Synergy Financial Group
Industry: Company
DescriptionFounded: 2004 Subsidiary: First Mariner Financial Services, Inc.
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Synergy Financial Group Employees
Employee
Years
Job
Industry
Renee Settas Renee Settas's Synergy Financial Group Experience July 2014 - Present
Job Mortgage Loan Consultant NMLS 251469
Industry Financial Services
Experience
Synergy Financial Group July 2014 - Present
various January 1987 - October 2013
Skills
Mortgage Lending, Refinance, Mortgage Banking, FHA, Residential Mortgages, Loans, VA loans, FHA financing, Reverse Mortgages, Investment Properties, USDA, Loan Origination, Real Estate Financing, First Time Home Buyers, Certified Mortgage..., FHA Financing, VA Loans, Foreclosures
Education
Long Beach City College
Synergy Financial Group July 2014 - Present
various January 1987 - October 2013
Skills
Mortgage Lending, Refinance, Mortgage Banking, FHA, Residential Mortgages, Loans, VA loans, FHA financing, Reverse Mortgages, Investment Properties, USDA, Loan Origination, Real Estate Financing, First Time Home Buyers, Certified Mortgage..., FHA Financing, VA Loans, Foreclosures
Education
Long Beach City College
William Moroney William Moroney's Synergy Financial Group Experience August 1990 - Present
Job Synergy Financial Group
Industry Financial Services
Experience
Synergy Financial Group August 1990 - Present
Hex-Hut Shelter Systems Ltd. November 2003 - October 2013
Wealth and Estate Planning Group 2000 - 2011
EO Calgary 2002 - 2010
London Life / Quadrus 1990 - 1998
Skills
Estate Planning, Entrepreneur, Succession Planning, Risk Management, Entrepreneurship, Life Insurance, Finance, Financial Services, Wealth Management, Living Benefits (LTD &..., Wealth, Retirement Planning, Management, Strategic Financial..., Financial Planners, Investments, Insurance, Strategic Planning, Financial Planning
Education
University of Calgary 1986 — 1990
Bachelor of Arts, Economics
Bishop Grandin High School, Calgary 1981 — 1984
Synergy Financial Group August 1990 - Present
Hex-Hut Shelter Systems Ltd. November 2003 - October 2013
Wealth and Estate Planning Group 2000 - 2011
EO Calgary 2002 - 2010
London Life / Quadrus 1990 - 1998
Skills
Estate Planning, Entrepreneur, Succession Planning, Risk Management, Entrepreneurship, Life Insurance, Finance, Financial Services, Wealth Management, Living Benefits (LTD &..., Wealth, Retirement Planning, Management, Strategic Financial..., Financial Planners, Investments, Insurance, Strategic Planning, Financial Planning
Education
University of Calgary 1986 — 1990
Bachelor of Arts, Economics
Bishop Grandin High School, Calgary 1981 — 1984
Angel L. Ramos Angel L. Ramos's Synergy Financial Group Experience February 2005 - September 2005
Job Director at CUBIC IT Consulting
Industry Information Technology and Services
Experience
CUBIC IT Consulting October 2012 - Present
Destinations by Design, Inc. 2012 - 2014
E Plus Productions January 2011 - March 2013
Cubic Realm Entertainment & Productions June 2010 - January 2013
American Mortgage Specialists March 2006 - October 2006
Synergy Financial group February 2005 - September 2005
Skills
Entertainment, Web Development, Marketing, Social Networking, Event Producing, Choreography, Online Advertising, Consulting, CRM, Web Design, WordPress, Lead Generation, Digital Media, Online Marketing, SEO, E-commerce, Management, Entrepreneurship, Social Media Marketing, Social Media, Marketing Strategy, Advertising, Business Development
Education
Strayer University-Maryland 2010 — 2011
BSSE, Engineering & Economics
College of Southern Nevada 2008 — 2008
BSEE, Engineering and Economics
CUBIC IT Consulting October 2012 - Present
Destinations by Design, Inc. 2012 - 2014
E Plus Productions January 2011 - March 2013
Cubic Realm Entertainment & Productions June 2010 - January 2013
American Mortgage Specialists March 2006 - October 2006
Synergy Financial group February 2005 - September 2005
Skills
Entertainment, Web Development, Marketing, Social Networking, Event Producing, Choreography, Online Advertising, Consulting, CRM, Web Design, WordPress, Lead Generation, Digital Media, Online Marketing, SEO, E-commerce, Management, Entrepreneurship, Social Media Marketing, Social Media, Marketing Strategy, Advertising, Business Development
Education
Strayer University-Maryland 2010 — 2011
BSSE, Engineering & Economics
College of Southern Nevada 2008 — 2008
BSEE, Engineering and Economics
Helen Nichols's Synergy Financial Group Experience 2011 - 2011
Job PhD Research Assistant at University of Maryland, Baltimore
Industry Mental Health Care
Experience
Sheppard Pratt August 2014 - Present
University of Maryland, Baltimore August 2014 - Present
Correct Care Solutions November 2013 - May 2014
Catholic Charities of Baltimore August 2012 - November 2013
Gale Recovery, Inc. November 2011 - May 2012
Sheppard Pratt September 2011 - November 2011
Synergy Financial Group 2011 - 2011
Edelman Financial Services November 2007 - November 2009
Bank of America July 2006 - November 2007
Edward Jones May 2004 - July 2006
Skills
Asset Management, Financial Planning, Series 7, Program Development, Investments, Research, Asset Managment, Finance, Strategic Financial..., Case Managment, Psychotherapy, Community Outreach, Mental Health, Program Evaluation, Mental Health Counseling, Adolescents, Nonprofits, Social Services, Public Speaking
Education
University of Maryland Baltimore 2014 — 2018
Doctor of Philosophy (PhD), Social Work
Salisbury University 2010 — 2013
MSW, 2013
Penn State University 2001 — 2004
BA, Crime, Law, Justice
Sheppard Pratt August 2014 - Present
University of Maryland, Baltimore August 2014 - Present
Correct Care Solutions November 2013 - May 2014
Catholic Charities of Baltimore August 2012 - November 2013
Gale Recovery, Inc. November 2011 - May 2012
Sheppard Pratt September 2011 - November 2011
Synergy Financial Group 2011 - 2011
Edelman Financial Services November 2007 - November 2009
Bank of America July 2006 - November 2007
Edward Jones May 2004 - July 2006
Skills
Asset Management, Financial Planning, Series 7, Program Development, Investments, Research, Asset Managment, Finance, Strategic Financial..., Case Managment, Psychotherapy, Community Outreach, Mental Health, Program Evaluation, Mental Health Counseling, Adolescents, Nonprofits, Social Services, Public Speaking
Education
University of Maryland Baltimore 2014 — 2018
Doctor of Philosophy (PhD), Social Work
Salisbury University 2010 — 2013
MSW, 2013
Penn State University 2001 — 2004
BA, Crime, Law, Justice
Katie Kilpatrick Katie Kilpatrick's Synergy Financial Group Experience September 2004 - September 2006
Job Property Tax Analyst at J. Joseph Consulting, Inc.
Industry Financial Services
Experience
J. Joseph Consulting, Inc. November 2011 - Present
Junior Achievement of South Texas March 2009 - October 2011
Junior Achievement of South Texas September 2005 - March 2009
Synergy Financial Group September 2004 - September 2006
Skills
Property Tax, Employee Training, Database Administration, CRM databases, Real Estate Tax Appeals, Grant Writing, Program Management, Marketing, Nonprofits, Budgets, Coordinating Special..., Marketing Communications, Training, Change Management, Trained in Servant..., Fundraising, Team Building, Customer Service, Management, Social Media
Education
McMurry University 2000 — 2004
Bachelor of Business Administration, Marketing, Sociology
J. Joseph Consulting, Inc. November 2011 - Present
Junior Achievement of South Texas March 2009 - October 2011
Junior Achievement of South Texas September 2005 - March 2009
Synergy Financial Group September 2004 - September 2006
Skills
Property Tax, Employee Training, Database Administration, CRM databases, Real Estate Tax Appeals, Grant Writing, Program Management, Marketing, Nonprofits, Budgets, Coordinating Special..., Marketing Communications, Training, Change Management, Trained in Servant..., Fundraising, Team Building, Customer Service, Management, Social Media
Education
McMurry University 2000 — 2004
Bachelor of Business Administration, Marketing, Sociology
Amanda Tarney's Synergy Financial Group Experience February 2008 - October 2008
Job Transcription Supervisor at GMR
Industry Consumer Services
Experience
GMR Transcription Services, Inc. November 2012 - Present
Redwood Investments June 2012 - October 2012
H&R Block January 2010 - April 2012
Synergy Financial Group, Inc June 2010 - November 2011
Bath and Body Works October 2008 - June 2010
Synergy Financial Group February 2008 - October 2008
Skills
Customer Service, Outlook, Marketing, Sales, Leadership, Microsoft Office, Troubleshooting, Proofreading, Microsoft Word, Editing, Microsoft Excel, Marketing Strategy, Time Management, Social Networking, Strategic Planning
Education
California State University-Fullerton 2011 — 2012
Bachelor of Arts (BA), English Literature
Saddleback College 2007 — 2010
GMR Transcription Services, Inc. November 2012 - Present
Redwood Investments June 2012 - October 2012
H&R Block January 2010 - April 2012
Synergy Financial Group, Inc June 2010 - November 2011
Bath and Body Works October 2008 - June 2010
Synergy Financial Group February 2008 - October 2008
Skills
Customer Service, Outlook, Marketing, Sales, Leadership, Microsoft Office, Troubleshooting, Proofreading, Microsoft Word, Editing, Microsoft Excel, Marketing Strategy, Time Management, Social Networking, Strategic Planning
Education
California State University-Fullerton 2011 — 2012
Bachelor of Arts (BA), English Literature
Saddleback College 2007 — 2010
Yvonne Vega's Synergy Financial Group Experience September 2010 - February 2011
Job Oilfield Rentals South Texas
Industry Oil & Energy
Experience
Stellar Oilfield Rentals May 2015 - Present
Hourglass Services February 2015 - Present
FourWinds Logistics - SATX September 2014 - February 2015
Hippy Gypsy February 2012 - June 2014
Robert Half Technology March 2013 - November 2013
The Scooter Store February 2012 - March 2013
Property Professionals Inc April 2011 - September 2011
Synergy Financial Group September 2010 - February 2011
Skills
Sales, Management, Customer Service, Team Building, Supply Chain, Purchase Orders, frac sand, Hydraulic Fracturing, Logistics, Oil & Gas, Invoicing, Operations Management, Cold Calling, Account Management, Leadership, Networking, New Business Development, Microsoft Office, Time Management, Team Leadership, Horizontal Directional..., Sales Operations, Sales Process, Direct Sales, Customer Satisfaction, Salesforce.com, Access, Online Marketing, Accounts Payable, Property Management, Accounts Receivable, Call Centers, Selling, Inside Sales, Windows, Mac, Filing, Building Relationships, Quickbooks, Phone Skills, Outside sales, Property Marketing, Mac/PC proficient, Petroleum, Supervisory Skills, Rentals
Education
Lamar University 2010 — 2011
NA, Radiology
Blinn College 2008 — 2009
General Studies
Texas A&M University 2008 — 2009
Business Administration and Management, General
Stellar Oilfield Rentals May 2015 - Present
Hourglass Services February 2015 - Present
FourWinds Logistics - SATX September 2014 - February 2015
Hippy Gypsy February 2012 - June 2014
Robert Half Technology March 2013 - November 2013
The Scooter Store February 2012 - March 2013
Property Professionals Inc April 2011 - September 2011
Synergy Financial Group September 2010 - February 2011
Skills
Sales, Management, Customer Service, Team Building, Supply Chain, Purchase Orders, frac sand, Hydraulic Fracturing, Logistics, Oil & Gas, Invoicing, Operations Management, Cold Calling, Account Management, Leadership, Networking, New Business Development, Microsoft Office, Time Management, Team Leadership, Horizontal Directional..., Sales Operations, Sales Process, Direct Sales, Customer Satisfaction, Salesforce.com, Access, Online Marketing, Accounts Payable, Property Management, Accounts Receivable, Call Centers, Selling, Inside Sales, Windows, Mac, Filing, Building Relationships, Quickbooks, Phone Skills, Outside sales, Property Marketing, Mac/PC proficient, Petroleum, Supervisory Skills, Rentals
Education
Lamar University 2010 — 2011
NA, Radiology
Blinn College 2008 — 2009
General Studies
Texas A&M University 2008 — 2009
Business Administration and Management, General
Spencer Mellace, CFP®, CLU®'s Synergy Financial Group Experience October 2006 - September 2015
Job Wealth Advisor at Sagium
Industry Financial Services
Experience
Sagium October 2015 - Present
Quadrus Investment Services Ltd. January 2001 - Present
Synergy Financial Group October 2006 - September 2015
Freedom 55 Financial January 2001 - October 2006
Skills
Business Planning, Succession Planning, Estate Planning, Financial Planning, Risk Management, Strategic Financial..., Small Business, Mutual Funds, Retirement Planning, Investments, Wealth Management, Insurance, Life Insurance, Critical Illness, Financial Services, Wealth, Finance, Wealth Management..., Financial Planners, Retirement, Financial Advisory, Disability Insurance, Portfolio Management, Wealth Accumulation
Education
STEP - Society of Trust and Estate Practictioners 2014 — 2015
STEP Canada Diploma Program
Advocis/CLU Institute 2010 — 2011
CLU, Chartered Life Underwriter
Advocis
CFP, Certified Financial Planner
The Invesment Funds Institute of Canada 2001 — 2001
The Canadian Investment Funds Course
Mount Royal College 1996 — 1999
Diploma, Marketing
Sagium October 2015 - Present
Quadrus Investment Services Ltd. January 2001 - Present
Synergy Financial Group October 2006 - September 2015
Freedom 55 Financial January 2001 - October 2006
Skills
Business Planning, Succession Planning, Estate Planning, Financial Planning, Risk Management, Strategic Financial..., Small Business, Mutual Funds, Retirement Planning, Investments, Wealth Management, Insurance, Life Insurance, Critical Illness, Financial Services, Wealth, Finance, Wealth Management..., Financial Planners, Retirement, Financial Advisory, Disability Insurance, Portfolio Management, Wealth Accumulation
Education
STEP - Society of Trust and Estate Practictioners 2014 — 2015
STEP Canada Diploma Program
Advocis/CLU Institute 2010 — 2011
CLU, Chartered Life Underwriter
Advocis
CFP, Certified Financial Planner
The Invesment Funds Institute of Canada 2001 — 2001
The Canadian Investment Funds Course
Mount Royal College 1996 — 1999
Diploma, Marketing
Samantha Stalter Samantha Stalter's Synergy Financial Group Experience March 2015 - Present
Job Client Service Associate at Synergy Financial Group
Industry Insurance
Experience
Synergy Financial Group March 2015 - Present
Omni Land Settlement Corporation December 2012 - Present
Deer Park Farm December 2011 - February 2013
The Corporate Agent December 2011 - February 2013
Skills
Real Estate, Microsoft Office, Time Management, Management, Customer Service, Horses, Equestrian, Process Scheduler, Notary Public, Equine and Canine..., Social Media, Social Networking, Social Media Marketing
Education
Frostburg State University 2005 — 2010
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Synergy Financial Group March 2015 - Present
Omni Land Settlement Corporation December 2012 - Present
Deer Park Farm December 2011 - February 2013
The Corporate Agent December 2011 - February 2013
Skills
Real Estate, Microsoft Office, Time Management, Management, Customer Service, Horses, Equestrian, Process Scheduler, Notary Public, Equine and Canine..., Social Media, Social Networking, Social Media Marketing
Education
Frostburg State University 2005 — 2010
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Joseph Conroy, CFP® Joseph Conroy, CFP®'s Synergy Financial Group Experience August 2008 - Present
Job Financial Consultant at Synergy Financial Group
Industry Financial Services
Experience
Synergy Financial Group August 2008 - Present
Skills
Investments, Retirement Planning, Wealth Management, Wealth Accumulation, Wealth Management..., Investment Strategies, Investment Management, Risk Management, Insurance, Term Life Insurance, Estate Planning, Wealth Preservation..., 401k, 401k Rollovers, Retirement Plan..., Investment Advisory..., Fee Based Planning, Municipal Bonds, Personal Tax Planning, 529 Plans, College Savings Plans, Mutual Funds, ETFs, Stocks, Bonds, Health Insurance, Asset Allocation, Socially Responsible..., Options, Employee Stock Options, Low Cost Investing, Variable Annuities
Education
Salisbury University - Perdue School of Business 2004 — 2007
Bachelors, Financial Planning
Synergy Financial Group August 2008 - Present
Skills
Investments, Retirement Planning, Wealth Management, Wealth Accumulation, Wealth Management..., Investment Strategies, Investment Management, Risk Management, Insurance, Term Life Insurance, Estate Planning, Wealth Preservation..., 401k, 401k Rollovers, Retirement Plan..., Investment Advisory..., Fee Based Planning, Municipal Bonds, Personal Tax Planning, 529 Plans, College Savings Plans, Mutual Funds, ETFs, Stocks, Bonds, Health Insurance, Asset Allocation, Socially Responsible..., Options, Employee Stock Options, Low Cost Investing, Variable Annuities
Education
Salisbury University - Perdue School of Business 2004 — 2007
Bachelors, Financial Planning
Heather Noll Heather Noll's Synergy Financial Group Experience July 2011 - October 2011
Job Assistant Pension Administrator at Pollard & Associates, Inc.
Industry Financial Services
Experience
Pollard & Associates, Inc. October 2011 - Present
Synergy Financial Group July 2011 - October 2011
T. Rowe Price February 2005 - June 2011
Skills
Customer Service, Retirement, Payroll, Account Management, Trading, Accounts Payable, Accounts Receivable, Human Resources
Education
The Community College of Baltimore County 2000 — 2002
Patapsco High School & Center for the Arts
Pollard & Associates, Inc. October 2011 - Present
Synergy Financial Group July 2011 - October 2011
T. Rowe Price February 2005 - June 2011
Skills
Customer Service, Retirement, Payroll, Account Management, Trading, Accounts Payable, Accounts Receivable, Human Resources
Education
The Community College of Baltimore County 2000 — 2002
Patapsco High School & Center for the Arts
Steve Spurrier Steve Spurrier's Synergy Financial Group Experience May 2004 - Present
Job Partner Synergy Financial Group
Industry Financial Services
Experience
Synergy Financial Group May 2004 - Present
TermInsurance.com January 2004 - Present
Education
Towson University 1980 — 1985
BA, Business
Calvert Hall 1976 — 1980
Synergy Financial Group May 2004 - Present
TermInsurance.com January 2004 - Present
Education
Towson University 1980 — 1985
BA, Business
Calvert Hall 1976 — 1980
Heather Ludwig's Synergy Financial Group Experience October 2010 - August 2013
Job Assistant Property Manager at Highwoods Properties
Industry Real Estate
Experience
Highwoods Properties August 2013 - Present
Synergy Financial Group October 2010 - August 2013
Oxford Development Company August 2005 - October 2010
Skills
Real Estate license, Real Estate, Property Management, Leases, Microsoft Office, Real Estate Development, Tenant, Customer Service, Investment Properties, Real Estate License, Lease Administration
Education
California University of Pennsylvania 1997 — 2000
Bachelor of Liberal Arts, Communications
Highwoods Properties August 2013 - Present
Synergy Financial Group October 2010 - August 2013
Oxford Development Company August 2005 - October 2010
Skills
Real Estate license, Real Estate, Property Management, Leases, Microsoft Office, Real Estate Development, Tenant, Customer Service, Investment Properties, Real Estate License, Lease Administration
Education
California University of Pennsylvania 1997 — 2000
Bachelor of Liberal Arts, Communications
Nicholas Conroy Nicholas Conroy's Synergy Financial Group Experience 2014 - 2014
Job Penn State Graduate
Industry Information Technology and Services
Experience
The Charmer Sunbelt Group 2014 - 2014
Synergy Financial Group 2014 - 2014
Skills
Microsoft Word, Databases, Social Skills, Microsoft Excel, PowerPoint, CRM, Small Talk, Data Analysis, ArgoUML
Education
Penn State University 2011 — 2015
Bachelor’s Degree, Management Information Systems, General
The Charmer Sunbelt Group 2014 - 2014
Synergy Financial Group 2014 - 2014
Skills
Microsoft Word, Databases, Social Skills, Microsoft Excel, PowerPoint, CRM, Small Talk, Data Analysis, ArgoUML
Education
Penn State University 2011 — 2015
Bachelor’s Degree, Management Information Systems, General
Larry Leitch's Synergy Financial Group Experience May 2004 - Present
Job Partner Synergy Financial Group
Industry Financial Services
Experience
Synergy Financial Group May 2004 - Present
TermInsurance.com January 2004 - Present
First Financial Group January 1989 - April 2004
Education
The American College
ChFC
Indiana University of Pennsylvania 1982 — 1986
BS, Finance
Calvert Hall HS 1978 — 1982
The American College
CLU
Synergy Financial Group May 2004 - Present
TermInsurance.com January 2004 - Present
First Financial Group January 1989 - April 2004
Education
The American College
ChFC
Indiana University of Pennsylvania 1982 — 1986
BS, Finance
Calvert Hall HS 1978 — 1982
The American College
CLU
Diana Palewicz (McNamee)'s Synergy Financial Group Experience August 2004 - April 2008
Job Marketing & Website Coordinator at MedChi
Industry Marketing and Advertising
Experience
MedChi April 2008 - Present
Synergy Financial Group August 2004 - April 2008
M&T Bank January 2001 - August 2004
Skills
Marketing, Customer Service, Event Planning, Social Media Marketing, Microsoft Office, Social Media, Social Networking, Marketing Strategy, Marketing Communications, Account Management, Fundraising, Insurance, Administrative..., Advertising, Facebook, LinkedIn, Microsoft Excel, Microsoft Publisher, Microsoft Word, Outlook, Photography, Photoshop, PowerPoint, Press Releases, Twitter, Web Content Management, Website Updating, YouTube
Education
Towson University 2000 — 2004
BA, Marketing
MedChi April 2008 - Present
Synergy Financial Group August 2004 - April 2008
M&T Bank January 2001 - August 2004
Skills
Marketing, Customer Service, Event Planning, Social Media Marketing, Microsoft Office, Social Media, Social Networking, Marketing Strategy, Marketing Communications, Account Management, Fundraising, Insurance, Administrative..., Advertising, Facebook, LinkedIn, Microsoft Excel, Microsoft Publisher, Microsoft Word, Outlook, Photography, Photoshop, PowerPoint, Press Releases, Twitter, Web Content Management, Website Updating, YouTube
Education
Towson University 2000 — 2004
BA, Marketing
Donald Adam, CFA's Synergy Financial Group Experience December 2007 - April 2011
Job Portfolio Manager, TIAACREF Trust Co.
Industry Financial Services
Experience
TIAA-CREF April 2011 - Present
Synergy Financial Group December 2007 - April 2011
Northwestern Mutual May 2005 - November 2007
Mercantile Wealth Management and Trust 2004 - 2005
Skills
Chartered Financial..., Investments, Portfolio Management, Wealth Management, Mutual Funds, Financial Analysis, Asset Allocation, Financial Planning, Financial Services, Asset Management, Retirement Planning
Education
Loyola University Maryland 2006 — 2008
Master's, Finance
University of Maryland College Park 1996 — 2000
Bachelor's, Psychology
TIAA-CREF April 2011 - Present
Synergy Financial Group December 2007 - April 2011
Northwestern Mutual May 2005 - November 2007
Mercantile Wealth Management and Trust 2004 - 2005
Skills
Chartered Financial..., Investments, Portfolio Management, Wealth Management, Mutual Funds, Financial Analysis, Asset Allocation, Financial Planning, Financial Services, Asset Management, Retirement Planning
Education
Loyola University Maryland 2006 — 2008
Master's, Finance
University of Maryland College Park 1996 — 2000
Bachelor's, Psychology
Timothy Carne, CIMA's Synergy Financial Group Experience April 2012 - Present
Job Wealth Manager at Synergy Financial Group
Industry Financial Services
Experience
Synergy Financial Group April 2012 - Present
Merrill Lynch October 2006 - April 2012
SunTrust Bank June 1996 - October 2006
Skills
Custom Portfolio..., Retirement Income..., Healthcare Costs..., Financial Planning, Corporate Retirement..., Corporate Benefits...
Education
Towson University
Accounting
University of Maryland Baltimore County
Biochemistry
University of Maryland University College
Finance
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst
Synergy Financial Group April 2012 - Present
Merrill Lynch October 2006 - April 2012
SunTrust Bank June 1996 - October 2006
Skills
Custom Portfolio..., Retirement Income..., Healthcare Costs..., Financial Planning, Corporate Retirement..., Corporate Benefits...
Education
Towson University
Accounting
University of Maryland Baltimore County
Biochemistry
University of Maryland University College
Finance
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst
Kathy Rouleau's Synergy Financial Group Experience April 2004 - March 2012
Job Wall Designer at All Span Building Systems Ltd.
Industry Design
Experience
All Span Building Systems Ltd. July 2015 - Present
SAIT Polytechnic September 2013 - April 2015
Freedom 55 Financial December 2012 - July 2013
Synergy Financial Group April 2004 - March 2012
Skills
Drafting, Civil Drafting, Autocad, AutoCAD Civil 3D, AutoCAD Mechanical, Structural Design & ..., Microsoft Excel, Teamwork, Communication, Organization Skills, Accounting, Insurance, Invoicing, Process Piping Design, Customer Service, Microsoft Office, Mutual Funds, Administrative..., Risk Management, Retirement, Strategic Planning, Disability Insurance, Tax Preparation, QuickBooks, quicktax, Microsoft Word, Public Speaking, AutoCAD, Leadership, Financial Planning, Life Insurance
Education
Southern Alberta Institute of Technology 2013 — 2015
Engineering Drafting & Design (Honors)
All Span Building Systems Ltd. July 2015 - Present
SAIT Polytechnic September 2013 - April 2015
Freedom 55 Financial December 2012 - July 2013
Synergy Financial Group April 2004 - March 2012
Skills
Drafting, Civil Drafting, Autocad, AutoCAD Civil 3D, AutoCAD Mechanical, Structural Design & ..., Microsoft Excel, Teamwork, Communication, Organization Skills, Accounting, Insurance, Invoicing, Process Piping Design, Customer Service, Microsoft Office, Mutual Funds, Administrative..., Risk Management, Retirement, Strategic Planning, Disability Insurance, Tax Preparation, QuickBooks, quicktax, Microsoft Word, Public Speaking, AutoCAD, Leadership, Financial Planning, Life Insurance
Education
Southern Alberta Institute of Technology 2013 — 2015
Engineering Drafting & Design (Honors)
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY