Next Financial Group

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Next Financial Group Employees

Employee
Years
Job
Industry
Yohannes Arega. MBA Yohannes Arega. MBA Houston, Texas Area Details
Yohannes Arega. MBA's Next Financial Group Experience January 2008 - January 2012
Job Counterparty Due Dilligence Analyst at BP
Industry Oil & Energy
Experience
BP  August 2014 - Present
JPMorgan Chase  January 2013 - August 2014
Next Financial Group   January 2008 - January 2012
Alliance Benefit Group  February 2006 - January 2008
Morgan Stanley DW   January 2005 - February 2006
Merrill Lynch  June 2004 - December 2004

Skills
Series 7, Series 24, Series 66, Investments, Mutual Funds, Securities, Retirement Planning, Wealth Management, Strategic Financial..., Series 63, Fixed Annuities, Asset Managment, Asset Allocation, ETFs, Series 6, Portfolio Management, FINRA, Investment Advisory, Retirement, Investment Strategies, 401k, Alternative Investments, Financial Advisory, Uniform Combined State..., Banking, Financial Risk, Finance, Financial Analysis, AML, Anti Money Laundering, Risk Management, Asset Management, Financial Planning

Education
Tulane University   2008 — 2010
MBA, Finance

University of Houston   2000 — 2004
Bachelor of Science, Economics

Don Roseberry Don Roseberry Houston, Texas Details
Don Roseberry's Next Financial Group Experience October 2008 - Present
Job Financial Advisor
Industry Financial Services
Experience
Next Financial Group   October 2008 - Present
Amerifinancial/TRFMG( The Reserve Fund Management Group)   October 2001 - October 2008
Marion Bass Securities   September 1995 - August 2001
Star Disposal Systems   October 1991 - September 1995
Laidlaw Waste Systems  July 1988 - October 1991

Skills
Investments, Portfolio Management, Financial Services, Financial Planning, Series 7, Securities, Financial Advisory, Investment Advisory, Asset Management, Wealth Management, Asset Allocation, Retirement Planning, Leadership, Contract Negotiation, Negotiation, Sales Management, Management, Financial Analysis, Process Improvement, Strategic Planning

Education
College of the Mainland
Finance, Business

Anthony Bider Anthony Bider Virginia Beach, Virginia Details
Anthony Bider's Next Financial Group Experience 2012 - 2014
Job Product Specialist at Checkered Flag Toyota
Industry Military
Experience
Checkered Flag Auto Group  October 2014 - Present
Xtreme-U   September 2013 - Present
USCG  2009 - Present
BIDER Methods   November 2013 - Present
NEXT Financial Group   2012 - 2014
GEICO  October 2007 - May 2008

Skills
Marketing, Team Leadership, Security Clearance, Start-ups, Leadership, Training, Business Development, Public Speaking, Leadership Development, Military Experience, Program Management, Communication, Teamwork, Market Research, Military Operations, Sales, Storytelling, DoD, Force Protection, CrossFit, Fitness, Personal Training, Team Building, National Security, Maritime Security, Homeland Security, Navy, Asking Questions, ISSA, Cold Calling, Health Insurance, Insurance, Life Insurance, Security

Education
Old Dominion University
Physical Education

KP George KP George Houston, Texas Area Details
KP George's Next Financial Group Experience May 1995 - Present
Job Certified Financial Planner @ Next Financial Group
Industry Financial Services
Experience
Next Financial Group   May 1995 - Present

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Strategic Planning

Education
College for Financial Planning   2003 — 2006
Certified Financial Planner, Finance and Financial Management Services

Brian Machamer Brian Machamer Norfolk, Virginia Area Details
Brian Machamer's Next Financial Group Experience March 2004 - July 2008
Job A Smarter Way to Invest
Industry Investment Management
Experience
Riverside Investment Partners, Inc.   August 2015 - Present
Machamer Financial, Registered Investment Advisor   September 2009 - August 2015
First Allied Securities  July 2008 - September 2009
Next Financial Group   March 2004 - July 2008
AXA Advisors  December 2000 - March 2004
Merrill Lynch  February 1997 - December 2000
Natural Gas Utilities   June 1984 - January 1997

Skills
Tactical Strategies, Portfolio Management, Investment Advisory, Rollover 401(k), IRAs, Retirement Safety..., Low Risk strategies, Investments, Precious Metals strategy, Managing 401(k) accounts, Low Volatility strategy, Financial Advisory, Investment Strategies, 401k

Education
Old Dominion University   1986 — 1989
MEM, Engineering Management

Old Dominion University   1979 — 1984
BSME, Mechanical Engineering

Dawson White Dawson White Las Vegas, Nevada Details
Dawson White's Next Financial Group Experience February 2008 - September 2010
Job President at Whiterock Financial, LLC
Industry Financial Services
Experience
Whiterock Financial, LLC   October 2010 - Present
NEXT Financial Group   February 2008 - September 2010
Merrill Lynch  January 2005 - January 2008
Merck  June 2000 - December 2004

Skills
401k Rollovers, Retirement Planning, Insurance Solutions, ETFs, Tax Strategies, Financial Planning, Investments, Investment Advisory, Insurance, Asset Allocation, 401k, Mutual Funds, Asset Management, Portfolio Management, Retirement, Wealth Management, Disability Insurance, Annuities, Strategic Financial..., Tax, Employee Benefits, Financial Advisory, Small Business, Investment Strategies, Wealth, Finance, Investment Management, IRAs, Alternative Investments, Financial Services, Financial Planners, Estate Planning, Fixed Annuities, Series 7, Series 63, Securities, FINRA, Life Insurance, Wealth Management..., High Net Worth..., Personal Finance

Education
State University of New York at Buffalo - School of Management   2002 — 2005
MBA, Business Administration

Fairleigh Dickinson University   1998 — 2000
Bachelor of Science, Business Management

Raritan Valley Community College   1996 — 1998
AAS, International Business Management

Shelly Dodge Shelly Dodge Dallas/Fort Worth Area Details
Shelly Dodge's Next Financial Group Experience May 2005 - Present
Job President at Visionary Financial Group
Industry Financial Services
Experience
Visionary Financial Group   July 2012 - Present
NEXT Financial Group   May 2005 - Present
Southwest Bank  July 2001 - July 2012
Southwest Securities  July 2001 - May 2005
Merrill Lynch  June 1995 - July 2001
Bank of America  April 1990 - June 1995
Chase/Bank One   May 1988 - April 1990
Piper Jaffray  June 1987 - May 1988
Southwest Securities  June 1986 - June 1987

Skills
Investments, Securities, Wealth Management, Estate Planning, Series 7, Retirement Planning, Retirement, Strategic Financial..., Fixed Annuities, Asset Managment, Insurance, Finance, Investment Strategies, Portfolio Management, Investment Advisory, Financial Advisory, Financial Services, Asset Management, Financial Planning

Education
The University of Texas at Dallas   1991 — 1997
Bachelor, Economics & Finance

Cannon Financial Institute
Certified Wealth Strategist®

Heather Barkley Heather Barkley Houston, Texas Area Details
Heather Barkley's Next Financial Group Experience January 2009 - October 2010
Job Investment Specialist at Kanaly Trust Company
Industry Financial Services
Experience
Kanaly Trust Company  October 2013 - Present
Woodlands Securities Corp.   January 2013 - October 2013
Wealth Solutions, Inc   March 2012 - June 2012
Tiras Pennington & Associates   January 2011 - March 2012
Next Financial Group   January 2009 - October 2010
Invesco  February 2001 - March 2006
Cable&Wireless Worldwide  May 2000 - January 2001
Logix Communications  December 1997 - August 1999
Logix Communications  September 1995 - December 1997

Skills
Mutual Funds, Investments, Asset Allocation, Series 63, FINRA, Series 7, Securities, Wealth Management, Insurance, Life Insurance, Financial Services, Recruiting, Strategic Financial..., Retirement Planning, Financial Advisory, Fixed Annuities, Investment Advisory, Portfolio Management, Uniform Combined State..., Finance, Retirement

Education
Houston Community College

Aleigha Sardina Aleigha Sardina Greater New York City Area Details
Aleigha Sardina's Next Financial Group Experience August 2007 - December 2007
Job Real Estate Risk Analyst at Citi
Industry Investment Banking
Experience
Citi  June 2013 - Present
Citi  January 2011 - June 2013
Citi  June 2010 - January 2012
Citi  June 2009 - December 2009
Citi  June 2008 - June 2009
Canisius College  April 2005 - May 2008
Next Financial Group   August 2007 - December 2007

Skills
Derivatives, Fixed Income, Credit, Risk, Portfolio Management, Management, Mortgage Lending, Financial Analysis, Credit Risk, Risk Management, Credit Analysis, Operational Risk, Analysis, Financial Risk, Finance, Payments, Loan Origination, Asset Management

Education
Canisius College   2004 — 2008
B.S. Hon., Finance/Economics, International Business

NYU School of Professional Studies
Certificate in Real Estate Asset Management, Real Estate Development, N/A

Jessica Bordelon Jessica Bordelon Richmond, Virginia Area Details
Jessica Bordelon's Next Financial Group Experience May 2001 - May 2002
Job B2B Marketing Expert at Gorjess By Design
Industry Marketing and Advertising
Experience
Gorjess By Design   June 2007 - Present
Rose Paving Company  July 2004 - March 2011
Welcom Software Technology  June 2002 - June 2004
NEXT Financial Group   May 2001 - May 2002
Hansen Technologies Corporation  August 1999 - February 2001

Skills
Marketing Strategy, Public Relations, Social Media, Advertising, Marketing, Market Research, New Business Development, Strategic Planning, Event Planning, Budgets, B2B, Management, Graphic Design, Marketing Communications, Sales Management, Strategy, Social Media Marketing, Team Building, Contract Negotiation, Leadership, Negotiation, Business Development, Human Resources

Education
University of Tennessee-Knoxville   1996 — 1999
BA, English

University of Illinois at Urbana-Champaign   1995 — 1996
Art History

John Merriwether John Merriwether Washington D.C. Metro Area Details
John Merriwether's Next Financial Group Experience August 2006 - March 2008
Job Sr. Accountant, Derivatives & Investments at Navient
Industry Financial Services
Experience
Navient  September 2012 - Present
Guggenheim Investments  March 2011 - August 2012
State Street Corporation  September 2008 - March 2011
NEXT Financial Group   August 2006 - March 2008

Skills
Equities, Accounts Payable, Internal Audit, Settlement, Financial Forecasting, Treasury, Securities, Mutual Funds, Bloomberg, Fixed Income, Derivatives, Account Reconciliation, Accounting, Financial Modeling, Portfolio Management, Investments, Financial Services, Trading, Auditing, Finance, Financial Analysis, Analysis, Corporate Finance, Variance Analysis, Valuation, Cash Management, GAAP, PeopleSoft, Strategic Financial..., Asset Management

Education
Saint Joseph's University - Erivan K. Haub School of Business   2009 — 2010
Masters, Business Administration

University of Houston, C.T. Bauer College of Business   1999 — 2004
Bachelor of Business Administration, Finance/Accounting

Jason Luksa Jason Luksa Houston, Texas Area Details
Jason Luksa's Next Financial Group Experience June 2006 - September 2007
Job Sales Field Instrumentation at Puffer Sweiven
Industry Oil & Energy
Experience
Puffer Sweiven  2013 - Present
Partnervest Financial Group, LLC  2011 - 2012
Pacer Financial  January 2010 - July 2010
Meeder Financial  May 2008 - October 2008
NEXT FINANCIAL GROUP   June 2006 - September 2007
Capitas Financial  July 2005 - June 2006
AIG VALIC  March 2000 - December 2004
Morgan Stanley  February 1999 - January 2000

Skills
Mutual Funds

Education
Baylor University   1994 — 1998
Bachelor of Arts (BA), Financial Planning

Baylor University
Finance and Financial Management Services

Chase M. Robertson Chase M. Robertson San Francisco, California Details
Chase M. Robertson's Next Financial Group Experience 2007 - 2008
Job Principal & Cohead of IC Energy Credit Partners at Industry Capital
Industry Venture Capital & Private Equity
Experience
Industry Capital Advisors, LLC.   March 2014 - Present
Texas Based Multi-Family Office   January 2010 - April 2014
IBERIABANK  2010 - 2014
Medallion Global LLC.   2010 - 2012
First Allied Securities  2008 - 2010
NEXT Financial Group.  2007 - 2008

Skills
Portfolio Management, Investments, Financial Analysis, Alternative Investments, Wealth Management, Financial Modeling, Asset Managment, Securities, Strategic Financial..., Risk Management, Valuation, Loans, Credit, Asset Management, Commercial Banking, Banking, Credit Risk, Commercial Lending, Finance, Relationship Management, Capital Markets, Investment Banking, Private Equity, Project Finance, Trading, Structured Finance

Education
Texas Tech University - Rawls College of Business   2002 — 2007
BBA, Management

Memorial High School   1998 — 2002

Amanda Aksel Amanda Aksel Norfolk, Virginia Area Details
Amanda Aksel's Next Financial Group Experience September 2008 - September 2013
Job Co Owner/ Publisher at Elephantine Publishing, LLC
Industry Financial Services
Experience
Elephantine Publishing, LLC   January 2014 - Present
Amanda Aksel   January 2011 - Present
NEXT Financial Group, Inc.   April 2013 - April 2014
Next Financial Group   September 2008 - September 2013
Century 21 Advanced Real Estate   May 2005 - August 2008

Education
Saint Leo University   2006 — 2010
B.A., Psychology

Zarro Acting Academy   2004 — 2006
Acting, Screenwriting

Robert Schlangen Robert Schlangen Katy, Texas Details
Robert Schlangen's Next Financial Group Experience June 2007 - January 2012
Job Owner of Regulatory Compliance Firm
Industry Financial Services
Experience
3010 Enterprises   January 2012 - Present
NEXT Financial Group   June 2007 - January 2012
United Planners' Financial Services of America   April 2005 - May 2007
AIG Advisor Group  2003 - 2005

Skills
Series 24, Securities, AML, Risk Management, Policy, FINRA, Series 7, Investment Advisory, Investments, Financial Advisory, Series 63

Education
University of California, San Diego   2001 — 2005
Bachelors, Economics

Maria Caporale Maria Caporale Greater New York City Area Details
Maria Caporale's Next Financial Group Experience 2005 - 2010
Job Advisor Solutions Broker/Dealer Change Succession Planning Coach
Industry Financial Services
Experience
Caporale Advisor Services   2010 - Present
National Planning Corporation  2010 - 2011
NEXT Financial Group   2005 - 2010
ICON Capital Corp  2002 - 2005

Skills
Transition Specialist, Marketing Consultant, Corporate Events, Investments, Marketing, Financial Services, Recruiting, Business Development, Email Marketing, Management, Sales, Budgets, Social Media, Marketing Strategy, Cold Calling, Retirement Planning, Securities, Insurance, Selling, Finance, Strategic Financial..., Strategy, Executive Management, Mutual Funds, Wealth Management, Employee Benefits, Asset Management, Portfolio Management, Relationship Management, Series 7, Series 63

Education
University of New Haven   1993 — 1995
MBA, Concentration in Public Relations

Central Connecticut State University
BS, Management Information Systems

Kim Kham Kim Kham Houston, Texas Details
Kim Kham's Next Financial Group Experience March 2010 - December 2010
Job Marketing Manager at NEXT Financial Group, Inc.
Industry Financial Services
Experience
NEXT Financial Group, Inc.   February 2012 - Present
The Greensheet  August 2011 - February 2012
4WARD Financial Marketing, Inc.   January 2011 - August 2011
Next Financial Group   March 2010 - December 2010
The Enpro Group   October 2007 - March 2010

Skills
Press Releases, Project Coordination, Marketing Communications, Social Media Marketing, Corporate Communications, Freelance Graphics, Adobe Creative Suite, Google Adwords, Copy Editing, Creative Writing, Blogging, Sales Process, Desktop Support, Microsoft Office, Web Content, Content Management, CMS, Social Media, Marketing Strategy, Facebook, Email Marketing, Advertising, Social Networking, Public Relations, Copywriting, Marketing, Online Marketing, Graphic Design, Online Advertising, Event Planning, SEO, Newsletters, Google Analytics, Internal Communications, Corporate Branding, Sales

Education
University of Houston   2004 — 2007
Advertising/PR, Communications

Nicole Harleman Nicole Harleman Spring, Texas Details
Nicole Harleman's Next Financial Group Experience January 2007 - October 2007
Job Customer Service Associate at Aon Hewitt
Industry Outsourcing/Offshoring
Experience
Aon Hewitt  August 2009 - Present
Spherion Staffing Group, the Hewitt Project   September 2009 - July 2010
Next Financial Group   January 2007 - October 2007
Pacific Income Advisers  April 2006 - August 2006
ING  April 2005 - August 2005
National Planning Corporation, California   April 2003 - April 2005
First Republic Securities  July 2002 - April 2003
First Republic   November 2001 - July 2002

Skills
Lotus Notes, Customer Service, Telephone Skills, Banking, Filing, Defined Benefit, Retail, Loans, Retirement, Research, Defined Contribution, Pensions, Call Centers, Open Enrollment, Customer Satisfaction

Education
University of Phoenix   2008 — 2011
Bachelor of Science, Business Communications

Patrick Wight Patrick Wight Greater Minneapolis-St. Paul Area Details
Patrick Wight's Next Financial Group Experience July 2005 - June 2007
Job Partner, Vantage Point Wealth Management
Industry Financial Services
Experience
Vantage Point Wealth Management   July 2007 - Present
Next Financial Group   July 2005 - June 2007
AIG American General  February 2002 - June 2005
Apogee Enterprises, Inc.   March 1995 - December 2001

Education
St. Cloud State University - Herberger Business School   1991 — 1995
Finance, Finance & Economics

Hutchinson High School

Carl Keusseyan Carl Keusseyan Houston, Texas Area Details
Carl Keusseyan's Next Financial Group Experience July 2008 - September 2010
Job Porgram Manager PMP, CMS, CSPO
Industry Information Technology and Services
Experience
ConocoPhillips  December 2012 - August 2015
Microsoft  September 2012 - December 2012
Foster Wheeler  September 2010 - September 2012
Next Financial Group   July 2008 - September 2010
Decision Strategies, Inc.   January 2006 - June 2008
Compuforce Inc,   January 1997 - December 2005
Schlumberger  September 1993 - November 1997
LyondellBasell  1991 - 1993

Skills
Project Portfolio..., Management Consulting, Program Management, Cross-functional Team..., Software Project..., Stakeholder Management, Infrastructure Capacity..., Benefit Cost Analysis, Infrastructure Security, Change Management, Risk Management, Quality Management, Team Building, Business Analysis, Cost Benefit, Problem Solving, Software Engineering, Financial Reporting, Cloud Computing, Engineering, NIST, FISMA, FedRAMP, Project Management, SharePoint, Business Process..., Process Improvement, Business Intelligence, IT Strategy, PMO, Management, Strategic Planning, Enterprise Architecture, ERP, Project Planning

Education
Cornell University
Bachelors, Mathematics

University of Phoenix
Masters, MBA

Scot Shier, CFP® Scot Shier, CFP® Orange County, California Area Details
Scot Shier, CFP®'s Next Financial Group Experience 2006 - Present
Job President, CFP at Quintessential Financial Corp.
Industry Financial Services
Experience
Quintessential Financial Corp.   2002 - Present
NEXT Financial Group   2006 - Present
UCI - UC Irvine Extension   December 2014 - Present
University of Redlands  June 2014 - Present
Investment Advisory Commission for the City of Mission Viejo   November 2013 - Present
Mission Viejo Chamber of Commerce   July 2014 - Present

Skills
Retirement Planning, Investments, IRAs, 401k, Life Insurance, Small Business, Investment Advisory, Wealth Management, Series 7, Public Speaking, Securities, Alternative Investments, Entrepreneurship, Investment Strategies, Personal Financial..., Estate Planning, Insurance, Long-term Care, Disability Insurance, Fixed Annuities, Fixed Income, Retirement, Risk Management, Mutual Funds, Employee Benefits, Personal Finance, Asset Allocation, Strategic Planning, Financial Planning, Strategic Financial..., Financial Planners, Portfolio Management, New Business Development, Asset Management, Wealth, Wealth Management..., Relationship Management, Equities, Asset Managment, Real Estate, Series 24, Financial Analysis, Financial Services, Financial Advisory, Finance, Retirement Plan..., Community Outreach

Education
College for Financial Planning   2005 — 2007
Certified Financial Planner

University of Southern California   1984 — 1985
MS, Systems Management

United States Air Force Academy   1978 — 1982
BS, Aeronautical Engineering

Gary Falber Gary Falber Denver, Colorado Details
Gary Falber's Next Financial Group Experience CEOStop Buying The BullMarch 2008 - Present
Job Independent Financial Advisor
Industry Financial Services
Experience
Next Financial Group   CEOStop Buying The BullMarch 2008 - Present

Skills
Mergers & Acquisitions, Business Strategy, Due Diligence, Business Development, Management, Strategy, Finance, Investments

Education
Kean University   1974 — 1977

Holmdel High School   1970 — 1974

Bruce Griggs Bruce Griggs United States Details
Bruce Griggs's Next Financial Group Experience January 2013 - January 2015
Job
Industry Financial Services
Experience
Bank of Lancaster  February 2015 - August 2015
Infinex Financial Group  February 2015 - August 2015
Next Financial Group   January 2013 - January 2015
Anderson & Strudwick/Sterne Agee   June 2006 - January 2013

Skills
Finance, Financial Planning, Investments, Retirement Planning, Wealth Management

Education
North Carolina State University   1982 — 1985
Doctor of Philosophy (Ph.D.), Wood and paper science and engineering

Georgia Institute of Technology/institute of Paper Chemistry   1979 — 1981
Master of Science (MS), Paper Science and Engineering

Purdue University   1976 — 1979
Bachelor's degree, Chemistry

Courtney Molnar Courtney Molnar Toledo, Ohio Details
Courtney Molnar's Next Financial Group Experience February 2010 - Present
Job Executive Assistant to CFO
Industry Financial Services
Experience
Next Financial Group   February 2010 - Present
Fifth Third Bank  September 2009 - October 2010

Skills
Client Services, Customer Engagement, Relationship Management, Financial Services, Financial Planning, Sales, Client Development, Microsoft Excel, Social Media Marketing, Organizational..., Time Management, Operational Planning, Project Planning, Community Outreach, Charity Work, Customer Service, Management, PowerPoint, Leadership, Microsoft Office, Team Building

Education
Owens Community College   2015 — 2015
Associate of Arts (AA), Business Administration, Management and Operations

Julie Mathis Schwarz Julie Mathis Schwarz Fayetteville, Tennessee Details
Julie Mathis Schwarz's Next Financial Group Experience September 2012 - Present
Job Business Development at Next Financial Group
Industry Financial Services
Experience
Next Financial Group   September 2012 - Present
Qualitest Pharmaceuticals  September 2006 - September 2009
NASA  February 2004 - September 2006

Skills
Microsoft Word, Outlook, Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Sales, Marketing, Budgets, Account Management, Public Speaking, Business Development, Social Networking, New Business Development

Education
Lincoln County High School   1981 — 1984

Florida College

Motlow State Community College

Michael E. Miller, CFP® Michael E. Miller, CFP® Greater Philadelphia Area Details
Michael E. Miller, CFP®'s Next Financial Group Experience October 2006 - May 2010
Job
Industry Financial Services
Experience
Lighthouse Planning Consultants  August 2015 - Present
Hanlon Investment Management, Inc.   July 2014 - July 2015
Interactive Advisory Software  July 2014 - July 2015
Hanlon Investment Management, Inc.   June 2013 - July 2015
Richard Stockton College  2014 - 2014
Hanlon Investment Management, Inc.   June 2012 - June 2013
Hanlon Investment Management, Inc.   May 2010 - June 2012
NEXT Financial Group   October 2006 - May 2010
Ayco Co.   2005 - 2006

Education
Richard Stockton College of New Jersey   2012 — 2013
Certificate, Financial Planning

The College of Saint Rose   2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General

Nima Morad Nima Morad Orange County, California Area Details
Nima Morad's Next Financial Group Experience September 2002 - December 2010
Job
Industry Financial Services
Experience
Financial Placement Group   December 2010 - Present
Next Financial Group   September 2002 - December 2010

Skills
Financial Advisor..., Financial Recruiting..., Asset Management, Business Development, Finance, Financial Advisory, Investment Advisory, Life Insurance, Marketing, Recruiting, Retirement Planning, Series 63, Series 7, Wealth Management

Education
Cal Poly Pomona   1993 — 1998
Finance and Financial Management Services

Hong Kong International School   1989 — 1993
High School

Scott Whitten Scott Whitten Rochester, Minnesota Details
Scott Whitten's Next Financial Group Experience March 2010 - July 2011
Job Financial Professional NEXT Financial Group, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Strategic Tax & Retirement   April 2012 - Present
The Capital Financial Group / H. Beck, Inc.   June 2011 - April 2012
Next Financial Group   March 2010 - July 2011
American National Insurance  February 2009 - December 2009
National Securities  July 2007 - December 2008
Brookstreet Securities  April 2002 - June 2007
Pacific Life  January 1999 - March 2002
California Federal Bank  October 1996 - December 1998
New York Life  November 1995 - October 1996

Skills
Fixed Annuities, Retirement Planning, Investments, Insurance, Retirement, Strategic Financial..., Series 7, Wealth Management, Life Insurance, Series 63, Mutual Funds, Business Planning, Financial Planners, Investment Advisory, Relationship Management, Sales, Securities, Disability Insurance

Education
California State University-Fullerton   2006 — 2012
BS, Business & Economics

Saddleback College   2004 — 2006
AA, General Studies

Fullerton College   1992 — 1995
Law

Brian Skolte Brian Skolte Greater Minneapolis-St. Paul Area Details
Brian Skolte's Next Financial Group Experience December 2005 - December 2009
Job Owner, SNS Financial Group
Industry Investment Management
Experience
SNS Financial Group   January 2010 - Present
Next Financial Group   December 2005 - December 2009
Ameriprise Financial (Formerly American Express)   July 2002 - November 2005

Education
The American College   2006 — 2007
Certified Financial Planner

Augustana University (SD)   1997 — 2001
BS, Business Administration and Computer Science

Erik Neel Erik Neel Houston, Texas Area Details
Erik Neel's Next Financial Group Experience November 2007 - April 2010
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

Agatha (Aggie) Robinson-AAMS Agatha (Aggie) Robinson-AAMS Kansas City, Missouri Area Details
Agatha (Aggie) Robinson-AAMS's Next Financial Group Experience February 2007 - November 2007
Job ManagerBrokerage Accounts at Waddell & Reed
Industry Financial Services
Experience
USAA  April 2011 - March 2013
Self Employed  March 2010 - April 2011
Stanford Group Company  November 2007 - March 2010
NEXT Financial Group   February 2007 - November 2007
WOODMEN FINANCIAL SERVICES   October 2001 - August 2006
Pershing LLC  August 2000 - June 2001
PERSHING (A DIVISION OF THE BANK   January 2000 - January 2001
SUNSET FINANCIAL SERVICES   August 1995 - January 2000
DST Systems  January 1983 - January 1995

Skills
Series 7, Series 24, FINRA, Series 63, Mutual Funds, Securities, Wealth Management, Portfolio Management, Retirement Planning, Investment Advisory, Strategic Financial..., Equities, Financial Advisory, Asset Managment, Investments, Leadership, Asset Management, Fixed Annuities, Insurance

Education
Bellevue University   2006 — 2007
Master's Degree, MANAGEMENT

University of Missouri   1989 — 1991
Bachelor's Degree, Business

UNIVERSITY OF MISSOURI
B.S, BUSINESS

Cash Matthews Cash Matthews Austin, Texas Area Details
Cash Matthews's Next Financial Group Experience 2007 - May 2013
Job The Solomon Group Financial Services, LLC, Registered Investment Advisor
Industry Financial Services
Experience
Money University   January 2015 - Present
The Solomon Group Financial Services, LLC   May 2013 - Present
American Bicycle Association   2006 - Present
The Solomon Group  August 1980 - Present
NEXT Financial Group   2007 - May 2013

Skills
Leadership, Investments, Entrepreneurship, Finance, Insurance, Financial Advisory, Employee Benefits, Advertising, Life Insurance, Strategic Financial..., Customer Service, Retirement, Fixed Annuities, Estate Planning, Microsoft Word, Financial Analysis, Investment Advisory, Disability Insurance, Business Planning, Asset Allocation, Wealth, Wealth Management, Long Term Care Insurance, Tax, Term Life Insurance, Investment Strategies, Asset Management, Financial Services, Universal Life, Portfolio Management, Health Insurance

Education
University of Central Oklahoma   1979 — 1982

Wm. Toby Beach Wm. Toby Beach Silver Spring, Maryland Details
Wm. Toby Beach's Next Financial Group Experience December 2000 - Present
Job Financial Advisor at Next Financial Group
Industry Financial Services
Experience
Montgomery Community Television  January 2005 - Present
Next Financial Group   December 2000 - Present
First Southeastern Securities   January 1995 - December 2000
Integrated Resources  1987 - 2000

Skills
Editing, Public Relations, Investments, Social Media, Sales, Finance, Marketing Communications, Videography, Media Relations, Press Releases, Television, Public Speaking, Financial Services, Portfolio Management, Nonprofits, Retirement Planning

Education
Leadership Montgomery County   1995 — 2015
Bachelor of Science (B.S.)

Illinois State University   1971 — 1975
BS, Social Science Comprehensive

Joseph Hahm Joseph Hahm Dallas/Fort Worth Area Details
Joseph Hahm's Next Financial Group Experience June 2006 - December 2008
Job Compliance Officer at First Southwest Company
Industry Financial Services
Experience
First Southwest Company  May 2012 - Present
Capital Institutional Services  January 2011 - May 2012
Assent Trading  April 2009 - February 2010
NEXT Financial Group   June 2006 - December 2008
Kershner Trading Group  May 2005 - April 2006

Skills
Series 7, Series 63, Series 24, Equity Trading, Securities, FINRA, Trading, Options, Mutual Funds, Electronic Trading, Fixed Income, Capital Markets, Trading Systems, Proprietary Trading, Investment Banking, Uniform Combined State..., Structured Products, Financial Services, Equities, AML

Education
The University of Texas at Austin   1999 — 2004

Candace Beamer Candace Beamer Houston, Texas Area Details
Candace Beamer's Next Financial Group Experience February 2011 - Present
Job Operations Analyst at AIG
Industry Education Management
Experience
Next Financial Group   February 2011 - Present

Education
Old Dominion University   1996 — 2001

Christy Lawrie Christy Lawrie Greater Minneapolis-St. Paul Area Details
Christy Lawrie's Next Financial Group Experience February 2004 - February 2005
Job Attorney
Industry Legal Services
Experience
McGrann Shea Carnival Straughn & Lamb   May 2011 - Present
Minnesota Tenth Judicial District   December 2009 - May 2011
Minnesota Court of Appeals  August 2008 - December 2009
Greene Espel   March 2007 - July 2008
Law Internship   June 2006 - July 2006
NEXT Financial Group   February 2004 - February 2005

Skills
Legal Writing, Civil Litigation, Legal Research, Advocacy, Client Counseling, Litigation, Mediation, Courts, Employment Law, Motions, Westlaw, Appeals, Trials, Commercial Litigation, Depositions, Dispute, Microsoft Office, Oral Arguments, Public Speaking, ERISA, Microsoft Excel, Breach Of Contract, Outlook

Education
William Mitchell College of Law   2004 — 2008
JD, 3.49/4.0

St. Cloud State University   1999 — 2003
Bachelor of Science and Bachelor of Arts, Finance and Economics and Minors in Political Science and Math

Gerry Mohr Gerry Mohr Houston, Texas Area Details
Gerry Mohr's Next Financial Group Experience January 1999 - January 2006
Job VP Compensation, Licensing & Registration at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group  September 2010 - Present
Independent Consultant  September 2009 - January 2011
IFMG (Independent Financial Marketing Group)   June 2006 - October 2008
NEXT Financial Group   January 1999 - January 2006
Advantage Capital Corporation   January 1990 - January 1999
Shearson Lehman Hutton  January 1989 - January 1990
EF Hutton & Company  January 1978 - January 1988
EF Hutton & Company  April 1976 - June 1978

Skills
Training, Management, Process Improvement, Risk Management, Leadership, Team Building, Operations Management, Insurance, Financial Services, Brokers, Series 7

Education
Saint John's University   1975 — 1977
Business

Saint John's University
studies, Business Management

Dennis Ober Dennis Ober Des Moines, Iowa Area Details
Dennis Ober's Next Financial Group Experience February 2004 - December 2010
Job Welcome to Managed Risk Strategies
Industry Financial Services
Experience
Managed Risk Strategies   September 2011 - Present
Dennis Ober   August 1987 - Present
NEXT Financial Group   February 2004 - December 2010

Skills
Oil, Annuities, Retirement, Insurance, Investments, Retirement Planning, Fixed Annuities, Life Insurance, Investment Advisory, Alternative Investments, Petroleum, Long-term Care, Series 7, IRAs, Finance, 401k, Mutual Funds, Wealth, Wealth Management, Estate Planning, Disability Insurance, Securities, Strategic Financial..., Series 6, Financial Advisory, Asset Allocation

Education
Drake University   1962 — 1967
BME, Music Education

Melissa Mulhall Melissa Mulhall Houston, Texas Area Details
Melissa Mulhall's Next Financial Group Experience 2004 - 2007
Job Teacher at Nobel Learning Communities
Industry Oil & Energy
Experience
Nobel Learning Communities  November 2009 - Present
Premium Drilling   October 2007 - June 2009
NEXT Financial Group   2004 - 2007

Education
Texas State University   1999 — 2004
BA, Psychology

Anthony Rosen Anthony Rosen Greater Los Angeles Area Details
Anthony Rosen's Next Financial Group Experience January 1999 - September 2010
Job Sales Manager at Solar Universe
Industry Renewables & Environment
Experience
none  April 2015 - Present
Next Financial Group   January 1999 - September 2010

Skills
Sales Management

Education
University of Southern California   1979 — 1986

University of Southern California - Marshall School of Business   1981 — 1985
B.S., Entrepreneur Program

Kikis Lamadrid Kikis Lamadrid Houston, Texas Area Details
Kikis Lamadrid's Next Financial Group Experience 2011 - 2012
Job AMI Montessori Directress. Teacher Trainer, Consultant at Montessori School of Sugar Land
Industry Financial Services
Experience
Montessori School of Sugar Land   2013 - Present
Next Financial Group   2011 - 2012
UBS Int'l. Inc.   July 2007 - June 2009
Stanford Group Company  2005 - 2007
Saint Nicholas Montessori School   1999 - 2001
Longwood Montessori School   1998 - 1999
AIAS  1994 - 1996

Education
El Colegio de México

Kim Crow Kim Crow Conroe, Texas Details
Kim Crow's Next Financial Group Experience May 2007 - July 2008
Job Accounting/ Administrative Assistant
Industry Accounting
Experience
Jaeger Products   September 2011 - Present
NEXT Financial Group   May 2007 - July 2008
Invesco Ltd.  June 2002 - May 2007
Invesco Ltd.  August 2000 - June 2002

Education
Lone Star College - Community College   2009 — 2011
Associate of Applied Science, Accounting

Sam Houston State University   1997 — 1999
BBA, Business Management

North Harris Montgomery Community College   1994 — 1997
n/a, basics

Johanna Bathurst Johanna Bathurst Baltimore, Maryland Area Details
Johanna Bathurst's Next Financial Group Experience 2004 - 2010
Job Wealth Manager and Investment Advisor
Industry Financial Services
Experience
JLB Wealth Management Group, LLC   March 2015 - Present
NEXT Financial Group   2004 - 2010

Skills
Asset Allocation, Securities, Investments, Finance, Asset Management, Financial Services, Portfolio Management, Wealth, 401k, Retirement Planning, Management, Financial Planning, Wealth Management

Education
EMLYON   1989 — 1991
MBA, International Business

Towson University   1984 — 1989
BA, International Business & French

Ken Palermo Ken Palermo Houston, Texas Details
Ken Palermo's Next Financial Group Experience December 2008 - September 2010
Job Compliance Analyst at Vaughan Nelson Investment Management
Industry Investment Management
Experience
Vaughan Nelson Investment Management, L.P.   September 2010 - Present
Next Financial Group   December 2008 - September 2010
Invesco Aim  January 1996 - October 2005

Skills
Mutual Funds, Process Improvement, Securities, FINRA, Series 7, Asset Management, Series 24, Risk Management, Licensing, Alternative Investments, Investment Advisory

Education
Sam Houston State University   1997 — 2001
MBA, Management

Sam Houston State University   1990 — 1995
BBA, Business

Jose Velazquez-Ramos, EA Jose Velazquez-Ramos, EA Greater Boston Area Details
Jose Velazquez-Ramos, EA's Next Financial Group Experience April 2012 - October 2012
Job Enrolled Agent, Master Tax Advisor/Instruc Business H&R Block & Cambridge College; Series 7; Ph.D. Studies Finance
Industry Financial Services
Experience
H&R Block  January 2002 - Present
Cambridge College  September 2007 - Present
Next Financial Group   April 2012 - October 2012
Waddell & Reed  September 2009 - April 2010
New England Business Partners   June 2007 - May 2009
Primerica  July 2002 - April 2007

Skills
IRS Enrolled Agent, Registered Investment..., Licensed Property &..., Licensed Life & Health..., Series 7, Series 66

Education
Fordham University   1997 — 2002
Ph.D. - pending, Financial and Development Economics

Fordham University   1998 — 2000
M.S., Economics

Boston University   2010 — 2011
Certificate, Financial Planning