National Financial Services Group

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National Financial Services Group Employees

Employee
Years
Job
Industry
Lindsey Byrne Lindsey Byrne Jacksonville, Florida Details
Lindsey Byrne's National Financial Services Group Experience November 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
National Financial Services Group   November 2012 - Present
Interline Brands/Barnett Pro Contractor Supplies   July 2011 - November 2012
jaxGRUB   August 2010 - November 2012
Signet Diagnostic Imaging Center   August 2010 - July 2011
Taylor Supply, LLC   July 2010 - November 2010

Education
University of Florida   2002 — 2008
Bachelor of Arts, Sport Management/Business Administration

Gainesville High School   1998 — 2002
High School Diploma, Academic

Lisa McGrath Lisa McGrath Greater Atlanta Area Details
Lisa McGrath's National Financial Services Group Experience January 2014 - October 2014
Job Vice President of Strategy and Implementation at Commonwealth of Atlanta, LLC
Industry Financial Services
Experience
Commonwealth of Atlanta, LLC   November 2014 - Present
AVMA Group Life and Health Insurance Trust   August 2014 - Present
Senior Services of North Fulton   July 2014 - Present
NAIFA North Metro Atlanta   July 2014 - Present
National Financial Services Group   January 2014 - October 2014
Islands Consulting   January 2013 - December 2013
New York Life Insurance Company  June 2003 - December 2012
Jackson National Life  September 2001 - November 2002
Deutsche Asset Management  April 1998 - May 2001
John Alden Life Insurance Company  October 1993 - April 1997

Skills
Series 24, Investment Advisory, Retirement Income..., Executive Benefits, Succession Planning, Closely Held..., Retirement Planning, Securities, Key Person Insurance, New Business Development, Life Insurance, Insurance, Term Life Insurance, Long Term Care Insurance, Long-term Care, Health Insurance, Fixed Annuities, Employee Benefits, Permanent Life Insurance, Demographics, Equity Indexed Annuities, Individual Pension Plans

Education
The American College   2013 — 2016
currently matriculated with the college to further my financial education

Salisbury University - Perdue School of Business   1989 — 1993
Bachelor of Science (B.S.), Business Administration and Management, General

John Ballon John Ballon Greater Atlanta Area Details
John Ballon's National Financial Services Group Experience November 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
National Financial Services Group   November 2010 - Present
Played Professional Baseball   March 2000 - November 2006

Education
University of New Orleans   1998 — 2003
Bachelor's degree, Communications

Megan Breanna Cook Megan Breanna Cook Washington, District Of Columbia Details
Megan Breanna Cook's National Financial Services Group Experience May 2011 - July 2011
Job Government Relations Specialist at CB&I
Industry Government Relations
Experience
CB&I  March 2014 - Present
CB&I  August 2012 - March 2014
Treasured Passages   January 2011 - December 2011
National Financial Services Group   May 2011 - July 2011

Skills
Office Administration, Legislation, Government Relations, Governmental Affairs, Political Science, Politics, Event Planning, Press Releases, Leadership, Market Research, Marketing, Social Media, Customer Service, Marketing Communications, Public Speaking, Research

Education
University of South Carolina-Columbia   2008 — 2012
Bachelor of Science (B.S.), Marketing and Management

Richmond, The American International University in London

Alan Rosenaur Alan Rosenaur Greater Atlanta Area Details
Alan Rosenaur's National Financial Services Group Experience May 2014 - May 2015
Job Client Relationship Manager at Reynolds & Reynolds Financial Partners
Industry Financial Services
Experience
Reynolds & Reynolds Financial Partners  June 2015 - Present
National Financial Services Group   May 2014 - May 2015
Premera Blue Cross  March 2013 - April 2014
Insight  January 2011 - February 2013

Skills
Health Insurance, Insurance, Customer Service, Direct Sales, Employee Benefits, Life Insurance, Sales, Customer Satisfaction, Account Management, Call Centers, Invoicing, Disability Insurance, Computer Proficiency, Financial Analysis, Financial Planning, Financial Services, Financial Audits, Team Building

Education
Fuller Theological Seminary   2004 — 2008
Masters of Divinity, Philosophy and Religious Studies

California State University-Northridge   2001 — 2004
Bachelors of Arts, Psychology and Religious Studies

Thomas McKay, MSM Thomas McKay, MSM Jacksonville, Florida Area Details
Thomas McKay, MSM's National Financial Services Group Experience June 2008 - August 2009
Job CEO/President at McKay Financial Solutions
Industry Financial Services
Experience
McKay Financial Solutions, LLC   November 2009 - Present
Primerica Financial Services  December 2007 - November 2009
National Financial Services Group   June 2008 - August 2009
Collier County Sheriff's Office  November 1983 - November 2004

Skills
Small Business, Retirement, Leadership, Disability Insurance, Long-term Care, Life Insurance, Health Insurance, Retirement Planning, Fixed Annuities, Strategic Financial..., Strategic Planning, Finance, Estate Planning, Time Management, Key Person Insurance, Employee Benefits, Financial Planners, Term Life Insurance, Networking, Insurance, Financial Planning, Annuities, Financial Services, Community Outreach, Training, Access, Executive Management, Sales

Education
Hodges University   2005 — 2007
MSM, Business Management

Hodges University   2003 — 2005
B.S. Business Management, Executive Management

Edison Community College   1996 — 1998
A.S. Criminal Justice, Criminal Justice/Police Science

Patti McTier Patti McTier Greater Atlanta Area Details
Patti McTier's National Financial Services Group Experience June 2013 - November 2014
Job Financial Advisor
Industry Financial Services
Experience
Commonwealth of Atlanta LLC   November 2014 - Present
Greater North Fulton Chamber of Commerce  March 2014 - January 2015
National Financial Services Group   June 2013 - November 2014
PNC  March 2012 - June 2013
RBC Bank  April 2010 - March 2012
RBC Royal Bank  March 2008 - April 2010
Women Who Mean Business   2008 - 2010
National Bank of Commerce  September 2002 - June 2004

Skills
Small Business, Financial Planning, Investments, Employee Benefits, Insurance, Finance, Customer Service

Education
Kennesaw State University - Michael J. Coles College of Business   2000 — 2002
BBA

Jeffrey Lamar Jeffrey Lamar Atlanta, Georgia Details
Jeffrey Lamar's National Financial Services Group Experience March 2009 - March 2011
Job Always open for opportunity and growth
Industry Hospital & Health Care
Experience
Hewlett-Packard  July 2015 - Present
Hewlett-Packard  July 2013 - August 2015
Hewlett-Packard  January 2015 - April 2015
Workaholic Films LLC.   February 2012 - December 2014
Pivotal Public Relations and Management   May 2011 - December 2014
Collabera  January 2013 - July 2013
YP Holdings formally AT&T Advertising Solutions   January 2012 - July 2012
The Website Shop   March 2011 - November 2011
National Financial Services Group   March 2009 - March 2011
Best Buy  September 2005 - May 2009

Skills
Public Relations, Marketing Strategy, Sales, Marketing, Customer Service, Leadership, Income Statement, Team Building, Advertising, Microsoft Office, Management, Budgets, CRM, Competitive Analysis, Microsoft Word, P, PowerPoint, Public Speaking, Selling, Social Networking, Training

Education
Alabama State University   2004 — 2009
Bachelor, Marketing & Sales

Dominic Kalousek Dominic Kalousek Huntersville, North Carolina Details
Dominic Kalousek's National Financial Services Group Experience May 2013 - August 2013
Job Global Market Operations/Middle Office Intern at Bank of America
Industry Financial Services
Experience
Bank of America  June 2015 - August 2015
Harper Collins, LLC   August 2013 - May 2014
National Financial Services Group   May 2013 - August 2013
UQ Marketing  August 2012 - May 2013
Carolina Rapids Soccer Club   June 2010 - May 2013
Red Rock's Café   April 2010 - July 2012

Skills
Microsoft Excel, Accounting, Leadership, Financial Analysis, Data Analysis, Social Media Marketing, Marketing Communications, PowerPoint, Research, Social Networking, Time Management

Education
Clemson University - College of Business and Behavioral Science   2011 — 2015
Accounting and Finance, Banking, Corporate, Finance, and Securities Law, Senior

Jason Replogle Jason Replogle Greater Nashville Area Details
Jason Replogle's National Financial Services Group Experience 2007 - 2010
Job The Wittman Group
Industry Insurance
Experience
The Wittman Group   July 2012 - Present
National Financial Services Group   2007 - 2010
Liberty Trust Mortgage   2002 - 2004

Skills
Investments, Strategic Financial..., Project Management, New Business Development, Social Media Marketing, Social Media, Marketing Strategy, Estate Planning, Marketing, Public Speaking, Event Management, Marketing Communications, Editing, Advertising, Digital Marketing, Email Marketing, Music Industry, Music, Due Diligence, Financial Structuring, Illustrator, Joint Ventures, Structured Finance, Event Planning, Investment Banking, Private Equity, Business Valuation, Hedge Funds, IPO, Venture Capital, Valuation, Songwriting, Mergers, M&A experience, Guitarist, Capital Markets, Copywriting, Restructuring, Blogging, Project Finance, Corporate Finance, Investment Advisory

Education
Middle Tennessee State University   1998 — 2002
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law

The University of Tennessee at Chattanooga   1995 — 1996

Veronica Aldred Veronica Aldred Charlotte, North Carolina Area Details
Veronica Aldred's National Financial Services Group Experience November 2004 - April 2006
Job Sr. Consultant Individual Investor Services at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  January 2014 - Present
Merrill Lynch  June 2012 - December 2013
Wells Fargo  November 2010 - June 2012
Prudential Financial  July 2009 - October 2010
Merrill Lynch  April 2006 - July 2008
National Financial Services Group   November 2004 - April 2006
Cofaco SA   January 2001 - July 2002
Textil San Cristobal SA   January 1998 - December 2000
Armstrong SRL   January 1996 - December 1997
Texport S   April 1995 - December 1996

Skills
Banking, Wealth Management, Investments, Insurance, Series 7, Customer Service, Retail, Financial Planning, Mutual Funds, Retirement Planning, Loans, Credit, Strategic Financial..., Finance, Portfolio Management, Management, Commercial Banking, Sales, Financial Services, Retirement, Asset Allocation, Business Planning, Small Business, Estate Planning, Relationship Management, Financial Planners, CRM, Series 63, Securities, Analysis, Financial Advisory, Cash Management, Financial Analysis, Retail Banking, Asset Management, Series 6, Mortgage Lending, Investment Strategies

Education
School of Business of Fullerton, California State University & Universidad San Ignacio de Loyola   1998 — 1999
M.B.A., Executive Master, Business Administration

Universidad Catolica del Peru   1996 — 1997
B.S, Management & Direction of Enterprises

Universidad Nacional de Trujillo   1987 — 1993
B.S, Industrial Engineering

Catherine Banks Catherine Banks Greater Atlanta Area Details
Catherine Banks's National Financial Services Group Experience July 2000 - September 2006
Job Solution Consultant at Lathem Time Corporation
Industry Computer Software
Experience
Lathem Time Corporation  January 2015 - Present
NCR Corporation  November 2013 - January 2015
Steelray Software  October 2012 - August 2013
Sage Software  2006 - May 2012
Reed Elsevier  November 2005 - November 2006
National Financial Services Group   July 2000 - September 2006

Skills
National Sales Trainer, Training & Development, Sales Management, Cloud Computing, Qualifying Prospects, Business Alliances, Product Management, Business Intelligence, Territory Management, Team Leadership, Key Account Management, Marketing Automation, Business Relationship..., Customer Retention, Building Relationships, Marketing, WebEx, Telemarketing, Consulting, SalesForce CRM, Sales Force Development, SaaS, Consult, Salesforce.com

Education
East Carolina University   1971 — 1976
BFA, Art Direction

Asheville High School   1968 — 1971
Hs Diploma, College Prep

Jason Daugherty Jason Daugherty Greater Atlanta Area Details
Jason Daugherty's National Financial Services Group Experience 2008 - 2011
Job CEO at Triumph Advisors, Ltd
Industry Financial Services
Experience
Triumph Advisors, Ltd   January 2006 - Present
Triumph Wealth Advisors, Inc.   February 2010 - Present
TCM Securities, Inc.   December 2009 - Present
National Financial Services Group   2008 - 2011
Cobb County Fire and Emergency Services  May 1998 - July 2002

Skills
New Business Development, Strategic Planning, Business Strategy, Project Management, Product Development, Financial Analysis, Financial Planning, Securities, Insurance, Money Management, Private Wealth..., Wealth Management, Mutual Funds, Investment Banking, Investments, Alternative Investments, Investment Advisory, Fixed Annuities, Retirement, Valuation, Pensions, Asset Allocation, Due Diligence, Strategic Financial..., Series 63, Venture Capital, Financial Advisory, Series 7, Estate Planning, Options, Equities, Life Insurance, Retirement Planning, Private Equity, Mergers & Acquisitions, Wealth Management..., Corporate Finance, Risk Management, Employee Benefits, Investment Strategies, Wealth, Term Life Insurance, Credit, Financial Planners, Business Development, Hedge Funds, Finance, Capital Markets, Trading, IRAs

Education
Kennesaw State University   2008 — 2010
Finance, General

The University of Georgia   1994 — 1996
Biochemistry

Wayne Antoine Wayne Antoine Greater New York City Area Details
Wayne Antoine's National Financial Services Group Experience August 2006 - December 2006
Job Client Service Analyst SR Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company  December 2013 - Present
Mercer  December 2010 - June 2013
Fidelity Investments  January 2006 - November 2009
Fidelity Investments  August 2006 - November 2008
National Financial Services Group   August 2006 - December 2006
Fidelity Investments  January 2006 - July 2006
Fidelity Investment  January 2006 - July 2006
Citigroup  January 2006 - July 2006
Veritude  August 2002 - December 2005
Veritude  August 2002 - December 2005

Skills
Government Liaison, Analysis, Management, Leadership, Program Management, Cross-functional Team..., Budgets, Finance, Team Leadership, Marketing, Sales, Customer Service, Financial Services, Financial Analysis, Investments, Securities, Microsoft Office

Education
University of Florida   1999 — 2002
Bachelor of Science (BS), Physiology, Pathology and Related Sciences

University of Florida   1999 — 2002
Bachelor of Science, Exercise Sports Science

University of Florida   1999 — 2002
Bachelor of Science, Exercise Sports Science

Arkansas State University

Satellite East

Jessica J. Benson, MBA Jessica J. Benson, MBA Greater Atlanta Area Details
Jessica J. Benson, MBA's National Financial Services Group Experience 2003 - 2003
Job Management Consultant at PwC
Industry Financial Services
Experience
PwC  October 2014 - Present
Cox Communications  March 2013 - October 2014
Cox Communications  September 2010 - October 2014
CNN  2008 - 2010
GE  2005 - 2008
Reliance Trust Company  2003 - 2005
National Financial Services Group   2003 - 2003

Skills
Financial Analysis, Forecasting, Management, Financial Modeling, Finance, Leadership, Process Improvement, Strategy, Analysis, Essbase, Strategic Financial..., Competitive Analysis, Budgets, PeopleSoft, Strategic Planning, Business Planning, Relationship Management, Business Development, Financial Planning, Change Management, Certified Green Belt, Integration

Education
Georgia Tech
Master of Business Administration (M.B.A.)

Georgia State University   2000 — 2004
BBA

Josh Luttrell, CFP® Josh Luttrell, CFP® Greater Nashville Area Details
Josh Luttrell, CFP®'s National Financial Services Group Experience February 2010 - November 2010
Job Investment Analyst at LifeWay Christian Resources
Industry Investment Management
Experience
LifeWay Christian Resources  October 2013 - Present
TrustCore Financial  December 2010 - September 2013
National Financial Services Group   February 2010 - November 2010
Brewco Marketing Group  June 2004 - August 2008

Education
Western Kentucky University
Bachelor, Economics

Boston University
Certificate, Financial Planning

Debbie Dorman Debbie Dorman Atlanta, Georgia Details
Debbie Dorman's National Financial Services Group Experience April 2013 - Present
Job Financial Advisor at National Financial Services Group
Industry Financial Services
Experience
National Financial Services Group   April 2013 - Present
Wells Fargo Bank  April 2011 - April 2013
Met Life  April 2006 - April 2011

Skills
Public Speaking, New Business Development, Aircraft, Nonprofits, Strategic Planning, Team Building, Customer Service, Leadership, Management, Sales, Marketing Strategy, Business Strategy, Small Business, Fundraising

Education
LIU Post   1977 — 1981
Bachelors, Marketing

C.W. Post College
Bachelor's Degree

Bradlee Robbert, RT (R)(T) Bradlee Robbert, RT (R)(T) Saint Augustine, Florida Details
Bradlee Robbert, RT (R)(T)'s National Financial Services Group Experience August 2005 - January 2009
Job Director of Patient Services at University of Florida Proton Institute
Industry Medical Practice
Experience
University of Florida Proton Institute  April 2010 - Present
Uf proton therapy   February 2009 - April 2010
National Financial Services Group   August 2005 - January 2009
First Coast Oncology   July 2003 - July 2005

Skills
Radiation Therapy, Direct Patient Care, Communication, Concierge Services, Strategic Planning, Teacher Training, Mosaiq, IGRT, ARRT, BLS, Cancer Treatment, Cancer, Radiation, EMR, Healthcare Management, EHR, Cpr Certified, Pediatric Radiology, Patient Education, Radiology, HIPAA, Quality Patient Care, Medical Staff Relations, Healthcare, Oncology, Public Speaking, Medicine

Education
Bellevue University   2014 — 2016
Master's degree, Health/Health Care Administration/Management

Santa Fe College   2010 — 2013
Bachelor's degree, Health/Health Care Administration/Management

Florida Community College at Jacksonville   2002 — 2003
Advanced Certificate, Medical Radiologic Technology/Science - Radiation Therapist

Santa Fe Community College   1999 — 2002
Associate of Arts and Sciences (A.A.S.), Radiologic Technology/Science - Radiographer

K. Michael Schlenke K. Michael Schlenke Greater Atlanta Area Details
K. Michael Schlenke's National Financial Services Group Experience June 2011 - December 2012
Job Financial Analyst
Industry Financial Services
Experience
Standard Financial Group   2012 - Present
National Financial Services Group   June 2011 - December 2012
Terry College of Business  November 2009 - March 2011
G. Randall Hammond & Company   February 2007 - November 2008
SunTrust Bank  March 2005 - August 2006
Prudential Atlanta Realty  March 2000 - November 2004
American International Group, Inc  July 1993 - April 1999

Skills
Risk Management, Financial Planners, Insurance Planning, Estate Planning, Financial Analysis, Financial Reporting, Investments, Insurance, Financial Advisory

Education
University of Georgia - Terry College of Business   2009 — 2011
Certificate In Financial Planning

American InterContinental University   1998 — 1999
Bachelor of Business Administration (BBA), Business Management

Georgia State University   1995 — 1998
Undergraduate Student, Risk Management and Insurance

James G. Gilmore James G. Gilmore Washington D.C. Metro Area Details
James G. Gilmore's National Financial Services Group Experience January 2007 - August 2007
Job Senior Researcher, Dewey Digital
Industry Online Media
Experience
Dewey Square Group  June 2008 - Present
University of Maryland, College Park  August 2007 - May 2012
Matthew 25 Network   July 2008 - December 2009
Georgetown Scholars Program   July 2008 - July 2008
National Financial Services Group   January 2007 - August 2007
Fuller Theological Seminary  January 2004 - August 2006

Skills
Social Media, Editing, Research, Strategic Communications, Public Speaking, Teaching, Politics, Blogging, Microsoft Office

Education
University of Maryland College Park   2007 — 2012
Ph.D (incomplete), Communication (Rhetoric)

Fuller Theological Seminary   2003 — 2006
MAT, Theology and the Arts

Bowling Green State University   2002 — 2003
MA, Theatre

Calvin College   1998 — 2002
BA, English/Communication

Curt Spinney, CFP® Curt Spinney, CFP® Greater Atlanta Area Details
Curt Spinney, CFP®'s National Financial Services Group Experience November 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
National Financial Services Group   November 2010 - Present
Fourth Generation Software Solutions   1998 - 2009
Arlington Press   1986 - 1997

Education
Kennesaw State University   2007 — 2009
Certificate, Financial Planning

NYU Polytechnic   1994 — 1996
MS, MS, Operations Management & MS, Manfacturing Engineering

Rochester Institute of Technology   1981 — 1986
BT, Computer Science

Lowndes High School

Kate Adam Kate Adam Greater Atlanta Area Details
Kate Adam's National Financial Services Group Experience June 2011 - September 2012
Job Account Executive at Dalton Agency
Industry Marketing and Advertising
Experience
SuperNova South   April 2015 - Present
Dalton Agency  January 2015 - Present
JWT Atlanta  September 2012 - January 2015
Digital Atlanta   March 2014 - October 2014
National Financial Services Group   June 2011 - September 2012
UGA Relay For Life  April 2010 - April 2011
The Longstreet Clinic  May 2010 - July 2010

Skills
Microsoft Office, Social Media, Creative Writing, Adobe Creative Suite, Advertising, Event Planning, Integrated Marketing, Leadership, Management, Marketing, Media Relations, Press Releases, Webmaster Services

Education
University of Georgia - Terry College of Business   2007 — 2011
Bachelor of Business Administration, Marketing

Erik Mogavero Erik Mogavero Greater New York City Area Details
Erik Mogavero's National Financial Services Group Experience July 1993 - June 1994
Job Head of Asset Management Compliance at Deutsche Bank
Industry Investment Management
Experience
Deutsche Bank  April 2013 - Present
Nomura Asset Management  April 2011 - April 2013
Goldman Sachs Asset Management  October 2007 - March 2011
AIG Investments  December 1999 - September 2007
NASD  September 1998 - December 1999
Oppenheimer Capital  August 1994 - August 1998
National Financial Services Group   July 1993 - June 1994

Skills
Alternative Investments, Hedge Funds

Education
St. John's University, The Peter J. Tobin College of Business   1996 — 2000
MBA, Finance

Saint John's University   1989 — 1993
BS, Business Management

Alex Szalwinski Alex Szalwinski Dallas/Fort Worth Area Details
Alex Szalwinski's National Financial Services Group Experience December 2009 - December 2009
Job Marine Specialist at The Hanover Insurance Group
Industry Insurance
Experience
The Hanover Insurance Group  March 2013 - Present
The Hanover Insurance Group  June 2010 - March 2013
National Financial Services Group   December 2009 - December 2009
Athens-Clarke County  May 2008 - July 2009

Skills
Inland Marine, Underwriting, Insurance, Risk Management, Excel, New Business Development, Marketing, Finance, Training, Management, Accounting, Microsoft Excel, Customer Service, Property & Casualty..., Liability, General Insurance, Commercial Insurance, Time Management, Legal Liability, Financial Analysis, Commercial Lines, Analysis, Claims Management, Reinsurance, Brokers

Education
The University of Texas at Austin - The Red McCombs School of Business   2013 — 2015
Master of Business Administration (MBA)

The University of Georgia   2006 — 2010
Bachelor, Risk Management and Insurance

Patricia McHale Patricia McHale Greater New York City Area Details
Patricia McHale's National Financial Services Group Experience January 1993 - April 1996
Job Implementation Management at FolioDynamix
Industry Financial Services
Experience
FolioDynamix  February 2014 - Present
U.S. Securities and Exchange Commission   November 2010 - February 2014
Fidelity Investments  January 2006 - November 2010
Fidelity Capital Markets  2006 - November 2010
Fidelity Investments  January 2005 - January 2006
Fidelity Capital Markets  July 2003 - May 2005
Merrill Lynch  August 1998 - September 2000
Fidelity Investments  April 1996 - August 1998
National Financial Services Group   January 1993 - April 1996

Skills
Series 7, Series 63, Series 65, Financial Services, Fixed Income, Securities, Securities Regulation, Risk Management

Education
SEC University and Georgetown University Law Center   2012 — 2014
Certificate Program, Securities and Financial Regulation

FBI Citizens' Academy - FBI NYC Field Office   2013 — 2013
Executive Education Program

Ithaca College

Megan Smith Megan Smith Charlotte, North Carolina Area Details
Megan Smith's National Financial Services Group Experience April 2007 - June 2009
Job Repair Services Analyst at Lowe's Home Improvement
Industry Accounting
Experience
Lowe's Companies, Inc.   August 2014 - Present
Lowe's Home Improvement  July 2012 - August 2014
Boatsman Gillmore PLLC   July 2009 - June 2012
National Financial Services Group   April 2007 - June 2009
National Financial Services Group   January 2005 - April 2007
Globe Express Services  November 2005 - December 2006

Skills
Financial Analysis, Event Planning, Customer Service, Social Media, Marketing, Microsoft Excel, Microsoft Word, PowerPoint, Sales Analysis, Project Planning, Project Management, Office Management, Department Budgeting, Forecasting

Education
University of North Carolina at Charlotte - Belk College of Business   2004 — 2007
Accounting, Accounting

Presbyterian College   2002 — 2004

Charles Steele, CFP® Charles Steele, CFP® Atlanta, Georgia Details
Charles Steele, CFP®'s National Financial Services Group Experience June 2009 - November 2011
Job Owner/Founder at Singular Financial, LLC
Industry Financial Services
Experience
Singular Financial, LLC   November 2011 - Present
National Financial Services Group   June 2009 - November 2011
Ameriprise Financial Services, Inc.   February 2006 - June 2009

Skills
Retirement Planning, Long-term Care, Securities, Disability Insurance, Wealth Management, Investments, Insurance, Strategic Financial..., Retirement, Fixed Annuities, Mutual Funds, Risk Management, Life Insurance, Portfolio Management, Estate Planning..., Estate Planning

Education
University of Georgia - Terry College of Business   2008 — 2009
Certificant

Marshall University   2000 — 2005
B.B.A

Philip Welch Philip Welch Greater Atlanta Area Details
Philip Welch's National Financial Services Group Experience October 2012 - August 2015
Job Vice President Commercial Banking at IBERIABANK
Industry Banking
Experience
IBERIABANK  August 2015 - Present
National Financial Services Group   October 2012 - August 2015
Bank of America  April 2015 - July 2015
Bank of America  November 2011 - October 2012
Primerica  February 2011 - November 2011
Burger King Corporation  August 2010 - February 2011
Atlanta Equity Mortgage   January 2002 - 2009
Radio Sandy Springs   January 2003 - January 2006
Attainable mortgage   May 2001 - November 2002
Pizza Hut  February 2000 - September 2001

Skills
Negotiation, Management, Training, Sales, Marketing, Forecasting, Marketing Strategy, Finance, Retail, Project Management, Investments, Small Business, Public Relations, Financial Analysis, Strategic Planning, New Business Development, Leadership, Customer Service, Business Development, Team Building, Budgets, Hiring, Financial Planning, Coaching, Strategy, Financial Services, Executive Management, Banking, Credit, Mortgage Lending, Inventory Management, Sales Management, Public Speaking, Loans, Business Strategy, Portfolio Management

Education
South University   2008 — 2009
MBA, Finance

Elon University   1986 — 1989
BS, Finance

Benjamin Markowitz, CPA Benjamin Markowitz, CPA Greater Atlanta Area Details
Benjamin Markowitz, CPA's National Financial Services Group Experience June 2008 - July 2008
Job Sr. Financial Analyst at Cox Media Group
Industry Accounting
Experience
Cox Media Group  June 2015 - Present
PwC  September 2013 - Present
PwC  January 2013 - March 2013
Vision Airlnes, Inc.   June 2010 - July 2012
National Financial Services Group   June 2008 - July 2008
Retail Planning Corporation  June 2007 - July 2007

Skills
Microsoft Excel, Budgets, Financial Analysis, Revenue Recognition, Accounts Receivable, General Ledger, Forecasting, Internal Controls, Financial Modeling

Education
Georgia State University - J. Mack Robinson College of Business   2012 — 2012
Master of Professional Accountancy, Accounting, (Magna Cum Laude)

College of Charleston   2005 — 2009
Business Administration, Finance, (Cum Laude)

Brenton Lane Brenton Lane Portland, Maine Area Details
Brenton Lane's National Financial Services Group Experience June 2011 - January 2015
Job Financial Advisor at National Life Group
Industry Financial Services
Experience
National Life Group  June 2011 - Present
National Financial Services Group   June 2011 - January 2015
Film Industry  1990 - December 2010
"Everybody Hates Chris"   July 2005 - October 2008
20th Century Fox Pictures   September 2002 - March 2003

Skills
Photography

Education
University of Maine   1985 — 1989
Bachelor of Arts (BA), Advertising, Journalism+Broadcasting

Beau Varnadoe Beau Varnadoe Greater Atlanta Area Details
Beau Varnadoe's National Financial Services Group Experience June 2012 - Present
Job Financial Advisor at National Financial Services Group
Industry Insurance
Experience
National Financial Services Group   June 2012 - Present
Black Oak Asset Management   December 2010 - May 2012

Education
Kennesaw State University
Core curriculum

University of Phoenix
Marketing

Everette Seay Everette Seay Jacksonville, Florida Area Details
Everette Seay's National Financial Services Group Experience March 2012 - February 2015
Job Chief Executive Officer at The Powhatan Group
Industry Financial Services
Experience
The Powhatan Group   April 2012 - Present
National Financial Services Group   March 2012 - February 2015
EMSIV Consulting   September 2011 - February 2012
Dolphin Properties (a division of KP Sports)   August 2010 - September 2011
LBA Wealth Management   October 2008 - March 2010
AXA Advisors  November 2005 - October 2008
Phantom Dezign   September 2003 - November 2005

Skills
Bilingual, New Business Development

Education
Jacksonville University   1999 — 2001
MBA

Defense Language Institute   1995 — 1995
Spanish

Hampden-Sydney College   1990 — 1994
BA, History, Spanish

Hampton Roads Academy   1986 — 1990
Diploma, College Preparatory

Joe Mueller Joe Mueller Greater Atlanta Area Details
Joe Mueller's National Financial Services Group Experience July 2006 - December 2010
Job Financial Planner, Financial Services Representative at Metlife
Industry Financial Services
Experience
Metlife  January 2015 - Present
New England Securities  January 2011 - December 2014
National Financial Services Group   July 2006 - December 2010
Shepherd Center  2007 - 2008
Peachtree Planning Corporation  2001 - 2006
Towne Lake Optimist Club   2002 - 2003
NorthPoint Community Church-men's bible   2002 - 2002
Optimist International-TowneLake   2001 - 2002
TIF   1994 - 2002
Alfa Wassermann  1997 - 2001

Education
The University of Akron   1974 — 1975
MA

Long Island University, C.W. Post Campus   1972 — 1974
MS

Miami University   1968 — 1972
BS

CHS

Alexis Cierra Holt Alexis Cierra Holt Greater Atlanta Area Details
Alexis Cierra Holt's National Financial Services Group Experience September 2015 - Present
Job Director of Recruiting
Industry Financial Services
Experience
National Financial Services Group   September 2015 - Present
COUNTRY Financial®  November 2012 - May 2015
AHIG, Alexis Holt Insurance Group, LLC   June 2015 - 2015
American General Life Companies  June 2012 - November 2012
State Farm  January 2012 - June 2012
Sprint  July 2010 - January 2012

Skills
Insurance, Property & Casualty..., Life & Health Insurance..., Commercial Insurance, Term Life Insurance, Sales, Marketing, Disability Insurance, General Insurance, Health Insurance, Liability, Life Insurance, Long Term Care Insurance, Long-term Care, Management, Small Business, Umbrella Insurance, Underwriting, Employee Benefits, Key Person Insurance, Buy-sell Agreements, Commercial Lines, Employee Training, Team Building, Coaching, Lead Generation, Social Networking, Motivational Speaking, Leadership Development, Leadership, Public Speaking, Customer Service, Retirement Planning, Fixed Annuities

Education
Auburn University at Montgomery   2005 — 2008
Mass Communication/Media Studies

Dothan High School   2001 — 2005
Regular/General High School/Secondary Diploma Program

Krysten Jackson Krysten Jackson Charlotte, North Carolina Area Details
Krysten Jackson's National Financial Services Group Experience January 2011 - May 2011
Job Category Development Specialist at Foodbuy, LLC
Industry Food & Beverages
Experience
Foodbuy  May 2015 - Present
Foodbuy, LLC  October 2013 - May 2015
Foodbuy, LLC  December 2011 - October 2013
Ben Craig Center   October 2010 - December 2011
National Financial Services Group   January 2011 - May 2011

Skills
Leadership, Analytical Abilities, People Skills, Multitasker, Problem Solving, Results Focused, Highly Adaptable, Self Motivated, Analytical Skills, Invoicing, Financial Analysis, Result Oriented, Time Management, Contract Management, Microsoft Excel, Team Building, Inventory Management, Training, Strategic Planning

Education
University of North Carolina at Charlotte - Belk College of Business   2009 — 2011
B.S.B.A., Finance

Central Piedmont Community College   2006 — 2009
A.A., Business

Adam Hicks, J.D. Adam Hicks, J.D. Greater Atlanta Area Details
Adam Hicks, J.D.'s National Financial Services Group Experience June 2006 - May 2009
Job Estate Planning and Regulatory Consulting Attorney
Industry Legal Services
Experience
Adam S. Hicks, Attorney at Law   June 2015 - Present
Sweet Dreams Nurse Anesthesia, Inc.   March 2015 - April 2015
Habersham Funding, LLC  June 2009 - February 2015
Adam S. Hicks, Attorney at Law   February 2003 - June 2009
National Financial Services Group   June 2006 - May 2009
Touchstone Strategic Group   2003 - May 2009
Peachtree Planning Corporation  March 2003 - June 2006
AXA Financial  June 2002 - February 2003
Stewart, Melvin & Frost, LLC   October 1997 - May 2002
LifeSouth Community Blood Centers  July 1996 - December 2001

Skills
Litigation, Estate Planning, Insurance, Civil Litigation, Due Diligence, Investments, Courts, Retirement Planning, Defense, Finance, Corporate Law, Small Business, Appeals, Legal Research, Legal Writing, Tax, Licensing, Securities, Real Estate, Mergers & Acquisitions, Management, Negotiation, Risk Management, Arbitration, Administrative Law, Contract Negotiation, Financial Services, Mediation, Commercial Litigation, Strategic Planning, Executive Management, Leadership, Team Building, Training, Project Management, Program Management

Education
Mercer University - Walter F. George School of Law   1992 — 1995
J.D., Law

US Naval Academy   1982 — 1986
B.S., General Engineering

Ary Perez Ary Perez Jacksonville, Florida Details
Ary Perez's National Financial Services Group Experience November 2012 - May 2014
Job Senior Closing Loan Processor at Carrington Mortgage Services, Mortgage Lending Division
Industry Financial Services
Experience
Carrington Mortgage Services, Mortgage Lending Division  August 2015 - Present
PNC Mortgage  March 2015 - August 2015
SuperStock  May 2014 - February 2015
The H.I.L.L. of Northeast Florida, Inc   March 2014 - January 2015
National Financial Services Group   November 2012 - May 2014
PHH Mortgage  January 2011 - November 2012
PHH Mortgage  November 2005 - January 2011

Skills
Fixed Annuities, Retirement Planning, Life Insurance, Employee Benefits, Estate Planning..., Executive Benefits, Financial Strategies, Insurance Strategies, Key-Person Insurance, Personal Life Insurance, Personal Needs Analysis, Retirement Strategies, Operations Management, E-commerce, Sales Operations, Sales, Loans, Financial Services, Finance, Estate Planning, Banking, Residential Mortgages, Credit, Mortgage Banking, Financial Risk, Loan Origination, Insurance

Education
Florida State University - College of Business   2002 — 2005
Bachelor of Science (BS), Multinational Business

Dylan Powers Dylan Powers Greater Atlanta Area Details
Dylan Powers's National Financial Services Group Experience December 2013 - December 2013
Job Credit Analyst at Toyota Financial Services
Industry Financial Services
Experience
Toyota Financial Services  August 2014 - Present
Chef Kern, Inc.   August 2008 - August 2015
National Financial Services Group   December 2013 - December 2013

Skills
Leadership, Credit Analysis, Finance, Customer Service, Work Ethic, Financial Analysis, Employee Management, Microsoft Excel, Learning Quickly, Adaptability, Accounting, Microsoft Office, Financial Services, Logistics, Research

Education
University of Georgia - Terry College of Business   2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General

University of North Georgia   2008 — 2011
Associate of Arts (A.A.), Business Administration and Management, General

J. Dax Cooke, CFP® J. Dax Cooke, CFP® Atlanta, Georgia Details
J. Dax Cooke, CFP®'s National Financial Services Group Experience February 2007 - April 2009
Job CEO, Visionary Entrepreneur and Investor, Certified Financial Planner,
Industry Financial Services
Experience
FEBC   July 2011 - Present
Keystone Wealth Management   April 2009 - Present
National Financial Services Group   February 2007 - April 2009
Cooke Financial   February 2002 - December 2007

Skills
Management, Analysis, Consulting, Financial Planning, Customer Service, Strategic Planning, Project Management, Leadership, Business Strategy, Microsoft Office, Sales, Marketing, Strategy, Business Development, Microsoft Excel, Marketing Strategy, Change Management, Negotiation, Team Building, Public Speaking

Education
University of Alabama   2001 — 2005
Bachelor's Degree, Finance and Economics

University of Georgia - Terry College of Business   2010 — 2011
Certified Financial Planner Program, Financial Planning and Services

Russ Phillips Russ Phillips Atlanta, Georgia Details
Russ Phillips's National Financial Services Group Experience June 2013 - April 2015
Job Financial Professional at National Financial Services Group
Industry Financial Services
Experience
National Financial Services Group   June 2013 - April 2015
The Georgia Group- An Office of New England Financial   July 2011 - May 2013
Bank of North Georgia  November 2007 - February 2011
Colonial Bank  January 1996 - January 2007
SouthTrust Bank  1989 - 1996

Education
Kennesaw State University
Bachelor, Business Administration/Business Management, 1989

Gregory Latini, CFP® Gregory Latini, CFP® Charlotte, North Carolina Area Details
Gregory Latini, CFP®'s National Financial Services Group Experience January 2008 - March 2011
Job Financial Services Representative at Charlotte Metro Credit Union
Industry Investment Management
Experience
Charlotte Metro Credit Union   June 2013 - Present
Waddell & Reed  March 2011 - May 2013
National Financial Services Group   January 2008 - March 2011
Morgan Stanley Dean Witter  February 2000 - May 2001

Skills
Life Insurance, Disability Insurance, Pensions, Wealth Management, Retirement, Long-term Care, Mutual Funds, Series 7, Securities, Mortgage Lending, Wealth, Asset Management, Financial Analysis, Portfolio Management, Banking, Term Life Insurance, Microsoft Office, Retirement Planning, Strategic Financial..., Investments, Insurance, Financial Advisory, Wealth Accumulation, Financial Services, Long Term Care Insurance, Fixed Annuities, 401k, Financial Planners, Estate Planning, Series 63, IRAs, Financial Goals, Investment Advisory, Asset Allocation, Risk Management, Investment Strategies, 401k Rollovers, Uniform Combined State..., Alternative Investments, College Savings Plans, Wealth Management..., Variable Annuities, Roth IRA, Bonds, Investment Management, Savings, ETFs, Personal Financial..., High Net Worth..., Financial Modeling

Education
Queens University of Charlotte   2011 — 2013
CFP, Financial Planning

Hofstra University   1997 — 1999
BBA, Banking and Finance

Nassau Community College   1995 — 1997
Assoicates Degree, Liberal Arts

Ira Isaacs Ira Isaacs Greater Atlanta Area Details
Ira Isaacs's National Financial Services Group Experience April 2000 - Present
Job Financial Advisor
Industry Financial Services
Experience
National Financial Services Group   April 2000 - Present

Education
University of Florida   1969 — 1974

Tim Mantsch Tim Mantsch Irving, Texas Details
Tim Mantsch's National Financial Services Group Experience 1998 - 2003
Job Asst Superintendent at Main Street Renewal
Industry Real Estate
Experience
Main Street Renewal  March 2014 - Present
AIM LLC  2003 - Present
Strategic Equity Group LLC   August 2011 - 2012
RichSoft Media (a division of 7th Media Channel)   July 2009 - December 2010
Maverick Worldwide LLC   January 2009 - March 2010
Fidelity Investments  1998 - 2004
National Financial Services Group   1998 - 2003

Skills
Equities, Series 7, Investments, Venture Capital, Due Diligence, Entrepreneurship, Private Equity, Business Planning, Portfolio Management, New Business Development, Funding, Strategic Financial..., Corporate Development, Risk Management, Finance, Start-ups, Small Business, Asset Managment, Business, Mergers, Investor Relations, Marketing, Sales, Business Strategy, Business Development, Strategy, Strategic Planning, Contract Negotiation, Consulting, Team Building, Negotiation, Mergers

Education
Texas A&M University-Commerce
Business and Building Sciences

Bobby Raymond Bobby Raymond Jacksonville, Florida Details
Bobby Raymond's National Financial Services Group Experience January 1995 - February 2002
Job Insurance Agency Owner
Industry Insurance
Experience
Brightway Fort Caroline Agency   January 2010 - Present
Brightway Insurance  January 2010 - Present
Zurich Insurance Services  February 2002 - September 2009
National Financial Services Group   January 1995 - February 2002

Skills
Insurance, Sales, Management, Sales Management, Call Centers, Property & Casualty..., Small Business, Team Building, Marketing, New Business Development, Selling, Umbrella Insurance, Account Management, Customer Service, Commercial Lines, Employee Benefits, Training, Life Insurance, Marketing Strategy, Casualty, Workers Compensation, Customer Retention, Professional Liability, Negotiation, General Insurance, Legal Liability, Homeowners, Commercial Insurance, Fixed Annuities, Health Insurance, Underwriting, Insurance Brokerage, Claim, Retirement, D&O, Liability, Term Life Insurance, Inland Marine, Disability Insurance, Brokers, Employment Practices..., Financial Planners, Liability Analysis, Casualty Insurance, Renters, Excess

Education
University of Florida   1980 — 1984
BS, Business Management

The Bolles School   1975 — 1980
High School Diploma

Connie Ang Connie Ang Greater Atlanta Area Details
Connie Ang's National Financial Services Group Experience June 2011 - October 2011
Job Jr Account Manager at WITH/Sims
Industry Marketing and Advertising
Experience
WITH/Sims   June 2015 - Present
WITH/Sims   August 2014 - May 2015
Lowe's Home Improvement  July 2012 - July 2014
3 Piece Entertainment   July 2012 - January 2013
National Solar Trainers  August 2011 - December 2011
National Financial Services Group   June 2011 - October 2011
Life Systems International  November 2010 - May 2011

Skills
Marketing, Facebook, Graphic Design, Email Marketing, Social Media, Digital Photography, Photoshop, SEO, Copywriting, Scheduling Management, Microsoft Office, Packaging, WordPress, Branding & Identity, Advertising, Adobe Creative Suite, Web Design, Twitter, Lead Generation, Lightroom, Final Cut Pro, HTML, Constant Contact

Education
University of North Carolina at Charlotte   2008 — 2012
Bachelors of Arts

Charlie Shoemaker Charlie Shoemaker Charlotte, North Carolina Details
Charlie Shoemaker's National Financial Services Group Experience June 2013 - August 2013
Job Analyst at First Tryon Advisors
Industry Financial Services
Experience
First Tryon Securities   June 2014 - Present
National Financial Services Group   June 2013 - August 2013

Skills
Microsoft Office, PowerPoint, Microsoft Excel, Research, Public Speaking, Microsoft Word, Social Media, Economics, Financial Analysis, Leadership, Data Analysis, Teamwork, Outlook

Education
Hampden-Sydney College   2010 — 2014

Hampden-Sydney College   2010 — 2014
Bachelor's degree, Economics

Angela Rehkop, ChFC®, CFP® Angela Rehkop, ChFC®, CFP® Greater Atlanta Area Details
Angela Rehkop, ChFC®, CFP®'s National Financial Services Group Experience 2004 - 2010
Job Advisor at Financial Care Providers
Industry Financial Services
Experience
Financial Care Providers   June 2010 - Present
Financial Care Providers   2010 - Present
Golf for the Kids   2007 - Present
National Financial Services Group   2004 - 2010
MetLife Investors  2001 - 2004
Porraro and Associates/Allmerica Financial   1993 - 2001

Skills
Management, Investment Advisory, Alternative Investments, Estate Planning, Small Business, Finance, Strategic Financial..., ERISA, Financial Services, Wealth Management, Investment Strategies, Leadership, Securities, Financial Advisory, Investments, Employee Benefits, Wealth Management..., Mergers, Retirement Planning, Financial Analysis, Mutual Funds, Business Development, Entrepreneurship, Team Building, Project Planning, Executive Positions, Wealth, 401k, Financial Planners, Strategic Planning, Wealth Accumulation, Retirement, Integrated Marketing, 401k Rollovers, Investment Management, Asset Allocation, Pensions, Retirement Plan..., Series 65, IRAs, Fixed Annuities, Long-term Care, Series 7, Series 63, Personal Financial..., Life Insurance, Asset Management

Education
University of Georgia - Terry College of Business   1985 — 1989
BBA, Finance

Ramon Johnson, MBA, PMP Ramon Johnson, MBA, PMP Raleigh-Durham, North Carolina Area Details
Ramon Johnson, MBA, PMP's National Financial Services Group Experience February 2006 - May 2007
Job Program Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  May 2007 - Present
National Financial Services Group   February 2006 - May 2007
Fidelity Investments  January 2005 - February 2006
Fidelity Investments  July 2003 - January 2005

Education
Boston College - Wallace E. Carroll Graduate School of Management   1999 — 2001
MBA, Finance

Boston College   1996 — 2000
BS, Finance

Bradlee Robbert Bradlee Robbert Jacksonville, Florida Area Details
Bradlee Robbert's National Financial Services Group Experience July 2006 - Present
Job Independent Financial Services Professional
Industry Financial Services
Experience
National Financial Services Group   July 2006 - Present
National Financial Services Group   2006 - 2007

Education
Santa Fe Community College   2000 — 2002
AS, Radiology

Santa Fe Community College   1999 — 2002
AS, Radiology

Bruce Reich, CPA, MBA Bruce Reich, CPA, MBA Greater Atlanta Area Details
Bruce Reich, CPA, MBA's National Financial Services Group Experience May 2000 - Present
Job Financial Professional at National Financial Services Group
Industry Financial Services
Experience
National Financial Services Group   May 2000 - Present
Porraro & Associates   September 1994 - April 2000

Skills
Business Planning..., Tax Planning Strategies, Pension...

Education
Kennesaw State University
Master of Business Administration (MBA), Finance, General

Georgia State University   1992 — 1994
Taxation

Queens College
Bachelor's degree, Accounting, Information Systems and Economics

Catherine Banks Catherine Banks Greater Atlanta Area Details
Catherine Banks's National Financial Services Group Experience July 2000 - September 2004
Job New product Sales Rep at Sage Software
Industry Accounting
Experience
Sage Software  Sales consultantSageNovember 2006 - Present
Reed Elsevier  November 2005 - November 2006
Madison Financial Group  September 2004 - November 2005
National Financial Services Group   July 2000 - September 2004
Transamerica LTCP/ LTC Advisement   August 1996 - July 2000
AMEX Life Assurance / GE Capital Assurance. Co   February 1991 - August 1996

Education
East Carolina University   1971 — 1976
BFA, Graphic Design minor in Interior Design

Michael Cody Michael Cody Charlotte, North Carolina Area Details
Michael Cody's National Financial Services Group Experience 2004 - 2006
Job Market Sales Specialist, SafetyKleen, A Clean Harbors Company
Industry Environmental Services
Experience
Safety-Kleen  January 2015 - Present
Clean Harbors  January 2015 - Present
Lowe's Companies, Inc.   2014 - 2014
Windstream Communications  July 2011 - October 2012
Windstream Communications  March 2010 - July 2011
Fifth Third Bank  2006 - 2007
National Financial Services Group   2004 - 2006
Verizon Business  2000 - 2004
Honeywell  1999 - April 2000

Skills
Sales Operations, Account Management, B2B, Leadership, Sales, Management, Strategic Planning, Key Account Management, Employee Training, Strategic Negotiations, Solution Selling, New Business Development, Sales Process, Salesforce.com, Project Management, Sales Presentations, Business Development, Recycling, Direct Sales, Waste Management, Waste Reduction, Sales Management, HAZWOPER, Waste Treatment, Hazardous Waste..., Hazardous Materials, Biological Waste Water..., CRM, Lead Generation, Marketing, Marketing Strategy, Training, Team Building

Education
Ball State University   1993 — 1998
BS, Political Science and Government

Gaston College
Biologial Waste Water Treatment Levels 1 & 2 Certification

HAZWOPER Certified 29 CFR 1910.120 (e)

University of Phoenix
MBA, Business

Greg Nolan Greg Nolan Boston, Massachusetts Details
Greg Nolan's National Financial Services Group Experience July 2014 - Present
Job National Financial Services Group, Senior Relationship Manager, Vice President
Industry Financial Services
Experience
National Financial Services Group   July 2014 - Present
Pershing, a BNY Mellon company  February 2002 - July 2014

Education
Bentley College

Ellen Moretz Ellen Moretz Charlotte, North Carolina Area Details
Ellen Moretz's National Financial Services Group Experience April 2005 - April 2007
Job Callcenter Agent at SMS Systems Maintenance Services
Industry Food & Beverages
Experience
SMS Systems Maintenance Services  August 2010 - Present
Panera Bread  September 2009 - Present
National Financial Services Group   April 2005 - April 2007
Everdream  September 2002 - June 2003
IBM  September 1979 - June 2001

Skills
Training, Microsoft Office, Customer Service, Music, Teaching, Public Speaking, Event Management

Education
Lenoir-Rhyne University

Cynthia Sun Cynthia Sun Atlanta, Georgia Details
Cynthia Sun's National Financial Services Group Experience 2009 - 2009
Job Public Relations Practitioner
Industry Public Relations and Communications
Experience
Dodge Communications  June 2015 - Present
Porter Novelli  January 2013 - November 2014
Edelman  March 2012 - December 2012
Freelance  August 2010 - April 2012
ExPR, JHS Consulting Inc.   June 2011 - August 2011
Edelman  November 2010 - February 2011
Sony Pictures Entertainment  July 2010 - September 2010
Lockheed Martin  January 2010 - April 2010
Concepts4Charity, Inc   April 2009 - April 2010
National Financial Services Group   2009 - 2009

Skills
Cision, SPSS, Adobe Creative Suite, Microsoft Office, Quantcast, Audacity, Press Releases, Strategic Communications, Event Planning, Public Relations, Community Outreach, Communications Planning, Press Kits, Internal Communications, Event Management, Media Relations, Newsletters, Social Media, Marketing Communications, Corporate Communications, Blogging, Writing, Message Development, Social Media Marketing, Sponsorship, Email Marketing, Crisis Communications

Education
Georgia State University
Bachelor of Arts (B.A.), Journalism, Public Relations, Hospitality Administration

Syracuse University
Master of Science (M.S.), Public Relations

Brent Honea, J.D.- M.B.A. Brent Honea, J.D.- M.B.A. Orange County, California Area Details
Brent Honea, J.D.- M.B.A.'s National Financial Services Group Experience April 2001 - July 2005
Job Attorney At Law at Barth Calderon Attorneys, LLP.
Industry Financial Services
Experience
Barth Calderon Attorneys, LLP.   November 2013 - Present
Law Student - Western State Univ. College of Law   August 2009 - June 2013
RJL Wealth Management  June 2012 - January 2013
1st Global  August 2009 - March 2011
Fidelity Investments  January 2007 - February 2009
ADP Clearing   January 2006 - December 2006
National Financial Services Group   April 2001 - July 2005
Wedbush Securities  1998 - 2001
American Savings Bank  1990 - 1993
American Savings Bank  1990 - 1993

Skills
Business Development, 401k, Sales, Series 7, New Business Development, Leadership, Management, Sales Management, Wealth Management, Retirement, Executive Management, Strategy, Estate Planning, Retirement Planning, Competitive Analysis, Investments, Securities, Insurance, Portfolio Management, Financial Advisory, Wealth Management...

Education
Western State University College of Law   2009 — 2013
J.D., Emphasis: Estate Planning / Tax / Business Law

California State Polytechnic University-Pomona   1997 — 1998
MBA, Finance, Finance

Ellen Epstein Ellen Epstein Greater New York City Area Details
Ellen Epstein's National Financial Services Group Experience June 1993 - November 2002
Job Senior Manager with Morgan Stanley
Industry Accounting
Experience
Morgan Stanley  August 2012 - Present
Resources Global Professionals  November 2002 - August 2012
National Financial Services Group   June 1993 - November 2002
Salomon Brothers  1987 - 1993

Skills
Sarbanes-Oxley Act, Accounting, Financial Analysis, Internal Controls, Risk Management, Financial Reporting, Auditing, Business Process..., Financial Services, Managerial Finance, Management, Sarbanes-Oxley, Process Improvement, Internal Audit

Education
Baruch College, City University of New York (CUNY)   1980 — 1984
BBA, Accounting

Amanda Colbert Amanda Colbert Greater Atlanta Area Details
Amanda Colbert's National Financial Services Group Experience November 2007 - January 2009
Job Technology Integration Specialist
Industry Information Technology and Services
Experience
George Walton Academy  March 2013 - Present
Northwestern Mutual  April 2009 - March 2013
National Financial Services Group   November 2007 - January 2009

Skills
Management, Marketing, PowerPoint, Microsoft Excel, Social Media, Microsoft Office, Event Planning, Customer Service, Social Media Marketing, Sales, Microsoft Word, Leadership

Education
Georgia State University - J. Mack Robinson College of Business   2004 — 2009
Bachelor of Business Administration (BBA), Marketing & Managerial Science

Angie Filer Angie Filer Greater Atlanta Area Details
Angie Filer's National Financial Services Group Experience May 2007 - Present
Job Director of Marketing at National Financial Services Group
Industry Financial Services
Experience
National Financial Services Group   May 2007 - Present
Filer & Associates   April 1987 - August 2001
First Bank System (US Bank)   1978 - 1983

Skills
Marketing Communications, Public Relations, Event Planning, Training, Marketing, Social Media Marketing, Market Planning, Business Development, Sales, Management, Sales Management, Small Business, Copywriting and Editing, Internal and External..., Website Development and..., Strategic marketing...

Education
University of Minnesota-Twin Cities
Bachelor of Science, Secondary Education and Teaching

University of Minnesota-Twin Cities
Master of Arts, Industrial and Organizational Psychology - Training and Development

Robin Elissa Williams Robin Elissa Williams Greater Atlanta Area Details
Robin Elissa Williams's National Financial Services Group Experience February 2006 - Present
Job Financial Services Executive Assistant
Industry Financial Services
Experience
National Financial Services Group   February 2006 - Present

Skills
Microsoft Office

Education
Kennesaw State University - Michael J. Coles College of Business   2004 — 2008
Bachelor, Management

Brittany Glenos Brittany Glenos Jacksonville, Florida Details
Brittany Glenos's National Financial Services Group Experience November 2010 - March 2014
Job Investment Consultant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  March 2014 - Present
National Financial Services Group   November 2010 - March 2014
National Student Leadership Forum   June 2009 - August 2009
University of North Florida  May 2008 - August 2008

Skills
Equities, Estate Planning, Financial Analysis, Financial Services, Insurance, Investments, Leadership, Life Insurance, Mutual Funds, Retirement Planning, Risk Management, Securities, Small Business, Social Media, Wealth Management

Education
Rollins College   2006 — 2010
BA, International Relations

Universite De La Sorbonne   2009 — 2009
French language and culture

The Bolles School

Ivy Yang, CFP®,EA,MBA Ivy Yang, CFP®,EA,MBA Greater Atlanta Area Details
Ivy Yang, CFP®,EA,MBA's National Financial Services Group Experience January 2008 - May 2009
Job Certified Financial Planner and IRS Enrolled Agent
Industry Financial Services
Experience
Ivy Financial Services LLC   January 2008 - Present
Ivy Financial Services LLC   2006 - Present
Ivy Art Design   January 2003 - Present
National Financial Services Group   January 2008 - May 2009
H&R Block  January 2007 - May 2009
Delta Technology  July 1996 - June 2005

Education
Oglethorpe University   2007 — 2007
Certified Financial Planner

University of South Florida   1994 — 1996
MBA, MBA

National Chengchi University   1973 — 1977
Bechelor, Psychology

Daniel Charlton Daniel Charlton Charlotte, North Carolina Area Details
Daniel Charlton's National Financial Services Group Experience November 2008 - March 2009
Job Home Equity Specialists
Industry Financial Services
Experience
Wells Fargo  April 2015 - Present
People's United Bank  November 2014 - March 2015
RoundPoint Mortgage  May 2014 - August 2014
Wells Fargo  January 2013 - May 2014
AFL  May 2011 - December 2012
Wells Fargo  July 2010 - April 2011
Steak n Shake  July 2009 - October 2009
National Financial Services Group   November 2008 - March 2009
American Security Mortgage  March 2008 - October 2008

Skills
Credit, Loans, Mortgage Lending, Mortgage Banking, FHA, Customer Service, Real Estate, Microsoft Office, First Time Home Buyers, Investment Properties, Microsoft Excel, Microsoft Word, Refinance, Finance, Call Centers, Troubleshooting, Customer Satisfaction, Training, Time Management

Education
Kentucky Christian University   2004 — 2006
Bachelors in Science, Business Administration, Bible

Kaskaskia College   2000 — 2004
Associate of Science (A.S.), Business Administration and Management, General

Wilbert Hamilton Wilbert Hamilton Montgomery, Alabama Area Details
Wilbert Hamilton's National Financial Services Group Experience August 2008 - July 2009
Job Financial Advisor at Hamilton Advisory Group
Industry Financial Services
Experience
Hamilton Advisory Group   October 2009 - Present
National Financial Services Group   August 2008 - July 2009
Mutual of Omaha  September 2005 - August 2008

Skills
Retirement Planning, Life Insurance, Wealth, 401k Rollovers, Strategic Financial..., Insurance, Sales Management, Securities, Public Speaking, Whole Life, Fixed Annuities, Retirement, Estate Planning, Disability Insurance, Long-term Care, Term Life Insurance, Series 63, Wealth Management, 401k, Retirement Plan..., Long Term Care Insurance, IRAs, Mutual Funds, Wealth Accumulation, Series 6, Investments, Financial Advisory, Succession Planning, Asset Management, Wealth Management..., Investment Strategies, Strategic Planning, Personal Financial..., Variable Annuities, Equities, High Net Worth..., College Savings Plans, Roth IRA, Universal Life, Financial Planners, Portfolio Management

Education
University of Alabama at Birmingham   2000 — 2004
BA, Economics, Finance

Farris Atta Farris Atta Greater Atlanta Area Details
Farris Atta's National Financial Services Group Experience May 2013 - Present
Job Financial Professional at National Financial Services Group
Industry Financial Services
Experience
National Financial Services Group   May 2013 - Present
K & F Catering llc.   August 2008 - December 2012

Skills
Estate Planning..., Financial Strategies, Pension Plans, Retirement Planning, Business Needs Analysis, Life Insurance, Employee Benefits, IRAs

Education
Emory University   2002 — 2006
Bachelor of Arts (B.A.), Chemistry

Mark Catafesta Mark Catafesta Greater Philadelphia Area Details
Mark Catafesta's National Financial Services Group Experience
Job financial services rep at National Financial Services Group
Industry Insurance
Experience
National Financial Services Group  

Skills
Finance, Retirement, Investments, Insurance, Financial Planning, Retirement Planning, Mutual Funds, Life Insurance, Wealth Management

Education
Pennsylvania State University-Penn State Greater Allegheny

Ralph E. Stolze Ralph E. Stolze Jacksonville, Florida Details
Ralph E. Stolze's National Financial Services Group Experience October 2012 - Present
Job Financial Professional at National Financial Services Group
Industry Insurance
Experience
National Financial Services Group   October 2012 - Present
AXA  June 2007 - May 2009
New York Life Insurance Company  2001 - 2007

Skills
Fixed Annuities, Insurance Strategies, Key-Person Insurance, Life Insurance, Personal Life Insurance

Education
University of Bridgeport   1965 — 1968
Bachelor's Degree, History

The College of William and Mary   1960 — 1965
Bachelor of Arts (BA), History