Next Financial
Industry: Company
DescriptionHeadquarters: Houston, TX Founded: 1998 Parent organization: NEXT Financial Holdings, Inc. Subsidiary: Next Financial Group, Inc., Asset Management Arm
Next Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Next Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Next Financial Employees
Employee
Years
Job
Industry
Libby Fogg Libby Fogg's Next Financial Experience October 2012 - March 2013
Job Paraplanner at Begay & Associates
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2013 - Present
Next Financial October 2012 - March 2013
TIAA-CREF July 2012 - August 2012
Wells Fargo November 2010 - December 2010
Wachovia, A Wells Fargo Company February 2007 - September 2010
Wachovia February 2004 - February 2007
Wachovia September 2002 - February 2004
Van Kampen Investments (within VK Trust Company) February 2000 - July 2002
Van Kampen Funds July 1998 - January 2000
Bank One January 1997 - January 1998
Education
Keller Graduate School of Management of DeVry University 2000 — 2004
MBA, Taxation & Accountancy
University of Houston 1991 — 1996
Bachelor of Arts, Psychology
Schreiner University 1990 — 1991
English
Aransas Pass High School 1986 — 1990
High School
Ameriprise Financial Services, Inc. September 2013 - Present
Next Financial October 2012 - March 2013
TIAA-CREF July 2012 - August 2012
Wells Fargo November 2010 - December 2010
Wachovia, A Wells Fargo Company February 2007 - September 2010
Wachovia February 2004 - February 2007
Wachovia September 2002 - February 2004
Van Kampen Investments (within VK Trust Company) February 2000 - July 2002
Van Kampen Funds July 1998 - January 2000
Bank One January 1997 - January 1998
Education
Keller Graduate School of Management of DeVry University 2000 — 2004
MBA, Taxation & Accountancy
University of Houston 1991 — 1996
Bachelor of Arts, Psychology
Schreiner University 1990 — 1991
English
Aransas Pass High School 1986 — 1990
High School
Doris Kanady Doris Kanady's Next Financial Experience February 2009 - February 2014
Job Accountant
Industry Financial Services
Experience
Next Financial February 2009 - February 2014
Internal Revenue Service January 2007 - December 2007
Skills
Strategic Financial..., Finance, PeopleSoft, Banking, Fixed Assets, Cash Flow Forecasting, SEC filings, Journal Entries, Auditing, Analysis, General Ledger, Financial Planning, Financial Accounting, Bank Reconciliation
Education
University of Houston-Downtown 2002 — 2005
Bachelor, Accounting
Next Financial February 2009 - February 2014
Internal Revenue Service January 2007 - December 2007
Skills
Strategic Financial..., Finance, PeopleSoft, Banking, Fixed Assets, Cash Flow Forecasting, SEC filings, Journal Entries, Auditing, Analysis, General Ledger, Financial Planning, Financial Accounting, Bank Reconciliation
Education
University of Houston-Downtown 2002 — 2005
Bachelor, Accounting
Brad George MBA Brad George MBA's Next Financial Experience October 2008 - August 2010
Job Field HSE Advisor, ExxonMobil Chemical Co.
Industry Oil & Energy
Experience
EXXONMOBIL CHEMICAL CO September 2015 - Present
Scientific Drilling June 2015 - August 2015
Aker Solutions May 2013 - June 2015
Spitzer Industries, Inc. September 2012 - May 2013
HMC Instrumentation & Controls October 2010 - October 2012
Next Financial October 2008 - August 2010
United States Navy May 2000 - May 2004
Skills
Training and Development, Quality Systems, Quality Auditing, HSE auditing, Process Safety, Safety Management..., Curriculum Development, Employee Training, Quality System, Software Documentation, Petroleum, Leadership, Management, Occupational Health, Training, Incident Investigation, Workplace Safety, Industrial Safety, Inspection, Behavior Based Safety, Safety Training, Instructor-led Training, Accident Investigation, Continuous Improvement, Construction Safety, EHS, Emergency Management, Energy Industry, Environmental Awareness, Environmental..., Fire Safety, Firefighting, Gas, HAZOP, Hazard Analysis, Hazard Identification, Hazard Recognition, Hazardous Materials, Hazardous Waste..., ISO 14001, Oil/Gas, Onshore, Program Management, Risk Assessment, Root Cause Analysis, Supervisory Skills, Oil & Gas Industry, Drilling, Offshore Drilling, Petrochemical
Education
Jones International University 2007 — 2013
MBA, Negotiation & Conflict Management
Southern Illinois University, Carbondale 2001 — 2004
BS, Workforce Education and Curriculum Development
Sam Houston State University 1986 — 1991
None
Cy-Fair 1982 — 1986
High school Diploma, General
EXXONMOBIL CHEMICAL CO September 2015 - Present
Scientific Drilling June 2015 - August 2015
Aker Solutions May 2013 - June 2015
Spitzer Industries, Inc. September 2012 - May 2013
HMC Instrumentation & Controls October 2010 - October 2012
Next Financial October 2008 - August 2010
United States Navy May 2000 - May 2004
Skills
Training and Development, Quality Systems, Quality Auditing, HSE auditing, Process Safety, Safety Management..., Curriculum Development, Employee Training, Quality System, Software Documentation, Petroleum, Leadership, Management, Occupational Health, Training, Incident Investigation, Workplace Safety, Industrial Safety, Inspection, Behavior Based Safety, Safety Training, Instructor-led Training, Accident Investigation, Continuous Improvement, Construction Safety, EHS, Emergency Management, Energy Industry, Environmental Awareness, Environmental..., Fire Safety, Firefighting, Gas, HAZOP, Hazard Analysis, Hazard Identification, Hazard Recognition, Hazardous Materials, Hazardous Waste..., ISO 14001, Oil/Gas, Onshore, Program Management, Risk Assessment, Root Cause Analysis, Supervisory Skills, Oil & Gas Industry, Drilling, Offshore Drilling, Petrochemical
Education
Jones International University 2007 — 2013
MBA, Negotiation & Conflict Management
Southern Illinois University, Carbondale 2001 — 2004
BS, Workforce Education and Curriculum Development
Sam Houston State University 1986 — 1991
None
Cy-Fair 1982 — 1986
High school Diploma, General
Larry Kushner Larry Kushner's Next Financial Experience January 2009 - Present
Job President at Cornerstone Wealth Management Group
Industry Financial Services
Experience
Cornerstone Wealth Management Group January 2009 - Present
NEXT Financial January 2009 - Present
Air Solutions East January 2001 - Present
Ameriprise Financial August 2005 - January 2009
Trane September 1993 - January 2001
Education
Hofstra University
M.B.A., Management
New York University, Polytechnic School of Engineering
B.S., Operations Research and Systems Engineering
Cornerstone Wealth Management Group January 2009 - Present
NEXT Financial January 2009 - Present
Air Solutions East January 2001 - Present
Ameriprise Financial August 2005 - January 2009
Trane September 1993 - January 2001
Education
Hofstra University
M.B.A., Management
New York University, Polytechnic School of Engineering
B.S., Operations Research and Systems Engineering
Raymundo Lopez Raymundo Lopez's Next Financial Experience September 2008 - September 2011
Job Manager of Software Development at Spring Branch ISD
Industry Information Technology and Services
Experience
Spring Branch ISD June 2013 - Present
RealEC Technologies March 2013 - June 2013
YES Prep Public Schools September 2011 - February 2013
Next Financial September 2008 - September 2011
Perficient, Inc. September 2008 - July 2009
Next Financial 2008 - 2009
Softtek Integration Systems June 2007 - September 2008
PreCheck 2007 - 2008
Getronics January 2006 - June 2007
GE Commercial Finance at Softtek 2007 - 2007
Skills
.NET, WCF Services, Custom Web Parts, AJAX Frameworks, C#, SharePoint development, SharePoint..., WCF RIA Services, Project Management, Scrum, Project Planning, Department Budgeting, SOA, Enterprise Architecture, SharePoint Branding, Software Project..., Software Architectural..., Silverlight, Lync 2010 Development, MVC, Enterprise Software
Education
Universidad Autónoma Metropolitana 1995 — 2000
Bachelor of Science, Computational Engineering
Spring Branch ISD June 2013 - Present
RealEC Technologies March 2013 - June 2013
YES Prep Public Schools September 2011 - February 2013
Next Financial September 2008 - September 2011
Perficient, Inc. September 2008 - July 2009
Next Financial 2008 - 2009
Softtek Integration Systems June 2007 - September 2008
PreCheck 2007 - 2008
Getronics January 2006 - June 2007
GE Commercial Finance at Softtek 2007 - 2007
Skills
.NET, WCF Services, Custom Web Parts, AJAX Frameworks, C#, SharePoint development, SharePoint..., WCF RIA Services, Project Management, Scrum, Project Planning, Department Budgeting, SOA, Enterprise Architecture, SharePoint Branding, Software Project..., Software Architectural..., Silverlight, Lync 2010 Development, MVC, Enterprise Software
Education
Universidad Autónoma Metropolitana 1995 — 2000
Bachelor of Science, Computational Engineering
James Lorence James Lorence's Next Financial Experience January 2000 - Present
Job President at Lorence & Vander Zwart
Industry Financial Services
Experience
Lorence & Vander Zwart 1985 - Present
Next Financial January 2000 - Present
Education
Cornerstone University
Lorence & Vander Zwart 1985 - Present
Next Financial January 2000 - Present
Education
Cornerstone University
Dirk D. Rabenold Dirk D. Rabenold's Next Financial Experience August 2007 - Present
Job Investment Advisor Representative & Certified Financial Planner(tm) with Rabenold Wealth Management, Inc.
Industry Financial Services
Experience
Next Financial August 2007 - Present
Smith Barney and Prudential Securities October 1986 - August 2007
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Investments, Insurance, Employee Benefits, Wealth Management, Investment Advisory, Series 7, Wealth Management...
Education
Canisius College
Bachelor's of Science, Business Administration and Management, General
Next Financial August 2007 - Present
Smith Barney and Prudential Securities October 1986 - August 2007
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Investments, Insurance, Employee Benefits, Wealth Management, Investment Advisory, Series 7, Wealth Management...
Education
Canisius College
Bachelor's of Science, Business Administration and Management, General
Cyndi Hunley Cyndi Hunley's Next Financial Experience July 2012 - Present
Job Licensing Specialist
Industry Financial Services
Experience
Next Financial July 2012 - Present
is seeking a position March 2012 - July 2012
Morgan Stanley Smith Barney April 1999 - October 2011
Bank of America May 1989 - November 1998
Citi January 1984 - May 1989
Skills
DTC, Investment Operations, Accounts Payable, Accounts Receivable, Microsoft Works, Fax, Scheduling, Scanners, Customer Relations, Customer Service, Reconciliation, Investment Banking, Excel, PowerPoint, Outlook, Microsoft Excel, Securities, Sales, Mutual Funds, Insurance, Process Scheduler, Account Reconciliation, Financial Analysis, Investments, Finance, Data Entry, Accounting, Financial Services, Strategic Financial..., FINRA, Banking, Asset Management, Risk Management, Series 24, Series 7, Financial Planning
Education
Marshall University 1974 — 1976
Business
Bridgewayter Raritan HS East 1970 — 1974
Diploma, College Prep, 3.0
Next Financial July 2012 - Present
is seeking a position March 2012 - July 2012
Morgan Stanley Smith Barney April 1999 - October 2011
Bank of America May 1989 - November 1998
Citi January 1984 - May 1989
Skills
DTC, Investment Operations, Accounts Payable, Accounts Receivable, Microsoft Works, Fax, Scheduling, Scanners, Customer Relations, Customer Service, Reconciliation, Investment Banking, Excel, PowerPoint, Outlook, Microsoft Excel, Securities, Sales, Mutual Funds, Insurance, Process Scheduler, Account Reconciliation, Financial Analysis, Investments, Finance, Data Entry, Accounting, Financial Services, Strategic Financial..., FINRA, Banking, Asset Management, Risk Management, Series 24, Series 7, Financial Planning
Education
Marshall University 1974 — 1976
Business
Bridgewayter Raritan HS East 1970 — 1974
Diploma, College Prep, 3.0
Rick Carter, CLU, ChFC, MBA, Mediator's Next Financial Experience January 2008 - September 2009
Job Insurance Agent: Life, Health, Long Term Care, Business Development Associate Pivotal Funding Group, Inc. 2103677909
Industry Financial Services
Experience
Rick Carter, CLU, ChFC, MBA, Mediator August 1979 - Present
Messer Financial Group November 2010 - Present
Hill Country Alternative Dispute Resolution Center August 2010 - Present
Pinnacle Benefits Group August 2010 - Present
Rick Carter, CLU, ChFC January 2010 - Present
Health Care Financial Management August 1979 - Present
USA Benefits Group April 2010 - January 2011
Next Financial January 2008 - September 2009
Questar Capital October 2005 - January 2008
Franklin Life/American General/American International Group October 1998 - October 2005
Skills
Social Media, Mediation, Insurance, Investments, Retirement, Securities, Estate Planning, Fixed Annuities, Life Insurance, Small Business, Strategic Financial..., Finance, Retirement Planning, Health Insurance, Business Development, Management, Negotiation, Disability Insurance, Long-term Care, Real Estate, Training, Sales, Team Building, Fundraising, Business Planning, New Business Development, Marketing, Medicare, Employee Benefits, Term Life Insurance, Leadership, Wealth Management, Underwriting, Critical Illness, Risk Management, General Insurance, Wealth, Financial Advisory, Customer Retention, Executive Management, Asset Management, Financial Planners, Business, Annuities, Financial Planning, Strategic Planning, Public Speaking, Customer Service, Marketing Strategy, Public Relations
Education
St. Mary's University 1989 — 1991
MBA, Finance/Operations Management
Bryn Mawr College 1988 — 1989
ChFC, Financial Planning
Bryn Mawr College 1987 — 1988
CLU, Insurance Underwriting
Texas State University (formerly Southwest Texas State University) 1976 — 1979
Finance; Bachelors, Operations Management; Accounting, Economics, Business Policy; Business Administration
Texas State University-San Marcos 1976 — 1979
BBA, Marketing
W.T. White and Skyline High Schools 1972 — 1976
General Curriculum/Medical Cluster, General Curriculum/Medical Cluster
Rick Carter, CLU, ChFC, MBA, Mediator August 1979 - Present
Messer Financial Group November 2010 - Present
Hill Country Alternative Dispute Resolution Center August 2010 - Present
Pinnacle Benefits Group August 2010 - Present
Rick Carter, CLU, ChFC January 2010 - Present
Health Care Financial Management August 1979 - Present
USA Benefits Group April 2010 - January 2011
Next Financial January 2008 - September 2009
Questar Capital October 2005 - January 2008
Franklin Life/American General/American International Group October 1998 - October 2005
Skills
Social Media, Mediation, Insurance, Investments, Retirement, Securities, Estate Planning, Fixed Annuities, Life Insurance, Small Business, Strategic Financial..., Finance, Retirement Planning, Health Insurance, Business Development, Management, Negotiation, Disability Insurance, Long-term Care, Real Estate, Training, Sales, Team Building, Fundraising, Business Planning, New Business Development, Marketing, Medicare, Employee Benefits, Term Life Insurance, Leadership, Wealth Management, Underwriting, Critical Illness, Risk Management, General Insurance, Wealth, Financial Advisory, Customer Retention, Executive Management, Asset Management, Financial Planners, Business, Annuities, Financial Planning, Strategic Planning, Public Speaking, Customer Service, Marketing Strategy, Public Relations
Education
St. Mary's University 1989 — 1991
MBA, Finance/Operations Management
Bryn Mawr College 1988 — 1989
ChFC, Financial Planning
Bryn Mawr College 1987 — 1988
CLU, Insurance Underwriting
Texas State University (formerly Southwest Texas State University) 1976 — 1979
Finance; Bachelors, Operations Management; Accounting, Economics, Business Policy; Business Administration
Texas State University-San Marcos 1976 — 1979
BBA, Marketing
W.T. White and Skyline High Schools 1972 — 1976
General Curriculum/Medical Cluster, General Curriculum/Medical Cluster
David Willhite's Next Financial Experience December 2012 - July 2014
Job Advisory Compliance Manager at NEXT Financial Group, Inc.
Industry Financial Services
Experience
NEXT Financial Group, Inc. July 2014 - Present
Next Financial December 2012 - July 2014
NEXT Financial August 2010 - November 2012
Mantei & Associates January 2010 - April 2010
APP Financial April 2001 - January 2010
BTA Advisory Group March 1998 - April 2001
Skills
Mutual Funds, Retirement, Securities, Series 24, Investments, Retirement Planning, Series 7, Series 63, Investment Advisory, Equities, Asset Allocation, Financial Advisory, Financial Planners, FINRA, Strategic Financial..., Asset Management, Portfolio Management, Estate Planning, Fixed Annuities, Employee Benefits
Education
Claremont McKenna College 1973 — 1977
BA, Mathematics
Redlands High School
NEXT Financial Group, Inc. July 2014 - Present
Next Financial December 2012 - July 2014
NEXT Financial August 2010 - November 2012
Mantei & Associates January 2010 - April 2010
APP Financial April 2001 - January 2010
BTA Advisory Group March 1998 - April 2001
Skills
Mutual Funds, Retirement, Securities, Series 24, Investments, Retirement Planning, Series 7, Series 63, Investment Advisory, Equities, Asset Allocation, Financial Advisory, Financial Planners, FINRA, Strategic Financial..., Asset Management, Portfolio Management, Estate Planning, Fixed Annuities, Employee Benefits
Education
Claremont McKenna College 1973 — 1977
BA, Mathematics
Redlands High School
Saletha Mathews's Next Financial Experience 2012 - 2013
Job Dealer Maintenance Coordintor at Next Financial
Industry Financial Services
Experience
Next Financial 2012 - 2013
Teleperformance August 2010 - January 2011
Bath & Body Works September 2009 - July 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Data Entry, Customer Service, Microsoft Office, Troubleshooting
Education
Grambling State University 2006 — 2011
Bachelor's degree, Marketing
Next Financial 2012 - 2013
Teleperformance August 2010 - January 2011
Bath & Body Works September 2009 - July 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Data Entry, Customer Service, Microsoft Office, Troubleshooting
Education
Grambling State University 2006 — 2011
Bachelor's degree, Marketing
Bryce Stoneburg's Next Financial Experience June 2006 - August 2006
Job Internal Retirement Consultant at Allianz Life
Industry Retail
Experience
Allianz Life October 2014 - Present
Allianz Life November 2010 - October 2014
Costco Wholesale July 2010 - October 2010
Hy Vee August 2008 - July 2010
Parallel Technologies June 2007 - August 2007
Next Financial June 2006 - August 2006
Kowalski's Market August 2003 - May 2006
Roger's Painting June 2005 - August 2005
Skills
Insurance, Accounting, Speech, Customer Service, Time Management, Corporate Finance, Personal Finance, Operations Management, Marketing, Access, Microsoft Excel
Education
Minnesota State University, Mankato 2006 — 2010
BS, Finance
Eden Prairie High School 2002 — 2006
Allianz Life October 2014 - Present
Allianz Life November 2010 - October 2014
Costco Wholesale July 2010 - October 2010
Hy Vee August 2008 - July 2010
Parallel Technologies June 2007 - August 2007
Next Financial June 2006 - August 2006
Kowalski's Market August 2003 - May 2006
Roger's Painting June 2005 - August 2005
Skills
Insurance, Accounting, Speech, Customer Service, Time Management, Corporate Finance, Personal Finance, Operations Management, Marketing, Access, Microsoft Excel
Education
Minnesota State University, Mankato 2006 — 2010
BS, Finance
Eden Prairie High School 2002 — 2006
Glen McRary Glen McRary's Next Financial Experience September 1998 - April 2010
Job COO, Peak Brokerage Services, LLC
Industry Financial Services
Experience
Summit Brokerage Services, Inc. July 2013 - April 2015
Symetra Investment Services May 2012 - June 2013
Securities America, Inc. Member FINRA/SIPC May 2010 - May 2012
Next Financial September 1998 - April 2010
Skills
Mutual Funds, Series 7, Series 63, FINRA, Investment Advisory, Financial Advisory, Wealth Management, Retirement Planning, Series 24, Investments, Insurance, Strategic Financial...
Education
Old Dominion University 1992 — 1994
BSBA, Finance
Summit Brokerage Services, Inc. July 2013 - April 2015
Symetra Investment Services May 2012 - June 2013
Securities America, Inc. Member FINRA/SIPC May 2010 - May 2012
Next Financial September 1998 - April 2010
Skills
Mutual Funds, Series 7, Series 63, FINRA, Investment Advisory, Financial Advisory, Wealth Management, Retirement Planning, Series 24, Investments, Insurance, Strategic Financial...
Education
Old Dominion University 1992 — 1994
BSBA, Finance
Nichole (Nichole Montague) Montague-Peru Nichole (Nichole Montague) Montague-Peru's Next Financial Experience May 2004 - July 2004
Job Human Resources Manager at Creative LifeStyles, Inc.
Industry Mental Health Care
Experience
Creative LifeStyles, Inc. July 2014 - Present
Creative LifeStyles, Inc. January 2008 - Present
Compulinx Managed Services January 2006 - October 2006
Compulinx Managed Services October 2004 - December 2005
Next Financial May 2004 - July 2004
MTV Networks - Viacom Company January 2004 - April 2004
Monroe College December 2003 - April 2004
Pearson North America September 2003 - December 2003
NH International (Caribbean) Limited April 2002 - July 2002
Tobago Hospitality and Tourism Institute November 1997 - December 1999
Skills
Microsoft SQL Server, System Administration, Access, Databases, PHP, PeopleSoft, Human Resources, Employee Relations, Data Analysis, Microsoft Office, Data Warehousing, Visio, Microsoft Excel, MS Excel Pivot Tables, Windows Server, MySQL, Analysis, IT Management, Policy, Macro, Administration, Outlook, Research, Software Documentation, Program Management, Macros, Process Improvement, Benefits Administration, Recruiting, Applicant Tracking, Compliance, Applicant Tracking..., Management
Education
Pace University 2014 — 2015
Certificate, Professional Human Resources Management
New York University 2011 — 2015
Master's Degree, Management and Systems
Monroe College 2002 — 2004
Bachelor of Business Administration (B.B.A.), Computer Information Systems
UWI School of Business and Applied Studies Limited (Trading as ROYTEC) 2000 — 2002
Associate of Arts and Sciences (A.A.S.), Information Systems Management
Signal Hill Senior Comprehensive School 1993 — 1995
High School
Creative LifeStyles, Inc. July 2014 - Present
Creative LifeStyles, Inc. January 2008 - Present
Compulinx Managed Services January 2006 - October 2006
Compulinx Managed Services October 2004 - December 2005
Next Financial May 2004 - July 2004
MTV Networks - Viacom Company January 2004 - April 2004
Monroe College December 2003 - April 2004
Pearson North America September 2003 - December 2003
NH International (Caribbean) Limited April 2002 - July 2002
Tobago Hospitality and Tourism Institute November 1997 - December 1999
Skills
Microsoft SQL Server, System Administration, Access, Databases, PHP, PeopleSoft, Human Resources, Employee Relations, Data Analysis, Microsoft Office, Data Warehousing, Visio, Microsoft Excel, MS Excel Pivot Tables, Windows Server, MySQL, Analysis, IT Management, Policy, Macro, Administration, Outlook, Research, Software Documentation, Program Management, Macros, Process Improvement, Benefits Administration, Recruiting, Applicant Tracking, Compliance, Applicant Tracking..., Management
Education
Pace University 2014 — 2015
Certificate, Professional Human Resources Management
New York University 2011 — 2015
Master's Degree, Management and Systems
Monroe College 2002 — 2004
Bachelor of Business Administration (B.B.A.), Computer Information Systems
UWI School of Business and Applied Studies Limited (Trading as ROYTEC) 2000 — 2002
Associate of Arts and Sciences (A.A.S.), Information Systems Management
Signal Hill Senior Comprehensive School 1993 — 1995
High School
Anthony Gennaro, RFC Anthony Gennaro, RFC's Next Financial Experience 2004 - 2009
Job Financial Advisor, Canella Financial Group
Industry Financial Services
Experience
Canella Financial Group January 1998 - Present
Community College of Beaver County 1988 - Present
Canella Financial Group 1988 - Present
Next Financial 2004 - 2009
Skills
Public Speaking, Retirement Planning, Small Business, Insurance, Retirement, Financial Advisory, Investments, Life Insurance, Strategic Financial..., Securities, Wealth, Long-term Care, Financial Services, Project Planning, IRAs, Finance, Strategic Planning, Team Building, Time Management, Leadership, Wealth Management...
Education
Penn State University
Bachelor of Science, Mechanical Engineering
Wells University
Financial State Institute
Canella Financial Group January 1998 - Present
Community College of Beaver County 1988 - Present
Canella Financial Group 1988 - Present
Next Financial 2004 - 2009
Skills
Public Speaking, Retirement Planning, Small Business, Insurance, Retirement, Financial Advisory, Investments, Life Insurance, Strategic Financial..., Securities, Wealth, Long-term Care, Financial Services, Project Planning, IRAs, Finance, Strategic Planning, Team Building, Time Management, Leadership, Wealth Management...
Education
Penn State University
Bachelor of Science, Mechanical Engineering
Wells University
Financial State Institute
Thomas Lampert, CFP®, ChFC, CLU Thomas Lampert, CFP®, ChFC, CLU's Next Financial Experience December 2008 - April 2012
Job Certified Financial Planner at Archer Huntley Financial Services
Industry Financial Services
Experience
Archer Huntley Financial Services Inc. May 2012 - Present
Lamplighter Group March 2008 - March 2014
Next Financial December 2008 - April 2012
MetLife December 2006 - December 2008
Ameriprise Financial January 1991 - April 2006
Thomas Nelson Publishers 1986 - 1990
Skills
Retirement Planning, Strategic Financial..., Retirement, Investments, Estate Planning, Mutual Funds, Fixed Annuities, Securities, Investment Advisory, Portfolio Management, Financial Services, Coaching, Wealth Management, Insurance, Asset Management, Disability Insurance, Wealth Management..., Small Business, IRAs, Investment Strategies, Finance, Series 7, Asset Allocation, Long-term Care, Life Insurance, Financial Planning, Wealth, Investment Management, Personal Finance, Alternative Investments, 401k, Financial Risk, Entrepreneurship, Series 63, Financial Planners, High Net Worth..., Financial Advisory
Education
Liberty University 1985 — 1988
BS in Finance, Finance, Business
Brighton High School 1977 — 1981
High School Diploma, College Preparatory
Scott Keffer Coaching Program
Working with the Affluent
Archer Huntley Financial Services Inc. May 2012 - Present
Lamplighter Group March 2008 - March 2014
Next Financial December 2008 - April 2012
MetLife December 2006 - December 2008
Ameriprise Financial January 1991 - April 2006
Thomas Nelson Publishers 1986 - 1990
Skills
Retirement Planning, Strategic Financial..., Retirement, Investments, Estate Planning, Mutual Funds, Fixed Annuities, Securities, Investment Advisory, Portfolio Management, Financial Services, Coaching, Wealth Management, Insurance, Asset Management, Disability Insurance, Wealth Management..., Small Business, IRAs, Investment Strategies, Finance, Series 7, Asset Allocation, Long-term Care, Life Insurance, Financial Planning, Wealth, Investment Management, Personal Finance, Alternative Investments, 401k, Financial Risk, Entrepreneurship, Series 63, Financial Planners, High Net Worth..., Financial Advisory
Education
Liberty University 1985 — 1988
BS in Finance, Finance, Business
Brighton High School 1977 — 1981
High School Diploma, College Preparatory
Scott Keffer Coaching Program
Working with the Affluent
Robert Fries Robert Fries's Next Financial Experience 2003 - Present
Job Owner, Rising Sun Investments, LLC
Industry Financial Services
Experience
Rising Sun Investments, LLC March 2003 - Present
Next Financial 2003 - Present
Greystone Financial Group December 1999 - March 2003
Skills
Retirement Planning, Insurance, Investment Management, Investments, Personal Financial..., Wealth Management, Retirement, IRAs, Portfolio Management, Risk Management, Financial Planning, Long-term Care, Fixed Income, Investment Advisory, Life Insurance, Asset Allocation, Financial Goals, Asset Management, Financial Advisory
Education
Oakland University 1999 — 2001
Advanced, Personal Financial Planning
Brother Rice High School 1972 — 1976
Siena Heights University
BA, Finance
Rising Sun Investments, LLC March 2003 - Present
Next Financial 2003 - Present
Greystone Financial Group December 1999 - March 2003
Skills
Retirement Planning, Insurance, Investment Management, Investments, Personal Financial..., Wealth Management, Retirement, IRAs, Portfolio Management, Risk Management, Financial Planning, Long-term Care, Fixed Income, Investment Advisory, Life Insurance, Asset Allocation, Financial Goals, Asset Management, Financial Advisory
Education
Oakland University 1999 — 2001
Advanced, Personal Financial Planning
Brother Rice High School 1972 — 1976
Siena Heights University
BA, Finance
Brian Lich's Next Financial Experience April 2008 - May 2010
Job Wealth Consultant at Money Concepts
Industry Financial Services
Experience
Money Concepts June 2010 - Present
Wealth Concepts Insurance Solutions June 2010 - Present
Next Financial April 2008 - May 2010
Northwestern Mutual Financial Network June 2005 - April 2008
Edward Jones June 2001 - June 2005
State Farm Insurance Company 2000 - 2000
Skills
Wealth Management, Retirement, Investments, Retirement Planning, Financial Planners, Insurance, Strategic Financial..., Comprehensive Planning, Employee Benefits, Fixed Annuities, Disability Insurance, Pensions, Financial Advisory, Asset Allocation, Risk Management, Long-term Care, Health Insurance, Life Insurance, Investment Advisory, Securities, Wealth, Project Planning, Communications Audits, Recruiting, Estate Planning, Tax, Credit, Whole Life, Analysis, Finance, Plannning, Insurance Planning, pension optimization, Retirement Solutions, Retirement Income...
Education
University of Missouri-Columbia, College of Business 1997 — 2001
St. Charles West High School
Money Concepts June 2010 - Present
Wealth Concepts Insurance Solutions June 2010 - Present
Next Financial April 2008 - May 2010
Northwestern Mutual Financial Network June 2005 - April 2008
Edward Jones June 2001 - June 2005
State Farm Insurance Company 2000 - 2000
Skills
Wealth Management, Retirement, Investments, Retirement Planning, Financial Planners, Insurance, Strategic Financial..., Comprehensive Planning, Employee Benefits, Fixed Annuities, Disability Insurance, Pensions, Financial Advisory, Asset Allocation, Risk Management, Long-term Care, Health Insurance, Life Insurance, Investment Advisory, Securities, Wealth, Project Planning, Communications Audits, Recruiting, Estate Planning, Tax, Credit, Whole Life, Analysis, Finance, Plannning, Insurance Planning, pension optimization, Retirement Solutions, Retirement Income...
Education
University of Missouri-Columbia, College of Business 1997 — 2001
St. Charles West High School
Eloiza D'Lima Eloiza D'Lima's Next Financial Experience June 2009 - August 2010
Job AML Risk Compliance
Industry Financial Services
Experience
COR Clearing LLC June 2014 - Present
Actinver Securities June 2013 - December 2013
Sanders Morris Harris September 2010 - June 2013
Next Financial June 2009 - August 2010
Stanford Group Company February 2007 - March 2009
Burr Wolff, L. P. November 2004 - November 2006
Mercer Advisors September 2001 - November 2004
Skills
Series 7, Series 24, Series 66, AML, Securities, FINRA, Investments, Investment Advisory, OFAC, Wealth Management, Uniform Combined State..., Mutual Funds, Internal Audit, Financial Services, Series 63, Trading, Finance, Portfolio Management, Alternative Investments, Banking, Equities, Anti Money Laundering
Education
Texas A&M University
Bachelor of Science (BS), Psychology
COR Clearing LLC June 2014 - Present
Actinver Securities June 2013 - December 2013
Sanders Morris Harris September 2010 - June 2013
Next Financial June 2009 - August 2010
Stanford Group Company February 2007 - March 2009
Burr Wolff, L. P. November 2004 - November 2006
Mercer Advisors September 2001 - November 2004
Skills
Series 7, Series 24, Series 66, AML, Securities, FINRA, Investments, Investment Advisory, OFAC, Wealth Management, Uniform Combined State..., Mutual Funds, Internal Audit, Financial Services, Series 63, Trading, Finance, Portfolio Management, Alternative Investments, Banking, Equities, Anti Money Laundering
Education
Texas A&M University
Bachelor of Science (BS), Psychology
Michael L. Schwartz, RFC, CWS, CFS Michael L. Schwartz, RFC, CWS, CFS's Next Financial Experience December 2004 - December 2007
Job Published Author, Wealth Manager, President at Schwartz Financial, Husband and Father
Industry Financial Services
Experience
Independent Financial Group LLC September 2013 - Present
Schwartz Financial Services April 1978 - Present
Schwartz Financial Services April 1978 - Present
First Allied Securities December 2007 - September 2013
Next Financial December 2004 - December 2007
SunAmerica Securities 1984 - 1998
Prudential Insurance May 1977 - March 1978
Skills
Financial Planning, Wealth Management, Insurance Planning, Estate Planning, Private Equity, Wealth Transfer, Private Client Wealth..., Multi Generational..., Disability Insurance..., Investments, Alternative Investments, Tax Preparation, Estate Tax Planning, Retirement Planning, Investment Advisory, Life Insurance, 401k Rollovers, Succession Planning, Retirement, Securities, Financial Services, IRAs, Insurance, Finance
Education
Institute of Business & Finance 2010 — 2010
BCE, Board Certified in Estate Planning
Cannon Wealth Institute 2008 — 2010
CWS, Wealth Management
American College 1994 — 2003
Insurance, Investments
La Salle University 1977 — 1978
BA, Business
Penn State University 1977 — 1978
Olney High 1969 — 1972
Independent Financial Group LLC September 2013 - Present
Schwartz Financial Services April 1978 - Present
Schwartz Financial Services April 1978 - Present
First Allied Securities December 2007 - September 2013
Next Financial December 2004 - December 2007
SunAmerica Securities 1984 - 1998
Prudential Insurance May 1977 - March 1978
Skills
Financial Planning, Wealth Management, Insurance Planning, Estate Planning, Private Equity, Wealth Transfer, Private Client Wealth..., Multi Generational..., Disability Insurance..., Investments, Alternative Investments, Tax Preparation, Estate Tax Planning, Retirement Planning, Investment Advisory, Life Insurance, 401k Rollovers, Succession Planning, Retirement, Securities, Financial Services, IRAs, Insurance, Finance
Education
Institute of Business & Finance 2010 — 2010
BCE, Board Certified in Estate Planning
Cannon Wealth Institute 2008 — 2010
CWS, Wealth Management
American College 1994 — 2003
Insurance, Investments
La Salle University 1977 — 1978
BA, Business
Penn State University 1977 — 1978
Olney High 1969 — 1972
Christopher Hensley Christopher Hensley's Next Financial Experience November 2009 - February 2011
Job President of the Houston Midtown Chapter Of SOFA
Industry Financial Services
Experience
The Society for Financial Awareness July 2010 - Present
"Money Matters" Radio Show May 2013 - Present
Houston First Financial Group July 2012 - Present
Merrill Lynch May 2011 - April 2012
Next Financial November 2009 - February 2011
Houston First Financial Group September 2008 - February 2011
Next Financial July 2008 - November 2009
Chase Bank 2005 - 2006
UBS Financial Services 2002 - 2004
American Express Financial Advisors April 2000 - January 2001
Skills
Wealth Management, Retirement Planning, Financial Advisory, Investment Advisory, Investments, Strategic Financial..., 401k, Asset Allocation, Asset Managment, Investment Strategies, Portfolio Management, Public Speaking, Financial Literacy..., Group Benefit Plans, 529 Plans, 401k Rollovers, Life Insurance, Financial Education, College Savings Plans, College Education..., Retirement Plan..., Seminars, Workshops, Workplace Relations, Human Resource..., Literacy, ERISA, Long-term Care, Series 63, Investment Management, Securities, Coaching, Asset Management, Employee Benefits, Wealth, Mutual Funds, IRAs, Recruiting, Estate Planning, Fixed Annuities, Disability Insurance, Retirement, Alternative Investments, Leadership, Financial Services, Insurance, Personal Finance, Finance, Series 6, Financial Planners
Education
University of Houston 1996 — 2000
Philosophy, English
Hastings/ Elsik 1989 — 1992
Christopher Hensley
Holub Middle School
The Society for Financial Awareness July 2010 - Present
"Money Matters" Radio Show May 2013 - Present
Houston First Financial Group July 2012 - Present
Merrill Lynch May 2011 - April 2012
Next Financial November 2009 - February 2011
Houston First Financial Group September 2008 - February 2011
Next Financial July 2008 - November 2009
Chase Bank 2005 - 2006
UBS Financial Services 2002 - 2004
American Express Financial Advisors April 2000 - January 2001
Skills
Wealth Management, Retirement Planning, Financial Advisory, Investment Advisory, Investments, Strategic Financial..., 401k, Asset Allocation, Asset Managment, Investment Strategies, Portfolio Management, Public Speaking, Financial Literacy..., Group Benefit Plans, 529 Plans, 401k Rollovers, Life Insurance, Financial Education, College Savings Plans, College Education..., Retirement Plan..., Seminars, Workshops, Workplace Relations, Human Resource..., Literacy, ERISA, Long-term Care, Series 63, Investment Management, Securities, Coaching, Asset Management, Employee Benefits, Wealth, Mutual Funds, IRAs, Recruiting, Estate Planning, Fixed Annuities, Disability Insurance, Retirement, Alternative Investments, Leadership, Financial Services, Insurance, Personal Finance, Finance, Series 6, Financial Planners
Education
University of Houston 1996 — 2000
Philosophy, English
Hastings/ Elsik 1989 — 1992
Christopher Hensley
Holub Middle School
Felicia Ocampo Felicia Ocampo's Next Financial Experience February 2006 - October 2006
Job Nursing
Industry Hospital & Health Care
Experience
AIG Retirement & AIG Annuity October 2006 - June 2009
AIG Retirement Services October 2006 - June 2009
AIG VALIC 2006 - June 2009
VALIC 2006 - June 2009
Next Financial February 2006 - October 2006
Houston Publications, LLC 2005 - 2006
Education
University of Houston 1998 — 2005
BBA, Marketing and Management
AIG Retirement & AIG Annuity October 2006 - June 2009
AIG Retirement Services October 2006 - June 2009
AIG VALIC 2006 - June 2009
VALIC 2006 - June 2009
Next Financial February 2006 - October 2006
Houston Publications, LLC 2005 - 2006
Education
University of Houston 1998 — 2005
BBA, Marketing and Management
Alysha Munnikhuysen Alysha Munnikhuysen's Next Financial Experience March 2010 - August 2012
Job Sr. Director of Client Service
Industry Financial Services
Experience
Washington Retirement Planning Specialists September 2012 - Present
Next Financial March 2010 - August 2012
Skills
Mutual Funds, Securities, Wealth Management, 401k, Strategic Financial..., Microsoft Excel, Microsoft Office, Outlook, Relationship Management, Customer Service, Investments, Financial Operations, Financial Statement..., Tax Advisory, Variable Annuities, Annual Reports, Financial Analysis, Financial Audits, Financial Planning, Communication, Finance, Market Research, Management, PowerPoint, Public Speaking, Social Media, Time Management
Education
Christopher Newport University
Bachelor's degree, Political Science and Government
Christopher Newport University
Washington Retirement Planning Specialists September 2012 - Present
Next Financial March 2010 - August 2012
Skills
Mutual Funds, Securities, Wealth Management, 401k, Strategic Financial..., Microsoft Excel, Microsoft Office, Outlook, Relationship Management, Customer Service, Investments, Financial Operations, Financial Statement..., Tax Advisory, Variable Annuities, Annual Reports, Financial Analysis, Financial Audits, Financial Planning, Communication, Finance, Market Research, Management, PowerPoint, Public Speaking, Social Media, Time Management
Education
Christopher Newport University
Bachelor's degree, Political Science and Government
Christopher Newport University
Courtney A. Zanghi, CRPS, AIF®'s Next Financial Experience June 2012 - May 2013
Job Regional Vice President United Retirement Plan Consultants MidAtlantic/North Carolina
Industry Financial Services
Experience
United Retirement Plan Consultants March 2015 - Present
The Retirement Advantage June 2014 - March 2015
SMA Services Inc. May 2013 - June 2014
Next Financial June 2012 - May 2013
Centinel Financial Group, LLC August 2011 - April 2012
Ameritas April 2006 - March 2011
Travers, O'keefe May 2005 - April 2006
New York Life Insurance Company June 1999 - May 2005
Skills
401k, Accredited Investment..., ERISA, Defined Contribution, Cash Balance, Due Diligence, Investments, Pensions, Pension Administration, Performance Benchmarking, Investment Advisory, Plan Design, Defined Benefit, Fiduciary, Retirement, Retirement Planning, Series 63, Financial Advisory, Series 6, Investment Management, Wealth Management..., Qualified Retirement..., Profit Sharing, Retirement Plan..., Portfolio Management, Consulting, Strategic Planning, Mutual Funds, Asset Allocation, Fixed Annuities, Series 7, Wealth Management, Securities, Investment Strategies, Financial Services, Financial Planners, Asset Management, FINRA, Variable Annuities, Pension Funds, Wealth Accumulation, Separately Managed..., Savings, 401k Rollovers, Roth IRA, Financial Analysis, Estate Planning, Life Insurance, Financial Planning
Education
The College of Saint Rose 1993 — 1996
Biochemistry
Alfred State College - SUNY College of Technology 1992 — 1993
Biochemistry
College for Financial Planning
CRPS®,, Retriement Planning
Fi360
Accredited Investment Fiduciary, Fiduciary
The American College
Certified Retirement Plan Specialist, Qualified Pension Plans
United Retirement Plan Consultants March 2015 - Present
The Retirement Advantage June 2014 - March 2015
SMA Services Inc. May 2013 - June 2014
Next Financial June 2012 - May 2013
Centinel Financial Group, LLC August 2011 - April 2012
Ameritas April 2006 - March 2011
Travers, O'keefe May 2005 - April 2006
New York Life Insurance Company June 1999 - May 2005
Skills
401k, Accredited Investment..., ERISA, Defined Contribution, Cash Balance, Due Diligence, Investments, Pensions, Pension Administration, Performance Benchmarking, Investment Advisory, Plan Design, Defined Benefit, Fiduciary, Retirement, Retirement Planning, Series 63, Financial Advisory, Series 6, Investment Management, Wealth Management..., Qualified Retirement..., Profit Sharing, Retirement Plan..., Portfolio Management, Consulting, Strategic Planning, Mutual Funds, Asset Allocation, Fixed Annuities, Series 7, Wealth Management, Securities, Investment Strategies, Financial Services, Financial Planners, Asset Management, FINRA, Variable Annuities, Pension Funds, Wealth Accumulation, Separately Managed..., Savings, 401k Rollovers, Roth IRA, Financial Analysis, Estate Planning, Life Insurance, Financial Planning
Education
The College of Saint Rose 1993 — 1996
Biochemistry
Alfred State College - SUNY College of Technology 1992 — 1993
Biochemistry
College for Financial Planning
CRPS®,, Retriement Planning
Fi360
Accredited Investment Fiduciary, Fiduciary
The American College
Certified Retirement Plan Specialist, Qualified Pension Plans
Omari Simpson Omari Simpson's Next Financial Experience January 2012 - May 2013
Job Financial Services Professional
Industry Financial Services
Experience
VALIC Financial Advisors September 2014 - Present
United States Army Reserve September 2010 - Present
NEXT Financial Group, Inc. May 2013 - September 2014
Next Financial January 2012 - May 2013
Edward Jones February 2010 - June 2010
Invesco May 2007 - August 2009
Invesco April 2006 - May 2007
Skills
Retirement Planning, Retirement, Investments, Financial Advisory, Pensions, 401k, Series 7, Series 24, Series 66, Mutual Funds, Strategic Financial..., Financial Services
Education
College for Financial Planning 2006 — 2007
certificate of completion, Asset Management, Retirement Planning
Lamar University 1999 — 2004
BBA, Finance
Mclennan Community College 1997 — 1998
none, General Studies
Texas State Technical College Waco 1996 — 1997
Certificate of Completion, Automotive Refinishing
VALIC Financial Advisors September 2014 - Present
United States Army Reserve September 2010 - Present
NEXT Financial Group, Inc. May 2013 - September 2014
Next Financial January 2012 - May 2013
Edward Jones February 2010 - June 2010
Invesco May 2007 - August 2009
Invesco April 2006 - May 2007
Skills
Retirement Planning, Retirement, Investments, Financial Advisory, Pensions, 401k, Series 7, Series 24, Series 66, Mutual Funds, Strategic Financial..., Financial Services
Education
College for Financial Planning 2006 — 2007
certificate of completion, Asset Management, Retirement Planning
Lamar University 1999 — 2004
BBA, Finance
Mclennan Community College 1997 — 1998
none, General Studies
Texas State Technical College Waco 1996 — 1997
Certificate of Completion, Automotive Refinishing
Brent Schneider, CIMA, CMFC, AAMS's Next Financial Experience February 2009 - March 2010
Job Level II CFA Candidate
Industry Financial Services
Experience
New Type Customs January 2013 - Present
Alternative Wealth Group September 2011 - January 2013
Next Financial February 2009 - March 2010
Metlife July 2007 - July 2008
Jennison Associates LLC 2003 - 2007
Wachovia 1995 - 2003
Wachovia securities 1995 - 2003
First Union Securities November 1998 - February 2002
Evergreen Funds July 1999 - March 2001
Everen Securites June 1995 - November 1997
Skills
Series 7, Investments, Financial Advisory, Equities, Mutual Funds, Public Speaking, Series 63, Asset Allocation, Finance, Retirement Planning, Securities, Alternative Investments, Investment Advisory, 401k, Investment Strategies, Structured Products, International Economics, Insurance, Asset Management, Wealth Management, Annuities, Financial Planning, Portfolio Management
Education
Southern Methodist University - Cox School of Business 2013 — 2014
Master of Business Administration (MBA), Finance - Strategy And Entrepreneurship
University of Pennsylvania - The Wharton School 2005 — 2006
Certified Investment Management Analyst - CIMA, Finance and Financial Management Services
University of North Texas 1991 — 1994
BBA, Investment Finance
Southern Methodist University 1987 — 1990
Finance and Financial Management Services
New Type Customs January 2013 - Present
Alternative Wealth Group September 2011 - January 2013
Next Financial February 2009 - March 2010
Metlife July 2007 - July 2008
Jennison Associates LLC 2003 - 2007
Wachovia 1995 - 2003
Wachovia securities 1995 - 2003
First Union Securities November 1998 - February 2002
Evergreen Funds July 1999 - March 2001
Everen Securites June 1995 - November 1997
Skills
Series 7, Investments, Financial Advisory, Equities, Mutual Funds, Public Speaking, Series 63, Asset Allocation, Finance, Retirement Planning, Securities, Alternative Investments, Investment Advisory, 401k, Investment Strategies, Structured Products, International Economics, Insurance, Asset Management, Wealth Management, Annuities, Financial Planning, Portfolio Management
Education
Southern Methodist University - Cox School of Business 2013 — 2014
Master of Business Administration (MBA), Finance - Strategy And Entrepreneurship
University of Pennsylvania - The Wharton School 2005 — 2006
Certified Investment Management Analyst - CIMA, Finance and Financial Management Services
University of North Texas 1991 — 1994
BBA, Investment Finance
Southern Methodist University 1987 — 1990
Finance and Financial Management Services
Cedric Norris Cedric Norris's Next Financial Experience OfficerGuardmarkFebruary 2009 - July 2009
Job Analyst at Next Financial
Industry Financial Services
Experience
Next Financial OfficerGuardmarkFebruary 2009 - July 2009
American General Finance January 2005 - November 2007
AIG American General 2005 - 2007
JPMorgan Chase March 2003 - October 2005
American Express Financial Advisors January 2002 - January 2003
H&R Block Financial Advisors November 2000 - January 2002
Van Kampen Funds November 1997 - November 2000
Skills
Mutual Funds, Investments, Banking, Asset Management, Finance, Financial Advisory, Equities, Financial Analysis, Hedge Funds, Risk Management, Portfolio Management, Series 7, Trading, Business Strategy, Securities, Strategic Financial..., Financial Markets, Alternative Investments, Capital Markets, Marketing Strategy
Education
University of Houston 1991 — 1996
Bachelors, Economics
Houston Community College 1989 — 1991
Associates, Economics
Lamar High School 1985 — 1989
College Prepatory, Math and Science
Next Financial OfficerGuardmarkFebruary 2009 - July 2009
American General Finance January 2005 - November 2007
AIG American General 2005 - 2007
JPMorgan Chase March 2003 - October 2005
American Express Financial Advisors January 2002 - January 2003
H&R Block Financial Advisors November 2000 - January 2002
Van Kampen Funds November 1997 - November 2000
Skills
Mutual Funds, Investments, Banking, Asset Management, Finance, Financial Advisory, Equities, Financial Analysis, Hedge Funds, Risk Management, Portfolio Management, Series 7, Trading, Business Strategy, Securities, Strategic Financial..., Financial Markets, Alternative Investments, Capital Markets, Marketing Strategy
Education
University of Houston 1991 — 1996
Bachelors, Economics
Houston Community College 1989 — 1991
Associates, Economics
Lamar High School 1985 — 1989
College Prepatory, Math and Science
Erik Neel Erik Neel's Next Financial Experience January 2004 - March 2007
Job Adjunct Professor of Government at Lone Star College
Industry Real Estate
Experience
Areo Realty February 2012 - Present
Lone Star College March 2011 - Present
Houston Community College August 2007 - Present
NEXT Financial Group November 2007 - April 2010
Stanford Financial April 2007 - October 2007
NEXT Financial January 2004 - March 2007
VALIC and AIG Annuity June 2002 - November 2003
Various Temporary Services November 1994 - June 2002
Valero Energy Corporation August 1996 - June 1999
USMC June 1990 - June 1994
Skills
Access, Excel, WinOPS, Peachtree, Quickbooks, PeopleSoft, Public Speaking, Financial Planning, Accounts Payable, Accounts Receivable, Stocks, Mutual Funds, Real Estate, Political Science, Foreign Relations, Military, Higher Education, Training & Development, SAP, Oracle, Advent, Analysis, Securities, Strategic Financial..., Microsoft Excel, Investments, Finance, Portfolio Management, Leadership, Customer Service, Sales, Training
Education
University of St. Thomas (TX) 2004 — 2007
Master's, Political Science
University of St. Thomas (TX) 2000 — 2003
Bachelor's, Finance
University of Houston
Doctor of Philosophy (Ph.D.), Political Science
Areo Realty February 2012 - Present
Lone Star College March 2011 - Present
Houston Community College August 2007 - Present
NEXT Financial Group November 2007 - April 2010
Stanford Financial April 2007 - October 2007
NEXT Financial January 2004 - March 2007
VALIC and AIG Annuity June 2002 - November 2003
Various Temporary Services November 1994 - June 2002
Valero Energy Corporation August 1996 - June 1999
USMC June 1990 - June 1994
Skills
Access, Excel, WinOPS, Peachtree, Quickbooks, PeopleSoft, Public Speaking, Financial Planning, Accounts Payable, Accounts Receivable, Stocks, Mutual Funds, Real Estate, Political Science, Foreign Relations, Military, Higher Education, Training & Development, SAP, Oracle, Advent, Analysis, Securities, Strategic Financial..., Microsoft Excel, Investments, Finance, Portfolio Management, Leadership, Customer Service, Sales, Training
Education
University of St. Thomas (TX) 2004 — 2007
Master's, Political Science
University of St. Thomas (TX) 2000 — 2003
Bachelor's, Finance
University of Houston
Doctor of Philosophy (Ph.D.), Political Science
Kris Passons Kris Passons's Next Financial Experience June 2008 - December 2009
Job President at Pro Wealth Advisors, LLC
Industry Financial Services
Experience
Pro Wealth Advisors, LLC January 2010 - Present
Next Financial June 2008 - December 2009
Wachovia Securities March 2007 - June 2008
Merrill Lynch September 2004 - March 2007
Broad Street Machine Co., Inc September 1999 - September 2004
Skills
Finance, Investments, Business Planning, Wealth Management, Asset Management, Strategic Financial..., Portfolio Management, Investment Advisory, Investment Strategies, Customer Service, Equities, Financial Analysis, Financial Planning, Insurance, Mutual Funds, Retirement Planning, Risk Management, Series 63, Series 7
Education
Auburn University 1995 — 1999
Pro Wealth Advisors, LLC January 2010 - Present
Next Financial June 2008 - December 2009
Wachovia Securities March 2007 - June 2008
Merrill Lynch September 2004 - March 2007
Broad Street Machine Co., Inc September 1999 - September 2004
Skills
Finance, Investments, Business Planning, Wealth Management, Asset Management, Strategic Financial..., Portfolio Management, Investment Advisory, Investment Strategies, Customer Service, Equities, Financial Analysis, Financial Planning, Insurance, Mutual Funds, Retirement Planning, Risk Management, Series 63, Series 7
Education
Auburn University 1995 — 1999
Sara Hartgrove, MHRM's Next Financial Experience July 2011 - December 2011
Job Senior HR Business Partner at American Bureau of Shipping
Industry Human Resources
Experience
American Bureau of Shipping January 2015 - Present
Ensco plc January 2012 - January 2015
Next Financial July 2011 - December 2011
Stewart Title Guaranty April 2008 - July 2011
Skills
Organizational..., Workforce Planning, Personnel Management, Change Management, Culture Change, Leadership, Business Planning, Expenses, Crisis Communications, Affirmative Action..., Human Resources, New Hire Orientations, Employee Relations, Onboarding, Performance Management, Talent Management, Succession Planning, Talent Acquisition, Training, Sourcing, PeopleSoft, Employee Benefits, Employment Law
Education
Houston Baptist University 2010 — 2011
Master of Science, Human Resource Management
University of Houston 2004 — 2009
Bachelor of Arts, History
American Bureau of Shipping January 2015 - Present
Ensco plc January 2012 - January 2015
Next Financial July 2011 - December 2011
Stewart Title Guaranty April 2008 - July 2011
Skills
Organizational..., Workforce Planning, Personnel Management, Change Management, Culture Change, Leadership, Business Planning, Expenses, Crisis Communications, Affirmative Action..., Human Resources, New Hire Orientations, Employee Relations, Onboarding, Performance Management, Talent Management, Succession Planning, Talent Acquisition, Training, Sourcing, PeopleSoft, Employee Benefits, Employment Law
Education
Houston Baptist University 2010 — 2011
Master of Science, Human Resource Management
University of Houston 2004 — 2009
Bachelor of Arts, History
William Shields's Next Financial Experience May 2008 - November 2008
Job
Industry Computer Software
Experience
Google November 2010 - Present
Nable Consulting November 2008 - November 2010
Next Financial May 2008 - November 2008
IWL Limited October 2005 - May 2008
JDV 2005 - 2007
Oracle Corporation March 2005 - September 2005
UBS Investment Banking January 2004 - November 2004
ADC March 2001 - September 2003
Hesperus Pty Ltd January 2000 - January 2001
Sanford Securities April 1999 - January 2000
Skills
Java, AJAX, Java Enterprise Edition, Software Development, CSS, Subversion, Agile Methodologies, Web Services, JavaScript, Software Engineering, PHP, GWT, REST, Git, SOA, Test Driven Development, JUnit, Spring, Web Applications, C++, Python
Education
Kaplan 2005 — 2009
Master of Applied Finance, Financial Markets
RMIT University 1997 — 2000
Bachelor of Applied Science, Information Technology
Google November 2010 - Present
Nable Consulting November 2008 - November 2010
Next Financial May 2008 - November 2008
IWL Limited October 2005 - May 2008
JDV 2005 - 2007
Oracle Corporation March 2005 - September 2005
UBS Investment Banking January 2004 - November 2004
ADC March 2001 - September 2003
Hesperus Pty Ltd January 2000 - January 2001
Sanford Securities April 1999 - January 2000
Skills
Java, AJAX, Java Enterprise Edition, Software Development, CSS, Subversion, Agile Methodologies, Web Services, JavaScript, Software Engineering, PHP, GWT, REST, Git, SOA, Test Driven Development, JUnit, Spring, Web Applications, C++, Python
Education
Kaplan 2005 — 2009
Master of Applied Finance, Financial Markets
RMIT University 1997 — 2000
Bachelor of Applied Science, Information Technology
Bryan Kaarlsen, CFP's Next Financial Experience June 2008 - Present
Job KFSG Wealth Management, LLC
Industry Financial Services
Experience
Next Financial June 2008 - Present
Wealth Management Firm October 2007 - May 2009
Northwestern Mutual May 1992 - October 2007
Skills
Retirement Planning, Wealth Management, Wealth Management..., Wealth Accumulation, High Net Worth...
Education
University at Buffalo 1984 — 1989
BS, Psychology
The American College
CLU, ChFC, RHU, REBC
Next Financial June 2008 - Present
Wealth Management Firm October 2007 - May 2009
Northwestern Mutual May 1992 - October 2007
Skills
Retirement Planning, Wealth Management, Wealth Management..., Wealth Accumulation, High Net Worth...
Education
University at Buffalo 1984 — 1989
BS, Psychology
The American College
CLU, ChFC, RHU, REBC
Ken Palermo's Next Financial Experience December 2008 - Present
Job Compliance Analyst at NEXT Financial
Industry Financial Services
Experience
Next Financial December 2008 - Present
AIM Investments January 1996 - October 2005
Education
Sam Houston State University 1998 — 2001
MBA, Management
Sam Houston State University 1990 — 1995
BBA
Next Financial December 2008 - Present
AIM Investments January 1996 - October 2005
Education
Sam Houston State University 1998 — 2001
MBA, Management
Sam Houston State University 1990 — 1995
BBA
Mark Simanski's Next Financial Experience August 2004 - August 2008
Job Lead Data Management Services Analyst at Broadridge Financial Solutions
Industry Information Technology and Services
Experience
Broadridge Financial Solutions November 2014 - Present
Broadridge Financial Solutions January 2010 - Present
T. Rowe Price September 2008 - May 2009
Next Financial August 2004 - August 2008
Skills
SQL, SharePoint, Mutual Funds, Business Analysis, Data Analysis, Financial Services, Process Improvement, Requirements Gathering, Vendor Management, CRM, Relationship Management, Business Intelligence, Business Process...
Education
St. Francis University 2000 — 2004
Bachelor of Science (B.S.), Management Information Systems
Broadridge Financial Solutions November 2014 - Present
Broadridge Financial Solutions January 2010 - Present
T. Rowe Price September 2008 - May 2009
Next Financial August 2004 - August 2008
Skills
SQL, SharePoint, Mutual Funds, Business Analysis, Data Analysis, Financial Services, Process Improvement, Requirements Gathering, Vendor Management, CRM, Relationship Management, Business Intelligence, Business Process...
Education
St. Francis University 2000 — 2004
Bachelor of Science (B.S.), Management Information Systems
Bill Johns's Next Financial Experience May 2008 - March 2010
Job Private Cloud Architect at Friedkin Information Technology
Industry Information Technology and Services
Experience
Friedkin Information Technology June 2014 - Present
WorleyParsons February 2014 - May 2014
CDM Resource Management LLC February 2012 - January 2014
Sequel Data Systems April 2010 - April 2012
Next Financial May 2008 - March 2010
MediaFire.com 2007 - 2008
IBAC Interests, L.P. June 1999 - May 2007
Grant Prideco 2006 - 2007
Compaq Computer Corporation June 2000 - February 2002
Compaq Computer Corporation March 1997 - June 1999
Skills
VMware Infrastructure, HP Proliant, Dell PowerEdge Servers, SAN, Windows 7, Microsoft Exchange, HP Storage, Lync Server 2010, Microsoft SQL Server, Dell Computers, Group Policy, VMware View, Disaster Recovery, Microsoft Cluster, Storage, NetApp, Systems Management, EMC Storage, Troubleshooting, Active Directory, ESXi, Cisco UCS, VMware, VMware ESX, HP Servers, Servers, Wintel, HP Server Hardware, HP Blade, Clariion, IBM Servers, Virtualization, Cisco Technologies, Windows Server, Citrix, Help Desk Support, SharePoint, Data Center, IT Management, ThinApp, DFS, Storage Area Networks, Server Consolidation, vSphere, Data Domain, HP, System Administration, Enterprise Software, VDI, Hyper-V
Education
Lone Star College System 2006 — 2007
Associate of Arts (A.A.)
Sam Houston State University 2002 — 2005
Lone Star College System
Associates of Arts
Friedkin Information Technology June 2014 - Present
WorleyParsons February 2014 - May 2014
CDM Resource Management LLC February 2012 - January 2014
Sequel Data Systems April 2010 - April 2012
Next Financial May 2008 - March 2010
MediaFire.com 2007 - 2008
IBAC Interests, L.P. June 1999 - May 2007
Grant Prideco 2006 - 2007
Compaq Computer Corporation June 2000 - February 2002
Compaq Computer Corporation March 1997 - June 1999
Skills
VMware Infrastructure, HP Proliant, Dell PowerEdge Servers, SAN, Windows 7, Microsoft Exchange, HP Storage, Lync Server 2010, Microsoft SQL Server, Dell Computers, Group Policy, VMware View, Disaster Recovery, Microsoft Cluster, Storage, NetApp, Systems Management, EMC Storage, Troubleshooting, Active Directory, ESXi, Cisco UCS, VMware, VMware ESX, HP Servers, Servers, Wintel, HP Server Hardware, HP Blade, Clariion, IBM Servers, Virtualization, Cisco Technologies, Windows Server, Citrix, Help Desk Support, SharePoint, Data Center, IT Management, ThinApp, DFS, Storage Area Networks, Server Consolidation, vSphere, Data Domain, HP, System Administration, Enterprise Software, VDI, Hyper-V
Education
Lone Star College System 2006 — 2007
Associate of Arts (A.A.)
Sam Houston State University 2002 — 2005
Lone Star College System
Associates of Arts
Scott Key's Next Financial Experience September 2003 - April 2007
Job Team Lead at Southwestern Energy
Industry Information Technology and Services
Experience
Southwestern Energy August 2011 - Present
Baker Hughes May 2008 - August 2011
HMT Technology April 2007 - May 2008
Next Financial September 2003 - April 2007
Eagle Global Logistics January 2000 - September 2003
Skills
Windows Server, SQL Server, Enterprise Vault, VMware, Cisco, Microsoft Exchange..., EMC, NetApp Filers, Cisco Technologies, Microsoft SQL Server, Microsoft Exchange, Netbackup, Switches, System Administration, Citrix, EMC Storage, Active Directory, DNS
Education
New Horizons Computer Learning Center 1999 — 2000
A+
San Antonio College
Southwestern Energy August 2011 - Present
Baker Hughes May 2008 - August 2011
HMT Technology April 2007 - May 2008
Next Financial September 2003 - April 2007
Eagle Global Logistics January 2000 - September 2003
Skills
Windows Server, SQL Server, Enterprise Vault, VMware, Cisco, Microsoft Exchange..., EMC, NetApp Filers, Cisco Technologies, Microsoft SQL Server, Microsoft Exchange, Netbackup, Switches, System Administration, Citrix, EMC Storage, Active Directory, DNS
Education
New Horizons Computer Learning Center 1999 — 2000
A+
San Antonio College
Jay Vinson's Next Financial Experience January 2008 - September 2010
Job Vice President, New Business Development at Cetera Advisors LLC
Industry Financial Services
Experience
Cetera Advisors LLC October 2010 - Present
Next Financial January 2008 - September 2010
Mutual Service Corporation 2000 - 2008
Investors Financial Group 1998 - 2000
H.D. Vest Financial Services 1996 - 1999
Skills
New Business Development, Financial Recruiting, Business Management, Practice Management, Strategic Consulting
Education
The University of Texas at Dallas
Economics, Finance
Cetera Advisors LLC October 2010 - Present
Next Financial January 2008 - September 2010
Mutual Service Corporation 2000 - 2008
Investors Financial Group 1998 - 2000
H.D. Vest Financial Services 1996 - 1999
Skills
New Business Development, Financial Recruiting, Business Management, Practice Management, Strategic Consulting
Education
The University of Texas at Dallas
Economics, Finance
Andrew Southwick's Next Financial Experience January 2008 - September 2008
Job Senior Software Engineer at Bee Cave Games
Industry Computer Software
Experience
Bee Cave Games August 2015 - Present
Evernote November 2011 - January 2015
Agile Poet, LLC June 2010 - October 2011
Mammoth Mountain Ski Area January 2010 - June 2010
Lyons Forge Innovations September 2008 - January 2010
Next Financial January 2008 - September 2008
Atomic Games February 2004 - December 2004
Tektonic Studios 2002 - 2004
Retro Studios 1999 - 2001
Metrowerks 1996 - 1999
Skills
Objective-C, Software Development, C++, C#, Agile Methodologies, User Interface, SQL, Web Services, OOP
Education
Virginia Polytechnic Institute and State University 1993 — 1994
M.S., Computer Science
Rensselaer Polytechnic Institute 1989 — 1992
B.S.C.S.E., Computer Engineering
Bee Cave Games August 2015 - Present
Evernote November 2011 - January 2015
Agile Poet, LLC June 2010 - October 2011
Mammoth Mountain Ski Area January 2010 - June 2010
Lyons Forge Innovations September 2008 - January 2010
Next Financial January 2008 - September 2008
Atomic Games February 2004 - December 2004
Tektonic Studios 2002 - 2004
Retro Studios 1999 - 2001
Metrowerks 1996 - 1999
Skills
Objective-C, Software Development, C++, C#, Agile Methodologies, User Interface, SQL, Web Services, OOP
Education
Virginia Polytechnic Institute and State University 1993 — 1994
M.S., Computer Science
Rensselaer Polytechnic Institute 1989 — 1992
B.S.C.S.E., Computer Engineering
Tom Faatz's Next Financial Experience May 2004 - May 2008
Job Salesman at Fuccillo Kia of Cape Coral
Industry Financial Services
Experience
Fuccillo Kia of Cape Coral Branch ManagerBerthel Fisher and CompanyMarch 2010 - December 2011
Next Financial May 2004 - May 2008
Skills
Mutual Funds, Retirement Planning, Wealth Management, Retirement, Personnel Recruiting, Compliance, Leadership Development, Series 24, Sales Management, Series 65, Securities, FINRA, Fixed Annuities
Education
Florida Gulf Coast University 2011 — 2013
Crown College 1988 — 1990
BS, Business Administration
Crown College 1988 — 1990
Bachelor of Science (BS), Business Administration and Management, General
Fuccillo Kia of Cape Coral Branch ManagerBerthel Fisher and CompanyMarch 2010 - December 2011
Next Financial May 2004 - May 2008
Skills
Mutual Funds, Retirement Planning, Wealth Management, Retirement, Personnel Recruiting, Compliance, Leadership Development, Series 24, Sales Management, Series 65, Securities, FINRA, Fixed Annuities
Education
Florida Gulf Coast University 2011 — 2013
Crown College 1988 — 1990
BS, Business Administration
Crown College 1988 — 1990
Bachelor of Science (BS), Business Administration and Management, General
xiomara vielman's Next Financial Experience Financial AdvisorSGC FinancialApril 2005 - April 2009
Job Investment Advisor Representative at Next Financial
Industry Financial Services
Experience
Next Financial Financial AdvisorSGC FinancialApril 2005 - April 2009
Education
Santa Clara University 1998 — 2002
Finance
Next Financial Financial AdvisorSGC FinancialApril 2005 - April 2009
Education
Santa Clara University 1998 — 2002
Finance
Andrew Guinn's Next Financial Experience September 2009 - Present
Job Financial Advisor at Next Financial
Industry Financial Services
Experience
Next Financial September 2009 - Present
Education
Southern Wesleyan University 2004 — 2008
BS, Business
Next Financial September 2009 - Present
Education
Southern Wesleyan University 2004 — 2008
BS, Business
Robert Borden's Next Financial Experience May 2004 - May 2006
Job Senior Portfolio Analyst at Paul Comstock Partners
Industry Financial Services
Experience
Paul Comstock Partners May 2006 - Present
Next Financial May 2004 - May 2006
Invesco (Formerly AIM Management) May 1998 - June 1999
Skills
Portfolio Management, Financial Services, Portfolio Optimization, Financial Risk..., Series 7, Investments, Mutual Funds, Fixed Annuities, Uniform Combined State..., Due Diligence, Variable Annuities, Equities, Asset Management, Asset Allocation, Alternative Investments, Financial Modeling, Securities, Wealth Management, Fixed Income, Investment Advisory, Financial Analysis, Investment Strategies, Strategic Financial..., Financial Planning, Hedge Funds, Investment Management, Equity Research
Education
University of Houston, C.T. Bauer College of Business 2000 — 2002
MBA, Management
The University of Texas at Arlington - College of Business 1996 — 1998
BBA, Finance
Paul Comstock Partners May 2006 - Present
Next Financial May 2004 - May 2006
Invesco (Formerly AIM Management) May 1998 - June 1999
Skills
Portfolio Management, Financial Services, Portfolio Optimization, Financial Risk..., Series 7, Investments, Mutual Funds, Fixed Annuities, Uniform Combined State..., Due Diligence, Variable Annuities, Equities, Asset Management, Asset Allocation, Alternative Investments, Financial Modeling, Securities, Wealth Management, Fixed Income, Investment Advisory, Financial Analysis, Investment Strategies, Strategic Financial..., Financial Planning, Hedge Funds, Investment Management, Equity Research
Education
University of Houston, C.T. Bauer College of Business 2000 — 2002
MBA, Management
The University of Texas at Arlington - College of Business 1996 — 1998
BBA, Finance
Don Determan's Next Financial Experience March 2007 - December 2007
Job
Industry Financial Services
Experience
Senior Quote Insurance Services October 2013 - May 2015
Select Quote Auto & Home April 2013 - October 2013
Aflac July 2012 - April 2013
Quaker Funds,Inc. July 2009 - April 2011
MLP Real Estate Securities, Inc. June 2008 - December 2008
Redstone Interests,LLC December 2007 - June 2008
Next Financial March 2007 - December 2007
Lightstone Securities January 2006 - February 2007
Ivy Funds July 2002 - April 2005
Skills
Financial Services, Finance, Insurance, Alternative Investments, Mutual Funds
Education
University of Nebraska at Kearney 1976 — 1978
Bachelor of Science, Business Administration
Senior Quote Insurance Services October 2013 - May 2015
Select Quote Auto & Home April 2013 - October 2013
Aflac July 2012 - April 2013
Quaker Funds,Inc. July 2009 - April 2011
MLP Real Estate Securities, Inc. June 2008 - December 2008
Redstone Interests,LLC December 2007 - June 2008
Next Financial March 2007 - December 2007
Lightstone Securities January 2006 - February 2007
Ivy Funds July 2002 - April 2005
Skills
Financial Services, Finance, Insurance, Alternative Investments, Mutual Funds
Education
University of Nebraska at Kearney 1976 — 1978
Bachelor of Science, Business Administration
Patrice Mixon's Next Financial Experience February 2011 - May 2015
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Next Financial February 2011 - May 2015
Next Financial May 2010 - February 2011
StockCross October 2005 - June 2008
Fiserv January 2002 - September 2005
Skills
Series 7, Series 24, Series 9/10
Education
Lamar University 1975 — 1979
Bachelor's, Business Administration
Merrill Lynch June 2015 - Present
Next Financial February 2011 - May 2015
Next Financial May 2010 - February 2011
StockCross October 2005 - June 2008
Fiserv January 2002 - September 2005
Skills
Series 7, Series 24, Series 9/10
Education
Lamar University 1975 — 1979
Bachelor's, Business Administration
Jeff Mathis's Next Financial Experience November 2007 - Present
Job Division Manager at Next Financial
Industry Financial Services
Experience
Southern Heritage Financial Group November 2007 - Present
Next Financial November 2007 - Present
Edward Jones September 1999 - November 2007
GE Appliances February 1994 - September 1999
Amana Refrigeration February 1987 - February 1994
Skills
Public Speaking, Singing, Team Leadership, Broadcast, Investment Strategies, Retirement Planning, Retirement Income..., Estate Planning, Management Consulting, Sales Management, Retirement, Business Development, Finance, Recruiting, Sales, Insurance, Series 63, Marketing, IRAs, Financial Advisory, Wealth, Wealth Management, Strategic Financial..., Financial Planners, Investment Advisory, 401k, Securities, Asset Management, Small Business, Investments, Series 7, Portfolio Management, Fixed Annuities, Life Insurance, Financial Services, Wealth Accumulation, Asset Allocation, Mutual Funds
Education
Middle Tennessee State University 1983 — 1985
Business, Finance
Florida College 1980 — 1982
Associate's degree, General Studies
Lincoln County High School 1976 — 1980
Southern Heritage Financial Group November 2007 - Present
Next Financial November 2007 - Present
Edward Jones September 1999 - November 2007
GE Appliances February 1994 - September 1999
Amana Refrigeration February 1987 - February 1994
Skills
Public Speaking, Singing, Team Leadership, Broadcast, Investment Strategies, Retirement Planning, Retirement Income..., Estate Planning, Management Consulting, Sales Management, Retirement, Business Development, Finance, Recruiting, Sales, Insurance, Series 63, Marketing, IRAs, Financial Advisory, Wealth, Wealth Management, Strategic Financial..., Financial Planners, Investment Advisory, 401k, Securities, Asset Management, Small Business, Investments, Series 7, Portfolio Management, Fixed Annuities, Life Insurance, Financial Services, Wealth Accumulation, Asset Allocation, Mutual Funds
Education
Middle Tennessee State University 1983 — 1985
Business, Finance
Florida College 1980 — 1982
Associate's degree, General Studies
Lincoln County High School 1976 — 1980
Darrell Raymond's Next Financial Experience December 2009 - November 2010
Job Financial Services Professional
Industry Financial Services
Experience
Track Data Corp March 1999 - Present
Next Financial December 2009 - November 2010
Next Financial February 2009 - December 2009
Skills
Investments, Series 7, Mutual Funds, Annuities, series 24, series 63, series 55, Series 3, series 30
Education
Metropolitan College of New York
Track Data Corp March 1999 - Present
Next Financial December 2009 - November 2010
Next Financial February 2009 - December 2009
Skills
Investments, Series 7, Mutual Funds, Annuities, series 24, series 63, series 55, Series 3, series 30
Education
Metropolitan College of New York
Peter Ciriani's Next Financial Experience June 1989 - Present
Job Licensed Investment Professional at Next Financial
Industry Financial Services
Experience
Next Financial June 1989 - Present
Solartron Inc. June 1985 - May 1989
Skills
Retirement Planning, Retirement, Mutual Funds, Series 7, Wealth Management
Education
Rutgers University
University of Maryland College Park
Next Financial June 1989 - Present
Solartron Inc. June 1985 - May 1989
Skills
Retirement Planning, Retirement, Mutual Funds, Series 7, Wealth Management
Education
Rutgers University
University of Maryland College Park
Ed Morais's Next Financial Experience March 2003 - July 2010
Job
Industry Financial Services
Experience
Next Financial March 2003 - July 2010
First Financial Planners September 1999 - March 2003
American Express Financial Advisors September 1996 - December 1997
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory, Investments, Retirement, Strategic Financial..., Series 63, Portfolio Management, Asset Management, Investment Strategies, Insurance, 401k Rollovers, Wealth Management..., Series 65, ETFs, Long-term Care, Finance, Life Insurance, Financial Services, Asset Allocation, Financial Advisory
Education
State University of New York College at Old Westbury 1991 — 1994
BS, Finance
UMass Boston 1980 — 1982
Political Science and Government
Next Financial March 2003 - July 2010
First Financial Planners September 1999 - March 2003
American Express Financial Advisors September 1996 - December 1997
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory, Investments, Retirement, Strategic Financial..., Series 63, Portfolio Management, Asset Management, Investment Strategies, Insurance, 401k Rollovers, Wealth Management..., Series 65, ETFs, Long-term Care, Finance, Life Insurance, Financial Services, Asset Allocation, Financial Advisory
Education
State University of New York College at Old Westbury 1991 — 1994
BS, Finance
UMass Boston 1980 — 1982
Political Science and Government
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY