WFG World Group Securities

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WFG World Group Securities Employees

Employee
Years
Job
Industry
James Schwartz James Schwartz Plano, Texas Details
James Schwartz's WFG World Group Securities Experience 2010 - 2012
Job Registered Representative at Transamerica Financial Advisors, Inc., Executive Marketing Director at WFG
Industry Financial Services
Experience
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

Phillip Brezine Phillip Brezine Fresno, California Details
Phillip Brezine's WFG World Group Securities Experience November 2012 - Present
Job Language Arts Teacher
Industry Education Management
Experience
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

Larry Tantilla, AIF® Larry Tantilla, AIF® Downers Grove, Illinois Details
Larry Tantilla, AIF®'s WFG World Group Securities Experience September 1999 - November 2003
Job Financial Advisor at Tantilla Financial Services
Industry Financial Services
Experience
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

Brad Church Brad Church Portland, Oregon Area Details
Brad Church's WFG World Group Securities Experience April 2011 - January 2012
Job Analyst Customer Quality at VWR International, LLC
Industry Logistics and Supply Chain
Experience
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

Ernesto Prendez Ernesto Prendez Stockton, California Details
Ernesto Prendez's WFG World Group Securities Experience 2000 - 2005
Job Administrative Professional / Safety at City of Stockton
Industry Government Administration
Experience
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

Mike Fronk Mike Fronk Sacramento, California Area Details
Mike Fronk's WFG World Group Securities Experience December 2004 - April 2007
Job Digital Marketing Consultant at WSI Cybersmart
Industry Marketing and Advertising
Experience
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

Ed Cullen Ed Cullen Las Vegas, Nevada Details
Ed Cullen's WFG World Group Securities Experience March 2004 - August 2006
Job Convention Concierge at Aria Resort and Casino
Industry Hospitality
Experience
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

Dawnelle Cook Dawnelle Cook Burbank, California Details
Dawnelle Cook's WFG World Group Securities Experience October 2009 - November 2011
Job Account Executive at Katz Media Group
Industry Marketing and Advertising
Experience
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

Oral Rickards Oral Rickards Toronto, Canada Area Details
Oral Rickards's WFG World Group Securities Experience 2007 - 2014
Job Regional Director at Experior Financial Group
Industry Financial Services
Experience
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

vullie torrence vullie torrence Las Vegas, Nevada Details
vullie torrence's WFG World Group Securities Experience April 2008 - Present
Job financial at WFG World Group Securities
Industry Financial Services
Experience
WFG World Group Securities   April 2008 - Present

Skills
Connecting People

Education
Glendale Community College

John Muir Mustangs

Clayton Morales Clayton Morales Charlotte, North Carolina Area Details
Clayton Morales's WFG World Group Securities Experience January 2006 - December 2006
Job SEO Content Specialist | SEO Outreach | Link Building
Industry Marketing and Advertising
Experience
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

Mark DuBois Mark DuBois Orem, Utah Details
Mark DuBois's WFG World Group Securities Experience February 1996 - December 2001
Job Loan Officer, MLO289017 at Citywide Home Loans
Industry Financial Services
Experience
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

Eric Terry Eric Terry Greater Seattle Area Details
Eric Terry's WFG World Group Securities Experience June 2000 - June 2005
Job Relationship Manager at Key Bank
Industry Banking
Experience
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

David DeLaRosa David DeLaRosa Riverside, California Details
David DeLaRosa's WFG World Group Securities Experience April 2009 - April 2010
Job Fleet and Internet Sales Manager
Industry Automotive
Experience
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

Hector Bustamante Hector Bustamante Greater Chicago Area Details
Hector Bustamante's WFG World Group Securities Experience July 1999 - September 2003
Job Help customers with their IT needs
Industry Information Technology and Services
Experience
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

Zhen ( Danny) Lei Zhen ( Danny) Lei Houston, Texas Area Details
Zhen ( Danny) Lei's WFG World Group Securities Experience November 2010 - Present
Job Accountant
Industry Accounting
Experience
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

Leonard Joyce Leonard Joyce Naples, Florida Area Details
Leonard Joyce's WFG World Group Securities Experience July 2007 - May 2011
Job Semi retired
Industry Investment Management
Experience
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

Norlie Berdin Norlie Berdin Arlington, Texas Details
Norlie Berdin's WFG World Group Securities Experience September 1999 - February 2010
Job Technical Recruiter/Account Manager
Industry Staffing and Recruiting
Experience
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

Jane Redd Jane Redd Montrose, Colorado Details
Jane Redd's WFG World Group Securities Experience December 2010 - Present
Job Freedom Builder
Industry Financial Services
Experience
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

Robert Tait Robert Tait Fort Collins, Colorado Area Details
Robert Tait's WFG World Group Securities Experience June 2007 - December 2009
Job Team Leader at Keller Williams Northern Colorado
Industry Real Estate
Experience
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

Alexander DeZoysa Alexander DeZoysa San Francisco Bay Area Details
Alexander DeZoysa's WFG World Group Securities Experience 2010 - 2011
Job Construction Inspection at Jacobs
Industry Civil Engineering
Experience
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

MARNEIL R MERCADO MARNEIL R MERCADO Greater Los Angeles Area Details
MARNEIL R MERCADO's WFG World Group Securities Experience 1999 - 2002
Job Job Developer at Institute For Redesign & Learning
Industry Human Resources
Experience
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

Marian L Anderson Marian L Anderson Frederick, Maryland Details
Marian L Anderson's WFG World Group Securities Experience September 2010 - November 2012
Job Boutique Store Manager at Soma Intimates
Industry Retail
Experience
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

Rick Vassar Rick Vassar Greater Salt Lake City Area Details
Rick Vassar's WFG World Group Securities Experience 2004 - 2007
Job Licensed Marriage and Family Therapist at Maple Ridge Counseling
Industry Mental Health Care
Experience
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

Larry Barnard Sr Larry Barnard Sr Miami/Fort Lauderdale Area Details
Larry Barnard Sr's WFG World Group Securities Experience April 2002 - January 2005
Job Nationally Recognized Financial Services Strategist & TrainerNow LinkedIn Authority Expert.
Industry Financial Services
Experience
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

Randy Friedman Randy Friedman Greater Los Angeles Area Details
Randy Friedman's WFG World Group Securities Experience 2007 - 2010
Job HARD WORKER :) at ETHERIDGE FARMS/ ORGANIC FRUIT GROWER AND DISTRIBUTOR
Industry Farming
Experience
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

Sheila Houston Sheila Houston Greater Los Angeles Area Details
Sheila Houston's WFG World Group Securities Experience 2007 - 2011
Job Independent Beauty Consultant at Mary Kay Cosmetics
Industry Education Management
Experience
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

Cher Awahili Cher Awahili Atlanta, Georgia Details
Cher Awahili's WFG World Group Securities Experience 2002 - 2012
Job CEO at Cherokee Consulting, LLC
Industry Financial Services
Experience
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

Joe Lott Joe Lott Greater San Diego Area Details
Joe Lott's WFG World Group Securities Experience 2004 - 2006
Job Sr Client Experience Professional at Opus Bank
Industry Banking
Experience
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

Lilly Lopez Lilly Lopez Long Beach, California Details
Lilly Lopez's WFG World Group Securities Experience 2007 - 2008
Job Real Estate Agent at Century 21 Action
Industry Real Estate
Experience
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

Ayman Botros NMLSR ID 494896 Ayman Botros NMLSR ID 494896 Greater Los Angeles Area Details
Ayman Botros NMLSR ID 494896's WFG World Group Securities Experience 2005 - 2007
Job PreApproval Manager/Loan Officer at VIP Independent Mortgage CA
Industry Real Estate
Experience
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

Norm Becerra Norm Becerra Orange County, California Area Details
Norm Becerra's WFG World Group Securities Experience 2006 - 2007
Job Financial Services Consultant and Contractor
Industry Financial Services
Experience
Sky Dolly   June 2006 - October 2010
WFG World Group Securities   2006 - 2007

Education
University of California, Santa Cruz   1996 — 1997

Josh Clouse Josh Clouse Flagstaff, Arizona Area Details
Josh Clouse's WFG World Group Securities Experience May 2004 - February 2008
Job eCommerce Buyer
Industry Apparel & Fashion
Experience
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

Bob Sager Bob Sager West Chester, Ohio Details
Bob Sager's WFG World Group Securities Experience September 1992 - December 2008
Job Founder, SpearPoint Solutions
Industry Think Tanks
Experience
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

Kerryl Johnson Kerryl Johnson Madison, Wisconsin Area Details
Kerryl Johnson's WFG World Group Securities Experience 2007 - 2012
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Sergey Raiter Sergey Raiter Calgary, Canada Area Details
Sergey Raiter's WFG World Group Securities Experience November 2009 - August 2011
Job Registered Massage Therapist, Neuromuscular Therapist at CARING HANDS PHYSIOTHERAPY LTD
Industry Financial Services
Experience
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

Michael P. Daley Michael P. Daley Greater Los Angeles Area Details
Michael P. Daley's WFG World Group Securities Experience November 2008 - Present
Job Senior Associate at WFG World Group Securities
Industry Financial Services
Experience
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

Heidi Buenviaje Heidi Buenviaje Edmonton, Canada Area Details
Heidi Buenviaje's WFG World Group Securities Experience 2005 - 2011
Job BRANCH OFFICE MANAGER at WORLD FINANCIAL GROUP
Industry International Affairs
Experience
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

Todd Stopen Todd Stopen Elgin, Illinois Details
Todd Stopen's WFG World Group Securities Experience October 2002 - September 2003
Job Senior Proposal Specialist at Siemens Industry
Industry Industrial Automation
Experience
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

Greg Seymour Greg Seymour Ontario, California Details
Greg Seymour's WFG World Group Securities Experience November 2007 - February 2012
Job MLO at One Trust Home Loans
Industry Financial Services
Experience
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

Harmesh Mann Harmesh Mann Toronto, Canada Area Details
Harmesh Mann's WFG World Group Securities Experience March 2014 - Present
Job Life Insurance Agent at WFG World Group Securities
Industry Hospital & Health Care
Experience
WFG World Group Securities   March 2014 - Present

Education
Humber College   2009 — 2010

Craig Sorenson Craig Sorenson Greater Denver Area Details
Craig Sorenson's WFG World Group Securities Experience 1995 - 2001
Job CEO at 1st Consumer Financial Solutions
Industry Financial Services
Experience
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

Lorraine DeNardis Lorraine DeNardis Austin, Texas Details
Lorraine DeNardis's WFG World Group Securities Experience June 2013 - Present
Job Training Associate at WFG World Group Securities
Industry Financial Services
Experience
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

faye slater faye slater Orlando, Florida Area Details
faye slater's WFG World Group Securities Experience March 2010 - Present
Job Tax Preparer at Liberty Tax Service
Industry Financial Services
Experience
Liberty Tax Service  January 2011 - Present
WFG World Group Securities   March 2010 - Present

Education
State University of New York at Delhi

Narges Majd Narges Majd Toronto, Canada Area Details
Narges Majd's WFG World Group Securities Experience December 2009 - February 2015
Job Records and Information Manager, Office Administration, Archive Manager
Industry Information Services
Experience
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

Roya Pouldar Roya Pouldar Los Angeles, California Details
Roya Pouldar's WFG World Group Securities Experience May 2005 - March 2009
Job Insurance agent at Insurance Group
Industry Insurance
Experience
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

Vasanta Sokappadu Vasanta Sokappadu Toronto, Canada Area Details
Vasanta Sokappadu's WFG World Group Securities Experience July 2011 - July 2011
Job IT Architect at Pomeroy IT solutions
Industry Logistics and Supply Chain
Experience
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

PATRICIA LIZARZABURU PATRICIA LIZARZABURU Greater Los Angeles Area Details
PATRICIA LIZARZABURU's WFG World Group Securities Experience July 2008 - Present
Job Associate at WFG World Group Securities
Industry Financial Services
Experience
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

Jihad Mohamed Jihad Mohamed Rialto, California Details
Jihad Mohamed's WFG World Group Securities Experience July 2011 - Present
Job associate at WFG World Group Securities
Industry Financial Services
Experience
WFG World Group Securities   July 2011 - Present

Skills
Strategic Planning, Financial Planning

Education
Cal State San Bernardino   1998 — 1999
Bachelor's degree