Prospera Financial
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Prospera Financial Employees
Employee
Years
Job
Industry
Paige Warner Paige Warner's Prospera Financial Experience May 2013 - July 2013
Job Sales Representative at E. & J. Gallo Winery
Industry Marketing and Advertising
Experience
E. & J. Gallo Winery May 2015 - Present
Oklahoma State University November 2013 - December 2014
Nerium International November 2013 - March 2014
Prospera Financial May 2013 - July 2013
Supreme Golf June 2012 - August 2012
Sonic Drive-In May 2010 - August 2011
Warner Brothers Lawn Service May 2007 - August 2011
Skills
PowerPoint, Restaurants, Time Management, Customer Service, Facebook, Sales, Social Media, Marketing, Microsoft Office, Microsoft Excel, Inventory Management, Microsoft Word, Event Planning, Public Relations, Advertising, Teamwork, Public Speaking, Social Media Marketing, Event Management, Social Networking, Training, Team Leadership, Retail, Research, Budgets, English, Hospitality, InDesign, Leadership, Market Research, Marketing Communications, Marketing Strategy, Outlook, Photoshop, Merchandising, Team Involvement, Hardwork, Leadership Development, Friendly Personality, Customer Satisfaction, Marketing Research, People Skills, Fundraising, Management, Team Building
Education
Oklahoma State University 2011 — 2015
Bachelor's degree, Marketing, 3.86
Oklahoma State University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing
E. & J. Gallo Winery May 2015 - Present
Oklahoma State University November 2013 - December 2014
Nerium International November 2013 - March 2014
Prospera Financial May 2013 - July 2013
Supreme Golf June 2012 - August 2012
Sonic Drive-In May 2010 - August 2011
Warner Brothers Lawn Service May 2007 - August 2011
Skills
PowerPoint, Restaurants, Time Management, Customer Service, Facebook, Sales, Social Media, Marketing, Microsoft Office, Microsoft Excel, Inventory Management, Microsoft Word, Event Planning, Public Relations, Advertising, Teamwork, Public Speaking, Social Media Marketing, Event Management, Social Networking, Training, Team Leadership, Retail, Research, Budgets, English, Hospitality, InDesign, Leadership, Market Research, Marketing Communications, Marketing Strategy, Outlook, Photoshop, Merchandising, Team Involvement, Hardwork, Leadership Development, Friendly Personality, Customer Satisfaction, Marketing Research, People Skills, Fundraising, Management, Team Building
Education
Oklahoma State University 2011 — 2015
Bachelor's degree, Marketing, 3.86
Oklahoma State University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing
Bryan Waldrop Bryan Waldrop's Prospera Financial Experience August 2014 - Present
Job IT Support Coordinator at Prospera Financial
Industry Computer Games
Experience
Prospera Financial August 2014 - Present
Micro Center December 2012 - June 2013
Fry's Electronics May 2012 - September 2012
Skills
Sound Design, Sound Editing, Photoshop, Music Production, Ableton Live, Pro Tools, Sound, Autodesk Software, Unreal Editor, Unity3D, Video Production, Premiere, Level Design, Web Design, Microsoft Office, C++, OS X, Customer Service, JavaScript, Windows
Education
The University of Texas at Dallas 2009 — 2013
Bachelor's degree, Arts and Technology
Prospera Financial August 2014 - Present
Micro Center December 2012 - June 2013
Fry's Electronics May 2012 - September 2012
Skills
Sound Design, Sound Editing, Photoshop, Music Production, Ableton Live, Pro Tools, Sound, Autodesk Software, Unreal Editor, Unity3D, Video Production, Premiere, Level Design, Web Design, Microsoft Office, C++, OS X, Customer Service, JavaScript, Windows
Education
The University of Texas at Dallas 2009 — 2013
Bachelor's degree, Arts and Technology
Will Stringer Will Stringer's Prospera Financial Experience May 2011 - August 2011
Job Financial Analyst at Cockrell Interests, Inc.
Industry Investment Banking
Experience
Cockrell Interests, Inc. September 2015 - Present
Bank of America Merrill Lynch July 2014 - August 2015
Dos Rios Partners January 2014 - May 2014
Bank of America Merrill Lynch June 2013 - August 2013
Stream Realty Partners June 2012 - September 2012
Prospera Financial May 2011 - August 2011
Skills
Microsoft Office, Event Planning, iMovie, Triathlon, Fishing, Poker, Snowboarding, Ski
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
BBA, Finance, Business Honors
Cockrell Interests, Inc. September 2015 - Present
Bank of America Merrill Lynch July 2014 - August 2015
Dos Rios Partners January 2014 - May 2014
Bank of America Merrill Lynch June 2013 - August 2013
Stream Realty Partners June 2012 - September 2012
Prospera Financial May 2011 - August 2011
Skills
Microsoft Office, Event Planning, iMovie, Triathlon, Fishing, Poker, Snowboarding, Ski
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
BBA, Finance, Business Honors
Janis Thomas Janis Thomas's Prospera Financial Experience 2001 - 2003
Job Account Management and Business Development
Industry Financial Services
Experience
Bank of Montreal December 2005 - Present
Greenfoot Global Technologies April 2011 - May 2012
Prospera Financial 2001 - 2003
TD Canada Trust 1990 - 2000
Skills
Portfolio Management, Corporate Finance, Mutual Funds, Investments, Credit, Customer Service, Marketing, Team Building, Coaching, Advertising
Education
Douglas College
Sprott Shaw College
Bank of Montreal December 2005 - Present
Greenfoot Global Technologies April 2011 - May 2012
Prospera Financial 2001 - 2003
TD Canada Trust 1990 - 2000
Skills
Portfolio Management, Corporate Finance, Mutual Funds, Investments, Credit, Customer Service, Marketing, Team Building, Coaching, Advertising
Education
Douglas College
Sprott Shaw College
Frank Teers Frank Teers's Prospera Financial Experience February 2001 - March 2002
Job Motorcycle Sales Associate at HarleyDavidson Motorcycle Sales
Industry Automotive
Experience
Harley-Davidson Motorcycle Sales July 2009 - Present
Tri-Star Financial August 2003 - May 2009
Oxford Financial Group, Ltd. March 2002 - August 2003
Prospera Financial February 2001 - March 2002
Dain Rauscher January 1999 - February 2001
Tri-Star Financial/MJ Whitman August 1992 - January 1999
Mirex Corporation January 1989 - July 1990
Skills
Customer Service, Microsoft Office, Word, PowerPoint, Retail, Customer Relations, Outlook, Social Media, Teamwork, Event Planning, Advertising, Facebook, Data Entry, Public Relations, Negotiation, Selling, Telephone Skills, Public Speaking, Sales Management, Social Media Marketing, Writing, Cold Calling, Social Networking, Automotive Sales, Press Releases
Education
University of Houston 1986 — 1988
N/A, Marketing
USMC/USN Aviation, Aviation Ordnance, TPL Library Control, Aircraft Paint and Corrosion Control 1980 — 1984
Technical Certifications, Aviation Ordnance and Aircraft Maintenance
Alief Independent School District, Alief, TX 1970 — 1980
Harley-Davidson Motorcycle Sales July 2009 - Present
Tri-Star Financial August 2003 - May 2009
Oxford Financial Group, Ltd. March 2002 - August 2003
Prospera Financial February 2001 - March 2002
Dain Rauscher January 1999 - February 2001
Tri-Star Financial/MJ Whitman August 1992 - January 1999
Mirex Corporation January 1989 - July 1990
Skills
Customer Service, Microsoft Office, Word, PowerPoint, Retail, Customer Relations, Outlook, Social Media, Teamwork, Event Planning, Advertising, Facebook, Data Entry, Public Relations, Negotiation, Selling, Telephone Skills, Public Speaking, Sales Management, Social Media Marketing, Writing, Cold Calling, Social Networking, Automotive Sales, Press Releases
Education
University of Houston 1986 — 1988
N/A, Marketing
USMC/USN Aviation, Aviation Ordnance, TPL Library Control, Aircraft Paint and Corrosion Control 1980 — 1984
Technical Certifications, Aviation Ordnance and Aircraft Maintenance
Alief Independent School District, Alief, TX 1970 — 1980
John (Keegan) Reap John (Keegan) Reap's Prospera Financial Experience June 2011 - August 2011
Job Software Developer at ExamSoft Worldwide Inc.
Industry Computer Software
Experience
ExamSoft Worldwide, Inc. August 2014 - Present
Orbit Micro Corporation September 2013 - November 2013
Londoner Pub and Grill June 2013 - August 2013
Prospera Financial June 2011 - August 2011
Skills
Java, Windows, C#, Teamwork, Software Project..., Time Management, Team Leadership, XNA, Visual C#, Learning Quickly, Get Along Well with..., Data Entry, Microsoft Excel, Databases, Microsoft Office
Education
The University of Texas at Dallas 2010 — 2014
Bachelor of Engineering (BEng), Computer Software Engineering
ExamSoft Worldwide, Inc. August 2014 - Present
Orbit Micro Corporation September 2013 - November 2013
Londoner Pub and Grill June 2013 - August 2013
Prospera Financial June 2011 - August 2011
Skills
Java, Windows, C#, Teamwork, Software Project..., Time Management, Team Leadership, XNA, Visual C#, Learning Quickly, Get Along Well with..., Data Entry, Microsoft Excel, Databases, Microsoft Office
Education
The University of Texas at Dallas 2010 — 2014
Bachelor of Engineering (BEng), Computer Software Engineering
Zack Waters Zack Waters's Prospera Financial Experience June 2012 - August 2012
Job Assurance Staff I at TravisWolff
Industry Accounting
Experience
TravisWolff September 2014 - Present
Trinity Industries June 2013 - August 2013
Prospera Financial June 2012 - August 2012
C.H. Robinson June 2011 - August 2011
Skills
Accounting, Microsoft Excel
Education
University of Arkansas 2009 — 2014
Masters of Accountancy and Bachelor's in Accounting, Graduate Student
TravisWolff September 2014 - Present
Trinity Industries June 2013 - August 2013
Prospera Financial June 2012 - August 2012
C.H. Robinson June 2011 - August 2011
Skills
Accounting, Microsoft Excel
Education
University of Arkansas 2009 — 2014
Masters of Accountancy and Bachelor's in Accounting, Graduate Student
Lacretia Nicole Marsh, CFP® Lacretia Nicole Marsh, CFP®'s Prospera Financial Experience February 2015 - Present
Job Account ManagerAdvisor Marketing and Communications at Prospera Financial
Industry Financial Services
Experience
Prospera Financial February 2015 - Present
GuideStone Financial Resources January 2014 - February 2015
GuideStone Financial Resources August 2010 - December 2013
GuideStone Financial Resources April 2006 - August 2010
Honda Financial Services July 2005 - April 2006
Honda Financial Services January 2005 - July 2005
Skills
Investments, Insurance, Real Estate, Financial Services, Financial Analysis, Retirement Planning, Valuation, Mutual Funds, Portfolio Management, Customer Service, Retirement, Strategic Financial..., Marketing, Project Management, Sales Management, Sales, Leadership, Strategic Planning, Microsoft Office, Microsoft Excel, Public Speaking
Education
Baylor University 2000 — 2004
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Prospera Financial February 2015 - Present
GuideStone Financial Resources January 2014 - February 2015
GuideStone Financial Resources August 2010 - December 2013
GuideStone Financial Resources April 2006 - August 2010
Honda Financial Services July 2005 - April 2006
Honda Financial Services January 2005 - July 2005
Skills
Investments, Insurance, Real Estate, Financial Services, Financial Analysis, Retirement Planning, Valuation, Mutual Funds, Portfolio Management, Customer Service, Retirement, Strategic Financial..., Marketing, Project Management, Sales Management, Sales, Leadership, Strategic Planning, Microsoft Office, Microsoft Excel, Public Speaking
Education
Baylor University 2000 — 2004
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Cary Glantz's Prospera Financial Experience October 2008 - January 2012
Job Financial Advisor at Waits Financial Group
Industry Financial Services
Experience
Waits Financial Group January 2012 - Present
Prospera Financial October 2008 - January 2012
Skills
Series 7, Investment Advisory, Retirement Planning, Portfolio Management, Asset Allocation, Bonds, Series 63, Wealth Management, Financial Planning, Investments, Asset Management, Insurance, Mutual Funds, Annuities, Saving for Education, Long Term Care, Securities, Financial Advisory, Equities, IRA's, Financial Advice, Series 65, Fixed Income, FINRA, Life Insurance, Retirement, Wealth Management...
Education
Kingborough Community College
Associate of Arts (AA), Business Administration and Management, General
University of North Texas
Business Administration and Management, General
Waits Financial Group January 2012 - Present
Prospera Financial October 2008 - January 2012
Skills
Series 7, Investment Advisory, Retirement Planning, Portfolio Management, Asset Allocation, Bonds, Series 63, Wealth Management, Financial Planning, Investments, Asset Management, Insurance, Mutual Funds, Annuities, Saving for Education, Long Term Care, Securities, Financial Advisory, Equities, IRA's, Financial Advice, Series 65, Fixed Income, FINRA, Life Insurance, Retirement, Wealth Management...
Education
Kingborough Community College
Associate of Arts (AA), Business Administration and Management, General
University of North Texas
Business Administration and Management, General
Aimee Ybanez Aimee Ybanez's Prospera Financial Experience May 2004 - January 2006
Job Client Relations Supervisor
Industry Automotive
Experience
ARI April 2013 - Present
Rennhack Marketing Services October 2009 - April 2013
Rennhack Marketing Services June 2008 - October 2009
Rennhack Marketing Services July 2006 - June 2008
Big Shot Promotions September 2005 - January 2006
Prospera Financial May 2004 - January 2006
Vector May 2003 - August 2003
Skills
Account Management, Marketing Communications, Direct Marketing, Social Media Marketing, Advertising, B2B, Online Marketing, Market Research, Project Management, Customer Service, Marketing, Email Marketing, Sales, Sales Management
Education
Southwestern University 2002 — 2006
Bachelor's degree, Communications
Grapevine High School
ARI April 2013 - Present
Rennhack Marketing Services October 2009 - April 2013
Rennhack Marketing Services June 2008 - October 2009
Rennhack Marketing Services July 2006 - June 2008
Big Shot Promotions September 2005 - January 2006
Prospera Financial May 2004 - January 2006
Vector May 2003 - August 2003
Skills
Account Management, Marketing Communications, Direct Marketing, Social Media Marketing, Advertising, B2B, Online Marketing, Market Research, Project Management, Customer Service, Marketing, Email Marketing, Sales, Sales Management
Education
Southwestern University 2002 — 2006
Bachelor's degree, Communications
Grapevine High School
Hilary Pluemer Hilary Pluemer's Prospera Financial Experience March 2015 - Present
Job Director at Prospera Financial
Industry Financial Services
Experience
Prospera Financial March 2015 - Present
Method, LLC January 2000 - March 2015
H.D. Vest, Investment Securities, Inc. September 1988 - January 2000
Skills
Strategic Financial...
Education
American College 1994 — 1995
MSM, Financial Management
The University of Texas at Austin - Red McCombs School of Business 1983 — 1987
Prospera Financial March 2015 - Present
Method, LLC January 2000 - March 2015
H.D. Vest, Investment Securities, Inc. September 1988 - January 2000
Skills
Strategic Financial...
Education
American College 1994 — 1995
MSM, Financial Management
The University of Texas at Austin - Red McCombs School of Business 1983 — 1987
Katherine Chandler Katherine Chandler's Prospera Financial Experience April 2013 - Present
Job Operations Specialist at Prospera Financial
Industry Financial Services
Experience
Prospera Financial April 2013 - Present
Boy Scouts of America- Temp April 2012 - April 2013
Dallas Regional Chamber July 2011 - December 2011
Dallas Regional Chamber February 2011 - July 2011
Walt Disney World August 2010 - January 2011
Skills
Customer Service, Marketing, Management
Education
Texas A&M University 2006 — 2010
B.S., Political Science
Prospera Financial April 2013 - Present
Boy Scouts of America- Temp April 2012 - April 2013
Dallas Regional Chamber July 2011 - December 2011
Dallas Regional Chamber February 2011 - July 2011
Walt Disney World August 2010 - January 2011
Skills
Customer Service, Marketing, Management
Education
Texas A&M University 2006 — 2010
B.S., Political Science
George Lollis George Lollis's Prospera Financial Experience November 2003 - Present
Job Managing Partner at Accredited Fiduciary Advisors, LLC
Industry Investment Management
Experience
Accredited Fiduciary Advisors, LLC March 2015 - Present
Prospera Financial November 2003 - Present
UBS Wealth Management April 1999 - December 2003
Merrill Lynch December 1990 - March 1999
IFP, Incorporated February 1988 - October 1990
WPRC Securities, Inc November 1984 - March 1988
MGA Securities November 1983 - March 1984
Skills
Fiduciary Services, Investment Advisory, Investment Strategies, Asset Management, Asset Allocation, Financial Planning, Financial Analysis, Financial Services, Fiduciary Audit, Valuation, Wealth Management
Education
Dallas Baptist University
Bachelor of Business Studies, Finance, Magnum Cum Laude
Accredited Fiduciary Advisors, LLC March 2015 - Present
Prospera Financial November 2003 - Present
UBS Wealth Management April 1999 - December 2003
Merrill Lynch December 1990 - March 1999
IFP, Incorporated February 1988 - October 1990
WPRC Securities, Inc November 1984 - March 1988
MGA Securities November 1983 - March 1984
Skills
Fiduciary Services, Investment Advisory, Investment Strategies, Asset Management, Asset Allocation, Financial Planning, Financial Analysis, Financial Services, Fiduciary Audit, Valuation, Wealth Management
Education
Dallas Baptist University
Bachelor of Business Studies, Finance, Magnum Cum Laude
Robert Risk Robert Risk's Prospera Financial Experience 2013 - 2014
Job Financial Services Professional
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company September 2014 - Present
Prospera Financial 2013 - 2014
Skills
Finance, Corporate Finance, Consulting, Economics, Microsoft Excel, Research, Long-term Customer..., Microsoft Office, Team Management, Financial Analysis, Financial Services, Investments, Event Planning, Accounting
Education
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
The Ayco Company, L.P., a Goldman Sachs Company September 2014 - Present
Prospera Financial 2013 - 2014
Skills
Finance, Corporate Finance, Consulting, Economics, Microsoft Excel, Research, Long-term Customer..., Microsoft Office, Team Management, Financial Analysis, Financial Services, Investments, Event Planning, Accounting
Education
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Jerry Klusener Jerry Klusener's Prospera Financial Experience May 2011 - Present
Job Certified Financial Planner at Prospera Financial
Industry Financial Services
Experience
Prospera Financial May 2011 - Present
UMB Bank June 2001 - May 2011
Bank of Oklahoma 1999 - 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Negotiation, Investments, Finance, Financial Planning
Education
West Texas A&M University 2014 — 2015
Current Masters of Science degree student, Finance and Economics, 3.6 GPA
Northwest Missouri State University 2013 — 2014
Graduate Finance & Economics Coursework, 3.5 GPA
Drury University 1988 — 1992
Bachelor's Degree, Business/Commerce, General, 3.4 GPA
Prospera Financial May 2011 - Present
UMB Bank June 2001 - May 2011
Bank of Oklahoma 1999 - 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Negotiation, Investments, Finance, Financial Planning
Education
West Texas A&M University 2014 — 2015
Current Masters of Science degree student, Finance and Economics, 3.6 GPA
Northwest Missouri State University 2013 — 2014
Graduate Finance & Economics Coursework, 3.5 GPA
Drury University 1988 — 1992
Bachelor's Degree, Business/Commerce, General, 3.4 GPA
Clayton F. Warner's Prospera Financial Experience May 2012 - August 2012
Job Sales Associate at Arthrex | Pylant Medical
Industry Medical Devices
Experience
Arthrex May 2015 - Present
Texas Republic Capital February 2014 - April 2015
Republic National Distributing Company May 2013 - August 2013
Prospera Financial May 2012 - August 2012
Warner Bros Lawn Service March 2005 - August 2010
Skills
Direct Sales, Marketing, Sales, Sales Operations, Sales Management, Pricing, New Business Development, B2B, Business Strategy, Business Process..., Sales Process, Account Management, Market Planning, Salesforce.com, Business Development, Sales Presentations, Marketing Communications, Market Research, Key Account Management, New Business Generation, Negotiation, Selling, Cold Calling
Education
Oklahoma State University 2011 — 2014
Marketing
Arthrex May 2015 - Present
Texas Republic Capital February 2014 - April 2015
Republic National Distributing Company May 2013 - August 2013
Prospera Financial May 2012 - August 2012
Warner Bros Lawn Service March 2005 - August 2010
Skills
Direct Sales, Marketing, Sales, Sales Operations, Sales Management, Pricing, New Business Development, B2B, Business Strategy, Business Process..., Sales Process, Account Management, Market Planning, Salesforce.com, Business Development, Sales Presentations, Marketing Communications, Market Research, Key Account Management, New Business Generation, Negotiation, Selling, Cold Calling
Education
Oklahoma State University 2011 — 2014
Marketing
Karen Floyd Karen Floyd's Prospera Financial Experience April 2002 - November 2002
Job
Industry Financial Services
Experience
TD Ameritrade Institutional November 2012 - April 2014
Wells Fargo Advisors January 2012 - November 2012
Wells Fargo Advisors February 2009 - December 2011
Wells Fargo Advisors (formerly Wachovia & AG Edwards) February 2003 - February 2009
Prospera Financial April 2002 - November 2002
Salomon Smith Barney May 2000 - March 2002
A.G. Edwards & Sons, Inc. March 1995 - May 2000
Skills
Business Communications, Compliance Review, Project Management, Event Planning, Strong Interpersonal..., Business Tool..., Change Management, Highly detail oriented, Budget Management, Business Development, Wealth Management
Education
Baylor University
Oral Communications
Henderson State University
Bachelor of Business Administration (BBA), Business Administration and Management, General
TD Ameritrade Institutional November 2012 - April 2014
Wells Fargo Advisors January 2012 - November 2012
Wells Fargo Advisors February 2009 - December 2011
Wells Fargo Advisors (formerly Wachovia & AG Edwards) February 2003 - February 2009
Prospera Financial April 2002 - November 2002
Salomon Smith Barney May 2000 - March 2002
A.G. Edwards & Sons, Inc. March 1995 - May 2000
Skills
Business Communications, Compliance Review, Project Management, Event Planning, Strong Interpersonal..., Business Tool..., Change Management, Highly detail oriented, Budget Management, Business Development, Wealth Management
Education
Baylor University
Oral Communications
Henderson State University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Andrew Puryear, CFA's Prospera Financial Experience October 2006 - July 2008
Job UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management November 2011 - Present
Bernstein Global Wealth Management July 2008 - November 2011
Prospera Financial October 2006 - July 2008
Education
Southern Methodist University - Cox School of Business 2010 — 2012
MBA, Finance
Baylor University 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Baylor University - Hankamer School of Business 2002 — 2006
Finance, Finance
UBS Wealth Management November 2011 - Present
Bernstein Global Wealth Management July 2008 - November 2011
Prospera Financial October 2006 - July 2008
Education
Southern Methodist University - Cox School of Business 2010 — 2012
MBA, Finance
Baylor University 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Baylor University - Hankamer School of Business 2002 — 2006
Finance, Finance
Jed Kutzen's Prospera Financial Experience June 2014 - Present
Job Wealth Advisor at Prospera Financial
Industry Financial Services
Experience
Prospera Financial June 2014 - Present
Kutzen Financial December 2012 - Present
LPL Financial Services August 2005 - June 2014
Shepherd Financial Partners January 2011 - December 2012
FundQuest 1999 - 2005
Manulife 1998 - 1999
Skills
Wealth Management, Series 7, Financial Services, Securities, Portfolio Management, Finance, Wealth, Mutual Funds, Investments, Wealth Management..., Series 63, Asset Allocation, Asset Management, Alternative Investments
Education
Union College 1994 — 1998
Bachelor's degree, Economics
Prospera Financial June 2014 - Present
Kutzen Financial December 2012 - Present
LPL Financial Services August 2005 - June 2014
Shepherd Financial Partners January 2011 - December 2012
FundQuest 1999 - 2005
Manulife 1998 - 1999
Skills
Wealth Management, Series 7, Financial Services, Securities, Portfolio Management, Finance, Wealth, Mutual Funds, Investments, Wealth Management..., Series 63, Asset Allocation, Asset Management, Alternative Investments
Education
Union College 1994 — 1998
Bachelor's degree, Economics
Erin Marshall's Prospera Financial Experience July 2015 - Present
Job Products and Services Senior Specialist
Industry Financial Services
Experience
Prospera Financial July 2015 - Present
Southwest Securities, Inc. June 2014 - July 2015
Southwest Securities, Inc. September 2009 - June 2014
Southwest Securities, Inc. August 2008 - September 2009
Skills
Series 7, Series 63, Customer Service, Team Building, Strategic Planning, Alternative Investments, Due Diligence, Financial Services, Financial Analysis
Education
Texas State University-San Marcos 2000 — 2005
Bachelor of Science, Nutrition Sciences
Prospera Financial July 2015 - Present
Southwest Securities, Inc. June 2014 - July 2015
Southwest Securities, Inc. September 2009 - June 2014
Southwest Securities, Inc. August 2008 - September 2009
Skills
Series 7, Series 63, Customer Service, Team Building, Strategic Planning, Alternative Investments, Due Diligence, Financial Services, Financial Analysis
Education
Texas State University-San Marcos 2000 — 2005
Bachelor of Science, Nutrition Sciences
Emily Varvir's Prospera Financial Experience September 2002 - December 2004
Job Administrative Assistant at Matrix Resources
Industry Staffing and Recruiting
Experience
Matrix Resources June 2008 - Present
Patsy's, A Bridal Boutique June 2007 - March 2008
Prospera Financial September 2002 - December 2004
Education
Austin College 2003 — 2008
Bachelor of Arts, History, Sociology
Matrix Resources June 2008 - Present
Patsy's, A Bridal Boutique June 2007 - March 2008
Prospera Financial September 2002 - December 2004
Education
Austin College 2003 — 2008
Bachelor of Arts, History, Sociology
Larry Bolden's Prospera Financial Experience November 1997 - June 2001
Job Sr. Corporate Sales Rep
Industry Consumer Goods
Experience
Office Depot July 2013 - Present
VMware February 2010 - June 2013
Dell July 2003 - December 2008
Prospera Financial November 1997 - June 2001
Merrill Lynch June 1990 - November 1997
Skills
Sales Process, Solution Selling, Storage, Account Management, SaaS, Direct Sales, Business Development, Cloud Computing, Sales Presentations, Customer Retention, Management, Team Leadership, Software Industry, Demand Generation, Professional Services, Channel Partners, Enterprise Software, Lead Generation, Data Center, Sales, Leadership, Sales Management, Sales Operations, Strategic Partnerships, Business Alliances, Selling, Cold Calling, New Business Development, CRM, Managed Services, Go-to-market Strategy, VMware, Salesforce.com
Education
The University of Texas at Austin 1985 — 1990
Bachelor’s Degree, Economics & Finance
Office Depot July 2013 - Present
VMware February 2010 - June 2013
Dell July 2003 - December 2008
Prospera Financial November 1997 - June 2001
Merrill Lynch June 1990 - November 1997
Skills
Sales Process, Solution Selling, Storage, Account Management, SaaS, Direct Sales, Business Development, Cloud Computing, Sales Presentations, Customer Retention, Management, Team Leadership, Software Industry, Demand Generation, Professional Services, Channel Partners, Enterprise Software, Lead Generation, Data Center, Sales, Leadership, Sales Management, Sales Operations, Strategic Partnerships, Business Alliances, Selling, Cold Calling, New Business Development, CRM, Managed Services, Go-to-market Strategy, VMware, Salesforce.com
Education
The University of Texas at Austin 1985 — 1990
Bachelor’s Degree, Economics & Finance
francis moise's Prospera Financial Experience April 2000 - Present
Job sr vp investments at Prospera Financial
Industry Financial Services
Experience
Prospera Financial April 2000 - Present
dallas tx January 1986 - April 2000
Skills
Series 63, Investment Advisory, Portfolio Management, Series 7, Retirement Planning, Wealth Management, Asset Allocation, Mutual Funds, Financial Advisory, Investments, Securities, Strategic Financial..., Asset Management, Series 24, FINRA, Equities, Series 65, Retirement, Alternative Investments, Investment Strategies, IRAs, Fixed Annuities, 401k, Financial Planners
Education
University of South Carolina-Columbia 1954 — 1958
Wharton Business School
Prospera Financial April 2000 - Present
dallas tx January 1986 - April 2000
Skills
Series 63, Investment Advisory, Portfolio Management, Series 7, Retirement Planning, Wealth Management, Asset Allocation, Mutual Funds, Financial Advisory, Investments, Securities, Strategic Financial..., Asset Management, Series 24, FINRA, Equities, Series 65, Retirement, Alternative Investments, Investment Strategies, IRAs, Fixed Annuities, 401k, Financial Planners
Education
University of South Carolina-Columbia 1954 — 1958
Wharton Business School
Kirk Corbin's Prospera Financial Experience May 2005 - Present
Job
Industry
Experience
Prospera Financial May 2005 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Texas Tech University 1980 — 1985
Bachelor of Business Administration (BBA), Finance
Prospera Financial May 2005 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Texas Tech University 1980 — 1985
Bachelor of Business Administration (BBA), Finance
Jennifer Humes's Prospera Financial Experience 1996 - 2000
Job "Clutter Queen" www.ClutterQueen.com, Professional Organizer: Residential & Business, Author, Writer, and TV Personality
Industry Professional Training & Coaching
Experience
Clutter Queen Inc January 2004 - Present
Clutter Queen Inc January 2000 - Present
Prospera Financial 1996 - 2000
HD Vest Financial Services 1992 - 1996
HD Vest Financial Services 1992 - 1996
Skills
Public Speaking, Marketing
Education
Texas A&M University 1987 — 1991
BBA, Accounting
Clutter Queen Inc January 2004 - Present
Clutter Queen Inc January 2000 - Present
Prospera Financial 1996 - 2000
HD Vest Financial Services 1992 - 1996
HD Vest Financial Services 1992 - 1996
Skills
Public Speaking, Marketing
Education
Texas A&M University 1987 — 1991
BBA, Accounting