The Financial Group
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The Financial Group Employees
Employee
Years
Job
Industry
Katrina McLoughlin Katrina McLoughlin's The Financial Group Experience February 2013 - Present
Job Business Development Representative
Industry Information Technology and Services
Experience
The Financial Group February 2013 - Present
eCoast September 2011 - December 2012
The CCS Companies June 2010 - April 2011
Centerpoint Teleservices June 2008 - March 2010
Skills
Salesforce.com, Lead Generation, Call Center, Account Management, Cold Calling, Customer Retention, Customer Service, Sales, Solution Selling, Customer Satisfaction, Microsoft Office, New Business Development, Sales Management, Outlook
Education
Southern New Hampshire University 2012 — 2014
Bachelor's degree, Business/Accounting/Finance
Spaulding High School 2005 — 2009
The Financial Group February 2013 - Present
eCoast September 2011 - December 2012
The CCS Companies June 2010 - April 2011
Centerpoint Teleservices June 2008 - March 2010
Skills
Salesforce.com, Lead Generation, Call Center, Account Management, Cold Calling, Customer Retention, Customer Service, Sales, Solution Selling, Customer Satisfaction, Microsoft Office, New Business Development, Sales Management, Outlook
Education
Southern New Hampshire University 2012 — 2014
Bachelor's degree, Business/Accounting/Finance
Spaulding High School 2005 — 2009
Amy Sparling Amy Sparling's The Financial Group Experience May 2013 - November 2013
Job
Industry
Experience
TIAA-CREF November 2013 - Present
The Financial Group May 2013 - November 2013
CG Financial Services October 2006 - April 2013
Education
Michigan State University 2002 — 2006
Bachelors, Finance, General
TIAA-CREF November 2013 - Present
The Financial Group May 2013 - November 2013
CG Financial Services October 2006 - April 2013
Education
Michigan State University 2002 — 2006
Bachelors, Finance, General
Jeff Valentino Jeff Valentino's The Financial Group Experience June 2005 - June 2008
Job VP, Business Development at GiftCards.com
Industry Internet
Experience
GiftCards.com January 2013 - Present
Web.com June 2008 - December 2012
The Financial Group June 2005 - June 2008
Skills
Business Development, Strategic Partnerships, Account Management, Lead Generation, E-commerce, Online Marketing, Online Advertising, Direct Marketing, Sales, Strategy, Contract Negotiation, Management, New Business Development, Competitive Analysis, Sales Management, B2B, Small Business, Business Strategy, Leadership, Marketing Strategy, Direct Sales, Product Marketing, Mergers & Acquisitions, Digital Marketing, Customer Acquisition
Education
The University of Connecticut 1998 — 2003
Bachelor's Degree, Communication Sciences and Marketing
GiftCards.com January 2013 - Present
Web.com June 2008 - December 2012
The Financial Group June 2005 - June 2008
Skills
Business Development, Strategic Partnerships, Account Management, Lead Generation, E-commerce, Online Marketing, Online Advertising, Direct Marketing, Sales, Strategy, Contract Negotiation, Management, New Business Development, Competitive Analysis, Sales Management, B2B, Small Business, Business Strategy, Leadership, Marketing Strategy, Direct Sales, Product Marketing, Mergers & Acquisitions, Digital Marketing, Customer Acquisition
Education
The University of Connecticut 1998 — 2003
Bachelor's Degree, Communication Sciences and Marketing
Karen Gehrke Karen Gehrke's The Financial Group Experience October 2001 - July 2002
Job Continuing Education Instructor at Carteret Community College
Industry Banking
Experience
Carteret Community College September 2012 - Present
Bank of North Carlina August 2007 - August 2012
SunTrust Bank March 2007 - August 2007
RBC Centura May 2006 - March 2007
RBC Centura November 2003 - May 2006
The Financial Group October 2001 - July 2002
Skills
Management, Financial Risk, Banking, Auditing, Finance, Microsoft Excel, Accounting, Access, Marketing, Performance Management, Sales, Policy, Microsoft Word, Customer Service
Education
December 2010 Guilford College 2008 — 2010
Bachelor of Science, Forensic Accounting and Accounting; Forensic Accounting
Guilford Technical Community College 1988 — 1990
Associate Degree in Architectural Technology, Architectural Technology
UNCG 1983 — 1985
B.S. Home Economics, Clothing and Texiles/Fashion Merchandising
Carteret Community College September 2012 - Present
Bank of North Carlina August 2007 - August 2012
SunTrust Bank March 2007 - August 2007
RBC Centura May 2006 - March 2007
RBC Centura November 2003 - May 2006
The Financial Group October 2001 - July 2002
Skills
Management, Financial Risk, Banking, Auditing, Finance, Microsoft Excel, Accounting, Access, Marketing, Performance Management, Sales, Policy, Microsoft Word, Customer Service
Education
December 2010 Guilford College 2008 — 2010
Bachelor of Science, Forensic Accounting and Accounting; Forensic Accounting
Guilford Technical Community College 1988 — 1990
Associate Degree in Architectural Technology, Architectural Technology
UNCG 1983 — 1985
B.S. Home Economics, Clothing and Texiles/Fashion Merchandising
Gary Sheehan, B.S. Gary Sheehan, B.S.'s The Financial Group Experience 1996 - 2004
Job Quality Manager at inVentiv Health Clinical
Industry Pharmaceuticals
Experience
inVentiv Health Clinical May 2014 - Present
Premier Research September 2012 - March 2014
GCS Compliance Solutions May 2012 - September 2012
Church of The Holy Spirit April 2002 - September 2012
Takeda Global Research & Development Center 2005 - May 2012
The Financial Group 1996 - 2004
Skills
CQA Auditor, Project Planning, Consultant Coordination, FDA Inspection Readiness, FDA Inspection..., NDA Submission Document..., Inspection Readiness..., For Cause Audits, Misconduct..., Audit Database..., Third Party Vendor..., GCP and ICH Trainer, Quality Assurance, GCP, Clinical Trials, Sop, GxP, CRO, EDC, Regulatory Affairs, Auditing, FDA, ICH Conference, Software Documentation, Clinical Development, 21 CFR Part 11, Regulatory Requirements, Clinical Research, Pharmaceutical Industry, Clinical Data Management, CTMS, Pharmaceutics, Regulatory Submissions, Quality Auditing, Validation, ICH-GCP, Oncology, Clinical Monitoring, Change Control, Medical Writing, Therapeutic Areas, Pharmacovigilance, Diabetes, Infectious Diseases, SOP, CAPA, Medical Devices, Protocol
Education
The George Washington University 2011 — 2016
Masters, Clinical Research Administration (in progress), A
University of Illinois at Urbana-Champaign 1977 — 1982
BS, Music Education K-12
Maine Township High School South 1973 — 1977
Diploma, Music, Drama, and English
inVentiv Health Clinical May 2014 - Present
Premier Research September 2012 - March 2014
GCS Compliance Solutions May 2012 - September 2012
Church of The Holy Spirit April 2002 - September 2012
Takeda Global Research & Development Center 2005 - May 2012
The Financial Group 1996 - 2004
Skills
CQA Auditor, Project Planning, Consultant Coordination, FDA Inspection Readiness, FDA Inspection..., NDA Submission Document..., Inspection Readiness..., For Cause Audits, Misconduct..., Audit Database..., Third Party Vendor..., GCP and ICH Trainer, Quality Assurance, GCP, Clinical Trials, Sop, GxP, CRO, EDC, Regulatory Affairs, Auditing, FDA, ICH Conference, Software Documentation, Clinical Development, 21 CFR Part 11, Regulatory Requirements, Clinical Research, Pharmaceutical Industry, Clinical Data Management, CTMS, Pharmaceutics, Regulatory Submissions, Quality Auditing, Validation, ICH-GCP, Oncology, Clinical Monitoring, Change Control, Medical Writing, Therapeutic Areas, Pharmacovigilance, Diabetes, Infectious Diseases, SOP, CAPA, Medical Devices, Protocol
Education
The George Washington University 2011 — 2016
Masters, Clinical Research Administration (in progress), A
University of Illinois at Urbana-Champaign 1977 — 1982
BS, Music Education K-12
Maine Township High School South 1973 — 1977
Diploma, Music, Drama, and English
Shivana Ramcharan Shivana Ramcharan's The Financial Group Experience July 2007 - August 2008
Job Audit Assistant at Deloitte & Touche LLP
Industry Accounting
Experience
Deloitte September 2014 - Present
Monroe College April 2012 - September 2014
Deloitte June 2013 - July 2013
Monroe College January 2010 - June 2012
The Financial Group July 2007 - August 2008
Southern Food Basket February 2007 - April 2007
TOSL Engineering Limited August 2006 - November 2006
Skills
Accounts Payable, Accounts Receivable, Accounting, Payroll, Bookkeeping, Peachtree, Auditing, QuickBooks, Financial Statements, General Ledger, External Audit, Financial Statement..., Auditing Standards, Outlook, Data Entry, Access, Time Management, Microsoft Excel, PowerPoint
Education
Couva Government Secondary
Monroe College 2012 — 2013
Masters of Business Administration, Finance Concentration, 4.0 GPA
Monroe College 2008 — 2010
Bachelor of Business Administration (BBA), Public Accounting 150 Credit, 4.0 GPA
Students' Accountancy Center 2002 — 2008
ACCA, Accounting
Deloitte September 2014 - Present
Monroe College April 2012 - September 2014
Deloitte June 2013 - July 2013
Monroe College January 2010 - June 2012
The Financial Group July 2007 - August 2008
Southern Food Basket February 2007 - April 2007
TOSL Engineering Limited August 2006 - November 2006
Skills
Accounts Payable, Accounts Receivable, Accounting, Payroll, Bookkeeping, Peachtree, Auditing, QuickBooks, Financial Statements, General Ledger, External Audit, Financial Statement..., Auditing Standards, Outlook, Data Entry, Access, Time Management, Microsoft Excel, PowerPoint
Education
Couva Government Secondary
Monroe College 2012 — 2013
Masters of Business Administration, Finance Concentration, 4.0 GPA
Monroe College 2008 — 2010
Bachelor of Business Administration (BBA), Public Accounting 150 Credit, 4.0 GPA
Students' Accountancy Center 2002 — 2008
ACCA, Accounting
Tasha Williams Tasha Williams's The Financial Group Experience November 2005 - June 2006
Job Sr. Mortgage Advisor at NLC Loans NMLS# 1039518
Industry Financial Services
Experience
NLC Loans October 2015 - Present
House-warehouse.com October 2013 - Present
Mid America Mortgage, Inc May 2014 - September 2015
Mortgage Investors Corporation October 2008 - October 2013
Key Financial Corp August 2008 - October 2008
Countrywide Full Spectrum Lending March 2007 - August 2008
Oak Street Mortgage July 2006 - March 2007
The Financial Group November 2005 - June 2006
Mortgage investors corporation July 2001 - October 2005
Skills
Loans, Refinance, VA loans, Government Loans, Sales, NMLS Licensed, FHA, FHA financing, Negotiation, Training, Reverse Mortgages, NMLS, Credit, Call Centers, Troubleshooting, Encompass, Calyx Point, Management, Loan Origination, Rates, Residential Mortgages, Certified Mortgage..., Mortgage Underwriting, Debt Consolidation, Home Equity Loans, Analysis, Compliance, AS400 system, Microsoft Excel, Microsoft Word, Veterans, Coaching, Motivation, Friendly Personality, Business Strategy, Team Building, Supervisory Skills, Cold Calling, Managerial Finance, Microsoft Office, Networking, Mac, PowerPoint, Quality Assurance, Apple, Superior Communications..., Investment Properties, Wholesale Real Estate, VA Loans, FHA Financing
Education
St. Petersburg College
GED
NLC Loans October 2015 - Present
House-warehouse.com October 2013 - Present
Mid America Mortgage, Inc May 2014 - September 2015
Mortgage Investors Corporation October 2008 - October 2013
Key Financial Corp August 2008 - October 2008
Countrywide Full Spectrum Lending March 2007 - August 2008
Oak Street Mortgage July 2006 - March 2007
The Financial Group November 2005 - June 2006
Mortgage investors corporation July 2001 - October 2005
Skills
Loans, Refinance, VA loans, Government Loans, Sales, NMLS Licensed, FHA, FHA financing, Negotiation, Training, Reverse Mortgages, NMLS, Credit, Call Centers, Troubleshooting, Encompass, Calyx Point, Management, Loan Origination, Rates, Residential Mortgages, Certified Mortgage..., Mortgage Underwriting, Debt Consolidation, Home Equity Loans, Analysis, Compliance, AS400 system, Microsoft Excel, Microsoft Word, Veterans, Coaching, Motivation, Friendly Personality, Business Strategy, Team Building, Supervisory Skills, Cold Calling, Managerial Finance, Microsoft Office, Networking, Mac, PowerPoint, Quality Assurance, Apple, Superior Communications..., Investment Properties, Wholesale Real Estate, VA Loans, FHA Financing
Education
St. Petersburg College
GED
Craig McIlroy Craig McIlroy's The Financial Group Experience 1985 - Present
Job Chairman & CEO at The Financial Group
Industry Financial Services
Experience
The Financial Group 1985 - Present
Boy Scouts of America April 2008 - June 2011
Boy Scouts of America : Denver Area Council April 2008 - June 2011
Brigham Young University April 2006 - April 2008
Alumni Association Brigham Young University Board of Directors April 2002 - April 2008
Alumni Association of Brigham Young University October 1995 - April 2002
Skills
Insurance, Leadership, Strategic Financial..., Strategy, Business Strategy, New Business Development, Team Building, Marketing, Fundraising, Business Planning, Strategic Planning, Succession Planning, Social Media, Management, Process Improvement, Budgets, Project Planning, Investments, Project Management, Small Business, Finance, Leadership Development, Financial Services, Estate Planning, Marketing Strategy, Sales Management, Public Relations, Financial Modeling, Wealth Management, Retirement Planning, Estate Tax Planning, Public Speaking, Financial Advisory, Resume Writing, Securities, Higher Education, Retirement, Business Development, Disability Insurance, Sales, Mergers & Acquisitions, Event Planning, Nonprofits, Non-profits, Asset Allocation, Fixed Annuities, Microsoft Office, Management Consulting, Wealth, Customer Service
Education
College for Financial Planning 1991 — 1993
CFP, Wealth Management
Brigham Young University 1971 — 1977
BA, Interpersonal Communications
The Financial Group 1985 - Present
Boy Scouts of America April 2008 - June 2011
Boy Scouts of America : Denver Area Council April 2008 - June 2011
Brigham Young University April 2006 - April 2008
Alumni Association Brigham Young University Board of Directors April 2002 - April 2008
Alumni Association of Brigham Young University October 1995 - April 2002
Skills
Insurance, Leadership, Strategic Financial..., Strategy, Business Strategy, New Business Development, Team Building, Marketing, Fundraising, Business Planning, Strategic Planning, Succession Planning, Social Media, Management, Process Improvement, Budgets, Project Planning, Investments, Project Management, Small Business, Finance, Leadership Development, Financial Services, Estate Planning, Marketing Strategy, Sales Management, Public Relations, Financial Modeling, Wealth Management, Retirement Planning, Estate Tax Planning, Public Speaking, Financial Advisory, Resume Writing, Securities, Higher Education, Retirement, Business Development, Disability Insurance, Sales, Mergers & Acquisitions, Event Planning, Nonprofits, Non-profits, Asset Allocation, Fixed Annuities, Microsoft Office, Management Consulting, Wealth, Customer Service
Education
College for Financial Planning 1991 — 1993
CFP, Wealth Management
Brigham Young University 1971 — 1977
BA, Interpersonal Communications
Randy LeClair Randy LeClair's The Financial Group Experience September 1992 - June 1998
Job Regional Vice President at Zacks Investment Research
Industry Financial Services
Experience
Zacks Investment Research November 2006 - Present
Optcapital November 2005 - August 2006
Fisher Investments December 1999 - November 2005
Lincoln Financial Group June 1998 - November 1999
The Financial Group September 1992 - June 1998
Case International June 1989 - August 1992
Skills
Investment Advisory, Retirement, Wealth Management, Asset Allocation, 401k, Strategy
Education
Cornell University 1986 — 1989
BA, Business with minor in finance
Zacks Investment Research November 2006 - Present
Optcapital November 2005 - August 2006
Fisher Investments December 1999 - November 2005
Lincoln Financial Group June 1998 - November 1999
The Financial Group September 1992 - June 1998
Case International June 1989 - August 1992
Skills
Investment Advisory, Retirement, Wealth Management, Asset Allocation, 401k, Strategy
Education
Cornell University 1986 — 1989
BA, Business with minor in finance
Annie Dragolich's The Financial Group Experience October 2008 - August 2009
Job Senior Manager at Apple
Industry Retail
Experience
Apple September 2014 - Present
Apple April 2013 - September 2014
Apple Retail May 2011 - April 2013
Apple Retail July 2010 - May 2011
The Financial Group October 2008 - August 2009
Bensur Creative Marketing Group March 2008 - May 2008
Skills
iWork, iLife, Customer Satisfaction, Mac, Management, Social Media, Retail, Visual Merchandising, Merchandising, iPad, iPhone, Adobe Creative Suite, Graphic Design, Marketing, Mac OS X, Customer Service, Sales, Advertising, Microsoft Office, B2B, Lominger Leadership..., Development Of Employees
Education
George Mason University 2012 — 2012
Essentials of HRM Graduate Certificate
Mercyhurst College 2004 — 2008
Bachelor of Science, Business, Advertising
Apple September 2014 - Present
Apple April 2013 - September 2014
Apple Retail May 2011 - April 2013
Apple Retail July 2010 - May 2011
The Financial Group October 2008 - August 2009
Bensur Creative Marketing Group March 2008 - May 2008
Skills
iWork, iLife, Customer Satisfaction, Mac, Management, Social Media, Retail, Visual Merchandising, Merchandising, iPad, iPhone, Adobe Creative Suite, Graphic Design, Marketing, Mac OS X, Customer Service, Sales, Advertising, Microsoft Office, B2B, Lominger Leadership..., Development Of Employees
Education
George Mason University 2012 — 2012
Essentials of HRM Graduate Certificate
Mercyhurst College 2004 — 2008
Bachelor of Science, Business, Advertising
Cheryl Poteet's The Financial Group Experience January 2013 - Present
Job Controller, Accounting and Information Technology at The Financial Group
Industry Financial Services
Experience
The Financial Group January 2013 - Present
The Financial Group October 1994 - January 2013
Skills
Budgets, Strategic Planning, Microsoft Excel, Loans, Data Center, Software Project..., Microsoft Office, Business Development, Managed Services, Customer Service, Insurance, Management, Project Management, Accounting, Process Improvement
Education
University of New Orleans 2006 — 2007
Masters, Business Administration
University of New Orleans 2003 — 2005
Bachelors, Management/MIS Concentration
The Financial Group January 2013 - Present
The Financial Group October 1994 - January 2013
Skills
Budgets, Strategic Planning, Microsoft Excel, Loans, Data Center, Software Project..., Microsoft Office, Business Development, Managed Services, Customer Service, Insurance, Management, Project Management, Accounting, Process Improvement
Education
University of New Orleans 2006 — 2007
Masters, Business Administration
University of New Orleans 2003 — 2005
Bachelors, Management/MIS Concentration
Jim Wilkie Jim Wilkie's The Financial Group Experience June 1991 - May 2004
Job Certified Financial Planner at Compass Financial Partners
Industry Financial Services
Experience
Compass Financial Partners, LLC May 2004 - Present
LPL Financial 2004 - 2015
The Financial Group June 1991 - May 2004
Skills
Certified Financial..., Wealth Management..., Retirement Planning, Mutual Funds, Asset Allocation, Investments, Stocks, Securities, ETF's, Annuities, Non-Traded Real Estate, Private Debt, Insurance, Life Insurance, Long Term Care Insurance, Long-term Care, Series 63, Disability Insurance, Retirement, Series 24, Business Development..., Separately Managed..., Series 6, Series 7, FINRA, Estate Planning
Education
University of North Carolina at Greensboro 1987 — 1991
BS, Finance
Compass Financial Partners, LLC May 2004 - Present
LPL Financial 2004 - 2015
The Financial Group June 1991 - May 2004
Skills
Certified Financial..., Wealth Management..., Retirement Planning, Mutual Funds, Asset Allocation, Investments, Stocks, Securities, ETF's, Annuities, Non-Traded Real Estate, Private Debt, Insurance, Life Insurance, Long Term Care Insurance, Long-term Care, Series 63, Disability Insurance, Retirement, Series 24, Business Development..., Separately Managed..., Series 6, Series 7, FINRA, Estate Planning
Education
University of North Carolina at Greensboro 1987 — 1991
BS, Finance
Travis Pease Travis Pease's The Financial Group Experience May 2013 - Present
Job Website Design | Digital Marketing | Web Development | Inbound Marketing |
Industry Marketing and Advertising
Experience
Pease Web Design Group March 2012 - Present
The Financial Group May 2013 - Present
Skills
Web Design, Web Development, Graphic Design, Digital Marketing, Digital Strategy, User-centered Design, User Experience
Education
University of New England 2007 — 2011
Bachelor’s Degree, Business Administration and Management, General, 3.41
Pease Web Design Group March 2012 - Present
The Financial Group May 2013 - Present
Skills
Web Design, Web Development, Graphic Design, Digital Marketing, Digital Strategy, User-centered Design, User Experience
Education
University of New England 2007 — 2011
Bachelor’s Degree, Business Administration and Management, General, 3.41
Chelsea Mattinson Chelsea Mattinson's The Financial Group Experience May 2013 - February 2014
Job Benefits Administrator
Industry Financial Services
Experience
Insurance Solutions Corporation July 2015 - Present
Cross Insurance February 2014 - July 2015
The Financial Group May 2013 - February 2014
FairPoint Communications January 2013 - March 2013
Putnam Investments June 2011 - June 2012
Skills
Outlook, Access, Microsoft Excel, Microsoft Word, Payroll, Microsoft Office, PowerPoint, Administrative..., Customer Service, Travel Arrangements, Calendaring, Spreadsheets, Management, Social Media, Telephone Skills, Office Management, Employee Benefits, Lotus Notes, Advertising, Invoicing, Editing, Time Management, Administration, Insurance, Fax, Calendars, Event Planning, Lead Generation, Customer Satisfaction, Call Centers, Internet Explorer, Sales, Teamwork, Budgets, File Management, Office Administration, Office Equipment, Microsoft Office 2007, Meeting Scheduling, Travel Planning, Adobe Acrobat, 10 Key, Microsoft Publisher, Organization, Filing, Leadership, ADP Payroll, Multi-line Phone, High Level Of...
Education
Southern New Hampshire University 2015 — 2017
Master's of Business Administration, Project Management
Southern New Hampshire University 2010 — 2013
Bachelor of Science (BS), Business Administration
Insurance Solutions Corporation July 2015 - Present
Cross Insurance February 2014 - July 2015
The Financial Group May 2013 - February 2014
FairPoint Communications January 2013 - March 2013
Putnam Investments June 2011 - June 2012
Skills
Outlook, Access, Microsoft Excel, Microsoft Word, Payroll, Microsoft Office, PowerPoint, Administrative..., Customer Service, Travel Arrangements, Calendaring, Spreadsheets, Management, Social Media, Telephone Skills, Office Management, Employee Benefits, Lotus Notes, Advertising, Invoicing, Editing, Time Management, Administration, Insurance, Fax, Calendars, Event Planning, Lead Generation, Customer Satisfaction, Call Centers, Internet Explorer, Sales, Teamwork, Budgets, File Management, Office Administration, Office Equipment, Microsoft Office 2007, Meeting Scheduling, Travel Planning, Adobe Acrobat, 10 Key, Microsoft Publisher, Organization, Filing, Leadership, ADP Payroll, Multi-line Phone, High Level Of...
Education
Southern New Hampshire University 2015 — 2017
Master's of Business Administration, Project Management
Southern New Hampshire University 2010 — 2013
Bachelor of Science (BS), Business Administration
Christine Soper Christine Soper's The Financial Group Experience 1995 - 1995
Job
Industry Financial Services
Experience
Lincoln Financial Group July 2014 - Present
Lincoln Financial Group 2011 - July 2014
Lincoln Financial Group 2010 - 2011
Lincoln Financial Group 2004 - 2010
Jefferson Pilot Financial 2002 - 2004
Jefferson Pilot Financial 1999 - 2002
Jefferson Pilot Financial 1997 - 1999
Carolina Biological Supply Company 1995 - 1997
The Financial Group 1995 - 1995
Allen-Edmonds Shoe Corporation 1992 - 1994
Skills
Leadership, Management, Project Management, Change Management, Strategic Planning, Process Improvement, Vendor Management, Marketing Strategy, Training, Marketing, Program Management, Digital Marketing, Financial Services, Business Strategy, PMO, Relationship Management, Project Portfolio..., SDLC, Market Research, Business Analysis, Portfolio Management, Strategy Implementation, Business Process..., Insurance, Sales, B2B, Cross-functional Team..., Marketing Communications, Corporate Communications, IT Management, Digital Strategy
Education
The George Washington University 2005 — 2008
Master's Certificate
Elon University 1997 — 1999
MBA
Elon University 1992 — 1995
BS
Cornell University ILR School
Cornell University ILR School
Cornell University ILR School
Cornell University ILR School
Cornell University ILR School
Walter Williams
Lincoln Financial Group July 2014 - Present
Lincoln Financial Group 2011 - July 2014
Lincoln Financial Group 2010 - 2011
Lincoln Financial Group 2004 - 2010
Jefferson Pilot Financial 2002 - 2004
Jefferson Pilot Financial 1999 - 2002
Jefferson Pilot Financial 1997 - 1999
Carolina Biological Supply Company 1995 - 1997
The Financial Group 1995 - 1995
Allen-Edmonds Shoe Corporation 1992 - 1994
Skills
Leadership, Management, Project Management, Change Management, Strategic Planning, Process Improvement, Vendor Management, Marketing Strategy, Training, Marketing, Program Management, Digital Marketing, Financial Services, Business Strategy, PMO, Relationship Management, Project Portfolio..., SDLC, Market Research, Business Analysis, Portfolio Management, Strategy Implementation, Business Process..., Insurance, Sales, B2B, Cross-functional Team..., Marketing Communications, Corporate Communications, IT Management, Digital Strategy
Education
The George Washington University 2005 — 2008
Master's Certificate
Elon University 1997 — 1999
MBA
Elon University 1992 — 1995
BS
Cornell University ILR School
Cornell University ILR School
Cornell University ILR School
Cornell University ILR School
Cornell University ILR School
Walter Williams
Bruce Burge's The Financial Group Experience February 2006 - May 2011
Job Software Developer at GCR Inc.
Industry Computer Software
Experience
GCR Inc. June 2014 - Present
Complete Medical Solutions November 2013 - May 2014
Amedisys Home Health & Hospice April 2013 - November 2013
St. James Technologies, LLC July 2011 - April 2013
The Financial Group February 2006 - May 2011
Neill Corporation May 2005 - January 2006
Skills
C#, PHP, JavaScript, MySQL, Microsoft SQL Server, Linux, Windows, HTML, Research, Microsoft Excel, Microsoft Word, Photoshop, ASP, ASP.NET MVC, jQuery, jQuery UI, jQuery Mobile, MonoTouch, Microsoft Office, SQL, .NET, Apache, VB.NET, ASP.NET, Troubleshooting, Java, Web Applications, Software Development, Unix, Databases, User Interface Design, User Acceptance Testing, Software Documentation, Integration, IIS, LINQ, VMware, Visual Basic, TFS, Visual Studio
Education
Southeastern Louisiana University 1999 — 2011
Bachelor of Science (BS), General Studies
U.S. Army Signal Academy 1999 — 1999
M.O.S. Qualifications, 31 Uniform
GCR Inc. June 2014 - Present
Complete Medical Solutions November 2013 - May 2014
Amedisys Home Health & Hospice April 2013 - November 2013
St. James Technologies, LLC July 2011 - April 2013
The Financial Group February 2006 - May 2011
Neill Corporation May 2005 - January 2006
Skills
C#, PHP, JavaScript, MySQL, Microsoft SQL Server, Linux, Windows, HTML, Research, Microsoft Excel, Microsoft Word, Photoshop, ASP, ASP.NET MVC, jQuery, jQuery UI, jQuery Mobile, MonoTouch, Microsoft Office, SQL, .NET, Apache, VB.NET, ASP.NET, Troubleshooting, Java, Web Applications, Software Development, Unix, Databases, User Interface Design, User Acceptance Testing, Software Documentation, Integration, IIS, LINQ, VMware, Visual Basic, TFS, Visual Studio
Education
Southeastern Louisiana University 1999 — 2011
Bachelor of Science (BS), General Studies
U.S. Army Signal Academy 1999 — 1999
M.O.S. Qualifications, 31 Uniform
Gary A. Hollidge's The Financial Group Experience 2006 - 2009
Job G.A. Hollidge and Associates
Industry Automotive
Experience
G. A. Hollidge and Associates February 2006 - Present
Clor Lighting Group 2012 - 2014
The Financial Group 2006 - 2009
Weldaloy Products Company May 1993 - February 2004
Eonic Inc. February 1982 - July 1993
Newcor Inc. - Eonic Division 1983 - 1990
Skills
Manufacturing, Automotive, Healthcare, Insurance, Strategic Planning, New Business Development, Strategy, Product Development, Sales, Business Development, Engineering, Marketing Strategy, Purchasing, Marketing, Business Strategy, Business Planning, Budgets, Project Management, Training, International Sales, Supply Chain, 3,, Cross-functional Team..., Start-ups, Sales Operations, Contract Negotiation, Mergers & Acquisitions, Management Consulting, Competitive Analysis, Executive Management, Leadership
Education
Lawrence Technological University 1973 — 1975
Mechanical Engineering Studies
Albion College 1969 — 1973
BA, Business Administration and Economics
G. A. Hollidge and Associates February 2006 - Present
Clor Lighting Group 2012 - 2014
The Financial Group 2006 - 2009
Weldaloy Products Company May 1993 - February 2004
Eonic Inc. February 1982 - July 1993
Newcor Inc. - Eonic Division 1983 - 1990
Skills
Manufacturing, Automotive, Healthcare, Insurance, Strategic Planning, New Business Development, Strategy, Product Development, Sales, Business Development, Engineering, Marketing Strategy, Purchasing, Marketing, Business Strategy, Business Planning, Budgets, Project Management, Training, International Sales, Supply Chain, 3,, Cross-functional Team..., Start-ups, Sales Operations, Contract Negotiation, Mergers & Acquisitions, Management Consulting, Competitive Analysis, Executive Management, Leadership
Education
Lawrence Technological University 1973 — 1975
Mechanical Engineering Studies
Albion College 1969 — 1973
BA, Business Administration and Economics
Alan Bryant's The Financial Group Experience June 1998 - January 1999
Job
Industry Investment Management
Experience
TIAA-CREF September 2005 - Present
Columbia Management Group November 1999 - August 2005
Banc of America Capital Management November 1999 - August 2005
Nations Funds February 1999 - November 1999
The Financial Group June 1998 - January 1999
Education
Appalachian State University
BSBA
TIAA-CREF September 2005 - Present
Columbia Management Group November 1999 - August 2005
Banc of America Capital Management November 1999 - August 2005
Nations Funds February 1999 - November 1999
The Financial Group June 1998 - January 1999
Education
Appalachian State University
BSBA
Lisa Lantz's The Financial Group Experience May 2006 - August 2008
Job
Industry Hospital & Health Care
Experience
Cancer Treatment Centers of America® August 2013 - Present
Cancer Treatment Centers of America February 2013 - August 2013
Cancer Treatment Centers of America January 2011 - February 2013
Cincinnati Reds June 2009 - January 2011
Cleveland Indians September 2008 - June 2009
The Financial Group May 2006 - August 2008
John Carroll University August 2004 - May 2006
The Ohio State University December 2003 - August 2004
Bank One December 2002 - December 2003
National City Bank June 2001 - December 2002
Skills
Fundraising, Leadership, Management, Event Planning, Marketing, Networking, Event Management, New Business Development, Strategic Communications, Time Management, Microsoft Word, Social Media, Public Relations, Outlook, Marketing Communications, Public Speaking, Social Media Marketing, Microsoft Excel, Strategic Planning
Education
John Carroll University 2004 — 2006
M.B.A.
The Ohio State University Fisher College of Business 1998 — 2002
BSBA, Marketing
Cancer Treatment Centers of America® August 2013 - Present
Cancer Treatment Centers of America February 2013 - August 2013
Cancer Treatment Centers of America January 2011 - February 2013
Cincinnati Reds June 2009 - January 2011
Cleveland Indians September 2008 - June 2009
The Financial Group May 2006 - August 2008
John Carroll University August 2004 - May 2006
The Ohio State University December 2003 - August 2004
Bank One December 2002 - December 2003
National City Bank June 2001 - December 2002
Skills
Fundraising, Leadership, Management, Event Planning, Marketing, Networking, Event Management, New Business Development, Strategic Communications, Time Management, Microsoft Word, Social Media, Public Relations, Outlook, Marketing Communications, Public Speaking, Social Media Marketing, Microsoft Excel, Strategic Planning
Education
John Carroll University 2004 — 2006
M.B.A.
The Ohio State University Fisher College of Business 1998 — 2002
BSBA, Marketing
Meghan (Feran) Sexton, EdS's The Financial Group Experience 2006 - 2007
Job Health Systems Manager at American Cancer Society
Industry Nonprofit Organization Management
Experience
American Cancer Society February 2015 - Present
American Cancer Society September 2011 - Present
Ohio Wesleyan University October 2008 - September 2011
John Carroll University August 2007 - May 2008
The Financial Group 2006 - 2007
Meister Media Worldwide 2005 - 2006
Skills
Writing, Social Networking, Public Relations, Event Planning, Fundraising, Volunteer Management, Marketing Communications, Research, Newsletters, Marketing, Leadership, Higher Education, Social Media, Facebook, Editing, Public Speaking, Community Outreach, Microsoft Office, Teaching, Management, Alumni Relations, Program Development, Nonprofits, Microsoft Excel, Customer Service, Microsoft Word, Program Management, Grant Writing, Time Management, Recruiting, Event Management, Annual Giving, Stewardship, Student Development, Leadership Development
Education
Kent State University 2010 — 2014
EdS, Educational Administration - Higher Education
John Carroll University 2006 — 2008
Master of Arts, Communications Management
Ohio Wesleyan University 2002 — 2006
Bachelor of Arts, Summa Cum Laude, Journalism and Psychology
American Cancer Society February 2015 - Present
American Cancer Society September 2011 - Present
Ohio Wesleyan University October 2008 - September 2011
John Carroll University August 2007 - May 2008
The Financial Group 2006 - 2007
Meister Media Worldwide 2005 - 2006
Skills
Writing, Social Networking, Public Relations, Event Planning, Fundraising, Volunteer Management, Marketing Communications, Research, Newsletters, Marketing, Leadership, Higher Education, Social Media, Facebook, Editing, Public Speaking, Community Outreach, Microsoft Office, Teaching, Management, Alumni Relations, Program Development, Nonprofits, Microsoft Excel, Customer Service, Microsoft Word, Program Management, Grant Writing, Time Management, Recruiting, Event Management, Annual Giving, Stewardship, Student Development, Leadership Development
Education
Kent State University 2010 — 2014
EdS, Educational Administration - Higher Education
John Carroll University 2006 — 2008
Master of Arts, Communications Management
Ohio Wesleyan University 2002 — 2006
Bachelor of Arts, Summa Cum Laude, Journalism and Psychology
Anthony Finch's The Financial Group Experience June 2009 - Present
Job Financial Advisor
Industry Financial Services
Experience
The Financial Group June 2009 - Present
Skills
Investments, Mortgage Lending, Wealth Management, Investment Strategies, Retirement Planning, Retirement, Funding, Insurance
Education
Roosevelt University
MBA
The Financial Group June 2009 - Present
Skills
Investments, Mortgage Lending, Wealth Management, Investment Strategies, Retirement Planning, Retirement, Funding, Insurance
Education
Roosevelt University
MBA
C.J. Thomas's The Financial Group Experience July 1996 - August 1998
Job Investment Product Consultant at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2015 - Present
Thomas Advisory & Consulting Services, LLC September 2013 - December 2014
Ameritas Investment Corp January 2006 - August 2013
Advest, Inc. January 2002 - May 2005
Boston Financial Data Services March 2000 - December 2002
Morgan Stanley Smith Barney August 1998 - March 2000
The Financial Group July 1996 - August 1998
Skills
Structured Products, Investment Advisory..., Sales, Managed Futures, REIT, Investment Advisory, Alternative Investments, ETFs, Financial Advisory, Hedge Funds, Series 7, Mutual Funds, Securities, Retirement Planning, Retirement, Investment Strategies, Asset Allocation, Investments, Strategic Financial..., 401k Rollovers, Asset Management, Disability Insurance, Separately Managed..., Wealth Management, Asset Managment, Bonds, Financial Planners, Finance, Portfolio Management, Financial Analysis, Equities, Life Insurance, Financial Services, Fixed Annuities, Due Diligence, Estate Planning, FINRA, Investment Management, Series 63, Wealth, Stocks, Wealth Management..., Series 6, Fixed Income, Long-term Care, Wealth Accumulation, Series 65, IRAs, Pensions
Education
Westfield State University 1993 — 1995
B.S., Finance
Coastal Carolina University 1991 — 1992
BS Business mgmt
WHS 1986 — 1990
Northwestern Mutual June 2015 - Present
Thomas Advisory & Consulting Services, LLC September 2013 - December 2014
Ameritas Investment Corp January 2006 - August 2013
Advest, Inc. January 2002 - May 2005
Boston Financial Data Services March 2000 - December 2002
Morgan Stanley Smith Barney August 1998 - March 2000
The Financial Group July 1996 - August 1998
Skills
Structured Products, Investment Advisory..., Sales, Managed Futures, REIT, Investment Advisory, Alternative Investments, ETFs, Financial Advisory, Hedge Funds, Series 7, Mutual Funds, Securities, Retirement Planning, Retirement, Investment Strategies, Asset Allocation, Investments, Strategic Financial..., 401k Rollovers, Asset Management, Disability Insurance, Separately Managed..., Wealth Management, Asset Managment, Bonds, Financial Planners, Finance, Portfolio Management, Financial Analysis, Equities, Life Insurance, Financial Services, Fixed Annuities, Due Diligence, Estate Planning, FINRA, Investment Management, Series 63, Wealth, Stocks, Wealth Management..., Series 6, Fixed Income, Long-term Care, Wealth Accumulation, Series 65, IRAs, Pensions
Education
Westfield State University 1993 — 1995
B.S., Finance
Coastal Carolina University 1991 — 1992
BS Business mgmt
WHS 1986 — 1990
Chad Brofermaker's The Financial Group Experience January 2001 - May 2002
Job Sr. Sales & Design Consultant / Sales Manager at Sunburst Construction
Industry Construction
Experience
Sunburst Construction August 2010 - Present
Service Corporation International February 2009 - May 2010
Millenium Mortgage Marketing January 2006 - February 2009
Positive Mortgage January 2008 - January 2009
New Century Mortgage November 2003 - December 2006
Clear Channel Communications June 2002 - November 2003
The Financial Group January 2001 - May 2002
Allstar Engraving October 1998 - November 2000
Allwayz Engraving February 1995 - October 1998
Skills
Leadership, Management, Business Development, Sales
Education
New York Institute of Technology 1989 — 1993
BS, Accoounting
Sunburst Construction August 2010 - Present
Service Corporation International February 2009 - May 2010
Millenium Mortgage Marketing January 2006 - February 2009
Positive Mortgage January 2008 - January 2009
New Century Mortgage November 2003 - December 2006
Clear Channel Communications June 2002 - November 2003
The Financial Group January 2001 - May 2002
Allstar Engraving October 1998 - November 2000
Allwayz Engraving February 1995 - October 1998
Skills
Leadership, Management, Business Development, Sales
Education
New York Institute of Technology 1989 — 1993
BS, Accoounting
Joy Pingel's The Financial Group Experience February 2013 - Present
Job Client Solutions Consultant at The Financial Group
Industry Financial Services
Experience
The Financial Group February 2013 - Present
Financial Design Service, Inc. February 2004 - February 2013
Skills
Defined Benefit, Portfolio Management, Financial Services
Education
Texas A&M University-Commerce 2005 — 2009
Financial Planning
William Penn University 1991 — 1995
Bachelor of Arts (B.A.), Interior Design/ Business Management/ Journalism
Pella High school
Pella High school
The Financial Group February 2013 - Present
Financial Design Service, Inc. February 2004 - February 2013
Skills
Defined Benefit, Portfolio Management, Financial Services
Education
Texas A&M University-Commerce 2005 — 2009
Financial Planning
William Penn University 1991 — 1995
Bachelor of Arts (B.A.), Interior Design/ Business Management/ Journalism
Pella High school
Pella High school
Nghia Cao's The Financial Group Experience November 1997 - November 2006
Job SYSTEM ADMINISTRATOR at Zions Bancorporation
Industry Banking
Experience
Zions Bancorporation SYSTEM ADMINISTRATORZions BancorporationAugust 2010 - Present
Freelance March 2010 - August 2010
CompuVend November 2006 - November 2009
The Financial Group November 1997 - November 2006
Pickering and Associates September 1995 - November 1997
Neptune Sciences Inc. June 1992 - September 1995
Education
University of New Orleans
B.S. Computer Sciences and Mathematics Minor, Computer Science
Isidore Newman
Zions Bancorporation SYSTEM ADMINISTRATORZions BancorporationAugust 2010 - Present
Freelance March 2010 - August 2010
CompuVend November 2006 - November 2009
The Financial Group November 1997 - November 2006
Pickering and Associates September 1995 - November 1997
Neptune Sciences Inc. June 1992 - September 1995
Education
University of New Orleans
B.S. Computer Sciences and Mathematics Minor, Computer Science
Isidore Newman