TrustCore Financial
Industry: Company
DescriptionFounded: 1984 Subsidiaries: TrustCore Investments, Inc., Trustcore Financial Services, LLC
TrustCore Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at TrustCore Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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TrustCore Financial Employees
Employee
Years
Job
Industry
Wes Cain Wes Cain's TrustCore Financial Experience 2007 - 2008
Job President at Fantasy Fundraising
Industry Entertainment
Experience
Fantasy Fundraising August 2014 - Present
SportsBlog.com January 2014 - August 2014
School of the Legends June 2009 - December 2013
Nashville State Community College 2008 - 2009
TrustCore Financial 2007 - 2008
Ernst & Young 2006 - 2007
Skills
Public Speaking, Public Relations, Social Media Marketing, Facebook, Sports Marketing, Social Networking, Social Media, Strategic Planning, Fundraising, Team Building, Event Planning, Marketing, Non-profits, Event Management, Coaching, Customer Service, Leadership, Research, Nonprofits, Sports, Sponsorship, Community Outreach, Management, Entertainment, Teaching, Editing, Advertising, Blogging, Sports Management, Media Relations, Entrepreneurship, Marketing Strategy, Marketing Communications, Start-ups
Education
Rhodes College 2004 — 2005
Masters of Science, Accounting, 3.8
Rhodes College 2000 — 2004
Bachelor of Arts (B.A.), Business Administration and Management, General, 3.8
Belmont University
Bachelor of Business Administration (B.B.A.), Music, 3.8
Fantasy Fundraising August 2014 - Present
SportsBlog.com January 2014 - August 2014
School of the Legends June 2009 - December 2013
Nashville State Community College 2008 - 2009
TrustCore Financial 2007 - 2008
Ernst & Young 2006 - 2007
Skills
Public Speaking, Public Relations, Social Media Marketing, Facebook, Sports Marketing, Social Networking, Social Media, Strategic Planning, Fundraising, Team Building, Event Planning, Marketing, Non-profits, Event Management, Coaching, Customer Service, Leadership, Research, Nonprofits, Sports, Sponsorship, Community Outreach, Management, Entertainment, Teaching, Editing, Advertising, Blogging, Sports Management, Media Relations, Entrepreneurship, Marketing Strategy, Marketing Communications, Start-ups
Education
Rhodes College 2004 — 2005
Masters of Science, Accounting, 3.8
Rhodes College 2000 — 2004
Bachelor of Arts (B.A.), Business Administration and Management, General, 3.8
Belmont University
Bachelor of Business Administration (B.B.A.), Music, 3.8
Clay Perry Clay Perry's TrustCore Financial Experience June 2004 - February 2008
Job Senior Vice President at Journal Communications Inc.
Industry Publishing
Experience
Journal Communications Inc. August 2015 - Present
Journal Communications Inc. February 2012 - August 2015
Journal Communications Inc. February 2011 - February 2012
Journal Communications Inc. February 2008 - February 2011
TrustCore Financial June 2004 - February 2008
Skills
Business Development, Sales, Marketing, Strategic Planning, Public Relations, Economic Development, Entrepreneurship, Public Speaking, Leadership, Marketing Communications, Social Media Marketing, Community Development, Email Marketing, Custom Publishing, Online Marketing, Digital Media, Healthcare, Social Media, Media Relations, Team Management, Advertising, Fundraising, Financial Risk..., Securities, Financial Markets, Small Business, Nonprofits, Strategic Communications, Sales Management, Social Networking
Education
Sewanee-The University of the South 2000 — 2004
Bachelor of Arts (BA), Economics, Cum Laude
Journal Communications Inc. August 2015 - Present
Journal Communications Inc. February 2012 - August 2015
Journal Communications Inc. February 2011 - February 2012
Journal Communications Inc. February 2008 - February 2011
TrustCore Financial June 2004 - February 2008
Skills
Business Development, Sales, Marketing, Strategic Planning, Public Relations, Economic Development, Entrepreneurship, Public Speaking, Leadership, Marketing Communications, Social Media Marketing, Community Development, Email Marketing, Custom Publishing, Online Marketing, Digital Media, Healthcare, Social Media, Media Relations, Team Management, Advertising, Fundraising, Financial Risk..., Securities, Financial Markets, Small Business, Nonprofits, Strategic Communications, Sales Management, Social Networking
Education
Sewanee-The University of the South 2000 — 2004
Bachelor of Arts (BA), Economics, Cum Laude
Denise M. Russell Denise M. Russell's TrustCore Financial Experience 2004 - 2005
Job Sr. Auditor in Compliance at WellCare Health Plans
Industry Insurance
Experience
WellCare January 2014 - Present
Windsor Health Plan 2011 - 2013
CNA Insurance 2005 - 2010
TrustCore Financial 2004 - 2005
CNA Insurance 1996 - 2004
First Investors Corporation 1995 - 1996
Skills
Insurance, Financial Services, Process Improvement, CRM, Claim, Life Insurance, Customer Service, Long Term Care Insurance, Reinsurance, Analysis, Microsoft Excel, Operations Management, Health Insurance, Quality Assurance, Software Documentation, Training, Auditing, SDLC, Long-term Care, Technical Writing, Medicare, Risk Management
Education
Florida Southern College
B.S., Business Administration - Financial Management
The American College 2003 — 2005
CLU, ChFC, Insurance, Consultant
Nicholls State University
Mass Communications, General Studies
WellCare January 2014 - Present
Windsor Health Plan 2011 - 2013
CNA Insurance 2005 - 2010
TrustCore Financial 2004 - 2005
CNA Insurance 1996 - 2004
First Investors Corporation 1995 - 1996
Skills
Insurance, Financial Services, Process Improvement, CRM, Claim, Life Insurance, Customer Service, Long Term Care Insurance, Reinsurance, Analysis, Microsoft Excel, Operations Management, Health Insurance, Quality Assurance, Software Documentation, Training, Auditing, SDLC, Long-term Care, Technical Writing, Medicare, Risk Management
Education
Florida Southern College
B.S., Business Administration - Financial Management
The American College 2003 — 2005
CLU, ChFC, Insurance, Consultant
Nicholls State University
Mass Communications, General Studies
Inna Culp Inna Culp's TrustCore Financial Experience August 2015 - Present
Job Planning Professional at TrustCore Financial
Industry Financial Services
Experience
TrustCore Financial August 2015 - Present
TrustCore Financial July 2014 - Present
SunTrust Bank August 2013 - July 2014
Wells Fargo Corporate Trust February 2012 - August 2013
Wells Fargo Corporate Trust December 2010 - February 2012
Bank of New York Mellon Corporate Trust July 2007 - December 2010
SunTrust Bank June 2004 - July 2007
SunTrust Bank October 2003 - June 2004
SunTrust Bank November 2002 - October 2003
SunTrust Bank May 2001 - November 2002
Skills
Trust Management, Relationship Management, Microsoft Office, Risk Management, Customer Service, Financial Services, Corporate Trust, Municipal Bonds, Corporate Finance, Accounts Payable, Cash Management, Accounting, Financial Systems, Investments, Due Diligence, Insurance, Tax, Wealth Management, Finance, Mutual Funds, Equity Derivatives, Private wealth..., Securities, Banking, Financial Advisory, Wealth Management...
Education
Penn Foster College 2010 — 2014
Associate's Degree, Accounting
Volgograd State Academy of physical education 1986 — 1990
Bachelor's Degree, Sport and Fitness Administration/Management
TrustCore Financial August 2015 - Present
TrustCore Financial July 2014 - Present
SunTrust Bank August 2013 - July 2014
Wells Fargo Corporate Trust February 2012 - August 2013
Wells Fargo Corporate Trust December 2010 - February 2012
Bank of New York Mellon Corporate Trust July 2007 - December 2010
SunTrust Bank June 2004 - July 2007
SunTrust Bank October 2003 - June 2004
SunTrust Bank November 2002 - October 2003
SunTrust Bank May 2001 - November 2002
Skills
Trust Management, Relationship Management, Microsoft Office, Risk Management, Customer Service, Financial Services, Corporate Trust, Municipal Bonds, Corporate Finance, Accounts Payable, Cash Management, Accounting, Financial Systems, Investments, Due Diligence, Insurance, Tax, Wealth Management, Finance, Mutual Funds, Equity Derivatives, Private wealth..., Securities, Banking, Financial Advisory, Wealth Management...
Education
Penn Foster College 2010 — 2014
Associate's Degree, Accounting
Volgograd State Academy of physical education 1986 — 1990
Bachelor's Degree, Sport and Fitness Administration/Management
Mary Clapp's TrustCore Financial Experience September 2010 - Present
Job at TrustCore Financial
Industry Financial Services
Experience
TrustCore Financial September 2010 - Present
AXA Advisors 2008 - 2010
US Bancorp Investments and Insurance, Inc April 2004 - August 2007
Ohio National Financial Services 2002 - 2004
Ohio National Financial Services 2001 - 2002
Education
Mary Baldwin College 1997 — 2001
B.A., Business and Marketing
Belmont University
Center for Executive Education, Certificate in Financial Planning
Belmont University
Certificate in Financial Planning
TrustCore Financial September 2010 - Present
AXA Advisors 2008 - 2010
US Bancorp Investments and Insurance, Inc April 2004 - August 2007
Ohio National Financial Services 2002 - 2004
Ohio National Financial Services 2001 - 2002
Education
Mary Baldwin College 1997 — 2001
B.A., Business and Marketing
Belmont University
Center for Executive Education, Certificate in Financial Planning
Belmont University
Certificate in Financial Planning
Josh Luttrell, CFP®'s TrustCore Financial Experience December 2010 - September 2013
Job Investment Analyst at LifeWay Christian Resources
Industry Investment Management
Experience
LifeWay Christian Resources October 2013 - Present
TrustCore Financial December 2010 - September 2013
National Financial Services Group February 2010 - November 2010
Brewco Marketing Group June 2004 - August 2008
Education
Western Kentucky University
Bachelor, Economics
Boston University
Certificate, Financial Planning
LifeWay Christian Resources October 2013 - Present
TrustCore Financial December 2010 - September 2013
National Financial Services Group February 2010 - November 2010
Brewco Marketing Group June 2004 - August 2008
Education
Western Kentucky University
Bachelor, Economics
Boston University
Certificate, Financial Planning
Cliff Taylor, CFP® Cliff Taylor, CFP®'s TrustCore Financial Experience July 2007 - Present
Job CERTIFIED FINANCIAL PLANNER(TM) practitioner at TrustCore Financial
Industry Financial Services
Experience
TrustCore Financial July 2007 - Present
Education
University of Mississippi - School of Business Administration 2003 — 2007
Bachelor of Business Administration, Managerial Finance - Investments
Brentwood Academy
TrustCore Financial July 2007 - Present
Education
University of Mississippi - School of Business Administration 2003 — 2007
Bachelor of Business Administration, Managerial Finance - Investments
Brentwood Academy
Sarah Geib Sarah Geib's TrustCore Financial Experience May 2013 - Present
Job Associate at TrustCore Financial
Industry Financial Services
Experience
TrustCore Financial May 2013 - Present
Lifestyle Development May 2012 - December 2012
Four Springs Capital LLC June 2010 - March 2012
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Investments, Start-ups, Financial Analysis, Valuation, Asset Management, Real Estate Economics, Real Estate, Leases, Asset Managment, Sales Management, Brokerage, Investment Properties, Sales
Education
Monmouth University 2006 — 2010
Finance, Internet Technology
TrustCore Financial May 2013 - Present
Lifestyle Development May 2012 - December 2012
Four Springs Capital LLC June 2010 - March 2012
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Investments, Start-ups, Financial Analysis, Valuation, Asset Management, Real Estate Economics, Real Estate, Leases, Asset Managment, Sales Management, Brokerage, Investment Properties, Sales
Education
Monmouth University 2006 — 2010
Finance, Internet Technology
LaRue McIntyre LaRue McIntyre's TrustCore Financial Experience September 1998 - Present
Job Chief Compliance Officer, TrustCore
Industry Financial Services
Experience
TrustCore Financial September 1998 - Present
CCCS of Greater Atlanta, now dba CredAbility September 1990 - June 1996
Johnson, Lane, Space, Smith in Atlanta April 1981 - August 1986
Education
Agnes Scott College 1976 — 1980
BA, Economics
College for Financial Planning
TrustCore Financial September 1998 - Present
CCCS of Greater Atlanta, now dba CredAbility September 1990 - June 1996
Johnson, Lane, Space, Smith in Atlanta April 1981 - August 1986
Education
Agnes Scott College 1976 — 1980
BA, Economics
College for Financial Planning
Linda Grant-Smith, CFP®, AIF® Linda Grant-Smith, CFP®, AIF®'s TrustCore Financial Experience February 2006 - December 2009
Job Financial Planner Henderson Financial Group, Inc.
Industry Financial Services
Experience
Henderson Financial Group, Inc. July 2014 - Present
BW Bishop & Sons, Inc. Board of Advisors January 2001 - December 2011
TrustCore Financial February 2006 - December 2009
American Portfolios November 2001 - January 2006
Grant Family LLC February 1997 - September 2003
Farm Family Insurance 1988 - 2002
Connecticut Parent Advocacy Center January 1988 - January 1989
Education
The American College 2007 — 2009
Certificate
Wesleyan University 1985 — 1988
Bachelor of Arts (B.A.)
Henderson Financial Group, Inc. July 2014 - Present
BW Bishop & Sons, Inc. Board of Advisors January 2001 - December 2011
TrustCore Financial February 2006 - December 2009
American Portfolios November 2001 - January 2006
Grant Family LLC February 1997 - September 2003
Farm Family Insurance 1988 - 2002
Connecticut Parent Advocacy Center January 1988 - January 1989
Education
The American College 2007 — 2009
Certificate
Wesleyan University 1985 — 1988
Bachelor of Arts (B.A.)
Amanda Aldridge's TrustCore Financial Experience October 2007 - April 2012
Job Apparel Department Team Lead at Bass Pro Shops
Industry Health, Wellness and Fitness
Experience
Self employed June 2013 - Present
Renee's Groove Room December 2012 - Present
Bass Pro Shops March 2014 - Present
YMCA of Middle Tennessee July 2013 - April 2014
Cheveux Salon & Spa July 2013 - March 2014
Adagio Massage Co. & Spa August 2012 - May 2013
Adagio Massage Co. & Spa April 2012 - May 2013
TrustCore Financial October 2007 - April 2012
Emdeon Business Services January 2007 - October 2007
Skills
Skin Care, Spa, Cosmetics, Beauty Industry, Makeup Artistry, Leadership, Fitness, Waxing, Microdermabrasion, Beauty, Makeup Application, Customer Service, Visual Merchandising, Merchandise Planning, Interviewing Skills, Employee Training, Loss Prevention, Schedule Development, Inventory Management, Payroll Processing, Account Reconciliation, Payroll Management, Appointment Scheduling, New Hire Training
Education
University of Southern Mississippi 2002 — 2006
Community Health Science, Health Promotion
Southwest Mississippi Community College 2000 — 2002
General Studies
Tennessee Technology Center at Nashville 2009 — 2010
Aesthetics
Self employed June 2013 - Present
Renee's Groove Room December 2012 - Present
Bass Pro Shops March 2014 - Present
YMCA of Middle Tennessee July 2013 - April 2014
Cheveux Salon & Spa July 2013 - March 2014
Adagio Massage Co. & Spa August 2012 - May 2013
Adagio Massage Co. & Spa April 2012 - May 2013
TrustCore Financial October 2007 - April 2012
Emdeon Business Services January 2007 - October 2007
Skills
Skin Care, Spa, Cosmetics, Beauty Industry, Makeup Artistry, Leadership, Fitness, Waxing, Microdermabrasion, Beauty, Makeup Application, Customer Service, Visual Merchandising, Merchandise Planning, Interviewing Skills, Employee Training, Loss Prevention, Schedule Development, Inventory Management, Payroll Processing, Account Reconciliation, Payroll Management, Appointment Scheduling, New Hire Training
Education
University of Southern Mississippi 2002 — 2006
Community Health Science, Health Promotion
Southwest Mississippi Community College 2000 — 2002
General Studies
Tennessee Technology Center at Nashville 2009 — 2010
Aesthetics
Carna Triftshauser's TrustCore Financial Experience 2005 - 2006
Job Account Manager at HospiScript Services
Industry Pharmaceuticals
Experience
TrustCore Financial 2005 - 2006
Lincoln Financial Group 2004 - 2005
Synovus 2001 - 2004
Colonial Bank 1997 - 2001
Skills
Strategic Financial..., Investments, Wealth Management, Financial Analysis, Portfolio Management, Strategic Planning, Retirement Planning, Insurance, Securities, Fixed Annuities, Team Building, Sales, Investment Advisory, Marketing, Microsoft Excel
Education
Huntingdon College 1993 — 1997
BA, Finance & Economics
TrustCore Financial 2005 - 2006
Lincoln Financial Group 2004 - 2005
Synovus 2001 - 2004
Colonial Bank 1997 - 2001
Skills
Strategic Financial..., Investments, Wealth Management, Financial Analysis, Portfolio Management, Strategic Planning, Retirement Planning, Insurance, Securities, Fixed Annuities, Team Building, Sales, Investment Advisory, Marketing, Microsoft Excel
Education
Huntingdon College 1993 — 1997
BA, Finance & Economics
Allen Parker, SPHR®, SHRM-SCP's TrustCore Financial Experience June 2011 - Present
Job Manager of Human Resources and Administration
Industry Human Resources
Experience
TrustCore Financial June 2011 - Present
UBS Wealth Management January 2011 - June 2011
Bankers Life and Casualty July 2010 - May 2011
Chappell, Smith & Associates, Inc. June 2009 - February 2010
Shoemaker Financial July 2008 - May 2009
SunTrust Bank December 2000 - October 2007
SunTrust Bank October 1997 - December 2000
Education
Samford University 1987 — 1990
Bachelor of Science, Human Resources
TrustCore Financial June 2011 - Present
UBS Wealth Management January 2011 - June 2011
Bankers Life and Casualty July 2010 - May 2011
Chappell, Smith & Associates, Inc. June 2009 - February 2010
Shoemaker Financial July 2008 - May 2009
SunTrust Bank December 2000 - October 2007
SunTrust Bank October 1997 - December 2000
Education
Samford University 1987 — 1990
Bachelor of Science, Human Resources
Megan Malone Bader, CFA, CFP® Megan Malone Bader, CFA, CFP®'s TrustCore Financial Experience June 2014 - Present
Job Financial Planner at TrustCore Financial
Industry Financial Services
Experience
TrustCore Financial June 2014 - Present
TrustCore Financial March 2013 - May 2014
TrustCore Financial March 2011 - March 2013
RED TO BLACK January 2010 - December 2010
BUXKEMPER, CPA February 2009 - June 2009
INTERNATIONAL BOARD October 2006 - November 2008
Education
Texas Tech University 2009 — 2010
MBA/MS, Personal Financial Planning
Union University 2002 — 2005
Bachelor of Science, Business Administration; International Business
TrustCore Financial June 2014 - Present
TrustCore Financial March 2013 - May 2014
TrustCore Financial March 2011 - March 2013
RED TO BLACK January 2010 - December 2010
BUXKEMPER, CPA February 2009 - June 2009
INTERNATIONAL BOARD October 2006 - November 2008
Education
Texas Tech University 2009 — 2010
MBA/MS, Personal Financial Planning
Union University 2002 — 2005
Bachelor of Science, Business Administration; International Business
Jefferson Adcock, CFP® Jefferson Adcock, CFP®'s TrustCore Financial Experience September 2008 - Present
Job Financial Planner at TrustCore Financial
Industry Financial Services
Experience
TrustCore Financial September 2008 - Present
Education
Belmont University 2009 — 2010
Certification of Financial Planning, Financial Planning
Samford University 2007 — 2008
M.B.A., Business Management
Samford University 2003 — 2007
B.A., Business Management
TrustCore Financial September 2008 - Present
Education
Belmont University 2009 — 2010
Certification of Financial Planning, Financial Planning
Samford University 2007 — 2008
M.B.A., Business Management
Samford University 2003 — 2007
B.A., Business Management
Barbara Richards, ChFC Barbara Richards, ChFC's TrustCore Financial Experience June 1998 - February 2015
Job Financial Advisor and Wealth Management
Industry Financial Services
Experience
Radnor Wealth Management March 2015 - Present
TrustCore Financial June 1998 - February 2015
Taylor Companies June 1990 - June 1998
Education
East Tennessee State University
MBA, Business and Economics
University of Mississippi - School of Business Administration
Graduate Work in Business Adminsitration
University of Tennessee-Knoxville
BS, Business and Education
Radnor Wealth Management March 2015 - Present
TrustCore Financial June 1998 - February 2015
Taylor Companies June 1990 - June 1998
Education
East Tennessee State University
MBA, Business and Economics
University of Mississippi - School of Business Administration
Graduate Work in Business Adminsitration
University of Tennessee-Knoxville
BS, Business and Education
Jay Burchfield Jay Burchfield's TrustCore Financial Experience May 2012 - Present
Job Planning Professional at TrustCore Financial
Industry Financial Services
Experience
TrustCore Financial May 2012 - Present
N.E.W. Customer Service Companies, Inc May 2010 - April 2012
Skills
Retirement Planning, Wealth Management, Investment Advisory, Estate Planning, Strategic Financial..., Financial Planners, Investments, Asset Allocation, Asset Management, Mutual Funds, Alternative Investments, Portfolio Management, Securities
Education
University of Mississippi - School of Business Administration 2005 — 2009
Bachelor of Business Administration (BBA), Finance and Financial Management Services
TrustCore Financial May 2012 - Present
N.E.W. Customer Service Companies, Inc May 2010 - April 2012
Skills
Retirement Planning, Wealth Management, Investment Advisory, Estate Planning, Strategic Financial..., Financial Planners, Investments, Asset Allocation, Asset Management, Mutual Funds, Alternative Investments, Portfolio Management, Securities
Education
University of Mississippi - School of Business Administration 2005 — 2009
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Erik Milam's TrustCore Financial Experience January 2004 - Present
Job CERTIFIED FINANCIAL PLANNER(TM), practitioner
Industry Financial Services
Experience
TrustCore Financial January 2004 - Present
Curb Records June 1999 - August 2002
Skills
Certified Financial..., Personal Financial..., General Securities..., Investment Advisory..., Income Tax Minimization, Transition Planning, Life Insurance Analysis, Charitable Gifts, Legacy, Trusts, Estate..., Cash Flow Design, Debt Financing..., Education Planning, Investment Property...
Education
Baylor University - Hankamer School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Double major in Financial Planning and Services, and Entreprenuership
Montgomery Bell Academy 1993 — 1999
TrustCore Financial January 2004 - Present
Curb Records June 1999 - August 2002
Skills
Certified Financial..., Personal Financial..., General Securities..., Investment Advisory..., Income Tax Minimization, Transition Planning, Life Insurance Analysis, Charitable Gifts, Legacy, Trusts, Estate..., Cash Flow Design, Debt Financing..., Education Planning, Investment Property...
Education
Baylor University - Hankamer School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Double major in Financial Planning and Services, and Entreprenuership
Montgomery Bell Academy 1993 — 1999
Tyler Sinclair, CFP®'s TrustCore Financial Experience June 2010 - Present
Job Financial Planner at TrustCore Financial
Industry Financial Services
Experience
TrustCore Financial June 2010 - Present
Education
Murray State University 2006 — 2010
Bachelor's degree, Financial Planning and Services
TrustCore Financial June 2010 - Present
Education
Murray State University 2006 — 2010
Bachelor's degree, Financial Planning and Services
Paul Egan, CFP® Paul Egan, CFP®'s TrustCore Financial Experience January 2011 - August 2013
Job Business Manager and Partner at Sayles Egan & Company, Inc.
Industry Financial Services
Experience
Sayles Egan & Company, Inc. September 2013 - Present
TrustCore Financial January 2011 - August 2013
TrustCore Financial September 2008 - January 2011
TrustCore Financial May 2006 - September 2008
Education
Middle Tennessee State University 2006 — 2008
MBA
Middle Tennessee State University 2002 — 2006
BS, Recording Industry Management
Sayles Egan & Company, Inc. September 2013 - Present
TrustCore Financial January 2011 - August 2013
TrustCore Financial September 2008 - January 2011
TrustCore Financial May 2006 - September 2008
Education
Middle Tennessee State University 2006 — 2008
MBA
Middle Tennessee State University 2002 — 2006
BS, Recording Industry Management
James Murphy, CRCP, CSCP James Murphy, CRCP, CSCP's TrustCore Financial Experience March 2008 - May 2011
Job Chief Compliance Officer at Avondale Partners
Industry Financial Services
Experience
Avondale Partners August 2012 - Present
Keel Point Advisors May 2011 - July 2012
TrustCore Financial March 2008 - May 2011
Banc Of America Specialist February 1997 - March 2007
Prebon Yamane January 1995 - August 1996
Skills
Securities, AML, Risk, Trading, Mutual Funds, Investments, Asset Management, Risk Management, Insurance, Due Diligence, Financial Planning, Equities, Wealth Management, Compliance, Investment Advisory, Options, Fixed Income, Equity Trading, Family Office, FINRA
Education
Molloy College 1992 — 1995
BS
Chaminade High School 1984 — 1988
University of Pennsylvania - The Wharton School 2008 — 2010
CRCP
Avondale Partners August 2012 - Present
Keel Point Advisors May 2011 - July 2012
TrustCore Financial March 2008 - May 2011
Banc Of America Specialist February 1997 - March 2007
Prebon Yamane January 1995 - August 1996
Skills
Securities, AML, Risk, Trading, Mutual Funds, Investments, Asset Management, Risk Management, Insurance, Due Diligence, Financial Planning, Equities, Wealth Management, Compliance, Investment Advisory, Options, Fixed Income, Equity Trading, Family Office, FINRA
Education
Molloy College 1992 — 1995
BS
Chaminade High School 1984 — 1988
University of Pennsylvania - The Wharton School 2008 — 2010
CRCP
Porter Maxwell's TrustCore Financial Experience June 1998 - Present
Job planner at TrustCore Financial
Industry Financial Services
Experience
TrustCore Financial June 1998 - Present
Taylor Financial June 1993 - June 1998
Skills
Asset Allocation, Strategic Financial..., Retirement Planning, Wealth Management, Estate Planning, Investments, Investment Advisory, Securities, Financial Planners, Asset Management, Risk Management, Financial Analysis, Mutual Funds, Insurance, Finance, Portfolio Management, Strategic Planning, Fixed Annuities, Marketing, Equities, Financial Planning
Education
Middle Tennessee State University 1958 — 1962
Bachelor of Science (BS), Economics
franklin high tn. 1953 — 1957
High School Diploma
TrustCore Financial June 1998 - Present
Taylor Financial June 1993 - June 1998
Skills
Asset Allocation, Strategic Financial..., Retirement Planning, Wealth Management, Estate Planning, Investments, Investment Advisory, Securities, Financial Planners, Asset Management, Risk Management, Financial Analysis, Mutual Funds, Insurance, Finance, Portfolio Management, Strategic Planning, Fixed Annuities, Marketing, Equities, Financial Planning
Education
Middle Tennessee State University 1958 — 1962
Bachelor of Science (BS), Economics
franklin high tn. 1953 — 1957
High School Diploma
TJ Wolters's TrustCore Financial Experience 2013 - 2015
Job Principal at Stonepoint Capital
Industry Financial Services
Experience
Stonepoint Capital January 2015 - Present
TrustCore Financial 2013 - 2015
Covenant Church 2007 - 2013
Skills
Public Speaking, Leadership, Strategic Planning, Management, Team Building, Financial Analysis, Fundraising, Nonprofits, Event Planning, Sales
Education
University of Alabama 1998 — 2002
Bachelor of Arts (BA), Religion/Religious Studies
Covenant Theological Seminary 2002 — 2007
Master of Divinity (MDiv)
Covenant Theological Seminary 2002 — 2007
Master of Arts in Counseling
Stonepoint Capital January 2015 - Present
TrustCore Financial 2013 - 2015
Covenant Church 2007 - 2013
Skills
Public Speaking, Leadership, Strategic Planning, Management, Team Building, Financial Analysis, Fundraising, Nonprofits, Event Planning, Sales
Education
University of Alabama 1998 — 2002
Bachelor of Arts (BA), Religion/Religious Studies
Covenant Theological Seminary 2002 — 2007
Master of Divinity (MDiv)
Covenant Theological Seminary 2002 — 2007
Master of Arts in Counseling
Jason Malpass's TrustCore Financial Experience June 2013 - September 2013
Job Supply Analyst
Industry Financial Services
Experience
TrustCore Financial June 2013 - September 2013
UBS January 2011 - June 2013
Scottrade August 2008 - January 2011
Skills
SPSS, Excel, PowerPoint, Word, Research, Trading, Microsoft Excel, Microsoft Word, Equities, Securities, Mutual Funds, Fixed Income, Options, Management, Series 7, Investments, Financial Services, FINRA, Wealth Management, Training, Series 63, Portfolio Management, Financial Analysis, Finance, Series 24, Banking, 401k, Risk Management
Education
Northwestern University 2012 — 2017
Master of Science (M.S.), Predictive Analytics
Middle Tennessee State University 2007 — 2009
B.S., Economics/Finance
TrustCore Financial June 2013 - September 2013
UBS January 2011 - June 2013
Scottrade August 2008 - January 2011
Skills
SPSS, Excel, PowerPoint, Word, Research, Trading, Microsoft Excel, Microsoft Word, Equities, Securities, Mutual Funds, Fixed Income, Options, Management, Series 7, Investments, Financial Services, FINRA, Wealth Management, Training, Series 63, Portfolio Management, Financial Analysis, Finance, Series 24, Banking, 401k, Risk Management
Education
Northwestern University 2012 — 2017
Master of Science (M.S.), Predictive Analytics
Middle Tennessee State University 2007 — 2009
B.S., Economics/Finance
Don Drummond, CFP's TrustCore Financial Experience 1995 - Present
Job Financial Planner at TrustCore Financial
Industry Financial Services
Experience
TrustCore Financial 1995 - Present
Skills
Risk Management, Financial Services, Holistic Financial..., Retirement Planning, Sales, Estate Planning, Project Management, Leadership, Financial Planners, Wealth Management, Financial Analysis, Marketing Strategy, Investment Advisory, Team Building, Strategic Planning
Education
Duke University
BSME, Mechanical Engineering
TrustCore Financial 1995 - Present
Skills
Risk Management, Financial Services, Holistic Financial..., Retirement Planning, Sales, Estate Planning, Project Management, Leadership, Financial Planners, Wealth Management, Financial Analysis, Marketing Strategy, Investment Advisory, Team Building, Strategic Planning
Education
Duke University
BSME, Mechanical Engineering
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY