Triloma Company

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Triloma Employees

Employee
Years
Job
Industry
Marc Sola Lopez Marc Sola Lopez Orlando, Florida Area Details
Marc Sola Lopez's Triloma Experience September 2015 - Present
Job Associate at Triloma
Industry Financial Services
Experience
Triloma   September 2015 - Present
Mosaic Wealth Management Group, Inc  May 2014 - July 2014
Professional Basketball Player  August 2002 - May 2012

Skills
Leadership, Microsoft Office, Social Media, Social Networking, Microsoft Excel, Finance, Project Management, Strategic Planning, Business Strategy, Teamwork

Education
Florida Institute of Technology   2011 — 2015
Bachelor’s Degree, Business Administration and Management, General, GPA 3.62

Eric Nadeau Eric Nadeau Winter Park, Florida Details
Eric Nadeau's Triloma Experience April 2015 - Present
Job Chief Financial Officer at Triloma Energy Advisors
Industry Investment Management
Experience
Triloma   April 2015 - Present
Old Florida Bancshares, Inc.   May 2014 - March 2015
Home Federal Bancorp, Inc.   June 2008 - May 2014
Camco Financial Corporation   January 2006 - June 2008
Ohio Legacy Corp   January 2003 - January 2006
Horizon PCS  January 2001 - January 2003
HOLT CAT  April 1999 - 2001
AmeriLink Corporation  March 1998 - April 1999
Crowe Chizek  1993 - 1998

Skills
Banking, Finance, Cash Management, Loans, Commercial Lending, Financial Reporting, Credit, Commercial Banking, Treasury Management, Financial Analysis, SEC filings, Small Business Lending, Risk Management, Credit Analysis, Strategic Financial..., Financial Planning, SEC Filings

Education
Miami University   1989 — 1993
BS, Accountancy

Dover High School   1985 — 1989
Bachelor of Science (BS), Accounting

Jeremias Francioli, MBA, CIMA Jeremias Francioli, MBA, CIMA Greater San Diego Area Details
Jeremias Francioli, MBA, CIMA's Triloma Experience June 2015 - Present
Job VP of Sales at Triloma
Industry Financial Services
Experience
Triloma   June 2015 - Present
CNL Securities Corp.  October 2008 - May 2015
Inland  July 2007 - October 2008
CNL Securities   April 2004 - July 2007
Strong Investments  June 2000 - March 2004

Skills
Series 7, Series 63, Investments, Alternative Investments, Asset Managment, Series 24, Retirement Planning, Marketing, Portfolio Management, Investment Advisory, Mutual Funds, Securities, Sales, Email Marketing, Sales Management, Salesforce.com, Investment Properties, Strategic Financial..., Asset Allocation, Financial Analysis, Real Estate, Asset Management

Education
Marquette University   2003 — 2006
MBA, Finance

University of Wisconsin-Stevens Point   1996 — 2000
BA, Business & Spanish

Catherine Jolly Catherine Jolly Orlando, Florida Area Details
Catherine Jolly's Triloma Experience June 2015 - Present
Job Internal Wholesaler at Triloma
Industry Financial Services
Experience
Triloma   June 2015 - Present
CNL Securities Corp.  June 2010 - June 2015

Skills
Series 7, Series 63

Education
University of Florida
Master of Arts (MA), International Business

Conner Bourne Conner Bourne Orlando, Florida Details
Conner Bourne's Triloma Experience March 2015 - Present
Job Internal Wholesaler at Triloma
Industry Education Management
Experience
Triloma   March 2015 - Present
Southeastern University  December 2013 - May 2014
Lake Highland Preparatory School  August 2011 - December 2013
Lake Highland Preparatory School  July 2011 - December 2013
Kanakuk Kamps  June 2007 - June 2012

Skills
Teaching, Public Speaking, Nonprofits, Event Planning, Community Outreach, Social Media, Microsoft Office, Leadership Development, PowerPoint, Microsoft Word, Microsoft Excel, Coaching, Theology, Preaching, Critical Thinking, Editing, Leadership

Education
Wheaton College   2007 — 2011
Communication

Southeastern University   2013 — 2014
Master of Arts (M.A.), Theological and Ministerial Studies

Lake Highland Preparatory School

Lake Highland Preparatory School

Archie Hughes Archie Hughes Dallas/Fort Worth Area Details
Archie Hughes's Triloma Experience June 2015 - Present
Job VP Sales at Triloma
Industry Financial Services
Experience
Triloma   June 2015 - Present
CNL Securities Corp.  January 2002 - June 2015

Skills
Sales, Sales Management, Business Development, Direct Sales, Series 7, Series 63, Investments, Alternative Investments, Energy Investments

Education
The University of Georgia   1990 — 1995
Bachelor of Arts (B.A.), Speech Communication and Rhetoric

Ben Hilgers Ben Hilgers Orlando, Florida Details
Ben Hilgers's Triloma Experience July 2015 - Present
Job Vice President of Sales at Triloma
Industry Financial Services
Experience
Triloma   July 2015 - Present
CNL Securities Corp.  February 2003 - June 2015

Skills
FINRA Series 24 License, FINRA Series 63 License, FINRA Series 7 License, Series 7, Series 63, Management, Portfolio Management, Alternative Investments, Strategic Planning, Customer Service, Finance, Wealth Management, Securities

Education
Minnesota State University, Moorhead   1998 — 2000
Bachelor's degree, International Business & Spanish

North Dakota State University   1996 — 1998

Universidad de Granada
Spanish and Iberian Studies

Nathan Headrick Nathan Headrick Orlando, Florida Area Details
Nathan Headrick's Triloma Experience June 2013 - Present
Job Managing Director and Founder
Industry Financial Services
Experience
Triloma   June 2013 - Present
DDWizard.com   June 2013 - October 2014
Bluerock  February 2013 - September 2013
CNL  January 2007 - February 2013

Skills
FINRA Series 7, 24, 63,..., Member, United States..., Investments, Investment Properties, Securities Regulation, Securities, Corporate Law, Due Diligence, Finance, Private Equity, Joint Ventures, Mergers & Acquisitions, Private Placements, FINRA, Alternative Investments, Real Estate, Acquisitions, Series 24, Capital Markets, Series 7, Asset Management, Hedge Funds

Education
Georgetown University Law Center   2001 — 2004
Juris Doctor, law

Harvard University   1996 — 1998
Masters, Theology, Ethics and Theology

University of North Carolina at Chapel Hill   1992 — 1996
BA, Political Science and International Studies

Hope Edwards Newsome Hope Edwards Newsome Orlando, Florida Area Details
Hope Edwards Newsome's Triloma Experience April 2015 - Present
Job Assistant General Counsel and Chief Compliance Officer at Triloma
Industry Investment Management
Experience
Triloma   April 2015 - Present
The Newport Group  February 2011 - March 2015
AXA Advisors  April 2008 - March 2011
International Assets Advisory  February 2004 - April 2008
Charles Schwab  July 1999 - July 2001

Skills
Securities Regulation, Corporate Governance, Due Diligence, Financial Services, AML, Broker-Dealer, Risk Management, Insurance, Series 7, Series 66, Series 24, Series 53, 401k

Education
Barry University - Dwayne O. Andreas School of Law   2002 — 2006

Spelman College   1995 — 1999
BA, Political Science

Linda Bohnert, CFP Linda Bohnert, CFP Winter Park, Florida Details
Linda Bohnert, CFP's Triloma Experience December 2014 - Present
Job Internal Sales at Triloma
Industry Financial Services
Experience
Triloma   December 2014 - Present
Franklin Square Capital Partners  March 2010 - December 2014
LEAF Financial Corporation  July 2008 - December 2009
LEAF  2008 - December 2009
CNL Securities   1997 - 2008

Skills
Series 63, Asset Management

Education
State University of New York College at Oneonta
BS, Elementary Education

John Scarcella John Scarcella San Francisco Bay Area Details
John Scarcella's Triloma Experience May 2015 - Present
Job Sales at Triloma
Industry Investment Management
Experience
Triloma   May 2015 - Present
Altegris Investments  2008 - September 2014

Skills
Alternative Investments, Asset Allocation, Asset Management, Hedge Funds, Separately Managed..., Mutual Funds, Securities, Investment Advisory, Wealth Management, ETFs, Managed Futures

Education
Santa Clara University - Leavey School of Business
MBA, Finance, General

Santa Clara University
BSC, Finance

Casey Wittek Casey Wittek Winter Park, Florida Details
Casey Wittek's Triloma Experience June 2015 - Present
Job Senior Associate at Triloma
Industry Financial Services
Experience
Triloma   June 2015 - Present
CNL Financial Group, Inc.   June 2013 - June 2015
North American Risk Services, Inc.   October 2009 - June 2013
Digital Broadcast Inc.  2008 - 2009

Skills
Business Development, Microsoft Office, Market Research, Microsoft Excel, Proposal Writing

Education
University of Central Florida   2011 — 2013
Master of Business Administration (M.B.A.)

University of Florida   2005 — 2009
Bachelor’s Degree, Finance