Transamerica Financial Advisors, Inc., Transamerica Financial Group Division

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Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Employees

Employee
Years
Job
Industry
Bryan Truex Bryan Truex Dallas/Fort Worth Area Details
Bryan Truex's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience July 2014 - Present
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   July 2014 - Present

Education
Amberton University   2001 — 2004
MBA, Strategic Leadership

The George Washington University - School of Business   1993 — 1996
MS, Information Systems

Harding University   1986 — 1988
BBA, Acccounting

Ohio Valley College   1983 — 1985
A.A., Business

Amber Reed Amber Reed Greater Los Angeles Area Details
Amber Reed's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience September 2012 - Present
Job Financial Coach ♦ Financial Professional
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   September 2012 - Present
Revolution Financial Management  June 2012 - Present

Education
New York University   2006 — 2008
MPS

University of California, Irvine   2001 — 2006
BS

Ladislao Jorge Kalmar Ladislao Jorge Kalmar Temecula, California Details
Ladislao Jorge Kalmar's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience January 2012 - Present
Job Independent Financial Services Professional
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   January 2012 - Present
Investment Advisors International, Inc.   March 2010 - December 2011
World Group Securities  June 2006 - December 2011
General Atomics  January 1999 - October 2006
Operaciones Especiales Argentinas   1985 - 1997

Education
University of Redlands   2003 — 2005
MBA

The Institute of Economic and Political Studies - Cambridge   2004 — 2004
Economics

University of Phoenix   2001 — 2003
BSBA

Tonya White Tonya White San Francisco Bay Area Details
Tonya White's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience April 2012 - Present
Job Investment Advisor Representative
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   April 2012 - Present
World Financial Group (WFG)   December 2011 - Present
Insphere Insurance Solutions  February 2010 - January 2012
Networld Communications  October 1998 - November 2001
Zacson Corporation  January 1997 - October 1998
Veriflo Corporation   September 1994 - October 1996
Paragon Cable  January 1991 - August 1994

Skills
IRAs, Retirement Planning, Investments, Disability Insurance, Annuities, Life Insurance, Long Term Care, Social Security Planning

Education
College of Financial Planning   2014 — 2015
Chartered Retirement Planning Counselor

John F. Kennedy University   1997 — 1999
MBA, Business Administration

University of Oregon   1985 — 1990
B.A., Business Administration and International Studies

Suzy Giorgio Suzy Giorgio Greater Los Angeles Area Details
Suzy Giorgio's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience January 2012 - Present
Job Senior Marketing Director at Revolution Financial Management, Transamerica Financial Group Division
Industry Financial Services
Experience
Revolution Financial Management  July 2013 - Present
WFG  June 2013 - Present
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   January 2012 - Present
Kaiser Permanente  August 2003 - March 2013
CytoMend   January 2002 - June 2005
White Memorial Medical Center  1999 - 2001
St. Vincents Medical Center  1986 - 1999

Education
Los Angeles Valley College   1900 — 2000

Los Angeles City College   1979 — 1981
Associate of Arts (AA), Registered Nursing/Registered Nurse

Birmingham High School   1900 — 1900
hs diploma, sciences

April Ethridge-Caldwell, MBA April Ethridge-Caldwell, MBA Jacksonville, Florida Area Details
April Ethridge-Caldwell, MBA's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience January 2011 - Present
Job Registered Representative @ Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   January 2011 - Present
World Financial Group (WFG)   2009 - Present
Shades of Pink Magazine   January 2014 - Present
Franklin University  May 2007 - August 2008
Talx  May 2006 - June 2008
Wachovia  January 1996 - April 2004
US Army  April 2002 - April 2003

Education
Franklin University   2007 — 2008
MBA, Human Resources

Franklin University   2004 — 2007
BS, Business

Florida Community College at Jacksonville   1995 — 2004
A.A.

University of North Florida   1995 — 2002

Sarah Frenczak, MBA Sarah Frenczak, MBA San Francisco, California Details
Sarah Frenczak, MBA's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience December 2011 - April 2014
Job Branch Manager at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   March 2014 - Present
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   December 2011 - April 2014
Allstate Financial  January 2009 - December 2011
Allstate Financial  2009 - December 2011
Emerson Equity   2004 - 2007

Skills
Leadership Development, Hands-on Training, Business Strategy, Mentoring, Wealth Management, Financial Planners, Retirement, Financial Analysis, Strategic Planning, Risk Management, Portfolio Management, Employee Benefits, Term Life Insurance, Strategy, Budgets, Analysis, Training, IRAs, Investment Advisory, Asset Allocation, Long Term Care Insurance, FINRA

Education
San Francisco State University, College of Business   2003 — 2005
MBA, Business, Econ and Finance

University of California, Los Angeles   1991 — 1995
BA, Art History, Ethnic Studies

Mater Dei   1986 — 1990
Bachelor of Arts (B.A.), Art Histort and Ethnic Studies

Kevin B Howard Kevin B Howard Greater Los Angeles Area Details
Kevin B Howard's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience October 2014 - Present
Job Registered Representative, Transamerica Financial Advisors, Inc Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   October 2014 - Present
ING Financial Advisors  March 2007 - September 2012

Skills
Wealth Strategies, Investments, Securities, ETFs, Equities, Stocks, Mutual Funds, Indexed Annuities, Fixed Annuities, Finance, Insurance, Long Term Care Insurance, Relationship Management, Public Speaking, Leadership, Variable Annuities, Series 7, Series 63

Education
California State University-Fullerton
BA

University of Oregon

Kristeen Khountham Kristeen Khountham Jacksonville, Florida Details
Kristeen Khountham's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience November 2007 - Present
Job Registered Representative
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   November 2007 - Present

Skills
Management, Strategic Planning, Sales, Microsoft Excel, Investments, Microsoft Office, Leadership, Financial Analysis, Finance, Insurance

Education
University of Phoenix   2005 — 2007
Master of Business Administration (M.B.A.)

Minnesota State University, Mankato   1987 — 1991
Bachelor of Science (BS), Business Administration, Management and Operations

Payam Homapour Payam Homapour Greater Los Angeles Area Details
Payam Homapour's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience January 2012 - Present
Job CFE Certified Financial Educator ® at Heartland Institute of Financial Education
Industry Financial Services
Experience
Heartland Institute of Financial Education  September 2012 - Present
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   January 2012 - Present
World Financial Group (WFG)   August 2003 - Present

Skills
Estate Preservation, Investment Strategies, Qualified Retirement..., 401k Rollovers, Life Insurance, Disability Insurance, Long Term Care Insurance, College Savings Plans, Business Strategy, Buy-sell Agreements, Exit Strategies, Business Continuity, Profit Sharing, Simple IRA, Annuities, Wealth A, Debt Management

Education
California State University-Northridge
Business, Finance

Cortney (Petrini) Moore Cortney (Petrini) Moore Fort Collins, Colorado Details
Cortney (Petrini) Moore's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience June 2014 - Present
Job at Transamerica Financial Advisors, Inc. Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   June 2014 - Present
World Financial Group (WFG)   October 2012 - June 2014
Fort Collins Nursery  March 2011 - January 2014
Tahoe Outdoor Living   April 2008 - October 2010
Heavenly Mountain Resort  November 2007 - April 2008
Electric City Conservatory/Flower Farm   January 2004 - November 2007

Skills
Financial Services, Permanent Life Insurance, Long Term Care Insurance, Term Life Insurance, IRAs, 401k, Mutual Funds, Annuity Sales, Financial Strategy, Organization &..., Training, Management, Employee Training, Presentation Development

Education
Montana State University-Bozeman   1997 — 2001
Bachelor's degree, Applied Horticulture/Horticulture Operations, General

University of Montana   1995 — 1996

Guillermo M. Milord Guillermo M. Milord Cincinnati, Ohio Details
Guillermo M. Milord's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience March 2001 - Present
Job Investment Advisor Representative
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. - Transamerica Financial Group Division   March 2001 - Present

Skills
Insurance, Retirement Planning, Annuities, IRA's, 401k, Wealth Management, Mutual Funds, Fixed Annuities, Financial Planners, IRAs, Strategic Financial..., Securities, Retirement, Financial Advisory, Investments, Small Business, Investment Advisory, Wealth, Estate Planning, Financial Services, Series 63, FINRA

Education
Bowling Green State University   1996 — 2000
International Business

Barbara Tyson Barbara Tyson Greater Denver Area Details
Barbara Tyson's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience January 2013 - Present
Job Investment Advisor Representative, Transamerica Financial Advisors, Inc. Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   January 2013 - Present
Centura Health  October 2011 - Present
Centura Health  2003 - 2011
Centura Health  1997 - 2003
Kettering College of Medical Arts  1981 - 1994

Skills
Nursing Education, Healthcare Management, Nursing, Healthcare, Physician Relations, Meditech, Leadership, ACLS, Training, Process Improvement, Team Leadership, Financial Services, Licensed Life & Health..., Long Term Care Insurance, Annuity Sales, Retirement Planning

Education
Kaplan University   2009 — 2012
M.B.A., Business Administration

Wright State University   1984 — 1986
M.S.N., Nursing Education

Southern Adventist University   1976 — 1981
B.S.N., Nursing

Nini Efia Yang Nini Efia Yang Mountain View, California Details
Nini Efia Yang's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience November 2011 - Present
Job Transamerica Financial Advisors, Inc,,Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   November 2011 - Present
Nini's Epiphany Makeup and Hair   December 2009 - Present
UC Davis Medical Center  October 2009 - January 2010

Skills
Event Planning, Strategic Planning, Social Networking, Teaching, Financial Analysis, Social Media, Mandarin, Leadership, Finance, Public Speaking, Time Management, Customer Service, Data Analysis, Coaching, Entrepreneurship, Makeup Artistry, PowerPoint, Marketing, Research, Healthcare, Financial Services, Inspiration

Education
University of California, Davis   2006 — 2011
B.S

Lynbrook High School   2003 — 2006

Meileh Burns Meileh Burns Greater Los Angeles Area Details
Meileh Burns's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience October 2007 - Present
Job Regional Director, Design at Ricoh
Industry Financial Services
Experience
Ricoh Americas Corporation  January 2012 - Present
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   October 2007 - Present
Intersolv  January 1997 - January 2005
INROADS  1992 - 1995
Transamerica Life Insurance Company  1992 - 1995
William M Mercer  1991 - 1991

Skills
Strategic Financial..., Retirement Planning, Insurance, Financial Analysis, Leadership, Investments, Wealth Management, Small Business, Retirement, Business Planning, Strategic Planning, Start-ups, Fixed Annuities, Asset Management, 401k, Investment Advisory, Financial Advisory, Loans, Credit, Mutual Funds, Series 7, Mergers & Acquisitions, Securities, Investment Strategies, Asset Allocation, Real Estate

Education
Landmark Education   2006 — 2008

University of California, Los Angeles   1991 — 1995
Bachelor of Applied Science (BASc), Mathematics and Actuarial Science

David Kreider David Kreider Greater San Diego Area Details
David Kreider's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division 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. Transamerica Financial Group Division   January 2012 - Present

Skills
Investments, Wealth Management, Mutual Funds, Strategic Financial..., Retirement Planning, Insurance, Financial Services

Education
University of Arizona   1964 — 1965
Master's Degree, Education

Northwestern University   1960 — 1964
Bachelor of Applied Science (B.A.Sc.), Education

Sterling Township High School   1956 — 1960
Diploma

Allison Ferguson Allison Ferguson Laguna Hills, California Details
Allison Ferguson's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience March 2003 - Present
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc. Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   March 2003 - Present
Spectrum Clubs  September 1998 - September 2003

Skills
Insurance, Coaching, Team Building, Public Speaking, Health

Education
University of California, Irvine   1994 — 1998
BA,MA, Art History, Counseling Psychology

Paul Monax Paul Monax Greater Denver Area Details
Paul Monax's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience December 2014 - Present
Job Leader Builder ✦ Recruiter ✦ Coach ✦ Trainer ✦ Consultant ✦ Financial Strategist ✦ Speaker ✦ Author
Industry Professional Training & Coaching
Experience
Transamerica Financial Advisors, Inc. - Transamerica Financial Group Division   December 2014 - Present
The Business Leak Detector   August 2012 - Present
Monax Properties, LLC   November 1999 - Present
Peak Potentials Training  2011 - 2013
Object Designs, LLC   January 2005 - 2012
Comcast Media Center  February 2010 - January 2011
Policy Studies  November 2009 - January 2010
RTD  January 2008 - June 2009
MP Realty   April 2004 - December 2008
Comcast Media Center  January 2008 - January 2008

Skills
Agile Methodologies, Web Services, Enterprise Software, Scrum, Databases, Small Business, Entrepreneurship, Java, Start-ups, Strategy, Business Coaching, Business Process, Enterprise Architecture, Consulting, Management, Entrepreneurship..., Mentoring, Small Business..., Successful Business..., Business Skills, Business Profitability, Business Education, Profit Maximization, Software Development, Strategic Planning, Business Relationship...

Education
California Polytechnic State University-San Luis Obispo   1990 — 1994
Computer Science

Peak Potentials   2009 — 2015

Keys to the Vault - Keith Cunningham

Simple Wealth - Greg Habstritt

The Simple System - James Roche & Tony Tiefenbach   2013 — 2013

Powerteam International - Bill Walsh

Internet Alchemy - Jeff Walker

San Marcos High   1983 — 1987

Matthew Gotto Matthew Gotto Madison, Wisconsin Area Details
Matthew Gotto's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience January 2009 - Present
Job Field Trainer, Educator, Leadership Team, Office Expansion Director
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   January 2009 - Present
Kerr Corporation  June 2009 - January 2012
Research Products Corporation  2007 - 2009
Briggs & Stratton  2001 - 2007
Generac Power Systems  1995 - 2001

Skills
Sales Management, Product Development, Product Marketing, Product Strategy, Product Launches, Financial Planning, Retirement Planning, Retirement Income..., Retirement Solutions, 401k Rollovers, 401k, Roth IRA, Simple IRA, Retirement Plan..., Retirement Plans, Financial Advisory, Investment Strategies, Investment Advisory, Insurance Planning, Insurance, Product Management, Leadership, Sales, Investments, Strategic Financial..., Product Launch, Training, Business Planning, Strategy, Management, Retirement, Forecasting, Sales Operations, Financial Planners, Strategic Planning, Marketing, Entrepreneurship

Education
University of Wisconsin-Madison - School of Business   2005 — 2005
Mid-Level Management Certificate, Executive Education Program

Cardinal Stritch University   2002 — 2005
Masters, Business Administration

University of Wisconsin-Madison - School of Business   2004 — 2004
Project Management Certificate, Executive Education Program

University of Wisconsin-Platteville   1989 — 1994
BS, Operations Management

Tim Koenning Tim Koenning Greater Atlanta Area Details
Tim Koenning's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience January 2012 - Present
Job
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   January 2012 - Present
Investment Advisors International, Inc.   August 2010 - January 2012
Genesis Financial Partners   January 2010 - August 2010
Magnolia Financial Advisors, LLC   July 2005 - December 2009
American Wealth Management  December 1996 - December 2009
Raymond James  July 1994 - December 1996
Prudential Financial  June 1992 - July 1994
The Bear Stearns Companies, Inc.   August 1989 - June 1992
Sherwood Capital, Inc.   December 1986 - July 1989

Skills
Retirement Planning, Retirement, Fixed Annuities, Wealth Management, Investment Advisory, Investments, Financial Services, Mutual Funds, IRAs, Series 7, Series 63, Financial Advisory, 401k Rollovers, Securities, 401k, FINRA, Small Business, Life Insurance, Investment Strategies, Insurance, Roth IRA, Wealth, Long-term Care, Term Life Insurance, Leadership, Employee Benefits, Series 6, Pensions, Variable Annuities, Personal Finance, Wealth Accumulation, Variable Products, Long Term Care Insurance, Bonds, Disability Insurance, Finance, ETFs, Asset Allocation, Variable Life, Build 401k, Team Building, Team Leadership, Retirement Plan..., Retirement Income..., Retirement Solutions, Third Party Money..., Equity Indexed Annuities, Universal Life, Fee Based Accounts

Education
Georgia State University - J. Mack Robinson College of Business   1984 — 1986
BBA

Emory University   1982 — 1984
AA

Hialeah Miami Lakes Senior High   1979 — 1982
High School Diploma

Penney Ooi Penney Ooi Pleasanton, California Details
Penney Ooi's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience January 1994 - Present
Job Senior Executive Vice Chairman at World Financial Group
Industry Financial Services
Experience
World Financial Group (WFG)   July 2014 - Present
World Financial Group (WFG)   January 2010 - Present
World Financial Group (WFG)   January 2011 - Present
World Financial Group Foundation   January 2011 - Present
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   January 1994 - Present
Transamerica Financial Advisors, Inc.   January 2012 - Present
Transamerica Financial Advisors, Inc.   January 2013 - Present
World Financial Group (WFG)   January 1994 - July 2014

Skills
Personal Financial..., Public Speaking, Customer Service, Inspiration, Training, Leadership, Financial Advisory, Financial Planners, Investment Advisory, Finance, Investments, Securities, Insurance, FINRA, Mutual Funds, Retirement Planning, IRAs, Financial Planning, Retirement, Fixed Annuities, Wealth Management, 401k, Strategic Financial...

Education
Southern Illinois University, Carbondale   1988 — 1990
Bachelor's degree, Finance

Jeff Bunderson Jeff Bunderson Clearfield, Utah Details
Jeff Bunderson's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division 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., Transamerica Financial Group Division   January 2012 - Present
RMF Productions   2000 - Present
Investment Advisors International  2007 - December 2011

Skills
Small Business, Series 63, General Securities..., Licensed Life Insurance..., Japanese to English..., Investment Advisor...

Education
Utah State University   1988 — 1990
MBA, International Management

Brigham Young University   1986 — 1988
BA, Japanese Language and Literature

Becki Logsdon Becki Logsdon Greater Denver Area Details
Becki Logsdon's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience August 2014 - Present
Job Registered Representative at Transamerica Financial Advisors, Inc. Transamerica Financial Group Division
Industry Accounting
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   August 2014 - Present
Back in Black Accounting LLC   January 2008 - Present
StepWise Utility Advisors   April 2009 - April 2012

Skills
Accounting, Accounts Receivable, Accounts Payable, Small Business, Budgets, Bookkeeping, Payroll, General Ledger, GAAP, Finance, Data Analysis, Cost Accounting, Managerial Finance, QuickBooks, Small Business..., Account Reconciliation, Access, Financial Statements, Journal Entries, Cash Flow, Nonprofits, Microsoft Excel, Fixed Assets, Cash Flow Forecasting, Sales Tax, Tax Accounting, Business Process..., Preparation, Budget, Bank Reconciliation, Payroll Taxes, Balance, Expenses

Education
Metropolitan State College of Denver   1991 — 1993
Bachelor's Degree, Finance

Canon City High School   1985 — 1988
High School

Anthon Cooley, Jr. Anthon Cooley, Jr. San Antonio, Texas Area Details
Anthon Cooley, Jr.'s Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience 2014 - Present
Job Investment Advisor Representative with Transamerica Financial Advisors, Inc. Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   2014 - Present
Wells Fargo Bank, N.A.   2009 - 2013
Wachovia, A Wells Fargo Company  2006 - 2009
Broadway National Bank  2000 - 2006
RailTex, Inc.   1989 - 1999
Arthur Andersen & Co.   1987 - 1989

Education
Texas State University
B.B.A.

Michael Neeley Michael Neeley Greater Los Angeles Area Details
Michael Neeley's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience September 2015 - Present
Job Registered Representative at Transamerica Financial Advisors, Inc. Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   September 2015 - Present
U.S. Bank   October 2009 - September 2015

Skills
Public Speaking, Strategic Financial..., Customer Service, Microsoft Excel, Sales, Leadership, Leadership Development, Marketing, Event Planning, Strategic Planning, Team Building, Fundraising, Social Networking, Nonprofits, Time Management

Education
Azusa Pacific University   2006 — 2008
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services

Citrus College   2003 — 2006
Associate of Arts (A.A.), Commercial Music

Anna Chang Anna Chang Greater Seattle Area Details
Anna Chang's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience May 2012 - Present
Job Financial Professional helping families to reach financial independence
Industry Financial Services
Experience
World Financial Group  November 2014 - Present
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   May 2012 - Present
University of Washington  August 1997 - September 2013
NorthwestNet   July 1995 - July 1997

Education
Seattle University   1992 — 1995
B.S. in Electrical Engineering, summa cum laude

Pat McArdle Pat McArdle Greater Atlanta Area Details
Pat McArdle's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience January 2012 - Present
Job
Industry Financial Services
Experience
Transamerica Financial Advisors  January 2012 - Present
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   January 2012 - Present
World Financial Group  September 1995 - Present

Education
The University of Akron   1962 — 1968
Bachelor's Degree, Business

Ed Nicolls Ed Nicolls Fresno, California Details
Ed Nicolls's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience January 2002 - Present
Job Transamerica Financial Advisors Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. - Transamerica Financial Group Division   January 2002 - Present
Weil Brothers - Cotton, Inc   July 1989 - December 2001

Skills
Investments, Health Insurance, Life Insurance, Retirement Planning, Investment Brokerage, Recruiting, Series 6, Series 63, Series 65, series 26, 401k, 401k Rollovers

Education
California State University-Fresno   1979 — 1983
Bachelor of Science (BS), Transportation and Physical Distribution Management

Dutch Aufderheide Dutch Aufderheide Duluth, Georgia Details
Dutch Aufderheide's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience January 2012 - Present
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc. Transamerica Financial Group Division
Industry Investment Management
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   January 2012 - Present
Transamerica  January 2011 - Present
Monarch Lodge   2005 - 2014
Investment Advisors International  May 2006 - January 2012

Skills
Retirement Planning, Investments, Strategic Financial..., Securities, Fixed Annuities, 401k, Financial Advisory, Finance, Insurance, Asset Allocation, Wealth Management, Bonds, Retirement, Financial Services, Investment Advisory, Financial Planners, IRAs, Term Life Insurance, Life Insurance, Long Term Care Insurance, Mutual Funds, FINRA, Asset Management, Disability Insurance, Pensions, Estate Planning, Small Business, Portfolio Management, Series 6, Series 7, Series 63, Wealth, Long-term Care, Variable Annuities, Series 65, Series 24, Personal Financial..., Investment Strategies, Wealth Management..., Personal Finance, Alternative Investments, Investment Management, Roth IRA, 401k Rollovers, Wealth Accumulation, Separately Managed..., Investment Advisory..., Health Insurance, Whole Life, College Savings Plans

Education
Southern Connecticut State University   1968 — 1970

Yu Yu Yu Yu Iowa City, Iowa Area Details
Yu Yu's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience January 2012 - Present
Job Serve the finanical needs for Women, Immigrants and Minorities
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   January 2012 - Present
AEGON USA Realty Advisors, LLC  January 2011 - August 2011
AEGON USA Asset Management, LLC   January 2010 - December 2010

Skills
Retirement Planning, Financial Advisory, Financial Services, Mutual Funds, Life Insurance, Annuities, Employee Benefits, Small Business..., Social Security, Qualified Retirement..., College Funding..., Separately Managed..., Leadership, Investments

Education
University of Iowa   2007 — 2011
BBA, Finance and Accounting

Shanghai International Studies University   1996 — 2000
Bachelor of Arts (B.A.), Korean Language and Literature

Joshua Hernandez Albo Joshua Hernandez Albo Orange County, California Area Details
Joshua Hernandez Albo's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience January 2012 - Present
Job *High Level Networker* *Training Innovator* *Financial Services Entrepreneur*
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   January 2012 - Present
LaunchPad Careers, Inc.   January 2010 - Present
Investment Advisors International  June 2008 - December 2011
World Group Securities  March 2003 - December 2011
Remedy Intelligent Staffing  2001 - 2006
MicroAge  January 1996 - January 2001

Skills
Public Speaking, Team Building, Coaching, Financial Education, Training and Development, Sales, Sales Management, Recruiting, Team Leadership, Customer Service, Event Planning, Business Development, Microsoft Office, Account Management, Management, Change Management, Project Management, Marketing, Entrepreneurship, Microsoft Excel, Mentoring, Microsoft Word, Human Resources, New Business Development, Negotiation, Finance, Small Business, Social Networking, Leadership, Strategic Planning, Time Management, Budgets, Training, Project Planning, Analysis, Salesforce.com, Business Strategy, Marketing Strategy, Start-ups, Leadership Development, Investments, Customer Satisfaction

Education
Anthem College-Phoenix   1995 — 1997
Degree - Information Techonology

Donelle Cole Donelle Cole Oklahoma City, Oklahoma Details
Donelle Cole's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience July 2014 - Present
Job World Financial Group
Industry Broadcast Media
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   July 2014 - Present
Cox Communications  February 2013 - Present
Cox Communications  July 2011 - Present
Connection Church  2012 - 2013
Xerox  June 2010 - July 2011
Convergys  September 2008 - November 2009

Skills
Customer Service, Leadership, Interviews, Microsoft Office, Team Building, Call Centers, Employee Training, Social Networking, Sales, Customer Experience, Technical Support, Telecommunications, Sales Operations, Coaching, Video, Troubleshooting, Social Media, Broadcast, Broadband, Radio, VoIP, Vendor Management, Wireless, Mentoring, VOD, Video Production, Final Cut Pro, IPTV, Television, Video Editing, Broadcast Television, Financial Statement..., Accounting, Youth Mentoring, Christian Ministry, call center manager, Mobile Devices, Marketing Communications, Marketing Research, Direct Sales, Life Insurance, Strategic Planning, Training, Leadership Development, Employee Relations, Management

Education
Keller Graduate School of Management of Devry University Oklahoma   2013 — 2014
Non Profit Management, Public Administration

DeVry University   2010 — 2013
Bachelor's degree, Business Administration and Management, General

American Broadcasting School-Oklahoma City   2010 — 2011
Diploma Radio Production, Radio and Television Broadcasting Technology/Technician

Michael Sieg Michael Sieg Fort Collins, Colorado Details
Michael Sieg's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience January 2012 - Present
Job Financial Professional, Transamerica Financial Advisors, Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   January 2012 - Present

Skills
Investments, Financial Advisory, Securities, Retirement Planning, Personal Finance, Master Practitioner,..., Finance, FINRA, Mutual Funds, Strategic Financial..., Financial Analysis, Fixed Annuities, Retirement, Investment Advisory, 401k, Wealth Management, IRAs, Investment Strategies, Asset Allocation, Series 63, Estate Planning, Series 65, Variable Annuities, Long Term Care Insurance, Wealth, Life Insurance, Series 6, Term Life Insurance, 401k Rollovers, Pensions, 529 Plans, Wealth Management..., College Savings Plans, Investment Advisory..., Long-term Care

Education
Colorado State University   1977 — 1979
MS, Regional Resource Planning

Oregon State Uniuversity   1973 — 1977
BS, Forestry

Diane (Harris) Vinyard Diane (Harris) Vinyard Greater Atlanta Area Details
Diane (Harris) Vinyard's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience January 2012 - Present
Job Marketing Director, Registered Representative, Financial Coach, Trainer, Entrepreneur
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   January 2012 - Present
Dale Carnegie of Georgia  December 2003 - Present
Dale Carnegie of Georgia  November 1998 - January 2014
Good Neighbor Homeless Shelter   2009 - 2012
Prudential Healthcare  March 1996 - November 1998
Hanover Insurance  November 1988 - March 1995

Skills
Research, Team Building, New Business Development, Leadership Development, Strategic Planning, Coaching, Sales, Change Management, Public Speaking, Program Management, Process Improvement, Contract Negotiation, Team Leadership, Leadership, Training, Budgets, Negotiation, Project Management, Marketing, Management, Account Management, Strategic Financial..., Life Insurance, Investments, Operations Management, Customer Service, Organizational..., Staff Development, Management Consulting, Consulting, Entrepreneurship, Performance Management, Executive Coaching, Sales Management, Strategy

Education
Kennesaw State University - Michael J. Coles College of Business
Bachelors, Marketing

Dave Ramsey

Landmark Education

MS Leadership Class of 2013

Liam (Yaochy) Lin Liam (Yaochy) Lin Orange County, California Area Details
Liam (Yaochy) Lin's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience June 2009 - Present
Job Transamerica Financial Advisors, Inc. Transamerica Financial Group Division
Industry Financial Services
Experience
American Cancer Society  January 2010 - March 2013
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   June 2009 - Present
Self Employed  January 2008 - May 2009
JS Consulting Services   March 2006 - December 2007
24 Hour Fitness  May 2001 - April 2006
UCLA Health System  June 1992 - February 2000

Skills
Personal Training, Nutritional Counseling, Negotiation, Recruitment/Retention, Account Management, Consultancy, Coaching, Compliance, Competitive Analysis, Financial Analysis, Forecasting, Financial Modeling, SWOT analysis, Financial Coaching, Fitness Training, Community Outreach, Non-profit Marketing, Organizational..., Strategic Analysis, New Business Development, Pharmacology, Fundraising, Functional Analysis, Event Management, Stock Market, Investments, Insurance, Health Insurance, Disability Insurance, General Insurance, Commercial Insurance, Insurance Planning, Mutual Funds, Annuities, Annuity, Fixed Annuities, Universal Life, Series 6, Series 63, FINRA Series 6, 401k Rollovers, 401k, Wealth Management, Wealth Accumulation, Wealth Transfer Planning, Wealth Preservation..., Comprehensive Wealth..., Wealth Building, Wellness Coaching, Fun

Education
California State University-Fullerton - College of Business and Economics   1997 — 2000
Bachelor of Arts, Finance

UCLA   1989 — 1994

Albert Esparza Albert Esparza Oak Brook, Illinois Details
Albert Esparza's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience September 1999 - Present
Job Investment Advisor Representative
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   September 1999 - Present

Education
Northern Illinois University   1997 — 2000
Operations Management and Information Systems

Morton West High School   1995 — 1997

Matt Epstein Matt Epstein Simi Valley, California Details
Matt Epstein's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience March 2014 - Present
Job Financial Professional
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   March 2014 - Present
Albertsons  July 2007 - January 2013

Education
California State University-Northridge   2011 — 2013
Bachelor of Science (BS), Finance

Moorpark College   2010 — 2011
Business Administration and Management, General

California Polytechnic State University-San Luis Obispo   2008 — 2010
Animal Science

Santa Susana High School   2004 — 2008
High School

Daniel Collings Daniel Collings Elyria, Ohio Details
Daniel Collings's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience January 2012 - Present
Job Marketing Director at World Financial Group (WFG)
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   January 2012 - Present
World Financial Group (WFG)   May 1996 - Present

Skills
IRAs, 401k, Retirement Planning, Financial Advisory, Long-term Care, Strategic Financial..., Variable Annuities, Variable Life, Active Money Management, Wealth, Investments, Financial Planners, Securities, FINRA, Finance, Fixed Annuities, Retirement

Education
East Texas Baptist University   1980 — 1985
Bachelor of Applied Science, History, English, Theater

Cuyahoga Community College   1983 — 1984

Lorain County Community College   1979 — 1981
General Studies

Chris Acuna Chris Acuna Greater Denver Area Details
Chris Acuna's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience 2011 - Present
Job Investment Advisor Representative
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   2011 - Present
Your Castle Real Estate  2008 - Present
Appraise Colorado   2007 - Present
RE/MAX  April 2006 - January 2008
Keller Williams Realty  January 2004 - January 2006

Skills
Managed Money, Retirement Plans, Annuities, iPhone, Apps, Real Estate, Real Estate Investment, Property Marketing, Buyer Representative, Real Estate Negotiation, Distressed Property, GRI, CRS, Buyers, Property, Sellers, Investment Properties, Council of Residential..., Fixed Annuities, Real Estate Transactions, Real Estate Development, ABR, FHA, Investors, Refinance, Brokerage, Buyer Representation, Condos, Finance, First Time Home Buyers, Foreclosures, HUD, Income Properties, Investments, Listings, Marketing, Loans, Mortgage Banking, Mortgage Lending, Real Estate Economics, Residential Mortgages, Move Up Buyers, New Homes, Real Estate Financing, Referrals, Residential Homes, Retirement Planning, Selling, Short Sales, Single Family Homes

Education
Colorado Mesa University   1995 — 1999

TONY HA TONY HA Lake Forest, California Details
TONY HA's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience April 2012 - Present
Job Office Manager / Logistics Supervisor at Masterank America Inc
Industry Wholesale
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   April 2012 - Present
The Home Depot  November 2006 - Present
Masterank Wax Inc.   August 2013 - June 2014
ALISO VIEJO, CA   June 2002 - February 2012
BROWN SHOE  2002 - 2012

Skills
Outlook, Microsoft Excel, Sales, Negotiation, Inventory Management, Microsoft Word, Accounting, Logistics, Time Management, Excel, Word, Cantonese, Oracle Applications, Sales Support, Retail, Management, Sales Operations, Customer Service, SPEAK MANDARIN, Vietnam, CRM software, 10 Key

Education
UC Berkeley   1981 — 1986
BS, CHEMICAL ENGINEERING

Scott Bigley, CFEd Scott Bigley, CFEd Tampa/St. Petersburg, Florida Area Details
Scott Bigley, CFEd's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience March 2009 - Present
Job
Industry Professional Training & Coaching
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   March 2009 - Present
Heartland Institute of Financial Education  June 2012 - Present
AIG VALIC  October 2007 - February 2009
Infinity Financial Group, LLC   September 2006 - July 2007
AEGON - Western Reserve Life   May 2005 - July 2006
AEGON - Western Reserve Life   October 2001 - May 2005
Secure Futures, Inc.   March 1995 - October 2000
Pinellas County Schools  August 1990 - June 1997
Florida Department of Corrections  June 1982 - August 1990

Skills
Sales Management, Public Speaking, Organizational..., Market Development, Financial Advisory, Annuities, Insurance, Long Term Care, Consultative Selling, Mentoring, Coaching, Retirement Planning, Employee Benefits, Team Building, New Business Development, Strategic Planning, Business Planning, Mutual Funds, Financial Planning, Term Life Insurance, Leadership Development, Team Leadership, Retirement, Customer Relations, Succession Planning, Sales Support, Call Center, 401k, Fundraising, Problem Solving, Portfolio Management, Direct Sales, Securities, Investments, Hiring, Competitive Analysis, Marketing Strategy, ERISA, Buy-sell Agreements, Key Person Insurance, Deferred Compensation, IRAs, Qualified Retirement..., Strategic Financial..., Fixed Annuities, Training, Program Facilitation, Customer Service, Small Business, Leadership

Education
Penn State University
B.S., Administration of Justice

University of South Florida
Bachelor of Science (B.S.), Educational, Instructional, and Curriculum Supervision

Andy Hudak Andy Hudak Lambertville, Michigan Details
Andy Hudak's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division 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., TransAmerica Financial Group Division   January 2012 - Present
Investment Advisors International  August 2010 - January 2012
World Group Securities  March 2008 - January 2012
Springfield Local Schools and Wildwood Environmental Academy   October 2006 - April 2010

Skills
Retirement Planning, Life Insurance, Investments, College Funding..., Asset Management, Student Loan..., Social Security Filing..., Disability Insurance, Long Term Care Insurance

Education
Bowling Green State University   2000 — 2005

Roy C. Start High School   1996 — 2000

Barbara Tilka Barbara Tilka Jacksonville, Florida Area Details
Barbara Tilka's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience October 2011 - Present
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   October 2011 - Present
TRIDENT Consulting & Services Inc.   June 2011 - Present
WeFixCreditOnline.com   May 2008 - June 2011
CSX Transportation  June 1988 - July 2001

Skills
Retirement Planning, Project Management, Financial Services, Training, Life Insurance, Public Speaking, Education

Education
University of North Florida - College of Business Administration   1989 — 1992
M.B.A., Economics, Marketing

Queen's University   1982 — 1986
B.A., Economics

Sheila Leeds Sheila Leeds Greater Salt Lake City Area Details
Sheila Leeds's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience February 2012 - Present
Job Investment Advisor Representative with Transamerica Financial Advisors, Inc. Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   February 2012 - Present
Managed Wealth Financial  February 2011 - Present
Brighton Ski Area   1988 - Present
University of Utah Hospital  October 2010 - April 2012
McKay Dee Hospital  June 1997 - October 2010

Skills
Leadership, RN OR circulator, Adult Educator

Education
University of Mary-Hardin Baylor
BSN, Nursing

Jacksonville University
undergraduate, Pre-Medicine/Pre-Medical Studies

University of New Mexico
post graduate, pre med

Scott Landers Scott Landers Cincinnati Area Details
Scott Landers's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience June 2011 - December 2013
Job Senior Loan Officer at Warsaw Federal
Industry Banking
Experience
Warsaw Federal   June 2015 - Present
Fifth Third Bank  July 2014 - November 2014
Puritan Financial Group  February 2014 - June 2014
Aerotek  September 2013 - February 2014
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   June 2011 - December 2013
Sibcy Cline Mortgage Services  October 2012 - June 2013
Association Resources & REIA   June 2007 - July 2012
Cellular Sales - Verizon  May 2006 - June 2007
The REIA Toolbox   August 2005 - May 2006
Ratestar Inc.   January 2003 - August 2005

Skills
Sales, Real Estate, Marketing, Selling, Management, Investment Properties, Mortgage Lending, Customer Service, Real Estate Transactions, Short Sales, Loans, Retail, Recruiting, Strategic Planning, Training, Negotiation, Team Building, Sales Management, Time Management, Investments, Contract Negotiation, Insurance, Finance, Small Business, Marketing Strategy, Public Speaking, Fundraising, Residential Homes, FHA, Property, Property Management, Networking

Education
University of Cincinnati   1998 — 2002
2002, Liberal Arts

Anderson High School   1989 — 1993
High School Diploma, College Prep

Alex Sheppard Alex Sheppard Fort Collins, Colorado Area Details
Alex Sheppard's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division 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., Transamerica Financial Group Division   January 2012 - Present
World Financial Group  May 2005 - January 2012
Loveland Area Chamber of Commerce   2007 - 2009
PSI Seminars  2007 - 2007
Immanel Lutheran Church   1999 - 2007
Waterpik  February 2000 - October 2006
Anthony Robbins Companies  2006 - 2006
Connecting Point  July 1992 - February 2000

Skills
Financial Planning, Investments, Leadership, Training, Team Leadership, Finance, Coaching, Sales, Securities, Customer Service, Sales Management, Financial Advisory, Retirement Planning, Fixed Annuities, Mutual Funds, Insurance, Retirement, Life Insurance, Wealth Management

Education
University of Phoenix   2002 — 2006
MBA, Business

University of Northern Colorado   1986 — 1992
Music Education and Performance

Thomas Jefferson High School   1982 — 1986
High School Diploma, Music

Manuel Espinosa Manuel Espinosa San Francisco Bay Area Details
Manuel Espinosa's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience January 2012 - November 2014
Job Investment Advisor Representative offering securities and advisory services through Independent Financial Group, LLC.
Industry Financial Services
Experience
Alameda Financial Group   November 2014 - Present
The Phoenix Group, A Management Consultancy   March 1994 - Present
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   January 2012 - November 2014
GSJHCC   March 2011 - October 2013
Investment Advisors International, Inc.   February 2009 - January 2012
Greater San Jose Hispanic Chamber of Commerce   2006 - 2010
Pacific Harvest Seafoods   1997 - 2007
Houlihan Valuation Advisors  2000 - 2004

Skills
Business Development, Strategic Planning, Technical Writing, Strategic Financial..., Project Portfolio..., Project Finance, Business Process..., MS Project, Start-ups, Strategy, Business Valuation, Activity Based..., Balanced Scorecard, Management Consulting, Supply Chain Consulting, Financial Services, Leadership, Risk Management, Executive Management, Finance, Financial Advisory, Investments, Project Management, Venture Capital, Management, Valuation, Financial Risk, Retirement Planning, Securities, Project and Business..., Entrepreneurship, Mutual Funds

Education
Santa Clara University   1973 — 1976
BA (Honors), Philosophy

Stanford University
Philosophy

Amber Perez Amber Perez Greater Los Angeles Area Details
Amber Perez's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience October 2012 - Present
Job Transamerica Financial Advisors, Inc., Transamerica Financial Group Division at Registered Representative
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   October 2012 - Present
World Financial Group (WFG)   February 2012 - Present
Aztec Components Inc  January 2010 - July 2012

Skills
International Business, Financial Risk, Personal Finance, Personal Financial..., Life Insurance, Global Sourcing, Purchasing, Leadership Development, Procurement, Financial Advisory, Retirement Planning

Education
Universidad de Valparaíso   2009 — 2009
Bachelor of Science (B.S.), Negocios Internacionales, 5.5 - Scale 0 (worst) - 7 (best)

San Diego State University-California State University   2004 — 2009
Bachelor of Science (B.S.), International Business, 3.6

Murrieta Valley High School   1998 — 2002
diploma, High Scool

Barry Naiditch Barry Naiditch San Diego, California Details
Barry Naiditch's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience 1998 - Present
Job Investment Advisor Representative
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   1998 - Present

Education
University of West Los Angeles   1976 — 1980
Juris Doctor, Law

California State University-Northridge   1965 — 1970
Bachelor of Science, Business Administration (Accounting)

Jianmin You Jianmin You Baltimore, Maryland Area Details
Jianmin You's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience January 2012 - Present
Job Registered Representative, Investment Advisor Representative
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   January 2012 - Present
World Financial Group (WFG)   April 2002 - Present
Saft  June 2005 - January 2012
Southwest Jiaotong University  2004 - 2006
Southwest Jiaotong University  1989 - 1994

Skills
FINRA

Education
University of Maryland College Park   1995 — 1998
Doctor of Philosophy (Ph.D.), Mechanical Engineering

University of Missouri-Columbia   1994 — 1995
None, Mechanical and Aerospace Engineering

Southwest Jiaotong University   1985 — 1987
Master of Science (MS), Engineering Mechanics

Southwest Jiaotong University   1981 — 1985
Bachelor of Science (BS), Mechanical Engineering

Bengt Johnson Bengt Johnson Greater Seattle Area Details
Bengt Johnson's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience February 2014 - Present
Job Registered Representative at Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   February 2014 - Present
Mass Mutual Financial Group  January 2011 - January 2014
Journeys In Film   August 2004 - June 2012
The Perkins School   September 2008 - June 2009
Indian Creek School  September 2002 - June 2008
Coverdell World   August 2004 - October 2004
Queen Anne School  September 1999 - September 2002

Education
St. John's College   1998 — 1999
MA, Science, Math, History, Political Science, and Theology

Amherst College   1986 — 1991
BA, Religious Studies

John Scinto Investment Advisor Representative John Scinto Investment Advisor Representative Monroe, Connecticut Details
John Scinto Investment Advisor Representative's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience July 2002 - Present
Job Financial Services Entrepreneur | Senior Mentor | at John J. Scinto, CPA, MBA, MS
Industry Financial Services
Experience
World Financial Group (WFG)   July 2001 - Present
John J. Scinto, CPA   January 1988 - Present
World Financial Group (WFG)   November 1995 - Present
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   July 2002 - Present
John J Scinto Real Estate   January 1982 - March 2009
World Group Securities  April 2000 - June 2002
A. L. Williams, Inc.   January 1988 - October 1995
Unified Group, Inc.   October 1986 - December 1987
John J. Scinto, CPA, MBA, MS   January 1980 - October 1986
Internal Revenue Service  March 1973 - December 1979

Skills
Team Building, Leadership, Coaching, Building Relationships, Business Strategy, Business Planning, Organizational..., Strategic Planning, Marketing Strategy, Training, Investments, Retirement Planning, Strategic Financial..., Public Speaking, Marketing, Small Business, Financial Analysis, Wealth Management, Portfolio Management, Risk Management, Sales Management, Fixed Annuities, Life Insurance, Insurance, Microsoft Office, 401k, Estate Planning, IRAs, Banking, Sales, Retirement, Project Planning, Securities, Equities, Asset Managment, Series 6, Series 63, Series 65, Mutual Funds

Education
Sacred Heart University   1965 — 1969
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services

University of Bridgeport   1969 — 1976
Master of Business Administration (M.B.A.), Accounting

University of New Haven   1970 — 1975
Master of Science (M.S.), Criminal Justice/Law Enforcement Administration

Notre Dame High School   1961 — 1965
HS Diploma, College Prep

Shanika Norman Shanika Norman Lake Elsinore, California Details
Shanika Norman's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience January 2012 - Present
Job Investment Advisor Representative
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   January 2012 - Present
Investment Advisors International, Inc.   October 2011 - January 2012
World Group Securities, Inc.   March 2009 - January 2012
City of Corona  July 2003 - February 2010

Education
California Baptist University
Organizational Leadership

Deborah Handley-Cordova Deborah Handley-Cordova Greater Salt Lake City Area Details
Deborah Handley-Cordova's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience March 2013 - Present
Job Branch Office Supervisor at Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   March 2013 - Present
CenturyLink formerly Qwest Communications  April 2009 - February 2012
Qwest Communications  November 2006 - April 2009
Qwest Communications  October 2008 - February 2009
Qwest Communications  August 1981 - November 2006

Education
Regis University   1992 — 1994
Master of Science in Management, Leadership & Organizational Change

Anthony Gurrieri Anthony Gurrieri Greater Chicago Area Details
Anthony Gurrieri's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience 1998 - Present
Job
Industry Financial Services
Experience
Heartland Institute of Financial Education  June 2012 - Present
Heartland Institute of Financial Education  September 2012 - Present
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   1998 - Present
College Pro Painters  November 1995 - November 1997

Education
Northern Illinois University   1994 — 1998
Bachelor of Science (BS)

St. Patrick High School   1990 — 1994

Reed Meyer Reed Meyer Greater Denver Area Details
Reed Meyer's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience December 2007 - Present
Job Investment Advisor Representative
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   December 2007 - Present

Skills
Personal Financial..., Strategic Financial..., Retirement Planning, College Funding..., Investment Strategies, 401k Rollovers, IRAs, Roth IRA, 401k, Variable Annuities, Indexed Annuities, Disability Insurance, Long-term Care, 529 Plans, Life Insurance, Fixed Annuities

Education
Georgetown University - The McDonough School of Business   1996 — 1998
Master of Business Administration (MBA)

Tufts University   1989 — 1993
BSEE, Computer Engineering / Computer Science

Wheat Ridge High School

Janis Linville Janis Linville Cincinnati Area Details
Janis Linville's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience January 2012 - August 2013
Job Member at College Planning Resources, LLC
Industry Financial Services
Experience
College Planning Resources, LLC   October 2013 - Present
Cincinnati,OH   August 2009 - September 2013
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   January 2012 - August 2013
Paragon  February 2009 - June 2009
Waddell & Reed Financial Services  2006 - 2009

Skills
Life Insurance, Strategic Financial..., Annuities, Long Term Care, Company Retirement Plans, Mutual Funds, College Education..., College Funding..., Disability Insurance, Insurance, Long-term Care, Fixed Annuities, Financial Planning, Securities, Term Life Insurance, Pensions, 401k, Small Business, Finance, Financial Planners, Underwriting, Portfolio Management, Estate Planning, Employee Benefits, Retirement, Program Management, Financial Advisory, Retirement Planning, Whole Life, Financial Analysis, Team Building, Mortgage Lending, 401k Rollovers, Marketing Strategy, FINRA, Investments, Strategic Planning, IRAs, Series 6, Financial Services, Universal Life, Series 63, Customer Service, Personal Finance, Asset Management, Health Insurance, Critical Illness, Wealth Management

Education
University of Cincinnati   1986 — 1989
BS Magna cum laude, Social Sciences

Northern Kentucky University
Associate's degree, Business Administration

Jim Noe Jim Noe Greater Atlanta Area Details
Jim Noe's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience January 2012 - Present
Job Investment Advisor Representative, Associate Real Estate Broker
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   January 2012 - Present
Better Homes Realty  May 2007 - Present
THE SWING DADDIES   December 2009 - Present
RUSSO AND NOE THE MUSIC OF SINATRA & MARTIN   February 2006 - Present
Investment Advisors International  August 2008 - January 2012
Nationwide Insurance  April 1999 - March 2005
State Farm Insurance  August 1984 - March 1999

Skills
Financial Planners, FINRA, Finance, Securities, Real Estate, Strategic Planning, Financial Advisory, Financial Services, Investment Advisory, 401k Rollovers, Wealth Management, Series 7, Asset Management, Wealth, Series 6, Asset Allocation, Variable Annuities, Investment Strategies, Portfolio Management, Long Term Care Insurance, Disability Insurance, Financial Planning, Retirement, Mutual Funds, Term Life Insurance, Estate Planning

Education
Carson Newman University   1980 — 1984
Bachelor of Arts (B.A.), Political Science and Government

Carson Newman University   1980 — 1984
Bachelor of Arts (B.A.), History

Georgia State University   1981 — 1982
Business Administration and Management, General

Jeffery Ferrell Jeffery Ferrell Greater Chicago Area Details
Jeffery Ferrell's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience December 2014 - Present
Job World Financial Group/ Transamerica Financial Advisors Inc. Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   December 2014 - Present
World Financial Group (WFG)   May 2006 - Present
Household Finance  October 1998 - July 2000
Option Home Lending   January 1997 - October 1998

Education
Chicago State University   1996 — 1998

Steven Potts JD EA USTCP Steven Potts JD EA USTCP Fullerton, California Details
Steven Potts JD EA USTCP's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience November 2013 - Present
Job Senior Marketing Director, Branch Office Manager at Transamerica Financial Advisors, Inc.
Industry Accounting
Experience
Transamerica Financial Advisors, Inc.   September 2014 - Present
Transamerica Financial Advisors, Inc.   June 2014 - Present
Resources Global Professionals  January 2014 - Present
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   November 2013 - Present
World Financial Group (WFG)   September 2013 - Present
Potts' Taxes   2008 - Present
Potts' Taxes   September 1978 - Present
TaxAudit.com  October 2006 - July 2013
Santa Ana Federal Credit Union  October 2001 - February 2004
Counter Intelligence Associates   January 1999 - October 2001

Skills
Licensed Life & Health..., Tax, Tax Preparation, Corporate Tax, Tax Law, Tax Returns, Income Tax, S Corporations, Property Tax, Tax Accounting, Small Business, Accounting, Tax Research, LLC, IRS, Tax Advisory, QuickBooks, Partnership Taxation, Payroll Taxes, Forensic Accounting, Federal Tax, Sales Tax, Appeals, Estate Tax Planning, Retirement Planning, Strategic Financial..., International Tax, Tax Compliance, Financial Reporting, Mergers & Acquisitions, Budgets, Finance, Accounts Payable, Payroll, State Taxation, Individual Taxation, Tax Controversy, Start-ups, Trusts, Section 7702 Tax Free..., Licensed Life Insurance..., Guaranteed Indexed..., Indexed Annuities, Equity Indexed Annuities, Tax Provision, Tax Services, Term Life Insurance, Tax Topic Speaker

Education
National Tax Practice Institute   2010 — 2012
NTPI Fellow; EA; JD USTCP MBA, Taxpayer Representation, 3.85

Southwestern Law School   1978 — 1982
JD, Tax Law

Indiana State University   1981 — 1981
Federal Taxes

Oklahoma State University   1980 — 1980
Foreign Taxation

University of Maryland College Park   1974 — 1975
MBA, Taxation

Rutgers, The State University of New Jersey-New Brunswick   1969 — 1973
BS, Poli Sci, History, Accounting

Calvary Chapel Bible College   2010 — 2011
Theology

Pomona College   1993 — 1996

David Harchenko David Harchenko Gardena, California Details
David Harchenko's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience 2008 - August 2012
Job Product/Manufacturing Engineer
Industry Mechanical or Industrial Engineering
Experience
Big Heart Pet Brands  June 2014 - Present
Dynalloy Inc  September 2012 - August 2013
Toastmasters International  2010 - 2013
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   2008 - August 2012
Carley Lamps Inc.   February 2000 - September 2009
Illumination Technology Inc   June 1996 - January 2000
Amglo Kemlite   January 1995 - January 1996
Wagner Lighting   January 1990 - March 1995
Philips Lighting  January 1986 - January 1990

Skills
Product Design, Problem Solving, Process Engineering, Technical Writing, Team Management, Lighting, Process Improvement, Continuous Improvement, Documentation, Six Sigma, Team Building, Insurance, Long-term Care, Business Planning, Software Documentation, Retirement Planning, Risk Management, Fixed Annuities, IRAs, Retirement, Manufacturing, 401k, Training, Leadership, Budgets, Strategic Planning, Finance, Strategic Financial..., Wealth, Management, Coaching, Program Management, Mutual Funds, Analysis, Sales, Investment Advisory, Estate Planning, Investments, Team Leadership, Cross-functional Team..., Small Business, Financial Advisory, Engineering, Strategy, Start-ups

Education
Montana State University-Bozeman   1981 — 1986
BS, Chemical Engineer

Jim Snook Jim Snook Greater San Diego Area Details
Jim Snook's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience January 2012 - Present
Job Financial Services
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   January 2012 - Present

Skills
General Management, Management Consulting, Strategic Planning, Investments, Small Business, Entrepreneurship, Insurance, Business Development, 401k, IRAs, Fixed Annuities, Wealth Management, Marketing Strategy, Retirement Planning

Education
Temple University - Fox School of Business and Management   1966 — 1969
BBA, Marketing

Gang Lu Gang Lu Cincinnati Area Details
Gang Lu's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience February 2014 - Present
Job Financial Services Entrepreneur, CCPS®
Industry Financial Services
Experience
The National Institute of Certified College Planners   September 2014 - Present
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   February 2014 - Present
World Financial Group (WFG)   September 2012 - Present
landmark education  2009 - 2012
University of Cincinnati  September 2000 - December 2011

Skills
College Funding..., Retirement Planning, Investment Advisory, Risk Management, Marketing Strategy, Life Coaching, Public Speaking, Financial Education, Life Insurance, Long term Care

Education
Peking University Health Science Center   1997 — 2000
Doctor of Philosophy (Ph.D.), Biochemistry and Molecular Biology

Harbin Medical University   1994 — 1997
Master of Science (M.S.), Cancer Genetics

Harbin Medical University   1989 — 1994
Doctor of Medicine (MD), Clinical Medicine

Junguo Zhao Junguo Zhao Chapel Hill, North Carolina Details
Junguo Zhao's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience January 2010 - Present
Job Senior Marketing Director, Financial Service
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   January 2010 - Present
GlaxoSmithKline  November 1996 - December 2013
Enzyme Technology/Andcare Inc   January 1990 - May 1995

Skills
Personal Financial..., Tax-advantaged..., College fund planning, Retirement Planning, Strategic Financial..., family protection, Business Development, Team Leadership, Process Improvement, Statistics, Process Modeling, Data Analysis, Inhaled science, Chemistry, Pharmaceutical Industry, Product Development, Finance, Financial Services, Financial Planning, Financial Advisory, Leadership, Risk Management, Validation, Business Planning, Molecular Biology, Portfolio Management, Financial Analysis, Management, Securities, Biochemistry, Insurance, Drug Development

Education
Duke University   1989 — 1990
Post-Doc, Biosensors

University of North Carolina at Chapel Hill   1983 — 1988
Ph.D., Chemistry

Sun Yat-Sen University   1982 — 1983
English

Shandong University   1978 — 1982
Bachelor of Science (BSc), Chemistry

Todd Cloward Todd Cloward Greater Salt Lake City Area Details
Todd Cloward's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience June 1998 - Present
Job Senior Marketing Director at Managed Wealth Financial
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   June 1998 - Present
Managed Wealth Financial  April 1998 - Present
Army Aviation  1988 - 2001

Skills
Team Leadership, Customer Relations, Insurance, Strategic Planning, Retirement Planning, Investment Strategies, Benefits, Employee Benefits

Education
Brigham Young University   1983 — 1987
Accounting and Related Services

Orem MV   1980 — 1983

Eric A. Wagner Eric A. Wagner Cleveland/Akron, Ohio Area Details
Eric A. Wagner's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience January 2009 - Present
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   January 2009 - Present
Ohio National Guard  July 2000 - July 2006

Skills
Asset Protection, Series 6, Insurance, Financial Planning, Savings, Debt Management, Financial Advisory, Wealth Management, Financial Services

Education
Bowling Green State University   2006 — 2008
B.S., Education, Sport Management- Enterprise

North Olmsted High School

Rowena Starling Rowena Starling San Francisco Bay Area Details
Rowena Starling's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience May 2007 - Present
Job Investment Advisor Representative
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   May 2007 - Present
World Financial Group, Inc.   January 2000 - Present
High Tech Lending, Inc.   January 2006 - June 2009

Education
University of California, Berkeley   1976 — 1980
2 BAs, Development of Underdeveloped Countries, The Practice of Art

J. Michael Gulley J. Michael Gulley Tampa/St. Petersburg, Florida Area Details
J. Michael Gulley's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience May 2011 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.- Transamerica Financial Group Division   May 2011 - Present
World Financial Group (WFG)   January 2011 - Present
Levin Financial Group  2007 - December 2010
First Home Bank  August 2005 - September 2007
Apex Lending  April 2002 - August 2005
UMB Financial  February 1968 - August 2001

Skills
Financial Services, Fixed Annuities, Investments, Mutual Funds, Securities, Finance, Portfolio Management, Retirement, Insurance, Equities, Loans, Fixed Income, Employee Benefits, Financial Advisory, Analysis, Management, Financial Planners

Education
Eckerd College   2002 — 2008
BA, Business Concentration

Roger Kessler Roger Kessler Orange County, California Area Details
Roger Kessler's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience March 2009 - Present
Job Investment Advisor Representative, at Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Financial Services
Experience
CEO Space  2010 - Present
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   March 2009 - Present
Next Level by Association   2014 - 2014
Salon Partners   2012 - 2014
Lake Forest Chamber   January 2011 - April 2013
US Army  September 2004 - June 2007
63rd RSC   1997 - 2003

Education
Iowa State University   1975 — 1979
Ag Bus

Lenka Holman Lenka Holman Greater San Diego Area Details
Lenka Holman's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience January 2012 - Present
Job Branch Office Supervisor
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   January 2012 - Present
Girl Scouts of the USA  September 2000 - May 2012
Investment Advisors International  January 2007 - January 2012
World Group Securities  March 2003 - January 2012
Crown Ministries   2005 - 2008
Professional Photographic Repair   June 1994 - December 2002
60 minute photo   June 1988 - June 1992

Skills
supervisor, Entrepreneurship, Strategic Partnerships, C-Level Relationships, Insurance, Customer Service, Leadership, Small Business, Marketing, New Business Development, Public Speaking, Training, Team Building, Networking, Time Management, Budgets, Coaching, Strategy, Management, Business Development, Leadership Development, Consulting

Education
University of California, San Diego   1986 — 1991
B.S., Optical Physics

MiraCosta College   1984 — 1986
Architecture, photography

Carlsbad High School   1982 — 1986

Oscar Gutierrez Oscar Gutierrez Houston, Texas Area Details
Oscar Gutierrez's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience October 2001 - Present
Job I recruit and train entrepreneurs who want to be mentored in the financial services industry.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   October 2001 - Present
Oscar R Gutierrez, CPA   January 2000 - Present
Enron Americas, Inc. (Puerto Rico Subsidiaries)   August 1987 - December 1999
Kellogg, Brown & Root   1984 - 1986
Arthur Andersen & Co.   1979 - 1984

Education
University of Houston, C.T. Bauer College of Business   1992 — 1994
Executive MBA, Leadership and Management

University of Houston, C.T. Bauer College of Business   1975 — 1979
BBA, Fin and Acctg

John Jacen John Jacen Greater Los Angeles Area Details
John Jacen's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience February 2014 - 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

Josh Ekola Josh Ekola Dayton, Ohio Area Details
Josh Ekola's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience January 2012 - Present
Job Investment Advisor Representative/Branch Office Manager
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   January 2012 - Present
Managed Wealth Financial  July 2011 - Present
Dayton Freight Lines, Inc.   May 2003 - July 2011

Skills
Customer Service, Risk Management, Financial Modeling, Financial Analysis, Strategic Financial..., Budgets, Strategic Planning, Leadership, Portfolio Management, Business Analysis, Team Leadership, Microsoft Excel, Negotiation, PowerPoint, Microsoft Word, Process Improvement, Microsoft Office, Project Management, Team Building, Coaching, Insurance, Cross-functional Team..., Investments, Finance, Securities, Financial Services, Financial Advisory, Retirement, Mutual Funds, IRAs, Wealth, Wealth Management, Series 6, Series 65, Series 63

Education
Purdue University - Krannert School of Management   1999 — 2003
Bachelor of Science (B.S.), Management

Josh Schwieterman Josh Schwieterman Dayton, Ohio Area Details
Josh Schwieterman's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience January 2012 - Present
Job Investment Advisory Representative at Transamerica Financial Advisors, Inc. Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   January 2012 - Present
World Financial Group  February 2007 - Present
Sinclair Community College  September 2005 - August 2008

Education
Sinclair Community College   2005 — 2008
Business Management

Rodney Keyes Rodney Keyes Greater Atlanta Area Details
Rodney Keyes's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience February 2011 - Present
Job Investment Advisor Representative, Transamerica Financial Advisors (TFA). National Director, ValuTeachers.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   February 2011 - Present
ValuTeachers  January 2008 - Present
Forward Financial Group  January 1998 - December 2007
MeadWestvaco  January 1985 - December 1997

Skills
Retirement Planning, Qualified Retirement..., College Savings Plans, Roth IRA, Traditional IRA, SEP IRA, Simple IRA, Life Insurance, Professional..., Workshop Facilitation, 401k Rollovers, Small Business Marketing, Teacher Training, 457 Plans, Nonprofits, Charter Schools, Private Schools, Employee Training, Series 6, Series 63, Series 65, Variable Annuities, Equity Indexed Annuities, Fixed Annuities, IRAs, Investments, Term Life Insurance, Financial Services, 401k, Wealth Management..., Retirement Savings, Long-term Care, Wealth Accumulation

Education
Central Michigan University   1987 — 1994
Master's Degree, Business Administration and Management, General

Virginia Polytechnic Institute and State University   1980 — 1985
Bachelor's Degree, Industrial Engineering and Operations Research

Josh Jeanneret Josh Jeanneret Fort Collins, Colorado Area Details
Josh Jeanneret's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience April 2012 - Present
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc. Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   April 2012 - Present
Jeanneret Benefit Solutions   2011 - Present
Bureau of Land Management  2009 - 2011
Bureau of Land Management  2004 - 2008

Skills
Life Insurance, Retirement Planning, Investments, Finance, Fixed Annuities, Retirement Benefits, 401k, Debt Management, Mutual Funds, Variable Annuities, Investment Advisory, Voluntary Employee..., Customer Service, Small Business, Group Insurance, Social Security, 529 Plans, Employee Benefits

Education
University of Idaho   2008 — 2010
Graduate Certificate, Fire Ecology, Management & Technology

University of Wyoming   2005 — 2008
Bachelor's of Arts and Sciences, Rangeland Ecology and Watershed Management

Karen Zicht, CRPC® Karen Zicht, CRPC® Tampa/St. Petersburg, Florida Area Details
Karen Zicht, CRPC®'s Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience April 2014 - Present
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   April 2014 - Present
Zicht Wealth Management, Inc.   May 2012 - March 2014
Sickle Hunter Financial Advisors   January 2011 - May 2012
Ameriprise Financial Services, Inc.   March 2009 - January 2011
Syniverse Technologies  March 2008 - October 2008
Verizon Business  April 2007 - December 2007
AT&T Global Services  May 1999 - December 2006
IBM Corporation  July 1979 - May 1999

Education
University of South Florida   1981 — 1984
BS, Management

L. David Patterson L. David Patterson Greater Los Angeles Area Details
L. David Patterson's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience January 2012 - Present
Job City Treasurer at City of Hawthorne, CA
Industry Financial Services
Experience
City of Hawthorne, CA   November 2013 - Present
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   January 2012 - Present
Great One Realty   June 2005 - Present
World Group Securities  November 2001 - December 2011
Westwood Financial Corp  September 2000 - January 2005

Skills
Teaching, Public Speaking, Sales, Sales Management, Finance, Insurance, Problem Solving, Syndications, Real Estate, Tax Preparation, Investments, Financial Modeling, Financial Advisory, Analysis, Valuation, Leadership, Strategic Planning, Management, Entrepreneurship

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2014 — 2015
Graduate Certificate, Financial Planning

Capella University   2012 — 2013
Master's degree, Industrial and Organizational Psychology

University of Southern California - Marshall School of Business   1999 — 2001
Bachelor's degree, Business Administration /Entrepreneurial Studies

Paulina Kim Paulina Kim Greater Seattle Area Details
Paulina Kim's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division 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. Transamerica Financial Group Division   January 2012 - Present
World Financial Group (WFG)   November 2004 - Present
Investment Advisors International  May 2008 - December 2011
World Group Securities  January 2005 - December 2011
Best Western Hotel  September 1997 - April 2001

Education
College for Financial Planning   2010 — 2015
CFP Certification Professional Education Program

Hawaii Pacific University   1992 — 1997
MBA, Hospitality Industry

Korea National Open University   1984 — 1991
BA, English Linguistics & Literatures

顾健敏Jamie Gu 顾健敏Jamie Gu Greater Seattle Area Details
顾健敏Jamie Gu's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience May 2012 - Present
Job Investment Advisor Representative
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   May 2012 - Present
Golden Rock Wealth Management,LLC.   February 2010 - December 2011
Michigan Financial Companies,LLC.   August 2009 - February 2010

Skills
Wealth Management, Mutual Funds, Fixed Annuities, Investments, Strategic Financial..., Insurance, Life Insurance, IRAs, Disability Insurance, Long-term Care, Finance, Personal Finance, Strategic Planning, Financial Analysis, Management

Education
Kettering University   2006 — 2007
Master, MBA, MS in Operation Management

Nanjing University   1995 — 1999
Bachelor, Law

Laura Counsell, MBA Laura Counsell, MBA Greater Seattle Area Details
Laura Counsell, MBA's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience January 2012 - Present
Job Investment Advisor Representative
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   January 2012 - Present
World Group Securities;Investment Advisors International;   January 2001 - Present
Blue Gem International   July 1998 - May 2001

Education
City University of Seattle   1998 — 2000
MBA, Information Systems

Nankai University   1991 — 1995
BA, English Languages and Literatures

DeWayne E Fields DeWayne E Fields Harrisburg, Pennsylvania Details
DeWayne E Fields's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience March 2013 - January 2015
Job Insurance Representative at Transamerica Agency Network, Inc.
Industry Financial Services
Experience
Transamerica Agency Network, Inc.   September 2015 - Present
Citizens Bank  January 2015 - September 2015
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   March 2013 - January 2015
Harrisburg Regional Chamber & CREDC  May 2012 - May 2013

Education
Messiah College   1984 — 1988
Bachelor of Arts Degree, Family Studies

Karen Steanson Karen Steanson Greater Atlanta Area Details
Karen Steanson's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience July 2008 - Present
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   July 2008 - Present
Atlanta Legal Aid Society  August 1998 - May 2006

Skills
Public Speaking, Nonprofits, Securities, Insurance, Asset Management, Investments, Finance, Financial Advisory, Financial Planners, Retirement Planning

Education
Yale University - Yale School of Management   1980 — 1982
MBA, general management, finance, organizational development

Yale University--Graduate School of Arts and Sciences   1963 — 1968
Ph.D., English Literature

Griffin High School

Stetson University
Bachelor of Arts cum laude (B.A.), English

Gerardo Jerry Camacho Gerardo Jerry Camacho Greater Los Angeles Area Details
Gerardo Jerry Camacho's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience 2002 - Present
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc. Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   2002 - Present
World Financial Group (WFG)   2001 - Present
Undisclosed  2012 - 2014
Interactive Telecom Networks   2002 - 2004
Contemporary Services Corporation - CSC  1999 - 2002
Gudvi, Chapnick & Oppenheim   1999 - 1999
GRANT THORNTON  1997 - 1999
Arthur Andersen & Co.   1994 - 1997

Skills
Accounting, Finance, Managerial Finance, Financial Statements, Financial Modeling, Internal Controls, Tax, Management, Leadership, Process Improvement, Strategic Planning, Analysis, Cash Management, Tax and/or legal advice...

Education
California State University-Northridge   1990 — 1993
BS, Accounting

Los Angeles Valley College   1990 — 1991
AA, Economics

Los Angeles Pierce College   1986 — 1988
General Education, General Education

Chris Abernathy Chris Abernathy Greater Denver Area Details
Chris Abernathy's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience March 2003 - Present
Job Community Manager, RedPeak; Registered Rep, Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Real Estate
Experience
RedPeak   October 2012 - Present
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   March 2003 - Present
Levey Enterprises   December 2003 - October 2012
Club Ayja   October 2002 - November 2003

Skills
401k, Retirement Planning, IRAs, Securities, Financial Advisory, Financial Planners, Retirement, Finance, Fixed Annuities, Wealth Management, Strategic Financial..., Strategic Planning, Investments, Marketing, Mutual Funds, Sales, Life Insurance, Management, Leadership, Asset Management, Financial Planning, Small Business

Education
University of North Carolina at Chapel Hill   1992 — 1994
Master of Arts (MA), Communication Studies

University of North Carolina at Chapel Hill   1988 — 1992
Bachelor of Arts (BA), Speech Communication and Rhetoric

University of North Carolina at Chapel Hill   1988 — 1992
Bachelor of Arts (BA), History

Jeff Hereford Jeff Hereford Greater Chicago Area Details
Jeff Hereford's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience January 2012 - Present
Job Helping Families Become Financially Independent.
Industry Financial Services
Experience
Heartland Institute of Financial Education  October 2014 - Present
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   January 2012 - Present
World Financial Group (WFG)   November 2005 - Present
HOH   April 2014 - June 2014
KBR, Inc.   May 2008 - July 2012
World Group Securities  February 2009 - January 2012
HR Green, Inc.   May 2006 - April 2008
Professional Power Products Inc.  December 2005 - April 2006

Education
Southern Illinois University, Carbondale   1998 — 2005
BS, Electrical Engineering

Francisco J. Nuñez Francisco J. Nuñez Greater Chicago Area Details
Francisco J. Nuñez's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience December 2012 - Present
Job CFE Certified Financial Educator®
Industry Financial Services
Experience
Heartland Institute of Financial Education  June 2012 - Present
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   December 2012 - Present
World Financial Group (WFG)   October 2004 - Present
Robert Morris University  July 2002 - December 2009
City of Chicago  August 2001 - July 2002
Robert Morris University, Chicago, IL   February 1999 - July 2002
Robert Morris College  July 1997 - February 1999

Skills
Public Speaking, Customer Service, Entrepreneurship, Financial Analysis, Accounting, Budgets, Non-profits, Finance, Management, Outlook, Account Reconciliation, Microsoft Word, Strategic Planning, Strategy, Recruiting, Sales, Nonprofits, Analysis, Accounts Receivable, Spanish-speaking, Marketing, Insurance, Leadership, Training, Small Business, Time Management, Team Building, Leadership Development, Social Networking, Business Planning, Event Planning, Team Leadership

Education
Robert Morris University - Illinois   1996 — 1999
BBA, Accounting

J. Lynn Krautter J. Lynn Krautter Dallas/Fort Worth Area Details
J. Lynn Krautter's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience February 2005 - Present
Job Financial Professional
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   February 2005 - Present
Brinker International  April 2000 - June 2003
Raytheon Network Centric Systems  February 1986 - April 2000

Skills
Retirement Planning, Investments, Financial Services, Insurance, Fixed Annuities, Life Insurance, Planning Services

Education
The University of Texas at Dallas   1985 — 1989
BBS, Business Management

Plano Sr. High School   1981 — 1983

Douglas Berthon, EA Douglas Berthon, EA Madison, Wisconsin Area Details
Douglas Berthon, EA's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience March 2014 - September 2014
Job Investment Advisor Representative Tax Professional
Industry Accounting
Experience
ProActive Tax & Accounting LLC   March 2010 - Present
Transamerica Financial Advisors, Inc. - Transamerica Financial Group Division   March 2014 - September 2014
North Compass Financial Advisors, LLC   September 2011 - March 2014

Skills
Tax, Small Business, Income Tax, Tax Preparation, IRS, Accounting, S Corporations, Tax Returns, Sales Tax, Corporate Tax, Trusts, Estate Tax Planning, Tax Return Preparation, Partnership Taxation, LLC, Tax Accounting

Education
Metropolitan State University   1991 — 1995
B.S. Accounting, Accounting

Michele Eyerly Michele Eyerly Greater Los Angeles Area Details
Michele Eyerly's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience January 2010 - Present
Job Registered Representative
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   January 2010 - Present
Independent  2006 - 2010

Education
Savannah College of Art and Design
Video Production, video and Photography

Dave Prom Dave Prom Portland, Oregon Area Details
Dave Prom's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience 2012 - Present
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   2012 - Present
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   2012 - Present

Skills
Securities, Finance, Investments, Personal Finance, FINRA, Life Insurance, Retirement Planning, Retirement, Investment Advisory..., Financial Planners, Mutual Funds, Fixed Annuities, Wealth Management, Strategic Financial..., Asset Allocation, Long-term Care, IRAs, Wealth Accumulation, Term Life Insurance

Education
Oregon State University   1981 — 1986
Bachelor's degree, Business Teacher Education

Monica Flores Roman Monica Flores Roman Greater Los Angeles Area Details
Monica Flores Roman's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience December 2007 - Present
Job Registered Representative at Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   December 2007 - Present
Mortgages  July 2005 - January 2012

Skills
Investments, Entrepreneurship, Insurance, Small Business, Mortgage Lending, Mutual Funds, Team Building, Public Speaking, Wealth Management, Life Insurance, Long-term Care, Retirement, Loan Origination, IRAs, Fixed Annuities, 401k, Marketing Strategy

Education
University of California, Riverside   1999 — 2003
BA, Political Science/English

Josh Gossett Josh Gossett Dayton, Ohio Area Details
Josh Gossett's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience October 2011 - Present
Job Investment Advisor Representative with Transamerica Financial Advisors, Inc. Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   October 2011 - Present
Managed Wealth Financial  July 2011 - Present
Lowe's Home Improvement  October 2003 - January 2013

Skills
Fixed Annuities, Life Insurance, Financial Services, Retirement, Retirement Planning, College Savings Plans, Forecasting, Customer Service, Recruiting, Strategic Financial..., Wealth, Wealth Management, IRAs, Finance, Term Life Insurance, Sales, Personal Finance, Investments, Mutual Funds, 401k, Asset Allocation, Investment Strategies, Asset Management, Cold Calling, Investment Advisory, Sales Process

Education
ITT Technical Institute-Dayton   1996 — 1998
Associate's degree, AutoCAD - Drafting

Springfield / Clark JVS   1994 — 1996
AutoCAD - Drafting

Greenon High School   1992 — 1996

Brian McCurdy Brian McCurdy Greater Denver Area Details
Brian McCurdy's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience 2010 - Present
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc. Transamerica Financial Group Division.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   2010 - Present
Big Pappa's BBQ   2008 - 2011
Equity Vest Inc   1998 - 2008

Education
Michigan State University   1995 — 2000

Swartz Creek High School   1991 — 1994

Billy T. Cross II Billy T. Cross II Urbana-Champaign, Illinois Area Details
Billy T. Cross II's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience April 2013 - January 2015
Job Financial Educator/Strategist Teaching the lessons about money that was never taught in school
Industry Financial Services
Experience
PHP Agency LLC, People Helping People  January 2015 - Present
Money Smart Movement  April 2011 - Present
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   April 2013 - January 2015
COUNTRY ® Financial  September 2010 - April 2011
Northwestern Mutual Financial Network  August 2009 - June 2010
Northwestern University  August 2003 - July 2009

Education
Northern Illinois University
B.S., Psychology

Jeffrey Cuenco Jeffrey Cuenco Greater San Diego Area Details
Jeffrey Cuenco's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience November 2013 - March 2015
Job Visionary Entrepreneur | Financial Professional | Mentor and Speaker
Industry Financial Services
Experience
World Financial Group (WFG)   September 2010 - Present
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   November 2013 - March 2015
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   August 2010 - March 2015
Sentek Global  October 2011 - May 2013
Calit2, UCSD  June 2007 - September 2011

Skills
Electrical Engineering, Software Engineering, Systems Engineering, Python, Machine Learning, Programming, SQL, Java, C++, XML, HTML, Distributed Systems, C, Linux, PHP, Matlab, Windows, Wireless Communications..., Insurance, Life Insurance, Permanent Life Insurance, Equity Indexed Annuities, Fixed Annuities, Variable Life, Variable Annuities, Data Analysis, Embedded Systems, Networking, Software Development

Education
University of California, San Diego   2003 — 2007
Bachelor of Science (B.S.), Electrical, Electronics and Communications Engineering

Grossmont College   2002 — 2003

Southwestern College   2001 — 2002

Peak Potentials

Peak Potentials

Mario Cinardi Mario Cinardi Greater Chicago Area Details
Mario Cinardi's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience May 1998 - Present
Job CFE Certified Financial Educator®
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   May 1998 - Present
Heartland Institute of Financial Education  June 2012 - Present
MC & Associates Financial Group   May 1998 - Present

Skills
IRAs, Life Insurance, Long-term Care, Financial Education, Sales Rep Training, Public Speaking, Adult Education, Financial Markets, Wealth Preservation..., Annuities, Branch Management, College Education..., certified financial..., Estate Planning, Disability Insurance, Pensions, 401k Rollovers, Retirement Plan...

Education
Northern Illinois University - College of Business   1994 — 1998
Bachelor of Science, Major in Business Marketing, Minor in Italian Language

Jim Hatheway Jim Hatheway Portland, Oregon Area Details
Jim Hatheway's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience February 2009 - Present
Job Investment Advisor Representative
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   February 2009 - Present
World Financial Group (WFG)   January 2007 - Present
PacifiCorp  1999 - 2006

Education
Oregon State University
BS, Geography

Portland State University
BS - Biology

David Barkholz David Barkholz Maumee, Ohio Details
David Barkholz's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience June 2012 - Present
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   June 2012 - Present
Black Swamp Sports Inc.   June 2011 - Present
Wildwood Environmental Academy   August 2007 - March 2013
Central Michigan University  June 2005 - June 2007
Defiance College  August 2004 - June 2005

Education
Central Michigan University   2005 — 2007
Master or Arts, Coaching

Bowling Green State University   2000 — 2004
Bachelor of Science, Secondary Education

The Defiance College

Andrew Laws Andrew Laws Portland, Oregon Area Details
Andrew Laws's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division 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., Transamerica Financial Group Division   January 2012 - Present
World Group Securities, Inc.   June 2004 - January 2012
Wells Fargo Investments, LLC  August 2003 - April 2004

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets

Education
Bucknell University   1997 — 2001
Bachelor of Arts (B.A.), Economics

Jeanne Bell Jeanne Bell Greater Denver Area Details
Jeanne Bell's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience January 2013 - July 2014
Job Independent Insurance Professional at Side by Side Quotes.com
Industry Insurance
Experience
Side by Side Quotes.com   July 2014 - Present
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   January 2013 - July 2014
Anthony Capital, LLC   November 2011 - January 2013

Skills
Life Insurance, Series, 6, series 63

Education
Southern Utah University   1999 — 2001
Bachelor of Arts (B.A.), Spanish Language

Tad Binkley Tad Binkley Columbus, Ohio Area Details
Tad Binkley's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience March 2012 - Present
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc. Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   March 2012 - Present

Education
The Ohio State University   2011 — 2012
Agribusiness and Applied Economics

Concord University   2008 — 2012
Business/ Business Management

Susan Mesrobyan Susan Mesrobyan Encino, California Details
Susan Mesrobyan's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience July 2013 - Present
Job Investment Advisor Representative 3000+ Connections
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   July 2013 - Present
World Financial Group (WFG)   2012 - Present
G.H. Development   2006 - 2011
The Hartford  2005 - 2006
Various insurance agencies  2003 - 2004
AGBU Manoogian-Demirdjian School  1982 - 2002

Skills
Retirement Planning, Financial Analysis, Financial Advisory, Retirement, Annuity Sales, 401k, 401k Rollovers, IRAs, Investments, Life Insurance, Licensed Life & Health..., Insurance, Long-term Care, Term Life Insurance, Disability Insurance, Mutual Funds, Fixed Annuities, Investment Strategies, Employee Benefits, Investment Advisory, Long Term Care Insurance, Small Business, Health Insurance, Series 6, Series 63, Wealth, Securities, FINRA, Marketing, Leadership, Finance, Customer Service, Management, Public Speaking

Education
CSUN   1992 — 1993
California Teaching Credential, Education

Pedagogical Institute of Foreign Languages   1976 — 1981
Bachelor of Arts (B.A.), English Language and Literature/Letters, A

Jun Capistrano Jun Capistrano Henderson, Nevada Details
Jun Capistrano's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience October 2001 - Present
Job Registered Representative
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   October 2001 - Present
Self-employed  October 1998 - Present
Self-employed  July 1998 - Present

Skills
Retirement Planning, Investments, Strategic Financial..., Financial Analysis, Mutual Funds, Securities, Equities, Retirement, Series 63, Asset Allocation, Fixed Annuities, Insurance, Fixed Income

Education
Far Eastern University
Bachelor of Science (BS), Accounting and Finance

Alex Hilbert Alex Hilbert Greenville, South Carolina Area Details
Alex Hilbert's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience January 2012 - April 2014
Job President & CEO at Hilbert Financial Group, LLC
Industry Financial Services
Experience
Hilbert Financial Group, LLC   April 2014 - Present
Hilbert Insurance Group, LLC   September 2014 - Present
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   January 2012 - April 2014
Varsity Internship Program  2008 - 2009
Vector Marketing  2001 - 2009

Education
Bob Jones University   2004 — 2009
B.A., Bible, Speech

Michael Bonfiglio Michael Bonfiglio Greater Denver Area Details
Michael Bonfiglio's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience January 2012 - Present
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Financial Services
Experience
World Financial Group (WFG)   August 2007 - Present
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   January 2012 - Present
Treelore, Inc   January 2008 - Present
Investment Advisors International  April 2008 - January 2012
Treelore   June 1984 - December 2007
Avaya  April 2005 - March 2007
Motorola  June 2003 - September 2004
Orbis Engineering   January 2002 - April 2002
AT&T Broadband / MediaOne Group   December 1998 - September 2001
MediaOne  1998 - 1999

Skills
Investments, Business Analysis, Insurance, Team Building, Financial Analysis, Budgets, Business Planning, Retirement Planning, Portfolio Management, Asset Management, Variable Annuities, Financial Modeling, Strategic Planning, Retirement Services

Education
Professional Licenses   2007 — 2012
Life / Series 6, 63 & 65

Iowa State University   1962 — 1967
BS

Jeremy Hules Jeremy Hules Woodland Hills, California Details
Jeremy Hules's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience January 2012 - Present
Job Investment Advisor Representative
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. - Transamerica Financial Group Division   January 2012 - Present
World Group Securities  April 2007 - January 2012

Skills
Strategic Financial..., Retirement Planning, Mutual Funds, Retirement, Fixed Annuities, Wealth Management, Investments, Securities, 401k, Investment Advisory, IRAs, Insurance, Financial Advisory, Life Insurance, Estate Planning, Asset Management, Asset Allocation, College Savings Plans, 403 b, 457 Plans, 529 Plans, Rollovers

Education
California State University-Northridge   1997 — 2005
Master's of Science, Physics

Kevin Ploche Kevin Ploche Orlando, Florida Area Details
Kevin Ploche's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience September 2008 - Present
Job Registered Representative
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   September 2008 - Present
Island One Resorts  September 2007 - April 2009
ADT Security Services  April 2006 - June 2007
North American Title  March 2001 - April 2006

Education
Florida International University   1997 — 2002
Bachlor's, Finance

Joshua M. Schultz Joshua M. Schultz Greater Chicago Area Details
Joshua M. Schultz's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience June 2013 - August 2015
Job Internal Marketing Representative at Penn Mutual
Industry Financial Services
Experience
Penn Mutual  August 2015 - Present
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   June 2013 - August 2015
McConn Coffe Co.   August 2013 - April 2014
Morris, Pool and Associates, LLC   May 2012 - July 2012
APG Office Furnishings  June 2010 - August 2011
Five Seasons Family Sports Club  June 2009 - August 2009

Education
Indiana Wesleyan University   2010 — 2014
Bachelor of Science (B.S.), Finance

Dayton Christian High School   2006 — 2010

David K. Nicholas David K. Nicholas Bakersfield, California Area Details
David K. Nicholas's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience 2011 - Present
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   2011 - Present
Stewardship Advisors LLC   January 2003 - 2011
Daniells Phillips Vaughan and Bock Accountancy Corporation   July 1987 - December 2002
Nicholas & Co CPAs   January 1972 - June 1987

Skills
CPA, Retirement Planning, Portfolio Management, Personal Financial..., Wealth Management, Insurance, Investment Advisory

Education
University of Southern California   1969 — 1971
BS

Menlo College   1967 — 1969
A.A.

Armando Gil Armando Gil Tustin, California Details
Armando Gil's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division 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. Transamerica Financial Group Division   January 2012 - Present
World Financial Group, Inc.   1991 - Present
IAI Advisors International   1991 - January 2012

Skills
Financial Services, Business Planning, Entrepreneurship, Leadership Development, Retirement Planning, Direct Marketing, Small Business, Investments, Recruiting, Management, Fixed Annuities, Insurance, Team Building, Career Opportunities, Sales, Web Marketing, Finance, Mutual Funds, IRAs, Coaching, Leadership, Life Insurance, Retirement, Marketing, Strategic Planning, Financial Services..., Internet Marketing

Education
CSUN   1982 — 1985
Bachelor of Science, Cyrriculum & Instruction, PE

Daniel Murphy High School   1975 — 1978
Graduated, HS Graduate

Kevin Jinkerson Kevin Jinkerson Greater Denver Area Details
Kevin Jinkerson's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience September 2013 - Present
Job Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   September 2013 - Present
Paychex  April 2012 - February 2014
Cbeyond  November 2005 - April 2012

Skills
Account Management, Leadership, Customer Retention, New Business Development, Consultative Selling, Selling, Cross-functional Team..., Managed Services, Direct Sales, Sales Process, Sales, Contract Negotiations, Sales Presentations, Professional Services, Solution Selling, Channel Partners, B2B, Cold Calling, Cloud Computing, Hosted Services, SaaS, Broadband, MPLS, SIP Trunking, Broadband Access, Unified Communications, Salesforce.com, Telecommunications, Long Distance, Hosted VoIP, Mobile Communications, Email Hosting, Backup Solutions, Metro Ethernet, Internet Services, IVR, Ethernet, Mobile, VPN, VoIP, Telephony, Wireless

Education
University of Denver   1999 — 2004
MBA, BA, Business, Chemistry

Cheryl Sheppard Cheryl Sheppard Fort Collins, Colorado Area Details
Cheryl Sheppard's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division 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., Transamerica Financial Group Division   January 2012 - Present
Loveland Chamber of Commerce & Visitor Center  2007 - Present
Investment Advisors International  July 2008 - January 2012
World Group Securities  January 2005 - January 2012
Kodak  June 1973 - April 2004
Eastman Kodak Co  1973 - 2004

Skills
Investments, Insurance, Small Business, Budgets, Financial Services

Education
Regis University   1990 — 1992
BS in CIS, Systems

Aims Community College   1985 — 1990
AS in BIS, Business, Systems

Augustana University (SD)   1972 — 1973
Business

Loveland High   1969 — 1972

Susie Duke Susie Duke Greater Atlanta Area Details
Susie Duke's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience July 2012 - Present
Job Investment Advisor Representative
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   July 2012 - Present
Susan Duke Development   November 1987 - Present
Susan M DukeDevelopment   November 1997 - November 2011

Skills
Investments, Entrepreneurship, Insurance, Retirement Planning, Strategic Financial..., Strategic Planning, Real Estate, IRAs, Fixed Annuities, Team Building, Customer Service, Financial Analysis

Education
Auburn University   1968 — 1972
Bachelor of Science (B.S.)

High School   1964 — 1968

Abel Kan Abel Kan Torrance, California Details
Abel Kan's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division 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

Jack Seibert Jack Seibert Greater Atlanta Area Details
Jack Seibert's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience January 2012 - Present
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc., Financial Group Division
Industry Civil Engineering
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   January 2012 - Present
CH2M Hill  February 2010 - April 2013
CH2M Hill  May 2004 - April 2013
CH2M Hill  May 2004 - April 2013
CH2M HILL  May 2004 - April 2013
WFG & WFG Securities   January 1996 - January 2012
CH2M HILL  January 2008 - January 2010
CH2M HILL OMI  2005 - January 2008
Sandy Springs Revitalization, Inc.   2007 - 2007
City of Roswell, Ga   March 2001 - May 2004

Skills
Civil Engineering, Transportation..., Construction Management, Construction, Stormwater Management, Erosion Control, Transportation Planning, Traffic Engineering, Traffic Signal Design, Highways, Program Management, Road, Project Estimation, Drainage, Road Traffic, Value Engineering, Land Development, Hydrology, Contract Management, Feasibility Studies, Bridge, Site Plans, Land Use Planning, LEED

Education
University of Florida1980   1979 — 1980
MSE, Civil Engineering

Chapman College   1977 — 1978
Master of Business Administration (MBA), Organizational Leadership

University of Florida   1961 — 1965
BSIE, Industrial Engineering

Brian L. Buss Brian L. Buss Greater Chicago Area Details
Brian L. Buss's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience April 1997 - Present
Job Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   April 1997 - Present
Cook County Government  March 1993 - May 1996
St. Paul Companies  June 1989 - March 1993

Skills
Employee Benefits, Retirement Planning, Strategic Financial..., Insurance, Investments, IRAs, Team Building, Financial Advisory, Series 6, Fixed Annuities, Retirement, Small Business, Estate Planning, Securities, Mutual Funds, Strategic Planning, 401k, Coaching, Wealth Management, Asset Managment, Budgets, Finance, Training, Leadership, Financial Planners, Term Life Insurance, Team Mentoring, Portfolio Management, Whole Life

Education
University of Wisconsin-Stout   1985 — 1988
BS, Manufacturing Engineering/Industrial Technologies, Cum Laude

Moraine Park Technical College

Michelle (Qinghua) Liu Michelle (Qinghua) Liu Greater San Diego Area Details
Michelle (Qinghua) Liu's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience January 2012 - Present
Job Business Entrepreneur
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   January 2012 - Present
Gen-Probe, Inc  August 1999 - March 2002

Education
University of Wisconsin-Madison   1993 — 1999
Ph.D, Biotechnology/Chemistry

Indiana University of Pennsylvania   1991 — 1993
M.S., Analytical Chemistry

Shanghai Jiao Tong University   1986 — 1990
B.S., Applied Chemistry

Daryl Brayton Daryl Brayton Greater Atlanta Area Details
Daryl Brayton's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience May 2011 - Present
Job Registered Representative
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   May 2011 - Present

Education
Georgia State University   2000 — 2007
B.B.A Actuarial Science, M.S. Finance: Investments, M.S. Managerial Sciences

Patricia Mays Patricia Mays Monticello, Arkansas Details
Patricia Mays's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience January 2012 - Present
Job Branch Office Mgr at Branch Office of Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Financial Services
Experience
'ashar Ministries, Inc.   March 2012 - Present
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   January 2012 - Present
P.F. Mays & Associates, LLC   January 2012 - Present

Skills
Retirement Plans, Insurance, Strategic Planning, Medical Devices, Management, Process Improvement, Quality Assurance, Cross-functional Team..., Data Analysis, Risk Management, Product Development, Website Development, Budgets, Team Building, Finance, Project Management, PowerPoint, Leadership Development, Nonprofits, Start-ups, ISO 13485, V&V, Change Management, Public Speaking, Lean Manufacturing, Continuous Improvement, Engineering, Product Management, Project Planning, Manufacturing, Customer Service, Entrepreneurship, Microsoft Word, Program Management, Team Leadership, Validation, Microsoft Office, Business Process..., Vendor Management, Coaching, FDA, Six Sigma, Quality System, Training, SAS Programming, PHP, MySQL, Visio

Education
Texas A&M University   1994 — 2008
Ph.D.

Garth Hassel Garth Hassel Idaho Falls, Idaho Details
Garth Hassel's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience September 2010 - December 2013
Job Executive Director at Global View Capital Advisors
Industry Financial Services
Experience
Global View Capital Advisors  January 2014 - Present
Independent Broker  December 2007 - Present
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   September 2010 - December 2013
Safety & Ecology Corporation (SEC)   September 2005 - October 2007
Science Applications International Corporation (SAIC)   January 2002 - September 2005
Science Applications International Corporation (SAIC)   December 1992 - January 2002
Energy and Environmental Research Corporation (later General Electric Energy)   April 1989 - December 1992
U.S. Department of Energy   January 1987 - January 1988

Skills
Turnkey 401(k) with..., 401k, Investments, Retirement Solutions, Roth IRA, IRA's, Simple IRA, SEP, Solo 401(k), Fixed Annuities, Variable Annuities, Equity Indexed Annuities, Life Insurance, Long-term Care, Disability Insurance, Supplemental Health, Health Insurance, Employee Benefits, Insurance

Education
Penn State University   1981 — 1989
BS, MS, Fuel Science

Michelle Arend Michelle Arend Houston, Texas Area Details
Michelle Arend's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience October 2008 - Present
Job at Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   October 2008 - Present
Michelle Arend, CPA   January 1994 - Present
Ernst & Young  February 1991 - January 1994

Skills
Tax, Financial Planning, Health Insurance, Employee Benefits, Retirement, Insurance, Financial Advisory, Strategic Financial..., Investments, Life Insurance, Retirement Planning, Financial Planners, Disability Insurance, Long Term Care Insurance, 401k, Securities, Financial Services, Management, Finance, Strategic Planning

Education
University of Houston   1978 — 1983
BS, Accounting

Northbrook High School   1974 — 1978

Richard Wernick Richard Wernick Alpharetta, Georgia Details
Richard Wernick's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience 2010 - Present
Job Investment Advisor Representative, Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   2010 - Present
Land Sellutions, Inc   1992 - 2011
Continental Southern   1978 - 1992
Price Waterhouse Coopers  1964 - 1978

Skills
Strategic Planning, Team Building, Real Estate, Public Speaking, Financial Planners, Financial Advisory, Finance, Entrepreneurship, Tax, Securities, Budgets, Small Business, Insurance, Investments, Leadership, Financial Analysis, Management, Marketing, Microsoft Excel, Strategic Financial..., Nonprofits, Contract Negotiation, Leadership Development

Education
University of Iowa   1960 — 1964
BBA, Accounting, Economics

Frederick Williams Frederick Williams Greater Los Angeles Area Details
Frederick Williams's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division 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., Transamerica Financial Group Division   January 2012 - Present
World Financial Group (WFG)   2010 - Present
RunRight Insurance Services   January 2006 - Present
RunRight Realty   August 1987 - Present
F. D. Williams and Associates   August 1985 - July 1987
Security Pacific Bank  August 1977 - July 1985

Skills
Insurance, Real Estate, Financial Advisory, Fixed Annuities, Mortgage Lending, Life Insurance, Disability Insurance, Asset Managment, Commercial Insurance, Long Term Care Insurance

Education
Stanford University Graduate School of Business   1975 — 1976
Master of Business Administration (M.B.A.), Finance & Accounting

California Institute of Technology   1969 — 1974
Bachelor of Science (BS), Economics

Los Angeles High School   1967 — 1969
Science and math

Sean Ragland Sean Ragland Orange County, California Area Details
Sean Ragland's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience April 1997 - Present
Job CFE Certified Financial Educator ® (800)8750883
Industry Financial Services
Experience
Heartland Institute of Financial Education  2014 - Present
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   April 1997 - Present

Skills
Building Relationships, Empowerment, Inspiration, Leadership, Career Development, Education, Business Planning and..., Coaching, Training, Team Building, Entrepreneurship, Public Speaking, Mentoring, Time Management, New Business Development, Strategic Financial..., Wealth Management, Wealth Protection, Investments, Insurance, Estate Planning, Financial Services, Financial Advisory, Securities, Due Diligence, FINRA, Product Development, Mutual Funds, Variable Annuities, IRAs, Executive Benefit..., 401k, Debt Elimination, Asset Management, Marketing, Risk Management, Pensions, Retirement Planning, Wealth, Financial Planning

Education
Arizona State University
BS

University of California, San Diego

Chiew Sing (Cindy) Ling, CFA Chiew Sing (Cindy) Ling, CFA Dallas/Fort Worth Area Details
Chiew Sing (Cindy) Ling, CFA's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience January 2012 - Present
Job Branch Office Manager, Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   January 2012 - Present
World Financial Group (WFG)   June 2001 - Present
New Frontiers Computing Solutions   November 2000 - Present
Investment Advisors International  2006 - December 2011
State Street Global Advisors  1998 - 2000
Advance Investment Technologies   1996 - 1998
Bank of America  1994 - 1996
ITI  1990 - 1993
Information Tecnology Institute   1990 - 1992

Skills
Global Investment..., Investments, Strategic Financial..., Quantitative Investing, Retirement Planning, Equities, Fixed Income, Foreign Exchange, Variable Annuities, Insurance, Leadership, Multi-cultural team..., IRAs, Investment Strategies

Education
UNSW Australia   1988 — 1990
Master of Engineering Science, Advance Robotics and Signal Processing

Monash University   1984 — 1986
Bachelor of Science, Applied Mathematics & Computer Science

Kim Dapello Kim Dapello Sherman Oaks, California Details
Kim Dapello's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience January 2012 - Present
Job Registered Representative at Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   January 2012 - Present
World Group Securities  February 2009 - January 2012
Pam's Hallmark Shop   November 1986 - September 2008
Sales Producers Inc   2006 - 2008

Skills
Customer Service, FINRA, Finance, Financial Advisory, Financial Planners, Financial Services, Fixed Annuities, Insurance, Investments, Leadership, Mutual Funds, Retirement, Retirement Planning, Securities, Strategic Financial..., Team Building, 401k, IRAs, Series 6, Series 63, Life Insurance, Wealth Management, Wealth, Long-term Care, Investment Strategies, Investment Advisory, Term Life Insurance, Variable Annuities, Wealth Accumulation, 401k Rollovers, Estate Planning

Education
California State University-Northridge   1983 — 1987
Liberal Studies

Chatsworth High School   1980 — 1983

Cheryl Yang Cheryl Yang Greater Atlanta Area Details
Cheryl Yang's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division 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., Transamerica Financial Group Division   January 2012 - Present
Investment Advisors International  August 2008 - January 2012

Skills
Investments, Financial Advisory, Securities, Finance, Financial Planners, FINRA, Retirement Planning, Strategic Financial..., Retirement, Mutual Funds, Fixed Annuities, 401k, IRAs, Wealth Management, Estate Planning, Investment Advisory, Insurance, 401k Rollovers, Life Insurance

Education
University of Guam   1998 — 2000
BBA, Accounting

Patricia Callahan Bryant Patricia Callahan Bryant Jacksonville, Florida Area Details
Patricia Callahan Bryant's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience March 2009 - Present
Job Investment Advisor Representative
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   March 2009 - Present
Investment Advisors International  2010 - 2011
Merrill Lynch  November 2002 - May 2008

Education
University of North Florida - College of Business Administration   1995 — 1997
Business Administration, Business

Ed Graves Ed Graves Greater Denver Area Details
Ed Graves's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience January 2012 - Present
Job Branch Office Manager
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   January 2012 - Present

Skills
401k Rollovers, IRA's, 401k, Annuities, Retirement Planning, Financial Planning, Retirement, IRAs, Strategic Financial..., Fixed Annuities

Education
Colorado State University   1987 — 2001
BS, Psychology

Tammy Littlefield Tammy Littlefield Modesto, California Area Details
Tammy Littlefield's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience December 2005 - Present
Job Investment Advisor Representative Transamerica Financial Advisors Inc. Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   December 2005 - Present
Tammy Littlefield   June 2006 - Present
Turlock Pregnancy Center   July 2011 - August 2014
BNI  January 2011 - April 2013
Investment Advisors International  July 2008 - January 2012
World Group Securities  December 2005 - January 2012

Skills
Financial Advisory, Fixed Annuities, Strategic Financial..., Finance, Securities, Financial Planners, 401k, Life Insurance, Investment Advisory, Mutual Funds, Series 6, Estate Planning, IRAs, Wealth Management, Long-term Care

Education
Modesto Junior College   1982 — 1984

Beyer High School   1978 — 1981

Phillip Pardo Phillip Pardo Greater Chicago Area Details
Phillip Pardo's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience August 2001 - Present
Job Financial Services Entrepreneur
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   August 2001 - Present
Motorola Solutions  March 1994 - November 2001

Education
DeVry University-Illinois   1992 — 1996
Bachelor's degree, Electronics Engineering & Management, 3.94

Willie Caldwell Willie Caldwell Greater Atlanta Area Details
Willie Caldwell's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience November 2004 - Present
Job Investment Advisor Rep, Transamerica Financial Advisors Inc., Transamerica Financial Group Division
Industry Investment Management
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   November 2004 - Present
World Financial Group (WFG)   2005 - 2011
Edward Jones  December 1994 - October 2002
Hub Distributing Inc   August 1986 - September 1994

Skills
Team Building, Coaching, Analysis, Retirement Planning, Investments, Strategic Planning, New Business Development, Strategic Financial..., Insurance, Securities, Wealth Management, Strategy, Leadership, Management, Microsoft Excel, Finance, Financial Services, Mutual Funds, Small Business, Public Speaking, Financial Analysis, Business Planning, Team Leadership, Portfolio Management, Fixed Annuities, Wealth, Employee Benefits, Financial Advisory, Life Insurance, IRAs, Marketing, Long-term Care, Retirement, Business Strategy, Financial Planners, 401k, Entrepreneurship, Financial Planning

Education
Dale Carnegie Sales Success   2014 — 2014
Grad, Sales Success

Gwinnett Hall Baptist College   1995 — 1998
Doctor of Theology, Theology/Theological Studies

Florida A&M University   1974 — 1978
Bachelor of Science (BS), Accounting

Robert Pacheco Robert Pacheco Greater Chicago Area Details
Robert Pacheco's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience 2002 - Present
Job Certified Financial Educator at Heartland Institute of Financial Education
Industry Financial Services
Experience
Heartland Institute of Financial Education  October 2012 - Present
World Financial Group  October 2002 - Present
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   2002 - Present

Skills
Finance, Securities, Financial Advisory, Financial Planners, FINRA, Marketing, Retirement Planning, Life Insurance, Mutual Funds, Retirement, Insurance, Fixed Annuities, Investments, Strategic Financial..., Long-term Care, 401k, Wealth Management, Financial Services, Disability Insurance, Financial Analysis

Education
University of Illinois at Chicago   1996 — 2001
Bachelor of Science, Marketing/Management

Gordon Tech High School

Peter Rigor Peter Rigor Greater Chicago Area Details
Peter Rigor's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience January 2012 - Present
Job Registered Representative at Transamerica Financial Advisors, Inc. Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   January 2012 - Present
FORUM MORTGAGE BANCORP  2009 - Present

Skills
College Savings Plans, Retirement Planning, Fixed Annuities, Retirement, IRAs, Mutual Funds, 401k, 401k Rollovers, Wealth Accumulation, Life Insurance, Strategic Financial..., Wealth Management, Estate Planning, Financial Advisory, Series 6, Financial Planners, Roth IRA, Sales, Wealth, Variable Annuities, Investments, Investment Advisory

Education
University of Illinois at Chicago
Bachelor of Science (BS)

Jia Brown, EA Jia Brown, EA Reston, Virginia Details
Jia Brown, EA's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience June 2010 - Present
Job Owner at JB Tax Services, LLC
Industry Financial Services
Experience
Stitely & Karstetter, CPAs   February 2012 - Present
JB Tax Services, LLC   February 2012 - Present
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   June 2010 - Present
Argy, Wiltse & Robinson, P.C.   September 2008 - February 2012

Skills
Tax Preparation, Corporate Tax, QuickBooks, ProSystem fx Tax, S Corporations, Partnership Taxation, Lacerte, Personal Financial..., Life Insurance, 401k Rollovers, Retirement Planning, College Education..., Estate Planning

Education
Virginia Polytechnic Institute and State University - Pamplin College of Business   2006 — 2008
BS, Accounting

Thomas Nelson Community College   2004 — 2006
AS, business administration

Amber Schoenrock Amber Schoenrock Denver, Colorado Details
Amber Schoenrock's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience December 2010 - Present
Job Registered Representative
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   December 2010 - Present

Skills
Financial Services, Strategic Financial..., 401k Rollovers, Retirement Savings, Leadership, Life Insurance, Tax-advantaged..., Savings, Team Building, Management, Recruiting, Sales, Training, 401k, Marketing, Strategy, Product Marketing, Healthcare Management, Financial Advisory, Insurance, Employee Benefits, Financial Planners, Medicare, Managed Care, Patient Safety, Service Recovery, Highly resourceful, Resourceful..., Adaptable to Changes, Medical Terminology, Learning Quickly, Strongly self-motivated, HIPAA, Goal-oriented..., Solid computer skills, Friendly Personality, Strategic Planning, Healthcare, Active Money Management..., Health Insurance, People Skills, Finance, Securities, Public Speaking, Investments, Retirement Planning, Financial Analysis

Education
Webster University   2010 — 2012
Master of Health Administration, Health/Health Care Administration/Management

Metropolitan State University of Denver   2001 — 2005
Bachelor of Arts (B.A.), Human Biology with minor in Holistic Health & Wellness

Allan Talbert Allan Talbert Greater Los Angeles Area Details
Allan Talbert's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience April 2000 - Present
Job Senior Marketing Director
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   April 2000 - Present
The Capital Group Companies, Inc.   July 1993 - April 2001
First American Title  April 1990 - July 1993

Education
Loyola Marymount University   1994 — 1998
MBA, Finance

University of California, Santa Barbara   1984 — 1989
BA, Math/Economics

Mary Jane Farrell Wagner Mary Jane Farrell Wagner Manhattan Beach, California Details
Mary Jane Farrell Wagner's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience 2012 - Present
Job Registered Representative
Industry Investment Management
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   2012 - Present

Skills
Retirement, Finance, Financial Advisory, Securities, Financial Planners, Strategy, FINRA, Strategic Financial..., Investments, Corporate Law, Financial Analysis, Risk Management

Education
UCLA   2012 — 2014

St. Genevieve's

Mike Taupier Mike Taupier Greater San Diego Area Details
Mike Taupier's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience 2005 - Present
Job Investment Advisor Representative
Industry Professional Training & Coaching
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   2005 - Present
Target  June 1991 - 2010

Education
Michigan State University   1997 — 1998

Ca St University Long Beach   1986 — 1989
BS, Management

Timothy Hollenbeck Timothy Hollenbeck Orange County, California Area Details
Timothy Hollenbeck's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience January 2010 - Present
Job Investment Advisor Representative
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   January 2010 - Present
Luxfer  May 2005 - January 2010

Education
Ferris State University   1969 — 1973
Bachelor of Science (BS), Business Administration and Management, General

Virginia Mondonedo Virginia Mondonedo Greater Los Angeles Area Details
Virginia Mondonedo's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience February 2011 - Present
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   February 2011 - Present
World Financial Group (WFG)   September 2009 - Present

Skills
Retirement Strategies, IRA's, Roth IRA, Annuities, Wealth Accumulation, Insurance Planning, Mutual Funds, Retirement, 401k, Series 6, Investment Advisory, Wealth Transfer, Annuity, Retirement Income..., Wealth Management, Estate Planning, Retirement Savings, Term Life Insurance, Financial Advisory, Investment Strategies, Securities, Investments, Asset Protection, Income Protection, Insurance, Asset Management, Financial Advice, Wealth, IRAs

Education
University of California, Los Angeles   1980 — 1982
MBA, Finance

Regina Muter Regina Muter Portland, Oregon Details
Regina Muter's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience June 2003 - Present
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   June 2003 - Present

Education
Lewis and Clark College   1999 — 2000
Specialized Studies, Teaching English as a Second or Foreign Language/ESL Language Instructor

Portland State University   1988 — 1990
Master's Degree, Education with a Minor in Business

Youngstown State University   1965 — 1969
Bachelor's Degree, Elementary Education and Teaching

Richard McKinney Richard McKinney Cincinnati Area Details
Richard McKinney's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience November 2011 - Present
Job Registered Representative at Transamerica Financial Advisors, Inc. Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   November 2011 - Present
Financial Services  January 2011 - Present
US Army  November 1979 - January 2004

Skills
Investments, Retirement Planning, Insurance, Team Building, Financial Services, Team Leadership, Budgets, Microsoft Excel, Strategic Financial..., Mutual Funds, Strategic Planning, Banking, Retirement, Long-term Care, Customer Service, Sales, Program Management, Business Development, Leadership, Loans, Coaching, Public Speaking, Business Strategy, Process Improvement, Microsoft Office, Vendor Management, 401k, Enterprise Architecture, Mergers & Acquisitions, Entrepreneurship, Fixed Annuities, Change Management, Organizational..., Financial Analysis, Credit, Marketing, Leadership Development, Mortgage Lending, Asset Managment, Securities, Project Management, Small Business

Education
Florida Institute of Technology
Master of Science, Material Acquisition Management

Rutgers State University
Bachelor of Science, Psychology

Jeremy Aronow Jeremy Aronow Cincinnati, Ohio Details
Jeremy Aronow's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience September 2013 - Present
Job Registered Representative at Transamerica Financial Advisors, Inc. Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   September 2013 - Present
World Financial Group  March 2013 - Present

Education
University of Dayton   2011 — 2013
Master's degree, Financial Mathematics

University of Cincinnati   2007 — 2010
Bachelor of Arts (B.A.), Economics

Kevin Elmgreen Kevin Elmgreen Evergreen, Colorado Details
Kevin Elmgreen's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience January 2013 - Present
Job Registered Representative
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   January 2013 - Present
Idaho Springs Lumber Company   January 1997 - September 2012
Idaho Springs Lumber Company   January 1994 - January 1997
Batten Builders   January 1987 - January 1994

Skills
Team Building, Sales, Investments, Sales Management, Customer Service, Strategic Planning, Negotiation, Budgets, Project Management, Marketing Strategy, Business Strategy, Product Development, Account Management, Contract Negotiation, Purchasing, Building Materials, Recruiting, Money Management, Life Insurance, Financial Analysis, IRAs, Roth IRA, 401k, 401k Rollovers, Mutual Funds, Variable Annuities, Retirement Planning, Retirement Savings

Education
Emery aviation

Evergreen high

Laramie County Community College

Frank Leandro Frank Leandro Modesto, California Details
Frank Leandro's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division 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., Transamerica Financial Group Division   January 2012 - Present

Education
California Polytechnic State University-San Luis Obispo   1991 — 1996
Agricultural Engineering Technology

Jaden Gurney Jaden Gurney Saint George, Utah Details
Jaden Gurney's Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Experience July 2013 - Present
Job Transamerica Financial Advisors
Industry Financial Services
Experience
Zions Bancorporation  August 2015 - Present
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division   July 2013 - Present

Skills
Investments, Mutual Funds, Financial Analysis, Strategic Financial..., Securities, Retirement Planning, Financial Services, Wealth Management, Financial Modeling, Retirement, Insurance, Asset Management, Financial Advisory, Fixed Annuities, Estate Planning, IRAs, Portfolio Management, Series 63, Life Insurance, Fixed Income, Pensions, Series 6, Personal Finance

Education
Dixie State University   2011 — 2013

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