Sentra Securities
Industry: Company
DescriptionHeadquarters: Phoenix, AZ Founded: 1981
Sentra Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Sentra Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Sentra Securities Employees
Employee
Years
Job
Industry
Elizabeth Jaka Elizabeth Jaka's Sentra Securities Experience August 1984 - February 1988
Job Governing Board Member at Vista Unified School District
Industry Primary/Secondary Education
Experience
Vista Unified School District December 2008 - Present
Teddy' Bear's Picnic Family Daycare February 1988 - February 1995
Sentra Securities August 1984 - February 1988
Skills
Curriculum Design, K-12, Public Relations, Community Outreach, Fundraising, Educational Leadership, Grant Writing, Curriculum Development, Leadership, Community Development, Staff Development, Teaching, Public Speaking, Program Management, Classroom, Educational Technology, Teacher Training, Instructional Technology, Instructional Design, Elementary Education, Special Education, Higher Education, Program Development
Education
University of Houston 1975 — 1977
Sharpstown High School 1971 — 1974
Vista Unified School District December 2008 - Present
Teddy' Bear's Picnic Family Daycare February 1988 - February 1995
Sentra Securities August 1984 - February 1988
Skills
Curriculum Design, K-12, Public Relations, Community Outreach, Fundraising, Educational Leadership, Grant Writing, Curriculum Development, Leadership, Community Development, Staff Development, Teaching, Public Speaking, Program Management, Classroom, Educational Technology, Teacher Training, Instructional Technology, Instructional Design, Elementary Education, Special Education, Higher Education, Program Development
Education
University of Houston 1975 — 1977
Sharpstown High School 1971 — 1974
Kent Tieber Kent Tieber's Sentra Securities Experience January 1994 - January 1995
Job Financial Services Professional
Industry Financial Services
Experience
LPL Financial July 2013 - Present
TD Ameritrade Institutional January 1998 - December 2012
Jack White &Co (Merged into TD Waterhouse) January 1996 - January 1998
Moneta Group January 1995 - January 1996
Sentra Securities January 1994 - January 1995
Skills
FINRA, Series 7, Series 63, Series 24, Series 9 and 10, Securities, Lean Management, Six Sigma, Management, Investment Advisory, Mutual Funds, Risk Management, Human Resources, Financial Services, Wealth Management, Portfolio Management, Asset Management, Asset Allocation, Alternative Investments, Investments, Training, Retirement Planning, Options, Equities, Investment Management, Financial Advisory, Retirement, Strategic Financial..., Investment Strategies, 401k, Financial Planning
Education
National University 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
FINRA
Series 7, 9, 10, 24 and 63
San Diego State University
Bachelor of Science, Economics
LPL Financial July 2013 - Present
TD Ameritrade Institutional January 1998 - December 2012
Jack White &Co (Merged into TD Waterhouse) January 1996 - January 1998
Moneta Group January 1995 - January 1996
Sentra Securities January 1994 - January 1995
Skills
FINRA, Series 7, Series 63, Series 24, Series 9 and 10, Securities, Lean Management, Six Sigma, Management, Investment Advisory, Mutual Funds, Risk Management, Human Resources, Financial Services, Wealth Management, Portfolio Management, Asset Management, Asset Allocation, Alternative Investments, Investments, Training, Retirement Planning, Options, Equities, Investment Management, Financial Advisory, Retirement, Strategic Financial..., Investment Strategies, 401k, Financial Planning
Education
National University 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
FINRA
Series 7, 9, 10, 24 and 63
San Diego State University
Bachelor of Science, Economics
Jim Blazer Jim Blazer's Sentra Securities Experience January 1990 - January 1993
Job Executive V.P. Bermel, Inc.
Industry Insurance
Experience
Bermel, Inc. January 2004 - Present
Bermel Inc. January 1994 - 2004
Sentra Securities January 1990 - January 1993
First Affiliated Securities 1986 - 1990
Skills
Marketing Strategy, Marketing Management, Medicare, Healthcare, Leadership, Sales Operations, Strategic Planning, Insurance, Management, Marketing, Analysis, Direct Marketing, New Business Development, Executive Management, Customer Acquisition, Life Insurance, Health Insurance, Customer Service, Marketing Research, Public Speaking, Medicare Part D
Education
CSU Chico
BS, Economics
Bermel, Inc. January 2004 - Present
Bermel Inc. January 1994 - 2004
Sentra Securities January 1990 - January 1993
First Affiliated Securities 1986 - 1990
Skills
Marketing Strategy, Marketing Management, Medicare, Healthcare, Leadership, Sales Operations, Strategic Planning, Insurance, Management, Marketing, Analysis, Direct Marketing, New Business Development, Executive Management, Customer Acquisition, Life Insurance, Health Insurance, Customer Service, Marketing Research, Public Speaking, Medicare Part D
Education
CSU Chico
BS, Economics
Iain P. Reilly Iain P. Reilly's Sentra Securities Experience July 1995 - September 1997
Job Certified Financial Planner, CFP® at Telesis Financial Pension & Retirement Resources
Industry Financial Services
Experience
Telesis Financial February 2010 - Present
Centara Capital October 2005 - February 2010
Multi-Financial Securities Corp. July 1999 - October 2005
Royal Alliance Financial Services September 1997 - September 1999
Sentra Securities July 1995 - September 1997
John Hancock Financial Services October 1992 - July 1995
Skills
Estate Planning, Retirement Planning, Wealth Management, Portfolio Management, Series 7, Equities, Retirement Income, Investment Management, Cash Flow Management, Alternative Investments, Investment Advisory, Financial Planning, Insurance, Tax Planning, Financial Advisory, Financial Services, Financial Planners, Cash Flow, Strategic Financial..., Retirement, Investments, Public Speaking
Education
Queens College 1986 — 1988
Bachelor's degree, Political Science and Government
Telesis Financial February 2010 - Present
Centara Capital October 2005 - February 2010
Multi-Financial Securities Corp. July 1999 - October 2005
Royal Alliance Financial Services September 1997 - September 1999
Sentra Securities July 1995 - September 1997
John Hancock Financial Services October 1992 - July 1995
Skills
Estate Planning, Retirement Planning, Wealth Management, Portfolio Management, Series 7, Equities, Retirement Income, Investment Management, Cash Flow Management, Alternative Investments, Investment Advisory, Financial Planning, Insurance, Tax Planning, Financial Advisory, Financial Services, Financial Planners, Cash Flow, Strategic Financial..., Retirement, Investments, Public Speaking
Education
Queens College 1986 — 1988
Bachelor's degree, Political Science and Government
Marcy Goodman Marcy Goodman's Sentra Securities Experience August 1997 - November 2007
Job Assistant at Debi's IT Services
Industry Executive Office
Experience
Debi's IT Services October 2012 - Present
Kelly Services & Express Professionals November 2007 - July 2013
Sentra Securities August 1997 - November 2007
Chamberlin Waterproofing August 1996 - August 1997
Southwest Medical Packaging January 1991 - August 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Outlook, Event Planning, Administrative..., Team Building, Office Management, Business Strategy, Project Management, Human Resources
Education
University of Phoenix 2008 — 2011
Bachelor's Degree, Health/Health Care Administration/Management/Long Term Care, 3.74 GPA
Western KY University 1985 — 1989
Did not obtain a degree, Business Mangement, Average
Owensboro High School 1982 — 1985
High School, Regular Diploma, Average
Debi's IT Services October 2012 - Present
Kelly Services & Express Professionals November 2007 - July 2013
Sentra Securities August 1997 - November 2007
Chamberlin Waterproofing August 1996 - August 1997
Southwest Medical Packaging January 1991 - August 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Outlook, Event Planning, Administrative..., Team Building, Office Management, Business Strategy, Project Management, Human Resources
Education
University of Phoenix 2008 — 2011
Bachelor's Degree, Health/Health Care Administration/Management/Long Term Care, 3.74 GPA
Western KY University 1985 — 1989
Did not obtain a degree, Business Mangement, Average
Owensboro High School 1982 — 1985
High School, Regular Diploma, Average
Angela Foster Angela Foster's Sentra Securities Experience March 2002 - August 2003
Job Real Estate Broker at John L Scott / Sales / Property Manager / Project Managment
Industry Marketing and Advertising
Experience
Self Employed September 2014 - Present
Jamco America October 2011 - July 2014
Jamco America September 2009 - January 2012
Jamco America April 2008 - April 2010
Jamco America April 2007 - April 2008
CBS Outdoor 2003 - 2006
Sentra Securities March 2002 - August 2003
Skills
Program Management, Project Management, Customer Service, Management, Aerospace, Microsoft Office, Sales, Process Improvement, Advertising, Engineering, Event Planning, Aircraft, Aviation, Manufacturing, Lean Manufacturing, Cross-functional Team..., Microsoft Excel, Business Process..., PowerPoint, Policy, Property Management, Real Estate License, Tax Preparation, International Event...
Education
Seattle Pacific University - School of Business and Economics 1999 — 2003
Business Administration, Marketing & International Business
Self Employed September 2014 - Present
Jamco America October 2011 - July 2014
Jamco America September 2009 - January 2012
Jamco America April 2008 - April 2010
Jamco America April 2007 - April 2008
CBS Outdoor 2003 - 2006
Sentra Securities March 2002 - August 2003
Skills
Program Management, Project Management, Customer Service, Management, Aerospace, Microsoft Office, Sales, Process Improvement, Advertising, Engineering, Event Planning, Aircraft, Aviation, Manufacturing, Lean Manufacturing, Cross-functional Team..., Microsoft Excel, Business Process..., PowerPoint, Policy, Property Management, Real Estate License, Tax Preparation, International Event...
Education
Seattle Pacific University - School of Business and Economics 1999 — 2003
Business Administration, Marketing & International Business
Brian Solomon Brian Solomon's Sentra Securities Experience February 2003 - March 2005
Job President at Solomon Wealth Management
Industry Financial Services
Experience
Solomon Wealth Management March 2005 - Present
Sentra Securities February 2003 - March 2005
LPL Financial Services January 2001 - February 2003
Citigroup March 1996 - January 2001
Oracle 1999 - 2000
Oracle 1999 - 2000
Oracle 1999 - 2000
LPL Financial Services January 1993 - March 1996
VALIC August 1987 - January 1993
Education
University of San Diego 1983 — 1987
BA Finance, Business
Torrey Pines 1978 — 1982
Solomon Wealth Management March 2005 - Present
Sentra Securities February 2003 - March 2005
LPL Financial Services January 2001 - February 2003
Citigroup March 1996 - January 2001
Oracle 1999 - 2000
Oracle 1999 - 2000
Oracle 1999 - 2000
LPL Financial Services January 1993 - March 1996
VALIC August 1987 - January 1993
Education
University of San Diego 1983 — 1987
BA Finance, Business
Torrey Pines 1978 — 1982
Carol Haynes Carol Haynes's Sentra Securities Experience December 1985 - March 1991
Job Senior VP Implementation Services at Artisan Software
Industry Computer Software
Experience
Artisan Software 2009 - Present
Financial Database Services March 1991 - February 2009
Sentra Securities December 1985 - March 1991
City of Chula Vista May 1983 - September 1985
Skills
Product Management, Strategy, CRM, SQL, Software Development, SaaS, Leadership, Financial Services, Project Management, Team Building, Vendor Management, Databases, Business Process, Business Strategy, Program Management, Executive Management, Business Process..., Business Analysis, Process Improvement, Enterprise Software, Business Intelligence, Start-ups, Salesforce.com, Business Development, IT Strategy, Integration, Management Consulting
Education
University of Phoenix 1996 — 1998
Bachelor of Science (BS)
Southwestern Community College 1981 — 1984
AA
Castle Park High School 1979 — 1981
Graduated
Artisan Software 2009 - Present
Financial Database Services March 1991 - February 2009
Sentra Securities December 1985 - March 1991
City of Chula Vista May 1983 - September 1985
Skills
Product Management, Strategy, CRM, SQL, Software Development, SaaS, Leadership, Financial Services, Project Management, Team Building, Vendor Management, Databases, Business Process, Business Strategy, Program Management, Executive Management, Business Process..., Business Analysis, Process Improvement, Enterprise Software, Business Intelligence, Start-ups, Salesforce.com, Business Development, IT Strategy, Integration, Management Consulting
Education
University of Phoenix 1996 — 1998
Bachelor of Science (BS)
Southwestern Community College 1981 — 1984
AA
Castle Park High School 1979 — 1981
Graduated
Donald Dalesandro Donald Dalesandro's Sentra Securities Experience 1981 - 1983
Job Investment Advisor Representative at ACAS, Registered Investment Advisor
Industry Financial Services
Experience
ACAS, Registered Investment Advisor July 2014 - Present
Advanced Practice Advisors, LLC, RIA November 2010 - July 2014
Ameriprise Financial Services, Inc. 2007 - November 2010
Mother Goose Parade Association 2007 - 2010
A.G. Edwards 2005 - 2007
Morgan Stanley 1983 - 2005
Sentra Securities 1981 - 1983
Clayton Brokerage 1980 - 1981
Various Television Shows: Films; Commercials 1973 - 1981
Skills
Mutual Funds, Securities, Asset Management, Strategic Financial..., Wealth Management, Series 7, Retirement Planning, Acting, Investment Advisory, Finance, Equities, Portfolio Management, Investments, Mergers & Acquisitions, ETFs, Asset Allocation, Series 63, Uniform Combined State..., Valuation
Education
Charles Conrad 1974 — 1979
film actors workshop 1973 — 1979
Acting
Film Actors Workshop @Warner Brothers Studio 1972 — 1973
Acting
U.S. Army 1969 — 1971
Weapons Training;
California State University-Fullerton 1967 — 1969
Theatre Acting Directing Influence
MiraCosta College 1965 — 1967
aa, Theatre
Oceanside High School 1963 — 1965
Diploma, General Ed
Universtisy High School 1962 — 1963
General Ed
Loyola High School 1960 — 1961
General Ed
St Raphaels 1952 — 1960
ACAS, Registered Investment Advisor July 2014 - Present
Advanced Practice Advisors, LLC, RIA November 2010 - July 2014
Ameriprise Financial Services, Inc. 2007 - November 2010
Mother Goose Parade Association 2007 - 2010
A.G. Edwards 2005 - 2007
Morgan Stanley 1983 - 2005
Sentra Securities 1981 - 1983
Clayton Brokerage 1980 - 1981
Various Television Shows: Films; Commercials 1973 - 1981
Skills
Mutual Funds, Securities, Asset Management, Strategic Financial..., Wealth Management, Series 7, Retirement Planning, Acting, Investment Advisory, Finance, Equities, Portfolio Management, Investments, Mergers & Acquisitions, ETFs, Asset Allocation, Series 63, Uniform Combined State..., Valuation
Education
Charles Conrad 1974 — 1979
film actors workshop 1973 — 1979
Acting
Film Actors Workshop @Warner Brothers Studio 1972 — 1973
Acting
U.S. Army 1969 — 1971
Weapons Training;
California State University-Fullerton 1967 — 1969
Theatre Acting Directing Influence
MiraCosta College 1965 — 1967
aa, Theatre
Oceanside High School 1963 — 1965
Diploma, General Ed
Universtisy High School 1962 — 1963
General Ed
Loyola High School 1960 — 1961
General Ed
St Raphaels 1952 — 1960
Brenda Allerton Brenda Allerton's Sentra Securities Experience 1999 - 2000
Job Advisory Board Member at Roundup River Ranch
Industry Nonprofit Organization Management
Experience
Roundup River Ranch 2012 - Present
Roundup River Ranch 2009 - 2012
StillPoint Advisors 2004 - 2009
Wells Fargo 2003 - 2004
First Allied Securities, Inc. 2002 - 2003
Resort Communications 2000 - 2002
Sentra Securities 1999 - 2000
Chase Global Investor Services 1998 - 1999
Skills
Business Development, At Multitasking, Fundraising, Employee Training, Strategic Planning, Team Leadership, Disaster Recovery, Contract Negotiation, Regulatory Compliance, Sales Management, Staff Management, Staff Development, Cost Control
Education
University of Rhode Island 1988 — 1992
Bachelor’s Degree, Journalism and Public Relations
Roundup River Ranch 2012 - Present
Roundup River Ranch 2009 - 2012
StillPoint Advisors 2004 - 2009
Wells Fargo 2003 - 2004
First Allied Securities, Inc. 2002 - 2003
Resort Communications 2000 - 2002
Sentra Securities 1999 - 2000
Chase Global Investor Services 1998 - 1999
Skills
Business Development, At Multitasking, Fundraising, Employee Training, Strategic Planning, Team Leadership, Disaster Recovery, Contract Negotiation, Regulatory Compliance, Sales Management, Staff Management, Staff Development, Cost Control
Education
University of Rhode Island 1988 — 1992
Bachelor’s Degree, Journalism and Public Relations
Diane Waggoner Diane Waggoner's Sentra Securities Experience August 1998 - April 2001
Job Owner Broker at Relion Insurance Solutions, Inc.
Industry Insurance
Experience
Relion Insurance Solutions, Inc. January 2015 - Present
Diane Waggoner Insurance Solutions Inc. August 2010 - December 2014
WHP Insurance Services May 2003 - July 2010
Sentra Securities August 1998 - April 2001
AIG LIfe 1998 - 2001
Skills
Insurance, Disability Insurance, Long-term Care, Medicare, Health Insurance, Term Life Insurance, Life Insurance, Estate Planning, Employee Benefits, 401k, Retirement, Long Term Care Insurance, Medicare Advantage, Customer Service, Sales, Small Business, Whole Life
Education
University of Phoenix 1997 — 2001
Bachelor's of Science, Business Administration and Management, General
Clairemont High School San Diego 1972 — 1975
Relion Insurance Solutions, Inc. January 2015 - Present
Diane Waggoner Insurance Solutions Inc. August 2010 - December 2014
WHP Insurance Services May 2003 - July 2010
Sentra Securities August 1998 - April 2001
AIG LIfe 1998 - 2001
Skills
Insurance, Disability Insurance, Long-term Care, Medicare, Health Insurance, Term Life Insurance, Life Insurance, Estate Planning, Employee Benefits, 401k, Retirement, Long Term Care Insurance, Medicare Advantage, Customer Service, Sales, Small Business, Whole Life
Education
University of Phoenix 1997 — 2001
Bachelor's of Science, Business Administration and Management, General
Clairemont High School San Diego 1972 — 1975
Regina Brunton's Sentra Securities Experience May 1998 - April 1999
Job Internal wholesaler at Crump Insurance/First Allied
Industry Insurance
Experience
Crump Insurance/First Allied June 2010 - Present
Advanced Equities November 2004 - October 2008
Principal Financial Group July 2002 - November 2004
LPL October 2000 - April 2002
Sentra Securities May 1998 - April 1999
Pacific Life January 1992 - April 1998
First Capital Life June 1982 - November 1990
Education
San Diego State University-California State University 1974 — 1979
BA, Humanities
Academy of Our Lady of Peace 1969 — 1973
College Prep
Crump Insurance/First Allied June 2010 - Present
Advanced Equities November 2004 - October 2008
Principal Financial Group July 2002 - November 2004
LPL October 2000 - April 2002
Sentra Securities May 1998 - April 1999
Pacific Life January 1992 - April 1998
First Capital Life June 1982 - November 1990
Education
San Diego State University-California State University 1974 — 1979
BA, Humanities
Academy of Our Lady of Peace 1969 — 1973
College Prep
William Fiedler's Sentra Securities Experience 1985 - 1989
Job Attorney at William L. Fiedler, Attorney at Law
Industry Construction
Experience
William L. Fiedler, Attorney at Law September 2012 - Present
Integrated Electrical Services, Inc. March 2009 - August 2012
NetVersant October 1999 - March 2009
LandCare USA, Inc. 1997 - 1999
Allwaste, Inc. 1990 - 1997
Sentra Securities 1985 - 1989
Skills
Mergers, Contract Negotiation, Due Diligence, Contract Management, Strategic Planning, Sarbanes-Oxley Act, Employee Relations, Licensing, Risk Management, Negotiation, Human Resources, Commercial Litigation, Financial Reporting, Construction, Procurement
Education
University of San Diego School of Law 1981 — 1984
JD
University of San Diego 1976 — 1981
BBA, Accounting, Mathematics
William L. Fiedler, Attorney at Law September 2012 - Present
Integrated Electrical Services, Inc. March 2009 - August 2012
NetVersant October 1999 - March 2009
LandCare USA, Inc. 1997 - 1999
Allwaste, Inc. 1990 - 1997
Sentra Securities 1985 - 1989
Skills
Mergers, Contract Negotiation, Due Diligence, Contract Management, Strategic Planning, Sarbanes-Oxley Act, Employee Relations, Licensing, Risk Management, Negotiation, Human Resources, Commercial Litigation, Financial Reporting, Construction, Procurement
Education
University of San Diego School of Law 1981 — 1984
JD
University of San Diego 1976 — 1981
BBA, Accounting, Mathematics
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