Professional Financial Services

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Professional Financial Services Employees

Employee
Years
Job
Industry
Jeremy Gregory Jeremy Gregory Moore, South Carolina Details
Jeremy Gregory's Professional Financial Services Experience March 2004 - April 2005
Job Experienced Sales/Marketing Business Professional.
Industry Hospital & Health Care
Experience
Genesis Healthcare Rehabilitation Services, Cascade Verdae   May 2014 - August 2014
Resurgens Orthopaedics  May 2013 - August 2013
Hubbell Lighting, Inc.   May 2011 - May 2012
Hubbell Lighting, Inc.   August 2009 - July 2010
Hubbell Lighting, Inc.   April 2009 - August 2009
Development Office (Parents & Families Association), Valdosta State University   August 2007 - May 2008
Penske Truck Leasing  May 2005 - May 2007
Professional Financial Services   March 2004 - April 2005

Skills
Outside Sales/Marketing, Relationship Building, Maintaining Existing..., Developing New Clients, Need Assessments, Cold Calls/Prospecting, Sales Presentations, Closing the Sale, Ensuring Customer..., Territory..., Account Management

Education
Lenoir-Rhyne University   2012 — 2014
Master of Science in Occupational Therapy (August 8th, 2014)

Western Carolina University, Cullowhee, North Carolina   2008 — 2010
Master of Science in Human Resources

Valdosta State University, Valdosta, Georgia
Studies toward Master of Science in Marriage & Family Therapy

Clemson University, Clemson, South Carolina   1999 — 2003
Bachelor of Arts in Communication Studies

Training / Certifications (Listed Below)

Greg Hochstetter Greg Hochstetter Greater Minneapolis-St. Paul Area Details
Greg Hochstetter's Professional Financial Services Experience June 2005 - April 2007
Job Sr. Customer Financial Specialist at Schwans Consumer Brands
Industry Financial Services
Experience
Schwans  August 2012 - Present
The Schwan Food Company  September 2010 - August 2012
Wells Fargo Home Mortgage  September 2009 - August 2010
Peace Corps  May 2007 - August 2009
Professional Financial Services   June 2005 - April 2007

Skills
Analysis, Leadership, Management, Finance, Community Outreach, Customer Service, Sales, Community Development, Public Speaking, Strategic Planning, Research, Program Development, Volunteer Management, Forecasting, Team Building, Budgets, Process Improvement

Education
Milligan College   2001 — 2005
Bachelor of Applied Science (BASc), Business Administration and Management, General

Scott Carasik Scott Carasik Greater Atlanta Area Details
Scott Carasik's Professional Financial Services Experience April 2012 - January 2014
Job Sales Representative at AutoNation
Industry Sports
Experience
AutoNation  March 2014 - Present
Pro Football Central   April 2013 - Present
Pro Football Spot  March 2015 - Present
Bleacher Report  February 2012 - July 2015
Draft Falcons   March 2010 - January 2015
Professional Financial Services   April 2012 - January 2014
Drafttek, LLC   December 2009 - February 2013
Hudson Nissan  June 2010 - January 2012
Target  June 2009 - August 2009
Berenyi, Inc.   May 2008 - July 2008

Skills
PowerPoint, Word, Excel, Photoshop, Dreamweaver, AutoCAD, Sales, Writing, Graphic Design, Layout, Leadership, Microsoft Word, Microsoft Excel, Social Media, Sports, Press Releases, Journalism, Blogging, Sports Writing, InDesign, Social Networking, WordPress, Copy Editing, Social Media Marketing, Creative Writing, News Writing, AP Style, Online Journalism, Feature Articles, Web Content, Football, Newspapers, New Media, Radio, Podcasting, Radio Broadcasting, Facebook, Editing, Public Speaking, Customer Service

Education
The Citadel   2006 — 2010
Bachelors of Science, Civil and Environmental Engineering

Wes Pickelsimer Wes Pickelsimer Atlanta, Georgia Details
Wes Pickelsimer's Professional Financial Services Experience July 2008 - May 2011
Job Attorney at Law
Industry Law Practice
Experience
The Mulholland Law Firm   May 2013 - Present
The Knights Law Group   May 2012 - August 2012
Nicholas Financial Inc.  May 2011 - August 2011
Professional Financial Services   July 2008 - May 2011

Skills
Bankruptcy, Courts, Legal Research, Legal Writing, Civil Litigation, Motions, Pleadings, Westlaw, Trials, Research

Education
Atlanta's John Marshall Law School   2011 — 2014
J.D., Law

Georgia Institute of Technology   2002 — 2006
BS in International Affairs, Political Science

Megan LaGasse Megan LaGasse Roswell, Georgia Details
Megan LaGasse's Professional Financial Services Experience June 2008 - September 2008
Job AR Supervisor at Auto Plus
Industry Automotive
Experience
Uniselect  September 2015 - Present
Gexpro  June 2010 - September 2015
Southeast Capital Partners   October 2008 - July 2009
Professional Financial Services   June 2008 - September 2008
United Auto Credit Corporation  June 2005 - June 2008

Skills
Account Management, Key Account Management, Sales Management, New Business Development, Solution Selling, Sales Operations, Direct Sales, Sales, Pricing, Sales Process, Negotiation, Salesforce.com, Cross-functional Team..., Contract Negotiation, Supply Chain Management

Education
University of Alabama   2000 — 2005
Bachelor of Science, Finance, General

Chante' Tudor Chante' Tudor Augusta, Georgia Details
Chante' Tudor's Professional Financial Services Experience January 2005 - March 2006
Job at
Industry Financial Services
Experience
ATlantic Beacon Art Gallery   November 2013 - Present
JBH DEVELOPERS   January 2013 - April 2013
A and A Vending Services   November 2012 - January 2013
J C SKINNER FLOORING CO   January 2008 - October 2011
FREEDOM HOMES   March 2006 - December 2007
PROFESSIONAL FINANCIAL SERVICES   January 2005 - March 2006
GOSHEN LENDING   January 2002 - December 2004
PROFESSIONAL LENDING   January 2000 - January 2002
SUNNYLAND MORTGAGE   March 1996 - December 1999

Skills
Inventory Management, Food Service, Warehousing, Customer Service, Food, Supply Chain, Inventory Control, Purchasing

Education
CNA

Swainsboro Technical College
EKG

Aiken Technical College
HIGH SCHOOL DIPLOMA

East Georgia College

Paige Wingler Paige Wingler Greensboro, North Carolina Details
Paige Wingler's Professional Financial Services Experience March 2009 - May 2010
Job Premier Federal Credit Union
Industry Banking
Experience
Premier Federal Credit Union  February 2014 - Present
Premier Federal Credit Union  November 2012 - February 2014
Professional Financial Services (PFS)   March 2010 - November 2012
Professional Financial Services   March 2009 - May 2010
Professional Financial Services   February 2007 - May 2009

Skills
Customer Service, Customer Relations, Recruiting, Sales, Microsoft Office, Leadership, Microsoft Excel, PowerPoint, Time Management, Public Speaking, Account Management, Team Building, Event Planning, Marketing, Inventory Management, Outlook, Management, Training, Budgets, New Business Development, Microsoft Word, Social Media Marketing, Event Management, Interviews, Social Networking

Education
High Point University   2002 — 2006
Bachelor of Business Administration (B.B.A.)

High Point University
B.S, Business Administration

Jarrod Hollis Jarrod Hollis Tallahassee, Florida Area Details
Jarrod Hollis's Professional Financial Services Experience September 2013 - Present
Job Customer Service Representative
Industry Financial Services
Experience
Professional Financial Services   September 2013 - Present
Comcast Cable  January 2013 - September 2013
Comcast Cable  June 2007 - April 2012
Chili's  March 2004 - October 2010
Blankenship & Poppell, LLC   February 2007 - April 2007
H&R Block  December 2005 - April 2006
Plantations at Killearn   March 2004 - October 2004
Chi-Chi's  May 2001 - November 2003
Greencastle Aquatic Center   May 1997 - September 2000

Skills
Financial Analysis, Program Management, Tax, Auditing, Customer Service, Financial Reporting, Financial Statements, Microsoft Excel, Invoicing, Accounting

Education
Indiana University Bloomington   1998 — 2003
Bachelor of Science, Accounting/Finance

Greencastle High School   1995 — 1998
Diploma

Kelli Crook Kelli Crook Greater Denver Area Details
Kelli Crook's Professional Financial Services Experience 2005 - 2005
Job Currently seeking a Health Informatics Internship.
Industry Hospital & Health Care
Experience
Western Surgical Care PC   August 2012 - July 2014
Palo Alto Medical Foundation  February 2011 - August 2012
Rocky Mountain Cancer Center  October 2010 - December 2010
Colorado Technical University  2005 - 2008
Professional Financial Services   2005 - 2005

Skills
EHR, Medical Coding, Medical Assisting, Surgery Scheduling, Medicine, Epic Systems, NextGen, Greenway Prime Suite EHR, Meditech, Centricity, care evolve, Microsoft Office, BLS, Direct Patient Care, Outpatient Orthopedics, Wound Care, vitals, Casting, Splinting, injections, bone marrow biopsy, Patient Education, Triage, Authorization, Prescription, referrals, ICD-9, CPT, Quality Patient Care, Medical Terminology, Specimen Collection, Telephone Triage, Medical Records, Appointment Scheduling, Medical Transcription, Medication..., HIPAA, Venipuncture, Urinalysis, Laboratory Skills, EKG, Healthcare, EMR, Clinical Research, Hospitals

Education
Western Governors University   2014 — 2015
Bachelor's Degree, Health Informatics

Front Range Community College   2010 — 2010
Associate of Applied Science, Medical/Clinical Assistant, Graduated with Honors

Colorado Technical University
Design and Visual Communications, General

Berry College
Business Administration and Management, General

Jovonnie Weeks Jovonnie Weeks Raleigh-Durham, North Carolina Area Details
Jovonnie Weeks's Professional Financial Services Experience April 2015 - Present
Job Information Technology Specialist
Industry Information Technology and Services
Experience
Professional Financial Services   April 2015 - Present
Sageworks  July 2014 - March 2015
Cree  August 2013 - June 2014
WebAssign  January 2013 - July 2013
Rent-A-Center  September 2010 - April 2011
RadioShack  May 2004 - September 2010

Skills
Microsoft Office, PeopleSoft, Access, Customer Service, Outlook, Data Analysis, Data Entry, Leadership, Microsoft Word, PowerPoint, Process Improvement, Software Documentation, Time Management, Training, Visio, Microsoft Excel, Analysis, Management

Education
Elizabeth City State University   2003 — 2008
Business Administration, Management Information Systems and Services

Elizabeth City State University   2003 — 2008
Bachelor's degree, Management Information Systems, General, 3.0

Keith Ripperton Keith Ripperton Charlotte, North Carolina Area Details
Keith Ripperton's Professional Financial Services Experience January 2010 - December 2012
Job Operations Manager at Quality Counts, LLC
Industry Financial Services
Experience
Quality Counts, LLC  December 2012 - Present
Professional Financial Services   January 2010 - December 2012
Ruby Tuesday  August 2000 - April 2009

Skills
Selling, Sales, Marketing, Time Management, Insurance, Training, Management, Customer Service, Budgets, Data Analysis

Education
Elon University
Bachelor of Science, Business Administration; Marketing

Alan Schantz Alan Schantz Cincinnati Area Details
Alan Schantz's Professional Financial Services Experience October 2004 - Present
Job Branch Manager at Professional Financial Services
Industry Financial Services
Experience
Professional Financial Services   October 2004 - Present

Skills
Credit Analysis, Managing Employees, Secured Lending

Education
Coastal Carolina University   2000 — 2004
B.S., Marketing

Andrew McGlashan Andrew McGlashan Greenville, South Carolina Details
Andrew McGlashan's Professional Financial Services Experience March 2010 - May 2012
Job Financial Analyst at Concentrix
Industry Accounting
Experience
Concentrix  October 2014 - Present
Smolski and Baker-Hudgins CPA   February 2014 - August 2014
Professional Financial Services   March 2010 - May 2012

Skills
Credit, Loans, Management, Customer Satisfaction, Analysis, Accounts Receivable, Accounting, Customer Service, Negotiation, Finance, Account Reconciliation, Financial Analysis, Corporate Finance, Investments, Portfolio Management, Microsoft Excel, Public Speaking, PowerPoint, Leadership, Social Media, Event Planning, Microsoft Word, Marketing, Marketing Strategy

Education
Clemson University   2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.6

University of North Carolina at Asheville   2013 — 2013
Bachelor's Degree, CPA Requirements

University of North Carolina at Wilmington   2007 — 2009
Bachelor of Arts (B.A.), Economics

Deonte Cargile Deonte Cargile Myrtle Beach, South Carolina Area Details
Deonte Cargile's Professional Financial Services Experience December 2014 - Present
Job Customer Service Represntative at Professional Financial
Industry Management Consulting
Experience
Professional Financial Services   December 2014 - Present
Nike  March 2014 - November 2014
Student Recreation and Convocation Center   August 2012 - November 2014

Skills
Microsoft Word, Customer Service, Microsoft Excel, Windows, Team Building, Teamwork, Management, Leadership, Team Leadership, Training, Process Improvement, Retail, Process Scheduler, Time Management

Education
Coastal Carolina University   2014 — 2015
Master of Business Administration (MBA), Business Administration, Management and Operations

Coastal Carolina University   2010 — 2014
Bachelor of Science (B.S.), Business Management

Jason Cate Jason Cate Greenville, North Carolina Area Details
Jason Cate's Professional Financial Services Experience November 2006 - Present
Job Branch Manager at Professional Financial Services
Industry Financial Services
Experience
Professional Financial Services   November 2006 - Present

Skills
Banking, Credit, Customer Service, FHA, Mortgage Lending, Sales, Loans, Strategic Planning, Team Building, Underwriting, Real Estate, New Business Development, Loan Origination, Risk Management, Credit Analysis, Portfolio Management, Investments

Education
University of South Carolina Upstate   1997 — 2001

Jason Hand Jason Hand Spartanburg, South Carolina Details
Jason Hand's Professional Financial Services Experience July 2005 - Present
Job Branch Manager at Professional Financial Services
Industry Financial Services
Experience
Professional Financial Services   July 2005 - Present

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Contract Negotiation, Account Management, New Business Development, Sales Management, Negotiation, Inventory Management, Strategic Planning

Education
University of South Carolina Upstate   2001 — 2005
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services

Candice McPhatter, MBA Candice McPhatter, MBA Charlotte, North Carolina Area Details
Candice McPhatter, MBA's Professional Financial Services Experience June 2006 - May 2008
Job Campus and Affinity Relationships Recruiting Coordinator, TIAACREF
Industry Human Resources
Experience
TIAA-CREF  May 2014 - Present
LPL Financial  2013 - May 2014
Select Staffing  2011 - 2012
Wells Fargo Advisors  January 2011 - October 2011
Lerner and Company Real Estate   April 2009 - January 2011
Metro Nashville Public Schools  March 2010 - October 2010
Chase  July 2008 - April 2009
Professional Financial Services   June 2006 - May 2008

Skills
Fluent Spanish, Human Resources, Training, Outlook, Management, Interviews, Customer Service, PeopleSoft, Teamwork, Microsoft Excel, Policy, Applicant Tracking..., Recruiting, Employee Relations, Organizational..., Talent Acquisition, Talent Management, Temporary Placement, Conflict Resolution, Performance Management, Hiring, Onboarding, Employee Benefits, Employee Training, Resume Writing, New Hire Orientations, Background Checks, Personnel Management, Staffing Services, Call Centers, Sourcing, Career Development, Succession Planning, Screening Resumes, Deferred Compensation

Education
Strayer University   2008 — 2010
MBA, Human Resource Management

University of North Carolina at Charlotte   2003 — 2006
Bachelor of Arts, International Studies/Spanish

Florida A&M University   1999 — 2003
Bachelor of Science (B.S.), International Business

King High School   1996 — 1999
High School Diploma, International Baccalaureate

Shannon Strickland Shannon Strickland Greenville, South Carolina Area Details
Shannon Strickland's Professional Financial Services Experience May 1998 - September 2001
Job Sr Underwriting Quality Assurance Coordinator Global Lending Services
Industry Financial Services
Experience
Global Lending Services  August 2008 - Present
Ford Motor Credit Company  April 2007 - August 2008
Resurgent Capital Services  December 2001 - April 2007
Professional Financial Services   May 1998 - September 2001

Skills
Credit, Customer Satisfaction, Loans, Banking, Sales Management, Financial Analysis, Credit Analysis, Finance, Consumer Lending, Mortgage Lending, Financial Services, Risk Management, Credit Risk, Portfolio Management, Underwriting, Insurance, Financial Modeling, Process Improvement, Forecasting, Mortgage Servicing, Executive Management, Loan Origination, Loan Servicing

Education
University of Phoenix   2012 — 2015
Bachelor of Science (BS), Accounting

Palmetto High School   1991 — 1995
Diploma

Jessica Wiemer Jessica Wiemer Valley City, Ohio Details
Jessica Wiemer's Professional Financial Services Experience December 2012 - March 2014
Job Branch Administrator at Konica Minolta Business Solutions U.S.A., Inc.
Industry Executive Office
Experience
Konica Minolta Business Solutions U.S.A., Inc.   April 2014 - Present
Professional Financial Services   December 2012 - March 2014
Trivs   November 2010 - December 2012
Credit Analyst  August 2008 - November 2010

Skills
Customer Service, Sales, Event Planning, Marketing, Team Building, Microsoft Office, Outlook, Budgets, Social Networking, Microsoft Excel, Microsoft Word, Customer Satisfaction, PowerPoint, Leadership, Public Speaking, Financial Reporting, Business Planning, Management, Strategic Planning, Sales Management, CRM

Education
Cleveland State University   2009 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, Labor Relations

Virginia Marti College of Art and Design   2002 — 2004
Associate's degree, Fashion Merchandising

Spence G. Maynor Jr. www.cypruspartners.com Spence G. Maynor Jr. www.cypruspartners.com Birmingham, Alabama Area Details
Spence G. Maynor Jr. www.cypruspartners.com's Professional Financial Services Experience February 2007 - November 2008
Job Land Sale Specialist at Cyprus Partners
Industry Real Estate
Experience
Cyprus Partners   2013 - Present
McWane Science Center  November 2011 - April 2012
Topia English Zone  September 2010 - September 2011
Professional Financial Services   February 2007 - November 2008

Skills
Customer Service, Debt Collection, Office Administration, Technology, Management, Loans, Credit, Small Business, Nonprofits, CRM, Finance, Leadership, Training, Fundraising, Marketing, Team Building, Networking, Strategic Planning, Interviews, Teaching, Microsoft Office

Education
University of Alabama at Birmingham   2001 — 2005
Bachelor of Science Degree, Business Management

Travis Elmore Travis Elmore Atlanta, Georgia Details
Travis Elmore's Professional Financial Services Experience January 2013 - December 2013
Job Wholesale Banking Analyst
Industry Banking
Experience
SunTrust Bank  June 2015 - Present
SunTrust Bank  December 2013 - June 2015
Professional Financial Services   January 2013 - December 2013
US Army  March 2009 - April 2010
US Army  April 2003 - October 2006

Education
University of North Georgia - Mike Cottrell College of Business   2010 — 2012
Bachelor of Business Administration (BBA), Finance, General

Jordan Turnbo Jordan Turnbo Wake Forest, North Carolina Details
Jordan Turnbo's Professional Financial Services Experience August 2013 - November 2014
Job Store Manager/Buyer at Eliza Ash Boutique
Industry Apparel & Fashion
Experience
Rodan + Fields  June 2015 - Present
Charles Schwab  June 2015 - Present
Eliza Ash Boutique   September 2012 - Present
Hostel Rocket   November 2014 - June 2015
Professional Financial Services   August 2013 - November 2014
Monkee's of Raleigh  May 2013 - August 2013
Alpha Delta Pi Sorority  December 2011 - December 2012
Nationwide Insurance  April 2010 - September 2012
Alpha Delta Pi Sorority  December 2009 - December 2011

Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, Leadership, Time Management, Microsoft Word, Social Media, Secured Loans, Teamwork, Sales, A/R Collections, Social Networking, Bankruptcy, General Insurance, Event Planning, Public Speaking, Leadership Development, Marketing, Social Media Marketing, Facebook, Communication, Research, Goal Setting, Budget Analysis, Personnel Management, Needs Analysis, Content Editing, G/L Reconciliations, Management

Education
East Carolina University   2009 — 2013
Bachelor of Science in Business Administration, Managerial Finance

Wakefield High School   2005 — 2009

April Llewellyn April Llewellyn Florence, South Carolina Details
April Llewellyn's Professional Financial Services Experience January 2004 - April 2013
Job Travel Agent at Unlimited Travel & Cruises, LLC
Industry Leisure, Travel & Tourism
Experience
Unlimited Travel   May 2015 - Present
Smith Ammons, LLC   October 2014 - February 2015
Q&A Court Reporting   May 2013 - September 2014
Professional Financial Services   January 2004 - April 2013

Skills
South Carolina Notary, Teamwork, Microsoft Office, Account Management, Troubleshooting, Microsoft Excel, Microsoft Word, Strategic Planning, Training, Legal Writing, Team Leadership, Finance, Time Management, Banking, Financial Reporting, Research, New Business Development, Customer Service, Contract Negotiation, Construction, Business Development, Team Building, Windows, Graphic Design, Editing, English, Financial Accounting, Hospitality, Sales, Social Media, Litigation, Retail, Public Relations, Organizational..., Leadership, Marketing, Management, Negotiation, Event Planning, Budgets, Customer Satisfaction, Social Media Marketing, Event Management, Social Networking, Small Business, Project Management

Education
Florence-Darlington Technical College   2000 — 2003
Associate's Degree, Cosmetology-Small Business

Wilson High School   1997 — 1999
High School

Alison Woods Alison Woods Charlotte, North Carolina Area Details
Alison Woods's Professional Financial Services Experience April 2005 - November 2006
Job Medical Sales Representative
Industry Medical Devices
Experience
Akrimax Pharmaceuticals, LLC  November 2012 - December 2013
Music City Pest Control   April 2011 - October 2012
HollisterStier Laboratories   January 2008 - March 2011
Athlon Pharmaceuticals  December 2006 - November 2007
Professional Financial Services   April 2005 - November 2006
A1 Cleaning   April 2000 - March 2005

Skills
Consultative Sales..., Accomplished Sales..., Pharmaceutical Sales, Sales Force Development, Management, ENT, Sales Effectiveness, Endocrinology, Medical Devices, Sales Operations, Sales, Product Development, Cold Calling, Managed Care, Negotiation, Selling, Pharmaceutical Industry, Product Launch, Direct Sales, Cardiology, Pain Management, Allergy, Sales Process, Selling Skills, Hospital Sales, Marketing

Education
Middle Tennessee State University   2001 — 2004
B.S., Business / Marketing Major GPA: 3.0, • Self-financed expenses through college, Marketing

Michael Elpern Michael Elpern Greater New York City Area Details
Michael Elpern's Professional Financial Services Experience 2001 - 2002
Job CFO/ CCO at Miller Buckfire & Co., LLC
Industry Investment Banking
Experience
Miller Buckfire & Co., LLC   July 2002 - Present
Professional Financial Services   2001 - 2002
goRefer.com   2000 - 2001
TradeWeb LLC  1997 - 1999
Banque Nationale de Paris  1984 - 1997
Marriott Corporation  1975 - 1983
Public Accounting  1968 - 1971

Skills
FINRA Certifications:..., Financial Reporting, Accounting, Finance, Financial Modeling, FINRA, Start-ups, Tax, SEC, Broker-Dealer, Budgets, Cash Flow Forecasting, AML, Valuation

Education
Penn State University   1964 — 1968
Bachelor of Science (BS), Accounting

Anais Perez Anais Perez Miami/Fort Lauderdale Area Details
Anais Perez's Professional Financial Services Experience February 2010 - September 2014
Job Assurance Associate at PwC
Industry Accounting
Experience
PwC  September 2014 - Present
Professional Financial Services   February 2010 - September 2014
PwC  January 2013 - April 2013
Miami Children's Hospital  May 2007 - November 2012
ALPFA FIU  December 2011 - May 2012
Marathon Oil Corporation  May 2011 - August 2011
Miami Children's Museum  December 2007 - February 2010

Skills
Microsoft Excel, Peachtree, QuickBooks, Account Reconciliation, Payroll, Invoicing, Data Entry, SAP, Bank Reconciliation, Customer Service, Journal Entries, Software Documentation, Management, Accounting, PowerPoint, Microsoft Word, Outlook, Tax Preparation, Access, Microsoft Office, Financial Reporting, Accounts Receivable

Education
Florida International University   2013 — 2014
Master's degree, Accounting

Florida International University   2009 — 2012
Bachelor of Arts, Accounting

Kyle Lynn Kyle Lynn Greenwood, Indiana Details
Kyle Lynn's Professional Financial Services Experience February 2014 - Present
Job Customer Service Representative at Professional Financial Services
Industry Automotive
Experience
Professional Financial Services   February 2014 - Present
Comcast  2010 - 2013
Indiana University School of Dentistry  November 2002 - March 2010

Skills
Automotive Sales, Customer Service, Customer Oriented, Sales, Customer Support, Following Up, Follow Through, Close Attention to..., Dealers

Education
University of Phoenix   2013 — 2015
Associates of Arts in Business Management

AutoSTS training   2013 — 2013
Automotive Sales

Arlington High School   1997 — 2001
High School Diploma

Kelli Crook Kelli Crook Greater Denver Area Details
Kelli Crook's Professional Financial Services Experience June 2005 - November 2005
Job Medical Assistant
Industry Hospital & Health Care
Experience
Kaplan College  July 2008 - January 2009
Colorado Technical University  November 2005 - July 2008
Professional Financial Services   June 2005 - November 2005
Lazy Dog Sports Bar/Naked Fish   July 2003 - April 2005
AT&T  February 2002 - December 2002
Applebee's Bar & Grill   February 2001 - April 2002
MGS Mechanical, Inc   May 1998 - January 1999
South Holly Physical Therapy   January 1997 - October 1997

Education
Front Range Community College   2009 — 2010
Associates, Medical

Colorado Technical University   2006 — 2007
Bach, Grapic Design

Boulder College of Massage Therapy   2003 — 2004
Massage Techniques

Berry College   1998 — 2001
Business, Art

Amber Giles Amber Giles Savannah, Georgia Area Details
Amber Giles's Professional Financial Services Experience May 2004 - Present
Job Senior Corporate Training Specialist Professional Financial Services
Industry Financial Services
Experience
Security Finance  January 2015 - Present
Professional Financial Services   May 2004 - Present

Skills
Budgets, Coaching, Credit, Customer Satisfaction, Customer Service, Employee Relations, Employee Training, Finance, Human Resources, Leadership, Leadership Development, Loans, Management, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Onboarding, PowerPoint, Recruiting, Sales, Strategic Planning, Talent Acquisition, Team Building, Training

Education
University of South Carolina Upstate   2000 — 2004
BA, Communication - Journalism and PR

Josh Cavender Josh Cavender Alabaster, Alabama Details
Josh Cavender's Professional Financial Services Experience January 2008 - March 2012
Job Consumer Loan Underwriter II with Wells Fargo Dealer Services
Industry Banking
Experience
Wells Fargo  September 2014 - Present
Wells Fargo Home Mortgage  March 2012 - Present
Professional Financial Services   January 2008 - March 2012
Starbucks  January 2006 - December 2007
CompBenefits  May 2007 - August 2007

Skills
Mortgage Lending, Loans, Credit, Banking, Mortgage Banking, Credit Analysis, Loan Origination, Refinance, FHA, Residential Mortgages, Credit Risk, Consumer Lending, Underwriting, Retail Banking, Commercial Lending, Financial Analysis, Risk Management, Commercial Banking, FHA financing

Education
Georgia Southern University   2003 — 2007
Bachelor's Degree, Marketing

Treven Ayers, MA, CFS, CFP(R) Treven Ayers, MA, CFS, CFP(R) Charlotte, North Carolina Area Details
Treven Ayers, MA, CFS, CFP(R)'s Professional Financial Services Experience April 1996 - December 1999
Job Chief Investment Officer of ClearView Wealth Mgmt
Industry Investment Management
Experience
Clearview Wealth Management (Charlotte, NC)   March 2013 - Present
Rinehart Wealth Management  December 1999 - February 2013
Professional Financial Services   April 1996 - December 1999

Skills
Wealth Management, Portfolio Management, Mutual Funds, Investments, ETFs, Bonds, Financial Services, Portfolio Optimization, Stocks, Investment Research, Stock Picking, Institutional, Pension Funds, Retirement Planning, Asset Allocation, Investment Strategies, Alternative Investments, Investment Management, Investment Advisory, Wealth Management..., High Net Worth..., Asset Management, Equities, Fixed Income, Financial Planning, Securities

Education
University of South Carolina-Columbia   1991 — 1993
Masters, Economics

University of South Carolina-Columbia   1987 — 1991
BA, Economics + English minor

Randolph High   1983 — 1987

Douglas Bisio Douglas Bisio Greenwich, Connecticut Details
Douglas Bisio's Professional Financial Services Experience July 2002 - May 2005
Job President, Greenwich Fund Services
Industry Investment Management
Experience
Greenwich Fund Services   October 2009 - Present
Lane Capital Markets   May 2009 - November 2011
Sands Brothers Asset Management   October 2005 - October 2009
Professional Financial Services   July 2002 - May 2005
Various Companies  February 1998 - July 2002
JP Morgan  1997 - 1998
MBNA America  July 1995 - February 1997

Skills
63 Licenses, Hedge Funds, Investments, Series 7, Asset, Venture Capital, Investment Advisory, Alternative Investments, Asset Management, Financial Analysis, Private Equity, Compliance, Risk Management, Accounting, Credit, Equities, Corporate Finance, Negotiation, Administration, Asset Managment, Finance, Options

Education
University of Vermont   1992 — 1995
BS, Business Administration with a Concentration in International Finance

Rollins College   1990 — 1992
Transfered, Economics, 3.5

Nanda Jones, CRMA Nanda Jones, CRMA Raleigh-Durham, North Carolina Area Details
Nanda Jones, CRMA's Professional Financial Services Experience June 2004 - December 2005
Job AVP, Compliance Officer at First Citizens Bank
Industry Banking
Experience
First Citizens Bank  August 2015 - Present
First Citizens Bank  August 2010 - July 2015
First Citizens Bank  August 2008 - August 2010
First Citizens Bank  January 2007 - July 2008
First Citizens Bank  January 2006 - January 2007
Professional Financial Services   June 2004 - December 2005

Skills
Risk Management, Credit, Financial Analysis, Banking, Internal Audit, Financial Reporting, Internal Controls, Loans, Cash Management, Auditing, Regulatory Compliance, Wealth Management, Sarbanes-Oxley Act, Flood Insurance, Enterprise Risk...

Education
University of North Carolina at Wilmington   2000 — 2004
Bachelor of Science, Business Administration, Finance

Matt Widerman Matt Widerman Charlotte, North Carolina Area Details
Matt Widerman's Professional Financial Services Experience April 2005 - Present
Job Manager at Professional Financial Services
Industry Financial Services
Experience
Professional Financial Services   April 2005 - Present

Skills
Business Development, Process Improvement, Risk Management, Strategic Planning, Management, Budgets, Strategy, Customer Service, Investments, Team Building, Sales, Financial Modeling, Financial Analysis, Finance, Portfolio Management

Education
Elon University   1999 — 2003
Bachelor of Arts, Political Science and International Studies

Gina Morton Gina Morton Greater Philadelphia Area Details
Gina Morton's Professional Financial Services Experience January 2003 - December 2007
Job Payroll Manager at Qlik
Industry Information Technology and Services
Experience
Qlik  February 2015 - Present
ARC Advisors LLC   April 2014 - January 2015
BioScrip  January 2008 - April 2014
Professional Financial Services   January 2003 - December 2007
Jones New York  November 1999 - September 2001
Pierce Leahy Archives  August 1996 - November 1999
ADP  1992 - 1996

Skills
HRIS, Payroll, Benefits Administration, Performance Management, Employee Relations, Sarbanes-Oxley Act, Employee Benefits, ADP Payroll, Deferred Compensation, Human Resources, Process Improvement, Management, Onboarding, Talent Management, Customer Service, Personnel Management, Training, Microsoft Excel

Education
Temple University - Fox School of Business and Management   1989 — 1992
BS, Management

La Salle University - School of Business Administration   1988 — 1989
Management

Gabby Ramirez Gabby Ramirez Greater Los Angeles Area Details
Gabby Ramirez's Professional Financial Services Experience April 2009 - 2012
Job Executive at Gabby Ramirez Accounting & Payroll Services
Industry Financial Services
Experience
Gabby Ramirez Accounting & Payroll Services   January 2012 - Present
Professional Financial Services   April 2009 - 2012

Skills
Financial Analysis, Corporate Finance, MIS, Team Management, Business Analysis, Business Strategy, Microsoft Excel, Equities, Capital Markets, Investments, Portfolio Management, Microsoft Office, Strategic Planning, Financial Statements, Accounting Applications, Certified Payroll

Education
California State University-Long Beach   2002 — 2008
BS, Business Administration in Finance

Alanna Maddox Alanna Maddox Fayetteville, North Carolina Area Details
Alanna Maddox's Professional Financial Services Experience May 2013 - June 2014
Job Corporate Recruiter at Alliance Careers
Industry Staffing and Recruiting
Experience
Alliance Careers  2014 - Present
Professional Financial Services   May 2013 - June 2014
West LA Ice Service   August 2011 - February 2013
The Law Office of Jeffrey E. Radford   August 2009 - May 2010
Cape Fear Formal Wear   January 2008 - August 2009
Moore & Alphin, PLLCPrepared settlement statements and legal documents for homebuyer closings and ma   September 2003 - December 2007

Skills
Microsoft Office, Customer Service, Volunteer Management, Public Speaking, Army, Military, Social Media, Management, Microsoft Excel, PowerPoint, Team Leadership, Event Planning, Security Clearance, Leadership, Human Resources, Payroll, Training

Education
Minnesota State University, Mankato   1999 — 2003
Bachelor of Science (B.S.), Corrections

Michelle Barstad Michelle Barstad Helena, Montana Details
Michelle Barstad's Professional Financial Services Experience December 1986 - September 1988
Job Executive Director at Montana Facility Finance Authority
Industry Financial Services
Experience
Montana Facility Finance Authority   Bond Program OfficerMontana Board of Investments1992 - 1997
Professional Financial Services   December 1986 - September 1988
Scofield Broadcasting   1982 - 1986

Skills
Strategic Planning, Capital Markets, Nonprofits, Fixed Income, Investments, Investment Banking, Financial Analysis, Public Speaking, Financial Modeling, Asset Management, Leadership, Public Relations, Risk Management, Program Development, Entrepreneurship, Due Diligence, Business Strategy

Education
University of Montana   2001 — 2004
MBA

North Dakota State University   1978 — 1982
Bachelor's degree

Brett Madison Brett Madison Greater Atlanta Area Details
Brett Madison's Professional Financial Services Experience February 2003 - July 2010
Job
Industry Financial Services
Experience
Professional Financial Services   February 2003 - July 2010

Skills
Loans

Education
The University of Georgia   1993 — 1996
Bachelor of Arts, Political Science and Government

Savannah Country Day   1988 — 1991

Morgan Latham Morgan Latham Newport News, Virginia Details
Morgan Latham's Professional Financial Services Experience October 2010 - Present
Job Assistant Manager at Professional Financial Services
Industry Financial Services
Experience
Professional Financial Services   October 2010 - Present

Skills
Communication, Organization Skills, Able to manage several..., Efficient with..., Business Relationship..., Personnel Management, Experienced Sales..., Customer Service...

Education
Saint Leo University   2010 — 2016
To be conferred May 2016, Business Administration and Management, General