NestWise Company
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NestWise Employees
Employee
Years
Job
Industry
Samuel Mescher Samuel Mescher's NestWise Experience June 2013 - September 2013
Job Graphic Artist at Custom Flag Company, Inc.
Industry Consumer Goods
Experience
Custom Flag Company, Inc. October 2014 - Present
Personal Capital September 2013 - August 2014
NestWise June 2013 - September 2013
Fareway Stores Inc. March 2011 - May 2013
Matt Mescher Construction May 2009 - August 2011
Target August 2010 - March 2011
Education
Loras College 2009 — 2013
Bachelor of Arts (BA), Art and Digital Design
Beckman High School 2005 — 2009
High School Diploma
Custom Flag Company, Inc. October 2014 - Present
Personal Capital September 2013 - August 2014
NestWise June 2013 - September 2013
Fareway Stores Inc. March 2011 - May 2013
Matt Mescher Construction May 2009 - August 2011
Target August 2010 - March 2011
Education
Loras College 2009 — 2013
Bachelor of Arts (BA), Art and Digital Design
Beckman High School 2005 — 2009
High School Diploma
Marianne (Mimi) Ferritti Marianne (Mimi) Ferritti's NestWise Experience 2013 - 2013
Job Controller at Big Picture Productions NY, Inc.
Industry Entertainment
Experience
Big Picture Productions NY, Inc. August 2015 - Present
Zirtual July 2014 - August 2015
Mercury Financial Group December 2013 - March 2014
The Center for Customer Engagement 2014 - 2014
NestWise 2013 - 2013
Verizon 2005 - 2011
Seaside Community Development Corp. September 2004 - February 2005
Education
Kansas State University 2010 — 2012
Master of Science (M.S.), Personal Financial Planning
SUNY Oneonta 1997 — 2000
Bachelor of Science (BS), Biology, General
Big Picture Productions NY, Inc. August 2015 - Present
Zirtual July 2014 - August 2015
Mercury Financial Group December 2013 - March 2014
The Center for Customer Engagement 2014 - 2014
NestWise 2013 - 2013
Verizon 2005 - 2011
Seaside Community Development Corp. September 2004 - February 2005
Education
Kansas State University 2010 — 2012
Master of Science (M.S.), Personal Financial Planning
SUNY Oneonta 1997 — 2000
Bachelor of Science (BS), Biology, General
Scott Lewis, CFP® Scott Lewis, CFP®'s NestWise Experience September 2012 - September 2013
Job CFP® Certificant
Industry Financial Services
Experience
oXYGen Financial Inc February 2014 - July 2014
NestWise September 2012 - September 2013
Veritat Advisors (acquired by NestWise) January 2012 - September 2012
Ameriprise Financial September 2010 - June 2011
Ameriprise Financial May 2009 - January 2010
LongView Wealth Management January 2004 - December 2008
ARRIS May 1995 - January 2002
Hayes Microcomputer Products November 1992 - May 1995
Skills
Strategic Financial..., Investments, Wealth Management, Comprehensive Planning, Business Planning, Sales Management, Project Management, Strategic Planning, New Business Development, Sales, Financial Analysis, Business Strategy, Financial Modeling, Budgets, Telecommunications, Negotiation, Business Development, Business Analysis, Process Improvement, Product Management
Education
Oglethorpe University 1995 — 1997
Financial Planner Program
University of Kentucky 1976 — 1980
BSEE, Electrical Engineering
oXYGen Financial Inc February 2014 - July 2014
NestWise September 2012 - September 2013
Veritat Advisors (acquired by NestWise) January 2012 - September 2012
Ameriprise Financial September 2010 - June 2011
Ameriprise Financial May 2009 - January 2010
LongView Wealth Management January 2004 - December 2008
ARRIS May 1995 - January 2002
Hayes Microcomputer Products November 1992 - May 1995
Skills
Strategic Financial..., Investments, Wealth Management, Comprehensive Planning, Business Planning, Sales Management, Project Management, Strategic Planning, New Business Development, Sales, Financial Analysis, Business Strategy, Financial Modeling, Budgets, Telecommunications, Negotiation, Business Development, Business Analysis, Process Improvement, Product Management
Education
Oglethorpe University 1995 — 1997
Financial Planner Program
University of Kentucky 1976 — 1980
BSEE, Electrical Engineering
Kimberly Tibbitts Kimberly Tibbitts's NestWise Experience July 2012 - September 2013
Job Marketing Associate at Broadmark Asset Management
Industry Financial Services
Experience
Broadmark Asset Management LLC October 2013 - Present
NestWise July 2012 - September 2013
Natixis Global Asset Management March 2007 - July 2012
One World Children's Fund August 2010 - February 2012
Mutual of America January 2007 - March 2007
Woodbury Financial July 2006 - November 2006
BANK OF AMERICA March 2002 - June 2006
Skills
Recruiting, Diplomacy, Trainable, Series 6, Series 63, Asset Management, Series 65, Marketo, Salesforce Administrator, Ruby on Rails, Virtual Educator, Salesforce.com, Asset Managment, Portfolio Management, Online Publishing, Web Content Management, Business Transformation, Training, Client Development, Online Marketing, Email Marketing, Social Media, Management, Marketing, Mutual Funds, Sales, Investments, Financial Analysis, Alternative Investments, Finance, Leadership, CRM, Analysis
Education
University of California, Davis 2002 — 2006
Bachelor of Arts, Psychology
San Francisco State University, Extended Learning Center 2008 — 2009
Course for Financial Planning
Level II candidate in the CAIA program 2015 — 2015
Broadmark Asset Management LLC October 2013 - Present
NestWise July 2012 - September 2013
Natixis Global Asset Management March 2007 - July 2012
One World Children's Fund August 2010 - February 2012
Mutual of America January 2007 - March 2007
Woodbury Financial July 2006 - November 2006
BANK OF AMERICA March 2002 - June 2006
Skills
Recruiting, Diplomacy, Trainable, Series 6, Series 63, Asset Management, Series 65, Marketo, Salesforce Administrator, Ruby on Rails, Virtual Educator, Salesforce.com, Asset Managment, Portfolio Management, Online Publishing, Web Content Management, Business Transformation, Training, Client Development, Online Marketing, Email Marketing, Social Media, Management, Marketing, Mutual Funds, Sales, Investments, Financial Analysis, Alternative Investments, Finance, Leadership, CRM, Analysis
Education
University of California, Davis 2002 — 2006
Bachelor of Arts, Psychology
San Francisco State University, Extended Learning Center 2008 — 2009
Course for Financial Planning
Level II candidate in the CAIA program 2015 — 2015
Dr. Dominique' Reese Dr. Dominique' Reese's NestWise Experience February 2013 - September 2013
Job Personal Finance Expert. Speaker. Coach. Strategist. Consultant. Author
Industry Financial Services
Experience
Reese Financial Services September 2013 - Present
BlackLifeCoaches.net 2012 - Present
NestWise February 2013 - September 2013
NestWise July 2012 - February 2013
CommuniTree LLC May 2009 - July 2012
Creative Connections NYC October 2010 - May 2012
AIDS Center Queens County September 2011 - January 2012
South Central Scholars October 2009 - June 2011
Merrill Lynch December 2007 - January 2009
Merrill Lynch July 2006 - December 2007
Skills
Public Speaking, Marketing, Entrepreneurship, Non-profits, Investments, Financial Modeling, Project Management, Capital Markets, Marketing Strategy, Wealth Management, Leadership, Financial Analysis, Management, Emerging Markets, Private Equity, Recruiting, Budgets, Research, Project Planning, Fundraising, Nonprofits, Venture Capital, Financial Services, Strategy, Start-ups, Business Planning, Business Strategy, Finance, Management Consulting, Business Development, Strategic Financial..., Training, Financial Advisory, Community Outreach, Small Business, Program Management, CRM, Financial Planning, Strategic Planning, Social Media, Event Planning, Consulting, Microsoft Office, Writing, Social Networking, Sales, Coaching, Mentoring, Team Building, Business
Education
Princeton University 2002 — 2006
Bachelor of Arts
Reese Financial Services September 2013 - Present
BlackLifeCoaches.net 2012 - Present
NestWise February 2013 - September 2013
NestWise July 2012 - February 2013
CommuniTree LLC May 2009 - July 2012
Creative Connections NYC October 2010 - May 2012
AIDS Center Queens County September 2011 - January 2012
South Central Scholars October 2009 - June 2011
Merrill Lynch December 2007 - January 2009
Merrill Lynch July 2006 - December 2007
Skills
Public Speaking, Marketing, Entrepreneurship, Non-profits, Investments, Financial Modeling, Project Management, Capital Markets, Marketing Strategy, Wealth Management, Leadership, Financial Analysis, Management, Emerging Markets, Private Equity, Recruiting, Budgets, Research, Project Planning, Fundraising, Nonprofits, Venture Capital, Financial Services, Strategy, Start-ups, Business Planning, Business Strategy, Finance, Management Consulting, Business Development, Strategic Financial..., Training, Financial Advisory, Community Outreach, Small Business, Program Management, CRM, Financial Planning, Strategic Planning, Social Media, Event Planning, Consulting, Microsoft Office, Writing, Social Networking, Sales, Coaching, Mentoring, Team Building, Business
Education
Princeton University 2002 — 2006
Bachelor of Arts
Emily Schubert Emily Schubert's NestWise Experience 2013 - Present
Job Web/Software Quality Assurance
Industry Computer Software
Experience
NestWise 2013 - Present
Skills
Quality Assurance, Regression Testing, Manual Testing, Mobile Testing, Test Cases, Salesforce.com, OnTime, Agile Testing, Teamwork, Defect Tracking
Education
Northampton Community College 2009 — 2010
General Studies
Quakertown Community High School 1999 — 2003
Diploma
NestWise 2013 - Present
Skills
Quality Assurance, Regression Testing, Manual Testing, Mobile Testing, Test Cases, Salesforce.com, OnTime, Agile Testing, Teamwork, Defect Tracking
Education
Northampton Community College 2009 — 2010
General Studies
Quakertown Community High School 1999 — 2003
Diploma
Erick Jones Erick Jones's NestWise Experience May 2013 - Present
Job Director, Student Money Management Center at University of North Georgia
Industry Financial Services
Experience
University of North Georgia 2014 - Present
NestWise May 2013 - Present
Value Music Concepts June 2001 - January 2010
Skills
Small Business, Finance, Budgets, Strategic Planning, Financial Analysis, Leadership, Marketing, Salesforce.com, Business Development, Portfolio Management, New Business Development, Public Speaking, Negotiation, Management, Business Planning, Training, Project Management, Business Strategy, Recruiting, Outlook, Team Building
Education
North Georgia College and State University
Bachelor of Business Administration (BBA), Marketing
University of North Georgia 2014 - Present
NestWise May 2013 - Present
Value Music Concepts June 2001 - January 2010
Skills
Small Business, Finance, Budgets, Strategic Planning, Financial Analysis, Leadership, Marketing, Salesforce.com, Business Development, Portfolio Management, New Business Development, Public Speaking, Negotiation, Management, Business Planning, Training, Project Management, Business Strategy, Recruiting, Outlook, Team Building
Education
North Georgia College and State University
Bachelor of Business Administration (BBA), Marketing
Thomas W. Mooney, CFP® Thomas W. Mooney, CFP®'s NestWise Experience July 2012 - January 2013
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2014 - Present
Cerebral Palsy Association Of Chester County September 2006 - Present
Fidelity Investments January 2013 - May 2014
NestWise July 2012 - January 2013
Veritat Advisors March 2010 - July 2012
TIAA-CREF February 2007 - August 2010
The Vanguard Group March 2005 - February 2007
The Vanguard Group March 2004 - September 2005
Education
Saint Joseph's University 2002 — 2004
M.B.A., Finance
University of Scranton 1996 — 2000
B.S., Finance
Chestnut Hill Academy 1994 — 1996
La Salle College High School 1991 — 1993
TIAA-CREF May 2014 - Present
Cerebral Palsy Association Of Chester County September 2006 - Present
Fidelity Investments January 2013 - May 2014
NestWise July 2012 - January 2013
Veritat Advisors March 2010 - July 2012
TIAA-CREF February 2007 - August 2010
The Vanguard Group March 2005 - February 2007
The Vanguard Group March 2004 - September 2005
Education
Saint Joseph's University 2002 — 2004
M.B.A., Finance
University of Scranton 1996 — 2000
B.S., Finance
Chestnut Hill Academy 1994 — 1996
La Salle College High School 1991 — 1993
Karen KC Conway's NestWise Experience December 2012 - September 2013
Job Vice President at First Republic Bank
Industry Financial Services
Experience
First Republic Bank December 2013 - Present
NestWise December 2012 - September 2013
Pershing January 2012 - November 2012
LPL Financial June 2007 - December 2011
UVEST Financial Services May 2005 - June 2007
Financial Foundation 2003 - 2005
Morgan Stanley Smith Barney 2002 - 2003
Merrill Lynch Investment Managers October 1998 - January 2002
Skills
Mutual Funds, Investments, Asset Management, Strategic Financial..., Financial Advisory, CRM, Investment Management, Finance, Project Management, Business Development, Organizational..., Series 7, Financial Services, Wealth Management, Securities, Consulting, Retirement Planning, Investment Advisory, Banking
Education
Harvard University
BA
UCLA-Anderson School 1998 — 2001
MBA, Business
First Republic Bank December 2013 - Present
NestWise December 2012 - September 2013
Pershing January 2012 - November 2012
LPL Financial June 2007 - December 2011
UVEST Financial Services May 2005 - June 2007
Financial Foundation 2003 - 2005
Morgan Stanley Smith Barney 2002 - 2003
Merrill Lynch Investment Managers October 1998 - January 2002
Skills
Mutual Funds, Investments, Asset Management, Strategic Financial..., Financial Advisory, CRM, Investment Management, Finance, Project Management, Business Development, Organizational..., Series 7, Financial Services, Wealth Management, Securities, Consulting, Retirement Planning, Investment Advisory, Banking
Education
Harvard University
BA
UCLA-Anderson School 1998 — 2001
MBA, Business
Jennifer G. Preston, CFP® Jennifer G. Preston, CFP®'s NestWise Experience May 2013 - September 2013
Job Field Investment Advisor Rep
Industry Financial Services
Experience
Advised Assets Group, LLC November 2013 - Present
NestWise May 2013 - September 2013
The Daily Financial Clarity October 2012 - May 2013
FSC Securities Corporation May 2005 - May 2013
RFG, Inc. May 2005 - September 2012
Barrington Financial April 2002 - May 2004
Deloitte July 2000 - April 2002
Fifth Third Bank - (acquired Citizens Federal Bank) 1995 - 1998
Education
Wright State University
Bachelor of Science in Business, Financial Services Major
College for Financial Planning 2009 — 2009
CFP Mentor Professional Education Program Certificate
Advised Assets Group, LLC November 2013 - Present
NestWise May 2013 - September 2013
The Daily Financial Clarity October 2012 - May 2013
FSC Securities Corporation May 2005 - May 2013
RFG, Inc. May 2005 - September 2012
Barrington Financial April 2002 - May 2004
Deloitte July 2000 - April 2002
Fifth Third Bank - (acquired Citizens Federal Bank) 1995 - 1998
Education
Wright State University
Bachelor of Science in Business, Financial Services Major
College for Financial Planning 2009 — 2009
CFP Mentor Professional Education Program Certificate
Dominique Wilson Dominique Wilson's NestWise Experience November 2012 - April 2013
Job Sales Coordinator at WSB TV Atlanta
Industry Broadcast Media
Experience
WSB-TV September 2013 - Present
NestWise November 2012 - April 2013
First Citizens Bank November 2010 - 2012
Waterfield Financial 2008 - 2010
Skills
Banking, Outlook, Credit, Mortgage Lending, Loans, Deposits, Retail Banking, Loan Origination, Financial Services, Asset Allocation, Strategic Financial..., Risk Management, Financial Analysis, Investments, Leadership, Training, Retirement Planning
Education
American Intercontinental University 2004 — 2008
BA, Business Management
Tri-Cities High School 1999 — 2003
College Prep, General Studies
WSB-TV September 2013 - Present
NestWise November 2012 - April 2013
First Citizens Bank November 2010 - 2012
Waterfield Financial 2008 - 2010
Skills
Banking, Outlook, Credit, Mortgage Lending, Loans, Deposits, Retail Banking, Loan Origination, Financial Services, Asset Allocation, Strategic Financial..., Risk Management, Financial Analysis, Investments, Leadership, Training, Retirement Planning
Education
American Intercontinental University 2004 — 2008
BA, Business Management
Tri-Cities High School 1999 — 2003
College Prep, General Studies
J. Paxton DeMent, CFP® J. Paxton DeMent, CFP®'s NestWise Experience 2013 - 2013
Job Independent Medicare Specialist
Industry Investment Management
Experience
Self Employed September 2014 - Present
Various Companies January 2014 - Present
NestWise 2013 - 2013
Capital Research Advisors, LLC 2010 - 2012
Varn Investment Counsel, Inc 2001 - 2010
Ameriprise Financial August 1999 - 2001
Skills
Asset Management, Portfolio Management, Investment Advisory, Alternative Investments, Fixed Income, Strategy, Investments, Securities, Investment Management, ETFs, Asset Managment, Asset Allocation, Technical Analysis, Investment Strategies, Financial Advisory, Options, Finance, Wealth Management, Strategic Financial..., Retirement Planning, Series 7, Series 65, Mutual Funds, Mergers & Acquisitions
Education
College for Financial Planning 2006 — 2007
CFP, Financial Planning
St Andrews-Sewanee School 1982 — 1984
Millsaps College
BBA, Business Administration
Self Employed September 2014 - Present
Various Companies January 2014 - Present
NestWise 2013 - 2013
Capital Research Advisors, LLC 2010 - 2012
Varn Investment Counsel, Inc 2001 - 2010
Ameriprise Financial August 1999 - 2001
Skills
Asset Management, Portfolio Management, Investment Advisory, Alternative Investments, Fixed Income, Strategy, Investments, Securities, Investment Management, ETFs, Asset Managment, Asset Allocation, Technical Analysis, Investment Strategies, Financial Advisory, Options, Finance, Wealth Management, Strategic Financial..., Retirement Planning, Series 7, Series 65, Mutual Funds, Mergers & Acquisitions
Education
College for Financial Planning 2006 — 2007
CFP, Financial Planning
St Andrews-Sewanee School 1982 — 1984
Millsaps College
BBA, Business Administration
D'Angelo Brooks D'Angelo Brooks's NestWise Experience July 2013 - September 2013
Job Sales Coordinator at Dymatize Enterprises Inc
Industry Financial Services
Experience
Dymatize Enterprises Inc October 2013 - Present
NestWise July 2013 - September 2013
Servpro Fire & Water Cleanup & Restoration August 2010 - October 2012
Careington International July 2007 - January 2009
Skills
Microsoft Office, Sales, Customer Service, Restoration, Defense Systems, Negotiation, Management, Budgets, Accounting, Training, Account Management, Leadership, Team Building, Finance, Time Management, Insurance, Marketing, Microsoft Excel, PowerPoint
Education
The University of Texas at Dallas 2010 — 2012
Bachelor of Science (B.S.), Finance
Collin County Community College 2009 — 2010
Associate of Applied Science, Business Management Degree
Dymatize Enterprises Inc October 2013 - Present
NestWise July 2013 - September 2013
Servpro Fire & Water Cleanup & Restoration August 2010 - October 2012
Careington International July 2007 - January 2009
Skills
Microsoft Office, Sales, Customer Service, Restoration, Defense Systems, Negotiation, Management, Budgets, Accounting, Training, Account Management, Leadership, Team Building, Finance, Time Management, Insurance, Marketing, Microsoft Excel, PowerPoint
Education
The University of Texas at Dallas 2010 — 2012
Bachelor of Science (B.S.), Finance
Collin County Community College 2009 — 2010
Associate of Applied Science, Business Management Degree
Debbie Zachry Debbie Zachry's NestWise Experience May 2013 - August 2013
Job Highlevel Executive Assistant to Clevel executives | Social Media Marketing Consultant
Industry Executive Office
Experience
McKesson November 2013 - Present
NestWise May 2013 - August 2013
Agni Corporation July 2011 - March 2013
DMZ Marketing 2009 - 2012
Medina's Tax & Bookkeeping Service 2005 - 2011
Divine Social Design 2009 - 2010
Office Team 2005 - 2009
John Robert Powers 2007 - 2008
Melaleuca 2007 - 2007
Herbalife 2002 - 2007
Skills
Social Media Marketing, Public Speaking, Lead Generation, Marketing Strategy, Event Planning, Event Management, Corporate Events, Meeting Planning, Office Administration, Workshop Development, Social Media, Blogging, Workshops, Facebook, Social Networking, Marketing, Coaching, Marketing Communications, Online Marketing, Small Business, Direct Marketing, Entrepreneurship, Public Relations, Web Marketing, Email Marketing, Relationship Management, Team Building, Phone Etiquette, Presentation Development, Note Taking, Appointment Scheduling, Travel Management, Expense Reports, Inventory Control, Drafting Policies, Cost Control, Vendor Management, Human Resources, Forecasting, Project Management, Office Management, Start-ups, Leadership, YouTube, Management, Recruiting, Competitive Analysis, Training, Time Management, Microsoft Office
Education
Mission College 2011 — 2011
International Social Media Association 2009 — 2009
Certification
The Makeup Artist Academy
Professional Certification
Diablo Valley College
Heald College
McKesson November 2013 - Present
NestWise May 2013 - August 2013
Agni Corporation July 2011 - March 2013
DMZ Marketing 2009 - 2012
Medina's Tax & Bookkeeping Service 2005 - 2011
Divine Social Design 2009 - 2010
Office Team 2005 - 2009
John Robert Powers 2007 - 2008
Melaleuca 2007 - 2007
Herbalife 2002 - 2007
Skills
Social Media Marketing, Public Speaking, Lead Generation, Marketing Strategy, Event Planning, Event Management, Corporate Events, Meeting Planning, Office Administration, Workshop Development, Social Media, Blogging, Workshops, Facebook, Social Networking, Marketing, Coaching, Marketing Communications, Online Marketing, Small Business, Direct Marketing, Entrepreneurship, Public Relations, Web Marketing, Email Marketing, Relationship Management, Team Building, Phone Etiquette, Presentation Development, Note Taking, Appointment Scheduling, Travel Management, Expense Reports, Inventory Control, Drafting Policies, Cost Control, Vendor Management, Human Resources, Forecasting, Project Management, Office Management, Start-ups, Leadership, YouTube, Management, Recruiting, Competitive Analysis, Training, Time Management, Microsoft Office
Education
Mission College 2011 — 2011
International Social Media Association 2009 — 2009
Certification
The Makeup Artist Academy
Professional Certification
Diablo Valley College
Heald College
John Neyer, LUTCF's NestWise Experience January 2013 - September 2013
Job Independent Consultant and Coach to Financial Advisors and Executives
Industry Financial Services
Experience
Independent Consultant April 2014 - Present
NestWise January 2013 - September 2013
Waddell & Reed November 2009 - January 2013
Ameriprise Financial December 2007 - November 2009
Ameriprise Financial 2005 - 2007
Ameriprise Financial 2003 - 2005
Merrill Lynch 1995 - 1996
United States Marine Corps Reserve 1988 - 1994
Skills
Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Investments, Mutual Funds, Financial Advisory, Estate Planning, Retirement, Investment Advisory, Asset Allocation, 401k, Negotiation, Asset Management, Financial Services, Wealth, Finance, Leadership, Business Development, Series 63, Management, Training, Recruiting, Insurance, Investment Strategies, Financial Planners, Series 24, Series 65, Personal Finance, Personal Financial..., Wealth Management..., Investment Management, Entrepreneurship, Long Term Care Insurance, Financial Planning
Education
College for Financial Planning 1991 — 2008
CFP
Tennessee Temple University 1984 — 1986
Independent Consultant April 2014 - Present
NestWise January 2013 - September 2013
Waddell & Reed November 2009 - January 2013
Ameriprise Financial December 2007 - November 2009
Ameriprise Financial 2005 - 2007
Ameriprise Financial 2003 - 2005
Merrill Lynch 1995 - 1996
United States Marine Corps Reserve 1988 - 1994
Skills
Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Investments, Mutual Funds, Financial Advisory, Estate Planning, Retirement, Investment Advisory, Asset Allocation, 401k, Negotiation, Asset Management, Financial Services, Wealth, Finance, Leadership, Business Development, Series 63, Management, Training, Recruiting, Insurance, Investment Strategies, Financial Planners, Series 24, Series 65, Personal Finance, Personal Financial..., Wealth Management..., Investment Management, Entrepreneurship, Long Term Care Insurance, Financial Planning
Education
College for Financial Planning 1991 — 2008
CFP
Tennessee Temple University 1984 — 1986
Crockett Hopper's NestWise Experience July 2012 - September 2013
Job Sr Software Engineer at CellScope
Industry Computer Software
Experience
CellScope December 2013 - Present
Goodsearch.com November 2013 - December 2013
NestWise July 2012 - September 2013
Veritat Advisors August 2009 - July 2012
Mytoons August 2006 - June 2009
USAA September 2003 - August 2006
Alltel Information Services 1998 - 2003
Fidelity National Financial 1998 - 2003
Fidelity Information Services 1998 - 2003
Skills
java, j2ee, websphere, Ruby, Ruby on Rails, C++, C, Web Development, Web Applications, Object Oriented Design, Object Oriented Modeling, Requirements Analysis, Business Analysis, Requirements Gathering, Workflow Solutions, UML, UML Tools, System Architecture, Web Architecture, Software Engineering, Nginx, Apache, MySQL, Relational Databases, Data Mining, Engineering Management, Team Leadership, Remote Team Management, Internet Banking, Internet Security, Java, Java Enterprise Edition, Software Development, Websphere, Software Design, Integration, Scrum, Design Patterns, Team Management, OOP, Entrepreneurship, Architectures, Software Architectural..., REST, Scalability, SOA, Start-ups, E-commerce, Testing, Agile Methodologies
Education
The University of Texas at Austin 2004 — 2006
Master of Science in Engineering, Software Engineering
Henderson State University 1995 — 1998
BS, Computer Science - Mathematics
lake hamilton 1984 — 1990
CellScope December 2013 - Present
Goodsearch.com November 2013 - December 2013
NestWise July 2012 - September 2013
Veritat Advisors August 2009 - July 2012
Mytoons August 2006 - June 2009
USAA September 2003 - August 2006
Alltel Information Services 1998 - 2003
Fidelity National Financial 1998 - 2003
Fidelity Information Services 1998 - 2003
Skills
java, j2ee, websphere, Ruby, Ruby on Rails, C++, C, Web Development, Web Applications, Object Oriented Design, Object Oriented Modeling, Requirements Analysis, Business Analysis, Requirements Gathering, Workflow Solutions, UML, UML Tools, System Architecture, Web Architecture, Software Engineering, Nginx, Apache, MySQL, Relational Databases, Data Mining, Engineering Management, Team Leadership, Remote Team Management, Internet Banking, Internet Security, Java, Java Enterprise Edition, Software Development, Websphere, Software Design, Integration, Scrum, Design Patterns, Team Management, OOP, Entrepreneurship, Architectures, Software Architectural..., REST, Scalability, SOA, Start-ups, E-commerce, Testing, Agile Methodologies
Education
The University of Texas at Austin 2004 — 2006
Master of Science in Engineering, Software Engineering
Henderson State University 1995 — 1998
BS, Computer Science - Mathematics
lake hamilton 1984 — 1990
Jennifer Ledwith Jennifer Ledwith's NestWise Experience February 2013 - September 2013
Job Tutor
Industry Financial Services
Experience
Scholar Ready, LLC October 2004 - Present
NestWise February 2013 - September 2013
Education
Rice University 2011 — 2012
Personal Financial Planning
University of Oklahoma 2000 — 2004
Bachelor of Business Administration (BBA), Finance and Economics
Scholar Ready, LLC October 2004 - Present
NestWise February 2013 - September 2013
Education
Rice University 2011 — 2012
Personal Financial Planning
University of Oklahoma 2000 — 2004
Bachelor of Business Administration (BBA), Finance and Economics
Derek Branch Derek Branch's NestWise Experience April 2013 - Present
Job Financial Planner
Industry Financial Services
Experience
NestWise April 2013 - Present
Skills
Insurance, Strategic Planning, Strategic Financial..., Finance, Investments, Retirement, Mutual Funds, Retirement Planning
Education
Metropolitan State College of Denver
NestWise April 2013 - Present
Skills
Insurance, Strategic Planning, Strategic Financial..., Finance, Investments, Retirement, Mutual Funds, Retirement Planning
Education
Metropolitan State College of Denver
Corri Coulter Corri Coulter's NestWise Experience June 2013 - September 2013
Job Associate Program Manager at SEPHORA
Industry Marketing and Advertising
Experience
SEPHORA November 2013 - Present
NestWise June 2013 - September 2013
Astor and Black Custom Clothiers September 2011 - October 2012
Mill Creek Entertainment November 2009 - June 2011
Varitronics, A Brady Business November 2006 - July 2008
Homeplans, Part of Move April 2003 - October 2006
Gibbs College October 2001 - June 2002
UNICARE Medical Center November 1999 - August 2001
Reel.com 1997 - 1999
Skills
Email Marketing, E-commerce, Online Advertising, Social Media Marketing, Marketing Strategy, Social Media, SEO, Web Analytics, Digital Marketing, Lead Generation, Marketing, Product Management, Strategic Planning, Project Management, Digital Media, Strategic Partnerships, Google Analytics, Social Media Strategist, SEM, PPC, Product Marketing, Facebook Fan Page..., Affiliate Marketing, Marketo, BrightEdge, Salesforce, WordPress, Hootsuite, Twitter, Social Networking, Analytics, Blogging, Strategy, Web Marketing
Education
Marist College 1993 — 1997
B.A., Psychology, Communications
Danbury High School 1990 — 1993
UC Berkeley
Project Management
SEPHORA November 2013 - Present
NestWise June 2013 - September 2013
Astor and Black Custom Clothiers September 2011 - October 2012
Mill Creek Entertainment November 2009 - June 2011
Varitronics, A Brady Business November 2006 - July 2008
Homeplans, Part of Move April 2003 - October 2006
Gibbs College October 2001 - June 2002
UNICARE Medical Center November 1999 - August 2001
Reel.com 1997 - 1999
Skills
Email Marketing, E-commerce, Online Advertising, Social Media Marketing, Marketing Strategy, Social Media, SEO, Web Analytics, Digital Marketing, Lead Generation, Marketing, Product Management, Strategic Planning, Project Management, Digital Media, Strategic Partnerships, Google Analytics, Social Media Strategist, SEM, PPC, Product Marketing, Facebook Fan Page..., Affiliate Marketing, Marketo, BrightEdge, Salesforce, WordPress, Hootsuite, Twitter, Social Networking, Analytics, Blogging, Strategy, Web Marketing
Education
Marist College 1993 — 1997
B.A., Psychology, Communications
Danbury High School 1990 — 1993
UC Berkeley
Project Management
Hilary Holz Hilary Holz's NestWise Experience April 2013 - September 2013
Job Senior Software Engineer at MAGNIFI.FM
Industry Computer Software
Experience
MAGNIFI.FM June 2015 - Present
Yammer, Inc. July 2014 - June 2015
CrowdFlower February 2014 - June 2014
InternMatch October 2013 - January 2014
NestWise April 2013 - September 2013
Monsoon Company January 2013 - April 2013
hholz.com 2011 - 2013
California State University, East Bay 2002 - 2011
California State University, East Bay September 2001 - 2011
Stanford University Medical Center July 2000 - August 2001
Skills
Web Development, Agile Methodologies, Computer Science, Information Architecture, Interaction Design, Participatory Design, Paper Prototyping, Pattern Recognition, Data Visualization, Social Media, Wikis, Data Structures, Distributed Systems, REST, DevOps, Ruby, RSpec, SASS, XML, XSD, XSLT, JavaScript, jQuery, AJAX, Chef, Apache, Linux, SQL, PostgreSQL, MySQL, Perl, Lisp, Emacs, Github, OmniGraffle, Mac OS X, Human Computer..., HTML 5, Ruby on Rails, Cucumber, Sinatra, Python, I18n, Algorithms, Apex Programming, Visualforce Pages, Compass, Susy, Machine Learning, OS X
Education
The George Washington University
Doctor of Philosophy (Ph.D.), Pattern Recognition (Computer Science), Doctoral minors: Statistics, Cognitive Psychology
The George Washington University
MS, Computer Science
Dickinson College
BS, Mathematics, Computer Science
MAGNIFI.FM June 2015 - Present
Yammer, Inc. July 2014 - June 2015
CrowdFlower February 2014 - June 2014
InternMatch October 2013 - January 2014
NestWise April 2013 - September 2013
Monsoon Company January 2013 - April 2013
hholz.com 2011 - 2013
California State University, East Bay 2002 - 2011
California State University, East Bay September 2001 - 2011
Stanford University Medical Center July 2000 - August 2001
Skills
Web Development, Agile Methodologies, Computer Science, Information Architecture, Interaction Design, Participatory Design, Paper Prototyping, Pattern Recognition, Data Visualization, Social Media, Wikis, Data Structures, Distributed Systems, REST, DevOps, Ruby, RSpec, SASS, XML, XSD, XSLT, JavaScript, jQuery, AJAX, Chef, Apache, Linux, SQL, PostgreSQL, MySQL, Perl, Lisp, Emacs, Github, OmniGraffle, Mac OS X, Human Computer..., HTML 5, Ruby on Rails, Cucumber, Sinatra, Python, I18n, Algorithms, Apex Programming, Visualforce Pages, Compass, Susy, Machine Learning, OS X
Education
The George Washington University
Doctor of Philosophy (Ph.D.), Pattern Recognition (Computer Science), Doctoral minors: Statistics, Cognitive Psychology
The George Washington University
MS, Computer Science
Dickinson College
BS, Mathematics, Computer Science
Chris Haas's NestWise Experience January 2013 - May 2013
Job Senior Software Engineer Express at ServiceNow – The Enterprise Cloud Company
Industry Information Technology and Services
Experience
ServiceNow – The Enterprise Cloud Company June 2015 - Present
Inforward January 2011 - Present
Fairway Technologies February 2015 - June 2015
First Allied Securities, Inc. June 2013 - February 2015
Redwood Logistics (formerly TSE) August 2013 - February 2014
NestWise January 2013 - May 2013
LPL Financial January 2012 - March 2013
LPL Financial November 2005 - November 2011
Aon Hewitt December 2001 - November 2005
Skills
WCF, AngularJS, Bootstrap, .NET, Web Services, SOA, C#, Entity Framework, Microsoft SQL Server, Agile Methodologies, Web Applications, SQL, JavaScript, Software Development, SDLC, Web Development, Databases, ASP.NET MVC, Enterprise Architecture, ASP.NET, jQuery, HTML 5, E-commerce, Scrum, CRM, Product Management, Web Design, Visual Studio, T-SQL, AJAX, CSS, Project Management, Database Design, TFS, Oracle, Entrepreneurial Skills, Multi-threaded..., Financial Software..., Git
Education
Indiana University - Kelley School of Business 1998 — 2001
Bachelor of Science, Business, Computer Information Systems
ServiceNow – The Enterprise Cloud Company June 2015 - Present
Inforward January 2011 - Present
Fairway Technologies February 2015 - June 2015
First Allied Securities, Inc. June 2013 - February 2015
Redwood Logistics (formerly TSE) August 2013 - February 2014
NestWise January 2013 - May 2013
LPL Financial January 2012 - March 2013
LPL Financial November 2005 - November 2011
Aon Hewitt December 2001 - November 2005
Skills
WCF, AngularJS, Bootstrap, .NET, Web Services, SOA, C#, Entity Framework, Microsoft SQL Server, Agile Methodologies, Web Applications, SQL, JavaScript, Software Development, SDLC, Web Development, Databases, ASP.NET MVC, Enterprise Architecture, ASP.NET, jQuery, HTML 5, E-commerce, Scrum, CRM, Product Management, Web Design, Visual Studio, T-SQL, AJAX, CSS, Project Management, Database Design, TFS, Oracle, Entrepreneurial Skills, Multi-threaded..., Financial Software..., Git
Education
Indiana University - Kelley School of Business 1998 — 2001
Bachelor of Science, Business, Computer Information Systems
Andrew Achenbach, MSFS, CFP®'s NestWise Experience September 2012 - July 2013
Job Owner/Advisor at Foresight Financial Planning LLC
Industry Financial Services
Experience
Foresight Financial Planning LLC July 2013 - Present
NestWise September 2012 - July 2013
Veritat Advisors January 2012 - September 2012
Bishop & Associates, Inc. 2007 - 2010
Ferris Baker Watts Inc. 2006 - 2007
ZipRealty 2004 - 2005
Skills
Strategic Financial..., Investments, Wealth Management, Asset Managment, Portfolio Management, Retirement Planning, Financial Planners, Estate Planning, Mutual Funds, Investment Advisory, Asset Allocation, Investment Strategies, Uniform Combined State..., New Business Development, Financial Advisory, Financial Analysis, Personal Financial..., Insurance, Business Development, Financial Planning, Asset Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2010
Masters of Science, Financial Services
University of the District of Columbia 2005 — 2007
B.A., Economics
West Virginia University
Foresight Financial Planning LLC July 2013 - Present
NestWise September 2012 - July 2013
Veritat Advisors January 2012 - September 2012
Bishop & Associates, Inc. 2007 - 2010
Ferris Baker Watts Inc. 2006 - 2007
ZipRealty 2004 - 2005
Skills
Strategic Financial..., Investments, Wealth Management, Asset Managment, Portfolio Management, Retirement Planning, Financial Planners, Estate Planning, Mutual Funds, Investment Advisory, Asset Allocation, Investment Strategies, Uniform Combined State..., New Business Development, Financial Advisory, Financial Analysis, Personal Financial..., Insurance, Business Development, Financial Planning, Asset Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2010
Masters of Science, Financial Services
University of the District of Columbia 2005 — 2007
B.A., Economics
West Virginia University
Lisa Murillo's NestWise Experience September 2012 - August 2013
Job Inhouse Editor at American Journal Editors
Industry Research
Experience
American Journal Editors October 2014 - Present
Los Alamos National Laboratory March 2012 - Present
American Journal Editors July 2014 - September 2014
Garrett Investment Advisors September 2013 - March 2014
NestWise September 2012 - August 2013
Veritat Advisors August 2012 - September 2012
Los Alamos National Laboratory September 2010 - March 2012
Los Alamos National Laboratory March 2008 - September 2010
UCLA January 1994 - March 2007
Yankelovich June 1993 - September 1993
Skills
Holistic Financial..., Personal Financial..., Financial Advisory, Financial Goals, Investments, Retirement Planning, College Education..., Portfolio Management, Insurance, Quantitative Research, Investment Management, 401k, 401k Rollovers, Traditional IRA, Roth IRA, 529 Plans, Wealth Management, Estate Planning, Life Insurance, Disability Insurance, Long Term Care Insurance, Statistics, Computational Modeling, Influenza, Pandemic Influenza, Laboratory Research, Sleep Research, Research, Laboratory, Science, Physics, Theory
Education
University of California, Los Angeles 1998 — 2007
PhD, Neuroscience
University of California, Los Angeles 1994 — 2004
MA, Mathematics
Tufts University 1992 — 1995
MA, Economics
Harvard University 1987 — 1991
AB, Government
American Journal Editors October 2014 - Present
Los Alamos National Laboratory March 2012 - Present
American Journal Editors July 2014 - September 2014
Garrett Investment Advisors September 2013 - March 2014
NestWise September 2012 - August 2013
Veritat Advisors August 2012 - September 2012
Los Alamos National Laboratory September 2010 - March 2012
Los Alamos National Laboratory March 2008 - September 2010
UCLA January 1994 - March 2007
Yankelovich June 1993 - September 1993
Skills
Holistic Financial..., Personal Financial..., Financial Advisory, Financial Goals, Investments, Retirement Planning, College Education..., Portfolio Management, Insurance, Quantitative Research, Investment Management, 401k, 401k Rollovers, Traditional IRA, Roth IRA, 529 Plans, Wealth Management, Estate Planning, Life Insurance, Disability Insurance, Long Term Care Insurance, Statistics, Computational Modeling, Influenza, Pandemic Influenza, Laboratory Research, Sleep Research, Research, Laboratory, Science, Physics, Theory
Education
University of California, Los Angeles 1998 — 2007
PhD, Neuroscience
University of California, Los Angeles 1994 — 2004
MA, Mathematics
Tufts University 1992 — 1995
MA, Economics
Harvard University 1987 — 1991
AB, Government
Jennifer Coffey Smith CFP®'s NestWise Experience May 2013 - September 2013
Job Financial Planner
Industry Financial Services
Experience
Financial Connections Group, Inc. November 2013 - Present
NestWise May 2013 - September 2013
Vanguard November 2010 - May 2013
Vanguard May 2004 - November 2010
Skills
Retirement Planning, Financial Planners, Series 63, Security Analysis, Business Development, Investments, Series 7, Asset Allocation, Stock Compensation, Small Business..., Mutual Funds, Series 6
Education
Creighton University 2009 — 2011
Masters, Security Analyis Portfolio Management
The American University of Paris 2000 — 2002
International Economics
Arizona State University
BS, Economics
Financial Connections Group, Inc. November 2013 - Present
NestWise May 2013 - September 2013
Vanguard November 2010 - May 2013
Vanguard May 2004 - November 2010
Skills
Retirement Planning, Financial Planners, Series 63, Security Analysis, Business Development, Investments, Series 7, Asset Allocation, Stock Compensation, Small Business..., Mutual Funds, Series 6
Education
Creighton University 2009 — 2011
Masters, Security Analyis Portfolio Management
The American University of Paris 2000 — 2002
International Economics
Arizona State University
BS, Economics