Various financial services companies
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Various financial services companies Employees
eMoney Advisor April 2014 - Present
eMoney Advisor April 2013 - Present
eMoney Advisor June 2010 - Present
Various Financial Services Companies January 1998 - December 2009
Skills
Presentations, Sales Management, Sales, B2B software, Software Solution Sales, Software Sales..., Marketing Strategy, MBA, Key Account Management, Strategic Prospecting, Account Management, B2B, Financial Services, Customer Acquisition, Business Development, Wealth Management, Finance, Sales Operations, Leadership, Management, Selling, Investments, Marketing, SaaS, Training, Insurance, Strategic Planning, Salesforce.com, Sales Presentations, Team Leadership, CRM, Cold Calling, Relationship Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2003
MBA, Finance, General, 3.65 GPA
University of Pennsylvania 1991 — 1995
BA
The Haverford School 1980 — 1991
High School
Self-employed writer 2012 - Present
Various financial services companies 2012 - Present
Ameriprise Financial 2006 - 2009
LAUSD 2000 - 2005
USC-ABBC Telemedical Consortium 1998 - 2000
University of Southern California 1995 - 2000
Skills
Microsoft Word, Microsoft Excel, Outlook, editing, structural editing, copy editing, teaching, classification, categorization, pattern recognition, training, corporate training, virtual training, rapid turnaround, oral communication, written communication, writing, client relations
Education
University of Southern California
MA, Liberal Arts
Harpur College, SUNY Binghamton
BA, Linguistics/Literature
The Insurance Pro Blog April 2012 - Present
Aaron Advantage Agency January 2011 - February 2012
Various Financial Services Companies July 2000 - December 2009
Skills
Retirement Planning, Annuities, Key Person Insurance, Long Term Care, Disability Insurance, Life Insurance, Permanent Life Insurance, Whole life insurance, Infinite Banking Concept, Bank on Yourself, Become Your Own Banker, Qualified Sick Pay Plans, Long-term Care, Fixed Annuities, Banking, Whole Life, Small Business, Sales, Insurance, Blogging, Financial Services, Estate Planning, Financial Planners, Universal Life, Term Life Insurance, Portfolio Management
Education
Hampden-Sydney College 1995 — 1999
Bachelor of Arts (B.A.), History
Peach County High School 1991 — 1995
American Finance Solutions February 2009 - Present
American Finance Solutions. 2008 - Present
Consolidebt 2009 - 2010
Debt Relief Group January 2002 - February 2009
Various Financial Services Companies January 2005 - December 2008
Skills
Negotiating Contracts, Customer Relations, Agent Training, Negotiation, Merchant Services, Small Business Lending, Finance, Banking, Business Development, Payment Card Processing, Underwriting, Credit, Funding, Small Business, Microsoft Excel, Loans, Financial Services, Salesforce.com, Account Management, Electronic Payments, Customer Service
Education
Santa Ana College 2000 — 2002
Assoctiate Arts, Liberal Arts
YourLifeStage May 2006 - Present
Various Financial Services Companies March 1981 - March 2006
Education
Emporia State University 1976 — 1980
Bachelors in Business Administration, Business
Synchrony Financial (GE Capital) 2013 - Present
GE Capital Retail Bank 2010 - 2012
GE Capital Retail Bank 2008 - 2010
General Electric 2006 - 2008
The McGraw-Hill Companies June 2005 - September 2005
Ernst & Young December 2002 - July 2004
Ernst & Young January 2001 - December 2002
Various financial services companies 1994 - 2000
Skills
Digital Marketing, Marketing, E-commerce, Product Management, Product Innovation, Cross-functional Team..., Analytics, Marketing Strategy, Business Strategy, Business Development, Management, CRM, Project Management, Mobile Devices, Leadership, Product Marketing, Marketing Research, Six Sigma, Strategic Partnerships, Credit Cards, Product Development, New Product Ideation, Launch Of New Products, International Marketing, Market Research, Payments, Consumer Financing, Strategy, Digital Strategy, Strategic Planning, Mergers & Acquisitions, Sales, Financial Services
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA
Law School of the State of Bavaria
J.D.
Thrivent Financial June 2011 - Present
Living Generously Radio Program October 2012 - Present
Camp Fire USA North Shore Council July 2009 - April 2011
Various Financial Services Companies December 1998 - September 2009
Various Churches September 1980 - September 1996
Mid Atlantic CBA September 1994 - August 1996
Skills
Estate Planning, Fixed Annuities, Retirement, Retirement Planning, Fee-based Financial..., Mutual Funds, Strategic Financial..., Life Insurance, Wealth Management, Long-term Care, Securities, ETFs, High Net Worth..., 529 Plans, Wealth Management..., Personal Financial..., Variable Annuities, Insurance, Public Speaking
Education
Boston University 2007 — 2007
CFP, Certified Financial Planner
Western Seminary 1992 — 1998
D.Min., Theology/Leadership
Western Seminary 1977 — 1980
M.Div., Pastoral Studies
The Kings College 1972 — 1976
BA, history
Adara May 2012 - Present
Apple April 2011 - May 2012
Coupons.com Inc. March 2010 - April 2011
Various Financial Services Companies 2009 - 2010
JPMorgan Chase 2003 - 2009
Advanta Corporation 2002 - 2003
NextCard Inc. 2000 - 2002
Providian Financial 1997 - 2000
Skills
Segmentation, Analytics, Direct Marketing, Database Marketing, Customer Acquisition, Customer Analysis, Banking, Financial Services, Digital Marketing, Web Analytics, P&L Management, Marketing, Cross-functional Team..., Business Analytics, Customer Retention, B2B, Management, Pricing
Education
University of California, Berkeley 1993 — 1996
Bachelor
The Leo Group, LLC May 2014 - Present
SenaHill Partners, LP May 2014 - Present
FCG Advisors, LLC June 2010 - May 2014
Various Financial Services Companies October 2003 - June 2010
Goldman Sachs March 1996 - October 2003
Spear, Leeds & Kellogg March 1996 - September 2000
Skills
Hedge Funds, Sports Coaching
Education
Lehigh University
Tulane University - A.B. Freeman School of Business
Masters Certificate in Management
newark academy
Northwestern Mutual October 2008 - Present
Thrivent Financial For Lutherans June 2007 - September 2008
Various Financial Services Companies October 1980 - December 2005
Education
Trinity College-Hartford
Masters, Economics
H.M. Dunn Aerospace August 2014 - Present
National Utilities Company November 2010 - August 2014
Highpoint Patient Services December 2009 - November 2010
Various Financial Services Companies July 2008 - May 2009
JPMorgan Chase May 2002 - June 2008
Citizens Bank January 1999 - May 2002
Skills
Finance, Financial Analysis, Cash Management, Forecasting, Treasury Management, Accounting, Credit, Banking, Budgets, Accounts Receivable, Managerial Finance, Payroll, Accounts Payable, Vendor Management, Customer Service, Financial Modeling, Human Resources, Account Reconciliation, Management, Leadership, Financial Reporting, Strategic Financial..., Process Improvement, General Ledger, Financial Planning, Employee Relations, Employee Benefits, ADP Payroll, Strategic Planning, Financial Statements, Cash Flow, Loans, Credit Risk
Education
Howard Payne University 1998 — 2002
Bachelor's, Accounting and Finance
Various Financial Services Companies 2010 - Present
Hilltop Partners Asset Management 2011 - 2012
Bayerische Landesbank 1994 - 2008
Garvin GuyButler Corp. 1992 - 1994
First Fidelity Bank 1989 - 1991
Thomson Financial Networks 1988 - 1989
Ladenburg, Thalmann & Co. 1983 - 1988
Skills
Portfolio Management, Trading, Analytics, Fixed Income, Equities, Investments, Financial Markets, ABS, Credit Analysis, Derivatives, Origination, Structuring, Credit, Risk Management, Banking, Due Diligence, Credit Risk, Asset Management, Bloomberg, Capital Markets, Swaps, Structured Products, Bonds, Financial Analysis, Securities, Financial Modeling, CMBS, FX, Hedge Funds, Equity Research, Securitization, Investment Banking, Corporate Finance, Excel, Market Risk, Strategic Planning, Valuation, Structured Finance, Debt, Residential Mortgages, Leveraged Finance, Loans, Risk, Budgeting, Access, ALM, Underwriting, Private Equity, Mergers, Research
Education
Rutgers, The State University of New Jersey-Newark
B.S., Marketing
Old Hickory Buildings, LLC March 2004 - Present
Various Financial Services Companies January 1995 - February 2004
Skills
Business Strategy, Negotiation, Marketing Strategy, Consumer Products, Retail, New Business Development, Forecasting, Sales Management, Strategic Planning, Process Improvement, Cross-functional Team..., Product Management, Marketing, Sales, Sales Operations, Strategy, Competitive Analysis, Inventory Management
Education
Oklahoma City University 1994 — 1996
Master of Business Administration (MBA), Marketing/Marketing Management, General, 3.5/4.0
Murray State University
Bachelor of Arts (BA), History/Marketing