National Planning Corporation
Industry: Company
DescriptionFounded: 1998 Parent organization: National Planning Holdings, Inc. Subsidiaries: National Insurance Consulting (NIC) Group, Inc.,
National Planning Corporation List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at National Planning Corporation. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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National Planning Corporation Employees
Employee
Years
Job
Industry
Jay Caldwell Jay Caldwell's National Planning Corporation Experience May 2008 - November 2008
Job Independent Financial Consultant at Diversified Wealth Management
Industry Financial Services
Experience
Diversified Wealth Management September 2015 - Present
Curian Capital July 2011 - August 2015
Transamerica December 2008 - June 2011
National Planning Corporation May 2008 - November 2008
Skills
Series 7, Investments, Alternative Investments, Separately Managed..., Series 65, Life Insurance, Variable Annuities, Mutual Funds
Education
DePauw University 2004 — 2008
BA, Communications, Economics
DePauw University 2004 — 2008
Diversified Wealth Management September 2015 - Present
Curian Capital July 2011 - August 2015
Transamerica December 2008 - June 2011
National Planning Corporation May 2008 - November 2008
Skills
Series 7, Investments, Alternative Investments, Separately Managed..., Series 65, Life Insurance, Variable Annuities, Mutual Funds
Education
DePauw University 2004 — 2008
BA, Communications, Economics
DePauw University 2004 — 2008
Ryan Le Ryan Le's National Planning Corporation Experience October 2011 - March 2012
Job Marketing Analyst at TWO NIL
Industry Marketing and Advertising
Experience
TWO NIL May 2014 - Present
Beachbody October 2012 - May 2014
National Planning Corporation October 2011 - March 2012
Center for Embedded Networked Sensing, UCLA January 2010 - September 2010
Skills
Data Analysis
Education
University of California, Los Angeles 2009 — 2012
Bachelors of Science, Mathematics/Economics
TWO NIL May 2014 - Present
Beachbody October 2012 - May 2014
National Planning Corporation October 2011 - March 2012
Center for Embedded Networked Sensing, UCLA January 2010 - September 2010
Skills
Data Analysis
Education
University of California, Los Angeles 2009 — 2012
Bachelors of Science, Mathematics/Economics
Amanda Klein Amanda Klein's National Planning Corporation Experience May 2009 - August 2009
Job Business Development at Lavastorm Analytics
Industry Information Technology and Services
Experience
Ernst & Young September 2012 - January 2014
Ernst & Young June 2011 - August 2011
Nordstrom May 2010 - August 2010
National Planning Corporation May 2009 - August 2009
Skills
SEC filings, Auditing, US GAAP, Internal Controls, Financial Accounting, Financial Analysis, CPA, Financial Reporting, Accounting, GAAP, Sarbanes-Oxley Act, Internal Audit, Financial Statements, Assurance, Finance, Microsoft Excel, SEC Filings, Microsoft Office, PowerPoint, Leadership
Education
University of Southern California 2008 — 2012
Bachelor of Science (BS), Accounting
Ernst & Young September 2012 - January 2014
Ernst & Young June 2011 - August 2011
Nordstrom May 2010 - August 2010
National Planning Corporation May 2009 - August 2009
Skills
SEC filings, Auditing, US GAAP, Internal Controls, Financial Accounting, Financial Analysis, CPA, Financial Reporting, Accounting, GAAP, Sarbanes-Oxley Act, Internal Audit, Financial Statements, Assurance, Finance, Microsoft Excel, SEC Filings, Microsoft Office, PowerPoint, Leadership
Education
University of Southern California 2008 — 2012
Bachelor of Science (BS), Accounting
Jeff Griffith's National Planning Corporation Experience 1999 - Present
Job VP, Operations at National Planning Corporation
Industry Financial Services
Experience
National Planning Corporation 1999 - Present
Skills
Financial Services, Investments, Management, Mutual Funds, Securities, Series 7
Education
Louisiana State University in Shreveport
National Planning Corporation 1999 - Present
Skills
Financial Services, Investments, Management, Mutual Funds, Securities, Series 7
Education
Louisiana State University in Shreveport
Lisa (NPC) Lagorio Lisa (NPC) Lagorio's National Planning Corporation Experience November 1988 - Present
Job Certified Financial Planner at National Planning Corp
Industry Financial Services
Experience
National Planning Corp August 1989 - Present
National Planning Corporation November 1988 - Present
Skills
Investment Advisory, Financial Planners, Mutual Funds, Investment Strategies, Investments, Portfolio Management, Asset Management, IRAs, Series 63, Financial Analysis, Wealth Management..., Insurance, Wealth Accumulation, Wealth Management, Retirement Planning, ETFs, 401k Rollovers, Pensions, Investment Management, Life Insurance, Series 6, Long-term Care, Certified Financial..., Retirement Plan..., Long Term Care Insurance, Financial Goals, Roth IRA, 529 Plans, Series 24, Universal Life, Qualified Retirement..., Saving for Education, Retirement Savings, Asset Allocation, College Savings Plans, Financial Planning
Education
College of Financail Planning 1987 — 1989
Financial Planning
California State University-Chico
National Planning Corp August 1989 - Present
National Planning Corporation November 1988 - Present
Skills
Investment Advisory, Financial Planners, Mutual Funds, Investment Strategies, Investments, Portfolio Management, Asset Management, IRAs, Series 63, Financial Analysis, Wealth Management..., Insurance, Wealth Accumulation, Wealth Management, Retirement Planning, ETFs, 401k Rollovers, Pensions, Investment Management, Life Insurance, Series 6, Long-term Care, Certified Financial..., Retirement Plan..., Long Term Care Insurance, Financial Goals, Roth IRA, 529 Plans, Series 24, Universal Life, Qualified Retirement..., Saving for Education, Retirement Savings, Asset Allocation, College Savings Plans, Financial Planning
Education
College of Financail Planning 1987 — 1989
Financial Planning
California State University-Chico
Oscar Gordillo's National Planning Corporation Experience December 2007 - October 2008
Job Nexxt Connectivity Regional Sales Manager an Accvent Company
Industry Information Technology and Services
Experience
Nexxt Connectivity, an Accvent Company April 2012 - Present
Epson October 2010 - March 2012
Star Computer Group October 2008 - October 2010
National Planning Corporation December 2007 - October 2008
Morgan Stanley Investment Management June 2007 - September 2007
Banc of America Investments July 2006 - April 2007
Ingram Micro March 1997 - June 2006
Computek S.A. August 1997 - March 1998
Hewlett-Packard February 1994 - August 1997
Skills
Sales Management, Channel, Account Management, Product Marketing, New Business Development, Sales, Solution Selling, Product Management, Marketing Strategy, Strategic Planning, Business Planning, International Sales, Direct Sales, Business Development, Multi-channel Marketing, Negotiation, Sales Process, Salesforce.com, Sales Operations, Channel Partners, Marketing, Team Leadership, CRM, Competitive Analysis, Go-to-market Strategy, Key Account Management, Partner Management, Product Development, Strategic Partnerships, Strategy, B2B, Cloud Computing
Education
Miami Dade College 1994 — 1996
AA, International Business
Barry University
Computer Engineer
Nexxt Connectivity, an Accvent Company April 2012 - Present
Epson October 2010 - March 2012
Star Computer Group October 2008 - October 2010
National Planning Corporation December 2007 - October 2008
Morgan Stanley Investment Management June 2007 - September 2007
Banc of America Investments July 2006 - April 2007
Ingram Micro March 1997 - June 2006
Computek S.A. August 1997 - March 1998
Hewlett-Packard February 1994 - August 1997
Skills
Sales Management, Channel, Account Management, Product Marketing, New Business Development, Sales, Solution Selling, Product Management, Marketing Strategy, Strategic Planning, Business Planning, International Sales, Direct Sales, Business Development, Multi-channel Marketing, Negotiation, Sales Process, Salesforce.com, Sales Operations, Channel Partners, Marketing, Team Leadership, CRM, Competitive Analysis, Go-to-market Strategy, Key Account Management, Partner Management, Product Development, Strategic Partnerships, Strategy, B2B, Cloud Computing
Education
Miami Dade College 1994 — 1996
AA, International Business
Barry University
Computer Engineer
Kaveh Nemayeshi Kaveh Nemayeshi's National Planning Corporation Experience December 2007 - March 2012
Job Analyst
Industry Financial Services
Experience
Guaranteed Rate March 2015 - Present
Wintrust Mortgage November 2012 - Present
National Planning Corporation December 2007 - March 2012
Washington Mutual April 2007 - December 2007
The Dress Doctor Inc July 2006 - March 2007
Countrywide Home Loans, Inc August 2005 - June 2006
Countrywide Home Loans, Inc May 2005 - August 2005
Countrywide Home Loans, Inc September 2002 - April 2005
Skills
Proficient in Microsoft..., Proficient with Mac OS X, facility with..., common sense, Multi Tasking, Speak foreign language, Problem Solving, Auditing, Analysis, Data Analysis, Leadership, Microsoft Excel, Microsoft Word, Outlook, Strategic Planning, Team Leadership, Financial Analysis, PowerPoint, Microsoft Office, Accounts Payable, Accounts Receivable, Financial Reporting, Account Reconciliation, Accounting, Financial Accounting, QuickBooks, Invoicing, Payroll, General Ledger, Cash Management, Bank Reconciliation, Accruals, Journal Entries, Finance, Management
Education
University of Phoenix 2010 — 2012
Bachelors, Finance
University of Phoenix 2008 — 2012
Associates, Business Finance
Guaranteed Rate March 2015 - Present
Wintrust Mortgage November 2012 - Present
National Planning Corporation December 2007 - March 2012
Washington Mutual April 2007 - December 2007
The Dress Doctor Inc July 2006 - March 2007
Countrywide Home Loans, Inc August 2005 - June 2006
Countrywide Home Loans, Inc May 2005 - August 2005
Countrywide Home Loans, Inc September 2002 - April 2005
Skills
Proficient in Microsoft..., Proficient with Mac OS X, facility with..., common sense, Multi Tasking, Speak foreign language, Problem Solving, Auditing, Analysis, Data Analysis, Leadership, Microsoft Excel, Microsoft Word, Outlook, Strategic Planning, Team Leadership, Financial Analysis, PowerPoint, Microsoft Office, Accounts Payable, Accounts Receivable, Financial Reporting, Account Reconciliation, Accounting, Financial Accounting, QuickBooks, Invoicing, Payroll, General Ledger, Cash Management, Bank Reconciliation, Accruals, Journal Entries, Finance, Management
Education
University of Phoenix 2010 — 2012
Bachelors, Finance
University of Phoenix 2008 — 2012
Associates, Business Finance
Andrew Soha's National Planning Corporation Experience January 2015 - Present
Job "Creative" Director of Group Benefits at National Planning Corporation
Industry Insurance
Experience
National Planning Corporation January 2015 - Present
National Insurance Consulting Group, Inc. November 2014 - January 2015
FirstLab June 2011 - November 2014
CIGNA Healthcare September 2009 - June 2011
Assurant Health November 2005 - September 2009
Skills
Leadership, Account Management, Employee Benefits, Sales, Sales Operations, Management, Sales Management, Health Insurance, Salesforce.com, Human Resources, Applicant Tracking..., Networking, Drug Testing, DOT Compliance, Team Building, Strategy, Background Checks, Benefits Administration, Executive Management, Contract Negotiation, Business to Business..., HR Solutions, Process Improvement, HR Compliance &..., HRIS Database Management, Benefit Plan..., Stop Loss, Self-funded, Dental Insurance, Disability Insurance, Insurance, Relationship Building
Education
West Chester University of Pennsylvania 1998 — 2003
B.S., Business Marketing
Università degli Studi di Urbino 'Carlo Bo' 2001 — 2001
Italian 1, 2, and Art & History, Italian Studies
National Planning Corporation January 2015 - Present
National Insurance Consulting Group, Inc. November 2014 - January 2015
FirstLab June 2011 - November 2014
CIGNA Healthcare September 2009 - June 2011
Assurant Health November 2005 - September 2009
Skills
Leadership, Account Management, Employee Benefits, Sales, Sales Operations, Management, Sales Management, Health Insurance, Salesforce.com, Human Resources, Applicant Tracking..., Networking, Drug Testing, DOT Compliance, Team Building, Strategy, Background Checks, Benefits Administration, Executive Management, Contract Negotiation, Business to Business..., HR Solutions, Process Improvement, HR Compliance &..., HRIS Database Management, Benefit Plan..., Stop Loss, Self-funded, Dental Insurance, Disability Insurance, Insurance, Relationship Building
Education
West Chester University of Pennsylvania 1998 — 2003
B.S., Business Marketing
Università degli Studi di Urbino 'Carlo Bo' 2001 — 2001
Italian 1, 2, and Art & History, Italian Studies
Warren Small Warren Small's National Planning Corporation Experience December 2010 - October 2011
Job Casting Editor at Shed Media Group
Industry Motion Pictures and Film
Experience
Shed Media September 2012 - Present
Freelance 2012 - Present
Prime Focus April 2012 - July 2012
National Planning Corporation December 2010 - October 2011
Scream 4: Still Screaming 2010 - 2011
Skills
Film Production
Education
Columbia College Chicago
Film Producing
Full Sail University
Film
Shed Media September 2012 - Present
Freelance 2012 - Present
Prime Focus April 2012 - July 2012
National Planning Corporation December 2010 - October 2011
Scream 4: Still Screaming 2010 - 2011
Skills
Film Production
Education
Columbia College Chicago
Film Producing
Full Sail University
Film
Rachel Carter's National Planning Corporation Experience August 2007 - September 2008
Job Wilmington, North Carolina
Industry Financial Services
Experience
Rachel Carter - Coastal Captures 2014 - Present
Carolina Project June 2011 - Present
Morgan Stanley Wealth Management August 2012 - November 2014
My Carolina Town June 2011 - July 2012
My Carolina Town July 2010 - May 2011
Prudential Financial October 2008 - April 2010
National Planning Corporation August 2007 - September 2008
Jackson National Life January 2006 - July 2007
Heald Financial Advisors June 2001 - 2005
Skills
Marketing Communications, Advertising, Marketing, Social Media, Public Speaking, Sales, Team Building, Social Media Marketing, Strategic Planning, Public Relations, PowerPoint, Microsoft Excel, Social Networking, Leadership, Fundraising, Event Planning, Customer Service, Account Management, Business Development, New Business Development, Budgets, Online Advertising, Email Marketing
Education
The American College 2008 — 2017
Retirement Income
College for Financial Planning 2014 — 2016
Retirement Plans
Lorenzo de'Medici 2004 — 2004
Art
Towson University
B.S. Psychology, Neuropsychology, Photography, Italian
Rachel Carter - Coastal Captures 2014 - Present
Carolina Project June 2011 - Present
Morgan Stanley Wealth Management August 2012 - November 2014
My Carolina Town June 2011 - July 2012
My Carolina Town July 2010 - May 2011
Prudential Financial October 2008 - April 2010
National Planning Corporation August 2007 - September 2008
Jackson National Life January 2006 - July 2007
Heald Financial Advisors June 2001 - 2005
Skills
Marketing Communications, Advertising, Marketing, Social Media, Public Speaking, Sales, Team Building, Social Media Marketing, Strategic Planning, Public Relations, PowerPoint, Microsoft Excel, Social Networking, Leadership, Fundraising, Event Planning, Customer Service, Account Management, Business Development, New Business Development, Budgets, Online Advertising, Email Marketing
Education
The American College 2008 — 2017
Retirement Income
College for Financial Planning 2014 — 2016
Retirement Plans
Lorenzo de'Medici 2004 — 2004
Art
Towson University
B.S. Psychology, Neuropsychology, Photography, Italian
Darci Ascaridis Darci Ascaridis's National Planning Corporation Experience November 2006 - April 2008
Job Operations Manager at Rose Insurance Services
Industry Financial Services
Experience
Rose Insurance Services May 2008 - Present
National Planning Corporation November 2006 - April 2008
JCC September 2003 - May 2006
Education
National Louis University 2001 — 2003
Masters, Education
Northern Arizona University 1997 — 2001
B.S., Psychology
Rose Insurance Services May 2008 - Present
National Planning Corporation November 2006 - April 2008
JCC September 2003 - May 2006
Education
National Louis University 2001 — 2003
Masters, Education
Northern Arizona University 1997 — 2001
B.S., Psychology
Jeanna Montes Jeanna Montes's National Planning Corporation Experience 2001 - 2004
Job JMG Wealth Management Group
Industry Financial Services
Experience
JMG Wealth Managment Group 2012 - Present
Morgan Stanley 2007 - 2010
UBS 2004 - 2007
National Planning Corporation 2001 - 2004
Cache Creek Casino Resort 1994 - 2001
Education
California State Hayward 1999 — 2001
Bachelor of Science (B.S.) Degree Business Administration, Business Finance
Solano Community College 1996 — 1999
Associate Degree in Business Administration and Liberal Arts
Esparto
JMG Wealth Managment Group 2012 - Present
Morgan Stanley 2007 - 2010
UBS 2004 - 2007
National Planning Corporation 2001 - 2004
Cache Creek Casino Resort 1994 - 2001
Education
California State Hayward 1999 — 2001
Bachelor of Science (B.S.) Degree Business Administration, Business Finance
Solano Community College 1996 — 1999
Associate Degree in Business Administration and Liberal Arts
Esparto
David Lesnick's National Planning Corporation Experience August 2011 - Present
Job Experienced 401k Rollover & Plan Takeover specialist for companies w/under100 employees at National Planning Corporation
Industry Financial Services
Experience
National Planning Corporation August 2011 - Present
Sound Advice Financial Planning September 1991 - Present
National Financial Education Council October 2008 - Present
Financial Education July 1993 - June 2011
National Financial Educators Council January 2007 - March 2011
Continental Coin Exchange September 1989 - September 1991
National Coin September 1987 - September 1989
Fort Knox Bullion and Coin March 1984 - August 1987
Executive ERA Real Estate 1979 - 1984
US Navy February 1961 - May 1964
Skills
Strategic Financial..., Investments, Estate Planning, Retirement, Financial Planners, Financial Advisory, Finance, Management, Financial Services, Retirement Planning, Public Speaking, Tax, IRAs, Managerial Finance
Education
Glendale Community College 1972 — 1975
New Utrecht H.S. Brooklyn NY 1957 — 1961
High School
National Planning Corporation August 2011 - Present
Sound Advice Financial Planning September 1991 - Present
National Financial Education Council October 2008 - Present
Financial Education July 1993 - June 2011
National Financial Educators Council January 2007 - March 2011
Continental Coin Exchange September 1989 - September 1991
National Coin September 1987 - September 1989
Fort Knox Bullion and Coin March 1984 - August 1987
Executive ERA Real Estate 1979 - 1984
US Navy February 1961 - May 1964
Skills
Strategic Financial..., Investments, Estate Planning, Retirement, Financial Planners, Financial Advisory, Finance, Management, Financial Services, Retirement Planning, Public Speaking, Tax, IRAs, Managerial Finance
Education
Glendale Community College 1972 — 1975
New Utrecht H.S. Brooklyn NY 1957 — 1961
High School
Charle L. Luckett's National Planning Corporation Experience November 2009 - January 2010
Job Project Coordinator at Hyatt Hotels Corporation
Industry Hospitality
Experience
Hyatt Hotels Corporation March 2013 - Present
Hyatt Hotels Corporation 2012 - 2013
AHA July 2012 - October 2012
Jordan Lee Talent Management November 2009 - November 2011
National Planning Corporation November 2009 - January 2010
PBS-WTTW Chicago April 2009 - July 2009
New Line Cinema April 2009 - June 2009
Aim High Educational Summer Program 2008 - 2009
CIFF- Chicago International Film Festival September 2008 - October 2008
San Francisco State University January 2007 - June 2008
Skills
Technical Writing, Creative Writing, Data Entry, Blogging, Adobe Creative Suite, HTML 5, CSS, PHP, MS Office, Film
Education
San Francisco State University 2006 — 2013
Master of Fine Arts (MFA), Cinematography and Film/Video Production
Southern Illinois University, Carbondale 2003 — 2005
Bachelors, Mass Communications
Hyatt Hotels Corporation March 2013 - Present
Hyatt Hotels Corporation 2012 - 2013
AHA July 2012 - October 2012
Jordan Lee Talent Management November 2009 - November 2011
National Planning Corporation November 2009 - January 2010
PBS-WTTW Chicago April 2009 - July 2009
New Line Cinema April 2009 - June 2009
Aim High Educational Summer Program 2008 - 2009
CIFF- Chicago International Film Festival September 2008 - October 2008
San Francisco State University January 2007 - June 2008
Skills
Technical Writing, Creative Writing, Data Entry, Blogging, Adobe Creative Suite, HTML 5, CSS, PHP, MS Office, Film
Education
San Francisco State University 2006 — 2013
Master of Fine Arts (MFA), Cinematography and Film/Video Production
Southern Illinois University, Carbondale 2003 — 2005
Bachelors, Mass Communications
Brian Luther Brian Luther's National Planning Corporation Experience September 2001 - Present
Job Financial Advisor
Industry Financial Services
Experience
National Planning Corporation September 2001 - Present
Santa Fe Trail High School November 1993 - March 2012
Santa Fe Trail High School August 1993 - May 2003
Wichita County Schools August 1990 - May 1993
Oxford Public Schools August 1985 - May 1990
Skills
Retirement Planning, Wealth Management, Investments, Strategic Financial..., Pensions, Retirement, Long-term Care, Insurance, IRAs, Estate Planning, Series 63, 401k, Series 6, Uniform Combined State..., Asset Allocation, Financial Planning, Teaching, Public Speaking
Education
Fort Hays State University 1991 — 1993
Master's degree, English
University of Nebraska at Kearney 1981 — 1985
Bachelor of Arts (B.A.), English/Physical Education
National Planning Corporation September 2001 - Present
Santa Fe Trail High School November 1993 - March 2012
Santa Fe Trail High School August 1993 - May 2003
Wichita County Schools August 1990 - May 1993
Oxford Public Schools August 1985 - May 1990
Skills
Retirement Planning, Wealth Management, Investments, Strategic Financial..., Pensions, Retirement, Long-term Care, Insurance, IRAs, Estate Planning, Series 63, 401k, Series 6, Uniform Combined State..., Asset Allocation, Financial Planning, Teaching, Public Speaking
Education
Fort Hays State University 1991 — 1993
Master's degree, English
University of Nebraska at Kearney 1981 — 1985
Bachelor of Arts (B.A.), English/Physical Education
akis eracleous akis eracleous's National Planning Corporation Experience December 2009 - Present
Job Financial Advisor at National Planning Corporation
Industry Financial Services
Experience
National Planning Corporation December 2009 - Present
UBS March 2000 - December 2009
Wachovia Securities Financial Network January 1994 - March 2000
Skills
Retirement Planning, Retirement Income..., Financial Planning, Wealth Management, Series 7, series 63, CA Insurance License
Education
Cal State San Bernardino 1991 — 1993
Master of Business Administration (MBA), Finance, General
San Diego State University-California State University 1986 — 1990
Bachelor of Science (BS), Marketing
National Planning Corporation December 2009 - Present
UBS March 2000 - December 2009
Wachovia Securities Financial Network January 1994 - March 2000
Skills
Retirement Planning, Retirement Income..., Financial Planning, Wealth Management, Series 7, series 63, CA Insurance License
Education
Cal State San Bernardino 1991 — 1993
Master of Business Administration (MBA), Finance, General
San Diego State University-California State University 1986 — 1990
Bachelor of Science (BS), Marketing
Dan Hoffman's National Planning Corporation Experience June 2009 - December 2012
Job Advisor at Bienenfeld, Lasek & Starr, LLC
Industry Financial Services
Experience
Bienenfeld, Lasek and Starr LLC December 2012 - Present
National Planning Corporation June 2009 - December 2012
For The Love Of Coffee January 2001 - January 2009
Todd Maki Campaign FL House January 2008 - August 2008
Jefferson Pilot Communications 2001 - 2002
Skills
Small Business, Insurance, Strategy, Estate Planning, Finance, Life Insurance, Retirement Planning, Public Speaking, Disability Insurance, Employee Benefits, Management, Fixed Annuities, Strategic Planning, Tax, Long-term Care, Sales, Leadership, Financial Organization, 401k, Variable Annuities, Investments, Wealth Management, College Savings Plans, Stock Management
Education
Florida Atlantic University 2006 — 2008
BA, Political Science
Bienenfeld, Lasek and Starr LLC December 2012 - Present
National Planning Corporation June 2009 - December 2012
For The Love Of Coffee January 2001 - January 2009
Todd Maki Campaign FL House January 2008 - August 2008
Jefferson Pilot Communications 2001 - 2002
Skills
Small Business, Insurance, Strategy, Estate Planning, Finance, Life Insurance, Retirement Planning, Public Speaking, Disability Insurance, Employee Benefits, Management, Fixed Annuities, Strategic Planning, Tax, Long-term Care, Sales, Leadership, Financial Organization, 401k, Variable Annuities, Investments, Wealth Management, College Savings Plans, Stock Management
Education
Florida Atlantic University 2006 — 2008
BA, Political Science
David Asari David Asari's National Planning Corporation Experience 2006 - 2007
Job Director of Operations at CollegeBudget
Industry Information Technology and Services
Experience
CollegeBudget.com February 2011 - Present
CampusBuddy February 2008 - August 2011
Inlingua 2007 - 2008
National Planning Corporation 2006 - 2007
Education
University of California, Riverside 2002 — 2006
BA, Political Science
Middlesex University 2005 — 2005
School of Health and Social Sciences
CollegeBudget.com February 2011 - Present
CampusBuddy February 2008 - August 2011
Inlingua 2007 - 2008
National Planning Corporation 2006 - 2007
Education
University of California, Riverside 2002 — 2006
BA, Political Science
Middlesex University 2005 — 2005
School of Health and Social Sciences
Pia Donovan Pia Donovan's National Planning Corporation Experience 2002 - 2005
Job Executive Director at Music Resource Center
Industry Nonprofit Organization Management
Experience
Invesco June 2010 - October 2014
Morgan Stanley Investment Management April 2006 - June 2010
Thomson Reuters 2005 - 2006
National Planning Corporation 2002 - 2005
Allianz 2001 - 2002
PIMCO 1997 - 2001
Greyston Foundation 1997 - 1998
Westchester Arts Council 1997 - 1997
Skills
Marketing, Project Management, Leadership, Financial Analysis, Marketing Strategy, Marketing Communications, Team Leadership, Sales, Competitive Analysis, Equities, Management, Investments, Relationship Management, Alternative Investments, Mutual Funds, Asset Management, Business Development, Email Marketing, Strategic Planning
Education
University of Virginia 2003 — 2005
MA, Architectural History and Criticism
Manhattan College 1994 — 1998
BA, History, With Honors
Invesco June 2010 - October 2014
Morgan Stanley Investment Management April 2006 - June 2010
Thomson Reuters 2005 - 2006
National Planning Corporation 2002 - 2005
Allianz 2001 - 2002
PIMCO 1997 - 2001
Greyston Foundation 1997 - 1998
Westchester Arts Council 1997 - 1997
Skills
Marketing, Project Management, Leadership, Financial Analysis, Marketing Strategy, Marketing Communications, Team Leadership, Sales, Competitive Analysis, Equities, Management, Investments, Relationship Management, Alternative Investments, Mutual Funds, Asset Management, Business Development, Email Marketing, Strategic Planning
Education
University of Virginia 2003 — 2005
MA, Architectural History and Criticism
Manhattan College 1994 — 1998
BA, History, With Honors
Mindi Marbin's National Planning Corporation Experience May 2013 - Present
Job Human Resources at Livewell at Coral Plaza
Industry Hospital & Health Care
Experience
National Planning Corporation May 2013 - Present
Riemer Insurance Brothers May 2011 - Present
StarTau Tel Aviv University Entrepreneurship Center October 2012 - March 2013
Evan R. Marbin and Associates, Miami, FL June 2004 - August 2004
Education
Florida State University - College of Business 2007 — 2011
Bachlors in Risk Management and Insurance, Business Risk Management
National Planning Corporation May 2013 - Present
Riemer Insurance Brothers May 2011 - Present
StarTau Tel Aviv University Entrepreneurship Center October 2012 - March 2013
Evan R. Marbin and Associates, Miami, FL June 2004 - August 2004
Education
Florida State University - College of Business 2007 — 2011
Bachlors in Risk Management and Insurance, Business Risk Management
Tom Bucklin Tom Bucklin's National Planning Corporation Experience April 2006 - August 2010
Job Wealth and Retirement Coach at Fortress Financial
Industry Financial Services
Experience
Fortress Financial 1999 - Present
Cambridge Investment Research Advisors, Inc August 2010 - Present
National Planning Corporation April 2006 - August 2010
1717 Capital Asset Management Company March 2004 - May 2006
Edward Jones July 1999 - March 2004
Skills
Financial Services, Wealth Management, Retirement Planning, Rollovers, Financial Goals, Life Insurance, Long Term Care Insurance, Asset Management, Investment Strategies, 401k Rollovers, Mutual Funds, College Savings Plans, Investments, Portfolio Management, Retirement Savings, Tactical Asset..., Investment Advisory, Lifestyle Planning
Education
Central Michigan University 1980 — 1982
Master of Arts (MA), Public Administration
Michigan State University 1974 — 1978
Bachelor of Arts (B.A.), Criminal Justice
Fortress Financial 1999 - Present
Cambridge Investment Research Advisors, Inc August 2010 - Present
National Planning Corporation April 2006 - August 2010
1717 Capital Asset Management Company March 2004 - May 2006
Edward Jones July 1999 - March 2004
Skills
Financial Services, Wealth Management, Retirement Planning, Rollovers, Financial Goals, Life Insurance, Long Term Care Insurance, Asset Management, Investment Strategies, 401k Rollovers, Mutual Funds, College Savings Plans, Investments, Portfolio Management, Retirement Savings, Tactical Asset..., Investment Advisory, Lifestyle Planning
Education
Central Michigan University 1980 — 1982
Master of Arts (MA), Public Administration
Michigan State University 1974 — 1978
Bachelor of Arts (B.A.), Criminal Justice
Asif Rahman's National Planning Corporation Experience July 2012 - August 2012
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2015 - Present
Wells Fargo Securities June 2014 - August 2014
Nasher Museum of Art January 2014 - May 2014
Lab of Dr. Dan Ariely September 2013 - January 2014
National Planning Corporation July 2012 - August 2012
Banana Republic July 2012 - August 2012
Skills
HTML, CSS, JavaScript
Education
Duke University 2011 — 2015
Bachelor of Science (B.S.), Economics with a Finance Concentration; Minor in Art History
UCL 2013 — 2013
Finance
duPont Manual High School 2007 — 2011
Math, Science, Technology Magnet
Wells Fargo Securities June 2015 - Present
Wells Fargo Securities June 2014 - August 2014
Nasher Museum of Art January 2014 - May 2014
Lab of Dr. Dan Ariely September 2013 - January 2014
National Planning Corporation July 2012 - August 2012
Banana Republic July 2012 - August 2012
Skills
HTML, CSS, JavaScript
Education
Duke University 2011 — 2015
Bachelor of Science (B.S.), Economics with a Finance Concentration; Minor in Art History
UCL 2013 — 2013
Finance
duPont Manual High School 2007 — 2011
Math, Science, Technology Magnet
Janna Rapoport Janna Rapoport's National Planning Corporation Experience November 2005 - May 2007
Job Analyst, Strategy & Analysis at Digitas Health LifeBrands
Industry Research
Experience
Digitas Health LifeBrands May 2015 - Present
University of Pennsylvania June 2012 - May 2015
civil lawsuits January 2012 - February 2012
OfficeTeam October 2011 - February 2012
University of Southern California August 2008 - May 2010
National Planning Corporation November 2005 - May 2007
Ajilon November 2004 - November 2005
WordExpress March 2004 - November 2004
Skills
Google Analytics, Excel, Analysis, Econometrics, PowerPoint, Editing, Microsoft Excel, Microsoft Office, Financial Analysis, Social Media, Product Marketing, Spanish, Economics, Forecasting, Writing, Outlook, Translation, Russian, Word, French, Microsoft Works, Budgeting, Budgets, Training, Management, Time Management, Microsoft Word, Data Analysis
Education
University of Southern California 2008 — 2010
Master of Arts, Economics
Los Angeles Pierce College 2006 — 2007
Just for fun, Economics, Finance, Marketing, Journalism
University of California, Los Angeles 1999 — 2004
B.A., Linguistics, French and Francophone Studies; Russian language and literature minor
Digitas Health LifeBrands May 2015 - Present
University of Pennsylvania June 2012 - May 2015
civil lawsuits January 2012 - February 2012
OfficeTeam October 2011 - February 2012
University of Southern California August 2008 - May 2010
National Planning Corporation November 2005 - May 2007
Ajilon November 2004 - November 2005
WordExpress March 2004 - November 2004
Skills
Google Analytics, Excel, Analysis, Econometrics, PowerPoint, Editing, Microsoft Excel, Microsoft Office, Financial Analysis, Social Media, Product Marketing, Spanish, Economics, Forecasting, Writing, Outlook, Translation, Russian, Word, French, Microsoft Works, Budgeting, Budgets, Training, Management, Time Management, Microsoft Word, Data Analysis
Education
University of Southern California 2008 — 2010
Master of Arts, Economics
Los Angeles Pierce College 2006 — 2007
Just for fun, Economics, Finance, Marketing, Journalism
University of California, Los Angeles 1999 — 2004
B.A., Linguistics, French and Francophone Studies; Russian language and literature minor
Colin Meeks, CFP® Colin Meeks, CFP®'s National Planning Corporation Experience 2004 - December 2012
Job Registered Representative at LPL Financial
Industry Financial Services
Experience
Complete Money Management 1999 - Present
LPL Financial December 2012 - Present
National Planning Corporation 2004 - December 2012
John Hancock Financial Services 1994 - 1999
Education
College for Financial Planning 2001 — 2001
CFP, Certified Financial Planner
The American College 1998 — 1999
CLU, ChFC, Financial Planning, Insurance
University of Maryland - Robert H. Smith School of Business 1990 — 1993
BS, Accounting
University of Maryland College Park 1990 — 1993
BS, College of Business and Management
Complete Money Management 1999 - Present
LPL Financial December 2012 - Present
National Planning Corporation 2004 - December 2012
John Hancock Financial Services 1994 - 1999
Education
College for Financial Planning 2001 — 2001
CFP, Certified Financial Planner
The American College 1998 — 1999
CLU, ChFC, Financial Planning, Insurance
University of Maryland - Robert H. Smith School of Business 1990 — 1993
BS, Accounting
University of Maryland College Park 1990 — 1993
BS, College of Business and Management
PJ Brownrigg PJ Brownrigg's National Planning Corporation Experience May 2003 - March 2010
Job Managing Sales Director, MetLife Premier Client Group of Southern California, an Office of MetLife
Industry Financial Services
Experience
MetLife April 2010 - Present
National Planning Corporation May 2003 - March 2010
Robert Half International 2002 - 2003
Institutional Shareholder Services, ISS June 2000 - June 2002
Wall Street Source 1998 - 2000
Education
McDaniel College 1990 — 1994
Bachelor of Arts, English Literature
The American College
MetLife April 2010 - Present
National Planning Corporation May 2003 - March 2010
Robert Half International 2002 - 2003
Institutional Shareholder Services, ISS June 2000 - June 2002
Wall Street Source 1998 - 2000
Education
McDaniel College 1990 — 1994
Bachelor of Arts, English Literature
The American College
Dan Cairo Dan Cairo's National Planning Corporation Experience 1992 - Present
Job Founder, CEO & President at The Elite Financial Network, Inc.
Industry Financial Services
Experience
The Elite Financial Network, Inc. June 1992 - Present
National Planning Corporation 1992 - Present
Skills
Series 7, Retirement Planning, Series 24, Wealth Management, Investment Advisory, Fixed Annuities, Uniform Combined State..., Retirement, Mutual Funds, 401k, Series 63, Asset Allocation, Strategic Financial..., Investment Strategies, IRAs, Financial Planning, FINRA, Financial Advisory, Wealth, Estate Planning, Asset Management
Education
California State University-Los Angeles 1982 — 1984
B.S., Finance, Economics
Don Bosco Technical Institute 1976 — 1979
The Elite Financial Network, Inc. June 1992 - Present
National Planning Corporation 1992 - Present
Skills
Series 7, Retirement Planning, Series 24, Wealth Management, Investment Advisory, Fixed Annuities, Uniform Combined State..., Retirement, Mutual Funds, 401k, Series 63, Asset Allocation, Strategic Financial..., Investment Strategies, IRAs, Financial Planning, FINRA, Financial Advisory, Wealth, Estate Planning, Asset Management
Education
California State University-Los Angeles 1982 — 1984
B.S., Finance, Economics
Don Bosco Technical Institute 1976 — 1979
Brea Ellis's National Planning Corporation Experience May 2009 - November 2009
Job Union Service Representative at Union Privilege
Industry Marketing and Advertising
Experience
Union Privilege March 2013 - Present
WHAT I WORE: tip to toe! November 2008 - Present
Amalgamated Transit Union Local 689 September 2010 - March 2013
J.Crew Group, Inc. January 2010 - April 2010
National Planning Corporation May 2009 - November 2009
California Pacific Medical Center (C.P.M.C.) January 2009 - April 2009
Monster.com October 2008 - November 2008
SVC-West, L.P. February 2007 - September 2008
World Airways November 2004 - December 2006
Crossroads Trading Company October 2003 - May 2004
Skills
Social Media, Event Planning, Social Media Marketing, Public Relations, Microsoft Office, Marketing, Event Management, Public Speaking, Personal Shopping, Personal Style, Blogging, Fashion Blogging, Marketing Communications, Dreamweaver, InDesign, Wordpress, Outlook, Microsoft Word, Microsoft Excel, Customer Service, PowerPoint, WordPress, Social Networking, Advertising, Media Relations, Journalism, Editing, Email Marketing
Education
Temple University 1999 — 2003
BA., Magna cum laude, Communication, Journalism, and Related Programs
Banneker Academic Senior High School 1995 — 1999
College Prep; Honors English, Honors French
The Sheridan School 1992 — 1995
Union Privilege March 2013 - Present
WHAT I WORE: tip to toe! November 2008 - Present
Amalgamated Transit Union Local 689 September 2010 - March 2013
J.Crew Group, Inc. January 2010 - April 2010
National Planning Corporation May 2009 - November 2009
California Pacific Medical Center (C.P.M.C.) January 2009 - April 2009
Monster.com October 2008 - November 2008
SVC-West, L.P. February 2007 - September 2008
World Airways November 2004 - December 2006
Crossroads Trading Company October 2003 - May 2004
Skills
Social Media, Event Planning, Social Media Marketing, Public Relations, Microsoft Office, Marketing, Event Management, Public Speaking, Personal Shopping, Personal Style, Blogging, Fashion Blogging, Marketing Communications, Dreamweaver, InDesign, Wordpress, Outlook, Microsoft Word, Microsoft Excel, Customer Service, PowerPoint, WordPress, Social Networking, Advertising, Media Relations, Journalism, Editing, Email Marketing
Education
Temple University 1999 — 2003
BA., Magna cum laude, Communication, Journalism, and Related Programs
Banneker Academic Senior High School 1995 — 1999
College Prep; Honors English, Honors French
The Sheridan School 1992 — 1995
KT Fereday KT Fereday's National Planning Corporation Experience September 1998 - May 2007
Job 1st Vice President, New Business Development, National Planning Corporation
Industry Financial Services
Experience
Advisor Planning Solutions August 2011 - June 2012
Summit Brokerage Services February 2011 - August 2011
Royal Alliance Associates October 2008 - February 2011
First Allied Securities, Inc. July 2007 - July 2008
National Planning Corporation September 1998 - May 2007
Calvert Securities March 1993 - September 1998
Skills
Series 63, Series 24, Recruiting, Business Development, FINRA, Series 7, Financial Advisory, Exceptional People..., Investment Advisory, Financial Services, Collaborative Problem..., Investments, Asset Allocation, Tenacious Work Ethic, Wealth Management, Retirement, Retirement Planning, Securities, Uniform Combined State..., Mutual Funds, 401k
Education
University of Maryland University College 1992 — 1995
Advisor Planning Solutions August 2011 - June 2012
Summit Brokerage Services February 2011 - August 2011
Royal Alliance Associates October 2008 - February 2011
First Allied Securities, Inc. July 2007 - July 2008
National Planning Corporation September 1998 - May 2007
Calvert Securities March 1993 - September 1998
Skills
Series 63, Series 24, Recruiting, Business Development, FINRA, Series 7, Financial Advisory, Exceptional People..., Investment Advisory, Financial Services, Collaborative Problem..., Investments, Asset Allocation, Tenacious Work Ethic, Wealth Management, Retirement, Retirement Planning, Securities, Uniform Combined State..., Mutual Funds, 401k
Education
University of Maryland University College 1992 — 1995
Ron Butt, CFP's National Planning Corporation Experience August 2003 - May 2012
Job Senior Partner ARGI Financial Group
Industry Financial Services
Experience
University of Louisville June 2006 - Present
ARGI Financial Group June 1983 - Present
National Planning Corporation August 2003 - May 2012
KHEAA Board Member 2005 - 2009
Education
LaSalle University 1994 — 1995
Masters, Finance
LaSalle University 1992 — 1994
Bachelors, Finance
College for Financial Planning 1989 — 1994
CFP, Financial Planning
University of Louisville June 2006 - Present
ARGI Financial Group June 1983 - Present
National Planning Corporation August 2003 - May 2012
KHEAA Board Member 2005 - 2009
Education
LaSalle University 1994 — 1995
Masters, Finance
LaSalle University 1992 — 1994
Bachelors, Finance
College for Financial Planning 1989 — 1994
CFP, Financial Planning
Maria Caporale Maria Caporale's National Planning Corporation Experience 2010 - 2011
Job Advisor Solutions Broker/Dealer Change Succession Planning Coach
Industry Financial Services
Experience
Caporale Advisor Services 2010 - Present
National Planning Corporation 2010 - 2011
NEXT Financial Group 2005 - 2010
ICON Capital Corp 2002 - 2005
Skills
Transition Specialist, Marketing Consultant, Corporate Events, Investments, Marketing, Financial Services, Recruiting, Business Development, Email Marketing, Management, Sales, Budgets, Social Media, Marketing Strategy, Cold Calling, Retirement Planning, Securities, Insurance, Selling, Finance, Strategic Financial..., Strategy, Executive Management, Mutual Funds, Wealth Management, Employee Benefits, Asset Management, Portfolio Management, Relationship Management, Series 7, Series 63
Education
University of New Haven 1993 — 1995
MBA, Concentration in Public Relations
Central Connecticut State University
BS, Management Information Systems
Caporale Advisor Services 2010 - Present
National Planning Corporation 2010 - 2011
NEXT Financial Group 2005 - 2010
ICON Capital Corp 2002 - 2005
Skills
Transition Specialist, Marketing Consultant, Corporate Events, Investments, Marketing, Financial Services, Recruiting, Business Development, Email Marketing, Management, Sales, Budgets, Social Media, Marketing Strategy, Cold Calling, Retirement Planning, Securities, Insurance, Selling, Finance, Strategic Financial..., Strategy, Executive Management, Mutual Funds, Wealth Management, Employee Benefits, Asset Management, Portfolio Management, Relationship Management, Series 7, Series 63
Education
University of New Haven 1993 — 1995
MBA, Concentration in Public Relations
Central Connecticut State University
BS, Management Information Systems
Valeria Mendez Valeria Mendez's National Planning Corporation Experience 2006 - 2007
Job Director of Office and Personnel at The Palace Suites
Industry Hospital & Health Care
Experience
The Palace April 2010 - September 2013
RTKL 2007 - April 2010
National Planning Corporation 2006 - 2007
Energy Health & Fitness Studio May 2005 - December 2006
Starbucks March 2004 - May 2005
Skills
Management, Process Improvement, Payroll, Business Development, Strategy, Submittals, Onboarding, Time Management, Design Research, Architectural Design, Customer Service, Human Resources, Office Administration, Recruiting, Training, Construction..., HRIS, Employee Training, I-9 audits, HR Policies, Mentoring New Hires, New Hire Paperwork, Employee Recognition, Employee Management, Hiring, Employee Relations, Team Building, Leadership
Education
Florida Atlantic University 2001 — 2005
Bachelors, Double Major in Internatioanl Business & Trade, Marketing and a Minor in Management
The Palace April 2010 - September 2013
RTKL 2007 - April 2010
National Planning Corporation 2006 - 2007
Energy Health & Fitness Studio May 2005 - December 2006
Starbucks March 2004 - May 2005
Skills
Management, Process Improvement, Payroll, Business Development, Strategy, Submittals, Onboarding, Time Management, Design Research, Architectural Design, Customer Service, Human Resources, Office Administration, Recruiting, Training, Construction..., HRIS, Employee Training, I-9 audits, HR Policies, Mentoring New Hires, New Hire Paperwork, Employee Recognition, Employee Management, Hiring, Employee Relations, Team Building, Leadership
Education
Florida Atlantic University 2001 — 2005
Bachelors, Double Major in Internatioanl Business & Trade, Marketing and a Minor in Management
Robert Meltzer Robert Meltzer's National Planning Corporation Experience July 2006 - February 2008
Job Registered Representative at Principal Financial Group
Industry Investment Management
Experience
Principal Financial Group September 2009 - Present
Midco Sports Network September 2012 - Present
Town Square Media August 2011 - Present
Bismarck Rotary Club 2008 - 2013
UBS Wealth Management February 2008 - September 2009
National Planning Corporation July 2006 - February 2008
MetLife January 2002 - July 2006
Hollywood Police Department April 1992 - January 2002
KVLY-TV June 1983 - April 1992
KTHI TV 1983 - 1992
Skills
IRAs, 401k Rollovers, Uniform Combined State..., Loans, Wealth Management, Mutual Funds, Fixed Annuities, Long Term Care Insurance, Disability Insurance, Retirement Planning, Customer Service, Insurance, Retirement, Financial Services, Small Business, Finance, 401k, Life Insurance, Financial Planners, Asset Allocation, Health Insurance, Estate Planning, Employee Benefits, Series 7, Investment Advisory, Term Life Insurance, Wealth
Education
Ohio University 1978 — 1982
BS, Communications
JFK High School Bellmore, NY 1974 — 1977
Diploma, Liberal Arts
Principal Financial Group September 2009 - Present
Midco Sports Network September 2012 - Present
Town Square Media August 2011 - Present
Bismarck Rotary Club 2008 - 2013
UBS Wealth Management February 2008 - September 2009
National Planning Corporation July 2006 - February 2008
MetLife January 2002 - July 2006
Hollywood Police Department April 1992 - January 2002
KVLY-TV June 1983 - April 1992
KTHI TV 1983 - 1992
Skills
IRAs, 401k Rollovers, Uniform Combined State..., Loans, Wealth Management, Mutual Funds, Fixed Annuities, Long Term Care Insurance, Disability Insurance, Retirement Planning, Customer Service, Insurance, Retirement, Financial Services, Small Business, Finance, 401k, Life Insurance, Financial Planners, Asset Allocation, Health Insurance, Estate Planning, Employee Benefits, Series 7, Investment Advisory, Term Life Insurance, Wealth
Education
Ohio University 1978 — 1982
BS, Communications
JFK High School Bellmore, NY 1974 — 1977
Diploma, Liberal Arts
Robin Laird, CRPC® Robin Laird, CRPC®'s National Planning Corporation Experience January 2008 - September 2009
Job Investment Adviser Representative at Voya Financial Advisors, Inc.
Industry Financial Services
Experience
Voya Financial September 2014 - Present
ING Financial Partners January 2011 - September 2014
ING Financial Advisers September 2009 - January 2011
National Planning Corporation January 2008 - September 2009
U.S. Senator Paul S. Sarbanes April 1995 - January 1998
Chespeake Bay Foundation 1986 - 1988
St. Mary's County Public Schools 1982 - 1985
Education
St. Mary's College of Maryland
B.S., Biology
The Johns Hopkins University
University of Maryland Baltimore
Voya Financial September 2014 - Present
ING Financial Partners January 2011 - September 2014
ING Financial Advisers September 2009 - January 2011
National Planning Corporation January 2008 - September 2009
U.S. Senator Paul S. Sarbanes April 1995 - January 1998
Chespeake Bay Foundation 1986 - 1988
St. Mary's County Public Schools 1982 - 1985
Education
St. Mary's College of Maryland
B.S., Biology
The Johns Hopkins University
University of Maryland Baltimore
Matthew Laverone Matthew Laverone's National Planning Corporation Experience March 2005 - March 2011
Job Financial Advisor at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC March 2011 - Present
Cetera Advisor Networks LLC March 2011 - Present
National Planning Corporation March 2005 - March 2011
Skills
Investment Management, Investment Advisory, Term Life Insurance, Long Term Care Insurance, College Savings Plans, Retirement Planning, Qualified Retirement..., SEP IRA, IRAs, Simple IRA, 401k Rollovers, 401k, Alternative Investments, Roth IRA, Defined Benefit
Education
CSU Sacramento 2003 — 2005
Bachelor's Degree, General Management and Marketing
linden high school
Cetera Advisor Networks LLC March 2011 - Present
Cetera Advisor Networks LLC March 2011 - Present
National Planning Corporation March 2005 - March 2011
Skills
Investment Management, Investment Advisory, Term Life Insurance, Long Term Care Insurance, College Savings Plans, Retirement Planning, Qualified Retirement..., SEP IRA, IRAs, Simple IRA, 401k Rollovers, 401k, Alternative Investments, Roth IRA, Defined Benefit
Education
CSU Sacramento 2003 — 2005
Bachelor's Degree, General Management and Marketing
linden high school
D. John Ruffa's National Planning Corporation Experience March 1997 - Present
Job Managing Partner at National Planning Corporation
Industry Financial Services
Experience
National Planning Corporation March 1997 - Present
Skills
Asset Allocation, Pension Planning, Critical Business..., Life Insurance and..., Pensions, Estate Planning, Life Insurance, Investments, Fixed Annuities, Retirement Planning, Retirement, Portfolio Management, Strategic Financial..., Insurance, Series 7, Finance, Wealth Management, Mutual Funds, IRAs, Financial Services, Financial Advisory, Employee Benefits, 401k, Financial Planning, Succession Planning, Universal Life, Variable Annuities, Disability Insurance
Education
University of Florida 1988 — 1991
BS, Economics
Forest Hill High School 1982 — 1986
National Planning Corporation March 1997 - Present
Skills
Asset Allocation, Pension Planning, Critical Business..., Life Insurance and..., Pensions, Estate Planning, Life Insurance, Investments, Fixed Annuities, Retirement Planning, Retirement, Portfolio Management, Strategic Financial..., Insurance, Series 7, Finance, Wealth Management, Mutual Funds, IRAs, Financial Services, Financial Advisory, Employee Benefits, 401k, Financial Planning, Succession Planning, Universal Life, Variable Annuities, Disability Insurance
Education
University of Florida 1988 — 1991
BS, Economics
Forest Hill High School 1982 — 1986
Brian Fruendt Brian Fruendt's National Planning Corporation Experience June 2009 - Present
Job Financial Consultant at National Planning Corporation
Industry Financial Services
Experience
National Planning Corporation June 2009 - Present
LPL Finanical October 2008 - June 2009
VALIC November 1999 - October 2008
Skills
Retirement Planning, Wealth Management, Uniform Combined State..., Retirement, Investment Advisory, IRAs, 401k, Mutual Funds, Pensions, Asset Allocation, Investment Strategies, Finance, Series 63, Financial Planning, Securities, Life Insurance, Series 6
Education
University of North Texas 1995 — 1999
Bachelor of Business Administration (B.B.A.), Organizational Behavior Studies and Human Resources Management
National Planning Corporation June 2009 - Present
LPL Finanical October 2008 - June 2009
VALIC November 1999 - October 2008
Skills
Retirement Planning, Wealth Management, Uniform Combined State..., Retirement, Investment Advisory, IRAs, 401k, Mutual Funds, Pensions, Asset Allocation, Investment Strategies, Finance, Series 63, Financial Planning, Securities, Life Insurance, Series 6
Education
University of North Texas 1995 — 1999
Bachelor of Business Administration (B.B.A.), Organizational Behavior Studies and Human Resources Management
Diana Hornsby Diana Hornsby's National Planning Corporation Experience April 2001 - May 2002
Job Client Service Officer at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust August 2004 - Present
Mellon Financial Corporation May 2002 - August 2004
National Planning Corporation April 2001 - May 2002
Mellon/First Business Bank October 2000 - April 2001
US Bank formerly Santa Monica Bank January 2000 - October 2000
US Bank formerly Santa Monica Bank October 1996 - January 2000
Security Pacific Bank / Bank of America 1987 - 1988
Skills
Wealth Management, Securities, Mutual Funds, Financial Services, Investments
Education
Completed Canon Trust School
California State University-Long Beach
Business/Accounting
Wilmington Trust August 2004 - Present
Mellon Financial Corporation May 2002 - August 2004
National Planning Corporation April 2001 - May 2002
Mellon/First Business Bank October 2000 - April 2001
US Bank formerly Santa Monica Bank January 2000 - October 2000
US Bank formerly Santa Monica Bank October 1996 - January 2000
Security Pacific Bank / Bank of America 1987 - 1988
Skills
Wealth Management, Securities, Mutual Funds, Financial Services, Investments
Education
Completed Canon Trust School
California State University-Long Beach
Business/Accounting
Edward Larios Edward Larios's National Planning Corporation Experience 2010 - 2011
Job Vice President Brokerage Operations Manager at Union Banc Investment Services, LLC
Industry Financial Services
Experience
UnionBanc Investment Services, LLC November 2012 - Present
Pacific Life 2011 - November 2012
National Planning Corporation 2010 - 2011
Chase Investment Services Corp. (CISC) October 2009 - May 2010
Chase Investment Services Corp. / WaMu Investments Inc. May 2006 - May 2009
WaMu Investments, Inc. March 2001 - May 2006
WaMu Investments, Inc. July 1999 - March 2001
Sintra Capital Group December 1997 - July 1999
Skills
Securities, Process Improvement, Mutual Funds, Training, Strategic Planning, Investments, Leadership, Project Management, Risk Management, CRM, Business Analysis, Cross-functional Team..., Series 7, Business Process..., FINRA, Series 63, Management, Financial Services, Analysis, Finance, Integration, Operations Management, Program Management, Change Management, Executive Management, Fixed Annuities, Business Development, Performance Management, Investment Advisory, Portfolio Management
Education
California State University-Fullerton 2003 — 2006
MBA
University of San Diego 1994 — 1997
Bachelor of Business Administration, Finance
UnionBanc Investment Services, LLC November 2012 - Present
Pacific Life 2011 - November 2012
National Planning Corporation 2010 - 2011
Chase Investment Services Corp. (CISC) October 2009 - May 2010
Chase Investment Services Corp. / WaMu Investments Inc. May 2006 - May 2009
WaMu Investments, Inc. March 2001 - May 2006
WaMu Investments, Inc. July 1999 - March 2001
Sintra Capital Group December 1997 - July 1999
Skills
Securities, Process Improvement, Mutual Funds, Training, Strategic Planning, Investments, Leadership, Project Management, Risk Management, CRM, Business Analysis, Cross-functional Team..., Series 7, Business Process..., FINRA, Series 63, Management, Financial Services, Analysis, Finance, Integration, Operations Management, Program Management, Change Management, Executive Management, Fixed Annuities, Business Development, Performance Management, Investment Advisory, Portfolio Management
Education
California State University-Fullerton 2003 — 2006
MBA
University of San Diego 1994 — 1997
Bachelor of Business Administration, Finance
Dane Nightingale Dane Nightingale's National Planning Corporation Experience December 2010 - July 2011
Job Business Analyst at Bluewolf
Industry Information Services
Experience
Bluewolf October 2014 - Present
iMatrix October 2013 - June 2014
Japan Exchange and Teaching Program(me) (JET) July 2011 - July 2013
National Planning Corporation December 2010 - July 2011
Alpha Zeta of Theta Xi September 2010 - July 2011
Feet First Eventertainment September 2010 - July 2011
UCLA Conference Center and Bruin Woods Family Resort June 2010 - September 2010
Montage Hotels & Resorts June 2008 - September 2009
Skills
Leadership Development, Event Planning, Teaching, Spanish, Program Management, Public Speaking, Microsoft Office, Social Media, Team Building, PowerPoint, International Relations, Classroom, Recruiting, Community Outreach, Group Dynamics, Classroom Instruction, Risk Management, Customer Service, Social Networking, Online Marketing, Outdoor Recreation, Sales, Salesforce.com, Craft Beer, Homebrewing
Education
University of California, Los Angeles 2006 — 2010
B.A., Spanish and International Development Studies, 3.5
Universidad Carlos III de Madrid 2008 — 2008
Spanish Language and Literature
Bluewolf October 2014 - Present
iMatrix October 2013 - June 2014
Japan Exchange and Teaching Program(me) (JET) July 2011 - July 2013
National Planning Corporation December 2010 - July 2011
Alpha Zeta of Theta Xi September 2010 - July 2011
Feet First Eventertainment September 2010 - July 2011
UCLA Conference Center and Bruin Woods Family Resort June 2010 - September 2010
Montage Hotels & Resorts June 2008 - September 2009
Skills
Leadership Development, Event Planning, Teaching, Spanish, Program Management, Public Speaking, Microsoft Office, Social Media, Team Building, PowerPoint, International Relations, Classroom, Recruiting, Community Outreach, Group Dynamics, Classroom Instruction, Risk Management, Customer Service, Social Networking, Online Marketing, Outdoor Recreation, Sales, Salesforce.com, Craft Beer, Homebrewing
Education
University of California, Los Angeles 2006 — 2010
B.A., Spanish and International Development Studies, 3.5
Universidad Carlos III de Madrid 2008 — 2008
Spanish Language and Literature
Francis Kambobe's National Planning Corporation Experience September 2015 - Present
Job Providing innovative financial solutions to Families and Businesses.
Industry Financial Services
Experience
National Planning Corporation September 2015 - Present
Self July 2015 - August 2015
Marriott International November 2010 - August 2012
SOUTH PORT RAW BAR 2010 - 2011
Skills
Hospitality, Food & Beverage, Restaurants, Hospitality Industry, Hotels, Hospitality Management, Micros, Hotel Management, Catering, Banquets, Fine Dining, Front Office, Cooking, Resorts, Food, MICROS, Customer Service, Event Management, Microsoft Office, Tourism, Management, Restaurant Management
Education
Strayer University-Florida 2012 — 2016
Bachelor of Business Administration (BBA), International Business
Swiss School of Tourism and Hospitality 2007 — 2008
International Hotel and Restaurant Management, Food and Beverage
National Planning Corporation September 2015 - Present
Self July 2015 - August 2015
Marriott International November 2010 - August 2012
SOUTH PORT RAW BAR 2010 - 2011
Skills
Hospitality, Food & Beverage, Restaurants, Hospitality Industry, Hotels, Hospitality Management, Micros, Hotel Management, Catering, Banquets, Fine Dining, Front Office, Cooking, Resorts, Food, MICROS, Customer Service, Event Management, Microsoft Office, Tourism, Management, Restaurant Management
Education
Strayer University-Florida 2012 — 2016
Bachelor of Business Administration (BBA), International Business
Swiss School of Tourism and Hospitality 2007 — 2008
International Hotel and Restaurant Management, Food and Beverage
Morgan Nichols, CRPC® Morgan Nichols, CRPC®'s National Planning Corporation Experience June 2008 - April 2012
Job Financial Advisor at Nichols Financial Group, a private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial June 2015 - Present
John Hancock Investments April 2015 - June 2015
John Hancock Investments September 2014 - April 2015
John Hancock Investments May 2012 - September 2014
National Planning Corporation June 2008 - April 2012
Northwestern Mutual January 2011 - November 2011
Pepperdine University Center for the Arts September 2010 - August 2011
Pepperdine University August 2010 - August 2011
Skills
Client Relationships, Risk Management, Protection Planning, Leadership, Customer Experience, Strategic Planning, Education Planning, Customer Service
Education
Pepperdine University
Bachelor of Science, International Business
Fudan University
La Reina High School
Ameriprise Financial June 2015 - Present
John Hancock Investments April 2015 - June 2015
John Hancock Investments September 2014 - April 2015
John Hancock Investments May 2012 - September 2014
National Planning Corporation June 2008 - April 2012
Northwestern Mutual January 2011 - November 2011
Pepperdine University Center for the Arts September 2010 - August 2011
Pepperdine University August 2010 - August 2011
Skills
Client Relationships, Risk Management, Protection Planning, Leadership, Customer Experience, Strategic Planning, Education Planning, Customer Service
Education
Pepperdine University
Bachelor of Science, International Business
Fudan University
La Reina High School
Felice Huskins-Schilling's National Planning Corporation Experience January 1996 - July 1999
Job Business Development Manager at LW Survey
Industry Oil & Energy
Experience
LW Survey Company August 2015 - Present
Delta Constructors January 2013 - June 2015
Alaska Gasline Development Corp. November 2011 - January 2013
Michael Baker Jr., Inc June 2009 - May 2012
Denali - the alaska gas pipeline February 2008 - July 2009
VECO Alaska Inc March 2006 - February 2008
Alaska Educational Services September 2002 - March 2006
Anchorage Christian Schools July 1999 - September 2002
National Planning Corporation January 1996 - July 1999
Skills
Primavera P6, Program Management, Construction Management, Construction, Contract Management, Pipelines, Energy, Project Management, Budgets, Process Scheduler, Project Planning, Management, Policy, MS Project, Procurement, Cost Control, Project Estimation, Project Control, Proposal Writing, Fundraising, Project Engineering, Access, Business Development, Gas, Supervisory Skills, Negotiation, Inspection, Human Resources, Value Engineering, AutoCAD, EPC, Construction Safety, Contractors, Engineering, Petroleum, Contract Negotiation, Cost Engineering, CPM Scheduling, Oil & Gas, Strategic Planning, Microsoft Project
Education
University of Phoenix 1994 — 1999
Business Administration/Finance; Business Management, 3.8
University of Alaska Anchorage 1989 — 1992
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.5
LW Survey Company August 2015 - Present
Delta Constructors January 2013 - June 2015
Alaska Gasline Development Corp. November 2011 - January 2013
Michael Baker Jr., Inc June 2009 - May 2012
Denali - the alaska gas pipeline February 2008 - July 2009
VECO Alaska Inc March 2006 - February 2008
Alaska Educational Services September 2002 - March 2006
Anchorage Christian Schools July 1999 - September 2002
National Planning Corporation January 1996 - July 1999
Skills
Primavera P6, Program Management, Construction Management, Construction, Contract Management, Pipelines, Energy, Project Management, Budgets, Process Scheduler, Project Planning, Management, Policy, MS Project, Procurement, Cost Control, Project Estimation, Project Control, Proposal Writing, Fundraising, Project Engineering, Access, Business Development, Gas, Supervisory Skills, Negotiation, Inspection, Human Resources, Value Engineering, AutoCAD, EPC, Construction Safety, Contractors, Engineering, Petroleum, Contract Negotiation, Cost Engineering, CPM Scheduling, Oil & Gas, Strategic Planning, Microsoft Project
Education
University of Phoenix 1994 — 1999
Business Administration/Finance; Business Management, 3.8
University of Alaska Anchorage 1989 — 1992
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.5
Susan Overeem Susan Overeem's National Planning Corporation Experience 2009 - November 2012
Job Investment Assistant @ Overeem & Associates
Industry Financial Services
Experience
Overeem & Associates January 2013 - Present
Overeem & Associates November 2012 - Present
Overeem & Associates November 2007 - Present
Board of Elections in the City of New York January 2007 - Present
National Planning Corporation 2009 - November 2012
Citadel Broadcasting 2005 - 2008
Skills
Investments, Mutual Funds, Wealth Management, Retirement Planning, Tax, Series 6
Education
City University of New York-College of Staten Island 2000 — 2010
Some College
Tottenville HS 1996 — 2000
Overeem & Associates January 2013 - Present
Overeem & Associates November 2012 - Present
Overeem & Associates November 2007 - Present
Board of Elections in the City of New York January 2007 - Present
National Planning Corporation 2009 - November 2012
Citadel Broadcasting 2005 - 2008
Skills
Investments, Mutual Funds, Wealth Management, Retirement Planning, Tax, Series 6
Education
City University of New York-College of Staten Island 2000 — 2010
Some College
Tottenville HS 1996 — 2000
Michael Sacher Michael Sacher's National Planning Corporation Experience 2006 - January 2009
Job President/General Manager at MassMutual Ohio 020
Industry Financial Services
Experience
MassMutual and The Innova Financial Group September 2013 - Present
Skylight Financial Group February 2009 - August 2013
National Planning Corporation 2006 - January 2009
Capital Planners August 1998 - June 2006
Education
The Ohio State University Fisher College of Business 1995 — 1998
B.A., Finance, Marketing
MassMutual and The Innova Financial Group September 2013 - Present
Skylight Financial Group February 2009 - August 2013
National Planning Corporation 2006 - January 2009
Capital Planners August 1998 - June 2006
Education
The Ohio State University Fisher College of Business 1995 — 1998
B.A., Finance, Marketing
Jordan Ziegler's National Planning Corporation Experience 2008 - 2008
Job Summer Associate at Carlton Fields Jorden Burt
Industry Law Practice
Experience
Carlton Fields Jorden Burt June 2014 - July 2014
Hon. Paul C. Huck, Sr. Judge of the United States District Court, Southern District of Florida June 2013 - August 2013
Hon. Robert N. Scola, Jr., Judge of the United States District Court, Southern District of Florida May 2013 - June 2013
O'Quinn Stumphauzer, P.L. August 2011 - August 2012
Miami Center for Cosmetic and Implant Dentistry March 2010 - August 2011
BroadSpan Capital 2009 - 2009
National Planning Corporation 2008 - 2008
Skills
Legal Research, Legal Writing, Research, Spanish, Mergers & Acquisitions, Editing, Public Speaking, Westlaw, Marketing, Financial Modeling, Corporate Law, Event Planning
Education
University of Florida - Fredric G. Levin College of Law 2012 — 2015
Doctor of Law (J.D.)
Tufts University 2005 — 2010
BA, Economics, Spanish
Universitat Pompeu Fabra
Political Science
Washington University in St. Louis
Physics
Ransom Everglades School
Carlton Fields Jorden Burt June 2014 - July 2014
Hon. Paul C. Huck, Sr. Judge of the United States District Court, Southern District of Florida June 2013 - August 2013
Hon. Robert N. Scola, Jr., Judge of the United States District Court, Southern District of Florida May 2013 - June 2013
O'Quinn Stumphauzer, P.L. August 2011 - August 2012
Miami Center for Cosmetic and Implant Dentistry March 2010 - August 2011
BroadSpan Capital 2009 - 2009
National Planning Corporation 2008 - 2008
Skills
Legal Research, Legal Writing, Research, Spanish, Mergers & Acquisitions, Editing, Public Speaking, Westlaw, Marketing, Financial Modeling, Corporate Law, Event Planning
Education
University of Florida - Fredric G. Levin College of Law 2012 — 2015
Doctor of Law (J.D.)
Tufts University 2005 — 2010
BA, Economics, Spanish
Universitat Pompeu Fabra
Political Science
Washington University in St. Louis
Physics
Ransom Everglades School
Cooper Jones Cooper Jones's National Planning Corporation Experience August 2009 - December 2011
Job Vice President of Business Development and Sales Training at Trade Traffic LLC
Industry Financial Services
Experience
Olivia's Recovery Services September 2014 - Present
Trade Traffic LLC August 2014 - Present
MassMutual Financial Group August 2009 - Present
Aid in Recovery April 2014 - September 2014
Unity Recovery Group August 2013 - April 2014
MassMutual Financial Group January 2012 - January 2013
National Planning Corporation August 2009 - December 2011
Skills
Disability Insurance, Retirement, Retirement Planning, Long-term Care, Life Insurance, Asset Allocation, Estate Planning, Wealth Management, Asset Protection, Insurance, Business Planning
Education
University of Miami School of Law 2008 — 2010
University of Florida 1997 — 2000
Bachelor of Arts (B.A.), Political Science
Ransom Everglades 1992 — 1997
Olivia's Recovery Services September 2014 - Present
Trade Traffic LLC August 2014 - Present
MassMutual Financial Group August 2009 - Present
Aid in Recovery April 2014 - September 2014
Unity Recovery Group August 2013 - April 2014
MassMutual Financial Group January 2012 - January 2013
National Planning Corporation August 2009 - December 2011
Skills
Disability Insurance, Retirement, Retirement Planning, Long-term Care, Life Insurance, Asset Allocation, Estate Planning, Wealth Management, Asset Protection, Insurance, Business Planning
Education
University of Miami School of Law 2008 — 2010
University of Florida 1997 — 2000
Bachelor of Arts (B.A.), Political Science
Ransom Everglades 1992 — 1997
Jake Mehring Jake Mehring's National Planning Corporation Experience March 2006 - July 2007
Job Ad Operations Manager at AdColony
Industry Marketing and Advertising
Experience
AdColony November 2012 - Present
Dedicated Media July 2011 - August 2012
Centerfield Media July 2007 - June 2011
National Planning Corporation March 2006 - July 2007
Skills
PPC, Lead Generation, Affiliate Marketing, Online Lead Generation, Web Design, Email Marketing, Digital Marketing, Online Advertising, Online Marketing, Social Media Marketing, Mobile Advertising
Education
University of California, San Diego
Bachelors, Economics
AdColony November 2012 - Present
Dedicated Media July 2011 - August 2012
Centerfield Media July 2007 - June 2011
National Planning Corporation March 2006 - July 2007
Skills
PPC, Lead Generation, Affiliate Marketing, Online Lead Generation, Web Design, Email Marketing, Digital Marketing, Online Advertising, Online Marketing, Social Media Marketing, Mobile Advertising
Education
University of California, San Diego
Bachelors, Economics
Stephanie Steinhauser's National Planning Corporation Experience June 2013 - December 2014
Job Activities Associate at Sheraton Vistana Resort
Industry Hospitality
Experience
Starwood Vacation Ownership May 2015 - Present
Casino Parties Orlando /The Party Corp December 2014 - Present
National Planning Corporation June 2013 - December 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Customer Service, English, Windows, QuickBooks, Communication, Teamwork, Leadership
Education
University of Central Florida 2014 — 2018
Bachelor of Science (B.S.), Hospitality Administration/Management
Marjory Stoneman Douglas High School 2010 — 2014
Starwood Vacation Ownership May 2015 - Present
Casino Parties Orlando /The Party Corp December 2014 - Present
National Planning Corporation June 2013 - December 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Customer Service, English, Windows, QuickBooks, Communication, Teamwork, Leadership
Education
University of Central Florida 2014 — 2018
Bachelor of Science (B.S.), Hospitality Administration/Management
Marjory Stoneman Douglas High School 2010 — 2014
Janis Levy Janis Levy's National Planning Corporation Experience 2001 - 2012
Job Responsible professional
Industry Consumer Services
Experience
Benefits For Life 2013 - 2015
National Planning Corporation 2001 - 2012
ICN, Ltd 1992 - 1997
Skills
Customer Service, Strategic Planning, Microsoft Office, Team Building, New Business Development, Negotiation, Interpersonal..., Effective Time..., Ability Multi-Task, Ability to deal with..., Time Management, Human Resources, Counseling, Writing policy &..., Teaching, Employee Training
Education
City University of New York-Brooklyn College
Master’s Degree, Organizational Psychology
City University of New York-Brooklyn College
Bachelor’s Degree, Psychology
Benefits For Life 2013 - 2015
National Planning Corporation 2001 - 2012
ICN, Ltd 1992 - 1997
Skills
Customer Service, Strategic Planning, Microsoft Office, Team Building, New Business Development, Negotiation, Interpersonal..., Effective Time..., Ability Multi-Task, Ability to deal with..., Time Management, Human Resources, Counseling, Writing policy &..., Teaching, Employee Training
Education
City University of New York-Brooklyn College
Master’s Degree, Organizational Psychology
City University of New York-Brooklyn College
Bachelor’s Degree, Psychology
Derek Gonzalez Derek Gonzalez's National Planning Corporation Experience November 2012 - Present
Job Planning for Your Financial Destination
Industry Financial Services
Experience
National Planning Corporation November 2012 - Present
New York Life Insurance Company March 2011 - November 2012
Hilti January 2007 - February 2011
Skills
Retirement Planning, Estate Planning, Fixed Annuities, Retirement, Insurance, Finance, Financial Services
Education
Florida International University 2011 — 2014
Bachelor's Degree, Finance, General
Miami Dade College 2007 — 2011
Associate's Degree, Business Administration and Management, General
National Planning Corporation November 2012 - Present
New York Life Insurance Company March 2011 - November 2012
Hilti January 2007 - February 2011
Skills
Retirement Planning, Estate Planning, Fixed Annuities, Retirement, Insurance, Finance, Financial Services
Education
Florida International University 2011 — 2014
Bachelor's Degree, Finance, General
Miami Dade College 2007 — 2011
Associate's Degree, Business Administration and Management, General
Alan Firpo Alan Firpo's National Planning Corporation Experience January 2000 - Present
Job "Registered Representative with Practical Experience, Empathy and Common Sense Solutions"
Industry Financial Services
Experience
National Planning Corporation January 2000 - Present
Skills
Malpractice Insurance, Auto Insurance, Property & Casualty..., Life Insurance, Disability Insurance, Retirement Solutions, Fixed Annuities, Variable Annuities, Mutual Funds, Asset Protection
Education
Florida State University 1978 — 1979
Masters of Science, Education
Florida International University 1975 — 1978
Bachelor of Science
National Planning Corporation January 2000 - Present
Skills
Malpractice Insurance, Auto Insurance, Property & Casualty..., Life Insurance, Disability Insurance, Retirement Solutions, Fixed Annuities, Variable Annuities, Mutual Funds, Asset Protection
Education
Florida State University 1978 — 1979
Masters of Science, Education
Florida International University 1975 — 1978
Bachelor of Science
Donna Dang Donna Dang's National Planning Corporation Experience 2003 - 2005
Job AVP, Treasury Management Sales Analyst III at City National Bank
Industry Banking
Experience
City National Bank November 2010 - Present
Union Bank May 2008 - October 2010
Union Bank February 2006 - May 2008
National Planning Corporation 2003 - 2005
Skills
Treasury Management, Commercial Banking, Banking, Cash Management, Portfolio Management, Treasury Services, Financial Analysis, Core Banking, Retail Banking, Internet Banking, Relationship Management, Financial Modeling, Deposits, Private Banking, Cross Selling
Education
University of California, Los Angeles
B.A., Political Science - International Relations
City National Bank November 2010 - Present
Union Bank May 2008 - October 2010
Union Bank February 2006 - May 2008
National Planning Corporation 2003 - 2005
Skills
Treasury Management, Commercial Banking, Banking, Cash Management, Portfolio Management, Treasury Services, Financial Analysis, Core Banking, Retail Banking, Internet Banking, Relationship Management, Financial Modeling, Deposits, Private Banking, Cross Selling
Education
University of California, Los Angeles
B.A., Political Science - International Relations
Fred Fram Fred Fram's National Planning Corporation Experience August 2003 - April 2006
Job Executive Vice President, Compliance & Operations at Summit Brokerage Services
Industry Financial Services
Experience
Summit Brokerage Services January 2010 - Present
Stanford Financial Receivership February 2009 - January 2010
Stanford Group Company June 2006 - February 2009
National Planning Corporation August 2003 - April 2006
National Planning Corporation May 1998 - July 2003
American General Securities Incorporated August 1990 - May 1998
MidFirst Bank 1988 - 1990
Skills
Series 7, Series 24, Securities, Investment Advisory, Series 63, Mutual Funds, Investments, Strategic Financial..., Equities, Alternative Investments, FINRA, Portfolio Management, Asset Allocation, Retirement Planning, USA PATRIOT Act, Compliance, ETFs, Introducing..., Risk Management, Hedge Funds, Financial Services, Leadership, Fixed Income, Series 65, Uniform Combined State..., Financial Advisory, Investment Strategies, Leadership Development, Bonds, Due Diligence, Retirement, Trading, Fixed Annuities, Options, Investment Management, 401k, Estate Planning, Wealth Management..., Series 6
Education
The University of Texas at Austin - Red McCombs School of Business 1985 — 1987
MBA, Finance
The University of Texas at Austin 1981 — 1985
BBA, Finance
Summit Brokerage Services January 2010 - Present
Stanford Financial Receivership February 2009 - January 2010
Stanford Group Company June 2006 - February 2009
National Planning Corporation August 2003 - April 2006
National Planning Corporation May 1998 - July 2003
American General Securities Incorporated August 1990 - May 1998
MidFirst Bank 1988 - 1990
Skills
Series 7, Series 24, Securities, Investment Advisory, Series 63, Mutual Funds, Investments, Strategic Financial..., Equities, Alternative Investments, FINRA, Portfolio Management, Asset Allocation, Retirement Planning, USA PATRIOT Act, Compliance, ETFs, Introducing..., Risk Management, Hedge Funds, Financial Services, Leadership, Fixed Income, Series 65, Uniform Combined State..., Financial Advisory, Investment Strategies, Leadership Development, Bonds, Due Diligence, Retirement, Trading, Fixed Annuities, Options, Investment Management, 401k, Estate Planning, Wealth Management..., Series 6
Education
The University of Texas at Austin - Red McCombs School of Business 1985 — 1987
MBA, Finance
The University of Texas at Austin 1981 — 1985
BBA, Finance
David Null David Null's National Planning Corporation Experience March 2010 - Present
Job Financial Representative at National Planning Corporation
Industry Financial Services
Experience
National Planning Corporation March 2010 - Present
SpeakTrue Entertainment May 2008 - December 2009
Education
University of Miami 2004 — 2008
Kingston High School
National Planning Corporation March 2010 - Present
SpeakTrue Entertainment May 2008 - December 2009
Education
University of Miami 2004 — 2008
Kingston High School
Marcel Setlock Marcel Setlock's National Planning Corporation Experience 2015 - 2015
Job Business Relationship Manager/Vice President at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase July 2012 - Present
National Planning Corporation 2015 - 2015
National Planning Corporation 2015 - 2015
Citi March 2011 - July 2012
Bank of America September 2007 - March 2011
SunTrust Bank September 2006 - September 2007
HSBC January 2004 - August 2006
Household Finance January 2001 - May 2003
Conseco Finance June 2000 - December 2000
Skills
Spanish-English, Small Business Lending, Commercial Banking, Commercial Lending, Credit, Loans, Banking, Lines Of Credit, Consumer Lending, Retail Banking, Credit Analysis, Mortgage Lending, Loan Origination, Portfolio Management, Cross Selling, Cash Management, Credit Risk, Commercial Mortgages, Treasury Management, Relationship Management, Financial Analysis
Education
D'Youville College
Canisius College
JPMorgan Chase July 2012 - Present
National Planning Corporation 2015 - 2015
National Planning Corporation 2015 - 2015
Citi March 2011 - July 2012
Bank of America September 2007 - March 2011
SunTrust Bank September 2006 - September 2007
HSBC January 2004 - August 2006
Household Finance January 2001 - May 2003
Conseco Finance June 2000 - December 2000
Skills
Spanish-English, Small Business Lending, Commercial Banking, Commercial Lending, Credit, Loans, Banking, Lines Of Credit, Consumer Lending, Retail Banking, Credit Analysis, Mortgage Lending, Loan Origination, Portfolio Management, Cross Selling, Cash Management, Credit Risk, Commercial Mortgages, Treasury Management, Relationship Management, Financial Analysis
Education
D'Youville College
Canisius College
Curtis Jacobson Curtis Jacobson's National Planning Corporation Experience January 2001 - January 2007
Job Investment Management Professional
Industry Investment Management
Experience
Curtis Jacobson December 2008 - Present
Curtis Jacobson December 2008 - Present
at CBIZ Insurance Services of Maryland, Inc December 1989 - December 2008
CBIZ Financial Solutions, Inc January 1999 - January 2008
CBIZ, Inc December 1999 - 2008
CBIZ Benefits and Insurance of MD, Inc. 1989 - 2008
National Planning Corporation January 2001 - January 2007
CBIZ Insurance Services January 1989 - January 2001
Education
The University of South Dakota 1973 — 1976
BA, Economics, Political Science, Philosophy
Pembroke HS
Rice University
Masters of Arts, Anthropology
The University of South Dakota
Bachelors of Arts, Economics and Political Science
Curtis Jacobson December 2008 - Present
Curtis Jacobson December 2008 - Present
at CBIZ Insurance Services of Maryland, Inc December 1989 - December 2008
CBIZ Financial Solutions, Inc January 1999 - January 2008
CBIZ, Inc December 1999 - 2008
CBIZ Benefits and Insurance of MD, Inc. 1989 - 2008
National Planning Corporation January 2001 - January 2007
CBIZ Insurance Services January 1989 - January 2001
Education
The University of South Dakota 1973 — 1976
BA, Economics, Political Science, Philosophy
Pembroke HS
Rice University
Masters of Arts, Anthropology
The University of South Dakota
Bachelors of Arts, Economics and Political Science
Daniel Wengier's National Planning Corporation Experience June 2008 - June 2010
Job CEO at KosherKutz
Industry Financial Services
Experience
KosherKutz February 2010 - Present
National Planning Corporation June 2008 - June 2010
John Hancock Life Insurance Company (U.S.A.) 2005 - 2008
Skills
Investments, Meat, Insurance
Education
State University of New York College at Geneseo 1996 — 1997
History
KosherKutz February 2010 - Present
National Planning Corporation June 2008 - June 2010
John Hancock Life Insurance Company (U.S.A.) 2005 - 2008
Skills
Investments, Meat, Insurance
Education
State University of New York College at Geneseo 1996 — 1997
History
Drew Tillman Drew Tillman's National Planning Corporation Experience 2007 - 2009
Job Associate at Arnold & Porter
Industry Law Practice
Experience
Arnold & Porter August 2014 - Present
O'Melveny & Myers LLP October 2012 - July 2014
O'Melveny & Myers LLP June 2011 - August 2011
National Planning Corporation 2007 - 2009
Education
Northwestern University School of Law 2009 — 2012
Juris Doctor
Sarah Lawrence College
Bachelor of Arts (B.A.)
Arnold & Porter August 2014 - Present
O'Melveny & Myers LLP October 2012 - July 2014
O'Melveny & Myers LLP June 2011 - August 2011
National Planning Corporation 2007 - 2009
Education
Northwestern University School of Law 2009 — 2012
Juris Doctor
Sarah Lawrence College
Bachelor of Arts (B.A.)
John Samson's National Planning Corporation Experience February 2007 - Present
Job Investment Executive at Trilogy Financial Services
Industry Financial Services
Experience
Trilogy Financial Services February 2007 - Present
National Planning Corporation February 2007 - Present
Rollform Engineering September 2005 - July 2006
UCLA Anderson School of Management September 2005 - May 2006
Education
University of California, Los Angeles 2000 — 2005
B.S., Electrical Engineering
Trilogy Financial Services February 2007 - Present
National Planning Corporation February 2007 - Present
Rollform Engineering September 2005 - July 2006
UCLA Anderson School of Management September 2005 - May 2006
Education
University of California, Los Angeles 2000 — 2005
B.S., Electrical Engineering
Amabelle Johnson's National Planning Corporation Experience September 2010 - October 2012
Job Regional Director
Industry Financial Services
Experience
KBKG, Inc. September 2012 - Present
National Planning Corporation September 2010 - October 2012
Hawkeye Group Inc. August 2004 - September 2010
Abbott Laboratories June 2001 - August 2004
The Knot & Weddingpages May 2000 - June 2001
Skills
Business Development, Marketing, Marketing Strategy, Tax, Real Estate, Strategic Planning, Strategic Financial..., Negotiation, Financial Analysis, New Business Development, Investments, Account Management, Business Strategy, Project Management, Start-ups, Management Consulting, Contract Negotiation, Marketing Communications, Business Process..., Social Media Marketing, Retirement Planning, Managed Care, Corporate Tax, Social Media, Leadership, Microsoft Office, PowerPoint, Event Management
Education
University of California, Riverside 1994 — 1998
Bachelor of Science, Psychobiology / Neuroscience
FINRA Series 7
CA Real Estate License
KBKG, Inc. September 2012 - Present
National Planning Corporation September 2010 - October 2012
Hawkeye Group Inc. August 2004 - September 2010
Abbott Laboratories June 2001 - August 2004
The Knot & Weddingpages May 2000 - June 2001
Skills
Business Development, Marketing, Marketing Strategy, Tax, Real Estate, Strategic Planning, Strategic Financial..., Negotiation, Financial Analysis, New Business Development, Investments, Account Management, Business Strategy, Project Management, Start-ups, Management Consulting, Contract Negotiation, Marketing Communications, Business Process..., Social Media Marketing, Retirement Planning, Managed Care, Corporate Tax, Social Media, Leadership, Microsoft Office, PowerPoint, Event Management
Education
University of California, Riverside 1994 — 1998
Bachelor of Science, Psychobiology / Neuroscience
FINRA Series 7
CA Real Estate License
Nadine Boisnier, CAMS's National Planning Corporation Experience October 2003 - February 2006
Job Compliance Analyst, Financial Intelligence Unit at American Express
Industry Banking
Experience
American Express January 2012 - Present
Amanda Vega Consulting January 2008 - January 2012
National Planning Corporation October 2003 - February 2006
Invest Financial Corporation September 2002 - October 2003
Fox Family Worldwide July 1999 - March 2002
Skills
Corporate Communications, Event Planning, Facebook, Digital Media, Business Planning, Series 7, Event Management, Internal Communications, Copywriting, Marketing Strategy
Education
Pepperdine University 1997 — 1999
MA, Communication
California State University-Northridge
BA, Journalism
American Express January 2012 - Present
Amanda Vega Consulting January 2008 - January 2012
National Planning Corporation October 2003 - February 2006
Invest Financial Corporation September 2002 - October 2003
Fox Family Worldwide July 1999 - March 2002
Skills
Corporate Communications, Event Planning, Facebook, Digital Media, Business Planning, Series 7, Event Management, Internal Communications, Copywriting, Marketing Strategy
Education
Pepperdine University 1997 — 1999
MA, Communication
California State University-Northridge
BA, Journalism
Arthur Lopes's National Planning Corporation Experience June 2009 - March 2010
Job Operations Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2010 - Present
National Planning Corporation June 2009 - March 2010
Harris Financial Advisors May 2008 - May 2009
Wedbush Morgan Securities September 2007 - April 2008
Wachovia Securities February 2007 - September 2007
Envestnet Asset Management February 2005 - February 2007
Charles Schwab 2002 - 2005
Charles Schwab 2000 - 2002
Charles Schwab 1997 - 2000
Education
University of California, Davis 1992 — 1997
Bachelor's degree, Exercise Physiology
Charles Schwab September 2010 - Present
National Planning Corporation June 2009 - March 2010
Harris Financial Advisors May 2008 - May 2009
Wedbush Morgan Securities September 2007 - April 2008
Wachovia Securities February 2007 - September 2007
Envestnet Asset Management February 2005 - February 2007
Charles Schwab 2002 - 2005
Charles Schwab 2000 - 2002
Charles Schwab 1997 - 2000
Education
University of California, Davis 1992 — 1997
Bachelor's degree, Exercise Physiology
Michael L. Pierce's National Planning Corporation Experience January 1999 - January 2001
Job District Director
Industry Financial Services
Experience
Allianz Life June 2008 - Present
AXA Equitable January 2001 - June 2008
National Planning Corporation January 1999 - January 2001
Jackson January 1994 - January 1999
Skills
Fixed Annuities, Life Insurance, Variable Annuities, Mutual Funds, Retirement Planning, Retirement, Wealth Management, 401k, Series 24, Securities, IRAs, Strategic Financial..., FINRA, Alternative Investments, Separately Managed..., Financial Planning
Education
Clemson University - College of Business and Behavioral Science 1990 — 1993
Bachelor of Science (B.S.), Financial Management
Allianz Life June 2008 - Present
AXA Equitable January 2001 - June 2008
National Planning Corporation January 1999 - January 2001
Jackson January 1994 - January 1999
Skills
Fixed Annuities, Life Insurance, Variable Annuities, Mutual Funds, Retirement Planning, Retirement, Wealth Management, 401k, Series 24, Securities, IRAs, Strategic Financial..., FINRA, Alternative Investments, Separately Managed..., Financial Planning
Education
Clemson University - College of Business and Behavioral Science 1990 — 1993
Bachelor of Science (B.S.), Financial Management
Richard Tozer, CFA, CIPM's National Planning Corporation Experience April 1999 - August 2004
Job AVP, Performance Reporting & Analytics
Industry Financial Services
Experience
Whittier Trust June 2007 - Present
Ajilon Finance Solutions November 2005 - May 2007
National Planning Corporation April 1999 - August 2004
Skills
Asset Allocation, Financial Analysis, Asset Management, Performance Measurement, Investment Advisory, Equities, Wealth Management, Series 7, Performance Attribution, Bloomberg, Investment Strategies, Equity Research, Asset Managment, Securities, Due Diligence, Financial Markets, Capital Markets, Investments
Education
University of California, Davis 1993 — 1998
B.S., Managerial Economics
Whittier Trust June 2007 - Present
Ajilon Finance Solutions November 2005 - May 2007
National Planning Corporation April 1999 - August 2004
Skills
Asset Allocation, Financial Analysis, Asset Management, Performance Measurement, Investment Advisory, Equities, Wealth Management, Series 7, Performance Attribution, Bloomberg, Investment Strategies, Equity Research, Asset Managment, Securities, Due Diligence, Financial Markets, Capital Markets, Investments
Education
University of California, Davis 1993 — 1998
B.S., Managerial Economics
Jeromy Park's National Planning Corporation Experience May 2009 - Present
Job Financial Advisor at National Planning Corporation
Industry Financial Services
Experience
National Planning Corporation May 2009 - Present
AIG Royal Alliance June 2003 - May 2009
Skills
Retirement Planning, Wealth Management, Investment Advisory, Series 7, Asset Allocation, Strategic Financial..., Mutual Funds, Investments, Securities, Series 63, Fixed Annuities, Portfolio Management, Asset Management, Financial Services, Insurance, Finance, Risk Management, Affordable Care Act...
Education
University of California, San Diego 1997 — 2002
B.S., Management Science
National Planning Corporation May 2009 - Present
AIG Royal Alliance June 2003 - May 2009
Skills
Retirement Planning, Wealth Management, Investment Advisory, Series 7, Asset Allocation, Strategic Financial..., Mutual Funds, Investments, Securities, Series 63, Fixed Annuities, Portfolio Management, Asset Management, Financial Services, Insurance, Finance, Risk Management, Affordable Care Act...
Education
University of California, San Diego 1997 — 2002
B.S., Management Science
Richard Finley's National Planning Corporation Experience October 1988 - November 2011
Job Registered Securities Principal at National Planning Corporation
Industry Financial Services
Experience
advisor October 2011 - Present
National Planning Corporation October 1988 - November 2011
Skills
Series 7, Retirement Planning, Wealth Management, Strategic Financial..., Asset Allocation, Securities, Mutual Funds, IRAs, Uniform Combined State..., Roth IRA
Education
San Diego State University 1978 — 1980
University of San Diego 1978 — 1980
BBS, Business Administration
advisor October 2011 - Present
National Planning Corporation October 1988 - November 2011
Skills
Series 7, Retirement Planning, Wealth Management, Strategic Financial..., Asset Allocation, Securities, Mutual Funds, IRAs, Uniform Combined State..., Roth IRA
Education
San Diego State University 1978 — 1980
University of San Diego 1978 — 1980
BBS, Business Administration
Patrick Stankiewicz's National Planning Corporation Experience April 2002 - January 2004
Job Regional Sales Manager at Havis, Inc.
Industry Computer Hardware
Experience
Havis, Inc. October 2012 - Present
ARC November 2011 - October 2012
Havis, Inc. August 2007 - November 2011
Techflex Packaging LLC January 2006 - July 2007
Tony P's Dockside Grill January 2004 - July 2007
National Planning Corporation April 2002 - January 2004
Deckman Powerwashing Company January 1999 - January 2002
Skills
Sales, Account Management, Direct Sales, New Business Development, Social Skills, Sales Operations, CRM, Lead Generation, Sales Process, Leadership, Channel Partners
Education
Eastern Michigan University
Marketing, Advertising, General Business
Santa Monica College
Liberal Arts Associates Degree, Basics, General Business
Havis, Inc. October 2012 - Present
ARC November 2011 - October 2012
Havis, Inc. August 2007 - November 2011
Techflex Packaging LLC January 2006 - July 2007
Tony P's Dockside Grill January 2004 - July 2007
National Planning Corporation April 2002 - January 2004
Deckman Powerwashing Company January 1999 - January 2002
Skills
Sales, Account Management, Direct Sales, New Business Development, Social Skills, Sales Operations, CRM, Lead Generation, Sales Process, Leadership, Channel Partners
Education
Eastern Michigan University
Marketing, Advertising, General Business
Santa Monica College
Liberal Arts Associates Degree, Basics, General Business
Jessica Howie's National Planning Corporation Experience Licensed BankerWells Fargo Bank2006 - 2007
Job Advertising Compliance Analyst at National Planning Corporation
Industry Financial Services
Experience
National Planning Corporation Licensed BankerWells Fargo Bank2006 - 2007
Education
San Diego State University-California State University 1999 — 2003
BS, Business Management
National Planning Corporation Licensed BankerWells Fargo Bank2006 - 2007
Education
San Diego State University-California State University 1999 — 2003
BS, Business Management
Gerrell Jackson's National Planning Corporation Experience April 2005 - April 2009
Job at Capital Financial Group, H. Beck
Industry Financial Services
Experience
H. Beck December 2010 - Present
MetLife of Southern California June 2010 - December 2010
National Planning Corporation April 2005 - April 2009
ING Advisors Network January 2002 - April 2005
Financial Network Investment Corporation July 2000 - January 2002
Financial Network Investment Corporation April 1995 - July 2000
Education
University of Southern California
H. Beck December 2010 - Present
MetLife of Southern California June 2010 - December 2010
National Planning Corporation April 2005 - April 2009
ING Advisors Network January 2002 - April 2005
Financial Network Investment Corporation July 2000 - January 2002
Financial Network Investment Corporation April 1995 - July 2000
Education
University of Southern California
John Poulos's National Planning Corporation Experience June 2010 - January 2011
Job Project Manager at Florida Fair Housing Corp
Industry Electrical/Electronic Manufacturing
Experience
Florida Fair Housing Corp February 2014 - Present
Solar Power Solutions USA January 2011 - December 2013
National Planning Corporation June 2010 - January 2011
Coral Gables Trust June 2007 - March 2010
Skills
Management, Finance, Strategy, Financial Analysis, Investments, Financial Modeling, Marketing, Social Media Marketing, Strategic Planning, Customer Service
Education
European University 2006 — 2007
MBA, International Business
Clemson University 1998 — 2003
BS, Marketing
University of Newcastle 2000 — 2001
Study abroad
Ransom Everglades School 1993 — 1998
HS
Florida Fair Housing Corp February 2014 - Present
Solar Power Solutions USA January 2011 - December 2013
National Planning Corporation June 2010 - January 2011
Coral Gables Trust June 2007 - March 2010
Skills
Management, Finance, Strategy, Financial Analysis, Investments, Financial Modeling, Marketing, Social Media Marketing, Strategic Planning, Customer Service
Education
European University 2006 — 2007
MBA, International Business
Clemson University 1998 — 2003
BS, Marketing
University of Newcastle 2000 — 2001
Study abroad
Ransom Everglades School 1993 — 1998
HS
Louis Cook, LUTCF, CLTC, RFC's National Planning Corporation Experience October 2009 - Present
Job Owner/Vice President at Special Needs Team LLC
Industry Financial Services
Experience
Special Needs Team LLC November 2014 - Present
Financial Services Industry October 2012 - Present
National Planning Corporation October 2009 - Present
NEV-SA-DI, LLC February 2006 - Present
Special Needs Planning Center October 2009 - January 2013
MetLife February 1995 - June 2009
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Estate Planning, ELDER CARE PLANNING, SPECIAL NEEDS PLANNING, MEDICAID PLANNING, Wealth Preservation..., Business Planning, Strategy Implementation, Financial Advisory, Asset Management, Finance, Investment Advisory, IRAs, Fixed Annuities, Special Education, Long-term Care, Financial Services, Care Planning, Medicaid
Education
The American College
Financial Planning & Consulting
Special Needs Team LLC November 2014 - Present
Financial Services Industry October 2012 - Present
National Planning Corporation October 2009 - Present
NEV-SA-DI, LLC February 2006 - Present
Special Needs Planning Center October 2009 - January 2013
MetLife February 1995 - June 2009
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Estate Planning, ELDER CARE PLANNING, SPECIAL NEEDS PLANNING, MEDICAID PLANNING, Wealth Preservation..., Business Planning, Strategy Implementation, Financial Advisory, Asset Management, Finance, Investment Advisory, IRAs, Fixed Annuities, Special Education, Long-term Care, Financial Services, Care Planning, Medicaid
Education
The American College
Financial Planning & Consulting
Melissa Ziegler's National Planning Corporation Experience July 2009 - Present
Job Owner at Equine Health Services, LLC
Industry Financial Services
Experience
National Planning Corporation July 2009 - Present
Equine Health Services, LLC April 2004 - Present
Education
Trinity University 2000 — 2003
BS, Business concentration in Finance
National Planning Corporation July 2009 - Present
Equine Health Services, LLC April 2004 - Present
Education
Trinity University 2000 — 2003
BS, Business concentration in Finance
Leyla Ramirez, CTP's National Planning Corporation Experience September 2005 - February 2006
Job Treasury Manager at National Planning Holdings, Inc. an affiliate of Jackson National Life Insurance Company
Industry Financial Services
Experience
National Planning Holdings, Inc. an affiliate of Jackson National Life Insurance Company January 2012 - Present
National Planning Holdings, Inc. an affiliate of Jackson National Life Insurance Company January 2010 - December 2011
National Planning Holdings, Inc. an affiliate of Jackson National Life Insurance Company February 2006 - December 2009
National Planning Corporation September 2005 - February 2006
Luvalle Commons, UCLA Store December 2004 - February 2006
Luvalle Commons, UCLA Store May 2003 - November 2004
Skills
Financial Analysis, Cash Flow Forecasting, Accounting, Treasury Management, Cash Management, Management, Financial Modeling, Series 7, Loans, Account Reconciliation, Banking, Finance, Financial Accounting, Financial Reporting, Financial Services, Forecasting, Investments, Microsoft Office, Risk Management, Treasury, Microsoft Excel
Education
University of California, Los Angeles 2001 — 2006
Bachelor of Arts, Business Economics, Accounting
National Planning Holdings, Inc. an affiliate of Jackson National Life Insurance Company January 2012 - Present
National Planning Holdings, Inc. an affiliate of Jackson National Life Insurance Company January 2010 - December 2011
National Planning Holdings, Inc. an affiliate of Jackson National Life Insurance Company February 2006 - December 2009
National Planning Corporation September 2005 - February 2006
Luvalle Commons, UCLA Store December 2004 - February 2006
Luvalle Commons, UCLA Store May 2003 - November 2004
Skills
Financial Analysis, Cash Flow Forecasting, Accounting, Treasury Management, Cash Management, Management, Financial Modeling, Series 7, Loans, Account Reconciliation, Banking, Finance, Financial Accounting, Financial Reporting, Financial Services, Forecasting, Investments, Microsoft Office, Risk Management, Treasury, Microsoft Excel
Education
University of California, Los Angeles 2001 — 2006
Bachelor of Arts, Business Economics, Accounting
Alicia DeAbreu's National Planning Corporation Experience January 2003 - December 2003
Job Accounting at Image Access, Inc
Industry Computer Software
Experience
Image Access, Inc March 2006 - Present
Leron, Inc. July 2005 - February 2006
Image Access, Inc. January 2004 - June 2005
National Planning Corporation January 2003 - December 2003
Skills
Microsoft Office, Project Management, Business Analysis, Budget, Forecasting, Accounts Receivable, Accounts Payable, Cost Accounting, Account Reconciliation, Budgets, Accounting, Finance, QuickBooks, Account Management, Project Planning
Education
Nova Southeastern University 2008 — 2010
Master's Degree, Accounting
Florida Atlantic University 1997 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Image Access, Inc March 2006 - Present
Leron, Inc. July 2005 - February 2006
Image Access, Inc. January 2004 - June 2005
National Planning Corporation January 2003 - December 2003
Skills
Microsoft Office, Project Management, Business Analysis, Budget, Forecasting, Accounts Receivable, Accounts Payable, Cost Accounting, Account Reconciliation, Budgets, Accounting, Finance, QuickBooks, Account Management, Project Planning
Education
Nova Southeastern University 2008 — 2010
Master's Degree, Accounting
Florida Atlantic University 1997 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Tammie McDowell's National Planning Corporation Experience April 2006 - Present
Job Administrative Assistant at National Planning Corporation
Industry Financial Services
Experience
National Planning Corporation April 2006 - Present
Kohl's Department Stores 2003 - 2006
Skills
Customer Service, PowerPoint, Sales, Team Leadership, Microsoft Word, Microsoft Excel, Outlook, Event Planning, Budgets, Project Management, Team Building, Microsoft Office, Strategic Planning, Public Speaking, Social Networking, Training, Social Media, Nonprofits
Education
Harding University 1988 — 1993
Bachelor of Arts, Human Resources
National Planning Corporation April 2006 - Present
Kohl's Department Stores 2003 - 2006
Skills
Customer Service, PowerPoint, Sales, Team Leadership, Microsoft Word, Microsoft Excel, Outlook, Event Planning, Budgets, Project Management, Team Building, Microsoft Office, Strategic Planning, Public Speaking, Social Networking, Training, Social Media, Nonprofits
Education
Harding University 1988 — 1993
Bachelor of Arts, Human Resources
Nei Seda's National Planning Corporation Experience 2013 - Present
Job Financial Representative @ National Planning Corporation [NPC]
Industry Financial Services
Experience
National Planning Corporation 2013 - Present
New York Life Insurance Company 2012 - January 2013
Fibria May 2007 - July 2012
Skills
Fixed Annuities, SAP, Finance, Insurance, Logistics, Retirement, Supply Chain Management, Customer Service, Microsoft Excel, Business Planning, Financial Advisory, Disability Insurance, Life Insurance, Wealth Management, Process Improvement, Business Analysis, Sales, Employee Benefits, Estate Planning, Excel, Customer Relations, Financial Services, Strategic Financial..., Portfolio Management, Supply Chain, Financial Analysis, Asset Allocation, Achieve Results, Customer Driven, Self-starter, Financial Planners, Mergers
Education
Universidade Estácio de Sá 1997 — 2002
bachelor, international relantionships
Colegio Pedro II
National Planning Corporation 2013 - Present
New York Life Insurance Company 2012 - January 2013
Fibria May 2007 - July 2012
Skills
Fixed Annuities, SAP, Finance, Insurance, Logistics, Retirement, Supply Chain Management, Customer Service, Microsoft Excel, Business Planning, Financial Advisory, Disability Insurance, Life Insurance, Wealth Management, Process Improvement, Business Analysis, Sales, Employee Benefits, Estate Planning, Excel, Customer Relations, Financial Services, Strategic Financial..., Portfolio Management, Supply Chain, Financial Analysis, Asset Allocation, Achieve Results, Customer Driven, Self-starter, Financial Planners, Mergers
Education
Universidade Estácio de Sá 1997 — 2002
bachelor, international relantionships
Colegio Pedro II
Charlie Romaine's National Planning Corporation Experience 1995 - 2005
Job Assistant Director Business, Expansion & Retention at Louisiana Economic Development
Industry International Trade and Development
Experience
Louisiana Economic Development June 2012 - Present
Louisiana Economic Development November 2010 - June 2012
WGBT Sales Consulting December 2005 - November 2010
America Sign Maintenance August 2009 - June 2010
National Planning Corporation 1995 - 2005
PaineWebber 1992 - 1995
Skills
Business Planning, Strategic Planning, Economic Development, Analysis, Non-profits, Government, Financial Analysis, Start-ups, Nonprofits, Business Development, Investments, Finance, Entrepreneurship, Strategy, Business Strategy, Leadership, Economics, Management Consulting, Program Management
Education
University of New Orleans 2009 — 2010
MBA
University of Louisiana at Lafayette 1984 — 1988
B.S.Business Administration, Finance
vermillion catholic
Louisiana Economic Development June 2012 - Present
Louisiana Economic Development November 2010 - June 2012
WGBT Sales Consulting December 2005 - November 2010
America Sign Maintenance August 2009 - June 2010
National Planning Corporation 1995 - 2005
PaineWebber 1992 - 1995
Skills
Business Planning, Strategic Planning, Economic Development, Analysis, Non-profits, Government, Financial Analysis, Start-ups, Nonprofits, Business Development, Investments, Finance, Entrepreneurship, Strategy, Business Strategy, Leadership, Economics, Management Consulting, Program Management
Education
University of New Orleans 2009 — 2010
MBA
University of Louisiana at Lafayette 1984 — 1988
B.S.Business Administration, Finance
vermillion catholic
Greg Beaton's National Planning Corporation Experience
Job Registered Representative at National Planning Corporation
Industry Financial Services
Experience
National Planning Corporation
Skills
Wealth Management, 401k Rollovers, 529 Plans, IRAs, Series 7, Retirement Planning, Mutual Funds, Uniform Combined State..., Roth IRA, Retirement, Fixed Annuities, Long-term Care, Disability Insurance
Education
University of Florida 1968 — 1971
National Planning Corporation
Skills
Wealth Management, 401k Rollovers, 529 Plans, IRAs, Series 7, Retirement Planning, Mutual Funds, Uniform Combined State..., Roth IRA, Retirement, Fixed Annuities, Long-term Care, Disability Insurance
Education
University of Florida 1968 — 1971
Luke Dickson's National Planning Corporation Experience
Job Financial Advisor at National Planning Corporation
Industry Financial Services
Experience
National Planning Corporation
Skills
Retirement Planning
Education
Pacific University
National Planning Corporation
Skills
Retirement Planning
Education
Pacific University
Steve Peppler's National Planning Corporation Experience
Job Financial Planner at National Planning Corporation
Industry Financial Services
Experience
National Planning Corporation
Skills
Retirement Planning
Education
Purdue University
National Planning Corporation
Skills
Retirement Planning
Education
Purdue University
Kimberly Pierman's National Planning Corporation Experience December 2012 - Present
Job Financial RepresentativeNational Planning Corporation
Industry Financial Services
Experience
National Planning Corporation December 2012 - Present
Wachovia Bank 2002 - 2009
Wachovia Securities Financial Network 1999 - 2002
Skills
Disability Insurance, Fixed Annuities, Long-term Care, Insurance, Long Term Care Insurance, Permanent Life Insurance
Education
Florida International University 1985 — 1990
Bachelor of Business Administration (B.B.A.), Marketing and Management
National Planning Corporation December 2012 - Present
Wachovia Bank 2002 - 2009
Wachovia Securities Financial Network 1999 - 2002
Skills
Disability Insurance, Fixed Annuities, Long-term Care, Insurance, Long Term Care Insurance, Permanent Life Insurance
Education
Florida International University 1985 — 1990
Bachelor of Business Administration (B.B.A.), Marketing and Management
Raymond Ly's National Planning Corporation Experience June 2010 - Present
Job Compliance Analyst at National Planning Corporation
Industry Financial Services
Experience
National Planning Corporation June 2010 - Present
Quezada & Company November 2009 - April 2010
Skills
Series 7, Series 24, Mutual Funds, Financial Services, Series 63
Education
California State Polytechnic University-Pomona 2003 — 2008
Bachelor of Science (B.S.), Accounting
National Planning Corporation June 2010 - Present
Quezada & Company November 2009 - April 2010
Skills
Series 7, Series 24, Mutual Funds, Financial Services, Series 63
Education
California State Polytechnic University-Pomona 2003 — 2008
Bachelor of Science (B.S.), Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY