Sagemark Consulting
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Sagemark Consulting August 2010 - Present
Skills
Estate Planning, Financial Planning, Charitable Giving, Investments
Education
Middlebury College 1979 — 1982
BA, Political Science
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
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
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
Sagemark Consulting November 2007 - Present
Education
Excelsior College 1979 — 1981
Degree, Business
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
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
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
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
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 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
SWBC April 2003 - Present
Sagemark Consulting 2002 - 2003
Education
Humboldt State University 1994 — 1998
BS, Economics
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Sagemark Consulting May 2007 - Present
Skills
Four languages..., Cross Cultural...
Education
California State Polytechnic University-Pomona 1989 — 1991
BS, International Business
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Sagemark Consulting Financial PlannerSagemark ConsultingJanuary 2001 - Present
Education
Saint Mary's College of California 1995 — 1999
BS, Physics
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
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
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
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
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
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
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
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
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
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
Sagemark Consulting January 2010 - Present
Education
Towson University
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Sagemark Consulting Financial PlannerSagemark ConsultingJanuary 2012 - Present
Education
Keene State College 1978 — 1982
Bachelor's degree, Elementary Education and Teaching
Keene State College
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
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
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
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
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