Transamerica Financial Advisors
Industry: Company
DescriptionFounded: 1967 Parent organization: Aegon N.V.
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Transamerica Financial Advisors Employees
Kicked Up Fitness July 2014 - Present
Compel Fitness, LLC January 2013 - May 2014
Ameriprise Financial Services, Inc. October 2012 - January 2014
Transamerica Financial Advisors June 2011 - May 2012
Prom Runway Inc January 2009 - June 2011
Mary's Designer Bridal Boutique January 2009 - May 2011
T.G.I. Friday's March 2009 - January 2010
Strategic Analysis, Inc May 2007 - June 2008
Outback Steakhouse September 2006 - June 2007
Chili's Bar and Grill September 2003 - September 2006
Skills
Typing, Writing Skills, Customer Service, Facebook, Social Networking, Time Management, Social Media, Teamwork, Blogging, Photoshop, Budgets, Event Planning, Outlook, PowerPoint, Microsoft Word, Sales, Team Building
Education
NCCPT 2013 — 2014
Personal Training Certification
Anne Arundel Community College 2007 — 2009
A.A, Film Analysis/Multimedia
Bowie High School 2002 — 2006
High School Diploma
Transamerica Financial Advisors April 2011 - Present
T. Rowe Price January 2004 - September 2010
Skills
Presenter, Series 7, Mutual Funds, Retirement Planning, Asset Allocation, Wealth Management, Investment Management, Retirement, Financial Services, Equities, Fixed Income, Financial Advisory, Investment Advisory, Investment Strategies, Portfolio Management, Asset Management, Bonds, Alternative Investments, Life Insurance, Investments, Securities, Risk Management, Series 63, Pensions, Finance, 401k, Estate Planning, Options, Relationship Management, Uniform Combined State..., Financial Planners, FINRA, Fixed Annuities, Series 6, Long-term Care, IRAs
Education
Indiana University Bloomington
Bachelor of Science, Business
Transamerica Financial Advisors January 2012 - Present
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division January 2012 - Present
World Financial Group September 1995 - Present
Education
The University of Akron 1962 — 1968
Bachelor's Degree, Business
Transamerica Financial Advisors August 2005 - Present
MedicarePrimer.com 2005 - Present
Health Choice One September 2007 - August 2009
Clark & Associates 1977 - 1995
Texas Department of Public Safety April 1963 - November 1977
Skills
Retirement, Medicare, Employee Benefits, Long-term Care, Term Life Insurance, Disability Insurance, Financial Planners, Investments, Retirement Planning, Life Insurance, 401k, Critical Illness, Healthcare, Financial Advisory, Accident, Health Savings Accounts, General Insurance, Umbrella Insurance, Health Policy, Underwriting, Wealth Accumulation, Securities, Investment Strategies, Benefits Administration, Homeowners, Author of, Medicare Primer, Medicare 101, Dental, Annuities
Education
Texas DPS Academy 1964 — 1977
Supervisor, Supervisor
University of Houston 1967 — 1975
Bachelors, Personnel Management
University of Texas at Tyler 1967 — 1970
Associates, Criminal Justice
Texas DPS Academy 1964 — 1964
Police, Law Enforcement & Accident Investigation
Draughn's 1958 — 1959
Drafting, Drafting
Irving High School 1954 — 1958
Diploma, English
Transamerica Financial Advisors September 2012 - Present
Transamerica September 2012 - Present
Keller Williams Real Estate August 2005 - December 2007
Foxtons 2003 - 2004
Skills
Executive Benefit..., Equity Indexed Annuities, Variable Products, Variable Life, Indexed Annuities, Roth IRA, Long Term Care Insurance, Insurance Agency..., IRAs, Fixed Annuities, Simple IRA, Variable Annuities, Permanent Life Insurance, Voluntary Employee..., Guaranteed Lifetime..., Disability Insurance, 403 b, Term Life Insurance
Education
Kingsborough Community College 2010 — 2012
Associate of Science (A.S.), Community Awareness
Transamerica financial advisors March 2015 - Present
The Mattress Spot January 2014 - December 2014
Skills
Sales Management, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Bookkeeping, Management, Life Insurance, Financial Modeling, Revenue Forecasting
Education
California State University-Dominguez Hills 2012 — 2014
Bachelor's Degree, Finance, General, 3.45
Colorado College July 2014 - Present
Kanagy Lawnscapes, Inc. May 1992 - Present
Transamerica Financial Advisors January 2014 - August 2014
WAY Media, Inc. November 2009 - July 2014
Skills
Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Leadership, Creative Writing, Business Planning, Licensed Life & Health..., Employee Training, Bookkeeping, Office Management, QuickBooks, Quicken, Adobe Acrobat, Payroll, Accounts Receivable
Education
Illinois State University 1982 — 1983
Master of Science (MS), Physical Education & Athletic Administration
Bluffton University 1977 — 1981
Bachelor of Arts (B.A.), English Language and Literature, General
Bluffton University 1977 — 1981
Bachelor of Arts (B.A.), Health and Physical Education/Fitness
Apriem Advisors June 2011 - Present
Merrill Lynch December 2004 - May 2011
Transamerica Financial Advisors March 1999 - December 2004
Education
University of Southern California 1996 — 2000
BS, Public Policy and Management
Punahou School 1990 — 1996
College for Financial Planning
CRPC®
Transamerica Financial Advisors August 2011 - Present
Bank of America October 2010 - August 2011
Skills
Retirement Planning, Mutual Funds, Strategic Financial..., Retirement, Fixed Annuities, Financial Advisory, Wealth Management
Education
University of California, Riverside 2003 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Transamerica Financial Advisors December 2011 - Present
Education Management Corporation July 2009 - August 2011
Skills
Sales Management, Customer Focus, Public Speaking, Culinary, Customer Relations, Social Media Marketing, Writing, Research, Strategic Planning, Culinary Skills, Customer Service, Marketing, Leadership Development, Sales, Event Planning, Process Improvement, Catering, Social Networking, Event Management, Leadership, Public Relations
Education
Cook Street School of Fine Cooking 2006 — 2006
Food and Wine Career Program, Culinary Arts/Chef Training
California State Polytechnic University-Pomona 2002 — 2004
BA, Psychology
New Mexico Symphonic Chorus June 2013 - Present
Madison Magazine August 2011 - Present
Christian Business Directory January 2011 - Present
Santa Fe Chamber Music Festival February 1996 - Present
Freelance writing 1988 - Present
Transamerica Financial Advisors May 2007 - October 2012
Skills
Blogging, Editing, Proofreading, Copy Editing, Journalism, Copywriting, Press Releases, Ap Style, Feature Articles, Magazines, Newsletters, Public Relations, Creative Writing, Publishing, Media Relations, Storytelling, Publicity, Public Speaking, Social Networking, Content Management, Fundraising, Marketing, Interviews, Music, Books, Facebook, Writing, Newspapers, Editorial, Entertainment
Education
New England Conservatory of Music 1977 — 1979
Master of Music, Performance, clarinet
SUNY Potsdam 1973 — 1977
Bachelor of Music Education, Music Teacher, K-12
Investors Capital Corporation, a full service independent Broker/Dealer April 2011 - Present
Integral Financial Services Inc. 2001 - Present
Independent Planners Group January 2014 - Present
Simply Financial 2006 - 2013
Transamerica Financial Advisors 2003 - 2011
Skills
Insurance, Financial Services, Life Insurance, Retirement Planning, Financial Advisory, Series 7, Investment Advisory, Strategic Financial..., Risk Management, Financial Analysis, Securities, Retirement, Investments, Series 63, Mutual Funds, Valuation, FINRA, Wealth Management, Asset Allocation, Fixed Annuities, Portfolio Management, Investment Strategies, Alternative Investments
Education
IPADE 1991 — 1992
D-1, Direccion de Empresa
The University of Texas at El Paso 1979 — 1981
BBA, Economics & Finance
Heartland Institute of Financial Education August 2012 - Present
World Financial Group October 2002 - Present
Transamerica Financial Advisors October 2002 - Present
Skills
Customer Service, Project Management, Microsoft Office, Marketing, Strategic Planning, New Business Development, Sales, Sales Management, Account Management, Negotiation, Team Building, Insurance
Education
Benedictine University 1999 — 2003
Finance, Business
Reavis H.S. 1995 — 1999
Transamerica Financial Advisors November 2013 - August 2014
Arena Football League, LLC/af2, LLC 2003 - 2009
ScheerSports, Inc 2002 - 2002
Marukatsu Setsubi Shokai, Ltd. (Japan) 1998 - 1999
Skills
Corporate Finance, Microsoft Excel, Sports Management, Event..., Microsoft Word, Financial Statement..., Business Valuation, Comparable Analysis, DCF Valuation, Financial Modeling, Capital Budgeting, PowerPoint, Credit Analysis, Option Valuation, Derivatives Pricing, Employment-based..., Sports Marketing, Physical Sciences, Business Development, Marketing, Financial Analysis, Derivatives
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master's Degree, Finance
University of South Carolina-Columbia
Bachelor's degree, Sport and Entertainment Management, GPA 3.759
Waseda University
Bachelor's degree, Sports Science
ProMark Planners, Inc. January 2013 - Present
ProMark Benefits July 2004 - Present
Transamerica Financial Advisors June 2004 - January 2013
AXA Advisors, LLC August 2000 - June 2004
First National Bank of Sioux Falls March 1996 - July 2000
Education
College for Financial Planning 2014 — 2017
Financial Planning and Services
Wheaton College 1987 — 1991
BA, Business/Economics
Transamerica Financial Advisors April 2015 - Present
Southern Illinois University August 2014 - Present
Omega Delta National Fraternity January 2014 - January 2015
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Google Docs, Team Leadership, OneNote, Event Management, Outlook, Risk Management, Social Media, Project Management, Public Speaking, Customer Service, Event Planning, Time Management
Education
Southern Illinois University, Carbondale 2012 — 2016
Finance and Financial Management Services
Carroll University 2011 — 2012
Fidelity Investments June 2014 - Present
SpotterRF February 2013 - February 2014
Sundance Capital Group February 2013 - September 2013
Prospect Mortgage, LLC September 2011 - January 2013
Transamerica Financial Advisors' 2009 - 2011
BYU-Idaho 2003 - 2009
International Philanthropy July 2004 - August 2006
Skills
Mortgage Lending, Financial Modeling, Start-ups, Sales, Real Estate, Leadership, Marketing, Credit
Education
Brigham Young University - Idaho 2003 — 2009
BUSINESS MANAGEMENT, FINANCE EMPHASIS
Transamerica Financial Advisors, Inc. September 2011 - December 2012
Transamerica Financial Advisors September 2011 - December 2012
E*TRADE Financial December 2001 - February 2011
E*TRADE Securities December 2001 - February 2011
DST Output November 1999 - July 2001
DST Output November 1999 - July 2001
The Copy House July 1993 - November 1999
The Copyhouse July 1993 - November 1999
U.S. Army January 1976 - October 1977
U.S. Army September 1972 - December 1975
Skills
Over 10 years of team..., Ability to identify..., Strong customer..., Strong attention to..., Ability to solve..., Experienced with many..., Strong organizational..., Ability to manage time..., Strong verbal and..., Ability to see the..., Experienced with..., Accustomed to absolute..., Coaching, Customer Satisfaction, Problem Solving, Microsoft Office, Securities, Series 7, Change Management, Compliance, Supervisory Skills, Team Building, Customer Relations, Customer Service, Call Center, Investments, Equities, Risk Management, Excel, Performance Management, Process Improvement, PowerPoint, Executive Management, Operations Management, Team Leadership, Mentoring, Series 63, Outlook, Budgeting, Team Management, Quality Assurance, Trading, Series 24, Financial Services, Budgets, Call Centers, Microsoft Excel, Business Analysis, Human Resources, Strategy
Education
Sierra College 1978 — 1980
Business
Los Angeles City College 1973 — 1974
Electronics
Transamerica Financial Advisors May 2001 - Present
Transamerica Financial Advisors, Inc May 2001 - Present
Skills
Insurance, Retirement, Fixed Annuities, Life Insurance, Term Life Insurance, Disability Insurance, Health Insurance, Long-term Care, IRAs, Long Term Care Insurance
Education
Lincoln Land Community College 1974 — 1975
Illinois Valley College 1972 — 1974
TransAmerica Financial Advisors February 2006 - Present
Jefferson Pilot Securities Corporation February 1996 - January 2006
Chubb Securities Corporation February 1994 - February 1996
Skills
Mutual Funds, FINRA, Investment Advisory, Securities, Series 65, IRAs, Series 6, Financial Advisory, Financial Services, 401k, Investments, Team Building, Surveillance, Uniform Combined State..., Brokerage, AML, Wealth Management..., Investment Management, Customer Service, Series 4, Series 7, Series 24, Series 53
Education
Bristol Community College 1984 — 1986
University of Massachusetts, Amherst 1982 — 1982
Liberal Arts
Beverly Hills Vein and Cardiovascular Institute September 2013 - Present
Transamerica Financial Advisors March 2013 - Present
Unified Insurance Services of California October 2012 - Present
Sleep Number by Select Comfort November 2011 - December 2012
Sony Pictures Entertainment 2006 - September 2011
Skills
Public Relations, Social Media, Social Media Marketing, Marketing Communications, Film, Social Networking, Marketing, Online Marketing, Advertising, Event Planning, Marketing Strategy, Entertainment, Copywriting, Team Building, Sales, Project Management, Microsoft Office
Education
Russian State Social University (former Moscow State Social University) 2003 — 2006
Advertising and Public Relations, Public Relations
American Career College June 2014 - Present
Transamerica Financial Advisors November 2012 - Present
UPP Entertainment Marketing June 2012 - August 2012
United States Air Force June 2006 - July 2009
United States Air Force January 2005 - June 2006
United States Air Force September 2003 - January 2005
Skills
Bilingual-Khmer, Writing Skills, People Skills, Public Relations Skills, Microsoft Office, Windows 7, Mac OS X, Adobe Software, Adobe Creative Suite, 80 WPM, Dreamweaver, InDesign, Photoshop, Event Management, Marketing, Time Management, Data Entry, Microsoft Word, OS X, PowerPoint, Public Relations, Social Networking, Microsoft Excel
Education
American Career College 2014 — 2016
Health Information/Medical Records Technology/Technician
California State Polytechnic University-Pomona 2009 — 2012
Bachelor of Science (BS), Communication, Public Relations
Community College of the Air Force 2007 — 2009
AS, Aviation Maintenance Technology
Sierra College 2007 — 2009
AA, Liberal Studies
Ontario High 1999 — 2002
High School Diploma
Raymond James 2014 - 2015
Raymond James 2014 - 2015
Transamerica Financial Advisors, Inc. October 2012 - March 2014
Transamerica Financial Advisors January 2008 - October 2012
Transamerica Financial Advisors, Inc. October 2002 - January 2008
Western Reserve Life Assurance June 2001 - October 2002
Transamerica Asset Management February 2000 - June 2001
US Coast Guard February 1991 - May 1999
Skills
Insurance, Risk Management, FINRA, Strategic Financial..., Customer Service, Time Management, Mutual Funds, Life Insurance, Outlook, Process Improvement, Budgets, Series 7, Series 24, Series 63, Asset Management, Financial Services, Leadership, Securities, AML, Series 6, Investment Advisory, Health Insurance, Investments, Access, Retirement, Retirement Planning, Compliance, Alternative Investments, Financial Planning
Education
Jefferson Community College 1987 — 1988
None, Math/Science
St. Petersburg College
Health Services/Allied Health/Health Sciences, General
Indian River Central
Western Reserve Life April 2007 - August 2007
Western Reserve Life April 2007 - August 2007
Transamerica Financial Advisors August 2003 - April 2007
Sungard Trading Systems/Brass October 2000 - August 2003
SunGard Trading Systems/BRASS October 2000 - August 2003
Bank of America, BA Investment Services June 1998 - November 1999
Bank of America June 1998 - November 1999
Bank of America, BA Investment Services November 1997 - June 1998
Chancellor LGT Asset Management August 1996 - November 1997
GT Global 1996 - 1997
Skills
Asset Allocation, Financial Markets, Trading, Fixed Annuities, Marketing, Equities, Investments, Strategic Financial..., Fixed Income, Sales, Series 63
Education
California State University-Long Beach 1985 — 1989
BA, Economics
St.Joseph's the Worker 1970 — 1978
Economics California State University, Long Beach
St. Mary's College High School
OneMain Financial October 2011 - Present
Transamerica Financial Advisors September 2013 - March 2015
T. Rowe Price April 2011 - September 2011
Diamond Hill Capital Management October 2006 - March 2011
Eagle Press August 2005 - June 2006
SAS, Inc. May 2003 - August 2003
Skills
SAS, Statistical Modeling, business strategy, financial analysis, investment advisory, mutual funds, insurance, wealth management, Financial Analysis &..., Risk Management, Investment Performance, Investment Strategies, Statistical Analysis, Quantitative Analysis, Portfolio Management, Investment Technology, Equity Option..., Team Leadership &..., New Market Penetration, Financial...
Education
CFA Institute 2004 — 2010
CFA Charterholder
North Carolina State University 2000 — 2005
Ph.D.
Wuhan University 1994 — 1998
B.S.
FINRA / Maryland - Series 6, Series 63, Series 65, and Insurance Licenses
Virtual Mentor Omnimedia, Inc. January 2005 - Present
Redtail Technology January 2001 - Present
Transamerica Financial Advisors January 1989 - Present
ORBA Insurance Services, Inc. October 1982 - Present
ORBA Financial Management October 1982 - December 2011
Skills
Investments, Securities, Insurance, Financial Advisory, Retirement Planning, Retirement, IRAs, Strategic Financial..., Coaching, Life Insurance, Term Life Insurance, Variable Products, Wealth, Wealth Accumulation, Financial Planners, Financial Planning
Education
California State University-Chico 1961 — 1964
Bachelor of Arts (BA), Social Sciences
Shasta College 1958 — 1961
Associate of Arts (AA)
Studio 5A March 2013 - Present
TransAmerica Financial Advisors May 2012 - August 2012
Overseas Private Investment Corporation May 2011 - August 2011
Lionsgate February 2011 - May 2011
Skills
International Business, Research, PowerPoint, Excel, Microsoft Excel, Proposal Writing, Intercultural..., Event Planning, International Relations, International..., Social Media, Blogging, Event Management, Microsoft Office, Policy Analysis
Education
Pepperdine University 2008 — 2012
Bachelor of Science (BS), Political Science, Asian Studies
Transamerica Financial Advisors September 2007 - Present
United States Air Force March 1997 - August 2008
Education
Embry-Riddle Aeronautical University 2004 — 2008
B.S., Management, Finance
PIMCO January 2009 - January 2012
WaMu Investments, Inc. (Washington Mutual) September 2005 - January 2009
Transamerica Financial Advisors April 2001 - September 2005
Skills
Securities, Series 7, Mutual Funds, Series 63, Financial Services, Fixed Income, Equities, Alternative Investments, Investments
Education
Syracuse University 1992 — 1997
Gowan Financial Services, LLC 2014 - Present
Prudential Financial 2012 - 2014
Transamerica Financial Advisors 2011 - 2012
Education
Bemidji State University
The American College
RICP® Retirement Income Planning
Capital Group October 2005 - Present
Transamerica Financial Advisors 2001 - 2005
John Hancock Life Insurance Company (U.S.A.) 1995 - 2001
Skills
Corporate Events, Event Planning, Meeting Planning, Trade Shows, Event Management
Education
Boston College 1993 — 1997
Bachelor of Arts (BA), English and Communications
Lincoln Sudbury
SERVPRO of North Everett/Lake Stevens/Monroe & SERVPRO of South Everett April 2015 - Present
The Home Depot October 2014 - April 2015
Transamerica Financial Advisors April 2012 - January 2014
Dignity Memorial September 2011 - April 2012
MapWide, Inc. June 2010 - April 2011
National Pool Tile Group June 2004 - March 2009
Preferred Pool Plastering February 1983 - March 1993
Skills
Management, Selling, B2B, Team Building, Account Management, Sales Management, Strategy, Conflict Resolution, Sales, Sales Operations
Education
Chapman University 1993 — 1996
BA, Psychology
WorldPay September 2012 - Present
Ceridian Dayforce February 2010 - September 2012
Transamerica Financial Advisors October 2008 - September 2010
New Heights Aviation December 2003 - September 2009
XO Communications January 2006 - September 2008
United States Marine Corps September 1996 - August 2004
Skills
New Business Development, Territory Management, Strategic Selling, Strategic Planning, Sales Management, Account Management, SaaS, Executive Level Selling, Merchant Services, Consultative Selling..., Entrepreneurship, Social Networking, Manage Client..., Sales Presentations, Strategic Partnerships, Sales Operations, B2B, Recruiting, Selling, Sales Force Development, Sales Process, Networking, Customer Retention, Solution Selling, CRM, Leadership, Training, Outsourcing, Salesforce.com, Lead Generation, Sales, Team Building, Management, Contract Negotiation, Vendor Management, Business Development, CXO, Analysis, Telecommunications, Cold Calling, Building Relationships, Strategy, Professional Services, Enterprise Software, Direct Sales, Call Centers, Executive Management, Consulting, Start-ups, Team Leadership
Education
Florida State University 2000 — 2002
BS, Information Science
Transamerica Financial Advisors September 2012 - Present
Integra Insurance Group March 2011 - August 2015
Colorado State Public Defender June 2010 - December 2010
Skills
Employee Benefits, Strategic Financial..., Insurance, Fixed Annuities, Investments, Retirement Planning, Life Insurance, Estate Planning, Retirement, 401k, Financial Advisory, Financial Planning
Education
University of Wyoming College of Law 2014 — 2017
Doctor of Law (JD)
Colorado State University 2008 — 2010
Bachelor of Arts and Bachelor of Science, Philosophy and Psychology
Silvertree Special Needs Planning August 2015 - Present
Transamerica Financial Advisors October 2012 - August 2015
Patient Comfort Systems December 2010 - March 2014
Terk Healthcare Consulting June 2010 - December 2013
Tower Saint John's Imaging July 2005 - June 2010
Open MRI of Hayward July 2001 - July 2004
Beyond Interactive January 1999 - February 2001
Skills
Special Needs Planning, Investment Advisor, Series 6, Series 63, Series 65, Retirement Planning, Strategic Financial..., Financial Services, Strategic Planning, Business Development, Life & Health Insurance..., Start-ups, Leadership, Marketing, Advertising, Entrepreneurship, Integrated Marketing, Marketing Management, Product Development, Marketing Strategy, Team Building, Digital Marketing, Analytics, Training, New Business Development, Strategy, CRM, Team Leadership, Marketing Communications, Healthcare, Sales, Management, Finance, Business Strategy, Business Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2010
MBA, Business
Tulane University 1992 — 1996
BA, History
Transamerica Financial Advisors November 2014 - Present
Chocolat Bistro & Cremerie April 2014 - September 2014
Local Non Profit Organization June 2011 - August 2011
Education
National University 2014 — 2015
Master of Business Administration (MBA), Financial Management, 3.75
University College Cork 2011 — 2012
Full-Time Exchange Student during Bachelor's, Business Administration and Management, General
Università di Bologna 2010 — 2013
Bachelor's degree, Management&Marketing, 4.0
The Leaders Group, Inc., Member FINRA/SIPIC February 2002 - Present
Transamerica Financial Advisors November 1999 - February 2002
Horace Mann Insurance Company August 1968 - August 1999
Skills
Variable Annuities, Fixed Annuities, Long-term Care, Life Insurance, John Hancock,..., Annual Sales Conference..., Ranked in the top Fifty...
Education
Georgia Southern University 1964 — 1968
Master's Degree, Counselor Education/School Counseling and Guidance Services, I was tapped to join the Kappa Delta Phi my last year. It is an honorary soriety
Furman University 1955 — 1959
Bachelor's Degree, English, B+
Self Employed October 2012 - Present
Transamerica Insurance & Investment Group August 2009 - February 2012
Transamerica Financial Advisors June 2008 - July 2009
Transamerica Retirement Services September 2004 - May 2008
Transamerica Retirement Services January 2002 - August 2004
Transamerica Retirement Services December 2000 - December 2001
Transamerica Retirement Services May 2000 - November 2000
AIG SunAmerica May 1999 - April 2000
T Rowe Price May 1993 - April 1999
Skills
Financial Planning, Retirement Planning, Investments, Life Insurance, Health Insurance, 401k
Education
University of California, Irvine 1988 — 1993
Bachelor of Arts, Social Science
McIntyre Law Group February 2005 - Present
Transamerica December 1998 - 2004
Transamerica Financial Advisors 1998 - 2003
Griffin Financial Services 1996 - December 1998
Skills
Mergers & Acquisitions, Process Improvement, Financial Services, Mutual Funds, Insurance, Leadership, Securities, Risk Management, 401k, Vendor Management
Education
Cerritos College
Lavine, Lofgren, Morris & Engelberg, LLP February 2011 - Present
Gumbiner Savett, Inc. July 2006 - October 2010
Transamerica Financial Advisors November 2005 - July 2006
Marc Filler Accountancy Corp October 2005 - June 2006
Monterey Park City Library June 1999 - May 2006
Toyota Financial Services July 2005 - September 2005
Secured Capital Corporation December 2004 - June 2005
Education
Golden Gate University 2009 — 2010
MS, Taxation
University of California, Los Angeles 2002 — 2006
B.A. Economics
Cetera Financial Group July 2012 - Present
Green Dot Corporation January 2010 - July 2012
Transamerica Financial Advisors October 2005 - November 2009
US Securities and Exchange Commission 1994 - 2005
Department of Justice 1986 - 1994
Skills
Securities Regulation, FINRA, Litigation, Corporate Governance, Securities
Education
Columbia Law School 1900 — 1900
JD
Princeton University 1900 — 1900
John F. Kennedy High
Horter Investment Management, LLC September 2014 - Present
World Financial Group (WFG) May 2010 - Present
Stephen D Dissette & Associates February 2010 - Present
Transamerica Financial Advisors May 2010 - August 2014
Transamerica Financial Advisors, Inc. May 2010 - August 2014
USA TAX & INSURANCE SERVICES 2008 - August 2008
Skills
Retirement Planning, Financial Planning, Insurance, Estate Planning, Investments, Financial Advisory, Strategic Financial..., Investment Advisory, Retirement, Mutual Funds, Finance, Small Business, Fixed Annuities, Strategic Planning, 401k, IRAs, Financial Services, Securities, Wealth Management, Life Insurance, Long-term Care, Investment Strategies, Disability Insurance, Wealth, Term Life Insurance, Financial Planners
Education
Northwestern University 1979 — 1983
Principia College 1982 — 1982
Transamerica Financial Advisors January 2006 - Present
Skills
Series 7, Wealth Management, Retirement Planning, Retirement, ETFs, Series 65, Investment Advisory..., Portfolio Management, Investments, Series 24, Series 63, Registered Investment..., 401k, FINRA, Mutual Funds, Financial Services, Investment Advisory, Financial Planning, Insurance, Series 8, Finance, Securities
Education
Point Loma Nazarene University
BA, Finance/Bus.Admin
Transamerica Financial Advisors January 2005 - Present
Vail Resorts November 2012 - April 2013
Charles Schwab March 1997 - January 2002
United States Air Force 1987 - 1991
Skills
Series 7, Retirement Planning, Series 63, FINRA, Mutual Funds, Investments, Investment Advisory, Retirement, Financial Services, Wealth Management, Series 24, Strategic Financial..., Asset Allocation, Securities, MBA
Education
University of Colorado Denver 2008 — 2010
MBA, Business Strategy
University of Colorado Denver 1992 — 1994
BA, Economics
World Financial Group, Inc. November 2013 - Present
Transamerica Financial Advisors August 2012 - Present
World Financial Group (WFG) August 2007 - Present
World Financial Group, Inc. August 2007 - October 2009
Education
Georgia State University - J. Mack Robinson College of Business
UHY LLP October 2011 - Present
TransAmerica Financial Advisors July 2009 - Present
World Group Securities (WGS) July 2009 - Present
World Financial Group (WFG) July 2009 - Present
Education
University of Denver - Daniels College of Business 1980 — 1996
BSBA, Finance
Douglas County HS 1978 — 1980
Roll Global February 2010 - Present
Ernst & Young LLP January 2008 - September 2011
Transamerica Financial Advisors May 2005 - August 2007
Ernst & Young LLP June 2006 - August 2006
USC Office of Annual May 2004 - May 2005
Education
University of Southern California 2007 — 2009
Masters of Business Taxation, Taxation
University of Southern California 2003 — 2007
Bachelor of Science, Accounting
Transamerica Financial Advisors February 2004 - Present
Transamerican Financial Advisors 2004 - Present
Transamerican Financial Advisors 2004 - Present
John Hancock Financial Services 1974 - 2004
Skills
401k, Retirement, Fixed Annuities, Life Insurance, IRAs, Mutual Funds, Series 63, Insurance, FINRA, Retirement Planning
Education
Butler University
Midland National Life Insurance Company May 2014 - Present
Transamerica Financial Advisors 1997 - Present
Chiron Corporation 1988 - 1999
Bayer Pharmaceuticals 1975 - 1988
Skills
Mortgage, Residential, Purchase, Refinance, Financial Planning, Insurance, Retirement Planning, Retirement, Term Life Insurance, Residential Homes, Strategic Financial..., Mortgage Lending, Disability Insurance, Mutual Funds, Investment Properties, Finance, IRAs, Financial Planners, Financial Services, Long-term Care, Wealth, Series 6, Financial Analysis, Portfolio Management, Management, Small Business, College Savings Plans, Investments, Roth IRA, Loans, SEP IRA, Variable Annuities, 529 Plans
Education
Stratford Career Institute 2011 — 2013
Natural Health Consultant, Natural Health
San Francisco State University 1971 — 1974
BA, Chemistsry and Biochemistry
MAC5 Mortgage Inc January 2015 - Present
Transamerica Financial Advisors October 2013 - Present
KC Mortgage LLC May 2011 - December 2014
GMAC February 2011 - April 2011
American Liberty Mortgage February 2010 - February 2011
Mortgage Tech Summit 2011 - 2011
Colorado Association Mortgage Brokers 2007 - December 2010
L&G Mortgagebanc October 2008 - January 2010
Horizonf Financial Services, Inc. September 2000 - October 2008
Skills
Mortgage Lending, First Time Home Buyers, Loans, Investment Properties, FHA, FHA financing, Refinance, Residential Mortgages, Certified Mortgage..., Real Estate, USDA, Loan Origination, Investments, Customer Service, REO, Credit, VA Loans, Real Estate Financing, Short Sales, Condos, Investors, Foreclosures, Certified Divorce..., Mortgage, Mortgage Industry, Conventional, VA, Purchase, Home, Residential, First Time Buyers, Problem Solving, Sales
Education
Colorado State University 1987 — 1991
BS
Colorado State University 1987 — 1991
Bachelor of Science (B.S.)
Rubbercraft 2015 - Present
Rubbercraft 2010 - 2015
Transamerica Financial Advisors 2006 - 2010
Skills
Accounting, Customer Service, Financial Statements
Education
California State University-Northridge
Finance
Transamerica Financial Advisors Commissions SpecialistTransamerica Financial Advisors1998 - 2009
Adventist Health April 1996 - September 1998
OSBORN, NELSON AND CARR PORTABLE X-RAY April 1993 - June 1995
Education
California State University-Bakersfield 1976 — 1978
RYAN'S MULTIPLE SUBJECTS CREDENTIAL, TEACHER EDUCATION
California State University-East Bay 1969 — 1975
BA, LIBERTAL STUDEIES
Quigley & Miron, Certified Public Accountants August 2009 - Present
Transamerica Financial Advisors May 2006 - August 2009
Skills
Series 7, Finance, Economics, Office Management, Accounting, Customer Service, Microsoft Office, Non-profits, QuickBooks, Net Exchange Pro
Education
UCLA
Bachelor of Arts (B.A.), Economics
Transamerica Finanacial Advisors 2004 - Present
Transamerica Financial Advisors 2004 - Present
Capital Resources and Insurance October 1996 - Present
Skills
Estate Planning
Education
California State University-Fullerton 2003 — 2006
B.A., Finance
Transamerica Financial Advisors August 2007 - Present
Transameric Financial Advsors August 2007 - Present
PaineWebber 2000 - 2001
Education
The Ohio State University 1987 — 1992
BSSW, Social Work
Transamerica Financial Advisors, Inc. May 2011 - August 2014
Transamerica Financial Advisors August 2008 - May 2011
Franklin Templeton Investments May 2007 - August 2007
Skills
Life Insurance, Fixed Annuities, Strategic Financial..., Investments, Retirement Planning, Financial Advisory
Education
University of Florida 2004 — 2008
Finance
University of Florida - Warrington College Of Business 2004 — 2008
Finance
Transamerica Financial Advisors November 2011 - Present
Premier Insurance - 2008-2009 December 2008 - December 2009
Brigham Young University April 2008 - July 2008
Frontier Equipment Rentals January 2005 - April 2006
Education
Brigham Young University - Idaho
Bachelor of Arts, English; Literature Studies emphasis
Transamerica Financial Advisors January 2012 - Present
Investment Advisors International 2010 - 2012
World Financial Group (WFG) May 2008 - 2010
Independent Contractor 2004 - 2009
PepsiCo - Tropicana 2001 - 2004
PepsiCo - Tropicana 1998 - 2001
PepsiCo - Tropicana September 1997 - 1998
PepsiCo - Tropicana 1994 - 1997
PepsiCo - Tropicana 1991 - 1994
PepsiCo - Tropicana January 1986 - 1991
Skills
Marketing, Customer Service, Management, Sales Management, Strategic Planning, Marketing Strategy, FMCG
Education
University of Phoenix 2007 — 2009
M.B.A., Business
Nova Southeastern University 1993 — 1995
B. S., Professional Management
Innovatix November 2013 - Present
Innovatix LLC January 2013 - November 2013
Transamerica Financial Advisors May 2011 - December 2012
Innovatix July 2009 - December 2012
Koala Refreshments LLC 2007 - 2009
Skills
Management, Data Analysis, Sales, Team Leadership, Customer Service, Analysis, Cognos, Microsoft Excel, Healthcare, PowerPoint, Public Speaking, Microsoft Office, Microsoft Word, Access, Outlook, Coaching, Account Management, Marketing, Project Management, CRM, Pricing, Hospitals, Team Building, New Business Development, Financial Analysis, Visio, Competitive Analysis, Organizational..., Leadership, Strategic Planning, Cross-functional Team..., Analytics, Process Improvement, Strategy, Business Analysis, Sales Management, Insurance, Pharmaceutical Industry
Education
Stevens Institute of Technology 2005 — 2009
BS, Business & Technology
TransAmerica Financial Advisors March 2015 - Present
Lakeside Wealth Management Group November 2012 - February 2015
Skills
Retirement, Retirement Planning, Life Insurance, Long-term Care, Estate Planning, Term Life Insurance, Business Planning, Disability Insurance, Series 6, 401k, Fixed Annuities, Mortgage Lending, Portfolio Management, Underwriting, Long Term Care Insurance, Sales, Insurance, Investments, Financial Analysis, Series 63, Property & Casualty..., Employee Benefits, Small Business, Risk Management, IRAs, Wealth Management, Strategic Financial..., Finance, Asset Management, Mutual Funds, Investment Advisory, Health Insurance, Credit, Financial Services, Business, General Insurance, Banking, Fixed Income, Loans, Asset Allocation, Financial Risk, Relationship Management, Financial Planners, Wealth, Brokerage, Commercial Insurance, Financial Advisory, Universal Life, Roth IRA, Wealth Accumulation
Education
Butler University - College of Business Administration 1986 — 1990
Finance
The Fite Agency January 2010 - Present
World Financial Group (WFG), Transamerica Financial Advisors 2001 - Present
Transamerica Financial Advisors October 2000 - Present
Skills
Retirement Planning, Fixed Annuities, Retirement, 401k, Insurance, Life Insurance, Disability Insurance, Process Improvement, IRAs, Wealth Management, Term Life Insurance, Financial Services, Universal Life, Long-term Care, Critical Illness
Education
Abilene Christian University 1967 — 1971
Bachelor of Science (B.S.), BUSINESS MANAGEMENT, 1972
JOHN F. KENNEDY HIGH SCHOOL 1963 — 1967
GRADUATE, COLLEGE PREP., 1967
Transamerica Financial Advisors January 2012 - Present
Superior Lending&Associates June 2010 - Present
WGS May 2000 - January 2012
Skills
Customer Service, IRAs, Retirement Planning, Real Estate, Investments, Life Insurance, Fixed Annuities, Microsoft Office, Reverse Mortgages, Retirement, Loans, 401k Rollovers, Strategic Financial..., Wealth Management, Mutual Funds, Mortgage Lending, Indexed Annuities, Term Life Insurance, Residential Mortgages, Variable Annuities, College Savings Plans, Roth IRA, Financial Advisory, Investment Advisory, Series 65, 529 Plans, SEP IRA, Variable Life, Influential Communicator, Leadership, Putting the Customer..., Public Speaking
Education
Brigham Young University 1990 — 1995
Bachelor of Science (BS), Civil & Environmental Engineering
Brigham Young University 1989 — 1994
B.S., Civil & Environmental Engineering
Transamerica Financial Advisors January 2009 - Present
FriendFinder Networks, Inc. August 1997 - December 1998
Skills
Financial Management, Office Management, Tax Preparation
Education
Clemson University 1993 — 1995
Master of Science, Computer Engineering
Fudan University 1985 — 1989
BS, Physics
TransAmerica Financial Advisors May 2012 - Present
Merrill Lynch/Morgan Stanley 1994 - 2012
Education
California State University-Fullerton 1980 — 1984
Bachelor of Arts (B.A.), Intl Business- Spanish