The Acacia Group LLC
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The Acacia Group LLC Employees
Employee
Years
Job
Industry
Rick Fentin, CFP, CLTC, Ed.M Rick Fentin, CFP, CLTC, Ed.M's The Acacia Group LLC Experience September 1985 - October 1998
Job Registered Investment Advisor
Industry Financial Services
Experience
Cambridge Financial Associates January 1998 - Present
Belmont Community Education September 2011 - Present
Lexington Community Education November 2010 - Present
The Acacia Group LLC September 1985 - October 1998
South Shore Association for Retarded Citizens March 1978 - February 1984
Skills
Retirement Planning, Series 7, Retirement, Fixed Annuities, Management, Series 63, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, Financial Advisory, Estate Planning, Life Insurance, General Consultation
Education
Northwestern University 1965 — 1969
Bachelor's degree, Communications
Northeastern University 1972 — 1973
Master's degree, Rehabilitation Administration
Cambridge Financial Associates January 1998 - Present
Belmont Community Education September 2011 - Present
Lexington Community Education November 2010 - Present
The Acacia Group LLC September 1985 - October 1998
South Shore Association for Retarded Citizens March 1978 - February 1984
Skills
Retirement Planning, Series 7, Retirement, Fixed Annuities, Management, Series 63, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, Financial Advisory, Estate Planning, Life Insurance, General Consultation
Education
Northwestern University 1965 — 1969
Bachelor's degree, Communications
Northeastern University 1972 — 1973
Master's degree, Rehabilitation Administration
Tom McNeil, CFP, CLU, ChFC Tom McNeil, CFP, CLU, ChFC's The Acacia Group LLC Experience June 1989 - May 1993
Job Regional Sales Director Independently Contracted with Midland National® Life Insurance Company
Industry Insurance
Experience
Midland National Life Insurance Company 1997 - Present
Fortis Financial Group June 1993 - May 1997
The Acacia Group LLC June 1989 - May 1993
New York Life Insurance Company December 1982 - June 1989
Skills
Insurance, Life Insurance, Estate Planning, Retirement Planning, Whole Life, Term Life Insurance, Strategic Financial..., Financial Advisory, Team Building, Leadership, Strategic Planning, Recruiting, IRAs, Wealth Management, Series 6, Retirement, Fixed Annuities, Series 7, Disability Insurance, Sales Management, Securities, Series 63, Marketing Strategy, Public Speaking, Coaching, Brokers, Marketing
Education
University of North Carolina at Charlotte 1977 — 1980
Bachelor's Degree
Lees McRae College 1976 — 1977
East Gaston 1973 — 1976
High School diploma, N/A
Midland National Life Insurance Company 1997 - Present
Fortis Financial Group June 1993 - May 1997
The Acacia Group LLC June 1989 - May 1993
New York Life Insurance Company December 1982 - June 1989
Skills
Insurance, Life Insurance, Estate Planning, Retirement Planning, Whole Life, Term Life Insurance, Strategic Financial..., Financial Advisory, Team Building, Leadership, Strategic Planning, Recruiting, IRAs, Wealth Management, Series 6, Retirement, Fixed Annuities, Series 7, Disability Insurance, Sales Management, Securities, Series 63, Marketing Strategy, Public Speaking, Coaching, Brokers, Marketing
Education
University of North Carolina at Charlotte 1977 — 1980
Bachelor's Degree
Lees McRae College 1976 — 1977
East Gaston 1973 — 1976
High School diploma, N/A
Scott L. Goodling, CFP® Scott L. Goodling, CFP®'s The Acacia Group LLC Experience May 1995 - February 1998
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
VALIC February 1998 - Present
The Acacia Group LLC May 1995 - February 1998
Ameriprise Financial Services, Inc. January 1992 - December 1994
Ameriprise Financial Services, Inc. January 1986 - December 1991
Ameriprise Financial Services, Inc. September 1984 - January 1986
Education
College for Financial Planning 1989 — 1993
CFP®, Cash Management, Debt Management; Protection, Investment, Retirement, Tax and Estate Planning.
University of Pennsylvania 1977 — 1979
MSW, Family Social Work
Muhlenberg College 1972 — 1977
B.A., BSW, Psychology, Social Work
VALIC February 1998 - Present
The Acacia Group LLC May 1995 - February 1998
Ameriprise Financial Services, Inc. January 1992 - December 1994
Ameriprise Financial Services, Inc. January 1986 - December 1991
Ameriprise Financial Services, Inc. September 1984 - January 1986
Education
College for Financial Planning 1989 — 1993
CFP®, Cash Management, Debt Management; Protection, Investment, Retirement, Tax and Estate Planning.
University of Pennsylvania 1977 — 1979
MSW, Family Social Work
Muhlenberg College 1972 — 1977
B.A., BSW, Psychology, Social Work
David Cross David Cross's The Acacia Group LLC Experience June 1984 - January 1986
Job Senior Vice President / Private Client Advisor at US Trust
Industry Financial Services
Experience
US Trust September 2003 - Present
SunTrust Bank January 1999 - September 2003
SunTrust Bank June 1994 - December 1998
SunTrust Bank January 1991 - June 1994
SunTrust Bank June 1987 - December 1990
SunTrust Bank January 1986 - June 1987
The Acacia Group LLC June 1984 - January 1986
Skills
Wealth Management, Wealth Management..., Financial Services, Credit, Asset Allocation, Banking, Commercial Lending, Credit Analysis, Equities, Finance, Financial Analysis, Financial Planning, Financial Structuring, Fixed Income, Investments, Loans, Management, Mortgage Lending, Mutual Funds, Portfolio Management, Securities, Series 63, Strategic Financial..., Small Business Lending, Underwriting, Wealth
Education
Rollins College 1983 — 1986
Bachelor of Arts (B.A.)
University of Florida 1980 — 1982
Winter Park High School 1977 — 1980
US Trust September 2003 - Present
SunTrust Bank January 1999 - September 2003
SunTrust Bank June 1994 - December 1998
SunTrust Bank January 1991 - June 1994
SunTrust Bank June 1987 - December 1990
SunTrust Bank January 1986 - June 1987
The Acacia Group LLC June 1984 - January 1986
Skills
Wealth Management, Wealth Management..., Financial Services, Credit, Asset Allocation, Banking, Commercial Lending, Credit Analysis, Equities, Finance, Financial Analysis, Financial Planning, Financial Structuring, Fixed Income, Investments, Loans, Management, Mortgage Lending, Mutual Funds, Portfolio Management, Securities, Series 63, Strategic Financial..., Small Business Lending, Underwriting, Wealth
Education
Rollins College 1983 — 1986
Bachelor of Arts (B.A.)
University of Florida 1980 — 1982
Winter Park High School 1977 — 1980
Cheryl Highwarden's The Acacia Group LLC Experience January 1983 - June 1985
Job OD / TRAINING / CHANGE LEADER SEEKING NEXT OPPORTUNITY
Industry Oil & Energy
Experience
Shell Global Solutions - US, Projects and Technology May 2012 - Present
Shell Global Solutions US, Projects and Technology April 2010 - May 2012
Shell Oil Company April 2005 - April 2010
Cheryl Highwarden Consulting 1985 - 2005
The Acacia Group LLC January 1983 - June 1985
Exxon Chemical 1980 - 1985
Exxon Chemical 1978 - 1980
Skills
Team Leadership, Strategic Planning, Project Facilitation, Change Management, Learning Strategies, Virtual Events, Organizational..., Organizational..., Culture Change, Coaching, Project Management, Talent Management, Program Management, Performance Management, Learning Styles, Employee Engagement, Employee Relations, Team Building, Management Development, Executive Coaching, Management Consulting, Human Resources, Process Engineering, Training, Workshop Facilitation, Leadership, Leadership Development, Management, Personnel Management, Career Development, Succession Planning, Organizational Design, Business Process..., Business Strategy, Procurement, Start-ups, Deferred Compensation
Education
Purdue University
Master of Science (MSIR), Industrial Relations
Purdue University - Krannert School of Management
Bachelor of Arts (BA), Psychology
Shell Global Solutions - US, Projects and Technology May 2012 - Present
Shell Global Solutions US, Projects and Technology April 2010 - May 2012
Shell Oil Company April 2005 - April 2010
Cheryl Highwarden Consulting 1985 - 2005
The Acacia Group LLC January 1983 - June 1985
Exxon Chemical 1980 - 1985
Exxon Chemical 1978 - 1980
Skills
Team Leadership, Strategic Planning, Project Facilitation, Change Management, Learning Strategies, Virtual Events, Organizational..., Organizational..., Culture Change, Coaching, Project Management, Talent Management, Program Management, Performance Management, Learning Styles, Employee Engagement, Employee Relations, Team Building, Management Development, Executive Coaching, Management Consulting, Human Resources, Process Engineering, Training, Workshop Facilitation, Leadership, Leadership Development, Management, Personnel Management, Career Development, Succession Planning, Organizational Design, Business Process..., Business Strategy, Procurement, Start-ups, Deferred Compensation
Education
Purdue University
Master of Science (MSIR), Industrial Relations
Purdue University - Krannert School of Management
Bachelor of Arts (BA), Psychology
Rich Slater Rich Slater's The Acacia Group LLC Experience June 1995 - October 1996
Job Director of Portfolio Management Programs at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2011 - Present
Morgan Stanley Smith Barney February 2010 - January 2011
Morgan Stanley Smith Barney January 2007 - February 2010
Morgan Stanley Smith Barney July 1998 - January 2007
National Westminster Bank October 1996 - June 1998
The Acacia Group LLC June 1995 - October 1996
Skills
Series 7, Asset Managment, Investments, Portfolio Management, ETFs, Sales, Marketing, Wealth Management, Finance, Capital Markets, Asset Management, Financial Analysis, Mutual Funds, Trading, Management, Series 63, Asset Allocation, Alternative Investments, Equities, Retirement Planning, FINRA, Financial Advisory, Hedge Funds, Relationship Management, Options, Banking, Business Planning, Investment Management, Strategic Financial..., Business Development, Financial Services, Investment Banking
Education
NatWest Markets' Global Graduate Development Program 1997 — 1997
Kent State University 1992 — 1992
Certification in Conflict Management and Mediation
Muhlenberg College
Bachelor of Arts, Economics
na
Morgan Stanley Smith Barney January 2011 - Present
Morgan Stanley Smith Barney February 2010 - January 2011
Morgan Stanley Smith Barney January 2007 - February 2010
Morgan Stanley Smith Barney July 1998 - January 2007
National Westminster Bank October 1996 - June 1998
The Acacia Group LLC June 1995 - October 1996
Skills
Series 7, Asset Managment, Investments, Portfolio Management, ETFs, Sales, Marketing, Wealth Management, Finance, Capital Markets, Asset Management, Financial Analysis, Mutual Funds, Trading, Management, Series 63, Asset Allocation, Alternative Investments, Equities, Retirement Planning, FINRA, Financial Advisory, Hedge Funds, Relationship Management, Options, Banking, Business Planning, Investment Management, Strategic Financial..., Business Development, Financial Services, Investment Banking
Education
NatWest Markets' Global Graduate Development Program 1997 — 1997
Kent State University 1992 — 1992
Certification in Conflict Management and Mediation
Muhlenberg College
Bachelor of Arts, Economics
na
Bill Vincent Bill Vincent's The Acacia Group LLC Experience March 2002 - July 2008
Job President & CEO at Rimedion Inc.
Industry Biotechnology
Experience
Rimedion Inc. October 2010 - Present
New Century Accounting & Tax Services June 2009 - May 2015
Tandem Friends School July 2008 - June 2009
The Acacia Group, LLC March 2002 - July 2008
Terra Bella Cleaners May 2002 - December 2007
Medical Automation Systems December 2000 - May 2002
Philip Morris June 1995 - December 2000
Abbott Labs April 1990 - August 1993
Skills
Medical Devices, Healthcare, Product Development, Strategic Planning, Business Strategy, Business Development, Project Management, Product Management, Marketing Strategy, New Business Development, Product Marketing, Venture Capital, Start-ups, Marketing Management, Lifesciences, Biotechnology, Team Leadership, Contract Negotiation, Management, Entrepreneurship, Market Research, Business Planning, Competitive Analysis, Cross-functional Team...
Education
The University of Texas at Austin - The Red McCombs School of Business 1993 — 1995
Master of Business Administration (MBA), Accounting and Business/Management
Missouri State University 1983 — 1987
BS, Biology / Chemistry
Rimedion Inc. October 2010 - Present
New Century Accounting & Tax Services June 2009 - May 2015
Tandem Friends School July 2008 - June 2009
The Acacia Group, LLC March 2002 - July 2008
Terra Bella Cleaners May 2002 - December 2007
Medical Automation Systems December 2000 - May 2002
Philip Morris June 1995 - December 2000
Abbott Labs April 1990 - August 1993
Skills
Medical Devices, Healthcare, Product Development, Strategic Planning, Business Strategy, Business Development, Project Management, Product Management, Marketing Strategy, New Business Development, Product Marketing, Venture Capital, Start-ups, Marketing Management, Lifesciences, Biotechnology, Team Leadership, Contract Negotiation, Management, Entrepreneurship, Market Research, Business Planning, Competitive Analysis, Cross-functional Team...
Education
The University of Texas at Austin - The Red McCombs School of Business 1993 — 1995
Master of Business Administration (MBA), Accounting and Business/Management
Missouri State University 1983 — 1987
BS, Biology / Chemistry
Sheryl Walder Sheryl Walder's The Acacia Group LLC Experience January 1995 - January 1996
Job Senior Marketing Specialist at ERT
Industry Pharmaceuticals
Experience
ERT February 2000 - Present
Oz Dental May 1999 - February 2000
PracticeWorks February 1996 - April 1999
The Acacia Group LLC January 1995 - January 1996
Siemens Medical Systems December 1994 - January 1996
Toy Stop September 1986 - January 1996
Skills
Exhibition Management, Travel Planning, Budget Management, Budget Tracking, Advertising Management, Budgets, Pharmaceutical Industry, Art Exhibitions, Trade Shows, Cross-functional Team..., Marketing Communications, Medical Devices, Leadership, Salesforce.com, Management, Marketing Strategy, Product Marketing, Sales Operations, Business Development, Competitive Analysis, Oncology, Marketing, Global Marketing, Product Management, Event Management, Market Research, Strategic Partnerships, Strategy, Start-ups, Cpr Certified, Data Management, Lifesciences, Life Sciences
Education
University of Phoenix 1996 — 1998
Master of Business Administration (MBA)
Rutgers University-New Brunswick 1991 — 1994
BA, Economics
ERT February 2000 - Present
Oz Dental May 1999 - February 2000
PracticeWorks February 1996 - April 1999
The Acacia Group LLC January 1995 - January 1996
Siemens Medical Systems December 1994 - January 1996
Toy Stop September 1986 - January 1996
Skills
Exhibition Management, Travel Planning, Budget Management, Budget Tracking, Advertising Management, Budgets, Pharmaceutical Industry, Art Exhibitions, Trade Shows, Cross-functional Team..., Marketing Communications, Medical Devices, Leadership, Salesforce.com, Management, Marketing Strategy, Product Marketing, Sales Operations, Business Development, Competitive Analysis, Oncology, Marketing, Global Marketing, Product Management, Event Management, Market Research, Strategic Partnerships, Strategy, Start-ups, Cpr Certified, Data Management, Lifesciences, Life Sciences
Education
University of Phoenix 1996 — 1998
Master of Business Administration (MBA)
Rutgers University-New Brunswick 1991 — 1994
BA, Economics
Cindy Hawthorne Cindy Hawthorne's The Acacia Group LLC Experience April 1987 - May 1998
Job Sr. Agency Compliance Consultant
Industry Financial Services
Experience
MetLife May 1998 - Present
The Acacia Group LLC April 1987 - May 1998
Buchanan & Co., Inc. April 1981 - April 1987
Skills
Leadership
Education
Mississippi College 1980 — 1982
Bachelor’s Degree, Business Administration
Hinds Community College 1978 — 1980
Associate’s Degree
MetLife May 1998 - Present
The Acacia Group LLC April 1987 - May 1998
Buchanan & Co., Inc. April 1981 - April 1987
Skills
Leadership
Education
Mississippi College 1980 — 1982
Bachelor’s Degree, Business Administration
Hinds Community College 1978 — 1980
Associate’s Degree
Mike Kwiatkowski Mike Kwiatkowski's The Acacia Group LLC Experience 1990 - 2000
Job President at Retirement Solutions, Inc.
Industry Financial Services
Experience
Retirement Solutions, Inc. 2000 - Present
LPL Financial 2000 - Present
The Acacia Group LLC 1990 - 2000
American National Bank - Chicago 1986 - 1990
Skills
Retirement Planning, Estate Planning, Retirement, Fixed Annuities, IRAs, Investment Advisory, Wealth Management, Financial Advisory, 401k, Investments, Financial Planners, Strategic Financial..., Long-term Care, Wealth, Series 7, Mutual Funds, Securities, Investment Strategies, Alternative Investments, Asset Allocation
Education
College for Financial Planning 1988 — 1990
Certified Financial Planner designation, CFP
University of Toledo 1976 — 1980
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Retirement Solutions, Inc. 2000 - Present
LPL Financial 2000 - Present
The Acacia Group LLC 1990 - 2000
American National Bank - Chicago 1986 - 1990
Skills
Retirement Planning, Estate Planning, Retirement, Fixed Annuities, IRAs, Investment Advisory, Wealth Management, Financial Advisory, 401k, Investments, Financial Planners, Strategic Financial..., Long-term Care, Wealth, Series 7, Mutual Funds, Securities, Investment Strategies, Alternative Investments, Asset Allocation
Education
College for Financial Planning 1988 — 1990
Certified Financial Planner designation, CFP
University of Toledo 1976 — 1980
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Donna Ford Donna Ford's The Acacia Group LLC Experience September 1990 - November 1993
Job Sales Business Operations Manager Large Legal US 1 Market Area
Industry Information Technology and Services
Experience
LexisNexis February 2011 - Present
LexisNexis January 2009 - February 2011
LexisNexis March 2006 - January 2009
LexisNexis June 2000 - March 2006
NationsSecurities November 1993 - June 1998
The Acacia Group LLC September 1990 - November 1993
BofA Merrill Lynch May 1988 - September 1990
Skills
Solution Selling, Sales Process, Account Management, Business Development, Training, Lead Generation, Salesforce.com, Sales, CRM, Management, Sales Management, Analysis, Performance Management, Forecasting, Business Analysis, Sales Operations
Education
Capella University 2015 — 2018
Bachelor of Science (BS) /MBA, Business Management and Leadership
Trinity University-Washington 1988 — 1992
Bachelor's degree, Finance, General
LexisNexis February 2011 - Present
LexisNexis January 2009 - February 2011
LexisNexis March 2006 - January 2009
LexisNexis June 2000 - March 2006
NationsSecurities November 1993 - June 1998
The Acacia Group LLC September 1990 - November 1993
BofA Merrill Lynch May 1988 - September 1990
Skills
Solution Selling, Sales Process, Account Management, Business Development, Training, Lead Generation, Salesforce.com, Sales, CRM, Management, Sales Management, Analysis, Performance Management, Forecasting, Business Analysis, Sales Operations
Education
Capella University 2015 — 2018
Bachelor of Science (BS) /MBA, Business Management and Leadership
Trinity University-Washington 1988 — 1992
Bachelor's degree, Finance, General
George R. Collett, CFP® George R. Collett, CFP®'s The Acacia Group LLC Experience March 1996 - April 1997
Job Founder & President, Your Source Financial
Industry Financial Services
Experience
Your Source Financial April 2000 - Present
AdvisorShares June 2012 - Present
DeGreen Financial April 1997 - April 2000
The Acacia Group LLC March 1996 - April 1997
Ameriprise Financial Services, Inc. October 1993 - March 1996
Industrial Bolt and Screw Supply December 1992 - October 1993
The Lucks Company March 1990 - December 1992
US Navy May 1982 - May 1991
Skills
Certified Financial..., Portfolio Management, Business Planning, Estate Planning, Pension Systems, Life Insurance, Finance, Small Business, Management, Mutual Funds, Private Equity, Corporate Finance, Strategic Planning, Investments, New Business Development, Investment Strategies, Financial Advisory, Start-ups
Education
Wabash College 1978 — 1982
Bachelor of Arts (BA), Philosophy and Religious Studies
College for Financial Planning 1999 — 2002
Personal Finance
Your Source Financial April 2000 - Present
AdvisorShares June 2012 - Present
DeGreen Financial April 1997 - April 2000
The Acacia Group LLC March 1996 - April 1997
Ameriprise Financial Services, Inc. October 1993 - March 1996
Industrial Bolt and Screw Supply December 1992 - October 1993
The Lucks Company March 1990 - December 1992
US Navy May 1982 - May 1991
Skills
Certified Financial..., Portfolio Management, Business Planning, Estate Planning, Pension Systems, Life Insurance, Finance, Small Business, Management, Mutual Funds, Private Equity, Corporate Finance, Strategic Planning, Investments, New Business Development, Investment Strategies, Financial Advisory, Start-ups
Education
Wabash College 1978 — 1982
Bachelor of Arts (BA), Philosophy and Religious Studies
College for Financial Planning 1999 — 2002
Personal Finance
Beth Haddock's The Acacia Group LLC Experience 1995 - 1997
Job Managing Director Head of Institutional Compliance at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners October 2013 - Present
Brown Brothers Harriman April 2005 - October 2013
Brown Brothers Harriman April 2005 - July 2011
AXA Equitable January 1997 - January 2005
The Acacia Group LLC 1995 - 1997
Cohen, Hausfeld & Toll 1993 - 1995
Skills
Adjunct Professor NYU, NYSE Liffe Arbitration..., Hold Series 7, 24, 14..., Darden School of..., Securities, Securities Regulation, Investment Advisory, Hedge Funds, Banking, Financial Services, Investment Management, Insurance, FINRA, NYSE, Mutual Funds, Investment Advisers Act, Investments, Arbitration, AML, Investment Company Act, Corporate Governance, Corporate Law
Education
Columbus School of Law 1990 — 1993
JD, Law
Bucknell University 1984 — 1988
BA, Economics
Guggenheim Partners October 2013 - Present
Brown Brothers Harriman April 2005 - October 2013
Brown Brothers Harriman April 2005 - July 2011
AXA Equitable January 1997 - January 2005
The Acacia Group LLC 1995 - 1997
Cohen, Hausfeld & Toll 1993 - 1995
Skills
Adjunct Professor NYU, NYSE Liffe Arbitration..., Hold Series 7, 24, 14..., Darden School of..., Securities, Securities Regulation, Investment Advisory, Hedge Funds, Banking, Financial Services, Investment Management, Insurance, FINRA, NYSE, Mutual Funds, Investment Advisers Act, Investments, Arbitration, AML, Investment Company Act, Corporate Governance, Corporate Law
Education
Columbus School of Law 1990 — 1993
JD, Law
Bucknell University 1984 — 1988
BA, Economics
Beth Hunter's The Acacia Group LLC Experience 1990 - 1998
Job Vice President, Treasury at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial 2005 - Present
E*TRADE Financial 2002 - 2005
American Century Investments 1999 - 2002
Calvert Investments 1993 - 1999
The Acacia Group LLC 1990 - 1998
The Acacia Group LLC 1990 - 1998
The Acacia Group LLC 1990 - 1998
Skills
Banking, Financial Risk, Funding, Equities, Investments, Portfolio Management, Securities, Asset Managment, Liquidity Management, Wealth Management, Investment Management, Treasury, Treasury Services, Capital Markets, Derivatives, Fixed Income, Asset Management, Cash Management, Mutual Funds, Relationship Management, Forecasting, Management, Money Market, Bonds, Bloomberg, Financial Services, Financial Markets, Treasury Management
Education
Corcoran College of Art and Design 2011 — 2013
Graphic Design
University of Washington 1983 — 1987
B.A., Russian and Eastern European Studies
E*TRADE Financial 2005 - Present
E*TRADE Financial 2002 - 2005
American Century Investments 1999 - 2002
Calvert Investments 1993 - 1999
The Acacia Group LLC 1990 - 1998
The Acacia Group LLC 1990 - 1998
The Acacia Group LLC 1990 - 1998
Skills
Banking, Financial Risk, Funding, Equities, Investments, Portfolio Management, Securities, Asset Managment, Liquidity Management, Wealth Management, Investment Management, Treasury, Treasury Services, Capital Markets, Derivatives, Fixed Income, Asset Management, Cash Management, Mutual Funds, Relationship Management, Forecasting, Management, Money Market, Bonds, Bloomberg, Financial Services, Financial Markets, Treasury Management
Education
Corcoran College of Art and Design 2011 — 2013
Graphic Design
University of Washington 1983 — 1987
B.A., Russian and Eastern European Studies
Gina Papia Lewis's The Acacia Group LLC Experience March 1989 - May 1990
Job Pharmaceuticals Professional
Industry Pharmaceuticals
Experience
Copley Pharmaceutical, Inc. May 1991 - January 1997
The Acacia Group LLC March 1989 - May 1990
Acoustic Research December 1986 - July 1988
MG Expositions Group/Miller Freeman Publishing June 1985 - November 1986
Dunham-Bush, Inc. May 1983 - October 1984
Daymarc Corporation June 1980 - May 1983
Skills
Newsletters, Cross-functional Team..., Product Development, Marketing Strategy, Pharmaceutical Industry, Advertising, Sales Management
Education
Bentley University 1981 — 1985
Marketing Management, Marketing
Copley Pharmaceutical, Inc. May 1991 - January 1997
The Acacia Group LLC March 1989 - May 1990
Acoustic Research December 1986 - July 1988
MG Expositions Group/Miller Freeman Publishing June 1985 - November 1986
Dunham-Bush, Inc. May 1983 - October 1984
Daymarc Corporation June 1980 - May 1983
Skills
Newsletters, Cross-functional Team..., Product Development, Marketing Strategy, Pharmaceutical Industry, Advertising, Sales Management
Education
Bentley University 1981 — 1985
Marketing Management, Marketing
Cordia McArthur's The Acacia Group LLC Experience February 1988 - October 2000
Job Disabled Veterans' Outreach Placement Counselor at State of Maryland
Industry Government Administration
Experience
State of Maryland July 2001 - Present
State of Maryland July 2001 - Present
The Acacia Group LLC February 1988 - October 2000
The Advisors Group LLP February 1988 - September 2000
Skills
Employee Training, Career Counseling, Customer Service, Community Outreach, New Business Development, Case Managment, Communication, Compliance, Case Management, Interviews, Access, Program Management, Management, Microsoft Office, Training
Education
University of Maryland University College 1988 — 1991
Bachelor's degree, Business Administration and Management, General
State of Maryland July 2001 - Present
State of Maryland July 2001 - Present
The Acacia Group LLC February 1988 - October 2000
The Advisors Group LLP February 1988 - September 2000
Skills
Employee Training, Career Counseling, Customer Service, Community Outreach, New Business Development, Case Managment, Communication, Compliance, Case Management, Interviews, Access, Program Management, Management, Microsoft Office, Training
Education
University of Maryland University College 1988 — 1991
Bachelor's degree, Business Administration and Management, General
Finnerty Cristie's The Acacia Group LLC Experience 1993 - 1995
Job Department Administrative Assistant at Florida Hospital
Industry Hospital & Health Care
Experience
Florida Hospital December 2012 - Present
Florida Hospital November 2011 - November 2012
The Acacia Group LLC 1993 - 1995
Skills
Healthcare, Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Team Building, Inpatient, Teaching, Strategic Planning, Project Planning, Outlook
Education
Seminole State College 2011 — 2016
Business Administration and Management, General
Southern Adventist University 1981 — 1982
Office Manager
Florida Hospital December 2012 - Present
Florida Hospital November 2011 - November 2012
The Acacia Group LLC 1993 - 1995
Skills
Healthcare, Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Team Building, Inpatient, Teaching, Strategic Planning, Project Planning, Outlook
Education
Seminole State College 2011 — 2016
Business Administration and Management, General
Southern Adventist University 1981 — 1982
Office Manager
Dale Garnes's The Acacia Group LLC Experience January 2000 - March 2008
Job Experienced Sales Professional
Industry Consumer Goods
Experience
Keurig Green Mountain, Inc. April 2012 - Present
Xerox Corporation April 2008 - November 2011
The Acacia Group, LLC January 2000 - March 2008
Education
University of Maryland College Park
BA, Criminology
Keurig Green Mountain, Inc. April 2012 - Present
Xerox Corporation April 2008 - November 2011
The Acacia Group, LLC January 2000 - March 2008
Education
University of Maryland College Park
BA, Criminology