VALIC Financial Advisors
Description
Address: 100 Connell Dr, Berkeley Heights, NJ 07922 Phone: (908) 470-4110: : Place name: : : Website: Category: : Hours: : Website: http://www.valic.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of VALIC Financial Advisors Office Posting publicly on the Web Write a review Reviews Be the first to review
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VALIC Financial Advisors Employees
Employee
Years
Job
Industry
Dean Koller Dean Koller's VALIC Financial Advisors Experience March 1990 - Present
Job District Manager, VALIC Financial Advisors
Industry Financial Services
Experience
VALIC Financial Advisors March 1990 - Present
Skills
Retirement Planning, Wealth Management, Investment Advisory, 401k, Personal Financial..., Mutual Funds, Retirement, Coaching, Portfolio Management, Series 63, Asset Allocation, Management
Education
Bowling Green State University 1985 — 1989
Bachelor of Science Business Admisistration, Marketing
VALIC Financial Advisors March 1990 - Present
Skills
Retirement Planning, Wealth Management, Investment Advisory, 401k, Personal Financial..., Mutual Funds, Retirement, Coaching, Portfolio Management, Series 63, Asset Allocation, Management
Education
Bowling Green State University 1985 — 1989
Bachelor of Science Business Admisistration, Marketing
Alex Rasky Alex Rasky's VALIC Financial Advisors Experience September 1986 - October 2009
Job Financial Advisor at M3 Investment Services
Industry Investment Management
Experience
M3 Investment Services November 2009 - Present
VALIC Financial Advisors September 1986 - October 2009
Skills
Retirement Planning, Financial Advisory, Wealth Management, Mutual Funds, Retirement, Investments, 401k, IRAs, Financial Planning
Education
University of Detroit Mercy
M3 Investment Services November 2009 - Present
VALIC Financial Advisors September 1986 - October 2009
Skills
Retirement Planning, Financial Advisory, Wealth Management, Mutual Funds, Retirement, Investments, 401k, IRAs, Financial Planning
Education
University of Detroit Mercy
Kyle Rand Mirich Kyle Rand Mirich's VALIC Financial Advisors Experience August 1992 - Present
Job Senior Financial Advisor at VALIC Financial Advisors
Industry Financial Services
Experience
VALIC Financial Advisors August 1992 - Present
Skills
Mutual Funds, Series 7, Investments, Retirement, Wealth Management, Financial Planning, Fixed Annuities, Series 63, Asset Allocation, Securities, Retirement Planning
Education
University of Montana 1987 — 1991
Bachelors of Science, Finance and Financial Management Services
VALIC Financial Advisors August 1992 - Present
Skills
Mutual Funds, Series 7, Investments, Retirement, Wealth Management, Financial Planning, Fixed Annuities, Series 63, Asset Allocation, Securities, Retirement Planning
Education
University of Montana 1987 — 1991
Bachelors of Science, Finance and Financial Management Services
Marty Robinowich Marty Robinowich's VALIC Financial Advisors Experience December 2010 - November 2012
Job Financial Services Representative, Investment Advisor Representative at MetLife
Industry Financial Services
Experience
MetLife March 2014 - Present
AT&T Mobility October 2012 - December 2013
VALIC Financial Advisors December 2010 - November 2012
Nortel Networks April 2007 - August 2009
The Home Depot September 1997 - August 2009
AT&T October 1977 - April 2007
Skills
Telecommunications..., Woodworking, Financial Planning, Solution Selling, Sales, Financial Services, Finance, Integrated Marketing, Security, Time Management, Business, Fixed Annuities, Retirement, Retirement Planning, Life Insurance, Financial Advisory, Relationship Management, Mutual Funds
Education
The University of Georgia 1969 — 1973
Bachelor of Arts, Advertising/Journalism
MetLife March 2014 - Present
AT&T Mobility October 2012 - December 2013
VALIC Financial Advisors December 2010 - November 2012
Nortel Networks April 2007 - August 2009
The Home Depot September 1997 - August 2009
AT&T October 1977 - April 2007
Skills
Telecommunications..., Woodworking, Financial Planning, Solution Selling, Sales, Financial Services, Finance, Integrated Marketing, Security, Time Management, Business, Fixed Annuities, Retirement, Retirement Planning, Life Insurance, Financial Advisory, Relationship Management, Mutual Funds
Education
The University of Georgia 1969 — 1973
Bachelor of Arts, Advertising/Journalism
Alfred H Bernstein Alfred H Bernstein's VALIC Financial Advisors Experience June 2005 - October 2010
Job Teacher at CPRMyCareer
Industry Financial Services
Experience
CPRMyCareer September 2013 - Present
CPRMyCareer 2013 - Present
Reid Associates October 2010 - October 2013
Macomb Community College 2005 - 2011
VALIC Financial Advisors June 2005 - October 2010
General Advertising August 1995 - June 2005
Skills
Teaching, Research, Public Speaking, Microsoft Office, Curriculum Design, PowerPoint, Curriculum Development, Editing, Microsoft Word, Microsoft Excel, Higher Education, English, Customer Service, Tutoring, Classroom, Educational Leadership, Staff Development, Lesson Planning, Educational Technology, Event Planning, Financial Literacy..., Management, Insurance, Team Building, Strategic Planning, Leadership, Retirement Planning
Education
Georgia State University 1970 — 1972
Master's Degree, Education
The University of Georgia 1967 — 1970
Bachelor of Business Administration (B.B.A.), Financial Services
CPRMyCareer September 2013 - Present
CPRMyCareer 2013 - Present
Reid Associates October 2010 - October 2013
Macomb Community College 2005 - 2011
VALIC Financial Advisors June 2005 - October 2010
General Advertising August 1995 - June 2005
Skills
Teaching, Research, Public Speaking, Microsoft Office, Curriculum Design, PowerPoint, Curriculum Development, Editing, Microsoft Word, Microsoft Excel, Higher Education, English, Customer Service, Tutoring, Classroom, Educational Leadership, Staff Development, Lesson Planning, Educational Technology, Event Planning, Financial Literacy..., Management, Insurance, Team Building, Strategic Planning, Leadership, Retirement Planning
Education
Georgia State University 1970 — 1972
Master's Degree, Education
The University of Georgia 1967 — 1970
Bachelor of Business Administration (B.B.A.), Financial Services
Greg Karanzalis Greg Karanzalis's VALIC Financial Advisors Experience January 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
Valic Financial Advisors January 2012 - Present
Eagle Title August 2007 - January 2014
Progressive Title Company June 2005 - June 2007
Skills
Customer Service, Social Media, Mortgage Lending, New Business Development, Real Estate, Strategic Planning, Contract Negotiation, Investment Properties
Education
Stony Brook University 2001 — 2005
BS, Economics, Business Finance
Valic Financial Advisors January 2012 - Present
Eagle Title August 2007 - January 2014
Progressive Title Company June 2005 - June 2007
Skills
Customer Service, Social Media, Mortgage Lending, New Business Development, Real Estate, Strategic Planning, Contract Negotiation, Investment Properties
Education
Stony Brook University 2001 — 2005
BS, Economics, Business Finance
Michael Robinson, LUTCF Michael Robinson, LUTCF's VALIC Financial Advisors Experience August 2008 - July 2012
Job Sales Manager, Group Benefits and Investments
Industry Financial Services
Experience
Lambent Risk Management Services, Inc. July 2012 - Present
Valic Financial Advisors August 2008 - July 2012
MetLife April 1986 - September 2007
Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Wealth Management, Series 6, Retirement, Investments, 401k, IRAs, Asset Allocation, Securities, Insurance, Life Insurance, Financial Advisory, Series 63, Registered Principal
Education
Grand Valley State University 2002 — 2004
Certified Financial Planning Certificate
Kalamazoo Valley Community College 1981 — 1983
Lambent Risk Management Services, Inc. July 2012 - Present
Valic Financial Advisors August 2008 - July 2012
MetLife April 1986 - September 2007
Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Wealth Management, Series 6, Retirement, Investments, 401k, IRAs, Asset Allocation, Securities, Insurance, Life Insurance, Financial Advisory, Series 63, Registered Principal
Education
Grand Valley State University 2002 — 2004
Certified Financial Planning Certificate
Kalamazoo Valley Community College 1981 — 1983
Carl Plowden Carl Plowden's VALIC Financial Advisors Experience August 2008 - May 2013
Job State Farm Agent
Industry Financial Services
Experience
State Farm June 2013 - Present
Valic Financial Advisors August 2008 - May 2013
Plowden Financial Strategies March 2006 - August 2008
SunTrust Investment Services January 2004 - February 2006
Skills
Retirement Planning, IRAs, Investments, Mutual Funds, Life Insurance, Property & Casualty...
Education
Georgia Tech 1987 — 1991
Bachelor of Science (BS), Management
Westover High School 1984 — 1987
State Farm June 2013 - Present
Valic Financial Advisors August 2008 - May 2013
Plowden Financial Strategies March 2006 - August 2008
SunTrust Investment Services January 2004 - February 2006
Skills
Retirement Planning, IRAs, Investments, Mutual Funds, Life Insurance, Property & Casualty...
Education
Georgia Tech 1987 — 1991
Bachelor of Science (BS), Management
Westover High School 1984 — 1987
Timothy Lanier, CFP®, CRPC® Timothy Lanier, CFP®, CRPC®'s VALIC Financial Advisors Experience August 2012 - Present
Job CERTIFIED FINANCIAL PLANNER™ | Wealth Advisor
Industry Investment Management
Experience
VALIC Financial Advisors August 2012 - Present
Merrill Lynch June 2010 - July 2012
Edward Jones January 2009 - June 2010
The Boat King LLC February 2005 - January 2009
CSX Transportation 2002 - 2003
Skills
Investments, Retirement Planning, Strategic Financial..., Wealth Management, Asset Allocation, Asset Managment, Series 7, Mutual Funds, Fixed Annuities, Financial Analysis, Uniform Combined State..., College Savings Plans, Risk Assessment, Direct Sales, New Business Development, Account Management, Investment Strategies, Financial Advisory, IRAs, Finance, Retirement, Risk Management, Portfolio Management, Estate Planning, Wealth, Financial Planning
Education
University of North Florida
Bachelor of Business Administration (B.B.A.), Economics
Kaplan University
CFP - Certification Education Program
College for Financial Planning
Chartered Retirement Planning Counselor
VALIC Financial Advisors August 2012 - Present
Merrill Lynch June 2010 - July 2012
Edward Jones January 2009 - June 2010
The Boat King LLC February 2005 - January 2009
CSX Transportation 2002 - 2003
Skills
Investments, Retirement Planning, Strategic Financial..., Wealth Management, Asset Allocation, Asset Managment, Series 7, Mutual Funds, Fixed Annuities, Financial Analysis, Uniform Combined State..., College Savings Plans, Risk Assessment, Direct Sales, New Business Development, Account Management, Investment Strategies, Financial Advisory, IRAs, Finance, Retirement, Risk Management, Portfolio Management, Estate Planning, Wealth, Financial Planning
Education
University of North Florida
Bachelor of Business Administration (B.B.A.), Economics
Kaplan University
CFP - Certification Education Program
College for Financial Planning
Chartered Retirement Planning Counselor
Jonathan Blakelock Jonathan Blakelock's VALIC Financial Advisors Experience 2001 - 2006
Job CFP®, APMA®, MBA
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. July 2013 - Present
Blakelock Financial Group July 2013 - Present
Edward Jones February 2007 - July 2013
Citigroup Institutional Consulting 2006 - 2007
VALIC Financial Advisors 2001 - 2006
Education
University of Houston, C.T. Bauer College of Business 2005 — 2008
MBA, Finance
Lamar University 1994 — 1998
BBA, Finance
Lamar University 1994 — 1998
BBA, Accounting
College for Financial Planning
Certified Financial Planner
Ameriprise Financial Services, Inc. July 2013 - Present
Blakelock Financial Group July 2013 - Present
Edward Jones February 2007 - July 2013
Citigroup Institutional Consulting 2006 - 2007
VALIC Financial Advisors 2001 - 2006
Education
University of Houston, C.T. Bauer College of Business 2005 — 2008
MBA, Finance
Lamar University 1994 — 1998
BBA, Finance
Lamar University 1994 — 1998
BBA, Accounting
College for Financial Planning
Certified Financial Planner
John Mikhael John Mikhael's VALIC Financial Advisors Experience March 2011 - January 2013
Job Associate Director at Strategies for Wealth
Industry Financial Services
Experience
Strategies for Wealth March 2013 - Present
Valic Financial Advisors March 2011 - January 2013
Wells Fargo Advisors January 2009 - March 2011
Banc of America Investments 2006 - 2009
Morgan Stanley Smith Barney 2000 - 2006
Citigroup Asset Management 2000 - 2003
Skills
Investments, Portfolio Management, Alternative Investments, Asset Management, Asset Allocation, Wealth Management, Finance, Trading, Strategic Financial..., Risk Management, Investment Strategies, Series 7, Investment Advisory, Fixed Income, Relationship Management, Financial Planning, Investor Relations, Retirement Planning, Financial Advisory, Estate Planning, Equities, Financial Services, Asset Managment, Mutual Funds, 401k, Retirement, Securities, Series 63, High Net Worth..., Hedge Funds, FINRA, Bonds, Options, Insurance, high-level relationship..., Investor Development, Client Retention and..., Multi Asset Class..., ETFs, Management, Due Diligence, Strategic Planning, Capital Markets, Investment Management, Bloomberg, Leadership, Envestnet, NetX360, Onboarding, Steetscape
Education
Rutgers, The State University of New Jersey-Newark 1993 — 2000
Rutgers, The State University of New Jersey-Newark
Strategies for Wealth March 2013 - Present
Valic Financial Advisors March 2011 - January 2013
Wells Fargo Advisors January 2009 - March 2011
Banc of America Investments 2006 - 2009
Morgan Stanley Smith Barney 2000 - 2006
Citigroup Asset Management 2000 - 2003
Skills
Investments, Portfolio Management, Alternative Investments, Asset Management, Asset Allocation, Wealth Management, Finance, Trading, Strategic Financial..., Risk Management, Investment Strategies, Series 7, Investment Advisory, Fixed Income, Relationship Management, Financial Planning, Investor Relations, Retirement Planning, Financial Advisory, Estate Planning, Equities, Financial Services, Asset Managment, Mutual Funds, 401k, Retirement, Securities, Series 63, High Net Worth..., Hedge Funds, FINRA, Bonds, Options, Insurance, high-level relationship..., Investor Development, Client Retention and..., Multi Asset Class..., ETFs, Management, Due Diligence, Strategic Planning, Capital Markets, Investment Management, Bloomberg, Leadership, Envestnet, NetX360, Onboarding, Steetscape
Education
Rutgers, The State University of New Jersey-Newark 1993 — 2000
Rutgers, The State University of New Jersey-Newark
Curtis Wilcox's VALIC Financial Advisors Experience
Job Financial Advisor at VALIC Financial Advisors
Industry Financial Services
Experience
VALIC Financial Advisors
Skills
Strategic Financial..., Investments, Investment Advisory, 401k, Pensions, Retirement Planning, Wealth Management, Asset Allocation, Financial Planning, Insurance, Finance, Wealth, Portfolio Management
Education
Indiana University Bloomington
Bachelor's degree
VALIC Financial Advisors
Skills
Strategic Financial..., Investments, Investment Advisory, 401k, Pensions, Retirement Planning, Wealth Management, Asset Allocation, Financial Planning, Insurance, Finance, Wealth, Portfolio Management
Education
Indiana University Bloomington
Bachelor's degree
Stacy Saavedra Stacy Saavedra's VALIC Financial Advisors Experience October 2014 - Present
Job Client Service Assistant VALIC Financial Advisors
Industry Financial Services
Experience
VALIC Financial Advisors October 2014 - Present
Miami Marlins, L.P. August 2012 - Present
Adrienne Arsht Center for the Performing Arts November 2011 - Present
BNY Mellon October 2006 - October 2010
Morgan Stanley Smith Barney October 1994 - October 2006
Skills
CRM, Customer Service, Investments, Portfolio Management, Sales Operations, Trading, Microsoft Excel, Microsoft Office, Outlook, Leadership, Budgets, Microsoft Word, Management, PowerPoint
Education
Florida Trust School 2009 — 2010
Florida Trust Law, Estate Planning, Retirement Planning
State University of New York at Albany 1984 — 1988
Bachelor of Arts (BA), French and Business Administration
VALIC Financial Advisors October 2014 - Present
Miami Marlins, L.P. August 2012 - Present
Adrienne Arsht Center for the Performing Arts November 2011 - Present
BNY Mellon October 2006 - October 2010
Morgan Stanley Smith Barney October 1994 - October 2006
Skills
CRM, Customer Service, Investments, Portfolio Management, Sales Operations, Trading, Microsoft Excel, Microsoft Office, Outlook, Leadership, Budgets, Microsoft Word, Management, PowerPoint
Education
Florida Trust School 2009 — 2010
Florida Trust Law, Estate Planning, Retirement Planning
State University of New York at Albany 1984 — 1988
Bachelor of Arts (BA), French and Business Administration
Daniel P. Leugers Daniel P. Leugers's VALIC Financial Advisors Experience April 2003 - Present
Job CERTIFIED FINANCIAL PLANNER™ at VALIC Financial Advisors
Industry Financial Services
Experience
VALIC Financial Advisors April 2003 - Present
UBS Wealth Management March 2000 - April 2003
Skills
Certified Financial..., Investments, Retirement Planning, Estate Planning, College Savings Plans, Life Insurance, Financial Services
Education
Ohio University 1995 — 1999
Bachelor's Degree, Finance
VALIC Financial Advisors April 2003 - Present
UBS Wealth Management March 2000 - April 2003
Skills
Certified Financial..., Investments, Retirement Planning, Estate Planning, College Savings Plans, Life Insurance, Financial Services
Education
Ohio University 1995 — 1999
Bachelor's Degree, Finance
Alberto Cristancho, MBA's VALIC Financial Advisors Experience May 2013 - March 2014
Job Principal / Financial Professional at Cristancho and Associates Financial Group LLC
Industry Financial Services
Experience
Cristancho and Associates Financial Group, LLC April 2015 - Present
Transamerica Financial Advisors, Inc. February 2015 - April 2015
AXA Advisors March 2014 - February 2015
Valic Financial Advisors May 2013 - March 2014
JPMorgan Chase July 2011 - April 2013
Adjunct - UNAD of Florida & UNILATINA International College and Other Training Organizations January 2006 - July 2011
Various Companies May 1994 - June 2011
American Express July 1994 - November 2005
Wild Card Systems February 2002 - April 2002
Education
University of Phoenix 2001 — 2005
M.B.A., Global Management
Nova Southeastern University 1995 — 2000
B.S., Professional Management
Cristancho and Associates Financial Group, LLC April 2015 - Present
Transamerica Financial Advisors, Inc. February 2015 - April 2015
AXA Advisors March 2014 - February 2015
Valic Financial Advisors May 2013 - March 2014
JPMorgan Chase July 2011 - April 2013
Adjunct - UNAD of Florida & UNILATINA International College and Other Training Organizations January 2006 - July 2011
Various Companies May 1994 - June 2011
American Express July 1994 - November 2005
Wild Card Systems February 2002 - April 2002
Education
University of Phoenix 2001 — 2005
M.B.A., Global Management
Nova Southeastern University 1995 — 2000
B.S., Professional Management
Julie Hanson,CRPC® Julie Hanson,CRPC®'s VALIC Financial Advisors Experience October 2003 - August 2012
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
Shard Financial Services, Inc. August 2012 - September 2014
VALIC Financial Advisors October 2003 - August 2012
Internal Medicine Associates of Livingston County 1998 - 2003
Education
Michigan State University 1990 — 1995
BS
College for Financial Planning
CRPC®, Chartered Retirement Planning Counselor
Mayville High School
TIAA-CREF September 2014 - Present
Shard Financial Services, Inc. August 2012 - September 2014
VALIC Financial Advisors October 2003 - August 2012
Internal Medicine Associates of Livingston County 1998 - 2003
Education
Michigan State University 1990 — 1995
BS
College for Financial Planning
CRPC®, Chartered Retirement Planning Counselor
Mayville High School
Mick Aten Mick Aten's VALIC Financial Advisors Experience July 1999 - August 2009
Job Managing Partner KB Elliott Financial Advisors
Industry Financial Services
Experience
KB Elliott Financial Advisors August 2009 - Present
VALIC Financial Advisors July 1999 - August 2009
Skills
Investments, Financial Advisory, FINRA, Retirement Planning, Series 7, Mutual Funds, Series 63, Alternative Investments, Fixed Annuities, Securities, Retirement, Risk Management...
Education
Quincy University 1996 — 1998
Bachelors, Education
KB Elliott Financial Advisors August 2009 - Present
VALIC Financial Advisors July 1999 - August 2009
Skills
Investments, Financial Advisory, FINRA, Retirement Planning, Series 7, Mutual Funds, Series 63, Alternative Investments, Fixed Annuities, Securities, Retirement, Risk Management...
Education
Quincy University 1996 — 1998
Bachelors, Education
William Dolunt William Dolunt's VALIC Financial Advisors Experience April 2005 - Present
Job Financial/Retirement Advisor at Valic Financial Advisors
Industry Investment Management
Experience
Valic Financial Advisors April 2005 - Present
BNI Greater Livonia 2011 - 2011
Auto Club Financial Advisors 2004 - 2005
RWS Financial Group June 1993 - April 2004
Western Southern Life 1986 - 1995
Skills
401k, Fixed Annuities, Retirement, Retirement Planning, IRAs, Insurance, Estate Planning, Series 7, Series 63, Investments, Financial Services, Life Insurance, Pensions, Long-term Care, Financial Goals, Financial Advisory, Wealth Management
Education
Davenport University 1987 — 1991
Bachelor, Business
Henry Ford Community College 1983 — 1987
Associate, Liberal Arts, Science
United States Navy 1978 — 1982
Electrician
St. Alphonsus High School 1974 — 1978
Our Lady Gate of Heaven 1967 — 1974
Valic Financial Advisors April 2005 - Present
BNI Greater Livonia 2011 - 2011
Auto Club Financial Advisors 2004 - 2005
RWS Financial Group June 1993 - April 2004
Western Southern Life 1986 - 1995
Skills
401k, Fixed Annuities, Retirement, Retirement Planning, IRAs, Insurance, Estate Planning, Series 7, Series 63, Investments, Financial Services, Life Insurance, Pensions, Long-term Care, Financial Goals, Financial Advisory, Wealth Management
Education
Davenport University 1987 — 1991
Bachelor, Business
Henry Ford Community College 1983 — 1987
Associate, Liberal Arts, Science
United States Navy 1978 — 1982
Electrician
St. Alphonsus High School 1974 — 1978
Our Lady Gate of Heaven 1967 — 1974
Gregory Springfield Gregory Springfield's VALIC Financial Advisors Experience March 1997 - March 2003
Job Senior Vice President at Voya Financial
Industry Financial Services
Experience
Voya Financial February 2014 - Present
VALIC March 2003 - February 2014
VALIC Financial Advisors March 1997 - March 2003
Momentum Worldwide May 1993 - September 1996
Skills
Retirement Planning
Education
Kennesaw State University
Voya Financial February 2014 - Present
VALIC March 2003 - February 2014
VALIC Financial Advisors March 1997 - March 2003
Momentum Worldwide May 1993 - September 1996
Skills
Retirement Planning
Education
Kennesaw State University
Melvin Ronaldo Jenkins, CRPC Melvin Ronaldo Jenkins, CRPC's VALIC Financial Advisors Experience March 2011 - Present
Job at VALIC Financial Advisors
Industry Financial Services
Experience
VALIC Financial Advisors March 2011 - Present
Valic Financial Advisors February 2007 - March 2011
American Express Financial Advisors July 1998 - February 2007
Continental Airlines January 1993 - July 1998
Robert A. Schneider and Assoc. June 1997 - June 1998
Bank One August 1996 - May 1997
Skills
Series 7, Series 63, Series 24, Uniform Combined State..., Wealth Management, Personal Financial..., Retirement Plan..., Saving for Education, Long-term Care, Retirement Planning, Asset Allocation, Estate Planning, Financial Advisory, Investments, Retirement, Finance, Qualified Retirement..., Long Term Care Insurance
Education
College for Financial Planning 2011 — 2011
Chartered Retirement Planning Counselor, Financial Planning and Services
University of Houston, C.T. Bauer College of Business 1990 — 1995
BBA, Finance
Hillcrest High School 1989 — 1990
Nottoway High School 1987 — 1989
VALIC Financial Advisors March 2011 - Present
Valic Financial Advisors February 2007 - March 2011
American Express Financial Advisors July 1998 - February 2007
Continental Airlines January 1993 - July 1998
Robert A. Schneider and Assoc. June 1997 - June 1998
Bank One August 1996 - May 1997
Skills
Series 7, Series 63, Series 24, Uniform Combined State..., Wealth Management, Personal Financial..., Retirement Plan..., Saving for Education, Long-term Care, Retirement Planning, Asset Allocation, Estate Planning, Financial Advisory, Investments, Retirement, Finance, Qualified Retirement..., Long Term Care Insurance
Education
College for Financial Planning 2011 — 2011
Chartered Retirement Planning Counselor, Financial Planning and Services
University of Houston, C.T. Bauer College of Business 1990 — 1995
BBA, Finance
Hillcrest High School 1989 — 1990
Nottoway High School 1987 — 1989
Mark R. Olson Mark R. Olson's VALIC Financial Advisors Experience December 2010 - July 2012
Job Financial Advisor located at Wings Financial Credit Union
Industry Financial Services
Experience
Wings Financial Credit Union January 2014 - Present
CUNA Brokerage Services Inc. July 2012 - December 2013
VALIC Financial Advisors December 2010 - July 2012
MetLife Resources September 2007 - December 2010
UBS Financial Services August 2006 - August 2007
Saab Financial Services July 2004 - February 2006
Saab Financial Services Corp. October 2003 - July 2004
VW Credit, Inc. March 2000 - April 2003
VW Credit, Inc. April 1999 - March 2000
Audi Financial Services June 1998 - April 1999
Skills
Financial Services, Personal Financial..., Wealth Management, Asset Allocation, Investment Brokerage, Investment Advisory, Retirement Income..., Retirement, IRAs, Simple IRA, SEP IRA, Securities, Mutual Funds, Fixed Annuities, Indexed Annuities, Variable Annuities, ETFs, Unit Trusts, REITs, Structured Products, Life Insurance, Long Term Care Insurance, Group Retirement Plans, 401k, 403 b, Retirement Plan..., Pensions, Strategic Financial..., Financial Analysis, Portfolio Management, Risk Management, Asset Management, Estate Planning, Uniform Combined State..., Employee Benefits
Education
Carleton College 1982 — 1986
BA
Wings Financial Credit Union January 2014 - Present
CUNA Brokerage Services Inc. July 2012 - December 2013
VALIC Financial Advisors December 2010 - July 2012
MetLife Resources September 2007 - December 2010
UBS Financial Services August 2006 - August 2007
Saab Financial Services July 2004 - February 2006
Saab Financial Services Corp. October 2003 - July 2004
VW Credit, Inc. March 2000 - April 2003
VW Credit, Inc. April 1999 - March 2000
Audi Financial Services June 1998 - April 1999
Skills
Financial Services, Personal Financial..., Wealth Management, Asset Allocation, Investment Brokerage, Investment Advisory, Retirement Income..., Retirement, IRAs, Simple IRA, SEP IRA, Securities, Mutual Funds, Fixed Annuities, Indexed Annuities, Variable Annuities, ETFs, Unit Trusts, REITs, Structured Products, Life Insurance, Long Term Care Insurance, Group Retirement Plans, 401k, 403 b, Retirement Plan..., Pensions, Strategic Financial..., Financial Analysis, Portfolio Management, Risk Management, Asset Management, Estate Planning, Uniform Combined State..., Employee Benefits
Education
Carleton College 1982 — 1986
BA
Gregory Koertgen Gregory Koertgen's VALIC Financial Advisors Experience January 2013 - April 2014
Job Wealth Management Consultant at Saybrus Partners, Inc
Industry Insurance
Experience
Saybrus Partners, Inc April 2014 - Present
VALIC Financial Advisors January 2013 - April 2014
Producers Financial Group December 2009 - July 2011
Genworth Financial January 2006 - January 2009
Lincoln Financial Distributors April 1999 - January 2006
All American Life Insurance Company March 1996 - February 1999
Skills
Long Term Care, Insurance, Term Life Insurance, Series 6, Customer Relations, Consultative Selling, Account Management, Wholesaling, Wholesale, Long-term Care, Universal Life, Long Term Care Insurance, Retirement Planning, Customer Service, Marketing, Financial Advisory, Marketing Strategy, Selling, Life Insurance, Fixed Annuities, Estate Planning, Whole Life, Variable Annuities, Retirement, Financial Services, Employee Benefits, Series 63, 401k, IRAs, Mutual Funds, Financial Planners, FINRA, Strategic Financial..., Asset Allocation, Investment Advisory, Wealth, Health Insurance
Education
University of Dayton
Bachelor of Science (BS), Marketing
Saybrus Partners, Inc April 2014 - Present
VALIC Financial Advisors January 2013 - April 2014
Producers Financial Group December 2009 - July 2011
Genworth Financial January 2006 - January 2009
Lincoln Financial Distributors April 1999 - January 2006
All American Life Insurance Company March 1996 - February 1999
Skills
Long Term Care, Insurance, Term Life Insurance, Series 6, Customer Relations, Consultative Selling, Account Management, Wholesaling, Wholesale, Long-term Care, Universal Life, Long Term Care Insurance, Retirement Planning, Customer Service, Marketing, Financial Advisory, Marketing Strategy, Selling, Life Insurance, Fixed Annuities, Estate Planning, Whole Life, Variable Annuities, Retirement, Financial Services, Employee Benefits, Series 63, 401k, IRAs, Mutual Funds, Financial Planners, FINRA, Strategic Financial..., Asset Allocation, Investment Advisory, Wealth, Health Insurance
Education
University of Dayton
Bachelor of Science (BS), Marketing
Doug Sterner Doug Sterner's VALIC Financial Advisors Experience 1994 - 2011
Job Retired from Financial Services
Industry Financial Services
Experience
ValuTeachers May 2013 - January 2014
Capstone Financial December 2011 - January 2013
VALIC Financial Advisors 1994 - 2011
Inner Harbour Hospital 1987 - 1994
Ridgeview Institute 1985 - 1986
Howard Community Hospital 1978 - 1984
Skills
Employee Benefits, Retirement, Retirement Planning, Series 6, 401k, Long-term Care, Life Insurance, Strategic Financial..., Disability Insurance, Investments, Insurance, Long Term Care Insurance, Retirement Plan..., Qualified Retirement..., Series 24, Series 7, Financial Services, IRAs, Series 63, Financial Advisory, Wealth Management, Mutual Funds, Investment Advisory, Estate Planning, Term Life Insurance, Uniform Combined State..., Fixed Annuities, Finance, Asset Allocation, Financial Planners, Small Business, Wealth, Financial Planning
Education
Central Michigan University 1990 — 1992
MSA, Administration with concentration in Health Services
Virginia Commonwealth University
MSW, Social Work; Concentration in Casework and Family Therapy
Moravian College
BA, Sociology
ValuTeachers May 2013 - January 2014
Capstone Financial December 2011 - January 2013
VALIC Financial Advisors 1994 - 2011
Inner Harbour Hospital 1987 - 1994
Ridgeview Institute 1985 - 1986
Howard Community Hospital 1978 - 1984
Skills
Employee Benefits, Retirement, Retirement Planning, Series 6, 401k, Long-term Care, Life Insurance, Strategic Financial..., Disability Insurance, Investments, Insurance, Long Term Care Insurance, Retirement Plan..., Qualified Retirement..., Series 24, Series 7, Financial Services, IRAs, Series 63, Financial Advisory, Wealth Management, Mutual Funds, Investment Advisory, Estate Planning, Term Life Insurance, Uniform Combined State..., Fixed Annuities, Finance, Asset Allocation, Financial Planners, Small Business, Wealth, Financial Planning
Education
Central Michigan University 1990 — 1992
MSA, Administration with concentration in Health Services
Virginia Commonwealth University
MSW, Social Work; Concentration in Casework and Family Therapy
Moravian College
BA, Sociology
Steven Saulque Steven Saulque's VALIC Financial Advisors Experience January 2009 - August 2011
Job Internal Sales Consultant, SoCal Region
Industry Financial Services
Experience
Forward April 2012 - Present
Technology Credit Union August 2011 - January 2012
VALIC Financial Advisors January 2009 - August 2011
Kelmoore Investment Company 2006 - 2008
Skills
Series 7, Mutual Funds, Separately Managed..., Uniform Combined State..., Fixed Annuities, Series 63, Alternative Investments, Investment Advisory, Asset Allocation, Investments, Wealth Management, Strategic Financial..., Financial Services, Financial Advisory, Investment Strategies, Financial Planning
Education
California State University-Sacramento
Bachelor of Arts (B.A.), Communication and Media Studies, 3.25
Jesuit High School, Carmichael, CA
Forward April 2012 - Present
Technology Credit Union August 2011 - January 2012
VALIC Financial Advisors January 2009 - August 2011
Kelmoore Investment Company 2006 - 2008
Skills
Series 7, Mutual Funds, Separately Managed..., Uniform Combined State..., Fixed Annuities, Series 63, Alternative Investments, Investment Advisory, Asset Allocation, Investments, Wealth Management, Strategic Financial..., Financial Services, Financial Advisory, Investment Strategies, Financial Planning
Education
California State University-Sacramento
Bachelor of Arts (B.A.), Communication and Media Studies, 3.25
Jesuit High School, Carmichael, CA
Elton Thomas Elton Thomas's VALIC Financial Advisors Experience December 2003 - Present
Job Financial Advisor and CFP® with VALIC Financial Advisors Inc.
Industry Financial Services
Experience
Valic Financial Advisors December 2003 - Present
Painewebber April 2001 - September 2003
WCBI May 2000 - February 2001
Education
University of Mississippi 1996 — 2000
Bachelor of Arts, Political Science and Broadcast Journalism
Valic Financial Advisors December 2003 - Present
Painewebber April 2001 - September 2003
WCBI May 2000 - February 2001
Education
University of Mississippi 1996 — 2000
Bachelor of Arts, Political Science and Broadcast Journalism
Scott Anselmo's VALIC Financial Advisors Experience June 2006 - Present
Job Financial Advisor at VALIC Financial Advisors
Industry Financial Services
Experience
VALIC Financial Advisors June 2006 - Present
Education
Boston University 1994 — 1998
BS, Mechanical Engineering
VALIC Financial Advisors June 2006 - Present
Education
Boston University 1994 — 1998
BS, Mechanical Engineering
Justin Gardiner's VALIC Financial Advisors Experience August 2011 - Present
Job Division Lead, Financial Consultant
Industry Financial Services
Experience
AIG Advisor Group June 2014 - Present
VALIC Financial Advisors August 2011 - Present
Tomagwa Health Ministries 2010 - 2011
KLC, Inc. January 2010 - June 2010
Marbridge Foundation 501(c)(3) 2008 - 2009
St. Edward's University 2006 - 2007
Skills
Retirement Planning, Retirement, 401k, Fixed Annuities, Mutual Funds, Series 63, Long-term Care, Wealth Management, Strategic Financial..., Financial Advisory, Investments, Insurance, Life Insurance, Long Term Care Insurance, Estate Planning, Financial Planners, Disability Insurance, Securities, Marketing Strategy, Marketing, Financial Services, Asset Allocation, Sales, Financial Planning
Education
St. Edward's University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Marketing
AIG Advisor Group June 2014 - Present
VALIC Financial Advisors August 2011 - Present
Tomagwa Health Ministries 2010 - 2011
KLC, Inc. January 2010 - June 2010
Marbridge Foundation 501(c)(3) 2008 - 2009
St. Edward's University 2006 - 2007
Skills
Retirement Planning, Retirement, 401k, Fixed Annuities, Mutual Funds, Series 63, Long-term Care, Wealth Management, Strategic Financial..., Financial Advisory, Investments, Insurance, Life Insurance, Long Term Care Insurance, Estate Planning, Financial Planners, Disability Insurance, Securities, Marketing Strategy, Marketing, Financial Services, Asset Allocation, Sales, Financial Planning
Education
St. Edward's University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Marketing
Denise Longshaw's VALIC Financial Advisors Experience December 2003 - September 2006
Job Founder / President LONGSHAW Financial Group
Industry Financial Services
Experience
LONGSHAW Financial Group October 2012 - Present
Bencor Retirement Group April 2008 - July 2012
Princeton Financial September 2006 - April 2007
VALIC Financial Advisors December 2003 - September 2006
Florida Atlantic University November 1997 - December 2003
Blockbuster Corporate September 1995 - November 1997
Sandals Resorts September 1988 - March 1993
Skills
Financial Planners, Retirement Planning, Strategic Planning, Investments, Retirement, Insurance, Financial Services, Mutual Funds, Wealth Management, Portfolio Management, Equities, Asset Managment, Fixed Income, Asset Management, Public Speaking, Marketing, Leadership
Education
College for Financial Planning
Certified Retirement Planning Counselor
Florida Atlantic University
Bachelor of Business Administration (B.B.A.), Accounting
Montego Bay High School for Girls 1982 — 1987
LONGSHAW Financial Group October 2012 - Present
Bencor Retirement Group April 2008 - July 2012
Princeton Financial September 2006 - April 2007
VALIC Financial Advisors December 2003 - September 2006
Florida Atlantic University November 1997 - December 2003
Blockbuster Corporate September 1995 - November 1997
Sandals Resorts September 1988 - March 1993
Skills
Financial Planners, Retirement Planning, Strategic Planning, Investments, Retirement, Insurance, Financial Services, Mutual Funds, Wealth Management, Portfolio Management, Equities, Asset Managment, Fixed Income, Asset Management, Public Speaking, Marketing, Leadership
Education
College for Financial Planning
Certified Retirement Planning Counselor
Florida Atlantic University
Bachelor of Business Administration (B.B.A.), Accounting
Montego Bay High School for Girls 1982 — 1987
ROGER PEARSON, CFP® ROGER PEARSON, CFP®'s VALIC Financial Advisors Experience June 2004 - Present
Job District Manager at VALIC Financial Advisors
Industry Financial Services
Experience
VALIC Financial Advisors June 2004 - Present
VALIC Financial Advisors September 1993 - June 2004
Skills
Certified Financial..., Retirement Planning, Qualified Retirement..., Small Business..., Mutual Funds, Retirement, Management, Series 63, Fixed Annuities, IRAs, Asset Allocation, Series 6, Life Insurance, 401k, Financial Advisory, Investment Advisory
Education
Georgia Southern University 1980 — 1984
BBA, Business Management
VALIC Financial Advisors June 2004 - Present
VALIC Financial Advisors September 1993 - June 2004
Skills
Certified Financial..., Retirement Planning, Qualified Retirement..., Small Business..., Mutual Funds, Retirement, Management, Series 63, Fixed Annuities, IRAs, Asset Allocation, Series 6, Life Insurance, 401k, Financial Advisory, Investment Advisory
Education
Georgia Southern University 1980 — 1984
BBA, Business Management
Denaire Mouton Denaire Mouton's VALIC Financial Advisors Experience March 2007 - May 2014
Job Plan coordinator at VALIC
Industry Financial Services
Experience
AIG Retirement Services April 2014 - Present
Valic Financial Advisors March 2007 - May 2014
Skills
Insurance, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Project Management, PowerPoint, Strategic Planning, Property & Casualty..., Risk Management, Change Management, Health Insurance
Education
Marymount Manhattan College 1997 — 2001
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
AIG Retirement Services April 2014 - Present
Valic Financial Advisors March 2007 - May 2014
Skills
Insurance, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Project Management, PowerPoint, Strategic Planning, Property & Casualty..., Risk Management, Change Management, Health Insurance
Education
Marymount Manhattan College 1997 — 2001
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Neil Fisch, CFP Neil Fisch, CFP's VALIC Financial Advisors Experience October 2011 - August 2013
Job Managing Partner at National Insurance Partners
Industry Financial Services
Experience
National Insurance Partners December 2014 - Present
Merrill Edge August 2013 - December 2014
Valic Financial Advisors October 2011 - August 2013
Kiwanis Club of Tempe 2009 - 2012
LPL Financial 2001 - April 2011
Zacks Investment Management 2011 - 2011
Zacks Investment Management 2011 - 2011
Zacks Investment Management 2011 - 2011
Zacks Investment Management 2011 - 2011
Morgan Stanley 1993 - 2001
Skills
Wealth Management, Investments, Strategic Financial..., Wealth Management..., Series 7, Finance, Financial Services, Mutual Funds, Retirement Planning, Alternative Investments, Financial Planners, Asset Allocation, Series 63, Investment Advisory, Financial Advisory, Estate Planning, Asset Management, Portfolio Management, Securities, Investment Strategies, Equities, Life Insurance, Retirement, Management
Education
The American College 1998 — 2001
CFP, Financial Planning
Loyola Marymount University 1974 — 1975
Secondary Education
Swarthmore College 1968 — 1972
BA, English Literature
SHS
National Insurance Partners December 2014 - Present
Merrill Edge August 2013 - December 2014
Valic Financial Advisors October 2011 - August 2013
Kiwanis Club of Tempe 2009 - 2012
LPL Financial 2001 - April 2011
Zacks Investment Management 2011 - 2011
Zacks Investment Management 2011 - 2011
Zacks Investment Management 2011 - 2011
Zacks Investment Management 2011 - 2011
Morgan Stanley 1993 - 2001
Skills
Wealth Management, Investments, Strategic Financial..., Wealth Management..., Series 7, Finance, Financial Services, Mutual Funds, Retirement Planning, Alternative Investments, Financial Planners, Asset Allocation, Series 63, Investment Advisory, Financial Advisory, Estate Planning, Asset Management, Portfolio Management, Securities, Investment Strategies, Equities, Life Insurance, Retirement, Management
Education
The American College 1998 — 2001
CFP, Financial Planning
Loyola Marymount University 1974 — 1975
Secondary Education
Swarthmore College 1968 — 1972
BA, English Literature
SHS
Janet Stratton, CFP® Janet Stratton, CFP®'s VALIC Financial Advisors Experience March 2005 - Present
Job Financial Advisor
Industry Financial Services
Experience
Valic Financial Advisors March 2005 - Present
Skills
Customer Service, Public Speaking, Retirement Planning, Retirement Savings, Personal Finance, Personal Financial..., Investments, Project Management, Finance, Financial Planning
Education
University of Kentucky 1978 — 1980
BA, Business
Centre College 1976 — 1977
Accounting studies....transferred in Junior year to the University of Kentucky, Accounting and Business/Management
Valic Financial Advisors March 2005 - Present
Skills
Customer Service, Public Speaking, Retirement Planning, Retirement Savings, Personal Finance, Personal Financial..., Investments, Project Management, Finance, Financial Planning
Education
University of Kentucky 1978 — 1980
BA, Business
Centre College 1976 — 1977
Accounting studies....transferred in Junior year to the University of Kentucky, Accounting and Business/Management
Omari Simpson Omari Simpson's VALIC Financial Advisors Experience September 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
VALIC Financial Advisors September 2014 - Present
United States Army Reserve September 2010 - Present
NEXT Financial Group, Inc. May 2013 - September 2014
Next Financial January 2012 - May 2013
Edward Jones February 2010 - June 2010
Invesco May 2007 - August 2009
Invesco April 2006 - May 2007
Skills
Retirement Planning, Retirement, Investments, Financial Advisory, Pensions, 401k, Series 7, Series 24, Series 66, Mutual Funds, Strategic Financial..., Financial Services
Education
College for Financial Planning 2006 — 2007
certificate of completion, Asset Management, Retirement Planning
Lamar University 1999 — 2004
BBA, Finance
Mclennan Community College 1997 — 1998
none, General Studies
Texas State Technical College Waco 1996 — 1997
Certificate of Completion, Automotive Refinishing
VALIC Financial Advisors September 2014 - Present
United States Army Reserve September 2010 - Present
NEXT Financial Group, Inc. May 2013 - September 2014
Next Financial January 2012 - May 2013
Edward Jones February 2010 - June 2010
Invesco May 2007 - August 2009
Invesco April 2006 - May 2007
Skills
Retirement Planning, Retirement, Investments, Financial Advisory, Pensions, 401k, Series 7, Series 24, Series 66, Mutual Funds, Strategic Financial..., Financial Services
Education
College for Financial Planning 2006 — 2007
certificate of completion, Asset Management, Retirement Planning
Lamar University 1999 — 2004
BBA, Finance
Mclennan Community College 1997 — 1998
none, General Studies
Texas State Technical College Waco 1996 — 1997
Certificate of Completion, Automotive Refinishing
Vincent Monaco's VALIC Financial Advisors Experience 2010 - November 2012
Job SENIOR LOAN OFFICER @ HOME POINT FINANCIAL
Industry Financial Services
Experience
Home Point Financial January 2015 - Present
HSBC Private Bank November 2012 - 2014
VALIC Financial Advisors 2010 - November 2012
PennMutual Life Insurance 2009 - 2010
TD Bank Wealth Management 2007 - 2009
Perri Funding Corp November 2005 - September 2007
Bank of America Investments November 2004 - November 2005
David Lerner Associates February 2001 - November 2004
Skills
Investments, Retirement Planning, Insurance, Series 7, Annuities, Mutual Funds, Asset Allocation, Investment Products, Financial Planning, Retirement, Wealth Management, Securities, Fixed Annuities, Strategic Financial...
Education
Pace University - Lubin School of Business 1982 — 1986
BBA, Marketing
Home Point Financial January 2015 - Present
HSBC Private Bank November 2012 - 2014
VALIC Financial Advisors 2010 - November 2012
PennMutual Life Insurance 2009 - 2010
TD Bank Wealth Management 2007 - 2009
Perri Funding Corp November 2005 - September 2007
Bank of America Investments November 2004 - November 2005
David Lerner Associates February 2001 - November 2004
Skills
Investments, Retirement Planning, Insurance, Series 7, Annuities, Mutual Funds, Asset Allocation, Investment Products, Financial Planning, Retirement, Wealth Management, Securities, Fixed Annuities, Strategic Financial...
Education
Pace University - Lubin School of Business 1982 — 1986
BBA, Marketing
Joshua G. Schenker Joshua G. Schenker's VALIC Financial Advisors Experience November 2000 - July 2011
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors August 2011 - Present
VALIC Financial Advisors November 2000 - July 2011
American Express Financial Advisors October 1999 - November 2000
Education
Cleveland State University 1996 — 1999
Major – Marketing, Minor – Finance
AXA Advisors August 2011 - Present
VALIC Financial Advisors November 2000 - July 2011
American Express Financial Advisors October 1999 - November 2000
Education
Cleveland State University 1996 — 1999
Major – Marketing, Minor – Finance
Jeffrey B. Hammond Associate Director's VALIC Financial Advisors Experience October 2006 - 2013
Job Transamerica Agency Network | Hiring Full Time
Industry Financial Services
Experience
Transamerica Agency Network, Inc. May 2015 - Present
Transamerica Agency Network March 2014 - Present
VALIC Financial Advisors October 2006 - 2013
Lincoln Financial Advisors December 1996 - October 2006
Hammond Cargo Services September 1991 - February 1997
Skills
Asset Allocation, Management, Life Insurance, Investment Advisory, Community Outreach, Leadership, Strategic Financial..., Wealth, Portfolio Management, Fixed Annuities, Disability Insurance, Long-term Care, CRM, Nonprofits, Sales, Retirement Planning, Series 7, Estate Planning, Wealth Management, Coaching, Insurance, Financial Planners, Retirement, Series 63, Financial Planning
Education
Ball State University - College of Business 1986 — 1991
Bachelor of Science (B.S.), Management and Insurance
Bolingbrook High School 1982 — 1986
Diploma, College Preparatory
Transamerica Agency Network, Inc. May 2015 - Present
Transamerica Agency Network March 2014 - Present
VALIC Financial Advisors October 2006 - 2013
Lincoln Financial Advisors December 1996 - October 2006
Hammond Cargo Services September 1991 - February 1997
Skills
Asset Allocation, Management, Life Insurance, Investment Advisory, Community Outreach, Leadership, Strategic Financial..., Wealth, Portfolio Management, Fixed Annuities, Disability Insurance, Long-term Care, CRM, Nonprofits, Sales, Retirement Planning, Series 7, Estate Planning, Wealth Management, Coaching, Insurance, Financial Planners, Retirement, Series 63, Financial Planning
Education
Ball State University - College of Business 1986 — 1991
Bachelor of Science (B.S.), Management and Insurance
Bolingbrook High School 1982 — 1986
Diploma, College Preparatory
Chuck Scheinbaum Chuck Scheinbaum's VALIC Financial Advisors Experience February 2002 - Present
Job Financial Planning Advisor at Valic Financial Advisors
Industry Financial Services
Experience
Valic Financial Advisors February 2002 - Present
Various software companies August 1998 - January 2002
Software Testing Labs October 1996 - July 1998
Microsoft September 1993 - October 1996
IBM June 1986 - May 1992
Skills
Strategic Financial..., Investment Advisory, Retirement Planning, Insurance, Retirement, Fixed Annuities, Series 7, Investments, Portfolio Management, Asset Management, Financial Analysis, Finance, Wealth Management, Financial Advisory, Investment Strategies, 401k, Mutual Funds
Education
University of Florida
BSEE, Computer Engineering
Valic Financial Advisors February 2002 - Present
Various software companies August 1998 - January 2002
Software Testing Labs October 1996 - July 1998
Microsoft September 1993 - October 1996
IBM June 1986 - May 1992
Skills
Strategic Financial..., Investment Advisory, Retirement Planning, Insurance, Retirement, Fixed Annuities, Series 7, Investments, Portfolio Management, Asset Management, Financial Analysis, Finance, Wealth Management, Financial Advisory, Investment Strategies, 401k, Mutual Funds
Education
University of Florida
BSEE, Computer Engineering
Nelson Brittain's VALIC Financial Advisors Experience February 2013 - Present
Job at Valic Financial Advisors
Industry Financial Services
Experience
VALIC Financial Advisors February 2013 - Present
Transamerica Agency Network, Inc. August 2011 - February 2013
AIG American General September 2010 - August 2011
Edward Jones November 2009 - June 2010
Skills
Leadership, Public Speaking, Analysis, Marketing, Training, Project Management, Coaching, Sales, Compassion, Passion for Helping..., Patience, encouraging, Insurance, Fixed Annuities, Finance, Life Insurance, Disability Insurance, Team Building, Financial Analysis, Long Term Care Insurance, IRAs, Strategic Financial..., Retirement, Term Life Insurance, Universal Life, 401k Rollovers, Long-term Care, Investments, Retirement Planning, Small Business, Series 7, Mutual Funds, Financial Planners, Asset Allocation, Wealth Management, Investment Advisory, 401k, Portfolio Management, Asset Management, Variable Annuities, 529 Plans, Variable Life, College Savings Plans, Licensed Life Insurance..., Wealth Accumulation, Negotiation, Licensed Life, Whole Life, Personal Financial...
Education
University of Tennessee-Knoxville - College of Business Administration 2000 — 2002
MBA, Finance, General
University of Tennessee-Knoxville 1991 — 1996
BS, Forestry
VALIC Financial Advisors February 2013 - Present
Transamerica Agency Network, Inc. August 2011 - February 2013
AIG American General September 2010 - August 2011
Edward Jones November 2009 - June 2010
Skills
Leadership, Public Speaking, Analysis, Marketing, Training, Project Management, Coaching, Sales, Compassion, Passion for Helping..., Patience, encouraging, Insurance, Fixed Annuities, Finance, Life Insurance, Disability Insurance, Team Building, Financial Analysis, Long Term Care Insurance, IRAs, Strategic Financial..., Retirement, Term Life Insurance, Universal Life, 401k Rollovers, Long-term Care, Investments, Retirement Planning, Small Business, Series 7, Mutual Funds, Financial Planners, Asset Allocation, Wealth Management, Investment Advisory, 401k, Portfolio Management, Asset Management, Variable Annuities, 529 Plans, Variable Life, College Savings Plans, Licensed Life Insurance..., Wealth Accumulation, Negotiation, Licensed Life, Whole Life, Personal Financial...
Education
University of Tennessee-Knoxville - College of Business Administration 2000 — 2002
MBA, Finance, General
University of Tennessee-Knoxville 1991 — 1996
BS, Forestry
Nathan Siegal's VALIC Financial Advisors Experience 2011 - Present
Job Financial Services Professional and Entrepren...
Industry Financial Services
Experience
Valic Financial Advisors 2011 - Present
Credit Suisse 2007 - 2011
Credit Suisse 2006 - 2007
Natixis 2005 - 2005
Skills
Fixed Income, Trading, Hedge Funds, Derivatives, CDO, Bloomberg, Equities, Alternative Investments, Finance, Securities, Series 7, Series 63, Bonds, Mutual Funds, Investments, Financial Planning
Education
Colgate University 2003 — 2007
BA, Economics, Psychology
Riverdale Country School 1999 — 2003
Valic Financial Advisors 2011 - Present
Credit Suisse 2007 - 2011
Credit Suisse 2006 - 2007
Natixis 2005 - 2005
Skills
Fixed Income, Trading, Hedge Funds, Derivatives, CDO, Bloomberg, Equities, Alternative Investments, Finance, Securities, Series 7, Series 63, Bonds, Mutual Funds, Investments, Financial Planning
Education
Colgate University 2003 — 2007
BA, Economics, Psychology
Riverdale Country School 1999 — 2003
Steven O'Leary's VALIC Financial Advisors Experience December 2010 - Present
Job Financial Planning Advisor at VALIC
Industry Financial Services
Experience
VALIC, Financial Advisors December 2010 - Present
Sherwood Forest Capital Management January 2009 - January 2012
Morgan Stanley Smith Barney July 2002 - December 2008
Chesterfield Airport Advisory Board 2001 - 2008
Scott & Stringfellow October 1997 - July 2002
Skills
Retirement Planning, Wealth Management, Investment Advisory, Mutual Funds, Retirement, Insturment Rated..., Sweep and Scull Rowing, Management, Equities, Investments, Financial Services, Strategic Financial..., Financial Advisory, Fixed Income, Alternative Investments, Estate Planning, Finance, FINRA, Insurance, Investment Strategies, Securities, Series 63, Series 7, Financial Planners, 401k, Asset Allocation, IRAs, Term Life Insurance, Financial Planning
Education
Florida Institute of Technology 1986 — 1989
Bachelor of Science, Aviation Mangement
University of San Diego 1977 — 1980
Associate of Arts, Business Administration
VALIC, Financial Advisors December 2010 - Present
Sherwood Forest Capital Management January 2009 - January 2012
Morgan Stanley Smith Barney July 2002 - December 2008
Chesterfield Airport Advisory Board 2001 - 2008
Scott & Stringfellow October 1997 - July 2002
Skills
Retirement Planning, Wealth Management, Investment Advisory, Mutual Funds, Retirement, Insturment Rated..., Sweep and Scull Rowing, Management, Equities, Investments, Financial Services, Strategic Financial..., Financial Advisory, Fixed Income, Alternative Investments, Estate Planning, Finance, FINRA, Insurance, Investment Strategies, Securities, Series 63, Series 7, Financial Planners, 401k, Asset Allocation, IRAs, Term Life Insurance, Financial Planning
Education
Florida Institute of Technology 1986 — 1989
Bachelor of Science, Aviation Mangement
University of San Diego 1977 — 1980
Associate of Arts, Business Administration
Gamaliel Michaud's VALIC Financial Advisors Experience June 2010 - Present
Job VALIC
Industry Financial Services
Experience
VALIC Financial Advisors June 2010 - Present
JPMorgan Chase Investments 2005 - 2009
Bank of America Investments 2002 - 2005
Skills
Asset Allocation, Equities, Financial Analysis, Insurance, Investment Advisory, Investments, Management, Mutual Funds, Portfolio Management, Retirement Planning, Risk Management, Securities
Education
Andrews University 1989 — 1993
VALIC Financial Advisors June 2010 - Present
JPMorgan Chase Investments 2005 - 2009
Bank of America Investments 2002 - 2005
Skills
Asset Allocation, Equities, Financial Analysis, Insurance, Investment Advisory, Investments, Management, Mutual Funds, Portfolio Management, Retirement Planning, Risk Management, Securities
Education
Andrews University 1989 — 1993
Gary Grigsby's VALIC Financial Advisors Experience 2000 - Present
Job Director of Operations at AIG Retirement
Industry Financial Services
Experience
AIG Retirement Director of Broker Dealer OperationsAIG Retirement Services2000 - Present
AIG Retirement & AIG Annuity 2000 - Present
AIG VALIC 2000 - Present
VALIC Financial Advisors 2000 - Present
VALIC 2000 - Present
Education
Baylor University 1982 — 1987
AIG Retirement Director of Broker Dealer OperationsAIG Retirement Services2000 - Present
AIG Retirement & AIG Annuity 2000 - Present
AIG VALIC 2000 - Present
VALIC Financial Advisors 2000 - Present
VALIC 2000 - Present
Education
Baylor University 1982 — 1987
David Djaba's VALIC Financial Advisors Experience 2003 - 2007
Job Compliance Professional
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Comprehensive Asset Management May 2013 - June 2014
AXA Equitable March 2007 - March 2013
VALIC Financial Advisors 2003 - 2007
Skills
FINRA, Series 24, AML, Series 63, Series 7, Securities, Investment Advisory, Mutual Funds, Compliance, Annuities, Equities, Fixed Income, Due Diligence, Securities Regulation, Risk Management, Alternative Investments, Financial Risk, Investments, Wealth Management, Hedge Funds, Retirement Planning, Asset Management, Capital Markets, Corporate Governance, Derivatives, Retirement, Strategic Financial..., Series 6, Insurance, Relationship Management, Uniform Combined State..., Banking, Investment Banking, Life Insurance, Fixed Annuities
Education
Rutgers, The State University of New Jersey-New Brunswick
BS, Business management
Morgan Stanley June 2014 - Present
Comprehensive Asset Management May 2013 - June 2014
AXA Equitable March 2007 - March 2013
VALIC Financial Advisors 2003 - 2007
Skills
FINRA, Series 24, AML, Series 63, Series 7, Securities, Investment Advisory, Mutual Funds, Compliance, Annuities, Equities, Fixed Income, Due Diligence, Securities Regulation, Risk Management, Alternative Investments, Financial Risk, Investments, Wealth Management, Hedge Funds, Retirement Planning, Asset Management, Capital Markets, Corporate Governance, Derivatives, Retirement, Strategic Financial..., Series 6, Insurance, Relationship Management, Uniform Combined State..., Banking, Investment Banking, Life Insurance, Fixed Annuities
Education
Rutgers, The State University of New Jersey-New Brunswick
BS, Business management
Jerry Valentine's VALIC Financial Advisors Experience 1999 - Present
Job Financial Advisor at VALIC Financial Advisors
Industry Financial Services
Experience
Valic Financial Advisors 1999 - Present
Unified Western Grocers 1987 - 1998
Skills
Retirement Planning, Mutual Funds, Retirement, Wealth Management, Strategic Financial..., Investment Advisory, Series 63, Investments, 401k, Fixed Annuities, IRAs, Uniform Combined State..., Financial Analysis, Pensions
Education
College for Financial Planning 2006 — 2008
MS, Personal Financial Planning
University of Southern California 1994 — 1998
BS, Business Admin / Entrepreneurship
Los Altos High School
Los Altos High School
Valic Financial Advisors 1999 - Present
Unified Western Grocers 1987 - 1998
Skills
Retirement Planning, Mutual Funds, Retirement, Wealth Management, Strategic Financial..., Investment Advisory, Series 63, Investments, 401k, Fixed Annuities, IRAs, Uniform Combined State..., Financial Analysis, Pensions
Education
College for Financial Planning 2006 — 2008
MS, Personal Financial Planning
University of Southern California 1994 — 1998
BS, Business Admin / Entrepreneurship
Los Altos High School
Los Altos High School
Frederick Burnett's VALIC Financial Advisors Experience October 2011 - June 2014
Job Treasury Operations Manager at University of Houston
Industry Financial Services
Experience
University of Houston June 2014 - Present
VALIC Financial Advisors October 2011 - June 2014
Spherion September 2009 - April 2011
Amegy Bank July 2007 - September 2008
JP Morgan Chase June 2002 - March 2007
JP Morgan Chase September 1994 - June 2002
Texas Commerce Bank June 1988 - August 1994
RepublicBank Dallas, NA December 1986 - June 1988
Merrill Lynch August 1983 - August 1986
Skills
Access, Investments, Financial Analysis, Financial Services, Accounts Receivable, Accounting, Auditing, Cash Management, Finance, Banking, Analysis, Accounts Payable, Securities, Financial Reporting, Sarbanes-Oxley Act, Risk Management, Portfolio Management, Management
Education
Texas Tech University 1978 — 1982
Bachelor of Business Administration, Finance & Management
University of Houston June 2014 - Present
VALIC Financial Advisors October 2011 - June 2014
Spherion September 2009 - April 2011
Amegy Bank July 2007 - September 2008
JP Morgan Chase June 2002 - March 2007
JP Morgan Chase September 1994 - June 2002
Texas Commerce Bank June 1988 - August 1994
RepublicBank Dallas, NA December 1986 - June 1988
Merrill Lynch August 1983 - August 1986
Skills
Access, Investments, Financial Analysis, Financial Services, Accounts Receivable, Accounting, Auditing, Cash Management, Finance, Banking, Analysis, Accounts Payable, Securities, Financial Reporting, Sarbanes-Oxley Act, Risk Management, Portfolio Management, Management
Education
Texas Tech University 1978 — 1982
Bachelor of Business Administration, Finance & Management
Conrad W. Judy III, Esq.'s VALIC Financial Advisors Experience August 2015 - Present
Job Financial Advisor at Valic Financial Advisors
Industry Financial Services
Experience
Valic Financial Advisors August 2015 - Present
Slocumb Law Firm, LLC July 2013 - August 2015
Butschky, Ehlers & Butschky November 2011 - July 2013
Cohen, Snyder, Eisenberg & Katzenberg, P.A. May 2010 - May 2011
Warnken, LLC August 2009 - November 2009
Skills
Legal Research, Westlaw, Appeals, Criminal Law, Legal Writing, Litigation, Civil Litigation, Hearings, Trials, Courts, Mediation, Lexis, Personal Injury, Criminal Defense, Family Law, Legal Issues, Trial Practice
Education
University of Baltimore School of Law 2008 — 2011
J.D, Litigation & Advocacy
University of Maryland, College Park 2002 — 2005
B.A, Government and Politics
Valic Financial Advisors August 2015 - Present
Slocumb Law Firm, LLC July 2013 - August 2015
Butschky, Ehlers & Butschky November 2011 - July 2013
Cohen, Snyder, Eisenberg & Katzenberg, P.A. May 2010 - May 2011
Warnken, LLC August 2009 - November 2009
Skills
Legal Research, Westlaw, Appeals, Criminal Law, Legal Writing, Litigation, Civil Litigation, Hearings, Trials, Courts, Mediation, Lexis, Personal Injury, Criminal Defense, Family Law, Legal Issues, Trial Practice
Education
University of Baltimore School of Law 2008 — 2011
J.D, Litigation & Advocacy
University of Maryland, College Park 2002 — 2005
B.A, Government and Politics
Diana Avery's VALIC Financial Advisors Experience July 2005 - Present
Job CFP® Financial Advisor at VALIC Financial Advisors
Industry Financial Services
Experience
Valic Financial Advisors July 2005 - Present
Citistreet 1999 - 2005
Skills
Retirement Planning, Strategic Financial..., Investment Strategies, Mutual Funds, Retirement, Investment Management, Investments, Asset Allocation, Fixed Annuities, Wealth Management, Series 7, Series 63, Financial Advisory, 401k
Education
Oglethorpe University 2010 — 2012
CFP Certicate, Financial Planning and Services
Virginia Union University
Bachelor of Business Administration (BBA), Business Administration
Valic Financial Advisors July 2005 - Present
Citistreet 1999 - 2005
Skills
Retirement Planning, Strategic Financial..., Investment Strategies, Mutual Funds, Retirement, Investment Management, Investments, Asset Allocation, Fixed Annuities, Wealth Management, Series 7, Series 63, Financial Advisory, 401k
Education
Oglethorpe University 2010 — 2012
CFP Certicate, Financial Planning and Services
Virginia Union University
Bachelor of Business Administration (BBA), Business Administration
Linda Roebuck's VALIC Financial Advisors Experience October 2006 - Present
Job Financial Advisor at AIG Retirement Services
Industry Financial Services
Experience
VALIC Financial Advisors October 2006 - Present
VALIC 2006 - Present
Education
Kaplan University 2004 — 2005
Certified Financial Planning, Financial Planning and Services
University of Michigan-Flint 1966 — 1968
Business, Finance, Chemistry
Mott Community College 1965 — 1966
Accounting, Finance
VALIC Financial Advisors October 2006 - Present
VALIC 2006 - Present
Education
Kaplan University 2004 — 2005
Certified Financial Planning, Financial Planning and Services
University of Michigan-Flint 1966 — 1968
Business, Finance, Chemistry
Mott Community College 1965 — 1966
Accounting, Finance
Michael DeTone, CFP®'s VALIC Financial Advisors Experience April 2004 - Present
Job CERTIFIED FINANCIAL PLANNER ™ professional at VALIC Financial Advisors
Industry Financial Services
Experience
VALIC Financial Advisors April 2004 - Present
Freedom One Financial Group March 1996 - March 2004
Young & Rubicam October 1992 - March 1996
Skills
Retirement Planning, Investment Management, Mutual Funds, Strategic Financial..., Retirement, Fixed Annuities, Financial Advisory, Investment Advisory, Wealth Management
Education
Boston University 2008 — 2010
Financial Planning
Oakland University 1989 — 1996
Bachelors, Accounting
VALIC Financial Advisors April 2004 - Present
Freedom One Financial Group March 1996 - March 2004
Young & Rubicam October 1992 - March 1996
Skills
Retirement Planning, Investment Management, Mutual Funds, Strategic Financial..., Retirement, Fixed Annuities, Financial Advisory, Investment Advisory, Wealth Management
Education
Boston University 2008 — 2010
Financial Planning
Oakland University 1989 — 1996
Bachelors, Accounting
Alyson Crouch Hardin CFP (R)'s VALIC Financial Advisors Experience September 1998 - January 2011
Job Experienced Financial Professional
Industry Financial Services
Experience
AXA Advisors, LLC 2011 - Present
Valic Financial Advisors September 1998 - January 2011
Smith Barney 1998 - 1998
NationsBank 1985 - 1998
Skills
Financial Planning, Investments, Retirement Planning, Asset Management, Insurance, Strategic Financial...
Education
Georgia State University - J. Mack Robinson College of Business 1996 — 1997
Master of Taxation, Tax
Georgia State University - J. Mack Robinson College of Business 1994 — 1996
MSc, Finance
Johns Hopkins SAIS 1983 — 1985
Sewanee-The University of the South 1978 — 1982
BA, Spanish, Political Science
AXA Advisors, LLC 2011 - Present
Valic Financial Advisors September 1998 - January 2011
Smith Barney 1998 - 1998
NationsBank 1985 - 1998
Skills
Financial Planning, Investments, Retirement Planning, Asset Management, Insurance, Strategic Financial...
Education
Georgia State University - J. Mack Robinson College of Business 1996 — 1997
Master of Taxation, Tax
Georgia State University - J. Mack Robinson College of Business 1994 — 1996
MSc, Finance
Johns Hopkins SAIS 1983 — 1985
Sewanee-The University of the South 1978 — 1982
BA, Spanish, Political Science
Kevin Cole, CLU, ChFC's VALIC Financial Advisors Experience October 2010 - Present
Job Financial Advisor at Valic
Industry Financial Services
Experience
Valic Financial Advisors October 2010 - Present
Cole Financial Services, Inc. 1990 - 2010
IFMG 2003 - 2005
Skills
Retirement Income..., Retirement Planning, IRA's, Series 7, Wealth Accumulation, Investment Advisory, CLU, ChFC, Retirement, IRAs
Education
Indiana University Bloomington 1979 — 1981
finance, business
Valic Financial Advisors October 2010 - Present
Cole Financial Services, Inc. 1990 - 2010
IFMG 2003 - 2005
Skills
Retirement Income..., Retirement Planning, IRA's, Series 7, Wealth Accumulation, Investment Advisory, CLU, ChFC, Retirement, IRAs
Education
Indiana University Bloomington 1979 — 1981
finance, business
Gary Hersch, MBA, CRPS®, CFP®'s VALIC Financial Advisors Experience June 2012 - Present
Job Financial Planning Advisor at Valic Financial Advisors
Industry Financial Services
Experience
Valic Financial Advisors June 2012 - Present
The Art Institutes July 2013 - Present
Big Sunday 2010 - Present
A Major Wire House April 2007 - June 2012
Dr. Cook's Gourmet Galley 1989 - 2004
Skills
Benefits, Analysis, 401k, Retirement Planning, Financial Planning, Estate Planning, Asset Allocation, Employee Benefits, Strategic Financial..., Finance, Retirement, Investments, Financial Planners
Education
University of Southern California - Marshall School of Business 2000 — 2002
MBA, Entrepreneurship & Finance
California State University-Northridge 1998 — 2000
Bachelor of Science, Business Administration
Valic Financial Advisors June 2012 - Present
The Art Institutes July 2013 - Present
Big Sunday 2010 - Present
A Major Wire House April 2007 - June 2012
Dr. Cook's Gourmet Galley 1989 - 2004
Skills
Benefits, Analysis, 401k, Retirement Planning, Financial Planning, Estate Planning, Asset Allocation, Employee Benefits, Strategic Financial..., Finance, Retirement, Investments, Financial Planners
Education
University of Southern California - Marshall School of Business 2000 — 2002
MBA, Entrepreneurship & Finance
California State University-Northridge 1998 — 2000
Bachelor of Science, Business Administration
Chris Wyzgowski's VALIC Financial Advisors Experience
Job Financial Advisor at VALIC Financial Advisors
Industry Financial Services
Experience
VALIC Financial Advisors
Skills
Retirement Planning, Asset Allocation, Investment Advisory, Investments, Mutual Funds, Series 7, Strategic Financial...
Education
The University of Findlay 1999 — 2003
Finance
The University of Findlay
VALIC Financial Advisors
Skills
Retirement Planning, Asset Allocation, Investment Advisory, Investments, Mutual Funds, Series 7, Strategic Financial...
Education
The University of Findlay 1999 — 2003
Finance
The University of Findlay
Terry Taylor CLTC's VALIC Financial Advisors Experience March 2004 - March 2009
Job Financial Adviser at Taylor Financial Associates
Industry Financial Services
Experience
Taylor Financial Associates March 2009 - Present
Valic Financial Advisors March 2004 - March 2009
The Washington Group September 2002 - March 2004
Prudential Securities June 1999 - February 2002
Skills
Series 7, Retirement, Wealth Management, Estate Planning, IRAs, Fixed Annuities, Long-term Care, Securities, Financial Planners, Uniform Combined State..., Investment Advisory, Investment Strategies
Education
University of Maryland College Park 1987 — 1989
B.A., Economics
Montgomery College 1983 — 1987
n/a, Business/Economics
Taylor Financial Associates March 2009 - Present
Valic Financial Advisors March 2004 - March 2009
The Washington Group September 2002 - March 2004
Prudential Securities June 1999 - February 2002
Skills
Series 7, Retirement, Wealth Management, Estate Planning, IRAs, Fixed Annuities, Long-term Care, Securities, Financial Planners, Uniform Combined State..., Investment Advisory, Investment Strategies
Education
University of Maryland College Park 1987 — 1989
B.A., Economics
Montgomery College 1983 — 1987
n/a, Business/Economics
Michelle Herman's VALIC Financial Advisors Experience July 2007 - June 2010
Job Northwest Marketing Director at VALIC
Industry Marketing and Advertising
Experience
VALIC September 2012 - Present
Mikuni Restaurant January 2011 - August 2012
Genworth Financial June 2010 - January 2011
Valic Financial Advisors July 2007 - June 2010
Mikuni Japanese Restaurant Group March 2006 - May 2007
Panhellenic Council January 2005 - December 2005
Office of Admissions, CSU August 2002 - December 2005
Ogilvy Public Relations Worldwide June 2005 - August 2005
Skills
Public Relations, Marketing, Email Marketing
Education
California State University-Chico
Bachelor of Arts, Communication Studies
Deakin University
University Studies Abroad Consortium
VALIC September 2012 - Present
Mikuni Restaurant January 2011 - August 2012
Genworth Financial June 2010 - January 2011
Valic Financial Advisors July 2007 - June 2010
Mikuni Japanese Restaurant Group March 2006 - May 2007
Panhellenic Council January 2005 - December 2005
Office of Admissions, CSU August 2002 - December 2005
Ogilvy Public Relations Worldwide June 2005 - August 2005
Skills
Public Relations, Marketing, Email Marketing
Education
California State University-Chico
Bachelor of Arts, Communication Studies
Deakin University
University Studies Abroad Consortium
Eileen Ybanez's VALIC Financial Advisors Experience August 2014 - Present
Job Financial Advisor at Valic Financial Advisors
Industry Insurance
Experience
Valic Financial Advisors August 2014 - Present
St. Joseph's Catholic Church June 2013 - Present
Freelance November 2012 - Present
Lincoln Financial Advisors April 2008 - October 2013
EverBank January 2006 - August 2007
Skills
Series 6, Financial Planners, Asset Management, Wealth, Long-term Care, Financial Services, Alternative Investments, FINRA, Equities, Financial Analysis, Long Term Care Insurance, Finance, 401k Rollovers, Term Life Insurance, Wealth Management..., Loans, Program Management, Risk Management, Microsoft Office, Mortgage Lending, Small Business, Process Improvement, Underwriting, Banking, Credit, Employee Benefits
Education
Lenoir-Rhyne University 1989 — 1992
Bachelor of Arts (B.A.), Business Administration and Management, General
Catawba Valley Community College 1987 — 1989
Associate of Arts and Sciences (AAS), Accounting
Valic Financial Advisors August 2014 - Present
St. Joseph's Catholic Church June 2013 - Present
Freelance November 2012 - Present
Lincoln Financial Advisors April 2008 - October 2013
EverBank January 2006 - August 2007
Skills
Series 6, Financial Planners, Asset Management, Wealth, Long-term Care, Financial Services, Alternative Investments, FINRA, Equities, Financial Analysis, Long Term Care Insurance, Finance, 401k Rollovers, Term Life Insurance, Wealth Management..., Loans, Program Management, Risk Management, Microsoft Office, Mortgage Lending, Small Business, Process Improvement, Underwriting, Banking, Credit, Employee Benefits
Education
Lenoir-Rhyne University 1989 — 1992
Bachelor of Arts (B.A.), Business Administration and Management, General
Catawba Valley Community College 1987 — 1989
Associate of Arts and Sciences (AAS), Accounting
Peter Lupone, CFP®, MBA, MST's VALIC Financial Advisors Experience 2010 - Present
Job Financial Planning Advisor at VALIC Financial Advisors
Industry Financial Services
Experience
VALIC Financial Advisors 2010 - Present
TIAA-CREF 2007 - 2010
Fidelity Investments March 1991 - February 2007
Skills
Finance, Series 7, Retirement Planning, Wealth Management, High Net Worth..., Investment Advisory, Retirement, Mutual Funds, Financial Advisory, Strategic Financial..., Estate Planning, Investments, Portfolio Management, Equities, Uniform Combined State..., Financial Services, Series 63, 401k, Investment Strategies, Asset Allocation, Securities
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 2005
MST, Taxation
Babson College - Franklin W. Olin Graduate School of Business 1981 — 1984
MBA, Finance
Bentley University 1973 — 1978
BS, Accounting
VALIC Financial Advisors 2010 - Present
TIAA-CREF 2007 - 2010
Fidelity Investments March 1991 - February 2007
Skills
Finance, Series 7, Retirement Planning, Wealth Management, High Net Worth..., Investment Advisory, Retirement, Mutual Funds, Financial Advisory, Strategic Financial..., Estate Planning, Investments, Portfolio Management, Equities, Uniform Combined State..., Financial Services, Series 63, 401k, Investment Strategies, Asset Allocation, Securities
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 2005
MST, Taxation
Babson College - Franklin W. Olin Graduate School of Business 1981 — 1984
MBA, Finance
Bentley University 1973 — 1978
BS, Accounting
Jim Eismon, CFP®'s VALIC Financial Advisors Experience June 1999 - Present
Job Senior Financial Advisor at Valic Financial Advisors
Industry Financial Services
Experience
VALIC June 1999 - Present
Valic Financial Advisors June 1999 - Present
Skills
Retirement Planning, Series 7, Wealth Management, Investment Advisory, IRAs, Saving for Education, Investment Strategies, Wealth, Estate Planning, Securities, Certified Financial..., Asset Managment, Roth IRA, Series 24, Income Protection, Life Insurance, Long-term Care, Series 63, Strategic Financial..., Portfolio Management, Financial Advisory, Personal Financial..., High Net Worth..., Retirement, Wealth Management..., Investments, Investment Management
Education
Mount Union College 1994 — 1998
BA, Finance, Accounting, Economics
VALIC June 1999 - Present
Valic Financial Advisors June 1999 - Present
Skills
Retirement Planning, Series 7, Wealth Management, Investment Advisory, IRAs, Saving for Education, Investment Strategies, Wealth, Estate Planning, Securities, Certified Financial..., Asset Managment, Roth IRA, Series 24, Income Protection, Life Insurance, Long-term Care, Series 63, Strategic Financial..., Portfolio Management, Financial Advisory, Personal Financial..., High Net Worth..., Retirement, Wealth Management..., Investments, Investment Management
Education
Mount Union College 1994 — 1998
BA, Finance, Accounting, Economics
Betsy Dart's VALIC Financial Advisors Experience August 2013 - Present
Job Financial Advisor and Consultant at Valic Financial Advisors
Industry Financial Services
Experience
Valic Financial Advisors August 2013 - Present
First Wallstreet Advisors June 2012 - August 2013
Great Basin Federal Credit Union and Frontier Financial Credit Union March 2007 - May 2012
Wells Fargo Advisors February 2004 - March 2007
CUNA Mutual Group March 1998 - February 2004
Skills
Making Work Optional, Values Based Investing, Business Owner Planning, Estate Planning, Tax planning, Income Strategies, Investment risk..., IRA's, 401k's, SEP's,..., Life and Long Term Care..., Strategies for..., Strategic Financial..., Finance, Tax, Financial Planners, Series 7, Wealth Management, Retirement Planning
Education
Lewis and Clark College
M.A. and B.A., History and Teaching
Valic Financial Advisors August 2013 - Present
First Wallstreet Advisors June 2012 - August 2013
Great Basin Federal Credit Union and Frontier Financial Credit Union March 2007 - May 2012
Wells Fargo Advisors February 2004 - March 2007
CUNA Mutual Group March 1998 - February 2004
Skills
Making Work Optional, Values Based Investing, Business Owner Planning, Estate Planning, Tax planning, Income Strategies, Investment risk..., IRA's, 401k's, SEP's,..., Life and Long Term Care..., Strategies for..., Strategic Financial..., Finance, Tax, Financial Planners, Series 7, Wealth Management, Retirement Planning
Education
Lewis and Clark College
M.A. and B.A., History and Teaching
Bob Hyneman's VALIC Financial Advisors Experience January 2006 - Present
Job District Manager at VALIC Financial Advisors
Industry Financial Services
Experience
VALIC Financial Advisors January 2006 - Present
VALIC July 2000 - January 2006
Hi Desert Medical Center July 1991 - 1999
Skills
Certified Financial..., Chartered Leadership..., FINRA Series 63, 51,...
Education
Chapman University
Master of Science, Human Resource Management & Development
Southern Illinois University, Carbondale
Bachelor of Science, Electronics Management
VALIC Financial Advisors January 2006 - Present
VALIC July 2000 - January 2006
Hi Desert Medical Center July 1991 - 1999
Skills
Certified Financial..., Chartered Leadership..., FINRA Series 63, 51,...
Education
Chapman University
Master of Science, Human Resource Management & Development
Southern Illinois University, Carbondale
Bachelor of Science, Electronics Management
Tiffany Koger's VALIC Financial Advisors Experience August 2011 - March 2014
Job Financial Services Professional
Industry Financial Services
Experience
VALIC August 2014 - Present
VALIC March 2014 - August 2014
VALIC Financial Advisors August 2011 - March 2014
University of Pittsburgh August 2009 - April 2011
Potbelly Sandwich Works May 2009 - August 2009
University of Pittsburgh January 2009 - April 2009
University of Pittsburgh August 2006 - November 2008
Chicago Theater July 2006 - August 2006
Holy Name Cathedral Convent June 2003 - June 2006
Skills
Data Entry, Outlook, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Spreadsheets, Time Management, Microsoft Office, Research, Filing, Fax, Databases, Invoicing, Process Scheduler, Leadership
Education
University of Pittsburgh 2006 — 2010
Bachelors of Arts, Sociology
Saint Benedict High School 2002 — 2006
VALIC August 2014 - Present
VALIC March 2014 - August 2014
VALIC Financial Advisors August 2011 - March 2014
University of Pittsburgh August 2009 - April 2011
Potbelly Sandwich Works May 2009 - August 2009
University of Pittsburgh January 2009 - April 2009
University of Pittsburgh August 2006 - November 2008
Chicago Theater July 2006 - August 2006
Holy Name Cathedral Convent June 2003 - June 2006
Skills
Data Entry, Outlook, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Spreadsheets, Time Management, Microsoft Office, Research, Filing, Fax, Databases, Invoicing, Process Scheduler, Leadership
Education
University of Pittsburgh 2006 — 2010
Bachelors of Arts, Sociology
Saint Benedict High School 2002 — 2006
Daniel Shirk's VALIC Financial Advisors Experience 2011 - Present
Job Financial Services Professional
Industry Financial Services
Experience
VALIC Financial Advisors 2011 - Present
Indiana Farm Bureau Insurance May 2007 - July 2011
Education
Ball State University 1992 — 1994
DeKalb High School 1987 — 1991
VALIC Financial Advisors 2011 - Present
Indiana Farm Bureau Insurance May 2007 - July 2011
Education
Ball State University 1992 — 1994
DeKalb High School 1987 — 1991
Fred McEwen's VALIC Financial Advisors Experience January 2013 - Present
Job Financial Advisor at Valic
Industry Financial Services
Experience
Valic Financial Advisors January 2013 - Present
Fred McEwen Agency March 2004 - November 2008
UBS March 2000 - February 2002
Skills
Financial Modeling, Retirement Planning, Asset Management, Investments, Financial Analysis, Finance, Start-ups, Wealth Management, Financial Advisory, Mutual Funds, Investment Advisory, Strategic Financial..., Asset Allocation, Series 7, IRAs, Securities, Series 63, Financial Planning, Strategic Planning, Retirement
Education
Millsaps College 1985 — 1988
Master of Business Administration (M.B.A.), Finance, General
Jackson State University 1981 — 1982
Bachelor's degree, Chemistry
Tougaloo College 1977 — 1980
Chemistry
South Pike High
High School Diploma
Valic Financial Advisors January 2013 - Present
Fred McEwen Agency March 2004 - November 2008
UBS March 2000 - February 2002
Skills
Financial Modeling, Retirement Planning, Asset Management, Investments, Financial Analysis, Finance, Start-ups, Wealth Management, Financial Advisory, Mutual Funds, Investment Advisory, Strategic Financial..., Asset Allocation, Series 7, IRAs, Securities, Series 63, Financial Planning, Strategic Planning, Retirement
Education
Millsaps College 1985 — 1988
Master of Business Administration (M.B.A.), Finance, General
Jackson State University 1981 — 1982
Bachelor's degree, Chemistry
Tougaloo College 1977 — 1980
Chemistry
South Pike High
High School Diploma
Carl Fong's VALIC Financial Advisors Experience September 1989 - Present
Job Senior Financial Advisor at VALIC FINANCIAL ADVISORS
Industry Financial Services
Experience
VALIC FINANCIAL ADVISORS September 1989 - Present
Education
California State University-Sacramento 1979 — 1984
Bachelor of Science (BS), Finance, General
VALIC FINANCIAL ADVISORS September 1989 - Present
Education
California State University-Sacramento 1979 — 1984
Bachelor of Science (BS), Finance, General