Sudden Money Institute
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Sudden Money Institute Employees
Employee
Years
Job
Industry
Bob Bolen Bob Bolen's Sudden Money Institute Experience 2010 - Present
Job President and Founder, Envision Wealth Planning, Brentwood, TN
Industry Financial Services
Experience
Envision Wealth Planning 2003 - Present
Sudden Money Institute 2010 - Present
CFA Society of Nashville 1988 - Present
Financial Planning Association Middle TN Chapter 2003 - Present
Financial Planning Association 2003 - 2010
Leadership Franklin 2004 - 2005
uMonitor, Inc June 2000 - November 2001
J. C. Bradford & Company July 1989 - June 2000
Skills
Asset Allocation, Investment Management, Estate Planning, Retirement Planning, Strategic Financial..., Financial Advisory, Wealth Management, Business Planning, Financial Planners, Investment Advisory, Mutual Funds, Certified Financial..., Asset Management, Wealth Management..., Insurance, Finance, Investment Strategies, Investments, Personal Financial..., Retirement, Wealth, Financial Goals, Personal Finance, 401k, IRAs, Financial Services, Portfolio Management, Securities, Small Business, Financial Planning
Education
Indiana University Bloomington 1984 — 1986
MBA, Finance and Management
Western Kentucky University 1980 — 1983
BS, Accounting
Envision Wealth Planning 2003 - Present
Sudden Money Institute 2010 - Present
CFA Society of Nashville 1988 - Present
Financial Planning Association Middle TN Chapter 2003 - Present
Financial Planning Association 2003 - 2010
Leadership Franklin 2004 - 2005
uMonitor, Inc June 2000 - November 2001
J. C. Bradford & Company July 1989 - June 2000
Skills
Asset Allocation, Investment Management, Estate Planning, Retirement Planning, Strategic Financial..., Financial Advisory, Wealth Management, Business Planning, Financial Planners, Investment Advisory, Mutual Funds, Certified Financial..., Asset Management, Wealth Management..., Insurance, Finance, Investment Strategies, Investments, Personal Financial..., Retirement, Wealth, Financial Goals, Personal Finance, 401k, IRAs, Financial Services, Portfolio Management, Securities, Small Business, Financial Planning
Education
Indiana University Bloomington 1984 — 1986
MBA, Finance and Management
Western Kentucky University 1980 — 1983
BS, Accounting
Mary Martin, PhD Mary Martin, PhD's Sudden Money Institute Experience October 2014 - Present
Job Chief Operating Officer at Sudden Money Institute
Industry Writing and Editing
Experience
Sudden Money Institute October 2014 - Present
MaryMartin Inc. April 1990 - Present
The Princeton Review June 1988 - December 1993
Skills
Writing, Editing, Books, Non-fiction, Ghostwriting, Non-profits, Manuals, Grant Writing, Publishing, Teaching, Literary, Blogging, Research, Proofreading, English, Grammar, Nonprofits, Public Speaking, Higher Education, Copy Editing, Creative Writing, Published Author, Grants, Publications, Press Releases, Copywriting, Journalism, Event Planning, Web Content, Feature Articles, Editorial, Storytelling, Freelance Writing, Social Networking, Short Stories, Publicity, Online Publishing, AP Style, Magazines, Media Relations, Content Development, Speech Writing, Facebook, Strategic Communications, Public Relations
Education
New York University 1992 — 1995
PhD, Applied Linguistics
City University of New York-Queens College 1985 — 1989
Master of Arts (MA), English Language and Literature/Letters
Sudden Money Institute October 2014 - Present
MaryMartin Inc. April 1990 - Present
The Princeton Review June 1988 - December 1993
Skills
Writing, Editing, Books, Non-fiction, Ghostwriting, Non-profits, Manuals, Grant Writing, Publishing, Teaching, Literary, Blogging, Research, Proofreading, English, Grammar, Nonprofits, Public Speaking, Higher Education, Copy Editing, Creative Writing, Published Author, Grants, Publications, Press Releases, Copywriting, Journalism, Event Planning, Web Content, Feature Articles, Editorial, Storytelling, Freelance Writing, Social Networking, Short Stories, Publicity, Online Publishing, AP Style, Magazines, Media Relations, Content Development, Speech Writing, Facebook, Strategic Communications, Public Relations
Education
New York University 1992 — 1995
PhD, Applied Linguistics
City University of New York-Queens College 1985 — 1989
Master of Arts (MA), English Language and Literature/Letters
Leigh Routman, MSW, ACSW Leigh Routman, MSW, ACSW's Sudden Money Institute Experience January 2011 - January 2014
Job Director of Community Engagement at Alpert Jewish Family & Children's Service
Industry Individual & Family Services
Experience
Alpert Jewish Family & Children's Service December 2014 - Present
Jewish Family and Children's Service of Palm Beach County, Inc. January 2014 - December 2014
Sudden Money Institute January 2011 - January 2014
Skills
Community Outreach, Community Engagement, Family Therapy, Mental Health Counseling, Psychotherapy, Life Coaching, Group Therapy, Therapists, Lifestyle Coaching, Individual Counselling, Client Counseling, Wellness Coaching, divorce counseling, Nonprofits, Fundraising, Public Speaking, Mental Health, Addiction Recovery, Program Development, Social Services
Education
Barry University 1991 — 1993
MSW, Social Work
University of Florida 1987 — 1991
BS, Sociology minor Psychology
Alpert Jewish Family & Children's Service December 2014 - Present
Jewish Family and Children's Service of Palm Beach County, Inc. January 2014 - December 2014
Sudden Money Institute January 2011 - January 2014
Skills
Community Outreach, Community Engagement, Family Therapy, Mental Health Counseling, Psychotherapy, Life Coaching, Group Therapy, Therapists, Lifestyle Coaching, Individual Counselling, Client Counseling, Wellness Coaching, divorce counseling, Nonprofits, Fundraising, Public Speaking, Mental Health, Addiction Recovery, Program Development, Social Services
Education
Barry University 1991 — 1993
MSW, Social Work
University of Florida 1987 — 1991
BS, Sociology minor Psychology
Courtney Pullen Courtney Pullen's Sudden Money Institute Experience 2001 - Present
Job President of the Pullen Consulting Group
Industry Management Consulting
Experience
Pullen Consulting PresidentPullen Consulting Group LLCFebruary 1992 - Present
Pullen Consulting Group, LLC February 1998 - Present
Courtney Pullen February 1992 - Present
The Legacy Companies September 2013 - Present
Sudden Money Institute 2001 - Present
Conversant Solutions Inc. 2001 - Present
Skills
Strategic Financial..., Wealth, Wealth Management, Estate Planning, Retirement Planning, Leadership Development, Investment Management, Strategic Planning, Pensions, Financial Advisory, Mutual Funds, Investment Advisory, Business Coaching, Coaching, Asset Management, Personal Finance, Management Consulting, Personal Financial..., Wealth Management..., Investments, Retirement, Portfolio Management, 401k, Financial Planners, Team Building, Money, Small Business, Asset Allocation, Public Speaking, Executive Development, Consulting, Family Office, Financial Planning, Team Leadership, Communication Skills
Education
University of Northern Colorado 1980 — 1982
M.A., Couseling Psychology
Pullen Consulting PresidentPullen Consulting Group LLCFebruary 1992 - Present
Pullen Consulting Group, LLC February 1998 - Present
Courtney Pullen February 1992 - Present
The Legacy Companies September 2013 - Present
Sudden Money Institute 2001 - Present
Conversant Solutions Inc. 2001 - Present
Skills
Strategic Financial..., Wealth, Wealth Management, Estate Planning, Retirement Planning, Leadership Development, Investment Management, Strategic Planning, Pensions, Financial Advisory, Mutual Funds, Investment Advisory, Business Coaching, Coaching, Asset Management, Personal Finance, Management Consulting, Personal Financial..., Wealth Management..., Investments, Retirement, Portfolio Management, 401k, Financial Planners, Team Building, Money, Small Business, Asset Allocation, Public Speaking, Executive Development, Consulting, Family Office, Financial Planning, Team Leadership, Communication Skills
Education
University of Northern Colorado 1980 — 1982
M.A., Couseling Psychology
Michelle Maton Michelle Maton's Sudden Money Institute Experience November 2000 - Present
Job Certified Financial Planner at The Planning Center, Inc.
Industry Financial Services
Experience
The Planning Center, Inc. September 2015 - Present
Kinder Institute of Life Planning September 2003 - Present
Sudden Money Institute November 2000 - Present
Aequus Wealth Management Resources July 1990 - September 2015
Education
Stanford University
The Planning Center, Inc. September 2015 - Present
Kinder Institute of Life Planning September 2003 - Present
Sudden Money Institute November 2000 - Present
Aequus Wealth Management Resources July 1990 - September 2015
Education
Stanford University
Robin Young, CFP® Robin Young, CFP®'s Sudden Money Institute Experience January 2008 - Present
Job CEO Northstar Financial Planning. Providing FeeOnly Wealth Management & Financial Transition Planning for over 25 Yrs.
Industry Financial Services
Experience
Northstar Financial Planning, Inc January 2004 - Present
Sudden Money Institute January 2008 - Present
Kinder Institute of Life Planning 2006 - Present
The Colony Group June 1992 - June 2003
Boston Properties 1987 - 1992
Skills
Financial Transition..., Retirement, Business Brokerage, Wealth Management, Money, Small Business, Project Planning, Retirement Planning, Strategic Financial..., Estate Planning, Investments, Investment Advisory, Asset Managment, Portfolio Management, Asset Allocation, Financial Planners, Financial Advisory, Wealth, Insurance, 401k, Financial Analysis, Personal Financial..., Holistic Financial..., CFP, Fee Only Financial..., Mutual Funds, Asset Management, Investment Strategies, Personal Finance, Certified Financial..., Wealth Management..., Investment Management, IRAs, Finance, High Net Worth...
Education
Sudden Money Institute 2008 — 2013
Mastery - Financial Transitionist, Financial Transition Planning, Mastery
The Kinder Institute of Life Planning 2006 — 2006
RLP, Life Planning
College for Financial Planning 2000 — 2002
CFP, Financial Planning
Suffolk University - Sawyer Business School 1992 — 1998
MBA, Business
Plymouth State University 1982 — 1986
BS, Business
Northstar Financial Planning, Inc January 2004 - Present
Sudden Money Institute January 2008 - Present
Kinder Institute of Life Planning 2006 - Present
The Colony Group June 1992 - June 2003
Boston Properties 1987 - 1992
Skills
Financial Transition..., Retirement, Business Brokerage, Wealth Management, Money, Small Business, Project Planning, Retirement Planning, Strategic Financial..., Estate Planning, Investments, Investment Advisory, Asset Managment, Portfolio Management, Asset Allocation, Financial Planners, Financial Advisory, Wealth, Insurance, 401k, Financial Analysis, Personal Financial..., Holistic Financial..., CFP, Fee Only Financial..., Mutual Funds, Asset Management, Investment Strategies, Personal Finance, Certified Financial..., Wealth Management..., Investment Management, IRAs, Finance, High Net Worth...
Education
Sudden Money Institute 2008 — 2013
Mastery - Financial Transitionist, Financial Transition Planning, Mastery
The Kinder Institute of Life Planning 2006 — 2006
RLP, Life Planning
College for Financial Planning 2000 — 2002
CFP, Financial Planning
Suffolk University - Sawyer Business School 1992 — 1998
MBA, Business
Plymouth State University 1982 — 1986
BS, Business
Natalie Carron's Sudden Money Institute Experience January 2013 - 2015
Job Providing Organizational Support to Nonprofit Clients
Industry Nonprofit Organization Management
Experience
Carron Integrated Services July 2015 - Present
Sudden Money Institute January 2013 - 2015
Quantum House March 2011 - February 2013
American Cancer Society May 2009 - February 2011
The Leukemia & Lymphoma Society January 2007 - May 2009
Franklin Templeton Investments May 2002 - August 2005
Skills
Fundraising, Non-profits, Event Management, Event Planning, Volunteer Management, Marketing, Community Development, Social Media, Customer Service, Nonprofits, Grant Writing, Management, Strategic Planning, Media Relations, Public Speaking, Public Relations, Community Outreach, Marketing Communications, Social Media Marketing, Training, Team Building, Leadership, Social Networking, Press Releases, Strategic Communications, Sponsorship, Advertising, Newsletters, Small Business
Education
Florida State University - College of Business 1998 — 2002
Bachelors, Management, Finance, Psychology
Carron Integrated Services July 2015 - Present
Sudden Money Institute January 2013 - 2015
Quantum House March 2011 - February 2013
American Cancer Society May 2009 - February 2011
The Leukemia & Lymphoma Society January 2007 - May 2009
Franklin Templeton Investments May 2002 - August 2005
Skills
Fundraising, Non-profits, Event Management, Event Planning, Volunteer Management, Marketing, Community Development, Social Media, Customer Service, Nonprofits, Grant Writing, Management, Strategic Planning, Media Relations, Public Speaking, Public Relations, Community Outreach, Marketing Communications, Social Media Marketing, Training, Team Building, Leadership, Social Networking, Press Releases, Strategic Communications, Sponsorship, Advertising, Newsletters, Small Business
Education
Florida State University - College of Business 1998 — 2002
Bachelors, Management, Finance, Psychology
Judi Snyder Judi Snyder's Sudden Money Institute Experience September 2009 - Present
Job Experts in the best investments you've never heard of! Investment Strategist and Partner at JP Snyder
Industry Financial Services
Experience
JP Snyder, Inc. creators of Wealth Off Wall Street 2005 - Present
Sudden Money Institute September 2009 - Present
Live Out Loud 2008 - Present
CEO Space 2013 - 2014
Partnership for Philanthropic Planning 2008 - 2009
Wise Women Investor 2007 - 2009
Toshiba America Medical Systems December 1983 - August 2006
Skills
Investments, Entrepreneurship, Strategic Financial..., New Business Development, Coaching, Financial Advisory, Wealth, Business, Business Strategy, Private Equity, Strategic Planning, Retirement Planning, Estate Planning, Public Speaking, Business Planning, Small Business, Real Estate, Marketing, Marketing Strategy, Sales Management, Strategy, Leadership, Business Development, Social Media Marketing, Fixed Annuities, Financial Planners, Investment Strategies, Wealth Management, Investment Advisory, Retirement, Management, Asset Allocation, Start-ups, Alternative Investments, Asset Management, 401k, Finance, IRAs, Investment Management, Portfolio Management, Financial Services, Insurance, Due Diligence, Financial Planning
Education
Marywood University 1976 — 1980
BS, Psychology/Business
Crestwood High School 1974 — 1976
Bachelor of Science (B.S.), Psychology
JP Snyder, Inc. creators of Wealth Off Wall Street 2005 - Present
Sudden Money Institute September 2009 - Present
Live Out Loud 2008 - Present
CEO Space 2013 - 2014
Partnership for Philanthropic Planning 2008 - 2009
Wise Women Investor 2007 - 2009
Toshiba America Medical Systems December 1983 - August 2006
Skills
Investments, Entrepreneurship, Strategic Financial..., New Business Development, Coaching, Financial Advisory, Wealth, Business, Business Strategy, Private Equity, Strategic Planning, Retirement Planning, Estate Planning, Public Speaking, Business Planning, Small Business, Real Estate, Marketing, Marketing Strategy, Sales Management, Strategy, Leadership, Business Development, Social Media Marketing, Fixed Annuities, Financial Planners, Investment Strategies, Wealth Management, Investment Advisory, Retirement, Management, Asset Allocation, Start-ups, Alternative Investments, Asset Management, 401k, Finance, IRAs, Investment Management, Portfolio Management, Financial Services, Insurance, Due Diligence, Financial Planning
Education
Marywood University 1976 — 1980
BS, Psychology/Business
Crestwood High School 1974 — 1976
Bachelor of Science (B.S.), Psychology
George L Taylor, CFP® George L Taylor, CFP®'s Sudden Money Institute Experience January 2004 - Present
Job Visionary and Advisor
Industry Investment Management
Experience
Kinder Institute of Life Planning October 2004 - Present
Sudden Money Institute January 2004 - Present
Temenos Advisory January 1998 - Present
Becket-Chimney Corners YMCA January 1994 - Present
Robinson Company January 1985 - December 1997
Skills
Investment Advisory, Estate Planning, Wealth Management, Financial Advisory, Investments, Strategic Financial..., Retirement Planning, Investment Management, Pensions, Financial Planning, Retirement, Finance, Wealth Accumulation, Securities, Money, Wealth Management..., Personal Financial..., Alternative Investments, Asset Management, Portfolio Management, Financial Services, Personal Finance, Asset Allocation, Life Coaching, Certified Financial..., Financial Planners, Small Business, Holistic Financial..., Investment Strategies, High Net Worth..., 401k, Retirement Income..., Long Term Care, Individual Pension Plans, FPA, Wealth Accumulation..., Roth IRA, 401k Rollovers, Asset Managment, Long-term Care, Insurance, IRAs, ETFs, Strategic Consulting, Private Equity
Education
University of Pennsylvania 1974 — 1982
BA, Poli Sci
Bronxville High School 1970 — 1974
Kinder Institute of Life Planning October 2004 - Present
Sudden Money Institute January 2004 - Present
Temenos Advisory January 1998 - Present
Becket-Chimney Corners YMCA January 1994 - Present
Robinson Company January 1985 - December 1997
Skills
Investment Advisory, Estate Planning, Wealth Management, Financial Advisory, Investments, Strategic Financial..., Retirement Planning, Investment Management, Pensions, Financial Planning, Retirement, Finance, Wealth Accumulation, Securities, Money, Wealth Management..., Personal Financial..., Alternative Investments, Asset Management, Portfolio Management, Financial Services, Personal Finance, Asset Allocation, Life Coaching, Certified Financial..., Financial Planners, Small Business, Holistic Financial..., Investment Strategies, High Net Worth..., 401k, Retirement Income..., Long Term Care, Individual Pension Plans, FPA, Wealth Accumulation..., Roth IRA, 401k Rollovers, Asset Managment, Long-term Care, Insurance, IRAs, ETFs, Strategic Consulting, Private Equity
Education
University of Pennsylvania 1974 — 1982
BA, Poli Sci
Bronxville High School 1970 — 1974
Tom Chancellor Tom Chancellor's Sudden Money Institute Experience February 2010 - Present
Job Specializing In Financial Life Transitions at Teak Tree Capital Management
Industry Financial Services
Experience
Teak Tree Capital Management March 2011 - Present
Sudden Money Institute February 2010 - Present
Skills
Solution Focused..., Wealth Management, Sudden Money Advising, Financial Planning, Life Transitions, Retirement Planning, Wealth, Life Planning, Retirement Income..., Inheritance, Money, Retirement, Strategic Financial..., Solution Focused, Life Coaching, Financial Planners, Portfolio Management, Securities, Estate Planning, Investment Advisory, Investment Management, Financial Advisory, 401k, Series 7, Asset Allocation, IRAs, Fixed Annuities, Personal Finance, Finance, Series 63, Long-term Care, 401k Rollovers, Personal Financial..., Certified Financial..., Investment Strategies, Uniform Combined State..., Mutual Funds, Asset Management, High Net Worth..., FINRA, Alternative Investments, Investments, Public Speaking
Education
The University of Texas at Arlington 1978 — 1980
Master's Degree, Social Work
The University of Texas at Austin 1970 — 1971
Bachelor's Degree, Political Sience/Middle Eastern Studies
Mental Research Institute, Stanford University 1994 — 1994
Interactive and Systemic Strategies in Brief Therapy
Brief Family Therapy Center, Milwaukee 1992 — 1992
Solution Focused Brief Therapy
Teak Tree Capital Management March 2011 - Present
Sudden Money Institute February 2010 - Present
Skills
Solution Focused..., Wealth Management, Sudden Money Advising, Financial Planning, Life Transitions, Retirement Planning, Wealth, Life Planning, Retirement Income..., Inheritance, Money, Retirement, Strategic Financial..., Solution Focused, Life Coaching, Financial Planners, Portfolio Management, Securities, Estate Planning, Investment Advisory, Investment Management, Financial Advisory, 401k, Series 7, Asset Allocation, IRAs, Fixed Annuities, Personal Finance, Finance, Series 63, Long-term Care, 401k Rollovers, Personal Financial..., Certified Financial..., Investment Strategies, Uniform Combined State..., Mutual Funds, Asset Management, High Net Worth..., FINRA, Alternative Investments, Investments, Public Speaking
Education
The University of Texas at Arlington 1978 — 1980
Master's Degree, Social Work
The University of Texas at Austin 1970 — 1971
Bachelor's Degree, Political Sience/Middle Eastern Studies
Mental Research Institute, Stanford University 1994 — 1994
Interactive and Systemic Strategies in Brief Therapy
Brief Family Therapy Center, Milwaukee 1992 — 1992
Solution Focused Brief Therapy
Rick Kagawa CFP™, CLU, MSFS, ChFC,LUTCF Rick Kagawa CFP™, CLU, MSFS, ChFC,LUTCF's Sudden Money Institute Experience February 2008 - Present
Job President, Capital Resources and Insurance, Inc.
Industry Financial Services
Experience
Capital Resources and Insurance January 1990 - Present
Sudden Money Institute February 2008 - Present
Transamerica Financial Advisors, Inc. 1987 - Present
Financial Planning Association 2012 - 2012
Transamerica Financial Advisors, Inc. 1987 - 2012
Skills
Retirement Planning, Financial Advisory, Retirement, Investment Advisory, Wealth, Financial Planners, Wealth Management, Strategic Financial..., Securities, Estate Planning, Asset Allocation, IRAs, Investments, 401k, Savings, Asset Management, Fixed Annuities, Personal Financial..., Mutual Funds, Series 7, Investment Management, Investment Strategies, Financial Goals, Personal Finance, Wealth Management..., Portfolio Management, Series 63, Employee Benefits, Disability Insurance, Certified Financial..., Insurance, Financial Services, Roth IRA, 401k Rollovers, Series 24, Retirement Plan..., FINRA, Alternative Investments, ETFs, Series 6, Long-term Care, Pensions, College Savings Plans, Term Life Insurance, Holistic Financial..., Money, Wealth Accumulation, Small Business, Life Insurance, Asset Managment
Education
American College 2003 — 2010
MSFS, Financial Services
California State University-Long Beach 1970 — 1974
BS, Zoology
Capital Resources and Insurance January 1990 - Present
Sudden Money Institute February 2008 - Present
Transamerica Financial Advisors, Inc. 1987 - Present
Financial Planning Association 2012 - 2012
Transamerica Financial Advisors, Inc. 1987 - 2012
Skills
Retirement Planning, Financial Advisory, Retirement, Investment Advisory, Wealth, Financial Planners, Wealth Management, Strategic Financial..., Securities, Estate Planning, Asset Allocation, IRAs, Investments, 401k, Savings, Asset Management, Fixed Annuities, Personal Financial..., Mutual Funds, Series 7, Investment Management, Investment Strategies, Financial Goals, Personal Finance, Wealth Management..., Portfolio Management, Series 63, Employee Benefits, Disability Insurance, Certified Financial..., Insurance, Financial Services, Roth IRA, 401k Rollovers, Series 24, Retirement Plan..., FINRA, Alternative Investments, ETFs, Series 6, Long-term Care, Pensions, College Savings Plans, Term Life Insurance, Holistic Financial..., Money, Wealth Accumulation, Small Business, Life Insurance, Asset Managment
Education
American College 2003 — 2010
MSFS, Financial Services
California State University-Long Beach 1970 — 1974
BS, Zoology
Lisa A.K. Kirchenbauer, CFP®, RLP®'s Sudden Money Institute Experience January 2004 - Present
Job Pres. of Omega Wealth Management, LLC /Guiding individuals & entrepreneurs towards a life without regrets
Industry Financial Services
Experience
Omega Wealth Management 1999 - Present
The Kinder Institute of Life Planning 2005 - Present
Sudden Money Institute January 2004 - Present
Total Business Transformation Tuscany Retreats April 2009 - Present
Skills
Retirement Planning, Wealth Management, Attorneys, Investment Advisory, Retirement
Education
Stanford University 1981 — 1985
BA with honors, International Relations
Omega Wealth Management 1999 - Present
The Kinder Institute of Life Planning 2005 - Present
Sudden Money Institute January 2004 - Present
Total Business Transformation Tuscany Retreats April 2009 - Present
Skills
Retirement Planning, Wealth Management, Attorneys, Investment Advisory, Retirement
Education
Stanford University 1981 — 1985
BA with honors, International Relations
Michael Karwic, CFP® AEP®'s Sudden Money Institute Experience January 2009 - Present
Job Helping People Navigate Critical Life Events | Investment Management | 401(k) Roll Over | Retirement Income Planning
Industry Investment Management
Experience
Iron Valley Wealth Management November 2011 - Present
Sudden Money Institute January 2009 - Present
Morgan Stanley February 2005 - November 2011
Merrill Lynch Investment Managers 1997 - 2005
Skills
Wealth Management, Investments, Retirement Planning, Investment Advisory, Asset Allocation, Mutual Funds, Series 7, Portfolio Management, Strategic Financial..., Asset Managment, Retirement, Estate Planning, Windfall Wealth Planning, Sudden Wealth Advanced...
Education
Pennsylvania State University, Smeal College of Business - MBA 1995 — 1997
MBA, Finance and Marketing
Penn State University 1988 — 1991
Bachelor of Science
Iron Valley Wealth Management November 2011 - Present
Sudden Money Institute January 2009 - Present
Morgan Stanley February 2005 - November 2011
Merrill Lynch Investment Managers 1997 - 2005
Skills
Wealth Management, Investments, Retirement Planning, Investment Advisory, Asset Allocation, Mutual Funds, Series 7, Portfolio Management, Strategic Financial..., Asset Managment, Retirement, Estate Planning, Windfall Wealth Planning, Sudden Wealth Advanced...
Education
Pennsylvania State University, Smeal College of Business - MBA 1995 — 1997
MBA, Finance and Marketing
Penn State University 1988 — 1991
Bachelor of Science
Jenna Francis's Sudden Money Institute Experience May 2014 - May 2015
Job Data Analyst Intern at CompStak®
Industry Commercial Real Estate
Experience
CompStak® June 2015 - Present
Sudden Money Institute May 2014 - May 2015
Education
New York University 2014 — 2016
Economics
CompStak® June 2015 - Present
Sudden Money Institute May 2014 - May 2015
Education
New York University 2014 — 2016
Economics