Sigma Financial
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Sigma Financial Employees
Financial Fitness Wealth Management January 2006 - Present
Sigma Financial December 2005 - Present
Education
Drexel University - College of Business and Administration 1985 — 1990
B.S. in Business Administration, Finance
Upper Darby High School 1980 — 1984
Sigma Financial Corporation December 2012 - Present
INC Research September 2010 - May 2012
Mitchell College September 2009 - September 2010
BLCPro May 2008 - June 2009
Manpower 2007 - 2008
Sigma Financial July 2006 - August 2007
Education
Eastern Connecticut State University 2007 — 2009
Management
Eastern Michigan University 2005 — 2007
Management
Agora Wealth Management Assistant Vice President & Financial ConsultantChelsea State BankMarch 2013 - September 2014
BD Ops, LLC. April 2011 - February 2013
Sigma Financial November 2009 - April 2011
Hantz Financial October 2007 - October 2008
Education
University of Michigan 2004 — 2007
Bachelor of Arts, Economics
Eastern Michigan University 2010 — 2012
Master of Business Administration, Finance
Sigma Financial December 2005 - Present
Charter One Bank September 1994 - January 2002
Education
Eastern Michigan University
Bachelor of Business Administration (B.B.A.), Accounting
Gradient Securities, LLC February 2014 - Present
Summit Financial Consulting LLC July 2002 - Present
Sigma Financial 2004 - April 2014
Michigan State University August 1999 - May 2002
Northwestern Mutual April 2001 - January 2002
Education
Michigan State University 1998 — 2002
B.A., Finance
Lutheran High School North
Lutheran High School North
Wealth 360, LLC January 2008 - Present
Sigma Financial March 2005 - December 2007
Woodmen of the World / Woodmen Financial Services October 1992 - March 2005
Skills
Retirement Planning, Financial Planning, Asset Management, Risk Management, Investment Advisory, Strategic Financial..., Investments, Asset Managment, Investment Management, Financial Planners, Wealth Management, 401k, Estate Planning, Life Insurance, Long-term Care, Retirement, Mutual Funds, Wealth, 401k Rollovers, Fixed Annuities, IRAs, Asset Allocation, Finance, Financial Advisory, Series 7, Securities, Investment Strategies, Disability Insurance, Alternative Investments, Roth IRA, Certified Financial...
Education
Indiana Wesleyan University
Business
Oglethorpe University
Financial Planning
Realty Capital Securities November 2010 - August 2015
Sigma Financial September 2009 - October 2010
John Hancock Life Insurance Company (U.S.A.) March 1991 - April 2009
Mutual Service Corporation May 1985 - March 1991
Skills
Wholesaling, Sales Management, Series 24, Series 7, Securities, Retirement, Investments, Alternative Investments, Retirement Planning, Wealth Management, Financial Planning, Public Speaking, Insurance, Series 63, Series 6, Mutual Funds, Real Estate, Pensions, Annuities, Annuity, Estate Planning, Fixed Annuities, Separately Managed..., Series 65, Variable Annuities
Education
Eastern Michigan University 1963 — 1968
BBA, Business
Sigma Financial January 2007 - Present
Education
Calvin College 1999 — 2003
B.A., Business with minors in Psychology and Communications
Convergys August 2011 - Present
Verio, Inc April 2011 - July 2011
2006 - 2008 Ashford Financial Group October 2006 - October 2008
Greenwald Financial Services January 1980 - October 2008
Faith Financial Planners 2000 - 2005
Sigma Financial 1991 - 2000
Mid-Michigan Life and Health Services January 1980 - January 1991
Skills
Network Administration, Networking, Customer Service, Call Center, Help Desk Support, Sales, Call Centers, Windows, Investments, TCP/IP, Wireless Networking, Insurance, SAN, Active Directory, XP, Windows 7, Technical Support, Computer Hardware, Servers, Troubleshooting, Operating Systems, Routers, Software Installation, Cisco Technologies, System Administration, VMware, Microsoft Exchange, Hardware, DHCP, Network Security
Education
Stevens-Henager College-Murray 2009 — 2012
Associate's degree, Computer Science
New Mexico Military Institute 1974 — 1975
none
RMJ Financial July 2014 - Present
AMDG Financial September 2012 - July 2014
New England Securities February 2007 - September 2012
Sigma Financial December 2005 - December 2006
AXA Advisors March 2003 - October 2005
Archway Marketing Services 1997 - 2002
Kmart Corporation 1973 - 1992
Skills
Investment Advisory, Wealth Management, Comprehensive...
Education
University of Michigan - Stephen M. Ross School of Business 1980 — 1984
MBA with honors
Eastern Michigan University 1974 — 1978
BBA with honors, Finance
University of Michigan 1970 — 1972
none, Naval Architecture
Sigma Financial 1990 - Present
Shaheen & Associates, Inc. October 1981 - Present
Highland Appliance Co. September 1979 - September 1980
Ford Motor Company June 1977 - August 1977
Skills
Wealth Management, Variable Annuities, Life Insurance, Estate Planning, Financial Planning, Retirement Planning, Group Benefit Plans, Fixed Annuities, Long Term Care Insurance, Disability Insurance, IRA transfers and..., Strategic Financial..., Fee Based Investment..., Long-term Care, Retirement, Mutual Funds, Securities Licensed, Series 6, Wealth, Series 63, Series 7, Securities, FINRA, Asset Allocation
Education
Eastern Michigan University 1975 — 1979
Bachelor of Business Administration, Business Marketing and Management
South Lake High School - St. Clair Shores, MI 1971 — 1975
Washtenaw Community College May 2013 - June 2015
Integrated Health Associates January 2011 - March 2013
Sigma Financial August 2006 - January 2011
Skills
Time Management, Leadership, Interviews, Employee Benefits, Benefits Administration, Teamwork, Onboarding, Payroll, Management, Human Resources, Training, Software Documentation, Recruiting, Employee Relations, Customer Service, Administration, Data Entry, Employee Engagement, Microsoft Word, New Hire Orientations, Outlook, PeopleSoft, Process Scheduler, Team Building, Microsoft Excel
Education
Davenport University 2015 — 2017
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
Davenport University 2010 — 2015
Bachelor of Business Administration (BBA), Human Resource Management, 3.95 GPA
Washtenaw Community College 2007 — 2010
Associate in Applied Science, Management Supervision/Human Resource Management, 4.0 GPA
Gilbert Public Schools August 2012 - Present
Private Mathematics Tutor September 2010 - December 2011
Guardian Life February 2007 - June 2010
Morgan Hill Unified School District January 2003 - October 2004
Gilroy Unified School District August 2002 - November 2002
East Penn School District August 1996 - January 2002
Sigma Financial July 1995 - August 1996
Crum & Forster June 1990 - January 1995
Cigna Corporation May 1989 - June 1990
Skills
Analytical Skills, Group Medical Insurance, Leadership, Health Care Reform, Curriculum Design, Teaching, Educational Leadership, Curriculum Development, Technology Integration, Secondary Education, Mathematics Education, Employee Benefits, Analysis, Insurance, Instructional Technology
Education
DeSales Univeristy 1997 — 2000
Master of Education (M.Ed.), Mathematics, 4.00
Penn State University 1985 — 1989
BS, Mathematics, 3.82
Hazleton High School
Paper & Honey, LLC May 2011 - Present
Sigma Financial June 2012 - October 2012
Eastern Michigan University Foundation October 2010 - June 2012
Eastern Michigan University June 2010 - April 2012
Skills
Adobe Creative Suite, Layout, Print, HTML + CSS, Copy Editing, Illustrator, InDesign, Photoshop, After Effects, Brand Development, Screen Printing, Logo Design, Typography, Brochures, Graphic Design, Branding & Identity
Education
Eastern Michigan University 2008 — 2012
Bachelor of Fine Arts (BFA), Graphic Design
Chippewa Valley
Independent Financial Group, LLC June 2013 - Present
Independent Financial Group, LLC May 2012 - June 2013
Sigma Financial March 2011 - May 2012
Inside-Out Window Cleaners May 2010 - November 2011
Sigma Financial Corporation/Sammons Securities Company November 2004 - April 2011
RFC Financial Planners November 2009 - June 2010
Skills
Alternative Investments, Investment Advisory, Investments, Financial Planners, FINRA, Series 7, Investment Strategies, Asset Allocation, Variable Annuities, Financial Services, Financial Advisory, Customer Service
Education
Eastern Michigan University
Oakland Community College
Washtenaw Community College
Fidelity Investments June 2015 - Present
Sigma Financial August 2012 - June 2015
Fidelity Investments June 2011 - July 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Microsoft Office, Customer Service, Series 7, Series 24, Finance, Series 66
Education
Michigan State University 2008 — 2012
Bachelor of Arts (BA), Finance
Huron
Legacy Planning Partners June 2008 - Present
Lehigh Valley Financial Group June 2007 - June 2008
AXA February 2006 - May 2007
Sigma Financial September 2000 - July 2005
Skills
Strategic Financial..., Finance, Wealth Management, Retirement Planning, Financial Analysis, Investments, Series 7, Asset Allocation, Mutual Funds, Estate Planning, Securities, Retirement, Series 24, Financial Services, Insurance, Financial Advisory, Management, Risk Management, Portfolio Management, Series 63, Asset Management, Investment Strategies, Disability Insurance
Education
Lehigh University - College of Business and Economics 1998 — 2000
MBA, Finance
Millersville University of Pennsylvania 1993 — 1998
BS, Accounting and Management
Integrous December 2010 - Present
Cleantech Open 2012 - Present
Golden Gate University January 2011 - Present
Financial Planning Association - San Francisco Chapter 2013 - Present
Far West Roundup 2009 - Present
Pacific West Financial Group August 2007 - November 2010
Sigma Financial December 2003 - August 2007
Fannie Mae 1998 - 2000
Fannie Mae 1996 - 1998
J.P. Morgan 1995 - 1995
Skills
Strategic Financial..., Investment Management, Financial Services, Financial Planners, Portfolio Management, Investments, Asset Managment, Retirement Planning, Wealth Management, Investment Advisory, Financial Advisory, Asset Allocation, Estate Planning, Risk Management, Personal Finance, Series 7, Mutual Funds, Investment Strategies, Financial Analysis, Alternative Investments, Wealth, Securities, Retirement, Equities, Fixed Annuities, 401k, Pensions, Series 63, Finance, Financial Modeling, Insurance, Bonds, Financial Markets, Personal Financial..., Life Insurance, Small Business, Relationship Management, Corporate Finance, Long-term Care, Employee Benefits, Business Development, Financial Risk, Executive Management, IRAs, Stocks, Disability Insurance, Investment Properties, Tax, Business
Education
MIT Sloan School of Management 1994 — 1996
Master of Business Administration (MBA), Financial Management
Golden Gate University 2007 — 2009
Master of Science (MS), Financial Planning
MIT Center for Real Estate 1993 — 1994
Candidate, Master of Science (MS), Real Estate
Massachusetts Institute of Technology 1979 — 1983
Bachelor of Science (BS), Electrical Engineering & Computer Science
Sigma Financial November 2009 - Present
Morgan Keegan January 2007 - November 2009
Morgan Stanley Smith Barney February 2006 - January 2007
Legg Mason October 1996 - February 2006
Education
Duke University, Executive Program
Executive Program, CFP
LSU
Bachelor of Science (BS), Finance, General
Celerity Innovation Center June 2011 - February 2012
Infor November 2009 - March 2010
SunTrust Bank June 2009 - November 2009
Sigma Financial January 2007 - February 2008
Earthlink January 2005 - January 2007
Earthlink March 2003 - December 2004
WebTone Technologies April 2000 - July 2003
Skills
Project Management, Vendor Management
Education
University of Alabama 1979 — 1983
BA, Business
Sigma Financial March 2005 - Present
Parkland Securities, LLC 2005 - Present
AAA Life Insurance Company March 2003 - February 2005
SunAmerica Securities February 1999 - March 2003
DSSI LLC April 1994 - January 2000
Education
Central Michigan University 2012 — 2015
Masters of Science in Administration, Leadership
University of Michigan-Dearborn 1987 — 1991
BSA, Finance, minor in Economics
Quest Financial October 2009 - Present
Sigma Financial July 2007 - October 2009
BOS Temporaries February 2007 - July 2007
Goodwill Industries of North Georgia September 2005 - January 2007
Skills
Recruiting, Applicant Tracking..., Staffing Services, Job Coaching, Sourcing, Human Resources, Temporary Staffing, Training, Customer Service, Talent Management, Career Counseling, Career Development, Internet Recruiting, Payroll, Interviews, Temporary Placement, Business Development, Sales, Management
Education
The University of Georgia 2000 — 2004
ECE, Education
Global DMS August 2013 - Present
Telerx Marketing January 2012 - June 2013
Telerx Marketing March 2003 - December 2011
SIGMA Financial November 2001 - March 2003
CIGNA Group Insurance March 2000 - September 2001
CIGNA Group Insurance August 1999 - March 2000
Skills
Call Center, BPO, Customer Experience, Workforce Management, Contact Centers, Customer Satisfaction, Call Centers, Operations Management, Program Management, Customer Retention, Budgets, Strategic Partnerships, Sales, Sales Operations, New Business Development, E-commerce, Marketing, CRM, Vendor Management, Inbound Marketing, Account Management, Lead Generation, Call Center Development, Outsourcing, Team Leadership, Cross-functional Team..., Strategy, Salesforce.com, Analytics, P&L Management, SaaS, Business Development, Process Improvement, Leadership, Management, Telemarketing, Team Building, Team Management, Solution Selling, B2B, Business Process..., Performance Management, Customer Acquisition, Customer Service
Education
Lehigh University - College of Business and Economics 1996 — 1999
MBA, Marketing
Lehigh University 1993 — 1995
Masters, Education
Penn State University 1988 — 1992
BS, Psychology
Lincoln Financial Group 2013 - Present
Sigma Financial 2010 - 2013
Raymond James 2008 - 2010
Lincoln Financial Group 2006 - 2008
Lincoln Financial 2001 - 2006
Skills
Series 7, Retirement, Series 63, Fixed Annuities, Mutual Funds, 401k, Risk Management, Retirement Planning, Variable Annuities, Securities, FINRA, Wealth Management, IRAs, Series 65, Series 24
Education
Indiana University—Purdue University Fort Wayne 1994 — 1998
Bachelor in Business, Finance Major, Economics Minor
Sigma Financial January 2011 - Present
Education
Madonna University 1984 — 1987
Bachelor's degree, Accounting
Sigma Financial June 1998 - Present
Skills
Retirement Planning, Insurance, Disability Insurance, Fixed Annuities, Strategic Financial..., 401k, Long-term Care, Retirement, Investment Advisory, Health Insurance, Wealth Management, Financial Planning, IRAs, Term Life Insurance, Wealth, Financial Advisory, Roth IRA, Whole Life, Investment Strategies, Financial Planners, Strategic Planning, Health Savings Accounts, Universal Life, Life Insurance, Team Building, Employee Benefits, Estate Planning, Series 7, Mutual Funds, 401k Rollovers, Critical Illness
Education
Schreiner University 1965 — 1966
Sigma Financial January 1999 - Present
Sigma Financial 1999 - Present
BDOps, LLC 1999 - 2013
Education
University of Illinois at Urbana-Champaign
B.S. - Marketing
Creative Free Agent Graphic Design Services December 2006 - Present
TT Electronics March 2011 - February 2014
Sigma Financial March 2008 - March 2011
Skills
Series 24, Series 7, Organization, Time Management, Adobe Creative Suite, Open Minded, Self-driven, Efficent, Team-oriented, Microsoft Office, Graphic Design, Logo Design, Custom Invitations, CWS, Marketing, Investment Advisory, Leadership, Microsoft Excel, Microsoft Word, Photoshop, Customer Service
Education
Eastern Michigan University
Bachelor of Fine Arts (BFA), Graphic Design Minor in Marketing, Graduate Magna Cum Laude
Sigma Financial January 2011 - Present
Education
Grand Valley State University 2009 — 2010
MSA, Accounting
Grand Valley State University 2005 — 2009
BBA, Accounting
Sigma Financial July 1987 - December 2012
Education
East Stroudsburg University of Pennsylvania 1962 — 1966
B.S, Education, Secondary Ed
Sigma Financial November 2005 - Present
Skills
Mutual Funds, Financial Services, Asset Management, Training, Insurance, Investments, Risk Management, Project Management, Strategic Financial..., Data Analysis, Portfolio Management, HTML, Vendor Management
Education
Eastern Michigan University 1990 — 1993
Bachelor of Business Administration (B.B.A.), Real Estate
Christ Our King Lutheran Church September 2009 - Present
Current Motor Company December 2011 - November 2012
Syron Engineering November 2001 - July 2008
Sigma Financial February 1998 - November 2001
Skills
Accounts Payable, Accounts Receivable, Phone Skills, Purchasing, Human Resources, Payroll, Paychex, QuickBooks, Microsoft Excel, Microsoft Word
Education
Cleary University 1999 — 2000
Bachelor of Science (BS), Finance, General
Duff's Business Institute 1995 — 1997
Associate's degree, Finance, General