Personal Economics Group
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Personal Economics Group Employees
Employee
Years
Job
Industry
Kasandra Vitacca Mitchell Kasandra Vitacca Mitchell's Personal Economics Group Experience May 2008 - August 2011
Job Wealth Educator, Speaker, Personal Economic Advisor
Industry Financial Services
Experience
Epiphany Financial January 2008 - Present
Vitacca Productions & Company May 2012 - Present
Personal Economics Group May 2008 - August 2011
The Lionheart Group December 2007 - October 2009
Young Presidents' Organization January 2007 - September 2007
Meeting Professionals International December 2004 - August 2005
AT&T 2003 - 2004
Associated Builders & Contractors July 1999 - August 2002
Skills
Economics Based Planning, Life Insurance as an..., Holistic Wealth Advising, Project Planning, Public Speaking, Strategic Planning, Event Planning, Marketing, Economics, Life Insurance, Entrepreneurship, Coaching, Strategy, Risk Management, New Business Development, Training, Management, Networking, Business Development, Leadership, Sales Management, Recruiting, Insurance, Start-ups, Staff Development, Sales, Team Building, Non-profits, Leadership Development, Employee Benefits, Account Management, Investments, Fundraising, Customer Service, Nonprofits, Small Business, Personal Finance, Strategic Financial..., Social Networking, Budgets, CRM, Finance, Business Strategy
Education
Stanford University 1992 — 1993
MA, Education
Stanford University 1988 — 1992
BA, History
Epiphany Financial January 2008 - Present
Vitacca Productions & Company May 2012 - Present
Personal Economics Group May 2008 - August 2011
The Lionheart Group December 2007 - October 2009
Young Presidents' Organization January 2007 - September 2007
Meeting Professionals International December 2004 - August 2005
AT&T 2003 - 2004
Associated Builders & Contractors July 1999 - August 2002
Skills
Economics Based Planning, Life Insurance as an..., Holistic Wealth Advising, Project Planning, Public Speaking, Strategic Planning, Event Planning, Marketing, Economics, Life Insurance, Entrepreneurship, Coaching, Strategy, Risk Management, New Business Development, Training, Management, Networking, Business Development, Leadership, Sales Management, Recruiting, Insurance, Start-ups, Staff Development, Sales, Team Building, Non-profits, Leadership Development, Employee Benefits, Account Management, Investments, Fundraising, Customer Service, Nonprofits, Small Business, Personal Finance, Strategic Financial..., Social Networking, Budgets, CRM, Finance, Business Strategy
Education
Stanford University 1992 — 1993
MA, Education
Stanford University 1988 — 1992
BA, History
Bill Barnes Bill Barnes's Personal Economics Group Experience January 2015 - Present
Job Dallas Financial Planner, over 20 years financial experience, 10 years oil and gas experience, and startup experience
Industry Oil & Energy
Experience
Personal Economics Group January 2015 - Present
Barnes Oil and Gas LLC June 2007 - Present
B&R Energy November 2004 - Present
MirGroup June 2010 - October 2010
Brookstreet Securities April 2005 - July 2007
Charles Schwab April 2001 - November 2004
Charles Schwab September 1998 - April 2001
Charles Schwab November 1995 - September 1998
Charles Schwab March 1993 - November 1995
Skills
Financial Modeling, Data Analysis, Project Management, Business Strategy, Customer Service, Process Improvement, Risk Management, Risk Analysis, Business Process..., Management, Mergers & Acquisitions, Internal Controls, Cross-functional Team..., Financial Analysis, Project Planning, Leadership, Management Consulting, Program Management, Accounting, Business Development, Banking, Strategic Planning, Forecasting, Due Diligence, Auditing, Strategy, Analysis, Start-ups, Training, Finance, Six Sigma, Executive Management, Business Analysis, Investments, Access, Security, Cloud Computing, Project Portfolio..., Vendor Management, Business Intelligence, IT Strategy, Outsourcing, Business Planning, Business Process, Sales, Integration, Operations Management, Change Management, Product Management, Financial Risk
Education
Six Sigma
Lean Six Sigma - Green Belt
Thunderbird School of Global Management 1990 — 1991
MIM, Intl Finance, Mandarin, Asian Studies
Southern Methodist University 1985 — 1989
Bachelor of Arts, Psychology
Jesuit College Prep 1981 — 1985
Personal Economics Group January 2015 - Present
Barnes Oil and Gas LLC June 2007 - Present
B&R Energy November 2004 - Present
MirGroup June 2010 - October 2010
Brookstreet Securities April 2005 - July 2007
Charles Schwab April 2001 - November 2004
Charles Schwab September 1998 - April 2001
Charles Schwab November 1995 - September 1998
Charles Schwab March 1993 - November 1995
Skills
Financial Modeling, Data Analysis, Project Management, Business Strategy, Customer Service, Process Improvement, Risk Management, Risk Analysis, Business Process..., Management, Mergers & Acquisitions, Internal Controls, Cross-functional Team..., Financial Analysis, Project Planning, Leadership, Management Consulting, Program Management, Accounting, Business Development, Banking, Strategic Planning, Forecasting, Due Diligence, Auditing, Strategy, Analysis, Start-ups, Training, Finance, Six Sigma, Executive Management, Business Analysis, Investments, Access, Security, Cloud Computing, Project Portfolio..., Vendor Management, Business Intelligence, IT Strategy, Outsourcing, Business Planning, Business Process, Sales, Integration, Operations Management, Change Management, Product Management, Financial Risk
Education
Six Sigma
Lean Six Sigma - Green Belt
Thunderbird School of Global Management 1990 — 1991
MIM, Intl Finance, Mandarin, Asian Studies
Southern Methodist University 1985 — 1989
Bachelor of Arts, Psychology
Jesuit College Prep 1981 — 1985
Eric S. Alexander Eric S. Alexander's Personal Economics Group Experience March 2009 - Present
Job Financial Advisor at Personal Economics Group
Industry Financial Services
Experience
Personal Economics Group March 2009 - Present
Texas Instruments - DLP April 2008 - January 2009
Texas Instruments - DLP July 2007 - April 2008
Texas Instruments - DLP May 2006 - July 2007
Texas Instruments - DLP June 2004 - May 2006
Texas Instruments - ET December 2002 - June 2004
Fujitsu Network Communications June 1999 - December 2002
Education
Southern Methodist University - Cox School of Business 2005 — 2007
MBA, Marketing and Strategy
Texas Tech University 1994 — 1999
BS, Industrial Engineering
Personal Economics Group March 2009 - Present
Texas Instruments - DLP April 2008 - January 2009
Texas Instruments - DLP July 2007 - April 2008
Texas Instruments - DLP May 2006 - July 2007
Texas Instruments - DLP June 2004 - May 2006
Texas Instruments - ET December 2002 - June 2004
Fujitsu Network Communications June 1999 - December 2002
Education
Southern Methodist University - Cox School of Business 2005 — 2007
MBA, Marketing and Strategy
Texas Tech University 1994 — 1999
BS, Industrial Engineering
L. Alix Foster II L. Alix Foster II's Personal Economics Group Experience January 2010 - Present
Job Retirement Distribution at Personal Economics Group
Industry Financial Services
Experience
Personal Economics Group January 2010 - Present
Spectrum Financial Group December 2008 - January 2010
Johnny Carino's 2004 - 2006
Education
Southwestern Assemblies of God University 2003 — 2007
BS, Business Adminstration
Frank Phillips College 2001 — 2003
Personal Economics Group January 2010 - Present
Spectrum Financial Group December 2008 - January 2010
Johnny Carino's 2004 - 2006
Education
Southwestern Assemblies of God University 2003 — 2007
BS, Business Adminstration
Frank Phillips College 2001 — 2003
Joaquin Duke Wilwayco Joaquin Duke Wilwayco's Personal Economics Group Experience April 2009 - February 2014
Job Independent Financial Services Professional
Industry Insurance
Experience
SynergiaDGW February 2014 - Present
Personal Economics Group April 2009 - February 2014
Sapient Financial Group/MassMutual 2006 - 2008
Cornerstone Financial Group December 2000 - July 2004
New York Life Long-Term Care 1991 - 1997
New York Life Insurance Company 1991 - 1997
New York Life 1990 - 1991
Manufacturers Life (Manulife Financial) 1986 - 1989
Skills
Retirement, Fixed Annuities, Life Insurance, Insurance, Strategic Financial..., Long-term Care, Retirement Planning, Retirement Savings, Disability Insurance, Wealth Management, Financial Services, Estate Planning, Wealth, College Savings Plans, IRAs, Financial Advisory, Financial Planning
Education
San Beda College 1966 — 1970
Liberal Arts, Philosophy - Political Science
Our Lady of the Sacred Heart Academy 1956 — 1966
SynergiaDGW February 2014 - Present
Personal Economics Group April 2009 - February 2014
Sapient Financial Group/MassMutual 2006 - 2008
Cornerstone Financial Group December 2000 - July 2004
New York Life Long-Term Care 1991 - 1997
New York Life Insurance Company 1991 - 1997
New York Life 1990 - 1991
Manufacturers Life (Manulife Financial) 1986 - 1989
Skills
Retirement, Fixed Annuities, Life Insurance, Insurance, Strategic Financial..., Long-term Care, Retirement Planning, Retirement Savings, Disability Insurance, Wealth Management, Financial Services, Estate Planning, Wealth, College Savings Plans, IRAs, Financial Advisory, Financial Planning
Education
San Beda College 1966 — 1970
Liberal Arts, Philosophy - Political Science
Our Lady of the Sacred Heart Academy 1956 — 1966
Mary Lyons's Personal Economics Group Experience June 2008 - Present
Job Financial Advisor at Personal Economics Group
Industry Financial Services
Experience
Personal Economics Group June 2008 - Present
Financial Process Group March 2006 - June 2008
Education
The University of Texas at Austin 1999 — 2003
Bachelor's Degree, Plan II, Journalism
Personal Economics Group June 2008 - Present
Financial Process Group March 2006 - June 2008
Education
The University of Texas at Austin 1999 — 2003
Bachelor's Degree, Plan II, Journalism
Jessica Cazares's Personal Economics Group Experience January 2012 - Present
Job Business Development and Economic Strategist at PEG
Industry Marketing and Advertising
Experience
Personal Economics Group January 2012 - Present
Darling Homes May 2010 - September 2011
David Weekley Homes April 2002 - May 2010
Soverign Homes July 2001 - March 2002
Education
Texas Tech University - Rawls College of Business 1996 — 2001
BBA, Marketing, Minor in Human Sciences
Personal Economics Group January 2012 - Present
Darling Homes May 2010 - September 2011
David Weekley Homes April 2002 - May 2010
Soverign Homes July 2001 - March 2002
Education
Texas Tech University - Rawls College of Business 1996 — 2001
BBA, Marketing, Minor in Human Sciences
Biff Jaeger -- Registered Representative's Personal Economics Group Experience August 2008 - Present
Job
Industry Financial Services
Experience
Personal Economics Group August 2008 - Present
Education
PGA of America Business Sch 1970 1970 — 1970
Member 1968-1990 ,Class A 1971-1990, Teaching, merchandising, Golf Operations
US AIR Force 1963 — 1967
Electronics
Auburn University 1960 — 1963
none, Physics
Personal Economics Group August 2008 - Present
Education
PGA of America Business Sch 1970 1970 — 1970
Member 1968-1990 ,Class A 1971-1990, Teaching, merchandising, Golf Operations
US AIR Force 1963 — 1967
Electronics
Auburn University 1960 — 1963
none, Physics
Pat Magid's Personal Economics Group Experience September 2011 - Present
Job Financial Advisor at PEG Planning
Industry Financial Services
Experience
Personal Economics Group September 2011 - Present
Studio Gallery, Inc February 1971 - December 2010
Providence Healthcare Network March 1994 - August 1997
Providence Healthcare Network June 1992 - June 1994
Providence Healthcare Network June 1971 - June 1976
Education
Hillcrest Nursing School 1969 — 1971
Diploma, Registered Nursing/Registered Nurse
The University of Texas at Austin 1968 — 1970
Registered Nursing/Registered Nurse
Mclennan Community College 1966 — 1968
Associate of Arts and Sciences (A.A.S.), Registered Nursing/Registered Nurse
Personal Economics Group September 2011 - Present
Studio Gallery, Inc February 1971 - December 2010
Providence Healthcare Network March 1994 - August 1997
Providence Healthcare Network June 1992 - June 1994
Providence Healthcare Network June 1971 - June 1976
Education
Hillcrest Nursing School 1969 — 1971
Diploma, Registered Nursing/Registered Nurse
The University of Texas at Austin 1968 — 1970
Registered Nursing/Registered Nurse
Mclennan Community College 1966 — 1968
Associate of Arts and Sciences (A.A.S.), Registered Nursing/Registered Nurse
Terry Rose's Personal Economics Group Experience April 2008 - January 2015
Job CEO TerryRoseInsurance.com
Industry Financial Services
Experience
Capital Insurance Group March 2014 - Present
League of Lions May 2014 - January 2015
Personal Economics Group April 2008 - January 2015
Skills
Strategic Financial..., Insurance, Financial Services, Investments, Sales, Finance, Fixed Annuities, Small Business, Retirement, Retirement Planning, Life Insurance, Marketing, Banking, Financial Advisory, Whole Life, Wealth Accumulation, Business Planning, Term Life Insurance, Customer Service, Financial Planning, Team Building, Strategic Planning, Public Speaking, Sales Management, Marketing Strategy, Account Management, New Business Development
Education
Texarkana College 1984 — 1986
Business Administration and Management, General
Hooks High School 1979 — 1983
Diploma, General
Capital Insurance Group March 2014 - Present
League of Lions May 2014 - January 2015
Personal Economics Group April 2008 - January 2015
Skills
Strategic Financial..., Insurance, Financial Services, Investments, Sales, Finance, Fixed Annuities, Small Business, Retirement, Retirement Planning, Life Insurance, Marketing, Banking, Financial Advisory, Whole Life, Wealth Accumulation, Business Planning, Term Life Insurance, Customer Service, Financial Planning, Team Building, Strategic Planning, Public Speaking, Sales Management, Marketing Strategy, Account Management, New Business Development
Education
Texarkana College 1984 — 1986
Business Administration and Management, General
Hooks High School 1979 — 1983
Diploma, General
Ben Waggoner's Personal Economics Group Experience 2008 - Present
Job Advisor
Industry Financial Services
Experience
Personal Economics Group 2008 - Present
Financial Process Group 1999 - 2008
MONY Securities Corp 1995 - 1999
Skills
Strategic Planning, Public Speaking, Strategy, Team Building, Project Management, Marketing, Program Management, Coaching, Management, Business Development, Cross-functional Team..., Business Strategy, Training, Leadership
Education
Texas A&M University 1989 — 1994
BBA Finance, Investment Banking, Personal Finance
Personal Economics Group 2008 - Present
Financial Process Group 1999 - 2008
MONY Securities Corp 1995 - 1999
Skills
Strategic Planning, Public Speaking, Strategy, Team Building, Project Management, Marketing, Program Management, Coaching, Management, Business Development, Cross-functional Team..., Business Strategy, Training, Leadership
Education
Texas A&M University 1989 — 1994
BBA Finance, Investment Banking, Personal Finance