oXYGen Financial Inc
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oXYGen Financial Inc Employees
oXYGen Financial Inc November 2013 - Present
Aim Systems, Inc. November 2011 - November 2013
BIS Benefits, Inc. June 2010 - September 2011
Wachovia, A Wells Fargo Company October 2009 - June 2010
MaxxAthlete March 2008 - April 2009
Skills
Series 7, Series 6, Series 65, Series 63, Life & Health Insurance..., Life Insurance, Health Insurance, Variable Products, eMoney Advisor software
Education
Florida State University 2004 — 2008
Bachelors, Marketing
Florida State University - College of Business 2004 — 2008
B.S., Marketing
oXYGen Financial Inc June 2013 - Present
LPL Financial May 2006 - May 2013
Bank of America/Nexstar Financial Corp. October 2003 - May 2006
Edward Jones July 1999 - October 2003
CMS Communications July 1998 - July 1999
Arcobasso Foods, Inc January 1998 - July 1998
Skills
Series 7, Mutual Funds, Securities, Customer Service, Insurance, Process Improvement, Uniform Combined State..., Outlook, Financial Planners, Fixed Annuities, Microsoft Excel, Marketing, FINRA
Education
Webster University 2003 — 2005
Masters of Arts; M.A, Legal Analysis
Southeast Missouri State University 1993 — 1997
Bachelors of Science Business Administration (B.S.B.A, Office Systems Management
Starwood Vacation Ownership October 2013 - Present
Matsuhisa July 2011 - October 2013
Kennesaw State University August 2007 - May 2010
oXYGen Financial Inc July 2009 - November 2009
Juniper Home September 2008 - February 2009
Atlanta Business Magazine February 2008 - October 2008
Skills
Microsoft Office, Advertising, Management, Customer Service, Sales
Education
Piedmont College 2002 — 2004
in progress, Biology, Chemistry
oXYGen Financial Inc February 2014 - July 2014
NestWise September 2012 - September 2013
Veritat Advisors (acquired by NestWise) January 2012 - September 2012
Ameriprise Financial September 2010 - June 2011
Ameriprise Financial May 2009 - January 2010
LongView Wealth Management January 2004 - December 2008
ARRIS May 1995 - January 2002
Hayes Microcomputer Products November 1992 - May 1995
Skills
Strategic Financial..., Investments, Wealth Management, Comprehensive Planning, Business Planning, Sales Management, Project Management, Strategic Planning, New Business Development, Sales, Financial Analysis, Business Strategy, Financial Modeling, Budgets, Telecommunications, Negotiation, Business Development, Business Analysis, Process Improvement, Product Management
Education
Oglethorpe University 1995 — 1997
Financial Planner Program
University of Kentucky 1976 — 1980
BSEE, Electrical Engineering
oXYGen Financial Inc January 2012 - Present
Ameriprise Financial May 2004 - January 2012
Sapphic Mahatmaz Oyez, Inc. August 1996 - May 2004
Skills
Wealth Management, Financial Planning, Investment Advisory, Series 7, Investments, Retirement Planning
Education
James Madison University 1986 — 1991
BA, Music Industry
St. John's College High School 1982 — 1986
High School Diploma
oXYGen Financial Inc August 2012 - Present
oXYGen Financial Inc March 2011 - August 2012
FSC Securities June 2007 - March 2011
FSC Securities November 2005 - June 2007
Burlington Soccer Club January 2005 - June 2005
Skills
New Business Development, Series 7, Business Networking, Relationship Development, Sales Process, Series 63, Cold Calling, Salesforce.com, Lead Generation, Personal Finance, Business Strategy, Building Relationships, Entrepreneurship, Sports Coaching, Inter-personal, Networking, Sales, Business Development, Recruiting, Licensed Life & Health..., Series 65
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2012
MBA
University of Georgia - Terry College of Business 2008 — 2009
Elon University 2001 — 2005
Bachelors of Science
D&M Equipment July 2014 - Present
Murdoch Oil Field Services May 2014 - Present
Deloitte Consulting June 2011 - July 2014
Wipro Technologies May 2009 - June 2011
Mazzone & Associates December 2008 - May 2009
oXYGen Financial Inc August 2008 - December 2008
Merrill Lynch May 2006 - August 2006
Skills
ERP, Business Analysis, Business Process, JD Edwards, Financial Modeling, Finance, Corporate Finance, Oracle E-Business Suite, Accounting, ERP Implementations, Business Process Design, Cost Accounting, Project Management, Mergers & Acquisitions, Financial Analysis, Budgets, EDI, Management Consulting, Supply Chain Management, Job Costing, Billing Systems, Accounts Payable, Business Valuation, Business Strategy, Accounts Receivable, General Ledger, Valuation, Visio, JDE Enterprise One, DCF Valuation, NPV, IFRS, Fixed Assets, Capital Assets, Oracle, Consolidation, Mergers, Contract Billing, Service Billing, Oil & Gas, Transportation..., Tanker Operations, Crude, Propane, Materials Management, Logistics
Education
Georgia State University 2004 — 2009
BBA, Finance
FMB Advisors January 2014 - Present
oXYGen Financial Inc March 2013 - March 2014
E*TRADE Financial September 2011 - March 2013
Waddell & Reed February 2009 - September 2011
Volunteer Income Tax Assistance Program January 2008 - April 2008
New York Life Insurance Company January 2007 - January 2008
Universal Financial Group January 2002 - August 2003
Skills
Strategic Financial..., Securities, Investments, Asset Management, Retirement Planning, Fixed Income, Series 7, Portfolio Management, Wealth Management, Equities, Financial Advisory, Financial Planners, Estate Planning, Financial Analysis, Relationship Management, Life Insurance, Asset Managment, Retirement, Investment Strategies
Education
The University of Georgia 2003 — 2008
Bachelors, Family Financial Planning
oXYGen Financial Inc July 2012 - Present
Downtown Development Authority - City of Chamblee March 2013 - Present
Your Smart Money Moves September 2012 - Present
Chamblee Chamber of Commerce December 2013 - January 2015
Chamblee Business Association January 2012 - December 2013
Chamblee Parks & Rec Advisory November 2011 - December 2013
CEI Financial Planning October 1999 - June 2012
Best Buy September 1997 - October 1999
Revco Drugs March 1996 - September 1997
Skills
Retirement Planning, Investments, Long-term Care, Estate Planning, Health Insurance, Alternative Investments, Term Life Insurance, Qualified Retirement..., Real Estate, Certified Financial..., Roth IRA, insurance planning, investment planning, Tax Planning Strategies
Education
Georgia Southern University - College of Business Administration 1990 — 1995
Finance, Real Estate
Riverwood High
AirWatch by VMware September 2014 - Present
La Unidad Latina, Lambda Upsilon Lambda Fraternity, Inc. October 2013 - Present
AirWatch February 2014 - September 2014
La Unidad Latina, Lambda Upsilon Lambda Fraternity, Inc. July 2013 - July 2014
oXYGen Financial Inc January 2013 - February 2014
Response Mine Interactive April 2012 - October 2012
Mitman, Reese, and Associates Inc. (A subsidiary of Ameriprise Financial Services, Inc.) May 2011 - August 2011
Axis of Awesome August 2010 - August 2011
Skills
Social Media Marketing, Personal Branding, Brand Development, Customer Relations, Customer Service, Event Planning, Event Management, Event Marketing, Guerrilla Marketing, Community Outreach, Community Relations, Time Management, Budgeting, Public Speaking, Writing, Proposal Writing, Creative Writing, Resume Writing, Personnel Supervision, Training & Development, SEO, Budgets, Community Management, Community Marketing, Community Strategy, Leadership Development, Workshop Facilitation, Leadership, Business Planning, Social Media, Email Marketing, Online Marketing, Analysis, Marketing, Digital Marketing, PowerPoint, Management, Research, Press Releases, Advertising, Microsoft Excel, Google Analytics, Entrepreneurship, Strategic Planning, PPC, Content Strategy, YouTube, Spanish, Public Relations, Website Development
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2012
B.B.A., Finance
oXYGen Financial Inc June 2014 - July 2014
Kennesaw State University July 2012 - September 2013
Menchie's Frozen Yogurt July 2011 - December 2012
Skills
Public Speaking, Social Media, Writing, Communication, Project Management, Organization, Leadership, Microsoft Office, Time Management, Research, Meet Deadlines, Teamwork, Marketing, Event Planning
Education
Kennesaw State University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Marketing (Minor in Professional Writing), 4.0 in Coles College of Business (3.94 Overall)
oXYGen Financial Inc January 2013 - May 2013
East Cobb Petsitting July 2012 - January 2013
PetSmart October 2005 - September 2010
Belk November 2008 - January 2009
Edward-Johns Jewelry May 2008 - August 2008
Skills
Customer Service, Word, PowerPoint, Microsoft Office, Retail, Telephone Skills, Event Planning, Facebook, SPSS, Stores, Customer Relations, Psychology, Customer Satisfaction, Sociology, Feminism, Gender Studies, Religious Studies, Philosophy of Religion, Metaphysics, Buddhism, Islam, Mythology, Folklore, Cultural Anthropology, Gemology, Microsoft Word, Research, Access, Adobe Acrobat, Team Leadership, Fundraising, Outlook, Merchandising, Training, Leadership, Microsoft Excel
Education
Kennesaw State University 2008 — 2013
Bachelor of Science (BS), Sociology
Georgia Perimeter College 2004 — 2008
Associate of the Science, Psychology
Dancers of the Harem
Blackmore Partners December 2012 - October 2013
Chase May 2012 - November 2012
oXYGen Financial Inc October 2008 - March 2012
JPMorgan Chase November 2006 - February 2008
Standard & Poor's April 2005 - November 2006
Standard Chartered Bank July 2003 - March 2005
Skills
Microsoft Office, Reuters, Bloomberg, Financial Sales, Valuation, Corporate Finance, DCF, Investment Banking, Oracle Financial, SAP FICO, Asset Management, Banking, Mergers & Acquisitions, Fixed Income, Analysis, Sales Finance, Finance, Financial Reporting
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2011
MBA, Corporate Finance, Investment Banking
ICFAI Hydrebad 2004 — 2006
Masters, Treasury Foreign Exchange and Risk Management
N L Dalmiya 2004 — 2006
Masters of Commerce, Managment Masters M Com
R A Podar (Mumbai) 1998 — 2003
B COM, Accounting and Economics
Mary Immaculate Girls High School
Nomura Securities October 2014 - Present
RBS Markets & International Banking April 2013 - October 2014
Backlash Solutions August 2012 - July 2013
JPMorgan Chase June 2012 - September 2012
oXYGen Financial Inc May 2011 - July 2011
Marcus & Millichap January 2011 - May 2011
Georgia Aquarium June 2010 - August 2010
Skills
Finance, Valuation, Analysis, Access, Data Analysis, Due Diligence, Competitive Analysis, Asset Managment, Investments, Equities, Management, Financial Analysis, Financial Modeling, Royalties, Mechanicals, Regression Testing, Usability Testing, Business Development, Business Analysis, Management Consulting, Social Media, Recruiting, Forecasting, Marketing, VBA, HTML, CRM, SQL, Microsoft Office, Microsoft Excel, PowerPoint
Education
Stetson University 2008 — 2012
Majors in Finance & Economics, Minors in International Studies & Applied Statistics
Stetson University 2008 — 2012
Bachelor of Business Administration (BBA), finance
oXYGen Financial Inc March 2012 - June 2013
Thomas Kettering, CFP April 2010 - February 2012
PPA Advisory Services, September 2002 - February 2010
American Express Financial Advisors May 2000 - August 2002
Hartford Life January 2001 - February 2002
Skills
Financial Services, Employee Benefits, Negotiation, Estate Planning, Investments, Retirement Planning, Fixed Annuities, Retirement, Wealth Management, Investment Advisory, Mutual Funds, Asset Allocation, Investment Strategies, Portfolio Management, Long-term Care
Education
University of Montana
Economics
Sitewire December 2014 - Present
Sitewire October 2014 - December 2014
G/O Digital August 2014 - October 2014
RIESTER May 2014 - August 2014
Cumulus Media May 2012 - August 2012
oXYGen Financial Inc May 2012 - July 2012
Skills
Microsoft Office, PowerPoint, Social Media, Photoshop, Accounting, Teamwork, Market Research, Social Networking, Google Adwords, Microsoft Excel, Social Media Marketing, Microsoft Word, Customer Service, Financial Analysis, Research, Public Speaking, Outlook, Access, Final Cut Pro, Business Writing, Video Editing, Video Production, Final Cut Studio
Education
Arizona State University 2010 — 2014
Bachelor of Science (BS), Marketing
oXYGen Financial Inc December 2008 - Present
American Express Financial Advisors September 2002 - December 2008
MCI Corporation September 1986 - February 2001
Skills
Retirement Planning, Financial Advisory, Investment Advisory, Estate Planning, Insurance, Qualified Retirement..., Wealth Management
Education
University of Rochester
MBA, Finance and Accounting
SUNY Oneonta
BA, Business Economics
oXYGen Financial Inc January 2009 - Present
The Atlanta-Journal Constituion October 2013 - Present
YourSmartMoneyMoves.com January 2010 - Present
Skills
Financial Planning, Small Business, Wealth Management, Personal Finance, Investments, Fundraising, Business Planning, Social Networking, Non-profits, Strategic Planning, Succession Planning, Strategic Financial..., Entrepreneurship, Public Speaking, Estate Planning, Finance, Leadership, Financial Analysis, Nonprofits, Business Strategy, Management, Financial Advisory, Financial Services, Investment Advisory, Series 7
Education
College for Financial Planning 2011 — 2013
Oglethorpe University 2010 — 2011
Certified Financial Planning Program, CFP
Oberlin College 2001 — 2005
Bachelor of Arts, Mathematics and History
oXYGen Financial Inc October 2014 - Present
The Dempsey Companies May 2014 - October 2014
ASPIRE Clinic January 2014 - May 2014
Georgia Museum of Art August 2011 - May 2012
University of Georgia - College of Education August 2010 - May 2011
Education
The University of Georgia 2010 — 2014
Bachelor of Science (B.S.), Family Financial Planning
oXYGen Financial Inc May 2012 - Present
Edward Jones June 2011 - April 2012
Merrill Lynch May 2010 - September 2010
Skills
Personal Financial..., Financial Advisory, Wealth Management, Strategic Financial..., Financial Goals, Portfolio Management, Uniform Combined State..., Retirement Planning, 401k Rollovers, Saving for Education, Investment Advisory, College Savings, College Savings Plans, Wealth Accumulation..., IRAs, Investment Strategies, Retirement, Roth IRA, Mutual Funds, Simple IRA, Asset Allocation
Education
Jacksonville State University 2006 — 2010
Bachelor of Science (B.S.), Finance
Jacksonville State University 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
Allscripts August 2013 - Present
Vitalize Consulting Solutions, an SAIC company January 2012 - April 2013
South Nassau Communities Hospital March 2013 - March 2013
Children's of Alabama April 2012 - December 2012
Kforce Inc. January 2012 - January 2012
Kforce Inc. April 2010 - December 2011
oXYGen Financial Inc January 2009 - May 2009
Skills
Technical Recruiting, Talent Acquisition, Sourcing, Applicant Tracking..., Internet Recruiting, Staffing Services, Contract Recruitment, Recruiting, Benefits Negotiation, Temporary Placement, Screening Resumes, Cold Calling, Screening, Human Resources, College Recruiting, Executive Search, Temporary Staffing, Microsoft Office, Microsoft Excel, Process Improvement, Training, Information Technology
Education
Georgia State University - J. Mack Robinson College of Business 2004 — 2009
Bachelor of Business Administration (BBA), Finance