The Society for Financial Awareness
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The Society for Financial Awareness Employees
Employee
Years
Job
Industry
Gibraltar White Jr. Gibraltar White Jr.'s The Society for Financial Awareness Experience May 2014 - Present
Job Membership Recruiter
Industry Financial Services
Experience
The Society for Financial Awareness May 2014 - Present
Payment Systems Corp. May 2013 - May 2014
Verizon Wireless September 2012 - April 2013
US Army November 2008 - May 2011
Skills
Recruiting, Manage Client..., Social Media Marketing, Finance, Credit Cards, Business Planning, Building Relationships, Helping Clients Succeed, Passion for Quality, Television, Entertainment, Social Media, Passion for Helping..., Film, Contract Recruitment, Social Networking, Event Planning, Marketing
Education
Pace University 2004 — 2008
Bachelor of Arts (B.A.), Communication and Media Studies
National Defense Information School 2009 — 2009
Associate of Arts (A.A.), Journalism
Gautier High School 2002 — 2004
Diploma
The Society for Financial Awareness May 2014 - Present
Payment Systems Corp. May 2013 - May 2014
Verizon Wireless September 2012 - April 2013
US Army November 2008 - May 2011
Skills
Recruiting, Manage Client..., Social Media Marketing, Finance, Credit Cards, Business Planning, Building Relationships, Helping Clients Succeed, Passion for Quality, Television, Entertainment, Social Media, Passion for Helping..., Film, Contract Recruitment, Social Networking, Event Planning, Marketing
Education
Pace University 2004 — 2008
Bachelor of Arts (B.A.), Communication and Media Studies
National Defense Information School 2009 — 2009
Associate of Arts (A.A.), Journalism
Gautier High School 2002 — 2004
Diploma
Dane Broadie Dane Broadie's The Society for Financial Awareness Experience July 2014 - Present
Job Founder at Perspectives Financial; SOFA KC Chapter President; Coach
Industry Financial Services
Experience
Perspectives Financial July 2014 - Present
LPL Financial July 2014 - Present
The Society for Financial Awareness July 2014 - Present
Blue Moose Soccer Club April 2014 - Present
National Life Group July 2011 - June 2014
Danisco December 2008 - July 2011
Ernst & Young January 2008 - December 2008
Education
University of Kansas 2004 — 2007
Bachelor of Science, Accounting & Information Systems
Missouri Western State University 2002 — 2004
Accounting
Park hill south
Perspectives Financial July 2014 - Present
LPL Financial July 2014 - Present
The Society for Financial Awareness July 2014 - Present
Blue Moose Soccer Club April 2014 - Present
National Life Group July 2011 - June 2014
Danisco December 2008 - July 2011
Ernst & Young January 2008 - December 2008
Education
University of Kansas 2004 — 2007
Bachelor of Science, Accounting & Information Systems
Missouri Western State University 2002 — 2004
Accounting
Park hill south
Cheyanne Herrera Cheyanne Herrera's The Society for Financial Awareness Experience June 2013 - July 2013
Job Nanny at Private Family
Industry Design
Experience
Private Family August 2014 - Present
Kids Castle Daycare December 2012 - Present
The Society For Financial Awareness June 2013 - July 2013
rue21 March 2011 - August 2012
Bernalillo County June 2011 - July 2012
Skills
Cpr Certified, Microsoft Office, Microsoft Excel, Microsoft Word, Childcare, Cash Register, Retail, Sales, Volunteering, Appointment Scheduling, Cold Calling, Customer Service, Organization, Professional Phone..., Time Management
Education
New Mexico State University 2012 — 2016
Graphic Design; Digital Film, Sophmore
Manzano High School 2009 — 2012
Diploma
Private Family August 2014 - Present
Kids Castle Daycare December 2012 - Present
The Society For Financial Awareness June 2013 - July 2013
rue21 March 2011 - August 2012
Bernalillo County June 2011 - July 2012
Skills
Cpr Certified, Microsoft Office, Microsoft Excel, Microsoft Word, Childcare, Cash Register, Retail, Sales, Volunteering, Appointment Scheduling, Cold Calling, Customer Service, Organization, Professional Phone..., Time Management
Education
New Mexico State University 2012 — 2016
Graphic Design; Digital Film, Sophmore
Manzano High School 2009 — 2012
Diploma
Stephen Finlayson Stephen Finlayson's The Society for Financial Awareness Experience June 2010 - September 2010
Job Sr. Analyst, Supply Chain Finance at UTC Aerospace Systems
Industry Aviation & Aerospace
Experience
UTC Aerospace Systems July 2015 - Present
UTC Aerospace Systems January 2012 - July 2015
Merrill Lynch February 2011 - May 2011
The Daily Aztec February 2010 - December 2010
The Society for Financial Awareness June 2010 - September 2010
Asian Business Association of San Diego June 2010 - September 2010
Skills
Microsoft Excel, Financial Analysis, SAP, Analysis, Program Management, Budgets, PowerPoint, Microsoft Office, Financial Modeling, Financial Reporting
Education
San Diego State University-California State University
Bachelor of Science, Finance
UTC Aerospace Systems July 2015 - Present
UTC Aerospace Systems January 2012 - July 2015
Merrill Lynch February 2011 - May 2011
The Daily Aztec February 2010 - December 2010
The Society for Financial Awareness June 2010 - September 2010
Asian Business Association of San Diego June 2010 - September 2010
Skills
Microsoft Excel, Financial Analysis, SAP, Analysis, Program Management, Budgets, PowerPoint, Microsoft Office, Financial Modeling, Financial Reporting
Education
San Diego State University-California State University
Bachelor of Science, Finance
Mark J. Stevens, CFP ® Mark J. Stevens, CFP ®'s The Society for Financial Awareness Experience July 2014 - Present
Job Wealth Event Planner, Stevens Wealth Strategies helping you prepare for RETIREMENT & other key events & life transitions
Industry Financial Services
Experience
Stevens Wealth Strategies January 1991 - Present
Fiscal Fitness Center January 2012 - Present
The Society for Financial Awareness July 2014 - Present
Integrated Financial Group The Brain Trust January 2002 - Present
LPL Financial August 2011 - Present
Foundation for Personal Finance Education January 2010 - July 2014
Porarro and Associates December 1991 - January 2002
Mortgage Plus, Inc April 1989 - December 1991
Skills
Estate Planning, Financial Goals, College Funding..., Tax, Retirement Planning, Strategic Financial..., Investments, Retirement, Wealth Management, Investment Advisory, Financial Advisory, Series 7
Education
College for Financial Planning 1998 — 1998
CFP®, Finance
Georgia State University - J. Mack Robinson College of Business 1983 — 1988
bs, finance
Archbishop Alter High School 1979 — 1982
High School Diploma
Stevens Wealth Strategies January 1991 - Present
Fiscal Fitness Center January 2012 - Present
The Society for Financial Awareness July 2014 - Present
Integrated Financial Group The Brain Trust January 2002 - Present
LPL Financial August 2011 - Present
Foundation for Personal Finance Education January 2010 - July 2014
Porarro and Associates December 1991 - January 2002
Mortgage Plus, Inc April 1989 - December 1991
Skills
Estate Planning, Financial Goals, College Funding..., Tax, Retirement Planning, Strategic Financial..., Investments, Retirement, Wealth Management, Investment Advisory, Financial Advisory, Series 7
Education
College for Financial Planning 1998 — 1998
CFP®, Finance
Georgia State University - J. Mack Robinson College of Business 1983 — 1988
bs, finance
Archbishop Alter High School 1979 — 1982
High School Diploma
yafei ding yafei ding's The Society for Financial Awareness Experience April 2012 - June 2012
Job Business Development at IGIS Technologies
Industry Management Consulting
Experience
TheTalkList July 2012 - Present
IGIS Technologies June 2012 - Present
The Society for Financial Awareness April 2012 - June 2012
Torrey Hills Technologies, LLC December 2011 - January 2012
Life+Gear, Inc. November 2011 - December 2011
Guangzhou Tianhai Lace Company July 2007 - January 2011
Guangzhou Tianhai Lace Company July 2005 - July 2007
Guangzhou Tianhai Lace Company July 2003 - July 2007
Skills
Marketing, Data Analysis, Strategic Planning, Product Management, Business Development, Market Research, Business Strategy, Competitive Analysis, Marketing Strategy, Project Management, Strategy, Business Analysis, Operations Management, Analytics, Cross-functional Team..., Product Development, Analysis, Team Building, Business Planning, Program Management, Leadership
Education
University of California, San Diego - The Rady School of Management 2011 — 2013
MBA, MBA
Sun Yat-Sen University 2007 — 2010
Master, Project management
South China University of Technology 1999 — 2003
B.S, Electric Engineering
TheTalkList July 2012 - Present
IGIS Technologies June 2012 - Present
The Society for Financial Awareness April 2012 - June 2012
Torrey Hills Technologies, LLC December 2011 - January 2012
Life+Gear, Inc. November 2011 - December 2011
Guangzhou Tianhai Lace Company July 2007 - January 2011
Guangzhou Tianhai Lace Company July 2005 - July 2007
Guangzhou Tianhai Lace Company July 2003 - July 2007
Skills
Marketing, Data Analysis, Strategic Planning, Product Management, Business Development, Market Research, Business Strategy, Competitive Analysis, Marketing Strategy, Project Management, Strategy, Business Analysis, Operations Management, Analytics, Cross-functional Team..., Product Development, Analysis, Team Building, Business Planning, Program Management, Leadership
Education
University of California, San Diego - The Rady School of Management 2011 — 2013
MBA, MBA
Sun Yat-Sen University 2007 — 2010
Master, Project management
South China University of Technology 1999 — 2003
B.S, Electric Engineering
Todd Carmack Todd Carmack's The Society for Financial Awareness Experience 2012 - 2014
Job Investment Advisor Representative Bedrock Investment Advisors
Industry Financial Services
Experience
Public Sector Retirement Educators August 2014 - Present
Heartland Institute of Financial Education October 2010 - July 2015
The Society for Financial Awareness 2012 - 2014
Life and Health Insurance February 1997 - October 2010
Skills
Employee Benefits, Property & Casualty..., Small Business, Insurance, Underwriting, Investments, Fixed Annuities, Marketing, Health Insurance, Term Life Insurance, Life Insurance, Universal Life, Whole Life, Mortgage Lending, Disability Insurance, Commercial Insurance, Customer Service, Business Development, Public Speaking
Education
Hempstead High School
Bachlors
Iowa State University
Bachlors
Public Sector Retirement Educators August 2014 - Present
Heartland Institute of Financial Education October 2010 - July 2015
The Society for Financial Awareness 2012 - 2014
Life and Health Insurance February 1997 - October 2010
Skills
Employee Benefits, Property & Casualty..., Small Business, Insurance, Underwriting, Investments, Fixed Annuities, Marketing, Health Insurance, Term Life Insurance, Life Insurance, Universal Life, Whole Life, Mortgage Lending, Disability Insurance, Commercial Insurance, Customer Service, Business Development, Public Speaking
Education
Hempstead High School
Bachlors
Iowa State University
Bachlors
Hal Pollov Hal Pollov's The Society for Financial Awareness Experience October 2009 - Present
Job Financial Planner | Asset Manager | Wealth Management | Speaker | CEO Oasis Asset Management
Industry Financial Services
Experience
The Society for Financial Awareness October 2009 - Present
The Oasis Asset Management Group Inc. November 2005 - Present
Advest, Inc February 1996 - November 2005
Prudential Securities 1987 - 1996
Skills
Asset Managment, Wealth, Retirement Planning, Wealth Management, Asset Management, Strategic Financial..., Investment Advisory, 401k, Investment Strategies, Investments, Estate Planning, Financial Planning, IRAs, Leadership, Portfolio Management, Finance, Financial Services
Education
Weatherhead School of Management at Case Western Reserve University 1971 — 1972
MBA, Business
The Ohio State University 1963 — 1967
BSBA, Marketing and psychology
Cleveland Heights High School 1959 — 1963
Heights Hign School
The Society for Financial Awareness October 2009 - Present
The Oasis Asset Management Group Inc. November 2005 - Present
Advest, Inc February 1996 - November 2005
Prudential Securities 1987 - 1996
Skills
Asset Managment, Wealth, Retirement Planning, Wealth Management, Asset Management, Strategic Financial..., Investment Advisory, 401k, Investment Strategies, Investments, Estate Planning, Financial Planning, IRAs, Leadership, Portfolio Management, Finance, Financial Services
Education
Weatherhead School of Management at Case Western Reserve University 1971 — 1972
MBA, Business
The Ohio State University 1963 — 1967
BSBA, Marketing and psychology
Cleveland Heights High School 1959 — 1963
Heights Hign School
Morgan Wam's The Society for Financial Awareness Experience May 2013 - Present
Job Intern at The Society for Financial Awareness
Industry Marketing and Advertising
Experience
The Society for Financial Awareness May 2013 - Present
Gameday Sports January 2007 - August 2012
Baseball ASAP October 2010 - June 2011
Skills
Marketing, Microsoft Office, Customer Service, Illustrator, Social Media Marketing, Photoshop, Microsoft Word, PowerPoint, Social Media, Microsoft Excel
Education
Northern Arizona University 2011 — 2015
Bachelor of Science (BS), Business/Managerial Economics
University of Arizona 2011 — 2012
Economics/General Education
The Society for Financial Awareness May 2013 - Present
Gameday Sports January 2007 - August 2012
Baseball ASAP October 2010 - June 2011
Skills
Marketing, Microsoft Office, Customer Service, Illustrator, Social Media Marketing, Photoshop, Microsoft Word, PowerPoint, Social Media, Microsoft Excel
Education
Northern Arizona University 2011 — 2015
Bachelor of Science (BS), Business/Managerial Economics
University of Arizona 2011 — 2012
Economics/General Education
Christopher Hensley Christopher Hensley's The Society for Financial Awareness Experience July 2010 - Present
Job President of the Houston Midtown Chapter Of SOFA
Industry Financial Services
Experience
The Society for Financial Awareness July 2010 - Present
"Money Matters" Radio Show May 2013 - Present
Houston First Financial Group July 2012 - Present
Merrill Lynch May 2011 - April 2012
Next Financial November 2009 - February 2011
Houston First Financial Group September 2008 - February 2011
Next Financial July 2008 - November 2009
Chase Bank 2005 - 2006
UBS Financial Services 2002 - 2004
American Express Financial Advisors April 2000 - January 2001
Skills
Wealth Management, Retirement Planning, Financial Advisory, Investment Advisory, Investments, Strategic Financial..., 401k, Asset Allocation, Asset Managment, Investment Strategies, Portfolio Management, Public Speaking, Financial Literacy..., Group Benefit Plans, 529 Plans, 401k Rollovers, Life Insurance, Financial Education, College Savings Plans, College Education..., Retirement Plan..., Seminars, Workshops, Workplace Relations, Human Resource..., Literacy, ERISA, Long-term Care, Series 63, Investment Management, Securities, Coaching, Asset Management, Employee Benefits, Wealth, Mutual Funds, IRAs, Recruiting, Estate Planning, Fixed Annuities, Disability Insurance, Retirement, Alternative Investments, Leadership, Financial Services, Insurance, Personal Finance, Finance, Series 6, Financial Planners
Education
University of Houston 1996 — 2000
Philosophy, English
Hastings/ Elsik 1989 — 1992
Christopher Hensley
Holub Middle School
The Society for Financial Awareness July 2010 - Present
"Money Matters" Radio Show May 2013 - Present
Houston First Financial Group July 2012 - Present
Merrill Lynch May 2011 - April 2012
Next Financial November 2009 - February 2011
Houston First Financial Group September 2008 - February 2011
Next Financial July 2008 - November 2009
Chase Bank 2005 - 2006
UBS Financial Services 2002 - 2004
American Express Financial Advisors April 2000 - January 2001
Skills
Wealth Management, Retirement Planning, Financial Advisory, Investment Advisory, Investments, Strategic Financial..., 401k, Asset Allocation, Asset Managment, Investment Strategies, Portfolio Management, Public Speaking, Financial Literacy..., Group Benefit Plans, 529 Plans, 401k Rollovers, Life Insurance, Financial Education, College Savings Plans, College Education..., Retirement Plan..., Seminars, Workshops, Workplace Relations, Human Resource..., Literacy, ERISA, Long-term Care, Series 63, Investment Management, Securities, Coaching, Asset Management, Employee Benefits, Wealth, Mutual Funds, IRAs, Recruiting, Estate Planning, Fixed Annuities, Disability Insurance, Retirement, Alternative Investments, Leadership, Financial Services, Insurance, Personal Finance, Finance, Series 6, Financial Planners
Education
University of Houston 1996 — 2000
Philosophy, English
Hastings/ Elsik 1989 — 1992
Christopher Hensley
Holub Middle School
Tyler Pyke Tyler Pyke's The Society for Financial Awareness Experience February 2012 - Present
Job Technology Manager
Industry Nonprofit Organization Management
Experience
The Society for Financial Awareness February 2012 - Present
Children's Physicians Medical Group September 2007 - May 2011
International Security April 2006 - May 2007
Sony (StaffMark) February 2005 - April 2006
Skills
Media Relations, Strategic Communications, Social Media, Non-profits, Public Relations, Corporate Communications, Marketing Communications, Editing, Internal Communications, Social Media Marketing, SEO, Facebook, Leadership, Management, Blogging, Nonprofits, Salesforce.com, Training, Insurance, PowerPoint, Marketing, Time Management, Customer Service, Teamwork, Public Speaking, Coaching, Entrepreneurship, Small Business, Leadership Development, Employee Benefits, Fundraising, Sales, Strategic Planning, Event Planning, Marketing Strategy, Advertising, Recruiting, Business Planning, Business Development, Social Networking, Personal Finance, Microsoft Office, Community Outreach, Consulting, Online Marketing, Constant Contact, Life Insurance, Email Marketing, Team Building, Health Insurance
Education
ITT Technical Institute-San Diego 2003 — 2006
Santana High School 1998 — 2002
Diploma, General Studies
The Society for Financial Awareness February 2012 - Present
Children's Physicians Medical Group September 2007 - May 2011
International Security April 2006 - May 2007
Sony (StaffMark) February 2005 - April 2006
Skills
Media Relations, Strategic Communications, Social Media, Non-profits, Public Relations, Corporate Communications, Marketing Communications, Editing, Internal Communications, Social Media Marketing, SEO, Facebook, Leadership, Management, Blogging, Nonprofits, Salesforce.com, Training, Insurance, PowerPoint, Marketing, Time Management, Customer Service, Teamwork, Public Speaking, Coaching, Entrepreneurship, Small Business, Leadership Development, Employee Benefits, Fundraising, Sales, Strategic Planning, Event Planning, Marketing Strategy, Advertising, Recruiting, Business Planning, Business Development, Social Networking, Personal Finance, Microsoft Office, Community Outreach, Consulting, Online Marketing, Constant Contact, Life Insurance, Email Marketing, Team Building, Health Insurance
Education
ITT Technical Institute-San Diego 2003 — 2006
Santana High School 1998 — 2002
Diploma, General Studies
Krista Payne Krista Payne's The Society for Financial Awareness Experience September 2012 - December 2012
Job Owner and Director at Key Martial Arts
Industry Marketing and Advertising
Experience
Key Martial Arts January 2014 - Present
Circles and Square January 2012 - August 2013
The Society for Financial Awareness September 2012 - December 2012
Fox & Hound, Alfreds, Bluefin August 2008 - December 2009
MJ Productions January 2006 - January 2008
Skills
Event Management, Event Planning, Marketing Strategy, Social Media Marketing, Marketing, Customer Service, Public Relations, Photoshop, InDesign, Sales, Salesforce.com, Constant Contact, Hootsuite, Podbean, Wordpress, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Publisher, Microsoft Word, Adobe Creative Suite, Adobe Acrobat, Conference Coordination, Webinars, Brand Developement, Brand Implementation, Brand Management, Facebook, Twitter, LinkedIn, Pintrest, Social Media, Illustrator, Marketing Communications, Copywriting
Education
The University of Memphis 2008 — 2011
Bachelor of Arts (B.A.), Public Relations/Image Management
The University of Texas at Arlington 2007 — 2008
Key Martial Arts January 2014 - Present
Circles and Square January 2012 - August 2013
The Society for Financial Awareness September 2012 - December 2012
Fox & Hound, Alfreds, Bluefin August 2008 - December 2009
MJ Productions January 2006 - January 2008
Skills
Event Management, Event Planning, Marketing Strategy, Social Media Marketing, Marketing, Customer Service, Public Relations, Photoshop, InDesign, Sales, Salesforce.com, Constant Contact, Hootsuite, Podbean, Wordpress, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Publisher, Microsoft Word, Adobe Creative Suite, Adobe Acrobat, Conference Coordination, Webinars, Brand Developement, Brand Implementation, Brand Management, Facebook, Twitter, LinkedIn, Pintrest, Social Media, Illustrator, Marketing Communications, Copywriting
Education
The University of Memphis 2008 — 2011
Bachelor of Arts (B.A.), Public Relations/Image Management
The University of Texas at Arlington 2007 — 2008
Ive C. Edwards Jr Ive C. Edwards Jr's The Society for Financial Awareness Experience October 2009 - March 2011
Job President/Owner at Next Level Financial, LLC
Industry Financial Services
Experience
The Heartland Group/Penn Mutual Life Insurance Company March 2013 - Present
Next Level Financial, LLC January 2009 - Present
Prime Marketing Group Alliance, Inc May 1997 - Present
The Society for Financial Awareness October 2009 - March 2011
Michigan State Police 1978 - 2003
Skills
Estate Planning, Retirement Planning, Annuities, Roth IRA, IRA's, Health Insurance, Insurance, Financial Planning, Long Term Care, Medicare Supplements, Medicare Part D, 401k Rollovers, Long-term Care, IRAs, Fixed Annuities, Strategic Financial..., Retirement, Medicare, Public Speaking, Youth Mentoring, Bible teaching, Strategic Planning, Business Planning, Mentoring, police, Interviewing Skills, Motivational Speaking, Microsoft Office, Leadership, Term Life Insurance, Life & Health Insurance..., Life Insurance, Risk Management, Nonprofits, Homeland Security, Evidence, Financial Services, 401k, Police, Criminal Investigations, Employee Benefits, Asset Protection, Protection, Training, Whole Life, Disability Insurance, Wealth Management, Background Checks, Investigation, Interrogation
Education
Northwesten Unversity Traffic Institute 2000 — 2000
Certificate, Police Staff and Command
Wayne State University 1975 — 1982
BA, Criminal Justice
The American College
The Heartland Group/Penn Mutual Life Insurance Company March 2013 - Present
Next Level Financial, LLC January 2009 - Present
Prime Marketing Group Alliance, Inc May 1997 - Present
The Society for Financial Awareness October 2009 - March 2011
Michigan State Police 1978 - 2003
Skills
Estate Planning, Retirement Planning, Annuities, Roth IRA, IRA's, Health Insurance, Insurance, Financial Planning, Long Term Care, Medicare Supplements, Medicare Part D, 401k Rollovers, Long-term Care, IRAs, Fixed Annuities, Strategic Financial..., Retirement, Medicare, Public Speaking, Youth Mentoring, Bible teaching, Strategic Planning, Business Planning, Mentoring, police, Interviewing Skills, Motivational Speaking, Microsoft Office, Leadership, Term Life Insurance, Life & Health Insurance..., Life Insurance, Risk Management, Nonprofits, Homeland Security, Evidence, Financial Services, 401k, Police, Criminal Investigations, Employee Benefits, Asset Protection, Protection, Training, Whole Life, Disability Insurance, Wealth Management, Background Checks, Investigation, Interrogation
Education
Northwesten Unversity Traffic Institute 2000 — 2000
Certificate, Police Staff and Command
Wayne State University 1975 — 1982
BA, Criminal Justice
The American College
Lonny Cheuk Lonny Cheuk's The Society for Financial Awareness Experience February 2011 - February 2012
Job Senior Consultant at Booz Allen Hamilton
Industry Management Consulting
Experience
Booz Allen Hamilton November 2013 - Present
SmartDraw Software, LLC February 2013 - October 2013
SmartDraw Software, LLC June 2012 - February 2013
InterVarsity USA June 2011 - June 2012
The Society for Financial Awareness February 2011 - February 2012
UC San Diego Extension April 2009 - September 2011
A-World Consulting Ltd. June 2006 - August 2006
Skills
Microsoft Office, Research, Excel, PowerPoint, Word, Salesforce.com, SmartDraw, Microsoft Publisher, Premiere, Illustrator, Photoshop, Microsoft Excel, Microsoft Word, SPIN Selling, Solution Selling, Strategic Selling, Teamwork, Leadership, Sales, Social Media Marketing, Leadership Development, Marketing, Time Management, Customer Service, Outlook
Education
University of California, San Diego 2007 — 2011
BA, International Studies - Econ/Poli Sci
Booz Allen Hamilton November 2013 - Present
SmartDraw Software, LLC February 2013 - October 2013
SmartDraw Software, LLC June 2012 - February 2013
InterVarsity USA June 2011 - June 2012
The Society for Financial Awareness February 2011 - February 2012
UC San Diego Extension April 2009 - September 2011
A-World Consulting Ltd. June 2006 - August 2006
Skills
Microsoft Office, Research, Excel, PowerPoint, Word, Salesforce.com, SmartDraw, Microsoft Publisher, Premiere, Illustrator, Photoshop, Microsoft Excel, Microsoft Word, SPIN Selling, Solution Selling, Strategic Selling, Teamwork, Leadership, Sales, Social Media Marketing, Leadership Development, Marketing, Time Management, Customer Service, Outlook
Education
University of California, San Diego 2007 — 2011
BA, International Studies - Econ/Poli Sci
H. Lee Miller's The Society for Financial Awareness Experience 2012 - Present
Job President, Miller Financial Group, LLC
Industry Financial Services
Experience
The Society for Financial Awareness 2012 - Present
Miller Financial Group, LLC June 2007 - Present
Unity Mortgage Corporation January 2007 - June 2008
American Reverse Mortgage® (ARM) 2001 - 2005
Skills
Residential Mortgages, Loans, FHA, Mortgage Lending, Insurance, Customer Service
Education
University of Hawaii-West Oahu 1971 — 1973
Computer Science
The Society for Financial Awareness 2012 - Present
Miller Financial Group, LLC June 2007 - Present
Unity Mortgage Corporation January 2007 - June 2008
American Reverse Mortgage® (ARM) 2001 - 2005
Skills
Residential Mortgages, Loans, FHA, Mortgage Lending, Insurance, Customer Service
Education
University of Hawaii-West Oahu 1971 — 1973
Computer Science
Lynne Geise's The Society for Financial Awareness Experience 2010 - 2013
Job Available Administrative Specialist
Industry Executive Office
Experience
The Society for Financial Awareness 2010 - 2013
Geise Electric 2007 - 2010
Marcon Engineering 2006 - 2007
FedEx Express 1997 - 2006
Skills
PowerPoint, Public Speaking, HR Policies, Confidentiality, Employee Relations, Community Outreach, Outlook, Microsoft Office, Recruiting, Office Management, Non-profits, Sales, Performance Management, Employee Benefits, Benefits Administration, Conflict Resolution, Onboarding, Research, Customer Service, Event Planning, Salesforce, Management, Hiring, Nonprofits, Time Management, Team Building, Payroll, Human Resources, Salesforce.com, Policy
Education
University of California, San Diego
Human Resources Management Certificate
The Society for Financial Awareness 2010 - 2013
Geise Electric 2007 - 2010
Marcon Engineering 2006 - 2007
FedEx Express 1997 - 2006
Skills
PowerPoint, Public Speaking, HR Policies, Confidentiality, Employee Relations, Community Outreach, Outlook, Microsoft Office, Recruiting, Office Management, Non-profits, Sales, Performance Management, Employee Benefits, Benefits Administration, Conflict Resolution, Onboarding, Research, Customer Service, Event Planning, Salesforce, Management, Hiring, Nonprofits, Time Management, Team Building, Payroll, Human Resources, Salesforce.com, Policy
Education
University of California, San Diego
Human Resources Management Certificate