Shoemaker Financial

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Shoemaker Financial Employees

Employee
Years
Job
Industry
Adam Reeves Adam Reeves Pulaski, Tennessee Details
Adam Reeves's Shoemaker Financial Experience October 2005 - Present
Job Financial Advisor at Shoemaker Financial
Industry Investment Management
Experience
Shoemaker Financial   October 2005 - Present

Education
Christian Brothers University   2007 — 2008
Executive Certificate in Financial Planning, Financial Planning and Services

Maryville College   1998 — 2002
Computer Science and Business Administration, Computer Science

Caldwell Hughes Caldwell Hughes Jackson, Mississippi Area Details
Caldwell Hughes's Shoemaker Financial Experience April 2012 - Present
Job Financial Advisor at Shoemaker Financial
Industry Financial Services
Experience
Shoemaker Financial   April 2012 - Present
First Mortgage Strategies Group   May 2007 - April 2012

Skills
Financial Services, Life Insurance, Investments, Disability Insurance, Strategic Financial..., Alternative Investments, Mutual Funds, ETFs, Series 7, Series 66

Education
Mississippi State University   2007 — 2011
Bachelor of Business Administration (BBA), Finance, General

Briarcrest Christian School   2001 — 2007

Robert Zeits Robert Zeits Memphis, Tennessee Details
Robert Zeits's Shoemaker Financial Experience May 2012 - October 2012
Job Financial Analyst at International Paper
Industry Financial Services
Experience
International Paper  December 2012 - Present
Shoemaker Financial   May 2012 - October 2012

Skills
Financial Analysis, Property Tax, Microsoft Excel, Account Reconciliation, OneSource, SAP, JDE Enterprise One, Harbor Flex, Accounting, Series 7, Customer Service

Education
The University of Memphis   2008 — 2011
Bachelor of Business Administration, Finance Major

Jason Herrington Jason Herrington Greater Memphis Area Details
Jason Herrington's Shoemaker Financial Experience June 2001 - Present
Job Financial Advisor/Managing Director at Shoemaker Financial
Industry Financial Services
Experience
Shoemaker Financial   June 2001 - Present

Skills
Retirement Planning, Fixed Annuities, Asset Allocation, Insurance, Employee Benefits, Small Business, Investment Advisory, Strategic Planning, Wealth Management, Retirement, Strategic Financial..., Mutual Funds, Financial Advisory

Education
Baruch College, City University of New York (CUNY)   1999 — 2001
MBA, Finance and Investment Analysis

Mississippi College   1994 — 1996
Bachelor's degree, Biology, General

Dane Williams Dane Williams Greater Memphis Area Details
Dane Williams's Shoemaker Financial Experience February 2013 - Present
Job Financial Advisor at Shoemaker Financial
Industry Financial Services
Experience
Shoemaker Financial   February 2013 - Present
Elite Home Solutions, LLC   April 2012 - February 2013
Associated Global Systems  April 2011 - April 2012
Above All Restoration   September 2009 - April 2011

Skills
Investment Advisory, Financial Advisory, Insurance Analysis, Strategic Financial..., Project Management, Financial Needs Analysis, Estate Planning, Retirement Planning, Education Planning, Personal and Business..., Construction Management, Construction Sales

Education
The University of Memphis   2005 — 2009
Bachelor of Arts (B.A.), Journalism - Public Relations

Collierville High School   2001 — 2005

Nolan Bobbitt Nolan Bobbitt Greater Memphis Area Details
Nolan Bobbitt's Shoemaker Financial Experience January 2013 - November 2013
Job Cross Border ECommerce Agent Fedex Trade Networks
Industry Retail
Experience
FedEx Trade Networks  May 2014 - Present
FedEx Office  November 2013 - May 2014
Shoemaker Financial   January 2013 - November 2013
Starbucks  June 2007 - November 2012
Euzoa Bible Church   February 2005 - June 2007

Skills
Public Speaking, Customer Service, Sales, Leadership, Microsoft Office, Team Building, Event Planning, Social Networking, Strategic Planning, Teaching, PowerPoint, Microsoft Excel, Microsoft Word, Leadership Development, Marketing, Social Media, Sales Management, Nonprofits, Coaching, Fundraising, Team Leadership, Community Outreach, Budgets, Small Business, Management

Education
Pensacola Christian College   1992 — 1994
Master of Arts, Biblical Studies

Pensacola Christian College   1988 — 1992
Bachelor of Arts, Bible

Haley Kemp Haley Kemp Greater Memphis Area Details
Haley Kemp's Shoemaker Financial Experience February 2014 - August 2015
Job Account Manager at C.H. Robinson
Industry Logistics and Supply Chain
Experience
C.H. Robinson   August 2015 - Present
Shoemaker Financial   February 2014 - August 2015
Enterprise Rent-A-Car  December 2012 - February 2014

Skills
Account Management, Customer Service, Cold Calling, Marketing, Microsoft Office, Sales, Sales Management, Insurance, Recruiting, Team Building, Advertising, Employee Training, Time Management, Entrepreneurship, Team Leadership, Customer Satisfaction, Human Resources, Microsoft Excel

Education
University of Mississippi   2008 — 2012
B.B.A. in Management, Human Resource, Risk Management and Insurance

Jamie Cochran Jamie Cochran Greater Memphis Area Details
Jamie Cochran's Shoemaker Financial Experience February 2009 - Present
Job Financial Advisor at Shoemaker Financial
Industry Financial Services
Experience
Shoemaker Financial   February 2009 - Present
Avery Dennison  January 2006 - August 2007
Dollar Tree Stores  June 2004 - January 2006
Dollar Tree Stores  November 2002 - June 2004

Education
The University of Memphis   2007 — 2008
MBA, Business

University of Tennessee-Knoxville   1998 — 2002
B.S. in Business Administration, Logistics and Transportation

Barbara McLaurin, RN, BSN Barbara McLaurin, RN, BSN Greater Memphis Area Details
Barbara McLaurin, RN, BSN's Shoemaker Financial Experience June 2011 - June 2012
Job Clinical Nurse Educator, Ashfield Healthcare Clinical Sales partnered with Biogen Idec Pharmaceuticals
Industry Pharmaceuticals
Experience
Ashfield Healthcare Clinical Sales partnered with Biogen Idec Pharmaceuticals   March 2013 - Present
The CPR Crew - Health & Wellness Division   April 2012 - Present
Ashfield Healthcare Clinical Sales partnered with Biogen Idec Pharmaceuticals   October 2012 - June 2013
Shoemaker Financial   June 2011 - June 2012
Wyeth Pharmaceuticals, Inc.   February 2007 - May 2010
Pfizer  December 1997 - February 2007
FedEx  March 1984 - June 1996

Skills
Sales, Pharmaceutical Sales, Pharmaceutical Industry, Multiple Sclerosis, Internal Medicine, Oncology, Neurology, Urology, Gynecology, Primary Care, Alzheimer's disease, Managed Care, Insurance, Diabetes

Education
University of Tennessee-Health Science Center
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse

Nathan Powell Nathan Powell Greater Memphis Area Details
Nathan Powell's Shoemaker Financial Experience June 2014 - Present
Job FInancial Advisor at Shoemaker Financial
Industry Financial Services
Experience
Shoemaker Financial   June 2014 - Present
Riverdale School   January 2008 - May 2013
University Of Memphis  September 2012 - December 2012
Arts Memphis   January 2011 - December 2012

Education
The University of Memphis   2006 — 2008
Master's degree

The University of Memphis   2001 — 2004
Bachelor's degree

Liana Saffel Liana Saffel Rockport, Indiana Details
Liana Saffel's Shoemaker Financial Experience June 2008 - August 2008
Job Mortgage Release Specialist 1 at US Bank Home Mortgage
Industry Individual & Family Services
Experience
US Bank Home Mortgage  November 2012 - Present
Temporary Professionals   August 2012 - November 2012
Home  May 2012 - August 2012
Chick-fil-A  June 2010 - August 2010
Shoemaker Financial   June 2008 - August 2008

Skills
Passion for Helping..., Tutoring, Nonprofits, Singing, Analytical Reasoning, Assembling, Biblical Studies, Filing, Following Instructions, Helping Others Succeed, Inventory, Proofreading, Sorting, Driving License, Articulating, Attentiveness, Bibliophile, Collecting Information, Communication Skills, Creating Presentations..., Customer Service, Data Analysis, Encouraging, Explaining, Honest, Language Learning, Licensed Driver, Listener, Note Taking, Organizing, Organizing Data Using..., Personable, Presenting, Problem Solving, Public Speaking, Reading Comprehension, Resourceful, Responding, Seeking to Grow in..., Sincere, Solution Focused, Systematic, Typing, Using Microsoft Word, Verbalizing, Voice & Accent, Writing

Education
Union University   2008 — 2012
Bachelor of Arts, Biblical Studies - Languages, 3.9

Westminster Academy   2002 — 2008
High School Diploma, Classical Studies and Liberal Arts, 4.0

Charles J. (Jeff) Long Charles J. (Jeff) Long Greater Memphis Area Details
Charles J. (Jeff) Long's Shoemaker Financial Experience October 2008 - Present
Job Senior Compliance Officer at Shoemaker Financial
Industry Financial Services
Experience
Shoemaker Financial   October 2008 - Present
Shoemaker Financial   January 2003 - Present

Skills
Education Funding, Retirement Planning, Estate Planning, Business Continuation..., Executive Compensation..., Qualified Retirement..., Investment Advisory...

Education
The University of Memphis   1964 — 1968
Batchelor of Science, Industrial Engineering

Kevin Jacobs, CFP®, EA Kevin Jacobs, CFP®, EA Tulsa, Oklahoma Area Details
Kevin Jacobs, CFP®, EA's Shoemaker Financial Experience November 2005 - December 2007
Job CERTIFIED FINANCIAL PLANNER™ Professional
Industry Financial Services
Experience
Alliance of Comprehensive Planners   January 2008 - Present
Step By Step Financial, LLC   December 2007 - Present
Broken Arrow Chamber of Commerce   April 2008 - April 2011
Shoemaker Financial   November 2005 - December 2007
FedEx Office  March 2005 - October 2005
St. Francis of Assisi Church  August 2002 - January 2005
Holy Rosary Church  July 2000 - August 2002

Skills
Investment Strategies, Certified Financial..., Investment Advisory, College Savings Plans, Tax Preparation, Estate Tax Planning, Inheritance Tax Planning, Drake Tax Software, Enrolled Agent, Fee Only Financial..., Financial Planning, Financial Advice, Insurance Planning, Investment Products, Red Tail CRM, LaserApp, CFS Tax Tools, NetX360, Asset Location for Tax..., Managed Interns

Education
Christian Brothers University   2005 — 2007
Executive Certificate, Financial Planning

Ave Maria University/ Madonna University   2002 — 2005
Masters, Theological Studies

Franciscan University of Steubenville   1996 — 2000
BA, Theological Studies

Brad Calhoun Brad Calhoun Brentwood, Tennessee Details
Brad Calhoun's Shoemaker Financial Experience 2011 - Present
Job Managing Director at Shoemaker Financial
Industry Financial Services
Experience
Shoemaker Financial   2011 - Present
ING Investment Management  2008 - 2010
Lincoln Financial Group  2007 - 2008
OppenheimerFunds  2005 - 2007
Mutual of America  2004 - 2006
United American Insurance  1998 - 2005

Skills
Series 6, Series 7, Series 63, Series 65, Insurance Planning, Financial Planning, Financial Management, Financial Advisory, Disability Insurance, Insurance Management, Sales Management, Retirement Planning, Retirement Plans, Retirement Services, Retirement Solutions, Retirement Income..., Investments, Investment Advisory, Investment Products, Investment Strategies, Alternative Investments, Mutual Funds, IRA's, Roth IRA, Simple IRA, SEP, IRA Rollovers, Annuities, Strategic Financial..., Training & Development

Education
Regis University
MBA

Georgia Southern University
Bachelor

Bryan Pennington Bryan Pennington Greater Nashville Area Details
Bryan Pennington's Shoemaker Financial Experience October 2011 - Present
Job Financial Advisor at Shoemaker Financial
Industry Financial Services
Experience
Shoemaker Financial   October 2011 - Present
Emerald Spectrum Advisory   January 2006 - August 2011
Dignity Memorial Funeral Homes  2001 - 2006

Education
Middle Tennessee State University   1984 — 1990
Bachelor of Science, Business Administration and Finance

University of Tennessee-Knoxville   1980 — 1983
Transferred, Business Administration and Finance

Franklin High School   1977 — 1980

Art Snow Art Snow Greater Nashville Area Details
Art Snow's Shoemaker Financial Experience February 2013 - May 2014
Job Market Development at Rural Physician Partners, LLC
Industry Hospital & Health Care
Experience
Rural Physician Partners, LLC   February 2015 - Present
Capital Financial Group, LLC  May 2014 - February 2015
Shoemaker Financial   February 2013 - May 2014
Merrill Lynch  June 2011 - January 2013
Eli Lilly and Company  September 2002 - January 2011
Eli Lilly and Company  January 2001 - September 2002
Eli Lilly and Company  January 1999 - January 2001
Eli Lilly and Company  January 1997 - January 1999
U.S. Marine Corps   January 1989 - January 1997

Skills
Training, Selling Skills, Urology, Pharmaceutical Sales, Sales, Management, Sales Process, Sales Management, Managed Care, Strategic Planning, Sales Operations, Endocrinology, Leadership Development, Leadership, Product Development, Cold Calling, Sales Rep Training, Selling, Business Development, Cross-functional Team..., Marketing, Team Building, Coaching, Oncology, Product Launch, Salesforce.com, Sales Force Development, Employee Training, Account Management, Strategy, Healthcare, Sales Presentations, Executive Management, Direct Sales, CRM, Business Planning, Forecasting, Market Analysis, Gastroenterology, Cardiology, New Business Development, Small Business, Employee Benefits, Contract Negotiation, Rheumatology, Competitive Analysis, Process Improvement

Education
Indiana University Bloomington   1985 — 1989
Bachelor of Science, Public Management

Kelli Gabriel Kelli Gabriel Greater Nashville Area Details
Kelli Gabriel's Shoemaker Financial Experience January 2010 - September 2011
Job Financial Advisor at Securities America, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC   November 2014 - Present
MetLife  August 2011 - October 2014
Shoemaker Financial   January 2010 - September 2011
Morgan Stanley Smith Barney  January 2007 - May 2009
Merrill Lynch  January 2000 - December 2006
MassMutual Financial Group  June 1994 - December 1999

Skills
Investments, Wealth Management, Insurance

Education
University of San Franciso   2009 — 2009
Masters Certificate, Internet Marketing

American University   1989 — 1991
BS, Accounting and Finance

The George Washington University   1987 — 1989
Bachelor of Science (BS), Accounting and Finance

Brian Nanney Brian Nanney Memphis, Tennessee Details
Brian Nanney's Shoemaker Financial Experience April 2012 - July 2014
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  March 2015 - Present
Raymond James Financial Inc.  July 2014 - March 2015
Shoemaker Financial   April 2012 - July 2014
C.H. Robinson Worldwide, Inc.   October 2010 - February 2012

Skills
Retirement Planning, Series 7, Series 66, Strategic Financial..., Alternative Investments

Education
Mississippi State University

Landon Mills Landon Mills Greater Memphis Area Details
Landon Mills's Shoemaker Financial Experience April 2009 - Present
Job Financial Advisor at Shoemaker Financial
Industry Financial Services
Experience
Shoemaker Financial   April 2009 - Present
AmeriPride Services  June 2003 - March 2009
The Commercial Appeal  April 1999 - June 2003

Skills
Series 66, Series 7, Annuities, Financial Planning, Life, Health, and..., Investment Advisory, Strategic Financial..., Fixed Annuities, IRAs, Retirement, Uniform Combined State..., Disability Insurance, Retirement Planning, Investments

Education
Union University   2005 — 2007
Masters of Business Administration, Business, Management, Marketing, and Related Support Services

Union University   1994 — 1998
B.S. Business Administration, Marketing

Chris Stout Chris Stout Greater Nashville Area Details
Chris Stout's Shoemaker Financial Experience 2008 - 2010
Job CoFounder/Principal Evergreen Consulting Sports & Entertainment LLC
Industry Financial Services
Experience
Evergreen Consulting Sports and Entertainment LLC   2010 - Present
Shoemaker Financial   2008 - 2010
WKRN-TV  2006 - 2008
WNCN-TV  2002 - 2006
WTHR-TV  1995 - 2002
WXVT-TV  1994 - 1995
KIFI-TV  1993 - 1994
WXVT-TV  1992 - 1993

Skills
Customer Service, Disability Insurance, Employee Benefits, Estate Planning, Investments, Insurance, Leadership, Management, Marketing, Retirement, Retirement Planning

Education
Indiana University Bloomington   1988 — 1991
Bachelor of Arts (B.A.), Communications

Michael Bird, CFP®, ChFC, MBA Michael Bird, CFP®, ChFC, MBA Johnson City, Tennessee Area Details
Michael Bird, CFP®, ChFC, MBA's Shoemaker Financial Experience November 1996 - February 2002
Job Partner and Financial Planner at Secure Money Masters
Industry Financial Services
Experience
Secure Money Masters   August 2013 - Present
GAAM Wealth Advisors   May 2007 - June 2013
Insurance Planning & Service Co.   March 2002 - February 2007
Shoemaker Financial   November 1996 - February 2002
DynaMetals   September 1993 - November 1996
Northwest Mississippi Community College  May 1990 - September 1993
Clopay Corporation  September 1988 - January 1990
LouverDrape   1984 - 1988

Skills
Wealth Management, Retirement Planning, Investments, Strategic Financial..., Financial Services, Retirement, Financial Advisory, Financial Planning, IRAs, Alternative Investments, Asset Management, Estate Planning, 401k, Securities, Retirement Income..., Money, Retirement Income..., Modular Retirement..., Selective Income..., Trust and Estate..., Long-term Care, Insurance, Investment Advisory, Wealth, Series 7, Asset Allocation, Investment Strategies, Finance

Education
ENCORE class in Kingsport   2013 — 2013

The University of Memphis   1990 — 1992
MBA

Texas Tech University   1978 — 1981
BS, Industrial Engineering

Lee High School   1973 — 1976

David Rochester David Rochester Greater Memphis Area Details
David Rochester's Shoemaker Financial Experience August 2008 - Present
Job
Industry Financial Services
Experience
Shoemaker Financial   August 2008 - Present

Education
Mississippi State University   1981 — 1983
BS

The University of Memphis
MBA

Garrett Story Garrett Story Greater Memphis Area Details
Garrett Story's Shoemaker Financial Experience March 2009 - August 2009
Job Auditor at FedEx Services
Industry Information Technology and Services
Experience
FedEx Services  July 2011 - Present
Morgan Keegan  August 2009 - December 2009
Shoemaker Financial   March 2009 - August 2009
Edward Jones  January 2008 - October 2008
Memphis Motorsports Park  2006 - 2008

Skills
Auditing, MIS, Audit, IT Audit, Finance, Management, Process Improvement, Financial Analysis, Internal Audit, Financial Reporting, Access, Accounting, Budgets, Business Analysis, Teamwork, Microsoft Office

Education
The University of Memphis   2010 — 2011
MSBA, Management Information Systems

The University of Memphis   2001 — 2006
B.A., Sports Management

Samantha Sons Samantha Sons Greater Chicago Area Details
Samantha Sons's Shoemaker Financial Experience March 2014 - August 2014
Job Insurance Producer, Life & Health Specialist
Industry Insurance
Experience
Marlene Moore State Farm   July 2015 - Present
SSIP Insurance Partners   August 2014 - June 2015
Shoemaker Financial   March 2014 - August 2014
American Senior Benefits  November 2011 - January 2014
Stride Rite  April 2000 - October 2011

Skills
Office Management, Administrative..., Outlook, Customer Service, Microsoft Office, Microsoft Excel, Insurance, Microsoft Word, Data Entry, Office Administration, PowerPoint, Event Planning, Employee Benefits, Accounts Payable, Human Resources, Marketing Strategy, Marketing Communications, Business Development, Network Marketing..., Life Insurance, Health Insurance, Sales, Management, Marketing, Time Management

Education
Indiana University-Northwest   1998 — 2003
Bachelor of Arts (B.A.), Organizational Communication, General

John Swafford John Swafford Spartanburg, South Carolina Details
John Swafford's Shoemaker Financial Experience May 1997 - April 2006
Job Director of Ministry Relations at The Encouraging Word
Industry Religious Institutions
Experience
The Encouraging Word   April 2009 - Present
Bellevue Baptist Church  May 2006 - October 2008
Shoemaker Financial   May 1997 - April 2006

Education
University of Phoenix   2005 — 2007
MBA

Mid-America Baptist Theological Seminary   1995 — 1996
MARE

Union University   1989 — 1993
BS, Psychology

Matthew Gault Matthew Gault Greater Memphis Area Details
Matthew Gault's Shoemaker Financial Experience June 2003 - March 2005
Job Remote Collision Estimator at Dobbs Collision Center
Industry Automotive
Experience
Dobbs Collision Center   June 2012 - Present
McAlister's Deli (Corporation)   August 2009 - May 2012
Humdingers Grilled Fish and Piri-Piri Chicken   March 2010 - May 2011
Alfreds on Beale   August 2008 - June 2009
Dan McGuinness Irish Pub   March 2006 - July 2008
The Majestic Grille   March 2005 - April 2006
Shoemaker Financial   June 2003 - March 2005
Jason's Deli  May 2001 - June 2003

Skills
Customer Service, Sales, Restaurant Management, Leadership, Restaurants, Coaching, Public Speaking, Recruiting, Management, Microsoft Office, Marketing, Microsoft Excel

Education
The University of Memphis   2002 — 2003
Biology, General

Cordova High School   1998 — 2002
High School Diploma, General Education

Chris Boulware Chris Boulware Greater Nashville Area Details
Chris Boulware's Shoemaker Financial Experience August 2005 - July 2008
Job Medicare and Health Insurance, Life & Long Term Care Insurance, Annuities and Financial Protection
Industry Insurance
Experience
Intelligent Insurance Solutions. LLC   April 2013 - Present
Humana  August 2008 - June 2013
Shoemaker Financial   August 2005 - July 2008

Skills
Fixed Annuities, Retirement Planning, Health Insurance, Disability Insurance, Financial Analysis, Insurance, Business Development

Education
Auburn University   1998 — 2002
Logistics, Business

Brad Calhoun Brad Calhoun Greater Nashville Area Details
Brad Calhoun's Shoemaker Financial Experience 2011 - 2012
Job 401(k) Strategist at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank  2013 - Present
Shoemaker Financial   2011 - 2012
My Retirement Account Services, LLC   2010 - 2011
ING  2008 - 2010
Lincoln Financial Distributors  2007 - 2008
OppenheimerFunds  2005 - 2007
Mutual of America  2004 - 2006
United American Insurance  1998 - 2005

Skills
Retirement, Investments, IRA's, Financial Advisory, Financial Markets, Financial Planning, Estate Planning, Insurance Planning, Disability Insurance, Insurance, Mutual Funds, Annuities, Financial Advice, Investment Advisory, IRA Rollovers, 401k, 401k Rollovers, Defined Benefit, Retirement Planning, Retirement Plans, Financial Management, Sales Management, Mentoring, Training & Development, Fixed Annuities, IRAs

Education
Regis University   2006 — 2007
MBA, Finance

Georgia Southern University   1994 — 1998
BS, Justice Studies

Gordon College (GA)   1992 — 1994

Nathan Jolley Nathan Jolley Germantown, Tennessee Details
Nathan Jolley's Shoemaker Financial Experience July 2014 - Present
Job Financial Advisor at Shoemaker Financial
Industry Financial Services
Experience
Shoemaker Financial   July 2014 - Present
University of Georgia  August 2012 - December 2013
Primerica  June 2013 - August 2013
Doosan Infracore  December 2012 - December 2012
Martin Dixie Youth Baseball   March 2011 - May 2012
University of Tennessee-Martin   August 2010 - May 2012
Fellowship of Christian Athletes  June 2011 - June 2011
Lambuth University  August 2009 - May 2010
Fellowship of Christian Athletes  February 2009 - January 2010
Groundskeeper, James Taylor Lawn and Care   May 2006 - July 2006

Skills
Leadership, Management, Time Management, Teamwork, Sales, Public Speaking, PowerPoint, Finance, Fundraising, Community Outreach, Nonprofits, Human Resources, Facebook, Microsoft Office, Athletics, Football

Education
University of Georgia - Terry College of Business   2012 — 2013
Bachelor of Business Administration, Finance

University of Tennessee at Martin   2010 — 2012
Bachelor of Business Administration, Accounting

Lambuth University   2009 — 2010
Bachelor of Science, Biology

Emily Breen Emily Breen Collierville, Tennessee Details
Emily Breen's Shoemaker Financial Experience July 2013 - Present
Job Benefits Account Manager at Shoemaker Financial
Industry Financial Services
Experience
Shoemaker Financial   July 2013 - Present
Morgan Keegan & Company  January 2010 - April 2012

Skills
Customer Service, Administrative..., Communication, Account Management, Employee Benefits, Insurance, Sales, Leadership, Microsoft Office, Team Building, Life Insurance

Education
The University of Memphis   2005 — 2009
Bachelor's degree, Communication, General

Blake Mills Blake Mills Memphis, Tennessee Details
Blake Mills's Shoemaker Financial Experience May 2010 - August 2010
Job Analyst at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc.   June 2015 - Present
Raymond James Financial Inc.  September 2012 - May 2015
Raymond James Financial Inc.  May 2011 - September 2012
Startup Tennessee   December 2011 - May 2012
Volunteer Traditions Inc.   January 2009 - May 2011
Shoemaker Financial   May 2010 - August 2010

Skills
Accounting, Microsoft Excel, Economics, Bloomberg Terminal, Microsoft Access, Financial Analysis, Financial Markets, Fixed Income Analysis

Education
The University of Memphis   2011 — 2014
Master of Business Administration (M.B.A.)

University of Tennessee at Martin   2007 — 2011
Bachelor of Science (BS), Finance, General

Latrice McLin Latrice McLin Greater Memphis Area Details
Latrice McLin's Shoemaker Financial Experience June 2015 - Present
Job Financial Representative at Shoemaker Financial
Industry Financial Services
Experience
Shoemaker Financial   June 2015 - Present
Chartwell Financial Group  March 2014 - June 2015
LaMac Clothing & Accessories   June 2012 - August 2013
Western Kentucky University  June 2008 - April 2012
Samford University  August 2000 - May 2008
Appalachian State University  August 1999 - June 2000

Skills
Customer Service, Social Media, Microsoft Office, Sales, Marketing Strategy, Sales Management, Marketing, Team Building, Strategic Planning, Social Media Marketing, Coaching, Microsoft Excel, Fundraising, Cold Calling, Analytics, Competitive Analysis

Education
Florida State University   1994 — 1998
Bachelor of Science Degree, Family and Child Sciences/Minor Social Work

Florida State University   1994 — 1998
Bachelor's degree

Zachary Spires Zachary Spires Knoxville, Tennessee Area Details
Zachary Spires's Shoemaker Financial Experience April 2015 - Present
Job Financial Services Intern at Shoemaker Financial
Industry Financial Services
Experience
Shoemaker Financial   April 2015 - Present
Nashville Rescue Mission  December 2008 - Present
Vector Marketing  February 2012 - August 2014
Vector Marketing  May 2013 - August 2013

Skills
Sales, Time Management, Direct Sales, Team Building, Team Leadership, Sales Presentations, Training, Event Planning, Fundraising, Work Ethic, Leadership, Business Planning, Bloomberg Terminal, Sales Management, Social Media, Advertising, Building Relationships, Microsoft Excel, Microsoft Office, Customer Service, Public Speaking, PowerPoint, Microsoft Word, Social Networking, Management

Education
Haslam College of Business at the University of Tennessee   2012 — 2016
Bachelor of Science (B.S.), Finance

Brentwood Academy   2010 — 2012

Brentwood Academy   2010 — 2012

Robert Lackey Robert Lackey Greater Memphis Area Details
Robert Lackey's Shoemaker Financial Experience January 2015 - Present
Job Financial Advisor at Shoemaker Financial
Industry Financial Services
Experience
Shoemaker Financial   January 2015 - Present
Thrivent Financial  February 2013 - December 2014
American National Insurance  July 2011 - January 2013

Skills
Asset Protection, Life Insurance, Investment Strategies, Asset Allocation, Financial Strategy, Education Funding, Estate Strategies, Charitable Strategies

Education
The University of Memphis   2005 — 2010
Bachelor of Business Administration (BBA), Finance, General

Andy Fisher Andy Fisher Nashville, Tennessee Details
Andy Fisher's Shoemaker Financial Experience February 2001 - January 2002
Job Helping Business owners and C level Execs thrive by providing financing and consultation
Industry Banking
Experience
First Tennessee Bank  July 2015 - Present
BDO USA, LLP  October 2012 - June 2015
First Tennessee Bank  January 2002 - October 2012
Shoemaker Financial   February 2001 - January 2002

Skills
Finance, Asset Based Lending, Commercial Lending, Business Development, Accounting, Mergers & Acquisitions, Due Diligence, Financial Analysis, Treasury Management, Executive Management, Portfolio Management, Financial Modeling, Financial Services, Strategic Planning, Risk Management, Business Strategy, Management, Business Process..., Corporate Finance, Data Security, Auditing, Business Valuation, IT Security Assessments, Private Equity, Lockbox, Real Estate Financing, Small Business, Electronic Payment..., Payment Card Processing, 401k, Term Loan, SALT, IT Audit, ASC 740, International Tax, R&D Tax Credits, Restructuring, Tax Accounting, Corporate Tax, Strategic Tax Planning, Enterprise Risk..., Sox Compliance, Transfer Pricing..., ESOP, Equity Compensation, Expatriate Tax, Cost Segregation, Sales and Use Tax, Valuation, Digital Strategy

Education
The University of Memphis   1996 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General

Allen Parker, SPHR®, SHRM-SCP Allen Parker, SPHR®, SHRM-SCP Greater Nashville Area Details
Allen Parker, SPHR®, SHRM-SCP's Shoemaker Financial Experience July 2008 - May 2009
Job Manager of Human Resources and Administration
Industry Human Resources
Experience
TrustCore Financial  June 2011 - Present
UBS Wealth Management  January 2011 - June 2011
Bankers Life and Casualty  July 2010 - May 2011
Chappell, Smith & Associates, Inc.   June 2009 - February 2010
Shoemaker Financial   July 2008 - May 2009
SunTrust Bank  December 2000 - October 2007
SunTrust Bank  October 1997 - December 2000

Education
Samford University   1987 — 1990
Bachelor of Science, Human Resources

Jill Love Jill Love Austin, Texas Details
Jill Love's Shoemaker Financial Experience November 2010 - April 2011
Job Childcare Professional
Industry Primary/Secondary Education
Experience
Blush Bridal Lounge   April 2014 - Present
The Grodziski Household   September 2012 - April 2014
The Benson Household   July 2011 - August 2012
Alfred Angelo  June 2011 - July 2012
The Evers Household   April 2011 - July 2011
Shoemaker Financial   November 2010 - April 2011
ABC24 / CW30   March 2010 - November 2010
Harvest Creative  September 2009 - March 2010
Harvest Creative  June 2009 - September 2009

Education
University of Alabama   2006 — 2009
Bachelor of Arts, English

Montgomery College   2004 — 2006
General

Katie Brashear Katie Brashear Germantown, Tennessee Details
Katie Brashear's Shoemaker Financial Experience May 2014 - Present
Job Marketing Specialist at Shoemaker Financial
Industry Financial Services
Experience
Shoemaker Financial   May 2014 - Present
Shoemaker Financial   September 2012 - May 2014
Ericson Group   June 2009 - September 2012

Skills
College Recruiting, Sales, Building Relationships, Talent Acquisition, Cold Calling, Human Resources, Training, Resume Writing

Education
University of Mississippi   2005 — 2008
Bachelor of Business Administration (BBA), Marketing

University of Alabama   2004 — 2005

Carson Rhylander Carson Rhylander United States Details
Carson Rhylander's Shoemaker Financial Experience June 2013 - August 2013
Job Internal Auditor at Helena Chemical Company
Industry
Experience
Helena Chemical Company  August 2015 - Present
Shoemaker Financial   June 2013 - August 2013

Skills
Leadership, Teamwork, Finance, Marketing, Marketing Strategy, Time Management, Continuous Improvement, Long-term Customer..., Sales, Management, Microsoft Office, Customer Service, Public Speaking

Education
University of Mississippi   2014 — 2015
Masters of Business Administration, 3.5 gpa

University of Mississippi   2010 — 2014
Bachelor of Business Administration (B.B.A.), Managerial Finance

Andrew McKinney Andrew McKinney Greater Memphis Area Details
Andrew McKinney's Shoemaker Financial Experience June 2005 - Present
Job IT Manager For Shoemaker Financial
Industry Financial Services
Experience
Shoemaker Enterprises   January 2007 - Present
Shoemaker Financial   June 2005 - Present

Skills
Management, Networking, Leadership

Education
The University of Memphis   1999 — 2003
Bachelor of Science (BS), Management Information Systems, General

Jeff Grimm Jeff Grimm Greater Memphis Area Details
Jeff Grimm's Shoemaker Financial Experience April 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
Shoemaker Financial   April 2013 - Present

Skills
Investments, Retirement Planning, Series 7, IRAs, Mutual Funds, Wealth Management, College Savings Plans, Retirement, Fixed Annuities, Strategic Financial..., Investment Advisory, Estate Planning, 401k, Disability Insurance, Asset Allocation, Life & Health Insurance..., Variable Life, Variable Annuities, Whole Life, Term Life Insurance, Long Term Care Insurance, Series 66

Education
The University of Memphis
Bachelor's degree, International Business

Elizabeth Sposato Elizabeth Sposato Greater Memphis Area Details
Elizabeth Sposato's Shoemaker Financial Experience September 2011 - December 2011
Job Financial Analyst II at TruGreen
Industry Financial Services
Experience
TruGreen  August 2015 - Present
TruGreen (formerly ServiceMaster)   January 2014 - Present
ServiceMaster  August 2013 - January 2014
ServiceMaster  June 2013 - August 2013
Transfer Leadership Organization   September 2011 - May 2013
Shoemaker Financial   September 2011 - December 2011

Skills
Financial Analysis, Microsoft Office, Research, Leadership, Time Management, Public Speaking, Customer Service, Finance, Team Leadership, Sales, Marketing, Managerial Finance, Project Management, Microsoft Excel, Sales Process, Team Building

Education
University of Mississippi - School of Business Administration   2009 — 2013
Bachelor of Business Administration (B.B.A.), Banking and Finance, Managerial Finance

Jonathan McAlister, CFS® Jonathan McAlister, CFS® Greater Memphis Area Details
Jonathan McAlister, CFS®'s Shoemaker Financial Experience May 2012 - Present
Job Financial Advisor at Shoemaker Financial
Industry Financial Services
Experience
Shoemaker Financial   May 2012 - Present
MassMutual Financial Group  May 2011 - May 2012
Mississippi State University  January 2010 - January 2011
McAlister Enterprises   May 2007 - August 2007

Skills
Disability Insurance, Estate Planning, Long-term Care, Life Insurance, Retirement Planning, Finance, Retirement, Strategic Financial..., Investments, Financial Planning, Employee Benefits, Series 7, Fixed Annuities, Investment Management, Financial Analysis, Business Planning and..., Insurance, Long Term Care, Series 66, Asset Allocation, Wealth Management

Education
Mississippi State University   2007 — 2011
Business, Risk Management, Insurance, and Financial Planning

Mississippi State University   2007 — 2011
Bachelor's Degree, Risk Management, Insurance, Financial Planning

St. George's Independent School   2003 — 2007

Jacob Norman Jacob Norman Greater Memphis Area Details
Jacob Norman's Shoemaker Financial Experience April 2013 - Present
Job Financial Advisor at Shoemaker Financial
Industry Insurance
Experience
Shoemaker Financial   April 2013 - Present
State Farm Insurance  November 2011 - April 2013
J. Alexander's Restaurants   May 2009 - November 2011
Farmers Insurance  January 2010 - September 2010

Skills
Insurance, Life Insurance, Term Life Insurance, Property & Casualty..., Health Insurance, Umbrella Insurance, Commercial Insurance, General Insurance, Casualty, Professional Liability, Liability, Workers Compensation

Education
The University of Memphis   2008 — 2010
Bachelors of Business, Marketing Managment

Evan Stock Evan Stock Memphis, Tennessee Details
Evan Stock's Shoemaker Financial Experience July 2013 - November 2013
Job Fixed Income Research at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc.   May 2015 - Present
Raymond James Financial Inc.  January 2014 - Present
Shoemaker Financial   July 2013 - November 2013
Crossfit Collierville   May 2013 - July 2013
University of Mississippi Chemistry Department   May 2010 - December 2010
Sigma Chi Fraternity Eta Chapter   January 2010 - October 2010

Skills
Financial Analysis, Microsoft Excel, PowerPoint, Finance, Teamwork, Analysis, SAP R/3, Team Leadership, Customer Service, Accounting, Leadership, Investments, Social Media, SAP ERP, Exposure to SAP, Negotiation, Facebook, Sales, Market Research, Managerial Finance, Financial Accounting, Team Building, Statistics, Event Planning, Budgets, Economics, Public Speaking, Research, Social Skills

Education
CFA Institute Level 1 Candidate

University of Mississippi   2008 — 2013
Bachelor's Degree, Banking and Finance, Managerial Finance

David Reece David Reece Birmingham, Alabama Details
David Reece's Shoemaker Financial Experience August 2013 - May 2014
Job Financial Sales Advisor at BBVA Compass
Industry Banking
Experience
BBVA Compass  August 2014 - Present
Shoemaker Financial   August 2013 - May 2014
Samford University  August 2009 - May 2013
United States Department of the Treasury: Bureau of Public Debt  June 2012 - August 2012

Skills
Investments, Finance, Management, Microsoft Excel, Public Speaking, PowerPoint, Economics, Research, Bloomberg Terminal, Microsoft Office, Microsoft Word, Leadership, Life & Health Insurance..., Bloomberg, Series 7, Data Analysis, Customer Service, Social Media, Social Networking, Series 66, Consumer Lending, Portfolio Management

Education
Samford University   2009 — 2013
Bachelor of Science in Business Administration, Finance and Economics

Clarksville High School   2005 — 2009

Dan Eddins Dan Eddins Memphis, Tennessee Details
Dan Eddins's Shoemaker Financial Experience October 2014 - Present
Job Account Executive at FedEx
Industry Marketing and Advertising
Experience
FedEx Services  April 2015 - Present
Shoemaker Financial   October 2014 - Present
Enterprise Rent-A-Car  November 2012 - July 2014
Ruth's Chris Steak House  January 2009 - October 2012

Skills
Tiger Leadership..., Studied Abroad:..., International Students..., Management, Marketing, Customer Service, Leadership, Team Building, Time Management

Education
The University of Memphis
B.A, Communications & Fine Arts

Mark Regenold Mark Regenold Spring Hill, Tennessee Details
Mark Regenold's Shoemaker Financial Experience August 1997 - July 1998
Job General Dentist at Smiles On Main
Industry Health, Wellness and Fitness
Experience
Smiles On Main Family Dentistry   June 2013 - Present
Crossville Smiles Family Dentistry   February 2008 - June 2013
Target  November 2002 - May 2003
Quinta Contractors, LLC   March 2000 - May 2002
Shoemaker Financial   August 1997 - July 1998

Skills
Dentistry, Teeth Whitening, Cosmetic Dentistry, Braces, Sedation Dentistry, Healthcare, Cosmetics

Education
The University of Tennessee Health Science Center   2003 — 2007
DDS, Dentistry, Dental Implants, Braces, Cosmetic Dentistry, Teeth Whitening

James Ussery James Ussery Louisville, Kentucky Area Details
James Ussery's Shoemaker Financial Experience October 2008 - June 2009
Job Realisticshootingtargets.com you choose the situation, and we will provide the target.
Industry Professional Training & Coaching
Experience
Realistic Shooting Targets   December 2011 - Present
AOY Tactical   October 2011 - Present
Shoemaker Financial   October 2008 - June 2009
Kentucky Data Link  September 2007 - November 2008
Ubiquitel pcs  January 2004 - October 2005
United States Marine Corps.  1997 - 2001

Skills
Strategic Planning, Public Speaking, Military, Leadership, Customer Service, Life Insurance, Marketing, Process Improvement, Tactics, Security Clearance, Weapons, Investigation, Personal Protection, Security Operations, Homeland Security, Security, Protection, Emergency Management, Counterterrorism, Training, Firearms, Government, Executive Protection, Police, Physical Security, Force Protection, Small Business, Intelligence Analysis, Asset Protection, Criminal Investigations, Army, Enforcement, Security Management, Surveillance, Defense, Leadership Development, Special Operations, Intelligence, Coaching, Risk Assessment, Crisis Management, Martial Arts, Military Experience, Security Training, Interrogation, Personal Security, Self Defense, Military Training, Afghanistan, Command

Education
Ivy Tech College   2003 — 2007

Liz Lacey Liz Lacey Greater Nashville Area Details
Liz Lacey's Shoemaker Financial Experience Donor Relations AssociateFOCUS2005 - 2006
Job Recruiter at Shoemaker Financial
Industry Financial Services
Experience
Shoemaker Financial   Donor Relations AssociateFOCUS2005 - 2006

Education
Auburn University   2001 — 2005

Frank Allen Frank Allen Greater Memphis Area Details
Frank Allen's Shoemaker Financial Experience Managing DirectorFedEx1991 - 2001
Job Financial Advisor at Shoemaker Financial
Industry Financial Services
Experience
Shoemaker Financial   Managing DirectorFedEx1991 - 2001

Education
The University of Memphis   1970 — 1974

Jason Frazier, CFP®, ChFC®, AIF® Jason Frazier, CFP®, ChFC®, AIF® Greater Memphis Area Details
Jason Frazier, CFP®, ChFC®, AIF®'s Shoemaker Financial Experience 2014 - Present
Job Financial Planning Specialist at Shoemaker Financial
Industry Financial Services
Experience
Shoemaker Financial   2014 - Present
Raymond James Financial Inc.  February 2011 - January 2014
RAYMOND JAMES® / Morgan Keegan   April 2012 - February 2013
Morgan Keegan  February 2011 - April 2012
Kelman-Lazarov, Inc   August 2007 - February 2011
ServiceMaster / Terminix   2003 - 2007
Strategic Financial Partners  August 1998 - May 2003
Lincoln Financial Advisors  January 1995 - August 1998
Capital Management Group  June 1993 - January 1995

Skills
Investments, Portfolio Management, Retirement, Retirement Planning, Finance, Strategic Financial..., Wealth Management, Series 7, Fixed Annuities, Strategy, Certified Financial..., Investment Strategies, Wealth Management..., Asset Allocation, Investment Advisory, Mutual Funds, Securities, 401k, Financial Planners, Series 63, Financial Advisory, Estate Planning, Wealth, Series 24

Education
University of California, Riverside   1989 — 1993
Bachelor of Science, Business Administration

Frank Allen Frank Allen Greater Memphis Area Details
Frank Allen's Shoemaker Financial Experience May 2001 - Present
Job Financial Advisor at Shoemaker Financial
Industry Financial Services
Experience
Shoemaker Financial   May 2001 - Present
FedEx  December 1984 - February 2001

Education
The University of Memphis   1970 — 1974
BBA, Accounting

Frances Fortner Frances Fortner Greater Memphis Area Details
Frances Fortner's Shoemaker Financial Experience
Job Executive Assistant at Shoemaker Financial
Industry Financial Services
Experience
Shoemaker Financial  

Skills
Customer Service, Event Planning, Microsoft Office, Strategic Planning

Education
The University of Memphis

University of Tennessee at Martin

Melina Savarese Melina Savarese San Diego, California Details
Melina Savarese's Shoemaker Financial Experience 2007 - 2007
Job Admissions Manager at Ashford University
Industry Education Management
Experience
Ashford University  April 2009 - Present
All State Promotions/Sidney Frank Importing   November 2007 - March 2009
Shoemaker Financial   2007 - 2007
Infinity Title Agency, Inc.   2005 - 2006
KEL Title Insurance Group, Inc.   2004 - 2006

Skills
Sales Management, Leadership, Sales, Training, Sales Trainings, Customer Service, Management, Photography, Social Networking, Writing, Microsoft Office, Research, CRM Databases, Photoshop, Digital Photography, Student Recruiting, Team Leadership, Distance Learning, Enrollment Management, Quota Achievement, Adult Education, Admissions, Student Retention, CRM, Staff Development

Education
California State University-San Marcos   2002 — 2004
B.S., Business Administration

Grossmont College   1999 — 2001
Associate of Science (A.S.), Business Administration and Management, General

Chip Hammond Chip Hammond Greater Memphis Area Details
Chip Hammond's Shoemaker Financial Experience April 2006 - January 2007
Job Technical Business Advisor at FedEx TechConnect
Industry Transportation/Trucking/Railroad
Experience
FedEx TechConnect  May 2012 - Present
FedEx Services  March 2011 - May 2012
FedEx Services  August 2009 - March 2011
FedEx Freight  July 2008 - August 2009
FedEx Services  July 2007 - July 2008
Shoemaker Financial   April 2006 - January 2007
Electrical Controls Inc   February 2003 - January 2006
Dobbs Honda   January 2003 - February 2003
Holy Rosary Catholic Church  August 2000 - August 2002

Skills
Strategic Planning, Business Analysis, Channel Management, Incentive Programs, Adult Education, Partner Relationship..., Technology Liaison, Creative Problem Solving, Program Management, Tableau, Excel, PowerPoint, Pivot Tables, Data Visualization, Series 7, Series 66, Life and Health..., CLTC, Sales Presentations, WebEx, GoToMeeting, SQL, Business Objects, Project Management, Channel Partners, Microsoft Excel, Business Intelligence, E-commerce, Business Analytics, Sales, Leadership, Sales Process, Project Planning, Sales Operations, Analytics, Team Building, Advertising, Partner Management, Logistics, Management, Marketing, Transportation, Analysis, Pricing, Training, Access

Education
Franciscan University of Steubenville   1997 — 2000
Master of Arts (M.A.), Theology and Christian Ministry

Samford University   1993 — 1997
Bachelor of Arts (B.A.), Congregational Studies

Joseph Wilder, CFP®, AIF®, CLTC Joseph Wilder, CFP®, AIF®, CLTC Greater Memphis Area Details
Joseph Wilder, CFP®, AIF®, CLTC's Shoemaker Financial Experience September 2002 - January 2009
Job Managing Partner and Advisor at CFH Financial Services, Inc.
Industry Financial Services
Experience
CFH Financial Services, Inc.   February 2009 - Present
CFH Financial Services, Inc.   February 2009 - Present
Shoemaker Financial   September 2002 - January 2009
First Tennessee Bank  June 2000 - August 2002

Skills
CERTIFIED FINANCIAL..., AIF, Strategic Financial..., Retirement Planning, Insurance, Investment Advisory, IRAs, Series 7, 401k Rollovers, Uniform Combined State..., Wealth Management, Fixed Annuities, Roth IRA, Mutual Funds, Investment Strategies

Education
The University of Memphis   1996 — 2000
BBA, Management

Monty Gordon Monty Gordon Germantown, Tennessee Details
Monty Gordon's Shoemaker Financial Experience June 2015 - Present
Job Accounting Analyst at Shoemaker Financial
Industry Financial Services
Experience
Shoemaker Financial   June 2015 - Present
FedEx Services  July 2014 - May 2015
Wright Medical Technology  September 2011 - May 2014
American Residential Services  August 2010 - August 2011
Christ Community Health Services  October 2009 - August 2010
FedEx Services  January 2000 - April 2009
FedEx Sales Compensation   January 1994 - January 2000
FEDEX CORPORATION  January 1989 - January 1994

Skills
Forecasting, Sales Operations, Budgets, Training, Human Resources, Process Improvement, Direct Sales, Change Management, Marketing, Management, Program Management, Analysis, Customer Satisfaction, Customer Service, MS Project, Microsoft Excel, Sales Management, Sales, Strategic Planning

Education
University of Mississippi   1976 — 1980
Bachelor of Business Administration (BBA), Business Administration and Management, General

The University of Memphis
Bachelor of Business Administration (BBA), Accounting

Moskovitz Eleanor Moskovitz Eleanor Greater Memphis Area Details
Moskovitz Eleanor's Shoemaker Financial Experience June 2011 - Present
Job Marketing Specialist at Shoemaker Financial
Industry Financial Services
Experience
Shoemaker Financial   June 2011 - Present
Shoemaker Financial   May 2002 - June 2011

Education
Liberty University

Gil Maneclang Gil Maneclang Greater Memphis Area Details
Gil Maneclang's Shoemaker Financial Experience August 2011 - February 2012
Job Former Financial Advisor Trainee
Industry Financial Services
Experience
Shoemaker Financial   August 2011 - February 2012
City of Germantown  June 2007 - July 2010

Education
Mississippi State University   2007 — 2011
BBA, Finance

Paul Rich Paul Rich Savannah, Tennessee Details
Paul Rich's Shoemaker Financial Experience May 1992 - Present
Job CFP ® Professional at Shoemaker Financial
Industry Financial Services
Experience
Shoemaker Financial   May 1992 - Present
Hardin County Bank   May 1989 - November 1992

Skills
Series 7, Retirement Planning, Investment Advisory, Financial Planning, 401k Rollovers, College Savings Plans, Insurance Planning

Education
University of Mississippi   1990 — 1991
Master of Business Administration (M.B.A.), Business Administration and Management, General

University of Tennessee at Martin   1986 — 1990
Bachelor of Business Administration (B.B.A.), Finance, General

Hardin county high school   1982 — 1986

Tamekia Thompson Tamekia Thompson Greater Memphis Area Details
Tamekia Thompson's Shoemaker Financial Experience 2007 - 2008
Job Account Manager
Industry Investment Management
Experience
UADR   May 2014 - Present
FTB Advisors  November 2008 - February 2014
Shoemaker Financial   2007 - 2008
Morgan Keegan  2003 - 2006

Skills
Financial Analysis, Series 7, Portfolio Management, Loans, Banking

Education
The University of Memphis

Bradley Roelofs Bradley Roelofs Greater Memphis Area Details
Bradley Roelofs's Shoemaker Financial Experience June 2010 - July 2010
Job Senior Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC  July 2015 - Present
CBIZ MHM, LLC  March 2013 - Present
Memphis Research Group   August 2012 - March 2013
ServiceMaster  May 2012 - August 2012
Merrill Lynch  June 2011 - July 2011
Shoemaker Financial   June 2010 - July 2010

Skills
Financial Analysis

Education
University of Tennessee-Knoxville - College of Business Administration   2008 — 2012
Accounting and Finance

Jennifer Blalock Jennifer Blalock United States Details
Jennifer Blalock's Shoemaker Financial Experience December 2007 - May 2008
Job Accountant II at Allenberg Cotton Co.
Industry
Experience
Allenberg Cotton Co.  August 2009 - Present
Shoemaker Financial   December 2007 - May 2008
Blalock Controls   June 2005 - August 2005

Education
Freed-Hardeman University   2002 — 2006
Bachelor of Business Administration (BBA), Accounting

Harding Academy   1998 — 2002
College Prep