Strategic Financial Group
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Strategic Financial Group Employees
Employee
Years
Job
Industry
Matthew Rue Matthew Rue's Strategic Financial Group Experience July 2014 - December 2014
Job Purdue University alumnus
Industry Accounting
Experience
Strategic Financial Group July 2014 - December 2014
Skills
Multilingual, Accounting, Teamwork, English, Time Management, Spanish, Foreign Languages, Analytical Skills, Economics, Business, Critical Thinking, Translation, Team-oriented, Administration, Market Research, Editing
Education
Purdue University 2011 — 2014
Bachelor's Degree, Accounting and Management
Strategic Financial Group July 2014 - December 2014
Skills
Multilingual, Accounting, Teamwork, English, Time Management, Spanish, Foreign Languages, Analytical Skills, Economics, Business, Critical Thinking, Translation, Team-oriented, Administration, Market Research, Editing
Education
Purdue University 2011 — 2014
Bachelor's Degree, Accounting and Management
Denise Reed Denise Reed's Strategic Financial Group Experience October 2007 - Present
Job Senior Partner at Strategic Financial Group, LLC
Industry Financial Services
Experience
Strategic Financial Group, LLC November 2007 - Present
Strategic Financial Group October 2007 - Present
MetLife Resources 2006 - 2007
St. Louis Children's Hospital 2003 - 2007
Barnes-Jewish Hospital 1996 - 2007
St. Louis Children's Hospital 1996 - 2007
citistreet 2000 - 2006
AAL 1994 - 1996
AAL 1994 - 1996
Education
University of Missouri-Columbia 1991 — 1994
Master, Public Administration
Southeast Missouri State University 1978 — 1982
Bachelor of Science, Social Work and Criminal Justice
Strategic Financial Group, LLC November 2007 - Present
Strategic Financial Group October 2007 - Present
MetLife Resources 2006 - 2007
St. Louis Children's Hospital 2003 - 2007
Barnes-Jewish Hospital 1996 - 2007
St. Louis Children's Hospital 1996 - 2007
citistreet 2000 - 2006
AAL 1994 - 1996
AAL 1994 - 1996
Education
University of Missouri-Columbia 1991 — 1994
Master, Public Administration
Southeast Missouri State University 1978 — 1982
Bachelor of Science, Social Work and Criminal Justice
Shelley Nadel, LUTCF, ADPA(R)'s Strategic Financial Group Experience 2007 - November 2010
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2010 - Present
Strategic Financial Group 2007 - November 2010
UH Bauer College of Business March 2007 - July 2007
Hermann Park Conservancy March 2005 - January 2007
Skills
Financial Services, Advisory Products, Investment Planning, Mutual Funds, Retirement Income..., Estate Investment..., 401k Rollovers, Annuities, Securities, Risk Management, Insurance, Disability Insurance, Long-term Care, Public Speaking, Customer Service
Education
College for Financial Planning 2013 — 2013
ACCREDITED DOMESTIC PARTNERSHIP ADVISOR (SM), or ADPA (R) designation
The University of Texas at Austin - The LBJ School of Public Affairs 1985 — 1987
Masters of Public Affairs, Government Relations, Public Policy and Administration
Dartmouth College 1981 — 1985
B.A., Cum Laude, Religion and Government
St. John's Preparatory School 1970 — 1981
high school diploma, general
Wells Fargo Advisors, LLC November 2010 - Present
Strategic Financial Group 2007 - November 2010
UH Bauer College of Business March 2007 - July 2007
Hermann Park Conservancy March 2005 - January 2007
Skills
Financial Services, Advisory Products, Investment Planning, Mutual Funds, Retirement Income..., Estate Investment..., 401k Rollovers, Annuities, Securities, Risk Management, Insurance, Disability Insurance, Long-term Care, Public Speaking, Customer Service
Education
College for Financial Planning 2013 — 2013
ACCREDITED DOMESTIC PARTNERSHIP ADVISOR (SM), or ADPA (R) designation
The University of Texas at Austin - The LBJ School of Public Affairs 1985 — 1987
Masters of Public Affairs, Government Relations, Public Policy and Administration
Dartmouth College 1981 — 1985
B.A., Cum Laude, Religion and Government
St. John's Preparatory School 1970 — 1981
high school diploma, general
Heather Schwarzbach Guzman Heather Schwarzbach Guzman's Strategic Financial Group Experience January 2009 - June 2010
Job Account Manager at Hilti USA
Industry Mining & Metals
Experience
Hilti USA November 2014 - Present
Martha Turner Sotheby's International Realty January 2012 - November 2014
National Specialty Alloys February 2014 - October 2014
alliantgroup June 2013 - January 2014
The Montrose Veterinary Clinic April 2011 - March 2013
Natural Skin Creations May 2006 - March 2011
Strategic Financial Group, Mass Mutual March 2009 - October 2010
Strategic Financial Group January 2009 - June 2010
Program for Excellence in Selling 2008 - 2010
Natural Skin Creations Day Spa January 2007 - March 2009
Skills
Able To Multi-task, Self Starter, Team Leadership, Microsoft Office, Accounting, Scheduling, Payroll, Compliance, Human Resources, Leadership, Recruiting, Employee Benefits, Budgets, Analysis, Marketing, Process Scheduler, Management, Sales, Account Management, Customer Service, Project Management, Sales Management
Education
University of Houston Bauer College of Business 2007 — 2010
Bachelors, Finance, Minor Sales
University of Houston, C.T. Bauer College of Business 2004 — 2010
BBA, Finance, Minor Sales
Wharton County JR. College 2003 — 2007
Hilti USA November 2014 - Present
Martha Turner Sotheby's International Realty January 2012 - November 2014
National Specialty Alloys February 2014 - October 2014
alliantgroup June 2013 - January 2014
The Montrose Veterinary Clinic April 2011 - March 2013
Natural Skin Creations May 2006 - March 2011
Strategic Financial Group, Mass Mutual March 2009 - October 2010
Strategic Financial Group January 2009 - June 2010
Program for Excellence in Selling 2008 - 2010
Natural Skin Creations Day Spa January 2007 - March 2009
Skills
Able To Multi-task, Self Starter, Team Leadership, Microsoft Office, Accounting, Scheduling, Payroll, Compliance, Human Resources, Leadership, Recruiting, Employee Benefits, Budgets, Analysis, Marketing, Process Scheduler, Management, Sales, Account Management, Customer Service, Project Management, Sales Management
Education
University of Houston Bauer College of Business 2007 — 2010
Bachelors, Finance, Minor Sales
University of Houston, C.T. Bauer College of Business 2004 — 2010
BBA, Finance, Minor Sales
Wharton County JR. College 2003 — 2007
Ed Gines Ed Gines's Strategic Financial Group Experience August 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
Strategic Financial Group August 2011 - Present
Mass Mutual Financial Group May 2008 - August 2011
Strategic Funding Group, Inc. June 2003 - May 2008
Skills
Estate Planning, Strategic Financial..., Investments
Education
California State University-East Bay 1994 — 1999
MBA, Finance
University of California, Berkeley 1983 — 1988
BA
Strategic Financial Group August 2011 - Present
Mass Mutual Financial Group May 2008 - August 2011
Strategic Funding Group, Inc. June 2003 - May 2008
Skills
Estate Planning, Strategic Financial..., Investments
Education
California State University-East Bay 1994 — 1999
MBA, Finance
University of California, Berkeley 1983 — 1988
BA
Kevan Moscoso Kevan Moscoso's Strategic Financial Group Experience September 2011 - June 2012
Job New Business Coordinator
Industry Financial Services
Experience
Capstone Partners Financial and Insurance Services January 2014 - Present
Capstone Partners Financial and Insurance Services July 2012 - January 2014
Strategic Financial Group September 2011 - June 2012
Skills
Insurance, Finance, Microsoft Office, Customer Service, Strategic Financial..., Social Media, Microsoft Excel, Accounting, Social Networking, Business Development, PowerPoint, Microsoft Word, Marketing Strategy, E-commerce, Planning Budgeting &..., Nonprofits, Education, Training, Employee Training, Web Design, Web Development, User Interface Design
Education
California State University-Northridge 2004 — 2011
Bachelor of the Arts Humanities, Asian American Studies
Capstone Partners Financial and Insurance Services January 2014 - Present
Capstone Partners Financial and Insurance Services July 2012 - January 2014
Strategic Financial Group September 2011 - June 2012
Skills
Insurance, Finance, Microsoft Office, Customer Service, Strategic Financial..., Social Media, Microsoft Excel, Accounting, Social Networking, Business Development, PowerPoint, Microsoft Word, Marketing Strategy, E-commerce, Planning Budgeting &..., Nonprofits, Education, Training, Employee Training, Web Design, Web Development, User Interface Design
Education
California State University-Northridge 2004 — 2011
Bachelor of the Arts Humanities, Asian American Studies
Tammy Marquardt Tammy Marquardt's Strategic Financial Group Experience 2007 - 2008
Job Residential RE Specialist at eMerge Real Estate
Industry Real Estate
Experience
e-Merge Real Estate April 2012 - Present
Real Living HER April 2011 - April 2012
HER Real Living May 2005 - April 2012
Real Living HER June 2004 - April 2012
Strategic Financial Group 2007 - 2008
HER Real Living September 2003 - June 2004
JobBoards.com January 2001 - August 2003
Skills
Short Sales, Corporate Relocation, Foreclosures, Sellers, First Time Home Buyers, Move Up Buyers, Customer Service, SEO, Selling, Residential Homes, Real Estate, Listings, Real Estate Transactions, New Home Sales, Buyer Representation, New Homes, Condos, Negotiation, Buyers, Property, Single Family Homes, HUD, Real Property, Referrals, Investors, Luxury, Investment Properties, Relocation, Resellers, Listing Homes, Seller Representation, Home Staging, Relocation Buyers, Vacation Homes, SFR, Rentals, Seniors, Property Management, e-PRO, FHA, Real Estate License, Townhomes, National Association of..., ABR, First Time Home Sellers, REO, Agents, Buyer's Agent, Real Estate Economics
Education
Kent State University 1989 — 1993
BS, Fashion Merchandising & Design
Hawken School 1983 — 1989
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
e-Merge Real Estate April 2012 - Present
Real Living HER April 2011 - April 2012
HER Real Living May 2005 - April 2012
Real Living HER June 2004 - April 2012
Strategic Financial Group 2007 - 2008
HER Real Living September 2003 - June 2004
JobBoards.com January 2001 - August 2003
Skills
Short Sales, Corporate Relocation, Foreclosures, Sellers, First Time Home Buyers, Move Up Buyers, Customer Service, SEO, Selling, Residential Homes, Real Estate, Listings, Real Estate Transactions, New Home Sales, Buyer Representation, New Homes, Condos, Negotiation, Buyers, Property, Single Family Homes, HUD, Real Property, Referrals, Investors, Luxury, Investment Properties, Relocation, Resellers, Listing Homes, Seller Representation, Home Staging, Relocation Buyers, Vacation Homes, SFR, Rentals, Seniors, Property Management, e-PRO, FHA, Real Estate License, Townhomes, National Association of..., ABR, First Time Home Sellers, REO, Agents, Buyer's Agent, Real Estate Economics
Education
Kent State University 1989 — 1993
BS, Fashion Merchandising & Design
Hawken School 1983 — 1989
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Jenniqua Reed Jenniqua Reed's Strategic Financial Group Experience July 2011 - Present
Job Executive Recruiter for Unit Sales Manager at Strategic Financial Group/ Mass Mutual
Industry Financial Services
Experience
Strategic Financial Group July 2011 - Present
Realty Kings Properties February 2011 - Present
Realty Kings Properties February 2011 - Present
Education
Champions School of Real Estate 2010 — 2010
Real Estate
Prairie View A&M University 1998 — 2002
Education
Strategic Financial Group July 2011 - Present
Realty Kings Properties February 2011 - Present
Realty Kings Properties February 2011 - Present
Education
Champions School of Real Estate 2010 — 2010
Real Estate
Prairie View A&M University 1998 — 2002
Education
Noeli Sanchez Noeli Sanchez's Strategic Financial Group Experience July 2015 - Present
Job Office Manager at Strategic Financial Planning Group
Industry Nonprofit Organization Management
Experience
Strategic Financial Group July 2015 - Present
Victoria's Secret May 2011 - Present
Lifespan January 2015 - July 2015
Office Team October 2014 - December 2014
Office Team July 2014 - September 2014
Skills
Close Attention to..., Superior Work Ethic, Leadership, Team Building, Customer Service, Customer Satisfaction, Merchandising, Filing, Teamwork, Social Networking, Training, Microsoft Excel, Microsoft Office, Time Management, Event Planning, PowerPoint
Education
Johnson and Wales University 2009 — 2013
Bachelor of Science (BS), Management
Strategic Financial Group July 2015 - Present
Victoria's Secret May 2011 - Present
Lifespan January 2015 - July 2015
Office Team October 2014 - December 2014
Office Team July 2014 - September 2014
Skills
Close Attention to..., Superior Work Ethic, Leadership, Team Building, Customer Service, Customer Satisfaction, Merchandising, Filing, Teamwork, Social Networking, Training, Microsoft Excel, Microsoft Office, Time Management, Event Planning, PowerPoint
Education
Johnson and Wales University 2009 — 2013
Bachelor of Science (BS), Management
Richard Gibb, JD's Strategic Financial Group Experience May 2009 - July 2012
Job Founder, MindRight Studios
Industry Financial Services
Experience
MindRight Studios February 2013 - Present
SoFi September 2012 - April 2013
Strategic Financial Group May 2009 - July 2012
Helm & Associates June 2006 - July 2007
Fordham Family & Federal Litigation Clinic August 2003 - May 2004
Fordham Law School April 2002 - September 2002
Shopping.com 1999 - 2001
Intech, Inc. February 1999 - December 1999
Sikorsky Aircraft 1992 - 1994
Skills
Finance, Series 63, Estate Planning, Series 7, Series 6, Insurance, Entrepreneurship, Start-ups, Strategy, Investments, Securities, Asset Managment, Strategic Financial..., Asset Allocation, Legal Research, Employee Benefits, Alternative Investments, Due Diligence
Education
Fordham University School of Law 2001 — 2005
JD, Public Interest Law
Duke University 1992 — 1996
Bachelor of Arts (B.A.) in Comparative Area Studies, Near and Middle Eastern Studies, East Asian Literature Economics, & Computer Science
George School 1989 — 1992
High School
New Canaan Country School
MindRight Studios February 2013 - Present
SoFi September 2012 - April 2013
Strategic Financial Group May 2009 - July 2012
Helm & Associates June 2006 - July 2007
Fordham Family & Federal Litigation Clinic August 2003 - May 2004
Fordham Law School April 2002 - September 2002
Shopping.com 1999 - 2001
Intech, Inc. February 1999 - December 1999
Sikorsky Aircraft 1992 - 1994
Skills
Finance, Series 63, Estate Planning, Series 7, Series 6, Insurance, Entrepreneurship, Start-ups, Strategy, Investments, Securities, Asset Managment, Strategic Financial..., Asset Allocation, Legal Research, Employee Benefits, Alternative Investments, Due Diligence
Education
Fordham University School of Law 2001 — 2005
JD, Public Interest Law
Duke University 1992 — 1996
Bachelor of Arts (B.A.) in Comparative Area Studies, Near and Middle Eastern Studies, East Asian Literature Economics, & Computer Science
George School 1989 — 1992
High School
New Canaan Country School
Ed Wirtz Ed Wirtz's Strategic Financial Group Experience September 1991 - April 2008
Job Managing Director at TAG Financial and Insurance Services LLC | Wealth Management | Corporate Benefits
Industry Financial Services
Experience
TAG Financial and Insurance Services LLC April 2008 - Present
Lenox Advisors, Inc. February 2012 - March 2013
Strategic Financial Group September 1991 - April 2008
Northwestern Mutual Life 1993 - 2007
Education
University of Southern California 1988 — 1990
B.S., Business Entrepreneurial Program
University of Colorado Boulder 1986 — 1988
Crescenta Valley High School
TAG Financial and Insurance Services LLC April 2008 - Present
Lenox Advisors, Inc. February 2012 - March 2013
Strategic Financial Group September 1991 - April 2008
Northwestern Mutual Life 1993 - 2007
Education
University of Southern California 1988 — 1990
B.S., Business Entrepreneurial Program
University of Colorado Boulder 1986 — 1988
Crescenta Valley High School
Chris Ingersoll, CLU Chris Ingersoll, CLU's Strategic Financial Group Experience June 2007 - August 2011
Job Senior VP Operations at Accessible Benefits
Industry Financial Services
Experience
Accessible Benefits August 2011 - Present
Strategic Financial Group June 2007 - August 2011
MassMutual Financial Group 2007 - August 2011
Strategic Financial Group, LLC 2007 - August 2011
State Farm Insurance February 2002 - February 2007
State Farm Mutual Automobile Insurance Company January 1996 - January 2002
State Farm Life Insurance Company January 1993 - January 1996
Skills
Compliance Management, Business Analysis, Technical Training, Financial Advisory
Education
Sam Houston State University 1990 — 2003
BBA, Double Major Economics and International Business
Texas A&M University 1986 — 1990
Accessible Benefits August 2011 - Present
Strategic Financial Group June 2007 - August 2011
MassMutual Financial Group 2007 - August 2011
Strategic Financial Group, LLC 2007 - August 2011
State Farm Insurance February 2002 - February 2007
State Farm Mutual Automobile Insurance Company January 1996 - January 2002
State Farm Life Insurance Company January 1993 - January 1996
Skills
Compliance Management, Business Analysis, Technical Training, Financial Advisory
Education
Sam Houston State University 1990 — 2003
BBA, Double Major Economics and International Business
Texas A&M University 1986 — 1990
Blake Yocom Blake Yocom's Strategic Financial Group Experience May 2008 - December 2008
Job Associate Director at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's August 2009 - Present
Strategic Financial Group May 2008 - December 2008
Education
Northwestern University 2005 — 2009
BA, Political Science & Business Institutions Program
DePaul University College of Law 2011 — 2015
JD
Standard & Poor's August 2009 - Present
Strategic Financial Group May 2008 - December 2008
Education
Northwestern University 2005 — 2009
BA, Political Science & Business Institutions Program
DePaul University College of Law 2011 — 2015
JD
Heather MacPhee's Strategic Financial Group Experience May 2006 - October 2007
Job Financial Controller at Global Organics, Ltd.
Industry Accounting
Experience
Global Organics, Ltd. December 2014 - Present
KLONE LAB, LLC August 2012 - December 2014
Life is Good Global November 2008 - January 2012
Be. Products Co. LLC October 2007 - August 2008
Strategic Financial Group May 2006 - October 2007
Sunbelt New England April 2005 - June 2007
The Peters Corporation 1998 - 2005
Software Productivity Research 1990 - 1994
Skills
Business Valuation, Budgeting, Internal Controls, Financial Modeling, Process Improvement, Forecasting, Data Conversion, Strategic Analysis, Accounting, GAAP, Consolidation, Financial Analysis, Microsoft Office, Financial Reporting, Cost Accounting, Financial Accounting, Cash Flow, Cash Management, Financial Control, Analysis, Cash Flow Management, Strategic Planning, Excel, Financial Management, Variance Analysis, Costing, Certified..., multi currency..., Treasury Management, Microsoft Dynamics, SAP, Business Objects, Start-ups, Due Diligence, Management, Restructuring
Education
The University of New Mexico - Robert O. Anderson School of Management 2002 — 2004
MBA
University of Massachusetts, Amherst 1985 — 1989
BA, English
Global Organics, Ltd. December 2014 - Present
KLONE LAB, LLC August 2012 - December 2014
Life is Good Global November 2008 - January 2012
Be. Products Co. LLC October 2007 - August 2008
Strategic Financial Group May 2006 - October 2007
Sunbelt New England April 2005 - June 2007
The Peters Corporation 1998 - 2005
Software Productivity Research 1990 - 1994
Skills
Business Valuation, Budgeting, Internal Controls, Financial Modeling, Process Improvement, Forecasting, Data Conversion, Strategic Analysis, Accounting, GAAP, Consolidation, Financial Analysis, Microsoft Office, Financial Reporting, Cost Accounting, Financial Accounting, Cash Flow, Cash Management, Financial Control, Analysis, Cash Flow Management, Strategic Planning, Excel, Financial Management, Variance Analysis, Costing, Certified..., multi currency..., Treasury Management, Microsoft Dynamics, SAP, Business Objects, Start-ups, Due Diligence, Management, Restructuring
Education
The University of New Mexico - Robert O. Anderson School of Management 2002 — 2004
MBA
University of Massachusetts, Amherst 1985 — 1989
BA, English
Kevin Wile Kevin Wile's Strategic Financial Group Experience 2001 - 2002
Job Life Insurance Professional
Industry Insurance
Experience
Wile Insurance and Financial Services 2002 - Present
Strategic Financial Group 2001 - 2002
Education
University of Santa Monica 2002 — 2004
Duke University 1991 — 1995
B.A., Spanish, Marketing
Wile Insurance and Financial Services 2002 - Present
Strategic Financial Group 2001 - 2002
Education
University of Santa Monica 2002 — 2004
Duke University 1991 — 1995
B.A., Spanish, Marketing
Giancarlo Delon Giancarlo Delon's Strategic Financial Group Experience 2010 - 2010
Job Operations Manager at Exel
Industry Logistics and Supply Chain
Experience
Exel January 2015 - Present
Exel September 2011 - January 2015
Strategic Financial Group 2010 - 2010
Skills
Spreadsheet Design, Strategic Sourcing, Logistics Management, Logistics, Warehouse Management, Warehousing, 3PL, Supply Chain, Supply Chain Management, Distribution Center..., Shipping, Supply Chain..., Procurement, Supply Chain Operations, Spreadsheets, Red Prairie, Continuous Improvement
Education
University of Houston, C.T. Bauer College of Business 2007 — 2011
BBA, Supply Chain Management
Exel January 2015 - Present
Exel September 2011 - January 2015
Strategic Financial Group 2010 - 2010
Skills
Spreadsheet Design, Strategic Sourcing, Logistics Management, Logistics, Warehouse Management, Warehousing, 3PL, Supply Chain, Supply Chain Management, Distribution Center..., Shipping, Supply Chain..., Procurement, Supply Chain Operations, Spreadsheets, Red Prairie, Continuous Improvement
Education
University of Houston, C.T. Bauer College of Business 2007 — 2011
BBA, Supply Chain Management
Maurice Eggenschwiler Maurice Eggenschwiler's Strategic Financial Group Experience September 2007 - December 2007
Job Director at alliantgroup
Industry Financial Services
Experience
alliantgroup June 2012 - Present
alliantgroup October 2009 - December 2012
Statoil May 2008 - October 2008
Strategic Financial Group September 2007 - December 2007
Fry's Electronics May 2005 - August 2005
Skills
Recruiting, Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Outlook, Client Relations Skills, Strategic Consulting, New Business Development, Account Management, Research & Development...
Education
University of Houston, C.T. Bauer College of Business 2004 — 2008
BA, Management and Marketing
alliantgroup June 2012 - Present
alliantgroup October 2009 - December 2012
Statoil May 2008 - October 2008
Strategic Financial Group September 2007 - December 2007
Fry's Electronics May 2005 - August 2005
Skills
Recruiting, Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Outlook, Client Relations Skills, Strategic Consulting, New Business Development, Account Management, Research & Development...
Education
University of Houston, C.T. Bauer College of Business 2004 — 2008
BA, Management and Marketing
Jordan Santarsiero Jordan Santarsiero's Strategic Financial Group Experience June 2010 - August 2010
Job Senior Associate in Transaction Advisory Services at McGladrey
Industry Accounting
Experience
McGladrey July 2015 - Present
SingerLewak LLP July 2011 - June 2015
LMU Men's Volleyball September 2010 - April 2011
stardust visions August 2010 - December 2010
Northwestern Mutual-Strategic Financial June 2010 - August 2010
Strategic Financial Group June 2010 - August 2010
Dicks Sporting Goods June 2009 - August 2009
Marshall & Stevens, Inc July 2008 - August 2008
Skills
Accounting, Tax, Strategic Financial..., Financial Accounting, Payroll, Cost Accounting, Auditing, Financial Modeling, Financial Reporting, QuickBooks
Education
Loyola Marymount University 2007 — 2011
BS, Accounting
Loyola Marymount University 2007 — 2011
Bachelor of Science, Accounting; Accounting Information Systems
Loyola Marymount University, College of Business Administration 2007 — 2011
Bachelors of Science in Accounting
McGladrey July 2015 - Present
SingerLewak LLP July 2011 - June 2015
LMU Men's Volleyball September 2010 - April 2011
stardust visions August 2010 - December 2010
Northwestern Mutual-Strategic Financial June 2010 - August 2010
Strategic Financial Group June 2010 - August 2010
Dicks Sporting Goods June 2009 - August 2009
Marshall & Stevens, Inc July 2008 - August 2008
Skills
Accounting, Tax, Strategic Financial..., Financial Accounting, Payroll, Cost Accounting, Auditing, Financial Modeling, Financial Reporting, QuickBooks
Education
Loyola Marymount University 2007 — 2011
BS, Accounting
Loyola Marymount University 2007 — 2011
Bachelor of Science, Accounting; Accounting Information Systems
Loyola Marymount University, College of Business Administration 2007 — 2011
Bachelors of Science in Accounting
Cassie Cherry's Strategic Financial Group Experience 2010 - 2011
Job Director of Marketing at Danielian Associates
Industry Architecture & Planning
Experience
Danielian Associates July 2015 - Present
Cherry EquiSports 1998 - Present
Building Industry Association of Orange County 2014 - 2015
C4 Marketing 2011 - 2014
Strategic Financial Group 2010 - 2011
La Jolla Pacific, Ltd. 1999 - 2010
Skills
Start-ups, Marketing, Marketing Strategy, Strategic Financial..., Insurance, Risk Management, Business Development, Training, Real Estate Development, Strategic Planning, Construction, Project Management, Real Estate, Project Planning, Residential Homes, Budgets, Leadership, Contract Negotiation, Strategy
Education
University of California, Irvine
BA, Social Sciences
loara
Danielian Associates July 2015 - Present
Cherry EquiSports 1998 - Present
Building Industry Association of Orange County 2014 - 2015
C4 Marketing 2011 - 2014
Strategic Financial Group 2010 - 2011
La Jolla Pacific, Ltd. 1999 - 2010
Skills
Start-ups, Marketing, Marketing Strategy, Strategic Financial..., Insurance, Risk Management, Business Development, Training, Real Estate Development, Strategic Planning, Construction, Project Management, Real Estate, Project Planning, Residential Homes, Budgets, Leadership, Contract Negotiation, Strategy
Education
University of California, Irvine
BA, Social Sciences
loara
Franisha Wells's Strategic Financial Group Experience May 2011 - August 2011
Job Finance Administrative at Perdue Brandon
Industry Higher Education
Experience
Perdue Brandon Fielder Collins October 2014 - Present
Sam Houston State University February 2013 - July 2014
Sam Houston State University June 2010 - June 2012
Strategic Financial Group May 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Accounting, Team Leadership, Outlook, Microsoft Excel, Microsoft Word, Customer Service, Research, Data Entry, Time Management, Social Networking, Teamwork, Facebook, Event Planning, Training, Public Speaking
Education
Angelo State University 2015 — 2016
Master of Education (M.Ed.), Student Development & Leadership
Sam Houston State University 2008 — 2012
Bachelor of Business Administration, General Business
Perdue Brandon Fielder Collins October 2014 - Present
Sam Houston State University February 2013 - July 2014
Sam Houston State University June 2010 - June 2012
Strategic Financial Group May 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Accounting, Team Leadership, Outlook, Microsoft Excel, Microsoft Word, Customer Service, Research, Data Entry, Time Management, Social Networking, Teamwork, Facebook, Event Planning, Training, Public Speaking
Education
Angelo State University 2015 — 2016
Master of Education (M.Ed.), Student Development & Leadership
Sam Houston State University 2008 — 2012
Bachelor of Business Administration, General Business
Christina Phuong Pham Christina Phuong Pham's Strategic Financial Group Experience September 2009 - December 2009
Job Accounting Analyst at Wilmar Oleo North America, LLC
Industry Accounting
Experience
Wilmar Oleo North America, LLC May 2014 - Present
Pearl Dynasty Cuisine April 2002 - Present
United Rentals Inc. April 2014 - May 2014
Benefit Concepts February 2010 - December 2010
Strategic Financial Group September 2009 - December 2009
Skills
Restaurant Management, Restaurants, Customer Service, Inventory Management, Microsoft Office, Microsoft Excel, Menu Development, Food & Beverage, Microsoft Word, PowerPoint, Food, Hospitality, Hands-on Training, Interviewing Skills, Accounting, Problem Solving, Interpersonal..., Organization &..., Teamwork, Team Leadership, Leadership, Marketing, Customer Satisfaction, Management, Human Resources, Social Media, Performance Management, Insurance, Coaching, Time Management, Employee Relations, Outlook, Team Building, Event Planning, Employee Benefits, Training, Benefits Administration, Recruiting, Process Improvement, Research, Analysis, Budgets
Education
Texas Woman's University 2011 — 2013
Executive MBA, Business Administration and Management, General
University of Houston 2007 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General
Texas Woman's University
Accounting Certificate, Accounting
Wilmar Oleo North America, LLC May 2014 - Present
Pearl Dynasty Cuisine April 2002 - Present
United Rentals Inc. April 2014 - May 2014
Benefit Concepts February 2010 - December 2010
Strategic Financial Group September 2009 - December 2009
Skills
Restaurant Management, Restaurants, Customer Service, Inventory Management, Microsoft Office, Microsoft Excel, Menu Development, Food & Beverage, Microsoft Word, PowerPoint, Food, Hospitality, Hands-on Training, Interviewing Skills, Accounting, Problem Solving, Interpersonal..., Organization &..., Teamwork, Team Leadership, Leadership, Marketing, Customer Satisfaction, Management, Human Resources, Social Media, Performance Management, Insurance, Coaching, Time Management, Employee Relations, Outlook, Team Building, Event Planning, Employee Benefits, Training, Benefits Administration, Recruiting, Process Improvement, Research, Analysis, Budgets
Education
Texas Woman's University 2011 — 2013
Executive MBA, Business Administration and Management, General
University of Houston 2007 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General
Texas Woman's University
Accounting Certificate, Accounting
Clint Lister Clint Lister's Strategic Financial Group Experience January 2009 - May 2009
Job Commodities Pricing Analyst at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank July 2014 - Present
Barclays Investment Bank September 2013 - Present
Credit Suisse September 2011 - September 2013
Situs Asset Management January 2010 - September 2011
Strategic Financial Group January 2009 - May 2009
Skills
Financial Analysis, Microsoft Excel, Investment Banking, Finance, Liquidity Management, Financial Reporting, Collateral Management, Microsoft Office, Risk Management, Analysis, Accounting, Portfolio Management, Auditing, Microsoft Word, Bloomberg, PowerPoint, Leadership
Education
T. Bauer College of Business, University of Houston 2006 — 2009
Bachelor of Business Administration, Finance
University of Houston, C.T. Bauer College of Business 2005 — 2009
Bachelor of Business Administration, Finance
Barclays Investment Bank July 2014 - Present
Barclays Investment Bank September 2013 - Present
Credit Suisse September 2011 - September 2013
Situs Asset Management January 2010 - September 2011
Strategic Financial Group January 2009 - May 2009
Skills
Financial Analysis, Microsoft Excel, Investment Banking, Finance, Liquidity Management, Financial Reporting, Collateral Management, Microsoft Office, Risk Management, Analysis, Accounting, Portfolio Management, Auditing, Microsoft Word, Bloomberg, PowerPoint, Leadership
Education
T. Bauer College of Business, University of Houston 2006 — 2009
Bachelor of Business Administration, Finance
University of Houston, C.T. Bauer College of Business 2005 — 2009
Bachelor of Business Administration, Finance
Brianna Pack Brianna Pack's Strategic Financial Group Experience May 2007 - May 2008
Job MBA graduate looking to start my career
Industry Management Consulting
Experience
Azusa Pacific University November 2009 - February 2010
Operations Management Simulation, Azusa Pacific University, School of Business November 2009 - January 2010
Walden School August 2008 - June 2009
Azusa Pacific University May 2008 - August 2008
Strategic Financial Group May 2007 - May 2008
Education
Azusa Pacific University 2009 — 2010
Master of Business Administration
University of Southern California - Marshall School of Business 2006 — 2009
BSBA, Strategic Management
Azusa Pacific University November 2009 - February 2010
Operations Management Simulation, Azusa Pacific University, School of Business November 2009 - January 2010
Walden School August 2008 - June 2009
Azusa Pacific University May 2008 - August 2008
Strategic Financial Group May 2007 - May 2008
Education
Azusa Pacific University 2009 — 2010
Master of Business Administration
University of Southern California - Marshall School of Business 2006 — 2009
BSBA, Strategic Management
Boyd Easley Boyd Easley's Strategic Financial Group Experience January 2008 - April 2010
Job Vice President at 12 Crowns Consulting Inc.
Industry Consumer Goods
Experience
12 Crowns Consulting Inc. April 2014 - Present
Armada Skis 2002 - Present
Lacova Capital Group, LLC. December 2012 - April 2014
Strategic Financial Group January 2008 - April 2010
Armada Skis, Oakley January 2000 - April 2006
Skills
Investments, Social Media, Marketing Strategy, New Business Development, Business Strategy, Marketing, Start-ups, Entrepreneurship, Sales Management, Sales, Management, Social Media Marketing, Strategic Planning, Leadership
Education
Orange Coast College
12 Crowns Consulting Inc. April 2014 - Present
Armada Skis 2002 - Present
Lacova Capital Group, LLC. December 2012 - April 2014
Strategic Financial Group January 2008 - April 2010
Armada Skis, Oakley January 2000 - April 2006
Skills
Investments, Social Media, Marketing Strategy, New Business Development, Business Strategy, Marketing, Start-ups, Entrepreneurship, Sales Management, Sales, Management, Social Media Marketing, Strategic Planning, Leadership
Education
Orange Coast College
David Verdugo David Verdugo's Strategic Financial Group Experience January 2003 - February 2004
Job Seeking EPIC HB, Cadence, Ambulatory, Systems Analysts & Software QA Professionals
Industry Information Technology and Services
Experience
Ryzen Solutions November 2014 - Present
Aflac April 2014 - November 2014
World Financial Group (WFG) August 2013 - March 2014
Accountemps November 2012 - May 2013
OfficeTeam December 2011 - November 2012
Ajilon Finance November 2010 - November 2011
Samsung Electronics May 2004 - March 2009
Strategic Financial Group January 2003 - February 2004
Oriental Motor Corporation July 2000 - December 2002
Networks Telephony Corporation December 1997 - July 2000
Skills
Employee Relations, Talent Acquisition, Executive Search, Staff Development, Management, Finance, HR Policies, Applicant Tracking..., Onboarding, Recruiting, Deferred Compensation, HRIS, Workforce Planning, Talent Management, Human Resources, Sourcing, Employee Benefits, College Recruiting, PeopleSoft, Performance Management, Employee Training
Education
California State University-Long Beach - College of Business Administration 1998 — 2000
MBA, Business
Santa Clara University 1983 — 1988
BS, Psychology
Loyola High School
Loyola High School
Loyola High School
Ryzen Solutions November 2014 - Present
Aflac April 2014 - November 2014
World Financial Group (WFG) August 2013 - March 2014
Accountemps November 2012 - May 2013
OfficeTeam December 2011 - November 2012
Ajilon Finance November 2010 - November 2011
Samsung Electronics May 2004 - March 2009
Strategic Financial Group January 2003 - February 2004
Oriental Motor Corporation July 2000 - December 2002
Networks Telephony Corporation December 1997 - July 2000
Skills
Employee Relations, Talent Acquisition, Executive Search, Staff Development, Management, Finance, HR Policies, Applicant Tracking..., Onboarding, Recruiting, Deferred Compensation, HRIS, Workforce Planning, Talent Management, Human Resources, Sourcing, Employee Benefits, College Recruiting, PeopleSoft, Performance Management, Employee Training
Education
California State University-Long Beach - College of Business Administration 1998 — 2000
MBA, Business
Santa Clara University 1983 — 1988
BS, Psychology
Loyola High School
Loyola High School
Loyola High School
Greg Spangler, CFP's Strategic Financial Group Experience 1998 - 2002
Job President at Financial Vision Planning Group, LLC
Industry Financial Services
Experience
Financial Vision Planning Group, LLC September 2013 - Present
Sierra Wealth Group, LLC January 2010 - September 2013
Independent Investment and Insurance Broker 2002 - 2007
Security Search September 2002 - 2006
Strategic Financial Group 1998 - 2002
Skills
Fee-only Financial..., Holistic Financial..., Finance, Retirement, Investment Advisory, Wealth Management, Strategic Financial..., Financial Analysis, Insurance
Education
University of California, Santa Barbara 1994 — 1998
BS, Aquatic Biology
Financial Vision Planning Group, LLC September 2013 - Present
Sierra Wealth Group, LLC January 2010 - September 2013
Independent Investment and Insurance Broker 2002 - 2007
Security Search September 2002 - 2006
Strategic Financial Group 1998 - 2002
Skills
Fee-only Financial..., Holistic Financial..., Finance, Retirement, Investment Advisory, Wealth Management, Strategic Financial..., Financial Analysis, Insurance
Education
University of California, Santa Barbara 1994 — 1998
BS, Aquatic Biology
Jeffrey Riesenfeld's Strategic Financial Group Experience 2008 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
Strategic Financial Group 2008 - 2009
Education
Drexel University 1976 — 1981
Strategic Financial Group 2008 - 2009
Education
Drexel University 1976 — 1981
Daisy Mendoza's Strategic Financial Group Experience February 2010 - Present
Job Financial Services Professional at Strategic Financial Group
Industry Financial Services
Experience
Strategic Financial Group February 2010 - Present
Northwestern Mutual Financial Network August 2006 - February 2010
Education
University of Houston
Strategic Financial Group February 2010 - Present
Northwestern Mutual Financial Network August 2006 - February 2010
Education
University of Houston
George Clougher's Strategic Financial Group Experience January 2014 - January 2015
Job Income Planner at MCI Risk Management
Industry Financial Services
Experience
MCI Risk Management March 2015 - Present
Bedrock Family Wealth August 2012 - Present
Strategic Financial Group January 2014 - January 2015
Safe Money Concepts January 2003 - September 2010
MPS Loria Financial Planners, LLC 2001 - 2003
Wells Lamont Corp 1976 - 1989
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Wealth, Insurance, Small Business, Investment Advisory, Mutual Funds, Business Planning, Financial Advisory, Pensions, Financial Planning, Customer Service, Strategic Planning, Fixed Annuities, Team Building, Retirement
Education
DePaul University 1982 — 1985
MBA, Marketing and Finance
Carroll University 1972 — 1974
Bachelor of Science (BS), Economics
MCI Risk Management March 2015 - Present
Bedrock Family Wealth August 2012 - Present
Strategic Financial Group January 2014 - January 2015
Safe Money Concepts January 2003 - September 2010
MPS Loria Financial Planners, LLC 2001 - 2003
Wells Lamont Corp 1976 - 1989
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Wealth, Insurance, Small Business, Investment Advisory, Mutual Funds, Business Planning, Financial Advisory, Pensions, Financial Planning, Customer Service, Strategic Planning, Fixed Annuities, Team Building, Retirement
Education
DePaul University 1982 — 1985
MBA, Marketing and Finance
Carroll University 1972 — 1974
Bachelor of Science (BS), Economics
Heriberto Luna's Strategic Financial Group Experience June 2001 - Present
Job Financial Consultant at Strategic Financial Group
Industry Financial Services
Experience
Strategic Financial Group June 2001 - Present
Education
Bryant College 1998 — 2001
2001, Finance
Strategic Financial Group June 2001 - Present
Education
Bryant College 1998 — 2001
2001, Finance
Jeffrey Langlois's Strategic Financial Group Experience April 2007 - December 2009
Job TRADE ELEVATION SPECIALIST at Merrill Edge
Industry Financial Services
Experience
Merrill Edge June 2013 - Present
Merrill Edge March 2012 - June 2013
Merrill Edge (thru Aerotek Staffing) October 2011 - February 2012
Merrill Edge (thru Aerotek Staffing) January 2010 - July 2011
Strategic Financial Group April 2007 - December 2009
Smith Barney September 2007 - December 2007
Tax Rite January 2005 - April 2007
Bank RI May 2006 - January 2007
Greenwood Credit Union June 2005 - August 2005
Skills
Financial Analysis, Investments, Accounting, Financial Reporting, Finance, Series 7, Insurance, Series 66, Microsoft Office, Microsoft Excel, Microsoft Word
Education
University of Rhode Island - College of Business Administration 2003 — 2008
Bachelors, Finance
Merrill Edge June 2013 - Present
Merrill Edge March 2012 - June 2013
Merrill Edge (thru Aerotek Staffing) October 2011 - February 2012
Merrill Edge (thru Aerotek Staffing) January 2010 - July 2011
Strategic Financial Group April 2007 - December 2009
Smith Barney September 2007 - December 2007
Tax Rite January 2005 - April 2007
Bank RI May 2006 - January 2007
Greenwood Credit Union June 2005 - August 2005
Skills
Financial Analysis, Investments, Accounting, Financial Reporting, Finance, Series 7, Insurance, Series 66, Microsoft Office, Microsoft Excel, Microsoft Word
Education
University of Rhode Island - College of Business Administration 2003 — 2008
Bachelors, Finance
Omar Baig's Strategic Financial Group Experience October 2007 - Present
Job Senior Partner at Strategic Financial Group
Industry Financial Services
Experience
Strategic Financial Group October 2007 - Present
MetLife (formerly Citistreet) May 2002 - October 2007
Pudential Securities January 1996 - May 2002
Scotiabank October 1990 - May 1995
Ernst and Young January 1986 - May 1989
Skills
Retirement Planning, Investments, Life Insurance, Property & Casualty..., Estate Planning, Accounting, Commercial Banking, Real Estate Financing
Education
Concordia University 1989 — 1990
MBA, Finance
University of Toronto - University College 1981 — 1985
B. Comm, Commerce and Finance
Strategic Financial Group October 2007 - Present
MetLife (formerly Citistreet) May 2002 - October 2007
Pudential Securities January 1996 - May 2002
Scotiabank October 1990 - May 1995
Ernst and Young January 1986 - May 1989
Skills
Retirement Planning, Investments, Life Insurance, Property & Casualty..., Estate Planning, Accounting, Commercial Banking, Real Estate Financing
Education
Concordia University 1989 — 1990
MBA, Finance
University of Toronto - University College 1981 — 1985
B. Comm, Commerce and Finance
Grace Castillo's Strategic Financial Group Experience 2004 - 2005
Job Sr. SpecialistAccounting and Finance at American College of Rheumatology
Industry Insurance
Experience
American College of Rheumatology September 2014 - Present
American College of Rheumatology April 2012 - August 2014
Life University 2010 - 2010
Assurant Solutions December 2005 - October 2009
Strategic Financial Group 2004 - 2005
Horizon Telecom Network 2003 - 2004
Skills
Accounting, QuickBooks, Account Reconciliation, Microsoft Excel, Nonprofits, Microsoft Office, Finance, Accounts Payable
Education
Georgia State University 2006 — 2010
B.A. Economics
American College of Rheumatology September 2014 - Present
American College of Rheumatology April 2012 - August 2014
Life University 2010 - 2010
Assurant Solutions December 2005 - October 2009
Strategic Financial Group 2004 - 2005
Horizon Telecom Network 2003 - 2004
Skills
Accounting, QuickBooks, Account Reconciliation, Microsoft Excel, Nonprofits, Microsoft Office, Finance, Accounts Payable
Education
Georgia State University 2006 — 2010
B.A. Economics