WFG World Group Securities
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WFG World Group Securities Employees
Transamerica Financial Advisors, Inc. January 2012 - Present
World Financial Group (WFG) 2007 - Present
WFG World Group Securities 2010 - 2012
Century 21 2005 - 2007
US Army 2000 - 2005
Brookline Country Club 1997 - 2000
Skills
Microsoft Office, Customer Service, Microsoft Excel, Strategic Planning, Investments, Public Speaking, PowerPoint, Risk Management, Microsoft Word, Insurance, Social Media
Education
Salem State University 1997 — 2000
Bachelor of Arts (B.A.), History
Marion Military Institute 1995 — 1997
Associate's degree, Military Science and Operational Studies
YouthBuild Charter School of California December 2013 - Present
Cinema Culturas April 2013 - Present
WFG World Group Securities November 2012 - Present
Rite Aid August 2007 - April 2013
Skills
Customer Service, Microsoft Word, PowerPoint, Microsoft Excel, Data Entry, Microsoft Office, Outlook, Time Management, Inventory Management, Cashiering, Retail, Telephone Skills, Public Speaking, Critical Thinking, Event Planning, Filing, Access, Research, Social Media, Teamwork
Education
University of California, Riverside 2009 — 2010
Preliminary Teaching Credential, English/Language Arts Teacher Education
University of California, Riverside 2000 — 2003
Bachelor's degree, English Language and Literature, General
Mt. San Jacinto Community College District 1997 — 2000
Associate of Arts (A.A.), Humanities/Humanistic Studies
Tantilla Financial Services June 2014 - Present
Plexus Financial Services January 2010 - March 2014
Tantilla Financial Services January 2008 - October 2010
Principal Financial Group November 2003 - December 2007
WFG World Group Securities September 1999 - November 2003
Skills
401 (k), 403 (b), SEP &..., Annuities (Variable &..., Business Continuation..., Buy-Sell Agreements, Deferred Compensation..., Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Whole Life Insurance, Series 6, 7, 63, 65, 24...
Education
Aurora University 1993 — 1994
MS, Administration
University of Illinois at Urbana-Champaign 1984 — 1988
BS, Education
VWR International, LLC April 2013 - Present
Transamerica Financial Group January 2012 - October 2012
WFG World Group Securities April 2011 - January 2012
Lagasse Sweet, Inc. June 2010 - January 2011
Six Corner's Consulting, LLC May 2009 - July 2010
VWR International, L.L.C June 2007 - January 2009
VWR International, L.L.C February 2001 - June 2007
Pacific Rim Tooling September 1993 - January 1996
Skills
Staff Training, Coaching, Team Building, Business Planning, Business Management, Customer Service, Distribution, Financial Planning, Inventory Management, Insurance, Operations Management, Quality Management, Risk Management, Problem Solving, Team Leadership, Writing, Safety Management, Excel, Word, PowerPoint, Training Delivery, Training Skills, Strategic Financial..., Sales Management, Management, Safety Management..., New Business Development, Microsoft Excel, Training, Public Speaking, Analysis, Business Analysis, Program Management, Entrepreneurship, Software Documentation, Budgets, Strategic Planning, Forecasting, Cross-functional Team..., Microsoft Word
Education
George Fox University 1999 — 2001
BS, Business Management and Information Systems
LIFE Bible College, Los Angeles, CA 1980 — 1985
Bachelor of Arts, Bible/Biblical Languages
City of Stockton March 1997 - Present
UC DAVIS 2014 - 2014
UC DAVIS 2014 - 2014
WFG World Group Securities 2000 - 2005
Big Valley Dental Group April 1998 - March 1999
Skills
Safety, OSHA Record Keeping, Notary Public, Safety Committee, Databases, Data Entry, Policy, Outlook, Training, Microsoft Excel, Purchasing, PowerPoint, Microsoft Word, Management, Office Administration, Front Office, Mortgage Lending
Education
University of California, Davis - School of Education 2013 — 2014
Professional Concentration in Safety Training, Occupational Safety and Health Technology/Technician
Woodruff Regional Occupational 1994 — 1995
Business Administration, Business Administration, Management and Operations
WSI Cybersmart June 2014 - Present
National Planning Corporation (NPC) December 2011 - October 2013
Morgan Stanley Smith Barney April 2007 - November 2011
WFG World Group Securities December 2004 - April 2007
Skills
Digital Marketing, SEO, Content Management, LinkedIn, Facebook Marketing, Google Analytics, Google Adwords, Internet Business..., Web Marketing, Web Marketing Strategy, Social Media Blogging, Content Development, Marketing Strategy, Marketing..., Social Return on..., Website Development, PPC, Management, Project Management, Sales
Education
NCCLI 2012 — 2013
Brigham Young University
Business, Management, Marketing, and Related Support Services
Aria @City Center November 2012 - Present
ARIA Resort & Casino 2013 - 2014
Aria @City Center April 2011 - November 2012
Mandalay Bay May 2010 - April 2011
Rapport Leadership International July 2008 - November 2009
Life Success Productions January 2008 - July 2008
WFG World Group Securities March 2004 - August 2006
Skills
Hotels, Hospitality Industry, Concierge Services, Convention Services, Sales, Business Development, New Business Development, Sales Presentations, Cold Calling, Sales Rep Training, Sales Leadership..., Presenter, Presentation Development, Written & Oral..., Customer Satisfaction, Leadership, Customer Service, Training
Education
Rapport Leadership - Master Graduate Level Certification
Personal Awareness and Self-Improvement/Leadership Development
National Association of Securities Dealers Series 6 License
Investments and Securities
National Association of Securities Dealers Series 63 License
Investments and Securities
Nevada Life Insurance License - Producer
Insurance
Nevada Resident Loan Officer License
Mortgage Industry - New Home Loan/Refinance
Hartnell College 2000 — 2003
Business Administration and Management, General
Callan Advertising Company January 2011 - Present
WFG World Group Securities October 2009 - November 2011
Telerep November 2004 - June 2009
Skills
Integrated Marketing, Media Planning, Media Buying, Online Advertising, Digital Media, Advertising, Digital Strategy, Digital Marketing, Social Media Marketing
Education
CSUN
B.S., Consumer Affairs & Marketing
Experior Financial Group June 2014 - Present
Experior Group April 2014 - June 2014
WFG World Group Securities 2007 - 2014
Heritage Education Funds Inc. 2011 - 2013
Rickards Business Solutions (RBS) 2007 - 2013
Skills
Investments, Insurance, Retirement, Entrepreneurship, Strategic Financial..., Financial Planners, Disability Insurance, Financial Planning, Financial Analysis, Retirement Planning, Coaching, Public Speaking, Social Networking, Marketing Strategy, Finance, Event Management, Management, Mutual Funds
Education
Sheridan College
Management Studies
UTECH
WFG World Group Securities April 2008 - Present
Skills
Connecting People
Education
Glendale Community College
John Muir Mustangs
Red Ventures August 2013 - Present
Red Ventures February 2013 - August 2013
Drobo, Inc. February 2009 - January 2013
Liberty Benefit Insurance Services December 2006 - December 2008
WFG World Group Securities January 2006 - December 2006
Skills
Sales, Customer Service, Management, Salesforce.com, Cross-functional Team..., Marketing, Customer Satisfaction, New Business Development, Training, Lead Generation, Cold Calling, Troubleshooting, Account Management, Time Management, Employee Benefits, Microsoft Office, CRM, Content Marketing
Education
San Jose State University 2009 — 2014
Business Administration
Mission College 2009 — 2012
Business Administration
Landmark Education 2006 — 2007
CA Dept. of Insurance 2006 — 2006
Life & Health License
North Valley Baptist School 1990 — 2004
High School
Citywide Home Loans April 2015 - Present
The DuBois Group LLC January 2006 - Present
Pinnacle Capital Mortgage Corporation June 2013 - December 2014
Augusta Lending, LLC August 2011 - June 2013
Augusta Mortgage Inc. (formerly known as Aspen Home Loans and Alpine Home Loans) January 1997 - August 2011
WFG World Group Securities February 1996 - December 2001
Merrill Lynch 1990 - 1994
Skills
Loans, Investments, Credit, Refinance, Strategic Financial..., Real Estate, Finance, Investment Properties, Financial Services, Banking, Financial Analysis, Portfolio Management, Series 7, Asset Managment, Wealth Management, Insurance, Retirement Planning, Mutual Funds, Funding, Securities, Asset Management, FHA, First Time Home Buyers, Small Business, Residential Mortgages, Loan Origination, Credit Analysis, Mortgage Banking, Underwriting, Real Estate Financing, Commercial Lending, USDA, VA loans, Commercial Mortgages, FHA financing, Real Estate Economics, Reverse Mortgages, Construction Loans, Real Estate Transactions, Loan Servicing, Private Equity, Financial Structuring, Small Business Lending, Mortgage Underwriting, Commercial Real Estate, Investors, Certified Mortgage..., Due Diligence, Sales, Management
Education
Brigham Young University 1985 — 1988
BS, Finance
Mahwah High School 1978 — 1982
KeyBank September 2014 - Present
JP Morgan Chase June 2005 - September 2014
WFG World Group Securities June 2000 - June 2005
WFG World Group Securities June 2000 - June 2005
Nordstrom June 1996 - February 2000
Skills
Financial Analysis, Finance, Business Development, Banking, Corporate Finance, Investments, Relationship Management, Business Strategy, Risk Management, Financial Modeling, Portfolio Management, Strategic Financial..., Credit, Executive Management, Commercial Lending
Education
Brigham Young University
Business Finance
Utah Valley University
Business Finance
Raceway Ford December 2011 - Present
DX2 Services January 2006 - December 2011
WFG World Group Securities April 2009 - April 2010
Automotive Dealerships March 1982 - April 2009
Acura of January 2007 - July 2008
Moreno Valley Dodge November 2003 - January 2006
Perris Valley Auto Center December 1999 - November 2003
Perris Valley Auto Center May 1994 - November 1999
Hemborg Ford January 1990 - May 1994
Chino Hills Ford April 1986 - December 1989
Education
Mt. San Antonio College 1971 — 1973
Business
Ferrum Technology Services, LLC May 2015 - Present
Bustamante Pediatrics January 2013 - Present
Life Quotes, Inc. April 2014 - May 2015
Transamerica Financial Advisors, Inc. August 2006 - March 2015
Life Quotes, Inc. September 2013 - March 2014
Life Quotes, Inc. February 2013 - August 2013
Downey Tax Advisory May 2005 - August 2006
Counrtywide/Full Spectrum Lending October 2003 - April 2005
WFG World Group Securities July 1999 - September 2003
Prudential Securities February 1994 - June 1999
Skills
Certified Information..., IT Solutions, Information Technology, Wireless Networking, Insurance, Retirement Planning, Term Life Insurance, Fixed Annuities, Health Insurance, Financial Planning, IRAs, Retirement, Investments, Strategic Financial..., Leadership, Life Insurance, Mutual Funds, Mortgage Lending, Bonds, Securities, Sales
Education
MicroTrain Technologies 2013 — 2014
IT Technician, Information Technology
University of Illinois at Urbana-Champaign 1988 — 1994
Bachelor's degree, Psychology - Engineering
Hinsdale South HS 1984 — 1988
High School, General Studies
Office of the Chapter 13 Trustee July 2011 - Present
WFG World Group Securities November 2010 - Present
Jeff Pickering January 2010 - May 2010
Hartford Industrial Co., Ltd. January 2005 - September 2007
Skills
Accounting, Financial Analysis, Microsoft Excel, Finance, Accounts Payable, Accounts Receivable, QuickBooks, Budgets, Tax, Financial Reporting, Auditing, Microsoft Office, Investments, Microsoft Word, PowerPoint, Account Reconciliation, Analysis, Strategic Financial..., Customer Service, General Ledger
Education
University of Texas at Dallas - Naveen Jindal School of Management 2009 — 2011
Master, Accounting
Wichita State University 2008 — 2009
Accounting, Economics
Tianjin University of Finance and Economics 2003 — 2007
Bachelor, International Business
Realty Executives Suburban January 2004 - Present
WFG World Group Securities July 2007 - May 2011
Izumi Products Co. January 2004 - December 2004
Raymond Industrial Ltd. January 1982 - January 2001
Education
Michigan State University 1974 — 1978
BS, Business
Optimum Global Resources, Inc. (OGR) 2012 - Present
MedSource Health Care System February 2010 - February 2013
WFG World Group Securities September 1999 - February 2010
Skills
Programmer Analyst, Talent Acquisition, Recruiting
Education
Silliman University 1971 — 1974
Bachelor of Business Administration (BBA), Accounting
First Student August 2014 - Present
WFG World Group Securities December 2010 - Present
Healthport LLC June 2011 - July 2014
Skills
Retirement Planning, Customer Service, Team Building, Strategic Planning, Leadership, Investments, Coaching, Insurance, Small Business, Microsoft Office, Financial Planning, Sales, Entrepreneurship
Education
California State University-Northridge
Bachelor of Arts (B.A.), Design and Applied Arts
St. Bonaventure
College/University Preparatory and Advanced High School/Secondary Diploma Program
Keller Williams Northern Colorado July 2013 - Present
Keller Williams Real Estate, LLC December 2012 - Present
Keller Williams Executives Realty, LLC June 2009 - June 2013
WFG World Group Securities June 2007 - December 2009
Hope Online May 2006 - June 2009
Skills
Leadership, Financial Analysis, Financial Management, Operational Excellence, Real Estate, Strategic Financial..., Investments, Budgets, Small Business, Insurance, Finance, Securities, Strategic Planning, Risk Management, Organizational..., Organizational..., Managerial Finance, Investment Properties, Credit, Business Planning, Contract Negotiation, Business Strategy, Negotiation, Asset Management, Selling, Management, Mutual Funds, Portfolio Management, Short Sales, Sellers, First Time Home Buyers, Single Family Homes, Relocation, Foreclosures, Investors, New Home Sales, Residential Homes, Real Estate Transactions, Referrals, Condos, FHA, REO, Buyers, Real Property, Property, Buyer Representation, HUD, Brokerage, Listings, Real Estate Economics
Education
Regis University 2011 — 2013
Masters in Business, Accounting and Finance, 4.0
University of Northern Colorado 2001 — 2006
Bachelor of Arts, History
Harris & Associates May 2015 - Present
Caltrans March 2012 - Present
Jacobs March 2012 - Present
WFG World Group Securities 2010 - 2011
WFG World Group Securities 2010 - 2011
Caltrans March 1991 - October 2008
Skills
Highways, Road, Construction, Surveying, Concrete, Construction Management, Transportation, Drainage, Civil Engineering, Inspection, Rail, Transportation Planning, Bridge, Value Engineering, Structural Engineering, Construction Engineering, Transportation..., Contract Management, Water, Pipelines, Project Estimation
Education
California State University, Fresno 1978 — 1993
BS, Civil Engineering, Business
csufresno
INSTITUTE FOR THE REDESIGN OF LEARNING December 2013 - Present
Community Career Development (CCD, Inc.) November 2010 - May 2013
East San Gabriel Valley ROP/TC March 2010 - November 2010
East San Gabriel Valley ROP/TC March 2010 - November 2010
South Bay Workforce Investment Board October 2009 - March 2010
Coldwell Banker Commercial October 2007 - October 2009
Platinum Financial September 2002 - October 2008
WFG World Group Securities 1999 - 2002
The Los Angeles Angels of Anaheim March 1993 - October 1993
FUTUREKIDS LEARNING ACADEMY August 1989 - March 1993
Skills
Procurement, Business Development, Community Outreach, Customer Service, Building Relationships, Sales, Team Leadership, Leadership Development, Strategic Planning, Event Planning, Training
Education
California State Polytechnic University-Pomona 1989 — 1993
Kinesiology and Exercise Science
Pasadena City College 1987 — 1989
Associate of Science (A.S.), Business Administration, Management and Operations
Soma Intimates February 2015 - Present
Armani Exchange October 2013 - October 2014
Andrew Marc September 2012 - October 2013
WFG World Group Securities September 2010 - November 2012
Victoria's Secret May 2006 - September 2011
Hechts/Macy's February 1999 - May 2006
Fashion Fair Cosmetics January 1997 - January 1999
United States Army December 1990 - December 1996
Skills
Sales Management, Sales, Store Operations, Loss Prevention, Team Leadership, Team Building, Recruiting, Hiring, Peer Mentoring, Coaching, Training & Development, Fashion, Styling, Customer Experience, Customer Service, Clienteling, Networking, Visual Merchandising, Military, Military Experience, Modeling, Retail, Merchandising, Store Management, Social Media Marketing, Social Networking, Management, Inventory Management, Social Media, Strategic Planning, Military Leadership, Business Analysis, Client Rapport
Education
Northwestern University 1995 — 1998
Business, Management, Marketing, and Related Support Services
Frederick Community College 1990 — 1992
Maple Ridge Counseling July 2015 - Present
Private Practice April 2010 - February 2015
Solar Safety Technologies 2009 - 2010
Hythiam, Inc. February 2007 - January 2008
WFG World Group Securities 2004 - 2007
Skills
Family Therapy, Couples, Adults, Adolescents, Counseling, Anger Management, Stress, Divorce/Remarriage..., Blended Families, Public Speaking, Wellness, Group Therapy, Psychotherapy, Interventions, Crisis Intervention, Treatment, Therapists, Mental Health Counseling, Mental Health, Counseling Psychology, Self-esteem, Adolescent Therapy, Stress Management, Motivational..., CBT, Behavioral Health, Premarital Counseling, Life Transitions, Solution Focused, Clinical Supervision, Young Adults, Play Therapy, Structural Family..., Mindfulness, Emotionally Focused..., Body Image, TF-CBT, Substance Use Disorders, Case Management, Trauma Therapy, Child Therapy, Social Services, Chemical Dependency, Psychology, Co-occurring Disorders, Biopsychosocial..., Adjustment Disorders, Couples Work, Experiential Therapy, Treatment of depression
Education
St. Mary's University 1994 — 1996
MA, Marriage & Family Therapy
Brigham Young University 1993 — 1994
BS, Family Science
Brigham Young University - Idaho 1991 — 1992
AA&S, Family Science
Mililani High School 1982 — 1986
eVantage Financial September 2014 - Present
Abdiel Advisors LLC January 2012 - Present
Abdiel Strategies Group January 2005 - Present
Pembroke Park Church of Christ October 1992 - Present
International Brotherhood of Electrical Workers September 1980 - Present
SYNCIS June 2012 - August 2013
WFG World Group Securities April 2002 - January 2005
Skills
Financial Planning, Investments, Insurance, Strategic Financial..., Management, Leadership Development, Risk Management, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Forecasting, Financial Reporting, Due Diligence, Finance, Budgets, Analysis, Auditing, Leadership, Strategic Planning
Education
Heritage Christian University 2013 — 2015
Ancient Near Eastern and Biblical Languages, Literatures, and Linguistics
Kaplan 2007 — 2008
Investment Advisor
Bismarck State College 2001 — 2003
Electric Power Technology
ETHERIDGE FARMS/ ORGANIC FRUIT GROWER AND DISTRIBUTOR August 1997 - Present
Breakaway Press May 2010 - August 2014
WFG World Group Securities 2007 - 2010
Olympia Financial 2005 - 2007
Skills
Marketing, Sales, Training, Budgets, Direct Marketing, Small Business, Advertising, B2B, Customer Service, Networking, Direct Mail, Business Development, Selling, Account Management, Team Building, Sales Process, Cold Calling, Marketing Strategy, Direct Sales, New Business Development, Lead Generation, Email Marketing, Marketing Communications, Management, Strategic Planning, Social Networking, Offset Printing, Online Advertising, Online Marketing, Sales Management, Sales Presentations, Customer Retention, Strategic Partnerships, Coaching, Leadership, I am skilled at..., Treating people well, Marketing a firm I..., Listening to people and..., Solution Selling, Retail
Education
Los Angeles Pierce and Los Angeles Mission Colleges 1977 — 1997
Associates, General ED., A
Los Angeles Mission College 1992 — 1996
CERTIFICATE, PARALEGAL STUDIES, A
William Howard Taft High School 1974 — 1977
Collier Street School
Mary Kay Cosmetics December 2013 - Present
San Bernardino Teachers Association July 2010 - Present
San Bernardino City Unified School District July 2005 - Present
Toastmasters International 2010 - 2011
WFG World Group Securities 2007 - 2011
San Bernardino Unified School District August 2002 - January 2005
Sunrise Christian Schools January 1998 - January 2002
Skills
Public Speaking, Public Relations, PowerPoint, Branding & Identity, Arbitration, Collective Bargaining, Elementary Education, Teaching, Staff Development, Curriculum Development, Curriculum Design, Tutoring, Educational Leadership, Community Outreach, Educational Technology, Teacher Training, Non-profits, Lesson Planning, Coaching, Literacy, Event Planning, Editing, Nonprofits, Microsoft Office, Leadership, Leadership Development, Fundraising, Team Building, Training, Instructional Design, Program Development, Research, Classroom, Adult Education, Higher Education, Workshop Facilitation, Volunteer Management, Grant Writing, Student Affairs, Classroom Management, E-Learning, Distance Learning, Conflict Resolution, Technology Integration, Program Evaluation, Career Counseling, Education Policy, Grants, Organizational..., Social Networking
Education
National University 2002 — 2006
Masters, Education; Teaching Credential
California State Polytechnic University-Pomona 1978 — 1982
B A, Behavorial Science
Eisenhower 1975 — 1978
Eisenhower was a High School, College Prep Classes
PHP October 2012 - Present
Cherokee Consulting, LLC May 2010 - Present
PHP Agency LLC, People Helping People 2012 - 2014
WFG World Group Securities 2002 - 2012
Total Mortgage Processing 2004 - 2006
Hager Marketing Group 2001 - 2002
IBM Education And Training 1997 - 2000
Skills
Asset Allocation, Fixed Assets, Insurance, Health Insurance, Holistic Life Coaching, Holistic Financial..., Investment Properties, Investment Strategies, Alternative Investments, Retirement Savings, Retirement Planning, Team Building, Team Leadership, Consulting, Private Equity
Education
Howard University 1979 — 1983
Bachelor of Business Administration (BBA), International Business Major; Finance Minor
Opus Bank April 2014 - Present
_ September 2012 - April 2014
Joes' Old Fashioned BBQ March 2009 - August 2012
San Diego National Bank 1996 - June 2010
WFG World Group Securities 2004 - 2006
Skills
Banking, Credit, Loans, Mortgage Lending, Commercial Banking, Commercial Lending, Consumer Lending, Investments, Business Analysis, Vendor Management, Insurance, Finance, Risk Management, Financial Analysis, Disaster preparedness, Retail Banking, Credit Analysis, Portfolio Management, Credit Risk, Small Business Lending, Management, Financial Services, Customer Service, Leadership
Education
San Diego State University-California State University 1990 — 2006
Business Management
SDSU
Business Administration and Management, General
Centurion Producer Century 21 Action! May 1998 - Present
Century 21 Action! April 1998 - Present
WFG World Group Securities 2007 - 2008
LBUSD 1995 - 2002
Skills
Investment Properties, REO, First Time Home Buyers, Foreclosures, Sellers, Listings, Relocation, HUD, Short Sales, Condos, Vacation Homes
Education
GRI 2007 — 2008
Associate of Arts (AA), Graduate of the Realtor Institute
Long Beach City College 1990 — 1996
AA, EARLY CHILDHOOD DEVELOPMENT
VIP Independent Mortgage CA May 2014 - Present
Fairway Independent Mortgage Corporation August 2013 - May 2014
Wells Fargo Home Mortgage January 2008 - September 2013
Mountain West Finan 2011 - 2011
WFG World Group Securities 2005 - 2007
Skills
Mortgage Lending, Loans, Real Estate, PowerPoint, Credit, Banking, Investment Properties, Refinance, Consumer Lending, Finance, Investments, Strategic Financial..., Financial Analysis, FHA, Residential Mortgages, FHA financing, First Time Home Buyers, Loan Origination, Mortgage Banking, Sales, VA loans, Short Sales, Financial Planning, VA Loans, FHA Financing
Education
California State University-Fullerton 1992 — 1996
Business Administration, Management and Operations
Saint John Bosco 1988 — 1992
Sky Dolly June 2006 - October 2010
WFG World Group Securities 2006 - 2007
Education
University of California, Santa Cruz 1996 — 1997
Deckers Brands February 2008 - Present
WFG World Group Securities May 2004 - February 2008
Dillards June 2003 - February 2006
Hunt's Building Center September 1998 - June 2003
Education
Northern Arizona University, College of Business Administration 1998 — 2002
Bachelor of Business Administration (BBA), Marketing
SpearPoint Solutions August 2007 - Present
WFG World Group Securities September 1992 - December 2008
Skills
Marketing Strategy, Research, Entrepreneurship, Public Speaking, Social Media, Idea Generation, Business Ideas, Success Coaching, Personal Development..., Coaching, Customer Service, Strategic Planning, Personal Development, Event Planning, Marketing, Team Building, Fundraising, Sales Management, Small Business, Sales Process, Leadership, Business Planning, New Business Development, Direct Sales, Start-ups, Social Networking, Sales, Online Advertising, Business Development, Public Relations, Strategy, Social Media Marketing, Leadership Development, Training, Account Management, Selling, Event Management, Marketing Communications, B2B, Management, Negotiation, Strategic Partnerships, Budgets, CRM, Finance, Management Consulting, Recruiting, Team Leadership, E-commerce, Marketing Management
Education
Miami University 1979 — 1980
Marketing
New Miami
Wells Fargo Advisors August 2013 - Present
Kaplan Financial Education October 2007 - Present
Transamerica Financial Advisors, Inc. January 2013 - August 2013
WFG World Group Securities 2007 - 2012
Skills
401k Rollovers, Asset Allocation, Financial Advisory, Fixed Income Strategies, Life Insurance, Series 6, Investments, Estate Planning, Retirement Planning, Retirement, Portfolio Management, Fixed Annuities
Education
USC 2010 — 2012
Masters of Arts, Education
Cornell University 1984 — 1989
Bachelor of Science, General Studies
CARING HANDS PHYSIOTHERAPY LTD December 2014 - Present
FSE financial January 2013 - Present
World Financial Group, Calgary (WFG) 2009 - January 2013
WFG World Group Securities November 2009 - August 2011
Skills
Retirement Planning, Mutual Funds, Public Speaking, Fixed Annuities, Retirement, Life Insurance, Strategic Financial..., Marketing, Investments, Insurance, Budgets, Estate Planning, Wealth Management, Customer Service, Sales, Team Building, Critical Illness
Education
Mount Royal College
Certificate, Marketing/Marketing Management, General
WFG World Group Securities November 2008 - Present
Skills
Investments, Financial Services, Finance, Financial Planning, Mutual Funds, Insurance, Wealth Management, Retirement, Portfolio Management, Financial Analysis
Education
University of Phoenix-Southern California Campus 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
University of La Verne 1990 — 1992
Bachelor's degree, Health/Health Care Administration/Management
Las Angeles City College 1978 — 1979
Associate of Science (A.S.), Nuclear Medicine Technology
California State University-Long Beach 1976 — 1979
Pre-Physical Therapy Studies
WORLD FINANCIAL GROUP September 2004 - Present
Corpus Cristi 2013 - 2015
WFG World Group Securities 2005 - 2011
Skills
Insurance, Mentoring, Financial Planning, Sales Management, Mortgage, Investments, Public Speaking, Problem Solving, Customer Service, Customer Relations, Team Building, Compliance, Risk Management, Supervisory Skills, Financial Management, Financial Analysis, New Business Development, Retirement Planning, Mutual Funds, Wealth Management, Asset Management, Business Planning, Estate Planning, Loans, Strategic Financial..., Asset Managment, Mortgage Lending, Fixed Annuities, Wealth, Entrepreneurship, Small Business, Banking, Life Insurance, Coaching, Budgets
Education
University of Alberta
Siemens Industry March 2011 - Present
Siemens Industry, Inc. January 2008 - March 2011
Blac Inc. June 2003 - January 2008
WFG World Group Securities October 2002 - September 2003
SMC Pneumatics May 2001 - April 2003
US Navy June 1997 - November 1999
Skills
New Business Development, SAP, Sales, Contract Management, Proposal Writing, Engineering, Continuous Improvement, Manufacturing, Process Improvement, Automation, Business Process..., Preventive Maintenance, Microsoft Office, Program Management, Troubleshooting
Education
University of Phoenix 2006 — 2008
BSBM, Business Management, 3.65
Elgin Community College 1994 — 1995
General Studies
St. Charles HS 1989 — 1994
Bachelor’s Degree, Business Management
Lisle Jr. High 1986 — 1989
Mastermind Financial Consultants December 2013 - Present
One Trust Home Loans July 2015 - Present
PrimeSource Mortgage, Inc. September 2014 - June 2015
Residential Bancorp February 2014 - September 2014
H&R Block December 2009 - December 2013
Provident Bank Mortgage December 2012 - September 2013
First Mortgage Corporation April 2011 - April 2012
WFG World Group Securities November 2007 - February 2012
Skills
Bilingual-Spanish, Credit, Real Estate, Refinance, Financial Analysis, Finance, Tax, Mortgage Lending, Loans, Microsoft Excel, Strategic Planning, Budgets, Payroll, Real Estate Financing, Investments, Marketing, Strategic Financial..., Sellers, Loan Origination, Residential Mortgages, FHA, Small Business, Leadership, Real Estate Transactions, Mortgage Underwriting, Mortgage Banking, Process Improvement, Short Sales, Insurance, Credit Analysis, Banking, First Time Home Buyers, Funding
Education
Sawyer Business College 1983 — 1984
Accounting Diploma, Accounting and Business/Management, A
Citrus College 1979 — 1983
AA degrees, Humanities (music) and Math
Glendora High School 1976 — 1979
Diploma, General Education
WFG World Group Securities March 2014 - Present
Education
Humber College 2009 — 2010
1st Consumer Financial Solutions July 2009 - Present
1st Consumer Advisory Group Inc 2013 - 2013
Equity Leadersohip Group 2002 - 2008
Cap West Securities 2002 - 2004
WFG World Group Securities 1995 - 2001
Skills
Strategic Financial..., Retirement Planning, Insurance, Employee Benefits, Investments, Marketing Strategy, Strategic Planning, Asset Allocation, Budgets, IRAs, Financial Services, Executive Management, New Business Development, Fixed Annuities, Management Consulting, Mortgage Lending, Retirement, Risk Management, Series 7, Team Building, 401k, Small Business, Portfolio Management, Leadership, Sales Management, Disability Insurance, Investment Management, Wealth, Wealth Management, Negotiation, Mergers & Acquisitions, Investment Strategies, Coaching, Long-term Care, Mutual Funds, Financial Planners, Estate Planning, Savings, Term Life Insurance, Life Insurance, Financial Advisory, Health Insurance, Investment Advisory, Securities, Personal Finance, Leadership Development, Finance, Asset Management, Series 63, Pensions
Education
South Dakota State University 1977 — 1981
BS
WFG World Group Securities June 2013 - Present
McCallum High School January 2013 - May 2013
Seeking Sitters Austin, TX January 2012 - December 2012
KTW English Academy August 2011 - December 2011
AT&T September 2006 - July 2010
Skills
Research, Microsoft Office, Social Media, Public Speaking, Politics, PowerPoint, Microsoft Word, Microsoft Excel, Political Science, English, Event Planning, Political Campaigns, Teamwork, Public Relations, Community Outreach, International Relations, Editing, Customer Service, Public Policy, Fundraising
Education
The University of Texas at Austin 2012 — 2013
Certification, High School History and Economics
Texas State University 2009 — 2012
Liberty Tax Service January 2011 - Present
WFG World Group Securities March 2010 - Present
Education
State University of New York at Delhi
York University August 2015 - September 2015
WFG World Group Securities December 2009 - February 2015
Service Ontario March 2014 - June 2014
Zellers October 2004 - June 2012
Unitech Metal Works Inc. January 2006 - December 2009
Skills
Health Insurance, Investment Banking, Financial Services, Office Administration, Customer Service..., Microsoft Word, Microsoft Excel, PowerPoint, Medical Transcription, File Management, Operating Systems, Appointment Scheduling, Records Management, File Archiving, Typing, Access, EPR Certificate, Meeting Scheduling
Education
Seneca College of Applied Arts and Technology
Associate's Degree, Records and Information Management
Seneca College of Applied Arts and Technology 2005 — 2007
Diploma, Office Administration
Provincial Government 2010 — 2011
Mutual Fund (Security Licensed), IFIC/ CIFC
Provincial Government 2012 — 2012
Licentiate degree, LLQP
Insurance Group August 2011 - Present
Prudential Financial March 2009 - August 2011
WFG World Group Securities May 2005 - March 2009
Skills
Investments, Small Business, Customer Service, Budgeting, Annuities, Long Term Care, Customer Relations, Term Life Insurance, Retirement Planning, Microsoft Office, Health Insurance, Mutual Funds, Financial Analysis, Sales Management, PowerPoint, Health, Strategic Planning, Employee Benefits, IRA's, Excel, New Business Development, Estate Planning, 401k, Compliance, Risk Management, Word, Problem Solving, Coaching, Team Building, Retirement, Disability Insurance, Business Analysis, Public Relations, Insurance, Financial Planning, Insurance Planning, Series 6, Asset Management, Annuity, Dental, Wealth, Group Benefits, Wealth Management, Securities, Pensions, Business Planning, Portfolio Management, Long-term Care, Universal Life, Wealth Accumulation
Education
UCLA 1980 — 1983
BS, Math
Eteffagh 1976 — 1979
Pomeroy IT solutions April 2013 - Present
Government of Ontario May 2012 - Present
Bayer Inc September 2011 - July 2012
WFG World Group Securities July 2011 - July 2011
Government of Mauritius March 2001 - May 2011
Skills
ITIL, Business Analysis, Visio, SharePoint, Requirements Analysis, Microsoft SQL Server, Systems Analysis, SQL, Software Documentation, Project Management, Active Directory, Requirements Gathering, IT Service Management, Business Intelligence, Databases, Integration, Oracle, IT Management
Education
University of Technology, Mauritius 2009 — 2011
Msc Specialist Informaton System :BSc (Hons), Purchasing & Supply Management
WFG World Group Securities July 2008 - Present
Parex USA, Inc. October 2004 - Present
Banco Interamericano de Finanzas - BIF January 1991 - August 1995
Banco Sur del Peru March 1980 - December 1990
Education
Universidad de Lima 1977 — 1985
BACHELOR, ECONOMICS, ECONOMIST
WFG World Group Securities July 2011 - Present
Skills
Strategic Planning, Financial Planning
Education
Cal State San Bernardino 1998 — 1999
Bachelor's degree