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
Tom Wright, CIMA, AIF Tom Wright, CIMA, AIF's National Financial Partners Experience 2012 - Present
Job Vice President at National Financial Partners
Industry Financial Services
Experience
National Financial Partners 2012 - Present
Goldman Sachs 2009 - 2012
LPL Financial 2006 - 2009
Franklin Templeton Investments 2001 - 2006
Franklin Templeton Investments 1996 - 2001
Skills
Equities, Series 7, Fixed Income, Securities, Investments, Capital Markets, Hedge Funds, Alternative Investments, Investment Banking, Portfolio Management, Financial Modeling, Asset Management, Valuation, Series 63, Mutual Funds, Bloomberg, Wealth Management, Derivatives, Private Equity, Corporate Finance
Education
University of Oklahoma
Bachelor of Arts (BA), Economics
National Financial Partners 2012 - Present
Goldman Sachs 2009 - 2012
LPL Financial 2006 - 2009
Franklin Templeton Investments 2001 - 2006
Franklin Templeton Investments 1996 - 2001
Skills
Equities, Series 7, Fixed Income, Securities, Investments, Capital Markets, Hedge Funds, Alternative Investments, Investment Banking, Portfolio Management, Financial Modeling, Asset Management, Valuation, Series 63, Mutual Funds, Bloomberg, Wealth Management, Derivatives, Private Equity, Corporate Finance
Education
University of Oklahoma
Bachelor of Arts (BA), Economics
Ford (Stanford) Darger Ford (Stanford) Darger's National Financial Partners Experience March 2014 - Present
Job VP at National Financial Partners
Industry Insurance
Experience
National Financial Partners March 2014 - Present
Skills
Health Care Reform, ERISA, Cafeteria Plans, COBRA, FMLA, HIPAA, Due Diligence, Tax Law, Private Equity, Corporate Governance, Corporate Finance, Auditing, Bankruptcy, International Tax, Mergers, Personal Income Tax..., Sales Tax, Corporate Law
Education
University of San Diego School of Law 2007 — 2008
L.L.M., Taxation
University of Utah S.J. Quinney College of Law 2004 — 2007
J.D.
University of Utah 2001 — 2003
B.S., Economics
Whitman College 1997 — 1999
Whitman College 1994 — 1995
National Financial Partners March 2014 - Present
Skills
Health Care Reform, ERISA, Cafeteria Plans, COBRA, FMLA, HIPAA, Due Diligence, Tax Law, Private Equity, Corporate Governance, Corporate Finance, Auditing, Bankruptcy, International Tax, Mergers, Personal Income Tax..., Sales Tax, Corporate Law
Education
University of San Diego School of Law 2007 — 2008
L.L.M., Taxation
University of Utah S.J. Quinney College of Law 2004 — 2007
J.D.
University of Utah 2001 — 2003
B.S., Economics
Whitman College 1997 — 1999
Whitman College 1994 — 1995
Blake Julian Blake Julian's National Financial Partners Experience August 2014 - June 2015
Job Student at University of Rochester Simon Business School
Industry International Trade and Development
Experience
National Financial Partners August 2014 - June 2015
Aldine ISD August 2013 - July 2014
Permian Court Reporters, Inc. June 2012 - July 2013
Skills
Microsoft Word, Microsoft Excel, HTML scripting, Curriculum Development, Video Editing, Editing, Writing, Technical Support, Instructional..., Instructional Skills, Technical Writing, Records Management, Educational Leadership, Research, Scientific Analysis, PowerPoint, Social Media, Data Analysis
Education
University of Rochester - Simon Business School 2015 — 2017
Master of Business Administration (M.B.A.), International Management, Business Environment and Public Policy, 3.7
The University of Texas at Austin 2008 — 2012
Bachelor’s Degree, Biology
National Financial Partners August 2014 - June 2015
Aldine ISD August 2013 - July 2014
Permian Court Reporters, Inc. June 2012 - July 2013
Skills
Microsoft Word, Microsoft Excel, HTML scripting, Curriculum Development, Video Editing, Editing, Writing, Technical Support, Instructional..., Instructional Skills, Technical Writing, Records Management, Educational Leadership, Research, Scientific Analysis, PowerPoint, Social Media, Data Analysis
Education
University of Rochester - Simon Business School 2015 — 2017
Master of Business Administration (M.B.A.), International Management, Business Environment and Public Policy, 3.7
The University of Texas at Austin 2008 — 2012
Bachelor’s Degree, Biology
Jeff Mangels Jeff Mangels's National Financial Partners Experience April 2003 - May 2010
Job Marketing professional and creative problemsolver with 10+ years experience in technology marketing and communications
Industry Marketing and Advertising
Experience
Launch Marketing November 2014 - July 2015
Data Foundry March 2014 - August 2014
OpenSymmetry March 2013 - March 2014
ROUND2 INC., an Avnet Company May 2010 - December 2012
National Financial Partners April 2003 - May 2010
Catapult Systems 1999 - 2002
ichat 1996 - 1999
Skills
Strategic Planning, Marketing Strategy, Business Development, New Business Development, Project Management, Account Management, Public Relations, Management, Marketing, Strategy, Team Building, Online Advertising, Trade Shows, SEO, Start-ups, Marketing Communications, Negotiation, Business Strategy, Strategic Partnerships, Social Media, Sales, Training, Lead Generation, Integrated Marketing, Salesforce.com, CRM, Corporate Communications, B2B, Product Marketing, Budgets
Education
The University of Texas at Austin 1993 — 1997
Journalism and Liberal Arts, Public Relations, Psychology, Technology, Marketing
Launch Marketing November 2014 - July 2015
Data Foundry March 2014 - August 2014
OpenSymmetry March 2013 - March 2014
ROUND2 INC., an Avnet Company May 2010 - December 2012
National Financial Partners April 2003 - May 2010
Catapult Systems 1999 - 2002
ichat 1996 - 1999
Skills
Strategic Planning, Marketing Strategy, Business Development, New Business Development, Project Management, Account Management, Public Relations, Management, Marketing, Strategy, Team Building, Online Advertising, Trade Shows, SEO, Start-ups, Marketing Communications, Negotiation, Business Strategy, Strategic Partnerships, Social Media, Sales, Training, Lead Generation, Integrated Marketing, Salesforce.com, CRM, Corporate Communications, B2B, Product Marketing, Budgets
Education
The University of Texas at Austin 1993 — 1997
Journalism and Liberal Arts, Public Relations, Psychology, Technology, Marketing
Charlie Lederer Charlie Lederer's National Financial Partners Experience May 2012 - August 2012
Job Assurance Experienced Associate at PwC
Industry Accounting
Experience
PwC August 2014 - Present
PwC January 2013 - May 2013
National Financial Partners May 2012 - August 2012
Synovate June 2011 - August 2011
Socratic Technologies June 2010 - July 2010
Skills
Accounting, Analysis, Management, Tax, Financial Analysis, Internal Controls, Research, Financial Accounting, Teamwork
Education
Unviersity of Illinois at Chicago Liautaud Graduate School of Business 2013 — 2014
Master of Science (M.S.), Accounting
University of Illinois at Urbana-Champaign - College of Business 2009 — 2012
Bachelor of Science (B.S.), Accountancy, Graduated with Highest Honors in December 2012
PwC August 2014 - Present
PwC January 2013 - May 2013
National Financial Partners May 2012 - August 2012
Synovate June 2011 - August 2011
Socratic Technologies June 2010 - July 2010
Skills
Accounting, Analysis, Management, Tax, Financial Analysis, Internal Controls, Research, Financial Accounting, Teamwork
Education
Unviersity of Illinois at Chicago Liautaud Graduate School of Business 2013 — 2014
Master of Science (M.S.), Accounting
University of Illinois at Urbana-Champaign - College of Business 2009 — 2012
Bachelor of Science (B.S.), Accountancy, Graduated with Highest Honors in December 2012
Jamal Hayden Jamal Hayden's National Financial Partners Experience December 2012 - January 2015
Job Empowering Modern HR in the Cloud Oracle HCM
Industry Computer Software
Experience
Oracle February 2015 - Present
National Financial Partners December 2012 - January 2015
Ceridian April 2011 - December 2012
Fidelity Investments January 2010 - February 2011
ADP January 2004 - August 2007
Ceridian 2001 - 2003
Skills
SaaS, Salesforce.com, Sales Process, Solution Selling, Cold Calling, B2B, Enterprise Software, Sales Operations, CRM, Health Insurance, Leadership, Customer Retention, Business Development, Team Building, HRIS, Lead Generation, Management, Strategic Partnerships, Employee Benefits, Selling, Outsourcing, Entrepreneurship, Strategy, Budgets, Recruiting, Sales, Sales Presentations, Direct Sales, Account Management, Sales Management, Vendor Management, Marketing, Risk Management, Training, Professional Services
Education
University of Maryland College Park 1987 — 1992
BA, English
Poly prep
Oracle February 2015 - Present
National Financial Partners December 2012 - January 2015
Ceridian April 2011 - December 2012
Fidelity Investments January 2010 - February 2011
ADP January 2004 - August 2007
Ceridian 2001 - 2003
Skills
SaaS, Salesforce.com, Sales Process, Solution Selling, Cold Calling, B2B, Enterprise Software, Sales Operations, CRM, Health Insurance, Leadership, Customer Retention, Business Development, Team Building, HRIS, Lead Generation, Management, Strategic Partnerships, Employee Benefits, Selling, Outsourcing, Entrepreneurship, Strategy, Budgets, Recruiting, Sales, Sales Presentations, Direct Sales, Account Management, Sales Management, Vendor Management, Marketing, Risk Management, Training, Professional Services
Education
University of Maryland College Park 1987 — 1992
BA, English
Poly prep
Meghan Corbett's National Financial Partners Experience August 2013 - March 2014
Job Design Researcher at IBM
Industry Design
Experience
IBM June 2015 - Present
Austin Pets Alive! July 2014 - May 2015
National Financial Partners August 2013 - March 2014
Stone Textile May 2013 - October 2013
Spindle 360 February 2013 - March 2013
Deflecto LLC March 2012 - May 2012
Intel Corporation January 2012 - May 2012
Clover Apps June 2011 - July 2011
Kenneth Cole Productions January 2011 - May 2011
Peregrine Student Travel Magazine September 2010 - May 2011
Skills
Illustrator, Industrial Design, InDesign, Solidworks, Design Research, Design Conceptualization, Microsoft Office, User Centered Design, Rapid Prototyping, Benchmarking, Photoshop, Rhinoceros, Leadership, Public Speaking, Graphic Design, 3D Rendering
Education
Austin Center for Design 2013 — 2014
University of Notre Dame 2008 — 2012
Bachelor of Fine Arts (BFA), Industrial Design
IES Abroad Summer Rome Program 2010 — 2010
History & Arts
IBM June 2015 - Present
Austin Pets Alive! July 2014 - May 2015
National Financial Partners August 2013 - March 2014
Stone Textile May 2013 - October 2013
Spindle 360 February 2013 - March 2013
Deflecto LLC March 2012 - May 2012
Intel Corporation January 2012 - May 2012
Clover Apps June 2011 - July 2011
Kenneth Cole Productions January 2011 - May 2011
Peregrine Student Travel Magazine September 2010 - May 2011
Skills
Illustrator, Industrial Design, InDesign, Solidworks, Design Research, Design Conceptualization, Microsoft Office, User Centered Design, Rapid Prototyping, Benchmarking, Photoshop, Rhinoceros, Leadership, Public Speaking, Graphic Design, 3D Rendering
Education
Austin Center for Design 2013 — 2014
University of Notre Dame 2008 — 2012
Bachelor of Fine Arts (BFA), Industrial Design
IES Abroad Summer Rome Program 2010 — 2010
History & Arts
Lauren Chesson Muse Lauren Chesson Muse's National Financial Partners Experience January 2012 - March 2014
Job Director, Firm Selection at NFP
Industry Financial Services
Experience
NFP March 2014 - Present
National Financial Partners January 2012 - March 2014
United Way Capital Area September 2010 - September 2011
BCBSNC 2007 - 2010
Skills
Life Insurance, Strategic Financial..., Insurance, Financial Services, Retirement, Strategic Partnerships, Lead Generation, Business Development, Retirement Planning, Financial Planning, Leadership, Investments
Education
University of North Carolina at Chapel Hill
Bachelor's degree, Economics
NFP March 2014 - Present
National Financial Partners January 2012 - March 2014
United Way Capital Area September 2010 - September 2011
BCBSNC 2007 - 2010
Skills
Life Insurance, Strategic Financial..., Insurance, Financial Services, Retirement, Strategic Partnerships, Lead Generation, Business Development, Retirement Planning, Financial Planning, Leadership, Investments
Education
University of North Carolina at Chapel Hill
Bachelor's degree, Economics
Carl Ramos's National Financial Partners Experience May 2014 - August 2014
Job Corporate Finance RDP Associate
Industry Financial Services
Experience
Northern Trust Corporation July 2015 - Present
National Financial Partners May 2014 - August 2014
Papa Johns May 2013 - August 2013
Riverside Golf Club April 2007 - August 2012
Papa Johns September 2009 - August 2011
Skills
Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Teamwork, Customer Service, Crew Scheduling, Increased Profitability, Time Management, Outlook, Data Analysis
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance
Northern Trust Corporation July 2015 - Present
National Financial Partners May 2014 - August 2014
Papa Johns May 2013 - August 2013
Riverside Golf Club April 2007 - August 2012
Papa Johns September 2009 - August 2011
Skills
Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Teamwork, Customer Service, Crew Scheduling, Increased Profitability, Time Management, Outlook, Data Analysis
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance
Robbie Abbit's National Financial Partners Experience June 2011 - June 2013
Job robbie.abbit@bunchball.com
Industry Computer Software
Experience
Bunchball March 2014 - Present
RediPrep U October 2013 - January 2014
National Financial Partners June 2011 - June 2013
Skills
Experienced Sales..., Gamification, Deal Sourcing, Writing, Sales Management, Business Networking, Building Business..., Weight Training, Sports Nutrition, Bodybuilding, Marketing, Salesforce.com, Sales Prospecting, Strategic Selling, Selling Businesses, Mergers & Acquisitions, Warm Calling, Life Insurance, Sales, Employee Benefits, PowerPoint, Customer Service, Management, Social Media, Disability Insurance, Social Media Marketing, Leadership, Marketing Strategy, Social Networking, Bossa Nova
Education
University of Arizona 2007 — 2011
Journalism, Law, Sports Management
Northwood High School 2003 — 2007
Bunchball March 2014 - Present
RediPrep U October 2013 - January 2014
National Financial Partners June 2011 - June 2013
Skills
Experienced Sales..., Gamification, Deal Sourcing, Writing, Sales Management, Business Networking, Building Business..., Weight Training, Sports Nutrition, Bodybuilding, Marketing, Salesforce.com, Sales Prospecting, Strategic Selling, Selling Businesses, Mergers & Acquisitions, Warm Calling, Life Insurance, Sales, Employee Benefits, PowerPoint, Customer Service, Management, Social Media, Disability Insurance, Social Media Marketing, Leadership, Marketing Strategy, Social Networking, Bossa Nova
Education
University of Arizona 2007 — 2011
Journalism, Law, Sports Management
Northwood High School 2003 — 2007
Andrew McCormick's National Financial Partners Experience June 2014 - Present
Job Advisory Services Intern at National Financial Partners/Financial Consulting
Industry Accounting
Experience
National Financial Partners June 2014 - Present
National Symposium for Debate July 2012 - July 2013
The West University Pool May 2012 - August 2012
Skills
Research, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Data Analysis, Cpr Certified, Social Media, Customer Service, Teamwork, Statistics
Education
The University of Texas at Austin - The Red McCombs School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Accounting
National Financial Partners June 2014 - Present
National Symposium for Debate July 2012 - July 2013
The West University Pool May 2012 - August 2012
Skills
Research, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Data Analysis, Cpr Certified, Social Media, Customer Service, Teamwork, Statistics
Education
The University of Texas at Austin - The Red McCombs School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Accounting
Elan Sharoni Elan Sharoni's National Financial Partners Experience July 2008 - July 2011
Job Vice President at NFP
Industry Financial Services
Experience
NFP March 2015 - Present
NFP July 2011 - February 2015
National Financial Partners July 2008 - July 2011
National Financial Partners May 2007 - August 2007
Merrill Lynch May 2005 - August 2005
Skills
Financial Analysis, Valuation, Financial Modeling, Mergers & Acquisitions, Corporate Development, Finance, Risk Management, Financial Services, Investments, Due Diligence, Private Equity, Strategy
Education
NYU Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Finance
University of Michigan 2004 — 2008
BA, Economics
NFP March 2015 - Present
NFP July 2011 - February 2015
National Financial Partners July 2008 - July 2011
National Financial Partners May 2007 - August 2007
Merrill Lynch May 2005 - August 2005
Skills
Financial Analysis, Valuation, Financial Modeling, Mergers & Acquisitions, Corporate Development, Finance, Risk Management, Financial Services, Investments, Due Diligence, Private Equity, Strategy
Education
NYU Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Finance
University of Michigan 2004 — 2008
BA, Economics
Margaret Debiec Margaret Debiec's National Financial Partners Experience September 2013 - June 2014
Job Madhouse Creations
Industry Arts and Crafts
Experience
Madhouse Creations October 2014 - Present
NFP June 2014 - July 2015
National Financial Partners September 2013 - June 2014
National Financial Partners July 2012 - September 2013
M&T Bank January 2008 - July 2012
M&T Bank 2005 - 2008
Brainstorms, A Creativity Firm Inc. 1994 - 2004
Skills
Training, Coaching, Customer Service, Employee Training, Team Leadership, Leadership Development, Workshop Facilitation, Instructional Design, Organizational..., Management, WebEx, Microsoft Office, SharePoint, Illustrator, QuarkXPress, E-learning, Adobe Illustrator, PhotoShop, Quark, Microsoft Office Suite, Captivate, Salesforce.com, Leadership, Human Resources
Education
The University of Texas at San Antonio 1984 — 1988
B.A. English and Communications, Communications
Madhouse Creations October 2014 - Present
NFP June 2014 - July 2015
National Financial Partners September 2013 - June 2014
National Financial Partners July 2012 - September 2013
M&T Bank January 2008 - July 2012
M&T Bank 2005 - 2008
Brainstorms, A Creativity Firm Inc. 1994 - 2004
Skills
Training, Coaching, Customer Service, Employee Training, Team Leadership, Leadership Development, Workshop Facilitation, Instructional Design, Organizational..., Management, WebEx, Microsoft Office, SharePoint, Illustrator, QuarkXPress, E-learning, Adobe Illustrator, PhotoShop, Quark, Microsoft Office Suite, Captivate, Salesforce.com, Leadership, Human Resources
Education
The University of Texas at San Antonio 1984 — 1988
B.A. English and Communications, Communications
Nicole Martorana Nicole Martorana's National Financial Partners Experience December 2007 - May 2010
Job Associate Buyer at Saks Fifth Avenue
Industry Apparel & Fashion
Experience
Saks Fifth Avenue June 2013 - Present
Saks Fifth Avenue September 2012 - May 2013
Saks Fifth Avenue August 2011 - August 2012
Saks Fifth Avenue August 2010 - August 2011
National Financial Partners December 2007 - May 2010
Skills
Management, Microsoft Excel, Microsoft Office, PowerPoint, Trend Analysis, Real Estate, Merchandising, Retail, Inventory Management, Apparel, Trend, Merchandise Planning, Visual Merchandising, Fashion, Forecasting
Education
Fashion Institute of Technology, State University of New York 2009 — 2010
Associate Degree, Applied Science; Fashion Merchandising Management
The University of Connecticut 2000 — 2004
Bachelor of Science, Finance
Saks Fifth Avenue June 2013 - Present
Saks Fifth Avenue September 2012 - May 2013
Saks Fifth Avenue August 2011 - August 2012
Saks Fifth Avenue August 2010 - August 2011
National Financial Partners December 2007 - May 2010
Skills
Management, Microsoft Excel, Microsoft Office, PowerPoint, Trend Analysis, Real Estate, Merchandising, Retail, Inventory Management, Apparel, Trend, Merchandise Planning, Visual Merchandising, Fashion, Forecasting
Education
Fashion Institute of Technology, State University of New York 2009 — 2010
Associate Degree, Applied Science; Fashion Merchandising Management
The University of Connecticut 2000 — 2004
Bachelor of Science, Finance
Shefali Patil Shefali Patil's National Financial Partners Experience June 2005 - August 2005
Job Assistant Professor of Management at McCombs School of Business, University of Texas at Austin
Industry Research
Experience
McCombs School of Business June 2014 - Present
University of Pennsylvania, Wharton School June 2009 - June 2014
Dynamic Logic, Millward Brown - WPP Group June 2008 - May 2009
Bloomberg June 2006 - August 2006
National Financial Partners June 2005 - August 2005
Education
University of Pennsylvania - The Wharton School 2009 — 2014
PhD, Management (Organizational Behavior)
New York University - Leonard N. Stern School of Business 2004 — 2008
BS, Double Major: Management & Organizations, Marketing
McCombs School of Business June 2014 - Present
University of Pennsylvania, Wharton School June 2009 - June 2014
Dynamic Logic, Millward Brown - WPP Group June 2008 - May 2009
Bloomberg June 2006 - August 2006
National Financial Partners June 2005 - August 2005
Education
University of Pennsylvania - The Wharton School 2009 — 2014
PhD, Management (Organizational Behavior)
New York University - Leonard N. Stern School of Business 2004 — 2008
BS, Double Major: Management & Organizations, Marketing
Ryan Howison Ryan Howison's National Financial Partners Experience January 2009 - December 2011
Job Investment Advisor Representative at John Hancock Financial Network The Partners Network
Industry Financial Services
Experience
John Hancock Financial Network - The Partners Network December 2011 - Present
National Financial Partners January 2009 - December 2011
PGA TOUR January 1995 - September 2008
Education
University of North Carolina at Chapel Hill 1985 — 1989
Bachelor of Business Administration (B.B.A.), Accounting and Finance
John Hancock Financial Network - The Partners Network December 2011 - Present
National Financial Partners January 2009 - December 2011
PGA TOUR January 1995 - September 2008
Education
University of North Carolina at Chapel Hill 1985 — 1989
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Pat Hogan's National Financial Partners Experience May 2009 - August 2009
Job Finance at James Hardie Building Products
Industry Mechanical or Industrial Engineering
Experience
James Hardie Building Products June 2014 - Present
Weil-McLain July 2012 - June 2014
SPX Corporation July 2010 - June 2012
National Financial Partners May 2009 - August 2009
National Financial Partners May 2008 - August 2008
Skills
Financial Reporting, Microsoft Office, Microsoft Excel, Microsoft Word, Oracle Hyperion, Business Intelligence
Education
University of Notre Dame 2006 — 2010
Bachelor of Business Administration, Finance
James Hardie Building Products June 2014 - Present
Weil-McLain July 2012 - June 2014
SPX Corporation July 2010 - June 2012
National Financial Partners May 2009 - August 2009
National Financial Partners May 2008 - August 2008
Skills
Financial Reporting, Microsoft Office, Microsoft Excel, Microsoft Word, Oracle Hyperion, Business Intelligence
Education
University of Notre Dame 2006 — 2010
Bachelor of Business Administration, Finance
Amber Bytheway Amber Bytheway's National Financial Partners Experience March 2008 - August 2013
Job Graphic Designer at Intel
Industry Graphic Design
Experience
Intel Corporation April 2015 - Present
Exterro May 2014 - April 2015
Amber Bytheway 2000 - April 2015
National Financial Partners March 2008 - August 2013
Vignette August 2007 - February 2008
The Hanover Insurance Group September 2005 - July 2007
Exsel Advertising Agency February 2005 - September 2005
Pikes Peak Broadcasting Company June 2000 - February 2005
Skills
Art Direction, Layout, Packaging, Illustration, Logo Design, Storyboarding, Desktop Publishing, Press Checks, Color Correction, Vendor Relations, Photo Shoots, Brochures, Advertising, Graphics, Graphic Design, Interaction Design, Web Design, Illustrator, InDesign, Flash, Dreamweaver, Photoshop, Photography, Brand Development, Multimedia, Creative Direction, QuarkXPress, Adobe Acrobat, Production, CSS, Typography, Corporate Identity, HTML, User Interface Design, Logos, Corporate Communications, Adobe Creative Suite, Pre-press, Print Production, Mac, Posters, Print Collateral, Digital Photography, Copywriting, Word, Microsoft Word, Marketing Communications, Collateral, Strategy, Newsletters
Education
University of North Texas 1996 — 2000
Communication Design
St. Leonard's College in Melbourne, Australia 1991 — 1994
Intel Corporation April 2015 - Present
Exterro May 2014 - April 2015
Amber Bytheway 2000 - April 2015
National Financial Partners March 2008 - August 2013
Vignette August 2007 - February 2008
The Hanover Insurance Group September 2005 - July 2007
Exsel Advertising Agency February 2005 - September 2005
Pikes Peak Broadcasting Company June 2000 - February 2005
Skills
Art Direction, Layout, Packaging, Illustration, Logo Design, Storyboarding, Desktop Publishing, Press Checks, Color Correction, Vendor Relations, Photo Shoots, Brochures, Advertising, Graphics, Graphic Design, Interaction Design, Web Design, Illustrator, InDesign, Flash, Dreamweaver, Photoshop, Photography, Brand Development, Multimedia, Creative Direction, QuarkXPress, Adobe Acrobat, Production, CSS, Typography, Corporate Identity, HTML, User Interface Design, Logos, Corporate Communications, Adobe Creative Suite, Pre-press, Print Production, Mac, Posters, Print Collateral, Digital Photography, Copywriting, Word, Microsoft Word, Marketing Communications, Collateral, Strategy, Newsletters
Education
University of North Texas 1996 — 2000
Communication Design
St. Leonard's College in Melbourne, Australia 1991 — 1994
Nicole Lanich Nicole Lanich's National Financial Partners Experience 2007 - Present
Job Account Manager at National Financial Partners
Industry Human Resources
Experience
National Financial Partners 2007 - Present
Hartness International 2004 - 2006
ArvinMeritor May 1999 - June 2004
Skills
Employee Relations, Employee Benefits, Benefits Administration, Recruiting, Management, Training, Succession Planning, Personnel Management, Human Resources, Payroll, Insurance, Strategic Planning, Consulting, Sales, Life Insurance, Team Building, Health Insurance
Education
University of South Carolina-Columbia 1994 — 1998
BS, Business Administration-HR
National Financial Partners 2007 - Present
Hartness International 2004 - 2006
ArvinMeritor May 1999 - June 2004
Skills
Employee Relations, Employee Benefits, Benefits Administration, Recruiting, Management, Training, Succession Planning, Personnel Management, Human Resources, Payroll, Insurance, Strategic Planning, Consulting, Sales, Life Insurance, Team Building, Health Insurance
Education
University of South Carolina-Columbia 1994 — 1998
BS, Business Administration-HR
Hashim Yousef Hashim Yousef's National Financial Partners Experience October 2013 - Present
Job Direct Account Specialist at National Financial Partners
Industry Financial Services
Experience
National Financial Partners October 2013 - Present
Centeva November 2012 - October 2013
North Austin Muslim Community Center March 2012 - October 2012
Digital Motorworks, Inc January 2012 - March 2012
Agentrics, LLC May 2009 - September 2010
Walmart Stores, Inc November 2008 - May 2009
Skills
Business Analysis, Analysis, Microsoft Office, Software Documentation, Training, Management, Project Management, SharePoint, MS Project, Sales, Leadership, Strategy, Reporting & Analysis, Crystal Reports, Retail, Business Strategy, User Acceptance Testing, Adobe Acrobat, TFS, Program Budgeting, IT Sales, Access, Project Planning, Customer Service, Documentation, Budgeting, Supply Chain, MS Office Suite, Software Implementation, GoToMeeting, SQL, Federal Procurement, End User Training, Microstrategy, Problem Solving, CRM Databases
Education
The University of Texas-Pan American 2004 — 2008
BA, Communication Studies
National Financial Partners October 2013 - Present
Centeva November 2012 - October 2013
North Austin Muslim Community Center March 2012 - October 2012
Digital Motorworks, Inc January 2012 - March 2012
Agentrics, LLC May 2009 - September 2010
Walmart Stores, Inc November 2008 - May 2009
Skills
Business Analysis, Analysis, Microsoft Office, Software Documentation, Training, Management, Project Management, SharePoint, MS Project, Sales, Leadership, Strategy, Reporting & Analysis, Crystal Reports, Retail, Business Strategy, User Acceptance Testing, Adobe Acrobat, TFS, Program Budgeting, IT Sales, Access, Project Planning, Customer Service, Documentation, Budgeting, Supply Chain, MS Office Suite, Software Implementation, GoToMeeting, SQL, Federal Procurement, End User Training, Microstrategy, Problem Solving, CRM Databases
Education
The University of Texas-Pan American 2004 — 2008
BA, Communication Studies
Wellman Wong Wellman Wong's National Financial Partners Experience August 2011 - Present
Job Benefit Counselor at Benefit Architects
Industry Insurance
Experience
Benefit Architects February 2015 - Present
MetLife June 2014 - Present
The Farmington Company November 2012 - Present
EFP Now October 2012 - Present
Innotech Benefit Solutions November 2011 - Present
National Financial Partners August 2011 - Present
focus3Benefits February 2011 - Present
GLV Insurance Partners, LLC February 2011 - Present
BenefIt Technologies June 2009 - Present
Enroller Resource Center June 2009 - Present
Skills
Employee Benefits, Insurance, Enrollment Management, Health Insurance, Marketing, Disability Insurance, Life Insurance, Term Life Insurance, Accident, Long-term Care, Benefits Administration, Brokers, Management, Critical Illness, Whole Life, Fixed Annuities, Voluntary Employee..., Underwriting, Budgets, Workers Compensation, Health Savings Accounts, Small Business, Defined Benefit, Flexible Spending..., Cafeteria Plans, Customer Retention, COBRA, Group Medical, Licensed Life & Health..., Agents, Medicare, Benefits Design, Accident Insurance, Group Insurance, Group Benefit Plans, Long Term Care Insurance, 401k, Dentistry, Open Enrollment, Vision Insurance, Universal Life, Sales
Education
University of Northern Colorado 1978 — 1980
MBA, Busniess/Health Care Admin
University of La Verne 1976 — 1978
Bachalors, Health Care Admin
Benefit Architects February 2015 - Present
MetLife June 2014 - Present
The Farmington Company November 2012 - Present
EFP Now October 2012 - Present
Innotech Benefit Solutions November 2011 - Present
National Financial Partners August 2011 - Present
focus3Benefits February 2011 - Present
GLV Insurance Partners, LLC February 2011 - Present
BenefIt Technologies June 2009 - Present
Enroller Resource Center June 2009 - Present
Skills
Employee Benefits, Insurance, Enrollment Management, Health Insurance, Marketing, Disability Insurance, Life Insurance, Term Life Insurance, Accident, Long-term Care, Benefits Administration, Brokers, Management, Critical Illness, Whole Life, Fixed Annuities, Voluntary Employee..., Underwriting, Budgets, Workers Compensation, Health Savings Accounts, Small Business, Defined Benefit, Flexible Spending..., Cafeteria Plans, Customer Retention, COBRA, Group Medical, Licensed Life & Health..., Agents, Medicare, Benefits Design, Accident Insurance, Group Insurance, Group Benefit Plans, Long Term Care Insurance, 401k, Dentistry, Open Enrollment, Vision Insurance, Universal Life, Sales
Education
University of Northern Colorado 1978 — 1980
MBA, Busniess/Health Care Admin
University of La Verne 1976 — 1978
Bachalors, Health Care Admin
William Rothhauser William Rothhauser's National Financial Partners Experience May 2012 - August 2012
Job Associate at Asterra
Industry Real Estate
Experience
Asterra August 2013 - Present
Asterra May 2013 - August 2013
National Financial Partners May 2012 - August 2012
Goodlife Team May 2011 - August 2011
The University of Texas at Austin May 2010 - August 2010
Skills
Real Estate, Marketing, Financial Analysis, Social Media Marketing, Market Research, Microsoft Excel, Sales, Social Media, Business Development, Public Speaking, Marketing Strategy, Leadership, Online Advertising, Commercial Real Estate..., Entrepreneurship, Valuation, Financial Modeling, Analysis, Business Strategy, Risk Management, Investments, Account Management, Team Building, Finance, Strategic Planning, Fundraising, Friendly Personality, Contract Negotiation
Education
The University of Texas at Austin
Bachelor of Business Administration (B.B.A.), Finance
Asterra August 2013 - Present
Asterra May 2013 - August 2013
National Financial Partners May 2012 - August 2012
Goodlife Team May 2011 - August 2011
The University of Texas at Austin May 2010 - August 2010
Skills
Real Estate, Marketing, Financial Analysis, Social Media Marketing, Market Research, Microsoft Excel, Sales, Social Media, Business Development, Public Speaking, Marketing Strategy, Leadership, Online Advertising, Commercial Real Estate..., Entrepreneurship, Valuation, Financial Modeling, Analysis, Business Strategy, Risk Management, Investments, Account Management, Team Building, Finance, Strategic Planning, Fundraising, Friendly Personality, Contract Negotiation
Education
The University of Texas at Austin
Bachelor of Business Administration (B.B.A.), Finance
Ben Brajtbord Ben Brajtbord's National Financial Partners Experience January 2014 - Present
Job Investment Consultant at National Financial Partners
Industry Financial Services
Experience
National Financial Partners January 2014 - Present
Media.net March 2012 - January 2014
TEKsystems July 2011 - March 2012
Labatt Food Service April 2009 - June 2011
Skills
Asset Allocation, Mutual Funds, Investment Advisory, Business Development, Portfolio Management, Variable Annuities, Account Management, Financial Planning, Sales, Online Advertising, New Business Development, Marketing, Marketing Strategy, Strategic Planning, Team Building, Market Research, Lead Generation, Strategic Partnerships, CRM, Online Marketing, Social Media Marketing, Talent Acquisition
Education
Trinity University 2005 — 2008
BA, History
National Financial Partners January 2014 - Present
Media.net March 2012 - January 2014
TEKsystems July 2011 - March 2012
Labatt Food Service April 2009 - June 2011
Skills
Asset Allocation, Mutual Funds, Investment Advisory, Business Development, Portfolio Management, Variable Annuities, Account Management, Financial Planning, Sales, Online Advertising, New Business Development, Marketing, Marketing Strategy, Strategic Planning, Team Building, Market Research, Lead Generation, Strategic Partnerships, CRM, Online Marketing, Social Media Marketing, Talent Acquisition
Education
Trinity University 2005 — 2008
BA, History
Stephanie Rivillas Stephanie Rivillas's National Financial Partners Experience December 1999 - June 2001
Job Realtor at Better Homes and Gardens Real Estate Florida 1st
Industry Commercial Real Estate
Experience
Better Homes and Gardens Real Estate Florida 1st July 2014 - Present
Reliance Housing Foundation January 2013 - January 2014
CBRE Inc October 2006 - January 2013
FMHC Corporation June 2001 - November 2005
National Financial Partners December 1999 - June 2001
Skills
License Real Estate..., Microsoft Excel, Microsoft Word, Microsoft Share Point, Microsoft Power Point, Microsoft Office, Accounting, Bookkeeping, Payroll, Project Management, Databases, SharePoint, Training, Organization, Account Management, Budget Process, Business Strategy, Time Management, People Skills, PowerPoint, Communication, Leases, Real Estate, Process Improvement, Human Resources, Budgets, Finance, Real Estate Transactions, Strategic Planning, Management
Education
University of Illinois at Chicago 1995 — 1999
Bachelor of Arts (B.A.), Psychology
Better Homes and Gardens Real Estate Florida 1st July 2014 - Present
Reliance Housing Foundation January 2013 - January 2014
CBRE Inc October 2006 - January 2013
FMHC Corporation June 2001 - November 2005
National Financial Partners December 1999 - June 2001
Skills
License Real Estate..., Microsoft Excel, Microsoft Word, Microsoft Share Point, Microsoft Power Point, Microsoft Office, Accounting, Bookkeeping, Payroll, Project Management, Databases, SharePoint, Training, Organization, Account Management, Budget Process, Business Strategy, Time Management, People Skills, PowerPoint, Communication, Leases, Real Estate, Process Improvement, Human Resources, Budgets, Finance, Real Estate Transactions, Strategic Planning, Management
Education
University of Illinois at Chicago 1995 — 1999
Bachelor of Arts (B.A.), Psychology
Shaker Choudhury's National Financial Partners Experience November 2001 - January 2002
Job Vice President at GSO Capital Partners
Industry Financial Services
Experience
GSO Capital Partners The Blackstone Group September 2014 - Present
Prosiris Capital Management March 2013 - September 2014
Brencourt Advisors November 2011 - March 2013
Serengeti Asset Management July 2007 - November 2011
CIFG September 2006 - July 2007
Cleary Gottlieb July 2002 - September 2006
Union College January 2001 - June 2002
National Financial Partners November 2001 - January 2002
Morgan Stanley Smith Barney April 2001 - August 2001
Skills
Financing – Prime..., Reporting – Risk..., Treasury Management –..., Documentation – ISDA,..., Compliance – Hedge Fund..., Operations Management –..., Fund Formation and..., Project Management, Cash, Valuation, Fixed Income, Equities, Credit Analysis, Portfolio Management, Trading, Hedge Funds, Financial Modeling, Derivatives, Investments, Structured Finance, FX Options, Financial Analysis, Options, Finance, Equity Derivatives
Education
Union College 1998 — 2002
BS, Double Major, Managerial Economics (Finance), Management Information Systems, Dean’s List and full academic scholarship for entire college tenure
NYU-SCPS 2011 — 2012
Certificate Programs in Credit Analysis and Financial Risk Management
Investment Banking Institute 2007 — 2007
Financial Analyst Trainee
NYSSA
Distressed Debt Investing
Standard & Poor’s - Education Progam
Principles of Structured Finance
Scholastica 1990 — 1996
O-Level and A-Level
GSO Capital Partners The Blackstone Group September 2014 - Present
Prosiris Capital Management March 2013 - September 2014
Brencourt Advisors November 2011 - March 2013
Serengeti Asset Management July 2007 - November 2011
CIFG September 2006 - July 2007
Cleary Gottlieb July 2002 - September 2006
Union College January 2001 - June 2002
National Financial Partners November 2001 - January 2002
Morgan Stanley Smith Barney April 2001 - August 2001
Skills
Financing – Prime..., Reporting – Risk..., Treasury Management –..., Documentation – ISDA,..., Compliance – Hedge Fund..., Operations Management –..., Fund Formation and..., Project Management, Cash, Valuation, Fixed Income, Equities, Credit Analysis, Portfolio Management, Trading, Hedge Funds, Financial Modeling, Derivatives, Investments, Structured Finance, FX Options, Financial Analysis, Options, Finance, Equity Derivatives
Education
Union College 1998 — 2002
BS, Double Major, Managerial Economics (Finance), Management Information Systems, Dean’s List and full academic scholarship for entire college tenure
NYU-SCPS 2011 — 2012
Certificate Programs in Credit Analysis and Financial Risk Management
Investment Banking Institute 2007 — 2007
Financial Analyst Trainee
NYSSA
Distressed Debt Investing
Standard & Poor’s - Education Progam
Principles of Structured Finance
Scholastica 1990 — 1996
O-Level and A-Level
Bob Wiggins, CSM, PMP, MBA, MS Bob Wiggins, CSM, PMP, MBA, MS's National Financial Partners Experience February 2014 - March 2015
Job Experienced Project Manager, Product Manager, Software Developer
Industry Information Technology and Services
Experience
in Transition April 2015 - Present
National Financial Partners February 2014 - March 2015
Emerson Process Management April 2008 - February 2014
Emerson Process Management October 1996 - March 2008
Austin Community College August 1998 - May 1999
Houston Advanced Research Center December 1995 - October 1996
Shell Oil Company February 1995 - December 1995
Contract work 10/89 - 12/93 October 1989 - December 1993
Lockheed Missiles and Space March 1988 - October 1989
Skills
Product Marketing, Product Management, Business Analysis, Business Strategy, Marketing Strategy, Software Project..., Software Development, Software Engineering, Engineering Management, C#, C++, SQL, Process Control, Engineering, .NET, Programming, ASP.NET, Testing, Cross-functional Team..., Strategy, Project Management, Process Improvement
Education
University of Phoenix 2005 — 2007
MBA, Technology Management
University of Houston 1992 — 1994
MS, Computer Science
University of Houston-Clear Lake 1985 — 1987
BS, Computer Science
in Transition April 2015 - Present
National Financial Partners February 2014 - March 2015
Emerson Process Management April 2008 - February 2014
Emerson Process Management October 1996 - March 2008
Austin Community College August 1998 - May 1999
Houston Advanced Research Center December 1995 - October 1996
Shell Oil Company February 1995 - December 1995
Contract work 10/89 - 12/93 October 1989 - December 1993
Lockheed Missiles and Space March 1988 - October 1989
Skills
Product Marketing, Product Management, Business Analysis, Business Strategy, Marketing Strategy, Software Project..., Software Development, Software Engineering, Engineering Management, C#, C++, SQL, Process Control, Engineering, .NET, Programming, ASP.NET, Testing, Cross-functional Team..., Strategy, Project Management, Process Improvement
Education
University of Phoenix 2005 — 2007
MBA, Technology Management
University of Houston 1992 — 1994
MS, Computer Science
University of Houston-Clear Lake 1985 — 1987
BS, Computer Science
Lindsey Lornell Lindsey Lornell's National Financial Partners Experience May 2012 - Present
Job Account Executive at National Financial Partners
Industry Management Consulting
Experience
NFP Corporate Services (NY) January 2013 - Present
National Financial Partners May 2012 - Present
Towers Watson September 2010 - June 2012
Skills
Employee Benefits, Leadership, Microsoft Excel, Strategy, Account Management, Health Insurance
Education
University of Massachusetts, Amherst 2006 — 2010
B.A, Economics
NFP Corporate Services (NY) January 2013 - Present
National Financial Partners May 2012 - Present
Towers Watson September 2010 - June 2012
Skills
Employee Benefits, Leadership, Microsoft Excel, Strategy, Account Management, Health Insurance
Education
University of Massachusetts, Amherst 2006 — 2010
B.A, Economics
Jeremy Elliott CPA, CFP® Jeremy Elliott CPA, CFP®'s National Financial Partners Experience May 2012 - Present
Job Managing Director at NFP
Industry Financial Services
Experience
National Financial Partners May 2012 - Present
Elliott Davis Investment Advisors, LLC October 2008 - May 2012
Elliott Davis Wealth Management January 1999 - October 2008
Skills
Strategic Financial..., Estate Planning, Retirement, Valuation, Wealth Management..., 401k, Retirement Planning, Investments, Tax, Profit Sharing, Financial Planners, Asset Managment, Financial Analysis, High Net Worth..., Financial Advisory, Retirement Plan..., Investment Selection, Fiduciary Management, Personal Financial..., Investment Portfolio...
Education
University of South Carolina-Columbia 1991 — 1992
Master of Accountancy
University of South Carolina-Columbia 1988 — 1991
B.S.B.A, Finance
National Financial Partners May 2012 - Present
Elliott Davis Investment Advisors, LLC October 2008 - May 2012
Elliott Davis Wealth Management January 1999 - October 2008
Skills
Strategic Financial..., Estate Planning, Retirement, Valuation, Wealth Management..., 401k, Retirement Planning, Investments, Tax, Profit Sharing, Financial Planners, Asset Managment, Financial Analysis, High Net Worth..., Financial Advisory, Retirement Plan..., Investment Selection, Fiduciary Management, Personal Financial..., Investment Portfolio...
Education
University of South Carolina-Columbia 1991 — 1992
Master of Accountancy
University of South Carolina-Columbia 1988 — 1991
B.S.B.A, Finance
Viren Bhakta Viren Bhakta's National Financial Partners Experience May 2013 - August 2013
Job Analyst at Huron Consulting Group
Industry Management Consulting
Experience
Huron Consulting Group April 2014 - Present
National Financial Partners May 2013 - August 2013
Deloitte June 2012 - August 2012
Skills
Statistical Tools, Microsoft Excel, Decision Trees, Microsoft Word, Outlook, MS Excel Pivot Tables
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2013
BBA, Finance
The University of Texas at San Antonio 2009 — 2010
Huron Consulting Group April 2014 - Present
National Financial Partners May 2013 - August 2013
Deloitte June 2012 - August 2012
Skills
Statistical Tools, Microsoft Excel, Decision Trees, Microsoft Word, Outlook, MS Excel Pivot Tables
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2013
BBA, Finance
The University of Texas at San Antonio 2009 — 2010
Monica Won's National Financial Partners Experience May 2014 - August 2014
Job Student at Università Bocconi
Industry Financial Services
Experience
Law Offices of Hass Bashir, LLC October 2014 - January 2015
National Financial Partners May 2014 - August 2014
Raymond James Financial Inc. June 2013 - August 2013
Emeritus 2012 - 2013
Montgomery County Circuit Court June 2011 - May 2012
Skills
Java, Adobe Creative Suite, CAD, Microsoft Excel, Graphic Design, Illustration, Painting, Violin, Pottery, Data Analysis, Financial Reporting, Economics, Microsoft Office, Management, Finance, Financial Accounting, Nonprofits, Research, Microsoft Word, Teaching, Public Speaking, Teamwork, Leadership, PowerPoint, Social Media
Education
Università Commerciale 'Luigi Bocconi' 2015 — 2017
Bachelor of Science (B.Sc.), International Finance, 28/30
University of Notre Dame 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Studio Art
Winston Churchill Highschool 2008 — 2012
Math, Science & Technology Academy
Law Offices of Hass Bashir, LLC October 2014 - January 2015
National Financial Partners May 2014 - August 2014
Raymond James Financial Inc. June 2013 - August 2013
Emeritus 2012 - 2013
Montgomery County Circuit Court June 2011 - May 2012
Skills
Java, Adobe Creative Suite, CAD, Microsoft Excel, Graphic Design, Illustration, Painting, Violin, Pottery, Data Analysis, Financial Reporting, Economics, Microsoft Office, Management, Finance, Financial Accounting, Nonprofits, Research, Microsoft Word, Teaching, Public Speaking, Teamwork, Leadership, PowerPoint, Social Media
Education
Università Commerciale 'Luigi Bocconi' 2015 — 2017
Bachelor of Science (B.Sc.), International Finance, 28/30
University of Notre Dame 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Studio Art
Winston Churchill Highschool 2008 — 2012
Math, Science & Technology Academy
Josh Linthicum Josh Linthicum's National Financial Partners Experience March 2010 - July 2011
Job Regional Director of IT & Business Engagement
Industry Gambling & Casinos
Experience
Caesars Entertainment Corporation April 2012 - Present
Caesars Entertainment July 2011 - April 2012
National Financial Partners March 2010 - July 2011
National Financial Partners September 2007 - March 2010
The Lloyd Group January 1998 - September 2007
University of California - Dept. of Anesthiology July 1997 - December 1997
Skills
IT Strategy, Disaster Recovery, Program Management, Security, Compliance, Infrastructure, Active Directory, Enterprise Software, Team Building, Process Improvement, Business Analysis, ITIL, VMware, Business Intelligence, Change Management, Architectures, Network Administration, IT Management, Strategic Planning, Virtualization, Leadership, Vendor Management, Contract Negotiation, CRM, Information Security, Management, Integration, Networking, Service Delivery, Enterprise Architecture, Technical Support, Governance, Software Development, IT Operations, Real Money Online Gaming, Geolocation, E-commerce
Education
University of Pennsylvania 1993 — 1997
BSE, Bioengineering, Mathematics
Haddonfield Memorial High School 1989 — 1993
Caesars Entertainment Corporation April 2012 - Present
Caesars Entertainment July 2011 - April 2012
National Financial Partners March 2010 - July 2011
National Financial Partners September 2007 - March 2010
The Lloyd Group January 1998 - September 2007
University of California - Dept. of Anesthiology July 1997 - December 1997
Skills
IT Strategy, Disaster Recovery, Program Management, Security, Compliance, Infrastructure, Active Directory, Enterprise Software, Team Building, Process Improvement, Business Analysis, ITIL, VMware, Business Intelligence, Change Management, Architectures, Network Administration, IT Management, Strategic Planning, Virtualization, Leadership, Vendor Management, Contract Negotiation, CRM, Information Security, Management, Integration, Networking, Service Delivery, Enterprise Architecture, Technical Support, Governance, Software Development, IT Operations, Real Money Online Gaming, Geolocation, E-commerce
Education
University of Pennsylvania 1993 — 1997
BSE, Bioengineering, Mathematics
Haddonfield Memorial High School 1989 — 1993
June Nguyen, PMP June Nguyen, PMP's National Financial Partners Experience December 2007 - April 2008
Job Interactive Project Manager
Industry Information Technology and Services
Experience
Tocquigny June 2009 - August 2011
Cooper Consulting June 2007 - October 2008
National Financial Partners December 2007 - April 2008
Harbour Consulting Group August 2000 - October 2006
Skills
ASP.NET, Visual Studio, C#, Web Applications, AJAX, .NET, Microsoft SQL Server, TFS, T-SQL, SSIS, IIS, WCF, Agile Methodologies, JavaScript, ASP, Oracle, VB.NET, Web Design, Web Development, Project Management
Education
St Edward's University Professional Education 2013 — 2013
Project Management
Dale Carnegie
The University of Texas at Austin - The Red McCombs School of Business
BBA, Management Information Systems, Biology-PreMed, French
Tocquigny June 2009 - August 2011
Cooper Consulting June 2007 - October 2008
National Financial Partners December 2007 - April 2008
Harbour Consulting Group August 2000 - October 2006
Skills
ASP.NET, Visual Studio, C#, Web Applications, AJAX, .NET, Microsoft SQL Server, TFS, T-SQL, SSIS, IIS, WCF, Agile Methodologies, JavaScript, ASP, Oracle, VB.NET, Web Design, Web Development, Project Management
Education
St Edward's University Professional Education 2013 — 2013
Project Management
Dale Carnegie
The University of Texas at Austin - The Red McCombs School of Business
BBA, Management Information Systems, Biology-PreMed, French
Kathy McGuire (Standridge) CFP® Kathy McGuire (Standridge) CFP®'s National Financial Partners Experience 2005 - 2008
Job Serving Shreveport Bossier, LA & Austin, TX
Industry Financial Services
Experience
Thornhill Securities, Inc June 2015 - Present
Independent Financial Advisor March 1993 - Present
Kilpatrick Financial, Inc. 2009 - January 2013
Kilpatrick Life Insurance Company 2009 - January 2013
NFP Securities, Inc. March 2006 - 2008
National Financial Partners 2005 - 2008
NFP 2005 - 2008
Resource Financial Group 2001 - 2005
H.D. Vest Financial Services September 1989 - January 2001
H.D. Vest Financial Services 1989 - 2001
Skills
Advertising, Alternative Investments, Asset Allocation, FINRA, Finance, Financial Advisory, Financial Services, Fixed Annuities, Insurance, Investment Advisory, Investments, Management, Marketing, Mutual Funds, Relationship Management, Retirement, Retirement Planning, Securities, Series 24, Series 63, Series 7, Strategic Planning, Wealth Management
Education
University of Central Arkansas 1984 — 1988
BBA, Management
McClellan High School 1982 — 1984
HS Dimploma
Thornhill Securities, Inc June 2015 - Present
Independent Financial Advisor March 1993 - Present
Kilpatrick Financial, Inc. 2009 - January 2013
Kilpatrick Life Insurance Company 2009 - January 2013
NFP Securities, Inc. March 2006 - 2008
National Financial Partners 2005 - 2008
NFP 2005 - 2008
Resource Financial Group 2001 - 2005
H.D. Vest Financial Services September 1989 - January 2001
H.D. Vest Financial Services 1989 - 2001
Skills
Advertising, Alternative Investments, Asset Allocation, FINRA, Finance, Financial Advisory, Financial Services, Fixed Annuities, Insurance, Investment Advisory, Investments, Management, Marketing, Mutual Funds, Relationship Management, Retirement, Retirement Planning, Securities, Series 24, Series 63, Series 7, Strategic Planning, Wealth Management
Education
University of Central Arkansas 1984 — 1988
BBA, Management
McClellan High School 1982 — 1984
HS Dimploma
Steven S. Zeiger Steven S. Zeiger's National Financial Partners Experience 2011 - July 2014
Job Helping Attorneys, CPAs and RIAs increase their business enterprise in the UHNW marketplace.
Industry Financial Services
Experience
WaxmanCavnerLawson- M Financial Holdings December 2014 - Present
National Financial Partners 2011 - July 2014
Veralytic New York Insurance Banking Center January 2005 - January 2012
Private Client Group, LLC August 2006 - September 2010
Corporate Compensation Plans January 2000 - March 2005
Education
University of Pennsylvania - The Wharton School 1990 — 1992
CEBS, Finance, Insurance, Investments
State University of New York at Albany 1982 — 1986
BS in Finance, B.S. in Finance, Minor is Psychology and Sociology
Lynbrook High
WaxmanCavnerLawson- M Financial Holdings December 2014 - Present
National Financial Partners 2011 - July 2014
Veralytic New York Insurance Banking Center January 2005 - January 2012
Private Client Group, LLC August 2006 - September 2010
Corporate Compensation Plans January 2000 - March 2005
Education
University of Pennsylvania - The Wharton School 1990 — 1992
CEBS, Finance, Insurance, Investments
State University of New York at Albany 1982 — 1986
BS in Finance, B.S. in Finance, Minor is Psychology and Sociology
Lynbrook High
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)
Dipti Sharma Dipti Sharma's National Financial Partners Experience February 2013 - October 2013
Job Relationship Banker at JPMorgan Chase Bank NA
Industry Financial Services
Experience
JP Morgan Chase Bank NA June 2014 - Present
Flushing Bank February 2013 - June 2014
National Financial Partners February 2013 - October 2013
The Johnston Group June 2011 - November 2012
LSBE Financial Markets Program April 2010 - May 2011
University of Minnesota September 2008 - May 2011
Nankai University May 2010 - June 2010
University of Minnesota January 2010 - May 2010
Sierra Club July 2007 - August 2007
Education
University of Minnesota Duluth 2007 — 2011
Bachelors of Business Administration, Financial Markets Finance
JP Morgan Chase Bank NA June 2014 - Present
Flushing Bank February 2013 - June 2014
National Financial Partners February 2013 - October 2013
The Johnston Group June 2011 - November 2012
LSBE Financial Markets Program April 2010 - May 2011
University of Minnesota September 2008 - May 2011
Nankai University May 2010 - June 2010
University of Minnesota January 2010 - May 2010
Sierra Club July 2007 - August 2007
Education
University of Minnesota Duluth 2007 — 2011
Bachelors of Business Administration, Financial Markets Finance
Stan Barton Stan Barton's National Financial Partners Experience June 2008 - December 2013
Job Former EVP General Counsel, National Financial Partners
Industry Financial Services
Experience
National Financial Partners June 2008 - December 2013
National Financial Partners September 2005 - May 2008
Baetz & Barton, LLP March 2003 - August 2005
Frim formerly known as Dewey LeBoeuf August 1998 - February 2003
Education
University of Notre Dame 1984 — 1987
JD, Law
University of Michigan 1980 — 1984
BA, Business Organizations
National Financial Partners June 2008 - December 2013
National Financial Partners September 2005 - May 2008
Baetz & Barton, LLP March 2003 - August 2005
Frim formerly known as Dewey LeBoeuf August 1998 - February 2003
Education
University of Notre Dame 1984 — 1987
JD, Law
University of Michigan 1980 — 1984
BA, Business Organizations
Graeme Lee, AIF®'s National Financial Partners Experience August 2012 - Present
Job AVP, Business Consulting at National Financial Partners
Industry Investment Management
Experience
National Financial Partners August 2012 - Present
LPL Financial February 2010 - August 2012
Union Bank of Switzerland December 2009 - February 2010
LPL Financial May 2004 - July 2009
UVEST Financial Services April 2004 - May 2006
Skills
Investments, Securities, Series 7, Mutual Funds, Asset Management, Investment Advisory, Banking, Coaching, Equities, Public Speaking, Strategic Planning, Business Strategy, New Business Development, Negotiation, Team Building, Budgeting, Team Leadership, Excel, Portfolio Management, Financial Services, Finance, Financial Advisory, Asset Allocation, Wealth Management, Series 63, Investment Strategies, Retirement, Series 65, Investment Management
Education
University of North Carolina at Charlotte 2002 — 2006
Bachlor of Science, Business Administration
University of North Carolina at Charlotte - Belk College of Business 2002 — 2006
Bachlor of Science, Business Administration and Management, General
National Financial Partners August 2012 - Present
LPL Financial February 2010 - August 2012
Union Bank of Switzerland December 2009 - February 2010
LPL Financial May 2004 - July 2009
UVEST Financial Services April 2004 - May 2006
Skills
Investments, Securities, Series 7, Mutual Funds, Asset Management, Investment Advisory, Banking, Coaching, Equities, Public Speaking, Strategic Planning, Business Strategy, New Business Development, Negotiation, Team Building, Budgeting, Team Leadership, Excel, Portfolio Management, Financial Services, Finance, Financial Advisory, Asset Allocation, Wealth Management, Series 63, Investment Strategies, Retirement, Series 65, Investment Management
Education
University of North Carolina at Charlotte 2002 — 2006
Bachlor of Science, Business Administration
University of North Carolina at Charlotte - Belk College of Business 2002 — 2006
Bachlor of Science, Business Administration and Management, General
Brandon Geer's National Financial Partners Experience June 2010 - August 2010
Job Financial Investment Professional at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2012 - Present
University of Michigan September 2008 - April 2012
Merrill Lynch May 2011 - August 2011
National Financial Partners June 2010 - August 2010
The Cormac Group May 2010 - July 2010
Alpha Epsilon Pi August 2009 - May 2010
Genscape, Inc. May 2009 - August 2009
Cobalt Ventures, LLC May 2008 - June 2008
Yum! Brands May 2007 - August 2007
Education
University of Michigan 2008 — 2012
B.A., Political Science
Goldman Sachs June 2012 - Present
University of Michigan September 2008 - April 2012
Merrill Lynch May 2011 - August 2011
National Financial Partners June 2010 - August 2010
The Cormac Group May 2010 - July 2010
Alpha Epsilon Pi August 2009 - May 2010
Genscape, Inc. May 2009 - August 2009
Cobalt Ventures, LLC May 2008 - June 2008
Yum! Brands May 2007 - August 2007
Education
University of Michigan 2008 — 2012
B.A., Political Science
Meredith Woods's National Financial Partners Experience July 2006 - March 2010
Job Administrative Specialist at Austin Energy
Industry Utilities
Experience
Austin Energy March 2010 - Present
National Financial Partners July 2006 - March 2010
Universal Studios August 2004 - July 2006
Walt Disney World Swan and Dolphin March 2002 - August 2004
Walt Disney World January 2000 - June 2004
Fairfield Public Library August 1995 - August 1999
Skills
Energy, Microsoft Office, Contract Management, Renewable Energy, Smart Grid, Access, Customer Service, Outlook, Microsoft Word, Spreadsheets, PowerPoint, Project Planning, Program Management, Software Documentation, Analysis
Education
University of Central Florida 2002 — 2004
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Frontier Community College 1997 — 1999
Associate of Science (A.S.), General Studies
Austin Energy March 2010 - Present
National Financial Partners July 2006 - March 2010
Universal Studios August 2004 - July 2006
Walt Disney World Swan and Dolphin March 2002 - August 2004
Walt Disney World January 2000 - June 2004
Fairfield Public Library August 1995 - August 1999
Skills
Energy, Microsoft Office, Contract Management, Renewable Energy, Smart Grid, Access, Customer Service, Outlook, Microsoft Word, Spreadsheets, PowerPoint, Project Planning, Program Management, Software Documentation, Analysis
Education
University of Central Florida 2002 — 2004
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Frontier Community College 1997 — 1999
Associate of Science (A.S.), General Studies
Regan Davis Regan Davis's National Financial Partners Experience July 2009 - December 2009
Job Procurement Analytics at Dell
Industry Logistics and Supply Chain
Experience
Dell February 2015 - Present
Dell April 2014 - February 2015
The University of Texas at Austin January 2013 - April 2013
Reddwerks Corporation June 2013 - 2013
Dr Pepper Snapple Group May 2012 - August 2012
AMD January 2012 - April 2012
Lucy's Fried Chicken January 2012 - April 2012
Red House Pizzeria January 2010 - May 2011
National Financial Partners July 2009 - December 2009
National Financial Partners October 2007 - July 2009
Skills
Financial Analysis, Analytics, Process Improvement, Supply Chain Management, Business Process..., Data Analysis, Six Sigma, Financial Modeling, Cross-functional Team..., Project Mapping, Project Planning, Big Data, Operations Management, Microsoft Excel, Forecasting, Operational Efficiency, Revenue Modeling, Team Leadership, Business Strategy, Pricing Optimization, Presentations, Logistics
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
MBA
The University of Texas at Austin - The Red McCombs School of Business
BBA
Dell February 2015 - Present
Dell April 2014 - February 2015
The University of Texas at Austin January 2013 - April 2013
Reddwerks Corporation June 2013 - 2013
Dr Pepper Snapple Group May 2012 - August 2012
AMD January 2012 - April 2012
Lucy's Fried Chicken January 2012 - April 2012
Red House Pizzeria January 2010 - May 2011
National Financial Partners July 2009 - December 2009
National Financial Partners October 2007 - July 2009
Skills
Financial Analysis, Analytics, Process Improvement, Supply Chain Management, Business Process..., Data Analysis, Six Sigma, Financial Modeling, Cross-functional Team..., Project Mapping, Project Planning, Big Data, Operations Management, Microsoft Excel, Forecasting, Operational Efficiency, Revenue Modeling, Team Leadership, Business Strategy, Pricing Optimization, Presentations, Logistics
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
MBA
The University of Texas at Austin - The Red McCombs School of Business
BBA
Jinzhen Chen's National Financial Partners Experience 2007 - Present
Job Microsoft Certified Solution Developer for C# .NET
Industry Computer Software
Experience
NFP 2007 - Present
National Financial Partners 2007 - Present
ACS Inc July 2006 - October 2007
Pinion Software February 2000 - June 2006
Infraworks February 2000 - June 2006
Skills
C#, ASP.NET, .NET, Web Applications, Java, OOP, Linux, MySQL, Microsoft SQL Server, Databases, Software Development, Integration, Agile Methodologies, Windows, SDLC, SSIS, T-SQL, Unix, Web Services, Database Design, Architecture, Multithreading, Visual Basic, WCF, Programming, IIS, XML, SOA, SSRS, ASP.NET MVC, LINQ, Visual Studio, AJAX, VB.NET, VSS, SQL, Software Project..., Scrum, jQuery, Enterprise Architecture, Oracle, JavaScript, WPF, Architectures
Education
University of Arkansas at Little Rock 1998 — 1999
Masters Degree, Applied Science
Xiamen University
NFP 2007 - Present
National Financial Partners 2007 - Present
ACS Inc July 2006 - October 2007
Pinion Software February 2000 - June 2006
Infraworks February 2000 - June 2006
Skills
C#, ASP.NET, .NET, Web Applications, Java, OOP, Linux, MySQL, Microsoft SQL Server, Databases, Software Development, Integration, Agile Methodologies, Windows, SDLC, SSIS, T-SQL, Unix, Web Services, Database Design, Architecture, Multithreading, Visual Basic, WCF, Programming, IIS, XML, SOA, SSRS, ASP.NET MVC, LINQ, Visual Studio, AJAX, VB.NET, VSS, SQL, Software Project..., Scrum, jQuery, Enterprise Architecture, Oracle, JavaScript, WPF, Architectures
Education
University of Arkansas at Little Rock 1998 — 1999
Masters Degree, Applied Science
Xiamen University
Cole Hentschel's National Financial Partners Experience May 2012 - January 2013
Job
Industry Capital Markets
Experience
First Public January 2013 - Present
National Financial Partners May 2012 - January 2013
Drillinginfo March 2011 - May 2012
Capital Group February 2010 - February 2011
JPMorgan Chase April 2008 - February 2010
Education
University of Arkansas 2003 — 2007
BA, Economics
First Public January 2013 - Present
National Financial Partners May 2012 - January 2013
Drillinginfo March 2011 - May 2012
Capital Group February 2010 - February 2011
JPMorgan Chase April 2008 - February 2010
Education
University of Arkansas 2003 — 2007
BA, Economics
R. Thomas Woodward's National Financial Partners Experience September 2001 - Present
Job
Industry Financial Services
Experience
The Meltzer Companies 2003 - Present
National Financial Partners September 2001 - Present
Skills
Estate Planning, Wealth Management, Investment Advisory, Employee Benefits, Retirement, Executive Compensation, Annuities, Disability Insurance, Asset Management, Investments, Portfolio Management, Securities, Insurance, Financial Planning, Mutual Funds, Private Equity, Mergers, Financial Analysis, Risk Management, Due Diligence, Business Planning, Corporate Finance, Alternative Investments, Funding, Financial Modeling, Series 7, Compliance, Retirement Planning, Long Term Care, Real Estate, Business Strategy, Valuation, Equities, Investment Banking, Succession Planning, Mortgage, Credit, Tax, Investment Strategies, Life Insurance, Strategic Financial..., Fixed Annuities, Long-term Care, Financial Advisory, Asset Allocation, Series 63, Property & Casualty..., 401k, Wealth Management...
Education
University of Maryland - Robert H. Smith School of Business 1999 — 2001
BS. Magna Cum Laude, Business, Economics, Finance
University of Dayton 1997 — 1999
Business
Georgetown Preparatory School 1993 — 1997
Little Flower
The Meltzer Companies 2003 - Present
National Financial Partners September 2001 - Present
Skills
Estate Planning, Wealth Management, Investment Advisory, Employee Benefits, Retirement, Executive Compensation, Annuities, Disability Insurance, Asset Management, Investments, Portfolio Management, Securities, Insurance, Financial Planning, Mutual Funds, Private Equity, Mergers, Financial Analysis, Risk Management, Due Diligence, Business Planning, Corporate Finance, Alternative Investments, Funding, Financial Modeling, Series 7, Compliance, Retirement Planning, Long Term Care, Real Estate, Business Strategy, Valuation, Equities, Investment Banking, Succession Planning, Mortgage, Credit, Tax, Investment Strategies, Life Insurance, Strategic Financial..., Fixed Annuities, Long-term Care, Financial Advisory, Asset Allocation, Series 63, Property & Casualty..., 401k, Wealth Management...
Education
University of Maryland - Robert H. Smith School of Business 1999 — 2001
BS. Magna Cum Laude, Business, Economics, Finance
University of Dayton 1997 — 1999
Business
Georgetown Preparatory School 1993 — 1997
Little Flower
SueAnne Reynolds's National Financial Partners Experience May 2000 - October 2003
Job Finance Professional
Industry Accounting
Experience
Merck May 2006 - May 2013
Deloitte November 2003 - March 2006
National Financial Partners May 2000 - October 2003
duPont Publishing 1999 - 2000
Skills
Internal Controls, Financial Services, CPA, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, Variance Analysis, Auditing, Accounting, Financial Audits, Forecasting, Managerial Finance, Financial Accounting, US GAAP, Internal Audit
Education
University of South Florida 1989 — 1994
B.S., Accounting
Merck May 2006 - May 2013
Deloitte November 2003 - March 2006
National Financial Partners May 2000 - October 2003
duPont Publishing 1999 - 2000
Skills
Internal Controls, Financial Services, CPA, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, Variance Analysis, Auditing, Accounting, Financial Audits, Forecasting, Managerial Finance, Financial Accounting, US GAAP, Internal Audit
Education
University of South Florida 1989 — 1994
B.S., Accounting
Kim Ragland's National Financial Partners Experience June 2000 - Present
Job AVP, Technology Operations at NFP
Industry Financial Services
Experience
National Financial Partners June 2000 - Present
NFP 2000 - Present
The University of Texas System October 1993 - June 2000
Skills
SSIS, SDLC, Disaster Recovery, Software Project...
Education
The University of Texas at Austin 1989 — 1993
BBA, Management Information Systems
National Financial Partners June 2000 - Present
NFP 2000 - Present
The University of Texas System October 1993 - June 2000
Skills
SSIS, SDLC, Disaster Recovery, Software Project...
Education
The University of Texas at Austin 1989 — 1993
BBA, Management Information Systems
Joel Cough's National Financial Partners Experience January 2013 - April 2014
Job V.P. Relationship Management at U.S. Bank
Industry Financial Services
Experience
U.S. Bank April 2014 - Present
National Financial Partners January 2013 - April 2014
North Star Resource Group February 2011 - January 2013
State Street Bank and Trust 2007 - 2010
USBank December 2002 - July 2007
Skills
Financial Services, Finance, Financial Analysis, Relationship Management, Structured Finance, CDO, Corporate Trust
Education
University of Maine 1996 — 2000
Bachelor of Science, Business Administration
U.S. Bank April 2014 - Present
National Financial Partners January 2013 - April 2014
North Star Resource Group February 2011 - January 2013
State Street Bank and Trust 2007 - 2010
USBank December 2002 - July 2007
Skills
Financial Services, Finance, Financial Analysis, Relationship Management, Structured Finance, CDO, Corporate Trust
Education
University of Maine 1996 — 2000
Bachelor of Science, Business Administration
Lance Jamerson's National Financial Partners Experience April 2006 - April 2009
Job Wealth Manager at Howard Financial Services
Industry Financial Services
Experience
Howard Financial Services October 2013 - Present
Austin Wealth Management November 2011 - September 2013
Revel Financial April 2009 - November 2011
National Financial Partners April 2006 - April 2009
NFP Securities April 2006 - April 2009
NFP April 2006 - April 2009
National Financial Partners 2006 - 2009
National Financial Partners 2006 - 2008
Ameriprise Financial September 2003 - April 2006
American Express Financial Advisors May 2000 - September 2003
Skills
Series 7, Financial Planning, Wealth Management, Estate Planning, Retirement Planning, Investment Advisory, Insurance, Risk Management, Series 24, Succession Planning, Investments, Leadership
Education
The University of Texas at Austin 1996 — 2000
Bachelor of Arts (BA), Economics
The University of Texas at Austin 1996 — 2000
Bachelor's degree, Economics
Howard Financial Services October 2013 - Present
Austin Wealth Management November 2011 - September 2013
Revel Financial April 2009 - November 2011
National Financial Partners April 2006 - April 2009
NFP Securities April 2006 - April 2009
NFP April 2006 - April 2009
National Financial Partners 2006 - 2009
National Financial Partners 2006 - 2008
Ameriprise Financial September 2003 - April 2006
American Express Financial Advisors May 2000 - September 2003
Skills
Series 7, Financial Planning, Wealth Management, Estate Planning, Retirement Planning, Investment Advisory, Insurance, Risk Management, Series 24, Succession Planning, Investments, Leadership
Education
The University of Texas at Austin 1996 — 2000
Bachelor of Arts (BA), Economics
The University of Texas at Austin 1996 — 2000
Bachelor's degree, Economics
Larry Doze's National Financial Partners Experience September 2010 - Present
Job VP, Actuarial Services at National Financial Partners
Industry Insurance
Experience
National Financial Partners September 2010 - Present
Texas International Life Ins Co August 2003 - August 2010
Austin Insurance Management, Inc. November 2002 - August 2010
United Teacher Associates Ins Co December 1992 - November 2002
Pioneer Financial Services 1991 - 1992
Skills
Insurance
Education
University of Iowa 1967 — 1973
MS, Actuarial Science
National Financial Partners September 2010 - Present
Texas International Life Ins Co August 2003 - August 2010
Austin Insurance Management, Inc. November 2002 - August 2010
United Teacher Associates Ins Co December 1992 - November 2002
Pioneer Financial Services 1991 - 1992
Skills
Insurance
Education
University of Iowa 1967 — 1973
MS, Actuarial Science
Janine Abbate's National Financial Partners Experience January 2012 - Present
Job Account Manager at National Financial Partners
Industry Insurance
Experience
National Financial Partners January 2012 - Present
Dreyfuss & Birke Ltd March 2011 - December 2011
Corporate Synergies April 2006 - February 2011
Frank Crystal & Company January 2004 - March 2006
HealthPass April 2002 - December 2003
USCJ June 2000 - August 2001
Education
Union College 1996 — 2000
Bachelor of Arts (B.A.), political Science
National Financial Partners January 2012 - Present
Dreyfuss & Birke Ltd March 2011 - December 2011
Corporate Synergies April 2006 - February 2011
Frank Crystal & Company January 2004 - March 2006
HealthPass April 2002 - December 2003
USCJ June 2000 - August 2001
Education
Union College 1996 — 2000
Bachelor of Arts (B.A.), political Science
Pilar Rial, CPA's National Financial Partners Experience November 2011 - Present
Job Senior Accountant at National Financial Partners
Industry Accounting
Experience
National Financial Partners November 2011 - Present
Weisberg, Mole, Krantz & Goldfarb, LLP July 2008 - November 2011
Skills
Financial Reporting, Accounting, Internal Controls, Tax, Auditing, Financial Accounting, GAAP, Tax Preparation, Corporate Tax, Financial Analysis, CPA, Income Tax, Tax Returns, Accruals, Partnership Taxation
Education
University at Buffalo 2004 — 2008
B.S., Accounting & Finance
National Financial Partners November 2011 - Present
Weisberg, Mole, Krantz & Goldfarb, LLP July 2008 - November 2011
Skills
Financial Reporting, Accounting, Internal Controls, Tax, Auditing, Financial Accounting, GAAP, Tax Preparation, Corporate Tax, Financial Analysis, CPA, Income Tax, Tax Returns, Accruals, Partnership Taxation
Education
University at Buffalo 2004 — 2008
B.S., Accounting & Finance
Jesse Amoroso's National Financial Partners Experience June 2007 - August 2007
Job Vice President at Amoroso's Baking Company
Industry Food Production
Experience
Amoroso's Baking Company July 2013 - Present
Amoroso's Baking Company January 2010 - June 2013
Financo, Inc. 2008 - 2009
National Financial Partners June 2007 - August 2007
Citigroup 2006 - 2006
Institute of Contemporary Art @ Penn 2002 - 2004
Skills
Strategy, Business Development, Ingredients, Marketing Strategy, Competitive Analysis, Food, Financial Modeling, Start-ups, Mergers, Entrepreneurship, Food Industry, Private Equity, Due Diligence, Corporate Development, Food Processing, Business Strategy, Financial Analysis, Corporate Finance, Valuation, Strategic Planning, New Business Development, Investment Banking, Venture Capital, Investments, Strategic Partnerships, Consumer Products
Education
University of Pennsylvania 2004 — 2008
BA, Urban Real Estate & Development
Friends' Central School 1991 — 2004
Amoroso's Baking Company July 2013 - Present
Amoroso's Baking Company January 2010 - June 2013
Financo, Inc. 2008 - 2009
National Financial Partners June 2007 - August 2007
Citigroup 2006 - 2006
Institute of Contemporary Art @ Penn 2002 - 2004
Skills
Strategy, Business Development, Ingredients, Marketing Strategy, Competitive Analysis, Food, Financial Modeling, Start-ups, Mergers, Entrepreneurship, Food Industry, Private Equity, Due Diligence, Corporate Development, Food Processing, Business Strategy, Financial Analysis, Corporate Finance, Valuation, Strategic Planning, New Business Development, Investment Banking, Venture Capital, Investments, Strategic Partnerships, Consumer Products
Education
University of Pennsylvania 2004 — 2008
BA, Urban Real Estate & Development
Friends' Central School 1991 — 2004
Jennifer Strong's National Financial Partners Experience January 2005 - July 2006
Job Executive Director, Client & Marketing Services at RGA Reinsurance
Industry Financial Services
Experience
RGA Reinsurance January 2009 - Present
Banana Pepper Partners, LLC July 2006 - December 2008
National Financial Partners January 2005 - July 2006
Pfizer February 2003 - January 2005
MetLife September 1999 - February 2003
Skills
Insurance, Life Insurance, Business Development, Banking, Strategic Financial..., Business Planning, Strategic Planning, Sales Management, Marketing, Business Strategy, New Business Development, Term Life Insurance, Marketing Strategy, Direct Sales, Sales, Risk Management, Management, Finance, Investments
Education
University of Missouri-Columbia, College of Business 1994 — 1998
BS, Finance
RGA Reinsurance January 2009 - Present
Banana Pepper Partners, LLC July 2006 - December 2008
National Financial Partners January 2005 - July 2006
Pfizer February 2003 - January 2005
MetLife September 1999 - February 2003
Skills
Insurance, Life Insurance, Business Development, Banking, Strategic Financial..., Business Planning, Strategic Planning, Sales Management, Marketing, Business Strategy, New Business Development, Term Life Insurance, Marketing Strategy, Direct Sales, Sales, Risk Management, Management, Finance, Investments
Education
University of Missouri-Columbia, College of Business 1994 — 1998
BS, Finance
Greg Joyner's National Financial Partners Experience 2003 - Present
Job VP Carrier & Product Management
Industry Insurance
Experience
National Financial Partners 2003 - Present
Skills
Series 6, Retirement, Fixed Annuities, Retirement Planning, Insurance, Series 63, Financial Services, Life Insurance, Series 7, Wealth Management, Disability Insurance, Long-term Care, Mutual Funds, Strategy, Term Life Insurance, Securities, 401k
Education
University of Illinois at Urbana-Champaign
National Financial Partners 2003 - Present
Skills
Series 6, Retirement, Fixed Annuities, Retirement Planning, Insurance, Series 63, Financial Services, Life Insurance, Series 7, Wealth Management, Disability Insurance, Long-term Care, Mutual Funds, Strategy, Term Life Insurance, Securities, 401k
Education
University of Illinois at Urbana-Champaign
Brian Wlezien's National Financial Partners Experience May 2012 - August 2012
Job Tax Associate at McGladrey
Industry Accounting
Experience
McGladrey October 2013 - Present
McGladrey January 2013 - April 2013
National Financial Partners May 2012 - August 2012
McGladrey January 2012 - April 2012
University of Illinois at Urbana-Champaign May 2010 - November 2011
Skills
Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, GAAP, Tax Preparation, Customer Service, Tax Research, Corporate Tax
Education
University of Illinois at Urbana-Champaign 2012 — 2013
MAS, Accounting
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
Bachelor of Science (B.S.), Accounting
McGladrey October 2013 - Present
McGladrey January 2013 - April 2013
National Financial Partners May 2012 - August 2012
McGladrey January 2012 - April 2012
University of Illinois at Urbana-Champaign May 2010 - November 2011
Skills
Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, GAAP, Tax Preparation, Customer Service, Tax Research, Corporate Tax
Education
University of Illinois at Urbana-Champaign 2012 — 2013
MAS, Accounting
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
Bachelor of Science (B.S.), Accounting
David Betz's National Financial Partners Experience June 2011 - Present
Job Financial Advisor at National Financial Partners
Industry Financial Services
Experience
National Financial Partners June 2011 - Present
Waddell & Reed March 2009 - April 2010
Skills
Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Mutual Funds, Retirement, Investments, Asset Allocation, Investment Advisory, Financial Advisory, Series 63, Fixed Annuities, Portfolio Management, Investment Strategies, Estate Planning
Education
University of Louisville 1978 — 1981
Business, Management, Marketing, and Related Support Services
National Financial Partners June 2011 - Present
Waddell & Reed March 2009 - April 2010
Skills
Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Mutual Funds, Retirement, Investments, Asset Allocation, Investment Advisory, Financial Advisory, Series 63, Fixed Annuities, Portfolio Management, Investment Strategies, Estate Planning
Education
University of Louisville 1978 — 1981
Business, Management, Marketing, and Related Support Services
Dominguez Marcus's National Financial Partners Experience Accounts CoordinatorNFP2009 - 2010
Job Accounts Coordinator at National Financial Partners
Industry Financial Services
Experience
National Financial Partners Accounts CoordinatorNFP2009 - 2010
Skills
Account Management, Insurance, Salesforce.com, Marketing, Customer Service, Analysis, Social Media Marketing, Leadership, Microsoft Word, New Business Development, Process Improvement, Microsoft Excel, Team Leadership, Strategic Planning, Budgets, Recruiting, Business Planning, Sales Management, Marketing Strategy, Business Development, Project Management, Customer Retention, PowerPoint, Data Analysis, CRM, Management, Sales, Outlook, Microsoft Office, Team Building
Education
The University of Texas at El Paso 1981 — 1984
National Financial Partners Accounts CoordinatorNFP2009 - 2010
Skills
Account Management, Insurance, Salesforce.com, Marketing, Customer Service, Analysis, Social Media Marketing, Leadership, Microsoft Word, New Business Development, Process Improvement, Microsoft Excel, Team Leadership, Strategic Planning, Budgets, Recruiting, Business Planning, Sales Management, Marketing Strategy, Business Development, Project Management, Customer Retention, PowerPoint, Data Analysis, CRM, Management, Sales, Outlook, Microsoft Office, Team Building
Education
The University of Texas at El Paso 1981 — 1984
Brenda Clarke's National Financial Partners Experience June 2006 - May 2009
Job National Sales Coordinatator at Zacks Investment Research
Industry Financial Services
Experience
Zacks Investment Research January 2013 - Present
Career Resource Center, Inc. December 2011 - December 2012
National Financial Partners June 2006 - May 2009
Zacks Investment Research January 1992 - October 1996
UBS O'Connor July 1990 - March 1992
Aon Hewitt May 1988 - July 1990
Skills
Investment Advisory, Financial Advisory, MBA, Actuarial Consulting, Long Term Care Insurance, Strategic Planning, Marketing Management, Certified Financial..., Sales Management, Fundraising, Health Care Reform, Philanthropy, Aging in Place, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint
Education
University of Chicago 1991 — 1993
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
University of Illinois at Urbana-Champaign 1984 — 1988
Bachelor of Science (BS), Mathematics/Finance
Zacks Investment Research January 2013 - Present
Career Resource Center, Inc. December 2011 - December 2012
National Financial Partners June 2006 - May 2009
Zacks Investment Research January 1992 - October 1996
UBS O'Connor July 1990 - March 1992
Aon Hewitt May 1988 - July 1990
Skills
Investment Advisory, Financial Advisory, MBA, Actuarial Consulting, Long Term Care Insurance, Strategic Planning, Marketing Management, Certified Financial..., Sales Management, Fundraising, Health Care Reform, Philanthropy, Aging in Place, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint
Education
University of Chicago 1991 — 1993
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
University of Illinois at Urbana-Champaign 1984 — 1988
Bachelor of Science (BS), Mathematics/Finance
Patrick Sala's National Financial Partners Experience May 2009 - August 2009
Job System Integration Consultant at Accenture
Industry Information Technology and Services
Experience
Accenture September 2013 - Present
Accenture February 2011 - August 2013
Aon Consulting May 2010 - August 2010
National Financial Partners May 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Analysis, SharePoint, CRM, Accounting, Integration, Project Planning, Data Analysis, Outsourcing, Testing, Valuation, Financial Reporting, Business Analysis
Education
University of Notre Dame 2007 — 2010
BA, Accounting, 3.5
Accenture September 2013 - Present
Accenture February 2011 - August 2013
Aon Consulting May 2010 - August 2010
National Financial Partners May 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Analysis, SharePoint, CRM, Accounting, Integration, Project Planning, Data Analysis, Outsourcing, Testing, Valuation, Financial Reporting, Business Analysis
Education
University of Notre Dame 2007 — 2010
BA, Accounting, 3.5
Eric Gaeta's National Financial Partners Experience July 2012 - Present
Job Senior Internal Auditor at NFP
Industry Accounting
Experience
National Financial Partners July 2012 - Present
TravisWolff June 2007 - July 2012
Skills
GAAP, Accounting, Auditing, CPA, Financial Analysis, Financial Reporting, Internal Controls, Sarbanes-Oxley Act
Education
The University of Texas at El Paso 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting
National Financial Partners July 2012 - Present
TravisWolff June 2007 - July 2012
Skills
GAAP, Accounting, Auditing, CPA, Financial Analysis, Financial Reporting, Internal Controls, Sarbanes-Oxley Act
Education
The University of Texas at El Paso 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting
Jenna Dallas's National Financial Partners Experience June 2012 - August 2012
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2013 - Present
National Financial Partners June 2012 - August 2012
Raymond James July 2011 - March 2012
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Goldman Sachs June 2013 - Present
National Financial Partners June 2012 - August 2012
Raymond James July 2011 - March 2012
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance
David Ellel's National Financial Partners Experience September 2010 - June 2011
Job Accounting Professional
Industry Accounting
Experience
Johannes Leonardo April 2011 - June 2011
National Financial Partners September 2010 - June 2011
Wells Fargo Capital Finance July 2006 - May 2010
Project Angel Food February 2006 - March 2006
H&R Block December 2005 - February 2006
Karl Storz Endoscopy May 2005 - September 2005
Network Management Corporation March 2003 - July 2004
Skills
QuickBooks, General Ledger, Payroll, Variance Analysis, Accounts Payable, Invoicing, PowerPoint
Education
UCLA 2004 — 2005
Accounting
University of California, Riverside
Bachelor of Science, Business Administration (Accounting)
University of California, Riverside
Bachelor of Science, Sociology
Johannes Leonardo April 2011 - June 2011
National Financial Partners September 2010 - June 2011
Wells Fargo Capital Finance July 2006 - May 2010
Project Angel Food February 2006 - March 2006
H&R Block December 2005 - February 2006
Karl Storz Endoscopy May 2005 - September 2005
Network Management Corporation March 2003 - July 2004
Skills
QuickBooks, General Ledger, Payroll, Variance Analysis, Accounts Payable, Invoicing, PowerPoint
Education
UCLA 2004 — 2005
Accounting
University of California, Riverside
Bachelor of Science, Business Administration (Accounting)
University of California, Riverside
Bachelor of Science, Sociology
Patti Piña's National Financial Partners Experience September 2011 - Present
Job RFP Analyst/Technical Writer at National Financial Partners
Industry Financial Services
Experience
National Financial Partners September 2011 - Present
Bentall Kennedy March 2000 - June 2010
Ernst & Young May 1995 - March 2000
Skills
Project Management, Marketing Communications, CRM, Social Media Marketing
Education
The University of Texas at Austin
Bachelor's degree
National Financial Partners September 2011 - Present
Bentall Kennedy March 2000 - June 2010
Ernst & Young May 1995 - March 2000
Skills
Project Management, Marketing Communications, CRM, Social Media Marketing
Education
The University of Texas at Austin
Bachelor's degree
Emily Vera's National Financial Partners Experience August 2005 - Present
Job National Financial Partners, P & C,California Region, Account Manager
Industry Financial Services
Experience
National Financial Partners August 2005 - Present
The Home Depot August 2000 - August 2005
Skills
Insurance, Account Management, Financial Services, Risk Management, Financial Analysis, Employee Benefits, Vendor Management, Management, Leadership, Human Resources, Sales, Process Improvement, Small Business, Strategic Planning
Education
University of Phoenix-Southern California Campus 2012 — 2016
Bachelor of Science in Business (BSB), Business Management/Human Resource Management
National Financial Partners August 2005 - Present
The Home Depot August 2000 - August 2005
Skills
Insurance, Account Management, Financial Services, Risk Management, Financial Analysis, Employee Benefits, Vendor Management, Management, Leadership, Human Resources, Sales, Process Improvement, Small Business, Strategic Planning
Education
University of Phoenix-Southern California Campus 2012 — 2016
Bachelor of Science in Business (BSB), Business Management/Human Resource Management
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO