THE Financial Services NETWORK

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THE Financial Services NETWORK Employees

Employee
Years
Job
Industry
Tom Croxton Tom Croxton San Mateo, California Details
Tom Croxton's THE Financial Services NETWORK Experience March 2013 - Present
Job Vice President, Business Development & Integration at THE Financial Services NETWORK
Industry Financial Services
Experience
THE Financial Services NETWORK   March 2013 - Present
LPL Financial  June 2010 - February 2013
LPL Financial  January 2008 - July 2010
LPL Financial  January 2006 - January 2008

Skills
Investments, Philanthropy, Foundations, Estate Planning, Research, Insurance, Service Operation, Wealth Management, Asset Allocation, Alternative Investments

Education
San Diego State University-California State University   2001 — 2005
Bachelor's degree, Financial Planning and Services

Jeremy Olen, CFA Jeremy Olen, CFA San Francisco Bay Area Details
Jeremy Olen, CFA's THE Financial Services NETWORK Experience July 2014 - Present
Job Managing Director & Chief Investment Officer at THE Financial Services NETWORK & Strategic Wealth Advisors Group
Industry Investment Management
Experience
THE Financial Services NETWORK   July 2014 - Present
Dynamic Capital Management   March 2001 - July 2014
3D New Media   January 1999 - March 2001
Information Handling Services  January 1997 - January 1999
New World Systems  1993 - 1996

Education
University of Michigan   1988 — 1992
BA, Mathematics & Actuarial Science

Ed Outland Ed Outland Sacramento, California Area Details
Ed Outland's THE Financial Services NETWORK Experience November 2006 - November 2008
Job Branch Manager and Investment Advisor Representative at National Planning Corporation (NPC)
Industry Financial Services
Experience
National Planning Corporation (NPC)   March 2012 - Present
Family Heritage Group, LLC   July 2001 - Present
LPL Financial  January 2008 - March 2012
The Financial Services Network   November 2006 - November 2008
Pro-Elite Enterprises, Inc.   February 1990 - June 2000
Seltel National Spot Television   January 1980 - July 1988

Skills
Veterans Benefits..., Medi-Cal Pre-Planning..., Radio Talk Show KFBK..., Investment Advisor..., Fixed Annuities, Retirement Planning, Veterans Benefits, Long-term Care, Investments, Estate Planning, Financial Advisory, Retirement, Life Insurance, Long Term Care Insurance, Strategic Financial..., IRAs, Finance, Small Business, Insurance, Disability Insurance, Financial Planning, Employee Benefits, 401k

Education
California State University-Sacramento   1967 — 1968
Bachelor or Arts, Business Administration

California State University-Sacramento   1965 — 1968
Speech Communication and Rhetoric

Christopher Mercado, MBA, CFP®, CIMA®, AIFA® Christopher Mercado, MBA, CFP®, CIMA®, AIFA® San Mateo, California Details
Christopher Mercado, MBA, CFP®, CIMA®, AIFA®'s THE Financial Services NETWORK Experience February 2012 - Present
Job
Industry Financial Services
Experience
THE Financial Services NETWORK   February 2012 - Present
LPL Financial  October 2005 - February 2012
University of the Pacific  January 2005 - May 2005
Peace Corps  August 2003 - November 2004
University of the Pacific  January 2003 - July 2003
First American Trust, FSB; First American Capital Management   August 2002 - December 2002
Allianz Global Investors - PIMCO, Nicholas Applegate   February 2002 - August 2002
Allianz Global Investors - PIMCO, Nicholas Applegate   March 2001 - January 2002
Nicholas Applegate Capital Management  March 2001 - January 2002
EVEREN Securities  August 1998 - December 1998

Skills
Series 7, Series 24, Series 31, Series 53, Series 66, New Business Development, Continuous Improvement, Change Leadership, Public Speaking, Philanthropy, TQM

Education
University of the Pacific - Eberhardt School of Business   2003 — 2005
MBA, Marketing & International Studies

EMLYON Business School   2004 — 2004
Certificate, Global Economic Sustainable Development, International Business

California State University San Marcos   1995 — 1997
BS, Business Management

Center for Fiduciary Studies   2008 — 2010

University of Pennsylvania - The Wharton School   2009 — 2009
CIMA® Certification, Investment Management Consultants Association, IMCA®

University of California, Los Angeles   2006 — 2007
Certificate: Personal Financial Planning, PFP, Financial Planning

Hilary Landers Hilary Landers San Francisco, California Details
Hilary Landers's THE Financial Services NETWORK Experience October 2012 - September 2013
Job Marketing Coordinator at Culture Amp
Industry Human Resources
Experience
Bliss Alamode   January 2015 - August 2015
Blue Stockings Salon - Reinventing 18th Century French Salons   September 2013 - August 2015
Munchery  December 2013 - December 2014
THE Financial Services NETWORK   October 2012 - September 2013
THE Financial Services NETWORK   June 2012 - October 2012
eBay  October 2011 - January 2012
Peninsula Bridge  June 2009 - August 2009
University of Redlands Residence Life & Housing   2008 - 2009

Skills
Microsoft Office, Community Outreach, Customer Service, Leadership, Strategic Planning, Onboarding, Transition Management, Employee Training, Research, Writing, Editing, Social Media, Marketing, Public Relations, Public Speaking, Event Planning, Fundraising, Data Entry, Salesforce.com, Redtail, Docupace, Encore, Concur, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Event Management

Education
University of Redlands   2007 — 2011
BA, English Literature; Minors in Theatre Arts & Gender Studies

Queen Mary, U. of London   2010 — 2010

Alexa May Alexa May San Carlos, California Details
Alexa May's THE Financial Services NETWORK Experience April 2014 - Present
Job Administrative Associate Transitions Team at THE Financial Services NETWORK
Industry Financial Services
Experience
THE Financial Services NETWORK   April 2014 - Present
Redwood Shores Library   February 2014 - April 2014
The Village Place and Market UCSD   October 2010 - March 2013
Gompers Preparatory Academy  January 2012 - March 2012
Hogan Lovells  December 2010 - January 2011
Sequoia Hospital  January 2006 - December 2008

Skills
Microsoft Office, Recruiting, Employee Relations, PowerPoint, Human Resources, Microsoft Word, Microsoft Excel, Organizational..., Customer Service, Research, Data Analysis, Community Outreach

Education
University of California, San Diego   2009 — 2013
Bachelor of Arts (B.A.), Psychology & History (Double Major)

UC Center Paris   2011 — 2011
Study Abroad in Paris, France, French History & French Language

Rob Fassler Rob Fassler San Francisco Bay Area Details
Rob Fassler's THE Financial Services NETWORK Experience April 2008 - August 2011
Job Office Administrator
Industry Wine and Spirits
Experience
Siena Imports   December 2013 - Present
The Financial Services Network   April 2008 - August 2011
First American Title  December 2001 - July 2007
Oracle Corporation  June 1999 - April 2001

Skills
Customer Service, Event Planning, Marketing, Microsoft Excel, Microsoft Office, Mortgage Lending, Sales, Team Building

Education
California State University-East Bay

College of San Mateo

University of Redlands

Daxs Stadjuhar Daxs Stadjuhar San Francisco Bay Area Details
Daxs Stadjuhar's THE Financial Services NETWORK Experience January 2009 - Present
Job Managing Director at THE Financial Services NETWORK, an Enterprise OSJ for Independent Advisors with LPL Financial
Industry Financial Services
Experience
THE Financial Services NETWORK   January 2009 - Present
LPL Financial  January 2009 - Present
Stadjuhar Wealth Strategists   September 2002 - January 2009
Citrus Heights Chamber of Commerce   2004 - 2007
United States Army  June 1995 - September 2002

Skills
Series 7, Retirement Planning, Investment Advisory, Financial Advisory, Series 66, Series 24, Series 53, Series 31, Investments, Mutual Funds, Financial Services, FINRA, Series 63, Investment Management, Uniform Combined State..., Wealth Management, Asset Management, Securities, Portfolio Management, Personal Financial..., Asset Allocation, Equities, Investment Strategies

Education
Seattle University   1991 — 1995
BS, Biology & Chemistry

Jesuit High School   1987 — 1991
Sacramento, CA

Dru Ashcraft Dru Ashcraft Corona Del Mar, California Details
Dru Ashcraft's THE Financial Services NETWORK Experience September 2007 - December 2010
Job Vice President, Regional Consultant at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group  November 2014 - Present
The Annexus Group  March 2013 - June 2014
United Capital Financial Partners   February 2011 - November 2012
The Financial Services Network   September 2007 - December 2010
AIG Advisor Group  January 2005 - September 2007
Placemark Investments  July 2003 - December 2004
Federated Investors, Inc.   May 2001 - July 2003

Skills
Wealth Management, Financial Services, Mergers & Acquisitions, Investment Advisory, Finance, Investments, Asset Management, Alternative Investments, Financial Advisory, Relationship Management, Portfolio Management, Retirement, Retirement Planning, Mergers, Series 7, Strategy, Investment Strategies, Mutual Funds, Securities, Strategic Financial..., Strategic Planning, Financial Modeling, Insurance, Marketing, Business Development

Education
Brigham Young University   1996 — 1998
Bachelor of Arts (B.A.), Marketing Communications

Gordon Dunne Gordon Dunne San Francisco Bay Area Details
Gordon Dunne's THE Financial Services NETWORK Experience November 1990 - Present
Job Managing Director at Financial Services network
Industry Financial Services
Experience
THE Financial Services NETWORK   November 1990 - Present
new york city  June 1968 - September 1977

Education
Fairleigh Dickinson University
Business Management

Cheri Nichol, CCM Cheri Nichol, CCM Orlando, Florida Area Details
Cheri Nichol, CCM's THE Financial Services NETWORK Experience 1998 - 2005
Job Sustainable conference management and site selection services
Industry Hospitality
Experience
ConferenceDirect  December 2007 - Present
XYMOGEN  March 2007 - January 2008
THE Financial Services NETWORK   1998 - 2005

Skills
Consulting, Project Planning, Management, Location Intelligence, Proposal Writing, Coordination, Trade Shows, Meeting Planning, Event Planning, Event Management, Hospitality, Corporate Events, Contract Negotiation, Budget, Hotels, Exhibitor show..., AV and business theater..., Committee Liaison, Hospitality Industry, Time Management, Hospitality Management, Resorts, Tourism

Education
College of San Mateo   1999 — 2003
Business Marketing, Management

College of San Mateo
Business Administration, Marketing and Communications

Allison Couch Pratt Allison Couch Pratt New York, New York Details
Allison Couch Pratt's THE Financial Services NETWORK Experience January 2006 - October 2008
Job Executive Vice President, National Sales
Industry Financial Services
Experience
AIG Advisor Group  May 2014 - Present
Cetera Financial Group  February 2011 - May 2014
LPL Financial  September 2009 - February 2011
Associated Securities Corp  October 2008 - September 2009
THE Financial Services NETWORK   January 2006 - October 2008
AIG Advisor Group  2002 - 2005

Skills
Series 7, Management Consulting, Series 63, Mutual Funds, Wealth Management, Securities, Investment Advisory, Investments, Series 24, Retirement Planning, Asset Managment, Asset Allocation, Alternative Investments, Strategic Financial..., Retirement

Education
St. John Fisher College
MBA, Finance

St. John Fisher College
B.S., Management

Jenna Jerkovich Jenna Jerkovich San Mateo, California Details
Jenna Jerkovich's THE Financial Services NETWORK Experience October 2010 - Present
Job Communications, Marketing, & Event Specialist at THE Financial Services NETWORK, Enterprise OSJ for Independent Advisors
Industry Financial Services
Experience
THE Financial Services NETWORK   October 2010 - Present
RedRock Volleyball Club   January 2013 - May 2013
City of San Carlos  June 2012 - August 2012
Payes Performance Volleyball Club   June 2010 - June 2011
Egon Zehnder International  May 2010 - October 2010
Juniper  May 2008 - May 2010
Stanford University  June 2008 - December 2008
Nike  December 2006 - December 2007
Destination Science  June 2005 - July 2005

Skills
Event Planning, Administrative Support, Customer Service, Consumer Behavior, Time Management, PowerPoint, Social Media Marketing, Communication, Administrative..., Team Mentoring, Presentations, Data Processing, Visual Displays, Retail, Sales, Spanish, Merchandising, Outlook, Microsoft Excel, Microsoft Word, iMovie, Mobile Applications, Website Updating, Leadership, Experiential Learning, Public Speaking, Visual Merchandising, Consumer Behaviour, Management, Coaching, Marketing, Training, Facebook, Event Management, Social Networking, Social Media, Newsletters, Marketing Communications, Fashion, Online Marketing, Public Relations, Press Releases, Market Research, Online Advertising, Email Marketing, Editing

Education
Purdue University   2006 — 2010
Bachelor of Science, Consumer Science Retailing - Retail Management

Purdue University   2006 — 2010
Minors, Spanish & Biology

Purdue University Study Abroad   2009 — 2009
International Influences on Fashion and Retail

robert nazario robert nazario South San Francisco, California Details
robert nazario's THE Financial Services NETWORK Experience
Job Sales & Supervision at THE Financial Services NETWORK
Industry Financial Services
Experience
THE Financial Services NETWORK  

Skills
Customer Service, Management, Microsoft Office, Leadership, Strategic Planning, Project Management, Financial Analysis, Banking, Risk Management, Marketing, Series 7, Series 24, series 65

Education
Colegio de San Juan de Letran

Colegio de San Juan de Letran
BS Economics

Nina Quintana-Williams Nina Quintana-Williams San Francisco Bay Area Details
Nina Quintana-Williams's THE Financial Services NETWORK Experience August 2008 - November 2009
Job Senior Administrative Assistant, Esbriet Marketing Genentech
Industry Biotechnology
Experience
Genentech  March 2015 - Present
PRO Unlimited  October 2014 - March 2015
PRO Unlimited  June 2014 - October 2014
IAR Systems  March 2013 - June 2014
IDA Ireland  April 2011 - December 2012
The Financial Services Network   August 2008 - November 2009

Skills
Customer Service, Market Research, Business Development, CRM, Financial Accounting, Accounts Receivable, Research, Salesforce.com, Office Administration, Microsoft Office, Event Planning, Executive Calendar..., Expense Reports, Google Docs, Google Calendar, Gmail, Administrative..., Management, Microsoft Excel, Outlook, Sales, Microsoft Word, Time Management

Education
Foothill College   2002 — 2004

Aragon

Helene Kleban Helene Kleban Los Angeles, California Details
Helene Kleban's THE Financial Services NETWORK Experience 2010 - 2010
Job Investment Professional
Industry Financial Services
Experience
Cetera Financial Group  November 2008 - April 2010
ING Advisors Network  November 2007 - April 2010
The Financial Services Network   2010 - 2010
LPL Financial  2010 - 2010
Pacific Life  January 1998 - November 2007
Pacific Life Insurance  1998 - 2007
DEAN WITTER (now MORGAN STANLEY)   January 1996 - January 1998
Resolution Trust Corporation  1995 - 1997

Skills
Mutual Funds, Annuities, Insurance, Series 7, Investments, Retirement Planning, Securities, Annuity, Problem Solving, Customer Relations, Fixed Annuities, Customer Service, Series 63, Retirement, Life Insurance, Variable Annuities, Sales, Management, 401k, Asset Allocation, IRAs, Series 24, Wealth Management, Long-term Care, Series 6, Equities, Sales Operations, FINRA, Estate Planning

Education
Long Beach High School, New York
Academic, Academic

Pacific Life Academy

UCLA
B.A, Anthropology

Donna Talley Donna Talley Greater Denver Area Details
Donna Talley's THE Financial Services NETWORK Experience March 2004 - March 2007
Job EVP Recruiting & Transitions at Gateway Financial Advisors, Inc.
Industry Financial Services
Experience
Gateway Financial Advisors, Inc.   February 2014 - Present
Talley Consulting   March 2007 - January 2014
Financial Services Network   March 2004 - March 2007
The Financial Services Network   March 2004 - March 2007
FSC Securities Corporation  2004 - 2007
Heritage Investment Management   July 2002 - March 2004
AXA Advisors  September 2000 - June 2002
Business Succession Resources, Inc   July 1998 - January 2000

Skills
Leadership, Business Development, Strategic Financial..., Investments, Mutual Funds, Training, Retirement, Estate Planning, Insurance, Marketing, Networking, Transition Management, Management, Financial Services, Financial Advisory, Financial Planning

Education
University of the Pacific - McGeorge School of Law   1994 — 1997
JD, Law

Loyola Marymount University   1989 — 1993
BA, English, History

Laura Jobe Laura Jobe Stockton, California Area Details
Laura Jobe's THE Financial Services NETWORK Experience August 2006 - December 2008
Job .
Industry Financial Services
Experience
Lucas Group Financial Planners   April 2011 - Present
Legacy Financial Advisors  January 2009 - June 2010
The Financial Services Network   August 2006 - December 2008

Skills
Social Media, 401k, Leadership, Marketing, Mutual Funds, Radio, Retirement, Retirement Planning, Social Networking, Strategic Planning, Management, Customer Service, Wealth Management, Public Speaking, Investments, Insurance, Financial Services

Education
San Joaquin Delta College
In Progress, Business