012
ESC - Environmental Systems Corporation 2007 - February 2011
Covenant Health / Humana 2008 - 2008
Mutual Service Corporation 2004 - 2006
Carnival Cruise Lines 2003 - 2004
First Data Merchant Services 2001 - 2003
BarPoint November 2000 - October 2001
Goodrich Landing Gear 1995 - 2000
Skills
Databases, Microsoft SQL Server, Business Intelligence, SQL, SSRS, T-SQL, Database Administration, SSIS, Database Design, Data Warehousing, Crystal Reports, Data Analysis, Project Management, MDX, ETL, SharePoint, Data Migration, SQL Tuning, SQL Server, Stored Procedures, Analysis Services, Visio, Software Development, VB.NET, Performance Tuning, DTS, Data Modeling, .NET, Database Admin, Relational Databases, Oracle, Log Shipping, Plan Execution, Oracle SQL, Visual Studio, IIS, SQL*Plus, SSAS 2008, OLAP, Healthcare, Healthcare Information..., SharePoint..., SQL Report Writing, Replication, Management
Education
Walden University 2011 — 2013
MISM, Master of Info Systems Mgmt - Healthcare Informatics
St. Thomas University 1999 — 2002
BA, Computer Information Systems
JLS Data Services, Inc August 2013 - May 2015
Access MediQuip July 2012 - July 2013
Health First Health Plans March 2011 - July 2012
ESC - Environmental Systems Corporation 2007 - February 2011
Covenant Health / Humana 2008 - 2008
Mutual Service Corporation 2004 - 2006
Carnival Cruise Lines 2003 - 2004
First Data Merchant Services 2001 - 2003
BarPoint November 2000 - October 2001
Goodrich Landing Gear 1995 - 2000
Skills
Databases, Microsoft SQL Server, Business Intelligence, SQL, SSRS, T-SQL, Database Administration, SSIS, Database Design, Data Warehousing, Crystal Reports, Data Analysis, Project Management, MDX, ETL, SharePoint, Data Migration, SQL Tuning, SQL Server, Stored Procedures, Analysis Services, Visio, Software Development, VB.NET, Performance Tuning, DTS, Data Modeling, .NET, Database Admin, Relational Databases, Oracle, Log Shipping, Plan Execution, Oracle SQL, Visual Studio, IIS, SQL*Plus, SSAS 2008, OLAP, Healthcare, Healthcare Information..., SharePoint..., SQL Report Writing, Replication, Management
Education
Walden University 2011 — 2013
MISM, Master of Info Systems Mgmt - Healthcare Informatics
St. Thomas University 1999 — 2002
BA, Computer Information Systems
Nancy Magee Nancy Magee's Mutual Service Corporation Experience May 1994 - September 2009
Job President, Financial Planning Advisors
Industry Financial Services
Experience
Financial Planning Advisors, Inc. June 1987 - Present
LPL Financial September 2009 - Present
Berks Community Trust 1990 - Present
Mutual Service Corporation May 1994 - September 2009
Education
College for Financial Planning 1982 — 1984
CFP
Kutztown University of Pennsylvania 1977 — 1980
M.A., Counseling Psychology
Colby College 1969 — 1973
BA, Psychology
Financial Planning Advisors, Inc. June 1987 - Present
LPL Financial September 2009 - Present
Berks Community Trust 1990 - Present
Mutual Service Corporation May 1994 - September 2009
Education
College for Financial Planning 1982 — 1984
CFP
Kutztown University of Pennsylvania 1977 — 1980
M.A., Counseling Psychology
Colby College 1969 — 1973
BA, Psychology
Gary Stalter Gary Stalter's Mutual Service Corporation Experience January 2005 - January 2009
Job Programming Financial Services
Industry Computer Software
Experience
Home January 2009 - Present
MSC - LPL Financial January 2005 - March 2009
Mutual Service Corporation January 2005 - January 2009
SNUG 2005 - 2009
The McKinley Group 1991 - 1993
Education
Bowling Green State University 1973 — 1977
Bachelor of Science in Arts & Science and Business Administration, Computer Science
River View High School 1973 — 1977
Diploma, General Studies
Home January 2009 - Present
MSC - LPL Financial January 2005 - March 2009
Mutual Service Corporation January 2005 - January 2009
SNUG 2005 - 2009
The McKinley Group 1991 - 1993
Education
Bowling Green State University 1973 — 1977
Bachelor of Science in Arts & Science and Business Administration, Computer Science
River View High School 1973 — 1977
Diploma, General Studies
Mike Usry Mike Usry's Mutual Service Corporation Experience July 2001 - December 2002
Job President
Industry Marketing and Advertising
Experience
Southland Organics April 2009 - Present
Prolifik Marketing May 2004 - Present
Drupal Connect 2010 - July 2011
Federal Business Development July 2009 - August 2010
Padgett Business Services January 2002 - May 2004
Mutual Service Corporation July 2001 - December 2002
Skills
SEO, Social Media, E-commerce, Marketing Strategy, Social Networking, Marketing, Lead Generation, Online Marketing, Social Media Marketing, Email Marketing, Sales, Wordpress, Online Advertising, Web Analytics, Marketing Communications, Digital Marketing, New Business Development, Account Management, Web Development, SEM, Drupal, Web Design
Education
University of South Florida 1999 — 2001
MBA, Master's in Business Administration
The University of Georgia 1996 — 1999
Bachelor of Science
Southland Organics April 2009 - Present
Prolifik Marketing May 2004 - Present
Drupal Connect 2010 - July 2011
Federal Business Development July 2009 - August 2010
Padgett Business Services January 2002 - May 2004
Mutual Service Corporation July 2001 - December 2002
Skills
SEO, Social Media, E-commerce, Marketing Strategy, Social Networking, Marketing, Lead Generation, Online Marketing, Social Media Marketing, Email Marketing, Sales, Wordpress, Online Advertising, Web Analytics, Marketing Communications, Digital Marketing, New Business Development, Account Management, Web Development, SEM, Drupal, Web Design
Education
University of South Florida 1999 — 2001
MBA, Master's in Business Administration
The University of Georgia 1996 — 1999
Bachelor of Science
Steve Small's Mutual Service Corporation Experience 2001 - 2004
Job Senior Program Manager at CEMEX, PMP and ITIL Foundations Certified
Industry Building Materials
Experience
CEMEX 2005 - Present
Applied Card Systems 2004 - 2005
Mutual Service Corporation 2001 - 2004
Ocwen Financial Corporation 1998 - 2001
University of Rochester 1994 - 1998
EG&G Astrophysics 1991 - 1994
Skills
Project Management, Help Desk, IT Procurement, Acquisition Integration, Data Center Relocation, SAP, ITIL v3 Foundations..., Vendor Management, ITIL, Help Desk Support, PMO, Integration, IT Management, IT Operations, Data Center, Process Improvement, Leadership, PMP, Outsourcing, Business Process, Business Process..., Budgets, Management, IT Strategy, Contract Management, Project Portfolio..., IT Service Management, Change Management, PMI
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1995 — 1998
MBA, Information Systems Management
SUNY Geneseo 1985 — 1989
Bachelor Of Arts, Mathematics, Computer Science, Economics
CEMEX 2005 - Present
Applied Card Systems 2004 - 2005
Mutual Service Corporation 2001 - 2004
Ocwen Financial Corporation 1998 - 2001
University of Rochester 1994 - 1998
EG&G Astrophysics 1991 - 1994
Skills
Project Management, Help Desk, IT Procurement, Acquisition Integration, Data Center Relocation, SAP, ITIL v3 Foundations..., Vendor Management, ITIL, Help Desk Support, PMO, Integration, IT Management, IT Operations, Data Center, Process Improvement, Leadership, PMP, Outsourcing, Business Process, Business Process..., Budgets, Management, IT Strategy, Contract Management, Project Portfolio..., IT Service Management, Change Management, PMI
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1995 — 1998
MBA, Information Systems Management
SUNY Geneseo 1985 — 1989
Bachelor Of Arts, Mathematics, Computer Science, Economics
Hal Venoff Hal Venoff's Mutual Service Corporation Experience January 1998 - September 2009
Job Senior Systems Administrator at NCCI
Industry Financial Services
Experience
NCCI February 2015 - Present
NCCI November 2009 - February 2015
Mutual Service Corporation January 1998 - September 2009
Skills
Team Building, Management, SQL, Troubleshooting, Windows Server, Access, Active Directory, Customer Service, Cisco Technologies, Disaster Recovery, Vendor Management, Windows, VMware, Enterprise Architecture, Software Documentation, Integration, IIS, Data Center, IT Strategy, Insurance, Business Process..., Program Management, Visio, Time Management, Risk Management, Team Leadership, Virtualization, System Administration, Project Management, Security, SharePoint, Networking, Training, IT Operations, Microsoft Office, Microsoft SQL Server, Outlook, Agile Methodologies, Quality Assurance, Databases, Analysis, SDLC, IT Management, Citrix, T-SQL, MS Project, Requirements Analysis, Process Improvement, Business Analysis, Leadership
Education
Florida Atlantic University 1996 — 1997
BS, Decision Information Systems
University of Florida 1988 — 1992
BA, Criminology
NCCI February 2015 - Present
NCCI November 2009 - February 2015
Mutual Service Corporation January 1998 - September 2009
Skills
Team Building, Management, SQL, Troubleshooting, Windows Server, Access, Active Directory, Customer Service, Cisco Technologies, Disaster Recovery, Vendor Management, Windows, VMware, Enterprise Architecture, Software Documentation, Integration, IIS, Data Center, IT Strategy, Insurance, Business Process..., Program Management, Visio, Time Management, Risk Management, Team Leadership, Virtualization, System Administration, Project Management, Security, SharePoint, Networking, Training, IT Operations, Microsoft Office, Microsoft SQL Server, Outlook, Agile Methodologies, Quality Assurance, Databases, Analysis, SDLC, IT Management, Citrix, T-SQL, MS Project, Requirements Analysis, Process Improvement, Business Analysis, Leadership
Education
Florida Atlantic University 1996 — 1997
BS, Decision Information Systems
University of Florida 1988 — 1992
BA, Criminology
Paul Tamboe Paul Tamboe's Mutual Service Corporation Experience October 1999 - October 2004
Job Safe Money Advisor
Industry Financial Services
Experience
The Tamboe Group October 2004 - Present
Tamboe Insurance Group October 2004 - Present
Mutual Service Corporation October 1999 - October 2004
Skills
Life Insurance, Fixed Annuities, New Business Development, Whole Life, Public Speaking, Marketing Communications, Employee Benefits, Strategic Planning, Social Media Marketing, Medicare, Retirement, Team Building, Retirement Planning, Account Management, Insurance, Disability Insurance, Long-term Care, Term Life Insurance, Health Insurance, 401k, Critical Illness, Direct Sales, Estate Planning, Financial Advisory, Health Savings Accounts, Leadership, Long Term Care Insurance, Sales Process, Small Business, Training, Universal Life
Education
University of Rhode Island 1978 — 1982
B.A., Communication Studies
Mount Pleasant High 1974 — 1978
The Tamboe Group October 2004 - Present
Tamboe Insurance Group October 2004 - Present
Mutual Service Corporation October 1999 - October 2004
Skills
Life Insurance, Fixed Annuities, New Business Development, Whole Life, Public Speaking, Marketing Communications, Employee Benefits, Strategic Planning, Social Media Marketing, Medicare, Retirement, Team Building, Retirement Planning, Account Management, Insurance, Disability Insurance, Long-term Care, Term Life Insurance, Health Insurance, 401k, Critical Illness, Direct Sales, Estate Planning, Financial Advisory, Health Savings Accounts, Leadership, Long Term Care Insurance, Sales Process, Small Business, Training, Universal Life
Education
University of Rhode Island 1978 — 1982
B.A., Communication Studies
Mount Pleasant High 1974 — 1978
Trent Gain, AIF®, CRPC®, AAMS®'s Mutual Service Corporation Experience January 2009 - September 2009
Job Independent Financial Partners
Industry Financial Services
Experience
USAA August 2010 - June 2013
Stratstone Securities October 2009 - February 2010
Mutual Service Corporation January 2009 - September 2009
Mutual Service Corporation August 2007 - January 2009
Mutual Service Corporation August 2005 - August 2007
Franklin Templeton Investments October 1997 - May 2005
Skills
Series 6, Investment Advisory, Training, Series 65, Investment Strategies, Retirement, Sales Management, Asset Allocation, Life Insurance, Team Leadership, Salesforce.com, Recruiting, Integrity, Presentation Coaching, Strategic Leadership, Retirement Planning, ACT CRM, Financial Advisory, Series 7, Philanthropy, Visual Arts, Financial Services, Series 63, Leadership, Wealth Management, Finance
Education
University of South Florida 1990 — 1995
B.A.
The College for Financial Planning 2010 — 2011
CRPC and AAMS Designations
USAA August 2010 - June 2013
Stratstone Securities October 2009 - February 2010
Mutual Service Corporation January 2009 - September 2009
Mutual Service Corporation August 2007 - January 2009
Mutual Service Corporation August 2005 - August 2007
Franklin Templeton Investments October 1997 - May 2005
Skills
Series 6, Investment Advisory, Training, Series 65, Investment Strategies, Retirement, Sales Management, Asset Allocation, Life Insurance, Team Leadership, Salesforce.com, Recruiting, Integrity, Presentation Coaching, Strategic Leadership, Retirement Planning, ACT CRM, Financial Advisory, Series 7, Philanthropy, Visual Arts, Financial Services, Series 63, Leadership, Wealth Management, Finance
Education
University of South Florida 1990 — 1995
B.A.
The College for Financial Planning 2010 — 2011
CRPC and AAMS Designations
Jeffrey Kirkman, AIF Jeffrey Kirkman, AIF's Mutual Service Corporation Experience May 1984 - December 1989
Job Owner, KM Financial
Industry Financial Services
Experience
KM Financial October 2006 - Present
Sigma Financial Corporation October 2006 - Present
Sigma Financial Corporation October 2006 - Present
Raymond James Financial Inc. January 1998 - October 2006
Mittra Kirkman And Associates, LLC January 1998 - October 2006
Sigma Financial Corporation June 1996 - December 1997
Investment Management & Research (Raymond James Financial Services) August 1993 - June 1996
Woodward Securities Corporation January 1990 - August 1993
Mutual Service Corporation May 1984 - December 1989
Skills
Investment Advisory, Retirement Planning, Mutual Funds, Investments, Financial Advisory, Wealth Management, Strategic Financial..., Estate Planning, Securities, Business Relationship..., Insurance, Alternative Investments, Fixed Annuities, IRAs, Roth IRA, Long-term Care, Securities Compliance, Series 7, Series 24, 401k, 529 Plans
Education
Michigan State University 1981 — 1983
BS, Business
Siena Heights University 1978 — 1980
BAS, Applied Electronics
Grosse Pointe North High School 1974 — 1978
High School
KM Financial October 2006 - Present
Sigma Financial Corporation October 2006 - Present
Sigma Financial Corporation October 2006 - Present
Raymond James Financial Inc. January 1998 - October 2006
Mittra Kirkman And Associates, LLC January 1998 - October 2006
Sigma Financial Corporation June 1996 - December 1997
Investment Management & Research (Raymond James Financial Services) August 1993 - June 1996
Woodward Securities Corporation January 1990 - August 1993
Mutual Service Corporation May 1984 - December 1989
Skills
Investment Advisory, Retirement Planning, Mutual Funds, Investments, Financial Advisory, Wealth Management, Strategic Financial..., Estate Planning, Securities, Business Relationship..., Insurance, Alternative Investments, Fixed Annuities, IRAs, Roth IRA, Long-term Care, Securities Compliance, Series 7, Series 24, 401k, 529 Plans
Education
Michigan State University 1981 — 1983
BS, Business
Siena Heights University 1978 — 1980
BAS, Applied Electronics
Grosse Pointe North High School 1974 — 1978
High School
Leslie A. Grossman's Mutual Service Corporation Experience July 2002 - October 2006
Job President, Double High Five, Inc.
Industry Information Technology and Services
Experience
Double High Five, Inc. March 2014 - Present
Stitches By Leslie December 2011 - Present
Dycom Industries April 2011 - March 2014
Dycom Industries, Inc October 2006 - April 2011
Mutual Service Corporation July 2002 - October 2006
Ocwen 1997 - 2002
Skills
SDLC, SharePoint, Vendor Management, Change Management, Microsoft SQL Server, Quality Assurance, Project Planning, Software Documentation, IT Service Management, Process Improvement, Integration, Project Management, IT Management, Help Desk Support, Testing, Software Quality..., Enterprise Software, License Management, Management, ITIL, Software Development..., Business Analysis, ERP, Project Portfolio..., Six Sigma, Visio, Requirements Analysis, Software Project..., Training, Program Management, IT Strategy, Leadership, Agile Methodologies, Business Intelligence, PMO, Enterprise Architecture, Disaster Recovery, Help Desk Management, Resource Management, Cloud Computing, MSCTS - SQLServer, Strategy
Education
Palm Beach Community College 1996 — 2007
Visual Arts (Part Time)
The School of Hard Knocks 1993 — 1998
Doctor of Philosophy (Ph.D.), IT & Business Management in a real world, A+++
Double High Five, Inc. March 2014 - Present
Stitches By Leslie December 2011 - Present
Dycom Industries April 2011 - March 2014
Dycom Industries, Inc October 2006 - April 2011
Mutual Service Corporation July 2002 - October 2006
Ocwen 1997 - 2002
Skills
SDLC, SharePoint, Vendor Management, Change Management, Microsoft SQL Server, Quality Assurance, Project Planning, Software Documentation, IT Service Management, Process Improvement, Integration, Project Management, IT Management, Help Desk Support, Testing, Software Quality..., Enterprise Software, License Management, Management, ITIL, Software Development..., Business Analysis, ERP, Project Portfolio..., Six Sigma, Visio, Requirements Analysis, Software Project..., Training, Program Management, IT Strategy, Leadership, Agile Methodologies, Business Intelligence, PMO, Enterprise Architecture, Disaster Recovery, Help Desk Management, Resource Management, Cloud Computing, MSCTS - SQLServer, Strategy
Education
Palm Beach Community College 1996 — 2007
Visual Arts (Part Time)
The School of Hard Knocks 1993 — 1998
Doctor of Philosophy (Ph.D.), IT & Business Management in a real world, A+++
Dean Jacobs's Mutual Service Corporation Experience July 2006 - December 2009
Job Accountant
Industry Accounting
Experience
Canon Financial Services, Inc. September 2012 - August 2013
Village of Wellington April 2012 - August 2012
GardaWorld. November 2011 - February 2012
Oxbow May 2011 - August 2011
NextEra Energy Resources November 2010 - February 2011
Mutual Service Corporation July 2006 - December 2009
Skills
Accounting, Ledger, Financial Statements, Accounts Payable, Fixed Assets, Account Reconciliation
Education
University of Phoenix 2005 — 2009
Bachelor in Science, Accounting
Boston University 1998 — 2000
Masters Certificate, C/C++ Programming-Windows Development
Tufts University 1989 — 1994
Bachelor in Science, Mathematics
Canon Financial Services, Inc. September 2012 - August 2013
Village of Wellington April 2012 - August 2012
GardaWorld. November 2011 - February 2012
Oxbow May 2011 - August 2011
NextEra Energy Resources November 2010 - February 2011
Mutual Service Corporation July 2006 - December 2009
Skills
Accounting, Ledger, Financial Statements, Accounts Payable, Fixed Assets, Account Reconciliation
Education
University of Phoenix 2005 — 2009
Bachelor in Science, Accounting
Boston University 1998 — 2000
Masters Certificate, C/C++ Programming-Windows Development
Tufts University 1989 — 1994
Bachelor in Science, Mathematics
Scott Bean Scott Bean's Mutual Service Corporation Experience April 2006 - April 2008
Job Data Management Director at Optima Healthcare Solutions
Industry Information Technology and Services
Experience
Optima Healthcare Solutions April 2010 - Present
Dycom Industries April 2009 - April 2010
Riverside National Bank December 2008 - April 2009
Yacht Watchman International Inc. April 2008 - December 2008
Mutual Service Corporation April 2006 - April 2008
Skills
T-SQL, SQL, Microsoft SQL Server, Data Warehousing, Databases, Data Modeling, Data Architecture, Data Management, Mainframe, DB2, IDMS, ETL, Database Design, SSIS, Software Development, Business Intelligence, Agile Methodologies, Database Administration, SDLC, SSRS
Education
University of Cincinnati 1979 — 1985
Bachelor of Business Administration (B.B.A.), Information Systems
University of Cincinnati 1979 — 1985
Bachelor of Business Administration (B.B.A.), Finance
Optima Healthcare Solutions April 2010 - Present
Dycom Industries April 2009 - April 2010
Riverside National Bank December 2008 - April 2009
Yacht Watchman International Inc. April 2008 - December 2008
Mutual Service Corporation April 2006 - April 2008
Skills
T-SQL, SQL, Microsoft SQL Server, Data Warehousing, Databases, Data Modeling, Data Architecture, Data Management, Mainframe, DB2, IDMS, ETL, Database Design, SSIS, Software Development, Business Intelligence, Agile Methodologies, Database Administration, SDLC, SSRS
Education
University of Cincinnati 1979 — 1985
Bachelor of Business Administration (B.B.A.), Information Systems
University of Cincinnati 1979 — 1985
Bachelor of Business Administration (B.B.A.), Finance
Douglas Fanelli Douglas Fanelli's Mutual Service Corporation Experience 2003 - 2008
Job Sr. Business Development Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2014 - Present
United Planners Financial Services of America December 2009 - June 2013
Sowell Management Services May 2008 - May 2009
Mutual Service Corporation 2003 - 2008
Mutual Service Corporation April 2002 - July 2004
Morgan Stanley January 2001 - May 2002
Skills
Mutual Funds, Securities, ETFs, Financial Advisory, 401k, Recruiting, Finance, Series 7, Wealth Management, Financial Planning, Investment Advisory, Retirement Planning, Asset Management, Series 63, Financial Services, Asset Allocation, Investments
Education
Charleston Southern University 1996 — 2001
BS, Pre-Law
Cardinal Newman High School 1992 — 1996
TD Ameritrade August 2014 - Present
United Planners Financial Services of America December 2009 - June 2013
Sowell Management Services May 2008 - May 2009
Mutual Service Corporation 2003 - 2008
Mutual Service Corporation April 2002 - July 2004
Morgan Stanley January 2001 - May 2002
Skills
Mutual Funds, Securities, ETFs, Financial Advisory, 401k, Recruiting, Finance, Series 7, Wealth Management, Financial Planning, Investment Advisory, Retirement Planning, Asset Management, Series 63, Financial Services, Asset Allocation, Investments
Education
Charleston Southern University 1996 — 2001
BS, Pre-Law
Cardinal Newman High School 1992 — 1996
Chandra Ramsundar, MBA, PMP's Mutual Service Corporation Experience March 2007 - March 2008
Job Engineering Project Manager at LexisNexis
Industry Information Technology and Services
Experience
LexisNexis October 2012 - Present
Campus Management April 2008 - October 2012
Mutual Service Corporation March 2007 - March 2008
Authentium, Inc. October 2006 - January 2007
ADT Security Services January 2002 - October 2006
ADT Security Services September 2001 - January 2002
ADT Security Services March 1999 - August 2001
Skills
Business Analysis, SDLC, Visio, Integration, Program Management, SharePoint, PMP, Security, Project Management, Requirements Analysis, Process Improvement, Vendor Management, Software Documentation, Disaster Recovery, Software Project..., IT Management, Quality Assurance, Agile Methodologies, Software Implementation, Business Process, Software Development, Strategy, Management, Leadership, PMO, Business Intelligence, Requirements Gathering, Information Technology
Education
Nova Southeastern University 2004 — 2006
MBA
Florida Atlantic University 2002 — 2003
BBA
Broward Community College 1996 — 1999
AA
LexisNexis October 2012 - Present
Campus Management April 2008 - October 2012
Mutual Service Corporation March 2007 - March 2008
Authentium, Inc. October 2006 - January 2007
ADT Security Services January 2002 - October 2006
ADT Security Services September 2001 - January 2002
ADT Security Services March 1999 - August 2001
Skills
Business Analysis, SDLC, Visio, Integration, Program Management, SharePoint, PMP, Security, Project Management, Requirements Analysis, Process Improvement, Vendor Management, Software Documentation, Disaster Recovery, Software Project..., IT Management, Quality Assurance, Agile Methodologies, Software Implementation, Business Process, Software Development, Strategy, Management, Leadership, PMO, Business Intelligence, Requirements Gathering, Information Technology
Education
Nova Southeastern University 2004 — 2006
MBA
Florida Atlantic University 2002 — 2003
BBA
Broward Community College 1996 — 1999
AA
Carlos B Vasquez's Mutual Service Corporation Experience January 2006 - Present
Job Programmer analyst at Mutual Service Corporation
Industry Financial Services
Experience
Mutual Service Corporation January 2006 - Present
Sheridan HealthCorp February 2006 - December 2006
Education
Universidad Nacional Pedro Henríquez Ureña 1989 — 1994
Mutual Service Corporation January 2006 - Present
Sheridan HealthCorp February 2006 - December 2006
Education
Universidad Nacional Pedro Henríquez Ureña 1989 — 1994
Rodger Hoofnagle's Mutual Service Corporation Experience 2000 - 2004
Job Sr. Regional Business Consultant at Curian Capital
Industry Financial Services
Experience
Curian Capital February 2009 - September 2015
Curian Capital, LLC March 2009 - 2011
National Financial Partners August 2007 - December 2008
Curian Capital 2005 - 2007
Mutual Service Corporation 2000 - 2004
Skills
Financial Advisory, Marketing, Series 7, Business consulting, Experienced Sales..., Registered Investment..., Series 65
Education
Sam Houston State University 1994 — 1997
BBA, Marketing
Curian Capital February 2009 - September 2015
Curian Capital, LLC March 2009 - 2011
National Financial Partners August 2007 - December 2008
Curian Capital 2005 - 2007
Mutual Service Corporation 2000 - 2004
Skills
Financial Advisory, Marketing, Series 7, Business consulting, Experienced Sales..., Registered Investment..., Series 65
Education
Sam Houston State University 1994 — 1997
BBA, Marketing
Michael Semiglia's Mutual Service Corporation Experience May 1999 - September 2000
Job Senior Infrastructure Architect at Tronox
Industry Information Technology and Services
Experience
Tronox February 2015 - Present
Unum May 2005 - February 2015
Manpower Professional October 2000 - May 2005
Mutual Service Corporation May 1999 - September 2000
TEKsystems January 1998 - April 1999
DGS COMPUTER SERVICES, INC February 1997 - January 1998
DATA MANAGEMENT ASSOCIATES October 1994 - February 1997
LOCKHEED SPACE OPERATION November 1989 - May 1994
Skills
Windows Server, Information Architecture, Active Directory, Troubleshooting, VMware, Virtualization, CISSP, Disaster Recovery, Microsoft Exchange, IT Management, Enterprise Architecture, VMware ESX, Infrastructure, Powershell, System Deployment, Data Center, Cloud Computing, SCCM, ITIL, Group Policy, IIS, VSS, IT Operations, Windows 7, Servers, Integration, System Administration, VMware Infrastructure, vSphere
Education
Florida Institute of Technology 1984 — 1989
Bachelor of Science, Electrical Engineering
Tronox February 2015 - Present
Unum May 2005 - February 2015
Manpower Professional October 2000 - May 2005
Mutual Service Corporation May 1999 - September 2000
TEKsystems January 1998 - April 1999
DGS COMPUTER SERVICES, INC February 1997 - January 1998
DATA MANAGEMENT ASSOCIATES October 1994 - February 1997
LOCKHEED SPACE OPERATION November 1989 - May 1994
Skills
Windows Server, Information Architecture, Active Directory, Troubleshooting, VMware, Virtualization, CISSP, Disaster Recovery, Microsoft Exchange, IT Management, Enterprise Architecture, VMware ESX, Infrastructure, Powershell, System Deployment, Data Center, Cloud Computing, SCCM, ITIL, Group Policy, IIS, VSS, IT Operations, Windows 7, Servers, Integration, System Administration, VMware Infrastructure, vSphere
Education
Florida Institute of Technology 1984 — 1989
Bachelor of Science, Electrical Engineering
Shashin Shah's Mutual Service Corporation Experience March 2002 - June 2006
Job Providing Collaborative Wealth Management for Accomplished Individuals and Families in the DallasFort Worth Area
Industry Financial Services
Experience
SGS Wealth Management June 2006 - Present
Mutual Service Corporation March 2002 - June 2006
RAF Corporation, Dallas August 1999 - March 2002
Skills
Wealth Management, Investments, Retirement Planning, Retirement, Financial Advisory, Wealth, Wealth Management..., Strategic Partnerships, Finance, Leadership, Management, Investment Advisory, Personal Finance, Strategic Financial..., Tax, Mutual Funds, Asset Allocation, Portfolio Management
Education
The University of Dallas 2004 — 2006
CFA Program, Investment Management
University of North Texas 2001 — 2002
CFP Certificate Course, Financial Planning
State University of New York at Albany 1989 — 1993
BS, Biology, General
SGS Wealth Management June 2006 - Present
Mutual Service Corporation March 2002 - June 2006
RAF Corporation, Dallas August 1999 - March 2002
Skills
Wealth Management, Investments, Retirement Planning, Retirement, Financial Advisory, Wealth, Wealth Management..., Strategic Partnerships, Finance, Leadership, Management, Investment Advisory, Personal Finance, Strategic Financial..., Tax, Mutual Funds, Asset Allocation, Portfolio Management
Education
The University of Dallas 2004 — 2006
CFA Program, Investment Management
University of North Texas 2001 — 2002
CFP Certificate Course, Financial Planning
State University of New York at Albany 1989 — 1993
BS, Biology, General
David Lebenson's Mutual Service Corporation Experience 1995 - 1996
Job Chief Financial Officer at Rendina Healthcare Real Estate
Industry Real Estate
Experience
Rendina Healthcare Real Estate January 2011 - Present
Rendina Companies 2003 - January 2011
Rendina Companies 2001 - 2003
Paramount Real Estate Services 1998 - 2001
American Metro Study 1997 - 1998
Mutual Service Corporation 1995 - 1996
Education
Florida State University 1991 — 1995
Rendina Healthcare Real Estate January 2011 - Present
Rendina Companies 2003 - January 2011
Rendina Companies 2001 - 2003
Paramount Real Estate Services 1998 - 2001
American Metro Study 1997 - 1998
Mutual Service Corporation 1995 - 1996
Education
Florida State University 1991 — 1995
Bonnie Kirchner, CFP(R), MST's Mutual Service Corporation Experience September 2006 - August 2009
Job Speaker, Financial Educator, and Author
Industry Primary/Secondary Education
Experience
$ea Change Financial Education, LLC December 2009 - Present
Buzzards Bay Regatta August 2013 - Present
FT Press February 2009 - Present
Mutual Service Corporation September 2006 - August 2009
Winslow, Evans & Crocker, Inc. 2004 - 2006
CBS 4 Boston/WBZTV April 2002 - April 2005
WBIX 1999 - 2004
Financial Perspectives 1993 - 2004
Skills
Corporations, Municipalities, Investments, Editing, Strategic Financial..., Asset Managment, Personal Finance, Financial Analysis, Public Speaking, Estate Planning, Books, Small Business, Research, Non-profits, Publishing, Investment Advisory, Securities, Wealth Management, Published Author, Equities, Marketing Communications, Asset Management, Social Networking, Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2001
MS, Taxation
Purdue University 1985 — 1990
BS, Financial Counseling and Planning
WHS
$ea Change Financial Education, LLC December 2009 - Present
Buzzards Bay Regatta August 2013 - Present
FT Press February 2009 - Present
Mutual Service Corporation September 2006 - August 2009
Winslow, Evans & Crocker, Inc. 2004 - 2006
CBS 4 Boston/WBZTV April 2002 - April 2005
WBIX 1999 - 2004
Financial Perspectives 1993 - 2004
Skills
Corporations, Municipalities, Investments, Editing, Strategic Financial..., Asset Managment, Personal Finance, Financial Analysis, Public Speaking, Estate Planning, Books, Small Business, Research, Non-profits, Publishing, Investment Advisory, Securities, Wealth Management, Published Author, Equities, Marketing Communications, Asset Management, Social Networking, Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2001
MS, Taxation
Purdue University 1985 — 1990
BS, Financial Counseling and Planning
WHS
Jay Vinson's Mutual Service Corporation Experience 2000 - 2008
Job Vice President, New Business Development at Cetera Advisors LLC
Industry Financial Services
Experience
Cetera Advisors LLC October 2010 - Present
Next Financial January 2008 - September 2010
Mutual Service Corporation 2000 - 2008
Investors Financial Group 1998 - 2000
H.D. Vest Financial Services 1996 - 1999
Skills
New Business Development, Financial Recruiting, Business Management, Practice Management, Strategic Consulting
Education
The University of Texas at Dallas
Economics, Finance
Cetera Advisors LLC October 2010 - Present
Next Financial January 2008 - September 2010
Mutual Service Corporation 2000 - 2008
Investors Financial Group 1998 - 2000
H.D. Vest Financial Services 1996 - 1999
Skills
New Business Development, Financial Recruiting, Business Management, Practice Management, Strategic Consulting
Education
The University of Texas at Dallas
Economics, Finance
Rohini Peta's Mutual Service Corporation Experience January 2007 - December 2008
Job QA Analyst at CertusView Technologies
Industry Financial Services
Experience
Dycom Industries March 2009 - August 2010
CertusView March 2009 - August 2010
Mutual Service corporation January 2007 - December 2008
Skills
Databases, TFS, Quality Assurance, Testing, Program Management, Software Documentation, Software Quality..., Quality Center, Visual Studio, Microsoft SQL Server, Agile Methodologies, SDLC, SSRS, T-SQL, ASP.NET, C#, SOA, .NET, QTP, Waterfall, XML, SharePoint, Test Planning, Visio, Requirements Analysis, Test Automation, SQL, Regression Testing, Test Cases, Requirements Gathering, User Acceptance Testing, System Testing, Defect Tracking, JIRA, Manual Testing, LoadRunner, Test Execution, Test Strategy, Exploratory Testing, Agile Testing, HP Quality Center
Education
Osmania University
Master's
St. Francis College for Women, An Autonomous College of Osmania University
Bachelor's
Dycom Industries March 2009 - August 2010
CertusView March 2009 - August 2010
Mutual Service corporation January 2007 - December 2008
Skills
Databases, TFS, Quality Assurance, Testing, Program Management, Software Documentation, Software Quality..., Quality Center, Visual Studio, Microsoft SQL Server, Agile Methodologies, SDLC, SSRS, T-SQL, ASP.NET, C#, SOA, .NET, QTP, Waterfall, XML, SharePoint, Test Planning, Visio, Requirements Analysis, Test Automation, SQL, Regression Testing, Test Cases, Requirements Gathering, User Acceptance Testing, System Testing, Defect Tracking, JIRA, Manual Testing, LoadRunner, Test Execution, Test Strategy, Exploratory Testing, Agile Testing, HP Quality Center
Education
Osmania University
Master's
St. Francis College for Women, An Autonomous College of Osmania University
Bachelor's
Antonio Gonzalez, PMP's Mutual Service Corporation Experience March 2003 - September 2003
Job Consultant at Citigroup
Industry Information Technology and Services
Experience
Citigroup June 2009 - Present
Fiserv Lending Solutions September 2005 - November 2008
Mortgage Systems International October 2003 - September 2005
Mutual Service Corporation March 2003 - September 2003
JM Family Enterprises December 2001 - January 2003
Ocwen Financial Corporation April 1998 - August 2001
The Children's Hospital of Buffalo March 1996 - March 1998
Diocese of Buffalo August 1990 - February 1996
Education
Canisius College 1992 — 1995
MBA
Pace University 1987 — 1990
BBA, Management Information Systems
Xavier High School 1979 — 1983
Citigroup June 2009 - Present
Fiserv Lending Solutions September 2005 - November 2008
Mortgage Systems International October 2003 - September 2005
Mutual Service Corporation March 2003 - September 2003
JM Family Enterprises December 2001 - January 2003
Ocwen Financial Corporation April 1998 - August 2001
The Children's Hospital of Buffalo March 1996 - March 1998
Diocese of Buffalo August 1990 - February 1996
Education
Canisius College 1992 — 1995
MBA
Pace University 1987 — 1990
BBA, Management Information Systems
Xavier High School 1979 — 1983
Scott Butterworth's Mutual Service Corporation Experience 1994 - 2006
Job Director, Advanced Marketing
Industry Insurance
Experience
The Prudential Insurance Company of America January 2013 - Present
The Hartford January 2007 - January 2013
Mutual Service Corporation 1994 - 2006
Skills
Series 63, Long-term Care, Mutual Funds, Wealth Management, Life Insurance, Retirement, 401k, Securities, Financial Advisory, FINRA, Risk Management, Investments, Employee Benefits, Retirement Planning, Insurance, Financial Services, Investment Advisory, Relationship Management, Term Life Insurance, Salesforce.com, Asset Allocation, Fixed Annuities, Alternative Investments, ETFs
Education
Ithaca College 1979 — 1983
B.A., Economics
The Prudential Insurance Company of America January 2013 - Present
The Hartford January 2007 - January 2013
Mutual Service Corporation 1994 - 2006
Skills
Series 63, Long-term Care, Mutual Funds, Wealth Management, Life Insurance, Retirement, 401k, Securities, Financial Advisory, FINRA, Risk Management, Investments, Employee Benefits, Retirement Planning, Insurance, Financial Services, Investment Advisory, Relationship Management, Term Life Insurance, Salesforce.com, Asset Allocation, Fixed Annuities, Alternative Investments, ETFs
Education
Ithaca College 1979 — 1983
B.A., Economics
Farrukh Khawaja's Mutual Service Corporation Experience October 1999 - April 2002
Job IT Specialist at HCL Technologies
Industry Education Management
Experience
HCL Technologies June 2014 - Present
Apollo Recycling November 2013 - Present
Apollo Education Group August 2002 - October 2013
Mutual Service Corporation October 1999 - April 2002
NetData Solutions April 1996 - March 1999
Skills
Disaster Recovery, Servers, Active Directory, Troubleshooting, Windows 7, VPN, Project Management, Software Installation, ITIL, DNS, SharePoint, Operating Systems, Computer Hardware, IT Operations, Cisco Technologies, System Administration, Visio, Data Center, Networking, System Deployment, Microsoft Exchange, Security, Virtualization, IT Management, XP, Hardware, Technical Support, TCP/IP, A+ Certified, Printers, Information Security, Antivirus, VoIP, VMware, Firewalls, Network Security, Help Desk Support, Network Administration, Switches, Windows Server, Microsoft Certified..., Wireless Networking, Information Technology, Citrix, Microsoft Technologies, Infrastructure, Laptops, LAN-WAN, IT Service Management, Customer Service
Education
Dawood College of Engineering and Tecnology 1973 — 1978
BS, Electrical Engineering
NED University of Engineering and Technology
BS, Electrical Engineering
HCL Technologies June 2014 - Present
Apollo Recycling November 2013 - Present
Apollo Education Group August 2002 - October 2013
Mutual Service Corporation October 1999 - April 2002
NetData Solutions April 1996 - March 1999
Skills
Disaster Recovery, Servers, Active Directory, Troubleshooting, Windows 7, VPN, Project Management, Software Installation, ITIL, DNS, SharePoint, Operating Systems, Computer Hardware, IT Operations, Cisco Technologies, System Administration, Visio, Data Center, Networking, System Deployment, Microsoft Exchange, Security, Virtualization, IT Management, XP, Hardware, Technical Support, TCP/IP, A+ Certified, Printers, Information Security, Antivirus, VoIP, VMware, Firewalls, Network Security, Help Desk Support, Network Administration, Switches, Windows Server, Microsoft Certified..., Wireless Networking, Information Technology, Citrix, Microsoft Technologies, Infrastructure, Laptops, LAN-WAN, IT Service Management, Customer Service
Education
Dawood College of Engineering and Tecnology 1973 — 1978
BS, Electrical Engineering
NED University of Engineering and Technology
BS, Electrical Engineering
Diane Potter's Mutual Service Corporation Experience October 2004 - September 2009
Job President, RETTOP & ASSOCIATES
Industry Writing and Editing
Experience
Justin Bartlett Animal Rescue June 2009 - Present
RETTOP & ASSOCIATES January 1987 - Present
Various National Publications in US and Abroad October 1971 - September 2013
Mutual Service Corporation October 2004 - September 2009
Skills
Public Speaking, Strategic Communications, Creative Writing, Publications, Speech Writing, Public Relations, News Writing, Copy Editing, Publishing, Editing, Magazines, Copywriting, Blogging, Editorial, Journalism, Newspapers, Web Content, Storytelling, Press Releases, Media Relations, Advertising, Social Networking, Social Media, Social Media Marketing, AP Style, Newsletters, Books
Education
Florida Atlantic University
Journalism
Palm Beach State College
Seacrest High School, Florida Atlantic, Palm Beach State College
Broadcast Journalism
Justin Bartlett Animal Rescue June 2009 - Present
RETTOP & ASSOCIATES January 1987 - Present
Various National Publications in US and Abroad October 1971 - September 2013
Mutual Service Corporation October 2004 - September 2009
Skills
Public Speaking, Strategic Communications, Creative Writing, Publications, Speech Writing, Public Relations, News Writing, Copy Editing, Publishing, Editing, Magazines, Copywriting, Blogging, Editorial, Journalism, Newspapers, Web Content, Storytelling, Press Releases, Media Relations, Advertising, Social Networking, Social Media, Social Media Marketing, AP Style, Newsletters, Books
Education
Florida Atlantic University
Journalism
Palm Beach State College
Seacrest High School, Florida Atlantic, Palm Beach State College
Broadcast Journalism
Amy Betts's Mutual Service Corporation Experience November 2005 - October 2009
Job Owner, LNB Financial
Industry Financial Services
Experience
LNB Financial June 2012 - Present
National Financial Alliance, LLC January 2010 - June 2012
Mutual Service Corporation November 2005 - October 2009
ProEquities, Inc. February 2001 - November 2005
BISYS 1999 - 2000
Securities Consultants International (Purchased by BISYS) 1995 - 1998
Securities Consultants International 1994 - 1995
Securities Consultants International 1993 - 1994
Skills
Securities, Series 7, Risk Management, Investment Advisory, Estate Planning, Series 24, Customer Service, Training, Fixed Annuities, Retirement, Retirement Planning, Wealth Management, Alternative Investments, Mutual Funds, Financial Advisory, 401k, ETFs, Investment Strategies, Management, Consulting, Recruiting, Investments, Series 63, Strategic Financial..., Uniform Combined State..., Marketing, Public Speaking, Disaster Recovery, Corporate Training, Small Office
Education
Florida Atlantic University 1991 — 1995
Bachelors of Science, Accounting
LNB Financial June 2012 - Present
National Financial Alliance, LLC January 2010 - June 2012
Mutual Service Corporation November 2005 - October 2009
ProEquities, Inc. February 2001 - November 2005
BISYS 1999 - 2000
Securities Consultants International (Purchased by BISYS) 1995 - 1998
Securities Consultants International 1994 - 1995
Securities Consultants International 1993 - 1994
Skills
Securities, Series 7, Risk Management, Investment Advisory, Estate Planning, Series 24, Customer Service, Training, Fixed Annuities, Retirement, Retirement Planning, Wealth Management, Alternative Investments, Mutual Funds, Financial Advisory, 401k, ETFs, Investment Strategies, Management, Consulting, Recruiting, Investments, Series 63, Strategic Financial..., Uniform Combined State..., Marketing, Public Speaking, Disaster Recovery, Corporate Training, Small Office
Education
Florida Atlantic University 1991 — 1995
Bachelors of Science, Accounting
Gordon Jahnig's Mutual Service Corporation Experience 1990 - 2009
Job Director of Sales Support at Summit Brokerage Services, Inc
Industry Financial Services
Experience
Summit Brokerage Services September 2009 - Present
Mutual Service Corporation/LPL November 1990 - October 2009
Mutual Service Corporation 1990 - 2009
Mutual Service Corp affliated with LPL Financial Services 1990 - 2009
Skills
Mutual Funds, Marketing, Financial Advisory, Wealth Management, Investments, Retirement Planning, Securities, Investment Advisory, Alternative Investments, Strategic Financial..., Financial Services, Asset Management
Education
University of Florida 1977 — 1984
Finance, General
Summit Brokerage Services September 2009 - Present
Mutual Service Corporation/LPL November 1990 - October 2009
Mutual Service Corporation 1990 - 2009
Mutual Service Corp affliated with LPL Financial Services 1990 - 2009
Skills
Mutual Funds, Marketing, Financial Advisory, Wealth Management, Investments, Retirement Planning, Securities, Investment Advisory, Alternative Investments, Strategic Financial..., Financial Services, Asset Management
Education
University of Florida 1977 — 1984
Finance, General
Gari Sanfilippo's Mutual Service Corporation Experience March 2000 - November 2005
Job Compliance Officer
Industry Financial Services
Experience
GWN Securities, Inc April 2012 - Present
Mutual Service Corporation March 2000 - November 2005
Skills
Risk Management, Investments, Capital Markets, Asset Management
Education
University of Central Florida 1996 — 1998
Bachelor of Science (BS), Finance, General
GWN Securities, Inc April 2012 - Present
Mutual Service Corporation March 2000 - November 2005
Skills
Risk Management, Investments, Capital Markets, Asset Management
Education
University of Central Florida 1996 — 1998
Bachelor of Science (BS), Finance, General
Jeffrey Talbott's Mutual Service Corporation Experience 1997 - 2003
Job Investment Advisor with 25+ experience
Industry Financial Services
Experience
Investors Capital Corp June 2012 - Present
Investors Capital 2004 - Present
Virginia Symphony Orchestra 2013 - 2014
Mutual Service Corporation 1997 - 2003
Skills
Financial Advisory, Trading, Derivatives, Investments, Financial Risk, Managerial Finance, Securities, Quantitative Market..., Yield Management, Market Analysis, Business Strategy, Consulting, Lecturing, University Teaching, Financial Services
Education
CFA Institute 2013 — 2015
CFA certification, Risk and Investment management
Walden University 2010 — 2015
Candidate for Doctor of Business Administration, Finance, General, 3.83
Ashland University 2005 — 2007
Master of Business Administration (MBA), Finance and Globalization, 3.9
Kent State University 1977 — 1982
Bachelor of Arts (BA), Psychology
Investors Capital Corp June 2012 - Present
Investors Capital 2004 - Present
Virginia Symphony Orchestra 2013 - 2014
Mutual Service Corporation 1997 - 2003
Skills
Financial Advisory, Trading, Derivatives, Investments, Financial Risk, Managerial Finance, Securities, Quantitative Market..., Yield Management, Market Analysis, Business Strategy, Consulting, Lecturing, University Teaching, Financial Services
Education
CFA Institute 2013 — 2015
CFA certification, Risk and Investment management
Walden University 2010 — 2015
Candidate for Doctor of Business Administration, Finance, General, 3.83
Ashland University 2005 — 2007
Master of Business Administration (MBA), Finance and Globalization, 3.9
Kent State University 1977 — 1982
Bachelor of Arts (BA), Psychology
Stephanie Logue's Mutual Service Corporation Experience September 1992 - August 2000
Job Realtor
Industry Real Estate
Experience
Palm Beach County Sheriff's Office August 2009 - Present
Exit Realty Premier May 2013 - October 2013
Grand Bank & Trust August 2000 - July 2001
Mutual Service Corporation September 1992 - August 2000
Skills
Microsoft Word, Microsoft Excel, Customer Service, Microsoft Office, Sales, Outlook, Real Estate, Research, Teamwork, Data Entry, Spreadsheets, Risk Management, Training, Public Speaking, Strategic Planning, Analysis, Budgets
Education
University of Rhode Island - College of Business Administration 1987 — 1991
BS, Finance
Palm Beach County Sheriff's Office August 2009 - Present
Exit Realty Premier May 2013 - October 2013
Grand Bank & Trust August 2000 - July 2001
Mutual Service Corporation September 1992 - August 2000
Skills
Microsoft Word, Microsoft Excel, Customer Service, Microsoft Office, Sales, Outlook, Real Estate, Research, Teamwork, Data Entry, Spreadsheets, Risk Management, Training, Public Speaking, Strategic Planning, Analysis, Budgets
Education
University of Rhode Island - College of Business Administration 1987 — 1991
BS, Finance
rosie northey's Mutual Service Corporation Experience October 2002 - July 2007
Job HR Assistant
Industry Health, Wellness and Fitness
Experience
A Plus Home Health Care, Inc. February 2014 - Present
Florida Power & Light July 2007 - January 2012
Mutual Service Corporation October 2002 - July 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook
Education
Flint River Technical College 1994 — 1997
Technical Diploma, Business and Office Technology
A Plus Home Health Care, Inc. February 2014 - Present
Florida Power & Light July 2007 - January 2012
Mutual Service Corporation October 2002 - July 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook
Education
Flint River Technical College 1994 — 1997
Technical Diploma, Business and Office Technology
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY