Vertical Capital Markets Group, LLC
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Vertical Capital Markets Group, LLC Employees
Sierra Investment Management, Inc. September 2015 - Present
Vertical Capital Markets Group, LLC March 2013 - May 2015
Vertical Capital Markets Group, LLC April 2013 - September 2014
E*TRADE Financial January 2011 - October 2012
Fidelity Investments February 2009 - December 2010
Ameriprise Financial April 2008 - February 2009
Skills
Series 7, Portfolio Management, Sales, Risk Management, Marketing, Management, Wealth Management, Asset Allocation, High Net Worth..., Investments, Finance, Securities, Mutual Funds, Salesforce.com, CRM, Retirement Planning, Series 63, FINRA, Retirement, Insurance
Education
California State University-Fullerton 2003 — 2008
BA, Business Finance
LTC Consumer September 2012 - Present
Aston Sharp Insurance Services, Inc. September 2012 - Present
eDisabilityQuotes October 2012 - July 2013
Northwestern Mutual September 2011 - November 2012
Vertical Capital Markets Group, LLC May 2011 - October 2011
Skills
Series 7, Series 63, Wealth Management, Mutual Funds, Investments, Life Insurance, Insurance, Disability Insurance, IRAs, Employee Benefits, Securities, Retirement, Retirement Planning, Alternative Investments, Financial Advisory, Strategic Financial..., Health Insurance, Small Business, Real Estate, Financial Services, Finance, Long-term Care, Long Term Care Insurance, Estate Planning, Roth IRA
Education
San Diego State University-California State University
Business Administration, Business Management and Entrepreneurship
Dana Hills High School
Vertical Capital Markets Group, LLC September 2012 - Present
Lincoln Financial Group 2007 - 2008
ING Nederland August 1997 - January 2006
Transamerica(The Endeavor Group) August 1995 - August 1997
The Helin Organization July 1994 - August 1995
Skills
Series 7, Series 63, Sales, Marketing, Investments, Insurance, Relationship Management, Strategy, New Business Development, Sales Management, Leadership, Sales Presentations, Team Building, Training, Team Leadership, Mutual Funds, Retirement, Retirement Planning
Education
Arizona State University 1989 — 1994
Bachelor of Science (BS), Business
Elysian Capital Markets Group,LLC September 2014 - Present
Vertical Capital Markets Group, LLC February 2013 - July 2014
Transamerica Capital Management January 2008 - October 2012
Transamerica Capital Management January 2008 - October 2012
ING Group May 1997 - December 2007
Skills
Alternative Investments, Asset Allocation, Investments, Management, Retirement, Retirement Planning, Wealth Management, Variable Annuities, Financial Advisory, Mutual Funds, Asset Managment, Portfolio Management, Series 63, Series 7, Securities, Structured Finance, Investment Banking, Options, Asset Management, Hedge Funds, Asset, Fixed Annuities, Financial Services, Series 6, Product Marketing, 401k, Sales Management, Investment Advisory, Contract Negotiation, Product Design
Education
UC Irvine 1997 — 1999
BA Economics, Management
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Management
Elysian Capital Markets Group, LLC September 2014 - Present
Vertical Capital Markets Group, LLC June 2013 - September 2014
Transamerica December 2010 - June 2013
Transamerica May 2009 - December 2010
Transamerica May 2008 - May 2009
Transamerica March 2006 - May 2008
Pottery Barn Kids 2002 - 2007
Bath & Body Works 1999 - 2002
Skills
Investments, Mutual Funds, Retirement, Insurance, Retirement Planning, Financial Services, Series 6, Life Insurance, Series 63, Relationship Management, Sales Management, Business Development, IRAs, Variable Annuities, New Business Development, Sales, Building Relationships, Marketing, Finance, Asset Allocation, Webinars, Financial Planners, Securities, FINRA, Webinar Development, Long-term Care, Salesforce.com, Business Relationship..., Sales Presentations, Webinar, Webinar Management, Key Account Management, Key Account Development, Series 26, Alternative Investments, Management, Strategic Leadership, Business Planning, Financial Planning
Education
University of Colorado at Denver 1999 — 2005
Bachelor of Science Business Administration (B.B.A.), Marketing
Vertical Capital Markets Group, LLC February 2015 - Present
Camp Shane California June 2014 - August 2014
Fisherman's Restaurant & Bar July 2006 - August 2008
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Multi Tasking, Sports Nutrition, Problem Solving, Social Networking, Food Service, Food, Sports, Athletics, Time Management
Education
San Jose State University 2008 — 2014
Bachelor of Science (BS), Nutritional Science: Sports Nutrition
San Clemente High School 2004 — 2008
AXA Distributors August 2014 - Present
Vertical Capital Markets Group, LLC May 2013 - August 2014
Sammons Retirement Solutions December 2011 - May 2013
Symetra Financial February 2011 - December 2011
ING Individual Retirement August 1999 - February 2011
Wilmington Trust Company August 1997 - August 1999
Delaware Office Equipment January 1995 - August 1997
Skills
FINRA Series 6, Annuities, Mutual Funds, Series 63, Series 65, Insurance, Fixed Annuities, Licensing, Retirement, Variable Annuities, Series 6, Sales Presentations, Life Insurance, Investments, Series 7, Financial Advisory, 401k, Indexed Annuities, Uniform Combined State...
Education
Salisbury University 1989 — 1994
B.S, Business Administration; Marketing
Moody National Companies July 2015 - Present
Vertical Capital Markets Group, LLC May 2013 - Present
Invest Financial May 2011 - May 2013
TPP, Inc. 2009 - June 2011
Prudential Financial 2008 - 2009
Prudential Financial 2007 - 2008
Prudential Financial 2006 - 2007
Sun Life Financial 2005 - 2006
Skills
Investments, Business Development, Strategy, Team Building, Relationship Management, Public Speaking, Negotiation, Leadership, Securities, Training, Marketing, Management, Finance, Series 63, Sales, Retirement Planning, Strategic Planning, Recruiting
Education
University of Florida - Warrington College Of Business 2009 — 2011
MBA
Stetson University 2001 — 2005
Business, Marketing, Spanish
Bishop Verot High School
Position Based in Western United States June 2011 - Present
Vertical Capital Markets Group, LLC March 2010 - May 2011
Industry Consultant November 2008 - February 2010
Bluerock Real Estate, LLC November 2007 - October 2008
Triple Net Properties, LLC February 2005 - August 2007
Skills
Alternative Investments
Education
California State University, Channel Islands 2002 — 2004
BS Computer Science, Database Theory & Design
Santa Barbara City College 1999 — 2001
Associates Degree, Computer Science, Engineering, Business
Glenbard West
KBS Capital Markets Group May 2015 - Present
Vertical Capital Markets Group, LLC February 2015 - May 2015
The Spot2g LLC September 2011 - February 2015
Kint September 2009 - September 2013
Skills
Series 7, Sales, Marketing, Advertising, Social Media Marketing, New Business Development, Entrepreneurship, Business Strategy, Marketing Strategy, Account Management, Customer Service, Social Networking, Public Speaking, Leadership
Education
Penn State University 2004 — 2008
Horizon Media June 2015 - August 2015
Circle Advertising September 2013 - May 2015
Vertical Capital Markets Group, LLC March 2014 - January 2015
Delta Gamma January 2013 - December 2013
Skills
Social Media Marketing, Highly detail oriented, Highly Ambitious, Leadership, Sales, Highly personable, Organization, Multi Tasking, Task-oriented, Takes Direction Well, Perfectionist, Instagram, Tumblr, Event Planning, Facebook, YouTube, Cision, Social Networking, Pinterest, Microsoft Office, Social Media, Microsoft Excel, Marketing, PowerPoint, Microsoft Word, Public Speaking, Customer Service
Education
Chapman University, The George L. Argyros School of Business and Economics 2011 — 2015
Bachelor of Science (B.S.), Business Marketing and Advertising
Woodinville High School 2008 — 2011
Elysian Capital Markets Group, LLC November 2014 - Present
Vertical Capital Markets Group, LLC August 2013 - October 2014
Global Hunter Securities 2013 - 2013
Hargreaves Lansdown January 2011 - May 2011
Skills
Microsoft Office, Management, Microsoft Excel, Customer Service, Project Management, Strategic Planning, Leadership, PowerPoint, Microsoft Word, Business Strategy, Investments, Marketing, Equities, Marketing Strategy, Asset Management
Education
Swansea University 2007 — 2010
Bachelor of Science (BSc), Accounting and Finance
Money Armour, LLC. May 2015 - Present
Vertical Capital Markets Group, LLC January 2015 - May 2015
Kovack Securities October 2010 - November 2014
Investacorp, Inc. February 2007 - July 2010
SunTrust Investment Services June 2003 - January 2007
Bank of America March 2002 - June 2003
Franklin Templeton Investments March 1993 - February 2002
Skills
Series 6, 7, 24, 63, 65..., Mutual Funds, Investments, Series 7, Alternative Investments, Wealth Management, Series 63, Investment Advisory, Asset Management, Securities, Retirement Planning
Education
University of South Florida 1988 — 1993
Bachelor of Science (B.S.), Finance, General
Buckman Buckman & Reid October 2011 - Present
STANY 1995 - 2013
STANY 1995 - 2013
STANY 1995 - 2013
Vertical Capital Markets Group, LLC March 2009 - October 2011
Sterne Agee March 2007 - March 2010
NDB 1995 - 2002
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Microsoft Excel, Microsoft Word, Blogging, Banking, Capital Markets, Electronic Trading, Business Strategy, Equity Trading, Financial Analysis, Financial Markets, New Business Development, Sales, Social Networking, Securities, Trading
Education
Hunter College 1976 — 1981
Bachelor of Arts (B.A.), Political Economy
Moore Catholic High School
Market InSite Real Estate Advisors September 2014 - June 2015
Malcolm Cisneros, A Law Corporation April 2014 - September 2014
Vertical Recovery Management July 2013 - January 2014
Vertical Capital Markets Group, LLC September 2012 - March 2013
State Farm Insurance February 2012 - June 2012
UCI Department of Psychiatry November 2011 - February 2012
Skills
Microsoft Office, Eviews, Macroeconomics, Microeconomics, Game Theory, Microsoft Excel, PowerPoint, Financial Accounting, Managerial Accounting, Behavioral Economics, Applied Economics, Microsoft Word, Salesforce.com, Econometrics
Education
University of California, Irvine 2010 — 2013
Bachelor of Business Economics
AR2 Capital Partners, LLC March 2015 - Present
Vertical Capital Markets Group, LLC October 2013 - June 2014
Vertical Capital Markets Group, LLC November 2008 - October 2013
Hartman Management, L.P. January 2007 - November 2008
Skills
Alternative Investments, Series 7, Mutual Funds, Investments, Asset Management, Series 63, Financial Advisory, Investment Advisory, Wealth Management, New Business Development, Securities, Asset Allocation, Commercial Real Estate, Asset Managment, Investment Strategies, Financial Planning, Portfolio Management, Due Diligence, Equities, Private Equity, Financial Services, Financial Analysis, Finance
Education
University of St. Thomas 2000 — 2003
Bachelor's degree, International Business, 3.5
University of St. Thomas (TX) 2000 — 2003
Cornell University 2015 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
Queen's University 2015 — 2017
Master of Business Administration (MBA)
Financial Literacy Project October 2014 - Present
Charitable Alliance Foundation March 1999 - Present
Financial West Group April 2013 - April 2015
Vertical Capital Markets Group April 2012 - March 2013
undisclosed April 2012 - June 2012
President Paladin Realty Securities June 2010 - July 2011
Vertical Capital Markets Group, LLC October 2008 - September 2010
Hartman Management October 2005 - November 2008
Morgan Stanley Smith Barney 2004 - 2005
Travelers 1996 - 2000
Skills
Registered Fiduciary, Registered Principal, Certified Estate Planner, Securities, Financial Services, Series 7, Series 63, Series 24, Alternative Investments, Investment Advisory, Equities, Mutual Funds, Private Placements, Financial Advisory, Wealth Management, Retirement, Capital Markets, Investments, Investment Banking, Portfolio Management, FINRA, Entrepreneurship, Retirement Planning, Finance, Asset Management, Strategic Financial..., Investment Strategies, IRAs, Asset Allocation, Estate Planning, Fixed Annuities, 401k, Investment Management, Hedge Funds, Bonds, ETFs, Fixed Income, Wealth, Private Equity, Due Diligence, Financial Planning
Education
The George Washington University 1976 — 1978
Master of Science, Forensic Science
University of Southern California 1972 — 1975
B A, Journalism