Sterling Investment

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Sterling Investment Employees

Employee
Years
Job
Industry
Ernest Saco Ernest Saco Phoenix, Arizona Area Details
Ernest Saco's Sterling Investment Experience August 2010 - January 2014
Job Small Business Growth Expert at Infusionsoft
Industry Computer Software
Experience
Infusionsoft  August 2014 - Present
American Express OPEN  May 2012 - August 2014
Sterling Investment   August 2010 - January 2014

Skills
Strategic Financial..., Investment Strategies, Wealth Management, Finance, Retirement, Small Business, Consulting, Strategic Planning, Marketing, Strategy, Marketing Strategy, Business Analysis, Entrepreneurship, Business Development, Social Networking, Leadership, Management, CRM, Small Business Marketing, Small Business Online..., Lead Generation

Education
Arizona State University, W. P. Carey School of Business   2007 — 2012
Bachelor's Degree, Real Estate

Tony Ebersole Tony Ebersole Mesa, Arizona Details
Tony Ebersole's Sterling Investment Experience October 2010 - Present
Job Investment Advisor Representative and Senior Agent at Sterling Investment
Industry Financial Services
Experience
Sterling Investment Advisors, Ltd.   February 2014 - Present
Sterling Investment   October 2010 - Present

Skills
Fixed Annuities, Retirement Planning, inflation-indexed bond, Retirement, Estate Planning, Term Life Insurance, Investments, Life Insurance, Finance, Insurance, Strategic Financial..., Wealth Management, Financial Advisory, Mutual Funds, Financial Planners, Investment Strategies, Financial Analysis, Sales, Universal Life, Inflation-indexed bond, Series 65, Mortgage Lending, Asset Management

Education
The Defiance College   2003 — 2005
Bachelor's degree, Mathematics

University of Findlay   2001 — 2003

Benjamin Cook Benjamin Cook Phoenix, Arizona Area Details
Benjamin Cook's Sterling Investment Experience October 2009 - June 2015
Job Valassis client program coordinator
Industry Marketing and Advertising
Experience
Valassis  June 2015 - Present
Miller Motte College Online  January 2012 - Present
Sterling Investment   October 2009 - June 2015
Digital Artistic Printing   August 2006 - December 2009
OEM Group   December 2005 - January 2009

Skills
Financial Planning, Marketing Strategy, Graphic Design, Illustrator, Strategic Financial..., Strategic Planning, Analysis, Retirement Planning, Stock Market Analysis, Financial Analysis, Management, Marketing, Photoshop, Risk Management, Social Networking, Manufacturing, Investments, Mutual Funds, Contract Negotiation, Social Media Marketing, Product Development, Finance, Coaching, Business Analysis, Start-ups, Project Management, Training, Asset Managment, Customer Service, Process Improvement, Software Documentation, Cross-functional Team..., Sales, Time Management, Negotiation, SAP, Insurance, Portfolio Management, Asset Management, Selling, Life Insurance, Financial Advisory, Entrepreneurship, Team Building, Leadership, Small Business, Public Speaking, Sales Management

Education
Arizona State University   2001 — 2005
Bachelor's Degree, Graphic Information Technology

Chandler Gilbert Community College   1998 — 2000
Design and Applied Arts

Joseph Leal Joseph Leal Phoenix, Arizona Area Details
Joseph Leal's Sterling Investment Experience October 2007 - Present
Job Vice Chairman, Sterling Investment
Industry Financial Services
Experience
Sterling Investment   October 2007 - Present
University of Phoenix  May 2005 - December 2007

Skills
Strategic Financial..., Retirement, Investments, Life Insurance, Fixed Annuities, Retirement Planning, Investment Strategies, Mutual Funds, Financial Planners, Term Life Insurance, Estate Planning, Wealth Management, Insurance, Financial Analysis, Asset Managment, Personal Finance, Customer Retention, Mortgage Lending, Credit, Asset Management, Small Business, Entrepreneurship, Investment Advisory, Risk Management, Financial Services, Finance, Securities, Loans, Financial Advisory, Wealth Accumulation, Asset Allocation, Due Diligence, Managing Accounts, Portfolio Management, Analysis, Coaching, Financial Modeling, Credit Analysis, 401k

Education
University of Phoenix   2005 — 2008
Finance and Financial Management Services

Scottsdale Community College   2003 — 2005
Business Admin

Christopher Coombs Christopher Coombs Mesa, Arizona Details
Christopher Coombs's Sterling Investment Experience January 2014 - October 2014
Job Accountant at Alliance Residential Company
Industry Financial Services
Experience
Alliance Residential Company  April 2015 - Present
Underwood Bros., Inc. dba/ AAA Landscape   August 2014 - April 2015
Sterling Investment   January 2014 - October 2014

Skills
Internal Financial..., Investments, Team Leadership, Project Management, Pivot Tables, Microsoft Excel, PowerPoint, Wealth Management, Retirement Planning, Mutual Funds, Quarterly Reporting, Cash Flow Management, Accounts Payable, Accounts Receivable, Securities, Certified Payroll, Time Management, Personal Budgeting, Strategic Financial..., Indexed Annuities, Motivation, Payroll Processing, Tactical Asset...

Education
Arizona State University - W. P. Carey School of Business   2007 — 2011
Bachelor of Science (B.S.), Finance, General, Honors Cum Laude

Arizona State University - W. P. Carey School of Business   2007 — 2011
International Business Certificate, Business Administration and Management, General, Honors Cum Laude

Desert Vista

Ronald Carroll Ronald Carroll Phoenix, Arizona Area Details
Ronald Carroll's Sterling Investment Experience September 2012 - November 2014
Job Helping businesses with their HR and benefits needs!
Industry Hospital & Health Care
Experience
Zenefits  March 2015 - Present
Apollo Education Group  October 2007 - January 2015
Sterling Investment   September 2012 - November 2014

Skills
Investments, Finance, Retirement Planning, Financial Analysis, Student Financial Aid, Retirement, Financial Services, Customer Service, Strategic Financial..., Investment Advisory, Insurance, Fixed Annuities, Financial Advisory, Asset Management, Securities, Personal Finance, IRAs, Roth IRA, Indexed Annuities, Index Options, Term Life Insurance, Land Banking, 401k, 401k Rollovers, Long Term Care Insurance, Management, Team Management, Team Leadership, Leadership, Customer Relations, Long-term Customer..., Team Building, Financial Planning

Education
University of Phoenix   2008 — 2012
Bachelor of Science (BS), Health/Health Care Administration/Management, 3.65 GPA out of 4.0 GPA

FINRA
Series 65, Registered

Luke Vennard Luke Vennard Phoenix, Arizona Area Details
Luke Vennard's Sterling Investment Experience December 2008 - Present
Job _
Industry Financial Services
Experience
Sterling Investment   December 2008 - Present
Sterling Investment   December 2008 - Present
Aegon  March 2003 - November 2008
Grand Canyon University  2006 - 2006

Skills
Retirement Planning, Wealth Management, Fixed Annuities, Investments, Retirement, Strategic Financial..., Insurance, Estate Planning, IRAs, Financial Planning, Financial Planners, Financial Advisory, Investment Strategies, Leadership, Series 65, 401k, Series 7, Mutual Funds, Term Life Insurance, Credit, Wealth, Portfolio Management, Mortgage Lending, Managing Accounts, Finance, Managed Accounts, IRA's, Annuities, Reporting & Analysis, Roth IRA, Pensions, Insurance Planning, Wealth Accumulation, SEP, Rollovers, 529 Plans, Universal Life, Health Insurance, Wealth Transfer, Annuity, 401k Rollovers, Whole Life, College Savings Plans, Retirement Income..., Stocks, Financial Advice, IRA Rollovers, Risk Management

Education
Grand Canyon University   2003 — 2006
Global Economics

Ken Blanchard College of Business   2003 — 2006
Business-Finance

Phoenix School of Insurance

Red Mountain

Royce Mason Royce Mason Greater Boston Area Details
Royce Mason's Sterling Investment Experience 2007 - 2008
Job Director, IT Business Partnership at Avery Dennison
Industry Consumer Goods
Experience
Avery Dennison  2013 - Present
The Motley Fool  2007 - Present
Raytheon  2010 - 2013
Rain Bird  2008 - 2010
Sterling Investment   2007 - 2008
IBM  2003 - 2007
IBM  2000 - 2003
IBM  1995 - 2000

Skills
Cross-functional Team..., Product Management, Process Improvement, Project Management, Program Management, Leadership, Strategy, Management, Business Analysis, Product Development, Business Development, Business Process..., Strategic Leadership, Financial Analysis, Business Strategy, Enterprise Software, CRM, Integration, Certified Project..., Outsourcing, Analysis, Vendor Management, Competitive Analysis, Sales, Marketing Strategy, Strategic Planning, IT Strategy, Cloud Computing

Education
University of Alaska Anchorage
BS, Mathematics

University of Arizona
Masters, Business Administration

Lance B. Vennard Lance B. Vennard Phoenix, Arizona Area Details
Lance B. Vennard's Sterling Investment Experience October 2010 - Present
Job CEO at Sterling Investment Advisor, Inc.
Industry Financial Services
Experience
Sterling Investment   October 2010 - Present
Sterling Investment Advisor, Inc.   October 2010 - Present
Sterling Investment Advisor, Inc   October 2010 - Present
World Financial Group / Investment Advisors International   August 1995 - October 2010

Skills
Retirement Planning, Investment Strategies, Fixed Annuities, Strategic Financial..., Investments, Retirement, Mutual Funds, IRAs, Asset Management, Wealth Management, Personal Finance, Mortgage Lending, Financial Analysis, Life Insurance, Estate Planning, Financial Advisory, Financial Planners, Insurance, Term Life Insurance, 401k, Securities, Investment Advisory, Alternative Investments, Asset Allocation, Long-term Care, Wealth, Series 7, Financial Services, Financial Planning, Disability Insurance

Education
Drake University   1975 — 1980
BA, Biology

Drake University   1975 — 1980
Bachelor of Arts (B.A.), Biology and Chemistry