PFS Investments
Industry: Company
DescriptionHeadquarters: Duluth, GA Parent organization: Primerica
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PFS Investments Employees
Employee
Years
Job
Industry
Fernando Chacon Fernando Chacon's PFS Investments Experience November 2013 - Present
Job Manager at North Lake ALF
Industry Hospital & Health Care
Experience
PFS Investments November 2013 - Present
North Lake ALF March 2003 - Present
Banco de Guayaquil February 2001 - January 2003
Skills
Microsoft Office, Change Management, Process Improvement, Healthcare, Project Management, Hospitals, Strategic Planning, Microsoft Excel, Customer Service, Management, Policy, Budgets, Recruiting, Project Planning, Training, Financial Reporting, Data Analysis, Team Building, Analysis, Coaching, Insurance, Financial Analysis, Finance, Business Development, New Business Development, Healthcare Management, Public Speaking, Leadership, Medicare, Medicaid, Marketing Strategy
Education
Nova Southeastern University 2008 — 2011
Liceo Cristiano 1995 — 2001
Business Administration, Management and Operations
PFS Investments November 2013 - Present
North Lake ALF March 2003 - Present
Banco de Guayaquil February 2001 - January 2003
Skills
Microsoft Office, Change Management, Process Improvement, Healthcare, Project Management, Hospitals, Strategic Planning, Microsoft Excel, Customer Service, Management, Policy, Budgets, Recruiting, Project Planning, Training, Financial Reporting, Data Analysis, Team Building, Analysis, Coaching, Insurance, Financial Analysis, Finance, Business Development, New Business Development, Healthcare Management, Public Speaking, Leadership, Medicare, Medicaid, Marketing Strategy
Education
Nova Southeastern University 2008 — 2011
Liceo Cristiano 1995 — 2001
Business Administration, Management and Operations
Essovi Akpona Essovi Akpona's PFS Investments Experience August 2014 - Present
Job Limited Representative at PFS Investments
Industry Financial Services
Experience
PFS Investments August 2014 - Present
US Army December 2012 - January 2014
B Co/31st Combat Support Hospital July 2012 - December 2012
HHT/1-73 CAV January 2010 - July 2012
Skills
Leadership, Management, Strategic Planning, Army, Team Leadership, Military, Military Operations, Security Clearance, Leadership Development, Operations Management, Team Building, Analysis, Networking, Organizational..., Strategy
Education
Campbell University 2007 — 2009
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
University of Lome 2000 — 2002
Master's Degree, Management
University of Lome 1996 — 2000
Bachelor's Degree, Management
PFS Investments August 2014 - Present
US Army December 2012 - January 2014
B Co/31st Combat Support Hospital July 2012 - December 2012
HHT/1-73 CAV January 2010 - July 2012
Skills
Leadership, Management, Strategic Planning, Army, Team Leadership, Military, Military Operations, Security Clearance, Leadership Development, Operations Management, Team Building, Analysis, Networking, Organizational..., Strategy
Education
Campbell University 2007 — 2009
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
University of Lome 2000 — 2002
Master's Degree, Management
University of Lome 1996 — 2000
Bachelor's Degree, Management
Tamisha Lewis Tamisha Lewis's PFS Investments Experience November 2010 - Present
Job PFS Agent
Industry Financial Services
Experience
PFS Investments November 2010 - Present
Philadelphia Marriott Downtown February 2008 - Present
Skills
PowerPoint, Retirement Planning, Strategic Financial..., Microsoft Office, Customer Service, Coaching, Financial Analysis, Insurance, Budgets, Team Building, Sales, Hospitality, Customer Satisfaction, Financial Planning, Management, Public Speaking, Leadership, Social Networking, Event Planning
Education
Johnson & Wales University 1990 — 1994
Bachelors, Hospitality Management
PFS Investments November 2010 - Present
Philadelphia Marriott Downtown February 2008 - Present
Skills
PowerPoint, Retirement Planning, Strategic Financial..., Microsoft Office, Customer Service, Coaching, Financial Analysis, Insurance, Budgets, Team Building, Sales, Hospitality, Customer Satisfaction, Financial Planning, Management, Public Speaking, Leadership, Social Networking, Event Planning
Education
Johnson & Wales University 1990 — 1994
Bachelors, Hospitality Management
Michael L. Trone's PFS Investments Experience May 2009 - Present
Job Vice President of Sales and Marketing at Lamboo Technologies, USA, Europe, Asia
Industry Investment Management
Experience
PFS Investments May 2009 - Present
Kraft Foods Group May 1987 - March 2013
Skills
Sales Operations, Management, Sales, Strategy, Retirement, 401k, Strategic Financial..., Portfolio Management, Financial Analysis, Business Strategy, Market Research, Relationship Management, Marketing Strategy, Insurance, New Business Development, Marketing, Sales Management
Education
Illinois Central College 1985 — 1987
Marketing/Marketing Management, General
San Jose
PFS Investments May 2009 - Present
Kraft Foods Group May 1987 - March 2013
Skills
Sales Operations, Management, Sales, Strategy, Retirement, 401k, Strategic Financial..., Portfolio Management, Financial Analysis, Business Strategy, Market Research, Relationship Management, Marketing Strategy, Insurance, New Business Development, Marketing, Sales Management
Education
Illinois Central College 1985 — 1987
Marketing/Marketing Management, General
San Jose
Amber Cruz Amber Cruz's PFS Investments Experience October 2013 - Present
Job Divison Manager at PFS Investments
Industry Financial Services
Experience
PFS Investments October 2013 - Present
Education
Grand Canyon University 2013 — 2015
PFS Investments October 2013 - Present
Education
Grand Canyon University 2013 — 2015
William McClure William McClure's PFS Investments Experience April 2013 - Present
Job Financial Analyst at PFS Investments
Industry Financial Services
Experience
PFS Investments April 2013 - Present
Mike's Carwash, Inc. January 2012 - Present
Skills
Inventory Management, Retail, Customer Service, Time Management, Merchandising, Sales, Inventory Control, Customer Satisfaction, Management, Recruiting, Customer Experience
Education
Central Michigan University 2009 — 2012
Bachelor of Business Administration (B.B.A.)
Lake Land College 2007 — 2009
Associate of Arts (A.A.)
PFS Investments April 2013 - Present
Mike's Carwash, Inc. January 2012 - Present
Skills
Inventory Management, Retail, Customer Service, Time Management, Merchandising, Sales, Inventory Control, Customer Satisfaction, Management, Recruiting, Customer Experience
Education
Central Michigan University 2009 — 2012
Bachelor of Business Administration (B.B.A.)
Lake Land College 2007 — 2009
Associate of Arts (A.A.)
Tyisha Smith, M.B.A. Tyisha Smith, M.B.A.'s PFS Investments Experience November 2010 - Present
Job Recruiter
Industry Financial Services
Experience
PFS Investments November 2010 - Present
Education
Arcadia University
MBA, International Business
Temple University
Business
Villanova University
M.S. Human Resource Management
PFS Investments November 2010 - Present
Education
Arcadia University
MBA, International Business
Temple University
Business
Villanova University
M.S. Human Resource Management
Billie Nolan Billie Nolan's PFS Investments Experience April 2008 - Present
Job Student at Wright State University
Industry Consumer Services
Experience
Primerica March 2009 - Present
PFS Investments April 2008 - Present
Sumco Phoenix Corp October 2007 - November 2009
Kohls 2008 - 2009
Triumph Energy September 2006 - September 2007
Moraine Assembly, GM August 2000 - June 2006
Skills
Innovative Thinking, Creative Problem Solving, Organizational..., Public Speaking, Team Leadership, Problem Solving, Customer Service, PowerPoint, Customer Relations, Leadership Development, Microsoft Office, Insurance, Process Improvement, Financial Planning, Financial Analysis, Budgeting, Budgets, Strategic Financial...
Education
Wright State University 2011 — 2012
BA, Organizational Leadership
Wright State University 2011 — 2012
BA, Organizational Leadership
Sinclair Community College 1997 — 1999
DNA, Business Administration and Management, General
Preble Shawnee High School 1984 — 1988
Diploma
Primerica March 2009 - Present
PFS Investments April 2008 - Present
Sumco Phoenix Corp October 2007 - November 2009
Kohls 2008 - 2009
Triumph Energy September 2006 - September 2007
Moraine Assembly, GM August 2000 - June 2006
Skills
Innovative Thinking, Creative Problem Solving, Organizational..., Public Speaking, Team Leadership, Problem Solving, Customer Service, PowerPoint, Customer Relations, Leadership Development, Microsoft Office, Insurance, Process Improvement, Financial Planning, Financial Analysis, Budgeting, Budgets, Strategic Financial...
Education
Wright State University 2011 — 2012
BA, Organizational Leadership
Wright State University 2011 — 2012
BA, Organizational Leadership
Sinclair Community College 1997 — 1999
DNA, Business Administration and Management, General
Preble Shawnee High School 1984 — 1988
Diploma
Stephen Streets's PFS Investments Experience October 2014 - Present
Job Operations Analyst 2 at Primerica
Industry Financial Services
Experience
PFS Investments October 2014 - Present
Primerica October 2014 - Present
Skills
Finance, Financial Analysis, FINRA Series 6, BNY Mellon Web Image, Investments, Microsoft Excel, Microsoft Office, Ability to achieve..., Strong analytical and..., Proficient in Microsoft..., Excellent rapport..., Attention to detail and..., Research, Public Speaking, Time Management, Insurance, Sales, Customer Service, Management
Education
Georgia Southern University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Coastal Carolina University 2009 — 2010
Accounting and Finance
RHAM High School 2005 — 2009
PFS Investments October 2014 - Present
Primerica October 2014 - Present
Skills
Finance, Financial Analysis, FINRA Series 6, BNY Mellon Web Image, Investments, Microsoft Excel, Microsoft Office, Ability to achieve..., Strong analytical and..., Proficient in Microsoft..., Excellent rapport..., Attention to detail and..., Research, Public Speaking, Time Management, Insurance, Sales, Customer Service, Management
Education
Georgia Southern University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Coastal Carolina University 2009 — 2010
Accounting and Finance
RHAM High School 2005 — 2009
Steven Leach Steven Leach's PFS Investments Experience November 2003 - July 2008
Job Investment Adviser Representative
Industry Financial Services
Experience
Voya Financial Advisors January 2011 - Present
Beaumont Chamber of Commerce 2010 - 2014
Waddell & Reed July 2008 - January 2011
PFS Investments November 2003 - July 2008
Enterprise Rent-A-Car January 1997 - October 2002
APC June 1988 - December 1996
Education
California State Polytechnic University-Pomona 1991 — 1994
Bachelors of Science in Business Administration, Human Resources
University of California, Riverside 1988 — 1991
General Education
Voya Financial Advisors January 2011 - Present
Beaumont Chamber of Commerce 2010 - 2014
Waddell & Reed July 2008 - January 2011
PFS Investments November 2003 - July 2008
Enterprise Rent-A-Car January 1997 - October 2002
APC June 1988 - December 1996
Education
California State Polytechnic University-Pomona 1991 — 1994
Bachelors of Science in Business Administration, Human Resources
University of California, Riverside 1988 — 1991
General Education
Thatcher Rodriguez Thatcher Rodriguez's PFS Investments Experience January 2012 - Present
Job Regional Leader at PFS Investments
Industry Financial Services
Experience
PFS Investments January 2012 - Present
Publix Super Markets June 2006 - August 2013
Skills
Merchandising, Inventory Control, Loss Prevention, Retail, Inventory Management, Retail Sales, Grocery, Store Management, Shrinkage, Visual Merchandising, Planograms, Customer Service, Time Management, Investments, Insurance, Retirement Planning, Leadership Development, Leadership, 401k, 401k Rollovers
Education
First Coast Technical College 2004 — 2004
Fire Fighting & EMT, Fire Fighting & EMT
Sandalwood High School 2000 — 2004
High School Deploma
PFS Investments January 2012 - Present
Publix Super Markets June 2006 - August 2013
Skills
Merchandising, Inventory Control, Loss Prevention, Retail, Inventory Management, Retail Sales, Grocery, Store Management, Shrinkage, Visual Merchandising, Planograms, Customer Service, Time Management, Investments, Insurance, Retirement Planning, Leadership Development, Leadership, 401k, 401k Rollovers
Education
First Coast Technical College 2004 — 2004
Fire Fighting & EMT, Fire Fighting & EMT
Sandalwood High School 2000 — 2004
High School Deploma
Mike Markiewicz's PFS Investments Experience September 2012 - September 2015
Job Partner at Markiewicz Financial Group
Industry Financial Services
Experience
Markiewicz Financial Group September 2015 - Present
PFS Investments September 2012 - September 2015
Parker and Lynch February 2014 - March 2014
Accounting Principals September 2012 - February 2014
GEMSA Loan Services March 2012 - June 2012
Valeo Climate Control June 2011 - December 2011
Nynas USA, Inc August 2009 - December 2010
Education
Purdue University - Krannert School of Management 2005 — 2009
Bachelor of Science (BS), Management, Accounting
Markiewicz Financial Group September 2015 - Present
PFS Investments September 2012 - September 2015
Parker and Lynch February 2014 - March 2014
Accounting Principals September 2012 - February 2014
GEMSA Loan Services March 2012 - June 2012
Valeo Climate Control June 2011 - December 2011
Nynas USA, Inc August 2009 - December 2010
Education
Purdue University - Krannert School of Management 2005 — 2009
Bachelor of Science (BS), Management, Accounting
Massimo Tava Massimo Tava's PFS Investments Experience 2001 - 2005
Job Technical System Analyst at Summit Orthopedics
Industry Information Services
Experience
Summit Orthopedics January 2015 - Present
Wolters Kluwer July 2010 - January 2015
10000 Lakes Photography 2008 - 2013
Chevrolet 2004 - 2008
PFS Investments 2001 - 2005
Sears Holdings Corporation 2001 - 2004
US Navy 1998 - 2001
Skills
Web Applications, Management, Databases, Photoshop, SQL, Business Intelligence, .NET, Web Services, Photography, Sales, Customer Support, Server Architecture, HL7, Aircraft Firefighting, Search and Rescue, Aircraft ground handling, Professional Photography, Oracle, Enterprise Computing..., Microsoft Server Support, Healthcare Industry, Information Technology, Series 6, Series 63, Series 24, Storage Systems, Software Installation, Managing Database, Oracle Applications, Network Administration, Technology..., Problem Solving, Customer Service, Training, Leadership, Troubleshooting, Software Documentation, Microsoft SQL Server
Education
St. Petersburg College 2003 — 2004
Associate of Arts (A.A.), General Studies
Valencia Community College 2001 — 2003
Associate of Arts (AA), Computer Science
Central Texas College 1999 — 2001
Coastline Community College 1999 — 2001
Summit Orthopedics January 2015 - Present
Wolters Kluwer July 2010 - January 2015
10000 Lakes Photography 2008 - 2013
Chevrolet 2004 - 2008
PFS Investments 2001 - 2005
Sears Holdings Corporation 2001 - 2004
US Navy 1998 - 2001
Skills
Web Applications, Management, Databases, Photoshop, SQL, Business Intelligence, .NET, Web Services, Photography, Sales, Customer Support, Server Architecture, HL7, Aircraft Firefighting, Search and Rescue, Aircraft ground handling, Professional Photography, Oracle, Enterprise Computing..., Microsoft Server Support, Healthcare Industry, Information Technology, Series 6, Series 63, Series 24, Storage Systems, Software Installation, Managing Database, Oracle Applications, Network Administration, Technology..., Problem Solving, Customer Service, Training, Leadership, Troubleshooting, Software Documentation, Microsoft SQL Server
Education
St. Petersburg College 2003 — 2004
Associate of Arts (A.A.), General Studies
Valencia Community College 2001 — 2003
Associate of Arts (AA), Computer Science
Central Texas College 1999 — 2001
Coastline Community College 1999 — 2001
Laurie Durrett Laurie Durrett's PFS Investments Experience March 2012 - Present
Job Professional Actor/. Financial Planner at PFS Investments
Industry Entertainment
Experience
PFS Investments March 2012 - Present
Actor/Shop Owner January 2011 - 2012
Belay Media LLC 1999 - 2002
Skills
Art, Furniture, Vintage Clothing, Antiques, Theatre, Creative Writing, Photoshop, Music, Event Planning, Social Media, Public Speaking, Social Networking, Acting
Education
New York University 2003 — 2006
Masters, Educational theatre and Human Development
PFS Investments March 2012 - Present
Actor/Shop Owner January 2011 - 2012
Belay Media LLC 1999 - 2002
Skills
Art, Furniture, Vintage Clothing, Antiques, Theatre, Creative Writing, Photoshop, Music, Event Planning, Social Media, Public Speaking, Social Networking, Acting
Education
New York University 2003 — 2006
Masters, Educational theatre and Human Development
Esther Lois B. Navarro Esther Lois B. Navarro's PFS Investments Experience August 2014 - May 2015
Job at
Industry Financial Services
Experience
World Financial Group (WFG) May 2015 - Present
PFS Investments August 2014 - May 2015
AMI Actuarial Consultants- Philippines April 2013 - May 2013
Skills
PowerPoint, Leadership, Microsoft Word, Microsoft Excel, Insurance, Proposal Writing, Casualty Insurance, Actuarial Science, Probability, Statistics, Microfinance
Education
University of the Philippines 2009 — 2014
Bachelor's Degree, Applied Mathematics
Oklahoma State University 2012 — 2012
Exchange Student, Actuarial Science
World Financial Group (WFG) May 2015 - Present
PFS Investments August 2014 - May 2015
AMI Actuarial Consultants- Philippines April 2013 - May 2013
Skills
PowerPoint, Leadership, Microsoft Word, Microsoft Excel, Insurance, Proposal Writing, Casualty Insurance, Actuarial Science, Probability, Statistics, Microfinance
Education
University of the Philippines 2009 — 2014
Bachelor's Degree, Applied Mathematics
Oklahoma State University 2012 — 2012
Exchange Student, Actuarial Science
Carlos A. Torres Carlos A. Torres's PFS Investments Experience April 2004 - Present
Job Manager LATAM Net Reviews
Industry Marketing and Advertising
Experience
Net Reviews - "Opiniones Verificadas" "Verified Reviews" July 2014 - Present
PFS Investments April 2004 - Present
Director of Operations - President June 2011 - June 2014
AT&T April 2007 - June 2011
Sears, Roebuck and Co. April 2006 - April 2007
CVS Caremark Corporation March 2003 - April 2006
Skills
Retirement Planning, Strategic Planning, Debt Elimination, Public Speaking, Team Leadership, Social Networking, Financial Education, Retirement, Roth IRA, IRAs, College Savings Plans, 529 Plans, Marketing, Leadership, Retirement Savings, Spanish, Variable Annuities, Debt Management, Income Protection, Insurance, Series 6, Rollovers, Finance, Fixed Annuities, Simple IRA, 401k Rollovers, 401k, SEP IRA, Term Life Insurance, Financial Coaching, Coaching, Mutual Funds, Wealth Accumulation, Investments, Strategic Financial..., Financial Analysis, Long-term Care, Small Business, Leadership Development, Team Building, Series 63, Investment Strategies, Wealth, Sales Management, Management, Sales, Supervisory Skills, Operations Management, Direct Marketing, Public Relations
Education
Miami Dade College
Associates Studies, Business Administration, Management and Operations
Net Reviews - "Opiniones Verificadas" "Verified Reviews" July 2014 - Present
PFS Investments April 2004 - Present
Director of Operations - President June 2011 - June 2014
AT&T April 2007 - June 2011
Sears, Roebuck and Co. April 2006 - April 2007
CVS Caremark Corporation March 2003 - April 2006
Skills
Retirement Planning, Strategic Planning, Debt Elimination, Public Speaking, Team Leadership, Social Networking, Financial Education, Retirement, Roth IRA, IRAs, College Savings Plans, 529 Plans, Marketing, Leadership, Retirement Savings, Spanish, Variable Annuities, Debt Management, Income Protection, Insurance, Series 6, Rollovers, Finance, Fixed Annuities, Simple IRA, 401k Rollovers, 401k, SEP IRA, Term Life Insurance, Financial Coaching, Coaching, Mutual Funds, Wealth Accumulation, Investments, Strategic Financial..., Financial Analysis, Long-term Care, Small Business, Leadership Development, Team Building, Series 63, Investment Strategies, Wealth, Sales Management, Management, Sales, Supervisory Skills, Operations Management, Direct Marketing, Public Relations
Education
Miami Dade College
Associates Studies, Business Administration, Management and Operations
Vicki Haddock Vicki Haddock's PFS Investments Experience 1998 - 2004
Job Coach, Trainer, and Motivational Speaker
Industry Internet
Experience
Breaking Out Of The Clouds 2013 - Present
8 to Great 2012 - Present
Waste Connections, Inc. 2004 - Present
PFS Investments 1998 - 2004
Skills
Empowerment, Motivational Speaking, Wellness Coaching, Team Building, Account Management, Contract Negotiation, Team Leadership, Public Speaking, Operations Management, Sales Process, Leadership, Solid Waste, Business Strategy, Talent Acquisition, Financial Analysis, Industrial Safety, B2B, Project Management, DOT Compliance, Sales, Social Media Marketing, Marketing Strategy, Budgets, Coaching, Customer Service, Strategic Planning, Management
Education
Concordia University-Seward 1997 — 1999
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services, 4.0
Northeast Community College 1993 — 1994
Associate of Arts (A.A.), Business Administration and Management, General
Breaking Out Of The Clouds 2013 - Present
8 to Great 2012 - Present
Waste Connections, Inc. 2004 - Present
PFS Investments 1998 - 2004
Skills
Empowerment, Motivational Speaking, Wellness Coaching, Team Building, Account Management, Contract Negotiation, Team Leadership, Public Speaking, Operations Management, Sales Process, Leadership, Solid Waste, Business Strategy, Talent Acquisition, Financial Analysis, Industrial Safety, B2B, Project Management, DOT Compliance, Sales, Social Media Marketing, Marketing Strategy, Budgets, Coaching, Customer Service, Strategic Planning, Management
Education
Concordia University-Seward 1997 — 1999
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services, 4.0
Northeast Community College 1993 — 1994
Associate of Arts (A.A.), Business Administration and Management, General
Marlon Hernandez Marlon Hernandez's PFS Investments Experience
Job Financial planner at PFS Investments
Industry Financial Services
Experience
PFS Investments
Skills
Retirement Planning, Strategic Financial..., Retirement, Wealth Management, Investments, Investment Advisory, Investment Strategies, Fixed Annuities, Financial Advisory, Income Protection, Life Insurance, Securities, Insurance, Asset Management, IRAs, 401k, Financial Analysis, Series 6, Term Life Insurance, Wealth Accumulation, Financial Services, Investment Management, Finance, Variable Annuities, Debt Management, Personal Financial..., Financial Planners
Education
Miami Dade College 1998 — 2000
PFS Investments
Skills
Retirement Planning, Strategic Financial..., Retirement, Wealth Management, Investments, Investment Advisory, Investment Strategies, Fixed Annuities, Financial Advisory, Income Protection, Life Insurance, Securities, Insurance, Asset Management, IRAs, 401k, Financial Analysis, Series 6, Term Life Insurance, Wealth Accumulation, Financial Services, Investment Management, Finance, Variable Annuities, Debt Management, Personal Financial..., Financial Planners
Education
Miami Dade College 1998 — 2000
Matthew Gall Matthew Gall's PFS Investments Experience August 2009 - Present
Job Regional Manager at PFS Investments
Industry Financial Services
Experience
PFS Investments August 2009 - Present
Jackson Hewitt Tax Service Inc. December 2010 - May 2014
Burger King Corporation June 2008 - January 2010
LB Foster 2006 - 2008
Skills
Fixed Annuities, Mutual Funds, Leadership, Money, Leadership Development, Training, Banking, Term Life Insurance, Strategic Financial..., Financial Analysis, Team Leadership, Sales Management, Sales, Small Business, Insurance, New Business Development, Account Management, Strategic Planning, Finance, Investments, Retirement Planning, Financial Planning, Customer Service, Management, Team Building, Financial Services, Public Speaking
Education
Metropolitan Community College 2003 — 2005
Management
Grace University 2002 — 2003
Missions
Millard North High 1998 — 2002
Diploma
PFS Investments August 2009 - Present
Jackson Hewitt Tax Service Inc. December 2010 - May 2014
Burger King Corporation June 2008 - January 2010
LB Foster 2006 - 2008
Skills
Fixed Annuities, Mutual Funds, Leadership, Money, Leadership Development, Training, Banking, Term Life Insurance, Strategic Financial..., Financial Analysis, Team Leadership, Sales Management, Sales, Small Business, Insurance, New Business Development, Account Management, Strategic Planning, Finance, Investments, Retirement Planning, Financial Planning, Customer Service, Management, Team Building, Financial Services, Public Speaking
Education
Metropolitan Community College 2003 — 2005
Management
Grace University 2002 — 2003
Missions
Millard North High 1998 — 2002
Diploma
Tatiana Castro-Acosta's PFS Investments Experience August 2011 - July 2012
Job Medical Biller/Administrative Management Support at Tribeca Pediatrics
Industry Medical Practice
Experience
Liberty Place Property Management September 2014 - Present
Tribeca Pediatrics April 2013 - August 2014
Tribeca Pediatrics June 2012 - April 2013
PFS Investments August 2011 - July 2012
National Benefit Life Insurance Company August 2011 - July 2012
Center for Disability Services January 2010 - June 2011
North Albany YMCA February 2006 - August 2008
Skills
Office Management, Office Administration, Clerical Skills, Childcare, Experience Working with..., Sales, Sales Presentations, Cold Calling, Call Centers, Customer Service, Close Attention to..., Employee Training, Medicine, Healthcare, Leadership, NCBI, Writing, Microsoft Office, Receptionist Duties, Retail Sales, Community Outreach, Community, Customer Satisfaction, Outlook, Budgets, Event Planning, PowerPoint, Microsoft Word, Public Speaking, Training, Social Media, Microsoft Excel
Education
State University of New York at Albany 2009 — 2011
Bachelor of Science (BS) in progress, Psychology
State University of New York at New Paltz 2006 — 2008
Bachelor of Science (BS), Psychology and Women's Studies
Liberty Place Property Management September 2014 - Present
Tribeca Pediatrics April 2013 - August 2014
Tribeca Pediatrics June 2012 - April 2013
PFS Investments August 2011 - July 2012
National Benefit Life Insurance Company August 2011 - July 2012
Center for Disability Services January 2010 - June 2011
North Albany YMCA February 2006 - August 2008
Skills
Office Management, Office Administration, Clerical Skills, Childcare, Experience Working with..., Sales, Sales Presentations, Cold Calling, Call Centers, Customer Service, Close Attention to..., Employee Training, Medicine, Healthcare, Leadership, NCBI, Writing, Microsoft Office, Receptionist Duties, Retail Sales, Community Outreach, Community, Customer Satisfaction, Outlook, Budgets, Event Planning, PowerPoint, Microsoft Word, Public Speaking, Training, Social Media, Microsoft Excel
Education
State University of New York at Albany 2009 — 2011
Bachelor of Science (BS) in progress, Psychology
State University of New York at New Paltz 2006 — 2008
Bachelor of Science (BS), Psychology and Women's Studies
Rosa Chavez Rosa Chavez's PFS Investments Experience June 2004 - Present
Job PFS INVESTMENTS/BUSINESS, ADMINISTRATIVE & FINANCIAL MANAGEMENT
Industry Program Development
Experience
PFS Investments June 2004 - Present
Centro Mujeres de la Esperanza Non-Profit (Women of Hope) August 2009 - December 2012
Threat Systems Management Office U.S. Army May 1991 - August 2005
United States Air Force December 1986 - December 1990
Skills
Non-profits, Event Planning, Public Speaking, Microsoft Excel, Outlook, Financial Analysis, Event Management, Strategic Financial..., Financial Audits, Financial Markets, Leadership Development, Nonprofits, Operations Management, Project Planning, Teaching, Community Outreach, Leadership, Strategic Planning, Human Resources, Training, Management, Coaching, Grants, Public Relations, Insurance, Social Networking, Staff Development, Time Management, Sales, Marketing, Management Consulting, Grant Writing, Entrepreneurship, Small Business, Organizational..., Data Analysis, Program Management, Business Strategy, Process Improvement, Social Media, Customer Satisfaction, Marketing Strategy, Employee Relations, Project Management, Finance, Marketing Communications, Sales Management, Administration, Community Development, Business Planning
Education
The University of Texas at El Paso
University of Texas at El Paso/New Mexico State University/Park University
BS, Business Management
PFS Investments June 2004 - Present
Centro Mujeres de la Esperanza Non-Profit (Women of Hope) August 2009 - December 2012
Threat Systems Management Office U.S. Army May 1991 - August 2005
United States Air Force December 1986 - December 1990
Skills
Non-profits, Event Planning, Public Speaking, Microsoft Excel, Outlook, Financial Analysis, Event Management, Strategic Financial..., Financial Audits, Financial Markets, Leadership Development, Nonprofits, Operations Management, Project Planning, Teaching, Community Outreach, Leadership, Strategic Planning, Human Resources, Training, Management, Coaching, Grants, Public Relations, Insurance, Social Networking, Staff Development, Time Management, Sales, Marketing, Management Consulting, Grant Writing, Entrepreneurship, Small Business, Organizational..., Data Analysis, Program Management, Business Strategy, Process Improvement, Social Media, Customer Satisfaction, Marketing Strategy, Employee Relations, Project Management, Finance, Marketing Communications, Sales Management, Administration, Community Development, Business Planning
Education
The University of Texas at El Paso
University of Texas at El Paso/New Mexico State University/Park University
BS, Business Management
Joseph Hatch Joseph Hatch's PFS Investments Experience 2003 - 2011
Job Financial Advisor at RedStone Advisors, LLC
Industry Financial Services
Experience
RedStone Advisors, LLC March 2014 - Present
Big Horn Federal Savings Bank May 2011 - February 2014
PFS Investments 2003 - 2011
Skills
Investments, Financial Advisory, Financial Services, Investment Strategies, Wealth Management, Retirement Planning, Strategic Planning, Mutual Funds, Financial Analysis
Education
Brigham Young University
Brigham Young University - Idaho
RedStone Advisors, LLC March 2014 - Present
Big Horn Federal Savings Bank May 2011 - February 2014
PFS Investments 2003 - 2011
Skills
Investments, Financial Advisory, Financial Services, Investment Strategies, Wealth Management, Retirement Planning, Strategic Planning, Mutual Funds, Financial Analysis
Education
Brigham Young University
Brigham Young University - Idaho
Bengy Jean-Gilles Bengy Jean-Gilles's PFS Investments Experience February 2008 - July 2010
Job Compliance Project Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2014 - Present
JPMorgan Chase September 2011 - Present
The Small Business Authority powered by Newtek August 2010 - September 2011
PFS Investments February 2008 - July 2010
Teletech Corporation November 2008 - February 2010
Meridian Financial August 2004 - February 2008
Primerica Financial Group February 2001 - August 2004
Covenant House April 2000 - February 2001
Bank Of America April 1998 - November 1999
Skills
Banking, Interview Skills, Training Facilitation, Investment Advisory..., Revenue & Profit Growth, Production Managment, Cross Functional Team..., Mortgage Servicing, Employee Learning &..., Operations Management, Performance Management, Employee Relations, Cross-functional Team..., Team Management, Life Insurance, Mortgage Banking, Investments, Training, Recruiting, Loans, Mortgage Lending, Management, Bonds, Mutual Funds, Financial Modeling, Analysis, Account Management, Microsoft Applications, Risk Management, Business Development, Business Strategy, Customer Satisfaction, Business Analysis, Customer Service, Financial Services, Data Analysis, Leadership, Process Improvement, Software Documentation, Credit, Loan Servicing, Team Building, Strategy, Securities, Human Resources, Relationship Management, Project Management
Education
Florida International University - College of Business Administration 1995 — 2000
University of Phoenix
Bachelor of Arts, Business Management
JPMorgan Chase January 2014 - Present
JPMorgan Chase September 2011 - Present
The Small Business Authority powered by Newtek August 2010 - September 2011
PFS Investments February 2008 - July 2010
Teletech Corporation November 2008 - February 2010
Meridian Financial August 2004 - February 2008
Primerica Financial Group February 2001 - August 2004
Covenant House April 2000 - February 2001
Bank Of America April 1998 - November 1999
Skills
Banking, Interview Skills, Training Facilitation, Investment Advisory..., Revenue & Profit Growth, Production Managment, Cross Functional Team..., Mortgage Servicing, Employee Learning &..., Operations Management, Performance Management, Employee Relations, Cross-functional Team..., Team Management, Life Insurance, Mortgage Banking, Investments, Training, Recruiting, Loans, Mortgage Lending, Management, Bonds, Mutual Funds, Financial Modeling, Analysis, Account Management, Microsoft Applications, Risk Management, Business Development, Business Strategy, Customer Satisfaction, Business Analysis, Customer Service, Financial Services, Data Analysis, Leadership, Process Improvement, Software Documentation, Credit, Loan Servicing, Team Building, Strategy, Securities, Human Resources, Relationship Management, Project Management
Education
Florida International University - College of Business Administration 1995 — 2000
University of Phoenix
Bachelor of Arts, Business Management
Adan Moreno III's PFS Investments Experience December 2011 - May 2012
Job Management
Industry Package/Freight Delivery
Experience
UPS December 2013 - Present
Two Men and A Truck May 2012 - August 2013
PFS Investments December 2011 - May 2012
Merrill Lynch January 2008 - January 2009
Wells Fargo Bank August 2005 - December 2007
Skills
Management, Sales, Wealth Management, Banking, Finance, Insurance, Customer Service, Entrepreneurship, Marketing, Coaching, Credit, Team Building, CRM, Marketing Strategy, Strategic Planning
Education
The University of Texas at San Antonio 2002 — 2009
B.B.A., Finance
UPS December 2013 - Present
Two Men and A Truck May 2012 - August 2013
PFS Investments December 2011 - May 2012
Merrill Lynch January 2008 - January 2009
Wells Fargo Bank August 2005 - December 2007
Skills
Management, Sales, Wealth Management, Banking, Finance, Insurance, Customer Service, Entrepreneurship, Marketing, Coaching, Credit, Team Building, CRM, Marketing Strategy, Strategic Planning
Education
The University of Texas at San Antonio 2002 — 2009
B.B.A., Finance
Saeli Gutierrez's PFS Investments Experience June 2012 - Present
Job PFS Financial
Industry Broadcast Media
Experience
PFS Investments June 2012 - Present
Skills
Finance, Retirement Planning, Strategic Financial..., Retirement, Mutual Funds, Investments, Fixed Annuities, Life Insurance, 401k, Insurance, Financial Advisory, Term Life Insurance, Securities, Long-term Care, Financial Services, Debt Management, IRAs, Budgets, Employee Benefits, Wealth Management, Financial Planning
Education
Miami Dade College 2006 — 2014
PFS Investments June 2012 - Present
Skills
Finance, Retirement Planning, Strategic Financial..., Retirement, Mutual Funds, Investments, Fixed Annuities, Life Insurance, 401k, Insurance, Financial Advisory, Term Life Insurance, Securities, Long-term Care, Financial Services, Debt Management, IRAs, Budgets, Employee Benefits, Wealth Management, Financial Planning
Education
Miami Dade College 2006 — 2014
Peggy Crowley Peggy Crowley's PFS Investments Experience October 2011 - Present
Job Senior Representative at PFS Investments
Industry Financial Services
Experience
PFS Investments October 2011 - Present
BOLLINGER RUBERRY & GARVEY June 2007 - July 2011
ARNSTEIN & LEHR LLC March 2004 - June 2007
SMITH & AMUNDSEN, LLC November 1999 - October 2003
Skills
Microsoft Excel, Litigation, Microsoft Office, Confidentiality, Outlook, Calendars, Administrative..., Calendaring, Dictaphone, Filing, Wordperfect, Notary Public, Insurance, Microsoft Word, New Business Development, Commercial Litigation, Westlaw, Legal Research
Education
Chicago College of Commerce
CSR, Court Reporting
Triton-College
Associates Degree, Liberal Arts
PFS Investments October 2011 - Present
BOLLINGER RUBERRY & GARVEY June 2007 - July 2011
ARNSTEIN & LEHR LLC March 2004 - June 2007
SMITH & AMUNDSEN, LLC November 1999 - October 2003
Skills
Microsoft Excel, Litigation, Microsoft Office, Confidentiality, Outlook, Calendars, Administrative..., Calendaring, Dictaphone, Filing, Wordperfect, Notary Public, Insurance, Microsoft Word, New Business Development, Commercial Litigation, Westlaw, Legal Research
Education
Chicago College of Commerce
CSR, Court Reporting
Triton-College
Associates Degree, Liberal Arts
Hillary Reyes Hillary Reyes's PFS Investments Experience January 2011 - Present
Job Committed And Motivated Customer Service Specialist
Industry Photography
Experience
PFS Investments January 2011 - Present
Phoenix Beverages April 2007 - August 2010
Education
LaGuardia Community College
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Grand st campus
High school diploma
PFS Investments January 2011 - Present
Phoenix Beverages April 2007 - August 2010
Education
LaGuardia Community College
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Grand st campus
High school diploma
Nestor Guarien Taveras's PFS Investments Experience April 2007 - June 2009
Job Founder at Brands of Puerto Rico, Très Epic & Easy Enterprises, Inc.
Industry Marketing and Advertising
Experience
brandsofpuertorico.com March 2014 - Present
Très Epic March 2013 - Present
Easy Enterprises Inc. December 2012 - Present
Licensed Realty Broker December 2009 - Present
Consulate of the Dominican Republic in Puerto Rico, Virgin Islands and Turks and Caicos June 2009 - December 2012
PFS Investments April 2007 - June 2009
Revista Cuenca del Caribe March 2007 - February 2008
Netpique January 2006 - January 2007
C&L Mortgages June 2005 - December 2005
Skills
Business Development, Account Management, International Marketing, Project Management, Social Media, E-commerce, International Trade, Marketing Strategy, Market Research, Business Strategy, International Sales, New Business Development, French, English, Marketing Communications, Strategic Planning, Export, Marketing, Negotiation, Spanish, Digital Marketing, Advertising, Social Media Marketing, Start-ups, Leadership, Online Marketing, CRM, Entrepreneurship, Training, Social Networking, Public Relations, Marketing Research, Sales, Blogging, Online Advertising, Brand Development, Business Planning, Management
Education
Universidad del Sagrado Corazón 2010 — 2012
Master of Business Administration (M.B.A.), International Marketing
Boston University 2001 — 2005
Bachelors, International Relations
Colegio San Ignacio de Loyola 1995 — 2001
High School, -Graduated with honors
brandsofpuertorico.com March 2014 - Present
Très Epic March 2013 - Present
Easy Enterprises Inc. December 2012 - Present
Licensed Realty Broker December 2009 - Present
Consulate of the Dominican Republic in Puerto Rico, Virgin Islands and Turks and Caicos June 2009 - December 2012
PFS Investments April 2007 - June 2009
Revista Cuenca del Caribe March 2007 - February 2008
Netpique January 2006 - January 2007
C&L Mortgages June 2005 - December 2005
Skills
Business Development, Account Management, International Marketing, Project Management, Social Media, E-commerce, International Trade, Marketing Strategy, Market Research, Business Strategy, International Sales, New Business Development, French, English, Marketing Communications, Strategic Planning, Export, Marketing, Negotiation, Spanish, Digital Marketing, Advertising, Social Media Marketing, Start-ups, Leadership, Online Marketing, CRM, Entrepreneurship, Training, Social Networking, Public Relations, Marketing Research, Sales, Blogging, Online Advertising, Brand Development, Business Planning, Management
Education
Universidad del Sagrado Corazón 2010 — 2012
Master of Business Administration (M.B.A.), International Marketing
Boston University 2001 — 2005
Bachelors, International Relations
Colegio San Ignacio de Loyola 1995 — 2001
High School, -Graduated with honors
Daniel Fowler Daniel Fowler's PFS Investments Experience June 2013 - Present
Job Senior Representative at PFS Investments
Industry Financial Services
Experience
PFS Investments June 2013 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Team Leadership, Data Entry, Access
Education
Hocking College 2010 — 2011
PFS Investments June 2013 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Team Leadership, Data Entry, Access
Education
Hocking College 2010 — 2011
Jason Tejero's PFS Investments Experience October 2009 - Present
Job Regional Leader at PFS Investments
Industry Financial Services
Experience
PFS Investments October 2009 - Present
Commodore Construction September 2010 - June 2011
Curtis Partition March 2009 - August 2009
Donaldson Acoustics February 2001 - February 2009
Skills
Negotiation, Construction, Asset, Money, Contract Negotiation, Insurance, Scheduling, Team Building, Investments, Annuities, Retirement, Financial Planning, Debt, Coaching, Long Term Care, Small Business, Compliance, Savings, Financial Analysis, Process Scheduler, Fixed Annuities, Strategic Financial..., Life Insurance, Management, Project Planning, Asset Management, Financial Services, Mutual Funds, Retirement Planning, Term Life Insurance, Finance, Wealth Management, Series 63, Training
Education
Farmingdale State College 1997 — 2001
B.S., Construction Management
PFS Investments October 2009 - Present
Commodore Construction September 2010 - June 2011
Curtis Partition March 2009 - August 2009
Donaldson Acoustics February 2001 - February 2009
Skills
Negotiation, Construction, Asset, Money, Contract Negotiation, Insurance, Scheduling, Team Building, Investments, Annuities, Retirement, Financial Planning, Debt, Coaching, Long Term Care, Small Business, Compliance, Savings, Financial Analysis, Process Scheduler, Fixed Annuities, Strategic Financial..., Life Insurance, Management, Project Planning, Asset Management, Financial Services, Mutual Funds, Retirement Planning, Term Life Insurance, Finance, Wealth Management, Series 63, Training
Education
Farmingdale State College 1997 — 2001
B.S., Construction Management
Duane Huizenga Duane Huizenga's PFS Investments Experience March 1999 - January 2010
Job Vice President of Operations
Industry Transportation/Trucking/Railroad
Experience
Dedicated TCS LLC. July 2014 - Present
HM Print Solutions June 2012 - October 2012
PFS Investments March 1999 - January 2010
US Navy April 1991 - April 1995
Education
South Suburban College 1997 — 2000
Business Law/ Accounting
Dedicated TCS LLC. July 2014 - Present
HM Print Solutions June 2012 - October 2012
PFS Investments March 1999 - January 2010
US Navy April 1991 - April 1995
Education
South Suburban College 1997 — 2000
Business Law/ Accounting
Charles Weccele's PFS Investments Experience 2004 - 2008
Job Customer Service Supervisor
Industry Government Administration
Experience
Sarasota County Government October 2014 - Present
Sarasota County Government November 2012 - November 2014
Wells Fargo 2012 - 2012
Bank of America 2011 - 2012
PNC November 2008 - November 2010
PFS Investments 2004 - 2008
US Navy June 1993 - June 2001
Skills
Sales Presentations, Sales Management, Team Leadership, Instructor-led Training, Systems Engineering, Equipment Maintenance, Financial Markets, Quality Assurance, Management, Budgets, Training, Operations Management, Leadership, Cross-functional Team..., Project Planning
Education
Ashford University 2008 — 2010
Master of Arts (M.A.), Organizational Leadership
Embry Riddle Aeronautical University-Worldwide 2002 — 2003
Bachelor of Arts (B.A.), Business Administration and Management, General
Sarasota County Government October 2014 - Present
Sarasota County Government November 2012 - November 2014
Wells Fargo 2012 - 2012
Bank of America 2011 - 2012
PNC November 2008 - November 2010
PFS Investments 2004 - 2008
US Navy June 1993 - June 2001
Skills
Sales Presentations, Sales Management, Team Leadership, Instructor-led Training, Systems Engineering, Equipment Maintenance, Financial Markets, Quality Assurance, Management, Budgets, Training, Operations Management, Leadership, Cross-functional Team..., Project Planning
Education
Ashford University 2008 — 2010
Master of Arts (M.A.), Organizational Leadership
Embry Riddle Aeronautical University-Worldwide 2002 — 2003
Bachelor of Arts (B.A.), Business Administration and Management, General
Erica Hewlett Erica Hewlett's PFS Investments Experience June 2012 - Present
Job PFS Investments
Industry Financial Services
Experience
PFS Investments June 2012 - Present
Menards May 1999 - June 2013
Lorlei Hallmark October 1995 - June 1999
Skills
Strategic Financial..., Debt Elimination, College Education..., Retirement Planning, Financial Services, Mutual Funds, IRAs, Series 6, Series 63, Life Insurance, Sales, Team Building, Team Leadership, Customer Service, Time Management, 401k, Training, Fixed Annuities, Social Networking, Insurance, Retirement, Marketing, Management, Hiring, Teaching/Coaching, Motivation, Leadership, Customer Satisfaction, Loss Prevention, Inventory Control, Inventory Management, Investment Advisory
Education
Saint Xavier University 1997 — 2003
Bachelor of Applied Science (B.A.Sc.), Elementary Education and Teaching
Alan B. Shepard High School 1993 — 1997
PFS Investments June 2012 - Present
Menards May 1999 - June 2013
Lorlei Hallmark October 1995 - June 1999
Skills
Strategic Financial..., Debt Elimination, College Education..., Retirement Planning, Financial Services, Mutual Funds, IRAs, Series 6, Series 63, Life Insurance, Sales, Team Building, Team Leadership, Customer Service, Time Management, 401k, Training, Fixed Annuities, Social Networking, Insurance, Retirement, Marketing, Management, Hiring, Teaching/Coaching, Motivation, Leadership, Customer Satisfaction, Loss Prevention, Inventory Control, Inventory Management, Investment Advisory
Education
Saint Xavier University 1997 — 2003
Bachelor of Applied Science (B.A.Sc.), Elementary Education and Teaching
Alan B. Shepard High School 1993 — 1997
Jermone Gowans Jermone Gowans's PFS Investments Experience March 2012 - Present
Job Financial Specialist at PFS Investments
Industry Financial Services
Experience
PFS Investments March 2012 - Present
Self-employed 2002 - 2011
Education
Eastern Michigan University 1995 — 1999
Bachelors of Science, Theatre and Sociology
PFS Investments March 2012 - Present
Self-employed 2002 - 2011
Education
Eastern Michigan University 1995 — 1999
Bachelors of Science, Theatre and Sociology
Felicia Howard-Cain Felicia Howard-Cain's PFS Investments Experience July 2004 - December 2006
Job Experienced Customer Care Specialist
Industry Marketing and Advertising
Experience
Verizon Wireless November 2011 - August 2012
Aditya Birla Minacs January 2011 - November 2011
U.S. Census Bureau April 2010 - August 2010
Personnel World (G-Tech Corporation) July 2008 - November 2009
City Suites April 2009 - June 2009
Bluegreen Resorts January 2008 - July 2008
Adecco Staffing April 2007 - November 2007
PFS Investments July 2004 - December 2006
General Motors September 1997 - July 2006
Skills
Customer Satisfaction, Inventory Management, Customer Service, Sales, Fax, Marketing, Call Centers, Leadership, Microsoft Office, Human Resources, CRM, Public Speaking, Social Networking
Education
South University 2014 — 2016
Master of Arts (M.A.), Leadership Studies
Baker College Business and Corporate Services 2009 — 2012
Bachelor of Business, Marketing, 3.244
Baker College Business and Corporate Services 2004 — 2009
Associate, Business/ Human Resources Management
Verizon Wireless November 2011 - August 2012
Aditya Birla Minacs January 2011 - November 2011
U.S. Census Bureau April 2010 - August 2010
Personnel World (G-Tech Corporation) July 2008 - November 2009
City Suites April 2009 - June 2009
Bluegreen Resorts January 2008 - July 2008
Adecco Staffing April 2007 - November 2007
PFS Investments July 2004 - December 2006
General Motors September 1997 - July 2006
Skills
Customer Satisfaction, Inventory Management, Customer Service, Sales, Fax, Marketing, Call Centers, Leadership, Microsoft Office, Human Resources, CRM, Public Speaking, Social Networking
Education
South University 2014 — 2016
Master of Arts (M.A.), Leadership Studies
Baker College Business and Corporate Services 2009 — 2012
Bachelor of Business, Marketing, 3.244
Baker College Business and Corporate Services 2004 — 2009
Associate, Business/ Human Resources Management
Lawrence Hoey Lawrence Hoey's PFS Investments Experience 2004 - 2012
Job Investment Advisor Representative at LPL Financial
Industry Financial Services
Experience
LPL Financial 2012 - Present
PFS Investments 2004 - 2012
Graphic Press 2001 - 2005
DSC Graphics 1984 - 2000
Education
California State University-Los Angeles
LPL Financial 2012 - Present
PFS Investments 2004 - 2012
Graphic Press 2001 - 2005
DSC Graphics 1984 - 2000
Education
California State University-Los Angeles
Maria Bartlett's PFS Investments Experience July 2008 - December 2009
Job Extern – Large Business and International Division at Internal Revenue Service, Office of General Counsel
Industry Law Practice
Experience
Internal Revenue Service, Office of General Counsel September 2015 - Present
Mackie Wolf Zientz & Mann, P.C. January 2014 - December 2014
United States Bankruptcy Court June 2012 - August 2012
Mississippi Center for Justice May 2011 - June 2011
University of Mississippi Civil Legal Clinic January 2011 - January 2011
PFS Investments July 2008 - December 2009
T. Rowe Price July 2007 - July 2008
Skills
Legal Research, Bankruptcy, Legal Writing, Public Speaking, Courts, Westlaw, Securities, Customer Service, Research, Chapter 7, Civil Litigation, Litigation, PowerPoint, Motions, Lexis
Education
University of Houston Law Center 2015 — 2015
Master of Laws (LLM) Taxation
University of Mississippi School of Law 2010 — 2013
Juris Doctor
The University of Memphis 2002 — 2005
BPS, Organizational Leadership
Internal Revenue Service, Office of General Counsel September 2015 - Present
Mackie Wolf Zientz & Mann, P.C. January 2014 - December 2014
United States Bankruptcy Court June 2012 - August 2012
Mississippi Center for Justice May 2011 - June 2011
University of Mississippi Civil Legal Clinic January 2011 - January 2011
PFS Investments July 2008 - December 2009
T. Rowe Price July 2007 - July 2008
Skills
Legal Research, Bankruptcy, Legal Writing, Public Speaking, Courts, Westlaw, Securities, Customer Service, Research, Chapter 7, Civil Litigation, Litigation, PowerPoint, Motions, Lexis
Education
University of Houston Law Center 2015 — 2015
Master of Laws (LLM) Taxation
University of Mississippi School of Law 2010 — 2013
Juris Doctor
The University of Memphis 2002 — 2005
BPS, Organizational Leadership
Bonnie Huff Bonnie Huff's PFS Investments Experience August 2006 - Present
Job Investment Advisor Rep.
Industry Financial Services
Experience
PFS Investments August 2006 - Present
PFS Investments August 2006 - Present
Key Realty January 2010 - March 2013
Key Realty January 2010 - March 2013
Remax Masters April 2006 - May 2009
BP March 1983 - November 2007
Education
Hondros College 2006 — 2006
Real Estate
University of Toledo 1981 — 1982
PFS Investments August 2006 - Present
PFS Investments August 2006 - Present
Key Realty January 2010 - March 2013
Key Realty January 2010 - March 2013
Remax Masters April 2006 - May 2009
BP March 1983 - November 2007
Education
Hondros College 2006 — 2006
Real Estate
University of Toledo 1981 — 1982
Grady L. Caldwell III Grady L. Caldwell III's PFS Investments Experience April 2005 - June 2008
Job President/CEO of Exponential Commercial Finance
Industry Financial Services
Experience
Exponential Commercial Finance June 2010 - Present
Monroe County School System August 2009 - June 2010
PFS Investments April 2005 - June 2008
Jones County School System August 2004 - July 2007
Bibb County School System August 2003 - July 2004
Skills
Insurance, Public Speaking, Budgets, Banking, Credit, Coaching, Leadership Development, Team Building, Leadership, Small Business, Marketing, Finance, Business Planning, Management, Sales, Mergers & Acquisitions, Training, Entrepreneurship, Process Improvement, Financial Analysis, Business Strategy
Education
Georgia College and State University 2009 — 2010
S.Ed, Administration & Leadership
Georgia College and State University 2005 — 2006
M.Ed, Administration & Leadership
Albany State University 1998 — 2002
B.S., Health & Physical Education
Exponential Commercial Finance June 2010 - Present
Monroe County School System August 2009 - June 2010
PFS Investments April 2005 - June 2008
Jones County School System August 2004 - July 2007
Bibb County School System August 2003 - July 2004
Skills
Insurance, Public Speaking, Budgets, Banking, Credit, Coaching, Leadership Development, Team Building, Leadership, Small Business, Marketing, Finance, Business Planning, Management, Sales, Mergers & Acquisitions, Training, Entrepreneurship, Process Improvement, Financial Analysis, Business Strategy
Education
Georgia College and State University 2009 — 2010
S.Ed, Administration & Leadership
Georgia College and State University 2005 — 2006
M.Ed, Administration & Leadership
Albany State University 1998 — 2002
B.S., Health & Physical Education
Alison Mortarotti's PFS Investments Experience September 2009 - February 2010
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2011 - Present
PFS Investments September 2009 - February 2010
Banc of America Securities March 1999 - November 2001
Cowen and Company October 1990 - April 1997
Skills
Series 7, Securities, Hedge Funds, Licensing, Compliance, Series 66, Series 24, Life & Health License, Certified Financial...
Education
Boston University Questrom School of Business
BS, BA, School of Management, Inernational Management, Finance
Merrill Lynch March 2011 - Present
PFS Investments September 2009 - February 2010
Banc of America Securities March 1999 - November 2001
Cowen and Company October 1990 - April 1997
Skills
Series 7, Securities, Hedge Funds, Licensing, Compliance, Series 66, Series 24, Life & Health License, Certified Financial...
Education
Boston University Questrom School of Business
BS, BA, School of Management, Inernational Management, Finance
Imani Bussell Imani Bussell's PFS Investments Experience November 2012 - Present
Job Financial Advisor at PFS Investments
Industry Financial Services
Experience
PFS Investments November 2012 - Present
Johnson Controls September 2004 - April 2012
Johnson Controls March 1999 - September 2004
Johnson Controls February 1996 - March 1999
YASKAWA ELECTRIC(SHANGHAI)CO.,LTD January 1994 - February 1996
Skills
Integration, Mentoring, Building Automation, HVAC Controls, Customer Focus, BACnet, Electrical, HVAC, Microsoft Office, Troubleshooting, Problem Solving, Team Building, Energy Efficiency, Program Management, Electricians, Energy Management, Building Management..., Air Conditioning, Engineering, Project Engineering, Energy Conservation, Energy Audits, Construction, Contract Negotiation
Education
Illinois State University 1989 — 1994
BS, Industrial Technolgy
Illinois State University 1989 — 1994
BS, Industrial Technology
PFS Investments November 2012 - Present
Johnson Controls September 2004 - April 2012
Johnson Controls March 1999 - September 2004
Johnson Controls February 1996 - March 1999
YASKAWA ELECTRIC(SHANGHAI)CO.,LTD January 1994 - February 1996
Skills
Integration, Mentoring, Building Automation, HVAC Controls, Customer Focus, BACnet, Electrical, HVAC, Microsoft Office, Troubleshooting, Problem Solving, Team Building, Energy Efficiency, Program Management, Electricians, Energy Management, Building Management..., Air Conditioning, Engineering, Project Engineering, Energy Conservation, Energy Audits, Construction, Contract Negotiation
Education
Illinois State University 1989 — 1994
BS, Industrial Technolgy
Illinois State University 1989 — 1994
BS, Industrial Technology
Jay Jackson Jay Jackson's PFS Investments Experience 1999 - 2002
Job Owner at Barony Financial Group
Industry Financial Services
Experience
Barony Financial Group Assist individuals, families, and small businesses to indentify their financial objectives, map a plan to achieve those objectives, and execute the plan for themselves and their heirs.Business ManagerCharleston Atlantic PresbyteryFebruary 2012 - Present
MeadWestvaco May 1984 - May 2002
Allstate Financial 2001 - 2002
PFS Investments 1999 - 2002
Skills
Investments, Strategic Planning, Sales, Budgets, Team Building, Real Estate, Asset Managment, Strategic Financial..., Process Improvement, Customer Service, Forest Management, Financial Analysis, GIS, Asset Management, Risk Management, Timber, Start-ups, Management, Finance, Accounting, Microsoft Excel, Environmental..., Change Management, Small Business, Negotiation, Contract Negotiation, Due Diligence, Environmental Awareness, Management Consulting, Forestry, Valuation, Analysis, Project Planning, New Business Development, Microsoft Office, Business Planning, Strategy, Public Speaking, Business Development, Environmental Compliance, Natural Resources, Business Strategy, Leadership, Contract Management, Insurance
Education
The Citadel 1987 — 1992
MBA, Entrepreneurship & Investing
Clemson University 1980 — 1984
BS, Forest Management
First Presbyterian Kindergarten
First Presbyterian Kindergarten
Barony Financial Group Assist individuals, families, and small businesses to indentify their financial objectives, map a plan to achieve those objectives, and execute the plan for themselves and their heirs.Business ManagerCharleston Atlantic PresbyteryFebruary 2012 - Present
MeadWestvaco May 1984 - May 2002
Allstate Financial 2001 - 2002
PFS Investments 1999 - 2002
Skills
Investments, Strategic Planning, Sales, Budgets, Team Building, Real Estate, Asset Managment, Strategic Financial..., Process Improvement, Customer Service, Forest Management, Financial Analysis, GIS, Asset Management, Risk Management, Timber, Start-ups, Management, Finance, Accounting, Microsoft Excel, Environmental..., Change Management, Small Business, Negotiation, Contract Negotiation, Due Diligence, Environmental Awareness, Management Consulting, Forestry, Valuation, Analysis, Project Planning, New Business Development, Microsoft Office, Business Planning, Strategy, Public Speaking, Business Development, Environmental Compliance, Natural Resources, Business Strategy, Leadership, Contract Management, Insurance
Education
The Citadel 1987 — 1992
MBA, Entrepreneurship & Investing
Clemson University 1980 — 1984
BS, Forest Management
First Presbyterian Kindergarten
First Presbyterian Kindergarten
Christina (Reyes) Morales Christina (Reyes) Morales's PFS Investments Experience December 1994 - March 1995
Job Assistant Supervisor, Utility Call Center at City of Tampa
Industry Government Administration
Experience
City of Tampa January 2011 - Present
JPMorgan Chase December 2008 - December 2010
RE/MAX October 2007 - November 2010
GTE Financial June 2005 - September 2007
HSBC February 1998 - October 2004
PFS Investments December 1994 - March 1995
Barnett Bank January 1991 - March 1995
Sears, Roebuck and Co. February 1984 - December 1990
Skills
Foreclosures, Investment Properties, Real Estate, Mortgage Lending, Residential Homes, Property Management, Short Sales, First Time Home Buyers, Loans, Customer Service, Negotiation, Real Estate Transactions, REO, Credit, Leadership, Sellers, Strategic Planning, Risk Management, Management, Collections, Call Center..., Team Building, Loan Origination, Residential Mortgages, Finance, Call Centers, Consumer Lending, Credit Analysis, Sales, Customer Satisfaction, Loss Mitigation, Analysis, Insurance, Portfolio Management
Education
H & R Block 2004 — 2005
Tax Certification, Personal and Business Tax Preparation
Bob Hogue School of Real Estate 2004 — 2004
Sales Associate, Real Estate
PFS Investments 1994 — 1995
NASD Series 6, Mutual Fund Investments
Florida Insurance School 1994 — 1994
Licensed - Life, Health & Variable Annuities, Insurance
University of South Florida 1989 — 1990
Bachelor's, Marketing & Management
LIU Post 1987 — 1989
Business Administration
Cornell University 1984 — 1985
Engineering
City of Tampa January 2011 - Present
JPMorgan Chase December 2008 - December 2010
RE/MAX October 2007 - November 2010
GTE Financial June 2005 - September 2007
HSBC February 1998 - October 2004
PFS Investments December 1994 - March 1995
Barnett Bank January 1991 - March 1995
Sears, Roebuck and Co. February 1984 - December 1990
Skills
Foreclosures, Investment Properties, Real Estate, Mortgage Lending, Residential Homes, Property Management, Short Sales, First Time Home Buyers, Loans, Customer Service, Negotiation, Real Estate Transactions, REO, Credit, Leadership, Sellers, Strategic Planning, Risk Management, Management, Collections, Call Center..., Team Building, Loan Origination, Residential Mortgages, Finance, Call Centers, Consumer Lending, Credit Analysis, Sales, Customer Satisfaction, Loss Mitigation, Analysis, Insurance, Portfolio Management
Education
H & R Block 2004 — 2005
Tax Certification, Personal and Business Tax Preparation
Bob Hogue School of Real Estate 2004 — 2004
Sales Associate, Real Estate
PFS Investments 1994 — 1995
NASD Series 6, Mutual Fund Investments
Florida Insurance School 1994 — 1994
Licensed - Life, Health & Variable Annuities, Insurance
University of South Florida 1989 — 1990
Bachelor's, Marketing & Management
LIU Post 1987 — 1989
Business Administration
Cornell University 1984 — 1985
Engineering
T Benjamin Airey T Benjamin Airey's PFS Investments Experience July 2010 - Present
Job Investment Advisor | Financial Advisor | Business Owner
Industry Financial Services
Experience
PFS Investments July 2010 - Present
iClean LLC January 2010 - Present
Baby Bens Coffee House September 2012 - July 2014
Edward Jones Investments September 2007 - June 2008
Fidelity Investments April 2006 - September 2007
HSBC Bank/Beneficial Finance September 2004 - April 2006
Unicel Wireless June 1999 - June 2004
Skills
Retirement Planning, Financial Services, Sales, IRAs, Investments, Strategic Planning, 401k, Strategic Financial..., Account Management, Customer Service, Small Business, Business Development, Insurance, Management, New Business Development, Strategy, Financial Planning, Finance, Leadership, Team Building
Education
Southern New Hampshire University 1999 — 2005
Bachelors, Prelaw/Finance
Open Bible Academy 1991 — 1997
PFS Investments July 2010 - Present
iClean LLC January 2010 - Present
Baby Bens Coffee House September 2012 - July 2014
Edward Jones Investments September 2007 - June 2008
Fidelity Investments April 2006 - September 2007
HSBC Bank/Beneficial Finance September 2004 - April 2006
Unicel Wireless June 1999 - June 2004
Skills
Retirement Planning, Financial Services, Sales, IRAs, Investments, Strategic Planning, 401k, Strategic Financial..., Account Management, Customer Service, Small Business, Business Development, Insurance, Management, New Business Development, Strategy, Financial Planning, Finance, Leadership, Team Building
Education
Southern New Hampshire University 1999 — 2005
Bachelors, Prelaw/Finance
Open Bible Academy 1991 — 1997
Leo Espeso Leo Espeso's PFS Investments Experience August 2013 - Present
Job Field Service Technician at enBio
Industry Financial Services
Experience
enBio January 2015 - Present
PFS Investments August 2013 - Present
Burger King Corporation October 2002 - May 2014
Skills
Biomedical Devices, Equipment Testing, Computer Hardware..., Restaurant Management, Series 65, Computer Repair, Series 6, Series 63, Mutual Funds, Unified Managed Accounts, Debt Management, Term Life Insurance, 529 Plans, College Savings Plans, Indexed Annuities, Variable Annuities, Financial Analysis, Financial Services, Retirement Planning, IRAs, Asset Management, 401k Rollovers, Customer Service, Computer Hardware, Computer Maintenance, Electronics, Equipment Maintenance, Equipment Management, Equipment Installation, Test Equipment, Medical Devices, Troubleshooting, Team Leadership
Education
Southern California Institute of Technology 2014 — 2014
Certification, Biomedical Technology/Technician, 4.0
University of San Agustin 1997 — 2002
Bachelor of Science (BS), Computer Engineering
enBio January 2015 - Present
PFS Investments August 2013 - Present
Burger King Corporation October 2002 - May 2014
Skills
Biomedical Devices, Equipment Testing, Computer Hardware..., Restaurant Management, Series 65, Computer Repair, Series 6, Series 63, Mutual Funds, Unified Managed Accounts, Debt Management, Term Life Insurance, 529 Plans, College Savings Plans, Indexed Annuities, Variable Annuities, Financial Analysis, Financial Services, Retirement Planning, IRAs, Asset Management, 401k Rollovers, Customer Service, Computer Hardware, Computer Maintenance, Electronics, Equipment Maintenance, Equipment Management, Equipment Installation, Test Equipment, Medical Devices, Troubleshooting, Team Leadership
Education
Southern California Institute of Technology 2014 — 2014
Certification, Biomedical Technology/Technician, 4.0
University of San Agustin 1997 — 2002
Bachelor of Science (BS), Computer Engineering
Dharam (DC) Gunnia Dharam (DC) Gunnia's PFS Investments Experience May 2002 - November 2011
Job Project Manager
Industry Information Technology and Services
Experience
Teacher Retirement System of Texas July 2009 - January 2015
PFS Investments May 2002 - November 2011
City of New York June 2007 - June 2009
NJ Department of Treasury - Taxation January 2004 - June 2007
Merrill Lynch June 2002 - January 2004
Siemens Energy & Automation May 2000 - November 2001
Skills
SDLC, Visio, Requirements Gathering, Business Analysis, Business Process..., Systems Analysis, Software Project..., Vendor Management, Requirements Analysis, Data Analysis, Business Intelligence, Cognos, Project Management, Financial Analysis, Business Requirements, Integration, SAP, Quantitative Analytics, eFront, AlternativeSoft, Advent Tamale RMS, CGI Advantage ERP, Bloomberg Terminal, Enterprise Software, Analysis, Financial Modeling
Education
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2000
BS, Biological Science/Computer Science
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2000
Bachelor of Science (B.S.), Biology/Biological Sciences, General
Teacher Retirement System of Texas July 2009 - January 2015
PFS Investments May 2002 - November 2011
City of New York June 2007 - June 2009
NJ Department of Treasury - Taxation January 2004 - June 2007
Merrill Lynch June 2002 - January 2004
Siemens Energy & Automation May 2000 - November 2001
Skills
SDLC, Visio, Requirements Gathering, Business Analysis, Business Process..., Systems Analysis, Software Project..., Vendor Management, Requirements Analysis, Data Analysis, Business Intelligence, Cognos, Project Management, Financial Analysis, Business Requirements, Integration, SAP, Quantitative Analytics, eFront, AlternativeSoft, Advent Tamale RMS, CGI Advantage ERP, Bloomberg Terminal, Enterprise Software, Analysis, Financial Modeling
Education
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2000
BS, Biological Science/Computer Science
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2000
Bachelor of Science (B.S.), Biology/Biological Sciences, General
Robert Smiley Robert Smiley's PFS Investments Experience January 2012 - Present
Job Career Placement Specialist at JB Hunt Transport
Industry Transportation/Trucking/Railroad
Experience
JB Hunt Transport May 2014 - Present
PFS Investments January 2012 - Present
Pizza Hut 1993 - 2008
Skills
Life Insurance, Annuity Sales, Mutual Funds, Auto & Home Insurance, Long Term Care Insurance, Debt Elimination, Wills, Managed Funds, Indexed Annuities, Credit, Loans, Leadership, Sales, New Business Development, Retirement, Retirement Planning
Education
University of Arkansas at Fayetteville 2010 — 2012
Communication, General
NorthWest Arkansas Community College 2009 — 2011
Communication, General
JB Hunt Transport May 2014 - Present
PFS Investments January 2012 - Present
Pizza Hut 1993 - 2008
Skills
Life Insurance, Annuity Sales, Mutual Funds, Auto & Home Insurance, Long Term Care Insurance, Debt Elimination, Wills, Managed Funds, Indexed Annuities, Credit, Loans, Leadership, Sales, New Business Development, Retirement, Retirement Planning
Education
University of Arkansas at Fayetteville 2010 — 2012
Communication, General
NorthWest Arkansas Community College 2009 — 2011
Communication, General
Tiffani Tucker, MBA. Tiffani Tucker, MBA.'s PFS Investments Experience July 2014 - Present
Job Recruiter at PFS Investments
Industry Financial Services
Experience
PFS Investments July 2014 - Present
DynCorp International October 2011 - August 2014
Lockheed Missiles and Space May 2006 - March 2011
Lockheed Martin Space Systems Company May 2006 - May 2008
INROADS 2006 - 2008
Vacation Tour and Travel December 2004 - May 2006
Capital Analytics May 2003 - August 2003
Skills
Financial Analysis, Customer Service, Access, Microsoft Excel, Strategic Planning, SAP, Supply Management, Financial Reporting, PowerPoint, Outlook, Cost Accounting, Cross-functional Team..., Corporate Communications, Quickbooks, Supplier Management, COGNOS, WebFOCUS, DoD, DCAA, Microsoft Word, Data Analysis, Budget Monitoring, Research, Project Tracking, Citrix, OnBase
Education
Texas A&M University-Commerce 2010 — 2012
MBA, Business Administration/Finance, 3.0
University of North Texas 2004 — 2008
Bachelor, Accounting Control Systems
Townview Magnet HS 2000 — 2004
Diploma, Business Administration and Management, General
PFS Investments July 2014 - Present
DynCorp International October 2011 - August 2014
Lockheed Missiles and Space May 2006 - March 2011
Lockheed Martin Space Systems Company May 2006 - May 2008
INROADS 2006 - 2008
Vacation Tour and Travel December 2004 - May 2006
Capital Analytics May 2003 - August 2003
Skills
Financial Analysis, Customer Service, Access, Microsoft Excel, Strategic Planning, SAP, Supply Management, Financial Reporting, PowerPoint, Outlook, Cost Accounting, Cross-functional Team..., Corporate Communications, Quickbooks, Supplier Management, COGNOS, WebFOCUS, DoD, DCAA, Microsoft Word, Data Analysis, Budget Monitoring, Research, Project Tracking, Citrix, OnBase
Education
Texas A&M University-Commerce 2010 — 2012
MBA, Business Administration/Finance, 3.0
University of North Texas 2004 — 2008
Bachelor, Accounting Control Systems
Townview Magnet HS 2000 — 2004
Diploma, Business Administration and Management, General
Damian J Lyons Damian J Lyons's PFS Investments Experience September 2013 - Present
Job Investment Professional
Industry Financial Services
Experience
PFS Investments September 2013 - Present
Nationwide Insurance November 2012 - May 2013
VALIC September 2010 - November 2012
Huntington Bank February 2010 - August 2010
Self July 2009 - January 2010
Waddell & Reed July 2009 - January 2010
Waddell & Reed July 2009 - January 2010
Linsco/Private Ledger April 2007 - June 2009
LPL Financial Services 2007 - 2009
The Vanguard Group May 2005 - April 2007
Skills
Series 6, Series 7, Mutual Funds, Series 63, Retirement Planning, Retirement, IRAs, Securities, Uniform Combined State..., Insurance, Financial Advisory, Estate Planning, FINRA, Financial Planners, Financial Services, Investments, Life Insurance, Asset Managment, Fixed Annuities, Wealth Management, Bonds, Options, 401k, High Net Worth..., Customer Service, Asset Management, Financial Analysis, Finance, Portfolio Management, Loans, Financial Planning, Leadership, Microsoft Office, Sales, Strategic Planning, Coaching, Public Speaking
Education
Keller Graduate School of Management of DeVry University 2011 — 2014
Master of Information Systems and Management (MISM), Data Administration and Management
Southern University A&M College 1994 — 2001
B.S, Rehabilitation Counseling
Southern University and Agricultural and Mechanical College at Baton Rouge 1994 — 2001
Bachelor of Science, Rehabilitation Counseling/Psychology
Scotlandville Magnet High School 1990 — 1994
High School Diploma
PFS Investments September 2013 - Present
Nationwide Insurance November 2012 - May 2013
VALIC September 2010 - November 2012
Huntington Bank February 2010 - August 2010
Self July 2009 - January 2010
Waddell & Reed July 2009 - January 2010
Waddell & Reed July 2009 - January 2010
Linsco/Private Ledger April 2007 - June 2009
LPL Financial Services 2007 - 2009
The Vanguard Group May 2005 - April 2007
Skills
Series 6, Series 7, Mutual Funds, Series 63, Retirement Planning, Retirement, IRAs, Securities, Uniform Combined State..., Insurance, Financial Advisory, Estate Planning, FINRA, Financial Planners, Financial Services, Investments, Life Insurance, Asset Managment, Fixed Annuities, Wealth Management, Bonds, Options, 401k, High Net Worth..., Customer Service, Asset Management, Financial Analysis, Finance, Portfolio Management, Loans, Financial Planning, Leadership, Microsoft Office, Sales, Strategic Planning, Coaching, Public Speaking
Education
Keller Graduate School of Management of DeVry University 2011 — 2014
Master of Information Systems and Management (MISM), Data Administration and Management
Southern University A&M College 1994 — 2001
B.S, Rehabilitation Counseling
Southern University and Agricultural and Mechanical College at Baton Rouge 1994 — 2001
Bachelor of Science, Rehabilitation Counseling/Psychology
Scotlandville Magnet High School 1990 — 1994
High School Diploma
Tanya McCullough, CIS Tanya McCullough, CIS's PFS Investments Experience January 2001 - June 2009
Job Client Services Associate at First Republic Private Wealth Management
Industry Financial Services
Experience
First Republic Private Wealth Management August 2015 - Present
LPL Financial / E.F. Heagen & Assoc. November 2011 - August 2015
Healthline Medical, Inc. July 2009 - August 2013
Procter & Gamble June 2008 - July 2009
PFS Investments January 2001 - June 2009
PRICEWATERHOUSECOOPERS LLP September 1997 - June 2001
Skills
Impeccable..., Retirement Planning, Retirement Plan..., Strategy, Wealth Management, Insurance, IRAs, Leadership, Securities, Long Term Care Insurance, Strategic Planning, Variable Annuities, Fixed Annuities, Sales Process, New Business Development, Coaching, Professional Mentoring, Investments, Retirement, Business Development, Small Business, Series 65, Series 6, Series 63, Series 7
Education
Loyola Marymount University
BA, Psychology
First Republic Private Wealth Management August 2015 - Present
LPL Financial / E.F. Heagen & Assoc. November 2011 - August 2015
Healthline Medical, Inc. July 2009 - August 2013
Procter & Gamble June 2008 - July 2009
PFS Investments January 2001 - June 2009
PRICEWATERHOUSECOOPERS LLP September 1997 - June 2001
Skills
Impeccable..., Retirement Planning, Retirement Plan..., Strategy, Wealth Management, Insurance, IRAs, Leadership, Securities, Long Term Care Insurance, Strategic Planning, Variable Annuities, Fixed Annuities, Sales Process, New Business Development, Coaching, Professional Mentoring, Investments, Retirement, Business Development, Small Business, Series 65, Series 6, Series 63, Series 7
Education
Loyola Marymount University
BA, Psychology
Taylor Siemon Taylor Siemon's PFS Investments Experience June 2007 - Present
Job Investment Advisor Rep
Industry Financial Services
Experience
PFS Investments June 2007 - Present
University of New Mexico August 2005 - May 2007
Skills
Managed Accounts, Brokerage Expansion, Term Life Insurance, Debt Elimination, Investments, Mutual Funds, Annuities, Long Term Care, IRA's, 401k, Fixed Annuities, IRAs, Securities, Life Insurance, Insurance, Long-term Care, Financial Advisory, Financial Services, Managing Accounts, Series 6, Customer Service
Education
The University of New Mexico 2005 — 2007
PFS Investments June 2007 - Present
University of New Mexico August 2005 - May 2007
Skills
Managed Accounts, Brokerage Expansion, Term Life Insurance, Debt Elimination, Investments, Mutual Funds, Annuities, Long Term Care, IRA's, 401k, Fixed Annuities, IRAs, Securities, Life Insurance, Insurance, Long-term Care, Financial Advisory, Financial Services, Managing Accounts, Series 6, Customer Service
Education
The University of New Mexico 2005 — 2007
Nelson Jr Bendeck's PFS Investments Experience 2005 - 2007
Job President and Manager at Tasty Image Chocolates Bethesda, MD USA
Industry Retail
Experience
Tasty Image - Bethesda, Maryland November 2012 - Present
Corporación Sigma S.A. January 2007 - November 2012
Cochola 2008 - 2011
PFS Investments 2005 - 2007
Skills
Business Strategy, Leadership, Process Optimization
Education
INCAE Business School 2011 — 2011
Programa de Alta Gerencia - PAG 2011, Business Administration
The George Washington University 1999 — 2001
B.S. Systems Analysis and Engineering
Tasty Image - Bethesda, Maryland November 2012 - Present
Corporación Sigma S.A. January 2007 - November 2012
Cochola 2008 - 2011
PFS Investments 2005 - 2007
Skills
Business Strategy, Leadership, Process Optimization
Education
INCAE Business School 2011 — 2011
Programa de Alta Gerencia - PAG 2011, Business Administration
The George Washington University 1999 — 2001
B.S. Systems Analysis and Engineering
Carmen Gandulla Carmen Gandulla's PFS Investments Experience February 2004 - June 2006
Job Director, Community Development
Industry Government Relations
Experience
City of Jersey City September 2014 - Present
JPMorgan Chase September 2008 - September 2014
Construction Project Management Services June 2007 - July 2008
PFS Investments February 2004 - June 2006
Skills
Fluent Spanish, Leading People, Event Management, Public Relations, Coaching, Leadership Development, Mentoring, Social Media, Business Strategy, Budgeting, Banking, Customer Relations, Excel, Financial Analysis, Hospitality, Insurance, Negotiation, Non-profits, New Business Development, Microsoft Office, Organizational..., PowerPoint, Teamwork, Budgets, Leadership, Project Management, Investments, Customer Service, Small Business, Mortgage Lending, Cash Management, Risk Management, Finance, Microsoft Excel, Sales, Credit, Training, Business Development, Analysis, Management, Public Speaking, Financial Services, Relationship Management, Strategic Planning, Portfolio Management, Event Planning
Education
Rider University 1999 — 2003
Bachelor of Arts, Sociology, Minor Business Policy Law
City of Jersey City September 2014 - Present
JPMorgan Chase September 2008 - September 2014
Construction Project Management Services June 2007 - July 2008
PFS Investments February 2004 - June 2006
Skills
Fluent Spanish, Leading People, Event Management, Public Relations, Coaching, Leadership Development, Mentoring, Social Media, Business Strategy, Budgeting, Banking, Customer Relations, Excel, Financial Analysis, Hospitality, Insurance, Negotiation, Non-profits, New Business Development, Microsoft Office, Organizational..., PowerPoint, Teamwork, Budgets, Leadership, Project Management, Investments, Customer Service, Small Business, Mortgage Lending, Cash Management, Risk Management, Finance, Microsoft Excel, Sales, Credit, Training, Business Development, Analysis, Management, Public Speaking, Financial Services, Relationship Management, Strategic Planning, Portfolio Management, Event Planning
Education
Rider University 1999 — 2003
Bachelor of Arts, Sociology, Minor Business Policy Law
Anette Peterson Anette Peterson's PFS Investments Experience April 2001 - August 2004
Job HR Generalist at Hella
Industry Human Resources
Experience
Hella January 2006 - September 2010
Hella Lighting Corporation 2006 - September 2010
Kiser Global Network August 2004 - August 2005
PFS Investments April 2001 - August 2004
Keebler FMI Kellogg September 2000 - May 2001
Education
Staatl. Berufsschule III Fürth 1987 — 1990
Associate, Office Administration
High School 1983 — 1987
Diploma
Hella January 2006 - September 2010
Hella Lighting Corporation 2006 - September 2010
Kiser Global Network August 2004 - August 2005
PFS Investments April 2001 - August 2004
Keebler FMI Kellogg September 2000 - May 2001
Education
Staatl. Berufsschule III Fürth 1987 — 1990
Associate, Office Administration
High School 1983 — 1987
Diploma
LaQuisha Kitchen LaQuisha Kitchen's PFS Investments Experience February 2013 - Present
Job Division Leader, PFS Investments
Industry Financial Services
Experience
Betty Shabazz International Charter School August 2013 - Present
PFS Investments February 2013 - Present
Betty Shabazz International Charter School, Chicago Public Schools, Valparaiso Public Schools February 2004 - June 2013
Entertainment 2008 - 2013
Union Community Church UCC June 2007 - November 2008
New Beginnings Church of Chicago June 2004 - January 2005
Chestnut Health Systems January 2002 - April 2003
Steven Price Opticians June 1999 - May 2001
Education
Illinois State University
Bachelor's degree, Business Information Systems
Kenwood Academy High School
Betty Shabazz International Charter School August 2013 - Present
PFS Investments February 2013 - Present
Betty Shabazz International Charter School, Chicago Public Schools, Valparaiso Public Schools February 2004 - June 2013
Entertainment 2008 - 2013
Union Community Church UCC June 2007 - November 2008
New Beginnings Church of Chicago June 2004 - January 2005
Chestnut Health Systems January 2002 - April 2003
Steven Price Opticians June 1999 - May 2001
Education
Illinois State University
Bachelor's degree, Business Information Systems
Kenwood Academy High School
Peter Nicolini's PFS Investments Experience June 2013 - Present
Job Financial Educator at PFS
Industry Financial Services
Experience
PFS Investments June 2013 - Present
LIFE Leadership Development October 2011 - July 2013
Syracuse City School District September 2006 - June 2011
Skills
Financial Education, Educational Leadership, Teaching, Therapeutic Exercise, Prevention, Kinesiology, Strength & Conditioning, Curriculum Development, Nutrition, Tutoring, Wellness, Team Building, Public Speaking, Athletic Training, Exercise Physiology, Customer Service, Fitness, Leadership
Education
State University of New York College at Cortland 2002 — 2006
MST, Health Education
State University of New York College at Cortland 1996 — 2000
B.S., Athletic Training
PFS Investments June 2013 - Present
LIFE Leadership Development October 2011 - July 2013
Syracuse City School District September 2006 - June 2011
Skills
Financial Education, Educational Leadership, Teaching, Therapeutic Exercise, Prevention, Kinesiology, Strength & Conditioning, Curriculum Development, Nutrition, Tutoring, Wellness, Team Building, Public Speaking, Athletic Training, Exercise Physiology, Customer Service, Fitness, Leadership
Education
State University of New York College at Cortland 2002 — 2006
MST, Health Education
State University of New York College at Cortland 1996 — 2000
B.S., Athletic Training
Omotayo Tinubu Omotayo Tinubu's PFS Investments Experience October 2011 - May 2013
Job Author ∙ CFA Level II Candidate
Industry Financial Services
Experience
Blackbrick Publishing Company May 2013 - Present
PFS Investments October 2011 - May 2013
ItzBiz Inc. March 2010 - August 2010
Skills
Microsoft Excel, Financial Analysis, Mutual Funds, Retirement Planning, Investments, Portfolio Management, Finance, Wealth Management, Business Planning, Valuation
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2010
Bachelor of Business Administration (BBA), Finance, General, Summa Cum Laude
Blackbrick Publishing Company May 2013 - Present
PFS Investments October 2011 - May 2013
ItzBiz Inc. March 2010 - August 2010
Skills
Microsoft Excel, Financial Analysis, Mutual Funds, Retirement Planning, Investments, Portfolio Management, Finance, Wealth Management, Business Planning, Valuation
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2010
Bachelor of Business Administration (BBA), Finance, General, Summa Cum Laude
Claudia Powell Claudia Powell's PFS Investments Experience April 2008 - Present
Job Financial Coach at PFS Investments
Industry Education Management
Experience
Arlington ISD August 2008 - Present
PFS Investments April 2008 - Present
Cedar Hill ISD July 2007 - June 2008
South Huntington UFSD August 1995 - July 2007
Skills
Strategic Financial..., Retirement Plan..., 529 Plans, Investments, Staff Development, Elementary Education, Classroom, Differentiated..., Teaching, Language Arts, Strategy, Data Driven Instruction, K-12, Classroom Management, RTI, Lesson Planning, Instructional Technology, Curriculum Mapping, Literacy, Special Education, Educational Leadership, Gifted Education, Curriculum Design, Technology Integration, Curriculum Development
Education
State University of New York at Stony Brook 2005 — 2007
Master of Arts (MA), Educational Leadership and Administration, General, 3.9
Fordham University 1993 — 1994
Masters in the Science Teaching, Elementary Education and Teaching
Arlington ISD August 2008 - Present
PFS Investments April 2008 - Present
Cedar Hill ISD July 2007 - June 2008
South Huntington UFSD August 1995 - July 2007
Skills
Strategic Financial..., Retirement Plan..., 529 Plans, Investments, Staff Development, Elementary Education, Classroom, Differentiated..., Teaching, Language Arts, Strategy, Data Driven Instruction, K-12, Classroom Management, RTI, Lesson Planning, Instructional Technology, Curriculum Mapping, Literacy, Special Education, Educational Leadership, Gifted Education, Curriculum Design, Technology Integration, Curriculum Development
Education
State University of New York at Stony Brook 2005 — 2007
Master of Arts (MA), Educational Leadership and Administration, General, 3.9
Fordham University 1993 — 1994
Masters in the Science Teaching, Elementary Education and Teaching
Curtis Henderson Curtis Henderson's PFS Investments Experience December 2012 - Present
Job Financial Coach
Industry Financial Services
Experience
PFS Investments December 2012 - Present
Sterling Construction Company, Inc. June 2007 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java, HTML, C, Windows, Outlook
Education
Delaware Technical and Community College-Stanton-Wilmington 2011 — 2014
Associate of Arts (A.A.), Human Services, General
St. Georges Technical High School 2007 — 2011
PFS Investments December 2012 - Present
Sterling Construction Company, Inc. June 2007 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java, HTML, C, Windows, Outlook
Education
Delaware Technical and Community College-Stanton-Wilmington 2011 — 2014
Associate of Arts (A.A.), Human Services, General
St. Georges Technical High School 2007 — 2011
Sean R. Sherrod Sean R. Sherrod's PFS Investments Experience May 2012 - May 2013
Job Wealth Strategies Advisor at Michigan Financial Companies
Industry Financial Services
Experience
Michigan Financial Companies April 2014 - Present
Upstream Investment Partners, LLC October 2013 - April 2014
Bakalis Financial May 2013 - September 2013
PFS Investments May 2012 - May 2013
Synthes April 1996 - March 2012
Forest Pharmaceuticals October 1994 - March 1996
Forest Pharmaceuticals December 1992 - September 1994
Skills
SR 7, 65, 63, 6 and..., Sales, Investments, Financial Planning, Strategic Planning, Medical Devices, Healthcare, Sales Management, Retirement Planning, Leadership, Customer Service
Education
Michigan State University 1988 — 1992
Psychology
Okemos High School 1984 — 1988
Michigan Financial Companies April 2014 - Present
Upstream Investment Partners, LLC October 2013 - April 2014
Bakalis Financial May 2013 - September 2013
PFS Investments May 2012 - May 2013
Synthes April 1996 - March 2012
Forest Pharmaceuticals October 1994 - March 1996
Forest Pharmaceuticals December 1992 - September 1994
Skills
SR 7, 65, 63, 6 and..., Sales, Investments, Financial Planning, Strategic Planning, Medical Devices, Healthcare, Sales Management, Retirement Planning, Leadership, Customer Service
Education
Michigan State University 1988 — 1992
Psychology
Okemos High School 1984 — 1988
Simon Lizardo Simon Lizardo's PFS Investments Experience September 2007 - Present
Job Sr. System Technichian at HSBC NA
Industry Financial Services
Experience
HSBC NA January 2014 - Present
PFS Investments September 2007 - Present
AVI SPL February 2008 - January 2014
AVI SPL February 2008 - January 2014
HSBC 1998 - 2008
Skills
Series 6, Customer Service, Team Leadership, Microsoft Office, Troubleshooting, Project Management, Mutual Funds, Leadership, Series 63, PowerPoint, Fixed Annuities, Budgets, Training, Cisco Technologies, Video Conferencing, FINRA, Process Improvement, Codian, Access, Strategic Financial..., Data Entry, Microsoft Excel, Lotus Notes, Insurance, Employee Benefits, Banking, Networking, Call Centers, Management, Telepresence, Account Management, Computer Hardware, AV, Vendor Management, Telecommunications, Software Documentation, Teamwork, Visio, Integration, Salesforce.com, Tandberg, Technical Support, VoIP, Unified Communications, Hardware
Education
Devry McHenry Community College
Harper College
McHenry County College
HSBC NA January 2014 - Present
PFS Investments September 2007 - Present
AVI SPL February 2008 - January 2014
AVI SPL February 2008 - January 2014
HSBC 1998 - 2008
Skills
Series 6, Customer Service, Team Leadership, Microsoft Office, Troubleshooting, Project Management, Mutual Funds, Leadership, Series 63, PowerPoint, Fixed Annuities, Budgets, Training, Cisco Technologies, Video Conferencing, FINRA, Process Improvement, Codian, Access, Strategic Financial..., Data Entry, Microsoft Excel, Lotus Notes, Insurance, Employee Benefits, Banking, Networking, Call Centers, Management, Telepresence, Account Management, Computer Hardware, AV, Vendor Management, Telecommunications, Software Documentation, Teamwork, Visio, Integration, Salesforce.com, Tandberg, Technical Support, VoIP, Unified Communications, Hardware
Education
Devry McHenry Community College
Harper College
McHenry County College
Steve Cannon Steve Cannon's PFS Investments Experience 2004 - 2007
Job Membership Director at Gainesville Area Chamber of Commerce
Industry Civic & Social Organization
Experience
Gainesville Area Chamber of Commerce August 2013 - Present
The Sebastian Ferrero Foundation April 2011 - Present
Gainesville Area Chamber of Commerce January 2012 - July 2013
Konica Minolta Business Solutions USA December 2009 - July 2013
Trippe Management 2008 - 2009
PFS Investments 2004 - 2007
CIS Inc. 1998 - 2004
Konica Minolta Business Solutions U.S.A., Inc. 1995 - 1998
Konica Minolta Business Solutions U.S.A., Inc. 1994 - 1995
Konica Business Machines 1990 - 1994
Skills
Strategic Planning, Marketing, Sales, Public Speaking, Financial Analysis, Key Account Management, Customer Service, New Business Development, Team Building, Account Management, Managed Print Services, Organizational..., Leadership, Customer Satisfaction, Marketing Communications, Sales Management, Coaching, Selling, Management, B2B, Training, Solution Selling, Time Management, Budgets, Business Development, Marketing Strategy, Sales Process, Direct Sales, Advertising, Social Media, Public Relations, Social Networking, Team Leadership, Small Business, Fundraising, Cold Calling, Online Marketing, Social Media Marketing
Education
Siena College 1980 — 1984
Marketing / Management
Dale Carnegie Training
Public Speaking Certificate
Dale Carnegie Training
How to Win Friends and Influence People in Business Certificate
Gainesville Area Chamber of Commerce August 2013 - Present
The Sebastian Ferrero Foundation April 2011 - Present
Gainesville Area Chamber of Commerce January 2012 - July 2013
Konica Minolta Business Solutions USA December 2009 - July 2013
Trippe Management 2008 - 2009
PFS Investments 2004 - 2007
CIS Inc. 1998 - 2004
Konica Minolta Business Solutions U.S.A., Inc. 1995 - 1998
Konica Minolta Business Solutions U.S.A., Inc. 1994 - 1995
Konica Business Machines 1990 - 1994
Skills
Strategic Planning, Marketing, Sales, Public Speaking, Financial Analysis, Key Account Management, Customer Service, New Business Development, Team Building, Account Management, Managed Print Services, Organizational..., Leadership, Customer Satisfaction, Marketing Communications, Sales Management, Coaching, Selling, Management, B2B, Training, Solution Selling, Time Management, Budgets, Business Development, Marketing Strategy, Sales Process, Direct Sales, Advertising, Social Media, Public Relations, Social Networking, Team Leadership, Small Business, Fundraising, Cold Calling, Online Marketing, Social Media Marketing
Education
Siena College 1980 — 1984
Marketing / Management
Dale Carnegie Training
Public Speaking Certificate
Dale Carnegie Training
How to Win Friends and Influence People in Business Certificate
Athena Mitchell Athena Mitchell's PFS Investments Experience April 2010 - Present
Job District Leader at PFS Investments
Industry Financial Services
Experience
PFS Investments April 2010 - Present
Skills
Insurance, Leadership, Community Outreach, Leadership Development, Debt Elimination, Mutual Funds, Term Life Insurance
Education
Northeastern Illinois University 2008 — 2011
Bachelors of Arts, Justice Studies
PFS Investments April 2010 - Present
Skills
Insurance, Leadership, Community Outreach, Leadership Development, Debt Elimination, Mutual Funds, Term Life Insurance
Education
Northeastern Illinois University 2008 — 2011
Bachelors of Arts, Justice Studies
Jerry (Gerald) Bruzek Jerry (Gerald) Bruzek's PFS Investments Experience July 2003 - August 2010
Job CRPS, CRPC, Mutual of America
Industry Financial Services
Experience
Mutual of America April 2012 - Present
Merrill Lynch August 2010 - April 2012
PFS Investments July 2003 - August 2010
Skills
Estate Planning, Life Insurance, Portfolio Management, Asset Allocation, Investments, Strategic Financial..., Long-term Care, Financial Advisory, Variable Annuities, Series 7, Retirement Planning, Wealth Management, 401k, Mutual Funds, Retirement, Financial Planning
Education
Brown College 1980 — 1981
Mutual of America April 2012 - Present
Merrill Lynch August 2010 - April 2012
PFS Investments July 2003 - August 2010
Skills
Estate Planning, Life Insurance, Portfolio Management, Asset Allocation, Investments, Strategic Financial..., Long-term Care, Financial Advisory, Variable Annuities, Series 7, Retirement Planning, Wealth Management, 401k, Mutual Funds, Retirement, Financial Planning
Education
Brown College 1980 — 1981
Miguel Illidge's PFS Investments Experience March 2014 - Present
Job Primerica Financial Services
Industry Financial Services
Experience
PFS Investments March 2014 - Present
Brokers Investments LLC August 2013 - April 2014
Y&Y Business Consultants January 2013 - August 2013
IBG Interbrokers Group October 2011 - December 2012
Zona Fresca Inc January 2010 - March 2011
Akros Investments LLC March 2008 - November 2010
Skills
Marketing, Spanish, Sales, Forecasting, Microsoft Office, Customer Service, Goal Oriented, English, Public Relations, Variable Annuities, Selling, Negotiation, Investments, Real Estate, Investment Properties, Real Estate Transactions, Life Insurance, Trading, Options, Series 6, Team Leadership, Financial Analysis, Leadership, Management, Sales Management, Portfolio Management, LED lighting systems
Education
Universidad Latinoamericana de Ciencias y Tecnologia 2007 — 2007
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Universidad de La Sabana 2001 — 2006
PFS Investments March 2014 - Present
Brokers Investments LLC August 2013 - April 2014
Y&Y Business Consultants January 2013 - August 2013
IBG Interbrokers Group October 2011 - December 2012
Zona Fresca Inc January 2010 - March 2011
Akros Investments LLC March 2008 - November 2010
Skills
Marketing, Spanish, Sales, Forecasting, Microsoft Office, Customer Service, Goal Oriented, English, Public Relations, Variable Annuities, Selling, Negotiation, Investments, Real Estate, Investment Properties, Real Estate Transactions, Life Insurance, Trading, Options, Series 6, Team Leadership, Financial Analysis, Leadership, Management, Sales Management, Portfolio Management, LED lighting systems
Education
Universidad Latinoamericana de Ciencias y Tecnologia 2007 — 2007
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Universidad de La Sabana 2001 — 2006
Mark A Hebert's PFS Investments Experience February 2015 - Present
Job Universal Business Development Music XPR and Senior Financial Representative PFS Investments
Industry Banking
Experience
Music XPR July 2015 - Present
PFS Investments February 2015 - Present
Three PIece Suit Production Company August 1997 - July 2015
JP Morgan Chase September 2008 - February 2013
Guitar Center 1982 - 2013
Wuli Records-Studio Ten23 2001 - 2012
Hebert Trading March 1982 - July 2008
Skills
Options, Trading, Investments, Financial Markets, FX Options, Derivatives, Equities, Technical Analysis, Hedge Funds, Electronic Trading, Fixed Income, Securities, Alternative Investments, Risk Management, Bonds, Series 7, Capital Markets, Portfolio Management, Series 63, Asset Managment, Music Composition, Music Theory, Integrated Production, Session Musician
Education
DePaul University 2006 — 2007
Theory, Theory
Henry Ford Community College 1978 — 1980
BJP, Theory
University of Detroit / Marygrove
Theory
Wayne State University
Theory
Music XPR July 2015 - Present
PFS Investments February 2015 - Present
Three PIece Suit Production Company August 1997 - July 2015
JP Morgan Chase September 2008 - February 2013
Guitar Center 1982 - 2013
Wuli Records-Studio Ten23 2001 - 2012
Hebert Trading March 1982 - July 2008
Skills
Options, Trading, Investments, Financial Markets, FX Options, Derivatives, Equities, Technical Analysis, Hedge Funds, Electronic Trading, Fixed Income, Securities, Alternative Investments, Risk Management, Bonds, Series 7, Capital Markets, Portfolio Management, Series 63, Asset Managment, Music Composition, Music Theory, Integrated Production, Session Musician
Education
DePaul University 2006 — 2007
Theory, Theory
Henry Ford Community College 1978 — 1980
BJP, Theory
University of Detroit / Marygrove
Theory
Wayne State University
Theory
Maria Alejandra Sansiverio Medina Maria Alejandra Sansiverio Medina's PFS Investments Experience July 2015 - Present
Job Student at Miami University
Industry Financial Services
Experience
PFS Investments July 2015 - Present
Education
Carlos Albizu University - Miami Campus 2012 — 2020
Bachelor's degree, Psychology
PFS Investments July 2015 - Present
Education
Carlos Albizu University - Miami Campus 2012 — 2020
Bachelor's degree, Psychology
Thomas Flowers Thomas Flowers's PFS Investments Experience October 2012 - November 2012
Job Founder, CEO Sparq Development Association
Industry Philanthropy
Experience
Midtown Athletic Clubs November 2012 - February 2014
PFS Investments October 2012 - November 2012
Saiphs Inc. June 2008 - July 2012
Skills
Leadership, Management, Marketing, Strategy, Sales Operations, Sales, New Business Development, Strategic Planning, Direct Marketing, Advertising, Public Relations, Negotiation, Analysis, Human Resources, Proposal Writing, Customer Service, Event Planning, Retirement Planning, Life Insurance, Coaching, Sports, Sports Management, Sports Marketing, Event Management
Education
The University of Georgia 2003 — 2007
Bachelor of Education (B.Ed.), Sports Studies
The University of Georgia 2003 — 2007
Sports Studies, Kinesiology and Exercise Science
Midtown Athletic Clubs November 2012 - February 2014
PFS Investments October 2012 - November 2012
Saiphs Inc. June 2008 - July 2012
Skills
Leadership, Management, Marketing, Strategy, Sales Operations, Sales, New Business Development, Strategic Planning, Direct Marketing, Advertising, Public Relations, Negotiation, Analysis, Human Resources, Proposal Writing, Customer Service, Event Planning, Retirement Planning, Life Insurance, Coaching, Sports, Sports Management, Sports Marketing, Event Management
Education
The University of Georgia 2003 — 2007
Bachelor of Education (B.Ed.), Sports Studies
The University of Georgia 2003 — 2007
Sports Studies, Kinesiology and Exercise Science
Marchello Calixto's PFS Investments Experience 2005 - 2006
Job Inventory/ Import/ Purchasing Manager at Stone City / International Marble and Granite
Industry Import and Export
Experience
Stone City / International Marble and Granite August 2007 - Present
Bank of America 2006 - 2007
PFS Investments 2005 - 2006
US Navy 2000 - 2004
Skills
Operations Management, Training, Purchasing, Import Logistics, Customs Brokerage, Quality Assurance, Event Planning, Import, Logistics, Export, International Trade, PowerPoint, Contract Negotiation, Warehousing, International Business, Team Building, Inventory Management, Transportation, Negotiation
Education
Northeastern Illinois University 2004 — 2008
BA, Human Resource and Development
Stone City / International Marble and Granite August 2007 - Present
Bank of America 2006 - 2007
PFS Investments 2005 - 2006
US Navy 2000 - 2004
Skills
Operations Management, Training, Purchasing, Import Logistics, Customs Brokerage, Quality Assurance, Event Planning, Import, Logistics, Export, International Trade, PowerPoint, Contract Negotiation, Warehousing, International Business, Team Building, Inventory Management, Transportation, Negotiation
Education
Northeastern Illinois University 2004 — 2008
BA, Human Resource and Development
Demarco Singleton's PFS Investments Experience April 2015 - Present
Job Licensed Insurance Agent in N. Carolina and Bank Teller at Wells Fargo Bank N.A.
Industry Financial Services
Experience
PFS Investments April 2015 - Present
Wells Fargo December 2013 - Present
Harris Teeter October 2010 - Present
Burger King Corporation May 2012 - Present
Abercrombie & Fitch November 2012 - Present
Sonic Drive-In February 2009 - October 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Mathematics, Cashiering, Catering, Social Networking
Education
North Carolina Agricultural and Technical State University 2011 — 2015
Bachelor of Science (BS), Finance, General
PFS Investments April 2015 - Present
Wells Fargo December 2013 - Present
Harris Teeter October 2010 - Present
Burger King Corporation May 2012 - Present
Abercrombie & Fitch November 2012 - Present
Sonic Drive-In February 2009 - October 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Mathematics, Cashiering, Catering, Social Networking
Education
North Carolina Agricultural and Technical State University 2011 — 2015
Bachelor of Science (BS), Finance, General
Emmanuel Bailey's PFS Investments Experience December 2013 - September 2014
Job Follower of Christ, Lacrosse Enthusiast, Innovator, and Entrepreneur
Industry Sports
Experience
Peterson Chevrolet June 2015 - Present
Treasure Valley Youth Lacrosse League October 2014 - Present
Jared the Galleria of Jewelry October 2014 - Present
PFS Investments December 2013 - September 2014
Grand Canyon University December 2012 - August 2013
City of Mesa February 2013 - July 2013
Finish Line December 2011 - February 2012
Skills
Small Business, Business Process..., Successful Business..., Passion for Success, Success Consultant, Business Innovation, Business Coaching, Transformational Life..., Sales, Leadership, Public Speaking, Coaching, Social Networking, Team Building, Customer Service
Education
Grand Canyon University 2012 — 2013
Peterson Chevrolet June 2015 - Present
Treasure Valley Youth Lacrosse League October 2014 - Present
Jared the Galleria of Jewelry October 2014 - Present
PFS Investments December 2013 - September 2014
Grand Canyon University December 2012 - August 2013
City of Mesa February 2013 - July 2013
Finish Line December 2011 - February 2012
Skills
Small Business, Business Process..., Successful Business..., Passion for Success, Success Consultant, Business Innovation, Business Coaching, Transformational Life..., Sales, Leadership, Public Speaking, Coaching, Social Networking, Team Building, Customer Service
Education
Grand Canyon University 2012 — 2013
Hannah Ruibal's PFS Investments Experience January 2015 - Present
Job Financial Advisor at PFS Investments
Industry Financial Services
Experience
PFS Investments January 2015 - Present
Halliburton January 2014 - February 2015
Natalie B Brasseaux, D.D.S 2012 - 2013
Northshore Title, LLC 2010 - 2012
Skills
Environmental Compliance, Deepwater, Supervisory Skills, PowerPoint, Data Entry, Microsoft Excel, Cpr Certified, Management, Filing, Public Relations, Dentistry, Surgery, X-ray, Logistics, Healthcare, Medical Terminology, Microsoft Word, Term Life Insurance, Legal protection plan, Life Insurance, CPR Certified
Education
Nicholls State University 2013 — 2014
Associate's degree, Petroleum Engineering Technology and Safety Management
Southeastern Louisiana University 2008 — 2012
Bachelor's degree, Biology, General, 3.34 GPA
Halliburton Mud School
Certified Mud Engineer
PFS Investments January 2015 - Present
Halliburton January 2014 - February 2015
Natalie B Brasseaux, D.D.S 2012 - 2013
Northshore Title, LLC 2010 - 2012
Skills
Environmental Compliance, Deepwater, Supervisory Skills, PowerPoint, Data Entry, Microsoft Excel, Cpr Certified, Management, Filing, Public Relations, Dentistry, Surgery, X-ray, Logistics, Healthcare, Medical Terminology, Microsoft Word, Term Life Insurance, Legal protection plan, Life Insurance, CPR Certified
Education
Nicholls State University 2013 — 2014
Associate's degree, Petroleum Engineering Technology and Safety Management
Southeastern Louisiana University 2008 — 2012
Bachelor's degree, Biology, General, 3.34 GPA
Halliburton Mud School
Certified Mud Engineer
Justin M. Marcus Justin M. Marcus's PFS Investments Experience October 2007 - May 2013
Job Division Director at Robert Half. Tel No: 3016567121 / Email: justin.marcus@roberthalf.com
Industry Staffing and Recruiting
Experience
Robert Half May 2013 - Present
PFS Investments October 2007 - May 2013
Education
Towson University 2008 — 2010
Business, Finance
Howard Community College 2006 — 2008
Associate of Arts (A.A.), Finance, General
Robert Half May 2013 - Present
PFS Investments October 2007 - May 2013
Education
Towson University 2008 — 2010
Business, Finance
Howard Community College 2006 — 2008
Associate of Arts (A.A.), Finance, General
Billy Gribble Billy Gribble's PFS Investments Experience 2014 - Present
Job RVP at Primerica
Industry Financial Services
Experience
PFS Investments 2014 - Present
Gribble, Carpenter & Associates, PLLC March 2003 - August 2014
William Gribble August 2014 - 2014
Education
The University of Memphis—Cecil C. Humphreys School of Law 1999 — 2002
JD, Law
Tusculum College 1995 — 1998
Bachelor of Science (BS), Business Administration, Management and Operations
PFS Investments 2014 - Present
Gribble, Carpenter & Associates, PLLC March 2003 - August 2014
William Gribble August 2014 - 2014
Education
The University of Memphis—Cecil C. Humphreys School of Law 1999 — 2002
JD, Law
Tusculum College 1995 — 1998
Bachelor of Science (BS), Business Administration, Management and Operations
Ellory Wells's PFS Investments Experience August 2005 - December 2008
Job #1 Bestselling Author | Personal Business Coach | Podcaster
Industry Professional Training & Coaching
Experience
DwizzyWid Media LLC January 2012 - Present
DwizzyWid Media LLC December 2013 - Present
Dell October 2009 - January 2014
IBM August 2008 - February 2009
PFS Investments August 2005 - December 2008
Dell June 2004 - March 2005
Skills
Leadership, Personal Development, Writing, Account Management, E-commerce, Business Strategy, Sales Process, Solution Selling, Strategy, Coaching, Sales, Sales Presentations, Sales Management, Networking, Team Leadership, Management, Project Management, Training, Public Speaking, Social Media Marketing, Leadership Development, Business Intelligence, Screening Resumes, Social Media, Thought Leadership, Sales Operations, Dell, Resume Writing, SEO, Presentation Coaching, Personal Branding, Search Engine Ranking, Dell Computers, Business Development
Education
Baylor University 2002 — 2006
B.A., Psychology
DHS 1998 — 2002
DwizzyWid Media LLC January 2012 - Present
DwizzyWid Media LLC December 2013 - Present
Dell October 2009 - January 2014
IBM August 2008 - February 2009
PFS Investments August 2005 - December 2008
Dell June 2004 - March 2005
Skills
Leadership, Personal Development, Writing, Account Management, E-commerce, Business Strategy, Sales Process, Solution Selling, Strategy, Coaching, Sales, Sales Presentations, Sales Management, Networking, Team Leadership, Management, Project Management, Training, Public Speaking, Social Media Marketing, Leadership Development, Business Intelligence, Screening Resumes, Social Media, Thought Leadership, Sales Operations, Dell, Resume Writing, SEO, Presentation Coaching, Personal Branding, Search Engine Ranking, Dell Computers, Business Development
Education
Baylor University 2002 — 2006
B.A., Psychology
DHS 1998 — 2002
Bliss Varughese Bliss Varughese's PFS Investments Experience December 2014 - Present
Job Personal Financial Consultant (District Leader) PFS Investments
Industry Investment Management
Experience
PFS Investments December 2014 - Present
Hertz January 2007 - November 2014
Sealed Air Corporation November 2005 - January 2007
Tiffany & Co. January 2003 - November 2005
Ernst & Young September 1998 - January 2003
Skills
Internal Controls, SEC filings, Auditing, Hyperion Enterprise, Variance Analysis, Accounting, Internal Audit, Financial Audits, Budgets, Financial Statements, 10Q, Finance, Financial Reporting, HFM, General Ledger, Cash Flow, Hyperion HFM, ERP, External Audit, Financial Analysis, Consolidation, Financial Forecasting, GAAP, Process Improvement, Sarbanes-Oxley, Sarbanes-Oxley Act, Hyperion, SEC Filings
Education
Pace University - Lubin School of Business 1994 — 1998
Bachelor of Business Administration (BBA), Accounting and Law
PFS Investments December 2014 - Present
Hertz January 2007 - November 2014
Sealed Air Corporation November 2005 - January 2007
Tiffany & Co. January 2003 - November 2005
Ernst & Young September 1998 - January 2003
Skills
Internal Controls, SEC filings, Auditing, Hyperion Enterprise, Variance Analysis, Accounting, Internal Audit, Financial Audits, Budgets, Financial Statements, 10Q, Finance, Financial Reporting, HFM, General Ledger, Cash Flow, Hyperion HFM, ERP, External Audit, Financial Analysis, Consolidation, Financial Forecasting, GAAP, Process Improvement, Sarbanes-Oxley, Sarbanes-Oxley Act, Hyperion, SEC Filings
Education
Pace University - Lubin School of Business 1994 — 1998
Bachelor of Business Administration (BBA), Accounting and Law
Karen Rai Karen Rai's PFS Investments Experience November 2011 - Present
Job Support Center Technician at Norco College
Industry Public Relations and Communications
Experience
Norco College June 2015 - Present
PFS Investments November 2011 - Present
Wilfred J Airey Library August 2013 - June 2015
Ironwood Smoke Shop June 2011 - 2013
Abercrombie & Fitch June 2011 - June 2012
Rite Price Wholesale August 2008 - 2010
Skills
Financial Services, Office Management, Customer Service, Leadership Development, Microsoft Office, Retail Sales, Student Government, Cosmetology, Floral Design, Photoshop, Portrait Photography, Makeup Artistry, Social Services, Economics, People Skills, State Board Certified, Front Office Support, Telephone Skills, Microsoft Word, Public Speaking, Organizational..., Employee Training, Interviews, Teamwork, Leadership, Microsoft Excel, Research, Event Planning, PowerPoint
Education
California State University-Fullerton 2014 — 2016
Bachelor of Arts (B.A.), Business/ Management and Marketing, Communications/ Public Relations, 3.5
Norco College 2011 — 2014
Associate's Degree, Administration and Information System, 3.4
Riverside City College 2011 — 2014
Associate's Degree, Social and Behaviral Science, 3.2
Norco College June 2015 - Present
PFS Investments November 2011 - Present
Wilfred J Airey Library August 2013 - June 2015
Ironwood Smoke Shop June 2011 - 2013
Abercrombie & Fitch June 2011 - June 2012
Rite Price Wholesale August 2008 - 2010
Skills
Financial Services, Office Management, Customer Service, Leadership Development, Microsoft Office, Retail Sales, Student Government, Cosmetology, Floral Design, Photoshop, Portrait Photography, Makeup Artistry, Social Services, Economics, People Skills, State Board Certified, Front Office Support, Telephone Skills, Microsoft Word, Public Speaking, Organizational..., Employee Training, Interviews, Teamwork, Leadership, Microsoft Excel, Research, Event Planning, PowerPoint
Education
California State University-Fullerton 2014 — 2016
Bachelor of Arts (B.A.), Business/ Management and Marketing, Communications/ Public Relations, 3.5
Norco College 2011 — 2014
Associate's Degree, Administration and Information System, 3.4
Riverside City College 2011 — 2014
Associate's Degree, Social and Behaviral Science, 3.2
Amos Jackson Mfwangavo Amos Jackson Mfwangavo's PFS Investments Experience December 2010 - March 2015
Job President and Founder at Real Life International Ministries Inc.
Industry Nonprofit Organization Management
Experience
Real Life International Ministries Inc. March 2015 - Present
PFS Investments December 2010 - March 2015
RMS Of Ohio Inc. October 2007 - December 2010
Skills
Team Building, Project Management, Microsoft Office, Facilities Management, Strategic Planning, Budgets, Social Media, Customer Service, Training, Retirement, CRM, Finance, Investments, Financial Advisory, Financial Services, Public Speaking, Management, Leadership
Education
Ashworth College 2005 — 2009
Associate degree, Marketing/Marketing Management, General
Hocking College
Associate's degree, Information Technology
Real Life International Ministries Inc. March 2015 - Present
PFS Investments December 2010 - March 2015
RMS Of Ohio Inc. October 2007 - December 2010
Skills
Team Building, Project Management, Microsoft Office, Facilities Management, Strategic Planning, Budgets, Social Media, Customer Service, Training, Retirement, CRM, Finance, Investments, Financial Advisory, Financial Services, Public Speaking, Management, Leadership
Education
Ashworth College 2005 — 2009
Associate degree, Marketing/Marketing Management, General
Hocking College
Associate's degree, Information Technology
Vivian Aguayo Vivian Aguayo's PFS Investments Experience January 2014 - Present
Job Financial Coach
Industry Financial Services
Experience
CASA Maryland September 2015 - Present
The Aguayo Group January 2014 - Present
Shady Grove Medical Center May 2015 - Present
PFS Investments January 2014 - Present
CASA October 2014 - September 2015
Wellstone Action September 2015 - 2015
The George Washington University Hospital January 2013 - April 2014
WyzAnt Tutoring August 2011 - April 2014
CASA in Action August 2012 - November 2012
Kids After Hours October 2011 - June 2012
Skills
Spanish, Tutoring, Mac, Leadership, Social Networking, Management, Multimedia, Teamwork, Performing, Editing, Troubleshooting, Violin, Windows, Written Communication, Cerner, Adaptability, Collaboration, Computer Literacy, Creativity, Customer Service, Debt Restructuring, Diversity, Investments, Multicultural..., Mutual Funds, Organization, PC, Personal Financial..., Problem-Solving, Public Performance, Technology, Verbal Communication, Communication, Community Outreach, Microsoft Office, Problem Solving, Public Speaking, PowerPoint
Education
Spelman College
Pontificia Universidad Católica Madre y Maestra
University of Maryland College Park
Springbrook High School
CASA Maryland September 2015 - Present
The Aguayo Group January 2014 - Present
Shady Grove Medical Center May 2015 - Present
PFS Investments January 2014 - Present
CASA October 2014 - September 2015
Wellstone Action September 2015 - 2015
The George Washington University Hospital January 2013 - April 2014
WyzAnt Tutoring August 2011 - April 2014
CASA in Action August 2012 - November 2012
Kids After Hours October 2011 - June 2012
Skills
Spanish, Tutoring, Mac, Leadership, Social Networking, Management, Multimedia, Teamwork, Performing, Editing, Troubleshooting, Violin, Windows, Written Communication, Cerner, Adaptability, Collaboration, Computer Literacy, Creativity, Customer Service, Debt Restructuring, Diversity, Investments, Multicultural..., Mutual Funds, Organization, PC, Personal Financial..., Problem-Solving, Public Performance, Technology, Verbal Communication, Communication, Community Outreach, Microsoft Office, Problem Solving, Public Speaking, PowerPoint
Education
Spelman College
Pontificia Universidad Católica Madre y Maestra
University of Maryland College Park
Springbrook High School
Rey Mallari's PFS Investments Experience October 2012 - April 2015
Job Registered Representative at Parsonex Securities Inc.
Industry Financial Services
Experience
LabCorp August 2015 - Present
Parsonex Securities Inc. April 2015 - Present
LabCorp July 2009 - Present
PFS Investments October 2012 - April 2015
El Camino College December 2007 - May 2009
Skills
Investments, Finance, Retirement Planning, Retirement, Strategic Planning, Financial Analysis, Leadership, Customer Service, Public Speaking, 401k, Financial Planning, PCR, Mutual Funds, Variable Annuities, Financial Services, Term Life Insurance, Estate Planning, 529 Plans, Living Trust, Wealth Accumulation, IRAs, Small Business, Annuities
Education
California State University-Long Beach 1999 — 2006
Bachelor of Science (B.S.), Kinesiology and Exercise Science
LabCorp August 2015 - Present
Parsonex Securities Inc. April 2015 - Present
LabCorp July 2009 - Present
PFS Investments October 2012 - April 2015
El Camino College December 2007 - May 2009
Skills
Investments, Finance, Retirement Planning, Retirement, Strategic Planning, Financial Analysis, Leadership, Customer Service, Public Speaking, 401k, Financial Planning, PCR, Mutual Funds, Variable Annuities, Financial Services, Term Life Insurance, Estate Planning, 529 Plans, Living Trust, Wealth Accumulation, IRAs, Small Business, Annuities
Education
California State University-Long Beach 1999 — 2006
Bachelor of Science (B.S.), Kinesiology and Exercise Science
Lance Higdon Lance Higdon's PFS Investments Experience August 2014 - Present
Job District Leader at PFS Investments
Industry Financial Services
Experience
PFS Investments August 2014 - Present
VA Medical Center August 2012 - May 2015
Air National Guard July 2005 - July 2011
Skills
Retirement Planning, Financial Planning, Mutual Funds, Asset Management, Expense Budget..., IRAs, 401k Rollovers, Retirement, Investments, Fixed Annuities, Wealth Management, Securities, Financial Services, Series 63, Asset Allocation, Investment Strategies, Term Life Insurance, Long-term Care, Series 6, Leadership, Financial Analysis
Education
Southeastern Community College 2006 — 2008
Associate’s Degree
PFS Investments August 2014 - Present
VA Medical Center August 2012 - May 2015
Air National Guard July 2005 - July 2011
Skills
Retirement Planning, Financial Planning, Mutual Funds, Asset Management, Expense Budget..., IRAs, 401k Rollovers, Retirement, Investments, Fixed Annuities, Wealth Management, Securities, Financial Services, Series 63, Asset Allocation, Investment Strategies, Term Life Insurance, Long-term Care, Series 6, Leadership, Financial Analysis
Education
Southeastern Community College 2006 — 2008
Associate’s Degree
Danielle Saletta Danielle Saletta's PFS Investments Experience February 2012 - June 2013
Job Business Specialist at Wells Fargo
Industry Higher Education
Experience
Wells Fargo July 2014 - Present
Wells Fargo June 2013 - Present
PFS Investments February 2012 - June 2013
Car Sense November 2011 - October 2012
VINtek Inc June 2010 - 2011
Campus Philly January 2010 - May 2010
Christine's Consignment Boutique May 2007 - January 2010
Skills
Banking, Social Media, Small Business Lending, Salesforce.com, Customer Service, Press Releases, Social Networking, Event Planning, Loan Origination, Strategic Thinking, Microsoft Office, Series 6, Photoshop, Windows, Series 63, Interpersonal..., Sales, Marketing Strategy, Public Speaking, Newsletters, Cold Calling, Communication, Writing, Retail Banking
Education
Temple University
Bachelor's degree, Communication and Theater; Strategic Organizational Communications
Messiah College
Communications
Wells Fargo July 2014 - Present
Wells Fargo June 2013 - Present
PFS Investments February 2012 - June 2013
Car Sense November 2011 - October 2012
VINtek Inc June 2010 - 2011
Campus Philly January 2010 - May 2010
Christine's Consignment Boutique May 2007 - January 2010
Skills
Banking, Social Media, Small Business Lending, Salesforce.com, Customer Service, Press Releases, Social Networking, Event Planning, Loan Origination, Strategic Thinking, Microsoft Office, Series 6, Photoshop, Windows, Series 63, Interpersonal..., Sales, Marketing Strategy, Public Speaking, Newsletters, Cold Calling, Communication, Writing, Retail Banking
Education
Temple University
Bachelor's degree, Communication and Theater; Strategic Organizational Communications
Messiah College
Communications
Leonard M. Gay Leonard M. Gay's PFS Investments Experience June 2014 - Present
Job Investment Advisor & Senior Regional Leader at PFS Investments
Industry Financial Services
Experience
PFS Investments June 2014 - Present
Skills
Recruiting, Investments, Financial Services, Finance, Financial Planning, Management, Risk Management
Education
Cornell University
Bachelor of Arts (B.A.), Economics
PFS Investments June 2014 - Present
Skills
Recruiting, Investments, Financial Services, Finance, Financial Planning, Management, Risk Management
Education
Cornell University
Bachelor of Arts (B.A.), Economics
Velimir Radinović's PFS Investments Experience December 2012 - July 2014
Job Recruiter IT Practice Global Executive Solutions Group
Industry Staffing and Recruiting
Experience
Global Executive Solutions Group August 2014 - Present
The O-Den Skills Academy May 2013 - Present
PFS Investments December 2012 - July 2014
FIBA August 2004 - May 2012
The Ohio State University August 2000 - July 2004
Skills
Leadership, Coaching, Team Building, Strategic Planning, Management, Basketball, Event Planning, Customer Service, Training, Retirement Planning, Public Speaking, Sales, Mutual Funds, Recruiting, Social Media, Event Management, Interviews, Marketing Strategy, Marketing, Variable Annuities, Microsoft Office, Roth IRA, IRAs, Term Life Insurance, Project Management, Team Leadership
Education
The Ohio State University 2000 — 2004
BA, English
Thomas A. Blakelock High School 1996 — 2000
High School
Global Executive Solutions Group August 2014 - Present
The O-Den Skills Academy May 2013 - Present
PFS Investments December 2012 - July 2014
FIBA August 2004 - May 2012
The Ohio State University August 2000 - July 2004
Skills
Leadership, Coaching, Team Building, Strategic Planning, Management, Basketball, Event Planning, Customer Service, Training, Retirement Planning, Public Speaking, Sales, Mutual Funds, Recruiting, Social Media, Event Management, Interviews, Marketing Strategy, Marketing, Variable Annuities, Microsoft Office, Roth IRA, IRAs, Term Life Insurance, Project Management, Team Leadership
Education
The Ohio State University 2000 — 2004
BA, English
Thomas A. Blakelock High School 1996 — 2000
High School
Eric D Tucker Eric D Tucker's PFS Investments Experience February 2008 - Present
Job Pastor at Carey AME
Industry Financial Services
Experience
Carey AME February 2012 - Present
PFS Investments February 2008 - Present
Amera Mortgage June 2002 - August 2008
Skills
Mortgage Lending, Financial Education, Roth IRA, Short Sales, Estate Planning, Refinance, Retirement Planning, First Time Home Buyers, Credit, Variable Annuities, Loans, Entrepreneurship, Retirement, Finance, Strategic Financial..., Series 6, Financial Advisory, Fixed Annuities, Debt Elimination, Investments, Pastoral, Preaching, Financial Planning
Education
Ashland University 2015 — 2018
Master of Divinity (M.Div.), Divinity/Ministry
University of Phoenix 1999 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Carey AME February 2012 - Present
PFS Investments February 2008 - Present
Amera Mortgage June 2002 - August 2008
Skills
Mortgage Lending, Financial Education, Roth IRA, Short Sales, Estate Planning, Refinance, Retirement Planning, First Time Home Buyers, Credit, Variable Annuities, Loans, Entrepreneurship, Retirement, Finance, Strategic Financial..., Series 6, Financial Advisory, Fixed Annuities, Debt Elimination, Investments, Pastoral, Preaching, Financial Planning
Education
Ashland University 2015 — 2018
Master of Divinity (M.Div.), Divinity/Ministry
University of Phoenix 1999 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Manny Casas Manny Casas's PFS Investments Experience September 1998 - March 2001
Job Business Development Director
Industry Telecommunications
Experience
MAC Consulting GRP. August 2012 - Present
AT&T December 2010 - July 2012
AT&T April 2006 - December 2010
AT&T April 2006 - December 2010
SBC, Pacific Bell March 2001 - April 2006
PFS Investments September 1998 - March 2001
Chief Auto Parts Inc. February 1990 - September 1998
Skills
Marketing Strategy, Account Management, Sales Management, New Business Development, Telecommunications, Customer Relations, Strategic Planning, Proposal Writing, B2B, Mobile, Consultative Selling, Channel, Key Account Management, CRM, Cold Calling, Customer Service, Sales Process, Customer Satisfaction, Direct Sales, Selling, Management, Business Development, Leadership, Strategy, Mobile Devices, VoIP, Networking, Managed Services, Sales, Marketing, Solution Selling, Salesforce.com, Wireless, Unified Communications, Strategic Partnerships, Co-location, MPLS, SaaS, Cloud Computing, Channel Partners, Call Centers, Professional Services, Telephony, Hosted Services
Education
NATIONAL UNIVERSITY 1992 — 1996
Bachelor's Degree, Business Administration and Marketing
National University 1992 — 1996
BBA, Marketing
San Diego State University-California State University 1989 — 1991
Business
SOUTHWESTERN COLLEGE 1986 — 1989
Associates of Arts, Business Marketing
SOUTHWESTERN COLLEGE 1986 — 1989
Associates of Arts, General Education
AT&T Graduate
Telecommunications
MAC Consulting GRP. August 2012 - Present
AT&T December 2010 - July 2012
AT&T April 2006 - December 2010
AT&T April 2006 - December 2010
SBC, Pacific Bell March 2001 - April 2006
PFS Investments September 1998 - March 2001
Chief Auto Parts Inc. February 1990 - September 1998
Skills
Marketing Strategy, Account Management, Sales Management, New Business Development, Telecommunications, Customer Relations, Strategic Planning, Proposal Writing, B2B, Mobile, Consultative Selling, Channel, Key Account Management, CRM, Cold Calling, Customer Service, Sales Process, Customer Satisfaction, Direct Sales, Selling, Management, Business Development, Leadership, Strategy, Mobile Devices, VoIP, Networking, Managed Services, Sales, Marketing, Solution Selling, Salesforce.com, Wireless, Unified Communications, Strategic Partnerships, Co-location, MPLS, SaaS, Cloud Computing, Channel Partners, Call Centers, Professional Services, Telephony, Hosted Services
Education
NATIONAL UNIVERSITY 1992 — 1996
Bachelor's Degree, Business Administration and Marketing
National University 1992 — 1996
BBA, Marketing
San Diego State University-California State University 1989 — 1991
Business
SOUTHWESTERN COLLEGE 1986 — 1989
Associates of Arts, Business Marketing
SOUTHWESTERN COLLEGE 1986 — 1989
Associates of Arts, General Education
AT&T Graduate
Telecommunications
Danielle Scarlett Danielle Scarlett's PFS Investments Experience September 2009 - February 2011
Job Kindergarten Teacher
Industry Education Management
Experience
Prince George's County Public Schools January 2012 - Present
PFS Investments September 2009 - February 2011
Skills
Customer Service, Sales, Finance, Public Speaking, Team Building, Strategic Planning, Financial Analysis, Investments, Insurance, Financial Services, Microsoft Excel, Small Business, PowerPoint
Education
Prince George's Community College 2012 — 2015
Associate's Degree, Registered Nursing/Registered Nurse
Florida Community College at Jacksonville 2006 — 2007
Associate of Arts (AA), Psychology
University of North Florida 2003 — 2006
Prince George's County Public Schools January 2012 - Present
PFS Investments September 2009 - February 2011
Skills
Customer Service, Sales, Finance, Public Speaking, Team Building, Strategic Planning, Financial Analysis, Investments, Insurance, Financial Services, Microsoft Excel, Small Business, PowerPoint
Education
Prince George's Community College 2012 — 2015
Associate's Degree, Registered Nursing/Registered Nurse
Florida Community College at Jacksonville 2006 — 2007
Associate of Arts (AA), Psychology
University of North Florida 2003 — 2006
Ernestina Santana Ernestina Santana's PFS Investments Experience March 2011 - May 2011
Job Real Estate Agent at PMZ Real Estate
Industry Insurance
Experience
PMZ Real Estate December 2012 - Present
PFS Investments March 2011 - May 2011
Royal Group Realty October 2010 - March 2011
Skills
Insurance Planning, Debt Consolidation, Debt Elimination, Retirement Planning, Retirement Savings, Income Generation, Assisting First Time..., Real Estate
Education
Hartnell College
North Salinas High School
Diploma, General Studies
PMZ Real Estate December 2012 - Present
PFS Investments March 2011 - May 2011
Royal Group Realty October 2010 - March 2011
Skills
Insurance Planning, Debt Consolidation, Debt Elimination, Retirement Planning, Retirement Savings, Income Generation, Assisting First Time..., Real Estate
Education
Hartnell College
North Salinas High School
Diploma, General Studies
Finel J. Banks's PFS Investments Experience August 2013 - Present
Job Mental Health Therapist at Trinity Social Services and Marketing Advisor/ Financial Advisior at PFS Investments
Industry Program Development
Experience
Trinity social services September 2013 - Present
PFS Investments August 2013 - Present
UHS January 2013 - Present
Men Stopping Violence June 2011 - May 2012
Publix February 2004 - August 2011
Skills
Customer Service, Loss Prevention, Inventory Control, Microsoft Word, Public Speaking, Community Outreach, PowerPoint, Nonprofits, Microsoft Excel, Leadership, Program Development, Data Entry, Training
Education
Georgia State University 2009 — 2012
Social Work BSW, Social Work, 3.3
Trinity social services September 2013 - Present
PFS Investments August 2013 - Present
UHS January 2013 - Present
Men Stopping Violence June 2011 - May 2012
Publix February 2004 - August 2011
Skills
Customer Service, Loss Prevention, Inventory Control, Microsoft Word, Public Speaking, Community Outreach, PowerPoint, Nonprofits, Microsoft Excel, Leadership, Program Development, Data Entry, Training
Education
Georgia State University 2009 — 2012
Social Work BSW, Social Work, 3.3
Johan Owens Johan Owens's PFS Investments Experience November 2008 - Present
Job Financial Advisor at PFS Investments
Industry Financial Services
Experience
PFS Investments November 2008 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Teaching, Public Speaking, Budgets, Strategic Planning, Financial Analysis, Finance, Financial Services, Investments, Insurance, Leadership, Financial Planning, Portfolio Management, Asset Management, Team Building, Small Business
Education
Frostburg State University 2004 — 2008
Baltimore City High School 1998 — 2002
PFS Investments November 2008 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Teaching, Public Speaking, Budgets, Strategic Planning, Financial Analysis, Finance, Financial Services, Investments, Insurance, Leadership, Financial Planning, Portfolio Management, Asset Management, Team Building, Small Business
Education
Frostburg State University 2004 — 2008
Baltimore City High School 1998 — 2002
Cristian I. Rojas's PFS Investments Experience October 2006 - October 2009
Job Private Client Banker at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. October 2010 - Present
BASF February 2010 - October 2010
PFS Investments October 2006 - October 2009
PFS Investments June 2004 - October 2006
Education
New England College of Business and Finance 2011 — 2012
Master of Science (M.S.), Finance
Montclair State University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance
JP Morgan Chase Bank, N.A. October 2010 - Present
BASF February 2010 - October 2010
PFS Investments October 2006 - October 2009
PFS Investments June 2004 - October 2006
Education
New England College of Business and Finance 2011 — 2012
Master of Science (M.S.), Finance
Montclair State University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance
Jacqueline Murillo's PFS Investments Experience September 2014 - Present
Job Financial Services Representative
Industry Consumer Services
Experience
PFS Investments September 2014 - Present
Williams Lea September 2012 - May 2013
Allied Sales & Distribution, Inc. 2010 - 2012
Skills
Microsoft Office, Sales, Microsoft Excel, Microsoft Word, Management, Team Building, Public Speaking, Customer Service
Education
Seattle University School of Law 2013 — 2014
Juris Doctor (J.D.), Undecided
College of St. Benedict 2006 — 2010
BA, English
PFS Investments September 2014 - Present
Williams Lea September 2012 - May 2013
Allied Sales & Distribution, Inc. 2010 - 2012
Skills
Microsoft Office, Sales, Microsoft Excel, Microsoft Word, Management, Team Building, Public Speaking, Customer Service
Education
Seattle University School of Law 2013 — 2014
Juris Doctor (J.D.), Undecided
College of St. Benedict 2006 — 2010
BA, English
Larry Sanders Larry Sanders's PFS Investments Experience 2006 - 2013
Job Financial Consultant / Dave Ramsey's FPU Coordinator
Industry Financial Services
Experience
Capital Choice Financial Group 2013 - Present
Dave Ramsey's FPU January 2012 - Present
US Army Reserves 2007 - Present
PFS Investments 2006 - 2013
Skills
Asset Management, Asset Managment, Customer Service, Finance, Financial Analysis, Financial Services, Fixed Annuities, Health Insurance, IRAs, Insurance, Investment Properties, Investments, Leadership, Leadership Development, Life Insurance, Marketing, Microsoft Office, Mortgage Lending, Mutual Funds, Public Speaking, Real Estate, Retirement, Retirement Planning, Sellers, Small Business, Strategic Financial..., Strategic Planning, Team Building, Term Life Insurance, Training, Financial Planning, Long-term Care
Education
Midwestern State University
Marquette University
Community College of the Air Force
Community College of the US Air Force
Oklahoma State University
Tarrant County College
The University of Texas at Arlington - College of Business Administration
Vernon College
Capital Choice Financial Group 2013 - Present
Dave Ramsey's FPU January 2012 - Present
US Army Reserves 2007 - Present
PFS Investments 2006 - 2013
Skills
Asset Management, Asset Managment, Customer Service, Finance, Financial Analysis, Financial Services, Fixed Annuities, Health Insurance, IRAs, Insurance, Investment Properties, Investments, Leadership, Leadership Development, Life Insurance, Marketing, Microsoft Office, Mortgage Lending, Mutual Funds, Public Speaking, Real Estate, Retirement, Retirement Planning, Sellers, Small Business, Strategic Financial..., Strategic Planning, Team Building, Term Life Insurance, Training, Financial Planning, Long-term Care
Education
Midwestern State University
Marquette University
Community College of the Air Force
Community College of the US Air Force
Oklahoma State University
Tarrant County College
The University of Texas at Arlington - College of Business Administration
Vernon College
Keisha Smith, AIF®'s PFS Investments Experience 2003 - 2006
Job Nationwide
Industry Financial Services
Experience
Nationwide Financial July 2013 - Present
Nationwide Financial February 2007 - June 2013
US Navy August 2000 - August 2006
PFS Investments 2003 - 2006
Skills
Retirement Planning, Insurance, Mutual Funds, Series 65, Series 6, Financial Advisory, Finance, Securities, Life Insurance, Pensions, Relationship Management, Strategic Financial..., Portfolio Management, IRAs, Sales, Estate Planning, Asset Management, Financial Analysis, Long-term Care, Term Life Insurance
Education
University of Phoenix 2007 — 2010
Bachelor of Science (B.S.), Business Finance
The Ohio State University 1998 — 2000
Bachelor of Science (B.S.), Chemical Engineering
Nationwide Financial July 2013 - Present
Nationwide Financial February 2007 - June 2013
US Navy August 2000 - August 2006
PFS Investments 2003 - 2006
Skills
Retirement Planning, Insurance, Mutual Funds, Series 65, Series 6, Financial Advisory, Finance, Securities, Life Insurance, Pensions, Relationship Management, Strategic Financial..., Portfolio Management, IRAs, Sales, Estate Planning, Asset Management, Financial Analysis, Long-term Care, Term Life Insurance
Education
University of Phoenix 2007 — 2010
Bachelor of Science (B.S.), Business Finance
The Ohio State University 1998 — 2000
Bachelor of Science (B.S.), Chemical Engineering
Lou Penda Lou Penda's PFS Investments Experience April 2010 - Present
Job Financial Adviser at PFS Investments
Industry
Experience
PFS Investments April 2010 - Present
Education
Potomac College-Washington 2008 — 2010
BSMG, Busness Management
PFS Investments April 2010 - Present
Education
Potomac College-Washington 2008 — 2010
BSMG, Busness Management
CJ Anderson's PFS Investments Experience June 2012 - Present
Job Assistant Registrar At University of Florida
Industry Financial Services
Experience
PFS Investments June 2012 - Present
Fasttrack Staffing Inc March 2014 - February 2015
University of Florida 2015 - 2015
Avante in Ocala March 2014 - August 2014
TJM Promotions February 2011 - September 2011
Skills
Financial Analysis, Financial Planning, Insurance, Finance, Sales, Mutual Funds, Portfolio Management, Wealth Management, Retirement Planning, Asset Management, Customer Service, Public Speaking, Team Building, Small Business, Investments
Education
Florida State University 2003 — 2007
Bachelor's degree, Economics
Vanguard 1999 — 2003
Vanguard 1999 — 2003
PFS Investments June 2012 - Present
Fasttrack Staffing Inc March 2014 - February 2015
University of Florida 2015 - 2015
Avante in Ocala March 2014 - August 2014
TJM Promotions February 2011 - September 2011
Skills
Financial Analysis, Financial Planning, Insurance, Finance, Sales, Mutual Funds, Portfolio Management, Wealth Management, Retirement Planning, Asset Management, Customer Service, Public Speaking, Team Building, Small Business, Investments
Education
Florida State University 2003 — 2007
Bachelor's degree, Economics
Vanguard 1999 — 2003
Vanguard 1999 — 2003
Cory Michael Bowers Cory Michael Bowers's PFS Investments Experience December 2011 - Present
Job District Manager at Primerica
Industry Performing Arts
Experience
Primerica December 2011 - Present
PFS Investments December 2011 - Present
Manpower, Inc September 2009 - Present
U.S. Census Bureau April 2010 - September 2010
GameStop December 2009 - January 2010
Green Mountain Energy Company December 2008 - March 2009
Papa Johns October 2007 - February 2008
FedEx Ground January 2006 - October 2006
Albertsons September 2004 - January 2006
Skills
Inventory Management, Customer Service, Customer Satisfaction, Time Management, Outlook, Organization, Access, Microsoft Office, PowerPoint, Microsoft Word, Sales, Event Planning, Data Entry, Leadership
Education
Texas A&M University-Corpus Christi 2005 — 2009
Bachelor of Arts (B.A.), Theatre
Primerica December 2011 - Present
PFS Investments December 2011 - Present
Manpower, Inc September 2009 - Present
U.S. Census Bureau April 2010 - September 2010
GameStop December 2009 - January 2010
Green Mountain Energy Company December 2008 - March 2009
Papa Johns October 2007 - February 2008
FedEx Ground January 2006 - October 2006
Albertsons September 2004 - January 2006
Skills
Inventory Management, Customer Service, Customer Satisfaction, Time Management, Outlook, Organization, Access, Microsoft Office, PowerPoint, Microsoft Word, Sales, Event Planning, Data Entry, Leadership
Education
Texas A&M University-Corpus Christi 2005 — 2009
Bachelor of Arts (B.A.), Theatre
Ben Bishop Ben Bishop's PFS Investments Experience January 2009 - March 2010
Job New Vehicle Manager at Farrell Chevrolet Kia of Spartanburg
Industry Automotive
Experience
Farrell Chevrolet - Kia of Spartanburg May 2013 - Present
Farrell Chevrolet - Kia of Spartanburg December 2012 - May 2013
Farrell Chevrolet - Kia of Spartanburg April 2012 - December 2012
American Credit Acceptance March 2010 - April 2012
PFS Investments January 2009 - March 2010
Skills
Credit, Sales Management, Sales, Risk Management, Finance, Customer Retention, Customer Service, Customer Satisfaction, Forecasting, Financial Analysis, Account Management, Loans, Leadership, Strategic Planning, Team Building, Budgets, New Business Development, Banking, Management, Credit Analysis, Marketing, Process Improvement, Inventory Management, Retail, Sales Operations, Selling
Education
Flagler College 2004 — 2008
Business, Economics, Accounting
Farrell Chevrolet - Kia of Spartanburg May 2013 - Present
Farrell Chevrolet - Kia of Spartanburg December 2012 - May 2013
Farrell Chevrolet - Kia of Spartanburg April 2012 - December 2012
American Credit Acceptance March 2010 - April 2012
PFS Investments January 2009 - March 2010
Skills
Credit, Sales Management, Sales, Risk Management, Finance, Customer Retention, Customer Service, Customer Satisfaction, Forecasting, Financial Analysis, Account Management, Loans, Leadership, Strategic Planning, Team Building, Budgets, New Business Development, Banking, Management, Credit Analysis, Marketing, Process Improvement, Inventory Management, Retail, Sales Operations, Selling
Education
Flagler College 2004 — 2008
Business, Economics, Accounting
Leilani Kimmel-Dagostino's PFS Investments Experience August 2005 - Present
Job Registered Financial Consultant at PFS Investments
Industry Financial Services
Experience
PFS Investments August 2005 - Present
American Airlines February 2000 - August 2005
Housing Authority of the City of Los Angeles September 1999 - February 2000
American Physical Therapy Association February 1996 - December 1998
Kinko's Copies June 1994 - August 1995
USAirways July 1989 - January 1994
Skills
Financial Analysis, Term Life Insurance, Long Term Care Insurance, Modern Portfolio Theory, Strategic Planning, Statistical Modeling, Operations Management, Marketing Strategy, Program Management, Training, Management, Leadership, Team Building, Policy, Business Development, Management Consulting, Public Speaking, Leadership Development, Insurance, Fundraising, Customer Service, Marketing, Budgets, Sales, New Business Development
Education
Pepperdine University 1994 — 1998
Master of Business Administration (MBA), Quantitative Analysis
Northern Illinois University 1967 — 1971
Bachelor of Arts (BA), English Language and Literature, General
PFS Investments August 2005 - Present
American Airlines February 2000 - August 2005
Housing Authority of the City of Los Angeles September 1999 - February 2000
American Physical Therapy Association February 1996 - December 1998
Kinko's Copies June 1994 - August 1995
USAirways July 1989 - January 1994
Skills
Financial Analysis, Term Life Insurance, Long Term Care Insurance, Modern Portfolio Theory, Strategic Planning, Statistical Modeling, Operations Management, Marketing Strategy, Program Management, Training, Management, Leadership, Team Building, Policy, Business Development, Management Consulting, Public Speaking, Leadership Development, Insurance, Fundraising, Customer Service, Marketing, Budgets, Sales, New Business Development
Education
Pepperdine University 1994 — 1998
Master of Business Administration (MBA), Quantitative Analysis
Northern Illinois University 1967 — 1971
Bachelor of Arts (BA), English Language and Literature, General
William Waltrip William Waltrip's PFS Investments Experience April 1994 - May 1997
Job Budget Technician at National Forrest Service
Industry Accounting
Experience
National Forrest Service August 2015 - Present
Nexy USA Table Tennis January 2015 - Present
Local Korean Churches February 1990 - Present
US Army August 1985 - August 2015
US Army June 2010 - April 2015
Local Korean Churches March 1990 - September 2009
US Army February 1998 - March 2009
PFS Investments April 1994 - May 1997
Skills
Military Operations, Security Clearance, Army, Military Experience, Operational Planning, Military, Linguistics, Supervisory Skills, Translation, Maintenance Management, Maintenance & Repair, Financial Planning, Financial Services, Financial Analysis, Budget Monitoring, Operations Management, Management, Language Teaching, Teacher Mentoring, Network Administration, Network Security..., Computer Hardware, Document Management, Information Management, Simultaneous..., Korean Linguist, Public Speaking, Customer Service, Adaptive Leadership, Performance Under..., Strategic Planning, Detail Oriented, Analytic Problem Solving, Time Management, Budget Process, Cultural Awareness, Organization Skills, Crisis Intervention, Victim Services, Leadership Development, Computer Proficiency, Volunteering, Sales Operations, Records Management, Marketing Strategy, Employee Training, Coaching, Microsoft Office, Training, Social Media
Education
Sexual Harassment Assault Response Prevention Leader Course 2011 — 2011
Prevention and Response Sexual Harassment/Sexual Assault, Victim Advocate Services, 3.8/9
Assistant Inspector General Course 2007 — 2007
Military Assistance and Investigations, 3.8/4
Excelsior College 1995 — 1998
Business Finance, 3.6/4
University of Maryland University College 1990 — 1992
German Studies, 3.7/4
Defense Language Institute 1985 — 1986
Korean Language, 3.7/4
National Forrest Service August 2015 - Present
Nexy USA Table Tennis January 2015 - Present
Local Korean Churches February 1990 - Present
US Army August 1985 - August 2015
US Army June 2010 - April 2015
Local Korean Churches March 1990 - September 2009
US Army February 1998 - March 2009
PFS Investments April 1994 - May 1997
Skills
Military Operations, Security Clearance, Army, Military Experience, Operational Planning, Military, Linguistics, Supervisory Skills, Translation, Maintenance Management, Maintenance & Repair, Financial Planning, Financial Services, Financial Analysis, Budget Monitoring, Operations Management, Management, Language Teaching, Teacher Mentoring, Network Administration, Network Security..., Computer Hardware, Document Management, Information Management, Simultaneous..., Korean Linguist, Public Speaking, Customer Service, Adaptive Leadership, Performance Under..., Strategic Planning, Detail Oriented, Analytic Problem Solving, Time Management, Budget Process, Cultural Awareness, Organization Skills, Crisis Intervention, Victim Services, Leadership Development, Computer Proficiency, Volunteering, Sales Operations, Records Management, Marketing Strategy, Employee Training, Coaching, Microsoft Office, Training, Social Media
Education
Sexual Harassment Assault Response Prevention Leader Course 2011 — 2011
Prevention and Response Sexual Harassment/Sexual Assault, Victim Advocate Services, 3.8/9
Assistant Inspector General Course 2007 — 2007
Military Assistance and Investigations, 3.8/4
Excelsior College 1995 — 1998
Business Finance, 3.6/4
University of Maryland University College 1990 — 1992
German Studies, 3.7/4
Defense Language Institute 1985 — 1986
Korean Language, 3.7/4
Mike Kleshock Mike Kleshock's PFS Investments Experience April 2010 - October 2011
Job Director of Adult Activity at Epilepsy Foundation of Grtr Cincinnati and Columbus
Industry Nonprofit Organization Management
Experience
Epilepsy Foundation of Grtr Cincinnati and Columbus December 2014 - Present
Epilepsy Foundation of Greater Cincinnati October 2011 - December 2014
PFS Investments April 2010 - October 2011
Epilepsy Foundation of Greater Cincinnati April 2001 - April 2010
St. Mary Hyde Park Parish June 1997 - April 2001
St. Thomas More Parish June 1993 - September 1996
Skills
Team Building, Coaching, Training, Process Improvement, Human Resources, Employee Relations, Non-profits, Event Planning, Microsoft Office, Public Speaking, Fundraising, Event Management, Microsoft Excel, Project Management, Social Media, Budgets, Research
Education
Athenaeum of Ohio 1994 — 1997
Master of Arts, Religion/Religious Studies
The Union Institute and University 1991 — 1994
B A Science, Sociology
Epilepsy Foundation of Grtr Cincinnati and Columbus December 2014 - Present
Epilepsy Foundation of Greater Cincinnati October 2011 - December 2014
PFS Investments April 2010 - October 2011
Epilepsy Foundation of Greater Cincinnati April 2001 - April 2010
St. Mary Hyde Park Parish June 1997 - April 2001
St. Thomas More Parish June 1993 - September 1996
Skills
Team Building, Coaching, Training, Process Improvement, Human Resources, Employee Relations, Non-profits, Event Planning, Microsoft Office, Public Speaking, Fundraising, Event Management, Microsoft Excel, Project Management, Social Media, Budgets, Research
Education
Athenaeum of Ohio 1994 — 1997
Master of Arts, Religion/Religious Studies
The Union Institute and University 1991 — 1994
B A Science, Sociology
Darrell Turley's PFS Investments Experience March 2010 - July 2012
Job Business Analyst at HSBC
Industry Banking
Experience
HSBC August 2012 - Present
HSBC Consumer & Mortgage Lending April 2012 - August 2012
PFS Investments March 2010 - July 2012
HSBC Mortgage Corporation USA September 2009 - November 2010
HSBC Consumer & Mortgage Lending November 2006 - September 2009
Home Discovery/Key America July 2006 - October 2006
Home Discovery/Key America Title July 2005 - July 2006
Xerox 1999 - 2003
Skills
Problem Solving, Able To Multi-task, Team Leadership, Strategy, Management, Training, Leadership, Customer Satisfaction, Microsoft Excel, Mortgage Lending, Business Process
Education
Full Sail University 2013 — 2015
Creative Writing for Entertainment
University of Illinois at Urbana-Champaign 1991 — 1994
HSBC August 2012 - Present
HSBC Consumer & Mortgage Lending April 2012 - August 2012
PFS Investments March 2010 - July 2012
HSBC Mortgage Corporation USA September 2009 - November 2010
HSBC Consumer & Mortgage Lending November 2006 - September 2009
Home Discovery/Key America July 2006 - October 2006
Home Discovery/Key America Title July 2005 - July 2006
Xerox 1999 - 2003
Skills
Problem Solving, Able To Multi-task, Team Leadership, Strategy, Management, Training, Leadership, Customer Satisfaction, Microsoft Excel, Mortgage Lending, Business Process
Education
Full Sail University 2013 — 2015
Creative Writing for Entertainment
University of Illinois at Urbana-Champaign 1991 — 1994
John Mowry's PFS Investments Experience 2002 - 2012
Job Retired
Industry Financial Services
Experience
Angola Rotary July 2014 - Present
PFS Investments 2002 - 2012
UOP 1974 - 2002
Skills
Strategic Planning, Budgets, Customer Service, Team Building, Leadership, Public Speaking, Management, Leadership Development, Retirement, Negotiation, Training, Entrepreneurship, Coaching
Education
Roosevelt University 1977 — 1979
MBA, Business/Managerial Economics
Purdue University
BS, Chemical Engineering
Angola Rotary July 2014 - Present
PFS Investments 2002 - 2012
UOP 1974 - 2002
Skills
Strategic Planning, Budgets, Customer Service, Team Building, Leadership, Public Speaking, Management, Leadership Development, Retirement, Negotiation, Training, Entrepreneurship, Coaching
Education
Roosevelt University 1977 — 1979
MBA, Business/Managerial Economics
Purdue University
BS, Chemical Engineering
Alan Dooley's PFS Investments Experience 2008 - Present
Job Investment Advisor Representative at PFS Investments
Industry Financial Services
Experience
PFS Investments 2008 - Present
MACTEC Federal Proograms 2004 - 2008
HQ AIR FORCE SURGEON GENERAL STAFF 2002 - 2004
HQ AIR COMBAT COMMAND 1999 - 2002
95TH AEROSPACE MEDICINE SQUADRON 1995 - 1999
78TH AEROSPACE MEDICINE SQUADRON 1993 - 1995
Skills
Strategic Financial..., Roth IRA, Team Leadership, Team Building, IRAs, Fixed Annuities, Retirement Planning, Program Management, Strategic Planning
Education
Air Force Institute of Technology 1982 — 1984
Masters NucEng, Nuclear, weaspons effect, advanced weapons
Georgia Institute of Technology 1980 — 1982
ChemE, engineering
PFS Investments 2008 - Present
MACTEC Federal Proograms 2004 - 2008
HQ AIR FORCE SURGEON GENERAL STAFF 2002 - 2004
HQ AIR COMBAT COMMAND 1999 - 2002
95TH AEROSPACE MEDICINE SQUADRON 1995 - 1999
78TH AEROSPACE MEDICINE SQUADRON 1993 - 1995
Skills
Strategic Financial..., Roth IRA, Team Leadership, Team Building, IRAs, Fixed Annuities, Retirement Planning, Program Management, Strategic Planning
Education
Air Force Institute of Technology 1982 — 1984
Masters NucEng, Nuclear, weaspons effect, advanced weapons
Georgia Institute of Technology 1980 — 1982
ChemE, engineering
Anibal Alcantara, Jr.'s PFS Investments Experience April 2013 - April 2014
Job Financial Services and Income Protection
Industry Information Technology and Services
Experience
El Show Latino January 2008 - Present
Solutions For Success June 1998 - Present
PFS Investments April 2013 - April 2014
Skills
Strategic Planning, Business Planning, Problem Solving, Customer Relations, Team Building, Public Speaking, Public Relations, New Business Development, Small Business, Non-profits, Media Relations, Online Marketing, Social Media Marketing, Contract Negotiation, Marketing Strategy, Video Production, Operations Management, Customer Service, Marketing, Online Advertising, Marketing Communications, Nonprofits, Social Networking, Start-ups, Business Development, Risk Management, Leadership, Business Strategy, Analysis, Management, Social Media, Budgets, Event Management, Team Leadership, Leadership Development
Education
New Jersey Institute of Technology 1981 — 1986
Bachelor of Science (BS), Electrical Engineer
El Show Latino January 2008 - Present
Solutions For Success June 1998 - Present
PFS Investments April 2013 - April 2014
Skills
Strategic Planning, Business Planning, Problem Solving, Customer Relations, Team Building, Public Speaking, Public Relations, New Business Development, Small Business, Non-profits, Media Relations, Online Marketing, Social Media Marketing, Contract Negotiation, Marketing Strategy, Video Production, Operations Management, Customer Service, Marketing, Online Advertising, Marketing Communications, Nonprofits, Social Networking, Start-ups, Business Development, Risk Management, Leadership, Business Strategy, Analysis, Management, Social Media, Budgets, Event Management, Team Leadership, Leadership Development
Education
New Jersey Institute of Technology 1981 — 1986
Bachelor of Science (BS), Electrical Engineer
Sergio Hoyos's PFS Investments Experience April 2015 - Present
Job Financial Education
Industry Financial Services
Experience
PFS Investments April 2015 - Present
Sergio's Tutoring January 2010 - Present
Florida International University January 2012 - December 2014
Access Energy, Inc. November 2008 - August 2009
A & M Mechanical Contractors, Inc. May 2006 - November 2008
Education
Florida International University - College of Business 2006 — 2007
PFS Investments April 2015 - Present
Sergio's Tutoring January 2010 - Present
Florida International University January 2012 - December 2014
Access Energy, Inc. November 2008 - August 2009
A & M Mechanical Contractors, Inc. May 2006 - November 2008
Education
Florida International University - College of Business 2006 — 2007
Ashu Esmail's PFS Investments Experience November 2013 - Present
Job Emory University Goizueta Business School Graduate
Industry Financial Services
Experience
PFS Investments November 2013 - Present
Primerica June 2012 - November 2013
Skills
Operational Assessment, Microsoft Office, SQL DB2, Customer Service, Business Analysis, Public Speaking
Education
Emory University - Goizueta Business School 2006 — 2008
Bachelor of Business Administration (BBA), Finance, General
Goizueta Business School 2006 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
PFS Investments November 2013 - Present
Primerica June 2012 - November 2013
Skills
Operational Assessment, Microsoft Office, SQL DB2, Customer Service, Business Analysis, Public Speaking
Education
Emory University - Goizueta Business School 2006 — 2008
Bachelor of Business Administration (BBA), Finance, General
Goizueta Business School 2006 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Jamey Beland's PFS Investments Experience March 2007 - 2010
Job Sr Project Manager at Presidio
Industry Information Technology and Services
Experience
Presidio September 2013 - Present
LogicsOne June 2010 - September 2013
PFS Investments March 2007 - 2010
Newmarket International October 1999 - August 2008
Skills
Project Management, Salesforce.com, Account Management, Vendor Management, Project Planning, Team Building, SaaS, Team Leadership, Strategic Planning, SharePoint, New Business Development, Budgets, Business Development, CRM, Cloud Computing, Program Management, Leadership, Integration, Business Analysis
Education
Southern New Hampshire University 1997 — 1999
MBA, Information Technology
UMass Lowell 1992 — 1996
Bachelor of Science (BS), Exercise Physiology & Athletic Training
Presidio September 2013 - Present
LogicsOne June 2010 - September 2013
PFS Investments March 2007 - 2010
Newmarket International October 1999 - August 2008
Skills
Project Management, Salesforce.com, Account Management, Vendor Management, Project Planning, Team Building, SaaS, Team Leadership, Strategic Planning, SharePoint, New Business Development, Budgets, Business Development, CRM, Cloud Computing, Program Management, Leadership, Integration, Business Analysis
Education
Southern New Hampshire University 1997 — 1999
MBA, Information Technology
UMass Lowell 1992 — 1996
Bachelor of Science (BS), Exercise Physiology & Athletic Training
Dan Plofchan's PFS Investments Experience September 2003 - March 2010
Job Director, Custom Solutions at McGrawHill Education, School
Industry Publishing
Experience
McGraw-Hill Education, School March 2010 - Present
McGraw-Hill School Education October 2010 - July 2012
McGraw-Hill School Education March 2010 - October 2010
PFS Investments September 2003 - March 2010
Cengage Learning December 2000 - September 2007
Skills
Ebooks, Content Development, Editorial, Books, Copy Editing, Academic Publishing, Content Management, Manuscript, E-Learning, Web Content Management, Management, Instructional Design, Leadership, Training, Program Management, Editing, Content Strategy, Web Content, Publications, Publishing, Online Publishing, Textbooks, Proofreading, Educational Technology, Social Media, Copywriting, Sales
Education
Ohio Dominican University 1997 — 1998
Teaching Certificate, Secondary Education
University of the Incarnate Word 1991 — 1993
Secondary Education and Teaching
Loras College 1986 — 1990
B.A., German, Theatre: Scenography, History, Political Science
McGraw-Hill Education, School March 2010 - Present
McGraw-Hill School Education October 2010 - July 2012
McGraw-Hill School Education March 2010 - October 2010
PFS Investments September 2003 - March 2010
Cengage Learning December 2000 - September 2007
Skills
Ebooks, Content Development, Editorial, Books, Copy Editing, Academic Publishing, Content Management, Manuscript, E-Learning, Web Content Management, Management, Instructional Design, Leadership, Training, Program Management, Editing, Content Strategy, Web Content, Publications, Publishing, Online Publishing, Textbooks, Proofreading, Educational Technology, Social Media, Copywriting, Sales
Education
Ohio Dominican University 1997 — 1998
Teaching Certificate, Secondary Education
University of the Incarnate Word 1991 — 1993
Secondary Education and Teaching
Loras College 1986 — 1990
B.A., German, Theatre: Scenography, History, Political Science
Tyiese DeRamus's PFS Investments Experience March 2013 - Present
Job IREP Business at Jusuru International
Industry Investment Management
Experience
Jusuru International June 2015 - Present
PFS Investments March 2013 - Present
Skills
Sellers, Short Sales, Buyer Representation, First Time Home Buyers, Foreclosures, Listings, REO, Condos, Single Family Homes, Investment Properties, New Home Sales, Relocation, Investors, Real Estate, Referrals, Residential Homes, Rentals, Real Estate Transactions, Townhomes, Property Management, Microsoft Office, Sales, Leadership, Strategic Planning, Customer Service, Public Speaking
Education
DeVry University 2007 — 2013
Bachelor of Applied Science (B.A.Sc.), Project Management
Specs Howard School of Media Arts 1993 — 1995
Certificate of Graduation, Radio, Television, and Digital Communication
Jusuru International June 2015 - Present
PFS Investments March 2013 - Present
Skills
Sellers, Short Sales, Buyer Representation, First Time Home Buyers, Foreclosures, Listings, REO, Condos, Single Family Homes, Investment Properties, New Home Sales, Relocation, Investors, Real Estate, Referrals, Residential Homes, Rentals, Real Estate Transactions, Townhomes, Property Management, Microsoft Office, Sales, Leadership, Strategic Planning, Customer Service, Public Speaking
Education
DeVry University 2007 — 2013
Bachelor of Applied Science (B.A.Sc.), Project Management
Specs Howard School of Media Arts 1993 — 1995
Certificate of Graduation, Radio, Television, and Digital Communication
Adam Bounds's PFS Investments Experience July 2011 - Present
Job Custom Cabinetry
Industry Construction
Experience
Peach State Cabinets January 2014 - Present
PFS Investments July 2011 - Present
river city construction April 2010 - November 2010
Batson Cook Company October 2007 - February 2009
Skills
Investments, Strategic Financial..., Strategic Planning, Business Development, Portfolio Management, Financial Services, Asset Management, Mutual Funds, Wealth Management, Wealth, Retirement, Retirement Planning, Investment Strategies, Asset Allocation
Education
Georgia Institute of Technology
Peach State Cabinets January 2014 - Present
PFS Investments July 2011 - Present
river city construction April 2010 - November 2010
Batson Cook Company October 2007 - February 2009
Skills
Investments, Strategic Financial..., Strategic Planning, Business Development, Portfolio Management, Financial Services, Asset Management, Mutual Funds, Wealth Management, Wealth, Retirement, Retirement Planning, Investment Strategies, Asset Allocation
Education
Georgia Institute of Technology
Milon F. Pitts's PFS Investments Experience 2012 - Present
Job Business
Industry Financial Services
Experience
PFS Investments 2012 - Present
Mountainside Fitness January 2012 - November 2012
Homeward Bound March 2010 - February 2012
Homeward Bound 1998 - May 2010
Skills
Public Speaking, Team Building, Leadership, Recruiting, Small Business, Program Development, Event Planning, Fundraising, Research, Social Media, Leadership Development, Creative Direction, Microsoft Excel, Non-profits, Marketing, Coaching, Social Networking, Public Relations, Training, Social Media Marketing, Organizational..., Entrepreneurship, Nonprofits, Event Management, Budgets, Program Management, Strategic Planning, Customer Service, Management, Marketing Communications, Volunteer Management, Marketing Strategy, Sales, Advertising, Community Outreach, Email Marketing, Start-ups, Account Management, New Business Development, Team Leadership
Education
Iowa State University
Bachelor's degree
PFS Investments 2012 - Present
Mountainside Fitness January 2012 - November 2012
Homeward Bound March 2010 - February 2012
Homeward Bound 1998 - May 2010
Skills
Public Speaking, Team Building, Leadership, Recruiting, Small Business, Program Development, Event Planning, Fundraising, Research, Social Media, Leadership Development, Creative Direction, Microsoft Excel, Non-profits, Marketing, Coaching, Social Networking, Public Relations, Training, Social Media Marketing, Organizational..., Entrepreneurship, Nonprofits, Event Management, Budgets, Program Management, Strategic Planning, Customer Service, Management, Marketing Communications, Volunteer Management, Marketing Strategy, Sales, Advertising, Community Outreach, Email Marketing, Start-ups, Account Management, New Business Development, Team Leadership
Education
Iowa State University
Bachelor's degree
Kevin Hearn's PFS Investments Experience January 2015 - Present
Job Ops Support Analyst for PFS Investments, inc
Industry Financial Services
Experience
PFS Investments January 2015 - Present
E*TRADE Financial Corporation October 2013 - December 2014
E*TRADE Financial October 2011 - October 2013
E*TRADE Financial October 2009 - October 2011
E*TRADE Financial January 2009 - October 2009
EMERGYS CORPORATION October 2007 - May 2008
Atlanta Binding and Graphics August 2001 - October 2007
Skills
Series 7, Series 63, FINRA, Securities, Insurance
Education
Kennesaw State University
PFS Investments January 2015 - Present
E*TRADE Financial Corporation October 2013 - December 2014
E*TRADE Financial October 2011 - October 2013
E*TRADE Financial October 2009 - October 2011
E*TRADE Financial January 2009 - October 2009
EMERGYS CORPORATION October 2007 - May 2008
Atlanta Binding and Graphics August 2001 - October 2007
Skills
Series 7, Series 63, FINRA, Securities, Insurance
Education
Kennesaw State University
Jesse Gadarowski's PFS Investments Experience 2008 - Present
Job Division Leader
Industry Financial Services
Experience
Legg Mason 2008 - Present
MetLife 2008 - Present
PFS Investments 2008 - Present
PFS December 2007 - Present
Gardner Police Department September 2005 - Present
MPTC 2005 - 2009
Mass Cop 2005 - 2009
Police Academy 2005 - 2009
United States Marine Corps Reserve 2001 - 2008
United States Marine Corps September 1999 - September 2007
Skills
Leadership, Investments, Recruiting, Time Management, Financial Analysis, Selling, Insurance, Enforcement, Police, Training, Risk Management, Team Building, Leadership Development, Strategic Planning, Team Leadership
Education
Fitchburg State University 2004 — 2005
Mount Wachusett Community College 2000 — 2004
Legg Mason 2008 - Present
MetLife 2008 - Present
PFS Investments 2008 - Present
PFS December 2007 - Present
Gardner Police Department September 2005 - Present
MPTC 2005 - 2009
Mass Cop 2005 - 2009
Police Academy 2005 - 2009
United States Marine Corps Reserve 2001 - 2008
United States Marine Corps September 1999 - September 2007
Skills
Leadership, Investments, Recruiting, Time Management, Financial Analysis, Selling, Insurance, Enforcement, Police, Training, Risk Management, Team Building, Leadership Development, Strategic Planning, Team Leadership
Education
Fitchburg State University 2004 — 2005
Mount Wachusett Community College 2000 — 2004
Matt Prignitz's PFS Investments Experience June 2007 - Present
Job Entrepreneur
Industry Financial Services
Experience
PFS Investments June 2007 - Present
Education
Graceland University 2004 — 2006
BA, Business/Marketing
PFS Investments June 2007 - Present
Education
Graceland University 2004 — 2006
BA, Business/Marketing
Bill Meador's PFS Investments Experience November 2003 - June 2004
Job Sales Professional | Business Development | Sales Training | Needs Assessment | Marketing | Target Market
Industry Financial Services
Experience
The Wright Legacy Group, LLC December 2008 - Present
J.C. Grason (formerly Senior Tax Advisors) February 2005 - September 2008
Aureus Finance and Accounting June 2004 - February 2005
PFS Investments November 2003 - June 2004
DataMax August 2002 - November 2003
Midwest Office Technology November 2000 - August 2002
R.E.W. Band and Orchestra July 1998 - November 2000
Skills
Strategic Financial..., Wealth Management, Financial Planning, Insurance, Financial Analysis, Small Business, Strategic Planning, Sales, New Business Development, Needs Assessment, Brand Awareness, Target Marketing, Solution Selling, Field Sales Training, Employee Management, Employee Training, Marketing, Coaching, Consultative Selling, Sales Presentations, Budgets, Client Service, Client Retention, Cold Calling, Networking, Relationship Management, Revenue & Profit Growth
Education
Kansas State University
Bachelor of Science
The Wright Legacy Group, LLC December 2008 - Present
J.C. Grason (formerly Senior Tax Advisors) February 2005 - September 2008
Aureus Finance and Accounting June 2004 - February 2005
PFS Investments November 2003 - June 2004
DataMax August 2002 - November 2003
Midwest Office Technology November 2000 - August 2002
R.E.W. Band and Orchestra July 1998 - November 2000
Skills
Strategic Financial..., Wealth Management, Financial Planning, Insurance, Financial Analysis, Small Business, Strategic Planning, Sales, New Business Development, Needs Assessment, Brand Awareness, Target Marketing, Solution Selling, Field Sales Training, Employee Management, Employee Training, Marketing, Coaching, Consultative Selling, Sales Presentations, Budgets, Client Service, Client Retention, Cold Calling, Networking, Relationship Management, Revenue & Profit Growth
Education
Kansas State University
Bachelor of Science
Shari Guirao's PFS Investments Experience August 2012 - Present
Job Division Leader
Industry Financial Services
Experience
PFS Investments August 2012 - Present
DaVita April 2010 - November 2013
Walgreens Pharmacy June 2007 - June 2010
Skills
Patient Counseling, Dialysis, Nursing, Pharmacy Technicians, Term Life Insurance, Licensed Life Insurance..., Personal Finance, Personal Financial..., Retirement Planning, Pharmacueticals, Managed Care
Education
Lake Erie College of Ostheopathic Medicine 2006 — 2007
City University of New York-Herbert H. Lehman College 2002 — 2006
Bachelor of Science (BS), Biology, Chemistry and Anthropology
PFS Investments August 2012 - Present
DaVita April 2010 - November 2013
Walgreens Pharmacy June 2007 - June 2010
Skills
Patient Counseling, Dialysis, Nursing, Pharmacy Technicians, Term Life Insurance, Licensed Life Insurance..., Personal Finance, Personal Financial..., Retirement Planning, Pharmacueticals, Managed Care
Education
Lake Erie College of Ostheopathic Medicine 2006 — 2007
City University of New York-Herbert H. Lehman College 2002 — 2006
Bachelor of Science (BS), Biology, Chemistry and Anthropology
Darko David Gojcaj's PFS Investments Experience December 2014 - August 2015
Job Executive Recruiter at Ascendo Resources
Industry Staffing and Recruiting
Experience
Ascendo Resources August 2015 - Present
PFS Investments December 2014 - August 2015
Ascendo Resources 2015 - 2015
Merrill Lynch October 2011 - April 2013
ONYP, Lda. 2004 - 2011
Schonfeld Securities 2001 - 2003
First New York Securities 1998 - 2001
MD Sass, Resurgent Group 1998 - 1998
SBC Warburg 1997 - 1997
neuberger berman 1996 - 1997
Skills
Alternative Investments, Asset Management, Banking, Capital Markets, Corporate Finance, Derivatives, Equities, Equity Trading, Finance, Financial Analysis, Financial Markets, Financial Modeling, Fixed Income, Investment Strategies, Hedge Funds, Investments, Mutual Funds, Options, Portfolio Management, Proprietary Trading, Risk Management, Securities, Series 7, Stock Trading, Strategic Financial..., Trading, Valuation, Wealth Management, Series 63, Financial Planning
Education
Manhattan College
BS, Economics & Finance
Ascendo Resources August 2015 - Present
PFS Investments December 2014 - August 2015
Ascendo Resources 2015 - 2015
Merrill Lynch October 2011 - April 2013
ONYP, Lda. 2004 - 2011
Schonfeld Securities 2001 - 2003
First New York Securities 1998 - 2001
MD Sass, Resurgent Group 1998 - 1998
SBC Warburg 1997 - 1997
neuberger berman 1996 - 1997
Skills
Alternative Investments, Asset Management, Banking, Capital Markets, Corporate Finance, Derivatives, Equities, Equity Trading, Finance, Financial Analysis, Financial Markets, Financial Modeling, Fixed Income, Investment Strategies, Hedge Funds, Investments, Mutual Funds, Options, Portfolio Management, Proprietary Trading, Risk Management, Securities, Series 7, Stock Trading, Strategic Financial..., Trading, Valuation, Wealth Management, Series 63, Financial Planning
Education
Manhattan College
BS, Economics & Finance
Aleksandar Vasilev, MBA's PFS Investments Experience November 2007 - March 2011
Job Location manager at Hermann Engelmann Greenhouses, Inc.
Industry Financial Services
Experience
Hermann Engelmann Greenhouses, Inc. April 2012 - Present
Hermann Engelmann Greenhouses, Inc. March 2000 - May 2012
PFS Investments November 2007 - March 2011
Skills
Budgets, Inventory Management, Microsoft Excel, Account Management, Retail, New Business Development, Strategic Planning, Microsoft Office, Business Planning, Marketing Strategy, Forecasting, Financial Analysis, Portfolio Management, Management, Customer Service
Education
Webster University 2012 — 2013
MBA, 4.0
University of Central Florida 2006 — 2010
B.S.B.A., Finance with a minor in Int'l Business, Summa Cum Laude
Seminole Community College 2003 — 2006
A.A., Business- Accounting
Hermann Engelmann Greenhouses, Inc. April 2012 - Present
Hermann Engelmann Greenhouses, Inc. March 2000 - May 2012
PFS Investments November 2007 - March 2011
Skills
Budgets, Inventory Management, Microsoft Excel, Account Management, Retail, New Business Development, Strategic Planning, Microsoft Office, Business Planning, Marketing Strategy, Forecasting, Financial Analysis, Portfolio Management, Management, Customer Service
Education
Webster University 2012 — 2013
MBA, 4.0
University of Central Florida 2006 — 2010
B.S.B.A., Finance with a minor in Int'l Business, Summa Cum Laude
Seminole Community College 2003 — 2006
A.A., Business- Accounting
Brooks Norman's PFS Investments Experience January 2013 - Present
Job Wealth Manager
Industry Financial Services
Experience
PFS Investments January 2013 - Present
Brinker International April 2008 - October 2012
24 Hour Fitness May 2005 - August 2005
Skills
Customer Service, Customer Satisfaction, Inventory Management, Leadership, Marketing, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Sales, Social Media, Team Building, Financial Analysis, Public Speaking, Budgets, Personal Financial..., Wealth Management
Education
Abilene Christian University 2005 — 2010
Bachelor of Arts (B.A.), English Language and Literature, General
L.V. Berkner High School 2001 — 2005
PFS Investments January 2013 - Present
Brinker International April 2008 - October 2012
24 Hour Fitness May 2005 - August 2005
Skills
Customer Service, Customer Satisfaction, Inventory Management, Leadership, Marketing, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Sales, Social Media, Team Building, Financial Analysis, Public Speaking, Budgets, Personal Financial..., Wealth Management
Education
Abilene Christian University 2005 — 2010
Bachelor of Arts (B.A.), English Language and Literature, General
L.V. Berkner High School 2001 — 2005
Emily Redard's PFS Investments Experience February 2013 - Present
Job Regional Vice President at Primerica
Industry Financial Services
Experience
PFS Investments February 2013 - Present
Central Bucks SD 2008 - 2013
Salisbury Behavioral Health May 2006 - August 2008
Skills
Term Life Insurance, Lesson Planning, Instructional Design, Leadership Development, Differentiated..., Financial Analysis, Sales, Technology Integration, Staff Development, Teaching, Adult Education, Investments, Team Building, Team Leadership, Team Management, Debt Settlement, Debt Elimination, Fixed Annuities, Variable Annuities, Indexed Annuities, IRAs, Roth IRA, Simple IRA, SEP IRA, Traditional IRA, 401k Rollovers, Living Will, Powers of Attorney, Legal Protection, Mutual Funds, Long-term Care, 401k, Leadership, Financial Education, Series 6, Finance, Microsoft Office, Public Speaking
Education
Penn State University 2004 — 2008
Bachelor's Degree of Science, Elementary Education
PFS Investments February 2013 - Present
Central Bucks SD 2008 - 2013
Salisbury Behavioral Health May 2006 - August 2008
Skills
Term Life Insurance, Lesson Planning, Instructional Design, Leadership Development, Differentiated..., Financial Analysis, Sales, Technology Integration, Staff Development, Teaching, Adult Education, Investments, Team Building, Team Leadership, Team Management, Debt Settlement, Debt Elimination, Fixed Annuities, Variable Annuities, Indexed Annuities, IRAs, Roth IRA, Simple IRA, SEP IRA, Traditional IRA, 401k Rollovers, Living Will, Powers of Attorney, Legal Protection, Mutual Funds, Long-term Care, 401k, Leadership, Financial Education, Series 6, Finance, Microsoft Office, Public Speaking
Education
Penn State University 2004 — 2008
Bachelor's Degree of Science, Elementary Education
Mercita Pierre, MSW's PFS Investments Experience June 2012 - Present
Job Financial Advisor/Life long relationships at PFS Investments
Industry Financial Services
Experience
PFS Investments June 2012 - Present
Bristol-Myers Squibb June 2008 - August 2009
Bristol-Myers Squibb, Co October 2007 - April 2009
ETSHamilton May 2007 - July 2007
North Carolina A & T State University August 2003 - May 2007
Skills
Time Management, Management, Training, PowerPoint, Data Entry, Research, Microsoft Excel, Leadership, Communication, Typing
Education
Barry University 2009 — 2010
MSW, Social Work
North Carolina Agricultural and Technical State University 2002 — 2008
BSW, Social Work
North Carolina Agricultural and Technical State University
Bachelor, Social Work
Barry University
Master, Social Work
PFS Investments June 2012 - Present
Bristol-Myers Squibb June 2008 - August 2009
Bristol-Myers Squibb, Co October 2007 - April 2009
ETSHamilton May 2007 - July 2007
North Carolina A & T State University August 2003 - May 2007
Skills
Time Management, Management, Training, PowerPoint, Data Entry, Research, Microsoft Excel, Leadership, Communication, Typing
Education
Barry University 2009 — 2010
MSW, Social Work
North Carolina Agricultural and Technical State University 2002 — 2008
BSW, Social Work
North Carolina Agricultural and Technical State University
Bachelor, Social Work
Barry University
Master, Social Work
Paul Shie's PFS Investments Experience May 1994 - Present
Job Registered Principal at PFS Investments
Industry Investment Management
Experience
PFS Investments May 1994 - Present
UNVA February 2009 - August 2012
UNVA September 1998 - August 2012
Southeastern University April 1993 - August 1998
Shenandoah University March 1995 - December 1997
Skills
Business Strategy, Research, Strategic Planning, Teaching, Investments, Chinese culture, Chinese history, Language Teaching, American Presidential..., Bilingual..., Social Sciences Reserch, Personal Financial..., Investment Advisory, Long Term Care Insurance, Mutual Funds, Variable Annuities, Human Resource..., Training and Development, Distance Learning
Education
University of Kansas 1984 — 1990
Doctor of Philosophy (Ph.D.), American Studies/American Presidential Campaign Politics
PFS Investments May 1994 - Present
UNVA February 2009 - August 2012
UNVA September 1998 - August 2012
Southeastern University April 1993 - August 1998
Shenandoah University March 1995 - December 1997
Skills
Business Strategy, Research, Strategic Planning, Teaching, Investments, Chinese culture, Chinese history, Language Teaching, American Presidential..., Bilingual..., Social Sciences Reserch, Personal Financial..., Investment Advisory, Long Term Care Insurance, Mutual Funds, Variable Annuities, Human Resource..., Training and Development, Distance Learning
Education
University of Kansas 1984 — 1990
Doctor of Philosophy (Ph.D.), American Studies/American Presidential Campaign Politics
Daniel Goodroad's PFS Investments Experience May 2011 - April 2013
Job Account Manager at SunSource
Industry Mechanical or Industrial Engineering
Experience
SunSource January 2015 - Present
SunSource May 2013 - December 2014
PFS Investments May 2011 - April 2013
Axiom Strategies February 2011 - May 2011
Park University August 2007 - May 2011
Skills
Fundraising, Public Speaking, Customer Service, Event Planning, Data Entry, Microsoft Word, Microsoft Excel, Microsoft Office, Editing, Non-profits, Research, PowerPoint, Leadership, Management, Nonprofits, Sales, Sales Management, Strategic Planning, Training, Continuous Improvement, New Business Development
Education
Park University 2007 — 2011
Bachelor of Arts, Political Science
Homeschool
High School Diploma
SunSource January 2015 - Present
SunSource May 2013 - December 2014
PFS Investments May 2011 - April 2013
Axiom Strategies February 2011 - May 2011
Park University August 2007 - May 2011
Skills
Fundraising, Public Speaking, Customer Service, Event Planning, Data Entry, Microsoft Word, Microsoft Excel, Microsoft Office, Editing, Non-profits, Research, PowerPoint, Leadership, Management, Nonprofits, Sales, Sales Management, Strategic Planning, Training, Continuous Improvement, New Business Development
Education
Park University 2007 — 2011
Bachelor of Arts, Political Science
Homeschool
High School Diploma
Dave Casotti's PFS Investments Experience July 1996 - Present
Job Home Improvement / Windows at Casotti Home Improvement
Industry Construction
Experience
Casotti Home Improvement April 1998 - Present
PFS Investments July 1996 - Present
Education
Iowa State University
Business Admin., Gen. Business
Des Moines Area Community College 1983 — 1984
Assoc. of Arts, Pre-Business
Casotti Home Improvement April 1998 - Present
PFS Investments July 1996 - Present
Education
Iowa State University
Business Admin., Gen. Business
Des Moines Area Community College 1983 — 1984
Assoc. of Arts, Pre-Business
Rose Camille Pierre Charles's PFS Investments Experience SUPERVISORBankUnited2006 - Present
Job SUPERVISOR at BankUnited
Industry Investment Banking
Experience
PFS Investments SUPERVISORBankUnited2006 - Present
PFS Investments January 2000 - January 2012
Skills
Term Life Insurance, Retail Banking, Sales
Education
Broward College 2010 — 2015
Accounting, Management and Supervision
PFS Investments SUPERVISORBankUnited2006 - Present
PFS Investments January 2000 - January 2012
Skills
Term Life Insurance, Retail Banking, Sales
Education
Broward College 2010 — 2015
Accounting, Management and Supervision
Dan Kitchell's PFS Investments Experience February 2010 - Present
Job Registered Representative at PFS Investments
Industry Financial Services
Experience
PFS Investments February 2010 - Present
Abundance Behavioral Health Services March 2010 - October 2012
Merrill Lynch, PFS January 1996 - February 1997
Skills
Investment Strategies, Retirement Planning, Mutual Funds, Fixed Annuities, Variable Annuities, Simple IRA, Roth IRA, Long Term Care Insurance, Key Man Insurance, Financial Analysis, Financial Business..., Term Life Insurance, College Savings Plans, Investment Advisory, Asset Allocation, 401k Rollovers, Wealth Management..., Debt Management, Financial Coaching, Customer Service, Community Outreach, Customer Oriented, Insurance, Product Marketing, Business Networking
Education
California Baptist University
Bachelor of Science (BS), Psychology, Magna Cum Laude
Fullerton Junior College
Hornet Journalist, Beta Phi Gama
PFS Investments February 2010 - Present
Abundance Behavioral Health Services March 2010 - October 2012
Merrill Lynch, PFS January 1996 - February 1997
Skills
Investment Strategies, Retirement Planning, Mutual Funds, Fixed Annuities, Variable Annuities, Simple IRA, Roth IRA, Long Term Care Insurance, Key Man Insurance, Financial Analysis, Financial Business..., Term Life Insurance, College Savings Plans, Investment Advisory, Asset Allocation, 401k Rollovers, Wealth Management..., Debt Management, Financial Coaching, Customer Service, Community Outreach, Customer Oriented, Insurance, Product Marketing, Business Networking
Education
California Baptist University
Bachelor of Science (BS), Psychology, Magna Cum Laude
Fullerton Junior College
Hornet Journalist, Beta Phi Gama
Patrice Daniels's PFS Investments Experience 2000 - Present
Job MSN,FNP,BSN
Industry Hospital & Health Care
Experience
Community clinic/ private practice April 2000 - Present
PFS Investments 2000 - Present
Skills
Debt Elimination, Fixed Annuities, Term Life Insurance, IRAs, Retirement Planning, Retirement, Mutual Funds, Financial Education, Series 6, Debt Management, 401k, Variable Annuities, Talent Acquisition, Management, Applicant Tracking..., Health Insurance, Hospitals, Customer Service, Healthcare, Healthcare Management, Team Building, Leadership, Training
Education
University of California, Los Angeles 1998 — 2000
MSN, Advance Practice Nurse/ Family Practice
University of California, Los Angeles 1989 — 1994
Bachelor's Degree, Nursing
El Camino College-Compton Center
El Camino College-Compton Center
El Camino College-Compton Center
Community clinic/ private practice April 2000 - Present
PFS Investments 2000 - Present
Skills
Debt Elimination, Fixed Annuities, Term Life Insurance, IRAs, Retirement Planning, Retirement, Mutual Funds, Financial Education, Series 6, Debt Management, 401k, Variable Annuities, Talent Acquisition, Management, Applicant Tracking..., Health Insurance, Hospitals, Customer Service, Healthcare, Healthcare Management, Team Building, Leadership, Training
Education
University of California, Los Angeles 1998 — 2000
MSN, Advance Practice Nurse/ Family Practice
University of California, Los Angeles 1989 — 1994
Bachelor's Degree, Nursing
El Camino College-Compton Center
El Camino College-Compton Center
El Camino College-Compton Center
Seth Sawin's PFS Investments Experience
Job Business Development Specialist at PFS Investments
Industry Financial Services
Experience
PFS Investments
Skills
Personal Finance, Retirement Planning, Retirement, Mutual Funds, Wealth Management, Strategic Financial..., Fixed Annuities, Investment Strategies, Financial Advisory, Wealth, Asset Allocation, Estate Planning, IRAs, Long-term Care, Financial Planners, Pensions, Series 6, Variable Annuities
Education
Dallas Baptist University
PFS Investments
Skills
Personal Finance, Retirement Planning, Retirement, Mutual Funds, Wealth Management, Strategic Financial..., Fixed Annuities, Investment Strategies, Financial Advisory, Wealth, Asset Allocation, Estate Planning, IRAs, Long-term Care, Financial Planners, Pensions, Series 6, Variable Annuities
Education
Dallas Baptist University
Abbey Guthrie's PFS Investments Experience December 2010 - March 2012
Job Underwriter at Primerica
Industry Insurance
Experience
Primerica February 2012 - Present
PFS Investments December 2010 - March 2012
Primerica Financial Services June 2009 - December 2010
Property Tax Relief January 2009 - July 2009
The Community Foundation for Northeast Georgia 2008 - 2008
Skills
Customer Service, Microsoft Excel, Outlook, Insurance, Microsoft Office, Analysis, Invoicing, Human Resources, Employee Benefits, New Business Development, Social Networking, Event Planning, Team Building, Sales, Public Speaking
Education
Georgia College and State University 2003 — 2007
Mass Communication, Advertising
Primerica February 2012 - Present
PFS Investments December 2010 - March 2012
Primerica Financial Services June 2009 - December 2010
Property Tax Relief January 2009 - July 2009
The Community Foundation for Northeast Georgia 2008 - 2008
Skills
Customer Service, Microsoft Excel, Outlook, Insurance, Microsoft Office, Analysis, Invoicing, Human Resources, Employee Benefits, New Business Development, Social Networking, Event Planning, Team Building, Sales, Public Speaking
Education
Georgia College and State University 2003 — 2007
Mass Communication, Advertising
Rena Moore's PFS Investments Experience October 2012 - Present
Job Registered Representative at PFS Investments
Industry Financial Services
Experience
PFS Investments October 2012 - Present
Bank of America June 1984 - October 2010
Skills
Legal Documents, Estate Planning, Legal Research, Banking, Lexis, Westlaw, Document Review, Powers of Attorney, Bankruptcy, Legal Writing, Securities
Education
Clayton State University 2006 — 2008
Paralegal certificate, Legal Studies
Mercer University 1978 — 1983
Bachelor of Administration
PFS Investments October 2012 - Present
Bank of America June 1984 - October 2010
Skills
Legal Documents, Estate Planning, Legal Research, Banking, Lexis, Westlaw, Document Review, Powers of Attorney, Bankruptcy, Legal Writing, Securities
Education
Clayton State University 2006 — 2008
Paralegal certificate, Legal Studies
Mercer University 1978 — 1983
Bachelor of Administration
Kim Poulos's PFS Investments Experience January 1995 - Present
Job
Industry
Experience
PFS Investments January 1995 - Present
Skills
Asset Management, 401k, Insurance, Microsoft Office, Retirement Planning, Series 63, Investments, Team Building, Microsoft Excel, Series 6, Customer Service, Fixed Annuities, Mutual Funds, Term Life Insurance, Sales Management, PowerPoint, Coaching, Long-term Care, Retirement, Microsoft Word, Life Insurance, Strategic Financial...
Education
Illinois Institute of Technology
BS
PFS Investments January 1995 - Present
Skills
Asset Management, 401k, Insurance, Microsoft Office, Retirement Planning, Series 63, Investments, Team Building, Microsoft Excel, Series 6, Customer Service, Fixed Annuities, Mutual Funds, Term Life Insurance, Sales Management, PowerPoint, Coaching, Long-term Care, Retirement, Microsoft Word, Life Insurance, Strategic Financial...
Education
Illinois Institute of Technology
BS
Charles Mathes's PFS Investments Experience September 2011 - Present
Job Assistant Vice President Regulatory Compliance Counsel
Industry Law Practice
Experience
PFS Investments September 2011 - Present
US Securities and Exchange Commission May 2010 - December 2010
Education
University of Georgia School of Law 2008 — 2011
J.D., Law
Auburn University 2005 — 2006
B.A., Political Science
PFS Investments September 2011 - Present
US Securities and Exchange Commission May 2010 - December 2010
Education
University of Georgia School of Law 2008 — 2011
J.D., Law
Auburn University 2005 — 2006
B.A., Political Science
Neal Mac Millan's PFS Investments Experience 2011 - Present
Job Independent Representative at PFS Investments and Primerica
Industry Financial Services
Experience
Primerica January 2011 - Present
PFS Investments 2011 - Present
Skills
Coaching, Business Development, Business Strategy, Strategic Planning, Public Speaking, Management Consulting, Leadership, Marketing Strategy, Program Management, Team Building
Education
Azusa Pacific University
Bachelor of Applied Science (B.A.Sc.)
Primerica January 2011 - Present
PFS Investments 2011 - Present
Skills
Coaching, Business Development, Business Strategy, Strategic Planning, Public Speaking, Management Consulting, Leadership, Marketing Strategy, Program Management, Team Building
Education
Azusa Pacific University
Bachelor of Applied Science (B.A.Sc.)
Thomas Bair's PFS Investments Experience June 2010 - Present
Job Retirement Planning & Education
Industry Investment Management
Experience
PFS Investments June 2010 - Present
Skills
Outlook, Small Business, Microsoft Excel, Investments, PowerPoint, Customer Service, Windows, Retirement, Microsoft Word, English, Research, Photoshop, Teaching, HTML, Strategic Planning, Finance, Insurance, Financial Analysis, Microsoft Office, Leadership, Team Building, Portfolio Management
Education
Regis University 1981 — 1985
Bachelor of Science (B.S.), Computer and Information Sciences and Support Services
PFS Investments June 2010 - Present
Skills
Outlook, Small Business, Microsoft Excel, Investments, PowerPoint, Customer Service, Windows, Retirement, Microsoft Word, English, Research, Photoshop, Teaching, HTML, Strategic Planning, Finance, Insurance, Financial Analysis, Microsoft Office, Leadership, Team Building, Portfolio Management
Education
Regis University 1981 — 1985
Bachelor of Science (B.S.), Computer and Information Sciences and Support Services
Candice Crespo's PFS Investments Experience June 2011 - Present
Job at
Industry Education Management
Experience
PFS Investments June 2011 - Present
Christ the King Elementary School August 1999 - Present
Skills
Organizing, Assessment, Communication Strategy
Education
Pace University-Pleasantville/Briarcliff Campus 1995 — 1999
BS, Elementary Education
PFS Investments June 2011 - Present
Christ the King Elementary School August 1999 - Present
Skills
Organizing, Assessment, Communication Strategy
Education
Pace University-Pleasantville/Briarcliff Campus 1995 — 1999
BS, Elementary Education
Annie Croley's PFS Investments Experience October 1994 - Present
Job cordiantor at PFS Investments
Industry
Experience
PFS Investments October 1994 - Present
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Customer Service, Teaching, Public Speaking, Event Planning, English, Leadership, Training, Leadership Development, Team Building, Data Analysis, Coaching
Education
Bloomfield College 1994 — 1997
Associate of Arts and Sciences (A.A.S.), Healthcare Administration, 3.0
PFS Investments October 1994 - Present
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Customer Service, Teaching, Public Speaking, Event Planning, English, Leadership, Training, Leadership Development, Team Building, Data Analysis, Coaching
Education
Bloomfield College 1994 — 1997
Associate of Arts and Sciences (A.A.S.), Healthcare Administration, 3.0
Paul Michael Valdez's PFS Investments Experience January 2008 - March 2012
Job
Industry Medical Devices
Experience
Knox Attorney Service March 2011 - February 2014
PFS Investments January 2008 - March 2012
Philips & LiteOn Digital Solutions May 2006 - March 2011
Walmart January 2005 - May 2006
CST Mortgage June 2005 - December 2005
Saratoga Retirement Community August 2003 - May 2005
Skills
Customer Service, Microsoft Office, Microsoft Excel, Outlook, Sales, Microsoft Word, Leadership, Windows, Research, PowerPoint, Operations Management, Photoshop, Public Speaking
Education
Casa Loma College-Van Nuys 2012 — 2014
MRI Technologist
Silver Creek High School 1998 — 2002
General Education
Knox Attorney Service March 2011 - February 2014
PFS Investments January 2008 - March 2012
Philips & LiteOn Digital Solutions May 2006 - March 2011
Walmart January 2005 - May 2006
CST Mortgage June 2005 - December 2005
Saratoga Retirement Community August 2003 - May 2005
Skills
Customer Service, Microsoft Office, Microsoft Excel, Outlook, Sales, Microsoft Word, Leadership, Windows, Research, PowerPoint, Operations Management, Photoshop, Public Speaking
Education
Casa Loma College-Van Nuys 2012 — 2014
MRI Technologist
Silver Creek High School 1998 — 2002
General Education
Larry Handley's PFS Investments Experience March 1986 - Present
Job Investment Advisor
Industry Financial Services
Experience
PFS Investments March 1986 - Present
IBM September 2004 - December 2008
ABN AMRO Bank N.V. June 1994 - September 2004
Options Clearing Corp September 1984 - May 1989
Skills
Java
Education
Roosevelt University 1981 — 1983
Computer and Information Sciences and Support Services
University of Illinois at Chicago 1971 — 1975
Bachelor of Arts (B.A.), Communication and Media Studies
PFS Investments March 1986 - Present
IBM September 2004 - December 2008
ABN AMRO Bank N.V. June 1994 - September 2004
Options Clearing Corp September 1984 - May 1989
Skills
Java
Education
Roosevelt University 1981 — 1983
Computer and Information Sciences and Support Services
University of Illinois at Chicago 1971 — 1975
Bachelor of Arts (B.A.), Communication and Media Studies
Darryl Thrasher's PFS Investments Experience September 2006 - August 2012
Job Manager at Lone Star
Industry Management Consulting
Experience
Lone Star June 2012 - Present
PFS Investments September 2006 - August 2012
L-3 GENEVA AEROSPACE, INC September 2002 - September 2008
Intrusion, Inc May 2000 - September 2002
Skills
Process Improvement, Strategic Financial..., Strategic Planning, Business Process..., Business Development, Retirement Planning, Financial Analysis, Product Management, Risk Management, Management, Project Management, Business Strategy, Operations Management, Team Building, Coaching, Vendor Management, Analysis, Program Management, Asset Management, Budgets, Investment Advisory, Quality Assurance, Management Consulting, Leadership, Business Analysis, Team Leadership, Integration, Strategy, Start-ups, Project Planning, Cross-functional Team..., Executive Management, Security Clearance, Microsoft Office, Customer Service, DoD, Systems Engineering
Education
Harding University 1975 — 1980
Bachelor of Business Administration (BBA), Accounting and Business/Management
Lone Star June 2012 - Present
PFS Investments September 2006 - August 2012
L-3 GENEVA AEROSPACE, INC September 2002 - September 2008
Intrusion, Inc May 2000 - September 2002
Skills
Process Improvement, Strategic Financial..., Strategic Planning, Business Process..., Business Development, Retirement Planning, Financial Analysis, Product Management, Risk Management, Management, Project Management, Business Strategy, Operations Management, Team Building, Coaching, Vendor Management, Analysis, Program Management, Asset Management, Budgets, Investment Advisory, Quality Assurance, Management Consulting, Leadership, Business Analysis, Team Leadership, Integration, Strategy, Start-ups, Project Planning, Cross-functional Team..., Executive Management, Security Clearance, Microsoft Office, Customer Service, DoD, Systems Engineering
Education
Harding University 1975 — 1980
Bachelor of Business Administration (BBA), Accounting and Business/Management
Arminia Zafra's PFS Investments Experience
Job RVP at PFS Investments
Industry Financial Services
Experience
PFS Investments
Education
St. Scholastica's College Manila
Bachelor of Arts (BA)
PFS Investments
Education
St. Scholastica's College Manila
Bachelor of Arts (BA)
Charlie & Debbie O'Neill's PFS Investments Experience December 2011 - Present
Job District Leader/Registered Rep. PFS Investments
Industry Financial Services
Experience
PFS Investments December 2011 - Present
F.K. Realty Holdings Inc. June 2008 - Present
HKCC September 2002 - Present
Skills
Windows, Photoshop, HTML, Editing, C++, C, Java, Insurance, Investments, Leadership, Retirement Planning, Sales, Team Building, Coaching, Small Business, Marketing, Management, Retirement, Finance, Mutual Funds, Life Insurance
Education
Queensborough Community College 1988 — 1990
Associate's degree, Business Administration and Management, General
F.K. Lane H.S./ John Adams H.S. 1984 — 1988
PFS Investments December 2011 - Present
F.K. Realty Holdings Inc. June 2008 - Present
HKCC September 2002 - Present
Skills
Windows, Photoshop, HTML, Editing, C++, C, Java, Insurance, Investments, Leadership, Retirement Planning, Sales, Team Building, Coaching, Small Business, Marketing, Management, Retirement, Finance, Mutual Funds, Life Insurance
Education
Queensborough Community College 1988 — 1990
Associate's degree, Business Administration and Management, General
F.K. Lane H.S./ John Adams H.S. 1984 — 1988
Enoch Samuel's PFS Investments Experience July 2005 - December 2010
Job
Industry Construction
Experience
City of Los Angeles September 1997 - Present
PFS Investments July 2005 - December 2010
Skills
Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Insurance, Public Speaking, Sales, Policy
Education
Rio Hondo College 1991 — 1995
St. Croix Central high 1983 — 1986
High school Diploma
City of Los Angeles September 1997 - Present
PFS Investments July 2005 - December 2010
Skills
Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Insurance, Public Speaking, Sales, Policy
Education
Rio Hondo College 1991 — 1995
St. Croix Central high 1983 — 1986
High school Diploma
Wes McEwen's PFS Investments Experience November 2014 - Present
Job Independent Representative at Primerica
Industry Financial Services
Experience
Primerica January 2014 - Present
Primerica Life Insurance Company March 2014 - Present
PFS Investments November 2014 - Present
Goose Creek CISD August 1995 - September 2013
Skills
Customer Service, Microsoft Office, Leadership Development, Strategic Planning, Teaching, PowerPoint, Microsoft Word
Education
Kaplan
Series 6
Kaplan
Series 63
Baylor University 1984 — 1989
Primerica January 2014 - Present
Primerica Life Insurance Company March 2014 - Present
PFS Investments November 2014 - Present
Goose Creek CISD August 1995 - September 2013
Skills
Customer Service, Microsoft Office, Leadership Development, Strategic Planning, Teaching, PowerPoint, Microsoft Word
Education
Kaplan
Series 6
Kaplan
Series 63
Baylor University 1984 — 1989
David Filipski's PFS Investments Experience 2014 - Present
Job Financial Services Representative
Industry Financial Services
Experience
PFS Investments 2014 - Present
Skills
Financial Analysis, Term Life Insurance, Annuity Sales, Investments, Retirement Planning, Life Insurance, Customer Service, Insurance, Mutual Funds, Negotiation, Retirement, Wealth Management
Education
State University of New York Institute of Technology at Utica/Rome
Syracuse University
PFS Investments 2014 - Present
Skills
Financial Analysis, Term Life Insurance, Annuity Sales, Investments, Retirement Planning, Life Insurance, Customer Service, Insurance, Mutual Funds, Negotiation, Retirement, Wealth Management
Education
State University of New York Institute of Technology at Utica/Rome
Syracuse University
Randall Jordan's PFS Investments Experience June 2014 - Present
Job division leader at PFS Investments
Industry Investment Management
Experience
Self-employed June 2014 - Present
PFS Investments June 2014 - Present
Firehouse Subs January 2013 - February 2014
RCS Plumbing Inc. January 2008 - January 2013
Skills
People Skills, Tenacious Work Ethic, Experienced Sales..., High Energy Level, PowerPoint, Microsoft Word, Microsoft Excel, Access, Term Life Insurance, Life Insurance, Competitive Advantage
Education
Chattahoochee Technical College 2014 — 2016
Associate's degree, Automotive Engineering Technology/Technician
Kennesaw Mountain High School 2008 — 2011
Diploma
Self-employed June 2014 - Present
PFS Investments June 2014 - Present
Firehouse Subs January 2013 - February 2014
RCS Plumbing Inc. January 2008 - January 2013
Skills
People Skills, Tenacious Work Ethic, Experienced Sales..., High Energy Level, PowerPoint, Microsoft Word, Microsoft Excel, Access, Term Life Insurance, Life Insurance, Competitive Advantage
Education
Chattahoochee Technical College 2014 — 2016
Associate's degree, Automotive Engineering Technology/Technician
Kennesaw Mountain High School 2008 — 2011
Diploma
Bobby Bowen's PFS Investments Experience
Job Regional Vice President at PFS Investments
Industry Financial Services
Experience
PFS Investments
Skills
Sales
Education
Texas Christian University 1968 — 1970
BFA Radio, TV & Film
PFS Investments
Skills
Sales
Education
Texas Christian University 1968 — 1970
BFA Radio, TV & Film
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY