Voya Financial Advisors, Inc.
Industry: Company
DescriptionFounded: 1968 Parent organization: Voya Holdings Inc. Subsidiary: Voya Financial Advisors, Inc., Asset Management Arm
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Voya Financial Advisors, Inc. Employees
Voya Financial Advisors, Inc. September 2014 - Present
CPRF May 2009 - July 2014
Ford Motor Credit Company 1996 - 2002
Skills
Public Speaking, Nonprofits, Leadership, Community Outreach, Microsoft Office, Customer Service, Program Management, Event Planning, Fundraising, Volunteer Management
Education
Briar Cliff University
Bachelor of Arts (BA), English Language and Literature/Letters
Wichita State University
Master of Business Administration (MBA), Accounting and Finance
Voya Financial Advisors, Inc. November 1981 - Present
Integrated Inc. - Wealth Advisors November 1981 - Present
TBA Marketing (Tires Plus) April 1979 - November 1981
Union Oil Company April 1976 - April 1979
Education
The Ohio State University 1971 — 1976
Bachelor of Science, Finance & Real Estate
The American CollegeBryn Mawr, PA 2000 — 2001
MSFS - Master of Science in Financial Services, Financial Planning and Services
College for Financial Planning 1985 — 1986
CFP® - Certified Financial Planner
The American College Bryn Mawr, PA 1983 — 1985
CLU® - Chartered Life Underwriter
The American College Bryn Mawr, PA 1983 — 1985
ChFC® - Chartered Financial Consultant
Institute of Business and Finance 2000 — 2000
CFS® - Certified Fund Specialist
The American CollegeBryn Mawr, PA 1999 — 2001
AEP® - Accredited Estate Planner, Estate Planning
Voya Financial Advisors, Inc. January 2015 - Present
Koehne Accounting & Tax Solutions LLC January 2015 - Present
Schneider National September 2010 - May 2015
Ark Homes Inc May 1992 - September 2010
Education
Northeast Wisconsin Technical College 1986 — 1988
ADMINISTRATIVE ASSISTANT, Business Administration and Management, General
Voya Financial Advisors, Inc. June 2014 - September 2015
ASIS, LLC June 2011 - June 2014
EFS Advisors, LLC July 2012 - December 2012
ING Financial Partners/Voya Financial Advisors August 2004 - January 2012
Focus Financial Network, Inc. January 2003 - January 2004
Morgan Stanley January 2000 - January 2003
Norwest Mortgage January 1998 - January 2000
US Homes Corporation January 1988 - January 1992
Bear Stearns, Inc. January 1983 - January 1988
Voya Financial 1900 - 1900
Skills
Financial Services, Leadership, Marketing, Sales, Negotiation, Insurance, Investments, Strategic Planning, Customer Service
Education
Normandale Community College
Voya Financial Advisors, Inc. June 2003 - Present
Integrated, Inc. Wealth Advisors 2003 - Present
Education
College for Financial Planning 2011 — 2012
Chartered Retirement Planning Councelor
Franciscan University of Steubenville 1999 — 2003
Academy of Holy Angels 1995 — 1999
Voya Financial Advisors, Inc. June 2007 - Present
Education
University of Illinois at Urbana-Champaign 1990 — 1993
VOYA Financial Advisors, Inc. July 2010 - Present
Investment Planners July 2009 - July 2010
RBC Insurance October 2004 - May 2009
RBC Insurance April 2007 - December 2007
RBC Insurance October 2004 - December 2007
American Century Investments February 2004 - October 2004
Education
The University of Kansas 1999 — 2003
BS, Business - Finance Emphasis
Voya Financial Advisors, Inc. 1999 - Present
Education
University of Nebraska-Lincoln 1978 — 1981
BS, Agronomy
Voya Financial Advisors, Inc. January 2002 - Present
Gemco Agri Inc. August 1995 - December 2001
Westway Trading Corp. June 1977 - July 1995
Education
College for Financial Planning 2006 — 2007
Chartered Retirement Planning Counselor
North Dakota State University 1973 — 1977
Bachelor of Science (BS), Animal Sciences
Voya Financial Advisors, Inc. 2009 - Present
The Breathing Association December 2006 - January 2009
Jones, Cochenour & Co. September 2006 - December 2006
Education
Tiffin University 2002 — 2006
BS, Business Administration
Voya Financial Advisors, Inc. September 1997 - Present
ING Financial Partners September 1997 - September 2014
The Ayco Company January 1990 - June 1996
Education
Siena College 1986 — 1989
BA, Finance
CERTIFIED FINANCIAL PLANNER™ Certification
Series 7, 24 & 63
Voya Financial Advisors, Inc. December 2007 - Present
Taylor'd Financial Services January 1983 - Present
Education
Iowa State University
Agriculture, Agriculture Operations, and Related Sciences
Voya Financial Advisors, Inc. May 2006 - Present
UBS Financial Services, Inc. January 2000 - April 2006
J.C. Bradford & Co. January 1990 - December 2000
Education
Lenoir-Rhyne College 1963 — 1966
BA, Music
Voya Financial Advisors, Inc. March 2000 - Present
Wall Street Insurance, LLC October 2013 - Present
Wall St. Brokerage, LLC January 2001 - Present
Skills
Series 7, Series 24, Series 65, Property & Casualty..., Life Insurance, Municipal Bonds, Certified Financial..., Investment Advisory
Education
East Central University 1971 — 1974
Bachelor's Degree, Pyschology & Sociology, 3.9 GPA
College for Financial Planning
Certified Financial Planner, Financial Planning and Services
Institute of Business and Finance
Certified Fund Specialist, Financial Planning and Services
The American College
Chartered Financial Consultant, Financial Planning and Services
The American College
Chartered Life Underwriter, Financial Planning and Services
Voya Financial Advisors, Inc. January 2008 - Present
Education
San Diego State University-California State University 2003 — 2005
Bachelor of Science (B.S.), Finance, General
Santa Barbara City College 2001 — 2003
Azusa Pacific University 2000 — 2001
Issaquah High School
Cantrell Financial Services January 2015 - Present
Voya Financial Advisors, Inc January 2015 - Present
Voya Financial Advisors, Inc. March 2002 - December 2014
Education
Tennessee Technological University - College of Business Administration 2001 — 2003
Bachelors, Finance
Roane State Community College 1999 — 2001
Associates, Business
Voya Financial Advisors, Inc. May 2011 - Present
Siegel and Handley Rentals December 2012 - Present
Burrier Fitness February 2011 - September 2011
City of Marion, Iowa May 2005 - August 2008
Skills
Strategic Financial...
Education
Coe College 2008 — 2012
Bachelor of Arts, Business Administration, Economics
Voya Financial Advisors, Inc. March 2013 - Present
Lincoln Financial Advisors Corp. September 2011 - February 2013
UT Southwestern Medical Center May 2006 - September 2011
MetLife June 2005 - May 2006
DST Systems July 2000 - June 2005
Aegis Communications June 1997 - July 2000
Education
Kansas State University
Bachelor of Science
Voya Financial Advisors, Inc. July 1997 - Present
Freedom Financial Strategies, Inc. January 1998 - Present
Financial Advisor Network, LLC June 2008 - Present
Skills
Securities, Insurance, Financial Analysis, Strategic Planning, Customer Service, Public Speaking, Coaching, Retirement Planning, Leadership, Leadership Development, Finance, Investment Advisory, Team Building, Entrepreneurship
Education
University of Oklahoma 1970 — 1974
Bachelor of Science (BS), Chemical Engineering
Voya Financial Advisors, Inc. January 2004 - Present
Locust Street Securities, Inc. September 1990 - December 2003
Fresno County Sheriff's Department 1978 - 1982
Education
The American College 2000 — 2003
Chartered Financial Consultant
The American College 1990 — 1993
Chartered Life Underwriter
Voya Financial Advisors, Inc. May 2000 - Present
Education
Mount Saint Mary's College
Bachelor of Science (B.S.), Business + Economics
Voya Financial Advisors, Inc. June 2010 - Present
A Family Mortgage Company Inc July 2005 - June 2010
Skills
Fixed Annuities, Mutual Funds, Life Insurance, Strategy, Public Speaking, Finance, Financial Planning, Retirement Planning
Education
Bloomsburg University of Pennsylvania 1982 — 1986
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Bloomsburg University of Pennsylvania 1982 — 1986
Bachelor's degree, Business/Corporate Communications
Voya Financial Advisors, Inc. January 1998 - Present
Healthcare Oklahoma January 1997 - September 1998
First Bank of Okarche 1985 - 1992
Education
Oklahoma State University 1977 — 1982
Voya Financial Advisors, Inc. June 2013 - Present
Wall Street Financial Group, Inc. August 2005 - June 2013
American Express Financial Advisors July 1998 - July 2005
Education
Pepperdine University 1988 — 1992
Bachelor of Arts (B.A.), Biology / Asian Studies
Tokyo International University 1991 — 1991
Japan Studies Program diploma, Japanese Studies
Baylor College of Medicine 1990 — 1990
DeBakey Summer Surgical Clerkship, General Surgery
Voya Financial Advisors, Inc. September 2006 - Present
State Farm Insurance October 2005 - September 2007
Adelphia Communications July 1999 - October 2005
Education
Lock Haven University of Pennsylvania 1963 — 1964
Bachelor of Science - Education, Political Science
West Virginia University 1960 — 1962
Voya Financial Advisors, Inc. September 2006 - Present
Education
Lock Haven University of Pennsylvania 1963 — 1964
Bachelor's Degree
West Virginia University 1960 — 1963
Voya Financial Advisors, Inc. April 2013 - Present
Edward Jones November 1996 - March 2013
Skills
Strategic Financial..., Retirement Planning, Series 7, Retirement, IRAs, Investment Advisory, Wealth Management, Fixed Annuities, Mutual Funds, 401k Rollovers, College Savings Plans, Wealth Accumulation, Series 63, Asset Allocation, Long Term Care Insurance, Saving for Education, 529 Plans, Retirement Plan..., Variable Annuities, Roth IRA, Series 65, Wealth Management..., Financial Planners, Separately Managed..., Life & Health Insurance..., ETFs, Series 6, Trust Services, SEP IRA, 403 b, Securities, Personal Finance, Financial Goals, Municipal Bonds, 401k, Long-term Care, Simple IRA, Financial Advisory, Rollovers, Investment Advisory..., Retirement Savings, Income Protection, Investment Strategies, Estate Planning, Personal Financial..., Qualified Retirement..., FINRA, Wealth, Certified Financial..., Finance
Education
Lincoln Memorial University 1990 — 1992
M.Ed., Curriculum and Instruction
The University of Virginia's College at Wise 1987 — 1990
BA, History
Beth Moores Financial, LLC. August 2014 - Present
Voya Financial Advisors, INC. March 2010 - Present
Corridor Business Networking Group June 2014 - Present
Cedar Rapids Metro Economic Alliance October 2012 - Present
First Iowa Insurance May 2005 - February 2010
Farmers Insurance April 2002 - May 2005
Department of National Defence August 2000 - March 2002
Skills
Small Business, Investment Advisory..., Investments, Strategic Planning, Financial Analysis, Retirement Planning, Leadership, Management, Team Building, Public Speaking, Customer Service, Marketing Strategy, Sales, Marketing
Education
University of Maryland Baltimore County 2000 — 2002
Bachelor's Degree, Business Administration and Management, General
City Colleges of Chicago-Richard J Daley College 1990 — 1992
Associate's Degree, Business Administration and Management, General
Voya Financial Advisors, Inc. April 2015 - Present
VOYA Financial January 2014 - April 2015
VALIC August 2010 - December 2013
ING July 2004 - August 2010
ING January 2000 - January 2004
Citibank January 1999 - January 2000
Prudential January 1998 - January 1999
Prudential January 1997 - January 1998
Aetna Financial Services 1995 - 1997
Skills
401k, Investments, Retirement, Relationship Management, Retirement Planning, Series 63, Financial Advisory, Mutual Funds, Series 6, Financial Services, Employee Benefits, Wealth Management, New Business Development, Insurance, Series 7, Series 24, Pensions, Business Planning, Securities, Management, Finance, Training, Defined Contribution, Asset Allocation, FINRA, Sales Management, Public Speaking, Selling, Sales, Sales Operations, Mergers & Acquisitions, Fixed Annuities, Series 65, Customer Service, Customer Relations, Consultative Selling
Education
Central Connecticut State University 1992 — 1996
Bachelor of Science Degree, Finance
Voya Financial Advisors, Inc. May 2014 - Present
Thurston Consulting, LLC January 2013 - Present
G & S Research, Inc. 1998 - 2012
The Market Solutions Group 1993 - 1998
Winona Research 1991 - 1993
Walker Information 1989 - 1991
Education
University of St. Thomas
Macalester College
BA
Brebeuf Jesuit
Financial Partners, Inc. January 2004 - Present
Voya Financial Advisors, Inc. February 1995 - Present
Bratud Middleton Insurance Brokers January 1984 - January 2004
Harrison & Associates February 1976 - January 1984
Education
The American College 1983 — 1987
CERTIFIED FINANCIAL PLANNER, Financial Planning and Services
Underhill Financial Advisors, LLC January 2000 - Present
Voya Financial Advisors, Inc. January 2000 - Present
Skills
Strategic Planning, Finance, Financial Advisory, Small Business, Estate Planning, Portfolio Management, Team Building, Marketing, Public Speaking, Customer Service
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1987 — 1988
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Missouri-Columbia 1979 — 1983
Bachelor of Science (B.Sc.), Mechanical Engineering
Voya Financial Advisors, Inc. 2001 - Present
Education
University of Hawaii at Manoa
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
Voya Financial Advisors, Inc. September 2002 - Present
Skills
Retirement Planning, Retirement, Mutual Funds, Series 7, Strategic Financial..., Wealth Management, Investment Advisory
Education
University of Missouri-Columbia 1983 — 1987
Accounting and Finance
Voya Financial Advisors, Inc. March 2015 - Present
Investors Capital Corp September 2009 - March 2015
LPL Financial April 1991 - September 2009
Education
Roger Williams University
Accounting
Voya Financial Advisors, Inc. September 2014 - Present
ING Financial Partners October 2008 - September 2014
H&R Block Financial Advisors January 2006 - October 2008
Education
Iowa State University 1978 — 1982
BS, Journalism & Mass Communications
Voya Financial Advisors, Inc. September 2009 - Present
Wells Fargo Investments August 2002 - September 2009
Education
Northeastern University 1982 — 1985
Generations Wealth Advisors 2015 - Present
Financial Awareness Group, Inc. 1980 - Present
Voya Financial Advisors, Inc. 2006 - 2015
K&K Accounting & Tax Service 1982 - 1995
Skills
Financial Planning, Investments, Finance, Securities, Insurance, Strategy, Management, Retirement Planning, Financial Analysis, Portfolio Management
Education
Churchville-Chili 1973 — 1977
Florida Atlantic University
Voya Financial Advisors, Inc. October 2014 - Present
Samuel M Brint CPA, MST September 1988 - Present
Segal and Brint LLC January 2005 - May 2012
Temple University September 2003 - May 2011
Education
Temple University - Fox School of Business and Management 1976 — 1979
Voya Financial Advisors, Inc. 1995 - Present
Integrated, Inc. - Wealth Advisors 1992 - Present
Skills
http://thecatholicspirit..., New Business Development, Program Management, Strategic Planning, Fixed Annuities, Retirement Planning, Public Speaking, Series 7, Life Insurance, Estate Planning, Investments, Pensions, Wealth Accumulation, Financial Advisory, IRAs, Wealth, Securities
Education
St. Cloud State University 1961 — 1965
The American College 1965 — 1969
CLU & ChFC
Voya Financial Advisors, Inc. September 2014 - Present
ING Financial Partners December 2007 - September 2014
JPMorgan Chase May 2001 - January 2007
US Bancorp Piper Jaffray January 1999 - May 2001
Education
Quinnipiac University 1988 — 1992
Bachelor of Science (BS), Economics
Voya Financial Advisors, Inc. September 2014 - Present
ING Financial Partners December 2007 - August 2014
ING Financial Partners March 2004 - December 2007
ING U.S. January 2002 - March 2004
Aetna Financial Services July 1999 - January 2002
MetLife March 1992 - June 1999
Education
Bentley University 1982 — 1986
Voya Financial Advisors, Inc. October 2006 - Present
Education
Grand Valley State University 1995 — 2000
Voya Financial Advisors, Inc. February 2004 - Present
Education
Boston University 1987 — 1990
BA
St. Stephen's
Voya Financial Advisors, Inc. July 2005 - Present
Education
American University 1994 — 1998
Bachelor’s Degree
Voya Financial Advisors, Inc. July 2008 - Present
Education
DePaul University 2012 — 2013
Financial Planning Certificate Program
University of Missouri-Columbia, College of Business 2004 — 2008
Bachelor's Degree, Business Administration
Università degli Studi di Bergamo 2007 — 2007
International Marketing
Voya Financial Advisors, Inc. January 2011 - Present
ING Financial Advisers, LLC August 2002 - December 2010
Education
Boston University School of Law Graduate Tax Program
Master's degree, Taxation
Suffolk Law School
Doctor of Law (J.D.), Law (not a practicing attorney)
The George Washington University
Bachelor's degree, Urban Affairs
Voya Financial Advisors, Inc. September 2014 - Present
3d TC BDE (Expeditionary) US Army Reserve November 2014 - Present
Skills
Asset Management, Financial Services, Variable Annuities, Fixed Annuities, Life Insurance
Education
Trident University International 2003 — 2006
Master of Business Administration (M.B.A.), Finance, General
The American College
ChFC, Financial Planning and Services
Towson University
Bachelor's Degree
Voya Financial Advisors, Inc. January 2004 - Present
Dale R. Whiting & Associates 1984 - Present
Education
Cedarville University
NG
Drake University
BME, Education
Voya Financial Advisors, Inc. August 2014 - Present
PIMCO April 2011 - July 2014
JP Morgan Chase, formerly WaMu Investments, Inc January 2001 - January 2009
Wamu Investments, Inc. January 2001 - January 2003
Citistreet, Inc. a division of Citigroup January 1999 - January 2000
Skills
Training, Financial Risk, Finance, Investments, Team Leadership, Business Process..., Securities, Insurance, Risk Management, Strategic Financial..., Financial Services, Mutual Funds, Leadership, Portfolio Management, Analysis, Process Improvement, FINRA, Series 63, Trading, Series 7, Wealth Management, Asset Management
Education
California State University-Long Beach - College of Business Administration 1995 — 1998
BA, Business Adminsitration, Finance
Golden West College
Certificate, Accounting
California State University of Long Beach
Bachelor of Science, Business Administration, Finance Concentration
Voya Financial Advisors, Inc. April 2005 - Present
Education
Ohio University
Voya Financial Advisors, Inc. September 2013 - Present
Brokers International Financial Services, LLC April 2011 - August 2013
ING Financial Partners December 2006 - April 2011
ING Financial Partners May 2005 - December 2006
Princor Financial Services September 2000 - May 2005
Skills
Series 63, Series 24, Series 7, Team Building
Education
University of Iowa 1990 — 1994
Bachelor, Business Adminstration
Voya Financial Advisors, Inc. January 2013 - Present
AIG Advisor Group June 2012 - January 2013
AIG Advisor Group October 2006 - June 2012
UBS Financial 2003 - 2006
Education
Southern New Hampshire University 2014 — 2015
Master of Business Administration (MBA), Finance, General
Fairleigh Dickinson University 2001 — 2005
BS, Finance
Voya Financial Advisors, Inc. August 2007 - Present
Skills
Retirement Planning, Finance, Retirement, Securities, Investment Advisory, Investments, Strategic Planning, Wealth Management, Public Speaking, Asset Management, Financial Analysis, Leadership, Financial Planning, Strategic Financial..., Customer Service, Leadership Development
Education
University of Southern California 1981 — 1983
BA, Political Science/International Relations
Voya Financial Advisors, Inc. March 1988 - Present
Education
Wright State University 1985 — 1987
None, Business
Community College of the Air Force 1984 — 1987
Associate Degree Administrative Management, Business
Kent State University 1981 — 1982
None, Accounting
Voya Financial Advisors, Inc. 1999 - Present
Education
Charleston School of Law 2004 — 2008
Doctor of Law (J.D.)
College of Charleston 1992 — 1996
Bachelor of Arts (B.A.)
VOYA Financial Advisors, Inc. March 2015 - Present
AXA Advisors April 2013 - March 2015
LiRo Engineers, Inc March 2007 - March 2013
Education
Dowling College 2010 — 2011
MBA, Corporate Finance
Saint John's University - Peter J. Tobin College of Business 2004 — 2008
Bachelors, Finance
Voya Financial Advisors, Inc. January 2011 - Present
Education
Indiana University - Kelley School of Business
Master of Science (M.S.), Finance, General
Fuller Theological Seminary
Master of Arts (M.A.), Theology/Theological Studies
Liberty University
Master of Arts (M.A.), Religion
University of Michigan
Bachelor of Arts (B.A.), Economics
Voya Financial Advisors, Inc. September 2014 - Present
Bob Joki, CLU and Associates 1980 - Present
ING Financial Partners December 2013 - August 2014
Education
FINRA 2010 — 2013
Finance
Grace Bible College
Associate of Arts (A.A.)