Summit Brokerage Services, Inc.
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Summit Brokerage Services, Inc. Employees
Polaris Compliance Consulting, LLC January 2012 - Present
Premier Consulting Partners 2011 - 2012
Summit Brokerage Services, Inc. 2011 - 2011
Regions Morgan Keegan 2008 - 2011
KPMG 2006 - 2008
National Association of Securities Dealers (now known as FINRA) 2003 - 2006
Skills
Investment Advisory, Compliance, Audit, Internal Controls, AML, Brokerage, CIDA, Compliance Audits, SEC compliance, Regulatory Requirements, Regulatory Reporting, Regulatory Filings, Regulatory Risk, Big 4, Internal Audit, Development Of Policies, Wall Street, Investment Products, Securities, SEC reporting, Registered Investment..., Group Presentations, Risk Management, Risk Assessment, Staff Training, Bank Secrecy Act, USA PATRIOT Act, SEC regulations, Regulatory Submissions, Report Writing, Procedure Manuals, Procedure Development, OFAC, FINRA, Securities Regulation, Membership Services, Branch Audits, Manual Testing, Credit Derivatives, Staff Management, Mock Regulatory..., Compliance Consulting, Risk Mitigation, Risk Analysis, Financial Reporting, Fixed Income Products, Equities, Investments, Options, Broker-Dealer
Education
Governors State University 2000 — 2000
Accounting, Accounting
The University of Tennessee at Chattanooga 1993 — 1997
Accounting
Summit Brokerage Services, Inc. October 1972 - Present
Merrill Lynch October 1976 - October 1980
Wachovia Bank October 1972 - October 1976
Skills
Series 7, Investments, Retirement Planning, Strategic Financial..., Mutual Funds, Securities, Portfolio Management, Investment Advisory, Wealth Management, Equities, Series 63, Asset Management
Education
University of North Carolina at Chapel Hill 1967 — 1971
Bachelor of Arts (B.A.), Political Science and Government
Calton & Associates, Inc. December 2010 - Present
Happy Hour Network May 1993 - Present
Summit Brokerage Services, Inc. May 2008 - December 2010
Brecek & Young December 2008 - 2009
Brookstreet Securities July 2006 - December 2008
Skills
Securities, Investments, IRAs, 401k, Mutual Funds, Life Insurance, Strategic Financial..., Retirement, Alternative Investments, Retirement Planning, Insurance, Series 7, Series 63, Variable Annuities, Fixed Annuities, Standards Compliance, Due Diligence, Risk Management, Long Term Care Insurance, Disability Insurance, Health Insurance, Long-term Care, Estate Planning, Equipment Leasing, REIT, Private Placements, Business Development..., Oil & Gas Companies, 1031 Exchanges, Unit Investment Trusts, Property & Casualty..., Financial Analysis, Small Business, Business Networking, Event Planning, Event Producing, Social Networking, Medicare Supplements, Medicare Advantage, Solar Power
Education
Florida State University - College of Business 1980 — 1981
Business, Risk Management/Insurance, Business Law
St. Petersburg College
Associate in Arts, Business Administration and Management, General
St Petersburg High School
Diploma, Business
Financial Industry Regulatory Authority (FINRA) July 2014 - Present
Summit Brokerage Services, Inc. June 2012 - June 2014
Florida State University January 2010 - April 2012
Best Buddies International May 2011 - July 2011
Thyssenkrup Elevators May 2009 - August 2009
Lucid Marine LLC May 2007 - August 2007
Education
Florida State University 2008 — 2012
Bachelor of Science, Finance & Marketing
Florida State University - College of Business 2008 — 2012
Bachelor of Science (BS), Marketing
Summit Brokerage Services, Inc. September 2015 - Present
J.P. Turner & Company, LLC (Member SIPC) 8344 Hall Road, Suite 211, Utica MI 48617 December 2008 - September 2015
ING Financial Partners 2003 - 2008
Morgan Stanley February 2000 - February 2003
JPMorgan Chase 1997 - December 2000
ING Investment Management January 1995 - January 1997
Skills
Retirement Planning, Series 24, Series 7, Wealth Management, Financial Planning
Education
Northwestern University 2014 — 2014
Certificate in Personal Financial Planning, Financial Planning and Services
Michigan State University 1991 — 1995
BA, Psychology
Redwood Coast Financial Partners April 2008 - Present
Summit Brokerage Services, Inc. 2008 - 2012
Morgan Stanley 2007 - 2008
US Bank 2006 - 2007
Skills
Hedge Funds, Asset Managment, Securities, Financial Services, Asset Allocation, FINRA, Financial Advisory, Marketing, Finance, Strategic Financial..., Investments, Business Strategy, Cash Management, Options, Investment Advisory, Strategy, Series 7, Retirement Planning, Business Planning, Business Development, Strategic Planning, Mutual Funds, Series 24, Series 66
Education
Humboldt State University 2000 — 2002
BS, Business Management
Aji Network - BPC 52
Business Professionals Course
Bachelor of Science (BS), Business Administration and Management, General
The American College
Chartered Financial Consultant®, Financial Planning
Summit Brokerage Services, Inc. January 2013 - Present
Advanced Equities October 2012 - January 2013
Advanced Equities December 2010 - September 2012
Advanced Equities August 2007 - December 2010
Skills
Series 7, Series 27, Financial Audits, Microsoft Excel, Access, Compliance11, Capital IQ, Quickbooks, PeopleSoft, Financial Reporting, Financial Modeling, Expense Management, Expense Allocation, Expense Budget..., Budget Process, Budget, Operating Budgets, Budget Reconciliation, Budget Monitoring, Microsoft Word, G/L Reconciliations, Financial Variance..., Variance Explanations, Amortization Schedules, Fixed Asset Depreciation, Consolidated Financial..., Compilation Of..., Financial Statements, Cash Flow Statements, FINRA, Private Equity, Alternative Investments
Education
University of Florida
Summit Brokerage Services, Inc. November 2014 - Present
Xceed Financial Credit Union January 2010 - November 2014
JP Morgan Chase 2006 - 2010
Skills
Series 7, Series 63, Series 65, Retirement Income..., Estate Planning, Career Transitions, Retirement Plan..., Securities, Retirement, Fixed Income, Investments, Hedge Funds, Strategic Financial..., Banking, Insurance, Financial Services, FINRA, Investment Advisory, Finance, Mutual Funds, Wealth Management, Retirement Planning, Series 6, Portfolio Management, Financial Advisory, Asset Management, Asset Allocation, Financial Planning
Education
California State University-Long Beach
Bachelor's Degree, Finance, General
Summit Brokerage Services, Inc. November 2010 - Present
Carolina First Securities November 1998 - October 2010
A.G. Edwards March 1997 - November 1998
Skills
CFP®, Certified Financial..., Series 7, Series 63, Series 65, Life Insurance, Disability Insurance, Term Life Insurance, Long Term Care Insurance
Education
University of South Carolina - The Moore School of Business 1991 — 1995
Bachelor of Science (BS), Finance
Berea High School 1987 — 1991
Summit Brokerage Services, Inc. July 2013 - Present
LPL Financial June 1995 - July 2013
Merrill Lynch October 1989 - May 1995
Skills
Wealth Management, Mutual Funds, Securities, Retirement Planning, Series 7, Strategic Financial..., Investment Advisory, Asset Allocation, Series 63, Investments, Portfolio Management, Asset Managment, Equities, Bonds
Education
Boston University 1984 — 1988
Bachelor of Science, Economics
Veritas Advisors, LLC 2000 - Present
Summit Brokerage Services, Inc. 2010 - 2014
Grainger 1997 - 1999
Angelica Corporation 1994 - 1997
Skills
Strategic Financial..., Retirement Planning, Life Insurance, Estate Planning, Insurance, Investments, Financial Advisory, Financial Services, Fixed Annuities, Securities, Wealth Management, Retirement, Investment Advisory, Financial Planners, Financial Planning, Investment Management
Education
DePaul University 1998 — 1999
MBA, Economics
Concordia University 1992 — 1994
Bachelor's Degree, Management
Saint Martin de Porres 1974 — 1980
Summit Brokerage Services, Inc. May 2012 - Present
Disclosure.... August 2004 - Present
Oppenheimer & Co. November 2004 - May 2012
Merrill Lynch May 2001 - November 2004
Skills
Portfolio Management, Asset Allocation, Investment Advisory, Investments, Financial Advisory, Hedge Funds, Strategic Financial..., Fixed Income, Investment Management, Estate Planning, Personal Finance, Long-term Care, Certified Financial..., 24 years in Investment..., Social Media, Securities, Wealth Management, Asset Management, Financial Services, Investment Strategies, Strategic Planning, Leadership, Risk Management, Social Networking
Education
The Ohio State University - The Max M. Fisher College of Business 1981 — 1984
Bachelor of Science (BSc), Business, Management, Marketing, and Related Support Services
Ohio University 1980 — 1981
Colerain HS 1978 — 1980
Wells Fargo Advisors October 2014 - Present
Wells Fargo January 2013 - Present
Summit Brokerage Services, Inc. January 2012 - December 2012
Fifth Third Bank August 2010 - January 2012
Skills
Series 63, Series 6, Series 7, Life & Health Insurance..., Long Term Care Insurance, Series 66
Education
Sinclair Community College
Summit Brokerage Services, Inc. July 2012 - Present
Wells Fargo Advisors June 2011 - October 2012
First Allied Securities March 2004 - July 2011
Wells Fargo Advisors 2001 - 2004
Hoefer & Arnett, Inc. January 1998 - 2001
JP Morgan 1997 - 1998
Skills
Investments, Equities, Investment Advisory, Series 7, Hedge Funds, Mutual Funds, Securities, Private Equity, Bonds, ETFs, Venture Capital, Wealth Management..., Finance, Fundraising, Wealth Management, Alternative Investments, Retirement Planning, Series 63, Strategic Financial..., Portfolio Management, Series 9 & 10, Banking, Trading, Asset Management, Insurance, Financial Advisory, Brokerage, Estate Planning, Wealth, Investment Strategies, Investment Management, Investment Banking, Valuation, 401k, High Net Worth..., Options, Fixed Income, Series 65, Capital Markets, Financial Services
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1995 — 1997
MBA, Finance
Occidental College 1985 — 1989
BA, English Literature, Thomas Hardy and DH Lawrence
Wells Fargo Advisors March 2015 - Present
Sony 2013 - 2015
Sony 2013 - 2015
Wells Fargo Advisors December 2013 - March 2014
Summit Brokerage Services, Inc. February 2011 - August 2013
Skills
Customer Service, Finance, Management, Investments, Securities, Teamwork, Sales, Microsoft Excel, Mutual Funds, Microsoft Word, Telephone Skills, Budgets, PowerPoint, Leadership, Strategic Planning, Outlook, Financial Analysis, Financial Services, Microsoft Office, Credit, Event Planning, Time Management, Loans, Social Networking, Banking, Financial Modeling, Relationship Management, Marketing, Portfolio Management, Retirement, Insurance
Education
St. Thomas Aquinas College
Bachelor Degree, Marketing/Business
White Plains High School
High School Degree
WealthCFO Payroll HR Benefits January 2013 - Present
Cambridge Investment Research, Inc. September 2010 - June 2015
Summit Brokerage Services, Inc. June 2004 - September 2010
Wells Fargo Securities 2000 - September 2004
Prudential Financial December 1997 - January 2000
MassMutual February 1995 - December 1997
New York Life August 1988 - February 1995
Skills
Retirement Planning, Wealth Management, Estate Planning, Investments, Financial Advisory, Financial Services, Investment Advisory, Public Speaking, Payroll, HR Consulting, Strategic Planning, 401k, Small Business, Employee Benefits, Life Insurance, Finance, FINRA, Investment Strategies, Retirement, Mutual Funds, Disability Insurance, Risk Management, Business Planning, Negotiation, Strategic Financial..., Long-term Care, Contract Negotiation, Securities, IRAs, Term Life Insurance, Wealth Accumulation, Series 65, 401k Rollovers, Roth IRA, Financial Planning, Equities, Alternative Investments, Portfolio Management, Long Term Care, Annuities, Succession Planning, Long Term Care Insurance, Bonds, Investment Management, Pensions, Whole Life, Universal Life, College Savings Plans, Estate Tax Planning, Multi-state Payroll...
Education
State University of NY at Fredonia 1982 — 1985
Bachelor of Science (BS), Business/Managerial Economics
State University of New York College at Fredonia 1982 — 1985
Bachelor of Applied Science (B.A.Sc.), Business/Managerial Economics
Lighthouse Financial Group, Inc. August 2009 - Present
Summit Brokerage Services, Inc. 2011 - 2012
Skills
CERTIFIED FINANCIAL..., Retirement Planning, Estate Planning, Certified Divorce..., Series 7, Long-term Care, Life and Health..., Certified College..., Uniform Combined State..., Long Term Care Planning
Education
Loyola University of Chicago
Bachelor of Business Administration (B.B.A.), Marketing, Communications
Investacorp, Inc. July 2014 - Present
Capital Financial Group, LLC January 2007 - Present
Summit Brokerage Services, Inc. October 2011 - July 2014
Edward Jones July 1996 - January 2007
MetLife January 1995 - July 1996
Skills
Financial Advisory, Retirement Planning, Independent Financial..., Life Insurance, Mutual Funds, Retirement Plan..., 401k Rollovers, Stock Market, Stockbroking, Equity Indexed Annuities, Variable Annuities, Fixed Annuities, Cd, Municipal Bonds, REIT, IRAs, Roth IRA, Traditional IRA, Self Directed IRA, Estate Planning, Personal Financial..., Investments, Strategic Financial..., Portfolio Management, Financial Planners, Investment Advisory, Series 63, Series 7, Retirement, Investment Strategies, ETFs, Series 24, Wealth Management, Securities, Series 6, Wealth, Long Term Care Insurance, Finance, Series 65, Alternative Investments, Investment Management, Asset Management, Life, Fixed Income, Financial Services, Investment Advisory..., Savings, High Net Worth..., Income Protection, Saving for Education
Education
Louisiana State University 2000 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
University of Idaho 1989 — 1994
Bachelor of Science (B.S.), Political Science and Government
Summit Brokerage Services, Inc. April 2009 - Present
LPL Financial September 2000 - April 2009
Skills
Securities, Financial Services, Finance, FINRA, Brokerage, Retirement Planning, Investment Advisory, Wealth Management, Strategic Financial..., Mutual Funds, Investments, Series 7, Retirement, Financial Advisory, Estate Planning, Investment Strategies, Asset Allocation, Portfolio Management, Fixed Annuities, Series 63
Education
California State University-Northridge
Summit Brokerage Services, Inc. May 2011 - Present
Skills
Series 7, Series 27, Microsoft Excel
Education
La Trobe University 2007 — 2010
International Business, Finance
The Silver Companies May 2008 - Present
Summit Brokerage Services, Inc. August 2007 - May 2008
Shavell & Company, P.A. March 2006 - August 2007
Jenco Management July 2004 - March 2006
Alloy Media + Marketing 1999 - 2004
Siemens 1998 - 1999
Skills
Financial Modeling, Excel, GAAP Accounting, Financial Analysis, Due Diligence, Financial Reporting, Real Estate, Real Estate Development, Real Estate Investment, Underwriting, Budgeting, Accounting, Forecasting, Asset Management, Microsoft Office, Financial Planning, Microsoft Excel, Real Estate Transactions, Asset Managment, Investment Properties, Strategic Financial..., Budgets, GAAP, Finance, Real Estate Economics, Investments, Mergers & Acquisitions, Commercial Real Estate, Location Intelligence
Education
Nova Southeastern University 2006 — 2008
MBA, Real estate development
James Madison University 1992 — 1996
BBA, Finance
Summit Brokerage Services, Inc. July 2013 - April 2015
Symetra Investment Services May 2012 - June 2013
Securities America, Inc. Member FINRA/SIPC May 2010 - May 2012
Next Financial September 1998 - April 2010
Skills
Mutual Funds, Series 7, Series 63, FINRA, Investment Advisory, Financial Advisory, Wealth Management, Retirement Planning, Series 24, Investments, Insurance, Strategic Financial...
Education
Old Dominion University 1992 — 1994
BSBA, Finance
Summit Brokerage Services, Inc. July 2012 - Present
Lincoln Investment Planning, Inc. August 2010 - July 2012
Great American Advisors, Inc. August 2008 - August 2010
Fifth Third Securities August 2005 - August 2008
Education
Miami University 1999 — 2004
B.S. in Business Administration, Finance
Woodbury Financial Services February 2015 - Present
Summit Brokerage Services, Inc. January 2012 - July 2014
ProBuild Holdings July 1999 - December 2012
Skills
401k Rollovers, Retirement Planning, Investments, 401k, Financial Advisory, 403 b, Financial Planners, High Net Worth..., Term Life Insurance, Variable Annuities, Commercial Banking, Strategic Financial..., Banking, Finance, Wealth, Commercial Lending, Loans, Portfolio Management, Asset Management, Investment Advisory, Mutual Funds, Securities, Bonds, Investment Properties, Investment Strategies, Wealth Management, Asset Allocation, Investment Management, Financial Goals, ETFs, IRAs, Alternative Investments, Separately Managed..., Pensions, Roth IRA, Fixed Income, Equities, Financial Services, Life & Health Insurance..., Variable Life, Life Insurance, Credit Analysis, Credit, Whole Life, Disability Insurance, Uniform Combined State..., Series 66, Series 7
Education
Empire State Stock Broker Institute 2011 — 2012
General Securities
Saginaw Valley State University - College of Business and Management 1996 — 2000
Accounting and Business/Management
Cass City High School 1992 — 1996
J.P. Morgan August 2013 - Present
Summit Brokerage Services, Inc. May 2011 - June 2012
StormHarbour Securities July 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Cold Calling, Microsoft Office, Microsoft Word, Social Media, Marketing, Public Speaking, Outlook, College Recruiting, Bloomberg Terminal, Mac OS X, Problem Solving
Education
University of South Carolina - The Moore School of Business 2008 — 2011
BS, Finance and Marketing
The Bridge Direct, Inc. April 2014 - February 2015
Summit Brokerage Services, Inc. 2014 - 2014
Summit Brokerage Services, Inc. 2014 - 2014
United General Contractors, Inc June 2010 - November 2012
Justin Soloman Holdings May 2008 - June 2010
AppleOne February 2008 - May 2008
Morgan Stanley April 2007 - July 2007
AppleOne October 2005 - May 2007
AppleOne Long January 2005 - October 2005
Skills
Project Management, Contractors, Cost Management, Management, Training, Sales, Customer Service, Team Building, Social Media, Microsoft Office, Leadership, Marketing, Microsoft Excel, Time Management, Software Documentation, Accounts Payable, CRM, Editing, Human Resources, Payroll
Education
Palm Beach State College
Bachelor of Science, Information Technology;
Summit Brokerage Services, Inc. August 2013 - Present
CrysTelCall January 2011 - February 2013
CrysTelCall 2011 - 2013
Central eCommerce Co. Ltd. JorMall February 2009 - September 2010
International Business Legal Associates- IBLAW May 2008 - January 2009
Skills
Translation, Sales, Sales Management, Sales Operations, Advertising, Voice Over, Voice Acting, Accounts Receivable, Collections, Teaching, Team Leadership, Teamwork, Team Management, Team-oriented, Customer Service, Telecommunications, Telemarketing, Business Development, Business Correspondence, Quality Assurance, Project Planning, Call Centers, CRM, Time Management, Outsourcing, Leadership
Education
NYIT 2009 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Al-Qimma Schools 2006 — 2007
Diplome, SAT
Summit Brokerage Services, Inc. October 2009 - Present
UBS June 2006 - September 2009
Quest Capital Strategies, Inc. July 2003 - November 2006
IXIS Securities January 2001 - January 2002
PaineWebber March 1998 - December 2000
PaineWebber March 1997 - March 1998
PaineWebber April 1996 - March 1997
PaineWebber March 1995 - April 1996
Kidder Peabody August 1992 - March 1995
Kidder Peabody May 1989 - August 1992
Skills
Series 7, Investments, Equities, Portfolio Management, Retirement Planning, Securities, Uniform Combined State..., Alternative Investments, Series 63
Education
Thomas College 1982 — 1986
BS/MBA, Computer Info Systems/Business Administration
Ridgewood, HS, NJ 1977 — 1980
Summit Brokerage Services, Inc. May 2015 - Present
Summit Brokerage Services, Inc. March 2013 - May 2015
Arbonne International LLC March 2012 - January 2013
Cassone Home Style June 2010 - August 2010
Zrallack Dental Inc June 2010 - July 2010
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Research, APL, Data Analysis, Sales, Actuarial Science, Mathematics, Statistics, Cryptography, Information Security, Analysis, Leadership, Strategic Planning, Team Building
Education
Florida Atlantic University 2012 — 2015
Bachelor’s Degree, Mathematics
Summit Brokerage Services, Inc. February 2014 - Present
National Securities March 2012 - February 2014
JPMorgan Chase November 2011 - March 2012
Macedo Household - Dr. Tania Macedo January 2010 - August 2011
Bright Horizons December 2006 - January 2010
Skills
Proactive self-starter, Close Attention to..., Customer Service, Organizational..., Organization, Administrative..., Microsoft Office, Spreadsheets, Outlook, Analitical, Problem Solving, Accounts Payable, Teamwork, QuickBooks, Administrative..., Asset Management, Equities, Investments, Portfolio Management
Education
Palm Beach State College 2012 — 2015
Associate of Arts (AA), Business Administration and Management, General, 3.67
North Shore Community College 2009 — 2011
Medical Tourism Association May 2014 - Present
SCORE January 2010 - Present
Waterblasting Technologies February 2013 - May 2013
Summit Brokerage Services, Inc. March 2012 - November 2012
Benchmark Games, Inc. 2010 - December 2011
Professional Planners Marketing Group June 1999 - August 2009
CNA Insurance Company July 1996 - May 1999
Skills
Strategic Planning, CRM, Business Planning, Leadership, Entrepreneurship, Training, Strategy, Marketing, Advertising, Sales, Budgets, Business Development, Event Planning, Market Research, Contract Negotiation, Time Management, Product Management, Email Marketing, Marketing Management, New Business Development, Account Management, Project Planning, Marketing Communications, Product Marketing, Program Management, Finance, Management, Analysis, Operations Management, Sales Management, Event Management, Online Marketing, Team Building, Online Advertising, Marketing Strategy, Business Strategy, Customer Service, Direct Marketing, Competitive Analysis, Social Media Marketing, Public Relations, Social Media, Small Business, Cross-functional Team..., Recruiting, Strategic Partnerships, Lead Generation, Trade Shows, Team Leadership, Start-ups
Education
Florida Atlantic University
MBA, International Business
Ohio University
BBA, Finance and International Business
Summit Brokerage Services, Inc. April 2002 - Present
Corporate Securities Group October 1992 - April 2002
Skills
Mutual Funds, Securities, Investments, Series 6, Florida Notary, Insurance, Series 63, Firearms
Education
Broward College 1992 — 1994
Edelman Financial Services September 2014 - Present
Summit Brokerage Services, Inc. October 2012 - September 2014
EKN Financial Services August 2010 - October 2012
Česka spořitelna, a.s. May 2009 - August 2009
Northwestern Mutual September 2008 - June 2009
Education
University of Pittsburgh 2006 — 2010
Bachelor of Science (B.S.), Finance and Economics
Always Recruiting, Inc. October 2013 - Present
Myriddian Staffing Solutions, LLC October 2014 - Present
Summit Brokerage Services, Inc. January 2015 - Present
Xerox Corporation October 1973 - July 2013
Skills
PowerPoint, Human Resources, Recruiting, Microsoft Word, Time Management, English, Sales, Hiring, Sales Management, Training, Leadership, Employee Relations, Organizational..., Coaching, Performance Management, Technical Recruiting, Sourcing, Onboarding, Talent Acquisition, Interviews, Applicant Tracking..., College Recruiting, Internet Recruiting, Temporary Placement, Screening, Executive Search, Personnel Management, Workforce Planning, Deferred Compensation, Talent Management, Contract Recruitment, Screening Resumes, Staffing Services, Permanent Placement, Benefits Negotiation, Employer Branding, HRIS, Cold Calling, HR Consulting, Employee Engagement, Resume Writing, IT Recruitment, Recruitment Advertising, Career Development, Graduate Recruitment, Search, Business Networking, Account Management, Social Networking, Employee Referral...
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1994 — 1998
North High in Torrance, CA 1968 — 1972
H.S. Diploma, Computer Programming
Long Beach City College
International Marketing, Marketing/Marketing Management, General
Summit Brokerage Services, Inc. July 2008 - Present
JTomik Investment Planning Group, LLC July 2008 - Present
RBC Wealth Management (formerly J. B. Hanauer & Co.) April 1992 - July 2008
J. B. Hanauer & Co. April 1992 - July 2008
Skills
Financial Planning, Investments, Annuities, Financial Advisory, Risk Management, Budgeting, Retirement Planning, Wealth Management, Estate Planning, Asset Management, Portfolio Management, Mutual Funds, Insurance, Investment Advisory, Asset Allocation, Financial Analysis, Equities, Investment Strategies, Retirement Income..., 401k, Bonds, Charitable Giving, Wealth Transfer, Alternative Investments, Long Term Care, Fixed Income
Education
University of South Florida 1988 — 1992
B.S. Marketing, Finance, Marketing, Music
Summit Brokerage Services, Inc. November 2014 - Present
[D]own [T]o [PH]ilm March 2012 - Present
ITOP Management October 2013 - Present
Gearlode January 2013 - March 2014
Aubert Films May 2013 - July 2013
Skills
Video Editing, Videography, Video Production, Final Cut Pro, Photoshop, Nightlife, Social Media Marketing, Photography, Adobe Creative Suite, Music Videos, Graphic Design, Social Networking, Editing, Facebook, Documentaries, Premiere, Weddings, Image Editing, Film Editing, Advertising, Administrative..., Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Event Planning
Education
California State University-Long Beach 2010 — 2012
Film/Cinema/Video Studies
Huntington Beach High School 2007 — 2010
Orange Coast College
Finance and Marketing/Advertising
The Bridge Direct March 2015 - Present
Summit Brokerage Services, Inc. January 2013 - March 2015
Independent Contractor October 2010 - December 2013
Eisman Zucker Klein Ruttenberg June 2009 - September 2010
EY June 2007 - December 2008
Skills
Microsoft Excel, Customer Service, Windows, Research, Outlook, QuickBooks, Accounting, Auditing, Financial Accounting, Financial Reporting, Account Reconciliation, Financial Analysis, Internal Controls, General Ledger, Payroll, Financial Statements, Finance, Spreadsheets, Microsoft Office, Sarbanes-Oxley Act, Corporate Finance, Management, Mutual Funds, GAAP, US GAAP
Education
Pace University - Lubin School of Business 2005 — 2009
Bachelor of Science (BS), Accounting
Manhattanville College 2004 — 2005
Summit Brokerage Services, Inc. September 2015 - Present
JP Turner & Company, LLC July 2012 - September 2015
Skills
Tax Preparation, Investment Advisory, Variable Annuities, Securities, Finance, Visual Arts, Drawing, Painting, Sculpture, Social Networking, Cooking, Customer Service
Education
College of Charleston 2008 — 2011
Bachelor of Arts (BA), Fine and Studio Arts
Montgomery College 2003 — 2005
Finance, General
North Shore-LIJ Health System September 2014 - Present
Qinetic Live March 2014 - Present
Summit Brokerage Services, Inc. February 2014 - April 2015
Skipper's Pub March 2013 - August 2014
Skills
Public Relations, Social Media, Event Planning, Microsoft Office, Social Networking, Business Development, Critical Thinking, Public Speaking, Creative Writing, Fundraising, Strategic Communications, Social Media Marketing, Web Development
Education
Manhattan College 2008 — 2012
Bachelor of Arts (B.A.), Secondary Education, English
St. Anthony's High School 2004 — 2008
Putnam Investments May 2015 - Present
Putnam Investments September 2014 - May 2015
Florida Gulf Coast University June 2009 - May 2014
Summit Brokerage Services, Inc. May 2013 - August 2013
Oakley 2011 - 2013
University Directories May 2012 - August 2012
Skills
Marketing, Sales, Social Media, Customer Service, Social Networking, PowerPoint, Microsoft Excel, Microsoft Office, Event Planning, Facebook, Microsoft Word, Public Relations, Public Speaking, Social Media Marketing, Time Management, Mutual Funds
Education
Florida Gulf Coast University 2009 — 2013
Bachelor of Arts (B.A.), Communication, General
Codinto November 2014 - Present
LendKey April 2014 - Present
Handybook January 2013 - February 2014
Savvy Sync November 2011 - December 2012
Tykoon June 2012 - August 2012
Summit Brokerage Services, Inc. April 2011 - August 2011
Skills
Java, JavaScript, HTML5, Phonegap, Ruby on Rails, AJAX, REST, Ruby, jQuery, PHP, Yii, Corona SDK, HTML 5, mysql, Android Development
Education
New York University 2007 — 2012
BA, Computer Science
Colliers-International February 2014 - Present
Cushman & Wakefield June 2013 - August 2013
Summit Brokerage Services, Inc. January 2013 - May 2013
The Masters Tournament April 2013 - April 2013
Boston Red Sox June 2012 - August 2012
MetsProspects.blogspot.com August 2006 - February 2010
Skills
Marketing, Sales, Real Estate, Blogging, Social Media, Office Tenant...
Education
Staples High School
University of South Carolina - The Moore School of Business
Marketing, Real Estate
Chase March 2012 - Present
Granite Services, Inc. May 2010 - November 2011
MassMutual Financial Group February 2009 - November 2009
Summit Brokerage Services, Inc. April 2008 - November 2009
US Navy December 2000 - April 2008
Skills
Relationship Management, Military Experience, Submarines, Customer Experience, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Project Planning
Education
Liberty University
Bachelor’s Degree, Multi/Interdisciplinary Studies (Business/Counseling), 3.76
Summit Brokerage Services, Inc. Business Development AssociateSummit Brokerage ServicesNovember 2014 - Present
Education
San Diego State University-California State University
Summit Brokerage Services, Inc. May 2015 - Present
Independent Financial Partners (IFP) May 2014 - May 2015
Conduit Advisors LLC March 2013 - September 2014
Corigin Holdings April 2009 - March 2013
American Independence Funds July 2006 - April 2009
Paradigm Funds May 2005 - July 2006
ING Furman Selz Capital Management 2000 - 2004
Skills
Financial Advisor..., Financial Advisor..., Advisory Practice..., Succession Planning, Financial Intermediary..., Business Development, Asset Management, Investment Strategies, Breakaway Advisor..., OSJ Formation/BD..., Investment Management, Portfolio Management, Alternative Investments, Mutual Funds, Investment Advisory, Asset Managment, Wirehouse/Regional..., Valuation, ETFs, Financial Services, Investment Banking, Investments, Due Diligence, Wealth Management, Wine & Spirits Industry, Equity Research, Financial Advisory, Mergers & Acquisitions, Finance, Global Macro, Private Equity, Emerging Markets, Asset Allocation, Bonds, Hedge Funds, Equities, Community Banking, Financial Structuring, Venture Capital, Fund Of Funds, Capital Markets, Institutional..., Fixed Income, Financial Markets, Options, Wealth Management..., Real Estate Transactions, Bridge Loans, Apartment/Multifamily..., Bridge Lending
Education
Quinnipiac University School of Law 1996 — 1998
JD, Law
Drexel University - LeBow College of Business 1990 — 1991
Pre-MBA, Finance
Rutgers University – Camden 1988 — 1990
BA, Economics
Summit Brokerage Services, Inc. 2009 - Present
BE Aerospace Inc. January 2004 - March 2009
Education
Florida State University 1979 — 1981
Bachelor, Marketing
Lampert, Hausler & Rodman, P.C. December 2013 - Present
Prudential Town and Country Real Estate May 2013 - Present
Summit Brokerage Services, Inc. January 2012 - November 2013
Law Office of Amy L. Burd October 2005 - November 2013
Skills
Legal Research, Customer Service, Estate Planning, Real Estate Transactions, Legal Writing, Real Estate
Education
Massachusetts School of Law 1994 — 1997
Doctor of Law (JD)
Northeastern University 1989 — 1994
Bachelor of Science (B.S.), Marketing
ForceField Energy February 2014 - Present
Vycor Medical Inc (VYCO) February 2012 - 2014
Summit Brokerage Services, Inc. 2009 - February 2012
PharmaNet Development Group, Inc. 2004 - 2009
Skills
Financial Analysis, US GAAP, Payroll, Auditing, Financial Reporting, SEC filings, Corporate Finance, Budgets, GAAP, Financial Modeling, QuickBooks, Internal Controls, Finance, Accounting, Strategic Financial..., SEC Filings
Education
Florida Atlantic University 1996 — 2001
Playwire Media February 2009 - Present
Summit Brokerage Services, Inc. December 2007 - January 2009
Liberty Home Lending, Inc. January 2003 - November 2007
Skills
Mobile Advertising, Microsoft Office, Online Advertising
Education
University of Rhode Island - College of Business Administration 1995 — 1999
Voya Financial Advisors October 2014 - Present
ING Financial Partners May 2013 - October 2014
Walsh Tax Services January 2007 - May 2013
Summit Brokerage Services, Inc. February 2009 - May 2011
Education
Metropolitan State College of Denver 2007 — 2007
Certified Financial Planning Education
Seattle University 1998 — 2002
BA, Communications & Spanish
Summit Brokerage Services, Inc. September 2012 - Present
Ameriprise Financial Services, Inc. June 2011 - August 2012
NatCity Investments November 2008 - November 2009
Wamu Investments October 2005 - October 2008
Citicorp Investment Services March 1999 - May 2004
Skills
Series 7, Portfolio Management, Wealth Management, Series 63, Strategic Financial..., Equities, Mutual Funds, Credit, Loans, Investments, Fixed Annuities, Securities, Series 24, Series 65, Licensed Life & Health..., Sales Management, Compliance, Retirement Planning, Banking, Finance
Education
Nova Southeastern University 2006 — 2009
M.S, Management/Leadership
Florida State University 1990 — 1992
B.S, Political Science
Virginia Commonwealth University 1988 — 1990
Political Science
TradeStation Securities 2011 - Present
Summit Brokerage Services, Inc. March 2010 - February 2011
Deloitte 1999 - 2009
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Equities, Due Diligence, Financial Services, Finance, Accounting, Sarbanes-Oxley Act, Risk Management, Internal Controls, Securities, Auditing, Corporate Finance, SEC Filings, Capital Markets
Education
Emory University 1995 — 1999
BBA, Accounting
Emory University - Goizueta Business School 1995 — 1999
BBA, Accounting
Summit Brokerage Services, Inc. November 2009 - Present
WIN Wealth Management Group, LLC November 2009 - Present
Citi Smith Barney 1998 - 2009
Education
California State University-Hayward 1987 — 1992
Summit Brokerage Services, Inc. February 2012 - Present
Skills
Auditing, Financial Analysis, Accounting, Microsoft Excel, Financial Modeling, Internal Controls
Education
105
Florida International University
Bachelor's degree, Accounting
Summit Brokerage Services, Inc. April 2013 - Present
Skills
Sales, Moderate computer..., Learning Quickly, Familiar with First..., Time Management, Microsoft Excel, Microsoft Office, Teamwork, Microsoft Word, Leadership, Communication, Data Entry
Education
Florida Atlantic University 2011 — 2015
University Christian High School 2007 — 2011
High School Diploma
Summit Brokerage Services, Inc. June 2015 - Present
Viniar & Company September 2013 - June 2015
T. Rowe Price February 2012 - June 2013
RiverSource Life Insurance Co. of New York 2011 - 2011
Halliday Financial 2008 - 2010
Skills
Finance, Investments, Accounting, Financial Analysis, Financial Planning, Portfolio Management, Mutual Funds, Asset Management, Equities, Wealth Management, Investment Strategies
Education
Palm Beach Atlantic University 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Siena College 2004 — 2008
Bachelor of Science (BS), Finance
Summit Brokerage Services, Inc. 2009 - Present
VSR Financial Services 2004 - 2008
First Union Securities 2000 - 2004
JW Genesis Securities 1998 - 2000
Smith Barney 1996 - 1997
Smith Barney Asset Management 1994 - 1995
Skills
Investment Management, Client Services, Market Analysis, Stock Trading, Client Presentation, Portfolio Management, Customer Retention, Revenue & Profit Growth, Key Account Management, Asset Allocation, Comprehensive Planning, Client Education
Education
Le Moyne College
Bachelor’s Degree