Self Directed IRA Services, Inc.

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Self Directed IRA Services, Inc. Employees

Employee
Years
Job
Industry
Anthony Carl Anthony Carl Waco, Texas Details
Anthony Carl's Self Directed IRA Services, Inc. Experience July 2011 - Present
Job VP Compliance/Risk Management at Self Directed IRA Services, Inc.
Industry Financial Services
Experience
Self Directed IRA Services, Inc.   July 2011 - Present
Sterling Administrative Services   June 2009 - May 2011
Sterling Trust Company  June 1997 - June 2009

Education
Baylor University   1993 — 1997
BA, English

Margaret McVan Margaret McVan Waco, Texas Details
Margaret McVan's Self Directed IRA Services, Inc. Experience October 2010 - Present
Job Client Relations Manager at Self Directed IRA Services, Inc.
Industry Financial Services
Experience
Self Directed IRA Services, Inc.   October 2010 - Present

Skills
Investments, Alternative Investments, Asset Management, Customer Service, Financial Analysis, Insurance, Leadership, Management, New Business Development, Wealth Management, Strategic Planning

Education
St. Edward's University

Rebecca Jung Rebecca Jung Waco, Texas Area Details
Rebecca Jung's Self Directed IRA Services, Inc. Experience September 2015 - Present
Job Marketing and Interactive Specialist at Self Directed IRA Services, Inc.
Industry Public Relations and Communications
Experience
Self Directed IRA Services, Inc.   September 2015 - Present
The Dwyer Group  March 2014 - July 2015
The Baylor Lariat  August 2013 - December 2013
Animal Birth Control Clinic Waco   August 2012 - February 2013
OSO Public Relations   January 2012 - May 2012
Providence Foundation  June 2011 - August 2011

Skills
Public Relations, Social Media Marketing, Media Relations, Press Releases, Facebook, Social Networking, Marketing, Editing, Publicity, Newsletters, Social Media, Advertising, Branding and Promotion, AP Style, Writing and Reporting, Public Relations Crisis..., Research, Proficient in InDesign, Creativity, Photography, Proficient on Microsoft..., Organization, Constant Contact, Email Marketing, Blogging, Corporate Communications, Journalism, Newspapers, Storytelling, Crisis Communications, Strategic Communications, Copy Editing, Creative Writing, New Media, Marketing Communications, Feature Articles, InDesign, Event Planning, Online Marketing, Adobe Creative Suite, Video, Internal Communications, Event Management, Speech Writing, Pinterest, Copywriting, Cision, Web Content, Public Speaking, Leadership

Education
Baylor University   2008 — 2013
Bachelor's Degree, Journalism, Public Relations and New Media

Julie Seay Julie Seay Austin, Texas Area Details
Julie Seay's Self Directed IRA Services, Inc. Experience July 2008 - April 2011
Job Global Program Manager
Industry Marketing and Advertising
Experience
Dell  June 2013 - March 2015
Austin Artistic Reconstruction   January 2008 - January 2015
Self Directed IRA Services, Inc.   July 2008 - April 2011
Mental Floss Magazine  June 2009 - August 2009
Google  April 2008 - July 2008

Skills
Social Media, Marketing Communications, Marketing, Event Management, Project Management, Facebook, Event Planning, Leadership, Cat Herding, Account Management, Social Networking, Content Development, Email Marketing, Digital Media, Business Development, Social Media Marketing, Modular Messaging, Content Management, Community Management, Research, Copywriting, Client Management, Digital Marketing, Modular Content, Eloqua, CRM

Education
Texas State University-San Marcos   2002 — 2006
Bachelor of Arts

Ryan Schneider Ryan Schneider Waco, Texas Area Details
Ryan Schneider's Self Directed IRA Services, Inc. Experience November 2009 - August 2015
Job SVP, Regional Director at Millennium Trust Company
Industry Financial Services
Experience
Millennium Trust Company  September 2015 - Present
Self Directed IRA Services, Inc.   November 2009 - August 2015
Sterling Trust Company  October 2004 - November 2009
Sterling Trust Company  May 2002 - October 2004

Skills
Investments, IRAs, Small Business, Alternative Investments, Pensions, Customer Service, Business Development, New Business Development, Private Equity, Mergers & Acquisitions, Loans, Wealth Management, Start-ups, Real Estate, Sales, Retirement Planning, Marketing

Education
Texas Tech University - Rawls College of Business   1997 — 2001
BBA, Marketing

Amanda McMahon Efird Amanda McMahon Efird Waco, Texas Details
Amanda McMahon Efird's Self Directed IRA Services, Inc. Experience July 2012 - Present
Job Business Development Specialist at Self Directed IRA Services
Industry Marketing and Advertising
Experience
Self Directed IRA Services, Inc.   July 2012 - Present
Trinity Fiduciary Partners, LLC   May 2011 - June 2012
Market Doctors   May 2010 - August 2010
Premier Advertising  June 2009 - August 2009

Skills
Advertising, Social Media, Marketing, Public Relations, Strategic Communications, Sales, Social Media Marketing, Marketing Communications, Event Planning, Marketing Strategy, Market Analysis, Email Marketing, Corporate Communications, Event Management, Management, Press Releases, Self Directed IRA, IRAs, Alternative Investments

Education
The University of Texas at Arlington   2007 — 2011
BA, Advertising & Communication Studies

Jason D. Balkman Jason D. Balkman Austin, Texas Area Details
Jason D. Balkman's Self Directed IRA Services, Inc. Experience May 2015 - Present
Job SQL Server DBA & SSRS Report Writer at Self Directed IRA Services, Inc.
Industry Information Technology and Services
Experience
Self Directed IRA Services, Inc.   May 2015 - Present
Self Directed IRA Services, Inc.   November 2014 - May 2015
Texas Department of Family and Protective Services  April 2014 - September 2014
Department of State Health Services - Central Office   December 2013 - April 2014
Texas Department of Family and Protective Services  November 2012 - December 2013
Embassy Suites - Town Lake - Austin, TX.   May 2010 - December 2013
HHSC  December 2008 - April 2010

Skills
Microsoft SQL Server, Database, Analysis, Programming, T-SQL, Microsoft Office, Data Entry, Teamwork, Process Improvement, Technical Support, Training, Customer Service, Management, Employee Training, Outlook, Time Management, Policy, Customer Satisfaction, PowerPoint, Event Planning, Microsoft Word, Leadership, Supervisory Skills, Microsoft Excel, Strategic Planning, Team Building, Government, Project Planning, Troubleshooting, Social Media, Process Scheduler, Public Relations, Sales Operations, Fundraising, Sales Management, Account Management, Disaster Recovery, Team Leadership, Administration, Food & Beverage, Hospitality, Public Speaking, SharePoint, Access, Project Management, Sales, Program Management, Databases, Database Administration

Education
Texas State University-San Marcos   2010 — 2012
Certificate, Computer Science, 3.5

Texas State University   2005 — 2008
Bachelor of Science in Psychology, Minor in Business Administration

Overland High School   1997 — 2001
High School Diploma, General Education

Forest Reel Forest Reel Waco, Texas Area Details
Forest Reel's Self Directed IRA Services, Inc. Experience Vice-PresidentSelf Directed IRA Services, Inc.May 2008 - Present
Job VicePresident at Self Directed IRA Services, Inc.
Industry Financial Services
Experience
Self Directed IRA Services, Inc.   Vice-PresidentSelf Directed IRA Services, Inc.May 2008 - Present

Education
Tabor College

Michele Maruri Michele Maruri Austin, Texas Area Details
Michele Maruri's Self Directed IRA Services, Inc. Experience June 2014 - Present
Job Chief Financial Officer at Self Directed IRA Services, Inc.
Industry Accounting
Experience
Self Directed IRA Services, Inc.   June 2014 - Present
Consulting Services  April 2012 - September 2014
Sterling Trust Company  December 1989 - April 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Budgets, Strategic Planning, Accounting, Auditing, Financial Analysis, Process Improvement, Financial Reporting

Education
The University of Texas at Austin
Bachelor of Business Administration (BBA), Accounting