NorthStar Securities, LLC
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NorthStar Securities, LLC Employees
Employee
Years
Job
Industry
Kelsey Hasterlik Kelsey Hasterlik's NorthStar Securities, LLC Experience November 2013 - July 2015
Job Shopoff Realty Investments
Industry Financial Services
Experience
Shopoff Realty Investments August 2015 - Present
NorthStar Securities, LLC November 2013 - July 2015
Lord, Abbett & Co. LLC March 2012 - October 2013
Skills
Investments, Series 7, Series 63, Financial Analysis, Uniform Combined State..., Fixed Income, Mutual Funds, Alternative Investments, Asset Management, Portfolio Management, Asset Allocation, Wealth Management, Investment Strategies, Consulting, Microsoft Excel, Strategic Partnerships, Separately Managed..., ETFs, Investment Management, Securities, Retirement Planning, Investment Advisory, Marketing Strategy, Social Media, Employee Benefits, Strategy, Outlook, Sales, Series 65, Financial Services, FINRA, Wealth Management..., Customer Service, Barre Forte, Level One..., United States Parachute...
Education
The University of Montana 2006 — 2010
Bachelor of Science (BS), Finance, General
Shopoff Realty Investments August 2015 - Present
NorthStar Securities, LLC November 2013 - July 2015
Lord, Abbett & Co. LLC March 2012 - October 2013
Skills
Investments, Series 7, Series 63, Financial Analysis, Uniform Combined State..., Fixed Income, Mutual Funds, Alternative Investments, Asset Management, Portfolio Management, Asset Allocation, Wealth Management, Investment Strategies, Consulting, Microsoft Excel, Strategic Partnerships, Separately Managed..., ETFs, Investment Management, Securities, Retirement Planning, Investment Advisory, Marketing Strategy, Social Media, Employee Benefits, Strategy, Outlook, Sales, Series 65, Financial Services, FINRA, Wealth Management..., Customer Service, Barre Forte, Level One..., United States Parachute...
Education
The University of Montana 2006 — 2010
Bachelor of Science (BS), Finance, General
Dillon Pierce Dillon Pierce's NorthStar Securities, LLC Experience February 2014 - Present
Job Regional Sales Consultant at NorthStar Securities
Industry Financial Services
Experience
NorthStar Securities, LLC February 2014 - Present
Northwestern Mutual May 2013 - February 2014
Skills
Sales, Marketing, Finance, Leadership, Sales Process, Alternative Investments, Analysis, Mutual Funds, REIT, Securities, Portfolio Management
Education
Arizona State University 2010 — 2014
Bachelor of Science (B.S.), Marketing
NorthStar Securities, LLC February 2014 - Present
Northwestern Mutual May 2013 - February 2014
Skills
Sales, Marketing, Finance, Leadership, Sales Process, Alternative Investments, Analysis, Mutual Funds, REIT, Securities, Portfolio Management
Education
Arizona State University 2010 — 2014
Bachelor of Science (B.S.), Marketing
Kristen Whealon Kristen Whealon's NorthStar Securities, LLC Experience December 2011 - Present
Job Global Chief Compliance Officer at NorthStar Asset Management Group Inc. and CCO at NorthStar Securities, LLC
Industry Financial Services
Experience
NorthStar Asset Management Group Inc. April 2014 - Present
NorthStar Securities, LLC December 2011 - Present
Geneos Wealth Management August 2002 - December 2011
Multi Financial Securities Corp 1999 - 2002
American Express Financial Advisors 1997 - 1999
Skills
Series 7, Series 24, Series 63, FINRA, Securities, Compliance Procedures, Uniform Combined State..., Investments, Series 6, Retirement Planning, 401k, Investment Advisory, Portfolio Management, Hedge Funds, Fixed Annuities, Wealth Management, Financial Advisory, Retirement, Wealth Management..., Mutual Funds, Alternative Investments, Investment Strategies, Series 65, Equities
Education
Colorado State University 1991 — 1995
Bachelor of Arts, Technical Journalism, Public Relations
NorthStar Asset Management Group Inc. April 2014 - Present
NorthStar Securities, LLC December 2011 - Present
Geneos Wealth Management August 2002 - December 2011
Multi Financial Securities Corp 1999 - 2002
American Express Financial Advisors 1997 - 1999
Skills
Series 7, Series 24, Series 63, FINRA, Securities, Compliance Procedures, Uniform Combined State..., Investments, Series 6, Retirement Planning, 401k, Investment Advisory, Portfolio Management, Hedge Funds, Fixed Annuities, Wealth Management, Financial Advisory, Retirement, Wealth Management..., Mutual Funds, Alternative Investments, Investment Strategies, Series 65, Equities
Education
Colorado State University 1991 — 1995
Bachelor of Arts, Technical Journalism, Public Relations
Zachary Yeager Zachary Yeager's NorthStar Securities, LLC Experience September 2014 - Present
Job Regional Sales Consultant at NorthStar Securities, LLC
Industry Financial Services
Experience
NorthStar Securities, LLC September 2014 - Present
Vanguard February 2013 - August 2014
GlaxoSmithKline July 2011 - February 2013
Monarch Reflective Technology January 2009 - July 2011
Skills
Leadership, Team Leadership, Soccer, Management, Project Management, Microsoft Office, Organization, Time Management, Lean Manufacturing, Lean Management, Six Sigma, Training, Financial Analysis, Mutual Funds, Relationship Building, Series 7, Investments, Customer Service, Financial Services, Marketing, Finance, Microsoft Excel, Series 63
Education
Montana State University-Billings 2008 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
North Idaho College 2006 — 2008
Associate's degree, Business/Commerce, General
NorthStar Securities, LLC September 2014 - Present
Vanguard February 2013 - August 2014
GlaxoSmithKline July 2011 - February 2013
Monarch Reflective Technology January 2009 - July 2011
Skills
Leadership, Team Leadership, Soccer, Management, Project Management, Microsoft Office, Organization, Time Management, Lean Manufacturing, Lean Management, Six Sigma, Training, Financial Analysis, Mutual Funds, Relationship Building, Series 7, Investments, Customer Service, Financial Services, Marketing, Finance, Microsoft Excel, Series 63
Education
Montana State University-Billings 2008 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
North Idaho College 2006 — 2008
Associate's degree, Business/Commerce, General
Jonathan Yeh, AAMS® Jonathan Yeh, AAMS®'s NorthStar Securities, LLC Experience June 2013 - Present
Job Regional Sales Consultant at NorthStar Securities, LLC
Industry Financial Services
Experience
NorthStar Securities, LLC June 2013 - Present
Professional Tennis Registry June 2004 - Present
Scottrade August 2012 - June 2013
Charles Schwab May 2008 - May 2012
Charles Schwab & Co., Inc June 2011 - April 2012
Jackson National Life July 2010 - June 2011
Charles Schwab & Co., Inc July 2008 - July 2010
Skills
Series 7, Series 63, Mutual Funds, Separately Managed..., Retirement Planning, Financial Analysis, Wealth Management, Asset Allocation, Retirement, Alternative Investments, Variable Annuities, Equity Indexed Annuities, Options Strategies, Options, Technical Analysis, Fundamental Analysis, Securities, Finance, Equities, Uniform Combined State..., Financial Services, FINRA
Education
University of Colorado at Boulder - Leeds School of Business 2004 — 2008
Bachelor of Science (B.S.), Finance, General
College for Financial Planning 2010 — 2010
Accredited Asset Management Specialist
Arapahoe High School
NorthStar Securities, LLC June 2013 - Present
Professional Tennis Registry June 2004 - Present
Scottrade August 2012 - June 2013
Charles Schwab May 2008 - May 2012
Charles Schwab & Co., Inc June 2011 - April 2012
Jackson National Life July 2010 - June 2011
Charles Schwab & Co., Inc July 2008 - July 2010
Skills
Series 7, Series 63, Mutual Funds, Separately Managed..., Retirement Planning, Financial Analysis, Wealth Management, Asset Allocation, Retirement, Alternative Investments, Variable Annuities, Equity Indexed Annuities, Options Strategies, Options, Technical Analysis, Fundamental Analysis, Securities, Finance, Equities, Uniform Combined State..., Financial Services, FINRA
Education
University of Colorado at Boulder - Leeds School of Business 2004 — 2008
Bachelor of Science (B.S.), Finance, General
College for Financial Planning 2010 — 2010
Accredited Asset Management Specialist
Arapahoe High School
Craig Nelson's NorthStar Securities, LLC Experience June 2014 - Present
Job Regional Vice President at NorthStar Securities, LLC
Industry Financial Services
Experience
NorthStar Securities, LLC June 2014 - Present
Behringer August 2005 - June 2014
Municipal Services Group August 2003 - October 2005
Wells Fargo Advisors June 2003 - December 2003
Business Accounting and Tax Solutions, Inc. January 2003 - May 2003
Skills
Investments, Sales, Securities, Series 7, Portfolio Management, Finance, Investment Strategies, Asset Management, Mutual Funds, Series 63, Alternative Investments, Equities, Wealth Management, Asset Allocation, Retirement Planning, Investment Advisory
Education
University of Colorado Boulder 1999 — 2003
Finance, Accounting
University of Colorado Boulder - Leeds School of Business 1999 — 2003
Bachelors, Double Major: Accounting + Finance
Highland Park High School 1996 — 1999
NorthStar Securities, LLC June 2014 - Present
Behringer August 2005 - June 2014
Municipal Services Group August 2003 - October 2005
Wells Fargo Advisors June 2003 - December 2003
Business Accounting and Tax Solutions, Inc. January 2003 - May 2003
Skills
Investments, Sales, Securities, Series 7, Portfolio Management, Finance, Investment Strategies, Asset Management, Mutual Funds, Series 63, Alternative Investments, Equities, Wealth Management, Asset Allocation, Retirement Planning, Investment Advisory
Education
University of Colorado Boulder 1999 — 2003
Finance, Accounting
University of Colorado Boulder - Leeds School of Business 1999 — 2003
Bachelors, Double Major: Accounting + Finance
Highland Park High School 1996 — 1999
Dave Hogaboom Dave Hogaboom's NorthStar Securities, LLC Experience January 2012 - Present
Job National Sales Manager at NorthStar Securities
Industry Investment Management
Experience
NorthStar Securities, LLC January 2012 - Present
Destra Capital October 2010 - January 2012
RiverSource Investments April 2008 - October 2010
Ameriprise Financial / RiverSouce Investments 2003 - 2008
Van Kampen Investments 1996 - 2003
Kemper Unit Investment Trusts 1991 - 1996
Skills
Investments, Strategy, Mutual Funds, Asset Management, Management, Alternative Investments, Sales, Separately Managed..., Leadership, Investment Advisory, Sales Process, Business Planning, Account Management, Sales Operations, Securities, Sales Management, Values-based Leadership, Business Ethics, Motivational Speaking, Team Leadership, Trusted Business Partner, Change Management
Education
Quinlan School of Business, Loyola University Chicago 1987 — 1988
MBA, Human Resources Management/Personnel Administration, General
Eastern Illinois University 1983 — 1986
Bachelors, Finance
NorthStar Securities, LLC January 2012 - Present
Destra Capital October 2010 - January 2012
RiverSource Investments April 2008 - October 2010
Ameriprise Financial / RiverSouce Investments 2003 - 2008
Van Kampen Investments 1996 - 2003
Kemper Unit Investment Trusts 1991 - 1996
Skills
Investments, Strategy, Mutual Funds, Asset Management, Management, Alternative Investments, Sales, Separately Managed..., Leadership, Investment Advisory, Sales Process, Business Planning, Account Management, Sales Operations, Securities, Sales Management, Values-based Leadership, Business Ethics, Motivational Speaking, Team Leadership, Trusted Business Partner, Change Management
Education
Quinlan School of Business, Loyola University Chicago 1987 — 1988
MBA, Human Resources Management/Personnel Administration, General
Eastern Illinois University 1983 — 1986
Bachelors, Finance
Connor McCall Connor McCall's NorthStar Securities, LLC Experience August 2014 - Present
Job Regional Sales Consultant at NorthStar Securities, LLC
Industry Investment Banking
Experience
NorthStar Securities, LLC August 2014 - Present
Mana Enterprises May 2013 - July 2014
Thomson Reuters May 2012 - August 2012
Exhale Enterprises June 2011 - August 2011
Skills
Conversational in Basic..., Skilled in a variety of..., Microsoft Office, Financial Modeling, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word, Data Analysis, Corporate Finance, Banking, Research, Social Media Marketing, Public Speaking, Analysis, Valuation, Market Research, Private Equity, Investments, Financial Reporting, Sales, Marketing, Time Management, Economics, Social Networking, Customer Service, Coaching, Investment Banking, Finance, Leadership, Real Estate, Fundraising, Facebook, Retail, Financial Services, People Skills
Education
University of Colorado Boulder 2010 — 2014
Bachelor of Arts (BA), Economics with Business Emphasis
University of Colorado Boulder
Bachelor of Science (BS), Economics
NorthStar Securities, LLC August 2014 - Present
Mana Enterprises May 2013 - July 2014
Thomson Reuters May 2012 - August 2012
Exhale Enterprises June 2011 - August 2011
Skills
Conversational in Basic..., Skilled in a variety of..., Microsoft Office, Financial Modeling, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word, Data Analysis, Corporate Finance, Banking, Research, Social Media Marketing, Public Speaking, Analysis, Valuation, Market Research, Private Equity, Investments, Financial Reporting, Sales, Marketing, Time Management, Economics, Social Networking, Customer Service, Coaching, Investment Banking, Finance, Leadership, Real Estate, Fundraising, Facebook, Retail, Financial Services, People Skills
Education
University of Colorado Boulder 2010 — 2014
Bachelor of Arts (BA), Economics with Business Emphasis
University of Colorado Boulder
Bachelor of Science (BS), Economics
Ben Fonseca's NorthStar Securities, LLC Experience June 2011 - Present
Job Senior Regional Vice President at NorthStar Securities, LLC
Industry Financial Services
Experience
NorthStar Securities, LLC June 2011 - Present
Cornerstone Real Estate Funds August 2007 - May 2011
Fidelity Investments Insititutional Services Company January 1998 - July 2007
Skills
Mutual Funds, Annuities, Real Estate Investment, Reg D Private Placements, Defined Contribution..., 529 Plans, Defined Contribution, Retirement, Financial Services, Fixed Annuities, Private Placements, Investments, Series 7, Variable Annuities, Investment Properties, Alternative Investments, Series 63
Education
University of Rhode Island
MA, English
NorthStar Securities, LLC June 2011 - Present
Cornerstone Real Estate Funds August 2007 - May 2011
Fidelity Investments Insititutional Services Company January 1998 - July 2007
Skills
Mutual Funds, Annuities, Real Estate Investment, Reg D Private Placements, Defined Contribution..., 529 Plans, Defined Contribution, Retirement, Financial Services, Fixed Annuities, Private Placements, Investments, Series 7, Variable Annuities, Investment Properties, Alternative Investments, Series 63
Education
University of Rhode Island
MA, English
Shane Elliot Shane Elliot's NorthStar Securities, LLC Experience December 2014 - Present
Job Regional Sales Consultant at NorthStar Securities, LLC
Industry Financial Services
Experience
NorthStar Securities, LLC December 2014 - Present
Hoffco Brands, Inc. November 2013 - November 2014
AXA Advisors LLC January 2013 - February 2014
Colorado State University August 2010 - December 2012
Coopersmith's Pub and Brewery March 2011 - November 2012
New Era Realty June 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Research, Microsoft Excel, Microsoft Word, Public Speaking, Customer Service, Data Analysis, Statistics, Teamwork, Time Management, Matlab, Marketing, Insurance, Financial Analysis, Finance, Leadership, Sales, Social Media, Investments, Social Media Marketing, Management, Financial Planning, Social Networking
Education
Colorado State University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
University of Colorado at Boulder 2008 — 2010
NorthStar Securities, LLC December 2014 - Present
Hoffco Brands, Inc. November 2013 - November 2014
AXA Advisors LLC January 2013 - February 2014
Colorado State University August 2010 - December 2012
Coopersmith's Pub and Brewery March 2011 - November 2012
New Era Realty June 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Research, Microsoft Excel, Microsoft Word, Public Speaking, Customer Service, Data Analysis, Statistics, Teamwork, Time Management, Matlab, Marketing, Insurance, Financial Analysis, Finance, Leadership, Sales, Social Media, Investments, Social Media Marketing, Management, Financial Planning, Social Networking
Education
Colorado State University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
University of Colorado at Boulder 2008 — 2010
John Amabile's NorthStar Securities, LLC Experience June 2014 - Present
Job Senior Regional Vice President, NorthStar Securities, LLC
Industry Financial Services
Experience
NorthStar Securities, LLC June 2014 - Present
Life Guard Ecumenical Foundation April 2009 - Present
TS Capital, LLC December 2010 - May 2014
The Phoenix Companies October 2006 - September 2009
Amabile Capital Management, Amabile Realty Corporation, Princeton Abstract and Search February 2002 - October 2006
Northern Trust May 2000 - February 2002
Schroders June 1998 - May 2000
AXA Financial October 1997 - June 1998
Merrill Lynch January 1997 - September 1997
Skills
Equities, Asset Managment, Mutual Funds, Investment Management, Series 7, Strategic Financial..., ETFs, Insurance, Life Insurance, Retirement Planning, Fixed Annuities, Asset Management, Financial Services, Unit Investment Trusts, Series 63, Alternative Investments, Investment Advisory, Asset Allocation
Education
Gordon College 1990 — 1995
Bachelor of Arts, Philosophy
NorthStar Securities, LLC June 2014 - Present
Life Guard Ecumenical Foundation April 2009 - Present
TS Capital, LLC December 2010 - May 2014
The Phoenix Companies October 2006 - September 2009
Amabile Capital Management, Amabile Realty Corporation, Princeton Abstract and Search February 2002 - October 2006
Northern Trust May 2000 - February 2002
Schroders June 1998 - May 2000
AXA Financial October 1997 - June 1998
Merrill Lynch January 1997 - September 1997
Skills
Equities, Asset Managment, Mutual Funds, Investment Management, Series 7, Strategic Financial..., ETFs, Insurance, Life Insurance, Retirement Planning, Fixed Annuities, Asset Management, Financial Services, Unit Investment Trusts, Series 63, Alternative Investments, Investment Advisory, Asset Allocation
Education
Gordon College 1990 — 1995
Bachelor of Arts, Philosophy
Heidi Tilley Heidi Tilley's NorthStar Securities, LLC Experience August 2015 - Present
Job Conference Coordinator
Industry Financial Services
Experience
NorthStar Securities, LLC August 2015 - Present
Stryker February 2010 - April 2011
Mainstay Software Corporation 2003 - 2009
Mainstay Software Corporation 1993 - 2009
Mainstay Software Corporation 1988 - 2009
Mainstay Software Corporation 1986 - 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Payroll, Accounts Payable, Accounts Receivable, Human Resources, Management
Education
Community College of Denver 1991 — 1992
NorthStar Securities, LLC August 2015 - Present
Stryker February 2010 - April 2011
Mainstay Software Corporation 2003 - 2009
Mainstay Software Corporation 1993 - 2009
Mainstay Software Corporation 1988 - 2009
Mainstay Software Corporation 1986 - 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Payroll, Accounts Payable, Accounts Receivable, Human Resources, Management
Education
Community College of Denver 1991 — 1992
Sean Briceno's NorthStar Securities, LLC Experience February 2013 - Present
Job Salesforce.com Developer at NorthStar Securities
Industry Financial Services
Experience
NorthStar Securities, LLC February 2013 - Present
IT&M Division, Inc. June 2011 - December 2012
Skills
Sales Force Development, Apex Programming, CRM, Series 7, Series 63, Salesforce.com..., SOQL, Financial Markets, Financial Analysis, Leadership, Google Apps, Sales, SQL, Business Analysis, Project Bidding
Education
University of Montana 2006 — 2011
B.S, Finance & Management Information Systems
NorthStar Securities, LLC February 2013 - Present
IT&M Division, Inc. June 2011 - December 2012
Skills
Sales Force Development, Apex Programming, CRM, Series 7, Series 63, Salesforce.com..., SOQL, Financial Markets, Financial Analysis, Leadership, Google Apps, Sales, SQL, Business Analysis, Project Bidding
Education
University of Montana 2006 — 2011
B.S, Finance & Management Information Systems
Cody Overstreet Cody Overstreet's NorthStar Securities, LLC Experience January 2015 - Present
Job Divisional Sales Manager, Western US at NorthStar Securities, LLC
Industry Financial Services
Experience
NorthStar Securities, LLC January 2015 - Present
W. P. Carey Inc. January 2012 - January 2015
John Hancock Investments January 2008 - December 2012
John Hancock Investments January 2005 - December 2008
Overstreet Wealth Management January 2002 - December 2005
Manulife Financial December 1997 - December 2001
Skills
Investments, Finance, Portfolio Management, Real Estate, Leases, Investment Properties, Financial Planning, Investors, Credit, Underwriting, Financial Services, Sales
Education
University of North Texas
Bachelor of Science (B.S.), Advertising, Marketing and English Literature
NorthStar Securities, LLC January 2015 - Present
W. P. Carey Inc. January 2012 - January 2015
John Hancock Investments January 2008 - December 2012
John Hancock Investments January 2005 - December 2008
Overstreet Wealth Management January 2002 - December 2005
Manulife Financial December 1997 - December 2001
Skills
Investments, Finance, Portfolio Management, Real Estate, Leases, Investment Properties, Financial Planning, Investors, Credit, Underwriting, Financial Services, Sales
Education
University of North Texas
Bachelor of Science (B.S.), Advertising, Marketing and English Literature
Katie Zaruba Katie Zaruba's NorthStar Securities, LLC Experience March 2011 - Present
Job Due Diligence Analyst at NorthStar Securities, LLC
Industry Financial Services
Experience
NorthStar Securities, LLC March 2011 - Present
Alyn-Weiss & Associates, Inc. May 2008 - January 2011
tracey lynn golf, LLC May 2008 - January 2011
Skills
SEO, Marketing, Sales, Marketing Communications, Social Media Marketing, Marketing Strategy, Public Relations, Series 7, Competitive Analysis, Investments, Leadership, Series 63, Strategic Planning, Business Development
Education
Colorado State University 2007 — 2009
Undergraduate, Business Administration/Marketing
University of Wyoming 2005 — 2007
Business, Marketing
NorthStar Securities, LLC March 2011 - Present
Alyn-Weiss & Associates, Inc. May 2008 - January 2011
tracey lynn golf, LLC May 2008 - January 2011
Skills
SEO, Marketing, Sales, Marketing Communications, Social Media Marketing, Marketing Strategy, Public Relations, Series 7, Competitive Analysis, Investments, Leadership, Series 63, Strategic Planning, Business Development
Education
Colorado State University 2007 — 2009
Undergraduate, Business Administration/Marketing
University of Wyoming 2005 — 2007
Business, Marketing
Mike Fordham's NorthStar Securities, LLC Experience January 2013 - Present
Job Regional Sales Consultant at NorthStar Securities, LLC
Industry Financial Services
Experience
NorthStar Securities, LLC January 2013 - Present
Charles Schwab and Co. Inc February 2008 - January 2013
Skills
Series 63, Mutual Funds, Securities, Series 7, Investments, Alternative Investments, Asset Management, FINRA
Education
University of Phoenix 2009 — 2012
Bachelor of Science (BS), Accounting
Hastings College 2006 — 2007
Accounting
NorthStar Securities, LLC January 2013 - Present
Charles Schwab and Co. Inc February 2008 - January 2013
Skills
Series 63, Mutual Funds, Securities, Series 7, Investments, Alternative Investments, Asset Management, FINRA
Education
University of Phoenix 2009 — 2012
Bachelor of Science (BS), Accounting
Hastings College 2006 — 2007
Accounting
Christian Copeland Christian Copeland's NorthStar Securities, LLC Experience December 2014 - Present
Job Regional Sales Consultant Pacific Northwest Territory at NorthStar Securities, LLC
Industry Financial Services
Experience
NorthStar Securities, LLC December 2014 - Present
NorthStar Realty Finance Corp. January 2010 - November 2014
Savills August 2007 - October 2009
Muscular Dystrophy Association October 2005 - June 2007
ATS Engineers June 2000 - September 2005
Skills
Social Media, Marketing Communications, Social Media Marketing, Competitive Analysis, Marketing, Event Planning, Business Development, Leadership, Microsoft Office
Education
Texas State University-San Marcos 2000 — 2004
Business Communication & Nutrition
NorthStar Securities, LLC December 2014 - Present
NorthStar Realty Finance Corp. January 2010 - November 2014
Savills August 2007 - October 2009
Muscular Dystrophy Association October 2005 - June 2007
ATS Engineers June 2000 - September 2005
Skills
Social Media, Marketing Communications, Social Media Marketing, Competitive Analysis, Marketing, Event Planning, Business Development, Leadership, Microsoft Office
Education
Texas State University-San Marcos 2000 — 2004
Business Communication & Nutrition
Peter Zucco's NorthStar Securities, LLC Experience August 2013 - Present
Job Senior Regional Vice President at Northstar Securities
Industry Financial Services
Experience
NorthStar Securities, LLC August 2013 - Present
Lighstone Capital Markets May 2013 - July 2013
Wells Real Estate Funds January 2003 - May 2013
Wells Real Estate Funds June 2000 - December 2002
Smith Barney August 1997 - April 2000
MCI Communications February 1996 - July 1997
Skills
Series 63, Series 7, Alternative Investments, Investments, Asset Management, Mutual Funds, Securities, Portfolio Management, Wealth Management, Salesforce.com, Retirement Planning, Financial Services
Education
Florida State University 1982 — 1986
Bachelor of Science, Hospitality Administration/Management
Jesuit High School 1978 — 1982
NorthStar Securities, LLC August 2013 - Present
Lighstone Capital Markets May 2013 - July 2013
Wells Real Estate Funds January 2003 - May 2013
Wells Real Estate Funds June 2000 - December 2002
Smith Barney August 1997 - April 2000
MCI Communications February 1996 - July 1997
Skills
Series 63, Series 7, Alternative Investments, Investments, Asset Management, Mutual Funds, Securities, Portfolio Management, Wealth Management, Salesforce.com, Retirement Planning, Financial Services
Education
Florida State University 1982 — 1986
Bachelor of Science, Hospitality Administration/Management
Jesuit High School 1978 — 1982
Meredith Sutch Meredith Sutch's NorthStar Securities, LLC Experience March 2012 - Present
Job Sr. Event Planner, NorthStar Securities, LLC
Industry Financial Services
Experience
NorthStar Securities, LLC March 2012 - Present
Command Center August 2010 - March 2012
Fidelity Investments September 2007 - October 2010
Fidelity Investments July 2006 - September 2007
Fidelity Investments May 2005 - July 2006
Skills
Goal Oriented, Time Management, Relationship Development, Decision Making Skills, Event Management, Leadership, Account Management, Negotiation, Marketing, Customer Service, Strategy, Project Management, Management, Customer Retention, Marketing Communications, Budgets, Event Planning
Education
University of Rhode Island 2000 — 2004
Bachelors, Communications
Bond University 2003 — 2004
NorthStar Securities, LLC March 2012 - Present
Command Center August 2010 - March 2012
Fidelity Investments September 2007 - October 2010
Fidelity Investments July 2006 - September 2007
Fidelity Investments May 2005 - July 2006
Skills
Goal Oriented, Time Management, Relationship Development, Decision Making Skills, Event Management, Leadership, Account Management, Negotiation, Marketing, Customer Service, Strategy, Project Management, Management, Customer Retention, Marketing Communications, Budgets, Event Planning
Education
University of Rhode Island 2000 — 2004
Bachelors, Communications
Bond University 2003 — 2004
Jay Dobbs Jay Dobbs's NorthStar Securities, LLC Experience February 2010 - Present
Job Sr Regional Vice President at NorthStar Securities, LLC.
Industry Financial Services
Experience
NorthStar Securities, LLC February 2010 - Present
Inland Securities Corporation November 2007 - February 2010
Wells Real Estate Funds February 2003 - November 2007
Education
University of Alabama 1992 — 1997
Management
NorthStar Securities, LLC February 2010 - Present
Inland Securities Corporation November 2007 - February 2010
Wells Real Estate Funds February 2003 - November 2007
Education
University of Alabama 1992 — 1997
Management
Nicholas Erpelding Nicholas Erpelding's NorthStar Securities, LLC Experience March 2012 - Present
Job Team Leader at NorthStar Securities, LLC
Industry Real Estate
Experience
NorthStar Securities, LLC March 2012 - Present
Charles Schwab October 1998 - March 2012
Skills
Series 7, Series 66, Series 63, Series 9, Series 10, Mutual Funds, Retirement Planning, Retirement, Wealth Management, Investments, Asset Allocation, Securities, Investment Advisory, 401k, Investment Strategies, Fixed Annuities, FINRA, Series 24
Education
Regis University 2001 — 2016
Business Administration and Management, General
NorthStar Securities, LLC March 2012 - Present
Charles Schwab October 1998 - March 2012
Skills
Series 7, Series 66, Series 63, Series 9, Series 10, Mutual Funds, Retirement Planning, Retirement, Wealth Management, Investments, Asset Allocation, Securities, Investment Advisory, 401k, Investment Strategies, Fixed Annuities, FINRA, Series 24
Education
Regis University 2001 — 2016
Business Administration and Management, General
Reid Thompson's NorthStar Securities, LLC Experience June 2014 - Present
Job
Industry Financial Services
Experience
NorthStar Securities, LLC June 2014 - Present
Education
Furman University 1994 — 1998
New Providence High School 1990 — 1994
NorthStar Securities, LLC June 2014 - Present
Education
Furman University 1994 — 1998
New Providence High School 1990 — 1994
Brad Fryer's NorthStar Securities, LLC Experience April 2012 - Present
Job Senior Vice President, Strategic Accounts
Industry Financial Services
Experience
NorthStar Securities, LLC April 2012 - Present
Santa Fe Christian Schools July 2011 - June 2015
CNL Securities January 2010 - April 2012
Big Brothers, Big Sisters of San Diego County January 2008 - April 2012
LPL Financial April 2008 - December 2009
Skills
Alternative Investments, Strategic Planning, Series 7, Mutual Funds, Series 63, Series 24, Investment Advisory..., Financial Services, Securities, Investment Advisory, Financial Advisory, Risk Management, Equities, FINRA, Selling, IRAs, Investments, Fixed Annuities, Asset Allocation, Investment Strategies, Portfolio Management, Asset Management, Wealth Management, Series 65, Estate Planning, 401k, Uniform Combined State..., Financial Planners, Retirement Planning, Fixed Income, Sales, Investment Management, Series 6, Relationship Management, Separately Managed..., Wealth, Banking, Bonds, Capital Markets, ETFs, Hedge Funds, High Net Worth..., Insurance, Life Insurance, Retirement, Strategic Financial..., Wealth Management...
Education
California State University-Fresno 1984 — 1987
Bachelor of Science (BS), Finance, General
NorthStar Securities, LLC April 2012 - Present
Santa Fe Christian Schools July 2011 - June 2015
CNL Securities January 2010 - April 2012
Big Brothers, Big Sisters of San Diego County January 2008 - April 2012
LPL Financial April 2008 - December 2009
Skills
Alternative Investments, Strategic Planning, Series 7, Mutual Funds, Series 63, Series 24, Investment Advisory..., Financial Services, Securities, Investment Advisory, Financial Advisory, Risk Management, Equities, FINRA, Selling, IRAs, Investments, Fixed Annuities, Asset Allocation, Investment Strategies, Portfolio Management, Asset Management, Wealth Management, Series 65, Estate Planning, 401k, Uniform Combined State..., Financial Planners, Retirement Planning, Fixed Income, Sales, Investment Management, Series 6, Relationship Management, Separately Managed..., Wealth, Banking, Bonds, Capital Markets, ETFs, Hedge Funds, High Net Worth..., Insurance, Life Insurance, Retirement, Strategic Financial..., Wealth Management...
Education
California State University-Fresno 1984 — 1987
Bachelor of Science (BS), Finance, General
Rian Kearney's NorthStar Securities, LLC Experience May 2010 - Present
Job Senior Regional Vice President at NorthStar Securities, LLC
Industry Financial Services
Experience
NorthStar Securities, LLC May 2010 - Present
Welton Street Investments February 2006 - August 2010
Dividend Capital September 2003 - February 2006
Skills
Series 7, Series 63, Alternative Investments, Mutual Funds, Series 24, Investments, Securities, Series 6, Investment Advisory, FINRA, Series 65, Asset Allocation, Investment Strategies, Financial Services, Variable Annuities, Investment Properties, Real Estate, Private Placements, Wholesale, Retirement Planning, Wealth Management, Insurance, REIT, Retirement, Portfolio Management, Salesforce.com, Sales Management, Marketing, Life Insurance, Sales
Education
Colorado State University
NorthStar Securities, LLC May 2010 - Present
Welton Street Investments February 2006 - August 2010
Dividend Capital September 2003 - February 2006
Skills
Series 7, Series 63, Alternative Investments, Mutual Funds, Series 24, Investments, Securities, Series 6, Investment Advisory, FINRA, Series 65, Asset Allocation, Investment Strategies, Financial Services, Variable Annuities, Investment Properties, Real Estate, Private Placements, Wholesale, Retirement Planning, Wealth Management, Insurance, REIT, Retirement, Portfolio Management, Salesforce.com, Sales Management, Marketing, Life Insurance, Sales
Education
Colorado State University
Owen Mulvaney's NorthStar Securities, LLC Experience June 2014 - Present
Job Regional Vice President at NorthStar Securities, LLC
Industry Financial Services
Experience
NorthStar Securities, LLC June 2014 - Present
Select Capital Corporation February 2013 - June 2014
Inland Securities June 2008 - February 2013
Wells Real Estate Funds July 2006 - May 2008
Planco/The Hartford Mutual Funds 2005 - 2006
Enterprise Group of Funds March 2004 - April 2005
Federated Investors January 2002 - February 2004
Skills
401k, Alternative Investments, Series 7, Mutual Funds, Investments, Retirement, Securities, Retirement Planning, Investment Advisory, Financial Analysis
Education
University of Pittsburgh 1997 — 2001
BSBA, Marketing
Plum Senior High School 1993 — 1997
NorthStar Securities, LLC June 2014 - Present
Select Capital Corporation February 2013 - June 2014
Inland Securities June 2008 - February 2013
Wells Real Estate Funds July 2006 - May 2008
Planco/The Hartford Mutual Funds 2005 - 2006
Enterprise Group of Funds March 2004 - April 2005
Federated Investors January 2002 - February 2004
Skills
401k, Alternative Investments, Series 7, Mutual Funds, Investments, Retirement, Securities, Retirement Planning, Investment Advisory, Financial Analysis
Education
University of Pittsburgh 1997 — 2001
BSBA, Marketing
Plum Senior High School 1993 — 1997
Joseph Wuorinen's NorthStar Securities, LLC Experience June 2011 - Present
Job Wholesaler at NorthStar Realty Securities
Industry Financial Services
Experience
Northstar Securities, LLC June 2011 - Present
Skills
Mutual Funds, Fixed Annuities, Asset Management, Securities, Series 63, Series 7, Series 24, Investments
Education
Lake Superior State University 1995 — 1999
Bachelor of Science, Business Administration
Northstar Securities, LLC June 2011 - Present
Skills
Mutual Funds, Fixed Annuities, Asset Management, Securities, Series 63, Series 7, Series 24, Investments
Education
Lake Superior State University 1995 — 1999
Bachelor of Science, Business Administration
Paul Grumann's NorthStar Securities, LLC Experience January 2013 - Present
Job VP Strategic Accounts at NorthStar Securities
Industry Financial Services
Experience
NorthStar Securities, LLC January 2013 - Present
NorthStar Realty Securities February 2010 - December 2012
Dividend Capital November 2005 - February 2010
Skills
Series 7, Alternative Investments, Mutual Funds, Series 66, Series 24, Investment Strategies, Investment Advisory, Investments, Securities, Series 6, Asset Management, FINRA, Uniform Combined State..., Sales, Series 63
Education
University of Colorado Boulder 1992 — 1996
BA, Business
NorthStar Securities, LLC January 2013 - Present
NorthStar Realty Securities February 2010 - December 2012
Dividend Capital November 2005 - February 2010
Skills
Series 7, Alternative Investments, Mutual Funds, Series 66, Series 24, Investment Strategies, Investment Advisory, Investments, Securities, Series 6, Asset Management, FINRA, Uniform Combined State..., Sales, Series 63
Education
University of Colorado Boulder 1992 — 1996
BA, Business