Sovereign Financial Group

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Sovereign Financial Group Employees

Employee
Years
Job
Industry
Jenniffer E. Pearce Jenniffer E. Pearce Salt Lake City, Utah Details
Jenniffer E. Pearce's Sovereign Financial Group Experience June 2009 - October 2011
Job Staff Accountant at Sentinel Security Life Insurance Co.
Industry Executive Office
Experience
Sentinel Security Life Insurance Co.  January 2013 - Present
Jeffrey Wilkinson, Attorney at Law   June 2012 - January 2013
Pollyanna Apartments   November 2011 - January 2013
Sovereign Financial Group   June 2009 - October 2011

Skills
Office Management, Team Building, Team Leadership, Accounting, Bookkeeping, Microsoft Word, Microsoft Excel, Prezi, Payroll

Education
Westminster College
Bachelor's Degree, Business

Salt Lake Community College
Business Administration and Management, General

Salt Lake Community College
Associate of Science (A.S.), Pre-Physical Therapy Studies

Notary Public

Teri Yaple Padovich Teri Yaple Padovich Pleasant Grove, Utah Details
Teri Yaple Padovich's Sovereign Financial Group Experience June 2012 - Present
Job Executive Assistant at Sovereign Financial Group
Industry Financial Services
Experience
Sovereign Financial Group   June 2012 - Present
JetBlue Airways  May 2007 - June 2012
Scenic Route Paper Company   April 2004 - July 2007

Skills
Administrative..., Outlook, Microsoft Excel, Microsoft Office, Office Management, PowerPoint, Customer Service, Microsoft Word, Event Planning, Office Administration, Spreadsheets, Access, Data Entry, Event Management

Education
Brigham Young University   1980 — 1981

Dixie State University

Michael Chiodo Michael Chiodo Greater San Diego Area Details
Michael Chiodo's Sovereign Financial Group Experience February 2012 - June 2013
Job Mortgage Consultant at CMG Financial
Industry Banking
Experience
CMG Financial  June 2013 - Present
Sovereign Financial Group   February 2012 - June 2013

Skills
Banking, Loans, Mortgage Banking, FHA, Investment Properties, First Time Home Buyers, Customer Service, Real Estate, Sales, Refinance, Residential Mortgages, Microsoft Office, Mortgage Lending, Loan Origination

Education
University of San Diego   2010 — 2014
Bachelor's degree, Finance

Brandy Rigney Brandy Rigney Wilmington, North Carolina Details
Brandy Rigney's Sovereign Financial Group Experience March 2001 - March 2004
Job Financial Service Representative at Alliance Credit Union
Industry Banking
Experience
Alliance Credit Union  May 2012 - Present
Capital Bank  2011 - 2012
US Bank  August 2010 - April 2011
Wells Fargo  March 2009 - July 2010
Atlanta Bread Company  April 2004 - December 2008
Sovereign Financial Group   March 2001 - March 2004

Skills
Customer Service, Branch Banking, Time Management, Multi Tasking, Problem Solving, Close Attention to..., Communication, Adaptability, Organization, Time Study, Operational Control, Training, Cash Handling Experience, Payroll, Painting, Accounts Payable, Accounts Receivable, Microsoft Word, Microsoft Excel, Microsoft Office, QuickBooks, Marketing, Seminars, Cash Register, Cross Selling, Goal Setting, Office Administration, Project Planning

Education
North Carolina State University   1995 — 1999
Bachelor of Science (BS), Industrial Engineering

John T Hoggard   1991 — 1995

David W. Tate David W. Tate Salt Lake City, Utah Details
David W. Tate's Sovereign Financial Group Experience July 2001 - August 2003
Job Financial Advisor at Financial Insight Center
Industry Investment Management
Experience
Financial Insight Center   October 2011 - Present
Links Consulting Group  August 2009 - September 2011
Beneficial Financial Group  August 2003 - August 2009
Sovereign Financial Group   July 2001 - August 2003
The MONY Group  1996 - 2001

Skills
Financial Planning, Investment Advisory, Investment Management, Retirement Planning, Investments, Financial Analysis, Finance, Strategic Planning, Leadership, Management, Retirement, Wealth Management, Insurance, Portfolio Management, Mutual Funds, Financial Advisory, Life Insurance, Small Business, Estate Planning

Education
Brigham Young University   1988 — 1995
Bachelor's Degree, Accounting

University of Utah

Olympus High School

Robert Ninow Robert Ninow Greater Salt Lake City Area Details
Robert Ninow's Sovereign Financial Group Experience January 2004 - September 2005
Job Realtor at Stone Edge Real Estate
Industry Real Estate
Experience
Stone Edge Real Estate   November 2009 - Present
FranklinCovey  August 2010 - April 2015
OrangeSoda  February 2008 - August 2010
Varilease  November 2005 - February 2008
Sovereign Financial Group   January 2004 - September 2005

Skills
Search Advertising, PPC, Business Development, Negotiation, Lead Generation, Public Speaking, Sales Management, Direct Sales, SEO, New Business Development, Sales, Customer Engagement, SEM, Online Advertising, Management, Online Marketing, Account Management, Strategic Partnerships, Salesforce.com, Strategy, Marketing Strategy, Sales Process, Leadership, Google Analytics, Digital Marketing, E-commerce

Education
University of Utah   2003 — 2004
Bachelor of Arts, Political Science

Salt Lake Community College   2000 — 2003
Associates

Nick Zerillo Nick Zerillo Green Bay, Wisconsin Details
Nick Zerillo's Sovereign Financial Group Experience February 2001 - Present
Job Financial Advisor
Industry Financial Services
Experience
Sovereign Financial Group   February 2001 - Present

Skills
Retirement Planning, Investments, Wealth Management, Strategic Financial..., Series 7, Mutual Funds, Portfolio Management, Retirement, Financial Analysis, Investment Advisory, Asset Allocation, Banking, Equities, Asset Management, Mortgage Lending, Insurance, Financial Advisory, Estate Planning, Securities, Credit, Strategic Planning, Customer Service, Marketing, Public Speaking, Financial Planning, Small Business, Team Building, Marketing Strategy, Leadership

Education
The American College   2014 — 2015
RICP

University of Wisconsin-Green Bay   1990 — 1994
Bachelor of Arts (BA), Communicatons & Public Relations

Aubrey Fraser Aubrey Fraser Calgary, Canada Area Details
Aubrey Fraser's Sovereign Financial Group Experience March 2004 - May 2007
Job Financial Security Advisor at HUB Financial Inc.
Industry Financial Services
Experience
HUB Financial Inc.  June 2007 - Present
Hub Financial  June 2004 - Present
Sovereign Financial Group   March 2004 - May 2007
WFG Canada   January 2000 - March 2004
Primerica  1998 - 2000

Skills
Investments, Retirement Planning, Strategic Financial..., Estate Planning, Fixed Annuities, Asset Managment, Wealth Management..., Mortgage Servicing, Segregated Funds, Retirement, Wealth, Small Business, Financial Planners, Disability Insurance, Asset Management, Residential Mortgages, Health Insurance, Mutual Funds, Wealth Management, Critical Illness, Life Insurance, Term Life Insurance, Alternative Investments, Financial Planning, Financial Services, Income Protection, Mortgage Lending, Personal Finance, Relationship Management, Retirement Savings

Education
Mount Royal University   1993 — 1996
Accounting, Business Admin

Mount Royal University   1993 — 1996
Accounting and Business/Management

Cade Evans Cade Evans Salt Lake City, Utah Details
Cade Evans's Sovereign Financial Group Experience September 2011 - April 2013
Job Professional Services Consultant at DM2 Software
Industry Financial Services
Experience
DM2 Software  May 2014 - Present
Northwestern Mutual  April 2013 - May 2014
Ameritas Investment Corp.  January 2012 - April 2013
Sovereign Financial Group   September 2011 - April 2013
DM2 Software, Inc.   April 2007 - August 2011
White Mountain Fuels   August 2004 - March 2007
Ford Motor Company  January 2003 - July 2004

Education
Brigham Young University   2000 — 2002
BS - Business, Finance & Financial Services

Gary Rohrbaugh Gary Rohrbaugh San Francisco Bay Area Details
Gary Rohrbaugh's Sovereign Financial Group Experience 2011 - 2013
Job Chief Executive Officer at PFSA
Industry Financial Services
Experience
PFSA   September 2014 - Present
Coda Octopus Colmek   2012 - 2014
Sovereign Financial Group   2011 - 2013
WARRIOR INTERNATIONAL – Salt Lake City, UT   2000 - 2010
CARDINAL DISTRIBUTION – Salt Lake City, UT   1999 - 2000
UNITED STATES ARMY – U.S. and Abroad   1990 - 1999

Skills
Executive Management, Sales Presentations, Career Counseling, Leadership Development, Team Leadership, Talent Management, Financial Analysis, Team Management, Operations Management, Organizational..., Organizational..., Team Building, Performance Management, Coaching, Change Management, Organizational..., Problem Solving, Business Development, Leadership Trainer, Recruiting, Cross Functional Team..., Process Improvement, Strategic Planning, Interviews, Customer Service, Management Development, Leadership, Entrepreneurship, Negotiation, Contract Negotiation, Project Management, Employee Training, Analysis, Management, Human Resources, Business Planning, Mergers & Acquisitions, Budgets, P&L Management, Sales Operations, Cross-functional Team..., Sales, Project Planning, Customer Satisfaction, Logistics, Start-ups, Marketing Strategy, Strategy, Time Management, Policy

Education
University of Utah - David Eccles School of Business   2011 — 2013
Master of Business Administration (MBA)

Brigham Young University
BA - Political Science with Minor in Spanish, Constitutional Law and Ethics in Government

Carmen Failla Carmen Failla Greater New York City Area Details
Carmen Failla's Sovereign Financial Group Experience November 2006 - Present
Job Fixed Income Specialist at Sovereign Financial Group
Industry Financial Services
Experience
Sovereign Financial Group   November 2006 - Present
TIAA-CREF  August 1996 - October 2006
Houlihan Lokey Howard and Zukin  June 1992 - December 1994

Education
Columbia University - Columbia Business School   1994 — 1996

Cornell University   1988 — 1992
BS, Business Management & Economics

Kamon Walker Kamon Walker Greater Salt Lake City Area Details
Kamon Walker's Sovereign Financial Group Experience February 2009 - November 2009
Job Creative Director at The Falls Event Center
Industry Marketing and Advertising
Experience
The Falls Event Center  October 2014 - Present
The Falls Event Center  March 2013 - October 2014
Dynatronics  June 2010 - March 2013
Sovereign Financial Group   February 2009 - November 2009
Brigham Young University  September 2007 - January 2009
Brigham Young University  2007 - 2007

Skills
Software Documentation, HTML 5, CSS3, JavaScript, jQuery, User Interface Design, Web Design, SEO, Copy Editing, Graphic Design, Web Analytics, Web Marketing, Testing, Technical Writing, Marketing, E-commerce, CSS, Social Media Marketing, HTML, Website Development, Illustrator, WordPress, Photoshop, Email Marketing, Online Marketing, SEM, Flash, PPC, Adobe Creative Suite, Social Networking

Education
Brigham Young University   2004 — 2008
B.A., English (Minors: Humanities Computing, Spanish)

Monterey High School   1998 — 2001

Charles Musick Charles Musick Salt Lake City, Utah Details
Charles Musick's Sovereign Financial Group Experience October 2005 - January 2009
Job Owner at Full Sail Financial of Utah
Industry Financial Services
Experience
Full Sail Financial of Utah   January 2012 - Present
Sovereign Financial Group   October 2005 - January 2009
1998Solutions Unlimited of California   January 1998 - October 2005

Skills
Adult Education, Highly Analytical, Results Oriented

Education
University of Utah   2010 — 2015
Certified Financial Planner

University of San Francisco   1996 — 1998
Human Resources / Organizational Behavior & Development