NEXT Financial Group, Inc.
Industry: Company
DescriptionHeadquarters: Houston, TX Founded: 1998 Parent organization: NEXT Financial Holdings, Inc. Subsidiary: Next Financial Group, Inc., Asset Management Arm
NEXT Financial Group, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at NEXT Financial Group, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
NEXT Financial Group, Inc. Salaries. You can even request information on how much does NEXT Financial Group, Inc. pay if you want to. Learn about salaries, pros and cons of working for NEXT Financial Group, Inc. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
79 NEXT Financial Group, Inc. employees in database. Find out everything there's to know about NEXT Financial Group, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
NEXT Financial Group, Inc. Employees
Employee
Years
Job
Industry
Sonny Patten Sonny Patten's NEXT Financial Group, Inc. Experience December 2014 - Present
Job Multimedia Specialist at NEXT Financial Group, Inc.
Industry Public Relations and Communications
Experience
NEXT Financial Group, Inc. December 2014 - Present
Integrate Agency April 2014 - November 2014
Edelman May 2012 - April 2014
Pratt Communications June 2011 - May 2012
The Detering Company May 2011 - August 2011
Conn's Electronics June 2007 - August 2008
Pappas Restaurants, Inc. March 2005 - February 2007
Skills
Creative Thinking, Adaptability, Fortitude, Leadership Experience, Decision Making, Crisis Management, Interpersonal Skills, Negotiating Skills, Technical Communication..., Verbal Communication..., Time Management Skills, AP Style/Writing Skills, All MS Office suites, Adobe Photoshop, Adobe Illustrator, Adobe Premier Pro, Adobe Audition, Dreamweaver, Advanced Windows..., Microsoft networking, Photoshop, Illustrator, Negotiation, Communication Training, Microsoft Office, Time Management, InDesign
Education
Texas Tech University 2010 — 2012
Bachelors, Public Relations, 3.3
Lone Star College 2008 — 2010
Associates, Arts
NEXT Financial Group, Inc. December 2014 - Present
Integrate Agency April 2014 - November 2014
Edelman May 2012 - April 2014
Pratt Communications June 2011 - May 2012
The Detering Company May 2011 - August 2011
Conn's Electronics June 2007 - August 2008
Pappas Restaurants, Inc. March 2005 - February 2007
Skills
Creative Thinking, Adaptability, Fortitude, Leadership Experience, Decision Making, Crisis Management, Interpersonal Skills, Negotiating Skills, Technical Communication..., Verbal Communication..., Time Management Skills, AP Style/Writing Skills, All MS Office suites, Adobe Photoshop, Adobe Illustrator, Adobe Premier Pro, Adobe Audition, Dreamweaver, Advanced Windows..., Microsoft networking, Photoshop, Illustrator, Negotiation, Communication Training, Microsoft Office, Time Management, InDesign
Education
Texas Tech University 2010 — 2012
Bachelors, Public Relations, 3.3
Lone Star College 2008 — 2010
Associates, Arts
Claudia Hanania Claudia Hanania's NEXT Financial Group, Inc. Experience April 2014 - Present
Job Senior Marketing Officer at NEXT Financial Group, Inc.
Industry Public Relations and Communications
Experience
NEXT Financial Group, Inc. April 2014 - Present
NEXT Financial Group, Inc. June 2013 - April 2014
Texas State University January 2011 - May 2013
MD Anderson Cancer Center June 2012 - August 2012
Baylor College of Medicine June 2010 - July 2011
The Men's Wearhouse 2006 - 2011
Skills
Writing, Editing, InDesign, Copy Editing, Public Speaking, Public Relations, Customer Service, Conflict Management, AP Style, Ap Style, Blogging, Community Outreach, Event Planning, Facebook, Graphic Design, Interpersonal..., Marketing, Media Relations, Microsoft Office, Newsletters, Press Releases, Social Media Marketing, Social Media, Social Networking, Publications, Microsoft Word, PowerPoint, Research, Fundraising, WordPress, Advertising, Copywriting, Corporate Communications, Email Marketing, Marketing Strategy, Marketing Communications, Microsoft Excel, Leadership, Communication, Time Management, SEO, Strategy, Magazines, Photoshop, Teamwork
Education
Texas State University-San Marcos 2009 — 2013
Mass Communication, Public Relations, Advertising, and Applied Communication
Dulles
NEXT Financial Group, Inc. April 2014 - Present
NEXT Financial Group, Inc. June 2013 - April 2014
Texas State University January 2011 - May 2013
MD Anderson Cancer Center June 2012 - August 2012
Baylor College of Medicine June 2010 - July 2011
The Men's Wearhouse 2006 - 2011
Skills
Writing, Editing, InDesign, Copy Editing, Public Speaking, Public Relations, Customer Service, Conflict Management, AP Style, Ap Style, Blogging, Community Outreach, Event Planning, Facebook, Graphic Design, Interpersonal..., Marketing, Media Relations, Microsoft Office, Newsletters, Press Releases, Social Media Marketing, Social Media, Social Networking, Publications, Microsoft Word, PowerPoint, Research, Fundraising, WordPress, Advertising, Copywriting, Corporate Communications, Email Marketing, Marketing Strategy, Marketing Communications, Microsoft Excel, Leadership, Communication, Time Management, SEO, Strategy, Magazines, Photoshop, Teamwork
Education
Texas State University-San Marcos 2009 — 2013
Mass Communication, Public Relations, Advertising, and Applied Communication
Dulles
Chandra Lounsbury-Halverson Chandra Lounsbury-Halverson's NEXT Financial Group, Inc. Experience 2006 - 2009
Job Vice President, Brokerage and Investment Advisory Operations at BOK Financial
Industry Financial Services
Experience
BOK Financial June 2015 - Present
BOSC, Inc., A subsidiary of BOK Financial Corp. August 2013 - June 2015
AdvisorNet Financial September 2009 - August 2013
Gradient Financial Group May 2009 - September 2009
NEXT Financial Group, Inc. 2006 - 2009
Lincoln Financial Advisors 2002 - 2006
Skills
Series 7, Series 24, Series 63, Series 66, Series 53, Securities, Wealth Management, Complaint resolution, Operations Management, Advertising review, Branch Inspections, Anti Money Laundering, Alternative Investments, Strategic Financial..., Investment Advisory, Investments, Asset Allocation, Financial Advisory, Financial Services, 401k, Microsoft Excel, Adobe Creative Suite, PowerPoint, Advent, Laserfiche, Document Imaging, Trading Systems, Mutual Funds, Microsoft Office, Finance, Retirement Planning, Retirement, Estate Planning, Life Insurance, Investment Management, IRAs, FINRA, Investment Strategies, Financial Planners, Long-term Care, Financial Planning
Education
Bethel University 2005 — 2007
MBA, Business
Bethel College 2002 — 2004
Bachelor of Business Administration (B.B.A.)
BOK Financial June 2015 - Present
BOSC, Inc., A subsidiary of BOK Financial Corp. August 2013 - June 2015
AdvisorNet Financial September 2009 - August 2013
Gradient Financial Group May 2009 - September 2009
NEXT Financial Group, Inc. 2006 - 2009
Lincoln Financial Advisors 2002 - 2006
Skills
Series 7, Series 24, Series 63, Series 66, Series 53, Securities, Wealth Management, Complaint resolution, Operations Management, Advertising review, Branch Inspections, Anti Money Laundering, Alternative Investments, Strategic Financial..., Investment Advisory, Investments, Asset Allocation, Financial Advisory, Financial Services, 401k, Microsoft Excel, Adobe Creative Suite, PowerPoint, Advent, Laserfiche, Document Imaging, Trading Systems, Mutual Funds, Microsoft Office, Finance, Retirement Planning, Retirement, Estate Planning, Life Insurance, Investment Management, IRAs, FINRA, Investment Strategies, Financial Planners, Long-term Care, Financial Planning
Education
Bethel University 2005 — 2007
MBA, Business
Bethel College 2002 — 2004
Bachelor of Business Administration (B.B.A.)
Maria Williamson Maria Williamson's NEXT Financial Group, Inc. Experience April 2012 - September 2014
Job Residential Real Estate Agent
Industry Real Estate
Experience
Keller Williams Memorial September 2014 - Present
NEXT Financial Group, Inc. April 2012 - September 2014
UT M. D. Anderson Cancer Center April 1994 - June 2008
Skills
Process Improvement, Outlook, Budgets, Customer Service, Leadership, Microsoft Excel, Public Speaking, Strategic Planning, Microsoft Office, Team Building, Access, Insurance, Microsoft Word, Marketing, PowerPoint, Training, Employee Relations, Human Resources, Analysis
Education
University of Houston-Downtown
Keller Williams Memorial September 2014 - Present
NEXT Financial Group, Inc. April 2012 - September 2014
UT M. D. Anderson Cancer Center April 1994 - June 2008
Skills
Process Improvement, Outlook, Budgets, Customer Service, Leadership, Microsoft Excel, Public Speaking, Strategic Planning, Microsoft Office, Team Building, Access, Insurance, Microsoft Word, Marketing, PowerPoint, Training, Employee Relations, Human Resources, Analysis
Education
University of Houston-Downtown
Doug Schmidt Doug Schmidt's NEXT Financial Group, Inc. Experience February 2012 - Present
Job President, Legacy Asset Management, Inc.
Industry Financial Services
Experience
Legacy Asset Management, Inc. (AZ) January 2001 - Present
NEXT Financial Group, Inc. February 2012 - Present
Fountain Hills Chamber of Commerce June 2010 - June 2013
Fountain Hills Chamber of Commerce June 2009 - July 2010
Education
Bemidji State University 1980 — 1985
BS, Economics
Metropolitan State College of Denver 1999 — 2000
Personal Financial Planning Certificate
Legacy Asset Management, Inc. (AZ) January 2001 - Present
NEXT Financial Group, Inc. February 2012 - Present
Fountain Hills Chamber of Commerce June 2010 - June 2013
Fountain Hills Chamber of Commerce June 2009 - July 2010
Education
Bemidji State University 1980 — 1985
BS, Economics
Metropolitan State College of Denver 1999 — 2000
Personal Financial Planning Certificate
Catherine Marrin Catherine Marrin's NEXT Financial Group, Inc. Experience July 2014 - February 2015
Job Public Relations Specialist at Liberty Tax Service
Industry Public Relations and Communications
Experience
Liberty Tax Service February 2015 - Present
NEXT Financial Group, Inc. July 2014 - February 2015
First Things First of Greater Richmond May 2013 - August 2013
Endeavor Capital, LLC May 2012 - August 2012
YMCA January 2012 - May 2012
Skills
PowerPoint, Event Planning, Social Media, Website design, Brand Development, Organizational Skills, Blogging, Creative and Innovative, Interpersonal Skill, Childcare, Auditing, Spreadsheets, Talent Booking, SurveyMonkey, Requesting Donations..., Creating materials for..., Publicizing local events, Marketing, Management, Public Speaking, Facebook, Social Media Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, Time Management, Press Releases
Education
Longwood University 2010 — 2014
Bachelor's degree, Communication Studies: Organizational and Public Relations, Alumni
Liberty Tax Service February 2015 - Present
NEXT Financial Group, Inc. July 2014 - February 2015
First Things First of Greater Richmond May 2013 - August 2013
Endeavor Capital, LLC May 2012 - August 2012
YMCA January 2012 - May 2012
Skills
PowerPoint, Event Planning, Social Media, Website design, Brand Development, Organizational Skills, Blogging, Creative and Innovative, Interpersonal Skill, Childcare, Auditing, Spreadsheets, Talent Booking, SurveyMonkey, Requesting Donations..., Creating materials for..., Publicizing local events, Marketing, Management, Public Speaking, Facebook, Social Media Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, Time Management, Press Releases
Education
Longwood University 2010 — 2014
Bachelor's degree, Communication Studies: Organizational and Public Relations, Alumni
Darrell Moore, Attorney, CAMS's NEXT Financial Group, Inc. Experience February 2010 - October 2013
Job Vice President, Global Financial Crimes, JP Morgan Chase
Industry Law Practice
Experience
JP Morgan Chase October 2013 - Present
NEXT Financial Group, Inc. February 2010 - October 2013
American Express October 2007 - September 2009
AIG Advisor Group June 2003 - January 2007
Skills
FINRA, Anti-fraud, AML, Series 24, Risk Management, Series 7, Securities, Equities, Investments, Asset Managment, Uniform Combined State..., Due Diligence, Series 65, Investment Advisory, Alternative Investments, Wealth Management, Asset Management, Securities Regulation, Legal Compliance, USA PATRIOT Act
Education
University of Houston Law Center 2010 — 2014
Juris Doctor, 3.28
George Mason University
BS, Finance
JP Morgan Chase October 2013 - Present
NEXT Financial Group, Inc. February 2010 - October 2013
American Express October 2007 - September 2009
AIG Advisor Group June 2003 - January 2007
Skills
FINRA, Anti-fraud, AML, Series 24, Risk Management, Series 7, Securities, Equities, Investments, Asset Managment, Uniform Combined State..., Due Diligence, Series 65, Investment Advisory, Alternative Investments, Wealth Management, Asset Management, Securities Regulation, Legal Compliance, USA PATRIOT Act
Education
University of Houston Law Center 2010 — 2014
Juris Doctor, 3.28
George Mason University
BS, Finance
Glenn Wiggle Glenn Wiggle's NEXT Financial Group, Inc. Experience January 2000 - September 2015
Job CoOwner at Peak Reps
Industry Financial Services
Experience
Peak Reps September 2015 - Present
The Financial Guys 1996 - Present
Independent Solutions Wealth Management, LLC 2008 - Present
Neiman Funds Management LLC 2009 - Present
NEXT Financial Group, Inc. January 2000 - September 2015
Education
Michigan State University
Bachelor of Arts (BA), Finance, General
Peak Reps September 2015 - Present
The Financial Guys 1996 - Present
Independent Solutions Wealth Management, LLC 2008 - Present
Neiman Funds Management LLC 2009 - Present
NEXT Financial Group, Inc. January 2000 - September 2015
Education
Michigan State University
Bachelor of Arts (BA), Finance, General
Jay Merchant's NEXT Financial Group, Inc. Experience September 2009 - April 2012
Job Project Controls at Burrow Global
Industry Oil & Energy
Experience
Burrow Global, LLC April 2015 - Present
CDI Corporation May 2013 - April 2015
Material Alteration Company, LLC September 2012 - May 2013
NEXT FINANCIAL GROUP INC September 2009 - April 2012
YOKOGAWA CORPORATION OF AMERICA May 2008 - August 2009
US Army January 1994 - January 2008
Skills
Server Administration, Microsoft SQL Server, Network Cabling, Complete Server Room..., Data Backup Solutions, Microsoft Office..., Data cable fabrication, Microsoft Exchange..., Linux Server, Web Design, Web Server..., Active Directory..., Custom PHP Solutions, MySQL Server..., Database Modeling, Access, Cabling, Active Directory, Data Center, Disaster Recovery, Finance, Leadership, Management, Microsoft Exchange, Network Administration, Networking, Project Planning, Servers, SharePoint, Strategic Financial..., Strategic Planning, Training, VMware, VMware Infrastructure, Web Servers, Windows Server
Education
Saint Leo University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Saint Leo University 2001 — 2007
Bachelor of Science, Computer Information Systems
Burrow Global, LLC April 2015 - Present
CDI Corporation May 2013 - April 2015
Material Alteration Company, LLC September 2012 - May 2013
NEXT FINANCIAL GROUP INC September 2009 - April 2012
YOKOGAWA CORPORATION OF AMERICA May 2008 - August 2009
US Army January 1994 - January 2008
Skills
Server Administration, Microsoft SQL Server, Network Cabling, Complete Server Room..., Data Backup Solutions, Microsoft Office..., Data cable fabrication, Microsoft Exchange..., Linux Server, Web Design, Web Server..., Active Directory..., Custom PHP Solutions, MySQL Server..., Database Modeling, Access, Cabling, Active Directory, Data Center, Disaster Recovery, Finance, Leadership, Management, Microsoft Exchange, Network Administration, Networking, Project Planning, Servers, SharePoint, Strategic Financial..., Strategic Planning, Training, VMware, VMware Infrastructure, Web Servers, Windows Server
Education
Saint Leo University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Saint Leo University 2001 — 2007
Bachelor of Science, Computer Information Systems
Wenqi Zhang Wenqi Zhang's NEXT Financial Group, Inc. Experience January 2015 - Present
Job MSF Candidate at IIT
Industry Mining & Metals
Experience
NEXT Financial Group, Inc. January 2015 - Present
Harsco Metals & Minerals 2013 - 2014
Taigang Group International Trade Co., Ltd. May 2011 - August 2011
Skills
Internal Controls, Financial Analysis, Mining, Microsoft Excel, Accounting, Continuous Improvement, Metallurgy, Steel, Teamwork, VBA
Education
Illinois Institute of Technology 2014 — 2016
Master's Degree, Finance, General, 4.0
University of Iowa 2010 — 2013
Bachelor of Business Administration (BBA), Finance, General
NEXT Financial Group, Inc. January 2015 - Present
Harsco Metals & Minerals 2013 - 2014
Taigang Group International Trade Co., Ltd. May 2011 - August 2011
Skills
Internal Controls, Financial Analysis, Mining, Microsoft Excel, Accounting, Continuous Improvement, Metallurgy, Steel, Teamwork, VBA
Education
Illinois Institute of Technology 2014 — 2016
Master's Degree, Finance, General, 4.0
University of Iowa 2010 — 2013
Bachelor of Business Administration (BBA), Finance, General
Krysten Jackson's NEXT Financial Group, Inc. Experience February 2012 - July 2013
Job Transition Specialist at Beyond Advising
Industry Management Consulting
Experience
Beyond Advising July 2013 - Present
NEXT Financial Group, Inc. February 2012 - July 2013
Cathaway Consulting Company May 2008 - February 2012
Constellation Brands, Inc. January 2007 - May 2008
Greater Rochester Mortgage Corporation January 2001 - January 2007
Skills
Social Media Marketing, Marketing Communications, Marketing, Marketing Strategy, Social Media, Account Management, Salesforce.com, Market Research, Training, Business Development, Process Improvement, Budgets, Management, Recruiting, Program Management
Education
Saint John Fisher College 2010 — 2011
MBA, General Management
Saint John Fisher College 2004 — 2007
BS, Management and Marketing
Beyond Advising July 2013 - Present
NEXT Financial Group, Inc. February 2012 - July 2013
Cathaway Consulting Company May 2008 - February 2012
Constellation Brands, Inc. January 2007 - May 2008
Greater Rochester Mortgage Corporation January 2001 - January 2007
Skills
Social Media Marketing, Marketing Communications, Marketing, Marketing Strategy, Social Media, Account Management, Salesforce.com, Market Research, Training, Business Development, Process Improvement, Budgets, Management, Recruiting, Program Management
Education
Saint John Fisher College 2010 — 2011
MBA, General Management
Saint John Fisher College 2004 — 2007
BS, Management and Marketing
Samantha Jimenez Samantha Jimenez's NEXT Financial Group, Inc. Experience December 2013 - October 2014
Job Next Financial Group Commissions Specialist
Industry Financial Services
Experience
NEXT Financial Group, Inc. December 2013 - October 2014
Texas State Student Support Services September 2011 - January 2012
2B Bebe November 2010 - April 2011
Skills
Microsoft Office, Photoshop, Editing, Microsoft Word, PowerPoint, Customer Service, Research, Microsoft Excel, Public Speaking, Outlook, English, Windows, Public Relations, Social Media, Event Planning, Event Management
Education
Texas State University 2008 — 2012
Bachelor's degree, Mass Communication/Media Studies
Texas State University 2008 — 2012
Bachelor of Arts (BA), Mass Communications
NEXT Financial Group, Inc. December 2013 - October 2014
Texas State Student Support Services September 2011 - January 2012
2B Bebe November 2010 - April 2011
Skills
Microsoft Office, Photoshop, Editing, Microsoft Word, PowerPoint, Customer Service, Research, Microsoft Excel, Public Speaking, Outlook, English, Windows, Public Relations, Social Media, Event Planning, Event Management
Education
Texas State University 2008 — 2012
Bachelor's degree, Mass Communication/Media Studies
Texas State University 2008 — 2012
Bachelor of Arts (BA), Mass Communications
Robert Keen's NEXT Financial Group, Inc. Experience 2011 - 2012
Job Music Teacher at CypressFairbanks I.S.D.
Industry Music
Experience
Cypress-Fairbanks I.S.D. August 2014 - Present
Advanced Office Systems, Advanced Vertical Storage Solutions, Advanced Record Storage January 2014 - July 2014
White Rhino Financial August 2012 - September 2013
NEXT Financial Group, Inc. 2011 - 2012
Stafford Municipal School District August 2009 - August 2011
Skills
Retirement Planning, Estate Planning, Series 7, Strategic Financial..., Strategic Planning, Wealth Management, Finance, Portfolio Management, Asset Allocation, Long-term Care, Wealth Accumulation, Asset Management, Financial Services, Disability Insurance, Financial Advisory
Education
Louisiana State University
Bachelor's Degree, Music Composition
Louisiana State University
Bachelor's Degree, Music Education
Cypress-Fairbanks I.S.D. August 2014 - Present
Advanced Office Systems, Advanced Vertical Storage Solutions, Advanced Record Storage January 2014 - July 2014
White Rhino Financial August 2012 - September 2013
NEXT Financial Group, Inc. 2011 - 2012
Stafford Municipal School District August 2009 - August 2011
Skills
Retirement Planning, Estate Planning, Series 7, Strategic Financial..., Strategic Planning, Wealth Management, Finance, Portfolio Management, Asset Allocation, Long-term Care, Wealth Accumulation, Asset Management, Financial Services, Disability Insurance, Financial Advisory
Education
Louisiana State University
Bachelor's Degree, Music Composition
Louisiana State University
Bachelor's Degree, Music Education
Victor Vincent Valverde Victor Vincent Valverde's NEXT Financial Group, Inc. Experience February 2005 - Present
Job Registered Representative
Industry Investment Management
Experience
NEXT Financial Group, Inc. February 2005 - Present
Raymond James Financial Services, Inc. July 1997 - January 2005
PaineWebber April 1995 - June 1997
Principal Financial Securities January 1992 - April 1995
Texas Commerce Bank-McAllen Texas 1985 - 1990
Skills
Investments, Mutual Funds, Retirement Planning, Series 7, Investment Advisory, Asset Allocation, Wealth Management, Asset Managment, Securities, Portfolio Management, Investment Strategies, Series 63, Strategic Financial..., Retirement, 401k, Series 24, Life & Health Insurance..., ETFs, Variable Annuities, Life Insurance, Disability Insurance, IRAs, 401k Rollovers, Separately Managed..., Wealth Management..., Financial Planners, Wealth, Term Life Insurance, Health Insurance, Equities, Roth IRA, Fixed Income, Employee Benefits, 529 Plans, Asset Management, Financial Advisory, Fixed Annuities, Series 6, Uniform Combined State...
Education
The University of Texas-Pan American 1980 — 1985
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Mission High School 1972 — 1976
Graduate, General
NEXT Financial Group, Inc. February 2005 - Present
Raymond James Financial Services, Inc. July 1997 - January 2005
PaineWebber April 1995 - June 1997
Principal Financial Securities January 1992 - April 1995
Texas Commerce Bank-McAllen Texas 1985 - 1990
Skills
Investments, Mutual Funds, Retirement Planning, Series 7, Investment Advisory, Asset Allocation, Wealth Management, Asset Managment, Securities, Portfolio Management, Investment Strategies, Series 63, Strategic Financial..., Retirement, 401k, Series 24, Life & Health Insurance..., ETFs, Variable Annuities, Life Insurance, Disability Insurance, IRAs, 401k Rollovers, Separately Managed..., Wealth Management..., Financial Planners, Wealth, Term Life Insurance, Health Insurance, Equities, Roth IRA, Fixed Income, Employee Benefits, 529 Plans, Asset Management, Financial Advisory, Fixed Annuities, Series 6, Uniform Combined State...
Education
The University of Texas-Pan American 1980 — 1985
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Mission High School 1972 — 1976
Graduate, General
Arthur Farr Arthur Farr's NEXT Financial Group, Inc. Experience January 2006 - Present
Job President, FSG Wealth Management
Industry Financial Services
Experience
FarrBee January 2013 - Present
FMB Advisors, LLC November 2008 - Present
NEXT Financial Group, Inc. January 2006 - Present
Next Financial Insurance Service Company December 2011 - April 2013
The Financial Solutions Group, Inc. April 1995 - January 2010
Grace Fellowship Church (Snellville, GA) January 1995 - December 2008
AIG/ FSC Securities May 1995 - August 2002
A. L. Williams December 1980 - April 1995
Skills
Alternative Investments, Wealth Management, Retirement, Financial Advisory, Insurance, Investments, Risk Management, Strategic Planning, Strategic Financial..., Series 7, Investment Advisory, Public Speaking, Securities, Sales
Education
Cannon Financial Institute 2007 — 2009
UCLA Anderson School of Management 2008 — 2008
Rutgers University-New Brunswick 1989 — 1990
Certificate
Georgia Institute of Technology 1973 — 1977
FarrBee January 2013 - Present
FMB Advisors, LLC November 2008 - Present
NEXT Financial Group, Inc. January 2006 - Present
Next Financial Insurance Service Company December 2011 - April 2013
The Financial Solutions Group, Inc. April 1995 - January 2010
Grace Fellowship Church (Snellville, GA) January 1995 - December 2008
AIG/ FSC Securities May 1995 - August 2002
A. L. Williams December 1980 - April 1995
Skills
Alternative Investments, Wealth Management, Retirement, Financial Advisory, Insurance, Investments, Risk Management, Strategic Planning, Strategic Financial..., Series 7, Investment Advisory, Public Speaking, Securities, Sales
Education
Cannon Financial Institute 2007 — 2009
UCLA Anderson School of Management 2008 — 2008
Rutgers University-New Brunswick 1989 — 1990
Certificate
Georgia Institute of Technology 1973 — 1977
Cesar De La Cerda Cesar De La Cerda's NEXT Financial Group, Inc. Experience August 2014 - Present
Job Investment Adviser Representative
Industry Financial Services
Experience
NEXT Financial Group, Inc. August 2014 - Present
My Benefit Pro May 2005 - Present
VALIC April 2013 - June 2014
ING 2009 - April 2013
Barnaby's Cafe October 2010 - February 2013
Konica Minolta Business Solutions U.S.A., Inc. June 2003 - September 2004
New York Life Insurance Company October 2000 - June 2003
Horizon High Reach & Equipment June 1999 - October 2000
US Navy May 1994 - May 1997
Skills
Insurance, Employee Benefits, Retirement, Management, Financial Services, Risk Management, Underwriting, Strategic Planning, Stata, Entrepreneurship, Business Strategy, Business Analysis, Business Planning, Economics, Econometrics, Managing Employees, Military Experience, Health Economics, Investments, Finance, Small Business, Life Insurance, Term Life Insurance, Team Building, Financial Planning, Leadership
Education
University of Houston 2012 — 2013
B.S ., Economics, Senior
University of Houston-Downtown 2011 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
The American College 2000 — 2001
Insurance, Freshman
NEXT Financial Group, Inc. August 2014 - Present
My Benefit Pro May 2005 - Present
VALIC April 2013 - June 2014
ING 2009 - April 2013
Barnaby's Cafe October 2010 - February 2013
Konica Minolta Business Solutions U.S.A., Inc. June 2003 - September 2004
New York Life Insurance Company October 2000 - June 2003
Horizon High Reach & Equipment June 1999 - October 2000
US Navy May 1994 - May 1997
Skills
Insurance, Employee Benefits, Retirement, Management, Financial Services, Risk Management, Underwriting, Strategic Planning, Stata, Entrepreneurship, Business Strategy, Business Analysis, Business Planning, Economics, Econometrics, Managing Employees, Military Experience, Health Economics, Investments, Finance, Small Business, Life Insurance, Term Life Insurance, Team Building, Financial Planning, Leadership
Education
University of Houston 2012 — 2013
B.S ., Economics, Senior
University of Houston-Downtown 2011 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
The American College 2000 — 2001
Insurance, Freshman
Sam Saunders Sam Saunders's NEXT Financial Group, Inc. Experience February 2014 - January 2015
Job President & CEO of Harvest Development Group
Industry Marketing and Advertising
Experience
The Harvest Development Group May 2014 - Present
Virginia Retirement Services & Wealth Management January 2015 - June 2015
NEXT Financial Group, Inc. February 2014 - January 2015
NEXT Financial Group, Inc. February 2014 - January 2015
The Frieden Agency / John Hancock Financial May 2012 - February 2014
Student Managed Investment Portfolio Organization January 2011 - May 2012
Associated Distributors June 2005 - September 2011
Red Bull North America July 2009 - August 2009
Skills
Management, Valuation, Economics, Portfolio Management, Financial Analysis, Business Development, Finance, Business Strategy, Strategic Financial..., Asset Management, Leadership, Microsoft Word, Social Networking, Marketing, PowerPoint, Microsoft Office, Financial Services, Financial Planning, Microsoft Excel
Education
Radford University - College of Business and Economics 2009 — 2011
Finance & Marketing, Financial Analysis
The Harvest Development Group May 2014 - Present
Virginia Retirement Services & Wealth Management January 2015 - June 2015
NEXT Financial Group, Inc. February 2014 - January 2015
NEXT Financial Group, Inc. February 2014 - January 2015
The Frieden Agency / John Hancock Financial May 2012 - February 2014
Student Managed Investment Portfolio Organization January 2011 - May 2012
Associated Distributors June 2005 - September 2011
Red Bull North America July 2009 - August 2009
Skills
Management, Valuation, Economics, Portfolio Management, Financial Analysis, Business Development, Finance, Business Strategy, Strategic Financial..., Asset Management, Leadership, Microsoft Word, Social Networking, Marketing, PowerPoint, Microsoft Office, Financial Services, Financial Planning, Microsoft Excel
Education
Radford University - College of Business and Economics 2009 — 2011
Finance & Marketing, Financial Analysis
Megan Senger's NEXT Financial Group, Inc. Experience July 2014 - Present
Job LSU
Industry Public Relations and Communications
Experience
NEXT Financial Group, Inc. July 2014 - Present
Weber Shandwick May 2013 - August 2013
Mary Bird Perkins Cancer Center April 2012 - April 2013
Tiger TV August 2011 - December 2011
Education
LSU 2010 — 2014
Bachelor's degree, Mass Communication/Media Studies
Louisiana State University (LSU)
Bachelor of Arts, Mass Communication; Public Relations
NEXT Financial Group, Inc. July 2014 - Present
Weber Shandwick May 2013 - August 2013
Mary Bird Perkins Cancer Center April 2012 - April 2013
Tiger TV August 2011 - December 2011
Education
LSU 2010 — 2014
Bachelor's degree, Mass Communication/Media Studies
Louisiana State University (LSU)
Bachelor of Arts, Mass Communication; Public Relations
David Willhite's NEXT Financial Group, Inc. Experience July 2014 - Present
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
Jamie Halverson Jamie Halverson's NEXT Financial Group, Inc. Experience June 2007 - December 2009
Job Supervisory Principal at LPL Finanical
Industry Financial Services
Experience
LPL Finanical February 2015 - Present
Ameriprise Financial May 2010 - February 2015
NEXT Financial Group, Inc June 2007 - December 2009
Farmers Insurance 2006 - 2007
Farmers Insurance 2001 - 2006
Farmers Insurance 1999 - 2001
Farmers Insurance 1997 - 1999
Skills
Series 7, Financial Services, Series 24, Securities, Financial Advisory, Options, Investment Advisory, Relationship Management, Alternative Investments, Trading, Series 4, Series 53, Complex Products...
Education
Cardean University 2003 — 2005
MBA, Business Administration and Management, General
Designations 2003 — 2005
Master of Business Administration (M.B.A.)
Mankato State University 1994 — 1997
B.S, Economics & Marketing
LPL Finanical February 2015 - Present
Ameriprise Financial May 2010 - February 2015
NEXT Financial Group, Inc June 2007 - December 2009
Farmers Insurance 2006 - 2007
Farmers Insurance 2001 - 2006
Farmers Insurance 1999 - 2001
Farmers Insurance 1997 - 1999
Skills
Series 7, Financial Services, Series 24, Securities, Financial Advisory, Options, Investment Advisory, Relationship Management, Alternative Investments, Trading, Series 4, Series 53, Complex Products...
Education
Cardean University 2003 — 2005
MBA, Business Administration and Management, General
Designations 2003 — 2005
Master of Business Administration (M.B.A.)
Mankato State University 1994 — 1997
B.S, Economics & Marketing
Rachaele Liverman Rachaele Liverman's NEXT Financial Group, Inc. Experience 2009 - 2010
Job Patient Services Coordinator at MD Anderson Cancer Center
Industry Hospital & Health Care
Experience
MD Anderson Cancer Center February 2015 - Present
UnitedHealth Group October 2011 - February 2015
Quick Weight Loss Center September 2010 - April 2011
NEXT Financial Group, Inc. 2009 - 2010
NEXT Financial Group, Inc. 2006 - 2009
Northwestern Mutual 2005 - 2006
AIM Investments-Invesco 2004 - 2005
Skills
Customer Service, Health Insurance
Education
Houston Community College 2013 — 2015
Associate of Science (A.S.), Nursing
American InterContinental University 2003 — 2005
Associate's degree, Business Administration and Management, General
MD Anderson Cancer Center February 2015 - Present
UnitedHealth Group October 2011 - February 2015
Quick Weight Loss Center September 2010 - April 2011
NEXT Financial Group, Inc. 2009 - 2010
NEXT Financial Group, Inc. 2006 - 2009
Northwestern Mutual 2005 - 2006
AIM Investments-Invesco 2004 - 2005
Skills
Customer Service, Health Insurance
Education
Houston Community College 2013 — 2015
Associate of Science (A.S.), Nursing
American InterContinental University 2003 — 2005
Associate's degree, Business Administration and Management, General
Michelle Tortorella Michelle Tortorella's NEXT Financial Group, Inc. Experience August 2013 - April 2014
Job Communications Consultant
Industry Public Relations and Communications
Experience
VALIC March 2015 - Present
VALIC April 2014 - March 2015
NEXT Financial Group, Inc. August 2013 - April 2014
Muscle Cars of Texas 2011 - April 2014
NEXT Financial Group, Inc. August 2011 - August 2013
Encore Magazine May 2011 - August 2011
Center for Democratic Deliberation October 2010 - July 2011
The State Theatre January 2011 - May 2011
PRSSA September 2010 - May 2011
Happy Valley Communications August 2010 - May 2011
Skills
Cision, Press Releases, Ap Style, Social Media, Blogging, Copy Editing, Public Speaking, Microsoft Office, SEO, Outlook, Project Planning, Media Relations, Public Relations, Facebook, Social Media Marketing, Event Planning, Editing, Press Kits, Social Media Measurement, Publicity, Strategic Communications, Corporate Communications, Marketing, Advertising, AP Style, Fundraising, Internal Communications
Education
Penn State University 2007 — 2011
BA, Public Relations
VALIC March 2015 - Present
VALIC April 2014 - March 2015
NEXT Financial Group, Inc. August 2013 - April 2014
Muscle Cars of Texas 2011 - April 2014
NEXT Financial Group, Inc. August 2011 - August 2013
Encore Magazine May 2011 - August 2011
Center for Democratic Deliberation October 2010 - July 2011
The State Theatre January 2011 - May 2011
PRSSA September 2010 - May 2011
Happy Valley Communications August 2010 - May 2011
Skills
Cision, Press Releases, Ap Style, Social Media, Blogging, Copy Editing, Public Speaking, Microsoft Office, SEO, Outlook, Project Planning, Media Relations, Public Relations, Facebook, Social Media Marketing, Event Planning, Editing, Press Kits, Social Media Measurement, Publicity, Strategic Communications, Corporate Communications, Marketing, Advertising, AP Style, Fundraising, Internal Communications
Education
Penn State University 2007 — 2011
BA, Public Relations
Aryeh Meiteles's NEXT Financial Group, Inc. Experience May 2012 - October 2012
Job Mortgage Loan Originator at Meridian Capital Group LLC
Industry Commercial Real Estate
Experience
Meridian Capital Group April 2013 - Present
Next Financial Group Inc. May 2012 - October 2012
Forefront Capital September 2011 - January 2012
Aish NY/Discovery July 2008 - March 2010
Petersen Investments 2008 - 2008
Patron Capital June 2007 - August 2007
Skills
Series 7, Equities, Wealth Management, Financial Services, Fixed Income, Investments, Valuation
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
Finance, Finance and Psychology
Meridian Capital Group April 2013 - Present
Next Financial Group Inc. May 2012 - October 2012
Forefront Capital September 2011 - January 2012
Aish NY/Discovery July 2008 - March 2010
Petersen Investments 2008 - 2008
Patron Capital June 2007 - August 2007
Skills
Series 7, Equities, Wealth Management, Financial Services, Fixed Income, Investments, Valuation
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
Finance, Finance and Psychology
David Dac Calderhead David Dac Calderhead's NEXT Financial Group, Inc. Experience October 2012 - July 2014
Job Currently looking for a new opportunity in sales, analysis or compliance using FINRA Series 7, 63, 53, 4, 24 licenses
Industry Investment Management
Experience
MVP American Securities January 2015 - March 2015
NEXT Financial Group, Inc. October 2012 - July 2014
BBVA Compass July 2011 - May 2012
The Endowment Fund - Salient Partners April 2008 - August 2009
Charles Schwab March 2005 - May 2008
Invesco US 1996 - 1999
Invesco US 1996 - 1999
Skills
FINRA Series 7, 63, 4,..., Investments, Financial Services, Mutual Funds, Portfolio Management, Asset Allocation, Financial Risk, Due Diligence, Asset Management, Wealth Management, Hedge Funds, Alternative Investments, Series 7
Education
University of Notre Dame
University of Houston-Victoria
Master of Business Administration (MBA), Sales, Statistics, Analysis, Leadership, Accounting, Management strategy, Economics.
MVP American Securities January 2015 - March 2015
NEXT Financial Group, Inc. October 2012 - July 2014
BBVA Compass July 2011 - May 2012
The Endowment Fund - Salient Partners April 2008 - August 2009
Charles Schwab March 2005 - May 2008
Invesco US 1996 - 1999
Invesco US 1996 - 1999
Skills
FINRA Series 7, 63, 4,..., Investments, Financial Services, Mutual Funds, Portfolio Management, Asset Allocation, Financial Risk, Due Diligence, Asset Management, Wealth Management, Hedge Funds, Alternative Investments, Series 7
Education
University of Notre Dame
University of Houston-Victoria
Master of Business Administration (MBA), Sales, Statistics, Analysis, Leadership, Accounting, Management strategy, Economics.
Kyle B. Jackson Kyle B. Jackson's NEXT Financial Group, Inc. Experience September 2012 - March 2014
Job Annuity Consultant at InsurMark
Industry Financial Services
Experience
InsurMark March 2014 - Present
The Annexus Group March 2014 - March 2015
NEXT Financial Group, Inc. September 2012 - March 2014
VALIC March 2010 - November 2011
The Realty Group September 2008 - January 2010
Van Kampen Funds January 2003 - April 2008
Education
Rochester Institute of Technology
InsurMark March 2014 - Present
The Annexus Group March 2014 - March 2015
NEXT Financial Group, Inc. September 2012 - March 2014
VALIC March 2010 - November 2011
The Realty Group September 2008 - January 2010
Van Kampen Funds January 2003 - April 2008
Education
Rochester Institute of Technology
Louise Marie Cole Louise Marie Cole's NEXT Financial Group, Inc. Experience March 2012 - Present
Job Principal Partner Heritage Group of Companies
Industry Financial Services
Experience
NEXT Financial Group, Inc March 2012 - Present
The Heritage Group Companies January 2005 - Present
FPA 1984 - Present
The Heritage Institute 2005 - 2009
Cole Financial Management October 1988 - January 2006
University of Medicine and Dentistry July 1978 - July 1981
Skills
Financial Planning, Leadership, Public Speaking, Retirement, Retirement Planning, Investments, Finance, Estate Planning, Wealth Management, Wealth, Financial Services, Long-term Care
Education
Heritage Institute 2005 — 2009
CWC, Fellow, Certified Wealth Consultant- Heritage Planning
Rutgers, The State University of New Jersey-Newark 1981 — 1982
marketing
Brookdale Community College 1970 — 1974
AAS Nursing, Nursing
Matawan Regional High School 1966 — 1970
High School
CFP Board of Standards
CFP, Certified Financial Planner-Practioner
NEXT Financial Group, Inc March 2012 - Present
The Heritage Group Companies January 2005 - Present
FPA 1984 - Present
The Heritage Institute 2005 - 2009
Cole Financial Management October 1988 - January 2006
University of Medicine and Dentistry July 1978 - July 1981
Skills
Financial Planning, Leadership, Public Speaking, Retirement, Retirement Planning, Investments, Finance, Estate Planning, Wealth Management, Wealth, Financial Services, Long-term Care
Education
Heritage Institute 2005 — 2009
CWC, Fellow, Certified Wealth Consultant- Heritage Planning
Rutgers, The State University of New Jersey-Newark 1981 — 1982
marketing
Brookdale Community College 1970 — 1974
AAS Nursing, Nursing
Matawan Regional High School 1966 — 1970
High School
CFP Board of Standards
CFP, Certified Financial Planner-Practioner
Amanda Aksel's NEXT Financial Group, Inc. Experience April 2013 - April 2014
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
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
Scott Schneidermann's NEXT Financial Group, Inc. Experience November 2010 - Present
Job Investment Adviser Representative
Industry Financial Services
Experience
Next Financial Group, Inc November 2010 - Present
Qnity November 2010 - November 2012
Edward Jones October 2006 - November 2010
Juut Salonspa 2002 - 2006
Business Microvar January 2000 - October 2002
Regis Corporation June 1994 - January 2000
Target November 1989 - June 1994
PricewaterhouseCoopers September 1986 - November 1989
Skills
Financial Systems, Strategic Financial...
Education
Bethel University
Little Rock High School
Next Financial Group, Inc November 2010 - Present
Qnity November 2010 - November 2012
Edward Jones October 2006 - November 2010
Juut Salonspa 2002 - 2006
Business Microvar January 2000 - October 2002
Regis Corporation June 1994 - January 2000
Target November 1989 - June 1994
PricewaterhouseCoopers September 1986 - November 1989
Skills
Financial Systems, Strategic Financial...
Education
Bethel University
Little Rock High School
Brian O'Keefe Brian O'Keefe's NEXT Financial Group, Inc. Experience March 2013 - Present
Job Home Office Principal at NEXT Financial Group, Inc.
Industry Financial Services
Experience
NEXT Financial Group, Inc. March 2013 - Present
PNC Investments December 2011 - October 2012
Ascensus June 2009 - July 2011
Kohlhepp Investment Advisors Ltd September 2008 - March 2009
Capital Analysts Incorporated November 2006 - October 2007
1717 Capital Management Company November 2002 - September 2006
INVESCO/AIM Mutual Funds 1994 - 2002
Skills
Mutual Funds, FINRA, Operations Management, Series 7, Investments, Series 63, Securities, Series 24, Retirement, Risk Management, Asset Managment, Strategic Financial..., Compliance, Trading, Management, Coaching, Staff Development, Team Leadership, Team Building, Team Management, Stocks, Bonds, Relationship Management, Fixed Income, Financial Services, Portfolio Management, ETFs, Uniform Combined State..., Asset Management, Options, Retirement Planning, Insurance, Bloomberg, Fixed Annuities, Financial Analysis, Banking, 401k, Financial Risk, Wealth Management, Equities, Alternative Investments, Investment Strategies, AML, Financial Advisory, Asset Allocation, Anti Money Laundering, Financial Planning
Education
Texas A&M University
BBA, Finance, Accounting
NEXT Financial Group, Inc. March 2013 - Present
PNC Investments December 2011 - October 2012
Ascensus June 2009 - July 2011
Kohlhepp Investment Advisors Ltd September 2008 - March 2009
Capital Analysts Incorporated November 2006 - October 2007
1717 Capital Management Company November 2002 - September 2006
INVESCO/AIM Mutual Funds 1994 - 2002
Skills
Mutual Funds, FINRA, Operations Management, Series 7, Investments, Series 63, Securities, Series 24, Retirement, Risk Management, Asset Managment, Strategic Financial..., Compliance, Trading, Management, Coaching, Staff Development, Team Leadership, Team Building, Team Management, Stocks, Bonds, Relationship Management, Fixed Income, Financial Services, Portfolio Management, ETFs, Uniform Combined State..., Asset Management, Options, Retirement Planning, Insurance, Bloomberg, Fixed Annuities, Financial Analysis, Banking, 401k, Financial Risk, Wealth Management, Equities, Alternative Investments, Investment Strategies, AML, Financial Advisory, Asset Allocation, Anti Money Laundering, Financial Planning
Education
Texas A&M University
BBA, Finance, Accounting
Eric Hagen's NEXT Financial Group, Inc. Experience December 2003 - Present
Job Wealth Manager at NEXT Financial Group, Inc.
Industry Financial Services
Experience
NEXT Financial Group, Inc. December 2003 - Present
NEXT Financial Group, Inc March 2005 - Present
Skills
Retirement Planning, Retirement, 401k, Series 7, Wealth Management..., Investment Management, Strategic Financial..., Wealth Management, Fixed Annuities, Investments, Mutual Funds, Estate Planning, Investment Advisory, Asset Managment, Insurance, Securities, Portfolio Management, Financial Advisory, Life Insurance, Asset Allocation, Long-term Care, Alternative Investments, Investment Strategies, Tax, Financial Services, Financial Analysis, IRAs, Term Life Insurance, Wealth Accumulation, Variable Annuities, Roth IRA, College Savings Plans, Financial Goals, 401k Rollovers, Financial Planners, Series 63, Wealth, FINRA, Series 24, Uniform Combined State..., Asset Management
Education
Bethel University 1999 — 2003
Bachelor of Arts - Business, Business
Minnetonka High School
NEXT Financial Group, Inc. December 2003 - Present
NEXT Financial Group, Inc March 2005 - Present
Skills
Retirement Planning, Retirement, 401k, Series 7, Wealth Management..., Investment Management, Strategic Financial..., Wealth Management, Fixed Annuities, Investments, Mutual Funds, Estate Planning, Investment Advisory, Asset Managment, Insurance, Securities, Portfolio Management, Financial Advisory, Life Insurance, Asset Allocation, Long-term Care, Alternative Investments, Investment Strategies, Tax, Financial Services, Financial Analysis, IRAs, Term Life Insurance, Wealth Accumulation, Variable Annuities, Roth IRA, College Savings Plans, Financial Goals, 401k Rollovers, Financial Planners, Series 63, Wealth, FINRA, Series 24, Uniform Combined State..., Asset Management
Education
Bethel University 1999 — 2003
Bachelor of Arts - Business, Business
Minnetonka High School
Kip Johansen, CEPP, LUTCF Kip Johansen, CEPP, LUTCF's NEXT Financial Group, Inc. Experience July 2005 - July 2007
Job Partner/Investment Advisor, Vantage Point Wealth Management
Industry Investment Management
Experience
Vantage Point Wealth Management October 2012 - Present
Wight & Johansen Wealth Management July 2007 - October 2012
NEXT Financial Group, Inc. July 2005 - July 2007
Preferred Resource Group January 2003 - July 2005
Compass Group January 1999 - January 2003
American General Financial Group April 1997 - January 1999
Skills
Wealth Management, Estate Planning, Securities, Financial Services, Training, FINRA, Retirement Planning, Investments, Fixed Annuities, Retirement, Strategic Financial...
Education
Bethel University 1990 — 1993
Bachelor of Arts (B.A.)
Iowa State University 1988 — 1990
Aurelia High School 1984 — 1988
Vantage Point Wealth Management October 2012 - Present
Wight & Johansen Wealth Management July 2007 - October 2012
NEXT Financial Group, Inc. July 2005 - July 2007
Preferred Resource Group January 2003 - July 2005
Compass Group January 1999 - January 2003
American General Financial Group April 1997 - January 1999
Skills
Wealth Management, Estate Planning, Securities, Financial Services, Training, FINRA, Retirement Planning, Investments, Fixed Annuities, Retirement, Strategic Financial...
Education
Bethel University 1990 — 1993
Bachelor of Arts (B.A.)
Iowa State University 1988 — 1990
Aurelia High School 1984 — 1988
Aleksandar Krakovic Aleksandar Krakovic's NEXT Financial Group, Inc. Experience June 2005 - May 2011
Job Certified 401(k) Professional at Financial Pointe
Industry Financial Services
Experience
Financial Pointe June 2005 - Present
NEXT Financial Group, Inc. June 2005 - May 2011
Associated Securities Corp June 2001 - June 2005
Prudential Financial January 1995 - June 2001
Skills
Investments, Securities, Retirement Planning, Financial Advisory, Retirement, Wealth Management, Strategic Financial..., Mutual Funds, FINRA, Finance, Series 7, Business Planning, Wealth Accumulation, Risk Management
Education
California State University-Los Angeles 1989 — 1994
International Business
TRAU
Certified 401(k) Professional
College for Financial Planning
CMFC
Financial Pointe June 2005 - Present
NEXT Financial Group, Inc. June 2005 - May 2011
Associated Securities Corp June 2001 - June 2005
Prudential Financial January 1995 - June 2001
Skills
Investments, Securities, Retirement Planning, Financial Advisory, Retirement, Wealth Management, Strategic Financial..., Mutual Funds, FINRA, Finance, Series 7, Business Planning, Wealth Accumulation, Risk Management
Education
California State University-Los Angeles 1989 — 1994
International Business
TRAU
Certified 401(k) Professional
College for Financial Planning
CMFC
Shakir Rahman Shakir Rahman's NEXT Financial Group, Inc. Experience December 2008 - October 2009
Job Senior Implementation Services Analyst at Mercer
Industry Internet
Experience
Mercer October 2010 - Present
Empyrean Benefit Solutions October 2009 - October 2010
NEXT Financial Group, Inc December 2008 - October 2009
Morgan Stanley/Van Kampen August 2005 - April 2008
Skills
Customer Relations, Process Improvement, Access, Outlook, Documentation, Microsoft Office, SQL, Business Analysis, Excel, PowerPoint, Customer Service, Word, Data Analysis, Benefits Administration, Employee Relations, Performance Management, Problem Solving, Team Building, Visual Basic, Organizational..., PeopleSoft, Benefits, Teamwork, Project Management, HRIS, Requirements Gathering, Analysis, Team Leadership, Software Documentation, Management, CRM, Business Process, Databases, Integration, Training, Business Development, Recruiting, SharePoint, Visio, SDLC, Vendor Management, Change Management, Requirements Analysis, Call Centers, Coaching, Program Management, Leadership, Business Process..., Microsoft Excel, Testing
Education
University of Houston Victoria - Association of Advance Collegiate Schools of Business 2005 — 2008
Master of Business Administration (MBA), General Business
The University of Texas at Austin 2000 — 2004
Bachelor of Arts, Economics, Economics, Minor Information Technology and Business
Mercer October 2010 - Present
Empyrean Benefit Solutions October 2009 - October 2010
NEXT Financial Group, Inc December 2008 - October 2009
Morgan Stanley/Van Kampen August 2005 - April 2008
Skills
Customer Relations, Process Improvement, Access, Outlook, Documentation, Microsoft Office, SQL, Business Analysis, Excel, PowerPoint, Customer Service, Word, Data Analysis, Benefits Administration, Employee Relations, Performance Management, Problem Solving, Team Building, Visual Basic, Organizational..., PeopleSoft, Benefits, Teamwork, Project Management, HRIS, Requirements Gathering, Analysis, Team Leadership, Software Documentation, Management, CRM, Business Process, Databases, Integration, Training, Business Development, Recruiting, SharePoint, Visio, SDLC, Vendor Management, Change Management, Requirements Analysis, Call Centers, Coaching, Program Management, Leadership, Business Process..., Microsoft Excel, Testing
Education
University of Houston Victoria - Association of Advance Collegiate Schools of Business 2005 — 2008
Master of Business Administration (MBA), General Business
The University of Texas at Austin 2000 — 2004
Bachelor of Arts, Economics, Economics, Minor Information Technology and Business
Jay Fish's NEXT Financial Group, Inc. Experience August 2009 - July 2011
Job Financial Advisor Assistant
Industry Investment Management
Experience
Caruso McLean Investment Advisors January 2015 - Present
AmeriCU Credit Union October 2014 - December 2014
Edible Arrangements® Franchise Development February 2012 - December 2014
Mohawk Valley Community College MVCC January 2013 - May 2014
United Health Care Insurance Group May 2012 - January 2013
Nationwide Financial August 2011 - November 2011
NEXT Financial Group, Inc. August 2009 - July 2011
BAE Systems August 2004 - April 2009
New York Life Insurance Company September 2003 - July 2004
G&I Homes January 2003 - August 2003
Skills
Financial Services, Retirement, Insurance, Long-term Care, Wealth Management, Investments, 401k, Business Management, Series 6, Internet, Computer Proficiency, Communication, Integration, Project Management, Leadership, Finance
Education
University of Dayton 1985 — 1987
M.S, Mechanical Engineering
University of Arkansas 1979 — 1983
B.S, Mechanical Engineering
Mohawk Valley Community College 2013 — 2014
Associate of Applied Science (AAS), Business Management
Arlington High School 1975 — 1979
Caruso McLean Investment Advisors January 2015 - Present
AmeriCU Credit Union October 2014 - December 2014
Edible Arrangements® Franchise Development February 2012 - December 2014
Mohawk Valley Community College MVCC January 2013 - May 2014
United Health Care Insurance Group May 2012 - January 2013
Nationwide Financial August 2011 - November 2011
NEXT Financial Group, Inc. August 2009 - July 2011
BAE Systems August 2004 - April 2009
New York Life Insurance Company September 2003 - July 2004
G&I Homes January 2003 - August 2003
Skills
Financial Services, Retirement, Insurance, Long-term Care, Wealth Management, Investments, 401k, Business Management, Series 6, Internet, Computer Proficiency, Communication, Integration, Project Management, Leadership, Finance
Education
University of Dayton 1985 — 1987
M.S, Mechanical Engineering
University of Arkansas 1979 — 1983
B.S, Mechanical Engineering
Mohawk Valley Community College 2013 — 2014
Associate of Applied Science (AAS), Business Management
Arlington High School 1975 — 1979
Ami Shah's NEXT Financial Group, Inc. Experience January 2010 - July 2012
Job Chief Compliance Officer Advisory at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group January 2014 - Present
Wilson Elser July 2012 - December 2013
NEXT Financial Group, Inc. January 2010 - July 2012
Wilson Elser September 2002 - December 2009
Skills
Securities Regulation, Securities Litigation, Securities, FINRA, Arbitration, Financial Services, Investment Advisor..., Broker-Dealer, Corporate Governance, Compliance Regulations, Risk Management, Regulatory Affairs, Compliance, Procedure Manuals, Risk Assessment, Hedge Funds, 1940 Act, Investment Advisory, Investment Advisory..., Mutual Funds, Securities Offerings, Securities Exchange Act..., Wealth Management, Financial Institutions, Institutional..., Investments, Series 7, Commercial Litigation, Asset Management, Litigation, Alternative Investments, Civil Litigation, Series 63, Due Diligence, Equities, Legal Writing, Financial Planning, Legal Research, Corporate Law, Retirement Planning, Portfolio Management, Mediation, Asset Allocation, Courts
Education
Pace University School of Law 1999 — 2002
Doctor of Law (JD), Law
University of Toronto 1995 — 1998
Bachelor of Science (B.Sc.), Psychology
Cetera Financial Group January 2014 - Present
Wilson Elser July 2012 - December 2013
NEXT Financial Group, Inc. January 2010 - July 2012
Wilson Elser September 2002 - December 2009
Skills
Securities Regulation, Securities Litigation, Securities, FINRA, Arbitration, Financial Services, Investment Advisor..., Broker-Dealer, Corporate Governance, Compliance Regulations, Risk Management, Regulatory Affairs, Compliance, Procedure Manuals, Risk Assessment, Hedge Funds, 1940 Act, Investment Advisory, Investment Advisory..., Mutual Funds, Securities Offerings, Securities Exchange Act..., Wealth Management, Financial Institutions, Institutional..., Investments, Series 7, Commercial Litigation, Asset Management, Litigation, Alternative Investments, Civil Litigation, Series 63, Due Diligence, Equities, Legal Writing, Financial Planning, Legal Research, Corporate Law, Retirement Planning, Portfolio Management, Mediation, Asset Allocation, Courts
Education
Pace University School of Law 1999 — 2002
Doctor of Law (JD), Law
University of Toronto 1995 — 1998
Bachelor of Science (B.Sc.), Psychology
Myron Kidd Myron Kidd's NEXT Financial Group, Inc. Experience 2004 - 2006
Job COO/Managing Member at Generations Investment Advisors, LLC
Industry Investment Management
Experience
Generations Investment Advisors, LLC June 2006 - Present
NEXT Financial Group, Inc. 2004 - 2006
Chubb Securities Corp.-Jefferson Pilot Financial 1994 - 2004
Skills
Wealth Management, Investments, Asset Management, Asset Allocation, Mutual Funds, Asset Managment, Estate Planning, Portfolio Management, Retirement Planning, 401k, Investment Advisory, Financial Advisory, Strategic Financial..., Investment Management, Retirement, Investment Strategies, Microsoft Excel, Public Speaking, Microsoft Office, Financial Analysis, IRAs, Insurance, Fixed Annuities, Series 7, Marketing, Management, Alternative Investments, Securities, Equities, Small Business, Life Insurance, Fixed Income, Leadership, Budgets, Wealth, Financial Planning
Education
Northern High
UNC Chapel Hill
Bachelor of Arts (AB), History, Political Science
Southeastern Seminary
Master of Divinity (MDiv w/ languages)
Wingate University
Associate of Arts (A.A.)
Generations Investment Advisors, LLC June 2006 - Present
NEXT Financial Group, Inc. 2004 - 2006
Chubb Securities Corp.-Jefferson Pilot Financial 1994 - 2004
Skills
Wealth Management, Investments, Asset Management, Asset Allocation, Mutual Funds, Asset Managment, Estate Planning, Portfolio Management, Retirement Planning, 401k, Investment Advisory, Financial Advisory, Strategic Financial..., Investment Management, Retirement, Investment Strategies, Microsoft Excel, Public Speaking, Microsoft Office, Financial Analysis, IRAs, Insurance, Fixed Annuities, Series 7, Marketing, Management, Alternative Investments, Securities, Equities, Small Business, Life Insurance, Fixed Income, Leadership, Budgets, Wealth, Financial Planning
Education
Northern High
UNC Chapel Hill
Bachelor of Arts (AB), History, Political Science
Southeastern Seminary
Master of Divinity (MDiv w/ languages)
Wingate University
Associate of Arts (A.A.)
Kim Kham's NEXT Financial Group, Inc. Experience February 2012 - Present
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
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
Springna Zhao Springna Zhao's NEXT Financial Group, Inc. Experience February 2009 - October 2012
Job Investment Advisor; Special China Advisor to the Governor's Office of AL
Industry Investment Management
Experience
Stifel Financial Corp. July 2015 - Present
Governor's Office of Alabama May 2014 - Present
Regional Financial Company October 2012 - June 2014
NEXT Financial Group Inc February 2009 - October 2012
Merrill Lynch February 2007 - February 2009
Alabama Development Office May 2006 - March 2007
Korn/Ferry International 2003 - 2004
Education
Auburn University at Montgomery 2005 — 2006
MBA, Finance, General
China Foreign Affairs University 2000 — 2004
B.A., International Relations & English
Stifel Financial Corp. July 2015 - Present
Governor's Office of Alabama May 2014 - Present
Regional Financial Company October 2012 - June 2014
NEXT Financial Group Inc February 2009 - October 2012
Merrill Lynch February 2007 - February 2009
Alabama Development Office May 2006 - March 2007
Korn/Ferry International 2003 - 2004
Education
Auburn University at Montgomery 2005 — 2006
MBA, Finance, General
China Foreign Affairs University 2000 — 2004
B.A., International Relations & English
Emilio Gutierrez Emilio Gutierrez's NEXT Financial Group, Inc. Experience September 2009 - December 2011
Job Associate Director of Network Office Supervision Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual August 2013 - Present
Tamarind Investments October 2012 - February 2013
Wealth Solutions Inc January 2012 - June 2012
NEXT Financial Group, Inc. September 2009 - December 2011
Stanford Group Company April 2006 - April 2009
JPMorgan Chase July 2005 - April 2006
American General Life Companies is now part of the AIG Family! July 2004 - July 2005
E*TRADE Financial September 2001 - October 2003
Invest Financial April 2000 - September 2001
Skills
OSJ-Supervision, Securities Suitability..., International Compliance, Advertising and Sales..., AML, FINRA,SEC and State..., Off-Shore Securities..., General Securities..., Variable Annuities, 1035 exchanges, FINRA Gateway-CRD, FINRA Licensing and..., Product Disclosure Forms, WSPs, Equity Research Reports..., Equity Analyst..., Securities, FINRA, Licensing, Banking, Asset Allocation, Series 24, Series 7, Financial Risk, Financial Advisory, Mutual Funds, Wealth Management, Financial Services, Retirement, Alternative Investments, Fixed Income, Asset Management, Wealth Management..., Equities, Estate Planning, Financial Planners, Series 63, Due Diligence, Investment Banking, Trading, Strategic Financial..., Retirement Planning, Investment Advisory, Insurance, Finance, Portfolio Management, Investments, Fixed Annuities, USA PATRIOT Act, OFAC
Education
University of Houston 1991 — 1997
Bachelor of Business Administration (BBA), Double Major: Finance/Management
Alief-Elsik High School 1987 — 1991
High School, General
The University of Texas at Austin
Finance
Northwestern Mutual August 2013 - Present
Tamarind Investments October 2012 - February 2013
Wealth Solutions Inc January 2012 - June 2012
NEXT Financial Group, Inc. September 2009 - December 2011
Stanford Group Company April 2006 - April 2009
JPMorgan Chase July 2005 - April 2006
American General Life Companies is now part of the AIG Family! July 2004 - July 2005
E*TRADE Financial September 2001 - October 2003
Invest Financial April 2000 - September 2001
Skills
OSJ-Supervision, Securities Suitability..., International Compliance, Advertising and Sales..., AML, FINRA,SEC and State..., Off-Shore Securities..., General Securities..., Variable Annuities, 1035 exchanges, FINRA Gateway-CRD, FINRA Licensing and..., Product Disclosure Forms, WSPs, Equity Research Reports..., Equity Analyst..., Securities, FINRA, Licensing, Banking, Asset Allocation, Series 24, Series 7, Financial Risk, Financial Advisory, Mutual Funds, Wealth Management, Financial Services, Retirement, Alternative Investments, Fixed Income, Asset Management, Wealth Management..., Equities, Estate Planning, Financial Planners, Series 63, Due Diligence, Investment Banking, Trading, Strategic Financial..., Retirement Planning, Investment Advisory, Insurance, Finance, Portfolio Management, Investments, Fixed Annuities, USA PATRIOT Act, OFAC
Education
University of Houston 1991 — 1997
Bachelor of Business Administration (BBA), Double Major: Finance/Management
Alief-Elsik High School 1987 — 1991
High School, General
The University of Texas at Austin
Finance
Suzanne V. Smith's NEXT Financial Group, Inc. Experience April 2007 - February 2008
Job Manager of Operations at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2015 - Present
New England Financial, A MetLife Company July 2011 - February 2013
MetLife March 2010 - August 2011
MetLife February 2008 - March 2010
NEXT Financial Group, Inc April 2007 - February 2008
Skills
Insurance, Training, Auditing, Management, Recruiting, Business Continuity..., Process Improvement, Strategic Financial..., Retirement Planning, Human Resources, Life Insurance, Risk Management, Financial Services, Leadership
Education
Grand Valley State University 1999 — 2002
Business Administration, Business Management / Marketing
Ameriprise Financial Services, Inc. June 2015 - Present
New England Financial, A MetLife Company July 2011 - February 2013
MetLife March 2010 - August 2011
MetLife February 2008 - March 2010
NEXT Financial Group, Inc April 2007 - February 2008
Skills
Insurance, Training, Auditing, Management, Recruiting, Business Continuity..., Process Improvement, Strategic Financial..., Retirement Planning, Human Resources, Life Insurance, Risk Management, Financial Services, Leadership
Education
Grand Valley State University 1999 — 2002
Business Administration, Business Management / Marketing
Jim Manouse's NEXT Financial Group, Inc. Experience 2004 - 2007
Job Senior Vice President of National Accounts at Lodging Opportunity Fund, REIT
Industry Financial Services
Experience
Lodging Opportunity Fund, REIT December 2014 - Present
Hartman Income REIT December 2013 - December 2014
Hanson McClain Strategic Advisors 2011 - 2012
Walton International Group 2008 - 2009
NEXT Financial Group, Inc. 2004 - 2007
NFP Securities 2002 - 2004
American General Life Companies 1996 - 2002
Skills
Wealth Management, Investments, Strategy, Retirement, Relationship Management, Marketing, Marketing Communications, RIA, Mutual Funds, Variable Annuities, Executive Management, Event Planning, Banking Products, Fixed Annuities, Cash Management, Money Market Funds, Retirement Planning, Financial Services, Portfolio Management, Alternative Investments, Strategic Partnerships, Securities, Asset Management, Mergers & Acquisitions, Financial Advisory, Finance
Education
Harvard University 1990 — 1992
Fine and Studio Arts
Binghamton University
BS, Political & Social Science
Lodging Opportunity Fund, REIT December 2014 - Present
Hartman Income REIT December 2013 - December 2014
Hanson McClain Strategic Advisors 2011 - 2012
Walton International Group 2008 - 2009
NEXT Financial Group, Inc. 2004 - 2007
NFP Securities 2002 - 2004
American General Life Companies 1996 - 2002
Skills
Wealth Management, Investments, Strategy, Retirement, Relationship Management, Marketing, Marketing Communications, RIA, Mutual Funds, Variable Annuities, Executive Management, Event Planning, Banking Products, Fixed Annuities, Cash Management, Money Market Funds, Retirement Planning, Financial Services, Portfolio Management, Alternative Investments, Strategic Partnerships, Securities, Asset Management, Mergers & Acquisitions, Financial Advisory, Finance
Education
Harvard University 1990 — 1992
Fine and Studio Arts
Binghamton University
BS, Political & Social Science
Trey Dorman's NEXT Financial Group, Inc. Experience June 2005 - December 2012
Job Agency Director at AIG Financial Network
Industry Financial Services
Experience
AIG May 2015 - Present
AIG June 2014 - May 2015
LPL Financial January 2012 - June 2014
NEXT Financial Group, Inc. June 2005 - December 2012
Skills
Investments, Life Insurance, Estate Planning, Strategic Financial..., Retirement Planning, Strategy, Training, Property & Casualty..., Asset Management, Series 7, New Business Development, Product Knowledge, Series 63, Creative Problem Solving, Marketing Strategy, Asset Protection, Customer Retention, Team Management, Computer Proficiency, Series 6, Series 65
Education
Troy University 2000 — 2002
Master's degree, Risk Management and Insurance
Troy University 1994 — 2000
Bachelor of Science (BS), Mathematics and Computer Science
AIG May 2015 - Present
AIG June 2014 - May 2015
LPL Financial January 2012 - June 2014
NEXT Financial Group, Inc. June 2005 - December 2012
Skills
Investments, Life Insurance, Estate Planning, Strategic Financial..., Retirement Planning, Strategy, Training, Property & Casualty..., Asset Management, Series 7, New Business Development, Product Knowledge, Series 63, Creative Problem Solving, Marketing Strategy, Asset Protection, Customer Retention, Team Management, Computer Proficiency, Series 6, Series 65
Education
Troy University 2000 — 2002
Master's degree, Risk Management and Insurance
Troy University 1994 — 2000
Bachelor of Science (BS), Mathematics and Computer Science
Oksana Gal's NEXT Financial Group, Inc. Experience August 2014 - February 2015
Job Marketing at Law Catalyst Legal Media & Marketing
Industry Marketing and Advertising
Experience
Law Catalyst - Legal Media & Marketing March 2015 - Present
NEXT Financial Group, Inc. August 2014 - February 2015
Law Offices of John Naumovski December 2013 - June 2014
Freelance January 2011 - December 2013
College of Technology, Andrews University April 2010 - January 2011
WAUS-FM 2008 - 2009
Andrews University, Communication Dept August 2007 - August 2008
Skills
Video Production, Video, Broadcast, Sound, Video Editing, Graphic Design, Final Cut Pro, Public Speaking, Social Media, Documentaries, Editing, Storytelling, Photography, Music, Motion Graphics, Film Production, Television, Integrated Marketing, After Effects, PowerPoint, Event Planning, Marketing, Journalism, Research, Social Media Marketing, WordPress, Digital Marketing, Radio Broadcasting, TV Production, Project Management, Social Networking, Customer Service, Marketing Strategy, Nonprofits, Marketing Communications, Blogging
Education
Andrews University 2007 — 2011
M.A. Communication, Media
Southern Adventist University 2005 — 2007
B.S. Mass Communication, Communication
Cherkassy Music College, Ukraine 1996 — 2000
BA Music Theory & Piano
Law Catalyst - Legal Media & Marketing March 2015 - Present
NEXT Financial Group, Inc. August 2014 - February 2015
Law Offices of John Naumovski December 2013 - June 2014
Freelance January 2011 - December 2013
College of Technology, Andrews University April 2010 - January 2011
WAUS-FM 2008 - 2009
Andrews University, Communication Dept August 2007 - August 2008
Skills
Video Production, Video, Broadcast, Sound, Video Editing, Graphic Design, Final Cut Pro, Public Speaking, Social Media, Documentaries, Editing, Storytelling, Photography, Music, Motion Graphics, Film Production, Television, Integrated Marketing, After Effects, PowerPoint, Event Planning, Marketing, Journalism, Research, Social Media Marketing, WordPress, Digital Marketing, Radio Broadcasting, TV Production, Project Management, Social Networking, Customer Service, Marketing Strategy, Nonprofits, Marketing Communications, Blogging
Education
Andrews University 2007 — 2011
M.A. Communication, Media
Southern Adventist University 2005 — 2007
B.S. Mass Communication, Communication
Cherkassy Music College, Ukraine 1996 — 2000
BA Music Theory & Piano
Jay Austin's NEXT Financial Group, Inc. Experience June 2015 - Present
Job Marketing/Advertising at HoustonTRENDmag.com
Industry Retail
Experience
NEXT Financial Group, Inc. June 2015 - Present
Houston TREND Magazine July 2010 - Present
Shiekh Shoes 2005 - December 2014
ACS / Sprint April 2011 - December 2011
Macy's July 2009 - February 2011
713vip.com January 2003 - March 2008
Neiman Marcus November 2006 - May 2007
Nordstrom November 2003 - 2005
Kroger July 2002 - November 2003
Skills
Customer Service, Advertising, Social Media Marketing, Social Media, Online Advertising, Marketing Strategy, Direct Marketing, Marketing Communications, Marketing, Email Marketing, Sales, Social Networking, Retail, Customer Retention, Brand Development, Negotiation, Sales Management, Merchandising, Microsoft Word, Data Entry, Public Relations, Event Management, Retail Sales, Store Management, Inventory Control, Inventory Management, Time Management, Management, Leadership, Outlook, Microsoft Office, Team Building, Training, Fashion, Event Planning, Strategic Planning, Microsoft Excel
Education
American InterContinental University-Houston 2012 — 2014
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies
Texas Southern University 2002 — 2003
Bachelor of Engineering (B.E.), Civil Engineering
NEXT Financial Group, Inc. June 2015 - Present
Houston TREND Magazine July 2010 - Present
Shiekh Shoes 2005 - December 2014
ACS / Sprint April 2011 - December 2011
Macy's July 2009 - February 2011
713vip.com January 2003 - March 2008
Neiman Marcus November 2006 - May 2007
Nordstrom November 2003 - 2005
Kroger July 2002 - November 2003
Skills
Customer Service, Advertising, Social Media Marketing, Social Media, Online Advertising, Marketing Strategy, Direct Marketing, Marketing Communications, Marketing, Email Marketing, Sales, Social Networking, Retail, Customer Retention, Brand Development, Negotiation, Sales Management, Merchandising, Microsoft Word, Data Entry, Public Relations, Event Management, Retail Sales, Store Management, Inventory Control, Inventory Management, Time Management, Management, Leadership, Outlook, Microsoft Office, Team Building, Training, Fashion, Event Planning, Strategic Planning, Microsoft Excel
Education
American InterContinental University-Houston 2012 — 2014
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies
Texas Southern University 2002 — 2003
Bachelor of Engineering (B.E.), Civil Engineering
Claire Lovrak's NEXT Financial Group, Inc. Experience April 2014 - Present
Job Marketing Specialist at NEXT Financial Group, Inc.
Industry Marketing and Advertising
Experience
NEXT Financial Group, Inc. April 2014 - Present
Bats On Strings August 2012 - March 2014
Gulf Coast Venture Media, LLC August 2012 - March 2013
National Football League January 2013 - February 2013
Mignon Faget November 2012 - December 2012
Kevin Harris Architect August 2011 - May 2012
Skills
Constant Contact, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Social Media Marketing, Social Media, Public Relations
Education
Louisiana State University 2008 — 2012
Bachelor's degree, Marketing
University of New Orleans 2012 — 2013
Master of Business Administration (MBA), Finance
NEXT Financial Group, Inc. April 2014 - Present
Bats On Strings August 2012 - March 2014
Gulf Coast Venture Media, LLC August 2012 - March 2013
National Football League January 2013 - February 2013
Mignon Faget November 2012 - December 2012
Kevin Harris Architect August 2011 - May 2012
Skills
Constant Contact, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Social Media Marketing, Social Media, Public Relations
Education
Louisiana State University 2008 — 2012
Bachelor's degree, Marketing
University of New Orleans 2012 — 2013
Master of Business Administration (MBA), Finance
Rob Cassella's NEXT Financial Group, Inc. Experience 2007 - 2009
Job Investment Advisor at Foothill Securities
Industry Financial Services
Experience
Foothill Securities 2010 - Present
NEXT Financial Group, Inc. 2007 - 2009
Skills
Wealth Management, Investment Advisory, Retirement Planning, Asset Allocation, Investment Strategies, Investments, Portfolio Management, Financial Planning, Wealth, Bonds, Retirement, Stocks, Asset Management, Equities, Securities, ETFs, Insurance Planning, Alternative Investments, Series 7, Financial Advisory, High Net Worth..., Retirement Income..., Stockbroking, Options, Strategic Financial...
Education
Indiana University Bloomington 1982 — 1986
B.S, Finance
Foothill Securities 2010 - Present
NEXT Financial Group, Inc. 2007 - 2009
Skills
Wealth Management, Investment Advisory, Retirement Planning, Asset Allocation, Investment Strategies, Investments, Portfolio Management, Financial Planning, Wealth, Bonds, Retirement, Stocks, Asset Management, Equities, Securities, ETFs, Insurance Planning, Alternative Investments, Series 7, Financial Advisory, High Net Worth..., Retirement Income..., Stockbroking, Options, Strategic Financial...
Education
Indiana University Bloomington 1982 — 1986
B.S, Finance
Justin Leiden's NEXT Financial Group, Inc. Experience February 2011 - August 2011
Job MBA
Industry Transportation/Trucking/Railroad
Experience
SCS November 2012 - January 2015
Ole Miss August 2011 - August 2012
NEXT Financial Group, Inc. February 2011 - August 2011
Pelahatchie Public Works April 2009 - September 2009
Skills
Market Research, Marketing Research, Data Analysis, Competitive Analysis, Customer Insight, Market Analysis, Marketing Strategy, Analytics, Segmentation, Business Strategy, Consumer Behaviour, Management, SPSS, Social Media Marketing, Marketing, Analysis, Teamwork, Social Networking, Public Speaking, Time Management, Business Development, Sales, Customer Service, Microsoft Office, Leadership, PowerPoint, Financial Analysis
Education
University of Mississippi 2011 — 2012
Master of Business Administration (M.B.A.)
Mississippi State University
Bachelor of Business Administration (B.B.A.), Marketing
SCS November 2012 - January 2015
Ole Miss August 2011 - August 2012
NEXT Financial Group, Inc. February 2011 - August 2011
Pelahatchie Public Works April 2009 - September 2009
Skills
Market Research, Marketing Research, Data Analysis, Competitive Analysis, Customer Insight, Market Analysis, Marketing Strategy, Analytics, Segmentation, Business Strategy, Consumer Behaviour, Management, SPSS, Social Media Marketing, Marketing, Analysis, Teamwork, Social Networking, Public Speaking, Time Management, Business Development, Sales, Customer Service, Microsoft Office, Leadership, PowerPoint, Financial Analysis
Education
University of Mississippi 2011 — 2012
Master of Business Administration (M.B.A.)
Mississippi State University
Bachelor of Business Administration (B.B.A.), Marketing
Terry Yates Terry Yates's NEXT Financial Group, Inc. Experience July 2014 - October 2014
Job Video Production Manager at Girl Scouts of San Jacinto Council
Industry Public Relations and Communications
Experience
Girl Scouts of San Jacinto Council October 2014 - Present
Freelance July 2009 - Present
NEXT Financial Group, Inc. July 2014 - October 2014
Kingwood College March 2011 - June 2014
Houston Rockets May 2010 - March 2011
CLEARCHANNEL UNIV March 2004 - April 2009
TJX MARSHALLS October 2003 - March 2004
Private Investigator April 2003 - October 2003
KTBU CH55 THE TUBE February 2002 - March 2003
FOX SPORTS December 2000 - June 2001
Skills
Video Production, Video, Broadcast, Video Editing, Final Cut Pro, Television, Film, Editing, Camera, Adobe Creative Suite, Radio, Film Production, Non-linear Editing, Social Networking, Public Relations, Videography, Voice Over, Sound, Commercials, Cinematography, Facebook, Public Speaking, Event Planning, Storytelling, Adobe Audition, Digital Media, Creative Writing, Producing, Photoshop, Event Management, Photography, Marketing Communications, Radio Broadcasting, Radio Producing, Entertainment, Short Films, Avid, Directing, Screenwriting, Web Video, Web Design, Avid Media Composer, Premiere, Audio Editing, Media Production, Audio Post Production, Broadcast Television, Event Photography, Digital Photography
Education
Houston Community College 2007 — 2010
Associate of Arts and Sciences (AAS), Cinematography and Film/Video Production, 3.76
Ohio Center of Broadcasting 1997 — 1997
Certificate, Radio and Television Broadcasting Technology/Technician
Akron University 1995 — 1996
Criminal Justice
Army National Guard 1994 — 1995
Tank Crew member
Girl Scouts of San Jacinto Council October 2014 - Present
Freelance July 2009 - Present
NEXT Financial Group, Inc. July 2014 - October 2014
Kingwood College March 2011 - June 2014
Houston Rockets May 2010 - March 2011
CLEARCHANNEL UNIV March 2004 - April 2009
TJX MARSHALLS October 2003 - March 2004
Private Investigator April 2003 - October 2003
KTBU CH55 THE TUBE February 2002 - March 2003
FOX SPORTS December 2000 - June 2001
Skills
Video Production, Video, Broadcast, Video Editing, Final Cut Pro, Television, Film, Editing, Camera, Adobe Creative Suite, Radio, Film Production, Non-linear Editing, Social Networking, Public Relations, Videography, Voice Over, Sound, Commercials, Cinematography, Facebook, Public Speaking, Event Planning, Storytelling, Adobe Audition, Digital Media, Creative Writing, Producing, Photoshop, Event Management, Photography, Marketing Communications, Radio Broadcasting, Radio Producing, Entertainment, Short Films, Avid, Directing, Screenwriting, Web Video, Web Design, Avid Media Composer, Premiere, Audio Editing, Media Production, Audio Post Production, Broadcast Television, Event Photography, Digital Photography
Education
Houston Community College 2007 — 2010
Associate of Arts and Sciences (AAS), Cinematography and Film/Video Production, 3.76
Ohio Center of Broadcasting 1997 — 1997
Certificate, Radio and Television Broadcasting Technology/Technician
Akron University 1995 — 1996
Criminal Justice
Army National Guard 1994 — 1995
Tank Crew member
Jennifer Selliers's NEXT Financial Group, Inc. Experience October 2010 - January 2012
Job Compliance Officer at Tennessee Department of Treasury
Industry Financial Services
Experience
Tennessee Department of Treasury January 2013 - Present
3010 Enterprises, LLP January 2012 - January 2013
NEXT Financial Group, Inc October 2010 - January 2012
Prime Institutional Group, LLP October 2006 - October 2010
Institutional Capital Management, Inc May 2001 - October 2006
Skills
Compliance and..., Policies, procedures..., Training for home..., Licensing and..., On-site Branch Office..., Annual Compliance..., NASD Rule 3012 Annual..., FINRA Rule 3130 Annual..., Financial Risk, FINRA, Auditing, Training, Securities, Analysis, Series 7, Series 24, Series 63, AML, Alternative Investments, Due Diligence, Finance, Financial Planners, Risk Management, Investments, Management, Portfolio Management, Uniform Combined State..., Securities Regulation, Pensions, Broker-Dealer, Financial Regulation
Education
University of Phoenix
Bachelor of Science, Business Finance
Tennessee Department of Treasury January 2013 - Present
3010 Enterprises, LLP January 2012 - January 2013
NEXT Financial Group, Inc October 2010 - January 2012
Prime Institutional Group, LLP October 2006 - October 2010
Institutional Capital Management, Inc May 2001 - October 2006
Skills
Compliance and..., Policies, procedures..., Training for home..., Licensing and..., On-site Branch Office..., Annual Compliance..., NASD Rule 3012 Annual..., FINRA Rule 3130 Annual..., Financial Risk, FINRA, Auditing, Training, Securities, Analysis, Series 7, Series 24, Series 63, AML, Alternative Investments, Due Diligence, Finance, Financial Planners, Risk Management, Investments, Management, Portfolio Management, Uniform Combined State..., Securities Regulation, Pensions, Broker-Dealer, Financial Regulation
Education
University of Phoenix
Bachelor of Science, Business Finance
Louis Frates's NEXT Financial Group, Inc. Experience November 2012 - September 2014
Job Investment Advisory Representative at Securities America, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC December 2014 - Present
James City County December 2014 - Present
NEXT Financial Group, Inc. November 2012 - September 2014
LPL Financial February 2011 - June 2012
Skills
Series 7, Retirement Planning, Alternative Investments, Estate Planning, Life & Health Insurance..., Series 65, Retirement Savings, Retirement Plan..., Return on Investment, Investment Strategies, Investment Management, 403 b, 401k, Mutual Funds, 401k Rollovers, Wealth Management, Variable Annuities, Life Insurance, Investments, Investors, Investment Advisory, Health Insurance, Term Life Insurance, Disability Insurance, Registered Investment..., General Securities..., Financial Advisory, Investment Advisory..., Securities, Securities Offerings, Securities Market, Stock Management, Stock Market, Stock Exchange, Bonds, Bond Markets, Municipal Bonds, High Yield Bonds, Government Bonds, Annuity Sales, Variable Products, Variable Life, Wealth Management..., Wealth Accumulation, Wealth Preservation..., Multi-generational..., Wealth Preservation, Trusts, Trust Services, Retirement
Education
George Mason University 2007 — 2011
Bachelor of Science (B.S.), Legal Studies, General, 3.5
Securities America, Inc. Member FINRA/SIPC December 2014 - Present
James City County December 2014 - Present
NEXT Financial Group, Inc. November 2012 - September 2014
LPL Financial February 2011 - June 2012
Skills
Series 7, Retirement Planning, Alternative Investments, Estate Planning, Life & Health Insurance..., Series 65, Retirement Savings, Retirement Plan..., Return on Investment, Investment Strategies, Investment Management, 403 b, 401k, Mutual Funds, 401k Rollovers, Wealth Management, Variable Annuities, Life Insurance, Investments, Investors, Investment Advisory, Health Insurance, Term Life Insurance, Disability Insurance, Registered Investment..., General Securities..., Financial Advisory, Investment Advisory..., Securities, Securities Offerings, Securities Market, Stock Management, Stock Market, Stock Exchange, Bonds, Bond Markets, Municipal Bonds, High Yield Bonds, Government Bonds, Annuity Sales, Variable Products, Variable Life, Wealth Management..., Wealth Accumulation, Wealth Preservation..., Multi-generational..., Wealth Preservation, Trusts, Trust Services, Retirement
Education
George Mason University 2007 — 2011
Bachelor of Science (B.S.), Legal Studies, General, 3.5
Randall Fielder Randall Fielder's NEXT Financial Group, Inc. Experience February 2007 - November 2010
Job President at Park 10 Financial, LLC
Industry Financial Services
Experience
Park 10 Financial, LLC May 2015 - Present
Wealthcare Asset Management, LLC March 2014 - April 2015
Money Managers, Inc May 2012 - March 2014
Self Employed March 2011 - May 2012
Hancock Fielder Retirement Strategies November 2010 - March 2011
NEXT Financial Group, Inc. February 2007 - November 2010
Allstate Financial Services, LLC December 2004 - February 2007
Stardust Financial Group June 2004 - December 2004
Skills
Leadership, Management, Event Management, Change Management, Business Development, Strategy, Management Consulting, Start-ups, Portfolio Management, Public Speaking, Retirement Planning, Retirement Plan..., Model Portfolios, Financial Services, Investments, Risk Management, Asset Management, Financial Modeling, Mutual Funds, Wealth Management, Financial Planning
Education
University of Houston
Finance, General
Park 10 Financial, LLC May 2015 - Present
Wealthcare Asset Management, LLC March 2014 - April 2015
Money Managers, Inc May 2012 - March 2014
Self Employed March 2011 - May 2012
Hancock Fielder Retirement Strategies November 2010 - March 2011
NEXT Financial Group, Inc. February 2007 - November 2010
Allstate Financial Services, LLC December 2004 - February 2007
Stardust Financial Group June 2004 - December 2004
Skills
Leadership, Management, Event Management, Change Management, Business Development, Strategy, Management Consulting, Start-ups, Portfolio Management, Public Speaking, Retirement Planning, Retirement Plan..., Model Portfolios, Financial Services, Investments, Risk Management, Asset Management, Financial Modeling, Mutual Funds, Wealth Management, Financial Planning
Education
University of Houston
Finance, General
Omari Simpson Omari Simpson's NEXT Financial Group, Inc. Experience May 2013 - September 2014
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
Armando Fernandez's NEXT Financial Group, Inc. Experience April 2015 - Present
Job Financial Services
Industry Financial Services
Experience
NEXT Financial Group, Inc. April 2015 - Present
Doral Business Council 2007 - Present
SOFA 2007 - 2008
Financial Services 2002 - 2005
Skills
Retirement Planning, Retirement, Finance, Insurance, Estate Planning, Fixed Annuities, Strategic Financial..., Life Insurance, Long-term Care, Leadership, Training, Business Planning, Investments, Sales, Strategy, Small Business, Credit, Health Insurance, Marketing Strategy, Microsoft Office, Portfolio Management, Mutual Funds, Fundraising, Marketing, Financial Services, Management, Negotiation, Sales Management, Team Building, Strategic Planning, Leadership Development, Public Speaking, Microsoft Excel, Project Planning, Customer Service, Term Life Insurance, Outlook, Spanish, Employee Benefits, 401k, Wealth Management, Entrepreneurship, Business Development, Disability Insurance
Education
City University of New York-Baruch College 1994 — 1997
Bachelor of Business Administration (B.B.A.), International Business Marketing
NEXT Financial Group, Inc. April 2015 - Present
Doral Business Council 2007 - Present
SOFA 2007 - 2008
Financial Services 2002 - 2005
Skills
Retirement Planning, Retirement, Finance, Insurance, Estate Planning, Fixed Annuities, Strategic Financial..., Life Insurance, Long-term Care, Leadership, Training, Business Planning, Investments, Sales, Strategy, Small Business, Credit, Health Insurance, Marketing Strategy, Microsoft Office, Portfolio Management, Mutual Funds, Fundraising, Marketing, Financial Services, Management, Negotiation, Sales Management, Team Building, Strategic Planning, Leadership Development, Public Speaking, Microsoft Excel, Project Planning, Customer Service, Term Life Insurance, Outlook, Spanish, Employee Benefits, 401k, Wealth Management, Entrepreneurship, Business Development, Disability Insurance
Education
City University of New York-Baruch College 1994 — 1997
Bachelor of Business Administration (B.B.A.), International Business Marketing
Khaykham Inthapanya Khaykham Inthapanya's NEXT Financial Group, Inc. Experience August 2013 - July 2014
Job Dynamic CRM/.NET at Goodman Manufacturin
Industry Information Technology and Services
Experience
Goodman Manufacturing July 2014 - Present
NEXT Financial Group, Inc. August 2013 - July 2014
S4 Communications October 2011 - August 2013
Artemis International Technologies May 2011 - October 2011
Kahane And Associates February 2008 - May 2011
Brown University 2003 - 2008
Commercial Union Insurance 2002 - 2003
Skills
C#, Microsoft SQL Server, T-SQL, Entity Framework, .NET, WCF, Windows Services, SQL, Databases, Programming, ADO.NET, Business Analysis, Visual Studio, SDLC, VB.NET, SSRS, AngularJS, JavaScript, CSS3, HTML, HTML 5, webapi, ASP.NET MVC, Web Applications, ASP, Database Design, AJAX, WCF Services, Web Services, Web Development
Education
New England Institute of Technology 1995 — 1999
BS, Computer Information System
Goodman Manufacturing July 2014 - Present
NEXT Financial Group, Inc. August 2013 - July 2014
S4 Communications October 2011 - August 2013
Artemis International Technologies May 2011 - October 2011
Kahane And Associates February 2008 - May 2011
Brown University 2003 - 2008
Commercial Union Insurance 2002 - 2003
Skills
C#, Microsoft SQL Server, T-SQL, Entity Framework, .NET, WCF, Windows Services, SQL, Databases, Programming, ADO.NET, Business Analysis, Visual Studio, SDLC, VB.NET, SSRS, AngularJS, JavaScript, CSS3, HTML, HTML 5, webapi, ASP.NET MVC, Web Applications, ASP, Database Design, AJAX, WCF Services, Web Services, Web Development
Education
New England Institute of Technology 1995 — 1999
BS, Computer Information System
Troy Faldyn Troy Faldyn's NEXT Financial Group, Inc. Experience 2009 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
BNY Mellon December 2013 - Present
NEXT Financial Group, Inc. 2009 - 2010
Synergy Wealth Partners, Inc. January 2007 - November 2008
American General Securities Ilnc. September 2005 - December 2006
IMG Financial Group November 2002 - September 2005
Skills
Wealth Management, Team Building, Life Insurance, Investments, Project Management, Training, Financial Analysis, Marketing, Series 7, New Business Development, Financial Services, Insurance, Leadership, Securities, Disability Insurance, Mutual Funds, Retirement Planning, Series 63, FINRA, Management, Retirement, Financial Advisory, Strategic Financial..., Estate Planning, Investment Advisory, Fixed Annuities, Asset Allocation, Series 65, Alternative Investments, Asset Management, Portfolio Management, Risk Management, Series 24, Uniform Combined State..., Relationship Management, Equities, Finance, Investment Strategies
Education
University of Houston-Downtown 1990 — 1996
BA, Humanities
BNY Mellon December 2013 - Present
NEXT Financial Group, Inc. 2009 - 2010
Synergy Wealth Partners, Inc. January 2007 - November 2008
American General Securities Ilnc. September 2005 - December 2006
IMG Financial Group November 2002 - September 2005
Skills
Wealth Management, Team Building, Life Insurance, Investments, Project Management, Training, Financial Analysis, Marketing, Series 7, New Business Development, Financial Services, Insurance, Leadership, Securities, Disability Insurance, Mutual Funds, Retirement Planning, Series 63, FINRA, Management, Retirement, Financial Advisory, Strategic Financial..., Estate Planning, Investment Advisory, Fixed Annuities, Asset Allocation, Series 65, Alternative Investments, Asset Management, Portfolio Management, Risk Management, Series 24, Uniform Combined State..., Relationship Management, Equities, Finance, Investment Strategies
Education
University of Houston-Downtown 1990 — 1996
BA, Humanities
Casey Morris Casey Morris's NEXT Financial Group, Inc. Experience November 2012 - February 2015
Job Acquisition Analyst at Liberty Tax Service
Industry Financial Services
Experience
Liberty Tax Service February 2015 - Present
NEXT Financial Group, Inc. November 2012 - February 2015
Old Dominion University Student Government Association August 2011 - May 2012
Phi Kappa Tau Fraternity, Gamma Tau Chapter January 2010 - December 2010
Skills
Corporate Recruiting, College Recruiting, Financial Recruiting, Public Speaking, Team Leadership, Event Management, Philanthropy, Community Outreach, Public Relations, Entrepreneurship, Leadership Development, Social Networking, Microsoft Office, Recruiting, Interviews, B2B Marketing, Management, Business Development, Social Media Marketing, Program Management, Media Relations, Leadership, Social Media, Nonprofits, Event Planning, Facebook, Research, Strategic Communications, Marketing Communications, Marketing, Fundraising, Blogging, Press Releases, Sales, Marketing Strategy, International Relations, Volunteer Management, PowerPoint, Customer Service, Community Development
Education
Old Dominion University 2008 — 2012
Bachelor of Science (BS), Ocean & Earth Science
Liberty Tax Service February 2015 - Present
NEXT Financial Group, Inc. November 2012 - February 2015
Old Dominion University Student Government Association August 2011 - May 2012
Phi Kappa Tau Fraternity, Gamma Tau Chapter January 2010 - December 2010
Skills
Corporate Recruiting, College Recruiting, Financial Recruiting, Public Speaking, Team Leadership, Event Management, Philanthropy, Community Outreach, Public Relations, Entrepreneurship, Leadership Development, Social Networking, Microsoft Office, Recruiting, Interviews, B2B Marketing, Management, Business Development, Social Media Marketing, Program Management, Media Relations, Leadership, Social Media, Nonprofits, Event Planning, Facebook, Research, Strategic Communications, Marketing Communications, Marketing, Fundraising, Blogging, Press Releases, Sales, Marketing Strategy, International Relations, Volunteer Management, PowerPoint, Customer Service, Community Development
Education
Old Dominion University 2008 — 2012
Bachelor of Science (BS), Ocean & Earth Science
Pat Mandola's NEXT Financial Group, Inc. Experience 2005 - 2007
Job Advisor at Money Matters with Ken Moraif
Industry Financial Services
Experience
Money Matters with Ken Moraif May 2013 - Present
Orr Financial Group March 2012 - May 2013
The Capital Financial Group/H. Beck, Inc. February 2007 - March 2012
Next Financial Group, Inc. 2005 - 2007
TD Waterhouse Institutional Services 2003 - 2005
AIG Royal Alliance 1995 - 2003
AIG SunAmerica 1993 - 2003
SunAmerica Asset Management 1993 - 1995
Skills
Series 63, Series 7, Wealth Management, Estate Planning, Retirement, Portfolio Management, Investments, Financial Services
Education
Marist College 1990 — 1993
BS, Business Administration/Finance
Money Matters with Ken Moraif May 2013 - Present
Orr Financial Group March 2012 - May 2013
The Capital Financial Group/H. Beck, Inc. February 2007 - March 2012
Next Financial Group, Inc. 2005 - 2007
TD Waterhouse Institutional Services 2003 - 2005
AIG Royal Alliance 1995 - 2003
AIG SunAmerica 1993 - 2003
SunAmerica Asset Management 1993 - 1995
Skills
Series 63, Series 7, Wealth Management, Estate Planning, Retirement, Portfolio Management, Investments, Financial Services
Education
Marist College 1990 — 1993
BS, Business Administration/Finance
Nadya Korobova-Valleau's NEXT Financial Group, Inc. Experience March 2012 - Present
Job CLR Compliance Analyst
Industry Financial Services
Experience
NEXT Financial Group, Inc. March 2012 - Present
Skills
Accounting, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Research
Education
Lansing Community College 2011 — 2012
Post-Bachelor Certificate, ABA Approved Paralegal Program, Legal Assistant/Paralegal
Michigan State University 1997 — 2001
Mathematics
St. Petersburg State University, Russian Federation
Master of Science (MS), Mathematics and Statistics
NEXT Financial Group, Inc. March 2012 - Present
Skills
Accounting, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Research
Education
Lansing Community College 2011 — 2012
Post-Bachelor Certificate, ABA Approved Paralegal Program, Legal Assistant/Paralegal
Michigan State University 1997 — 2001
Mathematics
St. Petersburg State University, Russian Federation
Master of Science (MS), Mathematics and Statistics
Paul Hearren's NEXT Financial Group, Inc. Experience September 2015 - Present
Job Compliance Analyst
Industry Financial Services
Experience
NEXT Financial Group, Inc. September 2015 - Present
NEXT Financial Group, Inc. June 2014 - September 2015
S Oliver & Associates, L.P. August 2013 - May 2014
Nikki Hearren Surveying Contractors September 2006 - March 2013
Mont Belvieu Assembly of God October 2004 - September 2006
MBM Advisors June 2000 - August 2002
Eshbach Retirement Planning March 1998 - November 1999
Skills
Investments, Finance, Accounting, Retirement, Financial Services, Payroll, Accounts Payable, Internal Audit, Marketing, 401k, Tax
Education
Stephen F. Austin State University 1992 — 1995
B.B.A., Finance
NEXT Financial Group, Inc. September 2015 - Present
NEXT Financial Group, Inc. June 2014 - September 2015
S Oliver & Associates, L.P. August 2013 - May 2014
Nikki Hearren Surveying Contractors September 2006 - March 2013
Mont Belvieu Assembly of God October 2004 - September 2006
MBM Advisors June 2000 - August 2002
Eshbach Retirement Planning March 1998 - November 1999
Skills
Investments, Finance, Accounting, Retirement, Financial Services, Payroll, Accounts Payable, Internal Audit, Marketing, 401k, Tax
Education
Stephen F. Austin State University 1992 — 1995
B.B.A., Finance
Jeremy Belfiore's NEXT Financial Group, Inc. Experience 2008 - 2009
Job Senior Regional Director
Industry Financial Services
Experience
Securities America Inc. October 2011 - Present
Broker Placement Group March 2010 - October 2011
NEXT Financial Group, Inc. 2008 - 2009
United Planners 2002 - 2005
Skills
Series 7, Investment Advisory, 401k, Financial Advisory, Investments, Equities, Retirement Planning, Series 63, Mutual Funds, Wealth Management, FINRA, Retirement, Fixed Annuities, Securities, Strategic Financial...
Education
Western International University 2005 — 2008
MBA, Business Management
University of Phoenix 2002 — 2005
Bachelors, Business Management
Securities America Inc. October 2011 - Present
Broker Placement Group March 2010 - October 2011
NEXT Financial Group, Inc. 2008 - 2009
United Planners 2002 - 2005
Skills
Series 7, Investment Advisory, 401k, Financial Advisory, Investments, Equities, Retirement Planning, Series 63, Mutual Funds, Wealth Management, FINRA, Retirement, Fixed Annuities, Securities, Strategic Financial...
Education
Western International University 2005 — 2008
MBA, Business Management
University of Phoenix 2002 — 2005
Bachelors, Business Management
Daryl Horelica's NEXT Financial Group, Inc. Experience June 2012 - June 2014
Job Project Based Consultant – (Contract)
Industry Information Technology and Services
Experience
Energy Transfer July 2015 - Present
The Friedkin Group July 2014 - April 2015
NEXT Financial Group, Inc. June 2012 - June 2014
Accudata Systems March 2011 - December 2011
Independent IT Consultant / Contractor January 2009 - March 2011
Allied Home Mortgage / Lenders Alliance October 2007 - October 2008
Independent IT Consultant / Contractor January 2001 - October 2007
Skills
Exchange Administration, Proofpoint Email Gateway, Server Administration, System Center..., System Center Data..., Active Directory, System Center Virtual..., Hyper-V, Dell PowerEdge Servers, Symantec Enterprise..., VMware, Technical..., Resource Optimization, Best Practices..., Hardware Support, Mobile Devices, HP Blade Servers, VMware ESX, Windows Server, DNS, Microsoft Exchange, Network Administration, Troubleshooting, Group Policy
Education
University of Houston-Clear Lake
B.S, Information Technology
Energy Transfer July 2015 - Present
The Friedkin Group July 2014 - April 2015
NEXT Financial Group, Inc. June 2012 - June 2014
Accudata Systems March 2011 - December 2011
Independent IT Consultant / Contractor January 2009 - March 2011
Allied Home Mortgage / Lenders Alliance October 2007 - October 2008
Independent IT Consultant / Contractor January 2001 - October 2007
Skills
Exchange Administration, Proofpoint Email Gateway, Server Administration, System Center..., System Center Data..., Active Directory, System Center Virtual..., Hyper-V, Dell PowerEdge Servers, Symantec Enterprise..., VMware, Technical..., Resource Optimization, Best Practices..., Hardware Support, Mobile Devices, HP Blade Servers, VMware ESX, Windows Server, DNS, Microsoft Exchange, Network Administration, Troubleshooting, Group Policy
Education
University of Houston-Clear Lake
B.S, Information Technology
Cary Cowan, CFP®, CLU®, ChFC®'s NEXT Financial Group, Inc. Experience March 2006 - Present
Job Chairman & CEO at Cowan Financial Group
Industry Financial Services
Experience
Cowan Financial Group, Inc. January 1970 - Present
NEXT Financial Group, Inc. March 2006 - Present
Education
The American College
Chartered Life Underwriter & Chartered Financial Consultant
College for Financial Planning
CFP®
Cannon Financial Institute
Certified Wealth Strategist
Oglethorpe University
Bachelor of Arts (B.A.), Business
Cowan Financial Group, Inc. January 1970 - Present
NEXT Financial Group, Inc. March 2006 - Present
Education
The American College
Chartered Life Underwriter & Chartered Financial Consultant
College for Financial Planning
CFP®
Cannon Financial Institute
Certified Wealth Strategist
Oglethorpe University
Bachelor of Arts (B.A.), Business
Wendy Mitchell CFP®'s NEXT Financial Group, Inc. Experience 2004 - 2012
Job CERTIFIED FINANCIAL PLANNER (tm)
Industry Financial Services
Experience
SagePoint Financial August 2012 - Present
Wendy Mitchell 1994 - Present
NEXT Financial Group, Inc. 2004 - 2012
AXA Advisors 1998 - 2004
Skills
Retirement, Retirement Planning, Securities, Financial Planners, Wealth Management, Fixed Annuities, Investments, Financial Services, Estate Planning, Wealth, Insurance, Mutual Funds, Finance, IRAs, Investment Advisory
Education
Calvin College 1988 — 1992
BA
SagePoint Financial August 2012 - Present
Wendy Mitchell 1994 - Present
NEXT Financial Group, Inc. 2004 - 2012
AXA Advisors 1998 - 2004
Skills
Retirement, Retirement Planning, Securities, Financial Planners, Wealth Management, Fixed Annuities, Investments, Financial Services, Estate Planning, Wealth, Insurance, Mutual Funds, Finance, IRAs, Investment Advisory
Education
Calvin College 1988 — 1992
BA
Jeremy Molsberger's NEXT Financial Group, Inc. Experience September 2012 - June 2015
Job Institutional Sales Manager at Orbit Group Advisory Services LLC, a AAA WCNY Company
Industry Financial Services
Experience
Orbit Group Advisory Services LLC, a AAA WCNY Company July 2015 - Present
NEXT Financial Group, Inc. September 2012 - June 2015
Logan Lavelle January 2009 - August 2012
MP Food Services LLC January 2006 - December 2008
Scottrade April 1996 - March 2006
Charles Schwab September 1990 - March 1996
Skills
Series 7, Series 63, Investments, Securities, Mutual Funds, Insurance, Wealth Management, Uniform Combined State..., Financial Advisory, Investment Strategies, Alternative Investments, Series 24, Equities, Portfolio Management, Financial Services, Retirement Planning, FINRA, Retirement, Strategic Financial..., Investment Advisory, Asset Allocation, Asset Managment, Estate Planning, Fixed Annuities, Series 65, Fixed Income, ETFs, Life Insurance, 401k, Bonds, Disability Insurance, Trading, Relationship Management, Financial Markets, Options, Finance, Risk Management, Financial Risk, Banking, Investment Management, Financial Analysis, Asset Management, Capital Markets, Equity Trading, Series 6, Financial Modeling, Hedge Funds, Financial Planning
Education
Murray State University 1982 — 1983
MBA, Finance
University of Kentucky 1978 — 1982
BBA, Marketing
Eastern High School 1974 — 1978
Orbit Group Advisory Services LLC, a AAA WCNY Company July 2015 - Present
NEXT Financial Group, Inc. September 2012 - June 2015
Logan Lavelle January 2009 - August 2012
MP Food Services LLC January 2006 - December 2008
Scottrade April 1996 - March 2006
Charles Schwab September 1990 - March 1996
Skills
Series 7, Series 63, Investments, Securities, Mutual Funds, Insurance, Wealth Management, Uniform Combined State..., Financial Advisory, Investment Strategies, Alternative Investments, Series 24, Equities, Portfolio Management, Financial Services, Retirement Planning, FINRA, Retirement, Strategic Financial..., Investment Advisory, Asset Allocation, Asset Managment, Estate Planning, Fixed Annuities, Series 65, Fixed Income, ETFs, Life Insurance, 401k, Bonds, Disability Insurance, Trading, Relationship Management, Financial Markets, Options, Finance, Risk Management, Financial Risk, Banking, Investment Management, Financial Analysis, Asset Management, Capital Markets, Equity Trading, Series 6, Financial Modeling, Hedge Funds, Financial Planning
Education
Murray State University 1982 — 1983
MBA, Finance
University of Kentucky 1978 — 1982
BBA, Marketing
Eastern High School 1974 — 1978
Mark Hollingsworth's NEXT Financial Group, Inc. Experience June 1999 - May 2014
Job Executive
Industry Investment Management
Experience
Riskalyze July 2015 - Present
Various Start-ups 1998 - 2015
NEXT Financial Group, Inc. June 1999 - May 2014
Investors Security Company, Inc. April 1990 - June 1999
Guest Host - CNBC 1993 - 1997
Wheat First Securities Inc January 1988 - April 1990
Skills
Leadership, Team Building, Investment Advisory, Sales, Strategic Planning, Management
Education
James Madison University 1980 — 1984
Bachelor's degree, Finance and Financial Management Services
Riskalyze July 2015 - Present
Various Start-ups 1998 - 2015
NEXT Financial Group, Inc. June 1999 - May 2014
Investors Security Company, Inc. April 1990 - June 1999
Guest Host - CNBC 1993 - 1997
Wheat First Securities Inc January 1988 - April 1990
Skills
Leadership, Team Building, Investment Advisory, Sales, Strategic Planning, Management
Education
James Madison University 1980 — 1984
Bachelor's degree, Finance and Financial Management Services
Linda Burns's NEXT Financial Group, Inc. Experience February 2000 - Present
Job Investment Adviser Representative with NEXT Financial Group, Inc.
Industry Financial Services
Experience
NEXT Financial Group, Inc. February 2000 - Present
Northern Trust August 1997 - July 1998
Mellon Bank December 1993 - August 1996
Wells Fargo f/k/a First Union/Wachovia December 1984 - November 1993
Education
Penn State University 1980 — 1984
B. S., Finance/Marketing
NEXT Financial Group, Inc. February 2000 - Present
Northern Trust August 1997 - July 1998
Mellon Bank December 1993 - August 1996
Wells Fargo f/k/a First Union/Wachovia December 1984 - November 1993
Education
Penn State University 1980 — 1984
B. S., Finance/Marketing
Kaci Scott's NEXT Financial Group, Inc. Experience November 2013 - April 2015
Job Housing Contractor at Vectrus
Industry Financial Services
Experience
Vectrus May 2015 - Present
NEXT Financial Group, Inc. November 2013 - April 2015
Harris County Sheriff's Office October 2012 - November 2013
Advance America April 2010 - September 2012
The Mutual Fund Store August 2007 - October 2009
Venturi Partners December 2006 - May 2007
InvescoAim Management Group, Inc January 2000 - September 2006
Bank of America May 1997 - January 2000
Skills
Customer Relations, Customer Service, Retail, Mutual Funds, Microsoft Office, Word, Research, Problem Solving, Call Center, Client Retention, Marketing, Microsoft Word, Banking, Management, Analysis, Customer Retention, Payroll, Accounting, Team Building, Call Centers, Leadership, CRM, Risk Management, Sales
Education
Dillard University 1989 — 1992
Criminal Justice and Corrections
Vectrus May 2015 - Present
NEXT Financial Group, Inc. November 2013 - April 2015
Harris County Sheriff's Office October 2012 - November 2013
Advance America April 2010 - September 2012
The Mutual Fund Store August 2007 - October 2009
Venturi Partners December 2006 - May 2007
InvescoAim Management Group, Inc January 2000 - September 2006
Bank of America May 1997 - January 2000
Skills
Customer Relations, Customer Service, Retail, Mutual Funds, Microsoft Office, Word, Research, Problem Solving, Call Center, Client Retention, Marketing, Microsoft Word, Banking, Management, Analysis, Customer Retention, Payroll, Accounting, Team Building, Call Centers, Leadership, CRM, Risk Management, Sales
Education
Dillard University 1989 — 1992
Criminal Justice and Corrections
Carly Salzberg's NEXT Financial Group, Inc. Experience May 2013 - February 2014
Job Academic Tudor at C2 Education
Industry Writing and Editing
Experience
C2 Education October 2014 - Present
San Francisco Magazine April 2014 - August 2014
NEXT Financial Group, Inc. May 2013 - February 2014
RJS Environmental, Inc. February 2012 - June 2013
The Leader August 2010 - May 2011
The Buffalo Activist June 2009 - July 2009
Skills
Microsoft Office Suite, Adobe Acrobat, Photoshop, InDesign, Writing & Editing, Team Management and..., Journalism and Public..., Adobe Creative Suite, Technical Writing, Editing, Microsoft Office, Copy Editing, AP Style, Proofreading, Newspapers, Journalism, Research, Storytelling, Marketing, Creative Writing, Blogging, Publishing, Social Media, Press Releases, Publications, Writing, Social Networking, Public Speaking, Facebook, Event Planning, Customer Service
Education
State University of New York College at Fredonia 2007 — 2011
Bachelor of Arts, English, Communications
National University of Ireland, Galway 2010 — 2010
International Student, A-
C2 Education October 2014 - Present
San Francisco Magazine April 2014 - August 2014
NEXT Financial Group, Inc. May 2013 - February 2014
RJS Environmental, Inc. February 2012 - June 2013
The Leader August 2010 - May 2011
The Buffalo Activist June 2009 - July 2009
Skills
Microsoft Office Suite, Adobe Acrobat, Photoshop, InDesign, Writing & Editing, Team Management and..., Journalism and Public..., Adobe Creative Suite, Technical Writing, Editing, Microsoft Office, Copy Editing, AP Style, Proofreading, Newspapers, Journalism, Research, Storytelling, Marketing, Creative Writing, Blogging, Publishing, Social Media, Press Releases, Publications, Writing, Social Networking, Public Speaking, Facebook, Event Planning, Customer Service
Education
State University of New York College at Fredonia 2007 — 2011
Bachelor of Arts, English, Communications
National University of Ireland, Galway 2010 — 2010
International Student, A-
Scarlett Cherry's NEXT Financial Group, Inc. Experience July 2008 - September 2012
Job Senior Examiner at LPL Financial
Industry Financial Services
Experience
LPL Financial September 2012 - Present
NEXT Financial Group, Inc. July 2008 - September 2012
WAMU Investments, Inc. November 2005 - June 2008
SunTrust Securities, Inc. July 2004 - March 2005
CCB Investor Services June 2001 - July 2004
CCB Investor Services November 2000 - June 2001
Clayton Group Services, Inc. August 1998 - March 2000
Skills
Series 24, Series 7, Securities, FINRA, Uniform Combined State..., Investments, Insurance, Sales, Series 63, Lotus Notes, Wealth Management, Customer Service, Outlook, Social Media Marketing, Mutual Funds
Education
Hampton University 1996 — 1998
Bachelor of Science, Marine and Environmental Science
LPL Financial September 2012 - Present
NEXT Financial Group, Inc. July 2008 - September 2012
WAMU Investments, Inc. November 2005 - June 2008
SunTrust Securities, Inc. July 2004 - March 2005
CCB Investor Services June 2001 - July 2004
CCB Investor Services November 2000 - June 2001
Clayton Group Services, Inc. August 1998 - March 2000
Skills
Series 24, Series 7, Securities, FINRA, Uniform Combined State..., Investments, Insurance, Sales, Series 63, Lotus Notes, Wealth Management, Customer Service, Outlook, Social Media Marketing, Mutual Funds
Education
Hampton University 1996 — 1998
Bachelor of Science, Marine and Environmental Science
John Unger's NEXT Financial Group, Inc. Experience October 2014 - Present
Job General Counsel at NEXT Financial Group, Inc.
Industry Financial Services
Experience
NEXT Financial Group, Inc. October 2014 - Present
Thompson & Knight LLP July 2005 - December 2014
The Edelman Financial Group Inc. July 2005 - September 2013
Thompson & Knight LLP January 2000 - July 2005
Snell & Smith PC June 1993 - December 1999
Butler & Binion LLP January 1988 - June 1993
Childs, Beck & Guyton, LLP July 1982 - December 1987
Skills
Corporate Governance, Mergers & Acquisitions, Securities Regulation, Corporate Finance, Corporate Law, Investment Companies, Business Development..., Securities Offerings, Financial Reporting, Contract Management, Privacy Law, Investment Advisory, Investment Banking, Litigation, Commercial Litigation, Corporate Transactional, General Corporate..., Section 16, Management Of Outside..., Proxy Statements, Private Placements, Shareholder Agreements, Corporate Contracts, Venture Capital, Negotiation, FINRA
Education
University of Houston Law Center 1974 — 1977
Doctor of Law (JD), Law
Southern Methodist University - Cox School of Business 1973 — 1974
Master of Business Administration (MBA), Finance, General
Southern Methodist University 1970 — 1973
Bachelor of Arts (B.A.), Economics
NEXT Financial Group, Inc. October 2014 - Present
Thompson & Knight LLP July 2005 - December 2014
The Edelman Financial Group Inc. July 2005 - September 2013
Thompson & Knight LLP January 2000 - July 2005
Snell & Smith PC June 1993 - December 1999
Butler & Binion LLP January 1988 - June 1993
Childs, Beck & Guyton, LLP July 1982 - December 1987
Skills
Corporate Governance, Mergers & Acquisitions, Securities Regulation, Corporate Finance, Corporate Law, Investment Companies, Business Development..., Securities Offerings, Financial Reporting, Contract Management, Privacy Law, Investment Advisory, Investment Banking, Litigation, Commercial Litigation, Corporate Transactional, General Corporate..., Section 16, Management Of Outside..., Proxy Statements, Private Placements, Shareholder Agreements, Corporate Contracts, Venture Capital, Negotiation, FINRA
Education
University of Houston Law Center 1974 — 1977
Doctor of Law (JD), Law
Southern Methodist University - Cox School of Business 1973 — 1974
Master of Business Administration (MBA), Finance, General
Southern Methodist University 1970 — 1973
Bachelor of Arts (B.A.), Economics
John Richter, ChFC, CLU's NEXT Financial Group, Inc. Experience May 2004 - Present
Job Corporate Benefit Consultant & Financial Advisor at Benefits Technologies/NEXT Financial Group
Industry
Experience
Benefits Technologies, LLC June 2008 - Present
NEXT Financial Group, Inc. May 2004 - Present
Skills
Disability Insurance, Insurance, Life Insurance
Education
Florida State University
Bachelor of Science: Finance
Stetson University
Undergrad Studies
The American College
Chartered Life Underwriter: CLU
The American College
Chartered Financial Consultant: ChFC
Benefits Technologies, LLC June 2008 - Present
NEXT Financial Group, Inc. May 2004 - Present
Skills
Disability Insurance, Insurance, Life Insurance
Education
Florida State University
Bachelor of Science: Finance
Stetson University
Undergrad Studies
The American College
Chartered Life Underwriter: CLU
The American College
Chartered Financial Consultant: ChFC
Jim Will's NEXT Financial Group, Inc. Experience 2007 - 2010
Job Retired USAF and Financial Advisor
Industry Financial Services
Experience
NEXT Financial Group, Inc. 2007 - 2010
Raymond James Financial Inc. 2005 - 2007
A G Edwards & Sons, Inc 2001 - 2004
U S Air Force April 1967 - October 1994
Skills
Retirement Planning, Finance
Education
Southern Illinois University, Carbondale
Bachelor's Degree, Engineering
NEXT Financial Group, Inc. 2007 - 2010
Raymond James Financial Inc. 2005 - 2007
A G Edwards & Sons, Inc 2001 - 2004
U S Air Force April 1967 - October 1994
Skills
Retirement Planning, Finance
Education
Southern Illinois University, Carbondale
Bachelor's Degree, Engineering
Evan Doremus's NEXT Financial Group, Inc. Experience June 2015 - August 2015
Job Marketing Intern at NEXT Financial Group, Inc.
Industry Financial Services
Experience
NEXT Financial Group, Inc. June 2015 - August 2015
8 One Sneaker House June 2014 - August 2014
8 One Sneaker House June 2013 - August 2013
Skills
Microsoft Excel, Sales, Leadership, Management, PowerPoint, Microsoft Office, Process Improvement, Microsoft Word, Research, Customer Service, Financial Analysis, Social Media, Manners, Public Speaking, Communication, Teamwork, Social Networking
Education
University of St. Thomas (TX)
Bachelor’s Degree, Finance, Senior
Oklahoma City University 2013 — 2015
Finance, General
St. Edward's University 2012 — 2013
Finance, General
Cypress Christian School 2010 — 2012
NEXT Financial Group, Inc. June 2015 - August 2015
8 One Sneaker House June 2014 - August 2014
8 One Sneaker House June 2013 - August 2013
Skills
Microsoft Excel, Sales, Leadership, Management, PowerPoint, Microsoft Office, Process Improvement, Microsoft Word, Research, Customer Service, Financial Analysis, Social Media, Manners, Public Speaking, Communication, Teamwork, Social Networking
Education
University of St. Thomas (TX)
Bachelor’s Degree, Finance, Senior
Oklahoma City University 2013 — 2015
Finance, General
St. Edward's University 2012 — 2013
Finance, General
Cypress Christian School 2010 — 2012
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY