Olde Stockbrokers
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Olde Stockbrokers Employees
Employee
Years
Job
Industry
Jack Vitale Jack Vitale's Olde Stockbrokers Experience 1992 - 2000
Job Chief Financial Officer at Clean Energy Advisors, LLC
Industry Investment Banking
Experience
Clean Energy Advisors, LLC October 2014 - Present
Waddell & Reed April 2014 - October 2014
Ameriprise Financial 2008 - April 2014
H & R Block Financial Advisors 2000 - 2008
OLDE Stockbrokers 1992 - 2000
Skills
Series 7, Retirement Planning, Series 63, Retirement, Strategic Financial..., Wealth Management, Asset Allocation, Equities, Investment Advisory, Series 6, Life Insurance, Financial Modeling, Mutual Funds, Finance, Financial Services, Financial Advisory, Investments, Securities, FINRA, Uniform Combined State..., Series 65, Investment Strategies, IRAs, Fixed Annuities, Estate Planning, 401k, 401k Rollovers, Bonds, Asset Management, Alternative Investments, Leadership, Fixed Income, Municipal Bonds, Financial Planning
Education
East Carolina University 1986 — 1991
Bachelor of Science (BS), Business Administration and Management, General
Mansquan High School
Mansquan High School
Clean Energy Advisors, LLC October 2014 - Present
Waddell & Reed April 2014 - October 2014
Ameriprise Financial 2008 - April 2014
H & R Block Financial Advisors 2000 - 2008
OLDE Stockbrokers 1992 - 2000
Skills
Series 7, Retirement Planning, Series 63, Retirement, Strategic Financial..., Wealth Management, Asset Allocation, Equities, Investment Advisory, Series 6, Life Insurance, Financial Modeling, Mutual Funds, Finance, Financial Services, Financial Advisory, Investments, Securities, FINRA, Uniform Combined State..., Series 65, Investment Strategies, IRAs, Fixed Annuities, Estate Planning, 401k, 401k Rollovers, Bonds, Asset Management, Alternative Investments, Leadership, Fixed Income, Municipal Bonds, Financial Planning
Education
East Carolina University 1986 — 1991
Bachelor of Science (BS), Business Administration and Management, General
Mansquan High School
Mansquan High School
Greg Syrios, CFP, CIMA Greg Syrios, CFP, CIMA's Olde Stockbrokers Experience 1993 - 1997
Job Managing DirectorInvestments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC. 2010 - Present
A.G. Edwards 1997 - 2010
Olde Stockbrokers 1993 - 1997
Skills
Investments, Asset Allocation, Alternative Investments, Mutual Funds, Investment Strategies, Retirement Planning, ETFs, Equities, Hedge Funds, Bonds, Securities
Education
San Jose State University
Bachelor of Science (BS), Finance, General
Wells Fargo Advisors, LLC. 2010 - Present
A.G. Edwards 1997 - 2010
Olde Stockbrokers 1993 - 1997
Skills
Investments, Asset Allocation, Alternative Investments, Mutual Funds, Investment Strategies, Retirement Planning, ETFs, Equities, Hedge Funds, Bonds, Securities
Education
San Jose State University
Bachelor of Science (BS), Finance, General
Chad Olivier's Olde Stockbrokers Experience 1996 - 1998
Job President / CERTIFIED FINANCIAL PLANNER™ at The Olivier Group, LLC
Industry Financial Services
Experience
The Olivier Group, LLC January 2002 - Present
Morgan Keegan 1998 - 2002
Olde Stockbrokers 1996 - 1998
Skills
Strategic Financial..., Wealth Management, Investments, Retirement Planning
Education
University of Louisiana at Monroe 1991 — 1995
Finance, Finance, with Minor in Economics
The Olivier Group, LLC January 2002 - Present
Morgan Keegan 1998 - 2002
Olde Stockbrokers 1996 - 1998
Skills
Strategic Financial..., Wealth Management, Investments, Retirement Planning
Education
University of Louisiana at Monroe 1991 — 1995
Finance, Finance, with Minor in Economics
Christine Hulme Christine Hulme's Olde Stockbrokers Experience January 1996 - October 1998
Job Owner at Cold Stone Creamery and Fore Storage
Industry Restaurants
Experience
Cold Stone Creamery December 2012 - Present
Fore Storage April 2011 - Present
Undisclosed March 2012 - August 2014
Undisclosed October 1998 - March 2010
Olde Stockbrokers January 1996 - October 1998
Skills
Customer Service, Public Speaking, Marketing, Budgets, Leadership, Strategic Planning, Sales, Finance, Small Business, Training, Business Planning, Entrepreneurship, Fundraising, Leadership Development, Team Building
Education
University of Cincinnati College of Business 2001 — 2003
Master of Business Administration (MBA), Finance and Management
Miami University 1991 — 1995
Bachelor of Arts (B.A.), English Literature and Psychology
Cold Stone Creamery December 2012 - Present
Fore Storage April 2011 - Present
Undisclosed March 2012 - August 2014
Undisclosed October 1998 - March 2010
Olde Stockbrokers January 1996 - October 1998
Skills
Customer Service, Public Speaking, Marketing, Budgets, Leadership, Strategic Planning, Sales, Finance, Small Business, Training, Business Planning, Entrepreneurship, Fundraising, Leadership Development, Team Building
Education
University of Cincinnati College of Business 2001 — 2003
Master of Business Administration (MBA), Finance and Management
Miami University 1991 — 1995
Bachelor of Arts (B.A.), English Literature and Psychology
Joseph Nie, MBA Joseph Nie, MBA's Olde Stockbrokers Experience February 1997 - November 1997
Job Assistant Vice President, Retirement Solutions Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2002 - Present
Merrill Lynch March 2000 - March 2002
Annuity Investors Life Insurance Company May 1998 - March 2000
Fifth Third Bank December 1997 - May 1998
Olde Stockbrokers February 1997 - November 1997
Skills
Mutual Funds, Finance, Retirement, Leadership, Fixed Annuities, Management, Investments, Portfolio Management, Wealth Management, Banking
Education
The University of North Florida 2010 — 2014
Master of Business Administration (MBA), Business Administration and Management, General, 3.42
Harvard Extension School 2013 — 2013
Continuing Education October 20-21, 2014, Fundametals of Strategy, Completion
University of Cincinnati 1989 — 1995
Bachelor of Arts and Sciences, Economics
Elder High School 1985 — 1989
Merrill Lynch March 2002 - Present
Merrill Lynch March 2000 - March 2002
Annuity Investors Life Insurance Company May 1998 - March 2000
Fifth Third Bank December 1997 - May 1998
Olde Stockbrokers February 1997 - November 1997
Skills
Mutual Funds, Finance, Retirement, Leadership, Fixed Annuities, Management, Investments, Portfolio Management, Wealth Management, Banking
Education
The University of North Florida 2010 — 2014
Master of Business Administration (MBA), Business Administration and Management, General, 3.42
Harvard Extension School 2013 — 2013
Continuing Education October 20-21, 2014, Fundametals of Strategy, Completion
University of Cincinnati 1989 — 1995
Bachelor of Arts and Sciences, Economics
Elder High School 1985 — 1989
Mark E. Lawrence Mark E. Lawrence's Olde Stockbrokers Experience 1995 - 2001
Job President and Wealth Consultant at Sterling Portfolio Managers LLC ~ "Advice for Today. Planning for Tomorrow."
Industry Financial Services
Experience
LPL Financial⎪Sterling Portfolio Managers LLC January 2014 - Present
LPL Financial⎪Mark E. Lawrence LLC September 2012 - January 2014
Edward Jones 2001 - 2012
Olde Stockbrokers 1995 - 2001
Education
The University of Texas at San Antonio
LPL Financial⎪Sterling Portfolio Managers LLC January 2014 - Present
LPL Financial⎪Mark E. Lawrence LLC September 2012 - January 2014
Edward Jones 2001 - 2012
Olde Stockbrokers 1995 - 2001
Education
The University of Texas at San Antonio
Darin Jerger's Olde Stockbrokers Experience 1992 - 1997
Job Managing Director at Credit Loan Approvals, LLC
Industry Financial Services
Experience
Credit Loan Approvals, LLC January 2015 - Present
Efficient Couriers, Inc. December 2013 - Present
Aegis Investment Group, LLC 2001 - Present
Starboard Group Management January 2008 - April 2013
UBS PaineWebber 1997 - 2001
OLDE Stockbrokers 1992 - 1997
Skills
Strategic Planning, Negotiation, Negotiating Contracts, Mergers, Acquisition Analysis, Business Valuation, Enterprise Valuation, Purchase Agreements, Delegation, Accountability, Contract Negotiation, Mergers & Acquisitions, Acquisitions, Investments, Strategy, Due Diligence, Purchasing, Real Estate, Equities, Financial Services, Sales, Portfolio Management
Education
Indiana University Bloomington 1988 — 1992
BS, Business, Finance Concentration
Credit Loan Approvals, LLC January 2015 - Present
Efficient Couriers, Inc. December 2013 - Present
Aegis Investment Group, LLC 2001 - Present
Starboard Group Management January 2008 - April 2013
UBS PaineWebber 1997 - 2001
OLDE Stockbrokers 1992 - 1997
Skills
Strategic Planning, Negotiation, Negotiating Contracts, Mergers, Acquisition Analysis, Business Valuation, Enterprise Valuation, Purchase Agreements, Delegation, Accountability, Contract Negotiation, Mergers & Acquisitions, Acquisitions, Investments, Strategy, Due Diligence, Purchasing, Real Estate, Equities, Financial Services, Sales, Portfolio Management
Education
Indiana University Bloomington 1988 — 1992
BS, Business, Finance Concentration
Kyle Barton, MBA Kyle Barton, MBA's Olde Stockbrokers Experience January 1996 - April 1996
Job VP & Chief Credit Officer Sonora Bank
Industry Financial Services
Experience
Sonora Bank May 2013 - Present
Citi February 2005 - May 2013
JP Morgan Chase June 2003 - February 2005
First National Bank Texas February 2002 - May 2003
Bank One April 1996 - February 2002
Guardian Savings and Loan April 1996 - April 1997
Olde Stockbrokers January 1996 - April 1996
Skills
Commercial Lending, Loans, Finance, Lines Of Credit, Commercial Banking, Credit Analysis, Financial Modeling, Accounting, Financial Statement..., Banking, Credit Monitoring, Credit Negotiations, Credit Risk, Underwriting, Risk Management, Small Business Lending, Portfolio Management, Financial Risk, Credit, Commercial Mortgages, Asset Based Lending, Consumer Lending, Mortgage Lending, Loan Origination, Relationship Management, Retail Banking, Financial Analysis, SBA, Cash Flow, Strategic Financial..., Real Estate, Cash Flow Lending, Financial Services, Cash Management, Financial Institutions, Financial Structuring, Middle Market, Executive Management, Management, Leadership, Analysis, Treasury Management, Trade Finance, Wealth Management, Strategy, Corporate Finance
Education
Regis University 2000 — 2002
MBA, Business Administration, 4.0
Texas A&M University 1991 — 1995
BBA, Finance
San Angelo Central High School 1988 — 1991
Advanced with Honors, General Studies
Citibank Senior Credit Officer School
Senior Credit Officer, Credit Management
Sonora Bank May 2013 - Present
Citi February 2005 - May 2013
JP Morgan Chase June 2003 - February 2005
First National Bank Texas February 2002 - May 2003
Bank One April 1996 - February 2002
Guardian Savings and Loan April 1996 - April 1997
Olde Stockbrokers January 1996 - April 1996
Skills
Commercial Lending, Loans, Finance, Lines Of Credit, Commercial Banking, Credit Analysis, Financial Modeling, Accounting, Financial Statement..., Banking, Credit Monitoring, Credit Negotiations, Credit Risk, Underwriting, Risk Management, Small Business Lending, Portfolio Management, Financial Risk, Credit, Commercial Mortgages, Asset Based Lending, Consumer Lending, Mortgage Lending, Loan Origination, Relationship Management, Retail Banking, Financial Analysis, SBA, Cash Flow, Strategic Financial..., Real Estate, Cash Flow Lending, Financial Services, Cash Management, Financial Institutions, Financial Structuring, Middle Market, Executive Management, Management, Leadership, Analysis, Treasury Management, Trade Finance, Wealth Management, Strategy, Corporate Finance
Education
Regis University 2000 — 2002
MBA, Business Administration, 4.0
Texas A&M University 1991 — 1995
BBA, Finance
San Angelo Central High School 1988 — 1991
Advanced with Honors, General Studies
Citibank Senior Credit Officer School
Senior Credit Officer, Credit Management
Doug Anderson ★ Doug Anderson ★'s Olde Stockbrokers Experience August 1990 - July 1993
Job Marketing Executive
Industry Marketing and Advertising
Experience
Auto Credit Express March 2015 - Present
Auto Credit Express July 2014 - February 2015
Cequent Performance Products April 2010 - April 2014
Anderson Marketing Consultants October 2008 - April 2010
Fitness Management Corp. June 1994 - October 2008
FitLife Magazine October 2003 - September 2008
Butzel Long Attorneys & Counselors July 1993 - June 1994
Olde Stockbrokers August 1990 - July 1993
Red Carpet Real Estate January 1990 - March 1991
Montgomery Advertising March 1989 - December 1989
Skills
Marketing, Online Marketing, Copywriting, Integrated Marketing, Social Media, Brand Development, Marketing Communications, Email Marketing, Digital Marketing, Advertising, Marketing Strategy, Creative Direction, Press Releases, Online Advertising, Strategic Planning, Public Relations, Project Management, Event Management, Competitive Analysis, Management, Account Management, Direct Marketing, Training, New Business Development, Product Development, B2B, Corporate Communications, Video Production, Television, Magazines, SEO, SEM, Digital Strategy, Trade Shows, Product Marketing, Sales, Media Relations, Budgets, Logo Design
Education
Baker College Center for Graduate Studies 2013 — 2017
Master of Business Administration (M.B.A.)
College for Creative Studies 1987 — 1988
Film & TV production
Wayne State University 1984 — 1986
BFA, Marketing & Advertising Design
Dearborn High School 1977 — 1980
Architecture
Auto Credit Express March 2015 - Present
Auto Credit Express July 2014 - February 2015
Cequent Performance Products April 2010 - April 2014
Anderson Marketing Consultants October 2008 - April 2010
Fitness Management Corp. June 1994 - October 2008
FitLife Magazine October 2003 - September 2008
Butzel Long Attorneys & Counselors July 1993 - June 1994
Olde Stockbrokers August 1990 - July 1993
Red Carpet Real Estate January 1990 - March 1991
Montgomery Advertising March 1989 - December 1989
Skills
Marketing, Online Marketing, Copywriting, Integrated Marketing, Social Media, Brand Development, Marketing Communications, Email Marketing, Digital Marketing, Advertising, Marketing Strategy, Creative Direction, Press Releases, Online Advertising, Strategic Planning, Public Relations, Project Management, Event Management, Competitive Analysis, Management, Account Management, Direct Marketing, Training, New Business Development, Product Development, B2B, Corporate Communications, Video Production, Television, Magazines, SEO, SEM, Digital Strategy, Trade Shows, Product Marketing, Sales, Media Relations, Budgets, Logo Design
Education
Baker College Center for Graduate Studies 2013 — 2017
Master of Business Administration (M.B.A.)
College for Creative Studies 1987 — 1988
Film & TV production
Wayne State University 1984 — 1986
BFA, Marketing & Advertising Design
Dearborn High School 1977 — 1980
Architecture
Rajiv K. Shah Rajiv K. Shah's Olde Stockbrokers Experience June 2000 - June 2001
Job AVP Deutsche Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Bank September 2014 - Present
Kovack Securities April 2011 - September 2014
Crescent Palm Capital Partners November 2010 - April 2011
TD Ameritrade May 2008 - August 2010
Waddell & Reed February 2006 - May 2008
Waddell & Reed January 2005 - January 2006
MetLife January 2004 - January 2005
Prudential Financial October 2002 - December 2003
Wells Fargo Advisors June 2001 - September 2002
Olde Stockbrokers June 2000 - June 2001
Skills
Financial Planning, Sales Management, Investments, Insurance, Investment Advisory, Compliance, Trading, Trade Surveillance, Algorithmic Trading, Electronic Trading, Financial Markets, Capital Markets, Derivatives, Technical Analysis, Risk Management, Pershing NetX360, NFS Streetscape/FBSI, Team Leadership, Broker/Dealer Operations, Registered Investment..., Series 7, Series 6, Series 63, Series 65, Series 4, Series 24, Series 53, Series 55, Series 27, FINOP, Strategic Financial..., Trading System, Commodity, FINRA, Options, Equities, FX Options, Series 99, Trading Strategies, Financial Risk, Financial Services, Hedge Funds, ETFs, Portfolio Management, Asset Management, Alternative Investments, Trading Systems, Banking, Financial Advisory, Investment Strategies
Education
University at Buffalo
B.A, Clinical Psychology
University of North Florida
M.B.A, Finance
Deutsche Bank September 2014 - Present
Kovack Securities April 2011 - September 2014
Crescent Palm Capital Partners November 2010 - April 2011
TD Ameritrade May 2008 - August 2010
Waddell & Reed February 2006 - May 2008
Waddell & Reed January 2005 - January 2006
MetLife January 2004 - January 2005
Prudential Financial October 2002 - December 2003
Wells Fargo Advisors June 2001 - September 2002
Olde Stockbrokers June 2000 - June 2001
Skills
Financial Planning, Sales Management, Investments, Insurance, Investment Advisory, Compliance, Trading, Trade Surveillance, Algorithmic Trading, Electronic Trading, Financial Markets, Capital Markets, Derivatives, Technical Analysis, Risk Management, Pershing NetX360, NFS Streetscape/FBSI, Team Leadership, Broker/Dealer Operations, Registered Investment..., Series 7, Series 6, Series 63, Series 65, Series 4, Series 24, Series 53, Series 55, Series 27, FINOP, Strategic Financial..., Trading System, Commodity, FINRA, Options, Equities, FX Options, Series 99, Trading Strategies, Financial Risk, Financial Services, Hedge Funds, ETFs, Portfolio Management, Asset Management, Alternative Investments, Trading Systems, Banking, Financial Advisory, Investment Strategies
Education
University at Buffalo
B.A, Clinical Psychology
University of North Florida
M.B.A, Finance
Chris Frosk Chris Frosk's Olde Stockbrokers Experience 1993 - 1996
Job Hadoop & Big Data Insights Enabler
Industry Information Technology and Services
Experience
Hortonworks February 2015 - Present
AT&T January 2009 - December 2014
Custom House Maritime Museum March 2009 - December 2011
Pyxis Mobile 2007 - 2009
Skyscape 2005 - 2006
ekkosoft.us 2002 - 2005
NaviSite 2000 - 2002
HighGround Systems 1998 - 2000
Shiva Corporation 1996 - 1998
Olde Stockbrokers 1993 - 1996
Skills
SaaS, Mobile Devices, Enterprise Software, Mobile Applications, Strategic Partnerships, Wireless, Strategy, Solution Selling, Sales Operations, Sales, Professional Services, Product Management, Mobile Technology, Lead Generation, Entrepreneurship, Cloud Computing, CRM, Business Strategy, Business Development
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2011
Executive Certificate, Strategy & Innovation
Bentley University 1989 — 1993
Economics / Finance
Hortonworks February 2015 - Present
AT&T January 2009 - December 2014
Custom House Maritime Museum March 2009 - December 2011
Pyxis Mobile 2007 - 2009
Skyscape 2005 - 2006
ekkosoft.us 2002 - 2005
NaviSite 2000 - 2002
HighGround Systems 1998 - 2000
Shiva Corporation 1996 - 1998
Olde Stockbrokers 1993 - 1996
Skills
SaaS, Mobile Devices, Enterprise Software, Mobile Applications, Strategic Partnerships, Wireless, Strategy, Solution Selling, Sales Operations, Sales, Professional Services, Product Management, Mobile Technology, Lead Generation, Entrepreneurship, Cloud Computing, CRM, Business Strategy, Business Development
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2011
Executive Certificate, Strategy & Innovation
Bentley University 1989 — 1993
Economics / Finance
Brian Kloss Brian Kloss's Olde Stockbrokers Experience 1996 - 1997
Job Executive Director at USAA
Industry Financial Services
Experience
USAA June 2013 - Present
USAA 2005 - June 2013
Charles Schwab 1997 - 2005
Olde Stockbrokers 1996 - 1997
Education
Arizona State University 2003 — 2004
MBA
University of Arizona 1991 — 1996
BS, Biochemistry
USAA June 2013 - Present
USAA 2005 - June 2013
Charles Schwab 1997 - 2005
Olde Stockbrokers 1996 - 1997
Education
Arizona State University 2003 — 2004
MBA
University of Arizona 1991 — 1996
BS, Biochemistry
Ernest J. Schalansky III's Olde Stockbrokers Experience January 1997 - July 2001
Job Regional Vice President
Industry Financial Services
Experience
RiverSource Distributors, Inc at Ameriprise Financial February 2010 - Present
Allstate Financial July 2001 - February 2010
Olde Stockbrokers January 1997 - July 2001
Rosenthal Collins Group May 1996 - August 1996
Skills
401k
Education
University of Illinois at Urbana-Champaign 1992 — 1996
B.S., Economics
RiverSource Distributors, Inc at Ameriprise Financial February 2010 - Present
Allstate Financial July 2001 - February 2010
Olde Stockbrokers January 1997 - July 2001
Rosenthal Collins Group May 1996 - August 1996
Skills
401k
Education
University of Illinois at Urbana-Champaign 1992 — 1996
B.S., Economics
Stephen Morman Stephen Morman's Olde Stockbrokers Experience August 1984 - December 1999
Job Managing Partner at Four Financial Management
Industry Financial Services
Experience
Four Financial Management November 2008 - Present
LPL Financial November 2008 - Present
H&R Block Financial Advisors December 1999 - November 2008
Olde Stockbrokers August 1984 - December 1999
Education
Wayne State University 1982 — 1984
MBA, Finance
Marietta College 1977 — 1981
B.S., Chemistry Management
Four Financial Management November 2008 - Present
LPL Financial November 2008 - Present
H&R Block Financial Advisors December 1999 - November 2008
Olde Stockbrokers August 1984 - December 1999
Education
Wayne State University 1982 — 1984
MBA, Finance
Marietta College 1977 — 1981
B.S., Chemistry Management
Kevin Dolen, CRPC® APMA®'s Olde Stockbrokers Experience 1992 - 1994
Job Associate Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2012 - Present
Ameriprise Financial December 2008 - January 2012
HR Block Financial Advisors March 2003 - January 2012
American Express Financial Advisors January 2002 - March 2003
American Express Financial Advisors 2001 - January 2002
DTC, Inc. 1994 - 2000
Olde Stockbrokers 1992 - 1994
Hibbard Brown 1991 - 1992
Education
Purdue University 1987 — 1991
BS
Lincoln HS Sioux Falls, SD
Ameriprise Financial Services, Inc. January 2012 - Present
Ameriprise Financial December 2008 - January 2012
HR Block Financial Advisors March 2003 - January 2012
American Express Financial Advisors January 2002 - March 2003
American Express Financial Advisors 2001 - January 2002
DTC, Inc. 1994 - 2000
Olde Stockbrokers 1992 - 1994
Hibbard Brown 1991 - 1992
Education
Purdue University 1987 — 1991
BS
Lincoln HS Sioux Falls, SD
Jeremy Tysor Jeremy Tysor's Olde Stockbrokers Experience April 1996 - December 1996
Job Sales Desk Manager
Industry Financial Services
Experience
MetLife December 2000 - April 2014
Transamerica February 1997 - September 2000
Olde Stockbrokers April 1996 - December 1996
Skills
Financial Advisory, Training, Business, Series 7, Mutual Funds, Variable Annuities, Sales Management, Recruiting, Mentoring, Career Development, Life Insurance, Sales, Presentation Coaching, Presentations, Partnering, Business Planning, Series 24, CA Insurance License, Communication, Series 6, Retirement, 401k, Insurance, Retirement Planning, Investments, Sales Operations, FINRA, Series 63, Leadership, Fixed Annuities, Financial Services, Relationship Management, Term Life Insurance, Long Term Care Insurance, Alternative Investments, Securities, ETFs, Wealth Management, Uniform Combined State..., Strategy, Disability Insurance, IRAs, Health Insurance, Series 65, Investment Strategies, Long-term Care, Investment Advisory, Employee Benefits, Finance, Separately Managed...
Education
University of San Diego 1991 — 1995
BA, Business Administration, 3.82 GPA
University of Hartford 2010 — 2010
Advanced Training Certification, Barney school of business
Svenska Skolan 2008 — 2011
Certificate of completion, Swedish Language and culture
MetLife December 2000 - April 2014
Transamerica February 1997 - September 2000
Olde Stockbrokers April 1996 - December 1996
Skills
Financial Advisory, Training, Business, Series 7, Mutual Funds, Variable Annuities, Sales Management, Recruiting, Mentoring, Career Development, Life Insurance, Sales, Presentation Coaching, Presentations, Partnering, Business Planning, Series 24, CA Insurance License, Communication, Series 6, Retirement, 401k, Insurance, Retirement Planning, Investments, Sales Operations, FINRA, Series 63, Leadership, Fixed Annuities, Financial Services, Relationship Management, Term Life Insurance, Long Term Care Insurance, Alternative Investments, Securities, ETFs, Wealth Management, Uniform Combined State..., Strategy, Disability Insurance, IRAs, Health Insurance, Series 65, Investment Strategies, Long-term Care, Investment Advisory, Employee Benefits, Finance, Separately Managed...
Education
University of San Diego 1991 — 1995
BA, Business Administration, 3.82 GPA
University of Hartford 2010 — 2010
Advanced Training Certification, Barney school of business
Svenska Skolan 2008 — 2011
Certificate of completion, Swedish Language and culture
Scott Medalen's Olde Stockbrokers Experience June 1994 - June 1995
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James July 2007 - Present
UBS Wealth Management July 1995 - June 2007
OLDE Stockbrokers June 1994 - June 1995
Education
Indiana University - Kelley School of Business 1990 — 1994
1994, Finance
Indiana University Bloomington 1990 — 1994
B.S., Finance Major, Econ Minor
Raymond James July 2007 - Present
UBS Wealth Management July 1995 - June 2007
OLDE Stockbrokers June 1994 - June 1995
Education
Indiana University - Kelley School of Business 1990 — 1994
1994, Finance
Indiana University Bloomington 1990 — 1994
B.S., Finance Major, Econ Minor
Thomas Fezler Thomas Fezler's Olde Stockbrokers Experience August 1994 - August 2000
Job "Financial Advisor, Vice President, Ameriprise Financial Services, Inc. CRPC®
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2008 - Present
Ameriprise Financial Services, Inc. August 1994 - Present
H&R Block Financial Advisors August 2000 - November 2008
Olde Stockbrokers August 1994 - August 2000
Education
California State University-Sacramento 1988 — 1994
Bachelors, Accounting
Foothill High School
Foothill High School
Ameriprise Financial Services, Inc. 2008 - Present
Ameriprise Financial Services, Inc. August 1994 - Present
H&R Block Financial Advisors August 2000 - November 2008
Olde Stockbrokers August 1994 - August 2000
Education
California State University-Sacramento 1988 — 1994
Bachelors, Accounting
Foothill High School
Foothill High School
Bob Gilliland Bob Gilliland's Olde Stockbrokers Experience January 1989 - May 1994
Job Financial Services Specialist
Industry Financial Services
Experience
Flagstar Bank November 2011 - Present
WCS Lending January 1969 - January 2010
Olde Stockbrokers January 1989 - May 1994
Manufacturers National Bank July 1978 - August 1983
Skills
Mortgage Lending, Mortgage Banking, Loan Origination, Loans, Management, Sales, Finance, Sales Management, FHA, New Business Development, Refinance, FHA financing, Residential Mortgages, VA loans, Underwriting, Customer Service, Lead Generation, B2B, Employee Training, Systems analyst, GNMA, FNMA, FHLMC, Credit, Credit Scoring, Credit repair, Credit analysis, Financial Services, Stocks, Bonds, Mutual Funds, Cerrtificates of Deposit, Training, Strategic planning, Team Building, M/S Word, M/S Excel, M/S Powerpoint, Loan Modifications, Short sales, Deed in lieu
Education
Central Michigan University
Bachelor of Business Administration (BBA), Business Finance with Economics minor.
Flagstar Bank November 2011 - Present
WCS Lending January 1969 - January 2010
Olde Stockbrokers January 1989 - May 1994
Manufacturers National Bank July 1978 - August 1983
Skills
Mortgage Lending, Mortgage Banking, Loan Origination, Loans, Management, Sales, Finance, Sales Management, FHA, New Business Development, Refinance, FHA financing, Residential Mortgages, VA loans, Underwriting, Customer Service, Lead Generation, B2B, Employee Training, Systems analyst, GNMA, FNMA, FHLMC, Credit, Credit Scoring, Credit repair, Credit analysis, Financial Services, Stocks, Bonds, Mutual Funds, Cerrtificates of Deposit, Training, Strategic planning, Team Building, M/S Word, M/S Excel, M/S Powerpoint, Loan Modifications, Short sales, Deed in lieu
Education
Central Michigan University
Bachelor of Business Administration (BBA), Business Finance with Economics minor.
Erik Lensch Erik Lensch's Olde Stockbrokers Experience 1993 - 1997
Job CEO at Entropy Solar Integrators, LLC
Industry Renewables & Environment
Experience
Entropy Solar Integrators, LLC June 2014 - Present
Argand Energy Solutions, LLC August 2006 - June 2014
Bank of America 2003 - 2006
Credit Suisse First Boston 2000 - 2003
Scott & Stringfellow Inc. 1997 - 2000
OLDE Stockbrokers 1993 - 1997
Skills
Solar Energy, Renewable Energy, Photovoltaics, Project Management, Start-ups, Solar Thermal, Alternative Energy, Energy Management, Sustainable Energy, Contract Negotiation, Cleantech, Program Management, Strategic Planning, Energy Policy, Energy, Business Planning, Leadership, Energy Efficiency, Product Development, Business Strategy, New Business Development, Smart Grid, Strategy, Business Development, Due Diligence, Environmental Awareness, Entrepreneurship, Marketing Strategy, Sustainability
Education
Wharton School of Business 2005 — 2005
Certified Investment Management Analyst (CIMA), Professional Certification
Radford University 1988 — 1992
Entropy Solar Integrators, LLC June 2014 - Present
Argand Energy Solutions, LLC August 2006 - June 2014
Bank of America 2003 - 2006
Credit Suisse First Boston 2000 - 2003
Scott & Stringfellow Inc. 1997 - 2000
OLDE Stockbrokers 1993 - 1997
Skills
Solar Energy, Renewable Energy, Photovoltaics, Project Management, Start-ups, Solar Thermal, Alternative Energy, Energy Management, Sustainable Energy, Contract Negotiation, Cleantech, Program Management, Strategic Planning, Energy Policy, Energy, Business Planning, Leadership, Energy Efficiency, Product Development, Business Strategy, New Business Development, Smart Grid, Strategy, Business Development, Due Diligence, Environmental Awareness, Entrepreneurship, Marketing Strategy, Sustainability
Education
Wharton School of Business 2005 — 2005
Certified Investment Management Analyst (CIMA), Professional Certification
Radford University 1988 — 1992
Tom Shiao Tom Shiao's Olde Stockbrokers Experience 1995 - 1997
Job Business Development and Sales Manager
Industry Computer Software
Experience
Absolute Software December 2009 - Present
LANrev - Acquired by Absolute in November 2009 September 2008 - December 2009
OPNET Technologies April 2008 - September 2008
NTR February 2007 - March 2008
Pacific Ocean Partners 2002 - 2007
Netopia 1997 - 2001
Olde Stockbrokers 1995 - 1997
Skills
Enterprise Software, Sales Management, Start-ups, Recruiting, Product Marketing, Sales Operations, Business Development
Education
The University of Texas at Austin 1990 — 1994
Absolute Software December 2009 - Present
LANrev - Acquired by Absolute in November 2009 September 2008 - December 2009
OPNET Technologies April 2008 - September 2008
NTR February 2007 - March 2008
Pacific Ocean Partners 2002 - 2007
Netopia 1997 - 2001
Olde Stockbrokers 1995 - 1997
Skills
Enterprise Software, Sales Management, Start-ups, Recruiting, Product Marketing, Sales Operations, Business Development
Education
The University of Texas at Austin 1990 — 1994
Taric Jayawickreme's Olde Stockbrokers Experience 1996 - 1998
Job ResultsOriented Mortgage Industry Manager & Prior Financial Advisor | Helping Companies Reach & Exceed Their Goals
Industry Banking
Experience
Bank of America June 2013 - September 2014
Bank of America August 2012 - July 2013
Bank of America March 2011 - August 2012
Bank of America June 2010 - March 2011
Cocomo Bar & Grill January 2003 - March 2010
Morgan Stanley 1998 - 2001
Olde Stockbrokers 1996 - 1998
Skills
Mortgage Lending, Sales, Analysis, Negotiation, Finance, Credit, Strategic Planning, Banking, Budgets, New Business Development, Quality Assurance, Financial Statement..., Cross-functional Team..., Strategic & Tactical..., MI Curtailment Processes, Customer Confidentiality, Staff Training &..., Capital Markets, Complex Problem..., Moves Management, EOB, Upselling, CLAIMS Software, DOCS software, Equator Software, Homesaver Software, Homebase Software, Adobe Acrobat, IBM AS/400
Education
Ithaca College
Bachelor of Science, Business Management, Minor in Financial Investments
Royal College, Colombo, Sri Lanka
Bank of America June 2013 - September 2014
Bank of America August 2012 - July 2013
Bank of America March 2011 - August 2012
Bank of America June 2010 - March 2011
Cocomo Bar & Grill January 2003 - March 2010
Morgan Stanley 1998 - 2001
Olde Stockbrokers 1996 - 1998
Skills
Mortgage Lending, Sales, Analysis, Negotiation, Finance, Credit, Strategic Planning, Banking, Budgets, New Business Development, Quality Assurance, Financial Statement..., Cross-functional Team..., Strategic & Tactical..., MI Curtailment Processes, Customer Confidentiality, Staff Training &..., Capital Markets, Complex Problem..., Moves Management, EOB, Upselling, CLAIMS Software, DOCS software, Equator Software, Homesaver Software, Homebase Software, Adobe Acrobat, IBM AS/400
Education
Ithaca College
Bachelor of Science, Business Management, Minor in Financial Investments
Royal College, Colombo, Sri Lanka
Forrest Boone's Olde Stockbrokers Experience 1994 - 1996
Job NMLS #1199965 Officer/Team Lead, Bank of America Home Loans
Industry Financial Services
Experience
Bank of America May 2015 - Present
Optimal Blue August 2014 - March 2015
Bank of America Home Loans July 2010 - February 2014
Bank of America September 2009 - July 2010
Bank of America Home Loans February 2009 - August 2009
Kid Fit Sports August 2007 - February 2009
Accredited Home Lenders April 2006 - August 2007
Capital One Auto Finance December 2004 - March 2006
Olde Stockbrokers 1994 - 1996
Skills
Contract Negotiation, Credit, Sales, Mortgage Lending, Training, Loans, Management, Underwriting, Sales Operations, Mortgage Banking, Loan Origination, Financial Analysis, Marketing, Human Resources, Credit Risk, Banking, Risk Management, Credit Analysis, Finance
Education
Texas A&M University 1989 — 1992
BBA, Marketing
Bank of America May 2015 - Present
Optimal Blue August 2014 - March 2015
Bank of America Home Loans July 2010 - February 2014
Bank of America September 2009 - July 2010
Bank of America Home Loans February 2009 - August 2009
Kid Fit Sports August 2007 - February 2009
Accredited Home Lenders April 2006 - August 2007
Capital One Auto Finance December 2004 - March 2006
Olde Stockbrokers 1994 - 1996
Skills
Contract Negotiation, Credit, Sales, Mortgage Lending, Training, Loans, Management, Underwriting, Sales Operations, Mortgage Banking, Loan Origination, Financial Analysis, Marketing, Human Resources, Credit Risk, Banking, Risk Management, Credit Analysis, Finance
Education
Texas A&M University 1989 — 1992
BBA, Marketing
Trent Marsh's Olde Stockbrokers Experience January 1998 - June 2000
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones February 2013 - Present
BOK Financial September 2001 - February 2013
Morgan Stanley June 2000 - September 2001
OLDE Stockbrokers January 1998 - June 2000
Skills
Wealth Management, Portfolio Management, Retirement Planning, Investments, Risk Management, Strategic Financial..., Series 7, Asset Allocation
Education
Sam Houston State University 1996 — 1997
BBA, Business
Texas A&M University 1990 — 1994
Business
Edward Jones February 2013 - Present
BOK Financial September 2001 - February 2013
Morgan Stanley June 2000 - September 2001
OLDE Stockbrokers January 1998 - June 2000
Skills
Wealth Management, Portfolio Management, Retirement Planning, Investments, Risk Management, Strategic Financial..., Series 7, Asset Allocation
Education
Sam Houston State University 1996 — 1997
BBA, Business
Texas A&M University 1990 — 1994
Business
Mark Huhn, CFP®'s Olde Stockbrokers Experience 1994 - 1995
Job Vice President at Charles Schwab in La Jolla
Industry Financial Services
Experience
Charles Schwab September 2001 - Present
TD Waterhouse 1998 - 2001
Jack White & Co 1995 - 1998
Olde Stockbrokers 1994 - 1995
Citizens National Mortgage 1993 - 1994
Education
San Diego State University-California State University 2006 — 2008
CFP®, Certified Financial Planning Program
University of California, Santa Barbara 1985 — 1989
BA, Business Economics
Charles Schwab September 2001 - Present
TD Waterhouse 1998 - 2001
Jack White & Co 1995 - 1998
Olde Stockbrokers 1994 - 1995
Citizens National Mortgage 1993 - 1994
Education
San Diego State University-California State University 2006 — 2008
CFP®, Certified Financial Planning Program
University of California, Santa Barbara 1985 — 1989
BA, Business Economics
Renaud Delapierre's Olde Stockbrokers Experience October 1993 - November 1994
Job Northeast Director of Sales Strategy & Distribution
Industry Financial Services
Experience
Charles Schwab November 2009 - Present
Charles Schwab November 2004 - November 2009
Charles Schwab October 2003 - November 2004
Charles Schwab June 2000 - October 2003
Charles Schwab June 1998 - June 2000
Charles Schwab November 1994 - June 1998
Olde Stockbrokers October 1993 - November 1994
Skills
Series 7, 9, 10, 63, 66..., Series 7, Mutual Funds, Series 63, Wealth Management, Investments, Asset Allocation, Portfolio Management, Financial Services, Asset Management, Retirement Planning, Equities, Investment Advisory, Alternative Investments, Fixed Income, Strategic Financial..., Investment Strategies, Relationship Management, Securities, Retirement, Investment Management
Education
The George Washington University - School of Business 1988 — 1992
BBA, Economics & International Business
Lycee Francais de Washington 1979 — 1985
Charles Schwab November 2009 - Present
Charles Schwab November 2004 - November 2009
Charles Schwab October 2003 - November 2004
Charles Schwab June 2000 - October 2003
Charles Schwab June 1998 - June 2000
Charles Schwab November 1994 - June 1998
Olde Stockbrokers October 1993 - November 1994
Skills
Series 7, 9, 10, 63, 66..., Series 7, Mutual Funds, Series 63, Wealth Management, Investments, Asset Allocation, Portfolio Management, Financial Services, Asset Management, Retirement Planning, Equities, Investment Advisory, Alternative Investments, Fixed Income, Strategic Financial..., Investment Strategies, Relationship Management, Securities, Retirement, Investment Management
Education
The George Washington University - School of Business 1988 — 1992
BBA, Economics & International Business
Lycee Francais de Washington 1979 — 1985
Tim Bresnahan's Olde Stockbrokers Experience January 1987 - June 2000
Job Vice President Advisor Solutions at Newfound Research LLC
Industry Financial Services
Experience
Newfound Research LLC 2015 - Present
Motif Investing February 2015 - June 2015
Huntington Funds April 2013 - June 2014
RS Funds December 2007 - October 2012
Munder Capital Management April 2005 - December 2007
Fifth Third Securities March 2004 - April 2005
Comerica Securities June 2000 - March 2004
Olde Stockbrokers January 1987 - June 2000
Skills
Mutual Funds, Wealth Management, Series 7, Series 4, Series 8, Series 63, Series 66, Asset Allocation, 401k, Alternative Investments, Asset Management, Bonds, FINRA, Finance, Financial Advisory, Fixed Annuities, Investments, Retirement Planning, Securities, Uniform Combined State...
Education
Northern Michigan University
Bachelor of Applied Science (BASc), Geography
Newfound Research LLC 2015 - Present
Motif Investing February 2015 - June 2015
Huntington Funds April 2013 - June 2014
RS Funds December 2007 - October 2012
Munder Capital Management April 2005 - December 2007
Fifth Third Securities March 2004 - April 2005
Comerica Securities June 2000 - March 2004
Olde Stockbrokers January 1987 - June 2000
Skills
Mutual Funds, Wealth Management, Series 7, Series 4, Series 8, Series 63, Series 66, Asset Allocation, 401k, Alternative Investments, Asset Management, Bonds, FINRA, Finance, Financial Advisory, Fixed Annuities, Investments, Retirement Planning, Securities, Uniform Combined State...
Education
Northern Michigan University
Bachelor of Applied Science (BASc), Geography
Robert Wilder's Olde Stockbrokers Experience January 1996 - April 1998
Job Senior Project Manager High Speed Digital I/O Devices at National Instruments
Industry Electrical/Electronic Manufacturing
Experience
National Instruments August 2014 - Present
National Instruments December 2013 - Present
National Instruments January 2013 - December 2013
National Instruments September 2010 - December 2012
National Instruments November 2008 - August 2010
National Instruments March 2008 - October 2008
National Instruments June 2007 - March 2008
National Instruments July 2001 - June 2006
Olde Stockbrokers January 1996 - April 1998
Skills
Software Development, Software Project..., Embedded Systems, Agile Methodologies, Product Management, Scrum, Project Management, Agile Project Management, Lean Management, Process Improvement, Lean Software..., Risk Assessment, Risk Management, Lean Transformation, Lean Thinking, Product Development, Executive Coaching, Process Optimization, Process Management, Job Coaching, Persuasive Presentations, Presentations
Education
The University of Texas at Austin 1998 — 2001
BA, Computer Science
University of North Texas 1988 — 1992
BA, Economics, Political Science
National Instruments August 2014 - Present
National Instruments December 2013 - Present
National Instruments January 2013 - December 2013
National Instruments September 2010 - December 2012
National Instruments November 2008 - August 2010
National Instruments March 2008 - October 2008
National Instruments June 2007 - March 2008
National Instruments July 2001 - June 2006
Olde Stockbrokers January 1996 - April 1998
Skills
Software Development, Software Project..., Embedded Systems, Agile Methodologies, Product Management, Scrum, Project Management, Agile Project Management, Lean Management, Process Improvement, Lean Software..., Risk Assessment, Risk Management, Lean Transformation, Lean Thinking, Product Development, Executive Coaching, Process Optimization, Process Management, Job Coaching, Persuasive Presentations, Presentations
Education
The University of Texas at Austin 1998 — 2001
BA, Computer Science
University of North Texas 1988 — 1992
BA, Economics, Political Science
claude mooney's Olde Stockbrokers Experience 1982 - 1991
Job test tech at Aerotek
Industry Staffing and Recruiting
Experience
Aerotek April 2006 - Present
New Jersey Maintenance 1991 - 2001
N J Maintenance 1992 - 1999
Olde Stockbrokers 1982 - 1991
Skills
Quality Assurance, Validation, Testing, Calibration, Quality Control, Quality System, Manufacturing, Troubleshooting, Quality Management, Technical Recruiting, Sourcing, Leadership, Management, Root Cause Analysis
Education
Pfeiffer University 1972 — 1976
Bachelor's degree, Physical Sciences
Aerotek April 2006 - Present
New Jersey Maintenance 1991 - 2001
N J Maintenance 1992 - 1999
Olde Stockbrokers 1982 - 1991
Skills
Quality Assurance, Validation, Testing, Calibration, Quality Control, Quality System, Manufacturing, Troubleshooting, Quality Management, Technical Recruiting, Sourcing, Leadership, Management, Root Cause Analysis
Education
Pfeiffer University 1972 — 1976
Bachelor's degree, Physical Sciences
Jeff Reina's Olde Stockbrokers Experience 1994 - 1996
Job Vice President & Owner at TriFection Remodeling & Construction
Industry Construction
Experience
TriFection Remodeling & Construction February 2011 - Present
Bank of America Merrill Lynch June 2002 - February 2011
Credit Suisse August 2001 - May 2002
Washington Mutual 1997 - 1999
Merrill Lynch 1996 - 1997
Olde Stockbrokers 1994 - 1996
Skills
Asset Management, Business Strategy, Financial Analysis, Management, Customer Service, Valuation
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
Master of Business Administration (MBA), Finance and Accounting
Texas A&M University 1989 — 1993
Bachelor of Science, Economics
TriFection Remodeling & Construction February 2011 - Present
Bank of America Merrill Lynch June 2002 - February 2011
Credit Suisse August 2001 - May 2002
Washington Mutual 1997 - 1999
Merrill Lynch 1996 - 1997
Olde Stockbrokers 1994 - 1996
Skills
Asset Management, Business Strategy, Financial Analysis, Management, Customer Service, Valuation
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
Master of Business Administration (MBA), Finance and Accounting
Texas A&M University 1989 — 1993
Bachelor of Science, Economics
George Loeffler's Olde Stockbrokers Experience 1994 - 1994
Job Regional Manager at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group February 2010 - Present
Ice Cream Planet 2008 - 2009
Charles Schwab 2006 - 2008
Congess Street Financial 2004 - 2006
Scottrade 2000 - 2004
U.S. Bank 1996 - 2000
Olde Stockbrokers 1994 - 1994
Skills
Financial Services, Series 7, Series 4, Series 53, Series 24, Series 66, Series 63
Education
Arizona State University
Bachelor's Degree, Business Administration
Phi Delta Theta
AIG Advisor Group February 2010 - Present
Ice Cream Planet 2008 - 2009
Charles Schwab 2006 - 2008
Congess Street Financial 2004 - 2006
Scottrade 2000 - 2004
U.S. Bank 1996 - 2000
Olde Stockbrokers 1994 - 1994
Skills
Financial Services, Series 7, Series 4, Series 53, Series 24, Series 66, Series 63
Education
Arizona State University
Bachelor's Degree, Business Administration
Phi Delta Theta