Experience
BBVA Compass  2015 - Present
JPMorgan Chase  September 2007 - July 2015
Wachovia Securities Financial Network   2006 - 2007
Smith Barney  2005 - 2006

Skills
Relationship Management, Building Relationships, Banking, Commercial Banking, Branch Banking, Retail Banking, Internet Banking, Finance, Corporate Finance, Personal Finance, Financial Analysis, Financial Reporting, Investment Banking, Investment Strategies, Investment Advisory, Commercial Lending, Small Business Lending, Asset Based Lending, Cash Flow Lending, Consumer Lending, Loans, Loan Origination, Government Loans, Cash Management, Cash Flow, Credit, Credit Analysis, Customer Service, Financial Services, Strategic Planning, Credit Risk

Education
The University of Texas at San Antonio   2000 — 2005
Bachelor of Science (B.S.), Finance, General

Pine Tree ISD

Pine Tree ISD

Pine Tree ISD

Experience
Vanguard  August 2013 - Present
Vanguard  February 2011 - August 2013
Vanguard  September 2008 - February 2011
Vanguard  June 2007 - September 2008
Wachovia Securities Financial Network   September 2005 - January 2007
Wegmans Food Markets  June 2005 - June 2006
Wegmans Food Markets  December 1999 - June 2005

Skills
Mutual Funds, Account Reconciliation, Investment Management, Retirement Planning, Customer Service, Sales, Trading, Fund Accounting, Financial Analysis, Investments

Education
Temple University - Fox School of Business and Management   2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General

Experience
Wells Fargo Advisors  November 2014 - Present
J.P. Morgan   November 2008 - November 2014
Wachovia Securities Financial Network   August 2001 - November 2008
Morgan Stanley  March 1998 - August 2001

Skills
Series 7, Corporate Finance, Due Diligence, Team Leadership, Asset Allocation, Forecasting, Financial Modeling, Finance, Investments, Wealth Management, Mergers, Wealth Management..., Portfolio Management, Banking, Securities, Investment Advisory, Mutual Funds, Strategic Financial..., Leadership, Equities, Valuation, Financial Analysis, Asset Management, Financial Advisory

Education
University of Alabama   1989 — 1993
Bachelor of Science, Finance

Experience
J.P. Morgan Private Bank   October 2013 - Present
Tulane University  June 2012 - May 2013
SunTrust Robinson Humphrey  June 2008 - June 2012
Wachovia Securities Financial Network   June 2006 - June 2008

Skills
Capital Markets, Financial Modeling, Valuation, Investment Banking, Trading, Financial Analysis, Investments, Risk Management, Due Diligence, Equities, Series 7, Bloomberg, Microsoft Excel, Portfolio Management, Fixed Income

Education
Tulane University - A.B. Freeman School of Business   2012 — 2013
Master of Finance

Virginia Tech   2001 — 2005
Bachelor of Science, Biology/Chemistry

Experience
B&B Housesitting   January 2010 - Present
JM Lexus  June 2004 - Present
Wachovia Securities Financial Network   January 2002 - June 2004
UBS  January 1998 - January 2002

Skills
Strategic Financial..., Series 7, Retirement Planning, Wealth Management, Mutual Funds, Investments, Investment Advisory, Series 63, Investment Strategies, Asset Allocation, Financial Advisory, Retirement, Portfolio Management, Fixed Annuities, IRAs, Negotiation, Warranty, Customer Satisfaction, Estate Planning, Financial Services, Customer Service, Leadership, Business Planning, Alternative Investments, Securities, Purchasing, Customer Retention, Team Building, Asset Management, Personal Finance, Term Life Insurance, Reynolds, Parts, Strategic Planning, Disability Insurance, Automotive, Options, Funding, Profit, Automobile, Savings, Marketing, Vehicles, Sales Management, Forecasting, Sales, Life Insurance, Asset Managment, Wealth, Business Development

Education
University of Miami   1964 — 1967
BBA, Business

Westmount High School   1956 — 1960
Graduation

Experience
USAA Advisors   September 2011 - Present
Wealthcareplanners LLC   November 2010 - September 2011
Wachovia Securities Financial Network   2007 - 2008

Education
University of Arizona   1995 — 1998
Bachelor's degree, General Biology, Minor Chemistry/Mathematics/Physics

College of Financial Planning
CRPC® Designation, CMFC® Designation

Experience
Minneosta Youth Community - MNYC   January 2013 - Present
Life Time - The Healthy Way of Life Company  March 2011 - Present
Knowledge Learning Corporation - Childcare Marketplace  September 2007 - November 2010
UnitedHealth Group  June 2006 - August 2007
UnitedHealth Group  October 2005 - June 2006
UnitedHealth Group  November 2004 - October 2005
Wachovia Securities Financial Network   June 2002 - November 2004
YMCA  September 1994 - September 1997

Skills
Event Planning, Project Management, Program Management, Community Outreach, Leadership, Fundraising, Account Management, Volunteer Management, New Business Development, Public Speaking, Customer Engagement, PowerPoint, Windows, Microsoft Word, Microsoft Excel, Microsoft Office, Outlook, Nonprofits, Teaching, Grant Writing, Customer Service, Marketing, Management, Training, Sales, Team Building

Education
University of Minnesota-Twin Cities
Bachelor of Science (BS), Psychology

Experience
Bates Development Group   January 2005 - Present
Unimim Corporation dba Southern Lime   November 2008 - June 2013
Wachovia Securities Financial Network   June 2006 - November 2008

Skills
Customer Service, Customer Retention, Public Speaking, Logistics, Product Marketing, Management, Training, Sales, B2B, Entrepreneurship, Lead Generation, Sales Process, Account Management, Marketing, Social Media Marketing, Social Media, Microsoft Excel, Marketing Strategy, Microsoft Office

Education
University of Montevallo   2004 — 2006
2 years, Communication and Media Studies

Experience
Verizon Wireless  October 2014 - Present
Verizon Wireless  June 2013 - October 2014
Verizon Wireless  June 2011 - May 2014
Fifth Third Bank  March 2009 - March 2011
The Ohio State University  August 2005 - June 2009
Wachovia Securities Financial Network   August 2006 - December 2008

Skills
Sales, Customer Service, Retail, Sales Management, Microsoft Excel, Microsoft Office, Team Leadership, Coaching, Microsoft Word, PowerPoint, Interviews, New Hire Orientations, Hiring Practices, Customer Retention, Customer Satisfaction, Customer Experience, Sales Rep Training, Teamwork, Outlook

Education
The Ohio State University   2005 — 2009
Bachelor's degree, Family Resource Management Studies

Experience
Cross Church  2001 - Present
Wachovia Securities Financial Network   1997 - 1998
Superior Federal Bank  1994 - 1997

Education
University of Arkansas-Fort Smith
Elementary Education and Teaching

Experience
Wells Fargo / Randstad   2015 - Present
TIAA-Cref / Randstad   2014 - 2015
Wells Fargo  2013 - 2014
Bank of America  2011 - 2013
Bank of America  2007 - 2011
Wachovia Securities Financial Network   2006 - 2007
Woodforest National Bank  2005 - 2006

Skills
Banking, Commercial Banking, Investment Banking, Capital Markets, Commercial Mortgages, Loans, Portolio Management, Loan Servicing, Loan Modifications, Microsoft Excel, Financial Modeling, Financial Analysis, Retail Banking, Special Servicing, Team Leadership, Investor Reporting, Account Reconciliation, Accounts Payable, Cash Flow Forecasting, Legal Translation, Mergers, Accounting, Cash Flow, Fixed Income, Credit Risk, Finance

Education
University of North Carolina at Charlotte   2000 — 2005
Bachelor of Science (B.S.), Accounting

EA Laney High School   1996 — 2000
High School

Experience
Impress Ink, LLC   December 2012 - Present
Impress Ink, LLC   May 2010 - November 2012
Promo Knight   March 2009 - May 2011
DRS Technologies, Inc.   June 2009 - November 2010
Wachovia Securities Financial Network   April 2005 - April 2006

Skills
Photoshop, Product Marketing, Sales Operations, Production Managment, Strategic Planning, Operations Management, Illustrator, Adobe Creative Suite, Corporate Branding, Screen Printing, Managerial Finance, Market Research, Procurement Contracts, Distribution Logistics, Fulfillment Management, Embroidery, Promotional Solutions, Lead Generation, Public Relations, Event Management, Logistics, Digital Marketing

Education
University of Central Florida - College of Business Administration   2005 — 2010
Bachelor's degree, Finance

Palm Beach Gardens High School   2001 — 2005
Global Business & Entrepreneurship, Five Star Magnet

Experience
Wunderlich Securities  December 2012 - Present
Sanders Morris Harris  November 2003 - December 2012
Wachovia Securities Financial Network   July 2003 - November 2003
Prudential Securities Incorporated  June 2001 - July 2003

Education
State University of New York at Buffalo
Bachelor of Business Administration (BBA)

Experience
Triad Medical Billing   October 2007 - Present
Novant Health  1999 - 2008
Wachovia Securities Financial Network   1998 - 2000

Skills
Insurance, Customer Service, Home, Customer Relations, Health Insurance, Medical Billing

Education
UNC Charlotte   1996 — 1999

Experience
University of Delaware  September 2011 - Present
University of Delaware  2009 - September 2011
University of Delaware  February 2006 - August 2009
University of Pennsylvania  November 2005 - February 2006
Qdoba Restaurant Corporation / Philadelphia Fresh Foods, LLC   June 2005 - November 2005
University of Pennsylvania  July 2004 - June 2005
Wake Forest University  January 2001 - May 2004
Wachovia Securities Financial Network   2003 - 2004
Wake Forest University  August 2000 - November 2003

Skills
Marketing, Marketing Event Planning, Sponsorship Activation, Team Management, Community Outreach, Sponsorship Sales, Event Ticketing, Intercollegiate...

Education
University of Delaware   2015 — 2017
Master of Business Administration (M.B.A.)

Wake Forest University   2000 — 2004
Bachelor of Science (B.S.), Business Major / International Studies Minor

Experience
Premise Entertainment   August 2009 - Present
Custom Metal Designs   March 2005 - Present
DeVry University  June 2011 - January 2015
AmSouth Bank  2002 - March 2005
Wachovia Securities Financial Network   2000 - 2002

Skills
Start-ups, Budgeting, Contract Negotiation, Accounting, Financial Management, six sigma, M&A due diligence, Six Sigma, Budgets, Managerial Finance, Risk Management, Strategic Planning, Key Performance..., Team Building, Leadership, Forecasting, Financial Reporting, Business Development, Financial Analysis, Process Improvement, Management Consulting, Mergers & Acquisitions, Strategic Financial..., New Business Development, Finance, Continuous Improvement, Business Planning, Strategy, Executive Management, Analysis, Operations Management, Cross-functional Team..., Financial Planning

Education
University of Florida - Warrington College of Business Administration   2007 — 2009
MBA, MBA

University of Central Florida - College of Business Administration   2000 — 2002
Finance, Accounting and Finance

Experience
Wells Fargo Advisors  March 2010 - October 2011
Wachovia Securities Financial Network   May 2006 - March 2009

Skills
Research, Microsoft Office, PowerPoint, Statistics, Microsoft Excel, Microsoft Word, Public Speaking, Higher Education, Data Analysis, Labview, C, Matlab, Analysis, Financial Modeling, Financial Analysis, Finance, Forecasting, Portfolio Management, Investments, Equities, Strategy, Trading, Derivatives, Financial Risk, Sales, Quantitative Analytics, Cash Flow, Financial Advisory, Risk Management, Commodity, Uniform Combined State..., Series 7, Series 63, 401k Rollovers, Economics, IRAs, Retirement Planning, Banking, FINRA, Asset Allocation, Retirement, Variable Annuities, Investment Advisory, 401k, Mutual Funds, Fixed Annuities, Strategic Financial..., 529 Plans, Investment Strategies, Securities

Education
Texas A&M University-Commerce   2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General

The University of Texas at El Paso   2004 — 2007
Bachelor of Business Administration (BBA), Finance, General

Experience
Ditati   January 2007 - January 2011
Wachovia Securities Financial Network   July 2005 - August 2007
Bear Stearns  July 2002 - July 2005
Lehman Brothers  November 1999 - July 2002

Skills
Microsoft Excel, PowerPoint, Customer Service, English, Windows, Research, Outlook, C, Negotiation, Finance, Sales, Data Center, Investments, Risk Management, Telecommunications, Business Development, Business Strategy

Education
University of Florida   1983 — 1986
Bachelor of Arts (BA), Business Administration and Management, General

Holy Family high school

Experience
Wells Fargo  January 2014 - Present
Modis  October 2013 - January 2014
TEKsystems  March 2012 - October 2013
Bank of America  May 2005 - October 2011
Carolina Home Improvement   August 2004 - September 2005
Wachovia Securities Financial Network   November 2000 - September 2004
Wells Fargo  2000 - 2004
Bank of America  June 1996 - November 2000
US Army  September 1978 - April 1993

Skills
Banking, Conversions, SDLC, Release Management, Change Management, Six Sigma, Visio, Team Building, Leadership Development, Testing, Cards, Excel, Project Management, Microsoft Excel, Process Improvement, Vendor Management, Business Analysis, Data Conversion, Training, Leadership, PMO, Risk Management, Business Process..., PMP, Program Management, Integration, Requirements Analysis, Requirements Gathering, Cross-functional Team..., Project Portfolio..., IT Strategy, Software Documentation, Business Process, Software Project..., SharePoint, Business Intelligence, Quality Assurance

Education
University of North Carolina at Charlotte   1993 — 1996
BS, Finance

Experience
Charter Communications  August 2012 - Present
Peabody Energy  January 2012 - August 2012
Washington University - School of Medicine  February 2011 - December 2011
Artisan Corp   January 2010 - January 2011
Wells Fargo  January 2009 - December 2009
Wachovia Securities Financial Network   January 2008 - January 2009
A.G. Edwards   May 2007 - January 2008
Suddenlink Communications  2006 - 2007
ONE  2000 - 2001
Executive Focus Group, Inc.   1991 - 2000

Skills
Microsoft Exchange, IT Management, System Deployment, Disaster Recovery, Virtualization, Active Directory, Hyper-V, Consulting, Powershell, Process Improvement, Program Management, Servers, SharePoint, Solution Architecture, Windows

Education
University of Missouri-Saint Louis   1987 — 1990
MBA, Information Technology

University of Missouri-Saint Louis   1987 — 1990
MS-IS, Information Systems Management

University of Missouri-Saint Louis   1979 — 1982
BME

Experience
Robert W. Baird & Co.   March 2011 - Present
Wells Fargo Advisors, LLC  January 1996 - March 2011
Wachovia Securities Financial Network   November 2007 - January 2009
A G Edwards  January 1996 - November 2007
Emerson Electric Co.  June 1993 - December 1995
Steve's Foreign Car Parts   1986 - 1991

Skills
Wealth, IRAs, Investment Advisory, Wealth Management..., Series 63, Retirement, Small Business, Series 7, Finance, Financial Services, Sales, Investment Strategies, Investment Management, Capital Markets, Risk Management, Asset Management, Investments, Portfolio Management, Insurance, Strategic Planning, Management, Fixed Income, Due Diligence, Valuation, 401k, Fixed Annuities, Private Equity, Hedge Funds, Financial Advisory, Bonds, Banking, Financial Modeling

Education
Texas A&M University   1988 — 1993
Bachelor of Science (B.S.), Industrial Distribution

Arlington Heights High School   1983 — 1988
High School, High School

Experience
William Linger, DDS, PA   October 2012 - Present
Wachovia Securities Financial Network   2000 - 2005
First Union National Bank  December 1993 - January 1998

Skills
Customer Service, Healthcare, Financial Analysis, Process Improvement, Strategic Planning, Budgets, Financial Reporting, Project Management, Change Management, Data Analysis, Analysis, Cosmetic Dentistry, Dental Care, Dental Insurance, Dental Software, Concierge Services

Education
University of North Carolina at Charlotte   1989 — 1993
Bachelor of Arts (BA), Political Science and Government

Experience
International Finance Bank (IFB)   December 2008 - Present
Fortune International Realty  April 2003 - December 2008
Wachovia Securities Financial Network   October 2002 - April 2003
Prudential Securities  August 1998 - October 2002
Deutsche Bank  January 1995 - July 1998
Bank of Boston  March 1994 - December 1994
Bank of Boston  June 1992 - February 1994
Bank of Boston  September 1989 - May 1992
The First National Bank of Boston  March 1980 - August 1989

Skills
Problem Solver of..., Strategic Planning, ALM, Investments, Treasury, Liquidity, Banking, Loans, Portfolio Management, Risk Management, Commercial Lending, Commercial Banking, Financial Analysis, Investment Banking, Wealth Management, Asset Managment, Financial Risk, AML, Interest Rate Risk..., MBS, SBA 504, Bloomberg, Bonds, Securities, Finance, Asset Management, Anti Money Laundering

Education
Universidad Argentina de la Empresa   1983 — 1989
Bachelor's degree, Business Administration and Management, General

Bayard

Experience
Merrill Lynch  May 2007 - Present
Wachovia Securities Financial Network   January 2002 - May 2007
Merrill Lynch  May 2000 - January 2002

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Retirement Planning, Wealth Management, Investments, Retirement, Finance, Employee Benefits, Financial Services, Pensions, Risk Management, Insurance, Series 7, Wealth Management..., Series 65, Series 63, Asset Allocation, Strategic Financial..., Investment Advisory, Uniform Combined State..., Banking, IRAs, 401k, Variable Annuities, Financial Advisory, Investment Strategies, Fixed Annuities, Mutual Funds, FINRA, Saving for Education, Securities, ETFs, Qualified Retirement..., High Net Worth..., Investment Management, Retirement Plan..., Separately Managed..., Financial Modeling, Wealth

Education
Belmont Abbey College   1996 — 2000
Bachelor of Arts (B.A.), Business Administration

The American College
Chartered Financial Consultant - ChFC, Retirement planning for individuals and businesses

Experience
inVentiv Health  June 2014 - Present
Heel USA  October 2009 - June 2014
Wachovia Securities Financial Network   October 2007 - June 2009

Skills
Sales Operations, Cold Calling, Pharmaceutical Sales, Healthcare, Managed Care, Sales Management, Account Management, Sales Presentations, Product Launch, Selling, Management, Sales Process, Sales Force Development, Direct Sales, Selling Skills

Education
The University of New Mexico - Robert O. Anderson School of Management   1983 — 1985
Bachelor of Business Administration (BBA), Finance/accounting

The University of New Mexico   1979 — 1985

Experience
Wells Fargo Advisors, LLC  September 2006 - Present
Mercantile Bank  2002 - 2006
Wachovia Securities Financial Network   1999 - 2002
First Securities USA   1995 - 1999

Skills
Retirement Planning, Investments, Series 63

Education
University of Nebraska-Lincoln   1984 — 1992
B.A., Finance

Bellevue West High School   1981 — 1984

Experience
Ryley Carlock & Applewhite  March 2014 - Present
United States Air Force Reserve  March 2009 - Present
Attorney at Law  May 2008 - March 2014
Town of Cave Creek  June 2013 - February 2014
Waste Management, Inc.   June 2011 - August 2012
Glassman Foundation   2003 - May 2012
Democratic Nominee for United States Senate   April 2009 - November 2010
Wachovia Securities Financial Network   May 2008 - June 2009
Tucson City Council   November 2007 - April 2009
Business Consultant, KB Home   June 2004 - August 2007

Skills
Strategic Planning, Small Business, Real Estate, Contract Management, Training, Microsoft Excel, Negotiation, Process Improvement, Microsoft Word, Mergers, Customer Service, Policy Analysis, Government, Project Management, Management

Education
University of Arizona, James E. Rogers College of Law   2005 — 2007
JD, Environmental and Water Law

University of Arizona   2003 — 2005
PhD, Arid Land Resource Sciences

University of Arizona, Eller College of Management   2001 — 2002
MPA

University of Arizona, Eller College of Management   1999 — 2001
MBA, Business and Public Administration

University of Arizona   1997 — 1999
BS, Agricultural Economics

Experience
Utah Jazz  November 2013 - Present
Brooklyn Nets  September 2013 - October 2013
Memphis Grizzlies  September 2012 - September 2013
Minnesota Lynx  May 2012 - September 2012
Utah Jazz  September 2010 - September 2011
The University of Georgia  May 2009 - August 2010
The Red & Black Newspaper  August 2009 - January 2010
HSBT   September 2008 - August 2009
The UGA Athletic Association   July 2008 - August 2009
Wachovia Securities Financial Network   May 2008 - January 2009

Skills
Public Relations, Writing, Sports Marketing, Research, Press Releases, Advertising, Time Management, Management, Teamwork, Microsoft Excel, Event Planning, Social Media, Media Relations, Social Media Marketing, Sports, Publications, Social Networking, Fundraising, Newsletters

Education
The University of Georgia   2006 — 2010
Bachelor of Arts, Speech Communication

Experience
Antech Imaging Services   November 2014 - Present
MWI Veterinary Supply  October 2013 - October 2014
Ceva Animal Health  March 2012 - September 2013
Merck/Schering-Plough Pharmaceuticals  2007 - 2012
Wachovia Securities Financial Network   2003 - 2006
Deutsche Bank Securities  March 1999 - December 2002
Ernst & Young  1994 - 1999

Skills
Sales Management, New Business Development, Negotiation, Sales, Forecasting, Relationship Management, Competitive Analysis, Business Development, Account Management, Business Planning, Performance Management, Vaccines, Customer Service, Inventory Management, Human Resources, Salesforce.com, Product Launch, Key Account Management, Management, Market Planning, Pharmaceutical Industry, Pharmaceutical Sales, Sales Effectiveness, Sales Force Development, Sales Operations, Selling, Medical Devices, Selling Skills, Sales Process, Cold Calling, Capital Equipment, Team Building, Training, B2B, Infectious Diseases, Business Strategy, Recruiting, Hiring, Time Management, Veterinary Medicine, Marketing, Animal Nutrition, Client Education, Animal Welfare, Retail, Anesthesia, Pharmaceutics

Education
The Johns Hopkins University   2002 — 2004
BS, Business & Management

The Community College of Baltimore County   1994 — 1999
Associate of Arts (A.A.), General Studies

Experience
Cambridge Investment Research, Inc.   September 2014 - Present
BB&T Capital Markets  October 2012 - September 2014
Fidelity Investments  February 2011 - September 2012
E*TRADE Financial Corporation  September 2008 - February 2011
Wachovia Securities Financial Network   September 2004 - September 2008

Skills
Risk Management, Wealth Management, Mutual Funds, Series 63, Leadership, Investments, Series 7, Portfolio Management, Banking, Series 24, Financial Planning

Education
Duluth High School

Duluth High School

University of Maryland College Park

University of Maryland University College
Computer Science

Experience
Ashford University  February 2009 - May 2015
Wachovia Securities Financial Network   June 2006 - January 2009
Enterprise Rent-A-Car  January 1999 - June 2006

Skills
Admissions, Leadership Development, Coaching, Public Speaking, PowerPoint, Adult Education, Career Counseling, Distance Learning, Higher Education, Leadership, Recruiting, Staff Development, Student Financial Aid, Student Recruiting, Enrollment Management, CampusVue, Retaining Customers, Student Affairs, E-Learning, Resume Writing, Student Development, Academic Advising, Student Counseling, Conflict Resolution, Training, Educational Leadership, Community Outreach, Admissions Counseling, Employee Training, Organizational..., Interviews, Nonprofits, Critical Thinking, Organizational..., Volunteer Management, Higher Education..., Team Building, Customer Service, Management, Microsoft Office, Strategic Planning, Teaching, Microsoft Excel, Sales, Marketing, Event Planning

Education
Ashford University   2011 — 2012
Master's degree, Organizational Leadership

UC Irvine   1994 — 1997
BA Psychology and Social Behavior, Psychology

Citrus College   1992 — 1994
No, Psychology

Experience
Wachovia Securities Financial Network   2007 - 2009
Bank of America  2004 - 2007
Wells Fargo  2000 - 2004

Skills
Financial Advisory, Estate Planning, Portfolio Management, Strategic Planning, Mutual Funds, Financial Planning, Team Player, Top Performer, Customer Service

Education
University of California, Riverside   1999 — 2003
B.S., Business Administration., Finance Emphasis, Major GPA 3.5

Experience
BLW Financial Risk Consultant   October 2014 - Present
Aflac  March 2013 - Present
Legal Shield  August 2014 - Present
National Farm Life   September 2014 - Present
EIS Eldercare   October 2014 - Present
Wells Fargo Advisors  October 2008 - June 2009
Wachovia Securities Financial Network   January 2008 - October 2008
A. G. Edwards & Sons   August 1998 - January 2008
Merrill Lynch  May 1987 - August 1998
Various Investment Advisory Firms   October 1969 - May 1987

Skills
Financial risk..., life and heath..., Life Insurance, Disability Insurance, Term Life Insurance, Insurance, Health Insurance, Claim, Employee Benefits, Whole Life, Critical Illness, Accident Insurance, Dental Insurance, Vision Insurance, hospital supplemental..., Medicare Supplements, Legal Service Contract..., Identity Theft Solutions

Education
Texas Tech University

Experience
SunTrust  April 2014 - Present
suntrust  October 2008 - Present
Wachovia Securities Financial Network   2007 - 2008

Skills
Loans, Financial Risk, Finance, Management, Banking, Analysis, Root-cause analysis;..., Mortgage Banking, Process Improvement, Technical Support, Empower, Post Closing, Document Review, Regulatory Compliance, CAT Testing, Internal Audit, Technical Analysis, Technical Documentation, Customer Service, Loan Origination, Mortgage Lending, Risk Management, Credit, Business Analysis, Credit Analysis

Education
Strayer University (VA)   2011 — 2014
Master of Business Administration (M.B.A.), Finance/Professional Studies, 3.0

Strayer University (VA)   2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General, 3.2

Experience
MassMutual Financial Group  January 2014 - Present
Northwestern Mutual  July 2013 - January 2014
Portland Trail Blazers  June 2007 - July 2012
Wachovia Securities Financial Network   May 2006 - May 2007

Skills
Sports, Event Planning, Sports Management, Sports Marketing, Sponsorship, Ticket Sales, Social Networking, Sponsorship Sales, Social Media Marketing, Marketing, Facebook, Event Management, Public Relations, Sales, Social Media, Fundraising, Public Speaking, Leadership, Customer Service, Marketing Communications, Marketing Strategy, Media Relations, Time Management, PowerPoint

Education
University of Idaho   1997 — 2000
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication

Centennial High School   1990 — 1994
diploma

Experience
Abundance Wealth Counselors, LLC   March 2004 - Present
Susquehanna Bank  May 2002 - February 2004
Aris Corporation  February 2001 - May 2002
Wachovia Securities Financial Network   September 1992 - December 2000

Skills
Portfolio Management, Compliance, Executive Management, Fiduciary Services, Trust Services, Retirement Plan...

Education
University of Arizona
Bachelor's degree, Operations Management

Central Atlantic School of Trust & Investment Management

Experience
IBM  2012 - Present
IBM  2009 - 2012
Wachovia Securities Financial Network   2008 - 2009
Infiniti Trading   2007 - 2008

Skills
Solution Selling, Business Development, Financial Analysis, Business Analysis, Account Management, Cloud Computing, Business Intelligence, Strategy, SaaS, Leadership, Enterprise Software, Outsourcing, CRM

Education
University of Mississippi   2004 — 2008
Finance, Managerial Finance

Experience
Biblical Counseling & Training Ministries   September 2013 - Present
CCEF  2011 - 2013
Christian Counseling and Education Foundation   August 2011 - April 2012
Wachovia Securities Financial Network   April 2006 - June 2009
Morgan Keegan and Co., Inc   August 1999 - March 2006

Skills
Family Therapy, Theology, Nonprofits, Public Speaking, Community Outreach, Teaching, Mental Health Counseling, Leadership Development, Editing, Research, Psychotherapy, Fundraising, Biblical Studies, Volunteer Management, Pastoral Care, Discipleship, Biblical Counseling

Education
Westminster Theological Seminary   2010 — 2013
Master's degree, Biblical Counseling

University of Mississippi   1995 — 1999
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Experience
Merrimac Tile Company LLC   June 2013 - Present
Wachovia Securities Financial Network   November 2003 - June 2004
State Street  November 2000 - November 2003
Boston Financial Data Services  January 1998 - November 2000
Putnam Investments  February 1995 - January 1998

Skills
Finance, Management, Sales, Team Leadership, Accounting, Project Management

Education
University of Massachusetts Lowell   1992 — 1996
Liberal Arts and Sciences/Liberal Studies

Experience
Aequitas Capital Management  February 2014 - Present
Ares Management  May 2011 - February 2014
Columbia Management  July 2008 - May 2011
Wachovia Securities Financial Network   2007 - 2008

Skills
CDO, Fixed Income, CLO, High Yield, Bloomberg, Bonds, Alternative Investments, ABS, Structured Products, Hedge Funds, Structured Finance, Securitization, Leveraged Finance, Credit Derivatives, Capital Markets, Derivatives, CMBS, Bloomberg Terminal, Valuation

Education
University of Central Florida   2000 — 2005
Finance

Experience
Charles Schwab  April 2011 - Present
PLANCO  May 2007 - December 2008
Wachovia Securities Financial Network   2003 - 2005
Dreyfus  2001 - 2003
Merrill Lynch Investment Managers  1999 - 2000
Smith Barney  1996 - 1999

Education
University of Miami   1988 — 2003
Bachelor of Science (BSc), Communications

Hollywood Hills High

The University of Texas at Austin
Bachelor of Science (BSc)

Experience
Raymond James & Associates Inc.   January 2015 - Present
RBC Wealth Management  May 2007 - January 2015
Wachovia Securities Financial Network   July 2003 - May 2007
Prudential Financial  September 1999 - July 2003
Merrill Lynch, Pierce, Fenner & Smith Incorp.   May 1997 - September 1999
Bear, Stearns & Co. Inc.   July 1989 - May 1997
Sutro & Co. Inc.   January 1987 - July 1989

Skills
Wealth Management, Wealth Accumulation, Portfolio Management, Investments, Mortgage Lending, Fixed Income Strategies

Education
University of Southern California - Marshall School of Business   1980 — 1981

University of California, Irvine   1974 — 1978
Bachelor of Arts (BA), Economics

Experience
Ed Voyles Honda  December 2005 - 2013
Wachovia Securities Financial Network   January 2003 - December 2005
A.G. Edwards & Sons, Inc.   January 1997 - December 2003

Skills
Retirement Planning, Series 7, Financial Planning, Wealth Management, Mutual Funds, Annuities, Investment Advisory, Retirement, Investments, Estate Planning, Asset Allocation, Long Term Care, Series 63, Asset Management, Bonds, Securities, Portfolio Management, Investment Strategies, Equities, Alternative Investments, Options, Asset, Financial Analysis, Hedge Funds, Risk Management, Insurance, Mortgage, Loans, Credit, Asset Managment, Strategic Financial..., Dealer Management, CRM, Automotive, Fleet Management, Automobile, Vehicles, Dealers, Management, Automotive Aftermarket, Warranty, Banking, Profit, Long-term Care, Sales Process, Customer Retention, Customer Satisfaction, Mortgage Lending, Reynolds, Gross Profit

Education
University of Alabama at Birmingham   1994 — 1998
Bachelor of Science, Double Major of Finance and Investments and Instituitions

Experience
Ralph Lauren  June 2009 - Present
Time Warner Cable  February 2005 - April 2008
Wachovia Securities Financial Network   January 2003 - February 2004
Prudential Financial  2000 - 2002
US Navy  September 1991 - April 2000

Skills
Windows 7, Troubleshooting, Technical Support, ITIL, Active Directory, Help Desk Support, Customer Service, BMC Remedy, Call Center, Incident Management, XP, System Administration, VPN, Servers, Call Centers, Citrix, Microsoft Exchange, Lotus Notes, Computer Hardware, IT Operations, System Deployment, Windows Server, Disaster Recovery, Hardware, Windows XP

Education
Guildford Technical Community College

The Chubb Institute

University of Central Florida

Experience
BFG Communications  January 2014 - Present
BFG Communications  2012 - 2014
BFG Communications  2006 - 2012
BFG Communications  2005 - 2006
Freelance  2004 - 2005
Wachovia Securities Financial Network   2001 - 2003
GKM Securities   2000 - 2001

Education
The Johns Hopkins University

Experience
Unified Trust Company, NA  February 2008 - Present
Wachovia Securities Financial Network   2003 - 2005

Skills
Defined Benefit, Retirement Planning, 401k, Customer Service, Retirement, Investment Advisory, Wealth Management, Mutual Funds, Investment Strategies, Investments, Pensions, Financial Advisory, Asset Allocation, Strategic Financial..., Series 7

Education
Transylvania University   2001 — 2005

Experience
Sony Electronics  February 2008 - Present
Wachovia Securities Financial Network   June 2007 - August 2007

Skills
Java, MySQL, Embedded Systems, Embedded Software, Android, Digital TV, Mobile Applications, Embedded Linux, RTOS, Device Drivers, Debugging, Set Top Box, ARM, Linux Kernel, H.264, Firmware, Digital Signal..., MPEG2, Bluetooth

Education
University of North Carolina at Charlotte   2006 — 2007

University of Mumbai

Experience
Global Wine Partners   February 2007 - Present
US Advisors, LLC   2005 - 2007
Sonoma Valley Visitors Bureau  December 2002 - December 2004
Wachovia Securities Financial Network   April 1995 - September 2002
Legg Mason  1992 - 1994

Education
University of Iowa

Experience
Signature Consultants  September 2015 - Present
Abacus Group  April 2014 - August 2015
Wachovia, A Wells Fargo Company  June 2009 - October 2014
Wachovia Securities Financial Network   2004 - 2009
Wachovia Securities Financial Network   1999 - 2004
Acentron Technologies  June 1998 - June 1999
Osprey  1996 - 1998
Litton  August 1995 - September 1996

Skills
SQL, Java, Databases, VB.NET, Visual Basic, Data Analysis, .NET, Microsoft Technologies, Microsoft Office, Grid Computing, Eclipse, XML, Cache Coherency, Object Oriented Design, OLAP, C# 4.0, C# 3.0, Spring, Maven, JIRA, Ant, Object Oriented Software, Information Security

Education
University of North Carolina at Charlotte   1992 — 1995
MS, Applied Physics

University of Rochester   1988 — 1991
BS, Optics/Optical Sciences

Newman High School   1981 — 1985

Experience
Stanford University  May 2013 - Present
University of Southern California  January 2012 - May 2013
UCLA  2009 - January 2012
Capital Group  January 2008 - September 2009
Wachovia Securities Financial Network   June 2007 - January 2008
BDS Marketing  June 2007 - January 2008

Skills
Financial Analysis, PowerPoint, Microsoft Excel

Education
University of California, Irvine   2006 — 2009
Bachelors, Economics

Experience
LPL Financial  September 2009 - Present
Wachovia Securities Financial Network   December 2001 - 2008
Morgan Stanley  April 1992 - December 2001

Skills
Retirement, Retirement Planning, IRAs, Investment Advisory, 401k, Fixed Annuities, Wealth Management, Mutual Funds, Series 7(through lpl..., Series 63 Through LPL..., Series 65 Through LPL..., Series 24 Throuugh LPL...

Education
University of California, Santa Barbara
B.A., Liberal Arts

Experience
Wunderlich Securities  January 2008 - Present
Wachovia Securities Financial Network   January 1998 - January 2008

Education
University of Central Florida   1992 — 1994
Business

Experience
Gymboree  2010 - Present
MV LIVING DESIGN   2008 - Present
Gymboree  2012 - 2012
CASH FLOW FINANCIAL   2003 - 2008
American Airlines  1990 - 2000
Wachovia Securities Financial Network   1990 - 1990

Skills
International Relations, International Business, International..., Interior Design, Business Development, Payroll, New Hire Orientations, New Hire Paperwork, New Hire Training, Interviews, Human Resource..., Visual Merchandising, Visual Communication, Store Displays, Store Operations, Store Management, Loss Prevention, Advertising, Graphic Design, Home Staging, Illustrator, Photoshop, InDesign, Entrepreneurship, Web Design, Retail, Sales, Recruiting, Customer Service, Training

Education
Université Paris - Val-de-Marne (Paris XII)   1986 — 1989
Bachelor of Science (B.S.), Economics, Statistics, and Management

AMERICAN AIRLINES
Commitment to Leadership

Experience
Ecopolis   2002 - Present
McGinnis Construction   1980 - Present
Wachovia Securities Financial Network   1993 - 2001

Skills
Real Estate, Investment Properties, Residential Homes, Sellers, Short Sales, Property Management, REO, Investors, Foreclosures, Real Estate Development, Single Family Homes, First Time Home Buyers, Condos, Real Estate Transactions, Buyer Representation

Education
The University of Texas at Austin
Master of Business Administration (MBA), Accounting and Finance

Tulane University
Bachelor of Science (BS), Civil Engineering

Experience
Medivest  May 2008 - Present
PMSI Settlement Solutions  July 2005 - April 2007
Wachovia Securities Financial Network   April 2002 - September 2003

Skills
Insurance, Health Insurance, Workers Compensation, Liability, Medicare, Sales, Employee Benefits, Claim, Claims Management, Customer Service, Healthcare, Medicaid, Microsoft Office, Microsoft Excel, Public Speaking, Direct Sales, Brokers, Sales Process, Underwriting, Cold Calling

Education
University of North Carolina at Charlotte   1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General

Experience
Robert W. Baird  March 2009 - Present
Merrill Lynch  October 2006 - March 2009
Wachovia Securities Financial Network   2001 - 2006
Wachovia Securities Financial Network   2001 - 2006

Education
University of Arizona   1988 — 1994
Bachelor, Business and Communications

Experience
William Blair & Company  April 2012 - Present
Booz Allen Hamilton  November 2010 - April 2012
Gaming Market Advisors   January 2009 - May 2009
Brand Connections  January 2005 - March 2009
Wachovia Securities Financial Network   November 2008 - January 2009
Booz Allen Hamilton  June 2008 - August 2008

Skills
Financial Analysis, Financial Modeling, Market Research, Microsoft Excel, Valuation, PowerPoint, Business Strategy, Microsoft Office, Strategic Planning, Marketing, Finance, Project Management, Investments, Microsoft Project-..., Proposal Writing

Education
Daniels College of Business, University of Denver   2009 — 2010
MBA

University of Denver   2005 — 2009
BSBA, Finance

University of Economics, Prague   2007 — 2008

Experience
BAMKO  October 2011 - Present
Yoga Tree Colorado   January 2011 - Present
Situs Real Estate   January 2010 - Present
Wachovia Securities Financial Network   May 2005 - December 2009

Skills
Microsoft Office, Strategic Planning, Customer Service, Microsoft Excel, Public Speaking, Negotiation, PowerPoint, Marketing Strategy, Marketing, Social Media, New Business Development, Sales, Event Planning, Social Media Marketing, Sales Management, Financial Analysis, Team Building, Microsoft Word, Budgets, Business Development, Real Estate

Education
The University of Texas at Austin   2001 — 2005
Bachelor of Business Administration (BBA), Business Honors

Experience
MedCost  July 2015 - Present
Senn Dunn Insurance, a Marsh & McLennan Agency LLC Company   January 2013 - June 2015
Hoffman & Hoffman, Inc.   November 2006 - December 2012
DMJ Wealth Advisors, LLC   2005 - 2006
Wachovia Securities Financial Network   2004 - 2005

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Human Resources, Employee Relations, Employee Benefits, FMLA, Financial Analysis, Event Planning

Education
University of North Carolina at Wilmington   2001 — 2004
Bachelor's degree, Business Administration, Finance

Western Guilford High School   1997 — 2001

Experience
TPG Advisors   September 2012 - Present
MassMutual Financial Group  August 2010 - November 2012
Allstate Financial Services  June 2003 - August 2010
Wachovia Securities Financial Network   October 1997 - May 2003
Merrill Lynch  November 1992 - November 1997

Skills
Financial Services, Investments, Securities, Retirement, Finance, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Mortgage Lending, Mutual Funds, Series 7, Retirement Planning, Wealth Management, Strategy, Asset Allocation, Business Strategy

Education
Thunderbird School of Global Management   1983 — 1984
MBA, International Management

Experience
Morningstar Investment Services  May 2014 - Present
Morningstar  January 2012 - May 2014
Ellwood Associates  March 2010 - January 2012
Ellwood Associates  June 2009 - June 2010
Wachovia Securities Financial Network   June 2008 - August 2008

Skills
Portfolio Management, Asset Allocation, Investment Research, Client Presentation, Fixed Income, Capital Markets, Investments, Mutual Funds, Morningstar Direct, Factset

Education
University of Michigan   2005 — 2009
BA, Economics

Experience
UBS Financial Services  January 2007 - Present
Wachovia Securities Financial Network   January 1988 - January 2007

Education
Trinity College-Hartford   1960 — 1964
BA, Economics

McDonogh School   1948 — 1960
Secondary School

Experience
Zacks Investment Research  2008 - Present
Magnetic Finger   2003 - Present
Wachovia Securities Financial Network   2001 - 2003
Rauscher Pierce Refsnes Inc.  1994 - 2001
Eppler Guerin & Turner Inc.   1989 - 1994
Rotan Mosle Inc.   1985 - 1989
H.C Copeland & Assosciates   1983 - 1985

Skills
Alternative Investments, Series 7, Mutual Funds, Investments, Securities, Equities, Wealth Management, Portfolio Management, Investment Advisory, Series 63, Asset Allocation, Asset Management, Series 65, Presentations, Risk Management

Education
Texas State University-San Marcos   1978 — 1983
Bachelor of Arts (B.A.), Public Relations/Image Management

Experience
Hurwitz Associates, Inc.   June 2012 - Present
Wunderlich Securities  September 2002 - June 2012
Wunderlich Securities  September 2002 - June 2012
Wachovia Securities Financial Network   1998 - 2002
Merrill Lynch  1994 - 1998

Skills
Asset Allocation, Financial Analysis, IRAs, Investments, Mutual Funds, FINRA, Finance

Education
University of Kansas   1980 — 1981
MBA, Finance / Investment

University of Kansas   1975 — 1981
BS in Mechanical Engineering/ MBA, Modern Portfolio Theory.

University of Kansas   1975 — 1980
Bachelor of Science (BS), Mechanical Engineering

Experience
Acxiom  December 2005 - Present
Wachovia Securities Financial Network   June 2000 - December 2005

Education
University of Illinois at Urbana-Champaign   1991 — 1995
Bachelor's, Psychology

Experience
Wells Fargo Financial  Supervisor llWells Fargo FinancialSeptember 2008 - Present
Wachovia Securities Financial Network   July 2006 - September 2008

Education
University of North Carolina at Charlotte   1992 — 1994
B.A., Psychology

Experience
Citi  June 2007 - April 2013
Wachovia Securities Financial Network   March 1999 - June 2007
Hospital Billing & Collection Services   May 1993 - March 1999

Skills
Retail Banking, Relationship Management, Credit, Banking, Small Business Lending, Series 7, Series 63, Insurance, Training, Hiring, Credit Cards, Commercial Banking, Cross Selling, Wealth Management

Education
University of Delaware   1992 — 1997
Bachelor of Arts (BA), Business Administration and Management, General

Experience
Wells Fargo Capital Finance  January 2014 - Present
Wells Fargo Capital Finance  June 2011 - January 2014
Wells Fargo  June 2009 - June 2011
Wachovia Securities Financial Network   July 2007 - January 2009

Skills
Asset Based Lending, Credit Analysis, Commercial Banking, Credit, Commercial Lending, Loans, Banking, Portfolio Management, Cross Selling, Relationship Management, Small Business Lending, Credit Risk, Lines Of Credit, Underwriting

Education
University of Florida   2003 — 2007
Bachelor's degree, Finance, General

Experience
Toyota of Hattiesburg   October 2012 - Present
Wachovia Securities Financial Network   August 2008 - August 2009
Best Buy  February 2007 - May 2008
Circuit City  February 2003 - June 2007

Education
The University of Southern Mississippi   2002 — 2004

Experience
VCU Medical Center  March 2014 - Present
Virginia Premier Health Plan, Inc.   January 2013 - March 2014
URS Corporation  February 2011 - January 2013
URS Corporation  August 2008 - February 2011
URS Corporation  September 2007 - August 2008
Wachovia Securities Financial Network   November 2006 - September 2007

Skills
Process Improvement, Financial Analysis, Financial Reporting, Budget Process, Budget, Analysis, Management, Finance, Financial Modeling, ERP, Communication, Data Analysis, Budget Management, System Administration, Technical Liaison, Compensation, Customer Relations, Physician Compensation, Project Management

Education
Strayer University (VA)   2006 — 2007
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General

Old Dominion University - College of Business and Public Administration   1999 — 2004
Bachelor of Business Administration (BBA), Business Administration and Management, General

Experience
Oaks Christian School  August 2003 - Present
Wachovia Securities Financial Network   September 1999 - August 2003
Inverworld, Inc.   March 1998 - May 1999

Skills
Native English/Spanish...., Spanish, Teaching, Coaching, Public Speaking, Higher Education, Fundraising, Editing, Program Development, Tutoring, Nonprofits, Project Management, Customer Service, Community Outreach, Event Planning, Volunteer Management, Creative Writing, Microsoft Office, Research, Curriculum Design, Microsoft Excel, Blogging, Leadership Development, Team Building, Educational Leadership, Microsoft Word, Leadership, Budgets, Curriculum Development, Strategic Planning, Marketing, Photoshop, PowerPoint

Education
The University of Texas at San Antonio   1997 — 1997
1st semester, MBA, 4.0

Texas Christian University   1994 — 1996
Bachelor of Arts (B.A.), English / Business / Spanish, 4.0

Tarrant County College   1992 — 1994
Associate's degree

Experience
Palmetto State Financial Advisors, LLC   June 2011 - Present
Wachovia Securities Financial Network   August 2005 - June 2011
Merrill Lynch  April 1995 - August 2005
Bristol Bay Area Health Corporation  July 1992 - October 1993

Skills
Customer Service, Strategic Planning, Team Building, Sales Management, Microsoft Office, Mobile Devices, Microsoft Excel, Sales, Negotiation, Marketing, Project Management, Marketing Strategy

Education
University of North Carolina at Chapel Hill   1987 — 1992
Bachelor of Science (BS), Business Administration and Management, General