PFS Investments
Industry: Company
DescriptionHeadquarters: Duluth, GA Parent organization: Primerica
PFS Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at PFS Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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175 PFS Investments employees in database. Find out everything there's to know about PFS Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
PFS Investments Employees
Employee
Years
Job
Industry
Erick Arndt Erick Arndt's PFS Investments Experience July 2003 - November 2012
Job Wealth Advisor & Professional Plan Consultant (PPC)
Industry Investment Management
Experience
Virtue Wealth Management January 2013 - Present
SCV Startup - A Tech Community in LA October 2011 - Present
TripRocker May 2010 - December 2014
PFS Investments July 2003 - November 2012
Cap Gemini Ernst & Young February 1996 - January 2001
Accenture September 1992 - February 1996
Skills
Financial Advisory, Wealth Management, 401k, 401k Rollovers, Alternative Investments, Family Office, Personal Financial..., Estate Tax Planning, Life Insurance, Start-ups, Retirement Planning, Qualified Retirement..., Management, Entrepreneurship, Brand Development, Social Media Marketing, SEO, Viral Marketing, Product Management, Sales, Business Development, Marketing, Investment Advisory, College Education..., Online Marketing, 529 Plans, Long Term Care Insurance, Marketing Strategy, Retirement Plan..., Digital Marketing, Strategic Financial..., Structured Settlements
Education
University at Albany, SUNY 1988 — 1992
Bachelor of Science (BS)
University at Albany, SUNY
Bachelor of Science (B.S.), International Finance
Virtue Wealth Management January 2013 - Present
SCV Startup - A Tech Community in LA October 2011 - Present
TripRocker May 2010 - December 2014
PFS Investments July 2003 - November 2012
Cap Gemini Ernst & Young February 1996 - January 2001
Accenture September 1992 - February 1996
Skills
Financial Advisory, Wealth Management, 401k, 401k Rollovers, Alternative Investments, Family Office, Personal Financial..., Estate Tax Planning, Life Insurance, Start-ups, Retirement Planning, Qualified Retirement..., Management, Entrepreneurship, Brand Development, Social Media Marketing, SEO, Viral Marketing, Product Management, Sales, Business Development, Marketing, Investment Advisory, College Education..., Online Marketing, 529 Plans, Long Term Care Insurance, Marketing Strategy, Retirement Plan..., Digital Marketing, Strategic Financial..., Structured Settlements
Education
University at Albany, SUNY 1988 — 1992
Bachelor of Science (BS)
University at Albany, SUNY
Bachelor of Science (B.S.), International Finance
Mohammad Elahi Mohammad Elahi's PFS Investments Experience March 2009 - Present
Job Recent Graduate of the University of Michigan
Industry Financial Services
Experience
IHW July 2012 - Present
PFS Investments March 2009 - Present
PFS Investments March 2009 - September 2009
PFS Investments August 2007 - March 2009
Skills
Financial Analysis, Investments, Leadership, Microsoft Excel, Team Leadership, Financial Planning, Portfolio Management, Financial Reporting, Microsoft Word, Wealth Management, Public Speaking, Asset Management, Retirement Planning, Equities, Fixed Income, Mutual Funds, Teamwork, Microsoft Office, Finance, Accounting, Customer Service
Education
University of Michigan 2013 — 2014
Bachelor of Business Administration (B.B.A.), Finance, 3.79
IHW July 2012 - Present
PFS Investments March 2009 - Present
PFS Investments March 2009 - September 2009
PFS Investments August 2007 - March 2009
Skills
Financial Analysis, Investments, Leadership, Microsoft Excel, Team Leadership, Financial Planning, Portfolio Management, Financial Reporting, Microsoft Word, Wealth Management, Public Speaking, Asset Management, Retirement Planning, Equities, Fixed Income, Mutual Funds, Teamwork, Microsoft Office, Finance, Accounting, Customer Service
Education
University of Michigan 2013 — 2014
Bachelor of Business Administration (B.B.A.), Finance, 3.79
Fabio Bravo's PFS Investments Experience March 2008 - December 2009
Job Account Executive at The Buckner Company
Industry Insurance
Experience
The Buckner Company January 2013 - Present
State Farm July 2012 - December 2012
Wells Fargo October 2010 - July 2012
SISEL International January 2010 - October 2010
PFS Investments March 2008 - December 2009
Skills
Commercial Insurance, Property & Casualty..., Underwriting, Professional Liability, Workers Compensation, General Insurance, Legal Liability, Cold Calling, Brokers, Account Management, Sales, Sales Management, Commercial Lines, CLCS, Commercial Banking, Personal Banking, Loans, Customer Service, Customer Retention, Account Coordination, Management, Insurance, Liability
Education
Utah Valley University 2008 — 2012
Bachelor’s Degree, International Business, Finace
Universidade do Vale do Itajaí 2004 — 2005
Associate's degree, International Business, Trade, and Tax Law
The Buckner Company January 2013 - Present
State Farm July 2012 - December 2012
Wells Fargo October 2010 - July 2012
SISEL International January 2010 - October 2010
PFS Investments March 2008 - December 2009
Skills
Commercial Insurance, Property & Casualty..., Underwriting, Professional Liability, Workers Compensation, General Insurance, Legal Liability, Cold Calling, Brokers, Account Management, Sales, Sales Management, Commercial Lines, CLCS, Commercial Banking, Personal Banking, Loans, Customer Service, Customer Retention, Account Coordination, Management, Insurance, Liability
Education
Utah Valley University 2008 — 2012
Bachelor’s Degree, International Business, Finace
Universidade do Vale do Itajaí 2004 — 2005
Associate's degree, International Business, Trade, and Tax Law
Jeff Thompson Jeff Thompson's PFS Investments Experience August 1995 - September 2000
Job Managing Partner at JFThompson Wealth Management
Industry Financial Services
Experience
JFThompson Wealth Management October 2012 - Present
diverseFolios® November 2012 - September 2014
Flagship Financial Partners June 2006 - November 2012
Larsen Thompson Wealth Management February 2002 - June 2006
Merrill Lynch October 2000 - February 2002
PFS Investments August 1995 - September 2000
IFA Investments, Inc February 1991 - July 1995
Skills
Retirement Planning, Fixed Annuities, IRAs, Strategic Financial..., Retirement, Series 65, Wealth Management, 401k, Investments, Financial Advisory, Asset Allocation, Wealth Accumulation, Life Insurance, Estate Planning, Personal Finance, Financial Planners, Portfolio Management, Insurance, Stocks, Long-term Care, Finance, Wealth, Financial Services, Mutual Funds, Investment Advisory, Investment Strategies, 401k Rollovers, Wealth Management..., Securities, Alternative Investments, Roth IRA, Long Term Care Insurance, Risk Management, FINRA, Asset Management, High Net Worth..., Investment Management, Term Life Insurance, Bonds, Financial Risk, Whole Life, Personal Financial...
Education
University of Minnesota-Twin Cities 1976 — 1980
Public Relations/Image Management
Thomas Jefferson Senior High School 1974 — 1976
JFThompson Wealth Management October 2012 - Present
diverseFolios® November 2012 - September 2014
Flagship Financial Partners June 2006 - November 2012
Larsen Thompson Wealth Management February 2002 - June 2006
Merrill Lynch October 2000 - February 2002
PFS Investments August 1995 - September 2000
IFA Investments, Inc February 1991 - July 1995
Skills
Retirement Planning, Fixed Annuities, IRAs, Strategic Financial..., Retirement, Series 65, Wealth Management, 401k, Investments, Financial Advisory, Asset Allocation, Wealth Accumulation, Life Insurance, Estate Planning, Personal Finance, Financial Planners, Portfolio Management, Insurance, Stocks, Long-term Care, Finance, Wealth, Financial Services, Mutual Funds, Investment Advisory, Investment Strategies, 401k Rollovers, Wealth Management..., Securities, Alternative Investments, Roth IRA, Long Term Care Insurance, Risk Management, FINRA, Asset Management, High Net Worth..., Investment Management, Term Life Insurance, Bonds, Financial Risk, Whole Life, Personal Financial...
Education
University of Minnesota-Twin Cities 1976 — 1980
Public Relations/Image Management
Thomas Jefferson Senior High School 1974 — 1976
Daniel Quigley Daniel Quigley's PFS Investments Experience September 2008 - September 2010
Job Yacht Broker
Industry Maritime
Experience
Norwood Yacht Sales April 2011 - Present
John Hancock Life Insurance Company (U.S.A.) June 2011 - Present
U.C.H.A.N.G.E. Inc December 2010 - January 2011
PFS Investments September 2008 - September 2010
Skills
Management, Sales, Yachting, Program Management, Recruiting, Marketing Strategy, Strategic Planning, New Business Development, Marketing, Start-ups, Contract Negotiation, Negotiation, Business Development, Sales Management, Online Marketing, Project Management, Finance, Brokerage, Business Strategy, Customer Service
Education
Boston Architectural College 2008 — 2010
Architecture
University of Massachusetts Boston 2008 — 2010
Weymouth High School 2004 — 2008
Norwood Yacht Sales April 2011 - Present
John Hancock Life Insurance Company (U.S.A.) June 2011 - Present
U.C.H.A.N.G.E. Inc December 2010 - January 2011
PFS Investments September 2008 - September 2010
Skills
Management, Sales, Yachting, Program Management, Recruiting, Marketing Strategy, Strategic Planning, New Business Development, Marketing, Start-ups, Contract Negotiation, Negotiation, Business Development, Sales Management, Online Marketing, Project Management, Finance, Brokerage, Business Strategy, Customer Service
Education
Boston Architectural College 2008 — 2010
Architecture
University of Massachusetts Boston 2008 — 2010
Weymouth High School 2004 — 2008
Nakema Joyner Nakema Joyner's PFS Investments Experience November 2011 - Present
Job Independent Representative at PFS Investments
Industry Financial Services
Experience
PFS Investments November 2011 - Present
Skills
Series 6, Retirement Planning, 401k, Mutual Funds, Insurance, Investments, Income Protection, Customer Service, Financial Planning, Financial Analysis, Fixed Annuities, Strategic Financial..., IRAs
Education
University of Bridgeport 2009 — 2010
Biology
PFS Investments November 2011 - Present
Skills
Series 6, Retirement Planning, 401k, Mutual Funds, Insurance, Investments, Income Protection, Customer Service, Financial Planning, Financial Analysis, Fixed Annuities, Strategic Financial..., IRAs
Education
University of Bridgeport 2009 — 2010
Biology
Glenn Thayer's PFS Investments Experience January 1997 - December 1998
Job Professional Conference Moderator | Master of Ceremonies | Voice Talent
Industry Public Relations and Communications
Experience
Emcee Squared, Inc. May 1994 - Present
Thayer Productions January 2009 - December 2013
Colorado Springs Customer Service Association January 2003 - January 2006
PFS Investments January 1997 - December 1998
Wherehouse Entertainment, Inc. (now Trans World Entertainment) September 1989 - September 1995
Skills
Conference Moderation, Master of Ceremonies, Interviews, Emcee, Voice Acting, Public Speaking, Television Host, Event Planning, Event Management, Corporate Events, Content Strategy, Television, Marketing, Voiceovers
Education
University of Phoenix
BS, Management
Emcee Squared, Inc. May 1994 - Present
Thayer Productions January 2009 - December 2013
Colorado Springs Customer Service Association January 2003 - January 2006
PFS Investments January 1997 - December 1998
Wherehouse Entertainment, Inc. (now Trans World Entertainment) September 1989 - September 1995
Skills
Conference Moderation, Master of Ceremonies, Interviews, Emcee, Voice Acting, Public Speaking, Television Host, Event Planning, Event Management, Corporate Events, Content Strategy, Television, Marketing, Voiceovers
Education
University of Phoenix
BS, Management
Aerin Robinson Aerin Robinson's PFS Investments Experience 2000 - 2011
Job Experienced Financial Advisor
Industry Financial Services
Experience
PFS Investments 2000 - 2011
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, PowerPoint, Customer Service, Microsoft Word, Risk Management, Strategic Planning, Banking, Investments, Business Analysis, Change Management, Accounting, SQL, Leadership
Education
University of Missouri-Columbia
Bachelor's degree, Economics
PFS Investments 2000 - 2011
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, PowerPoint, Customer Service, Microsoft Word, Risk Management, Strategic Planning, Banking, Investments, Business Analysis, Change Management, Accounting, SQL, Leadership
Education
University of Missouri-Columbia
Bachelor's degree, Economics
Valerie Trent Valerie Trent's PFS Investments Experience May 2009 - October 2010
Job Owner Principal at Valerie L. Trent Financial Group, LLC
Industry Financial Services
Experience
Valerie L. Trent Financial Group, LLC October 2010 - Present
Mutual of Omaha October 2010 - December 2013
Ceridian/Military One Source January 2005 - June 2011
PFS Investments May 2009 - October 2010
Countrywide December 2007 - October 2008
Fidelity Mortgage May 2006 - December 2007
University of Pennsylvania 2004 - 2006
Skills
Estate Planning, Small Business, Retirement Planning, Training, Retirement, Insurance, Strategic Financial..., Strategy, Public Speaking, Strategic Planning, Life Insurance, Team Building, Financial Services, Leadership, Program Management, Financial Analysis, Banking, Mortgage Lending, Long Term Care Insurance, Investments, Finance, Employee Benefits, Disability Insurance, Customer Service, Interviews, Financial Planning, Education, Critical Illness, Time Management, Health Insurance, Fixed Annuities, Sales, Real Estate, Acquisitions, Cash Flow, Cash Flow Management
Education
University of Pennsylvania 2004 — 2006
Master's, Organizational Development and Strategic Planning
Valerie L. Trent Financial Group, LLC October 2010 - Present
Mutual of Omaha October 2010 - December 2013
Ceridian/Military One Source January 2005 - June 2011
PFS Investments May 2009 - October 2010
Countrywide December 2007 - October 2008
Fidelity Mortgage May 2006 - December 2007
University of Pennsylvania 2004 - 2006
Skills
Estate Planning, Small Business, Retirement Planning, Training, Retirement, Insurance, Strategic Financial..., Strategy, Public Speaking, Strategic Planning, Life Insurance, Team Building, Financial Services, Leadership, Program Management, Financial Analysis, Banking, Mortgage Lending, Long Term Care Insurance, Investments, Finance, Employee Benefits, Disability Insurance, Customer Service, Interviews, Financial Planning, Education, Critical Illness, Time Management, Health Insurance, Fixed Annuities, Sales, Real Estate, Acquisitions, Cash Flow, Cash Flow Management
Education
University of Pennsylvania 2004 — 2006
Master's, Organizational Development and Strategic Planning
Ekaette Umoh Ekaette Umoh's PFS Investments Experience June 2013 - August 2014
Job Claims Adjuster at CSAA Insurance Group
Industry Financial Services
Experience
CSAA Insurance Group, a AAA Insurer May 2015 - Present
CSAA Insurance Group February 2014 - May 2015
PFS Investments June 2013 - August 2014
Primerica February 2013 - August 2014
Oklahoma Title and Closing March 2012 - November 2013
Nationstar Mortgage December 2010 - March 2012
Skills
Loans, Mortgage Banking, Refinance, Residential Mortgages, Credit, Credit Analysis, Loan Servicing, FHA, Mortgage Lending, Asset Management, Banking, Customer Service, Insurance, Investments, Loss Mitigation, Mortgage Servicing, Microsoft Office, Risk Management, Underwriting
Education
University of Oklahoma 2007 — 2010
Bachelor of Arts (B.A.), International Area Studies
Franics Tuttle Vocational School 2005 — 2007
Administrative Office Technology
CSAA Insurance Group, a AAA Insurer May 2015 - Present
CSAA Insurance Group February 2014 - May 2015
PFS Investments June 2013 - August 2014
Primerica February 2013 - August 2014
Oklahoma Title and Closing March 2012 - November 2013
Nationstar Mortgage December 2010 - March 2012
Skills
Loans, Mortgage Banking, Refinance, Residential Mortgages, Credit, Credit Analysis, Loan Servicing, FHA, Mortgage Lending, Asset Management, Banking, Customer Service, Insurance, Investments, Loss Mitigation, Mortgage Servicing, Microsoft Office, Risk Management, Underwriting
Education
University of Oklahoma 2007 — 2010
Bachelor of Arts (B.A.), International Area Studies
Franics Tuttle Vocational School 2005 — 2007
Administrative Office Technology
Timothy Hashaway Timothy Hashaway's PFS Investments Experience 2013 - Present
Job Regional Manger at PFS
Industry Financial Services
Experience
PFS Investments 2013 - Present
Kroger Supermarkets August 2000 - January 2015
Skills
Customer Service, PowerPoint, Microsoft Office
Education
University of Phoenix 2008 — 2010
Buisness finance
University of North Texas 2004 — 2006
Buisness finance
PFS Investments 2013 - Present
Kroger Supermarkets August 2000 - January 2015
Skills
Customer Service, PowerPoint, Microsoft Office
Education
University of Phoenix 2008 — 2010
Buisness finance
University of North Texas 2004 — 2006
Buisness finance
Melody Coxon's PFS Investments Experience 2007 - 2010
Job Member Services/Marketing at ROC
Industry Commercial Real Estate
Experience
Real Office Centers August 2015 - Present
Frugalfancyfit.com January 2014 - Present
Carr Workplaces June 2015 - July 2015
APEX Investigative Services, Inc. March 2014 - October 2014
Sedgwick CMS 2008 - 2014
Miss Millennium Pageants LLC January 2010 - April 2013
PFS Investments 2007 - 2010
Two Dream Corporation (DBA: Together & Two of Us) January 2005 - June 2008
CC Investigations 2001 - 2004
Skills
Insurance, Workers Compensation, Claims Management, Customer Service, Microsoft Office, Sales, Marketing, Social Media Marketing, Blogging, Content Management, Wordpress, Content Marketing, Web Content, Writing, Analytics, Social Networking, Risk Management, Claim Investigation, Time Management, SEO, Public Relations, Event Planning, Social Media, Content Strategy, Analysis
Education
University of California, Riverside 2002 — 2007
Bachelors in Humanities Arts and Social Sciences, Sociology
Don Antonio Lugo 1998 — 2002
High School Diploma
Alison
Diploma, Social Networking and Viral Marketing Using Facebook
Real Office Centers August 2015 - Present
Frugalfancyfit.com January 2014 - Present
Carr Workplaces June 2015 - July 2015
APEX Investigative Services, Inc. March 2014 - October 2014
Sedgwick CMS 2008 - 2014
Miss Millennium Pageants LLC January 2010 - April 2013
PFS Investments 2007 - 2010
Two Dream Corporation (DBA: Together & Two of Us) January 2005 - June 2008
CC Investigations 2001 - 2004
Skills
Insurance, Workers Compensation, Claims Management, Customer Service, Microsoft Office, Sales, Marketing, Social Media Marketing, Blogging, Content Management, Wordpress, Content Marketing, Web Content, Writing, Analytics, Social Networking, Risk Management, Claim Investigation, Time Management, SEO, Public Relations, Event Planning, Social Media, Content Strategy, Analysis
Education
University of California, Riverside 2002 — 2007
Bachelors in Humanities Arts and Social Sciences, Sociology
Don Antonio Lugo 1998 — 2002
High School Diploma
Alison
Diploma, Social Networking and Viral Marketing Using Facebook
Chelsea Nuss's PFS Investments Experience 2007 - Present
Job Parent Advocate, Trainer, President and Founder of Docere4Parents Inc. Investment Analyst
Industry Nonprofit Organization Management
Experience
National PTA 2014 - Present
Docere4Parents Inc. 2013 - Present
PFS Investments 2007 - Present
Miami University 2004 - 2007
Skills
Research, Teaching, Public Speaking, Strategic Planning, Budgets, Outstanding..., Academic Tutoring, Series 6 Investment..., Seasoned capabilities..., Spanish-speaking, Organizational..., Community Outreach, Sales, Coaching, Series 63, Risk Management, Leadership, Team Building, Event Planning, Leadership Development, Customer Service, Nonprofits
Education
Miami University 2004 — 2007
Interdisciplinary Studies:, Political Science, Business, Spanish
Elida High
University of Notre Dame - Mendoza College of Business
Masters Certificate in Executive Business Administration - in progress
National PTA 2014 - Present
Docere4Parents Inc. 2013 - Present
PFS Investments 2007 - Present
Miami University 2004 - 2007
Skills
Research, Teaching, Public Speaking, Strategic Planning, Budgets, Outstanding..., Academic Tutoring, Series 6 Investment..., Seasoned capabilities..., Spanish-speaking, Organizational..., Community Outreach, Sales, Coaching, Series 63, Risk Management, Leadership, Team Building, Event Planning, Leadership Development, Customer Service, Nonprofits
Education
Miami University 2004 — 2007
Interdisciplinary Studies:, Political Science, Business, Spanish
Elida High
University of Notre Dame - Mendoza College of Business
Masters Certificate in Executive Business Administration - in progress
Bryan Wesley Wright Bryan Wesley Wright's PFS Investments Experience July 2009 - Present
Job Winning the game with fundamentals, consistency and conviction. Plan, prepare and expect to win.
Industry Financial Services
Experience
Primerica Advisors September 2013 - Present
PFS Investments July 2009 - Present
Primerica January 2009 - Present
Skills
New Business Development, Marketing Strategy, Business Strategy, Solution Selling, Fitness, Customer Service, Sales, Insurance, Leadership, Microsoft Excel, Team Building, Cold Calling, Financial Analysis, Life Insurance, Marketing, Strategic Financial..., Sales Management, IRAs, Account Management, Entrepreneurship, Social Networking, Retirement Planning, Long Term Care Insurance, Series 6, Variable Annuities, Retirement, College Savings Plans, Small Business, Roth IRA, Financial Planning
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), English Language and Literature, General
Primerica Advisors September 2013 - Present
PFS Investments July 2009 - Present
Primerica January 2009 - Present
Skills
New Business Development, Marketing Strategy, Business Strategy, Solution Selling, Fitness, Customer Service, Sales, Insurance, Leadership, Microsoft Excel, Team Building, Cold Calling, Financial Analysis, Life Insurance, Marketing, Strategic Financial..., Sales Management, IRAs, Account Management, Entrepreneurship, Social Networking, Retirement Planning, Long Term Care Insurance, Series 6, Variable Annuities, Retirement, College Savings Plans, Small Business, Roth IRA, Financial Planning
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), English Language and Literature, General
Al J. Mason's PFS Investments Experience 1997 - 2015
Job Financial Analyst at AJ Mason & Associates
Industry Financial Services
Experience
AJ Mason & Associates August 1992 - Present
PFS Investments 1997 - 2015
US Army February 1972 - August 1992
Skills
Securities, Term Life Insurance, Long Term Care, Portfolio Management, Public Speaking, Team Building, Leadership, Leadership Development, Customer Service, Strategic Planning, Program Management, Management, Process Improvement, Team Leadership
Education
Webster University 1986 — 1988
Human Resource Development, Human Resource Development, B average
University of Illinois at Urbana-Champaign 1969 — 1972
Bachelor of Science, Agronomy
AT&T State University 1967 — 1969
transferred, Agronomy
AJ Mason & Associates August 1992 - Present
PFS Investments 1997 - 2015
US Army February 1972 - August 1992
Skills
Securities, Term Life Insurance, Long Term Care, Portfolio Management, Public Speaking, Team Building, Leadership, Leadership Development, Customer Service, Strategic Planning, Program Management, Management, Process Improvement, Team Leadership
Education
Webster University 1986 — 1988
Human Resource Development, Human Resource Development, B average
University of Illinois at Urbana-Champaign 1969 — 1972
Bachelor of Science, Agronomy
AT&T State University 1967 — 1969
transferred, Agronomy
Kenneth Montes Kenneth Montes's PFS Investments Experience 2010 - 2012
Job Senior Sales Manger
Industry Marketing and Advertising
Experience
NuLiv Science June 2012 - Present
Torem Inc, August 2014 - Present
After School Programs 2012 - 2014
PFS Investments 2010 - 2012
Terminix January 2007 - March 2010
The Sports Section November 2002 - January 2007
Skills
Sales Management, Sales, New Business Development, Strategic Planning, Team Building, Marketing Strategy, Coaching, Account Management, Customer Service, Marketing, Public Speaking, Direct Sales, Leadership, Wellness, Business Development, Management, Social Media, Social Media Marketing, Customer Satisfaction
Education
University of Pennsylvania - The Wharton School
Marketing/Marketing Management, General
Liberty University
Psychology
William Howard Taft 2002 — 2006
NuLiv Science June 2012 - Present
Torem Inc, August 2014 - Present
After School Programs 2012 - 2014
PFS Investments 2010 - 2012
Terminix January 2007 - March 2010
The Sports Section November 2002 - January 2007
Skills
Sales Management, Sales, New Business Development, Strategic Planning, Team Building, Marketing Strategy, Coaching, Account Management, Customer Service, Marketing, Public Speaking, Direct Sales, Leadership, Wellness, Business Development, Management, Social Media, Social Media Marketing, Customer Satisfaction
Education
University of Pennsylvania - The Wharton School
Marketing/Marketing Management, General
Liberty University
Psychology
William Howard Taft 2002 — 2006
Charleton Smith, MBA Charleton Smith, MBA's PFS Investments Experience December 2012 - 2013
Job Research Analyst at Integra Realty Resources
Industry Real Estate
Experience
Integra Realty Resources July 2015 - Present
Integra Realty Resources May 2014 - July 2015
Temple Kol Ami Emanu-El May 2011 - May 2015
Off Campus Canes January 2014 - May 2014
Independent Owners January 2014 - April 2014
Temple Kol Ami Emanu-El May 2011 - May 2013
PFS Investments December 2012 - 2013
Massage Envy June 2009 - August 2010
Hillel - International Office in Jerusalem September 2009 - January 2010
Skills
Social Media, Public Relations, Sales, Management, Microsoft Word, Microsoft Office, Program Management, Microsoft Excel, Team Building, Creative Problem Solving, Mediation, Financial Analysis, Argus Modeling, Writing, Commercial Real Estate..., Real Estate License, Nonprofits, Public Speaking, PowerPoint, Finance, Research, Analysis, Market Research, Leadership, Customer Service, Fundraising, Event Planning
Education
University of Miami - School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, and Real Estate
University of Wisconsin-Madison 2006 — 2009
Bachelor of Arts (B.A.), Hebrew Language and Literature, Jewish Studies
Henry Sibley High School 2002 — 2006
Integra Realty Resources July 2015 - Present
Integra Realty Resources May 2014 - July 2015
Temple Kol Ami Emanu-El May 2011 - May 2015
Off Campus Canes January 2014 - May 2014
Independent Owners January 2014 - April 2014
Temple Kol Ami Emanu-El May 2011 - May 2013
PFS Investments December 2012 - 2013
Massage Envy June 2009 - August 2010
Hillel - International Office in Jerusalem September 2009 - January 2010
Skills
Social Media, Public Relations, Sales, Management, Microsoft Word, Microsoft Office, Program Management, Microsoft Excel, Team Building, Creative Problem Solving, Mediation, Financial Analysis, Argus Modeling, Writing, Commercial Real Estate..., Real Estate License, Nonprofits, Public Speaking, PowerPoint, Finance, Research, Analysis, Market Research, Leadership, Customer Service, Fundraising, Event Planning
Education
University of Miami - School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, and Real Estate
University of Wisconsin-Madison 2006 — 2009
Bachelor of Arts (B.A.), Hebrew Language and Literature, Jewish Studies
Henry Sibley High School 2002 — 2006
Thomas Woolen Thomas Woolen's PFS Investments Experience February 2011 - Present
Job Worksite UL Analyst at Lincioln Financial Group
Industry Financial Services
Experience
Lincioln Financial Group February 2013 - Present
PFS Investments February 2011 - Present
Wells Fargo 2008 - 2011
Skills
Microsoft Excel, Microsoft Word, Securities Market, Portfolio Management, PowerPoint, Holistic Financial..., Writing, Securities License, Team Leadership, Marketing Research, Stata, SPSS, Analysis, Leadership, Investments, Financial Analysis
Education
UNC Chapel Hill 2003 — 2007
Bachelor's degree, Economics
Lincioln Financial Group February 2013 - Present
PFS Investments February 2011 - Present
Wells Fargo 2008 - 2011
Skills
Microsoft Excel, Microsoft Word, Securities Market, Portfolio Management, PowerPoint, Holistic Financial..., Writing, Securities License, Team Leadership, Marketing Research, Stata, SPSS, Analysis, Leadership, Investments, Financial Analysis
Education
UNC Chapel Hill 2003 — 2007
Bachelor's degree, Economics
Brian Lowery Brian Lowery's PFS Investments Experience February 2003 - April 2011
Job Stoneway Financial Services
Industry Financial Services
Experience
Stoneway Financial Services April 2011 - Present
PFS Investments February 2003 - April 2011
Xkeymobile 2005 - 2005
Skills
Insurance, Wealth Management, Risk Management, Estate Planning, Security Analysis, Economics, Series 7, Investments, Securities, Mutual Funds, Series 6, Strategic Financial..., Fixed Annuities, Asset Managment, Portfolio Management, Life Insurance, 401k, Retirement Planning, Retirement, Financial Analysis
Education
University of Oregon 1993 — 1996
Sports and Exercise
Stoneway Financial Services April 2011 - Present
PFS Investments February 2003 - April 2011
Xkeymobile 2005 - 2005
Skills
Insurance, Wealth Management, Risk Management, Estate Planning, Security Analysis, Economics, Series 7, Investments, Securities, Mutual Funds, Series 6, Strategic Financial..., Fixed Annuities, Asset Managment, Portfolio Management, Life Insurance, 401k, Retirement Planning, Retirement, Financial Analysis
Education
University of Oregon 1993 — 1996
Sports and Exercise
Cinthia Luna's PFS Investments Experience June 2011 - Present
Job Social Worker at Babyland Family Services, Inc.
Industry Consumer Services
Experience
Babyland Family Services, Inc. August 2014 - Present
PFS Investments June 2011 - Present
MedeFile International Inc. November 2006 - February 2009
Skills
Microsoft Office, Event Planning, Database Administration, Event Management, Outlook, Team Leadership, Portfolio Management, Software Documentation, PowerPoint, Management, Mutual Funds, Microsoft Excel, Microsoft Word, Marketing Strategy, Customer Service, Account Management, Team Building, Access, Insurance, Strategic Financial..., Negotiation, Sales
Education
Katherine Gibbs College 2003 — 2005
3.65
Universidad Iberoamericana 1989 — 1992
BS
Babyland Family Services, Inc. August 2014 - Present
PFS Investments June 2011 - Present
MedeFile International Inc. November 2006 - February 2009
Skills
Microsoft Office, Event Planning, Database Administration, Event Management, Outlook, Team Leadership, Portfolio Management, Software Documentation, PowerPoint, Management, Mutual Funds, Microsoft Excel, Microsoft Word, Marketing Strategy, Customer Service, Account Management, Team Building, Access, Insurance, Strategic Financial..., Negotiation, Sales
Education
Katherine Gibbs College 2003 — 2005
3.65
Universidad Iberoamericana 1989 — 1992
BS
Anthony J. Perez's PFS Investments Experience January 1998 - January 2008
Job CEO: Success is a Language Inc.| Results Coach Motivational Teacher | Speaker
Industry Professional Training & Coaching
Experience
Success is a Language Inc. January 2007 - Present
Founding Member - The John Maxwell Team March 2010 - February 2015
Center for Teacher Effectiveness July 2013 - November 2013
PFS Investments January 1998 - January 2008
US Navy August 1992 - May 2000
Skills
Coaching, Public Speaking, Training, Staff Development, Leadership, Teaching, Leadership Development, Strategic Planning, Executive Coaching, Non-profits, Team Building, Fundraising, Personal Development, Asset Managment, Business, Customer Service, Community Outreach, Entrepreneurship, Educational Leadership, Education, Marketing, Networking, Event Planning, Live Events, Parent Education, Parenting Skills..., Presentation Coaching, Presentation Development, Program Management, Nonprofits, Program Development, Talent Management, Workshop Facilitation
Education
Naval Leadership Training 1992 — 1998
Military and Strategic Leadership
University of Phoenix 1996 — 1997
Business / Psychology
College of Du Page 1991 — 1992
Success is a Language Inc. January 2007 - Present
Founding Member - The John Maxwell Team March 2010 - February 2015
Center for Teacher Effectiveness July 2013 - November 2013
PFS Investments January 1998 - January 2008
US Navy August 1992 - May 2000
Skills
Coaching, Public Speaking, Training, Staff Development, Leadership, Teaching, Leadership Development, Strategic Planning, Executive Coaching, Non-profits, Team Building, Fundraising, Personal Development, Asset Managment, Business, Customer Service, Community Outreach, Entrepreneurship, Educational Leadership, Education, Marketing, Networking, Event Planning, Live Events, Parent Education, Parenting Skills..., Presentation Coaching, Presentation Development, Program Management, Nonprofits, Program Development, Talent Management, Workshop Facilitation
Education
Naval Leadership Training 1992 — 1998
Military and Strategic Leadership
University of Phoenix 1996 — 1997
Business / Psychology
College of Du Page 1991 — 1992
Carie King's PFS Investments Experience February 2007 - Present
Job Realtor at KingTuttle Realty, Inc. and Registered Representative with PFS Investments
Industry Real Estate
Experience
PFS Investments February 2007 - Present
King-Tuttle Realty, Inc. January 2001 - Present
Skills
IRA's tradional and Roth, personal life insurance, debt management, Retirement, Fixed Annuities, Mortgage Lending, Retirement Planning, Wealth, Asset Managment, Money, First Time Home Buyers, Strategic Financial..., Investment Strategies, Mutual Funds, Term Life Insurance, Investment Advisory, Loans, Estate Planning
Education
University of Cincinnati 1991 — 1992
Clark State
PFS Investments February 2007 - Present
King-Tuttle Realty, Inc. January 2001 - Present
Skills
IRA's tradional and Roth, personal life insurance, debt management, Retirement, Fixed Annuities, Mortgage Lending, Retirement Planning, Wealth, Asset Managment, Money, First Time Home Buyers, Strategic Financial..., Investment Strategies, Mutual Funds, Term Life Insurance, Investment Advisory, Loans, Estate Planning
Education
University of Cincinnati 1991 — 1992
Clark State
Cody Mrak's PFS Investments Experience May 2013 - Present
Job Administrative Assistant
Industry Information Technology and Services
Experience
PFS Investments May 2013 - Present
Acadian Ambulance May 2011 - Present
Education
University of Louisiana at Lafayette 2011 — 2015
PFS Investments May 2013 - Present
Acadian Ambulance May 2011 - Present
Education
University of Louisiana at Lafayette 2011 — 2015
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY