Shoemaker Financial
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Shoemaker Financial Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Shoemaker Financial August 2008 - Present
Education
Mississippi State University 1981 — 1983
BS
The University of Memphis
MBA
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Shoemaker Financial Donor Relations AssociateFOCUS2005 - 2006
Education
Auburn University 2001 — 2005
Shoemaker Financial Managing DirectorFedEx1991 - 2001
Education
The University of Memphis 1970 — 1974
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
Shoemaker Financial May 2001 - Present
FedEx December 1984 - February 2001
Education
The University of Memphis 1970 — 1974
BBA, Accounting
Shoemaker Financial
Skills
Customer Service, Event Planning, Microsoft Office, Strategic Planning
Education
The University of Memphis
University of Tennessee at Martin
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
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
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
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
Shoemaker Financial June 2011 - Present
Shoemaker Financial May 2002 - June 2011
Education
Liberty University
Shoemaker Financial August 2011 - February 2012
City of Germantown June 2007 - July 2010
Education
Mississippi State University 2007 — 2011
BBA, Finance
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
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
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
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