National Planning Holdings
Industry: Company
DescriptionFounded: 1998 Subsidiaries: Invest Financial Corporation, SII Investments, Inc., Parent organization: LINSCO PRIVATE LEDGER CORP
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29 National Planning Holdings employees in database. Find out everything there's to know about National Planning Holdings employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
National Planning Holdings Employees
Employee
Years
Job
Industry
Ryan Krofssik Ryan Krofssik's National Planning Holdings Experience March 2014 - Present
Job Staff Accountant
Industry Accounting
Experience
National Planning Holdings March 2014 - Present
Tampa Palms Owners Association 2006 - February 2014
Timothy F Bullard CPA January 2013 - October 2013
Association of Filipino Students April 2012 - April 2013
Skills
Team-oriented, Phone Skills, Always Punctual, QuickBooks, Microsoft Excel, Microsoft Word, Spreadsheets, Managing Money, Budgets, Telephone Skills, Management, Event Planning, Finance, Tax, Teamwork, Project Planning, Time Management
Education
University of South Florida 2011 — 2013
Bachelor's degree, Accounting
Pasco-Hernando Community College
Associate of Arts (A.A.)
National Planning Holdings March 2014 - Present
Tampa Palms Owners Association 2006 - February 2014
Timothy F Bullard CPA January 2013 - October 2013
Association of Filipino Students April 2012 - April 2013
Skills
Team-oriented, Phone Skills, Always Punctual, QuickBooks, Microsoft Excel, Microsoft Word, Spreadsheets, Managing Money, Budgets, Telephone Skills, Management, Event Planning, Finance, Tax, Teamwork, Project Planning, Time Management
Education
University of South Florida 2011 — 2013
Bachelor's degree, Accounting
Pasco-Hernando Community College
Associate of Arts (A.A.)
Delmy Munoz Delmy Munoz's National Planning Holdings Experience May 2012 - August 2014
Job Staff Accountant at National Planning Holdings
Industry Accounting
Experience
National Planning Holdings May 2012 - August 2014
Advantage Tax Consultants 2010 - 2012
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Excel, Accounting, Outlook, Microsoft Office, Spanish, General Ledger, Financial Reporting, Financial Analysis
Education
Mount Saint Mary's University 2008 — 2012
Business Administration, Business
National Planning Holdings May 2012 - August 2014
Advantage Tax Consultants 2010 - 2012
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Excel, Accounting, Outlook, Microsoft Office, Spanish, General Ledger, Financial Reporting, Financial Analysis
Education
Mount Saint Mary's University 2008 — 2012
Business Administration, Business
Danielle O'Neil Danielle O'Neil's National Planning Holdings Experience June 2014 - Present
Job Treasury Analyst at National Planning Holdings
Industry Accounting
Experience
National Planning Holdings June 2014 - Present
National Planning Holdings, Inc. (NPH) October 2013 - June 2014
SWF Construction, LLC June 2012 - July 2013
Inconen May 2011 - August 2011
UNLV Soccer Camps May 2008 - August 2010
Skills
MS Office Suite, Microsoft Office, Customer Service, PowerPoint, Bookkeeping, Management, Accounting, Outlook, Microsoft Excel, Financial Reporting, Microsoft Word, QuickBooks, Financial Analysis
Education
University of Nevada-Las Vegas 2007 — 2011
Bachelor of Science, Accounting
National Planning Holdings June 2014 - Present
National Planning Holdings, Inc. (NPH) October 2013 - June 2014
SWF Construction, LLC June 2012 - July 2013
Inconen May 2011 - August 2011
UNLV Soccer Camps May 2008 - August 2010
Skills
MS Office Suite, Microsoft Office, Customer Service, PowerPoint, Bookkeeping, Management, Accounting, Outlook, Microsoft Excel, Financial Reporting, Microsoft Word, QuickBooks, Financial Analysis
Education
University of Nevada-Las Vegas 2007 — 2011
Bachelor of Science, Accounting
Steve Pene Steve Pene's National Planning Holdings Experience 2001 - 2003
Job CFO/CCO at Windward Capital Management & S.L. Reed & Co.
Industry Investment Management
Experience
Windward Capital Management October 2004 - Present
S.L. Reed & Company October 2004 - Present
National Planning Holdings 2001 - 2003
Wells Fargo Van Kasper 1999 - 2001
Skills
Hedge Funds, Mergers & Acquisitions, Securities, Cash Management, Series 24, Mergers, Trading, Budgets, Finance, Series 7, Alternative Investments, Financial Modeling, Internal Controls, Insurance, Capital Markets, Mutual Funds, Financial Reporting, Financial Services, FINRA, Auditing, Investment Banking, Asset Management, Fund Of Funds, Bloomberg, Private Equity
Education
Pepperdine University 1984 — 1986
MBA, Finance
California State University-Northridge
Bachelor of Science (BS), Accounting and Finance
Windward Capital Management October 2004 - Present
S.L. Reed & Company October 2004 - Present
National Planning Holdings 2001 - 2003
Wells Fargo Van Kasper 1999 - 2001
Skills
Hedge Funds, Mergers & Acquisitions, Securities, Cash Management, Series 24, Mergers, Trading, Budgets, Finance, Series 7, Alternative Investments, Financial Modeling, Internal Controls, Insurance, Capital Markets, Mutual Funds, Financial Reporting, Financial Services, FINRA, Auditing, Investment Banking, Asset Management, Fund Of Funds, Bloomberg, Private Equity
Education
Pepperdine University 1984 — 1986
MBA, Finance
California State University-Northridge
Bachelor of Science (BS), Accounting and Finance
Chooch Jewell Chooch Jewell's National Planning Holdings Experience 2004 - Present
Job Senior Due Diligence Analyst at national planning
Industry Financial Services
Experience
National Planning Holdings 2004 - Present
Education
University of Denver - Daniels College of Business 2002 — 2004
MBA & MFS
Bates College 1996 — 1999
Economics
Dale Carnegie
National Planning Holdings 2004 - Present
Education
University of Denver - Daniels College of Business 2002 — 2004
MBA & MFS
Bates College 1996 — 1999
Economics
Dale Carnegie
Bob Downing, CFA Bob Downing, CFA's National Planning Holdings Experience June 2009 - December 2011
Job AVP, Traditional Investments at NPH
Industry Investment Management
Experience
NPH June 2009 - Present
National Planning Holdings June 2009 - December 2011
Portfolio Management Consultants (PMC) July 2005 - December 2008
Charles Schwab & Co., Inc. March 1992 - November 2004
Skills
Mutual Funds, Due Diligence, Asset Allocation, Series 63, Investment Advisory, Alternative Investments, Portfolio Management, Equities, Investment Banking, Series 7, Fixed Income, Investments, Wealth Management..., Uniform Combined State..., Securities, Financial Analysis, Valuation, Investment Management, Wealth Management, Asset Management
Education
University of Colorado Denver 1994 — 1997
M.S., Finance
University of Nebraska-Lincoln 1985 — 1990
B.S. Business Administration, Accounting, Finance
NPH June 2009 - Present
National Planning Holdings June 2009 - December 2011
Portfolio Management Consultants (PMC) July 2005 - December 2008
Charles Schwab & Co., Inc. March 1992 - November 2004
Skills
Mutual Funds, Due Diligence, Asset Allocation, Series 63, Investment Advisory, Alternative Investments, Portfolio Management, Equities, Investment Banking, Series 7, Fixed Income, Investments, Wealth Management..., Uniform Combined State..., Securities, Financial Analysis, Valuation, Investment Management, Wealth Management, Asset Management
Education
University of Colorado Denver 1994 — 1997
M.S., Finance
University of Nebraska-Lincoln 1985 — 1990
B.S. Business Administration, Accounting, Finance
Alfredo Gomez, CFA Alfredo Gomez, CFA's National Planning Holdings Experience May 2011 - Present
Job AVP, Alternative Investments, Due Diligence at National Planning Holdings
Industry Financial Services
Experience
National Planning Holdings May 2011 - Present
National Planning Holdings January 2011 - April 2011
National Planning Holdings January 2009 - December 2010
National Planning Holdings February 2008 - December 2008
National Planning Holdings January 2005 - February 2008
New York Life Insurance Company June 2004 - December 2004
Wise Steward Corporation August 2002 - June 2004
Skills
Alternative Investments, Mutual Funds, Portfolio Management, REIT, Due Diligence, Financial Services, Morningstar, Equities, Valuation, Asset Management, Hedge Funds, Microsoft Office, Financial Advisory, REITs, Private Placements
Education
Loyola Marymount University 1999 — 2002
BA
National Planning Holdings May 2011 - Present
National Planning Holdings January 2011 - April 2011
National Planning Holdings January 2009 - December 2010
National Planning Holdings February 2008 - December 2008
National Planning Holdings January 2005 - February 2008
New York Life Insurance Company June 2004 - December 2004
Wise Steward Corporation August 2002 - June 2004
Skills
Alternative Investments, Mutual Funds, Portfolio Management, REIT, Due Diligence, Financial Services, Morningstar, Equities, Valuation, Asset Management, Hedge Funds, Microsoft Office, Financial Advisory, REITs, Private Placements
Education
Loyola Marymount University 1999 — 2002
BA
Steve Siepak Steve Siepak's National Planning Holdings Experience January 2008 - Present
Job Manager Mutual Funds and Alternative Investments at National Planning Holdings
Industry Financial Services
Experience
National Planning Holdings January 2008 - Present
Pacific Life 2000 - 2007
American Funds Distributors July 1995 - July 2000
Skills
Alternative Investments, Mutual Funds, Fixed Annuities, Series 6, Securities, Series 63, Retirement Planning, Series 7, Investments, Relationship Management, 401k, Investment Advisory, Asset Allocation, Wealth Management, Financial Advisory
Education
Cypress College
A.S., Business Management
National Planning Holdings January 2008 - Present
Pacific Life 2000 - 2007
American Funds Distributors July 1995 - July 2000
Skills
Alternative Investments, Mutual Funds, Fixed Annuities, Series 6, Securities, Series 63, Retirement Planning, Series 7, Investments, Relationship Management, 401k, Investment Advisory, Asset Allocation, Wealth Management, Financial Advisory
Education
Cypress College
A.S., Business Management
Jake Norton Jake Norton's National Planning Holdings Experience July 2010 - December 2011
Job External Wholesaler at SEI
Industry Financial Services
Experience
SEI September 2015 - Present
Curian Capital December 2011 - September 2015
National Planning Holdings July 2010 - December 2011
Jackson National Life Distributors LLC 2006 - July 2010
Skills
Series 63, Series 7, Series 6, Separately Managed..., Mutual Funds, Wealth Management, Retirement Planning, Fixed Annuities, 401k, Investments, Asset Allocation, Alternative Investments, Variable Annuities, Uniform Combined State..., Retirement, Investment Advisory, Financial Services, Securities, Life & Health Insurance..., Wholesale, Financial Advisory, Series 24, FINRA, Investment Strategies, Life Insurance, ETFs, Asset Management, Financial Planning, IRAs, Strategic Financial..., Qualified Retirement..., Estate Planning, Wholesaling, Fixed / Indexed..., CFS - Certified Fund..., Series 66
Education
Colorado State University 2000 — 2005
Business / Technical Journalism, Marketing, Video Communication
SEI September 2015 - Present
Curian Capital December 2011 - September 2015
National Planning Holdings July 2010 - December 2011
Jackson National Life Distributors LLC 2006 - July 2010
Skills
Series 63, Series 7, Series 6, Separately Managed..., Mutual Funds, Wealth Management, Retirement Planning, Fixed Annuities, 401k, Investments, Asset Allocation, Alternative Investments, Variable Annuities, Uniform Combined State..., Retirement, Investment Advisory, Financial Services, Securities, Life & Health Insurance..., Wholesale, Financial Advisory, Series 24, FINRA, Investment Strategies, Life Insurance, ETFs, Asset Management, Financial Planning, IRAs, Strategic Financial..., Qualified Retirement..., Estate Planning, Wholesaling, Fixed / Indexed..., CFS - Certified Fund..., Series 66
Education
Colorado State University 2000 — 2005
Business / Technical Journalism, Marketing, Video Communication
Daniel Weiss, CAIA Daniel Weiss, CAIA's National Planning Holdings Experience April 2011 - Present
Job Vice President Head of Investment Due Diligence at National Planning Holdings
Industry Investment Management
Experience
College for Financial Planning November 2012 - Present
National Planning Holdings April 2011 - Present
Kaplan University 2004 - Present
National Planning Holdings July 2008 - May 2011
National Planning Holdings July 2008 - December 2010
Vestopia January 2007 - July 2008
Federal Street Advisors February 2006 - October 2007
Montgomery County 2004 - 2006
Lockheed Martin 2002 - 2004
MASA 2000 - 2002
Skills
Series 24, Series 7, CAIA, Alternative Investments, Mutual Funds, Investment Management, Due Diligence, Investments, Equities, Investment Strategies, Asset Allocation, Financial Services, Portfolio Management, Fixed Income, Asset Management, Strategic Financial..., Equity Research, Private Equity, Investment Banking, Finance, Financial Markets, Corporate Finance, Emerging Markets, Economics, Financial Advisory, Analysis, Retirement, Securities
Education
University of Maryland 1997 — 2000
Masters, International Finance
University of Maryland College Park 1993 — 1997
B.S., Finance
Bullis School 1990 — 1993
College for Financial Planning November 2012 - Present
National Planning Holdings April 2011 - Present
Kaplan University 2004 - Present
National Planning Holdings July 2008 - May 2011
National Planning Holdings July 2008 - December 2010
Vestopia January 2007 - July 2008
Federal Street Advisors February 2006 - October 2007
Montgomery County 2004 - 2006
Lockheed Martin 2002 - 2004
MASA 2000 - 2002
Skills
Series 24, Series 7, CAIA, Alternative Investments, Mutual Funds, Investment Management, Due Diligence, Investments, Equities, Investment Strategies, Asset Allocation, Financial Services, Portfolio Management, Fixed Income, Asset Management, Strategic Financial..., Equity Research, Private Equity, Investment Banking, Finance, Financial Markets, Corporate Finance, Emerging Markets, Economics, Financial Advisory, Analysis, Retirement, Securities
Education
University of Maryland 1997 — 2000
Masters, International Finance
University of Maryland College Park 1993 — 1997
B.S., Finance
Bullis School 1990 — 1993
Coly Chan Coly Chan's National Planning Holdings Experience April 2008 - November 2008
Job Operation Management
Industry Marketing and Advertising
Experience
Dynasty America January 2009 - Present
National Planning Holdings April 2008 - November 2008
RPA March 2007 - April 2008
Unisource Technology, Inc. April 2003 - March 2007
Skills
International Trade, Integrated Marketing, Ocean Freight, Creative Strategy, Interactive Advertising, Management, Interactive Marketing, CRM, Digital Strategy, Online Advertising, Customer Service, Budgets, Digital Media, Marketing, Social Media, Creative Direction, Copywriting, Social Media Marketing, Advertising, Digital Marketing, Content Strategy, Marketing Strategy
Education
California State University-Los Angeles 2002 — 2006
BS, Marketing Management
Dynasty America January 2009 - Present
National Planning Holdings April 2008 - November 2008
RPA March 2007 - April 2008
Unisource Technology, Inc. April 2003 - March 2007
Skills
International Trade, Integrated Marketing, Ocean Freight, Creative Strategy, Interactive Advertising, Management, Interactive Marketing, CRM, Digital Strategy, Online Advertising, Customer Service, Budgets, Digital Media, Marketing, Social Media, Creative Direction, Copywriting, Social Media Marketing, Advertising, Digital Marketing, Content Strategy, Marketing Strategy
Education
California State University-Los Angeles 2002 — 2006
BS, Marketing Management
Mary Makal's National Planning Holdings Experience April 2010 - Present
Job Project Manager
Industry Financial Services
Experience
National Planning Holdings April 2010 - Present
Sunlake High School Band Boosters June 2012 - January 2014
GunnAllen Financial September 2008 - April 2010
GunnAllen Financial February 2006 - September 2008
Complyant Solutions February 2005 - December 2007
Kforce October 2002 - February 2005
Deloitte January 2000 - October 2002
Skills
Compliance, Process Improvement, Business Analysis, Accounting, Sarbanes-Oxley Act, Visio, Change Management, Management Consulting, Financial Analysis, SDLC, Strategic Financial..., Risk Management, Strategic Planning, Business Process..., Financial Services, Analysis, Project Planning, Securities, Mergers & Acquisitions, Financial Reporting, Financial Risk, Finance, Portfolio Management
Education
Florida Atlantic University 1996 — 1999
BS, MAcc, Accounting, Accounting Information Systems
University of South Florida 1987 — 1991
BA, Mass Communications - Advertising
Sarasota High School 1983 — 1987
National Planning Holdings April 2010 - Present
Sunlake High School Band Boosters June 2012 - January 2014
GunnAllen Financial September 2008 - April 2010
GunnAllen Financial February 2006 - September 2008
Complyant Solutions February 2005 - December 2007
Kforce October 2002 - February 2005
Deloitte January 2000 - October 2002
Skills
Compliance, Process Improvement, Business Analysis, Accounting, Sarbanes-Oxley Act, Visio, Change Management, Management Consulting, Financial Analysis, SDLC, Strategic Financial..., Risk Management, Strategic Planning, Business Process..., Financial Services, Analysis, Project Planning, Securities, Mergers & Acquisitions, Financial Reporting, Financial Risk, Finance, Portfolio Management
Education
Florida Atlantic University 1996 — 1999
BS, MAcc, Accounting, Accounting Information Systems
University of South Florida 1987 — 1991
BA, Mass Communications - Advertising
Sarasota High School 1983 — 1987
Brian Buchiarelli's National Planning Holdings Experience August 2006 - June 2013
Job SemiRetired at Home
Industry Financial Services
Experience
Home July 2013 - Present
National Planning Holdings August 2006 - June 2013
United States Tennis Association August 1997 - August 2010
Hainan Premier Language School May 2006 - December 2006
Institute of International Education October 1989 - October 1997
Skills
Teaching, Event Planning, Public Speaking, Fitness, Research, PowerPoint, Microsoft Excel, Strategic Planning, Event Management, Therapeutic Massage, Martial Arts, Online Advertising, Copy Editing, Sales, Marketing, Leadership, Training
Education
Swedish Institute 1997 — 1998
Diploma, Massage Therapy and Allied Health Arts
The New School 1994 — 1996
Certificate, Microcomputer Graphics and Desktop Publishing
California State University-Long Beach 1978 — 1987
BA, Asian Studies
Fullerton College 1976 — 1978
AA, Athletic Medicine
Home July 2013 - Present
National Planning Holdings August 2006 - June 2013
United States Tennis Association August 1997 - August 2010
Hainan Premier Language School May 2006 - December 2006
Institute of International Education October 1989 - October 1997
Skills
Teaching, Event Planning, Public Speaking, Fitness, Research, PowerPoint, Microsoft Excel, Strategic Planning, Event Management, Therapeutic Massage, Martial Arts, Online Advertising, Copy Editing, Sales, Marketing, Leadership, Training
Education
Swedish Institute 1997 — 1998
Diploma, Massage Therapy and Allied Health Arts
The New School 1994 — 1996
Certificate, Microcomputer Graphics and Desktop Publishing
California State University-Long Beach 1978 — 1987
BA, Asian Studies
Fullerton College 1976 — 1978
AA, Athletic Medicine
Allan Avena's National Planning Holdings Experience June 2012 - Present
Job VP, Advisory Practice Strategic Development at National Planning Holdings
Industry Financial Services
Experience
National Planning Holdings June 2012 - Present
NPC September 2006 - November 2012
Transamerica 1999 - 2006
Transamerica Financial Advisors, Inc. 1999 - 2006
Skills
Investments, Series 7, Mutual Funds, Series 63, Financial Advisory, Retirement Planning, Wealth Management, Investment Advisory, Asset Management, Asset Allocation
Education
University of California, San Diego
National Planning Holdings June 2012 - Present
NPC September 2006 - November 2012
Transamerica 1999 - 2006
Transamerica Financial Advisors, Inc. 1999 - 2006
Skills
Investments, Series 7, Mutual Funds, Series 63, Financial Advisory, Retirement Planning, Wealth Management, Investment Advisory, Asset Management, Asset Allocation
Education
University of California, San Diego
Paige McLaughlin's National Planning Holdings Experience 2008 - Present
Job Executive Assistant to the Head of U.S. Wealth Management and Distribution at JACKSON
Industry Financial Services
Experience
Jackson February 2015 - Present
National Planning Holdings 2008 - Present
Jackson National Life January 2007 - Present
Enterprise Rent-A-Car May 2005 - December 2006
Skills
Outlook, Finance, PowerPoint, Accounting, Microsoft Excel, Insurance, Project Planning, Negotiation, Microsoft Word, Leadership, Administrative..., Training, Time Management, Recruiting, Marketing, Administrative..., Customer Service, Event Planning, Management, Microsoft Office, Team Building, Sales
Education
Azusa Pacific University 2002 — 2006
BA, Psychology
Denver Christian High School
Jackson February 2015 - Present
National Planning Holdings 2008 - Present
Jackson National Life January 2007 - Present
Enterprise Rent-A-Car May 2005 - December 2006
Skills
Outlook, Finance, PowerPoint, Accounting, Microsoft Excel, Insurance, Project Planning, Negotiation, Microsoft Word, Leadership, Administrative..., Training, Time Management, Recruiting, Marketing, Administrative..., Customer Service, Event Planning, Management, Microsoft Office, Team Building, Sales
Education
Azusa Pacific University 2002 — 2006
BA, Psychology
Denver Christian High School
Michael Sowa, CAIA's National Planning Holdings Experience January 2006 - December 2007
Job Senior Investment Analyst at Portfolio Management Consultants
Industry Investment Management
Experience
Envestnet Asset Management December 2007 - Present
National Planning Holdings January 2006 - December 2007
Lipper April 2002 - August 2004
Education
The University of Edinburgh 2004 — 2005
MSc., Finance & Investments
American International College 1995 — 1999
BSc., Psychology & Chemistry
Envestnet Asset Management December 2007 - Present
National Planning Holdings January 2006 - December 2007
Lipper April 2002 - August 2004
Education
The University of Edinburgh 2004 — 2005
MSc., Finance & Investments
American International College 1995 — 1999
BSc., Psychology & Chemistry
Neal Gleason - CFA's National Planning Holdings Experience May 2011 - Present
Job Sr. Investment Analayst at National Planning Holdings
Industry Investment Management
Experience
National Planning Holdings May 2011 - Present
Mountain Asset Management February 2010 - January 2011
The Boston Company August 2004 - January 2009
Founders Asset Management LLC/The Bank of New York Mellon 2004 - 2006
Great-West Life & Annuity 2000 - 2004
Great-West Life 1994 - 2004
First Trust Advisors 1991 - 1993
Education
University of Colorado Denver 1998 — 2001
MA, Finance and Business Administration
MPB
National Planning Holdings May 2011 - Present
Mountain Asset Management February 2010 - January 2011
The Boston Company August 2004 - January 2009
Founders Asset Management LLC/The Bank of New York Mellon 2004 - 2006
Great-West Life & Annuity 2000 - 2004
Great-West Life 1994 - 2004
First Trust Advisors 1991 - 1993
Education
University of Colorado Denver 1998 — 2001
MA, Finance and Business Administration
MPB
Misty Zuhlke's National Planning Holdings Experience August 2004 - March 2014
Job Sr. Systems/Business Analyst at Jackson
Industry Information Technology and Services
Experience
Middle Tennessee Curbing June 2014 - Present
Jackson April 2014 - Present
National Planning Holdings August 2004 - March 2014
SII Investments June 2004 - August 2004
SII Investments December 2002 - May 2004
SII Investments July 2001 - December 2002
SII Investments September 2000 - July 2001
SII Investments April 1998 - September 2000
SII Investments April 1996 - December 1998
SII Investments September 1994 - April 1996
Skills
Systems Analysis, Business Analysis, Software Design, Creative Solutions, Decorative Concrete, Landscape Architecture, Strategic Planning, Project Management, Change Management, Landscape Design, Concrete Paving, Portfolio Management, Strategic Financial..., Wealth Management, Asset Management, Banking, Insurance, Investments, Financial Analysis, Leadership, Financial Risk, Management, Operations Management, Owner-managed businesses, Landscaping, Hardscape Design, Problem Solving, Project Planning, Information Technology, Business Strategy, Financial Services, Creative Strategy, IT Operations, Risk Management
Education
University of Phoenix 2004 — 2006
Bachelors, Information Technology
University of Wisconsin-Oshkosh 1994 — 1998
Business Administration and Management, General
University of Wisconsin Fox Valley 1992 — 1994
Associate of Arts (AA), Business Administration and Management, General
Middle Tennessee Curbing June 2014 - Present
Jackson April 2014 - Present
National Planning Holdings August 2004 - March 2014
SII Investments June 2004 - August 2004
SII Investments December 2002 - May 2004
SII Investments July 2001 - December 2002
SII Investments September 2000 - July 2001
SII Investments April 1998 - September 2000
SII Investments April 1996 - December 1998
SII Investments September 1994 - April 1996
Skills
Systems Analysis, Business Analysis, Software Design, Creative Solutions, Decorative Concrete, Landscape Architecture, Strategic Planning, Project Management, Change Management, Landscape Design, Concrete Paving, Portfolio Management, Strategic Financial..., Wealth Management, Asset Management, Banking, Insurance, Investments, Financial Analysis, Leadership, Financial Risk, Management, Operations Management, Owner-managed businesses, Landscaping, Hardscape Design, Problem Solving, Project Planning, Information Technology, Business Strategy, Financial Services, Creative Strategy, IT Operations, Risk Management
Education
University of Phoenix 2004 — 2006
Bachelors, Information Technology
University of Wisconsin-Oshkosh 1994 — 1998
Business Administration and Management, General
University of Wisconsin Fox Valley 1992 — 1994
Associate of Arts (AA), Business Administration and Management, General
Victoria Hasely's National Planning Holdings Experience December 2002 - September 2009
Job Assistant Treasurer at The Cheesecake Factory Inc.
Industry Financial Services
Experience
The Cheesecake Factory September 2009 - Present
National Planning Holdings December 2002 - September 2009
American Golf Corporation May 2002 - October 2002
Pinnacle Entertainment February 1998 - November 2000
UNOVA 1995 - 1998
Skills
Cash Management, Team Building, Strategic Planning, Recruiting, Financial Analysis, Income Statement, Finance, Treasury, Forecasting, Analysis, Accounting
Education
University of California, Los Angeles 1984 — 1988
BA
The Cheesecake Factory September 2009 - Present
National Planning Holdings December 2002 - September 2009
American Golf Corporation May 2002 - October 2002
Pinnacle Entertainment February 1998 - November 2000
UNOVA 1995 - 1998
Skills
Cash Management, Team Building, Strategic Planning, Recruiting, Financial Analysis, Income Statement, Finance, Treasury, Forecasting, Analysis, Accounting
Education
University of California, Los Angeles 1984 — 1988
BA
Frank Hayn, CRPS, AIF's National Planning Holdings Experience March 2012 - Present
Job Vice President, Retirement Plans at National Planning Holdings
Industry Financial Services
Experience
National Planning Holdings March 2012 - Present
SunAmerica April 2000 - March 2012
Villagio at Brentwood HOA September 2007 - June 2010
Hollywood Master Chorale July 2006 - June 2008
New York Life August 1997 - April 2000
Skills
401k, Investments, Mutual Funds, Series 6, Retirement, Retirement Planning, Series 7, Defined Contribution, Management, Leadership, Series 63, Marketing, Business Development, Sales, Asset Allocation, Wealth Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
MBA, Global Business
University of Rochester 1993 — 1997
BA, Political Science
The Hill School 1989 — 1993
Diploma
National Planning Holdings March 2012 - Present
SunAmerica April 2000 - March 2012
Villagio at Brentwood HOA September 2007 - June 2010
Hollywood Master Chorale July 2006 - June 2008
New York Life August 1997 - April 2000
Skills
401k, Investments, Mutual Funds, Series 6, Retirement, Retirement Planning, Series 7, Defined Contribution, Management, Leadership, Series 63, Marketing, Business Development, Sales, Asset Allocation, Wealth Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
MBA, Global Business
University of Rochester 1993 — 1997
BA, Political Science
The Hill School 1989 — 1993
Diploma
Casey Frazier's National Planning Holdings Experience 2003 - 2004
Job Chief Investment Officer at Versus Capital
Industry Real Estate
Experience
Versus Capital Group 2011 - Present
NRF Capital Markets, LLC 2010 - 2011
Welton Street Holdings 2005 - 2010
Curian Capital 2004 - 2005
National Planning Holdings 2003 - 2004
Prima Capital 2000 - 2003
Skills
Real Estate Private..., Asset Management, Asset Allocation, Alternative Investments, Commercial Real Estate, Financial Analysis, Financial Modeling, Economics, Real Estate Economics, Real Estate Due..., Due Diligence, Capital Markets
Education
Colorado College 1996 — 2000
BA, American Political Economy
Pueblo South High School
Versus Capital Group 2011 - Present
NRF Capital Markets, LLC 2010 - 2011
Welton Street Holdings 2005 - 2010
Curian Capital 2004 - 2005
National Planning Holdings 2003 - 2004
Prima Capital 2000 - 2003
Skills
Real Estate Private..., Asset Management, Asset Allocation, Alternative Investments, Commercial Real Estate, Financial Analysis, Financial Modeling, Economics, Real Estate Economics, Real Estate Due..., Due Diligence, Capital Markets
Education
Colorado College 1996 — 2000
BA, American Political Economy
Pueblo South High School
Anna Harris, CFA's National Planning Holdings Experience December 2014 - Present
Job Senior Due Diligence Analyst
Industry Financial Services
Experience
National Planning Holdings December 2014 - Present
National Planning Holdings May 2013 - December 2014
Curian Capital September 2012 - May 2013
Curian Capital December 2011 - August 2012
AIG SunAmerica January 2008 - October 2011
David Geffen June 2007 - January 2008
Kaner Research Group April 2006 - September 2006
Education
University of California, Los Angeles 2003 — 2007
Bachelor of Science (B.S.), Biochemistry
National Planning Holdings December 2014 - Present
National Planning Holdings May 2013 - December 2014
Curian Capital September 2012 - May 2013
Curian Capital December 2011 - August 2012
AIG SunAmerica January 2008 - October 2011
David Geffen June 2007 - January 2008
Kaner Research Group April 2006 - September 2006
Education
University of California, Los Angeles 2003 — 2007
Bachelor of Science (B.S.), Biochemistry
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY