Thomas Financial Group
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Thomas Financial Group Employees
Employee
Years
Job
Industry
Andy Cremer Andy Cremer's Thomas Financial Group Experience June 2013 - Present
Job Financial Analyst & Case Designer at Thomas Financial Group
Industry Insurance
Experience
Thomas Financial Group June 2013 - Present
Enterprise Rent-A-Car July 2011 - April 2013
Enterprise Rent-A-Car March 2009 - July 2011
American General Financial Services May 2005 - December 2008
Skills
Management, Customer Satisfaction, Auditing, Analysis, Accounts Receivable, Time Management, Negotiation, Customer Service, Accounting, Invoicing, Retail, Policy, Loans, Real Estate, Forecasting, Finance, Claim, Outlook, Teamwork, Access, Microsoft Excel, Budgets, Process Improvement, Inventory Management, Team Building
Education
Iowa State University 1999 — 2004
Bachelor of Science (B.S.), Finance
Thomas Financial Group June 2013 - Present
Enterprise Rent-A-Car July 2011 - April 2013
Enterprise Rent-A-Car March 2009 - July 2011
American General Financial Services May 2005 - December 2008
Skills
Management, Customer Satisfaction, Auditing, Analysis, Accounts Receivable, Time Management, Negotiation, Customer Service, Accounting, Invoicing, Retail, Policy, Loans, Real Estate, Forecasting, Finance, Claim, Outlook, Teamwork, Access, Microsoft Excel, Budgets, Process Improvement, Inventory Management, Team Building
Education
Iowa State University 1999 — 2004
Bachelor of Science (B.S.), Finance
William A. Cassidy William A. Cassidy's Thomas Financial Group Experience June 2007 - December 2010
Job Cassidy & Company, LLC
Industry Financial Services
Experience
Cassidy & Company, LLC January 2011 - Present
AXA Advisors, LLC January 2011 - Present
Thomas Financial Group June 2007 - December 2010
Coastal Equipment Systems, Inc. January 1995 - May 2007
Skills
Retirement Planning, Estate Planning, Asset Management, Wealth, Management, Strategic Planning, Wealth Management, Risk Management, Business Succession...
Education
University of South Florida - College of Business Administration 2004 — 2006
M.B.A., Executive Program
Sewanee-The University of the South 1990 — 1994
B.A., History
Cassidy & Company, LLC January 2011 - Present
AXA Advisors, LLC January 2011 - Present
Thomas Financial Group June 2007 - December 2010
Coastal Equipment Systems, Inc. January 1995 - May 2007
Skills
Retirement Planning, Estate Planning, Asset Management, Wealth, Management, Strategic Planning, Wealth Management, Risk Management, Business Succession...
Education
University of South Florida - College of Business Administration 2004 — 2006
M.B.A., Executive Program
Sewanee-The University of the South 1990 — 1994
B.A., History
Sara O'Bannon Sara O'Bannon's Thomas Financial Group Experience September 2002 - April 2003
Job Certified Benefits Specialist at Univers Workplace Solutions
Industry Insurance
Experience
Private Equity Group February 2012 - September 2012
Thomas Financial Group September 2002 - April 2003
Richard S. Bernstein & Associates Inc. June 1999 - December 1999
Pacific Life May 1993 - June 1999
LifeQuote September 1989 - May 1993
New England Financial April 1987 - May 1988
Skills
Insurance, PowerPoint, Long Term Care, Customer Service, Annuities, Writing, Employee Benefits, Estate Planning, Retirement Planning, Excel, Disability Insurance, New Business Development, Analysis, Problem Solving, Marketing Strategy, Term Life Insurance, Health Insurance, Microsoft Office, Insurance Planning, Compliance, Asset Allocation, Underwriting, Pensions, Customer Relations, Microsoft Excel, Fixed Annuities, Marketing, Financial Planners, Long-term Care, Time Management, Life Insurance, Recruiting, Sales, Call Centers, Strategy, Business Planning
Education
The American College 1994 — 2010
Coursework towards CLU
University of Virginia 1982 — 1984
BA, Economics
Our Lady of Lourdes Academy
Private Equity Group February 2012 - September 2012
Thomas Financial Group September 2002 - April 2003
Richard S. Bernstein & Associates Inc. June 1999 - December 1999
Pacific Life May 1993 - June 1999
LifeQuote September 1989 - May 1993
New England Financial April 1987 - May 1988
Skills
Insurance, PowerPoint, Long Term Care, Customer Service, Annuities, Writing, Employee Benefits, Estate Planning, Retirement Planning, Excel, Disability Insurance, New Business Development, Analysis, Problem Solving, Marketing Strategy, Term Life Insurance, Health Insurance, Microsoft Office, Insurance Planning, Compliance, Asset Allocation, Underwriting, Pensions, Customer Relations, Microsoft Excel, Fixed Annuities, Marketing, Financial Planners, Long-term Care, Time Management, Life Insurance, Recruiting, Sales, Call Centers, Strategy, Business Planning
Education
The American College 1994 — 2010
Coursework towards CLU
University of Virginia 1982 — 1984
BA, Economics
Our Lady of Lourdes Academy
Andy Easterling, CPA/PFS, CFP® Andy Easterling, CPA/PFS, CFP®'s Thomas Financial Group Experience June 2003 - October 2005
Job Owner/Certified Financial Planner™ practitioner at DoubleOak Financial Group, LLC
Industry Financial Services
Experience
Philip Mahan Davis Foundation May 2015 - Present
DoubleOak Financial Group, LLC May 2014 - Present
Birmingham YMCA August 2007 - April 2015
GrandView Financial Group, LLC November 2005 - May 2014
Thomas Financial Group June 2003 - October 2005
Nowlin and Associates March 2001 - May 2003
Education
Auburn University 1989 — 1992
Accounting
Philip Mahan Davis Foundation May 2015 - Present
DoubleOak Financial Group, LLC May 2014 - Present
Birmingham YMCA August 2007 - April 2015
GrandView Financial Group, LLC November 2005 - May 2014
Thomas Financial Group June 2003 - October 2005
Nowlin and Associates March 2001 - May 2003
Education
Auburn University 1989 — 1992
Accounting
Heather Blaylock Heather Blaylock's Thomas Financial Group Experience June 2011 - May 2014
Job Life Insurance Sales Agent at Scarr Insurance Group
Industry Insurance
Experience
Scarr Insurance Group May 2014 - Present
Thomas Financial Group June 2011 - May 2014
Blaylock's Lighting 2005 - 2011
Acordia - Wells Fargo 2000 - 2005
Financial Services, Inc. 1989 - 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, SmartOffice, life insurance, Disability Claims..., Customer Service, Long-term Care, Group Insurance, Recruiting, Life Insurance, Underwriting, Health Insurance, Disability Insurance
Education
The University of Memphis 1990 — 1994
Draughons Junior College 1988 — 1990
Associate's Degree, Business Administration and Management, General
Arkansas State University 1987 — 1988
Scarr Insurance Group May 2014 - Present
Thomas Financial Group June 2011 - May 2014
Blaylock's Lighting 2005 - 2011
Acordia - Wells Fargo 2000 - 2005
Financial Services, Inc. 1989 - 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, SmartOffice, life insurance, Disability Claims..., Customer Service, Long-term Care, Group Insurance, Recruiting, Life Insurance, Underwriting, Health Insurance, Disability Insurance
Education
The University of Memphis 1990 — 1994
Draughons Junior College 1988 — 1990
Associate's Degree, Business Administration and Management, General
Arkansas State University 1987 — 1988
Lauren Thomas Compton, CLU Lauren Thomas Compton, CLU's Thomas Financial Group Experience June 2011 - Present
Job Life Insurance Professional at Thomas Financial
Industry Insurance
Experience
Thomas Financial Group June 2011 - Present
Education
Southern Methodist University - Cox School of Business 1997 — 2001
BBA, Finance
University of Tampa - John H. Sykes College of Business 2002 — 2004
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Thomas Financial Group June 2011 - Present
Education
Southern Methodist University - Cox School of Business 1997 — 2001
BBA, Finance
University of Tampa - John H. Sykes College of Business 2002 — 2004
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Kevin Marsar Kevin Marsar's Thomas Financial Group Experience July 2013 - Present
Job Employee Benefits Advisor
Industry Insurance
Experience
Thomas Financial Group July 2013 - Present
Connelly, Carlisle, Fields, & Nichols May 2010 - April 2012
Marsar & Company Inc June 1991 - May 2010
Source Finance November 1987 - June 1991
KPMG - Tampa January 1984 - July 1985
Deloitte - New York January 1979 - December 1983
Skills
Health Insurance, Recruiting, Marketing Strategy, Business Networking, Employee Benefits, Insurance, Workers Compensation, Life Insurance, Underwriting, Property & Casualty..., Claims Management, Professional Liability, Benefits Administration, Account Management, PEO, New Business Development, Sales, Coaching, Strategic Planning, Group Insurance, Health Savings Accounts
Education
Hofstra University 1975 — 1979
Bachelors, Accounting
Thomas Financial Group July 2013 - Present
Connelly, Carlisle, Fields, & Nichols May 2010 - April 2012
Marsar & Company Inc June 1991 - May 2010
Source Finance November 1987 - June 1991
KPMG - Tampa January 1984 - July 1985
Deloitte - New York January 1979 - December 1983
Skills
Health Insurance, Recruiting, Marketing Strategy, Business Networking, Employee Benefits, Insurance, Workers Compensation, Life Insurance, Underwriting, Property & Casualty..., Claims Management, Professional Liability, Benefits Administration, Account Management, PEO, New Business Development, Sales, Coaching, Strategic Planning, Group Insurance, Health Savings Accounts
Education
Hofstra University 1975 — 1979
Bachelors, Accounting
Erin Fisher, CLU Erin Fisher, CLU's Thomas Financial Group Experience January 2010 - October 2012
Job Senior Executive Headhunter
Industry Staffing and Recruiting
Experience
Lucas Group May 2015 - Present
Randstad Finance & Accounting January 2013 - May 2015
Thomas Financial Group January 2010 - October 2012
Thomas Financial Group January 2008 - January 2010
Skills
Insurance, Strategic Planning, Financial Analysis, Strategic Financial..., Financial Modeling, Accounting Recruitment, Staffing Development, Recruiting, Business Development, Marketing Strategy, Budgets, Risk Management, Investments, Finance, Auditing, Analysis, Financial Planning, Microsoft Excel, Financial Reporting, Management
Education
University of South Florida 2005 — 2008
Bachelor of Science, Finance
Lucas Group May 2015 - Present
Randstad Finance & Accounting January 2013 - May 2015
Thomas Financial Group January 2010 - October 2012
Thomas Financial Group January 2008 - January 2010
Skills
Insurance, Strategic Planning, Financial Analysis, Strategic Financial..., Financial Modeling, Accounting Recruitment, Staffing Development, Recruiting, Business Development, Marketing Strategy, Budgets, Risk Management, Investments, Finance, Auditing, Analysis, Financial Planning, Microsoft Excel, Financial Reporting, Management
Education
University of South Florida 2005 — 2008
Bachelor of Science, Finance
Amanda Tomeo's Thomas Financial Group Experience May 2011 - August 2011
Job Project Accountant at JMI Realty
Industry Hospital & Health Care
Experience
JMI Realty October 2014 - Present
JMI Realty December 2013 - October 2014
Harden Healthcare, LLC October 2012 - December 2013
Thomas Financial Group May 2011 - August 2011
Document Lifecyle May 2011 - July 2011
Hollister Co. November 2007 - October 2010
Thomas Financial Group May 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Analysis, Time Management, Accounting, Project Management, Access, Bank Reconciliation, Data Entry, Garnishments, Auditing, PeopleSoft, SmartOffice, Kronos Timekeeping, Payroll
Education
Florida State University 2008 — 2012
Bachelor of Arts (B.A.), English Language and Literature, General
JMI Realty October 2014 - Present
JMI Realty December 2013 - October 2014
Harden Healthcare, LLC October 2012 - December 2013
Thomas Financial Group May 2011 - August 2011
Document Lifecyle May 2011 - July 2011
Hollister Co. November 2007 - October 2010
Thomas Financial Group May 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Analysis, Time Management, Accounting, Project Management, Access, Bank Reconciliation, Data Entry, Garnishments, Auditing, PeopleSoft, SmartOffice, Kronos Timekeeping, Payroll
Education
Florida State University 2008 — 2012
Bachelor of Arts (B.A.), English Language and Literature, General
Gloria R. Sanchez's Thomas Financial Group Experience February 2008 - May 2010
Job Banking Professional
Industry Financial Services
Experience
Grow Financial Federal Credit Union December 2011 - May 2015
Grow Financial Federal Credit Union June 2010 - December 2011
Thomas Financial Group February 2008 - May 2010
Grow Financial Federal Credit Union September 2006 - November 2007
Grow Financial Federal Credit Union May 2005 - September 2006
Grow Financial Federal Credit Union February 2005 - May 2005
Standard Federal Bank February 2001 - May 2004
Fifth Third Bank September 1999 - February 2001
Skills
Credit Analysis, Consumer Lending, Process Improvement, Vendor Management, Marketing, Loan Origination, Customer Service, Banking, Team Building, Financial Analysis, Strategic Planning, Risk Management, Budgets, Underwriting, Management, Loans, Credit, Finance, Mortgage Lending
Education
Webster University 2007 — 2008
MBA, Finance
Northwood University 2005 — 2006
Bachelors, Business, Managment Major
Lansing Community College 2001 — 2004
Associates, International Business
Grow Financial Federal Credit Union December 2011 - May 2015
Grow Financial Federal Credit Union June 2010 - December 2011
Thomas Financial Group February 2008 - May 2010
Grow Financial Federal Credit Union September 2006 - November 2007
Grow Financial Federal Credit Union May 2005 - September 2006
Grow Financial Federal Credit Union February 2005 - May 2005
Standard Federal Bank February 2001 - May 2004
Fifth Third Bank September 1999 - February 2001
Skills
Credit Analysis, Consumer Lending, Process Improvement, Vendor Management, Marketing, Loan Origination, Customer Service, Banking, Team Building, Financial Analysis, Strategic Planning, Risk Management, Budgets, Underwriting, Management, Loans, Credit, Finance, Mortgage Lending
Education
Webster University 2007 — 2008
MBA, Finance
Northwood University 2005 — 2006
Bachelors, Business, Managment Major
Lansing Community College 2001 — 2004
Associates, International Business
Aimee Myers Aimee Myers's Thomas Financial Group Experience April 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Thomas Financial Group April 2012 - Present
Florida Orthopaedic Institute February 2011 - April 2012
Skills
Microsoft Office, Management, Financial Analysis, Life Insurance, Healthcare
Education
University of South Florida - College of Business Administration 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Thomas Financial Group April 2012 - Present
Florida Orthopaedic Institute February 2011 - April 2012
Skills
Microsoft Office, Management, Financial Analysis, Life Insurance, Healthcare
Education
University of South Florida - College of Business Administration 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Heather C. Arndt, CFP®, CRPC® Heather C. Arndt, CFP®, CRPC®'s Thomas Financial Group Experience March 2001 - August 2001
Job Wealth Management Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2013 - Present
Bank of America Merrill Lynch (formerly Banc of America Investment Services, Inc.) October 2006 - March 2013
Patriot Financial Group, LLC June 2004 - September 2006
CP Ships, Ltd. August 2002 - December 2003
Thomas Financial Group March 2001 - August 2001
Skills
Wealth Management, Investments, Strategic Financial..., Retirement, Retirement Planning, Series 7, Securities, Finance, Asset Allocation, Mutual Funds, Asset Management, Series 63, Series 65, Alternative Investments, Estate Planning, Investment Advisory, Investment Strategies, Financial Advisory, Financial Planning
Education
Quinnipiac University 2015 — 2017
Master of Business Administration (M.B.A.)
American College
College for Financial Planning® 2009 — 2009
CRPC® Education
University of Tampa - John H. Sykes College of Business 1998 — 2002
BS
Saint Louis University-Madrid Campus 2000 — 2000
Study Abroad
Bank of America Merrill Lynch April 2013 - Present
Bank of America Merrill Lynch (formerly Banc of America Investment Services, Inc.) October 2006 - March 2013
Patriot Financial Group, LLC June 2004 - September 2006
CP Ships, Ltd. August 2002 - December 2003
Thomas Financial Group March 2001 - August 2001
Skills
Wealth Management, Investments, Strategic Financial..., Retirement, Retirement Planning, Series 7, Securities, Finance, Asset Allocation, Mutual Funds, Asset Management, Series 63, Series 65, Alternative Investments, Estate Planning, Investment Advisory, Investment Strategies, Financial Advisory, Financial Planning
Education
Quinnipiac University 2015 — 2017
Master of Business Administration (M.B.A.)
American College
College for Financial Planning® 2009 — 2009
CRPC® Education
University of Tampa - John H. Sykes College of Business 1998 — 2002
BS
Saint Louis University-Madrid Campus 2000 — 2000
Study Abroad
Cristi Hart Cristi Hart's Thomas Financial Group Experience January 2014 - April 2015
Job Chief Marketing Associate at Sitzmann Morris & Lavis
Industry Insurance
Experience
Sitzmann Morris & Lavis Insurance Agency March 2015 - Present
Thomas Financial Group January 2014 - April 2015
Sitzmann Morris & Lavis August 1997 - November 2013
State Farm Agent 2007 - 2009
Dreyer's Grand Ice Cream 1996 - 1997
US Army January 1988 - December 1991
Skills
Disability Insurance, Estate Planning, Life Insurance, Employee Benefits, Insurance, Long-term Care, Health Insurance, Retirement Planning, Strategic Planning, Fixed Annuities, Underwriting, Term Life Insurance, Financial Planning, Investments, Executive Benefit...
Education
University of California, Santa Cruz 1993 — 1995
Bachelors, Economics
Sitzmann Morris & Lavis Insurance Agency March 2015 - Present
Thomas Financial Group January 2014 - April 2015
Sitzmann Morris & Lavis August 1997 - November 2013
State Farm Agent 2007 - 2009
Dreyer's Grand Ice Cream 1996 - 1997
US Army January 1988 - December 1991
Skills
Disability Insurance, Estate Planning, Life Insurance, Employee Benefits, Insurance, Long-term Care, Health Insurance, Retirement Planning, Strategic Planning, Fixed Annuities, Underwriting, Term Life Insurance, Financial Planning, Investments, Executive Benefit...
Education
University of California, Santa Cruz 1993 — 1995
Bachelors, Economics
David Mote David Mote's Thomas Financial Group Experience March 2008 - February 2013
Job Principal Business Analyst at Hillsborough County
Industry Information Technology and Services
Experience
Hillsborough County BOCC - ITS Department February 2013 - Present
Thomas Financial Group March 2008 - February 2013
Hillsborough County November 2004 - March 2008
Certegy February 2004 - November 2004
Comprehensive Home Care May 2003 - October 2003
Thomas Financial Group June 1998 - May 2003
The Clorox Company July 1992 - July 1998
Hillsborough County 1998 - 1998
US Army June 1985 - December 1991
Skills
Project Management, IT Management, Microsoft Exchange, Access, Networking, Network Administration, Microsoft Office, Security, Microsoft SQL Server, Systems Analysis, Cloud Computing, Technical Support, Visio, Windows, Budgets, Windows Server, Android, Inventory Management, Microsoft Technologies, Desktop Support, ERP/CRM, Software Implementation, OnBase, Server Administration, MS Project, Office 365, Lotus Domino/Notes, Report Writing, Crystal Reports, Oracle Application..., SSRS, SQL, PL/SQL, Oracle SQL Developer, Apex Programming, Financial Reporting, Procedure Manuals, End User Training, End User Support, Printer Support, Mobile Devices, Laptops, iPhone, Blackberry Enterprise..., VPN, LAN/WAN, Web Design, HTML, CSS, JavaScript
Education
Florida Metropolitan University 1992 — 1994
BS Business Administration, Business/Information Systems
NCO Professional Development Course 1991 — 1991
Management
Embry-Riddle Aeronautical University 1988 — 1989
general coursework, Business
Central Texas College 1986 — 1988
general coursework, Business
Brandon High 1982 — 1985
General Studies, General Studies
Hillsborough County BOCC - ITS Department February 2013 - Present
Thomas Financial Group March 2008 - February 2013
Hillsborough County November 2004 - March 2008
Certegy February 2004 - November 2004
Comprehensive Home Care May 2003 - October 2003
Thomas Financial Group June 1998 - May 2003
The Clorox Company July 1992 - July 1998
Hillsborough County 1998 - 1998
US Army June 1985 - December 1991
Skills
Project Management, IT Management, Microsoft Exchange, Access, Networking, Network Administration, Microsoft Office, Security, Microsoft SQL Server, Systems Analysis, Cloud Computing, Technical Support, Visio, Windows, Budgets, Windows Server, Android, Inventory Management, Microsoft Technologies, Desktop Support, ERP/CRM, Software Implementation, OnBase, Server Administration, MS Project, Office 365, Lotus Domino/Notes, Report Writing, Crystal Reports, Oracle Application..., SSRS, SQL, PL/SQL, Oracle SQL Developer, Apex Programming, Financial Reporting, Procedure Manuals, End User Training, End User Support, Printer Support, Mobile Devices, Laptops, iPhone, Blackberry Enterprise..., VPN, LAN/WAN, Web Design, HTML, CSS, JavaScript
Education
Florida Metropolitan University 1992 — 1994
BS Business Administration, Business/Information Systems
NCO Professional Development Course 1991 — 1991
Management
Embry-Riddle Aeronautical University 1988 — 1989
general coursework, Business
Central Texas College 1986 — 1988
general coursework, Business
Brandon High 1982 — 1985
General Studies, General Studies
Suzie Brussard's Thomas Financial Group Experience April 2000 - May 2015
Job Agency Owner / Exclusive Allstate Agent
Industry Insurance
Experience
Allstate September 2015 - Present
Brussard Family Insurance, Inc June 2015 - Present
Thomas Financial Group April 2000 - May 2015
Wittner Insurance Network 1997 - 2000
Manulife Financial March 1993 - June 1997
Skills
Life Insurance, Retirement Planning, Superior Client Service, Marketing, Strategic Financial..., Employee Benefits, Client Services, Insurance, Health Insurance, Wealth Management, Fixed Annuities, Investments, Term Life Insurance, Estate Planning, Underwriting, Retirement, Financial Planning, Finance, Management
Education
Art Institute of Fort Lauderdale
Hillsborough Community College
The American College
CLU
University of South Florida
Allstate September 2015 - Present
Brussard Family Insurance, Inc June 2015 - Present
Thomas Financial Group April 2000 - May 2015
Wittner Insurance Network 1997 - 2000
Manulife Financial March 1993 - June 1997
Skills
Life Insurance, Retirement Planning, Superior Client Service, Marketing, Strategic Financial..., Employee Benefits, Client Services, Insurance, Health Insurance, Wealth Management, Fixed Annuities, Investments, Term Life Insurance, Estate Planning, Underwriting, Retirement, Financial Planning, Finance, Management
Education
Art Institute of Fort Lauderdale
Hillsborough Community College
The American College
CLU
University of South Florida
Christopher Frampton, MBA Christopher Frampton, MBA's Thomas Financial Group Experience June 2010 - August 2010
Job Marketing Research Manager at Nielsen Media Research
Industry Consumer Goods
Experience
Nielsen Media Research September 2013 - January 2015
Lulu Chio LLC June 2013 - May 2014
Enterprise Rent-A-Car August 2011 - August 2013
EventPro Strategies December 2012 - March 2013
MacDonald's Outsourcing Services January 2012 - May 2012
Billy's Tarpon Turtle September 2011 - December 2011
Kass Law January 2011 - May 2011
Thomas Financial Group June 2010 - August 2010
Pilkington May 2008 - September 2008
Skills
Management Consulting, Six Sigma, Marketing, Sales, Customer Service, Customer Satisfaction, Microsoft Office, Market Research, Account Management, Marketing Strategy, Microsoft Excel, Cold Calling, Sales Management, PowerPoint, Automotive, Social Media Marketing, Marketing Communications, Sales Process, Social Media, Customer Retention, Strategy, Analytics, Management, Analysis, Business Strategy, Product Development, Strategic Planning
Education
University of Tampa 2010 — 2012
Master of Business Administration (M.B.A.), Marketing/Management Consulting, 3.51
Kent State University 2005 — 2010
B.A. / B.S., Marketing / Management, 3.89
Nielsen Media Research September 2013 - January 2015
Lulu Chio LLC June 2013 - May 2014
Enterprise Rent-A-Car August 2011 - August 2013
EventPro Strategies December 2012 - March 2013
MacDonald's Outsourcing Services January 2012 - May 2012
Billy's Tarpon Turtle September 2011 - December 2011
Kass Law January 2011 - May 2011
Thomas Financial Group June 2010 - August 2010
Pilkington May 2008 - September 2008
Skills
Management Consulting, Six Sigma, Marketing, Sales, Customer Service, Customer Satisfaction, Microsoft Office, Market Research, Account Management, Marketing Strategy, Microsoft Excel, Cold Calling, Sales Management, PowerPoint, Automotive, Social Media Marketing, Marketing Communications, Sales Process, Social Media, Customer Retention, Strategy, Analytics, Management, Analysis, Business Strategy, Product Development, Strategic Planning
Education
University of Tampa 2010 — 2012
Master of Business Administration (M.B.A.), Marketing/Management Consulting, 3.51
Kent State University 2005 — 2010
B.A. / B.S., Marketing / Management, 3.89
Lindsey Hacker's Thomas Financial Group Experience June 2014 - Present
Job Chief Financial Officer at Thomas Financial Group
Industry Financial Services
Experience
Thomas Financial Group June 2014 - Present
Brookdale September 2011 - June 2014
Brookdale June 2009 - September 2011
Cott Beverages June 2008 - June 2009
EY June 2004 - June 2008
Skills
Financial Accounting, Financial Analysis, Financial Planning, Accounting, Financial Reporting, Financial Modeling, Financial Statements, Business Strategy, Strategic Planning
Education
Florida State University 2000 — 2005
Master's degree, Accounting
Florida State University 2000 — 2004
Bachelor’s Degree
Thomas Financial Group June 2014 - Present
Brookdale September 2011 - June 2014
Brookdale June 2009 - September 2011
Cott Beverages June 2008 - June 2009
EY June 2004 - June 2008
Skills
Financial Accounting, Financial Analysis, Financial Planning, Accounting, Financial Reporting, Financial Modeling, Financial Statements, Business Strategy, Strategic Planning
Education
Florida State University 2000 — 2005
Master's degree, Accounting
Florida State University 2000 — 2004
Bachelor’s Degree
Ankurkumar Mistry Ankurkumar Mistry's Thomas Financial Group Experience March 2015 - Present
Job Financial Analyst at Thomas Financial & Preparing for CMA
Industry Financial Services
Experience
Thomas Financial Group March 2015 - Present
JPMorgan Chase November 2013 - March 2015
PwC September 2013 - November 2013
PwC August 2013 - September 2013
7-Eleven July 2009 - August 2011
Skills
Microsoft Office, Research, Customer Service, Windows, Negotiation, Analysis, Time Management, Access, Teamwork, Microsoft Excel, Outlook, Data Analysis, PowerPoint, Project Management, Microsoft Word, Administration, Training, Finance, Forecasting, Sourcing, Inventory Management, Retail, Internal Audit, Sales, Accounting, Account Reconciliation, Process Improvement, Management, Auditing, Financial Accounting, General Ledger, Financial Analysis, Vendor Management, Financial Statements, Financial Reporting, SAP, Spreadsheets, Invoicing, QuickBooks, Lotus Notes, Financial Statement..., Financial Forecasting, Internal Controls, Credit, MIS
Education
University of South Florida 2012 — 2013
Bachelor of Science (BS)
Veer Narmad South Gujarat University, India 2004 — 2007
Bachelor of Commerce (B.Com.)
Thomas Financial Group March 2015 - Present
JPMorgan Chase November 2013 - March 2015
PwC September 2013 - November 2013
PwC August 2013 - September 2013
7-Eleven July 2009 - August 2011
Skills
Microsoft Office, Research, Customer Service, Windows, Negotiation, Analysis, Time Management, Access, Teamwork, Microsoft Excel, Outlook, Data Analysis, PowerPoint, Project Management, Microsoft Word, Administration, Training, Finance, Forecasting, Sourcing, Inventory Management, Retail, Internal Audit, Sales, Accounting, Account Reconciliation, Process Improvement, Management, Auditing, Financial Accounting, General Ledger, Financial Analysis, Vendor Management, Financial Statements, Financial Reporting, SAP, Spreadsheets, Invoicing, QuickBooks, Lotus Notes, Financial Statement..., Financial Forecasting, Internal Controls, Credit, MIS
Education
University of South Florida 2012 — 2013
Bachelor of Science (BS)
Veer Narmad South Gujarat University, India 2004 — 2007
Bachelor of Commerce (B.Com.)
David Drobnick David Drobnick's Thomas Financial Group Experience February 2010 - October 2010
Job Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US August 2012 - May 2014
Cott Beverages August 2011 - July 2012
Big 4 January 2011 - November 2011
KPMG January 2011 - March 2011
Thomas Financial Group February 2010 - October 2010
Skills
Advanced Mathematics, Financial Analysis, Communication, SAP, Microsoft Excel, Information Technology, Networking, Financial Reporting, Accounting, Auditing, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, US GAAP, External Audit, Budgets, Financial Modeling, GAAP, Strategic Financial..., Finance, Internal Audit, Cost Accounting, Access, Financial Statements, Financial Forecasting, Payroll, Investments, Marine Corps, SEC filings, General Ledger
Education
University of Tampa - John H. Sykes College of Business 2010 — 2011
MBA and MSAcc, Accounting
Kent State University
BS, Mathematics
KPMG US August 2012 - May 2014
Cott Beverages August 2011 - July 2012
Big 4 January 2011 - November 2011
KPMG January 2011 - March 2011
Thomas Financial Group February 2010 - October 2010
Skills
Advanced Mathematics, Financial Analysis, Communication, SAP, Microsoft Excel, Information Technology, Networking, Financial Reporting, Accounting, Auditing, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, US GAAP, External Audit, Budgets, Financial Modeling, GAAP, Strategic Financial..., Finance, Internal Audit, Cost Accounting, Access, Financial Statements, Financial Forecasting, Payroll, Investments, Marine Corps, SEC filings, General Ledger
Education
University of Tampa - John H. Sykes College of Business 2010 — 2011
MBA and MSAcc, Accounting
Kent State University
BS, Mathematics
Jenn Camps Jenn Camps's Thomas Financial Group Experience 1995 - 2002
Job at Moffitt Cancer Center
Industry Hospital & Health Care
Experience
Moffitt Cancer Center November 2010 - Present
CCS Medical October 2007 - October 2010
Cook Medical 2007 - September 2007
Various companies 2002 - 2007
Thomas Financial Group 1995 - 2002
Skills
CRM, Collateral, Competitive Analysis, Diabetes, Healthcare, Healthcare Information..., Hospitals, Integrated Marketing, Leadership, Managed Care, Management, Market Penetration, Marketing, Marketing Strategy, Medical Devices, Project Management, SEO, Sales, Salesforce.com, Strategic Planning, Strategy, Team Building, Market Research, Analytics
Education
Ashford University 2011 — 2013
Master of Business Administration (MBA), Information Systems
University of South Florida 1989 — 1993
BS, Marketing
University of South Florida 1989 — 1993
Minor, Management Information Systems, General
Moffitt Cancer Center November 2010 - Present
CCS Medical October 2007 - October 2010
Cook Medical 2007 - September 2007
Various companies 2002 - 2007
Thomas Financial Group 1995 - 2002
Skills
CRM, Collateral, Competitive Analysis, Diabetes, Healthcare, Healthcare Information..., Hospitals, Integrated Marketing, Leadership, Managed Care, Management, Market Penetration, Marketing, Marketing Strategy, Medical Devices, Project Management, SEO, Sales, Salesforce.com, Strategic Planning, Strategy, Team Building, Market Research, Analytics
Education
Ashford University 2011 — 2013
Master of Business Administration (MBA), Information Systems
University of South Florida 1989 — 1993
BS, Marketing
University of South Florida 1989 — 1993
Minor, Management Information Systems, General
Barbara Paul's Thomas Financial Group Experience November 1995 - May 1998
Job Vice President Case Design
Industry Insurance
Experience
MCM June 1998 - Present
M Financial Group June 1998 - Present
Thomas Financial Group November 1995 - May 1998
Education
The American College 2002 — 2008
CLU
University of Mississippi - School of Business Administration 1993 — 1994
BBA
University of Alabama 1990 — 1993
MCM June 1998 - Present
M Financial Group June 1998 - Present
Thomas Financial Group November 1995 - May 1998
Education
The American College 2002 — 2008
CLU
University of Mississippi - School of Business Administration 1993 — 1994
BBA
University of Alabama 1990 — 1993
Kent McKinstray Kent McKinstray's Thomas Financial Group Experience 1996 - 1997
Job Production Systems Engineer
Industry Banking
Experience
Marqeta, Inc October 2011 - Present
CCS Medical October 2010 - August 2011
CCS Medical August 2006 - October 2010
CCS Medical October 2000 - August 2006
Fintech.net April 2000 - October 2000
Fintech.net October 1997 - April 2000
Thomas Financial Group 1996 - 1997
Skills
Networking, Web Development, Web Design, Site Administration, Server Administration, Microsoft SQL Server, Servers, Troubleshooting, Network Administration, Microsoft Exchange, Testing, Systems Analysis, PHP, Requirements Analysis, Process Improvement, SQL, Marketing, Access, XML, IIS, Advertising, SDLC, System Administration, Windows, Software Development, Technical Support, HTML, Disaster Recovery, Microsoft Office, DNS, Business Process..., Enterprise Software, Visio, Databases, Linux, Windows Server, Software Documentation, Visual Studio, Tableau
Education
University of Alabama
Bachelor of Science, Finance and Investment Management Commerce and Business Administration
Jackson Academy
Marqeta, Inc October 2011 - Present
CCS Medical October 2010 - August 2011
CCS Medical August 2006 - October 2010
CCS Medical October 2000 - August 2006
Fintech.net April 2000 - October 2000
Fintech.net October 1997 - April 2000
Thomas Financial Group 1996 - 1997
Skills
Networking, Web Development, Web Design, Site Administration, Server Administration, Microsoft SQL Server, Servers, Troubleshooting, Network Administration, Microsoft Exchange, Testing, Systems Analysis, PHP, Requirements Analysis, Process Improvement, SQL, Marketing, Access, XML, IIS, Advertising, SDLC, System Administration, Windows, Software Development, Technical Support, HTML, Disaster Recovery, Microsoft Office, DNS, Business Process..., Enterprise Software, Visio, Databases, Linux, Windows Server, Software Documentation, Visual Studio, Tableau
Education
University of Alabama
Bachelor of Science, Finance and Investment Management Commerce and Business Administration
Jackson Academy
Ann Ascani's Thomas Financial Group Experience September 2013 - April 2015
Job Employee Benefits Consultant
Industry Insurance
Experience
Thomas Financial Group September 2013 - April 2015
Colonial Life and Accident April 2008 - August 2013
Colonial Life November 2006 - March 2008
Colonial Life June 2003 - 2006
Skills
Disability Insurance, Employee Benefits, Life Insurance, Brokers, Health Insurance, Account Management, Whole Life, Executive Benefits, Income Protection, Term Life Insurance, Health Savings Accounts, Sales, Underwriting, Recruiting, Long-term Care, Retirement Planning
Education
Southern Methodist University 1974 — 1978
Bachelor of Arts (B.A.), Psychology
Thomas Financial Group September 2013 - April 2015
Colonial Life and Accident April 2008 - August 2013
Colonial Life November 2006 - March 2008
Colonial Life June 2003 - 2006
Skills
Disability Insurance, Employee Benefits, Life Insurance, Brokers, Health Insurance, Account Management, Whole Life, Executive Benefits, Income Protection, Term Life Insurance, Health Savings Accounts, Sales, Underwriting, Recruiting, Long-term Care, Retirement Planning
Education
Southern Methodist University 1974 — 1978
Bachelor of Arts (B.A.), Psychology
Gerard Gato's Thomas Financial Group Experience October 2000 - May 2001
Job Assistant Vice President Procurement at Citigroup
Industry Financial Services
Experience
Citigroup January 2008 - Present
HSBC Mortgage Services April 2005 - December 2007
Certegy January 2004 - April 2005
Danka November 2002 - January 2004
Thomas Financial Group October 2000 - May 2001
Skills
Strategy, Analytics, SQL, Data Mining, Excel models, Project Management, Procurement, Business Process, Leadership, Management, Banking, Finance
Education
University of South Florida - College of Business Administration 1996 — 2001
Bachelor of Science (B.S.)
Citigroup January 2008 - Present
HSBC Mortgage Services April 2005 - December 2007
Certegy January 2004 - April 2005
Danka November 2002 - January 2004
Thomas Financial Group October 2000 - May 2001
Skills
Strategy, Analytics, SQL, Data Mining, Excel models, Project Management, Procurement, Business Process, Leadership, Management, Banking, Finance
Education
University of South Florida - College of Business Administration 1996 — 2001
Bachelor of Science (B.S.)
Jason Garfield's Thomas Financial Group Experience March 2015 - May 2015
Job Trust Investment Officer at Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
Thomas Financial Group March 2015 - May 2015
Goldman Sachs September 2010 - February 2015
Goldman Sachs July 2007 - September 2010
Commerce Bank 2004 - 2005
Skills
Investments, Trading, Bonds, Portfolio Management, Fixed Income, Bloomberg, Capital Markets, Mutual Funds, Wealth Management, Equities, Derivatives, Financial Analysis, Hedge Funds
Education
State University of New York at Albany 2003 — 2007
Bachelor of Science (BS), Finance and Financial Management Services
Raymond James Financial, Inc. June 2015 - Present
Thomas Financial Group March 2015 - May 2015
Goldman Sachs September 2010 - February 2015
Goldman Sachs July 2007 - September 2010
Commerce Bank 2004 - 2005
Skills
Investments, Trading, Bonds, Portfolio Management, Fixed Income, Bloomberg, Capital Markets, Mutual Funds, Wealth Management, Equities, Derivatives, Financial Analysis, Hedge Funds
Education
State University of New York at Albany 2003 — 2007
Bachelor of Science (BS), Finance and Financial Management Services
Charles Greenberg's Thomas Financial Group Experience January 1981 - July 1989
Job Franchise Owner and Operator, Director of Operations, CEO Manufacturing Company
Industry Consumer Services
Experience
DFW ReBath LLC May 2007 - October 2007
Green Systems Inc. dba DreamMaker Bath&Kitchen June 1990 - November 2006
Thomas Financial Group January 1981 - July 1989
Amber Lingerie Inc. December 1969 - August 1980
Education
New York University
Banking&Finance-Business Law
DFW ReBath LLC May 2007 - October 2007
Green Systems Inc. dba DreamMaker Bath&Kitchen June 1990 - November 2006
Thomas Financial Group January 1981 - July 1989
Amber Lingerie Inc. December 1969 - August 1980
Education
New York University
Banking&Finance-Business Law
Geri Sobczak's Thomas Financial Group Experience 2001 - 2002
Job Director of Operations
Industry Financial Services
Experience
Triangulum Financial Partners July 2002 - Present
Veralytic July 2002 - Present
Thomas Financial Group 2001 - 2002
Thomas Financial Group 2000 - 2001
Community Foundation of Tampa Bay 1999 - 2000
Hosiden America Corporation 1995 - 1999
Education
University of Illinois at Urbana-Champaign 1990 — 1994
MS, Applied Mathematics
College of Lake County 1988 — 1990
Applied Mathematics
Triangulum Financial Partners July 2002 - Present
Veralytic July 2002 - Present
Thomas Financial Group 2001 - 2002
Thomas Financial Group 2000 - 2001
Community Foundation of Tampa Bay 1999 - 2000
Hosiden America Corporation 1995 - 1999
Education
University of Illinois at Urbana-Champaign 1990 — 1994
MS, Applied Mathematics
College of Lake County 1988 — 1990
Applied Mathematics
Barb Tomeo's Thomas Financial Group Experience 1999 - 2014
Job Certified Public Accountant
Industry Insurance
Experience
Thomas Financial Group 1999 - 2014
Skills
Estate Planning
Education
Clarion University of Pennsylvania
BA, Accounting / Information Technology
Nova Southeastern University
MBA
Thomas Financial Group 1999 - 2014
Skills
Estate Planning
Education
Clarion University of Pennsylvania
BA, Accounting / Information Technology
Nova Southeastern University
MBA
Leslie Darrigo's Thomas Financial Group Experience 1984 - Present
Job Director of Underwriting at Thomas Financial Group
Industry Insurance
Experience
Thomas Financial Group 1984 - Present
Education
University of South Florida 1978 — 1982
Bachelor of Arts (B.A.), Finance, General
The American College
CLU, Chartered Life Underwriter
Thomas Financial Group 1984 - Present
Education
University of South Florida 1978 — 1982
Bachelor of Arts (B.A.), Finance, General
The American College
CLU, Chartered Life Underwriter