Voya Financial Advisors
Industry: Company
DescriptionVoya Financial is an American financial, retirement, investment and insurance company based in New York, New York. Voya began as ING U.S., the United States operating subsidiary of ING Group, which was spun off in 2013 and established independent financial backing through an initial public offering. Customer service: 1 (855) 663-8692 Headquarters: New York City, NY CEO: Rodney O. Martin, Jr. Subsidiaries: ReliaStar Life Insurance Company,
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Voya Financial Advisors Employees
Employee
Years
Job
Industry
Marshall Egermier Marshall Egermier's Voya Financial Advisors Experience November 2011 - Present
Job Investment Adviser Representative at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors November 2011 - Present
Egermier Wealth Management Group June 2011 - November 2011
Omaha Police Department May 2009 - August 2009
South Pacific Pool May 2007 - August 2008
South pacific Pool May 2006 - August 2007
Education
University of Nebraska-Lincoln 2006 — 2010
Bachelor of Science (B.S.)
VJ & Angela Skutt Catholic High School 2002 — 2006
Voya Financial Advisors November 2011 - Present
Egermier Wealth Management Group June 2011 - November 2011
Omaha Police Department May 2009 - August 2009
South Pacific Pool May 2007 - August 2008
South pacific Pool May 2006 - August 2007
Education
University of Nebraska-Lincoln 2006 — 2010
Bachelor of Science (B.S.)
VJ & Angela Skutt Catholic High School 2002 — 2006
Carol O'Boyle Carol O'Boyle's Voya Financial Advisors Experience March 2013 - Present
Job Executive Assistant at Voya Financial Advisors
Industry Investment Management
Experience
Voya Financial Advisors March 2013 - Present
Education
California State University-Northridge
B.S., Business Administration, Marketing
Voya Financial Advisors March 2013 - Present
Education
California State University-Northridge
B.S., Business Administration, Marketing
Harry Overton Harry Overton's Voya Financial Advisors Experience May 2005 - Present
Job Investment Advisor Representative
Industry Financial Services
Experience
VOYA Financial Advisors May 2005 - Present
Deloitte January 1997 - December 2001
Skills
Investments, Retirement Planning, Financial Advisory, Mutual Funds, IRAs, Series 7, Investment Advisory, Asset Allocation, Strategic Planning, Retirement, Strategic Financial..., Fixed Annuities, Series 63, Wealth Management, 401k, Investment Strategies
Education
Loyola University of Chicago 1989 — 1993
BA, Accounting, Finance
VOYA Financial Advisors May 2005 - Present
Deloitte January 1997 - December 2001
Skills
Investments, Retirement Planning, Financial Advisory, Mutual Funds, IRAs, Series 7, Investment Advisory, Asset Allocation, Strategic Planning, Retirement, Strategic Financial..., Fixed Annuities, Series 63, Wealth Management, 401k, Investment Strategies
Education
Loyola University of Chicago 1989 — 1993
BA, Accounting, Finance
Lynette Andrichuk Lynette Andrichuk's Voya Financial Advisors Experience May 2007 - Present
Job Registered Represenative at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors May 2007 - Present
Fifth Third Bank Private Bank May 2006 - April 2007
BB&T September 2004 - March 2006
Fisher InvestmentS April 2001 - September 2004
Skills
Series 7, Investments, Mutual Funds, Retirement Planning, Wealth Management, Retirement, Series 63, Strategic Financial..., Insurance, Portfolio Management, Investment Advisory, Fixed Annuities, Securities, Financial Services, 401k, Asset Allocation, Life Insurance, Estate Planning
Education
Maryville University of Saint Louis 1982 — 1984
BS, Accounting, Economics, Finance
Sr 7
Voya Financial Advisors May 2007 - Present
Fifth Third Bank Private Bank May 2006 - April 2007
BB&T September 2004 - March 2006
Fisher InvestmentS April 2001 - September 2004
Skills
Series 7, Investments, Mutual Funds, Retirement Planning, Wealth Management, Retirement, Series 63, Strategic Financial..., Insurance, Portfolio Management, Investment Advisory, Fixed Annuities, Securities, Financial Services, 401k, Asset Allocation, Life Insurance, Estate Planning
Education
Maryville University of Saint Louis 1982 — 1984
BS, Accounting, Economics, Finance
Sr 7
Christopher Weingand Christopher Weingand's Voya Financial Advisors Experience January 2014 - Present
Job Registered Representative of VOYA Financial Advisors
Industry Financial Services
Experience
VOYA Financial Advisors January 2014 - Present
Firm in Dayton, Ohio May 2010 - June 2013
Ada High School March 2009 - May 2010
Clear Channel Broadcasting June 2009 - September 2009
The Beach Waterpark August 2008 - January 2009
Vector Marketing June 2007 - August 2007
NAPA Auto Parts May 2004 - September 2006
Education
Ohio Northern University 2006 — 2010
BSBA, International Business and Economics
Universidad del País Vasco/Euskal Herriko Unibertsitatea 2009 — 2009
Study Abroad/ International Management
Dale Charnegie Training 2010 — 2010
Leadership and Relationships
Mason High School 2004 — 2006
Fairfield High School 2002 — 2004
VOYA Financial Advisors January 2014 - Present
Firm in Dayton, Ohio May 2010 - June 2013
Ada High School March 2009 - May 2010
Clear Channel Broadcasting June 2009 - September 2009
The Beach Waterpark August 2008 - January 2009
Vector Marketing June 2007 - August 2007
NAPA Auto Parts May 2004 - September 2006
Education
Ohio Northern University 2006 — 2010
BSBA, International Business and Economics
Universidad del País Vasco/Euskal Herriko Unibertsitatea 2009 — 2009
Study Abroad/ International Management
Dale Charnegie Training 2010 — 2010
Leadership and Relationships
Mason High School 2004 — 2006
Fairfield High School 2002 — 2004
Doug Everett, CFP® Doug Everett, CFP®'s Voya Financial Advisors Experience September 2014 - Present
Job Investment Advisor Representative at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors September 2014 - Present
ING Financial Partners 2008 - August 2014
Children's Cancer Association March 2012 - March 2013
AXA Advisors July 1999 - June 2008
Ameriprise Financial Services, Inc. December 1984 - July 1999
Skills
Retirement Planning
Education
Kent State University 1977 — 1981
B.B.A., Marketing and Business Management
Lisbon David Anderson 1973 — 1977
Voya Financial Advisors September 2014 - Present
ING Financial Partners 2008 - August 2014
Children's Cancer Association March 2012 - March 2013
AXA Advisors July 1999 - June 2008
Ameriprise Financial Services, Inc. December 1984 - July 1999
Skills
Retirement Planning
Education
Kent State University 1977 — 1981
B.B.A., Marketing and Business Management
Lisbon David Anderson 1973 — 1977
Vincent Giuliano, CRPC Vincent Giuliano, CRPC's Voya Financial Advisors Experience March 2010 - Present
Job Investment Advisor Representative at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors March 2010 - Present
The Phoenix Companies October 2007 - June 2009
MetLife September 2001 - May 2007
Education
Central Connecticut State University 1993 — 1997
Bachelor of Science, Marketing
Voya Financial Advisors March 2010 - Present
The Phoenix Companies October 2007 - June 2009
MetLife September 2001 - May 2007
Education
Central Connecticut State University 1993 — 1997
Bachelor of Science, Marketing
Steven Leach Steven Leach's Voya Financial Advisors Experience January 2011 - Present
Job Investment Adviser Representative
Industry Financial Services
Experience
Voya Financial Advisors January 2011 - Present
Beaumont Chamber of Commerce 2010 - 2014
Waddell & Reed July 2008 - January 2011
PFS Investments November 2003 - July 2008
Enterprise Rent-A-Car January 1997 - October 2002
APC June 1988 - December 1996
Education
California State Polytechnic University-Pomona 1991 — 1994
Bachelors of Science in Business Administration, Human Resources
University of California, Riverside 1988 — 1991
General Education
Voya Financial Advisors January 2011 - Present
Beaumont Chamber of Commerce 2010 - 2014
Waddell & Reed July 2008 - January 2011
PFS Investments November 2003 - July 2008
Enterprise Rent-A-Car January 1997 - October 2002
APC June 1988 - December 1996
Education
California State Polytechnic University-Pomona 1991 — 1994
Bachelors of Science in Business Administration, Human Resources
University of California, Riverside 1988 — 1991
General Education
Marisa Brown's Voya Financial Advisors Experience April 2005 - Present
Job Registered Representative at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors April 2005 - Present
Education
Kansas State University 1991 — 1995
Voya Financial Advisors April 2005 - Present
Education
Kansas State University 1991 — 1995
Craig Paulson Craig Paulson's Voya Financial Advisors Experience April 2000 - Present
Job President, Altura Benefits and Investment Advisor Representative, Voya Financial Advisors
Industry Insurance
Experience
Altura Benefits August 2005 - Present
Voya Financial Advisors April 2000 - Present
Davis Benefits June 2001 - July 2005
Self-employed August 1995 - May 2001
Brock & Associates May 1995 - August 1995
Education
Brigham Young University 1991 — 1996
Bachelor of Arts, Political Science & Business Management
Altura Benefits August 2005 - Present
Voya Financial Advisors April 2000 - Present
Davis Benefits June 2001 - July 2005
Self-employed August 1995 - May 2001
Brock & Associates May 1995 - August 1995
Education
Brigham Young University 1991 — 1996
Bachelor of Arts, Political Science & Business Management
Jeff Pacha's Voya Financial Advisors Experience May 2011 - Present
Job Investment Advisor Representative at Voya Financial Advisors, Inc.
Industry Financial Services
Experience
Iowa City Regina Baseball October 2014 - Present
Voya Financial Advisors May 2011 - Present
Black & Gold Properties, LLC. April 2013 - Present
Education
University of Iowa - Henry B. Tippie College of Business
BBA, Finance
Regina High School
Iowa City Regina Baseball October 2014 - Present
Voya Financial Advisors May 2011 - Present
Black & Gold Properties, LLC. April 2013 - Present
Education
University of Iowa - Henry B. Tippie College of Business
BBA, Finance
Regina High School
Sam Macke Sam Macke's Voya Financial Advisors Experience September 2015 - Present
Job Insurance Agency Director at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors September 2015 - Present
Zenith Marketing Group May 2014 - August 2015
Cetera Financial Group October 2012 - March 2014
ING Financial Partners November 2001 - October 2012
Education
Iowa State University - College of Business 1990 — 1993
Bachelor's Degree, Business Administration and Management, General
Drake University
Voya Financial Advisors September 2015 - Present
Zenith Marketing Group May 2014 - August 2015
Cetera Financial Group October 2012 - March 2014
ING Financial Partners November 2001 - October 2012
Education
Iowa State University - College of Business 1990 — 1993
Bachelor's Degree, Business Administration and Management, General
Drake University
Michael Stocksick's Voya Financial Advisors Experience November 2009 - Present
Job Investment Advisor Representative at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors November 2009 - Present
First Investors Corporation May 2006 - October 2009
Education
Purdue University 1997 — 2001
Voya Financial Advisors November 2009 - Present
First Investors Corporation May 2006 - October 2009
Education
Purdue University 1997 — 2001
Johnny Siegel Johnny Siegel's Voya Financial Advisors Experience January 2011 - Present
Job Registered Representative at Voya Financial Advisors
Industry Financial Services
Experience
Siegel and Handley Rentals December 2012 - Present
Voya Financial Advisors January 2011 - Present
DC Elite August 2009 - Present
Moon Construction May 2005 - August 2009
Education
Coe College 2008 — 2012
Bachelor's degree, Business and Personal/Financial Services Marketing Operations
Siegel and Handley Rentals December 2012 - Present
Voya Financial Advisors January 2011 - Present
DC Elite August 2009 - Present
Moon Construction May 2005 - August 2009
Education
Coe College 2008 — 2012
Bachelor's degree, Business and Personal/Financial Services Marketing Operations
Yanko Castro Ferto Gallardo's Voya Financial Advisors Experience September 2014 - Present
Job Co Managing Partner at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors September 2014 - Present
ING Strategic Distribution January 2013 - September 2014
ING August 2009 - December 2012
American Hispanic School April 2005 - January 2008
Skills
Reinsurance, Retirement, Microsoft Office, Life Insurance, Employee Benefits, Finance, Retirement Planning, Strategic Financial..., International Relations, Sales Management, New Business Development, Operations Management, Sales, Negotiation, Marketing, Leadership, Pensions, Banking, Financial Services, Management, Insurance, Financial Analysis, Investments, Training, Mutual Funds, Risk Management, Portfolio Management, Business Planning, Fixed Annuities, Financial Planning
Education
University of California, Irvine 2006 — 2008
Bachelor's Degree, Political Science
Orange Coast College 2003 — 2006
A.A., Political Science
Universidad La Salle, A.C. 2001 — 2003
Law
Voya Financial Advisors September 2014 - Present
ING Strategic Distribution January 2013 - September 2014
ING August 2009 - December 2012
American Hispanic School April 2005 - January 2008
Skills
Reinsurance, Retirement, Microsoft Office, Life Insurance, Employee Benefits, Finance, Retirement Planning, Strategic Financial..., International Relations, Sales Management, New Business Development, Operations Management, Sales, Negotiation, Marketing, Leadership, Pensions, Banking, Financial Services, Management, Insurance, Financial Analysis, Investments, Training, Mutual Funds, Risk Management, Portfolio Management, Business Planning, Fixed Annuities, Financial Planning
Education
University of California, Irvine 2006 — 2008
Bachelor's Degree, Political Science
Orange Coast College 2003 — 2006
A.A., Political Science
Universidad La Salle, A.C. 2001 — 2003
Law
Marilyn Timbers, CFP ®, CDFA ™ Marilyn Timbers, CFP ®, CDFA ™'s Voya Financial Advisors Experience December 2000 - Present
Job Financial Adviser at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors December 2000 - Present
Education
College for Financial Planning
CFP(R) Certificant, Finance and Financial Management Services
Voya Financial Advisors December 2000 - Present
Education
College for Financial Planning
CFP(R) Certificant, Finance and Financial Management Services
Michael Casey, CLU, ChFC, CFP® Michael Casey, CLU, ChFC, CFP®'s Voya Financial Advisors Experience January 2004 - Present
Job Investment Advisor Representative Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors January 2004 - Present
Michael P. Casey May 1978 - Present
Education
Virginia Commonwealth University 1976 — 1978
Bachelor's degree, Mass Communication/Media Studies
Old Dominion University 1972 — 1975
Voya Financial Advisors January 2004 - Present
Michael P. Casey May 1978 - Present
Education
Virginia Commonwealth University 1976 — 1978
Bachelor's degree, Mass Communication/Media Studies
Old Dominion University 1972 — 1975
Devin Johnson Devin Johnson's Voya Financial Advisors Experience July 2013 - Present
Job Voya Financial Advisors & the Insurance Consultants of Florida, Inc
Industry Financial Services
Experience
Insurance Consultants of Florida, Inc May 2014 - Present
Voya Financial Advisors July 2013 - Present
Bankers Life and Casualty Company August 2011 - July 2013
Fifth Third Securities August 2009 - August 2011
Education
University of Illinois at Chicago 1997 — 2000
Insurance Consultants of Florida, Inc May 2014 - Present
Voya Financial Advisors July 2013 - Present
Bankers Life and Casualty Company August 2011 - July 2013
Fifth Third Securities August 2009 - August 2011
Education
University of Illinois at Chicago 1997 — 2000
Brian Mikkelson Brian Mikkelson's Voya Financial Advisors Experience August 1994 - Present
Job Investment Advisor Representative at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors August 1994 - Present
Askar Corp. December 1988 - August 1994
Great-West Financial January 1981 - December 1988
Education
University of Minnesota-Twin Cities
Bachelor of Science (BS), Finance and Risk Management
Voya Financial Advisors August 1994 - Present
Askar Corp. December 1988 - August 1994
Great-West Financial January 1981 - December 1988
Education
University of Minnesota-Twin Cities
Bachelor of Science (BS), Finance and Risk Management
Dona Swan Ayre LUTCF's Voya Financial Advisors Experience April 1996 - Present
Job Registered Representative at Voya Financial Advisors.*
Industry Financial Services
Experience
Voya Financial Advisors April 1996 - Present
Ayre Retirement Transitions January 2009 - Present
Education
The American College 1998 — 2001
LUTCF, Insurance
University of Houston-Clear Lake 1985 — 1989
BS, American Jurisprudence
Ed Slott 2006 — 2010
IRAs
Texas Tech University
Business and Art
Voya Financial Advisors April 1996 - Present
Ayre Retirement Transitions January 2009 - Present
Education
The American College 1998 — 2001
LUTCF, Insurance
University of Houston-Clear Lake 1985 — 1989
BS, American Jurisprudence
Ed Slott 2006 — 2010
IRAs
Texas Tech University
Business and Art
Emma Berger's Voya Financial Advisors Experience June 2015 - Present
Job Finance Intern at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors June 2015 - Present
University of Kansas Financial Management Systems January 2014 - May 2015
Voya Financial June 2014 - August 2014
Hy Vee July 2011 - May 2014
University of Kansas Dept. of Geology August 2013 - November 2013
Skills
Employee Training, Entrepreneurship, PeopleSoft, KUPPS, Microsoft Excel, Communication, Accounts Receivable, Billing Services, Morningstar, Albridge, Brand Marketing, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Customer Service, Leadership, Time Management, Social Media, Public Speaking, Net Exchange 360, CRM Integration, System Integration...
Education
University of Kansas 2013 — 2017
Bachelor of Science (B.S.), Accounting and Finance, Junior
Blue Valley Northwest High School 2009 — 2013
Voya Financial Advisors June 2015 - Present
University of Kansas Financial Management Systems January 2014 - May 2015
Voya Financial June 2014 - August 2014
Hy Vee July 2011 - May 2014
University of Kansas Dept. of Geology August 2013 - November 2013
Skills
Employee Training, Entrepreneurship, PeopleSoft, KUPPS, Microsoft Excel, Communication, Accounts Receivable, Billing Services, Morningstar, Albridge, Brand Marketing, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Customer Service, Leadership, Time Management, Social Media, Public Speaking, Net Exchange 360, CRM Integration, System Integration...
Education
University of Kansas 2013 — 2017
Bachelor of Science (B.S.), Accounting and Finance, Junior
Blue Valley Northwest High School 2009 — 2013
Paul Nick Petronelli Paul Nick Petronelli's Voya Financial Advisors Experience February 2006 - Present
Job Financial Advisor with Sylvia Financial
Industry Financial Services
Experience
Sylvia Financial February 2006 - Present
Voya Financial Advisors February 2006 - Present
CitiStreet Advisors LLC (A State Street Citigroup Joint Venture) December 2004 - February 2006
CitiStreet Advisors LLC November 2001 - December 2004
Education
University of Massachusetts Boston 1992 — 1996
Bachelor’s Degree, Social Psychology
Leadership Southcoast 2012 — 2012
Sylvia Financial February 2006 - Present
Voya Financial Advisors February 2006 - Present
CitiStreet Advisors LLC (A State Street Citigroup Joint Venture) December 2004 - February 2006
CitiStreet Advisors LLC November 2001 - December 2004
Education
University of Massachusetts Boston 1992 — 1996
Bachelor’s Degree, Social Psychology
Leadership Southcoast 2012 — 2012
Jon Hughes Jon Hughes's Voya Financial Advisors Experience January 2001 - Present
Job Looking for a challenging & rewarding job in the Pet Industry or Business World.
Industry Consumer Goods
Experience
Voya Financial Advisors January 2001 - Present
University of St. Thomas September 1990 - Present
Swheat Scoop Cat Litter July 2001 - June 2014
Rush City High School July 1984 - June 2000
Skills
Trade Shows, Leadership, Negotiation, Marketing, Retail, Budgets, Sales, Oral & Written..., Event Planning, Recruiting, Fundraising, Developing &..., Accounting, Customer Service, Hired, trained, and..., Budgeting, Developed & Managed Key..., Negotiations
Education
University of St. Thomas 1990 — 1992
Master of Science (M.S.), Athletic Administration & Physical Education
The University of North Dakota 1978 — 1982
Bachelor's degree, Business Teacher Education
Voya Financial Advisors January 2001 - Present
University of St. Thomas September 1990 - Present
Swheat Scoop Cat Litter July 2001 - June 2014
Rush City High School July 1984 - June 2000
Skills
Trade Shows, Leadership, Negotiation, Marketing, Retail, Budgets, Sales, Oral & Written..., Event Planning, Recruiting, Fundraising, Developing &..., Accounting, Customer Service, Hired, trained, and..., Budgeting, Developed & Managed Key..., Negotiations
Education
University of St. Thomas 1990 — 1992
Master of Science (M.S.), Athletic Administration & Physical Education
The University of North Dakota 1978 — 1982
Bachelor's degree, Business Teacher Education
Scott Satalino Scott Satalino's Voya Financial Advisors Experience September 2014 - Present
Job Regional Vice President at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors September 2014 - Present
ING Financial Partners January 2014 - September 2014
ING Financial Partners October 2010 - January 2014
ING Financial Partners June 2006 - October 2010
ING Financial Partners 2001 - 2006
ING Financial Partners 1998 - 2001
Education
Central Connecticut State University 1991 — 1994
Bachelor's degree, Accounting and Related Services
Voya Financial Advisors September 2014 - Present
ING Financial Partners January 2014 - September 2014
ING Financial Partners October 2010 - January 2014
ING Financial Partners June 2006 - October 2010
ING Financial Partners 2001 - 2006
ING Financial Partners 1998 - 2001
Education
Central Connecticut State University 1991 — 1994
Bachelor's degree, Accounting and Related Services
Brian Pulliam's Voya Financial Advisors Experience March 2009 - Present
Job Registered Representative at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors March 2009 - Present
ING Financial Partners March 2009 - August 2014
PrimeVest Financial Services October 2003 - December 2008
A.G. Edwards February 2000 - September 2003
Education
University of Missouri-Columbia
Master's degree
University of Missouri-Columbia 1977 — 1981
Bachelor's degree
Voya Financial Advisors March 2009 - Present
ING Financial Partners March 2009 - August 2014
PrimeVest Financial Services October 2003 - December 2008
A.G. Edwards February 2000 - September 2003
Education
University of Missouri-Columbia
Master's degree
University of Missouri-Columbia 1977 — 1981
Bachelor's degree
John (J.D.) Watson's Voya Financial Advisors Experience March 2012 - Present
Job Financial Advisor at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors March 2012 - Present
JPMorgan Chase August 2005 - February 2012
UBS 2003 - 2005
World Micro Components 2000 - 2003
Allied Holdings 1998 - 2000
Emory Healthcare 1996 - 1998
Red Roof Inns 1995 - 1996
Education
Miami University 1990 — 1995
Bachelor of Science (B.S.), Finance
Voya Financial Advisors March 2012 - Present
JPMorgan Chase August 2005 - February 2012
UBS 2003 - 2005
World Micro Components 2000 - 2003
Allied Holdings 1998 - 2000
Emory Healthcare 1996 - 1998
Red Roof Inns 1995 - 1996
Education
Miami University 1990 — 1995
Bachelor of Science (B.S.), Finance
Stephen Peiffer Stephen Peiffer's Voya Financial Advisors Experience Client Relationship ManagerING Financial PartnersSeptember 2005 - Present
Job
Industry Financial Services
Experience
Voya Financial Advisors Client Relationship ManagerING Financial PartnersSeptember 2005 - Present
Education
Temple University - Fox School of Business and Management
BBA, Finance, Risk Management & Insurance
The American College
Finance - CFP coursework
Voya Financial Advisors Client Relationship ManagerING Financial PartnersSeptember 2005 - Present
Education
Temple University - Fox School of Business and Management
BBA, Finance, Risk Management & Insurance
The American College
Finance - CFP coursework
Rodger Burskey - Voya Financial Advisors Rodger Burskey - Voya Financial Advisors's Voya Financial Advisors Experience April 2012 - Present
Job Registered Principal Voya Financial Advisors
Industry Financial Services
Experience
Chamber of Commerce July 2012 - Present
Voya Financial Advisors April 2012 - Present
Paychex 2012 - Present
Voya Financial November 2006 - Present
Ann Arbor Annuity Exchange/Allianz May 1997 - June 2006
MetLife February 1987 - June 1997
Skills
Financial Advisory, Life Insurance, Financial Planning, 401k Rollovers, Long Term Care Insurance, Investment Advisory, Marketing, Mutual Funds, Investment Strategies, Asset Allocation, Securities, Series 6, Investment Management, Series 7, Uniform Combined State..., Property & Casualty..., series 66, Series 24, Branch Management
Education
Oakland University 1989 — 1991
ChFC course work
Chamber of Commerce July 2012 - Present
Voya Financial Advisors April 2012 - Present
Paychex 2012 - Present
Voya Financial November 2006 - Present
Ann Arbor Annuity Exchange/Allianz May 1997 - June 2006
MetLife February 1987 - June 1997
Skills
Financial Advisory, Life Insurance, Financial Planning, 401k Rollovers, Long Term Care Insurance, Investment Advisory, Marketing, Mutual Funds, Investment Strategies, Asset Allocation, Securities, Series 6, Investment Management, Series 7, Uniform Combined State..., Property & Casualty..., series 66, Series 24, Branch Management
Education
Oakland University 1989 — 1991
ChFC course work
Michelle Glass, CRPC Michelle Glass, CRPC's Voya Financial Advisors Experience July 2007 - Present
Job Financial Adviser at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors July 2007 - Present
Education
Ohio University 1989 — 1993
Bachelor of Science (B.S.), Health/Health Care Administration/Management
Voya Financial Advisors July 2007 - Present
Education
Ohio University 1989 — 1993
Bachelor of Science (B.S.), Health/Health Care Administration/Management
Donna Kuhlman, LUTCF's Voya Financial Advisors Experience September 2014 - Present
Job Account Executive at Friedman Financial Services Inc/The Friedman Group
Industry Financial Services
Experience
Voya Financial Advisors September 2014 - Present
Friedman Financial Services Inc/The Friedman Group August 2008 - Present
ING Financial Partners August 2008 - August 2014
Edward Jones June 2007 - May 2008
Richardson Motors November 2004 - May 2007
Richardson Motors July 2002 - November 2004
Victory Ford June 2000 - July 2002
Education
The American College 2011 — 2012
LUTCF
Guttenberg High School 1996 — 1999
Diploma
Voya Financial Advisors September 2014 - Present
Friedman Financial Services Inc/The Friedman Group August 2008 - Present
ING Financial Partners August 2008 - August 2014
Edward Jones June 2007 - May 2008
Richardson Motors November 2004 - May 2007
Richardson Motors July 2002 - November 2004
Victory Ford June 2000 - July 2002
Education
The American College 2011 — 2012
LUTCF
Guttenberg High School 1996 — 1999
Diploma
Kevin Dolan Kevin Dolan's Voya Financial Advisors Experience July 1993 - Present
Job Investment Advisor Representative at VOYA Financial Advisors
Industry Financial Services
Experience
Hawkeye Sports Properties, a property of Learfield Sports 2004 - Present
VOYA Financial Advisors July 1993 - Present
Education
University of Iowa - Henry B. Tippie College of Business 1991 — 1993
MBA
Hawkeye Sports Properties, a property of Learfield Sports 2004 - Present
VOYA Financial Advisors July 1993 - Present
Education
University of Iowa - Henry B. Tippie College of Business 1991 — 1993
MBA
Robert Spierdowis, CFP® Robert Spierdowis, CFP®'s Voya Financial Advisors Experience July 2012 - Present
Job Sales Manager at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors July 2012 - Present
Massachusetts Air National Guard November 2010 - Present
Merrill Edge July 2011 - June 2012
Charles Schwab February 2010 - July 2011
Banc of America Investments October 2005 - March 2009
Morgan Stanley October 2004 - October 2005
AmSouth Bank June 2003 - October 2004
Charles Schwab July 1993 - December 2002
United States Marine Corps 1984 - 1997
Scudder Investments September 1990 - July 1993
Education
University of Massachusetts, Amherst 1980 — 1984
BA, Economics
Voya Financial Advisors July 2012 - Present
Massachusetts Air National Guard November 2010 - Present
Merrill Edge July 2011 - June 2012
Charles Schwab February 2010 - July 2011
Banc of America Investments October 2005 - March 2009
Morgan Stanley October 2004 - October 2005
AmSouth Bank June 2003 - October 2004
Charles Schwab July 1993 - December 2002
United States Marine Corps 1984 - 1997
Scudder Investments September 1990 - July 1993
Education
University of Massachusetts, Amherst 1980 — 1984
BA, Economics
Kent Dolenc Kent Dolenc's Voya Financial Advisors Experience May 2011 - Present
Job
Industry Financial Services
Experience
Voya Financial Advisors May 2011 - Present
AXA Advisors, Inc. February 2007 - May 2011
Allow Card of Illinois March 2005 - February 2007
CIBER, Inc. 1996 - 2005
Metal Decor May 1990 - May 1996
Education
Southern Illinois University, Edwardsville 1979 — 1983
Management & Marketing
Voya Financial Advisors May 2011 - Present
AXA Advisors, Inc. February 2007 - May 2011
Allow Card of Illinois March 2005 - February 2007
CIBER, Inc. 1996 - 2005
Metal Decor May 1990 - May 1996
Education
Southern Illinois University, Edwardsville 1979 — 1983
Management & Marketing
John Kornaga John Kornaga's Voya Financial Advisors Experience April 2014 - Present
Job Investment Professional at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors April 2014 - Present
University of Pittsburgh April 2011 - May 2014
Liberty Mutual Insurance June 2013 - January 2014
Nest Home Decor May 2013 - August 2013
ING Financial Partners April 2012 - December 2012
Education
University of Pittsburgh 2010 — 2014
Bachelor of Science in Business Administration, Finance
Phoenixville Area High School 2006 — 2010
Voya Financial Advisors April 2014 - Present
University of Pittsburgh April 2011 - May 2014
Liberty Mutual Insurance June 2013 - January 2014
Nest Home Decor May 2013 - August 2013
ING Financial Partners April 2012 - December 2012
Education
University of Pittsburgh 2010 — 2014
Bachelor of Science in Business Administration, Finance
Phoenixville Area High School 2006 — 2010
Lauryn Harbour Lauryn Harbour's Voya Financial Advisors Experience September 2006 - Present
Job Registered Principal at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors September 2006 - Present
ING Financial Partners January 2003 - September 2006
Skills
Series 24, Series 7, Series 63
Education
University of South Carolina-Columbia
Bachelor of Science, Finance & Management
Voya Financial Advisors September 2006 - Present
ING Financial Partners January 2003 - September 2006
Skills
Series 24, Series 7, Series 63
Education
University of South Carolina-Columbia
Bachelor of Science, Finance & Management
Spencer Metcalf, CFP® Spencer Metcalf, CFP®'s Voya Financial Advisors Experience September 2014 - Present
Job Financial Advisor at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors September 2014 - Present
ING Financial Partners July 2006 - August 2014
Education
University of South Carolina Upstate 2004 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Florida State University 2010 — 2011
Certificate of Financial Planning, Financial Planning and Services
Strayer University-South Carolina 2007 — 2009
Master of Business Administration (MBA), Finance, General
Easley High School 1999 — 2003
Voya Financial Advisors September 2014 - Present
ING Financial Partners July 2006 - August 2014
Education
University of South Carolina Upstate 2004 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Florida State University 2010 — 2011
Certificate of Financial Planning, Financial Planning and Services
Strayer University-South Carolina 2007 — 2009
Master of Business Administration (MBA), Finance, General
Easley High School 1999 — 2003
Mary Beth Phang's Voya Financial Advisors Experience March 2013 - Present
Job Recruiter for Financial Advisors at Voya Financial Advisors in Boca Raton, FL
Industry Staffing and Recruiting
Experience
Voya Financial Advisors March 2013 - Present
Image Alliance September 2012 - March 2013
Red Planet Graphics February 2011 - September 2012
www.shoptoearn.net/marybethphang June 2009 - June 2011
Florida Staffing Solutions LLC November 2010 - December 2010
10 Minute Manicure April 2007 - December 2008
Comcast Cable February 2003 - March 2007
Remedy Intelligent Staffing April 2001 - November 2002
Eden Staffing Services June 2000 - April 2001
Skills
Employee Relations, Applicant Tracking..., Talent Acquisition, Onboarding, Recruiting, Human Resources, Internet Recruiting, College Recruiting, Benefits Administration, Temporary Placement, Sourcing, Employee Benefits, Talent Management, Technical Recruiting, Temporary Staffing, Performance Management, Hiring, New Hire Orientations, Deferred Compensation, Job Fairs, Screening, Time Management, Workforce Planning, Succession Planning, Cold Calling, Networking, Interviews, Management, Policy, HRIS, Employment Law, HR Policies, Budgets, Payroll, Staffing Services, Administration
Education
Johnson & Wales University
Associates, Hotel/Restaurant Management
St. Timothy's School
Voya Financial Advisors March 2013 - Present
Image Alliance September 2012 - March 2013
Red Planet Graphics February 2011 - September 2012
www.shoptoearn.net/marybethphang June 2009 - June 2011
Florida Staffing Solutions LLC November 2010 - December 2010
10 Minute Manicure April 2007 - December 2008
Comcast Cable February 2003 - March 2007
Remedy Intelligent Staffing April 2001 - November 2002
Eden Staffing Services June 2000 - April 2001
Skills
Employee Relations, Applicant Tracking..., Talent Acquisition, Onboarding, Recruiting, Human Resources, Internet Recruiting, College Recruiting, Benefits Administration, Temporary Placement, Sourcing, Employee Benefits, Talent Management, Technical Recruiting, Temporary Staffing, Performance Management, Hiring, New Hire Orientations, Deferred Compensation, Job Fairs, Screening, Time Management, Workforce Planning, Succession Planning, Cold Calling, Networking, Interviews, Management, Policy, HRIS, Employment Law, HR Policies, Budgets, Payroll, Staffing Services, Administration
Education
Johnson & Wales University
Associates, Hotel/Restaurant Management
St. Timothy's School
Arin MacQueen Arin MacQueen's Voya Financial Advisors Experience October 2014 - Present
Job Investment Advisor Representative at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors October 2014 - Present
Premier Wealth Management Group May 2010 - September 2014
Seymour & Associates 2006 - May 2010
Education
The Ohio State University 2002 — 2006
Voya Financial Advisors October 2014 - Present
Premier Wealth Management Group May 2010 - September 2014
Seymour & Associates 2006 - May 2010
Education
The Ohio State University 2002 — 2006
Gladys Salguero Gladys Salguero's Voya Financial Advisors Experience September 2014 - Present
Job Supervision Consultant at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors September 2014 - Present
ING Financial Partners January 2014 - September 2014
ING Financial Advisers, LLC May 1999 - December 2013
KatEm Fabrics September 1998 - March 1999
Education
Fashion Institute of Design & Merchandising 1987 — 1989
Voya Financial Advisors September 2014 - Present
ING Financial Partners January 2014 - September 2014
ING Financial Advisers, LLC May 1999 - December 2013
KatEm Fabrics September 1998 - March 1999
Education
Fashion Institute of Design & Merchandising 1987 — 1989
Brandon Hays Brandon Hays's Voya Financial Advisors Experience July 2014 - Present
Job Registered Representative at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors July 2014 - Present
Farmers Insurance October 2010 - April 2014
BigFunMall September 2007 - March 2011
Decision One Mortgage 2004 - 2007
Education
Frankfurt International 1978 — 1981
Curtis senior high
Montana State University-Bozeman
Bachelors, Business
Voya Financial Advisors July 2014 - Present
Farmers Insurance October 2010 - April 2014
BigFunMall September 2007 - March 2011
Decision One Mortgage 2004 - 2007
Education
Frankfurt International 1978 — 1981
Curtis senior high
Montana State University-Bozeman
Bachelors, Business
Bill McSherry Bill McSherry's Voya Financial Advisors Experience January 2001 - Present
Job Partner at Lionheart Financial Ltd
Industry Financial Services
Experience
Voya Financial Advisors January 2001 - Present
Panduit Corp June 1975 - July 2001
Panduit Corp June 1967 - June 1975
Education
Loyola University Chicago 1968 — 1971
MBA, Marketing
University of Dayton 1963 — 1967
BSME, Mechanical Engineering
Voya Financial Advisors January 2001 - Present
Panduit Corp June 1975 - July 2001
Panduit Corp June 1967 - June 1975
Education
Loyola University Chicago 1968 — 1971
MBA, Marketing
University of Dayton 1963 — 1967
BSME, Mechanical Engineering
Steve Choquette, CFP®'s Voya Financial Advisors Experience September 2014 - Present
Job Investment Advisor Representative at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors September 2014 - Present
Voya Financial Advisors/Jacobs Financial Partners,LLC November 2013 - September 2014
New England Financial October 2010 - November 2013
John Hancock Financial Network March 2008 - October 2010
Education
Bentley University 1975 — 1979
BS, Accounting
Voya Financial Advisors September 2014 - Present
Voya Financial Advisors/Jacobs Financial Partners,LLC November 2013 - September 2014
New England Financial October 2010 - November 2013
John Hancock Financial Network March 2008 - October 2010
Education
Bentley University 1975 — 1979
BS, Accounting
Jon Powderly Jon Powderly's Voya Financial Advisors Experience November 2011 - Present
Job Voya Financial
Industry Financial Services
Experience
Voya Financial Advisors November 2011 - Present
Fidelity Investments January 2006 - October 2010
Fidelity Investments January 2003 - December 2005
Fidelity Investments June 2000 - December 2002
Fidelity Investments May 1999 - May 2000
Education
Bryant University 1995 — 1999
B.S., Marketing
City University London 1998 — 1998
Overseas Studies
Voya Financial Advisors November 2011 - Present
Fidelity Investments January 2006 - October 2010
Fidelity Investments January 2003 - December 2005
Fidelity Investments June 2000 - December 2002
Fidelity Investments May 1999 - May 2000
Education
Bryant University 1995 — 1999
B.S., Marketing
City University London 1998 — 1998
Overseas Studies
Steve Hutter, CRPC® Steve Hutter, CRPC®'s Voya Financial Advisors Experience August 2012 - Present
Job Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors August 2012 - Present
Bank of America Merrill Lynch June 2006 - August 2012
Fidelity Charitable Gift Fund August 2003 - February 2006
Putnam Investments August 2000 - August 2003
Education
Keene State College 1996 — 2000
BA, Political Science
Merrimack High School 1992 — 1996
Voya Financial Advisors August 2012 - Present
Bank of America Merrill Lynch June 2006 - August 2012
Fidelity Charitable Gift Fund August 2003 - February 2006
Putnam Investments August 2000 - August 2003
Education
Keene State College 1996 — 2000
BA, Political Science
Merrimack High School 1992 — 1996
Biff Adam Biff Adam's Voya Financial Advisors Experience January 2013 - Present
Job Registered Representitive at ING Financial Partners
Industry Financial Services
Experience
Eagle Financial Group, Inc. August 1984 - Present
VOYA Financial Advisors January 2013 - Present
Advisors Financial Group June 2010 - January 2013
Education
Houston Baptist University 1981 — 1983
cypress creek high school 1978 — 1981
Eagle Financial Group, Inc. August 1984 - Present
VOYA Financial Advisors January 2013 - Present
Advisors Financial Group June 2010 - January 2013
Education
Houston Baptist University 1981 — 1983
cypress creek high school 1978 — 1981
Jack Sloan, CFP®'s Voya Financial Advisors Experience August 1999 - Present
Job Investment Advisory Representative, Voya Financial Advisors. Tax Accountant & President, Sloan Financial Services, LLC
Industry Financial Services
Experience
Voya Financial Advisors August 1999 - Present
Tax Accountant, Sloan Financial Services, LLC 1986 - Present
American Cancer Society 1999 - Present
Jefferson Chamber of Commerce 1999 - Present
Skills
50 connections offered...
Education
College For Financial Planning 1989 — 1992
CFP®, Financial
Rummel High School 1971 — 1975
Honors Degree
University of New Orleans
B. S.
Voya Financial Advisors August 1999 - Present
Tax Accountant, Sloan Financial Services, LLC 1986 - Present
American Cancer Society 1999 - Present
Jefferson Chamber of Commerce 1999 - Present
Skills
50 connections offered...
Education
College For Financial Planning 1989 — 1992
CFP®, Financial
Rummel High School 1971 — 1975
Honors Degree
University of New Orleans
B. S.
Matt Boehnke Matt Boehnke's Voya Financial Advisors Experience September 2014 - Present
Job Investment Adviser Representative/Registered Principal at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors September 2014 - Present
ING Financial Partners December 2003 - September 2014
Skills
Investments, Retirement Planning
Education
University of Iowa 1985 — 1990
Adel-DeSoto High School
Adel-DeSoto High School
Voya Financial Advisors September 2014 - Present
ING Financial Partners December 2003 - September 2014
Skills
Investments, Retirement Planning
Education
University of Iowa 1985 — 1990
Adel-DeSoto High School
Adel-DeSoto High School
Jane Leonard Jane Leonard's Voya Financial Advisors Experience September 2015 - Present
Job Investment Professional at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors September 2015 - Present
MAGIS Financial Partners September 2014 - May 2015
BNY Mellon October 2012 - September 2014
Morgan Stanley Smith Barney May 2011 - April 2012
SECURET TRUST August 2007 - May 2011
Vanguard September 1996 - September 2002
Vanguard January 1989 - September 2002
Vanguard January 1989 - September 2002
Vanguard March 1994 - September 1996
Vanguard November 1989 - March 1994
Skills
Series 7, 529 Plans, Wealth Management, Retirement Planning
Education
Villanova University 1985 — 1987
Bachelor of Science (B.S.), Business Administration/Finance
Montgomery County Community College 1980 — 1984
Villanova University
Bachelor of Science, Business Administration; Accounting and Finance
Voya Financial Advisors September 2015 - Present
MAGIS Financial Partners September 2014 - May 2015
BNY Mellon October 2012 - September 2014
Morgan Stanley Smith Barney May 2011 - April 2012
SECURET TRUST August 2007 - May 2011
Vanguard September 1996 - September 2002
Vanguard January 1989 - September 2002
Vanguard January 1989 - September 2002
Vanguard March 1994 - September 1996
Vanguard November 1989 - March 1994
Skills
Series 7, 529 Plans, Wealth Management, Retirement Planning
Education
Villanova University 1985 — 1987
Bachelor of Science (B.S.), Business Administration/Finance
Montgomery County Community College 1980 — 1984
Villanova University
Bachelor of Science, Business Administration; Accounting and Finance
Robert C Miller Robert C Miller's Voya Financial Advisors Experience September 2014 - Present
Job Financial Advisor at VOYA
Industry Financial Services
Experience
VOYA Financial Advisors September 2014 - Present
ING Financial Partners April 2012 - Present
ING Financial Partners April 2012 - Present
VALIC 1996 - 2012
Skills
IRAs, 401k, Roth IRA, Retirement, 401k Rollovers, Insurance, Finance, Financial Goals, Financial Planning, Fixed Annuities, Investments, Life Insurance, Wealth Management, Customer Service
Education
Belleville West High School
Southern Illinois University, Edwardsville
Bachelor of Business Administration (BBA), Finance, General
VOYA Financial Advisors September 2014 - Present
ING Financial Partners April 2012 - Present
ING Financial Partners April 2012 - Present
VALIC 1996 - 2012
Skills
IRAs, 401k, Roth IRA, Retirement, 401k Rollovers, Insurance, Finance, Financial Goals, Financial Planning, Fixed Annuities, Investments, Life Insurance, Wealth Management, Customer Service
Education
Belleville West High School
Southern Illinois University, Edwardsville
Bachelor of Business Administration (BBA), Finance, General
Perry (Grant) Collins Perry (Grant) Collins's Voya Financial Advisors Experience January 2014 - September 2015
Job General handy man
Industry Financial Services
Experience
Voya Financial Advisors January 2014 - September 2015
AXA Advisors, LLC December 2010 - December 2013
The Cigar Box September 2008 - May 2012
ING Financial Partners September 2008 - December 2010
Coastal Carolina University September 2003 - September 2008
Education
University of South Carolina-Columbia 2000 — 2004
Master of Fine Arts, Creative Writing
University of South Carolina-Columbia 1996 — 2000
Bachelor's degree, English and Psychology
Thomas Sumter Academy 1990 — 1996
Voya Financial Advisors January 2014 - September 2015
AXA Advisors, LLC December 2010 - December 2013
The Cigar Box September 2008 - May 2012
ING Financial Partners September 2008 - December 2010
Coastal Carolina University September 2003 - September 2008
Education
University of South Carolina-Columbia 2000 — 2004
Master of Fine Arts, Creative Writing
University of South Carolina-Columbia 1996 — 2000
Bachelor's degree, English and Psychology
Thomas Sumter Academy 1990 — 1996
Cynthia A. Gettel Cynthia A. Gettel's Voya Financial Advisors Experience January 2001 - Present
Job Investment Advisor Representative at VOYA Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors January 2001 - Present
Education
Arizona State University
Bachelor of Arts
Voya Financial Advisors January 2001 - Present
Education
Arizona State University
Bachelor of Arts
Jonathan Spatz Jonathan Spatz's Voya Financial Advisors Experience December 2013 - Present
Job Financial Consultant
Industry Financial Services
Experience
VOYA Financial Advisors December 2013 - Present
WFG Investments, Inc. July 2005 - December 2013
Education
Appalachian State University 1995 — 1999
BS, Finance and Banking
VOYA Financial Advisors December 2013 - Present
WFG Investments, Inc. July 2005 - December 2013
Education
Appalachian State University 1995 — 1999
BS, Finance and Banking
Teresa Vondrak's Voya Financial Advisors Experience January 2014 - Present
Job Managing Director at ING Financial Partners
Industry Financial Services
Experience
Voya Financial Advisors January 2014 - Present
Education
Lake Erie College 2006 — 2008
BS, Business Administration
Lakeland Community College 2003 — 2006
Associates, Business Administration
Eastlake North 1980 — 1984
Voya Financial Advisors January 2014 - Present
Education
Lake Erie College 2006 — 2008
BS, Business Administration
Lakeland Community College 2003 — 2006
Associates, Business Administration
Eastlake North 1980 — 1984
Stephen Peer Stephen Peer's Voya Financial Advisors Experience 2010 - Present
Job Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors 2010 - Present
Charles Schwab 1999 - 2009
Education
State University of New York at Albany
BS, Business Administration/American History
Voya Financial Advisors 2010 - Present
Charles Schwab 1999 - 2009
Education
State University of New York at Albany
BS, Business Administration/American History
Sareena Panesar, MBA's Voya Financial Advisors Experience April 2014 - Present
Job Investment Advisor Reprsentative at Voya Financial Advisors
Industry Investment Management
Experience
Voya Financial Advisors April 2014 - Present
Morgan Stanley Smith Barney April 2011 - June 2012
Edward Jones August 2006 - April 2009
Washington Mutual February 2005 - June 2006
Skills
Investments, Securities, Equities, Customer Service, Fixed Income, Management Consulting, Investment Management, Strategic Financial..., ETFs, Microsoft Office, Financial Advisory, Series 7, Series 66, Life Insurance, Limited Lines Auto..., Financial Analysis, Portfolio Management, Business Strategy, Financial Services, Finance, FINRA, Financial Risk, Insurance, Financial Planning
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 2000 — 2002
Master of Business Administration (MBA), Finance and Marketing
University of California, Riverside 1994 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
Moreno Valley High School 1990 — 1994
Diploma, Honors student
Voya Financial Advisors April 2014 - Present
Morgan Stanley Smith Barney April 2011 - June 2012
Edward Jones August 2006 - April 2009
Washington Mutual February 2005 - June 2006
Skills
Investments, Securities, Equities, Customer Service, Fixed Income, Management Consulting, Investment Management, Strategic Financial..., ETFs, Microsoft Office, Financial Advisory, Series 7, Series 66, Life Insurance, Limited Lines Auto..., Financial Analysis, Portfolio Management, Business Strategy, Financial Services, Finance, FINRA, Financial Risk, Insurance, Financial Planning
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 2000 — 2002
Master of Business Administration (MBA), Finance and Marketing
University of California, Riverside 1994 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
Moreno Valley High School 1990 — 1994
Diploma, Honors student
John Allen,Jr. John Allen,Jr.'s Voya Financial Advisors Experience January 1999 - Present
Job Investment Adviser Representative of VOYA FINANCIAL ADVISORS
Industry Financial Services
Experience
VOYA FINANCIAL ADVISORS January 1999 - Present
Skills
Long Term Care Insurance
Education
St. Ambrose University 1965 — 1969
B.A., Political Science
VOYA FINANCIAL ADVISORS January 1999 - Present
Skills
Long Term Care Insurance
Education
St. Ambrose University 1965 — 1969
B.A., Political Science
Randy Bruns Randy Bruns's Voya Financial Advisors Experience December 2012 - Present
Job Trade Review Principal at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors December 2012 - Present
CUNA Brokerage Services Inc. August 2009 - December 2012
Principal Financial Group 2006 - 2009
CUNA Mutual Group 1999 - 2006
CUNA Brokerage Services Inc. 1993 - 1999
Minor League Baseball 1978 - 1986
Skills
Coaching, Life Insurance, Disability Insurance, Insurance, Long-term Care, Financial Advisory, Training, Finance, Fixed Annuities, Retirement, Retirement Planning, Financial Services, IRAs, Sales, Estate Planning, Employee Benefits
Education
The American College
CLU, Financial Services
The American College
ChFC, Financial Services
College for Financial Planning
CFP, Financial Planning
Luther College 1970 — 1974
BA, Education
Voya Financial Advisors December 2012 - Present
CUNA Brokerage Services Inc. August 2009 - December 2012
Principal Financial Group 2006 - 2009
CUNA Mutual Group 1999 - 2006
CUNA Brokerage Services Inc. 1993 - 1999
Minor League Baseball 1978 - 1986
Skills
Coaching, Life Insurance, Disability Insurance, Insurance, Long-term Care, Financial Advisory, Training, Finance, Fixed Annuities, Retirement, Retirement Planning, Financial Services, IRAs, Sales, Estate Planning, Employee Benefits
Education
The American College
CLU, Financial Services
The American College
ChFC, Financial Services
College for Financial Planning
CFP, Financial Planning
Luther College 1970 — 1974
BA, Education
Brent Kizer's Voya Financial Advisors Experience January 2000 - Present
Job
Industry Financial Services
Experience
Kizer & Associates June 2012 - Present
MacMurray College, Jacksonville, Illinois 2005 - Present
Voya Financial Advisors January 2000 - Present
Daniels Service Parts Co. May 1978 - August 2000
Education
Keller Graduate School of Management of DeVry University 1990 — 1993
MBA, Economics & Finance
MacMurray College 1973 — 1977
B.S., Economics/Business
Prospect High School 1972 — 1973
High School
Westlake High School 1969 — 1972
Kizer & Associates June 2012 - Present
MacMurray College, Jacksonville, Illinois 2005 - Present
Voya Financial Advisors January 2000 - Present
Daniels Service Parts Co. May 1978 - August 2000
Education
Keller Graduate School of Management of DeVry University 1990 — 1993
MBA, Economics & Finance
MacMurray College 1973 — 1977
B.S., Economics/Business
Prospect High School 1972 — 1973
High School
Westlake High School 1969 — 1972
Lisa Hugunin's Voya Financial Advisors Experience October 2014 - Present
Job Registered Representative at Voya Financial Advisors
Industry Insurance
Experience
Voya Financial Advisors October 2014 - Present
Mark Hugunin Agency March 2012 - Present
Hy-Vee March 2011 - March 2012
Hy-Vee February 2010 - March 2011
Hy Vee December 2003 - December 2009
Cumulus Broadcasting September 2008 - December 2008
Education
University of Missouri-Columbia 2007 — 2009
Communication, Interpersonal Communication
Longview Community College 2005 — 2007
Associates of Arts Degree, General Studies
Voya Financial Advisors October 2014 - Present
Mark Hugunin Agency March 2012 - Present
Hy-Vee March 2011 - March 2012
Hy-Vee February 2010 - March 2011
Hy Vee December 2003 - December 2009
Cumulus Broadcasting September 2008 - December 2008
Education
University of Missouri-Columbia 2007 — 2009
Communication, Interpersonal Communication
Longview Community College 2005 — 2007
Associates of Arts Degree, General Studies
Nick Blattner's Voya Financial Advisors Experience March 2010 - Present
Job Financial Advisor and Director of Client Services at Martin Haugh Financial
Industry Financial Services
Experience
Martin Haugh Financial March 2015 - Present
Voya Financial Advisors March 2010 - Present
Beech Creek Financial Group March 2010 - March 2015
Fullerton & Company Insurance September 2007 - September 2009
Education
University of Oregon 2003 — 2007
University of Oregon - Charles H. Lundquist College of Business 2003 — 2007
B.S., Business Administration and Economics
Martin Haugh Financial March 2015 - Present
Voya Financial Advisors March 2010 - Present
Beech Creek Financial Group March 2010 - March 2015
Fullerton & Company Insurance September 2007 - September 2009
Education
University of Oregon 2003 — 2007
University of Oregon - Charles H. Lundquist College of Business 2003 — 2007
B.S., Business Administration and Economics
Michael N Grossman,CFP®'s Voya Financial Advisors Experience September 2014 - Present
Job Investment Adviser Representative
Industry Financial Services
Experience
Voya Financial Advisors September 2014 - Present
ING Financial Partners December 2007 - July 2014
InterSecurities, Inc. January 1996 - December 2007
Education
Plymouth Whitemarsh High School 1976 — 1979
University of South Florida 1981 — 1984
BS, Business, Management, Marketing, and Related Support Services
Montgomery County Community College 1979 — 1981
Accounting and Finance
Voya Financial Advisors September 2014 - Present
ING Financial Partners December 2007 - July 2014
InterSecurities, Inc. January 1996 - December 2007
Education
Plymouth Whitemarsh High School 1976 — 1979
University of South Florida 1981 — 1984
BS, Business, Management, Marketing, and Related Support Services
Montgomery County Community College 1979 — 1981
Accounting and Finance
Daniel S. Miller, CFP®'s Voya Financial Advisors Experience 2004 - 2014
Job President at Miller Financial Group
Industry Financial Services
Experience
Miller Financial Group April 2004 - Present
VOYA Financial Advisors 2004 - 2014
Houghton State Bank April 1999 - March 2004
Farmers State Bank of Northern Missouri April 1993 - March 1999
Education
College for Financial Planning: CFP® Certification Curiculum
Dale Carnegie Training
Kansas State University
Bachelors of Science
Kansas State University
Missouri School of Banking
Miller Financial Group April 2004 - Present
VOYA Financial Advisors 2004 - 2014
Houghton State Bank April 1999 - March 2004
Farmers State Bank of Northern Missouri April 1993 - March 1999
Education
College for Financial Planning: CFP® Certification Curiculum
Dale Carnegie Training
Kansas State University
Bachelors of Science
Kansas State University
Missouri School of Banking
Osayuki Uwumarogie's Voya Financial Advisors Experience March 2014 - June 2014
Job Agribusiness Major and Aspiring Accountant
Industry Accounting
Experience
Bunge June 2015 - August 2015
University of Illinois at Urbana-Champaign May 2015 - May 2015
USG June 2014 - August 2014
Cargill June 2014 - June 2014
Voya Financial Advisors March 2014 - June 2014
Cargill January 2014 - January 2014
Folletts Bookstore October 2012 - May 2013
America Reads/America Counts September 2012 - May 2013
Skills
Financial Accounting, Business Analysis, Communication, Economics, Agribusiness, Financial Planning, Accounting, Business Strategy, Microsoft Excel, Customer Service, Public Speaking, Writing, Mentoring
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Bachelor's Degree, Agricultural and Consumer Economics
Bunge June 2015 - August 2015
University of Illinois at Urbana-Champaign May 2015 - May 2015
USG June 2014 - August 2014
Cargill June 2014 - June 2014
Voya Financial Advisors March 2014 - June 2014
Cargill January 2014 - January 2014
Folletts Bookstore October 2012 - May 2013
America Reads/America Counts September 2012 - May 2013
Skills
Financial Accounting, Business Analysis, Communication, Economics, Agribusiness, Financial Planning, Accounting, Business Strategy, Microsoft Excel, Customer Service, Public Speaking, Writing, Mentoring
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Bachelor's Degree, Agricultural and Consumer Economics
Brenner Heintz, CFP®'s Voya Financial Advisors Experience October 2010 - Present
Job Investment Advisor Representative at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors October 2010 - Present
Laird Norton Company June 2009 - June 2011
Bovitz Research Group February 2008 - March 2010
University of Southern California 2007 - 2008
Education
University of Southern California 2004 — 2008
The American College of Financial Services 2011 — 2013
Financial Planning and Services
Voya Financial Advisors October 2010 - Present
Laird Norton Company June 2009 - June 2011
Bovitz Research Group February 2008 - March 2010
University of Southern California 2007 - 2008
Education
University of Southern California 2004 — 2008
The American College of Financial Services 2011 — 2013
Financial Planning and Services
Kien Pham Kien Pham's Voya Financial Advisors Experience August 2014 - Present
Job NonRegistered Associated Person of Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors August 2014 - Present
Asia Commercial Bank October 2006 - April 2009
Potential Vietnam Co., Ltd. June 2005 - August 2006
Education
Mount Mercy University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Kirkwood Community College 2009 — 2011
Associate of Arts (AA), Banking and Finance
University of Economics Ho Chi Minh City 2002 — 2006
Bachelor of Arts (B.A.), Business/Commerce, General
Voya Financial Advisors August 2014 - Present
Asia Commercial Bank October 2006 - April 2009
Potential Vietnam Co., Ltd. June 2005 - August 2006
Education
Mount Mercy University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Kirkwood Community College 2009 — 2011
Associate of Arts (AA), Banking and Finance
University of Economics Ho Chi Minh City 2002 — 2006
Bachelor of Arts (B.A.), Business/Commerce, General
Lyndsey Berry Lyndsey Berry's Voya Financial Advisors Experience January 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
Voya Financial Advisors January 2013 - Present
Penn State University August 2008 - May 2012
Education
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Actuarial Science
Voya Financial Advisors January 2013 - Present
Penn State University August 2008 - May 2012
Education
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Actuarial Science
Julie Rodriguez Julie Rodriguez's Voya Financial Advisors Experience October 2011 - Present
Job CEO and Founder at Family First Financial Services, Inc
Industry Financial Services
Experience
Family First Financial Services, Inc March 2015 - Present
Voya Financial Advisors October 2011 - Present
ING October 2011 - September 2014
Chicago Public Schools January 2011 - April 2013
Chicago Public Schools September 2007 - December 2010
Richards High School August 2006 - May 2007
Education
University of Illinois at Chicago 2008 — 2009
Master of Education, Leadership Studies/ESL Mathematics
Northwestern University 2002 — 2006
Bachelor of Science, Mathematics Secondary Education
Marian Catholic High School 1998 — 2002
Family First Financial Services, Inc March 2015 - Present
Voya Financial Advisors October 2011 - Present
ING October 2011 - September 2014
Chicago Public Schools January 2011 - April 2013
Chicago Public Schools September 2007 - December 2010
Richards High School August 2006 - May 2007
Education
University of Illinois at Chicago 2008 — 2009
Master of Education, Leadership Studies/ESL Mathematics
Northwestern University 2002 — 2006
Bachelor of Science, Mathematics Secondary Education
Marian Catholic High School 1998 — 2002
Kasi Boyles Kasi Boyles's Voya Financial Advisors Experience April 2014 - Present
Job Regional Vice President at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors April 2014 - Present
ING Financial Partners September 2011 - March 2014
ING Financial Partners July 2010 - September 2011
ING Financial Advisors December 2006 - July 2010
Wachovia Securities Financial Network August 2005 - December 2006
Pinellas County Schools July 2002 - June 2005
Education
University of South Florida 1999 — 2002
Bachelor's, Education
Salisbury University 1997 — 1999
Education
Washington High School 1994 — 1997
Voya Financial Advisors April 2014 - Present
ING Financial Partners September 2011 - March 2014
ING Financial Partners July 2010 - September 2011
ING Financial Advisors December 2006 - July 2010
Wachovia Securities Financial Network August 2005 - December 2006
Pinellas County Schools July 2002 - June 2005
Education
University of South Florida 1999 — 2002
Bachelor's, Education
Salisbury University 1997 — 1999
Education
Washington High School 1994 — 1997
John Roesch John Roesch's Voya Financial Advisors Experience May 2001 - Present
Job Investment Advisor Representative at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors May 2001 - Present
Education
The Ohio State University 1979 — 1983
Bachelor's degree, Education
Voya Financial Advisors May 2001 - Present
Education
The Ohio State University 1979 — 1983
Bachelor's degree, Education
Cyndee K Kahn, CRPC®, MBA's Voya Financial Advisors Experience May 2014 - Present
Job Chartered Retirement Planning CounselorSM
Industry Financial Services
Experience
Voya Financial Advisors May 2014 - Present
Kahn Financial Planning March 2007 - Present
NWF Advisory April 2009 - May 2014
Taproot Foundation August 2010 - February 2011
TCW Group January 2004 - February 2007
TCW Group January 1998 - January 2004
TCW Group September 1991 - January 1998
Investment Management Group January 1984 - January 1991
Skills
Financial Planning, Series 65, Estate Planning, Asset Allocation, 401k, Investment Advisory, Series 63, Retirement, Wealth Management, Alternative Investments, Fixed Income, Investment Management, Insurance, Risk Management, Private Equity, Employee Benefits, Hedge Funds, Long-term Care, Portfolio Management, Series 7, Financial Advisory, Life Insurance, Asset Management, Mutual Funds, Equities, Strategy, Securities, Finance, Strategic Financial..., Investment Strategies, Financial Services, Retirement Planning, Investments
Education
University of California, Los Angeles 2006 — 2009
PFP, Personal Financial Planning
Pepperdine University 1977 — 1979
MBA
University of California Los Angeles 1967 — 1971
BA, Art History
Voya Financial Advisors May 2014 - Present
Kahn Financial Planning March 2007 - Present
NWF Advisory April 2009 - May 2014
Taproot Foundation August 2010 - February 2011
TCW Group January 2004 - February 2007
TCW Group January 1998 - January 2004
TCW Group September 1991 - January 1998
Investment Management Group January 1984 - January 1991
Skills
Financial Planning, Series 65, Estate Planning, Asset Allocation, 401k, Investment Advisory, Series 63, Retirement, Wealth Management, Alternative Investments, Fixed Income, Investment Management, Insurance, Risk Management, Private Equity, Employee Benefits, Hedge Funds, Long-term Care, Portfolio Management, Series 7, Financial Advisory, Life Insurance, Asset Management, Mutual Funds, Equities, Strategy, Securities, Finance, Strategic Financial..., Investment Strategies, Financial Services, Retirement Planning, Investments
Education
University of California, Los Angeles 2006 — 2009
PFP, Personal Financial Planning
Pepperdine University 1977 — 1979
MBA
University of California Los Angeles 1967 — 1971
BA, Art History
Julie Kurland Julie Kurland's Voya Financial Advisors Experience 2013 - Present
Job Investment Adviser Representative at Voya Financial
Industry Financial Services
Experience
Voya Financial Advisors 2013 - Present
Merck 2003 - 2014
Boston Scientific 1994 - 1999
Education
The Ohio State University Fisher College of Business 1992 — 1994
Master of Business Administration (MBA), Finance and Financial Management Services
The University of Kansas 1985 — 1989
Bachelor of Business Administration (B.B.A.)
Voya Financial Advisors 2013 - Present
Merck 2003 - 2014
Boston Scientific 1994 - 1999
Education
The Ohio State University Fisher College of Business 1992 — 1994
Master of Business Administration (MBA), Finance and Financial Management Services
The University of Kansas 1985 — 1989
Bachelor of Business Administration (B.B.A.)
Justin Diesbourg Justin Diesbourg's Voya Financial Advisors Experience September 2014 - Present
Job Financial Advisor at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors September 2014 - Present
Comerica Bank August 2013 - September 2014
Intouch Credit Union April 2012 - August 2013
TCF Bank October 2011 - April 2012
Target September 2009 - October 2011
University of Michigan ICPSR April 2008 - September 2008
Comcast Cable June 2007 - August 2007
Education
University of Michigan-Flint 2009 — 2013
Bachelor's Degree, Finance, General
University of Michigan 2006 — 2009
Lake Orion High School 2002 — 2006
Voya Financial Advisors September 2014 - Present
Comerica Bank August 2013 - September 2014
Intouch Credit Union April 2012 - August 2013
TCF Bank October 2011 - April 2012
Target September 2009 - October 2011
University of Michigan ICPSR April 2008 - September 2008
Comcast Cable June 2007 - August 2007
Education
University of Michigan-Flint 2009 — 2013
Bachelor's Degree, Finance, General
University of Michigan 2006 — 2009
Lake Orion High School 2002 — 2006
Frank Booth, CRPS Frank Booth, CRPS's Voya Financial Advisors Experience February 2015 - Present
Job Finncial Advisor ar Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors February 2015 - Present
VALIC June 2009 - February 2015
ING Wealth Management April 2006 - June 2009
Travelers Life & Annuity (MetLife) April 2004 - April 2006
Travelers Life & Annuity January 2000 - April 2004
Smith Barney January 1998 - January 2000
Education
University of Pennsylvania 1984 — 1988
Bachelor of Arts
Hotchkiss School 1981 — 1984
Class of 1984
Indian Mountain
Voya Financial Advisors February 2015 - Present
VALIC June 2009 - February 2015
ING Wealth Management April 2006 - June 2009
Travelers Life & Annuity (MetLife) April 2004 - April 2006
Travelers Life & Annuity January 2000 - April 2004
Smith Barney January 1998 - January 2000
Education
University of Pennsylvania 1984 — 1988
Bachelor of Arts
Hotchkiss School 1981 — 1984
Class of 1984
Indian Mountain
Elizabeth Shamir, CFA, CFP® Elizabeth Shamir, CFA, CFP®'s Voya Financial Advisors Experience January 2012 - Present
Job Investment Adviser Represenative
Industry Financial Services
Experience
Voya Financial Advisors January 2012 - Present
First Financial Group / MassMutual October 2005 - December 2011
Education
Columbia University - Columbia Business School
MBA
Cornell University
Voya Financial Advisors January 2012 - Present
First Financial Group / MassMutual October 2005 - December 2011
Education
Columbia University - Columbia Business School
MBA
Cornell University
Daniel Steele's Voya Financial Advisors Experience July 2009 - Present
Job Financial Advisor at Carolinas Wealth Management
Industry Financial Services
Experience
Voya Financial Advisors July 2009 - Present
Education
Clemson University - College of Business and Behavioral Science 2005 — 2009
Corporate Finance
Voya Financial Advisors July 2009 - Present
Education
Clemson University - College of Business and Behavioral Science 2005 — 2009
Corporate Finance
Stacey Osborne Stacey Osborne's Voya Financial Advisors Experience September 2014 - Present
Job Financial Planner at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors September 2014 - Present
Education
George Mason University
Bachelor of Science (BS), Marketing, Financial
Voya Financial Advisors September 2014 - Present
Education
George Mason University
Bachelor of Science (BS), Marketing, Financial
Timothy Benner Timothy Benner's Voya Financial Advisors Experience September 2014 - Present
Job Investment Adviser Representative at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors September 2014 - Present
ING Financial Partners January 2000 - September 2014
Keystone Filler Golf League 2012 - 2012
MetLife August 1995 - October 1999
Claster's Building Materials January 1986 - June 1995
Skills
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Education
Penn State University 1980 — 1984
Bachelor of Arts (B.A.), Labor and Industrial Relations
Lewistown Area High School 1976 — 1980
Voya Financial Advisors September 2014 - Present
ING Financial Partners January 2000 - September 2014
Keystone Filler Golf League 2012 - 2012
MetLife August 1995 - October 1999
Claster's Building Materials January 1986 - June 1995
Skills
Thanks for posting, but...
Education
Penn State University 1980 — 1984
Bachelor of Arts (B.A.), Labor and Industrial Relations
Lewistown Area High School 1976 — 1980
John Gaglioti John Gaglioti's Voya Financial Advisors Experience January 2015 - Present
Job Sales Manager, Voya Financial
Industry Financial Services
Experience
Voya Financial Advisors January 2015 - Present
Fidelity Investments December 2011 - January 2015
ING Financial Partners March 2010 - December 2011
MetLife January 2006 - December 2008
Travelers Life and Annuity September 2004 - December 2005
Travelers Life and Annuity May 2000 - September 2004
People's Bank 1995 - 2000
Education
Central Connecticut State University
B.S, Finance
Voya Financial Advisors January 2015 - Present
Fidelity Investments December 2011 - January 2015
ING Financial Partners March 2010 - December 2011
MetLife January 2006 - December 2008
Travelers Life and Annuity September 2004 - December 2005
Travelers Life and Annuity May 2000 - September 2004
People's Bank 1995 - 2000
Education
Central Connecticut State University
B.S, Finance
Bruce Rathkamp Bruce Rathkamp's Voya Financial Advisors Experience 2014 - Present
Job Financial Advisor at Rathkamp Financial
Industry Financial Services
Experience
Rathkamp Financial 1980 - Present
Voya Financial Advisors 2014 - Present
Education
The Ohio State University 1972 — 1973
Bachelor of Business Administration (B.B.A.), Economics, Economic Geography, Junior and Senior Status
University of Cincinnati 1970 — 1971
Business Administration
Cornell University 1979 — 1980
Hotel/Motel Administration/Management, Freshman
Rathkamp Financial 1980 - Present
Voya Financial Advisors 2014 - Present
Education
The Ohio State University 1972 — 1973
Bachelor of Business Administration (B.B.A.), Economics, Economic Geography, Junior and Senior Status
University of Cincinnati 1970 — 1971
Business Administration
Cornell University 1979 — 1980
Hotel/Motel Administration/Management, Freshman
John Barry, RFC John Barry, RFC's Voya Financial Advisors Experience September 2000 - Present
Job President at Barry Financial Advisors
Industry Financial Services
Experience
Barry Financial Advisors January 2000 - Present
Voya Financial Advisors September 2000 - Present
Aflac September 2011 - Present
Norwood Fire Fighters, I.A.F.F. Local 1631 February 1982 - July 2011
Norwood FireFighters I.A.F.F. Local 1631 June 1982 - January 1991
Education
Suffolk University 2002 — 2006
BS, Government
Xaverian 1974 — 1977
H.S.
Barry Financial Advisors January 2000 - Present
Voya Financial Advisors September 2000 - Present
Aflac September 2011 - Present
Norwood Fire Fighters, I.A.F.F. Local 1631 February 1982 - July 2011
Norwood FireFighters I.A.F.F. Local 1631 June 1982 - January 1991
Education
Suffolk University 2002 — 2006
BS, Government
Xaverian 1974 — 1977
H.S.
ANDREW RUCKSTAETTER ANDREW RUCKSTAETTER's Voya Financial Advisors Experience April 2014 - Present
Job Sales Manager/CoOwner at Chicago Financial Brokers Inc.
Industry Financial Services
Experience
Voya Financial Advisors April 2014 - Present
Chicago Financial Brokers Inc. January 2010 - Present
Stericycle May 2009 - April 2012
Water Tower Financial Partners November 2006 - April 2009
Skills
Leadership, Management, Sales, Recruiting, Cold Calling, Sales Management, Account Management, Sales Process, Insurance, Sales Operations, Direct Sales, Marketing, Time Management, Training
Education
Principia College 2002 — 2006
Bachelor of Arts (BA), Sports Management
Principia College
Voya Financial Advisors April 2014 - Present
Chicago Financial Brokers Inc. January 2010 - Present
Stericycle May 2009 - April 2012
Water Tower Financial Partners November 2006 - April 2009
Skills
Leadership, Management, Sales, Recruiting, Cold Calling, Sales Management, Account Management, Sales Process, Insurance, Sales Operations, Direct Sales, Marketing, Time Management, Training
Education
Principia College 2002 — 2006
Bachelor of Arts (BA), Sports Management
Principia College
Adam G. O'Hare, CRPC® Adam G. O'Hare, CRPC®'s Voya Financial Advisors Experience July 2008 - Present
Job Investment Advisor Representative
Industry Financial Services
Experience
Voya Financial Advisors July 2008 - Present
Ameriprise Financial February 2006 - July 2008
Trenwith Securities, LLC April 2005 - February 2006
Seidman Private Securities, LLC August 2003 - September 2004
BDO USA, LLP January 2002 - August 2003
Education
Arizona State University 1998 — 2001
Bachelor of Science, Finance
Voya Financial Advisors July 2008 - Present
Ameriprise Financial February 2006 - July 2008
Trenwith Securities, LLC April 2005 - February 2006
Seidman Private Securities, LLC August 2003 - September 2004
BDO USA, LLP January 2002 - August 2003
Education
Arizona State University 1998 — 2001
Bachelor of Science, Finance
Scott Stimson's Voya Financial Advisors Experience September 2014 - Present
Job Retirement Planning Consultant/Registered Representative at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors September 2014 - Present
ING February 2007 - September 2014
Travelers Life & Annuity September 1993 - June 2006
Education
The University of Connecticut School of Business
Bachelor's degree, Finance
Voya Financial Advisors September 2014 - Present
ING February 2007 - September 2014
Travelers Life & Annuity September 1993 - June 2006
Education
The University of Connecticut School of Business
Bachelor's degree, Finance
Tom Roach's Voya Financial Advisors Experience 2007 - Present
Job Representatve at Voya Financial Advisors
Industry Insurance
Experience
Voya Financial Advisors 2007 - Present
BBS Employee Benefits 1996 - Present
AT&T January 1988 - January 1993
Skills
Employee Benefits, Investments, Life Insurance, Sales, Fixed Annuities, Disability Insurance, Mutual Funds, Retirement Planning, Insurance, Long Term Care Insurance, Management, Managerial Finance, Strategic Planning, 401k, Financial Analysis, Strategic Financial..., New Business Development, Leadership, Strategy, Small Business, Wealth, Wealth Management, Marketing, Estate Planning, Retirement, Financial Services, Account Management, Marketing Strategy, Financial Advisory, Series 6, Series 63, Portfolio Management
Education
Assumption College 1983 — 1987
BA, business
Voya Financial Advisors 2007 - Present
BBS Employee Benefits 1996 - Present
AT&T January 1988 - January 1993
Skills
Employee Benefits, Investments, Life Insurance, Sales, Fixed Annuities, Disability Insurance, Mutual Funds, Retirement Planning, Insurance, Long Term Care Insurance, Management, Managerial Finance, Strategic Planning, 401k, Financial Analysis, Strategic Financial..., New Business Development, Leadership, Strategy, Small Business, Wealth, Wealth Management, Marketing, Estate Planning, Retirement, Financial Services, Account Management, Marketing Strategy, Financial Advisory, Series 6, Series 63, Portfolio Management
Education
Assumption College 1983 — 1987
BA, business
John W Hall III's Voya Financial Advisors Experience March 2011 - Present
Job Investment Advisor, Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors March 2011 - Present
Fifth Third Bank January 2009 - April 2010
Merrill Lynch August 2006 - August 2008
Wachovia Bank/Wachovia Securities July 2003 - July 2006
Skills
Retirement Planning, Investments, Wealth Management, Retirement, Portfolio Management, Series 7, Finance, Strategic Financial..., Financial Services, Estate Planning, Series 6, Insurance, Credit, Financial Advisory, Loans, Financial Planning
Education
University of Central Florida 1996 — 1999
BS, Business
Voya Financial Advisors March 2011 - Present
Fifth Third Bank January 2009 - April 2010
Merrill Lynch August 2006 - August 2008
Wachovia Bank/Wachovia Securities July 2003 - July 2006
Skills
Retirement Planning, Investments, Wealth Management, Retirement, Portfolio Management, Series 7, Finance, Strategic Financial..., Financial Services, Estate Planning, Series 6, Insurance, Credit, Financial Advisory, Loans, Financial Planning
Education
University of Central Florida 1996 — 1999
BS, Business
Bill Gombert, MBA, CLU, ChFC, MSFS's Voya Financial Advisors Experience October 1999 - Present
Job Investment Advisor Representative
Industry Financial Services
Experience
Voya Financial Advisors October 1999 - Present
CIGNA Financial Advisors October 1992 - June 1997
Education
The American College 1994 — 1997
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1988 — 1990
Master of Business Administration (MBA)
Augustana College 1980 — 1984
Accounting, Busness and computer science
Institute of Business and Finance
Master's degree, Financial Planning Services
Voya Financial Advisors October 1999 - Present
CIGNA Financial Advisors October 1992 - June 1997
Education
The American College 1994 — 1997
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1988 — 1990
Master of Business Administration (MBA)
Augustana College 1980 — 1984
Accounting, Busness and computer science
Institute of Business and Finance
Master's degree, Financial Planning Services
Steve Lillard's Voya Financial Advisors Experience June 2006 - Present
Job Regional Manager
Industry Financial Services
Experience
Voya Financial Advisors June 2006 - Present
Financial Network Investment Corporation March 2003 - May 2006
Locust Street Securities June 1995 - March 2003
Financial Network Investment Corporation, Member SIPC November 1994 - May 1995
Midland Savings Bank December 1991 - October 1994
Midland Savings Bank April 1988 - December 1991
Merrill Lynch March 1987 - April 1988
Dain Bosworth May 1985 - March 1987
Education
Iowa State University 1979 — 1981
BS, Business Administration
Central College 1977 — 1979
Accounting & German
Cedar Rapids Jefferson High School 1976 — 1977
Urbandale High School 1973 — 1976
Voya Financial Advisors June 2006 - Present
Financial Network Investment Corporation March 2003 - May 2006
Locust Street Securities June 1995 - March 2003
Financial Network Investment Corporation, Member SIPC November 1994 - May 1995
Midland Savings Bank December 1991 - October 1994
Midland Savings Bank April 1988 - December 1991
Merrill Lynch March 1987 - April 1988
Dain Bosworth May 1985 - March 1987
Education
Iowa State University 1979 — 1981
BS, Business Administration
Central College 1977 — 1979
Accounting & German
Cedar Rapids Jefferson High School 1976 — 1977
Urbandale High School 1973 — 1976
Stephen Pell's Voya Financial Advisors Experience June 1975 - Present
Job Registered Representative
Industry Financial Services
Experience
Voya Financial Advisors June 1975 - Present
Education
Ohio University 1971 — 1975
BBA, Management
Strongsville High School 1968 — 1971
Voya Financial Advisors June 1975 - Present
Education
Ohio University 1971 — 1975
BBA, Management
Strongsville High School 1968 — 1971
Ronan C. Gaudario, CRPC®'s Voya Financial Advisors Experience August 2009 - Present
Job Financial Advisor at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors August 2009 - Present
Merrill Lynch November 2008 - January 2009
Wachovia Private Bank December 2007 - July 2008
Bank of America April 2005 - December 2007
Wachovia Securities November 2001 - April 2005
Sutro & Company April 1996 - November 2001
Education
Golden Gate University 1990 — 1995
Bachelor of Science, Finance
College of San Mateo 1987 — 1990
Aeronautics & Finance
Voya Financial Advisors August 2009 - Present
Merrill Lynch November 2008 - January 2009
Wachovia Private Bank December 2007 - July 2008
Bank of America April 2005 - December 2007
Wachovia Securities November 2001 - April 2005
Sutro & Company April 1996 - November 2001
Education
Golden Gate University 1990 — 1995
Bachelor of Science, Finance
College of San Mateo 1987 — 1990
Aeronautics & Finance
Robert Goodenough's Voya Financial Advisors Experience August 2011 - Present
Job Senior Retirement Consultant at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors August 2011 - Present
Education
Georgetown University 1984 — 1988
Voya Financial Advisors August 2011 - Present
Education
Georgetown University 1984 — 1988
Ed Pollis's Voya Financial Advisors Experience May 2014 - Present
Job Head of Practice Management at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors May 2014 - Present
Charles Schwab Advisor Services March 2011 - May 2014
Charles Schwab Institutional 2006 - 2011
Charles Schwab Retirement Plan Services 2004 - 2006
Skills
Investments, Wealth Management, Series 7, Mutual Funds, Asset Management, Portfolio Management, Financial Services, Alternative Investments, Series 63, Investment Advisory, Financial Advisory
Education
D'Amore-McKim School of Business at Northeastern University 1997 — 1998
MBA, Finance
Babson College 1986 — 1990
BS, Finance
Voya Financial Advisors May 2014 - Present
Charles Schwab Advisor Services March 2011 - May 2014
Charles Schwab Institutional 2006 - 2011
Charles Schwab Retirement Plan Services 2004 - 2006
Skills
Investments, Wealth Management, Series 7, Mutual Funds, Asset Management, Portfolio Management, Financial Services, Alternative Investments, Series 63, Investment Advisory, Financial Advisory
Education
D'Amore-McKim School of Business at Northeastern University 1997 — 1998
MBA, Finance
Babson College 1986 — 1990
BS, Finance
Brad Kahley's Voya Financial Advisors Experience January 2004 - Present
Job Investment Adviser Representative of Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors January 2004 - Present
Skills
Retirement Planning, Retirement, Investments, Strategic Financial..., Estate Planning, Customer Service, Finance, Life Insurance, Mutual Funds, Portfolio Management, Insurance, Strategic Planning, Sales
Education
University of Northern Iowa 1984 — 1989
Voya Financial Advisors January 2004 - Present
Skills
Retirement Planning, Retirement, Investments, Strategic Financial..., Estate Planning, Customer Service, Finance, Life Insurance, Mutual Funds, Portfolio Management, Insurance, Strategic Planning, Sales
Education
University of Northern Iowa 1984 — 1989
Bruce Morrill's Voya Financial Advisors Experience May 1992 - Present
Job Voya Financial Advisors Investment Advisor Representative
Industry Financial Services
Experience
Voya Financial Advisors May 1992 - Present
Education
Appalachian State University 1986 — 1990
BSBA
Voya Financial Advisors May 1992 - Present
Education
Appalachian State University 1986 — 1990
BSBA
Brendon Moore's Voya Financial Advisors Experience March 2010 - Present
Job Investment Advisory Representative
Industry Financial Services
Experience
Voya Financial Advisors March 2010 - Present
Hartford Life May 2008 - June 2011
Hartford Life October 2004 - May 2008
Morgan Stanley August 2003 - October 2004
Office of William Jefferson Clinton January 2003 - May 2003
Education
Iona College 1999 — 2003
B.A., History/Political Science
Voya Financial Advisors March 2010 - Present
Hartford Life May 2008 - June 2011
Hartford Life October 2004 - May 2008
Morgan Stanley August 2003 - October 2004
Office of William Jefferson Clinton January 2003 - May 2003
Education
Iona College 1999 — 2003
B.A., History/Political Science
Christine Brookins's Voya Financial Advisors Experience May 2013 - Present
Job Registered Principal at Voya Financial Advisors, Inc.
Industry Financial Services
Experience
Voya Financial Advisors May 2013 - Present
Principal Financial Group December 2003 - May 2013
Allmerica Financial May 1992 - December 2003
Education
Allentown Central Catholic H.S.
La Roche College
Psychology
Voya Financial Advisors May 2013 - Present
Principal Financial Group December 2003 - May 2013
Allmerica Financial May 1992 - December 2003
Education
Allentown Central Catholic H.S.
La Roche College
Psychology
Tracy Veillette, CFP's Voya Financial Advisors Experience September 2014 - Present
Job Investment Adviser Representative at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors September 2014 - Present
ING Financial Partners May 1992 - September 2014
Education
Bentley University 1987 — 1991
Finance
Voya Financial Advisors September 2014 - Present
ING Financial Partners May 1992 - September 2014
Education
Bentley University 1987 — 1991
Finance
Stefan Cautino's Voya Financial Advisors Experience April 2015 - Present
Job Investment Advisor Representative at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors April 2015 - Present
Senior Aerospare Metal Bellows October 2012 - April 2015
TurboCare September 2008 - October 2012
Tool, Inc. Product Design and Development January 2007 - August 2007
Education
Northeastern University 2003 — 2008
BS, Mechanical Engineering
Voya Financial Advisors April 2015 - Present
Senior Aerospare Metal Bellows October 2012 - April 2015
TurboCare September 2008 - October 2012
Tool, Inc. Product Design and Development January 2007 - August 2007
Education
Northeastern University 2003 — 2008
BS, Mechanical Engineering
Khary Miller, CFS's Voya Financial Advisors Experience January 2011 - Present
Job Financial Adviser at ING Financial Partners
Industry Financial Services
Experience
Voya Financial Advisors January 2011 - Present
ING Financial Advisers June 2003 - January 2011
Education
The College of Saint Rose 2004 — 2008
Bachelor's degree, Business/Financial Planning
Hudson Valley Community College 1999 — 2001
Associate's degree, Business Administration and Management, General
LaSalle Institute 1995 — 1998
Voya Financial Advisors January 2011 - Present
ING Financial Advisers June 2003 - January 2011
Education
The College of Saint Rose 2004 — 2008
Bachelor's degree, Business/Financial Planning
Hudson Valley Community College 1999 — 2001
Associate's degree, Business Administration and Management, General
LaSalle Institute 1995 — 1998
Victor DeAngelis's Voya Financial Advisors Experience April 1997 - Present
Job Registered Representative at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors April 1997 - Present
Education
Post University 1989 — 2003
Bachelors, Marketing
Voya Financial Advisors April 1997 - Present
Education
Post University 1989 — 2003
Bachelors, Marketing
Magen Fong's Voya Financial Advisors Experience October 2014 - Present
Job Financial Adviser at Voya Financial Advisors, Inc.
Industry Financial Services
Experience
Voya Financial Advisors October 2014 - Present
ING Financial Partners May 2013 - October 2014
Walsh Tax Services January 2007 - May 2013
Summit Brokerage Services, Inc. February 2009 - May 2011
Education
Metropolitan State College of Denver 2007 — 2007
Certified Financial Planning Education
Seattle University 1998 — 2002
BA, Communications & Spanish
Voya Financial Advisors October 2014 - Present
ING Financial Partners May 2013 - October 2014
Walsh Tax Services January 2007 - May 2013
Summit Brokerage Services, Inc. February 2009 - May 2011
Education
Metropolitan State College of Denver 2007 — 2007
Certified Financial Planning Education
Seattle University 1998 — 2002
BA, Communications & Spanish
Kevin Sussman's Voya Financial Advisors Experience October 1991 - Present
Job Registered Representative of Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors October 1991 - Present
Education
City University of Seattle 1984 — 1987
Master of Business Administration (M.B.A.), MBA in Individual Financial Planning
University of Washington 1980 — 1984
Bachelor’s Degree, Comparative Literature
Voya Financial Advisors October 1991 - Present
Education
City University of Seattle 1984 — 1987
Master of Business Administration (M.B.A.), MBA in Individual Financial Planning
University of Washington 1980 — 1984
Bachelor’s Degree, Comparative Literature
Matthew Carter, CFP's Voya Financial Advisors Experience January 1995 - Present
Job Certified Financial Planner at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors January 1995 - Present
Education
College for Financial Planning 2000 — 2003
Wright State University 1989 — 1993
Bachelor of Science in Business, Business
Voya Financial Advisors January 1995 - Present
Education
College for Financial Planning 2000 — 2003
Wright State University 1989 — 1993
Bachelor of Science in Business, Business
Vanessa Giusti's Voya Financial Advisors Experience June 2015 - Present
Job Retirement Consultant at Voya Financial®
Industry Financial Services
Experience
Voya Financial Advisors June 2015 - Present
Voya Investment Management September 2014 - June 2015
Voya Financial April 2013 - September 2014
Voya Financial July 2012 - April 2013
Sequel International July 2009 - July 2012
Land Engineering & Surveying, LLC June 2008 - July 2009
Education
University of Connecticut 2004 — 2008
Bachelor’s Degree, Economics and Spanish
Voya Financial Advisors June 2015 - Present
Voya Investment Management September 2014 - June 2015
Voya Financial April 2013 - September 2014
Voya Financial July 2012 - April 2013
Sequel International July 2009 - July 2012
Land Engineering & Surveying, LLC June 2008 - July 2009
Education
University of Connecticut 2004 — 2008
Bachelor’s Degree, Economics and Spanish
Clifford Warden CLU,ChFC,JD's Voya Financial Advisors Experience September 1999 - Present
Job Registered Representative at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors September 1999 - Present
Skills
Retirement Planning, Insurance, Financial Analysis, Investments, Securities, Asset Allocation, Long-term Care, Disability Insurance, Life Insurance, Process Improvement, Leadership, Financial Modeling
Education
Pepperdine University School of Law 1976 — 1979
JD
Voya Financial Advisors September 1999 - Present
Skills
Retirement Planning, Insurance, Financial Analysis, Investments, Securities, Asset Allocation, Long-term Care, Disability Insurance, Life Insurance, Process Improvement, Leadership, Financial Modeling
Education
Pepperdine University School of Law 1976 — 1979
JD
Grant Peterson's Voya Financial Advisors Experience September 2014 - Present
Job Vice President of Arizona Central Financial Services, Investment Advisor Representative at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors September 2014 - Present
ING Financial Partners December 2013 - September 2014
Wells Fargo Advisors, LLC June 2010 - November 2013
Silverleaf Country Club May 2006 - April 2011
Education
Arizona State University, W. P. Carey School of Business
Bachelor of Science (B.S.), Finance
Voya Financial Advisors September 2014 - Present
ING Financial Partners December 2013 - September 2014
Wells Fargo Advisors, LLC June 2010 - November 2013
Silverleaf Country Club May 2006 - April 2011
Education
Arizona State University, W. P. Carey School of Business
Bachelor of Science (B.S.), Finance
Jay Sylva's Voya Financial Advisors Experience September 1992 - Present
Job INVESTMENT ADVISOR REPRESENTATIVE
Industry Financial Services
Experience
Voya Financial Advisors September 1992 - Present
Skills
Retirement Planning, Wealth Management, Series 7, Mutual Funds, Retirement, Strategic Financial..., Fixed Annuities, Investment Advisory, Investments, IRAs, Series 63, Securities, Financial Advisory, Asset Allocation, Portfolio Management, Financial Services, Life Insurance, Insurance, Estate Planning, Investment Strategies, 401k, Finance, Asset Management, Financial Analysis, Alternative Investments, Equities, Disability Insurance, Wealth, Risk Management, Long-term Care, Pensions, Term Life Insurance
Education
Suffolk University 1982 — 1985
MBA, Business
University of Massachusetts at Lowell, 1968-1972.
Bachelor of Music Ed.
Voya Financial Advisors September 1992 - Present
Skills
Retirement Planning, Wealth Management, Series 7, Mutual Funds, Retirement, Strategic Financial..., Fixed Annuities, Investment Advisory, Investments, IRAs, Series 63, Securities, Financial Advisory, Asset Allocation, Portfolio Management, Financial Services, Life Insurance, Insurance, Estate Planning, Investment Strategies, 401k, Finance, Asset Management, Financial Analysis, Alternative Investments, Equities, Disability Insurance, Wealth, Risk Management, Long-term Care, Pensions, Term Life Insurance
Education
Suffolk University 1982 — 1985
MBA, Business
University of Massachusetts at Lowell, 1968-1972.
Bachelor of Music Ed.
Casey Platt's Voya Financial Advisors Experience June 2014 - June 2015
Job Derivative Trading Specialist at Optionsxpress at Charles Schwab
Industry Financial Services
Experience
Optionsxpress at Charles Schwab June 2015 - Present
Voya Financial Advisors June 2014 - June 2015
D'Andrea & Associates, Ltd. July 2011 - June 2015
The-Option-Coach.com January 2007 - June 2015
Sallerson & Troob January 1990 - July 2008
B.A.S.E. Trading January 1990 - January 1992
Skills
Financial Markets, Equities, Options, Securities, Portfolio Management, Derivatives, Risk Management, Electronic Trading, Trading, Trading Systems
Education
Securities Train Corporation 2014 — 2014
Life, Health Series 7 & 63
Keller Graduate School of Management of DeVry University 1990 — 1994
Masters of Business Administration, Accounting and Business/Management
Iowa State University - College of Business 1980 — 1984
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Optionsxpress at Charles Schwab June 2015 - Present
Voya Financial Advisors June 2014 - June 2015
D'Andrea & Associates, Ltd. July 2011 - June 2015
The-Option-Coach.com January 2007 - June 2015
Sallerson & Troob January 1990 - July 2008
B.A.S.E. Trading January 1990 - January 1992
Skills
Financial Markets, Equities, Options, Securities, Portfolio Management, Derivatives, Risk Management, Electronic Trading, Trading, Trading Systems
Education
Securities Train Corporation 2014 — 2014
Life, Health Series 7 & 63
Keller Graduate School of Management of DeVry University 1990 — 1994
Masters of Business Administration, Accounting and Business/Management
Iowa State University - College of Business 1980 — 1984
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Glenn Kopensky, CPA, CFP®'s Voya Financial Advisors Experience January 2004 - Present
Job Investment Adviser Representative at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors January 2004 - Present
Kopensky, LLP CPA's April 1981 - Present
Education
La Salle University - School of Business Administration 1977 — 1981
B.S., Accounting / Marketing
Voya Financial Advisors January 2004 - Present
Kopensky, LLP CPA's April 1981 - Present
Education
La Salle University - School of Business Administration 1977 — 1981
B.S., Accounting / Marketing
Brad Neves's Voya Financial Advisors Experience June 2012 - Present
Job President at Nobility Wealth Management
Industry Investment Management
Experience
NFG Brokerage November 2014 - Present
Voya Financial Advisors June 2012 - Present
Nobility Wealth Management December 2008 - Present
Securities Management & Research, Inc. May 2010 - May 2011
Hewlett-Packard September 2003 - October 2008
Focus Financial July 2001 - September 2003
Education
The American College 2010 — 2011
Weber State University 1998 — 2003
Technical Sales
NFG Brokerage November 2014 - Present
Voya Financial Advisors June 2012 - Present
Nobility Wealth Management December 2008 - Present
Securities Management & Research, Inc. May 2010 - May 2011
Hewlett-Packard September 2003 - October 2008
Focus Financial July 2001 - September 2003
Education
The American College 2010 — 2011
Weber State University 1998 — 2003
Technical Sales
Andrew Marcus's Voya Financial Advisors Experience September 2014 - Present
Job Financial Advisor at VOYA Financial Advisors
Industry Financial Services
Experience
VOYA Financial Advisors September 2014 - Present
Sacks and Associates, LLC October 2008 - Present
ING Financial Partners December 2000 - August 2014
Gitterman and Sacks, LLC April 2000 - September 2008
Skills
Coaching, Public Speaking, Wealth Management, Leadership, Leadership Development, Team Building, Customer Service, Strategic Planning, Business Development, Insurance, Retirement Planning, Retirement, Estate Planning, Program Management, Investments, Business Analysis, Project Management, Strategic Financial..., Business Strategy
Education
Fairleigh Dickinson University-Florham Campus 1990 — 1991
Masters in Business Administration (MBA) Program - Finance
Kean University 1980 — 1983
Accounting and Business/Management
University of Cincinnati 1968 — 1972
B.A., Sociology
VOYA Financial Advisors September 2014 - Present
Sacks and Associates, LLC October 2008 - Present
ING Financial Partners December 2000 - August 2014
Gitterman and Sacks, LLC April 2000 - September 2008
Skills
Coaching, Public Speaking, Wealth Management, Leadership, Leadership Development, Team Building, Customer Service, Strategic Planning, Business Development, Insurance, Retirement Planning, Retirement, Estate Planning, Program Management, Investments, Business Analysis, Project Management, Strategic Financial..., Business Strategy
Education
Fairleigh Dickinson University-Florham Campus 1990 — 1991
Masters in Business Administration (MBA) Program - Finance
Kean University 1980 — 1983
Accounting and Business/Management
University of Cincinnati 1968 — 1972
B.A., Sociology
Tom Stannard's Voya Financial Advisors Experience September 2011 - November 2014
Job Consultant at Azimuth Advisors
Industry Financial Services
Experience
Azimuth Advisors January 2015 - Present
Voya Financial Advisors September 2011 - November 2014
Allied Trade Group, Inc. March 2010 - September 2011
University of Washington 2008 - 2008
West Marine 2006 - 2008
Firestone June 2007 - October 2007
Anthony's March 2001 - December 2005
Education
University of Washington 2007 — 2009
BA, Economics
University of Washington, Michael G. Foster School of Business 2007 — 2009
BA, Finance
The University of Manchester 2008 — 2008
Finance
Azimuth Advisors January 2015 - Present
Voya Financial Advisors September 2011 - November 2014
Allied Trade Group, Inc. March 2010 - September 2011
University of Washington 2008 - 2008
West Marine 2006 - 2008
Firestone June 2007 - October 2007
Anthony's March 2001 - December 2005
Education
University of Washington 2007 — 2009
BA, Economics
University of Washington, Michael G. Foster School of Business 2007 — 2009
BA, Finance
The University of Manchester 2008 — 2008
Finance
Soumitra Ron Banerjee's Voya Financial Advisors Experience June 2006 - Present
Job Registered Representative at VOYA Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors June 2006 - Present
Mass Mutual July 1998 - May 2006
Education
Penn State University
Master’s Degree, Organization Development and Change
Penn State University 1988 — 2014
Bachelor’s Degree, Communication Arts and Sciences
Voya Financial Advisors June 2006 - Present
Mass Mutual July 1998 - May 2006
Education
Penn State University
Master’s Degree, Organization Development and Change
Penn State University 1988 — 2014
Bachelor’s Degree, Communication Arts and Sciences
Don Coffin's Voya Financial Advisors Experience September 2014 - Present
Job Investment Advisor Representative at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors September 2014 - Present
ING Financial Partners May 2003 - September 2014
Skills
Retirement Planning, Wealth Management, Retirement, Series 7, Series 63, Financial Planning, Financial Advisory
Education
University of Hartford
Master of Public Administration (M.P.A.), Economics and Public Policy
Upsala College
Bachelor of Arts (B.A.), Economics
Voya Financial Advisors September 2014 - Present
ING Financial Partners May 2003 - September 2014
Skills
Retirement Planning, Wealth Management, Retirement, Series 7, Series 63, Financial Planning, Financial Advisory
Education
University of Hartford
Master of Public Administration (M.P.A.), Economics and Public Policy
Upsala College
Bachelor of Arts (B.A.), Economics
Brett Weaver's Voya Financial Advisors Experience July 2008 - April 2015
Job Financial Advisor at Nationwide Planning Associates, Inc.
Industry Financial Services
Experience
Nationwide Planning Associates, Inc. April 2015 - Present
Voya Financial Advisors July 2008 - April 2015
Belle Haven Investments October 2007 - May 2008
Skills
Wealth Management, Investment Advisory, Retirement Planning
Education
Ramapo College of New Jersey 2005 — 2008
Investments and Securities
Nationwide Planning Associates, Inc. April 2015 - Present
Voya Financial Advisors July 2008 - April 2015
Belle Haven Investments October 2007 - May 2008
Skills
Wealth Management, Investment Advisory, Retirement Planning
Education
Ramapo College of New Jersey 2005 — 2008
Investments and Securities
Dawn Kot's Voya Financial Advisors Experience June 2014 - Present
Job Regional Business Consultant at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors June 2014 - Present
ING US December 2004 - May 2014
RiverSource October 1991 - February 2000
Education
Maria College of Albany 1980 — 1982
Associate's degree, Executive Assistant/Executive Secretary
Voya Financial Advisors June 2014 - Present
ING US December 2004 - May 2014
RiverSource October 1991 - February 2000
Education
Maria College of Albany 1980 — 1982
Associate's degree, Executive Assistant/Executive Secretary
Erika (Spinola) van Lingen's Voya Financial Advisors Experience 2012 - Present
Job Senior Retirement Consultant at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors 2012 - Present
Merrill Lynch 2009 - 2012
Fidelity Investments 2000 - 2009
Education
Bryant University 2007 — 2009
CFP Candidate
Salve Regina University 1996 — 1999
Bachelor of Arts (BA), Psychology
Fairfield University 1995 — 1996
Voya Financial Advisors 2012 - Present
Merrill Lynch 2009 - 2012
Fidelity Investments 2000 - 2009
Education
Bryant University 2007 — 2009
CFP Candidate
Salve Regina University 1996 — 1999
Bachelor of Arts (BA), Psychology
Fairfield University 1995 — 1996
Mary Ellen Gordon's Voya Financial Advisors Experience Financial AdviserVoya Financial Advisors, Inc.January 1998 - Present
Job Financial Adviser at Voya Financial Advisors, Inc.
Industry Financial Services
Experience
Voya Financial Advisors Financial AdviserVoya Financial Advisors, Inc.January 1998 - Present
Skills
Wealth Management, Retirement Planning, Financial Services, Mutual Funds, Series 7, Financial Advisory, Finance, Insurance, Leadership, Investment Advisory, Retirement Income..., Financial Planning, Asset Allocation, Strategic Financial..., Retirement Income..., Series 7, Series 66
Education
University of Connecticut 1977 — 1981
Bachelor's degree, Economics
Voya Financial Advisors Financial AdviserVoya Financial Advisors, Inc.January 1998 - Present
Skills
Wealth Management, Retirement Planning, Financial Services, Mutual Funds, Series 7, Financial Advisory, Finance, Insurance, Leadership, Investment Advisory, Retirement Income..., Financial Planning, Asset Allocation, Strategic Financial..., Retirement Income..., Series 7, Series 66
Education
University of Connecticut 1977 — 1981
Bachelor's degree, Economics
Ron Gebert's Voya Financial Advisors Experience September 1989 - Present
Job
Industry Financial Services
Experience
Voya Financial Advisors September 1989 - Present
Education
Loyola University Chicago 1958 — 1960
Business/Commerce, General
Voya Financial Advisors September 1989 - Present
Education
Loyola University Chicago 1958 — 1960
Business/Commerce, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY