Reliant Financial Services
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Reliant Financial Services Employees
Employee
Years
Job
Industry
Charles Koch, MBA, CFP®, CFS® Charles Koch, MBA, CFP®, CFS®'s Reliant Financial Services Experience October 2005 - April 2010
Job Advisor at Prism Financial Group
Industry Financial Services
Experience
Prism Financial Group October 2012 - Present
Smart401k September 2009 - September 2012
Reliant Financial Services October 2005 - April 2010
Quantum Financial Partners May 2004 - October 2005
Skills
Retirement, Portfolio Management, Investments, Retirement Plan..., Financial Services, 401k, Asset Allocation, Equities, Estate Planning, FINRA, Finance, Financial Planners, IRAs, Investment Advisory, Investment Strategies, Mutual Funds, Retirement Planning, Series 7, Wealth Management, Wealth Management...
Education
Baker University 2008 — 2010
MBA
Kansas State University 2000 — 2005
Bachelor's degree, Personal Financial Planning
Spring Hill High School
Prism Financial Group October 2012 - Present
Smart401k September 2009 - September 2012
Reliant Financial Services October 2005 - April 2010
Quantum Financial Partners May 2004 - October 2005
Skills
Retirement, Portfolio Management, Investments, Retirement Plan..., Financial Services, 401k, Asset Allocation, Equities, Estate Planning, FINRA, Finance, Financial Planners, IRAs, Investment Advisory, Investment Strategies, Mutual Funds, Retirement Planning, Series 7, Wealth Management, Wealth Management...
Education
Baker University 2008 — 2010
MBA
Kansas State University 2000 — 2005
Bachelor's degree, Personal Financial Planning
Spring Hill High School
Robin Darden Robin Darden's Reliant Financial Services Experience March 2001 - September 2003
Job Customer Service Supervisor, UHG
Industry Hospital & Health Care
Experience
UnitedHealth Group December 2013 - Present
Boston Financial Midwest August 2005 - September 2011
DST Systems 2004 - September 2011
DST Systems/ Boston Financial September 2003 - September 2011
Boston Financial Midwest September 2003 - September 2011
DST Systems / Boston Financial July 2004 - August 2005
DST Systems / Boston Financial September 2003 - July 2004
Reliant Financial Services March 2001 - September 2003
Reliant Financial Services March 2001 - September 2003
Van Kampen Mutual Funds February 1995 - December 2000
Skills
Mutual Funds, Call Center, Team Building, Training, Budgets, Process Improvement
Education
St Mary 2009 — 2012
Master, is Business Administration
Park University 1996 — 1999
BS, Management
Park University 1996 — 1999
B.A, Management & Finance
Park University 1996 — 1999
BS, Management
St Mary
Master, is Business Administration
Park University 1994 — 1996
B.A, Management & Finance
UnitedHealth Group December 2013 - Present
Boston Financial Midwest August 2005 - September 2011
DST Systems 2004 - September 2011
DST Systems/ Boston Financial September 2003 - September 2011
Boston Financial Midwest September 2003 - September 2011
DST Systems / Boston Financial July 2004 - August 2005
DST Systems / Boston Financial September 2003 - July 2004
Reliant Financial Services March 2001 - September 2003
Reliant Financial Services March 2001 - September 2003
Van Kampen Mutual Funds February 1995 - December 2000
Skills
Mutual Funds, Call Center, Team Building, Training, Budgets, Process Improvement
Education
St Mary 2009 — 2012
Master, is Business Administration
Park University 1996 — 1999
BS, Management
Park University 1996 — 1999
B.A, Management & Finance
Park University 1996 — 1999
BS, Management
St Mary
Master, is Business Administration
Park University 1994 — 1996
B.A, Management & Finance
Corey Jenkins Sr.'s Reliant Financial Services Experience March 2006 - January 2007
Job Owner, Entrepreneur, Investor
Industry Financial Services
Experience
Net Worth Tax Processors, LLC July 2012 - Present
Net Worth Acquisitions and Investments Inc May 2012 - Present
Aphesis House July 2012 - November 2012
Bell & Kinslow, PLLC July 2010 - January 2012
Rothschild & Ausbrooks, PLLC November 2010 - February 2011
Aphesis House Inc October 2009 - October 2010
Net Worth Innovation L.P January 2005 - October 2009
Reliant Financial Services March 2006 - January 2007
Superior Cleaning Building Service September 2001 - January 2005
New York Life / NYLife Securities June 2000 - January 2001
Skills
Legal Research, Legal Assistance, Westlaw, Legal Writing, Civil Litigation, Document Review, Pleadings, Litigation Support, Family Law, Legal Documents, Small Business, Business Planning, Microsoft Excel, Entrepreneurship, Knowledge Management, Business Development, Customer Service, Operations Management, Strategy, Start-ups, Accounting, Training, Mergers & Acquisitions, Strategic Planning, Public Speaking, Leadership, Microsoft Office, Budgets
Education
Case Western Reserve University 2009 — 2010
Mechanical Engineering
Kaplan Career Institute 2009 — 2010
AAS, Paralegal Studies
Net Worth Tax Processors, LLC July 2012 - Present
Net Worth Acquisitions and Investments Inc May 2012 - Present
Aphesis House July 2012 - November 2012
Bell & Kinslow, PLLC July 2010 - January 2012
Rothschild & Ausbrooks, PLLC November 2010 - February 2011
Aphesis House Inc October 2009 - October 2010
Net Worth Innovation L.P January 2005 - October 2009
Reliant Financial Services March 2006 - January 2007
Superior Cleaning Building Service September 2001 - January 2005
New York Life / NYLife Securities June 2000 - January 2001
Skills
Legal Research, Legal Assistance, Westlaw, Legal Writing, Civil Litigation, Document Review, Pleadings, Litigation Support, Family Law, Legal Documents, Small Business, Business Planning, Microsoft Excel, Entrepreneurship, Knowledge Management, Business Development, Customer Service, Operations Management, Strategy, Start-ups, Accounting, Training, Mergers & Acquisitions, Strategic Planning, Public Speaking, Leadership, Microsoft Office, Budgets
Education
Case Western Reserve University 2009 — 2010
Mechanical Engineering
Kaplan Career Institute 2009 — 2010
AAS, Paralegal Studies
Esther Ko's Reliant Financial Services Experience September 2003 - September 2003
Job Senior Product Manager | Law
Industry Internet
Experience
GetInsured May 2014 - Present
FindLaw, a Thomson Reuters business January 2013 - May 2014
FindLaw, a Thomson Reuters business December 2011 - December 2012
FindLaw, a Thomson Reuters business April 2007 - November 2011
United Properties April 2004 - February 2009
Dental Office March 2006 - April 2007
Jason Wacha, MontaVista Software General Counsel September 2004 - November 2004
MontaVista Software June 2004 - November 2004
Reliant Financial Services September 2003 - September 2003
United States District Court for the Northern District of California, San Jose Division June 2003 - August 2003
Skills
Intellectual Property, Product Management, Project Management, Product Development, Agile Methodologies, Business Requirements, Product Marketing, Cross-functional Team..., Data Analysis, Start-ups, Marketing, Lean Startup, Online Advertising, SEO, Web Analytics, Online Marketing, Data Modeling, Information Architecture, Strategy, Data Analyis, Big Data, Datameer, Agile & Waterfall..., Microsoft Project, MS Project, Product Specification, Product Lifecycle..., Team Leadership, Offshore Team Leadership, Sales Trainings, Software Documentation, Documentation
Education
Santa Clara University School of Law 2002 — 2005
J.D., Intellectual Property Law
University of California, San Diego 1997 — 2001
B.A., English Literature
University of California, San Diego 1997 — 2001
B.A., Economics
GetInsured May 2014 - Present
FindLaw, a Thomson Reuters business January 2013 - May 2014
FindLaw, a Thomson Reuters business December 2011 - December 2012
FindLaw, a Thomson Reuters business April 2007 - November 2011
United Properties April 2004 - February 2009
Dental Office March 2006 - April 2007
Jason Wacha, MontaVista Software General Counsel September 2004 - November 2004
MontaVista Software June 2004 - November 2004
Reliant Financial Services September 2003 - September 2003
United States District Court for the Northern District of California, San Jose Division June 2003 - August 2003
Skills
Intellectual Property, Product Management, Project Management, Product Development, Agile Methodologies, Business Requirements, Product Marketing, Cross-functional Team..., Data Analysis, Start-ups, Marketing, Lean Startup, Online Advertising, SEO, Web Analytics, Online Marketing, Data Modeling, Information Architecture, Strategy, Data Analyis, Big Data, Datameer, Agile & Waterfall..., Microsoft Project, MS Project, Product Specification, Product Lifecycle..., Team Leadership, Offshore Team Leadership, Sales Trainings, Software Documentation, Documentation
Education
Santa Clara University School of Law 2002 — 2005
J.D., Intellectual Property Law
University of California, San Diego 1997 — 2001
B.A., English Literature
University of California, San Diego 1997 — 2001
B.A., Economics
Karin Young's Reliant Financial Services Experience September 1997 - May 1999
Job Director of Valley View Day Care Center
Industry Executive Office
Experience
Valley View United Methodist Church Day Care Center May 2009 - Present
Reliant Financial Services September 1997 - May 1999
Skills
Marketing, Budgets, Public Relations, Management, Microsoft Office, Strategic Planning, Customer Service
Education
Baker University 1993 — 1997
BS, Mass Communication
Valley View United Methodist Church Day Care Center May 2009 - Present
Reliant Financial Services September 1997 - May 1999
Skills
Marketing, Budgets, Public Relations, Management, Microsoft Office, Strategic Planning, Customer Service
Education
Baker University 1993 — 1997
BS, Mass Communication
Debbie Balmat's Reliant Financial Services Experience June 2004 - July 2006
Job Former Assistant Branch Manager at Compass Financial Resources
Industry Financial Services
Experience
Compass Financial Resources August 2006 - August 2014
Reliant Financial Services June 2004 - July 2006
Quick & Reilly August 2003 - June 2004
UBS PaineWebber Incorporated June 1999 - June 2003
Parker/ Hunter Incorporated June 1997 - June 1999
Skills
Management, Training, Analysis, Budgets, Human Resources, Auditing, Insurance, Investments
Education
Lakeland Community College
Accounting
Compass Financial Resources August 2006 - August 2014
Reliant Financial Services June 2004 - July 2006
Quick & Reilly August 2003 - June 2004
UBS PaineWebber Incorporated June 1999 - June 2003
Parker/ Hunter Incorporated June 1997 - June 1999
Skills
Management, Training, Analysis, Budgets, Human Resources, Auditing, Insurance, Investments
Education
Lakeland Community College
Accounting
Shannon Suarez's Reliant Financial Services Experience January 1995 - Present
Job Managing Partner at Reliant Financial Services
Industry Financial Services
Experience
Reliant Financial Services January 1995 - Present
MetLife February 1990 - January 1995
Skills
Retirement, Retirement Planning, Estate Planning, Financial Advisory, Investments, Wealth Management, Strategic Financial..., Portfolio Management, Mutual Funds, Asset Managment, Equities, Investment Advisory, Series 63, Series 6, Employee Benefits, Life Insurance, Life & Health Insurance..., Health Insurance
Education
College for Financial Planning 1992 — 1997
Certified Financial Planner
Baker University 1985 — 1987
Accounting and Business/Management
B.S. Business + Accounting
University of Missouri-Kansas City
Reliant Financial Services January 1995 - Present
MetLife February 1990 - January 1995
Skills
Retirement, Retirement Planning, Estate Planning, Financial Advisory, Investments, Wealth Management, Strategic Financial..., Portfolio Management, Mutual Funds, Asset Managment, Equities, Investment Advisory, Series 63, Series 6, Employee Benefits, Life Insurance, Life & Health Insurance..., Health Insurance
Education
College for Financial Planning 1992 — 1997
Certified Financial Planner
Baker University 1985 — 1987
Accounting and Business/Management
B.S. Business + Accounting
University of Missouri-Kansas City
Christina Caldwell's Reliant Financial Services Experience April 2001 - October 2003
Job
Industry Financial Services
Experience
RiverOak Wealth Management, LLC August 2014 - Present
cfs Wealth Management Group, LLC November 2012 - July 2014
Former Candidate for Lafayette Treasurer March 2012 - November 2012
City of Lexington's Parks & Recreation November 2010 - October 2011
US Bancorp Investments January 2006 - November 2010
Midwest Investment Services October 2003 - October 2005
Reliant Financial Services April 2001 - October 2003
Stifel, Nicolaus & Company March 1998 - December 1999
Education
University of Missouri-Columbia 1987 — 1992
BS, Consumer Economics
RiverOak Wealth Management, LLC August 2014 - Present
cfs Wealth Management Group, LLC November 2012 - July 2014
Former Candidate for Lafayette Treasurer March 2012 - November 2012
City of Lexington's Parks & Recreation November 2010 - October 2011
US Bancorp Investments January 2006 - November 2010
Midwest Investment Services October 2003 - October 2005
Reliant Financial Services April 2001 - October 2003
Stifel, Nicolaus & Company March 1998 - December 1999
Education
University of Missouri-Columbia 1987 — 1992
BS, Consumer Economics
Sandy Warmund's Reliant Financial Services Experience September 1994 - Present
Job President at Reliant Financial Services
Industry
Experience
Reliant Financial Services September 1994 - Present
Skills
New Business Development, Public Speaking, Team Building, Strategic Planning, Marketing Strategy, Customer Service, Entrepreneurship
Education
Kansas State University
Reliant Financial Services September 1994 - Present
Skills
New Business Development, Public Speaking, Team Building, Strategic Planning, Marketing Strategy, Customer Service, Entrepreneurship
Education
Kansas State University