Pioneer Financial Group
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Pioneer Financial Group Employees
Employee
Years
Job
Industry
Jason Schaaf Jason Schaaf's Pioneer Financial Group Experience June 2010 - July 2011
Job Staff Accountant at Driveline Retail Merchandising
Industry Financial Services
Experience
Driveline Retail Merchandising May 2014 - Present
Nationstar Mortgage July 2011 - May 2014
Pioneer Financial Group June 2010 - July 2011
American Income Life Insurance Company January 2010 - June 2010
Skills
Accounting, Financial Analysis, Microsoft Excel, Account Reconciliation, Research, Customer Service, Cash Management, NetSuite, Financial Accounting, Cost Accounting, Finance, Microsoft Office
Education
University of Oklahoma 2005 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance
Driveline Retail Merchandising May 2014 - Present
Nationstar Mortgage July 2011 - May 2014
Pioneer Financial Group June 2010 - July 2011
American Income Life Insurance Company January 2010 - June 2010
Skills
Accounting, Financial Analysis, Microsoft Excel, Account Reconciliation, Research, Customer Service, Cash Management, NetSuite, Financial Accounting, Cost Accounting, Finance, Microsoft Office
Education
University of Oklahoma 2005 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance
Darla Rufner Darla Rufner's Pioneer Financial Group Experience November 2011 - Present
Job Executive Sales at Pioneer Financial Group
Industry Executive Office
Experience
Pioneer Financial Group November 2011 - Present
Skills
Microsoft Office, Customer Service, Microsoft Excel, Strategic Planning, Microsoft Word, PowerPoint, Event Planning, Team Building, Management, Project Management, Business Strategy, Public Speaking, Negotiation, Office Management, Research, Event Management, New Business Development, Training, Employee Benefits, Sales, Human Resources
Education
East Central University
Bachelors degree
Pioneer Financial Group November 2011 - Present
Skills
Microsoft Office, Customer Service, Microsoft Excel, Strategic Planning, Microsoft Word, PowerPoint, Event Planning, Team Building, Management, Project Management, Business Strategy, Public Speaking, Negotiation, Office Management, Research, Event Management, New Business Development, Training, Employee Benefits, Sales, Human Resources
Education
East Central University
Bachelors degree
Billy McCaffrey Billy McCaffrey's Pioneer Financial Group Experience June 2009 - September 2009
Job Account Strategist at Criteo
Industry Marketing and Advertising
Experience
Criteo December 2014 - Present
WordStream January 2013 - December 2014
D50 Media November 2011 - November 2012
JH Communications February 2010 - July 2011
Common Ground Radio November 2010 - February 2011
Pioneer Financial Group June 2009 - September 2009
Skills
Project Management, Research, Social Media Marketing, Advertising, Digital Marketing, SEO, Microsoft Office, Copywriting, Press Releases, Online Marketing..., Social Networking, Mac, Integrated Marketing, Account Management, Marketing, PPC, SaaS, Customer Engagement, Google Adwords, Bing
Education
University of Rhode Island 2006 — 2009
B.A., Public Relations
Criteo December 2014 - Present
WordStream January 2013 - December 2014
D50 Media November 2011 - November 2012
JH Communications February 2010 - July 2011
Common Ground Radio November 2010 - February 2011
Pioneer Financial Group June 2009 - September 2009
Skills
Project Management, Research, Social Media Marketing, Advertising, Digital Marketing, SEO, Microsoft Office, Copywriting, Press Releases, Online Marketing..., Social Networking, Mac, Integrated Marketing, Account Management, Marketing, PPC, SaaS, Customer Engagement, Google Adwords, Bing
Education
University of Rhode Island 2006 — 2009
B.A., Public Relations
Marvin Barley III Marvin Barley III's Pioneer Financial Group Experience June 2007 - Present
Job Regional Sales Manager with Pioneer Financial Group
Industry Insurance
Experience
Pioneer Financial Group June 2007 - Present
Insphere Insurance Solutions 2010 - 2012
Barley Financial Management February 2006 - October 2011
Colonial Life 2010 - 2011
Education
Schreiner University 1997 — 2001
BBA, Accounting
Pioneer Financial Group June 2007 - Present
Insphere Insurance Solutions 2010 - 2012
Barley Financial Management February 2006 - October 2011
Colonial Life 2010 - 2011
Education
Schreiner University 1997 — 2001
BBA, Accounting
Brent Sullivan Brent Sullivan's Pioneer Financial Group Experience April 2012 - September 2014
Job Finance Manager at McClain's RV Fort Worth
Industry Automotive
Experience
McClain's RV Fort Worth September 2014 - Present
Pioneer Financial Group April 2012 - September 2014
Universal American September 2010 - January 2012
Bankers Life and Casualty September 2009 - August 2010
Ancira Enterprises January 2002 - July 2009
Skills
Coaching, Mentoring, Sales Process, Compliance, Compliance Audits, Competitive Analysis, Team Building, Business Management, Training & Development, Supervisory Skills, Policy Writing, Reduction in Complaints, Management, Employee Training, Insurance, Training, Retail, Sales Management, Customer Retention, Customer Satisfaction, Leadership, Employee Benefits, Sales Operations, Budgets, Strategic Planning, Quality Auditing
Education
Texas Tech University 1983 — 1987
Bachelors, Business Management
McClain's RV Fort Worth September 2014 - Present
Pioneer Financial Group April 2012 - September 2014
Universal American September 2010 - January 2012
Bankers Life and Casualty September 2009 - August 2010
Ancira Enterprises January 2002 - July 2009
Skills
Coaching, Mentoring, Sales Process, Compliance, Compliance Audits, Competitive Analysis, Team Building, Business Management, Training & Development, Supervisory Skills, Policy Writing, Reduction in Complaints, Management, Employee Training, Insurance, Training, Retail, Sales Management, Customer Retention, Customer Satisfaction, Leadership, Employee Benefits, Sales Operations, Budgets, Strategic Planning, Quality Auditing
Education
Texas Tech University 1983 — 1987
Bachelors, Business Management
Jackie Rea-Wilson Jackie Rea-Wilson's Pioneer Financial Group Experience March 2010 - May 2012
Job Agency Owner at Premier Financial Solutions
Industry Financial Services
Experience
Premier Financial Solutions June 2012 - Present
Pioneer Financial Group March 2010 - May 2012
Maurices September 2008 - March 2010
Education
Oklahoma State University 2003 — 2008
Bachelor's, Design, Housing & Merchandising
Premier Financial Solutions June 2012 - Present
Pioneer Financial Group March 2010 - May 2012
Maurices September 2008 - March 2010
Education
Oklahoma State University 2003 — 2008
Bachelor's, Design, Housing & Merchandising
Jim Halley Jim Halley's Pioneer Financial Group Experience July 2007 - 2010
Job CRH Consulting
Industry Professional Training & Coaching
Experience
CRH Consulting January 2007 - Present
MINK, Mandarin Immersion Elementary School January 2010 - January 2012
ING September 2010 - June 2011
Pioneer Financial Group July 2007 - 2010
North Kingstown School Department July 1995 - June 2007
Department of Defense Dependent Schools 1973 - 1995
Skills
Curriculum Development, Curriculum Design, Teaching, Staff Development, Educational Leadership, Public Speaking, Instructional Design, Educational Technology, Higher Education, Teacher Training, Leadership Development, Classroom, E-Learning, Non-profits, Adult Education, Team Building, Social Media, Educational Consulting, Research, Technology Needs..., Microsoft Word, PowerPoint, Coaching, Public Relations, Program Evaluation, Training, Fundraising, Event Planning, Grant Writing, Literacy, Career Development, Organizational..., Community Outreach, K-12, Program Development, Program Management, Elementary Education, Instructional Technology, Tutoring, Lesson Planning, Workshop Facilitation, Distance Learning, Technology Integration, Career Counseling, Student Affairs, Grants, Nonprofits
Education
University of Southern California 1980 — 1983
EdD, Educational Leadership
Bridgewater State University 1963 — 1966
bsed, education, history, english
Canton High School 1957 — 1961
CRH Consulting January 2007 - Present
MINK, Mandarin Immersion Elementary School January 2010 - January 2012
ING September 2010 - June 2011
Pioneer Financial Group July 2007 - 2010
North Kingstown School Department July 1995 - June 2007
Department of Defense Dependent Schools 1973 - 1995
Skills
Curriculum Development, Curriculum Design, Teaching, Staff Development, Educational Leadership, Public Speaking, Instructional Design, Educational Technology, Higher Education, Teacher Training, Leadership Development, Classroom, E-Learning, Non-profits, Adult Education, Team Building, Social Media, Educational Consulting, Research, Technology Needs..., Microsoft Word, PowerPoint, Coaching, Public Relations, Program Evaluation, Training, Fundraising, Event Planning, Grant Writing, Literacy, Career Development, Organizational..., Community Outreach, K-12, Program Development, Program Management, Elementary Education, Instructional Technology, Tutoring, Lesson Planning, Workshop Facilitation, Distance Learning, Technology Integration, Career Counseling, Student Affairs, Grants, Nonprofits
Education
University of Southern California 1980 — 1983
EdD, Educational Leadership
Bridgewater State University 1963 — 1966
bsed, education, history, english
Canton High School 1957 — 1961
Kevin Otis Kevin Otis's Pioneer Financial Group Experience June 2012 - October 2012
Job District Manager for Royal Canin Tulsa, OK
Industry Veterinary
Experience
Royal Canin December 2012 - Present
Pioneer Financial Group June 2012 - October 2012
Chrome Clothing Company November 2004 - January 2012
Bob Bauter Trucking March 2010 - December 2011
Tulmel Systems August 2001 - June 2004
Berendsen Fluid Power September 1999 - August 2001
Commercial Financial Services 1997 - 1999
MarketSource Inc. 1996 - 1997
Abercrombie & Fitch 1994 - 1996
Skills
Microsoft Office, Quickbooks, Basic Photoshop, Dreamweaver, Customer Service, Marketing, B2B, Sales, Business Strategy, Business Development, Leadership, Account Management, Networking, Inventory Management, Budgets, Training, Insurance, Sales Operations, Change Management, Retail, Small Business, Negotiation, QuickBooks, Team Building
Education
University of Oklahoma 1991 — 1994
Business
University of Phoenix 2000 — 2002
B.S., E-Business
Royal Canin December 2012 - Present
Pioneer Financial Group June 2012 - October 2012
Chrome Clothing Company November 2004 - January 2012
Bob Bauter Trucking March 2010 - December 2011
Tulmel Systems August 2001 - June 2004
Berendsen Fluid Power September 1999 - August 2001
Commercial Financial Services 1997 - 1999
MarketSource Inc. 1996 - 1997
Abercrombie & Fitch 1994 - 1996
Skills
Microsoft Office, Quickbooks, Basic Photoshop, Dreamweaver, Customer Service, Marketing, B2B, Sales, Business Strategy, Business Development, Leadership, Account Management, Networking, Inventory Management, Budgets, Training, Insurance, Sales Operations, Change Management, Retail, Small Business, Negotiation, QuickBooks, Team Building
Education
University of Oklahoma 1991 — 1994
Business
University of Phoenix 2000 — 2002
B.S., E-Business
Alexandra Amoruso's Pioneer Financial Group Experience January 2010 - May 2010
Job Cash Management Analyst at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial March 2013 - Present
E*TRADE Financial December 2010 - March 2013
Pioneer Financial Group January 2010 - May 2010
Skills
Excel, Microsoft Office, PowerPoint, Word, Administration, Planning, Scheduling, Social Media, Microsoft Excel, Sales, Recruiting, Management, Banking, Analysis, Time Management, Customer Service, Marketing, Finance, Microsoft Word, Project Planning, Social Media Marketing, Social Networking
Education
University of Rhode Island - College of Business Administration 2006 — 2010
Bachelor of Arts (B.A.), Finance
Bond University 2009 — 2009
E*TRADE Financial March 2013 - Present
E*TRADE Financial December 2010 - March 2013
Pioneer Financial Group January 2010 - May 2010
Skills
Excel, Microsoft Office, PowerPoint, Word, Administration, Planning, Scheduling, Social Media, Microsoft Excel, Sales, Recruiting, Management, Banking, Analysis, Time Management, Customer Service, Marketing, Finance, Microsoft Word, Project Planning, Social Media Marketing, Social Networking
Education
University of Rhode Island - College of Business Administration 2006 — 2010
Bachelor of Arts (B.A.), Finance
Bond University 2009 — 2009
Don Horne, CLU, AIF, CFP Don Horne, CLU, AIF, CFP's Pioneer Financial Group Experience December 1999 - Present
Job Financial Advisor at Securian Financial Services, Inc
Industry Financial Services
Experience
Pioneer Financial Group December 1999 - Present
Securian Financial Services, Inc December 1999 - Present
NAIFA-RI 2009 - 2010
Education
University of Rhode Island - College of Business Administration 1988 — 1992
Bachelor's degree, Finance
Westerly High School 1984 — 1988
Pioneer Financial Group December 1999 - Present
Securian Financial Services, Inc December 1999 - Present
NAIFA-RI 2009 - 2010
Education
University of Rhode Island - College of Business Administration 1988 — 1992
Bachelor's degree, Finance
Westerly High School 1984 — 1988
Caitlin Carter Caitlin Carter's Pioneer Financial Group Experience April 2012 - November 2013
Job Accounting Specialist at Viessmann
Industry Higher Education
Experience
Viessmann January 2015 - Present
FM Global May 2014 - January 2015
Carter & Company June 2008 - April 2014
Pioneer Financial Group April 2012 - November 2013
Bertucci's February 2008 - April 2012
DiSanto, Priest & Co. January 2008 - May 2008
Gap Inc./Old Navy July 2007 - October 2007
Skills
PowerPoint, Microsoft Excel, Time Management, Microsoft Office, Microsoft Word, Financial Analysis, Customer Service, Outlook, Finance, Social Networking, Event Planning, Facebook, Social Media, Research, Financial Statement..., Accounting, Analysis, Financial Reporting, Account Reconciliation
Education
Bryant University 2008 — 2012
BSBA, Finance
St Mary Academy - Bay View 2004 — 2008
High School, General Studies
Viessmann January 2015 - Present
FM Global May 2014 - January 2015
Carter & Company June 2008 - April 2014
Pioneer Financial Group April 2012 - November 2013
Bertucci's February 2008 - April 2012
DiSanto, Priest & Co. January 2008 - May 2008
Gap Inc./Old Navy July 2007 - October 2007
Skills
PowerPoint, Microsoft Excel, Time Management, Microsoft Office, Microsoft Word, Financial Analysis, Customer Service, Outlook, Finance, Social Networking, Event Planning, Facebook, Social Media, Research, Financial Statement..., Accounting, Analysis, Financial Reporting, Account Reconciliation
Education
Bryant University 2008 — 2012
BSBA, Finance
St Mary Academy - Bay View 2004 — 2008
High School, General Studies
Sage Kirwan's Pioneer Financial Group Experience February 2012 - June 2012
Job Director of Development and Publicity/Writer at Underground Sparks Magazine
Industry Entertainment
Experience
NYU Tisch 2015 - Present
Underground Sparks Mag March 2014 - Present
Stonepark Productions March 2015 - May 2015
Empowered By You November 2014 - March 2015
Zeta Tau Alpha November 2013 - December 2014
Fourth Wall Restaurant Group June 2013 - February 2014
5 to 7 Productions May 2013 - June 2013
Pioneer Financial Group February 2012 - June 2012
Skills
Actor, Singer, Dancer, Well-organized, Highly Ambitious, takes direction well, Quick Study, Social Media, Computer Proficiency, Cashiering, Team Leadership, Works well with a team, Creative Writer, Public Speaking, Phone Skills, Phone Etiquette, professional and..., Social Skills, Will Travel, Fundraising, Singing, Creative Writing, Acting
Education
New York University 2012 — 2015
Bachelor of Fine Arts (B.F.A.), Musical Theatre
The King's College 2011 — 2012
Media, Culture and the Arts
NYU Tisch 2015 - Present
Underground Sparks Mag March 2014 - Present
Stonepark Productions March 2015 - May 2015
Empowered By You November 2014 - March 2015
Zeta Tau Alpha November 2013 - December 2014
Fourth Wall Restaurant Group June 2013 - February 2014
5 to 7 Productions May 2013 - June 2013
Pioneer Financial Group February 2012 - June 2012
Skills
Actor, Singer, Dancer, Well-organized, Highly Ambitious, takes direction well, Quick Study, Social Media, Computer Proficiency, Cashiering, Team Leadership, Works well with a team, Creative Writer, Public Speaking, Phone Skills, Phone Etiquette, professional and..., Social Skills, Will Travel, Fundraising, Singing, Creative Writing, Acting
Education
New York University 2012 — 2015
Bachelor of Fine Arts (B.F.A.), Musical Theatre
The King's College 2011 — 2012
Media, Culture and the Arts
Zachary Aprea's Pioneer Financial Group Experience October 2009 - February 2010
Job Trading at Cuttone & Co.
Industry Financial Services
Experience
Cuttone & Co. March 2014 - Present
Brown Brothers Harriman April 2013 - March 2014
Brown Brothers Harriman February 2011 - April 2013
MIT Investment Management Company (MITIMCo) June 2010 - September 2010
URI Ram Fund September 2009 - May 2010
Department of Transportation January 2008 - May 2010
Pioneer Financial Group October 2009 - February 2010
Skills
Leadership, Teamwork, Mutual Funds, Strategic Planning, Corporate Actions, Banking, Social Media, Asset Management, Investment Management, Portfolio Management, Event Planning, Public Speaking, Financial Services, Management, Fixed Income, Research, Alternative Investments, Risk Management, Microsoft Excel
Education
University of Rhode Island - College of Business Administration 2006 — 2010
Bachelor's of Science, Finance, Economics
Cuttone & Co. March 2014 - Present
Brown Brothers Harriman April 2013 - March 2014
Brown Brothers Harriman February 2011 - April 2013
MIT Investment Management Company (MITIMCo) June 2010 - September 2010
URI Ram Fund September 2009 - May 2010
Department of Transportation January 2008 - May 2010
Pioneer Financial Group October 2009 - February 2010
Skills
Leadership, Teamwork, Mutual Funds, Strategic Planning, Corporate Actions, Banking, Social Media, Asset Management, Investment Management, Portfolio Management, Event Planning, Public Speaking, Financial Services, Management, Fixed Income, Research, Alternative Investments, Risk Management, Microsoft Excel
Education
University of Rhode Island - College of Business Administration 2006 — 2010
Bachelor's of Science, Finance, Economics
Jim Kenney, Jr.'s Pioneer Financial Group Experience May 2005 - February 2006
Job Regional Director at GWG Holdings, Inc.
Industry Financial Services
Experience
GWG Holdings, Inc. April 2015 - Present
Natixis Global Asset Management December 2007 - December 2014
Wellesley Financial Group February 2006 - December 2007
Pioneer Financial Group May 2005 - February 2006
Skills
Mutual Funds, Series 7, Financial Services, Asset Management, Investments, Finance, Asset Allocation, Series 63, Alternative Investments, Fixed Income, Securities, Financial Advisory, Wealth Management, Hedge Funds
Education
Boston College 2001 — 2005
BS, Finance
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2005
BS, Business Management/Finance
GWG Holdings, Inc. April 2015 - Present
Natixis Global Asset Management December 2007 - December 2014
Wellesley Financial Group February 2006 - December 2007
Pioneer Financial Group May 2005 - February 2006
Skills
Mutual Funds, Series 7, Financial Services, Asset Management, Investments, Finance, Asset Allocation, Series 63, Alternative Investments, Fixed Income, Securities, Financial Advisory, Wealth Management, Hedge Funds
Education
Boston College 2001 — 2005
BS, Finance
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2005
BS, Business Management/Finance
Amy Messina's Pioneer Financial Group Experience May 2010 - May 2012
Job Senior Sales Coordinator at John Hancock Life Insurance Company
Industry Financial Services
Experience
John Hancock Life Insurance Company August 2013 - Present
Elite Brokerage Services Inc. October 2011 - September 2013
Pioneer Financial Group May 2010 - May 2012
Skills
Series 7, Estate Planning, Life Insurance, Employee Benefits, Securities, Financial Services, Budgets, Finance, Management, SAP, Health Insurance, Microsoft Excel, Insurance, Microsoft Office, Financial Analysis, Customer Service, PowerPoint, Microsoft Word, Public Speaking, Series 66, Wholesale, Financial Advisory
Education
University of Rhode Island - College of Business Administration 2006 — 2010
Bachelors, Finance
John Hancock Life Insurance Company August 2013 - Present
Elite Brokerage Services Inc. October 2011 - September 2013
Pioneer Financial Group May 2010 - May 2012
Skills
Series 7, Estate Planning, Life Insurance, Employee Benefits, Securities, Financial Services, Budgets, Finance, Management, SAP, Health Insurance, Microsoft Excel, Insurance, Microsoft Office, Financial Analysis, Customer Service, PowerPoint, Microsoft Word, Public Speaking, Series 66, Wholesale, Financial Advisory
Education
University of Rhode Island - College of Business Administration 2006 — 2010
Bachelors, Finance
Morgan Jester Morgan Jester's Pioneer Financial Group Experience January 2011 - May 2011
Job Owner at Morgan Jester LLC
Industry Financial Services
Experience
Morgan Jester LLC March 2015 - Present
PermPlacement October 2013 - January 2015
Timberhorn January 2013 - October 2013
Aerotek Professional Services May 2011 - December 2012
Pioneer Financial Group January 2011 - May 2011
John Hancock Financial Network January 2011 - May 2011
Bankers Life and Casualty Company 2010 - 2011
Skills
Staffing Services, Contract Recruitment, Applicant Tracking..., Sourcing, Recruiting, Benefits Negotiation, Internet Recruiting, Technical Recruiting, College Recruiting, Talent Acquisition, Screening, Management, Temporary Placement, Onboarding, Job Fairs, Interviews, Hiring, Building Relationships, Sales, Temporary Staffing, Human Resources, Screening Resumes, Cold Calling, Business Development, Permanent Placement, Staff Augmentation, Executive Search, Employee Relations, Talent Management, Employee Benefits, Recruitment Advertising, Resume Writing, Employee Training, Employer Branding, Corporate Recruiting, Taleo, PeopleSoft, New Hire Orientations, IT Recruitment, Job Descriptions, HRIS, Training, Boolean Searching, Benefits Administration, Workforce Planning, Personnel Management, Business Networking, RPO, Vendor Management, Networking
Education
Henderson State University 2005 — 2010
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Morgan Jester LLC March 2015 - Present
PermPlacement October 2013 - January 2015
Timberhorn January 2013 - October 2013
Aerotek Professional Services May 2011 - December 2012
Pioneer Financial Group January 2011 - May 2011
John Hancock Financial Network January 2011 - May 2011
Bankers Life and Casualty Company 2010 - 2011
Skills
Staffing Services, Contract Recruitment, Applicant Tracking..., Sourcing, Recruiting, Benefits Negotiation, Internet Recruiting, Technical Recruiting, College Recruiting, Talent Acquisition, Screening, Management, Temporary Placement, Onboarding, Job Fairs, Interviews, Hiring, Building Relationships, Sales, Temporary Staffing, Human Resources, Screening Resumes, Cold Calling, Business Development, Permanent Placement, Staff Augmentation, Executive Search, Employee Relations, Talent Management, Employee Benefits, Recruitment Advertising, Resume Writing, Employee Training, Employer Branding, Corporate Recruiting, Taleo, PeopleSoft, New Hire Orientations, IT Recruitment, Job Descriptions, HRIS, Training, Boolean Searching, Benefits Administration, Workforce Planning, Personnel Management, Business Networking, RPO, Vendor Management, Networking
Education
Henderson State University 2005 — 2010
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Christopher Antonelli's Pioneer Financial Group Experience April 2014 - January 2015
Job Dedicated Field Support Associate Merrill Edge
Industry Investment Management
Experience
Bank of America Merrill Edge March 2015 - Present
Pioneer Financial Group April 2014 - January 2015
Providence College June 2013 - 2013
Merrill Lynch June 2012 - August 2012
Hope Club June 2011 - October 2011
Skills
Microsoft Excel, PowerPoint, •Excellent foundation..., •Experience in project..., •Team orientation to..., computer proficient,..., Series 7 and 66 license, Life & Health Insurance...
Education
Providence College 2009 — 2013
Bachelor of Science, Management
Providence College 2009 — 2013
Bachelor of Science (B.S.)
Bank of America Merrill Edge March 2015 - Present
Pioneer Financial Group April 2014 - January 2015
Providence College June 2013 - 2013
Merrill Lynch June 2012 - August 2012
Hope Club June 2011 - October 2011
Skills
Microsoft Excel, PowerPoint, •Excellent foundation..., •Experience in project..., •Team orientation to..., computer proficient,..., Series 7 and 66 license, Life & Health Insurance...
Education
Providence College 2009 — 2013
Bachelor of Science, Management
Providence College 2009 — 2013
Bachelor of Science (B.S.)
Jack Bergersen Jack Bergersen's Pioneer Financial Group Experience December 2005 - May 2006
Job Director, Data Strategy & Analytics
Industry Computer Software
Experience
Barton Associates Inc. May 2015 - Present
Communispace Corporation 2015 - May 2015
Communispace Corporation July 2012 - February 2015
Communispace Corporation July 2010 - June 2012
Communispace Corporation April 2009 - July 2010
ClearPoint Metrics (Now nCircle) November 2008 - April 2009
SunGard May 2007 - November 2008
Pioneer Financial Group December 2005 - May 2006
Skills
SQL, Business Intelligence, VBA, Data Analysis, SharePoint, ETL, Databases, Visio, Access, Analytics, Integration, Project Management, CRM, MS Project, Data Management, Agile Methodologies, Microsoft Excel, Excel, SSRS, SSIS, PostgreSQL, Software Project..., Salesforce.com, Google Analytics, MySQL, JIRA, Management, SaaS, Market Research, Competitive Analysis, Java, JavaScript, Relational Databases, Basecamp, BIRT, People Management, Data Integration, Business Applications, AtTask, Business Application..., Operations Management, Requirements Management, Wireframes, C#
Education
University of Massachusetts Boston 2013 — 2016
Master of Science (M.S.), Information Technology
University of Massachusetts Boston 2009 — 2012
MBA, Information Systems, Finance, Magna cum laude
Bryant University 2003 — 2007
BA / BSBA, Economics, Management
The Prout School 1999 — 2003
HS Diploma
Barton Associates Inc. May 2015 - Present
Communispace Corporation 2015 - May 2015
Communispace Corporation July 2012 - February 2015
Communispace Corporation July 2010 - June 2012
Communispace Corporation April 2009 - July 2010
ClearPoint Metrics (Now nCircle) November 2008 - April 2009
SunGard May 2007 - November 2008
Pioneer Financial Group December 2005 - May 2006
Skills
SQL, Business Intelligence, VBA, Data Analysis, SharePoint, ETL, Databases, Visio, Access, Analytics, Integration, Project Management, CRM, MS Project, Data Management, Agile Methodologies, Microsoft Excel, Excel, SSRS, SSIS, PostgreSQL, Software Project..., Salesforce.com, Google Analytics, MySQL, JIRA, Management, SaaS, Market Research, Competitive Analysis, Java, JavaScript, Relational Databases, Basecamp, BIRT, People Management, Data Integration, Business Applications, AtTask, Business Application..., Operations Management, Requirements Management, Wireframes, C#
Education
University of Massachusetts Boston 2013 — 2016
Master of Science (M.S.), Information Technology
University of Massachusetts Boston 2009 — 2012
MBA, Information Systems, Finance, Magna cum laude
Bryant University 2003 — 2007
BA / BSBA, Economics, Management
The Prout School 1999 — 2003
HS Diploma
Adam Stojanowski Adam Stojanowski's Pioneer Financial Group Experience June 2005 - February 2006
Job Managing Regional Director at Natixis Global Associates
Industry Financial Services
Experience
Natixis Global Asset Management June 2014 - Present
Natixis Global Associates November 2008 - Present
Wachovia, A Wells Fargo Company 2006 - 2008
Pioneer Financial Group June 2005 - February 2006
Skills
Fixed Income, Investments, Mutual Funds, Sales Presentations, Equities, Finance, Financial Advisory, CRM, Management, Series 7, Series 63, Alternative Investments, Asset Allocation, ETFs, Wealth Management, Investment Strategies, Series 6, Asset Management, Securities
Education
University of Massachusetts, Amherst 2000 — 2005
Bachelor of Arts (B.A.), Economics
Natixis Global Asset Management June 2014 - Present
Natixis Global Associates November 2008 - Present
Wachovia, A Wells Fargo Company 2006 - 2008
Pioneer Financial Group June 2005 - February 2006
Skills
Fixed Income, Investments, Mutual Funds, Sales Presentations, Equities, Finance, Financial Advisory, CRM, Management, Series 7, Series 63, Alternative Investments, Asset Allocation, ETFs, Wealth Management, Investment Strategies, Series 6, Asset Management, Securities
Education
University of Massachusetts, Amherst 2000 — 2005
Bachelor of Arts (B.A.), Economics
Art Colello's Pioneer Financial Group Experience November 1999 - Present
Job President at Pioneer Financial Group
Industry Financial Services
Experience
Pioneer Financial Group November 1999 - Present
Education
Fitchburg State College 1982 — 1986
Pioneer Financial Group November 1999 - Present
Education
Fitchburg State College 1982 — 1986
Craig Dolphin Craig Dolphin's Pioneer Financial Group Experience November 2008 - July 2011
Job Outdoor Discovery School Instructor and Staff Associate at L.L. Bean
Industry Higher Education
Experience
L.L. Bean October 2012 - Present
Dolphin Contract Services January 1997 - Present
University of Rhode Island, College of Business Administration September 2010 - January 2013
University of Rhode Island September 2011 - May 2012
Pioneer Financial Group November 2008 - July 2011
Sakonnet Vineyards May 2004 - May 2008
Cap Gemini February 2000 - September 2004
The State University of New York at Stony Brook June 1993 - August 1997
The American University August 1986 - August 1992
Skills
Career Counseling, Public Speaking, Teaching, Writing, Corporate Relations, Resume Writing, Interviewing, Leadership Development, Mentoring, Career Development, Higher Education, Public Relations, Change Management, Human Resources, Interviews, Team Building, Community Outreach, Management, Policy, Corporations, Leadership, Training, Sales, Marketing, Curriculum Development, Nonprofits, Recruiting, Program Management, Start-ups, Research, Marketing Strategy, Grant Writing
Education
Stony Brook University 1995 — 1997
MPS, Public Affairs
University of Rhode Island 1982 — 1985
BA, Sociology/Philosophy
L.L. Bean October 2012 - Present
Dolphin Contract Services January 1997 - Present
University of Rhode Island, College of Business Administration September 2010 - January 2013
University of Rhode Island September 2011 - May 2012
Pioneer Financial Group November 2008 - July 2011
Sakonnet Vineyards May 2004 - May 2008
Cap Gemini February 2000 - September 2004
The State University of New York at Stony Brook June 1993 - August 1997
The American University August 1986 - August 1992
Skills
Career Counseling, Public Speaking, Teaching, Writing, Corporate Relations, Resume Writing, Interviewing, Leadership Development, Mentoring, Career Development, Higher Education, Public Relations, Change Management, Human Resources, Interviews, Team Building, Community Outreach, Management, Policy, Corporations, Leadership, Training, Sales, Marketing, Curriculum Development, Nonprofits, Recruiting, Program Management, Start-ups, Research, Marketing Strategy, Grant Writing
Education
Stony Brook University 1995 — 1997
MPS, Public Affairs
University of Rhode Island 1982 — 1985
BA, Sociology/Philosophy
Benjamin Aubee Benjamin Aubee's Pioneer Financial Group Experience May 2009 - August 2009
Job Senior Epic Consultant at Nordic Consulting Partners, Inc
Industry Hospital & Health Care
Experience
Nordic Consulting Partners, Inc September 2012 - Present
Phoenix House April 2012 - August 2012
Epic Systems May 2010 - September 2011
APC February 2010 - April 2010
Pioneer Financial Group May 2009 - August 2009
Pace Global Energy Services January 2009 - January 2009
Pace Global Energy Services June 2008 - August 2008
Skills
Healthcare, EMR, Research, Excel, PowerPoint, Customer Relations, Word, Microsoft Office, French, Healthcare IT, Healthcare Information..., Customer Service, Project Management, Analysis, Ambulatory, Epic Systems, GoLive, Healthcare Industry, CPOE, EHR, Informatics, Software Implementation, Microsoft Excel, Microsoft Word
Education
University of Rhode Island 2005 — 2009
B.S; B.S, Finance; International Business
Euromed Ecole de Management - Luminy
Nordic Consulting Partners, Inc September 2012 - Present
Phoenix House April 2012 - August 2012
Epic Systems May 2010 - September 2011
APC February 2010 - April 2010
Pioneer Financial Group May 2009 - August 2009
Pace Global Energy Services January 2009 - January 2009
Pace Global Energy Services June 2008 - August 2008
Skills
Healthcare, EMR, Research, Excel, PowerPoint, Customer Relations, Word, Microsoft Office, French, Healthcare IT, Healthcare Information..., Customer Service, Project Management, Analysis, Ambulatory, Epic Systems, GoLive, Healthcare Industry, CPOE, EHR, Informatics, Software Implementation, Microsoft Excel, Microsoft Word
Education
University of Rhode Island 2005 — 2009
B.S; B.S, Finance; International Business
Euromed Ecole de Management - Luminy
Chad Morrone's Pioneer Financial Group Experience March 2009 - February 2010
Job Managing Attorney at Marinosci Law Group, P.C.
Industry Legal Services
Experience
Marinosci Law Group, P.C. February 2010 - Present
Pioneer Financial Group March 2009 - February 2010
Law Offices of Chad A. Morrone July 2000 - May 2008
Education
New England Law Boston 1997 — 2000
Bentley University 1989 — 1993
Bachelor of Science (B.S.), Marketing
Marinosci Law Group, P.C. February 2010 - Present
Pioneer Financial Group March 2009 - February 2010
Law Offices of Chad A. Morrone July 2000 - May 2008
Education
New England Law Boston 1997 — 2000
Bentley University 1989 — 1993
Bachelor of Science (B.S.), Marketing
Morteza Darzi's Pioneer Financial Group Experience October 2011 - Present
Job Agency Owner at Pioneer financial Group
Industry Insurance
Experience
Pioneer financial Group October 2011 - Present
Independent Insurance agency 2007 - 2011
Texas eateries inc October 1992 - December 2008
Concepts Inc 1984 - 1992
Skills
Public Relations, Business Analysis, Hospitality, Business Development..., Public Speaking, Restaurant Management, Inventory Management, Staff Development, Microsoft Word, PowerPoint, Restaurants, Social Media, Event Planning, Microsoft Office, Microsoft Excel, Customer Service, Management, Sales, Fixed Annuities, Marketing, Disability Insurance, New Business Development, Selling, Business Planning, Retirement Planning, Term Life Insurance, Life Insurance
Education
Rose State College 1979 — 1980
Business Administration, Management and Operations
University of Oklahoma
Architecture
Pioneer financial Group October 2011 - Present
Independent Insurance agency 2007 - 2011
Texas eateries inc October 1992 - December 2008
Concepts Inc 1984 - 1992
Skills
Public Relations, Business Analysis, Hospitality, Business Development..., Public Speaking, Restaurant Management, Inventory Management, Staff Development, Microsoft Word, PowerPoint, Restaurants, Social Media, Event Planning, Microsoft Office, Microsoft Excel, Customer Service, Management, Sales, Fixed Annuities, Marketing, Disability Insurance, New Business Development, Selling, Business Planning, Retirement Planning, Term Life Insurance, Life Insurance
Education
Rose State College 1979 — 1980
Business Administration, Management and Operations
University of Oklahoma
Architecture
Chet Johnson's Pioneer Financial Group Experience September 2010 - October 2012
Job Area Sales Manager at Custom Insulation and Supply
Industry Insurance
Experience
Custom Insulation and Supply October 2012 - Present
Pioneer Financial Group September 2010 - October 2012
IQ Financial February 2010 - October 2010
Suzlon Rotor Corp. May 2006 - December 2009
Skills
Training, Customer Service, Sales Management, Cost Control, Energy Efficiency, Process Efficiency, Business Efficiency, Production Efficiency, Operational Efficiency, Team Building, Business Strategy, Business Development, Business Process..., Microsoft Word, Insurance, Life Insurance, Fixed Annuities, Process Improvement, Six Sigma, Operations Management, Continuous Improvement, Manufacturing, Microsoft Office, Microsoft Excel, ISO, Supply Chain Management, Root Cause Analysis, Management, New Business Development, Inventory Management, Program Management, Strategic Planning
Education
ISTA 2010 — 2010
Insurance
Minot State University
Custom Insulation and Supply October 2012 - Present
Pioneer Financial Group September 2010 - October 2012
IQ Financial February 2010 - October 2010
Suzlon Rotor Corp. May 2006 - December 2009
Skills
Training, Customer Service, Sales Management, Cost Control, Energy Efficiency, Process Efficiency, Business Efficiency, Production Efficiency, Operational Efficiency, Team Building, Business Strategy, Business Development, Business Process..., Microsoft Word, Insurance, Life Insurance, Fixed Annuities, Process Improvement, Six Sigma, Operations Management, Continuous Improvement, Manufacturing, Microsoft Office, Microsoft Excel, ISO, Supply Chain Management, Root Cause Analysis, Management, New Business Development, Inventory Management, Program Management, Strategic Planning
Education
ISTA 2010 — 2010
Insurance
Minot State University
Brian Maksymowicz's Pioneer Financial Group Experience August 2004 - February 2005
Job Director of Annuity Marketing at MetLife
Industry Insurance
Experience
MetLife April 2015 - Present
MetLife January 2014 - April 2015
MetLife January 2013 - December 2013
MetLife April 2011 - December 2012
MetLife May 2008 - June 2011
MetLife January 2006 - May 2008
Pioneer Financial Group August 2004 - February 2005
Skills
Marketing Strategy, Marketing Communications, Positioning, Disability Insurance, Life Insurance, Series 6, Series 63, Cross Channel Marketing, Digital Marketing, Project Management, Management, Risk Management, Advertising, Insurance, Financial Services, Sales, Marketing, Business Development, Budgets, Product Marketing
Education
University of Rhode Island - College of Business Administration 2000 — 2004
Bachelors of Science, Marketing
MetLife April 2015 - Present
MetLife January 2014 - April 2015
MetLife January 2013 - December 2013
MetLife April 2011 - December 2012
MetLife May 2008 - June 2011
MetLife January 2006 - May 2008
Pioneer Financial Group August 2004 - February 2005
Skills
Marketing Strategy, Marketing Communications, Positioning, Disability Insurance, Life Insurance, Series 6, Series 63, Cross Channel Marketing, Digital Marketing, Project Management, Management, Risk Management, Advertising, Insurance, Financial Services, Sales, Marketing, Business Development, Budgets, Product Marketing
Education
University of Rhode Island - College of Business Administration 2000 — 2004
Bachelors of Science, Marketing
Dana Blair's Pioneer Financial Group Experience January 2009 - May 2009
Job Trading Assistant Global Fixed Income at Citadel Investment Group
Industry Investment Management
Experience
Citadel LLC December 2014 - Present
JPMorgan Chase February 2013 - November 2014
JPMorgan Chase & Co., July 2010 - January 2013
Ram Fund January 2009 - June 2010
BSAS New England Investment Research Challenge September 2009 - February 2010
The Washington Trust Company September 2009 - December 2009
PACAP: Pacific-Basin Capital Markets Research Center February 2009 - September 2009
The Washington Trust Company June 2009 - August 2009
Pioneer Financial Group January 2009 - May 2009
Skills
Investments, Finance, Portfolio Management, Capital Markets, Financial Analysis, Loans, Microsoft Excel, Financial Modeling, Bloomberg, Mutual Funds, Valuation, Microsoft Office, Microsoft Word, Accounting, Corporate Finance, Economics, Analysis, Auditing, PowerPoint, Financial Accounting
Education
University of Rhode Island - College of Business Administration 2006 — 2010
Bachelor of Science (BS), Finance, minor in Economics
Citadel LLC December 2014 - Present
JPMorgan Chase February 2013 - November 2014
JPMorgan Chase & Co., July 2010 - January 2013
Ram Fund January 2009 - June 2010
BSAS New England Investment Research Challenge September 2009 - February 2010
The Washington Trust Company September 2009 - December 2009
PACAP: Pacific-Basin Capital Markets Research Center February 2009 - September 2009
The Washington Trust Company June 2009 - August 2009
Pioneer Financial Group January 2009 - May 2009
Skills
Investments, Finance, Portfolio Management, Capital Markets, Financial Analysis, Loans, Microsoft Excel, Financial Modeling, Bloomberg, Mutual Funds, Valuation, Microsoft Office, Microsoft Word, Accounting, Corporate Finance, Economics, Analysis, Auditing, PowerPoint, Financial Accounting
Education
University of Rhode Island - College of Business Administration 2006 — 2010
Bachelor of Science (BS), Finance, minor in Economics
Jacklyn Vongsouvanh's Pioneer Financial Group Experience August 2013 - Present
Job Independent Agent at Pioneer Financial Group
Industry Insurance
Experience
Pioneer Financial Group August 2013 - Present
New York Life Insurance Company May 2008 - June 2009
Sterling Life Insurance Company May 2007 - May 2008
Skills
Strategic Financial..., Small Business, Financial Services, Pensions, Retirement Planning, Retirement, Life Insurance, Insurance, Fixed Annuities
Education
Georgia Southwestern State University 2002 — 2006
Business Administration/Management, Accounting
Pioneer Financial Group August 2013 - Present
New York Life Insurance Company May 2008 - June 2009
Sterling Life Insurance Company May 2007 - May 2008
Skills
Strategic Financial..., Small Business, Financial Services, Pensions, Retirement Planning, Retirement, Life Insurance, Insurance, Fixed Annuities
Education
Georgia Southwestern State University 2002 — 2006
Business Administration/Management, Accounting
Jeff Fitzpatrick's Pioneer Financial Group Experience March 2011 - May 2013
Job Sales Manager / Trainer / Recruiter
Industry Financial Services
Experience
Spartan College of Aeronautics & Technology July 2013 - September 2014
Fitzpatrick Enterprises January 2005 - June 2013
Pioneer Financial Group March 2011 - May 2013
Humana Incorporated July 2010 - February 2011
Premier Mortgage October 2000 - August 2008
Riverside Chevrolet January 1990 - 2000
Skills
Management, Sales, Fixed Annuities, Finance, Project Management, Loans, Medicare, Banking, Financial Analysis, Sales Management
Education
Northeastern State University 1982 — 1987
Bachelors, Science
Spartan College of Aeronautics & Technology July 2013 - September 2014
Fitzpatrick Enterprises January 2005 - June 2013
Pioneer Financial Group March 2011 - May 2013
Humana Incorporated July 2010 - February 2011
Premier Mortgage October 2000 - August 2008
Riverside Chevrolet January 1990 - 2000
Skills
Management, Sales, Fixed Annuities, Finance, Project Management, Loans, Medicare, Banking, Financial Analysis, Sales Management
Education
Northeastern State University 1982 — 1987
Bachelors, Science
Richard Janosik's Pioneer Financial Group Experience May 1998 - March 1999
Job Industrial sales professional
Industry Automotive
Experience
Nicholas Financial Inc. August 2011 - Present
Southern Automotive Equipment October 2010 - August 2011
Hunter Engineering Company October 2005 - July 2010
J.D April 1999 - May 2005
Pioneer Financial Group May 1998 - March 1999
Enterprise Rent-A-Car May 1993 - April 1998
UPS 1988 - 1993
Skills
Automotive, Vehicles, B2B, Purchasing, Automotive Aftermarket, Customer Satisfaction, Sales Process, Marketing, New Business Development, Direct Sales, Team Building, Customer Service, Outside Sales, Tires, Car Rental, Dealers, Retail
Education
Baldwin-Wallace College 1991 — 1993
Bachelor of Arts, emphasis on Business Management and Marketing
Parma High School
Nicholas Financial Inc. August 2011 - Present
Southern Automotive Equipment October 2010 - August 2011
Hunter Engineering Company October 2005 - July 2010
J.D April 1999 - May 2005
Pioneer Financial Group May 1998 - March 1999
Enterprise Rent-A-Car May 1993 - April 1998
UPS 1988 - 1993
Skills
Automotive, Vehicles, B2B, Purchasing, Automotive Aftermarket, Customer Satisfaction, Sales Process, Marketing, New Business Development, Direct Sales, Team Building, Customer Service, Outside Sales, Tires, Car Rental, Dealers, Retail
Education
Baldwin-Wallace College 1991 — 1993
Bachelor of Arts, emphasis on Business Management and Marketing
Parma High School
Ginger Ford's Pioneer Financial Group Experience June 2007 - Present
Job Owner at MODE Boutique
Industry Financial Services
Experience
MODE Boutique March 2013 - Present
Pioneer Financial Group June 2007 - Present
Education
Marymount University
Bachelor of Arts (BA), Fashion Merchandising
MODE Boutique March 2013 - Present
Pioneer Financial Group June 2007 - Present
Education
Marymount University
Bachelor of Arts (BA), Fashion Merchandising
Frank Washington's Pioneer Financial Group Experience January 2014 - Present
Job Professional Training & Coaching Professional
Industry Professional Training & Coaching
Experience
Pioneer Financial Group January 2014 - Present
Galt Foundation January 2009 - Present
Peters Agency Home Health Care January 2008 - Present
Pioneer Financial Group January 2014 - February 2014
WFF Facility Services March 2011 - June 2012
Galt Foundation June 2009 - December 2009
Peters Agency Home Health Care February 2008 - August 2008
Department of Human Services July 2006 - October 2007
Department of Human Services January 2006 - January 2007
Tulsa Job Corps March 2005 - July 2006
Skills
Coaching, Leadership Development, Team Building, Training, Change Management, Personal Development, Executive Coaching, Strategic Planning, Organizational..., Customer Service, Teaching, Leadership, Management, Microsoft Office, Project Management, Management Consulting, Business Strategy, Social Media, Team Leadership
Education
The California State University 1983 — 1985
Bachelor of Arts, Humanities
University of Domingqez Hills CA 1983 — 1985
Bachelor's degree, Liberal Arts and Sciences, General Studies and Humanities, 3.0
Pioneer Financial Group January 2014 - Present
Galt Foundation January 2009 - Present
Peters Agency Home Health Care January 2008 - Present
Pioneer Financial Group January 2014 - February 2014
WFF Facility Services March 2011 - June 2012
Galt Foundation June 2009 - December 2009
Peters Agency Home Health Care February 2008 - August 2008
Department of Human Services July 2006 - October 2007
Department of Human Services January 2006 - January 2007
Tulsa Job Corps March 2005 - July 2006
Skills
Coaching, Leadership Development, Team Building, Training, Change Management, Personal Development, Executive Coaching, Strategic Planning, Organizational..., Customer Service, Teaching, Leadership, Management, Microsoft Office, Project Management, Management Consulting, Business Strategy, Social Media, Team Leadership
Education
The California State University 1983 — 1985
Bachelor of Arts, Humanities
University of Domingqez Hills CA 1983 — 1985
Bachelor's degree, Liberal Arts and Sciences, General Studies and Humanities, 3.0
Sean Jasie's Pioneer Financial Group Experience January 2000 - April 2013
Job VP, Commercial Real Estate, Business Banking at Webster Bank
Industry Banking
Experience
Webster Bank May 2014 - Present
ReadyCap Commercial, LLC April 2013 - April 2014
Pioneer Financial Group January 2000 - April 2013
Skills
Team Motivator, Deep Knowledge of..., Exceptional Client..., Key Relationship Builder, Dynamic leader, Top Sales Producer, Performance Driven, Loans, Portfolio Management, Finance, Commercial Real Estate, Leadership, Customer Service, Banking, Real Estate, Performance Management, Sales, Mortgage Lending, Underwriting, Residential Mortgages, Commercial Mortgages, Loan Origination, Due Diligence, Credit, Private Equity, Commercial Lending, Asset Management, Strategic Planning, Investments, Valuation, Investors, Risk Management, Financial Analysis, Real Estate Economics, Management, Investment Properties, Credit Analysis, Real Estate Financing, Commercial Banking, Financial Structuring, Mortgage Banking, Lines Of Credit, Formal Credit Training, Funding, Training, Construction Loans, Structured Finance, Refinance, Small Business Lending, Brokerage
Education
Boston University
Real Estate Finance Certificate, Real Estate Finance
Boston University Graduate School of Management
Master of Business Administration (MBA), Finance, General
St. Anselm College
BA, Computer Science / Business
Webster Bank May 2014 - Present
ReadyCap Commercial, LLC April 2013 - April 2014
Pioneer Financial Group January 2000 - April 2013
Skills
Team Motivator, Deep Knowledge of..., Exceptional Client..., Key Relationship Builder, Dynamic leader, Top Sales Producer, Performance Driven, Loans, Portfolio Management, Finance, Commercial Real Estate, Leadership, Customer Service, Banking, Real Estate, Performance Management, Sales, Mortgage Lending, Underwriting, Residential Mortgages, Commercial Mortgages, Loan Origination, Due Diligence, Credit, Private Equity, Commercial Lending, Asset Management, Strategic Planning, Investments, Valuation, Investors, Risk Management, Financial Analysis, Real Estate Economics, Management, Investment Properties, Credit Analysis, Real Estate Financing, Commercial Banking, Financial Structuring, Mortgage Banking, Lines Of Credit, Formal Credit Training, Funding, Training, Construction Loans, Structured Finance, Refinance, Small Business Lending, Brokerage
Education
Boston University
Real Estate Finance Certificate, Real Estate Finance
Boston University Graduate School of Management
Master of Business Administration (MBA), Finance, General
St. Anselm College
BA, Computer Science / Business
Matt Tusing's Pioneer Financial Group Experience September 2011 - Present
Job Sales Manager
Industry Insurance
Experience
Tusing Financial LLC September 2012 - Present
Pioneer Financial Group September 2011 - Present
World Series of Poker June 2006 - August 2008
Education
Arkansas State University
University of Arkansas at Fayetteville
Tusing Financial LLC September 2012 - Present
Pioneer Financial Group September 2011 - Present
World Series of Poker June 2006 - August 2008
Education
Arkansas State University
University of Arkansas at Fayetteville