Thompson Financial Group
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Thompson Financial Group Employees
USAA February 2012 - Present
SunTrust Bank January 2011 - December 2011
Bank of America July 2006 - September 2009
Thompson Financial Group March 2001 - June 2006
Skills
Investments, Insurance, Financial Advisory, Series 7, Series 63, Series 65, Coaching, Series 6, Series 24, Life Insurance, Disability Insurance, Wealth Management..., Long-term Care, Securities, FINRA, Retirement, Fixed Annuities, Retirement Planning, Wealth Management, Banking, Mutual Funds, Portfolio Management, Uniform Combined State...
Education
The University of New Mexico
MassMutual Financial Group January 2015 - Present
Thompson Financial Group August 2014 - January 2015
Group Benefit Review May 2014 - August 2014
Maryland Capital Enterprises Inc. June 2012 - August 2012
Baltimore Yacht Club May 2011 - August 2011
Student Painters May 2011 - August 2011
HomeFix Corporation June 2008 - August 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Leadership, Microsoft Word, Social Media, Strategic Leadership, Business Analysis
Education
James Madison University - College of Business 2012 — 2014
Bachelor of Business Administration (B.B.A.)
Salisbury University 2010 — 2012
Kinlin Grover Real Estate AccountingRadius Partners2001 - 2006
Thompson Financial Group 1989 - 1994
Skills
Real Estate, Sellers, First Time Home Buyers, Investment Properties, Buyer Representation, Single Family Homes, Residential Homes, Relocation, Condos, Listings, Foreclosures, Home Staging, Real Estate Staging, Redesigning
Education
Mount Ida College 1988 — 1992
Crump Life Insurance Services March 2015 - Present
MetLife July 2013 - March 2015
BB&T Investment Services February 2012 - July 2013
Thompson Financial Group August 2011 - February 2012
SunTrust Bank January 2006 - August 2011
BATH AND BODY WORKS October 2005 - August 2006
BATH AND BODY WORKS August 2003 - October 2005
BELK DEPARTMENT STORE May 2002 - August 2003
Skills
Sales, Customer Service, Training, Financial Services, Banking, Selling, Management, Recruiting, Leadership, Insurance, Investments, Loans, Small Business, Retirement, Finance, Risk Management, Business Planning, Retirement Planning
Education
Belmont Abbey College 2010 — 2015
Bachelor of Arts (BA), BUSINESS MANAGEMENT
Belmont Abbey College 2010 — 2013
BA, Business
UNIVERSITY OF NORTH CAROLINA 1997 — 2000
Communications
BEAVER CREEK HIGH SCHOOL 1993 — 1997
ALDI Stores April 2013 - Present
ALDI Stores June 2012 - April 2013
North Carolina State University August 2009 - May 2012
Thompson Financial Group June 2011 - April 2012
Bonefish Grill August 2010 - June 2011
North Carolina State University June 2009 - August 2009
David's Ltd November 2007 - January 2009
Skills
Excel, Microsoft Office, PowerPoint, Word, Customer Service, Outlook, Facebook, Inventory Management, Leadership, Management, Retail, Merchandising, Data Entry, Microsoft Word, Microsoft Excel, Time Management, Event Planning, Training, Teamwork, Visual Merchandising, Sales, Budgets, Coaching, Critical Thinking, Employee Relations, Forecasting, Operations Management, Logistics, Social Media, Social Networking
Education
North Carolina State University 2008 — 2012
B.S, Business Administration; Supply Chain/Operations Management and Finance
North Carolina State University 2008 — 2012
Bachelor of Science (B.S.), Logistics, Materials, and Supply Chain Management
Necaise Insurance & Financial Services, a Nationwide Agency January 2014 - Present
Rabon Insurance Agency, a Nationwide Agency June 2012 - December 2013
Thompson Financial Group August 2011 - June 2012
The Georgia Group December 2009 - August 2011
AXA Advisors November 2008 - December 2009
The Great Frame Up April 2004 - February 2009
Seagull Floors August 1999 - November 2003
Skills
Wealth, Securities, Disability Insurance, Annuities, Long Term Care, Investments, Insurance, Portfolio Management, Health Insurance, Wealth Accumulation, Insurance Planning, Fixed Annuities, Financial Planners, Long-term Care, Series 7, Life Insurance, Strategic Financial..., Small Business, Financial Services, Retirement
Education
Northern Illinois University 1982 — 1987
MBA, Finance
Indiana University Bloomington 1974 — 1978
BS, Business/Accounting
New Castle Chrysler HS
New Castle Chrysler HS
New Castle Chrysler HS
New Castle Chrysler HS
Garnett Retirement Group April 2015 - Present
Pensionmark Retirement Group April 2015 - Present
Leading Edge Retirement Plan Advisors, LLC January 2014 - February 2015
Principal Financial Group August 2007 - December 2013
Vanguard January 2007 - August 2007
Vanguard May 2005 - December 2006
Vanguard February 2004 - April 2005
Thompson Financial Group May 2003 - January 2004
Skills
Retirement Planning, Mutual Funds, Retirement, Investments, Employee Benefits, Finance, Financial Services, Financial Planning, Financial Advisory, Insurance, 401k, Securities, Series 6, Pensions, Life Insurance
Education
Appalachian State University 1999 — 2003
Bachelor of Science (BS), Finance and Financial Management Services
Lincoln Financial Advisors October 2012 - Present
Thompson Financial Group September 2010 - October 2012
Derse Morgen August 2005 - September 2010
Ameriprise Financial December 1992 - September 2003
Skills
Comprehensive Financial..., Financial Services, Mutual Funds, Financial Planning, Financial Advisory, Investments, Wealth, Retirement Planning, Wealth Management
Education
University of Minnesota-Twin Cities 1980 — 1984
Bachelor's degree, Accounting
Thompson Financial Group August 2009 - Present
Merrill Lynch May 2007 - July 2008
Education
University of South Carolina - Darla Moore School of Business 2004 — 2009
Finance/Economics
Thompson Financial Group 2006 - Present
NML 1981 - 2006
Skills
Retirement, Insurance, Securities, Employee Benefits, Qualified Retirement..., Business, Financial Advisory, Strategic Planning, 401k, Retirement Planning, Finance, Disability Insurance, Financial Services, Estate Planning, Retirement Income..., Business Succession..., Wealth Accumulation..., Estate Conservation..., Executive Benefit..., Life Settlements, Financial Products &...
Education
The American College 1993 — 1995
ChFC®, Chartered Financial Consultant
The American College 1987 — 1989
CLU®, Chartered Life Underwriter
UNCC 1977 — 1981
BA, Business Administration
Western Guilford
Institute for Advanced Analytics at North Carolina State University May 2015 - Present
- August 2009 - Present
Queen's Grant Community School August 2010 - April 2015
Charlotte-Douglas International Airport November 2008 - October 2013
United Faith Christian Academy June 2009 - May 2010
Charlotte Christian School January 2009 - July 2009
CBS Radio February 2009 - April 2009
Charlotte Christian School October 2008 - February 2009
Thompson Financial Group 2009 - 2009
Melbourne South Dragons 2006 - 2006
Skills
Curriculum Development, Mathematics Education, Public Speaking, Algebra, Pre-Calculus, Geometry, Tutoring, Educational Technology, Curriculum Design, Classroom, Teaching, Inquiry-based Learning, Calculus, Trigonometry, Secondary Education, Aviation, Commercial Aviation, Airport Management, Airport Development, Airport Construction, Aviation Regulations, Financial Analysis, Personal Financial..., Classroom Management, Program Management, Educational Leadership, Policy, Instructional Technology, Basketball, Lesson Planning, Teacher Training, Student Development, Instructional Design, Staff Development, Student Affairs, Higher Education, E-Learning, Science, Community Outreach, Adult Education, Supervisory Skills, Computer Technology, Strategic Planning, Event Planning, Social Media, Leadership, Event Management, Analytics, Management, Team Building
Education
Western Carolina University 2011 — 2012
Teacher Certification, Grades 9-12, Mathematics
North Carolina State University 1992 — 1996
BS, Applied Mathematics
HM Properties October 2008 - Present
Allen Tate Realtors April 2000 - October 2008
Unum April 1998 - April 2000
Thompson Financial Group June 1997 - April 1998
Member Services, Inc. July 1996 - June 1997
Skills
Real Estate, Investors, Townhomes, Real Estate Transactions, Luxury, SFR, Move Up Buyers, Buyers, Marketing, Negotiation, Contract Negotiation, Property, Sales, Leadership, Property Management, Brokerage
Education
University of North Carolina at Chapel Hill 1992 — 1996
BA, Communications & Studio Art Double Major
Myers Park High School 1989 — 1992
The Language Academy of the Carolinas July 2011 - Present
MD-IT July 2008 - July 2011
HRG North America August 2006 - November 2007
Ayusa December 2005 - August 2006
AT-NET Services, Inc. January 2004 - October 2005
New England Financial, A MetLife Company December 2003 - January 2004
Thompson Financial Group March 2002 - December 2003
Rheon USA November 2000 - February 2002
Pesta, Finnie, & Associates November 1997 - May 2000
Docucon Incorporated March 1993 - August 1996
Skills
Customer Service, Microsoft Office, Microsoft Excel, Research, Microsoft Word, Event Planning, Public Speaking, Healthcare, Data Entry, Outlook, Accounting, Sales, Project Management, Budgets, Management, Strategic Planning, Leadership
Education
The University of Texas at San Antonio 1990 — 1997
Bachelor of Business Administration (BBA) and Master of Taxation (MT), Accounting and Tax
Sports Systems March 2014 - March 2015
MultiPlan March 2009 - November 2013
VShift March 2006 - November 2008
MLX.com November 2005 - February 2006
Thompson Financial Group July 2005 - October 2005
VMC Satellite June 2003 - July 2005
Self May 2002 - June 2003
Omega Consulting March 2001 - May 2002
Yellowbrix.com October 2000 - January 2001
Zonafinanciera.com July 2000 - October 2000
Skills
HTML, AJAX, Web Applications, Project Management, SOAP, JavaScript, ColdFusion, Research, Microsoft Excel, SQL, Customer Service, Social Networking, Business Intelligence, Web Services, XML, Photoshop, CSS, Java
Education
University of Virginia 1986 — 1990
Bachelor's degree, Foreign Affairs
George Mason University
Course, Coldfusion Web Development Certificate
NYU School of Continuing and Professional Studies
Course, Java I
School of Visual Arts
Course, Intro to Flash CS4
University of Virginia School of Continuing and Professional Studies
Course, Intro to Java Programming
University of Virginia School of Continuing and Professional Studies
Course, Intro to Programming Concepts
Lehman Brothers February 2009 - Present
Barclays Capital September 2008 - February 2009
Lehman Brothers July 2008 - September 2008
Citigroup July 2007 - July 2008
Citigroup July 2005 - July 2007
Hebrew Free Loan June 2003 - February 2005
Thompson Financial Group 2005 - 2005
MTA New York City Transit 2002 - 2003
Skills
Capital Markets, Equities, Finance, Financial Structuring, Leadership, Options, Process Improvement, Strategic Planning
Education
City University of New York-Brooklyn College 2000 — 2004
BS, Business Management, Accounting
Touro College
Self Employed Financial Training Consultant September 2009 - Present
Boston Financial Data Services 2000 - 2009
Addison Avenue Financial Partners 1999 - 2000
Thompson Financial Group 1998 - 1998
Fidelity Capital Markets 1979 - 1997
Education
Suffolk University 2001 — 2004
MS Org, Learning, Adult and Organizational Learning
Northeastern University 1973 — 1981
BS Finance
Carolinas HealthCare System September 2014 - Present
Leave it to Lauren March 2013 - Present
Got To Go America October 2012 - February 2013
Thompson Financial Group January 2011 - November 2012
Thompson Financial Group 2011 - 2011
Thompson Financial Group 2011 - 2011
Council for Children Rights January 2010 - October 2010
The Charlotte Observer May 2009 - October 2009
The Charlotte Observer January 2008 - April 2009
The Charlotte Observer October 2006 - January 2008
Skills
Management, Customer Service, Market Research, Copywriting, Microsoft Excel, Advertising, Cold Calling, Sales, Sales Management, Marketing, Time Management
Education
Appalachian State University 2002 — 2005
Bachelor, Business Administration and Marketing
Wells Fargo June 2013 - Present
Wells Fargo January 2011 - June 2013
R.E.A.C.H. - Relaying Empowerment, Anything Can Happen June 2010 - January 2012
Thompson Financial Group May 2010 - October 2010
Sony Ericsson Mobile Communications January 2009 - August 2009
Wachovia, A Wells Fargo Company May 2007 - April 2009
Financial Symmetry Inc. September 2008 - December 2008
Skills
Accounting, Microsoft Excel, Financial Analysis, Spanish, Finance, Internal Controls, Microsoft Word, Auditing, Financial Accounting, Management, PowerPoint, Financial Reporting, Investments, Banking, Internal Audit, Risk Management
Education
North Carolina State University - College of Management 2006 — 2010
Bachelor of Science, Finance
Herricks High School 2000 — 2003
North Carolina State University
Principal Financial Group January 2004 - Present
Thompson Financial Group September 2000 - January 2004
Northwestern Mutual March 1987 - September 2000
Skills
401k, 403 b, SEP IRA, Simple IRA, Variable Annuities, Fixed Annuities, Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Disability Income..., Estate Planning, Executive Benefit..., Financial Needs Analysis, Income Protection, Informal Business..., Traditional IRA, Roth IRA, Key Person Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 6, Series 63, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Whole Life Insurance
Education
University of Nebraska at Omaha 1969 — 1973
Bachelor's Degree, Communications
Stephanie L. Schneider PA February 2005 - Present
Daily Business Review November 2002 - June 2005
Moody's Investors Service 1995 - 1998
Thompson Financial Group 1993 - 1995
IDD Investment Services January 1991 - 1995
Skills
Public Speaking, Marketing, Business Development, Advertising, Strategic Planning, Leadership, Marketing Communications, Management, Strategy, New Business Development, Marketing Strategy, Sales, Team Building, Event Planning, Training, Public Relations, Entrepreneurship, Fundraising, Market Research, Business Planning, Online Marketing, Coaching, Customer Service, Start-ups, Strategic Partnerships, Sales Management, Account Management, Social Networking, Negotiation, Recruiting, Budgets, Leadership Development, Email Marketing, Social Media, Event Management, Business Strategy
Education
Central Connecticut State University 1975 — 1979
BS, Business Admin
John F. Kennedy HS, Bellmore, NY
Matson Money July 2008 - Present
Thompson Financial Group February 2006 - July 2008
Education
Elon University 2001 — 2005
BS, Finance
Allstate Insurance July 2003 - Present
Thompson Financial Group May 1998 - June 2003
The Financial Group-Charlotte June 1992 - April 1998
Skills
Retirement Planning, Fixed Annuities, Retirement, Life Insurance, Disability Insurance, Mutual Funds, Long-term Care, Employee Benefits, Investments, Financial Advisory, Finance, Insurance, Health Insurance, Term Life Insurance, Series 63, IRAs
Education
Appalachian State University 1988 — 1992
Insurance, Insurance, Finance
Providence Day School 1982 — 1988
iBoatTrack August 2013 - Present
Horizon Marine September 2006 - Present
Meketa Investment Group 1991 - 2006
Thompson Financial Group 1989 - 1991
Bytex 1987 - 1989
D&B Technical Economic Services 1985 - 1987
Evans Products 1982 - 1983
Skills
Product Management, Program Management, Process Improvement, Microsoft Office, Portfolio Management, Strategic Planning, Project Management, Strategic Partnerships, Vendor Management, Leadership, Sales, Business Strategy, Start-ups
Education
Tulane University 1980 — 1985
BA, Economics
Tabor Academy 1976 — 1980
Graduate
Thompson Financial Group April 1978 - April 2014
New England Financial April 1978 - April 2014
Skills
Retirement, Finance, Financial Advisory, Investments, Securities, Life Insurance, Wealth
Education
Rollins College - Crummer Graduate School of Business 1975 — 1976
MBA, Concentration in Finance
Culver Military Academy 1968 — 1971
Boston Medical Center March 2014 - Present
Tufts Shared Services July 2013 - March 2014
Brookfield Renewable Energy Group March 2012 - June 2013
Partners HealthCare April 2008 - March 2012
Oliver Wyman 2004 - 2007
Thompson Financial Group 2004 - 2004
Skills
Sarbanes-Oxley Act, Financial Analysis, Accounting, Financial Reporting, General Ledger
Education
Suffolk University 2000 — 2004
BSBA, Accounting
Suffolk University
St. Matthias Parish October 2010 - Present
St. John's University March 2001 - January 2006
Thompson Financial Group May 1997 - March 2001
Skills
Volunteer Management, Community Outreach, Public Speaking, Event Planning, Fundraising, Nonprofits, Program Development, Theology, Religion, Research, Teaching, Pastoral Care, Microsoft Word
Education
New York Institute of Technology-Old Westbury