ProEquities, Inc.
Industry: Company
DescriptionFounded: 1984 Parent organization: Protective Life Subsidiaries: Protective Securities, ProEquities, Inc., Asset Management Arm
ProEquities, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at ProEquities, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
ProEquities, Inc. Salaries. You can even request information on how much does ProEquities, Inc. pay if you want to. Learn about salaries, pros and cons of working for ProEquities, Inc. 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!
56 ProEquities, Inc. employees in database. Find out everything there's to know about ProEquities, Inc. 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, Inc. Employees
Employee
Years
Job
Industry
William Hartsfield, CLU William Hartsfield, CLU's ProEquities, Inc. Experience December 2003 - Present
Job Financial Advisor
Industry Financial Services
Experience
First Protective December 2003 - Present
ProEquities, Inc. December 2003 - Present
Guardian Life May 1975 - December 2003
Skills
Investments, Life Insurance, Insurance, Mutual Funds, Finance, Employee Benefits, Financial Planners, Strategic Planning, Fixed Annuities, Risk Management, Long-term Care, Disability Insurance, CLU, Series 63, Series 65, Series 6, Securities Market, Direct Sales, New Business Development, General Insurance, Risk Assessment, Annuity Sales, Variable Annuities
Education
University of Alabama 1970 — 1974
Businee
First Protective December 2003 - Present
ProEquities, Inc. December 2003 - Present
Guardian Life May 1975 - December 2003
Skills
Investments, Life Insurance, Insurance, Mutual Funds, Finance, Employee Benefits, Financial Planners, Strategic Planning, Fixed Annuities, Risk Management, Long-term Care, Disability Insurance, CLU, Series 63, Series 65, Series 6, Securities Market, Direct Sales, New Business Development, General Insurance, Risk Assessment, Annuity Sales, Variable Annuities
Education
University of Alabama 1970 — 1974
Businee
Vince Cook Vince Cook's ProEquities, Inc. Experience October 1996 - February 2005
Job Senior Project Lead at DST Health Solutions
Industry Outsourcing/Offshoring
Experience
DST Health Solutions July 2014 - Present
Cahaba GBA April 2011 - July 2014
SunGard OMNI November 2007 - December 2010
Sungard Data Systems 2006 - December 2010
SunGard EXP Workflow Solutions July 2006 - November 2007
NBC Securities September 2005 - May 2006
Aura Financial Services, Inc February 2005 - May 2005
ProEquities, Inc October 1996 - February 2005
Mountain Brook Inn April 1992 - July 1995
Stouffer Hotels and Resorts July 1986 - April 1992
Skills
Project Management, Management, Risk Management, Process Improvement, Budgets, Financial Analysis, Insurance, Vendor Management, Customer Service, Microsoft Office, Team Building, Sales, Data Analysis, Microsoft Excel, Business Analysis, CRM, Finance, Human Resources, Requirements Analysis, SDLC
Education
Arizona State University 1983 — 1986
BS, Economics
Newport Harbor High School 1979 — 1981
DST Health Solutions July 2014 - Present
Cahaba GBA April 2011 - July 2014
SunGard OMNI November 2007 - December 2010
Sungard Data Systems 2006 - December 2010
SunGard EXP Workflow Solutions July 2006 - November 2007
NBC Securities September 2005 - May 2006
Aura Financial Services, Inc February 2005 - May 2005
ProEquities, Inc October 1996 - February 2005
Mountain Brook Inn April 1992 - July 1995
Stouffer Hotels and Resorts July 1986 - April 1992
Skills
Project Management, Management, Risk Management, Process Improvement, Budgets, Financial Analysis, Insurance, Vendor Management, Customer Service, Microsoft Office, Team Building, Sales, Data Analysis, Microsoft Excel, Business Analysis, CRM, Finance, Human Resources, Requirements Analysis, SDLC
Education
Arizona State University 1983 — 1986
BS, Economics
Newport Harbor High School 1979 — 1981
Kirk Pederson MBA's ProEquities, Inc. Experience May 2013 - March 2014
Job Agent Farm Bureau Financial Services
Industry Professional Training & Coaching
Experience
Farm Bureau Financial Services July 2015 - Present
Lincoln Farm Estates, LLC April 2012 - Present
US Army June 1986 - Present
Art of Discovery October 2011 - Present
Farm Bureau Financial Services March 2014 - June 2015
ProEquities, Inc. May 2013 - March 2014
Combined Arms Center April 2012 - April 2013
Saybrus Partners November 2009 - October 2011
Phoenix Life Insurance Company November 2007 - November 2009
Overland Park Kansas May 2003 - March 2006
Skills
Recruiting, Project Management, Team Leadership, Training, Decision Making Skills, Sales Management, Communication, Closing Deals, Process Improvement, Leadership, Strategy, Deal Closure, Program Management, Sales, Assurance, Management, Team Building, Insurance, Life Insurance, Security Clearance, Military
Education
Baker University 2009 — 2011
MBA, General
Combined Arms Center CAC 2003 — 2005
Diploma, Field Grade MOS School, MAJOR
Kansas State University 1980 — 1983
Bachelor of Science, Education
Farm Bureau Financial Services July 2015 - Present
Lincoln Farm Estates, LLC April 2012 - Present
US Army June 1986 - Present
Art of Discovery October 2011 - Present
Farm Bureau Financial Services March 2014 - June 2015
ProEquities, Inc. May 2013 - March 2014
Combined Arms Center April 2012 - April 2013
Saybrus Partners November 2009 - October 2011
Phoenix Life Insurance Company November 2007 - November 2009
Overland Park Kansas May 2003 - March 2006
Skills
Recruiting, Project Management, Team Leadership, Training, Decision Making Skills, Sales Management, Communication, Closing Deals, Process Improvement, Leadership, Strategy, Deal Closure, Program Management, Sales, Assurance, Management, Team Building, Insurance, Life Insurance, Security Clearance, Military
Education
Baker University 2009 — 2011
MBA, General
Combined Arms Center CAC 2003 — 2005
Diploma, Field Grade MOS School, MAJOR
Kansas State University 1980 — 1983
Bachelor of Science, Education
Charles Nash's ProEquities, Inc. Experience April 2015 - Present
Job Financial Professional at Bankers Life
Industry Insurance
Experience
ProEquities, Inc. April 2015 - Present
Bankers Life April 2015 - Present
Prudential Financial July 2014 - April 2015
Colonial Life March 2014 - June 2014
Bankers Life May 2013 - March 2014
Entergy November 2012 - May 2013
Entergy May 2011 - November 2012
Southern Company September 2010 - May 2011
Xcel Energy October 2008 - June 2010
Xcel Energy April 2007 - October 2008
Skills
Nuclear Chemistry, Environmental Chemistry, Systems Engineering, Radiation Protection, Radiochemistry, Quality Control, Chemical Process..., Power Generation, Nuclear Engineering, Nuclear Safety, Nuclear Power Plants, Reactor, Power Plants, Turbines, Electric Power, Radiation Safety, Health Physics, Instrumentation, Chemistry, Life Insurance, Health Insurance, Annuity Sales, Medicare, Medicare Supplements, Medicare Prescription..., Medicare Advantage, BWR Water Chemistry, PWR Water Chemistry, Engineering Management, Technical Leadership, Strategic Leadership, Tactical Management, ALARA Processes, Radiation Detectors, Training Programs, Process Engineering, Procedure Development, Laboratory Quality..., Laboratory Safety, Laboratory Skills, Gamma Spectroscopy, Agent for Change, Food Chemistry, Environmental Compliance, Hazardous Waste..., Factory, Steam, Quality Assurance, Radiation, Nuclear
Education
Bradley University 1972 — 1975
Master's degree, Engineering Administration
Illinois State University 1967 — 1970
Bachelor of Science (B.S.), Chemistry
ProEquities, Inc. April 2015 - Present
Bankers Life April 2015 - Present
Prudential Financial July 2014 - April 2015
Colonial Life March 2014 - June 2014
Bankers Life May 2013 - March 2014
Entergy November 2012 - May 2013
Entergy May 2011 - November 2012
Southern Company September 2010 - May 2011
Xcel Energy October 2008 - June 2010
Xcel Energy April 2007 - October 2008
Skills
Nuclear Chemistry, Environmental Chemistry, Systems Engineering, Radiation Protection, Radiochemistry, Quality Control, Chemical Process..., Power Generation, Nuclear Engineering, Nuclear Safety, Nuclear Power Plants, Reactor, Power Plants, Turbines, Electric Power, Radiation Safety, Health Physics, Instrumentation, Chemistry, Life Insurance, Health Insurance, Annuity Sales, Medicare, Medicare Supplements, Medicare Prescription..., Medicare Advantage, BWR Water Chemistry, PWR Water Chemistry, Engineering Management, Technical Leadership, Strategic Leadership, Tactical Management, ALARA Processes, Radiation Detectors, Training Programs, Process Engineering, Procedure Development, Laboratory Quality..., Laboratory Safety, Laboratory Skills, Gamma Spectroscopy, Agent for Change, Food Chemistry, Environmental Compliance, Hazardous Waste..., Factory, Steam, Quality Assurance, Radiation, Nuclear
Education
Bradley University 1972 — 1975
Master's degree, Engineering Administration
Illinois State University 1967 — 1970
Bachelor of Science (B.S.), Chemistry
Lee Morgan Lee Morgan's ProEquities, Inc. Experience July 2010 - April 2013
Job Day Trader
Industry Investment Management
Experience
Self Employed October 2014 - Present
Best Version Media July 2014 - February 2015
North Star Marketing September 2013 - December 2013
Bankers Life and Casualty Company March 2005 - May 2013
ProEquities, Inc. July 2010 - April 2013
UVEST Financial Services May 2006 - June 2010
Skills
Marketing Communications, Cross-functional Team..., Cross Selling, Sales Management, Salesforce.com, High-Impact Sales..., Sales, Networking, Sales Presentations, Direct Sales, Social Media Marketing, Email Marketing, Marketing Strategy, Brainshark, Thinking Outside The Box, Advertising, Interactive Advertising, Lead Generation, Direct Mail Campaigns, Educational Leadership, Thought Leadership, Microsoft Office, Mac OS, Investment Strategies, Alternative Investments, Hootsuite, Twitter, LinkedIn, Pinterest, Facebook Marketing, Market Research, Public Speaking, Target Marketing, Behavioral Marketing, Segmentation, Customer Segmentation..., Target Segmentation, Behavioral Segmentation, Value Propositions, B2B Marketing Strategy, Growth Strategies, Product Lifecycle..., Driving Growth, Positioning, Customer Engagement, Data Management, Pitching Ideas, Brand Awareness, Market Analysis, Out Of the Box
Education
Cornell University - Johnson Graduate School of Management 2013 — 2014
✍ Master of Business Administration (MBA), ✍ Business, Management, Marketing, and Related Support Services
Roger Williams University 2001 — 2004
✍ Bachelor of Arts (BA), ✍ Psychology
Southern Connecticut State University 1999 — 2000
General Studies, Undeclared
Watertown High School 1995 — 1999
High School Diploma
Self Employed October 2014 - Present
Best Version Media July 2014 - February 2015
North Star Marketing September 2013 - December 2013
Bankers Life and Casualty Company March 2005 - May 2013
ProEquities, Inc. July 2010 - April 2013
UVEST Financial Services May 2006 - June 2010
Skills
Marketing Communications, Cross-functional Team..., Cross Selling, Sales Management, Salesforce.com, High-Impact Sales..., Sales, Networking, Sales Presentations, Direct Sales, Social Media Marketing, Email Marketing, Marketing Strategy, Brainshark, Thinking Outside The Box, Advertising, Interactive Advertising, Lead Generation, Direct Mail Campaigns, Educational Leadership, Thought Leadership, Microsoft Office, Mac OS, Investment Strategies, Alternative Investments, Hootsuite, Twitter, LinkedIn, Pinterest, Facebook Marketing, Market Research, Public Speaking, Target Marketing, Behavioral Marketing, Segmentation, Customer Segmentation..., Target Segmentation, Behavioral Segmentation, Value Propositions, B2B Marketing Strategy, Growth Strategies, Product Lifecycle..., Driving Growth, Positioning, Customer Engagement, Data Management, Pitching Ideas, Brand Awareness, Market Analysis, Out Of the Box
Education
Cornell University - Johnson Graduate School of Management 2013 — 2014
✍ Master of Business Administration (MBA), ✍ Business, Management, Marketing, and Related Support Services
Roger Williams University 2001 — 2004
✍ Bachelor of Arts (BA), ✍ Psychology
Southern Connecticut State University 1999 — 2000
General Studies, Undeclared
Watertown High School 1995 — 1999
High School Diploma
Curt Brooks Curt Brooks's ProEquities, Inc. Experience March 2011 - Present
Job Unit Sales Manager CNO Financial
Industry Financial Services
Experience
Bankers Life and Casualty Company April 2015 - Present
ProEquities, Inc. March 2011 - Present
Bankers Life and Casualty Company January 2009 - Present
Skills
Financial Services, Whole Life, Term Life Insurance, Long Term Care Insurance, Variable Annuities, Fixed Annuities, Fixed Income Portfolio..., Medicare, Universal Life, Financial Analysis, Estate Planning, Medicare Part D, Medicare Advantage, Life Insurance, Long-term Care, Series 7, Series 65, IRAs, Retirement Planning, Retirement, 401k, Mutual Funds, Wealth Management, General Insurance, Strategic Financial..., Investments, Roth IRA, Indexed Annuities, 401k Rollovers, Series 6, Series 63, Income Protection, Disability Insurance
Education
University of Northern Iowa 1987 — 1991
Business Administration and Management, General
Bankers Life and Casualty Company April 2015 - Present
ProEquities, Inc. March 2011 - Present
Bankers Life and Casualty Company January 2009 - Present
Skills
Financial Services, Whole Life, Term Life Insurance, Long Term Care Insurance, Variable Annuities, Fixed Annuities, Fixed Income Portfolio..., Medicare, Universal Life, Financial Analysis, Estate Planning, Medicare Part D, Medicare Advantage, Life Insurance, Long-term Care, Series 7, Series 65, IRAs, Retirement Planning, Retirement, 401k, Mutual Funds, Wealth Management, General Insurance, Strategic Financial..., Investments, Roth IRA, Indexed Annuities, 401k Rollovers, Series 6, Series 63, Income Protection, Disability Insurance
Education
University of Northern Iowa 1987 — 1991
Business Administration and Management, General
Corey Green Corey Green's ProEquities, Inc. Experience January 2006 - May 2008
Job at
Industry Banking
Experience
BB&T January 2015 - Present
Cadence Bank, N.A. November 2012 - January 2015
Regions Financial Corporation September 2009 - November 2012
Merrill Lynch June 2008 - January 2009
ProEquities, Inc. January 2006 - May 2008
SouthTrust Securities June 2002 - January 2005
Skills
Small Business Lending, Loans, Banking, Retail Banking, Credit Analysis, Relationship Management, Investments, Cash Management, Portfolio Management, Sales, Insurance, Team Building, Strategic Planning, Strategic Financial..., Real Estate, Lines Of Credit, Term Life Insurance, Branch Management, Deposits, Branch Banking, Commercial Banking, Consumer Lending, Credit, Mortgage Lending
Education
Samford University 1997 — 2002
Bachelor of Arts (BA)
Samford University 1997 — 2002
Bachelor of Arts (BA), Sociology
BB&T January 2015 - Present
Cadence Bank, N.A. November 2012 - January 2015
Regions Financial Corporation September 2009 - November 2012
Merrill Lynch June 2008 - January 2009
ProEquities, Inc. January 2006 - May 2008
SouthTrust Securities June 2002 - January 2005
Skills
Small Business Lending, Loans, Banking, Retail Banking, Credit Analysis, Relationship Management, Investments, Cash Management, Portfolio Management, Sales, Insurance, Team Building, Strategic Planning, Strategic Financial..., Real Estate, Lines Of Credit, Term Life Insurance, Branch Management, Deposits, Branch Banking, Commercial Banking, Consumer Lending, Credit, Mortgage Lending
Education
Samford University 1997 — 2002
Bachelor of Arts (BA)
Samford University 1997 — 2002
Bachelor of Arts (BA), Sociology
Marcus Place Marcus Place's ProEquities, Inc. Experience January 2014 - June 2015
Job Higher Education Professional
Industry Financial Services
Experience
John Muir Trail August 2015 - August 2015
ProEquities, Inc. January 2014 - June 2015
Wells Fargo Home Mortgage February 2013 - December 2013
Wells Fargo Home Mortgage March 2012 - February 2013
Habitat for Humanity International January 2012 - March 2012
University of Alabama 2007 - 2011
Skills
Microsoft Office, Excel, Social Media, PowerPoint, Customer Service, Word, Research, Customer Relations, Marketing Strategy, Social Media Marketing, Advertising, Market Research, HTML, Microsoft Word, Microsoft Excel, Mortgage Lending, Customer Satisfaction, Facebook, Marketing, Sales, Social Networking, Teamwork
Education
University of Alabama 2007 — 2011
Marketing, Business
John Muir Trail August 2015 - August 2015
ProEquities, Inc. January 2014 - June 2015
Wells Fargo Home Mortgage February 2013 - December 2013
Wells Fargo Home Mortgage March 2012 - February 2013
Habitat for Humanity International January 2012 - March 2012
University of Alabama 2007 - 2011
Skills
Microsoft Office, Excel, Social Media, PowerPoint, Customer Service, Word, Research, Customer Relations, Marketing Strategy, Social Media Marketing, Advertising, Market Research, HTML, Microsoft Word, Microsoft Excel, Mortgage Lending, Customer Satisfaction, Facebook, Marketing, Sales, Social Networking, Teamwork
Education
University of Alabama 2007 — 2011
Marketing, Business
Cortney Graham's ProEquities, Inc. Experience March 2014 - October 2014
Job Director of Operations at Sanctum Media Group
Industry Marketing and Advertising
Experience
Sanctum Media Group March 2015 - Present
ProEquities, Inc. March 2014 - October 2014
Boston Financial Data Services February 2013 - March 2014
Skills
Customer Service, Investments, Financial Services, Risk Management, Financial Analysis, Banking, Finance, Microsoft Excel, Relationship Management, Mutual Funds, Team Building, Strategic Planning, Microsoft Office, Public Speaking, Marketing, Marketing Strategy
Education
The University of Kansas
Sanctum Media Group March 2015 - Present
ProEquities, Inc. March 2014 - October 2014
Boston Financial Data Services February 2013 - March 2014
Skills
Customer Service, Investments, Financial Services, Risk Management, Financial Analysis, Banking, Finance, Microsoft Excel, Relationship Management, Mutual Funds, Team Building, Strategic Planning, Microsoft Office, Public Speaking, Marketing, Marketing Strategy
Education
The University of Kansas
Jackie Lucas, CTAL-TA, CSM Jackie Lucas, CTAL-TA, CSM's ProEquities, Inc. Experience September 1999 - May 2001
Job QA Lead
Industry Information Technology and Services
Experience
Fiserv April 2015 - Present
Fiserv June 2002 - March 2015
ProEquities, Inc. September 1999 - May 2001
Protective Life June 1998 - September 1999
BBVA Compass June 1983 - May 1998
Skills
Quality Assurance, Testing, Agile Methodologies, Test Planning, Regression Testing, Software Quality..., Test Management, CTFL, Scrum, Series 7, Series 21, Risk Management, Portfolio Management, Finance, Manual Testing, Investments, System Testing, Test Automation, SDLC, SQL, Microsoft SQL Server
Education
University of Alabama at Birmingham 1996 — 1998
Graduate, Masters of Business Administration
University of Alabama at Birmingham 1988 — 1993
Bachelor of Science (BS), Business Administration and Management, Finance, Cum Laude
Fiserv April 2015 - Present
Fiserv June 2002 - March 2015
ProEquities, Inc. September 1999 - May 2001
Protective Life June 1998 - September 1999
BBVA Compass June 1983 - May 1998
Skills
Quality Assurance, Testing, Agile Methodologies, Test Planning, Regression Testing, Software Quality..., Test Management, CTFL, Scrum, Series 7, Series 21, Risk Management, Portfolio Management, Finance, Manual Testing, Investments, System Testing, Test Automation, SDLC, SQL, Microsoft SQL Server
Education
University of Alabama at Birmingham 1996 — 1998
Graduate, Masters of Business Administration
University of Alabama at Birmingham 1988 — 1993
Bachelor of Science (BS), Business Administration and Management, Finance, Cum Laude
Charles Handal Charles Handal's ProEquities, Inc. Experience June 2010 - June 2012
Job Agent and Financial Advisor at Charles J. Handal Insurance
Industry Insurance
Experience
Charles J. Handal Insurance April 2012 - Present
ProEquities Inc. June 2010 - June 2012
Jamaica Tourist Board 1981 - 2003
Skills
Insurance, Investments, Management Consulting, Fixed Annuities, Strategic Financial..., Wealth Accumulation, Disability Insurance, Life Insurance, Leadership, IRAs, Health Insurance, Financial Planning, Financial Analysis, Estate Planning, Customer Service, Long-term Care, Management, Marketing, Mutual Funds, Retirement, Retirement Planning, Term Life Insurance, Small Business, Wealth
Education
Florida Atlantic University 1968 — 1972
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Campion College Kingston Jamaica 1960 — 1965
Charles J. Handal Insurance April 2012 - Present
ProEquities Inc. June 2010 - June 2012
Jamaica Tourist Board 1981 - 2003
Skills
Insurance, Investments, Management Consulting, Fixed Annuities, Strategic Financial..., Wealth Accumulation, Disability Insurance, Life Insurance, Leadership, IRAs, Health Insurance, Financial Planning, Financial Analysis, Estate Planning, Customer Service, Long-term Care, Management, Marketing, Mutual Funds, Retirement, Retirement Planning, Term Life Insurance, Small Business, Wealth
Education
Florida Atlantic University 1968 — 1972
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Campion College Kingston Jamaica 1960 — 1965
Keith Shoemaker Keith Shoemaker's ProEquities, Inc. Experience May 2002 - April 2003
Job Program Manager at Delta Air Lines
Industry Airlines/Aviation
Experience
Delta Air Lines October 2014 - Present
Pourshins and Supplair - gategroup member October 2011 - October 2014
AirTran Airways May 2008 - October 2011
AirTran Airways April 2003 - May 2008
ProEquities, Inc May 2002 - April 2003
Protective Life Insurance Company September 2000 - May 2002
Skills
Airlines, Aircraft, Management, Commercial Aviation, Customer Service, Logistics, Aviation, Flights, Revenue Analysis, Account Management, Project Management, Sales, Customer Satisfaction, Contract Negotiation, Operations Management, Time Management, Process Improvement
Education
University of Montevallo 1994 — 1998
Bachelor of Science, Social Science
Delta Air Lines October 2014 - Present
Pourshins and Supplair - gategroup member October 2011 - October 2014
AirTran Airways May 2008 - October 2011
AirTran Airways April 2003 - May 2008
ProEquities, Inc May 2002 - April 2003
Protective Life Insurance Company September 2000 - May 2002
Skills
Airlines, Aircraft, Management, Commercial Aviation, Customer Service, Logistics, Aviation, Flights, Revenue Analysis, Account Management, Project Management, Sales, Customer Satisfaction, Contract Negotiation, Operations Management, Time Management, Process Improvement
Education
University of Montevallo 1994 — 1998
Bachelor of Science, Social Science
Alex Jasper Alex Jasper's ProEquities, Inc. Experience May 2014 - August 2014
Job AML Compliance Analyst
Industry Financial Services
Experience
Samford University August 2010 - December 2014
ProEquities, Inc. May 2014 - August 2014
Enterprise Rent-A-Car May 2013 - August 2013
Sun View Baptist Church November 2011 - February 2012
Clarksville Country Club 2006 - 2012
Skills
Microsoft Word, Microsoft Excel, Customer Service, Social Networking, Social Media, PowerPoint, Marketing, Sales, Teamwork
Education
Samford University 2010 — 2014
Bachelor of Science in Business, Finance, Marketing, and German
Samford University August 2010 - December 2014
ProEquities, Inc. May 2014 - August 2014
Enterprise Rent-A-Car May 2013 - August 2013
Sun View Baptist Church November 2011 - February 2012
Clarksville Country Club 2006 - 2012
Skills
Microsoft Word, Microsoft Excel, Customer Service, Social Networking, Social Media, PowerPoint, Marketing, Sales, Teamwork
Education
Samford University 2010 — 2014
Bachelor of Science in Business, Finance, Marketing, and German
Elizabeth M. Kieras, MBA Elizabeth M. Kieras, MBA's ProEquities, Inc. Experience May 2005 - March 2006
Job Director of Finance & Business Development at The Center For Therapeutic Angiogenesis
Industry Medical Practice
Experience
Center For Therapeutic Angiogenesis May 2008 - May 2015
ProEquities, Inc. May 2005 - March 2006
Morgan Stanley March 2002 - May 2005
Ameriprise Financial Services, Inc. July 2000 - October 2001
Skills
Business Development, Healthcare, Strategic Planning, Leadership, Management, Finance, Financial Analysis, Clinical Research, Clinical Trials, Research
Education
University of Alabama, Manderson Graduate School of Business 2005 — 2006
MBA
Auburn University 1996 — 2000
BS, Finance
Center For Therapeutic Angiogenesis May 2008 - May 2015
ProEquities, Inc. May 2005 - March 2006
Morgan Stanley March 2002 - May 2005
Ameriprise Financial Services, Inc. July 2000 - October 2001
Skills
Business Development, Healthcare, Strategic Planning, Leadership, Management, Finance, Financial Analysis, Clinical Research, Clinical Trials, Research
Education
University of Alabama, Manderson Graduate School of Business 2005 — 2006
MBA
Auburn University 1996 — 2000
BS, Finance
Jeffrey Drury, CLTC Jeffrey Drury, CLTC's ProEquities, Inc. Experience May 2010 - January 2014
Job Financial Advisor at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group March 2015 - Present
AIG January 2014 - February 2015
ProEquities, Inc. May 2010 - January 2014
Bankers Life and Casualty Company May 2009 - January 2014
MetLife June 2007 - May 2009
Keller Williams Real Estate 2005 - 2007
Skills
Investments, Fixed Annuities, Life Insurance, Retirement Planning, Long Term Care Insurance, IRA..., Charitable Giving..., Estate Conservation..., Pension..., Pension Payout..., Health Insurance, College Education..., Direct Participation..., Long-term Care, Mutual Funds, Employee Benefits, Insurance
Education
Washington College 2001 — 2005
Bachelor's degree, Business Management
University of Delaware 2004 — 2004
MassMutual Financial Group March 2015 - Present
AIG January 2014 - February 2015
ProEquities, Inc. May 2010 - January 2014
Bankers Life and Casualty Company May 2009 - January 2014
MetLife June 2007 - May 2009
Keller Williams Real Estate 2005 - 2007
Skills
Investments, Fixed Annuities, Life Insurance, Retirement Planning, Long Term Care Insurance, IRA..., Charitable Giving..., Estate Conservation..., Pension..., Pension Payout..., Health Insurance, College Education..., Direct Participation..., Long-term Care, Mutual Funds, Employee Benefits, Insurance
Education
Washington College 2001 — 2005
Bachelor's degree, Business Management
University of Delaware 2004 — 2004
Christopher Van Degraft's ProEquities, Inc. Experience January 2013 - Present
Job Financial Representative at COUNTRY Financial®
Industry Financial Services
Experience
COUNTRY Financial® April 2014 - Present
ProEquities, Inc. January 2013 - Present
New England Financial August 2010 - December 2012
Transamerica October 2004 - June 2010
Northern Trust June 1992 - March 2004
Boatman's Trust Company June 1989 - June 1992
Skills
Retirement, 401k, Asset Management, Investments, Retirement Planning, Pensions, Mutual Funds, Series 63, Defined Benefit, Series 7, Wealth Management, Series 6, Fixed Annuities, IRAs, Uniform Combined State..., Asset Allocation, Investment Advisory, FINRA, Qualified Retirement..., Non-Qualified Deferred..., Series 65, Retirement Plan..., Financial Services, Employee Benefits, Securities, Profit Sharing, Finance, Insurance, ERISA, Investment Strategies, Defined Contribution, Life Insurance, Estate Planning, Strategic Financial..., Disability Insurance
Education
Webster University 1989 — 1990
Master of Arts (M.A.), Finance
University of Illinois Springfield 1987 — 1989
Bachelor of Arts (B.A.), Economics
Rock Valley College 1986 — 1987
Associate of Arts (A.A.), Business Administration
Illinois Valley Community College 1985 — 1986
Business Administration
COUNTRY Financial® April 2014 - Present
ProEquities, Inc. January 2013 - Present
New England Financial August 2010 - December 2012
Transamerica October 2004 - June 2010
Northern Trust June 1992 - March 2004
Boatman's Trust Company June 1989 - June 1992
Skills
Retirement, 401k, Asset Management, Investments, Retirement Planning, Pensions, Mutual Funds, Series 63, Defined Benefit, Series 7, Wealth Management, Series 6, Fixed Annuities, IRAs, Uniform Combined State..., Asset Allocation, Investment Advisory, FINRA, Qualified Retirement..., Non-Qualified Deferred..., Series 65, Retirement Plan..., Financial Services, Employee Benefits, Securities, Profit Sharing, Finance, Insurance, ERISA, Investment Strategies, Defined Contribution, Life Insurance, Estate Planning, Strategic Financial..., Disability Insurance
Education
Webster University 1989 — 1990
Master of Arts (M.A.), Finance
University of Illinois Springfield 1987 — 1989
Bachelor of Arts (B.A.), Economics
Rock Valley College 1986 — 1987
Associate of Arts (A.A.), Business Administration
Illinois Valley Community College 1985 — 1986
Business Administration
David M. Mac Brown David M. Mac Brown's ProEquities, Inc. Experience August 2013 - Present
Job Vice President/Capital Markets at ProEquities
Industry Financial Services
Experience
ProEquities, Inc. August 2013 - Present
The Baker Group November 2010 - March 2013
Balance Financial Group January 2007 - November 2010
The Bankers Bank of Georgia December 1999 - December 2004
Skills
Strong analytical skills, Building Strong..., Risk Management, Financial Analysis, Strategic Planning, Banking, Investment Banking, Institutional..., Public Finance, Exceptional People..., Trust Services
Education
Auburn University 1981 — 1985
Bachelor of Science, Economics
ProEquities, Inc. August 2013 - Present
The Baker Group November 2010 - March 2013
Balance Financial Group January 2007 - November 2010
The Bankers Bank of Georgia December 1999 - December 2004
Skills
Strong analytical skills, Building Strong..., Risk Management, Financial Analysis, Strategic Planning, Banking, Investment Banking, Institutional..., Public Finance, Exceptional People..., Trust Services
Education
Auburn University 1981 — 1985
Bachelor of Science, Economics
Daniel L Jack Daniel L Jack's ProEquities, Inc. Experience January 2012 - July 2013
Job Regional Investment Platform Manager
Industry Financial Services
Experience
BBVA Compass August 2013 - Present
ProEquities Inc January 2012 - July 2013
ProEquities Inc August 2007 - January 2012
BBVA Compass Investment Solutions April 2007 - August 2007
BBVA Compass Investment Solutions May 2004 - March 2007
Skills
Series 7, Series 63, Series 24, Series 65, Trading, Life Insurance, Equity Trading, Insurance, Securities, Bloomberg Terminal, Mutual Funds, Options, Stocks, ETFs, Investments, Alternative Investments, Financial Services, Fixed Annuities, Long-term Care, Term Life Insurance, IRAs, Equities, Fixed Income, Variable Annuities, Financial Markets, Relationship Management, Bonds
Education
University of Alabama 1995 — 2000
Bachelor of Science in Commerce and Business Administration, Finance and Economics
BBVA Compass August 2013 - Present
ProEquities Inc January 2012 - July 2013
ProEquities Inc August 2007 - January 2012
BBVA Compass Investment Solutions April 2007 - August 2007
BBVA Compass Investment Solutions May 2004 - March 2007
Skills
Series 7, Series 63, Series 24, Series 65, Trading, Life Insurance, Equity Trading, Insurance, Securities, Bloomberg Terminal, Mutual Funds, Options, Stocks, ETFs, Investments, Alternative Investments, Financial Services, Fixed Annuities, Long-term Care, Term Life Insurance, IRAs, Equities, Fixed Income, Variable Annuities, Financial Markets, Relationship Management, Bonds
Education
University of Alabama 1995 — 2000
Bachelor of Science in Commerce and Business Administration, Finance and Economics
Nancy Maxwell Brooks Nancy Maxwell Brooks's ProEquities, Inc. Experience April 2014 - November 2014
Job The Bank of New York Mellon Trust Co., N.A.
Industry Financial Services
Experience
ProEquities, Inc. April 2014 - November 2014
The Bank of New York Mellon Trust Co., N.A. April 2004 - February 2014
Protective Life Insurance Company January 2000 - March 2004
ProEquities Investments February 1998 - January 2000
Compass Bank June 1997 - February 1998
Regions Investment February 1992 - May 1997
Federal Reserve Bank August 1973 - February 1992
Skills
Account Reconciliation, Securities, Banking, Investments, Mutual Funds, Finance, Accounting, Payments, Bonds, Management
Education
University of Phoenix 2003 — 2010
Business Administration
Birmingham-Southern College 1990 — 1991
N/A, Business Administration
Lawson State Community College 1971 — 1973
Associate's Degree, Business Administration
ProEquities, Inc. April 2014 - November 2014
The Bank of New York Mellon Trust Co., N.A. April 2004 - February 2014
Protective Life Insurance Company January 2000 - March 2004
ProEquities Investments February 1998 - January 2000
Compass Bank June 1997 - February 1998
Regions Investment February 1992 - May 1997
Federal Reserve Bank August 1973 - February 1992
Skills
Account Reconciliation, Securities, Banking, Investments, Mutual Funds, Finance, Accounting, Payments, Bonds, Management
Education
University of Phoenix 2003 — 2010
Business Administration
Birmingham-Southern College 1990 — 1991
N/A, Business Administration
Lawson State Community College 1971 — 1973
Associate's Degree, Business Administration
Michael Kovacs Michael Kovacs's ProEquities, Inc. Experience August 2014 - Present
Job Financial Advisor at Futurity First Insurance Group
Industry Insurance
Experience
ProEquities, Inc. August 2014 - Present
Futurity First Insurance Group August 2013 - Present
Bankers Life and Casualty Company October 2010 - July 2013
Johnson Brothers Liquor Company October 2005 - June 2010
Publix Super Markets January 1999 - September 2005
Skills
Life Insurance, Insurance, Fixed Annuities, Retirement Planning, Term Life Insurance, Retirement, Disability Insurance, Health Insurance, Whole Life, Long-term Care, Universal Life, Long Term Care Insurance, Portfolio Management, Series 6, Variable Annuities, Mutual Funds, Investments, IRAs
Education
Kaplan University 2014 — 2014
Series 6, Financial Planning and Services
ProEquities, Inc. August 2014 - Present
Futurity First Insurance Group August 2013 - Present
Bankers Life and Casualty Company October 2010 - July 2013
Johnson Brothers Liquor Company October 2005 - June 2010
Publix Super Markets January 1999 - September 2005
Skills
Life Insurance, Insurance, Fixed Annuities, Retirement Planning, Term Life Insurance, Retirement, Disability Insurance, Health Insurance, Whole Life, Long-term Care, Universal Life, Long Term Care Insurance, Portfolio Management, Series 6, Variable Annuities, Mutual Funds, Investments, IRAs
Education
Kaplan University 2014 — 2014
Series 6, Financial Planning and Services
Ryan Greiser Ryan Greiser's ProEquities, Inc. Experience July 2012 - July 2015
Job Financial Advisor at AspireWealth Planners
Industry Financial Services
Experience
AspireWealth Planners July 2015 - Present
ProEquities, Inc. July 2012 - July 2015
Bankers Life and Casualty Company March 2011 - July 2015
Arena Football League September 2009 - March 2011
Education
Liberty University 2005 — 2009
Bachelor of Science (B.S.)
AspireWealth Planners July 2015 - Present
ProEquities, Inc. July 2012 - July 2015
Bankers Life and Casualty Company March 2011 - July 2015
Arena Football League September 2009 - March 2011
Education
Liberty University 2005 — 2009
Bachelor of Science (B.S.)
JJ Coulter JJ Coulter's ProEquities, Inc. Experience October 2012 - Present
Job Financial Advisor at ProEquities, Inc.
Industry Financial Services
Experience
ProEquities, Inc. October 2012 - Present
Bankers Life and Casualty Co October 2011 - Present
Atlas Trading November 2010 - August 2011
American InterContinental University January 2004 - February 2010
Prime International Trading 2008 - 2009
WB Events May 1994 - February 2003
Skills
Series 6, series 63, life and health, CLTC
Education
American InterContinental University 2007 — 2008
MBA, Finance
Emporia State University 1994 — 1999
BS, Business
ProEquities, Inc. October 2012 - Present
Bankers Life and Casualty Co October 2011 - Present
Atlas Trading November 2010 - August 2011
American InterContinental University January 2004 - February 2010
Prime International Trading 2008 - 2009
WB Events May 1994 - February 2003
Skills
Series 6, series 63, life and health, CLTC
Education
American InterContinental University 2007 — 2008
MBA, Finance
Emporia State University 1994 — 1999
BS, Business
Andy Hoffman's ProEquities, Inc. Experience November 2011 - Present
Job Unit Sales Supervisor at Bankers Life, Series 7 & 66 CSA, CLTC
Industry Financial Services
Experience
Bankers Life and Casualty Company August 2014 - Present
ProEquities, Inc. November 2011 - Present
Bankers Life and Casualty January 2009 - July 2014
Bankers LIfe and Casualty August 2000 - February 2009
Skills
Leadership, Employee Benefits, Fixed Annuities, Health Insurance, Insurance, Disability Insurance, Long-term Care, Life Insurance, Investments, Bond Markets, Stocks, Team Leadership, Leadership Development, Management, Sales, Long Term Care Insurance, Term Life Insurance, Finance, Retirement Planning, IRAs, Medicare, Risk Management, Retirement, Underwriting, Critical Illness, 401k, Mutual Funds, Customer Service, Team Building, Sales Management, Whole Life, Marketing
Education
Appalachian State University 1992 — 1996
BA, Business Communication
Bankers Life and Casualty Company August 2014 - Present
ProEquities, Inc. November 2011 - Present
Bankers Life and Casualty January 2009 - July 2014
Bankers LIfe and Casualty August 2000 - February 2009
Skills
Leadership, Employee Benefits, Fixed Annuities, Health Insurance, Insurance, Disability Insurance, Long-term Care, Life Insurance, Investments, Bond Markets, Stocks, Team Leadership, Leadership Development, Management, Sales, Long Term Care Insurance, Term Life Insurance, Finance, Retirement Planning, IRAs, Medicare, Risk Management, Retirement, Underwriting, Critical Illness, 401k, Mutual Funds, Customer Service, Team Building, Sales Management, Whole Life, Marketing
Education
Appalachian State University 1992 — 1996
BA, Business Communication
Jeffrey Hallin Jeffrey Hallin's ProEquities, Inc. Experience January 2000 - December 2014
Job Financial Advisor and Realtor
Industry Financial Services
Experience
Cetera Advisor Networks LLC January 2015 - Present
Pro Motorsports 2009 - Present
RE/MAX Real Estate One April 2006 - Present
ProEquities, Inc. January 2000 - December 2014
United States Marine Corps Reserve 1993 - 2006
A.D. Banker & Company 1998 - 2005
Money Concepts 1996 - 2000
Northwestern Mutual 1995 - 1996
Crowell, Weedon & Co. 1994 - 1995
Edward Jones 1993 - 1994
Education
United States Naval Academy 1979 — 1983
B.S., Applied Science/Computer Science
University of Southern California 1978 — 1979
International Relations
Cetera Advisor Networks LLC January 2015 - Present
Pro Motorsports 2009 - Present
RE/MAX Real Estate One April 2006 - Present
ProEquities, Inc. January 2000 - December 2014
United States Marine Corps Reserve 1993 - 2006
A.D. Banker & Company 1998 - 2005
Money Concepts 1996 - 2000
Northwestern Mutual 1995 - 1996
Crowell, Weedon & Co. 1994 - 1995
Edward Jones 1993 - 1994
Education
United States Naval Academy 1979 — 1983
B.S., Applied Science/Computer Science
University of Southern California 1978 — 1979
International Relations
John Chanda John Chanda's ProEquities, Inc. Experience June 2010 - Present
Job Investment Advisor at ProEquities, Inc.
Industry Financial Services
Experience
ProEquities, Inc. June 2010 - Present
Bankers Life & Casualty Co November 2007 - August 2014
UVEST Financial Services November 2007 - June 2010
AG Edwards February 2006 - November 2007
Skills
Investments, Retirement Planning, IRAs, Retirement, Fixed Annuities, Long-term Care, Life Insurance, Health Insurance, Insurance, Long Term Care Insurance, 401k, Term Life Insurance, Mutual Funds, Estate Planning, Sales, Disability Insurance, Universal Life, Whole Life, Leadership, Series 7
Education
Hofstra University 1989 — 1992
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Maryland College Park 1987 — 1989
Massapequa High School 1983 — 1987
ProEquities, Inc. June 2010 - Present
Bankers Life & Casualty Co November 2007 - August 2014
UVEST Financial Services November 2007 - June 2010
AG Edwards February 2006 - November 2007
Skills
Investments, Retirement Planning, IRAs, Retirement, Fixed Annuities, Long-term Care, Life Insurance, Health Insurance, Insurance, Long Term Care Insurance, 401k, Term Life Insurance, Mutual Funds, Estate Planning, Sales, Disability Insurance, Universal Life, Whole Life, Leadership, Series 7
Education
Hofstra University 1989 — 1992
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Maryland College Park 1987 — 1989
Massapequa High School 1983 — 1987
Gray Pendleton Gray Pendleton's ProEquities, Inc. Experience May 2005 - August 2005
Job CERTIFIED FINANCIAL PLANNER™ Professional
Industry Financial Services
Experience
Pendleton Financial December 2010 - Present
Bank of America Merrill Lynch May 2010 - December 2010
Bank of America Merrill Lynch August 2009 - May 2010
Bank of America July 2008 - July 2009
Banc of America Securities June 2007 - June 2008
ProEquities, Inc. May 2005 - August 2005
Skills
Employee Benefits, Retirement Planning, Health Insurance, Disability Insurance, Life Insurance, Self-funded Medical..., Pharmacy Benefit..., Cancer Insurance, 401k, 403 b, Key Person Insurance, Executive Compensation, Estate Planning, Strategic Financial..., Charitable Giving..., Long Term Care, Annuities, Universal Life, Term Life Insurance, Human Resources, Compliance, Employment Law, Wealth Management, Investments, Equities, Strategic Asset..., ETFs
Education
Duke University 2014 — 2015
Executive Certificate in Financial Planning, Financial Planning and Investment Management
The American College 2011 — 2012
Life Underwriter Training Council Fellow
Hampden-Sydney College 2004 — 2007
BA, Economics & Commerce
Elon University 2003 — 2004
Cardinal Gibbons High School
Pendleton Financial December 2010 - Present
Bank of America Merrill Lynch May 2010 - December 2010
Bank of America Merrill Lynch August 2009 - May 2010
Bank of America July 2008 - July 2009
Banc of America Securities June 2007 - June 2008
ProEquities, Inc. May 2005 - August 2005
Skills
Employee Benefits, Retirement Planning, Health Insurance, Disability Insurance, Life Insurance, Self-funded Medical..., Pharmacy Benefit..., Cancer Insurance, 401k, 403 b, Key Person Insurance, Executive Compensation, Estate Planning, Strategic Financial..., Charitable Giving..., Long Term Care, Annuities, Universal Life, Term Life Insurance, Human Resources, Compliance, Employment Law, Wealth Management, Investments, Equities, Strategic Asset..., ETFs
Education
Duke University 2014 — 2015
Executive Certificate in Financial Planning, Financial Planning and Investment Management
The American College 2011 — 2012
Life Underwriter Training Council Fellow
Hampden-Sydney College 2004 — 2007
BA, Economics & Commerce
Elon University 2003 — 2004
Cardinal Gibbons High School
Lyn McCord, M.S.'s ProEquities, Inc. Experience 2011 - 2013
Job Assistant Vice President Wholesale BSA/AML Risk Management at SunTrust Bank
Industry Financial Services
Experience
SunTrust June 2013 - Present
CareerMogul 2003 - Present
ProEquities, Inc. 2011 - 2013
Insight Card Services May 2011 - December 2011
BBVA Compass Bank 2009 - 2011
Lewis Consultants LLC 2008 - 2009
Regions Financial 2007 - 2008
Lennox International, Inc. April 2006 - August 2007
University of Alabama at Birmingham 2004 - 2006
Georgia State Senate January 2004 - May 2004
Skills
Credit, AML, Compliance, Risk Management, Banking, Risk Assessment, Insurance, Auditing, Policy, Access, Analysis, Legal Research, Organization Skills, Training, Leadership, Human Resources, Strategic Planning, Internal Audit, Management, Financial Risk, Recruiting, Financial Analysis, Nonprofits, Coaching, Microsoft Excel, Public Speaking, Due Diligence, Project Management, Software Documentation, Project Planning, Program Management, Team Leadership, Fraud, Organization Growth, Process Improvement, Staff Development, Budgets, Team Building, Employee Relations, System Administration, Payroll, Government, Time Management, Accounting, Sales, OFAC, KYC, Bank Secrecy Act, Start-ups, USA PATRIOT Act
Education
Nova Southeastern University 2006 — 2010
Master of Science (M.S.)
Birmingham School of Law 2004 — 2006
Graduate Law Studies
Kaplan University 2004 — 2005
Post-Baccalaureate Certificate
Georgia State University 2000 — 2004
Bachelor of Arts (B.A.)
Valdosta State University 2000 — 2002
Undergraduate Studies
Houston County High School 1996 — 2000
College Preparatory Diploma
SunTrust June 2013 - Present
CareerMogul 2003 - Present
ProEquities, Inc. 2011 - 2013
Insight Card Services May 2011 - December 2011
BBVA Compass Bank 2009 - 2011
Lewis Consultants LLC 2008 - 2009
Regions Financial 2007 - 2008
Lennox International, Inc. April 2006 - August 2007
University of Alabama at Birmingham 2004 - 2006
Georgia State Senate January 2004 - May 2004
Skills
Credit, AML, Compliance, Risk Management, Banking, Risk Assessment, Insurance, Auditing, Policy, Access, Analysis, Legal Research, Organization Skills, Training, Leadership, Human Resources, Strategic Planning, Internal Audit, Management, Financial Risk, Recruiting, Financial Analysis, Nonprofits, Coaching, Microsoft Excel, Public Speaking, Due Diligence, Project Management, Software Documentation, Project Planning, Program Management, Team Leadership, Fraud, Organization Growth, Process Improvement, Staff Development, Budgets, Team Building, Employee Relations, System Administration, Payroll, Government, Time Management, Accounting, Sales, OFAC, KYC, Bank Secrecy Act, Start-ups, USA PATRIOT Act
Education
Nova Southeastern University 2006 — 2010
Master of Science (M.S.)
Birmingham School of Law 2004 — 2006
Graduate Law Studies
Kaplan University 2004 — 2005
Post-Baccalaureate Certificate
Georgia State University 2000 — 2004
Bachelor of Arts (B.A.)
Valdosta State University 2000 — 2002
Undergraduate Studies
Houston County High School 1996 — 2000
College Preparatory Diploma
Jeff Poling Jeff Poling's ProEquities, Inc. Experience Financial AdvisorProEquities, Inc.$
Job Financial Advisor at ProEquities, Inc.
Industry Financial Services
Experience
ProEquities, Inc. Financial AdvisorProEquities, Inc.$
Skills
Finance, Financial Planning, Insurance, Investments, Retirement Planning, Customer Service, Marketing, Sales Management, Team Building
Education
Cumberland University 2003 — 2019
Bachelor of Business Administration (BBA), Finance, General
Cumberland University
ProEquities, Inc. Financial AdvisorProEquities, Inc.$
Skills
Finance, Financial Planning, Insurance, Investments, Retirement Planning, Customer Service, Marketing, Sales Management, Team Building
Education
Cumberland University 2003 — 2019
Bachelor of Business Administration (BBA), Finance, General
Cumberland University
Cory Brinkman Cory Brinkman's ProEquities, Inc. Experience May 2015 - July 2015
Job Student at Auburn University
Industry Financial Services
Experience
Unified Video Technologies (UNIV) July 2014 - Present
Auburn University August 2013 - Present
Cory's IPhone Repair May 2012 - Present
ProEquities, Inc. May 2015 - July 2015
Skills
Microsoft Office, Microsoft Excel, Management, PowerPoint, Leadership, Project Management, Sales, Time Management, Event Planning
Education
Auburn University 2012 — 2016
Bachelor’s Degree, Finance, General
Unified Video Technologies (UNIV) July 2014 - Present
Auburn University August 2013 - Present
Cory's IPhone Repair May 2012 - Present
ProEquities, Inc. May 2015 - July 2015
Skills
Microsoft Office, Microsoft Excel, Management, PowerPoint, Leadership, Project Management, Sales, Time Management, Event Planning
Education
Auburn University 2012 — 2016
Bachelor’s Degree, Finance, General
Jordan Flebotte Jordan Flebotte's ProEquities, Inc. Experience January 2011 - August 2015
Job Due Diligence/Risk Manager. I coach strong customercentric teams to exceed expectations and create winning moments.
Industry Financial Services
Experience
ProEquities, Inc. January 2011 - August 2015
ProEquities, Inc. June 2007 - January 2011
Skills
Valuation, Due Diligence, Asset Managment, Alternative Investments, Investments, Strategic Financial..., Investment Advisory, Mutual Funds, Risk Management, Finance, Securities, Asset Management, Private Placements, Financial Advisory, Series 7, Wealth Management, Financial Planning, Real Estate Due...
Education
University of Alabama at Birmingham 2003 — 2007
Bachelor of Science, Finance - Financial Management; Finance - Investments & Institutions, Cum Laude
ProEquities, Inc. January 2011 - August 2015
ProEquities, Inc. June 2007 - January 2011
Skills
Valuation, Due Diligence, Asset Managment, Alternative Investments, Investments, Strategic Financial..., Investment Advisory, Mutual Funds, Risk Management, Finance, Securities, Asset Management, Private Placements, Financial Advisory, Series 7, Wealth Management, Financial Planning, Real Estate Due...
Education
University of Alabama at Birmingham 2003 — 2007
Bachelor of Science, Finance - Financial Management; Finance - Investments & Institutions, Cum Laude
Timothy Dye Timothy Dye's ProEquities, Inc. Experience January 2006 - July 2008
Job Global Mobility Associate at KPMG US
Industry Accounting
Experience
KPMG US October 2014 - Present
Grant Thornton LLP January 2013 - July 2014
Absolute Security of America September 2009 - May 2012
Absolute Security of America September 2008 - September 2009
ProEquities, Inc January 2006 - July 2008
Skills
Financial Analysis, Payroll, Microsoft Excel, Financial Reporting, Tax, CPA, SAP, Tax Preparation, Financial Accounting, Accounting, Account Reconciliation, Income Tax
Education
Georgia State University 2012 — 2012
Master of Professional Accountancy
Berry College 2001 — 2005
Bachelor of Science, Finance
KPMG US October 2014 - Present
Grant Thornton LLP January 2013 - July 2014
Absolute Security of America September 2009 - May 2012
Absolute Security of America September 2008 - September 2009
ProEquities, Inc January 2006 - July 2008
Skills
Financial Analysis, Payroll, Microsoft Excel, Financial Reporting, Tax, CPA, SAP, Tax Preparation, Financial Accounting, Accounting, Account Reconciliation, Income Tax
Education
Georgia State University 2012 — 2012
Master of Professional Accountancy
Berry College 2001 — 2005
Bachelor of Science, Finance
Erik Wilt's ProEquities, Inc. Experience October 2014 - Present
Job Sales trainer and wellness advocate
Industry Health, Wellness and Fitness
Experience
doTERRA 2015 - Present
ProEquities, Inc. October 2014 - Present
Bankers Life and Casualty August 2012 - Present
AspenContineo August 2011 - November 2012
Centric Elevator September 2009 - June 2011
Centric Elevator Co September 2009 - June 2011
Centric Elevator Co. September 2009 - June 2011
Virginia Elevator Co May 2006 - September 2009
Centric Elevator Co June 2009 - June 2009
Chewning and Wilmer January 2003 - August 2006
Skills
Construction, Troubleshooting, Electricians, Quality Assurance, Contract Management, Health Insurance, Long Term Care Insurance, Life Insurance, Indexed Annuities, Sales, Team Building, Electrical, Carpentry, Negotiation, Materials, Sales Management, Salesforce Training, Financial Services
Education
South University 2011 — 2013
AA, General Business Administration
National Elevator Industry Education Program 2007 — 2010
Certification, Conveyances
Richmond Joint Apprenticeship 2005 — 2007
Certification, Industrial, Commercial and Residential Electrical
North Medford High School 1994 — 1998
Diploma
doTERRA 2015 - Present
ProEquities, Inc. October 2014 - Present
Bankers Life and Casualty August 2012 - Present
AspenContineo August 2011 - November 2012
Centric Elevator September 2009 - June 2011
Centric Elevator Co September 2009 - June 2011
Centric Elevator Co. September 2009 - June 2011
Virginia Elevator Co May 2006 - September 2009
Centric Elevator Co June 2009 - June 2009
Chewning and Wilmer January 2003 - August 2006
Skills
Construction, Troubleshooting, Electricians, Quality Assurance, Contract Management, Health Insurance, Long Term Care Insurance, Life Insurance, Indexed Annuities, Sales, Team Building, Electrical, Carpentry, Negotiation, Materials, Sales Management, Salesforce Training, Financial Services
Education
South University 2011 — 2013
AA, General Business Administration
National Elevator Industry Education Program 2007 — 2010
Certification, Conveyances
Richmond Joint Apprenticeship 2005 — 2007
Certification, Industrial, Commercial and Residential Electrical
North Medford High School 1994 — 1998
Diploma
Richard D. Smith Richard D. Smith's ProEquities, Inc. Experience 1987 - 1993
Job Founder & Portfolio Manager, Protected Capital Management
Industry Investment Management
Experience
Protected Capital Management 1993 - Present
ProEquities, Inc. 1987 - 1993
Skills
Retirement Income..., Social Security..., Portfolio Management, Asset Allocation, Investments, Investment Strategies, Asset Management, Wealth Management, Investment Advisory, Mutual Funds, Asset Managment, Retirement Planning, Strategy, Financial Advisory, Retirement, Securities, IRAs, 401k, Trading, Hedge Funds, ETFs, Roth IRA, Finance, Strategic Financial..., Financial Analysis, Risk Management, Financial Modeling, Currency, Insurance, Equities, Management, Accounting, Financial Risk, Investment Management, Alternative Investments
Education
San Jose State University
Master of Arts (MA)
Brigham Young University
Bachelor of Arts (BA)
College of Financial Planning
CFP
Protected Capital Management 1993 - Present
ProEquities, Inc. 1987 - 1993
Skills
Retirement Income..., Social Security..., Portfolio Management, Asset Allocation, Investments, Investment Strategies, Asset Management, Wealth Management, Investment Advisory, Mutual Funds, Asset Managment, Retirement Planning, Strategy, Financial Advisory, Retirement, Securities, IRAs, 401k, Trading, Hedge Funds, ETFs, Roth IRA, Finance, Strategic Financial..., Financial Analysis, Risk Management, Financial Modeling, Currency, Insurance, Equities, Management, Accounting, Financial Risk, Investment Management, Alternative Investments
Education
San Jose State University
Master of Arts (MA)
Brigham Young University
Bachelor of Arts (BA)
College of Financial Planning
CFP
Allen Porter's ProEquities, Inc. Experience October 2001 - May 2008
Job Vice President of Marketing & Business Development at Money Concepts
Industry Financial Services
Experience
Money Concepts June 2012 - Present
Southeastern Financial Group, LLC October 2011 - July 2012
Alfa Insurance February 2010 - October 2011
J.P. Turner & Company L.L.C May 2008 - September 2009
ProEquities Inc. October 2001 - May 2008
Financial Services Institute 2004 - 2008
ProEquities Inc. May 2000 - October 2001
InterSecurities Inc May 1999 - May 2000
CornerStone Associates / MassMutual Financial Group 1996 - 2000
MassMutual Life Insurance Co January 1996 - May 1999
Education
Jacksonville State University 1980 — 1984
B.S, Marketing/Business Administration
Money Concepts June 2012 - Present
Southeastern Financial Group, LLC October 2011 - July 2012
Alfa Insurance February 2010 - October 2011
J.P. Turner & Company L.L.C May 2008 - September 2009
ProEquities Inc. October 2001 - May 2008
Financial Services Institute 2004 - 2008
ProEquities Inc. May 2000 - October 2001
InterSecurities Inc May 1999 - May 2000
CornerStone Associates / MassMutual Financial Group 1996 - 2000
MassMutual Life Insurance Co January 1996 - May 1999
Education
Jacksonville State University 1980 — 1984
B.S, Marketing/Business Administration
Daniel Furlong, MBA Daniel Furlong, MBA's ProEquities, Inc. Experience December 2014 - Present
Job ProEquities, Inc.
Industry Insurance
Experience
ProEquities, Inc. December 2014 - Present
BlueGrace Logistics May 2014 - November 2014
My Start-Up Consultants April 2010 - April 2014
Grandbridge Real Estate Capital August 2012 - June 2013
Bruno Event Team January 2011 - May 2011
WVUA-TV December 2008 - June 2009
The Paul Finebaum Radio Network May 2006 - August 2007
Skills
Start-ups, Marketing Strategy, Marketing, Business Planning, Leadership, Strategic Planning, Management, Strategy, Investments, Contract Negotiation, Financial Analysis, Business Development, Finance, New Business Development, Entrepreneurship, Public Speaking, Banking, Asset Management, CRM, Public Relations, Business Strategy, Sales Management, Accounting, Budgets, Sales
Education
Samford University, Brock School of Business 2011 — 2013
Master of Business Administration (MBA), MBA
University of Alabama
B. A, Communications
ProEquities, Inc. December 2014 - Present
BlueGrace Logistics May 2014 - November 2014
My Start-Up Consultants April 2010 - April 2014
Grandbridge Real Estate Capital August 2012 - June 2013
Bruno Event Team January 2011 - May 2011
WVUA-TV December 2008 - June 2009
The Paul Finebaum Radio Network May 2006 - August 2007
Skills
Start-ups, Marketing Strategy, Marketing, Business Planning, Leadership, Strategic Planning, Management, Strategy, Investments, Contract Negotiation, Financial Analysis, Business Development, Finance, New Business Development, Entrepreneurship, Public Speaking, Banking, Asset Management, CRM, Public Relations, Business Strategy, Sales Management, Accounting, Budgets, Sales
Education
Samford University, Brock School of Business 2011 — 2013
Master of Business Administration (MBA), MBA
University of Alabama
B. A, Communications
Ashley Mann's ProEquities, Inc. Experience May 1999 - March 2012
Job Director Compliance at Protective Life
Industry Financial Services
Experience
Protective Life July 2015 - Present
BBVA Compass March 2012 - July 2015
ProEquities, Inc. May 1999 - March 2012
Skills
Financial Analysis, Series 24, Auditing, Series 7, Financial Planning, Retirement Planning, Risk Management, FINRA, Finance, Accounting, Mutual Funds
Education
Huntingdon College 2008 — 2011
Bachelor's degree, Business and Organizational Management, Magna Cum Laude
Protective Life July 2015 - Present
BBVA Compass March 2012 - July 2015
ProEquities, Inc. May 1999 - March 2012
Skills
Financial Analysis, Series 24, Auditing, Series 7, Financial Planning, Retirement Planning, Risk Management, FINRA, Finance, Accounting, Mutual Funds
Education
Huntingdon College 2008 — 2011
Bachelor's degree, Business and Organizational Management, Magna Cum Laude
Tammy Ridley's ProEquities, Inc. Experience May 2006 - August 2012
Job Vice President Senior Auditor II at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation August 2012 - Present
ProEquities, Inc. May 2006 - August 2012
Sterne Agee October 2004 - May 2006
Skills
FINRA Securities..., FINRA, Financial Services, Internal Audit, Retirement, Training, Microsoft Excel, Access, Wealth Management, Securities, Risk Management, Banking, Finance
Education
Tusculum College 1995 — 1997
Bachelor of Applied Science (B.A.Sc.), Organizational Management
Birmingham School of Law
Regions Financial Corporation August 2012 - Present
ProEquities, Inc. May 2006 - August 2012
Sterne Agee October 2004 - May 2006
Skills
FINRA Securities..., FINRA, Financial Services, Internal Audit, Retirement, Training, Microsoft Excel, Access, Wealth Management, Securities, Risk Management, Banking, Finance
Education
Tusculum College 1995 — 1997
Bachelor of Applied Science (B.A.Sc.), Organizational Management
Birmingham School of Law
Marsha Coleman's ProEquities, Inc. Experience February 2004 - September 2005
Job Owner, M Coleman Consulting, Inc.
Industry Management Consulting
Experience
M Coleman Consulting, Inc. January 2006 - Present
QSI America 2006 - 2008
ProEquities, Inc. February 2004 - September 2005
Bulkmatic Transport Company August 1978 - January 2004
Skills
Management, Team Building, Strategic Planning, Leadership, Customer Service, Marketing, Training, Public Speaking, Project Management, Marketing Strategy
Education
Indiana University-Northwest
Photography
Northern Illinois University
M Coleman Consulting, Inc. January 2006 - Present
QSI America 2006 - 2008
ProEquities, Inc. February 2004 - September 2005
Bulkmatic Transport Company August 1978 - January 2004
Skills
Management, Team Building, Strategic Planning, Leadership, Customer Service, Marketing, Training, Public Speaking, Project Management, Marketing Strategy
Education
Indiana University-Northwest
Photography
Northern Illinois University
Joseph (Jay) DiBlasi's ProEquities, Inc. Experience April 2010 - February 2012
Job Business Development
Industry Financial Services
Experience
J&S Ventures, LLC January 2007 - Present
ProEquities, Inc. April 2010 - February 2012
Needham & Company July 2001 - January 2007
Knight Capital Group January 2000 - June 2001
Skills
Series 7, Series 63, Strategic Planning, Business Development, Bloomberg, Trading, Investments, Relationship Management, Investor Liaison, Morningstar
Education
Rutgers University-New Brunswick 1998 — 2000
MBA, Finance
Rutgers University-New Brunswick 1991 — 1995
BS, Economics
J&S Ventures, LLC January 2007 - Present
ProEquities, Inc. April 2010 - February 2012
Needham & Company July 2001 - January 2007
Knight Capital Group January 2000 - June 2001
Skills
Series 7, Series 63, Strategic Planning, Business Development, Bloomberg, Trading, Investments, Relationship Management, Investor Liaison, Morningstar
Education
Rutgers University-New Brunswick 1998 — 2000
MBA, Finance
Rutgers University-New Brunswick 1991 — 1995
BS, Economics
Tim Bosworth's ProEquities, Inc. Experience April 2015 - Present
Job Financial Advisor at ProEquities, Inc.
Industry Financial Services
Experience
ProEquities, Inc. April 2015 - Present
Bankers Life October 2014 - Present
Bankers Life and Casualty Company September 2013 - Present
n2uitive Corporation February 2013 - September 2013
Robert Bosch April 2010 - February 2013
Robert Bosch April 2007 - March 2010
Robert Bosch April 2000 - March 2007
Skills
Account Management, Sales, Sales Management, New Business Development, Management, Negotiation, Long-term Care, Life Insurance, Fixed Annuities, Medicare, Market Analysis, E-commerce, Customer Service, Strategic Planning, Strategic Partnerships, Sales Process, Pricing, Forecasting, Market Research, Qualifying Prospects, Product Launch, Prospecting, E-commerce Sales, Competitive Analysis
Education
Howard Payne University 1996 — 2000
BS, Political Science / Social Sciences
ProEquities, Inc. April 2015 - Present
Bankers Life October 2014 - Present
Bankers Life and Casualty Company September 2013 - Present
n2uitive Corporation February 2013 - September 2013
Robert Bosch April 2010 - February 2013
Robert Bosch April 2007 - March 2010
Robert Bosch April 2000 - March 2007
Skills
Account Management, Sales, Sales Management, New Business Development, Management, Negotiation, Long-term Care, Life Insurance, Fixed Annuities, Medicare, Market Analysis, E-commerce, Customer Service, Strategic Planning, Strategic Partnerships, Sales Process, Pricing, Forecasting, Market Research, Qualifying Prospects, Product Launch, Prospecting, E-commerce Sales, Competitive Analysis
Education
Howard Payne University 1996 — 2000
BS, Political Science / Social Sciences
Lou Lodato's ProEquities, Inc. Experience March 2014 - Present
Job Financial Advisor at ProEquities Corp
Industry Financial Services
Experience
ProEquities, Inc. March 2014 - Present
Ameritas Investment Corp. June 2006 - December 2013
Skills
Strategic Financial..., Mutual Funds, Retirement Planning, Asset Management, Investment Advisory, Securities, FINRA, Life Insurance, Investments, Financial Services, Employee Benefits, Series 63, Long-term Care, IRAs, Retirement, Portfolio Management, Insurance, Disability Insurance, Health Insurance, Fixed Annuities, Wealth Management, Series 7, Equities, ETFs, Investment Strategies, 401k, Strategic Planning, Process Improvement, Risk Management, Financial Analysis, Wealth, Financial Reporting, Finance, Long Term Care Insurance, Financial Planners, Term Life Insurance, 401k Rollovers, Financial Advisory, Asset Allocation, Wealth Accumulation, Financial Planning
Education
Kean University 1976 — 1978
BS, Management science
Union County College 1974 — 1977
BS, Business Administration
ProEquities, Inc. March 2014 - Present
Ameritas Investment Corp. June 2006 - December 2013
Skills
Strategic Financial..., Mutual Funds, Retirement Planning, Asset Management, Investment Advisory, Securities, FINRA, Life Insurance, Investments, Financial Services, Employee Benefits, Series 63, Long-term Care, IRAs, Retirement, Portfolio Management, Insurance, Disability Insurance, Health Insurance, Fixed Annuities, Wealth Management, Series 7, Equities, ETFs, Investment Strategies, 401k, Strategic Planning, Process Improvement, Risk Management, Financial Analysis, Wealth, Financial Reporting, Finance, Long Term Care Insurance, Financial Planners, Term Life Insurance, 401k Rollovers, Financial Advisory, Asset Allocation, Wealth Accumulation, Financial Planning
Education
Kean University 1976 — 1978
BS, Management science
Union County College 1974 — 1977
BS, Business Administration
Richard L. Bartholomew II, MBA, CFP®'s ProEquities, Inc. Experience 2008 - 2010
Job Wealthcare Advisor at Wealthcare Capital Management
Industry Financial Services
Experience
Wealthcare Capital Management 2010 - Present
ProEquities, Inc. 2008 - 2010
Citi Smith Barney 2007 - 2008
Ronald Blue & Co. 2006 - 2007
Mercer Advisors 2003 - 2006
Morgan Stanley 2002 - 2003
Skills
Wealth Management, Investment Advisory, Retirement, Asset Management, Financial Planning
Education
Marshall University 1997 — 1999
Master of Business Administration (MBA)
Marshall University 1988 — 1994
Bachelor of Business Administration (BBA)
College for Financial Planning
CFP® Program
Wealthcare Capital Management 2010 - Present
ProEquities, Inc. 2008 - 2010
Citi Smith Barney 2007 - 2008
Ronald Blue & Co. 2006 - 2007
Mercer Advisors 2003 - 2006
Morgan Stanley 2002 - 2003
Skills
Wealth Management, Investment Advisory, Retirement, Asset Management, Financial Planning
Education
Marshall University 1997 — 1999
Master of Business Administration (MBA)
Marshall University 1988 — 1994
Bachelor of Business Administration (BBA)
College for Financial Planning
CFP® Program
Daniel Fumo's ProEquities, Inc. Experience January 1997 - January 2002
Job Health Care Sales
Industry Hospital & Health Care
Experience
Cancer Treatment Centers of America July 2009 - Present
Cancer Treatment Centers of America July 2009 - Present
Chase / Bank One January 2003 - January 2009
JPMorgan Chase 2003 - 2009
ProEquities, Inc January 1997 - January 2002
ProEquities, Inc January 1997 - January 2002
The Peltz Group January 1994 - January 1997
The Peltz Group January 1994 - January 1997
Skills
Retirement, 401k, CRM, Sales, Long-term Care, Customer Service, Small Business, Health Insurance, Marketing, Insurance, Series 7, Selling, Public Speaking, Team Building, Life Insurance, Leadership, Sales Management, Strategic Planning
Education
Carlson School of Management
Bachelor of Science, Business, Accounting
University of Minnesota
University of Minnesota
University of Minnesota - Carlson School of Management
Cancer Treatment Centers of America July 2009 - Present
Cancer Treatment Centers of America July 2009 - Present
Chase / Bank One January 2003 - January 2009
JPMorgan Chase 2003 - 2009
ProEquities, Inc January 1997 - January 2002
ProEquities, Inc January 1997 - January 2002
The Peltz Group January 1994 - January 1997
The Peltz Group January 1994 - January 1997
Skills
Retirement, 401k, CRM, Sales, Long-term Care, Customer Service, Small Business, Health Insurance, Marketing, Insurance, Series 7, Selling, Public Speaking, Team Building, Life Insurance, Leadership, Sales Management, Strategic Planning
Education
Carlson School of Management
Bachelor of Science, Business, Accounting
University of Minnesota
University of Minnesota
University of Minnesota - Carlson School of Management
Amy Betts's ProEquities, Inc. Experience February 2001 - November 2005
Job Owner, LNB Financial
Industry Financial Services
Experience
LNB Financial June 2012 - Present
National Financial Alliance, LLC January 2010 - June 2012
Mutual Service Corporation November 2005 - October 2009
ProEquities, Inc. February 2001 - November 2005
BISYS 1999 - 2000
Securities Consultants International (Purchased by BISYS) 1995 - 1998
Securities Consultants International 1994 - 1995
Securities Consultants International 1993 - 1994
Skills
Securities, Series 7, Risk Management, Investment Advisory, Estate Planning, Series 24, Customer Service, Training, Fixed Annuities, Retirement, Retirement Planning, Wealth Management, Alternative Investments, Mutual Funds, Financial Advisory, 401k, ETFs, Investment Strategies, Management, Consulting, Recruiting, Investments, Series 63, Strategic Financial..., Uniform Combined State..., Marketing, Public Speaking, Disaster Recovery, Corporate Training, Small Office
Education
Florida Atlantic University 1991 — 1995
Bachelors of Science, Accounting
LNB Financial June 2012 - Present
National Financial Alliance, LLC January 2010 - June 2012
Mutual Service Corporation November 2005 - October 2009
ProEquities, Inc. February 2001 - November 2005
BISYS 1999 - 2000
Securities Consultants International (Purchased by BISYS) 1995 - 1998
Securities Consultants International 1994 - 1995
Securities Consultants International 1993 - 1994
Skills
Securities, Series 7, Risk Management, Investment Advisory, Estate Planning, Series 24, Customer Service, Training, Fixed Annuities, Retirement, Retirement Planning, Wealth Management, Alternative Investments, Mutual Funds, Financial Advisory, 401k, ETFs, Investment Strategies, Management, Consulting, Recruiting, Investments, Series 63, Strategic Financial..., Uniform Combined State..., Marketing, Public Speaking, Disaster Recovery, Corporate Training, Small Office
Education
Florida Atlantic University 1991 — 1995
Bachelors of Science, Accounting
Mark A Brinser's ProEquities, Inc. Experience December 2007 - October 2011
Job Certified Financial Planner ™
Industry Financial Services
Experience
Stewardship Advisors, LLC October 2011 - Present
Cambridge Investment Research 2011 - 2014
Cambridge Investment Research 2011 - 2014
ProEquities, Inc. December 2007 - October 2011
National Academy of Sciences August 2006 - December 2007
Skills
Risk Management, Strategic Planning, Business Strategy, Investments, Portfolio Management, Strategic Financial..., Investment Management, Retirement Planning, 401k Rollovers, IRAs, Roth IRA, Simple IRA
Education
Messiah College
Bachelor of Science, Accounting
Stewardship Advisors, LLC October 2011 - Present
Cambridge Investment Research 2011 - 2014
Cambridge Investment Research 2011 - 2014
ProEquities, Inc. December 2007 - October 2011
National Academy of Sciences August 2006 - December 2007
Skills
Risk Management, Strategic Planning, Business Strategy, Investments, Portfolio Management, Strategic Financial..., Investment Management, Retirement Planning, 401k Rollovers, IRAs, Roth IRA, Simple IRA
Education
Messiah College
Bachelor of Science, Accounting
Christian Corts's ProEquities, Inc. Experience November 2010 - Present
Job National Sales Director at ProEquities, Inc.
Industry Financial Services
Experience
ProEquities, Inc. November 2010 - Present
Morgan Stanley Smith Barney September 2009 - November 2010
Register Corts, LLC January 2003 - September 2009
Education
Samford University 1990 — 1994
Bachelor of Arts, Public Administration and History
ProEquities, Inc. November 2010 - Present
Morgan Stanley Smith Barney September 2009 - November 2010
Register Corts, LLC January 2003 - September 2009
Education
Samford University 1990 — 1994
Bachelor of Arts, Public Administration and History
Nate Collins's ProEquities, Inc. Experience May 2001 - October 2014
Job Managing Director of Operations
Industry Financial Services
Experience
ProEquities, Inc. May 2001 - October 2014
Regions Investment Company, Inc. May 1988 - April 2001
First Alabama Bancshares April 1986 - April 1988
Skills
Management, Portfolio Management, Fixed Annuities, Series 7, Securities, Series 63, Wealth Management, Mutual Funds, Investments, Financial Services
Education
University of Alabama
Bachelor of Science (BS), Accounting
ProEquities, Inc. May 2001 - October 2014
Regions Investment Company, Inc. May 1988 - April 2001
First Alabama Bancshares April 1986 - April 1988
Skills
Management, Portfolio Management, Fixed Annuities, Series 7, Securities, Series 63, Wealth Management, Mutual Funds, Investments, Financial Services
Education
University of Alabama
Bachelor of Science (BS), Accounting
Tim Walls's ProEquities, Inc. Experience September 2012 - September 2013
Job
Industry
Experience
Regions Bank October 2013 - Present
ProEquities, Inc. September 2012 - September 2013
Morgan Keegan & Co Inc February 2007 - September 2012
AmSouth Bank February 2001 - February 2007
Skills
Series 7, Securities, Risk Management, Banking, Financial Services, Wealth Management, Mutual Funds, Series 24, Equities, Finance, Team Building, Microsoft Office, Investment Advisory, Series 63, FINRA, Fixed Income, Anti Money Laundering, Investments
Education
Troy University 1997 — 2001
Bachelor's degree, Business Administration and Management, General
Regions Bank October 2013 - Present
ProEquities, Inc. September 2012 - September 2013
Morgan Keegan & Co Inc February 2007 - September 2012
AmSouth Bank February 2001 - February 2007
Skills
Series 7, Securities, Risk Management, Banking, Financial Services, Wealth Management, Mutual Funds, Series 24, Equities, Finance, Team Building, Microsoft Office, Investment Advisory, Series 63, FINRA, Fixed Income, Anti Money Laundering, Investments
Education
Troy University 1997 — 2001
Bachelor's degree, Business Administration and Management, General
Timothy Vardaman's ProEquities, Inc. Experience January 2015 - Present
Job Managing Director of Operations at ProEquities, Inc.
Industry Financial Services
Experience
ProEquities, Inc. January 2015 - Present
BBVA Compass 2010 - 2014
Sterne Agee 1996 - 2010
Skills
Wealth Management, Securities, Mutual Funds, Strategic Planning, Financial Reporting, Investments, Financial Analysis, Retirement Planning, Series 7, Banking, Equities, Asset Management, Cash Management, Due Diligence, Series 63, Portfolio Management, Alternative Investments, Capital Markets, Financial Services, Fixed Income, Management, Bloomberg, Investment Advisory
Education
University of Alabama 1988 — 1992
Bachelor's Degree, Corporate Finance Investment Management
ProEquities, Inc. January 2015 - Present
BBVA Compass 2010 - 2014
Sterne Agee 1996 - 2010
Skills
Wealth Management, Securities, Mutual Funds, Strategic Planning, Financial Reporting, Investments, Financial Analysis, Retirement Planning, Series 7, Banking, Equities, Asset Management, Cash Management, Due Diligence, Series 63, Portfolio Management, Alternative Investments, Capital Markets, Financial Services, Fixed Income, Management, Bloomberg, Investment Advisory
Education
University of Alabama 1988 — 1992
Bachelor's Degree, Corporate Finance Investment Management
Bryan Clifton's ProEquities, Inc. Experience June 2011 - December 2013
Job Field Management Consultant at Western & Southern Financial Group
Industry Financial Services
Experience
Western & Southern Financial Group June 2015 - Present
SagePoint Financial April 2014 - August 2015
AIG April 2014 - June 2015
ProEquities, Inc. June 2011 - December 2013
Bankers Life and Casualty Company June 2011 - November 2013
MetLife April 2008 - June 2011
Skills
Recruiting, Employee Training, Sales Management, Sales, Sales Operations, Strategic Financial..., Financial Services, Wealth Management, Investments, Operating Budgets, Salesforce Training, Fixed Annuities, Insurance, Life Insurance, Disability Insurance, Term Life Insurance, Long-term Care, Employee Benefits, Retirement, Retirement Planning, Mutual Funds, Series 7, Sales Presentations, Building Relationships, Financial Advisory, Business Planning, Investment Advisory, New Business Development, IRAs, Banking, Finance, 401k, Cross Selling, Long Term Care Insurance, Brokers, Whole Life, Universal Life, Series 63, Variable Annuities, Health Insurance, Financial Planners, Wealth Accumulation, Voluntary Employee..., Series 65, Life, Licensed Life, Securities, FINRA, Group Insurance, Wealth
Education
Henderson State University 1991 — 1994
Finance, General
Bismarck High School 1989 — 1991
General Studies, General Studies
Western & Southern Financial Group June 2015 - Present
SagePoint Financial April 2014 - August 2015
AIG April 2014 - June 2015
ProEquities, Inc. June 2011 - December 2013
Bankers Life and Casualty Company June 2011 - November 2013
MetLife April 2008 - June 2011
Skills
Recruiting, Employee Training, Sales Management, Sales, Sales Operations, Strategic Financial..., Financial Services, Wealth Management, Investments, Operating Budgets, Salesforce Training, Fixed Annuities, Insurance, Life Insurance, Disability Insurance, Term Life Insurance, Long-term Care, Employee Benefits, Retirement, Retirement Planning, Mutual Funds, Series 7, Sales Presentations, Building Relationships, Financial Advisory, Business Planning, Investment Advisory, New Business Development, IRAs, Banking, Finance, 401k, Cross Selling, Long Term Care Insurance, Brokers, Whole Life, Universal Life, Series 63, Variable Annuities, Health Insurance, Financial Planners, Wealth Accumulation, Voluntary Employee..., Series 65, Life, Licensed Life, Securities, FINRA, Group Insurance, Wealth
Education
Henderson State University 1991 — 1994
Finance, General
Bismarck High School 1989 — 1991
General Studies, General Studies
Justin Thigpen's ProEquities, Inc. Experience January 2015 - Present
Job Account Transfer Specialist at ProEquities, Inc.
Industry Food & Beverages
Experience
ProEquities, Inc. January 2015 - Present
Campus Dining, Inc. June 2013 - January 2015
Skills
Managerial Finance, Human Resources, Benefits Administration, Revenue Cycle Management, Microsoft Office, Process Improvement
Education
Samford University
ProEquities, Inc. January 2015 - Present
Campus Dining, Inc. June 2013 - January 2015
Skills
Managerial Finance, Human Resources, Benefits Administration, Revenue Cycle Management, Microsoft Office, Process Improvement
Education
Samford University
Robert Fessler's ProEquities, Inc. Experience September 2011 - Present
Job
Industry Financial Services
Experience
ProEquities, Inc. September 2011 - Present
Bankers Life July 2006 - Present
Skills
Insurance, Investments, Life Insurance, Retirement Planning
Education
Michigan State University 1996 — 2000
Bachelor's degree, Environmental Chemistry
ProEquities, Inc. September 2011 - Present
Bankers Life July 2006 - Present
Skills
Insurance, Investments, Life Insurance, Retirement Planning
Education
Michigan State University 1996 — 2000
Bachelor's degree, Environmental Chemistry
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY