National Planning Corporation (NPC)

Industry: Company

Description

Founded: 1998 Parent organization: National Planning Holdings, Inc. Subsidiaries: National Insurance Consulting (NIC) Group, Inc.,

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National Planning Corporation (NPC) Employees

Employee
Years
Job
Industry
Yanara Portero Yanara Portero Orange County, California Area Details
Yanara Portero's National Planning Corporation (NPC) Experience August 2001 - September 2003
Job Principal Consultant, Financial Services Compliance at Portero Consulting, LLC
Industry Financial Services
Experience
Portero Consulting, LLC   January 2004 - Present
Portero Consulting, LLC   January 2004 - Present
National Planning Corporation (NPC)   August 2001 - September 2003

Skills
General Securities..., General Securities..., Investments, Banking, Insurance, Mutual Funds, Trading, Investment Advisory..., FINRA, Financial Services, Series 7, Series 24, Series 63, USA PATRIOT Act, AML, OFAC, Securities, Investment Advisory, Wealth Management, Investment Compliance, Back Office..., Trade Review, Surveillance, Due Diligence, Strategic Planning, Program Development, Leadership, Auditing, Sales Supervision, Advertising Review, Regulatory Compliance, Policy Writing, Bank Secrecy Act, KYC, SEC, FinCEN, Regulatory Filings, Investment Advisers Act..., Consulting, Restructuring, Risk Management, Code of Ethics, Operational Risk..., Uniform Combined State..., Alternative Investments, Retirement Planning, Equities, Securities Regulation, Variable Annuities, Broker-Dealer

Education
Southwestern Law School

Loyola Marymount University   1994 — 1998
Bachelor of Arts, Double Majored in Psychology and Spanish

Mary McGuire Mary McGuire Fort Lauderdale, Florida Details
Mary McGuire's National Planning Corporation (NPC) Experience October 2013 - May 2014
Job Senior Consultant at Campus Debt
Industry Financial Services
Experience
Campus Debt Solutions   July 2014 - September 2014
National Planning Corporation (NPC)   October 2013 - May 2014

Skills
Student Loans, Debt Consolidation, Investments, Investment Advisory, Consolidation, Financial Advisory, Financial Planning, Wealth Management, Portfolio Management, Retirement Planning, Mutual Funds, Banking, Equities, Asset Management, Financial Analysis, Retirement, Series 7, Asset Allocation, Photography

Education
Auburn University   2007 — 2012
Bachelor's Degree, International Relations, 3.7

Florida International University
Bachelor's Degree, Political Science and Spanish

Joana Ramirez Joana Ramirez Los Angeles, California Details
Joana Ramirez's National Planning Corporation (NPC) Experience March 2011 - December 2014
Job AVP, Compliance Specialist WSP at Unionbanc Investment Services, LLC
Industry Financial Services
Experience
UnionBanc Investment Services  December 2014 - Present
National Planning Corporation (NPC)   March 2011 - December 2014
Ameriprise Financial Services, Inc.   2006 - 2011

Skills
Investments, Broker-Dealer Compliance, Mutual Funds, Series 7, Wealth Management, Suitability Analysis, Securities, Series 66, Series 24, FINRA

Education
California State University-San Bernardino   2001 — 2005
Bachelor's Degree, B.S. - Finance

Alina Lee Alina Lee Redondo Beach, California Details
Alina Lee's National Planning Corporation (NPC) Experience November 2012 - September 2014
Job Regional Manager at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. / Transamerica Financial Group   September 2014 - Present
National Planning Corporation (NPC)   November 2012 - September 2014
Transamerica Financial Advisors, Inc.   October 2011 - November 2012
Transamerica Financial Advisors, Inc.   April 2006 - November 2011

Skills
Financial Services, Trading, Non-profits, Public Speaking, Fundraising, Event Planning, Strategic Planning, Microsoft Office, PowerPoint, Microsoft Excel, Research, Community Outreach, Leadership Development, Project Management, Investments, Banking, Nonprofits, Microsoft Word, Customer Service, Mutual Funds, Team Building, Budgets, Securities, Retirement, Investment Advisory, Financial Advisory, FINRA, Recruiting, Retirement Planning, Series 7, Broker-Dealer, Series 24, Series 63, IRAs, Asset Allocation, Wealth Management, Strategic Financial..., Investment Management, Financial Analysis, Financial Planners, Personal Financial..., Financial Planning

Education
University of California, Los Angeles   2002 — 2006
BA, Economics, Psychology

Beijing Normal University   2005 — 2005
Chinese Language and Literature

Sunny Hills High School   1998 — 2002
International Baccalaureate

Dennis Wood, AIF® Dennis Wood, AIF® Indianapolis, Indiana Area Details
Dennis Wood, AIF®'s National Planning Corporation (NPC) Experience September 2011 - Present
Job Executive Vice President at WSI, Inc.
Industry Financial Services
Experience
National Planning Corporation (NPC)   September 2011 - Present
WSI, Inc.   October 1994 - Present
WSA Pension Services, Inc.   October 1994 - January 2014
J.P. Turner & Company   March 2010 - September 2011
Intervest International Equities Coporation   November 1997 - October 2005

Skills
Pensions, Retirement, 401k, Defined Benefit, Employee Benefits, ERISA, Profit Sharing, Asset Management, Group Benefits, Succession Planning, Business Planning, Wealth Management, Retirement Planning, Investments, Fixed Annuities, Insurance, Asset Managment, Financial Services, Mutual Funds

Education
The Center for Fiduciary Studies   2012 — 2013
Accredited Investment Fiduciary, Finance and Financial Management Services

Institute for Employee Benefits Training - Philadelphia, PA   1988 — 1989
Certificate, ERISA Law

Ball State University - College of Business   1983 — 1986
BS, Major/Minor - Finance/Economics

Ed Outland Ed Outland Sacramento, California Area Details
Ed Outland's National Planning Corporation (NPC) Experience March 2012 - Present
Job Branch Manager and Investment Advisor Representative at National Planning Corporation (NPC)
Industry Financial Services
Experience
National Planning Corporation (NPC)   March 2012 - Present
Family Heritage Group, LLC   July 2001 - Present
LPL Financial  January 2008 - March 2012
The Financial Services Network  November 2006 - November 2008
Pro-Elite Enterprises, Inc.   February 1990 - June 2000
Seltel National Spot Television   January 1980 - July 1988

Skills
Veterans Benefits..., Medi-Cal Pre-Planning..., Radio Talk Show KFBK..., Investment Advisor..., Fixed Annuities, Retirement Planning, Veterans Benefits, Long-term Care, Investments, Estate Planning, Financial Advisory, Retirement, Life Insurance, Long Term Care Insurance, Strategic Financial..., IRAs, Finance, Small Business, Insurance, Disability Insurance, Financial Planning, Employee Benefits, 401k

Education
California State University-Sacramento   1967 — 1968
Bachelor or Arts, Business Administration

California State University-Sacramento   1965 — 1968
Speech Communication and Rhetoric

Frank Gallo, CFP® Frank Gallo, CFP® Greater Seattle Area Details
Frank Gallo, CFP®'s National Planning Corporation (NPC) Experience March 2006 - Present
Job Owner of Investors Portfolio Services LLC
Industry Financial Services
Experience
Investors Portfolio Services LLC   January 1997 - Present
National Planning Corporation (NPC)   March 2006 - Present
Green River Community College  October 2008 - Present

Skills
Investments, Personal Financial..., Public Speaking, Strategic Financial..., Small Business, Strategic Planning, New Business Development, Sales Management, Insurance, Team Building, Social Media, Marketing, Teaching, Tax Advisory, 401k Rollovers, Self Directed IRA, IRAs, Roth IRA, SEP IRA, Individual Pension Plans, Traditional IRA, Long-term Care, Life Insurance, Life Transitions

Education
College for Financial Planning   1995 — 1997
CFP Professional Education Program, Financial Planning and Services

George Fox University   1981 — 1985
Bachelor's degree, Business/Economics

Carl Edouarde Carl Edouarde Greater Los Angeles Area Details
Carl Edouarde's National Planning Corporation (NPC) Experience January 2014 - Present
Job Branch Development Specialist at National Planning Corporation (NPC)
Industry Financial Services
Experience
National Planning Corporation (NPC)   January 2014 - Present
AXA Advisors  February 2013 - June 2013
Starbucks  April 2007 - February 2013

Skills
Inventory Management, Store Management, New Store Development, Coffee, Store Operations, Cashiering, Espresso, Barista Training, Customer Service, Merchandising, Inventory Control, Retail, Retail Sales, Multi-unit, Cash Handling Experience, Driving Results, Cash Register, New Store Openings

Education
California State University-Northridge
Bachelor of Science (B.S.), Business Administration and Management, General

Chris Paydock Chris Paydock Sacramento, California Area Details
Chris Paydock's National Planning Corporation (NPC) Experience January 2014 - Present
Job Financial Advisor at National Planning Corporation
Industry Investment Management
Experience
National Planning Corporation (NPC)   January 2014 - Present
Curian Capital  October 2008 - January 2014
ICON Advisers  December 2004 - October 2008
Lockwood Advisors  2003 - 2004
McDonald Investments/Keybank   1999 - 2003

Skills
Series 63, Mutual Funds, Securities, Investments, Alternative Investments, Retirement Planning, Separately Managed..., Asset Allocation, Wealth Management, Asset Management, Investment Advisory, 401k, Series 7, Long-term Care, ETFs, Uniform Combined State..., Series 65, FINRA

Education
Bowling Green State University
Bachelor of Science (BS) Economics, Economics / Finance

St. Edward H.S.

Mike Fronk Mike Fronk Sacramento, California Area Details
Mike Fronk's National Planning Corporation (NPC) Experience December 2011 - October 2013
Job Digital Marketing Consultant at WSI Cybersmart
Industry Marketing and Advertising
Experience
WSI Cybersmart   June 2014 - Present
National Planning Corporation (NPC)   December 2011 - October 2013
Morgan Stanley Smith Barney  April 2007 - November 2011
WFG World Group Securities  December 2004 - April 2007

Skills
Digital Marketing, SEO, Content Management, LinkedIn, Facebook Marketing, Google Analytics, Google Adwords, Internet Business..., Web Marketing, Web Marketing Strategy, Social Media Blogging, Content Development, Marketing Strategy, Marketing..., Social Return on..., Website Development, PPC, Management, Project Management, Sales

Education
NCCLI   2012 — 2013

Brigham Young University
Business, Management, Marketing, and Related Support Services

Erik Babbitt, CFS® Erik Babbitt, CFS® Iowa City, Iowa Area Details
Erik Babbitt, CFS®'s National Planning Corporation (NPC) Experience June 2011 - February 2013
Job Regional Vice President at Jackson National Life Distributors LLC
Industry Financial Services
Experience
Jackson National Life Distributors LLC  March 2013 - Present
National Planning Corporation (NPC)   June 2011 - February 2013
Curian Capital  June 2009 - May 2011
Ivy Funds  January 2006 - December 2008

Skills
Series 7, Mutual Funds, Fixed Annuities, Wealth Management, Asset Allocation, Asset Managment, Investments, Series 63, Uniform Combined State..., Portfolio Management, Alternative Investments, Retirement Planning

Education
Colorado State University   1999 — 2003
BS, Finance & Real Estate

Patrick Mims Patrick Mims San Francisco Bay Area Details
Patrick Mims's National Planning Corporation (NPC) Experience May 2014 - August 2014
Job Student at UC Berkeley
Industry Financial Services
Experience
National Planning Corporation (NPC)   May 2014 - August 2014
United States Marine Corps  December 2009 - March 2014
United States Marine Corps  June 2012 - June 2013
Target  June 2008 - December 2009

Skills
Critical Thinking, Complex Problem Solving, Close Attention to..., Leadership, Microsoft Office, Military Experience, Operational Planning, Security Clearance, Judgement and Decision..., Problem Solving

Education
University of California, Berkeley   2015 — 2017
Political Economics

Santa Monica College   2014 — 2015
Economics, 3.7 GPA

Palomar College   2012 — 2014
Economics

Saguaro High School   2005 — 2009

Cary Margolis Cary Margolis Greater Los Angeles Area Details
Cary Margolis's National Planning Corporation (NPC) Experience April 2011 - Present
Job Compliance Principal at National Planning Corporation
Industry Financial Services
Experience
National Planning Corporation (NPC)   April 2011 - Present

Skills
Series 7, FINRA, Series 63, Series 24, Securities, Mutual Funds, Investments, Series 65

Education
University of Nevada-Las Vegas
Bachelor's degree, Hospitality Administration/Management

Jeff Junior Jeff Junior Scottsdale, Arizona Details
Jeff Junior's National Planning Corporation (NPC) Experience December 2002 - April 2004
Job President at Trajan Wealth LLC
Industry Financial Services
Experience
Trajan Wealth LLC   September 2002 - Present
Valley Financial Corp   March 2010 - Present
Transamerica Financial Advisors, Inc.   April 2004 - April 2010
National Planning Corporation (NPC)   December 2002 - April 2004

Skills
Insurance, Fixed Annuities, Investments, Retirement, Retirement Planning, Employee Benefits, 401k, 401k Rollovers, Money Management, Income Planning, Fixed Income Portfolio..., Fixed Income Strategies, Variable Annuities, Indexed Annuities, Annuity Sales, Equity Indexed Annuities, Mutual Funds, Financial Advisory, Strategic Financial..., Wealth, Investment Advisory, Series 7, Finance, Life Insurance, Securities, Financial Goals, Disability Insurance, Financial Services, Portfolio Management, Health Insurance, IRAs, Financial Planners, Term Life Insurance, Long-term Care, Estate Planning, Series 63, Financial Planning, Long Term Care Insurance

Education
Campbell University   1993 — 1997
Business

Mary B Kusske Mary B Kusske Greater Minneapolis-St. Paul Area Details
Mary B Kusske's National Planning Corporation (NPC) Experience February 2008 - Present
Job President at Kusske Financial Management, Inc.
Industry Financial Services
Experience
Kusske Financial Management, Inc.   June 1986 - Present
National Planning Corporation (NPC)   February 2008 - Present

Skills
Retirement, Public Employee..., Retirement Income..., IRAs, Securities, Retirement Planning, Investments, Estate Planning, Wealth Management, Portfolio Management, Insurance, RMDS, Long Term Care Insurance, College Education..., Fixed Annuities, Public Speaking, Women's Financial Issues, Financial Planning, Financial Advisory, Financial Services, Finance

Education
St. Cloud State University   1976 — 1978
Bachelor of Applied Science (BASc), Finance

Normandale Community College   1974 — 1976
Associate of Arts and Sciences (AAS)

Burnsville Senior High School   1972 — 1974

Nicole Liuzzi Nicole Liuzzi Greater Los Angeles Area Details
Nicole Liuzzi's National Planning Corporation (NPC) Experience September 2012 - February 2013
Job Marketing Consultant at Martin Outdoor Media, LLC
Industry Marketing and Advertising
Experience
Martin Outdoor Media   September 2014 - Present
Martin Outdoor Media   May 2013 - August 2014
National Planning Corporation (NPC)   September 2012 - February 2013
GoldenTree Asset Management  June 2012 - August 2012
Omni Financial  January 2012 - June 2012
Bluefire Studios Marketing and Web Design   December 2010 - January 2012
At's-A Pizza and Restaurant   January 2008 - January 2012

Education
Florida Atlantic University   2010 — 2012
Bachelor of Business Administration (BBA), Finance and Management

University of Central Florida

Pamela Sutliff Pamela Sutliff Reading, Pennsylvania Details
Pamela Sutliff's National Planning Corporation (NPC) Experience January 2002 - Present
Job Registered Associate at National Planning Corporation (NPC)
Industry Financial Services
Experience
National Planning Corporation (NPC)   January 2002 - Present

Skills
Series 7, Series 63, Financial Services, Customer Service, Retirement, Wealth Management, Asset Allocation

Education
Indiana University of Pennsylvania   1980 — 1984
Bachelor of Science (BS), Mathematics Education

Richard Isaacs Richard Isaacs Woodland Hills, California Details
Richard Isaacs's National Planning Corporation (NPC) Experience August 2014 - Present
Job President at Allegiance Financial Group
Industry Financial Services
Experience
National Planning Corporation (NPC)   August 2014 - Present
Allegiance Financial Group   September 1999 - Present

Skills
Wealth Management, Retirement Planning, Investment Advisory, Securities, Investments, Insurance, Financial Planners, Series 7, FINRA, Retirement, Investment Strategies, Asset Allocation, Mutual Funds, Series 63, 401k, Personal Finance, Fixed Annuities, Financial Planning, IRAs

Education
State University of New York College at Oneonta   1981 — 1984
B.S., Business Economics/Communications

Alex Butters Alex Butters Los Angeles, California Details
Alex Butters's National Planning Corporation (NPC) Experience February 2015 - Present
Job Compliance Analyst, National Planning Corporation
Industry Financial Services
Experience
National Planning Corporation (NPC)   February 2015 - Present
Nations Financial Group, Inc   January 2013 - Present
Ameriprise Financial Services, Inc.   June 2011 - February 2013
Toyota Financial Services  January 2010 - June 2011
Nations Financial Group   August 2008 - January 2009

Skills
Financial Analysis, Portfolio Management, Microsoft Excel, Credit, PowerPoint, Credit Analysis, Customer Service, Credit Risk, Financial Statement..., Finance, Banking, Loans, Access, Cost Benefit

Education
University of Iowa   2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, 3.8

Darrell Andrew De Leoz, CWS®, CRPC®, AAMS® Darrell Andrew De Leoz, CWS®, CRPC®, AAMS® San Francisco Bay Area Details
Darrell Andrew De Leoz, CWS®, CRPC®, AAMS®'s National Planning Corporation (NPC) Experience August 2013 - April 2015
Job Account Manager at Loring Ward
Industry Financial Services
Experience
Loring Ward  April 2015 - Present
National Planning Corporation (NPC)   August 2013 - April 2015
Merrill Edge  August 2012 - July 2013
USAA  September 2006 - August 2012
US Army - California Army National Guard   September 2004 - April 2008
Vanguard  September 2005 - September 2006
US Army - Active Duty  September 1998 - September 2002

Skills
Mutual Funds, Fixed Annuities, Life Insurance, Retirement Planning, Financial Advisory, Series 6, Series 7, Series 24, Series 51, Series 63, Series 65, Asset Allocation, Team Building, Financial Planning, Risk Management, Management, Securities, Strategic Financial..., Government, Security Clearance, Investment Advisory, Broker-Dealer Operations, Broker-Dealer Compliance

Education
College for Financial Planning
MA, Finance

University of California, Davis
BA, Political Science/Economics

Austin Moon, III Austin Moon, III Austin, Texas Details
Austin Moon, III's National Planning Corporation (NPC) Experience August 2004 - May 2012
Job Director of Business Development, Advantage Investment Management
Industry Financial Services
Experience
Advantage Investment Management   May 2014 - Present
UAT Inc.   May 2012 - April 2015
National Planning Corporation (NPC)   August 2004 - May 2012
National Planning Corporation (NPC)   June 2000 - August 2004
Amerex Energy  June 1998 - June 2000

Education
University of Houston

Omar Mercado Omar Mercado Los Angeles, California Details
Omar Mercado's National Planning Corporation (NPC) Experience April 2015 - Present
Job Investment Advisor Compliance Analyst at National Planning Corporation (NPC)
Industry Financial Services
Experience
National Planning Corporation (NPC)   April 2015 - Present
National Planning Corporation (NPC)   November 2012 - March 2015
Jackson National Life  January 2010 - December 2012
National Planning Corporation (NPC)   September 2003 - January 2010
National Planning Corporation (NPC)   May 2008 - January 2009
National Planning Corporation (NPC)   August 2003 - May 2008

Skills
Series 7, Insurance, Microsoft Office, Brokerage, Uniform Combined State..., Financial Services, Series 63, Investment Advisor..., Series 66, Series 24, Financial Planning, Retirement Planning, Mutual Funds, FINRA, Retirement, Securities, Investment Advisory, Wealth Management

Education
Downtown Magnets High School

Los Angeles City College
Administration of Justice AA, Administration of Justice

Katie Tracy Katie Tracy Riverview, Michigan Details
Katie Tracy's National Planning Corporation (NPC) Experience September 2009 - Present
Job Operations Manager at National Planning Corporation (NPC)
Industry Financial Services
Experience
National Planning Corporation (NPC)   September 2009 - Present

Skills
Office Administration, Outlook, Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, Access, PowerPoint, Event Planning, Office Management, Accounting, Event Management, Administrative..., Budgets, Recruiting, Adobe Acrobat, Training, Meeting Planning, Marketing, Social Media, Leadership, Time Management, Analysis, Finance, Management, Strategic Planning

Education
Eastern Michigan University
Bachelor's Degree, Business Administration and Management

Roxanne Blade Roxanne Blade Deerfield Beach, Florida Details
Roxanne Blade's National Planning Corporation (NPC) Experience February 2012 - Present
Job Certified Financial Planner and Investment Advisor Representative at National Planning Corporation (NPC)
Industry Financial Services
Experience
National Planning Corporation (NPC)   February 2012 - Present
Woodbury Financial Services  September 2009 - November 2011
American Express Financial Advisors  October 1996 - June 2006

Skills
Independent Financial..., Retirement Plan..., Wealth Management..., Wealth Accumulation..., Holistic Financial...

Education
Florida State University - College of Business   1990 — 1992
Bachelor's degree, Finance and International Business

David P Bax David P Bax Las Vegas, Nevada Details
David P Bax's National Planning Corporation (NPC) Experience December 2014 - Present
Job Registered Principal
Industry Financial Services
Experience
National Planning Corporation (NPC)   December 2014 - Present
Bax Investments   November 1983 - Present

Education
University of Missouri-Columbia   1973 — 1981
Bachelor of Science in Business Administration, Finance, Magna Cum Laude

Gary E. Croxall, CFP® Gary E. Croxall, CFP® Aptos, California Details
Gary E. Croxall, CFP®'s National Planning Corporation (NPC) Experience 2000 - Present
Job Registered Investment Advisor
Industry Financial Services
Experience
National Planning Corporation (NPC)   2000 - Present
Croxall Capital Planning   1976 - Present
Associated Securities Corporation   1984 - 2000

Skills
Investment Advisory, Wealth Management, Retirement Planning, Personal Financial..., Financial Planners, Certified Financial..., Asset Management, Life Insurance, Long Term Care Insurance, College Education..., Investment Brokerage, Inheritance Tax Planning, Estate Tax Planning, Personal Tax Planning, Asset Allocation

Education
College for Financial Planning   1987 — 1987
CFP® Professional Education Program, Certified Financial PlannerTM

Golden Gate University   1986 — 1987
Graduate Coursework, Financial Services

San Jose State University   1964 — 1973
Bachelor of Science (B.S.), Business Administration, Marketing

Jesse Bargstadt Jesse Bargstadt Lincoln, Nebraska Details
Jesse Bargstadt's National Planning Corporation (NPC) Experience February 2014 - Present
Job Practice Manager at National Planning Corporation (NPC)
Industry Financial Services
Experience
National Planning Corporation (NPC)   February 2014 - Present
State Farm  April 2013 - August 2013

Skills
Life & Health Insurance..., Series 6, Series 63

Education
University of Nebraska-Lincoln   2011 — 2015
Accounting and Finance, Senior

University of Oxford   2014 — 2014

John C. Johnson John C. Johnson Greater Los Angeles Area Details
John C. Johnson's National Planning Corporation (NPC) Experience January 2013 - Present
Job President/CEO at National Planning Corporation (NPC)
Industry Financial Services
Experience
National Planning Corporation (NPC)   January 2013 - Present
National Planning Holdings, Inc.   July 2000 - January 2013
National Planning Corporation (NPC)   July 2000 - January 2013
MetLife Investors, Inc. (formerly Security First Group, Inc.)   March 1987 - June 2000

Skills
Sales Management, Relationship Management, Negotiation, Office Administration, Sales, Recruiting, Leadership, FINRA, Situational Leadership, Business Development, Finance, Marketing, Financial Services, Management, Financial Analysis, Strategic Planning, Time Management, Alternative Investments, Insurance, Strategy, Budgets, Exceptional People..., Financial Advisory, Customer Service, Variable Annuities, Mergers & Acquisitions, Equities, Investment Strategies, Account Management, Executive Management, Business Planning, Strategic Partnerships, Risk Management, Estate Planning, Retail, 401k, Small Business, Investment Advisory, Investment Management, Superior Client Service, Separately Managed..., New Business Development, Banking, Client Services, Series 63

Education
Binghamton University   1979 — 1983
B.A., Literature & Rhetoric

Fordham Preparatory School   1975 — 1979

Annunciation School

Chris Cottone Chris Cottone Greater St. Louis Area Details
Chris Cottone's National Planning Corporation (NPC) Experience October 2014 - Present
Job Investment Advisor Representative at National Planning Corporation (NPC)
Industry Financial Services
Experience
National Planning Corporation (NPC)   October 2014 - Present
LaBrunerie Financial  December 2001 - August 2014

Education
University of Missouri-Columbia   2000 — 2004
BA, Finance, Economics, International Studies

Scott Montgomery Scott Montgomery Santa Monica, California Details
Scott Montgomery's National Planning Corporation (NPC) Experience December 2011 - Present
Job Senior Vice President, New Business Development at National Planning Corporation (NPC)
Industry Financial Services
Experience
National Planning Corporation (NPC)   December 2011 - Present
FirstPoint Partners   January 2011 - December 2011
LPL Financial  April 2002 - January 2011
Mackenzie Asset Management   September 2000 - April 2002
Munder Capital Management  May 1997 - May 2000
A.G. Edwards   October 1993 - May 1997
Related Capital Corporation   January 1990 - October 1993

Skills
Alternative Investments, Mutual Funds, Wealth Management, Financial Advisory, Series 7, Series 63

Education
San Diego State University-California State University   1984 — 1989
Business, Psychology

Kirsten Bosch Kirsten Bosch Los Angeles, California Details
Kirsten Bosch's National Planning Corporation (NPC) Experience
Job Senior Vice President of Branch Development at National Planning Corporation (NPC)
Industry Financial Services
Experience
National Planning Corporation (NPC)  

Skills
Series 7, Series 24, Team Leadership, Project Management, Decision Making, Relationship Management, Problem Solving, Account Management, Customer Service, Department Budget..., Training, Timeline Development, Time Management, Organization &..., Program Development, Non-profit Leadership, Volunteer Management, Fundraising, Non-profit..., Non-profit Volunteer

Education
Biola University
Bachelor of Science (B.S.), Business Administration and Management, General

Douglas Stowers Douglas Stowers Las Vegas, Nevada Area Details
Douglas Stowers's National Planning Corporation (NPC) Experience January 2013 - August 2013
Job JapaneseEnglish Translator at Glovalex America Inc.
Industry Information Technology and Services
Experience
Glovalex America Inc   February 2015 - May 2015
Cherie Hearts No. 1 International Kindergarten of Qingdao   August 2013 - August 2014
National Planning Corporation (NPC)   January 2013 - August 2013
Joy English School 佳音英語   October 2011 - October 2012
Irvine / Universal Protection Services  September 2009 - September 2011
Choicepoint  July 2007 - September 2008
Ezogiku Japanese Noodle Cafe   August 2006 - June 2007
Circuit City  February 2006 - August 2006

Skills
Computer Maintenance, Windows 7, Microsoft Office, Leadership, Spanish, Public Speaking, Computer Hardware, Japanese to English..., Spanish-English, Chinese culture, Documentations, Help Desk Support, Microsoft Office 2007, Network Administration, Networking, Social Networking, Training, Teamwork, Event Planning, Customer Service, Research, Microsoft Excel, PowerPoint, Social Media, Management, Editing

Education
Asher College   2015 — 2016
Associate's Degree of Applied Computer Science, Information Technology, 94%

Irvine Valley College   2004 — 2009
Japanese Studies

Paul J. Toohey Paul J. Toohey Orange County, California Area Details
Paul J. Toohey's National Planning Corporation (NPC) Experience 1999 - Present
Job Wealth Management Advisor
Industry Financial Services
Experience
The Planners Network, Inc.   November 1999 - Present
The Planners Network, Inc.   1999 - Present
National Planning Corporation (NPC)   1999 - Present
Collaborative Divorce Solutions, Inc.   June 2002 - December 2014
Collaborative Divorce Solutions, Inc.   2003 - 2012
Harbor Benefit Planning Group   January 1985 - December 2002

Skills
Estate Planning, Retirement Planning, Wealth Management, Strategic Financial..., Financial Planners, Financial Advisory, Portfolio Management, Pensions, Investments, Financial Services, Retirement, High Net Worth..., Investment Advisory, Mediation, Risk Management, 401k, Asset Allocation, Wealth, Family Law, Disability Insurance, Financial Goals, Alternative Dispute..., Wealth Accumulation, IRAs, Financial Analysis, Mutual Funds, Fixed Annuities, Investment Strategies, Trusts, Series 7, Dispute Resolution, Securities, Employee Benefits, Personal Finance, Wealth Management..., Saving for Education, Tax, Finance, Asset Management, Certified Financial..., Valuation, Insurance, Series 63, Series 65, Small Business, Alternative Investments, Long-term Care, Relationship Management, Investment Management, Series 6

Education
College for Financial Planning   1983 — 1985
CFP Designation, Financial Planning

Western Michigan University   1967 — 1973
BBA, Marketing

Ariel Sandoval Ariel Sandoval Santa Monica, California Details
Ariel Sandoval's National Planning Corporation (NPC) Experience January 2009 - December 2010
Job Energetic professional with manager and technology background. With the ability to lead a group to success.
Industry Financial Services
Experience
Jackson National Life  January 2011 - Present
National Planning Corporation (NPC)   January 2009 - December 2010
National Planning Corporation (NPC)   January 2009 - December 2010
National Planning Corporation (NPC)   January 2005 - December 2005
National Planning Corporation (NPC)   January 2003 - December 2004
National Planning Corporation (NPC)   August 2001 - December 2002
National Planning Corporation (NPC)   September 1999 - July 2001

Skills
Help Desk Support, Series 7, Series 24, Leadership, Soft Skills, Technical Support, Information Technology, Databases

Education
Colorado Technical University-Online   2011 — 2015
Security, Information Technology

Steven Fairchild, CFP®, AIF®, CRPC® Steven Fairchild, CFP®, AIF®, CRPC® Folsom, California Details
Steven Fairchild, CFP®, AIF®, CRPC®'s National Planning Corporation (NPC) Experience November 1999 - Present
Job President, Fairchild Financial Advisors, Inc.
Industry Financial Services
Experience
Fairchild Financial Advisors, Inc   January 1982 - Present
National Planning Corporation (NPC)   November 1999 - Present

Skills
Series 7, Securities, Series 63, Investments, FINRA, Series 24, Financial Services, Finance, Retirement Planning, Registered Investment..., Fixed Annuities, Retirement

Education
CSU Sacramento
Bachelor of Arts (B.A.), Psychology

Jeffrey Hennings Jeffrey Hennings Greater Los Angeles Area Details
Jeffrey Hennings's National Planning Corporation (NPC) Experience July 2014 - Present
Job Brokerage Services Representative at National Planning Corporation (NPC)
Industry Financial Services
Experience
National Planning Corporation (NPC)   July 2014 - Present
Curian Capital  May 2013 - July 2014
Giantnerd®  May 2012 - August 2012

Skills
Finance, Economics, Brokerage Services, Series 7, Series 66, Financial Operations, Broker-Dealer Operations, Client Services, Microsoft Office, Microsoft Excel, Microsoft Access, NETX360, SQL, Regression Models, Statistics, Financial Analysis, Asset Management

Education
University of Colorado at Boulder   2008 — 2012
Bachelor of Arts (B.A.), Economics

Daniel Martin, MBA Daniel Martin, MBA Greater Denver Area Details
Daniel Martin, MBA's National Planning Corporation (NPC) Experience March 2008 - December 2012
Job Content Marketing, Communications and Thought Leadership
Industry Marketing and Advertising
Experience
Jackson National Life  December 2012 - Present
National Planning Corporation (NPC)   March 2008 - December 2012
National Planning Corporation (NPC)   January 2011 - December 2011
National Planning Corporation (NPC)   April 2009 - January 2011
National Planning Corporation (NPC)   March 2008 - April 2009
Jackson National Life  February 2007 - March 2008
University of Denver  September 2005 - March 2006
University of Denver  2004 - 2006

Skills
Marketing Copywriting, Copyediting, Marketing Campaign..., Press Release Creation, Feature Articles, Marketing Strategy, Marketing Communications, Direct Marketing, Email Marketing, Writing, Newsletters, Social Media, Social Media Marketing, Event Management, Editing, Promotions, Online Marketing, Internal Communications, Adobe Acrobat, Digital Marketing, Website Management, Social Media Strategist, Content Marketing, Corporate Blogging, Copywriting, Copy Editing, Marketing Management, Press Releases, Marketing, Webmaster Services, Corporate Communications, Advertising, Integrated Marketing, Brand Development, Media Relations, Blogging, Google Analytics, Strategic Communications, Corporate Branding, Web Content, Digital Strategy, SEO, Content Management, Social Media Measurement, Editorial, Leadership, Heavy Lifting, Strategy, Content Strategy

Education
University of Denver - Daniels College of Business   2011 — 2013
MBA, Marketing

University of Denver   2002 — 2006
Bachelor's Degree, Journalism Studies

Bishop Lynch High School   1998 — 2002

Thomas Feenan Thomas Feenan Greater Boston Area Details
Thomas Feenan's National Planning Corporation (NPC) Experience April 2000 - Present
Job Registered Representative at National Planning Corporation (NPC)
Industry Financial Services
Experience
National Planning Corporation (NPC)   April 2000 - Present
Feenan Financial Group   1969 - Present
Feenan Financial Group   1969 - Present
HD Vest Financial Services  1987 - 2000
HD Vest Financial Services  1987 - 2000
HD Vest Financial Services  1987 - 2000
Boston Public Schools  1967 - 1976
Avon Public Schools  1966 - 1967

Skills
Estate Planning, Retirement Planning, Strategic Planning, Small Business, Portfolio Management, Wealth Management, Marketing, Investments, Start-ups, Strategic Financial..., Tax, Strategy, Strategic Partnerships, Insurance

Education
University of Massachusetts Boston   1967 — 1969
MS Ed, Education

University of Massachusetts Boston   1962 — 1966
BS Ed, Education

January Welch January Welch Columbus, Ohio Details
January Welch's National Planning Corporation (NPC) Experience March 2014 - March 2015
Job Functional Coordinator at Huntington National Bank
Industry Financial Services
Experience
Huntington National Bank  April 2015 - Present
National Planning Corporation (NPC)   March 2014 - March 2015
Nationwide Financial  July 2013 - February 2014
Scarlet and Gray Financial   January 2013 - July 2013
Gloeckner Financial Group   September 2012 - May 2013
Farmers Insurance  August 2012 - December 2012
Byers Mazda Subaru  December 2007 - July 2012

Skills
Insurance, Health Insurance, Property & Casualty..., Customer Service, Term Life Insurance, Life Insurance, Microsoft Excel, Outlook, Sales, Customer Satisfaction, Umbrella Insurance, Time Management, Commercial Insurance, PowerPoint, Financial Services

Education
The Ohio State University   2012 — 2013
Bachelor of Science (BS), Consumer Family Financial Services

The Ohio State University   2007 — 2011
Bachelor of Science (BS), Hospitality Management

Spencer Moller Spencer Moller Manhattan Beach, California Details
Spencer Moller's National Planning Corporation (NPC) Experience September 2014 - Present
Job at
Industry Financial Services
Experience
National Planning Corporation (NPC)   September 2014 - Present
Gene Berg Trucks   June 2012 - September 2014
Super Sports  May 2010 - December 2012
Richard Hume Photography   October 2009 - August 2012
Manhattan Country Club  January 2006 - May 2011

Skills
Digital Photography, Photography, Mac, Graphic Design, Social Networking, Finance

Education
Marymount California University   2008 — 2014
Bachelor's Degree, Media Studies, concentration on Digital Art and Design

Sean Haley Sean Haley Greater Los Angeles Area Details
Sean Haley's National Planning Corporation (NPC) Experience September 2005 - April 2015
Job Senior Vice President, Chief Compliance Officer, National Planning Corporation
Industry Financial Services
Experience
National Planning Corporation (NPC)   September 2005 - April 2015
National Planning Corporation (NPC)   June 2000 - September 2005
Edward Jones  February 1997 - June 2000

Skills
Change Management, Asset Management, Securities Regulation, Series 7, Risk Management, AML, Mutual Funds, Series 63, Series 24, Securities, Portfolio Management, Investments, Financial Advisory, Financial Services, Wealth Management, Retirement Planning, Asset Allocation, Investment Advisory

Education
California Polytechnic State University-San Luis Obispo   1991 — 1996
Bachelor of Arts (BA), Political Science and Government

Jen Kaye Jen Kaye Greater San Diego Area Details
Jen Kaye's National Planning Corporation (NPC) Experience May 2008 - October 2008
Job Creative Director at Montesquieu Winery
Industry Wine and Spirits
Experience
Montesquieu Winery  June 2013 - Present
American Youth Soccer Organization  October 2010 - June 2013
Defy Agency   July 2009 - October 2010
Republic Lagun Machine Tool Co.   October 2008 - July 2009
National Planning Corporation (NPC)   May 2008 - October 2008
James Ross Advertising  October 2007 - June 2008
National Planning Corporation (NPC)   May 2005 - July 2006
Sony Pictures Entertainment  January 2005 - May 2005
KCETLink  January 2004 - April 2004
LA Shorts Film Festival   February 2003 - September 2003

Skills
WordPress, HTML, Advanced CSS, CSS, PHP, MySQL, phpMyAdmin, jQuery, Photoshop, Illustrator, InDesign, Dreamweaver, Logo Design, Email Marketing, Facebook, User Interface Design, Social Media, Social Media Marketing, Word, Excel, XML, JavaScript, Cocoa, Xcode, Adobe Acrobat, Premiere, GUI development, Multimedia Project..., Flash, Client Interfacing, SEO

Education
Loyola Marymount University   2001 — 2005
Bachelor of Arts, Studio Arts - Multimedia, Computer Science, 3.56

Pioneer High School   1997 — 2001
High School Diploma

Steve Molter Steve Molter Los Angeles, California Details
Steve Molter's National Planning Corporation (NPC) Experience June 2004 - Present
Job Compliance Professional & Professional Musician
Industry Entertainment
Experience
National Planning Corporation (NPC)   June 2004 - Present
Freelance Musician/Composer  May 2004 - Present
Freelance Writer  September 2011 - Present
Steve Molter Photography   December 2010 - Present

Skills
Music, Music Industry, Composition, Creative Writing, Entertainment, Recording, Writing, Music Production, Social Media, Studio Recording, Photography, Songwriting, Guitar, Concerts, Editing, Efficiency, Collaborative Problem..., Communication, Audio Engineering, Graphic Design, Team Leadership, Band, Photoshop, Leadership, Songs, Rock, Digital Photography, Guitarist, Teamwork, Microsoft Excel, Bands, Sound Design, Collaboration, Logic Pro, Garageband, Film Photography, Musicians, Improvisation, English, English Grammar, Microsoft Word, Apple Pages, Keynote, Apple Numbers

Education
University of Rhode Island   1998 — 2000

University of Hartford   1997 — 1998

Richard Espanto Richard Espanto Greater Los Angeles Area Details
Richard Espanto's National Planning Corporation (NPC) Experience November 2013 - June 2014
Job Accounting /Admin Assistant at 2crave
Industry Automotive
Experience
2CRAVE   May 2015 - Present
Rusnak Auto Group  January 2015 - April 2015
National Planning Corporation (NPC)   November 2013 - June 2014
In Home Supportive Services  November 2006 - September 2013
Phil's Properties Online   December 2012 - June 2013
Scottrade  April 2012 - August 2012

Skills
Social Media Marketing, Blogging, Microsoft Excel, Competitive Analysis, Digital Marketing, SEO, Public Speaking, Communication, Microsoft Word, Excel,..., Wordpres Website and..., Business Planning, Google Analytics, Analyze financials, Analytical Thinking, Project Management, Organization Skills, Creativity, Oral & Written..., Rudimental Percussion, Search Engine..., SWOT analysis, Porters 5 forces..., Content Marketing, Porter's Generic..., Bank Reconciliation, Inventory Reconciliation, Customer Service

Education
California State University, Los Angeles - College of Business and Economics   2010 — 2013
Bachelor's Degree, Business Administration -Small Business Management Emphasis, Economics Minor

Pasadena City College   2005 — 2011
Associate in Arts, Business, Natural Sciences, Humanities, Social and Behavioral Sciences, Business

Elizabeth Harris Elizabeth Harris Pittsburgh, Pennsylvania Details
Elizabeth Harris's National Planning Corporation (NPC) Experience December 2002 - March 2004
Job Regional Vice President Retirement Services
Industry Financial Services
Experience
Voya Financial  July 2015 - Present
ADP  March 2012 - March 2015
Branch Bank and Trust   November 2010 - March 2012
Mutual of America Life Insurance Company  March 2004 - October 2010
National Planning Corporation (NPC)   December 2002 - March 2004

Skills
Cold Calling, Mentoring Of Peers, Organizing, Developing Client..., Account Management, Employee Benefits, New Business Development, Sales Management, 401k, Series 63, Series 6, Salesforce.com, Retirement, Retirement Planning, Sales Presentations, Lead Generation, Defined Benefit, Pensions, Marketing, Sales, Business Planning, Sales Process, Investments, ERISA, Mutual Funds, Customer Service, Insurance, Financial Services, Fixed Annuities, Asset Allocation, Relationship Management, IRAs, FINRA, Relationship Building, Investment Advisory, Portfolio Management, Financial Planning, Financial Analysis, Asset Management, Leadership, Sales Operations, CRM, Team Building

Education
Clarion University of Pennsylvania   1997 — 2002
Bachelors of Arts and Sciences, Communications

Vicki Kupfner Vicki Kupfner Louisville, Colorado Details
Vicki Kupfner's National Planning Corporation (NPC) Experience December 2012 - March 2015
Job Insurance and Financial Service provider
Industry Financial Services
Experience
Superior Insurance and Financial Services   March 2015 - Present
Cape Securities, Inc  2015 - Present
Superior Chamber of Commerce   2000 - Present
Louisville Chamber Leads   2008 - Present
National Planning Corporation (NPC)   December 2012 - March 2015
American Family Insurance  November 1997 - November 2012

Skills
Life Insurance, Investments, Term Life Insurance, Retirement planning and..., Business retirement..., IRAs, Fixed Annuities, Whole Life, Brokers, Employee Benefits, Small Business, Disability Insurance, Health Insurance, Property & Casualty..., Commercial Insurance, General Insurance, Liability, Umbrella Insurance, Homeowners, Commercial Lines

Education
University of Northern Colorado   1980 — 1981

boulder

Felicia Richards Felicia Richards Hawthorne, California Details
Felicia Richards's National Planning Corporation (NPC) Experience October 2012 - Present
Job Vocalist, Creative, Director, Healer, Educator....Renaissance Woman
Industry Financial Services
Experience
Reiki Master  June 2015 - Present
National Planning Corporation (NPC)   October 2012 - Present
L'esprit D'Afrique   January 2007 - Present
National Planning Corporation (NPC)   January 2010 - October 2012
National Planning Corporation (NPC)   January 2008 - January 2010
National Planning Corporation (NPC)   January 2006 - January 2008
National Planning Corporation (NPC)   June 2004 - January 2006
National Planning Corporation (NPC)   July 2003 - June 2004

Skills
Music, Vocalist, Music Composition, Latin Dance, Folkloric Dance, Nutrition, PowerPoint, Broker-dealer..., Training, Employee Training, Problem Solving, User Documentation, Training Manuals, Customer Service, Customer Support, Phone Etiquette, Email, Text Editing, Document Review, Vegan Cooking, Microsoft Excel, Microsoft Word, Metaphysics, Meeting Scheduling, Handmade Jewelry, Vegetarian Cooking, Non-vegetarian cooking, Cooking, Crystal Healing, Reiki Energy Healing

Education
University of Southern California   2000 — 2004
B.A., Social Science Psychology

Benjamin Rizzuto Benjamin Rizzuto Greater Denver Area Details
Benjamin Rizzuto's National Planning Corporation (NPC) Experience August 2010 - July 2013
Job Associate Retirement Director at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group  July 2013 - Present
National Planning Corporation (NPC)   August 2010 - July 2013
Curian Capital  January 2008 - September 2010
Citigroup  November 2005 - March 2008
UBS Financial Services, Inc  May 2004 - August 2004

Skills
Investments, Competitive Analysis, Business Planning, Series 7, Excel, Series 66

Education
University of South Carolina - Darla Moore School of Business   2003 — 2005
IMBA, International Business, Finance, Italian Language

Universita` Bocconi di Milano   2004 — 2004

Centro Linguistico Italiano Dante Aleghieri   2000 — 2000

University of Colorado at Boulder   1995 — 2000
BA, Political Science

Jeff Stark Jeff Stark Claremont, California Details
Jeff Stark's National Planning Corporation (NPC) Experience October 1986 - Present
Job Registered Principal at National Planning Corporation (NPC)
Industry Financial Services
Experience
National Planning Corporation (NPC)   October 1986 - Present

Skills
Portfolio Management, Series 63, Retirement Planning, Retirement, Mutual Funds

Education
University of California, Santa Barbara   1981 — 1985
Bachelor of Arts (B.A.), Economics

Adrian Jessop Adrian Jessop San Francisco, California Details
Adrian Jessop's National Planning Corporation (NPC) Experience August 2012 - August 2014
Job Manager, Advertising Review Unit at National Planning Corporation (NPC)
Industry Financial Services
Experience
National Planning Corporation (NPC)   August 2012 - August 2014
National Planning Corporation (NPC)   December 2011 - August 2012
National Planning Corporation (NPC)   December 2009 - December 2011
National Planning Corporation (NPC)   December 2006 - December 2009

Skills
Series 7, Series 24, Series 53, Series 66, Broker-Dealer Compliance, Advertising, Social Media, FINRA, Regulatory Compliance, Investments, Securities, Retirement Planning, Mutual Funds, Wealth Management, Financial Services, Investment Advisory

Education
University of California, Los Angeles   2002 — 2006
Bachelor of Arts (B.A.), Economics

Christopher Wahl Christopher Wahl Greater Los Angeles Area Details
Christopher Wahl's National Planning Corporation (NPC) Experience June 2015 - Present
Job Advisory Operations Representative at National Planning Corporation
Industry Financial Services
Experience
National Planning Corporation (NPC)   June 2015 - Present
PlanMember Financial Corporation  March 2015 - May 2015
PlanMember Financial Corporation  July 2013 - March 2015
Providence Health & Services  June 2012 - August 2012
Providence Health & Services  June 2011 - August 2011
Starbucks  2007 - 2009

Skills
Facebook, Critical Thinking, Marketing Communications, Time Management, Customer Service, Sales, Social Media Marketing, Social Networking, Marketing, Social Media, Microsoft Office, Leadership, Event Planning, Microsoft Excel, PowerPoint, Advertising

Education
California Lutheran University   2010 — 2013
Bachelor of Arts (B.A.), Marketing Communication

University of Washington   2009 — 2010

Chrysalis School

Trent Nelson Trent Nelson Phoenix, Arizona Area Details
Trent Nelson's National Planning Corporation (NPC) Experience September 2010 - November 2011
Job Senior Compliance Advisor at SagePoint Financial
Industry Financial Services
Experience
SagePoint Financial  February 2013 - Present
SagePoint Financial  November 2011 - February 2013
National Planning Corporation (NPC)   September 2010 - November 2011
National Planning Corporation (NPC)   May 2006 - September 2010

Education
University of California, Los Angeles   2001 — 2006
B.A., Economics

Branden Gaut Branden Gaut Los Angeles, California Details
Branden Gaut's National Planning Corporation (NPC) Experience April 2009 - October 2011
Job VP, Financial Advisor with JP Morgan Securities, LLC
Industry Financial Services
Experience
JP Morgan Securities, LLC  July 2015 - Present
City National Bank  September 2013 - July 2015
Fidelity Investments  October 2011 - September 2013
National Planning Corporation (NPC)   April 2009 - October 2011
Fidelity Investments  June 2007 - February 2009

Education
Hampton University   2003 — 2007
Bachelor's degree, Finance

Nate Starkey, CFS Nate Starkey, CFS Greater Denver Area Details
Nate Starkey, CFS's National Planning Corporation (NPC) Experience March 2014 - Present
Job Vice President, New Business Development at National Planning Corporation (NPC)
Industry Financial Services
Experience
National Planning Corporation (NPC)   March 2014 - Present
Jackson  January 2012 - April 2014
Jackson  August 2009 - December 2011

Skills
Financial Recruiting, Financial Services, Business Development, Business Transition, Retirement Planning, Alternative Investments, Series 63, Variable Annuities, Investments, Fixed Annuities, Series 6, Series 65, Salesforce.com, Mutual Funds, 401k, Retirement, Career Transitioning

Education
University of Colorado at Boulder   2004 — 2008
Bachelor of Science, Integrative Physiology (Pre-Medicine)

James Libutti James Libutti Dallas, Texas Details
James Libutti's National Planning Corporation (NPC) Experience November 2012 - October 2013
Job Associate Regional Consultant at State Street Global Advisors
Industry Investment Management
Experience
State Street  July 2015 - Present
State Street Global Advisors- Intermediary Business Group   October 2013 - July 2015
National Planning Corporation (NPC)   November 2012 - October 2013
BDG International  May 2012 - July 2012

Skills
Communication, Microsoft Office, Group Work, MacBook Pro, Team Leadership, Sales, Market Research, Marketing Strategy, Social Media Marketing, International Business..., Financial Analysis, Facebook, Public Speaking

Education
Rollins College   2008 — 2012
Bachelor of Science (B.S.), International Business

Portsmouth Abbey School   2004 — 2008

Jeffrey Hackbarth, CFP® Jeffrey Hackbarth, CFP® West Covina, California Details
Jeffrey Hackbarth, CFP®'s National Planning Corporation (NPC) Experience January 2008 - Present
Job Senior Vice President of Client Services
Industry Financial Services
Experience
Trilogy Financial Services  June 2013 - Present
Trilogy Financial Services  January 2008 - Present
National Planning Corporation (NPC)   January 2008 - Present
Target  April 2005 - December 2007

Skills
Investments, Retirement, Tax, Strategic Financial..., Estate Planning, Wealth Management, Retirement Planning

Education
College for Financial Planning   2011 — 2013
Certified Financial Planner

Loyola Marymount University   1994 — 1997
BA

St. Augustine High School   1990 — 1994

Chris McAlpin Chris McAlpin Jackson, Mississippi Area Details
Chris McAlpin's National Planning Corporation (NPC) Experience 2008 - 2014
Job Sound Financial Strategies Group
Industry Investment Management
Experience
Sound Financial Strategies Group   June 2005 - Present
National Planning Corporation (NPC)   2008 - 2014
New York Life Insurance Company  December 2004 - June 2005
ADP  February 2000 - December 2004
Mississippi State Tax Commission  January 1999 - May 1999
Dean Witter Reynolds  May 1995 - August 1995

Skills
Investment Strategies, Retirement Planning, Investment Management, Personal Financial..., Biblical Studies, Biblical Teaching, Biblical Financial..., Asset Management, Insurance, Wealth Management, Public Speaking, Variable Annuities, Securities, Asset Allocation, Investment Advisory, Wealth Accumulation, Wealth Preservation..., Income Distribution

Education
College of Financial Planning   2007 — 2013
Certified Financial Planner Plus, CFP PLUS, Investments and Securities

College of Financial Planning   2006 — 2006
Chartered Mutual Fund Counselor, CMFC, Investments and Securities

King's College London   1999 — 1999
Graduate level, International Finance

Mississippi College   1998 — 1999
Master of Business Administration (M.B.A.), Finance, General

University of Mississippi   1997 — 1998
Bachelor of Accountancy

Arkansas State University   1994 — 1996
Accounting

Ben Slater, CFS® Ben Slater, CFS® Greater Denver Area Details
Ben Slater, CFS®'s National Planning Corporation (NPC) Experience March 2013 - June 2014
Job Regional Director
Industry Financial Services
Experience
Loring Ward  July 2014 - Present
National Planning Corporation (NPC)   March 2013 - June 2014
Curian Capital  May 2010 - March 2013
Northwestern Mutual  January 2007 - May 2010

Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Securities, Investment Advisory, Retirement Planning, Wealth Management, Investments, Series 6, Asset Managment, Asset Allocation, Fixed Annuities, 401k, Financial Advisory, Separately Managed..., ETFs, Equities, Asset Management, Business Development, Sales, Finance, Investment Strategies, Portfolio Management, Series 24, Series 65, Uniform Combined State..., Model Portfolios

Education
Colorado State University   1998 — 2002
BS Industrial Technology Management Minor in Economics, Applied Human Sciences

Glenwood High School   1994 — 1997

Paul Orazio Paul Orazio Greater New York City Area Details
Paul Orazio's National Planning Corporation (NPC) Experience April 2004 - Present
Job President at Orazio Financial Services
Industry Financial Services
Experience
National Planning Corporation (NPC)   April 2004 - Present
Orazio Financial Services   February 1991 - Present

Education
College for Financial Planning   1985 — 1987
Certified Financial Planner

Fordham University   1975 — 1979
BS, Finance

Stephanie Drazich Stephanie Drazich Greater Los Angeles Area Details
Stephanie Drazich's National Planning Corporation (NPC) Experience 2008 - 2010
Job Manager, Financial Planning & Analysis at ZEFR
Industry Internet
Experience
ZEFR  January 2012 - Present
Deloitte & Touche  September 2010 - December 2011
National Planning Corporation (NPC)   2008 - 2010

Skills
SEC filings, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, External Audit, Financial Accounting, Auditing, CPA, Microsoft Excel, Internal Audit, Due Diligence, Finance, Accounting, Analysis, US GAAP, Financial Modeling, GAAP, Consolidation, SEC Filings

Education
University of California, Los Angeles   2006 — 2010
Bachelor of Arts, Business Economics, Minor in Accounting

Jeffrey Marks CLU®, ChFC®, AEP®, AIF® Jeffrey Marks CLU®, ChFC®, AEP®, AIF® Colorado Springs, Colorado Area Details
Jeffrey Marks CLU®, ChFC®, AEP®, AIF®'s National Planning Corporation (NPC) Experience February 2001 - Present
Job Owner Prime Financial Strategies, Inc.
Industry Financial Services
Experience
Prime Financial Strategies, Inc.   January 1989 - Present
National Planning Corporation (NPC)   February 2001 - Present
National Planning Corporation (NPC)   2004 - 2015
Metlife Brokerage  October 1989 - December 1991
Commercial Bankers Life   October 1987 - October 1989
First Colony Life  January 1986 - October 1987

Skills
Retirement Planning, Estate Planning, Disability Insurance, Long Term Care Insurance, Financial Education, Personal Financial..., Corporate Benefits, Life Insurance, Health Insurance, Risk Management, Debt Management, Cash Flow Management, Insurance, Fixed Annuities, Retirement, Financial Services, Cash Flow, Strategic Financial..., Financial Advisory, Long-term Care, IRAs, 401k, Financial Planners

Education
The American College
Chartered Financial Consultant, ChFC Designation.

The American College
Chartered Life Underwriter, CLU Designation.

Coe College   1974 — 1978
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Jim DeFalco Jim DeFalco Santa Monica, California Details
Jim DeFalco's National Planning Corporation (NPC) Experience June 2012 - Present
Job NPC Vice President of Advisory
Industry Financial Services
Experience
National Planning Corporation (NPC)   June 2012 - Present
Strategic Capital Alternatives   May 2010 - June 2012
Genworth Financial Wealth Management  October 2008 - April 2010
AssetMark Investment Services  January 2005 - April 2010
Nationwide Financial  March 2003 - December 2004
Strong Funds  November 2000 - September 2002
ING Funds  September 1998 - November 2000
Princeton Securities Corp.   February 1995 - September 1998

Skills
Sales, Mutual Funds, Investments, Retirement Planning, Strategic Financial..., Series 7, Financial Services, Finance, Wealth Management, Asset Allocation, Business Development, Financial Advisory

Education
Mansfield University of Pennsylvania   1990 — 1994
B.S., Business

Faith Chou Faith Chou Seattle, Washington Details
Faith Chou's National Planning Corporation (NPC) Experience June 2010 - May 2012
Job Freelance Visual Mixed Media Designer
Industry Design
Experience
Butch Blum  April 2014 - Present
BrandEvolve   July 2007 - October 2014
PINK by Victoria's Secret  May 2012 - August 2013
Gap Inc./Banana Republic   November 2011 - May 2012
National Planning Corporation (NPC)   June 2010 - May 2012
Burgopak   May 2008 - November 2008
US Cellular  April 2007 - November 2007
Frame of Style   January 2006 - January 2007
American Express Financial Advisors  March 2004 - July 2005

Skills
Knowledge of Visual..., Space Planning, Hand Rendering and..., Computer Rendering, Adobe Photoshop CS5, Adobe Illustrator CS5, Adobe Professional, Analyze and Forecast..., Project Management, Apparel, Photoshop, Marketing Strategy, Illustrator, Mentoring, Space planning, Packaging, Retail, Management, Merchandising, Fashion, Leadership, Visual Merchandising, Customer Service, Marketing, Social Media

Education
Fashion Institute of Design & Merchandising   2010 — 2011
Professional Designation, Visual Communications

University of Maryland - Robert H. Smith School of Business   1999 — 2003
Bachelor of Science (BS), Marketing

Louis Swintelski Louis Swintelski Greater Los Angeles Area Details
Louis Swintelski's National Planning Corporation (NPC) Experience November 2008 - December 2014
Job Executive Recruiter at CyberCoders
Industry Staffing and Recruiting
Experience
CyberCoders  July 2015 - Present
JPMorgan Chase Bank N.A  January 2015 - July 2015
National Planning Corporation (NPC)   November 2008 - December 2014

Skills
Recruiting, Financial Recruiting, Technical Recruiting, Internet Recruiting, Benefits Negotiation, Sourcing, Talent Acquisition, Contract Recruitment, Investment Advisory..., Relationship Management, Lead Generation, Process Improvement, Networking, Financial Services, Series 7, Series 24, Series 63

Education
University of Central Florida - College of Business Administration   2003 — 2008
BS, Finance & Accounting

Rodney Viloria Rodney Viloria Greater Los Angeles Area Details
Rodney Viloria's National Planning Corporation (NPC) Experience October 2015 - Present
Job Sales Supervision Associate at National Planning Corporation (NPC)
Industry Financial Services
Experience
National Planning Corporation (NPC)   October 2015 - Present
Merrill Edge  February 2012 - September 2014
E*TRADE Financial Corporation  March 2010 - October 2011
TD Ameritrade  October 2008 - February 2010
Countrywide Bank/Countrywide Investments   May 2004 - August 2008

Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Training, Investments, Financial Services, Financial Advisory, Consulting, Asset Allocation, Banking, Finance

Education
University of California, Los Angeles
Bachelor's Degree, Sociology

Jason R. Pemberton Jason R. Pemberton Greater San Diego Area Details
Jason R. Pemberton's National Planning Corporation (NPC) Experience June 2003 - March 2004
Job Experienced Executive in Alternative Investments and Financial Services
Industry Investment Management
Experience
Altegris  January 2009 - May 2014
Altegris  March 2006 - December 2008
Hedgeworks LLC  March 2004 - February 2006
National Planning Corporation (NPC)   June 2003 - March 2004
SunAmerica Securties   December 2001 - April 2003
Merrill Lynch  June 1999 - September 2001

Skills
Asset Managment, Equities, Hedge Funds, Risk Management, Fixed Income, Fund Accounting, Manage Client..., Model Portfolios, Equity Trading, Alternative Investments, Direct Sales, Microsoft Excel, Business Development, Financial Services

Education
San Diego State University-California State University
Bachelor's Degree, Finance

Jay Sarmenta Jay Sarmenta Greater Los Angeles Area Details
Jay Sarmenta's National Planning Corporation (NPC) Experience August 1999 - May 2005
Job Vice President, Compliance at Oakmont Corporation
Industry Financial Services
Experience
Oakmont Corporation  August 2014 - Present
UnionBanc Investment Services  June 2007 - August 2014
Wilshire Associates  October 2005 - June 2007
AXA Advisors  May 2005 - October 2005
National Planning Corporation (NPC)   August 1999 - May 2005

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2000 — 2002

Kristen Gullickson Kristen Gullickson Denver, Colorado Details
Kristen Gullickson's National Planning Corporation (NPC) Experience August 2013 - Present
Job Regional Advisory Consultant
Industry Financial Services
Experience
National Planning Corporation (NPC)   August 2013 - Present
Jackson  April 2011 - August 2013

Skills
Mutual Funds, Series 7, Series 63, Retirement Planning, Process Improvement, Strategic Planning, Public Speaking, Series 65, Wealth Accumulation, Leadership, Sales, Wealth Management..., Investment Advisory, 401k, Retirement, Fixed Annuities, Wealth Management

Education
Black Hills State University   1997 — 2002
Bachelor of Communications, Mass Communication/Media Studies

Russ Levin Russ Levin Greater Los Angeles Area Details
Russ Levin's National Planning Corporation (NPC) Experience 2004 - Present
Job AVP of Operations at National Planning Corporation (NPC)
Industry Financial Services
Experience
National Planning Corporation (NPC)   2004 - Present
National Clearing / JB Oxford   2003 - 2004
Dreyfus Brokerage   2001 - 2003
TD Ameritrade  1999 - 2001

Skills
Trading, Risk Management, Equities, Investments, Portfolio Management, Fixed Income, Series 7, Bloomberg, Options, Capital Markets, Financial Markets, Mutual Funds, Financial Modeling, Securities, Series 63

Education
Santa Monica College

University of Phoenix

Mario Giovannucci Mario Giovannucci Hartford, Connecticut Area Details
Mario Giovannucci's National Planning Corporation (NPC) Experience April 2006 - Present
Job Financial Planner at National Planning Corporation (NPC)
Industry Insurance
Experience
National Planning Corporation (NPC)   April 2006 - Present
C.V. Mason & Co.   1995 - Present
CV Mason & Co   April 1986 - Present

Skills
Insurance, Disability Insurance, Life Insurance, Health Insurance, Small Business, Employee Benefits, Term Life Insurance, Estate Planning, Retirement Planning, Whole Life, Long-term Care, Fixed Annuities, Investments, Long Term Care Insurance, Health Savings Accounts, Critical Illness, Medicare, Retirement, Financial Planners, 401k, Financial Advisory, Mutual Funds, Wealth Management, Investment Advisory, Series 63, Strategic Financial..., Sales, Universal Life, General Insurance, Variable Annuities, Group Insurance, Brokers, IRAs, Selling, Umbrella Insurance, Permanent Life Insurance, Series 6, Roth IRA

Education
The American College   1995 — 2013
ChFC, CLU, Financial Planning and Services

Central Connecticut State University   1977 — 1982
Marketing degree, Marketing

Steve Mangold, ChFC Steve Mangold, ChFC Greater Los Angeles Area Details
Steve Mangold, ChFC's National Planning Corporation (NPC) Experience February 2014 - Present
Job AVP National Planning Corporation
Industry Financial Services
Experience
National Planning Corporation (NPC)   February 2014 - Present
Northwestern Mutual Financial Services-Wealth Management   2007 - 2014
Congress Street Financial   2004 - 2006
TD Waterhouse  1995 - 2004

Education
Oklahoma State University
Marketing-Economics

The American College   2010 — 2012
Chartered Financial Consultant Designation

The American College   2010 — 2012
Financial Planning Certificate

Adam Maloney Adam Maloney Santa Monica, California Details
Adam Maloney's National Planning Corporation (NPC) Experience 2008 - Present
Job National Planning Corporation
Industry Financial Services
Experience
National Planning Corporation (NPC)   2008 - Present
Olive Garden Cafe Bar and Grill  October 2008 - December 2008
Washtenaw Intermediate School District  October 2007 - August 2008
Pizza House  May 2004 - August 2008
University of Michigan Dining Services  September 2002 - April 2006

Education
University of Michigan
Bachelor of Arts (B.A.), Education

Scott Romine Scott Romine Greater Los Angeles Area Details
Scott Romine's National Planning Corporation (NPC) Experience 2007 - 2010
Job President at Jackson National Life Distributors LLC
Industry Financial Services
Experience
Jackson National Life Distributors LLC  January 2015 - Present
Jackson National Life Distributors LLC  January 2010 - January 2015
National Planning Corporation (NPC)   2007 - 2010
Jackson National Life Distributors LLC  2005 - 2007
Jackson National Life Distributors LLC  2002 - 2005
Jackson National Life Distributors LLC  2001 - 2002
Jackson National Life Distributors LLC  2000 - 2001
Jackson National Life Distributors LLC  1998 - 2000
Jackson National Life Distributors LLC  1997 - 1998

Skills
Series 7, Fixed Annuities, Series 63, Retirement Planning, Mutual Funds, Investments, Insurance, Retirement, Wealth Management, Financial Services

Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA

Keila Barahona Keila Barahona Greater Los Angeles Area Details
Keila Barahona's National Planning Corporation (NPC) Experience March 2014 - Present
Job Events and Administrative Services Manager at National Planning Corporation (NPC)
Industry Financial Services
Experience
National Planning Corporation (NPC)   March 2014 - Present
Merlin Entertainments  October 2012 - March 2014
Outsource  February 2009 - October 2012
Outsource Medical   February 2008 - February 2009

Skills
Recruiting, Human Resources, Customer Service, Employee Relations, Technical Recruiting, Benefits Administration, Benefits Negotiation, 401k, HR Policies, Payroll, Workers Compensation, Employee Benefits, Conflict Resolution, Training, Hiring, Deferred Compensation, Personnel Management, Temporary Placement

Education
California State University-Los Angeles   2005 — 2007
Bachelor of Arts, Business and Economics

University of Southern California   2003 — 2006
Bachelor of Arts, Business

Jeff Kriegisch Jeff Kriegisch Greater Los Angeles Area Details
Jeff Kriegisch's National Planning Corporation (NPC) Experience February 2004 - March 2008
Job Consultant at AdvisoryWorld Financial Technology
Industry Financial Services
Experience
AdvisoryWorld Financial Technology   January 2014 - Present
Wilshire Associates  March 2008 - November 2013
National Planning Corporation (NPC)   February 2004 - March 2008
Harris myCFO  October 2001 - July 2003
Asset Strategy Consulting  1997 - 2001

Skills
Investment Advisory, Investments, Asset Allocation, Mutual Funds, Equities, Alternative Investments, Fixed Income, Asset Management, Hedge Funds, Investment Management, Performance Attribution, Performance Reporting, Securities, Relationship Management, Management

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2003 — 2005
MBA, Finance

University of California, Los Angeles   1994 — 1996
B.A., Finance

Crysten Sloan Hot Crysten Sloan Hot United States Details
Crysten Sloan Hot's National Planning Corporation (NPC) Experience 1997 - 2000
Job Compliance at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  May 2007 - Present
AIG Royal Alliance  November 2001 - May 2007
Security First Group  2000 - 2001
National Planning Corporation (NPC)   1997 - 2000

Skills
FINRA, Securities, AML, Alternative Investments, Asset Management, Equities, Financial Services, Investments, Mutual Funds, Series 24, Series 63, Series 7, Wealth Management, Investment Advisory, Risk Management

Education
California State University-Fresno   1991 — 1994
Bachelor of Business Administration (BBA), Finance

Kelton Meinecke Kelton Meinecke Denver, Colorado Details
Kelton Meinecke's National Planning Corporation (NPC) Experience April 2010 - June 2013
Job Technology Consultant at McGladrey
Industry Accounting
Experience
McGladrey  June 2015 - Present
Curian Capital  July 2013 - June 2015
National Planning Corporation (NPC)   April 2010 - June 2013

Skills
Marketing Communications, Customer Service, Management

Education
Colorado State University   2013 — 2015
Master of Science (MS), Computer Information Systems

University of Nebraska-Lincoln
Bachelor of Science (BS), Business Administration

Tracie Thompson Tracie Thompson Greater Los Angeles Area Details
Tracie Thompson's National Planning Corporation (NPC) Experience March 2013 - December 2014
Job Assistant Vice President Complex Risk Officer at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley  December 2014 - Present
National Planning Corporation (NPC)   March 2013 - December 2014
National Planning Corporation (NPC)   May 2011 - March 2013
Morgan Stanley Smith Barney  January 2007 - April 2010
Smith Barney Citigroup  August 1999 - January 2007
SunAmerica Retirement Markets  August 1996 - March 1999

Skills
Public Speaking, Asset Managment, Mutual Funds, Financial Analysis, Investments, Accounting, Marketing, Portfolio Management, Project Management, Sales

Education
Loyola Marymount University   2009 — 2013
Masters in Counseling, School of Education

California State University-Dominguez Hills   2001 — 2003
Bachelor of Arts (BA), Political Science / minor: Public Administration

Monica Sullivan, CFP, ChFC, RICP, DTM Monica Sullivan, CFP, ChFC, RICP, DTM San Francisco Bay Area Details
Monica Sullivan, CFP, ChFC, RICP, DTM's National Planning Corporation (NPC) Experience October 2008 - May 2014
Job Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2015 - Present
National Planning Corporation (NPC)   October 2008 - May 2014
National Planning Corporation (NPC)   April 2008 - May 2014
MassMutual Financial Group  March 2004 - April 2008
Lincoln Financial Advisors  November 2000 - March 2004
Chevron  August 1988 - May 2000

Skills
Fixed Annuities, Retirement Planning, Investment Advisory, Retirement, Wealth Management, Mutual Funds, Strategic Financial..., Series 7, Estate Planning, Uniform Combined State..., Disability Insurance, Series 63, Financial Planners, Investments, Long-term Care, Insurance, Life Insurance, Series 24, Presentation Coaching, Member of Toastmasters, Budget, Certified Financial..., Small Business, Proofreading, Account Reconciliation, Spreadsheets, Financial Accounting, Financial Services, Budgets, Finance, Variable Annuities, Securities, Investment Management, Wealth, Series 65, Saving for Education, 401k, Financial Goals, Wealth Accumulation, Asset Management, Series 6, Long Term Care Insurance, Income Protection, Portfolio Management, IRAs, Investment Strategies, Personal Financial..., 529 Plans, Financial Advisory, FINRA

Education
UC Berkeley Extension   1995 — 1997
Certificate in Financial Planning, Financial Planning and Services

University of California, Berkeley - Walter A. Haas School of Business   1984 — 1988
BS, Business

Starquisha Johnson Starquisha Johnson Santa Monica, California Details
Starquisha Johnson's National Planning Corporation (NPC) Experience March 2012 - Present
Job Sales Supervision Associate at National Planning Corporation (NPC)
Industry Financial Services
Experience
National Planning Corporation (NPC)   March 2012 - Present

Skills
Event Planning, Event Management, Hospitality, PowerPoint, Customer Service, Microsoft Word, Meeting Planning, Microsoft Excel, Parties, Microsoft Office, Social Media, Payroll, Office Administration, Business Writing, Marketing, Sales, Series 24

Education
TISOH   2010 — 2010

Loyola Marymount University   1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General

Niki Falls Niki Falls Los Angeles, California Details
Niki Falls's National Planning Corporation (NPC) Experience March 2011 - Present
Job Sales Supervision Associate
Industry Financial Services
Experience
National Planning Corporation (NPC)   March 2011 - Present

Skills
Project Management, Change Management, Project Planning, Customer Service, Microsoft Office, Sales, Leadership, Team Building

Education
Nationwide Real Estate Schools   2015 — 2015
Real Estate Salesperson Certification, Real Estate

University of California, Los Angeles   2005 — 2009
Bachelor’s Degree

Jonea Glaspie Jonea Glaspie Greater Los Angeles Area Details
Jonea Glaspie's National Planning Corporation (NPC) Experience October 2009 - May 2013
Job AVP, Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge  August 2015 - Present
Cetera Financial Group  June 2013 - July 2015
National Planning Corporation (NPC)   October 2009 - May 2013
Morgan Stanley Smith Barney  January 2006 - February 2007
Wells Fargo  February 2003 - December 2006

Skills
FINRA SERIES 7, FINRA SERIES 63, FINRA SERIES 24, FINRA SERIES 66, FINRA SERIES 53, FINRA SERIES 4, Financial Services, FINRA, Mutual Funds, Series 7, Insurance, Series 63, Investments, Analysis, Series 24, Strategic Financial..., Financial Advisory, Retirement, Bonds, Asset Allocation, Finance, Securities, Fixed Income, Equities, Alternative Investments, Financial Planning, Management, Wealth Management, Trading, Hedge Funds, Uniform Combined State..., Fixed Annuities, Retirement Planning

Education
California State University-Sacramento
Bachelor's degree, Communications/ Public Relations

Joycella Gonzalez Joycella Gonzalez Los Angeles, California Details
Joycella Gonzalez's National Planning Corporation (NPC) Experience June 2013 - June 2014
Job Finance Intern at Dynastic Partners
Industry Accounting
Experience
Dynastic Partners  June 2014 - Present
National Planning Corporation (NPC)   June 2013 - June 2014

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Microsoft Dynamics, Public Speaking, Spanish-speaking, English, Teaching Adults, Accounting, Account Reconciliation, Sales, Time Management, Interviews, Financial Analysis, Social Media, Finance, Microsoft Office

Education
University of Southern California   2013 — 2015
Bachelor's degree, Accounting and Business Administration - Finance, Junior

Jeffrey Lavin Jeffrey Lavin Gardena, California Details
Jeffrey Lavin's National Planning Corporation (NPC) Experience May 2009 - Present
Job Investment Advisor at National Planning Corporation (NPC)
Industry Financial Services
Experience
National Planning Corporation (NPC)   May 2009 - Present

Education
University of Arizona

Pauline Dyke Pauline Dyke Grass Valley, California Details
Pauline Dyke's National Planning Corporation (NPC) Experience May 2002 - Present
Job Associate Person at Ostrofe Financial Consultants, Inc.
Industry Financial Services
Experience
National Planning Corporation (NPC)   May 2002 - Present
Sierra College  January 1996 - Present

Skills
Bookkeeping, Accounting

Education
San Jose State University   1966 — 1970
Bachelor of Arts (BA), Business Teacher Education

Ashley Eddings Ashley Eddings Greater Los Angeles Area Details
Ashley Eddings's National Planning Corporation (NPC) Experience September 2014 - Present
Job Branch Development Specialist at National Planning Corporation
Industry Financial Services
Experience
National Planning Corporation (NPC)   September 2014 - Present
National Planning Corporation (NPC)   July 2013 - September 2014
Jackson National Life  October 2010 - July 2013

Skills
Financial Services, Insurance, Investments, Leadership, Microsoft Excel, Microsoft Office, Mutual Funds, Outlook, PowerPoint, Microsoft Word

Education
Oakwood College   2015 — 2017
Organizational Management

Mary Beth Spuhler Mary Beth Spuhler Camp Hill, Pennsylvania Details
Mary Beth Spuhler's National Planning Corporation (NPC) Experience
Job financial consultant at National Planning Corporation (NPC)
Industry Financial Services
Experience
National Planning Corporation (NPC)  

Skills
Retirement Planning, Series 7, Investments, Mutual Funds, Wealth Management, Retirement, Financial Advisory, Series 63

Education
The American College
Chartered Financial Consultant

Jennifer Viloria Jennifer Viloria Diamond Bar, California Details
Jennifer Viloria's National Planning Corporation (NPC) Experience June 2010 - Present
Job Supervisor at National Planning Corporation
Industry Financial Services
Experience
National Planning Corporation (NPC)   June 2010 - Present

Skills
Investments, Finance, Insurance, Financial Services, Portfolio Management, Financial Planning, Management, Customer Service, Microsoft Office, Trade Compliance

Education
California State University-Fullerton   2000 — 2001
Bachelor of Business Administration (BBA), Finance, General

Eric Hansen Eric Hansen San Jose, California Details
Eric Hansen's National Planning Corporation (NPC) Experience May 2011 - Present
Job National Planning Corporation at National Planning Corporation (NPC)
Industry Financial Services
Experience
National Planning Corporation (NPC)   May 2011 - Present
LPL Financial  January 2010 - May 2011
First Allied Securities  October 2008 - January 2010
LPL Financial  November 2007 - September 2008
Commonwealth Financial  July 2006 - July 2007

Skills
Sales, Strategic Planning, Business Development, Project Management, Asset Management, Marketing, Leadership, Retirement Planning, Sales Management, Microsoft Excel

Education
San Diego State University-California State University   2003 — 2006
Bachelor's Degree, Finance and Financial Management Services

Los Gatos Highschool   1997 — 2001
High School

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