Transamerica Financial Advisors, Inc.

Industry: Company

Description

Founded: 1967 Parent organization: Aegon N.V.

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Transamerica Financial Advisors, Inc. Employees

Employee
Years
Job
Industry
Chris Koerber, CFP Chris Koerber, CFP Cookeville, Tennessee Details
Chris Koerber, CFP's Transamerica Financial Advisors, Inc. Experience August 2009 - Present
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   August 2009 - Present

Education
College for Financial Planning   1985 — 1987
Completed Studies

Kent State University   1974 — 1978
B.S.

Ellet High School   1971 — 1974
High School Degree

Robert Paxton Robert Paxton Greater Atlanta Area Details
Robert Paxton's Transamerica Financial Advisors, Inc. Experience May 2013 - Present
Job Training Director at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   May 2013 - Present
World Financial Group  August 2010 - May 2013
World Financial Group  August 2007 - August 2010
Self Employed  1994 - 2009
World Financial Group  March 1998 - July 2007
Mormon Arts Foundation   June 1995 - June 1998
Heritage Arts Foundation   May 1994 - September 1996

Skills
Marketing Strategy, Marketing Communications, Writing, Event Planning, Public Speaking, Financial Services, Insurance, Vendor Relations, Project Coordination, Corporate Website..., Corporate Training

Education
University of Nevada-Las Vegas   1991 — 1994
MFA, Theatre, Playwriting

Brigham Young University   1984 — 1991
BA, MA, English, Theatre

Katherine Ni Katherine Ni Greater Los Angeles Area Details
Katherine Ni's Transamerica Financial Advisors, Inc. Experience May 2008 - August 2012
Job Recent Graduate of University of California, Santa Barbara
Industry Entertainment
Experience
Co  August 2015 - Present
Aqualillies  December 2011 - Present
UCSB AS Program Board  May 2014 - May 2015
Oniracom  July 2014 - December 2014
VERAMEAT  June 2013 - August 2013
Pollock Theater   April 2013 - June 2013
UCSB AS Program Board  January 2013 - June 2013
Silvergreens   October 2012 - June 2013
Transamerica Financial Advisors, Inc.   May 2008 - August 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Event Planning, Advertising, Social Media, Social Networking, Facebook, Community Outreach, Social Media Marketing, Fundraising, Marketing, Editing, Research, Marketing Communications, Event Management, Public Speaking, Public Relations, OS X, Pinterest, Tumblr, Blogging, Creative Writing, Market Research, Final Cut Pro, WordPress, Photoshop, Entertainment, Press Releases

Education
University of California, Santa Barbara   2011 — 2015
Bachelor of Arts (B.A.), Film and Media Studies and Technology Management

Academy of Performing Arts in Prague   2013 — 2013
Film and TV School

Richard Eddy Richard Eddy Greater Los Angeles Area Details
Richard Eddy's Transamerica Financial Advisors, Inc. Experience 2007 - 2010
Job Financial Planner & Investment Advisor | Founder of Cona Financial Group and creator of ToSSMAX(TM) | Entrepreneur
Industry Financial Services
Experience
Cona Financial Group   2010 - Present
Transamerica Financial Advisors, Inc.   2007 - 2010
Richard Eddy Financial Services   2005 - 2007
Involute Manufacturing Corp.   1992 - 2005
Scientific Vision Systems   1990 - 1992

Skills
Strategic Financial..., Personal Financial..., Retirement Planning, Portfolio Management, Investments, Personal Finance, Financial Advisory, Wealth Management, Life Insurance, Annuities, Investment Advisory..., Indexed Universal Life, Retirement Income..., Social Security, Comprehensive Financial..., Indexed Annuities, Asset Allocation, Registered Investment..., Entrepreneurship, Small Business, IRAs, 401k, 401k Rollovers, Wealth Accumulation..., Fixed Annuities, Financial Services, Wealth Accumulation, College Savings Plans, Holistic Financial..., Financial Planners, Independent Financial..., Real Estate Investment..., Guaranteed Lifetime..., Tax Free Income, Personal Tax Planning, Estate Tax Planning

Education
The American College
ChFC

Azusa Pacific University   2001 — 2003
B.A.

Fullerton College

An (Andrew) Feng An (Andrew) Feng Northridge, California Details
An (Andrew) Feng's Transamerica Financial Advisors, Inc. Experience February 2012 - May 2012
Job Management Consulting Intern at Accenture
Industry Investment Banking
Experience
Accenture  August 2013 - January 2014
Merrill Lynch Wealth Management  September 2012 - December 2012
Chinese Student Association - CSUN   May 2011 - August 2012
Transamerica Financial Advisors, Inc.   February 2012 - May 2012
Arbor Grill Restaurant   November 2011 - May 2012
GuoYuan Securities Co., Ltd.   July 2011 - August 2011
Volunteer of Income Tax Assistant Program   December 2010 - April 2011

Skills
Microsoft Excel, Microsoft Office, Research, PowerPoint, DCF Model, Accretion/Dilution Model, Trading Comps Model, LBO Model, Leadership, Determination, Analytical Skills, Teamwork, Work Ethic, Presentations, High level of initiative, Highly responsible, Independence, Critical Thinking, Efficiency, Positive Personality, Passionate about work, Wealth Management..., Peachtree, Windows 7, Taxwise, Financial Analysis

Education
California State University-Northridge   2008 — 2013
Bachelor of Science (BS), Professional Accountancy and Finance, 3.33

Carl Cook, CAS Carl Cook, CAS San Francisco Bay Area Details
Carl Cook, CAS's Transamerica Financial Advisors, Inc. Experience January 2012 - Present
Job Regional Manager
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   January 2012 - Present

Education
Brigham Young University

Dixie State University

Southern Utah University

Wendy Zhang Wendy Zhang Greater New York City Area Details
Wendy Zhang's Transamerica Financial Advisors, Inc. Experience March 2013 - Present
Job Senior Maketing Director at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   March 2013 - Present
Bristol-Myers Squibb  January 2010 - February 2013
Baxter Healthcare  2006 - 2009
Johnson & Johnson  2001 - 2006
Bristol-Myers Squibb  1997 - 2001

Skills
Global Marketing, Marketing Research, Marketing Strategy, Market Analysis, Pharmaceutical Industry, Product Launch, Market Research, Product Marketing, International Marketing, Market Planning, Marketing Management, Business Analytics, Cross-functional Team..., New Business Development, Product Management, Strategic Planning, Segmentation, Brand Development, Marketing Communications, Promotions, Financial Services, Strategic Financial...

Education
Boston University Questrom School of Business   1995 — 1997
MBA, Marketing

Harvard Medical School   1992 — 1994
Master, Medical Sciences

University of Science and Technology of China   1987 — 1992
Bachelor of Sciences, Molecular Biology

Keith Crockett Keith Crockett Burley, Idaho Details
Keith Crockett's Transamerica Financial Advisors, Inc. Experience January 2012 - Present
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc./Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   January 2012 - Present

Skills
Management, Strategic Financial..., Retirement, Series 6, Marketing, Fixed Annuities, Retirement Planning, Insurance, Strategic Planning, Wealth Management, IRAs, Investments, Marketing Strategy, Mutual Funds, Business Strategy

Education
Brigham Young University   1991 — 1995
Bachelor's degree, Civil Engineering

Vickie Chiang Vickie Chiang Cortlandt Manor, New York Details
Vickie Chiang's Transamerica Financial Advisors, Inc. Experience October 2009 - Present
Job Senior Marketing Director at World Financial Group (WFG)
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   October 2009 - Present
World Financial Group (WFG)   October 2009 - Present

Skills
Personal Financial..., Education Funding, Retirement Planning, Securities, Licensed Life Insurance..., Leadership Development, FINRA, Series 6, Series 63, Fixed Annuities, Variable Annuities

Education
California State University-Long Beach   2001 — 2003
Master of Business Administration (M.B.A.), Marketing

National Tsing Hua University   1995 — 1999
Bachelor's degree, Economics

Carol Tafoya Pimentel Carol Tafoya Pimentel Stockton, California Details
Carol Tafoya Pimentel's Transamerica Financial Advisors, Inc. Experience September 2007 - Present
Job Registered Representative at Transamerica Financial Advisors, Inc. Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   September 2007 - Present
California Department of Corrections and Rehabilitation  April 2001 - Present
Office Depot Cross Dock #3069   September 1995 - March 2001

Skills
IRAs, Life Insurance, Retirement Planning, Fixed Annuaties, Retirement, Insurance, Strategic Financial..., Series 6, Series 63, 401k, Wealth, Investments, Long-term Care, Customer Service, Mutual Funds, Term Life Insurance, Leadership, Disability Insurance, Team Building, Wealth Management, Coaching, Strategic Planning

Education
National University   2000 — 2007
Master's degree, Special Education and Teaching

California State University-Sacramento   1998 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Heald College-Stockton   1984 — 1986
Computer/Information Technology Administration and Management

Humphreys College   1979 — 1981
Accounting and Business/Management

Ashlee Ortega Ashlee Ortega Largo, Florida Details
Ashlee Ortega's Transamerica Financial Advisors, Inc. Experience July 2013 - Present
Job Escalation Specialist at Transamerica
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   July 2013 - Present
Transamerica  July 2013 - Present
Starbucks  March 2009 - July 2013

Skills
Leadership, Customer Service, Call Centers, Insurance, Sales, Process Improvement, Marketing, Team Building, Customer Retention, Microsoft Excel, Social Media, Escalation Resolution, Management, Time Management, Term Life Insurance, Life Insurance, Team Leadership, Social Networking

Education
Academy of Art University   2008 — 2017
Bachelor's Degree, Visual Development, Junior

Mousa Khoury Mousa Khoury San Bruno, California Details
Mousa Khoury's Transamerica Financial Advisors, Inc. Experience March 2014 - November 2014
Job Student at College of San Mateo
Industry
Experience
Transamerica Financial Advisors, Inc.   March 2014 - November 2014

Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership

Education
College of San Mateo   2012 — 2015
International Business

Skyline College   2012 — 2014

Alina Lee Alina Lee Redondo Beach, California Details
Alina Lee's Transamerica Financial Advisors, Inc. Experience October 2011 - November 2012
Job Regional Manager at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. / Transamerica Financial Group   September 2014 - Present
National Planning Corporation (NPC)   November 2012 - September 2014
Transamerica Financial Advisors, Inc.   October 2011 - November 2012
Transamerica Financial Advisors, Inc.   April 2006 - November 2011

Skills
Financial Services, Trading, Non-profits, Public Speaking, Fundraising, Event Planning, Strategic Planning, Microsoft Office, PowerPoint, Microsoft Excel, Research, Community Outreach, Leadership Development, Project Management, Investments, Banking, Nonprofits, Microsoft Word, Customer Service, Mutual Funds, Team Building, Budgets, Securities, Retirement, Investment Advisory, Financial Advisory, FINRA, Recruiting, Retirement Planning, Series 7, Broker-Dealer, Series 24, Series 63, IRAs, Asset Allocation, Wealth Management, Strategic Financial..., Investment Management, Financial Analysis, Financial Planners, Personal Financial..., Financial Planning

Education
University of California, Los Angeles   2002 — 2006
BA, Economics, Psychology

Beijing Normal University   2005 — 2005
Chinese Language and Literature

Sunny Hills High School   1998 — 2002
International Baccalaureate

Alan Bender Alan Bender Orange County, California Area Details
Alan Bender's Transamerica Financial Advisors, Inc. Experience July 2004 - April 2007
Job Wealth Management Director at Precision Wealth Parkland Securities/Sigma Planning Corporation
Industry Financial Services
Experience
Precision Wealth  July 2004 - Present
Transamerica Financial Advisors, Inc.   July 2004 - April 2007
Royal Alliance Associates INC  January 2003 - June 2004

Skills
Retirement Planning, Tactical Planning, Strategic Planning, Wealth Management, Wealth Preservation..., 401k, Investment Advisory, Financial Advisory, Insurance, Life Insurance, Asset Allocation, IRAs, Series 7, Series 65, Wealth Accumulation, Variable Annuities, Fixed Annuities, Bonds, Stock Exchange, Stocks

Education
California State University-Fullerton   1998 — 2002
Bachelor of Business Administration (BBA)

Servite High School   1994 — 1998

Jeany Ching-Hui Lin Jeany Ching-Hui Lin San Francisco Bay Area Details
Jeany Ching-Hui Lin's Transamerica Financial Advisors, Inc. Experience February 2011 - Present
Job Financial & Business Entrepreneur
Industry Higher Education
Experience
Transamerica Financial Advisors, Inc.   February 2011 - Present
Socle Technology Corp.   October 2005 - September 2007
Philips-BenQ Digital Storage, BenQ Corporation   November 2004 - September 2005
Taiwan Semiconductor Manufacturing Company  July 2002 - October 2004

Skills
Strategic Financial..., Retirement Plan..., Retirement Planning, Estate Planning, Insurance, College Education..., New Business Development

Education
Carnegie Mellon University   2009 — 2010
Master, Software Engineering

National Chiao Tung University   2000 — 2002
Master, Information Management

National Chengchi University   1996 — 2000
Bachelor, Management Information Systems

Andy Weng Andy Weng Greater Seattle Area Details
Andy Weng's Transamerica Financial Advisors, Inc. Experience 1997 - Present
Job
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   1997 - Present

Education
Brigham Young University   1994 — 1997
Bachelor of Science (B.S.), Chemical Engineering & Mathematics

Brigham Young University   1991 — 1997
Degrees in Chemical Engineering & Mathematics

Douglas Dunrud Douglas Dunrud Sacramento, California Details
Douglas Dunrud's Transamerica Financial Advisors, Inc. Experience October 2014 - Present
Job Transamerica Financial Advisors
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   October 2014 - Present
World Financial Group (WFG)   November 2013 - Present
World Financial Group  May 2013 - Present
Caltrans  August 1988 - Present

Skills
Retirement Planning

Education
Colorado State University   1981 — 1986
Civil Engineering/Applied Mathematics

Jay Alan Whiting Jay Alan Whiting San Francisco Bay Area Details
Jay Alan Whiting's Transamerica Financial Advisors, Inc. Experience May 2014 - August 2015
Job Executive Coach at Forward Aspiration
Industry Professional Training & Coaching
Experience
Forward Aspiration   August 2010 - Present
Appreciation Financial  August 2015 - Present
Mitchell Leadership Consulting   July 2013 - Present
Forward Aspiration   August 2010 - Present
Transitions Team   August 2014 - August 2015
Transamerica Financial Advisors, Inc.   May 2014 - August 2015
The Alliance for Employee Growth & Development   March 2010 - August 2012
ProMatch  June 2011 - April 2012
AT&T  January 1998 - August 2010
AT&T  January 1996 - January 1998

Skills
Public Speaking, Program Management, Vendor Management, Executive Coaching, Conflict Resolution, Appreciative Inquiry, Leadership Development, Organizational..., Employee Engagement, Workshop Facilitation, Team Building, Change Management, Technology Needs..., Coaching, Cross-functional Team..., Career Transitioning, Training, Certified Social +..., Management, Process Improvement, Leadership, Personal Development, Emotional Intelligence, Career Counseling, Employee Training, Management Consulting, Team Leadership, Interviews, Performance Management, Strategy, Integration, Staff Development, Organizational..., Entrepreneurship, Networking, Career Development, Small Business, Telecommunications, 360 Feedback, Sales Operations, Instructional Design, Facilitators, Resume Writing, Talent Management, Time Management, Training Delivery, Culture Change, Employee Benefits, MBTI, Executive Development

Education
Institute for Social + Emotional Intellegence   2012 — 2012
Certificate, Organizational Leadership

The College of Executive Coaching   2010 — 2012
Post-Graduate Certificate, Executive Coaching

AT&T School of Business   1988 — 2010
Telecommunications, Leadership and Organizational Skills

University of San Francisco   2002 — 2005
Master of Human Relations and Organizational Development, Human Resources and Organizational Development

Brigham Young University   1971 — 1977
Bachelor of Arts, Art and Design

Jeremiah McBride Jeremiah McBride Phoenix, Arizona Area Details
Jeremiah McBride's Transamerica Financial Advisors, Inc. Experience January 2011 - October 2014
Job Solution Specialist at Pacific Office Automation
Industry Information Technology and Services
Experience
Pacific Office Automation  October 2014 - Present
Transamerica Financial Advisors, Inc.   January 2011 - October 2014
Sodexo  September 1997 - October 2014
Civil Air Patrol  2011 - 2012
Affirmative Technology Group   March 2008 - June 2011
PSI Seminars  June 2008 - September 2008
Robrad Tool and Engineering   2006 - 2008
Boys & Girls Clubs of America  1996 - 1997

Skills
Small Business, Insurance, Investments, Team Building, Securities, Strategic Planning, Budgets, 401k, Coaching, Public Speaking, Customer Service, Leadership, Retirement Planning, Finance, Leadership Development, Training, Entrepreneurship, Management, Strategic Financial..., Marketing, Risk Management, Business Planning, Sales, Fixed Annuities, Time Management, Recruiting, Budget, Process Improvement, Financial Analysis, New Business Development, Financial Planning, Office 365, Windows 8.1, Windows 7, Hyper-V, Windows Server, VMware, CRM Databases, ArcGIS, Ticketing, Google Earth

Education
Arizona State University   2008 — 2010
Geography, Golbal Information Systems

AJS

Ben M. Reynoso Ben M. Reynoso Visalia, California Details
Ben M. Reynoso's Transamerica Financial Advisors, Inc. Experience September 2002 - April 2012
Job Financial Advisor | FCG Wealth Management | FlexibleFolio.com
Industry Financial Services
Experience
FCG Wealth Management   April 2012 - Present
Liberty Partners Financial Services, LLC  April 2012 - Present
Transamerica Financial Advisors, Inc.   September 2002 - April 2012
A.G. Edwards & Sons, Inc.   September 1999 - September 2002
San Diego Padres  June 1996 - September 1998

Education
California State University-Fresno   1993 — 1996

Stephanie Siewert Stephanie Siewert Camarillo, California Details
Stephanie Siewert's Transamerica Financial Advisors, Inc. Experience January 2012 - May 2012
Job Social Media Strategist at Marketing Maven Public Relations
Industry Public Relations and Communications
Experience
Marketing Maven Public Relations  February 2013 - Present
Phunware, Inc.   May 2012 - August 2012
Transamerica Financial Advisors, Inc.   January 2012 - May 2012

Skills
Social Media Marketing, Social Media Measurement, Sales, Customer Service, Customer Satisfaction, Customer Retention, Creative Writing, SEO, Marketing, Facebook, Brand Awareness, Social Media, Management, YouTube, Entrepreneurship

Education
California Lutheran University   2010 — 2013
Bachelor's degree, Marketing Communication

Royal High School

Josh Weygandt Josh Weygandt Apple Valley, California Details
Josh Weygandt's Transamerica Financial Advisors, Inc. Experience October 2013 - May 2014
Job Financial Advisor at VALIC
Industry Insurance
Experience
VALIC  May 2014 - Present
Transamerica Financial Advisors, Inc.   October 2013 - May 2014
Mojave Air   November 2011 - June 2013
American United Life  August 2006 - August 2012
BCS Mechanical   May 2011 - November 2011
Trinity Lutheran Church  June 2006 - June 2011
Digital Workshop   September 2003 - June 2006

Skills
Strategic Financial..., Retirement Planning, Investment Advisory, Life Insurance, Licensed Life & Health..., Investments, Series 6, Series 63, Series 65, Securities, Sales, Marketing, Social Media Marketing, Insurance, New Business Development, Customer Service, Social Media, Management, Retirement, Editing, Marketing Strategy, Digital Marketing, Financial Planning

Education
UC Santa Barbara   1998 — 2000
Bachelor of Arts (B.A.), Film/Cinema/Video Studies

Cerro Coso Community College   1996 — 1998
Associate of Arts (AA), General Studies

Kan Xu Kan Xu Greater New York City Area Details
Kan Xu's Transamerica Financial Advisors, Inc. Experience December 2011 - January 2012
Job Student at St. John's University
Industry Insurance
Experience
Donghai Securities  February 2014 - Present
Transamerica Financial Advisors, Inc.   December 2011 - January 2012
Donghai Securities Co.Ltd., Jiangsu, China   September 2010 - June 2011
Bank of Communications, Changzhou Branch Office   August 2008 - April 2009

Skills
SPSS, Microsoft Excel, @Risk

Education
St. John's University-Peter J. Tobin College of Business   2011 — 2013
Master of Science (MS), Risk Management, 3.51/4.0

Jiangsu University   2007 — 2011
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering

Todd DePinto Todd DePinto Greensboro/Winston-Salem, North Carolina Area Details
Todd DePinto's Transamerica Financial Advisors, Inc. Experience February 1996 - January 2004
Job Financial Executive at Pilot Financial
Industry Financial Services
Experience
Pilot Financial  January 2008 - Present
NettWorth Financial Group  January 2004 - January 2008
Transamerica Financial Advisors, Inc.   February 1996 - January 2004
CUNA Mutual Group  December 1991 - February 1996
Prudential Financial  December 1986 - December 1991

Skills
Retirement Planning, Retirement, 401k, Estate Planning, IRAs, Financial Services, Asset Allocation, Finance, Investments, Life Insurance, Long-term Care, Securities, 401k Rollovers, Series 6, Disability Insurance, Investment Strategies, Strategic Financial..., Employee Benefits, Wealth Management, Fixed Annuities, Uniform Combined State..., Wealth Accumulation, Insurance, Asset Management, Alternative Investments, Pensions, Series 63, Mutual Funds, Series 7, Wealth, Variable Annuities, Roth IRA, Portfolio Management, Long Term Care Insurance, IRA's, Long Term Care, Financial Planning, Leadership

Education
Bradley University   1982 — 1986
Public Relations/Journalism, Public Relations and Marketing emphasis

Limestone High School

Corbin Skinner Corbin Skinner Greater Salt Lake City Area Details
Corbin Skinner's Transamerica Financial Advisors, Inc. Experience July 2015 - Present
Job Financial Professional at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   July 2015 - Present
The Health Insurance Specialists   May 2014 - March 2015
doTERRA Essential Oil  October 2013 - April 2014
Gibson Capital Management   September 2013 - January 2014
Real Salt Lake  April 2013 - September 2013
C&D Marketing   April 2013 - July 2013
Vivint  November 2011 - December 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Media, Teamwork, Public Speaking, Sales, Spanish, Marketing, Customer Satisfaction, Social Networking

Education
Brigham Young University - Marriott School of Management   2008 — 2014
Bachelor’s Degree

Teresa Tianwen Zhang Teresa Tianwen Zhang Greater Los Angeles Area Details
Teresa Tianwen Zhang's Transamerica Financial Advisors, Inc. Experience August 2012 - Present
Job Attended California State UniversityNorthridge
Industry Accounting
Experience
Transamerica Financial Advisors, Inc.   August 2012 - Present
DBS Bank  May 2012 - August 2012
Volunteer Income Tax Assistance (VITA)   January 2011 - April 2011
Pudong Chamber of Commerce   June 2010 - August 2010

Skills
Income Tax, Tax, Mandarin, Analysis, Accounting, QuickBooks

Education
California State University-Northridge   2008 — 2012
Bachelor of Science (B.S.), Accounting

Alejandra Escobedo Alejandra Escobedo Greater Los Angeles Area Details
Alejandra Escobedo's Transamerica Financial Advisors, Inc. Experience January 2013 - Present
Job Financial Professional
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   January 2013 - Present
Urban Kings Inc Record Lable   December 2010 - April 2012
Old English Brand   December 2010 - April 2012
Jeanne Berry CPA Services   July 2009 - August 2009

Skills
Bilingual, Investments, Insurance Broker, Annuities, IRAs, Roth IRA, Debt Settlement, 401k Rollovers, 401k, Web Design, Office Management, Web Development, Social Media Marketing, Website Development, Dreamweaver, Photoshop, Wordpress, Organizational..., General Office Skills, Public Relations, Publishing, Travel, Customer Satisfaction, Contract Negotiation, General Assignment..., WordPress, Fixed Annuities

Education
California State Polytechnic University-Pomona   2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Real Estate and Law with a Minor in General Management

Pierce College   2007 — 2008

Jason Armbrust Jason Armbrust Orlando, Florida Details
Jason Armbrust's Transamerica Financial Advisors, Inc. Experience August 2010 - Present
Job CFP®
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   August 2010 - Present

Skills
Financial Advisory, Retirement Planning, Wealth Management, IRAs, Finance, FINRA, Securities, Financial Planners, Wealth Accumulation, Life Insurance, 401k Rollovers, Strategic Financial..., Investment Advisory..., Long Term Care Insurance, Wealth Preservation..., Investments, Family Planning, Social Security, Mutual Funds, Wealth Management..., Roth IRA

Education
Ball State University   2007 — 2010
Bachelor of Science (BS), Finance, General

Bishop Chatard High School   2002 — 2006

Raphiel Bacar Raphiel Bacar Greater Los Angeles Area Details
Raphiel Bacar's Transamerica Financial Advisors, Inc. Experience January 2015 - May 2015
Job Marketing and Sales Support at Caravan Sports Inc.
Industry Marketing and Advertising
Experience
Caravan Canopy International, Inc.   August 2015 - Present
Transamerica Financial Advisors, Inc.   January 2015 - May 2015
Westcord Commercial Real Estate   June 2014 - September 2014
FB Consumers & Research Services   June 2013 - September 2013

Skills
Social Media, Time Management, Marketing Strategy, Facebook, Strategic Planning, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Networking, Teamwork, Photoshop, Mac OS, PC, Online Research, Online Marketing, Marketing Research, English, Tagalog, Market Analysis, Quantitative Research, Qualitative Research, iWork, Direct Marketing, Twitter, Instagram, SWOT analysis, Networking, Organization Skills, Event Planning, Advertising, Windows, Consumer Behaviour

Education
California Lutheran University   2011 — 2015
Bachelor of Science (BS), Business Administration - Marketing, Overall GPA: 3.436 & Major GPA: 3.622

Rio Hondo Preparatory School   2007 — 2011
Grades 9-12

Nate Montgomery Nate Montgomery Lehi, Utah Details
Nate Montgomery's Transamerica Financial Advisors, Inc. Experience May 2012 - August 2012
Job Data Analyst at UPS
Industry Computer Software
Experience
UPS  December 2014 - Present
Cegment, Inc.   November 2013 - December 2014
Zagg, Inc.   May 2013 - September 2013
RestaurantMachine.com   August 2012 - August 2013
Wells Fargo  April 2011 - May 2013
Transamerica Financial Advisors, Inc.   May 2012 - August 2012
UnitedHealth Group  August 2011 - December 2011

Skills
Data Analysis, Research, Social Media, Entrepreneurship, Spanish, Microsoft Office, Public Speaking, Griffin Hill Integrity..., Entrepreneurial Strategy, Process Improvement, Brand Management, SPIN Selling, Microsoft Word, Apple SDK, Management, Market Research, Training, Strategic Planning, Sales Management, Investments, Portfolio Management, Sales, Leadership, Finance, Start-ups, Product Development, Retail, Marketing

Education
Brigham Young University   2007 — 2012
Bachelor's of Science, Management Entrepreneurship

Alexander High School   2002 — 2006

Gretchen Ricker Gretchen Ricker San Luis Obispo, California Area Details
Gretchen Ricker's Transamerica Financial Advisors, Inc. Experience October 2012 - Present
Job Financial Services Entrepreneur | Author | Speaker | Success Coach | Visionary
Industry Investment Management
Experience
Transamerica Financial Advisors, Inc.   October 2012 - Present
Century 21 Hometown Realty  July 2012 - Present
Self-employed  October 2002 - Present
Full Sail Books   January 2002 - Present
Worship Ministry Devotions   2012 - 2012
Greg Malik Real Estate Group   July 2003 - 2008
Gretchen Potter, Photographer   1995 - 2005
Academe Real Estate   1999 - 2003
Gretchen Potter Photography   1988 - 2000
Gretchen Potter Photography   1988 - 2000

Skills
Personal Finance, Financial Advisory, Public Speaking, Social Media, Social Networking, Wealth Management, Published Author, Books, Ebooks, Business Coaching, Publishing, Buyer Representation, Writing, Non-fiction, Copywriting, Social Media Marketing, Blogging, Entrepreneurship, Creative Writing, Real Estate, eBook Formatting, Listings, Newsletters, Training, Copy Editing, Referrals, Leadership, Management, REO, Condos, Relocation, Fixed Anuities, Long-term Care, Strategic Financial..., Wealth, Insurance

Education
Cal Poly San Luis Obispo   1973 — 1977
Marine Biology and Biological Oceanography

Palos Verdes High School   1969 — 1973

Jeff Junior Jeff Junior Scottsdale, Arizona Details
Jeff Junior's Transamerica Financial Advisors, Inc. Experience April 2004 - April 2010
Job President at Trajan Wealth LLC
Industry Financial Services
Experience
Trajan Wealth LLC   September 2002 - Present
Valley Financial Corp   March 2010 - Present
Transamerica Financial Advisors, Inc.   April 2004 - April 2010
National Planning Corporation (NPC)   December 2002 - April 2004

Skills
Insurance, Fixed Annuities, Investments, Retirement, Retirement Planning, Employee Benefits, 401k, 401k Rollovers, Money Management, Income Planning, Fixed Income Portfolio..., Fixed Income Strategies, Variable Annuities, Indexed Annuities, Annuity Sales, Equity Indexed Annuities, Mutual Funds, Financial Advisory, Strategic Financial..., Wealth, Investment Advisory, Series 7, Finance, Life Insurance, Securities, Financial Goals, Disability Insurance, Financial Services, Portfolio Management, Health Insurance, IRAs, Financial Planners, Term Life Insurance, Long-term Care, Estate Planning, Series 63, Financial Planning, Long Term Care Insurance

Education
Campbell University   1993 — 1997
Business

Ben Strellner Ben Strellner Phoenix, Arizona Area Details
Ben Strellner's Transamerica Financial Advisors, Inc. Experience 2012 - August 2012
Job Account Manager at C.H. Robinson
Industry Transportation/Trucking/Railroad
Experience
C.H. Robinson   October 2013 - Present
Transamerica Financial Advisors, Inc.   2012 - August 2012
Strellner Agency   April 2011 - June 2012

Education
Coe College   2010 — 2013
Communications Studies

Wendi Miles-Boykin, MBA Wendi Miles-Boykin, MBA Greater Denver Area Details
Wendi Miles-Boykin, MBA's Transamerica Financial Advisors, Inc. Experience 2014 - 2015
Job Marketing Consulting | Branding | Planning & Integration | Team Building | Coaching | Meeting Facilitation
Industry Marketing and Advertising
Experience
Transamerica Financial Advisors, Inc.   2014 - 2015
Transamerica Financial Advisors, Inc.   2014 - 2015
Consultant/ Independent Contractor   April 2013 - December 2014
Western Union  January 2009 - December 2012
Western Union  January 2006 - January 2009
Western Union  January 2004 - January 2006
Western Union  January 2001 - January 2004
Western Union  January 1998 - December 2001
Western Union  January 1997 - January 1998
Western Union  June 1991 - January 1997

Skills
Integrated Marketing, Marketing Strategy, Brand Development, Brand Management, Cross-functional Team..., Marketing Management, Brand Awareness, Product Marketing, Competitive Analysis, Segmentation, Strategic Partnerships, Marketing Communications, Strategic Planning, B2B Marketing, Multi-channel Marketing, Account Management, Product Management, Vendor Management, Direct Marketing, P&L Management, Retail Marketing, Digital Marketing, Customer Acquisition, Market Analysis, Email Marketing, Customer Insight, Strategic Leadership, Shopper Marketing, Account Marketing, Positioning, B2B

Education
Columbia University - Columbia Business School   1985 — 1987
MBA

Dartmouth College   1977 — 1981
B.A.

Eric Jenson Eric Jenson Greater Denver Area Details
Eric Jenson's Transamerica Financial Advisors, Inc. Experience 2012 - Present
Job Investment Advisor Representative with Transamerica Financial Advisors, Inc. Transamerica Financial Group Division (TFG)
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   2012 - Present

Skills
401k, IRAs, Financial Advisory, Investments, Securities, Wealth, Personal Financial..., Portfolio Management, College Savings Plans, 529 Plans, Fixed Annuities, 401k Rollovers, Investment Advisory..., Insurance, FINRA, Finance, Variable Annuities, Roth IRA, Series 65, Wealth Management, Series 6, Mutual Funds, Qualified Retirement..., Pension Funds, Investment Advisory, Retirement Plan..., Financial Analysis, Life Insurance, Retirement Savings, Wealth Accumulation

Education
Brigham Young University   1986 — 1995
MBA

Langley High School   1983 — 1985

Milad Fazlali Milad Fazlali Greater Los Angeles Area Details
Milad Fazlali's Transamerica Financial Advisors, Inc. Experience March 2007 - Present
Job Registered Representative at Transamerica Financial Advisors, Inc. Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   March 2007 - Present

Skills
Investments, Finance, Securities, Mutual Funds, Entrepreneurship, FINRA, Life Insurance, Fixed Annuities, Retirement, Asset Managment, Insurance, Small Business, Term Life Insurance, Investment Strategies, Sales, Personal Development, Business Planning, Financial Analysis, Asset Management, Variable Annuities, Indexed Annuities, Financial Modeling, Personal Finance, Visionary

Education
California State University-Northridge   2007 — 2010
Bachelor of Science (BS), Business Management

Anderson W. Clark Magnet High   2000 — 2004
Diploma, Science and Technology

Mehrnaz (Mernie) Mendoza Mehrnaz (Mernie) Mendoza Greater Los Angeles Area Details
Mehrnaz (Mernie) Mendoza's Transamerica Financial Advisors, Inc. Experience January 2012 - Present
Job Financial Professional
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   January 2012 - Present
World Financial Group (WFG)   February 2001 - Present
Investment Advisors International  November 2009 - January 2012
World Group Securities  April 2002 - January 2012
Self employed  May 2002 - August 2008

Education
California State University-Northridge   2008 — 2010
Bachelor of Arts (B.A.), Economics

Reseda High School   1997 — 2001

AL Laurin AL Laurin Las Vegas, Nevada Details
AL Laurin's Transamerica Financial Advisors, Inc. Experience May 2014 - Present
Job Driver at Uber
Industry Financial Services
Experience
Uber  October 2014 - Present
Transamerica Financial Advisors, Inc.   May 2014 - Present

Skills
Troubleshooting, Microsoft Office, Windows, Process Improvement, Training, Call Center, Program Management, Team Leadership, Customer Service, Project Management, Operations Management, Customer Satisfaction, Airlines, Telecommunications, Project Planning, Team Management, Leadership, Aviation, Research, Microsoft Excel, Social Media, Vendor Management, Management

Education
Advance Computing Institute of Technology   2008 — 2010
Associate's degree, Computer Systems Networking and Telecommunications

Philippine State College of Aeronautics, Villamor Air Base, Pasay City   1997 — 2001
Bachelor's degree, Aeronautics/Aviation/Aerospace Science and Technology, General

Don Bosco College Seminary   1996 — 1997
Bachelor's degree, Computer Technology/Computer Systems Technology

Don Bosco Missionary Seminary   1995 — 1996

Don Bosco Juniorate Minor Seminary   1993 — 1995

Immaculate Heart of Mary College   1985 — 1993

Jeimmy Rivas Jeimmy Rivas Simi Valley, California Details
Jeimmy Rivas's Transamerica Financial Advisors, Inc. Experience January 2012 - Present
Job Financial Advisor at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   January 2012 - Present
United States Air Force  April 2005 - April 2011

Skills
Military, Risk Management, Strategic Financial..., Retirement Planning, Analysis, Finance, Financial Analysis, Investments, Insurance

Education
Ashford University   2011 — 2012
Bachelor of Business Administration (BBA)

Dan Caneva Dan Caneva Greater Los Angeles Area Details
Dan Caneva's Transamerica Financial Advisors, Inc. Experience March 2000 - March 2003
Job Vice President & Risk Manager, Union Banc Investment Services, LLC
Industry Financial Services
Experience
Union Bank Investment Services, LLC   August 2008 - Present
Citi Smith Barney (Formerly Citicorp Investment Services)   March 2003 - August 2008
Citicorp Investment Services  2003 - 2008
Smith Barney  2003 - 2008
Transamerica Financial Advisors, Inc.   March 2000 - March 2003
The Prudential Insurance Company of America  1999 - March 2000
GlenFed Brokerage Services (Subsidiary of Glendale Federal Bank (CA))   1989 - 1999
Diversified Securities, Inc.   1987 - 1989
Financial Industry Regulatory Authority  1984 - 1987

Education
California State University-Northridge
Bachelor of Science, Finance

Mark Bardwell Mark Bardwell Greater Los Angeles Area Details
Mark Bardwell's Transamerica Financial Advisors, Inc. Experience April 2012 - September 2013
Job Verizon Communication
Industry Telecommunications
Experience
Verizon Communications  October 2014 - Present
Jiffy Lube  October 2013 - October 2014
Transamerica Financial Advisors, Inc.   April 2012 - September 2013
Verizon Communications  October 1998 - May 2011
Verizon Communications  July 2002 - June 2009
Roc-Aire Corp   January 1996 - October 1998

Skills
Telecommunications, T1, VoIP, Managed Services, DSL, Telephony, 5ESS, Outside Plant, Unified Communications, Testing, Technical Support, Software Installation, Management, Networking, Call Centers, Troubleshooting, Switches, Cabling, LAN-WAN, Computer Network..., Software Documentation, WAN, System Deployment, Data Center, Security, VPN, Network Design, Network Engineering, Routers, TCP/IP, Leadership, Team Building, Customer Service, Public Speaking

Education
Biola University   1979 — 1981
Bible/Biblical Studies

Fullerton College   1976 — 1979
General Studies

Gary Dennis Gary Dennis Greater New York City Area Details
Gary Dennis's Transamerica Financial Advisors, Inc. Experience July 2013 - Present
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   July 2013 - Present
JP Morgan Securities  January 2012 - June 2013

Skills
Leadership

Education
Baruch College, City University of New York (CUNY)

Sylvia McKinney Sylvia McKinney Dallas/Fort Worth Area Details
Sylvia McKinney's Transamerica Financial Advisors, Inc. Experience 2010 - Present
Job
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   2010 - Present
Parkland Hospital  1992 - Present

Skills
Healthcare, Customer Service, Investments, Nursing, Hospitals, Securities

Education
Alcorn State University   1977 — 1981
Master's degree, Biology/Biological Sciences, General

Ben Riddling Ben Riddling Hoschton, Georgia Details
Ben Riddling's Transamerica Financial Advisors, Inc. Experience December 2013 - Present
Job Training Department at Transamerica Financial Advisors, Inc.
Industry E-Learning
Experience
Transamerica Financial Advisors, Inc.   December 2013 - Present
SmartSource and Insight   2013 - 2013
SmartSource and NCR   2013 - 2013
AtlantaSurplus.com   December 2011 - November 2012
Navy Federal  February 2008 - October 2011
Hayes Chrysler-Dodge   September 2007 - December 2007
Anheuser Marketing   April 1998 - September 2007

Skills
Networking, Sales, Customer Service, E-commerce, PowerPoint, Access, Team Building, Captivate, Microsoft Office, Microsoft Word, Microsoft Excel, Project Management, Team Leadership, Team Management, Learning Management..., PostgreSQL, Windows 7, Windows Server, Windows Vista, Fedora Linux, Packet Tracer, Adobe Photoshop, Adobe Illustrator, Twitter, Facebook, Windows XP Pro, Public Speaking, Spanish-English, Lectora, Camtasia, Lectora Online

Education
Brenau University   2013 — 2015
Masters, Project Management

University of North Georgia
Bachelor of Applied Science, Technology Management

Southwestern Community College
Associates degree, Graphic Arts and Advertising Design

Yanjie (Kenny) Tan Yanjie (Kenny) Tan Los Angeles, California Details
Yanjie (Kenny) Tan's Transamerica Financial Advisors, Inc. Experience February 2013 - June 2013
Job Intern at Point Global SRI
Industry Financial Services
Experience
Point Global SRI  February 2014 - Present
University of Southern California  February 2013 - June 2013
Transamerica Financial Advisors, Inc.   February 2013 - June 2013
Industrial and Commercial Bank of China  July 2011 - August 2011
Hong Yuan Securities Co. Ltd, Liuzhou, China   June 2010 - August 2010

Skills
Economics, Microsoft Excel, Data Analysis, Econometrics, Analysis, Microsoft Office, Financial Modeling, PowerPoint, Public Speaking, Access, Quantitative Analytics, Financial Analysis, Microsoft Word, SQL, Statistics, Matlab, SAS, Quantitative Finance, Stata, SAP, Chinese, Financial Accounting, Supply Chain Operations, Economic Development, Mathematical Statistics, Marketing, Risk Management, Stochastic Differential..., Accounting

Education
University of Southern California   2012 — 2013
Master of Financial Mathematics, Applied Mathematics

California State University-Chico   2010 — 2012
Master of Business Administration (M.B.A.), Management Information Systems, General, 3.7

Huazhong University of Science and Technology   2007 — 2011
Bachelor, Financial Engineering

Kevin Nakiso Kevin Nakiso San Luis Obispo, California Details
Kevin Nakiso's Transamerica Financial Advisors, Inc. Experience November 2014 - April 2015
Job Financial Advisor at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Menlo Country Club  May 2014 - Present
Transamerica Financial Advisors, Inc.   November 2014 - April 2015
Michels Pipeline Construction   April 2014 - November 2014
Apple Farm Restaurant  August 2010 - January 2014
Club 24  August 2008 - August 2010
FC Basketball - Peninsula Jewish Community Center   April 2007 - June 2007

Skills
Finance, Sales, Microsoft Excel, Research, Customer Service, Microsoft Office, Accounting, Google Apps, Analysis, Managerial Finance, Team Building, Financial Analysis, Budgets, Risk Management, Leadership, Economics, Sports, Time Management, Access, Data Analysis, Teamwork

Education
California Polytechnic State University-San Luis Obispo   2011 — 2013
Bachelor's degree, Economics

Kim Cartaino Kim Cartaino Westlake Village, California Details
Kim Cartaino's Transamerica Financial Advisors, Inc. Experience March 2015 - Present
Job Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   March 2015 - Present
Revolution Financial Management  January 2013 - Present
Hospitality Consulting Services   January 2013 - Present
Airtel Plaza Hotel & Conference Center  January 2012 - October 2012
Tishman Hotel Corporation  April 2004 - March 2011
THC/Interstate Hotel Corp/Sunstone Hotels   September 1998 - April 2004
Interstate Hotels & Resorts  December 1995 - September 1998
Marriott International / Interstate Hotels & Resorts   July 1993 - December 1995
Marriott International  January 1993 - July 1993
Marriott International  September 1991 - January 1993

Skills
Contract Negotiations, Concept Generation, Event Management, Food & Beverage, Revenue Management, Account Management, Advertising, Fundraising, Customer Relations, Strategic Planning, Yield Management, Team Leadership, Marketing Strategy, Forecasting, Budgeting, Direct Marketing, P&L Management, Hospitality Industry, Budgets, Restaurants, Hotels, Revenue Analysis, Contract Negotiation, Hospitality Training, Entrepreneurship, Sales and Marketing, Mentoring, Team Building, Direct Sales, Business Planning, Public Speaking, Competitive Analysis, Hospitality Management, Menu Development, Rooms Division, Customer Service, Hospitality, Leadership, Food, Customer Satisfaction, Recruiting, Catering, Training, Pre-opening, Resorts, Sales, Market Planning, Management, Marketing, Hiring

Education
California State University-Long Beach
BS, Business Administration - Management

Anton Tsai, CFA, FRM Anton Tsai, CFA, FRM New York, New York Details
Anton Tsai, CFA, FRM's Transamerica Financial Advisors, Inc. Experience May 2011 - Present
Job Consultant at Capital Tao Consulting
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   May 2011 - Present
Capital Tao Consulting   May 2009 - Present
Fortune Securities, Inc.   August 2005 - May 2009
Yuanta Core Pacific Securities   June 2000 - August 2006

Skills
Bloomberg Terminal, Econometrics, Programming, Pricing Models, Mandarin, SPSS, SAS, SQL, Java, Statistics, Matlab, Mathematica, C++, Visual Basic, CFA, Risk Management, Portfolio Management, International Project..., Sales Management, Sales Support, Due Diligence, Compliance, Underwriting, Microsoft Office, Asset Management, Financial Analysis, Finance, Investment Management, Chartered Financial..., Fixed Income

Education
Baruch College   2010 — 2011
Continuing Eduction

Certificate in Quantitative Finance   2009 — 2010
Continuing Education

Azusa Pacific University   1995 — 1997
MBA

National Sun Yat-Sen University   1993 — 1994
Graduate School of Physics

National Sun Yat-Sen University   1989 — 1993
BS

Cassieoppeia Davis Cassieoppeia Davis Atlanta, Georgia Details
Cassieoppeia Davis's Transamerica Financial Advisors, Inc. Experience May 2013 - Present
Job Library Associate for Fulton County Government
Industry Government Administration
Experience
Fulton County Government  June 2002 - Present
Transamerica Financial Advisors, Inc.   May 2013 - Present

Skills
Music, Community Outreach, Library, Program Management, Public Speaking, Blogging, Editing, Grant Writing, Nonprofits, Management, Event Planning, Program Development, Volunteer Management, Research, Fundraising

Education
Carver Bible College   2011 — 2017
Bachelor of Arts (B.A.), Theology/Theological Studies

Atlanta Technical College   2002 — 2005
Associate's degree, Computer Systems Networking and Telecommunications, 4.0

Greg Sheets Greg Sheets Las Vegas, Nevada Area Details
Greg Sheets's Transamerica Financial Advisors, Inc. Experience December 2009 - Present
Job Transamerica Financial Advisors, Inc. // Hospitality Consulting
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   December 2009 - Present
Hospitality Consulting  October 2009 - Present
The Cosmopolitan of Las Vegas  February 2010 - February 2011
Pechanga Resort & Casino  September 2006 - October 2009
Pechanga Resort & Casino  July 2008 - January 2009
Red Rock Casino Resort and Spa  June 2005 - September 2006
Palms Casino Resort  August 2001 - June 2005
Four Seasons Hotels and Resorts  January 1992 - August 2001

Skills
Hospitality, Customer Experience, Hotel Management, Casino, Hotels, Resorts, Hospitality Industry, Hospitality Management, Pre-opening, Gaming Industry, Customer Service, VIP, Casino Gaming, Revenue Analysis, Leadership, Guest Service Management, Marketing, Process Scheduler, Gaming, Training, Customer Satisfaction, Budgets, Front Office, Food & Beverage, Management, Restaurants, Sales, Tourism, Time Management, Hiring, Team Building, Property Management..., Employee Training, Forecasting, P&L

Education
Cornell University   1989 — 1993
BS, Hotel and Restaurant Management

Taft High School

Aldrich Fajardo Aldrich Fajardo Greater Los Angeles Area Details
Aldrich Fajardo's Transamerica Financial Advisors, Inc. Experience January 2012 - May 2013
Job Serving Stater Bros. Markets for ten years
Industry Retail
Experience
Stater Bros. Markets  July 2005 - Present
Paper or Plastic 101   January 2014 - Present
Stater Brothers Markets  July 2005 - Present
Transamerica Financial Advisors, Inc.   January 2012 - May 2013
Mayflower Guest Home II   September 2009 - December 2011
Vector Marketing  September 2003 - October 2003

Skills
Customer Service, PowerPoint, Microsoft Office, Writing, Editing, Photography, Public Relations, Assisted Living, Recruitment/Retention, Documentations, Microsoft Word, Microsoft Excel, Event Planning, Data Entry, Outlook, Social Networking

Education
California State University-Long Beach   2003 — 2009
Bachelor, Communications

California State University-Long Beach   2003 — 2009
Bachelor of Arts in Communications

Bob Avery Bob Avery Greater Denver Area Details
Bob Avery's Transamerica Financial Advisors, Inc. Experience 1978 - Present
Job Owner, Robert Avery and Associates, Inc.
Industry Financial Services
Experience
Robert Avery and Associates, Inc.   November 1978 - Present
Transamerica Financial Advisors, Inc.   1978 - Present

Skills
Financial Planning, Retirement Planning, Insurance Planning, Estate Planning, Retirement, Fixed Annuities, Disability Insurance, Wealth, Long-term Care, IRAs, Wealth Management

Education
College for Financial Planning   1990 — 1993
Certified Financial Planner, CFP, Financial Planning and Services

The American College   1986 — 1989
Chartered Life Underwriter, CLU; Chartered Financial Consultant, ChFC, Life Insurance, Estate and Financial Planning

University of Denver   1974 — 1978
BA, Political Science/History

Ft. Hunt High School   1971 — 1974

David H. Smith David H. Smith Flint, Michigan Details
David H. Smith's Transamerica Financial Advisors, Inc. Experience July 2006 - Present
Job at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Aero Financial   July 2006 - Present
Transamerica Financial Advisors, Inc.   July 2006 - Present
Gleaner Life Ins.   2005 - 2015
Gleaner Tri County Arbor #768   October 2008 - September 2012

Skills
Financial Advisory, Retirement Planning, Investments, Securities, Life Insurance, Employee Benefits, Strategic Financial..., Insurance, FINRA, Financial Services

Education
Baker College Business and Corporate Services   1984 — 1991

Regina Nicholson Regina Nicholson Greater Atlanta Area Details
Regina Nicholson's Transamerica Financial Advisors, Inc. Experience December 2012 - April 2014
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  April 2014 - Present
Transamerica Financial Advisors, Inc.   December 2012 - April 2014
Morgan Stanley Wealth Management  July 2011 - January 2012
Morgan Stanley Wealth Management  February 2009 - July 2011
Morgan Stanley Wealth Management  January 2007 - February 2009
Digital Federal Credit Union  March 2004 - February 2006

Skills
Customer Service, Banking, Typing, Microsoft Office, Microsoft Word, Microsoft Excel, Multi Tasking, Customer Satisfaction, Customer Experience, Outlook, Software Documentation, Training, PowerPoint, Access, Teamwork, Data Entry, Leadership, Process Improvement, Time Management, Call Centers, Troubleshooting

Education
American InterContinental University   2003 — 2004
Fashion/Apparel Design

Whitmer High School   1998 — 2002
Diploma, General Studies

Louie Palhegyi Louie Palhegyi Greater Los Angeles Area Details
Louie Palhegyi's Transamerica Financial Advisors, Inc. Experience May 2004 - February 2007
Job Business Management and Operations Professional
Industry Gambling & Casinos
Experience
Morongo Casino Resort & Spa  November 2006 - Present
Transamerica Financial Advisors, Inc.   May 2004 - February 2007
San Manuel Band of Mission Indians  August 1994 - November 2005

Skills
Hospitality, Gaming Industry, Casino, Team Building, Employee Engagement, Supervisory Skills, Customer Retention, Marketing Management, Customer Service, Leadership, Management, Training, Marketing, Public Speaking, Sales

Education
University of Redlands   2010 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General

Crafton Hills College

Karlo Salgado Karlo Salgado Greater San Diego Area Details
Karlo Salgado's Transamerica Financial Advisors, Inc. Experience June 2004 - April 2009
Job Entrepreneur Difference Financial & Insurance Services
Industry Financial Services
Experience
Difference Financial & Insurance Services  November 2011 - Present
United States Marine Corps  June 2011 - September 2013
Transamerica Financial Advisors, Inc.   June 2004 - April 2009

Skills
Military Transition, Military, Career Transitioning, Government, Security Clearance, Military Operations, Veterans Benefits, Veterans Administration, Career Counseling, Public Speaking, Sales Presentations, Sales Management, Sales, Marketing, Marketing Management, Internet Entrepreneur, Entrepreneurship, Entrepreneurship..., Financial Services, Business Coaching, Professional..., Building Relationships, Business Networking, Social Networking, Recruiting, Passion for Helping..., Inspiring People, Salesforce Training, Marine Corps, Personal Development, Wealth Management, Indexed Annuities, 401k Rollovers, Wealth Accumulation, Client Rapport, Event Planning, Licensed Life Insurance..., Organizational..., Exceptional People..., tax advantaged investing, Indexed Universal Life, Life insurance w/..., Military Experience, Small Business, Coaching, Resume Writing, Staff Development, Training, Conflict Resolution, Employee Training

Education
Chaminade University of Honolulu   2009 — 2011
Unfinished, Philosophy and Religious Studies

Chaminade University of Honolulu   2009 — 2011
Philosophy

Jim Wagner Jim Wagner Greater Chicago Area Details
Jim Wagner's Transamerica Financial Advisors, Inc. Experience September 2014 - Present
Job Financial Professional at Transamerica Financial Group
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   September 2014 - Present
Waddell & Reed  December 2008 - May 2011
Tribune Company  December 2000 - December 2008

Skills
Healthcare, Health Insurance, Financial Services, Strategic Communications, Media Relations, Public Speaking, Investments, Small Business, Finance, Financial Advisory, Insurance, Series 63

Education
Columbia College Chicago   1984 — 1988
Bachelor of Arts (BA), Communication and Media Studies

Jarrod Hendricks Jarrod Hendricks San Diego, California Details
Jarrod Hendricks's Transamerica Financial Advisors, Inc. Experience 2001 - Present
Job Investment Advisor Representative Transamerica Financial Advisors, Inc. Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   2001 - Present

Skills
Financial Advisory, Wealth Management, Investment Strategies, Securities, Public Speaking, Retirement Planning, 401k, Investment Advisory, Mutual Funds, Investments, Variable Annuities, 401k Rollovers, College Savings Plans, Alternative Investments, Life Insurance, Long-term Care, Separately Managed...

Education
BYU
Bachelor of Science (BS), Sociology

Merced High School

Larry Carlin Larry Carlin Tampa/St. Petersburg, Florida Area Details
Larry Carlin's Transamerica Financial Advisors, Inc. Experience December 2007 - August 2013
Job Educating People on how to retire debt free, tax free and worry free
Industry Financial Services
Experience
Freedom Equity Group  August 2013 - September 2015
Transamerica Financial Advisors, Inc.   December 2007 - August 2013
Independent Consultant  January 1996 - November 2007
MCI Telecommunications  January 1993 - January 1996

Skills
Retirement Planning, Management, Small Business, Strategic Financial..., Finance, Strategic Planning, Team Building, Insurance, Entrepreneurship, Personal Development, Retirement, Wealth Management, Employee Benefits, Time Management, Financial Services, Fixed Annuities, Coaching, New Business Development, Consulting, Life Insurance, Investments, IRAs, Real Estate, Portfolio Management, Project Management, Business Planning, Financial Analysis, 401k, Long-term Care, Disability Insurance, Mutual Funds, Credit, Estate Planning, Mortgage Lending, Asset Management, Telecommunications, Securities, credit restoration

Education
Central Connecticut State University
BA, Communications

Holy Cross High School

James N. Wilkerson, Jr. James N. Wilkerson, Jr. Tampa/St. Petersburg, Florida Area Details
James N. Wilkerson, Jr.'s Transamerica Financial Advisors, Inc. Experience January 2012 - Present
Job Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   January 2012 - Present
World Financial Group (WFG)   2006 - Present
Investment Advisors International  December 2010 - January 2012
World Group Securities  October 2007 - December 2010
US Navy  January 1985 - February 2005

Skills
Retirement Planning, Investments, IRAs, Retirement, Investment Strategies, Fixed Annuities, Strategic Financial..., Insurance, Mutual Funds, Wealth Accumulation, Estate Planning, 401k, Wealth, Wealth Management, Financial Analysis, Small Business, Securities, 401k Rollovers, Team Building, Financial Advisory, Leadership Development, Budgets, Financial Planners, Investment Advisory, Disability Insurance, Mortgage Lending, Term Life Insurance, Long-term Care, Coaching, Life Insurance, New Business Development, Sales, Series 65, Series 6

Education
University of South Florida   2001 — 2002
CFP(R), Investments and Securities

Chaminade University of Honolulu   1991 — 1993
Master of Business Administration (MBA), Taxation

Florida A&M University   1979 — 1984
Bachelor of Science (BS), Accounting

Moss Point High School   1976 — 1979
Diploma, Business

Command and General Staff College (CGSC)

Christian Jackson Christian Jackson Kewanee, Illinois Details
Christian Jackson's Transamerica Financial Advisors, Inc. Experience September 2005 - Present
Job Financial Professional at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   September 2005 - Present
Black Hawk College  August 2005 - July 2007
St. Ambrose University  2003 - 2005

Skills
Event Planning, Public Speaking, Leadership, Coaching, Strategic Planning, Leadership Development, Team Building, Management, Training, Small Business, Recruiting, Finance, Insurance, Employee Benefits, Budgets, Sales, Customer Service, Social Media, Public Relations, Social Networking, Microsoft Office, Marketing, Teaching

Education
St. Ambrose University   2004 — 2006
Graduate, Masters of Organizational Leadership

New Mexico State University   2001 — 2004
bachelors, Social Science

Black Hawk College   2000 — 2002
Associates

Joseph Hsiao Joseph Hsiao Greater Los Angeles Area Details
Joseph Hsiao's Transamerica Financial Advisors, Inc. Experience April 2005 - August 2009
Job Analyst, Field Services at UBOC
Industry Information Technology and Services
Experience
MUFG Americas  January 2011 - Present
Accordent Technologies  September 2009 - February 2010
Transamerica Financial Advisors, Inc.   April 2005 - August 2009
Farmers Insurance  2002 - 2005
Transamerica  1998 - 2002
Community Development Commission  February 1994 - October 1998

Skills
Help Desk Support, Troubleshooting, Networking, Technical Support, Software Documentation, XP, VPN, Windows, Integration, Databases, Hardware, Lotus Notes, Computer Security, Laptops, Active Directory, Software Installation, Visio, Disaster Recovery, Windows Server, Servers, Windows XP, Microsoft Exchange, VMware

Education
California State Polytechnic University-Pomona   1989 — 1994
BS, Computer Information Systems, 3.32

John L. Herrick John L. Herrick Dallas/Fort Worth Area Details
John L. Herrick's Transamerica Financial Advisors, Inc. Experience 2012 - 2013
Job CEO, Horizon Financial Group/Fairview Management
Industry Real Estate
Experience
Freedom Equity Group  February 2013 - Present
Real Estate Investor  1971 - Present
Horizon Financial Group/Fairview Management, LLC   1971 - Present
GrowMoney.US/Horizon Financial Group.Ventures   2013 - 2015
GrowMoney.US/Horizon Financial Group/   2013 - 2015
GrowMoney.US/Horizon Financial Group/   2013 - 2015
GrowMoney.US/Horizon Financial Group.Ventures   2013 - 2015
GrowMoney.US/Horizon Financial Group.Ventures   2013 - 2015
Transamerica Financial Advisors, Inc.   2012 - 2013
Union Bank of California  1968 - 1971

Skills
Investment Properties, Loans, Real Estate, Real Estate Transactions, REO, Mortgage Lending, Negotiation, Small Business, Property Management, FHA, Mortgage Banking, Foreclosures, Residential Homes, Investors, Insurance, Investments, Selling, Real Estate Development, Property, Short Sales, Relocation, Commercial Real Estate, Marketing, Sellers, Brokerage, Sales

Education
Arizona State University   1966 — 1968
MBA, Management, Finance

Rice University   1962 — 1966
BA, Economics/French--Double Major

Chris Bovia Chris Bovia Greater Los Angeles Area Details
Chris Bovia's Transamerica Financial Advisors, Inc. Experience March 2015 - Present
Job Registered Representative at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   March 2015 - Present
World Financial Group (WFG)   April 2014 - Present
University of Southern California  February 2014 - Present
Instant Water Technology, LLC   February 2013 - February 2014
Southern California Edison  May 2012 - July 2012
OriginOil, Inc.   March 2012 - May 2012
Transfer Flow, Inc  March 2010 - December 2011
Sacramento-Sierra Nevada Section - ASME   February 2010 - June 2011
Human Powered Vehicle Competition - ASME   June 2007 - April 2010
ASME  February 2009 - March 2010

Skills
Financial Services, Team Leadership, Vision Stretching, Microsoft Office, Leadership, Project Planning, Project Management, Positive Team Player, Renewable Energy, Product Development, Design for Manufacturing, Mentoring, Training,..., Social Networking, ANSYS, Maintaining A Positive..., Simulations, Problem Solving, Close Attention to..., Fast Learner / Highly..., Project Engineering, Planning & Organizing, Maintenance & Repair, Operations & Maintenance, Troubleshooting, Heat Transfer, Regulatory Research &...

Education
California State University-Chico   1999 — 2005
BS, Mechanical Engineering

Gibbs Bach, CSSGB Gibbs Bach, CSSGB Bakersfield, California Details
Gibbs Bach, CSSGB's Transamerica Financial Advisors, Inc. Experience October 2012 - Present
Job
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   October 2012 - Present
Sierra-Lobo Management, Inc.   September 2009 - Present
Kendall Signs Inc   September 1999 - June 2014
Express Employment Professionals  August 2012 - August 2012
Allstate Insurance Agency  February 1999 - August 2001
Union Bank of the Philippines  March 1992 - December 1998
Union Bank of the Philippines  March 1991 - March 1992
Fitness Society   1986 - 1992
Union Bank of the Philippines  March 1990 - March 1991
Money Market Association of the Philippines   1990 - 1991

Skills
Project Management, Research, Banking, Business Development, Competitive Analysis, Web Design, Life &Accident Insurance, Microsoft Office, Microsoft Publisher, PowerPoint, Operational Process..., Business Procedure..., Impact Marketing, Middle Management..., Supervisory...

Education
Villanova University   2011 — 2012
Six Sigma Certification Program, 94

Ateneo Graduate School of Business   1985 — 1986
Units Earned, MBA

San Beda College   1978 — 1982
Liberal Arts, Economics

California Department of Insurance
Life, Accident & Health License, License Status: Current

California Department of Motor Vehicles
Traffic School Instructor License, License Status: Current

John Jacen John Jacen Greater Los Angeles Area Details
John Jacen's Transamerica Financial Advisors, Inc. Experience April 2015 - Present
Job Registered Representative at Transamerica Financial Advisors, Inc. Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   April 2015 - Present
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   February 2014 - Present
Riviera Insurance Services   2010 - 2013
Momentous Insurance Brokerage, Inc.   2009 - 2010
Firemans Fund Insurance Company  2006 - 2009
Marsh  2004 - 2006
Answer Financial  2000 - 2004
Zurich North America  1997 - 2000
Zurich North America  1993 - 1997

Skills
Insurance, Personal Financial..., Life Insurance, Employee Benefits, Team Building, Strategic Planning, Strategy, Recruiting, Training, Business Planning, Workers Compensation, Casualty, Sales Operations, Business Development, Sales Management, Salesforce.com, Small Business, Call Centers, Microsoft Office, Business Analysis, Business Process..., Workforce Planning, Cold Calling, Interviews, Lead Generation, Direct Sales, Human Resource..., Operational Planning, Territory..., Team Management, Cross-functional Team..., Key Performance..., HR Policies, Microsoft Word, Workforce Management, Workflow, Operational Excellence, Marketing Strategy, Benchmarking, Cost Benefit, Commissioning, Managerial Finance, HIPAA, Internal Audit, Key Account Management, Logistics Management, Office Management, Creative Writing

Education
Assumption College
BA, History, polictical science

Northwestern University
Executive Management Program

east catholic high school

Jonathan Peters Jonathan Peters Greater New York City Area Details
Jonathan Peters's Transamerica Financial Advisors, Inc. Experience April 2009 - March 2014
Job Financial Advisor at NFP Advisor Services
Industry Financial Services
Experience
NFP Advisor Services Group  March 2014 - Present
Transamerica Financial Advisors, Inc.   April 2009 - March 2014
Vandham Securities  March 2001 - July 2011
Knight Securities  July 1995 - March 2001
Nash Weiss & Co   May 1983 - June 1995

Skills
Strategic Financial..., Estate Planning, Retirement Planning, Portfolio Management, Asset Allocation, Investments, Alternative Investments, Life Insurance, Disability Insurance, Long Term Care Insurance, College Planning, 529 Plans, Variable Annuities, Fixed Annuities, Mutual Funds, IRAs, 401k, 401k Rollovers, Bonds, Fixed Income Strategies, Trusts, Debt Management, Equities, ETFs, Trading, Chart Analysis, Options, Series 7, Series 24, series 55, Series 63, Series 65

Education
Kutztown University of Pennsylvania   1982 — 1983
Business Management

Bergen Community College   1980 — 1982
business

Paramus High School   1976 — 1980

Ivan Anderson Ivan Anderson Omaha, Nebraska Details
Ivan Anderson's Transamerica Financial Advisors, Inc. Experience July 2014 - Present
Job Independent Investment Advisor at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   July 2014 - Present
United Healthcare Medicare Solutions  October 2010 - Present
Sammons Securities  July 2011 - January 2014
H. Beck, Inc.   January 2010 - July 2011
Pacific Life  August 2007 - October 2009
RBC Capital Markets  January 1999 - June 2002

Skills
Investments, Strategic Financial..., Retirement Planning, Mutual Funds, Wealth Management, Portfolio Management, Financial Analysis, Risk Management, Retirement, Life Insurance, Fixed Annuities, Equities, Investment Advisory, Disability Insurance, Estate Planning, Medicare Advantage, Medicare Part D, Medicare Prescription..., Licensed Life & Health..., IRAs, Trading, Fixed Income

Education
Creighton University   1994 — 1998
BSBA, Finance, General

Matt Rohde Matt Rohde Clarksville, Tennessee Details
Matt Rohde's Transamerica Financial Advisors, Inc. Experience February 2014 - Present
Job ASP.net MVC programmer
Industry Information Technology and Services
Experience
Transamerica Financial Advisors, Inc.   February 2014 - Present
Sam's Club  June 2009 - Present
Cruz Associates, Inc.   February 2008 - July 2008
Grace Welding   November 2007 - December 2007

Skills
Retail Sales, Retail, Customer Service, Microsoft Office, Time Management, PowerPoint, C#, VB.NET, x86 Assembly, C++, Teamwork, Photoshop, SQL, JavaScript, HTML, Active DoD Secret..., Access

Education
Austin Peay State University   2003 — 2007
Bachelor's degree, Computer Science and Mathematics, 3.0 GPA

Waubonsee Community College   2001 — 2003
Bachelor's degree, Computer Science

Maia Dubinsky Maia Dubinsky Greater Los Angeles Area Details
Maia Dubinsky's Transamerica Financial Advisors, Inc. Experience January 2008 - Present
Job Life Coach/Broker Real Estate & Financial Services
Industry Individual & Family Services
Experience
Sotheby's International Realty  January 2013 - Present
Transamerica Financial Advisors, Inc.   January 2008 - Present
Independent Insurance Broker  January 2008 - Present
RE/MAX  April 1996 - December 2012
Coldwell Banker Residential Real Estate  April 1989 - June 1996

Education
California State University-Los Angeles   1981 — 1984
B.S., Business Administration

Terry Garvin Terry Garvin Tampa/St. Petersburg, Florida Area Details
Terry Garvin's Transamerica Financial Advisors, Inc. Experience 1981 - Present
Job Managing Partner GFA Financial Group, LLC Investment Advisor Representative for Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
GFA Financial Group, LLC   June 2003 - Present
Transamerica Financial Advisors, Inc.   1981 - Present
Inter securities,Inc   1985 - 2003
Idex Mutual Fund   1985 - 2003
Western Reserve Life  1981 - 2003

Skills
401k, Retirement Planning, Retirement, Investments, Financial Planning, Estate Planning, Insurance, Investment Advisory, Fixed Annuities, Asset Allocation, Term Life Insurance, Series 63, Wealth Management, IRAs, Mutual Funds, FINRA, Disability Insurance, Life Insurance, 401k Rollovers, Bonds, Investment Strategies, Strategic Financial..., Series 7, Financial Advisory, Securities, Series 6, Employee Benefits, Financial Planners, Wealth, Roth IRA, Variable Annuities, Long Term Care Insurance, Long-term Care, Finance, Financial Services, Wealth Management..., Series 24, Profit Sharing, Personal Financial..., Asset Management, Investment Management, ETFs, Defined Benefit, Pensions, Stocks, Portfolio Management, Series 65, Wealth Accumulation, Retirement Plan..., Alternative Investments

Education
Central College   1969 — 1972
Bachelor's degree, Business Administration and Management, General

Carter Durham Carter Durham Provo, Utah Area Details
Carter Durham's Transamerica Financial Advisors, Inc. Experience 2002 - 2003
Job Product Manager at Imagine Learning
Industry Computer Software
Experience
Imagine Learning  July 2012 - Present
Imagine Learning  November 2011 - July 2012
Imagine Learning  August 2010 - November 2011
Imagine Learning  June 2006 - August 2010
Anticlockwise Pictures   October 2003 - January 2009
Art Center College of Design  2003 - 2006
Transamerica Financial Advisors, Inc.   2002 - 2003
Missionary Training Center  2000 - 2002

Skills
Social Media, Salesforce.com, Technical Writing, PPC, Lead Generation, Social Networking, Online Advertising, E-Learning, Team Building, SEO, Microsoft Office, Video Production, Product Development, Product Management, Product Marketing, Product Launch, Software Product..., Advertising, Project Management, Email Marketing, Film, Multimedia, Video, Marketing Communications, Final Cut Pro, Creative Writing, Puns

Education
Brigham Young University   1997 — 2001
B.A., Media Arts, Minor Music

Brigham Young University

Robert S. Hamm Robert S. Hamm Greater Seattle Area Details
Robert S. Hamm's Transamerica Financial Advisors, Inc. Experience 1982 - Present
Job Financial Advisor at Transamerica Financial Advisors, Inc. with Sound Financial Management, Inc.
Industry Investment Management
Experience
Transamerica Financial Advisors, Inc.   1982 - Present
Sound Financial Management, Inc.   1982 - Present

Skills
Finance, Financial Advisory, Securities, Strategic Planning, Investments, 401k, FINRA, Retirement Planning, Financial Planners, Wealth Management, Insurance, Team Building, Life Insurance, Financial Analysis, Retirement, Investment Strategies, Investment Advisory, Managerial Finance, Series 7, IRAs, Fixed Annuities, Account Management, Sales Management

Education
Brigham Young University   1972 — 1978
BA, Communications

BRUCE J. BRYCE BRUCE J. BRYCE Safford, Arizona Details
BRUCE J. BRYCE's Transamerica Financial Advisors, Inc. Experience January 2004 - June 2013
Job 401k/457 Management (Freeport & DPS/Fire)
Industry Investment Management
Experience
Global View Capital Advisors  June 2013 - Present
Transamerica Financial Advisors, Inc.   January 2004 - June 2013

Skills
PCRA - Schwab 401k/457..., Retirement Planning, IRAs, Roth IRA, 401k, 401k Rollovers, Simple IRA, SEP IRA, Tactical Management, Investment Advisory, Investment Strategies, Private Equity, Alternative Investments, Wealth Management..., Indexed Annuities, Fixed Annuities, Life Insurance

Education
Colorado State University-Global Campus
Bachelor’s Degree

Easter Arizona College
Associate’s Degree

Pima High School
High School

Sabrina Tran Sabrina Tran Los Angeles, California Details
Sabrina Tran's Transamerica Financial Advisors, Inc. Experience April 2014 - Present
Job Senior Marketing Director / Talent Acquisition
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   April 2014 - Present
Lawrence Delano Tran MD   September 2007 - Present
Quest Capital Strategies, Inc.   January 2011 - December 2012
Levine Communications Office  January 2010 - January 2011

Skills
Microsoft Office

Education
University of California, Los Angeles   2015 — 2017
Certified Financial Planner

California State University-Los Angeles   2008 — 2011
Business Administration, Marketing

Rafael Fortiz Rafael Fortiz New York, New York Details
Rafael Fortiz's Transamerica Financial Advisors, Inc. Experience July 2015 - Present
Job Associate at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   July 2015 - Present
New York City Fire Department  January 2014 - Present
US Army  January 2010 - Present

Education
Baruch College   2012 — 2014
Finance, General

Kingsborough Community College   2010 — 2012
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities

Richard Capatosto, MBA Richard Capatosto, MBA San Francisco Bay Area Details
Richard Capatosto, MBA's Transamerica Financial Advisors, Inc. Experience January 2014 - May 2015
Job IT Professional, Real Estate Consultant
Industry Information Technology and Services
Experience
VMware  2014 - Present
Transamerica Financial Advisors, Inc.   January 2014 - May 2015
Alain Pinel Realtors  May 2013 - January 2015
Sunrun  August 2011 - January 2013
VMware  May 2009 - August 2011
VMware  June 2007 - May 2009
Stanford University, R&DE   February 2007 - May 2007
Altera Corporation  October 1999 - December 2006
Tek Systems  April 1999 - October 1999
The Linde Group, Inc.   June 1997 - March 1999

Skills
Virtualization, VMware, ITIL, VMware Infrastructure, Microsoft Office, Salesforce.com, Data Center, OS X, XP, SaaS, System Administration, Operating Systems, Enterprise Software, Windows 7, Windows Server, VMware ESX, Vendor Management, Hardware, VMware Workstation, Cloud Computing, Technical Support, Troubleshooting, Software Documentation, Psychology, Mac OS X, Structured Documentation, TCP/IP, Storage, Windows, Google Apps, Salesforce.com..., Management, IT Management, Enterprise Architecture, Windows Server 2008, Windows XP Professional, Sarbanes-Oxley Act, Microsoft Exchange, Real Estate, Real Estate License, Real Estate Contracts, Help Desk Support, Real Estate Transactions, Real Estate Investor, Real Estate Financing, Marketing, Marketing Strategy, Information Technology, Business Strategy, Product Design

Education
Babson College - Franklin W. Olin Graduate School of Business   2012 — 2014
MBA, Entrepreneurship

University of California, Berkeley   1992 — 1996
BA, Psychology

Stuyvesant High School   1989 — 1992
HS

Rui Xuan Liao Rui Xuan Liao Brooklyn, New York Details
Rui Xuan Liao's Transamerica Financial Advisors, Inc. Experience September 2011 - February 2014
Job Application Support Analyst at UBS Investment Bank
Industry Information Technology and Services
Experience
UBS Investment Bank  August 2015 - Present
JPMorgan Chase  March 2014 - November 2014
Transamerica Financial Advisors, Inc.   September 2011 - February 2014

Skills
Microsoft Office, Microsoft Excel, HTML, CSS, JavaScript, Bootstrap, jQuery UI, C++, Ruby, Unix, SQL, PL/SQL, ITIL v3 Foundations...

Education
Baruch College   2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General

Sabrina Canning Sabrina Canning Sacramento, California Area Details
Sabrina Canning's Transamerica Financial Advisors, Inc. Experience March 2015 - Present
Job Senior Associate Investment Advisor Representative at Transamerica Financial Advisors, Inc. and World Financial Group
Industry Management Consulting
Experience
Transamerica Financial Advisors, Inc.   March 2015 - Present
Assisted Financial Advisory, Business Practice and Marketing Consultant   August 2014 - Present
National Association of Professional Women (NAPW)   2014 - 2015
Ameriprise Financial Services, Inc.   September 1995 - August 2014
Maloof Sports & Entertainment  September 2001 - June 2002
The Money Store  January 1998 - July 1998

Skills
Financial Advisory, Retirement Planning, Series 7, Finance, Securities, Retirement, Management, Estate Planning, Financial Planning, Asset Management, Asset Allocation, Integrated Marketing, Marketing Management, Wealth Management, Investments, Financial Services, Marketing Strategy, Long-term Care, Strategic Financial..., Financial Planners, Microsoft Excel, 401k, Insurance, Mutual Funds, Marketing, Leadership, Business Planning, Public Speaking, Business Development, Strategic Planning

Education
College for Financial Planning   2014 — 2015
CRPC - Chartered Retirement Planning Counselor

Yuba College   1992 — 1993
Accounting and bookkeeping

Marysville High School, Marysville CA   1988 — 1991
Dipolma, General

Diana Hohman Diana Hohman Cumming, Georgia Details
Diana Hohman's Transamerica Financial Advisors, Inc. Experience September 2014 - April 2015
Job Transamerica Financial Advisors, Inc.
Industry Pharmaceuticals
Experience
Transamerica Financial Advisors, Inc.   September 2014 - April 2015
Accredo - An Express Scripts Company  October 2009 - February 2014
IT Resources Corp   July 2008 - October 2008
Scientific Games  April 2001 - November 2007
Voice Stream  October 2000 - February 2001
Dr. Edson Bustamante   August 1998 - April 1999
Dr. Pettinato   April 1998 - June 1998
Burdines  June 1996 - June 1998
Petland Retail Stores  June 1994 - June 1996
Chinese Cafe & Teryaki Temple   June 1991 - June 1994

Skills
Highly detail oriented, Customer Service, Customer Satisfaction, Data Entry, Management, Call Centers, Training, Troubleshooting, Sales, Great Personality, Great Organizer, Work Ethic, Teamwork, Technical Support, Help Desk Support, Online Research, Passion for Helping..., Photography, Front Office, Dental Assisting, Windows 7, BMC Remedy, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Windows Vista, Windows 2000, Microsoft Windows 98, Cashiering, Cash Management

Education
Concorde Career Institute-Tampa   1997 — 1998
Certification, Dental Assisting/Assistant

Robinson High School
Diploma

Venezia Gamboa Venezia Gamboa Downey, California Details
Venezia Gamboa's Transamerica Financial Advisors, Inc. Experience 2015 - Present
Job Experienced Marketing Broker
Industry Investment Management
Experience
Transamerica Financial Advisors, Inc.   2015 - Present
Excellence Real Estate   2013 - 2015

Skills
Entrepreneurship, Success Oriented, Marketing, Management, Sales, Training, New Business Development, Strategic Planning, Business Strategy, Customer Service, Marketing Strategy, Communication, Business Development, Financial Planning, Investment Strategies, Market Development, Start-ups, Money Management, Debt Management, Estate Preservation, Asset Allocation, Contract Negotiation, Negotiation, Mentoring, Team Leadership, Emergency Planning, Cash Flow Management, Customer Experience, Referrals, Marketing Communications, Coaching

Education
California State University-Long Beach
Marketing

Derek Xie Derek Xie Staten Island, New York Details
Derek Xie's Transamerica Financial Advisors, Inc. Experience July 2015 - Present
Job Student at Baruch College/ Incoming VP of Technology for Ascend
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   July 2015 - Present
Carvel Corporation  July 2014 - July 2015
Staples  July 2013 - August 2013
Wilson Sporting Goods Co.  August 2010 - August 2010
Wilson Sporting Goods Co.  August 2009 - August 2009
Wilson Sporting Goods Co.  August 2008 - August 2008

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Training, Due Diligence, Customer Service, Time Management, Team Leadership

Education
Baruch College, City University of New York (CUNY)   2015 — 2017
Bachelor's Degree, Finance, General, 3.39

City University of New York-College of Staten Island   2014 — 2014
Business Administration

Stony Brook University   2012 — 2014
Electrical and Electronics Engineering

Kasia Dydynska Kasia Dydynska Tampa/St. Petersburg, Florida Area Details
Kasia Dydynska's Transamerica Financial Advisors, Inc. Experience December 2013 - April 2015
Job Director of Operations at AIG
Industry Financial Services
Experience
AIG  April 2015 - Present
Transamerica Financial Advisors, Inc.   December 2013 - April 2015
MetLife  2009 - 2013
MetLife  2008 - 2009
MetLife  2006 - 2008

Education
Rollins College   2009 — 2011
Master of Business Administration (MBA), Business Administration and Management, General

University of South Florida   2003 — 2006
Bachelor of Science (BS), Marketing

Collegium Civitas   1998 — 2001
Licentiate degree, International Relations and Affairs

Alante Thalley Alante Thalley Denver, Colorado Details
Alante Thalley's Transamerica Financial Advisors, Inc. Experience January 2014 - April 2014
Job Training Associate at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Mercantile Dining & Provision   November 2014 - Present
Denver Dining   February 2014 - December 2014
Transamerica Financial Advisors, Inc.   January 2014 - April 2014
Abercrombie & Fitch  February 2012 - April 2012

Skills
Diligent, Quick Study, Team Building, Team Management, Research Skills, Adaptability, Organizational..., Computer/Technical..., Performance Management, Microsoft Excel, Public Speaking, Customer Service, Time Management, Leadership, IT Service Management, Interviews, Microsoft Office, Research, Social Media

Education
Community College of Denver   2012 — 2013
Business

Claflin University   2011 — 2012
Sports Management

Mansel Zeck Mansel Zeck Temecula, California Details
Mansel Zeck's Transamerica Financial Advisors, Inc. Experience February 2015 - Present
Job Registered Representative at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   February 2015 - Present
AXIANTA Financial Partners, INC   July 2014 - February 2015
Evatan Marbek, Inc   August 2009 - November 2014
San Diego Discount Furniture   August 2011 - August 2013
Zeck Homes, Inc   1996 - 2008

Skills
Real Estate, Real Estate Transactions, Construction, Buyers, Residential Homes, Real Estate Development, Selling, Investment Properties, Contract Negotiation, Investors, Small Business, Investments, Marketing, Negotiation, Sellers, Property Management, Marketing Strategy, Project Management, Real Estate Financing, Entrepreneurship, Business Planning, Project Planning, Insurance, Life Insurance, Health Insurance, Teacher Mentoring, Leadership Development, Team Leadership, Leadership, Financial Planning, Financial Services, Entitlements, Sales, Customer Service, Strategic Planning, Team Building

Education
Colorado State University
Bachelor's degree, Bachelor of Applied Science (B.A.Sc.), Civil Engineering, Industrial Construction Management

Becky Tesch Becky Tesch Salt Lake City, Utah Details
Becky Tesch's Transamerica Financial Advisors, Inc. Experience September 2014 - Present
Job Financial Planner at Transamerica Financial Advisors, Inc.
Industry Education Management
Experience
Infinity Photography   2005 - Present
Transamerica Financial Advisors, Inc.   September 2014 - Present
Granite School District  August 1983 - July 2013

Skills
Educational Leadership, Classroom, Curriculum Design, Teacher Training, K-12, Educational Technology, Classroom Management, Financial Planning, Life Insurance, Indexed Annuities, Fixed Annuities, Annuity Sales, Portrait Photography, Fine Art Photography, Landscape Photography, Debt Elimination, Curriculum Development, Public Speaking, Literacy, Teaching, Lesson Planning, Instructional Technology

Education
Brigham Young University   1989 — 1990
Master of Education (MEd), Educational Leadership and Administration, General

University of Utah   1981 — 1983
Bachelor of Science (BS), Elementary Education and Teaching

Felix LeMarinel Felix LeMarinel Greater Denver Area Details
Felix LeMarinel's Transamerica Financial Advisors, Inc. Experience January 2012 - Present
Job Senior Marketing Director at Transamerica Financial Advisors
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   January 2012 - Present

Skills
Retirement Planning, Retirement, Mutual Funds, Fixed Annuities, Series 6, IRAs, Strategy, Financial Advisory, Variable Annuities, 401k

Education
The George Washington University   1996 — 1998
Master of Education and Human Resource Development

California State University-Fullerton   1970 — 1975
Political Science, Political Science and Government

Brittany Meier Brittany Meier Colorado Springs, Colorado Details
Brittany Meier's Transamerica Financial Advisors, Inc. Experience April 2014 - Present
Job Partner at Cleaning for You
Industry Individual & Family Services
Experience
Appen  May 2015 - Present
Cleaning for You   February 2015 - Present
Transamerica Financial Advisors, Inc.   April 2014 - Present
Discover Goodwill of Southern & Western Colorado  September 2010 - January 2015
Sunrise Senior Living  July 2009 - September 2010
The Alzheimer's Association  August 2009 - December 2009
Thunder and Buttons II   May 2009 - December 2009
Colorado State University  September 2005 - May 2009

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, Body Language, Grant Writing, Report Writing, Workshop Facilitation, Therapeutic Listening, Goal Setting, Information Retrieval, Competition, Project Management, Money Management, Time Management, Computer Proficiency, Highly motivated..., Community Outreach, Fundraising, Program Development, Nonprofits, Volunteer Management, Event Planning

Education
University of Phoenix-Colorado Campus   2010 — 2013
Master of Science (M.S.), Marriage and Family Therapy/Counseling

Colorado State University   2005 — 2009
Bachelor of Science (B.S.), Human Development and Family Studies, General

Lincoln Webber, CFA Lincoln Webber, CFA Tampa/St. Petersburg, Florida Area Details
Lincoln Webber, CFA's Transamerica Financial Advisors, Inc. Experience 2013 - Present
Job Director, Investment Research at Transamerica Financial Advisors, Inc.
Industry Investment Management
Experience
Transamerica Financial Advisors, Inc.   2013 - Present
Commonwealth Financial Network  2009 - 2013
BNP Paribas  2008 - 2009
The Bank of New York Mellon/Eagle Investment Systems   2007 - 2007
Mirus Capital Advisors  2007 - 2007
ACCION International  2006 - 2006
Kent School  2004 - 2006
U.S. Department of Commerce, Central and Eastern European Division   2004 - 2004
Organization of American States  2001 - 2001

Skills
Financial Modeling, Valuation, Investments, Corporate Finance, Alternative Investments, Equities, Financial Analysis, Series 7, Investment Banking, Bloomberg, Hedge Funds, Due Diligence

Education
Boston College - Wallace E. Carroll Graduate School of Management   2007 — 2007
MS in Finance, Finance

Universite Laval   2004 — 2004
French Language

The George Washington University - School of Business   2000 — 2004
Business Administration, International Business/Spanish

Universidad de Salamanca   2002 — 2003
Business/Economics

Brendan Lee Brendan Lee Tampa/St. Petersburg, Florida Area Details
Brendan Lee's Transamerica Financial Advisors, Inc. Experience March 2013 - October 2014
Job VP Legal at iQor
Industry Financial Services
Experience
iQor  2014 - Present
Transamerica Financial Advisors, Inc.   March 2013 - October 2014
Transamerica  January 2012 - March 2013
Transamerica Financial Advisors, Inc.   February 2008 - January 2012
AEGON Americas  April 2005 - January 2006
Macfarlane Ferguson & McMullen, P.A.   March 1998 - April 2005

Skills
Insurance, Securities, Litigation Management, Securities Arbitration, Securities Regulation, Investment Advisory, Retail Brokerage, Distribution Agreements, Insurance Litigation, Corporate Transactions, FINRA, Series 7, Series 24, Admitted to Practice as..., Retirement Planning, Corporate Law, Due Diligence, Corporate Governance, Financial Services, Risk Management, Arbitration

Education
Stetson University College of Law
Doctor of Law (JD)

Boston College
Bachelor of Arts (BA), English/Pre-Medicine

Charles Klumpp LUTCF Charles Klumpp LUTCF Murrieta, California Details
Charles Klumpp LUTCF's Transamerica Financial Advisors, Inc. Experience September 2013 - Present
Job CA Insurance Lic.# 0350073: Investment Advisor Representative, Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   September 2013 - Present
Transamerica Financial Advisors, Inc.   September 2013 - Present
Fidelity Federal Bank  March 1996 - March 1998

Skills
Retirement Planning, Retirement, Investments, Fixed Annuities, Strategic Financial..., Financial Advisory, Life Insurance, Investment Advisory, Risk Management, Long Term Care Insurance, IRAs, Property & Casualty..., Securities, Personal and business..., Annuities, Personal Financial..., Disablity Insurance

Education
University of Phoenix   1996 — 1998

California State Polytechnic University-Pomona   1968 — 1972
Completed four years including 12 units at University of Phoenix, Business Administration and Management, General

Jim Moore Jim Moore San Antonio, Texas Area Details
Jim Moore's Transamerica Financial Advisors, Inc. Experience June 2014 - Present
Job Financial planning
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   June 2014 - Present
Paradise 1914   June 2012 - July 2014
Innsolutions   June 2007 - May 2008
Vanier Reynolds & Reynolds   March 2004 - August 2007
DBS SERVICES   January 1999 - October 2003

Skills
New Business Development, Marketing Strategy, Sales Management, Strategic Planning, Business Strategy, Project Coordination, Financial Management, Strategic Partnerships, Account Management, Managerial Finance, Salesforce.com, Business Development, Lead Generation, Leadership, Strategy, CRM, Negotiation, Recruiting, Team Management, Coaching, Team Building, Training, Management, Operations Management, Start-ups, Management Consulting, International Sales, Team Leadership, Cross-functional Team..., Executive Management, Online Marketing, International Business, Marketing, Sales, Contract Negotiation, Selling, B2B, Entrepreneurship, Business Planning, P&L Management, Sales Operations, Sales Process, Marketing Management, Direct Sales, Competitive Analysis, Logistics, Product Marketing, Customer Retention, Key Account Management, Cold Calling

Education
Auburn University   1984 — 1987
yes, HISTORY MAJOR

Clyde Yan Clyde Yan Indianapolis, Indiana Area Details
Clyde Yan's Transamerica Financial Advisors, Inc. Experience March 2010 - Present
Job Investment Advisor Representative at Transamerica Financial Group, a division of Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   March 2010 - Present
Indiana Academy for Science, Mathematics, and Humanities   July 2004 - June 2009
Hamilton Center, Inc.   January 2004 - July 2004

Skills
Public Speaking, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Long-term Care, Non-profits, Research, Insurance, Disability Insurance, Fixed Annuities, Personal Finance, Educational Consulting, Health Insurance

Education
Ball State University   2005 — 2010
Post-Baccalaureate Undergraduate, Pre-Medicine

Indiana University Bloomington   2001 — 2003
M.S., Counseling

Purdue University   1996 — 2001
B.A., Psychology

Thomas Riche Thomas Riche Greater Nashville Area Details
Thomas Riche's Transamerica Financial Advisors, Inc. Experience March 2013 - June 2014
Job Leadership and Career Coach
Industry Executive Office
Experience
Thomas Riche and Associates   July 2014 - Present
SlightEdge Training and Coaching   January 2011 - Present
Legal Shield  1994 - Present
Transamerica Financial Advisors, Inc.   March 2013 - June 2014
Tennessee Department of Children's Service   2004 - 2011
Send Out Cards - Distributor  2009 - 2010
United States Air Force  1968 - 1996

Skills
Public Speaking, Team Building, Leadership Development, Career Coach, Real Estate Education, Coaching, Personal Development, Training, Strategic Planning, Graduate Real Estate..., Leadership, Social Media, Staff Development, Human Resources, Organizational..., Entrepreneurship, Small Business, Employee Benefits, Community Outreach, Nonprofits, Program Development, Policy, Marketing, Fundraising, Personnel Management

Education
Webster University   1989 — 1991
MBA, Business

Pepperdine University, The George L. Graziadio School of Business and Management   1978 — 1981
HRM, Management

Chaminade University of Honolulu   1974 — 1977
BGS, Sociology, Business, Psychology

Joseph Gilleland CLU Joseph Gilleland CLU Statesville, North Carolina Details
Joseph Gilleland CLU's Transamerica Financial Advisors, Inc. Experience December 2013 - Present
Job Investment Advisor Representative
Industry Insurance
Experience
Transamerica Financial Advisors, Inc.   December 2013 - Present

Education
Appalachian State University   1977 — 1980
BS, Education

Mitchell Community College   1976 — 1978
BS, Liberal Arts

North Iredell High School   1972 — 1976
High School

Hongxia Huang Hongxia Huang Greater Nashville Area Details
Hongxia Huang's Transamerica Financial Advisors, Inc. Experience July 2014 - Present
Job Registered Representative at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   July 2014 - Present
World Financial Group  January 2011 - Present

Skills
Capital Markets, Financial Analysis, Investments, Financial Modeling, Finance, Portfolio Management, Financial Planning, Financial Services, Risk Management, Equities, Asset Management, Mutual Funds, Wealth Management, Strategic Financial..., Banking

Education
RWTH Aachen University   1988 — 1991

Tianjin University of Science and Technology   1979 — 1983

Anthony Fratello Anthony Fratello Tampa/St. Petersburg, Florida Area Details
Anthony Fratello's Transamerica Financial Advisors, Inc. Experience July 2006 - Present
Job Field Technology Support Specialist at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   July 2006 - Present
InterSecurities, Inc.   July 2006 - September 2009
Raymond James Financial  January 1999 - November 2005
Soloman Brothers   September 1997 - July 1998
Nippon Credit Bank  January 1990 - July 1997

Skills
Customer Experience, Customer Satisfaction, Knowledge Sharing, Instructor-led Training, Problem Solving, Technical Support, Training, Insurance, Securities, Program Management, Sales, Access, Business Analysis, Retirement, Microsoft Excel, Financial Planning, Process Improvement, Mutual Funds, Customer Service, Troubleshooting, Call Center, Series 24, Banking, Life Insurance, Financial Planners, Investment Strategies, Retirement Planning, Selling, Wealth Management..., 401k, Financial Advisory, Investment Advisory, Series 6, Series 7, Financial Services, Management, Portfolio Management, Investment Management, Operations Management, Wealth, Strategic Financial..., IRAs, Series 63, Microsoft Office, FINRA, Investments, Estate Planning, Strategic Planning, Fixed Annuities, Integration

Education
City University of New York City College   1984 — 1986
A.A.S., Dental Technology

Duane Winslow Duane Winslow Greater Los Angeles Area Details
Duane Winslow's Transamerica Financial Advisors, Inc. Experience January 2015 - Present
Job Business Owner at Transamerica Financial Advisors, Inc.
Industry Information Services
Experience
Transamerica Financial Advisors, Inc.   January 2015 - Present
Transamerica Financial Advisors, Inc.   November 2005 - Present
Financial Infrastructure Management   June 1996 - November 2013
DWA Technology Group   1983 - 1995
Citi Group  1980 - 1983

Skills
IT Finance, IT Audit and Financial..., Financial Control of..., Governance, Finance, IT Audit, SaaS, Professional Services, Infrastructure, Asset Managment, Mass Mailing, Executive Management, Management Consulting, Asset Management, Budgets, Data Center, Management, Consulting, Entrepreneurship, Telecommunications, Leadership, Enterprise Software, Selling, Business Intelligence, Cloud Computing, Strategy

Education
New Horizons school for computer learning   2013 — 2013
Microsoft MCSE

George Washington University   1982 — 1982
Telecommunications Advanced Degree Certification

State University of New York at Albany   1976 — 1978

City College of San Francisco   1970 — 1971
Associates

Joseph Judah, LUTCF Joseph Judah, LUTCF Greater Los Angeles Area Details
Joseph Judah, LUTCF's Transamerica Financial Advisors, Inc. Experience March 2012 - Present
Job Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Insurance
Experience
Transamerica Financial Advisors, Inc.   March 2012 - Present
Judah Financial Services   September 2011 - January 2012
Judah Insurance Services, Inc   February 2005 - January 2012
Mutual of Omaha  March 2005 - March 2010
Fortune Five, LLC   2002 - 2004

Skills
Insurance, Investments, Disability Insurance, Long-term Care, IRAs, Public Speaking, Life Insurance, Financial Advisory, Securities, Finance, Financial Analysis, Management, Marketing, Leadership, Real Estate, Wealth, Fixed Annuities, Strategic Financial..., Equities, Small Business, Long Term Care Insurance, Financial Planners, Financial Services, Term Life Insurance, Retirement Planning, FINRA, Financial Modeling, Roth IRA, Asset Management, Wealth Accumulation, Alternative Investments, Wealth Management, 401k Rollovers, Health Insurance, Portfolio Management, 401k, Valuation, Retirement, Risk Management, Mergers & Acquisitions, Entrepreneurship, Business Planning

Education
Baruch College, City University of New York (CUNY)   1987 — 1991
BBA, Finance

Rick Kagawa CFP™, CLU, MSFS, ChFC,LUTCF Rick Kagawa CFP™, CLU, MSFS, ChFC,LUTCF Orange County, California Area Details
Rick Kagawa CFP™, CLU, MSFS, ChFC,LUTCF's Transamerica Financial Advisors, Inc. Experience 1987 - Present
Job President, Capital Resources and Insurance, Inc.
Industry Financial Services
Experience
Capital Resources and Insurance   January 1990 - Present
Sudden Money Institute  February 2008 - Present
Transamerica Financial Advisors, Inc.   1987 - Present
Financial Planning Association  2012 - 2012
Transamerica Financial Advisors, Inc.   1987 - 2012

Skills
Retirement Planning, Financial Advisory, Retirement, Investment Advisory, Wealth, Financial Planners, Wealth Management, Strategic Financial..., Securities, Estate Planning, Asset Allocation, IRAs, Investments, 401k, Savings, Asset Management, Fixed Annuities, Personal Financial..., Mutual Funds, Series 7, Investment Management, Investment Strategies, Financial Goals, Personal Finance, Wealth Management..., Portfolio Management, Series 63, Employee Benefits, Disability Insurance, Certified Financial..., Insurance, Financial Services, Roth IRA, 401k Rollovers, Series 24, Retirement Plan..., FINRA, Alternative Investments, ETFs, Series 6, Long-term Care, Pensions, College Savings Plans, Term Life Insurance, Holistic Financial..., Money, Wealth Accumulation, Small Business, Life Insurance, Asset Managment

Education
American College   2003 — 2010
MSFS, Financial Services

California State University-Long Beach   1970 — 1974
BS, Zoology

Ingrid Upton Ingrid Upton Katy, Texas Details
Ingrid Upton's Transamerica Financial Advisors, Inc. Experience 2013 - Present
Job Financial Services Representative
Industry Financial Services
Experience
American Income Life Insurance Company  July 2015 - Present
Transamerica Financial Advisors, Inc.   2013 - Present
Uptown Marketing Associates   April 2006 - Present
Self-employed  September 2004 - Present

Skills
Securities, Retirement Planning, Investments, 401k, Estate Planning, Disability Insurance, Fixed Annuities, Financial Services, Long-term Care, Retirement, Strategic Financial..., Term Life Insurance, Insurance, Long Term Care Insurance, Life Insurance, Health Insurance, Whole Life, Employee Benefits, Small Business, IRAs, Critical Illness, Financial Planning

Education
Hunter College

Bill McCauley Bill McCauley Tampa/St. Petersburg, Florida Area Details
Bill McCauley's Transamerica Financial Advisors, Inc. Experience April 2012 - Present
Job
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   April 2012 - Present

Skills
Series 7, Series 24, Series 27

Education
Babson College - Franklin W. Olin Graduate School of Business   1998 — 2002
MBA

Bentley University   1990 — 1994
Bachelor of Science, Accountancy

Gregory Gendron Gregory Gendron Bryan, Ohio Details
Gregory Gendron's Transamerica Financial Advisors, Inc. Experience February 2001 - Present
Job Regional Mgr Midwest
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   February 2001 - Present
Sky Investments, Inc., a division of Sky Bank   November 1996 - February 2001

Skills
Series 7, Mutual Funds, Securities, FINRA, Investment Advisory, Investments, Series 24, Series 65, Series 63

Education
Central Michigan University   1981 — 1986
Bachelor of Science in Business Administration, Finance

St. Charles High School   1977 — 1981

Boyd Curtis Boyd Curtis Orem, Utah Details
Boyd Curtis's Transamerica Financial Advisors, Inc. Experience January 2011 - Present
Job Transamerica Financial Advisors, Inc. in the Transamerica Financial Group as an Investment Advisor Represantative
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   January 2011 - Present

Skills
Investments, Insurance, Retirement Planning, Strategic Planning, Public Speaking, Customer Service, Team Building, Microsoft Office, Mortgage Lending, Budgets, Investment Properties, Microsoft Excel

Education
Brigham Young University   1985 — 1991
Bachelor of Arts (BA), Spanish Language and Literature

Fitzgerald Charlier Fitzgerald Charlier Indianapolis, Indiana Area Details
Fitzgerald Charlier's Transamerica Financial Advisors, Inc. Experience 2004 - Present
Job Certified Financial Planner® | President of Sherpa Financial Group
Industry Financial Services
Experience
Sherpa Financial Group   2004 - Present
Transamerica Financial Advisors, Inc.   2004 - Present
The MONY Group  1998 - 2004
Naval Avionics and Delco Electronics   1986 - 1998

Skills
Coordinated Financial..., Investment Management, Insurance Planning, Retirement Planning, Education Planning, Estate Planning, Tax Reduction Strategies, Retirement Plans, Disability Income..., Long-term Care Insurance, Retirement Specialist, Financial Planning, Wealth Management, Retirement, Strategic Financial..., Small Business, Business Planning, Finance, Personal Finance

Education
Society of Certified Retirement Financial Advisors   2005 — 2005
CRFA, Retirement Specialist

College for Financial Planning   1999 — 2002
CFP, Financial Planning

Indiana University-Purdue University at Indianapolis   1982 — 1986
BSME, Mechanical Engineering

Abel Kan Abel Kan Torrance, California Details
Abel Kan's Transamerica Financial Advisors, Inc. Experience January 2012 - Present
Job Branch Office Manager at Transamerica Financial Advisors, Inc. Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   January 2012 - Present
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   January 2012 - Present

Education
Biola University   1997 — 2000

Julius Baldueza Julius Baldueza Greater Los Angeles Area Details
Julius Baldueza's Transamerica Financial Advisors, Inc. Experience September 2014 - Present
Job Senior Technology Advisor at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   September 2014 - Present
Transamerica Financial Advisors, Inc.   July 2010 - Present

Education
California State University-Northridge   1992 — 1997
Bachelor of Business Administration (BBA), Management Information Systems, General

John Holinka ☁ John Holinka ☁ Austin, Texas Details
John Holinka ☁'s Transamerica Financial Advisors, Inc. Experience August 2014 - Present
Job Application Sales Representative, Oracle Direct
Industry Computer Software
Experience
Oracle  August 2015 - Present
Transamerica Financial Advisors, Inc.   August 2014 - Present
All Web Leads, Inc.   April 2013 - August 2014
All Web Leads, Inc.   May 2012 - April 2013
All Web Leads, Inc.   August 2011 - May 2012
PCG of Arizona   July 2010 - August 2011
Pernix Therapeutics  June 2007 - July 2010
University of Louisiana at Monroe  2006 - 2007
University of Texas at Austin  2005 - 2006
Virginia Tech  2004 - 2005

Education
Bowling Green State University   2002 — 2004
Degree: Masters of Education, Administration

Ohio Northern University   1993 — 1998
BA, Public Relations, Communications

Saint Joseph's Collegiate Institute   1989 — 1993
High School

Jim Thornburgh Jim Thornburgh Orange County, California Area Details
Jim Thornburgh's Transamerica Financial Advisors, Inc. Experience VP Advanced SalesISIS1999 - September 2014
Job Financial Services Professional
Industry Insurance
Experience
Transamerica Financial Advisors, Inc.   VP Advanced SalesISIS1999 - September 2014
Transamerica  1994 - 1999
Transamerica  1992 - 1994
Northern LIfe Insurance   1985 - 1989

Skills
Insurance, Retirement Planning, Life Insurance, Term Life Insurance, Disability Insurance, Financial Planning, Fixed Annuities, Retirement, Estate Planning, Long-term Care

Education
Boston University School of Law   1984 — 1985
LLM, Masters of Tax

Seattle University School of Law   1981 — 1984
JD, Law

University of Washington   1977 — 1981
BA, Business

Lisa Supnet Lisa Supnet San Francisco Bay Area Details
Lisa Supnet's Transamerica Financial Advisors, Inc. Experience April 2012 - Present
Job Registered Representative at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   April 2012 - Present

Skills
Securities, Strategic Financial..., Finance, Investments, Retirement Planning, Mutual Funds, Financial Analysis, Wealth Management, Retirement, Estate Planning

Education
California State University-Hayward - School of Business and Economics   2005 — 2007
Bachelor of Science, Finance Minor Economics

Dave Shroyer, CRPC Dave Shroyer, CRPC Greater Minneapolis-St. Paul Area Details
Dave Shroyer, CRPC's Transamerica Financial Advisors, Inc. Experience April 2011 - November 2011
Job Financial Services Professional, CRPC®
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2012 - Present
Transamerica Financial Advisors, Inc.   April 2011 - November 2011
Ameriprise Financial  September 2007 - May 2011

Skills
Series 7, Insurance, Retirement Planning, Finance, Financial Advisory, Retirement, Strategic Financial..., Fixed Annuities, Series 63, IRAs, Securities, 401k Rollovers, 401k, Estate Planning, Financial Planning

Education
Bethel University   2001 — 2005

Kevin Grenko Kevin Grenko Provo, Utah Area Details
Kevin Grenko's Transamerica Financial Advisors, Inc. Experience January 2012 - Present
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc. Transamerica Financial Group Division (TFG)
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   January 2012 - Present

Skills
Retirement Planning, Fixed Annuities, Strategic Financial..., Risk Management, 401k

Education
Brigham Young University   1982 — 1989

Scot Ehinger Scot Ehinger Charleston, South Carolina Area Details
Scot Ehinger's Transamerica Financial Advisors, Inc. Experience August 2013 - May 2015
Job Managing Partner at Lifetime Wealth Strategies, LLC
Industry Insurance
Experience
Lifetime Wealth Strategies, LLC   July 2015 - Present
Atlantic Coast Advisory Group   August 2013 - May 2015
Transamerica Financial Advisors, Inc.   August 2013 - May 2015
NYLIFE Securities LLC  January 2011 - August 2013
Regions Bank  2002 - 2010

Education
Clemson University   1997 — 2002
Bachelor of Science, Financial Management

Cathy Wiser Cathy Wiser Greater Los Angeles Area Details
Cathy Wiser's Transamerica Financial Advisors, Inc. Experience August 2009 - Present
Job Transamerica Financial Advisors, Inc. Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   August 2009 - Present
Interscope Pathology Medical Group - Providence Tarzana Medical Center   September 2005 - Present
Insight Health / Cardinal Health / Syncor   July 2001 - September 2005
Interscope Pathology Medical Group   January 1997 - July 2001

Education
California State University-Northridge   2006 — 2008
Bachelor of Science, Marketing and Business Administration - Focus in Supply Chain Management

Agoura High School   1969 — 1973

Derrick Lu Derrick Lu Greater Boston Area Details
Derrick Lu's Transamerica Financial Advisors, Inc. Experience February 2005 - Present
Job Financial Professional, Entrepreneur
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   February 2005 - Present
World Financial Group (WFG)   February 2005 - Present

Skills
Investments, Marketing, Entrepreneurship, Leadership, Strategic Financial..., Financial Services, Insurance, College Education..., Retirement Planning, Market Research, Financial Analysis, Financial Modeling, Life Insurance, Analysis, Competitive Analysis, Financial Planning

Education
Boston University   2002 — 2004
Master, Computer Science

South China University of Technology   1998 — 2002
BS, Computer Science

Chloe Anderson Chloe Anderson San Francisco Bay Area Details
Chloe Anderson's Transamerica Financial Advisors, Inc. Experience June 2011 - 2013
Job Freelance
Industry Entertainment
Experience
Freelance  2013 - Present
Independent Tutoring  2003 - Present
Producer / Director  2005 - Present
Epicenter Pictures   2005 - Present
nxtMODEL  March 2012 - 2013
Transamerica Financial Advisors, Inc.   June 2011 - 2013
1019 Entertainment  July 2010 - September 2010
10X Productions   2005 - 2010
Credo Magazine   2006 - 2009
Shakespeare On the Lawn Summer Stock Theater   2001 - 2009

Skills
Public Speaking, Personal Finance, Film Production, Singing, Russian, Film, Teaching, Acting, Swing Dance, Feature Films, Short Films, Film Festivals, Modeling, Entertainment, Screenwriting, Photography, Post Production, Producing, Theatre, Documentaries, Final Cut Pro, Independent Film, Creative Writing, Video, Music, Storytelling

Education
Academy of Art University   2012 — 2019
Producing for Film, Cinematography and Film/Video Production

Act One   2010 — 2010
Producing and Entertainment Executive Track

University of Denver   2006 — 2010
B.A., International Studies, Russian Language

Pskovskij Gosudarstvennyj Pedagogiceskij Institut (Herzen Pedagogical University)   2008 — 2008
Language Immersion Program, Russian Language

Danguole Pasyte Danguole Pasyte Greater New York City Area Details
Danguole Pasyte's Transamerica Financial Advisors, Inc. Experience 2011 - Present
Job Training Associate at World Financial Group (WFG)
Industry Cosmetics
Experience
Transamerica Financial Advisors, Inc.   2011 - Present
World Financial Group (WFG)   May 2010 - Present
Raymour & Flanigan  September 2009 - Present
Bergdorf-Goodman store   May 2007 - June 2008
clarins  June 2007 - May 2008
Sephora  August 2004 - June 2007
Walmart  May 2001 - July 2004

Skills
furniture, home design,..., Sales Management, Office Management, Strategic Financial..., Management, Inventory Control, Customer Service, Training, Team Leadership, Public Relations, Sales, Finance, Team Building, Leadership, Store Management, Account Management

Education
Century University   1999 — 2001
MBA, General business managements and administration

Klaipedos Universitetas   1983 — 1987
BA, theater arts

Steven Ogata Steven Ogata Greater Los Angeles Area Details
Steven Ogata's Transamerica Financial Advisors, Inc. Experience March 2006 - June 2009
Job Senior Compliance Officer at Research Affiliates, LLC
Industry Financial Services
Experience
Research Affiliates, LLC   April 2010 - Present
Research Affiliates, LLC   October 2009 - April 2010
Transamerica Financial Advisors, Inc.   March 2006 - June 2009
Financial Network Investment Corporation  January 2003 - March 2006
Financial Network Investment Corporation  August 2001 - December 2002
Financial Network Investment Corporation  September 1998 - August 2001
Associated Securities Corporation   March 1996 - August 1998

Skills
Series 7, Investment Advisory, Portfolio Management, Securities, Leadership, Asset Management, Mutual Funds, Alternative Investments, Financial Services, Equities, FINRA, Finance, Hedge Funds, Investments, Financial Advisory

Education
California State University-Fullerton, Mihaylo College of Business and Economics   1990 — 1993
BS, Business Admin - Finance

Gen Lee Gen Lee Orange County, California Area Details
Gen Lee's Transamerica Financial Advisors, Inc. Experience August 2012 - Present
Job Financial professional and entrepreneur
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   August 2012 - Present
World Financial Group (WFG)   September 2005 - Present

Skills
Strategic Financial..., Fixed Annuities, Insurance, Retirement Planning, Investments, Marketing Strategy, Strategic Planning, Securities, Financial Analysis, Customer Service, Team Leadership, Analysis

Education
University of California, Los Angeles   1993 — 1995
MA, Asian American Studies

Whittier College   1989 — 1993
BA, History

Beijing Normal University   1990 — 1991
Exchange program, Mandarin

Gus Nakhoul, PE Gus Nakhoul, PE Greater Los Angeles Area Details
Gus Nakhoul, PE's Transamerica Financial Advisors, Inc. Experience September 2007 - Present
Job Investment Advisor Representative at Transamerica Financial Advisors Inc. Transamerica Financial Group Division.
Industry Investment Management
Experience
Transamerica Financial Advisors, Inc.   September 2007 - Present
Department of Public Works  July 1989 - Present
County of Los Angeles Department of Public Works  July 1989 - Present

Skills
Analysis, Project Planning, Microsoft Office, Public Speaking, Microsoft Excel, Project Management, Strategic Planning, Construction Management, Investments, Civil Engineering, Accounting, Risk Management, 401k, Budgets, Construction, Contract Negotiation, Financial Analysis, Leadership, Contract Management, Strategic Financial..., Management, Business Development, Negotiation, Team Building, Team Leadership, Portfolio Management, Process Improvement, New Business Development, Program Management, Retirement Planning, Financial Modeling, Investment Strategies, PowerPoint, Fixed Annuities, Insurance, Retirement, Finance

Education
California State University-Fullerton   1979 — 1983
Bachelor of Applied Science (B.A.Sc.), Civil Engineering

California State University-Fullerton   1979 — 1982
BS, Civil Engineer

Cindy Knight Cindy Knight United States Details
Cindy Knight's Transamerica Financial Advisors, Inc. Experience August 2014 - Present
Job Financial Advisor at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   August 2014 - Present
Great-West Financial  May 2008 - January 2013
Great-West Financial  August 2005 - May 2008

Skills
401k, Series 63, Series 6

Education
Regis University   2004 — 2006
Master of Business Administration (MBA), Finance, General

Colorado State University   1987 — 1992
Bachelor's degree, Marketing

Samuel Chandra, PMP, CSM Samuel Chandra, PMP, CSM San Francisco Bay Area Details
Samuel Chandra, PMP, CSM's Transamerica Financial Advisors, Inc. Experience June 2009 - May 2010
Job Senior IT Portfolio and Program Manager at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial  April 2014 - Present
E*TRADE Financial  November 2013 - March 2014
E*TRADE Financial  June 2010 - November 2013
Transamerica Financial Advisors, Inc.   June 2009 - May 2010
Hewlett-Packard  January 2000 - May 2009
Hewlett-Packard  July 1997 - December 1999
Systems Solutions Group   January 1996 - July 1997
Accenture  January 1990 - December 1995

Skills
IT Strategy, Team Management, SDLC, Software Project..., SOA, Information Technology, Vendor Management, PMP, IT Management, Agile Methodologies, Agile Project Management, Program Management, Cloud Computing, Software Documentation, Enterprise Architecture, Mobile Devices, Project Portfolio..., Disaster Recovery, PMO, Business Process, Certified Scrum Master..., Security Architecture..., Process Improvement, Business Development, Microsoft Office, MS Project, VBA, Multithreaded..., Java Enterprise Edition, C++, JavaScript, Oracle

Education
California State University-East Bay
Master of Science (MS), Computer Science

Institute for Management Education and Development, Indonesia
Diploma Business Administration, Finance, Business Administration and Management

Bandung Institute of Technology, Indonesia.
Bachelor of Science (BS), Mechanical Engineering

Eric Zerull Eric Zerull Phoenix, Arizona Area Details
Eric Zerull's Transamerica Financial Advisors, Inc. Experience August 2009 - January 2010
Job IT Consultant at Avanade
Industry Information Technology and Services
Experience
Avanade  September 2014 - Present
USAA  September 2010 - March 2013
USAA  September 2010 - March 2013
Transamerica Financial Advisors, Inc.   August 2009 - January 2010
Independent Capital Management  February 2009 - July 2009
BBVA Compass  April 2005 - April 2008

Skills
Finance, Financial Advisory, Investments, Retirement, Series 7, Securities, Fixed Annuities, Life Insurance, Insurance, Business Analysis, ASP.NET, HTML5, JavaScript, Web Development, Windows Azure, C#, Java

Education
Arizona State University   2004 — 2008
Bachelor in Science, Economics

Arizona State University   2004 — 2008
Bachelor's degree, Economics

Randle Jesse Mariano Randle Jesse Mariano Greater Denver Area Details
Randle Jesse Mariano's Transamerica Financial Advisors, Inc. Experience April 2012 - October 2012
Job Member Board of Advisors at Epic Experience
Industry Mechanical or Industrial Engineering
Experience
Epic Experience   October 2014 - Present
Willbros Group, Inc.   February 2014 - August 2015
URS Corporation  May 2012 - February 2014
Transamerica Financial Advisors, Inc.   April 2012 - October 2012
The walking company  March 2010 - April 2012
Ritz Camera & Image  April 2004 - November 2009
MotoPhoto  January 2000 - April 2004

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Solidworks, Customer Service, AutoCAD, Teamwork, Matlab, Sales, Time Management, CADWorx, Databases, Adobe Creative Suite

Education
Colorado Technical University   2011 — 2013
Currently Enrolled in Project Management

Metropolitan State University of Denver   2009 — 2012
Studied Mechanical Engineering Technology

Arapahoe Community College   2005 — 2009
Studied Mechanical Engineering Technology

Regis Jesuit High School   2000 — 2004

Kerryl Johnson Kerryl Johnson Madison, Wisconsin Area Details
Kerryl Johnson's Transamerica Financial Advisors, Inc. Experience January 2013 - August 2013
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  August 2013 - Present
Kaplan Financial Education   October 2007 - Present
Transamerica Financial Advisors, Inc.   January 2013 - August 2013
WFG World Group Securities  2007 - 2012

Skills
401k Rollovers, Asset Allocation, Financial Advisory, Fixed Income Strategies, Life Insurance, Series 6, Investments, Estate Planning, Retirement Planning, Retirement, Portfolio Management, Fixed Annuities

Education
USC   2010 — 2012
Masters of Arts, Education

Cornell University   1984 — 1989
Bachelor of Science, General Studies

Todd Yuba, CFA, CPA Todd Yuba, CFA, CPA Greater Los Angeles Area Details
Todd Yuba, CFA, CPA's Transamerica Financial Advisors, Inc. Experience 1997 - 2000
Job Controller at California Community Foundation
Industry Philanthropy
Experience
California Community Foundation  July 2014 - Present
PBGC  January 2011 - July 2014
Landmark Land Co., Inc.   July 2000 - January 2011
Transamerica Financial Advisors, Inc.   1997 - 2000
Capital Group  1994 - 1997
EY  1992 - 1994

Skills
Investments, Asset Managment, Valuation, Financial Modeling, Financial Analysis, Accounting, Asset Management, Finance, Financial Reporting, Internal Controls, Financial Accounting, GAAP, Auditing

Education
University of Southern California
Bachelor of Science (BS), Accounting

California State University-Fullerton
Master of Arts (MA), Economics

Brandon Sheard Brandon Sheard Greater Denver Area Details
Brandon Sheard's Transamerica Financial Advisors, Inc. Experience 2012 - April 2013
Job Financial Foundation Associate Property & Casualty Insurance at USAA
Industry Financial Services
Experience
USAA  May 2013 - Present
US Army Reserves  June 2010 - Present
Transamerica Financial Advisors, Inc.   2012 - April 2013
Safeway  August 2010 - September 2012
US Army  November 2009 - April 2010
US ARMY  May 2008 - November 2009
Access Computer Products Inc   2005 - 2006
The Church of Jesus Christ of Latter-Day Saints  2001 - 2003

Skills
Microsoft Office, PowerPoint, Research, Teaching, Military, Army, Security Clearance, Leadership, Command, Military Operations, Leadership Development, DoD, Military Experience, Team Building, Team Leadership, Government, Public Speaking, Operations Management, Training, Customer Service, Supply Chain Management, Retail, Auditing, Payroll, Schedules, Logistics, Data Analysis, Licensed Life Insurance..., Life Insurance, Fixed Annuities

Education
Colorado State University   1999 — 2006
Business Administration, Business Administration

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Polly White Polly White Tampa/St. Petersburg, Florida Area Details
Polly White's Transamerica Financial Advisors, Inc. Experience November 2013 - Present
Job Retirement Solutions Customer Contact Center at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   November 2013 - Present
PSCU  June 2010 - August 2013
Broder Bros., Co.   March 2005 - October 2008

Skills
Call Center, Credit Cards, Outlook, Customer Service, Credit, Call Centers, Customer Experience, Project Management, Coaching, Training, Contact Centers, Technical Support

Education
Central Florida Institute   2005 — 2005
Certificate, Accredited Claims Adjuster

Washington College   1980 — 1984
Bachelor of Arts (B.A.), American Studies

Janice Daniels Janice Daniels Portland, Oregon Area Details
Janice Daniels's Transamerica Financial Advisors, Inc. Experience November 2011 - October 2013
Job Financial Representative at COUNTRY Financial®
Industry Financial Services
Experience
COUNTRY Financial®  July 2014 - Present
Transamerica Financial Advisors, Inc.   November 2011 - October 2013
Liberty Tax Service  January 2012 - April 2013
Edward Jones  April 2011 - July 2011
H&R Block  January 2011 - April 2011
Oregon Republican Party  December 2009 - January 2010
Portland Community College - Rock Creek   November 2008 - June 2009
Equity Group Realtors   March 1993 - March 1994
Century 21 Champions   April 1991 - March 1993
Apple  February 1987 - February 1991

Skills
Retirement Planning, Life Insurance, Fixed Annuities, Disability Insurance, Retirement, Sales, Mutual Funds, IRAs, Financial Services, Long Term Care Insurance, Commercial Insurance, Annuities, Auto Insurance, Homeowners Insurance, Education Funding, Investment Solutions, Disability Income..., Farm and Ranch Insurance, Horse Insurance, Renter's Insurance, Pet Insurance

Education
San Jose State University   1985 — 1986
MBA Program

California Polytechnic State University-San Luis Obispo   1978 — 1983
Bachelor's degree, Political Science

Homestead High School, cupertino, CA

Homestead High School, cupertino, CA

Ruby Williams Ruby Williams Calumet City, Illinois Details
Ruby Williams's Transamerica Financial Advisors, Inc. Experience January 2013 - Present
Job Financial Advisor at Transamerica Premier Insurance
Industry Insurance
Experience
Transamerica Premier Insurance   November 2013 - Present
Transamerica Financial Advisors, Inc.   January 2013 - Present

Skills
Team Building, Employee Benefits, Strategic Planning, Small Business, Insurance, Customer Service, Life Insurance, Sales, Fixed Annuities, Marketing

Education
Baker College Center for Graduate Studies   2000 — 2003
Bachelors, Human Resources

Grace Cheng Zhang Grace Cheng Zhang Rockville, Maryland Details
Grace Cheng Zhang's Transamerica Financial Advisors, Inc. Experience August 2012 - September 2012
Job Data Analyst
Industry Marketing and Advertising
Experience
DataLab USA  July 2015 - Present
Georgetown University's McDonough School of Business  January 2014 - Present
Transamerica Financial Advisors, Inc.   August 2012 - September 2012
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD   June 2011 - August 2011
Student Tutorship   June 2010 - May 2011
Baja Sol   October 2009 - December 2010
Beijing International Studies University  September 2008 - June 2009

Skills
R, Microsoft Office, Analysis, Java, Stata, Adobe Acrobat, SAS, Matlab, Data Analysis, Statistics, Statistical Data..., Quantitative Research, Statistical Modeling, Research, Microsoft Excel, PowerPoint, Econometrics, Microsoft Word, Python, Bloomberg Terminal, Microsoft SQL Server

Education
Georgetown University   2013 — 2015
Master of Science (MS), Mathematics and Statistics, 3.78/4.00

University of Minnesota-Twin Cities   2009 — 2013
Bachelor of Science (B.S.), Economics; Mathematics, Actuarial Science, 3.56/4.00

Beijing International Studies University   2008 — 2009
Finance, Transfer Credit: 16.80

Al Bruce Al Bruce Greater Boston Area Details
Al Bruce's Transamerica Financial Advisors, Inc. Experience January 2012 - Present
Job Senior Marketing Director at Transamerica Financial Advisors Group
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   January 2012 - Present
World Financial Group (WFG)   March 2001 - May 2011
Union Local 481   June 2007 - August 2010
Union Local 80 Studio Grip   August 1996 - May 2008

Skills
Series 6, Series 63, Series 65, Series 24, Mass. Realtor, MA Notary Public, MA Life Insurance Agent, CA Life Insurance Agent, Video, Film, Camera, Marketing, Retirement, Small Business, Financial Services, Retirement Planning, Fixed Annuities, 401k, Mutual Funds, Wealth, Long-term Care, Wealth Management, Public Speaking, Customer Service, Strategic Planning

Education
Southern New Hampshire University
Bachelor's Degree, Business Marketing/Entrepreneurship

North Shore Community College   2012 — 2014
Associate's Degree, Business, Management, Marketing, and Related Support Services

North Shore Community College   2011 — 2012
Business, Marketing

Santa Monica College   2001 — 2002

College of the Canyons   1986 — 1987
Naah, Computer Science

Crespi Carmelite High School   1982 — 1986

Stephanie Warywoda Stephanie Warywoda Des Moines, Iowa Area Details
Stephanie Warywoda's Transamerica Financial Advisors, Inc. Experience January 2005 - July 2006
Job Compliance Advisor
Industry Financial Services
Experience
Principal Financial Group  April 2015 - Present
ING  April 2012 - Present
Voya Financial  August 2013 - April 2015
Cetera Financial Group  February 2010 - August 2011
ING Advisors Network  July 2007 - February 2010
DeWaay Financial Network  July 2006 - July 2007
Transamerica Financial Advisors, Inc.   January 2005 - July 2006
Principal Financial Group  February 2003 - December 2004
Principal Financial Group  June 2000 - February 2003
Principal Financial Group  March 1999 - June 2000

Skills
Supervisory Skills, Series 24, Series 7, Securities, Series 63, Mutual Funds, Risk Management, FINRA, Uniform Combined State..., Financial Services, 401k, Investments

Education
Cornell College   1990 — 1994
Bachelor of Arts (B.A.), International Business

Maxwell Urquhart Maxwell Urquhart Denver, Colorado Details
Maxwell Urquhart's Transamerica Financial Advisors, Inc. Experience August 2011 - Present
Job Student at Virginia Polytechnic Institute and State University Pamplin College of Business
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   August 2011 - Present
Coalition  2006 - 2011

Education
Virginia Polytechnic Institute and State University - Pamplin College of Business   2006 — 2011

Choate Rosemary Hall   2003 — 2006
High School

Dana Leininger Dana Leininger Fort Wayne, Indiana Area Details
Dana Leininger's Transamerica Financial Advisors, Inc. Experience April 2012 - Present
Job Independent Financial Services Professional
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   April 2012 - Present
New York Life Insurance Company  November 2004 - March 2011

Education
Ball State University
Cambridge International, MBA Management and Operations

Ronni Luvnlife.Ronni Ronni Luvnlife.Ronni Greater Los Angeles Area Details
Ronni Luvnlife.Ronni's Transamerica Financial Advisors, Inc. Experience August 2009 - Present
Job Agent Revolution Financial Management
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   August 2009 - Present
Somis School   August 2005 - June 2009

Education
Azusa Pacific University   2005 — 2006
Masters, Physical Education

Andrea (Andrea Beauchamp) Huebbe, CFP® Andrea (Andrea Beauchamp) Huebbe, CFP® Davenport, Iowa Area Details
Andrea (Andrea Beauchamp) Huebbe, CFP®'s Transamerica Financial Advisors, Inc. Experience January 2000 - February 2003
Job LPL Financial Advisor & Sales Assistant at Bettendorf Financial Group
Industry Financial Services
Experience
Bettendorf Financial Group   March 2003 - Present
Transamerica Financial Advisors, Inc.   January 2000 - February 2003
Life Investors Financial Group, Inc.   October 1998 - May 2000

Skills
CERTIFIED FINANCIAL..., FINRA Series 7, 63 & 24, Life Insurance, Personal Financial..., Investments, Retirement Planning

Education
Ashford University   2009 — 2011
Bachelor's degree, Accounting and Finance

Clinton Byrd Clinton Byrd Greater New York City Area Details
Clinton Byrd's Transamerica Financial Advisors, Inc. Experience August 2013 - April 2014
Job Challenges are opportunities to overcome and evolve.
Industry Telecommunications
Experience
Private International Firm   September 2014 - May 2015
Transamerica Financial Advisors, Inc.   August 2013 - April 2014
Self-Employed  January 2010 - January 2014
Société Générale   June 2005 - November 2005
City College of New York  June 2004 - March 2005
NASA - National Aeronautics and Space Administration  June 2001 - May 2004

Skills
Telecommunications, Mobile Devices, Networking, Wireless, Troubleshooting, Mobile Technology, Cold Calling, Leadership, Customer Retention, Product Management, Sales, Microsoft Exchange, VPN, Product Marketing, Competitive Analysis, CRM, Customer Experience, Direct Sales, Solution Selling, Team Leadership, Mobile Communications, Mobile Marketing, Retail Sales, Technical Support, Microsoft Office, Sales Presentations, Software Installation, Computer Hardware, Business to Business..., Marketing Presentation, Sales Presentation, Small Business sales, Brand Ambassador, Business presentations, Information Technology, Marketing Strategy, Cross-functional Team...

Education
2004-2005New Horizons Computer Learning Center (Technical School)   2004 — 2005
2004Bachelors of Business Administration

Baruch College, City University of New York (CUNY)   2000 — 2004
Bachelor's degree

Gina Shaughnessy Gina Shaughnessy Eden Prairie, Minnesota Details
Gina Shaughnessy's Transamerica Financial Advisors, Inc. Experience June 2006 - December 2007
Job Regional Advertising Representative at Liturgical Publications
Industry Information Technology and Services
Experience
Liturgical Publications  February 2008 - Present
Transamerica Financial Advisors, Inc.   June 2006 - December 2007
Allianz Life  May 2003 - June 2006

Education
College of St. Benedict   1986 — 1990
Bachelor's degree, Business, Management, Marketing, and Related Support Services

Ivan Dennis Ivan Dennis North Charleston, South Carolina Details
Ivan Dennis's Transamerica Financial Advisors, Inc. Experience January 1967 - January 1977
Job concultant
Industry Construction
Experience
Self-employed  in Steel Construction Industryfor Genunine Parts CoJanuary 1983 - January 2003
Transamerica Financial Advisors, Inc.   January 1967 - January 1977

Education
Charleston Southern University   1966 — 1968
BS, Mathematics

Steven Hilbert Steven Hilbert Piedmont, South Carolina Details
Steven Hilbert's Transamerica Financial Advisors, Inc. Experience June 2012 - Present
Job Investment Advisor Representative
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   June 2012 - Present
Greenville County Schools  October 2008 - Present
First American National Securities   May 1978 - August 1988

Skills
Creative Writing..., Fly Fishing, Public Speaking

Education
Clemson University   1992 — 1998
Master of Education (MEd), English/Language Arts Teacher Education

Bob Jones University   1973 — 1988
Bachelor of Science (BS), English Education and Teaching, Senior High

Donald Frick Donald Frick Newberg, Oregon Details
Donald Frick's Transamerica Financial Advisors, Inc. Experience August 2014 - Present
Job Associate at Transamerica Financial Advisors, Inc.
Industry Insurance
Experience
Transamerica Financial Advisors, Inc.   August 2014 - Present

Education
Chemeketa Community College   2011 — 2014
Associate's Degree, Accounting

Chad Burns Chad Burns San Ramon, California Details
Chad Burns's Transamerica Financial Advisors, Inc. Experience January 1994 - Present
Job Financial Advisor at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   January 1994 - Present

Skills
Fixed Annuities, Roth IRA, Licensed Life & Health..., 401k Rollovers, General Securities..., Personal Financial..., IRAs, SEP IRA, Variable Annuities, Term Life Insurance, 401k, Solo 401k, Mutual Funds, Tax Free Income, Universal Life, sales, Customer Service, Life Insurance

Education
California State University-Sacramento

Chabot College
Associate's Degree

University of Phoenix
Bachelor's Degree, Business Management

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