Transamerica Capital, Inc

Description

Address: 4600 S Syracuse St # 1100, Denver, CO 80237 Phone: (720) 482-1500: Category: : : : Website: Place name: : :

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Transamerica Capital, Inc Employees

Employee
Years
Job
Industry
Jennifer (Tompkins) Jackson Jennifer (Tompkins) Jackson Greater Minneapolis-St. Paul Area Details
Jennifer (Tompkins) Jackson's Transamerica Capital, Inc Experience December 2004 - March 2008
Job Independent Health & Fitness Coach at Beachbody
Industry Health, Wellness and Fitness
Experience
Beachbody  March 2015 - Present
City of Saint Paul  July 2011 - December 2013
Grocery Shopping Network  October 2009 - August 2010
Dougherty Mortgage   September 2008 - July 2009
PurpleRide Twin Cities   November 2007 - October 2008
Transamerica Capital, Inc.   December 2004 - March 2008
Hennepin County  March 2000 - April 2004
University of Minnesota  1998 - 2001

Skills
Strategic Planning, Marketing Communications, Microsoft Office, Marketing, Leadership, Advertising, Fundraising, Marketing Strategy, Sales, Project Management, Customer Service, New Business Development, Public Speaking, Social Media, Management

Education
University of Minnesota-Twin Cities   1997 — 2001
Bachelor of Science (B.S.), B.S. in Natural Resources & Environmental Studies B.A. in French

Sofogest-Pitiot   1997 — 1997
History, Grammar, Geography, Culture, Oral Expression, Written Expression

University of Iowa   1996 — 1997
Freshman - Generals incl., English, Speech, Environmental Geology, Biology, French Culture, French Business, Psych, etc..

Andrea Weibel Andrea Weibel Littleton, Colorado Details
Andrea Weibel's Transamerica Capital, Inc Experience June 2014 - March 2015
Job Internal Wholesaler at Transamerica
Industry Financial Services
Experience
Transamerica  April 2015 - Present
Transamerica Capital, Inc.   June 2014 - March 2015
Private Nanny  August 2013 - May 2014
ADP  March 2014 - April 2014
Havenly  August 2013 - March 2014
T'Da Design and Production   December 2012 - August 2013
Governor's Ranch Pool   May 2011 - September 2011

Skills
Microsoft Excel, Microsoft Word, Public Speaking, Microsoft Office, PowerPoint, Social Media, Public Relations, Time Management, Community Outreach, Event Planning, Advertising, Social Media Marketing, Training, Facebook

Education
University of Colorado Boulder   2010 — 2014
Bachelor of Arts (B.A.), Communication, General

Jerod M. Smith Jerod M. Smith Greater Denver Area Details
Jerod M. Smith's Transamerica Capital, Inc Experience August 2002 - February 2005
Job Relentless Connector of Top Talent within Accounting and Finance: Executive Recruiter at High Country Search Group
Industry Staffing and Recruiting
Experience
High Country Executive Search  2012 - Present
Robert Half Executive Search  2009 - 2012
Ohio National Financial Services  July 2007 - 2009
Transamerica  July 2005 - July 2007
John Hancock  January 2005 - July 2005
Transamerica Capital Inc  August 2002 - February 2005

Skills
Mutual Funds, Life Insurance, Fixed Annuities, Technology Recruitment, Executive Search, Networking, Recruiting, Talent Acquisition, Applicant Tracking..., Employee Benefits, Cold Calling, Relationship Management, Insurance, Temporary Placement, College Recruiting, Technical Recruiting, Building Relationships, Financial Services, Sourcing, Account Management, Training, Temporary Staffing, CRM, Internet Recruiting, Leadership, Contract Recruitment, Management, Sales, Finance, Financial Analysis, Start-ups, Interviews

Education
University of Oregon   1998 — 2002
Bachelor of Science, Psychology

William J. Palmer   1995 — 1998

Vitie L. Brown Vitie L. Brown Greater Denver Area Details
Vitie L. Brown's Transamerica Capital, Inc Experience 2000 - 2002
Job Divisional Leader, Primerica Inc.
Industry Individual & Family Services
Experience
Primerica  October 1998 - Present
Old Mutual  May 2004 - September 2008
Transamerica  January 2000 - March 2002
Transamerica Capital Inc.  2000 - 2002

Skills
Insurance, Leadership, Marketing, Series 6, Series 63, Negotiation

Education
Azusa Pacific University   1991 — 1992
Economics, Social Services

College of the Desert   1990 — 1991
Spanish, General Studies

Brandon Shea, AIF® Brandon Shea, AIF® Atlanta, Georgia Details
Brandon Shea, AIF®'s Transamerica Capital, Inc Experience March 2002 - July 2003
Job Helping retirement plan professionals impact their bottom line & make a difference in the lives of their clients.
Industry Financial Services
Experience
RidgeWorth Investments  December 2010 - Present
Pioneer Investments  February 2006 - December 2010
Salomon Brothers Asset Management  January 2004 - December 2005
Transamerica Capital, Inc.   March 2002 - July 2003
Transamerica Capital Inc.  February 2000 - February 2002
Habitat for Humanity International  June 1999 - August 1999
Habitat for Humanity International  August 1998 - August 1999

Skills
Investments, Relationship Management, Retirement, Territory Management, Positioning, Sales, RFP, Business Planning, Public Speaking, 401k, Vendor Management, Retirement Planning, Mutual Funds, Business

Education
Miami University   1994 — 1998
BA, Political Science (Minors in Economics & Management Informational Systems)

Kathy Ehler Kathy Ehler Greater Denver Area Details
Kathy Ehler's Transamerica Capital, Inc Experience June 2015 - Present
Job Graphic Designer
Industry Design
Experience
Transamerica Capital Inc.  June 2015 - Present
CH2M HILL  October 1996 - July 2014
PassMatrix Learning Systems   February 2004 - June 2006
Boyle Engineering  May 1992 - July 1994
Milici, Valenti, Gabriel DDB Needham   January 1990 - June 1990

Skills
Advertising, Web Design, Brochures, Marketing, Layout, 3D, Illustrator, Adobe Acrobat, Adobe Creative Suite, InDesign, Market Research, Graphics, Graphic Design, Logo Design, QuarkXPress, Posters, Illustration, Photoshop, Information Graphics, 3D Studio Max, Digital Photography, Corporate Identity, Email Marketing, Information Design, WordPress, Typography, CSS, Design Management, Concept Design, Newsletters, Video Editing, Copywriting, Stationery, Flash, Flash Animation, Digital Illustration, Corporate Branding, Flyers, Branding & Identity, Proposal Writing, User Interface Design, Mac, Interaction Design, Storyboarding, Art Direction, Dreamweaver, Brand Development, Photography, Collateral, Creative Direction

Education
Art Institute of Colorado   1992 — 1994
Visual Communications, Computer Graphics

Susan Ficca Susan Ficca Greater Denver Area Details
Susan Ficca's Transamerica Capital, Inc Experience 2000 - 2002
Job Executive Administrative Assistant GITES Division at University of Colorado Anschutz Medical Campus
Industry Graphic Design
Experience
University of Colorado Anschutz Medical Campus  July 2015 - Present
Kineticorp  December 2014 - Present
LawBase - Case and Matter Management by Synaptec Software, Inc.   November 2013 - Present
Dex One  April 2009 - November 2013
Jacobs Engineering  February 2000 - April 2012
Aardex - Leed Developer   2005 - 2009
AHA Association   2004 - 2005
American Water Works Association  2002 - 2004
TransAmerica Capital, Inc   2000 - 2002
University of Colorado Hospital  January 1989 - July 2000

Skills
Brand Management, Marketing Strategy, Corporate Branding, Art Direction, Website Design, New Business Development, Storyboarding, Webinars, Online Training and..., Project Coordination, Procedure Development, Conference Production, Event Planning, Content Development, Strategy, Marketing, Graphic Design, Web Design, Creative Direction, Adobe Acrobat, Proposal Writing, Advertising, Leadership, Marketing Communications, Adobe Creative Suite, Strategic Planning, Management, Project Management

Education
Colorado State University
BA, Marketing and Graphic Design

Christopher Moreno Christopher Moreno Delray Beach, Florida Details
Christopher Moreno's Transamerica Capital, Inc Experience May 2013 - Present
Job Regional Vice President at Transamerica
Industry Financial Services
Experience
Transamerica Capital, Inc.   May 2013 - Present
Transamerica Capital, Inc.   February 2010 - May 2013
RBC Wealth Management  January 2009 - February 2010
Lakeside Insurance Center   March 2007 - January 2009
United States Of America Eagles, Men’s National Rugby Team   May 2006 - June 2008
Lafarge Cement  December 2005 - August 2006
CH Robinson  January 2004 - December 2005
Kalamazoo Sanitary Supply Company   April 2003 - August 2003

Skills
Insurance, Financial Analysis, Problem Solving, PeopleSoft, Supply Chain Management, AMS 360, Pivotal CRM, SAP, Spanish-speaking, Portuguese, Process Improvement, Sales Operations, Marketing Strategy, AMS360, Salesforce.com

Education
Universidad de Salamanca   2001 — 2002
Immersed Studies, European Union Law and History

Western Michigan University   1996 — 2002
BA, Spanish, International Business

Universidad de Burgos   2000 — 2000
Immersed studies, Spanish Art, Literature and History

James Greicius James Greicius Greater Denver Area Details
James Greicius's Transamerica Capital, Inc Experience July 2012 - Present
Job Multimedia Manager at Transamerica
Industry Financial Services
Experience
Transamerica  August 2014 - Present
Transamerica Capital Inc  July 2012 - Present
National Business Media, Inc.   2009 - 2012
National Business Media, Inc  April 2004 - July 2008
National Business Media, Inc.   January 2000 - January 2004
National Business Media, Inc.   April 1999 - January 2004
SUPERVALU Inc  January 1998 - April 1999

Skills
Graphic Design, Adobe Creative Suite, Premiere, Final Cut Studio, Web Design, Microsoft Office, Dreamweaver, After Effects, Motion Graphics, Illustrator, InDesign, Photoshop, Video Editing, Video Production, Videographer, Mobile Design, User Experience, Graphics, Layout, Logo Design, Photographic Lighting, Art Direction, Advertising, Flash, Web Development, Videography, Marketing, Magazines, Newsletters, Creative Direction, Multimedia, Video, Digital Media, Marketing Strategy, Interaction Design, Storyboarding

Education
Eastern Illinois University   1993 — 1996
Bachelor of Fine Arts, Graphic Design

Kankakee Community College   1991 — 1993
Associates of Visual Arts

Karlsruhe American Highschool

Matt Bucka, CFP® Matt Bucka, CFP® Greater Minneapolis-St. Paul Area Details
Matt Bucka, CFP®'s Transamerica Capital, Inc Experience July 2013 - June 2014
Job Divisional Vice President at AIG
Industry Financial Services
Experience
AIG Financial Distributors  July 2014 - Present
Transamerica Capital, Inc.   July 2013 - June 2014
Quantitative Advantage, LLC   January 2011 - June 2013
Ameriprise Financial Services, Inc.   September 2010 - December 2010
Ameriprise Financial Services, Inc.   April 2007 - August 2010
Ameriprise Financial  June 2005 - March 2007

Skills
Business Development, Outside Sales, Territory Development, Territory Management, Financial Product..., Public Speaking, Certified Financial..., ETFs, Variable Annuities, Investment Advisory, Tactical Asset..., Roadshows, Investments, Retirement, Sales Force Development, Retirement Planning, Mutual Funds, Series 63, Investment Management, Equities, Fixed Annuities, Series 7, Asset Allocation, Financial Advisory, Separately Managed...

Education
St. Olaf College   2001 — 2005
B.A., Economics, Religion

Armstrong High School

G.C. Lewis, CFP® G.C. Lewis, CFP® Greater Atlanta Area Details
G.C. Lewis, CFP®'s Transamerica Capital, Inc Experience September 2003 - September 2005
Job Managing Partner at Lewis and Monroe Wealth Management
Industry Financial Services
Experience
Lewis and Monroe Wealth Management   March 2013 - Present
SunAmerica Retirement Markets  September 2005 - March 2013
Transamerica Capital, Inc   September 2003 - September 2005
Transamerica Capital, Inc.   February 2002 - September 2003

Skills
Investments, Strategy, Business Strategy, Portfolio Management, Strategic Financial..., Management, Investment Strategies, Competitive Analysis, Strategic Planning, Business Planning, Retirement Planning, Wealth Management, Mutual Funds, Fixed Annuities, Insurance, Retirement, Series 7, Finance, Series 63, Asset Management, Financial Planning

Education
University of Georgia - Terry College of Business   2013 — 2014
The Certificate in Financial Planning, Financial Planning and Services

Auburn University   1996 — 2000
Bachelor of Science, Marketing

Christopher Bybee, MBA Christopher Bybee, MBA Greater Denver Area Details
Christopher Bybee, MBA's Transamerica Capital, Inc Experience November 2013 - March 2015
Job Compliance Analyst at ePlan Services, Inc. (A Paychex Company)
Industry Financial Services
Experience
ePlan Services, Inc. (A Paychex Company)   April 2015 - Present
Transamerica Capital, Inc.   November 2013 - March 2015
Great-West Financial  September 2012 - August 2013
Pacific Life  November 2007 - September 2012
Foresters Equity Services, Inc.   August 2005 - October 2007
Financial Foundation 2000   October 2004 - August 2005
Centaurus Financial, Inc.®   October 1996 - September 2004

Skills
Insurance, Securities, Financial Services, Leadership, Investment Strategies, Life Insurance, Marketing, Microsoft Office, Microsoft Word, Outlook, Portfolio Management, Process Improvement, Relationship Management, Retirement Planning, Sales, Series 24, Software Documentation, Vendor Management, Visio, Fixed Income, Financial Risk, Banking, Accounting, Access, Customer Service, Investments, Risk Management, Series 7

Education
University of Phoenix - School of Business   2008 — 2010
MBA, Business Administration and Management, General

California State University-Fullerton, Mihaylo College of Business and Economics   1989 — 1992
BA, Administration, Financial Planning

Katherine (Gengler) Coons Katherine (Gengler) Coons Greater Denver Area Details
Katherine (Gengler) Coons's Transamerica Capital, Inc Experience September 2013 - September 2014
Job Compliance Manager at Transamerica Asset Management
Industry Financial Services
Experience
Transamerica Asset Management, Law and Compliance   September 2014 - Present
Transamerica Capital, Inc.   September 2013 - September 2014
Investment Management Consultants, Ltd   November 2011 - July 2013
Northwestern Mutual  January 2011 - September 2011
DWC Financial Services   October 2007 - December 2008
WestStar Bank and US Bank   October 2005 - August 2007
Stifel Nicolaus  November 2001 - October 2005

Skills
Portfolio Management, Investments, Financial Analysis, Risk Management, Fixed Income, Series 7, Managerial Finance, Credit, Strategic Planning, Equities, Regulatory Compliance, SEC & State Filings, Audits, Balanced Portfolios, Pension and Profit..., Wealth Managment, Series 63, Series 24, Series 9, Series 10, Series 65

Education
Webster University   2001 — 2004
MBA, Finance

Regent's University London   2001 — 2001

University of Missouri-Columbia   1994 — 1998
Bachelor of Arts (BA), History/Sociology

Candy Ziedins Candy Ziedins Greater Denver Area Details
Candy Ziedins's Transamerica Capital, Inc Experience September 2004 - Present
Job Business Development at Transamerica Capital, Inc
Industry Investment Management
Experience
Transamerica Capital, Inc   September 2004 - Present
Wells Fargo  May 2002 - September 2004
T. Rowe Price  October 2000 - May 2002

Skills
Mutual Funds, Investments, Relationship Management, Insurance, Financial Services, Retirement Planning, Life Insurance

Education
Regis University   2004 — 2008
Bachelor of Science (BS), Accounting

University of Iowa   1993 — 1996
Bachelor of Science (BS), Health and Physical Education/Fitness

Curtis Cunningham Curtis Cunningham Greater Denver Area Details
Curtis Cunningham's Transamerica Capital, Inc Experience March 2013 - Present
Job Internal Wholesaler at Transamerica Capital Inc.
Industry Financial Services
Experience
Transamerica Capital Inc.  March 2013 - Present
Columbine High School  May 2012 - November 2013
New York Life Insurance Company  August 2012 - February 2013

Skills
Financial Services

Education
University of Colorado at Boulder   2008 — 2012
Bachelor's Degree, International Affairs

Columbine High School   2004 — 2008
High School Diploma

Wesley Hodgson Wesley Hodgson Greater Denver Area Details
Wesley Hodgson's Transamerica Capital, Inc Experience June 2007 - August 2014
Job MBA, Finance and Accounting Professional
Industry Financial Services
Experience
Kaiser Permanente  August 2014 - Present
Transamerica Capital, Inc.   June 2007 - August 2014
United Securities Alliance, Inc.   November 2004 - June 2007
Greystar Construction   December 2003 - October 2004
Accountants International  September 2003 - November 2003
McKee Associates, Inc.   February 2002 - September 2003

Skills
Account Reconciliation, Financial Statements, Variance Analysis, FINRA Series 28, Financial Statement..., GAAP, Journal Entries, Bank Reconciliation, Financial Reporting, Accounting, US GAAP, Payroll, Sarbanes-Oxley Act, General Ledger, Fixed Assets, Financial Accounting, Accounts Payable, Pivot Tables, Accruals, Balance Sheet, Sarbanes-Oxley, Consolidation, Revenue Recognition, Internal Controls, Cash Flow, Cash Flow Forecasting, Cost Accounting, Hyperion Enterprise, Accounts Receivable, IFRS, Financial Audits, Auditing, Internal Audit, Cash Management, Fund Accounting, Expenses, Financial Analysis, Bookkeeping, Invoicing, Managerial Finance, Finance, Essbase, Spreadsheets, Year-end Close, Results-oriented, Strive to be the expert..., Imaginative, Seek Interactive,..., FINRA Filings, Oracle

Education
Regis University   2009 — 2011
Master of Business Administration (M.B.A.), Finance and Accounting

Jamestown College   1993 — 1997
Bachelor of Art, Accounting

Miles Community College   1992 — 1993

Custer County High School, Miles City, MT   1989 — 1992

Jon Iverson - CRPC®, RICP® Jon Iverson - CRPC®, RICP® Greater Nashville Area Details
Jon Iverson - CRPC®, RICP®'s Transamerica Capital, Inc Experience June 2013 - Present
Job RVP at Transamerica Capital, Inc.
Industry Financial Services
Experience
Transamerica Capital Inc.  June 2013 - Present
Allianz  October 2008 - May 2013
Jackson National Life  2002 - 2008
John Hancock Life Insurance Company (U.S.A.)   1996 - 2001

Education
The Master's College   1994 — 1996
BS, Business Administration

Kelly Himes Kelly Himes Greater Denver Area Details
Kelly Himes's Transamerica Capital, Inc Experience May 2011 - August 2011
Job Marketing Associate at Northern Lights Capital Group
Industry Financial Services
Experience
Northern Lights Capital Group  February 2015 - Present
United Launch Alliance (ULA)   July 2014 - February 2015
ULA - United Launch Alliance - Lockheed Martin & Boeing  July 2012 - July 2014
Transamerica Capital, Inc   May 2011 - August 2011
Transamerica Capital, Inc.   May 2010 - August 2010
TransMontaigne Partners   May 2009 - August 2009
Cole Real Estate Investments  May 2008 - July 2008

Education
Colorado State University   2008 — 2012
B.S, Business Administration; Finance -

Littleton High School

Travis Truax, MBA Travis Truax, MBA Greater Minneapolis-St. Paul Area Details
Travis Truax, MBA's Transamerica Capital, Inc Experience April 2006 - December 2007
Job Senior Marketing Manager at Columbia Management
Industry Investment Management
Experience
Columbia Management  April 2012 - Present
Columbia Management  January 2011 - April 2012
Ameriprise Financial Services, Inc.   May 2009 - January 2011
First American Funds  December 2007 - April 2009
Transamerica Capital Inc.  April 2006 - December 2007

Skills
MBA, Series 24, Series 7, Series 63, Mutual Funds, Wealth Management, Asset Allocation, Retirement Planning, Retirement, FINRA, Uniform Combined State..., Securities, Investment Strategies, Financial Planning, Series 66, series 6

Education
University of Minnesota - Carlson School of Management   2007 — 2011
MBA, Business Administration

Saint John's University   2002 — 2005
B.A., Business Management

Hastings High School   1996 — 2000

Louis Bojorquez Louis Bojorquez Orange County, California Area Details
Louis Bojorquez's Transamerica Capital, Inc Experience March 2010 - June 2015
Job Regional Vice President at Transamerica Capital
Industry Investment Management
Experience
Transamerica Capital, Inc.   March 2010 - June 2015
Metlife Investors  August 2004 - February 2010
Citigroup Smith Barney  September 2002 - August 2004
LexisNexis  1996 - 2002

Skills
Insurance, Series 63, Mutual Funds, Wealth Management, Series 7, Asset Managment, Fixed Annuities, New Business Development, Financial Analysis, Financial Services, Retirement Planning, Sales Management, Account Management, Investments, Sales, Alternative Investments, Financial Planning, Securities, Retirement

Education
University of Southern California   1985 — 1990
Bachelors of Arts, Social Sciences, Communications

Sean K. Lewis Sean K. Lewis Bloomington, Indiana Area Details
Sean K. Lewis's Transamerica Capital, Inc Experience December 2008 - July 2012
Job Financial Advisor at Westpoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group  July 2015 - Present
Integrity Wealth Solutions   January 2013 - June 2015
Transamerica Capital Inc.  December 2008 - July 2012
Pacific Life  November 2006 - August 2008

Skills
Mutual Funds, Retirement, Financial Advisory, Securities, Financial Services, Finance, Sales, Strategic Planning, Wealth, Investments

Education
DePauw University   1998 — 2002
Bachelor of Arts, History

Ralph Dillon Ralph Dillon Orange County, California Area Details
Ralph Dillon's Transamerica Capital, Inc Experience March 2008 - 2010
Job Vice President Institutional Sales at Global Financial Data
Industry Financial Services
Experience
Global Financial Data  March 2012 - May 2014
TRANSAMERICA CAPITAL, INC   March 2008 - 2010
Fisher Investments  2007 - 2007
MetLife Investors  January 1998 - January 2006
The Hartford  2005 - 2006

Skills
Series 63, Series 7, Mutual Funds, Fixed Annuities, Alternative Investments, Retirement, Asset Allocation, Series 24, Separately Managed..., Investment Advisory, Retirement Planning, Asset Managment, Wealth Management, Financial Advisory, Series 6, Investment Strategies

Education
Monmouth University   1989 — 1993
BA, Communication/Marketing

NASD 7,63,65. Ca Lic#0c90407

Jennifer Mendenhall Jennifer Mendenhall Greater Denver Area Details
Jennifer Mendenhall's Transamerica Capital, Inc Experience November 2006 - April 2008
Job Graduate Student at Argosy University, Denver, CO
Industry Mental Health Care
Experience
Argosy University, Denver, CO   September 2008 - Present
Humanex Academy  August 2009 - May 2010
Transamerica Capital, Inc.   November 2006 - April 2008
Table Bay Financial Network  December 2005 - October 2006
Jackson National Life  November 2001 - September 2005

Education
Argosy University, Denver, CO   2008 — 2010
Master of Arts, Clinical Psychology

Colorado State University   1998 — 1999
Bachelor of Arts, Liberal Arts, Economics

Ashley Bernal Ashley Bernal Austin, Texas Area Details
Ashley Bernal's Transamerica Capital, Inc Experience September 2011 - March 2013
Job Clinic Support Manager at First Opinion
Industry Marketing and Advertising
Experience
First Opinion – Text a doctor for free, 24/7   January 2014 - Present
Transamerica Capital Inc.  September 2011 - March 2013
L'Oreal U.S.A.   June 2010 - August 2010
Brigham Young University AdLab   December 2008 - June 2010
Comcast Cable  May 2009 - August 2009
Farnsworth Swim School   May 2007 - August 2007
Lassiter High School  August 2005 - May 2006

Skills
Writing, Editing, Account Management, Graphic Design, Survey Creation, Advertising, Marketing, Copywriting, Competitive Analysis, Newsletters, Social Media Marketing, Facebook, Social Media, Surveying, Sales, Creative Direction, Blogging, Strategic Planning

Education
Brigham Young University   2006 — 2010
Bachelor of Arts, Communications; Advertising

Jeannie Sukow Jeannie Sukow Wildomar, California Details
Jeannie Sukow's Transamerica Capital, Inc Experience January 1997 - November 2007
Job Financial Planner Assistant at News Financial Securities America
Industry Financial Services
Experience
News Financial Securities America   May 2013 - January 2014
American Income Life Insurance Company  April 2012 - August 2012
TBS  April 2009 - June 2009
Core Learning Matters, Inc   March 2008 - September 2008
Transamerica Capital, Inc   January 1997 - November 2007

Skills
PowerPoint, Public Speaking, Sculpture, Customer Service, Mixed Media, Painting, Craft, Fine Art, Microsoft Word, Management, Operations Management, Sales, Training, Series 63, Mutual Funds, Fixed Annuities, Insurance, Series 6, 401k

Education
Cerritos College   1989 — 1990
Associate of Arts (A.A.), Business Administration and Management, General

Banning High School   1981 — 1985
Diploma, Business Administration and Management, General

Tanya Rinebarger Tanya Rinebarger Greater Denver Area Details
Tanya Rinebarger's Transamerica Capital, Inc Experience July 2008 - December 2008
Job Manager Presentation Publishing | TIAACREF
Industry Financial Services
Experience
TIAA-CREF  August 2014 - Present
Great-West Financial  February 2014 - August 2014
Great-West Financial  October 2013 - February 2014
Great-West Financial  February 2011 - October 2013
Great-West Financial  September 2009 - February 2011
Transamerica Capital, Inc.   July 2008 - December 2008
Transamerica Capital, Inc.   July 2006 - July 2008
Transamerica Capital, Inc.   August 2005 - July 2006
Guaranty Associates, Inc.   August 2004 - August 2005
Guaranty Associates, Inc.   September 2001 - August 2004

Skills
New Business Development, Product Development, Product Marketing, Product Launch, Marketing Strategy, Marketing Management, Marketing Communications, Marketing Research, Brand Development, Brand Communication, Strategic Planning, Strategic Communications, Team Leadership, Business Planning, B2B Marketing, B2C marketing, Social Media Marketing, Public Relations, Corporate Communications, Budget Management, Training Delivery, Training & Development, Promotions, Writing, InDesign, Adobe Creative Suite, Coaching, Budgets, Press Releases, Media Relations, Management, Integrated Marketing, Marketing

Education
Georgia Southern University   1996 — 1997
MS, Sports Management

Trinity University   1992 — 1996
BA, Communications, History, Political Science, Communication Management

Cherry Creek

Kimberly Kovacs Kimberly Kovacs Columbia, Missouri Area Details
Kimberly Kovacs's Transamerica Capital, Inc Experience January 2001 - January 2003
Job Business Account Manager for Payroll Services
Industry Human Resources
Experience
Business Account Manager   2010 - Present
OPPENHEIMERFUNDS, INC  2007 - 2010
Transamerica  2001 - 2007
METLIFE INVESTORS, INC   2003 - 2004
TRANSAMERICA CAPITAL, INC   January 2001 - January 2003

Education
University of Missouri-Columbia   1995 — 2000
Bachelor of Science

University of Missouri-Columbia
Bachelor of Science, Parks & Recreation

Bryan Yvon Bryan Yvon Greater Atlanta Area Details
Bryan Yvon's Transamerica Capital, Inc Experience November 2008 - October 2010
Job First Vice President at Carey Financial
Industry Financial Services
Experience
Carey Financial   October 2013 - Present
Prudential Investments  April 2011 - October 2013
Transamerica Capital, Inc   November 2008 - October 2010
RiverSource Distributors, Inc   March 2006 - November 2008
New York Life Investment Mgt   April 2005 - March 2006
Mainstay Asset Management   November 2002 - April 2005
ING Funds  December 2001 - November 2002
Phoenix Investment Partners, LTD   January 2000 - November 2001
Phoenix Investment Partners  November 1996 - January 2000
The Hanover Insurance Group  April 1994 - November 1996

Skills
Mutual Funds, Series 7, Separately Managed..., Series 63, Asset Allocation, Wealth Management, Alternative Investments, Investments, Retirement Planning, Investment Advisory, Asset Managment, Securities, Investment Strategies, Equities, Portfolio Management, IRAs, Investment Management, Bonds, Sales, Financial Markets, Asset Management, Financial Advisory, Financial Services, Fixed Annuities, Sales Operations

Education
University of Rhode Island - College of Business Administration   1989 — 1994
BS, Business Admin

Britt Boyles Britt Boyles Denver, Colorado Details
Britt Boyles's Transamerica Capital, Inc Experience February 2007 - October 2011
Job Loan Officer at Eagle Home Mortgage
Industry Real Estate
Experience
Eagle Home Mortgage  August 2014 - Present
First Option Mortgage  March 2013 - July 2014
Supreme Lending  September 2012 - February 2013
Sunward Metal Buildings   2012 - 2012
Transamerica Capital Inc.  February 2007 - October 2011
Merril Lynch  November 2005 - February 2007

Education
The University of Georgia   2001 — 2005
Bachelor's degree, Journalism

Matthew Meade Matthew Meade Richmond, Virginia Area Details
Matthew Meade's Transamerica Capital, Inc Experience 1998 - 2003
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

Todd Ruddle Todd Ruddle Greater San Diego Area Details
Todd Ruddle's Transamerica Capital, Inc Experience January 2005 - November 2010
Job Sales Manager at Prospective Payment Specialists
Industry Computer Software
Experience
Prospective Payment Specialists  March 2015 - Present
Exscribe, Inc.   March 2013 - Present
MEDICAL SPEECH SOLUTIONS   January 2011 - Present
TRANSAMERICA CAPITAL INC  January 2005 - November 2010
PACIFIC LIFE INSURANCE COMPANY  June 2001 - January 2005
Federated Investors, Inc.   June 1995 - June 2001
Essex Corporation  May 1994 - June 1998

Skills
Strategic Planning, New Business Development, Sales Management, Team Building, Speech Recognition, Healthcare, EMR, EHR, Marketing, Enterprise Software, Sales, Product Management, Selling, Process Improvement, Direct Sales, Business Development, Customer Service, Strategy, Healthcare Consulting, Business Strategy, Salesforce.com, Practice Management, Account Management, Health Information..., Management, Microsoft Office, Solution Selling, Mutual Funds, Fixed Annuities, Sales Operations, Negotiation, Retirement, Start-ups, Healthcare Information..., Lead Generation, Training, Leadership, Sales Process, B2B, Employee Benefits, SaaS, Marketing Strategy, CRM, Business Alliances, Professional Services, Software Implementation, Insurance

Education
University of California, San Diego   1983 — 1986
Management Science

J. Merrick Morris J. Merrick Morris Greater Philadelphia Area Details
J. Merrick Morris's Transamerica Capital, Inc Experience November 2013 - Present
Job Regional Vice President at Transamerica Capital Inc. MidAtlantic Distribution
Industry Financial Services
Experience
Transamerica Capital Inc.  November 2013 - Present
Lincoln Financial Distributors  August 2006 - November 2012
AIG SunAmerica  2003 - 2006
AIG SunAmerica  1998 - 2003
PLANCO Hartford   January 1990 - August 1998
Prudential Financial  August 1987 - January 1989

Skills
Series 63, Series 6, Life,Health, Variable..., Series 26, Financial Reporting, Management, Mutual Funds, Wealth Management, Fixed Annuities, Sales, Business Strategy, Coaching, Business Process..., Leadership, FINRA, Retirement Planning, Asset Allocation, Investments, Retirement, Sales Operations, Separately Managed..., Financial Services, Enterprise Software, Series 7, Financial Advisory, 401k, Building Relationships, Business Intelligence, Long-term Care

Education
Penn State University   1983 — 1987
BS, Finance

Penn State University   1983 — 1987
Bachelor of Science (BS) Finance, Finance, General

Dawn Impellizzeri Dawn Impellizzeri Greater Detroit Area Details
Dawn Impellizzeri's Transamerica Capital, Inc Experience February 2000 - January 2009
Job Senior Vice President at Eagle Capital Markets Group, a division of Griffin Capital Securities, Inc.
Industry Financial Services
Experience
Eagle Capital Markets Group, a division of Griffin Capital Securities, Inc.   March 2015 - Present
Cole Real Estate Investments  January 2009 - March 2015
Cole Real Estate   2009 - March 2015
Transamerica Capital Inc  February 2000 - January 2009

Skills
Insurance, Series 7, Series 63, Series 24, Financial Services, Mutual Funds, Business Development, Separately Managed..., Fixed Annuities, Investments, Asset Allocation, Retirement Planning, 401k, Alternative Investments, Wealth Management

Education
Central Michigan University   1987 — 1991
Bachelor of Science, Finance

Robert Mulligan Robert Mulligan Greater New York City Area Details
Robert Mulligan's Transamerica Capital, Inc Experience 2001 - 2008
Job President at Distribution Revolution
Industry Financial Services
Experience
Distribution Revolution   March 2015 - Present
Mirae Asset Global Investments (USA) LLC   September 2010 - February 2015
Mirae Asset Global Investments (USA) LLC   September 2010 - August 2012
GE  February 2008 - September 2010
Transamerica Capital Inc.  2001 - 2008
GE Financial  1997 - 2001
Keystone Investments  1996 - 1997
Oppenheimer Capital  1993 - 1995
Colonial Funds  1987 - 1993

Skills
Mutual Funds, Investments, Fixed Income, Asset Management, Sales, Strategy, Finance, Team Management, Fixed Annuities, Asset Allocation, Sales Operations, Series 63, Hedge Funds, Leadership, Investment Strategies, Private Equity, Marketing, Series 7, Portfolio Management, Equities, Alternative Investments, Investment Management, Securities, Separately Managed...

Education
The Aji Network   1996 — 2004
BPC

University of Rhode Island   1982 — 1987
BA, Economics

Chip McCaffrey Chip McCaffrey Greater Pittsburgh Area Details
Chip McCaffrey's Transamerica Capital, Inc Experience 2014 - Present
Job Regional Vice President at Transamerica Capital, Inc.
Industry Investment Management
Experience
Transamerica Capital, Inc.   2014 - Present
Astor Investment Management  2012 - 2014
JETS ETFs   2009 - 2012
Pacific Life  2004 - 2009

Skills
Series 7, Mutual Funds, Asset Allocation, Alternative Investments, Asset Management, Investment Strategies, ETFs, Hedge Funds

Education
Penn State University   1990 — 1994
BS, Agricultural Business Management/Economics

Graham Grisoli Graham Grisoli Greater Seattle Area Details
Graham Grisoli's Transamerica Capital, Inc Experience October 2013 - Present
Job Regional Vice President Annuities at Transamerica Capital, Inc.
Industry Financial Services
Experience
Transamerica Capital, Inc.   October 2013 - Present
MetLife Investors  September 2007 - October 2013

Skills
Sales, Fixed Annuities, Retirement Planning, Sales Management, Insurance, Customer Service, Strategic Planning, Microsoft Office, Investments, Strategic Financial..., Microsoft Excel, Life Insurance, New Business Development, Wealth Management, Financial Services, Risk Management, Financial Analysis, Banking

Education
University of Mississippi   2002 — 2007
Bachelor of Business Administration (B.B.A.), Sales, Distribution, and Marketing Operations, General, A

Brother Martin

Brad Pond, CRPC Brad Pond, CRPC Richmond, Virginia Area Details
Brad Pond, CRPC's Transamerica Capital, Inc Experience 2008 - Present
Job Regional Vice President at Transamerica Capital, Inc
Industry Financial Services
Experience
Transamerica Capital, Inc.   2008 - Present
AIG SunAmerica  November 2006 - October 2008
Transamerica Capital, Inc   February 2002 - November 2006

Skills
Sales, Mutual Funds, Series 63, Fixed Annuities, Series 7, Retirement Planning, Marketing, 401k, Asset Allocation, Financial Advisory, Insurance, Investments, Wealth Management, Variable Annuities, Retirement

Education
University of Georgia - Terry College of Business   1997 — 2001
BA, Finance

Jacob Bock Jacob Bock Greater Denver Area Details
Jacob Bock's Transamerica Capital, Inc Experience June 2011 - August 2011
Job Principal and CoFounder at NPV Ventures, LLC
Industry Financial Services
Experience
NPV Ventures, LLC   August 2013 - Present
Transamerica Capital Inc.  June 2011 - August 2011
Bennet for Colorado  June 2010 - August 2010

Skills
Financial Modeling, Leadership, Finance, Business Development, Financial Analysis, Corporate Finance, Microsoft Office, Public Speaking, Microsoft Excel, Research, Start-ups, Microsoft Word, PowerPoint, Marketing, Sales, Social Media, Data Analysis, Valuation

Education
University of Pennsylvania   2008 — 2013
Bachelor of Arts (B.A.), Political Science

Columbia University in the City of New York
Columbia Business Edge

Danielle Hagel Danielle Hagel Denver, Colorado Details
Danielle Hagel's Transamerica Capital, Inc Experience August 2006 - July 2009
Job Events & Trade Show Manager
Industry Events Services
Experience
CoreSite  May 2013 - Present
CoreSite  October 2010 - May 2013
CoBank  March 2010 - June 2010
Transamerica Capital, Inc.   August 2006 - July 2009
Six Flags Elitch Gardens  April 2005 - August 2006

Skills
Marketing Communications, Marketing, Event Planning, Trade Shows, Project Management, Social Media, Event Management, B2B Marketing, Event Marketing Strategy, Lead Generation, Salesforce.com

Education
Regis University   2006 — 2009
Masters, Business Administration

University of Northern Colorado   2001 — 2005
BS, Business Administration, Emphasis: Marketing

Tyler Hart, CLU, ChFC, CRPC, MSFS Tyler Hart, CLU, ChFC, CRPC, MSFS Greater Denver Area Details
Tyler Hart, CLU, ChFC, CRPC, MSFS's Transamerica Capital, Inc Experience 2004 - 2006
Job Chief of Staff at Colorado Republican Committee
Industry Political Organization
Experience
Colorado Republican Committee  2015 - Present
The Way Church  2001 - Present
Moody Capital Solutions, Inc   2014 - 2015
OppenheimerFunds  2006 - 2014
Leadership Program of the Rockies  2011 - 2013
Junior Achievement of Rocky Mountain, Inc.   2008 - 2013
Toastmasters  2001 - 2013
Buntport Theater   2008 - 2008
Transamerica Capital Inc.  2004 - 2006
Nationwide  2004 - 2004

Skills
Strategy, Public Speaking, Management, Fundraising, Leadership, Sales, CRM, Investments, Mutual Funds, Recruiting, Leadership Development, Business Planning, Finance, Social Media, Training, Strategic Planning, Financial Services, Selling, Analysis, Financial Advisory, Interviews, Public Relations, Research, Time Management, Networking, Executive Search, Profit, Insurance, Consulting, Employee Benefits, Access, Budgets, Asset Management, Program Management, Public Policy, Politics, Project Management, Analytics, Social Networking, Retirement, Philanthropy, Initiator, Policy Analysis, Retirement Planning, Sales Operations, Creativity, Financial Guidance, Event Planning, Talent Management, Private Equity

Education
The American College
MS, Financial Services

The Ohio State University
BA, English

Paula Davison Paula Davison Denver, Colorado Details
Paula Davison's Transamerica Capital, Inc Experience August 2000 - February 2004
Job
Industry Architecture & Planning
Experience
Children's Hospital Colorado  July 2013 - Present
Children's Hospital Colorado  July 2011 - July 2013
HDR Inc.  August 2007 - July 2011
Transamerica Capital, Inc.   August 2000 - February 2004
Janus Capital Group  July 1998 - July 2000

Skills
Design Research, Adobe Creative Suite, Public Speaking, Project Management, Project Planning, Data Analysis, Technical Writing, InDesign, Software Documentation, Licensed Architect in..., BIM, Qualitative Research, Data Management, Information Management, Speech Writing, Creative Writing, Analytic Problem Solving, Creative Problem Solving, Administrative &...

Education
University of Oregon   2004 — 2007
M.Arch 2007

University of Denver   1993 — 1997
BA

Barbara Hancock (Shumaker) Barbara Hancock (Shumaker) Greater Denver Area Details
Barbara Hancock (Shumaker)'s Transamerica Capital, Inc Experience July 2015 - Present
Job VP, Marketing Operations at Transamerica Capital, Inc.
Industry Financial Services
Experience
Transamerica Capital, Inc.   July 2015 - Present
Cricket Communications  May 2013 - Present
Cricket Communications  November 2009 - May 2013
First Data  February 2007 - November 2009
First Data Commercial Services  August 2005 - February 2007
CSG Systems  March 2002 - August 2005
Kenan Systems  2000 - 2002
Lucent Technologies  1998 - 2000

Skills
Product Marketing, Product Management, Marketing, B2B, Team Building, Channel Partners, Strategic Partnerships, Cross-functional Team..., Competitive Analysis, Mobile Devices, Telecommunications, Strategy, Start-ups, Go-to-market Strategy, Business Development, CRM, E-commerce, Mobile Payments, SaaS, Wireless

Education
Miami University
Bachelor's Degree, Business

Heather Grubbs Heather Grubbs Greater Denver Area Details
Heather Grubbs's Transamerica Capital, Inc Experience February 2002 - April 2006
Job Vice President Marketing, Fidelity
Industry Marketing and Advertising
Experience
Fidelity Investments  2013 - Present
Janus Capital Group  2007 - April 2013
Old Mutual Capital  2006 - 2007
Transamerica Capital Inc.  February 2002 - April 2006

Skills
Series 6, Marketing, Series 7, Mutual Funds, Financial Services, Retirement Planning, Estate Planning, Retirement, Investments, Direct Marketing, Strategy, 401k, Investment Strategies

Education
University of Denver   1996 — 1999
MS, Communications

Boston University   1992 — 1996
BA, English

Hisley, Joshua Hisley, Joshua Greater Minneapolis-St. Paul Area Details
Hisley, Joshua's Transamerica Capital, Inc Experience January 2001 - Present
Job Internal Wholesaler at Transamerica Capital, Inc.
Industry Financial Services
Experience
Transamerica Capital, Inc.   January 2001 - Present
Transamerica Capital, Inc.   February 2006 - February 2007

Education
Hamline University   1993 — 1997
B.A., Philosophy

Michael Mullen, CRPC, CRPS Michael Mullen, CRPC, CRPS Greater Denver Area Details
Michael Mullen, CRPC, CRPS's Transamerica Capital, Inc Experience February 2008 - March 2011
Job Sr. Financial Consultant
Industry Financial Services
Experience
CUSO Financial Services, LP, at Bellco Credit Union and at Premier Members Credit Union   March 2011 - Present
Transamerica Capital Inc.  February 2008 - March 2011
Transamerica Capital, Inc.   January 2006 - February 2008
Transamerica Capital, Inc   August 2000 - January 2006
Merrill Lynch  August 1998 - July 2000

Skills
Mutual Funds, Retirement Planning, Series 7, Financial Advisory, Investments, Fixed Annuities, Retirement, Series 63, Financial Services, Leadership, 401k, Securities, Insurance, Life Insurance, Finance, FINRA, Series 6, Variable Annuities, Financial Planners, Wealth Management, Asset Allocation, Investment Strategies, Financial Planning

Education
Colorado Mesa University
BBA, Finance

Rangely High School   1988 — 1991

Loi Yu Loi Yu San Francisco Bay Area Details
Loi Yu's Transamerica Capital, Inc Experience 1999 - September 2013
Job Retirement Consultant at Allianz Life
Industry Financial Services
Experience
Allianz Life  September 2013 - Present
Transamerica  February 1999 - September 2013
Transamerica Capital Inc  1999 - September 2013

Education
University of California, Santa Barbara   1992 — 1996
Bachelor of Arts (B.A.), Economics

Greg Vinje Greg Vinje Cincinnati Area Details
Greg Vinje's Transamerica Capital, Inc Experience June 2013 - Present
Job SVP, Business Development at Transamerica
Industry Financial Services
Experience
Transamerica Capital, Inc   June 2013 - Present
PNC Capital Advisors  October 2006 - June 2013
Allegiant Asset Management  October 2006 - February 2010
Touchstone Investments  1998 - 2006
Countrywide Investments   1997 - 1999
Protective Life  1996 - 1998

Skills
Mutual Funds, Investments, Asset Managment, Leadership, Management, Marketing, Asset Management, Series 7, Series 63, Wealth Management, Asset Allocation, Relationship Management, Portfolio Management, Alternative Investments, Retirement Planning, Investment Advisory, Securities, Series 6, Separately Managed...

Education
Northern Kentucky University   1991 — 1995

The Ohio State University   1990 — 1991
Business

Brett Russo Brett Russo Greater New York City Area Details
Brett Russo's Transamerica Capital, Inc Experience December 2005 - July 2007
Job Connecting Technology Investors to Unbiased Technology Insight
Industry Financial Services
Experience
Gartner  January 2014 - Present
Dow Jones  October 2012 - January 2014
Bloomberg LP  September 2007 - October 2012
Transamerica Capital Inc  December 2005 - July 2007
Travelers Life and Annuity/MetLife Investors   March 2004 - December 2005
Travelers Life & Annuity  February 2002 - March 2004

Skills
Series 6, Series 63, Mutual Funds, Equities, Alternative Investments, Investments, Fixed Annuities, Bloomberg, Portfolio Management, Hedge Funds, Fixed Income, Asset Allocation, Securities, Capital Markets, CRM, Bloomberg Terminal, Financial Markets, Financial Services

Education
Southern Connecticut State University   1993 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General

Jenn Gravina Jenn Gravina Greater Denver Area Details
Jenn Gravina's Transamerica Capital, Inc Experience July 2000 - February 2004
Job Jenn's Professional Housekeeping
Industry Hospitality
Experience
Neatfreaks Housekeeping   August 2009 - November 2012
Roper Insurance & Financial Services   June 2008 - February 2009
Stolle Machinery  February 2004 - September 2007
Transamerica Capital, Inc   July 2000 - February 2004

Skills
Professional..., Customer-focused Service, Organization, Efficiency, Eye for Details, Dependable, Consistent, Highly Reliable, Trusted, Microsoft Office, Customer Service, Scheduling, Leadership, Management, Payroll, Sales, Sales Management, Event Planning, Process Scheduler, Budgets, Contract Negotiation, Negotiation, Process Improvement, Project Management, Time Management, Account Management, Team Building

Education
Fort Lewis College   1991 — 1995
Bachelors, English Communications

Arnold Mayster Arnold Mayster Greater Chicago Area Details
Arnold Mayster's Transamerica Capital, Inc Experience June 2000 - November 2010
Job Senior Vice President, National Accounts Manager
Industry Investment Management
Experience
Fiserv  February 2011 - April 2013
Transamerica Capital, Inc.   June 2000 - November 2010
Harris Trust & Savings Bank  June 1996 - June 2000
Old Orchard Bank   1976 - 1982

Skills
NASD Series 6, 26,...

Education
University of Illinois at Chicago   1978 — 1982
B.S. Marketing, Marketing/Management

Pete Leschisin Pete Leschisin Greater Minneapolis-St. Paul Area Details
Pete Leschisin's Transamerica Capital, Inc Experience July 2007 - January 2009
Job *
Industry Financial Services
Experience
Affinion Benefits Group  Regional Sales Manager, Financial Instant IssuanceDatacard GroupJuly 2012 - November 2013
Forethought Distributors, LLC.   July 2010 - June 2011
Transamerica Capital, Inc.   July 2007 - January 2009
Transamerica Capital Inc.  December 2003 - July 2007
Transamerica Capital, Inc.   December 2002 - December 2003
Online Resources Corporation  March 2000 - January 2001
TYME Corporation   August 1999 - March 2000
Norwest Card Services / Wells Fargo Card Services   October 1995 - July 1999
Norwest Card Services  April 1991 - October 1993

Skills
Sales Management, Investments, Insurance, Finance, Financial Services, Banking, Sales, Internal Audit, New Business Development, Strategy, Leadership, Business Development, Forecasting

Education
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Economics

Dan Gallogly Dan Gallogly Greater Minneapolis-St. Paul Area Details
Dan Gallogly's Transamerica Capital, Inc Experience 1999 - 2007
Job Regional VP at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group  August 2008 - Present
US Bancorp  2007 - 2008
Transamerica  1999 - 2007
Transamerica Capital Inc.  1999 - 2007
Transamerica Financial Services  1999 - 2007
Katun Corporation  1985 - 1999

Education
University of Minnesota-Twin Cities   1979 — 1984
Business

Julie Marble Julie Marble United States Details
Julie Marble's Transamerica Capital, Inc Experience February 2007 - Present
Job at Transamerica Capital, Inc
Industry
Experience
Transamerica Capital, Inc   February 2007 - Present

Education
University of Colorado Boulder
Bachelor's Degree, Mathematics, Chinese

Joff Pearlman Joff Pearlman Greater New York City Area Details
Joff Pearlman's Transamerica Capital, Inc Experience July 2014 - Present
Job Regional Vice President at Transamerica Funds
Industry Financial Services
Experience
Transamerica Capital Inc.  July 2014 - Present
The Hartford  July 2012 - June 2014
Stadion Money Management  February 2011 - August 2012
BIC Group, LLC  September 2010 - February 2011
Allianz Global Investors/PIMCO Advisors, LP.   1987 - 2010

Skills
Separately Managed..., Mutual Funds, Series 7, Series 65, Series 63, ETFs, Wealth Management, Investment Strategies, Investment Advisory, Investments, Asset Managment, Fixed Income, Closed-end Funds, Investment Management, 529 Plans, Bonds, Alternative Investments, Hedge Funds

Education
State University of New York College at Oneonta   1983 — 1987
BS, Economics and FInance

J. Stephen Holmes J. Stephen Holmes Phoenix, Arizona Area Details
J. Stephen Holmes's Transamerica Capital, Inc Experience November 2005 - March 2006
Job at Annucity LLC
Industry Financial Services
Experience
Annucity LLC   July 2007 - Present
Sun Life Financial  June 2006 - July 2007
Transamerica Capital, INC   November 2005 - March 2006

Skills
Fixed Annuities, Mutual Funds, Retirement Planning, Retirement, Wealth Management, Disability Insurance, Life Insurance, Series 63, Series 6, Investments, Series 7, Long-term Care

Education
Bowling Green State University   1983 — 1987
BSBA, Marketing

Courtney John Courtney John Greater Denver Area Details
Courtney John's Transamerica Capital, Inc Experience 2000 - December 2014
Job Compliance Director, Business Review at Transamerica Law & Compliance
Industry Financial Services
Experience
Transamerica Law & Compliance   June 2015 - Present
Transamerica Asset Management  December 2014 - June 2015
Transamerica Capital, Inc.   2000 - December 2014

Education
Grinnell College   1988 — 1992
Bachelor of Arts, Political Science

David Bondurant David Bondurant Orange County, California Area Details
David Bondurant's Transamerica Capital, Inc Experience February 2008 - September 2009
Job President at Scharp Technologies, Inc.
Industry Biotechnology
Experience
Scharp Technologies, Inc.   May 2010 - Present
Prodo Laboratories, Inc.   September 2009 - Present
Transamerica Capital, Inc.   February 2008 - September 2009

Education
University of Southern California   1995 — 1999
B.A., Economics, Business Administration

Mike Hiniker, CRPC Mike Hiniker, CRPC Greater Minneapolis-St. Paul Area Details
Mike Hiniker, CRPC's Transamerica Capital, Inc Experience July 2007 - March 2011
Job Regional Vice President at Ohio National
Industry Financial Services
Experience
Ohio National Financial Services  June 2014 - Present
Lincoln Financial Distributors  December 2011 - 2013
Transamerica Capital, Inc.   July 2007 - March 2011
Prudential Financial  July 2006 - January 2007
Dreyfus  July 2004 - July 2006
Citigroup Inc./Travelers Life and Annuity   August 2000 - July 2004

Skills
Series 7, Series 63, Public Speaking, Retirement Planning, Consultative Selling..., Mutual Funds, Separately Managed..., Variable Annuities, Investment Advisory, Business Development, Retirement Savings, Sales Process, Stocks, Bonds, Chartered Retirement..., Retirement Income, Building Relationships, Value Based Selling, Investment Management, Complex Investment...

Education
St. John's University
Bachelor of Arts (BA), Business Management

EHS

Ami Leonard Ami Leonard Cedar Rapids, Iowa Area Details
Ami Leonard's Transamerica Capital, Inc Experience July 2011 - Present
Job Platinum Broker Services at Transamerica Financial Life Insurance Company
Industry Insurance
Experience
Transamerica Capital, Inc.   July 2011 - Present
Aegon / Transamerica  June 2004 - Present
Transamerica Retirement Services  June 2004 - July 2011
Nordstrom, Inc  May 1998 - June 2004
Von Maur  July 1995 - July 1997

Skills
Series 63, Annuities, 401k, Series 6, Licensed Life Insurance...

Education
Mount Mercy University   2002 — 2004
Bachelors of Science, Business Administration

Kirkwood Community College
Associate Degree, Retail Merchandising/Marketing Management

Ellen Henningsen, CMP Ellen Henningsen, CMP Denver, Colorado Details
Ellen Henningsen, CMP's Transamerica Capital, Inc Experience July 2008 - August 2014
Job VP, Director of Event Management, Transamerica Investments & Retirement
Industry Events Services
Experience
Transamerica Investments & Retirement   September 2014 - Present
Transamerica Capital, Inc   July 2008 - August 2014
Colorado Veterinary Medical Association   2006 - 2008
Jobson Education  2002 - 2006

Education
Boston University   1999 — 2001
Master of Arts (MA), Communication and Media Studies

Kenyon College   1992 — 1996
Bachelor of Arts (BA), English Language and Literature/Letters