ProEquities Company
Industry: Company
DescriptionFounded: 1984 Parent organization: Protective Life Subsidiaries: Protective Securities, ProEquities, Inc., Asset Management Arm
ProEquities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at ProEquities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
ProEquities Salaries. You can even request information on how much does ProEquities pay if you want to. Learn about salaries, pros and cons of working for ProEquities directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
31 ProEquities employees in database. Find out everything there's to know about ProEquities 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.
ProEquities Employees
Employee
Years
Job
Industry
Stephen DiGiovine, CIMA®, CAIA® Stephen DiGiovine, CIMA®, CAIA®'s ProEquities Experience June 2001 - November 2002
Job Vice President Business Development Executive at Northern Trust FlexShares ETFs
Industry Financial Services
Experience
Northern Trust - FlexShares ETFs August 2014 - Present
Guggenheim Investments June 2008 - July 2014
America 2030 Equity January 2008 - June 2008
Fremont Investment & Loan June 2004 - May 2007
Heartland Home Finance November 2002 - June 2004
ProEquities June 2001 - November 2002
Skills
Asset Allocation, Risk Management, Alternative Investments, Fixed Income, Hedge Funds, ETFs, Mutual Funds, Investment Strategies, Portfolio Management, Investments, Series 7, Commodities, Managed Futures, Asset Management, Financial Markets, Series 63, Commodity, Equities, Options, Investment Advisory, Trading, Financial Advisory, Finance, Morningstar, Separately Managed..., Financial Services, Securities, Wealth Management, Investment Management, Uniform Combined State..., Series 65, Bonds, FINRA, Retirement Planning, Relationship Management
Education
University of Pennsylvania – The Wharton School 2010 — 2010
•CIMA® - Certified Investment Management Analyst
Freedom Personal Development 2009 — 2009
Memory Training
Sequoia Systems 2008 — 2008
Financial Services Distribution Training
ASA - Sandler Sales Institute 2007 — 2008
Advanced Sales Training and Business Development
Illinois State University 1997 — 2001
Bachelor of Science, Finance/Economics
Plainfield High School 1993 — 1997
Northern Trust - FlexShares ETFs August 2014 - Present
Guggenheim Investments June 2008 - July 2014
America 2030 Equity January 2008 - June 2008
Fremont Investment & Loan June 2004 - May 2007
Heartland Home Finance November 2002 - June 2004
ProEquities June 2001 - November 2002
Skills
Asset Allocation, Risk Management, Alternative Investments, Fixed Income, Hedge Funds, ETFs, Mutual Funds, Investment Strategies, Portfolio Management, Investments, Series 7, Commodities, Managed Futures, Asset Management, Financial Markets, Series 63, Commodity, Equities, Options, Investment Advisory, Trading, Financial Advisory, Finance, Morningstar, Separately Managed..., Financial Services, Securities, Wealth Management, Investment Management, Uniform Combined State..., Series 65, Bonds, FINRA, Retirement Planning, Relationship Management
Education
University of Pennsylvania – The Wharton School 2010 — 2010
•CIMA® - Certified Investment Management Analyst
Freedom Personal Development 2009 — 2009
Memory Training
Sequoia Systems 2008 — 2008
Financial Services Distribution Training
ASA - Sandler Sales Institute 2007 — 2008
Advanced Sales Training and Business Development
Illinois State University 1997 — 2001
Bachelor of Science, Finance/Economics
Plainfield High School 1993 — 1997
Albert Liberi Albert Liberi's ProEquities Experience 1982 - Present
Job Investment Advisor/ Registered Representative
Industry Financial Services
Experience
ProEquities 1982 - Present
Skills
Retirement Planning...
Education
University of Pennsylvania
Bachelor of Arts (B.A.)
ProEquities 1982 - Present
Skills
Retirement Planning...
Education
University of Pennsylvania
Bachelor of Arts (B.A.)
Garrett Janusz Garrett Janusz's ProEquities Experience December 2004 - August 2005
Job Golf & Life Skills Coach at The First Tee of Greater Seattle
Industry Nonprofit Organization Management
Experience
The First Tee of Greater Seattle January 2015 - Present
Northern Trust January 2007 - May 2014
Northern Trust March 2006 - December 2006
Mesirow Financial August 2005 - March 2006
ProEquities December 2004 - August 2005
Kroll Construction October 2001 - December 2004
City of Chicago Department of Sewers May 2001 - September 2001
Skills
Bloomberg, Charles River IMS, SQL, Fixed Income, Asset Managment, Portfolio Management, Equities, Investments, Securities, Derivatives, Mutual Funds, Hedge Funds, Asset Allocation, Trading, FX Options, Trading Systems, Middle Office, Financial Services, Electronic Trading, Settlement, Investment Banking, Asset Management
Education
DePaul University 1999 — 2004
Bachelor of Science (B.S.), Finance, General
The First Tee of Greater Seattle January 2015 - Present
Northern Trust January 2007 - May 2014
Northern Trust March 2006 - December 2006
Mesirow Financial August 2005 - March 2006
ProEquities December 2004 - August 2005
Kroll Construction October 2001 - December 2004
City of Chicago Department of Sewers May 2001 - September 2001
Skills
Bloomberg, Charles River IMS, SQL, Fixed Income, Asset Managment, Portfolio Management, Equities, Investments, Securities, Derivatives, Mutual Funds, Hedge Funds, Asset Allocation, Trading, FX Options, Trading Systems, Middle Office, Financial Services, Electronic Trading, Settlement, Investment Banking, Asset Management
Education
DePaul University 1999 — 2004
Bachelor of Science (B.S.), Finance, General
T. Phillip Boggess, J.D. T. Phillip Boggess, J.D.'s ProEquities Experience January 2013 - Present
Job Financial Advisor at ProEquities and Attorney at Law Office of T. Phillip Boggess
Industry Financial Services
Experience
ProEquities January 2013 - Present
Law Office of T. Phillip Boggess November 1996 - Present
TPB Financial Solutions November 2007 - Present
FUTURITY FIRST Insurance Group January 2013 - Present
New England Financial July 2008 - December 2012
Square 1 Elite Sports Management February 1999 - March 2002
Office of T. Phillip Boggess February 1999 - March 2002
Thomson Reuters (formerly West Legal Publishing) April 1997 - November 2001
James Bouril and Associates December 1996 - April 1997
Law Resources September 1996 - April 1997
Education
Drake University 1993 — 1996
Juris Doctor, Law
Washington University in St. Louis 1989 — 1993
Master of Arts (MA), Economics
Washington University in St. Louis 1989 — 1993
Bachelor of Arts (BA), Economics and Business
Oak Park and River Forest High School (OPRF) 1985 — 1989
ProEquities January 2013 - Present
Law Office of T. Phillip Boggess November 1996 - Present
TPB Financial Solutions November 2007 - Present
FUTURITY FIRST Insurance Group January 2013 - Present
New England Financial July 2008 - December 2012
Square 1 Elite Sports Management February 1999 - March 2002
Office of T. Phillip Boggess February 1999 - March 2002
Thomson Reuters (formerly West Legal Publishing) April 1997 - November 2001
James Bouril and Associates December 1996 - April 1997
Law Resources September 1996 - April 1997
Education
Drake University 1993 — 1996
Juris Doctor, Law
Washington University in St. Louis 1989 — 1993
Master of Arts (MA), Economics
Washington University in St. Louis 1989 — 1993
Bachelor of Arts (BA), Economics and Business
Oak Park and River Forest High School (OPRF) 1985 — 1989
Jason Feinman Jason Feinman's ProEquities Experience January 2001 - April 2006
Job Regional VP Eagle Asset Management
Industry Investment Management
Experience
Eagle Asset Management April 2015 - Present
River Oak Etf Solutions November 2013 - May 2015
PIMCO January 2010 - February 2012
Allianz / Pimco October 2007 - December 2010
Ameriprise Financial Services, Inc. 2006 - 2007
ProEquities January 2001 - April 2006
Skills
Series 6, Series 7, Series 63, Series 65, License Life and Health, ETFs, Separately Managed..., Investments, Asset Allocation
Education
University of Michigan
University of Michigan
Eagle Asset Management April 2015 - Present
River Oak Etf Solutions November 2013 - May 2015
PIMCO January 2010 - February 2012
Allianz / Pimco October 2007 - December 2010
Ameriprise Financial Services, Inc. 2006 - 2007
ProEquities January 2001 - April 2006
Skills
Series 6, Series 7, Series 63, Series 65, License Life and Health, ETFs, Separately Managed..., Investments, Asset Allocation
Education
University of Michigan
University of Michigan
Brent Crabb Brent Crabb's ProEquities Experience March 2013 - Present
Job Equity Trader at ProEquities
Industry Financial Services
Experience
ProEquities March 2013 - Present
ProEquities October 2012 - March 2013
Morgan Keegan June 2011 - August 2012
Skills
Series 7, Series 66, Alabama Life and Health...
Education
University of Alabama at Birmingham 2013 — 2014
Masters of Business Administration (M.B.A.), Finance, General
University of Alabama 2007 — 2011
Bachelors of Science (BS), Finance and Management
The Montgomery Academy 2003 — 2007
High School
ProEquities March 2013 - Present
ProEquities October 2012 - March 2013
Morgan Keegan June 2011 - August 2012
Skills
Series 7, Series 66, Alabama Life and Health...
Education
University of Alabama at Birmingham 2013 — 2014
Masters of Business Administration (M.B.A.), Finance, General
University of Alabama 2007 — 2011
Bachelors of Science (BS), Finance and Management
The Montgomery Academy 2003 — 2007
High School
Matt Louis Matt Louis's ProEquities Experience June 2010 - December 2013
Job Technical Sales, Marketing & Business Development Professional
Industry Renewables & Environment
Experience
Sungrow Power Supply Co., Ltd June 2015 - Present
SMA America January 2014 - April 2015
ProEquities June 2010 - December 2013
Bankers Life and Casualty Company June 2010 - December 2013
Los Angeles Youth Network 2007 - 2010
Merrill Lynch January 2007 - June 2008
Phasebridge Inc. 2002 - 2005
JDS Uniphase 1998 - 2001
Ortel Corporation 1997 - 1998
Ortel Corporation 1993 - 1997
Skills
Building Relationships, Hands-on Training, Instructor-led Training, New Business Development, Asset Managment, Risk Assessment, Risk Management, Organizational..., Mentoring, Problem Solving, Needs Analysis, Client Presentation, Start-ups, Strategic Partnerships, Product Management, Business Development, Strategic Planning, Team Building, Sales Management, Insurance, Retirement, Marketing, Investments, Asset Management, Account Management, Aerospace, Sales, Contract Negotiation, Finance
Education
California State University-Long Beach 1986 — 1990
BS, Electrical Engineering
Sungrow Power Supply Co., Ltd June 2015 - Present
SMA America January 2014 - April 2015
ProEquities June 2010 - December 2013
Bankers Life and Casualty Company June 2010 - December 2013
Los Angeles Youth Network 2007 - 2010
Merrill Lynch January 2007 - June 2008
Phasebridge Inc. 2002 - 2005
JDS Uniphase 1998 - 2001
Ortel Corporation 1997 - 1998
Ortel Corporation 1993 - 1997
Skills
Building Relationships, Hands-on Training, Instructor-led Training, New Business Development, Asset Managment, Risk Assessment, Risk Management, Organizational..., Mentoring, Problem Solving, Needs Analysis, Client Presentation, Start-ups, Strategic Partnerships, Product Management, Business Development, Strategic Planning, Team Building, Sales Management, Insurance, Retirement, Marketing, Investments, Asset Management, Account Management, Aerospace, Sales, Contract Negotiation, Finance
Education
California State University-Long Beach 1986 — 1990
BS, Electrical Engineering
Clifford McGhee, Jr. Clifford McGhee, Jr.'s ProEquities Experience January 2011 - October 2013
Job Personal Financial Representative
Industry Financial Services
Experience
ProEquities January 2011 - October 2013
Bankers Life and Casualty March 2006 - October 2013
Bankers Life and Casualty October 2009 - January 2011
US Army May 1976 - October 2004
Skills
Fixed Annuities, Leadership, Strategic Planning, Series 6, Life & Health Insurance..., IRA's, Experienced Trainer, Computer Proficiency, Project Planning, Investment Companies, 401k Rollovers, IRA Rollovers, Term Life Insurance, Medicare Supplements, Medicare Part D, Intelligence Analysis, Team Leadership, Leadership Development, Long Term Care Insurance, Communication Skills, series 63, Variable Annuities, Microsoft Office, Sales Management, Morningstar, IRAs, Medicare, Military, Whole Life, Insurance, Long-term Care, Military Operations, Series 63, Intelligence, Security, Team Building, Management, Customer Service, Operational Planning, Sales, Command, Army
Education
Capella University 2014 — 2016
Doctoral Business Administration, Strategy and Innovation
Hawaii Pacific University 2010 — 2013
MBA, Business Administration and Management, General
Defense Intelligence College 1992 — 1993
Diploma Post Graduate Intelligence, Military Strategic Intelligence
University of Mary Hardin-Baylor 1988 — 1992
Bachelors, General Studies
ProEquities January 2011 - October 2013
Bankers Life and Casualty March 2006 - October 2013
Bankers Life and Casualty October 2009 - January 2011
US Army May 1976 - October 2004
Skills
Fixed Annuities, Leadership, Strategic Planning, Series 6, Life & Health Insurance..., IRA's, Experienced Trainer, Computer Proficiency, Project Planning, Investment Companies, 401k Rollovers, IRA Rollovers, Term Life Insurance, Medicare Supplements, Medicare Part D, Intelligence Analysis, Team Leadership, Leadership Development, Long Term Care Insurance, Communication Skills, series 63, Variable Annuities, Microsoft Office, Sales Management, Morningstar, IRAs, Medicare, Military, Whole Life, Insurance, Long-term Care, Military Operations, Series 63, Intelligence, Security, Team Building, Management, Customer Service, Operational Planning, Sales, Command, Army
Education
Capella University 2014 — 2016
Doctoral Business Administration, Strategy and Innovation
Hawaii Pacific University 2010 — 2013
MBA, Business Administration and Management, General
Defense Intelligence College 1992 — 1993
Diploma Post Graduate Intelligence, Military Strategic Intelligence
University of Mary Hardin-Baylor 1988 — 1992
Bachelors, General Studies
Wade A. Warren, CFP® Wade A. Warren, CFP®'s ProEquities Experience February 2008 - October 2013
Job CFP at Bridgeworth, LLC
Industry Financial Services
Experience
Bridgeworth, LLC May 2015 - Present
First Protective October 2013 - May 2015
ProEquities February 2008 - October 2013
BBVA Compass September 2005 - February 2008
Skills
Series 7, Series 63, Series 66, Series 24, Series 99, FINRA, Securities, Asset Allocation, Certified Financial..., Finance, Retirement, Financial Services, Mutual Funds
Education
Auburn University 1997 — 2002
Bachelor's degree, Finance, General
Bridgeworth, LLC May 2015 - Present
First Protective October 2013 - May 2015
ProEquities February 2008 - October 2013
BBVA Compass September 2005 - February 2008
Skills
Series 7, Series 63, Series 66, Series 24, Series 99, FINRA, Securities, Asset Allocation, Certified Financial..., Finance, Retirement, Financial Services, Mutual Funds
Education
Auburn University 1997 — 2002
Bachelor's degree, Finance, General
Landon Burton Landon Burton's ProEquities Experience March 2005 - May 2006
Job Controller at Alliance Metal Products, Inc.
Industry Mining & Metals
Experience
Alliance Metal Products, Inc. May 2013 - Present
Capital Strategies Group, Inc April 2007 - May 2013
Highland Capital Brokerage May 2006 - April 2007
ProEquities March 2005 - May 2006
ProEquities September 2004 - March 2005
Skills
Employee Benefits, Accounting, Accounts Payable, Payroll, Accounts Receivable, Human Resources, Budgets, Management, Financial Statements, Finance, Account Reconciliation, QuickBooks, Sales, Financial Analysis, Analysis
Education
Auburn University 2000 — 2004
Bachelor of Science, Finance
Auburn University, College of Business 2000 — 2004
Finance
Alliance Metal Products, Inc. May 2013 - Present
Capital Strategies Group, Inc April 2007 - May 2013
Highland Capital Brokerage May 2006 - April 2007
ProEquities March 2005 - May 2006
ProEquities September 2004 - March 2005
Skills
Employee Benefits, Accounting, Accounts Payable, Payroll, Accounts Receivable, Human Resources, Budgets, Management, Financial Statements, Finance, Account Reconciliation, QuickBooks, Sales, Financial Analysis, Analysis
Education
Auburn University 2000 — 2004
Bachelor of Science, Finance
Auburn University, College of Business 2000 — 2004
Finance
Michael Vega Michael Vega's ProEquities Experience October 2003 - October 2006
Job First Vice President, Area Sales Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2008 - Present
Wells Fargo Advisors October 2006 - March 2008
ProEquities October 2003 - October 2006
Protective Life October 2001 - October 2003
American Express Financial Advisors September 1999 - October 2001
Skills
Series 7, Mutual Funds, Investment Advisory, Wealth Management, Retirement Planning, Series 63, Retirement, Asset Allocation, Financial Advisory, Series 65, Securities
Education
University of Florida 1994 — 1997
University of Central Florida 1992 — 1993
Wells Fargo Advisors, LLC March 2008 - Present
Wells Fargo Advisors October 2006 - March 2008
ProEquities October 2003 - October 2006
Protective Life October 2001 - October 2003
American Express Financial Advisors September 1999 - October 2001
Skills
Series 7, Mutual Funds, Investment Advisory, Wealth Management, Retirement Planning, Series 63, Retirement, Asset Allocation, Financial Advisory, Series 65, Securities
Education
University of Florida 1994 — 1997
University of Central Florida 1992 — 1993
Kathy Klinger's ProEquities Experience September 2012 - July 2013
Job New Home Sales Consultant Granite Ridge Builders
Industry Real Estate
Experience
Century 21 Bradley Realty December 2013 - Present
Granite Ridge Builders, Inc. July 2013 - Present
Legal Shield, Inc. March 2012 - Present
ProEquities September 2012 - July 2013
ProEquities August 2012 - July 2013
MassMutual Financial Group February 2011 - July 2013
Self Employed Consultant - Sales & Internet Marketing February 2012 - June 2013
Edward Jones May 2010 - February 2011
Epcon Communities September 2008 - May 2010
Lancia Homes July 2008 - October 2008
Skills
sales, Sales Management, Sales Rep Training, Series 7, series 66, Life & Health Insurance..., Long Term Care Insurance, Real Estate Sales..., Social Media Marketing, Marketing, Annuity Sales, Communication, Computer Proficiency, Training, New Home Sales, Certified Green..., Leadership, Cold Calling, Recruiting, Hiring Employees, Sales, Uniform Combined State..., Customer Service, Management, Time Management, Coaching, Marketing Strategy, Budgets, Customer Retention, Public Speaking, Advertising, Contract Negotiation, Team Building, Social Media, Public Relations, Business Strategy, Insurance, Program Management, Small Business, Selling, Networking, Fundraising, Investments, Interviews, Finance, Facebook, Project Planning, Online Marketing, Customer Satisfaction, Entrepreneurship
Education
Indiana University—Purdue University Fort Wayne 1993 — 2000
Bachelor Degree
South Side High School
Century 21 Bradley Realty December 2013 - Present
Granite Ridge Builders, Inc. July 2013 - Present
Legal Shield, Inc. March 2012 - Present
ProEquities September 2012 - July 2013
ProEquities August 2012 - July 2013
MassMutual Financial Group February 2011 - July 2013
Self Employed Consultant - Sales & Internet Marketing February 2012 - June 2013
Edward Jones May 2010 - February 2011
Epcon Communities September 2008 - May 2010
Lancia Homes July 2008 - October 2008
Skills
sales, Sales Management, Sales Rep Training, Series 7, series 66, Life & Health Insurance..., Long Term Care Insurance, Real Estate Sales..., Social Media Marketing, Marketing, Annuity Sales, Communication, Computer Proficiency, Training, New Home Sales, Certified Green..., Leadership, Cold Calling, Recruiting, Hiring Employees, Sales, Uniform Combined State..., Customer Service, Management, Time Management, Coaching, Marketing Strategy, Budgets, Customer Retention, Public Speaking, Advertising, Contract Negotiation, Team Building, Social Media, Public Relations, Business Strategy, Insurance, Program Management, Small Business, Selling, Networking, Fundraising, Investments, Interviews, Finance, Facebook, Project Planning, Online Marketing, Customer Satisfaction, Entrepreneurship
Education
Indiana University—Purdue University Fort Wayne 1993 — 2000
Bachelor Degree
South Side High School
Christian Corts Christian Corts's ProEquities Experience November 2010 - April 2013
Job Executive Vice President & Chief Operating Officer, FNBB Capital Markets, LLC
Industry Financial Services
Experience
FNBB Capital Markets, LLC March 2015 - Present
Lincoln Financial Advisors October 2013 - March 2015
ProEquities November 2010 - April 2013
Morgan Stanley Smith Barney September 2009 - November 2010
Register Corts, LLC January 2003 - September 2009
Skills
Series 63, Series 7, Investment Advisory, Alternative Investments, Strategic Financial..., Investments, Fixed Annuities, Retirement Planning, Wealth Management, Uniform Combined State..., Asset Allocation, Mutual Funds, Retirement, 401k Rollovers, Estate Planning
Education
Samford University 1990 — 1994
Bachelor of Arts (B.A.), Public Administration & History
Samford University 1990 — 1994
Bachelor of Arts (B.A.), Public Administration & History
FNBB Capital Markets, LLC March 2015 - Present
Lincoln Financial Advisors October 2013 - March 2015
ProEquities November 2010 - April 2013
Morgan Stanley Smith Barney September 2009 - November 2010
Register Corts, LLC January 2003 - September 2009
Skills
Series 63, Series 7, Investment Advisory, Alternative Investments, Strategic Financial..., Investments, Fixed Annuities, Retirement Planning, Wealth Management, Uniform Combined State..., Asset Allocation, Mutual Funds, Retirement, 401k Rollovers, Estate Planning
Education
Samford University 1990 — 1994
Bachelor of Arts (B.A.), Public Administration & History
Samford University 1990 — 1994
Bachelor of Arts (B.A.), Public Administration & History
Matthew Tennant's ProEquities Experience 1997 - 1999
Job Visiting Professor at L'Université Chrétienne du Nord d’Haïti
Industry Religious Institutions
Experience
L'Université Chrétienne du Nord d’Haïti 2013 - Present
Kilmarnock Baptist Church 2009 - Present
Regent's Park College 2008 - 2014
Regent's Park College 2007 - 2008
Richmond Theological Consortium 2006 - 2007
Hickory Baptist Church 2004 - 2006
Matthew Tennant Adventures 2002 - 2004
optionsXpress 2000 - 2002
StockGift.com 1999 - 2000
ProEquities 1997 - 1999
Skills
Preaching, Research, Writing, Public Speaking, Teaching, Problem Solving, Microsoft Office, Supervisory Skills, Excel, Customer Relations, Conflict Resolution, Strategic Planning, Customer Service, Team Building, Mentoring, Analysis, Administration, Fundraising, Word, Budgeting, Non-profits, Social Media, PowerPoint, Community Outreach, Volunteer Management, Negotiation, Editing, Spanish, Planning, Start-ups, Microsoft Word, Budgets, Nonprofits, Microsoft Excel, Staff Development, Social Networking, Curriculum Development, System Administration, Public Relations, Training, Curriculum Design, Pastoral Care, Management, Leadership, Program Development, Organizational..., Religious Studies, Social Justice, Grant Writing, Theology
Education
University of Oxford 2007 — 2014
Doctor of Philosophy (Ph.D.), Theology
University of Oxford 2007 — 2008
MSt, Theology, Moder Doctrine
Baptist Theological Seminary at Richmond 2004 — 2007
MDiv, Theology
University of Alabama at Birmingham 1997 — 1999
MBA, Business
Carson-Newman University 1991 — 1994
BA, Sociology
L'Université Chrétienne du Nord d’Haïti 2013 - Present
Kilmarnock Baptist Church 2009 - Present
Regent's Park College 2008 - 2014
Regent's Park College 2007 - 2008
Richmond Theological Consortium 2006 - 2007
Hickory Baptist Church 2004 - 2006
Matthew Tennant Adventures 2002 - 2004
optionsXpress 2000 - 2002
StockGift.com 1999 - 2000
ProEquities 1997 - 1999
Skills
Preaching, Research, Writing, Public Speaking, Teaching, Problem Solving, Microsoft Office, Supervisory Skills, Excel, Customer Relations, Conflict Resolution, Strategic Planning, Customer Service, Team Building, Mentoring, Analysis, Administration, Fundraising, Word, Budgeting, Non-profits, Social Media, PowerPoint, Community Outreach, Volunteer Management, Negotiation, Editing, Spanish, Planning, Start-ups, Microsoft Word, Budgets, Nonprofits, Microsoft Excel, Staff Development, Social Networking, Curriculum Development, System Administration, Public Relations, Training, Curriculum Design, Pastoral Care, Management, Leadership, Program Development, Organizational..., Religious Studies, Social Justice, Grant Writing, Theology
Education
University of Oxford 2007 — 2014
Doctor of Philosophy (Ph.D.), Theology
University of Oxford 2007 — 2008
MSt, Theology, Moder Doctrine
Baptist Theological Seminary at Richmond 2004 — 2007
MDiv, Theology
University of Alabama at Birmingham 1997 — 1999
MBA, Business
Carson-Newman University 1991 — 1994
BA, Sociology
Eric Monaghan's ProEquities Experience August 2012 - April 2013
Job Investment Counselor at BB&T
Industry Financial Services
Experience
BB&T April 2013 - Present
ProEquities August 2012 - April 2013
FUTURITY FIRST Insurance Group August 2012 - April 2013
PNC Investments February 2008 - July 2012
Morgan Stanley January 2007 - January 2008
Skills
Personal Financial..., Life Insurance, Estate Planning, Asset Managment, Income Protection, Asset Management, Investments, Retirement Planning, Fixed Annuities, Financial Planners, Financial Services, Wealth, Term Life Insurance, Investment Advisory, Wealth Management
Education
University of Florida 2004 — 2006
BS, Finance
BB&T April 2013 - Present
ProEquities August 2012 - April 2013
FUTURITY FIRST Insurance Group August 2012 - April 2013
PNC Investments February 2008 - July 2012
Morgan Stanley January 2007 - January 2008
Skills
Personal Financial..., Life Insurance, Estate Planning, Asset Managment, Income Protection, Asset Management, Investments, Retirement Planning, Fixed Annuities, Financial Planners, Financial Services, Wealth, Term Life Insurance, Investment Advisory, Wealth Management
Education
University of Florida 2004 — 2006
BS, Finance
Kiersten (Keri) Fish Kiersten (Keri) Fish's ProEquities Experience October 2000 - May 2004
Job Branch Operations Manager at fiPlan Partners, LLC
Industry Investment Management
Experience
fi-Plan Partners, LLC March 2012 - Present
NBC Securities, Inc. a correspondent of RBC Correspondent Services November 2010 - March 2012
Northwestern Mutual November 2009 - October 2010
Register Corts, LLC May 2004 - November 2009
ProEquities October 2000 - May 2004
HealthSouth July 1995 - October 2000
Skills
Securities, Retirement Planning
Education
University of Alabama at Birmingham 1999 — 2006
Bachelor of Arts, Communication Studies
fi-Plan Partners, LLC March 2012 - Present
NBC Securities, Inc. a correspondent of RBC Correspondent Services November 2010 - March 2012
Northwestern Mutual November 2009 - October 2010
Register Corts, LLC May 2004 - November 2009
ProEquities October 2000 - May 2004
HealthSouth July 1995 - October 2000
Skills
Securities, Retirement Planning
Education
University of Alabama at Birmingham 1999 — 2006
Bachelor of Arts, Communication Studies
Kevin Geisler Kevin Geisler's ProEquities Experience May 2012 - May 2014
Job Investment Advisor Representative
Industry Financial Services
Experience
The Legend Group December 2014 - Present
ProEquities May 2012 - May 2014
Wells Fargo Advisors January 2010 - January 2012
The Hartford Life Insurance Co. October 2005 - December 2009
New York Life Insurance Company January 2005 - September 2005
Thrivent Financial for Lutherans October 2001 - January 2005
Skills
Retirement Planning, Wealth Management, Long Term Care Insurance, Wealth Accumulation..., Multi-generational..., Intergenerational...
Education
Eureka College 1993 — 1995
Bachelor of Arts (B.A.) Education - History
The Legend Group December 2014 - Present
ProEquities May 2012 - May 2014
Wells Fargo Advisors January 2010 - January 2012
The Hartford Life Insurance Co. October 2005 - December 2009
New York Life Insurance Company January 2005 - September 2005
Thrivent Financial for Lutherans October 2001 - January 2005
Skills
Retirement Planning, Wealth Management, Long Term Care Insurance, Wealth Accumulation..., Multi-generational..., Intergenerational...
Education
Eureka College 1993 — 1995
Bachelor of Arts (B.A.) Education - History
Holli J. Alexander Holli J. Alexander's ProEquities Experience December 2000 - April 2002
Job Senior Relationship Manager, Schwab Advisor Services
Industry Financial Services
Experience
Schwab Advisor Services June 2015 - Present
CCO Investment Services Corp - Citizens Financial Group November 2013 - Present
Huntington Investment Company August 2012 - November 2013
Fifth Third Bank October 2010 - August 2012
Fifth Third Securities April 2002 - October 2010
ProEquities December 2000 - April 2002
Skills
Banking, Business Analysis, Commercial Banking, Commercial Lending, Credit, Customer Service, Financial Analysis, Investments, Cash Management, Leadership, Loans, Management, Portfolio Management, Process Improvement, Securities, Series 24, Series 63, Series 7, Strategic Planning, Team Building, Treasury Management
Education
University of Alabama at Birmingham
B.S., Accounting
Schwab Advisor Services June 2015 - Present
CCO Investment Services Corp - Citizens Financial Group November 2013 - Present
Huntington Investment Company August 2012 - November 2013
Fifth Third Bank October 2010 - August 2012
Fifth Third Securities April 2002 - October 2010
ProEquities December 2000 - April 2002
Skills
Banking, Business Analysis, Commercial Banking, Commercial Lending, Credit, Customer Service, Financial Analysis, Investments, Cash Management, Leadership, Loans, Management, Portfolio Management, Process Improvement, Securities, Series 24, Series 63, Series 7, Strategic Planning, Team Building, Treasury Management
Education
University of Alabama at Birmingham
B.S., Accounting
Bob Nachman Bob Nachman's ProEquities Experience 2012 - July 2013
Job Insurance Agent at Bankers Life and Casualty
Industry Insurance
Experience
Bankers Life and Casualty October 2014 - Present
Allstate Financial Services, LLC September 2013 - October 2014
Bankers Life and Casualty June 2008 - September 2013
ProEquities 2012 - July 2013
NEI Keen August 1995 - January 2005
Keen Jewelry 1968 - 1995
Skills
Insurance, Health Insurance, Fixed Annuities, Term Life Insurance, Disability Insurance, Long Term Care, Medicare Supplements, Medicare Part D, Whole Life, Home Health Care, Diamonds, Diamond Jewelry, Long-term Care, Key Person Insurance, Universal Life, Medicare, Series 6, Equities, Mutual Funds, IRAs, Retirement, Variable Annuities, General Insurance, Retirement Planning, Employee Benefits, Underwriting, Home Care, Strategic Financial..., Financial Planners, Variable Life, Permanent Life Insurance, Critical Illness, Licensed Life & Health..., Life Insurance, Long Term Care Insurance, Financial Planning
Education
NYU 1964 — 1968
Bachelor's degree
Lafayette High School 1960 — 1964
Bankers Life and Casualty October 2014 - Present
Allstate Financial Services, LLC September 2013 - October 2014
Bankers Life and Casualty June 2008 - September 2013
ProEquities 2012 - July 2013
NEI Keen August 1995 - January 2005
Keen Jewelry 1968 - 1995
Skills
Insurance, Health Insurance, Fixed Annuities, Term Life Insurance, Disability Insurance, Long Term Care, Medicare Supplements, Medicare Part D, Whole Life, Home Health Care, Diamonds, Diamond Jewelry, Long-term Care, Key Person Insurance, Universal Life, Medicare, Series 6, Equities, Mutual Funds, IRAs, Retirement, Variable Annuities, General Insurance, Retirement Planning, Employee Benefits, Underwriting, Home Care, Strategic Financial..., Financial Planners, Variable Life, Permanent Life Insurance, Critical Illness, Licensed Life & Health..., Life Insurance, Long Term Care Insurance, Financial Planning
Education
NYU 1964 — 1968
Bachelor's degree
Lafayette High School 1960 — 1964
Sean Brasher's ProEquities Experience January 2000 - October 2000
Job Vice President of Technology at Intermark Group
Industry Computer Software
Experience
Intermark Group March 2013 - Present
Intermark Group April 2008 - March 2013
ITAC Solutions, LLC September 2006 - April 2008
HealthSouth February 2006 - September 2006
Intermark Group October 2000 - January 2006
ProEquities January 2000 - October 2000
Optimize, Inc. January 1999 - December 1999
Southern Computer Systems January 1997 - December 1998
Ryder Integrated Logistics April 1996 - January 1997
Skills
Digital Marketing, Leadership, Software Development, Software Project..., Web Development, Microsoft SQL Server, Agile Methodologies, XML, .NET, Problem Solving, JavaScript, ASP.NET, HTML, Process Improvement, Project Management, Team Leadership, E-commerce, Requirements Analysis, Databases, C#, Strategic Planning, Information Architecture, Scrum, Customer Relations, Quality Assurance, Web Services, Cross-functional Team..., Management, SDLC, Sales Presentations, Budgets, Web Applications, Business Analysis, Marketing Automation, Integrated Marketing, Marketing Strategy, Mobile Product..., User-centered Design, Account Management, Technical Staff..., Business Intelligence, SSIS, VB.NET, Customer Service
Education
University of Alabama 2011 — 2016
Bachelor's Degree, Business Administration, Management and Operations
University of Alabama 1992 — 1995
Electrical Engineering, Creative Writing
Intermark Group March 2013 - Present
Intermark Group April 2008 - March 2013
ITAC Solutions, LLC September 2006 - April 2008
HealthSouth February 2006 - September 2006
Intermark Group October 2000 - January 2006
ProEquities January 2000 - October 2000
Optimize, Inc. January 1999 - December 1999
Southern Computer Systems January 1997 - December 1998
Ryder Integrated Logistics April 1996 - January 1997
Skills
Digital Marketing, Leadership, Software Development, Software Project..., Web Development, Microsoft SQL Server, Agile Methodologies, XML, .NET, Problem Solving, JavaScript, ASP.NET, HTML, Process Improvement, Project Management, Team Leadership, E-commerce, Requirements Analysis, Databases, C#, Strategic Planning, Information Architecture, Scrum, Customer Relations, Quality Assurance, Web Services, Cross-functional Team..., Management, SDLC, Sales Presentations, Budgets, Web Applications, Business Analysis, Marketing Automation, Integrated Marketing, Marketing Strategy, Mobile Product..., User-centered Design, Account Management, Technical Staff..., Business Intelligence, SSIS, VB.NET, Customer Service
Education
University of Alabama 2011 — 2016
Bachelor's Degree, Business Administration, Management and Operations
University of Alabama 1992 — 1995
Electrical Engineering, Creative Writing
Johnathan Britton's ProEquities Experience April 2002 - December 2005
Job President Axis Financial LLC & Agency Principal / Agent at The Insurance Shop Inc
Industry Financial Services
Experience
Axis Financial LLC January 2006 - Present
The Insurance Shop Inc April 2003 - Present
ProEquities April 2002 - December 2005
Fifth Third Securities August 2002 - April 2003
ONB Investment Services March 2000 - July 2002
Old National Bank February 1999 - February 2000
Skills
Insurance, Property & Casualty..., Investments, Financial Analysis, Mutual Funds, Team Building, Casualty, Fixed Annuities, Finance, Management, Legal Liability, Commercial Insurance
Education
Indiana State University 1997 — 2001
BS, Finance
Axis Financial LLC January 2006 - Present
The Insurance Shop Inc April 2003 - Present
ProEquities April 2002 - December 2005
Fifth Third Securities August 2002 - April 2003
ONB Investment Services March 2000 - July 2002
Old National Bank February 1999 - February 2000
Skills
Insurance, Property & Casualty..., Investments, Financial Analysis, Mutual Funds, Team Building, Casualty, Fixed Annuities, Finance, Management, Legal Liability, Commercial Insurance
Education
Indiana State University 1997 — 2001
BS, Finance
Renard Blackmon's ProEquities Experience June 1997 - June 1998
Job Application Support Specialist
Industry Computer Software
Experience
Vulcan Materials Company January 2002 - Present
Xerox Business Services October 1999 - January 2002
ProEquities June 1997 - June 1998
Skills
Software Documentation, Process Improvement, Accounts Payable, Accounting, Customer Service, Troubleshooting, Microsoft Office, Microsoft Excel, PeopleSoft, Help Desk Support, Application Support, Oracle Security, TSRM, Dale Carnegie Effective..., Inventory Management, Outlook, Microsoft Word, JWS-APEX, Conflict Management, Forecasting, PowerBuilder, BP Logix, CyberSource
Education
University of Alabama at Birmingham 2014 — 2016
Master of Engineering (M.Eng.), Information Engineering and Management
Samford University 2005 — 2007
Bachelor's degree, Environmental Science
Alabama State University 1992 — 1993
None, Laboratory Technology
Vulcan Materials Company January 2002 - Present
Xerox Business Services October 1999 - January 2002
ProEquities June 1997 - June 1998
Skills
Software Documentation, Process Improvement, Accounts Payable, Accounting, Customer Service, Troubleshooting, Microsoft Office, Microsoft Excel, PeopleSoft, Help Desk Support, Application Support, Oracle Security, TSRM, Dale Carnegie Effective..., Inventory Management, Outlook, Microsoft Word, JWS-APEX, Conflict Management, Forecasting, PowerBuilder, BP Logix, CyberSource
Education
University of Alabama at Birmingham 2014 — 2016
Master of Engineering (M.Eng.), Information Engineering and Management
Samford University 2005 — 2007
Bachelor's degree, Environmental Science
Alabama State University 1992 — 1993
None, Laboratory Technology
Kristian Cowart's ProEquities Experience April 2007 - May 2010
Job Principal Software Engineer at CareFusion
Industry Hospital & Health Care
Experience
CareFusion May 2010 - Present
Carefusion May 2010 - April 2012
ProEquities April 2007 - May 2010
UAB Lung Health Center June 2006 - April 2007
Skills
Microsoft SQL Server, VB.NET, .NET, JavaScript, C#, Databases, HTML, T-SQL, Agile Methodologies
Education
ITT 2004 — 2006
A.A.S., Software Applications and Programming
University of Alabama at Birmingham 1996 — 2001
B.A., Music
CareFusion May 2010 - Present
Carefusion May 2010 - April 2012
ProEquities April 2007 - May 2010
UAB Lung Health Center June 2006 - April 2007
Skills
Microsoft SQL Server, VB.NET, .NET, JavaScript, C#, Databases, HTML, T-SQL, Agile Methodologies
Education
ITT 2004 — 2006
A.A.S., Software Applications and Programming
University of Alabama at Birmingham 1996 — 2001
B.A., Music
Paul Cutts's ProEquities Experience June 2011 - Present
Job Finacial Advisor at ProEquities
Industry Insurance
Experience
ProEquities June 2011 - Present
Bankers Life and Casualty September 2001 - Present
Skills
Whole Life, Term Life Insurance, Fixed Annuities, Life Insurance, Universal Life, Disability Insurance, Long-term Care, Health Insurance, Insurance, Long Term Care Insurance, Medicare, General Insurance, IRAs, Series 63, Series 6, Retirement Planning, Roth IRA, Life, Retirement, Critical Illness, Homeowners, 401k Rollovers, 401k, Pensions
Education
Hardin-Simmons University 1972 — 1973
music
ProEquities June 2011 - Present
Bankers Life and Casualty September 2001 - Present
Skills
Whole Life, Term Life Insurance, Fixed Annuities, Life Insurance, Universal Life, Disability Insurance, Long-term Care, Health Insurance, Insurance, Long Term Care Insurance, Medicare, General Insurance, IRAs, Series 63, Series 6, Retirement Planning, Roth IRA, Life, Retirement, Critical Illness, Homeowners, 401k Rollovers, 401k, Pensions
Education
Hardin-Simmons University 1972 — 1973
music
Rick Chastain, CFP®'s ProEquities Experience March 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
ProEquities March 2012 - Present
Carter Terry & Co October 2008 - Present
Smith Barney August 2003 - October 2008
Skills
Retirement Planning, Investments, Wealth Management, Strategic Financial..., Series 7, Mutual Funds, Portfolio Management, Retirement, Investment Advisory, Estate Planning, Financial Analysis, Asset Management, Asset Allocation, Insurance, Equities, Financial Advisory, Fixed Annuities, Banking, Securities, Series 63
Education
University of Montevallo 1969 — 1972
Bachelor of Science (B.S.), Business Administration and Management, General
ProEquities March 2012 - Present
Carter Terry & Co October 2008 - Present
Smith Barney August 2003 - October 2008
Skills
Retirement Planning, Investments, Wealth Management, Strategic Financial..., Series 7, Mutual Funds, Portfolio Management, Retirement, Investment Advisory, Estate Planning, Financial Analysis, Asset Management, Asset Allocation, Insurance, Equities, Financial Advisory, Fixed Annuities, Banking, Securities, Series 63
Education
University of Montevallo 1969 — 1972
Bachelor of Science (B.S.), Business Administration and Management, General
Billy Cencula's ProEquities Experience January 2010 - March 2011
Job Vice President Capital Markets
Industry Financial Services
Experience
Protective Life March 2011 - Present
ProEquities January 2010 - March 2011
Skills
Financial Analysis, Series 63, Banking, Process Improvement, Insurance, Financial Services, Mutual Funds, Investments, Series 7, Due Diligence, Securities, Microsoft Excel
Education
University of Mississippi - School of Business Administration 2001 — 2003
Master of Business Administration (M.B.A.)
University of Alabama 1997 — 2001
Bachelor's Degree, Finance and Financial Management Services
Protective Life March 2011 - Present
ProEquities January 2010 - March 2011
Skills
Financial Analysis, Series 63, Banking, Process Improvement, Insurance, Financial Services, Mutual Funds, Investments, Series 7, Due Diligence, Securities, Microsoft Excel
Education
University of Mississippi - School of Business Administration 2001 — 2003
Master of Business Administration (M.B.A.)
University of Alabama 1997 — 2001
Bachelor's Degree, Finance and Financial Management Services
Demetrio Munoz's ProEquities Experience January 2012 - November 2012
Job Advisory Financial Representative at VFG Securities, Inc.
Industry Financial Services
Experience
VFG Securities, Inc. December 2012 - Present
Anthem 2000 - Present
ProEquities January 2012 - November 2012
brokersXpress LLC 2005 - 2011
Prudential Financial 1998 - 1999
Skills
Investments, Trading, Options, Investment Advisory, Customer Service, Mutual Funds, Customer Relations, Equities, Portfolio Management, Financial Analysis, Research, Securities, Retirement Planning, Asset, Bonds, Series 7, Fixed Annuities, Investment Strategies, Wealth Management, Retirement, FINRA, Strategic Financial..., Series 63, Asset Management, 401k, Financial Planners, Life Insurance, Asset Allocation, Alternative Investments, ETFs, Financial Advisory, Financial Services, Financial Risk, Finance, Insurance, Risk Management, Financial Planning
Education
University of Southern California 1982 — 1985
Bachelor of Arts, Social Science/Economics
VFG Securities, Inc. December 2012 - Present
Anthem 2000 - Present
ProEquities January 2012 - November 2012
brokersXpress LLC 2005 - 2011
Prudential Financial 1998 - 1999
Skills
Investments, Trading, Options, Investment Advisory, Customer Service, Mutual Funds, Customer Relations, Equities, Portfolio Management, Financial Analysis, Research, Securities, Retirement Planning, Asset, Bonds, Series 7, Fixed Annuities, Investment Strategies, Wealth Management, Retirement, FINRA, Strategic Financial..., Series 63, Asset Management, 401k, Financial Planners, Life Insurance, Asset Allocation, Alternative Investments, ETFs, Financial Advisory, Financial Services, Financial Risk, Finance, Insurance, Risk Management, Financial Planning
Education
University of Southern California 1982 — 1985
Bachelor of Arts, Social Science/Economics
Erick Sooy's ProEquities Experience August 2010 - August 2012
Job Project/Sales Manager
Industry Financial Services
Experience
New View Home Exteriors, LLC June 2013 - Present
Prudential Financial September 2012 - January 2014
ProEquities August 2010 - August 2012
Deutsche Bank August 2003 - July 2010
Skills
Financial Analysis, Financial Modeling, Asset Management, Investments, Portfolio Management, Bloomberg, Due Diligence, Series 7, Series 63, Finance, Strategic Planning, Valuation, Risk Management, Management, Microsoft Excel
Education
William Paterson University of New Jersey 1994 — 1996
Bachelor's degree, Finance, General
County College of Morris 1991 — 1993
Associate's degree, Business Administration and Management, General
New View Home Exteriors, LLC June 2013 - Present
Prudential Financial September 2012 - January 2014
ProEquities August 2010 - August 2012
Deutsche Bank August 2003 - July 2010
Skills
Financial Analysis, Financial Modeling, Asset Management, Investments, Portfolio Management, Bloomberg, Due Diligence, Series 7, Series 63, Finance, Strategic Planning, Valuation, Risk Management, Management, Microsoft Excel
Education
William Paterson University of New Jersey 1994 — 1996
Bachelor's degree, Finance, General
County College of Morris 1991 — 1993
Associate's degree, Business Administration and Management, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY