The Investment Center
Industry: Company
DescriptionFounded: 1986 Parent organization: .I.C. Financial Corp
The Investment Center List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Investment Center. You can filter them based on skills, years of employment, job, education, department, and prior employment.
The Investment Center Salaries. You can even request information on how much does The Investment Center pay if you want to. Learn about salaries, pros and cons of working for The Investment Center directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
17 The Investment Center employees in database. Find out everything there's to know about The Investment Center employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
The Investment Center Employees
Employee
Years
Job
Industry
Kyle Kirschner Kyle Kirschner's The Investment Center Experience August 2013 - June 2014
Job Project Accountant at Louis Berger
Industry Accounting
Experience
Louis Berger July 2015 - Present
Marc A. Kane, CPA September 2014 - April 2015
The MILK Group June 2014 - September 2014
The Investment Center August 2013 - June 2014
SHI International Corp. February 2013 - August 2013
Skills
Accounting, Aviation, Customer Service, Sales, Personal Training, Retail, Mortgage Lending, Dependable Team Player, PowerPoint, Microsoft Word, Public Speaking, Microsoft Excel, Teamwork, Microsoft Office, Highly detail oriented, Hospitality, Critical Thinking, Facebook, Team-oriented, Accounts Receivable, Bookkeeping, Invoicing, Spreadsheets, Account Reconciliation, Peachtree, Financial Reporting, General Ledger, Sage Pro, Income Statements, Trial Balance, Bank Reconciliation, Accounts Payable, Payroll, focus reports, Microsoft outlook, Journal Entries, Netx360, ADP Payroll, Series 99, Series 6, Management, Outlook
Education
DeVry University 2010 — 2012
Bachelor, Business Administration
Middlesex County College 2008 — 2010
Louis Berger July 2015 - Present
Marc A. Kane, CPA September 2014 - April 2015
The MILK Group June 2014 - September 2014
The Investment Center August 2013 - June 2014
SHI International Corp. February 2013 - August 2013
Skills
Accounting, Aviation, Customer Service, Sales, Personal Training, Retail, Mortgage Lending, Dependable Team Player, PowerPoint, Microsoft Word, Public Speaking, Microsoft Excel, Teamwork, Microsoft Office, Highly detail oriented, Hospitality, Critical Thinking, Facebook, Team-oriented, Accounts Receivable, Bookkeeping, Invoicing, Spreadsheets, Account Reconciliation, Peachtree, Financial Reporting, General Ledger, Sage Pro, Income Statements, Trial Balance, Bank Reconciliation, Accounts Payable, Payroll, focus reports, Microsoft outlook, Journal Entries, Netx360, ADP Payroll, Series 99, Series 6, Management, Outlook
Education
DeVry University 2010 — 2012
Bachelor, Business Administration
Middlesex County College 2008 — 2010
Ann Marie Bell's The Investment Center Experience August 2009 - December 2010
Job
Industry Banking
Experience
SunTrust Bank 2012 - Present
Market Research April 2010 - October 2012
The Investment Center August 2009 - December 2010
BSI Capital Management March 2009 - August 2009
Wachovia Bank March 2004 - March 2009
Lancome 2001 - 2004
Home Gold April 2000 - December 2000
The Nine West Group October 1997 - April 2000
Skills
Loans, Workshops, Portfolio Management, Relationship Management, Investments, Mortgage Lending, Retirement Planning, Banking, Commercial Banking, Insurance, Underwriting, Management, Small Business, CRM, Training, Sales, Team Building, Marketing, Customer Retention, Loan Origination, Lines Of Credit, Credit, Leadership, Networking, Business Planning, Human Resources, Business Development, Selling, Entrepreneurship, Finance, Strategic Planning, Time Management, Risk Management, Small Business Lending, Coaching, Mergers & Acquisitions, Employee Benefits, Market Research, Commercial Lending, Retail Banking, Consumer Lending, Executive Management, Financial Analysis, Credit Analysis
Education
Florida State University - College of Business 1986 — 1990
BS Finance, Finance & Real Estate
BH BL Senior High
Series 6, 63, 65
Life, Health, Variable Annuity Licenses
SunTrust Bank 2012 - Present
Market Research April 2010 - October 2012
The Investment Center August 2009 - December 2010
BSI Capital Management March 2009 - August 2009
Wachovia Bank March 2004 - March 2009
Lancome 2001 - 2004
Home Gold April 2000 - December 2000
The Nine West Group October 1997 - April 2000
Skills
Loans, Workshops, Portfolio Management, Relationship Management, Investments, Mortgage Lending, Retirement Planning, Banking, Commercial Banking, Insurance, Underwriting, Management, Small Business, CRM, Training, Sales, Team Building, Marketing, Customer Retention, Loan Origination, Lines Of Credit, Credit, Leadership, Networking, Business Planning, Human Resources, Business Development, Selling, Entrepreneurship, Finance, Strategic Planning, Time Management, Risk Management, Small Business Lending, Coaching, Mergers & Acquisitions, Employee Benefits, Market Research, Commercial Lending, Retail Banking, Consumer Lending, Executive Management, Financial Analysis, Credit Analysis
Education
Florida State University - College of Business 1986 — 1990
BS Finance, Finance & Real Estate
BH BL Senior High
Series 6, 63, 65
Life, Health, Variable Annuity Licenses
Edwin Senbergs's The Investment Center Experience January 1998 - January 2003
Job Owner, Benefits Consulting Group
Industry Financial Services
Experience
2010 BENEFITS CONSULTING GROUP May 2011 - Present
Benefits Consulting Group January 2000 - Present
2010 - 2011 EAGLE ONE DEBT SOLUTIONS September 2010 - April 2011
RG Brenner January 2000 - March 2003
THE INVESTMENT CENTER January 1998 - January 2003
GARY RESKA & ASSOCIATES January 1997 - January 1998
PMG FINANCIAL GROUP January 1995 - January 1997
NEW YORK ADVISORY GROUP January 1990 - January 1995
ADVANTAGE CAPITAL CORPORATION January 1984 - January 1990
GIMBELS BROTHERS January 1977 - January 1984
Skills
Risk Management, Mergers, Retirement Planning, Portfolio Management, Strategic Financial..., Equities, Finance, Analysis, Financial Analysis, Mutual Funds, Series 63, Employee Benefits, Securities, Banking, Credit, Insurance, Estate Planning, Series 7, Investments, Business Planning, Corporate Finance, Hedge Funds, Managerial Finance, Strategic Planning, Wealth Management, Asset Management, 401k, Cash Management, Accounting, Fixed Annuities, Retirement, Financial Services, Life Insurance, Small Business, Accounts Payable, Financial Advisory, Disability Insurance, Financial Planners, Financial Statements, Long-term Care, Universal Life, Alternative Investments, Investment Advisory, Tax Preparation, Negotiation, Term Life Insurance, Financial Markets, Asset Allocation, Private Equity, Cash Flow
Education
Mercy College 1980 — 1984
Bachelor's degree, Finance
Mercy College 1980 — 1984
BUSINESS ADMINISTRATION / BACHELORS OF SCIENCE
BARUCH COLLEGE
CFP COURSES
2010 BENEFITS CONSULTING GROUP May 2011 - Present
Benefits Consulting Group January 2000 - Present
2010 - 2011 EAGLE ONE DEBT SOLUTIONS September 2010 - April 2011
RG Brenner January 2000 - March 2003
THE INVESTMENT CENTER January 1998 - January 2003
GARY RESKA & ASSOCIATES January 1997 - January 1998
PMG FINANCIAL GROUP January 1995 - January 1997
NEW YORK ADVISORY GROUP January 1990 - January 1995
ADVANTAGE CAPITAL CORPORATION January 1984 - January 1990
GIMBELS BROTHERS January 1977 - January 1984
Skills
Risk Management, Mergers, Retirement Planning, Portfolio Management, Strategic Financial..., Equities, Finance, Analysis, Financial Analysis, Mutual Funds, Series 63, Employee Benefits, Securities, Banking, Credit, Insurance, Estate Planning, Series 7, Investments, Business Planning, Corporate Finance, Hedge Funds, Managerial Finance, Strategic Planning, Wealth Management, Asset Management, 401k, Cash Management, Accounting, Fixed Annuities, Retirement, Financial Services, Life Insurance, Small Business, Accounts Payable, Financial Advisory, Disability Insurance, Financial Planners, Financial Statements, Long-term Care, Universal Life, Alternative Investments, Investment Advisory, Tax Preparation, Negotiation, Term Life Insurance, Financial Markets, Asset Allocation, Private Equity, Cash Flow
Education
Mercy College 1980 — 1984
Bachelor's degree, Finance
Mercy College 1980 — 1984
BUSINESS ADMINISTRATION / BACHELORS OF SCIENCE
BARUCH COLLEGE
CFP COURSES
Kevin Glynn Kevin Glynn's The Investment Center Experience June 2009 - October 2013
Job Portfolio Manager at Summit Capital Group, LLC
Industry Investment Management
Experience
Summit Capital Group, LLC October 2013 - Present
The Investment Center June 2009 - October 2013
Smith Barney 2007 - 2009
D.A. Davidson & Co. 1996 - 2007
Skills
Portfolio Management, Investments, Asset Management, Mutual Funds, Equities, Hedge Funds, Financial Analysis, Asset Allocation, Alternative Investments, Trading, Fixed Income, Securities
Education
Gonzaga University 1980 — 1984
Bachelor of Business Administration (BBA)
Summit Capital Group, LLC October 2013 - Present
The Investment Center June 2009 - October 2013
Smith Barney 2007 - 2009
D.A. Davidson & Co. 1996 - 2007
Skills
Portfolio Management, Investments, Asset Management, Mutual Funds, Equities, Hedge Funds, Financial Analysis, Asset Allocation, Alternative Investments, Trading, Fixed Income, Securities
Education
Gonzaga University 1980 — 1984
Bachelor of Business Administration (BBA)
Douglas DiDominica Douglas DiDominica's The Investment Center Experience February 1999 - February 2000
Job Regional Managing Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group September 2008 - Present
Principal Financial Group July 2007 - September 2008
The Granite Financial February 1997 - July 2008
Granite Securities LLC March 2000 - April 2008
The Investment Center February 1999 - February 2000
Wall Street Financial Group February 1998 - March 1999
Raymond James October 1996 - February 1998
Skills
Management, Financial Advisory, Financial Services, Securities, Financial Planners, Coaching, Educational Leadership, Organizational..., Leadership Development, FINRA, Retirement, 401k, Retirement Planning, Fixed Annuities, Series 7, Series 63, Life Insurance, Insurance, Disability Insurance, Mutual Funds, Asset Allocation
Education
Farmingdale State College 1989 — 1992
Principal Financial Group September 2008 - Present
Principal Financial Group July 2007 - September 2008
The Granite Financial February 1997 - July 2008
Granite Securities LLC March 2000 - April 2008
The Investment Center February 1999 - February 2000
Wall Street Financial Group February 1998 - March 1999
Raymond James October 1996 - February 1998
Skills
Management, Financial Advisory, Financial Services, Securities, Financial Planners, Coaching, Educational Leadership, Organizational..., Leadership Development, FINRA, Retirement, 401k, Retirement Planning, Fixed Annuities, Series 7, Series 63, Life Insurance, Insurance, Disability Insurance, Mutual Funds, Asset Allocation
Education
Farmingdale State College 1989 — 1992
James Taibleson James Taibleson's The Investment Center Experience September 2012 - Present
Job WEALTH MANAGER AT THE INVESTMENT CENTER
Industry Education Management
Experience
The Investment Center September 2012 - Present
Jim Educates Warriors October 2007 - Present
FINANCIAL LITERACY FOR ATTORNEYS--CONTINUING LEGAL EDUCATION 2004 - Present
New York University 1990 - Present
MAXIM GROUP AND PREDECESSORS January 1994 - September 2012
WBGO Jazz 88.3 FM 2009 - 2012
Skills
WORLD'S GREATEST..., Public Speaking, Strategic Planning, Non-profits, Social Media, Portfolio Management, Financial Modeling, Financial Analysis, Marketing, Coaching, Investments, Business Strategy, Online Advertising, Editing, Asset Managment, Strategic Financial..., Microsoft Excel, Public Relations, Equities, Finance, Business Development, Management, Start-ups, Analysis, Entrepreneurship, Management Consulting
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA, FINANCE
University of Illinois at Urbana-Champaign 1973 — 1977
BS, ACCOUNTANCY
HIGHLAND PARK HIGH SCHOOL
The Investment Center September 2012 - Present
Jim Educates Warriors October 2007 - Present
FINANCIAL LITERACY FOR ATTORNEYS--CONTINUING LEGAL EDUCATION 2004 - Present
New York University 1990 - Present
MAXIM GROUP AND PREDECESSORS January 1994 - September 2012
WBGO Jazz 88.3 FM 2009 - 2012
Skills
WORLD'S GREATEST..., Public Speaking, Strategic Planning, Non-profits, Social Media, Portfolio Management, Financial Modeling, Financial Analysis, Marketing, Coaching, Investments, Business Strategy, Online Advertising, Editing, Asset Managment, Strategic Financial..., Microsoft Excel, Public Relations, Equities, Finance, Business Development, Management, Start-ups, Analysis, Entrepreneurship, Management Consulting
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA, FINANCE
University of Illinois at Urbana-Champaign 1973 — 1977
BS, ACCOUNTANCY
HIGHLAND PARK HIGH SCHOOL
Luis Rene Onate's The Investment Center Experience February 2012 - July 2013
Job Account Executive at Tandem Innovative Payment Solutions
Industry Financial Services
Experience
Tandem Innovative Payment Solutions October 2014 - Present
Los Amigos Mexican Restaurant August 2013 - Present
The Investment Center February 2012 - July 2013
Bank of America April 2010 - April 2011
Skills
Marketing, Spanish-speaking, Adobe Creative Suite, SPSS, Market Research, Multicultural, Social Media Marketing, Digital Media, SAS, Advertising, HTML 5, CSS, Digital Photography, Customer Service, Restaurant Management, Investments, Mac OS, Time Management, Sales, InDesign, Illustrator, Public Speaking, PowerPoint, Microsoft Word, Social Media, Leadership, Facebook
Education
Clemson University - College of Business and Behavioral Science 2013 — 2014
Master's degree, Marketing, 4.0
Clemson University 2005 — 2009
Bachelor of Science (BS), Business Administration and Management, General, 3.11 GPA
Tandem Innovative Payment Solutions October 2014 - Present
Los Amigos Mexican Restaurant August 2013 - Present
The Investment Center February 2012 - July 2013
Bank of America April 2010 - April 2011
Skills
Marketing, Spanish-speaking, Adobe Creative Suite, SPSS, Market Research, Multicultural, Social Media Marketing, Digital Media, SAS, Advertising, HTML 5, CSS, Digital Photography, Customer Service, Restaurant Management, Investments, Mac OS, Time Management, Sales, InDesign, Illustrator, Public Speaking, PowerPoint, Microsoft Word, Social Media, Leadership, Facebook
Education
Clemson University - College of Business and Behavioral Science 2013 — 2014
Master's degree, Marketing, 4.0
Clemson University 2005 — 2009
Bachelor of Science (BS), Business Administration and Management, General, 3.11 GPA
Beverly Ferguson Beverly Ferguson's The Investment Center Experience August 1992 - March 2001
Job esbe Designs Representative, Manager Chicos, Assistant Brewer Dental
Industry Professional Training & Coaching
Experience
Willow House March 2014 - Present
Willow House August 2003 - Present
FireSafe Montana Lockwood 2009 - 2010
The Investment Center, August 1992 - March 2001
Skills
Customer Service, Customer Satisfaction, Customer Experience, Jewelry, Decoration, Interior Design, Organizational..., Organization, Organizational..., Team Building, Team Leadership, Teamwork, Team Management, Motivation, Motivational Speaking, Sales Motivation, Motivated self-starter, Cold Calling, Sales Management, Sales, Direct Sales, Personal Development, Personal Training, Entrepreneurship, Home, Home Staging, Leadership, Leadership Development, Problem Solving, Writing, Social Media Marketing, Gifts, Marketing, Retail, Public Relations, Negotiation, Small Business, Marketing Communications, Product Development, Event Planning, Advertising, Fundraising, New Business Development
Education
Clemson University 1991 — 1995
landscape architecture
Crater
Willow House March 2014 - Present
Willow House August 2003 - Present
FireSafe Montana Lockwood 2009 - 2010
The Investment Center, August 1992 - March 2001
Skills
Customer Service, Customer Satisfaction, Customer Experience, Jewelry, Decoration, Interior Design, Organizational..., Organization, Organizational..., Team Building, Team Leadership, Teamwork, Team Management, Motivation, Motivational Speaking, Sales Motivation, Motivated self-starter, Cold Calling, Sales Management, Sales, Direct Sales, Personal Development, Personal Training, Entrepreneurship, Home, Home Staging, Leadership, Leadership Development, Problem Solving, Writing, Social Media Marketing, Gifts, Marketing, Retail, Public Relations, Negotiation, Small Business, Marketing Communications, Product Development, Event Planning, Advertising, Fundraising, New Business Development
Education
Clemson University 1991 — 1995
landscape architecture
Crater
Christopher Wosnitzer Christopher Wosnitzer's The Investment Center Experience November 2010 - March 2011
Job Director Sales Business Development, Finance | Open to new opportunities
Industry Financial Services
Experience
Itak Heating & Cooling January 2014 - Present
Director Sales Business Development Leadership in the Greater New York City Area 2012 - Present
Albatross Property Solutions LLC December 2008 - Present
The Investment Center November 2010 - March 2011
Securities America Inc. May 2006 - September 2010
AIG SunAmerica 1999 - 2006
Skills
401k, Financial Advisory, Investments, Mutual Funds, Securities, Retirement, Investment Advisory, Asset Managment, Retirement Planning, Recruiting, Time Management, Territory Management, Territory Development, Marketing Strategy, Sales Presentations, Strategic Negotiations, Lead Generation, Sales Management, Creative Real Estate..., Key Account Development, Key Account Management, Solution Selling, Territory..., Key Account..., Finance, New Business Development, Short Sales, Foreclosures, Buyer Representation, Income Properties, Rehabbing, Rent to Own, Lease Options, Seller Financing, Talent Acquisition, Cold Calling, Setting Appointments, Sales Presentation..., Prospecting Skills, Overcome Objections, Lead Qualification, Prospecting New Accounts, Strategic Sales Plans, Territory Growth, Territory Expansion, Separately Managed..., Wrap Accounts, Registered Investment..., General Securities..., Asset Management
Education
Richard Stockton College of New Jersey 1988 — 1993
BA, Business
Stockton University
Itak Heating & Cooling January 2014 - Present
Director Sales Business Development Leadership in the Greater New York City Area 2012 - Present
Albatross Property Solutions LLC December 2008 - Present
The Investment Center November 2010 - March 2011
Securities America Inc. May 2006 - September 2010
AIG SunAmerica 1999 - 2006
Skills
401k, Financial Advisory, Investments, Mutual Funds, Securities, Retirement, Investment Advisory, Asset Managment, Retirement Planning, Recruiting, Time Management, Territory Management, Territory Development, Marketing Strategy, Sales Presentations, Strategic Negotiations, Lead Generation, Sales Management, Creative Real Estate..., Key Account Development, Key Account Management, Solution Selling, Territory..., Key Account..., Finance, New Business Development, Short Sales, Foreclosures, Buyer Representation, Income Properties, Rehabbing, Rent to Own, Lease Options, Seller Financing, Talent Acquisition, Cold Calling, Setting Appointments, Sales Presentation..., Prospecting Skills, Overcome Objections, Lead Qualification, Prospecting New Accounts, Strategic Sales Plans, Territory Growth, Territory Expansion, Separately Managed..., Wrap Accounts, Registered Investment..., General Securities..., Asset Management
Education
Richard Stockton College of New Jersey 1988 — 1993
BA, Business
Stockton University
Megan Rosen Megan Rosen's The Investment Center Experience May 2012 - July 2012
Job Assistant at Rosen Financial Services
Industry Higher Education
Experience
Associated Students of Michigan State University September 2009 - Present
The Investment Center May 2012 - July 2012
East Lansing Soccer Club August 2011 - October 2011
Friendship Circle, Bloomfield Hills Mi August 2008 - August 2010
Skills
PowerPoint, Research, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, PCR, Event Planning, Facebook, Social Media
Education
Michigan State University 2009 — 2013
Bachelor's degree, Business/Finance
Andover High School 2005 — 2009
Associated Students of Michigan State University September 2009 - Present
The Investment Center May 2012 - July 2012
East Lansing Soccer Club August 2011 - October 2011
Friendship Circle, Bloomfield Hills Mi August 2008 - August 2010
Skills
PowerPoint, Research, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, PCR, Event Planning, Facebook, Social Media
Education
Michigan State University 2009 — 2013
Bachelor's degree, Business/Finance
Andover High School 2005 — 2009
Natalie Ramirez's The Investment Center Experience April 2008 - August 2011
Job Cisco VoIP Telecom Analyst
Industry Information Technology and Services
Experience
Chemical Corporation August 2011 - Present
The Investment Center April 2008 - August 2011
Skills
System Administration, Troubleshooting, Windows 7, SAP, HTML, Salesforce.com, PeopleSoft, Microsoft Office, Outlook, Microsoft Excel, PowerPoint, Microsoft Word, CCENT, Ccna voice, Cucm, Unity Connection, Cisco Routers, Icnd1, ICOMM, Cisco VoIP, CCX Editor, LAN-WAN, Help Desk Support, Blackberry Enterprise..., Network Design, TCP/IP, Computer Hardware, Windows XP, Network Administration, Routing, Cisco Certified, WAN, VPN, Routers, Switches, Cisco IOS, Technical Support, Telephony, Unified Communications, CCNP, VLAN, Cisco Call Manager, CCNA
Education
CCNP Voice Certified 2014 — 2014
Certification, Cisco Certified Networking Professional Voice
CCENT certified 2013 — 2013
Certification, Cisco Certified Entry Networking Technician
CCNA Voice certified 2013 — 2013
Certification, Cisco Certified Network Associate Voice
University of Houston, C.T. Bauer College of Business 2005 — 2009
Bachelor's Degree, Management Information Systems
Chemical Corporation August 2011 - Present
The Investment Center April 2008 - August 2011
Skills
System Administration, Troubleshooting, Windows 7, SAP, HTML, Salesforce.com, PeopleSoft, Microsoft Office, Outlook, Microsoft Excel, PowerPoint, Microsoft Word, CCENT, Ccna voice, Cucm, Unity Connection, Cisco Routers, Icnd1, ICOMM, Cisco VoIP, CCX Editor, LAN-WAN, Help Desk Support, Blackberry Enterprise..., Network Design, TCP/IP, Computer Hardware, Windows XP, Network Administration, Routing, Cisco Certified, WAN, VPN, Routers, Switches, Cisco IOS, Technical Support, Telephony, Unified Communications, CCNP, VLAN, Cisco Call Manager, CCNA
Education
CCNP Voice Certified 2014 — 2014
Certification, Cisco Certified Networking Professional Voice
CCENT certified 2013 — 2013
Certification, Cisco Certified Entry Networking Technician
CCNA Voice certified 2013 — 2013
Certification, Cisco Certified Network Associate Voice
University of Houston, C.T. Bauer College of Business 2005 — 2009
Bachelor's Degree, Management Information Systems
G Marshall Johnson's The Investment Center Experience December 1993 - 2001
Job Stakeholder at G Marshall Johnson & Associates
Industry Management Consulting
Experience
G Marshall Johnson & Associates January 1999 - Present
The Investment Center December 1993 - 2001
Prudential Securities January 1993 - June 1996
XEC August 1980 - May 1986
Xerox Corporation July 1978 - February 1980
Skills
Sales, Executive Management, New Business Development, Small Business, Sales Management, Business Development, B2B, Strategy, Training, Entrepreneurship, Coaching, Selling, Business Planning, Social Media, Marketing Strategy, Executive Coaching, Business Strategy, Cold Calling, Leadership, Consulting, Process Improvement, Public Speaking, Start-ups, Management Consulting, Time Management, Finance, Insurance, Strategic Planning, Management, CRM, Marketing, Team Building, Sales Process, Leadership Development, Strategic Partnerships, Mergers & Acquisitions, Lead Generation, Budgets, Employee Benefits, Direct Sales, Negotiation, Account Management, Contract Negotiation, Competitive Analysis, Recruiting, Team Leadership, Market Research, Risk Management, Change Management, Organizational...
Education
Columbia Pacific University 1982 — 1987
MBA, Economics
East Carolina University
B.S., Social Work, Psychology, History
G Marshall Johnson & Associates January 1999 - Present
The Investment Center December 1993 - 2001
Prudential Securities January 1993 - June 1996
XEC August 1980 - May 1986
Xerox Corporation July 1978 - February 1980
Skills
Sales, Executive Management, New Business Development, Small Business, Sales Management, Business Development, B2B, Strategy, Training, Entrepreneurship, Coaching, Selling, Business Planning, Social Media, Marketing Strategy, Executive Coaching, Business Strategy, Cold Calling, Leadership, Consulting, Process Improvement, Public Speaking, Start-ups, Management Consulting, Time Management, Finance, Insurance, Strategic Planning, Management, CRM, Marketing, Team Building, Sales Process, Leadership Development, Strategic Partnerships, Mergers & Acquisitions, Lead Generation, Budgets, Employee Benefits, Direct Sales, Negotiation, Account Management, Contract Negotiation, Competitive Analysis, Recruiting, Team Leadership, Market Research, Risk Management, Change Management, Organizational...
Education
Columbia Pacific University 1982 — 1987
MBA, Economics
East Carolina University
B.S., Social Work, Psychology, History
Edward Maher, CFP®'s The Investment Center Experience January 1994 - Present
Job CERTIFIED FINANCIAL PLANNER ™ Professional Senior Vice President, Investments at The Investment Center
Industry Investment Management
Experience
The Investment Center January 1994 - Present
Retired Army Officer 1972 - 1992
Education
Command and General Staff College 1982 — 1983
University of North Carolina at Chapel Hill 1981 — 1982
Masters of Education, Adult Education
St. Bonaventure University
Bachelor's degree, Economics
The Investment Center January 1994 - Present
Retired Army Officer 1972 - 1992
Education
Command and General Staff College 1982 — 1983
University of North Carolina at Chapel Hill 1981 — 1982
Masters of Education, Adult Education
St. Bonaventure University
Bachelor's degree, Economics
Lindy Bantz's The Investment Center Experience December 2010 - May 2012
Job at
Industry Construction
Experience
Terex Corporation September 2015 - Present
Force Unlltd. June 2013 - July 2015
GMAC Mortgage March 2012 - June 2013
The Investment Center December 2010 - May 2012
Larson Construction March 2008 - December 2010
Ruan Transportation October 2007 - March 2008
Hamilton College July 2006 - March 2008
GMAC Mortgage February 2001 - March 2005
Skills
Data Entry, Customer Service, System Administration, Payroll, Administrative..., Outlook, Invoicing, Budgets, Spreadsheets, Interviews, Human Resources, Training, Microsoft Word, Management, Microsoft Office
Education
Kaplan University 2006 — 2010
Bachelor, Business Management
Kaplan University 2005 — 2009
Associate, Business Management
Hamilton College
Associate of Applied Science, Business Administration; Business Management
Terex Corporation September 2015 - Present
Force Unlltd. June 2013 - July 2015
GMAC Mortgage March 2012 - June 2013
The Investment Center December 2010 - May 2012
Larson Construction March 2008 - December 2010
Ruan Transportation October 2007 - March 2008
Hamilton College July 2006 - March 2008
GMAC Mortgage February 2001 - March 2005
Skills
Data Entry, Customer Service, System Administration, Payroll, Administrative..., Outlook, Invoicing, Budgets, Spreadsheets, Interviews, Human Resources, Training, Microsoft Word, Management, Microsoft Office
Education
Kaplan University 2006 — 2010
Bachelor, Business Management
Kaplan University 2005 — 2009
Associate, Business Management
Hamilton College
Associate of Applied Science, Business Administration; Business Management
James Duffy's The Investment Center Experience July 1999 - April 2001
Job Park Avenue Strategic Partners, Chair & Managing Director
Industry Financial Services
Experience
Park Avenue Strategic Partners February 2013 - Present
Principal Financial Group September 2007 - Present
The Granite Financial February 1997 - July 2008
The Investment Center July 1999 - April 2001
Wall Street Financial Group August 1998 - July 1999
Raymond James Financial Inc. 1997 - 1998
MONY Securities Corp. 1997 - 1997
Skills
401k, 403 b, Variable Annuities, Fixed Annuities, Asset Allocation, Buy-sell Agreements, Deferred Compensation..., Disability Income..., Executive Benefit..., Informal Business..., Traditional IRA, Roth IRA, Pension Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Whole Life Insurance, Business Continuation..., Buy-Sell Review, Income Protection, SEP IRA, Key Person Insurance, Series 7, Series 63, Series 24, Simple IRA
Education
The New School 1989 — 1991
Certificate, Business Management
Molloy College 1984 — 1989
Bachelor's Degree, Business Finance
Park Avenue Strategic Partners February 2013 - Present
Principal Financial Group September 2007 - Present
The Granite Financial February 1997 - July 2008
The Investment Center July 1999 - April 2001
Wall Street Financial Group August 1998 - July 1999
Raymond James Financial Inc. 1997 - 1998
MONY Securities Corp. 1997 - 1997
Skills
401k, 403 b, Variable Annuities, Fixed Annuities, Asset Allocation, Buy-sell Agreements, Deferred Compensation..., Disability Income..., Executive Benefit..., Informal Business..., Traditional IRA, Roth IRA, Pension Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Whole Life Insurance, Business Continuation..., Buy-Sell Review, Income Protection, SEP IRA, Key Person Insurance, Series 7, Series 63, Series 24, Simple IRA
Education
The New School 1989 — 1991
Certificate, Business Management
Molloy College 1984 — 1989
Bachelor's Degree, Business Finance
Taber Brown's The Investment Center Experience October 2013 - July 2015
Job United Capital
Industry Financial Services
Experience
United Capital Financial Advisers, LLC July 2015 - Present
Girard Securities July 2015 - Present
The Investment Center October 2013 - July 2015
Wells Fargo June 2013 - October 2013
Edward Jones March 2011 - May 2013
New Chapter, Inc. 2007 - 2010
Skills
IRAs, 401k, Marketing, Microsoft Office, Retirement, Strategic Planning, 401k Rollovers, Retirement Planning, Customer Service, Series 7, Mutual Funds, Fixed Annuities, Wealth, Investments, Portfolio Management, Sales, Life Insurance, Social Media, Long Term Care Insurance, Investment Strategies, Roth IRA, Asset Allocation, Investment Advisory, Marketing Strategy, Securities, Financial Goals, Personal Financial..., Retirement Savings, Sales Management, FINRA, Financial Services, Coaching, PowerPoint, Social Media Marketing, Team Building, Wealth Management, Financial Planning, Estate Planning, Financial Analysis
Education
Siena College 2003 — 2007
Business, Marketing/Marketing Management, General
Siena College 2003 — 2007
Business, Management, Marketing, and Related Support Services
United Capital Financial Advisers, LLC July 2015 - Present
Girard Securities July 2015 - Present
The Investment Center October 2013 - July 2015
Wells Fargo June 2013 - October 2013
Edward Jones March 2011 - May 2013
New Chapter, Inc. 2007 - 2010
Skills
IRAs, 401k, Marketing, Microsoft Office, Retirement, Strategic Planning, 401k Rollovers, Retirement Planning, Customer Service, Series 7, Mutual Funds, Fixed Annuities, Wealth, Investments, Portfolio Management, Sales, Life Insurance, Social Media, Long Term Care Insurance, Investment Strategies, Roth IRA, Asset Allocation, Investment Advisory, Marketing Strategy, Securities, Financial Goals, Personal Financial..., Retirement Savings, Sales Management, FINRA, Financial Services, Coaching, PowerPoint, Social Media Marketing, Team Building, Wealth Management, Financial Planning, Estate Planning, Financial Analysis
Education
Siena College 2003 — 2007
Business, Marketing/Marketing Management, General
Siena College 2003 — 2007
Business, Management, Marketing, and Related Support Services
R Cris Henry's The Investment Center Experience 1996 - 2007
Job Investor at PureSolar, Inc.
Industry Defense & Space
Experience
eQuip Enterprises 2014 - Present
PureSolar, Inc. 2012 - Present
Soloy Aviation 2007 - 2011
Merrill Lynch 2005 - 2007
The Investment Center 1996 - 2007
Skills
Aviation, Aircraft, Risk Management, Strategic Planning, Operations Management, Team Building, Customer Relations, Problem Solving, Financial Management, Public Speaking, Leadership Development, Mergers, Business Planning, Team Leadership, New Business Development, Policy, Contract Negotiation, Change Management, Military, Coaching, Marketing Strategy, Retirement Planning, Account Management, Negotiation, Business Strategy, Commercial Pilot, Flight Operations, Process Improvement, Investments, Estate Planning, Product Development, Airlines, Helicopters, Tactics, Sales Management, Leadership
Education
San Jose State University 1977 — 1980
History, African History, Cultures and language., 3.4
eQuip Enterprises 2014 - Present
PureSolar, Inc. 2012 - Present
Soloy Aviation 2007 - 2011
Merrill Lynch 2005 - 2007
The Investment Center 1996 - 2007
Skills
Aviation, Aircraft, Risk Management, Strategic Planning, Operations Management, Team Building, Customer Relations, Problem Solving, Financial Management, Public Speaking, Leadership Development, Mergers, Business Planning, Team Leadership, New Business Development, Policy, Contract Negotiation, Change Management, Military, Coaching, Marketing Strategy, Retirement Planning, Account Management, Negotiation, Business Strategy, Commercial Pilot, Flight Operations, Process Improvement, Investments, Estate Planning, Product Development, Airlines, Helicopters, Tactics, Sales Management, Leadership
Education
San Jose State University 1977 — 1980
History, African History, Cultures and language., 3.4
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY