National Independent Broker Dealer

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National Independent Broker Dealer Employees

Employee
Years
Job
Industry
Sara McRay Sara McRay Birmingham, Alabama Area Details
Sara McRay's National Independent Broker Dealer Experience September 2013 - Present
Job Controller at National independent broker dealer
Industry Financial Services
Experience
National independent broker dealer   September 2013 - Present
National independent broker dealer   September 2012 - September 2013
Sterne Agee  April 2007 - September 2012
G-Trade   August 2006 - April 2007
Dowling & Co   October 2004 - April 2005

Skills
Financial Reporting, Accounts Payable, Financial Statements, Payroll, Journal Entries, Bank Reconciliation, Financial Analysis, Accounting, Budgets, General Ledger, Financial Accounting, Bloomberg, Microsoft Excel, Securities

Education
University of Alabama   2002 — 2006
Bachelor of Science, Accounting

University of Alabama   2002 — 2006
Bachelor of Science, Commerce & Business Administration; Accounting

Sarah Randolph Sarah Randolph Birmingham, Alabama Details
Sarah Randolph's National Independent Broker Dealer Experience July 2008 - December 2012
Job Development Coordinator, Departments of Neurology & Psychiatry
Industry Fund-Raising
Experience
The University of Alabama at Birmingham  November 2014 - Present
Give & Take Resale   March 2014 - August 2014
Boly:Welch  April 2014 - May 2014
Artifact Creative Recycle   January 2014 - March 2014
Boly:Welch  November 2013 - January 2014
Arapahoe Basin Ski Area  February 2013 - July 2013
National Independent Broker-Dealer  July 2008 - December 2012
National Independent Broker-Dealer  September 2003 - July 2008

Skills
Advertising, Marketing, Marketing Communications, Communication, Graphic Design, Creative Direction, Close Attention to..., Collaboration, Multi-task & Handle..., Hardwork, Interpersonal..., Organization, Thinking Outside The Box, Art, Interviews, Event Planning, Management, Public Relations, Social Media, Social Media Marketing, Nonprofits, Customer Service, Social Networking, Editing, Writing, Public Speaking, Event Management, Marketing Strategy, Copy Editing, Newsletters, Publications, Leadership, Volunteer Management, Sales, Community Outreach, Email Marketing, InDesign, Photography, Microsoft Excel, Fundraising, Digital Marketing, Media Relations, Press Releases, Facebook

Education
University of Alabama at Birmingham   2003 — 2008
Bachelor of Arts (B.A.), Communication Management and Marketing

Auburn University   2005 — 2005
Public Relations, Advertising, and Applied Communication

Jefferson State Community College   2001 — 2003
Business/Commerce, General

Tony Crocker Tony Crocker Birmingham, Alabama Details
Tony Crocker's National Independent Broker Dealer Experience July 2014 - Present
Job Financial Analyst at National Independent Broker Dealer
Industry Accounting
Experience
National Independent Broker Dealer   July 2014 - Present
National Independent Broker Dealer   January 2014 - July 2014
DCF GROUP, P.C.   January 2012 - December 2013

Skills
Microsoft Office, Strategic Planning, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Financial Reporting, Budget Forecasts

Education
Birmingham-Southern College   2009 — 2011
Bachelor of Science (BS), Accounting

Appalachian State University   2007 — 2009

Scott Montes Scott Montes Birmingham, Alabama Details
Scott Montes's National Independent Broker Dealer Experience December 2011 - Present
Job Senior Compliance Officer
Industry Financial Services
Experience
National Independent Broker Dealer   December 2011 - Present
Sterne Agee  June 2001 - October 2011
Securities America, Inc. Member FINRA/SIPC   December 1999 - June 2001
American Express Financial Advisors  August 1998 - May 1999

Skills
Customer Service, Series 7, Series 24, Series 65, Interpersonal..., Outlook, Microsoft Office, Research, AML, Auditing, Banking, Compliance, Risk Management, Securities Regulation, FINRA, Fixed Income, Insurance, Strategic Planning

Education
Auburn University, College of Business   1991 — 1996
Bachelor of Science (B.S.), Operations Management and Supervision

Bruce Frommeyer Jr. Bruce Frommeyer Jr. Greater Denver Area Details
Bruce Frommeyer Jr.'s National Independent Broker Dealer Experience June 2012 - January 2014
Job Enterprise Systems, Risk and Controls Consultant at PwC
Industry Management Consulting
Experience
PwC  January 2015 - Present
Sierra-Cedar  January 2014 - January 2015
National Independent Broker Dealer   June 2012 - January 2014
Millsaps College  January 2011 - May 2012
Pluris Valuation Advisors LLC  June 2011 - August 2011
St. Andrew's-Sewanee School   August 2010 - November 2010
University of the South  May 2010 - November 2010
New Orleans Zephyrs  June 2009 - August 2009

Skills
Data Analysis, Writing, Group Dynamics, Bloomberg Terminal, Factset, Microsoft Office, Fundraising, Reporting & Analysis, Financial Analysis, Market Research, Product Marketing, Group Presentations, Training, Leadership, CRM, Marketing, Sales, Portfolio Management, Public Speaking, Risk Management, Microsoft Excel

Education
Millsaps College   2011 — 2012
Master of Business Administration (MBA), Finance and Marketing

Sewanee-The University of the South   2006 — 2010
Bachelor of Arts, Economics

Jim Gavin LUTCF Jim Gavin LUTCF Portland, Maine Area Details
Jim Gavin LUTCF's National Independent Broker Dealer Experience June 2010 - Present
Job General Securities Principal at National Independent Broker Dealer
Industry Financial Services
Experience
National Independent Broker Dealer   June 2010 - Present
Bankers Life  April 2009 - Present
Waddell & Reed  October 2005 - April 2009
MassMutual  June 2003 - September 2005
Metlife  September 1999 - May 2003
Prudential  August 1993 - August 1999

Skills
Retirement Planning, Fixed Annuities, Insurance, Mutual Funds, Investments, Retirement, Life Insurance, Portfolio Management, Financial Advisory, Health Insurance, Estate Planning, Property & Casualty...

Education
American College   1993 — 1997
LUTCF, Business and Estate Planning

Jason Prew CLF®, CLTC Jason Prew CLF®, CLTC Hauppauge, New York Details
Jason Prew CLF®, CLTC's National Independent Broker Dealer Experience 2014 - Present
Job Branch Sales Manager at Bankers Life
Industry Insurance
Experience
National Independent Broker Dealer   2014 - Present
Bankers Life  August 2009 - Present
Bankers Life and Casualty Company  February 2006 - July 2009
Bankers Life and Casualty Company  September 2003 - January 2006
CitiStreet  April 2001 - August 2003
United States Marine Corps  September 1993 - September 1997

Skills
Leadership, Life Insurance, Customer Service, Medicare, Insurance, Property & Casualty..., Retirement, Fixed Annuities, Training, Cold Calling, Finance, Underwriting, Relationship Management, Mutual Funds, Employee Benefits, Public Speaking, Health Insurance, Long Term Care Insurance, Universal Life, Whole Life, Management, Sales

Education
Bryant University   1997 — 2000
Bachelor's degree, Finance

Micael Fois Micael Fois Jersey City, New Jersey Details
Micael Fois's National Independent Broker Dealer Experience October 2014 - Present
Job Investment Advisor Representative at National Independent Broker Dealer
Industry Financial Services
Experience
National Independent Broker Dealer   October 2014 - Present
Bankers Life and Casualty Company  June 2014 - Present
Bankers Life and Casualty Company  October 2012 - Present
Bankers Life and Casualty Company  August 2013 - June 2014
Pech Limousine   July 2010 - September 2012
Elite Marketing Group  September 2002 - September 2005

Skills
Life Insurance, Fixed Annuities, Health Insurance, Term Life Insurance, Long Term Care Insurance, Insurance, Whole Life, Universal Life, Long-term Care, Team Building, Retirement, Retirement Planning, Customer Service, Training, Marketing, Management, IRAs, Medicare, Critical Illness, General Insurance, Estate Planning, Project Management, Online Marketing, Social Media Marketing, Production Management, Event Management, Brand Awareness, Team Leadership, Life & Health Insurance..., Medicare Part D

Education
Metropolitan Community College-Penn Valley   2010 — 2012
Associates in Arts

The American College

Tim Winchester Tim Winchester Cordova, Tennessee Details
Tim Winchester's National Independent Broker Dealer Experience January 2011 - Present
Job Branch Sales Manager at Bankers Life
Industry Insurance
Experience
Bankers Life  March 2013 - Present
National Independent Broker Dealer   January 2011 - Present
Bankers Life  May 2010 - March 2013
U.S. Army   June 1986 - March 1991

Skills
LUTCF, CLTC, APP, Leadership Development, Strategic Communications, Financial Services, Strategic Vision, Team Building, Coaching Baseball, Fantasy Baseball, Long Term Care Insurance, Retirement, Retirement Planning, Series 6, Fixed Annuities, Uniform Combined State..., IRAs, Life Insurance, Series 7, Whole Life, Mutual Funds, Long-term Care, Wealth Accumulation, Wealth Management, Universal Life, Disability Insurance, Estate Planning, Financial Planners, Term Life Insurance, Series 63, Asset Allocation, Investment Advisory, Financial Advisory, 401k, Variable Annuities, Wealth, Securities, Health Insurance, Strategic Financial..., Income Protection, Investments, 401k Rollovers, Series 65, Banking, Finance, Employee Benefits, Critical Illness, Financial Planning, Leadership

Education
Kansas State University   2011 — 2012
Personal Financial Planning Certificate Program, Financial Planning and Services, 4.0

Northern State University   1983 — 1986
Bachelor's degree, Secondary Education and Coaching

Darren Guerrera Darren Guerrera Birmingham, Alabama Area Details
Darren Guerrera's National Independent Broker Dealer Experience April 2015 - Present
Job Chief Financial Officer
Industry Financial Services
Experience
National Independent Broker Dealer   April 2015 - Present
BBVA Compass Investment Solutions  November 2000 - March 2015
Sterne Agee  May 1994 - November 2000
Ernst & Young  January 1992 - May 1994

Education
University of Alabama   1987 — 1991
BS, Accounting

Jonathan Beaupre Jonathan Beaupre Providence, Rhode Island Area Details
Jonathan Beaupre's National Independent Broker Dealer Experience February 2012 - Present
Job Financial Advisor with a National Independent Broker Dealer
Industry Architecture & Planning
Experience
National Independent Broker Dealer   February 2012 - Present
Ruby Tuesday  November 2010 - August 2013
A1 Pizza and Bar   August 2011 - April 2012
Paramount Restaurant Supply  March 2006 - October 2011

Skills
Microsoft Word, Customer Service, Investments, Retirement Plan..., Retirement Savings, Qualified Retirement..., Life Insurance, Medicare, Long Term Care Insurance, Indexed Annuities, Financial Analysis, PowerPoint, Microsoft Office, Retirement, Long-term Care, Team Building, Budgets, Outlook, Management, Project Management

Education
Salve Regina University   2009 — 2011
Masters, Business Administration

Johnson & Wales University   2006 — 2008
Bachelor, Engineering Design and Configuration Management

Johnson & Wales University   2004 — 2006
Associates, Computerized Drafting

Shane Slaughter Shane Slaughter Birmingham, Alabama Area Details
Shane Slaughter's National Independent Broker Dealer Experience July 2013 - Present
Job National Independent Broker Dealer
Industry Financial Services
Experience
National Independent Broker Dealer   July 2013 - Present
Urban Cookhouse  December 2011 - July 2013

Skills
Public Speaking, Event Planning, Social Networking, Hospitality, Marketing, Microsoft Office, Sales, Social Media, Customer Service, Event Management, Newsletters, Coaching, Scheduling, Fundraising, Licensing, Client Relations, Social Media Marketing, Microsoft Word, PowerPoint, Microsoft Excel

Education
University of Alabama   2007 — 2011
Bachelor of Science, Restaurant and Hotel Management

University of Alabama   2007 — 2011
Bachelor of Science (B.S.), Hospitality Management

Shawn Clarke Shawn Clarke Birmingham, Alabama Details
Shawn Clarke's National Independent Broker Dealer Experience May 2015 - Present
Job Due Diligence Analyst at National Independent Broker Dealer
Industry Financial Services
Experience
National Independent Broker Dealer   May 2015 - Present
Auburn University Office of Innovation Advancement and Commercialization   May 2014 - May 2015
Protective Life  May 2013 - August 2013

Skills
Financial Analysis, Analysis, Research, Financial Modeling, Valuation, Investments, Finance, Bloomberg, Corporate Finance, Financial Reporting, Data Analysis, Business Analysis

Education
Auburn University   2011 — 2015
Bachelor of Science (B.S.) in Business Administration, Finance

Greg Keiper Greg Keiper Baltimore, Maryland Area Details
Greg Keiper's National Independent Broker Dealer Experience August 2010 - Present
Job Financial Advisor at National Independent Broker Dealer
Industry Financial Services
Experience
National Independent Broker Dealer   August 2010 - Present
Bankers Life and Casualty  December 2008 - Present
Quality Builders Warranty Corp   October 2007 - October 2008
The CIT Group  September 2005 - September 2007
U.S. Funding Corporation   January 2003 - January 2006

Skills
Banking, Leadership, Underwriting, Insurance, Salesforce.com, Marketing, Loans, Account Management, Sales, Credit, Direct Sales, Sales Management, New Business Development, B2B, Sales Operations, Business Development, Process Improvement, Customer Service, Employee Benefits, Investments

Education
Towson University   1994 — 1998
Bachelor of Science (B.S.), Kinesiology and Exercise Science

Mathew Fletcher Mathew Fletcher Paducah, Kentucky Details
Mathew Fletcher's National Independent Broker Dealer Experience January 2015 - Present
Job UFT, Financial Advisor
Industry Financial Services
Experience
National Independent Broker Dealer   January 2015 - Present
Bankers Life and Casualty Company  August 2011 - Present
James Marine Paducah River Fuel Service   2005 - 2010

Skills
Microsoft Office, Customer Service, Management, Training, Insurance, Whole Life, Term Life Insurance, Fixed Annuities, Life Insurance, Long Term Care Insurance, Disability Insurance, Long-term Care, Health Insurance, Medicare, Recruiting, Critical Illness, Universal Life, Retirement Planning, Medicare Part D, Licensed Life, Permanent Life Insurance, Licensing, IRAs, Retirement

Education
Murray State University   2009 — 2011
Business Administration and Management, General

West Kentucky Community and Technical College   2009 — 2011
Associate of Science (A.S.), Business Administration and Management, General