Registered Representative

Industry: Securities

Description

A registered representative, also called a general securities representative, a stockbroker, or an account executive, is an individual who is licensed to sell securities and has the legal power of an agent in the United States. People also search for: Vice president, President, Director, Chief Operating Officer, General counsel, Chief Executive

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18 Registered Representative employees in database. Find out everything there's to know about Registered Representative 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.

Registered Representative Employees

Employee
Years
Job
Industry
Justin Mambaje Justin Mambaje Burlingame, California Details
Justin Mambaje's Registered Representative Experience August 2013 - Present
Job Registered Representative
Industry Financial Services
Experience
Registered Representative   August 2013 - Present
Kelly-Moore Paints  January 2007 - February 2014

Skills
Formulation, Life Insurance, Polymers

Education
California Polytechnic State University-San Luis Obispo   2002 — 2006
Bachelor of Science (BS), Chemistry

Doug Rodwell CFP, ChFC, CLU Doug Rodwell CFP, ChFC, CLU Oklahoma City, Oklahoma Details
Doug Rodwell CFP, ChFC, CLU's Registered Representative Experience April 1984 - Present
Job Managing Director
Industry Financial Services
Experience
FUTURITY FIRST Insurance Group  August 2009 - Present
Oklahoma Financial Group Inc   December 1994 - Present
Registered Representative   April 1984 - Present

Skills
Agent, Agency Manager, Annuities, Retirement Planning, Estate Planning, Long Term Care, Disability Insurance, Medicare, Certified Financial...

Education
Lamar University

O'Connell High School

Lamar University   1974 — 1979
BBA, Marketing

The American College   2001 — 2003
Chartered Financial Consultant

The American College   2001 — 2003
Chartered Life Underwriter

College for Financial Planning   1989 — 1992
Certified Financial Planner

Jorge Doimeadios Jorge Doimeadios Miami, Florida Details
Jorge Doimeadios's Registered Representative Experience March 2002 - October 2004
Job Medical Practice Administrator
Industry Medical Practice
Experience
CNSGroup Management   August 2008 - Present
Level 5 Leadership & Consulting, LLC   October 2004 - July 2008
Registered Representative   March 2002 - October 2004
AXA Advisors  March 1994 - March 2002

Skills
Physician Relations, Physicians, Management Consulting, Revenue Cycle, Healthcare Consulting, Strategic Financial..., Healthcare Management, EMR, Financial Reporting, Business Planning, Accounting, Operations Management, Internal Controls, Executive Management, Family Medicine, Disease Management, Managerial Finance, Forecasting, Auditing, Insurance, Due Diligence, Financial Planning, Healthcare, Management, Hospitals, Strategic Planning, Healthcare Information..., HIPAA

Education
Florida International University   1987 — 1994
Bachelor's degree, International Relations with a Minor in Political Science

Florida International University
Bachelor's degree

Brittany Meisenbach Brittany Meisenbach Omaha, Nebraska Details
Brittany Meisenbach's Registered Representative Experience July 2009 - December 2010
Job Workforce Managment Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  April 2012 - Present
TD Ameritrade  December 2010 - April 2012
Registered Representative   July 2009 - December 2010
Orizon Group  April 2008 - March 2009

Skills
Series 7, Series 63, Series 24, Uniform Combined State..., Mutual Funds, FINRA, Securities, Asset Allocation, Options, Investment Advisory

Education
University of Nebraska at Omaha
Bachelor of Business Administration (BBA), Marketing

University of Nebraska-Lincoln
Bachelor of Science (B.S.), Marketing

Joe Patchin MBA Joe Patchin MBA Springfield, Ohio Details
Joe Patchin MBA's Registered Representative Experience May 2005 - August 2012
Job Independent Insurance and Investment Advisor Representative
Industry Financial Services
Experience
Investment Advisor Representative   June 2014 - Present
Registered Representative   May 2005 - August 2012

Skills
Series 7, Mutual Funds, Series 63, Investments, Financial Services, Finance, Securities, Strategic Financial..., Retirement Planning, Financial Analysis, Portfolio Management, Equities, Retirement, Financial Modeling, Bonds, Series 6, Life Insurance, Health Insurance, Medicare, Medicare Advantage, Medicare Part D, Medicare Supplements, Fixed Annuities, Insurance, Customer Service, Wealth Management, Disability Insurance, Term Life Insurance, Employee Benefits, IRAs, Strategic Planning, Estate Planning, Team Building, 401k

Education
Regis University   2006 — 2008
MBA, Finance and Accounting

University of California, San Diego   1996 — 2001
BA, History

Richard Hunting, CPA Richard Hunting, CPA Houston, Texas Area Details
Richard Hunting, CPA's Registered Representative Experience May 1994 - Present
Job Business Consultant and Independent Financial Advisor
Industry Financial Services
Experience
Registered Representative   May 1994 - Present
Various Colleges and Universities  January 1992 - Present
Judicial Arbitration and Mediation Services, Inc.   June 1993 - May 1994
Ameriscribe Management Services/NightRider Management Services   December 1989 - June 1993
Texas Commerce Bank  May 1988 - December 1989

Skills
Financial Analysis, Strategic Financial..., Retirement Planning, Financial Modeling, Management, Strategic Planning, Accounting, Financial Reporting, Finance, Budgets, Customer Service, Public Speaking, Process Improvement, Analysis

Education
The University of Texas at Austin   1985 — 1988
MBA, Accounting and Finance

Howard Payne University   1982 — 1984
Bachelor’s Degree, Academy of Freedom Honors Program

Dot Yandle, CPA/PFS Dot Yandle, CPA/PFS Charlotte, North Carolina Area Details
Dot Yandle, CPA/PFS's Registered Representative Experience October 2002 - Present
Job President, Financial Advisor, Dot Yandle Financial Services, LLC
Industry Financial Services
Experience
Dot Yandle Financial Services, LLC   January 2009 - Present
Registered Representative   October 2002 - Present
Yandle & Yandle Inc   January 1994 - January 2009

Skills
Retirement Planning, Series 7, Long Term Care Insurance, Life Insurance, Income Tax Planning, Series 63, Series 65, Financial Services, Portfolio Management, Strategic Planning, Investment Advisory, Financial Analysis, Financial Planning, Asset Management

Education
Edinboro University of Pennsylvania
Bachelor's Degree, Accounting

Anthony J Abbatiello Anthony J Abbatiello Greater New York City Area Details
Anthony J Abbatiello's Registered Representative Experience December 2007 - August 2008
Job Sales Support Plymouth Rock Assurance
Industry Insurance
Experience
Plymouth Rock Assurance New Jersey  June 2013 - Present
Plymouth Rock Assurance  August 2012 - June 2013
Advisors Capital Management  February 2011 - July 2011
Stawnychy Financial Services, Incorporated   July 2010 - January 2011
Maxim Health Care Services  July 2009 - November 2009
Sovereign Bank  September 2008 - July 2009
Registered Representative   December 2007 - August 2008

Skills
Licensed Life & Health..., Licensed Property &..., Management, Insurance, Portfolio Management, FINRA, Fixed Income, Sales, Sales Operations, Finance, New Business Development, Equities, Investments, Securities, Time Management, Banking, Trading, Strategy, Marketing, Life Insurance

Education
Lynn University   2005 — 2007
Bachelor, Management; Business Administration

Nutley High School   1999 — 2002
High School Diploma

Mark Del Casale Mark Del Casale Calgary, Canada Area Details
Mark Del Casale's Registered Representative Experience October 1992 - January 2001
Job Senior Recruiter, Wealth Management, Banking & Financial Services, Commercial Real Estate Services
Industry Staffing and Recruiting
Experience
Wealth Management, Banking, Commercial Real Estate Lending and Financial Services Recruiter   March 2013 - Present
Investment Consultant   May 2001 - May 2012
Registered Representative   October 1992 - January 2001

Skills
Strategic Financial..., Banking, Sales, Loans, Recruiting, Accounting, Financial Services, Retirement Planning, Finance, Wealth Management, Financial Analysis, Investments, Mortgage Lending, Mutual Funds, Trading, Cash Management, Financial Risk, Financial Planning

Education
Ryerson University   1986 — 1988
Economics

Seneca College of Applied Arts and Technology   1983 — 1986
Business Diploma, Accounting and Business/Management

Ed Murray, MBA, CLU, ChFC Ed Murray, MBA, CLU, ChFC Greater Boston Area Details
Ed Murray, MBA, CLU, ChFC's Registered Representative Experience April 1981 - December 2011
Job Registered Investment Advisor at Family Investment Advisory LLC
Industry Financial Services
Experience
Family Investment Advisory LLC   January 2012 - Present
Registered Representative   April 1981 - December 2011
Equitable Life/AXA   1981 - 1991

Skills
Retirement Planning, Investments, Estate Planning, Retirement, Insurance, Investment Management, Personal Finance, Pensions, Employee Benefits, Financial Risk, Sales, Personal Financial..., Financial Advisory, Disability Insurance, Fixed Annuities, Life Insurance, Long-term Care, Strategic Financial...

Education
The American College   1982 — 1985
ChFC, CLU, Financial Planning, Insurance, Benefit Plans, Estate Planning

Western New England College   1975 — 1977
MBA, Business Administration

Boston College   1966 — 1970
AB, Psychology

Edward Wiest Edward Wiest Greater Boston Area Details
Edward Wiest's Registered Representative Experience 1997 - 2000
Job
Industry Law Practice
Experience
Edward R. Wiest, P.C,   August 1997 - Present
Registered Representative   1997 - 2000
Tarlow, Breed, Hart, Murphy & Rodgers, PC   March 1991 - August 1997
Bradley, Barry & Tarlow, PC   June 1986 - March 1991
Bressler, Amery & Ross, P.C.   1984 - 1986
Cahill Gordon & Reindel  1979 - 1983

Skills
Alternative Dispute..., Mediation, Securities Arbitration, Commercial Litigation, Appeals, Dispute Resolution, Arbitration, Litigation, Civil Litigation, Legal Writing, Legal Research, Intellectual Property, Courts, Corporate Law, Legal Advice

Education
Harvard Law School   1976 — 1979
JD, Law

University of Pennsylvania   1972 — 1976
BA, Economics, American History

McBurney School   1965 — 1972

Shawn Reeves Shawn Reeves Jacksonville, Florida Area Details
Shawn Reeves's Registered Representative Experience 2002 - 2005
Job Search for : Business Operations Analyst / Team Lead Supervisor
Industry Financial Services
Experience
JP Morgan Chase  January 2011 - August 2015
ING  April 2010 - March 2011
Construction & Real Estate   2006 - 2008
Registered Representative   2002 - 2005
Bank of America  September 1996 - March 2000
Winn Dixie Stores  May 1996 - September 1996
James G. Culpepper, CPA   January 1996 - May 1996
Business Valuation, Inc.   1994 - 1995

Skills
Leadership, Management, Banking, Mortgage Servicing, Commercial Credit, Business Banking, Investments, Financial Services, Financial Analysis, Financial Modeling, Project Management, Financial Research, Auditing, Quality Control, Risk Management, Finance, Analysis, SDLC, Sales, Business Analysis, Business Intelligence, Loans, Process Improvement, Customer Service

Education
University of North Florida - College of Business Administration   1999 — 2001
MBA, Corporate Finance

University of North Florida - College of Business Administration   1993 — 1995
BBA, Corporate Finance / Accounting

Rosalyn Retkwa Rosalyn Retkwa Greater New York City Area Details
Rosalyn Retkwa's Registered Representative Experience 1980 - 2001
Job freelance journalist, business and finance
Industry Writing and Editing
Experience
New York Nonprofit Media   May 2015 - Present
Institutional Investor  March 2005 - January 2015
Crain's New York Business  September 2013 - July 2014
SFO Magazine   December 2008 - December 2009
Broker Dealer Journal   September 2006 - January 2008
Investment News   2005 - 2008
Wealth Manager   2007 - 2007
On Wall Street   January 2002 - December 2004
Registered Representative   1980 - 2001
Internet World   1995 - 1997

Skills
Journalism, Writing, Editorial, Ghostwriting, Business Journalism, Financial Services, Editing, Online Publishing, Magazine Writing, Web Content, Finance, Portfolio Management, ETFs, Small Business, Securities Industry, Securities Regulation, Legal and financial..., Nonprofits

Education
Moritz Legal Proofreading   2014 — 2014
Legal and financial proofreading

Editorial Freelancers Association
Semester-long course on copy editing and proofreading

City University of New York-Hunter College
B.A. cum laude, Political Science/English

Vicki Dukehart Vicki Dukehart Greater Nashville Area Details
Vicki Dukehart's Registered Representative Experience December 2002 - December 2014
Job Advisor at Digital Benefit Advisors
Industry Insurance
Experience
Digital Benefit Advisors  January 2014 - Present
Registered Representative   December 2002 - December 2014
Benefit Solutions, Inc  December 2002 - December 2013
AmSouth Bank  December 1997 - February 2002
First American National Bank  1999 - 2001
SunTrust Bank  April 1988 - September 1997

Skills
Employee Benefits, Disability Insurance, Cold Calling, Business Relationship..., Public Speaking, Call Center, Insurance, Sales, Benefits Administration, Account Management, Small Business, 401k, Fixed Annuities, Life Insurance, Health Insurance, Call Centers, Customer Service, Management

Education
University of Kentucky   1978 — 1982
BA, Social work

North Hardin High School   1974 — 1978
General

David Meyncke, CIMA David Meyncke, CIMA Tampa/St. Petersburg, Florida Area Details
David Meyncke, CIMA's Registered Representative Experience August 1982 - July 1992
Job Senior Sales Executive, ALPS Portfolio Solutions Distributor, Inc.
Industry Capital Markets
Experience
ALPS, A DST Company  October 2009 - Present
Revenue Shares/Phoenix Investment Partners/Prudential Financial   February 2006 - October 2009
New York Life & MainStay Investments  July 1998 - October 2005
J.W. Seligman   July 1992 - July 1998
Registered Representative   August 1982 - July 1992

Skills
Investments, Mutual Funds, Series 7, Financial Services, Portfolio Management, Securities, Alternative Investments, Wealth Management, Asset Allocation, Asset Management, ETFs, Fixed Income, Hedge Funds, Leadership, Management, Retirement Planning, Sales, Series 63

Education
University of Pennsylvania - The Wharton School   2007 — 2007
Finance, General

University of Pennsylvania - The Wharton School   2004 — 2004
Sales, Distribution, and Marketing Operations, General

University of Pennsylvania - The Wharton School   1999 — 2000
Business Administration and Management, General

Sean Clarkson Sean Clarkson Baltimore, Maryland Area Details
Sean Clarkson's Registered Representative Experience 2006 - 2012
Job Director of Development Central Virginia at Chesapeake Bay Foundation
Industry Fund-Raising
Experience
Chesapeake Bay Foundation  July 2014 - Present
Johns Hopkins Bloomberg School of Public Health  February 2012 - July 2014
Johns Hopkins Bloomberg School of Public Health  February 2012 - July 2014
Registered Representative   2006 - 2012
Eggleston & Thelen, P.C.   2003 - 2006
The Nature Conservancy  2000 - 2001

Skills
Proposal Writing, Fundraising, Donor Relations, Individual Giving, Corporate Fundraising, Stewardship, Financial Advisory, Legal Research, Legal Writing, Planned Giving, Customer Service, Philanthropy, Non-profits, Research, Grant Writing, Outdoorsman, Grants, Community Outreach, Annual Giving, Nonprofits, Public Policy, Policy, Policy Analysis, Editing, Alumni Relations, Volunteer Management, Strategy, Community Development, Program Development, Higher Education, Public Speaking, Non-profit..., Strategic Communications, Program Evaluation, Event Planning, Politics, Government, Community Organizing, Prospect Research, Legislative Relations, Public Health, International..., Political Campaigns, International Relations, Capacity Building, Public Relations, Media Relations, Grassroots Organizing, Corporate Social...

Education
Vermont Law School   2002 — 2005
Juris Doctor, Law

Antioch University New England   2001 — 2002
Master of Science, Resource Management and Administration

Green Mountain College   1998 — 2000
Bachelor of Arts, Majors in Environmental Science and Environmental Policy; minors in Biology and Pre-Law

Virginia Polytechnic Institute and State University   1993 — 1996
Forestry and Wildlife Sciences

Nelson County High School

Nelson County High School

Gerald M Rich, PhD Gerald M Rich, PhD Greater New Orleans Area Details
Gerald M Rich, PhD's Registered Representative Experience 1989 - 1994
Job President, Rich Resources, LLC
Industry Mental Health Care
Experience
President, Rich Resources   2003 - Present
Adjunct Professor, Department Head & Therapist   2001 - 2003
Adjunct Professor & Student   1994 - 2001
Registered Representative   1989 - 1994
Executive Officer   1976 - 1989

Skills
Mental Health Counseling, Addiction counseling, Family Therapy, Business Development, Strategic Financial..., Personal Financial..., Wealth Management, Accredited Investment...

Education
University of Southern Mississippi
PhD, Education & Psychology

University of Southern Mississippi
MS, Marriage & Family Therapy

University of Southern Mississippi
MS, Economic Development

University of Mississippi
BA, Political Science & History

Lillie Edmonds Lillie Edmonds Blackstone, Virginia Details
Lillie Edmonds's Registered Representative Experience September 2000 - Present
Job Owner at Edmonds Income Tax Service
Industry Accounting
Experience
Edmonds Insurance   January 2005 - Present
Registered Representative   September 2000 - Present
Self-employed  January 1983 - Present
Edmonds Income Tax Service   January 1983 - Present

Education
Strayer University (VA)

Virginia Tech
Taxation