The Strategic Financial Alliance

Industry: Company

Description

Parent organization: SFA HOLDINGS INC Subsidiary: The Strategic Financial Alliance, Inc., Asset Management Arm

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The Strategic Financial Alliance Employees

Employee
Years
Job
Industry
Linda Grady Linda Grady Greater Milwaukee Area Details
Linda Grady's The Strategic Financial Alliance Experience January 2014 - August 2015
Job Relationship Banker at JP Morgan Chase Bank, NA
Industry Financial Services
Experience
JP Morgan Chase Bank, NA  August 2015 - Present
Women in Aviation Oshkosh   2011 - Present
Women in Aviation Oshkosh   2011 - Present
Association for Women Lawyers   September 2014 - August 2015
Clearpath Financial Partners   August 2014 - August 2015
The Strategic Financial Alliance   January 2014 - August 2015
Association for Women Lawyers   October 2013 - September 2014
Merrill Lynch  November 2011 - December 2013
Association for Women Lawyers   2010 - 2012
Prudential Financial  June 2009 - August 2011

Education
Hamline University School of Law   1985 — 1988
JD, Law

University of Wisconsin-Madison   1982 — 1984
BA, French/International Relations

Hartford Union High School

Diane Sween Diane Sween Greater Milwaukee Area Details
Diane Sween's The Strategic Financial Alliance Experience November 2010 - December 2013
Job Investment Advisor Representative at Global View Capital Management, Ltd.
Industry Financial Services
Experience
Global View Capital Advisors  February 2011 - Present
Global View Capital Management, Ltd.   January 2014 - Present
The Strategic Financial Alliance   November 2010 - December 2013
Investment Advisors International  May 2006 - November 2010

Skills
Financial Planners, Portfolio Management, Small Business, Strategic Planning, Disability Insurance, Business Planning, Long-term Care, Investment Strategies, Personal Finance, Long Term Care Insurance, Coaching

Education
Medical College of Wisconsin
BSN, Nursing

Kimberly Surber, CFP CDFA Kimberly Surber, CFP CDFA Greater Los Angeles Area Details
Kimberly Surber, CFP CDFA's The Strategic Financial Alliance Experience October 2001 - Present
Job Helping Clients and their Families to Live Their Life's Vision
Industry Financial Services
Experience
Encore Financial Consulting   October 2001 - Present
The Strategic Financial Alliance   October 2001 - Present
Waddell & Reed  September 2000 - September 2001
Invest Financial  1998 - 2000

Skills
Retirement Planning, Retirement, Strategic Financial..., Financial Planners, Portfolio Management, Fixed Annuities, Investment Advisory, IRAs, Long Term Care Insurance, Wealth Management, Series 7, 401k, Social Security Income..., 401k Rollovers, 529 Plans, Disability Insurance, Life Insurance, Certified Financial..., Mutual Funds, Estate Planning, Investment Strategies, Investment Management, Small Business, Long-term Care, Securities, Financial Advisory, Insurance, Investments, Series 63, Term Life Insurance, Whole Life, Variable Annuities, Wealth, FINRA, Series 6, Financial Services, Finance, Roth IRA, Asset Allocation, Personal Finance, Wealth Management..., Asset Management, Universal Life

Education
Oglethorpe University   1998 — 2000
Certified Financial Planner, CFP Program

University of California, Los Angeles   1992 — 1995
BA, Music Performance

California State University-Long Beach   1989 — 1992
BA, Music Performance

Scott Levy Scott Levy Norcross, Georgia Details
Scott Levy's The Strategic Financial Alliance Experience September 2012 - Present
Job Partner at Prehmus Financial Partners
Industry Investment Management
Experience
The Strategic Financial Alliance   September 2012 - Present
Capstone Financial Partners  September 1997 - August 2012

Skills
Alternative Investments, Tax-advantaged..., Retirement Planning, Wealth Management, Strategic Financial..., Investments, Finance, Asset Management, Financial Services, Insurance, Estate Planning, Asset Allocation, IRAs, Small Business, Financial Advisory, Risk Management, Investment Advisory, 401k, Mutual Funds, Series 7

Education
Auburn University   1993 — 1997
Bachelor of Science (BS), Marketing

Oglethorpe University   1999 — 2001
Certified Financial Planner Program

Paul L. Goenner Paul L. Goenner Greater Minneapolis-St. Paul Area Details
Paul L. Goenner's The Strategic Financial Alliance Experience November 2010 - Present
Job
Industry Financial Services
Experience
ClearStep Financial   October 2013 - Present
The Strategic Financial Alliance   November 2010 - Present
Global View Capital Advisors  November 2010 - October 2013
HD Vest Financial Services  June 2009 - October 2010

Skills
Investments, Financial Advisory, Financial Services, Strategy, Securities, Small Business, Training, Finance, Wealth Accumulation, Retirement Planning, Fixed Annuities, Retirement

Education
Anoka Ramsey Community College   1980 — 1988
AS, Electronic Engineering Technology

St. Cloud State University

Dan Kyle Dan Kyle Greater Milwaukee Area Details
Dan Kyle's The Strategic Financial Alliance Experience November 2010 - August 2013
Job On Air Personality/Production at Milwaukee Radio Alliance
Industry Marketing and Advertising
Experience
Milwaukee Radio Alliance  December 2014 - Present
Brandcast   January 2013 - Present
Clear Channel Broadcasting  October 2008 - Present
Dan Kyle Productions   February 1997 - Present
Global View Capital Advisors  February 2011 - August 2013
The Strategic Financial Alliance   November 2010 - August 2013
Kolosso for Congress   July 2009 - November 2010
Investment Advisor International   September 2007 - November 2010
Journal Broadcast Group WKTI   1997 - 2008
Journal Broadcast Group WTMJ   1997 - 2008

Skills
Radio, Broadcast, Strategy, Voice Acting, Creative Writing, Commercials, Investments, Financial Services, Finance, Financial Advisory, Emcee, Public Speaking, Sports, Marketing, Social Media Marketing, Securities, Advertising, Marketing Strategy, Event Planning, Strategic Planning, Customer Service, Sales, Radio Advertising, Public Relations, Radio Host, Social Media, Radio Broadcasting, Adobe Audition, Radio Producing, New Business Development, Social Networking, Voice Over, New Media, Digital Media, Television, Media Relations, Facebook, Advertising Sales, Broadcast Journalism, Audio Editing, Video Production

Education
Gateway Technical College
Associates Degree, Radio Broadcasting

Muskego High

University of Wisconsin-Waukesha

Dustin G. Smith Dustin G. Smith Pleasant Grove, Utah Details
Dustin G. Smith's The Strategic Financial Alliance Experience October 2010 - December 2013
Job Ideal Life Advisor
Industry Financial Services
Experience
Black Swan Legacy Group, LLC   2012 - Present
The Strategic Financial Alliance   October 2010 - December 2013
Investment Advisors International  2006 - 2010
Focus First Financial   2004 - 2006

Education
The American College

Brigham Young University   1993 — 2000

Patricia Beine Patricia Beine Greater Milwaukee Area Details
Patricia Beine's The Strategic Financial Alliance Experience August 2002 - Present
Job Investment Adviser Representative, The Strategic Financial Alliance
Industry Financial Services
Experience
The Strategic Financial Alliance   August 2002 - Present

Skills
Financial Advisory, Securities

Education
Cardinal Stritch University
Bachelors in Business Finance, Business Finance

Monroe High School

Alan Solon Alan Solon Greater Atlanta Area Details
Alan Solon's The Strategic Financial Alliance Experience January 2010 - August 2012
Job President & CEO at EcoVest Capital LLC
Industry Capital Markets
Experience
EcoVest Capital, LLC   August 2012 - Present
The Strategic Financial Alliance   January 2010 - August 2012

Skills
Series 7, Retirement Planning, Investments, Investment Advisory, Fixed Annuities, Wealth Management, Alternative Investments, Asset Management, Mutual Funds, Securities, Portfolio Management

Education
State University of New York College at Geneseo   1977 — 1981
Bachelor's Degree

Julian Rappaport Julian Rappaport Boca Raton, Florida Details
Julian Rappaport's The Strategic Financial Alliance Experience June 2007 - April 2011
Job Senior Investment Specialist at National Securities
Industry Financial Services
Experience
National Securities  May 2011 - Present
The Strategic Financial Alliance   June 2007 - April 2011

Skills
Strategic Financial..., Wealth Management, Mutual Funds, Retirement Planning, Investments, Investment Advisory, Securities, Series 63, Portfolio Management, Uniform Combined State..., Financial Analysis, Asset Management, Asset Allocation, Series 7, Equities, Bloomberg, Retirement, Fixed Annuities, Financial Services, Fixed Income, Bonds, Financial Planning

Education
The American College   1971 — 1973
Charterred Life Underwriter

Penn State University   1953 — 1957
B.S, accounting

J. Lee Pence CFP(R) AAMS(R) J. Lee Pence CFP(R) AAMS(R) Greater Atlanta Area Details
J. Lee Pence CFP(R) AAMS(R)'s The Strategic Financial Alliance Experience 2003 - Present
Job Certified Financial Planner(tm) Practitioner
Industry Financial Services
Experience
Dave Ramsey's Financial Peace University   January 2011 - Present
John Lee Pence CFP(R) AAMS(R)   January 2003 - Present
The Strategic Financial Alliance   2003 - Present
CFP Board  2006 - 2014
Center for Family Resources  2001 - 2002
US Army  June 1991 - March 1993
US Army  1980 - 1993
Germany  1980 - 1993
US Army Germany  1980 - 1984

Skills
Retirement Planning, Strategic Financial..., Estate Planning, Investment Advisory, Retirement, Investments, Wealth Management, Financial Advisory, 401k, Mutual Funds, Fixed Annuities, 401k Rollovers, Securities, Financial Planners, Series 7, Wealth, Wealth Accumulation, Long Term Care Insurance, IRAs, Financial Services, Charities, Portfolio Management, Investment Strategies, Asset Allocation, Pensions, Alternative Investments, FINRA, Personal Finance, Small Business, High Net Worth..., Insurance, Finance, Series 63, Investment Management, Asset Management, Life Insurance, Disability Insurance, Long-term Care

Education
First Presbyterian Church FPU   2003 — 2014
Coordinator of Financial Ministry, Dave Ramsey's Financial Peace University (FPU)

Kennesaw State University   2003 — 2005
Certificate in Financial Planning, CFP(R) Certification Jan. 2004

Defense Language Institute   1980 — 1980
NA, German

University of North Georgia   1969 — 1973
BBA, Accounting

Dalton High School   1966 — 1969
High School Graduate, High School/Secondary Diplomas and Certificates

Anil Sarad Anil Sarad Toronto, Canada Area Details
Anil Sarad's The Strategic Financial Alliance Experience February 2005 - March 2008
Job Mortgage Specialist at BMO Bank Of Montreal
Industry Banking
Experience
BMO Bank Of Montreal  March 2008 - Present
Bank of Montreal  March 2008 - Present
The Strategic Financial Alliance   February 2005 - March 2008
Clarica Financial Services  September 2003 - February 2008

Skills
Refinance, Purchase, Mortgage, Home, FHA, Mortgage Lending, First Time Home Buyers, Conventional, Reverse Mortgages, Residential, Debt Consolidation, Residential Homes, Investment Properties, Residential Mortgages, Wealth Management, Finance, Strategic Financial..., Life Insurance, Mutual Funds, Disability Insurance, Commercial Mortgages, Certified Mortgage..., Small Business, Mortgage Marketing, Loans, Mortgage Underwriting, Credit, Construction Loans

Education
Humber College   1992 — 1994
Business Management, Business Administration

Joshua Slovin Joshua Slovin Greater Atlanta Area Details
Joshua Slovin's The Strategic Financial Alliance Experience June 2006 - August 2006
Job Senior Enterprise Sales Executive at D2L
Industry Computer Software
Experience
D2L  December 2014 - Present
AirWatch  March 2013 - December 2014
AirWatch  May 2012 - March 2013
AppVault  April 2011 - May 2012
Ecko Unlimited  November 2007 - May 2012
The Strategic Financial Alliance   June 2006 - August 2006

Skills
Sales, Marketing Strategy, Social Media Marketing, Account Management, Mobile Devices, Mobile Technology, Salesforce.com, Mobile Device Management, Mobile Content..., Healthcare, Selling, Management, Enterprise Software, Business Development, Lead Generation, Online Advertising, Solution Selling, Advertising, Social Networking, Digital Marketing, SaaS, Leadership, Sales Operations

Education
Georgia State University
Bachelor of Business Administration, Marketing

Alon Rothenberg Alon Rothenberg Atlanta, Georgia Details
Alon Rothenberg's The Strategic Financial Alliance Experience May 2009 - July 2009
Job Regional Food Service On Premise Manager at Monster Energy
Industry Information Technology and Services
Experience
Monster Energy  August 2014 - Present
Monster Energy  October 2011 - August 2014
The Strategic Financial Alliance   May 2009 - July 2009
AEPI   2007 - 2009
HRS Electrical   May 2005 - August 2007
U.S. Soccer Federation (UEFA)   August 2001 - May 2007

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Windows, Business Process, PowerPoint, iDig, Sales, Leadership

Education
University of Georgia - Terry College of Business   2009 — 2011
BBA, MIS/IT

Georgia State University   2007 — 2009

Kimberly Schreiber Kimberly Schreiber Greater Milwaukee Area Details
Kimberly Schreiber's The Strategic Financial Alliance Experience January 2013 - Present
Job Financial Professional at ClearStep Financial
Industry Financial Services
Experience
ClearStep Financial   October 2013 - Present
The Strategic Financial Alliance   January 2013 - Present
BMO Global Asset Management  November 2009 - November 2012
M&I Institutional Trust Services  February 2008 - November 2009
M&I Institutional Trust Services  August 2004 - February 2008
M&I Trust Company  January 2002 - August 2004
State Farm Agent  May 2000 - January 2002

Skills
Strategic Financial..., Investments, Insurance, Retirement Planning, Employee Benefits, Relationship Management, Sales Support, Team Building, Business Development, Client Development

Education
Marquette University   2003 — 2006
MBA

University of Wisconsin-Milwaukee   1998 — 2001
BBA, Marketing and Finance

Mahmud Jetha, CFP® Mahmud Jetha, CFP® Greater Atlanta Area Details
Mahmud Jetha, CFP®'s The Strategic Financial Alliance Experience March 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
The Strategic Financial Alliance   March 2015 - Present
Integras Partners   April 2013 - February 2015
ProActive Wealth Strategies   October 2010 - March 2013
USAA Wealth Management  March 2007 - July 2010

Skills
Strategic Financial..., Wealth Management, Retirement Planning, Estate Planning, Investments, Financial Planning, Fixed Annuities, Financial Analysis, Portfolio Management, Business Planning, Investment Advisory, Financial Services, Insurance, Risk Management, Investment Strategies, Life Insurance, Mutual Funds, Retirement, Asset Management, Financial Advisory, Employee Benefits, Personal Finance, Long-term Care, Disability Insurance, Investment Management, Small Business, Annuities, Asset Allocation, Retirement Income..., Long Term Care, Budgeting, Succession Planning, IRA's

Education
University of Regina   1974 — 1978
Bachelor's degree, Microbiology, General

Ryan Johns, JD, MBA Ryan Johns, JD, MBA Tampa/St. Petersburg, Florida Area Details
Ryan Johns, JD, MBA's The Strategic Financial Alliance Experience September 2014 - Present
Job High Impact Strategies for a Better Future
Industry Financial Services
Experience
Snyder Financial Group Inc   July 2014 - Present
The Strategic Financial Alliance   September 2014 - Present
Integrity Neurodiagnostic, LLC   June 2013 - February 2014
Kubicki Draper  December 2008 - June 2013
Hightower & Partners  December 2007 - December 2008
Raymond James  May 2006 - February 2007

Education
Florida State University   1999 — 2003
Bachelor's Degree

Stetson University   2005 — 2007
Master of Business Administration (M.B.A.)

Stetson University College of Law   2004 — 2007
Juris Doctor (J.D.)

C. Leon King High School   1996 — 1999
High School

Eric Becker Eric Becker Greater Milwaukee Area Details
Eric Becker's The Strategic Financial Alliance Experience November 2010 - December 2013
Job Executive Director at Global View Capital Advisors
Industry Investment Management
Experience
Global View Capital Advisors  June 2014 - Present
Global View Capital Advisors  February 2011 - June 2014
The Strategic Financial Alliance   November 2010 - December 2013
Investment Advisors International  January 2007 - October 2010

Education
Brigham Young University   1998 — 2000
Bachelors Degree, Psychology

Brigham Young University - Idaho   1996 — 1997
Associates Degree, Psychology

Muskego High School   1989 — 1993

William Bill N. Keen, CFP® ChFC CLU William Bill N. Keen, CFP® ChFC CLU Greater Atlanta Area Details
William Bill N. Keen, CFP® ChFC CLU's The Strategic Financial Alliance Experience September 2004 - Present
Job President | CEO of Keen Advisor Group specializing in Wealth Management | Investments | Insurance Planning
Industry Financial Services
Experience
Keen Advisor Group   2010 - Present
The Strategic Financial Alliance   September 2004 - Present
Keen Insight Group   May 2001 - May 2010
Professional and Business Financial Services, Inc.   June 1983 - May 2001
John Hancock Life Insurance Company (U.S.A.)   1960 - 1983

Skills
Financial Advisory, Retirement Planning, Investment Advisory, Wealth Management, Social Security, Planning for the Single..., End of Life Planning, Helping Families..., Financial Analysis, Financial Planning, Financial Services, Financial Risk, Policy Review, Wealth Management..., Wealth Accumulation, Wealth Preservation..., Wealth Preservation, Wealth Transfer, Asset Management, Asset Allocation, Asset Protection, Succession Planning, Life Insurance, Disability Insurance, Legacy Giving, Retirement Plan..., Retirement Savings, Qualified Retirement..., 401k Rollovers, IRAs, Fixed Annuities, Variable Annuities, Indexed Annuities, Charitable Gift..., Charitable Giving, Charitable Gift Planning

Education
Northwest Missouri State University   1974 — 1976
Associate's degree, Financial Planning and Services

Newport High School, Newport Kentucky   1955 — 1958
Academic Diploma, General Studies

Lindley Herman Lindley Herman Atlanta, Georgia Details
Lindley Herman's The Strategic Financial Alliance Experience May 2013 - April 2015
Job Project Administrator
Industry Construction
Experience
Horizon Construction Company  May 2015 - Present
The Strategic Financial Alliance   May 2013 - April 2015
City Club of Buckhead  January 2013 - May 2013
Gap Inc.  November 2008 - July 2012
NLD Properties   June 2004 - June 2012

Skills
Microsoft Office, Social Media, Event Planning, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Public Speaking, Public Relations, Social Media Marketing, Research, Facebook, Event Management, Marketing, Marketing Communications, Editing, Social Networking, Fundraising, Strategic Planning, Sales, Time Management, Management, Retail, Teamwork, Data Entry, Merchandising, Inventory Management, Community Outreach, Training, Access, Leadership, Outlook, Problem Solving

Education
The University of Georgia   2010 — 2012
Bachelor's degree, History

Georgia College and State University   2008 — 2011
History, Public/Applied History

Don Snyder, MBA, CFP® Don Snyder, MBA, CFP® Tampa/St. Petersburg, Florida Area Details
Don Snyder, MBA, CFP®'s The Strategic Financial Alliance Experience January 2012 - Present
Job Certified Financial Planner™ at Snyder Financial Group
Industry Investment Management
Experience
Snyder Financial Group, Inc.   January 2001 - Present
The Strategic Financial Alliance   January 2012 - Present
TECO Peoples Gas  November 1992 - December 2000
Dresdner Bank  May 1989 - June 1992

Skills
Series 7, Investment Advisory, Securities, Series 63, Financial Advisory, FINRA, Retirement, Series 65, Financial Services, Financial Planners, Investments, Wealth Management, Asset Managment, Asset Allocation, Mutual Funds

Education
Nova Southeastern University   1990 — 1991
M.B.A, Business Administration and Management

Stetson University   1984 — 1988
B.B.A, Marketing and International Studies

Marc Buckwalter Marc Buckwalter Las Vegas, Nevada Area Details
Marc Buckwalter's The Strategic Financial Alliance Experience February 2012 - Present
Job Investment Advisor Rep at The Strategic Financial Alliance
Industry Financial Services
Experience
The Strategic Financial Alliance   February 2012 - Present
Global View Capital Advisors  February 2012 - October 2013
Investment Advisors International  October 2010 - February 2012
World Financial Group  June 2000 - February 2012
Tower Enterprises   June 1998 - October 2007

Skills
Investments, Retirement Planning, 401k, Retirement, Mutual Funds, Estate Planning, Annuities, IRA's, Financial Planning

Education
University of Nevada-Las Vegas - College of Business   1996 — 2000
B.S. in Business Administration, Finance/ Real Estate

Paul Gallois Paul Gallois Greater Atlanta Area Details
Paul Gallois's The Strategic Financial Alliance Experience March 2011 - Present
Job Accounting Manager
Industry Financial Services
Experience
The Strategic Financial Alliance   March 2011 - Present
Paul Gallois Advisory Services   April 2009 - February 2011
UPS  September 1997 - March 2007
UPS  May 1992 - August 1997
UPS  May 1988 - May 1992
UPS  November 1983 - April 1988
UPS  July 1980 - November 1983

Skills
Accounting, Accounts Receivable, Accounts Payable, Vendor Management, Outsourcing, Management, Microsoft Excel, Access, Microsoft Word, Microsoft Office, Outlook, Accruals, Business Process..., Point of Contact, Outsourcing Management, Process Improvement, Payroll, General Ledger, Budgets, Leadership, Training, Auditing, Account Reconciliation

Education
Fairfield University
B.S., Business Adm./Marketing

Jim LaBrec Jim LaBrec Greater Nashville Area Details
Jim LaBrec's The Strategic Financial Alliance Experience January 2008 - Present
Job Series 7 Licensed Broker at The Strategic Financial Alliance
Industry Investment Management
Experience
The Strategic Financial Alliance   January 2008 - Present
Insurevest Corp.   March 1984 - Present

Education
University of Florida   1957 — 1962
BA, Economics

Bryan Ellis Bryan Ellis Greater Atlanta Area Details
Bryan Ellis's The Strategic Financial Alliance Experience 2003 - 2009
Job President, Chief Investment Officer at Horizon Investment Counsel, LLC
Industry Investment Management
Experience
Horizon Investment Counsel, LLC   August 2008 - Present
The Strategic Financial Alliance   2003 - 2009
Horizon Investment Counsel, LLC   December 1998 - February 2008
IFG  1994 - 1998

Skills
Wealth Management, Due Diligence, Private Placements, Investment Advisory, Portfolio Management, Equities, Investments, Series 7, Asset Management, Securities, Investment Strategies, Retirement Planning, Retirement

Education
Georgia State University - J. Mack Robinson College of Business   1990 — 1992
MBA, Finance - Investments

Mercer University   1980 — 1984
BBA, Finance - Investments

Mercer University - Stetson School of Business and Economics   1980 — 1984
bba

Andrea Albu Andrea Albu Atlanta, Georgia Details
Andrea Albu's The Strategic Financial Alliance Experience September 2013 - Present
Job Broker Dealer Compliance
Industry Financial Services
Experience
The Strategic Financial Alliance   September 2013 - Present
The Strategic Financial Alliance   March 2012 - August 2013
SunTrust Insurance Services, Inc.   July 2010 - September 2011
SunTrust Investment Services  February 2009 - July 2010
Atlanta Financial Associates   February 2008 - December 2008

Skills
Securities, Series 7, Series 24, Customer Relations, Excel, Microsoft Office, Research, Word, Access, Compliance, Problem Solving, Series 66, Editing, Outlook, Analysis

Education
Baldwin-Wallace College   1994 — 1996
Bachelor of Arts, Political Science

Robert Waits , CAMS Robert Waits , CAMS Atlanta, Georgia Details
Robert Waits , CAMS's The Strategic Financial Alliance Experience July 2012 - Present
Job Operations Manager at The Strategic Financial Alliance
Industry Financial Services
Experience
The Strategic Financial Alliance   July 2012 - Present
Self Employed  September 2008 - August 2012
ETrade Financial  June 2000 - August 2008
Interstate Johnson Lane  1986 - 2000
Oppenheimer & Company  1984 - 1986
A G Becker   1978 - 1984
Merrill Lynch  1972 - 1978

Skills
Series 7, Series 24, Mutual Funds, Policy, Securities, Financial Services, Risk Management, FINRA, Operations Management

Education
Minnesota School of Business   1971 — 1972
Business

Normandale Community College   1970 — 1971
Education

Nichol Jordan Nichol Jordan Detroit, Michigan Details
Nichol Jordan's The Strategic Financial Alliance Experience May 2011 - June 2013
Job Executive Assistant at Grove Medical, Inc.
Industry Marketing and Advertising
Experience
Grove Medical, Inc.   March 2014 - June 2015
Container Resources, Inc.   July 2013 - February 2014
The Strategic Financial Alliance   May 2011 - June 2013
Metametrix Clinical Laboratory  February 2010 - May 2011
Metametrix Clinical Laboratory  June 2009 - May 2011
Metametrix Clinical Laboratory  July 2008 - June 2009

Skills
Social Media, Editing, Social Media Marketing, Marketing, Event Planning, Customer Service, Trade Shows, Integrated Marketing, Microsoft Office, Event Management, Management, Sales, Graphic Design, Sales Management, Advertising, Leadership, Marketing Strategy, Social Networking, Account Management, Microsoft Excel, Team Building

Education
Georgia College and State University   2004 — 2008
Bachelor of Arts (BA), Rhetoric-Public Speaking/Minor-Marketing

Duluth High School   2000 — 2004
High School

Ernest Nesmith Ernest Nesmith Sebastian, Florida Details
Ernest Nesmith's The Strategic Financial Alliance Experience May 2014 - Present
Job Financial Advisor/Tax Consultant
Industry Financial Services
Experience
Tax Saving Professionals   February 2014 - Present
The Strategic Financial Alliance   May 2014 - Present
Family First Life  December 2012 - Present
Independent Financial Advisor  August 2011 - May 2014
JTAA   2010 - 2014
America's Choice Equities   April 2010 - August 2011
Bank of America/Merrill Lynch  October 2008 - April 2010
TIAA-CREF  August 2006 - August 2008
Privateer Trading, LLC   September 2005 - September 2006

Education
Johnson C. Smith University - JCSU   1996 — 2001
BS, Finance

Yvette McNeill Yvette McNeill Greater Atlanta Area Details
Yvette McNeill's The Strategic Financial Alliance Experience January 2006 - June 2009
Job Researcher at Stafflogix/Kimberly Clark Corporation
Industry Hospital & Health Care
Experience
Stafflogix/Kimberly Clark Corporation   June 2012 - Present
BWAY Corporation  May 2011 - August 2012
Lionheart Assurance Solutions, LP  July 2009 - March 2011
The Strategic Financial Alliance   January 2006 - June 2009

Skills
Microsoft Office, Strategic Planning, Customer Service, Outlook, Negotiation, Legal Compliance, Financial Analysis, Microsoft Excel, Contract Negotiation, Sales, Training, Access, PowerPoint, Team Building, Budgets, Microsoft Word, Process Improvement

Education
Brown University   1976 — 1978
Applied Piano

Carla Zevnik-Seufzer Carla Zevnik-Seufzer Greater Milwaukee Area Details
Carla Zevnik-Seufzer's The Strategic Financial Alliance Experience November 2010 - Present
Job President, ClearStep Financial
Industry Financial Services
Experience
ClearStep Financial   October 2013 - Present
The Strategic Financial Alliance   November 2010 - Present
Global View Capital Advisors  November 2010 - October 2013
Investment Advisors International  September 2006 - October 2010
World Financial Group  January 2003 - October 2010
World Marketing Alliance  July 1993 - January 2003

Skills
Investments, Retirement Planning, Insurance, Strategic Financial..., Career Development, Business Development

Education
Cardinal Stritch University

Christopher St. John Christopher St. John Myrtle Beach, South Carolina Area Details
Christopher St. John's The Strategic Financial Alliance Experience
Job President Carolina Wealth Advisors, Inc. Investment Advisor Representative Strategic Financial Alliance
Industry Financial Services
Experience
The Strategic Financial Alliance  

Skills
Financial Planners, Capital Gains Tax, Retirement Planning, Strategic Financial..., Investment Advisory, Retirement, Wealth Management, Estate Planning, Investments, Securities, Insurance, Asset Managment, Financial Analysis, Risk Management, 401k Rollovers, Saving for Education, Roth IRA, College Savings Plans, Financial Goals, IRAs, 529 Plans, Personal Financial..., Education Funding, Wealth Accumulation, Long Term Care Insurance, Fixed Annuities, Variable Annuities, 401k, Rollovers, Employee Stock Options, Superannuation, Financial Advisory, Series 7, Simple IRA, Series 65, Mutual Funds, Protection..., Buy-sell Agreements, Wealth, Trust Services, Key Person Insurance, Retirement Plan..., Investment Advisory..., High Net Worth..., Life Insurance, Income Protection, Investment Strategies, Variable Products, Qualified Retirement..., Profit Sharing

Education
The American College   2011 — 2013
Master's Degree, Financial Planning and Services

Coastal Carolina University   2007 — 2009
Master of Business Administration (M.B.A.)

Coastal Carolina University   1996 — 2001
Bachelor of Science in Business Administration, Accounting and Finance

Taylor Willson Taylor Willson Colorado Springs, Colorado Area Details
Taylor Willson's The Strategic Financial Alliance Experience September 2013 - Present
Job Financial Consultant at The Strategic Financial Alliance
Industry Financial Services
Experience
The Strategic Financial Alliance   September 2013 - Present
Northwestern Mutual  June 2010 - August 2013
Morgan Stanley Smith Barney  December 2008 - February 2010

Skills
Retirement Planning, Retirement, Series 7, Life Insurance, Estate Planning, Strategic Financial..., Investments, Wealth Management

Education
University of Arizona   2002 — 2002
Bachelors, Political Science, Economics

Cheyenne Mountain HS   1998 — 2002

Faye Miller Faye Miller Acworth, Georgia Details
Faye Miller's The Strategic Financial Alliance Experience January 2013 - Present
Job at The Strategic Financial Alliance
Industry Financial Services
Experience
The Strategic Financial Alliance   January 2013 - Present
Wells Real Estate Funds  August 2003 - December 2012
Wells Real Estate Funds  August 2003 - December 2003
Investors Financial Group (IFG)   May 1997 - April 2003
Investors Financial Group  May 1997 - April 2003
Keogler Morgan & Company   February 1995 - April 1997
Citizens Trust Bank  May 1985 - November 1994
FDIC  July 1984 - May 1985
Century National Bank  March 1980 - July 1984
North Carolina A & T State University  June 1976 - December 1979

Skills
Financial Operations, Financial Accounting, Operations Management, Successful track record, Team Leadership, Result Oriented, Investor Relations

Education
North Carolina Agricultural and Technical State University   1972 — 1976
Bachelor of Science (BS), Business Administration, Management and Operations

NORTH CAROLINA A & T STATE UNIVERSITY
Bachelor of Business Administration

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