Sammons Securities
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Sammons Securities Employees
Employee
Years
Job
Industry
Edward C. Hogan, III Edward C. Hogan, III's Sammons Securities Experience October 2008 - Present
Job Helping you experience financial security through informed decision making
Industry Financial Services
Experience
BIRE Financial Services September 2010 - Present
Sammons Securities October 2008 - Present
Sigma Planning Corporation October 2008 - Present
First Financial Group, LLC December 2007 - October 2008
Centocor 2003 - 2006
Skills
Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Outlook, English, Windows, Research, Strategic Planning, Budgets, HTML, Public Speaking, Negotiation, Photoshop
Education
Saint Joseph's University 1991 — 1996
Master of Business Administration (M.B.A.), Finance, Healthcare
Virginia Polytechnic Institute and State University 1983 — 1986
Bachelor's Degree, Computer Science & Mathematics
Salem County Community College 1981 — 1983
Associate's Degree, Computer Science & Mathematics
Penns Grove High School 1977 — 1981
High School
BIRE Financial Services September 2010 - Present
Sammons Securities October 2008 - Present
Sigma Planning Corporation October 2008 - Present
First Financial Group, LLC December 2007 - October 2008
Centocor 2003 - 2006
Skills
Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Outlook, English, Windows, Research, Strategic Planning, Budgets, HTML, Public Speaking, Negotiation, Photoshop
Education
Saint Joseph's University 1991 — 1996
Master of Business Administration (M.B.A.), Finance, Healthcare
Virginia Polytechnic Institute and State University 1983 — 1986
Bachelor's Degree, Computer Science & Mathematics
Salem County Community College 1981 — 1983
Associate's Degree, Computer Science & Mathematics
Penns Grove High School 1977 — 1981
High School
Cali Steele Cali Steele's Sammons Securities Experience November 2009 - October 2011
Job at A Bookkeeping Project, LLC
Industry Financial Services
Experience
A Bookkeeping Project, LLC October 2006 - Present
Sammons Securities November 2009 - October 2011
Bowen Property Management June 2005 - October 2006
RiverPlace Athletic Club March 2003 - June 2005
ParkPlace Athletic Club November 2000 - March 2003
Thomason Auto Group January 1992 - November 2000
Skills
Accounting, Payroll, Budgeting, Strategic Financial..., QuickBooks, Microsoft Office, Cash Flow, ADP Payroll, Accpac, Adobe Creative Suite, FMLA, FoxPro, Reynolds & Reynolds, PC Anywhere, Outlook, Customer Service, Accounts Receivable, Training, Microsoft Excel, Financial Analysis, Financial Reporting, Microsoft Word, Operations Management, Budgets, Accounts Payable, Account Reconciliation, System Administration, Bookkeeping, Bank Reconciliation, Financial Statements, Strategic Planning, Small Business, Analysis, Project Management, Recruiting, Human Resources, Data Entry, Business Strategy, Employee Relations, Business Process..., Customer Satisfaction, Coaching, Change Management, Account Management, Tax Preparation, Process Improvement, Leadership, Internal Audit, Management, Inventory Management
Education
Portland State University 2005 — 2009
Portland Community College 2002 — 2005
AS, Business Management/Administration
Rex Putnam 1994 — 1996
General Diploma
A Bookkeeping Project, LLC October 2006 - Present
Sammons Securities November 2009 - October 2011
Bowen Property Management June 2005 - October 2006
RiverPlace Athletic Club March 2003 - June 2005
ParkPlace Athletic Club November 2000 - March 2003
Thomason Auto Group January 1992 - November 2000
Skills
Accounting, Payroll, Budgeting, Strategic Financial..., QuickBooks, Microsoft Office, Cash Flow, ADP Payroll, Accpac, Adobe Creative Suite, FMLA, FoxPro, Reynolds & Reynolds, PC Anywhere, Outlook, Customer Service, Accounts Receivable, Training, Microsoft Excel, Financial Analysis, Financial Reporting, Microsoft Word, Operations Management, Budgets, Accounts Payable, Account Reconciliation, System Administration, Bookkeeping, Bank Reconciliation, Financial Statements, Strategic Planning, Small Business, Analysis, Project Management, Recruiting, Human Resources, Data Entry, Business Strategy, Employee Relations, Business Process..., Customer Satisfaction, Coaching, Change Management, Account Management, Tax Preparation, Process Improvement, Leadership, Internal Audit, Management, Inventory Management
Education
Portland State University 2005 — 2009
Portland Community College 2002 — 2005
AS, Business Management/Administration
Rex Putnam 1994 — 1996
General Diploma
Jason Dillon Jason Dillon's Sammons Securities Experience May 2002 - January 2007
Job partner at The PowerGrabber.com
Industry Insurance
Experience
Colonial Life Insurance July 2009 - Present
COLONIAL LIFE INSURANCE July 2009 - Present
The PowerGrabber June 2009 - Present
FRANKLIN TEMPLETON RESOURCES March 2007 - October 2008
SAMMONS SECURITIES May 2002 - January 2007
UBS Inc April 1997 - April 2002
H & R BLOCK FINANCIAL June 1996 - April 1997
Education
Indiana University of Pennsylvania 1993 — 1996
BS, Finance
Cambria Heights High School
Indiana University of PA
Bachelor of Science, Finance
Colonial Life Insurance July 2009 - Present
COLONIAL LIFE INSURANCE July 2009 - Present
The PowerGrabber June 2009 - Present
FRANKLIN TEMPLETON RESOURCES March 2007 - October 2008
SAMMONS SECURITIES May 2002 - January 2007
UBS Inc April 1997 - April 2002
H & R BLOCK FINANCIAL June 1996 - April 1997
Education
Indiana University of Pennsylvania 1993 — 1996
BS, Finance
Cambria Heights High School
Indiana University of PA
Bachelor of Science, Finance
Ivan Anderson Ivan Anderson's Sammons Securities Experience July 2011 - January 2014
Job Independent Investment Advisor at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. July 2014 - Present
United Healthcare Medicare Solutions October 2010 - Present
Sammons Securities July 2011 - January 2014
H. Beck, Inc. January 2010 - July 2011
Pacific Life August 2007 - October 2009
RBC Capital Markets January 1999 - June 2002
Skills
Investments, Strategic Financial..., Retirement Planning, Mutual Funds, Wealth Management, Portfolio Management, Financial Analysis, Risk Management, Retirement, Life Insurance, Fixed Annuities, Equities, Investment Advisory, Disability Insurance, Estate Planning, Medicare Advantage, Medicare Part D, Medicare Prescription..., Licensed Life & Health..., IRAs, Trading, Fixed Income
Education
Creighton University 1994 — 1998
BSBA, Finance, General
Transamerica Financial Advisors, Inc. July 2014 - Present
United Healthcare Medicare Solutions October 2010 - Present
Sammons Securities July 2011 - January 2014
H. Beck, Inc. January 2010 - July 2011
Pacific Life August 2007 - October 2009
RBC Capital Markets January 1999 - June 2002
Skills
Investments, Strategic Financial..., Retirement Planning, Mutual Funds, Wealth Management, Portfolio Management, Financial Analysis, Risk Management, Retirement, Life Insurance, Fixed Annuities, Equities, Investment Advisory, Disability Insurance, Estate Planning, Medicare Advantage, Medicare Part D, Medicare Prescription..., Licensed Life & Health..., IRAs, Trading, Fixed Income
Education
Creighton University 1994 — 1998
BSBA, Finance, General
Jerry Troyer's Sammons Securities Experience March 2006 - December 2013
Job Financial Advisor
Industry Financial Services
Experience
WindanSea Financial Services December 2013 - Present
Sammons Securities March 2006 - December 2013
Edward Jones April 1997 - February 2006
First State Bank of Middlebury June 1974 - May 1997
Lake City Bank September 1994 - March 1997
Education
Dalbar 401k Specialist
Asset Allocation Management Specialist
Midwest Graduate School of Banking
Graduate Degree, Banking Administration
Hamilton University
B.S., Business Management
WindanSea Financial Services December 2013 - Present
Sammons Securities March 2006 - December 2013
Edward Jones April 1997 - February 2006
First State Bank of Middlebury June 1974 - May 1997
Lake City Bank September 1994 - March 1997
Education
Dalbar 401k Specialist
Asset Allocation Management Specialist
Midwest Graduate School of Banking
Graduate Degree, Banking Administration
Hamilton University
B.S., Business Management
Dylan Bullock's Sammons Securities Experience 2007 - 2011
Job Business Technology Consultant I Delivering Smart Solutions I Customer Advocate for Windstream
Industry Information Technology and Services
Experience
Windstream March 2012 - Present
Lids Team Sports December 2008 - December 2011
Sammons Securities 2007 - 2011
Skills
Marketing, New Business Development, Account Management, Contract Negotiation, Customer Service, Sales, Negotiation, Cloud Computing, Cold Calling, Direct Sales, Selling, Business Development, Managed Services, Sales Operations, Data Center, Social Media Marketing, Customer Retention, Salesforce.com, Sales Process, Leadership, Sourcing, Retail
Education
Utah State University 2002 — 2005
BS, Marketing
Snow College 2000 — 2002
AS, Gen Ed
Viewmont High School 1998 — 2000
High School Diploma, Gen Ed
Windstream March 2012 - Present
Lids Team Sports December 2008 - December 2011
Sammons Securities 2007 - 2011
Skills
Marketing, New Business Development, Account Management, Contract Negotiation, Customer Service, Sales, Negotiation, Cloud Computing, Cold Calling, Direct Sales, Selling, Business Development, Managed Services, Sales Operations, Data Center, Social Media Marketing, Customer Retention, Salesforce.com, Sales Process, Leadership, Sourcing, Retail
Education
Utah State University 2002 — 2005
BS, Marketing
Snow College 2000 — 2002
AS, Gen Ed
Viewmont High School 1998 — 2000
High School Diploma, Gen Ed
Teresa (Terri) Silvius's Sammons Securities Experience August 2002 - March 2014
Job Separate Account Compliance Officer
Industry Insurance
Experience
McHugh Consulting Resources, Inc. May 2014 - Present
Sammons Financial Group Member Companies October 2007 - March 2014
Sammons Securities August 2002 - March 2014
Sammons Financial Group Member Companies February 2004 - October 2007
Sammons Financial Group Member Companies February 2002 - February 2004
Sammons Financial Group Member Companies June 2000 - February 2002
MetLife June 1988 - June 2000
Skills
Separate Account..., SEC filings, FINRA, Regulatory Audits, Reporting & Analysis, Series 24, Series 7, Written Policies &..., Complaint Investigations, Risk Based Audits, Risk Based Testing, Life Insurance, Securities, Fixed Annuities, Insurance, Variable Annuities, 401k, Retirement, Process Improvement, Investments, Microsoft Excel, Customer Service, Business Analysis, Underwriting, Relationship Management, Performance Management, Life & Health Insurance..., Negotiation, PowerPoint, Qualified Retirement..., Mutual Funds, Team Management, Internal Controls, Office Management, Office Administration, Microsoft Office 2007, Executive Office..., Team Leadership, Collaborative Problem...
Education
The FINRA Institute for Professional Development & The Wharton School 2001 — 2003
Certified Regulatory Compliance Professional -- CRCP, Securities Industry Regulatory Compliance
Life Office Management Association (LOMA) 1995 — 2001
Achieved Course of Study for Designations Listed Below, Life Insurance Office Managment
Kishwaukee College 1981 — 1983
Associate's Degree, Administrative Assistant and Secretarial Science, General
McHugh Consulting Resources, Inc. May 2014 - Present
Sammons Financial Group Member Companies October 2007 - March 2014
Sammons Securities August 2002 - March 2014
Sammons Financial Group Member Companies February 2004 - October 2007
Sammons Financial Group Member Companies February 2002 - February 2004
Sammons Financial Group Member Companies June 2000 - February 2002
MetLife June 1988 - June 2000
Skills
Separate Account..., SEC filings, FINRA, Regulatory Audits, Reporting & Analysis, Series 24, Series 7, Written Policies &..., Complaint Investigations, Risk Based Audits, Risk Based Testing, Life Insurance, Securities, Fixed Annuities, Insurance, Variable Annuities, 401k, Retirement, Process Improvement, Investments, Microsoft Excel, Customer Service, Business Analysis, Underwriting, Relationship Management, Performance Management, Life & Health Insurance..., Negotiation, PowerPoint, Qualified Retirement..., Mutual Funds, Team Management, Internal Controls, Office Management, Office Administration, Microsoft Office 2007, Executive Office..., Team Leadership, Collaborative Problem...
Education
The FINRA Institute for Professional Development & The Wharton School 2001 — 2003
Certified Regulatory Compliance Professional -- CRCP, Securities Industry Regulatory Compliance
Life Office Management Association (LOMA) 1995 — 2001
Achieved Course of Study for Designations Listed Below, Life Insurance Office Managment
Kishwaukee College 1981 — 1983
Associate's Degree, Administrative Assistant and Secretarial Science, General
Heidi Hopkins Wheeler's Sammons Securities Experience 2008 - 2009
Job Looking for a position in Human Resources
Industry Human Resources
Experience
Heidel Investments March 2008 - Present
Sammons Securities 2008 - 2009
J.C.Penney 1990 - 2008
Education
University of Illinois at Urbana-Champaign 1988 — 1993
Political Science, Business Administration
Heidel Investments March 2008 - Present
Sammons Securities 2008 - 2009
J.C.Penney 1990 - 2008
Education
University of Illinois at Urbana-Champaign 1988 — 1993
Political Science, Business Administration
Gregory Bernhardt's Sammons Securities Experience July 2009 - Present
Job Financial planner at Sammons Securities
Industry Financial Services
Experience
Sammons Securities July 2009 - Present
Investors Capital Corp. March 2000 - June 2009
Royal Alliance Associates, INC July 1993 - February 2000
Fidelity Investments March 1991 - June 1993
Merrill Lynch July 1987 - March 1991
Skills
Strategic Financial..., Retirement planning, Income planning, Estate planning
Education
University of Colorado at Boulder 1972 — 1976
Bachelor of Applied Science (B.A.Sc.), Accounting
Sammons Securities July 2009 - Present
Investors Capital Corp. March 2000 - June 2009
Royal Alliance Associates, INC July 1993 - February 2000
Fidelity Investments March 1991 - June 1993
Merrill Lynch July 1987 - March 1991
Skills
Strategic Financial..., Retirement planning, Income planning, Estate planning
Education
University of Colorado at Boulder 1972 — 1976
Bachelor of Applied Science (B.A.Sc.), Accounting
Garry Autry's Sammons Securities Experience March 2006 - Present
Job Registered Representative/CPA at Sammons Securities
Industry Financial Services
Experience
Sammons Securities March 2006 - Present
Crawford & Associates CPA's November 2002 - Present
Education
Ball State University 1975 — 1980
Bachelor's degree, Accounting
Sammons Securities March 2006 - Present
Crawford & Associates CPA's November 2002 - Present
Education
Ball State University 1975 — 1980
Bachelor's degree, Accounting