Transamerica Capital
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Transamerica Capital Employees
Employee
Years
Job
Industry
Sean Jackett Sean Jackett's Transamerica Capital Experience 2008 - Present
Job Regional V.P. at Transamerica Capital
Industry Financial Services
Experience
Transamerica Capital 2008 - Present
Skills
Series 6, Series 63, New York Life & Health, Continuing Education..., Mutual Funds, Retirement Plan..., Fixed Annuities, Variable Annuities, Presenter, Retirement Income...
Education
East Stroudsburg University of Pennsylvania 1997 — 2000
Bachelor of Science (B.S.), Kinesiology and Exercise Science
Transamerica Capital 2008 - Present
Skills
Series 6, Series 63, New York Life & Health, Continuing Education..., Mutual Funds, Retirement Plan..., Fixed Annuities, Variable Annuities, Presenter, Retirement Income...
Education
East Stroudsburg University of Pennsylvania 1997 — 2000
Bachelor of Science (B.S.), Kinesiology and Exercise Science
Tim Knight, ChFC, CRPC, CFS Tim Knight, ChFC, CRPC, CFS's Transamerica Capital Experience February 2006 - May 2009
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial December 2013 - Present
Allianz Life May 2010 - November 2013
First Command Financial Planning September 2009 - May 2010
Transamerica Capital February 2006 - May 2009
Guardian Life Insurance May 2005 - February 2006
Federated Investors January 2004 - May 2005
H.D. Vest Financial Services 1997 - 2004
Skills
Retirement Planning, Mutual Funds, Series 7, 401k, Life Insurance, Fixed Annuities, Sales, Variable Annuities, Series 63, Retirement, Financial Planning, Negotiation, Strategic Financial..., Training
Education
University of North Texas 1989 — 1993
BS, Psychology
Nationwide Financial December 2013 - Present
Allianz Life May 2010 - November 2013
First Command Financial Planning September 2009 - May 2010
Transamerica Capital February 2006 - May 2009
Guardian Life Insurance May 2005 - February 2006
Federated Investors January 2004 - May 2005
H.D. Vest Financial Services 1997 - 2004
Skills
Retirement Planning, Mutual Funds, Series 7, 401k, Life Insurance, Fixed Annuities, Sales, Variable Annuities, Series 63, Retirement, Financial Planning, Negotiation, Strategic Financial..., Training
Education
University of North Texas 1989 — 1993
BS, Psychology
Allison Hernquist Allison Hernquist's Transamerica Capital Experience July 2009 - March 2010
Job Registered Nurse at Parker Adventist Hospital
Industry Hospital & Health Care
Experience
Centura Health - Parker Adventist Hospital 2014 - Present
DaVita April 2012 - May 2013
Miles / Weaver May 2010 - April 2012
Transamerica Capital July 2009 - March 2010
Celestial Seasonings August 2008 - December 2008
Mania TV May 2007 - August 2007
Ovation Property Management May 2005 - August 2005
Skills
Customer Service, Market Research, Promotions, Public Relations, Press Releases, Accounting, Web Project Management, Data Analysis, Online Advertising, Marketing Strategy, Leadership, Sales, Social Media Marketing
Education
Regis University 2013 — 2014
Bachelor of Science (BS), Registered Nursing/Registered Nurse
University of Colorado at Boulder 2004 — 2009
Bachelor of Science (B.S.), Broadcast Journalism
University of Colorado at Boulder - Leeds School of Business 2004 — 2009
Bachelor of Business Administration, Marketing and Management
Centura Health - Parker Adventist Hospital 2014 - Present
DaVita April 2012 - May 2013
Miles / Weaver May 2010 - April 2012
Transamerica Capital July 2009 - March 2010
Celestial Seasonings August 2008 - December 2008
Mania TV May 2007 - August 2007
Ovation Property Management May 2005 - August 2005
Skills
Customer Service, Market Research, Promotions, Public Relations, Press Releases, Accounting, Web Project Management, Data Analysis, Online Advertising, Marketing Strategy, Leadership, Sales, Social Media Marketing
Education
Regis University 2013 — 2014
Bachelor of Science (BS), Registered Nursing/Registered Nurse
University of Colorado at Boulder 2004 — 2009
Bachelor of Science (B.S.), Broadcast Journalism
University of Colorado at Boulder - Leeds School of Business 2004 — 2009
Bachelor of Business Administration, Marketing and Management
Karen Graham Karen Graham's Transamerica Capital Experience October 2013 - Present
Job Regional Vice President at TransAmerica Capital
Industry Insurance
Experience
TransAmerica Capital October 2013 - Present
Protective Life May 2008 - August 2013
Federated Investors 2005 - 2008
Fifth Third Bank 2002 - 2005
Fifth Third Bank 1999 - 2004
KeyBank January 1991 - May 1999
KeyBank January 1997 - January 1999
Key Bank 1990 - 1997
KeyBank January 1992 - January 1993
KeyBank January 1991 - January 1992
Skills
Investments, Mutual Funds, Series 7, Banking, Securities, Sales, Sales Operations, Financial Advisory, Management, Training, CRM, Wealth, Financial Planners, Credit, Coaching, Fixed Annuities, Wealth Management..., Finance, Series 63, Estate Planning, Retirement Planning, Portfolio Management, 401k, Series 6, Retirement, IRAs, Life Insurance, Variable Annuities, Wealth Management, Long-term Care, Insurance
Education
Texas State University-San Marcos 1982 — 1989
Bachelor of Science
TransAmerica Capital October 2013 - Present
Protective Life May 2008 - August 2013
Federated Investors 2005 - 2008
Fifth Third Bank 2002 - 2005
Fifth Third Bank 1999 - 2004
KeyBank January 1991 - May 1999
KeyBank January 1997 - January 1999
Key Bank 1990 - 1997
KeyBank January 1992 - January 1993
KeyBank January 1991 - January 1992
Skills
Investments, Mutual Funds, Series 7, Banking, Securities, Sales, Sales Operations, Financial Advisory, Management, Training, CRM, Wealth, Financial Planners, Credit, Coaching, Fixed Annuities, Wealth Management..., Finance, Series 63, Estate Planning, Retirement Planning, Portfolio Management, 401k, Series 6, Retirement, IRAs, Life Insurance, Variable Annuities, Wealth Management, Long-term Care, Insurance
Education
Texas State University-San Marcos 1982 — 1989
Bachelor of Science
Nate Murphree Nate Murphree's Transamerica Capital Experience January 2007 - February 2009
Job Regional Vice President at First Annuity
Industry Financial Services
Experience
First Annuity February 2009 - Present
Transamerica Capital January 2007 - February 2009
WMFS February 2006 - February 2007
AP Financial January 2004 - January 2006
Skills
Annuities, Annuity, Mutual Funds, Series 7, Wholesaling, Fixed Annuities, Equity Indexed Annuities, Sales, Series 6, Life Insurance, Retirement Planning, Wholesale, Financial Advisory, Variable Annuities, Series 63, Insurance, Retirement, IRAs, Finance, 401k, Term Life Insurance, Disability Insurance, Long-term Care, Asset Allocation, Wealth Management
Education
Colorado State University 2003 — 2004
Front Range Community College 2001 — 2003
Estes Park 1996 — 2000
First Annuity February 2009 - Present
Transamerica Capital January 2007 - February 2009
WMFS February 2006 - February 2007
AP Financial January 2004 - January 2006
Skills
Annuities, Annuity, Mutual Funds, Series 7, Wholesaling, Fixed Annuities, Equity Indexed Annuities, Sales, Series 6, Life Insurance, Retirement Planning, Wholesale, Financial Advisory, Variable Annuities, Series 63, Insurance, Retirement, IRAs, Finance, 401k, Term Life Insurance, Disability Insurance, Long-term Care, Asset Allocation, Wealth Management
Education
Colorado State University 2003 — 2004
Front Range Community College 2001 — 2003
Estes Park 1996 — 2000
Joseph Schultz Joseph Schultz's Transamerica Capital Experience May 2014 - Present
Job Regional Vice President at Transamerica Capital
Industry Investment Management
Experience
Transamerica Capital May 2014 - Present
Annex Wealth Management August 2012 - May 2014
Transamerica Capital November 2003 - August 2012
SysLogic, Inc. October 1995 - November 2003
Andersen Consulting September 1992 - October 1995
Skills
Financial Planners, Information Technology, Mutual Funds, Variable Annuities, Life Insurance, Long Term Care Insurance, Investments, ETFs, Financial Markets
Education
University of Wisconsin-Milwaukee 1989 — 1992
Bachelor of Business Administration (BBA), Finance and Marketing, 3.8 GPA (4.0 scale)
Kent State University 1987 — 1989
Business Administration
Transamerica Capital May 2014 - Present
Annex Wealth Management August 2012 - May 2014
Transamerica Capital November 2003 - August 2012
SysLogic, Inc. October 1995 - November 2003
Andersen Consulting September 1992 - October 1995
Skills
Financial Planners, Information Technology, Mutual Funds, Variable Annuities, Life Insurance, Long Term Care Insurance, Investments, ETFs, Financial Markets
Education
University of Wisconsin-Milwaukee 1989 — 1992
Bachelor of Business Administration (BBA), Finance and Marketing, 3.8 GPA (4.0 scale)
Kent State University 1987 — 1989
Business Administration
Brannon Hertel Brannon Hertel's Transamerica Capital Experience February 2007 - Present
Job Internal Wholesaler at Transamerica Capital, Inc.
Industry Financial Services
Experience
Transamerica Capital February 2007 - Present
Skills
Retirement Planning, Variable Annuities, Sales Preparation and..., Retirement, Wealth Management, Public Speaking, Event Planning, Life Insurance, Asset Allocation, Series 6
Education
Colorado College 2000 — 2004
M.A., Teaching Humanities
Colorado State University 1996 — 1998
Education, English Endorsement
The University of Kansas 1991 — 1996
Bachelor of Arts (B.A.) English with Creative Writing emphasis, English/Creative Writing
Transamerica Capital February 2007 - Present
Skills
Retirement Planning, Variable Annuities, Sales Preparation and..., Retirement, Wealth Management, Public Speaking, Event Planning, Life Insurance, Asset Allocation, Series 6
Education
Colorado College 2000 — 2004
M.A., Teaching Humanities
Colorado State University 1996 — 1998
Education, English Endorsement
The University of Kansas 1991 — 1996
Bachelor of Arts (B.A.) English with Creative Writing emphasis, English/Creative Writing
Jonathan Jarrell Jonathan Jarrell's Transamerica Capital Experience April 2015 - Present
Job SVP, Divisional Sales Manager at Transamerica Capital
Industry Financial Services
Experience
Transamerica Capital April 2015 - Present
Wells Fargo Advisors December 2014 - Present
Wells Fargo - Retail Retirement December 2006 - Present
Skills
Portfolio Management, Banking, Credit, Strategic Planning, Risk Management, Strategic Financial..., Wealth Management, Mutual Funds, IRAs, Financial Planning, Financial Services, Retirement, Retirement Planning
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Securities Industry Institute - 3 Year Graduate
Financial Services Industry - Licenses & Designations
Series 7, 9 &10, 63, 65, - S.C. Life and Health, Certified Retirement Consultant (CRC) designation
West Virginia State University
Economics
Transamerica Capital April 2015 - Present
Wells Fargo Advisors December 2014 - Present
Wells Fargo - Retail Retirement December 2006 - Present
Skills
Portfolio Management, Banking, Credit, Strategic Planning, Risk Management, Strategic Financial..., Wealth Management, Mutual Funds, IRAs, Financial Planning, Financial Services, Retirement, Retirement Planning
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Securities Industry Institute - 3 Year Graduate
Financial Services Industry - Licenses & Designations
Series 7, 9 &10, 63, 65, - S.C. Life and Health, Certified Retirement Consultant (CRC) designation
West Virginia State University
Economics
Josh Wyatt Josh Wyatt's Transamerica Capital Experience December 2012 - April 2014
Job Regional Vice President
Industry Investment Banking
Experience
@ REIT in Orange County, CA April 2014 - Present
Transamerica Capital December 2012 - April 2014
Allstate Financial March 2011 - December 2012
Ameriprise Financial / RiverSource Distribution September 2010 - January 2011
Jackson National Life September 2006 - July 2010
Van Kampen Investments June 2000 - March 2004
Skills
Annuity, Process Management, Insurance, Mutual Funds, Sales Presentations, Series 7, Series 6, Series 63, Series 65, Retirement Planning, Consultative Approach, Alternative Investments, Investment Strategies, Variable Annuities, Investments
Education
Elmhurst College
BA, Business, Communications
@ REIT in Orange County, CA April 2014 - Present
Transamerica Capital December 2012 - April 2014
Allstate Financial March 2011 - December 2012
Ameriprise Financial / RiverSource Distribution September 2010 - January 2011
Jackson National Life September 2006 - July 2010
Van Kampen Investments June 2000 - March 2004
Skills
Annuity, Process Management, Insurance, Mutual Funds, Sales Presentations, Series 7, Series 6, Series 63, Series 65, Retirement Planning, Consultative Approach, Alternative Investments, Investment Strategies, Variable Annuities, Investments
Education
Elmhurst College
BA, Business, Communications
Christos Bouroutis Christos Bouroutis's Transamerica Capital Experience January 2014 - Present
Job Regional Vice President at Transamerica Capital
Industry Wholesale
Experience
Transamerica Capital January 2014 - Present
MetLife January 2007 - November 2012
Metlife Investors 2005 - 2007
Travelers Life & Annuity, a member of Citigroup 2004 - 2005
Pershing Trading Company 2000 - 2004
Skills
Series 7, Series 63, Series 55, Life & Annuity License, Accident & Health..., Variable Annuities, Fixed Annuities, Single Premium..., Mutual Funds, 401k, Retirement Planning, Wealth Management, Income Distribution, Public Speaking, Securities, FINRA, Investments, Series 6, Financial Advisory, Retirement, Strategic Financial..., Accident, Insurance
Education
City University of New York-College of Staten Island 1995 — 1999
Transamerica Capital January 2014 - Present
MetLife January 2007 - November 2012
Metlife Investors 2005 - 2007
Travelers Life & Annuity, a member of Citigroup 2004 - 2005
Pershing Trading Company 2000 - 2004
Skills
Series 7, Series 63, Series 55, Life & Annuity License, Accident & Health..., Variable Annuities, Fixed Annuities, Single Premium..., Mutual Funds, 401k, Retirement Planning, Wealth Management, Income Distribution, Public Speaking, Securities, FINRA, Investments, Series 6, Financial Advisory, Retirement, Strategic Financial..., Accident, Insurance
Education
City University of New York-College of Staten Island 1995 — 1999
Kelly Bauerle, MBA Kelly Bauerle, MBA's Transamerica Capital Experience November 2009 - June 2011
Job Regional Business Consultant at James Alpha Management, LLC
Industry Financial Services
Experience
James Alpha Management June 2011 - Present
Transamerica Capital November 2009 - June 2011
Old Mutual Investment Partners March 2005 - September 2009
Old Mutual Capital March 2005 - September 2009
Old Mutual Investment Partners 2005 - 2006
American Express Financial Advisors 2002 - 2004
Provident Bank 2000 - 2001
Wells Fargo Bank 1999 - 2000
Skills
Series7, Series 66, Series 24, Sales Management, Wholesaling, Mutual Funds, Annuities, Client Relationship..., MBA, Financial Services, Investments, Wholesale, Uniform Combined State..., Alternative Investments, Fixed Annuities, CRM, Series 7, Securities, Financial Advisory, Strategic Financial..., Asset Management, Finance, Financial Planning, Retirement Planning, Series 63
Education
University of Cincinnati College of Business 2001 — 2002
MBA, Management, Finance and Entrepreneurship
University of Northern Colorado 1995 — 1999
BA, Theatre Arts, Dance Performance and Choreography
Cottonwood High School 1992 — 1995
High School Diploma
James Alpha Management June 2011 - Present
Transamerica Capital November 2009 - June 2011
Old Mutual Investment Partners March 2005 - September 2009
Old Mutual Capital March 2005 - September 2009
Old Mutual Investment Partners 2005 - 2006
American Express Financial Advisors 2002 - 2004
Provident Bank 2000 - 2001
Wells Fargo Bank 1999 - 2000
Skills
Series7, Series 66, Series 24, Sales Management, Wholesaling, Mutual Funds, Annuities, Client Relationship..., MBA, Financial Services, Investments, Wholesale, Uniform Combined State..., Alternative Investments, Fixed Annuities, CRM, Series 7, Securities, Financial Advisory, Strategic Financial..., Asset Management, Finance, Financial Planning, Retirement Planning, Series 63
Education
University of Cincinnati College of Business 2001 — 2002
MBA, Management, Finance and Entrepreneurship
University of Northern Colorado 1995 — 1999
BA, Theatre Arts, Dance Performance and Choreography
Cottonwood High School 1992 — 1995
High School Diploma
Jessica Dickey Jessica Dickey's Transamerica Capital Experience June 2009 - September 2010
Job Administrative, iTunes Business Operations at Apple
Industry Marketing and Advertising
Experience
Apple August 2013 - Present
Swirl July 2012 - July 2013
Delta Gamma Sorority March 2011 - March 2012
The Mountain Winery April 2011 - October 2011
Transamerica Capital June 2009 - September 2010
Santa Clara University, Activities Programming Board (APB) May 2009 - June 2010
Skills
Graphic Design, Digital Photography, Twitter, Facebook, Photoshop, Illustrator, Dreamweaver, Work Orders, Event Planning, Event Management
Education
Santa Clara University - Leavey School of Business 2008 — 2012
BS, Marketing
Apple August 2013 - Present
Swirl July 2012 - July 2013
Delta Gamma Sorority March 2011 - March 2012
The Mountain Winery April 2011 - October 2011
Transamerica Capital June 2009 - September 2010
Santa Clara University, Activities Programming Board (APB) May 2009 - June 2010
Skills
Graphic Design, Digital Photography, Twitter, Facebook, Photoshop, Illustrator, Dreamweaver, Work Orders, Event Planning, Event Management
Education
Santa Clara University - Leavey School of Business 2008 — 2012
BS, Marketing
Kelly Blackman's Transamerica Capital Experience September 2006 - September 2007
Job Business Development Manager at Amazon
Industry Information Technology and Services
Experience
Amazon August 2015 - Present
Zuora April 2014 - August 2015
PeopleMatter May 2013 - April 2014
PeopleMatter January 2013 - May 2013
Forward March 2011 - January 2013
Forward May 2009 - May 2011
Franklin Templeton Investments January 2008 - January 2009
Transamerica Capital September 2006 - September 2007
Skills
Mutual Funds, Finance, Lead Generation, Separately Managed..., Alternative Investments, Wealth Management, Investments, Asset Allocation, Asset Managment, Series 7, Portfolio Management, Fixed Income, Equities, Hedge Funds, Asset Management, Selling, Sales, SaaS, Applicant Tracking..., HR Software, HR Consulting, Software Solution Sales, Series 63, Management, CRM, Sales Operations, Relationship Management, Financial Services, Salesforce.com
Education
Georgia Southern University - College of Business Administration 2002 — 2006
BBA, Finance
Amazon August 2015 - Present
Zuora April 2014 - August 2015
PeopleMatter May 2013 - April 2014
PeopleMatter January 2013 - May 2013
Forward March 2011 - January 2013
Forward May 2009 - May 2011
Franklin Templeton Investments January 2008 - January 2009
Transamerica Capital September 2006 - September 2007
Skills
Mutual Funds, Finance, Lead Generation, Separately Managed..., Alternative Investments, Wealth Management, Investments, Asset Allocation, Asset Managment, Series 7, Portfolio Management, Fixed Income, Equities, Hedge Funds, Asset Management, Selling, Sales, SaaS, Applicant Tracking..., HR Software, HR Consulting, Software Solution Sales, Series 63, Management, CRM, Sales Operations, Relationship Management, Financial Services, Salesforce.com
Education
Georgia Southern University - College of Business Administration 2002 — 2006
BBA, Finance
Tanya Wolfs's Transamerica Capital Experience December 2004 - November 2005
Job Communications Specialist at Dakota Electric Association
Industry Utilities
Experience
Dakota Electric Association October 2010 - Present
Midwest Veterinary Supply April 2007 - October 2010
The Art Institutes International Minnesota November 2006 - April 2007
Conklin Company November 2005 - November 2006
Transamerica Capital December 2004 - November 2005
Skills
InDesign, Marketing Communications, Media Relations, Social Media, Marketing, Public Speaking, Social Networking, Strategic Communications, Advertising
Education
Winona State University 2002 — 2004
BA, Mass Communications - Journalism
University of Minnesota Duluth 1999 — 2001
Communications
Dakota Electric Association October 2010 - Present
Midwest Veterinary Supply April 2007 - October 2010
The Art Institutes International Minnesota November 2006 - April 2007
Conklin Company November 2005 - November 2006
Transamerica Capital December 2004 - November 2005
Skills
InDesign, Marketing Communications, Media Relations, Social Media, Marketing, Public Speaking, Social Networking, Strategic Communications, Advertising
Education
Winona State University 2002 — 2004
BA, Mass Communications - Journalism
University of Minnesota Duluth 1999 — 2001
Communications
Tom Wyneken Tom Wyneken's Transamerica Capital Experience November 2013 - Present
Job Internal Wholesaler at Transamerica Capital
Industry Financial Services
Experience
Transamerica Capital November 2013 - Present
Edward Jones July 2008 - 2013
HSBC Bank 2004 - 2007
Sysco Corporation October 1993 - October 2004
Skills
Management, Investments, Series 7, Retirement Planning, Series 63, Long Term Care Insurance, Variable Annuities, Business Development, Life & Health Insurance..., Mutual Funds
Education
UCLA 1983 — 1986
B.A, History
Transamerica Capital November 2013 - Present
Edward Jones July 2008 - 2013
HSBC Bank 2004 - 2007
Sysco Corporation October 1993 - October 2004
Skills
Management, Investments, Series 7, Retirement Planning, Series 63, Long Term Care Insurance, Variable Annuities, Business Development, Life & Health Insurance..., Mutual Funds
Education
UCLA 1983 — 1986
B.A, History
Jeffrey Liddle CRPC® Jeffrey Liddle CRPC®'s Transamerica Capital Experience October 2013 - Present
Job Regional Vice President at Transamerica Capital
Industry Financial Services
Experience
Transamerica Capital October 2013 - Present
MetLife Investors March 2008 - October 2013
Lord, Abbett & Co. LLC February 2006 - March 2008
John Hancock Life Insurance Company (U.S.A.) August 2002 - February 2006
Merrill Lynch June 1999 - June 2001
Skills
Series 65, Wealth Management, Asset Allocation, Retirement, Separately Managed..., Alternative Investments, Insurance, Relationship Management, Asset Managment, Business Development, New Business Development, Selling, Public Speaking, Team Leadership, 529 Plans, Microsoft Office
Education
Fairfield University 1995 — 1999
Bachelor of Science (BS), Finance, General
Transamerica Capital October 2013 - Present
MetLife Investors March 2008 - October 2013
Lord, Abbett & Co. LLC February 2006 - March 2008
John Hancock Life Insurance Company (U.S.A.) August 2002 - February 2006
Merrill Lynch June 1999 - June 2001
Skills
Series 65, Wealth Management, Asset Allocation, Retirement, Separately Managed..., Alternative Investments, Insurance, Relationship Management, Asset Managment, Business Development, New Business Development, Selling, Public Speaking, Team Leadership, 529 Plans, Microsoft Office
Education
Fairfield University 1995 — 1999
Bachelor of Science (BS), Finance, General
Catherine Teutsch, CFP®, CLU Catherine Teutsch, CFP®, CLU's Transamerica Capital Experience 2007 - 2008
Job Annual Shareholder Meeting Presentation Coach at DCP Midstream
Industry Management Consulting
Experience
Regional Transportation District (RTD) November 2013 - Present
McGraw-Hill Higher Education January 2010 - Present
Core Learning Matters January 2008 - Present
Swallow Hill Music Association 2006 - Present
DCP Midstream September 2014 - November 2014
City of Arvada 2008 - 2012
University of Denver September 2010 - August 2011
Transamerica Capital 2007 - 2008
Invesco Funds Group 1996 - 2002
Skills
Strategic Planning, Market Research, Management, Series 7, Financial Services, Asset Managment, Portfolio Management, Investments, Mutual Funds, Investment Strategies, Marketing, Marketing Strategy, Performance Management, Leadership, Strategy, Training, Staff Development, Competitive Analysis
Education
College for Financial Planning 2002 — 2005
M.S., Personal Financial Planning
University of Denver 1975 — 1977
B.A., English, Mass Communications
Regional Transportation District (RTD) November 2013 - Present
McGraw-Hill Higher Education January 2010 - Present
Core Learning Matters January 2008 - Present
Swallow Hill Music Association 2006 - Present
DCP Midstream September 2014 - November 2014
City of Arvada 2008 - 2012
University of Denver September 2010 - August 2011
Transamerica Capital 2007 - 2008
Invesco Funds Group 1996 - 2002
Skills
Strategic Planning, Market Research, Management, Series 7, Financial Services, Asset Managment, Portfolio Management, Investments, Mutual Funds, Investment Strategies, Marketing, Marketing Strategy, Performance Management, Leadership, Strategy, Training, Staff Development, Competitive Analysis
Education
College for Financial Planning 2002 — 2005
M.S., Personal Financial Planning
University of Denver 1975 — 1977
B.A., English, Mass Communications
Kerry (Jordan) Sharp Kerry (Jordan) Sharp's Transamerica Capital Experience 2000 - 2004
Job Executive Assistant at IQNavigator
Industry Information Technology and Services
Experience
IQNavigator January 2010 - Present
IQ Navigator January 2010 - 2012
Dish Network November 2006 - January 2010
Transamerica Capital 2000 - 2004
Skills
SaaS, Vendor Management, Salesforce.com, Project Management, Customer Service, Leadership, Visio
Education
Texas State University
IQNavigator January 2010 - Present
IQ Navigator January 2010 - 2012
Dish Network November 2006 - January 2010
Transamerica Capital 2000 - 2004
Skills
SaaS, Vendor Management, Salesforce.com, Project Management, Customer Service, Leadership, Visio
Education
Texas State University
Siegfried Koschel Siegfried Koschel's Transamerica Capital Experience 2006 - 2007
Job Adding value to the RIA landscape by utilizing my skills as a connector.
Industry Financial Services
Experience
TD Ameritrade November 2012 - Present
CharityMax September 2011 - November 2013
Dynamic Methods May 2009 - November 2012
Aptus Marketing Group May 2009 - May 2011
AXA Equitable August 2007 - January 2009
Transamerica Capital 2006 - 2007
ING 2001 - 2006
Equitable Distributors August 1997 - 2001
Skills
Fixed Annuities, Alternative Investments, CRM, Series 63, Strategy, Mutual Funds, Term Life Insurance, Series 7, 401k, Asset Allocation, Financial Services, Retirement, Investments, Relationship Management, Sales, Portfolio Management, Retirement Planning, Securities, Financial Advisory, Marketing, Asset Management, Public Speaking, Public Relations
Education
Chapman University 2001 — 2003
BS Organizational Leadership, Business Management
TD Ameritrade November 2012 - Present
CharityMax September 2011 - November 2013
Dynamic Methods May 2009 - November 2012
Aptus Marketing Group May 2009 - May 2011
AXA Equitable August 2007 - January 2009
Transamerica Capital 2006 - 2007
ING 2001 - 2006
Equitable Distributors August 1997 - 2001
Skills
Fixed Annuities, Alternative Investments, CRM, Series 63, Strategy, Mutual Funds, Term Life Insurance, Series 7, 401k, Asset Allocation, Financial Services, Retirement, Investments, Relationship Management, Sales, Portfolio Management, Retirement Planning, Securities, Financial Advisory, Marketing, Asset Management, Public Speaking, Public Relations
Education
Chapman University 2001 — 2003
BS Organizational Leadership, Business Management
Dean Borgh Dean Borgh's Transamerica Capital Experience 1997 - 2006
Job Senior Vice President, Business Development Financial Institutions at Carey Financial
Industry Financial Services
Experience
Carey Financial January 2015 - Present
Carey Financial April 2013 - January 2015
Wells Real Estate Funds September 2012 - April 2013
Wells Real Estate Funds October 2008 - June 2012
Wells Real Estate Funds December 2006 - October 2008
Transamerica Capital 1997 - 2006
Fryberger, Buchanan, Smith & Frederick, P.A. 1992 - 1997
Skills
Series 7, Series 24, Series 63, Series 6
Education
William Mitchell College of Law 1989 — 1992
Juris Doctor, Law
University of Minnesota-Duluth 1985 — 1989
Bachelor of Arts, Political Science
Carey Financial January 2015 - Present
Carey Financial April 2013 - January 2015
Wells Real Estate Funds September 2012 - April 2013
Wells Real Estate Funds October 2008 - June 2012
Wells Real Estate Funds December 2006 - October 2008
Transamerica Capital 1997 - 2006
Fryberger, Buchanan, Smith & Frederick, P.A. 1992 - 1997
Skills
Series 7, Series 24, Series 63, Series 6
Education
William Mitchell College of Law 1989 — 1992
Juris Doctor, Law
University of Minnesota-Duluth 1985 — 1989
Bachelor of Arts, Political Science
Tom Birks Tom Birks's Transamerica Capital Experience January 2008 - May 2010
Job External Financial Services Wholesaler
Industry Financial Services
Experience
Allstate Financial May 2010 - January 2014
Transamerica Capital January 2008 - May 2010
RiverSource May 2002 - December 2007
Financial Advisor June 1995 - May 2002
United States Air Force June 1991 - June 1995
Skills
Annuities, Wealth Management, Financial Planning, Series 7, Annuity, Retirement Planning, Investment Products, Retirement, Series 63, Wholesaling, Mutual Funds, Estate Planning, Asset Allocation, Series 24, IRA's, Investments, Fixed Annuities, Series 65, Insurance, Retirement Income..., Consultative Selling, 529 Plans, Alternative Investments, 401k, Pensions, IRAs, Financial Advisory, Investment Advisory, Strategic Financial..., Variable Annuities, Separately Managed..., Selling
Education
Indian Hills
University of Maryland College Park
Allstate Financial May 2010 - January 2014
Transamerica Capital January 2008 - May 2010
RiverSource May 2002 - December 2007
Financial Advisor June 1995 - May 2002
United States Air Force June 1991 - June 1995
Skills
Annuities, Wealth Management, Financial Planning, Series 7, Annuity, Retirement Planning, Investment Products, Retirement, Series 63, Wholesaling, Mutual Funds, Estate Planning, Asset Allocation, Series 24, IRA's, Investments, Fixed Annuities, Series 65, Insurance, Retirement Income..., Consultative Selling, 529 Plans, Alternative Investments, 401k, Pensions, IRAs, Financial Advisory, Investment Advisory, Strategic Financial..., Variable Annuities, Separately Managed..., Selling
Education
Indian Hills
University of Maryland College Park
Matthew Meade's Transamerica Capital Experience 2007 - 2009
Job Vice President at BIC Group, LLC
Industry Financial Services
Experience
BIC Group, LLC February 2014 - Present
TD Ameritrade 2010 - February 2014
Transamerica Capital 2007 - 2009
Wachovia Securities, LLC January 2004 - April 2006
Transamerica Capital, Inc. 1998 - 2003
Skills
Series 7, Series 63, Series 24, Series 65, Asset Allocation, Retirement Planning, Mutual Funds
Education
Boston College 1984 — 1987
BA, Economics
BIC Group, LLC February 2014 - Present
TD Ameritrade 2010 - February 2014
Transamerica Capital 2007 - 2009
Wachovia Securities, LLC January 2004 - April 2006
Transamerica Capital, Inc. 1998 - 2003
Skills
Series 7, Series 63, Series 24, Series 65, Asset Allocation, Retirement Planning, Mutual Funds
Education
Boston College 1984 — 1987
BA, Economics
Kathryn Jaquez Kathryn Jaquez's Transamerica Capital Experience February 2011 - February 2011
Job Administrative/Clerical Supporter
Industry Internet
Experience
TransAmerica Capital February 2011 - February 2011
RES Americas January 2010 - February 2011
Ledgent 2009 - 2011
Imagine Innovations June 2008 - September 2008
Enscicon Corp February 2001 - February 2004
Education
University of Northern Colorado 2002 — 2009
BS in Health Science, Dietetics
TransAmerica Capital February 2011 - February 2011
RES Americas January 2010 - February 2011
Ledgent 2009 - 2011
Imagine Innovations June 2008 - September 2008
Enscicon Corp February 2001 - February 2004
Education
University of Northern Colorado 2002 — 2009
BS in Health Science, Dietetics
Dustin Nunn's Transamerica Capital Experience 2000 - 2004
Job Systems Administrator at Panorama Orthopedics & Spine Center
Industry Information Technology and Services
Experience
Panorama Orthopedics & Spine Center March 2013 - Present
National Renewable Energy Laboratory March 2010 - March 2013
Old Mutual Capital, Inc. July 2004 - December 2009
Transamerica Capital 2000 - 2004
Office Depot March 1995 - March 2000
Airport Services, Inc. 1994 - 1995
Skills
Microsoft Exchange, Disaster Recovery, Customer Service, Network Administration, System Administration, Microsoft Office, Computer Hardware, Management, Virtualization, ITIL, Training, Active Directory, Integration, VMware ESX, Networking, Software Documentation, Enterprise Software, System Deployment, Operating Systems, Program Management
Education
Arapahoe Community College 1992 — 1992
Bear Creek high school 1988 — 1992
Panorama Orthopedics & Spine Center March 2013 - Present
National Renewable Energy Laboratory March 2010 - March 2013
Old Mutual Capital, Inc. July 2004 - December 2009
Transamerica Capital 2000 - 2004
Office Depot March 1995 - March 2000
Airport Services, Inc. 1994 - 1995
Skills
Microsoft Exchange, Disaster Recovery, Customer Service, Network Administration, System Administration, Microsoft Office, Computer Hardware, Management, Virtualization, ITIL, Training, Active Directory, Integration, VMware ESX, Networking, Software Documentation, Enterprise Software, System Deployment, Operating Systems, Program Management
Education
Arapahoe Community College 1992 — 1992
Bear Creek high school 1988 — 1992
Jay Brunger Jay Brunger's Transamerica Capital Experience March 2001 - May 2004
Job Director Cloud Services Division at South Seas Data
Industry Information Technology and Services
Experience
South Seas Data August 2013 - Present
Old Mutual Capital May 2004 - December 2009
Transamerica Capital March 2001 - May 2004
J.D. Edwards 1994 - 2000
Skills
Bussines floorplan and..., Company operations -..., Black Belt in Taekwondo, Windows Server, Data Center, Servers, Microsoft Exchange, Network Administration, Project Management, VoIP, Security, IT Operations, Firewalls, SharePoint, Management, Vendor Management, Disaster Recovery, Business Analysis, Active Directory, Networking, Troubleshooting, Operating Systems, System Administration, IT Management, Enterprise Software, IIS, Information Technology, VMware
Education
CSU Global Campus 2011 — 2012
BS IT Management, Information Technology, 3.92
University of Colorado Denver 1988 — 1993
South Seas Data August 2013 - Present
Old Mutual Capital May 2004 - December 2009
Transamerica Capital March 2001 - May 2004
J.D. Edwards 1994 - 2000
Skills
Bussines floorplan and..., Company operations -..., Black Belt in Taekwondo, Windows Server, Data Center, Servers, Microsoft Exchange, Network Administration, Project Management, VoIP, Security, IT Operations, Firewalls, SharePoint, Management, Vendor Management, Disaster Recovery, Business Analysis, Active Directory, Networking, Troubleshooting, Operating Systems, System Administration, IT Management, Enterprise Software, IIS, Information Technology, VMware
Education
CSU Global Campus 2011 — 2012
BS IT Management, Information Technology, 3.92
University of Colorado Denver 1988 — 1993
Janet Gibson Janet Gibson's Transamerica Capital Experience October 2010 - April 2013
Job Sector SPDRs ETF Sales
Industry Financial Services
Experience
ALPS, A DST Company April 2013 - Present
Transamerica Capital October 2010 - April 2013
Merrill Lynch January 2008 - July 2010
E*Trade 2010 - 2010
Northwestern Mutual April 2007 - October 2007
Coldwell Banker Residential Brokerage January 2002 - January 2006
Northwestern Mutual Financial Network 1999 - 2001
Skills
Mutual Funds, Finance, Financial Advisory, Sales Management, ETFs, Investments, Customer Service, Financial Analysis, Banking, Account Management, New Business Development, Sales, Series 63, Series 7, Team Building, Strategic Planning, Risk Management, Microsoft Excel, Business Strategy, Series 6, Negotiation, Project Management, Microsoft Office, Microsoft Word, PowerPoint, Versatile,..., Leadership skills with..., Excellent written and..., Financial Services..., Salesforce.com, Territory..., Investment Strategies
Education
Skidmore College
BS, Business
ALPS, A DST Company April 2013 - Present
Transamerica Capital October 2010 - April 2013
Merrill Lynch January 2008 - July 2010
E*Trade 2010 - 2010
Northwestern Mutual April 2007 - October 2007
Coldwell Banker Residential Brokerage January 2002 - January 2006
Northwestern Mutual Financial Network 1999 - 2001
Skills
Mutual Funds, Finance, Financial Advisory, Sales Management, ETFs, Investments, Customer Service, Financial Analysis, Banking, Account Management, New Business Development, Sales, Series 63, Series 7, Team Building, Strategic Planning, Risk Management, Microsoft Excel, Business Strategy, Series 6, Negotiation, Project Management, Microsoft Office, Microsoft Word, PowerPoint, Versatile,..., Leadership skills with..., Excellent written and..., Financial Services..., Salesforce.com, Territory..., Investment Strategies
Education
Skidmore College
BS, Business
Brad McBrair's Transamerica Capital Experience March 2006 - June 2009
Job Sales Consultant at Prudential
Industry Financial Services
Experience
Prudential Financial April 2011 - Present
AXA Advisors April 2010 - April 2011
Transamerica Capital March 2006 - June 2009
TIAA-CREF September 2004 - March 2006
Skills
Sales, Analysis, Sales Operations, Retirement, Competitive Analysis, Financial Services, Personal Financial..., Marketing
Education
The Ohio State University
Bachelor's Degree, Mass Communication
Morris Knolls High School
Prudential Financial April 2011 - Present
AXA Advisors April 2010 - April 2011
Transamerica Capital March 2006 - June 2009
TIAA-CREF September 2004 - March 2006
Skills
Sales, Analysis, Sales Operations, Retirement, Competitive Analysis, Financial Services, Personal Financial..., Marketing
Education
The Ohio State University
Bachelor's Degree, Mass Communication
Morris Knolls High School
Catherine Dale's Transamerica Capital Experience March 2014 - October 2014
Job Creative Media Producer & Instructor
Industry Media Production
Experience
University of Colorado Denver July 2015 - Present
Colorado Technical University November 2014 - Present
Tintyped May 2007 - Present
Transamerica Capital March 2014 - October 2014
SBS Discovery Media March 2014 - March 2014
Self-Employed January 2013 - March 2014
UPG Video Marketing January 2013 - February 2014
Megalomedia (Pty) Ltd December 2013 - December 2013
SolarWinds September 2011 - January 2013
Truffle Fallout September 2011 - January 2013
Skills
Screenwriting, Video Editing, Production, Teaching, Video Production, Editing, Photography, Narrative, Video, Final Cut Pro, Film, Writing, Film Production, Videography, Post Production, Cinematography, Motion Graphics, Media Production, Multimedia, Photoshop, Social Media, After Effects, Premiere, Recording, Blogging, Creative Writing, Copywriting, Camera, Social Networking, Mac, Microsoft Office, PowerPoint, SEO, Digital Photography, Word, WordPress, Producing, Content Strategy, Illustrator, Animation, Directing, Scripting, Documentaries, Magazines, Broadcast, Sound, Digital Media, Short Films, Storytelling, Adobe Creative Suite
Education
The University of Texas at Austin 2008 — 2010
MFA, Screenwriting
The University of Montana 2004 — 2007
BA, Archaeology
University of Colorado Denver July 2015 - Present
Colorado Technical University November 2014 - Present
Tintyped May 2007 - Present
Transamerica Capital March 2014 - October 2014
SBS Discovery Media March 2014 - March 2014
Self-Employed January 2013 - March 2014
UPG Video Marketing January 2013 - February 2014
Megalomedia (Pty) Ltd December 2013 - December 2013
SolarWinds September 2011 - January 2013
Truffle Fallout September 2011 - January 2013
Skills
Screenwriting, Video Editing, Production, Teaching, Video Production, Editing, Photography, Narrative, Video, Final Cut Pro, Film, Writing, Film Production, Videography, Post Production, Cinematography, Motion Graphics, Media Production, Multimedia, Photoshop, Social Media, After Effects, Premiere, Recording, Blogging, Creative Writing, Copywriting, Camera, Social Networking, Mac, Microsoft Office, PowerPoint, SEO, Digital Photography, Word, WordPress, Producing, Content Strategy, Illustrator, Animation, Directing, Scripting, Documentaries, Magazines, Broadcast, Sound, Digital Media, Short Films, Storytelling, Adobe Creative Suite
Education
The University of Texas at Austin 2008 — 2010
MFA, Screenwriting
The University of Montana 2004 — 2007
BA, Archaeology
Chuck Bautista Chuck Bautista's Transamerica Capital Experience 2002 - 2003
Job Regional Vice President at Dreyfus Investments
Industry Financial Services
Experience
BNY Mellon January 2015 - Present
Transamerica August 2011 - December 2014
Curian Capital March 2003 - December 2011
Transamerica Capital 2002 - 2003
Merrill Lynch October 1999 - March 2002
Education
Regis University 2004 — 2006
MBA, Business
Regis University 1994 — 1998
Bachelor of Arts, Spanish
BNY Mellon January 2015 - Present
Transamerica August 2011 - December 2014
Curian Capital March 2003 - December 2011
Transamerica Capital 2002 - 2003
Merrill Lynch October 1999 - March 2002
Education
Regis University 2004 — 2006
MBA, Business
Regis University 1994 — 1998
Bachelor of Arts, Spanish
Mike Mathies Mike Mathies's Transamerica Capital Experience January 2013 - December 2013
Job SVP Marketing at Transamerica Capital
Industry Financial Services
Experience
Transamerica January 2013 - Present
Transamerica Capital January 2013 - December 2013
Transamerica Capital January 2009 - December 2012
Cole Capital 2007 - 2009
Old Mutual Capital 2004 - 2007
Transamerica Capital 2000 - 2004
Education
University of Arkansas 1976 — 1980
BA, Journalism
University of Arkansas 1976 — 1980
Bachelor of Science (BS) Journalism, Journalism
Transamerica January 2013 - Present
Transamerica Capital January 2013 - December 2013
Transamerica Capital January 2009 - December 2012
Cole Capital 2007 - 2009
Old Mutual Capital 2004 - 2007
Transamerica Capital 2000 - 2004
Education
University of Arkansas 1976 — 1980
BA, Journalism
University of Arkansas 1976 — 1980
Bachelor of Science (BS) Journalism, Journalism
Bryce Hamilton's Transamerica Capital Experience August 2009 - June 2010
Job Founder & Partner Vestus Group
Industry Financial Services
Experience
The VESTUS Group March 2013 - Present
VESTUS Group Wealth Management March 2013 - Present
MPC Internship Advisory Committee May 2014 - Present
Ross Valley Lacrosse Club July 2012 - September 2013
KBR Capital Partners July 2012 - March 2013
Thompson National Properties, LLC. December 2010 - June 2012
Select Capital Corporation, LLC. June 2010 - October 2010
Transamerica Capital August 2009 - June 2010
Lincoln Financial Distributors February 2004 - August 2009
AXA Financial October 2000 - February 2004
Skills
Real Estate Investment, Investments, Annuities, Retirement Planning, Financial Advisory, Public Speaking, Business Strategy, Alternative Investments, Corporate Branding, Coaching, Asset Management, Sales, Strategy
Education
University of North Carolina at Charlotte 1996 — 1997
BA, Econ/Communications
University of Richmond 1992 — 1995
Bachelor's degree, Communications/Leadership
Summit High School 1989 — 1992
College/University Preparatory and Advanced High School/Secondary Diploma Program
The VESTUS Group March 2013 - Present
VESTUS Group Wealth Management March 2013 - Present
MPC Internship Advisory Committee May 2014 - Present
Ross Valley Lacrosse Club July 2012 - September 2013
KBR Capital Partners July 2012 - March 2013
Thompson National Properties, LLC. December 2010 - June 2012
Select Capital Corporation, LLC. June 2010 - October 2010
Transamerica Capital August 2009 - June 2010
Lincoln Financial Distributors February 2004 - August 2009
AXA Financial October 2000 - February 2004
Skills
Real Estate Investment, Investments, Annuities, Retirement Planning, Financial Advisory, Public Speaking, Business Strategy, Alternative Investments, Corporate Branding, Coaching, Asset Management, Sales, Strategy
Education
University of North Carolina at Charlotte 1996 — 1997
BA, Econ/Communications
University of Richmond 1992 — 1995
Bachelor's degree, Communications/Leadership
Summit High School 1989 — 1992
College/University Preparatory and Advanced High School/Secondary Diploma Program
Mike Brandsma Mike Brandsma's Transamerica Capital Experience February 2000 - Present
Job President, CFO Director of Internal Sales at Transamerica Capital
Industry Financial Services
Experience
Transamerica Capital February 2000 - Present
Skills
Account Management, New Business Development, Banking, Management, Microsoft Excel, Microsoft Office, Strategic Planning, Business Development, Business Strategy, Financial Analysis, Negotiation, Marketing, Sales, Sales Management, Sales Operations, Salesforce.com, Direct Sales, Financial Reporting, Financial Accounting, Variable Annuities, Mutual Funds
Education
Seattle Pacific University 1987 — 1991
Bachelor's degree, History
Denver Lutheran 1983 — 1986
diploma
Transamerica Capital February 2000 - Present
Skills
Account Management, New Business Development, Banking, Management, Microsoft Excel, Microsoft Office, Strategic Planning, Business Development, Business Strategy, Financial Analysis, Negotiation, Marketing, Sales, Sales Management, Sales Operations, Salesforce.com, Direct Sales, Financial Reporting, Financial Accounting, Variable Annuities, Mutual Funds
Education
Seattle Pacific University 1987 — 1991
Bachelor's degree, History
Denver Lutheran 1983 — 1986
diploma
Amy K Rhodes's Transamerica Capital Experience August 2013 - Present
Job SVP Business Development at Transamerica
Industry Financial Services
Experience
Transamerica Capital August 2013 - Present
MetLife Investors April 2006 - June 2012
MetLife Investors April 2004 - April 2006
SunLife Financial 2000 - 2004
Education
Ottawa University 1987 — 1991
Bachelor of Arts (B.A.), Business/Corporate Communications
Transamerica Capital August 2013 - Present
MetLife Investors April 2006 - June 2012
MetLife Investors April 2004 - April 2006
SunLife Financial 2000 - 2004
Education
Ottawa University 1987 — 1991
Bachelor of Arts (B.A.), Business/Corporate Communications
Duane Kolsrud Duane Kolsrud's Transamerica Capital Experience January 2003 - August 2005
Job Business Analyst, Demandware Practice at REV Solutions, Inc., a PFSweb Company
Industry Computer Software
Experience
Sport Ngin September 2012 - May 2013
CoalitionWorks, LLC December 2011 - August 2012
Grocery Shopping Network August 2005 - April 2011
Transamerica Capital January 2003 - August 2005
Theratech, Inc November 2001 - December 2002
Carlson Marketing Group- Gold Points Rewards/ 24k.com April 1995 - April 2001
Russell Stover Candies June 1986 - December 1993
Skills
Key Account Management, Performance Reviews, Web Analytics, P&L Management, Account Management, New Business Development, Product Marketing, Budget Management, Competitive Analysis, B2B, Product Development, Shopper Marketing, Sales Management, Cross-functional Team..., Strategic Partnerships, E-commerce, Customer Relations, Digital Marketing, Consultative Selling, Manage Client..., Loyalty Marketing, Customer Service, Selling, Leadership, Team Leadership, Budgets, Strategy, Marketing, Sales Operations, Management, Sales, Email Marketing, Retail, Product Management, Project Management, Team Building, Business Development, Start-ups, Marketing Strategy, Online Marketing, CRM
Education
University of Iowa
BBA, Marketing/Finance
Washington High School
Sport Ngin September 2012 - May 2013
CoalitionWorks, LLC December 2011 - August 2012
Grocery Shopping Network August 2005 - April 2011
Transamerica Capital January 2003 - August 2005
Theratech, Inc November 2001 - December 2002
Carlson Marketing Group- Gold Points Rewards/ 24k.com April 1995 - April 2001
Russell Stover Candies June 1986 - December 1993
Skills
Key Account Management, Performance Reviews, Web Analytics, P&L Management, Account Management, New Business Development, Product Marketing, Budget Management, Competitive Analysis, B2B, Product Development, Shopper Marketing, Sales Management, Cross-functional Team..., Strategic Partnerships, E-commerce, Customer Relations, Digital Marketing, Consultative Selling, Manage Client..., Loyalty Marketing, Customer Service, Selling, Leadership, Team Leadership, Budgets, Strategy, Marketing, Sales Operations, Management, Sales, Email Marketing, Retail, Product Management, Project Management, Team Building, Business Development, Start-ups, Marketing Strategy, Online Marketing, CRM
Education
University of Iowa
BBA, Marketing/Finance
Washington High School
Blair Gorman Blair Gorman's Transamerica Capital Experience 2000 - 2002
Job Assistant Vice President, Sales Training Manager at Legg Mason
Industry Professional Training & Coaching
Experience
Legg Mason August 2011 - Present
AchieveGlobal April 2009 - August 2011
Morgan Stanley February 2008 - February 2009
Old Mutual Investment Partners 2004 - 2007
Jackson National Life January 2002 - 2004
Transamerica Capital 2000 - 2002
Skills
Series 7, Sales Management, Business Strategy, Sales, Talent Management, Training, Needs Analysis, Customer Service, Leadership Development
Education
University of Colorado at Boulder 1995 — 1999
Bachelor of Arts, Spanish
Legg Mason August 2011 - Present
AchieveGlobal April 2009 - August 2011
Morgan Stanley February 2008 - February 2009
Old Mutual Investment Partners 2004 - 2007
Jackson National Life January 2002 - 2004
Transamerica Capital 2000 - 2002
Skills
Series 7, Sales Management, Business Strategy, Sales, Talent Management, Training, Needs Analysis, Customer Service, Leadership Development
Education
University of Colorado at Boulder 1995 — 1999
Bachelor of Arts, Spanish
Steve Uzonyi's Transamerica Capital Experience June 2010 - June 2011
Job Regional Vice President at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments July 2011 - Present
Transamerica Capital June 2010 - June 2011
ING Life & Annuity Co June 2005 - June 2010
Education
Duquesne University 1995 — 1999
B.S., Business Administration/Finance
Pioneer Investments July 2011 - Present
Transamerica Capital June 2010 - June 2011
ING Life & Annuity Co June 2005 - June 2010
Education
Duquesne University 1995 — 1999
B.S., Business Administration/Finance
Lance Newcomb's Transamerica Capital Experience July 2008 - July 2012
Job Senior Vice President at Scout Investments
Industry Financial Services
Experience
Scout Investments July 2012 - Present
Transamerica Capital July 2008 - July 2012
Three Peaks Capital Management, LLC August 2003 - April 2006
Janus Capital September 1992 - August 2003
Skills
Mutual Funds, Asset Allocation, Alternative Investments, Investment Strategies, Investment Management, Wealth Management, Separately Managed..., Investment Advisory, Asset Management, Fixed Income, Equities, Securities, Investments, Portfolio Management, Equity Research, Asset Managment, 401k, Uniform Combined State..., Financial Markets, ETFs, Bloomberg
Education
University of Northern Colorado 1986 — 1992
Bachelor of Business Administration
Overland High School
Scout Investments July 2012 - Present
Transamerica Capital July 2008 - July 2012
Three Peaks Capital Management, LLC August 2003 - April 2006
Janus Capital September 1992 - August 2003
Skills
Mutual Funds, Asset Allocation, Alternative Investments, Investment Strategies, Investment Management, Wealth Management, Separately Managed..., Investment Advisory, Asset Management, Fixed Income, Equities, Securities, Investments, Portfolio Management, Equity Research, Asset Managment, 401k, Uniform Combined State..., Financial Markets, ETFs, Bloomberg
Education
University of Northern Colorado 1986 — 1992
Bachelor of Business Administration
Overland High School
Jessica Hansmann's Transamerica Capital Experience May 2008 - Present
Job Senior Internal Wholesaler
Industry Financial Services
Experience
Transamerica Capital May 2008 - Present
Indymac Bank January 2006 - August 2007
ResMAE Mortgage Corporation April 2005 - December 2006
Washington Mutual January 2000 - April 2005
Education
Colorado State University
Bachelor of Science, Business Administration; Finance and Real Estate
Colorado State University
Transamerica Capital May 2008 - Present
Indymac Bank January 2006 - August 2007
ResMAE Mortgage Corporation April 2005 - December 2006
Washington Mutual January 2000 - April 2005
Education
Colorado State University
Bachelor of Science, Business Administration; Finance and Real Estate
Colorado State University
Scott Freas's Transamerica Capital Experience April 2006 - December 2006
Job Reservoir Engineering Technologist at Encana Corporation
Industry Oil & Energy
Experience
Encana Corporation December 2014 - Present
Fidelity Exploration and Production Company August 2013 - November 2014
WPX Energy January 2012 - July 2013
FRONTIER OIL REFINING AND MARKETING April 2009 - March 2012
Aurora Loan Services December 2006 - April 2009
TRANSAMERICA CAPITAL April 2006 - December 2006
WADDELL & REED FINANCIAL (BANKERS INVESTMENT NETWORK) January 2005 - April 2006
AIM INVESTMENTS June 2004 - January 2005
Skills
Management, Analysis, Leadership, Petroleum, Finance, Financial Analysis, Sales, Budgets, Marketing, Microsoft Office
Education
Colorado State University
Bachelor of Arts, Economics 2004
Encana Corporation December 2014 - Present
Fidelity Exploration and Production Company August 2013 - November 2014
WPX Energy January 2012 - July 2013
FRONTIER OIL REFINING AND MARKETING April 2009 - March 2012
Aurora Loan Services December 2006 - April 2009
TRANSAMERICA CAPITAL April 2006 - December 2006
WADDELL & REED FINANCIAL (BANKERS INVESTMENT NETWORK) January 2005 - April 2006
AIM INVESTMENTS June 2004 - January 2005
Skills
Management, Analysis, Leadership, Petroleum, Finance, Financial Analysis, Sales, Budgets, Marketing, Microsoft Office
Education
Colorado State University
Bachelor of Arts, Economics 2004
Dan Bishop www.bouldertile.com's Transamerica Capital Experience March 2000 - March 2001
Job Owner, Boulder Custom Tile & Stone, Inc.
Industry Glass, Ceramics & Concrete
Experience
Boulder Custom Tile & Stone, Inc. 1990 - Present
Principal Financial Group March 2001 - June 2002
Transamerica Capital March 2000 - March 2001
JPMorgan/ American Century Retirement Plan Services June 1997 - March 2000
Education
Pensacola Christian College
Boulder Custom Tile & Stone, Inc. 1990 - Present
Principal Financial Group March 2001 - June 2002
Transamerica Capital March 2000 - March 2001
JPMorgan/ American Century Retirement Plan Services June 1997 - March 2000
Education
Pensacola Christian College
Hartmann, Jed's Transamerica Capital Experience January 2011 - Present
Job Assistant Vice President Variable Annuities
Industry Financial Services
Experience
Transamerica Capital January 2011 - Present
Education
The University of Kansas 1994 — 1998
BS, Communications, Economics
Cherry Creek High School 1990 — 1994
Transamerica Capital January 2011 - Present
Education
The University of Kansas 1994 — 1998
BS, Communications, Economics
Cherry Creek High School 1990 — 1994
Douglas Glennon, CIMA®'s Transamerica Capital Experience October 2002 - September 2004
Job Vice President, Regional Consultant at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors April 2014 - Present
Astor Investment Management December 2012 - March 2014
Alternative Wholesaling Group August 2008 - December 2012
ING Funds Distributor, LLC October 2007 - July 2008
Alliannz Life Financial Services March 2007 - October 2007
Old Mutual Investment Partners September 2004 - March 2007
Transamerica Capital October 2002 - September 2004
GE Financial April 2000 - October 2002
Delaware Investments March 1986 - April 2000
Skills
Series 7, Series 63, Series 24, Annuities, Mutual Funds, Wholesaling, Alternative Investments, Separately Managed..., Securities, Variable Annuities, Fixed Annuities, Insurance, Hedge Funds, Retirement Planning, Structured Porducts, ETF Portfolios, Series 66, Wholesale, Uniform Combined State..., Portfolio Management, ETFs
Education
Drake University
Bachelor of Science, Business Administration
University of Pennsylvania - The Wharton School
IMCA: CIMA® Program
State Street Global Advisors April 2014 - Present
Astor Investment Management December 2012 - March 2014
Alternative Wholesaling Group August 2008 - December 2012
ING Funds Distributor, LLC October 2007 - July 2008
Alliannz Life Financial Services March 2007 - October 2007
Old Mutual Investment Partners September 2004 - March 2007
Transamerica Capital October 2002 - September 2004
GE Financial April 2000 - October 2002
Delaware Investments March 1986 - April 2000
Skills
Series 7, Series 63, Series 24, Annuities, Mutual Funds, Wholesaling, Alternative Investments, Separately Managed..., Securities, Variable Annuities, Fixed Annuities, Insurance, Hedge Funds, Retirement Planning, Structured Porducts, ETF Portfolios, Series 66, Wholesale, Uniform Combined State..., Portfolio Management, ETFs
Education
Drake University
Bachelor of Science, Business Administration
University of Pennsylvania - The Wharton School
IMCA: CIMA® Program
Andrew McKay's Transamerica Capital Experience 2000 - 2004
Job Regional Director Business Development at LPL Financial
Industry Financial Services
Experience
LPL Financial May 2013 - Present
RS Investments February 2008 - May 2013
Old Mutual Capital October 2004 - October 2007
Transamerica Capital 2000 - 2004
Skills
Mutual Funds, Complex Sales, Investments, Wholesaling, Series 7, Wholesale, Series 63, Hedge Funds, Series 6, Alternative Investments, Fixed Annuities, Retirement Planning, 401k
Education
The University of New Mexico 2003 — 2006
BA, Economics; German
California State University-San Bernardino 1992 — 1993
Business
University of Maryland- Munich Campus 1990 — 1991
Associates of Arts, General Studies
LPL Financial May 2013 - Present
RS Investments February 2008 - May 2013
Old Mutual Capital October 2004 - October 2007
Transamerica Capital 2000 - 2004
Skills
Mutual Funds, Complex Sales, Investments, Wholesaling, Series 7, Wholesale, Series 63, Hedge Funds, Series 6, Alternative Investments, Fixed Annuities, Retirement Planning, 401k
Education
The University of New Mexico 2003 — 2006
BA, Economics; German
California State University-San Bernardino 1992 — 1993
Business
University of Maryland- Munich Campus 1990 — 1991
Associates of Arts, General Studies
Jason Wetmore's Transamerica Capital Experience August 2000 - December 2007
Job Supervisory Principal at Waddell and Reed
Industry Financial Services
Experience
Waddell and Reed February 2011 - Present
JPMorgan Chase 2009 - 2011
Bukaty Companies 2009 - 2009
UMB Bank December 2007 - September 2008
TransAmerica Capital August 2000 - December 2007
OppenheimerFunds February 1997 - August 2000
Skills
Mutual Funds, Retirement Planning, Wealth Management, Investments, Retirement, Financial Services, Fixed Annuities, 401k, Financial Planning, Insurance, FINRA, Finance, Life Insurance, Asset Management, Series 7, 24, 53, 66 ...
Education
Colorado State University 1991 — 1996
Bachelor of Science, Business
Shawnee Mission Northwest High School 1987 — 1991
Waddell and Reed February 2011 - Present
JPMorgan Chase 2009 - 2011
Bukaty Companies 2009 - 2009
UMB Bank December 2007 - September 2008
TransAmerica Capital August 2000 - December 2007
OppenheimerFunds February 1997 - August 2000
Skills
Mutual Funds, Retirement Planning, Wealth Management, Investments, Retirement, Financial Services, Fixed Annuities, 401k, Financial Planning, Insurance, FINRA, Finance, Life Insurance, Asset Management, Series 7, 24, 53, 66 ...
Education
Colorado State University 1991 — 1996
Bachelor of Science, Business
Shawnee Mission Northwest High School 1987 — 1991
Joseph Betten, MBA's Transamerica Capital Experience 2001 - 2007
Job Vice President, Financial Consultant
Industry Financial Services
Experience
Citizens Investment Services 2010 - Present
PNC Investments 2009 - 2010
Citizens Investments 2007 - 2009
Transamerica Capital 2001 - 2007
Skills
Series 7, Series 65, Series 63, Wealth Management, Retirement, 401k, Financial Advisory, Securities, Investments, Retirement Planning, Asset Allocation, Investment Advisory, Series 24, Series 6, Life & Health Insurance..., MBA, Presidents Club Winner..., 2013 Five Star..., Mutual Funds, Financial Planning, Finance, Financial Services, Portfolio Management, Insurance, Investment Management, Asset Management, Fixed Annuities, Relationship Management, Life Insurance, Fixed Income
Education
South University 2009 — 2011
MBA, Finance, 4.0
University of Pittsburgh 1994 — 1997
BA, International Economics & German Language
Citizens Investment Services 2010 - Present
PNC Investments 2009 - 2010
Citizens Investments 2007 - 2009
Transamerica Capital 2001 - 2007
Skills
Series 7, Series 65, Series 63, Wealth Management, Retirement, 401k, Financial Advisory, Securities, Investments, Retirement Planning, Asset Allocation, Investment Advisory, Series 24, Series 6, Life & Health Insurance..., MBA, Presidents Club Winner..., 2013 Five Star..., Mutual Funds, Financial Planning, Finance, Financial Services, Portfolio Management, Insurance, Investment Management, Asset Management, Fixed Annuities, Relationship Management, Life Insurance, Fixed Income
Education
South University 2009 — 2011
MBA, Finance, 4.0
University of Pittsburgh 1994 — 1997
BA, International Economics & German Language
Meredith Savage's Transamerica Capital Experience April 2006 - September 2007
Job RFP Manager at Billtrust
Industry Financial Services
Experience
Billtrust January 2014 - Present
Best Practice Systems October 2010 - November 2013
Best Practice Systems - A Division of Billtrust October 2010 - November 2013
National Annuity Consultants January 2009 - October 2011
Transamerica September 2007 - November 2008
Transamerica Capital April 2006 - September 2007
Skills
Retirement, Leadership, Relationship Management, Mutual Funds, Insurance, Sales, Long-term Customer..., Client Billing, Billing Services, Billing Solutions, Billing Systems, Business Development, Outsourcing, Financial Services, Selling, Finance, Salesforce.com, Marketing, Management, CRM, SaaS, Strategy
Education
University of Colorado Boulder 1994 — 1998
BAS, English
Alamo Heights
Alamo Heights
Billtrust January 2014 - Present
Best Practice Systems October 2010 - November 2013
Best Practice Systems - A Division of Billtrust October 2010 - November 2013
National Annuity Consultants January 2009 - October 2011
Transamerica September 2007 - November 2008
Transamerica Capital April 2006 - September 2007
Skills
Retirement, Leadership, Relationship Management, Mutual Funds, Insurance, Sales, Long-term Customer..., Client Billing, Billing Services, Billing Solutions, Billing Systems, Business Development, Outsourcing, Financial Services, Selling, Finance, Salesforce.com, Marketing, Management, CRM, SaaS, Strategy
Education
University of Colorado Boulder 1994 — 1998
BAS, English
Alamo Heights
Alamo Heights
Jaime B's Transamerica Capital Experience 2000 - 2004
Job Agency Development Manager
Industry Insurance
Experience
Colonial Life January 2012 - Present
Great-West Life & Annuity Company June 2009 - September 2011
Old Mutual Capital 2004 - 2008
Transamerica Capital 2000 - 2004
Skills
Fixed Annuities, Mutual Funds, Profit Sharing, Series 7
Education
Cal State San Bernardino
California School of Court Reporting - Riverside
Colonial Life January 2012 - Present
Great-West Life & Annuity Company June 2009 - September 2011
Old Mutual Capital 2004 - 2008
Transamerica Capital 2000 - 2004
Skills
Fixed Annuities, Mutual Funds, Profit Sharing, Series 7
Education
Cal State San Bernardino
California School of Court Reporting - Riverside
Jennifer Garcia's Transamerica Capital Experience 2004 - 2006
Job Assistant Director for Special Events at UW Medicine Advancement
Industry Events Services
Experience
UW Medicine Advancement September 2013 - March 2014
SportsMark Management Group November 2009 - July 2013
Life Technologies June 2009 - October 2009
Old Mutual 2006 - 2008
Transamerica Capital 2004 - 2006
Skills
Account Management, Sponsorship, Event Management, Marketing Strategy, Marketing, Marketing Communications, Social Media Marketing, Advertising, Event Planning, Digital Marketing, Integrated Marketing, Relationship Marketing, Sales, Public Relations, Brand Development
Education
University of Colorado at Boulder - Leeds School of Business 2000 — 2004
Bachelor of Science (BS), Marketing
UW Medicine Advancement September 2013 - March 2014
SportsMark Management Group November 2009 - July 2013
Life Technologies June 2009 - October 2009
Old Mutual 2006 - 2008
Transamerica Capital 2004 - 2006
Skills
Account Management, Sponsorship, Event Management, Marketing Strategy, Marketing, Marketing Communications, Social Media Marketing, Advertising, Event Planning, Digital Marketing, Integrated Marketing, Relationship Marketing, Sales, Public Relations, Brand Development
Education
University of Colorado at Boulder - Leeds School of Business 2000 — 2004
Bachelor of Science (BS), Marketing
Brian Conneely's Transamerica Capital Experience August 2009 - February 2010
Job First Vice President at Carey Financial, LLC
Industry Financial Services
Experience
W. P. Carey Inc. Regional First Vice PresidentCarey Financial, LLCFebruary 2010 - Present
Transamerica Capital August 2009 - February 2010
Rydex Investments October 2007 - June 2009
Sun Life Financial March 2006 - October 2007
Allstate Financial December 2000 - March 2006
Morgan Stanley May 2000 - December 2000
Morgan Stanley February 1999 - May 2000
Skills
Mutual Funds, CRM, Fixed Annuities, Insurance, Wholesale, Investments, Series 24, Financial Services, Alternative Investments, Sales, Equities, Asset Management, ETFs, Investment Management, Securities, Series 7, Strategic Financial..., Portfolio Management, Series 63
Education
Hofstra University 1997 — 1998
BBA, Marketing
Siena College 1994 — 1997
Marketing and Management
W. P. Carey Inc. Regional First Vice PresidentCarey Financial, LLCFebruary 2010 - Present
Transamerica Capital August 2009 - February 2010
Rydex Investments October 2007 - June 2009
Sun Life Financial March 2006 - October 2007
Allstate Financial December 2000 - March 2006
Morgan Stanley May 2000 - December 2000
Morgan Stanley February 1999 - May 2000
Skills
Mutual Funds, CRM, Fixed Annuities, Insurance, Wholesale, Investments, Series 24, Financial Services, Alternative Investments, Sales, Equities, Asset Management, ETFs, Investment Management, Securities, Series 7, Strategic Financial..., Portfolio Management, Series 63
Education
Hofstra University 1997 — 1998
BBA, Marketing
Siena College 1994 — 1997
Marketing and Management
Andrew Virello's Transamerica Capital Experience January 2000 - June 2004
Job Sales Consultant at Balise Lexus
Industry Retail
Experience
Balise Lexus November 2013 - Present
BMW of Watertown August 2011 - November 2013
New Country Motor Cars January 2009 - December 2010
Transamerica Capital January 2000 - June 2004
Travelers Portfolio Group March 1994 - January 2000
Skills
Sales, Marketing, Customer Service, Marketing Strategy, Sales Management, Account Management, Insurance, Retail, Social Media, Strategic Planning, New Business Development, Marketing Communications, Microsoft Office, Customer Satisfaction, Time Management
Education
The University of Connecticut 1988 — 1992
Bachelor Of Arts, History
Balise Lexus November 2013 - Present
BMW of Watertown August 2011 - November 2013
New Country Motor Cars January 2009 - December 2010
Transamerica Capital January 2000 - June 2004
Travelers Portfolio Group March 1994 - January 2000
Skills
Sales, Marketing, Customer Service, Marketing Strategy, Sales Management, Account Management, Insurance, Retail, Social Media, Strategic Planning, New Business Development, Marketing Communications, Microsoft Office, Customer Satisfaction, Time Management
Education
The University of Connecticut 1988 — 1992
Bachelor Of Arts, History
Jeffrey Soares's Transamerica Capital Experience May 2010 - November 2013
Job Financial Advisor at Principal Financial Group
Industry Wholesale
Experience
Principal Financial Group December 2014 - Present
Independent December 2013 - November 2014
Transamerica Capital May 2010 - November 2013
Allianz May 2004 - October 2009
Skills
Sales Management, Fixed Annuities, 401k, Mutual Funds, Wholesale, Series 63, Series 7, Retirement Planning, Series 6, Retirement, Sales, Insurance, Investments, Account Management, New Business Development, Selling, Team Building, Asset Allocation, Life Insurance, Long-term Care
Education
Syracuse University 1989 — 1994
Marketing/Marketing Management, General
Principal Financial Group December 2014 - Present
Independent December 2013 - November 2014
Transamerica Capital May 2010 - November 2013
Allianz May 2004 - October 2009
Skills
Sales Management, Fixed Annuities, 401k, Mutual Funds, Wholesale, Series 63, Series 7, Retirement Planning, Series 6, Retirement, Sales, Insurance, Investments, Account Management, New Business Development, Selling, Team Building, Asset Allocation, Life Insurance, Long-term Care
Education
Syracuse University 1989 — 1994
Marketing/Marketing Management, General
Marcus Burns's Transamerica Capital Experience October 1997 - June 1998
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade May 2014 - Present
James Alpha Management September 2013 - September 2014
TD Ameritrade November 2012 - March 2013
Jackson National Life June 2010 - November 2012
Old Mutual Capital July 2007 - August 2009
Old Mutual Capital September 2005 - August 2009
Old Mutual Capital August 2004 - July 2007
The J. Edward Group May 2003 - April 2004
TransAmerica Capital/IDEX Mutual Funds June 1998 - May 2003
TransAmerica Capital October 1997 - June 1998
Skills
Financial Advisory, Training, Marketing, Mutual Funds, Management, Asset Allocation, Banking, Sales, Fixed Annuities, Insurance
Education
Taylor University
Business Finance
University of Phoenix, Denver
Business Marketing
Vincennes University
Business Management
Scottrade May 2014 - Present
James Alpha Management September 2013 - September 2014
TD Ameritrade November 2012 - March 2013
Jackson National Life June 2010 - November 2012
Old Mutual Capital July 2007 - August 2009
Old Mutual Capital September 2005 - August 2009
Old Mutual Capital August 2004 - July 2007
The J. Edward Group May 2003 - April 2004
TransAmerica Capital/IDEX Mutual Funds June 1998 - May 2003
TransAmerica Capital October 1997 - June 1998
Skills
Financial Advisory, Training, Marketing, Mutual Funds, Management, Asset Allocation, Banking, Sales, Fixed Annuities, Insurance
Education
Taylor University
Business Finance
University of Phoenix, Denver
Business Marketing
Vincennes University
Business Management
Jon Gearhart's Transamerica Capital Experience October 2008 - March 2011
Job President at Home Health Care of Colorado, Inc.
Industry Financial Services
Experience
Home Health Care of Colorado, Inc. September 2010 - Present
Transamerica Capital October 2008 - March 2011
Waddell & Reed Financial Advisors November 2006 - September 2008
Ameriprise Financial Services October 2004 - October 2006
Asphalt Professionals, Inc March 1995 - September 2004
Century Paving, Inc November 1986 - February 1995
Education
Fort Lewis College 1978 — 1982
Bachelors, Business Administration
Fort Lewis College
Bachelor of Arts, Business Administration
Home Health Care of Colorado, Inc. September 2010 - Present
Transamerica Capital October 2008 - March 2011
Waddell & Reed Financial Advisors November 2006 - September 2008
Ameriprise Financial Services October 2004 - October 2006
Asphalt Professionals, Inc March 1995 - September 2004
Century Paving, Inc November 1986 - February 1995
Education
Fort Lewis College 1978 — 1982
Bachelors, Business Administration
Fort Lewis College
Bachelor of Arts, Business Administration
Dexter Mumar's Transamerica Capital Experience June 1998 - August 1999
Job Associate Partner at BIC Group, LLC
Industry Financial Services
Experience
BIC Group, LLC December 2010 - Present
ING Funds August 1999 - October 2009
Transamerica Capital June 1998 - August 1999
Allianz Global Investors May 1997 - May 1998
Education
Chapman University
BS, Multi Cultural Communications
BIC Group, LLC December 2010 - Present
ING Funds August 1999 - October 2009
Transamerica Capital June 1998 - August 1999
Allianz Global Investors May 1997 - May 1998
Education
Chapman University
BS, Multi Cultural Communications
Guillermo Nodarse's Transamerica Capital Experience April 2009 - October 2010
Job Regional Vice President
Industry Wholesale
Experience
Realty Capital Securities March 2013 - Present
Transamerica Capital April 2009 - October 2010
MetLife Investors January 2002 - March 2009
Education
Stanford University 1977 — 1981
BA, Economics & Political Science
Realty Capital Securities March 2013 - Present
Transamerica Capital April 2009 - October 2010
MetLife Investors January 2002 - March 2009
Education
Stanford University 1977 — 1981
BA, Economics & Political Science
John R. Siphron, CFP®, CRPC®'s Transamerica Capital Experience March 2010 - October 2013
Job External Wholesaler, Fundraiser
Industry Financial Services
Experience
Capitas Financial January 2014 - April 2015
Transamerica Capital March 2010 - October 2013
ING January 2000 - February 2010
AEGON Financial Services Group June 1998 - December 1999
Taylor Investments October 1995 - May 1998
Evergreen Investments April 1990 - September 1995
Skills
Mutual Funds, Wealth Management, Risk Management, Securities, Fixed Annuities, Financial Planners, Series 63, Variable Annuities, Retirement Planning, Financial Advisory, Series 6, Asset Allocation, Retirement, Series 65
Education
Kenyon College 1980 — 1984
Bachelor of Arts, Double Major: English and History
The Hotchkiss School 1978 — 1980
Capitas Financial January 2014 - April 2015
Transamerica Capital March 2010 - October 2013
ING January 2000 - February 2010
AEGON Financial Services Group June 1998 - December 1999
Taylor Investments October 1995 - May 1998
Evergreen Investments April 1990 - September 1995
Skills
Mutual Funds, Wealth Management, Risk Management, Securities, Fixed Annuities, Financial Planners, Series 63, Variable Annuities, Retirement Planning, Financial Advisory, Series 6, Asset Allocation, Retirement, Series 65
Education
Kenyon College 1980 — 1984
Bachelor of Arts, Double Major: English and History
The Hotchkiss School 1978 — 1980