Strategic Wealth Associates
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Strategic Wealth Associates Employees
Progressive Financial Concepts March 2015 - Present
BNI 2013 - Present
Mass Mutual AZ September 2012 - March 2015
Strategic Wealth Associates January 2007 - August 2012
HomeRun Financial June 2005 - January 2007
Goodrich 2000 - 2002
Education
Arizona State University 1996 — 2000
Bachlor in Marketing, Marketing
WBB Securities May 2013 - Present
Strategic Wealth Associates April 2012 - May 2013
Morgan Stanley Smith Barney February 2006 - April 2012
Trader Electronic Media February 2005 - February 2006
Homes.com August 2000 - February 2005
Skills
Mutual Funds, Retirement, Investment Advisory, Asset Allocation, Estate Planning, Series 7, Financial Advisory, Series 63, Securities, Asset Management, Insurance, Risk Management, IRAs, 401k, Finance, Strategy, Life Insurance, Wealth Accumulation, 401k Rollovers, Leadership
Education
University of Oklahoma
Bachelor's degree
NOVA Financial Services December 2013 - Present
Constellation College Planning July 2015 - Present
Strategic Wealth Associates January 2010 - December 2013
Twisted Tucson June 2006 - December 2013
TM International March 2006 - June 2009
Color Reflections June 1999 - February 2006
Skills
Marketing, Strategy, Leadership, Sales, Management, Training, Product Development, Small Business, Graphics, Art, Wealth Management, Finance, Employee Benefits, Digital Printing, Customer Service
Education
University of Arizona 1994 — 1998
BFA, Photography
Prudential Financial July 2015 - Present
New England Financial 2007 - Present
Sun Mountain Financial January 2014 - July 2015
Strategic Wealth Associates June 2008 - December 2013
VALIC May 1993 - December 2005
AIG Retirement 1993 - 2005
American General Life Companies 1993 - 2005
Skills
Retirement Planning, Retirement, Life Insurance, Succession Planning, Risk Management, Strategic Financial..., Disability Insurance, Securities, Investment Advisory, Finance, Asset Management, Wealth, Series 7, Strategy, Long Term Care Insurance, Small Business, Strategic Planning, 401k, Financial Services, Series 63, Estate Planning, Business Planning, Investments, IRAs, Mutual Funds, Wealth Management, Fixed Annuities, Financial Advisory, Uniform Combined State...
Education
San Diego State University-California State University 1989 — 1993
Finance
San Diego State University-California State University 1989 — 1993
Finance
The Wealth Consulting Group November 2014 - Present
Strategic Wealth Associates February 2011 - November 2014
Morgan Stanley 2007 - March 2011
KB Home 2002 - 2006
Skills
Investments, Risk Management, Portfolio Management, Retirement Strategies, Business Strategies, Certified Financial..., Financial Planning, Wealth Transfer, Wealth Preservation, Wealth Accumulation
Education
University of San Diego
BBA, Business
Mutual of Omaha June 2013 - Present
Strategic Wealth Associates July 2011 - June 2013
New England Financial April 2004 - June 2011
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Business Insurance, Long Term Care Insurance, Disability Insurance
Education
Central College 1979 — 1983
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Cedar Rapids Washington 1977 — 1979
Social Security Timing June 2014 - Present
Strategic Wealth Associates August 2008 - June 2014
New England Financial August 2008 - May 2014
David A Cechanowicz & Associates June 1980 - August 2008
Personal Wealth Advisors June 1999 - June 2005
Skills
Estate Tax Planning, Strategic Financial..., Social Security..., Qualified retirement..., Qualified Plan..., Wealth Management, Retirement Planning
Education
University of Michigan
MS, Near Eastern Language and Literature
Central Michigan University
B.A., History, Linguistics
The American College
MSFS, Finance, Economics, Business Planning
The University of New Mexico School of Law 2005 — 2007
JD, Law
Bedrock Financial Services March 2015 - Present
Strategic Wealth Associates October 2013 - March 2015
Independent Financial Group January 2012 - August 2014
Lifewise Assurance Company of Arizona June 2004 - August 2007
AIG Insurance July 2002 - June 2004
Benesight September 2000 - July 2002
Skills
Brokers, Strategic Planning, Sales, New Business Development, Management, Sales Operations, Marketing, Analysis, Process Improvement, Program Management, Negotiation, Microsoft Excel, PowerPoint, Access, Microsoft Word, Proposal Writing, Underwriting, Insurance, Account Management, Employee Benefits, Sales Management, Team Building
Education
Mesa Community College 2011 — 2013
Marketing/Public Relations, Marketing/PR
Hayfield High School 1982 — 1986
H.S. Diploma, English Language and Literature/Letters
San Diego Insurance Services and Financial Group August 2012 - Present
Mater Dei Catholic High School August 2011 - Present
Strategic Wealth Associates November 2011 - June 2012
Prudential Financial February 2011 - August 2011
Martin Kelly Capital Management LLC June 2008 - September 2010
University of San Diego Human Resources May 2005 - 2008
Education
University of San Diego 2005 — 2009
Maketking, Finance
The Wealth Consulting Group November 2003 - Present
Strategic Wealth Associates 2003 - Present
Skills
Securities, FINRA, Retirement Planning, Wealth
Education
University of Nevada Las Vegas Lee Business School 2000 — 2003
Bachelor or Arts, Economics
Nevada Career Institiute 1996 — 1997
MA, Medical Assisting
Strategic Wealth Associates July 2011 - Present
Independent Capital Management August 2010 - February 2011
Education
University of San Diego 2008 — 2010
Finance
Strategic Wealth Associates 2012 - Present
Education
Rutgers, The State University of New Jersey-New Brunswick
Economics