Tower Square Securities, Inc.
Industry: Company
DescriptionHeadquarters: New York City, NY Founded: 1968 Parent organizations: MetLife, Cetera Advisor Networks LLC Subsidiaries: TOWER SQUARE SECURITIES INSURANCE AGENCY OF OHIO, INC,
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Tower Square Securities, Inc. Employees
Financial Partners Group March 2015 - Present
Georgetown Financial Group, Inc. 2005 - 2006
Tower Square Securities, Inc. 2004 - 2005
Tower Square Securities 2003 - 2004
Lincoln Financial Advisors 2002 - 2003
Lincoln Financial Advisors 2000 - 2002
Skills
Marketing, Wellness, Nutrition, Public Speaking, Customer Service, Customer Retention, Relationship Marketing, Personal Training, Social Networking, Small Business, Training, Entrepreneurship, Blogging, Coaching, Leadership Development, Home Based Business, Team Building, Management
Education
Ball State University
Indiana University-Purdue University at Fort Wayne
Georgia Department of Banking & Finance July 2014 - Present
Georgia Secretary of State April 2013 - July 2014
K’s HOUSE-Group Home November 2010 - November 2012
HARTFORD FINANCIAL SERVICES May 2006 - November 2009
Tower Square Securities, Inc. August 1999 - December 2005
Travelers Property & Casualty April 1996 - August 1999
Aetna May 1990 - April 1996
Skills
Compliance, Excel, Customer Service, Securities, Word, Outlook, PowerPoint, Microsoft Office, Lotus Notes, Problem Solving, Licensing, Microsoft Excel, Accounts Payable, Leadership, Policy, Microsoft Word
Education
Atlanta Technical College 2012 — 2014
Associate's Degree, Business Administration and Management, General, 3.0
Eastern Connecticut State University 2006 — 2007
Certificate, Paralegal Studies
US Small Business Administration May 2009 - Present
Wachovia Small Business Capital September 2005 - September 2008
US Small Business Administration October 2004 - July 2005
E*TRADE Financial July 2002 - March 2003
Travelers Insurance and Tower Square Securities, Inc. 1995 - 2002
Tower Square Securities, Inc. 1995 - 1998
H.C. Wainwright & Co., Inc. 1994 - 1995
Commonwealth of Massachusetts 1991 - 1994
John Hancock 1989 - 1991
NASD (now FINRA) 1982 - 1989
Skills
Loans, Program Management, Management, Litigation, Securities, Legal Writing, Corporate Governance, Licensing, Credit, Financial Risk, Portfolio Management, Investments, Asset Management, Small Business, Financial Services
Education
Suffolk University Law School 1985 — 1989
JD
Boston University
B.L.S.
AmeriPride Services September 2013 - Present
AmeriPride Services December 2011 - September 2013
State Industrial Products April 2010 - December 2011
Tower Square Securities, Inc. April 2007 - December 2010
Skills
Customer Relations, Cold Calling, Contract Negotiation, Marketing Strategy, Account Management, New Business Development, Independent Thinker, Strategic Thinking, High Energy, Social Networking, Listening Skills, Attention To Detail, B2B, Sales Process, Sales Operations, Leadership, Sales, Sales Presentations, Inventory Management, Marketing, Direct Sales, CRM, Selling, Sales Force Development, Customer Retention, Outside Sales, Salesforce.com, Qualifying Prospects, Pricing, Training, Key Account Development, Strategic Selling, Key Account Management, Forecasting, Deal Closure, Hiring, Building Relationships, Free Thinking, Management, Recruiting, Relationship Building
Education
SUNY College of Technology at Canton 1989 — 1994
AAS
Elmira College 1991 — 1991
Cetera Advisor Networks LLC September 2013 - Present
Tower Square Securities, Inc. May 2009 - Present
MetLife November 2006 - December 2008
U.S.S. Benfold October 1994 - December 1998
Skills
Retirement Planning, Fixed Annuities, Investments, Alternative Investment..., Stock Trading, Variable Annuities, 403 b, College Savings Plans, Financial Analysis, Strategic Financial..., Stock Market Analysis, TSP, Financial Risk..., Mutual Funds, Wealth Management..., Series 65, Asset Management, Tactical Asset..., Dynamic Asset Allocation, Series 7, Series 63, Financial Planners, Project Management
Education
Cal State Fullerton 2004 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Golden West College 2000 — 2003
Associate of Arts (A.A.), General Studies
Greenville Estate Planning Association 2000 - Present
ACI Financial 1995 - Present
Tower Square Securities, Inc. 1995 - Present
Probity Advisors 2004 - 2006
Travelers Life & Annuity 1978 - 2005
Skills
Insurance, Estate Planning, Financial Planning, Fixed Annuities, Wealth Management, FINRA, Life Insurance, Disability Insurance, Mutual Funds, Asset Allocation, Securities, Long-term Care, Portfolio Management, Strategic Financial..., Investment Advisory, IRAs, Term Life Insurance, Long Term Care Insurance, Investment Strategies, Variable Annuities, Whole Life, Alternative Investments, 401k Rollovers, Roth IRA, Certified Financial..., College Savings Plans
Education
The American College 1980 — 1986
CLU CHFC
Presbyterian College 1973 — 1977
BS, Business Administration
Cambridge Investment Research, Inc. October 2011 - Present
Jeff Horton Insurance and Investments September 1986 - Present
Horton Financial Services, Inc. September 1985 - Present
Tower Square Securities, Inc. March 2000 - October 2011
Royal Alliance March 1999 - March 2000
Skills
Series 7, Series 63, Series 24, Variable Annuities, 401k, IRAs, Mutual Funds, Financial Services, Management, Customer Service, Office Management, Sales, Life Insurance, Retirement Planning
Education
Spartanburg Community College 1987 — 1989
Computer Science
University of South Carolina Upstate 1985 — 1987
Business Administration and Management, General
Boiling Springs High School 1983 — 1985
High School
UTC Aerospace Systems January 2015 - Present
UTC Aerospace Systems June 2013 - January 2015
ClearEdge Power (formerly UTC Power) February 2011 - March 2013
Liberty Honda March 2009 - February 2011
Tower Square Securities, Inc. 2004 - 2007
American Express Financial Advisors 2003 - 2004
Education
The University of Connecticut School of Business 2009 — 2012
MBA, International Business and Operations Management
Central Connecticut State University 1997 — 2001
Bachelor of Arts (B.A.), International/Global Studies
Beijing Institute of Education 1999 — 2000
Lawrence and Memorial Hospital February 2011 - Present
Hartford Life May 2006 - August 2008
Tower Square Securities, Inc. March 2001 - December 2005
Skills
Healthcare, BLS, Inpatient, Nursing, Patient Safety, HIPAA, Healthcare Management, Customer Service, Acute Care, Patient Advocacy, Medical/Surgical, Meditech, EMR, Patient Education, Medication..., Medical Terminology, Wound Care, Vital Signs, Health Education, IV, Infection Control, ACLS, NRP, Labor and Delivery
Education
Southern Connecticut State University 2008 — 2010
BS, Nursing
Capital Technical Community College 1991 — 1993
AS, Liberal Arts
Cetera Advisor Networks LLC September 2013 - Present
E.P. Jordan & Associates, Inc January 1990 - Present
Tower Square Securities, Inc. January 1996 - August 2013
Travelers Life & Annuity 1990 - 2005
Skills
Securities, FINRA, Retirement Planning, Series 7, Mutual Funds, Wealth Management, Series 63, Series 6, Fixed Annuities, Insurance, Strategic Financial..., Series 24, Series 53
Education
The American College 1986 — 1987
CLU, ChFC, Insurance & Financial Services
State University of New York at Buffalo - School of Management 1976 — 1978
BS, Management
SUNY College of Environmental Science & Forestry 1972 — 1974
A.A.S., Forestry Management & Surveying
Marsh & McLennan Companies, Inc. April 2003 - December 2005
Travelers Life & Annuity 2002 - 2003
Tower Square Securities, Inc. 1999 - 2002
Skills
Compliance, Mutual Funds, Securities, Corporate Governance, Fixed Annuities, Insurance
Education
Boston University School of Law 1965 — 1966
LL.M., Taxation
Boston College Law School 1962 — 1965
J.D., Law
University of Pennsylvania 1958 — 1962
A.B., English
Home September 2012 - Present
Emmanuel Lutheran Church June 2010 - September 2012
Caritas Health and Wellness Center August 2006 - February 2010
Children's Hospital Boston November 2002 - July 2005
Tower Square Securities, Inc. 2001 - 2002
Skills
Administrative...
Education
Randolph College 1996 — 2000
BA, French Literature