Spectrum Financial, Inc.
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Spectrum Financial, Inc. Employees
Employee
Years
Job
Industry
Gina Hancock Gina Hancock's Spectrum Financial, Inc. Experience December 2009 - January 2010
Job Summer Associate at Vinson & Elkins
Industry Law Practice
Experience
Vinson & Elkins May 2014 - Present
U.S. Securities and Exchange Commission January 2014 - April 2014
U.S. Securities and Exchange Commission May 2013 - August 2013
Hertz May 2012 - August 2012
Oklahoma State University August 2011 - May 2012
ONEOK May 2011 - August 2011
Walmart May 2010 - August 2010
Spectrum Financial, Inc. December 2009 - January 2010
Skills
Microsoft Office, PowerPoint, Microsoft Word, Accounting, Economics, Microsoft Excel, Financial Analysis, Data Analysis, Finance, Internal Audit, Customer Service, Auditing
Education
Georgetown University Law Center 2012 — 2015
Doctor of Law (J.D.)
Oklahoma State University 2008 — 2012
BS, Accounting
Vinson & Elkins May 2014 - Present
U.S. Securities and Exchange Commission January 2014 - April 2014
U.S. Securities and Exchange Commission May 2013 - August 2013
Hertz May 2012 - August 2012
Oklahoma State University August 2011 - May 2012
ONEOK May 2011 - August 2011
Walmart May 2010 - August 2010
Spectrum Financial, Inc. December 2009 - January 2010
Skills
Microsoft Office, PowerPoint, Microsoft Word, Accounting, Economics, Microsoft Excel, Financial Analysis, Data Analysis, Finance, Internal Audit, Customer Service, Auditing
Education
Georgetown University Law Center 2012 — 2015
Doctor of Law (J.D.)
Oklahoma State University 2008 — 2012
BS, Accounting
Joshua Bentley, CPA Joshua Bentley, CPA's Spectrum Financial, Inc. Experience June 2004 - June 2012
Job Financial Controller at Agio, LLC
Industry Information Technology and Services
Experience
Bentley Financial Services January 2014 - Present
Agio, LLC June 2012 - Present
Spectrum Financial, Inc. June 2004 - June 2012
Skills
Corporate Finance, Personal Income Tax..., Corporate Tax, Accounting, Accounts Payable, Accounts Receivable, Financial Accounting, Sales Tax, Payroll Services, QuickBooks, Microsoft Excel, Salesforce.com, Auditing, Financial Statements
Education
University of Central Oklahoma 2009 — 2011
Master of Business Administration (M.B.A.), Accounting
University pf Central Oklahoma 2000 — 2005
Bachelor of Science (BS), Accounting
Bentley Financial Services January 2014 - Present
Agio, LLC June 2012 - Present
Spectrum Financial, Inc. June 2004 - June 2012
Skills
Corporate Finance, Personal Income Tax..., Corporate Tax, Accounting, Accounts Payable, Accounts Receivable, Financial Accounting, Sales Tax, Payroll Services, QuickBooks, Microsoft Excel, Salesforce.com, Auditing, Financial Statements
Education
University of Central Oklahoma 2009 — 2011
Master of Business Administration (M.B.A.), Accounting
University pf Central Oklahoma 2000 — 2005
Bachelor of Science (BS), Accounting
Kayla Fussell Kayla Fussell's Spectrum Financial, Inc. Experience May 2011 - Present
Job Special Event Coordinator and Marketing Campaign Assistant at Chesapeake Youth Foundation
Industry Mental Health Care
Experience
Chesapeake Youth Foundation August 2013 - Present
Chesapeake Court Appointed Special Advocates (CASA) July 2013 - Present
Spectrum Financial, Inc. May 2011 - Present
Skills
Human Services, Client Relationship..., Psychology, Public Speaking, Marketing, Patient Counseling, Inventive, Functional Behavior..., Nonprofit Fundraising, Organizational...
Education
Old Dominion University 2011 — 2013
Virginia Polytechnic Institute and State University 2009 — 2011
Chesapeake Youth Foundation August 2013 - Present
Chesapeake Court Appointed Special Advocates (CASA) July 2013 - Present
Spectrum Financial, Inc. May 2011 - Present
Skills
Human Services, Client Relationship..., Psychology, Public Speaking, Marketing, Patient Counseling, Inventive, Functional Behavior..., Nonprofit Fundraising, Organizational...
Education
Old Dominion University 2011 — 2013
Virginia Polytechnic Institute and State University 2009 — 2011
Cristin McGinnis Cristin McGinnis's Spectrum Financial, Inc. Experience March 2012 - May 2014
Job Investment Analyst
Industry Financial Services
Experience
Spectrum Financial, Inc. March 2012 - May 2014
Virginia Global Asset Management 2010 - 2011
Skills
Financial Analysis, Equity Valuation, Investment Strategies, Asset Management, Market Analysis, Industry Analysis, Economic Research, Financial Markets, Corporate Finance, Risk Management, Financial Management, Financial Modeling, Variance Analysis, Client Development, Customer Relations, Report Writing, Copywriting, Marketing Strategy, Microsoft Office, Excel, PowerPoint, Word, HTML, Wordpress, Photoshop, Graphic Design, Photography, Investments, Finance, Microsoft Excel
Education
Old Dominion University - College of Business and Public Administration 2007 — 2011
BSBA, Finance
Art Institute of Fort Lauderdale 1999 — 2001
AA, Graphic Design
Spectrum Financial, Inc. March 2012 - May 2014
Virginia Global Asset Management 2010 - 2011
Skills
Financial Analysis, Equity Valuation, Investment Strategies, Asset Management, Market Analysis, Industry Analysis, Economic Research, Financial Markets, Corporate Finance, Risk Management, Financial Management, Financial Modeling, Variance Analysis, Client Development, Customer Relations, Report Writing, Copywriting, Marketing Strategy, Microsoft Office, Excel, PowerPoint, Word, HTML, Wordpress, Photoshop, Graphic Design, Photography, Investments, Finance, Microsoft Excel
Education
Old Dominion University - College of Business and Public Administration 2007 — 2011
BSBA, Finance
Art Institute of Fort Lauderdale 1999 — 2001
AA, Graphic Design
Thomas McNally, CMT, CFA Thomas McNally, CMT, CFA's Spectrum Financial, Inc. Experience January 1999 - January 2005
Job Portfolio Manager at Wilbanks, Smith & Thomas
Industry Financial Services
Experience
Wilbanks, Smith & Thomas January 2005 - Present
Spectrum Financial, Inc. January 1999 - January 2005
Skills
Investment Strategies, Asset Allocation, Alternative Investments, Hedge Funds, Investment Advisory, Fixed Income, Mutual Funds, Global Macro, Portfolio Management, Bloomberg, Wealth Management, Series 7, Securities, ETFs, Investment Management, Options, Chartered Market..., Chartered Financial..., Asset Management, Quantitative Analysis, Trading, Investments, Financial Modeling, Bonds, Fund Of Funds, Macroeconomics, Financial Analysis, Risk Management, Economics, Equities, Tactical Asset..., Derivatives
Education
James Madison University - College of Business 1994 — 1998
Finance / Economics
Wilbanks, Smith & Thomas January 2005 - Present
Spectrum Financial, Inc. January 1999 - January 2005
Skills
Investment Strategies, Asset Allocation, Alternative Investments, Hedge Funds, Investment Advisory, Fixed Income, Mutual Funds, Global Macro, Portfolio Management, Bloomberg, Wealth Management, Series 7, Securities, ETFs, Investment Management, Options, Chartered Market..., Chartered Financial..., Asset Management, Quantitative Analysis, Trading, Investments, Financial Modeling, Bonds, Fund Of Funds, Macroeconomics, Financial Analysis, Risk Management, Economics, Equities, Tactical Asset..., Derivatives
Education
James Madison University - College of Business 1994 — 1998
Finance / Economics
Katie Hoffner's Spectrum Financial, Inc. Experience September 2007 - June 2013
Job Project Management Administrator at DCE Solar
Industry Renewables & Environment
Experience
DCE Solar December 2013 - Present
Spectrum Financial, Inc. September 2007 - June 2013
Rowan-Cabarrus Community College June 2006 - June 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Customer Service, Purchasing, Processes Development, Accounts Receivables, Management, Customer Service
Education
Capella University 2015 — 2017
Bachelor of Science (B.S.), Project Management
Rowan-Cabarrus Community College 2005 — 2009
Associate of Arts (A.A.), Office Systems Management
DCE Solar December 2013 - Present
Spectrum Financial, Inc. September 2007 - June 2013
Rowan-Cabarrus Community College June 2006 - June 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Customer Service, Purchasing, Processes Development, Accounts Receivables, Management, Customer Service
Education
Capella University 2015 — 2017
Bachelor of Science (B.S.), Project Management
Rowan-Cabarrus Community College 2005 — 2009
Associate of Arts (A.A.), Office Systems Management
Jess Nopper's Spectrum Financial, Inc. Experience May 2010 - August 2010
Job Public Sector Sun/Oracle Hardware Sales Rep. at Mythics Inc.
Industry Information Technology and Services
Experience
Mythics Inc. February 2013 - Present
Nordstrom May 2012 - January 2013
Apricot Lane Boutique January 2012 - May 2012
Oscar Smith High School June 2011 - December 2011
Spectrum Financial, Inc. May 2010 - August 2010
Skills
Sports Coaching, Customer Service, Retail, Visual Merchandising, Sales&Marketing, Sales, Administraion, Stylist, Apparel, Time Management, Social Networking, Fashion, Sales Management, Account Management, Long-term Customer..., Training, Oracle, Microsoft Office, Solution Selling, Sales Process, Business Intelligence, Enterprise Software, Cloud Computing, Leadership
Education
Old Dominion University 2009 — 2012
Bachelor's degree, Business Administration and Management, General
Mythics Inc. February 2013 - Present
Nordstrom May 2012 - January 2013
Apricot Lane Boutique January 2012 - May 2012
Oscar Smith High School June 2011 - December 2011
Spectrum Financial, Inc. May 2010 - August 2010
Skills
Sports Coaching, Customer Service, Retail, Visual Merchandising, Sales&Marketing, Sales, Administraion, Stylist, Apparel, Time Management, Social Networking, Fashion, Sales Management, Account Management, Long-term Customer..., Training, Oracle, Microsoft Office, Solution Selling, Sales Process, Business Intelligence, Enterprise Software, Cloud Computing, Leadership
Education
Old Dominion University 2009 — 2012
Bachelor's degree, Business Administration and Management, General
Elgin Green's Spectrum Financial, Inc. Experience December 1997 - Present
Job IT Mgr at Spectrum Financial, Inc.
Industry Information Technology and Services
Experience
Spectrum Financial, Inc. December 1997 - Present
Education
Tidewater Community College 1996 — 1997
A.S., Electronics Technology
Taylor University 1968 — 1971
BA, Physics
Spectrum Financial, Inc. December 1997 - Present
Education
Tidewater Community College 1996 — 1997
A.S., Electronics Technology
Taylor University 1968 — 1971
BA, Physics
Ronald Wright, CFA's Spectrum Financial, Inc. Experience 1994 - 1997
Job President, Advantage Investing, Inc.
Industry Investment Management
Experience
Advantage Investing, Inc. March 1997 - Present
Spectrum Financial, Inc. 1994 - 1997
Merrill Lynch Asset Management 1993 - 1994
Skills
Investments, Asset Management, Portfolio Management, Equities, Financial Analysis, Financial Modeling, Hedge Funds, Fixed Income, Microsoft Excel, Valuation, Microsoft Office, Alternative Investments, Private Equity, Business Strategy, Risk Management, Mutual Funds, Strategic Planning, Bloomberg, Wealth Management, Derivatives, Finance
Education
Cedarville University 1990 — 1993
Bachelor of Arts (B.A.), Accounting and Finance (double major)
Advantage Investing, Inc. March 1997 - Present
Spectrum Financial, Inc. 1994 - 1997
Merrill Lynch Asset Management 1993 - 1994
Skills
Investments, Asset Management, Portfolio Management, Equities, Financial Analysis, Financial Modeling, Hedge Funds, Fixed Income, Microsoft Excel, Valuation, Microsoft Office, Alternative Investments, Private Equity, Business Strategy, Risk Management, Mutual Funds, Strategic Planning, Bloomberg, Wealth Management, Derivatives, Finance
Education
Cedarville University 1990 — 1993
Bachelor of Arts (B.A.), Accounting and Finance (double major)
Alisa Edwards Frenck's Spectrum Financial, Inc. Experience 1996 - 2010
Job Investment
Industry Financial Services
Experience
Davenport & Company LLC June 2015 - Present
Spectrum Financial, Inc. 1996 - 2010
Skills
Mutual Funds, Financial Risk, Investment Advisory, Wealth Management, Investments, Portfolio Management, Valuation, Microsoft Excel, Asset Allocation, Equities, Financial Modeling, Financial Reporting
Education
James Madison University 1992 — 1996
Bachelor of Arts (B.A.), Communication and Business
Cape Henry Collegiate
First colonial
Davenport & Company LLC June 2015 - Present
Spectrum Financial, Inc. 1996 - 2010
Skills
Mutual Funds, Financial Risk, Investment Advisory, Wealth Management, Investments, Portfolio Management, Valuation, Microsoft Excel, Asset Allocation, Equities, Financial Modeling, Financial Reporting
Education
James Madison University 1992 — 1996
Bachelor of Arts (B.A.), Communication and Business
Cape Henry Collegiate
First colonial
Dorothy Guidry's Spectrum Financial, Inc. Experience May 2003 - March 2008
Job Quality Director at Capstone Nutrition
Industry Food Production
Experience
Integrity Nutraceuticals September 2011 - Present
Capstone Nutrition September 2011 - Present
Spectrum Financial, Inc. May 2003 - March 2008
Wilson Trucking December 1994 - June 2005
Skills
Microsoft Office, Customer Service, Strategic Planning, Business Analysis, Microsoft Excel, Business Strategy, Account Management, Social Media, Research, PowerPoint, Team Building, Quality Assurance, Inventory Management, Microsoft Word, Management, Process Improvement, Manufacturing
Education
Christopher Newport University 1999 — 2003
Bachelor of Science (B.S.), Government Administration (concentration Criminal Justice)
Liberty University
Master of Business Administration (M.B.A.)
Liberty University
Master of Arts (M.A.), Marriage and Family Therapy/Counseling
Integrity Nutraceuticals September 2011 - Present
Capstone Nutrition September 2011 - Present
Spectrum Financial, Inc. May 2003 - March 2008
Wilson Trucking December 1994 - June 2005
Skills
Microsoft Office, Customer Service, Strategic Planning, Business Analysis, Microsoft Excel, Business Strategy, Account Management, Social Media, Research, PowerPoint, Team Building, Quality Assurance, Inventory Management, Microsoft Word, Management, Process Improvement, Manufacturing
Education
Christopher Newport University 1999 — 2003
Bachelor of Science (B.S.), Government Administration (concentration Criminal Justice)
Liberty University
Master of Business Administration (M.B.A.)
Liberty University
Master of Arts (M.A.), Marriage and Family Therapy/Counseling
Kimberly Parris's Spectrum Financial, Inc. Experience July 2012 - August 2014
Job Planner Assistant
Industry Financial Services
Experience
Lincoln Financial Advisors November 2014 - Present
Spectrum Financial, Inc. July 2012 - August 2014
American General Life and Accident August 2011 - August 2012
Met Life Insurance September 2005 - 2010
World Office Systems, Inc. August 2000 - January 2005
Skills
Microsoft Excel, Customer Service, Wealth Management, Administrative..., Risk Management, Spreadsheets, Microsoft Office
Education
Tidewater Community College 1985 — 1990
Accounting and Business/Management
Lincoln Financial Advisors November 2014 - Present
Spectrum Financial, Inc. July 2012 - August 2014
American General Life and Accident August 2011 - August 2012
Met Life Insurance September 2005 - 2010
World Office Systems, Inc. August 2000 - January 2005
Skills
Microsoft Excel, Customer Service, Wealth Management, Administrative..., Risk Management, Spreadsheets, Microsoft Office
Education
Tidewater Community College 1985 — 1990
Accounting and Business/Management