Tri-Star Financial
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Tri-Star Financial Employees
Employee
Years
Job
Industry
Jay Atlas Jay Atlas's Tri-Star Financial Experience 2004 - 2008
Job Creative Director of Photography & Video
Industry Entertainment
Experience
Atlas A&E September 2013 - Present
Heald College 2014 - January 2015
Tiger Outside Sales September 2011 - January 2015
ITT Technical Institute 2010 - 2013
Jay Atlas June 2008 - December 2012
43rd NAACP Awards 2012 - 2012
AmeriCorps June 2008 - September 2010
Tri-Star Financial 2004 - 2008
Skills
Leadership, Event Planning, Fundraising, Public Speaking, Marketing, Social Networking, Social Media, Customer Service, Team Building, Sales, Project Management, Social Media Marketing, Event Management, Project Planning, Time Management, Strategic Planning, Microsoft Word, PowerPoint, Facebook, Nonprofits, Negotiation, Problem Solving, Career Counseling, Teaching, Microsoft Office, Public Relations, Microsoft Excel, Training, Photography, Networking, Promotional, Song Production, Acting, Performing Arts, Team, Videography
Education
Full Sail University 2010 — 2013
BA, Entertainment Business
American River College 2008 — 2010
Certified, Comercial Music Business
Atlas A&E September 2013 - Present
Heald College 2014 - January 2015
Tiger Outside Sales September 2011 - January 2015
ITT Technical Institute 2010 - 2013
Jay Atlas June 2008 - December 2012
43rd NAACP Awards 2012 - 2012
AmeriCorps June 2008 - September 2010
Tri-Star Financial 2004 - 2008
Skills
Leadership, Event Planning, Fundraising, Public Speaking, Marketing, Social Networking, Social Media, Customer Service, Team Building, Sales, Project Management, Social Media Marketing, Event Management, Project Planning, Time Management, Strategic Planning, Microsoft Word, PowerPoint, Facebook, Nonprofits, Negotiation, Problem Solving, Career Counseling, Teaching, Microsoft Office, Public Relations, Microsoft Excel, Training, Photography, Networking, Promotional, Song Production, Acting, Performing Arts, Team, Videography
Education
Full Sail University 2010 — 2013
BA, Entertainment Business
American River College 2008 — 2010
Certified, Comercial Music Business
Josh Sailar Josh Sailar's Tri-Star Financial Experience July 2011 - May 2013
Job Investment Adviser Representative
Industry Financial Services
Experience
TriStar Financial May 2013 - Present
Tri Star Financial July 2011 - May 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Event Planning, Public Speaking, Facebook, Social Networking, Sales, Investment Advisory, Investment Management, Strategic Financial..., Wealth Management, Investment Strategies, Risk Management, Finance, Strategic Planning, Financial Analysis, Financial Planning, Investments
Education
Binghamton University - School of Management 2007 — 2011
Bachelor of Science (BS), Leadership and Management
State University of New York at Binghamton 2007 — 2011
BS Degree, Leadership Management and Consulting
TriStar Financial May 2013 - Present
Tri Star Financial July 2011 - May 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Event Planning, Public Speaking, Facebook, Social Networking, Sales, Investment Advisory, Investment Management, Strategic Financial..., Wealth Management, Investment Strategies, Risk Management, Finance, Strategic Planning, Financial Analysis, Financial Planning, Investments
Education
Binghamton University - School of Management 2007 — 2011
Bachelor of Science (BS), Leadership and Management
State University of New York at Binghamton 2007 — 2011
BS Degree, Leadership Management and Consulting
Chris Hanson Chris Hanson's Tri-Star Financial Experience 1994 - 1998
Job REALTOR at Better Homes and Gardens Real Estate Gary Greene
Industry Real Estate
Experience
Better Homes and Gardens Real Estate Gary Greene November 2009 - Present
The Sports Authority 1999 - 2009
Coastal Securities 1998 - 2001
Tri-Star Financial 1994 - 1998
Retail Concepts, Inc 1987 - 1994
Inwood Bicycle 1982 - 1987
Southern Pacific Railroad 1973 - 1983
Skills
Real Estate, Residential Homes, Sales, First Time Home Buyers, Relocation, Sellers, Short Sales, Buyer Representation, Foreclosures, REO, Investors, Selling, New Home Sales, Real Estate Transactions, Single Family Homes, Listings, Investment Properties, Mortgage Lending, Negotiation, Contract Negotiation, Condos, Referrals, Commercial Real Estate, Real Property, Real Estate Financing, Refinance, Buyers, Property, Rentals, Townhomes, Leases, HUD, FHA, Seniors, Move Up Buyers, Home Staging, New Homes, ABR, Relocation Buyers, Resellers, Vacation Homes, e-PRO, Brokerage, SFR, Waterfront, Listing Homes, Real Estate License, Real Estate Economics, National Association of..., Agents
Education
University of Houston-Downtown 1990 — 1994
BBA, Business
Better Homes and Gardens Real Estate Gary Greene November 2009 - Present
The Sports Authority 1999 - 2009
Coastal Securities 1998 - 2001
Tri-Star Financial 1994 - 1998
Retail Concepts, Inc 1987 - 1994
Inwood Bicycle 1982 - 1987
Southern Pacific Railroad 1973 - 1983
Skills
Real Estate, Residential Homes, Sales, First Time Home Buyers, Relocation, Sellers, Short Sales, Buyer Representation, Foreclosures, REO, Investors, Selling, New Home Sales, Real Estate Transactions, Single Family Homes, Listings, Investment Properties, Mortgage Lending, Negotiation, Contract Negotiation, Condos, Referrals, Commercial Real Estate, Real Property, Real Estate Financing, Refinance, Buyers, Property, Rentals, Townhomes, Leases, HUD, FHA, Seniors, Move Up Buyers, Home Staging, New Homes, ABR, Relocation Buyers, Resellers, Vacation Homes, e-PRO, Brokerage, SFR, Waterfront, Listing Homes, Real Estate License, Real Estate Economics, National Association of..., Agents
Education
University of Houston-Downtown 1990 — 1994
BBA, Business
Frank Teers Frank Teers's Tri-Star Financial Experience August 2003 - May 2009
Job Motorcycle Sales Associate at HarleyDavidson Motorcycle Sales
Industry Automotive
Experience
Harley-Davidson Motorcycle Sales July 2009 - Present
Tri-Star Financial August 2003 - May 2009
Oxford Financial Group, Ltd. March 2002 - August 2003
Prospera Financial February 2001 - March 2002
Dain Rauscher January 1999 - February 2001
Tri-Star Financial/MJ Whitman August 1992 - January 1999
Mirex Corporation January 1989 - July 1990
Skills
Customer Service, Microsoft Office, Word, PowerPoint, Retail, Customer Relations, Outlook, Social Media, Teamwork, Event Planning, Advertising, Facebook, Data Entry, Public Relations, Negotiation, Selling, Telephone Skills, Public Speaking, Sales Management, Social Media Marketing, Writing, Cold Calling, Social Networking, Automotive Sales, Press Releases
Education
University of Houston 1986 — 1988
N/A, Marketing
USMC/USN Aviation, Aviation Ordnance, TPL Library Control, Aircraft Paint and Corrosion Control 1980 — 1984
Technical Certifications, Aviation Ordnance and Aircraft Maintenance
Alief Independent School District, Alief, TX 1970 — 1980
Harley-Davidson Motorcycle Sales July 2009 - Present
Tri-Star Financial August 2003 - May 2009
Oxford Financial Group, Ltd. March 2002 - August 2003
Prospera Financial February 2001 - March 2002
Dain Rauscher January 1999 - February 2001
Tri-Star Financial/MJ Whitman August 1992 - January 1999
Mirex Corporation January 1989 - July 1990
Skills
Customer Service, Microsoft Office, Word, PowerPoint, Retail, Customer Relations, Outlook, Social Media, Teamwork, Event Planning, Advertising, Facebook, Data Entry, Public Relations, Negotiation, Selling, Telephone Skills, Public Speaking, Sales Management, Social Media Marketing, Writing, Cold Calling, Social Networking, Automotive Sales, Press Releases
Education
University of Houston 1986 — 1988
N/A, Marketing
USMC/USN Aviation, Aviation Ordnance, TPL Library Control, Aircraft Paint and Corrosion Control 1980 — 1984
Technical Certifications, Aviation Ordnance and Aircraft Maintenance
Alief Independent School District, Alief, TX 1970 — 1980
Bob Falkenberg's Tri-Star Financial Experience September 2010 - April 2013
Job VP Risk Management,at PTX Securities, LLC
Industry Management Consulting
Experience
PTX Securities, LLC April 2013 - Present
Solid Rock Consulting October 2008 - Present
Tri-Star Financial September 2010 - April 2013
Parallax Investments January 2010 - September 2011
FINRA October 2003 - October 2008
State of California - Department of Corporations September 1990 - October 2003
Skills
FINRA, SEC, Litigation Support, AML, Securities, Compliance, Auditing, Financial Services, Private Placements, Risk Management, Fixed Income, Investment Advisory, Due Diligence, Corporate Governance, Investments, Mutual Funds
Education
San Diego State University-California State University 1988 — 1990
BS, Business
PTX Securities, LLC April 2013 - Present
Solid Rock Consulting October 2008 - Present
Tri-Star Financial September 2010 - April 2013
Parallax Investments January 2010 - September 2011
FINRA October 2003 - October 2008
State of California - Department of Corporations September 1990 - October 2003
Skills
FINRA, SEC, Litigation Support, AML, Securities, Compliance, Auditing, Financial Services, Private Placements, Risk Management, Fixed Income, Investment Advisory, Due Diligence, Corporate Governance, Investments, Mutual Funds
Education
San Diego State University-California State University 1988 — 1990
BS, Business
Frank Teers Frank Teers's Tri-Star Financial Experience March 1995 - July 1997
Job Sales Associate at Texan Harley Davidson
Industry Automotive
Experience
Texan Harley Davidson Fixed Income Investment RepresentativeTri-Star FinancialAugust 2003 - June 2009
Oxford Financial Group, Ltd. August 2001 - August 2003
TIG Capital February 2001 - August 2001
Dain Rauscher Inc. January 1999 - February 2001
MJ Whitman July 1997 - January 1999
Tri-Star Financial March 1995 - July 1997
Gillman Mitsubishi May 1993 - March 1995
Mutual Money Desk, DBA Tri-Star Financial August 1990 - May 1993
Evergreen Financial Services July 1989 - August 1990
Mirex Office Technology Systems June 1987 - July 1989
Education
Harley Davidson University 2009 — 2011
Multiple Certifications, P.A.C.E., Finance and Insurance
University of Houston 1985 — 1987
None, Marketing and Finance
United States Marine Corps Technical Schools 1980 — 1984
Multiple Certifications, Weapons Systems, Non Destructive Inspection, Paint and Corrosion Control, Heavy Equipment Operation
Texan Harley Davidson Fixed Income Investment RepresentativeTri-Star FinancialAugust 2003 - June 2009
Oxford Financial Group, Ltd. August 2001 - August 2003
TIG Capital February 2001 - August 2001
Dain Rauscher Inc. January 1999 - February 2001
MJ Whitman July 1997 - January 1999
Tri-Star Financial March 1995 - July 1997
Gillman Mitsubishi May 1993 - March 1995
Mutual Money Desk, DBA Tri-Star Financial August 1990 - May 1993
Evergreen Financial Services July 1989 - August 1990
Mirex Office Technology Systems June 1987 - July 1989
Education
Harley Davidson University 2009 — 2011
Multiple Certifications, P.A.C.E., Finance and Insurance
University of Houston 1985 — 1987
None, Marketing and Finance
United States Marine Corps Technical Schools 1980 — 1984
Multiple Certifications, Weapons Systems, Non Destructive Inspection, Paint and Corrosion Control, Heavy Equipment Operation
Paul Gaylord Paul Gaylord's Tri-Star Financial Experience May 2006 - Present
Job Investment Consultant
Industry Financial Services
Experience
Tri-Star Financial May 2006 - Present
tri star financial 2006 - 2009
Coastal Securities 2004 - 2006
Education
The University of Texas at El Paso 1998 — 2001
Tri-Star Financial May 2006 - Present
tri star financial 2006 - 2009
Coastal Securities 2004 - 2006
Education
The University of Texas at El Paso 1998 — 2001
Marco R. Ruiz's Tri-Star Financial Experience 1997 - 1999
Job University of Houston Ft. Bend SBDC Business Advisor
Industry Management Consulting
Experience
Univeristy of Houston-Small Business Development Center February 2008 - Present
American General Finance February 2005 - April 2006
MASS MUTUAL FINANCIAL - Houston, Texas September 2002 - August 2005
MORGAN STANLEY - Houston, Texas 2000 - 2001
COASTAL SECURITES – Houston, Texas 1998 - 1999
Tri-Star Financial 1997 - 1999
Skills
Business Planning, New Business Development, Strategic Planning, Management, Financial Analysis, Management Consulting, Process Improvement, Strategic Financial..., Risk Management, Financial Services, Banking, Insurance, Credit
Education
Our Lady of the Lake University 2008 — 2010
MBA, Finance
University of Phoenix - Business Management
BS, BUSINESS MANAGEMENT
Univeristy of Houston-Small Business Development Center February 2008 - Present
American General Finance February 2005 - April 2006
MASS MUTUAL FINANCIAL - Houston, Texas September 2002 - August 2005
MORGAN STANLEY - Houston, Texas 2000 - 2001
COASTAL SECURITES – Houston, Texas 1998 - 1999
Tri-Star Financial 1997 - 1999
Skills
Business Planning, New Business Development, Strategic Planning, Management, Financial Analysis, Management Consulting, Process Improvement, Strategic Financial..., Risk Management, Financial Services, Banking, Insurance, Credit
Education
Our Lady of the Lake University 2008 — 2010
MBA, Finance
University of Phoenix - Business Management
BS, BUSINESS MANAGEMENT
Kelly Schmalhausen's Tri-Star Financial Experience June 2013 - June 2014
Job Vice President at BOK Financial
Industry Financial Services
Experience
BOK Financial June 2014 - Present
Tri-Star Financial June 2013 - June 2014
KOS Consulting 2001 - 2014
Financial Services May 2012 - June 2013
City National Bank April 2011 - April 2012
Zions Bancorporation January 2005 - December 2010
Amegy Bank (acquired by Zions) 2002 - 2005
Bank United 1993 - 2001
Skills
Broker-Dealer, Investment Advisory, General Securities..., FINRA, Securities Regulation, Risk Assessment, Investment Advisor..., Compliance Program..., Regulatory Examinations, Compliance Testing, Risk Management, AML, Wealth Management, Investment Management, KYC, Risk Based Testing, Regulatory Policy, Mutual Funds, Internal & External..., Investments, Banking, Series 24, Enterprise Risk..., Series 7, Series 63, SEC, USA PATRIOT Act, OFAC, Bank Secrecy Act, Financial Regulation, Financial Advisory, Insurance, Series 65, Asset Management, Financial Services, Operational Risk..., Securities, Investment Company Act, Securities Exchange Act..., Investment Advisers Act, 1940 Act, Investment Compliance, Broker-Dealer Compliance, Compliance Officers, Compliance Oversight, Compliance Operations, Compliance Procedures, Compliance..., Compliance Monitoring, Compliance
Education
University of Houston 1984 — 1986
Bachelor of Science (B.S.), Economics
The University of Texas at Austin 1981 — 1984
BOK Financial June 2014 - Present
Tri-Star Financial June 2013 - June 2014
KOS Consulting 2001 - 2014
Financial Services May 2012 - June 2013
City National Bank April 2011 - April 2012
Zions Bancorporation January 2005 - December 2010
Amegy Bank (acquired by Zions) 2002 - 2005
Bank United 1993 - 2001
Skills
Broker-Dealer, Investment Advisory, General Securities..., FINRA, Securities Regulation, Risk Assessment, Investment Advisor..., Compliance Program..., Regulatory Examinations, Compliance Testing, Risk Management, AML, Wealth Management, Investment Management, KYC, Risk Based Testing, Regulatory Policy, Mutual Funds, Internal & External..., Investments, Banking, Series 24, Enterprise Risk..., Series 7, Series 63, SEC, USA PATRIOT Act, OFAC, Bank Secrecy Act, Financial Regulation, Financial Advisory, Insurance, Series 65, Asset Management, Financial Services, Operational Risk..., Securities, Investment Company Act, Securities Exchange Act..., Investment Advisers Act, 1940 Act, Investment Compliance, Broker-Dealer Compliance, Compliance Officers, Compliance Oversight, Compliance Operations, Compliance Procedures, Compliance..., Compliance Monitoring, Compliance
Education
University of Houston 1984 — 1986
Bachelor of Science (B.S.), Economics
The University of Texas at Austin 1981 — 1984
Ruby Tollett's Tri-Star Financial Experience February 2008 - Present
Job General Manager at The Regus Group
Industry Financial Services
Experience
The Regus Group September 2013 - Present
Tri-Star Financial February 2008 - Present
Customer Service Representative II August 2011 - September 2013
Skills
Bloomberg, Trading, Sales, Fixed Income, Cold Calling, Salesforce.com, Negotiation, Social Media Marketing, Customer Service, PowerPoint, Brokerage, Microsoft Office, Real Estate Economics, Social Networking, Event Planning, Social Media, Facebook, Microsoft Word, Real Estate, Public Relations
Education
Baylor University - Hankamer School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
The Regus Group September 2013 - Present
Tri-Star Financial February 2008 - Present
Customer Service Representative II August 2011 - September 2013
Skills
Bloomberg, Trading, Sales, Fixed Income, Cold Calling, Salesforce.com, Negotiation, Social Media Marketing, Customer Service, PowerPoint, Brokerage, Microsoft Office, Real Estate Economics, Social Networking, Event Planning, Social Media, Facebook, Microsoft Word, Real Estate, Public Relations
Education
Baylor University - Hankamer School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General