Synergy Investment Group
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Synergy Investment Group Employees
Employee
Years
Job
Industry
Anthony Ghiglieri Anthony Ghiglieri's Synergy Investment Group Experience January 2011 - August 2011
Job AVP Premier Relationship Manager at HSBC
Industry Financial Services
Experience
HSBC February 2013 - Present
Cape Securities, Inc April 2012 - January 2013
Chase November 2011 - February 2012
Synergy Investment Group January 2011 - August 2011
Costco Wholesale October 2006 - October 2010
Skills
Credit, Finance, Financial Advisory, Financial Planning, Residential Mortgages, Sales, Series 7, Series 63, Life Insurance, Financial Services, Investments, Portfolio Management, Wealth Management, Retirement Planning, Financial Analysis, Retirement, Insurance, Relationship Management
Education
Dowling College 2005 — 2009
Associate's degree, Business Managment/Marketing
Suffolk County Community College 2007 — 2008
Associates Degree, Criminal Justice
Dowling College
Business Management and Marketing
Suffolk Community College
Associates Degree, Criminal Justice
HSBC February 2013 - Present
Cape Securities, Inc April 2012 - January 2013
Chase November 2011 - February 2012
Synergy Investment Group January 2011 - August 2011
Costco Wholesale October 2006 - October 2010
Skills
Credit, Finance, Financial Advisory, Financial Planning, Residential Mortgages, Sales, Series 7, Series 63, Life Insurance, Financial Services, Investments, Portfolio Management, Wealth Management, Retirement Planning, Financial Analysis, Retirement, Insurance, Relationship Management
Education
Dowling College 2005 — 2009
Associate's degree, Business Managment/Marketing
Suffolk County Community College 2007 — 2008
Associates Degree, Criminal Justice
Dowling College
Business Management and Marketing
Suffolk Community College
Associates Degree, Criminal Justice
Daniel Cullen Daniel Cullen's Synergy Investment Group Experience May 2005 - September 2009
Job Capital Markets Executive / Providence Financial
Industry Capital Markets
Experience
Providence Financial June 2013 - Present
Rockford Group September 2009 - Present
Synergy Investment Group May 2005 - September 2009
Merrill Lynch July 2004 - May 2005
NuTech Solutions December 1999 - July 2004
Raymond James Financial April 1999 - May 2001
Edward Jones & Co October 1986 - April 1999
Skills
Financial Analysis, Valuation, Capital Markets, Equities, Fixed Income, Portfolio Management, Investments, Equity Research, Finance, Financial Markets, Corporate Finance, Financial Modeling, Venture Capital, Mergers & Acquisitions, Alternative Investments, Start-ups, Asset Management, C-Level Relationships, C-Level Presentations, C-Level Negotiations, Creative Problem Solving, Private Equity Funding, Management
Education
Belmont Abbey College
Business Administration and Management, General
Columbia College
Business Administration and Management, General
Providence Financial June 2013 - Present
Rockford Group September 2009 - Present
Synergy Investment Group May 2005 - September 2009
Merrill Lynch July 2004 - May 2005
NuTech Solutions December 1999 - July 2004
Raymond James Financial April 1999 - May 2001
Edward Jones & Co October 1986 - April 1999
Skills
Financial Analysis, Valuation, Capital Markets, Equities, Fixed Income, Portfolio Management, Investments, Equity Research, Finance, Financial Markets, Corporate Finance, Financial Modeling, Venture Capital, Mergers & Acquisitions, Alternative Investments, Start-ups, Asset Management, C-Level Relationships, C-Level Presentations, C-Level Negotiations, Creative Problem Solving, Private Equity Funding, Management
Education
Belmont Abbey College
Business Administration and Management, General
Columbia College
Business Administration and Management, General
David Van Horn David Van Horn's Synergy Investment Group Experience January 2004 - March 2011
Job Financial Advisor at Capital Investment Companies
Industry Financial Services
Experience
Capital Investment Companies April 2011 - Present
Synergy Investment Group January 2004 - March 2011
Merrill Lynch September 2003 - December 2003
Morgan Stanley October 2001 - August 2003
Information Architects August 1997 - December 2000
Corning Cable Systems January 1997 - August 1997
GE December 1977 - January 1997
Skills
Investments, Financial..., Financial Advisory, Securities, Financial Goals, Mutual Funds, Wealth Management, Retirement, Series 7, Leadership, Financial Planning
Education
Lenoir-Rhyne College 1990 — 1993
Bachelor of Arts (B.A.), Computer Information Systems
East Burke High School 1974 — 1975
High School Graduate, College Preparatory
Capital Investment Companies April 2011 - Present
Synergy Investment Group January 2004 - March 2011
Merrill Lynch September 2003 - December 2003
Morgan Stanley October 2001 - August 2003
Information Architects August 1997 - December 2000
Corning Cable Systems January 1997 - August 1997
GE December 1977 - January 1997
Skills
Investments, Financial..., Financial Advisory, Securities, Financial Goals, Mutual Funds, Wealth Management, Retirement, Series 7, Leadership, Financial Planning
Education
Lenoir-Rhyne College 1990 — 1993
Bachelor of Arts (B.A.), Computer Information Systems
East Burke High School 1974 — 1975
High School Graduate, College Preparatory
Sandra Austin Sandra Austin's Synergy Investment Group Experience January 2008 - May 2011
Job Investment Advisory Representative at Lincoln Financial Securities
Industry Financial Services
Experience
Lincoln Financial Securities May 2011 - Present
Synergy Investment Group January 2008 - May 2011
BB&T September 2006 - December 2007
Skills
Life Insurance, Long Term Care Insurance, Securities, Investment Advisory, Financial Services, Insurance, Disability Insurance, Retirement Planning, Term Life Insurance, Fixed Annuities
Education
University of North Florida 1990 — 1995
Bachelor of Science (B.S.), Business Administration and Management, General
Caldwell Community College and Technical Institute 1988 — 1989
Lincoln Financial Securities May 2011 - Present
Synergy Investment Group January 2008 - May 2011
BB&T September 2006 - December 2007
Skills
Life Insurance, Long Term Care Insurance, Securities, Investment Advisory, Financial Services, Insurance, Disability Insurance, Retirement Planning, Term Life Insurance, Fixed Annuities
Education
University of North Florida 1990 — 1995
Bachelor of Science (B.S.), Business Administration and Management, General
Caldwell Community College and Technical Institute 1988 — 1989
Tim Bain Tim Bain's Synergy Investment Group Experience 1998 - October 2010
Job Experienced Financial Services Professional (and Avid Music Lover)
Industry Financial Services
Experience
Elledge : Bain : Sides : LLC October 2010 - Present
Spark Asset Management Group 2010 - Present
Music49 2003 - Present
JBS Liberty Securities, Inc. 2007 - October 2010
Synergy Investment Group 1998 - October 2010
LPL August 1997 - June 1999
Edward Jones June 1994 - August 1997
Education
North Carolina State University 1990 — 1994
Bachelor of Science (BS), Economics
North Carolina State University 1990 — 1994
Bachelor of Arts (B.A.), Business Management with a Finance Concentration
Elledge : Bain : Sides : LLC October 2010 - Present
Spark Asset Management Group 2010 - Present
Music49 2003 - Present
JBS Liberty Securities, Inc. 2007 - October 2010
Synergy Investment Group 1998 - October 2010
LPL August 1997 - June 1999
Edward Jones June 1994 - August 1997
Education
North Carolina State University 1990 — 1994
Bachelor of Science (BS), Economics
North Carolina State University 1990 — 1994
Bachelor of Arts (B.A.), Business Management with a Finance Concentration
John Vitale John Vitale's Synergy Investment Group Experience March 2000 - February 2001
Job Director, Business Development at Cardinal Health Specialty Solutions
Industry Pharmaceuticals
Experience
Cardinal Health Specialty Solutions October 2012 - Present
Response Genetics March 2012 - August 2012
Sanofi-Aventis June 2007 - January 2012
Sanofi-aventis Pharmaceuticals April 2005 - June 2007
Sanofi June 2002 - April 2005
Arrow Electronics February 2001 - April 2002
Synergy Investment Group March 2000 - February 2001
Edgetrade Securities February 1999 - February 2000
Natsource: Institutional Energy Brokers May 1997 - August 1998
Skills
Oncology, Pharmaceutical Industry, Managed Care, Pharmaceutical Sales, Urology
Education
Hofstra University 2006 — 2010
Triple Masters of Business Administration, Management, Finance, and Health Services Managment
North Carolina State University 1995 — 1997
Bachelor of Science, Business Management; Human Resources
Cardinal Health Specialty Solutions October 2012 - Present
Response Genetics March 2012 - August 2012
Sanofi-Aventis June 2007 - January 2012
Sanofi-aventis Pharmaceuticals April 2005 - June 2007
Sanofi June 2002 - April 2005
Arrow Electronics February 2001 - April 2002
Synergy Investment Group March 2000 - February 2001
Edgetrade Securities February 1999 - February 2000
Natsource: Institutional Energy Brokers May 1997 - August 1998
Skills
Oncology, Pharmaceutical Industry, Managed Care, Pharmaceutical Sales, Urology
Education
Hofstra University 2006 — 2010
Triple Masters of Business Administration, Management, Finance, and Health Services Managment
North Carolina State University 1995 — 1997
Bachelor of Science, Business Management; Human Resources
Adam Redd Adam Redd's Synergy Investment Group Experience May 2003 - August 2003
Job Primrose Schools
Industry Marketing and Advertising
Experience
Primrose Schools March 2014 - Present
Verizon Telematics, Inc. August 2011 - February 2014
Kauffman Tire December 2008 - July 2011
Kauffman Tire November 2006 - December 2008
Kauffman Tire September 2005 - November 2006
Maxxis International March 2004 - September 2005
Synergy Investment Group May 2003 - August 2003
Bennigan’s July 1999 - May 2003
Skills
E-commerce, Email Marketing, Market Planning, Market Research, Trade Shows, Sponsorship, Radio, Newspaper, Negotiation, Pricing, Marketing Strategy, Marketing, Advertising, Account Management, Direct Marketing, Sales, Retail, Strategic Planning, New Business Development, Sales Management, CRM, Sales Operations, Social Media, Leadership, Strategy, Team Management, Multi-channel Marketing, Management
Education
University of Georgia - Terry College of Business 1998 — 2003
Bachelor of Business Administration (BBA), Marketing
dunwoody high school
Primrose Schools March 2014 - Present
Verizon Telematics, Inc. August 2011 - February 2014
Kauffman Tire December 2008 - July 2011
Kauffman Tire November 2006 - December 2008
Kauffman Tire September 2005 - November 2006
Maxxis International March 2004 - September 2005
Synergy Investment Group May 2003 - August 2003
Bennigan’s July 1999 - May 2003
Skills
E-commerce, Email Marketing, Market Planning, Market Research, Trade Shows, Sponsorship, Radio, Newspaper, Negotiation, Pricing, Marketing Strategy, Marketing, Advertising, Account Management, Direct Marketing, Sales, Retail, Strategic Planning, New Business Development, Sales Management, CRM, Sales Operations, Social Media, Leadership, Strategy, Team Management, Multi-channel Marketing, Management
Education
University of Georgia - Terry College of Business 1998 — 2003
Bachelor of Business Administration (BBA), Marketing
dunwoody high school
Dorance D Greer III Dorance D Greer III's Synergy Investment Group Experience October 2009 - April 2012
Job Estate, Health and Long Term Care Planner at BLHP LLC
Industry Financial Services
Experience
Best Life Heath Producers LLC April 2012 - Present
Synergy Investment Group October 2009 - April 2012
Synergy Investment Group October 2009 - March 2012
GCG Wealth Management November 2005 - October 2009
Skills
Sailing, Shag Dancing, Fitness, Investments, IRAs, Long-term Care, Securities, Retirement Planning, 401k, Insurance, Retirement, Fixed Annuities, Wealth Management, Long Term Care Insurance, Term Life Insurance, Series 7, Strategic Financial..., Medicare, Estate Planning, Disability Insurance, Life Insurance, Financial Planning, Employee Benefits, Strategic Planning
Education
Arizona State University 1963 — 1967
3 years, Languages/Business
Best Life Heath Producers LLC April 2012 - Present
Synergy Investment Group October 2009 - April 2012
Synergy Investment Group October 2009 - March 2012
GCG Wealth Management November 2005 - October 2009
Skills
Sailing, Shag Dancing, Fitness, Investments, IRAs, Long-term Care, Securities, Retirement Planning, 401k, Insurance, Retirement, Fixed Annuities, Wealth Management, Long Term Care Insurance, Term Life Insurance, Series 7, Strategic Financial..., Medicare, Estate Planning, Disability Insurance, Life Insurance, Financial Planning, Employee Benefits, Strategic Planning
Education
Arizona State University 1963 — 1967
3 years, Languages/Business
Lorna Felts Lorna Felts's Synergy Investment Group Experience January 1999 - April 2001
Job Manager, Financial Services at The Prudential Insurance Company of America
Industry Financial Services
Experience
The Prudential Insurance Company of America August 2013 - Present
The Principal Financial Group April 2012 - August 2013
Felts Financial April 2001 - August 2013
Felts Financial April 2001 - April 2012
Synergy Investment Group January 1999 - April 2001
Education
Montreat College 1998 — 2002
BS, Business Administration
South Rowan
The Prudential Insurance Company of America August 2013 - Present
The Principal Financial Group April 2012 - August 2013
Felts Financial April 2001 - August 2013
Felts Financial April 2001 - April 2012
Synergy Investment Group January 1999 - April 2001
Education
Montreat College 1998 — 2002
BS, Business Administration
South Rowan
Laleh Beijan's Synergy Investment Group Experience 2000 - 2001
Job Account Executive at Northern Virginia Media Services
Industry Marketing and Advertising
Experience
Northern Virginia Media Services August 2015 - Present
MTLM March 2014 - Present
Carrington Mortgage Services, Mortgage Lending Division November 2014 - June 2015
Media Marketing January 2013 - August 2014
1st Choice Mortgage April 2011 - March 2012
Hybrid Capital Inc. 2012 - 2012
Tidewater Home Mortgage Group, Inc May 2010 - April 2011
Synergy Investment Group 2000 - 2001
Skills
Sales, Strategy, Networking, Referrals, Customer Service, Team Building, Recruiting, Finance, Banking, Commercial Lending, Residential Mortgages, Investments, Real Estate Transactions, First Time Home Buyers, Residential Homes
Education
Old Dominion University 2002 — 2006
Bachelor of Sciences, Counseling
https://www.stuarthallschool.org/ 1986 — 1988
none, Mischief & Mayhem
Northern Virginia Media Services August 2015 - Present
MTLM March 2014 - Present
Carrington Mortgage Services, Mortgage Lending Division November 2014 - June 2015
Media Marketing January 2013 - August 2014
1st Choice Mortgage April 2011 - March 2012
Hybrid Capital Inc. 2012 - 2012
Tidewater Home Mortgage Group, Inc May 2010 - April 2011
Synergy Investment Group 2000 - 2001
Skills
Sales, Strategy, Networking, Referrals, Customer Service, Team Building, Recruiting, Finance, Banking, Commercial Lending, Residential Mortgages, Investments, Real Estate Transactions, First Time Home Buyers, Residential Homes
Education
Old Dominion University 2002 — 2006
Bachelor of Sciences, Counseling
https://www.stuarthallschool.org/ 1986 — 1988
none, Mischief & Mayhem
Chad Mangum Chad Mangum's Synergy Investment Group Experience January 2008 - March 2009
Job Investment Advisor Representative at Transamerica Financial Advisors
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. October 2014 - Present
Safe Retirement Planners, LLC August 2006 - Present
Invest Financial March 2009 - October 2014
Synergy Investment Group January 2008 - March 2009
W. H. Colson Securities, INC February 2007 - December 2007
Ferraro Foods January 2003 - March 2006
US Army May 1994 - June 1996
Skills
Hiring, Recruiting, Retirement, Fixed Annuities, Financial Advisory, Mutual Funds, Investments, Uniform Combined State..., Retirement Plan..., Separately Managed..., Strategic Financial..., Variable Annuities, 401k, Retirement Planning, Marketing, Estate Planning, Insurance, Series 6, Disability Insurance, Securities, Strategic Planning, Series 63, Investment Advisory, Life Insurance, Long-term Care, Series 65, Wealth Management, Independent Financial..., Securities License, Licensed Life & Health..., Managed Money, 401k Rollovers, Retirement Savings, Savings, Income Protection, Personal Financial..., Roth IRA, IRAs, Financial Services, Investment Strategies, Asset Allocation, FINRA, Employee Benefits, Pensions, Wealth Accumulation, Alternative Investments, College Savings Plans, Long Term Care Insurance, Financial Planners, ETFs
Education
UNCC 1991 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
North Georgia College and State University 1991 — 1992
General Studies
Camden Military Academy 1988 — 1991
Transamerica Financial Advisors, Inc. October 2014 - Present
Safe Retirement Planners, LLC August 2006 - Present
Invest Financial March 2009 - October 2014
Synergy Investment Group January 2008 - March 2009
W. H. Colson Securities, INC February 2007 - December 2007
Ferraro Foods January 2003 - March 2006
US Army May 1994 - June 1996
Skills
Hiring, Recruiting, Retirement, Fixed Annuities, Financial Advisory, Mutual Funds, Investments, Uniform Combined State..., Retirement Plan..., Separately Managed..., Strategic Financial..., Variable Annuities, 401k, Retirement Planning, Marketing, Estate Planning, Insurance, Series 6, Disability Insurance, Securities, Strategic Planning, Series 63, Investment Advisory, Life Insurance, Long-term Care, Series 65, Wealth Management, Independent Financial..., Securities License, Licensed Life & Health..., Managed Money, 401k Rollovers, Retirement Savings, Savings, Income Protection, Personal Financial..., Roth IRA, IRAs, Financial Services, Investment Strategies, Asset Allocation, FINRA, Employee Benefits, Pensions, Wealth Accumulation, Alternative Investments, College Savings Plans, Long Term Care Insurance, Financial Planners, ETFs
Education
UNCC 1991 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
North Georgia College and State University 1991 — 1992
General Studies
Camden Military Academy 1988 — 1991
Matt Chaney's Synergy Investment Group Experience June 1997 - February 2000
Job Cargill
Industry Food Production
Experience
Cargill January 2014 - Present
Honeywell September 2010 - January 2014
Honeywell November 2007 - September 2010
Honeywell November 2005 - November 2007
Progress Energy September 2004 - November 2005
Florida Power & Light August 2001 - September 2004
Fleet Boston Financial February 2000 - May 2001
Synergy Investment Group June 1997 - February 2000
Skills
Process Improvement, Change Management, Financial Analysis, Project Management, Cross-functional Team..., Enterprise Software, Product Management, Customer Service, Sales Management, Sales, E-commerce, Product Development, Data Analysis, SAP R/3, SAP, Program Management, Financial Markets, Customer Relations, Relationship Development, Tableau, Microsoft Excel, Commodity Markets, Analysis, Leadership, Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1997
Bachelor of Science, Business Administration
Cargill January 2014 - Present
Honeywell September 2010 - January 2014
Honeywell November 2007 - September 2010
Honeywell November 2005 - November 2007
Progress Energy September 2004 - November 2005
Florida Power & Light August 2001 - September 2004
Fleet Boston Financial February 2000 - May 2001
Synergy Investment Group June 1997 - February 2000
Skills
Process Improvement, Change Management, Financial Analysis, Project Management, Cross-functional Team..., Enterprise Software, Product Management, Customer Service, Sales Management, Sales, E-commerce, Product Development, Data Analysis, SAP R/3, SAP, Program Management, Financial Markets, Customer Relations, Relationship Development, Tableau, Microsoft Excel, Commodity Markets, Analysis, Leadership, Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1997
Bachelor of Science, Business Administration
Matt DeVries, CFA's Synergy Investment Group Experience March 2010 - March 2011
Job Portfolio Manager at Bragg Financial
Industry Financial Services
Experience
Bragg Financial Advisors September 2015 - Present
Linden Thomas & Co. December 2012 - August 2015
T3 Trading Group, LLC July 2012 - December 2012
TradeKing March 2011 - July 2012
Synergy Investment Group March 2010 - March 2011
Fountain Rock Capital January 2004 - November 2009
Skills
Equities, Portfolio Management, Risk Management, FINRA, Series 24, Trading, Finance, Analytics, Investment Research, Portfolio Optimization, Model Portfolios, Financial Analysis, Fixed Income Strategies, Equity Research, Options, Options Strategies, Index Options, Wealth Management, Strategic Planning, Chartered Financial..., Separately Managed..., Capital Markets, Vlookup, Morningstar, Bloomberg, Zephyr Style Advisor, Asset Management, Alternative Investments, Microsoft Excel, Risk Analytics
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2003
Bachelor of Science (BS), Business Administration and Management, General
University of North Carolina at Chapel Hill
Bragg Financial Advisors September 2015 - Present
Linden Thomas & Co. December 2012 - August 2015
T3 Trading Group, LLC July 2012 - December 2012
TradeKing March 2011 - July 2012
Synergy Investment Group March 2010 - March 2011
Fountain Rock Capital January 2004 - November 2009
Skills
Equities, Portfolio Management, Risk Management, FINRA, Series 24, Trading, Finance, Analytics, Investment Research, Portfolio Optimization, Model Portfolios, Financial Analysis, Fixed Income Strategies, Equity Research, Options, Options Strategies, Index Options, Wealth Management, Strategic Planning, Chartered Financial..., Separately Managed..., Capital Markets, Vlookup, Morningstar, Bloomberg, Zephyr Style Advisor, Asset Management, Alternative Investments, Microsoft Excel, Risk Analytics
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2003
Bachelor of Science (BS), Business Administration and Management, General
University of North Carolina at Chapel Hill
Margot Davis's Synergy Investment Group Experience November 2001 - Present
Job Owner, Synergy Business Advisors
Industry Financial Services
Experience
Synergy Business Advisors January 2006 - Present
Synergy Business Associates, LLC January 2006 - Present
Synergy Investment Group November 2001 - Present
Blue Cross & Blue Shield of Arizona October 1989 - April 2000
Arizona State University October 1986 - October 1986
Education
University of Rochester
B.A., Political Science
York University
M.B.A., Finance
Synergy Business Advisors January 2006 - Present
Synergy Business Associates, LLC January 2006 - Present
Synergy Investment Group November 2001 - Present
Blue Cross & Blue Shield of Arizona October 1989 - April 2000
Arizona State University October 1986 - October 1986
Education
University of Rochester
B.A., Political Science
York University
M.B.A., Finance
Ben Keith's Synergy Investment Group Experience 2006 - 2008
Job Regional Director of Sales at Granite Retirement Services
Industry Financial Services
Experience
Granite Retirement Services April 2015 - Present
Curian Capital December 2010 - March 2015
Music City Business Solutions, Inc. 2010 - January 2011
Principal Financial Group January 2008 - June 2009
Synergy Investment Group 2006 - 2008
Ameriprise Financial 2004 - 2006
Skills
Retirement Planning, Series 7, Investments, Training, Financial Advisory, Mutual Funds, Alternative Investments, Strategic Financial..., Retirement, Asset Management, 401k, Series 63, Sales, FINRA, Portfolio Management, Financial Services, Employee Benefits, Securities, Series 24, Finance, Management, Financial Planning
Education
Belmont University 1997 — 2001
Bachelor of Business Administration (BBA)
Granite Retirement Services April 2015 - Present
Curian Capital December 2010 - March 2015
Music City Business Solutions, Inc. 2010 - January 2011
Principal Financial Group January 2008 - June 2009
Synergy Investment Group 2006 - 2008
Ameriprise Financial 2004 - 2006
Skills
Retirement Planning, Series 7, Investments, Training, Financial Advisory, Mutual Funds, Alternative Investments, Strategic Financial..., Retirement, Asset Management, 401k, Series 63, Sales, FINRA, Portfolio Management, Financial Services, Employee Benefits, Securities, Series 24, Finance, Management, Financial Planning
Education
Belmont University 1997 — 2001
Bachelor of Business Administration (BBA)
Eric Lichtenstein's Synergy Investment Group Experience November 2007 - April 2009
Job Manager
Industry Retail
Experience
Whole Foods Market January 2009 - Present
LBS FinancialServices LLC August 2007 - July 2009
Synergy Investment Group November 2007 - April 2009
Bear Wagner Specialists February 2001 - March 2007
Bear Wagner Specialists March 2002 - February 2007
Bear Wagner 2002 - 2007
Susquehanna Specialists October 1999 - February 2002
Susquehanna International Group January 1999 - January 2002
Susquehanna Specialists, Inc. (NYSE) 1999 - 2002
Education
State University of New York College at Oswego 1986 — 1990
Bachelor of Arts (B.A.), Public Justice/Political Science
State University of New York College at Oswego 1986 — 1990
BA, Public Justice/Political Science
hamilton 1980 — 1985
pulaski 1973 — 1980
New York University
Whole Foods Market January 2009 - Present
LBS FinancialServices LLC August 2007 - July 2009
Synergy Investment Group November 2007 - April 2009
Bear Wagner Specialists February 2001 - March 2007
Bear Wagner Specialists March 2002 - February 2007
Bear Wagner 2002 - 2007
Susquehanna Specialists October 1999 - February 2002
Susquehanna International Group January 1999 - January 2002
Susquehanna Specialists, Inc. (NYSE) 1999 - 2002
Education
State University of New York College at Oswego 1986 — 1990
Bachelor of Arts (B.A.), Public Justice/Political Science
State University of New York College at Oswego 1986 — 1990
BA, Public Justice/Political Science
hamilton 1980 — 1985
pulaski 1973 — 1980
New York University
William Ha's Synergy Investment Group Experience June 2006 - June 2007
Job Federal IT Specialist at USDA
Industry Information Technology and Services
Experience
USDA June 2013 - Present
CD Warehouse June 2006 - July 2007
Synergy Investment Group June 2006 - June 2007
GameStop May 2005 - June 2007
United States Department of Agriculture May 2005 - January 2007
Skills
Portfolio Management, Asset Management, Investments, Equities, Financial Analysis, Trading, Finance, Strategic Financial..., Securities, Wealth Management, Business Strategy, Strategic Planning, Insurance, Mergers & Acquisitions, Series 7, Financial Advisory, Project Management
Education
Wake Technical Community College 2012 — 2014
Associate of Science (A.S.), Computer and Information Systems Security/Information Assurance
University of North Carolina at Pembroke 2002 — 2004
USDA June 2013 - Present
CD Warehouse June 2006 - July 2007
Synergy Investment Group June 2006 - June 2007
GameStop May 2005 - June 2007
United States Department of Agriculture May 2005 - January 2007
Skills
Portfolio Management, Asset Management, Investments, Equities, Financial Analysis, Trading, Finance, Strategic Financial..., Securities, Wealth Management, Business Strategy, Strategic Planning, Insurance, Mergers & Acquisitions, Series 7, Financial Advisory, Project Management
Education
Wake Technical Community College 2012 — 2014
Associate of Science (A.S.), Computer and Information Systems Security/Information Assurance
University of North Carolina at Pembroke 2002 — 2004
Jim Avola's Synergy Investment Group Experience August 2007 - November 2009
Job Team Sales at BrandRPM
Industry Apparel & Fashion
Experience
Trade Wall Street Financial January 2010 - August 2012
Synergy Investment Group August 2007 - November 2009
Synergy Investment Group August 2007 - November 2009
Skills
Equities, Investments, Entrepreneurship, Financial Analysis, Portfolio Management, Mergers & Acquisitions
Education
Davidson College 2003 — 2007
B.S., Psychology
Newark Academy
Trade Wall Street Financial January 2010 - August 2012
Synergy Investment Group August 2007 - November 2009
Synergy Investment Group August 2007 - November 2009
Skills
Equities, Investments, Entrepreneurship, Financial Analysis, Portfolio Management, Mergers & Acquisitions
Education
Davidson College 2003 — 2007
B.S., Psychology
Newark Academy
James Schuster's Synergy Investment Group Experience 2010 - 2013
Job DSL Tester at Bell Canada
Industry Information Technology and Services
Experience
Bell Canada September 2000 - Present
Synergy Investment Group 2010 - 2013
T. Eaton Co. September 1979 - December 1999
Skills
Troubleshooting, Business Analysis, Strategic Planning, DSL, Social Media, Marketing Strategy, Digital Marketing, Marketing Communications, Digital Strategy, Integrated Marketing, Analysis, Sales, Product Management, Team Leadership, Leadership, Public Speaking
Education
Mohawk College 1999 — 2000
Two Year Diploma, Computer Science, Networking and Hardware
McMaster University 1975 — 1979
B.A., History
Bell Canada September 2000 - Present
Synergy Investment Group 2010 - 2013
T. Eaton Co. September 1979 - December 1999
Skills
Troubleshooting, Business Analysis, Strategic Planning, DSL, Social Media, Marketing Strategy, Digital Marketing, Marketing Communications, Digital Strategy, Integrated Marketing, Analysis, Sales, Product Management, Team Leadership, Leadership, Public Speaking
Education
Mohawk College 1999 — 2000
Two Year Diploma, Computer Science, Networking and Hardware
McMaster University 1975 — 1979
B.A., History
Joshua Cedarholm, MBA's Synergy Investment Group Experience January 2004 - March 2004
Job Platoon Leader
Industry Military
Experience
California Army National Guard January 2009 - Present
California Army National Guard January 2008 - Present
ARMY ROTC August 2006 - September 2008
Army ROTC 2006 - 2008
Synergy Investment Group January 2004 - March 2004
Skills
Leadership, Training, Management, Personnel Management, Army, Human Resources, Logistics, Military, Leadership Development, Team Building, Security Clearance
Education
Vanguard University of Southern California 2002 — 2006
BA, Business Administration
Azusa Pacific University
M.B.A, Economics, Marketing, Finance
California Army National Guard January 2009 - Present
California Army National Guard January 2008 - Present
ARMY ROTC August 2006 - September 2008
Army ROTC 2006 - 2008
Synergy Investment Group January 2004 - March 2004
Skills
Leadership, Training, Management, Personnel Management, Army, Human Resources, Logistics, Military, Leadership Development, Team Building, Security Clearance
Education
Vanguard University of Southern California 2002 — 2006
BA, Business Administration
Azusa Pacific University
M.B.A, Economics, Marketing, Finance
Nick Legault's Synergy Investment Group Experience February 2010 - Present
Job President, Building Investments
Industry Real Estate
Experience
Building Investments Real Estate. Real Wealth October 2008 - Present
Synergy Investment Group February 2010 - Present
The Real Estate Investment Network Ltd. November 2013 - Present
Ottawa Real Estate Investment Organization 2008 - Present
Skills
Investment Properties, Real Estate, Investments, Marketing, Business Development, Negotiation, Finance, Entrepreneurship, Training, Investors, Portfolio Management, Marketing Strategy, Team Leadership, Real Estate Investor, Apartments
Education
University of Ottawa / Université d'Ottawa 2003 — 2008
Bachelor, Business Administration, Finance, Engineering
Building Investments Real Estate. Real Wealth October 2008 - Present
Synergy Investment Group February 2010 - Present
The Real Estate Investment Network Ltd. November 2013 - Present
Ottawa Real Estate Investment Organization 2008 - Present
Skills
Investment Properties, Real Estate, Investments, Marketing, Business Development, Negotiation, Finance, Entrepreneurship, Training, Investors, Portfolio Management, Marketing Strategy, Team Leadership, Real Estate Investor, Apartments
Education
University of Ottawa / Université d'Ottawa 2003 — 2008
Bachelor, Business Administration, Finance, Engineering
D. Anne Nance's Synergy Investment Group Experience November 2004 - March 2012
Job Accounting Technician at Piedmont Triad Regional Council
Industry Investment Management
Experience
Piedmont Triad Regional Council August 2012 - Present
Synergy Investment Group November 2004 - March 2012
Gulistan Carpet Inc January 1998 - January 2003
Skills
Microsoft Excel, Microsoft Word, QuickBooks, Xtiva, Data Entry, ADP ezLaborManager, ADP Payroll, Payroll
Education
Mitchell Community College 2003 — 2004
Associate, Accounting
Western Carolina University 1981 — 1987
Bachelor, Science Industrial Technology and Occupational Safety Certification
Piedmont Triad Regional Council August 2012 - Present
Synergy Investment Group November 2004 - March 2012
Gulistan Carpet Inc January 1998 - January 2003
Skills
Microsoft Excel, Microsoft Word, QuickBooks, Xtiva, Data Entry, ADP ezLaborManager, ADP Payroll, Payroll
Education
Mitchell Community College 2003 — 2004
Associate, Accounting
Western Carolina University 1981 — 1987
Bachelor, Science Industrial Technology and Occupational Safety Certification
Mark Wesley's Synergy Investment Group Experience 2000 - 2009
Job Lead BD Principal at MetLife
Industry Financial Services
Experience
MetLife April 2015 - Present
LPL Financial October 2014 - April 2015
ViewTrade Securities July 2013 - July 2014
Celadon Financial Group LLC September 2012 - July 2013
TWS Financial LLC October 2009 - September 2012
Synergy Investment Group 2000 - 2009
Suretrade Inc. 1998 - 2000
Skills
Equities, Series 7, Trading Systems, Trading, Fixed Income, Options, Equity Trading, Bloomberg, Automated Trading, Solution Orientated, Multi Tasking, Time Management, Organization, Financial Markets, Securities, Investments, Finance, Financial Services, Asset Management, Series 63, Portfolio Management, Mutual Funds, Management, Risk Management, Financial Risk, Alternative Investments
Education
Marist College 1991 — 1995
Bachelor of Science (B.S.), Mathematics; Business minor
MetLife April 2015 - Present
LPL Financial October 2014 - April 2015
ViewTrade Securities July 2013 - July 2014
Celadon Financial Group LLC September 2012 - July 2013
TWS Financial LLC October 2009 - September 2012
Synergy Investment Group 2000 - 2009
Suretrade Inc. 1998 - 2000
Skills
Equities, Series 7, Trading Systems, Trading, Fixed Income, Options, Equity Trading, Bloomberg, Automated Trading, Solution Orientated, Multi Tasking, Time Management, Organization, Financial Markets, Securities, Investments, Finance, Financial Services, Asset Management, Series 63, Portfolio Management, Mutual Funds, Management, Risk Management, Financial Risk, Alternative Investments
Education
Marist College 1991 — 1995
Bachelor of Science (B.S.), Mathematics; Business minor
Richard Weemhoff's Synergy Investment Group Experience July 2009 - March 2010
Job Assistant Vice President at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2013 - Present
LPL Financial March 2010 - January 2013
Synergy Investment Group July 2009 - March 2010
Skills
Compliance, Alternative Investments, Equity Trading, Regulatory Affairs
Education
University of North Carolina at Charlotte
Bachelor of Arts (BA), English Language and Literature, General
LPL Financial January 2013 - Present
LPL Financial March 2010 - January 2013
Synergy Investment Group July 2009 - March 2010
Skills
Compliance, Alternative Investments, Equity Trading, Regulatory Affairs
Education
University of North Carolina at Charlotte
Bachelor of Arts (BA), English Language and Literature, General