National Financial Partners
Industry: Insurance company
DescriptionHeadquarters: New York City, NY CEO: Douglas W Hammond (May 17, 2013–) Founder: Jessica M Bibliowicz Founded: 1998 Subsidiaries: Meltzer Group Inc (The), Lenox Advisors Inc, Parent organization: NFP Intermediate Holdings B Corp
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National Financial Partners Employees
Employee
Years
Job
Industry
Hugh Devore Hugh Devore's National Financial Partners Experience May 2013 - February 2015
Job Web Developer
Industry Computer Software
Experience
601am June 2015 - Present
The Iron Yard January 2015 - Present
National Financial Partners May 2013 - February 2015
Griffin Trade Group May 2012 - May 2013
St. Edward's University March 2011 - May 2012
car2go NA LLC May 2010 - January 2011
Griffin Trade Group, LLC April 2009 - September 2009
Skills
Agile Methodologies, HTML5, CSS, SASS, Responsive Web Design, Object Oriented Design, JavaScript, AngularJS, Backbone.js, Unit Testing, Underscore.js, GruntJS, Git & Github, Node.js, Sails, MVC, D3.js, Leadership, Strategic Planning, Marketing, Project Planning, Management, Time Management, Project Management, Financial Analysis, Team Building, Customer Service, Process Improvement, Data Analysis, Analysis, Operations Management, Microsoft Office, Sales, Training, Team Leadership, Fundraising, Coaching, Leadership Development, PowerPoint, Microsoft Excel, Social Networking, Public Speaking, Microsoft Word, Communication, Customer Satisfaction, Recruiting, Market Research, Teamwork, Business Case..., Account Management
Education
St. Edward's University 2008 — 2012
BS, Business Administration
601am June 2015 - Present
The Iron Yard January 2015 - Present
National Financial Partners May 2013 - February 2015
Griffin Trade Group May 2012 - May 2013
St. Edward's University March 2011 - May 2012
car2go NA LLC May 2010 - January 2011
Griffin Trade Group, LLC April 2009 - September 2009
Skills
Agile Methodologies, HTML5, CSS, SASS, Responsive Web Design, Object Oriented Design, JavaScript, AngularJS, Backbone.js, Unit Testing, Underscore.js, GruntJS, Git & Github, Node.js, Sails, MVC, D3.js, Leadership, Strategic Planning, Marketing, Project Planning, Management, Time Management, Project Management, Financial Analysis, Team Building, Customer Service, Process Improvement, Data Analysis, Analysis, Operations Management, Microsoft Office, Sales, Training, Team Leadership, Fundraising, Coaching, Leadership Development, PowerPoint, Microsoft Excel, Social Networking, Public Speaking, Microsoft Word, Communication, Customer Satisfaction, Recruiting, Market Research, Teamwork, Business Case..., Account Management
Education
St. Edward's University 2008 — 2012
BS, Business Administration
Kristin Schwartz's National Financial Partners Experience September 2011 - October 2013
Job Business Development
Industry E-Learning
Experience
360 Blue May 2015 - Present
Relias Learning October 2013 - 2015
National Financial Partners September 2011 - October 2013
Carbonara Group September 2010 - September 2011
Carbonara Group January 2010 - September 2010
Skills
Marketing Communications, Marketing, Social Media Marketing, Social Media, Event Planning, Public Relations, Advertising, Marketing Strategy, B2B, Account Management, Lead Generation, Event Management, QuickBooks, Email Marketing, Management, Sales, Customer Service
Education
Texas State University-San Marcos 2005 — 2009
BBA, Management
360 Blue May 2015 - Present
Relias Learning October 2013 - 2015
National Financial Partners September 2011 - October 2013
Carbonara Group September 2010 - September 2011
Carbonara Group January 2010 - September 2010
Skills
Marketing Communications, Marketing, Social Media Marketing, Social Media, Event Planning, Public Relations, Advertising, Marketing Strategy, B2B, Account Management, Lead Generation, Event Management, QuickBooks, Email Marketing, Management, Sales, Customer Service
Education
Texas State University-San Marcos 2005 — 2009
BBA, Management
Stephanie Bazan Stephanie Bazan's National Financial Partners Experience January 2003 - September 2004
Job Marketing Consultant, Graphic Designer
Industry Marketing and Advertising
Experience
Stephanie Bazan - Design Marketing Writing January 2006 - Present
St. Edward's University August 2009 - May 2012
LifeWorks June 2006 - June 2011
University of York 2004 - 2005
National Financial Partners January 2003 - September 2004
Skills
Copy Editing, Marketing Communications, Graphic Design, Creative Writing, Layout, Logo Design, Social Media Marketing, Press Releases, Alumni Relations, Public Relations, Event Planning, Community Outreach, Marketing Strategy, Public Speaking, Leadership, Higher Education
Education
University of Leeds 2004 — 2005
Creative Writing, English; Radio, TV, Film
St. Edward's University 1998 — 2002
English Writing & Rhetoric, English Writing & Rhetoric
Stephanie Bazan - Design Marketing Writing January 2006 - Present
St. Edward's University August 2009 - May 2012
LifeWorks June 2006 - June 2011
University of York 2004 - 2005
National Financial Partners January 2003 - September 2004
Skills
Copy Editing, Marketing Communications, Graphic Design, Creative Writing, Layout, Logo Design, Social Media Marketing, Press Releases, Alumni Relations, Public Relations, Event Planning, Community Outreach, Marketing Strategy, Public Speaking, Leadership, Higher Education
Education
University of Leeds 2004 — 2005
Creative Writing, English; Radio, TV, Film
St. Edward's University 1998 — 2002
English Writing & Rhetoric, English Writing & Rhetoric
Andrew Konen Andrew Konen's National Financial Partners Experience July 2012 - October 2012
Job Sales Representative at Signpost
Industry Financial Services
Experience
Signpost July 2014 - January 2015
Signpost January 2014 - June 2014
Farmers Insurance May 2013 - December 2013
National Financial Partners July 2012 - October 2012
Skills
Financial Services, Marketing Research, Web Analytics, Data Analysis, Account Management, Customer Service, Microsoft Office, Management
Education
The University of Texas at Austin 2009 — 2013
Philosophy
Signpost July 2014 - January 2015
Signpost January 2014 - June 2014
Farmers Insurance May 2013 - December 2013
National Financial Partners July 2012 - October 2012
Skills
Financial Services, Marketing Research, Web Analytics, Data Analysis, Account Management, Customer Service, Microsoft Office, Management
Education
The University of Texas at Austin 2009 — 2013
Philosophy
William Hardy Gest William Hardy Gest's National Financial Partners Experience June 2007 - December 2007
Job Software Developer
Industry Computer Software
Experience
Q2ebanking August 2013 - Present
Freelance January 2012 - August 2013
SixDI July 2012 - November 2012
Parker Media July 2012 - November 2012
Texas Legislative Council October 2010 - June 2011
News 8 Austin January 2010 - October 2010
Community Impact Newspaper August 2008 - December 2008
National Financial Partners June 2007 - December 2007
Skills
Blogging, Social Media, Editing, Journalism, Creative Writing, JavaScript, Python, Front-end Coding, Ember.js, Software Development, Agile Methodologies
Education
The University of Texas at Austin 2007 — 2009
Master of Arts, Journalism
The University of Texas at Arlington 2003 — 2007
Bachelor of Arts, Psychology
Q2ebanking August 2013 - Present
Freelance January 2012 - August 2013
SixDI July 2012 - November 2012
Parker Media July 2012 - November 2012
Texas Legislative Council October 2010 - June 2011
News 8 Austin January 2010 - October 2010
Community Impact Newspaper August 2008 - December 2008
National Financial Partners June 2007 - December 2007
Skills
Blogging, Social Media, Editing, Journalism, Creative Writing, JavaScript, Python, Front-end Coding, Ember.js, Software Development, Agile Methodologies
Education
The University of Texas at Austin 2007 — 2009
Master of Arts, Journalism
The University of Texas at Arlington 2003 — 2007
Bachelor of Arts, Psychology
Blake Wilson Blake Wilson's National Financial Partners Experience January 2007 - May 2007
Job Senior Group Benefits Sales Consultant at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance April 2011 - Present
Sun Life Financial June 2007 - April 2011
National Financial Partners January 2007 - May 2007
Vignette July 2005 - May 2006
Vignette June 2004 - October 2004
Skills
Life Insurance, Disability Insurance, Leave Administration, FMLA, Integrated Disability..., EAP, Insurance, Short Term Disability, Long Term Disability, Consultative Selling, Stop Loss Insurance, Dental Insurance, Employee Benefits, Group Benefits, Benefits, Public Speaking, Microsoft Office, Outlook, PowerPoint, Excel, Word, Computer Hardware, Computer Repair, Website Development, SEO, HTML, Sales, Health Insurance, Human Resources
Education
The University of Texas at Austin 2004 — 2007
BA, Economics
Liberty Mutual Insurance April 2011 - Present
Sun Life Financial June 2007 - April 2011
National Financial Partners January 2007 - May 2007
Vignette July 2005 - May 2006
Vignette June 2004 - October 2004
Skills
Life Insurance, Disability Insurance, Leave Administration, FMLA, Integrated Disability..., EAP, Insurance, Short Term Disability, Long Term Disability, Consultative Selling, Stop Loss Insurance, Dental Insurance, Employee Benefits, Group Benefits, Benefits, Public Speaking, Microsoft Office, Outlook, PowerPoint, Excel, Word, Computer Hardware, Computer Repair, Website Development, SEO, HTML, Sales, Health Insurance, Human Resources
Education
The University of Texas at Austin 2004 — 2007
BA, Economics
Adam McGinnis's National Financial Partners Experience June 2014 - Present
Job Data Exchange/Import Specialist at National Financial Partners
Industry Information Technology and Services
Experience
National Financial Partners June 2014 - Present
Wake Technical Community College March 2013 - May 2014
Robert Half Technology October 2012 - February 2013
SHI April 2011 - October 2012
Cbeyond January 2010 - March 2011
Skills
VMware, NetApp, Solution Selling, Sales Operations, Data Center, Virtualization, Microsoft Certified..., C#, ASP.NET, C++, Sales, Microsoft MCP, VMware VSP Cert, Dell Compellent Cert, Dell EQL Cert, Technical Recruiting, HP ESSN Cert, DCS 101 Cert, DCS 201 Cert, Team Leadership, Salesforce.com, Account Management, Cloud Computing
Education
Texas A&M University 2006 — 2009
BA, American Studies
Wake Technical Community College
National Financial Partners June 2014 - Present
Wake Technical Community College March 2013 - May 2014
Robert Half Technology October 2012 - February 2013
SHI April 2011 - October 2012
Cbeyond January 2010 - March 2011
Skills
VMware, NetApp, Solution Selling, Sales Operations, Data Center, Virtualization, Microsoft Certified..., C#, ASP.NET, C++, Sales, Microsoft MCP, VMware VSP Cert, Dell Compellent Cert, Dell EQL Cert, Technical Recruiting, HP ESSN Cert, DCS 101 Cert, DCS 201 Cert, Team Leadership, Salesforce.com, Account Management, Cloud Computing
Education
Texas A&M University 2006 — 2009
BA, American Studies
Wake Technical Community College
Steven Haltom Steven Haltom's National Financial Partners Experience December 2013 - Present
Job Trade Settlements Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
National Financial Partners December 2013 - Present
Skills
Customer Service, Microsoft Office, Strategic Planning, Microsoft Excel, Management, Team Building, Microsoft Word, PowerPoint, Laserfiche, Outlook, Teamwork
Education
Texas A&M University 2011 — 2013
Bachelor of Science (BS), Economics
St. Edward's University 2009 — 2010
Business Administration and Management, General
Fidelity Investments April 2015 - Present
National Financial Partners December 2013 - Present
Skills
Customer Service, Microsoft Office, Strategic Planning, Microsoft Excel, Management, Team Building, Microsoft Word, PowerPoint, Laserfiche, Outlook, Teamwork
Education
Texas A&M University 2011 — 2013
Bachelor of Science (BS), Economics
St. Edward's University 2009 — 2010
Business Administration and Management, General
Lacey Kostreba's National Financial Partners Experience July 2013 - October 2014
Job Brokerage Account Specialist at National Financial Partners
Industry Financial Services
Experience
NFP Advisor Services October 2014 - Present
National Financial Partners July 2013 - October 2014
Northwestern Mutual June 2012 - August 2012
Skills
Customer Service, Financial Analysis, Investments, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Phone Etiquette, Sales
Education
Texas A&M University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Round Rock High School 2005 — 2009
NFP Advisor Services October 2014 - Present
National Financial Partners July 2013 - October 2014
Northwestern Mutual June 2012 - August 2012
Skills
Customer Service, Financial Analysis, Investments, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Phone Etiquette, Sales
Education
Texas A&M University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Round Rock High School 2005 — 2009
Jaime Patel Jaime Patel's National Financial Partners Experience April 2013 - August 2013
Job Finance Management Trainee at Nestlé USA
Industry Financial Services
Experience
Nestle S.A. July 2014 - Present
North Star Resource Group October 2013 - March 2014
National Financial Partners April 2013 - August 2013
Skills
Microsoft Office, Stata, PowerPoint, Microsoft Excel, Public Speaking, Financial Analysis, Prezi, Microsoft Word, Financial Advisory, Marketing, Project Management, Financial Modeling, Data Analysis, Research, Social Networking, Investment Advisory, Corporate Finance
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Arts (B.A.), Business/Managerial Economics
Nestle S.A. July 2014 - Present
North Star Resource Group October 2013 - March 2014
National Financial Partners April 2013 - August 2013
Skills
Microsoft Office, Stata, PowerPoint, Microsoft Excel, Public Speaking, Financial Analysis, Prezi, Microsoft Word, Financial Advisory, Marketing, Project Management, Financial Modeling, Data Analysis, Research, Social Networking, Investment Advisory, Corporate Finance
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Arts (B.A.), Business/Managerial Economics
Chase Lepkanich's National Financial Partners Experience June 2013 - August 2013
Job Marketing Intern at Arachno Corp
Industry Financial Services
Experience
Arachno Corp June 2014 - Present
National Financial Partners June 2013 - August 2013
United Electric Power June 2012 - August 2012
National Financial Partners June 2011 - September 2011
Skills
Leadership, Microsoft Office, Marketing, Cognos, Communication, Microsoft Excel, Organization, Social Networking, MIS, Critical Thinking, Comfortable working..., Team-oriented, Social Media Marketing, Social Media, Public Speaking, PowerPoint, Marketing Communications, Advertising, Online Marketing, Online Advertising, Digital Media, Customer Service, Strategic Planning, New Business Development, Business Strategy, Business Development, Business Analysis, Business Process..., E-commerce, Account Management, Microsoft Word
Education
University of Miami - School of Business 2013 — 2015
Bachelor of Business Administration (B.B.A.), Real Estate Development, Marketing, Economics, Senior
SUNY Geneseo 2011 — 2013
Business Administration and Management, General
Arachno Corp June 2014 - Present
National Financial Partners June 2013 - August 2013
United Electric Power June 2012 - August 2012
National Financial Partners June 2011 - September 2011
Skills
Leadership, Microsoft Office, Marketing, Cognos, Communication, Microsoft Excel, Organization, Social Networking, MIS, Critical Thinking, Comfortable working..., Team-oriented, Social Media Marketing, Social Media, Public Speaking, PowerPoint, Marketing Communications, Advertising, Online Marketing, Online Advertising, Digital Media, Customer Service, Strategic Planning, New Business Development, Business Strategy, Business Development, Business Analysis, Business Process..., E-commerce, Account Management, Microsoft Word
Education
University of Miami - School of Business 2013 — 2015
Bachelor of Business Administration (B.B.A.), Real Estate Development, Marketing, Economics, Senior
SUNY Geneseo 2011 — 2013
Business Administration and Management, General
Jeffrey Francis Jeffrey Francis's National Financial Partners Experience March 2013 - January 2014
Job Sales Engineer at Think Tech Labs
Industry Computer Software
Experience
Think Tech Labs March 2015 - Present
Think Tech Labs September 2014 - March 2015
FPX January 2014 - September 2014
National Financial Partners March 2013 - January 2014
LIN Digital (formerly RMM Online Advertising) March 2011 - May 2013
Tachyon, Inc. March 2009 - March 2011
Staples March 2008 - December 2008
Oce 2006 - 2007
Skills
Salesforce.com, SEM, Google Analytics, Online Advertising, New Business Development, SEO, Web Analytics, Sales, Sales Management, Email Marketing, Account Management, Google Adwords, Social Media Marketing, Social Media, Microsoft Excel, Analytics, Strategic Partnerships, Forecasting, Facebook, Lead Generation, Access, Digital Marketing, Mobile Devices, Data Analysis, Social Networking, Display Advertising, Direct Marketing, Start-ups, Advertising, Media Buying, Media Planning, Online Marketing, Mobile Marketing, Creative Direction, Integrated Marketing, SaaS, B2B, Digital Media, Interactive Marketing, Selling, Marketing Strategy, Microsoft SQL Server, Advertising Sales, PPC, Management, CRM, Digital Strategy, Business Process, E-commerce, Mobile Advertising
Education
The University of Texas at Arlington - College of Business Administration 2003 — 2009
Finance BBA, Finance, Real Estate
Think Tech Labs March 2015 - Present
Think Tech Labs September 2014 - March 2015
FPX January 2014 - September 2014
National Financial Partners March 2013 - January 2014
LIN Digital (formerly RMM Online Advertising) March 2011 - May 2013
Tachyon, Inc. March 2009 - March 2011
Staples March 2008 - December 2008
Oce 2006 - 2007
Skills
Salesforce.com, SEM, Google Analytics, Online Advertising, New Business Development, SEO, Web Analytics, Sales, Sales Management, Email Marketing, Account Management, Google Adwords, Social Media Marketing, Social Media, Microsoft Excel, Analytics, Strategic Partnerships, Forecasting, Facebook, Lead Generation, Access, Digital Marketing, Mobile Devices, Data Analysis, Social Networking, Display Advertising, Direct Marketing, Start-ups, Advertising, Media Buying, Media Planning, Online Marketing, Mobile Marketing, Creative Direction, Integrated Marketing, SaaS, B2B, Digital Media, Interactive Marketing, Selling, Marketing Strategy, Microsoft SQL Server, Advertising Sales, PPC, Management, CRM, Digital Strategy, Business Process, E-commerce, Mobile Advertising
Education
The University of Texas at Arlington - College of Business Administration 2003 — 2009
Finance BBA, Finance, Real Estate
Reid Williams Reid Williams's National Financial Partners Experience December 2011 - October 2013
Job Recruiting Coordinator at TRC Staffing Services, Inc.
Industry Staffing and Recruiting
Experience
TRC Staffing Services, Inc. October 2013 - April 2014
National Financial Partners December 2011 - October 2013
The Torok Law Firm P.C. January 2011 - January 2012
Skills
Applicant Tracking..., Internet Recruiting, Talent Acquisition, Recruiting, Staffing Services, Contract Recruitment, Temporary Staffing, Screening Resumes, Sourcing, Temporary Placement, Interviews, Human Resources, Background Checks, Hiring, Training
Education
Texas State University-San Marcos
Criminal Justice
TRC Staffing Services, Inc. October 2013 - April 2014
National Financial Partners December 2011 - October 2013
The Torok Law Firm P.C. January 2011 - January 2012
Skills
Applicant Tracking..., Internet Recruiting, Talent Acquisition, Recruiting, Staffing Services, Contract Recruitment, Temporary Staffing, Screening Resumes, Sourcing, Temporary Placement, Interviews, Human Resources, Background Checks, Hiring, Training
Education
Texas State University-San Marcos
Criminal Justice
Kristin (Osman) Bulat's National Financial Partners Experience October 2013 - Present
Job VP Advanced Sales at National Financial Partners
Industry Financial Services
Experience
National Financial Partners October 2013 - Present
John Hancock Life Insurance Company (U.S.A.) 2007 - Present
Tarlow Breed Hart & Rodgers, P.C. 2005 - 2007
Skills
Estate Planning, Tax Law, Corporate Law, Contract Law, Corporate Governance, Insurance, Financial Services, Legal Research, Legal Writing, ERISA, Investments, Business Planning, FINRA, Compliance
Education
University of Washington School of Law 2004 — 2005
Master of Laws (LL.M.), Taxation
Suffolk Law School 2001 — 2004
Doctor of Law (J.D.), Law
National Financial Partners October 2013 - Present
John Hancock Life Insurance Company (U.S.A.) 2007 - Present
Tarlow Breed Hart & Rodgers, P.C. 2005 - 2007
Skills
Estate Planning, Tax Law, Corporate Law, Contract Law, Corporate Governance, Insurance, Financial Services, Legal Research, Legal Writing, ERISA, Investments, Business Planning, FINRA, Compliance
Education
University of Washington School of Law 2004 — 2005
Master of Laws (LL.M.), Taxation
Suffolk Law School 2001 — 2004
Doctor of Law (J.D.), Law
Eric Kosmack Eric Kosmack's National Financial Partners Experience February 2014 - Present
Job Financial Analyst at National Financial Partners
Industry Financial Services
Experience
National Financial Partners February 2014 - Present
National Financial Partners September 2012 - January 2014
Wyndham Worldwide March 2012 - April 2012
Reckitt Benckiser February 2011 - August 2011
Skills
Forecasting, Recruiting, Customer Service, Account Reconciliation, Finance, Invoicing, Analysis, Financial Analysis, Accounting, Accounts Payable, Investments, Risk Management, Sales, Data Analysis, Credit, Leadership, Marketing, Corporate Finance, Microsoft Excel
Education
Montclair State University 2006 — 2010
BS, Mathematics
National Financial Partners February 2014 - Present
National Financial Partners September 2012 - January 2014
Wyndham Worldwide March 2012 - April 2012
Reckitt Benckiser February 2011 - August 2011
Skills
Forecasting, Recruiting, Customer Service, Account Reconciliation, Finance, Invoicing, Analysis, Financial Analysis, Accounting, Accounts Payable, Investments, Risk Management, Sales, Data Analysis, Credit, Leadership, Marketing, Corporate Finance, Microsoft Excel
Education
Montclair State University 2006 — 2010
BS, Mathematics
Anish Jhaveri Anish Jhaveri's National Financial Partners Experience June 2008 - December 2008
Job Business & Web Consultant
Industry Internet
Experience
Austin Web Technologies (AW Technologies LLC) December 2010 - Present
Green City Solar February 2009 - April 2013
OneWest Bank March 2010 - August 2010
Paradigm Partners, LP December 2009 - February 2010
Apple March 2009 - June 2009
Scalco & Johnson, CPAs January 2009 - March 2009
National Financial Partners June 2008 - December 2008
Realtex Development, LLC. October 2007 - April 2008
Vignette February 2007 - October 2007
Bull & Associates, CPAs November 2006 - January 2007
Skills
Accounting, Assurance, Business Analysis, Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Auditing, Account Management, Securities, Financial Risk, Financial Services, Information Technology, Web Development, Web Design, System Administration, Web Applications, Website Development, Internal Controls, Bookkeeping, Sarbanes-Oxley, Risk Assessment, Search, Budgets, Forecasting, Compliance, SOX 404, Linux System..., Drupal, WordPress, Joomla, PHP, JavaScript, jQuery, jQuery Mobile, jQuery UI, HTML 5, CSS3, Advanced CSS, SQL, Shell Scripting, Analysis, Customer Service, Finance, Internal Audit, Management, Microsoft Excel, Microsoft Office, Sales, Sarbanes-Oxley Act
Education
Texas Christian University - M.J. Neeley School of Business 2001 — 2005
BBA in Finance & Accounting, Master of Accounting, Finance & Accounting
Austin Web Technologies (AW Technologies LLC) December 2010 - Present
Green City Solar February 2009 - April 2013
OneWest Bank March 2010 - August 2010
Paradigm Partners, LP December 2009 - February 2010
Apple March 2009 - June 2009
Scalco & Johnson, CPAs January 2009 - March 2009
National Financial Partners June 2008 - December 2008
Realtex Development, LLC. October 2007 - April 2008
Vignette February 2007 - October 2007
Bull & Associates, CPAs November 2006 - January 2007
Skills
Accounting, Assurance, Business Analysis, Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Auditing, Account Management, Securities, Financial Risk, Financial Services, Information Technology, Web Development, Web Design, System Administration, Web Applications, Website Development, Internal Controls, Bookkeeping, Sarbanes-Oxley, Risk Assessment, Search, Budgets, Forecasting, Compliance, SOX 404, Linux System..., Drupal, WordPress, Joomla, PHP, JavaScript, jQuery, jQuery Mobile, jQuery UI, HTML 5, CSS3, Advanced CSS, SQL, Shell Scripting, Analysis, Customer Service, Finance, Internal Audit, Management, Microsoft Excel, Microsoft Office, Sales, Sarbanes-Oxley Act
Education
Texas Christian University - M.J. Neeley School of Business 2001 — 2005
BBA in Finance & Accounting, Master of Accounting, Finance & Accounting
James Anglin's National Financial Partners Experience December 2008 - February 2010
Job Software Developer at ESO Solutions
Industry Information Technology and Services
Experience
ESO Solutions February 2015 - Present
Summit Business Media March 2010 - February 2015
National Financial Partners December 2008 - February 2010
National Financial Partners February 2008 - December 2008
The Planet June 2007 - February 2008
The Planet January 2003 - May 2007
DB Computer Solutions, Inc November 2001 - August 2003
Skills
Microsoft SQL Server, C#, ASP.NET, Perl, CSS, SQL, .NET, VB.NET, Visual Studio, MySQL, jQuery, SSIS, HTML, Linux, VBA, T-SQL, ASP, SQL Server, Debian, RedHat, FreeBSD, JavaScript, WinForms, WPF, PHP
Education
The University of Texas at Austin 2003 — 2007
Bachelor of Science, Communications
ESO Solutions February 2015 - Present
Summit Business Media March 2010 - February 2015
National Financial Partners December 2008 - February 2010
National Financial Partners February 2008 - December 2008
The Planet June 2007 - February 2008
The Planet January 2003 - May 2007
DB Computer Solutions, Inc November 2001 - August 2003
Skills
Microsoft SQL Server, C#, ASP.NET, Perl, CSS, SQL, .NET, VB.NET, Visual Studio, MySQL, jQuery, SSIS, HTML, Linux, VBA, T-SQL, ASP, SQL Server, Debian, RedHat, FreeBSD, JavaScript, WinForms, WPF, PHP
Education
The University of Texas at Austin 2003 — 2007
Bachelor of Science, Communications
Kent McCorkle's National Financial Partners Experience August 2011 - May 2012
Job Research/Remediation Analyst at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage September 2013 - Present
Direct Supply October 2012 - January 2013
National Financial Partners August 2011 - May 2012
Bed Bath & Beyond August 2008 - June 2010
Sony Electronics June 2004 - January 2008
Sony Electronics June 2004 - January 2008
Party Pig Superstore May 2003 - June 2004
Zany Brainy July 2001 - May 2003
Bed Bath & Beyond June 1995 - July 2001
Skills
Retail, Sales Management, Sales, Forecasting, Customer Service, Account Management, Retail Sales, Merchandising, Marketing, Competitive Analysis, Sales Operations, Inventory Management, Microsoft Excel, Management, Direct Sales, Salesforce.com, Budgets, Business Planning, Team Building, Visual Merchandising
Education
Texas State University 2008 — 2011
Bachelor of Arts (B.A.), Economics, 3.12
Texas State University 2008 — 2011
Bachelor of Arts, Economics
Wells Fargo Home Mortgage September 2013 - Present
Direct Supply October 2012 - January 2013
National Financial Partners August 2011 - May 2012
Bed Bath & Beyond August 2008 - June 2010
Sony Electronics June 2004 - January 2008
Sony Electronics June 2004 - January 2008
Party Pig Superstore May 2003 - June 2004
Zany Brainy July 2001 - May 2003
Bed Bath & Beyond June 1995 - July 2001
Skills
Retail, Sales Management, Sales, Forecasting, Customer Service, Account Management, Retail Sales, Merchandising, Marketing, Competitive Analysis, Sales Operations, Inventory Management, Microsoft Excel, Management, Direct Sales, Salesforce.com, Budgets, Business Planning, Team Building, Visual Merchandising
Education
Texas State University 2008 — 2011
Bachelor of Arts (B.A.), Economics, 3.12
Texas State University 2008 — 2011
Bachelor of Arts, Economics
Jesse Fox, CFA Jesse Fox, CFA's National Financial Partners Experience July 2006 - July 2007
Job Securities Industry Professional
Industry Financial Services
Experience
NFP December 2010 - April 2012
National Financial Partners July 2006 - July 2007
Charles Schwab (CyberTrader) January 2006 - June 2006
Charles Schwab (CyberTrader) October 2003 - January 2006
Charles Schwab 2000 - 2002
Skills
Risk Management, Business Relationship..., Trend Analysis, Mutual Funds, Due Diligence, Series 63, Project Management, Finance, Sales, FINRA, Series 7, Securities, Financial Services, Relationship Management, Business Development, Equities, Portfolio Management
Education
University of Colorado Denver 2015 — 2017
Master of Science (MS), Accounting - Information Systems Audit and Control
Tecnológico de Monterrey 1999 — 2000
International Studies, Finance/ Trade
The University of Texas at Austin
BA, Economics
NFP December 2010 - April 2012
National Financial Partners July 2006 - July 2007
Charles Schwab (CyberTrader) January 2006 - June 2006
Charles Schwab (CyberTrader) October 2003 - January 2006
Charles Schwab 2000 - 2002
Skills
Risk Management, Business Relationship..., Trend Analysis, Mutual Funds, Due Diligence, Series 63, Project Management, Finance, Sales, FINRA, Series 7, Securities, Financial Services, Relationship Management, Business Development, Equities, Portfolio Management
Education
University of Colorado Denver 2015 — 2017
Master of Science (MS), Accounting - Information Systems Audit and Control
Tecnológico de Monterrey 1999 — 2000
International Studies, Finance/ Trade
The University of Texas at Austin
BA, Economics
John Teague's National Financial Partners Experience January 2005 - May 2006
Job Product Lead at Ringtail Design
Industry Computer Software
Experience
Live Earth (Software) August 2015 - Present
Ringtail Design January 2015 - Present
Ringtail Design August 2014 - Present
Ringtail Design March 2014 - Present
Avenida Software October 2009 - March 2014
Next Level Technology June 2008 - August 2010
Callaway Golf Interactive June 2007 - June 2008
VisionWeb LLC May 2006 - June 2007
National Financial Partners January 2005 - May 2006
Pervasive Software October 2004 - January 2005
Skills
.NET, C#, DDD, ASP.NET, Object Oriented Design, Programming, T-SQL, Agile Methodologies, Web Services, LINQ, TDD, Scrum, AJAX, Microsoft SQL Server, Visual Studio, Test Driven Development, XML, ASP.NET MVC, SQL, JavaScript, HTML 5, SOA, Web Applications, Design Patterns, jQuery, CSS, REST, MySQL, IIS, HTML5, Software Development, Web Development
Education
Texas State University 2001 — 2007
Masters, Computer Science
University of Central Arkansas 1992 — 1997
BS, Public Administration
Live Earth (Software) August 2015 - Present
Ringtail Design January 2015 - Present
Ringtail Design August 2014 - Present
Ringtail Design March 2014 - Present
Avenida Software October 2009 - March 2014
Next Level Technology June 2008 - August 2010
Callaway Golf Interactive June 2007 - June 2008
VisionWeb LLC May 2006 - June 2007
National Financial Partners January 2005 - May 2006
Pervasive Software October 2004 - January 2005
Skills
.NET, C#, DDD, ASP.NET, Object Oriented Design, Programming, T-SQL, Agile Methodologies, Web Services, LINQ, TDD, Scrum, AJAX, Microsoft SQL Server, Visual Studio, Test Driven Development, XML, ASP.NET MVC, SQL, JavaScript, HTML 5, SOA, Web Applications, Design Patterns, jQuery, CSS, REST, MySQL, IIS, HTML5, Software Development, Web Development
Education
Texas State University 2001 — 2007
Masters, Computer Science
University of Central Arkansas 1992 — 1997
BS, Public Administration
Anne Long's National Financial Partners Experience September 2012 - February 2015
Job President at Long Consulting Group
Industry Insurance
Experience
Long Consulting Group February 2015 - Present
National Financial Partners September 2012 - February 2015
Long Consulting Group April 2004 - September 2012
National Financial Partners February 2012 - August 2012
National Financial Partners August 1998 - March 2004
Merrill Lynch 1996 - 1998
Manulife Financial 1981 - 1996
State Mutual Insurance Company 1984 - 1985
Skills
Insurance, Retirement Planning, Life Insurance, Retirement, Fixed Annuities, Financial Planning, Investments, Financial Services, Management, Disability Insurance, Risk Management, Long-term Care, Mutual Funds, Executive Management, Public Speaking, Marketing, Management Consulting, Team Building, Health Insurance, Marketing Strategy, 401k, Mergers, Strategy, Customer Service, Salesforce.com, Business Strategy, Asset Managment, Leadership, Employee Benefits, Term Life Insurance, Sales, Underwriting, Strategic Planning, CRM, Estate Planning, Mergers & Acquisitions, Business Planning, Series 63, Business Development, Training, Securities
Education
Temple University 1986 — 1989
MPA, Public Administration
Temple University 1977 — 1981
BA, Political Science
Kolbe Certified Consultant
Strategic Coach
Long Consulting Group February 2015 - Present
National Financial Partners September 2012 - February 2015
Long Consulting Group April 2004 - September 2012
National Financial Partners February 2012 - August 2012
National Financial Partners August 1998 - March 2004
Merrill Lynch 1996 - 1998
Manulife Financial 1981 - 1996
State Mutual Insurance Company 1984 - 1985
Skills
Insurance, Retirement Planning, Life Insurance, Retirement, Fixed Annuities, Financial Planning, Investments, Financial Services, Management, Disability Insurance, Risk Management, Long-term Care, Mutual Funds, Executive Management, Public Speaking, Marketing, Management Consulting, Team Building, Health Insurance, Marketing Strategy, 401k, Mergers, Strategy, Customer Service, Salesforce.com, Business Strategy, Asset Managment, Leadership, Employee Benefits, Term Life Insurance, Sales, Underwriting, Strategic Planning, CRM, Estate Planning, Mergers & Acquisitions, Business Planning, Series 63, Business Development, Training, Securities
Education
Temple University 1986 — 1989
MPA, Public Administration
Temple University 1977 — 1981
BA, Political Science
Kolbe Certified Consultant
Strategic Coach
Harvey Strait Harvey Strait's National Financial Partners Experience 2004 - 2007
Job Regional Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company June 2007 - Present
National Financial Partners 2004 - 2007
Executive Compensation Institute (M Financial Member Firm), 2003 - 2004
Charles Schwab 2000 - 2003
Skills
Life Insurance, Retirement Planning, Estate Planning, Series 7, Executive Benefits, Long Term Care, Advanced Sales, Series 26
Education
Texas State University-San Marcos
Bachelor of Business Administration (BBA), Finance, General
Pacific Life Insurance Company June 2007 - Present
National Financial Partners 2004 - 2007
Executive Compensation Institute (M Financial Member Firm), 2003 - 2004
Charles Schwab 2000 - 2003
Skills
Life Insurance, Retirement Planning, Estate Planning, Series 7, Executive Benefits, Long Term Care, Advanced Sales, Series 26
Education
Texas State University-San Marcos
Bachelor of Business Administration (BBA), Finance, General
Bass Bauman's National Financial Partners Experience June 2008 - January 2009
Job Financial Consultant @ ScaleFactor Partners
Industry Financial Services
Experience
ScaleFactor Partners May 2015 - Present
Apache Corporation July 2013 - May 2015
Apache Corporation July 2011 - June 2013
Apache Corporation May 2010 - August 2010
Drillinginfo July 2009 - November 2009
National Financial Partners June 2008 - January 2009
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2011
Bachelor of Business Administration (BBA), Finance, Accounting
The University of Texas at Austin
Bachelor of Arts (BA), Plan II Liberal Arts Honors
ScaleFactor Partners May 2015 - Present
Apache Corporation July 2013 - May 2015
Apache Corporation July 2011 - June 2013
Apache Corporation May 2010 - August 2010
Drillinginfo July 2009 - November 2009
National Financial Partners June 2008 - January 2009
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2011
Bachelor of Business Administration (BBA), Finance, Accounting
The University of Texas at Austin
Bachelor of Arts (BA), Plan II Liberal Arts Honors
Emma Arce Emma Arce's National Financial Partners Experience March 2011 - October 2011
Job User Interface Engineer at General Motors
Industry Information Technology and Services
Experience
General Motors April 2015 - Present
NextGen Healthcare March 2013 - April 2015
AMD October 2011 - February 2013
National Financial Partners March 2011 - October 2011
Charles Schwab September 2009 - December 2010
ACS, A Xerox Company November 2007 - August 2009
Liberty Source October 2007 - November 2007
St. Edward's University November 2001 - July 2006
Thinkwell September 1999 - August 2001
ITESM January 1996 - July 1999
Skills
HTML, JavaScript, jQuery, Advanced CSS, ColdFusion, Visual Studio, Agile, ASP.NET MVC, User Interface Design, Photoshop, XHTML, Accessibility, Agile Methodologies, HTML 5, Microsoft SQL Server, Front-end, Subversion, AngularJS, SASS, Compass, LESS, Twitter Bootstrap, Balsamiq Mockups, SQL Server 2000-2008, Selenium, Web Development, Usability, CSS3, Web Applications, CSS, HTML5
Education
Tecnológico de Monterrey 1996 — 1998
Master's degree, Information Technology Management
Tecnológico de Monterrey 1991 — 1995
Chemical and Systems Engineering, Chemistry, Systems
Jose Vasconcelos 1988 — 1990
General Motors April 2015 - Present
NextGen Healthcare March 2013 - April 2015
AMD October 2011 - February 2013
National Financial Partners March 2011 - October 2011
Charles Schwab September 2009 - December 2010
ACS, A Xerox Company November 2007 - August 2009
Liberty Source October 2007 - November 2007
St. Edward's University November 2001 - July 2006
Thinkwell September 1999 - August 2001
ITESM January 1996 - July 1999
Skills
HTML, JavaScript, jQuery, Advanced CSS, ColdFusion, Visual Studio, Agile, ASP.NET MVC, User Interface Design, Photoshop, XHTML, Accessibility, Agile Methodologies, HTML 5, Microsoft SQL Server, Front-end, Subversion, AngularJS, SASS, Compass, LESS, Twitter Bootstrap, Balsamiq Mockups, SQL Server 2000-2008, Selenium, Web Development, Usability, CSS3, Web Applications, CSS, HTML5
Education
Tecnológico de Monterrey 1996 — 1998
Master's degree, Information Technology Management
Tecnológico de Monterrey 1991 — 1995
Chemical and Systems Engineering, Chemistry, Systems
Jose Vasconcelos 1988 — 1990
William Gallegos's National Financial Partners Experience August 2011 - Present
Job AVP, Advisory Consulting at NFP Advisor Services
Industry Investment Management
Experience
NFP Advisor Services September 2015 - Present
NFP Advisor Services April 2015 - Present
National Financial Partners August 2011 - Present
J.P. Morgan Chase June 2010 - August 2011
JPMorgan Chase July 2007 - June 2010
McCoy Student Managed Investment Fund August 2009 - May 2010
Skills
Portfolio Management, Asset Management, Morningstar Advisor..., Factset, Portfolio Strategy, Model Portfolios, Model Building, Advisory Investments, Variable Annuities, Mutual Fund Research, ETF Research, Equity Research, 3rd Party Strategist..., Alternative Investments, Case Design, Series 7, Series 6, Series 63, Asset Allocation, Portfolio Design, Series 65, Mutual Funds, Zephyr Style Advisor, Morningstar, Portfolio Optimization
Education
Texas State University-San Marcos 2005 — 2010
B.B.A, Finance; Financial Management and Analysis
NFP Advisor Services September 2015 - Present
NFP Advisor Services April 2015 - Present
National Financial Partners August 2011 - Present
J.P. Morgan Chase June 2010 - August 2011
JPMorgan Chase July 2007 - June 2010
McCoy Student Managed Investment Fund August 2009 - May 2010
Skills
Portfolio Management, Asset Management, Morningstar Advisor..., Factset, Portfolio Strategy, Model Portfolios, Model Building, Advisory Investments, Variable Annuities, Mutual Fund Research, ETF Research, Equity Research, 3rd Party Strategist..., Alternative Investments, Case Design, Series 7, Series 6, Series 63, Asset Allocation, Portfolio Design, Series 65, Mutual Funds, Zephyr Style Advisor, Morningstar, Portfolio Optimization
Education
Texas State University-San Marcos 2005 — 2010
B.B.A, Finance; Financial Management and Analysis
Lauren Dambrosio Lauren Dambrosio's National Financial Partners Experience July 2014 - Present
Job Office Assistant at Winthrop University Hospital
Industry
Experience
National Financial Partners July 2014 - Present
Winthrop-University Hospital July 2011 - Present
Orthopedic Surgeons of Long Island June 2006 - July 2011
Skills
Customer Service, Microsoft Office, Microsoft Excel, IDX
Education
SUNY Oneonta 2007 — 2010
Bachelor's Degree, Business/Managerial Economics
National Financial Partners July 2014 - Present
Winthrop-University Hospital July 2011 - Present
Orthopedic Surgeons of Long Island June 2006 - July 2011
Skills
Customer Service, Microsoft Office, Microsoft Excel, IDX
Education
SUNY Oneonta 2007 — 2010
Bachelor's Degree, Business/Managerial Economics
Nick Adams, CPA Nick Adams, CPA's National Financial Partners Experience May 2007 - August 2007
Job Financial Planner at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. May 2013 - Present
Greystone Communities, inc. August 2012 - May 2013
Deloitte & Touche September 2010 - August 2012
Deloitte & Touche January 2009 - March 2009
National Financial Partners May 2007 - August 2007
Skills
Investments, Retirement Planning, Financial Planning, Finance, Accounting, Financial Reporting, Auditing, Estate Planning
Education
Texas A&M University - Mays Business School 2009 — 2010
Master of Science, Finance
Texas A&M University - Mays Business School 2005 — 2009
BBA, Accounting
Lake Travis High School
Ronald Blue & Co. May 2013 - Present
Greystone Communities, inc. August 2012 - May 2013
Deloitte & Touche September 2010 - August 2012
Deloitte & Touche January 2009 - March 2009
National Financial Partners May 2007 - August 2007
Skills
Investments, Retirement Planning, Financial Planning, Finance, Accounting, Financial Reporting, Auditing, Estate Planning
Education
Texas A&M University - Mays Business School 2009 — 2010
Master of Science, Finance
Texas A&M University - Mays Business School 2005 — 2009
BBA, Accounting
Lake Travis High School
Sherrie Keylon, CFS®,CAS® Sherrie Keylon, CFS®,CAS®'s National Financial Partners Experience November 2008 - November 2014
Job Supervisory Principal at LPL Financial
Industry Financial Services
Experience
LPL Financial December 2014 - Present
NFP Advisor Services November 2008 - November 2014
National Financial Partners November 2008 - November 2014
MassMutual Financial Group July 2007 - October 2008
MassMutual Financial Group July 2006 - July 2007
MassMutual Financial Group June 2003 - May 2005
MassMutual Financial Group February 2002 - June 2003
MassMutual Financial Group January 1999 - December 2001
American Funds October 1995 - October 1997
Fidelity Investments November 1986 - May 1994
Skills
Series 24, Series 6, Securities, Compliance, Series 7, Annuities, Mutual Funds, Series 63, Financial Planning, Risk Management, Insurance, Investments, Series 53, Series 8, OSJ, Proofreading, Writing, Series 65, Licensed Life, Variable Annuities, Fixed Annuities, Term Life Insurance, IRAs, Trading, Financial Services, Life Insurance, Financial Advisory, Uniform Combined State..., Investment Advisory, Wealth Management, Retirement, Retirement Planning, Wealth, 401k Rollovers, Morningstar, Alternative Investments, Options, Relationship Management, Personal Financial..., Stocks, Long-term Care, Wealth Management..., Life, Savings, High Net Worth..., Licensed Life Insurance..., Wealth Accumulation, Asset Allocation, Equities
Education
Texas A&M University-Commerce 1982 — 1986
B.S., Home Economics, Emphasis in Fashion Merchandising & Retail Mgmt., Minor in General Business
LPL Financial December 2014 - Present
NFP Advisor Services November 2008 - November 2014
National Financial Partners November 2008 - November 2014
MassMutual Financial Group July 2007 - October 2008
MassMutual Financial Group July 2006 - July 2007
MassMutual Financial Group June 2003 - May 2005
MassMutual Financial Group February 2002 - June 2003
MassMutual Financial Group January 1999 - December 2001
American Funds October 1995 - October 1997
Fidelity Investments November 1986 - May 1994
Skills
Series 24, Series 6, Securities, Compliance, Series 7, Annuities, Mutual Funds, Series 63, Financial Planning, Risk Management, Insurance, Investments, Series 53, Series 8, OSJ, Proofreading, Writing, Series 65, Licensed Life, Variable Annuities, Fixed Annuities, Term Life Insurance, IRAs, Trading, Financial Services, Life Insurance, Financial Advisory, Uniform Combined State..., Investment Advisory, Wealth Management, Retirement, Retirement Planning, Wealth, 401k Rollovers, Morningstar, Alternative Investments, Options, Relationship Management, Personal Financial..., Stocks, Long-term Care, Wealth Management..., Life, Savings, High Net Worth..., Licensed Life Insurance..., Wealth Accumulation, Asset Allocation, Equities
Education
Texas A&M University-Commerce 1982 — 1986
B.S., Home Economics, Emphasis in Fashion Merchandising & Retail Mgmt., Minor in General Business
Lauren Thomas Lauren Thomas's National Financial Partners Experience April 2014 - Present
Job Senior Internal Auditor at National Financial Partners
Industry Accounting
Experience
National Financial Partners April 2014 - Present
PMB Helin Donovan February 2014 - April 2014
PMB Helin Donovan October 2011 - February 2014
PMB Helin Donovan October 2008 - October 2011
PMB Helin Donovan August 2006 - October 2008
Skills
Auditing, Accounting, SEC filings, Financial Reporting, Internal Controls, Financial Statements, GAAP, Financial Audits, Sarbanes-Oxley Act, US GAAP, Revenue Recognition, General Ledger, Financial Accounting, Consolidation, Internal Audit, SEC Filings
Education
Texas State University-San Marcos 2001 — 2005
BBA, Accounting
National Financial Partners April 2014 - Present
PMB Helin Donovan February 2014 - April 2014
PMB Helin Donovan October 2011 - February 2014
PMB Helin Donovan October 2008 - October 2011
PMB Helin Donovan August 2006 - October 2008
Skills
Auditing, Accounting, SEC filings, Financial Reporting, Internal Controls, Financial Statements, GAAP, Financial Audits, Sarbanes-Oxley Act, US GAAP, Revenue Recognition, General Ledger, Financial Accounting, Consolidation, Internal Audit, SEC Filings
Education
Texas State University-San Marcos 2001 — 2005
BBA, Accounting
Kevin Shine Kevin Shine's National Financial Partners Experience September 2006 - Present
Job Surety Underwriting & Marketing, NFP Insurance
Industry Insurance
Experience
National Financial Partners September 2006 - Present
Skills
Property & Casualty..., Commercial Insurance, Professional Liability, Legal Liability, Casualty, Liability, Commercial Lines, Insurance, Umbrella Insurance, Surety Bonds, Underwriting, Brokers, Customer Service, D, General Insurance, Reinsurance, Risk Management, Surety, Casualty Insurance
Education
Northern Arizona University 1992 — 1996
National Financial Partners September 2006 - Present
Skills
Property & Casualty..., Commercial Insurance, Professional Liability, Legal Liability, Casualty, Liability, Commercial Lines, Insurance, Umbrella Insurance, Surety Bonds, Underwriting, Brokers, Customer Service, D, General Insurance, Reinsurance, Risk Management, Surety, Casualty Insurance
Education
Northern Arizona University 1992 — 1996
Michael Woody Wodchis's National Financial Partners Experience January 2006 - February 2008
Job Vice President, Strategic Alliances/Business Development at Windsor Insurance Associates (an NFP company)
Industry Financial Services
Experience
Windsor Insurance Associates (an NFP company) July 2013 - Present
CBIZ Life Insurance Solutions, Inc. September 2008 - June 2013
National Financial Partners January 2006 - February 2008
National Financial Partners 2001 - 2006
BISYS Insurance Services 1998 - 2001
Manulife Financial 1993 - 1998
Manulife Financial 1984 - 1993
Skills
Business Planning
Education
Syracuse University - Maxwell School 1980 — 1984
BA, Politics and Economics
Ridley College 1973 — 2000
HS, 1980
Windsor Insurance Associates (an NFP company) July 2013 - Present
CBIZ Life Insurance Solutions, Inc. September 2008 - June 2013
National Financial Partners January 2006 - February 2008
National Financial Partners 2001 - 2006
BISYS Insurance Services 1998 - 2001
Manulife Financial 1993 - 1998
Manulife Financial 1984 - 1993
Skills
Business Planning
Education
Syracuse University - Maxwell School 1980 — 1984
BA, Politics and Economics
Ridley College 1973 — 2000
HS, 1980
Richard Aubert, CLU's National Financial Partners Experience 2007 - 2008
Job Entrepreneur / Listener / Thinker
Industry Insurance
Experience
CLA USA, Inc 2013 - 2014
American General Life Companies 2010 - 2012
Citizens Inc. 2008 - 2009
National Financial Partners 2007 - 2008
National Western Life 2003 - 2007
Citizens Insurance Company 1999 - 2003
Skills
Insurance, Life Insurance, Fixed Annuities, Sales, Term Life Insurance, Long-term Care, Employee Benefits, Marketing, Sales Operations, Sales Management, Financial Planning, Strategic Planning, Marketing Strategy, Retirement Planning, Universal Life, Training, Financial Planners, Advertising, Strategic Financial..., Small Business, Direct Marketing, Indexed Annuities, Product Marketing, Business, Recruiting, Leadership, Disability Insurance, Sales Process, Customer Retention, Published Author
Education
Texas State University-San Marcos
BBA, Marketing
The American College
CLU, Insurance
CLA USA, Inc 2013 - 2014
American General Life Companies 2010 - 2012
Citizens Inc. 2008 - 2009
National Financial Partners 2007 - 2008
National Western Life 2003 - 2007
Citizens Insurance Company 1999 - 2003
Skills
Insurance, Life Insurance, Fixed Annuities, Sales, Term Life Insurance, Long-term Care, Employee Benefits, Marketing, Sales Operations, Sales Management, Financial Planning, Strategic Planning, Marketing Strategy, Retirement Planning, Universal Life, Training, Financial Planners, Advertising, Strategic Financial..., Small Business, Direct Marketing, Indexed Annuities, Product Marketing, Business, Recruiting, Leadership, Disability Insurance, Sales Process, Customer Retention, Published Author
Education
Texas State University-San Marcos
BBA, Marketing
The American College
CLU, Insurance
Rachael McClain's National Financial Partners Experience May 2013 - August 2013
Job Associate at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors August 2015 - Present
McCombs School of Business January 2013 - May 2015
Dimensional Fund Advisors May 2014 - August 2014
National Financial Partners May 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Social Networking, Public Speaking, Microsoft Excel, Social Media Marketing, Team Leadership, Financial Analysis, Financial Modeling, Portfolio Management, Communication Skills, Inclusive Leadership, Benchmarking, Portfolio Analysis
Education
The University of Texas at Austin 2011 — 2015
Bachelor’s Degree, Finance, Investment Management
Lake Travis High School 2007 — 2011
High School
Dimensional Fund Advisors August 2015 - Present
McCombs School of Business January 2013 - May 2015
Dimensional Fund Advisors May 2014 - August 2014
National Financial Partners May 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Social Networking, Public Speaking, Microsoft Excel, Social Media Marketing, Team Leadership, Financial Analysis, Financial Modeling, Portfolio Management, Communication Skills, Inclusive Leadership, Benchmarking, Portfolio Analysis
Education
The University of Texas at Austin 2011 — 2015
Bachelor’s Degree, Finance, Investment Management
Lake Travis High School 2007 — 2011
High School
John E. Johnson, CFA's National Financial Partners Experience 2007 - 2007
Job Investment Professional
Industry Investment Management
Experience
Self-Employed Investor 2010 - Present
Arco Capital Management September 2007 - September 2009
National Financial Partners 2007 - 2007
FedEx 2005 - 2007
Anthem 2000 - 2004
Standard Management Corporation 1997 - 1999
Standard Management Corporation 1994 - 1996
Skills
Financial Analysis, Mergers & Acquisitions, Forecasting, Investments, Risk Management, Budgets, Financial Modeling, Strategic Planning, Business Analysis, Process Improvement, Strategic Financial..., Insurance
Education
Purdue University
Bachelor of Science (BS), Interdiciplinary Mathematics and Statistics
Self-Employed Investor 2010 - Present
Arco Capital Management September 2007 - September 2009
National Financial Partners 2007 - 2007
FedEx 2005 - 2007
Anthem 2000 - 2004
Standard Management Corporation 1997 - 1999
Standard Management Corporation 1994 - 1996
Skills
Financial Analysis, Mergers & Acquisitions, Forecasting, Investments, Risk Management, Budgets, Financial Modeling, Strategic Planning, Business Analysis, Process Improvement, Strategic Financial..., Insurance
Education
Purdue University
Bachelor of Science (BS), Interdiciplinary Mathematics and Statistics
Craig Pizonka, MBA Craig Pizonka, MBA's National Financial Partners Experience June 2011 - March 2014
Job Manager, EDI Team at Benefit Allocation Systems
Industry Financial Services
Experience
Benefit Allocation Systems March 2014 - Present
National Financial Partners June 2011 - March 2014
National Financial Partners November 2010 - June 2011
Commerce Abstract July 2004 - November 2010
Venezia Hauling, Inc. June 2003 - July 2004
Skills
Integration, Business Analysis, Business Intelligence, Vendor Management, Data Warehousing, Business Process..., Process Improvement, Change Management, Project Management, Microsoft Excel, Communication, Data Analysis, Leadership, Testing
Education
Penn State University - School of Graduate Professional Studies 2009 — 2012
Master of Business Administration (MBA)
Penn State University 1999 — 2003
Bachelor of Science (BS), Business Logistics, Economics Minor
Malvern Preparatory School 1996 — 1999
Benefit Allocation Systems March 2014 - Present
National Financial Partners June 2011 - March 2014
National Financial Partners November 2010 - June 2011
Commerce Abstract July 2004 - November 2010
Venezia Hauling, Inc. June 2003 - July 2004
Skills
Integration, Business Analysis, Business Intelligence, Vendor Management, Data Warehousing, Business Process..., Process Improvement, Change Management, Project Management, Microsoft Excel, Communication, Data Analysis, Leadership, Testing
Education
Penn State University - School of Graduate Professional Studies 2009 — 2012
Master of Business Administration (MBA)
Penn State University 1999 — 2003
Bachelor of Science (BS), Business Logistics, Economics Minor
Malvern Preparatory School 1996 — 1999
William McMahan's National Financial Partners Experience August 2011 - September 2012
Job FrontEnd Software Engineer
Industry Computer Software
Experience
Under Armour Connected Fitness April 2014 - Present
Volusion February 2013 - April 2014
Independent Front-End Web Developer January 2010 - February 2013
National Financial Partners August 2011 - September 2012
Skills
HTML, CSS, jQuery, JavaScript, AJAX, Version Control, AngularJS, Illustrator, Photoshop, InDesign, Google API, HTML 5, Front-end, User Experience, Web Development
Education
The University of Texas at Austin 2003 — 2007
Under Armour Connected Fitness April 2014 - Present
Volusion February 2013 - April 2014
Independent Front-End Web Developer January 2010 - February 2013
National Financial Partners August 2011 - September 2012
Skills
HTML, CSS, jQuery, JavaScript, AJAX, Version Control, AngularJS, Illustrator, Photoshop, InDesign, Google API, HTML 5, Front-end, User Experience, Web Development
Education
The University of Texas at Austin 2003 — 2007
Jonathan McQuade's National Financial Partners Experience May 2007 - January 2009
Job Associate at Lakeview Financial Group
Industry Financial Services
Experience
Lakeview Financial Group January 2014 - Present
The Ensemble Practice July 2012 - October 2013
Fusion Advisor Network December 2009 - August 2012
Charles Schwab May 2009 - September 2009
National Financial Partners May 2007 - January 2009
Hester Capital Management May 2005 - August 2005
Skills
Management Consulting, Human Capital, Investment Advisory..., Financial Advisory, Retirement Planning, Asset Management, Portfolio Management, Investment Advisory
Education
St. Edward's University 2003 — 2007
Bachelor, Finance
Lakeview Financial Group January 2014 - Present
The Ensemble Practice July 2012 - October 2013
Fusion Advisor Network December 2009 - August 2012
Charles Schwab May 2009 - September 2009
National Financial Partners May 2007 - January 2009
Hester Capital Management May 2005 - August 2005
Skills
Management Consulting, Human Capital, Investment Advisory..., Financial Advisory, Retirement Planning, Asset Management, Portfolio Management, Investment Advisory
Education
St. Edward's University 2003 — 2007
Bachelor, Finance
Joanna Wise, SPHR's National Financial Partners Experience August 2011 - April 2012
Job Human Resources Director at Martha Stewart Living Omnimedia
Industry Human Resources
Experience
Martha Stewart Living Omnimedia June 2014 - Present
PA Consulting Group July 2012 - May 2014
National Financial Partners August 2011 - April 2012
American International Group October 2010 - June 2011
Scotia Capital January 2010 - July 2010
KBC Financial Products October 2007 - September 2008
Sumitomo Trust & Banking Co. (USA) July 2004 - October 2007
DataPipe January 2003 - December 2003
Compensation Resources December 2000 - October 2001
Goldman Sachs April 2000 - November 2000
Skills
Employee Relations, Performance Management, Benefits Administration, Compensation, Full-cycle Recruiting, Training & Development, Human Resources, Employee Handbooks, Project Management, Applicant Tracking..., Employee Training, Immigration Law, PeopleSoft, Hiring, Talent Management, Talent Acquisition, Management, Recruiting, Personnel Management, Employee Benefits, Onboarding, HRIS, Employee Engagement, Employment Law, Job Descriptions, HR Policies
Education
Pace University 2001 — 2002
MBA, Human Resources Management
SUNY Albany 1994 — 1997
BA, Sociology, Business and Psychology
National Academy of Sports Medicine (NASM) 2009 — 2009
Certified Personal Trainer
Clarkstown South High School
Martha Stewart Living Omnimedia June 2014 - Present
PA Consulting Group July 2012 - May 2014
National Financial Partners August 2011 - April 2012
American International Group October 2010 - June 2011
Scotia Capital January 2010 - July 2010
KBC Financial Products October 2007 - September 2008
Sumitomo Trust & Banking Co. (USA) July 2004 - October 2007
DataPipe January 2003 - December 2003
Compensation Resources December 2000 - October 2001
Goldman Sachs April 2000 - November 2000
Skills
Employee Relations, Performance Management, Benefits Administration, Compensation, Full-cycle Recruiting, Training & Development, Human Resources, Employee Handbooks, Project Management, Applicant Tracking..., Employee Training, Immigration Law, PeopleSoft, Hiring, Talent Management, Talent Acquisition, Management, Recruiting, Personnel Management, Employee Benefits, Onboarding, HRIS, Employee Engagement, Employment Law, Job Descriptions, HR Policies
Education
Pace University 2001 — 2002
MBA, Human Resources Management
SUNY Albany 1994 — 1997
BA, Sociology, Business and Psychology
National Academy of Sports Medicine (NASM) 2009 — 2009
Certified Personal Trainer
Clarkstown South High School
Yannick Miquel Yannick Miquel's National Financial Partners Experience April 2011 - Present
Job Trade Supervisor at NFP Advisor Services Group
Industry Financial Services
Experience
National Financial Partners April 2011 - Present
Northwestern Mutual Financial October 2007 - April 2010
Investors Capital Corporation October 2005 - October 2007
Omni Home Financing June 2003 - January 2005
Washington Mutual Bank August 2002 - July 2003
Commonwealth Financial Network October 1995 - August 2000
Pioneer Investments October 1993 - October 1995
Skills
Mutual Funds, Fixed Annuities, Due Diligence, Series 7, Series 9, Series 10, Series 24, Series 53, Series 31, Series 63, Series 65, Securities, Investment Advisory, Investments, Insurance, Wealth Management, FINRA, Risk Management, Equities, Retirement
Education
Suffolk University - Sawyer Business School 2000 — 2001
MBA, MBA
Plymouth State University 1987 — 1991
BS, Education
National Financial Partners April 2011 - Present
Northwestern Mutual Financial October 2007 - April 2010
Investors Capital Corporation October 2005 - October 2007
Omni Home Financing June 2003 - January 2005
Washington Mutual Bank August 2002 - July 2003
Commonwealth Financial Network October 1995 - August 2000
Pioneer Investments October 1993 - October 1995
Skills
Mutual Funds, Fixed Annuities, Due Diligence, Series 7, Series 9, Series 10, Series 24, Series 53, Series 31, Series 63, Series 65, Securities, Investment Advisory, Investments, Insurance, Wealth Management, FINRA, Risk Management, Equities, Retirement
Education
Suffolk University - Sawyer Business School 2000 — 2001
MBA, MBA
Plymouth State University 1987 — 1991
BS, Education
Richard Wade's National Financial Partners Experience 2003 - 2004
Job Director/GIO TNRIS
Industry Information Services
Experience
TNRIS August 2005 - Present
National Financial Partners 2003 - 2004
Windrose Data Corp September 2000 - December 2003
EISYS March 1994 - September 2000
Skills
Program Management, Event Management, Product Management, Project Management, Data Analysis, Leadership, Analysis, Management, Integration, Project Planning, Business Development, Strategic Planning, Spatial Analysis, ESRI, ArcGIS
Education
Texas State University-San Marcos 1982 — 1987
BS, Computer Science
TNRIS August 2005 - Present
National Financial Partners 2003 - 2004
Windrose Data Corp September 2000 - December 2003
EISYS March 1994 - September 2000
Skills
Program Management, Event Management, Product Management, Project Management, Data Analysis, Leadership, Analysis, Management, Integration, Project Planning, Business Development, Strategic Planning, Spatial Analysis, ESRI, ArcGIS
Education
Texas State University-San Marcos 1982 — 1987
BS, Computer Science
Cathy Vasilev Cathy Vasilev's National Financial Partners Experience 2005 - March 2010
Job Vice President Compliance Solutions
Industry Management Consulting
Experience
Red Oak Compliance Solutions March 2010 - Present
NFP Securities March 2005 - March 2010
NFP 2005 - March 2010
National Financial Partners 2005 - March 2010
Prudential Financial 2001 - 2005
Smith Barney 2000 - 2001
Tyndale House Publishers 1990 - 2000
Skills
Securities, Series 24, Mutual Funds, Series 7, FINRA, Series 63, Investment Advisory, Fixed Annuities, Investments, Retirement, Insurance, Financial Services, Asset Managment, Equities, Alternative Investments, Life Insurance, Financial Advisory, Risk Management, 401k, Hedge Funds, Relationship Management, Fixed Income, AML, Banking, Due Diligence, Uniform Combined State..., Investment Management, ETFs, Financial Risk, Private Equity, Mergers, Executive Management, ERISA, Strategic Consulting, Mock Audits, GAP Analysis, Advertising Review, Operations Management, Compliance, Compliance Testing, Strategic Financial..., Estate Planning, Retirement Planning, Wealth Management, Business Planning, Asset Management, Asset Allocation, Employee Benefits, Portfolio Management, Wealth Management...
Education
University of Phoenix 2001 — 2007
MBA, Business
Lyons Township
Northern Illinois University
Political Science and Business
Red Oak Compliance Solutions March 2010 - Present
NFP Securities March 2005 - March 2010
NFP 2005 - March 2010
National Financial Partners 2005 - March 2010
Prudential Financial 2001 - 2005
Smith Barney 2000 - 2001
Tyndale House Publishers 1990 - 2000
Skills
Securities, Series 24, Mutual Funds, Series 7, FINRA, Series 63, Investment Advisory, Fixed Annuities, Investments, Retirement, Insurance, Financial Services, Asset Managment, Equities, Alternative Investments, Life Insurance, Financial Advisory, Risk Management, 401k, Hedge Funds, Relationship Management, Fixed Income, AML, Banking, Due Diligence, Uniform Combined State..., Investment Management, ETFs, Financial Risk, Private Equity, Mergers, Executive Management, ERISA, Strategic Consulting, Mock Audits, GAP Analysis, Advertising Review, Operations Management, Compliance, Compliance Testing, Strategic Financial..., Estate Planning, Retirement Planning, Wealth Management, Business Planning, Asset Management, Asset Allocation, Employee Benefits, Portfolio Management, Wealth Management...
Education
University of Phoenix 2001 — 2007
MBA, Business
Lyons Township
Northern Illinois University
Political Science and Business
Larry Foulkrod Larry Foulkrod's National Financial Partners Experience 1999 - 2007
Job Programmer human; many other functions.
Industry Computer Software
Experience
Dell March 2014 - Present
MultiTracks.com March 2013 - March 2014
Dell - CCAT February 2011 - July 2013
Dell - Image Direct 3 February 2010 - February 2011
Dell - PSMe February 2007 - February 2010
National Financial Partners 1999 - 2007
Skills
C#, ASP.NET MVC, ExtJS, JavaScript, Software Development, ASP.NET, Team Management, Web Services, XML, Scrum, Quality Assurance, Agile Methodologies, Web Applications, jQuery, .NET, WCF, Puppet, Ext JS, Databases, TFS, Microsoft SQL Server, SOA, Integration, Cloud Computing, Visio, REST
Education
Texas State University 2003 — 2005
B.S., Physics
Dell March 2014 - Present
MultiTracks.com March 2013 - March 2014
Dell - CCAT February 2011 - July 2013
Dell - Image Direct 3 February 2010 - February 2011
Dell - PSMe February 2007 - February 2010
National Financial Partners 1999 - 2007
Skills
C#, ASP.NET MVC, ExtJS, JavaScript, Software Development, ASP.NET, Team Management, Web Services, XML, Scrum, Quality Assurance, Agile Methodologies, Web Applications, jQuery, .NET, WCF, Puppet, Ext JS, Databases, TFS, Microsoft SQL Server, SOA, Integration, Cloud Computing, Visio, REST
Education
Texas State University 2003 — 2005
B.S., Physics
Cynthia Conklin Cynthia Conklin's National Financial Partners Experience December 2000 - July 2003
Job Owner, The Essential Assistant, LLC
Industry Accounting
Experience
The Essential Assistant, LLC October 2007 - Present
Employers July 2003 - November 2005
National Financial Partners December 2000 - July 2003
Education
Queens College 1989 — 1994
The Essential Assistant, LLC October 2007 - Present
Employers July 2003 - November 2005
National Financial Partners December 2000 - July 2003
Education
Queens College 1989 — 1994
Matthew Rindelaub Matthew Rindelaub's National Financial Partners Experience March 2013 - May 2013
Job Incoming Academy Analyst at Point72 Asset Management
Industry Investment Management
Experience
Point72 Asset Management June 2015 - August 2015
Westlake Securities June 2014 - May 2015
Plano Senior High School July 2013 - August 2013
Sethi Financial Group June 2013 - August 2013
National Financial Partners March 2013 - May 2013
Plano Sports Authority May 2008 - June 2012
Skills
Public Speaking, Microsoft Excel, Teamwork, Research, PowerPoint, Leadership, Data Analysis, Financial Analysis, Time Management, Financial Modeling, Microsoft Office
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Business Administration (BBA), Economics
Plano Senior High School 2008 — 2012
Point72 Asset Management June 2015 - August 2015
Westlake Securities June 2014 - May 2015
Plano Senior High School July 2013 - August 2013
Sethi Financial Group June 2013 - August 2013
National Financial Partners March 2013 - May 2013
Plano Sports Authority May 2008 - June 2012
Skills
Public Speaking, Microsoft Excel, Teamwork, Research, PowerPoint, Leadership, Data Analysis, Financial Analysis, Time Management, Financial Modeling, Microsoft Office
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Business Administration (BBA), Economics
Plano Senior High School 2008 — 2012
Dan Robson Dan Robson's National Financial Partners Experience June 2004 - November 2008
Job East Region Director, Worksite Voluntary Benefits
Industry Insurance
Experience
Humana February 2014 - Present
Humana March 2013 - February 2014
Humana March 2012 - March 2013
The Boon Group November 2008 - March 2012
National Financial Partners June 2004 - November 2008
ING Employee Benefits September 2001 - May 2004
Skills
Management, Employee Benefits, Sales Management, Sales, Recruiting, Product Development, Business Development, Health Insurance, Insurance, Brokers, Disability Insurance, Health Savings Accounts, Leadership, Life Insurance, Program Management, Selling, Strategic Planning, Strategy, Term Life Insurance, Underwriting, Voluntary Products
Education
North Carolina State University - College of Management 1987 — 1991
BA
Humana February 2014 - Present
Humana March 2013 - February 2014
Humana March 2012 - March 2013
The Boon Group November 2008 - March 2012
National Financial Partners June 2004 - November 2008
ING Employee Benefits September 2001 - May 2004
Skills
Management, Employee Benefits, Sales Management, Sales, Recruiting, Product Development, Business Development, Health Insurance, Insurance, Brokers, Disability Insurance, Health Savings Accounts, Leadership, Life Insurance, Program Management, Selling, Strategic Planning, Strategy, Term Life Insurance, Underwriting, Voluntary Products
Education
North Carolina State University - College of Management 1987 — 1991
BA
John J. Polizzotto's National Financial Partners Experience 2001 - 2004
Job Chief Operating Officer at TigerRisk Capital Markets & Advisory
Industry Capital Markets
Experience
TigerRisk Capital Markets & Advisory 2015 - Present
Independant Operational Consultant 2014 - 2015
Rockwood Real Estate Advisors 2013 - 2014
Cushman & Wakefield 2012 - 2013
FalconView Capital Partners, LLC 2010 - 2012
Standard & Poor's 2006 - 2010
Robert Half Management Resources 2004 - 2006
National Financial Partners 2001 - 2004
Salomon Smith Barney Citi Asset Management 2000 - 2001
JPMorgan Chase 1997 - 2000
Skills
Financial Reporting, Human Resources, Vendor Management, Business Planning, Facilities Management, Executive Management, Policy, Financial Services, Financial Analysis, Fixed Income, Restructuring, Contract Negotiation, Project Management, Venture Capital, Change Management, Strategy, Structured Products, Leadership, Financial Risk, Business Strategy, Bloomberg, Accounting, Finance, Business Process..., Project Finance, Banking, Management, Start-ups, Alternative Investments
Education
St. Francis College
Bachelor of Science (BS), Accounting
TigerRisk Capital Markets & Advisory 2015 - Present
Independant Operational Consultant 2014 - 2015
Rockwood Real Estate Advisors 2013 - 2014
Cushman & Wakefield 2012 - 2013
FalconView Capital Partners, LLC 2010 - 2012
Standard & Poor's 2006 - 2010
Robert Half Management Resources 2004 - 2006
National Financial Partners 2001 - 2004
Salomon Smith Barney Citi Asset Management 2000 - 2001
JPMorgan Chase 1997 - 2000
Skills
Financial Reporting, Human Resources, Vendor Management, Business Planning, Facilities Management, Executive Management, Policy, Financial Services, Financial Analysis, Fixed Income, Restructuring, Contract Negotiation, Project Management, Venture Capital, Change Management, Strategy, Structured Products, Leadership, Financial Risk, Business Strategy, Bloomberg, Accounting, Finance, Business Process..., Project Finance, Banking, Management, Start-ups, Alternative Investments
Education
St. Francis College
Bachelor of Science (BS), Accounting
Clara Park Clara Park's National Financial Partners Experience July 2007 - August 2009
Job Account Executive at Otterstedt Insurance Agency
Industry Insurance
Experience
National Financial Partners July 2007 - August 2009
Econoworld Agency, Inc. June 2005 - July 2007
Skills
Property & Casualty..., Commercial Lines, Insurance, Professional Liability, Customer Service, Workers Compensation
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Arts (B.A.), Psychology & Japanese
National Financial Partners July 2007 - August 2009
Econoworld Agency, Inc. June 2005 - July 2007
Skills
Property & Casualty..., Commercial Lines, Insurance, Professional Liability, Customer Service, Workers Compensation
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Arts (B.A.), Psychology & Japanese
Richard (Rick) Shirley's National Financial Partners Experience May 1999 - December 2003
Job Vice President at MullinTBG
Industry Insurance
Experience
MullinTBG May 2013 - Present
WISE Agency LLC April 2012 - April 2013
M Financial Group January 2005 - May 2011
National Financial Partners May 1999 - December 2003
New England Financial August 1998 - May 1999
The Provident Companies August 1997 - August 1998
Paul Revere Insurance Group August 1994 - August 1997
Skills
Employee Benefits, Disability Insurance, Executive Pay, Insurance, Long-term Care, Life Insurance, Financial Services, Strategic Planning, Securities, Series 63, Finance, 401k, Long Term Care Insurance, Wealth Management, Sales, Estate Planning, Retirement Planning
Education
Texas State University-San Marcos 1989 — 1993
Bachelor of Business Administration (BBA), Finance
Texas State University
BBA Finance, Finance
MullinTBG May 2013 - Present
WISE Agency LLC April 2012 - April 2013
M Financial Group January 2005 - May 2011
National Financial Partners May 1999 - December 2003
New England Financial August 1998 - May 1999
The Provident Companies August 1997 - August 1998
Paul Revere Insurance Group August 1994 - August 1997
Skills
Employee Benefits, Disability Insurance, Executive Pay, Insurance, Long-term Care, Life Insurance, Financial Services, Strategic Planning, Securities, Series 63, Finance, 401k, Long Term Care Insurance, Wealth Management, Sales, Estate Planning, Retirement Planning
Education
Texas State University-San Marcos 1989 — 1993
Bachelor of Business Administration (BBA), Finance
Texas State University
BBA Finance, Finance
Colin de los Santos's National Financial Partners Experience February 2008 - October 2011
Job Marketing Coordinator at TWO MEN AND A TRUCK®
Industry Music
Experience
TWO MEN AND A TRUCK® February 2014 - Present
Affinipay September 2012 - November 2013
NIC Inc. 2011 - 2012
National Financial Partners February 2008 - October 2011
Skills
Microsoft Office, Active Directory, ITIL, Windows 7, Customer Service, Windows Server, Windows, Troubleshooting, XP, Microsoft Exchange, Outlook, Computer Hardware, Change Management, Software Documentation, Microsoft Excel, VMware, Incident Management, Project Management, SharePoint, Microsoft Word, Negotiation, Budgets, PowerPoint, Advertising, Social Media Marketing, Online Advertising, Management, Salesforce.com, HTML, Public Relations, Training
Education
Sam Houston State University 2003 — 2007
Bachelor's degree, Mass Communication/Media Studies
TWO MEN AND A TRUCK® February 2014 - Present
Affinipay September 2012 - November 2013
NIC Inc. 2011 - 2012
National Financial Partners February 2008 - October 2011
Skills
Microsoft Office, Active Directory, ITIL, Windows 7, Customer Service, Windows Server, Windows, Troubleshooting, XP, Microsoft Exchange, Outlook, Computer Hardware, Change Management, Software Documentation, Microsoft Excel, VMware, Incident Management, Project Management, SharePoint, Microsoft Word, Negotiation, Budgets, PowerPoint, Advertising, Social Media Marketing, Online Advertising, Management, Salesforce.com, HTML, Public Relations, Training
Education
Sam Houston State University 2003 — 2007
Bachelor's degree, Mass Communication/Media Studies
Cory Ingle Cory Ingle's National Financial Partners Experience June 2008 - August 2008
Job Patent Attorney at Dinsmore & Shohl LLP
Industry Legal Services
Experience
Dinsmore & Shohl LLP November 2011 - Present
Hasse & Nesbitt LLC May 2009 - November 2011
National Financial Partners June 2008 - August 2008
Purdue University June 2007 - August 2007
Skills
Intellectual Property, Patent Prosecution, Patent preparation, Patents, Trade Secrets, International..., Chemical Engineering, Nanotechnology, Glass, Patent Litigation, Trademarks, Registered Patent...
Education
The Ohio State University Moritz College of Law 2009 — 2011
J.D., Law
University of Dayton School of Law 2008 — 2009
Law
University of Notre Dame 2004 — 2008
B.S., Chemical Engineering
University of Notre Dame in London 2006 — 2006
St. Xavier High School 2000 — 2004
Dinsmore & Shohl LLP November 2011 - Present
Hasse & Nesbitt LLC May 2009 - November 2011
National Financial Partners June 2008 - August 2008
Purdue University June 2007 - August 2007
Skills
Intellectual Property, Patent Prosecution, Patent preparation, Patents, Trade Secrets, International..., Chemical Engineering, Nanotechnology, Glass, Patent Litigation, Trademarks, Registered Patent...
Education
The Ohio State University Moritz College of Law 2009 — 2011
J.D., Law
University of Dayton School of Law 2008 — 2009
Law
University of Notre Dame 2004 — 2008
B.S., Chemical Engineering
University of Notre Dame in London 2006 — 2006
St. Xavier High School 2000 — 2004
Letitia Moore-Garcia, PMP Letitia Moore-Garcia, PMP's National Financial Partners Experience 2002 - 2005
Job Experienced Program Manager
Industry Information Technology and Services
Experience
Convio, Inc., a Blackbaud company 2011 - Present
Convio, Inc. 2005 - 2011
National Financial Partners 2002 - 2005
Skills
Program Management, Process Improvement, Best Practices, Software Project..., Integration, CRM, Requirements Analysis, Business Process, SaaS, Software Documentation, Management, Requirements Gathering, Project Management, Salesforce.com, PMP, Enterprise Software, IT Management, Team Leadership, Project Portfolio...
Education
Project Management Institute 2004 — 2004
PMP, Project Management
Texas State University-San Marcos 1995 — 1996
Bachelor of Business Administration, Marketing, Cum Laude
Convio, Inc., a Blackbaud company 2011 - Present
Convio, Inc. 2005 - 2011
National Financial Partners 2002 - 2005
Skills
Program Management, Process Improvement, Best Practices, Software Project..., Integration, CRM, Requirements Analysis, Business Process, SaaS, Software Documentation, Management, Requirements Gathering, Project Management, Salesforce.com, PMP, Enterprise Software, IT Management, Team Leadership, Project Portfolio...
Education
Project Management Institute 2004 — 2004
PMP, Project Management
Texas State University-San Marcos 1995 — 1996
Bachelor of Business Administration, Marketing, Cum Laude
David Lear David Lear's National Financial Partners Experience November 2006 - December 2010
Job Competitive Intelligence at LifeTrends
Industry Financial Services
Experience
LifeTrends January 2011 - Present
National Financial Partners November 2006 - December 2010
Great American Financial Resources January 2003 - October 2006
Skills
Management, Investment Advisory, Insurance, Marketing, Competitive Intelligence, Wealth Management, Access, Life Insurance, Employee Benefits, Analysis, Enterprise Risk..., Long-term Care, Universal Life, Strategic Financial...
Education
Texas State University 2000 — 2002
BS, Mathematics
LifeTrends January 2011 - Present
National Financial Partners November 2006 - December 2010
Great American Financial Resources January 2003 - October 2006
Skills
Management, Investment Advisory, Insurance, Marketing, Competitive Intelligence, Wealth Management, Access, Life Insurance, Employee Benefits, Analysis, Enterprise Risk..., Long-term Care, Universal Life, Strategic Financial...
Education
Texas State University 2000 — 2002
BS, Mathematics
Katie (Cohen) Cristof's National Financial Partners Experience August 2011 - May 2012
Job Client Operations Manager at NewComLink
Industry Financial Services
Experience
NewComLink May 2012 - Present
National Financial Partners August 2011 - May 2012
National Financial Partners April 2010 - August 2011
Morgan Stanley Smith Barney August 2008 - December 2008
Skills
Series 7, Portfolio Management, Process Improvement, Financial Services, Employee Training, Business Process..., Vendor Management, Marketing Strategy, Relationship Management, Analytics, Strategy, Data Analysis, Technical Training, Quality Assurance
Education
The University of Texas at Austin 2006 — 2009
BA, Economics
NewComLink May 2012 - Present
National Financial Partners August 2011 - May 2012
National Financial Partners April 2010 - August 2011
Morgan Stanley Smith Barney August 2008 - December 2008
Skills
Series 7, Portfolio Management, Process Improvement, Financial Services, Employee Training, Business Process..., Vendor Management, Marketing Strategy, Relationship Management, Analytics, Strategy, Data Analysis, Technical Training, Quality Assurance
Education
The University of Texas at Austin 2006 — 2009
BA, Economics
Richard Clouse Jr., CRPS©, AIF®, C(k)P® Richard Clouse Jr., CRPS©, AIF®, C(k)P®'s National Financial Partners Experience December 1999 - December 2009
Job Practice Leader
Industry Financial Services
Experience
White Oak Advisors July 2013 - Present
Goldberg, Clouse & Edgell December 1993 - Present
National Financial Partners December 1999 - December 2009
Advanced Realty Management January 1990 - December 1993
Skills
Retirement, Investments, Investment Advisory, Asset Management, 401k, Deferred Compensation, Securities, Benchmarking, Plan Design, Series 7, Fiduciary Management, Process Management, Business Planning, Asset Managment, Financial Advisory, Executive Management, Financial Services, Employee Benefits, FINRA, Pensions, High Net Worth..., Profit Sharing, Series 63, Defined Benefit, Asset Allocation, ERISA, Retirement Plan..., Wealth Management, Fixed Annuities, Estate Planning, Mutual Funds, Investment Strategies, Uniform Combined State..., Disability Insurance, Investment Management, Alternative Investments, Life Insurance, Qualified Retirement..., Retirement Planning, Defined Contribution, ETFs, Series 65, Relationship Management, Separately Managed..., Portfolio Management, Equities, IRAs, Wealth Management..., Institutional..., Due Diligence
Education
The Ohio State University 1989 — 1993
BA, Liberal Arts
Worthington High School 1984 — 1988
White Oak Advisors July 2013 - Present
Goldberg, Clouse & Edgell December 1993 - Present
National Financial Partners December 1999 - December 2009
Advanced Realty Management January 1990 - December 1993
Skills
Retirement, Investments, Investment Advisory, Asset Management, 401k, Deferred Compensation, Securities, Benchmarking, Plan Design, Series 7, Fiduciary Management, Process Management, Business Planning, Asset Managment, Financial Advisory, Executive Management, Financial Services, Employee Benefits, FINRA, Pensions, High Net Worth..., Profit Sharing, Series 63, Defined Benefit, Asset Allocation, ERISA, Retirement Plan..., Wealth Management, Fixed Annuities, Estate Planning, Mutual Funds, Investment Strategies, Uniform Combined State..., Disability Insurance, Investment Management, Alternative Investments, Life Insurance, Qualified Retirement..., Retirement Planning, Defined Contribution, ETFs, Series 65, Relationship Management, Separately Managed..., Portfolio Management, Equities, IRAs, Wealth Management..., Institutional..., Due Diligence
Education
The Ohio State University 1989 — 1993
BA, Liberal Arts
Worthington High School 1984 — 1988
Brent O'Neill Brent O'Neill's National Financial Partners Experience October 2012 - October 2014
Job Business Advisor, Investment Operations Process Control at USAA Investment Management Company
Industry Financial Services
Experience
USAA October 2014 - Present
National Financial Partners October 2012 - October 2014
National Financial Partners June 2009 - October 2012
National Financial Partners November 2006 - June 2009
National Financial Partners December 2005 - November 2006
National Financial Partners May 2004 - December 2005
AIM Invesco June 1998 - December 2003
Skills
Licensing, Series 6, Series 7, Series 24, FINRA, Investment Advisor..., Registered Investment..., Operations Management, Change Management, Broker-Dealer Compliance, Broker-Dealer Operations, Series 65, Series 63, Securities, Financial Services, Uniform Combined State..., Investment Advisory, Management, Mutual Funds, Risk Management, Retirement Planning, Investments
Education
Texas State University 1993 — 1997
Bachelor of Arts, Psychology & Criminal Justice
USAA October 2014 - Present
National Financial Partners October 2012 - October 2014
National Financial Partners June 2009 - October 2012
National Financial Partners November 2006 - June 2009
National Financial Partners December 2005 - November 2006
National Financial Partners May 2004 - December 2005
AIM Invesco June 1998 - December 2003
Skills
Licensing, Series 6, Series 7, Series 24, FINRA, Investment Advisor..., Registered Investment..., Operations Management, Change Management, Broker-Dealer Compliance, Broker-Dealer Operations, Series 65, Series 63, Securities, Financial Services, Uniform Combined State..., Investment Advisory, Management, Mutual Funds, Risk Management, Retirement Planning, Investments
Education
Texas State University 1993 — 1997
Bachelor of Arts, Psychology & Criminal Justice
Vicki Evans Vicki Evans's National Financial Partners Experience April 2008 - March 2012
Job President, NFP Life Brokerage and SVP, NFP Insurance Services at NFP
Industry Insurance
Experience
AIG November 2012 - August 2014
National Financial Partners April 2008 - March 2012
National Financial Partners January 2006 - April 2008
National Financial Partners January 2002 - December 2005
National Financial Partners February 2001 - January 2002
Skills
Strategic Planning, Operating Budgets, Profit/Loss..., Team Building, Team-oriented, Executive Management, Sales Execution, Contract Negotiation, Marketing Strategy, New Business Development, Operational Strategy, Process Improvement, Key Account Management, Collaborative Problem..., Distribution Strategies, Integrity, Innovator, Building Relationships, Product Development, Product Marketing, Intrapreneurship, Result Oriented, Underwriting, Fixed Annuities, Insurance, Management, Term Life Insurance, Retirement Planning, Life Insurance, Financial Planning
Education
Texas State University-San Marcos 2009 — 2010
ACTiVATE
The American College
Chartered Life Underwriter
Texas State University
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
AIG November 2012 - August 2014
National Financial Partners April 2008 - March 2012
National Financial Partners January 2006 - April 2008
National Financial Partners January 2002 - December 2005
National Financial Partners February 2001 - January 2002
Skills
Strategic Planning, Operating Budgets, Profit/Loss..., Team Building, Team-oriented, Executive Management, Sales Execution, Contract Negotiation, Marketing Strategy, New Business Development, Operational Strategy, Process Improvement, Key Account Management, Collaborative Problem..., Distribution Strategies, Integrity, Innovator, Building Relationships, Product Development, Product Marketing, Intrapreneurship, Result Oriented, Underwriting, Fixed Annuities, Insurance, Management, Term Life Insurance, Retirement Planning, Life Insurance, Financial Planning
Education
Texas State University-San Marcos 2009 — 2010
ACTiVATE
The American College
Chartered Life Underwriter
Texas State University
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
Chad Van Holland's National Financial Partners Experience April 2005 - September 2008
Job Managing Engineering Director at LibreDigital
Industry Information Technology and Services
Experience
Charles Schwab May 2011 - May 2013
Rackspace Hosting May 2009 - April 2011
Knowledge Management, Inc October 2008 - May 2009
National Financial Partners April 2005 - September 2008
Microsoft August 1996 - December 2005
Boeing June 1990 - August 1995
Skills
Program Management, SDLC, Team Building, Enterprise Architecture, Business Analysis, Agile Methodologies, Business Intelligence, Software Development, Project Management, Team Leadership, Leadership, Management, Cloud Computing, Product Management, CRM, Enterprise Software, Product Development, Analysis, SQL, Change Management, Strategy, Vendor Management
Education
Tarleton State University 2009 — 2011
MIS, Technology
Seattle Pacific University 1989 — 1993
BA, Business, Accounting, Mathematics
Charles Schwab May 2011 - May 2013
Rackspace Hosting May 2009 - April 2011
Knowledge Management, Inc October 2008 - May 2009
National Financial Partners April 2005 - September 2008
Microsoft August 1996 - December 2005
Boeing June 1990 - August 1995
Skills
Program Management, SDLC, Team Building, Enterprise Architecture, Business Analysis, Agile Methodologies, Business Intelligence, Software Development, Project Management, Team Leadership, Leadership, Management, Cloud Computing, Product Management, CRM, Enterprise Software, Product Development, Analysis, SQL, Change Management, Strategy, Vendor Management
Education
Tarleton State University 2009 — 2011
MIS, Technology
Seattle Pacific University 1989 — 1993
BA, Business, Accounting, Mathematics
Steven Truong Steven Truong's National Financial Partners Experience August 2012 - February 2013
Job Data Analyst at Qcue, Inc.
Industry Computer Software
Experience
Qcue, Inc. February 2015 - Present
uShip.com August 2014 - January 2015
uShip.com February 2013 - January 2015
National Financial Partners August 2012 - February 2013
Royalty Clearinghouse January 2012 - June 2012
Skills
Microsoft Excel, SQL, Microsoft SQL Server, Negotiation, Microsoft Office, Project Management, Direct Sales, Sales, Petroleum, Microsoft Word, Engineering, Gas, Energy, Oil/Gas, Strategic Planning, Change Management, SugarCRM, Laserfiche, LaTeX, Ticketing, Ticketing Software, Ticket Sales, Sports
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Arts (BA), Economics
Qcue, Inc. February 2015 - Present
uShip.com August 2014 - January 2015
uShip.com February 2013 - January 2015
National Financial Partners August 2012 - February 2013
Royalty Clearinghouse January 2012 - June 2012
Skills
Microsoft Excel, SQL, Microsoft SQL Server, Negotiation, Microsoft Office, Project Management, Direct Sales, Sales, Petroleum, Microsoft Word, Engineering, Gas, Energy, Oil/Gas, Strategic Planning, Change Management, SugarCRM, Laserfiche, LaTeX, Ticketing, Ticketing Software, Ticket Sales, Sports
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Arts (BA), Economics
Jordan Tanoury Jordan Tanoury's National Financial Partners Experience May 2013 - May 2014
Job Account Business Analyst I at HewlettPackard
Industry Financial Services
Experience
Hewlett-Packard June 2014 - Present
National Financial Partners May 2013 - May 2014
University of Texas Student Government August 2012 - May 2014
Texas House of Representatives January 2013 - May 2013
Skills
Government, Analysis, Management, Legislative Relations, Research, Data Analysis, Legal Research, Policy Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Financial Analysis, Financial Accounting, Customer Service, Microsoft Word
Education
Southern Methodist University Dedman School of Law 2014 — 2018
Doctor of Law (J.D.)
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Hewlett-Packard June 2014 - Present
National Financial Partners May 2013 - May 2014
University of Texas Student Government August 2012 - May 2014
Texas House of Representatives January 2013 - May 2013
Skills
Government, Analysis, Management, Legislative Relations, Research, Data Analysis, Legal Research, Policy Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Financial Analysis, Financial Accounting, Customer Service, Microsoft Word
Education
Southern Methodist University Dedman School of Law 2014 — 2018
Doctor of Law (J.D.)
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Lindsey Kiken Lindsey Kiken's National Financial Partners Experience April 2013 - August 2015
Job Solutions Developer at Amazon Web Services
Industry Financial Services
Experience
Amazon Web Services September 2015 - Present
Kiken Associates LLC. November 2014 - Present
Elemental Technologies August 2015 - September 2015
The Home Depot February 2015 - September 2015
National Financial Partners April 2013 - August 2015
Salesforce.com Cloud Alliance January 2013 - March 2015
TOSS June 2014 - December 2014
Kiken Prose January 2005 - December 2014
Vecchi Productions October 2011 - October 2014
ESPN/Kwokman Productions August 2012 - March 2014
Skills
Creative Writing, CRM, Screenwriting, Editing, Salesforce.com, Sales, Marketing, Directing, Research, Creative Direction, SaaS, Agile Project Management, Technical Support, Media Production, Team Leadership, Technical Writing, Windows, Art Direction, Mac, SOSL, Validation Rules, Detailed Organization, Learning Quickly, Highly versatile, Script Analysis, Analytics, SFDC, Custom Objects, Partner Portal, Quality Results, Creativity, Innovation, Ingenuity, Project Coordination, Quality Management, Salesforce.com System..., SOQL, Visual Force, Apex Programming, Force.com Sites, DemandTools, Customer Portal, Salesforce.com..., Data Integration, Analytical Pattern..., Adaptability, Coaching and Training, Interviews, Software Documentation, Process Improvement
Education
Western Governors University 2012 — 2015
Bachelor of Science (B.S.), Information Technology Management, 4.0
Orange Coast College
Film & Business
Amazon Web Services September 2015 - Present
Kiken Associates LLC. November 2014 - Present
Elemental Technologies August 2015 - September 2015
The Home Depot February 2015 - September 2015
National Financial Partners April 2013 - August 2015
Salesforce.com Cloud Alliance January 2013 - March 2015
TOSS June 2014 - December 2014
Kiken Prose January 2005 - December 2014
Vecchi Productions October 2011 - October 2014
ESPN/Kwokman Productions August 2012 - March 2014
Skills
Creative Writing, CRM, Screenwriting, Editing, Salesforce.com, Sales, Marketing, Directing, Research, Creative Direction, SaaS, Agile Project Management, Technical Support, Media Production, Team Leadership, Technical Writing, Windows, Art Direction, Mac, SOSL, Validation Rules, Detailed Organization, Learning Quickly, Highly versatile, Script Analysis, Analytics, SFDC, Custom Objects, Partner Portal, Quality Results, Creativity, Innovation, Ingenuity, Project Coordination, Quality Management, Salesforce.com System..., SOQL, Visual Force, Apex Programming, Force.com Sites, DemandTools, Customer Portal, Salesforce.com..., Data Integration, Analytical Pattern..., Adaptability, Coaching and Training, Interviews, Software Documentation, Process Improvement
Education
Western Governors University 2012 — 2015
Bachelor of Science (B.S.), Information Technology Management, 4.0
Orange Coast College
Film & Business
Jordan Buck Jordan Buck's National Financial Partners Experience June 2011 - January 2012
Job Technical Writer at Schneider Electric
Industry Writing and Editing
Experience
Schneider Electric September 2012 - Present
Aristocrat April 2012 - July 2012
National Financial Partners June 2011 - January 2012
ePub Edition January 2011 - September 2011
KDAB September 2009 - June 2011
Galveston County Daily News August 2009 - January 2010
CDS Printing February 2000 - August 2003
Skills
Writing, Editing, DocBook, XSLT, XML, Oxygen, Adobe Creative Suite, Gimp, OOXML, XSL-FO, Microsoft Office, Mac OS X, Windows XP Professional, HTML5, CSS, HTML 5, OS X, GIMP, Proofreading, Linux
Education
University of Utah 2008 — 2009
Bachelor of Arts (BA), English Language and Literature, General
Utah Valley State College 2004 — 2007
Associate's degree, General Studies
Texas State University
Texas State University
Schneider Electric September 2012 - Present
Aristocrat April 2012 - July 2012
National Financial Partners June 2011 - January 2012
ePub Edition January 2011 - September 2011
KDAB September 2009 - June 2011
Galveston County Daily News August 2009 - January 2010
CDS Printing February 2000 - August 2003
Skills
Writing, Editing, DocBook, XSLT, XML, Oxygen, Adobe Creative Suite, Gimp, OOXML, XSL-FO, Microsoft Office, Mac OS X, Windows XP Professional, HTML5, CSS, HTML 5, OS X, GIMP, Proofreading, Linux
Education
University of Utah 2008 — 2009
Bachelor of Arts (BA), English Language and Literature, General
Utah Valley State College 2004 — 2007
Associate's degree, General Studies
Texas State University
Texas State University
William Knox William Knox's National Financial Partners Experience February 2012 - February 2014
Job Operations Specialist at Lion Street
Industry Financial Services
Experience
Lion Street August 2015 - Present
NFP Advisor Services March 2015 - August 2015
NFP February 2014 - March 2015
National Financial Partners February 2012 - February 2014
College Baseball Daily February 2008 - February 2013
Texas Historical Commission April 2011 - December 2011
Data Recognition Corporation April 2010 - November 2010
McKinney Marshals May 2010 - August 2010
Coppell/North Texas Copperheads May 2009 - August 2010
Skills
Nonprofits, Media Relations, Employee Training, Social Media, Public Speaking, Databases, Microsoft Office, Event Planning, Strategic Planning, Public Relations, Social Media Marketing, Project Management, Fundraising, Marketing Communications, Facebook, Editing, Blogging
Education
Texas Tech University 2003 — 2009
Bachelor's, History, Mass Communications
Lion Street August 2015 - Present
NFP Advisor Services March 2015 - August 2015
NFP February 2014 - March 2015
National Financial Partners February 2012 - February 2014
College Baseball Daily February 2008 - February 2013
Texas Historical Commission April 2011 - December 2011
Data Recognition Corporation April 2010 - November 2010
McKinney Marshals May 2010 - August 2010
Coppell/North Texas Copperheads May 2009 - August 2010
Skills
Nonprofits, Media Relations, Employee Training, Social Media, Public Speaking, Databases, Microsoft Office, Event Planning, Strategic Planning, Public Relations, Social Media Marketing, Project Management, Fundraising, Marketing Communications, Facebook, Editing, Blogging
Education
Texas Tech University 2003 — 2009
Bachelor's, History, Mass Communications
Tom Herrick Tom Herrick's National Financial Partners Experience June 2012 - August 2012
Job Private Banking Analyst at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan July 2014 - Present
J.P. Morgan May 2013 - August 2013
National Financial Partners June 2012 - August 2012
Law Office of Michael C. Gross May 2011 - August 2011
Skills
Market Research, Investments, Social Media, Microsoft Office, Finance, Portfolio Management, Leadership, Valuation, Analysis, Sales, Asset Management, Securities, Financial Analysis, Series 7
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
J.P. Morgan July 2014 - Present
J.P. Morgan May 2013 - August 2013
National Financial Partners June 2012 - August 2012
Law Office of Michael C. Gross May 2011 - August 2011
Skills
Market Research, Investments, Social Media, Microsoft Office, Finance, Portfolio Management, Leadership, Valuation, Analysis, Sales, Asset Management, Securities, Financial Analysis, Series 7
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Shahnavaz Makhani Shahnavaz Makhani's National Financial Partners Experience June 2011 - February 2012
Job Senior Financial Consultant at TIAACREF Individual Investor Services
Industry Financial Services
Experience
TIAA-CREF October 2014 - Present
TIAA-CREF April 2012 - Present
National Financial Partners June 2011 - February 2012
Northwestern Mutual November 2010 - June 2011
Skills
Finance, Mutual Funds, Investments, Financial Planning
Education
The University of Texas at Austin 2006 — 2010
Economics
TIAA-CREF October 2014 - Present
TIAA-CREF April 2012 - Present
National Financial Partners June 2011 - February 2012
Northwestern Mutual November 2010 - June 2011
Skills
Finance, Mutual Funds, Investments, Financial Planning
Education
The University of Texas at Austin 2006 — 2010
Economics
Lindsey Knepper Lindsey Knepper's National Financial Partners Experience December 2013 - July 2014
Job Policy and Risk Analyst at NFP Advisor Services
Industry Financial Services
Experience
NFP Advisor Services May 2015 - Present
A Dallas Broker Dealer July 2014 - May 2015
National Financial Partners December 2013 - July 2014
National Financial Partners March 2013 - January 2014
National Financial Partners April 2012 - March 2013
Skills
Microsoft Office, Proposal Writing, PowerPoint, Sales, Series 7, FINRA Compliance, Retirement Planning, Asset Management, Customer Service, IRA, Brokerage Accounts, ERISA, MSRB, Market Research, Macroeconomics, Real Estate Appraisal, Public Speaking, Data Analysis, Fundraising, Finance, Management, Series 24, Marketing
Education
Texas State University-San Marcos 2009 — 2011
Bachelor of Business Administration (BBA), Economics, 3.87 GPA
Cinco Ranch HS
Cinco Ranch HS
NFP Advisor Services May 2015 - Present
A Dallas Broker Dealer July 2014 - May 2015
National Financial Partners December 2013 - July 2014
National Financial Partners March 2013 - January 2014
National Financial Partners April 2012 - March 2013
Skills
Microsoft Office, Proposal Writing, PowerPoint, Sales, Series 7, FINRA Compliance, Retirement Planning, Asset Management, Customer Service, IRA, Brokerage Accounts, ERISA, MSRB, Market Research, Macroeconomics, Real Estate Appraisal, Public Speaking, Data Analysis, Fundraising, Finance, Management, Series 24, Marketing
Education
Texas State University-San Marcos 2009 — 2011
Bachelor of Business Administration (BBA), Economics, 3.87 GPA
Cinco Ranch HS
Cinco Ranch HS
Sebastian Canobbio's National Financial Partners Experience May 2007 - August 2007
Job Logistics/Freight Coordinator at Daily Express Inc
Industry Logistics and Supply Chain
Experience
Daily Express Inc November 2010 - Present
Universal Music Group June 2008 - August 2008
National Financial Partners May 2007 - August 2007
Skills
Recruiting, Management, Logistics, Customer Service, Time Management, Transportation..., Analysis, Negotiation, Event Planning, Inventory Management, Market Research, Retail, Advertising
Education
St. Edward's University 2005 — 2009
Bachelor’s Degree, Marketing, 3.2
Daily Express Inc November 2010 - Present
Universal Music Group June 2008 - August 2008
National Financial Partners May 2007 - August 2007
Skills
Recruiting, Management, Logistics, Customer Service, Time Management, Transportation..., Analysis, Negotiation, Event Planning, Inventory Management, Market Research, Retail, Advertising
Education
St. Edward's University 2005 — 2009
Bachelor’s Degree, Marketing, 3.2
Karen Joyner Karen Joyner's National Financial Partners Experience July 2007 - December 2010
Job Managing Partner at LifeTrends
Industry Insurance
Experience
LifeTrends January 2011 - Present
National Financial Partners July 2007 - December 2010
National Financial Partners April 2004 - July 2007
Skills
Fixed Annuities, Life Insurance, Insurance, Retirement, Product Management, Competitive Intelligence, Competitive Analysis, Management, Business Development, Analysis, Market Research, Product Development, Employee Benefits, Sales, Entrepreneurship, Financial Services, Pricing, Finance, Underwriting
Education
Texas State University-San Marcos 1997 — 2000
BBA, Management
LifeTrends January 2011 - Present
National Financial Partners July 2007 - December 2010
National Financial Partners April 2004 - July 2007
Skills
Fixed Annuities, Life Insurance, Insurance, Retirement, Product Management, Competitive Intelligence, Competitive Analysis, Management, Business Development, Analysis, Market Research, Product Development, Employee Benefits, Sales, Entrepreneurship, Financial Services, Pricing, Finance, Underwriting
Education
Texas State University-San Marcos 1997 — 2000
BBA, Management
Kathryn Cornish's National Financial Partners Experience August 2015 - Present
Job Field support intern at National Financial Partners
Industry Financial Services
Experience
National Financial Partners August 2015 - Present
Center Court Pizza and Brew June 2014 - Present
Flahive Ogden & Latson April 2015 - June 2015
Jump Bunch Sports and Fitness March 2014 - June 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Peer Mediation, Social Media, Time Management, Social Networking
Education
St. Edward's University 2014 — 2018
Bachelor's Degree, Finance, General, Freshman
National Financial Partners August 2015 - Present
Center Court Pizza and Brew June 2014 - Present
Flahive Ogden & Latson April 2015 - June 2015
Jump Bunch Sports and Fitness March 2014 - June 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Peer Mediation, Social Media, Time Management, Social Networking
Education
St. Edward's University 2014 — 2018
Bachelor's Degree, Finance, General, Freshman
Nicholas Schenk's National Financial Partners Experience October 2012 - March 2013
Job Big Data / Technical Recruiter at Triple Crown
Industry Staffing and Recruiting
Experience
Triple Crown March 2015 - Present
The Company of Others October 2013 - May 2015
Private Tennis Instructor August 2005 - March 2015
CMC America July 2013 - October 2013
National Financial Partners October 2012 - March 2013
Skills
Investments, Financial Analysis, Insurance, Finance, Financial Services, Vendor Management, Social Media Marketing, Marketing Strategy, Online Advertising, Interactive Advertising, Tennis Instruction, Personal Chef Services, Human Resources, Client Rapport, Client Relations, Advertising Sales, Account Management, Account Coordination, Microsoft Office, Microsoft Excel, Problem Solving, Manage client...
Education
Texas Lutheran University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Triple Crown March 2015 - Present
The Company of Others October 2013 - May 2015
Private Tennis Instructor August 2005 - March 2015
CMC America July 2013 - October 2013
National Financial Partners October 2012 - March 2013
Skills
Investments, Financial Analysis, Insurance, Finance, Financial Services, Vendor Management, Social Media Marketing, Marketing Strategy, Online Advertising, Interactive Advertising, Tennis Instruction, Personal Chef Services, Human Resources, Client Rapport, Client Relations, Advertising Sales, Account Management, Account Coordination, Microsoft Office, Microsoft Excel, Problem Solving, Manage client...
Education
Texas Lutheran University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Evan Anderson, CFP®'s National Financial Partners Experience March 2014 - Present
Job Transition Consultant at National Financial Partners
Industry Financial Services
Experience
National Financial Partners March 2014 - Present
Charles Schwab May 2013 - February 2014
USAA April 2007 - May 2013
Ameriprise Financial Services, Inc. March 2006 - February 2007
Skills
Financial Analysis, Certified Financial..., Certified Wealth..., Accredited Asset..., Certified Retirement..., Wealth, Retirement Planning, Wealth Management..., Strategic Financial..., Series 7, Asset Allocation, Finance, Wealth Management, Financial Advisory, Investment Advisory, Investment Strategies, Mutual Funds, Retirement, Series 63, Series 65, Financial Planning, Investments, Securities, Uniform Combined State...
Education
The University of Texas at Austin 2002 — 2005
Bachelor of Arts (B.A.), Economics
University of North Texas 2001 — 2002
National Financial Partners March 2014 - Present
Charles Schwab May 2013 - February 2014
USAA April 2007 - May 2013
Ameriprise Financial Services, Inc. March 2006 - February 2007
Skills
Financial Analysis, Certified Financial..., Certified Wealth..., Accredited Asset..., Certified Retirement..., Wealth, Retirement Planning, Wealth Management..., Strategic Financial..., Series 7, Asset Allocation, Finance, Wealth Management, Financial Advisory, Investment Advisory, Investment Strategies, Mutual Funds, Retirement, Series 63, Series 65, Financial Planning, Investments, Securities, Uniform Combined State...
Education
The University of Texas at Austin 2002 — 2005
Bachelor of Arts (B.A.), Economics
University of North Texas 2001 — 2002
Kris Stegall Kris Stegall's National Financial Partners Experience April 2013 - Present
Job AVP, International Insurance at NFP
Industry Financial Services
Experience
NFP January 2014 - Present
National Financial Partners April 2013 - Present
National Financial Partners July 2006 - April 2013
Harte-Hanks December 2000 - June 2006
Skills
Certified Financial..., Microsoft Excel, Estate Planning, Life Insurance, Retirement Planning, Insurance, Retirement, Strategic Financial..., Fixed Annuities
Education
Texas State University-San Marcos 2003 — 2005
Applied Mathematics
NFP January 2014 - Present
National Financial Partners April 2013 - Present
National Financial Partners July 2006 - April 2013
Harte-Hanks December 2000 - June 2006
Skills
Certified Financial..., Microsoft Excel, Estate Planning, Life Insurance, Retirement Planning, Insurance, Retirement, Strategic Financial..., Fixed Annuities
Education
Texas State University-San Marcos 2003 — 2005
Applied Mathematics
Jennifer Hill, PHR Jennifer Hill, PHR's National Financial Partners Experience 2005 - 2006
Job Technical Recruiter/Director of Recruiting at Main Street Hub
Industry Human Resources
Experience
Main Street Hub February 2015 - Present
Main Street Hub May 2015 - September 2015
Bigcommerce December 2012 - January 2015
Bank of America 2006 - December 2012
National Financial Partners 2005 - 2006
Clinical One 2002 - 2005
Skills
Recruiting, Employment, Employer Branding, Corporate Social Media, Social Media, HR Policies, Change Management, E-commerce, Sourcing, Temporary Placement, Interviews, Management, Leadership, New Hire Orientations, SDLC, Onboarding, Business Process, Enterprise Software, Applicant Tracking..., Strategy, Hiring, Technical Recruiting, Internet Recruiting, College Recruiting, Talent Management, Executive Search, Start-ups, Talent Acquisition, Staffing Services, Human Resources, Cold Calling
Education
St. Edward's University 1993 — 1998
Bachelor of Business Administration, Marketing Emphasis
Pflugerville High School
Main Street Hub February 2015 - Present
Main Street Hub May 2015 - September 2015
Bigcommerce December 2012 - January 2015
Bank of America 2006 - December 2012
National Financial Partners 2005 - 2006
Clinical One 2002 - 2005
Skills
Recruiting, Employment, Employer Branding, Corporate Social Media, Social Media, HR Policies, Change Management, E-commerce, Sourcing, Temporary Placement, Interviews, Management, Leadership, New Hire Orientations, SDLC, Onboarding, Business Process, Enterprise Software, Applicant Tracking..., Strategy, Hiring, Technical Recruiting, Internet Recruiting, College Recruiting, Talent Management, Executive Search, Start-ups, Talent Acquisition, Staffing Services, Human Resources, Cold Calling
Education
St. Edward's University 1993 — 1998
Bachelor of Business Administration, Marketing Emphasis
Pflugerville High School
Jeff Meisterheim Jeff Meisterheim's National Financial Partners Experience February 1997 - December 2008
Job Director Business Development
Industry Marketing and Advertising
Experience
Trelo Media August 2012 - Present
Release Week February 2011 - July 2012
New Media Library February 2009 - January 2011
National Financial Partners February 1997 - December 2008
Skills
Marketing, Program Management, Sports, Business Development, Marketing Strategy, Analytics, Strategic Planning, Social Media, SEO, Sales Management
Education
University of California, Los Angeles 2011 — 2013
Texas Tech University 1988 — 1993
BS, Management
Trelo Media August 2012 - Present
Release Week February 2011 - July 2012
New Media Library February 2009 - January 2011
National Financial Partners February 1997 - December 2008
Skills
Marketing, Program Management, Sports, Business Development, Marketing Strategy, Analytics, Strategic Planning, Social Media, SEO, Sales Management
Education
University of California, Los Angeles 2011 — 2013
Texas Tech University 1988 — 1993
BS, Management
Mike Forsythe Mike Forsythe's National Financial Partners Experience 2005 - 2010
Job CFO at Innovative Aftermarket Systems
Industry Financial Services
Experience
Innovative Aftermarket Systems October 2012 - Present
Lion Street 2010 - 2012
National Financial Partners 2005 - 2010
National Financial Partners 2001 - 2005
Premieant 1993 - 2001
Ernst & Young 1988 - 1993
Skills
Finance, Insurance, Financial Planning, Management, Securities, Strategic Planning, Mergers & Acquisitions, Financial Services, Financial Analysis, Risk Management, Incentive Compensation, Acquisition Integration, Agent Distribution..., Accounting, Due Diligence, Wealth Management, SEC filings, FINRA, Series 7, Estate Planning, Strategic Financial..., Series 24, NFP, Series 63, Retirement, Mutual Funds, Retirement Planning, Investment Advisory, Financial Modeling, Executive Management, Sarbanes-Oxley Act
Education
The University of Texas at Austin 1983 — 1988
Master of Professional Accounting
The University of Texas at Austin 1983 — 1987
Bachelor of Business Administration (BBA)
Innovative Aftermarket Systems October 2012 - Present
Lion Street 2010 - 2012
National Financial Partners 2005 - 2010
National Financial Partners 2001 - 2005
Premieant 1993 - 2001
Ernst & Young 1988 - 1993
Skills
Finance, Insurance, Financial Planning, Management, Securities, Strategic Planning, Mergers & Acquisitions, Financial Services, Financial Analysis, Risk Management, Incentive Compensation, Acquisition Integration, Agent Distribution..., Accounting, Due Diligence, Wealth Management, SEC filings, FINRA, Series 7, Estate Planning, Strategic Financial..., Series 24, NFP, Series 63, Retirement, Mutual Funds, Retirement Planning, Investment Advisory, Financial Modeling, Executive Management, Sarbanes-Oxley Act
Education
The University of Texas at Austin 1983 — 1988
Master of Professional Accounting
The University of Texas at Austin 1983 — 1987
Bachelor of Business Administration (BBA)
Jane De Chene's National Financial Partners Experience December 2012 - April 2014
Job Director, Process Engineering
Industry Financial Services
Experience
NFP April 2014 - Present
National Financial Partners December 2012 - April 2014
National Financial Partners September 2010 - December 2012
Tocquigny February 2010 - August 2010
IBM August 2009 - February 2010
NFP Securities July 2006 - August 2009
NFP Insurance Services, Inc. 2006 - August 2009
Electrical Engineering & Computer Science Dept, University of Kansas August 2003 - June 2006
Seward County Community College May 2002 - August 2002
Skills
Requirements Analysis, Rapid Prototyping, Software Project..., Project Management, SQL, Use Case Analysis, Software Quality..., SDLC, Business Process, .NET, Software Development, Business Analysis, Databases, SSRS, Quality Assurance, CRM, Agile Methodologies, Software Documentation, Requirements Gathering, Microsoft SQL Server
Education
The University of Kansas 2002 — 2006
Bachelor of Science, Computer Science
Seward County Community College 2001 — 2002
Associate Degree, Computer Science
NFP April 2014 - Present
National Financial Partners December 2012 - April 2014
National Financial Partners September 2010 - December 2012
Tocquigny February 2010 - August 2010
IBM August 2009 - February 2010
NFP Securities July 2006 - August 2009
NFP Insurance Services, Inc. 2006 - August 2009
Electrical Engineering & Computer Science Dept, University of Kansas August 2003 - June 2006
Seward County Community College May 2002 - August 2002
Skills
Requirements Analysis, Rapid Prototyping, Software Project..., Project Management, SQL, Use Case Analysis, Software Quality..., SDLC, Business Process, .NET, Software Development, Business Analysis, Databases, SSRS, Quality Assurance, CRM, Agile Methodologies, Software Documentation, Requirements Gathering, Microsoft SQL Server
Education
The University of Kansas 2002 — 2006
Bachelor of Science, Computer Science
Seward County Community College 2001 — 2002
Associate Degree, Computer Science
Kiki Woode Kiki Woode's National Financial Partners Experience April 2011 - March 2014
Job Senior Product Analyst at NFP
Industry Financial Services
Experience
NFP April 2014 - Present
National Financial Partners April 2011 - March 2014
Skills
Strategic Financial..., Investments, Mutual Funds, Retirement Planning, Financial Analysis, Business Analysis, Asset Allocation, Insurance, Alternative Investments, Risk Management, Pensions, Portfolio Management, Financial Planning, Financial Modeling, Wealth Management, Financial Services
Education
The University of Texas at Austin 2005 — 2010
Bachelor of Science (B.S.), Actuarial Science
The University of Texas at Austin 2005 — 2010
Bachelor of Arts (B.A.), Economics
NFP April 2014 - Present
National Financial Partners April 2011 - March 2014
Skills
Strategic Financial..., Investments, Mutual Funds, Retirement Planning, Financial Analysis, Business Analysis, Asset Allocation, Insurance, Alternative Investments, Risk Management, Pensions, Portfolio Management, Financial Planning, Financial Modeling, Wealth Management, Financial Services
Education
The University of Texas at Austin 2005 — 2010
Bachelor of Science (B.S.), Actuarial Science
The University of Texas at Austin 2005 — 2010
Bachelor of Arts (B.A.), Economics
Dawn Simonich Dawn Simonich's National Financial Partners Experience June 2011 - June 2013
Job Marketing Communications Manager at HID Global
Industry Financial Services
Experience
HID Global May 2015 - Present
SouthStar Bank September 2013 - January 2015
National Financial Partners June 2011 - June 2013
Bojorquez Law Firm, PLLC January 2003 - June 2011
Dell, Inc July 1999 - January 2003
Proof Advertising 1997 - 1999
3M 1997 - 1999
Skills
Marketing Communications, Direct Marketing, Strategic Planning, Marketing Strategy, Lead Generation, Product Launch, Event Planning, Project Management, Cross-functional Team..., Writing, Marketing, Operations Management, Graphic Design, Event Management, Management, Marketing Budget..., Logo Design, Corporate Events, Strategy
Education
Texas Tech University - Rawls College of Business
B.A., Advertising / Marketing
Dell Learning
Principles of Public Communications Law
Dell Learning
Capitalizing on Stress
Dell Learning
Creating a Respectful Workplace
Dell Learning
Speaking for Success
Dell Learning
Dell New Hire Marketing
Dell Learning
Project Planning & Management
Rockhurst Seminars
Creating High Impact Newsletters & Brochures
HID Global May 2015 - Present
SouthStar Bank September 2013 - January 2015
National Financial Partners June 2011 - June 2013
Bojorquez Law Firm, PLLC January 2003 - June 2011
Dell, Inc July 1999 - January 2003
Proof Advertising 1997 - 1999
3M 1997 - 1999
Skills
Marketing Communications, Direct Marketing, Strategic Planning, Marketing Strategy, Lead Generation, Product Launch, Event Planning, Project Management, Cross-functional Team..., Writing, Marketing, Operations Management, Graphic Design, Event Management, Management, Marketing Budget..., Logo Design, Corporate Events, Strategy
Education
Texas Tech University - Rawls College of Business
B.A., Advertising / Marketing
Dell Learning
Principles of Public Communications Law
Dell Learning
Capitalizing on Stress
Dell Learning
Creating a Respectful Workplace
Dell Learning
Speaking for Success
Dell Learning
Dell New Hire Marketing
Dell Learning
Project Planning & Management
Rockhurst Seminars
Creating High Impact Newsletters & Brochures
Daniel Girard Jr Daniel Girard Jr's National Financial Partners Experience April 2005 - December 2012
Job Financial Coach & Adviser | President & Founder of Girard Financial Group, LLC | Community & Industry Volunteer & Mentor
Industry Investment Management
Experience
Girard Financial Group, LLC January 1999 - Present
Cambridge Investment Research January 2013 - Present
NAIFA Massachusetts July 2010 - Present
National Financial Partners April 2005 - December 2012
Dolan Maloney & Melfa January 2003 - February 2008
Mutual of Omaha 1999 - 2004
Classic Envelope Inc. October 1997 - January 1999
Boston College September 1997 - November 1997
Worcester IceCats Hockey Team September 1996 - September 1997
Skills
Financial Swing Coach, Retirement, 401k, Disability Insurance, Life Insurance, Employee Benefits, Wealth Accumulation, Retirement Planning, Fixed Annuities, Wealth Management, Investments, IRAs, Long-term Care, Asset Allocation, Estate Planning, Money Finder, Defined Benefit, ERISA, Financial Advisory, Financial Services, Health Insurance, Mutual Funds, Insurance, Wealth, Securities, Finance, Financial Planners, Investment Advisory, Series 63, Strategic Financial..., Investment Strategies, Term Life Insurance
Education
Worcester State College 1993 — 1997
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Springfield College 1992 — 1993
Business
St. Peter-Marian 1988 — 1992
Girard Financial Group, LLC January 1999 - Present
Cambridge Investment Research January 2013 - Present
NAIFA Massachusetts July 2010 - Present
National Financial Partners April 2005 - December 2012
Dolan Maloney & Melfa January 2003 - February 2008
Mutual of Omaha 1999 - 2004
Classic Envelope Inc. October 1997 - January 1999
Boston College September 1997 - November 1997
Worcester IceCats Hockey Team September 1996 - September 1997
Skills
Financial Swing Coach, Retirement, 401k, Disability Insurance, Life Insurance, Employee Benefits, Wealth Accumulation, Retirement Planning, Fixed Annuities, Wealth Management, Investments, IRAs, Long-term Care, Asset Allocation, Estate Planning, Money Finder, Defined Benefit, ERISA, Financial Advisory, Financial Services, Health Insurance, Mutual Funds, Insurance, Wealth, Securities, Finance, Financial Planners, Investment Advisory, Series 63, Strategic Financial..., Investment Strategies, Term Life Insurance
Education
Worcester State College 1993 — 1997
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Springfield College 1992 — 1993
Business
St. Peter-Marian 1988 — 1992
Whitney Connelly Whitney Connelly's National Financial Partners Experience July 2012 - April 2013
Job Senior Relationship Manager at Infinisource
Industry Financial Services
Experience
Infinisource June 2014 - Present
Brown and Brown Consulting April 2013 - May 2014
National Financial Partners July 2012 - April 2013
National Financial Partners August 2011 - April 2013
National Financial Partners July 2010 - August 2011
Amica Mutual Insurance Co. January 2010 - July 2010
Skills
Writing, Public Speaking, HRIS, Microsoft Office, Attention To Detail, Self Starter, Tenacious, Training & Development, Customer Relations, Vendor Relations, Benefits Administration, Employee Benefits, Client Relationship..., Customer Presentations, Customer Service, CRM, Training, Customer Retention, Project Management, Management, Strategic Planning, Business Process, Sales, Human Resources, Insurance
Education
Trinity College-Hartford 2005 — 2009
BA, English Literature, 3.45
Syracuse University 2007 — 2007
Italian Studies, 3.7
Infinisource June 2014 - Present
Brown and Brown Consulting April 2013 - May 2014
National Financial Partners July 2012 - April 2013
National Financial Partners August 2011 - April 2013
National Financial Partners July 2010 - August 2011
Amica Mutual Insurance Co. January 2010 - July 2010
Skills
Writing, Public Speaking, HRIS, Microsoft Office, Attention To Detail, Self Starter, Tenacious, Training & Development, Customer Relations, Vendor Relations, Benefits Administration, Employee Benefits, Client Relationship..., Customer Presentations, Customer Service, CRM, Training, Customer Retention, Project Management, Management, Strategic Planning, Business Process, Sales, Human Resources, Insurance
Education
Trinity College-Hartford 2005 — 2009
BA, English Literature, 3.45
Syracuse University 2007 — 2007
Italian Studies, 3.7
Steve Isham Steve Isham's National Financial Partners Experience 2012 - 2015
Job Salesforce CRM Business Analyst / Consultant
Industry Information Technology and Services
Experience
Executive Approach 2015 - Present
National Financial Partners 2012 - 2015
Dell / Pyramid Consulting 2012 - 2012
Asure Software 2011 - 2012
CP Classic Running Club 1998 - 2012
PeopleAdmin, Inc. 2009 - 2011
Coremetrics 2008 - 2009
Texas Education Agency (through Cooper Consulting) 2004 - 2007
Hire.com 2002 - 2004
Ciber 2001 - 2001
Skills
IT Strategy, Systems Analysis, Web Services, SQL, Cross-functional Team..., Salesforce.com..., Technical Support, Visio, Oracle, Salesforce.com, Software, HTML, Enterprise Software, Software Documentation, Testing, SaaS, Disaster Recovery, CRM, Cloud Computing, Management, Databases, Consulting
Education
University of Phoenix
Business, eBusiness
San Diego State University-California State University
Public Administration
Monterey Peninsula College
Public Administration, Political Science
Monterey High School
Executive Approach 2015 - Present
National Financial Partners 2012 - 2015
Dell / Pyramid Consulting 2012 - 2012
Asure Software 2011 - 2012
CP Classic Running Club 1998 - 2012
PeopleAdmin, Inc. 2009 - 2011
Coremetrics 2008 - 2009
Texas Education Agency (through Cooper Consulting) 2004 - 2007
Hire.com 2002 - 2004
Ciber 2001 - 2001
Skills
IT Strategy, Systems Analysis, Web Services, SQL, Cross-functional Team..., Salesforce.com..., Technical Support, Visio, Oracle, Salesforce.com, Software, HTML, Enterprise Software, Software Documentation, Testing, SaaS, Disaster Recovery, CRM, Cloud Computing, Management, Databases, Consulting
Education
University of Phoenix
Business, eBusiness
San Diego State University-California State University
Public Administration
Monterey Peninsula College
Public Administration, Political Science
Monterey High School
Brandon Nichols's National Financial Partners Experience March 2000 - May 2006
Job Owner and Managing Consultant at Solutions3000
Industry Insurance
Experience
Solutions3000 November 2006 - Present
iPipeline January 2013 - December 2014
Nichols Consulting Services May 2006 - January 2013
National Western Life 2010 - 2011
National Financial Partners March 2000 - May 2006
EISYS 1997 - 2001
Skills
Strategic Planning, Project Management, Business Development, CRM, Management, Marketing, Process Optimization, Insurance, Business Analysis, Fixed Annuities, Life Insurance, Strategic Financial..., Process Improvement, Investments, Risk Management
Education
St. Edwards University 2002 — 2004
MBA, Business
Texas A&M University 1992 — 1997
MS, Geography
Solutions3000 November 2006 - Present
iPipeline January 2013 - December 2014
Nichols Consulting Services May 2006 - January 2013
National Western Life 2010 - 2011
National Financial Partners March 2000 - May 2006
EISYS 1997 - 2001
Skills
Strategic Planning, Project Management, Business Development, CRM, Management, Marketing, Process Optimization, Insurance, Business Analysis, Fixed Annuities, Life Insurance, Strategic Financial..., Process Improvement, Investments, Risk Management
Education
St. Edwards University 2002 — 2004
MBA, Business
Texas A&M University 1992 — 1997
MS, Geography
Anna Masso's National Financial Partners Experience May 2006 - April 2009
Job Specialist, Advisor Enterprise Operations at National Financial Partners
Industry Financial Services
Experience
National Financial Partners May 2006 - April 2009
Cybertrader 2000 - 2006
Education
Texas Woman's University 1990 — 1992
National Financial Partners May 2006 - April 2009
Cybertrader 2000 - 2006
Education
Texas Woman's University 1990 — 1992
Peter Viliesis's National Financial Partners Experience May 1997 - December 2003
Job Principal, The Executive Benefits Guy, an independent consulting firm for building key employee and ownership wealth
Industry Financial Services
Experience
The Executive Benefits Guy August 2006 - Present
Charon Planning, an NFP Company December 2003 - July 2006
National Financial Partners May 1997 - December 2003
Confederation Life Insurance Company 1987 - 1994
Skills
Retirement, Employee Benefits, Executive Pay, Securities, Long-term Care, Wealth, Investments, FINRA, Insurance, Succession Planning, Qualified Retirement..., Leadership, Business Planning, Management, Incentive Programs
Education
The University of Georgia 1981 — 1985
Bachelor of Business Administration, Marketing
The Executive Benefits Guy August 2006 - Present
Charon Planning, an NFP Company December 2003 - July 2006
National Financial Partners May 1997 - December 2003
Confederation Life Insurance Company 1987 - 1994
Skills
Retirement, Employee Benefits, Executive Pay, Securities, Long-term Care, Wealth, Investments, FINRA, Insurance, Succession Planning, Qualified Retirement..., Leadership, Business Planning, Management, Incentive Programs
Education
The University of Georgia 1981 — 1985
Bachelor of Business Administration, Marketing
Carla Jo Schaefer's National Financial Partners Experience September 2001 - February 2004
Job Owner, Armadillo Advertising
Industry Marketing and Advertising
Experience
Armadillo Advertising February 2004 - Present
National Financial Partners September 2001 - February 2004
NFP Insurance Services, Inc. 2001 - 2004
Advanced Solutions International September 1997 - July 2001
Skills
Advertising, Web Content, Marketing, Non-profits, Fundraising, Editing, Marketing Communications, Event Planning, Social Media Marketing, Email Marketing, Nonprofits, Copywriting, Social Networking, Direct Marketing, Online Advertising, Corporate Communications, Digital Marketing, Social Media, Online Marketing
Education
The University of Texas at Austin 1970 — 1977
English Language and Literature, General
Armadillo Advertising February 2004 - Present
National Financial Partners September 2001 - February 2004
NFP Insurance Services, Inc. 2001 - 2004
Advanced Solutions International September 1997 - July 2001
Skills
Advertising, Web Content, Marketing, Non-profits, Fundraising, Editing, Marketing Communications, Event Planning, Social Media Marketing, Email Marketing, Nonprofits, Copywriting, Social Networking, Direct Marketing, Online Advertising, Corporate Communications, Digital Marketing, Social Media, Online Marketing
Education
The University of Texas at Austin 1970 — 1977
English Language and Literature, General
Darin Levy's National Financial Partners Experience July 2006 - Present
Job IT Architecture
Industry Financial Services
Experience
National Financial Partners July 2006 - Present
Otis Spunkmeyer Inc. January 2001 - August 2005
ePhones January 2000 - January 2001
Pinnacle Systems Inc. 1996 - 2001
Skills
Data Center, Windows Server, Microsoft SQL Server, Network Architecture, SharePoint, Management, Integration, Database Design, Networking, Servers, VPN, Security, Process Improvement, IIS, ASP.NET, .NET, Project Management, IT Strategy, IT Development, Server Architecture, Troubleshooting, Web Development, Cross-functional Team..., Windows, Switches, Visio, Microsoft Exchange, SQL, Vendor Management, Active Directory, Cisco Technologies, Software Development
Education
San Jose State University 1990 — 1996
National Financial Partners July 2006 - Present
Otis Spunkmeyer Inc. January 2001 - August 2005
ePhones January 2000 - January 2001
Pinnacle Systems Inc. 1996 - 2001
Skills
Data Center, Windows Server, Microsoft SQL Server, Network Architecture, SharePoint, Management, Integration, Database Design, Networking, Servers, VPN, Security, Process Improvement, IIS, ASP.NET, .NET, Project Management, IT Strategy, IT Development, Server Architecture, Troubleshooting, Web Development, Cross-functional Team..., Windows, Switches, Visio, Microsoft Exchange, SQL, Vendor Management, Active Directory, Cisco Technologies, Software Development
Education
San Jose State University 1990 — 1996
Leah Alter's National Financial Partners Experience October 2010 - October 2012
Job Business Development Coordinator at NFP Advisor Services Group
Industry Events Services
Experience
NFP Advisor Services October 2010 - Present
National Financial Partners October 2010 - October 2012
G&M Catering July 2009 - July 2010
Michaelson Films April 2008 - June 2008
Cook County/Greenwood Films LLC 2007 - 2007
Premiere Radio Networks 2004 - 2005
Brookside Artist Management 2002 - 2005
William Morris Agency 2001 - 2003
The Pearl Theatre Company 1999 - 2001
Skills
Event Planning, Social Media, Event Management, Entertainment, Marketing, Public Relations, Marketing Communications, Social Media Marketing, Sponsorship, Advertising, Editing, Public Speaking, Film, New Media, Marketing Strategy, Film Production, Video Production, Television, Microsoft Office, Radio, Social Networking, Music
Education
The College of Santa Fe 1995 — 1999
Bachelor of Arts (B.A.), English Literature and Theater
NFP Advisor Services October 2010 - Present
National Financial Partners October 2010 - October 2012
G&M Catering July 2009 - July 2010
Michaelson Films April 2008 - June 2008
Cook County/Greenwood Films LLC 2007 - 2007
Premiere Radio Networks 2004 - 2005
Brookside Artist Management 2002 - 2005
William Morris Agency 2001 - 2003
The Pearl Theatre Company 1999 - 2001
Skills
Event Planning, Social Media, Event Management, Entertainment, Marketing, Public Relations, Marketing Communications, Social Media Marketing, Sponsorship, Advertising, Editing, Public Speaking, Film, New Media, Marketing Strategy, Film Production, Video Production, Television, Microsoft Office, Radio, Social Networking, Music
Education
The College of Santa Fe 1995 — 1999
Bachelor of Arts (B.A.), English Literature and Theater
Nik Tybor's National Financial Partners Experience August 2006 - Present
Job Director, Technology Services at NFP
Industry Information Technology and Services
Experience
National Financial Partners August 2006 - Present
Universal Computer Consulting November 2004 - August 2006
Skills
Risk Management, Insurance, SSIS, Series 7, Securities, Financial Services, Mutual Funds, Executive Management, Portfolio Management, Retirement, Relationship Management, Life Insurance, IT Strategy, 401k, CRM, Vendor Management, Salesforce.com, Project Management, Integration, Software Project...
Education
Texas A&M University 1998 — 2003
BS, Computer Science
National Financial Partners August 2006 - Present
Universal Computer Consulting November 2004 - August 2006
Skills
Risk Management, Insurance, SSIS, Series 7, Securities, Financial Services, Mutual Funds, Executive Management, Portfolio Management, Retirement, Relationship Management, Life Insurance, IT Strategy, 401k, CRM, Vendor Management, Salesforce.com, Project Management, Integration, Software Project...
Education
Texas A&M University 1998 — 2003
BS, Computer Science
William Weinstock, CPA's National Financial Partners Experience August 2010 - November 2011
Job Senior Associate at PwC
Industry Accounting
Experience
PwC July 2013 - September 2015
PwC November 2011 - June 2013
National Financial Partners August 2010 - November 2011
Palladium Equity Partners October 2009 - July 2010
EisnerAmper LLP October 2007 - May 2009
Skills
Private Equity, Assurance, Audit, Asset Management, Alternative Investments, Consolidation, Excel, Word, Auditing
Education
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
B.S., Accounting (Professional Track) &Entrepreneurship and Emerging Enterprises
PwC July 2013 - September 2015
PwC November 2011 - June 2013
National Financial Partners August 2010 - November 2011
Palladium Equity Partners October 2009 - July 2010
EisnerAmper LLP October 2007 - May 2009
Skills
Private Equity, Assurance, Audit, Asset Management, Alternative Investments, Consolidation, Excel, Word, Auditing
Education
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
B.S., Accounting (Professional Track) &Entrepreneurship and Emerging Enterprises
Rodger Hoofnagle's National Financial Partners Experience August 2007 - December 2008
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
Irv Baum's National Financial Partners Experience 2005 - Present
Job Managing Director at NFP Property & Casualty Insurance Practice leader of Financial Institutions Group
Industry Insurance
Experience
National Financial Partners 2005 - Present
Marsh 1991 - 2005
Skills
Management, Leadership, Credit, Strategic Partnerships, Financial Modeling, Due Diligence, Employee Benefits, General Insurance, Insurance, Brokers, Commercial Insurance, Property & Casualty...
Education
State University of New York - System 1978 — 1982
Business
National Financial Partners 2005 - Present
Marsh 1991 - 2005
Skills
Management, Leadership, Credit, Strategic Partnerships, Financial Modeling, Due Diligence, Employee Benefits, General Insurance, Insurance, Brokers, Commercial Insurance, Property & Casualty...
Education
State University of New York - System 1978 — 1982
Business
Brian English's National Financial Partners Experience May 2005 - Present
Job AVP, Technology Operations at National Financial Partners
Industry Financial Services
Experience
National Financial Partners May 2005 - Present
Scholastic Inc. November 1997 - May 2005
Education
State University of New York College at Cortland 1989 — 1992
National Financial Partners May 2005 - Present
Scholastic Inc. November 1997 - May 2005
Education
State University of New York College at Cortland 1989 — 1992
Chip Pumphrey's National Financial Partners Experience 2004 - April 2011
Job Senior Manager, AIT Client Solutions at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2011 - Present
National Financial Partners 2004 - April 2011
Protrader 1999 - 2004
Protrader Securities 1999 - 2004
Block Trading 1993 - 1996
Skills
Microsoft SQL Server, SDLC, ASP.NET, Software Project..., C#, Vendor Management, Disaster Recovery, Visio, Business Analysis, Enterprise Architecture, Software Development, SQL, IT Strategy, .NET, Active Directory, Virtualization, Agile Methodologies
Education
Sam Houston State University
Charles Schwab April 2011 - Present
National Financial Partners 2004 - April 2011
Protrader 1999 - 2004
Protrader Securities 1999 - 2004
Block Trading 1993 - 1996
Skills
Microsoft SQL Server, SDLC, ASP.NET, Software Project..., C#, Vendor Management, Disaster Recovery, Visio, Business Analysis, Enterprise Architecture, Software Development, SQL, IT Strategy, .NET, Active Directory, Virtualization, Agile Methodologies
Education
Sam Houston State University
Meghan Rutherford (Moran)'s National Financial Partners Experience 2008 - November 2010
Job Director, Distribution Marketing
Industry Financial Services
Experience
Saybrus Partners November 2010 - Present
National Financial Partners 2008 - November 2010
NFP Securities 2004 - 2008
The Ayco Company 2000 - 2004
First Albany Companies 1999 - 2000
Skills
Series 7, Mutual Funds, Fixed Annuities, Retirement, Retirement Planning, Wealth Management, Investments, Marketing, Life Insurance, Securities, Financial Services, Relationship Management, Marketing Communications, Financial Advisory
Education
Siena College 1995 — 1999
BS, Marketing Management
Saybrus Partners November 2010 - Present
National Financial Partners 2008 - November 2010
NFP Securities 2004 - 2008
The Ayco Company 2000 - 2004
First Albany Companies 1999 - 2000
Skills
Series 7, Mutual Funds, Fixed Annuities, Retirement, Retirement Planning, Wealth Management, Investments, Marketing, Life Insurance, Securities, Financial Services, Relationship Management, Marketing Communications, Financial Advisory
Education
Siena College 1995 — 1999
BS, Marketing Management
Casey Whitaker's National Financial Partners Experience November 2007 - December 2011
Job Senior Internal Auditor at Whole Foods Market
Industry Accounting
Experience
Whole Foods Market 2012 - Present
National Financial Partners November 2007 - December 2011
Deloitte 2005 - 2007
Skills
SEC filings, Sarbanes-Oxley Act, Accounting, GAAP, Internal Controls, US GAAP, Auditing, Internal Audit, Financial Reporting, Financial Accounting
Education
Texas A&M University - Mays Business School 2000 — 2005
Whole Foods Market 2012 - Present
National Financial Partners November 2007 - December 2011
Deloitte 2005 - 2007
Skills
SEC filings, Sarbanes-Oxley Act, Accounting, GAAP, Internal Controls, US GAAP, Auditing, Internal Audit, Financial Reporting, Financial Accounting
Education
Texas A&M University - Mays Business School 2000 — 2005
Amruth Dattatreya's National Financial Partners Experience September 2007 - June 2008
Job Senior Associate at KPMG US
Industry Information Technology and Services
Experience
KPMG US July 2012 - Present
Frontier Communications September 2011 - May 2012
Verizon October 2009 - August 2011
Alvarez & Marsal May 2009 - September 2009
Verizon July 2008 - April 2009
National Financial Partners September 2007 - June 2008
Texas Education Agency July 2005 - August 2007
Revenue Technology Services January 2005 - June 2005
Skills
C#, Microsoft SQL Server, .NET, XML, ADO.NET, ASP.NET, Agile Methodologies, Web Services, SQL, SOA, SSIS, SSRS, SDLC, WCF, Web Development
Education
National College
Science, Science
R. V. College of Engineering, Bangalore
BE, Mechanical
The University of Texas at Arlington
Master, Computer Science
KPMG US July 2012 - Present
Frontier Communications September 2011 - May 2012
Verizon October 2009 - August 2011
Alvarez & Marsal May 2009 - September 2009
Verizon July 2008 - April 2009
National Financial Partners September 2007 - June 2008
Texas Education Agency July 2005 - August 2007
Revenue Technology Services January 2005 - June 2005
Skills
C#, Microsoft SQL Server, .NET, XML, ADO.NET, ASP.NET, Agile Methodologies, Web Services, SQL, SOA, SSIS, SSRS, SDLC, WCF, Web Development
Education
National College
Science, Science
R. V. College of Engineering, Bangalore
BE, Mechanical
The University of Texas at Arlington
Master, Computer Science
Tom Karpinski's National Financial Partners Experience 2011 - 2013
Job Independent Software Consultant
Industry Computer Software
Experience
National Financial Partners 2011 - 2013
National Financial Partners 2008 - 2011
Self Employed 2005 - 2008
SBC Systems 2002 - 2005
Georgia Pacific 2001 - 2004
Niku 1996 - 2000
Johnson & Johnson 1990 - 1996
Johnson & Johnson 1990 - 1996
Skills
.NET, Management, Microsoft SQL Server, Agile Methodologies, Software Project..., Requirements Analysis, SQL, SDLC, C#, Web Services, Integration, Software Development, T-SQL, ASP.NET, SSIS
Education
Rochester Institute of Technology 1983 — 1987
BS, Computer Science
National Financial Partners 2011 - 2013
National Financial Partners 2008 - 2011
Self Employed 2005 - 2008
SBC Systems 2002 - 2005
Georgia Pacific 2001 - 2004
Niku 1996 - 2000
Johnson & Johnson 1990 - 1996
Johnson & Johnson 1990 - 1996
Skills
.NET, Management, Microsoft SQL Server, Agile Methodologies, Software Project..., Requirements Analysis, SQL, SDLC, C#, Web Services, Integration, Software Development, T-SQL, ASP.NET, SSIS
Education
Rochester Institute of Technology 1983 — 1987
BS, Computer Science
Bob Jansen's National Financial Partners Experience September 2000 - September 2012
Job Assistant Vice President
Industry Financial Services
Experience
1st Global April 2013 - Present
National Financial Partners September 2000 - September 2012
Charles Schwab April 1989 - July 1999
Fidelity Investments April 1987 - October 1988
Donaldson, Lufkin & Jenrette July 1985 - September 1986
Skills
Recruiting, Project Management, Public Speaking, FINRA, Project Planning, Leadership Development, Financial Services, Management, Contract Negotiation, Call Center, Series 7, Series 63, Securities, Investment Advisory, Mutual Funds, Wealth Management, Retirement, Retirement Planning, Fixed Annuities, Alternative Investments, call center management, Trading, Operations Management, Broker-Dealer, Team Building, Investments, Call Centers, Leadership, Risk Management, Finance, Relationship Management, CRM, Options, 401k, Uniform Combined State..., Series 6, Series 65, Asset Allocation, Financial Advisory, ETFs, Series 24, IRAs, Strategic Financial..., Variable Annuities, Asset Management, Life Insurance, Wealth Management..., Investment Management
Education
Wharton Business School 2006 — 2008
SIFMA Executive Education Program, Finance and Financial Management Services
The University of Texas at Arlington
Bachelor of Business Administration (B.B.A.)
Bonn American High School
1st Global April 2013 - Present
National Financial Partners September 2000 - September 2012
Charles Schwab April 1989 - July 1999
Fidelity Investments April 1987 - October 1988
Donaldson, Lufkin & Jenrette July 1985 - September 1986
Skills
Recruiting, Project Management, Public Speaking, FINRA, Project Planning, Leadership Development, Financial Services, Management, Contract Negotiation, Call Center, Series 7, Series 63, Securities, Investment Advisory, Mutual Funds, Wealth Management, Retirement, Retirement Planning, Fixed Annuities, Alternative Investments, call center management, Trading, Operations Management, Broker-Dealer, Team Building, Investments, Call Centers, Leadership, Risk Management, Finance, Relationship Management, CRM, Options, 401k, Uniform Combined State..., Series 6, Series 65, Asset Allocation, Financial Advisory, ETFs, Series 24, IRAs, Strategic Financial..., Variable Annuities, Asset Management, Life Insurance, Wealth Management..., Investment Management
Education
Wharton Business School 2006 — 2008
SIFMA Executive Education Program, Finance and Financial Management Services
The University of Texas at Arlington
Bachelor of Business Administration (B.B.A.)
Bonn American High School
Charlotte McCain's National Financial Partners Experience April 2006 - January 2008
Job Business Development, CRM, Training Professional
Industry Financial Services
Experience
National Financial Partners April 2006 - January 2008
United Teacher Associates Insurance Company February 2003 - April 2005
Bradley-Morris, Inc. December 2000 - January 2002
PCA Health Plans of Texas,HMO 1996 - 1999
Education
St. Edward's University 1986 — 1988
National Financial Partners April 2006 - January 2008
United Teacher Associates Insurance Company February 2003 - April 2005
Bradley-Morris, Inc. December 2000 - January 2002
PCA Health Plans of Texas,HMO 1996 - 1999
Education
St. Edward's University 1986 — 1988
Amy Heidbrink's National Financial Partners Experience March 2005 - October 2009
Job Sr. Health Analytics Consultant at UnitedHealthcare
Industry Insurance
Experience
UnitedHealthcare September 2013 - Present
Scott & White Health Plan May 2011 - August 2013
National Financial Partners March 2005 - October 2009
UnitedHealthcare May 2002 - November 2004
UnitedHealthcare February 2000 - May 2002
Minnesota Vikings July 1999 - January 2002
Skills
Insurance, Management, Marketing, Brokers, Marketing Strategy, Employee Benefits, Account Management, Underwriting, Health Insurance, New Business Development, Strategic Planning, Commercial Insurance, Sales, Analysis, Healthcare
Education
The University of Texas at Austin 1998 — 1999
M.Ed., kinesiology
Southwestern University 1993 — 1997
B.A., kinesiology, communications, liberal arts
UnitedHealthcare September 2013 - Present
Scott & White Health Plan May 2011 - August 2013
National Financial Partners March 2005 - October 2009
UnitedHealthcare May 2002 - November 2004
UnitedHealthcare February 2000 - May 2002
Minnesota Vikings July 1999 - January 2002
Skills
Insurance, Management, Marketing, Brokers, Marketing Strategy, Employee Benefits, Account Management, Underwriting, Health Insurance, New Business Development, Strategic Planning, Commercial Insurance, Sales, Analysis, Healthcare
Education
The University of Texas at Austin 1998 — 1999
M.Ed., kinesiology
Southwestern University 1993 — 1997
B.A., kinesiology, communications, liberal arts
Kevin X. Smith, CFA's National Financial Partners Experience August 2003 - August 2009
Job Managing Principal at Austin Wealth Management, LLC
Industry Financial Services
Experience
Austin Wealth Management, LLC November 2011 - Present
Revel Financial August 2009 - December 2011
National Financial Partners August 2003 - August 2009
Education
The University of Texas at Austin 2000 — 2004
Austin Wealth Management, LLC November 2011 - Present
Revel Financial August 2009 - December 2011
National Financial Partners August 2003 - August 2009
Education
The University of Texas at Austin 2000 — 2004
Robert Franklin's National Financial Partners Experience 2007 - 2009
Job AVP, BrokerDealer Compliance/AML Officer at NFP Advisor Services
Industry Financial Services
Experience
NFP Advisor Services June 2015 - Present
NFP Advisor Services July 2012 - Present
Sanders Morris Harris 2010 - 2012
Moody National Companies 2009 - 2010
National Financial Partners 2007 - 2009
Nationwide Financial 2004 - 2007
Williams Financial Group 2002 - 2004
HD Vest Financial Services 1999 - 2002
Skills
Compliance, Financial Services, Series 7, Alternative Investments, Series 63, Financial Risk, Investments, Investment Advisory, Project Management, FINRA, Equities, Insurance, Mutual Funds, Asset Management, AML, Series 24, Internal Audit, Securities, Wealth Management, Due Diligence, Broker-Dealer, Risk Management, Series 65, Uniform Combined State..., Anti Money Laundering
Education
Texas Tech University 1993 — 1997
POLS
NFP Advisor Services June 2015 - Present
NFP Advisor Services July 2012 - Present
Sanders Morris Harris 2010 - 2012
Moody National Companies 2009 - 2010
National Financial Partners 2007 - 2009
Nationwide Financial 2004 - 2007
Williams Financial Group 2002 - 2004
HD Vest Financial Services 1999 - 2002
Skills
Compliance, Financial Services, Series 7, Alternative Investments, Series 63, Financial Risk, Investments, Investment Advisory, Project Management, FINRA, Equities, Insurance, Mutual Funds, Asset Management, AML, Series 24, Internal Audit, Securities, Wealth Management, Due Diligence, Broker-Dealer, Risk Management, Series 65, Uniform Combined State..., Anti Money Laundering
Education
Texas Tech University 1993 — 1997
POLS
Aylieff, Brian's National Financial Partners Experience 2007 - Present
Job Due Diligence Analyst at NFP Securities
Industry Financial Services
Experience
NFP Securities Due Diligence AnalystNFP2007 - Present
National Financial Partners 2007 - Present
National Financial Partners 2004 - Present
Education
Texas State University 1997 — 2001
NFP Securities Due Diligence AnalystNFP2007 - Present
National Financial Partners 2007 - Present
National Financial Partners 2004 - Present
Education
Texas State University 1997 — 2001
Jeff Meisterheim's National Financial Partners Experience March 2001 - October 2008
Job RVP Brokerage Manager at Universal Insurance Services
Industry Financial Services
Experience
Universal Insurance Services October 2008 - Present
National Financial Partners March 2001 - October 2008
Education
Texas Tech University 1989 — 2003
Universal Insurance Services October 2008 - Present
National Financial Partners March 2001 - October 2008
Education
Texas Tech University 1989 — 2003
Abbe Goldstein's National Financial Partners Experience February 2010 - August 2013
Job Managing Director, Investor Relations & Corporate Communications at Ambac
Industry Public Relations and Communications
Experience
Ambac December 2013 - Present
National Financial Partners February 2010 - August 2013
Revlon April 2007 - August 2009
Willis October 2005 - April 2007
The Global Consulting Group June 2000 - October 2005
Carson Group 2000 - 2005
Thomson Financial 2000 - 2005
Palisade Capital Management December 1995 - October 1999
Chemical Bank (now part of JP Morgan Chase) July 1993 - December 1995
JP Morgan Investment Management June 1989 - July 1991
Education
New York University 1991 — 1993
MBA, Finance & International Business
Tufts University 1985 — 1989
BSME, Mechanical Engineering
Ambac December 2013 - Present
National Financial Partners February 2010 - August 2013
Revlon April 2007 - August 2009
Willis October 2005 - April 2007
The Global Consulting Group June 2000 - October 2005
Carson Group 2000 - 2005
Thomson Financial 2000 - 2005
Palisade Capital Management December 1995 - October 1999
Chemical Bank (now part of JP Morgan Chase) July 1993 - December 1995
JP Morgan Investment Management June 1989 - July 1991
Education
New York University 1991 — 1993
MBA, Finance & International Business
Tufts University 1985 — 1989
BSME, Mechanical Engineering
Noel Rosario's National Financial Partners Experience March 2006 - March 2014
Job Vice President Internal Audit
Industry Financial Services
Experience
JPMorgan Chase & Co. August 2015 - Present
UBS Wealth Management March 2014 - August 2015
National Financial Partners March 2006 - March 2014
PricewaterhouseCoopers August 2003 - March 2006
Education
Monmouth University 1998 — 2003
Bachelor of Science (B.S.)
Hackensack High School 1994 — 1998
High School Diploma
JPMorgan Chase & Co. August 2015 - Present
UBS Wealth Management March 2014 - August 2015
National Financial Partners March 2006 - March 2014
PricewaterhouseCoopers August 2003 - March 2006
Education
Monmouth University 1998 — 2003
Bachelor of Science (B.S.)
Hackensack High School 1994 — 1998
High School Diploma
Denava Horn's National Financial Partners Experience January 2013 - March 2014
Job Compliance Examiner at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2014 - Present
National Financial Partners January 2013 - March 2014
NFP July 2011 - January 2013
NFP October 2007 - July 2011
Education
Texas State University-San Marcos 2005 — 2007
MBA, Business Administration
Texas State University-San Marcos
Bachelor of Business Administration (B.B.A.), Finance
LPL Financial March 2014 - Present
National Financial Partners January 2013 - March 2014
NFP July 2011 - January 2013
NFP October 2007 - July 2011
Education
Texas State University-San Marcos 2005 — 2007
MBA, Business Administration
Texas State University-San Marcos
Bachelor of Business Administration (B.B.A.), Finance
Chris Henslee's National Financial Partners Experience March 2006 - December 2007
Job Systems Specialist II at Martin's Point Health Care
Industry Hospital & Health Care
Experience
Martin's Point Health Care August 2014 - Present
Spansion February 2013 - May 2014
US Army December 2007 - November 2013
U.S. Department of Veterans Affairs January 2012 - December 2012
Children's Medical Center October 2010 - May 2011
e-MDs November 2009 - June 2010
Texas department of Health and Human Services November 2008 - August 2009
National Financial Partners March 2006 - December 2007
Skills
Active Directory, Troubleshooting, Microsoft Exchange, Software Documentation, DNS, Software Installation, Hardware, Databases, Windows, Management, Testing, System Deployment, Blackberry, Outlook, Administration
Education
U.S. Army Air Traffic Control Academy 2007 — 2008
Aviation, 4.0
Mountain View College 1996 — 1999
Associate's Degree, Aviation - Pilot, 3.5
International Aviation Academy 1995 — 1996
Aviation, Aviation, 4.0
Martin's Point Health Care August 2014 - Present
Spansion February 2013 - May 2014
US Army December 2007 - November 2013
U.S. Department of Veterans Affairs January 2012 - December 2012
Children's Medical Center October 2010 - May 2011
e-MDs November 2009 - June 2010
Texas department of Health and Human Services November 2008 - August 2009
National Financial Partners March 2006 - December 2007
Skills
Active Directory, Troubleshooting, Microsoft Exchange, Software Documentation, DNS, Software Installation, Hardware, Databases, Windows, Management, Testing, System Deployment, Blackberry, Outlook, Administration
Education
U.S. Army Air Traffic Control Academy 2007 — 2008
Aviation, 4.0
Mountain View College 1996 — 1999
Associate's Degree, Aviation - Pilot, 3.5
International Aviation Academy 1995 — 1996
Aviation, Aviation, 4.0
Elliot Holtz's National Financial Partners Experience August 1999 - December 2008
Job Private Real Estate Investments
Industry Real Estate
Experience
Noro Properties, LLC 2009 - Present
National Financial Partners August 1999 - December 2008
Skills
Insurance, Investments, Real Estate, Residential Homes, Small Business, Retirement Planning, Employee Benefits, Mergers & Acquisitions, Cash Management
Education
The George Washington University - School of Business 1981 — 1985
BBA, Business
Noro Properties, LLC 2009 - Present
National Financial Partners August 1999 - December 2008
Skills
Insurance, Investments, Real Estate, Residential Homes, Small Business, Retirement Planning, Employee Benefits, Mergers & Acquisitions, Cash Management
Education
The George Washington University - School of Business 1981 — 1985
BBA, Business
Joe Cifuni's National Financial Partners Experience January 2003 - September 2010
Job Financial Advisor, Prudential Financial
Industry Financial Services
Experience
Prudential Financial September 2010 - Present
National Financial Partners January 2003 - September 2010
IRC Inc 1994 - 2003
City of Medford, Massachusetts 1990 - 1994
The New England 1985 - 1990
Skills
Financial Reporting, Financial Analysis, Internal Controls, Auditing, Corporate Finance, Accounting
Education
Suffolk University
MPA, Business
University of Phoenix
Master of Business Administration (MBA), Health/Health Care Administration/Management
Salem State College
Northeastern University
Revere High
Prudential Financial September 2010 - Present
National Financial Partners January 2003 - September 2010
IRC Inc 1994 - 2003
City of Medford, Massachusetts 1990 - 1994
The New England 1985 - 1990
Skills
Financial Reporting, Financial Analysis, Internal Controls, Auditing, Corporate Finance, Accounting
Education
Suffolk University
MPA, Business
University of Phoenix
Master of Business Administration (MBA), Health/Health Care Administration/Management
Salem State College
Northeastern University
Revere High
Evan Golden's National Financial Partners Experience May 2013 - November 2014
Job Credit Analyst
Industry Banking
Experience
American Bank of Commerce December 2014 - Present
National Financial Partners May 2013 - November 2014
Tel Aviv University November 2011 - January 2013
Chicago Fire Soccer Club January 2011 - May 2011
Tel Aviv University March 2009 - November 2010
Angler's Seafood House September 2008 - December 2008
Waddell and Reed, Inc June 2008 - August 2008
University of Kansas September 2007 - May 2008
Lawrence Jewish Community Center October 2007 - April 2008
Jewish Heritage Foundation June 2007 - August 2007
Skills
Management, Social Media, Non-profits, Budgets, Fundraising, Event Planning, Finance, Accounting, Marketing, Nonprofits, Recruiting, Data Analysis, Analysis
Education
Quinlan School of Business, Loyola University Chicago 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
The University of Kansas 2004 — 2008
Bachelor of Arts, Economics
American Bank of Commerce December 2014 - Present
National Financial Partners May 2013 - November 2014
Tel Aviv University November 2011 - January 2013
Chicago Fire Soccer Club January 2011 - May 2011
Tel Aviv University March 2009 - November 2010
Angler's Seafood House September 2008 - December 2008
Waddell and Reed, Inc June 2008 - August 2008
University of Kansas September 2007 - May 2008
Lawrence Jewish Community Center October 2007 - April 2008
Jewish Heritage Foundation June 2007 - August 2007
Skills
Management, Social Media, Non-profits, Budgets, Fundraising, Event Planning, Finance, Accounting, Marketing, Nonprofits, Recruiting, Data Analysis, Analysis
Education
Quinlan School of Business, Loyola University Chicago 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
The University of Kansas 2004 — 2008
Bachelor of Arts, Economics
Brian Aylieff, CFA's National Financial Partners Experience 2007 - 2011
Job Director of Research at SWBC Investment Advisory Services
Industry Investment Management
Experience
SWBC Investment Advisory Services October 2012 - Present
Price Wealth Management April 2011 - September 2012
National Financial Partners 2007 - 2011
Skills
Series 7, Mutual Funds, Investments, Alternative Investments, Series 24, Securities, Hedge Funds, Asset Managment, Series 63, Portfolio Management, Equities, Investment Advisory, Asset Management, Due Diligence, Financial Analysis, Financial Risk
Education
Texas State University-San Marcos 1997 — 2001
Bachelor of Business Administration (BBA), Finance, General
SWBC Investment Advisory Services October 2012 - Present
Price Wealth Management April 2011 - September 2012
National Financial Partners 2007 - 2011
Skills
Series 7, Mutual Funds, Investments, Alternative Investments, Series 24, Securities, Hedge Funds, Asset Managment, Series 63, Portfolio Management, Equities, Investment Advisory, Asset Management, Due Diligence, Financial Analysis, Financial Risk
Education
Texas State University-San Marcos 1997 — 2001
Bachelor of Business Administration (BBA), Finance, General
Melody M. Behnke, MBA, CFP®'s National Financial Partners Experience 2000 - 2003
Job Director, Member Firm Development at M Financial Group
Industry Financial Services
Experience
M Financial Group September 2003 - Present
Oregon Air National Guard August 1983 - September 2009
National Financial Partners 2000 - 2003
The Private Consulting Group September 1995 - April 2000
Southern Pacific Railroad 1992 - 1994
Skills
Wealth Transfer, Retirement Planning, Partner Relationship..., Wealth Management, Fixed Annuities, Universal Life, Disability Insurance, Estate Planning, Life Insurance, Wealth, Partner Management, Retirement, 401k, Employee Benefits, Financial Analysis, Mutual Funds, Long-term Care, Insurance, Strategic Financial..., Financial Services, Investments, Financial Advisory, Series 7, Financial Planning
Education
Portland State University 2000 — 2005
Master's degree, Business Administration and Management, General
M Financial Group September 2003 - Present
Oregon Air National Guard August 1983 - September 2009
National Financial Partners 2000 - 2003
The Private Consulting Group September 1995 - April 2000
Southern Pacific Railroad 1992 - 1994
Skills
Wealth Transfer, Retirement Planning, Partner Relationship..., Wealth Management, Fixed Annuities, Universal Life, Disability Insurance, Estate Planning, Life Insurance, Wealth, Partner Management, Retirement, 401k, Employee Benefits, Financial Analysis, Mutual Funds, Long-term Care, Insurance, Strategic Financial..., Financial Services, Investments, Financial Advisory, Series 7, Financial Planning
Education
Portland State University 2000 — 2005
Master's degree, Business Administration and Management, General
Bob Saylor's National Financial Partners Experience April 2006 - January 2009
Job Account Manager MultiLife at Transamerica LTC
Industry Insurance
Experience
Transamerica LTC March 2014 - Present
LTCI Partners, an NFP Company January 2009 - August 2013
National Financial Partners April 2006 - January 2009
National Financial Partners August 2004 - April 2006
Skills
Strategic Financial..., Financial Analysis, Fixed Annuities, Long-term Care, Contract Negotiation, 401k, Disability Insurance, Customer Service, Retirement Planning, Life Insurance, Insurance, Strategic Planning, Retirement, Estate Planning, Marketing
Education
The Ohio State University
Bachelor of Arts (BA), Public Relations
Transamerica LTC March 2014 - Present
LTCI Partners, an NFP Company January 2009 - August 2013
National Financial Partners April 2006 - January 2009
National Financial Partners August 2004 - April 2006
Skills
Strategic Financial..., Financial Analysis, Fixed Annuities, Long-term Care, Contract Negotiation, 401k, Disability Insurance, Customer Service, Retirement Planning, Life Insurance, Insurance, Strategic Planning, Retirement, Estate Planning, Marketing
Education
The Ohio State University
Bachelor of Arts (BA), Public Relations
Craig Vaughan's National Financial Partners Experience May 2009 - March 2013
Job Real Estate Agent at James Watson Realty
Industry Real Estate
Experience
James Watson Realty March 2013 - Present
National Financial Partners May 2009 - March 2013
Forestar Group June 2004 - May 2009
Skills
Accounts Payable, Accounting, General Ledger, QuickBooks, Accounts Receivable, Accruals, Bank Reconciliation, Invoicing
Education
Sam Houston State University 1992 — 1995
Bachelor of Fine Arts (B.F.A.), Broadcast Communications
James Watson Realty March 2013 - Present
National Financial Partners May 2009 - March 2013
Forestar Group June 2004 - May 2009
Skills
Accounts Payable, Accounting, General Ledger, QuickBooks, Accounts Receivable, Accruals, Bank Reconciliation, Invoicing
Education
Sam Houston State University 1992 — 1995
Bachelor of Fine Arts (B.F.A.), Broadcast Communications
Johnce Hall's National Financial Partners Experience April 2005 - June 2011
Job Global Aftermarket & Services Manager at Trendsetter Engineering, Inc.
Industry Financial Services
Experience
Trendsetter Engineering, Inc. June 2011 - Present
National Financial Partners April 2005 - June 2011
Education
Southwestern University 2000 — 2004
BA, Finance
Trendsetter Engineering, Inc. June 2011 - Present
National Financial Partners April 2005 - June 2011
Education
Southwestern University 2000 — 2004
BA, Finance
Kelley Smoot Garrett's National Financial Partners Experience January 2012 - May 2012
Job Manager at Sandramantos Publishing, representing Letitia Fairbanks' "Princess April MorningGlory"
Industry Online Media
Experience
Sandramantos Publishing LLC January 2013 - Present
Ella Letitia Fairbanks Smoot Family Trust 1992 - Present
KLA-Tencor November 2012 - November 2012
Apple May 2012 - October 2012
National Financial Partners January 2012 - May 2012
Dell September 2011 - January 2012
Cisco 2010 - 2011
Kforce Inc. 2010 - 2010
Genesis Networks, Inc 2010 - 2010
Texas State Securities Board 2010 - 2010
Skills
Requirements Analysis, Business Intelligence, C#, SDLC, Analysis, Program Management, Training, JavaScript, Software Development, Software Project..., Software Documentation, Public Speaking, Databases, .NET, Project Management, Cloud Computing, Business Analysis, Integration, Start-ups, Print-On-Demand..., eBook conversions, Digital artwork..., Management, Leadership, Process Improvement, User Experience, Team Leadership, Business Development, IT Strategy, Agile Methodologies, Vendor Management, Enterprise Software, E-commerce, Consulting, Strategy, Cross-functional Team..., Enterprise Architecture, Product Management, CRM, Analytics, Business Process..., Business Process, Web Applications, Geology, Requirements Gathering, Programming, IT Management, Solution Architecture, PMP, Visio
Education
The University of Texas at Austin 1980 — 1982
BS, Geological Sciences
Hunter College High School
High School diploma
Sandramantos Publishing LLC January 2013 - Present
Ella Letitia Fairbanks Smoot Family Trust 1992 - Present
KLA-Tencor November 2012 - November 2012
Apple May 2012 - October 2012
National Financial Partners January 2012 - May 2012
Dell September 2011 - January 2012
Cisco 2010 - 2011
Kforce Inc. 2010 - 2010
Genesis Networks, Inc 2010 - 2010
Texas State Securities Board 2010 - 2010
Skills
Requirements Analysis, Business Intelligence, C#, SDLC, Analysis, Program Management, Training, JavaScript, Software Development, Software Project..., Software Documentation, Public Speaking, Databases, .NET, Project Management, Cloud Computing, Business Analysis, Integration, Start-ups, Print-On-Demand..., eBook conversions, Digital artwork..., Management, Leadership, Process Improvement, User Experience, Team Leadership, Business Development, IT Strategy, Agile Methodologies, Vendor Management, Enterprise Software, E-commerce, Consulting, Strategy, Cross-functional Team..., Enterprise Architecture, Product Management, CRM, Analytics, Business Process..., Business Process, Web Applications, Geology, Requirements Gathering, Programming, IT Management, Solution Architecture, PMP, Visio
Education
The University of Texas at Austin 1980 — 1982
BS, Geological Sciences
Hunter College High School
High School diploma
Beryl Southall's National Financial Partners Experience 2000 - 2002
Job Owner, Covenant Retreat and Conference Center
Industry Hospitality
Experience
Covenant Retreat and Conference Center ChaplainWesleyan Hospice2006 - 2008
Hospice Austin 2002 - 2006
National Financial Partners 2000 - 2002
Education
Austin Presbyterian Theological Seminary 1998 — 2001
MDiv, Theology
Park University 1992 — 1996
BS Social Psychology, Psychology
Covenant Retreat and Conference Center ChaplainWesleyan Hospice2006 - 2008
Hospice Austin 2002 - 2006
National Financial Partners 2000 - 2002
Education
Austin Presbyterian Theological Seminary 1998 — 2001
MDiv, Theology
Park University 1992 — 1996
BS Social Psychology, Psychology
Brent Lankford's National Financial Partners Experience September 2011 - Present
Job Quality Assurance Manager @ NFP Advisor Services
Industry Financial Services
Experience
National Financial Partners September 2011 - Present
Charles Schwab September 2010 - May 2011
Spherion November 2008 - October 2009
Spherion July 2006 - November 2008
Aerotek March 2005 - July 2006
Spherion August 2004 - March 2005
Invesco March 2000 - November 2003
Dun & Bradstreet (D&B) 1997 - 1999
Skills
Quality Assurance, Coaching, Training, Employee Training, Process Improvement, CRM, Call Centers, Management, Analysis, Leadership, Customer Experience, Series 7, Series 63, Customer Service, Sales, Risk Management, Vendor Management, Operations Management, Performance Management, Six Sigma
Education
Texas State University
BBA, Management
National Financial Partners September 2011 - Present
Charles Schwab September 2010 - May 2011
Spherion November 2008 - October 2009
Spherion July 2006 - November 2008
Aerotek March 2005 - July 2006
Spherion August 2004 - March 2005
Invesco March 2000 - November 2003
Dun & Bradstreet (D&B) 1997 - 1999
Skills
Quality Assurance, Coaching, Training, Employee Training, Process Improvement, CRM, Call Centers, Management, Analysis, Leadership, Customer Experience, Series 7, Series 63, Customer Service, Sales, Risk Management, Vendor Management, Operations Management, Performance Management, Six Sigma
Education
Texas State University
BBA, Management
Jeff Soderberg's National Financial Partners Experience May 2000 - July 2001
Job at ODW Contract Services
Industry Logistics and Supply Chain
Experience
ODW Contract Services October 2010 - Present
National Financial Partners May 2000 - July 2001
Multigraphics, Inc January 1992 - October 1999
Skills
Forecasting
Education
Northern Illinois University 1973 — 1977
BS, Accountancy
ODW Contract Services October 2010 - Present
National Financial Partners May 2000 - July 2001
Multigraphics, Inc January 1992 - October 1999
Skills
Forecasting
Education
Northern Illinois University 1973 — 1977
BS, Accountancy
Karry Ballinger, CLTC's National Financial Partners Experience 2003 - 2005
Job LTC Specialist at Ballinger Insurance Services
Industry Insurance
Experience
INERTIA / Advisor Services Group March 2015 - Present
Ballinger Insurance Services September 2005 - Present
LTCI Partners September 2005 - February 2013
LTCR 2009 - 2011
KG Financial Group September 2003 - September 2005
National Financial Partners 2003 - 2005
Genworth Financial 1999 - 2003
GE Capital 1995 - 1999
Skills
Insurance, Strategic Planning, Underwriting, Employee Benefits, Long-term Care, Long Term Care Insurance, Retirement Planning, Life Insurance, Disability Insurance
Education
Texas Tech University 1991 — 1993
Bachelor of Science (BS), Emphasis in Geriatric Healthcare
INERTIA / Advisor Services Group March 2015 - Present
Ballinger Insurance Services September 2005 - Present
LTCI Partners September 2005 - February 2013
LTCR 2009 - 2011
KG Financial Group September 2003 - September 2005
National Financial Partners 2003 - 2005
Genworth Financial 1999 - 2003
GE Capital 1995 - 1999
Skills
Insurance, Strategic Planning, Underwriting, Employee Benefits, Long-term Care, Long Term Care Insurance, Retirement Planning, Life Insurance, Disability Insurance
Education
Texas Tech University 1991 — 1993
Bachelor of Science (BS), Emphasis in Geriatric Healthcare
Lani Nguyen's National Financial Partners Experience December 2011 - March 2013
Job at Apple, Inc.
Industry Retail
Experience
Apple October 2014 - Present
Apple March 2013 - Present
TMLN Ventures, LLC September 2003 - July 2013
National Financial Partners December 2011 - March 2013
Star of Texas Fair and Rodeo March 2011 - March 2012
National Financial Partners May 2011 - December 2011
New Era Portfolio March 2008 - August 2008
TheBumperSticker.com January 2007 - March 2008
Target 2006 - 2007
Hudpac Holdings/Equita Financial Services January 2005 - December 2006
Skills
Customer Service, Outlook, Sales, Management, Microsoft Excel, Accounting, CRM, Payroll, Team Leadership, PowerPoint, QuickBooks, SAP, Time Management, Negotiation, Retail, Sales Management
Education
Texas State University
Bachelor, Management
Apple October 2014 - Present
Apple March 2013 - Present
TMLN Ventures, LLC September 2003 - July 2013
National Financial Partners December 2011 - March 2013
Star of Texas Fair and Rodeo March 2011 - March 2012
National Financial Partners May 2011 - December 2011
New Era Portfolio March 2008 - August 2008
TheBumperSticker.com January 2007 - March 2008
Target 2006 - 2007
Hudpac Holdings/Equita Financial Services January 2005 - December 2006
Skills
Customer Service, Outlook, Sales, Management, Microsoft Excel, Accounting, CRM, Payroll, Team Leadership, PowerPoint, QuickBooks, SAP, Time Management, Negotiation, Retail, Sales Management
Education
Texas State University
Bachelor, Management
Alap Shah's National Financial Partners Experience October 2008 - November 2013
Job Database Consultant at VSoft Consulting Group, Inc.
Industry Information Technology and Services
Experience
V-Soft Consulting Group, Inc. November 2013 - Present
National Financial Partners October 2008 - November 2013
Winged Keel Group June 2007 - September 2008
New York Institute of Technology March 2006 - December 2007
Skills
Database Administration, Microsoft SQL Server, Database Design, SSIS, SSRS, Disaster Recovery, Performance Tuning, T-SQL Stored Procedures, Oracle, PL/SQL, VB.NET, VBScript, Visual Basic 5.0/6.0, C, C++, JavaScript, ASP, HTML, VBA, Visual Studio, MS Visual SourceSafe
Education
New York Institute of Technology-Old Westbury 2006 — 2007
Master's degree, Computer Science
A.D. Patel Institute Of Technology 2000 — 2004
Bachelor's degree, Computer Engineering
V-Soft Consulting Group, Inc. November 2013 - Present
National Financial Partners October 2008 - November 2013
Winged Keel Group June 2007 - September 2008
New York Institute of Technology March 2006 - December 2007
Skills
Database Administration, Microsoft SQL Server, Database Design, SSIS, SSRS, Disaster Recovery, Performance Tuning, T-SQL Stored Procedures, Oracle, PL/SQL, VB.NET, VBScript, Visual Basic 5.0/6.0, C, C++, JavaScript, ASP, HTML, VBA, Visual Studio, MS Visual SourceSafe
Education
New York Institute of Technology-Old Westbury 2006 — 2007
Master's degree, Computer Science
A.D. Patel Institute Of Technology 2000 — 2004
Bachelor's degree, Computer Engineering
Curtis (Trey) R. Burton III's National Financial Partners Experience August 2003 - June 2005
Job Senior Accountant at Milestone Community Builders
Industry Construction
Experience
Milestone Community Builders January 2015 - Present
KB Home October 2013 - January 2015
Atlas Roofing Corporation February 2011 - October 2013
Burton Homes June 2005 - December 2010
National Financial Partners August 2003 - June 2005
Skills
Billing Process, PeopleSoft, Journal Entries, GL, Payroll, Accounts Payable, Physical Inventory, Month End Close, ImageNow, Account Reconciliation
Education
Stephen F. Austin State University
Bachelor of Business Administration (BBA), Accounting and Finance
Milestone Community Builders January 2015 - Present
KB Home October 2013 - January 2015
Atlas Roofing Corporation February 2011 - October 2013
Burton Homes June 2005 - December 2010
National Financial Partners August 2003 - June 2005
Skills
Billing Process, PeopleSoft, Journal Entries, GL, Payroll, Accounts Payable, Physical Inventory, Month End Close, ImageNow, Account Reconciliation
Education
Stephen F. Austin State University
Bachelor of Business Administration (BBA), Accounting and Finance
Digvijay Gohil's National Financial Partners Experience September 2006 - April 2008
Job Compliance Consultant at HD Vest
Industry Financial Services
Experience
HD Vest April 2008 - Present
HD Vest Financial Services April 2008 - December 2009
National Financial Partners September 2006 - April 2008
Skills
Analysis, Mutual Funds, Series 7, FINRA, Accounting, Investments, Finance, Financial Analysis, Equities
Education
Texas State University-San Marcos 2005 — 2006
Master of Business Administration (MBA), Finance, General, A
The University of Texas at Austin 1999 — 2004
Economics
HD Vest April 2008 - Present
HD Vest Financial Services April 2008 - December 2009
National Financial Partners September 2006 - April 2008
Skills
Analysis, Mutual Funds, Series 7, FINRA, Accounting, Investments, Finance, Financial Analysis, Equities
Education
Texas State University-San Marcos 2005 — 2006
Master of Business Administration (MBA), Finance, General, A
The University of Texas at Austin 1999 — 2004
Economics
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO