National Financial Services
Industry: Capital market company
DescriptionSubsidiaries: Correspondent Services Corporation, Parent organization: Fidelity Brokerage Company
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National Financial Services Employees
Employee
Years
Job
Industry
Eric Lindsey Eric Lindsey's National Financial Services Experience June 2011 - August 2011
Job Branch Banker at BB&T
Industry Financial Services
Experience
Edward Jones June 2012 - July 2014
Russell House University Union August 2009 - July 2012
National Financial Services June 2011 - August 2011
Triad Advisors May 2011 - June 2011
Skills
Microsoft Office, Word, Excel, PowerPoint, Customer Relations, Series 7, Series 66, Microsoft Excel, Analysis, Microsoft Word, Customer Service, Training, Finance
Education
University of South Carolina - The Moore School of Business 2008 — 2012
Finance, Management
Edward Jones June 2012 - July 2014
Russell House University Union August 2009 - July 2012
National Financial Services June 2011 - August 2011
Triad Advisors May 2011 - June 2011
Skills
Microsoft Office, Word, Excel, PowerPoint, Customer Relations, Series 7, Series 66, Microsoft Excel, Analysis, Microsoft Word, Customer Service, Training, Finance
Education
University of South Carolina - The Moore School of Business 2008 — 2012
Finance, Management
Kin Lim Kin Lim's National Financial Services Experience 2004 - 2007
Job Vice President of Credit Risk at ConvergEx
Industry Investment Management
Experience
ConvergEx May 2015 - Present
JP Morgan Chase October 2012 - April 2015
Apex Clearing 2007 - 2012
UBS Financial Services 2007 - 2007
National Financial Services 2004 - 2007
Fidelity Active Trader Division 2000 - 2004
Fidelity Investments 1998 - 2000
Skills
Collateral Risk..., Market Risk Surveillance, Correspondent Clearing, OTC Equity Trading, Complex Option..., Broker-Dealer Operations, Portfolio Margin, VaR Analysis, Stress Testing, Reg T Lending, Equity Trading, Risk Management, Market Risk, VAR, Options Strategies, Equities, Margin, Investments, Trading, Securities, Capital Markets, Financial Risk, Operational Risk..., Hedge Funds, Fixed Income, Financial Markets, Options, Bloomberg, Portfolio Management, Financial Services, FX Options, Trading Systems, Mutual Funds, Settlement, Series 63, Electronic Trading
Education
Tufts University 1992 — 1996
Double Major, Economics and Political Science
ConvergEx May 2015 - Present
JP Morgan Chase October 2012 - April 2015
Apex Clearing 2007 - 2012
UBS Financial Services 2007 - 2007
National Financial Services 2004 - 2007
Fidelity Active Trader Division 2000 - 2004
Fidelity Investments 1998 - 2000
Skills
Collateral Risk..., Market Risk Surveillance, Correspondent Clearing, OTC Equity Trading, Complex Option..., Broker-Dealer Operations, Portfolio Margin, VaR Analysis, Stress Testing, Reg T Lending, Equity Trading, Risk Management, Market Risk, VAR, Options Strategies, Equities, Margin, Investments, Trading, Securities, Capital Markets, Financial Risk, Operational Risk..., Hedge Funds, Fixed Income, Financial Markets, Options, Bloomberg, Portfolio Management, Financial Services, FX Options, Trading Systems, Mutual Funds, Settlement, Series 63, Electronic Trading
Education
Tufts University 1992 — 1996
Double Major, Economics and Political Science
John Trayler John Trayler's National Financial Services Experience December 2013 - Present
Job at
Industry Insurance
Experience
National Financial Services December 2013 - Present
Best Brands Plus August 2012 - May 2013
State Farm Insurance January 2012 - May 2012
Southwestern Company May 2011 - August 2011
Skills
Sales Presentations, Sales Process, Microsoft Excel, Microsoft Office, Microsoft Word, Communication Skills, Goal Oriented, Advertising
Education
Northwest Missouri State University 2008 — 2013
Bachelor's degree, Business Economics and Finance
National Financial Services December 2013 - Present
Best Brands Plus August 2012 - May 2013
State Farm Insurance January 2012 - May 2012
Southwestern Company May 2011 - August 2011
Skills
Sales Presentations, Sales Process, Microsoft Excel, Microsoft Office, Microsoft Word, Communication Skills, Goal Oriented, Advertising
Education
Northwest Missouri State University 2008 — 2013
Bachelor's degree, Business Economics and Finance
Antonio Crombie, PMP Antonio Crombie, PMP's National Financial Services Experience October 2000 - November 2004
Job Manager at Deloitte Advisory
Industry Investment Management
Experience
Deloitte & Touche LLP August 2014 - Present
Deloitte & Touche LLP July 2011 - August 2014
Mercer October 2007 - July 2011
Fidelity Investments March 2006 - July 2007
Fidelity Investments November 2004 - March 2006
National Financial Services October 2000 - November 2004
Skills
Enterprise Risk..., Investment Management, Mutual Funds, Investment Company Act, Investments, Financial Services, Investment Advisers Act, UCITS, Investment Compliance, Canadian Investment..., Series 7, Investment Advisory, Policy, Governance, Asset Management, Project Management
Education
Suffolk University 2006 — 2013
Master of Science (M.S.)
Rhode Island College 2002 — 2004
BA
Deloitte & Touche LLP August 2014 - Present
Deloitte & Touche LLP July 2011 - August 2014
Mercer October 2007 - July 2011
Fidelity Investments March 2006 - July 2007
Fidelity Investments November 2004 - March 2006
National Financial Services October 2000 - November 2004
Skills
Enterprise Risk..., Investment Management, Mutual Funds, Investment Company Act, Investments, Financial Services, Investment Advisers Act, UCITS, Investment Compliance, Canadian Investment..., Series 7, Investment Advisory, Policy, Governance, Asset Management, Project Management
Education
Suffolk University 2006 — 2013
Master of Science (M.S.)
Rhode Island College 2002 — 2004
BA
William L Wiley PhD, MBA, MFP, RFC William L Wiley PhD, MBA, MFP, RFC's National Financial Services Experience June 2005 - July 2010
Job Registered Investment Advisor & Fiduciary
Industry Financial Services
Experience
W. L. WILEY FINANCIAL STRATEGIES September 2015 - Present
KITTYHAWK WEALTH MANAGEMENT, LLC October 2014 - Present
Global Outreach, INC> May 2014 - Present
Stratos Wealth Partners June 2010 - October 2014
turning point 2011 - 2012
National Financial Services June 2005 - July 2010
The Worldwide AIDS Coalition January 2003 - October 2007
EquitAbility, LLC January 2004 - January 2006
M.K., LLC October 2001 - January 2004
William Wiley & Associates, Inc. August 1997 - September 2001
Skills
Investments, Wealth, Securities, Financial Advisory, Estate Planning, Financial Planners, Retirement Planning, Strategy, Investment Strategies, Private Equity, Wealth Management, Strategic Planning, Life Insurance, Management Consulting, Public Speaking, Retirement, Mutual Funds, Succession Planning, Entrepreneurship, Asset Allocation, Pensions, 401k, Tax Reduction, Fundraising, Finance, Portfolio Management, Asset Management, Long-term Care, Strategic Financial..., Alternative Investments, 401k Rollovers, Exit Strategies, Retirement Plan..., Small Business, Wealth Accumulation, IRAs, Equities, Management, Insurance, Financial Services, Series 63, Disability Insurance, Investment Management, Investment Advisory, ESOP, Health Economics, Mergers & Acquisitions, Healthcare Industry, Fixed Annuities, Charitable Giving...
Education
University of Georgia - Terry College of Business 2008 — 2009
Graduate Studies, Finance and Estate Planning, with Distinction
Golden Gate University - Ageno School of Business -- San Francisco 2001 — 2003
MBA, Ageno School of Business: Finance
Georgia State University 1980 — 1985
BS, Public Administration
W. L. WILEY FINANCIAL STRATEGIES September 2015 - Present
KITTYHAWK WEALTH MANAGEMENT, LLC October 2014 - Present
Global Outreach, INC> May 2014 - Present
Stratos Wealth Partners June 2010 - October 2014
turning point 2011 - 2012
National Financial Services June 2005 - July 2010
The Worldwide AIDS Coalition January 2003 - October 2007
EquitAbility, LLC January 2004 - January 2006
M.K., LLC October 2001 - January 2004
William Wiley & Associates, Inc. August 1997 - September 2001
Skills
Investments, Wealth, Securities, Financial Advisory, Estate Planning, Financial Planners, Retirement Planning, Strategy, Investment Strategies, Private Equity, Wealth Management, Strategic Planning, Life Insurance, Management Consulting, Public Speaking, Retirement, Mutual Funds, Succession Planning, Entrepreneurship, Asset Allocation, Pensions, 401k, Tax Reduction, Fundraising, Finance, Portfolio Management, Asset Management, Long-term Care, Strategic Financial..., Alternative Investments, 401k Rollovers, Exit Strategies, Retirement Plan..., Small Business, Wealth Accumulation, IRAs, Equities, Management, Insurance, Financial Services, Series 63, Disability Insurance, Investment Management, Investment Advisory, ESOP, Health Economics, Mergers & Acquisitions, Healthcare Industry, Fixed Annuities, Charitable Giving...
Education
University of Georgia - Terry College of Business 2008 — 2009
Graduate Studies, Finance and Estate Planning, with Distinction
Golden Gate University - Ageno School of Business -- San Francisco 2001 — 2003
MBA, Ageno School of Business: Finance
Georgia State University 1980 — 1985
BS, Public Administration
A. Marcus Arnold's National Financial Services Experience 2011 - 2013
Job Sales
Industry Telecommunications
Experience
Time Warner Cable August 2013 - Present
National Financial Services 2011 - 2013
Prudential Financial November 2009 - September 2011
Citi May 2007 - August 2009
Citi October 2000 - May 2007
Skills
Series 7, Series 63, Fixed Annuities, Life Insurance, Trading, Long Term Care Insurance, High Net Worth..., Microsoft Office, Banking, Equities, Investments, Sales Operations, Life, 401k, Retirement, Financial Services, Asset Management, Finance, Mutual Funds, Portfolio Management, Retirement Planning
Education
August Martin High School 1993 — 1997
Aviation, Mathematics and Computer Science
Borough of Manhattan Community College
2016, Finance and Financial Management Services
Time Warner Cable August 2013 - Present
National Financial Services 2011 - 2013
Prudential Financial November 2009 - September 2011
Citi May 2007 - August 2009
Citi October 2000 - May 2007
Skills
Series 7, Series 63, Fixed Annuities, Life Insurance, Trading, Long Term Care Insurance, High Net Worth..., Microsoft Office, Banking, Equities, Investments, Sales Operations, Life, 401k, Retirement, Financial Services, Asset Management, Finance, Mutual Funds, Portfolio Management, Retirement Planning
Education
August Martin High School 1993 — 1997
Aviation, Mathematics and Computer Science
Borough of Manhattan Community College
2016, Finance and Financial Management Services
Aaron Shufelt Aaron Shufelt's National Financial Services Experience July 2013 - August 2013
Job Lead Programmer at Second Star Interactive
Industry Computer Games
Experience
Second Star Entertainment January 2013 - Present
National Financial Services July 2013 - August 2013
Purkeys Fleet Electric, Inc. June 2012 - December 2012
GCM Computers, Inc. December 2011 - June 2012
4 Elements, Inc. October 2008 - June 2010
Best Buy January 2006 - August 2008
Skills
C++, C#, Java, JavaScript, Python, SQL, Windows Server..., Linux System..., Transaction SQL, Microsoft SQL Server, BASH Scripting, Desktop Support, Microsoft Visual Studio..., Adobe Creative Suite, Research, Teamwork, Social Media, Public Speaking, Arduino, Linux, Networking, Software Documentation, System Administration, Databases, Programming, Servers, Project Management, Troubleshooting, Computer Hardware, Computer Repair, Disaster Recovery, Management, Hardware, Software Development, Network Administration, Visio, Active Directory, Microsoft Exchange, Team Building, Team Leadership, Network Engineering, Software Design, Integration, Scripting, Android, PHP, Windows, Technical Support, Windows Server, Bash
Education
University of Arkansas at Fayetteville 2006 — 2012
Pending Bachelor's, Physics, Computer Science
NorthWest Arkansas Community College
Springdale High School 2001 — 2004
Highschool Diploma
Second Star Entertainment January 2013 - Present
National Financial Services July 2013 - August 2013
Purkeys Fleet Electric, Inc. June 2012 - December 2012
GCM Computers, Inc. December 2011 - June 2012
4 Elements, Inc. October 2008 - June 2010
Best Buy January 2006 - August 2008
Skills
C++, C#, Java, JavaScript, Python, SQL, Windows Server..., Linux System..., Transaction SQL, Microsoft SQL Server, BASH Scripting, Desktop Support, Microsoft Visual Studio..., Adobe Creative Suite, Research, Teamwork, Social Media, Public Speaking, Arduino, Linux, Networking, Software Documentation, System Administration, Databases, Programming, Servers, Project Management, Troubleshooting, Computer Hardware, Computer Repair, Disaster Recovery, Management, Hardware, Software Development, Network Administration, Visio, Active Directory, Microsoft Exchange, Team Building, Team Leadership, Network Engineering, Software Design, Integration, Scripting, Android, PHP, Windows, Technical Support, Windows Server, Bash
Education
University of Arkansas at Fayetteville 2006 — 2012
Pending Bachelor's, Physics, Computer Science
NorthWest Arkansas Community College
Springdale High School 2001 — 2004
Highschool Diploma
William Staples William Staples's National Financial Services Experience January 2004 - November 2005
Job Analyst at Blue Cross Blue Shield of Massachusetts
Industry Financial Services
Experience
Blue Cross Blue Shield of Massachusetts April 2014 - Present
Blue Cross Blue Shield of Massachusetts April 2013 - Present
LIFEcycle, Inc. January 2010 - March 2011
Blue Cross Blue Shield of Massachusetts September 2009 - December 2009
Bank of America Investment Services November 2005 - March 2009
Fidelity Investment Services January 2004 - November 2005
National Financial Services January 2004 - November 2005
Skills
CRM, Social Media, Employee Benefits, Event Management, Project Management, Microsoft Office, Management, Social Networking, Customer Service, Strategic Planning
Education
Community College of Rhode Island 1999 — 2001
Associates, Liberal Arts
Blue Cross Blue Shield of Massachusetts April 2014 - Present
Blue Cross Blue Shield of Massachusetts April 2013 - Present
LIFEcycle, Inc. January 2010 - March 2011
Blue Cross Blue Shield of Massachusetts September 2009 - December 2009
Bank of America Investment Services November 2005 - March 2009
Fidelity Investment Services January 2004 - November 2005
National Financial Services January 2004 - November 2005
Skills
CRM, Social Media, Employee Benefits, Event Management, Project Management, Microsoft Office, Management, Social Networking, Customer Service, Strategic Planning
Education
Community College of Rhode Island 1999 — 2001
Associates, Liberal Arts
Sheri Smallwood Sheri Smallwood's National Financial Services Experience 2008 - 2013
Job Sheri Smallwood, Chartered
Industry Law Practice
Experience
Sheri Smallwood, Chartered March 1983 - Present
ABA family law section 1983 - 2015
ABA family law section 1983 - 2015
National Financial Services 2008 - 2013
AAML 1990 - 2013
State of Florida 1973 - 1983
Skills
Prenuptial Agreements, Mediation, Litigation, Trials, Family Law, Appeals, Domestic Relations, Trial Practice, Collaborative Law, Wills, Courts, Hearings, Powers of Attorney, Divorce Law, Dispute, Arbitration
Education
Boston University School of Law 1971 — 1973
J.D., Law
University of Rochester 1968 — 1971
B.S.
Sheri Smallwood, Chartered March 1983 - Present
ABA family law section 1983 - 2015
ABA family law section 1983 - 2015
National Financial Services 2008 - 2013
AAML 1990 - 2013
State of Florida 1973 - 1983
Skills
Prenuptial Agreements, Mediation, Litigation, Trials, Family Law, Appeals, Domestic Relations, Trial Practice, Collaborative Law, Wills, Courts, Hearings, Powers of Attorney, Divorce Law, Dispute, Arbitration
Education
Boston University School of Law 1971 — 1973
J.D., Law
University of Rochester 1968 — 1971
B.S.
Dana W. Johnson's National Financial Services Experience February 2000 - February 2004
Job IT Project Manager at Homesite Insurance Group
Industry Insurance
Experience
Homesite Insurance 2012 - Present
RBS Citizens October 2011 - October 2012
Banc of America Investments February 2006 - February 2009
Fidelity Investments February 2004 - February 2006
National Financial Services February 2000 - February 2004
Fidelity Investments August 1996 - February 2000
Skills
Analysis, Investments, Management, Process Improvement
Education
Daniel Webster College 1991 — 1995
BS, Aviation Management
Homesite Insurance 2012 - Present
RBS Citizens October 2011 - October 2012
Banc of America Investments February 2006 - February 2009
Fidelity Investments February 2004 - February 2006
National Financial Services February 2000 - February 2004
Fidelity Investments August 1996 - February 2000
Skills
Analysis, Investments, Management, Process Improvement
Education
Daniel Webster College 1991 — 1995
BS, Aviation Management
Timothy Burnett's National Financial Services Experience July 2010 - April 2011
Job Financial Analyst Consultant at Royal Bank of Scotland
Industry Financial Services
Experience
ING January 2015 - Present
Royal Bank of Scotland April 2011 - November 2014
National Financial Services July 2010 - April 2011
FINRA August 2008 - June 2009
J.P. Morgan Securities February 1997 - August 2008
Smith Barney August 1993 - February 1997
Skills
Equities, Fixed Income, Repo/Reverse repo..., ALDOP Reconciliation, Derivatives, Finance, Analysis
Education
Hunter College
BA, Economics
Mercy College
MS, Financial Securities
ING January 2015 - Present
Royal Bank of Scotland April 2011 - November 2014
National Financial Services July 2010 - April 2011
FINRA August 2008 - June 2009
J.P. Morgan Securities February 1997 - August 2008
Smith Barney August 1993 - February 1997
Skills
Equities, Fixed Income, Repo/Reverse repo..., ALDOP Reconciliation, Derivatives, Finance, Analysis
Education
Hunter College
BA, Economics
Mercy College
MS, Financial Securities
frank simonetti's National Financial Services Experience January 1985 - January 1987
Job VP Sales/Marketing Fire Dept Cost Recovery System
Industry Financial Services
Experience
Fire Department Cost Recovery System April 2014 - Present
Freedom OSS December 2010 - July 2013
Freedom OSS April 2010 - December 2010
Broadridge Financial Solutions January 1998 - October 2009
Broadridge January 1994 - January 1998
ADP January 1990 - January 1994
Drexel Burnham Lambert January 1987 - January 1990
National Financial Services January 1985 - January 1987
Depository Trust Company January 1983 - January 1985
Skills
Sales, Management, Prime Brokerage, CRM, Financial Services, Analysis, Executive Management, Vendor Management, Finance, Fixed Income, Software Documentation, Strategy, Equities, Customer Satisfaction, Project Management
Education
Kingsborough Community CollegeDale Carnegie Certificate
Bachelor's degree
Kingsborough Community College 1982 — 1984
computer science
Cope Vocational Institutional
Computer Science
Fire Department Cost Recovery System April 2014 - Present
Freedom OSS December 2010 - July 2013
Freedom OSS April 2010 - December 2010
Broadridge Financial Solutions January 1998 - October 2009
Broadridge January 1994 - January 1998
ADP January 1990 - January 1994
Drexel Burnham Lambert January 1987 - January 1990
National Financial Services January 1985 - January 1987
Depository Trust Company January 1983 - January 1985
Skills
Sales, Management, Prime Brokerage, CRM, Financial Services, Analysis, Executive Management, Vendor Management, Finance, Fixed Income, Software Documentation, Strategy, Equities, Customer Satisfaction, Project Management
Education
Kingsborough Community CollegeDale Carnegie Certificate
Bachelor's degree
Kingsborough Community College 1982 — 1984
computer science
Cope Vocational Institutional
Computer Science
Christine Cilley's National Financial Services Experience March 2007 - March 2011
Job Vice President, Administrative Manager at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. November 2014 - Present
McAdams Wright Ragen March 2011 - November 2014
National Financial Services March 2007 - March 2011
Equity Services, Inc December 2004 - March 2007
Equity Services, Inc June 2004 - December 2004
Equity Services, Inc October 2003 - June 2004
A.G. Edwards May 2002 - September 2003
Education
University of California, Berkeley 1995 — 1998
Bachelor of Arts, English
Robert W. Baird & Co. November 2014 - Present
McAdams Wright Ragen March 2011 - November 2014
National Financial Services March 2007 - March 2011
Equity Services, Inc December 2004 - March 2007
Equity Services, Inc June 2004 - December 2004
Equity Services, Inc October 2003 - June 2004
A.G. Edwards May 2002 - September 2003
Education
University of California, Berkeley 1995 — 1998
Bachelor of Arts, English
Sean Loughran's National Financial Services Experience January 2004 - February 2005
Job AVP at Pershing LLC
Industry Investment Management
Experience
Pershing LLC February 2007 - Present
Fidelity Investments February 2005 - February 2007
National Financial Services January 2004 - February 2005
Skills
Series 7, Series 63, Fixed Income, Equities, Securities, Investment Advisory, Mutual Funds, Series 24, CRM, FINRA, Alternative Investments
Education
UC Berkeley 1985 — 1988
Bachelor of Arts (B.A.), English Language and Literature/Letters
Pershing LLC February 2007 - Present
Fidelity Investments February 2005 - February 2007
National Financial Services January 2004 - February 2005
Skills
Series 7, Series 63, Fixed Income, Equities, Securities, Investment Advisory, Mutual Funds, Series 24, CRM, FINRA, Alternative Investments
Education
UC Berkeley 1985 — 1988
Bachelor of Arts (B.A.), English Language and Literature/Letters
Drew Laudando's National Financial Services Experience February 1997 - April 1999
Job Financial Services Professional
Industry Financial Services
Experience
Macquarie Bank March 2010 - Present
Financial Industry Technical Services, Inc February 2009 - March 2010
UBS Securities LLC May 2007 - February 2009
UBS Securities LLC 2007 - 2009
Nomura Securities International March 2004 - May 2007
Nomura Securities International 2004 - 2007
Pershing April 1999 - July 2001
Pershing 1999 - 2001
Pershing January 1999 - January 2000
National Financial Services February 1997 - April 1999
Education
Hofstra University
State University of New York at Stony Brook
Stony Brook University
Bachelor of Arts
University of Hofstra
Masters of Arts
Macquarie Bank March 2010 - Present
Financial Industry Technical Services, Inc February 2009 - March 2010
UBS Securities LLC May 2007 - February 2009
UBS Securities LLC 2007 - 2009
Nomura Securities International March 2004 - May 2007
Nomura Securities International 2004 - 2007
Pershing April 1999 - July 2001
Pershing 1999 - 2001
Pershing January 1999 - January 2000
National Financial Services February 1997 - April 1999
Education
Hofstra University
State University of New York at Stony Brook
Stony Brook University
Bachelor of Arts
University of Hofstra
Masters of Arts
Giulio Frasciello's National Financial Services Experience September 1995 - Present
Job Senior at National Financial Services
Industry Financial Services
Experience
National Financial Services September 1995 - Present
Education
Saint Peter's University
BS, Marketing and Management
National Financial Services September 1995 - Present
Education
Saint Peter's University
BS, Marketing and Management
Ruben Urbano's National Financial Services Experience June 2012 - Present
Job Unclaimed Property Representative at National Financial Services
Industry Legal Services
Experience
National Financial Services June 2012 - Present
R J Urbano Notary Service May 2011 - Present
National Tax Service December 1998 - Present
Skills
Auditing, Tax, Legal Research, Notary Public, Tax Returns, Tax Law, Due Diligence, Mergers & Acquisitions, Corporate Law, Legal Writing, Accounting, Microsoft Excel, Microsoft Office, Legal Assistance, Microsoft Word, Outlook, Litigation Support, Litigation, Corporate Tax, QuickBooks, Customer Service, Income Tax, PowerPoint, Leadership, Public Speaking, Event Planning, Marketing, Research, Team Leadership, Team Building, Social Networking, Social Media Marketing, Strategic Planning, Entrepreneurship, Time Management, Marketing Strategy, Community Outreach, Small Business, Teamwork, Event Management, Budgets, Market Research, Problem Solving
Education
California State University, Fresno 2015 — 2016
Bachelor of Laws (LL.B.), Pre-Law Studies
Fresno City College 2015 — 2015
Philosophy and Legal Assistant/Paralegal
Heald College-Fresno 2014 — 2015
Associate of Arts (AA), Business Administration, Management and Operations
Heald College-Fresno 2011 — 2014
Associate of Applied Science (AAS), Business Administration, Management and Operations, 3.4
University of California, Irvine 2011 — 2011
Paralegal Certification, Paralegal- Civil, Corporate Law, Research and discovery & e-discovery
National Financial Services June 2012 - Present
R J Urbano Notary Service May 2011 - Present
National Tax Service December 1998 - Present
Skills
Auditing, Tax, Legal Research, Notary Public, Tax Returns, Tax Law, Due Diligence, Mergers & Acquisitions, Corporate Law, Legal Writing, Accounting, Microsoft Excel, Microsoft Office, Legal Assistance, Microsoft Word, Outlook, Litigation Support, Litigation, Corporate Tax, QuickBooks, Customer Service, Income Tax, PowerPoint, Leadership, Public Speaking, Event Planning, Marketing, Research, Team Leadership, Team Building, Social Networking, Social Media Marketing, Strategic Planning, Entrepreneurship, Time Management, Marketing Strategy, Community Outreach, Small Business, Teamwork, Event Management, Budgets, Market Research, Problem Solving
Education
California State University, Fresno 2015 — 2016
Bachelor of Laws (LL.B.), Pre-Law Studies
Fresno City College 2015 — 2015
Philosophy and Legal Assistant/Paralegal
Heald College-Fresno 2014 — 2015
Associate of Arts (AA), Business Administration, Management and Operations
Heald College-Fresno 2011 — 2014
Associate of Applied Science (AAS), Business Administration, Management and Operations, 3.4
University of California, Irvine 2011 — 2011
Paralegal Certification, Paralegal- Civil, Corporate Law, Research and discovery & e-discovery
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial