Nelson Financial Group
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Nelson Financial Group Employees
Employee
Years
Job
Industry
Pam Lyons Pam Lyons's Nelson Financial Group Experience May 2002 - May 2006
Job Marketing Director at Applied Products Group
Industry Environmental Services
Experience
Applied Products Group November 2009 - Present
Camelback Realty Group May 2006 - November 2009
Nelson Financial Group May 2002 - May 2006
Prudential Financial February 1994 - July 1998
Skills
Marketing Strategy, New Business Development, Public Speaking, Strategic Planning, Business Strategy, Leadership Development, Marketing, Leadership, Community Outreach, Online Advertising, Small Business, Finance, Fundraising, Budgets, Customer Service
Education
University of Nebraska at Kearney 1985 — 1989
Bachelor of Science, Finance
Applied Products Group November 2009 - Present
Camelback Realty Group May 2006 - November 2009
Nelson Financial Group May 2002 - May 2006
Prudential Financial February 1994 - July 1998
Skills
Marketing Strategy, New Business Development, Public Speaking, Strategic Planning, Business Strategy, Leadership Development, Marketing, Leadership, Community Outreach, Online Advertising, Small Business, Finance, Fundraising, Budgets, Customer Service
Education
University of Nebraska at Kearney 1985 — 1989
Bachelor of Science, Finance
Brandon McKee Brandon McKee's Nelson Financial Group Experience July 2013 - March 2015
Job Client Service Consultant Cigna Select Sales
Industry Insurance
Experience
Cigna February 2015 - Present
Nelson Financial Group July 2013 - March 2015
Wholly Cow LLC. October 2012 - March 2013
Center for Arizona Policy May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Insurance
Education
Abilene Christian University 2011 — 2013
Bachelor of Science (BS), Organizational Communication, General
Arizona State University
Business/Corporate Communications
Cigna February 2015 - Present
Nelson Financial Group July 2013 - March 2015
Wholly Cow LLC. October 2012 - March 2013
Center for Arizona Policy May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Insurance
Education
Abilene Christian University 2011 — 2013
Bachelor of Science (BS), Organizational Communication, General
Arizona State University
Business/Corporate Communications
Cale Hulse Cale Hulse's Nelson Financial Group Experience March 2012 - July 2014
Job Arizona Coyotes ~ Senior Advisor, Business Development & Alumni Relations
Industry Sports
Experience
Arizona Coyotes July 2014 - Present
Nelson Financial Group March 2012 - July 2014
Nelson Financial Group February 2012 - July 2014
CBC Television June 2011 - November 2011
National Hockey League 1994 - 2006
Skills
Arizona Life & Health..., B2B, Account Management, Press Conferences, Change Leadership, B2C, Sports, Health, Public Speaking, Sales, Change Management, Team Building, Coaching, Strategic Planning, Leadership, Business Development, Wealth Management, Cold Calling, Marketing, Investments, Small Business, Insurance, Finance, Social Media, Employee Benefits, Entrepreneurship, Networking, Time Management, Project Planning, Strategy, Executive Management, Financial Planners, Sponsorship, Financial Services, Strategic Partnerships, Email Marketing, Social Networking, Start-ups, New Business Development, Business, Sponsorship Sales, Asset Management, Investment Strategies, Wealth, Retirement Planning, Retirement, Financial Advisory, Sports Marketing, Social Media Marketing
Education
University of Portland 1991 — 1993
Arizona Coyotes July 2014 - Present
Nelson Financial Group March 2012 - July 2014
Nelson Financial Group February 2012 - July 2014
CBC Television June 2011 - November 2011
National Hockey League 1994 - 2006
Skills
Arizona Life & Health..., B2B, Account Management, Press Conferences, Change Leadership, B2C, Sports, Health, Public Speaking, Sales, Change Management, Team Building, Coaching, Strategic Planning, Leadership, Business Development, Wealth Management, Cold Calling, Marketing, Investments, Small Business, Insurance, Finance, Social Media, Employee Benefits, Entrepreneurship, Networking, Time Management, Project Planning, Strategy, Executive Management, Financial Planners, Sponsorship, Financial Services, Strategic Partnerships, Email Marketing, Social Networking, Start-ups, New Business Development, Business, Sponsorship Sales, Asset Management, Investment Strategies, Wealth, Retirement Planning, Retirement, Financial Advisory, Sports Marketing, Social Media Marketing
Education
University of Portland 1991 — 1993
Nancy Percy Nancy Percy's Nelson Financial Group Experience May 2001 - August 2001
Job Key Center Manager at KeyBank
Industry Banking
Experience
KeyBank May 2012 - Present
US Bank November 2007 - July 2011
US Bank December 2002 - November 2007
Western & Southern Financial Group September 2001 - August 2002
National City Bank November 1999 - September 2001
Nelson Financial Group May 2001 - August 2001
Adam's Financial Group June 2000 - September 2000
Second National Bank August 1997 - September 1999
Skills
Credit Cards, Debit Cards, Prepaid Cards, Bill Payment, Branch Management, Loan Closing, Small Business..., Retail Banking, Branch Banking, Term Loans, Lines Of Credit, Home Equity Loans, Home Equity Lines of..., Checking, Savings, Personal Loans, Sales Management, Team Leadership, Training/Mentoring, Succession Planning, Loans
Education
Wright State University 1999 — 2001
Bachelor of Science, Financial Services & Marketing
Sinclair Community College 1997 — 1999
Associate of Science, Business Administration
Wright State University
MBA
KeyBank May 2012 - Present
US Bank November 2007 - July 2011
US Bank December 2002 - November 2007
Western & Southern Financial Group September 2001 - August 2002
National City Bank November 1999 - September 2001
Nelson Financial Group May 2001 - August 2001
Adam's Financial Group June 2000 - September 2000
Second National Bank August 1997 - September 1999
Skills
Credit Cards, Debit Cards, Prepaid Cards, Bill Payment, Branch Management, Loan Closing, Small Business..., Retail Banking, Branch Banking, Term Loans, Lines Of Credit, Home Equity Loans, Home Equity Lines of..., Checking, Savings, Personal Loans, Sales Management, Team Leadership, Training/Mentoring, Succession Planning, Loans
Education
Wright State University 1999 — 2001
Bachelor of Science, Financial Services & Marketing
Sinclair Community College 1997 — 1999
Associate of Science, Business Administration
Wright State University
MBA
Thomas Nelson, ChFC, CLU, MSFS Thomas Nelson, ChFC, CLU, MSFS's Nelson Financial Group Experience August 2002 - Present
Job Financial Advisor at Nelson Financial Group
Industry Financial Services
Experience
Nelson Financial Group August 2002 - Present
Mohawk Valley Chamber of Commerce 1992 - 2013
AXA Equitable August 1991 - 2001
City of Utica January 1978 - December 1990
Vicks Lithograph 1974 - 1977
Eastman Kodak 1970 - 1973
Skills
Insurance, Retirement, Retirement Planning, Investments, Series 7, Estate Planning, Life Insurance, Mutual Funds, Fixed Annuities, Analysis, Sales, Accounting, Long-term Care, Disability Insurance, Public Speaking, Financial Planning, Strategic Planning
Education
The American College 1996 — 2001
MSFS, Financial Planning and Services
Utica College 1984 — 1990
Bachelor of Science (BS), Computer Science
Utica College 1966 — 1969
Bachelor's degree, English
Nelson Financial Group August 2002 - Present
Mohawk Valley Chamber of Commerce 1992 - 2013
AXA Equitable August 1991 - 2001
City of Utica January 1978 - December 1990
Vicks Lithograph 1974 - 1977
Eastman Kodak 1970 - 1973
Skills
Insurance, Retirement, Retirement Planning, Investments, Series 7, Estate Planning, Life Insurance, Mutual Funds, Fixed Annuities, Analysis, Sales, Accounting, Long-term Care, Disability Insurance, Public Speaking, Financial Planning, Strategic Planning
Education
The American College 1996 — 2001
MSFS, Financial Planning and Services
Utica College 1984 — 1990
Bachelor of Science (BS), Computer Science
Utica College 1966 — 1969
Bachelor's degree, English
Yvonne Gonzales Yvonne Gonzales's Nelson Financial Group Experience May 2010 - September 2014
Job Administration Manager at Phoenix Seminary
Industry Religious Institutions
Experience
Phoenix Seminary September 2014 - Present
Nelson Financial Group May 2010 - September 2014
Household Finance 1996 - April 1999
Kay Jewelers 1989 - January 1996
Skills
Office Management, Time Management, Organization, Microsoft Office, Office Administration, Office Equipment, Foster Care, Event Planning
Education
Central New Mexico Community College
Phoenix Seminary September 2014 - Present
Nelson Financial Group May 2010 - September 2014
Household Finance 1996 - April 1999
Kay Jewelers 1989 - January 1996
Skills
Office Management, Time Management, Organization, Microsoft Office, Office Administration, Office Equipment, Foster Care, Event Planning
Education
Central New Mexico Community College
Heather Mowrey, MBA Heather Mowrey, MBA's Nelson Financial Group Experience April 1998 - January 2004
Job Health Care Administration
Industry Hospital & Health Care
Experience
Home August 2004 - April 2014
Nelson Financial Group April 1998 - January 2004
CVS Partners November 1998 - February 2003
Wright Patterson Air Force Base Medical center January 1993 - March 1998
Skills
Hospitals, Clinical Research, Healthcare Management, Medical Terminology, Public Health, Medicine, Microsoft Office, Microsoft Word, Microsoft Excel, Research, Public Speaking, Healthcare Information..., Patient Safety, EMR, Customer Service, Medical Education, Pediatrics, Molecular Biology, HIPAA, Data Entry, Quality Improvement, Telephone Skills, Administration, Healthcare Industry, Health Information..., Administrative..., Strategic Planning, Health Education, EKG, Meditech, Medical Records, Informatics, Time Management, Critical Thinking, Pharmacy, Medicare, Data Analysis, Team Building, Health Policy, Nonprofits, Medication..., Policy
Education
University of Phoenix 2010 — 2016
Master of Public Health (MPH), Health/Health Care Administration/Management
Greene County Career Center 1993 — 1995
Computer Office Technology, Computer office technology
Xenia High School
Diploma, Computer office technology
Home August 2004 - April 2014
Nelson Financial Group April 1998 - January 2004
CVS Partners November 1998 - February 2003
Wright Patterson Air Force Base Medical center January 1993 - March 1998
Skills
Hospitals, Clinical Research, Healthcare Management, Medical Terminology, Public Health, Medicine, Microsoft Office, Microsoft Word, Microsoft Excel, Research, Public Speaking, Healthcare Information..., Patient Safety, EMR, Customer Service, Medical Education, Pediatrics, Molecular Biology, HIPAA, Data Entry, Quality Improvement, Telephone Skills, Administration, Healthcare Industry, Health Information..., Administrative..., Strategic Planning, Health Education, EKG, Meditech, Medical Records, Informatics, Time Management, Critical Thinking, Pharmacy, Medicare, Data Analysis, Team Building, Health Policy, Nonprofits, Medication..., Policy
Education
University of Phoenix 2010 — 2016
Master of Public Health (MPH), Health/Health Care Administration/Management
Greene County Career Center 1993 — 1995
Computer Office Technology, Computer office technology
Xenia High School
Diploma, Computer office technology
Sarah Christy Sarah Christy's Nelson Financial Group Experience May 2004 - March 2007
Job PreSale Specialist
Industry Insurance
Experience
Reliance Standard May 2015 - Present
Gap Inc. September 2006 - Present
Black, Gould & Associates August 2011 - June 2014
Benefit Design Associates, Ltd. February 2008 - August 2011
Creative Dental Laboratory, Inc October 2007 - February 2008
Quepasa Corporation April 2007 - August 2007
Nelson Financial Group May 2004 - March 2007
Global Fulfillment Services, Inc August 2000 - May 2004
Skills
Personnel Management, Human Resources, Leadership
Education
Mesa Community College
General Education
Reliance Standard May 2015 - Present
Gap Inc. September 2006 - Present
Black, Gould & Associates August 2011 - June 2014
Benefit Design Associates, Ltd. February 2008 - August 2011
Creative Dental Laboratory, Inc October 2007 - February 2008
Quepasa Corporation April 2007 - August 2007
Nelson Financial Group May 2004 - March 2007
Global Fulfillment Services, Inc August 2000 - May 2004
Skills
Personnel Management, Human Resources, Leadership
Education
Mesa Community College
General Education
Eleni Kinney Eleni Kinney's Nelson Financial Group Experience October 2010 - Present
Job Account Service Representative
Industry Insurance
Experience
Nelson Financial Group October 2010 - Present
Cintas Corporation December 2009 - September 2010
Hensley-Budweiser October 2005 - November 2009
Hensley March 2004 - November 2009
Hensley-Budweiser April 2005 - October 2005
Hensley-Budweiser March 2004 - April 2005
Education
Arizona State University 2000 — 2004
Bachelor of Art, Communication
Hugh Downs School of Communication at Arizona State University 2000 — 2004
Bachelor of Arts, Communication
Nelson Financial Group October 2010 - Present
Cintas Corporation December 2009 - September 2010
Hensley-Budweiser October 2005 - November 2009
Hensley March 2004 - November 2009
Hensley-Budweiser April 2005 - October 2005
Hensley-Budweiser March 2004 - April 2005
Education
Arizona State University 2000 — 2004
Bachelor of Art, Communication
Hugh Downs School of Communication at Arizona State University 2000 — 2004
Bachelor of Arts, Communication
Derrick Patterson Derrick Patterson's Nelson Financial Group Experience May 2012 - August 2012
Job Client Success Manager at SchoolDude.com
Industry Computer Software
Experience
SchoolDude.com January 2014 - Present
SchoolDude.com August 2012 - December 2013
Nelson Financial Group May 2012 - August 2012
Derrick’s Pet Sitting & Lawn Care Service September 2009 - August 2012
FireSafe Associates May 2010 - August 2011
Homegrown Pizza, LLC May 2006 - September 2009
Skills
Online Advertising, Public Relations, Account Management, Market Research, Direct Marketing, Email Marketing, Marketing Strategy, Team Leadership, Sales, New Business Development
Education
Appalachian State University 2008 — 2012
B.S, Communications - Electronic Media/Broadcasting
Middle Creek High School 2004 — 2008
SchoolDude.com January 2014 - Present
SchoolDude.com August 2012 - December 2013
Nelson Financial Group May 2012 - August 2012
Derrick’s Pet Sitting & Lawn Care Service September 2009 - August 2012
FireSafe Associates May 2010 - August 2011
Homegrown Pizza, LLC May 2006 - September 2009
Skills
Online Advertising, Public Relations, Account Management, Market Research, Direct Marketing, Email Marketing, Marketing Strategy, Team Leadership, Sales, New Business Development
Education
Appalachian State University 2008 — 2012
B.S, Communications - Electronic Media/Broadcasting
Middle Creek High School 2004 — 2008
Aleksey Tokhner Aleksey Tokhner's Nelson Financial Group Experience 2005 - 2005
Job Project Manager at Teles Properties
Industry Real Estate
Experience
Teles Properties April 2013 - May 2015
Corinthian Colleges August 2011 - March 2013
Enterprise Holdings March 2010 - August 2011
EDS CUSTOM PAINTING 2008 - 2010
SYNDICATED CAPITAL 2007 - 2008
NELSON FINANCIAL GROUP 2005 - 2005
Skills
Leadership, Microsoft Office, Financial Analysis, Microsoft Excel, Customer Service, Negotiation, Management, Project Management, Executive Management, Creative Problem Solving, Strategic Planning, Strategy, Business Analysis, Business Development, Market Research, Team Building, Account Management
Education
California State University-Long Beach - College of Business Administration 2005 — 2008
Finance, Financial Management
CALIFORNIA STATE UNIVERSITY
Bachelor of Science (B.S.), Business Administration; Finance
Teles Properties April 2013 - May 2015
Corinthian Colleges August 2011 - March 2013
Enterprise Holdings March 2010 - August 2011
EDS CUSTOM PAINTING 2008 - 2010
SYNDICATED CAPITAL 2007 - 2008
NELSON FINANCIAL GROUP 2005 - 2005
Skills
Leadership, Microsoft Office, Financial Analysis, Microsoft Excel, Customer Service, Negotiation, Management, Project Management, Executive Management, Creative Problem Solving, Strategic Planning, Strategy, Business Analysis, Business Development, Market Research, Team Building, Account Management
Education
California State University-Long Beach - College of Business Administration 2005 — 2008
Finance, Financial Management
CALIFORNIA STATE UNIVERSITY
Bachelor of Science (B.S.), Business Administration; Finance
Issam Awwadah Issam Awwadah's Nelson Financial Group Experience September 2009 - August 2011
Job Business Development
Industry Information Technology and Services
Experience
MultiView July 2014 - Present
360incentives.com November 2013 - June 2014
360incentives.com February 2013 - November 2013
360incentives.com March 2012 - February 2013
Nelson Financial Group September 2009 - August 2011
Marcus Evans April 2007 - March 2008
Family Leather March 2006 - March 2007
Skills
Analysis, Management, Finance, Sales, Financial Accounting, Accounting, Financial Reporting, Forecasting, Account Reconciliation, Bookkeeping, Business Analysis, Marketing, Process Improvement, Accounts Receivable, Accounts Payable, Budgets, B2B, Time Management, Team Leadership, Account Management, Salesforce.com, General Ledger, Data Analysis, Teamwork, Financial Analysis, Business Planning, Analytics, Market Research, Lead Generation, Strategic Financial..., Leadership, Training, Customer Service, Business Strategy, Team Management, Social Media Marketing, Negotiation, Solution Selling, Selling, Sales Management, Project Planning, Customer Satisfaction, Start-ups, Strategy, Pricing, Strategic Planning, Sales Process, Sales Presentations, Team Building, Product Marketing
Education
Society of Management Accountants 2008 — 2009
Pre Designation Certificate, Management Accounting
University of Ontario Institute of Technology 2004 — 2008
Honours Bachelor of Commerce (B.Comm),, Accounting and Finance
Brock University 2002 — 2004
Bachelor of Business Administration (BBA), Business Administration
MultiView July 2014 - Present
360incentives.com November 2013 - June 2014
360incentives.com February 2013 - November 2013
360incentives.com March 2012 - February 2013
Nelson Financial Group September 2009 - August 2011
Marcus Evans April 2007 - March 2008
Family Leather March 2006 - March 2007
Skills
Analysis, Management, Finance, Sales, Financial Accounting, Accounting, Financial Reporting, Forecasting, Account Reconciliation, Bookkeeping, Business Analysis, Marketing, Process Improvement, Accounts Receivable, Accounts Payable, Budgets, B2B, Time Management, Team Leadership, Account Management, Salesforce.com, General Ledger, Data Analysis, Teamwork, Financial Analysis, Business Planning, Analytics, Market Research, Lead Generation, Strategic Financial..., Leadership, Training, Customer Service, Business Strategy, Team Management, Social Media Marketing, Negotiation, Solution Selling, Selling, Sales Management, Project Planning, Customer Satisfaction, Start-ups, Strategy, Pricing, Strategic Planning, Sales Process, Sales Presentations, Team Building, Product Marketing
Education
Society of Management Accountants 2008 — 2009
Pre Designation Certificate, Management Accounting
University of Ontario Institute of Technology 2004 — 2008
Honours Bachelor of Commerce (B.Comm),, Accounting and Finance
Brock University 2002 — 2004
Bachelor of Business Administration (BBA), Business Administration
Amy Bosch's Nelson Financial Group Experience May 2009 - August 2009
Job Violations Analyst at American Traffic Solutions
Industry Public Safety
Experience
American Traffic Solutions August 2009 - Present
Nelson Financial Group May 2009 - August 2009
Randall-Paulson Architects August 2007 - March 2008
Phillips Partnership 2005 - 2007
United BMW of Roswell 2004 - 2007
Skills
Sustainable Design, Sketching, Interior Architecture, Architecture, Sales, AutoCAD
Education
Art Institute of Atlanta 2002 — 2005
Bachelor of Fine Arts, Interior Design
American Traffic Solutions August 2009 - Present
Nelson Financial Group May 2009 - August 2009
Randall-Paulson Architects August 2007 - March 2008
Phillips Partnership 2005 - 2007
United BMW of Roswell 2004 - 2007
Skills
Sustainable Design, Sketching, Interior Architecture, Architecture, Sales, AutoCAD
Education
Art Institute of Atlanta 2002 — 2005
Bachelor of Fine Arts, Interior Design
James Hamer's Nelson Financial Group Experience February 2014 - Present
Job Insurance
Industry Banking
Experience
Nelson Financial Group February 2014 - Present
Retired January 2014 - February 2014
Adirondack Bank January 2011 - December 2013
Rome Savings Bank August 2001 - January 2011
Skills
Commercial Lending, Banking, Credit Analysis, Commercial Banking, Credit, Small Business Lending, Customer Service, Finance, Financial Analysis, Loans, Consumer Lending, Portfolio Management, Commercial Mortgages, Risk Management, Lines Of Credit, Cash Management, Loan Origination, Underwriting, Strategic Financial..., Insurance, Mortgage Lending, Small Business, Retirement Planning, Relationship Management, Cash Flow, Executive Management, Mergers & Acquisitions, Asset Based Lending, Business Development, Analysis, Financial Planning, Sales, Investments
Education
Utica College
BA, Economics
Mohawk Valley Community College
AAS, Retail Business Manangement
Nelson Financial Group February 2014 - Present
Retired January 2014 - February 2014
Adirondack Bank January 2011 - December 2013
Rome Savings Bank August 2001 - January 2011
Skills
Commercial Lending, Banking, Credit Analysis, Commercial Banking, Credit, Small Business Lending, Customer Service, Finance, Financial Analysis, Loans, Consumer Lending, Portfolio Management, Commercial Mortgages, Risk Management, Lines Of Credit, Cash Management, Loan Origination, Underwriting, Strategic Financial..., Insurance, Mortgage Lending, Small Business, Retirement Planning, Relationship Management, Cash Flow, Executive Management, Mergers & Acquisitions, Asset Based Lending, Business Development, Analysis, Financial Planning, Sales, Investments
Education
Utica College
BA, Economics
Mohawk Valley Community College
AAS, Retail Business Manangement