Triloma Company
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Triloma Employees
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
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
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
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
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
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
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
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
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
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
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
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