NettWorth Financial Group

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NettWorth Financial Group Employees

Employee
Years
Job
Industry
Jaqlyn Lullo Jaqlyn Lullo Houston, Texas Area Details
Jaqlyn Lullo's NettWorth Financial Group Experience June 2008 - June 2014
Job Tax Accountant at J.M. Trippon & Company C.P.A.s
Industry Accounting
Experience
J.M. Trippon & Company C.P.A.s   July 2014 - Present
NettWorth Financial Group   June 2008 - June 2014
E.J. Ourso College of Business   August 2011 - April 2012

Skills
Microsoft Excel, Microsoft Office, Databases, Research, Public Speaking, Social Media, Nonprofits, Microsoft Word, Event Planning, Customer Service, Marketing, Fundraising, Social Networking, Data Entry, Event Management

Education
Louisiana State University   2010 — 2014
Business, Accounting

Cesar Macedo MBA, CFP™ Cesar Macedo MBA, CFP™ Greater Los Angeles Area Details
Cesar Macedo MBA, CFP™'s NettWorth Financial Group Experience May 2013 - October 2014
Job Financial Advisor
Industry Financial Services
Experience
LPL Financial  October 2007 - Present
NettWorth Financial Group   May 2013 - October 2014
LPL Financial  July 2007 - May 2013
WaMU/WM Financial Services   October 1998 - July 2007
Wells Fargo Bank  June 1996 - January 1998

Skills
Retirement Planning, Wealth Management, Retirement, Life Insurance, Investments, Asset Allocation, Financial Advisory, 401k, Financial Planning, Securities

Education
California State University-Long Beach - College of Business Administration   2005 — 2007
MBA, Business Administration and Management, General

University of California, Irvine   2002 — 2004
Certificate, Personal Financial Planning

University of California, Santa Cruz   1991 — 1996
BA, Economics

Todd DePinto Todd DePinto Greensboro/Winston-Salem, North Carolina Area Details
Todd DePinto's NettWorth Financial Group Experience January 2004 - January 2008
Job Financial Executive at Pilot Financial
Industry Financial Services
Experience
Pilot Financial  January 2008 - Present
NettWorth Financial Group   January 2004 - January 2008
Transamerica Financial Advisors, Inc.   February 1996 - January 2004
CUNA Mutual Group  December 1991 - February 1996
Prudential Financial  December 1986 - December 1991

Skills
Retirement Planning, Retirement, 401k, Estate Planning, IRAs, Financial Services, Asset Allocation, Finance, Investments, Life Insurance, Long-term Care, Securities, 401k Rollovers, Series 6, Disability Insurance, Investment Strategies, Strategic Financial..., Employee Benefits, Wealth Management, Fixed Annuities, Uniform Combined State..., Wealth Accumulation, Insurance, Asset Management, Alternative Investments, Pensions, Series 63, Mutual Funds, Series 7, Wealth, Variable Annuities, Roth IRA, Portfolio Management, Long Term Care Insurance, IRA's, Long Term Care, Financial Planning, Leadership

Education
Bradley University   1982 — 1986
Public Relations/Journalism, Public Relations and Marketing emphasis

Limestone High School

Stefania Lawson Stefania Lawson Fort Mill, South Carolina Details
Stefania Lawson's NettWorth Financial Group Experience August 2009 - April 2011
Job FItness Coordinator, Wellness Programmer at ASCG Rec. Complex : AFAA Certified Personal Trainer, WSI
Industry Recreational Facilities and Services
Experience
Anne Springs Greenway Recreation COmplex   April 2011 - Present
NettWorth Financial Group   August 2009 - April 2011
My Gym Children's Fitness Center Northeast Columbia   January 2009 - January 2010

Skills
Cpr Certified, Microsoft Office, Typing, Lifeguarding, Water Safety Instructor, TRX Suspension Training, Social Media Marketing, Customer Service, Program Management, Staff Management, AFAA Certified Personal...

Education
Winthrop University   2004 — 2009
Bachelor of Science (BS), Fitness/ Wellness

Midlands Technical College

Joseph Giangiulio Joseph Giangiulio Dallas/Fort Worth Area Details
Joseph Giangiulio's NettWorth Financial Group Experience January 2004 - Present
Job Experienced & Trusted Advisor
Industry Financial Services
Experience
NettWorth Financial Group   January 2004 - Present
FSC Securities Corporation  January 2004 - Present
Joseph Giangiulio,CPA/PFS, CFP   1982 - Present
Financial Network Investment Corporation  January 1989 - December 2003
Financial Network Investment Corporation, Member SIPC  July 1983 - December 1989

Skills
Strategic Financial..., Financial Planners, Finance, Financial Services, Portfolio Management, Asset Management, Small Business, Personal Finance, CPA, Retirement, Customer Service, Investments, Executive Positions, Retirement Planning, Tax, Management Consulting, Asset Managment, IRAs, Financial Advisory

Education
Shippensburg University of Pennsylvania   1971 — 1975
Bachelor of Applied Science (BASc), Business Administration and Management, General

Brenda Speer CFP®, ChFC®, CLU® Brenda Speer CFP®, ChFC®, CLU® Pulaski, Tennessee Details
Brenda Speer CFP®, ChFC®, CLU®'s NettWorth Financial Group Experience June 2009 - Present
Job Certified Financial Planner at NettWorth Financial Group
Industry Financial Services
Experience
NettWorth Financial Group   June 2009 - Present
Partner  1999 - Present

Skills
Estate Planning, Project Management, Disability Insurance, Customer Service, Fixed Annuities, Long-term Care, Microsoft Office, Marketing, Investments, Retirement Planning, New Business Development, Strategic Planning, Strategic Financial..., Term Life Insurance, Retirement, Life Insurance

Education
Belmont University   2002 — 2003
Certificate, Financial Planning

University of Tennessee-Knoxville   1974 — 1978
BS, Finance/Banking

Giles County High School

Jon L. Bowles Jon L. Bowles Pasadena, California Details
Jon L. Bowles's NettWorth Financial Group Experience December 2012 - Present
Job Making Investments Make Sense
Industry Financial Services
Experience
NettWorth Financial Group   December 2012 - Present
JLB Financial Inc.   November 2009 - Present
Mid City Business Source   2012 - 2013
JLB Financial Inc.   2009 - 2012
Citi  March 2003 - November 2009
Penn Mutual  2008 - 2009
Penn Mutual  2008 - 2009
Penn Mutual  2008 - 2009
Morgan Stanley  November 1997 - February 2003
Important Disclosure   December 1995 - December 1996

Skills
Retirement Income..., Tax free retirement..., Measured Wealth..., Retirement Planning, Wealth Management, Create more net..., Retirement, Lifetime, Income, Strategic Financial..., Series 63, Investments, Mutual Funds, Wealth, Financial Planners, Estate Planning, 401k, Investment Advisory, Financial Advisory, Series 7, Securities, Fixed Annuities, Options, Insurance, Life Insurance, Mortgage Lending, Alternative Investments, Asset Allocation, FINRA, Finance, Wealth Management..., Investment Strategies, IRAs, Series 6, Long-term Care

Education
UCLA Extension Certificate - Personal Financial program   2005 — 2007
Personal Financial Planning Designate, Certificate program

UCLA
Bachelor of Arts, History

Sarah Benton Walker Sarah Benton Walker Birmingham, Alabama Area Details
Sarah Benton Walker's NettWorth Financial Group Experience August 2004 - November 2011
Job Partner/ Financial Advisor at BoggsBenton Wealth Advisors
Industry Financial Services
Experience
American Retirement Solutions   January 2015 - Present
BoggsBenton Wealth Advisors   October 2011 - Present
NettWorth Financial Group   August 2004 - November 2011

Skills
Retirement Planning, Strategic Financial..., Fixed Annuities, Financial Advisory, Retirement, Financial Analysis, Estate Planning, Series 7, Customer Service, New Business Development, Marketing, Fundraising, Public Speaking, Investment Strategies, Nonprofits, Leadership, Marketing Strategy, Asset Allocation, Non-profits

Education
Georgia State University - J. Mack Robinson College of Business   2000 — 2004
Bachelors of Science, International Finance

St. Andrew's Episcopal School   1986 — 1998
4th-12th grade

Kwani (Anderson Dickerson) Carson Kwani (Anderson Dickerson) Carson Birmingham, Alabama Area Details
Kwani (Anderson Dickerson) Carson's NettWorth Financial Group Experience 2006 - 2006
Job Assistant to Mayor William A. Bell, Sr. Mayor's Office Community Development at City of Birmingham
Industry Government Relations
Experience
City of Birmingham - Mayor's Office - Community Development   July 2013 - Present
City of Birmingham - Division of Youth Services (DYS)   January 2010 - July 2013
Public Relations - Marketing   2003 - 2009
NettWorth Financial Group   2006 - 2006
Alabama Ballet  2005 - 2006
Employer Benefits Consulting, LLC   2004 - 2005
Advertising Agency  2003 - 2004
Clear Channel Radio  2002 - 2003
Sinclair Broadcast Group  2001 - 2002
Computer Science and Information Science College   2000 - 2001

Skills
Event Planning, Public Relations, Social Media, Media Relations, Social Media Marketing, Copywriting, Social Networking, Strategic Communications, Public Speaking, Event Management, Non-profits, Fundraising, Microsoft Office, Customer Service, Microsoft Excel, Coaching, System Administration, Healthcare, Press Releases, Marketing Communications, Newsletters, Publicity, Community Development, Community Outreach, Community Strategy, Email Marketing, Policy, Advertising, Blogging, Ap Style, Editing, Speech Writing, Copy Editing, Sales&Marketing, Training, Government Liasioning, Governmental Affairs, Marketing, Grant Writing, Volunteer Management, Proposal Writing, Research, Nonprofits, Leadership, AP Style, Politics, Government, Facebook, Program Development, Policy Analysis

Education
The University of Alabama - Tuscaloosa   1985 — 1989
B.A., Political Science/English

The University of Alabama - Tuscaloosa   1985 — 1987
B.A., Political Science

Ramsay High School   1982 — 1985
College Prep

University of Alabama at Birmingham
Summer Study

Abby Medley Abby Medley Chattanooga, Tennessee Area Details
Abby Medley's NettWorth Financial Group Experience June 2007 - June 2009
Job Executive Director
Industry Health, Wellness and Fitness
Experience
Elmcroft Senior Living  March 2012 - Present
NettWorth Financial Group   June 2007 - June 2009
Merrill Lynch  August 2006 - June 2007
Outback Steakhouse  December 2004 - October 2006

Skills
Customer Service, Sales Management, Forecasting, Social Media Marketing, Management, Marketing, Event Planning

Education
The University of Tennessee at Chattanooga   2009 — 2011
Masters of Business Administration, Marketing/Finance

Samford University   2003 — 2007
Bachelor of Science, Business Administration with a focus in Marketing

Russell Lichty Russell Lichty Mukilteo, Washington Details
Russell Lichty's NettWorth Financial Group Experience September 2010 - Present
Job Financial Services Professional
Industry Financial Services
Experience
NettWorth Financial Group   September 2010 - Present

Skills
Retirement Planning, Finance, Financial Risk, Investments, Securities, Customer Service, Financial Advisory, Retirement, Mutual Funds, Strategic Financial..., Investment Advisory

Education
Central Washington University   1980 — 1984
Bachelors, Business-Finance

Nissa Wise Nissa Wise Atlanta, Georgia Details
Nissa Wise's NettWorth Financial Group Experience March 2014 - November 2014
Job Executive Assistant to CEO
Industry Executive Office
Experience
New Source   November 2014 - Present
NettWorth Financial Group   March 2014 - November 2014
Link Engineering Company  December 2011 - March 2014
MICHIGAN CUSTOM MACHINES, INC   April 2007 - December 2011
Mueller Industries  January 2000 - April 2007
Mueller Industries  August 1996 - January 2000

Skills
Administrative..., Microsoft Office, Office Management, Outlook, Customer Service, Purchasing, Management, Sales, Travel Planning, High Level Of..., Research, File Management, Spreadsheets, PowerPoint, Office Administration, Team Coordination, Human Resources, OneNote, Proofreading, Meeting Planning, Work Independently with..., Handle Confidential..., iPhone, Executive Calendar..., Expense Reports, Meeting Scheduling, Process Improvement, Mac OS, Software Updates, Contact Management, Delegation, Handle Multiple..., iPad, Office Equipment..., Diligent, Client Rapport, Friendly Personality, Executive Level..., Executive..., Virtual Administrative..., Interact with All..., High level of..., Assisting Executives, Event Planning, Managing Workflow, 5S, Executive Appointments, Heavy Calendaring, Interviews, Business Correspondence

Education
Baker College Business and Corporate Services   2009 — 2012
Bachelor's in Business Administration

Baker College Business and Corporate Services   1997 — 2000
Associates

St. Clair High School   1992 — 1996
State Endorsed High School Diploma

Mannequin Modeling Agency   1992 — 1994
Professional Modeling

Brad Lathrop Brad Lathrop Greater Atlanta Area Details
Brad Lathrop's NettWorth Financial Group Experience 2012 - 2012
Job Client Consultant at Run Consultants
Industry Marketing and Advertising
Experience
Run Consultants  March 2015 - Present
FoxMetrics   November 2014 - February 2015
McKesson Health IT (RelayHealth)   May 2014 - August 2014
IMG  August 2013 - December 2013
Children's Healthcare of Atlanta  June 2013 - July 2013
Merrill Lynch  June 2012 - August 2012
NettWorth Financial Group   2012 - 2012
National Commission on Certification of Physician's Assitants   June 2011 - July 2011
North Fulton Community Charities  2008 - 2010

Skills
Spanish, Leadership, Public Speaking, PowerPoint, Time Management, Marketing, Microsoft Office, Social Media, Public Relations, Event Planning, Microsoft Word, Research, Social Media Marketing, Social Networking, Writing, Community Outreach, Customer Service, Teamwork, Nonprofits, Fundraising, Program Development, Leadership Development, Creative Problem Solving, Blogging, Innovation, Market Research

Education
The University of Georgia   2011 — 2015
Bachelor of Business Administration (B.B.A.), Cum Laude - International Business co-major, Marketing major, Spanish minor

West Forsyth High School   2007 — 2011

Andrea Wilde Andrea Wilde Houston, Texas Details
Andrea Wilde's NettWorth Financial Group Experience May 2011 - September 2014
Job Linscomb & Williams
Industry Financial Services
Experience
Linscomb & Williams  October 2014 - Present
NettWorth Financial Group   May 2011 - September 2014
Goldwasser Real Estate  March 2010 - April 2011
Goldwasser Real Estate  2010 - 2010
Louis Shanks of Texas  March 2008 - May 2009

Education
Texas State University   2003 — 2007
Bachelors, Interior Design

Amanda Craig Amanda Craig Greater Atlanta Area Details
Amanda Craig's NettWorth Financial Group Experience November 2013 - October 2014
Job Client Engagement Manager at FitMetrix
Industry Management Consulting
Experience
FitMetrix   July 2015 - Present
Apogee Interactive  October 2014 - July 2015
NettWorth Financial Group   November 2013 - October 2014
Butler Enterprises, Venture Capital   January 2013 - December 2013
Minerva Beauty, Inc   May 2007 - September 2012
Jack E. Harrell Jr., P.C   January 2007 - May 2007
Gwinnett County Juvenile Court  August 2006 - January 2007

Skills
Marketing Strategy, Process Improvement, Team Leadership, Social Media, Account Management, Product Development, Strategy, Business Development, Sales, Project Management, Leadership, Marketing, Management, Online Marketing, Social Media Marketing, Time Management, Social Networking, Facebook, Marketing Communications, Microsoft Office, Event Planning, PowerPoint, Event Management, Customer Service

Education
Georgia Southern University   2008 — 2012
BBA Entrepeneurship & Small Business Management, Business

Grayson High School   2004 — 2008

Vanessa Alas Vanessa Alas Los Angeles, California Details
Vanessa Alas's NettWorth Financial Group Experience February 2011 - Present
Job Executive Assistant NettWorth Financial Group
Industry Financial Services
Experience
NettWorth Financial Group   February 2011 - Present
L.A. River Theater Company   January 2011 - February 2011
Disability Rights California  September 2009 - January 2011

Skills
Theatre, Commercials, Film, Entertainment, Feature Films, Art, Social Media, Event Management, Screenwriting, Acting, Video Production, Film Production, Marketing Strategy, Performing Arts, Event Planning, Management, Video, Social Networking, Editing, Television, Bilingual-Spanish, Soccer 15+ years, Creative Writing, Executive..., Marketing

Education
University of California, San Diego   2006 — 2009
Theater and Communications Degree

Teresa Harvey Teresa Harvey Provo, Utah Details
Teresa Harvey's NettWorth Financial Group Experience August 2004 - January 2013
Job Business Owner at Wisteria Cottage Day Spa
Industry Financial Services
Experience
Wisteria Cottage Day Spa   February 2014 - Present
Squire Wealth Advisors   January 2013 - Present
Studio 17 Salon   March 2015 - June 2015
NettWorth Financial Group   August 2004 - January 2013
Wencor  August 1991 - November 1994
Re/Max Showplace Real Estate   August 1990 - November 1992

Skills
Customer Service, Social Networking, Microsoft Office, Microsoft Excel, Data Analysis, Microsoft Word, Online Marketing, Data Entry, Social Media, Event Planning, Organized Multi-tasker, Organized self-starter, Computer Proficiency, Typing, Strongly self-motivated, Customer Satisfaction, Compliance, Marketing Communications, Public Relations, Relationship Management, Relationship Marketing, Time Management, Social Media Marketing, CRM, Data Privacy, Privacy Compliance, Privacy Protection, Data Mining, Database Administration, Forms, Sales Presentations, CRM databases, Event Management, Corporate Events, Client Development, Client Liaison, Client Education, Client Counseling, Manage Client..., Global Client Management, Customer Oriented

Education
Mountainland Applied Technology College   2013 — 2014
Nail Technician, Nail Technician/Specialist and Manicurist

Latter-day Saints Business College   1989 — 1991
Bachelor of Business Administration (BBA), Business Administration and Management, General

Jordan Valley Technical Center   1988 — 1989
Advanced Business Management Training Course, Business Administration and Management, General, A-

Church Educational System   1986 — 1989
Church of Jesus Christ of Latter-Day Saint, Religion/Religious Studies, A

West Jordan High School   1986 — 1989
General Education, General Education, 3.619

Chelsea Cosby Chelsea Cosby Pulaski, Tennessee Details
Chelsea Cosby's NettWorth Financial Group Experience March 2013 - Present
Job Insurance Agent at Charlotte C. Martin Insurance
Industry Accounting
Experience
Charlotte C. Martin Insurance   September 2013 - Present
NettWorth Financial Group   March 2013 - Present
Hastings Entertainment  July 2012 - January 2013
University of Tennessee TeleFund   January 2009 - May 2009
Pulaski Performing Arts Center   August 2007 - May 2008
Pulaski Performing Arts Center   August 2005 - May 2008

Skills
Life & Health Insurance..., Affordable Care Act, Customer Service, Client Correspondence, Client Confidentiality, Event Planning, Seminar Marketing, Microsoft Excel, Administrative Work, Data Entry, Accounting

Education
Middle Tennessee State University   2009 — 2012
Bachelor of Business Administration (B.B.A.), Accounting

Giles County High School   2004 — 2008
High School

Robert Lon Hurst Robert Lon Hurst Greater Atlanta Area Details
Robert Lon Hurst's NettWorth Financial Group Experience February 2007 - Present
Job Marketing Director
Industry Financial Services
Experience
Midway United Methodist Church   July 2009 - Present
Nettworth Financial Group   February 2007 - Present
KSL Concepts, Inc.   July 2006 - January 2007
Chambers Academy   June 2004 - July 2006
Chambers Academy   June 2004 - July 2006

Skills
Marketing, Strategic Planning, Retirement Planning, Social Media Marketing, Coaching, New Business Development, Event Planning, Customer Service, Social Media, Public Speaking, Microsoft Office, Management, Business Strategy, Training, Sales Management, Sales, Team Leadership, Team Building, Mergers & Acquisitions, Microsoft Excel, Leadership, Negotiation, Nonprofits, Project Management

Education
Auburn University at Montgomery   2002 — 2004
Master, Secondary Education History

Huntingdon College   1998 — 2002
Bachelor of Arts (BA), History

Donna Castleberry Donna Castleberry Alpharetta, Georgia Details
Donna Castleberry's NettWorth Financial Group Experience June 2004 - Present
Job Director of Advisor Services at NettWorth Advisor Group
Industry Financial Services
Experience
NettWorth Financial Group   June 2004 - Present
Lanier Industries   1999 - 2004

Skills
Customer Service, Microsoft Office, New Business Development, Marketing, Event Planning, Public Speaking, Social Media, Strategic Planning

Education
Gainesville State College

Rob Burnham Rob Burnham Greater Philadelphia Area Details
Rob Burnham's NettWorth Financial Group Experience February 2015 - Present
Job Financial Advisor at NettWorth Financial Group
Industry Financial Services
Experience
NettWorth Financial Group   February 2015 - Present
Burnham Financial Services   January 2010 - Present
Ward Associates  June 2007 - January 2010
Capital Analysts, Inc.   June 2003 - January 2010
Capital Analysts Incorporated  July 2003 - June 2007
The Concord Equity Group   January 2000 - June 2003

Skills
Long Term Care Insurance, Life Insurance, Retirement, Wealth, Health Insurance, Investments, Retirement Planning, 401k, Fixed Annuities, Sales Management, Sales, Insurance, Small Business, Securities, Management, Financial Advisory, Training, Financial Services, Financial Planners, Portfolio Management, Fundraising, Public Speaking, Strategic Planning, Leadership

Education
Eastern University   2006 — 2007
BA, Organizational Management

Brittany Chapman Brittany Chapman Greater Atlanta Area Details
Brittany Chapman's NettWorth Financial Group Experience December 2008 - May 2010
Job Administrative & Leasing Manager at JJ&H Inc.
Industry Real Estate
Experience
JJ&H Inc.   January 2005 - Present
Vintage & Vogue   January 2013 - April 2013
NettWorth Financial Group   December 2008 - May 2010

Skills
Marketing, Event Planning, Event Management, Social Media Marketing, Social Media, Advertising, Customer Service, Fundraising, Nonprofits

Education
North Georgia College and State University

Strayer University-Georgia

Chayah Traphagan Chayah Traphagan Indianapolis, Indiana Area Details
Chayah Traphagan's NettWorth Financial Group Experience 2015 - Present
Job Owner at CMT Tax & Accounting Services
Industry Accounting
Experience
CMT Tax & Accounting Services   January 2015 - Present
NettWorth Financial Group   2015 - Present
PwC  October 2010 - October 2014

Skills
Accounting, PowerPoint, Analysis, Microsoft Office, Lotus Notes

Education
Indiana University-Purdue University at Indianapolis   2005 — 2010
Business, Accounting, Finance, International Studies

Jason Galardy Jason Galardy Aliso Viejo, California Details
Jason Galardy's NettWorth Financial Group Experience January 2014 - Present
Job Vice President at NettWorth Financial Group
Industry Financial Services
Experience
NettWorth Financial Group   January 2014 - Present
Trilogy Financial Services  February 2009 - January 2014
The Ayco Company, L.P., a Goldman Sachs Company   July 2005 - November 2008

Education
University of Maryland College Park   2001 — 2005
Bachelor of Arts (BA), Finance

Teresa 'Tess' Decker Teresa 'Tess' Decker Noblesville, Indiana Details
Teresa 'Tess' Decker's NettWorth Financial Group Experience 2011 - 2013
Job Founder Pet Care Provider at Hearts 2 Paws
Industry Financial Services
Experience
NettWorth Financial Group   2011 - 2013
The Fountain Law Firm   February 2003 - March 2007

Skills
Marketing

Education
Ball State University   1982 — 1983
Music

Muncie Northside High
General Studies, Music, Theater/Drama/Comedy