Walnut Street Securities
Industry: Company
DescriptionHeadquarters: New York City, NY Founded: 1984 Parent organizations: MetLife, Cetera Advisor Networks LLC People also search for: MetLife,
Walnut Street Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Walnut Street Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Walnut Street Securities Salaries. You can even request information on how much does Walnut Street Securities pay if you want to. Learn about salaries, pros and cons of working for Walnut Street Securities directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
38 Walnut Street Securities employees in database. Find out everything there's to know about Walnut Street Securities employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Walnut Street Securities Employees
Employee
Years
Job
Industry
Sheila Student Owens Sheila Student Owens's Walnut Street Securities Experience October 2004 - September 2009
Job Vice President Finance at Oak Ridge Financial
Industry Investment Management
Experience
Oak Ridge Financial September 2009 - Present
Walnut Street Securities October 2004 - September 2009
Securities Service Network February 1999 - October 2004
Prudential Securities January 1996 - February 1999
Skills
Finra Series 7 and 24, State Securities Series..., Minnesota Insurance..., Customer Service, Team Building, Management, Investments, Strategy
Education
University of Notre Dame 1974 — 1978
Bachelor of Business Administration (BBA), Business and Accounting, Cum laude
Oak Ridge Financial September 2009 - Present
Walnut Street Securities October 2004 - September 2009
Securities Service Network February 1999 - October 2004
Prudential Securities January 1996 - February 1999
Skills
Finra Series 7 and 24, State Securities Series..., Minnesota Insurance..., Customer Service, Team Building, Management, Investments, Strategy
Education
University of Notre Dame 1974 — 1978
Bachelor of Business Administration (BBA), Business and Accounting, Cum laude
Mike Olsen's Walnut Street Securities Experience May 1994 - June 2001
Job Seeking Next Opportunity at Sales Manager / Relationship Manager
Industry Business Supplies and Equipment
Experience
Wireless Advocates June 2015 - Present
Seeking Next Opportunity September 2014 - Present
Lamcraft, Inc. September 2013 - September 2014
National Seminars Group September 2012 - February 2013
Deluxe Corporation 2010 - 2011
goWireless! (exclusive T-mobile dealer) October 2007 - February 2010
RadioShack September 2004 - October 2007
Sterneck Capital Management June 2004 - January 2007
Berthel Fisher & Company Financial Services June 2001 - April 2003
Walnut Street Securities May 1994 - June 2001
Skills
Sales, Sales Management, Business Development, Opening New Accounts, New Business Generation, Professional..., Employee Training, Outside Sales, Inside Sales, Consultative Selling..., Relationship Management, Skilled Relationship..., Prospecting Skills, B2B, Account Management, Call Management, Customer Satisfaction, Listening to customers, Customer Service, Capital Markets, Investment Management, Portfolio Management, Asset Managment, Investment Strategies, Financial Advisory, Personal Financial..., Equity Research, Equity Trading, Team Leadership, Team Building, Organizational..., Recruiting, Training, Coaching, Sales Rep Training, Goal Setting, Inventory Management, Salesforce.com, GoToMeeting, WebEx, Microsoft Excel, Microsoft Word, SEM, SEO, Social Media, Problem Solving, Communication, Strategic Planning, Negotiation, Business Strategy
Education
University of Kansas 1988 — 1993
B.S. Business Administration, Finance/Political Science
Shawnee Mission South
Wireless Advocates June 2015 - Present
Seeking Next Opportunity September 2014 - Present
Lamcraft, Inc. September 2013 - September 2014
National Seminars Group September 2012 - February 2013
Deluxe Corporation 2010 - 2011
goWireless! (exclusive T-mobile dealer) October 2007 - February 2010
RadioShack September 2004 - October 2007
Sterneck Capital Management June 2004 - January 2007
Berthel Fisher & Company Financial Services June 2001 - April 2003
Walnut Street Securities May 1994 - June 2001
Skills
Sales, Sales Management, Business Development, Opening New Accounts, New Business Generation, Professional..., Employee Training, Outside Sales, Inside Sales, Consultative Selling..., Relationship Management, Skilled Relationship..., Prospecting Skills, B2B, Account Management, Call Management, Customer Satisfaction, Listening to customers, Customer Service, Capital Markets, Investment Management, Portfolio Management, Asset Managment, Investment Strategies, Financial Advisory, Personal Financial..., Equity Research, Equity Trading, Team Leadership, Team Building, Organizational..., Recruiting, Training, Coaching, Sales Rep Training, Goal Setting, Inventory Management, Salesforce.com, GoToMeeting, WebEx, Microsoft Excel, Microsoft Word, SEM, SEO, Social Media, Problem Solving, Communication, Strategic Planning, Negotiation, Business Strategy
Education
University of Kansas 1988 — 1993
B.S. Business Administration, Finance/Political Science
Shawnee Mission South
Pamela Abercrombie Capps Pamela Abercrombie Capps's Walnut Street Securities Experience August 2001 - September 2008
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS July 2012 - Present
Morgan Stanley Wealth Management October 2008 - June 2012
Walnut Street Securities August 2001 - September 2008
Capaha Bank 1984 - 2001
Skills
Comprehensive Planning, Business Development, Investment Strategies, Certified Financial..., R, Investments, Financial Modeling, Saving for Education, Wealth Management..., 529 Plans, Investment Advisory, Roth IRA, 401k Rollovers, IRAs, Retirement Planning, Series 7, Series 65, Uniform Combined State..., Wealth Management, College Savings Plans, Asset Allocation, Banking, Retirement, Investment Management, Alternative Investments, Estate Planning
Education
Ellington High School 1976 — 1979
College for Financial Planning
Certification, Financial Planning and Services
Southeast Mo State University
Bachelor's degree, General Business
UBS July 2012 - Present
Morgan Stanley Wealth Management October 2008 - June 2012
Walnut Street Securities August 2001 - September 2008
Capaha Bank 1984 - 2001
Skills
Comprehensive Planning, Business Development, Investment Strategies, Certified Financial..., R, Investments, Financial Modeling, Saving for Education, Wealth Management..., 529 Plans, Investment Advisory, Roth IRA, 401k Rollovers, IRAs, Retirement Planning, Series 7, Series 65, Uniform Combined State..., Wealth Management, College Savings Plans, Asset Allocation, Banking, Retirement, Investment Management, Alternative Investments, Estate Planning
Education
Ellington High School 1976 — 1979
College for Financial Planning
Certification, Financial Planning and Services
Southeast Mo State University
Bachelor's degree, General Business
Alberto E. Rivera Cintrón's Walnut Street Securities Experience April 1998 - August 2008
Job Registered Representative at Nationwide Planning Associates, Inc.
Industry Financial Services
Experience
Nationwide Planning Associates, Inc. November 2014 - Present
The 401(k) Company Of Puerto Rico, Inc. 1995 - Present
Walnut Street Securities April 1998 - August 2008
Skills
Retirement Planning, 401k, Retirement, 401k Rollovers, Investments, Investment Advisory, Fixed Annuities, Financial Planning, Financial Advisory, Wealth Management, Mutual Funds, Life Insurance, Employee Benefits, Strategic Planning, IRAs, Disability Insurance, Strategic Financial..., Variable Annuities, Profit Sharing, Keogh Plans, Series 7
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Fiduciary Studies
Nationwide Planning Associates, Inc. November 2014 - Present
The 401(k) Company Of Puerto Rico, Inc. 1995 - Present
Walnut Street Securities April 1998 - August 2008
Skills
Retirement Planning, 401k, Retirement, 401k Rollovers, Investments, Investment Advisory, Fixed Annuities, Financial Planning, Financial Advisory, Wealth Management, Mutual Funds, Life Insurance, Employee Benefits, Strategic Planning, IRAs, Disability Insurance, Strategic Financial..., Variable Annuities, Profit Sharing, Keogh Plans, Series 7
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Fiduciary Studies
Susan Yeatts, CFP, ChFC, EA Susan Yeatts, CFP, ChFC, EA's Walnut Street Securities Experience March 2000 - September 2013
Job OSJ Branch Manager, Financial Planner at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC September 2013 - Present
Intuit January 2012 - Present
Susan Yeatts, EA January 2004 - Present
Carolina Wealth Management, LLC April 2001 - Present
Walnut Street Securities March 2000 - September 2013
Budget Rent a Car May 1992 - August 1997
Dollar Rent A Car December 1995 - August 1996
Skills
Compliance, Practice Management, Tax, Tax Preparation, Insurance, Business Planning, Small Business, Public Speaking, Marketing, Training
Education
University of South Carolina - The Moore School of Business 2003 — 2005
MBA
Mary Baldwin College 1998 — 2000
MAT, Teaching
Sweet Briar College 1991 — 1995
BA, Sociology
Brookland Cayce 1987 — 1991
High School Diploma
Cetera Advisor Networks LLC September 2013 - Present
Intuit January 2012 - Present
Susan Yeatts, EA January 2004 - Present
Carolina Wealth Management, LLC April 2001 - Present
Walnut Street Securities March 2000 - September 2013
Budget Rent a Car May 1992 - August 1997
Dollar Rent A Car December 1995 - August 1996
Skills
Compliance, Practice Management, Tax, Tax Preparation, Insurance, Business Planning, Small Business, Public Speaking, Marketing, Training
Education
University of South Carolina - The Moore School of Business 2003 — 2005
MBA
Mary Baldwin College 1998 — 2000
MAT, Teaching
Sweet Briar College 1991 — 1995
BA, Sociology
Brookland Cayce 1987 — 1991
High School Diploma
Alex Wight Alex Wight's Walnut Street Securities Experience November 2011 - July 2012
Job Independent Advisor at Cetera Advisor Networks
Industry Insurance
Experience
Atlantic Pawn January 2015 - Present
Nationwide Insurance January 2013 - January 2015
ING Financial Partners July 2012 - December 2012
Walnut Street Securities November 2011 - July 2012
Merrill Lynch September 2011 - November 2011
Skills
Financial Planning, Public Speaking, Series 7, Life & Health Insurance..., Series 66, Series 63, Strategic Financial..., Property & Casualty..., Retirement Planning, 401k Rollovers, Uniform Combined State..., Portfolio Management
Education
Salisbury University 2008 — 2012
Bachelor of Science (B.S.), Finance
Atlantic Pawn January 2015 - Present
Nationwide Insurance January 2013 - January 2015
ING Financial Partners July 2012 - December 2012
Walnut Street Securities November 2011 - July 2012
Merrill Lynch September 2011 - November 2011
Skills
Financial Planning, Public Speaking, Series 7, Life & Health Insurance..., Series 66, Series 63, Strategic Financial..., Property & Casualty..., Retirement Planning, 401k Rollovers, Uniform Combined State..., Portfolio Management
Education
Salisbury University 2008 — 2012
Bachelor of Science (B.S.), Finance
Erika Kirby's Walnut Street Securities Experience March 2001 - September 2002
Job Senior Research Analyst / Grants Manager at BlueCross BlueShield of SC Foundation
Industry Philanthropy
Experience
BlueCross BlueShield of SC Foundation February 2013 - Present
SC Department of Health and Environmental Control October 2002 - February 2013
VITA Consulting April 2001 - April 2005
University of South Carolina College of Nursing January 2003 - May 2004
Walnut Street Securities March 2001 - September 2002
Palmetto Baptist Medical Center September 1996 - March 2001
Northeast Georgia Medical Center June 1995 - September 1996
Skills
Project Management, Program Evaluation, Solution Implementation, Grant Administration, Grant Writing, Strategic Communications, Leadership, Strategic Planning, Strategic Partnerships, Program Development, Public Health, Fundraising, Capacity Building, Program Management, Nonprofits
Education
University of South Carolina - Darla Moore School of Business 1999 — 2000
Master of Business Administration (M.B.A.), Marketing
University of Dayton 1990 — 1994
Bachelor's Degree, Dietetics/Pre-Med
BlueCross BlueShield of SC Foundation February 2013 - Present
SC Department of Health and Environmental Control October 2002 - February 2013
VITA Consulting April 2001 - April 2005
University of South Carolina College of Nursing January 2003 - May 2004
Walnut Street Securities March 2001 - September 2002
Palmetto Baptist Medical Center September 1996 - March 2001
Northeast Georgia Medical Center June 1995 - September 1996
Skills
Project Management, Program Evaluation, Solution Implementation, Grant Administration, Grant Writing, Strategic Communications, Leadership, Strategic Planning, Strategic Partnerships, Program Development, Public Health, Fundraising, Capacity Building, Program Management, Nonprofits
Education
University of South Carolina - Darla Moore School of Business 1999 — 2000
Master of Business Administration (M.B.A.), Marketing
University of Dayton 1990 — 1994
Bachelor's Degree, Dietetics/Pre-Med
chuck sanford's Walnut Street Securities Experience January 2003 - January 2005
Job ITT TECHNICAL SCHOOL STUDENT
Industry Computer Networking
Experience
Carl Gregory Chrysler Jeep Dodge April 2011 - Present
chaparrel gmc buick April 2013 - April 2013
village cadillac toyota January 2004 - January 2007
walnut street securities January 2003 - January 2005
Insulating Coatings Corporation 1996 - 2000
Skills
Vehicles, Automotive, Profit, Dealers, Reynolds, Dealer Management, Automotive Aftermarket, Gross Profit, Inventory Management, Objection Handling, Customer Retention, Sales Process, Customer Satisfaction, Sales, Automotive Repair, Sales Operations, Team Building
Education
ITT Technical Institute-Boise 2015 — 2016
Network and System Administration/Administrator
East Tennessee State University 2010 — 2011
Political Science and Government
Carl Gregory Chrysler Jeep Dodge April 2011 - Present
chaparrel gmc buick April 2013 - April 2013
village cadillac toyota January 2004 - January 2007
walnut street securities January 2003 - January 2005
Insulating Coatings Corporation 1996 - 2000
Skills
Vehicles, Automotive, Profit, Dealers, Reynolds, Dealer Management, Automotive Aftermarket, Gross Profit, Inventory Management, Objection Handling, Customer Retention, Sales Process, Customer Satisfaction, Sales, Automotive Repair, Sales Operations, Team Building
Education
ITT Technical Institute-Boise 2015 — 2016
Network and System Administration/Administrator
East Tennessee State University 2010 — 2011
Political Science and Government
Ron Walters, Jr. Ron Walters, Jr.'s Walnut Street Securities Experience March 2008 - Present
Job Settlement Consultant with Structured Financial Associates
Industry Insurance
Experience
Walnut Street Securities March 2008 - Present
Structured Financial Associates August 2005 - Present
West Virginia Secretary of State June 2005 - August 2005
West Virginia Higher Education Policy Commission June 2003 - August 2003
Education
Royal Holloway, University of London 2009 — 2010
MSc, International Management
West Virginia University 2002 — 2007
BS, Entrepreneurship, Communications
Walnut Street Securities March 2008 - Present
Structured Financial Associates August 2005 - Present
West Virginia Secretary of State June 2005 - August 2005
West Virginia Higher Education Policy Commission June 2003 - August 2003
Education
Royal Holloway, University of London 2009 — 2010
MSc, International Management
West Virginia University 2002 — 2007
BS, Entrepreneurship, Communications
Dev Goswami, CFP® Dev Goswami, CFP®'s Walnut Street Securities Experience September 2000 - February 2002
Job Financial Services Representative, Financial Advisor at Metlife Securities, Inc.
Industry Financial Services
Experience
Florida Financial Group, an Office of Metlife December 2010 - Present
The O.N. Equity Sales Company March 2003 - November 2010
Walnut Street Securities September 2000 - February 2002
Skills
Retirement Planning, Risk Management, Investments, Investment Strategies, Investment Advisory, Wealth Management, Annuities, Asset Allocation, Disability Insurance, Mutual Funds, 401k, Long Term Care, Health Insurance, Life Insurance, Health Savings Accounts, 529 Plans, Managed Money, Qualified Retirement..., Simple IRA, SEP IRA, 401k Rollovers, Roth IRA, Traditional IRA, Estate Organization, Estate Conservation..., Fixed Annuities, Retirement, Financial Services
Education
Gujarat University 1971 — 1976
BE, Mechanical Engineering
Florida Financial Group, an Office of Metlife December 2010 - Present
The O.N. Equity Sales Company March 2003 - November 2010
Walnut Street Securities September 2000 - February 2002
Skills
Retirement Planning, Risk Management, Investments, Investment Strategies, Investment Advisory, Wealth Management, Annuities, Asset Allocation, Disability Insurance, Mutual Funds, 401k, Long Term Care, Health Insurance, Life Insurance, Health Savings Accounts, 529 Plans, Managed Money, Qualified Retirement..., Simple IRA, SEP IRA, 401k Rollovers, Roth IRA, Traditional IRA, Estate Organization, Estate Conservation..., Fixed Annuities, Retirement, Financial Services
Education
Gujarat University 1971 — 1976
BE, Mechanical Engineering
Patty Flack Patty Flack's Walnut Street Securities Experience 1997 - 2006
Job Regional compliance
Industry Financial Services
Experience
LPL Financial July 2013 - Present
Orlans January 2013 - July 2013
Penn Mutual January 2007 - January 2013
MetLife 1997 - 2007
Walnut Street Securities 1997 - 2006
Skills
FINRA, Series 24, Financial Services, Asset Management, Fixed Annuities, Auditing, AML, Investment Advisory
Education
Adrian College
LPL Financial July 2013 - Present
Orlans January 2013 - July 2013
Penn Mutual January 2007 - January 2013
MetLife 1997 - 2007
Walnut Street Securities 1997 - 2006
Skills
FINRA, Series 24, Financial Services, Asset Management, Fixed Annuities, Auditing, AML, Investment Advisory
Education
Adrian College
Barbara A. Richards Barbara A. Richards's Walnut Street Securities Experience February 1997 - December 1997
Job Learning and Development Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2013 - Present
U.S. Bank June 2010 - Present
MetLife September 2008 - December 2009
MetLife December 2007 - September 2008
MetLife December 1997 - January 2007
Walnut Street Securities February 1997 - December 1997
Walnut Street Securities September 1993 - December 1997
Edward Jones May 1990 - September 1993
Edward Jones April 1986 - May 1990
Edward Jones April 1987 - April 1990
Skills
Sales, Corporate Training, Training, Insurance, Training Programs, Workshop Facilitation, Leadership, Project Management, Mentoring, Cross-functional Team..., Talent Management, Management, Employee Training, Program Management, Team Building, Life Insurance, Process Improvement, Coaching, Customer Service, Recruiting, Marketing, Strategy, Strategic Planning
Education
University of Missouri-Saint Louis 1979 — 1983
BS, Administration of Justice
Wells Fargo Advisors August 2013 - Present
U.S. Bank June 2010 - Present
MetLife September 2008 - December 2009
MetLife December 2007 - September 2008
MetLife December 1997 - January 2007
Walnut Street Securities February 1997 - December 1997
Walnut Street Securities September 1993 - December 1997
Edward Jones May 1990 - September 1993
Edward Jones April 1986 - May 1990
Edward Jones April 1987 - April 1990
Skills
Sales, Corporate Training, Training, Insurance, Training Programs, Workshop Facilitation, Leadership, Project Management, Mentoring, Cross-functional Team..., Talent Management, Management, Employee Training, Program Management, Team Building, Life Insurance, Process Improvement, Coaching, Customer Service, Recruiting, Marketing, Strategy, Strategic Planning
Education
University of Missouri-Saint Louis 1979 — 1983
BS, Administration of Justice
Kara Beam Kara Beam's Walnut Street Securities Experience 1999 - 2005
Job AVP Advisor Solutions at Scottrade® Advisor Services
Industry Management Consulting
Experience
Scottrade® Advisor Services August 2015 - Present
Morningstar February 2011 - July 2015
Independent Advisors, LLC February 2010 - February 2011
Charles Schwab Advisor Services July 2006 - February 2010
TIAA-CREF April 2005 - March 2006
Walnut Street Securities 1999 - 2005
Boatmen's Trust Company 1996 - 1997
Skills
Wealth Management, Mutual Funds, Investment Advisory, Business Planning, Asset Allocation, Investments, Asset Management, Investment Management, Strategic Financial..., Portfolio Management, Series 63, Investment Strategies, Financial Services, Business Development, Series 7, ETFs, Financial Advisory, 401k, Retirement Planning
Education
University of Missouri-Saint Louis 1988 — 1992
BS, Business and Accounting
Scottrade® Advisor Services August 2015 - Present
Morningstar February 2011 - July 2015
Independent Advisors, LLC February 2010 - February 2011
Charles Schwab Advisor Services July 2006 - February 2010
TIAA-CREF April 2005 - March 2006
Walnut Street Securities 1999 - 2005
Boatmen's Trust Company 1996 - 1997
Skills
Wealth Management, Mutual Funds, Investment Advisory, Business Planning, Asset Allocation, Investments, Asset Management, Investment Management, Strategic Financial..., Portfolio Management, Series 63, Investment Strategies, Financial Services, Business Development, Series 7, ETFs, Financial Advisory, 401k, Retirement Planning
Education
University of Missouri-Saint Louis 1988 — 1992
BS, Business and Accounting
René Lorio's Walnut Street Securities Experience 1988 - 1996
Job N/A
Industry Staffing and Recruiting
Experience
CruxPoint Executive Recruitment and Consulting January 2012 - Present
AlpineCRS 2007 - January 2012
Pan American Financial Advisers 1998 - 2003
Pan-American Life Insurance Company 1998 - 2003
Walnut Street Securities 1988 - 1996
Skills
Leadership, Retirement Planning, Recruiting, Securities, Sourcing, Strategy, Investment Advisory
Education
Tulane University 1973 — 1977
B.S., Liberal Arts
CruxPoint Executive Recruitment and Consulting January 2012 - Present
AlpineCRS 2007 - January 2012
Pan American Financial Advisers 1998 - 2003
Pan-American Life Insurance Company 1998 - 2003
Walnut Street Securities 1988 - 1996
Skills
Leadership, Retirement Planning, Recruiting, Securities, Sourcing, Strategy, Investment Advisory
Education
Tulane University 1973 — 1977
B.S., Liberal Arts
Mark Dunlop, CEBS, CLU, CFP, ChFC Mark Dunlop, CEBS, CLU, CFP, ChFC's Walnut Street Securities Experience January 1996 - November 1997
Job Insurance Executive Marketing, training, consulting and administrating insurance / financial / benefit products.
Industry Insurance
Experience
Designed Benefit Incentives November 1997 - Present
several volunteer organizations August 1977 - Present
MML Distributors, LLC December 2004 - February 2008
MassMutual Financial Group December 2004 - January 2008
MassMutual Financial Group 2004 - 2008
Worker Benefit Plans March 1997 - July 2004
Walnut Street Securities January 1996 - November 1997
Rothschild & Sale November 1989 - November 1997
General American Life Insurance November 1989 - November 1997
Metropolitan Life Insurance Company May 1988 - November 1989
Skills
ChFC, Team Leadership, Networking, Pensions, Variable Life, CLU, Investments, Insurance, Analytics, Healthcare, Employee Benefits, CEBS, Financial Services, Retirement Planning
Education
The American College 1986 — 1989
MSM MSFS, Leadership
University of Pennsylvania - The Wharton School 1979 — 1983
CEBS, Employee Benefits /Insurance
St. John's University, The Peter J. Tobin College of Business 1977 — 1981
BBA, Leadership, Employee Benefits, Insurance
The College of Insurance 1977 — 1981
BBA, Leadership, Employee Benefits, Insurance
Francis Lewis High School 1973 — 1977
Designed Benefit Incentives November 1997 - Present
several volunteer organizations August 1977 - Present
MML Distributors, LLC December 2004 - February 2008
MassMutual Financial Group December 2004 - January 2008
MassMutual Financial Group 2004 - 2008
Worker Benefit Plans March 1997 - July 2004
Walnut Street Securities January 1996 - November 1997
Rothschild & Sale November 1989 - November 1997
General American Life Insurance November 1989 - November 1997
Metropolitan Life Insurance Company May 1988 - November 1989
Skills
ChFC, Team Leadership, Networking, Pensions, Variable Life, CLU, Investments, Insurance, Analytics, Healthcare, Employee Benefits, CEBS, Financial Services, Retirement Planning
Education
The American College 1986 — 1989
MSM MSFS, Leadership
University of Pennsylvania - The Wharton School 1979 — 1983
CEBS, Employee Benefits /Insurance
St. John's University, The Peter J. Tobin College of Business 1977 — 1981
BBA, Leadership, Employee Benefits, Insurance
The College of Insurance 1977 — 1981
BBA, Leadership, Employee Benefits, Insurance
Francis Lewis High School 1973 — 1977
Terry Steffen Terry Steffen's Walnut Street Securities Experience April 1993 - February 2005
Job Advisor at S.A. Advisory LLC
Industry Investment Management
Experience
SA Advisory LLC January 2005 - Present
Walnut Street Securities April 1993 - February 2005
Locust Street Securities June 1983 - April 1993
Education
Center for Fiduciary Studies 2004 — 2004
Accredited Investment Fiduciary
Grand Valley State University 1983 — 1987
BS, Finance
SA Advisory LLC January 2005 - Present
Walnut Street Securities April 1993 - February 2005
Locust Street Securities June 1983 - April 1993
Education
Center for Fiduciary Studies 2004 — 2004
Accredited Investment Fiduciary
Grand Valley State University 1983 — 1987
BS, Finance
Laurie Elfrank Laurie Elfrank's Walnut Street Securities Experience March 2012 - August 2013
Job Financial Assistant at West End Advisory Group
Industry Financial Services
Experience
West End Advisory Group August 2013 - Present
Walnut Street Securities March 2012 - August 2013
Polaris Financial Strategies June 2003 - February 2012
Walnut Street Securities August 2000 - May 2003
Belleville News-Democrat June 1999 - June 2000
Mel Bay Publications 1985 - 1999
Skills
Mutual Funds, IRAs, Series 7, Securities
Education
University of Missouri-Saint Louis 1990 — 1993
Bachelor of Science (B.S.), Business Administration, Management and Operations
St. Francis Borgia H.S. 1979 — 1982
West End Advisory Group August 2013 - Present
Walnut Street Securities March 2012 - August 2013
Polaris Financial Strategies June 2003 - February 2012
Walnut Street Securities August 2000 - May 2003
Belleville News-Democrat June 1999 - June 2000
Mel Bay Publications 1985 - 1999
Skills
Mutual Funds, IRAs, Series 7, Securities
Education
University of Missouri-Saint Louis 1990 — 1993
Bachelor of Science (B.S.), Business Administration, Management and Operations
St. Francis Borgia H.S. 1979 — 1982
Bob Rothe, CFP® Bob Rothe, CFP®'s Walnut Street Securities Experience 1988 - 2006
Job President, Wealth Management Group, LLC
Industry Investment Management
Experience
Wealth Management Group, LLC July 2011 - Present
Fortune Financial Services, LLC January 1990 - August 2011
Walnut Street Securities 1988 - 2006
A, G. Edwards 1984 - 1988
Eppler Guerin & Turner 1979 - 1984
United States Air Force 1973 - 1979
Skills
Asset Management, Retirement Planning, Investments, Financial Planning, Portfolio Management
Education
Southern Methodist University 1968 — 1972
BA, Political Science
Brownwood High School 1964 — 1968
Wealth Management Group, LLC July 2011 - Present
Fortune Financial Services, LLC January 1990 - August 2011
Walnut Street Securities 1988 - 2006
A, G. Edwards 1984 - 1988
Eppler Guerin & Turner 1979 - 1984
United States Air Force 1973 - 1979
Skills
Asset Management, Retirement Planning, Investments, Financial Planning, Portfolio Management
Education
Southern Methodist University 1968 — 1972
BA, Political Science
Brownwood High School 1964 — 1968
Wm. Michael Cody, CFA Wm. Michael Cody, CFA's Walnut Street Securities Experience March 1988 - March 1995
Job Senior Vice PresidentPortfolio Manager at Commerce Bank
Industry Financial Services
Experience
Commerce Bancshares, Inc. February 2006 - Present
CFA Society of St. Louis July 2008 - June 2009
Fifth Third Bank October 2002 - December 2005
A.G. Edwards June 2001 - October 2002
MetLife/Conning Asset Management/General American Investment Management Co. March 1995 - June 2001
Walnut Street Securities March 1988 - March 1995
Skills
Asset Management, Investment Strategies, Fixed Income, Bloomberg, Investments, Equities, Mutual Funds, Securities, Real Estate, Financial Analysis, Trading, Due Diligence, Asset Allocation, Economics, Investment Advisory, Investment Management, Bonds, Equity Research, Loans, Financial Advisory
Education
Marquette University
B.S., Finance and Economics
Drake University
M.B.A., Business Administration
Commerce Bancshares, Inc. February 2006 - Present
CFA Society of St. Louis July 2008 - June 2009
Fifth Third Bank October 2002 - December 2005
A.G. Edwards June 2001 - October 2002
MetLife/Conning Asset Management/General American Investment Management Co. March 1995 - June 2001
Walnut Street Securities March 1988 - March 1995
Skills
Asset Management, Investment Strategies, Fixed Income, Bloomberg, Investments, Equities, Mutual Funds, Securities, Real Estate, Financial Analysis, Trading, Due Diligence, Asset Allocation, Economics, Investment Advisory, Investment Management, Bonds, Equity Research, Loans, Financial Advisory
Education
Marquette University
B.S., Finance and Economics
Drake University
M.B.A., Business Administration
Arthur Montgomery Arthur Montgomery's Walnut Street Securities Experience 1995 - 2011
Job Owner at Paramount Financial, LLC
Industry Financial Services
Experience
Paramount Financial, LLC February 1992 - Present
Walnut Street Securities 1995 - 2011
Skills
Investments, Mutual Funds, Management, Finance, Securities, Financial Advisory, Retirement, Strategic Planning, Retirement Planning, Insurance, Series 7, Asset Management, Public Speaking, Portfolio Management, Risk Management, Public Relations
Education
Wharton Business School 2009 — 2011
N/A, Securities Industry Institute
Missouri Western State University 1985 — 1989
BS/BA, Marketing
highland community college 1984 — 1985
n/a, general
Savannah High School
Savannah High School
Paramount Financial, LLC February 1992 - Present
Walnut Street Securities 1995 - 2011
Skills
Investments, Mutual Funds, Management, Finance, Securities, Financial Advisory, Retirement, Strategic Planning, Retirement Planning, Insurance, Series 7, Asset Management, Public Speaking, Portfolio Management, Risk Management, Public Relations
Education
Wharton Business School 2009 — 2011
N/A, Securities Industry Institute
Missouri Western State University 1985 — 1989
BS/BA, Marketing
highland community college 1984 — 1985
n/a, general
Savannah High School
Savannah High School
Dennis Nolte, CFP ®, AIF ® Dennis Nolte, CFP ®, AIF ®'s Walnut Street Securities Experience 1998 - 1999
Job Senior Vice President Capital Guardian, LLC
Industry Financial Services
Experience
Capital Guardian, LLC September 2010 - Present
Orlando Science Center July 2014 - Present
Financial Planning Association of Central Florida January 2015 - Present
Lighthouse Works! January 2014 - February 2015
Partners Wealth Management October 2001 - September 2010
Rosenthal Collins Securities November 2000 - October 2001
National Planning Corportation 2000 - 2000
Walnut Street Securities 1998 - 1999
WALNUT STREET SECURITIES 1996 - 1998
Education
Leadership Winter Park 2011 — 2012
Loyola University Chicago 1984 — 1985
M. Ed., Counseling
Purdue University 1975 — 1980
BA, Psychology
Capital Guardian, LLC September 2010 - Present
Orlando Science Center July 2014 - Present
Financial Planning Association of Central Florida January 2015 - Present
Lighthouse Works! January 2014 - February 2015
Partners Wealth Management October 2001 - September 2010
Rosenthal Collins Securities November 2000 - October 2001
National Planning Corportation 2000 - 2000
Walnut Street Securities 1998 - 1999
WALNUT STREET SECURITIES 1996 - 1998
Education
Leadership Winter Park 2011 — 2012
Loyola University Chicago 1984 — 1985
M. Ed., Counseling
Purdue University 1975 — 1980
BA, Psychology
Paul Woodard Paul Woodard's Walnut Street Securities Experience June 2000 - January 2004
Job Wholesaler/Regional Vice President
Industry Financial Services
Experience
MetLife Broker-Dealer Group January 2004 - Present
US Army December 1980 - April 2005
Walnut Street Securities June 2000 - January 2004
Rupay-Barrrington Securities May 1999 - June 2000
Rupay-Barrington Securities January 1998 - May 1999
Rupay-Barrington Securities April 1997 - January 1998
Political Research, Inc. August 1994 - April 1997
Skills
Investment Advisory, Investments, Securities, Portfolio Management, Financial Advisory, Insurance, Life Insurance, Management, Training, Series 7, Series 63, Financial Services, Territory Management, Selling Skills, Variable Annuities, Fixed Annuities, Mutual Funds, Leadership
Education
Texas A&M University 1987 — 1990
BA, Political Science and History
University of North Texas 1990 — 1994
MA, International Relations
MetLife Broker-Dealer Group January 2004 - Present
US Army December 1980 - April 2005
Walnut Street Securities June 2000 - January 2004
Rupay-Barrrington Securities May 1999 - June 2000
Rupay-Barrington Securities January 1998 - May 1999
Rupay-Barrington Securities April 1997 - January 1998
Political Research, Inc. August 1994 - April 1997
Skills
Investment Advisory, Investments, Securities, Portfolio Management, Financial Advisory, Insurance, Life Insurance, Management, Training, Series 7, Series 63, Financial Services, Territory Management, Selling Skills, Variable Annuities, Fixed Annuities, Mutual Funds, Leadership
Education
Texas A&M University 1987 — 1990
BA, Political Science and History
University of North Texas 1990 — 1994
MA, International Relations
Bridget Wilson's Walnut Street Securities Experience 1989 - 2003
Job Field Supervision Director at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2008 - Present
Enterprise Bank & Trust January 2006 - June 2008
AIG American General September 2003 - December 2005
GenAmerica Financial 2001 - 2003
MetLife 2001 - 2003
Walnut Street Securities 1989 - 2003
Education
Saint Louis University 1994 — 1997
MBA, Business
University of Missouri-Saint Louis 1987 — 1989
BS BA, Business, MIS
Edward Jones October 2008 - Present
Enterprise Bank & Trust January 2006 - June 2008
AIG American General September 2003 - December 2005
GenAmerica Financial 2001 - 2003
MetLife 2001 - 2003
Walnut Street Securities 1989 - 2003
Education
Saint Louis University 1994 — 1997
MBA, Business
University of Missouri-Saint Louis 1987 — 1989
BS BA, Business, MIS
Andrew Olschansky's Walnut Street Securities Experience March 1991 - August 2013
Job CFP at West End Advisory Group
Industry Financial Services
Experience
West End Advisory Group August 2013 - Present
Walnut Street Securities March 1991 - August 2013
Skills
Retirement, Insurance, Retirement Planning, Investments, Employee Benefits, Business Planning, Strategy, Life Insurance, Entrepreneurship, Finance, Strategic Financial..., Fixed Annuities, Term Life Insurance, Estate Planning, Health Insurance, Financial Planning
Education
University of Colorado Boulder 1981 — 1985
BA, Economics
West End Advisory Group August 2013 - Present
Walnut Street Securities March 1991 - August 2013
Skills
Retirement, Insurance, Retirement Planning, Investments, Employee Benefits, Business Planning, Strategy, Life Insurance, Entrepreneurship, Finance, Strategic Financial..., Fixed Annuities, Term Life Insurance, Estate Planning, Health Insurance, Financial Planning
Education
University of Colorado Boulder 1981 — 1985
BA, Economics
Greg Hanshew's Walnut Street Securities Experience January 1998 - January 2006
Job Personal Financial Advisor
Industry Financial Services
Experience
Infinity Financial Services October 2014 - Present
First Financial Equity Corporation November 2012 - October 2013
SLINGSHOT LIMITED January 2010 - November 2012
LPL Financial January 2006 - January 2010
WALNUT STREET SECURITIES January 1998 - January 2006
American Express Financial Advisors January 1995 - January 1998
American Express January 1995 - January 1998
Skills
Fixed Annuities, Financial Advisory, Strategic Financial..., Financial Services, Finance, Investments, Start-ups, Investment Advisory, Mutual Funds, Series 63, Strategy, Retirement, Retirement Planning, Series 7
Education
Metropolitan State University 1997 — 1998
CFP, Finance
EHS
Infinity Financial Services October 2014 - Present
First Financial Equity Corporation November 2012 - October 2013
SLINGSHOT LIMITED January 2010 - November 2012
LPL Financial January 2006 - January 2010
WALNUT STREET SECURITIES January 1998 - January 2006
American Express Financial Advisors January 1995 - January 1998
American Express January 1995 - January 1998
Skills
Fixed Annuities, Financial Advisory, Strategic Financial..., Financial Services, Finance, Investments, Start-ups, Investment Advisory, Mutual Funds, Series 63, Strategy, Retirement, Retirement Planning, Series 7
Education
Metropolitan State University 1997 — 1998
CFP, Finance
EHS
Craig Markham's Walnut Street Securities Experience February 2000 - June 2003
Job Senior Vice PresidentCetera Advisor Networks
Industry Financial Services
Experience
Cetera Advisor Networks LLC September 2013 - Present
Walnut Street Securities/Tower Square Securities June 2003 - August 2013
Walnut Street Securities February 2000 - June 2003
Education
University of Missouri-Columbia 1981 — 1985
Bachelor's degree, Finance/Economics
Cetera Advisor Networks LLC September 2013 - Present
Walnut Street Securities/Tower Square Securities June 2003 - August 2013
Walnut Street Securities February 2000 - June 2003
Education
University of Missouri-Columbia 1981 — 1985
Bachelor's degree, Finance/Economics
Elliot Berger's Walnut Street Securities Experience August 2003 - September 2008
Job Financial Services Professional
Industry Financial Services
Experience
Walnut Street Securities August 2003 - September 2008
Education
Adelphi University 1970 — 1974
BBA, Business Administration
Walnut Street Securities August 2003 - September 2008
Education
Adelphi University 1970 — 1974
BBA, Business Administration
Barbara Blas's Walnut Street Securities Experience July 1997 - December 2012
Job Financial Consultant with 16 years of experience
Industry Financial Services
Experience
Investors Capital January 2013 - Present
Walnut Street Securities July 1997 - December 2012
Barb Blas Bakery Distribution 1986 - 1990
Catering by Maxine 1982 - 1986
Skills
Insurance, Disability Insurance, Long-term Care, Employee Benefits, Strategic Financial..., Retirement Planning, Customer Service, Small Business, Public Speaking, Estate Planning, Investments, New Business Development, Marketing, Professional Liability
Education
The American College 2000 — 2003
LUTCF, Insurance
State University of New York College at Cortland 1971 — 1973
Mathematics
Ulster County Community College 1969 — 1971
Associate of Arts and Sciences (AAS), Mathematics
Investors Capital January 2013 - Present
Walnut Street Securities July 1997 - December 2012
Barb Blas Bakery Distribution 1986 - 1990
Catering by Maxine 1982 - 1986
Skills
Insurance, Disability Insurance, Long-term Care, Employee Benefits, Strategic Financial..., Retirement Planning, Customer Service, Small Business, Public Speaking, Estate Planning, Investments, New Business Development, Marketing, Professional Liability
Education
The American College 2000 — 2003
LUTCF, Insurance
State University of New York College at Cortland 1971 — 1973
Mathematics
Ulster County Community College 1969 — 1971
Associate of Arts and Sciences (AAS), Mathematics
Ken Kovalchuk's Walnut Street Securities Experience 1990 - 1994
Job National Accounts at Financial Solutions Group
Industry Financial Services
Experience
Financial Solutions Group January 2012 - Present
Financial Solutions Group 1993 - February 2012
Walnut Street Securities 1990 - 1994
Education
Penn State University 1983 — 1987
Finance, Portfolio Security
Financial Solutions Group January 2012 - Present
Financial Solutions Group 1993 - February 2012
Walnut Street Securities 1990 - 1994
Education
Penn State University 1983 — 1987
Finance, Portfolio Security
Robyn Foss's Walnut Street Securities Experience February 1997 - May 2000
Job Independent Consultant at Ahni & Zoe by Creative Memories
Industry Photography
Experience
Don's Auto Body January 2014 - Present
South Hill Designs January 2014 - Present
Ahni & Zoe by Creative Memories November 2013 - Present
Horn Realty Group April 2013 - October 2013
Self employed February 2003 - October 2013
Walnut Street Securities February 1997 - May 2000
Skills
Digital Photography, Microsoft Office, Portrait Photography, Customer Service, Photoshop, Editing, Real Estate Transactions, QuickBooks, Sales, Digital Media, Leadership, Social Networking, Event Planning, Photography, Social Media, Nonprofits, Microsoft Word, Fundraising, Marketing, Recruiting, Management, PowerPoint
Education
Greenville College 1991 — 1995
Bachelor of Arts (B.A.), Psychology
Don's Auto Body January 2014 - Present
South Hill Designs January 2014 - Present
Ahni & Zoe by Creative Memories November 2013 - Present
Horn Realty Group April 2013 - October 2013
Self employed February 2003 - October 2013
Walnut Street Securities February 1997 - May 2000
Skills
Digital Photography, Microsoft Office, Portrait Photography, Customer Service, Photoshop, Editing, Real Estate Transactions, QuickBooks, Sales, Digital Media, Leadership, Social Networking, Event Planning, Photography, Social Media, Nonprofits, Microsoft Word, Fundraising, Marketing, Recruiting, Management, PowerPoint
Education
Greenville College 1991 — 1995
Bachelor of Arts (B.A.), Psychology
Charles Dodson's Walnut Street Securities Experience 1994 - 2000
Job Vice President & Chief Compliance Officer at J.A. Glynn Investments LLC / JAG Capital Management, LLC
Industry Investment Management
Experience
J.A. Glynn & Co January 2007 - Present
First Allied Securities, Inc. 2003 - 2007
First Allied Securities, Inc. 2002 - 2007
RBC Dain 2000 - 2002
Walnut Street Securities 1994 - 2000
Skills
Investments, Series 7, Asset Allocation, Due Diligence, FINRA, Equities, Investment Advisory
Education
Southeast Missouri State University 1984 — 1986
B.S., Business Adminsistration & Finance
J.A. Glynn & Co January 2007 - Present
First Allied Securities, Inc. 2003 - 2007
First Allied Securities, Inc. 2002 - 2007
RBC Dain 2000 - 2002
Walnut Street Securities 1994 - 2000
Skills
Investments, Series 7, Asset Allocation, Due Diligence, FINRA, Equities, Investment Advisory
Education
Southeast Missouri State University 1984 — 1986
B.S., Business Adminsistration & Finance
David Kring, CFP®'s Walnut Street Securities Experience September 2006 - November 2011
Job President of Conestoga Wealth Management, a Registered Investment Advisor
Industry Financial Services
Experience
Conestoga Wealth Management November 2011 - Present
Conestoga Insurance Planning January 2006 - Present
Walnut Street Securities September 2006 - November 2011
World Group Securities October 2005 - September 2006
Skills
Estate Planning, Employee Benefits, Life Insurance, Pensions, Retirement Planning, Wealth Management, Investment Advisory, Disability Insurance, Long-term Care, 401k, Financial Planners, Health Insurance, Long Term Care Insurance, Investments, Small Business, Insurance, High Net Worth..., Universal Life, Personal Finance, Whole Life, Financial Planning, Securities, Finance
Education
Gettysburg College 1987 — 1991
Bachelor of Arts (B.A.), History
Greens Farms Academy 1984 — 1987
Conestoga Wealth Management November 2011 - Present
Conestoga Insurance Planning January 2006 - Present
Walnut Street Securities September 2006 - November 2011
World Group Securities October 2005 - September 2006
Skills
Estate Planning, Employee Benefits, Life Insurance, Pensions, Retirement Planning, Wealth Management, Investment Advisory, Disability Insurance, Long-term Care, 401k, Financial Planners, Health Insurance, Long Term Care Insurance, Investments, Small Business, Insurance, High Net Worth..., Universal Life, Personal Finance, Whole Life, Financial Planning, Securities, Finance
Education
Gettysburg College 1987 — 1991
Bachelor of Arts (B.A.), History
Greens Farms Academy 1984 — 1987
Sandra M Olenick,ChFC's Walnut Street Securities Experience February 2002 - October 2008
Job Annuity Specialist at MassMutual Pittsburgh
Industry Financial Services
Experience
MassMutual Pittsburgh October 2008 - Present
Walnut Street Securities February 2002 - October 2008
Skills
Fixed Annuities, Strategic Financial..., Securities, Retirement, Finance, Marketing, Life Insurance, Training, Financial Services, Retirement Planning, Project Planning, Leadership, Public Speaking, Insurance, Investments, Long-term Care, Wealth Management, Mutual Funds, Disability Insurance, Estate Planning, 401k, Term Life Insurance, Long Term Care Insurance, Financial Advisory, Nonprofits, Portfolio Management
Education
Carlow University 1961 — 1965
BS/BA, Speech Pathology
The American College
ChFC Designation
MassMutual Pittsburgh October 2008 - Present
Walnut Street Securities February 2002 - October 2008
Skills
Fixed Annuities, Strategic Financial..., Securities, Retirement, Finance, Marketing, Life Insurance, Training, Financial Services, Retirement Planning, Project Planning, Leadership, Public Speaking, Insurance, Investments, Long-term Care, Wealth Management, Mutual Funds, Disability Insurance, Estate Planning, 401k, Term Life Insurance, Long Term Care Insurance, Financial Advisory, Nonprofits, Portfolio Management
Education
Carlow University 1961 — 1965
BS/BA, Speech Pathology
The American College
ChFC Designation
John M Cox, CEP's Walnut Street Securities Experience March 2000 - November 2009
Job Registered Representative Parkland Securities Company, LLC
Industry Financial Services
Experience
Parkland Securities Company December 2012 - Present
Ameriprise Financial November 2008 - December 2012
Walnut Street Securities March 2000 - November 2009
Education
Oklahoma State University
Parkland Securities Company December 2012 - Present
Ameriprise Financial November 2008 - December 2012
Walnut Street Securities March 2000 - November 2009
Education
Oklahoma State University
Peter Krussel's Walnut Street Securities Experience February 2001 - July 2008
Job Registered Principal
Industry Financial Services
Experience
Service First Advisors March 2011 - Present
FSC Securities Corporation July 2008 - September 2010
Walnut Street Securities February 2001 - July 2008
Education
Quincy University 1990 — 1994
BS, Finance and Management
Service First Advisors March 2011 - Present
FSC Securities Corporation July 2008 - September 2010
Walnut Street Securities February 2001 - July 2008
Education
Quincy University 1990 — 1994
BS, Finance and Management
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY