The Mutual Fund Store

Industry: Company

Description

Headquarters: Overland Park, KS Founded: 1996 Parent organization: Financial Engines Subsidiaries: TMFS Insurance Agency, LLC, The Mutual Fund Research Center, LLC, The Mutual Fund Store-Nashville, Llc

The Mutual Fund Store List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Mutual Fund Store. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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The Mutual Fund Store Employees

Employee
Years
Job
Industry
Widmark Cano Widmark Cano Greater Atlanta Area Details
Widmark Cano's The Mutual Fund Store Experience September 2015 - Present
Job VP Investments; Investment Managment Services, Retirement Income Planning & Wealth Protection
Industry Investment Management
Experience
The Mutual Fund Store   September 2015 - Present
CFIS - Cano Financial & Insurance Services   September 2013 - August 2015
PlanMember Securities Corporation   March 2011 - August 2015
Symetra  April 2009 - March 2011
MetLife  March 2007 - April 2009
Peachtree Settlement Funding  May 2007 - September 2008
Peachtree Settlement Funding  September 2002 - October 2007
American Express Financial Advisors  November 2000 - August 2002
Farnell Financial Services   May 1995 - October 2000
TGI Fridays  February 1992 - October 1993

Skills
Fixed Annuities, Wealth Management, Investments, Strategic Financial..., Financial Services, Insurance, Mutual Funds, Retirement, 401k, Life Insurance, Investment Advisory, Sales Management, Retirement Planning, Small Business, Life Settlements, Sales, Portfolio Management, Asset Allocation, Investment Banking, Finance, Management, Strategic Planning, Leadership, Securities, Customer Service, Strategy, Investment Strategies, Wealth

Education
Florida International University   1989 — 1991
Bachelor of Science (B.S.), Hospitality Managment

Hialeah High School   1981 — 1984

Jodi Raggio Jodi Raggio Austin, Texas Details
Jodi Raggio's The Mutual Fund Store Experience December 2004 - July 2009
Job NA Qualification Coordinator at Insights
Industry Professional Training & Coaching
Experience
Insights  July 2013 - Present
MedSpring Urgent Care  March 2011 - July 2013
Texas Med Clinic   May 2010 - March 2011
The Mutual Fund Store   December 2004 - July 2009
Service Group  January 2001 - July 2004
Schreiner University  January 1997 - January 2001

Skills
Process Improvement, Microsoft Office, Customer Service, Healthcare Management, EMR, Event Planning, Communication Skills, Strategic Planning, Healthcare, Employee Relations, Operations Management, Customer Satisfaction, Leadership, Human Resources, Recruiting, Training, Marketing, Management, Microsoft Excel, Strategy, Team Building, Project Planning, Coaching, Organizational...

Education
University of North Texas   1992 — 1996
Bachelor of Business Administration (BBA), Business Management and Behavior Analysis

Virginia College-Austin

Virginia College-Austin

Lisa Banning Lisa Banning Kansas City, Missouri Area Details
Lisa Banning's The Mutual Fund Store Experience February 2011 - August 2013
Job Training Specialist at American Century Investments
Industry Financial Services
Experience
American Century Investments  December 2014 - Present
American Century Investments  July 2014 - November 2014
American Century Investments  April 2014 - June 2014
American Century Investments  September 2013 - April 2014
The Mutual Fund Store   February 2011 - August 2013
Scaglia Law Firm   August 2009 - June 2010
American Century Investments  2006 - 2008
American Century Investments  2004 - 2006
American Century Investments  1998 - 2004
American Century Investments  1996 - 1998

Skills
Marketing Strategy, CRM, Mutual Funds, Management, Marketing, Sales, Financial Services, Program Management, Relationship Management, Direct Marketing, Process Improvement, Sales Operations, 401k, Integrated Marketing, Investments, Segmentation, Series 6, Series 63, Portfolio Management, Retirement Planning, Training

Education
Baker University   2002 — 2003
MBA

University of Central Missouri   1988 — 1992
BSBA, Human Resources

Raytown High School   1984 — 1988

Lauren Krygier Lauren Krygier Portland, Oregon Details
Lauren Krygier's The Mutual Fund Store Experience September 2006 - October 2013
Job Executive Associate at Ferguson Wellman Capital Management
Industry Financial Services
Experience
Ferguson Wellman Capital Management  November 2013 - Present
The Mutual Fund Store   September 2006 - October 2013
Manheim  2004 - September 2006
Destination Bride   2003 - 2004
Portland Auto Auction   January 2002 - January 2003
North Creek Analytical  March 2001 - January 2002

Skills
Microsoft Office, Highly detail oriented, Coordinating Events, High Level Of Accuracy, Deadline Driven, Priority Management, Self-starter, ACT!, Administrative..., Superior Client Service, Office Management, Graphic Design, Financial Reporting, Expenses, Purchasing, Presentation Folders, Adobe Creative Suite, Microsoft CRM, Reynolds & Reynolds, Data Reconciliation, Operational Efficiency, Adaptability, High Sense Of Urgency, Volunteering, Typing, Receptionist Duties, Database Administration, Data Entry, Written Correspondence, Spreadsheets, Websites, Flexibility, Resourceful..., Organizational..., Discretion, Self Management, File Systems, Appointment Scheduling, Calendaring, Non-profits, Improvisation, Outstanding..., Exceptional Listener, Work Well Independently, Teamwork

Education
Portland Community College   1998 — 2013
AA, General Studies

Marylhurst University   2011 — 2012
Humanities/Humanistic Studies

The Art Institute of Portland   2004 — 2005
Apparel Design

Rebecca Seberger Rebecca Seberger Lincoln, Nebraska Details
Rebecca Seberger's The Mutual Fund Store Experience September 2007 - October 2012
Job Meeting and Travel Coordinator at Ameritas
Industry Executive Office
Experience
Ameritas  November 2014 - Present
Duncan Aviation  August 2013 - November 2014
SCORR Marketing  January 2013 - July 2013
The Mutual Fund Store   September 2007 - October 2012

Skills
Outlook, Customer Service, Microsoft Office, Investments, Microsoft Excel, Administrative..., Friendly Personality, Adaptability, Loyal, Heavy Calendaring, Event Planning, Logistics, Leadership, Access, Risk Management, Marketing, Administrative..., High Net Worth..., Process Scheduler, Public Relations, Time Management, Project Planning, Confidentiality, Databases, Mac OS, Editing, Research, Employee Relations, Administration, Administrative...

Education
Johnson County Community College   2010 — 2010
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies

David Michael St. John David Michael St. John Oklahoma City, Oklahoma Area Details
David Michael St. John's The Mutual Fund Store Experience January 2014 - January 2014
Job Field Service Technician at NCR Corporation
Industry Information Technology and Services
Experience
NCR Corporation  May 2015 - Present
CompuCom  June 2014 - Present
Teleflora - Imaging Services Department   June 2013 - May 2014
HUD  January 2014 - January 2014
Barrister Global Services Network  January 2014 - January 2014
The Mutual Fund Store   January 2014 - January 2014
Insight Global and Dell Computer Company   January 2014 - January 2014
Devon Energy / Contracter Gray Cox, GCox@PartnersConsulting.com   December 2013 - December 2013
Starbucks  October 2013 - October 2013
Allstate Financial Services, LLC  October 2013 - October 2013

Skills
Certification (DCSE..., Ceramics and Sculpture, AutoCAD 2006 & 2012, Revit 2012, Autodesk Software, Past Owner / Three..., #1 Kula Fresh Water, #2 Zion Graphic Design, #3 Funk Brothers Snow..., Windows XP Pro, Adobe Creative Suite, Windows Vista, Windows 7, Windows 8, Troubleshooting, Call Centers, Canon, Dell Printers, Scanners, Microsoft Excel, Microsoft Office, Microsoft Word, Windows XP, Printers, Hardware, Operating Systems, Computer Repair, Illustrator, Photoshop, HTML, QuarkXPress, Software Installation, Laptops

Education
University of Oklahoma
Art Design, Architecture, Physics and Engineering

Oklahoma State University-Oklahoma City
Associate's Degree, Engineering / Architecture

Wichita State University
Ceramic Arts, Graphics, Painting, Sculpture, Communications, Audio Production

Amber Murphy Amber Murphy Austin, Texas Details
Amber Murphy's The Mutual Fund Store Experience May 2015 - Present
Job Client Services Manager at the Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store   May 2015 - Present
Sixthriver Architects  February 2014 - May 2015
Sixthriver Architects  July 2013 - February 2014
maurices  November 2008 - July 2013
Verizon  November 2004 - March 2009

Skills
Merchandising, Visual Merchandising, Retail Sales, Retail, Store Management, Driving Results, Loss Prevention, Marketing, Fashion, Customer Service, Management, Sales

Education
Eastern Illinois University   2005 — 2007
Bachelor of Science (BS), Fashion Merchandising

Lake Land College   2002 — 2005
Associates, Business Administration and Management, General

Matt Tantillo Matt Tantillo Overland Park, Kansas Details
Matt Tantillo's The Mutual Fund Store Experience December 2007 - June 2010
Job Mechanical Engineer
Industry Mechanical or Industrial Engineering
Experience
Aerotek  February 2015 - Present
Schoellhorn-Albrecht Machine Co   June 2014 - August 2014
Missouri S&T Multi Media Center   August 2013 - May 2014
Boy Scouts of America  June 2013 - July 2013
Meadowbrook Country Club  May 2012 - August 2012
Missouri S&T  August 2011 - May 2012
Sea Education Association  May 2011 - July 2011
The Mutual Fund Store   December 2007 - June 2010

Skills
Microsoft Office, UGS NX7.5, Solidworks, Report Writing, Technical Writing, Team Leadership, Research, Public Speaking, Management, Microsoft Word, Leadership, Microsoft Excel, Matlab, Data Analysis, AutoCAD, PowerPoint, Engineering, Inventor, Windows

Education
Missouri University of Science and Technology   2010 — 2014
Bachelor of Science (B.S.), Mechanical Engineering, 3.48/4.0

Audrey West Audrey West Gardner, Kansas Details
Audrey West's The Mutual Fund Store Experience September 2011 - Present
Job All Pro Paving, Inc.
Industry Construction
Experience
The Mutual Fund Store   September 2011 - Present
All Pro Paving, Inc.   April 1998 - Present
Gardner Area Chamber of Commerce   April 2009 - August 2011
American Century Investments  August 1991 - August 2008

Skills
Customer Service, Investments, Mutual Funds, Budgets

Education
Kansas State University

Kansas State University
BS, Business Administration

Kathleen Gerber Kathleen Gerber Lawrence, Kansas Details
Kathleen Gerber's The Mutual Fund Store Experience June 2015 - Present
Job Marketing Coordinator at The Mutual Fund Store
Industry Marketing and Advertising
Experience
The Mutual Fund Store   June 2015 - Present
Victoria's Secret Pink  August 2014 - May 2015
Marian High School  May 2014 - August 2014
Victoria's Secret Pink  August 2012 - May 2014
Atlantic Records  May 2013 - August 2013
Alpha Delta Pi Sorority  November 2011 - December 2012
planitOmaha  May 2012 - August 2012

Skills
Press Releases, Publicity, Event Planning, Social Media, Facebook, AP Style, Social Networking, Microsoft Office, Copy Editing, Adobe Creative Suite, Public Relations, Time Management, Editing, Newsletters, Media Relations, InDesign, Video Editing, Advertising, Photoshop, Fundraising, Social Media Marketing, Event Management, PowerPoint, Pinterest, Microsoft Word, Microsoft Excel, Corporate Communications, Brand Management, CisionPoint, Cision

Education
The University of Kansas   2011 — 2015
Journalism

University of Kansas   2011 — 2015
Bachelor of Science (BS), Journalism - Strategic Communication, 3.53

Javina Suttle Javina Suttle Houston, Texas Area Details
Javina Suttle's The Mutual Fund Store Experience January 2013 - Present
Job Client Service Manager at The Mutual Fund Store
Industry Insurance
Experience
The Mutual Fund Store   January 2013 - Present
AIG/American General Life Brokerage   April 2008 - December 2012
AIG American General  October 2004 - April 2008
AIG  February 2004 - October 2004
US Bank Mutual Funds Services   October 2002 - October 2003

Skills
Insurance, Health Insurance, Life Insurance, Fixed Annuities, Underwriting, People-oriented, Employee Benefits, Property & Casualty..., Term Life Insurance, Brokers, Disability Insurance, Team Leadership, Lotus Notes, Process Improvement, Staff Development, Estate Planning, Retirement Planning, Long-term Care, Series 63, Whole Life, Customer Satisfaction, Training, Call Centers, Access, 401k, Retirement, Financial Services, Financial Planners, IRAs, Universal Life, Strategic Financial..., Series 6, Commercial Insurance, Mutual Funds, Wealth Management, Risk Management, General Insurance, Reinsurance, Pensions, Financial Advisory, Claim, Relationship Management, Series 7, Long Term Care Insurance, Investments, Critical Illness, Securities, Insurance Brokerage, Investment Advisory

Education
Concordia University-Wisconsin   2004 — 2008
BA, Business Management/Communication

Riverside University High School   1984 — 1988

Tom Ink Tom Ink Overland Park, Kansas Details
Tom Ink's The Mutual Fund Store Experience November 2011 - February 2013
Job Senior Human Resources Manager at Sprint by Wireless Lifestyle
Industry Human Resources
Experience
Sprint by Wireless Lifestyle  June 2015 - Present
Sprint by Wireless Lifestyle  September 2013 - Present
The Mutual Fund Store   November 2011 - February 2013
The Mutual Fund Store   April 2008 - November 2011
American Century Investments  2003 - 2007
American Century Investments  2001 - 2003
American Century Investments  1999 - 2001
American Century Investments  1998 - 1999
American Century Investments  1997 - 1998
American Century Investments  1991 - 1997

Skills
Process Improvement, Investments, Business Process..., Forecasting, Leadership, Strategic Planning, Mutual Funds, Management, Budgets, Operations Management, Business Strategy, Financial Services, Human Resources, Account Management, Executive Management, Customer Service, Banking, Call Centers, Coaching, Finance, Series 6, Vendor Management, Relationship Management, Financial Analysis, Analysis, Team Leadership, Financial Advisory, Equities, Business Analysis, Business Development, Team Management, Risk Management, Asset Allocation, Balanced Scorecard

Education
Rockhurst University
Bachelor of Business Administration (B.B.A.)

Eric Pailing Eric Pailing Fresno, California Details
Eric Pailing's The Mutual Fund Store Experience October 2014 - Present
Job VP Investments
Industry Investment Management
Experience
The Mutual Fund Store   October 2014 - Present
Primerica  February 2004 - August 2014
TEKsystems  June 1999 - September 2001
United States Marine Corps  July 1995 - July 1999

Skills
Team Building, Team Leadership, Motivation, Marketing Strategy, Business Strategy, Public Speaking, Project Initiation, Financial Analysis, Sales Management, Mutual Funds, Insurance, Risk Management, Account Management, Investments, Business Planning, Recruiting, Leadership, Strategy, Training, Retirement Planning, Strategic Financial..., Series 6, Wealth Management, CRM, Asset Management, Series 63

Education
California State University-Fresno   2002 — 2004
Business Administration and Management, General

Mindy Scheeler Mindy Scheeler Greater New Orleans Area Details
Mindy Scheeler's The Mutual Fund Store Experience July 2012 - Present
Job Client Services Manager at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store   July 2012 - Present
SunTrust Bank  July 2010 - July 2012
Colonial Bank  July 2007 - October 2009
Colonial Bank  January 2006 - July 2007

Skills
Life & Health Insurance..., Administrative..., Customer Service, Consumer Lending, Insurance, Banking, Training, Loans, Sales, Finance, Financial Services, Team Management, Lines Of Credit, Customer Satisfaction, Life Insurance, Management

Education
LSU Shreveport   2014 — 2016
Master of Business Administration (M.B.A.)

Palm Beach State College   2010 — 2014
Bachelor's Degree, Supervision and Management

Palm Beach State College   2008 — 2010
Associate of Arts (A.A.), General Studies

Adam Searles Adam Searles New York, New York Details
Adam Searles's The Mutual Fund Store Experience June 2008 - August 2008
Job Restructuring Associate at Zolfo Cooper
Industry Financial Services
Experience
Zolfo Cooper  May 2014 - Present
KPMG  October 2010 - April 2014
KPMG US  June 2009 - August 2009
The University of Arizona  December 2007 - December 2008
The Mutual Fund Store   June 2008 - August 2008
KCTG   June 2006 - August 2006

Skills
CPA

Education
Hunter College   2009 — 2010
Masters in Accountancy, Accounting

University of Arizona, Eller College of Management   2005 — 2009
BA, Accounting

Clint Haynes Clint Haynes Kansas City, Missouri Area Details
Clint Haynes's The Mutual Fund Store Experience December 2011 - December 2012
Job Financial Planner Serving Business Professionals, Entrepreneurs and Small Business Owners ♦ LinkedIn Expert and Educator
Industry Financial Services
Experience
NextGen Wealth   September 2014 - Present
NextGen LinkedIn   January 2014 - Present
Axius Financial  February 2013 - August 2014
The Mutual Fund Store   December 2011 - December 2012
The Mutual Fund Store   January 2007 - November 2011
ICMA-RC  January 2003 - December 2006
Morgan Stanley  May 2001 - December 2002

Skills
Retirement Planning, Mutual Funds, Retirement, Investments, Strategic Financial..., Financial Advisory, Securities, Portfolio Management, Asset Allocation, Wealth Management, Asset Management, Investment Advisory, Risk Management, Investment Strategies, 401k, Finance, IRAs, Financial Planners, Personal Finance, Wealth, Investment Management, Relationship Management, New Business Development, Personal Financial..., Life Insurance, Non-profit Volunteer, Long Term Care Insurance, Disability Insurance, Estate Planning, Financial Planning, Holistic Financial...

Education
Kaplan University   2015 — 2016
CFP Certificate, Certified Financial Planner Study Program

College for Financial Planning   2007 — 2008
Chartered Mutual Fund Counselor, Financial Planning

Missouri State University   1997 — 2001
Bachelor's Degree, Finance, General

Ashley Rosen Ashley Rosen Fort Myers, Florida Area Details
Ashley Rosen's The Mutual Fund Store Experience January 2014 - January 2015
Job Law Enforcement Communications
Industry Government Relations
Experience
Sheriff Office  2015 - Present
The Mutual Fund Store   January 2014 - January 2015
Four Points by Sheraton Pittsburgh North  January 2013 - May 2014
Lincoln Investment Planning, INC.   May 2012 - January 2013

Skills
Client Services, Communication, Political Science, Writing, Customer Interaction, Telecommunications, Debate, Corporate Social..., Social Media, Professional...

Education
Southern New Hampshire University   2014 — 2016
Master's degree, Terrorism and Counterterrorism Operations, Homeland Security

Slippery Rock University of Pennsylvania   2008 — 2012
Bachelor's degree, Political Science

Lindsey Weber Lindsey Weber Clayton, Indiana Details
Lindsey Weber's The Mutual Fund Store Experience February 2010 - Present
Job Client Service Manager at The Mutual Fund Store
Industry Investment Management
Experience
The Mutual Fund Store   February 2010 - Present
Hufford Advisors, LLC   March 2006 - August 2009
Aquatic Renovation Systems dba RenoSys Corporation  August 1999 - March 2006

Skills
Series 65, Retirement Planning, Wealth Management, Asset Allocation, 401k, Mutual Funds, Financial Planning, Portfolio Management, Investment Advisory, Asset Management, Investments, Financial Advisory, Financial Services, Management, Executive Support, Office Administration, Sales Process, Sales Operations, Sales Management, Organization Skills, Scout Leadership, Bookkeeping, Accounting, Retirement

Education
Indiana University-Purdue University at Indianapolis   1998 — 2004
Bachelor of Science (BS), Criminal Justice

Monrovia High School   1994 — 1998
High School Diploma

Christian Conner Christian Conner Ozark, Missouri Details
Christian Conner's The Mutual Fund Store Experience July 2014 - Present
Job Investment Advisor at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store   July 2014 - Present
O'Reilly Auto Parts  June 2013 - July 2014
Duck Creek/Accenture   June 2011 - November 2012
Bolivar School District   February 2009 - September 2010
Rogersville School District   August 2008 - January 2009

Skills
Series 65, Investment Advisory, FINRA, Java, Computer Hardware, Microsoft Office, Computer Repair, Computer Science, C, Computer Maintenance, Mathematics, Discrete Mathematics, Technical Support, Servers

Education
Southwest Baptist University   2010 — 2013
Bachelor of Science (BS), Computer Science

Missouri State University   2008 — 2009
Bachelor of Science (BS), Computer Science

Jody Blair Jody Blair Greater Nashville Area Details
Jody Blair's The Mutual Fund Store Experience January 2008 - January 2009
Job Real Estate Property Manager/Office Manage
Industry Real Estate
Experience
Family Trust Services   2014 - Present
Wellness Financial Advisors   September 2012 - July 2014
Assurance Financial Partners/Estate and Elder Planning Center   April 2009 - September 2012
The Mutual Fund Store   January 2008 - January 2009
Farmers Insurance  January 2008 - November 2008
American General Life and Accident Ins   January 2003 - January 2007

Skills
Insurance, Property & Casualty..., Office Administration, New Business Development, Social Media, Term Life Insurance, Fixed Annuities, IRAs, 401k Rollovers, Elder Care, Customer Service, Leadership, Marketing, Health Insurance, Retirement Planning, Management, Small Business, Long-term Care, Disability Insurance, Estate Planning, Medicare, Analysis, Public Speaking, Employee Benefits, Sales, CRM, Fundraising

Education
Kaplan Career Institute-Nashville   2002 — 2003
Insurance

Newberry High School

The American College

Jennifer Blandi Jennifer Blandi Kansas City, Missouri Area Details
Jennifer Blandi's The Mutual Fund Store Experience July 2012 - June 2015
Job Senior Brand Navigator at Blacktop Creative
Industry Marketing and Advertising
Experience
Blacktop Creative  August 2015 - Present
The Mutual Fund Store   July 2012 - June 2015
Bernstein-Rein Advertising  April 2011 - June 2012
Callahan Creek  June 2008 - April 2011
Team One  August 2005 - June 2008
Doner Advertising  April 2004 - August 2005
The Hennegan Company  September 2001 - January 2004
Team One  June 1992 - September 2001

Skills
Marketing Communications, Brand Development, Integrated Campaign..., Marketing Strategy, Advertising, Digital Marketing, Strategic Communications, Social Media Marketing, Creative Problem Solving, Digital Strategy, Marketing Research, Launching Of New..., Integrated Marketing..., Segmentation, Ethnography, Contract Negotiation, Strategic Planning, Strategic Partnerships, Web Analytics, P&L Management, New Business Development, Collateral Material..., Automotive, Hospitality, Healthcare, Franchisee Management, Consumer Insights, Account Management, B2B, Integrated Marketing, Lead Generation, Brand Management, Online Marketing, Media Planning, Direct Marketing, Customer Insight, Product Launch, Interactive Marketing, Franchising, Direct Mail, Marketing, Email Marketing, Relationship Marketing, Online Advertising, Leadership, Strategy, Creative Direction

Education
University of Kansas
BS, Journalism, Advertising

Hutchinson High School

Richard Ramos, CMFC Vice President - Investments Richard Ramos, CMFC Vice President - Investments Bakersfield, California Area Details
Richard Ramos, CMFC Vice President - Investments's The Mutual Fund Store Experience February 2013 - October 2014
Job Financial Solution Advisor at Merrill Edge
Industry Investment Management
Experience
Merrill Edge  October 2014 - Present
The Mutual Fund Store   February 2013 - October 2014
Morgan Stanley  March 2012 - January 2013
New York Life Insurance Company  October 2008 - December 2011
Independant Life Broker   January 2006 - April 2008

Skills
Wealth Management, Retiremant Planning, College Funding, Insurance Planning, Financial Planners, Wealth Accumulation, Investments, Finance, 401k, Retirement Planning, Strategic Financial..., Hedge Funds, Small Business, Financial Services, Financial Advisory, Portfolio Management, Retirement, Mutual Funds, Financial Planning, Strategic Planning, Customer Service, Life Insurance

Education
Liberty University   2014 — 2018
Bachelor of Science (BS), Accounting and Business/Management

College for Financial Planning   2013 — 2013
CMFC Designation

Tim Dowden Tim Dowden Plano, Texas Details
Tim Dowden's The Mutual Fund Store Experience February 2012 - Present
Job Senior Vice President Investments
Industry Financial Services
Experience
The Mutual Fund Store   February 2012 - Present

Skills
Wealth Management, Portfolio Management, Asset Allocation, Series 63, Series 7, Asset Management, Investment Advisory, Investments, Mutual Funds, Retirement Planning, Securities, IRAs, Retirement, Alternative Investments, Financial Planning, Fixed Annuities, Management, Series 65

Education
Texas State University-San Marcos   1996 — 2000
BS Business Administration

Brian R. Mummau Brian R. Mummau Harrisburg, Pennsylvania Area Details
Brian R. Mummau's The Mutual Fund Store Experience January 2013 - November 2014
Job Owner at Brian R Mummau Carpentry
Industry Construction
Experience
Brian R Mummau Carpentry & Stay at home Dad   December 2014 - Present
Brian R Mummau   April 2000 - Present
The Mutual Fund Store   January 2013 - November 2014
Metlife Securities. Inc.   March 2010 - January 2013
UFinancial  June 2009 - December 2009
BRM Construction   April 1997 - December 2009
United States Marine Corps  November 2001 - November 2009
Ron Kane Heritage Trim   October 1996 - April 1997
Don Updegrave Construction   February 1995 - October 1996
Lionberger Construction   July 1994 - December 1994

Skills
Customer Service, Retirement Planning, Construction, Life Insurance, Investments, Sales, Small Business, Insurance, Microsoft Office, 401k, Financial Analysis, Fixed Annuities, Microsoft Excel, Risk Management, Financial Services, Portfolio Management, Finance, Management

Education
Elizabethtown College   2008 — 2009
Bachelors of Science, Business Administration

Elizabethtown College   2005 — 2008
Associates, Business Administration

Elizabethtown Area High School   1990 — 1994
High School, General

Jason Ainsworth Jason Ainsworth Columbus, Ohio Area Details
Jason Ainsworth's The Mutual Fund Store Experience July 2006 - September 2007
Job Internal Sales Consultant at Meeder Investment Management
Industry Financial Services
Experience
Meeder Investment Management  June 2015 - Present
Self-Employed  June 2013 - May 2015
Tuttle Wealth Management   September 2012 - June 2013
LPL Financial  September 2007 - September 2010
The Mutual Fund Store   July 2006 - September 2007
SCOTTRADE FINANCIAL   October 2001 - July 2006

Skills
Wealth Management, Investments, Portfolio Management, Financial Advisory, Financial Services, ETFs, Strategic Financial..., Sales, Relationship Management, Investment Advisory, Business Development, Management, Marketing, Asset Allocation, Training, Alternative Investments, Investment Strategies, Series 65

Education
Bowling Green State University   1990 — 1994
Bachelor of Arts, Liberal Studies; Communications, English and Sociology

College for Financial Planning

Philip Hatterman Philip Hatterman Kansas City, Missouri Area Details
Philip Hatterman's The Mutual Fund Store Experience November 2002 - July 2010
Job CEO/Agent of Innovation at Corkscrew Agency
Industry Media Production
Experience
Corkscrew Agency   January 2010 - Present
The Mutual Fund Store   November 2002 - July 2010

Skills
Radio, Strategic Communications, Public Relations, Media Relations, Marketing Strategy, Social Media Marketing, Mutual Funds, Marketing Communications, Social Media, Investments, Strategic Planning, Leadership, Direct Marketing, Advertising, Corporate Communications, Business Development, Integrated Marketing, Marketing, Email Marketing, Online Marketing, Online Advertising, Digital Media, Digital Marketing, Strategic Partnerships, Lead Generation, Video Production, Strategy, Direct Mail, Website Development, Entrepreneurship, Newsletters, Small Business, Copywriting, Content Management, Press Releases, Creative Writing

Education
The University of Kansas   1992 — 1997
Master of Arts, Rhetoric and Public Address

University of Nebraska-Lincoln   1987 — 1992
Bachelor of Arts, Communication Studies

Johnathan Jenkins Johnathan Jenkins Kansas City, Missouri Area Details
Johnathan Jenkins's The Mutual Fund Store Experience February 2013 - March 2013
Job Social Media Marketing Manager
Industry Marketing and Advertising
Experience
Apple  August 2015 - Present
All Speed Expo   February 2015 - Present
Marshalls  April 2009 - November 2014
Victorian Trading Co.  April 2014 - June 2014
Ply Gem  June 2013 - December 2013
The Mutual Fund Store   February 2013 - March 2013
Entercom  December 2011 - April 2012

Skills
Digital Marketing, Graphic Design, Online Marketing, Multimedia, Photoshop, Facebook, Radio, Advertising, Public Relations, Integrated Marketing, Social Networking, Editing, Video Editing, SEO, Social Media Marketing, Sales, Brand Development, Product Launch, Google Analytics, Website Updating, Product Marketing, Project Management, Web Content Management, E-Marketing, Creative Strategy, Marketing Strategy, Online Advertising, Time Management, Adobe CS6, Able To Multi-task, Excel, B2B, Group Work, Mobile Technology, Emfluence Email Program, Eventbrite, Data Analysis, IBM Websphere Commerce, Video, Adobe Acrobat, Item Data Management, Email Marketing, Social Media, Marketing, Brand Management, Content Management, Marketing Communications, Photography, Creative Direction, Lead Generation

Education
Keller Graduate School of Management of Devry   2012 — 2013
Masters, Masters of Business Administration, 3.67

DeVry University   2010 — 2012
Bachelor of Science, Multimedia Design and Development, 3.8

Devry University   2009 — 2010
Associates, Graphic Design/Web Graphic Design, 4.0

Cary Lieberman Cary Lieberman Kansas City, Missouri Area Details
Cary Lieberman's The Mutual Fund Store Experience July 2012 - Present
Job Divisional VicePresident at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store   July 2012 - Present
The Mutual Fund Store   September 2008 - July 2012
First Command Financial Services, Inc.   2007 - 2008
Waddell & Reed  March 2005 - December 2007
Quick and Reilly  1993 - 1999
TD Waterhouse  1988 - 1993

Skills
Contract Negotiation, Business Process..., Finance, Corporate Actions, Retail Banking, Mutual Funds, Securities, Investments, Financial Services, Strategic Financial..., Investment Advisory, Financial Advisory, Portfolio Management, Wealth Management, Management, Retirement, Asset Allocation, Relationship Management, FINRA, Retirement Planning

Education
Kent State University   1982 — 1986

Northmont

The Ohio State University

Christine Hughey Christine Hughey Chicago, Illinois Details
Christine Hughey's The Mutual Fund Store Experience May 2012 - December 2012
Job Director, Marketing at OptionsHouse
Industry Marketing and Advertising
Experience
OptionsHouse  March 2015 - Present
Creighton University  August 2014 - February 2015
Creighton University  May 2013 - July 2014
The Mutual Fund Store   May 2012 - December 2012
TD Ameritrade  January 2010 - March 2012
TD Ameritrade  June 2008 - December 2009
TD Ameritrade  December 2005 - May 2008
TD Ameritrade  October 2000 - November 2005

Skills
Digital Marketing, Digital Strategy, Online Marketing, Marketing, SEO, Direct Marketing, Strategic Planning, Financial Services, Email Marketing, Multi-channel Marketing, Omniture, E-commerce, Integrated Marketing, Segmentation, Web Analytics, Online Advertising, Management, Analytics, Interactive Marketing, SEM, Marketing Strategy, Relationship Management, Budgets, Leadership, Customer Acquisition, Google Analytics, Database Marketing, Content Strategy, Strategy, CRM, Lead Generation, Team Leadership, Project Planning, Mobile Marketing, Business Development, Brand Marketing, Conversion Optimization, A/B testing, Creative Strategy, Process Development, Strategic Consulting, Web Content Management, Website Development, Web Project Management, Staff Development, Agency Relations, Budget Management, Acquisition Marketing, Marketing Management, Project Implementation

Education
Bellevue University   2002 — 2004
BS, Business Administration and Management

Jill Oelschlager Jill Oelschlager Royersford, Pennsylvania Details
Jill Oelschlager's The Mutual Fund Store Experience August 2011 - Present
Job Client Services Manager at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store   August 2011 - Present
Under Armour  September 2008 - January 2009
State Farm  November 2006 - December 2007

Skills
Mutual Funds, Financial Services, Customer Service, Training, Management, Finance, Securities, Investments, Portfolio Management, Wealth Management, Strategic Financial..., Insurance, Call Centers, Access, Microsoft Word, Microsoft Excel, Retirement Planning

Education
Montgomery County Community College   2005 — 2016
Associate in Liberal Studies, Business Management/Human Resources

Jennifer Gould Jennifer Gould Kansas City, Missouri Area Details
Jennifer Gould's The Mutual Fund Store Experience August 2015 - Present
Job Marketing Manager at The Mutual Fund Store
Industry Marketing and Advertising
Experience
The Mutual Fund Store   August 2015 - Present
Mindgruve  June 2013 - July 2015
Adconion Direct  December 2011 - May 2013
The Phelps Group  November 2008 - December 2011
Ignited Minds  March 2008 - November 2008
Nicholson Kovac  August 2005 - February 2008
The Phelps Group  1999 - 2005

Skills
Business Strategy, Budgets, Integrated Marketing, Digital Marketing, New Business Development, Strategy, Advertising, Marketing Communications, Online Advertising, Marketing Strategy, Project Management, Social Media, Account Management, Marketing, Management, SEO, Email Marketing, B2B, Digital Media, Interactive Marketing, Public Relations, Facebook, Direct Mail

Education
University of Kansas   1993 — 1997
Bachelor of Arts (BA), Interpersonal and Organizational Communications

Emily (Corbat) Zeiger Emily (Corbat) Zeiger Columbia City, Indiana Details
Emily (Corbat) Zeiger's The Mutual Fund Store Experience April 2012 - September 2013
Job Experienced Banking Professional
Industry Banking
Experience
STAR Financial Bank  August 2015 - Present
Bloomin' Designs   May 2015 - Present
Fort Financial Credit Union  September 2013 - June 2015
The Mutual Fund Store   April 2012 - September 2013
Three Rivers Federal Credit Union  July 2006 - March 2012

Skills
Customer Service, Compliance, Insurance, Auditing, Loans, Coaching, Sales, Leadership, Performance Reviews, Problem Resolution, Cash Handling Experience, Hiring Practices, Banking, Management, Program Development, Credit, Microsoft Excel, Program Management, Investments, Fundraising, Teamwork, Interviews, Finance, Risk Management, Team Building, Mortgage Lending, Consumer Lending, Relationship Management, Underwriting

Education
Indiana Institute of Technology   2008 — 2011
Bachelor of Science (B.S.), Business Administration, Management

Ivy Tech Community College   2006 — 2008
Human Services

Mamy Niang Mamy Niang Suwanee, Georgia Details
Mamy Niang's The Mutual Fund Store Experience May 2013 - Present
Job Vice President Investments at The Mutual Fund Store
Industry Investment Management
Experience
The Mutual Fund Store   May 2013 - Present
Wells Real Estate Funds  September 2012 - May 2013
Merrill Lynch  April 2012 - September 2012
JPMorgan Chase  December 2009 - April 2012

Skills
Sales, Sales Management, Salesforce.com, HR Policies, Customer Service, Customer Satisfaction, Customer Retention, Alternative Investments, Investment Strategies, Mutual Funds, Financial Services, Banking, Finance, Leadership, Series 7

Education
Strayer University (VA)   2011 — 2013
Master of Business Administration (MBA), Human Resources Management

Rutgers, The State University of New Jersey-Newark   2005 — 2009
Bachelor of Science (BS), Finance

Anna Laura McKowen Anna Laura McKowen Baton Rouge, Louisiana Area Details
Anna Laura McKowen's The Mutual Fund Store Experience June 2015 - Present
Job Relationship Building, Excellent Customer Service
Industry Management Consulting
Experience
The Mutual Fund Store   June 2015 - Present
The Shobe Financial Group  March 2014 - August 2014
Self-Employed  April 2013 - March 2014
Thrivent Financial  September 2011 - October 2012
The Rodney Lough Jr. Gallery   December 2010 - August 2011
The Rodney Lough Jr. Gallery   February 2010 - July 2011
The Rodney Lough Jr. Gallery   February 2010 - July 2011
Scena Theatre   2009 - 2009
Bad Hamlet   2009 - 2009
The Catholic University of America  2007 - 2009

Skills
Customer Service, CRM, Photoshop, Photography, Marketing Strategy, Management, Fine Art, Social Media, Social Networking, Training, Event Planning, Social Media Marketing, Performing Arts

Education
The Catholic University of America   2007 — 2009
Bachelor's Degree, Drama, Secondary Education, Psychology

Parkview Baptist High School   2005 — 2007

Bishop Sullivan High School   2003 — 2005

Jena Geier-Viles Jena Geier-Viles Kansas City, Missouri Area Details
Jena Geier-Viles's The Mutual Fund Store Experience June 2015 - Present
Job Sr. Corporate HR Recruiter at The Mutual Fund Store
Industry Staffing and Recruiting
Experience
The Mutual Fund Store   June 2015 - Present
Mary Kay Inc.  March 2012 - Present
Stephen James Associates - a Division of Aerotek   April 2014 - June 2015
Aerotek  March 2012 - April 2014
Consolidated Graphics  January 2011 - March 2012
Consolidated Graphics  December 2007 - January 2011
Business Cards Tomorrow  May 2007 - August 2007

Skills
Recruiting, High-volume Recruiting, College Recruiting, Technical Recruiting, Contract Recruitment, Behavioral Interviewing, Phone Screening, Applicant Tracking..., Onboarding, Customer Service, Management, Campus Relations, Public Relations, Presentation Development, Presentation Skills, Marketing Communications, Event Planning, Advertising, Marketing, Leadership, Training, Office Management, Account Management, Cold Calling, New Business Development, Sales Management, Sales, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Adobe Creative Suite, InDesign, Illustrator, Photoshop, Dreamweaver, QuarkXPress, Project Management, Photography, Offset Printing, Digital Printing, Graphic Design, Sustainability, Direct Mail, Human Resources, Time Management, Team Building

Education
Pittsburg State University   2003 — 2007
Bachelor's of Science in Technology, Graphic Communications

Arizona State University   2003 — 2005
Graphic Communications

Nancy Cowden (Bodo-Vass) Nancy Cowden (Bodo-Vass) Portland, Oregon Area Details
Nancy Cowden (Bodo-Vass)'s The Mutual Fund Store Experience February 2014 - November 2014
Job Office Manager and Senior Administrator at Price Financial Group Wealth Management
Industry Financial Services
Experience
Price Financial Group Wealth Management   November 2014 - Present
Townhomes With a View Condominiums   August 2008 - Present
The Mutual Fund Store   February 2014 - November 2014
Thrivent Financial for Lutherans  March 2010 - April 2013
Thrivent Financial for Lutherans  April 2008 - March 2010
Schwabe, Williamson & Wyatt   April 2007 - April 2008
Multnomah County District Attorney's Office  April 2005 - April 2007
Attorney General's Office  2002 - 2004

Skills
Licensed Life & Health..., Series 7, Series 63, Foster Care, Finance, Retirement Planning, Mutual Funds, Retirement, Strategic Financial..., Fixed Annuities, Investments, Wealth Management, Asset Allocation, Investment Strategies, IRAs, Uniform Combined State..., Financial Analysis, Life Insurance, Securities, Investment Advisory, Estate Planning, Portfolio Management, Insurance, Financial Planners, Financial Planning

Education
Marylhurst University   2014 — 2016
Master of Business Administration (M.B.A.)

Pacific Lutheran University   2000 — 2004
BA, English-Writing

University of the West Indies, St. Augustine Campus   2003 — 2003
Study Abroad, Caribbean Studies

St. Mary's Academy

Larry Martin CFP ® ChFC ® Larry Martin CFP ® ChFC ® Greater Atlanta Area Details
Larry Martin CFP ® ChFC ®'s The Mutual Fund Store Experience July 2013 - September 2015
Job Financial Planning Professional
Industry Financial Services
Experience
The Mutual Fund Store   July 2013 - September 2015
E*TRADE Financial  July 2012 - July 2013
JJRM Wealth Strategies, LLC   June 2010 - July 2012
Fidelity Investments  September 2003 - May 2010
Fidelity Investments Institutional Services  September 1999 - September 2003
Fidelity Investments  June 1998 - September 1999
Fidelity Investments  April 1996 - May 1998

Skills
Financial Planning, Retirement, Asset Allocation, Series 7, Mutual Funds, Investments, Series 63, Retirement Planning, Investment Management, Fixed Annuities, Securities, Wealth Management, Life Insurance, Financial Advisory, Disability Insurance, Holistic Financial...

Education
The American College   2005 — 2009
ChFC

Florida State University   2007 — 2008
CFP

Plymouth State University   1990 — 1994
BS, Exercise Science

Michelle Alonso Michelle Alonso Fort Lauderdale, Florida Details
Michelle Alonso's The Mutual Fund Store Experience February 2015 - Present
Job Client Service Manager at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store   February 2015 - Present
Best Coffee Service, Corp.   January 2015 - Present
SHARP ADVISORS   June 2012 - November 2014
Lakeside Executive Suites Weston   June 2011 - May 2012

Skills
Social Media Marketing, Microsoft Word, Microsoft Excel, Microsoft Publisher, Adobe Photodeluxe, Facebook Marketing, Twitter Marketing, Time & Attendance, Reliability, Creativity Skills, Creative Writing, Customer Service, Team Leadership, Great Personality, Bilingual Communications, Office Administration, Team Motivation, Social Psychology, Financial Services, Open-mindedness, Easily Adaptable, Organizational..., Project Management, Newsletters, Event Planning, Sales, Social Media, Time Management, Data Entry, Public Relations, Strategic Communications, Marketing

Education
University of North Carolina at Charlotte   2011 — 2015
Bachelor of Arts (B.A.), Psychology, Childrens Literature & Childhood Studies

Broward Community College   2009 — 2011
Associate of Arts (A.A.), Elementary Education and Teaching

Amber Hatfield Amber Hatfield Fairfax, Virginia Details
Amber Hatfield's The Mutual Fund Store Experience May 2007 - January 2011
Job Government Insuring Specialist at McLean Mortgage Corporation
Industry Financial Services
Experience
McLean Mortgage Corporation  April 2015 - Present
McLean Mortgage Corporation  September 2012 - April 2015
Fidelity Investments  November 2011 - August 2012
Fidelity Investments  January 2011 - November 2011
The Mutual Fund Store   May 2007 - January 2011
Charlson & Wilson Bonded Abstractors   August 2005 - May 2007

Skills
Credit, Loans, Financial Services, Customer Service, Mutual Funds, Wealth Management, Financial Advisory, Series 7, Residential Mortgages, Retirement Planning, Mortgage Lending, Banking, Investments, Financial Analysis, Loan Origination

Education
Kansas State University   2002 — 2007
Family Studies and Human Services, Financial Planning

Zach Fletcher Zach Fletcher Greater Philadelphia Area Details
Zach Fletcher's The Mutual Fund Store Experience October 2014 - Present
Job Vice President Investments
Industry Financial Services
Experience
The Mutual Fund Store   October 2014 - Present
Hartford Funds  November 2013 - October 2014
SEI  January 2013 - November 2013
SEI Investments  March 2011 - December 2012
SEI Investments  August 2010 - March 2011
SEI Investments  November 2009 - August 2010
SEI Investments  May 2008 - November 2009

Education
Saint Joseph's University - Erivan K. Haub School of Business   2012 — 2014
Master of Business Administration (M.B.A.)

Millersville University of Pennsylvania   2004 — 2008
B.S., Finance

Amy Kendall Amy Kendall Greater Seattle Area Details
Amy Kendall's The Mutual Fund Store Experience December 2007 - March 2009
Job Senior Underwriter at WSECU
Industry Financial Services
Experience
WSECU  October 2011 - Present
Golden Empire Mortgage  January 2011 - October 2011
Washington State Employees Credit Union  October 2010 - December 2010
National City Mortgage  March 2009 - October 2009
The Mutual Fund Store   December 2007 - March 2009
National City Mortgage  August 2005 - October 2007
BNC Mortgage  July 2002 - July 2005
Wells Fargo Home Mortgage  September 2001 - July 2002
Aames Home Loan  October 1999 - September 2001

Skills
Underwriting, Mortgage Lending, Loans, Credit, Mortgage, Mortgage Banking, Home Equity Loans, Training, Customer Service, Risk Management, Loan Origination, Management, Financial Risk, Consumer Lending, Sales, Credit Analysis, Banking, Refinance, Mortgage Underwriting, Credit Risk, Loss Mitigation, Residential Mortgages

Education
Tacoma Community College   2010 — 2010
AAS, Accounting

Pierce College
Coursework, Accounting and Business Management

Adam Hostetter Adam Hostetter Overland Park, Kansas Details
Adam Hostetter's The Mutual Fund Store Experience September 2012 - Present
Job Vice President & Chief Technology Officer at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store   September 2012 - Present
TD Ameritrade  June 2009 - September 2012
Investools  February 2007 - June 2009
Investools  December 2004 - February 2007

Skills
Technical Analysis, Options, Analytics, Investments, Portfolio Management, Fundamental Analysis, Strategic Financial..., Financial Analysis, Financial Markets, Stocks, Trading, Training, Product Development, Leadership, Captivate, Business Strategy, Asset Allocation, Mutual Funds, Risk Management, Securities, Analysis, Series 7, Wealth Management, Business Development, Management, Equities, Investment Strategies, Coaching, Team Leadership, Process Improvement, E-Learning, Cross-functional Team..., Finance, Strategic Planning, Technology Management, Web Applications, Digital Marketing, Social Media, Microsoft CRM, Strategy, Retirement, 401k, CRM, Financial Services, Personal Finance, Retirement Planning

Education
University of Iowa   2008 — 2009
Creative Writing

Brigham Young University - Idaho   1998 — 2004
Bachelor of Arts, English Education

Eric Peterson, CFP® Eric Peterson, CFP® Portland, Oregon Area Details
Eric Peterson, CFP®'s The Mutual Fund Store Experience July 2007 - Present
Job Senior Vice PresidentInvestments at The Mutual Fund Store®
Industry Financial Services
Experience
The Mutual Fund Store®  July 2007 - Present
Wealth Strategies Northwest   January 2004 - July 2007

Skills
Investment Advisory, Asset Allocation, Mutual Funds, Retirement Planning, Investments, Portfolio Management, Financial Advisory, Asset Management, Wealth Management, 401k, IRAs, Financial Services, Risk Management, Pensions, Investment Management, Series 6, FINRA

Education
Brigham Young University   1976 — 1979
Bachelor of Arts

Kelli Bamforth Kelli Bamforth Kansas City, Missouri Area Details
Kelli Bamforth's The Mutual Fund Store Experience June 2013 - May 2015
Job Marketing + Communications Professional with a Lifelong Passion for the Written Word
Industry Public Relations and Communications
Experience
Self-Employed  June 2015 - Present
The Mutual Fund Store   June 2013 - May 2015
Kansas City Quality Improvement Consortium   October 2012 - June 2013
Kansas City Regional Association of REALTORS®  March 2009 - October 2012
Sun Publications  December 2007 - October 2008
The Wyandotte West/Piper Press   May 2007 - December 2007

Skills
Content Creation, Ghostwriting, Copy Editing, Social Media, Project Management, Managing Volunteers, Marketing Communications, Email Marketing, InDesign, Photoshop, QuarkXPress, Photography, News Writing, Feature Articles, Volunteer Management, Content Strategy, Editing, Newsletters, Publications, AP Style, Public Relations, Creative Direction, Social Media Marketing, Editorial, Newspapers, SEO Copywriting

Education
Park University
BA, Communication Arts - Journalism

Mark Wierson Mark Wierson Des Moines, Iowa Area Details
Mark Wierson's The Mutual Fund Store Experience July 2013 - Present
Job Vice President Investments at The Mutual Fund Store
Industry Investment Management
Experience
The Mutual Fund Store   July 2013 - Present
New York Life Insurance Company  June 2012 - July 2013
BTC Capital Management   August 2001 - August 2011
National Travelers Life Company   June 1986 - July 2001
Principal Financial Group  June 1978 - June 1986

Skills
Investments, Portfolio Management, Asset Allocation, Financial Services, Securities, Mutual Funds, Retirement Planning, Fixed Income, Equities, Bloomberg, Accounting, Management, Bonds, Sales, Strategy, Morningstar, Economics, Real Estate, Pensions

Education
Simpson College   1976 — 1978
Bachelor Of Arts, Accounting and Business Administration; Finance

Chris Athey Chris Athey Kansas City, Missouri Area Details
Chris Athey's The Mutual Fund Store Experience January 2014 - Present
Job Senior Vice President Investments at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store   January 2014 - Present
The Mutual Fund Store   November 2011 - December 2013
The Mutual Fund Store   February 2011 - October 2011
The Mutual Fund Store   May 2010 - January 2011
The Mutual Fund Store   March 2008 - April 2010

Skills
Management, Marketing Strategy, Leadership, Investments, Team Building, Analysis, Finance, Customer Service, Portfolio Management, Risk Management, Strategic Planning, Financial Analysis, Marketing, Process Improvement, Microsoft Excel, Teamwork, Wealth Management, Asset Allocation, Mutual Funds, Retirement Planning, Financial Services

Education
Auburn University at Montgomery   1997 — 2001
BS, Business Management

Indiana Bible College   2001 — 2002
BA, Theology

Paul Odioso Paul Odioso Cincinnati Area Details
Paul Odioso's The Mutual Fund Store Experience 2004 - 2006
Job Central Committeeman at Clermont County Republican Party
Industry Financial Services
Experience
Clermont County Republican Party   May 2010 - Present
Schaeffer's Investment Research  October 2006 - October 2011
The Mutual Fund Store   2004 - 2006
Fidelity Investments  1987 - 1991

Skills
Investments, Mutual Funds, Finance, Bonds, French, Macroeconomics, Options, Financial Markets, Portfolio Management, Investment Advisory, Asset Managment, Strategic Financial..., Wealth Management, Forecasting, Financial Analysis, Hedge Funds, Fixed Income, Analysis, Investment Strategies, Equities, Asset Allocation, Training, Asset Management, Trading, Financial Modeling, Management, Economics, Derivatives, Investment Management, Bloomberg, Government, Campaigns, Non-profit Volunteer

Education
Xavier University   1987 — 1990
M.B.A., Finance

Miami University   1980 — 1982
B.S.B.A., Finance

College of the Holy Cross   1978 — 1980
Economics/Accounting

St. Xavier High School   1974 — 1978
College Prep

St. Antoninus   1969 — 1974

Spencer D. Crow, AAMS®, CFS® Spencer D. Crow, AAMS®, CFS® San Antonio, Texas Area Details
Spencer D. Crow, AAMS®, CFS®'s The Mutual Fund Store Experience January 2012 - Present
Job Senior Vice President Investments | FeeOnly Registered Investment Advisor at The Mutual Fund Store® San Antonio
Industry Investment Management
Experience
The Mutual Fund Store   January 2012 - Present
Mutual of Omaha  August 2011 - January 2012
Edward Jones  July 2010 - August 2011
Apex Software  April 2007 - June 2010
Williams, Crow, Mask, LLP   September 2006 - April 2007
KeyAd   March 2006 - September 2006

Skills
Mutual Funds, Asset Allocation, Investments, Investment Strategies, Retirement, Investment Advisory, Financial Advisory, Financial Services, Investment Management, Asset Management, Finance, Estate Planning, Portfolio Management, Wealth Management, 401k, Retirement Planning, Fixed Annuities, IRAs, Insurance, Risk Management, Wealth, Bonds, ETFs, IRA's, Annuities, Modern Portfolio Theory, Equities, Life Insurance, Long-term Care, Relationship Management, Series 7, Strategic Financial..., Securities, Wealth Accumulation, High Net Worth..., Personal Finance, FINRA, Disability Insurance, Fixed Income, Employee Benefits, Long Term Care Insurance, 401k Rollovers, Term Life Insurance, Roth IRA, Uniform Combined State..., Personal Financial..., Social Security, Education Funding, Financial Planning

Education
College for Financial Planning   2013 — 2016
Master's Degree, Personal Financial Planning

Institute of Business & Finance   2011 — 2012
CFS® - Certified Fund Specialist®, Financial Planning and Services

College for Financial Planning   2010 — 2010
AAMS® - Accredited Asset Management Specialist, Financial Planning and Services

Texas State University-San Marcos   1999 — 2006
Bachelor of Arts (B.A.), Mass Communications, Business Management

Tom C. Clark High School   1992 — 1996
High School

Chris Albonetti, AIF Chris Albonetti, AIF Greater Memphis Area Details
Chris Albonetti, AIF's The Mutual Fund Store Experience September 2015 - Present
Job Vice President Investments at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store   September 2015 - Present
Radian Partners   April 2013 - September 2015
Hunter Fan Company  August 2012 - March 2013
Carty and Company   June 2011 - August 2012
FEDEX CORPORATION  January 2007 - August 2011
St. Jude Children's Research Hospital   January 2007 - September 2008
The Home Depot  April 2006 - December 2006
Georgia-Pacific  January 2003 - April 2006
MPACT Memphis   2001 - 2005
INTERNATIONAL PAPER CORPORATION  March 2001 - January 2003

Skills
Supply Chain

Education
Christian Brothers University   1992 — 1995
Bachelor of Science, Operations Management

Indiana University Bloomington   1990 — 1992
Business

Jeffrey Whitmer Jeffrey Whitmer Fort Wayne, Indiana Area Details
Jeffrey Whitmer's The Mutual Fund Store Experience December 2002 - Present
Job Senior Vice President Investments at The Mutual Fund Store
Industry Investment Management
Experience
The Mutual Fund Store   December 2002 - Present

Skills
Asset Allocation, Investment Advisory, Retirement Planning, Mutual Funds, Asset Management, Wealth Management

Education
Indiana University—Purdue University Fort Wayne   1990 — 1995
Bachelor of Science (B.S.), Mathematics

Paul Herdtner Paul Herdtner Kansas City, Missouri Area Details
Paul Herdtner's The Mutual Fund Store Experience September 2009 - June 2012
Job Communications Manager at Adknowledge
Industry Marketing and Advertising
Experience
Adknowledge  November 2012 - Present
Consultant  July 2012 - November 2012
The Mutual Fund Store   September 2009 - June 2012
WDAF-TV  October 2006 - August 2009
WJBK-TV  February 2003 - October 2006
WHIO-TV  October 1996 - August 2002
WJBF-TV  December 1994 - September 1996
WEVU-TV  1994 - 1994

Skills
Content Marketing, Broadcast Journalism, Media Relations, Radio, Public Relations, Television, Corporate Communications, Journalism, Creative Writing, Broadcast, Storytelling, Public Speaking, Radio Broadcasting, Strategic Communications, News Writing, On-camera Talent, Video Production, Conducting Interviews, Video Editing, Marketing Strategy, Marketing Communications, Media Interviews, Interviews, Feature Articles, Digital Media, Videography, Web Video, Personal Finance, Copywriting, Web Content, Press Releases, Investigative Reporting, Feature Writing, Team Management, Foreign Languages, Critical Thinking, AP Style, Internal Communications, Speaking Engagements, Interview Coaching, Geography, Chinese culture, Stock Market, Social Media Marketing, Social Media, Blogging, Editing, Digital Marketing, Integrated Marketing, Newsletters

Education
S.I. Newhouse School of Public Communications at Syracuse University
Bachelor of Science (B.S.), Broadcast Journalism

Mallory Dinis Mallory Dinis Pleasanton, California Details
Mallory Dinis's The Mutual Fund Store Experience September 2011 - Present
Job Vice President Investments at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store   September 2011 - Present
First Investors Corporation  June 2010 - July 2011

Skills
Strategic Financial..., Time Management, Training, Customer Service, Sales, CRM, Retirement Planning, Manage Client..., Client Retention..., Retirement Income..., Compliance Monitoring, Asset Allocation, Mutual Funds, Team Leadership

Education
California Polytechnic State University-San Luis Obispo   2006 — 2010
Bachelor’s Degree, Business Administration and Management, General

Jeanna Drechsler Jeanna Drechsler Greater New York City Area Details
Jeanna Drechsler's The Mutual Fund Store Experience August 2010 - August 2011
Job Director of PR & Corporate Management
Industry Executive Office
Experience
Uncle Jack's Steakhouse  October 2014 - Present
CODE Electric / CODE Green   January 2013 - September 2014
PIC Corporation   April 2012 - December 2012
New Jersey Restaurant Association  August 2011 - March 2012
The Mutual Fund Store   August 2010 - August 2011
Northwestern Mutual  March 2010 - July 2010
Dan Mertz Inc.   December 2000 - January 2010

Skills
Access, Finance, Marketing, Sales, Mutual Funds, Investments, Asset Allocation, Public Speaking, Leadership, Event Planning, Social Media, Sales Management, Advertising, Public Relations, Event Management, Online Marketing, Social Media Marketing, Account Management, New Business Development, Team Building, Microsoft Word, Marketing Strategy, Customer Service, Training, Insurance, Microsoft Office, Management, Strategic Planning, Social Networking, PowerPoint, Time Management, Marketing Communications, Microsoft Excel

Education
Rutgers University – Camden   2006 — 2010
Bachelor of Arts, Economics

Bernard Hamblin III Bernard Hamblin III Blue Springs, Missouri Details
Bernard Hamblin III's The Mutual Fund Store Experience February 2007 - February 2008
Job at
Industry Investment Management
Experience
American Century Investments  June 2015 - Present
American Century Investments  June 2014 - 2015
American Century Investments  October 2012 - June 2014
American Century Investments  July 2010 - October 2012
G4S  November 2009 - July 2010
New England Financial  April 2009 - November 2009
MetLife  February 2008 - March 2009
The Mutual Fund Store   February 2007 - February 2008
American Century Investments  September 2006 - January 2007
American Century Investments  June 2004 - September 2006

Skills
Call Centers, Strategic Planning, Leadership, Business Analysis, Customer Service, Quality Assurance, Quality Management, Business Process..., Content Writing, Training, Editing, Process Improvement, Customer Experience, Management, Public Speaking, Event Planning, Financial Services, Investments, Mutual Funds, Team Building, Project Management

Education
Full Sail University   2012 — 2013
Master of Fine Arts (M.F.A.), Creative Writing, 3.29 GPA

Baker University   2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General, 3.93 GPA

University of Missouri-Kansas City   1998 — 2002
Bachelor of Arts (B.A.), History, "with Distinction" 3.84 GPA

Matthew Personette Matthew Personette Greater Chicago Area Details
Matthew Personette's The Mutual Fund Store Experience March 2015 - Present
Job Senior Investment Executive at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store   March 2015 - Present
National Securities  January 2014 - March 2015
Morgan Stanley  May 2012 - December 2013
Prudential Real Estate  April 2003 - April 2012
Kenneth Young Center  August 1999 - March 2003
Northern Illinois University  August 1998 - August 1999

Education
Northern Illinois University   1997 — 1999
BA, Communications

Kishwaukee College   1994 — 1997
Associate's Degree

Erica Hodge Erica Hodge Louisville, Kentucky Details
Erica Hodge's The Mutual Fund Store Experience July 2012 - August 2013
Job Patient Access Manager with Conifer Health Solutions
Industry Hospital & Health Care
Experience
Conifer Health Solutions  June 2015 - Present
Strategic Wealth Designers  December 2013 - April 2015
The Mutual Fund Store   July 2012 - August 2013
ADP  2007 - 2009
Jefferson National  2003 - 2007

Skills
Securities, Insurance, Process Improvement, Strategic Planning, Customer Service, Mutual Funds, Microsoft Excel, 401k, Microsoft Office, Retirement, Wealth Management, Investment Advisory, Public Speaking, Investments, Financial Services, CRM, IRAs, Variable Annuities, Client Services, Email Marketing, Training, Analysis

Education
Indiana University-Southeast   2005 — 2007
Bachelor of Business Administration (BBA) - In Progress, Business Administration and Management, General

New Albany High School   1999 — 2002

Sam Mazzola Sam Mazzola Rochester, New York Area Details
Sam Mazzola's The Mutual Fund Store Experience December 2011 - Present
Job Senior Vice President Investments at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store   December 2011 - Present
The Mutual Fund Store   December 2011 - Present
Merrill Lynch  January 2010 - December 2011
Paychex  June 2009 - February 2010
Allstate Insurance  May 1996 - September 2008
AT&T  January 1993 - January 1996
AT&T  January 1981 - January 1993

Skills
Wealth Management, Retirement Planning, Investments, 401k, Investment Strategies, Mutual Funds, IRAs, Financial Advisory, Retirement, Asset Allocation, Strategic Financial..., Investment Advisory, Leadership, Estate Planning, Insurance, Securities, Finance, Financial Services, Financial Planners, Fixed Annuities, Alternative Investments, Series 7, Series 63, Series 65, Financial Planning

Education
Monroe Community College   1979 — 1981
Associates, Accounting

Thomas Edison College
B.A, Business Administration

Greg Ricks Greg Ricks York, Pennsylvania Area Details
Greg Ricks's The Mutual Fund Store Experience March 2015 - Present
Job My comeback is greater than my setback!
Industry Consumer Services
Experience
The Mutual Fund Store   March 2015 - Present
The Mutual Fund Store   March 2015 - Present

Skills
Microsoft Office, Microsoft Excel, Sales, Management, Customer Service, Microsoft Word, Leadership, Outlook

Education
Kaplan University-Davenport Campus   2009 — 2011
Associate of Science (A.S.), Criminal Justice

Brian Dunmire Brian Dunmire United States Details
Brian Dunmire's The Mutual Fund Store Experience June 2012 - Present
Job Client Account Services Rep at The Mutual Fund Store
Industry
Experience
The Mutual Fund Store   June 2012 - Present
Boston Financial Data Services  June 2010 - June 2012

Education
The University of Kansas   2007 — 2011
Bachelor's degree, Finance, General

Jennifer Vanderpool Jennifer Vanderpool Fort Wayne, Indiana Details
Jennifer Vanderpool's The Mutual Fund Store Experience February 2011 - January 2012
Job Development Manager at Junior Achievement of Northern Indiana
Industry Nonprofit Organization Management
Experience
Junior Achievement of Northern Indiana  September 2014 - Present
Junior Achievement of Northern Indiana  February 2012 - August 2014
The Mutual Fund Store   February 2011 - January 2012
Vera Bradley - Temporary   May 2010 - December 2010
Northeast Indiana Public Radio  December 2007 - April 2010
LaBov  2003 - 2004

Skills
Marketing, Relationship Management, Volunteer Training, Strategic Communications, Social Media Marketing, Strategic Planning, Social Media, Non-profit Volunteer, Public Speaking, Time Management, Volunteer Management

Education
Ivy Tech Community College

Lauren Fine Lauren Fine Chesterfield, Missouri Details
Lauren Fine's The Mutual Fund Store Experience April 2014 - Present
Job Client Services Manager at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store   April 2014 - Present
The Mutual Fund Store   August 2009 - March 2014
RE/MAX Midwest Group   September 2004 - May 2005
FitzGerald and FitzGerald, P.C.   January 2003 - June 2004

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Data Entry, Invoicing, Outlook, Insurance, Time Management, Call Centers, Process Improvement

Education
Missouri College   2002 — 2002
Diploma, Computer Administrative Assistant, 4.0

Saint Louis Community College-Meramec
n/a, General Courses

Kateland McMahon Kateland McMahon Indianapolis, Indiana Area Details
Kateland McMahon's The Mutual Fund Store Experience June 2009 - June 2010
Job Service Consultant
Industry Investment Management
Experience
Capital Group  October 2014 - Present
Star Furniture  February 2013 - July 2013
Purdue University  August 2008 - May 2013
Dryer & Reinbold, Race Team   June 2011 - August 2011
The Mutual Fund Store   June 2009 - June 2010

Skills
Confident and effective..., Strong project..., Excellent problem..., Thrive in a fast past &..., Ability to create..., Understanding of..., Even..., Marketing Communications, Higher Education

Education
Purdue University   2008 — 2013
Bachelor of Science (BS), Sociology

Stacie Davis Stacie Davis Columbus, Ohio Area Details
Stacie Davis's The Mutual Fund Store Experience July 2007 - Present
Job Client Service Manager at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store   July 2007 - Present
Ohio State University Veterinary Hospital   March 1992 - April 2001

Skills
Laboratory, Microbiology, Chemistry, Laboratory Medicine, Hematology, Medicine, Administrative..., Outlook, Customer Service, Microsoft Excel, Data Entry, Microsoft Word, Microsoft Office, Insurance, Invoicing, Time Management, Management, Financial Services, Mutual Funds, Retirement Planning, Securities, Leadership, Portfolio Management, Financial Planning

Education
Columbus State   1990 — 1992
Associate's Degree, Veterinary Sciences/Veterinary Clinical Sciences, General

The Ohio State University   1987 — 1989
Allied Health and Medical Assisting Services

Jeff Cram Jeff Cram Kansas City, Missouri Area Details
Jeff Cram's The Mutual Fund Store Experience October 2011 - Present
Job Senior Vice PresidentInvestments
Industry Financial Services
Experience
The Mutual Fund Store   October 2011 - Present
Supply Technologies  May 2009 - September 2011
Merrill Lynch  June 2001 - May 2009
Lucent Technologies  May 2000 - May 2001
PVI  April 1999 - April 2000
Gateway Computer  July 1997 - April 1999
Country Home Products  January 1996 - June 1997
US Navy  July 1987 - July 1991

Skills
Executive Sales, International Revenue..., Bilingual-Spanish, Sales, Customer Service, Leadership, Strategy, Series 63, Business Development, Mutual Funds, New Business Development, Revenue, Asset Allocation, Accounting, Wealth Management, Recruiting, Start-ups, Series 7, Retirement Planning, Microsoft Office, PowerPoint, Team Building, Finance, Microsoft Excel, Forecasting, Investment Advisory, Investments, Retirement

Education
Kent State University   1991 — 1995
Bachelor of Science, Biology

Ayre Williamson-Shilling Ayre Williamson-Shilling Vancouver, Washington Details
Ayre Williamson-Shilling's The Mutual Fund Store Experience August 2012 - Present
Job Client Service Manager
Industry Financial Services
Experience
The Mutual Fund Store   August 2012 - Present
LaCamas Swim and Sport   December 2007 - February 2012
Wells Fargo Bank  January 2000 - January 2008
Meier & Frank  July 1994 - December 1999

Skills
Customer Relations, Business Strategy, Hiring, Budgeting, Customer Service, Billing, Fitness, Culinary, Culinary Skills, Budgets, Team Building, Invoicing, Microsoft Excel, Microsoft Office, Sales Management, Sales, Forecasting, Leadership, Inventory Management, Management, Training, Purchasing, Account Management, Coaching, Call Centers, Relationship Management

Education
Trendimi   2015 — 2015
Cerificate, Event Planner, 4.0

Le Cordon Bleu College of Culinary Arts-Portland   1988 — 1989
Associate’s Degree, Culinary Arts, 3.85

Oregon State University   1986 — 1988
Hotel Resturant Managment

Crater High School   1984 — 1986

Continuing Education Courses

Lisa Vorce Lisa Vorce Greater St. Louis Area Details
Lisa Vorce's The Mutual Fund Store Experience October 2013 - Present
Job Client Service Manager
Industry Financial Services
Experience
The Mutual Fund Store   October 2013 - Present
Senepol Cattle Breeders Association   June 2012 - October 2013
Senepol Cattle Breeders Association   June 2006 - October 2012

Skills
Customer Service, Spanish, Outlook, Public Speaking, Microsoft Excel, Executive Office..., Event Planning, Non-profits, Microsoft Office, Fundraising, Microsoft Word, Office Management, PowerPoint, Research, Social Media, Volunteer Management, Personal Support, Negotiation, Strategic Planning, Non-profit Environments, Cross-sector..., Calendar Planning, Google Calendar, Administrative..., Personify, Event Management, Series 65, Government

Education
Northwestern Michigan College   1992 — 1995
Associate of Science (A.S.), Drafting and Design Engineering

Juliana Sargent Juliana Sargent Kansas City, Missouri Area Details
Juliana Sargent's The Mutual Fund Store Experience November 2014 - Present
Job Executive Assistant at Accenture
Industry Management Consulting
Experience
Hussmann Services Corp.   June 2015 - Present
The Mutual Fund Store   November 2014 - Present
Accenture  May 2008 - October 2014
Saint Luke's Health System  May 2006 - May 2008
Quest Diagnostics  November 2003 - February 2006
Sega Inc.  September 2000 - October 2003

Skills
Microsoft Office, Research, Medical Transcription, Medical Terminology, Microsoft Excel, Microsoft Word, PowerPoint, Administrative...

Education
MidAmerica Nazarene University
Bachelor of Arts (B.A.), Management & Human Relations

Eric Shoenfeld Eric Shoenfeld Richmond, Virginia Area Details
Eric Shoenfeld's The Mutual Fund Store Experience April 2005 - Present
Job Senior Vice President Investments at The Mutual Fund Store® Richmond
Industry Financial Services
Experience
The Mutual Fund Store   April 2005 - Present
Wells Fargo  2000 - 2005

Skills
Investments, Asset Allocation, Investment Advisory, Mutual Funds, Retirement Planning, Qualified Retirement..., Planning Advice, Investment Management, Financial Advisory, Series 65, IRAs, Financial Services, 401k, 401k Rollovers, Securities, ETFs, Bonds, Separately Managed..., Roth IRA, Portfolio Management, Equities, Finance, Personal Finance, Personal Financial..., Wealth Accumulation, Asset Management, Wealth, Risk Management, Fixed Income, Trading, Modern Portfolio Theory

Education
Hampden-Sydney College   1995 — 1999
B.A., Political Science, English

Patrick Henry High School   1992 — 1995

Dean Hessler CFP® , MBA Dean Hessler CFP® , MBA Madison, Wisconsin Area Details
Dean Hessler CFP® , MBA's The Mutual Fund Store Experience August 2009 - Present
Job Guide to comfortable retirement, Educator, Listener, Idea generator
Industry Financial Services
Experience
The Mutual Fund Store   August 2009 - Present
Habitat for Humanity Sauk-Columbia Area, Inc   2008 - July 2015
Amcore Bank  2007 - 2009
U. S. Peace Corps   September 1985 - December 1987

Skills
Asset Allocation, 401k, Wealth Management, Retirement Planning, Financial Advisory, Investment Advisory, Portfolio Management, Portfolios, Financial Management, Mutual Funds, Investments, Retirement, Investment Strategies, IRA's, High Net Worth..., Roth IRA, 401k Rollovers, Retirement Income..., Financial Planning, Finance

Education
Iowa State University - College of Business   1995 — 1998
MBA

University of Wisconsin-Madison   1979 — 1985
BS Agriculture

Dominic Anzevino Dominic Anzevino Brunswick, Ohio Details
Dominic Anzevino's The Mutual Fund Store Experience November 2012 - Present
Job Vice President Investments at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store   November 2012 - Present
D. Joseph Financial Group   April 2007 - November 2012

Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, Investments, Retirement, Strategic Financial..., Portfolio Management, Investment Strategies, Series 66, Insurance, 401k, Financial Advisory, Asset Management, Alternative Investments, Series 63, Securities, Estate Planning, Options, Financial Markets, Investment Management, Finance, Wealth, IRAs, Fixed Annuities, Risk Management, Series 6, Personal Finance, Long Term Care Insurance, Life Insurance, Equities, Uniform Combined State..., Financial Planning

Education
Nova Southeastern University   2000 — 2004
Doctor of Education (Ed.D.) - All but Dissertation, Organizational Leadership

University of Phoenix   1998 — 2000
Master of Arts (M.A.), Educational Administration

Muskingum College   1991 — 1993
Bachelor of Arts (B.A.), Business Administration and Management, General

Marshall University   1988 — 1991

Erik Johnson, CMFC® Erik Johnson, CMFC® Greater Chicago Area Details
Erik Johnson, CMFC®'s The Mutual Fund Store Experience October 2011 - Present
Job Senior Investment Advisor at The Mutual Fund StoreOrland Park, IL
Industry Financial Services
Experience
The Mutual Fund Store   October 2011 - Present

Skills
Retirement Planning, Asset Allocation, Estate Planning, Financial Advisory, Financial Goals, Saving for Education, Income Tax, Financial Education, Series 7, Strategic Financial..., Investments, Mutual Funds, Uniform Combined State..., Insurance, Finance, Wealth Management, Financial Services, Investment Advisory, Retirement, Securities, 401k, Investment Strategies, Banking, Financial Planning

Education
College for Financial Planning   2012 — 2012
Chartered Mutual Fund Counselor

Loyola University Chicago   1989 — 1993
BA, Political Science

Kyle Rioboli Kyle Rioboli Norristown, Pennsylvania Details
Kyle Rioboli's The Mutual Fund Store Experience May 2014 - August 2014
Job Associate Financial Analyst at Coventry
Industry Higher Education
Experience
Coventry  June 2015 - Present
West Norriton Autowash and Detail Center   January 2009 - January 2015
The Mutual Fund Store   May 2014 - August 2014

Skills
Oral & Written..., Dependable Team Player, Customer Satisfaction, Customer Retention, People-oriented, Leadership, Teamwork, Social Media, Finance, Mutual Funds, Data Analysis, Communication

Education
University of Pittsburgh   2011 — 2015
Bachelor’s Degree, Finance and Business Information Systems, 3.6

Bond University   2013 — 2013
TEAN Study Abroad Program

Robert Fenno Robert Fenno Spring, Texas Details
Robert Fenno's The Mutual Fund Store Experience July 2013 - Present
Job Vice President Investments at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store   July 2013 - Present
TD Ameritrade  March 2007 - July 2013
AXA Equitable  May 2005 - February 2007

Skills
Series 7, Wealth Management, Investments, Mutual Funds, Series 63, Portfolio Management, Investment Management, Asset Allocation, Investment Advisory, Investment Strategies, Retirement Planning, ETFs, Retirement, 401k, Alternative Investments, FINRA, Financial Advisory, IRAs, Securities, Series 24, Series 65, Uniform Combined State..., Wealth Management..., Asset Management, Financial Planning, Financial Services

Education
Sam Houston State University   2002 — 2004
Bachelor of Business Administration (B.B.A.)

Kathy Harder Kathy Harder Greater St. Louis Area Details
Kathy Harder's The Mutual Fund Store Experience 2014 - Present
Job Vice President Investments at The Mutual Fund Store
Industry Investment Management
Experience
The Mutual Fund Store   2014 - Present
The Mutual Fund Store   2005 - 2014

Skills
Investment Advisory..., Retirement Planning, Financial Services, Asset Allocation, Relationship Management, Mutual Funds, Investment Management, IRAs, 401k Rollovers, Trading, Notary Public

Education
University of Missouri-Columbia
Bachelor of Arts (B.A.)

College for Financial Planning
Chartered Mutual Fund Counselor

Bob Kernan Bob Kernan Overland Park, Kansas Details
Bob Kernan's The Mutual Fund Store Experience October 2012 - Present
Job Director, Project Management at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store   October 2012 - Present
TD Ameritrade/Investools   January 2011 - September 2012
TD Ameritrade/Investools   March 2010 - January 2011
Investools  May 2006 - March 2010
Investools  March 2005 - May 2006
American Trans Air  May 1992 - September 2004

Skills
Analytics, Instructional Design, Executive Management, Public Speaking, Program Management, Strategic Planning, Product Management, Investments, Technical Analysis, Options, Series 7, Trading, Project Management, Management, Cross-functional Team..., Series 63, New Business Development, Financial Modeling, Coaching, Mutual Funds, Financial Markets, Risk Management, Strategy, Equities, Portfolio Management, Product Development, Securities, Team Building, Leadership, Financial Services

Education
Daniel Webster College   1988 — 1989
Aviation/Airway Management and Operations

Shawn Keller Shawn Keller Cincinnati Area Details
Shawn Keller's The Mutual Fund Store Experience August 2007 - Present
Job Senior Vice President Investments at The Mutual Fund Store
Industry Investment Management
Experience
The Mutual Fund Store   August 2007 - Present

Skills
Mutual Funds, Financial Planning, Portfolio Management, Wealth Management, Investment Advisory, Asset Allocation, Retirement Planning, Securities, Asset Management, 401k, Financial Advisory, Investment Strategies

Education
Ohio University   1985 — 1989
BSC

Darin Pilacinski Darin Pilacinski Greater Minneapolis-St. Paul Area Details
Darin Pilacinski's The Mutual Fund Store Experience February 2006 - Present
Job Managing Partner/Senior Vice PresidentInvestments at The Mutual Fund Store®
Industry Investment Management
Experience
The Mutual Fund Store®  February 2006 - Present
WorthMark Financial   December 2003 - August 2005
ING/Washington Square Securities   August 1997 - December 2003

Skills
Retirement Planning, Wealth Management, Investments, Mutual Funds, Investment Advisory, Asset Allocation, Series 7, Retirement, Portfolio Management, Asset Management, Financial Advisory, Series 66, Financial Services, Investment Strategies, IRAs, Investment Management, Wealth Management..., 401k, ETFs, Series 65, High Net Worth..., Securities

Education
St. John's University   1987 — 1992
Bachelor of Arts (BA)

Kevin Jaegers, CFA Kevin Jaegers, CFA Lawrence, Kansas Area Details
Kevin Jaegers, CFA's The Mutual Fund Store Experience February 2013 - Present
Job Research Analyst at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store   February 2013 - Present
Smart401k   September 2010 - February 2013
Smart401k   February 2006 - September 2010

Skills
Investments, 401k, Product Development, Compliance, Mutual Funds, Retirement, Financial Services, Portfolio Management, Retirement Planning, Project Management, Securities, Investment Strategies, Asset Allocation

Education
Missouri State University   2001 — 2004
BS, Insurance and Risk Management

heather bouldrey heather bouldrey Kansas City, Missouri Area Details
heather bouldrey's The Mutual Fund Store Experience January 2015 - Present
Job Digital Marketing Analyst at The Mutual Fund Store
Industry Market Research
Experience
The Mutual Fund Store   January 2015 - Present
Spring Oak Properties and Vivitas, LLC.   August 2011 - Present
Lakewood Restaurant Committee   May 2010 - Present
Gragg Advertising  October 2013 - January 2015
Gragg Advertising  October 2013 - November 2014
USIS  March 2013 - September 2013
National Highway Traffic Safety Administration  August 2012 - March 2013

Skills
Market Research, Social Media Marketing, Marketing Research, Microsoft Excel, Advertising, Marketing Communications, Marketing Strategy, Entrepreneurship, Business Planning, Microsoft Office, Email Marketing, Bookkeeping, People-oriented, Consumer Behaviour, Marketing Plan Creation, Event Management, Online Advertising, Execution of Business..., Organization, Real Estate Marketing, Multi Tasking, Collateral, Brand Awareness, Event Planning, Segmentation, Trade Shows, Microsoft Word, Market Planning, Brand Loyalty, Consumer, Database Marketing, Strategic Planning, Presentations, Creativity, Customer Service, Lead Generation, Public Speaking, Meet Deadlines, B2B Marketing, Auditing, Listener, Fast Learner, Creative, Business Plan..., Consumer Behavior, Thrive on deadlines, Professional..., Search Engine..., Google Analytics, Pay Per Click

Education
university of kansas city - missouri   2011 — 2012
B.B.A., Marketing

Metropolitan Community College-Penn Valley   2009 — 2011
Associates Of Arts, Business

Brett Stephens, CFP® Brett Stephens, CFP® Knoxville, Tennessee Details
Brett Stephens, CFP®'s The Mutual Fund Store Experience May 2008 - Present
Job Certified Financial Planner, Senior Vice President Investments at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store   May 2008 - Present
VALIC  July 2006 - May 2008
Communication Management, Inc  January 2004 - July 2006

Skills
Retirement Planning, Financial Planning, Mutual Funds, Retirement, Investment Management, Wealth Management, Investment Advisory, Asset Management, Asset Allocation, Investment Strategies, Portfolio Management, Financial Advisory, Securities, Investments, ETFs, Alternative Investments

Education
University of South Carolina-Columbia
Bachelor of Arts (BA)

Florida State University   2012 — 2014
Certificate in Financial Planning

Nelson Brown, AWMA, CMFC Nelson Brown, AWMA, CMFC Baton Rouge, Louisiana Area Details
Nelson Brown, AWMA, CMFC's The Mutual Fund Store Experience 2006 - Present
Job Managing Partner / Sr VicePresident Investments at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store   2006 - Present
Charles Schwab  2000 - 2005
Morgan Stanley  1999 - 2000

Skills
Mutual Funds, Asset Allocation, Investment Advisory, Wealth Management, Investments, Retirement Planning, Retirement, Portfolio Management, IRAs, Marketing Strategy, Finance, Securities, Investment Strategies, Investment Management, Asset Management, Financial Advisory

Education
Louisiana State University and Agricultural and Mechanical College
BA, Mass Communications

Brother Martin High School

Dale Hansen Dale Hansen Birmingham, Alabama Details
Dale Hansen's The Mutual Fund Store Experience January 2006 - Present
Job Senior Vice PresidentInvestments at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store   January 2006 - Present
American Family Securities   May 2003 - December 2005
American Family Insurance  August 2000 - December 2005
American Family Insurance  November 1998 - July 2000
State Farm  June 1997 - October 1998
State Farm  June 1994 - May 1997

Skills
CMFC-Chartered Mutual..., Series 7, Retirement Planning, Wealth Management, Asset Allocation, Investment Management, Financial Services, Investment Advisory, Investment Strategies, Mutual Funds, Asset Management, Financial Advisory, Estate Planning, Investments, High Net Worth..., Wealth, Portfolio Management, Securities, 401k, Retirement, Wealth Accumulation, Finance, Fixed Income, Financial Markets, Trading, IRAs, Series 63, 401k Rollovers, Wealth Management...

Education
Texas Wesleyan University
BBA, Marketing & Finance

Len Panek Len Panek Washington D.C. Metro Area Details
Len Panek's The Mutual Fund Store Experience October 2007 - December 2013
Job Financial services professional helping young families, high net worth individuals, retirees, and small business owners.
Industry Financial Services
Experience
New York Life Insurance Company  September 2014 - Present
NYLIFE Securities, LLC  September 2014 - Present
The Mutual Fund Store   October 2007 - December 2013
Charles Schwab  May 2000 - May 2007

Skills
Retirement Planning, Estate Planning, Lifetime Income..., 401k Rollovers, Small Business, Buy-sell Agreements, Supplements to Employee..., Business Insurance..., Business Income..., Life Insurance, Wealth Preservation..., Asset Protection, Education Funding, Personal Finance, Licensed in Long Term...

Education
Canisius College

Bishop Timon High School   1988 — 1992
High School

Linda Stutesman Linda Stutesman Indianapolis, Indiana Area Details
Linda Stutesman's The Mutual Fund Store Experience February 2012 - October 2014
Job Facilities Project Analyst at Medxcel Facilities
Industry Hospital & Health Care
Experience
Medxcel Facilities   October 2014 - Present
The Mutual Fund Store   February 2012 - October 2014
Prydes Old Westport   January 2004 - October 2014
Benefits By Design Inc   May 2010 - September 2011
Stutesman, Inc. dba "Dining N"   June 2001 - May 2010
Stutesman, Inc   June 1998 - January 2001
Payless Cashways  2001 - 2001
Payless Cashways  1996 - 1998

Skills
Marketing Communications, Marketing, Customer Service, Public Relations, Strategic Planning, Outlook, Small Business, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media Marketing, Event Planning, Retail, Merchandising, Management, Budgets

Education
United States Personal Chef Association   2001 — 2001
Food and Food Management

Ball State University - College of Business   1978 — 1982
Bachelor of Science (BS), Marketing

South Newton High School   1976 — 1978

David Byers David Byers Kansas City, Missouri Area Details
David Byers's The Mutual Fund Store Experience 2007 - 2008
Job Chief Executive Officer at CARSTAR
Industry Consumer Services
Experience
CARSTAR  April 2011 - Present
Sirva Global Mobility Services   2008 - April 2011
The Mutual Fund Store   2007 - 2008
H&R Block  2002 - 2007
H&R Block  1999 - 2002
Foote, Cone & Belding   1989 - 1999

Skills
Strategic Planning, Team Building, Entrepreneurship, Marketing Strategy, Business Strategy, New Business Development, Leadership, Marketing, Mergers & Acquisitions, Strategy, Business Planning, Business Development, Budgets, Strategic Partnerships, Start-ups

Education
Eisenhower High School

Michigan State University

Josh Hederick Josh Hederick Raleigh-Durham, North Carolina Area Details
Josh Hederick's The Mutual Fund Store Experience August 2006 - Present
Job Owner, The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store   August 2006 - Present
State Farm Financial Services   April 2003 - May 2006
Merrill Lynch  April 1998 - October 2002

Education
James Madison University   1992 — 1996
BBA, Finance

Bryan Clark Bryan Clark Overland Park, Kansas Details
Bryan Clark's The Mutual Fund Store Experience July 2007 - Present
Job Divisional Vice President at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store   July 2007 - Present
UMB  June 2003 - June 2007
TRM Corporation  1997 - 2003
CNBS, Inc.   1993 - 1997
Merrill Lynch  1991 - 1993
Slawson Oil   1984 - 1986

Skills
401k, Alternative Investments, Asset Allocation, FINRA, Finance, Financial Advisory, Financial Services, Investment Advisory, Investments, Leadership, Management, Marketing, Marketing Strategy, Mutual Funds, New Business Development, Portfolio Management, Process Improvement, Retirement Planning, Risk Management, Sales, Sales Management, Securities, Series 7, Strategic Financial..., Strategic Planning, Wealth Management, Team Building, IRAs

Education
Kansas State University   1978 — 1982
BS, Accounting/Finance

Kelley Millet Kelley Millet Greater New York City Area Details
Kelley Millet's The Mutual Fund Store Experience January 2013 - Present
Job CEO Banca IMI Securities
Industry Capital Markets
Experience
ITG  August 2014 - Present
Banca IMI Securities   January 2014 - Present
The Mutual Fund Store   January 2013 - Present
Pierpont Securities  September 2012 - Present
The Mutual Fund Store   January 2013 - January 2013
Cortview Capital Holdings Inc   July 2011 - September 2012
MarketAxess  September 2006 - July 2011
Bear Stearns  February 2001 - January 2006
JP Morgan  July 1982 - February 2001

Skills
Investment Banking, Structured Finance, Trading, Credit, Restructuring, Hedge Funds, Bonds, Derivatives, Electronic Trading, Securities, Real Estate, Bloomberg, Asset Management, Securities Lending, Strategy, Capital Markets

Education
Amherst College   1978 — 1982
BA, Economics

Michael Coffman Michael Coffman Kansas City, Missouri Area Details
Michael Coffman's The Mutual Fund Store Experience August 2013 - January 2015
Job Manager of IT at iModules Software
Industry Information Technology and Services
Experience
iModules Software  January 2015 - Present
The Mutual Fund Store   August 2013 - January 2015
Nueterra  September 2012 - August 2013
Saint Lukes Health System  November 2011 - September 2012
Diagnostic Imaging Centers P.A   2007 - November 2010
Heartland Spine and Specialty Hospital   2003 - 2007

Skills
Disaster Recovery, VMware, Network Security, Security, Virtualization, Network Administration, Software Documentation, Information Technology, Telecommunications, Leadership, Management, Networking, CRM, Business Intelligence, Strategic Planning

Education
Webster University   2004 — 2006
Master of Arts, Business and Organizational Security Management

DeVry University
Bachelors of Science, Telecommunications Management

Ryan Walker, CFP, ChFC, CLU Ryan Walker, CFP, ChFC, CLU Portland, Oregon Area Details
Ryan Walker, CFP, ChFC, CLU's The Mutual Fund Store Experience March 2008 - September 2009
Job Portfolio Evaluation Analyst at Fisher Investments
Industry Financial Services
Experience
Fisher Investments  September 2013 - Present
Fisher Investments  September 2010 - September 2013
New York Life Insurance Company  October 2009 - September 2010
The Mutual Fund Store   March 2008 - September 2009
Brock and Associates  May 2007 - March 2008
New York Life  May 2005 - May 2007

Skills
Financial Planning, Investment Advisory, Investments, Relationship Management, Retirement Planning, Retirement, Series 7, Mutual Funds, Wealth Management, Fixed Annuities, 401k, Estate Planning, Securities, Asset Allocation, Series 63, Investment Strategies, IRAs, Insurance, Investment Management, Financial Planners, Risk Management, Alternative Investments, Strategic Financial...

Education
The American College   2007 — 2009
ChFC, CLU, Chartered Financial Consultant and Chartered Life Underwriter Designations

Brigham Young University   2003 — 2007
Bachelors, Business Finance

Darlene E. Straughn Darlene E. Straughn Norcross, Georgia Details
Darlene E. Straughn's The Mutual Fund Store Experience May 2014 - Present
Job Client Service Manager
Industry Financial Services
Experience
The Mutual Fund Store   May 2014 - Present
BNY Mellon  December 2012 - May 2014
Wells Fargo Advisors  November 2010 - July 2012
UBS  September 2000 - November 2010

Skills
Outlook, Customer Service, Series 7, Financial Services, Insurance, Wealth Management, Account Management, Microsoft Excel, Access, Banking, Private Banking, PowerPoint, Microsoft Office, Sales, Microsoft Word, Relationship Management, Credit, Accounting, Stocks, Mutual Funds, Tender Offers, Bids, Outstanding..., Outstanding Communicator, Mediation, Bloomberg Terminal, Commercial Banking, Mortgage Lending, Retail Banking, Retirement, Cross Selling, Portfolio Management, High Net Worth..., Wealth Management..., Retirement Planning, KYC, AML, FINRA, Securities, Equities, Hedge Funds, Bloomberg, Estate Planning, Corporate Actions, OFAC, Asset Management

Education
CUNY Bronx Community College   1994 — 1996
Associate of Arts and Sciences (A.A.S.), Legal Studies, General

Jami Erbert Jami Erbert Omaha, Nebraska Details
Jami Erbert's The Mutual Fund Store Experience 2002 - 2015
Job Realtor at NP Dodge Real Estate
Industry Real Estate
Experience
NP Dodge Real Estate  June 2014 - Present
The Mutual Fund Store   2002 - 2015
CBSHOME Real Estate  November 2011 - June 2014
The Mutual Fund Store   October 2002 - October 2011
The French Cafe   May 2005 - June 2006
American Century Investments  May 1995 - January 2002
Hanover Insurance Group  1992 - 1995

Skills
Investments, Relocation, Sellers, Negotiation, Real Estate, First Time Home Buyers, Client Representation, New Home Sales, Residential Homes, Short Sales, Condos, Foreclosures, Sales

Education
Metropolitan Community College   2002 — 2005
Culinary Arts, Baking

Kansas State University   1986 — 1990
B.S. Business Administration, Marketing

Welington High School   1982 — 1986

Charlotte Starkweather Charlotte Starkweather Overland Park, Kansas Details
Charlotte Starkweather's The Mutual Fund Store Experience 2015 - Present
Job Marketing Manager
Industry Marketing and Advertising
Experience
The Mutual Fund Store   2015 - Present
Hallmark Cards  January 2014 - Present
Hallmark Cards  July 2011 - Present
Bayer HealthCare  May 2010 - July 2011
the Sunflower Group  March 2008 - May 2010
the Sunflower Group  April 2006 - March 2008
PlattForm Advertising  January 2005 - April 2006
PlattForm Advertising  August 2004 - January 2005

Skills
Retail, Brand Management

Education
The University of Kansas   2000 — 2004
Journalism, Advertising and Strategic Communications

Terrence McKelvey, CFP® ChFC® Terrence McKelvey, CFP® ChFC® Buffalo/Niagara, New York Area Details
Terrence McKelvey, CFP® ChFC®'s The Mutual Fund Store Experience January 2013 - Present
Job Senior Vice President Investments at The Mutual Fund Store | FeeOnly Fiduciary
Industry Investment Management
Experience
The Mutual Fund Store   January 2013 - Present
KeyCorp  April 2011 - March 2012
Merrill Lynch  September 2009 - April 2011
HSBC  February 2006 - December 2008
Citi  May 2003 - February 2006
American Express Financial Advisors  February 2001 - May 2003

Skills
Mutual Funds, Investments, Retirement Planning, Asset Allocation, Portfolio Management, Investment Advisory, Finance, Asset Management, Banking, Wealth Management, Securities, Risk Management, Equities, Financial Advisory, Leadership, Estate Planning, Marketing, Management, 401k, Separately Managed..., Roth IRA, Traditional IRA, SEP IRA, 403 b, Simple IRA, Registered Investment..., 401k Rollovers, Tactical Asset..., Financial Planning, 457 Plans, Retirement

Education
Lincoln University   1995 — 2000
Bachelor of Science (BS), Economics

Amherst Highschool

College for Financial Planning

St. Joseph's Collegiate Institute

The American College

Douglas Corp Douglas Corp United States Details
Douglas Corp's The Mutual Fund Store Experience November 2014 - Present
Job
Industry Financial Services
Experience
The Mutual Fund Store   November 2014 - Present
Mutual of America  March 2014 - October 2014
PNC  February 2012 - February 2014

Skills
Microsoft Office, Management, Sales, Leadership

Education
Kent State University
Bachelor of Finance, Business Finance

Andrew D. Smith, CMFC © Andrew D. Smith, CMFC © Columbus, Ohio Area Details
Andrew D. Smith, CMFC ©'s The Mutual Fund Store Experience November 2012 - Present
Job Fee Only Financial Advisor
Industry Financial Services
Experience
The Mutual Fund Store   November 2012 - Present
Charles Schwab  April 2010 - November 2012
Smith Business Group   June 2003 - November 2012
Northwestern Mutual  December 2006 - October 2007
CedarCreek Church  June 1994 - July 2003
Dana Commercial Credit  June 1999 - July 2000

Skills
Series 7, Series 63, Series 66, Sales, Territory..., Customer Service, Teamwork, Self-driven, Building Relationships, Self-starter, Strong Work Ethic, Multi-tasking Skills, Close Attention to..., Financial Software..., Investment Strategies, Investments, Financial Advisory, Mutual Funds, Estate Planning, Uniform Combined State..., Wealth Management, Portfolio Management, Securities, Investment Advisory, Asset Allocation, Public Speaking, Retirement Planning

Education
Bowling Green State University   1990 — 1994
Bachelor of Arts (B.A.), Sociology with a minor in Political Science

Bryan Dudones Bryan Dudones Jacksonville, Florida Area Details
Bryan Dudones's The Mutual Fund Store Experience September 2010 - August 2011
Job Senior Implementation Consultant at Advent Software
Industry Financial Services
Experience
Advent Software  August 2011 - Present
The Mutual Fund Store   September 2010 - August 2011
Nexus Financial Management, LLC   January 2006 - September 2009
Merrill Lynch Financial Advisory Center   February 2001 - November 2005
Merrill Lynch Financial Advisory Center   January 2000 - February 2001
Merrill Lynch FDS   May 1997 - January 2000

Skills
Investments, Software Implementation, Management, Microsoft Excel, Portfolio Management, Mutual Funds, Asset Allocation, Project Management, Leadership, Alternative Investments, Equities, Financial Services, Wealth Management, Business Development, Investment Advisory, Managing Employees, Developing Client..., Salesforce.com, Financial Analysis

Education
University of Central Florida
Bachelor's Degree, Finance

Palm Beach Community College
Associates

Jon Bentz Jon Bentz Kansas City, Missouri Area Details
Jon Bentz's The Mutual Fund Store Experience June 2000 - June 2012
Job Partner at RAZ Mobile
Industry Investment Management
Experience
Prvate Equity   October 2012 - Present
SafeDefend   2014 - 2015
The Mutual Fund Store   June 2000 - June 2012
American Century Investments  1992 - 2000
AT&T (Southwestern Bell)   1979 - 2000

Skills
Asset Managment, Management, Investment Advisory, Asset Allocation, Equities, Leadership, Series 65, Marketing Strategy, 401k, Mutual Funds, Process Improvement, Wealth Management, Investments, Investment Strategies, Series 7, ETFs, Business Analysis, FINRA, Finance, Trading, Strategy, Executive Management, Mergers & Acquisitions, Financial Modeling, Fund Of Funds, Start-ups, Forecasting, Uniform Combined State..., Series 24, High Net Worth..., Personal Financial..., Capital Markets, Defined Benefit, Due Diligence, Variable Annuities, Pensions, Equity Research, Business Process..., Financial Planners, Asset Management, Financial Planning

Education
Ottawa University
BA Business, Business/Human Resources

Amy Allshouse Amy Allshouse Half Moon Bay, California Details
Amy Allshouse's The Mutual Fund Store Experience January 2009 - January 2012
Job Digital Marketing Manager at Prometheus Real Estate Group
Industry Internet
Experience
Prometheus Real Estate Group  2012 - Present
The Mutual Fund Store   January 2009 - January 2012
Symantec  2012 - 2012
Sprint  April 2007 - January 2008
Sprint  September 2006 - January 2008
Barkley  2008 - 2008
H&R Block  December 2000 - April 2002
Shop Talk   April 2000 - December 2000
Consulate General of Japan  1998 - 1999

Skills
CSS, XHTML, XML, Dreamweaver, HTML 5, JavaScript, Visio, User Interface, AJAX, SQL, User Experience, Web Design, User-centered Design, Web Development, Web Applications, MySQL, C#, Omniture, Flash, Photoshop, User Interface Design, Google Webmaster Tools, HTML5, E-commerce, C#.NET, MS Project, Microsoft Excel, Functional Requirements, Multilingual, Strategic Thinking, Japanese, German, Crisis Management, WAP, HTML emails, CSS3, ExpressionEngine, Vertical Response, HubSpot, Facebook API, Adobe Dynamic Tag..., Adobe Test & Target, Project Management, Adobe Creative Suite, Digital Marketing, Google Maps API

Education
University of Kansas   1996 — 1999
Master's, Applied Linguistics

University of Virginia   1991 — 1995
BA, Linguistics

Liesl Renick Liesl Renick Greater Denver Area Details
Liesl Renick's The Mutual Fund Store Experience April 2007 - August 2009
Job Professional Executive
Industry Financial Services
Experience
The Mutual Fund Store   April 2007 - August 2009
Eddco Equipment   January 2004 - January 2007
American Skandia/Prudential Financial   January 2002 - January 2004
Multi-Financial Securities Corporation  January 1999 - January 2001
Smith Barney  January 1989 - January 1992

Skills
Microsoft Office, Mutual Funds, 401k, Wealth Management, Asset Allocation, Investments, Retirement Planning, Financial Services, Investment Advisory, Retirement, Sales

Education
University of Phoenix   2000 — 2002
Master of Business Administration (M.B.A.), Technology Management

Colorado State University   1992 — 1998
Bachelor of Arts (B.A.), Economics

Eugene Berger Eugene Berger Greater New York City Area Details
Eugene Berger's The Mutual Fund Store Experience 2012 - 2013
Job Certified Financial Planner™, MBA
Industry Financial Services
Experience
TD Ameritrade  January 2014 - Present
The Mutual Fund Store   2012 - 2013
Citigroup  2010 - 2011
HSBC  2007 - 2009
MetLife  August 2005 - December 2007
JPMorgan Chase  2001 - 2005
Citigroup  1982 - 2001

Skills
Portfolio Management, Risk Management, Credit Cards, Retirement Planning, Financial Planning, Strategic Financial..., Mutual Funds, Mergers & Acquisitions, Estate Planning, Fixed Income, Financial Services, Series 63, Investment Strategies, Investment Advisory, Investments, Alternative Investments, Finance, Financial Advisory, Securities, Insurance, Wealth Management, Asset Management, Uniform Combined State..., Asset Allocation, Retirement, Financial Planners, Series 7, Investment Management, Separately Managed..., Bonds, Fixed Annuities, FINRA, Options, High Net Worth..., 401k, Pensions, Trading, Equities, Defined Benefit, Wealth Management..., Variable Annuities, Financial Risk, Financial Markets, Credit, Relationship Management, IRAs, ETFs, Series 6, Stocks, Series 65

Education
Baruch College, City University of New York (CUNY)   1981 — 1984
MBA, Finance

State University of New York at Albany
Bachelor of Science (BS), Business Administration/Marketing

TJ Dunker TJ Dunker Greater Salt Lake City Area Details
TJ Dunker's The Mutual Fund Store Experience July 2013 - Present
Job Head of Stores at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store   July 2013 - Present
TD Ameritrade  July 2012 - July 2013
TD Ameritrade  April 2010 - July 2012
TD Ameritrade  June 2009 - April 2010
TD Ameritrade  January 2008 - June 2009
TD Ameritrade  December 2006 - January 2008
TD Ameritrade  September 2004 - December 2006
Charles Schwab  March 2000 - September 2004

Education
Indiana University - Kelley School of Business   2001 — 2003
MBA, Corporate finance

Xavier University   1995 — 1999
BS, Chemistry

Don Meeker Don Meeker Toledo, Ohio Area Details
Don Meeker's The Mutual Fund Store Experience September 2005 - Present
Job Owner, The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store   September 2005 - Present

Skills
IRAs, Asset Allocation, Retirement Planning, Investment Strategies, Wealth Management, Investment Advisory, Portfolio Management, Mutual Funds, Investment Management, Asset Management, Finance, Fixed Annuities, Risk Management, Strategic Financial..., FINRA, Securities, Estate Planning, Financial Services, Wealth Accumulation, 401k, Equities, Personal Finance, Bonds, Roth IRA, Alternative Investments, High Net Worth..., Insurance, Retirement, Pensions, Cash Management, Financial Markets, Financial Advisory, Series 7, Options, Investments, Trading

Education
Bowling Green State University   1984 — 1986

Wauseon High School   1980 — 1984

Fred Ferrara, CMFC, CFA Fred Ferrara, CMFC, CFA Sacramento, California Area Details
Fred Ferrara, CMFC, CFA's The Mutual Fund Store Experience August 2013 - Present
Job Senior Investment Advisor at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store   August 2013 - Present
The Mutual Fund Store   February 2011 - July 2013
The Mutual Fund Store   March 2010 - January 2011
Thrivent Financial for Lutherans  May 2009 - March 2010
Panattoni Securities, Inc.   June 2006 - May 2008
A I M Advisors, Inc.   February 2004 - April 2006
Andersen Corporate Finance LLC   April 2001 - October 2002
Stanford Group Company  August 1997 - April 2001
Smith Barney  August 1995 - August 1997
Mabon Securities  October 1993 - August 1995

Education
St. John's University School of Law   1985 — 1988
JD

Cornell University   1981 — 1985
BA, History

Paul D. Schreiber High School   1978 — 1981

Rocky Point Jr Sr High School   1973 — 1977

James Herlein James Herlein Kansas City, Missouri Area Details
James Herlein's The Mutual Fund Store Experience June 2015 - Present
Job VP of Finance Operations at The Mutual Fund Store
Industry Marketing and Advertising
Experience
The Mutual Fund Store   June 2015 - Present
Adknowledge  December 2013 - June 2015
Adknowledge  January 2013 - December 2013
FreightQuote.com  April 2011 - January 2013
Sprint  October 2008 - August 2011
Sprint  August 2007 - October 2008
Sprint  August 2004 - August 2007
Sprint  July 2003 - August 2004
Amarr Garage Doors  August 1999 - July 2003
Dos Hombres   1997 - 1999

Skills
SQL Server, Teradata, SQL database design, Pricing, Leadership, Access, Telecommunications, Forecasting, Process Improvement, Project Management, Decision Support, Project Planning, Wireless, Call Center, Financial Analysis, Analysis, Strategy

Education
Avila University   2004 — 2006
MBA, Finance

University of Kansas   1998 — 2003
Bachelor of Sceince, Finance

University of Kansas   1997 — 2003
B.G.S, Finance

Brad Agadoni Brad Agadoni Kansas City, Missouri Area Details
Brad Agadoni's The Mutual Fund Store Experience November 2007 - December 2013
Job Senior Professional Services Consultant at Amazon Web Services
Industry Financial Services
Experience
Amazon Web Services  September 2014 - Present
CARSTAR Auto Body Repair Experts  April 2014 - September 2014
The Mutual Fund Store   November 2007 - December 2013
Accenture Technology Consulting  September 1999 - November 2007
Cerner Corporation  January 1998 - September 1999
Custom Micro Systems   September 1981 - September 1997

Skills
Process Improvement, Business Analysis, IT Strategy, Management, Portfolio Management, Business Process..., CRM, Risk Management, IT Infrastructure..., Enterprise Software, Cloud Computing, Leadership, Management Consulting, Data Center, Outsourcing, SaaS, Consulting, Professional Services, Information Technology, Infrastructure, Vendor Management

Education
California State Polytechnic University-Pomona   1976 — 1980
Bachelor of Science, Computer Science

California State Polytechnic University-Pomona
Bachelor of Science (B.S.), Computer Science

Gina Wichael Gina Wichael Kansas City, Missouri Area Details
Gina Wichael's The Mutual Fund Store Experience March 2015 - Present
Job Senior Staff Accountant at The Mutual Fund Store
Industry Insurance
Experience
The Mutual Fund Store   March 2015 - Present
The Mutual Fund Store   October 2009 - March 2015
Mega Industries   April 2009 - August 2009
Freedom Fire Protection   September 2008 - April 2009
Aleritas Capital   January 2008 - September 2008
NPC International  September 2005 - January 2008
Crescent Heights  May 2001 - August 2005

Skills
Financial Services, Financial Reporting, Accounting, Financial Analysis, Account Management, Asset Management, Cost Accounting, Due Diligence, GAAP, Sarbanes-Oxley Act, Mergers, US GAAP, Internal Controls, Financial Audits

Education
Baker University   2007 — 2009
Master of Business Administration (MBA)

Fort Hays State University
Business Management

Nabil Kanso Nabil Kanso Portland, Oregon Area Details
Nabil Kanso's The Mutual Fund Store Experience 2014 - Present
Job Vice President Investments
Industry Financial Services
Experience
The Mutual Fund Store   2014 - Present
Fidelity Investments  September 2012 - October 2014
Q6 Model & Artist MGMT  January 2007 - September 2012
Morgan Stanley  July 2011 - July 2012
JPMorgan Chase  August 2010 - July 2011
BP Arco  June 2006 - July 2010
Congressman Earl Blumenauer  March 2008 - May 2010
Merrill Lynch  June 2007 - February 2008

Skills
Series 7, Series 66, Social Media, Mutual Funds, Uniform Combined State..., Series 63, Finance, Investments, Marketing

Education
Portland State University - School of Business   2006 — 2009
Bachelor of Science (BS), Advertising/Management/Marketing

University of Oregon   2006 — 2007

Bill Tracy, CFA Bill Tracy, CFA Kansas City, Missouri Area Details
Bill Tracy, CFA's The Mutual Fund Store Experience February 2013 - Present
Job Investment Research Analyst at The Mutual Fund Store
Industry Investment Management
Experience
The Mutual Fund Store   February 2013 - Present

Education
Rockhurst University   2011 — 2013
Master of Business Administration

Columbia College   2010 — 2010
B.G.S.

Christy (Drake) Dodge Christy (Drake) Dodge Kansas City, Missouri Area Details
Christy (Drake) Dodge's The Mutual Fund Store Experience April 2008 - Present
Job Senior Client Services Manager at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store   April 2008 - Present
Stepp & Rothwell, Inc   June 1997 - June 2002

Skills
Financial Services, Retirement, Microsoft Excel, PowerPoint, Retirement Planning, Management, Strategic Planning, 401k, Process Improvement, Customer Service, Project Management, Access, Insurance

Education
University of Missouri-Kansas City   2000 — 2000
Bachelor of Science

Kansas State University   1993 — 1997

Matt Nevinger Matt Nevinger Prairie Village, Kansas Details
Matt Nevinger's The Mutual Fund Store Experience April 2005 - May 2006
Job Research Manager at Cushman & Wakefield
Industry Market Research
Experience
Cushman & Wakefield (Formerly DTZ)   March 2015 - Present
MCN Writing   November 2002 - Present
C2FO  April 2013 - March 2015
Glazer's Distributors  January 2008 - February 2013
Gomer's Northland Fine Wines & Spirits   August 2006 - January 2008
The Mutual Fund Store   April 2005 - May 2006

Skills
Wine Tasting, Account Management, Food & Beverage, Sales, Wine, Customer Service, Marketing Strategy, Food, Event Management, Marketing, Event Planning, Social Media, Beverage Industry, New Business Development, Advertising, Social Media Marketing, Public Relations, Key Account Management, Alcoholic Beverages, Creative Writing, Research, Editing, Brand Management, Social Networking, Retail

Education
National University of Ireland, Galway   2001 — 2002
Master of Arts, History, Politics, Literature, and Irish Language

The University of Kansas   1996 — 1999
Bachelor's degree, English Creative Writing

Jeff Spiess Jeff Spiess Tampa/St. Petersburg, Florida Area Details
Jeff Spiess's The Mutual Fund Store Experience January 2009 - September 2009
Job VP Legal Entity Controller
Industry Banking
Experience
Citi  November 2012 - Present
Citi  September 2009 - October 2012
The Mutual Fund Store   January 2009 - September 2009
American Century Investments  2004 - 2008
University of Kansas Medical Center  2002 - 2004

Skills
Microsoft Office, Hyperion Enterprise, Crystal Reports, Financial Reporting, PeopleSoft, Forecasting, Budgets, Process Improvement, Strategic Financial..., Visio, Account Reconciliation, Financial Modeling, General Ledger, Access, Business Analysis, Managerial Finance, Microsoft Excel, Payroll, Accounting, Finance, Risk Management, Internal Controls

Education
University of Missouri-Kansas City   2003 — 2004
MBA, Finance

Emporia State University   2000 — 2002
Bachelors of Science, Accounting

Basehor Linwood High School

Erik Harpsoe Erik Harpsoe Cleveland/Akron, Ohio Area Details
Erik Harpsoe's The Mutual Fund Store Experience March 2006 - Present
Job Senior Vice President Investments at The Mutual Fund Store
Industry Investment Management
Experience
The Mutual Fund Store   March 2006 - Present
TD Ameritrade  March 2002 - March 2006

Skills
Investment Management, Mutual Funds, Wealth Management, Investment Strategies, Retirement, Financial Advisory, Investment Advisory, Retirement Plan..., Investments, Bonds, Risk Management, Financial Services, Fixed Annuities, Asset Allocation, Series 65, Fixed Income, Estate Planning, Uniform Combined State..., Trading, Portfolio Management, Roth IRA, Strategic Financial..., Equities, Personal Finance, Finance, Options, Personal Financial..., High Net Worth..., ETFs, Modern Portfolio Theory, Series 7, 401k, IRAs, Retirement Planning, Financial Planning

Education
Kent State University   1992 — 1996
BBA, Finance

Doug Erbert Doug Erbert Greater Omaha Area Details
Doug Erbert's The Mutual Fund Store Experience March 2002 - Present
Job Sr. Vice President Investments
Industry Investment Management
Experience
The Mutual Fund Store   March 2002 - Present
American Century Investments  April 1992 - February 2002

Skills
Mutual Funds, Asset Allocation, Investments, Investment Advisory, Retirement, Investment Strategies, Asset Management, Wealth Management, Investment Management, Strategic Financial..., Personal Finance, High Net Worth..., FINRA, Fixed Income, Alternative Investments, Finance, Wealth Accumulation, Financial Services, Wealth, 401k Rollovers, ETFs, Life Insurance, Relationship Management, Retirement Planning, Trading, Roth IRA, Personal Financial..., 401k, Variable Annuities, Wealth Management..., Financial Advisory, Series 63, Securities, Portfolio Management, Series 65, IRAs

Education
Institute of Business & Finance   2008 — 2009
CFS, Certified Fund Specialist Designation

University of Missouri-Kansas City   1999 — 2000
Certificate in Financial Planning, Finance

Kansas State University   1986 — 1990
B.S., Business

Ellsworth High School   1982 — 1986

Aaron Rich Aaron Rich Greater Denver Area Details
Aaron Rich's The Mutual Fund Store Experience October 2009 - Present
Job Chief Operating Officer at Mu Brewery, Inc
Industry Investment Management
Experience
The Mutual Fund Store   October 2009 - Present
S&S Books, LLC   March 2013 - Present
Trilogy Financial Services  April 2009 - October 2009
Oppenheimer Funds Inc  2006 - 2009
Wal-Mart  September 2001 - December 2006

Skills
Investments, Mutual Funds, Series 7, Financial Services, Team Building, Asset Management, Sales, Leadership, Call Centers, Insurance, Risk Management, Relationship Management, IRAs, Roth IRA, Series 65, Trusts, SEP IRA, Simple IRA, 401k, 401k Rollovers, 403 b, Wealth Management..., Securities, Portfolio Management, Variable Annuities, Retirement Planning, Retirement Savings, Qualified Retirement..., Series 63, Series 6, Coverdell, 529 Plans, Asset Allocation, Microsoft Excel, Banking, Process Improvement, Finance, CRM, Fixed Annuities, Wealth Management, Strategic Financial..., FINRA, Retirement, Investment Advisory

Education
Metropolitan State University of Denver   2008 — 2012

Mile High Adventist Academy   1984 — 2006

Matthew Lankford Matthew Lankford Houston, Texas Area Details
Matthew Lankford's The Mutual Fund Store Experience April 2009 - October 2010
Job Financial Advisor at RJ Capital
Industry Investment Management
Experience
RJ Capital Investment Advisors   March 2012 - Present
Merrill Lynch  September 2010 - March 2012
The Mutual Fund Store   April 2009 - October 2010
Stanford Capital Management   June 2008 - February 2009
Arrowhead Asset Management   January 2002 - June 2008

Skills
Series 7, Investment Advisory, Wealth Management, Mutual Funds, Investments, Uniform Combined State..., Retirement Planning, Asset Allocation, Asset Managment, Equities, Financial Advisory, Portfolio Management, Securities, Asset Management, Strategic Financial...

Education
Texas State University-San Marcos   1998 — 2002
BBA, Finance

Harry Berman Harry Berman Harrisburg, Pennsylvania Area Details
Harry Berman's The Mutual Fund Store Experience October 2007 - Present
Job Senior Vice President Investments, The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store   October 2007 - Present
Penn Securities/National Penn Bank   November 1995 - October 2005

Skills
Retirement Planning, Mutual Funds, Series 63, FINRA, Investments, Asset Allocation, Series 7, Investment Management, Strategic Financial..., Finance, Wealth Management, Financial Services, IRAs, Fixed Income, 401k, Retirement, Wealth Accumulation, Personal Finance, Wealth Management..., Financial Markets, Investment Strategies, Trading

Education
The University of Connecticut School of Business   1989 — 1994
MBA, Finance & Marketing

University of Rochester   1978 — 1982
BA, English & Political Science

Catherine Borter Catherine Borter Greater St. Louis Area Details
Catherine Borter's The Mutual Fund Store Experience April 2011 - August 2011
Job Account Response Specialist at Scottrade
Industry Financial Services
Experience
Scottrade  October 2013 - Present
Clean-Tech Company   December 2012 - October 2013
Fidelity Investments  August 2011 - November 2012
The Mutual Fund Store   April 2011 - August 2011
T. Rowe Price  August 2010 - April 2011
T. Rowe Price  March 2007 - July 2010
Housing & Building Association of Colorado Springs   September 2006 - March 2007
Scott Stewart, DDS   August 2004 - August 2005

Skills
Investments, IRAs, Series 6, Series 7, Uniform Combined State..., Series 63, 401k, Mutual Funds, Retirement, Recruiting, Human Resources, Finance, Fixed Income, Retirement Planning, Wealth Management, Investment Strategies, Pensions, Investment Advisory, ERISA, Employee Benefits, Customer Service, Investment Management, Securities, Insurance, Personal Finance, Interviews, Asset Allocation, Options, Defined Benefit, Retirement Savings, Disability Insurance, ETFs, Financial Advisory, Small Business, FINRA, Financial Services, 529 Plans, Relationship Management, Equities, Administration, Brokerage, Financial Modeling, Risk Management, Portfolio Management

Education
University of Northern Colorado   2005 — 2009
Clinical Professional Counseling

John Brown University   1999 — 2003
Bachelor of Science, Family and Human Services/Psychology

Janet Stegner Janet Stegner Dallas/Fort Worth Area Details
Janet Stegner's The Mutual Fund Store Experience August 2005 - August 2006
Job Solutions Consultant
Industry Computer Software
Experience
MaritzCX  February 2014 - Present
Medallia, Inc.   December 2012 - July 2013
Medallia, Inc.   August 2010 - December 2012
The North Central Texas Council of Governments   June 2008 - August 2010
National Governors Association Center   October 2007 - May 2008
The George Washington Institute of Public Policy   October 2006 - May 2008
The Mutual Fund Store   August 2005 - August 2006
Office of the Mayor, New Orleans   September 2004 - June 2005

Skills
Research, Policy Analysis, Project Management, Strategic Planning, Grants, Statistics, Qualitative Research, Economic Development, SPSS, Public Policy, Analysis, Data Analysis, SAS, Government, Stata, Customer Service, Customer Satisfaction, Customer Insight, Customer Oriented, Customer Analysis, Customer Support, Statistical Modeling, Statistical Sampling, Statistical Software, Statistical Tools, Statistical Computing, Quantitative Analytics, Quantitative Research, Program Evaluation, Leadership, Survey Design, XML, Java, JavaScript, ArcGIS, Data Mining

Education
The George Washington University   2006 — 2008
MPP, Urban Policy

Tulane University   2000 — 2004
BS, Economics/Mathematics

January Lare January Lare Overland Park, Kansas Details
January Lare's The Mutual Fund Store Experience 2010 - Present
Job Operations Support Assistant Manager
Industry Financial Services
Experience
The Mutual Fund Store   2010 - Present
California Casualty Management Company  2010 - 2010
First National Bank of Omaha  2008 - 2010
First National Bank of Omaha  2006 - 2008
First National Bank of Omaha  2005 - 2006
First National Bank of Omaha  2004 - 2005

Skills
Financial Services, Insurance, Customer Service, Process Improvement, Management, Microsoft Excel, Sales Operations, Human Resources, Sales, Business Analysis, Account Management

Education
MidAmerica Nazarene University   2006 — 2007
BA, Management and Human Relations

Emporia State University   2002 — 2004

Barton County Community College   2000 — 2002

Kent Freeburg Kent Freeburg Kansas City, Missouri Area Details
Kent Freeburg's The Mutual Fund Store Experience November 2013 - Present
Job FP&A Manager at The Mutual Fund Store
Industry Investment Management
Experience
The Mutual Fund Store   November 2013 - Present
Freightquote.com  2011 - 2013
Shook, Hardy & Bacon   2008 - 2011
Sprint  2002 - 2008

Skills
Financial Analysis, Financial Reporting, Budgets, Accounting, Forecasting, Strategic Financial..., General Ledger, Microsoft Excel, Process Improvement, Financial Accounting, Analysis, Microsoft Office, Microsoft Word, Outlook, Finance, Strategic Planning, Financial Modeling

Education
University of Kansas - Graduate School of Business   2002 — 2005
MBA, business

MidAmerica Nazarene University
Bachelor, Accounting

Kim Heman Kim Heman Cleveland, Ohio Details
Kim Heman's The Mutual Fund Store Experience April 2012 - March 2015
Job Tax Accountant at Parkland Management Company
Industry Financial Services
Experience
Parkland Management Company   July 2015 - Present
The Mutual Fund Store   April 2012 - March 2015
The Lipson Group, Inc.   September 2002 - November 2010
Sterling (Division of National City Bank)   August 1999 - October 2001
Clifton Gunderson LLP  September 1998 - July 1999
Kimball E. Rubin & Associates   November 1996 - August 1998
Nash & Nash Attorneys at Law   May 1995 - October 1996
Ernst & Young LLP  May 1991 - April 1995

Skills
Asset Allocation, High Net Worth..., Estate Tax Planning, Tax, Estate Planning, Finance, Investments, Client Service Oriented, client service manager, Office Management, Office Administration, Accounting, Key Account Management, Tax Preparation, Income Tax, Wealth Management

Education
Cleveland State University - Cleveland-Marshall College of Law   1989 — 1992
JD, Law

Indiana University Bloomington   1985 — 1989
BS, Accounting

Leah Wilmeth Leah Wilmeth Las Cruces, New Mexico Area Details
Leah Wilmeth's The Mutual Fund Store Experience June 2005 - February 2006
Job Database Report Writer at New Mexico State University
Industry Higher Education
Experience
New Mexico State University  June 2007 - February 2014
New Mexico State University  February 2006 - May 2007
The Mutual Fund Store   June 2005 - February 2006

Skills
Student Development, Higher Education, SurveyMonkey, Microsoft Office, SharePoint, Strategic Planning, Fact Sheets

Education
New Mexico State University   2009 — 2011
Bachelor of Arts, Sociology

Patrick Volk Patrick Volk United States Details
Patrick Volk's The Mutual Fund Store Experience 2013 - Present
Job FeeBased Financial Educator | Money Management | RIA | Fiduciary | Public Speaker | Retirement Planning Advisor
Industry Financial Services
Experience
The Mutual Fund Store   2013 - Present
MML Investor Services   2011 - 2013
Merrill Lynch  2008 - 2011
The Ayco Company, L.P., a Goldman Sachs Company   1996 - 2008

Skills
Financial Planning, Financial Education, Fiduciary Management, Retirement Planning, Retirement, Retirement Plan..., Retirement Savings, Qualified Retirement..., Retirement Income..., Retirement Benefits, Retirement Solutions, Money Management, Social Security, Pensions, Mutual Funds, ETFs, Trust Management, Asset Management, Asset Allocation, Financial Risk...

Education
Siena College   1987 — 1991
BA, Economics

Barry Phillips Barry Phillips Alpharetta, Georgia Details
Barry Phillips's The Mutual Fund Store Experience December 2012 - Present
Job Vice President Investments
Industry Financial Services
Experience
The Mutual Fund Store   December 2012 - Present
Merrill Lynch  January 2011 - 2012
Law Office of Barry H. Phillips   1990 - 2010
New York State Senate  January 1990 - December 1990
Nassau County Legal Aid Society  1986 - 1989

Skills
Public Speaking, Investment Advisory..., Estate Planning, Retirement Planning, Insurance, Investments, Securities, Financial Advisory, Life Insurance, Series 7

Education
Touro College Jacob D. Fuchsberg Law Center   1983 — 1986
Juris Doctor, Law

Binghamton University   1978 — 1980
Bachelor of Arts, Political Science

Susan Dietrich Susan Dietrich Greater Chicago Area Details
Susan Dietrich's The Mutual Fund Store Experience March 2010 - July 2013
Job Executive Assistant at Abbott
Industry Pharmaceuticals
Experience
Abbott  July 2014 - Present
Hospira  April 2014 - July 2014
Baxter Healthcare  September 2013 - December 2013
The Mutual Fund Store   March 2010 - July 2013

Skills
Portfolio Management, Equities, Wealth Management, ETFs, Retirement Planning, Segmentation, Series 65, Asset Managment, Retirement, Series 63, Investment Strategies, Insurance, Investment Management, 401k, Asset Management, Asset Allocation, Series 7, Securities, Options, Investment Advisory, Financial Services, Project Management, Training, Microsoft Excel, Management

Education
Oakton Community College   1980 — 1989
n/a, Business Administration and Management, General

Hinsdale South   1973 — 1976

Kaci Scott Kaci Scott Houston, Texas Area Details
Kaci Scott's The Mutual Fund Store Experience August 2007 - October 2009
Job Housing Contractor at Vectrus
Industry Financial Services
Experience
Vectrus  May 2015 - Present
NEXT Financial Group, Inc.   November 2013 - April 2015
Harris County Sheriff's Office  October 2012 - November 2013
Advance America  April 2010 - September 2012
The Mutual Fund Store   August 2007 - October 2009
Venturi Partners  December 2006 - May 2007
InvescoAim Management Group, Inc   January 2000 - September 2006
Bank of America  May 1997 - January 2000

Skills
Customer Relations, Customer Service, Retail, Mutual Funds, Microsoft Office, Word, Research, Problem Solving, Call Center, Client Retention, Marketing, Microsoft Word, Banking, Management, Analysis, Customer Retention, Payroll, Accounting, Team Building, Call Centers, Leadership, CRM, Risk Management, Sales

Education
Dillard University   1989 — 1992
Criminal Justice and Corrections

Jeffrey Klever Jeffrey Klever Phoenix, Arizona Area Details
Jeffrey Klever's The Mutual Fund Store Experience November 2012 - Present
Job Senior Vice President Investments Investment Advisor
Industry Financial Services
Experience
The Mutual Fund Store   November 2012 - Present
TD Ameritrade  September 2007 - November 2012
Wells Fargo Investments  May 2006 - September 2007
Charles Schwab  1998 - 2005

Skills
Series 3, series 4, Series 7, Series 8, Series 24, Series 63, Series 66, Sales, Sales Presentations, Investment Portfolio, Wealth Management, Trading, Derivatives, Options Strategies, Fixed Income, Public Speaking, Mutual Funds, Investments, Options, Retirement Planning, Personal Financial..., FINRA, Strategic Financial..., Financial Markets, Technical Analysis, Risk Management, Asset Allocation, Portfolio Management, Securities, Asset Management, Investment Advisory, Alternative Investments, Equities, Finance, Financial Advisory, Investment Strategies, Social Security, Banking, Retirement, Financial Services, Bonds, Credit, Hedge Funds, 401k, Investment Management, Hedging, IRAs, Estate Planning, Stocks, Capital Markets

Education
Arizona State University
Bachelor of Science (B.S.), Finance

Carrie Streeter Carrie Streeter Kansas City, Missouri Area Details
Carrie Streeter's The Mutual Fund Store Experience April 2012 - Present
Job Client Account Services Representative at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store   April 2012 - Present
US Central Bridge   December 2007 - April 2012
Rydex Investments  2005 - 2007

Skills
Asset Management, Banking, Customer Service, Financial Services, Investments, Management, Mutual Funds, Process Improvement, Relationship Management, Risk Management, Securities

Education
Hiawatha High School

Pittsburg State University
Bachelor of Business Administration (B.B.A.)

Mira Bailey Mira Bailey Willoughby, Ohio Details
Mira Bailey's The Mutual Fund Store Experience May 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
The Mutual Fund Store   May 2015 - Present
Eileen M Burkhart & Co LLC   August 2012 - June 2013
UBS  2007 - 2009
KeyBank/McDonald Investments   1993 - 2009

Skills
Investments, Budgets, Strategic Financial..., Management, Finance, Human Resources, Employee Benefits, Business Analysis, Business Strategy, Business Planning, Mergers & Acquisitions, Portfolio Management, Banking, Risk Management, Asset Management, Recruiting

Education
The University of Akron   1985 — 1989
Bachelor of Business Administration, Finance

Lake Catholic High School   1981 — 1985

Mayer Scott Mayer Scott Overland Park, Kansas Details
Mayer Scott's The Mutual Fund Store Experience 1999 - 2001
Job Experienced Consumer Lender
Industry Financial Services
Experience
Metcalf Bank  2002 - December 2013
Robert Half Finance & Accounting  2001 - 2002
The Mutual Fund Store   1999 - 2001
Investor's Fiduciary Trust Company N/K/A State Street   1998 - 1999

Skills
Customer-focused Service, Consumer Lending, Home Equity Loans, Home Equity Lines of..., Car Loans, Cash Reserve Line of..., Microsoft Office, Banking Software, Decision Pro Lending..., Insurance Claims on..., Cross Selling, Organization, Customer Communication, Commitment to Quality, Commitment to Customer..., Spreadsheets, Financial Accounting, Account Management, Collections, Consumer Loan..., Consumer Loan..., Financial Analysis, Operational Efficiency, Centerpiece Financial..., Loans, Underwriting, Customer Service, Portfolio Management

Education
Kansas State University   1993 — 1998
Bachelor of Arts (B.A.), Finance and Financial Management Services

Catherine Gloner Catherine Gloner Independence, Missouri Details
Catherine Gloner's The Mutual Fund Store Experience April 2015 - Present
Job Sr. Compliance Officer, IACCP
Industry Financial Services
Experience
The Mutual Fund Store   April 2015 - Present
NISA Investment Advisors, L.L.C.   October 2013 - April 2015
Waddell & Reed  January 2012 - October 2013
Scout Investments / UMB   January 2006 - October 2011
UMB Bank  May 2000 - February 2004
DST Systems  June 1996 - April 2000

Skills
Securities, OFAC, AML, Mutual Funds, Securities Regulation, Investment Advisory, Hedge Funds, Compliance Training, Investments, Equities, Series 6, Financial Risk, USA PATRIOT Act, Investment Advisory..., RIA, Code of Ethics, Risk Assessment

Education
Keller Graduate School of Management of DeVry University   2004 — 2006
Master of Accounting and Financial Management, Accounting with a Fraud Emphasis

UMKC
Bachelor of Science (B.S.), Accounting

Steve Crossett Steve Crossett Melbourne, Florida Details
Steve Crossett's The Mutual Fund Store Experience March 2007 - Present
Job Senior Vice President Investments at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store   March 2007 - Present

Skills
Investment Advisory, Investments, Retirement Planning, Asset Allocation, Mutual Funds, Investment Strategies, FINRA, Wealth Management, Financial Advisory, RIA, 401k Rollovers, 401k, Retirement

Education
University of West Florida - College of Business   1988 — 1990
Bachelor of Arts (B.A.), Economics

St. Petersburg College   1986 — 1988
Associate of Arts (A.A.), Business

Kevin Logan, CFP® Kevin Logan, CFP® Los Gatos, California Details
Kevin Logan, CFP®'s The Mutual Fund Store Experience March 2015 - Present
Job Senior Vice President of Investments at The Mutual Fund Store
Industry Investment Management
Experience
The Mutual Fund Store   March 2015 - Present
SHCapital Management, LLC   January 2011 - December 2014
HSBC Securities  2007 - 2011
Bank of America  2005 - 2007
Wachovia Securities  2003 - 2005
Quick & Reilly  1998 - 2002

Skills
Investment Management, Wealth Management, Employer Sponsored..., Technical Analysis, Fundamental Analysis, Equity Trading, Fixed Income Analysis, Futures Trading, Options Strategies, Certified Financial..., Pensions, Financial Advisory, Investment Advisory, Investment Strategies

Education
Saint Bonaventure University   1994 — 1998
Bachelor of Business Administration (BBA), Marketing

The American College   2012 — 2013
Financial Planning, Certfied Financial Planning, 3.3

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