Olde Discount Brokers
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Olde Discount Brokers Employees
Ameriprise Financial Services, Inc. October 2009 - Present
H&R Block Financial Advisors 2007 - 2009
H&R Block Financial Advisors 2001 - 2007
Olde Discount Brokers 1989 - 2001
Merrill Lynch 1983 - 1989
Education
Rutgers, The State University of New Jersey-New Brunswick 1978 — 1982
Bachelor of Arts (B.A.), Business Administration and Management, General
Wells Fargo Advisors, LLC. September 2004 - Present
Bank One August 2003 - August 2004
J.B. Oxford May 1995 - May 2001
Olde Discount Brokers 1994 - 1995
Fd. Titus 1993 - 1994
Education
Arizona State University 1987 — 1991
B.S., Exercise Science
Springfield October 2014 - Present
Springfield Public Schools May 2014 - October 2014
Citi January 1998 - June 2010
Olde discount brokers 1994 - 1997
Skills
Investments, Risk Management, Banking, Financial Analysis, Portfolio Management, Series 7, Equities, Derivatives, Mutual Funds
Education
Temple University 2012 — 2014
Master of Education (M.Ed.), Education
Villanova University 1990 — 1994
Bachelor of Science (BS), Finance
Scottrade May 2006 - Present
Scottrade January 2006 - Present
Scottrade, Minneapolis September 2004 - April 2006
Bubba Gump Shrimp Co. December 2003 - April 2006
US Bank October 2002 - September 2004
Bubba Gump Shrimp Co. December 2001 - May 2002
Olde Discount Brokers January 2000 - February 2001
Accountemps January 1998 - June 2000
Skills
Series 7, Series 24, Series 63, Stock Market, Options, Customer Service, Securities, Finance, Relationship Management, Portfolio Management, Trading, Equities, Bonds, Mutual Funds, Investments, Management, Strategic Financial...
Education
Carlson School of Management, University of Minnesota 1996 — 2000
Bachelor, Business AdministrationFinance
University of Minnesota - Carlson School of Management 1996 — 2000
BS, Finance
Charles Schwab December 1995 - Present
Rotary Club of San Antonio March 2009 - June 2014
San Antonio Opera February 2006 - July 2010
Olde Discount Brokers December 1994 - November 1995
United States Marine Corps May 1988 - June 1992
Education
Texas A&M University 1992 — 1994
BBA, Finance
Smith Graham & Co. Investment Advisors L.P. March 2015 - Present
Smith Graham & Co. Investment Advisors L.P. March 2009 - March 2015
Ark Asset Management April 1999 - March 2009
OLDE Discount Brokers June 1996 - April 1999
Skills
Equities, Hedge Funds, Capital Markets, Investments, Asset Management, Portfolio Management, Securities, Bloomberg, Alternative Investments, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 2000 — 2003
MBA, Finance & Economics
Ithaca College 1992 — 1996
BS, Finance
Ridgefield High SChool 1988 — 1992
Red Mountain Capital Group, LLC January 2007 - Present
J. Scott Securities January 2005 - July 2005
ETS 2003 - 2004
Everest Trading, LLC October 2000 - November 2003
Armstrong & Kurnik, LLC September 1998 - September 2000
Timber Hill, LLC July 1997 - August 1998
Olde Discount Brokers June 1996 - June 1997
Skills
Equities, Options, Trading, Investments, Alternative Investments, Commodity, Bonds, Managed Futures, FINRA, Financial Advisory, Hedge Funds, Asset Management, Portfolio Management, Derivatives, Fixed Income, Investment Strategies, Financial Markets, Capital Markets, Asset Allocation, Securities
Education
Indiana University Bloomington 1993 — 1996
McLaren Health Plan December 2011 - Present
Physicians Health Plan of Mid Michigan February 2008 - December 2011
First Franklin Financial October 2003 - January 2008
Raymond James Financial December 1998 - October 2003
Olde Discount Brokers October 1995 - December 1998
Skills
New Business Development, Microsoft Office, Sales, Selling, Employee Benefits, Health Insurance, Insurance, Sales Operations, Leadership, Cold Calling, Benefits Administration, Sales Process, Strategic Planning, Management, Business Planning, Healthcare, Managed Care, Product Development, Team Building, Time Management
Education
Eastern Michigan University 1992 — 1994
BS, Business Management
Mindful Birth and Parenting / Education Consulting, Inc. March 2007 - Present
Bright Horizons Family Solutions August 2005 - Present
Bright Horizons 2004 - 2008
Parent Cooperative Preschool in Bamberg, Germany December 1999 - August 2005
Olde Discount Brokers February 1997 - September 1998
Education
Vanguard University of Southern California 2001 — 2004
Certification, Early Childhood Education
University of North Texas 1994 — 1997
BBA, Marketing & Finance
Dallas County Community College
SourceHOV October 2012 - Present
Genesis10 Corporation May 2011 - August 2011
Ameriprise Financial Services, Inc. November 2008 - May 2010
Ameriprise Financial November 2008 - May 2010
H&R Block Financial Advisors December 1999 - October 2008
OLDE Discount Brokers August 1988 - November 1999
Skills
Program Management, Business Analysis, PMO, Process Improvement, Project Delivery, SharePoint, Risk Management, Data Center, Business Process, Visio, Agile Methodologies, Project Portfolio..., Software Development, SDLC, PMP, Access, Business Requirements, Software Documentation, Vendor Management, Requirements Gathering, Requirements Analysis, Software Project..., Integration, IT Strategy, Disaster Recovery, Outsourcing, Business Process..., Six Sigma, IT Management, MS Project, Information Technology, Troubleshooting, ITIL, Business Intelligence, Business Process..., IT Service Management, Resource Management, Project Management
Education
Eastern Michigan University 1982 — 1986
BBA, Business Information Systems