NFP Advisor Services
Industry: Company
DescriptionFounded: 1996 Subsidiaries: H. Beck, Inc., Rinvelt & David, LLC,
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NFP Advisor Services Employees
Employee
Years
Job
Industry
Kyle Jesse Kyle Jesse's NFP Advisor Services Experience September 2014 - Present
Job Owner at Kurvature Design LLC
Industry Mechanical or Industrial Engineering
Experience
Kurvature Design LLC January 2015 - Present
NFP Advisor Services September 2014 - Present
Creative Edge Products July 2014 - December 2014
Active Power November 2013 - June 2014
Active Power June 2012 - November 2013
Northrop Grumman Information Systems June 2010 - June 2012
Skills
Solidworks, Product Development, Design for Manufacturing, Manufacturing, Lean Manufacturing, Continuous Improvement, Six Sigma, Mechanical Engineering, Pro Engineer, Machining, Finite Element Analysis, Engineering, Matlab, AutoCAD, CAD, Labview, Design of Experiments, FMEA, Manufacturing..., Product Design, SPC, Process Improvement, Quality System, GD&T, Project Management, Root Cause Analysis, Failure Analysis, Rapid Prototyping, Design Engineering, Process Engineering
Education
The University of Texas at Austin 2005 — 2010
BS, Mechanical Engineering
Kurvature Design LLC January 2015 - Present
NFP Advisor Services September 2014 - Present
Creative Edge Products July 2014 - December 2014
Active Power November 2013 - June 2014
Active Power June 2012 - November 2013
Northrop Grumman Information Systems June 2010 - June 2012
Skills
Solidworks, Product Development, Design for Manufacturing, Manufacturing, Lean Manufacturing, Continuous Improvement, Six Sigma, Mechanical Engineering, Pro Engineer, Machining, Finite Element Analysis, Engineering, Matlab, AutoCAD, CAD, Labview, Design of Experiments, FMEA, Manufacturing..., Product Design, SPC, Process Improvement, Quality System, GD&T, Project Management, Root Cause Analysis, Failure Analysis, Rapid Prototyping, Design Engineering, Process Engineering
Education
The University of Texas at Austin 2005 — 2010
BS, Mechanical Engineering
Bill Tadio Bill Tadio's NFP Advisor Services Experience July 2015 - Present
Job Vice President, Business Development at NFP Advisor Services
Industry Financial Services
Experience
NFP Advisor Services July 2015 - Present
BAR Financial, LLC September 2014 - July 2015
Cambridge Investment Research February 2004 - September 2014
ING Investment Management January 2003 - February 2004
AXA Investment Managers January 2001 - January 2003
Skills
Recruiting, Financial Advisory, Business Development, Mutual Funds, Due Diligence, Investments, Series 24, Asset Managment, Team Building, New Business Development, Strategic Financial..., Financial Services, Portfolio Management, FINRA, Leadership, Series 7, Securities, Retirement Planning, 401k, Wealth Management, Series 63, Strategic Planning, Asset Management, Financial Analysis, Risk Management, Investment Advisory, Marketing Strategy, Retirement, Sales Management, Fixed Income, Series 65, Uniform Combined State...
Education
Arizona State University 1986 — 1992
BS Business, Business Management
NFP Advisor Services July 2015 - Present
BAR Financial, LLC September 2014 - July 2015
Cambridge Investment Research February 2004 - September 2014
ING Investment Management January 2003 - February 2004
AXA Investment Managers January 2001 - January 2003
Skills
Recruiting, Financial Advisory, Business Development, Mutual Funds, Due Diligence, Investments, Series 24, Asset Managment, Team Building, New Business Development, Strategic Financial..., Financial Services, Portfolio Management, FINRA, Leadership, Series 7, Securities, Retirement Planning, 401k, Wealth Management, Series 63, Strategic Planning, Asset Management, Financial Analysis, Risk Management, Investment Advisory, Marketing Strategy, Retirement, Sales Management, Fixed Income, Series 65, Uniform Combined State...
Education
Arizona State University 1986 — 1992
BS Business, Business Management
Amber Bell Amber Bell's NFP Advisor Services Experience April 2014 - January 2015
Job Chief Compliance Officer at Spicewood Oaks Advisors, Inc.
Industry Financial Services
Experience
Spicewood Oaks Advisors, Inc. January 2015 - Present
Couch Hallum Finanical Group, LLC January 2015 - Present
NFP Advisor Services April 2014 - January 2015
NFP Advisor Services Group January 2013 - April 2014
Securities America, Inc. Member FINRA/SIPC April 2011 - January 2013
ING Financial Partners July 2007 - April 2011
Skills
Series 24, Series 7, FINRA, Compliance, Risk Management, Financial Services, Series 6, Series 66, Life & Health Insurance..., Securities, Financial Advisory, Wealth Management..., Investment Advisory..., Retirement Planning
Education
University of Maine 2005 — 2007
Bachelor of Science (B.S.), Elementary Education and Teaching; English
Eastern Nazarene College 2003 — 2005
Spicewood Oaks Advisors, Inc. January 2015 - Present
Couch Hallum Finanical Group, LLC January 2015 - Present
NFP Advisor Services April 2014 - January 2015
NFP Advisor Services Group January 2013 - April 2014
Securities America, Inc. Member FINRA/SIPC April 2011 - January 2013
ING Financial Partners July 2007 - April 2011
Skills
Series 24, Series 7, FINRA, Compliance, Risk Management, Financial Services, Series 6, Series 66, Life & Health Insurance..., Securities, Financial Advisory, Wealth Management..., Investment Advisory..., Retirement Planning
Education
University of Maine 2005 — 2007
Bachelor of Science (B.S.), Elementary Education and Teaching; English
Eastern Nazarene College 2003 — 2005
Lacey Kostreba Lacey Kostreba's NFP Advisor Services Experience October 2014 - Present
Job Brokerage Account Specialist at National Financial Partners
Industry Financial Services
Experience
NFP Advisor Services October 2014 - Present
National Financial Partners July 2013 - October 2014
Northwestern Mutual June 2012 - August 2012
Skills
Customer Service, Financial Analysis, Investments, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Phone Etiquette, Sales
Education
Texas A&M University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Round Rock High School 2005 — 2009
NFP Advisor Services October 2014 - Present
National Financial Partners July 2013 - October 2014
Northwestern Mutual June 2012 - August 2012
Skills
Customer Service, Financial Analysis, Investments, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Phone Etiquette, Sales
Education
Texas A&M University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Round Rock High School 2005 — 2009
Ashley Cop's NFP Advisor Services Experience June 2011 - October 2013
Job SVP of Marketing
Industry Financial Services
Experience
NFP March 2015 - Present
NFP October 2013 - March 2015
NFP Advisor Services June 2011 - October 2013
USAA January 2007 - May 2011
Regnier Valdez 2006 - 2006
Marketing Consultant November 2000 - June 2002
Case Dunlap (now Tic Toc) February 1999 - June 2000
American Airlines April 1997 - February 1999
DDB August 1995 - April 1997
Art Squad 1993 - 1995
Skills
Marketing Communications, Integrated Marketing, Direct Marketing, Marketing, Marketing Strategy, Event Marketing Strategy, Event Planning, Promotions, Brand Management, Brand Awareness, Advertising, Leadership, Management, Program Management, Creative Direction, Sales, New Business Development, Budgets, Project Management, Team Building, Training, Email Marketing
Education
Southern Methodist University 1985 — 1989
BFA, Advertising
NFP March 2015 - Present
NFP October 2013 - March 2015
NFP Advisor Services June 2011 - October 2013
USAA January 2007 - May 2011
Regnier Valdez 2006 - 2006
Marketing Consultant November 2000 - June 2002
Case Dunlap (now Tic Toc) February 1999 - June 2000
American Airlines April 1997 - February 1999
DDB August 1995 - April 1997
Art Squad 1993 - 1995
Skills
Marketing Communications, Integrated Marketing, Direct Marketing, Marketing, Marketing Strategy, Event Marketing Strategy, Event Planning, Promotions, Brand Management, Brand Awareness, Advertising, Leadership, Management, Program Management, Creative Direction, Sales, New Business Development, Budgets, Project Management, Team Building, Training, Email Marketing
Education
Southern Methodist University 1985 — 1989
BFA, Advertising
Caitlin Wills Caitlin Wills's NFP Advisor Services Experience September 2014 - December 2014
Job |Public Relations & Marketing | HR & Recruiting | Sales Operations |
Industry Public Relations and Communications
Experience
Barton Associates Inc. August 2015 - Present
MapMyFitness - Under Armour Connected Fitness January 2015 - March 2015
Durbin Bennett Tax Advisors, Inc. December 2014 - December 2014
NFP Advisor Services September 2014 - December 2014
YourMembership.com May 2013 - August 2014
YourMembership.com March 2013 - May 2013
512 Solutions January 2013 - March 2013
Valentino's Pizza September 2012 - December 2012
PAWS Shelter and Humane Society August 2012 - December 2012
Hays County Food Bank June 2012 - July 2012
Skills
Marketing, Sales Operations, Public Relations, Press Releases, Marketing Communications, Email Marketing, Social Media Marketing, Sales Management, Operations Management, Graphic Design, Newsletters, Strategic Communications, Typography, Salesforce.com..., InDesign, ExactTarget, Recruiting, Human Resources, Advertising Campaigns, Social Networking, Social Media, Event Planning, AP Style, Blogging, Sales, Advertising, AP style writing, SPSS, Microsoft Office- Word,..., Photoshop, Photojournalism, Customer Service, Microsoft Office, CRM, Salesforce.com, Management, Account Management
Education
Texas State University 2011 — 2012
Bachelor of Arts (B.A.), Mass Communication, Public Relations
Texas State University
Bachelor of Arts (B.A.), Public Relations
Texas Tech University
Bachelor of Arts (B.A.), Public Relations/Image Management
Barton Associates Inc. August 2015 - Present
MapMyFitness - Under Armour Connected Fitness January 2015 - March 2015
Durbin Bennett Tax Advisors, Inc. December 2014 - December 2014
NFP Advisor Services September 2014 - December 2014
YourMembership.com May 2013 - August 2014
YourMembership.com March 2013 - May 2013
512 Solutions January 2013 - March 2013
Valentino's Pizza September 2012 - December 2012
PAWS Shelter and Humane Society August 2012 - December 2012
Hays County Food Bank June 2012 - July 2012
Skills
Marketing, Sales Operations, Public Relations, Press Releases, Marketing Communications, Email Marketing, Social Media Marketing, Sales Management, Operations Management, Graphic Design, Newsletters, Strategic Communications, Typography, Salesforce.com..., InDesign, ExactTarget, Recruiting, Human Resources, Advertising Campaigns, Social Networking, Social Media, Event Planning, AP Style, Blogging, Sales, Advertising, AP style writing, SPSS, Microsoft Office- Word,..., Photoshop, Photojournalism, Customer Service, Microsoft Office, CRM, Salesforce.com, Management, Account Management
Education
Texas State University 2011 — 2012
Bachelor of Arts (B.A.), Mass Communication, Public Relations
Texas State University
Bachelor of Arts (B.A.), Public Relations
Texas Tech University
Bachelor of Arts (B.A.), Public Relations/Image Management
Vince Pinto Vince Pinto's NFP Advisor Services Experience December 2013 - Present
Job Senior Consultant HR Services at NFP Insurance Services: President HR Cloud Consulting
Industry Information Technology and Services
Experience
NFP Advisor Services December 2013 - Present
HR Cloud Consulting December 2012 - Present
Benefit Technology Resources June 2011 - December 2012
Ebix May 2000 - June 2011
A.D.A.M., Inc. (formerly Online Benefits) 2000 - June 2011
Bell Atlantic 1990 - 2000
Skills
SaaS, Employee Benefits, Management, Human Resources, Benefits Administration, Salesforce.com, Consulting, Account Management, Cold Calling, Solution Selling, Sales, CRM, Enterprise Software, Lead Generation, Sales Process
Education
Drexel University - College of Business and Administration 1980 — 1985
BA, Computer Systems Management
LaSalle College High School 1976 — 1980
NFP Advisor Services December 2013 - Present
HR Cloud Consulting December 2012 - Present
Benefit Technology Resources June 2011 - December 2012
Ebix May 2000 - June 2011
A.D.A.M., Inc. (formerly Online Benefits) 2000 - June 2011
Bell Atlantic 1990 - 2000
Skills
SaaS, Employee Benefits, Management, Human Resources, Benefits Administration, Salesforce.com, Consulting, Account Management, Cold Calling, Solution Selling, Sales, CRM, Enterprise Software, Lead Generation, Sales Process
Education
Drexel University - College of Business and Administration 1980 — 1985
BA, Computer Systems Management
LaSalle College High School 1976 — 1980
Michael Bewley's NFP Advisor Services Experience January 2013 - Present
Job Vice President, Client Experience at NFP Advisor Services
Industry Financial Services
Experience
NFP Advisor Services January 2013 - Present
Kovack Securities December 2008 - January 2013
Wall Street Financial Group 1996 - 2008
Wall Street Financial Group May 2002 - March 2005
Wall Street Financial Group 1997 - May 2002
Skills
Investments, Securities, Portfolio Management, Asset Management, Series 24, Series 63, Investment Advisory, Series 7, Mutual Funds, Financial Advisory, Asset Allocation, Wealth Management, Strategic Financial..., Alternative Investments, FINRA, Financial Services, Retirement Planning, Finance, Management
Education
St. John Fisher College 1993 — 1997
Bachelor of Science (B.S.), Management and Finance
NFP Advisor Services January 2013 - Present
Kovack Securities December 2008 - January 2013
Wall Street Financial Group 1996 - 2008
Wall Street Financial Group May 2002 - March 2005
Wall Street Financial Group 1997 - May 2002
Skills
Investments, Securities, Portfolio Management, Asset Management, Series 24, Series 63, Investment Advisory, Series 7, Mutual Funds, Financial Advisory, Asset Allocation, Wealth Management, Strategic Financial..., Alternative Investments, FINRA, Financial Services, Retirement Planning, Finance, Management
Education
St. John Fisher College 1993 — 1997
Bachelor of Science (B.S.), Management and Finance
William Gallegos's NFP Advisor Services Experience September 2015 - Present
Job AVP, Advisory Consulting at NFP Advisor Services
Industry Investment Management
Experience
NFP Advisor Services September 2015 - Present
NFP Advisor Services April 2015 - Present
National Financial Partners August 2011 - Present
J.P. Morgan Chase June 2010 - August 2011
JPMorgan Chase July 2007 - June 2010
McCoy Student Managed Investment Fund August 2009 - May 2010
Skills
Portfolio Management, Asset Management, Morningstar Advisor..., Factset, Portfolio Strategy, Model Portfolios, Model Building, Advisory Investments, Variable Annuities, Mutual Fund Research, ETF Research, Equity Research, 3rd Party Strategist..., Alternative Investments, Case Design, Series 7, Series 6, Series 63, Asset Allocation, Portfolio Design, Series 65, Mutual Funds, Zephyr Style Advisor, Morningstar, Portfolio Optimization
Education
Texas State University-San Marcos 2005 — 2010
B.B.A, Finance; Financial Management and Analysis
NFP Advisor Services September 2015 - Present
NFP Advisor Services April 2015 - Present
National Financial Partners August 2011 - Present
J.P. Morgan Chase June 2010 - August 2011
JPMorgan Chase July 2007 - June 2010
McCoy Student Managed Investment Fund August 2009 - May 2010
Skills
Portfolio Management, Asset Management, Morningstar Advisor..., Factset, Portfolio Strategy, Model Portfolios, Model Building, Advisory Investments, Variable Annuities, Mutual Fund Research, ETF Research, Equity Research, 3rd Party Strategist..., Alternative Investments, Case Design, Series 7, Series 6, Series 63, Asset Allocation, Portfolio Design, Series 65, Mutual Funds, Zephyr Style Advisor, Morningstar, Portfolio Optimization
Education
Texas State University-San Marcos 2005 — 2010
B.B.A, Finance; Financial Management and Analysis
Brad Cady Brad Cady's NFP Advisor Services Experience November 2013 - Present
Job VP Business Development NFP
Industry Financial Services
Experience
NFP Advisor Services November 2013 - Present
Independent Financial Group LLC March 2011 - October 2013
Lincoln Financial Advisors September 2010 - March 2011
LPL Financial November 2002 - August 2010
Education
The University of Connecticut 1995 — 2000
BS, Finance, General
NFP Advisor Services November 2013 - Present
Independent Financial Group LLC March 2011 - October 2013
Lincoln Financial Advisors September 2010 - March 2011
LPL Financial November 2002 - August 2010
Education
The University of Connecticut 1995 — 2000
BS, Finance, General
Drannen Love Drannen Love's NFP Advisor Services Experience April 2015 - Present
Job Compensation Analyst at NFP Advisor Services
Industry Marketing and Advertising
Experience
NFP Advisor Services April 2015 - Present
Main Street Hub February 2015 - Present
Skills
Economics, Stata, Policy Analysis, Econometrics, Macroeconomics, Microsoft Excel, Microsoft Office, Data Analysis
Education
Binghamton University 2011 — 2013
Economic Analysis, Senior
BHS
State University of New York College at Oswego
State University of New York College at Oswego
NFP Advisor Services April 2015 - Present
Main Street Hub February 2015 - Present
Skills
Economics, Stata, Policy Analysis, Econometrics, Macroeconomics, Microsoft Excel, Microsoft Office, Data Analysis
Education
Binghamton University 2011 — 2013
Economic Analysis, Senior
BHS
State University of New York College at Oswego
State University of New York College at Oswego
Sherrie Keylon, CFS®,CAS® Sherrie Keylon, CFS®,CAS®'s NFP Advisor Services Experience November 2008 - November 2014
Job Supervisory Principal at LPL Financial
Industry Financial Services
Experience
LPL Financial December 2014 - Present
NFP Advisor Services November 2008 - November 2014
National Financial Partners November 2008 - November 2014
MassMutual Financial Group July 2007 - October 2008
MassMutual Financial Group July 2006 - July 2007
MassMutual Financial Group June 2003 - May 2005
MassMutual Financial Group February 2002 - June 2003
MassMutual Financial Group January 1999 - December 2001
American Funds October 1995 - October 1997
Fidelity Investments November 1986 - May 1994
Skills
Series 24, Series 6, Securities, Compliance, Series 7, Annuities, Mutual Funds, Series 63, Financial Planning, Risk Management, Insurance, Investments, Series 53, Series 8, OSJ, Proofreading, Writing, Series 65, Licensed Life, Variable Annuities, Fixed Annuities, Term Life Insurance, IRAs, Trading, Financial Services, Life Insurance, Financial Advisory, Uniform Combined State..., Investment Advisory, Wealth Management, Retirement, Retirement Planning, Wealth, 401k Rollovers, Morningstar, Alternative Investments, Options, Relationship Management, Personal Financial..., Stocks, Long-term Care, Wealth Management..., Life, Savings, High Net Worth..., Licensed Life Insurance..., Wealth Accumulation, Asset Allocation, Equities
Education
Texas A&M University-Commerce 1982 — 1986
B.S., Home Economics, Emphasis in Fashion Merchandising & Retail Mgmt., Minor in General Business
LPL Financial December 2014 - Present
NFP Advisor Services November 2008 - November 2014
National Financial Partners November 2008 - November 2014
MassMutual Financial Group July 2007 - October 2008
MassMutual Financial Group July 2006 - July 2007
MassMutual Financial Group June 2003 - May 2005
MassMutual Financial Group February 2002 - June 2003
MassMutual Financial Group January 1999 - December 2001
American Funds October 1995 - October 1997
Fidelity Investments November 1986 - May 1994
Skills
Series 24, Series 6, Securities, Compliance, Series 7, Annuities, Mutual Funds, Series 63, Financial Planning, Risk Management, Insurance, Investments, Series 53, Series 8, OSJ, Proofreading, Writing, Series 65, Licensed Life, Variable Annuities, Fixed Annuities, Term Life Insurance, IRAs, Trading, Financial Services, Life Insurance, Financial Advisory, Uniform Combined State..., Investment Advisory, Wealth Management, Retirement, Retirement Planning, Wealth, 401k Rollovers, Morningstar, Alternative Investments, Options, Relationship Management, Personal Financial..., Stocks, Long-term Care, Wealth Management..., Life, Savings, High Net Worth..., Licensed Life Insurance..., Wealth Accumulation, Asset Allocation, Equities
Education
Texas A&M University-Commerce 1982 — 1986
B.S., Home Economics, Emphasis in Fashion Merchandising & Retail Mgmt., Minor in General Business
Matthew Terry, CFP® Matthew Terry, CFP®'s NFP Advisor Services Experience March 2014 - July 2015
Job VP, Insurance Investment Consultant
Industry Investment Management
Experience
BNY Mellon July 2015 - Present
NFP Advisor Services March 2014 - July 2015
Cetera Financial Specialists July 2009 - March 2014
Genworth Financial 2009 - 2011
Genworth Financial February 2006 - June 2009
UBS Financial Services August 2003 - February 2006
Skills
CERTIFIED FINANCIAL..., Series 24, Series 7, Series 66, Life & Health Insurance..., Investments, Leadership, Mutual Funds, Practice Management, Retirement, Retirement Planning, Securities, Strategic Financial..., Trading, Bonds
Education
Binghamton University 1999 — 2003
Bachelors of Science, Economics with a Specialization in Finance
BNY Mellon July 2015 - Present
NFP Advisor Services March 2014 - July 2015
Cetera Financial Specialists July 2009 - March 2014
Genworth Financial 2009 - 2011
Genworth Financial February 2006 - June 2009
UBS Financial Services August 2003 - February 2006
Skills
CERTIFIED FINANCIAL..., Series 24, Series 7, Series 66, Life & Health Insurance..., Investments, Leadership, Mutual Funds, Practice Management, Retirement, Retirement Planning, Securities, Strategic Financial..., Trading, Bonds
Education
Binghamton University 1999 — 2003
Bachelors of Science, Economics with a Specialization in Finance
Grayson Palmer's NFP Advisor Services Experience January 2015 - Present
Job Brokerage Assistant at NFP Advisor Services
Industry Financial Services
Experience
NFP Advisor Services January 2015 - Present
3 Forks Ranch August 2014 - November 2014
Merrill Lynch 2013 - 2013
Camp Ozark May 2011 - July 2012
Skills
Microsoft Excel, Event Planning, Customer Service, Social Media, Leadership, Research, Management
Education
Louisiana State University 2010 — 2014
Bachelor of Science (B.S.), Business/Commerce, General
NFP Advisor Services January 2015 - Present
3 Forks Ranch August 2014 - November 2014
Merrill Lynch 2013 - 2013
Camp Ozark May 2011 - July 2012
Skills
Microsoft Excel, Event Planning, Customer Service, Social Media, Leadership, Research, Management
Education
Louisiana State University 2010 — 2014
Bachelor of Science (B.S.), Business/Commerce, General
Audrey Myhr Audrey Myhr's NFP Advisor Services Experience January 2015 - Present
Job Trade Supervisor at NFP Advisor Services
Industry Financial Services
Experience
NFP Advisor Services January 2015 - Present
Northwestern Mutual March 2011 - August 2014
Total Hockey June 2010 - March 2011
Minnesota Timberwolves September 2009 - April 2010
Skills
Microsoft Word, Time Management, PowerPoint, Customer Service, Microsoft Excel, Recruiting, Outlook, Leadership, Microsoft Office, Training, Customer Satisfaction, Facebook, Event Planning, Social Media, Marketing, Social Media Marketing, Management, Public Speaking
Education
Saint Mary's University of Minnesota
Master of Business Administration (MBA)
Iowa State University
Bachelor's degree, Journalism and Mass Communication, Public Relations
NFP Advisor Services January 2015 - Present
Northwestern Mutual March 2011 - August 2014
Total Hockey June 2010 - March 2011
Minnesota Timberwolves September 2009 - April 2010
Skills
Microsoft Word, Time Management, PowerPoint, Customer Service, Microsoft Excel, Recruiting, Outlook, Leadership, Microsoft Office, Training, Customer Satisfaction, Facebook, Event Planning, Social Media, Marketing, Social Media Marketing, Management, Public Speaking
Education
Saint Mary's University of Minnesota
Master of Business Administration (MBA)
Iowa State University
Bachelor's degree, Journalism and Mass Communication, Public Relations
Karen Joy Bean Karen Joy Bean's NFP Advisor Services Experience May 2008 - Present
Job VP, Investment Products, Alternative Investments, and Due Diligence
Industry Financial Services
Experience
NFP Advisor Services May 2008 - Present
Cornerstone Real Estate Funds January 2007 - January 2008
American Funds April 1997 - January 2007
Skills
Alternative Investments, Investments, Mutual Funds, Due Diligence, Annuities, Series 7, Customer Relations, Series 63, Real Estate, Sales Management, Securities, Series 24, Financial Advisory, Fixed Annuities, Risk Management, FINRA, Wealth Management, Customer Service, Financial Services, Investment Advisory, Portfolio Management
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1982 — 1986
BA, Marketing/ Sales Management
NFP Advisor Services May 2008 - Present
Cornerstone Real Estate Funds January 2007 - January 2008
American Funds April 1997 - January 2007
Skills
Alternative Investments, Investments, Mutual Funds, Due Diligence, Annuities, Series 7, Customer Relations, Series 63, Real Estate, Sales Management, Securities, Series 24, Financial Advisory, Fixed Annuities, Risk Management, FINRA, Wealth Management, Customer Service, Financial Services, Investment Advisory, Portfolio Management
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1982 — 1986
BA, Marketing/ Sales Management
Chau Quach Chau Quach's NFP Advisor Services Experience April 2013 - Present
Job Surveillance Analyst at NFP Advisor Services
Industry Financial Services
Experience
NFP Advisor Services April 2013 - Present
NFP Advisor Services April 2012 - April 2013
NFP Advisor Services October 2010 - April 2012
Commonwealth June 2009 - October 2010
Bank of America November 2004 - March 2009
Bank of America October 2003 - November 2004
Education
The University of Texas at Austin
Bachelor’s Degree, Computer Science
NFP Advisor Services April 2013 - Present
NFP Advisor Services April 2012 - April 2013
NFP Advisor Services October 2010 - April 2012
Commonwealth June 2009 - October 2010
Bank of America November 2004 - March 2009
Bank of America October 2003 - November 2004
Education
The University of Texas at Austin
Bachelor’s Degree, Computer Science
Ameesha Purohit Ameesha Purohit's NFP Advisor Services Experience August 2015 - Present
Job Advertising Analyst at NFP Advisor Services
Industry Financial Services
Experience
NFP Advisor Services August 2015 - Present
J.W. Cole Financial, Inc. May 2013 - July 2015
CONCERT Retirement Plan Consulting November 2010 - May 2013
Santa Ana Regional Water Quality Control Board July 2010 - September 2010
Northrop Grumman Aerospace Systems July 2009 - September 2009
The Indus Entrepreneurs- San Diego Chapter January 2003 - September 2006
Skills
Series 7, Series 24, Series 66, FINRA, Alternative Investments, Finance
Education
University of California, Riverside 2006 — 2010
B.A., Economics, Environmental Sciences
NFP Advisor Services August 2015 - Present
J.W. Cole Financial, Inc. May 2013 - July 2015
CONCERT Retirement Plan Consulting November 2010 - May 2013
Santa Ana Regional Water Quality Control Board July 2010 - September 2010
Northrop Grumman Aerospace Systems July 2009 - September 2009
The Indus Entrepreneurs- San Diego Chapter January 2003 - September 2006
Skills
Series 7, Series 24, Series 66, FINRA, Alternative Investments, Finance
Education
University of California, Riverside 2006 — 2010
B.A., Economics, Environmental Sciences
Brittany Frederick, CRPS® Brittany Frederick, CRPS®'s NFP Advisor Services Experience July 2014 - Present
Job Senior Advisory Support Specialist at NFP
Industry Financial Services
Experience
NFP Advisor Services July 2014 - Present
Advisors Asset Management, Inc. February 2014 - May 2014
JW Marriott September 2013 - February 2014
USAA February 2012 - July 2013
The Estates Apartment Complex- Management Support Property August 2011 - February 2012
Frost & Sullivan July 2011 - July 2011
Skills
Training, Customer Service, Microsoft Word, Leadership, Management, Social Networking, Microsoft Excel, Process Improvement, Negotiation, Microsoft Office, Telephone Skills, PowerPoint, Account Management, Claims Management, Retail, Time Management, Recruiting, Analysis, Event Planning, Insurance, Accounting, Team Building, Finance, Sales, Multi Tasking, Financial Accounting, Product Development, Strategic Planning, Business/Relationship..., Business Intelligence, Digital and Online..., Outlook, Customer Retention, Event Management, Coaching
Education
University of the Incarnate Word 2013 — 2013
Business Administration and Management, General
Texas State University-San Marcos 2009 — 2011
BSFCS, Family and Consumer Sciences with Minor in General Business
Texas Tech University 2006 — 2008
Hotel, Motel, and Restaurant Management
NFP Advisor Services July 2014 - Present
Advisors Asset Management, Inc. February 2014 - May 2014
JW Marriott September 2013 - February 2014
USAA February 2012 - July 2013
The Estates Apartment Complex- Management Support Property August 2011 - February 2012
Frost & Sullivan July 2011 - July 2011
Skills
Training, Customer Service, Microsoft Word, Leadership, Management, Social Networking, Microsoft Excel, Process Improvement, Negotiation, Microsoft Office, Telephone Skills, PowerPoint, Account Management, Claims Management, Retail, Time Management, Recruiting, Analysis, Event Planning, Insurance, Accounting, Team Building, Finance, Sales, Multi Tasking, Financial Accounting, Product Development, Strategic Planning, Business/Relationship..., Business Intelligence, Digital and Online..., Outlook, Customer Retention, Event Management, Coaching
Education
University of the Incarnate Word 2013 — 2013
Business Administration and Management, General
Texas State University-San Marcos 2009 — 2011
BSFCS, Family and Consumer Sciences with Minor in General Business
Texas Tech University 2006 — 2008
Hotel, Motel, and Restaurant Management
Fred Greenstein Fred Greenstein's NFP Advisor Services Experience July 2014 - Present
Job Business Development & Practice Management | Broker Dealer & RIA | 401(k) Retirement Plans & Investments
Industry Financial Services
Experience
NFP Advisor Services July 2014 - Present
Retirement Plan Advisory Group April 2007 - Present
Skills
Retirement Planning, Retirement, 401k, Financial Advisory, Investments, Business Development, Broker-Dealer
Education
Michigan State University 1975 — 1980
Masters, Economics / Labor & Industrial Relations
Brush High School 1972 — 1975
NFP Advisor Services July 2014 - Present
Retirement Plan Advisory Group April 2007 - Present
Skills
Retirement Planning, Retirement, 401k, Financial Advisory, Investments, Business Development, Broker-Dealer
Education
Michigan State University 1975 — 1980
Masters, Economics / Labor & Industrial Relations
Brush High School 1972 — 1975
Kyle Whalen Kyle Whalen's NFP Advisor Services Experience October 2014 - January 2015
Job Inside Account Executive at SHI International Corp.
Industry Construction
Experience
SHI International Corp. August 2015 - Present
Main Street Renewal January 2015 - April 2015
NFP Advisor Services October 2014 - January 2015
Hudson Construction November 2012 - November 2014
Aramark Uniform Services November 2011 - November 2012
GOLDEN RULE BUILDERS September 2010 - March 2011
Education
Penn State University 2006 — 2010
BS, Psychology and Business
SHI International Corp. August 2015 - Present
Main Street Renewal January 2015 - April 2015
NFP Advisor Services October 2014 - January 2015
Hudson Construction November 2012 - November 2014
Aramark Uniform Services November 2011 - November 2012
GOLDEN RULE BUILDERS September 2010 - March 2011
Education
Penn State University 2006 — 2010
BS, Psychology and Business
William Knox William Knox's NFP Advisor Services Experience March 2015 - August 2015
Job Operations Specialist at Lion Street
Industry Financial Services
Experience
Lion Street August 2015 - Present
NFP Advisor Services March 2015 - August 2015
NFP February 2014 - March 2015
National Financial Partners February 2012 - February 2014
College Baseball Daily February 2008 - February 2013
Texas Historical Commission April 2011 - December 2011
Data Recognition Corporation April 2010 - November 2010
McKinney Marshals May 2010 - August 2010
Coppell/North Texas Copperheads May 2009 - August 2010
Skills
Nonprofits, Media Relations, Employee Training, Social Media, Public Speaking, Databases, Microsoft Office, Event Planning, Strategic Planning, Public Relations, Social Media Marketing, Project Management, Fundraising, Marketing Communications, Facebook, Editing, Blogging
Education
Texas Tech University 2003 — 2009
Bachelor's, History, Mass Communications
Lion Street August 2015 - Present
NFP Advisor Services March 2015 - August 2015
NFP February 2014 - March 2015
National Financial Partners February 2012 - February 2014
College Baseball Daily February 2008 - February 2013
Texas Historical Commission April 2011 - December 2011
Data Recognition Corporation April 2010 - November 2010
McKinney Marshals May 2010 - August 2010
Coppell/North Texas Copperheads May 2009 - August 2010
Skills
Nonprofits, Media Relations, Employee Training, Social Media, Public Speaking, Databases, Microsoft Office, Event Planning, Strategic Planning, Public Relations, Social Media Marketing, Project Management, Fundraising, Marketing Communications, Facebook, Editing, Blogging
Education
Texas Tech University 2003 — 2009
Bachelor's, History, Mass Communications
Jennifer Cohen Golynsky, SPHR, SHRM - SCP, CHRS's NFP Advisor Services Experience June 2014 - December 2014
Job Director Human Resources at WK Dickson & Co., Inc.
Industry Human Resources
Experience
WK Dickson & Co., Inc. September 2015 - Present
Extended Stay America June 2015 - August 2015
Levine Jewish Community Center April 2015 - May 2015
NFP Advisor Services June 2014 - December 2014
MEAG Power December 2011 - June 2014
Golynsky Associates January 2010 - December 2011
NovaQuest LLC November 2008 - December 2009
EQmentor April 2008 - November 2008
Innova Plan Strategies March 2006 - March 2008
Muzak 2004 - 2005
Skills
Employee Relations, Organizational..., Succession Planning, Payroll, Employee Benefits, Policy Writing, Compensation Packages, Interviews, Management, HR Consulting, Strategy, Onboarding, Talent Management, Employee Handbooks, New Hire Orientations, Organizational..., Recruiting, Strategic Planning, Leadership, Training, Employee Training, Employee Engagement, Performance Management, Policy, Performance Appraisal, HRIS, Benefits Administration, Human Resources, Time Management, Budgets, Program Management, Employment Law, HR Policies, Personnel Management, Deferred Compensation, Team Building, Labor Relations, FMLA, Compensation & Benefit, College Recruiting, Screening, Talent Acquisition, Workers Compensation, SPHR, Applicant Tracking..., Career Development, Job Descriptions, Workforce Planning, Strategic HR, Organizational Design
Education
University of North Carolina at Chapel Hill 1988 — 1990
MPA
University of North Carolina at Chapel Hill 1984 — 1988
BA
WK Dickson & Co., Inc. September 2015 - Present
Extended Stay America June 2015 - August 2015
Levine Jewish Community Center April 2015 - May 2015
NFP Advisor Services June 2014 - December 2014
MEAG Power December 2011 - June 2014
Golynsky Associates January 2010 - December 2011
NovaQuest LLC November 2008 - December 2009
EQmentor April 2008 - November 2008
Innova Plan Strategies March 2006 - March 2008
Muzak 2004 - 2005
Skills
Employee Relations, Organizational..., Succession Planning, Payroll, Employee Benefits, Policy Writing, Compensation Packages, Interviews, Management, HR Consulting, Strategy, Onboarding, Talent Management, Employee Handbooks, New Hire Orientations, Organizational..., Recruiting, Strategic Planning, Leadership, Training, Employee Training, Employee Engagement, Performance Management, Policy, Performance Appraisal, HRIS, Benefits Administration, Human Resources, Time Management, Budgets, Program Management, Employment Law, HR Policies, Personnel Management, Deferred Compensation, Team Building, Labor Relations, FMLA, Compensation & Benefit, College Recruiting, Screening, Talent Acquisition, Workers Compensation, SPHR, Applicant Tracking..., Career Development, Job Descriptions, Workforce Planning, Strategic HR, Organizational Design
Education
University of North Carolina at Chapel Hill 1988 — 1990
MPA
University of North Carolina at Chapel Hill 1984 — 1988
BA
Lisa Gilbert Lisa Gilbert's NFP Advisor Services Experience February 2009 - Present
Job Director, Education & Development
Industry Financial Services
Experience
NFP Advisor Services February 2009 - Present
NFP Advisor Services September 2009 - February 2011
NFP Advisor Services December 2006 - September 2009
RBC Wealth Management September 2002 - October 2006
Morgan Stanley April 2000 - September 2002
Skills
Training, Adult Learning Theory, Instructional Design, Coaching, Relationship Management, Team Building, Customer Service, Management, Written & Oral..., Media Development, Organizational..., Development Of Employees, Employee Training, Vendor Management, Financial Services, Strategic Planning, Project Management, Marketing, Learning Management..., Analysis, Investment Advisory, Investments, Wealth Management, Instructor-led Training, E-Learning, Staff Development, Finance, Series 7, Blended Learning, Financial Advisory, Learning Management, Captivate, Securities, Distance Learning, ADDIE, CRM
Education
Purdue University 2012 — 2015
Candidate: Master of Science (MS), Learning Design and Technology, 3.6 GPA Current
The University of Texas at Dallas
Bachelor's degree, Economics and Finance
NFP Advisor Services February 2009 - Present
NFP Advisor Services September 2009 - February 2011
NFP Advisor Services December 2006 - September 2009
RBC Wealth Management September 2002 - October 2006
Morgan Stanley April 2000 - September 2002
Skills
Training, Adult Learning Theory, Instructional Design, Coaching, Relationship Management, Team Building, Customer Service, Management, Written & Oral..., Media Development, Organizational..., Development Of Employees, Employee Training, Vendor Management, Financial Services, Strategic Planning, Project Management, Marketing, Learning Management..., Analysis, Investment Advisory, Investments, Wealth Management, Instructor-led Training, E-Learning, Staff Development, Finance, Series 7, Blended Learning, Financial Advisory, Learning Management, Captivate, Securities, Distance Learning, ADDIE, CRM
Education
Purdue University 2012 — 2015
Candidate: Master of Science (MS), Learning Design and Technology, 3.6 GPA Current
The University of Texas at Dallas
Bachelor's degree, Economics and Finance
Lindsey Knepper Lindsey Knepper's NFP Advisor Services Experience May 2015 - Present
Job Policy and Risk Analyst at NFP Advisor Services
Industry Financial Services
Experience
NFP Advisor Services May 2015 - Present
A Dallas Broker Dealer July 2014 - May 2015
National Financial Partners December 2013 - July 2014
National Financial Partners March 2013 - January 2014
National Financial Partners April 2012 - March 2013
Skills
Microsoft Office, Proposal Writing, PowerPoint, Sales, Series 7, FINRA Compliance, Retirement Planning, Asset Management, Customer Service, IRA, Brokerage Accounts, ERISA, MSRB, Market Research, Macroeconomics, Real Estate Appraisal, Public Speaking, Data Analysis, Fundraising, Finance, Management, Series 24, Marketing
Education
Texas State University-San Marcos 2009 — 2011
Bachelor of Business Administration (BBA), Economics, 3.87 GPA
Cinco Ranch HS
Cinco Ranch HS
NFP Advisor Services May 2015 - Present
A Dallas Broker Dealer July 2014 - May 2015
National Financial Partners December 2013 - July 2014
National Financial Partners March 2013 - January 2014
National Financial Partners April 2012 - March 2013
Skills
Microsoft Office, Proposal Writing, PowerPoint, Sales, Series 7, FINRA Compliance, Retirement Planning, Asset Management, Customer Service, IRA, Brokerage Accounts, ERISA, MSRB, Market Research, Macroeconomics, Real Estate Appraisal, Public Speaking, Data Analysis, Fundraising, Finance, Management, Series 24, Marketing
Education
Texas State University-San Marcos 2009 — 2011
Bachelor of Business Administration (BBA), Economics, 3.87 GPA
Cinco Ranch HS
Cinco Ranch HS
Susanne Denby Susanne Denby's NFP Advisor Services Experience June 2010 - April 2015
Job Vice President of Compliance Registration at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
NFP Advisor Services June 2010 - April 2015
AIG Financial Advisors Inc./American General Securities Inc. December 2006 - June 2010
SunAmerica Securities Inc./Spelman and Co. Inc./Sentra Securities Inc. March 2003 - December 2006
SunAmerica Securities Inc. October 1997 - October 2003
Merrill Lynch, Pierce, Fenner & Smith Inc. October 1996 - October 1997
Skills
Securities, Series 24, Series 7, Asset Management, Financial Advisory, Series 63, Retirement Planning, Estate Planning, Series 65
Education
Cal State Fullerton 1992 — 1994
Bachelor's degree, Business/Corporate Communications
University of St. Andrews 1988 — 1989
Certificate of Merit, Ancient History
NFP Advisor Services June 2010 - April 2015
AIG Financial Advisors Inc./American General Securities Inc. December 2006 - June 2010
SunAmerica Securities Inc./Spelman and Co. Inc./Sentra Securities Inc. March 2003 - December 2006
SunAmerica Securities Inc. October 1997 - October 2003
Merrill Lynch, Pierce, Fenner & Smith Inc. October 1996 - October 1997
Skills
Securities, Series 24, Series 7, Asset Management, Financial Advisory, Series 63, Retirement Planning, Estate Planning, Series 65
Education
Cal State Fullerton 1992 — 1994
Bachelor's degree, Business/Corporate Communications
University of St. Andrews 1988 — 1989
Certificate of Merit, Ancient History
Nicki Payne Nicki Payne's NFP Advisor Services Experience May 2015 - Present
Job Student at St. Edward's University
Industry Financial Services
Experience
NFP Advisor Services May 2015 - Present
L Brands - Bath and Body Works May 2013 - January 2015
Carino's Italian May 2011 - January 2014
Skills
Time Management, Social Networking, Leadership, Sales, Management, Social Media, Marketing, Facebook, Public Speaking, PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Financial Analysis, Financial Accounting, Event Planning
Education
St. Edward's University 2014 — 2016
Bachelor of Business Administration (B.B.A.), Finance, 4.0
Stephen F. Austin State University 2012 — 2013
Coursework towards Bachelor of Business Administration (B.B.A.), Marketing, 3.91
NFP Advisor Services May 2015 - Present
L Brands - Bath and Body Works May 2013 - January 2015
Carino's Italian May 2011 - January 2014
Skills
Time Management, Social Networking, Leadership, Sales, Management, Social Media, Marketing, Facebook, Public Speaking, PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Financial Analysis, Financial Accounting, Event Planning
Education
St. Edward's University 2014 — 2016
Bachelor of Business Administration (B.B.A.), Finance, 4.0
Stephen F. Austin State University 2012 — 2013
Coursework towards Bachelor of Business Administration (B.B.A.), Marketing, 3.91
Grant Macuba, AIF®'s NFP Advisor Services Experience August 2014 - June 2015
Job Senior Consultant, Retirement Plans at Marsh & McLennan Agency
Industry Financial Services
Experience
Marsh & McLennan Agency May 2015 - Present
Center for Fiduciary Studies 2013 - Present
NFP Advisor Services August 2014 - June 2015
Sumitomo Life Insurance Agency America, Inc. September 2008 - May 2015
Financial Telesis Inc September 2008 - August 2014
Edward Jones March 2004 - September 2008
XO Communications 1999 - 2003
Northwestern Mutual/Baird Securities 1992 - 1999
Skills
Insurance, Strategic Financial..., Fixed Annuities, Financial Planners, Financial Advisory, Retirement, Disability Insurance, Investments, Estate Planning, 401k, Mutual Funds, Customer Service, Employee Benefits, Securities, Retirement Planning, Financial Planning, Customer Relations, Series 7, Finance
Education
Miami University 1989 — 1992
BA, International Studies
University of Illinois at Chicago 1988 — 1989
International Studies
Marsh & McLennan Agency May 2015 - Present
Center for Fiduciary Studies 2013 - Present
NFP Advisor Services August 2014 - June 2015
Sumitomo Life Insurance Agency America, Inc. September 2008 - May 2015
Financial Telesis Inc September 2008 - August 2014
Edward Jones March 2004 - September 2008
XO Communications 1999 - 2003
Northwestern Mutual/Baird Securities 1992 - 1999
Skills
Insurance, Strategic Financial..., Fixed Annuities, Financial Planners, Financial Advisory, Retirement, Disability Insurance, Investments, Estate Planning, 401k, Mutual Funds, Customer Service, Employee Benefits, Securities, Retirement Planning, Financial Planning, Customer Relations, Series 7, Finance
Education
Miami University 1989 — 1992
BA, International Studies
University of Illinois at Chicago 1988 — 1989
International Studies
Julia Bateman MS's NFP Advisor Services Experience February 2015 - Present
Job HR Generalist, NFP HR Services
Industry Human Resources
Experience
NFP Advisor Services February 2015 - Present
City of Austin August 2012 - November 2014
Verizon Wireless May 2010 - August 2012
AT&T November 2007 - December 2008
Cingular January 2004 - November 2007
AT&T Wireless 1998 - 2004
AT&T Wireless/McCaw Cellular 1997 - 1998
AT&T Wireless 1995 - 1998
McCaw Cellular 1990 - 1995
Skills
Succession Planning, Organizational..., Talent Management, Change Management, Call Center, Program Management, Training, Process Improvement, Team Leadership, Leadership, HR Policies, Cross-functional Team..., Call Centers, Customer Service, Management, CRM, Account Management, Analysis, Business Process..., Conflict Resolution, Employee Training, Interviews, Onboarding, Personnel Management, Recruiting, Sourcing, Strategic Planning, Talent Acquisition, Team Building, Workforce Planning, Labor Relations
Education
St. Edward's University 2002 — 2004
MS, Leadership Development and Ethics
University of the Incarnate Word 1995 — 1997
BA, Psychology of Organizations
NFP Advisor Services February 2015 - Present
City of Austin August 2012 - November 2014
Verizon Wireless May 2010 - August 2012
AT&T November 2007 - December 2008
Cingular January 2004 - November 2007
AT&T Wireless 1998 - 2004
AT&T Wireless/McCaw Cellular 1997 - 1998
AT&T Wireless 1995 - 1998
McCaw Cellular 1990 - 1995
Skills
Succession Planning, Organizational..., Talent Management, Change Management, Call Center, Program Management, Training, Process Improvement, Team Leadership, Leadership, HR Policies, Cross-functional Team..., Call Centers, Customer Service, Management, CRM, Account Management, Analysis, Business Process..., Conflict Resolution, Employee Training, Interviews, Onboarding, Personnel Management, Recruiting, Sourcing, Strategic Planning, Talent Acquisition, Team Building, Workforce Planning, Labor Relations
Education
St. Edward's University 2002 — 2004
MS, Leadership Development and Ethics
University of the Incarnate Word 1995 — 1997
BA, Psychology of Organizations
Jason Reeves, CFP® Jason Reeves, CFP®'s NFP Advisor Services Experience April 2015 - Present
Job Surveillance Manager at NFP Advisor Services
Industry Financial Services
Experience
NFP Advisor Services April 2015 - Present
NFP Advisor Services March 2014 - April 2015
NFP Advisor Services December 2011 - March 2014
NFP Securities February 2010 - December 2011
Ames & Weinheimer, LLC July 2005 - February 2010
Target October 1998 - July 2005
Belco Oil & Gas 1996 - 1998
Skills
Investments, Insurance, Series 7, Strategic Financial..., Risk Management, Retirement Planning, Fixed Annuities, Mutual Funds, Estate Planning, Asset Managment, Microsoft Excel, Retirement, Portfolio Management, Wealth Management, Series 24, Series 66
Education
Texas State University 2002 — 2006
BBA, Finance, CFP® Certificate
NFP Advisor Services April 2015 - Present
NFP Advisor Services March 2014 - April 2015
NFP Advisor Services December 2011 - March 2014
NFP Securities February 2010 - December 2011
Ames & Weinheimer, LLC July 2005 - February 2010
Target October 1998 - July 2005
Belco Oil & Gas 1996 - 1998
Skills
Investments, Insurance, Series 7, Strategic Financial..., Risk Management, Retirement Planning, Fixed Annuities, Mutual Funds, Estate Planning, Asset Managment, Microsoft Excel, Retirement, Portfolio Management, Wealth Management, Series 24, Series 66
Education
Texas State University 2002 — 2006
BBA, Finance, CFP® Certificate
Shane Danner Shane Danner's NFP Advisor Services Experience April 2015 - Present
Job Cashiering Supervisor at NFP Advisor Services
Industry Financial Services
Experience
NFP Advisor Services April 2015 - Present
Essilor April 2014 - April 2015
1st Global November 2013 - April 2014
1st Global January 2013 - November 2013
1st Global August 2010 - January 2013
Clark Consulting July 2008 - November 2009
Edward Jones August 2007 - April 2008
Associated Credit Union of Texas August 2006 - August 2007
Skills
Series 7, Insurance, Retirement, Financial Analysis, Mutual Funds, Employee Benefits, Investments, Accounting, Securities, Microsoft Excel, Leadership, Series 6, Process Improvement, 401k, Customer Service, Strategic Financial..., Finance, Benefits Administration, Retirement Planning, FINRA
Education
Texas A&M University 2002 — 2006
BBA, Finance
Texas A&M University - Mays Business School 2002 — 2006
Bachelors, Finance
NFP Advisor Services April 2015 - Present
Essilor April 2014 - April 2015
1st Global November 2013 - April 2014
1st Global January 2013 - November 2013
1st Global August 2010 - January 2013
Clark Consulting July 2008 - November 2009
Edward Jones August 2007 - April 2008
Associated Credit Union of Texas August 2006 - August 2007
Skills
Series 7, Insurance, Retirement, Financial Analysis, Mutual Funds, Employee Benefits, Investments, Accounting, Securities, Microsoft Excel, Leadership, Series 6, Process Improvement, 401k, Customer Service, Strategic Financial..., Finance, Benefits Administration, Retirement Planning, FINRA
Education
Texas A&M University 2002 — 2006
BBA, Finance
Texas A&M University - Mays Business School 2002 — 2006
Bachelors, Finance
Megan Daly Megan Daly's NFP Advisor Services Experience 2014 - 2015
Job Sr. Product & Project Manager
Industry Computer Software
Experience
NFP Advisor Services 2014 - 2015
Goldman Sachs 2011 - 2014
Skills
Project Management, Product Management, Management, Fixed Income, Investment Banking, Risk Management, Financial Analysis, Capital Markets, Finance, Business Development, AML, Operational Risk, Credit Analysis, Market Risk, Hedge Funds, Derivatives, Equities, Microsoft Excel, Global Regulatory..., Sarbanes-Oxley Act, Private Banking, SharePoint Designer, Auditing, Legal Writing, Employee Training, Training Delivery, Global Delivery, Cultural Diversity, Corruption, SharePoint, Governmental Affairs, Legal Research, Leadership Development
Education
Point Loma Nazarene University
Bachelor of Arts, Finance and Entrepreneurship
NFP Advisor Services 2014 - 2015
Goldman Sachs 2011 - 2014
Skills
Project Management, Product Management, Management, Fixed Income, Investment Banking, Risk Management, Financial Analysis, Capital Markets, Finance, Business Development, AML, Operational Risk, Credit Analysis, Market Risk, Hedge Funds, Derivatives, Equities, Microsoft Excel, Global Regulatory..., Sarbanes-Oxley Act, Private Banking, SharePoint Designer, Auditing, Legal Writing, Employee Training, Training Delivery, Global Delivery, Cultural Diversity, Corruption, SharePoint, Governmental Affairs, Legal Research, Leadership Development
Education
Point Loma Nazarene University
Bachelor of Arts, Finance and Entrepreneurship
Frank Weldon's NFP Advisor Services Experience October 2013 - Present
Job Manager Trade Supervision at NFP Advisor Services
Industry Financial Services
Experience
NFP Advisor Services October 2013 - Present
NFP Advisor Services November 2007 - October 2013
New England Financial November 2003 - November 2007
EZCorp 1998 - 2003
Semolina 1992 - 1998
Education
Texas State University 1999 — 2002
MBA, Finance, Accounting
Vanderbilt University 1986 — 1990
BA, English, Spanish
NFP Advisor Services October 2013 - Present
NFP Advisor Services November 2007 - October 2013
New England Financial November 2003 - November 2007
EZCorp 1998 - 2003
Semolina 1992 - 1998
Education
Texas State University 1999 — 2002
MBA, Finance, Accounting
Vanderbilt University 1986 — 1990
BA, English, Spanish
Paul Nadell's NFP Advisor Services Experience October 2008 - Present
Job Investment Advisor Associate at Investment Planning Associates, LLC.
Industry Investment Management
Experience
NFP Advisor Services October 2008 - Present
Investment Planning Associates April 1991 - Present
Skills
Investments, Estate Planning, Retirement Planning, Investment Advisory, Insurance, Finance, Series 7, Retirement, Mutual Funds, Financial Planners, Marketing, Fixed Annuities, Business Planning, Coaching, Asset Management, Strategic Planning, Sales, 401k, Operations Management
Education
San Jose State University 1989 — 1991
Bachelor of Art Communication Studies emphasis on Marketing and Accounting
Branham High 1979 — 1983
NFP Advisor Services October 2008 - Present
Investment Planning Associates April 1991 - Present
Skills
Investments, Estate Planning, Retirement Planning, Investment Advisory, Insurance, Finance, Series 7, Retirement, Mutual Funds, Financial Planners, Marketing, Fixed Annuities, Business Planning, Coaching, Asset Management, Strategic Planning, Sales, 401k, Operations Management
Education
San Jose State University 1989 — 1991
Bachelor of Art Communication Studies emphasis on Marketing and Accounting
Branham High 1979 — 1983
Leah Alter's NFP Advisor Services Experience October 2010 - Present
Job Business Development Coordinator at NFP Advisor Services Group
Industry Events Services
Experience
NFP Advisor Services October 2010 - Present
National Financial Partners October 2010 - October 2012
G&M Catering July 2009 - July 2010
Michaelson Films April 2008 - June 2008
Cook County/Greenwood Films LLC 2007 - 2007
Premiere Radio Networks 2004 - 2005
Brookside Artist Management 2002 - 2005
William Morris Agency 2001 - 2003
The Pearl Theatre Company 1999 - 2001
Skills
Event Planning, Social Media, Event Management, Entertainment, Marketing, Public Relations, Marketing Communications, Social Media Marketing, Sponsorship, Advertising, Editing, Public Speaking, Film, New Media, Marketing Strategy, Film Production, Video Production, Television, Microsoft Office, Radio, Social Networking, Music
Education
The College of Santa Fe 1995 — 1999
Bachelor of Arts (B.A.), English Literature and Theater
NFP Advisor Services October 2010 - Present
National Financial Partners October 2010 - October 2012
G&M Catering July 2009 - July 2010
Michaelson Films April 2008 - June 2008
Cook County/Greenwood Films LLC 2007 - 2007
Premiere Radio Networks 2004 - 2005
Brookside Artist Management 2002 - 2005
William Morris Agency 2001 - 2003
The Pearl Theatre Company 1999 - 2001
Skills
Event Planning, Social Media, Event Management, Entertainment, Marketing, Public Relations, Marketing Communications, Social Media Marketing, Sponsorship, Advertising, Editing, Public Speaking, Film, New Media, Marketing Strategy, Film Production, Video Production, Television, Microsoft Office, Radio, Social Networking, Music
Education
The College of Santa Fe 1995 — 1999
Bachelor of Arts (B.A.), English Literature and Theater
Julie Leggett's NFP Advisor Services Experience July 2014 - Present
Job Advertising Analyst at NFP Advisor Services
Industry Financial Services
Experience
NFP Advisor Services July 2014 - Present
NFP Advisor Services April 2012 - July 2014
Charles Schwab 2008 - 2011
Cybertrader July 2006 - July 2008
Janus 1999 - 2001
Education
The University of Texas at Austin 1994 — 1999
Bachelor of Journalism
NFP Advisor Services July 2014 - Present
NFP Advisor Services April 2012 - July 2014
Charles Schwab 2008 - 2011
Cybertrader July 2006 - July 2008
Janus 1999 - 2001
Education
The University of Texas at Austin 1994 — 1999
Bachelor of Journalism
Kimberly Pruitt's NFP Advisor Services Experience July 2014 - August 2015
Job Retirement Plan Consultant
Industry Financial Services
Experience
NFP Retirement August 2015 - Present
NFP Advisor Services July 2014 - August 2015
Monolith Retirement Plan Advisors March 2009 - August 2015
Fidelity Investments September 2006 - February 2009
Main Street Bank 2005 - 2006
Skills
401k, Financial Services, Retirement Planning, Retirement, FINRA
Education
The University of Texas at Arlington
University of Phoenix
Business Management
NFP Retirement August 2015 - Present
NFP Advisor Services July 2014 - August 2015
Monolith Retirement Plan Advisors March 2009 - August 2015
Fidelity Investments September 2006 - February 2009
Main Street Bank 2005 - 2006
Skills
401k, Financial Services, Retirement Planning, Retirement, FINRA
Education
The University of Texas at Arlington
University of Phoenix
Business Management
Rick Kerstiens's NFP Advisor Services Experience September 2015 - Present
Job Vice President | Business Development at NFP Advisor Services
Industry Financial Services
Experience
NFP Advisor Services September 2015 - Present
Senior Advisory Group January 2015 - August 2015
1st Consumer Financial Solutions May 2013 - January 2015
MetLife January 2009 - May 2013
Prudential Financial January 2008 - January 2009
Allstate Financial 2006 - 2008
Skills
Retirement Planning, Fixed Annuities, Disability Insurance, Life Insurance, Mutual Funds, Retirement, Employee Benefits, Strategic Financial..., Recruiting, 401k, Financial Services, Variable Annuities, Finance, Financial Planners, Sales, Insurance, Long-term Care, Investments, Wealth Management, Term Life Insurance, Series 6, IRAs, Financial Advisory, Long Term Care Insurance, Team Management, Series 7, Series 63, Estate Planning, Investment Advisory, Health Insurance, Asset Managment, Sales Management, Series 26
Education
Colorado State University 1990 — 1994
Bachelor of Science (BS), Business Administration and Management, General
Golden High School
NFP Advisor Services September 2015 - Present
Senior Advisory Group January 2015 - August 2015
1st Consumer Financial Solutions May 2013 - January 2015
MetLife January 2009 - May 2013
Prudential Financial January 2008 - January 2009
Allstate Financial 2006 - 2008
Skills
Retirement Planning, Fixed Annuities, Disability Insurance, Life Insurance, Mutual Funds, Retirement, Employee Benefits, Strategic Financial..., Recruiting, 401k, Financial Services, Variable Annuities, Finance, Financial Planners, Sales, Insurance, Long-term Care, Investments, Wealth Management, Term Life Insurance, Series 6, IRAs, Financial Advisory, Long Term Care Insurance, Team Management, Series 7, Series 63, Estate Planning, Investment Advisory, Health Insurance, Asset Managment, Sales Management, Series 26
Education
Colorado State University 1990 — 1994
Bachelor of Science (BS), Business Administration and Management, General
Golden High School
Robert Franklin's NFP Advisor Services Experience June 2015 - Present
Job AVP, BrokerDealer Compliance/AML Officer at NFP Advisor Services
Industry Financial Services
Experience
NFP Advisor Services June 2015 - Present
NFP Advisor Services July 2012 - Present
Sanders Morris Harris 2010 - 2012
Moody National Companies 2009 - 2010
National Financial Partners 2007 - 2009
Nationwide Financial 2004 - 2007
Williams Financial Group 2002 - 2004
HD Vest Financial Services 1999 - 2002
Skills
Compliance, Financial Services, Series 7, Alternative Investments, Series 63, Financial Risk, Investments, Investment Advisory, Project Management, FINRA, Equities, Insurance, Mutual Funds, Asset Management, AML, Series 24, Internal Audit, Securities, Wealth Management, Due Diligence, Broker-Dealer, Risk Management, Series 65, Uniform Combined State..., Anti Money Laundering
Education
Texas Tech University 1993 — 1997
POLS
NFP Advisor Services June 2015 - Present
NFP Advisor Services July 2012 - Present
Sanders Morris Harris 2010 - 2012
Moody National Companies 2009 - 2010
National Financial Partners 2007 - 2009
Nationwide Financial 2004 - 2007
Williams Financial Group 2002 - 2004
HD Vest Financial Services 1999 - 2002
Skills
Compliance, Financial Services, Series 7, Alternative Investments, Series 63, Financial Risk, Investments, Investment Advisory, Project Management, FINRA, Equities, Insurance, Mutual Funds, Asset Management, AML, Series 24, Internal Audit, Securities, Wealth Management, Due Diligence, Broker-Dealer, Risk Management, Series 65, Uniform Combined State..., Anti Money Laundering
Education
Texas Tech University 1993 — 1997
POLS
Stephen Hester's NFP Advisor Services Experience July 2014 - Present
Job NFP Advisor Services
Industry Capital Markets
Experience
NFP Advisor Services July 2014 - Present
NFP Advisor Services November 2010 - July 2014
Meltwater Group June 2010 - September 2010
Assent Trading September 2009 - June 2010
National Oilwell Varco June 2005 - January 2008
Kershner Trading Group 2007 - 2008
Skills
Investments, Risk Management, Securities, Trading, Portfolio Management, Energy, Financial Analysis, Asset Management, Series 7, Series 63, Mutual Funds, Financial Modeling, Analysis, Equities, Financial Advisory, Equity Trading, Bloomberg, Options, Financial Risk, Asset Managment, Valuation, Forecasting, Business Development, Financial Services, Financial Markets, Technical Analysis, Electronic Trading, Derivatives, Fixed Income, Investment Advisory, FINRA, Strategic Financial..., Equity Research, Economics, Commodity, Due Diligence, Hedge Funds, Alternative Investments, CFA Level 1, CFA Level 2 Candidate
Education
The University of Texas at Austin 2011 — 2013
Master of Science, Energy and Earth Resources
The University of Texas at Austin 2004 — 2008
Bachelors, Economics, Mandarin Chinese
NFP Advisor Services July 2014 - Present
NFP Advisor Services November 2010 - July 2014
Meltwater Group June 2010 - September 2010
Assent Trading September 2009 - June 2010
National Oilwell Varco June 2005 - January 2008
Kershner Trading Group 2007 - 2008
Skills
Investments, Risk Management, Securities, Trading, Portfolio Management, Energy, Financial Analysis, Asset Management, Series 7, Series 63, Mutual Funds, Financial Modeling, Analysis, Equities, Financial Advisory, Equity Trading, Bloomberg, Options, Financial Risk, Asset Managment, Valuation, Forecasting, Business Development, Financial Services, Financial Markets, Technical Analysis, Electronic Trading, Derivatives, Fixed Income, Investment Advisory, FINRA, Strategic Financial..., Equity Research, Economics, Commodity, Due Diligence, Hedge Funds, Alternative Investments, CFA Level 1, CFA Level 2 Candidate
Education
The University of Texas at Austin 2011 — 2013
Master of Science, Energy and Earth Resources
The University of Texas at Austin 2004 — 2008
Bachelors, Economics, Mandarin Chinese
Pete Markovich, CFP®'s NFP Advisor Services Experience March 2015 - Present
Job AVP, Advisory Product Management at NFP Advisor Services
Industry Financial Services
Experience
NFP Advisor Services March 2015 - Present
NFP Advisor Services April 2014 - Present
NFP Advisor Services October 2012 - Present
Skills
Mutual Funds, ETFs, Financial Advisory, Investments, Variable Annuities, Alternative Investments, Interpersonal..., Writing
Education
Trinity University 2005 — 2009
B.A., Economics & Business
NFP Advisor Services March 2015 - Present
NFP Advisor Services April 2014 - Present
NFP Advisor Services October 2012 - Present
Skills
Mutual Funds, ETFs, Financial Advisory, Investments, Variable Annuities, Alternative Investments, Interpersonal..., Writing
Education
Trinity University 2005 — 2009
B.A., Economics & Business
Kristopher Studebaker, CFA's NFP Advisor Services Experience March 2014 - Present
Job
Industry Capital Markets
Experience
NFP Advisor Services March 2014 - Present
NFP Advisor Services December 2012 - March 2014
ABN AMRO March 2007 - January 2009
ABN AMRO April 2005 - February 2007
Merrill Lynch February 2004 - March 2005
Skills
Derivatives, Trading, Credit Risk, Fixed Income, Capital Markets, Equities, Financial Markets, Portfolio Management, Bloomberg, Bonds, Financial Risk, Investment Banking, Banking, Hedge Funds, Structured Finance, Credit, Alternative Investments, Due Diligence
Education
Indiana University - Kelley School of Business 1999 — 2003
Finance
NFP Advisor Services March 2014 - Present
NFP Advisor Services December 2012 - March 2014
ABN AMRO March 2007 - January 2009
ABN AMRO April 2005 - February 2007
Merrill Lynch February 2004 - March 2005
Skills
Derivatives, Trading, Credit Risk, Fixed Income, Capital Markets, Equities, Financial Markets, Portfolio Management, Bloomberg, Bonds, Financial Risk, Investment Banking, Banking, Hedge Funds, Structured Finance, Credit, Alternative Investments, Due Diligence
Education
Indiana University - Kelley School of Business 1999 — 2003
Finance
Michelle Gonzalez-Vigil's NFP Advisor Services Experience July 2006 - Present
Job Client Manager and Communications Specialist at NFP
Industry Financial Services
Experience
NFP Advisor Services July 2006 - Present
Education
Queens University of Charlotte 1999 — 2001
Certified Financial Planner TM
North Carolina State University 1995 — 1999
Bachelor's Degree, Business Administration, Finance
NFP Advisor Services July 2006 - Present
Education
Queens University of Charlotte 1999 — 2001
Certified Financial Planner TM
North Carolina State University 1995 — 1999
Bachelor's Degree, Business Administration, Finance
Grant Woods's NFP Advisor Services Experience April 2014 - November 2014
Job Direct Account Specialist at NFP Advisor Services Group
Industry Financial Services
Experience
Round Rock Toyota April 2015 - Present
NFP Advisor Services April 2014 - November 2014
NFP Advisor Services Group August 2013 - April 2014
NFP Advisor Services Group February 2013 - August 2013
NFP Advisor Services Group March 2011 - February 2013
Biketown September 2009 - February 2011
Action Professional Outsourcing 2008 - 2009
Skills
Microsoft Excel, Series 7, Financial Services, Microsoft Office, Investments, Mutual Funds, Customer Service, Sales, Finance, Securities, Investment Advisory, Document Management
Education
Hardin-Simmons University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Round Rock Toyota April 2015 - Present
NFP Advisor Services April 2014 - November 2014
NFP Advisor Services Group August 2013 - April 2014
NFP Advisor Services Group February 2013 - August 2013
NFP Advisor Services Group March 2011 - February 2013
Biketown September 2009 - February 2011
Action Professional Outsourcing 2008 - 2009
Skills
Microsoft Excel, Series 7, Financial Services, Microsoft Office, Investments, Mutual Funds, Customer Service, Sales, Finance, Securities, Investment Advisory, Document Management
Education
Hardin-Simmons University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Nicole Simon's NFP Advisor Services Experience September 2014 - Present
Job Advisory Support Specialist at NFP Advisor Services
Industry Financial Services
Experience
NFP Advisor Services September 2014 - Present
Campus Advantage April 2013 - March 2014
Waddell & Reed December 2011 - December 2012
Waddell & Reed April 2010 - December 2011
Texas State University - Student Learning Assistance Center (SLAC) August 2009 - December 2009
Skills
Portfolio Management, Finance, Asset Allocation, Strategic Financial..., Financial Statement..., Capital Budgeting, Microsoft Excel, Investment Valuation, Real Estate Due..., PowerPoint, Financial Modeling, Microsoft Office, Personal Budgeting, Quarterly Reporting, Market Analysis, Series 7, Personal Financial..., Problem Solving, Accounting Standards, Time Value of Money, Value Investing, Excel Pivot
Education
Texas State University-San Marcos 2007 — 2011
Bachelor of Business Administration (BBA), Finance, 3.85, Summa Cum Laude
NFP Advisor Services September 2014 - Present
Campus Advantage April 2013 - March 2014
Waddell & Reed December 2011 - December 2012
Waddell & Reed April 2010 - December 2011
Texas State University - Student Learning Assistance Center (SLAC) August 2009 - December 2009
Skills
Portfolio Management, Finance, Asset Allocation, Strategic Financial..., Financial Statement..., Capital Budgeting, Microsoft Excel, Investment Valuation, Real Estate Due..., PowerPoint, Financial Modeling, Microsoft Office, Personal Budgeting, Quarterly Reporting, Market Analysis, Series 7, Personal Financial..., Problem Solving, Accounting Standards, Time Value of Money, Value Investing, Excel Pivot
Education
Texas State University-San Marcos 2007 — 2011
Bachelor of Business Administration (BBA), Finance, 3.85, Summa Cum Laude
Mary Bostwick's NFP Advisor Services Experience June 2014 - June 2015
Job Compliance Analyst at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors June 2015 - Present
NFP Advisor Services June 2014 - June 2015
NFP Advisor Services Group May 2013 - June 2014
The Trust Company 2011 - May 2013
Remington College June 2009 - April 2010
University of Texas at Austin October 2005 - May 2009
Principal Financial Group June 2008 - September 2008
Skills
Spanish, PowerPoint, Customer Service, Microsoft Office, Financial Services, Wealth Management, Series 63, Series 7, Microsoft Excel, Series 24
Education
The University of Texas at Austin 2005 — 2009
B.A., Hispanic Studies
Universidad de Sevilla
Dimensional Fund Advisors June 2015 - Present
NFP Advisor Services June 2014 - June 2015
NFP Advisor Services Group May 2013 - June 2014
The Trust Company 2011 - May 2013
Remington College June 2009 - April 2010
University of Texas at Austin October 2005 - May 2009
Principal Financial Group June 2008 - September 2008
Skills
Spanish, PowerPoint, Customer Service, Microsoft Office, Financial Services, Wealth Management, Series 63, Series 7, Microsoft Excel, Series 24
Education
The University of Texas at Austin 2005 — 2009
B.A., Hispanic Studies
Universidad de Sevilla
John Vanderheyden's NFP Advisor Services Experience January 2009 - Present
Job COO at NFP Advisor Services
Industry Financial Services
Experience
NFP Advisor Services January 2009 - Present
Fidelity 2000 - 2008
Dain Rauscher Incorporated 1992 - 2000
University of Minnesota 1987 - 1992
IBM 1980 - 1987
Skills
Series 24, Series 7, FINRA, Securities, Executive Management, Wealth Management, Retirement Planning, Investment Advisory, Mutual Funds, Alternative Investments, Investments, Financial Services, Series 63
Education
University of Minnesota - Carlson School of Management
MBA, International Business
University of Minnesota - Carlson School of Management
BSB, International Business
NFP Advisor Services January 2009 - Present
Fidelity 2000 - 2008
Dain Rauscher Incorporated 1992 - 2000
University of Minnesota 1987 - 1992
IBM 1980 - 1987
Skills
Series 24, Series 7, FINRA, Securities, Executive Management, Wealth Management, Retirement Planning, Investment Advisory, Mutual Funds, Alternative Investments, Investments, Financial Services, Series 63
Education
University of Minnesota - Carlson School of Management
MBA, International Business
University of Minnesota - Carlson School of Management
BSB, International Business
Michael Hazen's NFP Advisor Services Experience November 2014 - Present
Job Branch Examiner at NFP Advisor Services
Industry Financial Services
Experience
NFP Advisor Services November 2014 - Present
Hardesty Hackett & Partners May 2014 - October 2014
Scottrade June 2006 - April 2014
Scottrade September 2004 - June 2006
Print Graphics 2004 - 2004
Georgia State University 2003 - 2004
Fayette County Public Schools 2000 - 2004
Skills
Management, Financial Analysis, CRM, Investments, Series 63, Business Process, Series 7, Change Management, Management Consulting, Financial Services, Strategic Planning, Business Development, Business Development..., Employee Engagement, Forecasting, Streamlining Business..., Employee Morale, Employee Relations, Business Decision..., Business Consulting, Business Modeling, Metrics, Business Systems..., Business Analysis, International Business..., Business Metrics, Internal Business..., Business Process..., Problem Solving, Business Planning, Strategic Consulting, Process Consulting, Access, Adobe Acrobat, Dreamweaver, Adobe Fireworks, Flash, Microsoft Office, Microsoft Access, Oracle Customer..., Oracle CRM, Process Automation, PeopleSoft, Pinnacle, SharePoint, Tablerock, High Growth Companies, Strategic Communications, Management Oversight, Series 24
Education
Kennesaw State University - Michael J. Coles College of Business 2007 — 2009
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
Georgia State University 2001 — 2003
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
NFP Advisor Services November 2014 - Present
Hardesty Hackett & Partners May 2014 - October 2014
Scottrade June 2006 - April 2014
Scottrade September 2004 - June 2006
Print Graphics 2004 - 2004
Georgia State University 2003 - 2004
Fayette County Public Schools 2000 - 2004
Skills
Management, Financial Analysis, CRM, Investments, Series 63, Business Process, Series 7, Change Management, Management Consulting, Financial Services, Strategic Planning, Business Development, Business Development..., Employee Engagement, Forecasting, Streamlining Business..., Employee Morale, Employee Relations, Business Decision..., Business Consulting, Business Modeling, Metrics, Business Systems..., Business Analysis, International Business..., Business Metrics, Internal Business..., Business Process..., Problem Solving, Business Planning, Strategic Consulting, Process Consulting, Access, Adobe Acrobat, Dreamweaver, Adobe Fireworks, Flash, Microsoft Office, Microsoft Access, Oracle Customer..., Oracle CRM, Process Automation, PeopleSoft, Pinnacle, SharePoint, Tablerock, High Growth Companies, Strategic Communications, Management Oversight, Series 24
Education
Kennesaw State University - Michael J. Coles College of Business 2007 — 2009
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
Georgia State University 2001 — 2003
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Janie Richards's NFP Advisor Services Experience May 2014 - Present
Job Client Experience Specialist at NFP Advisor Services
Industry Financial Services
Experience
NFP Advisor Services May 2014 - Present
NFP Advisor Services July 2012 - Present
Mirador Retirement May 2011 - July 2012
Skills
Series 7, Series 66, Series 24
Education
Colorado College 2007 — 2011
Bachelor's degree, Southwest Studies/Urban Studies
NFP Advisor Services May 2014 - Present
NFP Advisor Services July 2012 - Present
Mirador Retirement May 2011 - July 2012
Skills
Series 7, Series 66, Series 24
Education
Colorado College 2007 — 2011
Bachelor's degree, Southwest Studies/Urban Studies
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY