Thompson Financial Group

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Thompson Financial Group Employees

Employee
Years
Job
Industry
Marc L. Dvorak Marc L. Dvorak Tampa/St. Petersburg, Florida Area Details
Marc L. Dvorak's Thompson Financial Group Experience March 2001 - June 2006
Job Regional Consultant at USAA
Industry Investment Management
Experience
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

Brian Nickel Brian Nickel Phoenix, Maryland Details
Brian Nickel's Thompson Financial Group Experience August 2014 - January 2015
Job Financial Services Representative at Mass Mutual Financial Group
Industry International Affairs
Experience
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

Dawn Walsh Dawn Walsh West Yarmouth, Massachusetts Details
Dawn Walsh's Thompson Financial Group Experience 1989 - 1994
Job Realtor at Kinlin Grover Real Estate
Industry Real Estate
Experience
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

Ragan Sheets Ragan Sheets Charlotte, North Carolina Details
Ragan Sheets's Thompson Financial Group Experience August 2011 - February 2012
Job Internal Sales Specialist Time Financial at Crump Life Insurance Services
Industry Financial Services
Experience
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

Alexandra Clontz Alexandra Clontz Charlotte, North Carolina Details
Alexandra Clontz's Thompson Financial Group Experience June 2011 - April 2012
Job District Manager at ALDI Stores
Industry Retail
Experience
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

David H. Macer David H. Macer Morehead City, North Carolina Details
David H. Macer's Thompson Financial Group Experience August 2011 - June 2012
Job Associate Agent
Industry Financial Services
Experience
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

Todd Sink, CFP®, ChFC®, AIF®, CRPS® Todd Sink, CFP®, ChFC®, AIF®, CRPS® Tampa/St. Petersburg, Florida Area Details
Todd Sink, CFP®, ChFC®, AIF®, CRPS®'s Thompson Financial Group Experience May 2003 - January 2004
Job Retirement Plan Consultant at Garnett Retirement Group
Industry Financial Services
Experience
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

Patrick Twiest Patrick Twiest United States Details
Patrick Twiest's Thompson Financial Group Experience September 2010 - October 2012
Job Private Wealth Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
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

James Tuttle James Tuttle Charlotte, North Carolina Area Details
James Tuttle's Thompson Financial Group Experience August 2009 - Present
Job Investment Advisor and Financial Advisor
Industry Investment Management
Experience
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

W. Louis Herford, CLU®, ChFC® W. Louis Herford, CLU®, ChFC® Charlotte, North Carolina Area Details
W. Louis Herford, CLU®, ChFC®'s Thompson Financial Group Experience 2006 - Present
Job VicePresident of Advanced Planning / Investment Adviser Representative / Financial Representative
Industry Financial Services
Experience
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

Todd Fuller Todd Fuller Raleigh-Durham, North Carolina Area Details
Todd Fuller's Thompson Financial Group Experience 2009 - 2009
Job M.S. Candidate in Analytics at the Institute for Advanced Analytics at North Carolina State University
Industry Information Technology and Services
Experience
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

Suzanne Campbell Suzanne Campbell Charlotte, North Carolina Area Details
Suzanne Campbell's Thompson Financial Group Experience June 1997 - April 1998
Job Real Estate Broker
Industry Real Estate
Experience
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

Kimberly Gough Kimberly Gough Orlando, Florida Details
Kimberly Gough's Thompson Financial Group Experience March 2002 - December 2003
Job Business Manager at The Language Academy of the Carolinas
Industry Higher Education
Experience
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

Christophe Maso Christophe Maso New York, New York Details
Christophe Maso's Thompson Financial Group Experience July 2005 - October 2005
Job Senior Web Developer
Industry Information Technology and Services
Experience
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

Irina Svistunova Irina Svistunova Greater New York City Area Details
Irina Svistunova's Thompson Financial Group Experience 2005 - 2005
Job at Lehman Brothers
Industry Financial Services
Experience
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

Robert Lo Re Robert Lo Re Greater Boston Area Details
Robert Lo Re's Thompson Financial Group Experience 1998 - 1998
Job Seeking New Opportunities in Financial Services &/OR Training & Development
Industry Financial Services
Experience
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

Lauren Rieger Lauren Rieger Charlotte, North Carolina Details
Lauren Rieger's Thompson Financial Group Experience January 2011 - November 2012
Job Management Associate on Revenue Cycle Team at Carolinas HealthCare System
Industry Hospital & Health Care
Experience
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

Betty Cao Betty Cao Austin, Texas Area Details
Betty Cao's Thompson Financial Group Experience May 2010 - October 2010
Job Investment Manager at Wells Fargo
Industry Banking
Experience
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

Larry Huelsman Larry Huelsman Charlotte, North Carolina Area Details
Larry Huelsman's Thompson Financial Group Experience September 2000 - January 2004
Job Sr. Financial Services Representative
Industry Financial Services
Experience
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

Hillary Josephs Hillary Josephs Miami/Fort Lauderdale Area Details
Hillary Josephs's Thompson Financial Group Experience 1993 - 1995
Job Business Developement at Stephanie L. Schneider PA
Industry Law Practice
Experience
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

Alex Ash Alex Ash Cincinnati Area Details
Alex Ash's Thompson Financial Group Experience February 2006 - July 2008
Job Advisor Coach at Matson Money
Industry Investment Management
Experience
Matson Money  July 2008 - Present
Thompson Financial Group   February 2006 - July 2008

Education
Elon University   2001 — 2005
BS, Finance

Kelly Plott Kelly Plott Charlotte, North Carolina Area Details
Kelly Plott's Thompson Financial Group Experience May 1998 - June 2003
Job Personal Financial Representative at Allstate Insurance
Industry Insurance
Experience
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

Clark Gee Clark Gee Greater Boston Area Details
Clark Gee's Thompson Financial Group Experience 1989 - 1991
Job CIO at Horizon Marine
Industry Information Technology and Services
Experience
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

Peirce Ward Peirce Ward Charlotte, North Carolina Area Details
Peirce Ward's Thompson Financial Group Experience April 1978 - April 2014
Job Financial Services Professional at HF Financial / MassMutual Financial Group
Industry Financial Services
Experience
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

Elizabeth Seavey Elizabeth Seavey Greater Boston Area Details
Elizabeth Seavey's Thompson Financial Group Experience 2004 - 2004
Job Team Lead at Boston Medical Center
Industry Hospital & Health Care
Experience
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

Nathalie Godet Nathalie Godet North Brunswick, New Jersey Details
Nathalie Godet's Thompson Financial Group Experience May 1997 - March 2001
Job Administrative Assistant at St. Matthias Parish
Industry Religious Institutions
Experience
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