The Advisors Group
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The Advisors Group Employees
Employee
Years
Job
Industry
Jeff Harrison Jeff Harrison's The Advisors Group Experience 1999 - 2000
Job Principal at The Immersion Group
Industry Financial Services
Experience
Wells Fargo Advisors October 2011 - November 2013
Wells Fargo Company April 2010 - October 2011
E*TRADE 2008 - 2009
Business Edge Solutions, EMC 2007 - 2007
TIAA-CREF 2005 - 2007
Harrison Consulting 2004 - 2005
MONY 2000 - 2004
The Advisors Group 1999 - 2000
DIME SECURITIES 1997 - 1998
First Union 1996 - 1997
Skills
Strategic Planning, Vendor Management, Training, Wealth Management, Financial Services, Strategic Financial..., Retirement, Start-ups, Portfolio Management, Program Management, Cross-functional Team..., Investments, Strategy, Product Management, Management, Securities, Finance, Financial Planning, Leadership
Education
City University of New York-Baruch College - Zicklin School of Business 1978 — 1984
MBA 1984, Finance
The George Washington University 1971 — 1974
BA 1975, Political Science
University of North Carolina at Charlotte
Accelerated Project Management Certificate, Certificate
Wells Fargo Advisors October 2011 - November 2013
Wells Fargo Company April 2010 - October 2011
E*TRADE 2008 - 2009
Business Edge Solutions, EMC 2007 - 2007
TIAA-CREF 2005 - 2007
Harrison Consulting 2004 - 2005
MONY 2000 - 2004
The Advisors Group 1999 - 2000
DIME SECURITIES 1997 - 1998
First Union 1996 - 1997
Skills
Strategic Planning, Vendor Management, Training, Wealth Management, Financial Services, Strategic Financial..., Retirement, Start-ups, Portfolio Management, Program Management, Cross-functional Team..., Investments, Strategy, Product Management, Management, Securities, Finance, Financial Planning, Leadership
Education
City University of New York-Baruch College - Zicklin School of Business 1978 — 1984
MBA 1984, Finance
The George Washington University 1971 — 1974
BA 1975, Political Science
University of North Carolina at Charlotte
Accelerated Project Management Certificate, Certificate
Melissa Hackett Melissa Hackett's The Advisors Group Experience April 1991 - August 1992
Job Special Education Teacher at LISD
Industry Education Management
Experience
Lewisville ISD August 2013 - Present
Lewisville ISD August 2012 - August 2013
Lewisville ISD August 2005 - August 2012
PRO STAFF PERSONNEL SERVICES September 1992 - September 1995
The Advisors Group (formerly The Acacia Group/Calvert Securities April 1991 - August 1992
THE ADVISORS GROUP April 1991 - August 1992
Four Seasons Hotel, Philadelphia June 1986 - February 1991
Four Seasons Hotel, Philadelphia June 1986 - February 1991
Four Seasons Hotel, Philadelphia June 1986 - February 1991
FOUR SEASONS HOTEL June 1986 - February 1991
Skills
Project Management, Team Leadership, Training, Relationship Management, Creative Problem Solving, Strong Documentation, Adept in Fast-Paced..., Comfortable working in..., Enthusiastic..., Software Documentation, Customer Service, Management, Budgets, Customer Satisfaction, Leadership Development, Public Speaking, Teaching, Tutoring, Special Education, Coaching, Classroom, Staff Development, Nonprofits, Community Outreach, Higher Education, Volunteer Management, Fundraising, Grant Writing, Behavior Management, Event Planning, Educational Leadership, Program Development, Classroom Management, Budgeting, Leadership, Administration
Education
Drexel University 1983 — 1987
BS, Hotel/Restaurant Management
ECAP 2009 — 2009
Special Education EC-12, Special Education and Teaching, Certified
Lewisville ISD August 2013 - Present
Lewisville ISD August 2012 - August 2013
Lewisville ISD August 2005 - August 2012
PRO STAFF PERSONNEL SERVICES September 1992 - September 1995
The Advisors Group (formerly The Acacia Group/Calvert Securities April 1991 - August 1992
THE ADVISORS GROUP April 1991 - August 1992
Four Seasons Hotel, Philadelphia June 1986 - February 1991
Four Seasons Hotel, Philadelphia June 1986 - February 1991
Four Seasons Hotel, Philadelphia June 1986 - February 1991
FOUR SEASONS HOTEL June 1986 - February 1991
Skills
Project Management, Team Leadership, Training, Relationship Management, Creative Problem Solving, Strong Documentation, Adept in Fast-Paced..., Comfortable working in..., Enthusiastic..., Software Documentation, Customer Service, Management, Budgets, Customer Satisfaction, Leadership Development, Public Speaking, Teaching, Tutoring, Special Education, Coaching, Classroom, Staff Development, Nonprofits, Community Outreach, Higher Education, Volunteer Management, Fundraising, Grant Writing, Behavior Management, Event Planning, Educational Leadership, Program Development, Classroom Management, Budgeting, Leadership, Administration
Education
Drexel University 1983 — 1987
BS, Hotel/Restaurant Management
ECAP 2009 — 2009
Special Education EC-12, Special Education and Teaching, Certified
Jason Biggi Jason Biggi's The Advisors Group Experience February 1998 - August 1998
Job Market Intelligence Analyst at Magnesita
Industry Banking
Experience
Magnesita June 2013 - Present
PSECU September 2003 - May 2013
Greenhill 1999 - 2003
The Advisors Group February 1998 - August 1998
Skills
-Extremely proficient..., -Advanced modeling,..., - Knowledgeable in..., -Trained in Project..., Project Management, Finance, Financial Analysis, Banking, Access, Financial Modeling, Strategic Planning, Accounting, Corporate Finance, Business Analysis, Risk Management, Microsoft Excel, Microsoft SQL Server, Mergers, Microsoft Office, Business Intelligence, Analysis, Mergers & Acquisitions, Management, Statistical Data..., Strategy, Statistical Modeling, Data Management, Account Management
Education
Loyola University Maryland 2002 — 2005
Master of Science (M.S.), Finance, 3.96
Capital College, Pennsylvania State University 1994 — 1996
Bachelor of Science in Finance, Finance
Elizabethtown College 1992 — 1994
Business Administration and Management, General
Magnesita June 2013 - Present
PSECU September 2003 - May 2013
Greenhill 1999 - 2003
The Advisors Group February 1998 - August 1998
Skills
-Extremely proficient..., -Advanced modeling,..., - Knowledgeable in..., -Trained in Project..., Project Management, Finance, Financial Analysis, Banking, Access, Financial Modeling, Strategic Planning, Accounting, Corporate Finance, Business Analysis, Risk Management, Microsoft Excel, Microsoft SQL Server, Mergers, Microsoft Office, Business Intelligence, Analysis, Mergers & Acquisitions, Management, Statistical Data..., Strategy, Statistical Modeling, Data Management, Account Management
Education
Loyola University Maryland 2002 — 2005
Master of Science (M.S.), Finance, 3.96
Capital College, Pennsylvania State University 1994 — 1996
Bachelor of Science in Finance, Finance
Elizabethtown College 1992 — 1994
Business Administration and Management, General
William (Bill) Ford, CFP® William (Bill) Ford, CFP®'s The Advisors Group Experience 1993 - 1995
Job Vice President, National Accounts at American Century Investments
Industry Financial Services
Experience
American Century Investments July 2010 - Present
Summit Financial Corporation July 2009 - July 2010
Guardian Investor Services LLC March 2000 - December 2008
New England Financial 1998 - 2000
Putnam Investments 1994 - 1998
The Advisors Group 1993 - 1995
Ameriprise Financial 1991 - 1993
Skills
Mutual Funds, Asset Management
Education
University of New Hampshire 1985 — 1989
American Century Investments July 2010 - Present
Summit Financial Corporation July 2009 - July 2010
Guardian Investor Services LLC March 2000 - December 2008
New England Financial 1998 - 2000
Putnam Investments 1994 - 1998
The Advisors Group 1993 - 1995
Ameriprise Financial 1991 - 1993
Skills
Mutual Funds, Asset Management
Education
University of New Hampshire 1985 — 1989
Isaac Kaz Curry's The Advisors Group Experience July 2002 - July 2008
Job VIP Mktng & Svcs Lead Aria Resort & Casino Venues
Industry Hospitality
Experience
The Light Group January 2012 - Present
Vice Lounge /CMK Events May 2008 - October 2011
The Advisors Group July 2002 - July 2008
Education
The Ohio State University - The Max M. Fisher College of Business 1993 — 1998
Int'l Business Mgt., Business, 3.6
The Light Group January 2012 - Present
Vice Lounge /CMK Events May 2008 - October 2011
The Advisors Group July 2002 - July 2008
Education
The Ohio State University - The Max M. Fisher College of Business 1993 — 1998
Int'l Business Mgt., Business, 3.6
Jeff Helms Jeff Helms's The Advisors Group Experience January 1986 - March 2000
Job President First Coast Wealth Advisors
Industry Financial Services
Experience
First Coast Wealth Advisors 2004 - Present
Financial Engines May 2002 - December 2003
The Advisors Group January 1986 - March 2000
Skills
Wealth Management, Investment Advisory, Strategic Financial..., Estate Planning, Portfolio Management
Education
American University - Kogod School of Business 1983 — 1985
Finance and Financial Management Services
University of Maryland College Park 1979 — 1983
Bachelor's degree, Psychology
First Coast Wealth Advisors 2004 - Present
Financial Engines May 2002 - December 2003
The Advisors Group January 1986 - March 2000
Skills
Wealth Management, Investment Advisory, Strategic Financial..., Estate Planning, Portfolio Management
Education
American University - Kogod School of Business 1983 — 1985
Finance and Financial Management Services
University of Maryland College Park 1979 — 1983
Bachelor's degree, Psychology
Marshall Dearden's The Advisors Group Experience 1995 - 2002
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
Victoria Sarda's The Advisors Group Experience November 2013 - Present
Job Registered Principal at The Advisors Group
Industry Financial Services
Experience
The Advisors Group November 2013 - Present
Merrill Lynch January 2006 - November 2013
Skills
International Business, Business Planning, Strategic Planning, Financial Analysis, Strategic Financial..., Investments, Retirement Planning, Finance, Wealth Management, Portfolio Management, Customer Service, 401(k) Plan Consulting, Financial Advisory, Series 7, Mutual Funds, Asset Allocation, Investment Advisory, Financial Planning
Education
Thunderbird School of Global Management
Michigan State University
The Advisors Group November 2013 - Present
Merrill Lynch January 2006 - November 2013
Skills
International Business, Business Planning, Strategic Planning, Financial Analysis, Strategic Financial..., Investments, Retirement Planning, Finance, Wealth Management, Portfolio Management, Customer Service, 401(k) Plan Consulting, Financial Advisory, Series 7, Mutual Funds, Asset Allocation, Investment Advisory, Financial Planning
Education
Thunderbird School of Global Management
Michigan State University
Aslam Patmah's The Advisors Group Experience February 1999 - May 2003
Job Investment Management Professional
Industry Investment Management
Experience
Legg Mason Investment Counsel September 2003 - December 2008
The Advisors group February 1999 - May 2003
Capital Asset Management Group June 1995 - January 1999
Calvert Group January 1994 - May 1995
Education
University of Maryland College Park 1989 — 1992
BS Finance, Finance
British Society of Commerce, England
Advanced Accounting Certificate
London Chamber of Commerce
Intermediate Accounting Certificate
Legg Mason Investment Counsel September 2003 - December 2008
The Advisors group February 1999 - May 2003
Capital Asset Management Group June 1995 - January 1999
Calvert Group January 1994 - May 1995
Education
University of Maryland College Park 1989 — 1992
BS Finance, Finance
British Society of Commerce, England
Advanced Accounting Certificate
London Chamber of Commerce
Intermediate Accounting Certificate
Robert Branch, ChFC, CFP®'s The Advisors Group Experience 1996 - 1999
Job Managing Partner at 20/20 Financial Advisers, LLC
Industry Financial Services
Experience
20/20 Financial Advisers, LLC May 2003 - Present
Ameritas Life - A member of the UNIFI Companies 1999 - Present
Ameritas Investment Corp. 1996 - Present
The Advisors Group 1996 - 1999
Skills
Retirement Planning, Series 7, Securities, Financial Planning, Portfolio Management, Insurance, Investments, Disability Insurance, Annuities, Wealth Management
Education
The American College 2004 — 2005
Certified Financial Planner Certificate (CFP), Financial Planning
The American College 2002 — 2003
Chartered Financial Consultant (ChFC), Financial Consulting
University of Central Florida 1991 — 1996
Business Administration
20/20 Financial Advisers, LLC May 2003 - Present
Ameritas Life - A member of the UNIFI Companies 1999 - Present
Ameritas Investment Corp. 1996 - Present
The Advisors Group 1996 - 1999
Skills
Retirement Planning, Series 7, Securities, Financial Planning, Portfolio Management, Insurance, Investments, Disability Insurance, Annuities, Wealth Management
Education
The American College 2004 — 2005
Certified Financial Planner Certificate (CFP), Financial Planning
The American College 2002 — 2003
Chartered Financial Consultant (ChFC), Financial Consulting
University of Central Florida 1991 — 1996
Business Administration
Brian Morales's The Advisors Group Experience 1995 - 1997
Job Financial Advisor, First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2006 - Present
UBS Wealth Management September 1997 - July 2006
The Advisors Group 1995 - 1997
Education
University of Maryland College Park 1986 — 1991
BS
Bishop McNamara 1982 — 1986
Wells Fargo Advisors July 2006 - Present
UBS Wealth Management September 1997 - July 2006
The Advisors Group 1995 - 1997
Education
University of Maryland College Park 1986 — 1991
BS
Bishop McNamara 1982 — 1986