WMA Securities, Inc.
Description
Address: 1750 Montgomery St, San Francisco, CA 94111 Phone: (415) 954-8532Place name: : : : Category: : Hours: : Website: : Category: Stock broker Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of WMA Securities Inc Posting publicly on the Web Write a review Reviews Be the first to review
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WMA Securities, Inc. Employees
Employee
Years
Job
Industry
Debbie Kassebaum-Ince Debbie Kassebaum-Ince's WMA Securities, Inc. Experience 1997 - 1999
Job President |Executive Recruiter at Executive Talent Finders |Certified Kolbe Consultant debbie@executivetalentfinders.com
Industry Staffing and Recruiting
Experience
Executive Talent Finders, Inc 2013 - Present
Pura Vida Ventures, LLC November 2006 - Present
International Search Consultants 2009 - 2013
Largan Inc. March 2000 - July 2007
Hi-Tech Institute 1999 - 2000
WMA Securities, Inc. 1997 - 1999
DeVry University 1991 - 1997
Skills
Talent Acquisition, Full-cycle Recruiting, Applicant Tracking..., Technical Recruiting, College Recruiting, Executive Coaching, Executive Search, Executive Education, SDLC, Internet Recruiting, Recruiting, Strategic Planning, Interviews, Human Resources, Coaching, Training, Cold Calling, Sales, Leadership, Benefits Negotiation, Sourcing, Career Development, Temporary Placement, Screening, Personnel Management, Management, Temporary Staffing, Resume Writing, Career Counseling, Performance Management, Employee Training, Hiring, Succession Planning, Start-ups, Employee Benefits, Workforce Planning, Contract Recruitment, Talent Management, Onboarding, Employee Relations, HR Consulting, Staffing Services, Employee Engagement, Networking, Permanent Placement, Screening Resumes, RPO, Search, Recruitment Advertising, HRIS
Education
Arizona State University 1982 — 1986
B.S. Business Administration, Marketing Management
Kubasaki High School 1977 — 1981
H.S. Diploma
Executive Talent Finders, Inc 2013 - Present
Pura Vida Ventures, LLC November 2006 - Present
International Search Consultants 2009 - 2013
Largan Inc. March 2000 - July 2007
Hi-Tech Institute 1999 - 2000
WMA Securities, Inc. 1997 - 1999
DeVry University 1991 - 1997
Skills
Talent Acquisition, Full-cycle Recruiting, Applicant Tracking..., Technical Recruiting, College Recruiting, Executive Coaching, Executive Search, Executive Education, SDLC, Internet Recruiting, Recruiting, Strategic Planning, Interviews, Human Resources, Coaching, Training, Cold Calling, Sales, Leadership, Benefits Negotiation, Sourcing, Career Development, Temporary Placement, Screening, Personnel Management, Management, Temporary Staffing, Resume Writing, Career Counseling, Performance Management, Employee Training, Hiring, Succession Planning, Start-ups, Employee Benefits, Workforce Planning, Contract Recruitment, Talent Management, Onboarding, Employee Relations, HR Consulting, Staffing Services, Employee Engagement, Networking, Permanent Placement, Screening Resumes, RPO, Search, Recruitment Advertising, HRIS
Education
Arizona State University 1982 — 1986
B.S. Business Administration, Marketing Management
Kubasaki High School 1977 — 1981
H.S. Diploma
Bob Krone Bob Krone's WMA Securities, Inc. Experience March 1995 - March 2003
Job Professional Photographer and Videographer at Bob Krone Photography
Industry Photography
Experience
Bob Krone Photography 2000 - Present
WMA Securities, Inc. March 1995 - March 2003
VAXA International, Inc. March 1994 - March 1995
Northwestern Mutual May 1966 - March 1994
Cape Girardeau Chamber of Commerce 1977 - 1980
Skills
Short Films, Media Production, Video, Event Photography, Art, Photography, Film, Commercials, Social Media Marketing, Fine Art, Photoshop, Social Networking, Location Scouting, Weddings, Commercial Photography, Camera, Creative Writing, Digital Photography, Lighting, Event Planning, Music Videos, Video Editing, Documentaries, Graphic Design, Editing, Public Relations, Post Production, Film Production, Cinematography, Entertainment, Editorial, Fashion Photography, Final Cut Pro, Image Editing, Multimedia, Portrait Photography, Portraits, Producing, Video Production, Videography, Wedding Photography, Photos, Fine Art Photography, Film Editing, Casting
Education
The American College 1967 — 1972
CLU, ChFC, Life Insurance, Financial Planning, Estate Planning
Southeast Missouri State University 1962 — 1966
Bachelor of Science in Business Administration, Marketing Management with Biology Minor, 3.9
Bob Krone Photography 2000 - Present
WMA Securities, Inc. March 1995 - March 2003
VAXA International, Inc. March 1994 - March 1995
Northwestern Mutual May 1966 - March 1994
Cape Girardeau Chamber of Commerce 1977 - 1980
Skills
Short Films, Media Production, Video, Event Photography, Art, Photography, Film, Commercials, Social Media Marketing, Fine Art, Photoshop, Social Networking, Location Scouting, Weddings, Commercial Photography, Camera, Creative Writing, Digital Photography, Lighting, Event Planning, Music Videos, Video Editing, Documentaries, Graphic Design, Editing, Public Relations, Post Production, Film Production, Cinematography, Entertainment, Editorial, Fashion Photography, Final Cut Pro, Image Editing, Multimedia, Portrait Photography, Portraits, Producing, Video Production, Videography, Wedding Photography, Photos, Fine Art Photography, Film Editing, Casting
Education
The American College 1967 — 1972
CLU, ChFC, Life Insurance, Financial Planning, Estate Planning
Southeast Missouri State University 1962 — 1966
Bachelor of Science in Business Administration, Marketing Management with Biology Minor, 3.9
Jon Dowat Jon Dowat's WMA Securities, Inc. Experience 1995 - 2000
Job Bankruptcy and Tax Attorney
Industry Law Practice
Experience
Thinking Outside the Box, Inc. January 2004 - Present
Allianz Life Insurance of North America January 2001 - Present
WMA Securities, Inc. 1995 - 2000
Skills
Investments, Strategic Financial..., Retirement Planning, Estate Planning, Securities, Mutual Funds, Finance, Insurance, Tax, Restructuring, IRAs, Bankruptcy, Due Diligence
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1999 — 2004
J.D, Taxation Law
Indiana University Bloomington 1979 — 1982
BS, Economics and Math
Thinking Outside the Box, Inc. January 2004 - Present
Allianz Life Insurance of North America January 2001 - Present
WMA Securities, Inc. 1995 - 2000
Skills
Investments, Strategic Financial..., Retirement Planning, Estate Planning, Securities, Mutual Funds, Finance, Insurance, Tax, Restructuring, IRAs, Bankruptcy, Due Diligence
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1999 — 2004
J.D, Taxation Law
Indiana University Bloomington 1979 — 1982
BS, Economics and Math
Lee Tibstra Lee Tibstra's WMA Securities, Inc. Experience January 1996 - June 1997
Job President of Smart Money Retirement Solutions and The Tibstra Agency, Inc.
Industry Financial Services
Experience
Smart Money Retirement Solutions May 1996 - Present
The Tibstra Agency, Inc. June 1977 - Present
WMA Securities, Inc. January 1996 - June 1997
Skills
IRAs, Retirement Planning, Long-term Care, Fixed Annuities, Small Business, Life Insurance, Insurance, Real Estate, Disability Insurance, Underwriting, Term Life Insurance, Finance, Financial Services, Retirement, Whole Life
Education
Calvin College 1976 — 1978
Business, Economics
Smart Money Retirement Solutions May 1996 - Present
The Tibstra Agency, Inc. June 1977 - Present
WMA Securities, Inc. January 1996 - June 1997
Skills
IRAs, Retirement Planning, Long-term Care, Fixed Annuities, Small Business, Life Insurance, Insurance, Real Estate, Disability Insurance, Underwriting, Term Life Insurance, Finance, Financial Services, Retirement, Whole Life
Education
Calvin College 1976 — 1978
Business, Economics
Tim Grubb Tim Grubb's WMA Securities, Inc. Experience December 1995 - April 1998
Job Associate 1 at Extra Help Services, University of Illinois
Industry Accounting
Experience
Extra Help Services, University of Illinois June 2014 - Present
Self-Employed March 2005 - September 2015
Extra Help Services, University of Illinois June 2014 - June 2015
Security Partners International, Inc. September 2011 - April 2014
ServiceMaster Clean October 2007 - March 2009
ServiceMaster Acceptance Company May 1998 - August 2007
Insurance of America Agency, Inc. May 1997 - May 1998
ServiceMaster January 1997 - April 1998
WMA Securities, Inc. December 1995 - April 1998
Han Nam University August 1992 - July 1995
Skills
Training, Small Business, Analysis, Marketing, Customer Service, Business Development, Accounting, Management, Team Building, Strategic Planning, Process Improvement, QuickBooks, Insurance, Finance, Sales Management, Budgets, Franchising, Sales, Negotiation, Leadership, P&L, Customer Satisfaction
Education
Westmont College 1978 — 1987
Bachelor of Arts (B.A.), Religious Studies
College of DuPage 1998 — 2012
Certificate in Advanced Accounting with High Honors
Extra Help Services, University of Illinois June 2014 - Present
Self-Employed March 2005 - September 2015
Extra Help Services, University of Illinois June 2014 - June 2015
Security Partners International, Inc. September 2011 - April 2014
ServiceMaster Clean October 2007 - March 2009
ServiceMaster Acceptance Company May 1998 - August 2007
Insurance of America Agency, Inc. May 1997 - May 1998
ServiceMaster January 1997 - April 1998
WMA Securities, Inc. December 1995 - April 1998
Han Nam University August 1992 - July 1995
Skills
Training, Small Business, Analysis, Marketing, Customer Service, Business Development, Accounting, Management, Team Building, Strategic Planning, Process Improvement, QuickBooks, Insurance, Finance, Sales Management, Budgets, Franchising, Sales, Negotiation, Leadership, P&L, Customer Satisfaction
Education
Westmont College 1978 — 1987
Bachelor of Arts (B.A.), Religious Studies
College of DuPage 1998 — 2012
Certificate in Advanced Accounting with High Honors
Dr. Brian Winsor Dr. Brian Winsor's WMA Securities, Inc. Experience June 1996 - July 1999
Job Founder at Paideia Academies, Inc
Industry Higher Education
Experience
Paideia Academies, Inc 2011 - Present
The Principal's Office May 2009 - July 2012
University of Phoenix December 2007 - June 2012
Burke Basic School June 2006 - January 2009
ABS School Services June 2002 - July 2006
Life Charter School April 1999 - May 2002
WMA Securities, Inc. June 1996 - July 1999
Granite School District July 1991 - June 1995
Skills
Staff Development, Team Building, Curriculum Development, Organizational..., Teaching, Classroom, E-Learning, Leadership, Higher Education, Curriculum Design, Training, Distance Learning, Leadership Development, Public Speaking, Program Management, Adult Education, Student Affairs, Instructional Design, Special Education, Educational Leadership, Coaching, Educational Technology, Tutoring, Research, Instructional Technology, Teacher Training, Nonprofits, Grants, Conflict Resolution, Program Development, Elementary Education, Community Outreach
Education
Northcentral University 2004 — 2007
Ph.D., Organizational Leadership
University of Utah 1991 — 1994
M.S.Ed., Special Education
Northern Arizona University 1984 — 1987
B.S., Education/History
Paideia Academies, Inc 2011 - Present
The Principal's Office May 2009 - July 2012
University of Phoenix December 2007 - June 2012
Burke Basic School June 2006 - January 2009
ABS School Services June 2002 - July 2006
Life Charter School April 1999 - May 2002
WMA Securities, Inc. June 1996 - July 1999
Granite School District July 1991 - June 1995
Skills
Staff Development, Team Building, Curriculum Development, Organizational..., Teaching, Classroom, E-Learning, Leadership, Higher Education, Curriculum Design, Training, Distance Learning, Leadership Development, Public Speaking, Program Management, Adult Education, Student Affairs, Instructional Design, Special Education, Educational Leadership, Coaching, Educational Technology, Tutoring, Research, Instructional Technology, Teacher Training, Nonprofits, Grants, Conflict Resolution, Program Development, Elementary Education, Community Outreach
Education
Northcentral University 2004 — 2007
Ph.D., Organizational Leadership
University of Utah 1991 — 1994
M.S.Ed., Special Education
Northern Arizona University 1984 — 1987
B.S., Education/History
Karen Heisler Karen Heisler's WMA Securities, Inc. Experience 1998 - 2000
Job Executive Director at RDI Financial Inc.
Industry Nonprofit Organization Management
Experience
RDI Financial Inc. February 2011 - Present
Rural Dynamics Inc. May 2006 - December 2014
Prairie Mountain Bank 2004 - 2006
FMC Leasing 2000 - 2004
WMA Securities, Inc. 1998 - 2000
State of Montana 1990 - 1996
Skills
Nonprofits, Policy, Community Development, Program Development, Fundraising, Community Outreach, Grants, Grant Writing, Program Management, Budgets, Public Policy, Leadership, Training, Policy Analysis, Economic Development, Non-profits, Volunteer Management, Strategic Planning, Program Evaluation, Media Relations, Supervisory Skills, Affordable Housing, Coalitions, Budget Development, Coalition Building, financial management, Small Business..., Program Financial..., Credit Counseling, Small Business Lending
Education
Park University 2009 — 2015
Master of Arts (M.A.), Organizational Communication and Leadership
Montana State University-Billings 2003 — 2007
BS, Organizational Communication and Management
RDI Financial Inc. February 2011 - Present
Rural Dynamics Inc. May 2006 - December 2014
Prairie Mountain Bank 2004 - 2006
FMC Leasing 2000 - 2004
WMA Securities, Inc. 1998 - 2000
State of Montana 1990 - 1996
Skills
Nonprofits, Policy, Community Development, Program Development, Fundraising, Community Outreach, Grants, Grant Writing, Program Management, Budgets, Public Policy, Leadership, Training, Policy Analysis, Economic Development, Non-profits, Volunteer Management, Strategic Planning, Program Evaluation, Media Relations, Supervisory Skills, Affordable Housing, Coalitions, Budget Development, Coalition Building, financial management, Small Business..., Program Financial..., Credit Counseling, Small Business Lending
Education
Park University 2009 — 2015
Master of Arts (M.A.), Organizational Communication and Leadership
Montana State University-Billings 2003 — 2007
BS, Organizational Communication and Management
Ronald Gutlay Ronald Gutlay's WMA Securities, Inc. Experience January 1999 - December 2000
Job Accounting Manager
Industry Gambling & Casinos
Experience
Thunderbird Resorts, Inc. September 2011 - Present
IRI Golf Group, LLC July 2008 - March 2011
InfoSonics December 2000 - July 2008
WMA Securities, Inc. January 1999 - December 2000
J. Michelle of California January 1993 - December 1998
Sterling Bank July 1989 - January 1993
Education
California State University San Marcos
B.S., Accounting
Thunderbird Resorts, Inc. September 2011 - Present
IRI Golf Group, LLC July 2008 - March 2011
InfoSonics December 2000 - July 2008
WMA Securities, Inc. January 1999 - December 2000
J. Michelle of California January 1993 - December 1998
Sterling Bank July 1989 - January 1993
Education
California State University San Marcos
B.S., Accounting
Dan Merriman's WMA Securities, Inc. Experience 1994 - 2002
Job at RIch Dad Franchise
Industry Professional Training & Coaching
Experience
Rich Dad Franchise March 2009 - Present
Financial MD, Inc. 2001 - Present
World Marketing Alliance 1998 - 2003
WMA Securities, Inc. 1994 - 2002
Utah National Guard 1992 - 1996
US Army 1988 - 1990
Education
Utah State University 1993 — 1995
Bachelors in Business, Finance
Snow College 1991 — 1993
Associates, Physical Therapy
Rich Dad Franchise March 2009 - Present
Financial MD, Inc. 2001 - Present
World Marketing Alliance 1998 - 2003
WMA Securities, Inc. 1994 - 2002
Utah National Guard 1992 - 1996
US Army 1988 - 1990
Education
Utah State University 1993 — 1995
Bachelors in Business, Finance
Snow College 1991 — 1993
Associates, Physical Therapy
Scott Reckamp's WMA Securities, Inc. Experience January 1999 - April 2002
Job Vice President at Ares Management
Industry Capital Markets
Experience
Ares Management July 2013 - Present
AREA Property Partners LP June 2011 - June 2013
Securities Network LLC April 2004 - May 2011
Capital Markets Compliance, LLC April 2002 - May 2011
Herenton Capital Partners November 2004 - May 2005
American Securities Group July 2003 - December 2004
World Group Securities April 2002 - May 2002
World Financial Group June 2001 - May 2002
WMA Securities, Inc. January 1999 - April 2002
NASD Regulation July 1997 - January 1999
Skills
AML, FINRA, Hedge Funds, Investments, Banking, Due Diligence, Asset Management, Securities, Venture Capital, Capital Markets, Investment Advisory, SEC, Management, Marketing, Financial Analysis
Education
Berry College 1992 — 1996
B.S. Bus. Administration, Finance
Ares Management July 2013 - Present
AREA Property Partners LP June 2011 - June 2013
Securities Network LLC April 2004 - May 2011
Capital Markets Compliance, LLC April 2002 - May 2011
Herenton Capital Partners November 2004 - May 2005
American Securities Group July 2003 - December 2004
World Group Securities April 2002 - May 2002
World Financial Group June 2001 - May 2002
WMA Securities, Inc. January 1999 - April 2002
NASD Regulation July 1997 - January 1999
Skills
AML, FINRA, Hedge Funds, Investments, Banking, Due Diligence, Asset Management, Securities, Venture Capital, Capital Markets, Investment Advisory, SEC, Management, Marketing, Financial Analysis
Education
Berry College 1992 — 1996
B.S. Bus. Administration, Finance
Matt Luckey's WMA Securities, Inc. Experience May 2000 - April 2002
Job Branch Office Manager at Transamerica Financial Advisors, Inc.
Industry Investment Management
Experience
Transamerica Financial Advisors, Inc. January 2012 - Present
Investment Advisors International June 2006 - January 2012
World Group Securities September 2005 - June 2007
World Group Securities April 2002 - September 2005
WMA Securities, Inc. May 2000 - April 2002
Education
Georgia State University 1998 — 2002
Finance
Transamerica Financial Advisors, Inc. January 2012 - Present
Investment Advisors International June 2006 - January 2012
World Group Securities September 2005 - June 2007
World Group Securities April 2002 - September 2005
WMA Securities, Inc. May 2000 - April 2002
Education
Georgia State University 1998 — 2002
Finance
Rod Kresge's WMA Securities, Inc. Experience April 1995 - October 1999
Job Finding a way to make to it happen.
Industry Investment Management
Experience
J.P. Turner & Company Capital Management, LLC October 2002 - Present
Northstar Strategic Solutions April 2001 - October 2002
Centennial Capital Management, Inc. October 1999 - April 2001
WMA Securities, Inc. April 1995 - October 1999
Skills
Portfolio Management, Series 7, Investments, Securities, Series 63, Equities, Retirement Planning, Retirement, Alternative Investments, Investment Advisory, FINRA, Series 24, Wealth Management, Financial Services, Hedge Funds, Strategic Financial..., Risk Management, Mutual Funds, Fixed Income, Asset Management, Securities Regulation, Capital Markets, Estate Planning, Options, Financial Planning, Management
Education
Georgia State University
Bachelor of Arts (B.A.), Political Science and Government
Oglethorpe University
Financial Planning Certificate
J.P. Turner & Company Capital Management, LLC October 2002 - Present
Northstar Strategic Solutions April 2001 - October 2002
Centennial Capital Management, Inc. October 1999 - April 2001
WMA Securities, Inc. April 1995 - October 1999
Skills
Portfolio Management, Series 7, Investments, Securities, Series 63, Equities, Retirement Planning, Retirement, Alternative Investments, Investment Advisory, FINRA, Series 24, Wealth Management, Financial Services, Hedge Funds, Strategic Financial..., Risk Management, Mutual Funds, Fixed Income, Asset Management, Securities Regulation, Capital Markets, Estate Planning, Options, Financial Planning, Management
Education
Georgia State University
Bachelor of Arts (B.A.), Political Science and Government
Oglethorpe University
Financial Planning Certificate