The Acacia Group
Description
The Acacia Life Insurance Company was established in 1867 as a mutual insurance company, owned by its policyowners. Its headquarters were in Washington, D.C., United States In 1997, it formed a mutual insurance holding company, Acacia Mutual Holding Company of Washington, D.C. Headquarters: Bethesda, MD Founded: 1998
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The Acacia Group Employees
Employee
Years
Job
Industry
Jay R. Penney, CFP, CFA Jay R. Penney, CFP, CFA's The Acacia Group Experience 1987 - 2000
Job Wealth Manager with Jay R. Penney, L.L.C.
Industry Financial Services
Experience
Jay R. Penney, LLC April 2000 - Present
U.S. Fiduciary 2007 - 2008
The Acacia Group 1987 - 2000
CIGNA Individual Financial Services Company June 1983 - October 1987
Skills
Wealth Management, Securities, LLC, Retirement Planning, Estate Planning, Retirement, Fixed Annuities, IRAs, Investment Advisory, Long-term Care, Wealth, 401k, Strategic Financial..., Asset Allocation, Investments
Education
University of Massachusetts, Amherst 1975 — 1978
Belmont High School 1971 — 1974
Jay R. Penney, LLC April 2000 - Present
U.S. Fiduciary 2007 - 2008
The Acacia Group 1987 - 2000
CIGNA Individual Financial Services Company June 1983 - October 1987
Skills
Wealth Management, Securities, LLC, Retirement Planning, Estate Planning, Retirement, Fixed Annuities, IRAs, Investment Advisory, Long-term Care, Wealth, 401k, Strategic Financial..., Asset Allocation, Investments
Education
University of Massachusetts, Amherst 1975 — 1978
Belmont High School 1971 — 1974
Ryan Garrison Ryan Garrison's The Acacia Group Experience August 1998 - January 1999
Job Director of Operations at United Capital Financial Advisers, LLC
Industry Financial Services
Experience
United Capital Financial Advisers, LLC October 2013 - Present
Brotherton Investment Consultants February 1999 - September 2013
The Acacia Group August 1998 - January 1999
Insight June 1998 - July 1998
Chase June 1993 - May 1998
Skills
Wealth Management, Portfolio Management, Strategic Planning, Process Improvement
Education
Arizona State University 2006 — 2008
Master of Business Administration (MBA)
Arizona State University 1994 — 1998
Bachelor of Science (B.S.), Accounting and Finance
United Capital Financial Advisers, LLC October 2013 - Present
Brotherton Investment Consultants February 1999 - September 2013
The Acacia Group August 1998 - January 1999
Insight June 1998 - July 1998
Chase June 1993 - May 1998
Skills
Wealth Management, Portfolio Management, Strategic Planning, Process Improvement
Education
Arizona State University 2006 — 2008
Master of Business Administration (MBA)
Arizona State University 1994 — 1998
Bachelor of Science (B.S.), Accounting and Finance
Wayne P. Voogd Wayne P. Voogd's The Acacia Group Experience 1991 - 1993
Job Business Improvement Expert | Certified Business Coach & Trainer | Business Owner | Entrepreneur
Industry Professional Training & Coaching
Experience
Insight Business Strategies, Inc. September 2012 - Present
FocalPoint September 2012 - Present
Brandes Investment Partners June 1996 - December 2011
Home Savings of America 1995 - 1996
The Acacia Group and Calvert Securities 1993 - 1995
The Acacia Group 1991 - 1993
Skills
Strategic Planning, Team Building, Customer Service, Business Strategy, Coaching, Trust and Integrity, Business Acumen, Communication, Conflict Management, Customer Focus, Managing Change, Performance Management, Problem Solving, Strategic Leadership, Change Management, Talent Management, Management, Training, Leadership, Budgets, Investment Management, Marketing Strategy, Sales, Mutual Funds, Value Investing, Portfolio Management, Investments, Finance, Forecasting, Program Management, Team Leadership, Business Planning, Management Consulting, Time Management, Business Coaching, Analysis, Start-ups, Small Business, Strategy, Financial Analysis, Public Speaking, Investment Strategies, Leadership Development, Personal Development, Asset Allocation, Executive Coaching, Process Improvement
Education
San Diego State University-California State University 1989 — 1994
Bachelor of Science (BS), Business Administration - Financial Services
Insight Business Strategies, Inc. September 2012 - Present
FocalPoint September 2012 - Present
Brandes Investment Partners June 1996 - December 2011
Home Savings of America 1995 - 1996
The Acacia Group and Calvert Securities 1993 - 1995
The Acacia Group 1991 - 1993
Skills
Strategic Planning, Team Building, Customer Service, Business Strategy, Coaching, Trust and Integrity, Business Acumen, Communication, Conflict Management, Customer Focus, Managing Change, Performance Management, Problem Solving, Strategic Leadership, Change Management, Talent Management, Management, Training, Leadership, Budgets, Investment Management, Marketing Strategy, Sales, Mutual Funds, Value Investing, Portfolio Management, Investments, Finance, Forecasting, Program Management, Team Leadership, Business Planning, Management Consulting, Time Management, Business Coaching, Analysis, Start-ups, Small Business, Strategy, Financial Analysis, Public Speaking, Investment Strategies, Leadership Development, Personal Development, Asset Allocation, Executive Coaching, Process Improvement
Education
San Diego State University-California State University 1989 — 1994
Bachelor of Science (BS), Business Administration - Financial Services
Shelton Jones, CFP® Shelton Jones, CFP®'s The Acacia Group Experience January 1985 - January 1986
Job Vice President of Sales
Industry Financial Services
Experience
Resource Real Estate January 2011 - November 2014
LEAF Financial Corporation December 2007 - February 2010
CNL Securities Corporation January 1998 - January 2007
Mutual Service Corporation January 1987 - January 1997
The Acacia Group January 1985 - January 1986
Skills
Series 7
Education
College for Financial Planning
Certified Financial Planner®
University of Central Florida
Bachelors, Accounting
Leeward Community College 1975 — 1977
Associates
Resource Real Estate January 2011 - November 2014
LEAF Financial Corporation December 2007 - February 2010
CNL Securities Corporation January 1998 - January 2007
Mutual Service Corporation January 1987 - January 1997
The Acacia Group January 1985 - January 1986
Skills
Series 7
Education
College for Financial Planning
Certified Financial Planner®
University of Central Florida
Bachelors, Accounting
Leeward Community College 1975 — 1977
Associates
Jeff Burg Jeff Burg's The Acacia Group Experience 1997 - 2000
Job Divisional Vice President / Annuity Wholesaler at AIG
Industry Financial Services
Experience
AIG October 2007 - Present
Transamerica Retirement Services May 2005 - October 2007
Sportvision August 1999 - October 2005
Wachovia Retirement Services December 2002 - May 2005
KeyBank / McDonald Investments October 2001 - December 2002
The Acacia Group 1997 - 2000
Education
Arizona State University 1996 — 2000
AIG October 2007 - Present
Transamerica Retirement Services May 2005 - October 2007
Sportvision August 1999 - October 2005
Wachovia Retirement Services December 2002 - May 2005
KeyBank / McDonald Investments October 2001 - December 2002
The Acacia Group 1997 - 2000
Education
Arizona State University 1996 — 2000
Carl Kunzmann Carl Kunzmann's The Acacia Group Experience November 1992 - December 1999
Job CEO at Iron Gate Technology, Inc.
Industry Information Technology and Services
Experience
Iron Gate Technology January 2012 - Present
Pittsburgh Based - Managed IT Services Firm January 2003 - December 2011
Communication Systems PA January 2002 - December 2002
Network Resources January 2001 - December 2001
2nd Century Communications Inc January 2000 - December 2000
The Acacia Group November 1992 - December 1999
Skills
Managed Services, Backup Solutions, Disaster Recovery, Business Continuity, Network Administration, Network Security, Cloud Computing, Data Center, Virtualization, Hyper-V, NAS, Microsoft, Mac OS, Linux, Active Directory, Servers, Storage, Integration, IT Service Management, IT Management, Network Design, WAN, Firewalls, Sonicwall, Switches, HP Procurve, VPN, Lenovo, Dell PowerEdge Servers, Spam Filtering, iPhone, Blackberry Enterprise..., Postini, vipre, Management Science..., Co-location, Wireless Networking, VoIP, QoS, VLAN, autotask, labtech, Networking, Information Technology, Microsoft Exchange, Storage Area Networks, Enterprise Software, VMware, SAN
Education
Duquesne University 1990 — 1992
BS, Finance
Providence College 1986 — 1988
Mathematics / Computer Science
St. Joseph Central High School (Pittsfield, MA) 1983 — 1986
Iron Gate Technology January 2012 - Present
Pittsburgh Based - Managed IT Services Firm January 2003 - December 2011
Communication Systems PA January 2002 - December 2002
Network Resources January 2001 - December 2001
2nd Century Communications Inc January 2000 - December 2000
The Acacia Group November 1992 - December 1999
Skills
Managed Services, Backup Solutions, Disaster Recovery, Business Continuity, Network Administration, Network Security, Cloud Computing, Data Center, Virtualization, Hyper-V, NAS, Microsoft, Mac OS, Linux, Active Directory, Servers, Storage, Integration, IT Service Management, IT Management, Network Design, WAN, Firewalls, Sonicwall, Switches, HP Procurve, VPN, Lenovo, Dell PowerEdge Servers, Spam Filtering, iPhone, Blackberry Enterprise..., Postini, vipre, Management Science..., Co-location, Wireless Networking, VoIP, QoS, VLAN, autotask, labtech, Networking, Information Technology, Microsoft Exchange, Storage Area Networks, Enterprise Software, VMware, SAN
Education
Duquesne University 1990 — 1992
BS, Finance
Providence College 1986 — 1988
Mathematics / Computer Science
St. Joseph Central High School (Pittsfield, MA) 1983 — 1986
David J Lutz Jr David J Lutz Jr's The Acacia Group Experience June 2000 - November 2002
Job CERTIFIED FINANCIAL PLANNER™ at Celtic Financial Services LLC
Industry Financial Services
Experience
Celtic Financial Services LLC March 2012 - Present
Ameritas Investment Corp. November 2002 - Present
The Advisors Group of Pittsburgh September 2010 - February 2012
The Acacia Group June 2000 - November 2002
Bill Few Associates September 1999 - February 2000
Skills
Investment Planning, Insurance Planning, Retirement Planning, Investments, Mutual Funds, 401k, Retirement
Education
University of Pittsburgh 1998 — 1999
Bachelor of Science, Business Administration
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1998 — 1999
University of Pittsburgh 1994 — 1994
education
University of Pittsburgh 1993 — 1994
education
University of Pittsburgh 1989 — 1994
Bachelor of Science, Mathematics
Keystone Oaks High School 1985 — 1989
St. Gabriel of the Sorrowful Virgin
Celtic Financial Services LLC March 2012 - Present
Ameritas Investment Corp. November 2002 - Present
The Advisors Group of Pittsburgh September 2010 - February 2012
The Acacia Group June 2000 - November 2002
Bill Few Associates September 1999 - February 2000
Skills
Investment Planning, Insurance Planning, Retirement Planning, Investments, Mutual Funds, 401k, Retirement
Education
University of Pittsburgh 1998 — 1999
Bachelor of Science, Business Administration
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1998 — 1999
University of Pittsburgh 1994 — 1994
education
University of Pittsburgh 1993 — 1994
education
University of Pittsburgh 1989 — 1994
Bachelor of Science, Mathematics
Keystone Oaks High School 1985 — 1989
St. Gabriel of the Sorrowful Virgin
Daniel Castle, CLU, ChFC, CFP® Daniel Castle, CLU, ChFC, CFP®'s The Acacia Group Experience 1992 - 1993
Job AVP, Advanced Markets Consulting at LPL Financial
Industry Insurance
Experience
LPL Financial September 2013 - Present
John Hancock Life Insurance Company (U.S.A.) October 2006 - April 2013
John Hancock Life Insurance Company (U.S.A.) January 2002 - October 2006
Manulife Financial December 2000 - January 2002
Manulife Financial July 1998 - December 2000
Mingolelli & Associates (Pinnacle Financial) 1994 - 1998
Financial Insurance Services / FISCO Equities 1993 - 1994
The Acacia Group 1992 - 1993
John Hancock Life Insurance Company (U.S.A.) 1987 - 1992
Marketing & Management Corp of America / National Old Line 1985 - 1987
Skills
Estate Planning, Succession Planning, Business Insurance, Insurance, Fixed Annuities, Retirement, Retirement Planning, Life Insurance, Mutual Funds, Long-term Care, Series 7, Series 63, Consulting, Series 65, Strategic Financial..., Strategic Planning, Wealth Management, Program Management, Investments, Team Leadership, 401k, Process Improvement, Project Management, Qualified Retirement..., Underwriting, Series 6, ETFs, Wealth, Asset Allocation, Pensions, FINRA, Variable Annuities, Securities, Risk Management, Financial Services, Disability Insurance, Employee Benefits, Term Life Insurance, Asset Management, Financial Advisory, Health Insurance, Financial Planners, Relationship Management, Investment Advisory, Long Term Care Insurance, Finance, Training, Business Planning, Management, IRAs
Education
College for Financial Planning
Certified Financial Planner (CFP)
The American College
Chartered Life Underwriter (CLU)
The American College
Chartered Financial Consultant (ChFC)
Mount Vernon Nazarene University 1984 — 1985
Religion / Philosphy
Trine University 1979 — 1983
Aerospace Engineering
BGHS
LPL Financial September 2013 - Present
John Hancock Life Insurance Company (U.S.A.) October 2006 - April 2013
John Hancock Life Insurance Company (U.S.A.) January 2002 - October 2006
Manulife Financial December 2000 - January 2002
Manulife Financial July 1998 - December 2000
Mingolelli & Associates (Pinnacle Financial) 1994 - 1998
Financial Insurance Services / FISCO Equities 1993 - 1994
The Acacia Group 1992 - 1993
John Hancock Life Insurance Company (U.S.A.) 1987 - 1992
Marketing & Management Corp of America / National Old Line 1985 - 1987
Skills
Estate Planning, Succession Planning, Business Insurance, Insurance, Fixed Annuities, Retirement, Retirement Planning, Life Insurance, Mutual Funds, Long-term Care, Series 7, Series 63, Consulting, Series 65, Strategic Financial..., Strategic Planning, Wealth Management, Program Management, Investments, Team Leadership, 401k, Process Improvement, Project Management, Qualified Retirement..., Underwriting, Series 6, ETFs, Wealth, Asset Allocation, Pensions, FINRA, Variable Annuities, Securities, Risk Management, Financial Services, Disability Insurance, Employee Benefits, Term Life Insurance, Asset Management, Financial Advisory, Health Insurance, Financial Planners, Relationship Management, Investment Advisory, Long Term Care Insurance, Finance, Training, Business Planning, Management, IRAs
Education
College for Financial Planning
Certified Financial Planner (CFP)
The American College
Chartered Life Underwriter (CLU)
The American College
Chartered Financial Consultant (ChFC)
Mount Vernon Nazarene University 1984 — 1985
Religion / Philosphy
Trine University 1979 — 1983
Aerospace Engineering
BGHS
Patrick Fearon, CFA Patrick Fearon, CFA's The Acacia Group Experience May 1996 - September 1996
Job Portfolio Manager at Terra Nova Ventures, a private equity fund focused on international investments
Industry Venture Capital & Private Equity
Experience
Terra Nova Ventures, L.P. March 2008 - Present
A.G. Edwards & Sons, Inc. October 2006 - March 2008
A.G. Edwards & Sons, Inc. September 2001 - October 2006
Vostok Latino-America Investments June 1998 - September 2001
Intel June 1997 - June 1998
The Acacia Group May 1996 - September 1996
North Atlantic Treaty Organization (NATO) May 1995 - September 1995
Central Intelligence Agency (CIA) February 1989 - August 1994
Skills
Economics, Portfolio Management, Investments, Equities, Private Equity, Analysis, Trading, Asset Allocation, Emerging Markets, Finance, Investment Strategies, Business Planning, Bonds, Financial Risk, Valuation, Mutual Funds, Alternative Investments, Financial Modeling
Education
Arizona State University 1994 — 1997
M.B.A., Investment Analysis and Management
Harvard University 1985 — 1987
Master of Public Policy, Business-Government Relations
University of Notre Dame 1980 — 1984
B.A., Government & International Relations
Terra Nova Ventures, L.P. March 2008 - Present
A.G. Edwards & Sons, Inc. October 2006 - March 2008
A.G. Edwards & Sons, Inc. September 2001 - October 2006
Vostok Latino-America Investments June 1998 - September 2001
Intel June 1997 - June 1998
The Acacia Group May 1996 - September 1996
North Atlantic Treaty Organization (NATO) May 1995 - September 1995
Central Intelligence Agency (CIA) February 1989 - August 1994
Skills
Economics, Portfolio Management, Investments, Equities, Private Equity, Analysis, Trading, Asset Allocation, Emerging Markets, Finance, Investment Strategies, Business Planning, Bonds, Financial Risk, Valuation, Mutual Funds, Alternative Investments, Financial Modeling
Education
Arizona State University 1994 — 1997
M.B.A., Investment Analysis and Management
Harvard University 1985 — 1987
Master of Public Policy, Business-Government Relations
University of Notre Dame 1980 — 1984
B.A., Government & International Relations
Dr. Denise Murphy Gerber Dr. Denise Murphy Gerber's The Acacia Group Experience October 1985 - May 1993
Job Associate Professor of Business at Geneva College
Industry Education Management
Experience
Geneva College August 2006 - Present
State Farm Insurance January 2003 - December 2005
Westminster College August 2003 - May 2005
Becton Dickinson, Inc. May 1998 - April 2002
Nabisco January 1995 - May 1998
The Acacia Group October 1985 - May 1993
Skills
Public Speaking, Business, Leadership Development, Teaching, Research, Microsoft Office, Strategic Planning, Customer Service, PowerPoint, Leadership, Microsoft Excel, Marketing, Team Building, Public Relations, Microsoft Word, Higher Education, Team Leadership, Budgets
Education
Duquesne University 2005 — 2012
Doctor of Philosophy (Ph.D.), Communications
National Louis University 1991 — 1993
MBA, Business Management
Clarion University of Pennsylvania 1981 — 1984
BSBA, Business Finance
Geneva College
Geneva College August 2006 - Present
State Farm Insurance January 2003 - December 2005
Westminster College August 2003 - May 2005
Becton Dickinson, Inc. May 1998 - April 2002
Nabisco January 1995 - May 1998
The Acacia Group October 1985 - May 1993
Skills
Public Speaking, Business, Leadership Development, Teaching, Research, Microsoft Office, Strategic Planning, Customer Service, PowerPoint, Leadership, Microsoft Excel, Marketing, Team Building, Public Relations, Microsoft Word, Higher Education, Team Leadership, Budgets
Education
Duquesne University 2005 — 2012
Doctor of Philosophy (Ph.D.), Communications
National Louis University 1991 — 1993
MBA, Business Management
Clarion University of Pennsylvania 1981 — 1984
BSBA, Business Finance
Geneva College
Mark Stoimenoff, CFP Mark Stoimenoff, CFP's The Acacia Group Experience 1992 - 1997
Job Partner at Arizona Benefit Consultants, LLC
Industry Insurance
Experience
Arizona Benefit Consultants, LLC 1997 - Present
The Acacia Group 1992 - 1997
Skills
Health Insurance, Employee Benefits, Affordable Care Act, Insurance, Strategic Planning, Health Savings Accounts, Healthcare, Medicare, Small Business, Health Care Reform, Life Insurance, Disability Insurance, Brokers, Long-term Care, Term Life Insurance, Fixed Annuities, Workers Compensation, Commercial Insurance, 401k
Education
The Ohio State University 1972 — 1976
Bachelor of Science (B.S.), Business Administration
Arizona Benefit Consultants, LLC 1997 - Present
The Acacia Group 1992 - 1997
Skills
Health Insurance, Employee Benefits, Affordable Care Act, Insurance, Strategic Planning, Health Savings Accounts, Healthcare, Medicare, Small Business, Health Care Reform, Life Insurance, Disability Insurance, Brokers, Long-term Care, Term Life Insurance, Fixed Annuities, Workers Compensation, Commercial Insurance, 401k
Education
The Ohio State University 1972 — 1976
Bachelor of Science (B.S.), Business Administration
Steve Brotherton Steve Brotherton's The Acacia Group Experience 1989 - 1991
Job Sales at Autonation Toyota Tempe
Industry Automotive
Experience
Power Toyota Tempe September 1997 - Present
Open Door Fellowship Church 1991 - 1997
The Acacia Group 1989 - 1991
Southwestern Telecommunications, Inc. 1979 - 1989
Skills
New Business Development, Administration, Education/Teaching
Education
Arizona State University
Bachelor of Arts, Elementary Education
Power Toyota Tempe September 1997 - Present
Open Door Fellowship Church 1991 - 1997
The Acacia Group 1989 - 1991
Southwestern Telecommunications, Inc. 1979 - 1989
Skills
New Business Development, Administration, Education/Teaching
Education
Arizona State University
Bachelor of Arts, Elementary Education
Jason Kuklinski Jason Kuklinski's The Acacia Group Experience 2000 - 2005
Job Principal / PLA at Norris Design
Industry Architecture & Planning
Experience
Norris Design December 2005 - Present
The Acacia Group 2000 - 2005
Sage Landscape Architecture 1997 - 2001
Skills
Comprehensive Planning, Sustainable Design, LEED AP, Submittals, Landscape Architecture, Land Development, Sustainability, Land Use Planning, Urban Design, AutoCAD, Mixed-use, Urban Planning, Residential Design, Zoning, Technical Specifications, Construction..., Irrigation Design, Parks, Landscape Design, Irrigation, Landscaping, Garden, Renovation, Site Plans, Site Planning, Urban, Specifications, Historic Preservation
Education
University of Arizona 1993 — 1998
Bachelor of Science, Landscape Architecture
University of Phoenix 1998 — 2000
Master Degree, Business Administration
Norris Design December 2005 - Present
The Acacia Group 2000 - 2005
Sage Landscape Architecture 1997 - 2001
Skills
Comprehensive Planning, Sustainable Design, LEED AP, Submittals, Landscape Architecture, Land Development, Sustainability, Land Use Planning, Urban Design, AutoCAD, Mixed-use, Urban Planning, Residential Design, Zoning, Technical Specifications, Construction..., Irrigation Design, Parks, Landscape Design, Irrigation, Landscaping, Garden, Renovation, Site Plans, Site Planning, Urban, Specifications, Historic Preservation
Education
University of Arizona 1993 — 1998
Bachelor of Science, Landscape Architecture
University of Phoenix 1998 — 2000
Master Degree, Business Administration
Jeffrey Klein Jeffrey Klein's The Acacia Group Experience January 1986 - January 1993
Job Managing Partner at USA Grill and Patio, Inc.
Industry Health, Wellness and Fitness
Experience
USA Grill and Patio, Inc. December 2012 - Present
ENVIROTECHGroup January 2002 - Present
Examiner.com July 2011 - December 2012
Newport Holdings Corporation January 1996 - January 2002
Klein Giamane Mitchell & Co January 1993 - January 1996
The Acacia Group January 1986 - January 1993
CertainTeed Corporation January 1982 - January 1985
Skills
Marketing, Small Business, Sales, Strategic Planning, New Business Development, Marketing Strategy, Management, Entrepreneurship, Team Building, Public Speaking, Residential Homes, Finance, Online Advertising, Condos, Real Estate, Construction, Time Management, Project Planning, Writing, Email Marketing, Real Estate Development, Forecasting, Integrated Marketing, Social Networking, Leadership, Strategic Financial..., Property Management, Publishing, Contractors, Business Development, Social Media, Start-ups, Coaching, Online Marketing, Negotiation, Single Family Homes, Networking, Business Strategy, Blogging, Customer Retention
Education
Wayne State University 1980 — 1985
MBA, Finance and Economics
Central Michigan University 1974 — 1978
BSBA, Finance and Economics
USA Grill and Patio, Inc. December 2012 - Present
ENVIROTECHGroup January 2002 - Present
Examiner.com July 2011 - December 2012
Newport Holdings Corporation January 1996 - January 2002
Klein Giamane Mitchell & Co January 1993 - January 1996
The Acacia Group January 1986 - January 1993
CertainTeed Corporation January 1982 - January 1985
Skills
Marketing, Small Business, Sales, Strategic Planning, New Business Development, Marketing Strategy, Management, Entrepreneurship, Team Building, Public Speaking, Residential Homes, Finance, Online Advertising, Condos, Real Estate, Construction, Time Management, Project Planning, Writing, Email Marketing, Real Estate Development, Forecasting, Integrated Marketing, Social Networking, Leadership, Strategic Financial..., Property Management, Publishing, Contractors, Business Development, Social Media, Start-ups, Coaching, Online Marketing, Negotiation, Single Family Homes, Networking, Business Strategy, Blogging, Customer Retention
Education
Wayne State University 1980 — 1985
MBA, Finance and Economics
Central Michigan University 1974 — 1978
BSBA, Finance and Economics
Valentin Sapcariu Valentin Sapcariu's The Acacia Group Experience January 1988 - May 1990
Job Producer / Director /Consultant / Senior Editor
Industry Media Production
Experience
SJV Media July 1991 - Present
SJV Media July 1990 - Present
SJV Media July 1990 - Present
The World Bank 1997 - 2008
C21 TV Network January 1997 - January 1998
Automation Research Solutions November 1992 - July 1996
The Acacia Group January 1988 - May 1990
ITVA 1988 - 1990
E-Systems May 1987 - January 1989
Baltimore Gas & Electric June 1984 - July 1985
Skills
Media Producer, Video Editing, Video Production, Video Direction, Managerial Experience, Final Cut Studio, XDCAM, HDV, RED, Online Editing, Offline Editing, Media 100, Media Relations, Media Production, Film Studies, Film Production, Independent Film, Documentaries, Commercials, Video, Music Videos, Television, Film, Post Production, Final Cut Pro, TV production, Non-linear Editing, Documentary, Broadcast, Motion Graphics, Short Films, After Effects, New Media, Broadcast Television, Camera Operation, Digital Media, Entertainment, DVD authoring, Feature Films, Cinematography, Production Management, Multimedia, Editing, Mac, Avid Editor, Photography, Recording, Digital Video, Audio, DVD
Education
University of Maryland 1971 — 1979
B.A; B.S. Engineering, Film and Television; Aerospace
University of Maryland College Park 1971 — 1979
BA, Television and Film
Montgomery College 1971 — 1973
A.A; A.A, Science and Math; Physics; Astronomy
SJV Media July 1991 - Present
SJV Media July 1990 - Present
SJV Media July 1990 - Present
The World Bank 1997 - 2008
C21 TV Network January 1997 - January 1998
Automation Research Solutions November 1992 - July 1996
The Acacia Group January 1988 - May 1990
ITVA 1988 - 1990
E-Systems May 1987 - January 1989
Baltimore Gas & Electric June 1984 - July 1985
Skills
Media Producer, Video Editing, Video Production, Video Direction, Managerial Experience, Final Cut Studio, XDCAM, HDV, RED, Online Editing, Offline Editing, Media 100, Media Relations, Media Production, Film Studies, Film Production, Independent Film, Documentaries, Commercials, Video, Music Videos, Television, Film, Post Production, Final Cut Pro, TV production, Non-linear Editing, Documentary, Broadcast, Motion Graphics, Short Films, After Effects, New Media, Broadcast Television, Camera Operation, Digital Media, Entertainment, DVD authoring, Feature Films, Cinematography, Production Management, Multimedia, Editing, Mac, Avid Editor, Photography, Recording, Digital Video, Audio, DVD
Education
University of Maryland 1971 — 1979
B.A; B.S. Engineering, Film and Television; Aerospace
University of Maryland College Park 1971 — 1979
BA, Television and Film
Montgomery College 1971 — 1973
A.A; A.A, Science and Math; Physics; Astronomy
Dan Crum, MBA Dan Crum, MBA's The Acacia Group Experience January 1988 - January 1991
Job Lead Transportation Analyst
Industry Restaurants
Experience
AT&T May 2001 - Present
LYONS RESTAURANTS, INC June 1999 - January 2001
LYONS RESTAURANTS, INC January 1994 - June 1999
OLIVE GARDEN RESTAURANTS January 1991 - January 1994
THE ACACIA GROUP January 1988 - January 1991
HOUSTON EXECUTIVE FINANCIAL GROUP January 1987 - January 1988
HARVEY HOTELS Restaurant June 1986 - January 1987
Skills
Process Improvement, Budgets, Financial Analysis, Business Analysis, Strategic Planning, Operations Management, Problem Solving, Cost Reduction, Forecasting, Performance Metrics, Inventory Management, Lean Six Sigma, Analysis, Project Management, Supply Chain Management, Training, Mergers & Acquisitions
Education
Golden Gate University 1991 — 1992
Master of Business Administration, Corporate Finance
Sam Houston State University 1985 — 1986
Bachelor of Business Administration, Finance
Texas A&M University 1980 — 1984
Finance/Accounting
AT&T May 2001 - Present
LYONS RESTAURANTS, INC June 1999 - January 2001
LYONS RESTAURANTS, INC January 1994 - June 1999
OLIVE GARDEN RESTAURANTS January 1991 - January 1994
THE ACACIA GROUP January 1988 - January 1991
HOUSTON EXECUTIVE FINANCIAL GROUP January 1987 - January 1988
HARVEY HOTELS Restaurant June 1986 - January 1987
Skills
Process Improvement, Budgets, Financial Analysis, Business Analysis, Strategic Planning, Operations Management, Problem Solving, Cost Reduction, Forecasting, Performance Metrics, Inventory Management, Lean Six Sigma, Analysis, Project Management, Supply Chain Management, Training, Mergers & Acquisitions
Education
Golden Gate University 1991 — 1992
Master of Business Administration, Corporate Finance
Sam Houston State University 1985 — 1986
Bachelor of Business Administration, Finance
Texas A&M University 1980 — 1984
Finance/Accounting
Steve Lohide, RLA, CLARB, LEED AP Steve Lohide, RLA, CLARB, LEED AP's The Acacia Group Experience October 1985 - March 1989
Job Landscape Architecture Group Manager at AZTEC Engineering
Industry Architecture & Planning
Experience
AZTEC Engineering October 2011 - Present
Logan Simpson Design Inc. May 1994 - May 2011
HNTB May 1989 - April 1994
The Acacia Group October 1985 - March 1989
Navajo County Parks and Recreation Department March 1985 - September 1985
Skills
Site Plans, Landscape Architecture, Commercial Design, LEED AP, Landscape Design, Submittals, Parks, Streetscape, Site Planning, Construction Management, Urban Design, Irrigation, Construction, Entitlements, Comprehensive Planning, Sustainable Design, Land Use Planning, Landscaping, Mixed-use, AutoCAD, Urban Planning, Stormwater Management, Grading, LEED, Site Development, Hardscape, Land Development, Urban, Construction Drawings, SketchUp, Microstation, Design Research, Zoning
Education
Purdue University 1979 — 1983
Bachelor of Science, Landscape Architecture
AZTEC Engineering October 2011 - Present
Logan Simpson Design Inc. May 1994 - May 2011
HNTB May 1989 - April 1994
The Acacia Group October 1985 - March 1989
Navajo County Parks and Recreation Department March 1985 - September 1985
Skills
Site Plans, Landscape Architecture, Commercial Design, LEED AP, Landscape Design, Submittals, Parks, Streetscape, Site Planning, Construction Management, Urban Design, Irrigation, Construction, Entitlements, Comprehensive Planning, Sustainable Design, Land Use Planning, Landscaping, Mixed-use, AutoCAD, Urban Planning, Stormwater Management, Grading, LEED, Site Development, Hardscape, Land Development, Urban, Construction Drawings, SketchUp, Microstation, Design Research, Zoning
Education
Purdue University 1979 — 1983
Bachelor of Science, Landscape Architecture
Bob Gladwin, RLA Bob Gladwin, RLA's The Acacia Group Experience 1979 - 1990
Job Landscape Architect
Industry Civil Engineering
Experience
Bob Gladwin, Landscape Architect November 2011 - Present
AECOM November 1999 - Present
Coe & Van Loo 1997 - 1999
HNTB 1994 - 1997
Cella Barr Associates 1990 - 1993
The Acacia Group 1979 - 1990
Skills
Landscape Architecture, Site Planning, Landscape Design, Parks, Site Plans, Urban Design, Streetscape, Grading, Construction, Land Use Planning, Comprehensive Planning, Sustainable Design, Urban Planning, Submittals, Stormwater Management, Trails, Quality Management, Transportation Planning, Landscaping, Land Development, Site Development, Hardscape, Recreation Planning, Green Infrastructure, Transit-oriented..., Mixed-use, Context Sensitive..., Placemaking, Garden Design, Construction Documents
Education
Rutgers University 1962 — 1967
B.S., Landscape Architecture
Bob Gladwin, Landscape Architect November 2011 - Present
AECOM November 1999 - Present
Coe & Van Loo 1997 - 1999
HNTB 1994 - 1997
Cella Barr Associates 1990 - 1993
The Acacia Group 1979 - 1990
Skills
Landscape Architecture, Site Planning, Landscape Design, Parks, Site Plans, Urban Design, Streetscape, Grading, Construction, Land Use Planning, Comprehensive Planning, Sustainable Design, Urban Planning, Submittals, Stormwater Management, Trails, Quality Management, Transportation Planning, Landscaping, Land Development, Site Development, Hardscape, Recreation Planning, Green Infrastructure, Transit-oriented..., Mixed-use, Context Sensitive..., Placemaking, Garden Design, Construction Documents
Education
Rutgers University 1962 — 1967
B.S., Landscape Architecture
Colleen Fichter Colleen Fichter's The Acacia Group Experience December 1994 - September 1999
Job Production Analyst at Rex Glass & Mirror Co. Inc
Industry Glass, Ceramics & Concrete
Experience
Rex Glass & Mirror Co. Inc April 2015 - Present
Rex Glass & Mirror Co. Inc July 2014 - March 2015
Creative Lodging Solutions/National Sales December 2013 - June 2014
Dynamic Systems April 2013 - November 2013
Smart Business Network September 1999 - April 2013
Smart Business Network September 1999 - April 2013
The Acacia Group December 1994 - September 1999
Skills
Marketing Communications, Customer Service, Detail-oriented..., Comprehensive knowledge..., Excels at multi-tasking..., Social Media, Advertising, Public Relations, Event Planning, Facebook, Event Management, Corporate Communications, Copy Editing, Press Releases, Journalism, Online Advertising, B2B, Creative Services, Management, Sales, CRM, Email Marketing, Online Marketing
Education
Point Park University 1997 — 1999
Bachelor of Science, Applied Corporate Communication
Community College of Allegheny County 1995 — 1997
General Studies
Rex Glass & Mirror Co. Inc April 2015 - Present
Rex Glass & Mirror Co. Inc July 2014 - March 2015
Creative Lodging Solutions/National Sales December 2013 - June 2014
Dynamic Systems April 2013 - November 2013
Smart Business Network September 1999 - April 2013
Smart Business Network September 1999 - April 2013
The Acacia Group December 1994 - September 1999
Skills
Marketing Communications, Customer Service, Detail-oriented..., Comprehensive knowledge..., Excels at multi-tasking..., Social Media, Advertising, Public Relations, Event Planning, Facebook, Event Management, Corporate Communications, Copy Editing, Press Releases, Journalism, Online Advertising, B2B, Creative Services, Management, Sales, CRM, Email Marketing, Online Marketing
Education
Point Park University 1997 — 1999
Bachelor of Science, Applied Corporate Communication
Community College of Allegheny County 1995 — 1997
General Studies
Linda Welch Linda Welch's The Acacia Group Experience 1994 - 2002
Job Homemaker at Welch Residence
Industry Executive Office
Experience
Welch Residence September 2014 - Present
icp Business Solutions November 2011 - September 2014
Radcliff Consultants December 2009 - November 2011
Acacia Financial 1997 - 2002
The Acacia Group 1994 - 2002
State Bar of Arizona 1992 - 2000
Arizona Bar Foundation 1992 - 2000
Skills
Travel Arrangements, Expenses, Travel Planning, Meeting Planning, Executive Support, Event Planning, Event Management, Invoicing, Sales, Meeting Scheduling, Lotus Notes, Executive..., Insurance, Calendaring, Process Scheduler, Expense Reports, Process Improvement, Newsletters, Telephone Skills, Public Relations, Life Insurance, Customer Service
Education
University of Illinois at Urbana-Champaign 1982 — 1986
BA, English, Rhetoric, History
Sherrard High School 1978 — 1982
University of Arizona
Communication and Media Studies
Welch Residence September 2014 - Present
icp Business Solutions November 2011 - September 2014
Radcliff Consultants December 2009 - November 2011
Acacia Financial 1997 - 2002
The Acacia Group 1994 - 2002
State Bar of Arizona 1992 - 2000
Arizona Bar Foundation 1992 - 2000
Skills
Travel Arrangements, Expenses, Travel Planning, Meeting Planning, Executive Support, Event Planning, Event Management, Invoicing, Sales, Meeting Scheduling, Lotus Notes, Executive..., Insurance, Calendaring, Process Scheduler, Expense Reports, Process Improvement, Newsletters, Telephone Skills, Public Relations, Life Insurance, Customer Service
Education
University of Illinois at Urbana-Champaign 1982 — 1986
BA, English, Rhetoric, History
Sherrard High School 1978 — 1982
University of Arizona
Communication and Media Studies
Beverly Yates's The Acacia Group Experience 1982 - 1985
Job National Marketing Manager at Lake Valley Seed
Industry Marketing and Advertising
Experience
Natural Transitions January 2014 - June 2015
Natural Transitions Film Festival April 2013 - March 2014
BeadforLife August 2011 - March 2013
Sacredagent.com May 2009 - July 2011
Sounds True March 2005 - April 2009
Sounds True June 1998 - March 2005
Pulse Fitness Centers September 1992 - June 1998
Calvert Group 1985 - 1987
The Acacia Group 1982 - 1985
Skills
Publishing, Editing, Blogging, Web Content, Copywriting, Social Media, Public Relations, Proofreading, Press Releases, Copy Editing, Books, Writing, Newsletters, Media Relations, Advertising, Publicity, Marketing Communications, Marketing Strategy, Email Marketing, Content Strategy, Feature Articles, Nonprofits, Marketing, Online Publishing, Content Development, Creative Writing, Social Networking, Editorial, Public Speaking, Magazines, Journalism, Publications, Trade Shows, Management, Interpersonal Leadership, Published Author, Content Management, InDesign, Multimedia, Video, Community Outreach, Web Design, Digital Media, Social Media Marketing, Online Marketing, WordPress, Film, Ebooks, SEO, Storytelling
Education
Willow Way Permaculture Design Program 2010 — 2011
Permaculture Design Certificate, Permaculture principles and design
Colorado Master Gardener Program, Colorado State University 2010 — 2010
Colorado Certified Gardener
Northern Kentucky University 1977 — 1980
BA Mass Communication, Journalism
Natural Transitions January 2014 - June 2015
Natural Transitions Film Festival April 2013 - March 2014
BeadforLife August 2011 - March 2013
Sacredagent.com May 2009 - July 2011
Sounds True March 2005 - April 2009
Sounds True June 1998 - March 2005
Pulse Fitness Centers September 1992 - June 1998
Calvert Group 1985 - 1987
The Acacia Group 1982 - 1985
Skills
Publishing, Editing, Blogging, Web Content, Copywriting, Social Media, Public Relations, Proofreading, Press Releases, Copy Editing, Books, Writing, Newsletters, Media Relations, Advertising, Publicity, Marketing Communications, Marketing Strategy, Email Marketing, Content Strategy, Feature Articles, Nonprofits, Marketing, Online Publishing, Content Development, Creative Writing, Social Networking, Editorial, Public Speaking, Magazines, Journalism, Publications, Trade Shows, Management, Interpersonal Leadership, Published Author, Content Management, InDesign, Multimedia, Video, Community Outreach, Web Design, Digital Media, Social Media Marketing, Online Marketing, WordPress, Film, Ebooks, SEO, Storytelling
Education
Willow Way Permaculture Design Program 2010 — 2011
Permaculture Design Certificate, Permaculture principles and design
Colorado Master Gardener Program, Colorado State University 2010 — 2010
Colorado Certified Gardener
Northern Kentucky University 1977 — 1980
BA Mass Communication, Journalism
Mark Cecil, CFP® Mark Cecil, CFP®'s The Acacia Group Experience August 1986 - March 2007
Job Helping Families Plan their Financial Futures and Build a Better Tomorrow
Industry Financial Services
Experience
Wealth Advisors Group, LLC March 2007 - Present
DISCLOSURE Information: March 1987 - Present
The Acacia Group August 1986 - March 2007
Skills
Mutual Funds, Retirement Planning, Series 7, Retirement, Securities, Investments, Insurance, Risk Management, Wealth Management, Strategic Financial..., Estate Planning
Education
College for Financial Planning 1987 — 1989
CFP® Designation
University of Maryland College Park 1982 — 1986
Bachelor of Science, Finance
Meade Senior HS 1978 — 1982
High School Diploma
Wealth Advisors Group, LLC March 2007 - Present
DISCLOSURE Information: March 1987 - Present
The Acacia Group August 1986 - March 2007
Skills
Mutual Funds, Retirement Planning, Series 7, Retirement, Securities, Investments, Insurance, Risk Management, Wealth Management, Strategic Financial..., Estate Planning
Education
College for Financial Planning 1987 — 1989
CFP® Designation
University of Maryland College Park 1982 — 1986
Bachelor of Science, Finance
Meade Senior HS 1978 — 1982
High School Diploma
Deborah Kosanke Deborah Kosanke's The Acacia Group Experience 1984 - 1985
Job Mgr., Human Resources & Administration at RBC, Incorporated
Industry Defense & Space
Experience
RBC, Incorporated June 2006 - May 2014
RBC, Incorporated 2002 - June 2006
RBC, Incorporated January 2000 - 2002
Charles R. Hooff, Inc. 1994 - 2000
Self Employed 1985 - 1988
Tenenbaum-Hill Associates 1985 - 1988
The Acacia Group 1984 - 1985
Scott Management 1983 - 1984
City of Alexandria Employees Credit Union 1980 - 1983
Skills
Benefits, Administration, Compliance, Employee Relations, Benefits Administration, Security Clearance, Facility Security..., Assistant Secretary,..., Human Resources, Employee Benefits, Deferred Compensation, HR Policies, Personnel Management, Training, Employment Law, FMLA
Education
Hayfield High School
Diploma, Accounting, Secretarial, English, Spanish
Northern Virginia Community College
HR Mgt., Psychology
RBC, Incorporated June 2006 - May 2014
RBC, Incorporated 2002 - June 2006
RBC, Incorporated January 2000 - 2002
Charles R. Hooff, Inc. 1994 - 2000
Self Employed 1985 - 1988
Tenenbaum-Hill Associates 1985 - 1988
The Acacia Group 1984 - 1985
Scott Management 1983 - 1984
City of Alexandria Employees Credit Union 1980 - 1983
Skills
Benefits, Administration, Compliance, Employee Relations, Benefits Administration, Security Clearance, Facility Security..., Assistant Secretary,..., Human Resources, Employee Benefits, Deferred Compensation, HR Policies, Personnel Management, Training, Employment Law, FMLA
Education
Hayfield High School
Diploma, Accounting, Secretarial, English, Spanish
Northern Virginia Community College
HR Mgt., Psychology
MaryLou Jones MaryLou Jones's The Acacia Group Experience September 1980 - November 1999
Job Web Generalist
Industry Information Technology and Services
Experience
MLJDesigns 2008 - Present
Balance Interactive November 2009 - June 2012
UnitedHealthcare July 2000 - August 2006
The Acacia Group September 1980 - November 1999
Skills
Databases, Linux, System Deployment, Data Analysis, Customer Support, Web Development, Wordpress, HTML, CSS, Drupal, iContact, Constant Contact, WordPress, E-commerce, Email Marketing, Mobile Devices, Testing, Software Development, Joomla, Project Management, Graphic Design, Information Architecture
Education
Montgomery College 2008 — 2009
Certificate, Web Design
Montgomery College 2007 — 2008
Certificate, Graphic Design
Hartwick College 1976 — 1980
BA, Mathematics
MLJDesigns 2008 - Present
Balance Interactive November 2009 - June 2012
UnitedHealthcare July 2000 - August 2006
The Acacia Group September 1980 - November 1999
Skills
Databases, Linux, System Deployment, Data Analysis, Customer Support, Web Development, Wordpress, HTML, CSS, Drupal, iContact, Constant Contact, WordPress, E-commerce, Email Marketing, Mobile Devices, Testing, Software Development, Joomla, Project Management, Graphic Design, Information Architecture
Education
Montgomery College 2008 — 2009
Certificate, Web Design
Montgomery College 2007 — 2008
Certificate, Graphic Design
Hartwick College 1976 — 1980
BA, Mathematics
Rich Snebold Rich Snebold's The Acacia Group Experience August 1998 - February 2002
Job Founder
Industry Professional Training & Coaching
Experience
Snebold Family Business Partners, LLC October 2009 - Present
Snebold Family Business Partners, LLC October 2009 - Present
Family Business Center at NexTier March 2002 - September 2009
The Acacia Group August 1998 - February 2002
Skills
Business Planning, Business Strategy, Management Consulting, Leadership Development, Mentoring, Coaching, Succession Planning, Estate Planning, Entrepreneurship, Strategic Planning, Mergers, Mergers & Acquisitions, Management, Public Relations, Nonprofits, Strategy, Start-ups, Negotiation, Organizational..., Team Building, Leadership, Small Business, Sales, Training, Public Speaking, Project Planning, Fundraising, New Business Development, Business Development, Family Business, Marketing, Marketing Strategy, Executive Management, Consulting, Business Coaching, Strategic Partnerships, Executive Development, Program Management, Workshop Facilitation, Change Management, Board Development, Exit Strategies, Emotional Intelligence, Venture Capital, Motivational Speaking, Personal Development, Organizational...
Education
Clarion University of Pennsylvania 1964 — 1968
Bachelor of Science, Education
Clarion University of Pennsylvania 1964 — 1968
Bachelor of Science (B.S.), Educaton
Snebold Family Business Partners, LLC October 2009 - Present
Snebold Family Business Partners, LLC October 2009 - Present
Family Business Center at NexTier March 2002 - September 2009
The Acacia Group August 1998 - February 2002
Skills
Business Planning, Business Strategy, Management Consulting, Leadership Development, Mentoring, Coaching, Succession Planning, Estate Planning, Entrepreneurship, Strategic Planning, Mergers, Mergers & Acquisitions, Management, Public Relations, Nonprofits, Strategy, Start-ups, Negotiation, Organizational..., Team Building, Leadership, Small Business, Sales, Training, Public Speaking, Project Planning, Fundraising, New Business Development, Business Development, Family Business, Marketing, Marketing Strategy, Executive Management, Consulting, Business Coaching, Strategic Partnerships, Executive Development, Program Management, Workshop Facilitation, Change Management, Board Development, Exit Strategies, Emotional Intelligence, Venture Capital, Motivational Speaking, Personal Development, Organizational...
Education
Clarion University of Pennsylvania 1964 — 1968
Bachelor of Science, Education
Clarion University of Pennsylvania 1964 — 1968
Bachelor of Science (B.S.), Educaton
Chuck Whitford's The Acacia Group Experience May 1979 - March 1983
Job Benefit Consultant at JRG Advisors, LLC
Industry Insurance
Experience
JRG Advisors LLC January 2008 - Present
The Rodgers Insurance Group May 2006 - December 2007
Hilb Rogal & Hobbs September 1984 - December 2005
CNA Insurance April 1983 - August 1984
The Acacia Group May 1979 - March 1983
Skills
Insurance, Employee Benefits, Health Insurance, Disability Insurance, Life Insurance, Brokers, Underwriting, Health Savings Accounts, Benefits Administration, Property & Casualty..., Term Life Insurance, Employee Relations, Accident, Long-term Care, Workers Compensation, COBRA, Medicare, Sales, Self-funded, Commercial Insurance, Health Care Reform, Managed Care, Dentistry, 401k
Education
University of Pittsburgh 1975 — 1979
Gateway Senior High School 1972 — 1975
Diploma, Academic
JRG Advisors LLC January 2008 - Present
The Rodgers Insurance Group May 2006 - December 2007
Hilb Rogal & Hobbs September 1984 - December 2005
CNA Insurance April 1983 - August 1984
The Acacia Group May 1979 - March 1983
Skills
Insurance, Employee Benefits, Health Insurance, Disability Insurance, Life Insurance, Brokers, Underwriting, Health Savings Accounts, Benefits Administration, Property & Casualty..., Term Life Insurance, Employee Relations, Accident, Long-term Care, Workers Compensation, COBRA, Medicare, Sales, Self-funded, Commercial Insurance, Health Care Reform, Managed Care, Dentistry, 401k
Education
University of Pittsburgh 1975 — 1979
Gateway Senior High School 1972 — 1975
Diploma, Academic
Laurie Baker Wyatt's The Acacia Group Experience July 1990 - October 1991
Job Freelance Editor
Industry Writing and Editing
Experience
Laurie B. Wyatt Editing Services January 2007 - Present
Self Employed January 2000 - January 2007
InSystems Technologies September 1998 - August 1999
United HealthCare’s Optum Division February 1997 - July 1998
National Wildlife Federation October 1996 - February 1997
Federal Employees News Digest, Inc. October 1991 - October 1996
The Acacia Group July 1990 - October 1991
Skills
Editing, Proofreading, Freelance Writing, Non-fiction, Web Content, Editorial, Fact-checking, Textbooks, Publications, News Writing, Newsletters, Text Editing, Books, AP Style, Magazine Articles
Education
Georgetown University 1992 — 1993
Certificate, Editing and Publications
University of Virginia 1986 — 1990
B.A., Double Major in English and Communications
Laurie B. Wyatt Editing Services January 2007 - Present
Self Employed January 2000 - January 2007
InSystems Technologies September 1998 - August 1999
United HealthCare’s Optum Division February 1997 - July 1998
National Wildlife Federation October 1996 - February 1997
Federal Employees News Digest, Inc. October 1991 - October 1996
The Acacia Group July 1990 - October 1991
Skills
Editing, Proofreading, Freelance Writing, Non-fiction, Web Content, Editorial, Fact-checking, Textbooks, Publications, News Writing, Newsletters, Text Editing, Books, AP Style, Magazine Articles
Education
Georgetown University 1992 — 1993
Certificate, Editing and Publications
University of Virginia 1986 — 1990
B.A., Double Major in English and Communications
Marshall Dearden's The Acacia Group Experience 1985 - May 2004
Job RIA Consultant at Ameritas Investment Corp.
Industry Financial Services
Experience
Ameritas Investment Corp. April 2012 - Present
M&T Securities August 2008 - April 2012
PNC 2006 - 2008
The Acacia Group 1985 - May 2004
Ameritas Investment Corp. 1985 - 2004
Calvert 1985 - 2004
The Advisors Group 1995 - 2002
Skills
CFP, Risk Management, Series 7, Portfolio Management, Securities, Mutual Funds, Customer Relations, Asset Management, Equities, Trading, Compliance, Asset Managment
Education
University of Maryland College Park 1980 — 1985
BA, History
B-CC High School 1976 — 1980
Ameritas Investment Corp. April 2012 - Present
M&T Securities August 2008 - April 2012
PNC 2006 - 2008
The Acacia Group 1985 - May 2004
Ameritas Investment Corp. 1985 - 2004
Calvert 1985 - 2004
The Advisors Group 1995 - 2002
Skills
CFP, Risk Management, Series 7, Portfolio Management, Securities, Mutual Funds, Customer Relations, Asset Management, Equities, Trading, Compliance, Asset Managment
Education
University of Maryland College Park 1980 — 1985
BA, History
B-CC High School 1976 — 1980
Charlotte Ream Cooper's The Acacia Group Experience 1990 - 1998
Job Owner, Charlotte Ream Cooper & Associates LLC
Industry Financial Services
Experience
Charlotte Ream Cooper & Associates LLC January 2000 - Present
Oklahoma City Community College 2000 - 2002
The Acacia Group 1990 - 1998
Paine Webber 1988 - 1990
Dean Witter Reynolds December 1980 - August 1988
Skills
Fundraising, Public Speaking, Leadership Development, Event Planning, Public Relations, Nonprofits, Non-profits, Coaching, Editing, Higher Education, Research, Teaching, Social Media, Management, Team Building, Microsoft Excel, Microsoft Office, Customer Service, Strategic Planning, Microsoft Word, Staff Development, Instructional Design, Media Relations, Press Releases, Geriatric Care..., Fraud Investigations, Budgeting and Debt..., Geriatric Medical..., Administrative..., Executive...
Education
University of Oklahoma 1957 — 1961
Bachelor of Science, History, Geography
Perry High School 1951 — 1957
Charlotte Ream Cooper & Associates LLC January 2000 - Present
Oklahoma City Community College 2000 - 2002
The Acacia Group 1990 - 1998
Paine Webber 1988 - 1990
Dean Witter Reynolds December 1980 - August 1988
Skills
Fundraising, Public Speaking, Leadership Development, Event Planning, Public Relations, Nonprofits, Non-profits, Coaching, Editing, Higher Education, Research, Teaching, Social Media, Management, Team Building, Microsoft Excel, Microsoft Office, Customer Service, Strategic Planning, Microsoft Word, Staff Development, Instructional Design, Media Relations, Press Releases, Geriatric Care..., Fraud Investigations, Budgeting and Debt..., Geriatric Medical..., Administrative..., Executive...
Education
University of Oklahoma 1957 — 1961
Bachelor of Science, History, Geography
Perry High School 1951 — 1957
Bob Cope's The Acacia Group Experience April 1984 - September 1985
Job Consultant at Newbold Advisors
Industry Financial Services
Experience
Newbold Advisors August 2011 - Present
Freddie Mac December 2009 - August 2011
Freddie Mac October 2000 - November 2009
Freddie Mac September 1992 - September 2000
Freddie Mac June 1991 - August 1992
Freddie Mac December 1987 - May 1991
Freddie Mac August 1986 - November 1987
Freddie Mac September 1985 - August 1986
The Acacia Group April 1984 - September 1985
GTE Business Communications Systems August 1983 - April 1984
Skills
Risk Management, Mortgage, Operational Risk, Internal Controls, Credit Risk, Mortgage Banking, Fraud Investigations, Risk, Operational Risk..., Financial Risk, Mortgage Lending, Loans, Auditing, Fraud, Internal Audit, Risk Assessment, Financial Services, Analysis
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 1986 — 1990
MBA, Finance
James Madison University - College of Business 1977 — 1981
B.B.A, Accounting
Newbold Advisors August 2011 - Present
Freddie Mac December 2009 - August 2011
Freddie Mac October 2000 - November 2009
Freddie Mac September 1992 - September 2000
Freddie Mac June 1991 - August 1992
Freddie Mac December 1987 - May 1991
Freddie Mac August 1986 - November 1987
Freddie Mac September 1985 - August 1986
The Acacia Group April 1984 - September 1985
GTE Business Communications Systems August 1983 - April 1984
Skills
Risk Management, Mortgage, Operational Risk, Internal Controls, Credit Risk, Mortgage Banking, Fraud Investigations, Risk, Operational Risk..., Financial Risk, Mortgage Lending, Loans, Auditing, Fraud, Internal Audit, Risk Assessment, Financial Services, Analysis
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 1986 — 1990
MBA, Finance
James Madison University - College of Business 1977 — 1981
B.B.A, Accounting
Brad Burr, CFP's The Acacia Group Experience 1985 - 2000
Job Financial Advisor / Account Executive
Industry Financial Services
Experience
Lovitt & Touché, Inc. November 2006 - Present
NAIFA 2011 - 2012
Scudder Annuities and Life October 2000 - September 2003
The Acacia Group 1985 - 2000
Skills
Retirement Planning, Strategic Financial..., Disability Insurance, Insurance, Life Insurance, 401k, Risk Management, Investments, Securities, Fixed Annuities, Retirement, Term Life Insurance, Health Insurance, Long-term Care, Underwriting, Employee Benefits, Health Savings Accounts, Estate Planning, Commercial Insurance, Workers Compensation, Property & Casualty..., Long Term Care Insurance, Professional Liability, IRAs, Brokers, Series 6, Umbrella Insurance, General Insurance, Casualty, Universal Life, Insurance Brokerage, Financial Planners, Whole Life, Financial Planning
Education
College for Financial Planning 1987 — 1989
CFP, Financial & Estate Planning
University of Arizona 1970 — 1975
BA, History, Economics
Lovitt & Touché, Inc. November 2006 - Present
NAIFA 2011 - 2012
Scudder Annuities and Life October 2000 - September 2003
The Acacia Group 1985 - 2000
Skills
Retirement Planning, Strategic Financial..., Disability Insurance, Insurance, Life Insurance, 401k, Risk Management, Investments, Securities, Fixed Annuities, Retirement, Term Life Insurance, Health Insurance, Long-term Care, Underwriting, Employee Benefits, Health Savings Accounts, Estate Planning, Commercial Insurance, Workers Compensation, Property & Casualty..., Long Term Care Insurance, Professional Liability, IRAs, Brokers, Series 6, Umbrella Insurance, General Insurance, Casualty, Universal Life, Insurance Brokerage, Financial Planners, Whole Life, Financial Planning
Education
College for Financial Planning 1987 — 1989
CFP, Financial & Estate Planning
University of Arizona 1970 — 1975
BA, History, Economics
Anne Holte's The Acacia Group Experience 1992 - 2005
Job Web Designer at SelfEmployed
Industry Information Technology and Services
Experience
Self-Employed January 1996 - Present
UAF 2008 - October 2013
Montgomery College 2006 - 2008
Walter Reed AMC 2004 - 2005
The Acacia Group 1992 - 2005
Skills
Data Analysis, Microsoft Office, Programming, Public Speaking, Teaching, Fortran, HTML, Visio, Program Management, Windows 7, Outlook, Budgets, Research, Web Design, SharePoint, Customer Service, System Administration, Hardware, Java, Government, Leadership, Social Media, Windows, Process Improvement, Non-profits, Grant Writing, Computer Hardware, Strategic Planning, Access, Fundraising, Training, Networking, Microsoft Excel, Higher Education, Team Leadership, Troubleshooting, Team Building, Databases, C++, Business Analysis, Project Management, Community Outreach, Editing, Software Documentation, Microsoft Word, Instructional Design, Software Project..., Teamwork, Technical Writing, OS X
Education
University of Maryland University College 2014 — 2017
Master's Degree, Computer Science
University of Alaska Fairbanks 2008 — 2011
University of Alaska Fairbanks 2008 — 2011
University of Maryland University College 2000 — 2004
BS, Computer Science
Montgomery College 1996 — 1999
AA, Computer Science
Prince George's Community College 1980 — 1995
AA, Information Systems Management
Self-Employed January 1996 - Present
UAF 2008 - October 2013
Montgomery College 2006 - 2008
Walter Reed AMC 2004 - 2005
The Acacia Group 1992 - 2005
Skills
Data Analysis, Microsoft Office, Programming, Public Speaking, Teaching, Fortran, HTML, Visio, Program Management, Windows 7, Outlook, Budgets, Research, Web Design, SharePoint, Customer Service, System Administration, Hardware, Java, Government, Leadership, Social Media, Windows, Process Improvement, Non-profits, Grant Writing, Computer Hardware, Strategic Planning, Access, Fundraising, Training, Networking, Microsoft Excel, Higher Education, Team Leadership, Troubleshooting, Team Building, Databases, C++, Business Analysis, Project Management, Community Outreach, Editing, Software Documentation, Microsoft Word, Instructional Design, Software Project..., Teamwork, Technical Writing, OS X
Education
University of Maryland University College 2014 — 2017
Master's Degree, Computer Science
University of Alaska Fairbanks 2008 — 2011
University of Alaska Fairbanks 2008 — 2011
University of Maryland University College 2000 — 2004
BS, Computer Science
Montgomery College 1996 — 1999
AA, Computer Science
Prince George's Community College 1980 — 1995
AA, Information Systems Management
Cathy Beckett's The Acacia Group Experience December 1986 - September 1989
Job Staffing Director
Industry Events Services
Experience
CSI - Capitol Services, Inc. 2004 - Present
The Acacia Group December 1986 - September 1989
Skills
Meeting Planning, Event Planning, Corporate Events, Event Management, Trade Shows, Hotels, Sales, Catering, Account Management, Wedding Planning, Hospitality Industry, Budgets, Social Networking, Tourism, Public Relations, Hospitality, Sponsorship, Incentives, Marketing, Social Media Marketing, Parties, Marketing Communications, Customer Service, Leadership, Fundraising, Contract Negotiation, Marketing Strategy, Facebook
Education
George Mason University 1984 — 1987
B.A., Communication
St. Mary's High School
CSI - Capitol Services, Inc. 2004 - Present
The Acacia Group December 1986 - September 1989
Skills
Meeting Planning, Event Planning, Corporate Events, Event Management, Trade Shows, Hotels, Sales, Catering, Account Management, Wedding Planning, Hospitality Industry, Budgets, Social Networking, Tourism, Public Relations, Hospitality, Sponsorship, Incentives, Marketing, Social Media Marketing, Parties, Marketing Communications, Customer Service, Leadership, Fundraising, Contract Negotiation, Marketing Strategy, Facebook
Education
George Mason University 1984 — 1987
B.A., Communication
St. Mary's High School
Sidney Mahone, Sr's The Acacia Group Experience January 1988 - January 1997
Job Senior Mainframe Application Developer
Industry Information Technology and Services
Experience
Sidney Mahone Voice Overs May 2012 - Present
Saicon Consultants 2012 - 2013
Lockheed Martin Information Technology August 2002 - March 2012
ACS Government Solutions Group January 1998 - January 2002
Bell Atlantic January 1997 - January 1998
The Acacia Group January 1988 - January 1997
Skills
COBOL, JCL, CICS, DB2, Mainframe, Programming, TSO, SDLC, IBM Mainframe, DB2/SQL, QMF, Testing, Software Development, VSAM, SQL, Requirements Gathering, Systems Analysis, ClearQuest, ClearCase, RACF, ISPF, MVS, Fileaid, z/OS, Application Development, SPUFI, Easytrieve, IBM Utilities, Syncsort, REXX, OS/390, SDSF, CLIST, Requirements Analysis, DFSORT, MVS/ESA, JES2
Education
Computer Learning Center 1984 — 1985
Certificate, Programming, 3.9
Montgomery College
Accounting
Sidney Mahone Voice Overs May 2012 - Present
Saicon Consultants 2012 - 2013
Lockheed Martin Information Technology August 2002 - March 2012
ACS Government Solutions Group January 1998 - January 2002
Bell Atlantic January 1997 - January 1998
The Acacia Group January 1988 - January 1997
Skills
COBOL, JCL, CICS, DB2, Mainframe, Programming, TSO, SDLC, IBM Mainframe, DB2/SQL, QMF, Testing, Software Development, VSAM, SQL, Requirements Gathering, Systems Analysis, ClearQuest, ClearCase, RACF, ISPF, MVS, Fileaid, z/OS, Application Development, SPUFI, Easytrieve, IBM Utilities, Syncsort, REXX, OS/390, SDSF, CLIST, Requirements Analysis, DFSORT, MVS/ESA, JES2
Education
Computer Learning Center 1984 — 1985
Certificate, Programming, 3.9
Montgomery College
Accounting