Sagemark Consulting

Description

Address: 300 Galleria Pkwy SE #900, Atlanta, GA 30339 Phone: (770) 799-7036: Website: Place name: : : Category: : : Hours: : Website: http://sagemarkatl.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Sagemark Consulting Posting publicly on the Web Write a review Reviews Be the first to review

Sagemark Consulting List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Sagemark Consulting. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Sagemark Consulting Salaries. You can even request information on how much does Sagemark Consulting pay if you want to. Learn about salaries, pros and cons of working for Sagemark Consulting directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

172 Sagemark Consulting employees in database. Find out everything there's to know about Sagemark Consulting 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.

Sagemark Consulting Employees

Employee
Years
Job
Industry
Jeffrey Gall, CFP®, ChFC®, CLU®, CPA Jeffrey Gall, CFP®, ChFC®, CLU®, CPA San Francisco Bay Area Details
Jeffrey Gall, CFP®, ChFC®, CLU®, CPA's Sagemark Consulting Experience May 1999 - August 2002
Job Owner, Jeffrey Gall Wealth Advisors, CERTIFIED FINANCIAL PLANNER™, Financial Advisor, Wealth Manager
Industry Financial Services
Experience
Jeffrey Gall Wealth Advisors   August 2002 - Present
Camp Kesem National  2003 - 2009
Sagemark Consulting   May 1999 - August 2002
Douglas Broadcasting   August 1997 - May 1999
Just Desserts  March 1995 - July 1997
CIGNA Individual Financial Services  October 1993 - March 1995
Self Employed  November 1992 - August 1993
Supercuts, Inc.   October 1992 - April 1993
Allez, Inc.   January 1988 - February 1992
Deloitte & Touche  January 1982 - December 1987

Skills
Retirement Planning, Strategic Financial..., Wealth Management, Financial Advisory, Mutual Funds, Investment Advisory, 401k, Estate Planning, Retirement, Investments, Asset Allocation, Asset Managment, Portfolio Management, Securities, Finance, Small Business, Wealth, Financial Services

Education
University of California, Berkeley   1977 — 1981
B.S., Business Administration

Kurt Fetter, MBA Kurt Fetter, MBA Buffalo/Niagara, New York Area Details
Kurt Fetter, MBA's Sagemark Consulting Experience December 2007 - May 2013
Job Owner / Custom Wealth Advisors
Industry Financial Services
Experience
Custom Wealth Advisors   June 2013 - Present
Pro Medicus Wealth Management   January 2014 - Present
Sagemark Consulting   December 2007 - May 2013
The Fetter Agency, Inc.   2005 - 2007
Buffalo Lacrosse Academy   2004 - 2007
M&T Mortgage Corportation   2002 - 2004

Education
Butler University   2000 — 2003
BS, Finance

Canisius College   2009 — 2012
Master of Business Administration (MBA), Accounting and Finance

Corey Poklemba Corey Poklemba Rochester, New York Details
Corey Poklemba's Sagemark Consulting Experience January 2014 - May 2014
Job Accounting Intern at Mengel, Metzger, Barr & Co. LLP
Industry Accounting
Experience
Mengel, Metzger, Barr & Co. LLP   June 2015 - Present
Kasperski Owen & Dinan   February 2015 - April 2015
New Hope Mills Manufacturing Incorporated   July 2014 - January 2015
St. John Fisher College  September 2014 - December 2014
STATE FARM INSURANCE AND FINANCIAL SERVICES  May 2014 - July 2014
Sagemark Consulting   January 2014 - May 2014
St. John Fisher College  September 2013 - May 2014
Ardaugh Group   May 2013 - August 2013
Litterbox School Store   September 2011 - June 2012

Education
Ithaca College   2015 — 2016
Master of Business Administration (M.B.A.)

St. John Fisher College   2013 — 2015
Accounting, 3.9

Robert Morris University   2012 — 2013
Accounting

Barry M. Fine Barry M. Fine New York, New York Details
Barry M. Fine's Sagemark Consulting Experience 2005 - 2006
Job Senior Wealth Management
Industry Financial Services
Experience
Capital One Wealth and Asset Management Private Bank   May 2015 - Present
FINEX Wealth Management and Empire Projects, Inc.   May 2012 - 2015
Marks Paneth & Shron LLP/HKFS   May 2012 - March 2013
Citi  May 2010 - May 2012
Geometry Group, LLC/FINEX   March 2005 - February 2010
Sagemark Consulting   2005 - 2006
B&F Home Inprovements   February 1995 - August 2005
New York Life Insurance Company  1999 - 2005

Skills
Mutual Funds, Investments, Asset Managment, Wealth Management, Asset Allocation, Risk Management, Strategic Financial..., Private Equity, Asset Management, Structured Settlement..., Structured Settlements, Investment Banking, Finance, Retirement Planning, Financial Advisory, Captive Insurance..., Management, CFO Business Consulting..., Insurance, Retirement, Investment Advisory, Investment Management, Financial Planners, High Net Worth..., Financial Services, Pensions, Banking, Small Business, Wealth, Strategy, Employee Benefits, Tax, Management Consulting, Business Planning, Securities, Portfolio Management, Credit, Series 7, Mergers & Acquisitions, Alternative Investments, Entrepreneurship, Due Diligence, Investment Strategies, Hedge Funds, Equities, Executive Management, Series 63, Financial Modeling, Loans, 401k

Education
Columbia University - Columbia Business School   1990 — 1992
MBA, Finance

School of General Studies, Columbia College
BA, Economics

Long Island University, C.W. Post Campus   1999 — 2001
Certificate Awarded, Financial Planner Program

Denise Scher Denise Scher Westlake Village, California Details
Denise Scher's Sagemark Consulting Experience 1992 - 2003
Job Retirement Plan Consultant
Industry Financial Services
Experience
Hub International Investment Services Inc.   November 2009 - Present
Hub International Investment Services Inc.   November 2009 - Present
EBA The Executive Benefit Alliance   July 2003 - December 2009
Sagemark Consulting   1992 - 2003
CIGNA Financial Advisors  1992 - 1996
Scribner Sciarra and Taylor   1983 - 1984

Skills
Retirement Planning, Investments, Insurance, Life Insurance, Securities, Financial Services, Pensions, 401k, Retirement Plan..., Disability Insurance, ERISA, Employee Benefits, FINRA, Fixed Annuities, Wealth Management, Finance, Estate Planning, Health Savings Accounts, Health Insurance, Mutual Funds, Retirement

Education
California State University-Northridge   1983 — 1985

Scott A. Sprague, CLU, ChFC, CFP Scott A. Sprague, CLU, ChFC, CFP San Francisco Bay Area Details
Scott A. Sprague, CLU, ChFC, CFP's Sagemark Consulting Experience 2002 - 2010
Job Financial Planner at Sprague Wealth Solutions
Industry Financial Services
Experience
Sprague Wealth Solutions   2010 - Present
Sagemark Consulting   2002 - 2010
Prudential Financial  1989 - 2002

Skills
Financial Planning, Alternative Investments, Retirement Planning, Strategic Financial..., Investments, Securities, Insurance, Financial Advisory, Finance, Financial Services, Wealth, Retirement, Wealth Management, Series 7, Investment Advisory, Mutual Funds, Investment Strategies, Fixed Annuities, Investment Management, Asset Management, Estate Planning, Asset Allocation, Portfolio Management, IRAs, Financial Planners

Education
The American College   1995 — 1997
Chartered Life Underwriter and Chartered Financial Consultant, Financial Planning and Services

Oregon State University   1982 — 1986
BS, School of Business

G. Kevin Stepanoff G. Kevin Stepanoff Rochester, New York Area Details
G. Kevin Stepanoff's Sagemark Consulting Experience 1998 - 2014
Job Owner, PS&E LLC Plan to Prosper
Industry Financial Services
Experience
PS&E LLC Plan to Prosper   2000 - Present
Sagemark Consulting   1998 - 2014
Lincoln Financial Advisors  1998 - 2014
CIGNA Financial Advisors  1994 - 1998
Eastman Kodak  1979 - 1993

Education
State University of New York College at Cortland   1975 — 1979
BS, Chemistry

New Hartford High School   1971 — 1975

Alisa Nizhniy Alisa Nizhniy New York, New York Details
Alisa Nizhniy's Sagemark Consulting Experience June 2013 - Present
Job Creative Content Producer, Client Relationship Manager
Industry Entertainment
Experience
AARMADA ENTERTAINMENT   November 2013 - Present
Sagemark Consulting   June 2013 - Present
Dazed Digital, Flaunt.com and i-D   March 2010 - Present
Culttastic   January 2009 - Present

Education
Berklee College of Music   2006 — 2008
Bachelor's degree, Music Business/Management, Summa Cum Laude

Harvard University   2011 — 2013
Master's degree, Journalism, Dean's List Academic Achievement Award

Cory Glen Harrington Cory Glen Harrington San Antonio, Texas Details
Cory Glen Harrington's Sagemark Consulting Experience 2006 - 2007
Job Managing Member at Asset Distribution Services, LLC.
Industry Real Estate
Experience
Asset Distribution Services, LLC.   January 2012 - Present
House Buyers Direct   2012 - Present
Homevestors of America  2008 - 2012
Sagemark Capital Management, LLC.   2008 - 2011
United Real Estate Ventures, LLC.   2006 - 2011
Sagemark Consulting   2006 - 2007
Edward Jones  2003 - 2006

Skills
Investments, Real Estate, Property Management, Real Estate Investment, Equities, Medical Devices, Medical, Clinical, Surgical Instruments, Urology, Emergency Operations, Orthopedics, Business Management, Business Strategy, New Business Development, Small Business, Syndication, EMT, Consultative Selling, Selling, Investment Properties, Commercial Real Estate, Finance, Clinical Research, Investors, Sales

Education
University of California, Berkeley   1997 — 2002
BA, Business History

Community College of the Air Force   1996 — 1998
Surgical Services Technology, Anatomy, Physiology, Medical Technology

Sierra College   1998 — 1998
EMT 1, Emergency Medicine, Triage

Amy Bellesbach Amy Bellesbach San Francisco Bay Area Details
Amy Bellesbach's Sagemark Consulting Experience February 2007 - October 2010
Job Senior Registered Client Associate for Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch  November 2013 - Present
Spectrum Wealth Partners  November 2010 - November 2013
Sagemark Consulting   February 2007 - October 2010

Skills
Client Services, Life Insurance, Investment Advisory, Mutual Funds, Business Relationship..., Wealth Management..., Personal Financial...

Education
Sonoma State University   2003 — 2006
Bachelor of the Arts, Communications

Brooke Stephenson Brooke Stephenson Burlington, Connecticut Details
Brooke Stephenson's Sagemark Consulting Experience July 2015 - Present
Job Office Facilitator at Sagemark Consulting
Industry Consumer Services
Experience
Sagemark Consulting   July 2015 - Present
Lincoln Financial Group  February 2015 - July 2015
Blue Fox Run golf course   May 2013 - August 2014
Northwestern Mutual  January 2014 - May 2014
Denny's  June 2012 - August 2012
Friendly Ice Cream Corporation  June 2010 - August 2011
Bristol Hospital  June 2006 - August 2007

Skills
Telephone Skills, Friendly Personality, Filing, Cash Register, Cash Handling Experience, Phone Etiquette, Nannies, Waitressing, General Office Work, Cashiering, Childcare, Receptionist Duties, Positive Can-do Attitude, Highly personable, Determination to Succeed, Highly detail oriented, Patience, Computer-savvy, Telephone Reception, Serve Safe Certified, Food Preparation, Facebook, Health Insurance, Life Insurance

Education
Bob Jones University   2011 — 2014
Bachelor's degree, Business/Corporate Communications

Bob Jones University   2011 — 2014
Bachelor of Fine Arts (B.F.A.), Communication, General

Patricia Gradl Patricia Gradl Phoenix, Arizona Area Details
Patricia Gradl's Sagemark Consulting Experience June 2004 - April 2015
Job Wealth. Wisdom. WellBeing.
Industry Financial Services
Experience
Legacy Wealth Alliance   April 2015 - Present
Sagemark Consulting   June 2004 - April 2015
Mayfair International, Inc.   June 1998 - June 2004
Hartland & Co  October 1989 - May 1998

Skills
Series 7, Insurance, Registered ParaPlanner, Notary Public

Education
College for Financial Planning   2009 — 2009
ParaPlanner, Registered Paraplanner

Robert Morris College   1983 — 1984
Diploma, Secretarial

Tinley Park High School   1979 — 1983
Diploma

Zach Ivey, CFA, CFP® Zach Ivey, CFA, CFP® Birmingham, Alabama Details
Zach Ivey, CFA, CFP®'s Sagemark Consulting Experience January 2003 - November 2010
Job Chief Investment Strategist, Partner Bridgeworth, LLC
Industry Financial Services
Experience
Bridgeworth, LLC  November 2010 - Present
Sagemark Consulting   January 2003 - November 2010
New York Life Insurance Company  June 2001 - December 2002

Skills
Investment Advisory, Investment Management, Personal Financial..., Estate Planning, Risk Management

Education
University of Alabama at Birmingham   2000 — 2001
MBA, Finance

Mississippi State University - College of Business and Industry   1996 — 1999
BA, Marketing

Dennis Nix CFP® ChFC® Dennis Nix CFP® ChFC® San Francisco Bay Area Details
Dennis Nix CFP® ChFC®'s Sagemark Consulting Experience 2002 - 2004
Job FINANCIAL PLANNER CFP® ChFC®
Industry Financial Services
Experience
Mass Mutual San Francisco   January 2003 - Present
Sagemark Consulting   2002 - 2004
Sagemark Consulting   2002 - 2004
Sagemark Consulting   2002 - 2004
Sagemark Consulting   2002 - 2004
MCI  1983 - June 2002
MCI  1983 - 2002
MCI  1983 - 2002

Skills
Insurance, Telecommunications, Account Management, Retirement, Long Term Care Insurance, Life Insurance, Disability Insurance

Education
University of California, Berkeley   2005 — 2008
Certificate in Personal Financial Planning

San Francisco State University   1983 — 1995
BS, Social Sciences

Crystal Portillo Crystal Portillo Greater Los Angeles Area Details
Crystal Portillo's Sagemark Consulting Experience March 2005 - September 2005
Job Executive Administrative Professional
Industry Executive Office
Experience
Pechanga Band of Luiseno Indians   September 2005 - March 2014
Sagemark Consulting   March 2005 - September 2005
Essential Financial Planning   September 2004 - January 2005
J. Nick Leitch & Company / Burton & Company   November 2003 - September 2004
Essential Financial Planning   March 2002 - October 2002
The Blake Law Firm, Inc   May 2001 - January 2002
American Cancer Society  June 1997 - May 2001
Baca & Company, PC   December 1996 - June 1997
Canossian Daughters of Charity   March 1996 - November 1996
Gary C. Mitchell, PC   November 1995 - February 1996

Skills
Government, Research, Fundraising, Customer Service, Microsoft Office, Budgets, Nonprofits

Education
New Mexico Junior College

Justine Godinez Justine Godinez San Francisco Bay Area Details
Justine Godinez's Sagemark Consulting Experience August 2013 - Present
Job Planner Assistant at Sagemark Consulting
Industry Accounting
Experience
Sagemark Consulting   August 2013 - Present
FLS International  August 2011 - March 2013
Philip L. Chan, CPA   October 2008 - June 2011

Education
California State University-Los Angeles   2011 — 2013
Accounting, Junior

Citrus College   2008 — 2011
Associate of Science (AS), Business Administration and Management, General

Eileen Tam Eileen Tam Boston, Massachusetts Details
Eileen Tam's Sagemark Consulting Experience September 2001 - March 2004
Job AVP, Product Manager at Eaton Vance
Industry Financial Services
Experience
Eaton Vance  November 2011 - Present
Eaton Vance  July 2004 - November 2011
Sagemark Consulting   September 2001 - March 2004

Skills
Mutual Funds, Alternative Investments, Estate Planning, Newsletters, Marketing, Competitive Analysis, Series 7, Financial Services, Wealth Management, Asset Allocation

Education
The Ohio State University
Bachelor of Arts, Communications

Boston University

Brian McLean Brian McLean Greater San Diego Area Details
Brian McLean's Sagemark Consulting Experience January 1997 - January 1999
Job
Industry Financial Services
Experience
BDM Wealth Management   1999 - Present
Sagemark Consulting   January 1997 - January 1999

Skills
Financial Analysis, Negotiation, Investments, Team Building, Project Management, Management, Sales, Risk Management, New Business Development, Business Strategy, Insurance, Leadership, Estate Planning, Microsoft Word, Small Business, Microsoft Office, Marketing

Education
Loyola University Chicago   1991 — 1993

University of San Diego High School

Alex Bartol, CFP® Alex Bartol, CFP® Raleigh-Durham, North Carolina Area Details
Alex Bartol, CFP®'s Sagemark Consulting Experience August 2000 - June 2003
Job Financial Professional at Legacy Wealth Strategies
Industry Financial Services
Experience
Legacy Wealth Strategies  July 2003 - Present
Sagemark Consulting   August 2000 - June 2003
Fulcrum Financial Advisors   January 1999 - August 2000

Skills
Retirement Planning, Estate Planning, Investments, Securities, Wealth Management, Fixed Annuities, Insurance, Asset Allocation, Financial Services, Finance, Investment Management, Tax, Financial Advisory, Wealth Management..., Retirement, Strategic Financial..., Mutual Funds, Project Planning, Investment Advisory

Education
San Diego State University-California State University   1985 — 1987
BS, Finance

Robert Deitrick Robert Deitrick Columbus, Ohio Area Details
Robert Deitrick's Sagemark Consulting Experience June 1984 - April 1997
Job Financial Advisor, Branch Manager and Author Polaris Financial Partners, LLC
Industry Financial Services
Experience
Polaris Financial Partners, LLC   December 2002 - Present
Bulls Bears and the Ballot Box   2008 - 2012
Lincoln Financial Advisors  April 1997 - December 2002
Sagemark Consulting   June 1984 - April 1997

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Photoshop, Windows, Teaching, HTML, Strategic Planning, Finance, Banking, Change Management, Leadership, Wealth Management, New Business Development, Time Management, Event Planning, Public Speaking, Small Business, Project Management, Sales, Strategic Financial..., Budgets, Investments, Management, Portfolio Management, Team Building, Training, Marketing, Financial Planning

Education
The Ohio State University   1980 — 1984
Bachelor of Science (B.S.), Finance and Economics

Langley High School   1974 — 1978
Graduate

Chris T. Nelson Chris T. Nelson Kansas City, Missouri Area Details
Chris T. Nelson's Sagemark Consulting Experience 2013 - Present
Job Private Wealth Advisor at Sagemark Consulting
Industry Financial Services
Experience
Sagemark Consulting   2013 - Present
Cerner Corporation  2010 - 2013
University of Kansas  2007 - 2009

Education
University of Kansas   2005 — 2009
BS, Journalism

Lansing High School   2001 — 2005

Taylor Gregg Taylor Gregg Asheville, North Carolina Details
Taylor Gregg's Sagemark Consulting Experience September 2008 - April 2010
Job Premier Relationship Banker
Industry Financial Services
Experience
First Citizens Bank  July 2015 - Present
First Citizens Bank  December 2011 - Present
Fifth Third Bank  April 2010 - August 2011
Sagemark Consulting   September 2008 - April 2010

Skills
Customer Service, Management, Team Leadership, Data Entry, Risk Management, Self-driven, Banking, Staff Development, Organization &..., Determined, Compliance Audits, Interior Design, Managing Employees, Managing Processes, Notary Public, Self Starter, Self Driven, Analytics, Prioritization, Innovative Problem..., Organization, Financial Advisory, Sales, Credit Analysis, Credit, Microsoft Office

Education
Meredith College   2005 — 2009
Business Administration, Finance, Ethics

Concord High School   2001 — 2005
High School Diploma, General Studies

Brad Cantrill, CFP®, JD Brad Cantrill, CFP®, JD Dallas/Fort Worth Area Details
Brad Cantrill, CFP®, JD's Sagemark Consulting Experience January 2003 - October 2006
Job President, Cantrill Financial Group LLC
Industry Financial Services
Experience
Cantrill Financial Group, LLC   November 2006 - Present
Sagemark Consulting   January 2003 - October 2006
Waddell & Reed  June 2001 - January 2003

Skills
Investment Advisory, Retirement Planning, Estate Planning, Strategic Financial..., Risk Management..., Wealth Management and..., Income Distribution..., Section 79 Plans, Wealth Management, Investments, Series 7, Mutual Funds, Series 63, Financial Advisory, IRA Distribution...

Education
Southern Methodist University   1997 — 2000
J.D., Law

Austin College   1993 — 1997
B.A., English, History

Jesuit   1991 — 1993
High School Diploma

Joni Coxhead Joni Coxhead Phoenix, Arizona Area Details
Joni Coxhead's Sagemark Consulting Experience March 1994 - January 2003
Job Director of Finance|HR
Industry Human Resources
Experience
The Joshua School  November 2012 - December 2013
Leaders in Business Operations HR Management in the Greater Denver Area   2012 - December 2012
Grubb & Ellis  October 2003 - May 2012
Sagemark Consulting   March 1994 - January 2003

Skills
Business Operations, Customer Service..., Operating Budgets, Financial Oversight, HR Policies, Strategic HR, Job Evaluation, Employee Relations, Employee Management, Employee Handbooks, Training and Development, HR Business Partner, Benefits Administration, Performance Management, HR Reports, Human Resources, Personnel Management, Access, Account Management, Recruiting, Employee Training, Leadership, Organizational..., Budgets, Employee Benefits, Executive Management, Training

Education
Indiana University Bloomington

University of Arizona
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies

Forrest Hall (forresthall@hotmail.com) Forrest Hall (forresthall@hotmail.com) Jacksonville, Florida Area Details
Forrest Hall (forresthall@hotmail.com)'s Sagemark Consulting Experience October 2011 - September 2014
Job Financial Planner & Life Insurance Coordinator
Industry Financial Services
Experience
Merrill Lynch  September 2014 - Present
Sagemark Consulting   October 2011 - September 2014
Lincoln Financial Group  December 2009 - September 2011

Skills
Finance and Accounting..., Microsoft Office, Fluent in Spanish, Investments, Life Insurance, Strategic Financial..., Fixed Annuities

Education
High Point University   2006 — 2008
B.S., Accounting

University of North Carolina at Greensboro   1997 — 2001
B.S., Finance

Ivy H Menchel, CFP®, CDFA™* Ivy H Menchel, CFP®, CDFA™* New York, New York Details
Ivy H Menchel, CFP®, CDFA™*'s Sagemark Consulting Experience February 2005 - Present
Job Family Wealth Advisor at Sagemark Consulting
Industry Financial Services
Experience
Sagemark Consulting   February 2005 - Present
JPMorgan Chase  June 2003 - November 2004
Morgan Stanley  November 1998 - June 2003
Merrill Lynch  August 1993 - November 1998

Skills
Estate Planning, Retirement, Insurance, Investments, Succession Planning, Entertainment, Sports, Legacy Systems, Financial Planners, Wealth, Financial Services, Personal Finance, Finance

Education
NYU Stern School of Business   2001 — 2003
CFP

SUNY Stony Brook   1977 — 1981
BA, Psychology

Art Sobczak, CLU, ChFC Art Sobczak, CLU, ChFC Cleveland/Akron, Ohio Area Details
Art Sobczak, CLU, ChFC's Sagemark Consulting Experience January 2001 - December 2003
Job Collaborative Life Insurance Professional; Protecting Your Clients, Enhancing Your Practice.
Industry Insurance
Experience
Insurance Design Group   December 2011 - Present
The Hartford  January 2004 - December 2011
Sagemark Consulting   January 2001 - December 2003
Pacific Life  January 1997 - December 1999
Manulife Financial  May 1986 - December 1996

Skills
Finance, Wealth, Life Insurance, Disability Insurance, Project Planning, Marketing, Underwriting, Strategic Planning, Customer Service, Risk Management, Fixed Annuities, Coaching, Leadership, Estate Planning, Term Life Insurance, Long-term Care

Education
Southern California Institute   2008 — 2008
Laureate, Wealth Strategies

The American College   1990 — 1993
Chartered Financial Consultant, Personal, Business and Estate Planning

The American College   1990 — 1992
Chartered Life Underwriter, Insurance and Risk Management

University of Wisconsin-La Crosse   1979 — 1982
Bachelor of Science, Mass Communications

Patricia Kazumba Patricia Kazumba Washington D.C. Metro Area Details
Patricia Kazumba's Sagemark Consulting Experience June 2001 - December 2008
Job Vice President & Wealth Advisor at Legacy Financial
Industry Financial Services
Experience
Legacy Financial  May 2014 - Present
Planning Solutions Group LLC  June 2013 - April 2014
Planning Solutions Group LLC  December 2008 - May 2013
Sagemark Consulting   June 2001 - December 2008

Skills
Uniform Combined State..., Investments, Series 7, Securities, Bonds, Equity Trading, Financial Advisory, Fixed Income, Mutual Funds, Series 66, Federal Reserve Bank of..., Wealth Management, Financial Planning

Education
The Catholic University of America   1996 — 2001
Bachelor of Science, International Economics and Finance

Institut Le Rosey   1994 — 1996
High School, Bac S

Dana Gower MBA CCP Dana Gower MBA CCP Raleigh-Durham, North Carolina Area Details
Dana Gower MBA CCP's Sagemark Consulting Experience August 2004 - April 2007
Job Business, Career and Wealth Strategist | Author | Mentor | Speaker
Industry Think Tanks
Experience
Virtual Financial Group VFG  March 2014 - Present
Career Odyssey   July 2013 - Present
XelAqua, Inc.   March 2013 - Present
Chariot Advisors, LLC   June 2009 - Present
Nationwide Insurance  August 2008 - June 2009
Outer Banks Financial, LLC   April 2007 - April 2008
Sagemark Consulting   August 2004 - April 2007
AXA Advisors  December 1999 - August 2004
Cooper Industries  December 1989 - December 1999
Cooper Industries  September 1982 - December 1989

Skills
Human Resources, Coaching, Strategic Partnerships, Talent Management, Insurance, Employee Benefits, Employee Engagement, Strategy, Executive Search, Public Speaking, Strategic Planning, Leadership, Management Consulting, Business Development, Team Building, Human Capital, Executive Management, Leadership Development, Compliance, Organizational..., Business Strategy, Business Planning, Change Management, Team Leadership, Negotiation, Recruiting, Performance Management, Career Counseling, Contract Negotiation, Retirement Planning, Estate Planning, Writing, Personal Finance, Fundraising, Portfolio Management, Finance, Analysis, Program Management, Start-ups, Entrepreneurship, Business Process..., Social Networking, Training, Process Improvement

Education
Rollins College - Crummer Graduate School of Business   1980 — 1982
MBA, Finance

University of Maine   1975 — 1980
BS, Finance

Suzanne Herko-Tordai Suzanne Herko-Tordai Rochester, New York Area Details
Suzanne Herko-Tordai's Sagemark Consulting Experience November 2004 - July 2005
Job Personal Lines Specialist
Industry Insurance
Experience
Quinton Insurance   2014 - Present
M.J. Teddy & Associates   August 2005 - August 2014
Sagemark Consulting   November 2004 - July 2005
Northwestern Mutual  March 2000 - September 2004
Tuxedo Junction, Inc.   2000 - 2004
Dell Tool/Rol-Tru Bearings   September 1998 - March 2000
BOCES  1994 - 1998

Skills
Life Insurance, Insurance, Customer Service, Time Management, Microsoft Office, Securities, Risk Management, Finance, Disability Insurance, Term Life Insurance, Employee Benefits, Microsoft Excel, Leadership, Financial Services, Accounts Payable, Accounts Receivable, Office Management, Employee Training, Strategic Financial..., New Business Development, Benefits Administration, Marketing, Microsoft Word, Sales, Personal Lines Auto, Retirement Planning, Underwriting, Health Insurance

Education
National Paralegal College   2000 — 2002
Associates in Paralegal Assistant

East Rochester High School

Ryan Curcio Ryan Curcio Greater New York City Area Details
Ryan Curcio's Sagemark Consulting Experience June 2009 - February 2012
Job Senior Account Supervisor at BioScience Communications
Industry Marketing and Advertising
Experience
Edelman  September 2015 - Present
International Meetings & Science  October 2014 - September 2015
International Meetings & Science  January 2014 - October 2014
Framework Solutions, Inc.   February 2012 - December 2013
Sagemark Consulting   June 2009 - February 2012

Skills
Customer Service, Market Research, Marketing, Microsoft Office, Project Management, Social Media Marketing, Business Analysis, Outlook, Management, Marketing Strategy, PowerPoint, Cross-functional Team..., Account Management, Microsoft Excel, Pharmaceutical Industry

Education
Southern Connecticut State University
Bachelor of Science (B.S.), Business Administration/Finance

Jerod Cohen Jerod Cohen Raleigh-Durham, North Carolina Area Details
Jerod Cohen's Sagemark Consulting Experience 1999 - 2003
Job Agent/Broker at Snipes Insurance Service, Inc.
Industry Insurance
Experience
Snipes Insurance Service a Division of Eben Concepts Company   September 2004 - Present
Sagemark Consulting   1999 - 2003

Skills
Commercial Insurance, Disability Insurance, Employee Benefits, Health Insurance, Health Savings Accounts, Insurance, Life Insurance, Term Life Insurance, Underwriting

Education
East Carolina University   1993 — 1998
BSBA - Finance, MBA

Bob Dillow Bob Dillow San Francisco Bay Area Details
Bob Dillow's Sagemark Consulting Experience 1992 - Present
Job Private Wealth Advisor at Sagemark Consulting
Industry Financial Services
Experience
Sagemark Consulting   1992 - Present

Skills
Financial Planning, Investment Management, Alternative Investments, Retirement Planning, Retirment Income..., Estate Planning, Estate Tax Reduction, Charitable Planning, Insurance, Education Funding, Business Succession..., Business Exit-Sale..., Business Continuity..., Long Term Care Insurance, Life Insurance

Education
Saint Mary's College of California   1984 — 1986
Master of Business Administration (M.B.A.), Marketing

San Jose State University   1972 — 1976
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Carole Hudak Carole Hudak Cleveland/Akron, Ohio Area Details
Carole Hudak's Sagemark Consulting Experience June 2001 - September 2004
Job Project Manager Instructional Design at PNC
Industry Financial Services
Experience
PNC  May 2012 - Present
Bank of America  October 2005 - November 2011
AmTrust Bank  October 2004 - October 2005
Sagemark Consulting   June 2001 - September 2004
Third Federal Savings  August 1993 - May 2001

Skills
Leadership Development, Coaching, Instructional Design, Workshop Facilitation, Program Facilitation, Blended Learning, Collaboration, Strategic Financial..., Mortgage Lending, Credit, Relationship Management, Banking, Training Delivery, Training, Leadership, Change Management, Strategic Planning, Process Improvement, Project Management, Employee Engagement, Performance Management, Financial Services, Needs Analysis, Sales, Human Resources, Marketing, Mergers & Acquisitions, Finance, Hands-on Training

Education
Cleveland State University
Bachelor of Arts, Speech Pathology

Lake Erie College
MBA, Business Administration

Neil Gilliss, MBA, CFP® Neil Gilliss, MBA, CFP® Richmond, Virginia Area Details
Neil Gilliss, MBA, CFP®'s Sagemark Consulting Experience March 2001 - December 2003
Job President at Canal Capital Management
Industry Investment Management
Experience
Canal Capital Management   April 2011 - Present
Johnson & Gilliss Wealth Management   January 2004 - April 2011
Sagemark Consulting   March 2001 - December 2003
Wheat First Securities  August 1999 - March 2001

Skills
Tax Reduction, Investments, Financial Planning, Options Strategies, Retirement, Portfolio Management, Retirement Planning, Estate Planning, Wealth Management, Endowments, Asset Management

Education
University of Richmond   2001 — 2004
MBA, Finance

Hampden-Sydney College   1995 — 1999
Bachelor of Arts, Managerial Economics

David Hicok, ChFC David Hicok, ChFC Greater Los Angeles Area Details
David Hicok, ChFC's Sagemark Consulting Experience September 2002 - April 2011
Job Our mission is to assist our clients in identifying and achieving their financial goals.
Industry Financial Services
Experience
Hicok Financial Solutions   May 2013 - Present
Financial Planning Association of San Gabriel Valley   January 2014 - Present
MetLife  August 2011 - May 2013
Sagemark Consulting   September 2002 - April 2011
Laguna Beach Chamber of Commerce   January 2005 - December 2010
AXA Advisors  December 1999 - September 2002

Skills
Business Planning, WealthManagement, Wealth Transfer, Estate Planning, Succession Planning, Asset Management, Retirement Plans, Defined Benefit, Retirement Income..., Stock Options Strategies, Wealth Management, Retirement Planning, Insurance, Asset Managment, Wealth, Investments, Retirement, Stocks, Strategy, High Net Worth..., Finance, Risk Management, Fixed Annuities, Financial Services, Financial Planners, Strategic Financial..., Small Business, Employee Benefits, Investment Management, Personal Finance, IRAs, 401k, Life Insurance, Management, Strategic Planning, Disability Insurance

Education
University of Redlands   2011 — 2013
Bachelor of Science, Business

The American College   2008 — 2011
ChFC, Chartered Financial Consultant

State University of New York at Albany   1981 — 1983
Bachelor of Science, Business

Brenda Jewell Brenda Jewell Greater San Diego Area Details
Brenda Jewell's Sagemark Consulting Experience September 1993 - March 1999
Job Brokerage Account Manager at Capitas Financial
Industry Insurance
Experience
Capitas Financial  April 2012 - Present
Hartford Life  November 2000 - May 2012
Producers Group   March 1999 - November 2000
Sagemark Consulting   September 1993 - March 1999

Skills
Insurance, Fixed Annuities, Disability Insurance, Investments, Long-term Care, Term Life Insurance, Retirement, Long Term Care Insurance, Health Insurance, Retirement Planning, 401k, Wealth Management, Series 7, IRAs, Employee Benefits, Estate Planning, Financial Planners, Strategic Financial..., Asset Allocation

Education
Mesa College

Nassau Community College

Linda Stavedahl Linda Stavedahl San Francisco Bay Area Details
Linda Stavedahl's Sagemark Consulting Experience 1995 - 2001
Job Director of Operations at Park Miller, LLC
Industry Financial Services
Experience
Park Miller, LLC   March 2008 - Present
Sagemark Consulting   1995 - 2001
San Francisco Pendelton   1988 - 1995

Skills
Estate Planning, Investments, Wealth Management, Personal Finance, Management, Program Management, Strategic Planning, Budgets, Project Management, Analysis, Coaching, Training, Marketing, Finance, Microsoft Office, Negotiation, Public Speaking, Event Planning, Microsoft Excel, Nonprofits

Education
San Francisco State University   1983 — 1988
BS, Business Administration

George Washington High School   1979 — 1983

Scott Nelson, CFP®, MBA Scott Nelson, CFP®, MBA Greater Los Angeles Area Details
Scott Nelson, CFP®, MBA's Sagemark Consulting Experience September 2006 - Present
Job Financial Planner at Sagemark Consulting
Industry Financial Services
Experience
California Lutheran University  June 2013 - Present
Sagemark Consulting   September 2006 - Present

Skills
Wealth Management, Wealth Preservation..., High Net Worth..., Series 7, Fixed Annuities, Securities, Retirement, Financial Advisory, Estate Planning, Personal Financial..., Succession Planning, Retirement Planning, Long Term Care Insurance, 401k, 401k Rollovers, Insurance, Risk Management, Strategic Planning, Investment Advisory, IRAs, Mutual Funds, Retirement Income..., Savings, Portfolio Management, Pensions, Asset Allocation, Personal Finance, Public Speaking, Life Planning, Executive Compensation..., Financial Education, Budgeting, Financial Coaching, Whole Life, Unit Trusts, Municipal Bonds, Corporate Bonds, Stocks, Financial Goals, Alternative Investments, Charitable Trusts, Trusts, Asset Management, Financial Planning, Finance, Investments, Wealth

Education
California Lutheran University   2007 — 2011
MBA, Finance

California Lutheran University   2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General

Grant Heinitz Grant Heinitz San Francisco Bay Area Details
Grant Heinitz's Sagemark Consulting Experience May 2001 - August 2005
Job Vice President at Marsh & McLennan Companies, Inc.
Industry Capital Markets
Experience
Marsh & McLennan Companies, Inc.   May 2012 - Present
PTS / Arctic Express   July 2011 - March 2012
J.P. Morgan   August 2010 - February 2011
Wells Fargo Advisors  October 2006 - August 2010
MORGAN STANLEY  January 2006 - October 2006
Sagemark Consulting   May 2001 - August 2005
United States Marine Corps  June 1997 - June 2001

Skills
Access, Financial Analysis, Financial Planning, Financial Reporting, Business Analysis, Analytics, Business Intelligence, Business Strategy, Business Planning, Business Management, Excel, Process Improvement, Operational Efficiency, Efficiency Improvement, Program Management, Account Management, Management Consulting, Portfolio Strategy, Portfolio Management, Investment Strategies, Investments, Weather Derivatives, Insurance Linked..., Strategic Financial..., Microsoft Excel, Entrepreneurship, Start-ups, Asset Management, Business Development

Education
Saint Mary's College of California   2010 — 2011
MBA, Finance, 3.6

California State University-East Bay   2008 — 2010
BS, Corporate Management

Boston University   2008 — 2009
CFP, Certificate in Financial Planning

University of California, San Diego   2001 — 2005
BA, Political Science with an emphasis in American Politics

Steven J. Carder, MBA, CFP®, CRPC® Steven J. Carder, MBA, CFP®, CRPC® Orange County, California Area Details
Steven J. Carder, MBA, CFP®, CRPC®'s Sagemark Consulting Experience February 2004 - Present
Job Private Wealth Advisor at Sagemark Consulting
Industry Financial Services
Experience
Sagemark Consulting   February 2004 - Present

Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master’s Degree, Business Administration

University of Colorado Boulder
BA, Molecular Biology

Robert R. Boucher Robert R. Boucher Greater Minneapolis-St. Paul Area Details
Robert R. Boucher's Sagemark Consulting Experience August 2010 - Present
Job Financial Planner
Industry Financial Services
Experience
Sagemark Consulting   August 2010 - Present

Skills
Estate Planning, Financial Planning, Charitable Giving, Investments

Education
Middlebury College   1979 — 1982
BA, Political Science

Jon Elfin Jon Elfin San Francisco Bay Area Details
Jon Elfin's Sagemark Consulting Experience November 2002 - Present
Job Helping families plan for a secure, happy life for their Special Needs Dependents
Industry Financial Services
Experience
Sagemark Consulting   November 2002 - Present
Sunflower Hill   January 2013 - Present
Valley Health Care Foundation   January 2009 - March 2014
St Marys College  October 2010 - March 2011
Nextcard  September 1997 - September 2002
Providian  October 1986 - October 1996

Skills
Insurance, Retirement, Risk Management, Strategic Planning, Estate Planning, Retirement Planning, Portfolio Management, Financial Services, Succession Planning, Disability Insurance, Tax, Leadership, Wealth, Small Business, Investment Strategies

Education
St. Mary's College of California   1991 — 1992
MBA, Business Administration and Management, General

Washington State University   1977 — 1981
BA

Kent Mosher Kent Mosher Cleveland/Akron, Ohio Area Details
Kent Mosher's Sagemark Consulting Experience January 1999 - January 2009
Job Founding Partner / Financial Advisor at Stratos Wealth Partners
Industry Investment Management
Experience
Stratos Wealth Partners  February 2009 - Present
Sagemark Consulting   January 1999 - January 2009
Ernst & Young  November 1996 - December 1998

Skills
Investments, Retirement, Financial Advisory, Wealth, Retirement Planning, Securities, Wealth Management, Estate Planning, Insurance, Tax, Mutual Funds, Business, Strategic Financial..., Series 7, Portfolio Management, Risk Management, Asset Managment, Financial Analysis

Education
Xavier University   1984 — 1986
MBA, Business and Finance

Taylor University   1978 — 1982
BA, Business Administration

Harvey Jacobson Harvey Jacobson Greater Los Angeles Area Details
Harvey Jacobson's Sagemark Consulting Experience September 1985 - August 2000
Job President at California Financial Partners, Inc.
Industry Financial Services
Experience
California Financial Partners, Inc.   January 2001 - Present
Sagemark Consulting   September 1985 - August 2000

Education
   1978 — 1982
MBA, Applied Economics, Marketing

University of Rochester - Simon Business School   1978 — 1982
MBA, Applied Economics/Marketing

Syracuse University   1974 — 1976
MS, Mathematics Education

State University College at Brockport   1970 — 1971
BA, Mathematics

New Utrecht High School

Carmine Campo Carmine Campo Greater New York City Area Details
Carmine Campo's Sagemark Consulting Experience November 2007 - Present
Job Financial Planner
Industry Financial Services
Experience
Sagemark Consulting   November 2007 - Present

Education
Excelsior College   1979 — 1981
Degree, Business

Gary Hager Gary Hager Greater New York City Area Details
Gary Hager's Sagemark Consulting Experience January 1991 - August 2004
Job CEO at Integrated Wealth Management`
Industry Financial Services
Experience
Campaign Sports, LLC   January 2011 - Present
Integrated Wealth Management`  August 2004 - Present
Sagemark Consulting   January 1991 - August 2004

Skills
Investments, Estate Planning, Wealth, Portfolio Management, Financial Advisory, Alternative Investments, Asset Allocation, Insurance, Wealth Management, Asset Management, Asset Managment, Estate Tax Planning, Retirement Planning, Small Business, Wealth Management..., Financial Planning, Securities, High Net Worth..., Strategic Financial..., Financial Planners, Entrepreneurship, Succesful Charitable..., Insurance Planning, Funding, Equities, Succession Planning, Fundraising

Education
Brooklyn College   1978 — 1979
Associates, Accounting FInance

City University of New York-Brooklyn College
Finance, General

Al Stern Al Stern Chicago, Illinois Details
Al Stern's Sagemark Consulting Experience January 1998 - January 1999
Job Channel Manager at kCura
Industry Management Consulting
Experience
kCura  October 2012 - Present
RISING REALTY, LLC   January 2004 - January 2014
kCura  October 2011 - September 2012
QUALITY CLIENT SERVICES, LLC   January 2002 - January 2011
ASSET PLANNING SOLUTIONS, LLC   January 1999 - January 2002
SAGEMARK CONSULTING   January 1998 - January 1999
UNIQUE BUSINESS SERVICES, INC   January 1995 - January 1997

Skills
Business Development, New Business Development, Management, Sales, Leadership, Marketing, B2B, Sales Process, Salesforce.com, Training, Negotiation, Litigation Support, SaaS, Investments, Document Review, Account Management, Contract Negotiation, Content Management, Networking, Selling, Cold Calling

Education
Michigan State University   1991 — 1996

James Dy, CFP®, CIMA®, AIF®, AAMS®, AWMA® James Dy, CFP®, CIMA®, AIF®, AAMS®, AWMA® Greater New York City Area Details
James Dy, CFP®, CIMA®, AIF®, AAMS®, AWMA®'s Sagemark Consulting Experience October 2001 - September 2008
Job CERTIFIED FINANCIAL PLANNER™ & Partner at Main Street Wealth Management, LLC
Industry Financial Services
Experience
Main Street Wealth Management, LLC   September 2008 - Present
Sagemark Consulting   October 2001 - September 2008
Eagle Strategies, LLC  April 1997 - October 2001

Skills
Financial Planning, Estate Planning, Retirement Planning, Succession Planning, Wealth Management, Insurance, Series 7, Certified Financial..., Certified Investment..., Accredited Investment..., Accredited Asset..., Accredited Wealth..., Investment Advisory, Asset Management, Risk Management, Multi-generational..., Holistic Financial..., Registered Investment..., Wealth Management..., Investments, Securities, Strategic Financial..., Investment Management, Fiduciary

Education
New Jersey Institute of Technology - School of Management   1991 — 1996
Bachelor of Science, Management

Alison Hunt, MPH Alison Hunt, MPH Washington D.C. Metro Area Details
Alison Hunt, MPH's Sagemark Consulting Experience August 2001 - September 2003
Job Public Affairs at Agency for Healthcare Research and Quality (HHS)
Industry Government Relations
Experience
Agency for Healthcare Research and Quality (HHS)   January 2012 - Present
National Cancer Institute  November 2011 - December 2011
Dell Services  July 2004 - November 2011
Dell Services  September 2003 - July 2004
Sagemark Consulting   August 2001 - September 2003

Skills
Social Media, Press Releases, Marketing, Health Communication, Video, Audience Measurement, Talking Points, Public Relations, Social Media Marketing, Facebook, Copywriting, Data Collection, Qualitative Research, Strategic Communications, Public Health, Proposal Writing, Community Outreach, SPSS, Newsletters, Data Analysis, Research, Event Planning, Marketing Communications, Public Speaking, Social Marketing, Editing, Blogging, Media Relations, Strategic Planning, Market Research, Internal Communications, Event Management, PowerPoint, Analysis, Microsoft Office, Social Networking, Marketing Strategy, Quantitative Research, Program Evaluation, Healthcare

Education
The George Washington University   2010 — 2012
Master of Public Health, Public Health

Virginia Polytechnic Institute and State University   1997 — 2001
Bachelor of Arts, Communications, Public Relations

Lisa Catalano Lisa Catalano Redwood City, California Details
Lisa Catalano's Sagemark Consulting Experience June 2006 - 2008
Job Operations and Production Assistant
Industry Media Production
Experience
Oracle  May 2012 - Present
Pat Areias Sterling   December 2010 - April 2012
Play Flag Football   March 2009 - June 2009
Sagemark Consulting   June 2006 - 2008
Island Soap & Candle Works   June 2005 - September 2005
Kelly Services  June 2002 - August 2004
Central Coast Cardiology   June 2001 - September 2001

Skills
Microsoft Office, iMovie, HTML, Social Media Marketing, Social Media, Google Adwords, Facebook Ads, YouTube, Video Blogging, Online Advertising, Website Promotion, Inventory Management, Managing Employees, Brand Development, Facebook, Management, PowerPoint, Social Networking, Sales, Public Speaking, Customer Service, CRM, Editing

Education
Santa Clara University   2004 — 2008
BS, Management

Hartnell Community College   2001 — 2004
AA, General Studies

John Friedman, CFP® John Friedman, CFP® San Francisco Bay Area Details
John Friedman, CFP®'s Sagemark Consulting Experience September 2001 - August 2003
Job Providing pure financial advice. No sales. No assetgathering. Just pure financial advice.
Industry Financial Services
Experience
John Friedman Financial   September 2001 - Present
Sagemark Consulting   September 2001 - August 2003
JF/RQ Consulting   September 1994 - August 2001
E*TRADE Financial  March 1998 - March 2001
Law Offices of John Friedman, and two other firms   January 1985 - December 1998
of LinkedIn   January 1900 - January 1900

Skills
Making it Fun, and Invigorating to, Delve into One's, Financial Life and, Thereby Improve It, Considerably., Financial Advising, of All Sorts, Financial Coaching, Financial Planning, Financial Managing, Financial Educating, Financial Health..., Personal Financial..., Holistic Financial..., Strategic Financial..., Business Planning, Estate Planning, Retirement Planning, Certified Financial..., Helping People Change, Their Financial Lives, Financial Advisory

Education
Haas School of Business, UC Berkeley   1993 — 1995
M.B.A., Entrepreneurship, technology, marketing and finance

University of California, Los Angeles - School of Law   1981 — 1984
J.D., Business planning, tax planning, estate planning and copyright

Grinnell College   1975 — 1979
A.B. with Honors, Physiological Psychology, Anthropology

Deerfield High School   1971 — 1975
High School Diploma

Ryan ReBell Ryan ReBell Sacramento, California Area Details
Ryan ReBell's Sagemark Consulting Experience 2002 - 2003
Job Account Vice President at SWBC
Industry Banking
Experience
SWBC  April 2003 - Present
Sagemark Consulting   2002 - 2003

Education
Humboldt State University   1994 — 1998
BS, Economics

Henry G. Mautner Henry G. Mautner Cincinnati, Ohio Details
Henry G. Mautner's Sagemark Consulting Experience November 1992 - Present
Job Financial Planner
Industry Financial Services
Experience
Sagemark Consulting   November 1992 - Present

Skills
Estate Planning, Wealth Management, Series 7, Strategic Financial..., Insurance, Risk Management, Strategic Planning, Public Speaking, Retirement Planning, Mutual Funds, Investments, Retirement, Small Business, Wealth, Fixed Annuities, Wealth Accumulation, Financial Advisory, Financial Planning, Investment Advisory, Life Insurance

Education
Yale University   1974 — 1976
MM, Music Performance

Miami University   1970 — 1974
BMus, Music Theory and Composition

Simone Cvancara Simone Cvancara Appleton, Wisconsin Details
Simone Cvancara's Sagemark Consulting Experience 2012 - Present
Job MBA, Process Improvement Consultant, Market Analyst
Industry Management Consulting
Experience
Sagemark Consulting   2012 - Present
Impact, Inc.   1997 - 2001
US Bank  1996 - 1997

Skills
Business Strategy, Management Consulting, Market Research, Strategic Financial..., Portfolio Management, Retirement Planning, Business Planning, Strategic Planning, Marketing Strategy, Analytics

Education
Cardinal Stritch University   2007 — 2009
MBA, Business Administration

Universidade Cândido Mendes   1989 — 1993
Bachelor, Economics

H. John Parunak MBA, CFP®, CRPC® H. John Parunak MBA, CFP®, CRPC® New London/Norwich, Connecticut Area Details
H. John Parunak MBA, CFP®, CRPC®'s Sagemark Consulting Experience June 2005 - Present
Job Private Wealth Advisor
Industry Financial Services
Experience
Sagemark Consulting   June 2005 - Present
Banc of America Investments  September 2000 - November 2004
Banc of America Investment Services  2000 - 2004
Quick & Reilly  2000 - 2004
Bank of America  2000 - 2004
Fleet Bank of Boston   1991 - 1996

Skills
Retirement, Mutual Funds, Financial Advisory, Estate Planning, Wealth, Insurance, Investments, Financial Services, Strategy, Small Business, Fixed Annuities, Strategic Planning, Wealth Management, Series 7, Finance

Education
Saint John's University   1979 — 1980
AP, Finance

Fairleigh Dickinson University   1975 — 1977
MBA, Marketing

Rutgers University-New Brunswick   1969 — 1973
BA, Liberal Arts

Yechiya Berzon Yechiya Berzon United States Details
Yechiya Berzon's Sagemark Consulting Experience 2002 - 2002
Job COO DreamSmoke
Industry Consumer Electronics
Experience
Dream Smoke Ltd.   September 2014 - Present
TNS Telecom   2011 - August 2014
TNS Telecom   2009 - 2011
TNS Telecom   2003 - 2009
Sagemark Consulting   2002 - 2002
SJM Capital   2001 - 2001

Skills
Telecommunications, Product Management, Strategic Partnerships, Business Strategy, Business Development, New Business Development, International Sales, Team Leadership, Call Center, Mobile Devices, Financial Analysis, Mobile Technology, VAS, VoIP, SIP, Cellular Communications, Management, Call Centers, Entrepreneurship, Product Development, Team Management, Start-ups, Competitive Analysis, Account Management, Business Planning, Forecasting, Strategy, Wireless, Sales, CRM, Mobile Applications, Product Marketing, Customer Retention, Integration, Go-to-market Strategy, SaaS, E-commerce, Online Marketing, Sales Management

Education
The Johns Hopkins University - Carey Business School   1998 — 2002
MBA, Finance

Ner Israel   1997 — 2000
BTL, Bachelors of Talmudic Law

YSMZ   1996 — 1997
GAP Year abroad

Catrina Williams Catrina Williams Greater New York City Area Details
Catrina Williams's Sagemark Consulting Experience June 2002 - 2004
Job Computer Associate at New York City Transit
Industry Transportation/Trucking/Railroad
Experience
New York City Transit  October 2013 - Present
New York City Transit  July 2012 - October 2013
New York City Transit  March 2011 - July 2012
New York City Transit  March 2009 - February 2011
New York City Transit  March 2008 - February 2009
Garden City Group  2006 - 2008
Developmental Disabilities Institute (DDI)   September 2004 - 2006
Sagemark Consulting   June 2002 - 2004

Skills
Outlook, Microsoft Excel, Microsoft Word, Spreadsheets, Data Entry, Access, Project Management, Claims Handling, Claims Resolution, PowerPoint, Financial Accounting, Strategic Financial..., Financial Services, Timekeeping, Time Management, Midas, Databases, Research, Windows, Teaching, Team Management, Analysis, Data Analysis, Administration, Management

Education
Dowling College   2007 — 2009
MBA, Corporate Finance, General Management

Goucher College   2000 — 2004
BA, Management and Law

Derick Stanger Derick Stanger Norcross, Georgia Details
Derick Stanger's Sagemark Consulting Experience May 1999 - August 2003
Job Project Manager, Senior Estimator at FlorWorx
Industry Construction
Experience
Elite Flooring, Inc.   May 2015 - Present
FlorWorx   September 2011 - May 2015
MRG Flooring   February 2007 - September 2011
Hertz Local Edition  May 2005 - February 2007
Sagemark Consulting   May 1999 - August 2003

Skills
Construction Management, Project Estimation, Contract Negotiation, Value Engineering, Subcontracting, Renovation, Change Orders, Submittals, Project Planning, Procurement, Cost Control, Cost Management

Education
Georgia State University - J. Mack Robinson College of Business   2011 — 2015
Master of Business Administration (MBA)

Georgia State University   2002 — 2005
Bachelor's degree, Business Management

Tara Blair Tara Blair Fort Worth, Texas Details
Tara Blair's Sagemark Consulting Experience July 1998 - Present
Job Private Wealth Advisor at Sagemark Consulting
Industry Financial Services
Experience
Sagemark Consulting   July 1998 - Present
PwC  August 1994 - August 1997

Skills
CPA, Certified Financial..., Disability Insurance, Financial Analysis, Series 24, Parenting Skills..., Sales Management, Finance

Education
Texas Christian University - M.J. Neeley School of Business   1990 — 1994
Bachelor of Business Administration (BBA), Double Major Accounting and Finance

Kyle Anderson, CRPC® Kyle Anderson, CRPC® Irvine, California Details
Kyle Anderson, CRPC®'s Sagemark Consulting Experience April 2010 - Present
Job Financial Planner at Sagemark Consulting
Industry Financial Services
Experience
Sagemark Consulting   April 2010 - Present
Cantinas Ranch CLP   June 2006 - February 2010
Video Applications, Inc. a WorldStage company   September 1994 - June 2009

Skills
Business Succession, Estate Planning, Retirement Planning, Financial Advisory, Investments, Insurance, Financial Services, Wealth, Asset Allocation, Securities, Financial Planners, 401k, Business Planning, Retirement, Strategic Financial...

Education
College for Financial Planning
Chartered Retirement Planning Counselor

Rich Arzaga, CFP, CCIM Rich Arzaga, CFP, CCIM San Ramon, California Details
Rich Arzaga, CFP, CCIM's Sagemark Consulting Experience 2003 - 2004
Job Certified Financial Planner™, Educator, Advocate for Business Owners and Real Estate Investors
Industry Financial Services
Experience
UC Berkeley Personal Financial Planning Program   January 2006 - Present
Cornerstone Wealth Management, Inc.   April 2004 - Present
UC Santa Cruz Extension in Silicon Valley   January 2005 - December 2008
Sagemark Consulting   2003 - 2004
Prudential California Realty  2001 - 2002
VideoShare.com   2000 - 2001
TRIP.com  1997 - 2000
PC World Magazine, IDG   1983 - 1986

Skills
Tax Reduction Strategies, Investment Properties, Risk Management, Charitable Giving, Succession Planning, Wealth Preservation, Alternative Investments, Deferred Compensation, Investments, Real Estate, Insurance, Personal Finance, Small Business, Financial Planning, Securities, Entrepreneur, Wealth Management, Estate Planning, Retirement Planning, Portfolio Management, Business Planning, Retirement, Asset Protection, Wealth, Long Term Care, Financial Analysis, Annuities, Investment Advisory, IRA's, Asset Allocation, Mutual Funds, Investment Strategies, Retirement Income..., Financial Advisory, Insurance Planning, 401k, Wealth Accumulation, Equities, Disability Insurance, High Net Worth..., Wealth Transfer, Exit Strategies, Commercial Real Estate, Start-ups, Finance, Strategy, Leadership, Financial Services, Asset Management

Education
University of California, Berkeley   2001 — 2002
Graduate, Department of Personal Financial Planning

Northwestern University - Kellogg School of Management   1984 — 1985
Graduate Studies, Management

San Jose State University   1978 — 1983
BA, Advertising

Gini Gregg Gini Gregg Atlanta, Georgia Details
Gini Gregg's Sagemark Consulting Experience August 2011 - January 2012
Job Deloitte Consultant
Industry Consumer Goods
Experience
Deloitte Consulting  July 2012 - Present
North Carolina Senate  January 2012 - March 2012
Sagemark Consulting   August 2011 - January 2012
Credit Suisse  June 2011 - August 2011
American Red Cross  September 2010 - December 2010
North Carolina House of Representatives  May 2008 - January 2010

Skills
Derivatives, Data Analysis, Accounting, Financial Analysis, Project Management, Microsoft Excel, Research, Management Consulting, Event Planning

Education
North Carolina State University
Bachelor's degree, Business Administration, International Studies, 4.0

Lori Segura Lori Segura Dallas/Fort Worth Area Details
Lori Segura's Sagemark Consulting Experience January 2000 - September 2001
Job Spanish teacher Levels 1,2,3,3PreAP and 4AP at Lewisville Independent School District
Industry Education Management
Experience
Independent School District  August 2005 - Present
AFLAC New York  October 2001 - August 2005
Sagemark Consulting   January 2000 - September 2001
ConAgra Foods  December 1989 - March 1993
ConAgra Foods  April 1984 - November 1989
Keller International Publishing   January 1982 - January 1985

Skills
Bilingual Spanish, Proficient in German, Series 7 licensed, Business Strategy, Negotiation, Strategic Planning, Microsoft Office, Customer Relations

Education
Thunderbird School of Global Management   1979 — 1980
Masters, International Business

Cal Poly San Luis Obispo   1975 — 1978
Bachelor of Science, Agricultural Business Management

Brian Sugrue Brian Sugrue San Francisco Bay Area Details
Brian Sugrue's Sagemark Consulting Experience October 2002 - February 2011
Job CBO Consultant and Board Member
Industry Nonprofit Organization Management
Experience
Center for Human Development  January 2005 - January 2012
Sagemark Consulting   October 2002 - February 2011
Brian Sugrue Consulting   August 2009 - December 2010
Sagemark Consulting   October 2005 - August 2009
Contra Costa Crisis Center  August 1996 - August 1998

Skills
Public Speaking, Strategic Planning, Fundraising, Leadership, Investments, Estate Planning, Marketing, Retirement, Strategy, Insurance, Volunteer Management, Wealth, Financial Planners, Nonprofits

Education
Leadership Contra Costa   2007 — 2008
Leadership Development

Ithaca College   1987 — 1991
BA, Speech Comm/Anthropology

Phil E. Gose Phil E. Gose West Des Moines, Iowa Details
Phil E. Gose's Sagemark Consulting Experience March 1999 - March 2005
Job Providing Thought Leadership in the Areas of Creating, Protecting, and Transferring Wealth Since 1999.
Industry Financial Services
Experience
Capital Resource Management, LLC   2005 - Present
Sagemark Consulting   March 1999 - March 2005
Sprint  January 1998 - February 1999
National Crop Insurance Services  June 1995 - December 1997

Skills
Wealth Management, Investments, Strategic Financial..., Risk Management, Retirement Planning, Insurance, Asset Management, Investment Advisory, Employee Benefits, Financial Analysis

Education
Iowa State University   1990 — 1995
Bachelors in Statistics, Minor in Economics

Jefferson-Scranton High School   1987 — 1990

Kent Thompson Kent Thompson Raleigh, North Carolina Details
Kent Thompson's Sagemark Consulting Experience July 2002 - January 2009
Job Financial Advisor at Capitol Financial Solutions
Industry Financial Services
Experience
Capitol Financial Solutions  June 2013 - Present
Financial Directions Group   January 2009 - June 2013
First Allied Securities  2009 - June 2013
Sagemark Consulting   July 2002 - January 2009
Wachovia Bank  May 1998 - July 2002
Merrill Lynch  November 1992 - April 1998

Skills
Retirement Planning, Estate Planning, Wealth Management, Investments, Retirement, Strategy, Finance, Insurance, Long-term Care, Financial Planners, Tax, Analysis

Education
College for Financial Planning
Master of Science (M.S.), Financial Planning and Services

College for Financial Planning
CERTIFIED FINANCIAL PLANNER™ practitioner, Financial Planning and Services

Western Carolina University   1975 — 1977
ABT Masters Degree, Clinical Psychology, Didn't finish my Thesis

St. Andrews Presbyterian College   1971 — 1974
BA, Psychology

UVA   1969 — 1971
none, Religion

Jeff Gustafson Jeff Gustafson San Francisco Bay Area Details
Jeff Gustafson's Sagemark Consulting Experience July 2011 - Present
Job
Industry Financial Services
Experience
Sagemark Consulting   July 2011 - Present
LPL Financial - Turning Leaf Financial Group   April 2009 - July 2011
Wells Fargo  2006 - 2008
Vpacket Communications  2001 - 2003
Ascend Communcations/Lucent Technologies   1998 - 2001
Ascend Communications  1997 - 1999
Bay Networks  1994 - 1997
Digital Equipment Corporation  1987 - 1994

Skills
Management, Investments, Finance, Financial Planning, Sales, Retirement, Securities, Start-ups, Marketing, Estate Planning

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1983 — 1986
MBA

University of Colorado Boulder - Leeds School of Business   1975 — 1979
BS

Jeff Sivek Jeff Sivek Washington D.C. Metro Area Details
Jeff Sivek's Sagemark Consulting Experience September 2010 - 2011
Job Associate at Dentons US LLP
Industry Law Practice
Experience
Dentons  October 2014 - Present
American University Washington College of Law  August 2011 - May 2014
Dentons US LLP  June 2013 - August 2013
Sagemark Consulting   September 2010 - 2011
Northwestern Mutual Financial Network  May 2010 - September 2010

Education
American University Washington College of Law   2011 — 2014
Juris Doctor (J.D.)

University of Maryland College Park   2006 — 2010

Jeffrey Kosek Jeffrey Kosek Cleveland, Ohio Details
Jeffrey Kosek's Sagemark Consulting Experience December 2013 - Present
Job Private Wealth Advisor at Sagemark Consulting
Industry Financial Services
Experience
Sagemark Consulting   December 2013 - Present
Lincoln Financial Advisors  August 2013 - January 2014
American Income Life  February 2012 - June 2013
Jergens Inc.  November 2010 - May 2011
John Carroll University Information Services   October 2007 - May 2011
Northeast Ohio Areawide Coordinating Agency   June 2008 - August 2008
GutterBrush LLC   May 2006 - August 2008

Skills
Critical Thinking, Leadership, Visionary, Analysis, Teamwork, PowerPoint, Team Leadership, Team Building, Marketing Strategy, Product Management, Budgets, Social Media, Data Analysis, SEO, Forecasting, CRM, Access, Leadership Development, Microsoft Excel, Advertising, Marketing, Strategic Planning, Training, Sales, Negotiation, Customer Service, Product Development, Entrepreneurship, Management, Sales Management, Microsoft Office, Marketing Communications, Social Media Marketing, Account Management, Fundraising, Public Speaking, Finance, Public Relations, Trade Shows, Microsoft Word, New Business Development, Insurance, Event Management, Salesforce.com, Coaching, Event Planning, Direct Sales, Outlook, Social Networking

Education
John Carroll University   2011 — 2011
Management MBA Coursework

John Carroll University   2006 — 2011
Bachelor of Science, Business Administration; Marketing

Romina Karla Gonzales Romina Karla Gonzales Greater Los Angeles Area Details
Romina Karla Gonzales's Sagemark Consulting Experience January 2012 - January 2015
Job Financial Analyst, Accounting Rotation Program at The Walt Disney Company
Industry Entertainment
Experience
Disney Consumer Products  January 2015 - Present
Sagemark Consulting   January 2012 - January 2015
The Walt Disney Studios  June 2013 - August 2013
AIESEC San Francisco  January 2012 - December 2012
University of San Francisco  August 2011 - September 2012
AIESEC San Francisco  September 2010 - August 2012
PwC  July 2012 - July 2012
Deloitte  December 2011 - December 2011
Hollister Co.  August 2011 - August 2011
University of San Francisco  May 2011 - May 2011

Skills
Leadership, Training, Team Leadership, Event Management, Program Management, Budgets, Team Management, Business Development, Operations Management, Forecasting, Spreadsheets, Spreadsheet Modeling, Account Management, Accounting, SAP, Compliance, Personal Finance, Recruiting, Retail Sales, Microsoft Excel, PowerPoint, Public Speaking, Social Media

Education
University of San Francisco   2010 — 2014
B.S., Business Administration, Accounting, Cum Laude

Institut catholique de Paris   2013 — 2013
French Language and Literature

Van Nuys High School   2006 — 2010
High School Diploma, Visual and Performing Arts

Mace Alameri Mace Alameri Greater San Diego Area Details
Mace Alameri's Sagemark Consulting Experience August 2013 - January 2014
Job Director of Client Success at BrightScope
Industry Financial Services
Experience
BrightScope  November 2014 - Present
BrightScope  February 2014 - November 2014
Sagemark Consulting   August 2013 - January 2014
Ameriprise Financial Services, Inc.   July 2012 - February 2013

Skills
Data Analysis, Financial Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, Research, Budgets, Public Speaking, Customer Service, Outlook, Social Media, English, Accounting, Stata, MySQL, Client Relations, Mutual Funds, Analytics, Investments, Financial Services

Education
University of California, San Diego   2009 — 2013
Bachelor of Arts (B.A.), Economics

Randolph W. Rowe Randolph W. Rowe Rochester, New York Area Details
Randolph W. Rowe's Sagemark Consulting Experience July 2001 - Present
Job Financial Planner at Sagemark Consulting
Industry Financial Services
Experience
Sagemark Consulting   July 2001 - Present
(licensed not practicing)   June 1996 - Present
John Hancock  July 1995 - July 2001

Skills
Estate Planning, Long Term Care, Fee-Based Comprehensive..., Asset Protection, Retirement/Financial..., Cash Flow Analysis and..., Financial Advisory, Financial Services, Long-term Care, Retirement, Retirement Planning, Strategic Financial..., Wealth, Investment Advisory, Trusts, Securities, Series 7, Wealth Management

Education
SUNY Buffalo Law School   1993 — 1995
JD

State University of New York College at Brockport   1990 — 1992
BS, Criminal Justice/Pre law

Monroe Community College   1987 — 1989
AS, Criminal Justice

Lauren Steele Lauren Steele Charlotte, North Carolina Details
Lauren Steele's Sagemark Consulting Experience February 2012 - November 2012
Job Risk Advisory Services at EY
Industry Accounting
Experience
EY  August 2014 - Present
Ernst & Young  June 2013 - August 2013
Sagemark Consulting   February 2012 - November 2012

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Communication Skills, CRM databases, Finance, Financial Services, Accounting, Financial Analysis, Teamwork, Event Planning, Leadership, Research, Microsoft Office, Data Analysis

Education
North Carolina State University   2010 — 2014
Bachelor of Science (BS), Business Administration and Management - Finance; Minors: Accounting and Law & Justice

Per-Erik Voegt Per-Erik Voegt San Francisco Bay Area Details
Per-Erik Voegt's Sagemark Consulting Experience February 2011 - February 2011
Job Student at University of California, Berkeley
Industry Market Research
Experience
UC Berkeley  August 2011 - Present
International House at UC Berkeley  August 2015 - Present
Arbor Tutors   August 2015 - Present
UC Berkeley Department of Recreational Sports   May 2014 - June 2015
University Directories  May 2013 - August 2013
Cartagena Capital   June 2012 - July 2012
Kafka Kommunikation   July 2011 - July 2011
Sagemark Consulting   February 2011 - February 2011
Melissa Fox for California State Assembly   July 2010 - October 2010

Skills
PowerPoint, Photoshop, Microsoft Office, Research, Public Relations, Social Media, iMovie, HTML, Facebook, Morningstar, Capital IQ, Salesforce.com, KompoZer, Teamwork, Marketing, Tutoring

Education
University of California, Berkeley   2011 — 2015
Bachelor of Arts (B.A.), Interdisciplinary Studies, German

Corona del Mar High School   2007 — 2011

James Westermeyer James Westermeyer San Ramon, California Details
James Westermeyer's Sagemark Consulting Experience 1997 - 2012
Job Private Wealth Advisor Providing a Holistic, Customized Approach to Help Meet Your Personal Goals and Objectives
Industry Financial Services
Experience
Spectrum Wealth Partners  April 2012 - Present
Sagemark Consulting   1997 - 2012
Merrill Lynch  1990 - 1997
Coopers & Lybrand (Now: PricewaterhouseCoopers)   1985 - 1989

Skills
Personal Financial..., Investments, Retirement, Financial Advisory, Portfolio Management, Succession Planning, Retirement Planning, Life Insurance, Finance, Insurance, Wealth, Securities, Personal Finance, Wealth Management, Investment Advisory, Asset Management, Financial Planning, Investment planning, Small Business, Asset Allocation, Mutual Funds, High Net Worth..., Alternative Investments, Investment Management, Trusts, Investment Strategies, Series 7, Financial Planners, 401k, Certified Financial..., Strategic Financial..., Estate Planning, Business succession, Asset Protection, Cash Management, Wealth Preservation..., Retirement Plan..., Client Centered, Long Term Care Insurance, Executive Benefit..., Solution Focused, Risk Management, Problem Solving, Retirement Savings, Consulting, Retirement Benefits

Education
Oklahoma State University   1980 — 1984
Bachelor of Science, Accounting & Finance

Sooner High School   1976 — 1980

Daniel Roundtree, CFP® Daniel Roundtree, CFP® Greater Los Angeles Area Details
Daniel Roundtree, CFP®'s Sagemark Consulting Experience 1982 - Present
Job Financial Planner at Sagemark Consulting
Industry Financial Services
Experience
Sagemark Consulting   1982 - Present

Skills
Wealth Management, Wealth Preservation..., High Net Worth..., Fixed Annuities, Retirement Planning, Retirement, Financial Advisory, Estate Planning, Personal Financial..., Succession Planning, Long Term Care Insurance, 401k, 401k Rollovers, Insurance, Risk Management, Strategic Planning, Investment Advisory, IRAs, Mutual Funds, Retirement Income..., Savings, Portfolio Management, Pensions, Asset Allocation, Personal Finance, Public Speaking, Lifestyle Planning, Executive Compensation..., Financial Education, Budgeting, Financial Coaching, Whole Life, Financial Goals, Alternative Investments, Charitable Trusts, Trusts

Education
California Lutheran University   1987 — 1990
Financial Planning Certification Program, Finance

UCLA   1978 — 1982
Bachelor of Arts (B.A.), Sociology

Lydia E. Rossi Lydia E. Rossi Vienna, Virginia Details
Lydia E. Rossi's Sagemark Consulting Experience May 2007 - Present
Job Investment Advisor Representative
Industry Financial Services
Experience
Sagemark Consulting   May 2007 - Present

Skills
Four languages..., Cross Cultural...

Education
California State Polytechnic University-Pomona   1989 — 1991
BS, International Business

Bryan Hodges Bryan Hodges United States Details
Bryan Hodges's Sagemark Consulting Experience 1999 - 2002
Job Senior Vice President Sales NetJets, Inc.
Industry Airlines/Aviation
Experience
NetJets  January 2005 - Present
Merrill Lynch  2002 - 2005
Sagemark Consulting   1999 - 2002
Texo Corporation   1992 - 1997
Nalco Corporation / DuBois Chemicals   1983 - 1992

Skills
Contract Negotiation, Strategic Planning, Team Building, New Business Development, Risk Management, Selling

Education
American InterContinental University   2002 — 2004
MBA, Global Technology Management, 4.0 GPA

University of North Carolina at Chapel Hill   1983 — 1985
Bachelor's Degree, Industrial Relations

East Carolina University   1981 — 1983

Ravenscroft School   1975 — 1981
High School

Daniel Jeffery, CFP®, CRPC® Daniel Jeffery, CFP®, CRPC® Syracuse, New York Area Details
Daniel Jeffery, CFP®, CRPC®'s Sagemark Consulting Experience June 2006 - Present
Job Sagemark Consulting, Private Wealth Advisor
Industry Financial Services
Experience
Sagemark Consulting   June 2006 - Present
Cavalry Veterans Of Syracuse - Troop K   November 2009 - May 2015
The Carta Group   June 2004 - December 2009
Affordable Benefit Concepts, Inc.   June 1998 - June 2004
Managed Comp, Inc   March 1997 - June 1998
Big Brothers Big Sisters of America  1991 - 1998
Big Brothers Big Sisters of America  1991 - 1998
Big Brothers Big Sisters of America  1991 - 1998
Health Source, Inc   May 1995 - March 1997
Liberty Mutual Insurance  March 1991 - May 1996

Skills
Retirement Planning, Strategic Financial..., Estate Planning, Financial Services, Insurance, Small Business, Financial Planners, Investments, Wealth Management, Wealth, Retirement, Employee Benefits, Investment Advisory, Fixed Annuities, IRAs, Series 7, Asset Management, Securities, Financial Planning, Asset Allocation, Financial Analysis, Risk Management, Succession Planning, Business Planning, Charitable Giving, Funding, Equities, Long Term Care, Financial Modeling, Wealth Preservation, Personal Finance, Annuities, Retirement Income..., Investment Strategies, Insurance Planning, Wealth Accumulation, IRA's, Business Succession..., Asset Management..., Personal Financial..., Long Term Care Insurance, Estate/Asset Protection..., Alternative Investments..., CERTIFIED FINANCIAL...

Education
The American College   2011 — 2011
CERTIFIED FINANCIAL PLANNER™, CFP® Certification Curriculum

College for Financial Planning   2010 — 2010
CRPC®

Landmark Education   1995 — 2001

State University of New York College at Plattsburgh   1984 — 1988
Bachelor of Science, Business Management

Fayetteville-Manlius Sr., High School   1980 — 1984
Regents Diploma

Russell Lowry CFP® CRPC® CWM™ Russell Lowry CFP® CRPC® CWM™ Windsor, Connecticut Details
Russell Lowry CFP® CRPC® CWM™'s Sagemark Consulting Experience November 2000 - Present
Job Private Wealth Financial Advisor & 15 years of experience
Industry Financial Services
Experience
Sagemark Consulting   November 2000 - Present
Superior Consultant Company  1998 - 2000
Lincoln Computer Corporation   1994 - 1998
Syntrex Incorporated   1989 - 1991
United Personal Computer - ComputerLand   1982 - 1989
GEISCO General Electric Information Services   1979 - 1982
The Burroughs Corporation   July 1975 - May 1979

Skills
Strategic Financial..., Wealth Management, Portfolio Management, Strategy, Retirement Planning, Business Planning, Retirement, Insurance, Financial Services, Entrepreneurship, Investment Advisory, French, Golf, Helicopters, Flights, Finance, Ski, Investment Strategies, Small Business, Financial Planners, Sales Management, Employee Benefits, Mergers & Acquisitions, Series 7, Sales, Mutual Funds, Investments, Skiing, Financial Planning, Flying, IDPA Pistol Marksman

Education
American Academy of Financial Management ®   2010 — 2010
CWM™

College For Financial Planning   2006 — 2007
CRPC

The American College   2002 — 2004
CFP®

University of Connecticut   1978 — 1979

Fairfield University   1971 — 1975
BS

Wooster School   1968 — 1971

Ecole Mixe de Valreas, France   1969 — 1970

Jennifer Heichel-Henderson Jennifer Heichel-Henderson Mansfield, Ohio Area Details
Jennifer Heichel-Henderson's Sagemark Consulting Experience June 1998 - June 1999
Job CEO at Pinnacle Wealth Planning Services, Inc.
Industry Financial Services
Experience
Pinnacle Wealth Planning Services, Inc.   September 2005 - Present
CSA America  April 2004 - August 2005
CSA America  June 1999 - April 2004
Sagemark Consulting   June 1998 - June 1999

Education
Baldwin Wallace University   2003 — 2005
MBA, Executive Management

Ohio University   1991 — 1996
Bachelor of Science, Chemical Engineering

Lexington High School   1987 — 1991
College/University Preparatory and Advanced High School/Secondary Diploma Program

Hannah Zeigman-Dondlinger Hannah Zeigman-Dondlinger Austin, Texas Area Details
Hannah Zeigman-Dondlinger's Sagemark Consulting Experience June 2013 - July 2015
Job Intern at Sagemark Consulting
Industry Information Technology and Services
Experience
Dell  September 2015 - Present
Sagemark Consulting   June 2013 - July 2015
Fort Worth Family   August 2012 - June 2014
Lakeline Animal Care   January 2010 - July 2011

Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Teamwork, PowerPoint, Microsoft Word, Access, Customer Service, Data Analysis, Time Management, Facebook, Finance, Event Planning, Public Speaking

Education
Texas Christian University   2011 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance, Class of 2015

Nick Novak Nick Novak San Marcos, California Details
Nick Novak's Sagemark Consulting Experience June 2003 - December 2004
Job Vice President at Lusardi Construction Company
Industry Construction
Experience
Lusardi Construction Company  January 2005 - Present
Sagemark Consulting   June 2003 - December 2004
America West Airlines  April 2000 - December 2000

Skills
Pre-construction, Construction Management, Value Engineering, Project Estimation, Design-Build, Constructability, CPM Scheduling, Project Bidding, Subcontracting, RFI, Change Orders, LEED AP, Primavera P6, Cost Management, Construction, Estimates

Education
Arizona State University

California State University-San Marcos
Bachelor of Science (BS), Business Administration and Management, General

Hillsboro High School

Kansas State University

Andy Moyer Andy Moyer Greater Denver Area Details
Andy Moyer's Sagemark Consulting Experience June 1998 - December 2014
Job Analyst at Johnson Financial Group
Industry Financial Services
Experience
Johnson Financial Group  January 2015 - Present
Sagemark Consulting   June 1998 - December 2014

Skills
Financial Accounting, Management Accounting, Financial Analysis, Auditing, Tax Accounting

Education
University of Colorado at Denver   2009 — 2011
Master of Science (M.S.), Accounting

Metropolitan State College of Denver   2000 — 2002
Bachelor of Science (B.S.), Computer Information Systems

University of Vermont   1990 — 1994
Bachelor of Science (B.S.), Business Administration

Mike Kautz Mike Kautz Greater Boston Area Details
Mike Kautz's Sagemark Consulting Experience November 2014 - Present
Job Investment Advisor Representative at Sagemark Consulting
Industry Financial Services
Experience
Sagemark Consulting   November 2014 - Present
Northwestern Mutual  March 2014 - November 2014
Boston Children's Hospital  November 2013 - March 2014
MFS Investment Management  August 2013 - November 2013
Northwestern Mutual  June 2012 - September 2012
Duke University Health System  June 2010 - August 2010

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Salesforce.com, Spanish, Financial Analysis, Data Analysis, Finance

Education
2016 Level II Candidate in the CFA Program

Boston University   2009 — 2013
Bachelor's degree, Economics

Forsyth Country Day School   2005 — 2009

Carole McKeown Carole McKeown Denver, Colorado Details
Carole McKeown's Sagemark Consulting Experience 1995 - 2000
Job Wealth Strategist
Industry Financial Services
Experience
Janiczek & Co. Ltd   July 2000 - Present
Sagemark Consulting   1995 - 2000
MassMutual Financial Group  1984 - 1995

Skills
Microsoft Office, Research

Education
Metropolitan State College of Denver   1995 — 1997
Business Administration and Management, General, B

Montgomery College   1985 — 1989
Business/Marketing, B

Pauline Soeffing Pauline Soeffing Buffalo, New York Details
Pauline Soeffing's Sagemark Consulting Experience July 2006 - May 2011
Job Entrepreneurism Expert, Business Advisor, Educator, Management Consultant, Problem Solver
Industry Management Consulting
Experience
Daemen College  September 2011 - Present
Canisius College Women's Business Center  December 2008 - Present
NCCC Small Business Development Center   March 2008 - Present
Soeffing Associates   May 2002 - December 2014
Sagemark Consulting   July 2006 - May 2011
Dopkins & Company, LLP   June 1997 - June 2001

Skills
Start-ups, Coaching, New Business Development, Public Speaking, Business Planning, Mentoring, Small Business, Business Strategy, Market Research, Entrepreneurship, Strategic Planning, Problem Solving, Research, Writing, Financial Analysis, Teaching, Business Management, Entrepreneurship..., Business Education, Global Strategy, International Business, Management Consulting, Leadership Development, Organizational..., Staff Development, Public Relations, Management, Social Media, Marketing, Leadership, Training, Analysis, Budgets, Team Building, Finance

Education
State University of New York at Buffalo   1994 — 1997
BS, MBA, Finance

Stanford University
Certificate, Creativity

John Turcotte John Turcotte Greater Detroit Area Details
John Turcotte's Sagemark Consulting Experience 1992 - 1998
Job Managing Director Partner at Stratos Wealth Partners
Industry Financial Services
Experience
Stratos Wealth Partners  September 2013 - Present
LPL Financial  September 2013 - Present
Heritage Private Wealth   November 2010 - September 2013
First Heartland Capital, Inc.   August 2007 - September 2013
The Advanced Strategies Group   August 2007 - October 2010
Lincoln Financial Advisors  1992 - 2007
Sagemark Consulting   1992 - 1998
Mass Mutual  January 1991 - September 1992
Mutual Benefit Life  January 1986 - December 1990
Comerica Bank  1980 - 1985

Skills
Estate Planning, Wealth Management, Insurance Planning, Retirement Planning, Financial Planning, Wealth Transfer, Asset Protection, Succession Planning, Asset Management, Financial Services, Financial Advisory, Strategic Financial..., Insurance, Small Business, Retirement, Wealth

Education
Northern Michigan University   1976 — 1980
BS, Marketing

Jim DeCenzo Jim DeCenzo Greater Grand Rapids, Michigan Area Details
Jim DeCenzo's Sagemark Consulting Experience January 2000 - September 2003
Job Financial Planner
Industry Financial Services
Experience
Creative Financial Partners of Michigan   January 2013 - Present
Regal Financial Group  May 2007 - January 2013
New England Financial  September 2003 - May 2007
Sagemark Consulting   January 2000 - September 2003
NASE  March 1990 - January 1997

Skills
Mutual Funds, Wealth Management, Retirement Planning, Employee Benefits, Finance, Personal Finance, Retirement, Fixed Annuities, Long Term Care Insurance, Investments, IRAs, Estate Planning, Investment Advisory, Portfolio Management, Strategic Financial..., Asset Managment, Asset Allocation, 401k Rollovers, Variable Annuities

Education
Northampton Community College
Architecture

Chris Muckley Chris Muckley Greater New York City Area Details
Chris Muckley's Sagemark Consulting Experience June 2009 - August 2009
Job Enterprise Sales Executive, Mimeo.com Improving the ways technology companies manage their content globally.
Industry Printing
Experience
Mimeo.com  April 2015 - Present
Mimeo.com  January 2015 - March 2015
Mimeo.com  January 2014 - December 2014
Mimeo.com  June 2012 - December 2013
TheStreet  November 2011 - January 2012
Summit Risk Management - The Essex Group   March 2011 - July 2011
Creative Financial Group of NJ  September 2010 - March 2011
Sagemark Consulting   June 2009 - August 2009

Skills
Sales, Sales Management, Investments, Sales Operations, Strategic Financial..., Marketing, New Business Development, Account Management, B2B, Microsoft Excel, Relationship Management, Selling, CRM, Salesforce.com, Cold Calling, Lead Generation, Solution Selling, Direct Sales

Education
St. Joseph's University   2006 — 2010
Bachelors, Finance

Chris Wentz Chris Wentz Charlotte, North Carolina Area Details
Chris Wentz's Sagemark Consulting Experience January 2007 - April 2008
Job Financial Analyst at BASF
Industry Chemicals
Experience
BASF  November 2013 - Present
Family Dollar  April 2013 - November 2013
Family Dollar  October 2010 - April 2013
Family Dollar  March 2009 - October 2010
Hunter Hollis  December 2008 - February 2009
Circuit City  July 2008 - November 2008
Sagemark Consulting   January 2007 - April 2008

Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Financial Forecasting, Microsoft Office, SAP, Capital Budgeting, Data Analysis, Analytics, Variance Analysis, Forecasting, Finance, Competitive Analysis, Budgets, Analysis

Education
North Carolina State University - College of Management   2004 — 2008
Business Management, Finance

Cordano, Phillip Cordano, Phillip San Francisco Bay Area Details
Cordano, Phillip's Sagemark Consulting Experience Financial PlannerSagemark ConsultingJanuary 2001 - Present
Job Lincoln Financial Advisors
Industry Financial Services
Experience
Sagemark Consulting   Financial PlannerSagemark ConsultingJanuary 2001 - Present

Education
Saint Mary's College of California   1995 — 1999
BS, Physics

Marc Austin, CPA, CFP Marc Austin, CPA, CFP Hartford, Connecticut Area Details
Marc Austin, CPA, CFP's Sagemark Consulting Experience January 1990 - March 2004
Job Financial Advisor at Private Capital Group, LLC
Industry Financial Services
Experience
Private Capital Group, LLC  March 2004 - Present
Sagemark Consulting   January 1990 - March 2004
CIGNA Healthcare  1987 - 1990
Kostin and Rufkess Co CPA   June 1985 - June 1987

Skills
Retirement Planning, Estate Planning, Insurance, Securities, Strategic Financial..., Investments, Retirement, Financial Planners, Long-term Care, Small Business, High Net Worth..., Mutual Funds, Finance, Employee Benefits, Life Insurance, Coaching, Series 6, Financial Analysis, Financial Risk, Business Planning, Asset Allocation, Health Insurance, Series 7, Financial Services, Trusts, Mergers & Acquisitions, Investment Advisory, Series 63, Asset Management, Alternative Investments, Wealth Management, ETFs, Risk Management, Financial Advisory, Series 24, Credit, Investment Management, IRAs, Fixed Annuities, Disability Insurance, 401k, Mortgage Lending, Wealth, Pensions, Tax, Investment Strategies, Financial Modeling, Portfolio Management, Banking, Equities

Education
Quinnipiac University - School of Business   1979 — 1983
BS, Accounting

newington High school   1976 — 1979

Dave Cribbin Dave Cribbin Tampa/St. Petersburg, Florida Area Details
Dave Cribbin's Sagemark Consulting Experience 1987 - 2001
Job Principal at TailWind Capital Group
Industry Airlines/Aviation
Experience
ALG  2008 - Present
TailWind Capital Group   2005 - Present
Merrill Lynch  2004 - 2005
Polyconomics inc   2001 - 2003
Sagemark Consulting   1987 - 2001

Skills
Aircraft, Contract Negotiation, Mergers, Aviation, Airlines, Business Strategy, Strategic Planning, Sales, Finance, Corporate Law, Business Planning, Program Management, Operations Management, Mergers & Acquisitions, Negotiation, Strategy, Business Development, Start-ups

Education
Rowan University   1976 — 1980

Hope Wahlbrink Hope Wahlbrink Baltimore, Maryland Details
Hope Wahlbrink's Sagemark Consulting Experience June 2013 - August 2013
Job Equity Derivatives Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  July 2014 - Present
HoneyBaked Ham  May 2005 - Present
Vocus  February 2014 - June 2014
University of Maryland Orientation Office  September 2011 - May 2014
University of Maryland Orientation Office  January 2011 - December 2013
Sagemark Consulting   June 2013 - August 2013

Skills
Management, Customer Service, Sales, Facebook, PowerPoint, Event Planning, Microsoft Office, Social Media, Microsoft Excel, Microsoft Word, Social Networking, Social Media Marketing, Research, Public Speaking, Data Analysis

Education
University of Maryland College Park   2010 — 2014
Bachelor of Science (B.S.), Marketing and Finance, Junior

RMIT University
International Business and Economics

Robert Seymour Robert Seymour Greater Chicago Area Details
Robert Seymour's Sagemark Consulting Experience January 2005 - December 2005
Job Financial & Tax Professional (EA)
Industry Financial Services
Experience
GATX Corporation  2007 - Present
Self-employed  January 2006 - October 2007
Sagemark Consulting   January 2005 - December 2005
GATX Financial Services GmbH, Frankfurt, Germany   July 1998 - November 2001
GATX Capital Corporation  January 1991 - November 2001
GATX Capital (Hong Kong & Singapore branches)   January 1985 - January 1991

Skills
Finance, Financial Modeling, Portfolio Management, Corporate Finance, Investments, Valuation, Financial Structuring, Strategic Financial..., Financial Analysis, Accounting, Risk Management, Structured Finance, Cash Flow, Analysis, Capital Markets

Education
The University of Chicago Booth School of Business   1979 — 1981
M.B.A., Finance, Accounting

Golden Gate University   1977 — 1979
M.S.(Tax), Income Taxation

Macalester College   1972 — 1976
B.A., Economics, Philosophy

Kevin Sevier Kevin Sevier Greater San Diego Area Details
Kevin Sevier's Sagemark Consulting Experience October 2006 - April 2008
Job Managing Partner of Advanced Wealth Planning
Industry Financial Services
Experience
Advanced Wealth Planning   April 2008 - Present
Sagemark Consulting   October 2006 - April 2008

Education
California State University San Marcos   2000 — 2002
B.A.

University of California, Santa Barbara   1996 — 1999

James Green III, CISSP, GCFE James Green III, CISSP, GCFE Washington D.C. Metro Area Details
James Green III, CISSP, GCFE's Sagemark Consulting Experience November 2000 - January 2001
Job IV&V Security Engineer at Flatter & Associates, Inc.
Industry Computer & Network Security
Experience
Flatter & Associates, Inc.   July 2013 - Present
Knowledge Consulting Group  October 2010 - Present
Knowledge Consulting Group  January 2010 - October 2010
CACI  October 2007 - December 2009
TWM Associates   March 2007 - October 2007
SI International  February 2006 - March 2007
SI International  October 2005 - February 2006
Vistronix, Inc  November 2004 - October 2005
U.S. Conference of Catholic Bishops   October 2001 - September 2004
Sagemark Consulting   November 2000 - January 2001

Skills
Computer Security, Information Assurance, Cyber Security, Computer Forensics, Security Clearance, CISSP, Networking, Information Security, Information Security..., Network Security, Vulnerability Assessment, Security, FISMA, NIST, Vulnerability Management

Education
Howard University   1990 — 1994
BBA, Accounting

Duke University   1985 — 1988

Computer Learning Center

Eric Allbin Eric Allbin San Francisco, California Details
Eric Allbin's Sagemark Consulting Experience June 2002 - June 2006
Job Principal at Seven Post Investment Office LP
Industry Financial Services
Experience
Seven Post Investment Office LP   September 2011 - Present
Goldman Sachs & Co.   June 2006 - September 2011
Sagemark Consulting   June 2002 - June 2006

Skills
Investments, Portfolio Management, Wealth Management, Risk Management

Education
Columbia University in the City of New York   1997 — 2001

Dan Beltran, CFP(r), ChFC(r) Dan Beltran, CFP(r), ChFC(r) San Francisco Bay Area Details
Dan Beltran, CFP(r), ChFC(r)'s Sagemark Consulting Experience February 2006 - August 2011
Job Investment Professional
Industry Financial Services
Experience
Cetera Advisor Networks LLC, member FINRA/SIPC   September 2011 - Present
Sagemark Consulting   February 2006 - August 2011
Northern California Financial Associates   January 2005 - December 2005

Skills
Investment Management, Retirement Planning, Executive Compensation..., Insurance Planning, Business Succession..., Tax Planning, Financial Planners, Wealth Accumulation, Finance, Strategic Financial..., Succession Planning, Wealth Management, FINRA, Retirement, Fixed Annuities, 401k Rollovers, Long Term Care Insurance, Investments, IRAs, Variable Annuities, 529 Plans

Education
The American College   2013 — 2014
Chartered Financial Consultant (r), Financial Planning and Services

The American College   2009 — 2014
CERTIFIED FINANCIAL PLANNER PRACTITIONER TM, Financial Planning and Services

California State University-Chico   1998 — 2003
Bachelor's degree, School of Engineering

Larri Luthy Larri Luthy Greater Grand Rapids, Michigan Area Details
Larri Luthy's Sagemark Consulting Experience January 1999 - November 2002
Job Expedition Leader at Fortune Bay Expedition Team
Industry Insurance
Experience
Lighthouse Insurance Group  November 2014 - Present
Fortune Bay Expedition Team   January 2014 - Present
Kent County Search and Rescue   April 2013 - Present
Coldbrook Insurance Group  May 2013 - September 2014
Lighthouse Group  June 2012 - February 2013
Hansma Agency   November 2002 - June 2012
Celebration on the Grand  August 2001 - December 2010
4th of July Event   2003 - 2006
Sagemark Consulting   January 1999 - November 2002

Skills
Customer Service, Leadership, Time Management, Account Management, Microsoft Office, Microsoft Excel, Team Building, Training, Accounts Payable &..., Public Speaking, Recruiting, Interpersonal..., Organization Skills, Employee Training, Event Planning, Public Relations, Employee Relations, Social Networking, Insurance, Employee Benefits, Management

Education
Grand Rapids Community College
Associates

Xavier Maldonado Gil CFP® Xavier Maldonado Gil CFP® Greater San Diego Area Details
Xavier Maldonado Gil CFP®'s Sagemark Consulting Experience February 2005 - March 2008
Job Vice President Financial Planning at Wealth Analytics
Industry Financial Services
Experience
Wealth Analytics   September 2010 - Present
Advanced Wealth Planning   March 2008 - August 2010
Sagemark Consulting   February 2005 - March 2008

Skills
Retirement Planning, Strategic Financial..., Estate Planning, Finance, Investment Advisory, Financial Advisory, Asset Management, Spanish, Portfolio Management, Asset Managment, Certified Financial..., Financial Planning

Education
San Diego State University-California State University   2010 — 2011
Advanced Certificate in Personal Financial Planning, Financial Planning and Services

Universitat d'Alacant   2002 — 2002
Finance

Alliant International University-San Diego Scripps Ranch   1998 — 2001
B.S. International Business Administration

Marymount California University   1996 — 1998

Gina Bang Gina Bang Greater San Diego Area Details
Gina Bang's Sagemark Consulting Experience January 2010 - Present
Job Executive Assistant
Industry Financial Services
Experience
Sagemark Consulting   January 2010 - Present

Education
Towson University

Joan E. Zaleski Joan E. Zaleski Greater New York City Area Details
Joan E. Zaleski's Sagemark Consulting Experience July 2002 - November 2005
Job Financial Planner at JEZ Financial Strategies
Industry Financial Services
Experience
JEZ Financial Strategies   March 2013 - Present
Center for Wealth Preservation  December 2005 - March 2013
Sagemark Consulting   July 2002 - November 2005
Park Avenue Securities LLC  May 1999 - June 2002
Guardian Investor Services Corporation   May 1991 - May 1999
Cigna Financial Services Corp   June 1986 - May 1991

Skills
Comprehensive Financial..., Retirement Income..., Special Needs Planning, Investment Advisory..., Estate Planning, Long Term Care Plan...

Education
College of New Rochelle   1964 — 1968
Bachelor of Arts, French

Christopher Pitko Christopher Pitko Orange County, California Area Details
Christopher Pitko's Sagemark Consulting Experience August 1998 - July 1999
Job Project Accounting Manager at Quest Software
Industry Computer Software
Experience
Quest Software, Inc.   August 2011 - December 2012
TigerLogic Corporation  September 2009 - July 2011
Baycap, Inc   April 2004 - August 2009
Self Employed  August 1999 - April 2004
Sagemark Consulting   August 1998 - July 1999
Core Holdings   September 1996 - August 1998
Deloitte & Touche  September 1992 - September 1996

Skills
Accounting, Finance, Sarbanes-Oxley Act, Financial Statements, Revenue Recognition, Project Accounting, Consolidation, Management, Auditing, Internal Controls, Financial Reporting, Process Improvement, SEC filings, US GAAP, Variance Analysis, Managerial Finance

Education
Loyola Marymount University   1988 — 1992
BS, Accounting

Joe Zarlinga Joe Zarlinga Cleveland/Akron, Ohio Area Details
Joe Zarlinga's Sagemark Consulting Experience February 1999 - February 2009
Job Founding Partner & Wealth Advisor at Stratos Wealth Partners
Industry Financial Services
Experience
Stratos Wealth Partners  February 2009 - Present
Sagemark Consulting   February 1999 - February 2009

Skills
Financial Advisory, Estate Planning, Asset Management, Certified Financial..., Equities

Education
Ohio Northern University   1994 — 1999

Ivan Salas Orono Ivan Salas Orono Miami/Fort Lauderdale Area Details
Ivan Salas Orono's Sagemark Consulting Experience June 2008 - August 2008
Job MBA Candidate at Harvard Business School
Industry Hospitality
Experience
Starwood Hotels & Resorts Worldwide, Inc.   May 2012 - June 2015
Morgan Stanley  June 2010 - April 2012
Lemma Senbet Fund  May 2009 - July 2010
U.S. House of Representatives   August 2009 - December 2009
Huron Consulting Group  June 2009 - July 2009
Colleague Consulting   September 2008 - May 2009
Sagemark Consulting   June 2008 - August 2008
Mission of Argentina to the Organization of American States   January 2006 - December 2006

Skills
Finance, Spanish, Economics, Financial Analysis, PowerPoint, Bloomberg, Microsoft Excel, Financial Modeling, Research, Microsoft Office, English, Mergers, Investments, Due Diligence, Marketing

Education
Harvard Business School   2015 — 2017
Master of Business Administration (MBA)

University of Maryland - Robert H. Smith School of Business   2008 — 2010
B.S., Finance

Montgomery College   2006 — 2008
Associate of Arts, Business

Richard Ahrens, CFP Richard Ahrens, CFP Cleveland/Akron, Ohio Area Details
Richard Ahrens, CFP's Sagemark Consulting Experience June 2005 - April 2007
Job Wealth Specialist at Strategic Wealth Partners
Industry Financial Services
Experience
Strategic Wealth Partners  May 2015 - Present
New York Life Insurance Company  January 2015 - April 2015
Hickory Asset Management   March 2014 - October 2014
Wealth Strategy Advisors, LLC   May 2013 - March 2014
KeyBank  April 2007 - December 2012
Sagemark Consulting   June 2005 - April 2007
Sagemark Consulting   March 2003 - June 2005
KeyBank  November 2002 - March 2003
Wachovia Securities, LLC  October 2000 - September 2002
Wachovia Securities, LLC  August 1999 - September 2000

Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investment Portfolio..., Financial Advice, Client Interfacing, Investments, Portfolio Management, Estate Planning, Financial Planning, Retirement Income..., Executive Compensation..., Retirement, Asset Management, Investment Strategies, Asset Allocation, Technical Writing, Microsoft Office, Word, Excel, Equities, Insurance, Mutual Funds, Licensed Life Insurance..., Irrevocable Life..., Microsoft Excel, Financial Advisory, Series 7, Finance, High Net Worth..., IRAs, Wealth Management..., Investment Advisory, 401k, Small Business, Wealth, Fixed Annuities, Financial Analysis, Financial Services, Securities

Education
The American College   2004 — 2006
Certificate, CFP Curriculum

The University of Akron   1988 — 1993
BSBA, Finance

Ravenna High School   1984 — 1988
High School Diploma, College Preparatory

Brad R. Small Brad R. Small Reading, Pennsylvania Area Details
Brad R. Small's Sagemark Consulting Experience August 2005 - December 2011
Job Partner at CoActive Wealth Strategists
Industry Executive Office
Experience
CoActive Wealth Strategists   December 2011 - Present
Small Steps Management Group   2001 - Present
Sagemark Consulting   August 2005 - December 2011
Thrivent Financial for Lutherans  June 1996 - August 2005

Skills
Business Planning, Succession Planning, Estate Planning, Wealth Accumulation..., Innovative Problem..., Serve First Philosophy, Team Oriented, Team Leadership, Wealth Accumulation, Strategic Financial..., Investments, Training, Team-oriented, Coaching, Mergers & Acquisitions, Asset Allocation, Real Estate, Insurance, Small Business, Wealth Management, Leadership, Finance, Retirement, Portfolio Management, Retirement Planning, 401k, Long-term Care, Fixed Annuities, Investment Advisory, Financial Advisory, Financial Planners, Investment Strategies, Life Insurance, Mutual Funds, Disability Insurance, Securities, Long Term Care Insurance, Series 7, Term Life Insurance, Asset Management, Financial Services, Series 63, Estate Tax Planning, Investment Management, Alternative Investments, Health Insurance, Employee Benefits, Charity Governance, Financial Planning, Customer Service

Education
The American College   2009 — 2017
Financial Planning and Services

Elizabethtown College   1996 — 2000
BA and Minor, Communications and Business Administration

Autumn C. Soltysiak, CFP®, AAMS Autumn C. Soltysiak, CFP®, AAMS Traverse City, Michigan Details
Autumn C. Soltysiak, CFP®, AAMS's Sagemark Consulting Experience March 2013 - January 2015
Job Financial Planning | Wealth Management | Insurance | Business Plan Design
Industry Financial Services
Experience
hemming&   January 2015 - Present
Sagemark Consulting   March 2013 - January 2015
Hirt, Brown, Soltysiak Investment Group of Wells Fargo Advisors, LLC   July 2003 - March 2013
Applied Portfolio Management Program, Michigan Technological University   April 2002 - May 2003

Skills
Wealth Management, Strategic Financial..., Retirement Planning, Certified Financial..., Uniform Combined State..., Personal Finance, Estate Planning, Retirement, Fixed Income, Investment Strategies, Wealth Management..., Portfolio Optimization, Wealth, Equities, Investment Advisory, Finance, Small Business, Risk Management, Securities, Series 7, Asset Allocation, Mutual Funds, Investment Planning, Financial Analysis, Series 66, Life Insurance, Agribusiness, Business Sucession...

Education
Michigan Technological University   1999 — 2003
Bachelor of Science, Economics

Chad Jorgensen Chad Jorgensen Walnut Creek, California Details
Chad Jorgensen's Sagemark Consulting Experience March 2001 - February 2003
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2012 - Present
Wells Fargo Advisors  February 2006 - March 2012
Citicorp Investments Services   February 2003 - February 2006
Sagemark Consulting   March 2001 - February 2003

Education
California State University-Chico   1988 — 1993
International Relations, Environmental Psychology

El Cerrito High School

Phil Moshier Phil Moshier Cleveland/Akron, Ohio Area Details
Phil Moshier's Sagemark Consulting Experience September 1977 - Present
Job Private Wealth Advisor at Sagemark Consulting
Industry Financial Services
Experience
Sagemark Consulting   September 1977 - Present
Sagemark Consulting   September 1977 - Present

Skills
Retirement Planning, Wealth Management, Strategic Financial..., Estate Planning, Investment Advisory, Asset Allocation, Retirement, Investment Strategies, Investments, Alternative Investments, Securities, Asset Managment, Fixed Annuities, Financial Advisory, Wealth, Mutual Funds, Portfolio Management

Education
Denison University   1970 — 1974
BA, Economics

Simon Pontin Simon Pontin Rochester, New York Area Details
Simon Pontin's Sagemark Consulting Experience September 2002 - July 2003
Job Owner at Finger Lakes Vintage & Sports Car LLC
Industry Financial Services
Experience
Finger Lakes Vintage & Sports Car LLC   June 2013 - Present
Porsche Club of America  January 2005 - Present
Austin Spencer   October 2005 - June 2007
JP Morgan Chase  August 2002 - June 2005
Sagemark Consulting   September 2002 - July 2003

Skills
Portfolio Management, Process Improvement, Business Analysis, Strategic Planning, Business Strategy, Business Process..., Sales, Project Management, Customer Service, Vendor Management, Team Building, Program Management

Education
Rochester Institute of Technology   2003 — 2008
Bachelor, Finance

St. John Fisher College   2011 — 2013
Accounting Classes, Accounting

Donald Preston Donald Preston Buffalo/Niagara, New York Area Details
Donald Preston's Sagemark Consulting Experience June 1972 - Present
Job Private Wealth Advisor
Industry Financial Services
Experience
Sagemark Consulting   June 1972 - Present
Lincoln Financial Advisors  January 1997 - December 2009
CIGNA  June 1986 - December 1996
CIGNA Financial Advisors  1979 - 1996

Skills
Retirement Planning, Retirement, Management, Series 7, Wealth, Wealth Management

Education
St. John Fisher College   1968 — 1972
BBA, Business

Julie Laux Julie Laux Greater San Diego Area Details
Julie Laux's Sagemark Consulting Experience 2003 - 2004
Job Bilingual SpeechLanguage Pathologist at Palomar Medical Center
Industry Health, Wellness and Fitness
Experience
Palomar Medical Center  Speech-Language PathologistARC of San Diego2008 - 2010
Family Health Centers of San Diego  2005 - 2010
SDUSD  2007 - 2008
Sagemark Consulting   2003 - 2004
Hungry Minds  1999 - 2000

Skills
Program Development, Healthcare, Adolescents, Rehabilitation, Case Managment, Psychology

Education
La Jolla High School

University of California, Davis

Andrew Sirpis Andrew Sirpis Washington D.C. Metro Area Details
Andrew Sirpis's Sagemark Consulting Experience 2004 - 2006
Job Sales Manager at The Washington Group of MassMutual
Industry Financial Services
Experience
The Washington Group of MassMutual   July 2006 - Present
Chief Operating Officer of The Washington Group   June 2006 - Present
Northern Virginia Estate Planning Council   October 2008 - October 2009
Sagemark Consulting   2004 - 2006
CIGNA Financial Advisors  1984 - 2004
National Capital Business Ethics Awards   2001 - 2002
Society of Financial Services Professionals- Northern Virginia Chapter   1999 - 2000
General Agents and Managers Association-Greater Washington DC Chapter   1995 - 1996
CIGNA  1981 - 1984
Connecticut General Life Insurance Company  1980 - 1981

Education
The American College   1982 — 1983
Chartered Financial Consultant, Financial Planning

Rensselaer Polytechnic Institute   1979 — 1981
MS, Management

The American College   1972 — 1974
Chartered Life Underwriter, Insurance

Lafayette College   1962 — 1967
BA, Government and Law

JEB Stuart High School   1959 — 1963
Academic

Norview High School   1958 — 1959

James Neel James Neel Saint Johns, Florida Details
James Neel's Sagemark Consulting Experience 2008 - Present
Job Private Wealth Advisor at Sagemark Consulting
Industry Financial Services
Experience
Sagemark Consulting   2008 - Present
Merrill Lynch  1991 - 2008

Skills
Wealth, Wealth Management, Estate Planning, Strategic Financial..., Finance, Retirement Planning, Small Business, Succession Planning, 401k, Life Insurance, Series 7, Business Analysis, Securities, Financial Services, Investments, Risk Management, Mutual Funds, Process Improvement, Portfolio Management, Financial Analysis, Insurance, Team Building

Education
Jacksonville University   2002 — 2005
MBA

Alameda High School

Alameda High School

Andy Pulsfort Andy Pulsfort Cincinnati Area Details
Andy Pulsfort's Sagemark Consulting Experience January 2004 - December 2005
Job Experienced Wealth Advocate @ Mackey Advisors (you know us a Financial Advisors)
Industry Financial Services
Experience
Mackey Advisors  December 2005 - Present
Sagemark Consulting   January 2004 - December 2005
Lincoln Financial Advisors  January 2004 - December 2005

Skills
Investments, Estate Planning, Retirement Planning, Retirement, Finance, Mutual Funds, 401k, Strategic Financial..., Financial Analysis, Small Business, Credit, Insurance, Public Speaking, Financial Planners, Customer Service, Securities, Commercial Lending, Project Management, Banking, Risk Management

Education
University of Dayton   2002 — 2003
Bachelor of Science, Finance, Economics, Business Administration

Thomas More College   1999 — 2002
N/A, General Studies

Jonathan Lee, CFP®, ChFC® Jonathan Lee, CFP®, ChFC® San Francisco Bay Area Details
Jonathan Lee, CFP®, ChFC®'s Sagemark Consulting Experience March 1998 - February 2010
Job Director of Planning at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors  August 2015 - Present
Insight Wealth Strategies  January 2013 - July 2015
Hanna Global Solutions  February 2010 - January 2013
Sagemark Consulting   March 1998 - February 2010

Skills
Investment Advisory, Securities, Retirement Planning, Strategic Financial..., Series 7, Fixed Annuities, Investment Management, Retirement, Asset Allocation, Insurance, Financial Advisory, Estate Planning, Investments, Employee Benefits

Education
UC Davis   1989 — 1993
Bachelor of Science (B.S.)

Kipp Stumpf Kipp Stumpf Tampa/St. Petersburg, Florida Area Details
Kipp Stumpf's Sagemark Consulting Experience September 2008 - March 2011
Job Business Consultant at ConnectWise
Industry Information Technology and Services
Experience
ConnectWise  March 2011 - Present
Sagemark Consulting   September 2008 - March 2011
Merrill Lynch  May 2007 - August 2007

Skills
Analysis, Risk Management, CRM, Training, Program Management, Strategy, Portfolio Management, New Business Development, Investments, Business Analysis, Microsoft Office, Outlook, Process Improvement, Account Management, Project Management, SDLC, Customer Service, Strategic Planning, Databases, Business Process..., Consulting, Salesforce.com, Data Analysis, Coaching, Leadership

Education
University of South Florida   2010 — 2012
MBA, Finance

James Madison University   2004 — 2008
BBA, Finance

Robert (Bob) Weitzner Robert (Bob) Weitzner Greater New York City Area Details
Robert (Bob) Weitzner's Sagemark Consulting Experience May 2001 - January 2007
Job Commissioner of Finance/HR at Town of North Hempstead
Industry Government Administration
Experience
Town of North Hempstead  June 2012 - Present
Village of Port Washington North   April 2003 - Present
Town of North Hempstead  May 2009 - May 2012
Ronald McDonald House of Long Island  February 2007 - September 2008
Sagemark Consulting   May 2001 - January 2007

Skills
Budgets, Grant Writing, PCB design, Fundraising, Strategic Planning, Public Speaking, Non-profits, Policy, Government, Team Building, Strategic Financial..., Public Relations, Zoning, Small Business, Marketing

Education
Emory University   1978 — 1982
BBA, Marketing/Finance

Bruce Schilling CIMA CFP CLU ChFC Bruce Schilling CIMA CFP CLU ChFC Jacksonville, Florida Area Details
Bruce Schilling CIMA CFP CLU ChFC's Sagemark Consulting Experience February 2009 - March 2011
Job Certified Investment Management Analyst at LionsBridge Wealth Management
Industry Financial Services
Experience
LionsBridge Wealth Management   December 2014 - Present
LionsBridge Wealth Managment   May 2013 - Present
Sagemark Consulting   February 2009 - March 2011
Clark Consulting  January 2000 - February 2006
Clark Consulting  2000 - 2006
Cigna Financial Advisors/Sagemark Consulting   May 1984 - December 1999

Skills
Estate Planning, Financial Planning, Employee Benefits, Strategic Planning, Insurance, Retirement, Customer Service, Marketing, Wealth Management, Retirement Planning, Investments

Education
Clarkson University   1981 — 1982
BS, Marketing and Management

Jacksonville University   1978 — 1981
Bachelor of Science (B.S.), Marketing and Management

Vincent Lipari Vincent Lipari Greater New York City Area Details
Vincent Lipari's Sagemark Consulting Experience May 2009 - August 2009
Job Student Physician
Industry Hospital & Health Care
Experience
NYCOM  August 2012 - Present
Emergency Ambulance Service  August 2011 - August 2012
Sagemark Consulting   May 2009 - August 2009
John Hancock  January 2009 - April 2009
University of Richmond  January 2008 - August 2008
Tom's Point   June 2007 - August 2007

Skills
Microsoft Excel, PowerPoint, Research, Microsoft Word, Social Media

Education
NYIT   2012 — 2016
Doctor of Osteopathic Medicine, Medicine

University of Richmond - Robins School of Business   2006 — 2010
Bachelor of Science (B.S.), Business Administration with a concentration in Finance

Derrick Valencic Derrick Valencic Greater Atlanta Area Details
Derrick Valencic's Sagemark Consulting Experience January 2009 - March 2009
Job inventory analyst at Floor & Decor
Industry Financial Services
Experience
Floor & Decor  November 2014 - Present
CAN Capital  March 2014 - November 2014
Johnnys Pizza  March 2003 - 2013
Sagemark Consulting   January 2009 - March 2009
Independent Cousuting   August 2007 - January 2009

Skills
Financial Analysis, Financial Modeling, Finance, Investments, Strategic Financial..., Risk Management, Valuation, Portfolio Management, Business Analysis, Banking

Education
Kennesaw State University - Michael J. Coles College of Business   2001 — 2006
B.B.A., Finance

Richard Cooney Richard Cooney Syracuse, New York Details
Richard Cooney's Sagemark Consulting Experience January 1998 - Present
Job Private Wealth Advisor at Sagemark Consulting
Industry Financial Services
Experience
Sagemark Consulting   January 1998 - Present
CIGNA Individual Financial Servives Inc   September 1984 - January 1998
George Junior Republic  July 1981 - April 1984
Beckett Academy   July 1980 - July 1981
Eagle Hill School  June 1976 - July 1980

Skills
Financial Advisory, Investments, Insurance, Wealth, Personal Finance, Series 7, Retirement Planning, Wealth Management, Estate Planning, Alternative Investments, Strategic Financial..., Asset Managment, Succession Planning, Investment Advisory, Financial Modeling, General Securities..., Business Succession..., Eldercare Planning, Asset Allocation, Asset Management

Education
Skidmore College   1973 — 1974
Post-graduate Studies, Secondary Education and Teaching

Cornell University   1969 — 1973
B.S, Environmental Studies

Jonathan Robson Jonathan Robson Greater Atlanta Area Details
Jonathan Robson's Sagemark Consulting Experience April 2008 - May 2010
Job President/CEO
Industry Financial Services
Experience
Robson Planning Group, Inc   January 2003 - Present
Old Trace Investors, LLC   March 2007 - Present
Sagemark Consulting   April 2008 - May 2010
Strategic Planning Group, LLC   April 2001 - April 2008
Regions Financial Corporation  May 1998 - April 2001

Education
University of Alabama at Birmingham   1994 — 1998
Management and Marketing, Finance

Auburn University   1992 — 1994
Chemical Engineering

DeAnna Leonard DeAnna Leonard Cleveland/Akron, Ohio Area Details
DeAnna Leonard's Sagemark Consulting Experience September 2010 - September 2012
Job Finance Manager at Ohio Youth Soccer Association North
Industry Marketing and Advertising
Experience
Ohio Youth Soccer Association North   September 2012 - Present
Sagemark Consulting   September 2010 - September 2012
Community Times Publishing   October 2007 - January 2012
Alltel Information Services  January 1998 - July 2002
Kids Play  1991 - 1998

Skills
Marketing, New Business Development, Social Media Marketing, Marketing Strategy, Public Relations, Strategic Planning, Social Media, Accounts Receivable, Accounts Payable, Bookkeeping, Financial Accounting, Account Management, Benefits Administration, Accounting, Small Business, Nonprofits

Education
The Ohio State University   1987 — 1999

The University of Akron   1989 — 1991
BA, Family and Child Development

Peter Pabon Peter Pabon Greater New York City Area Details
Peter Pabon's Sagemark Consulting Experience December 2003 - March 2009
Job Certified Financial Planner at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning  April 2009 - Present
Sagemark Consulting   December 2003 - March 2009
MetLife  1989 - 2003

Skills
Strategic Financial..., Estate Planning, Portfolio Management, Asset Managment, Retirement Planning, Series 7, Fixed Annuities, Mutual Funds, IRAs, Wealth Management, Series 63, Investment Advisory, 401k, Asset Allocation, Wealth Accumulation, Financial Planners, 403 b, Pension Planning

Education
Brooklyn College   1979 — 1982

Hong- Yen Thai Hong- Yen Thai Washington D.C. Metro Area Details
Hong- Yen Thai's Sagemark Consulting Experience July 2012 - Present
Job Student at George Mason University School of Management
Industry Financial Services
Experience
Sagemark Consulting   July 2012 - Present
Nightlife Agency   April 2012 - July 2012
Property Management Office, NVCC   September 2007 - December 2008
Mc Donald’s, Falls Church   December 2005 - May 2006

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Financial Analysis

Education
George Mason University   2008 — 2011
Bachelor of Science, Finance

George Mason University - School of Management   2008 — 2011
Bachelor of Science (BS), Finance, General

Jeff Stemler Jeff Stemler San Diego, California Details
Jeff Stemler's Sagemark Consulting Experience May 1998 - May 2002
Job EVP Sales at Asset Marketing Systems
Industry Financial Services
Experience
Asset Marketing Systems  May 2002 - Present
Sagemark Consulting   May 1998 - May 2002
New York Life Insurance Company  April 1992 - April 1998
Capital Analysts  April 1982 - May 1992
Herzak, Single and Stemler   January 1970 - April 1982

Skills
Insurance, Financial Services, Direct Marketing, Strategic Financial..., Marketing, Investments, Competitive Analysis, Strategy, Securities, Sales, Business Development, Strategic Partnerships, Forecasting, Lead Generation

Education
Kent State University   1967 — 1969
Bachelor of Business Administration (BBA), Marketing

Chris Liddicoat Chris Liddicoat San Francisco Bay Area Details
Chris Liddicoat's Sagemark Consulting Experience September 1992 - January 2000
Job Sales Vice President at Highland Capital Brokerage
Industry Financial Services
Experience
Highland Capital Brokerage  February 2010 - Present
Merrill Lynch  January 2006 - January 2010
Merrill Lynch  January 2000 - January 2006
Sagemark Consulting   September 1992 - January 2000

Education
University of California, Berkeley   1980 — 1984
BA, Economics

Carol Kuo Carol Kuo Greater Seattle Area Details
Carol Kuo's Sagemark Consulting Experience February 1997 - June 2000
Job Financial Services Professional
Industry Financial Services
Experience
Northern Trust  February 2006 - March 2011
Northern Trust  February 2006 - March 2011
Brown Brothers Harriman  July 2005 - January 2006
Lincoln Financial Advisors  February 2001 - July 2005
PaineWebber  September 1999 - June 2000
Sagemark Consulting   February 1997 - June 2000

Skills
Asset Allocation, Investments, Portfolio Management, Investment Strategies, Investment Advisory, Asset Managment, Strategic Financial..., Bloomberg, Trading, Series 7, Mutual Funds, Series 63, Securities, Alternative Investments

Education
University of California, Los Angeles Extension   2007 — 2007
Designation, Personal Financial Planner

University of California, Irvine   1996 — 2000
Bachelor of Arts (B.A.), Economics

Maria Tkach Maria Tkach Greater Philadelphia Area Details
Maria Tkach's Sagemark Consulting Experience January 2010 - April 2010
Job Accounting and Contracting/Compliance
Industry Pharmaceuticals
Experience
Merck  January 2013 - Present
Merck  January 2013 - Present
Heffler, Radetich & Saitta LLP   December 2011 - July 2012
Merck  May 2011 - December 2011
Highway Distribution Systems Inc; a Division of the Clark Group   September 2010 - March 2011
Clark Worldwide Transportation; a Division of the Clark Group   September 2010 - March 2011
Sagemark Consulting   January 2010 - April 2010

Education
Temple University   2008 — 2010
BBA, Accounting

Diann L. (Graham) Andrews Diann L. (Graham) Andrews Buffalo/Niagara, New York Area Details
Diann L. (Graham) Andrews's Sagemark Consulting Experience 2009 - Present
Job Financial Planner at Sagemark Consulting
Industry Financial Services
Experience
Sagemark Consulting   2009 - Present

Education
University of Chicago Graduate School of Business   1981 — 1983
MBA, Finance and Marketing

Iowa State University   1976 — 1980
BS, Engineering Operations

Alex Gao Alex Gao Orange County, California Area Details
Alex Gao's Sagemark Consulting Experience June 2009 - September 2009
Job Incoming Assurance Associate at McGladrey LLP
Industry Accounting
Experience
McGladrey  July 2014 - August 2014
6Theory Media  September 2009 - July 2014
Kingston Technology  November 2010 - January 2013
Sagemark Consulting   June 2009 - September 2009

Skills
Microsoft Office, Social Media, Microsoft Word, Photoshop, Social Networking, Microsoft Excel, PowerPoint, Photography, Accounting, Tutoring, Leadership, Teamwork, Public Speaking, Access, Customer Service, Time Management

Education
California State University-Fullerton   2011 — 2015
MS, Accountancy

University of California, San Diego   2006 — 2010
BS, Management Science

Paul Carman Paul Carman Boca Raton, Florida Details
Paul Carman's Sagemark Consulting Experience January 1999 - October 2013
Job Financial Planner Provenance Wealth Advisors
Industry Financial Services
Experience
Provenance Wealth Advisors  October 2013 - Present
Sagemark Consulting   January 1999 - October 2013

Skills
Financial Analysis, Team Building, Sales, Social Media

Education
Emory University   1976 — 1980
Bachelor's degree, Psychology/ English

Williston Northampton School   1972 — 1976

Dennis Warfield Dennis Warfield Norwalk, Connecticut Details
Dennis Warfield's Sagemark Consulting Experience Financial PlannerSagemark ConsultingJanuary 2012 - Present
Job Financial Planner at Sagemark Consulting
Industry Financial Services
Experience
Sagemark Consulting   Financial PlannerSagemark ConsultingJanuary 2012 - Present

Education
Keene State College   1978 — 1982
Bachelor's degree, Elementary Education and Teaching

Keene State College

David Wuthrich David Wuthrich Englewood, Colorado Details
David Wuthrich's Sagemark Consulting Experience September 1997 - May 1998
Job National Account Manager at College for Financial Planning
Industry Education Management
Experience
College for Financial Planning  March 2007 - Present
College for Financial Planning  March 2001 - March 2007
Certified Financial Planner Board of Standards  December 1999 - January 2001
CFP Board  July 1998 - December 1999
Sagemark Consulting   September 1997 - May 1998
Mountain States Employers Council  May 1995 - September 1997

Skills
Consultative Sales..., Public Speaking, B2B, Strategic Planning, Territory Management, Account Management, Strategic Selling, Prospecting New Accounts, Consulting, Higher Education, Contract Negotiation, Training, Textbooks, Publishing, Sales, New Business Development

Education
University of Denver College of Law   1989 — 1992
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law

Lewis and Clark College   1982 — 1986
Bachelor of Science (BS), Physics and Natural Science

Ed Meziere CFP® Ed Meziere CFP® Dallas/Fort Worth Area Details
Ed Meziere CFP®'s Sagemark Consulting Experience October 2001 - Present
Job Private Wealth Advisor at Sagemark Consulting
Industry Financial Services
Experience
Sagemark Consulting   October 2001 - Present

Skills
Estate Planning, Estate Preservation, Investment Selection, Retirement Planning, Business Succession, Wealth Distribution, Wealth, Succession Planning, Investment Advisory, Life Insurance, Retirement, Financial Advisory, Financial Planning

Education
Trinity University   1983 — 1985
Master of Science (M.S.), Healthcare Administration

University of Oklahoma - Price College of Business   1980 — 1983
Bachelor of Business Administration (B.B.A.), Accounting

Cody Jenkins Cody Jenkins Washington D.C. Metro Area Details
Cody Jenkins's Sagemark Consulting Experience February 2014 - May 2014
Job Recent College Graduate Seeking Entry Level Finance Position
Industry Financial Services
Experience
Sagemark Consulting   February 2014 - May 2014
Duff&Phelps YOUniversity Deal Challenge   December 2013 - January 2014
Self employed  June 2013 - August 2013
Michaels Arts & Crafts  October 2008 - August 2012

Skills
Strategy, Valuation, Finance, Access, Microsoft Excel, Mutual Funds, Forecasting, Retail, Financial Analysis, Bloomberg Terminal, Financial Modeling, Risk Analysis, Investments, Asset Allocation, Financial Markets

Education
George Mason University   2012 — 2015
Bachelor of Science, Finance

Ed Bouchane Ed Bouchane Lyndonville, New York Details
Ed Bouchane's Sagemark Consulting Experience 1998 - 1999
Job Banking Professional
Industry Banking
Experience
Velocitii   September 2014 - Present
Bank of America  2010 - 2013
General Motors Components Holdings, LLC  2006 - 2009
TeleTech  2003 - 2005
Center for Financial Training  1996 - 2003
Sagemark Consulting   1998 - 1999
AG Edwards  1997 - 1998
Citi  1993 - 1997
KeyBank  1986 - 1993

Skills
Portfolio Management, Investments

Education
Manhattan College   1978 — 1982
Bachelor of Science (BS), Business Administration

Arlene Ward Arlene Ward Bernardsville, New Jersey Details
Arlene Ward's Sagemark Consulting Experience 2004 - 2006
Job Financial Services Professional
Industry Financial Services
Experience
Somerset Hills Education Foundation   2009 - Present
Blue Sky MLS, Inc.   2011 - 2013
The Junior League of Morristown, Inc.   2006 - 2007
Sagemark Consulting   2004 - 2006
The Junior League of Morristown, Inc.   2000 - 2002
Sagemark Consulting   1999 - 2002
American Express Financial Advisors  1996 - 1999
Dean Witter Reynolds Inc.  1995 - 1996
Dean Witter Reynolds Inc.  1992 - 1995
Dean Witter Reynolds Inc.  1989 - 1992

Skills
Certified Public..., Certified Financial..., Series 3, Series 7,...

Education
New York University
Masters of Business Administration, Finance, General

Penn State University   1983 — 1987
Bachelor of Science (B.S.), Accounting, 3.5

Select page

1 2