National Asset Management
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National Asset Management Employees
Texas A&M International University September 2010 - Present
University of Washington Libraries March 2010 - June 2010
National Asset Management June 2009 - June 2010
University of Washington Libraries October 2008 - June 2010
Getty Images September 2009 - December 2009
University of Washington Libraries September 2008 - June 2009
UC Davis August 2006 - February 2008
UC Davis August 2005 - August 2006
UC Davis October 2004 - December 2005
Skills
Metadata, Cataloging, Library, Information Literacy, Digitization, Archives, Research, Library Science, Special Collections, Editing, Collection Development, History, Teaching, Taxonomy, Library Instruction, Higher Education, Library Research, Virtual Reference, Community Outreach, Academic Libraries, Archaeology, Anthropology, Cultural Anthropology, Trails, Grant Writing, Books, EAD, Digital Libraries, Library Reference, Electronic Resources, Library Management, Libraries
Education
University of Washington 2008 — 2010
Master, Library and Information Science
University of California, Davis 2001 — 2006
Bachelor of Arts, Anthropology
National Asset Management January 2008 - Present
Wells Fargo Advisors January 2004 - January 2008
UBS January 2002 - January 2004
Skills
Strategic Financial..., Mutual Funds,..., Annuity Sales, Estate Planning, Equity Trading, IRAs, Mutual Funds, 401k Rollovers, Bond Markets, Life Insurance, Series 7, Finance, Series 65, Series 63, Retirement Planning, Financial Planning
Education
Nova Southeastern University 2013 — 2015
Master of Business Administration (MBA), Finance, General
Florida State University 1997 — 2001
BACHELOR'S OF SCIENCE, Finance, General
Rehmann January 2011 - Present
Rehmann 2011 - Present
Hylant Group 2001 - 2010
National Asset Management 1996 - 1998
Skills
Retirement Planning, Retirement, Employee Benefits, 401k, Mutual Funds, Pensions, Wealth Management
Education
Indiana University - Kelley School of Business 1981 — 1985
Bachelor of Science (BS), Marketing/Advertising
Hunter Warfield November 2013 - June 2015
Asset Acceptance October 2012 - October 2013
Asset Acceptance April 2011 - September 2012
Portfolio Recovery Associates August 2003 - April 2011
National Asset Management August 1998 - August 2003
Skills
Team Building, Coaching, Cold Calling, Hiring, Leadership Development, Interviews, Leadership, Outsourcing, Management, Call Centers, Strategic Planning, Process Improvement, Analysis, Sales, Sales Management, Banking, Vendor Management, Training, Onboarding, Recruiting, Outlook, Business Analysis, Accounts Receivable, Operations Management, Financial Analysis, Portfolio Management, Budgets, Financial Services, Customer Service, Business Development, Mortgage Lending, PeopleSoft, Team Leadership, Customer Satisfaction, Credit Risk, Forecasting, Time Management, Risk Management, Strategy, Human Resources, Loss Mitigation, Executive Management, Collections, Performance Management, Change Management, Negotiation, Microsoft Excel, Business Process...
Education
George Mason University 1991 — 1996
Public Administration
Brussels American 1988 — 1989
National Asset Management September 2012 - November 2013
Fidelity Institutional November 2007 - January 2012
TD Waterhouse May 1998 - July 2005
Skills
Risk Management, Securities, Series 7, Mutual Funds, Fixed Income, Bonds, Equities, Options, Relationship Management, Custody Services, ETFs, Day Trading, 529 Plans, Asset Allocation, IRAs, Regulatory Compliance, Margin, Agile Methodologies, AML, CIP, KYC, DTC, P&S, ACATS, FINRA, Branch Operation, Cashiering, New Account Management, Reorganization, Stock Loan, Transfer Agent, Project Management, Branch Liason, Lean Manufacturing, Tax Reporting, Six Sigma, Professional Selling..., Financial Services, Investments, Trading, Finance, Asset Management
Education
Pace University - Lubin School of Business
BBA, Finance
St. John's University
Associate's degree, Business Administration and Management, General
National Securities Corporation August 2007 - Present
National Asset Management August 2007 - Present
Merrill Lynch 2004 - 2007
UBS Wealth Management 2002 - 2004
Fusion Management Consulting 1995 - 2002
A.T. Kearney 1993 - 1995
Deloitte Consulting 1988 - 1993
Education
The George Washington University 1983 — 1986
M.S., Operations Research
Carnegie Mellon University 1979 — 1983
B.S., Mathematics (Operations Research and Statistics)
National Asset Management 2011 - Present
RBC Wealth Management October 2009 - September 2010
Weichert Realtors April 2004 - September 2009
Credit Suisse April 2000 - January 2004
Refco Capital Markets January 1998 - March 2000
Skills
Fixed Income, Portfolio Management, Retirement Planning, Municipal Bonds, Asset Allocation, Risk Management, Credit, Retirement, Equities, Trading, Sales, Finance, Real Estate, Asset Management, Mortgage Lending, Banking
Education
Monmouth University 1977 — 1980
Bachelor Science, Summa Cum Laude, 3.91 ranked 13/491
Series 66 Investment Advisor Representative
Series 7 Securities Representative
Series 3 Commodities Futures Broker
NJ Life and Health Producer
NJ Property and Casualty Producer
Ed Slott IRA Seminar for Advisors
Lanier Asset Management, LLC July 2011 - Present
AEGON February 2010 - June 2011
AEGON - Institutional Markets Division 2008 - 2010
AEGON - Structured Products Division 2006 - 2008
INVESCO - National Asset Management 1995 - 2005
National Asset Management 1991 - 1995
Education
Bellarmine University 2009 — 2010
MBA, Business Administration
All Occasions Party Rental April 2014 - Present
National Asset Management January 2014 - April 2014
Dynamic Healthcare Solutions June 2013 - April 2014
Eightfold Leadership May 2013 - April 2014
Invoice Audit Systems May 2013 - April 2014
National Commercial Collections April 2013 - April 2014
Affordable Medical Services December 2013 - January 2014
Bruegger's Bagels May 2009 - April 2013
Bruegger's Bagels February 2011 - August 2011
Bruegger's Bagels May 2008 - May 2009
Skills
Event Planning, Customer Service, Wedding Planning, Private Events, Marketing, Social Media Marketing, Sales, Social Networking, Special Events, PartyCAD, DebtNebt, Microsoft Excel, Microsoft Word, Microsoft Office, Access, Cold Calling, Medical Billing, Clerical Skills, Time Management, Social Media, Event Management, Public Speaking, Trade Shows, Leadership, Management
Education
Robert Morris University 2008 — 2012
Bachelor of Arts (BA), Corporate Communications
Self-Employed November 2010 - Present
Robert Half International November 2004 - October 2010
Regency Upholstery March 2004 - October 2004
National Asset Management February 2003 - March 2004
Various Temp AgenciesBroome October 2002 - February 2003
Nationwide Credit, Inc January 1998 - January 2002
Skills
Outlook
Education
Houghton College 1994 — 1998
B.MUS, Music Education; Vocal/Choral
Credit/ Collections Harsco Infrastructures Americas December 2008 - Present
Harsco Corporation December 2008 - January 2011
National Asset Management March 2006 - December 2008
Bernstein Law Firm 2001 - 2005
Education
University of California, Los Angeles 1989 — 1992
B.A, Business
Emerson Climate Technologies September 2011 - Present
CompuCredit May 2008 - March 2010
CompuCredit March 2005 - May 2008
Focus Receivables Management July 2003 - October 2004
National Asset Management September 2002 - June 2003
Skills
Recruiting, Management, Training, Leadership, Coaching, Project Management, Employee Benefits, Data Entry, Finance, Financial Services, Microsoft Word, Microsoft Excel, Data Analysis, Credit, Financial Analysis, Vendor Management, Financial Reporting, Insurance, Budgets, Outlook, Forecasting, Process Improvement, Risk Management, Banking, Relationship Management, Cash Management, Customer Service, Call Center, Time Management, Refrigeration, Customer Contact, Remote Troubleshooting
Education
Jackson State University 1992 — 1998
Mathematic
Bay Springs High 1989 — 1992
Gerald E. Moore & Associates, P.C. 2003 - Present
National Asset Management 2000 - 2003
Skyline Forming 1996 - 1999
Education
Georgia State University 1985 — 1989
BBA, Accounting
The Underwriters Group April 2002 - Present
Marsh, Inc. June 1999 - December 2000
National Asset Management 1988 - 1999
Skills
Insurance, Workers Compensation, Underwriting, Professional Liability, Casualty, General Insurance, Employment Practices..., Excess, Brokers, Risk Management, Inland Marine, D&O, New Business Development, Insurance Brokerage, Customer Service, Employee Benefits, Homeowners, Reinsurance, Financial Risk, Account Management, Small Business, Risk Analysis, Captives, Marketing, Casualty Insurance
Education
University of Louisville 1985 — 2000
Finance
Presbyterian Church (USA) February 2005 - Present
National Asset Management April 2000 - May 2004
Humana Military Healthcare Services April 1996 - April 2000
Skills
Microsoft Office, Adobe Acrobat, Non-profits, Marketing, Public Speaking, Nonprofits, Preaching, Budgets, Community Outreach, Fundraising, Management
Education
University of Louisville 1978 — 1987
BS, Accounting and Finance
Atherton 1974 — 1978
Diploma, General
Principal Financial Group November 2013 - Present
National Asset Management June 2012 - November 2014
Morgan Stanley Smith Barney July 2010 - December 2010
Merrill Lynch November 1991 - July 2010
Merrill Lynch November 1990 - July 2010
Skills
401 (k), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 7,63 and 65..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation
Education
LSU 1975 — 1978
BA
Tennessee State University
Economics
Synergy HomeCare August 2013 - Present
National Securities Corporation March 2002 - November 2011
National Asset Management December 1998 - November 2011
Walmart August 1996 - July 1998
Skills
Financial Analysis, Investments, Financial Reporting, Mergers & Acquisitions, Securities, Cash Management, Accounting, Analysis, Asset Management, Forecasting, Finance, Insurance, Auditing, Strategic Financial..., Budgets, Wealth Management, Portfolio Management, Equities, Managerial Finance, Banking, Mergers, Due Diligence, Trading, Financial Modeling, Financial Management, Budgeting, Financial Planning, Mutual Funds, Risk Management, Home Care, Senior Services, Healthcare, Healthcare Management, Home Health Agencies, Executive Management
Education
City University of Seattle 1994 — 1996
MBA, Financial Management
Boise State University 1990 — 1994
BBA, Computer Information System
Alorica January 2005 - September 2015
Convergys December 2002 - August 2004
National Asset Management January 1999 - December 2001
Waste Management January 1997 - January 1999
Skills
Call Centers, Collections, Employee Relations, Employee Benefits, Account Management, Operations Management, Recruiting, Employee Training
Education
Florida Memorial College
Bachelor of Science (BS), Management Information Systems, General
Keller Graduate School of Management of DeVry University
Master's degree, Human Resources Management and Services
Textron Financial May 2007 - February 2010
Textron Financial January 2002 - May 2007
Bank of America January 2001 - January 2002
Bank of America January 2001 - January 2002
National Asset Management January 1998 - January 2001
National Asset Management January 1998 - January 2001
Nationwide Recovery Service January 1995 - January 1998
Nationwide Recovery Service January 1995 - January 1998
Education
DeVry University
DeVry University
Associated of Applied Science, Health Information Technology
Santana Williams Notary January 2013 - Present
Coventry Health Care, an Aetna Company June 2012 - October 2012
Concentra Urgent Care December 2010 - March 2011
Paychex March 2010 - December 2010
Eat N Park Hospitality Group May 2009 - March 2010
National Asset Management December 2007 - December 2008
Education
Robert Morris University 2004 — 2009
Bachelors of Science, Accounting
Carrick High School 2000 — 2004
Diploma