World Financial Group
Industry: Multi-level marketing company
DescriptionWorld Financial Group is a multi-level marketing company based in Johns Creek, Georgia, a suburb of Atlanta, which sells investment, insurance, and various other financial products through a network of distributors in the United States, Canada, and Puerto Rico. Founder: Hubert Humphrey Founded: 1991 Parent organization: Transamerica Corporation CEO: Joe DiPaola (1 Apr 2008–) Headquarters: Johns Creek, Georgia, United States Subsidiaries: WFG Reinsurance Limited, WFG Properties Holdings, LLC, Innergy Lending, LLC, WFG China Holdings, Inc.
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World Financial Group Employees
Employee
Years
Job
Industry
Aisha (Barrie) Brown Aisha (Barrie) Brown's World Financial Group Experience August 2014 - Present
Job Business Owner/Financial Planner/Realtor
Industry
Experience
World Financial Group August 2014 - Present
Elite City Kids Childcare & Learning Academies December 2009 - Present
Complete Realty May 2006 - Present
Chevron June 1999 - September 2011
Education
University of Houston, C.T. Bauer College of Business 2006 — 2008
Master of Business Administration (M.B.A.), Finance & Management
Emory University - Goizueta Business School 1999 — 2003
Bachelor's Degree, Business - Finance & Management
World Financial Group August 2014 - Present
Elite City Kids Childcare & Learning Academies December 2009 - Present
Complete Realty May 2006 - Present
Chevron June 1999 - September 2011
Education
University of Houston, C.T. Bauer College of Business 2006 — 2008
Master of Business Administration (M.B.A.), Finance & Management
Emory University - Goizueta Business School 1999 — 2003
Bachelor's Degree, Business - Finance & Management
Sofia Snodgrass Sofia Snodgrass's World Financial Group Experience September 2002 - November 2014
Job SR New Business Associate at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Wold Financial Group September 2006 - November 2014
Transamerica Financial Advisors, Inc. September 2002 - November 2014
World Financial Group September 2002 - November 2014
World Financial Group January 2004 - January 2006
World Financial Group January 2002 - January 2003
SOFIA Y. SNODGRASS January 2000 - January 2002
Bechtel Corporation January 1999 - November 1999
Bechtel Overseas Corp January 1999 - November 1999
Hotel Las Américas Resort , Spa y Centro de Convenciones March 1996 - October 1998
Hotel Las Americas 5 starts January 1996 - January 1998
Skills
Mutual Funds, Strategic Financial..., English-Spanish, Leadership, Microsoft Excel, Insurance, Management, Financial Statements, Databases, Access, Outlook, Data Entry, Team Leadership, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Project Management, Strategic Planning
Education
Gwinnett Technical College 2002 — 2005
Diploma, Office Business Technology
Gwinnett Technical College 2001 — 2005
Diploma, General Office Occupations and Clerical Services
Pedro Ruiz Gallo 1967 — 1981
High School
Pedro Ruiz Gallo
High School Diploma
Wold Financial Group September 2006 - November 2014
Transamerica Financial Advisors, Inc. September 2002 - November 2014
World Financial Group September 2002 - November 2014
World Financial Group January 2004 - January 2006
World Financial Group January 2002 - January 2003
SOFIA Y. SNODGRASS January 2000 - January 2002
Bechtel Corporation January 1999 - November 1999
Bechtel Overseas Corp January 1999 - November 1999
Hotel Las Américas Resort , Spa y Centro de Convenciones March 1996 - October 1998
Hotel Las Americas 5 starts January 1996 - January 1998
Skills
Mutual Funds, Strategic Financial..., English-Spanish, Leadership, Microsoft Excel, Insurance, Management, Financial Statements, Databases, Access, Outlook, Data Entry, Team Leadership, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Project Management, Strategic Planning
Education
Gwinnett Technical College 2002 — 2005
Diploma, Office Business Technology
Gwinnett Technical College 2001 — 2005
Diploma, General Office Occupations and Clerical Services
Pedro Ruiz Gallo 1967 — 1981
High School
Pedro Ruiz Gallo
High School Diploma
Snjezana Susan Ilic Snjezana Susan Ilic's World Financial Group Experience 2004 - 2007
Job Financial Advisor at Greatway Financial
Industry Financial Services
Experience
Greatway Financial January 2013 - Present
GreatLife Financial May 2011 - Present
Hub Financial 2008 - 2009
World Financial Group 2004 - 2007
Skills
Retirement Planning, Retirement Income..., Financial Planning, Leadership, Strategic Financial..., Finance, Retirement, Financial Advisory, Wealth Management, Budgets, Investments, Mutual Funds, Wealth, Insurance, Investment Advisory, Management, Investment Strategies, Critical Illness, Estate Planning, Asset Allocation, Financial Planners, Residential Mortgages, Portfolio Management, Mortgage Lending, Financial Services, Disability Insurance
Education
Mount Royal University
University of Sarajevo, Bosnia and Herzegovina; Mount Royar University, Calgary AB
Bachelor of Laws (LL.B.); CFP (in process), Financial Planning and Services
Greatway Financial January 2013 - Present
GreatLife Financial May 2011 - Present
Hub Financial 2008 - 2009
World Financial Group 2004 - 2007
Skills
Retirement Planning, Retirement Income..., Financial Planning, Leadership, Strategic Financial..., Finance, Retirement, Financial Advisory, Wealth Management, Budgets, Investments, Mutual Funds, Wealth, Insurance, Investment Advisory, Management, Investment Strategies, Critical Illness, Estate Planning, Asset Allocation, Financial Planners, Residential Mortgages, Portfolio Management, Mortgage Lending, Financial Services, Disability Insurance
Education
Mount Royal University
University of Sarajevo, Bosnia and Herzegovina; Mount Royar University, Calgary AB
Bachelor of Laws (LL.B.); CFP (in process), Financial Planning and Services
Luis Ruben Rodriguez's World Financial Group Experience April 2004 - September 2008
Job School Psychologist (Intern) at Santa MonicaMalibu Unified School District
Industry Education Management
Experience
Santa Monica-Malibu Unified School District September 2014 - Present
Los Angeles Team Mentoring August 2009 - Present
Disney Consumer Products September 2008 - August 2014
World Financial Group April 2004 - September 2008
Bank of America November 2000 - March 2004
Skills
Cross-functional Team..., Market Research, Qualitative Research, PowerPoint, Microsoft Excel, Sales, Data Analysis, Project Management, Microsoft Office, Team Building, Social Media Marketing, Education, Budgets, Strategic Planning, Marketing Strategy, Analysis, Customer Service, Forecasting, Program Management, Training
Education
National University 2012 — 2015
Master of Science, School Psychology, Currently Enrolled
National University 2009 — 2011
Bachelor of Arts (BA), Psychology, A
Heald College-Fresno
Associate of Science (AS), Business/Commerce, General
Santa Monica-Malibu Unified School District September 2014 - Present
Los Angeles Team Mentoring August 2009 - Present
Disney Consumer Products September 2008 - August 2014
World Financial Group April 2004 - September 2008
Bank of America November 2000 - March 2004
Skills
Cross-functional Team..., Market Research, Qualitative Research, PowerPoint, Microsoft Excel, Sales, Data Analysis, Project Management, Microsoft Office, Team Building, Social Media Marketing, Education, Budgets, Strategic Planning, Marketing Strategy, Analysis, Customer Service, Forecasting, Program Management, Training
Education
National University 2012 — 2015
Master of Science, School Psychology, Currently Enrolled
National University 2009 — 2011
Bachelor of Arts (BA), Psychology, A
Heald College-Fresno
Associate of Science (AS), Business/Commerce, General
Jeremy Richard Jeremy Richard's World Financial Group Experience November 2007 - March 2011
Job Southern California Edison (SCE) / Intercon Security at Intercon Security
Industry Individual & Family Services
Experience
Southern California Edison (SCE) / Intercon Security June 2013 - Present
Rich Dad Education 2015 - 2015
Rich Dad Education 2015 - 2015
Use Your Mind and Win April 2011 - December 2013
MyFoodRecruiter 2013 - 2013
World Financial Group November 2007 - March 2011
Target Corporation January 2008 - September 2010
UPS August 2002 - August 2004
US Army September 1995 - July 2002
Skills
Stress, Stress Management, Hypnotherapy, Self-esteem, Anger Management
Education
Hypnosis Motivation Institute 2010 — 2011
Certificate, Hypnotherapy/ Nero Linguistic Programming
University of California, Berkeley 2004 — 2007
German
Georg-August-Universität Göttingen 2005 — 2006
German
Baldwin Park High School.
Southern California Edison (SCE) / Intercon Security June 2013 - Present
Rich Dad Education 2015 - 2015
Rich Dad Education 2015 - 2015
Use Your Mind and Win April 2011 - December 2013
MyFoodRecruiter 2013 - 2013
World Financial Group November 2007 - March 2011
Target Corporation January 2008 - September 2010
UPS August 2002 - August 2004
US Army September 1995 - July 2002
Skills
Stress, Stress Management, Hypnotherapy, Self-esteem, Anger Management
Education
Hypnosis Motivation Institute 2010 — 2011
Certificate, Hypnotherapy/ Nero Linguistic Programming
University of California, Berkeley 2004 — 2007
German
Georg-August-Universität Göttingen 2005 — 2006
German
Baldwin Park High School.
Derek Tedrick Derek Tedrick's World Financial Group Experience May 2003 - Present
Job Senior Marketing Director at World Financial Group (WFG)
Industry Financial Services
Experience
World Financial Group (WFG) May 2003 - Present
World Financial Group May 2003 - Present
Telus Mobility September 2003 - April 2004
Nortel September 2000 - May 2001
Skills
Public Speaking, Training & Development, Team Leadership, Financial Analysis, Interpersonal..., Networking, Business Planning, Team Building, Marketing, Strategic Planning, Call Center, Marketing Strategy, Sales, Coaching, Customer Service, Employee Training, Leadership Development, Data Analysis, Goal Setting, Investment Strategies, Successful Business..., Technical Writing, Meeting Planning, Appointment Scheduling, Teaching, Computer Proficiency, Microsoft Office, Retirement Planning, Retirement, Leadership, Fixed Annuities, Investments, Universal Life, Financial Advisory, Wealth Accumulation
Education
DeVry Institute of Technology 1999 — 2003
BSc, Electronics Engineering Technology
World Financial Group (WFG) May 2003 - Present
World Financial Group May 2003 - Present
Telus Mobility September 2003 - April 2004
Nortel September 2000 - May 2001
Skills
Public Speaking, Training & Development, Team Leadership, Financial Analysis, Interpersonal..., Networking, Business Planning, Team Building, Marketing, Strategic Planning, Call Center, Marketing Strategy, Sales, Coaching, Customer Service, Employee Training, Leadership Development, Data Analysis, Goal Setting, Investment Strategies, Successful Business..., Technical Writing, Meeting Planning, Appointment Scheduling, Teaching, Computer Proficiency, Microsoft Office, Retirement Planning, Retirement, Leadership, Fixed Annuities, Investments, Universal Life, Financial Advisory, Wealth Accumulation
Education
DeVry Institute of Technology 1999 — 2003
BSc, Electronics Engineering Technology
Sami Louzia's World Financial Group Experience January 2005 - August 2007
Job Financial Specialist at NATIONWIDE INSURANCEUmanoffBoyer Agency 2123908394
Industry Insurance
Experience
Umanoff-Boyer Agency October 2007 - Present
Nationwide Insurance August 2007 - Present
World Financial Group January 2005 - August 2007
Skills
Insurance, Life Insurance, Finance, Underwriting, Investments, Property & Casualty..., Access, Financial Analysis, Strategic Planning, Customer Service, Commercial Insurance, Real Estate, Casualty, Asset Management, Fixed Annuities, Marketing, Disability Insurance, General Insurance, Health Insurance, Microsoft Excel, Social Media, Long-term Care, Whole Life, Sales, Casualty Claims, Strategic Financial..., Sales Management, Negotiation, Term Life Insurance, Property Damage, CPCU, Umbrella Insurance, Commercial Real Estate, Analysis, Retirement Planning, New Business Development, Long Term Care Insurance, Series 6, IRAs, Competitive Intelligence, 401k, Retirement, Marketing Strategy, Team Building, Social Media Marketing
Education
Long Island University 1996 — 2000
Finance
Umanoff-Boyer Agency October 2007 - Present
Nationwide Insurance August 2007 - Present
World Financial Group January 2005 - August 2007
Skills
Insurance, Life Insurance, Finance, Underwriting, Investments, Property & Casualty..., Access, Financial Analysis, Strategic Planning, Customer Service, Commercial Insurance, Real Estate, Casualty, Asset Management, Fixed Annuities, Marketing, Disability Insurance, General Insurance, Health Insurance, Microsoft Excel, Social Media, Long-term Care, Whole Life, Sales, Casualty Claims, Strategic Financial..., Sales Management, Negotiation, Term Life Insurance, Property Damage, CPCU, Umbrella Insurance, Commercial Real Estate, Analysis, Retirement Planning, New Business Development, Long Term Care Insurance, Series 6, IRAs, Competitive Intelligence, 401k, Retirement, Marketing Strategy, Team Building, Social Media Marketing
Education
Long Island University 1996 — 2000
Finance
Kulbir Ghai Kulbir Ghai's World Financial Group Experience January 2011 - Present
Job President at FIA San Diego
Industry Financial Services
Experience
FIA San Diego January 2013 - Present
NetIP San Diego January 2012 - Present
World Financial Group January 2011 - Present
Star Of India April 1987 - Present
Sikh Foundation, San Diego April 2000 - January 2011
Performance Electronics, San Diego January 1986 - November 1993
V P Vijh March 1981 - July 1984
Skills
Social Enterpreneur, Social Networking, Volunteer Management, Volunteer Coordination, Operations Management, Entrepreneur, Tax, Retirement Planning, 401k, Planning, Small Business, Strategic Planning, Marketing Strategy, Coaching, Social Media, Retail, Leadership Development, Fundraising, Entrepreneurship, Soccer Coach, Nature Photography, Team Building, Career Strategist, Mentoring, Gardening, Start-up Consulting, New Restaurant Openings, Event Planning, Leadership, Start-ups, Strategy, Management, Project Planning, Insurance, Social Media Marketing, Sales, Fixed Annuities, Financial Services, Mergers & Acquisitions, Business Planning, Retirement, Business Strategy, Executive Management, Business Development, Strategic Partnerships, Strategic Financial..., Banking, Business, Management Consulting, Financial Advisory
Education
Guru Nanak Dev University 1982 — 1985
Law, Commercial Law
The Institute of Chartered Accountants of India 1980 — 1984
Guru Nanak Dev University, Law
Guru Nanak Dev University 1976 — 1983
B.Commerce and Management, Management, Accounting
FIA San Diego January 2013 - Present
NetIP San Diego January 2012 - Present
World Financial Group January 2011 - Present
Star Of India April 1987 - Present
Sikh Foundation, San Diego April 2000 - January 2011
Performance Electronics, San Diego January 1986 - November 1993
V P Vijh March 1981 - July 1984
Skills
Social Enterpreneur, Social Networking, Volunteer Management, Volunteer Coordination, Operations Management, Entrepreneur, Tax, Retirement Planning, 401k, Planning, Small Business, Strategic Planning, Marketing Strategy, Coaching, Social Media, Retail, Leadership Development, Fundraising, Entrepreneurship, Soccer Coach, Nature Photography, Team Building, Career Strategist, Mentoring, Gardening, Start-up Consulting, New Restaurant Openings, Event Planning, Leadership, Start-ups, Strategy, Management, Project Planning, Insurance, Social Media Marketing, Sales, Fixed Annuities, Financial Services, Mergers & Acquisitions, Business Planning, Retirement, Business Strategy, Executive Management, Business Development, Strategic Partnerships, Strategic Financial..., Banking, Business, Management Consulting, Financial Advisory
Education
Guru Nanak Dev University 1982 — 1985
Law, Commercial Law
The Institute of Chartered Accountants of India 1980 — 1984
Guru Nanak Dev University, Law
Guru Nanak Dev University 1976 — 1983
B.Commerce and Management, Management, Accounting
Avisar Sharma Avisar Sharma's World Financial Group Experience August 2009 - June 2013
Job Executive Director for Treasury at BCSA
Industry Investment Banking
Experience
BMO Financial Group July 2015 - Present
BMO Financial Group July 2015 - Present
Bhartiya Cultural Society of Alberta March 2015 - Present
PCAA Constituency - Edmonton Ellerslie January 2015 - Present
YUVA November 2014 - Present
Bhartiya Cultural Society of Alberta April 2014 - March 2015
BCSA Youth Group October 2013 - October 2014
PC Alberta July 2014 - September 2014
World Financial Group August 2009 - June 2013
GoodLife Fitness January 2013 - February 2013
Skills
Microsoft Excel, Proformas, Commercial Lending, Mercantile Lending, Mercantile Credit, Consumer Credit..., Loan Applications, Insurance Applications, Mutual Funds, Consumer Credit, Stock Trading, Accounting, Life Insurance, Financial Statements, Financial Analysis, Financial Reporting, Microsoft Office, Teamwork, Computer Maintenance, Time Management, Customer Service, Marketing Communications, Marketing, Team Leadership, Research, Public Speaking, Computer Repair, Critical Thinking, Event Planning, Teaching Skills, Event Management, Fundraising, Photoshop, Sales, Persuasive Presentations, Project Management, Human Resources, Financial Accounting, Financial Risk..., MIS, Information Systems, Personal Budgeting, Capital Budgeting, Retirement Planning, Emergency Room, Mortgage Banking
Education
Northern Alberta Institute of Technology / NAIT 2012 — 2015
Bachelor of Business Administration (BBA), Finance
University of Alberta 2012 — 2014
Open Studies, Biology and Chemistry
MacEwan University 2011 — 2014
Open Studies, Statistics, Business Law, Marketing, Economics
York University 2009 — 2011
Bachelors Degree, Biology, General
Emery Collegiate Institute 2005 2005 — 2009
High School Diploma, Physical Sciences, A
BMO Financial Group July 2015 - Present
BMO Financial Group July 2015 - Present
Bhartiya Cultural Society of Alberta March 2015 - Present
PCAA Constituency - Edmonton Ellerslie January 2015 - Present
YUVA November 2014 - Present
Bhartiya Cultural Society of Alberta April 2014 - March 2015
BCSA Youth Group October 2013 - October 2014
PC Alberta July 2014 - September 2014
World Financial Group August 2009 - June 2013
GoodLife Fitness January 2013 - February 2013
Skills
Microsoft Excel, Proformas, Commercial Lending, Mercantile Lending, Mercantile Credit, Consumer Credit..., Loan Applications, Insurance Applications, Mutual Funds, Consumer Credit, Stock Trading, Accounting, Life Insurance, Financial Statements, Financial Analysis, Financial Reporting, Microsoft Office, Teamwork, Computer Maintenance, Time Management, Customer Service, Marketing Communications, Marketing, Team Leadership, Research, Public Speaking, Computer Repair, Critical Thinking, Event Planning, Teaching Skills, Event Management, Fundraising, Photoshop, Sales, Persuasive Presentations, Project Management, Human Resources, Financial Accounting, Financial Risk..., MIS, Information Systems, Personal Budgeting, Capital Budgeting, Retirement Planning, Emergency Room, Mortgage Banking
Education
Northern Alberta Institute of Technology / NAIT 2012 — 2015
Bachelor of Business Administration (BBA), Finance
University of Alberta 2012 — 2014
Open Studies, Biology and Chemistry
MacEwan University 2011 — 2014
Open Studies, Statistics, Business Law, Marketing, Economics
York University 2009 — 2011
Bachelors Degree, Biology, General
Emery Collegiate Institute 2005 2005 — 2009
High School Diploma, Physical Sciences, A
Abelardo Flores Espinoza Abelardo Flores Espinoza's World Financial Group Experience November 2008 - August 2009
Job Relationship Banker at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase March 2011 - Present
US Bancorp August 2009 - March 2011
World Financial Group November 2008 - August 2009
Skills
Leadership Development, Personal Development, Leadership, Entrepreneurship, Small Business, Sales, Network Marketing, Investments, Time Management
Education
University of California, Riverside 2006 — 2008
Bachelor of Science, Business Administration; Information Systems
Long Beach City College 2003 — 2006
Associate of Arts, Liberal Studies
JPMorgan Chase March 2011 - Present
US Bancorp August 2009 - March 2011
World Financial Group November 2008 - August 2009
Skills
Leadership Development, Personal Development, Leadership, Entrepreneurship, Small Business, Sales, Network Marketing, Investments, Time Management
Education
University of California, Riverside 2006 — 2008
Bachelor of Science, Business Administration; Information Systems
Long Beach City College 2003 — 2006
Associate of Arts, Liberal Studies
AJ Balanza AJ Balanza's World Financial Group Experience August 2009 - June 2012
Job General Manager at Instant Imprints
Industry Marketing and Advertising
Experience
Instant Imprints October 2013 - Present
IMAJ Creations April 2009 - April 2015
SouthBound Graphics October 2012 - December 2013
World Financial Group August 2009 - June 2012
Epicentre Concerts October 2008 - March 2009
Skills
Branding & Identity, Brand Development, Screen Printing, Digital Printing, Machine Embroidery, Canvassing, Photography, Photoshop, Logo Design, Graphic Design, Illustrator, Web Design, Business Cards, Typography, Flyers, Packaging, Blogging, Digital Photography, InDesign, Customer Service, Fashion Photography, Layout, Adobe Creative Suite, Image Editing, Publication Development, Photo Editing, Team Building, Vinyl Banners, Leadership, Heat Transfer, Always Willing to Learn, Adaptability, Motivated self-starter, Dye Sublimation, Positive Can-do Attitude, Pre-press
Education
Fashion Institute of Design & Merchandising 2010 — 2012
Associates, Graphic design, 3.0
Instant Imprints October 2013 - Present
IMAJ Creations April 2009 - April 2015
SouthBound Graphics October 2012 - December 2013
World Financial Group August 2009 - June 2012
Epicentre Concerts October 2008 - March 2009
Skills
Branding & Identity, Brand Development, Screen Printing, Digital Printing, Machine Embroidery, Canvassing, Photography, Photoshop, Logo Design, Graphic Design, Illustrator, Web Design, Business Cards, Typography, Flyers, Packaging, Blogging, Digital Photography, InDesign, Customer Service, Fashion Photography, Layout, Adobe Creative Suite, Image Editing, Publication Development, Photo Editing, Team Building, Vinyl Banners, Leadership, Heat Transfer, Always Willing to Learn, Adaptability, Motivated self-starter, Dye Sublimation, Positive Can-do Attitude, Pre-press
Education
Fashion Institute of Design & Merchandising 2010 — 2012
Associates, Graphic design, 3.0
Erika Yagi Erika Yagi's World Financial Group Experience April 2014 - Present
Job Senior Marketing Director at World Financial Group
Industry Financial Services
Experience
World Financial Group April 2014 - Present
All Nippon Airways May 2011 - August 2013
Skills
Fluent Japanese, Fluent English, Japanese, Customer Service, Translation, Microsoft Word, French, Teamwork, PowerPoint, Outlook, Team Leadership
Education
University of California, Irvine 2008 — 2009
MA, Teaching
University of California, Irvine 2006 — 2008
BA, Japanese Language and Literature
El Camino College 2004 — 2006
World Financial Group April 2014 - Present
All Nippon Airways May 2011 - August 2013
Skills
Fluent Japanese, Fluent English, Japanese, Customer Service, Translation, Microsoft Word, French, Teamwork, PowerPoint, Outlook, Team Leadership
Education
University of California, Irvine 2008 — 2009
MA, Teaching
University of California, Irvine 2006 — 2008
BA, Japanese Language and Literature
El Camino College 2004 — 2006
Tony Trieu's World Financial Group Experience August 2012 - Present
Job Life Strategist | Senior Marketing Director at World Financial Group
Industry Financial Services
Experience
World Financial Group August 2012 - Present
Skills
Motivational Speaking, Positive Team Player, Positive Can-do Attitude, Team Building, Team Leadership, Graphic Design, Vehicle Graphics, Logo Design, Teamwork, Entrepreneurship
Education
Langara College
World Financial Group August 2012 - Present
Skills
Motivational Speaking, Positive Team Player, Positive Can-do Attitude, Team Building, Team Leadership, Graphic Design, Vehicle Graphics, Logo Design, Teamwork, Entrepreneurship
Education
Langara College
Kay Rowtham Kay Rowtham's World Financial Group Experience August 2014 - Present
Job Child Care Provider/Financial Advisor
Industry
Experience
Rowtham Family Child Care January 2015 - Present
World Financial Group August 2014 - Present
Rowtham Loan Signing Specialist June 2009 - Present
Self Travelling Notary June 2009 - Present
Skills
Legal Writing, Sales Manager, Loan..., Positive/Upbeat..., Goal Driven Oriented,..., Multi Tasking,..., Work well in fast pace..., Good Listener, Positive..., Inventory and Pricing..., Office Organization,..., Ability to work well..., The desire to learn,..., Management, Sales, Customer Service, Communication..., •Fruition/Capacity..., Team Building, Microsoft Office, Public Speaking
Education
Long Beach City College 2011 — 2014
AST, Marketing Management
Rowtham Family Child Care January 2015 - Present
World Financial Group August 2014 - Present
Rowtham Loan Signing Specialist June 2009 - Present
Self Travelling Notary June 2009 - Present
Skills
Legal Writing, Sales Manager, Loan..., Positive/Upbeat..., Goal Driven Oriented,..., Multi Tasking,..., Work well in fast pace..., Good Listener, Positive..., Inventory and Pricing..., Office Organization,..., Ability to work well..., The desire to learn,..., Management, Sales, Customer Service, Communication..., •Fruition/Capacity..., Team Building, Microsoft Office, Public Speaking
Education
Long Beach City College 2011 — 2014
AST, Marketing Management
Fidan Bela Fidan Bela's World Financial Group Experience February 2012 - Present
Job USMA Consulting
Industry Telecommunications
Experience
USMA consulting September 2012 - Present
World Financial group February 2012 - Present
QT Baby 2013 - 2014
JPM Chase November 2010 - January 2012
JPM Chase March 2009 - October 2010
EMPIRE COATING Inc December 2008 - December 2008
Walmart November 2006 - April 2008
Village House Restaurant January 2001 - January 2007
Skills
Recruiting, Customer Service, Entrepreneurship, Business Ideas, Collaborative Innovation, Foresight, Independent Travel, Albanian, Time Management
Education
DeVry University
Monroe Community College
Engineering sciences
USMA consulting September 2012 - Present
World Financial group February 2012 - Present
QT Baby 2013 - 2014
JPM Chase November 2010 - January 2012
JPM Chase March 2009 - October 2010
EMPIRE COATING Inc December 2008 - December 2008
Walmart November 2006 - April 2008
Village House Restaurant January 2001 - January 2007
Skills
Recruiting, Customer Service, Entrepreneurship, Business Ideas, Collaborative Innovation, Foresight, Independent Travel, Albanian, Time Management
Education
DeVry University
Monroe Community College
Engineering sciences
Carmelita McCoy Carmelita McCoy's World Financial Group Experience October 1999 - January 2011
Job Customer Service Specialist
Industry Photography
Experience
Citi July 2015 - Present
Saia Inc. April 2014 - December 2014
World Financial Group October 1999 - January 2011
World Financial Group 1999 - 2011
World Financial Group January 2000 - January 2005
World Financial Group January 1999 - January 2000
Skills
Training, Customer Service, Security, FINRA, Licensing, Insurance, Photography, Handmade Jewelry, Broker-Dealer, Data Entry, Microsoft Excel, Outlook, Microsoft Word, Microsoft Office
Education
Gwinnett Technical College 2012 — 2013
Criminal Justice
Gwinnett Technical College 2012 — 2013
Associate's degree, Criminal Justice
Jeremiah E. Burke High School
Citi July 2015 - Present
Saia Inc. April 2014 - December 2014
World Financial Group October 1999 - January 2011
World Financial Group 1999 - 2011
World Financial Group January 2000 - January 2005
World Financial Group January 1999 - January 2000
Skills
Training, Customer Service, Security, FINRA, Licensing, Insurance, Photography, Handmade Jewelry, Broker-Dealer, Data Entry, Microsoft Excel, Outlook, Microsoft Word, Microsoft Office
Education
Gwinnett Technical College 2012 — 2013
Criminal Justice
Gwinnett Technical College 2012 — 2013
Associate's degree, Criminal Justice
Jeremiah E. Burke High School
Samantha Lipton's World Financial Group Experience March 2003 - December 2006
Job Associate Account Manager at Momentous Insurance Brokerage, Inc.
Industry Executive Office
Experience
Momentous Insurance Brokerage, Inc. July 2015 - Present
PHP Agency LLC, People Helping People April 2015 - Present
Northwestern Mutual November 2010 - February 2015
Northwestern Mutual Financial Network January 2007 - September 2010
World Financial Group March 2003 - December 2006
Stryker March 2001 - April 2005
Skills
Sales, Finance, Insurance, Project Management, Retirement Planning, Outlook, Strategic Planning, Leadership, Investments, Management, Mutual Funds, Training, Credit, Microsoft Excel, Long-term Care, Securities, Budgets, PowerPoint, Customer Service, Risk Management, Life Insurance, Financial Services, Microsoft Word, Social Media, Time Management, Team Building, 401k, Asset Allocation, Asset Management, Wealth, Financial Modeling
Education
University of New Haven 1997 — 1999
BA, Music Industry
Institute of Audio Research 1996 — 1996
Certificate, Audio Engineering & Music Business
Goddard College 1994 — 1996
Music Industry & Audio Engineering
Momentous Insurance Brokerage, Inc. July 2015 - Present
PHP Agency LLC, People Helping People April 2015 - Present
Northwestern Mutual November 2010 - February 2015
Northwestern Mutual Financial Network January 2007 - September 2010
World Financial Group March 2003 - December 2006
Stryker March 2001 - April 2005
Skills
Sales, Finance, Insurance, Project Management, Retirement Planning, Outlook, Strategic Planning, Leadership, Investments, Management, Mutual Funds, Training, Credit, Microsoft Excel, Long-term Care, Securities, Budgets, PowerPoint, Customer Service, Risk Management, Life Insurance, Financial Services, Microsoft Word, Social Media, Time Management, Team Building, 401k, Asset Allocation, Asset Management, Wealth, Financial Modeling
Education
University of New Haven 1997 — 1999
BA, Music Industry
Institute of Audio Research 1996 — 1996
Certificate, Audio Engineering & Music Business
Goddard College 1994 — 1996
Music Industry & Audio Engineering
Jackie Schuette's World Financial Group Experience 2014 - Present
Job Architecture & Planning Professional
Industry Architecture & Planning
Experience
World Financial Group 2014 - Present
Schuette & Assoc. August 1978 - Present
Skills
AutoCAD Architecture, Photography, Inventing, SketchUp, ArcGIS, Photoshop, Architectural Design, Graphic Design, Construction Drawings, Illustrator, Microsoft Office, Residential Design, Graphics, Microsoft Word, Adobe Creative Suite, AutoCAD, Green Building, Design Research, Painting, Furnishings, Drawing, Renovation, Bathrooms, Art, Interior Design, Web Design, Construction Management, Residential Homes, Retail, Submittals, Space planning, Invention, Furniture, Sustainable Design, Mixed-use, Microsoft Excel, Sustainability, Space-planning, PowerPoint, Construction, Interior Architecture, Cabinetry, Newsletters, Lightroom, Custom Homes, Carpentry, InDesign, Digital Photography, Comprehensive Planning, Zoning
Education
Kansas State University 1969 — 1975
BLA, Landscape Architecture, Art, Biology, Architecture
ExamFX, Overland Park, KS
0215 Life and Health Insurance, Annuities, State of Florida
San Jose State University
Urban Planning gradutate studies
World Financial Group 2014 - Present
Schuette & Assoc. August 1978 - Present
Skills
AutoCAD Architecture, Photography, Inventing, SketchUp, ArcGIS, Photoshop, Architectural Design, Graphic Design, Construction Drawings, Illustrator, Microsoft Office, Residential Design, Graphics, Microsoft Word, Adobe Creative Suite, AutoCAD, Green Building, Design Research, Painting, Furnishings, Drawing, Renovation, Bathrooms, Art, Interior Design, Web Design, Construction Management, Residential Homes, Retail, Submittals, Space planning, Invention, Furniture, Sustainable Design, Mixed-use, Microsoft Excel, Sustainability, Space-planning, PowerPoint, Construction, Interior Architecture, Cabinetry, Newsletters, Lightroom, Custom Homes, Carpentry, InDesign, Digital Photography, Comprehensive Planning, Zoning
Education
Kansas State University 1969 — 1975
BLA, Landscape Architecture, Art, Biology, Architecture
ExamFX, Overland Park, KS
0215 Life and Health Insurance, Annuities, State of Florida
San Jose State University
Urban Planning gradutate studies
Cathy Hong Cathy Hong's World Financial Group Experience July 2000 - April 2002
Job Insurance
Industry Insurance
Experience
First American Property & Casualty Insurance Agency, Inc. July 2015 - Present
Jason Starkman, State Farm Insurance Agency September 2013 - Present
Tarbell Realtors October 2010 - June 2013
Permanent General Assurance Corp June 2006 - July 2010
Eastwood Insurance Agency August 2004 - March 2006
Alandale Insurance Agency April 2003 - August 2004
Toyota of Whittier May 2002 - May 2003
World Financial Group July 2000 - April 2002
Parkers Lighthouse September 1998 - August 2000
Hamburger Hamlet June 1996 - September 1998
Skills
Securites-Series 6 and..., CA Auto Sales/Leasing..., Property and Casualty..., CA Real Estate License..., Life and Health..., Insurance, Auto, Insurance Brokerage, Contract Negotiation, Licensing, CA Real Estate License, Customer Service, Leadership, Marketing, SFR, Training, Underwriting, Real Estate, Risk Management, Selling, Budgets, Investors, Single Family Homes, Short Sales, Cold Calling, Sales, Sales Process, Condos, First Time Home Buyers, 1031 Exchanges, Investments, Income Properties, Referrals, Move Up Buyers, Employee Benefits, Foreclosures, Process Scheduler, New Home Sales, Relocation, Listings, Investment Properties, Luxury, Buyer Representation, Finance, Property & Casualty..., Recruiting, Entrepreneurship, Business Planning, Property, Townhomes
Education
Saddleback College 2010 — 2013
Real Estate
Fullerton College 1993 — 2004
First American Property & Casualty Insurance Agency, Inc. July 2015 - Present
Jason Starkman, State Farm Insurance Agency September 2013 - Present
Tarbell Realtors October 2010 - June 2013
Permanent General Assurance Corp June 2006 - July 2010
Eastwood Insurance Agency August 2004 - March 2006
Alandale Insurance Agency April 2003 - August 2004
Toyota of Whittier May 2002 - May 2003
World Financial Group July 2000 - April 2002
Parkers Lighthouse September 1998 - August 2000
Hamburger Hamlet June 1996 - September 1998
Skills
Securites-Series 6 and..., CA Auto Sales/Leasing..., Property and Casualty..., CA Real Estate License..., Life and Health..., Insurance, Auto, Insurance Brokerage, Contract Negotiation, Licensing, CA Real Estate License, Customer Service, Leadership, Marketing, SFR, Training, Underwriting, Real Estate, Risk Management, Selling, Budgets, Investors, Single Family Homes, Short Sales, Cold Calling, Sales, Sales Process, Condos, First Time Home Buyers, 1031 Exchanges, Investments, Income Properties, Referrals, Move Up Buyers, Employee Benefits, Foreclosures, Process Scheduler, New Home Sales, Relocation, Listings, Investment Properties, Luxury, Buyer Representation, Finance, Property & Casualty..., Recruiting, Entrepreneurship, Business Planning, Property, Townhomes
Education
Saddleback College 2010 — 2013
Real Estate
Fullerton College 1993 — 2004
Grady Coleman Grady Coleman's World Financial Group Experience March 2005 - August 2008
Job Executive Assistant to Academic Dean at UC Hastings College of the Law
Industry Executive Office
Experience
UC Hastings College of the Law March 2012 - Present
Genentech August 2011 - April 2012
People Connection October 2008 - March 2009
World Financial Group March 2005 - August 2008
Skills
Final Cut Pro, Editing, Film
Education
Berkeley Digital Film School 2009 — 2010
n/a, Digital Film
Diablo Valley College 2004 — 2007
Transfer, Business Administration
UC Hastings College of the Law March 2012 - Present
Genentech August 2011 - April 2012
People Connection October 2008 - March 2009
World Financial Group March 2005 - August 2008
Skills
Final Cut Pro, Editing, Film
Education
Berkeley Digital Film School 2009 — 2010
n/a, Digital Film
Diablo Valley College 2004 — 2007
Transfer, Business Administration
Borhan Ahmed Borhan Ahmed's World Financial Group Experience January 2013 - December 2013
Job Manager at SME Pizza Hut Ontario Limited
Industry Banking
Experience
SME Pizza Hut Ontario Limited January 2014 - Present
World Financial Group January 2013 - December 2013
Humber College May 2012 - April 2013
CIBC Wood Gundy October 2012 - January 2013
The Lungla (Sylhet) Tea Company Ltd. (Incorporated in UK and an Associate of Lawrie Group plc UK) May 2005 - April 2011
The Lungla ( Sylhet ) Tea Company Limited January 1993 - April 2005
Skills
Windows, Microsoft Word, English, Research, Teamwork, Financial Analysis, Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Time Management, Event Planning, Marketing, Analysis, Data Analysis, Team Leadership, Social Media
Education
Humber College 2011 — 2013
Honours Graduate, Business Management-Financial Services, 86%
Bangladesh Institute of Management 1997 — 1999
Post Graduate Diploma, Management
University of Dhaka, Bangladesh 1984 — 1992
BSS(Honours) MSS, Economics
SME Pizza Hut Ontario Limited January 2014 - Present
World Financial Group January 2013 - December 2013
Humber College May 2012 - April 2013
CIBC Wood Gundy October 2012 - January 2013
The Lungla (Sylhet) Tea Company Ltd. (Incorporated in UK and an Associate of Lawrie Group plc UK) May 2005 - April 2011
The Lungla ( Sylhet ) Tea Company Limited January 1993 - April 2005
Skills
Windows, Microsoft Word, English, Research, Teamwork, Financial Analysis, Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Time Management, Event Planning, Marketing, Analysis, Data Analysis, Team Leadership, Social Media
Education
Humber College 2011 — 2013
Honours Graduate, Business Management-Financial Services, 86%
Bangladesh Institute of Management 1997 — 1999
Post Graduate Diploma, Management
University of Dhaka, Bangladesh 1984 — 1992
BSS(Honours) MSS, Economics
Susan Sever Susan Sever's World Financial Group Experience May 2007 - December 2008
Job Experienced Business Development Executive
Industry Information Technology and Services
Experience
Lightwell Inc. (formerly Oxford Consulting Group) April 2012 - Present
Astute Solutions January 2012 - March 2012
Astute Solutions October 2010 - January 2012
Strategic Sales & Marketing Partners April 2009 - September 2010
Cult Marketing April 2009 - July 2010
Acclimate Technologies, Inc April 2009 - June 2009
World Financial Group May 2007 - December 2008
Edict Systems March 2004 - May 2007
Sterling Commerce, Inc., an AT&T Company December 1996 - January 2004
AirTouch 1996 - 1996
Skills
B2B, Consultative Selling, New Business Development, Customer Satisfaction, Retail, Solution Selling, Management, Call Centers, Sales, Customer Service, Selling
Education
Kent State University 1989 — 1993
BS, General Studies
Plymouth Whitemarsh High School 1984 — 1988
Lightwell Inc. (formerly Oxford Consulting Group) April 2012 - Present
Astute Solutions January 2012 - March 2012
Astute Solutions October 2010 - January 2012
Strategic Sales & Marketing Partners April 2009 - September 2010
Cult Marketing April 2009 - July 2010
Acclimate Technologies, Inc April 2009 - June 2009
World Financial Group May 2007 - December 2008
Edict Systems March 2004 - May 2007
Sterling Commerce, Inc., an AT&T Company December 1996 - January 2004
AirTouch 1996 - 1996
Skills
B2B, Consultative Selling, New Business Development, Customer Satisfaction, Retail, Solution Selling, Management, Call Centers, Sales, Customer Service, Selling
Education
Kent State University 1989 — 1993
BS, General Studies
Plymouth Whitemarsh High School 1984 — 1988
Kah Eng Koh Kah Eng Koh's World Financial Group Experience 2013 - Present
Job Licensed Realtor© & Life Insurance Professional (British Columbia)
Industry Real Estate
Experience
World Financial Group 2013 - Present
Royal Pacific Realty 2012 - Present
Skills
Sellers, Buyer Representation, Luxury, Rentals, Investment Properties, Real Property, Buyers, Townhomes, Commercial Real Estate, Foreclosures, Referrals, Selling, Listings, Short Sales, Refinance, Single Family Homes, Real Estate Financing, New Home Sales, Relocation, Real Estate Development, Investors, First Time Home Buyers, Property, Condos, Sales
Education
University of San Francisco 1984 — 1985
Master of Business Administration (MBA)
Indiana University Bloomington 1980 — 1983
Bachelor of Science (B.Sc.), Computer Science
World Financial Group 2013 - Present
Royal Pacific Realty 2012 - Present
Skills
Sellers, Buyer Representation, Luxury, Rentals, Investment Properties, Real Property, Buyers, Townhomes, Commercial Real Estate, Foreclosures, Referrals, Selling, Listings, Short Sales, Refinance, Single Family Homes, Real Estate Financing, New Home Sales, Relocation, Real Estate Development, Investors, First Time Home Buyers, Property, Condos, Sales
Education
University of San Francisco 1984 — 1985
Master of Business Administration (MBA)
Indiana University Bloomington 1980 — 1983
Bachelor of Science (B.Sc.), Computer Science
Hank Yeh Hank Yeh's World Financial Group Experience August 2003 - Present
Job Republican Candidate for 19th Council District at NYC City Council
Industry Management Consulting
Experience
NYC City Council June 2013 - Present
Self Employed January 2007 - Present
World Financial Group August 2003 - Present
Kamal Corp June 1998 - August 2003
Sunnydale Farms, Inc March 1980 - June 1998
Skills
Budgets, Project Planning, Management, Fundraising, Accounting, Team Building, Marketing Communications, Negotiation, Organizational..., Strategic Planning, Leadership, Entrepreneurship, Financial Analysis, Event Planning, Business Process..., Analysis, Business Strategy, Team Leadership, New Business Development, Public Speaking, Public Relations, Business Development, Strategy, Risk Management, Business Planning, Nonprofits, Management Consulting, Policy, Leadership Development, Marketing Strategy, Marketing, Market Research
Education
LIU Brooklyn 1978 — 1980
Master of Business Administration (MBA), Management & Finance
NYC City Council June 2013 - Present
Self Employed January 2007 - Present
World Financial Group August 2003 - Present
Kamal Corp June 1998 - August 2003
Sunnydale Farms, Inc March 1980 - June 1998
Skills
Budgets, Project Planning, Management, Fundraising, Accounting, Team Building, Marketing Communications, Negotiation, Organizational..., Strategic Planning, Leadership, Entrepreneurship, Financial Analysis, Event Planning, Business Process..., Analysis, Business Strategy, Team Leadership, New Business Development, Public Speaking, Public Relations, Business Development, Strategy, Risk Management, Business Planning, Nonprofits, Management Consulting, Policy, Leadership Development, Marketing Strategy, Marketing, Market Research
Education
LIU Brooklyn 1978 — 1980
Master of Business Administration (MBA), Management & Finance
Ronald Atiba Ronald Atiba's World Financial Group Experience September 2007 - Present
Job Investment Banking at Turbo360
Industry Investment Banking
Experience
World Financial Group September 2007 - Present
Turbo360 January 2007 - Present
FYA Technology June 2004 - Present
California state department of corrections April 1996 - August 2007
Education
Golden Gate University 1983 — 1984
MBA, Information systems management
World Financial Group September 2007 - Present
Turbo360 January 2007 - Present
FYA Technology June 2004 - Present
California state department of corrections April 1996 - August 2007
Education
Golden Gate University 1983 — 1984
MBA, Information systems management
Yi Deng's World Financial Group Experience August 2006 - December 2006
Job International Pricing Analyst
Industry Logistics and Supply Chain
Experience
UPS Supply Chain Solutions 2014 - Present
SapientNitro January 2012 - May 2012
Georgia State University October 2010 - May 2012
United Commercial Bank September 2007 - September 2009
World Financial Group August 2006 - December 2006
Marshall's the TJX companies August 2002 - August 2005
Cutco Corporation September 2002 - October 2002
Skills
Marketing Strategy, Advertising, Digital Marketing, Consumer Insights, Consumer Behavior, Social Media, APAC, China Social Media, Market Research, Strategic Planning, Analytics, Business Strategy, Strategic Consulting, Financial Analysis, Financial Advisory, Management Consulting, Corporate Finance, International Business, Managerial Finance, Global Business..., Corporate Development
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2012
Master, Business Administration, Global Partners MBA
COPPEAD / UFRJ 2011 — 2011
Certificate, Graduate School of Business
Université Panthéon Sorbonne (Paris I) 2011 — 2011
Master d'Administration des Entreprises, Global Partners MBA Program
Georgia State University - J. Mack Robinson College of Business 2003 — 2007
Bachelor, Business Administration, Finance
UPS Supply Chain Solutions 2014 - Present
SapientNitro January 2012 - May 2012
Georgia State University October 2010 - May 2012
United Commercial Bank September 2007 - September 2009
World Financial Group August 2006 - December 2006
Marshall's the TJX companies August 2002 - August 2005
Cutco Corporation September 2002 - October 2002
Skills
Marketing Strategy, Advertising, Digital Marketing, Consumer Insights, Consumer Behavior, Social Media, APAC, China Social Media, Market Research, Strategic Planning, Analytics, Business Strategy, Strategic Consulting, Financial Analysis, Financial Advisory, Management Consulting, Corporate Finance, International Business, Managerial Finance, Global Business..., Corporate Development
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2012
Master, Business Administration, Global Partners MBA
COPPEAD / UFRJ 2011 — 2011
Certificate, Graduate School of Business
Université Panthéon Sorbonne (Paris I) 2011 — 2011
Master d'Administration des Entreprises, Global Partners MBA Program
Georgia State University - J. Mack Robinson College of Business 2003 — 2007
Bachelor, Business Administration, Finance
Robert L Moore Jr. MBA's World Financial Group Experience January 2000 - September 2002
Job Agent with New York Life helping clients with custom tailored solutions to [estate conservation, retirement planning, co
Industry Insurance
Experience
New York Life Insurance Company July 2015 - Present
Home Depot September 2014 - July 2015
VISIT Milwaukee July 2004 - August 2011
Milwaukee Journal Sentinel January 2002 - June 2004
World Financial Group January 2000 - September 2002
Skills
Marketing, Leadership, Budgets, Management, Sales, Strategic Planning, Marketing Management, Training, Event Planning, Sponsorship, Recruiting, Customer Service, Social Media, Event Management, Public Relations, Social Media Marketing, whole life Insurance, Term Life Insurance, Licensed to sell...
Education
Concordia University-Wisconsin 2008 — 2011
MBA, Marketing and Management
Concordia University-Wisconsin 2006 — 2008
Bachelors, BBA
Milwaukee Area Technical College 2002 — 2004
Associates, Marketing- Business 2 Business
Nicolet High School 1978 — 1982
Diploma
New York Life Insurance Company July 2015 - Present
Home Depot September 2014 - July 2015
VISIT Milwaukee July 2004 - August 2011
Milwaukee Journal Sentinel January 2002 - June 2004
World Financial Group January 2000 - September 2002
Skills
Marketing, Leadership, Budgets, Management, Sales, Strategic Planning, Marketing Management, Training, Event Planning, Sponsorship, Recruiting, Customer Service, Social Media, Event Management, Public Relations, Social Media Marketing, whole life Insurance, Term Life Insurance, Licensed to sell...
Education
Concordia University-Wisconsin 2008 — 2011
MBA, Marketing and Management
Concordia University-Wisconsin 2006 — 2008
Bachelors, BBA
Milwaukee Area Technical College 2002 — 2004
Associates, Marketing- Business 2 Business
Nicolet High School 1978 — 1982
Diploma
Bre Buenafe Bre Buenafe's World Financial Group Experience Shift SupervisorStarbucks Coffee CompanyOctober 2004 - May 2010
Job Owner, World Financial Group
Industry Financial Services
Experience
World Financial Group Shift SupervisorStarbucks Coffee CompanyOctober 2004 - May 2010
Northwestern Mutual 2008 - 2008
Education
Fresno Pacific University 2005 — 2009
BA, Business Admin: International Business and Finance
World Financial Group Shift SupervisorStarbucks Coffee CompanyOctober 2004 - May 2010
Northwestern Mutual 2008 - 2008
Education
Fresno Pacific University 2005 — 2009
BA, Business Admin: International Business and Finance
Satnam Singh Bansal, PMP, CSM, Lean Six Sigma Satnam Singh Bansal, PMP, CSM, Lean Six Sigma's World Financial Group Experience August 2008 - December 2009
Job Project Manager Corporate Finance at Verizon
Industry Telecommunications
Experience
Verizon March 2013 - Present
NextGen Information Services November 2010 - February 2013
AboveNet January 2010 - October 2010
NetworkingPS January 2009 - December 2009
World Financial Group August 2008 - December 2009
MMC July 2008 - December 2008
UTC Associates, Inc April 2004 - August 2008
Global Technical Services, Inc. January 2002 - April 2004
Accenture September 2000 - December 2001
Global Technical Services, Inc. May 1995 - August 2000
Skills
PMP, Telecommunications, Vendor Management, Program Management, Software Project..., SDLC, Leadership, Project Management, Management, Wireless, Testing, Project Planning, Requirements Analysis, Software Development, Business Analysis, CRM, Process Improvement, PMO, Team Leadership, Integration, Networking, Project Portfolio..., Visio, IT Management, Business Process..., Project Delivery, MS Project, ITIL, Resource Management, IT Strategy, Outsourcing, Cross-functional Team..., Business Process, Business Intelligence, Requirements Gathering, Product Development, Agile Methodologies, Consulting, Disaster Recovery, SharePoint, Cloud Computing, Team Building, Agile Project Management, Information Technology, IT Service Management, Enterprise Architecture, Data Center, Pre-sales, Service Delivery, VoIP
Education
University of Leeds 1977 — 1980
M.Phil, Electronics, Thesis not submitted.0
Coventry University 1974 — 1977
B.Sc Hons, Combined Engineering Studies, 2.1 Honors
Verizon March 2013 - Present
NextGen Information Services November 2010 - February 2013
AboveNet January 2010 - October 2010
NetworkingPS January 2009 - December 2009
World Financial Group August 2008 - December 2009
MMC July 2008 - December 2008
UTC Associates, Inc April 2004 - August 2008
Global Technical Services, Inc. January 2002 - April 2004
Accenture September 2000 - December 2001
Global Technical Services, Inc. May 1995 - August 2000
Skills
PMP, Telecommunications, Vendor Management, Program Management, Software Project..., SDLC, Leadership, Project Management, Management, Wireless, Testing, Project Planning, Requirements Analysis, Software Development, Business Analysis, CRM, Process Improvement, PMO, Team Leadership, Integration, Networking, Project Portfolio..., Visio, IT Management, Business Process..., Project Delivery, MS Project, ITIL, Resource Management, IT Strategy, Outsourcing, Cross-functional Team..., Business Process, Business Intelligence, Requirements Gathering, Product Development, Agile Methodologies, Consulting, Disaster Recovery, SharePoint, Cloud Computing, Team Building, Agile Project Management, Information Technology, IT Service Management, Enterprise Architecture, Data Center, Pre-sales, Service Delivery, VoIP
Education
University of Leeds 1977 — 1980
M.Phil, Electronics, Thesis not submitted.0
Coventry University 1974 — 1977
B.Sc Hons, Combined Engineering Studies, 2.1 Honors
Dan Hoelscher Dan Hoelscher's World Financial Group Experience 1997 - 2004
Job President & Founder, Seniormark, LLC
Industry Financial Services
Experience
Seniormark, LLC January 1997 - Present
Nationwide Financial Services 2004 - 2009
World Financial Group 1997 - 2004
Skills
Retirement, Finance, Financial Planners, Disability Insurance, Healthcare, Strategic Planning, Medicare, Insurance, 401k Rollovers, Strategic Financial..., Customer Service, Small Business, Retirement Planning, Long-term Care
Education
Wright State University 1987 — 1991
Heidelberg University
Seniormark, LLC January 1997 - Present
Nationwide Financial Services 2004 - 2009
World Financial Group 1997 - 2004
Skills
Retirement, Finance, Financial Planners, Disability Insurance, Healthcare, Strategic Planning, Medicare, Insurance, 401k Rollovers, Strategic Financial..., Customer Service, Small Business, Retirement Planning, Long-term Care
Education
Wright State University 1987 — 1991
Heidelberg University
Le Ha Le Ha's World Financial Group Experience October 2010 - Present
Job Senior Marketing Director at World Financial Group
Industry Insurance
Experience
World Financial Group October 2010 - Present
Ha Family Cultural Entertainment and Lion Dance 1999 - Present
SWAT Solutions May 2010 - November 2010
BlueCross BlueShield of Minnesota October 2000 - April 2010
Fortis Financial Group 1989 - 2000
FORTIS Inc., now Assurant 1989 - 2000
Fortis Financial Group (Western life) 1986 - 1989
West Publishing 1983 - 1986
Skills
Testing, Leadership, Software Development, SDLC, User Acceptance Testing, Business Analysis, SQL, Quality Assurance, ITIL, Change Management, Software Documentation, Business Process, PMO, Vendor Management, Team Leadership, Cross-functional Team..., Requirements Analysis, Enterprise Architecture, Business Requirements, Systems Analysis, Analysis, SharePoint, Data Warehousing, Business Intelligence, Business Process..., Project Management, Software Quality..., Integration, SOA, Visio, DB2, Unix, Access, Software Project..., Process Improvement, Project Portfolio..., Insurance, IT Strategy, Agile Methodologies, Requirements Gathering, PMP, Agile Project Management, Databases, Marketing, Data Analysis, Solution Architecture, Program Management, Business Architecture, Waterfall, IT Management
Education
Hennepin Technical College
Java
CAAM CDT
St. Paul College
Truong Phuc Duc
World Financial Group October 2010 - Present
Ha Family Cultural Entertainment and Lion Dance 1999 - Present
SWAT Solutions May 2010 - November 2010
BlueCross BlueShield of Minnesota October 2000 - April 2010
Fortis Financial Group 1989 - 2000
FORTIS Inc., now Assurant 1989 - 2000
Fortis Financial Group (Western life) 1986 - 1989
West Publishing 1983 - 1986
Skills
Testing, Leadership, Software Development, SDLC, User Acceptance Testing, Business Analysis, SQL, Quality Assurance, ITIL, Change Management, Software Documentation, Business Process, PMO, Vendor Management, Team Leadership, Cross-functional Team..., Requirements Analysis, Enterprise Architecture, Business Requirements, Systems Analysis, Analysis, SharePoint, Data Warehousing, Business Intelligence, Business Process..., Project Management, Software Quality..., Integration, SOA, Visio, DB2, Unix, Access, Software Project..., Process Improvement, Project Portfolio..., Insurance, IT Strategy, Agile Methodologies, Requirements Gathering, PMP, Agile Project Management, Databases, Marketing, Data Analysis, Solution Architecture, Program Management, Business Architecture, Waterfall, IT Management
Education
Hennepin Technical College
Java
CAAM CDT
St. Paul College
Truong Phuc Duc
Nely Go's World Financial Group Experience May 2014 - Present
Job Family Services Counselor at 6 Catholic Mortuaries
Industry Religious Institutions
Experience
Service Corporation International February 2015 - Present
The Tidings July 2014 - Present
World Financial Group May 2014 - Present
Wzyant tutorials January 2014 - Present
National Conference of Catechetical Leadership January 2001 - Present
Avon & Tupperware Consultancy September 1984 - Present
Archdiocese of Los Angeles 1993 - Present
Our Lady of Loretto School, Los Angeles August 2014 - January 2015
FILINVEST, USA June 2014 - January 2015
Call to Holiness Using Awareness & Agape July 2004 - January 2015
Skills
Spiritual Direction, Singing, Social Networking, Religion, Adults, Public Speaking, Liturgy, Theology, Youth Ministry, Non-profits, Religious Studies, Writing, Teaching, Adult Education, Volunteer Management, Strategic Planning, History, Editing, Curriculum Development, Administration, Event Planning, Fundraising, Program Development, Social Media, Event Management, Pastoral Care, Biblical Studies, Preaching, Team Building, Public Relations, Coaching, Organizational..., Community Outreach, Counseling, Word, Customer Service, Leadership Development, Budgeting, Curriculum Design, Grant Writing, Groups, Analysis, Conferences, Newsletters, Campus, Promotions, Pastoral Counseling, Discipleship, Community Organizing, Social Justice
Education
Upward Bound Training Solutions 2013 — 2013
Life and Health Insurance Certificate, Life and Accident Insurance
Loyola Marymount University 1994 — 2006
Pastoral Care, Scripture and Spirituality, 3.59
Mount Saint Mary's College 1997 — 2001
MA Certificate, Religious Studies and Pstoral Counseling, 3.09
College of the Holy Spirit 1995 — 1996
Teaching Credential, Professional Ethics
College of the Holy Spirit 1977 — 1981
BSBA, Accounting and Theology, Business Administration, 3.54
Service Corporation International February 2015 - Present
The Tidings July 2014 - Present
World Financial Group May 2014 - Present
Wzyant tutorials January 2014 - Present
National Conference of Catechetical Leadership January 2001 - Present
Avon & Tupperware Consultancy September 1984 - Present
Archdiocese of Los Angeles 1993 - Present
Our Lady of Loretto School, Los Angeles August 2014 - January 2015
FILINVEST, USA June 2014 - January 2015
Call to Holiness Using Awareness & Agape July 2004 - January 2015
Skills
Spiritual Direction, Singing, Social Networking, Religion, Adults, Public Speaking, Liturgy, Theology, Youth Ministry, Non-profits, Religious Studies, Writing, Teaching, Adult Education, Volunteer Management, Strategic Planning, History, Editing, Curriculum Development, Administration, Event Planning, Fundraising, Program Development, Social Media, Event Management, Pastoral Care, Biblical Studies, Preaching, Team Building, Public Relations, Coaching, Organizational..., Community Outreach, Counseling, Word, Customer Service, Leadership Development, Budgeting, Curriculum Design, Grant Writing, Groups, Analysis, Conferences, Newsletters, Campus, Promotions, Pastoral Counseling, Discipleship, Community Organizing, Social Justice
Education
Upward Bound Training Solutions 2013 — 2013
Life and Health Insurance Certificate, Life and Accident Insurance
Loyola Marymount University 1994 — 2006
Pastoral Care, Scripture and Spirituality, 3.59
Mount Saint Mary's College 1997 — 2001
MA Certificate, Religious Studies and Pstoral Counseling, 3.09
College of the Holy Spirit 1995 — 1996
Teaching Credential, Professional Ethics
College of the Holy Spirit 1977 — 1981
BSBA, Accounting and Theology, Business Administration, 3.54
Darek Smith Darek Smith's World Financial Group Experience August 2008 - December 2010
Job Investment Adviser Representative/Chief Marketing Officer at Burgos & Brein Wealth Management
Industry Retail
Experience
Burgos & Brein Wealth Management January 2013 - Present
World Financial Group August 2008 - December 2010
Education
Illinois State University 1997 — 2001
Exercise Science
Burgos & Brein Wealth Management January 2013 - Present
World Financial Group August 2008 - December 2010
Education
Illinois State University 1997 — 2001
Exercise Science
Sami Sous's World Financial Group Experience September 2012 - Present
Job Legal Assistant at Discovery Health Partners
Industry Law Practice
Experience
Discovery Health Partners June 2014 - Present
Pierre International Models January 2014 - Present
World Financial Group September 2012 - Present
Christian Arab American Center September 2004 - Present
Middle East Politics Association September 2013 - June 2014
Middle East Politics Association September 2012 - September 2013
Young Adult Festival Staff Sabeel Ecumenical Liberation Theology Center July 2013 - July 2013
Prominent CPA January 2013 - June 2013
Skills
Research, Microsoft Office, Microsoft Word, Public Speaking, Microsoft Excel, PowerPoint, Customer Service, English, Teaching, Outlook, Editing, Strategic Planning, Windows, Negotiation, HTML, Public Relations, Social Media, Fundraising, Leadership, Administration, Finance, Analysis, Training, Financial Analysis, Human Resources, Retail
Education
DePaul University 2010 — 2014
Bachelor of Arts, Political Science
DePaul University 2010 — 2014
Bachelor of Arts (BA), Political Science
Discovery Health Partners June 2014 - Present
Pierre International Models January 2014 - Present
World Financial Group September 2012 - Present
Christian Arab American Center September 2004 - Present
Middle East Politics Association September 2013 - June 2014
Middle East Politics Association September 2012 - September 2013
Young Adult Festival Staff Sabeel Ecumenical Liberation Theology Center July 2013 - July 2013
Prominent CPA January 2013 - June 2013
Skills
Research, Microsoft Office, Microsoft Word, Public Speaking, Microsoft Excel, PowerPoint, Customer Service, English, Teaching, Outlook, Editing, Strategic Planning, Windows, Negotiation, HTML, Public Relations, Social Media, Fundraising, Leadership, Administration, Finance, Analysis, Training, Financial Analysis, Human Resources, Retail
Education
DePaul University 2010 — 2014
Bachelor of Arts, Political Science
DePaul University 2010 — 2014
Bachelor of Arts (BA), Political Science
Freeman White's World Financial Group Experience January 2012 - Present
Job Associate
Industry Business Supplies and Equipment
Experience
World Financial Group January 2012 - Present
Education
University of Ibadan 2005 — 2008
Bachelor of Education (B.Ed.), Industrial and Product Design
Ferris State University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
North Hennepin Community College
Bachelor of Applied Science (BASc), Computer and Information Sciences and Support Services
World Financial Group January 2012 - Present
Education
University of Ibadan 2005 — 2008
Bachelor of Education (B.Ed.), Industrial and Product Design
Ferris State University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
North Hennepin Community College
Bachelor of Applied Science (BASc), Computer and Information Sciences and Support Services
Roma Pithadiya's World Financial Group Experience November 2011 - Present
Job IBO at Benefit mall
Industry Financial Services
Experience
Affordable Insurance and Financial Services February 2013 - Present
Heartland Institute of Financial Education September 2012 - Present
World Financial Group November 2011 - Present
Indipendent Sales Agent for Life and Health August 2010 - Present
Blue Cross Blue Shield of Texas 2013 - 2014
BenefitMall March 2010 - December 2013
Dwight Otto Brokerage, Inc 2010 - 2011
Mutual of Omaha 2010 - 2011
American General Life & Accident August 2009 - July 2010
Roma Realty LLC June 1993 - December 2009
Skills
Health Insurance, Disability Insurance, Brokers, Insurance, Employee Benefits, Long Term Care, Annuities, Term Life Insurance, Retirement, Retirement Planning, Group Benefits, Small Business, Investments, Estate Planning, Financial Planning, Sales Management, Commercial Insurance, Customer Relations, Direct Sales, Critical Illness, New Business Development, Fixed Annuities, Long-term Care, Strategic Financial..., Real Estate, Customer Service, Sales, Entrepreneurship, Wealth, Business Planning, Finance, Management, Medicare, General Insurance, Universal Life, Financial Planners, Health Savings Accounts, Life Insurance, Business Strategy, Selling, Wealth Management, Long Term Care Insurance, Risk Management, 401k, Claim, Mortgage Lending, Financial Services, Whole Life, Time Management
Education
Kaplan University in Dallas, tx 2008 — 2008
Gujarat University 1982 — 1989
Masters, Banking and Tax Law
Affordable Insurance and Financial Services February 2013 - Present
Heartland Institute of Financial Education September 2012 - Present
World Financial Group November 2011 - Present
Indipendent Sales Agent for Life and Health August 2010 - Present
Blue Cross Blue Shield of Texas 2013 - 2014
BenefitMall March 2010 - December 2013
Dwight Otto Brokerage, Inc 2010 - 2011
Mutual of Omaha 2010 - 2011
American General Life & Accident August 2009 - July 2010
Roma Realty LLC June 1993 - December 2009
Skills
Health Insurance, Disability Insurance, Brokers, Insurance, Employee Benefits, Long Term Care, Annuities, Term Life Insurance, Retirement, Retirement Planning, Group Benefits, Small Business, Investments, Estate Planning, Financial Planning, Sales Management, Commercial Insurance, Customer Relations, Direct Sales, Critical Illness, New Business Development, Fixed Annuities, Long-term Care, Strategic Financial..., Real Estate, Customer Service, Sales, Entrepreneurship, Wealth, Business Planning, Finance, Management, Medicare, General Insurance, Universal Life, Financial Planners, Health Savings Accounts, Life Insurance, Business Strategy, Selling, Wealth Management, Long Term Care Insurance, Risk Management, 401k, Claim, Mortgage Lending, Financial Services, Whole Life, Time Management
Education
Kaplan University in Dallas, tx 2008 — 2008
Gujarat University 1982 — 1989
Masters, Banking and Tax Law
Rich Naumann Rich Naumann's World Financial Group Experience September 2006 - December 2008
Job Senior Business Analyst at Global Resources LLC
Industry Financial Services
Experience
Global Resources LLC September 2013 - Present
TLC Brain February 2012 - August 2013
Biggies Burgers and More November 2010 - February 2011
ALC Laundry and Dry Cleaning Equipment August 2004 - February 2011
MPS Technologies March 2002 - February 2011
Silver Mountain Educational Publishing November 1985 - February 2011
Luca International Group August 2010 - September 2010
Smart Rhino May 2005 - December 2009
National Loan Auditors February 2009 - October 2009
World Financial Group September 2006 - December 2008
Skills
Financial Planning, Creativity, Microsoft Excel, Writing, Business Planning, Mentoring, Management, Budget Process, Cross-functional Team..., Research, Compliance, Problem Solving, Change Management, Mergers & Acquisitions, Competitive Analysis, Operations Management, Due Diligence, Accounting, Financial Analysis, Financial Reporting, Forecasting, Coaching, Marketing Strategy, Contract Negotiation, Project Management, Business Analysis, Team Leadership, Leadership Development, Process Improvement, Leadership, Public Speaking, Public Relations, Microsoft Office, Fundraising, Budgets, Negotiation, Team Building, Business Strategy, Strategy, Analysis, Start-ups, Strategic Financial..., Mergers, Strategic Partnerships, Sarbanes-Oxley Act, Management Consulting, Business Development, Risk Management, Entrepreneurship, Banking
Education
University of Northern Colorado 1972 — 1973
MBS, Business
University of Wisconsin-Milwaukee 1964 — 1969
BS, Applied Math & Physics
Landmark Education
Landmark Education
Landmark Education
Global Resources LLC September 2013 - Present
TLC Brain February 2012 - August 2013
Biggies Burgers and More November 2010 - February 2011
ALC Laundry and Dry Cleaning Equipment August 2004 - February 2011
MPS Technologies March 2002 - February 2011
Silver Mountain Educational Publishing November 1985 - February 2011
Luca International Group August 2010 - September 2010
Smart Rhino May 2005 - December 2009
National Loan Auditors February 2009 - October 2009
World Financial Group September 2006 - December 2008
Skills
Financial Planning, Creativity, Microsoft Excel, Writing, Business Planning, Mentoring, Management, Budget Process, Cross-functional Team..., Research, Compliance, Problem Solving, Change Management, Mergers & Acquisitions, Competitive Analysis, Operations Management, Due Diligence, Accounting, Financial Analysis, Financial Reporting, Forecasting, Coaching, Marketing Strategy, Contract Negotiation, Project Management, Business Analysis, Team Leadership, Leadership Development, Process Improvement, Leadership, Public Speaking, Public Relations, Microsoft Office, Fundraising, Budgets, Negotiation, Team Building, Business Strategy, Strategy, Analysis, Start-ups, Strategic Financial..., Mergers, Strategic Partnerships, Sarbanes-Oxley Act, Management Consulting, Business Development, Risk Management, Entrepreneurship, Banking
Education
University of Northern Colorado 1972 — 1973
MBS, Business
University of Wisconsin-Milwaukee 1964 — 1969
BS, Applied Math & Physics
Landmark Education
Landmark Education
Landmark Education
Raymond Magat Raymond Magat's World Financial Group Experience March 2010 - December 2014
Job Marketing Director
Industry Financial Services
Experience
Transamerica/WFG March 2010 - Present
World Financial Group March 2010 - December 2014
BBT PSC February 2005 - May 2010
BBT Payroll Services Corporation February 2005 - May 2010
Lanier Parking Systems September 2004 - December 2004
Dan Speriling Film & Video, LLC June 2004 - August 2004
Skills
Insurance, Budgeting, Excel, Customer Service, Microsoft Office, Financial Planning, Word, PowerPoint, Investments, Problem Solving, Public Speaking, Coaching, Mentoring, Financial Analysis, Team Building, Retirement Planning, Leadership Development, Outlook, Financial Reporting, Microsoft Word, Strategic Financial..., Management, Office Administration, Budgets, 401k, Retirement, Long-term Care, Small Business, Leadership, Employee Benefits, Mutual Funds, Financial Services, Wealth, Financial Planners, Financial Advisory, Wealth Management, Term Life Insurance, Disability Insurance, Securities, Estate Planning, Personal Finance, Debt Management, Savings, Investment Advisory, Investment Strategies, Mortgage Lending, Asset Management, Life Insurance, Asset Allocation, IRAs
Education
Georgia State University 2003 — 2005
B.B.A, Computer Information Systems
Georgia State University - J. Mack Robinson College of Business 2003 — 2004
BBA, Computer Information Systems
Georgia State University 2000 — 2004
Georgia State University 2000 — 2004
computer information systems
Georgia State University - J. Mack Robinson College of Business 2000 — 2004
Georgia State University - J. Mack Robinson College of Business 2000 — 2004
West Virginia University 1995 — 1999
B.A, Political Science
St. Pius X Catholic High School 1992 — 1995
Transamerica/WFG March 2010 - Present
World Financial Group March 2010 - December 2014
BBT PSC February 2005 - May 2010
BBT Payroll Services Corporation February 2005 - May 2010
Lanier Parking Systems September 2004 - December 2004
Dan Speriling Film & Video, LLC June 2004 - August 2004
Skills
Insurance, Budgeting, Excel, Customer Service, Microsoft Office, Financial Planning, Word, PowerPoint, Investments, Problem Solving, Public Speaking, Coaching, Mentoring, Financial Analysis, Team Building, Retirement Planning, Leadership Development, Outlook, Financial Reporting, Microsoft Word, Strategic Financial..., Management, Office Administration, Budgets, 401k, Retirement, Long-term Care, Small Business, Leadership, Employee Benefits, Mutual Funds, Financial Services, Wealth, Financial Planners, Financial Advisory, Wealth Management, Term Life Insurance, Disability Insurance, Securities, Estate Planning, Personal Finance, Debt Management, Savings, Investment Advisory, Investment Strategies, Mortgage Lending, Asset Management, Life Insurance, Asset Allocation, IRAs
Education
Georgia State University 2003 — 2005
B.B.A, Computer Information Systems
Georgia State University - J. Mack Robinson College of Business 2003 — 2004
BBA, Computer Information Systems
Georgia State University 2000 — 2004
Georgia State University 2000 — 2004
computer information systems
Georgia State University - J. Mack Robinson College of Business 2000 — 2004
Georgia State University - J. Mack Robinson College of Business 2000 — 2004
West Virginia University 1995 — 1999
B.A, Political Science
St. Pius X Catholic High School 1992 — 1995
Quoc Quach Quoc Quach's World Financial Group Experience October 2003 - November 2004
Job Software Developer at Trustwave
Industry Internet
Experience
Trustwave March 2014 - Present
Cenzic September 2011 - March 2014
AOL October 2007 - August 2010
Middle School and High School September 2003 - June 2007
World Financial Group October 2003 - November 2004
Skills
Web Development, Cloud Computing, JavaScript, Web Application Security, C#, Java, Node.js, MySQL, MongoDB, Spring Framework, .NET, REST, SOAP, Web Crawling, Enterprise Software, Web Applications, Apache, IIS, Linux, Windows, CSS, Clojure, PHP, Ruby on Rails, Oracle, Memcached, MVC, Web Services, HTML 5, Drupal, Plugins, Selenium, JMeter, Git, TestNG, NUnit, Jenkins
Education
UC 2005 — 2007
BS, EE
De Anza College 2002 — 2005
Trustwave March 2014 - Present
Cenzic September 2011 - March 2014
AOL October 2007 - August 2010
Middle School and High School September 2003 - June 2007
World Financial Group October 2003 - November 2004
Skills
Web Development, Cloud Computing, JavaScript, Web Application Security, C#, Java, Node.js, MySQL, MongoDB, Spring Framework, .NET, REST, SOAP, Web Crawling, Enterprise Software, Web Applications, Apache, IIS, Linux, Windows, CSS, Clojure, PHP, Ruby on Rails, Oracle, Memcached, MVC, Web Services, HTML 5, Drupal, Plugins, Selenium, JMeter, Git, TestNG, NUnit, Jenkins
Education
UC 2005 — 2007
BS, EE
De Anza College 2002 — 2005
Dale Howard Dale Howard's World Financial Group Experience May 2004 - July 2005
Job Bus Operator
Industry Transportation/Trucking/Railroad
Experience
Utah Transit Authority February 2013 - Present
eHealthInsurance June 2012 - November 2012
Extend Health August 2010 - July 2012
IM Flash Technologies October 2006 - December 2009
Sam's Club May 2005 - October 2006
World Financial Group May 2004 - July 2005
Funeral Service July 1989 - May 2004
Skills
Benefits Administration, Outlook, Event Management, Shipping, Finance, Protocol, Community Development, Customer Service, Public Speaking, Team Building, Insurance, Coaching, Sales Management, Recruiting, Microsoft Excel, Sales, Strategic Planning, Negotiation, Training, Customer Satisfaction, Team Leadership, Account Management, Project Management, New Business Development, Marketing
Education
Mt. Hood Community College 1992 — 1994
A.S., Funeral Service Management
Mt. Hood Community College 1992 — 1994
A.S, General Studies and Mortuary Science
Mt. Hood Community College 1992 — 1994
AS, Mortuary Science
Utah Transit Authority February 2013 - Present
eHealthInsurance June 2012 - November 2012
Extend Health August 2010 - July 2012
IM Flash Technologies October 2006 - December 2009
Sam's Club May 2005 - October 2006
World Financial Group May 2004 - July 2005
Funeral Service July 1989 - May 2004
Skills
Benefits Administration, Outlook, Event Management, Shipping, Finance, Protocol, Community Development, Customer Service, Public Speaking, Team Building, Insurance, Coaching, Sales Management, Recruiting, Microsoft Excel, Sales, Strategic Planning, Negotiation, Training, Customer Satisfaction, Team Leadership, Account Management, Project Management, New Business Development, Marketing
Education
Mt. Hood Community College 1992 — 1994
A.S., Funeral Service Management
Mt. Hood Community College 1992 — 1994
A.S, General Studies and Mortuary Science
Mt. Hood Community College 1992 — 1994
AS, Mortuary Science
Arnold King Arnold King's World Financial Group Experience March 2014 - Present
Job Financial Consultant/Associate at World Financial Group
Industry Accounting
Experience
World Financial Group March 2014 - Present
King Consulting April 2010 - Present
DC Chapter-NBMBAA (Volunteer) non-paid January 2008 - September 2010
Francis Awoyera & Associates October 2005 - February 2006
Francis Awoyera and Associates October 2005 - February 2006
Department of the Navy May 2002 - September 2002
Sewer Authority January 1998 - January 1999
Skills
Accounts Payable, General Ledger, Financial Statements, GAAP, Internal Controls, Strategic Planning, Business Planning, Business Analysis, Small Business, New Business Development, Business Strategy, Business Development, Non-profits, Non-profit Consulting, Non-profit Volunteer, Non-profit Boards, Non-profit..., Nonprofits, Budgets, Program Management, Entrepreneurship, Payroll, Management, Risk Management, Proposal Writing, Process Improvement, Leadership, Tax, Financial Reporting, Management Consulting, Human Resources, Analysis, Auditing, Strategy, Accounting, Policy, Project Planning, Team Building, Financial Analysis, Managerial Finance, Tax Preparation, Mergers & Acquisitions, Variance Analysis, Business Process..., Strategic Financial..., Finance, Executive Management, Due Diligence, Financial Modeling, Financial Accounting
Education
DeVry University 2002 — 2007
Masters of Business Administration, Accounting
DeVry University 2002 — 2004
MBA, Accounting
University of Maryland Eastern Shore 1996 — 2001
Bachelor of Science, Accounting
University of Maryland Eastern Shore 1996 — 2001
Masters, Accounting and Financial Management
National Association of Black Accountants Convention
B.S, Accounting
World Financial Group March 2014 - Present
King Consulting April 2010 - Present
DC Chapter-NBMBAA (Volunteer) non-paid January 2008 - September 2010
Francis Awoyera & Associates October 2005 - February 2006
Francis Awoyera and Associates October 2005 - February 2006
Department of the Navy May 2002 - September 2002
Sewer Authority January 1998 - January 1999
Skills
Accounts Payable, General Ledger, Financial Statements, GAAP, Internal Controls, Strategic Planning, Business Planning, Business Analysis, Small Business, New Business Development, Business Strategy, Business Development, Non-profits, Non-profit Consulting, Non-profit Volunteer, Non-profit Boards, Non-profit..., Nonprofits, Budgets, Program Management, Entrepreneurship, Payroll, Management, Risk Management, Proposal Writing, Process Improvement, Leadership, Tax, Financial Reporting, Management Consulting, Human Resources, Analysis, Auditing, Strategy, Accounting, Policy, Project Planning, Team Building, Financial Analysis, Managerial Finance, Tax Preparation, Mergers & Acquisitions, Variance Analysis, Business Process..., Strategic Financial..., Finance, Executive Management, Due Diligence, Financial Modeling, Financial Accounting
Education
DeVry University 2002 — 2007
Masters of Business Administration, Accounting
DeVry University 2002 — 2004
MBA, Accounting
University of Maryland Eastern Shore 1996 — 2001
Bachelor of Science, Accounting
University of Maryland Eastern Shore 1996 — 2001
Masters, Accounting and Financial Management
National Association of Black Accountants Convention
B.S, Accounting
Joyce Scott Joyce Scott's World Financial Group Experience October 2007 - Present
Job Independent Business Owner with WFG (World Financial Group)
Industry Financial Services
Experience
world financial group October 2007 - Present
World Financial Group September 2007 - Present
Chicago Public schools 2007 - Present
Toastmasters International July 2008 - June 2012
Skills
Coaching, Non-profits, Teaching, Leadership Development, Public Speaking
Education
Loyola University of Chicago 1975 — 1979
BS, Criminal Justice
John Marshall Harlan High 1971 — 1975
world financial group October 2007 - Present
World Financial Group September 2007 - Present
Chicago Public schools 2007 - Present
Toastmasters International July 2008 - June 2012
Skills
Coaching, Non-profits, Teaching, Leadership Development, Public Speaking
Education
Loyola University of Chicago 1975 — 1979
BS, Criminal Justice
John Marshall Harlan High 1971 — 1975
Perry Piercy Perry Piercy's World Financial Group Experience January 2008 - September 2008
Job President of Yakima Reds Soccer Club
Industry Sports
Experience
Yakima Reds Soccer Club PresidentYakima Reds Soccer ClubNovember 2008 - Present
Yakima Reds, PDL Soccer 2008 - Present
World Financial Group January 2008 - September 2008
World Group Securities January 2008 - August 2008
Waddell & Reed June 2003 - December 2007
Skills
Business Planning
Education
Eastern Washington University 1996 — 2002
Business Administration, Accounting, Finance
Yakima Reds Soccer Club PresidentYakima Reds Soccer ClubNovember 2008 - Present
Yakima Reds, PDL Soccer 2008 - Present
World Financial Group January 2008 - September 2008
World Group Securities January 2008 - August 2008
Waddell & Reed June 2003 - December 2007
Skills
Business Planning
Education
Eastern Washington University 1996 — 2002
Business Administration, Accounting, Finance
Phuong-Rose Dang Phuong-Rose Dang's World Financial Group Experience 2010 - 2012
Job Licensed Benefit Enroller at BenefitVision, Inc.
Industry Financial Services
Experience
BenefitVision, Inc. August 2013 - Present
Transamerica Agency Network March 2014 - September 2014
World Financial Group 2010 - 2012
Skills
Disability Insurance, Retirement Planning, Retirement, Fixed Annuities, Life Insurance, Insurance, Strategic Financial..., Whole Life, Employee Benefits, Team Building
Education
HACC, Central Pennsylvania's Community College 2011 — 2013
Associate of Arts (A.A.), Healthcare Management
University of Maryland Baltimore County 1990 — 1995
BS, Information Technology
BenefitVision, Inc. August 2013 - Present
Transamerica Agency Network March 2014 - September 2014
World Financial Group 2010 - 2012
Skills
Disability Insurance, Retirement Planning, Retirement, Fixed Annuities, Life Insurance, Insurance, Strategic Financial..., Whole Life, Employee Benefits, Team Building
Education
HACC, Central Pennsylvania's Community College 2011 — 2013
Associate of Arts (A.A.), Healthcare Management
University of Maryland Baltimore County 1990 — 1995
BS, Information Technology
Sandi Hirschlein Sandi Hirschlein's World Financial Group Experience June 2005 - December 2008
Job Strategic Marketing / Marketing Communications at Siemens Energy
Industry Oil & Energy
Experience
Siemens Energy January 2008 - Present
World Financial Group June 2005 - December 2008
Opus Healthcare Solutions June 2004 - June 2005
McKesson Corporation September 2001 - July 2004
Primis, Inc. March 2000 - September 2001
Intercontinental Hotels Group (IHG) May 1993 - March 2000
Skills
Power Generation, Energy, Power Plants, Renewable Energy, Energy Management, Instrumentation, Gas Turbines, Automation, Smart Grid, Project Management, Energy Efficiency, Engineering, Project Engineering, Commissioning, Management, Electrical Engineering, Solar Energy, Energy Industry, Wind, Nuclear, Project Planning, Gas, Photovoltaics, Marketing Communications, Event Management, Budget Management, Team Leader, Market Analysis, Competitive Analysis, Agency Management
Education
University of Kansas
Online Certification, Process Instrumentation and Control
American Management Association
Advanced Strategic Marketing
Kennesaw State University - Michael J. Coles College of Business
Bachelor's degree, Professional Sales & Marketing
Siemens Energy January 2008 - Present
World Financial Group June 2005 - December 2008
Opus Healthcare Solutions June 2004 - June 2005
McKesson Corporation September 2001 - July 2004
Primis, Inc. March 2000 - September 2001
Intercontinental Hotels Group (IHG) May 1993 - March 2000
Skills
Power Generation, Energy, Power Plants, Renewable Energy, Energy Management, Instrumentation, Gas Turbines, Automation, Smart Grid, Project Management, Energy Efficiency, Engineering, Project Engineering, Commissioning, Management, Electrical Engineering, Solar Energy, Energy Industry, Wind, Nuclear, Project Planning, Gas, Photovoltaics, Marketing Communications, Event Management, Budget Management, Team Leader, Market Analysis, Competitive Analysis, Agency Management
Education
University of Kansas
Online Certification, Process Instrumentation and Control
American Management Association
Advanced Strategic Marketing
Kennesaw State University - Michael J. Coles College of Business
Bachelor's degree, Professional Sales & Marketing
Vanny Susanto's World Financial Group Experience October 2012 - Present
Job Accountant
Industry Retail
Experience
Securitas Security Services USA, Inc April 2013 - Present
World Financial Group October 2012 - Present
One Source Business Center November 2012 - April 2013
Walgreens February 2010 - April 2013
World Financial Group (WFG) 2012 - 2013
Baker Hughes August 2009 - July 2010
PT. Lunto Bioenergy Prima February 2002 - January 2007
INDO– MART April 1999 - February 2002
Skills
Inventory Management, Accounts Payable, Accounts Receivable, Account Reconciliation, Accounting, Financial Statements, General Ledger, Journal Entries, Finance, Bookkeeping, Auditing, Cash Flow, Invoicing
Education
McNeese State University 2007 — 2009
Master of Business Administration (MBA), Accounting
Atma Jaya Catholic University 1997 — 2003
Bachelor of Accounting, Accounting and Finance
Securitas Security Services USA, Inc April 2013 - Present
World Financial Group October 2012 - Present
One Source Business Center November 2012 - April 2013
Walgreens February 2010 - April 2013
World Financial Group (WFG) 2012 - 2013
Baker Hughes August 2009 - July 2010
PT. Lunto Bioenergy Prima February 2002 - January 2007
INDO– MART April 1999 - February 2002
Skills
Inventory Management, Accounts Payable, Accounts Receivable, Account Reconciliation, Accounting, Financial Statements, General Ledger, Journal Entries, Finance, Bookkeeping, Auditing, Cash Flow, Invoicing
Education
McNeese State University 2007 — 2009
Master of Business Administration (MBA), Accounting
Atma Jaya Catholic University 1997 — 2003
Bachelor of Accounting, Accounting and Finance
William Lebherz William Lebherz's World Financial Group Experience September 2006 - Present
Job Associate, World Financial Group
Industry Financial Services
Experience
World Financial Group September 2006 - Present
TD Canada Trust June 1986 - September 2006
Skills
Public Speaking, Insurance, Life Insurance
Education
Concordia University 1990 — 1993
Marianopolis College 1986 — 1989
World Financial Group September 2006 - Present
TD Canada Trust June 1986 - September 2006
Skills
Public Speaking, Insurance, Life Insurance
Education
Concordia University 1990 — 1993
Marianopolis College 1986 — 1989
Dione Rivera's World Financial Group Experience April 2015 - Present
Job Training Associate, Financial Services at World Financial Group
Industry Education Management
Experience
World Financial Group April 2015 - Present
Bright Horizons April 2014 - Present
Skills
Staff Development, English, Teacher Training, Employee Relations, Adult Education, College Teaching, Youth Mentoring, Career Development, Instructional Design, E-Learning, University Teaching, Performance Appraisal, Curriculum Development, Career Assessment, Teaching, Coaching, Career Counseling, Organizational..., Project Management, Open Minded, Research, Employee Engagement, Classroom, Performance Management, Talent Management, Workshop Facilitation, Screening Resumes, Leadership Development, Team Building, Training Delivery, Event Planning, Data Analysis, Training Needs Analysis, Training Facilitation, Soft Skills, Change Management, Resume Writing, Program Management, Mock Interviews, Management Consulting, Behavioral Interviewing, Higher Education, Career Development..., Psychology, Employee Training, PowerPoint, Career Management, Job Search Strategies, Student Engagement, Workshop Development
Education
California College of Early Childhood Education 2014 — 2014
Certificate in Early Childhood Education, Early Childhood Education and Teaching
Career Coach Institute 2010 — 2011
Career Coach, Career Coach
REACH 2007 — 2008
Certificate in SPED, Special Education
De La Salle University 2000 — 2007
MA Counseling Psychology, School Counseling and Career Development
De La Salle University 1999 — 2007
MA Counseling Psychology, School Counseling and Guidance Services
De La Salle University 1996 — 1999
AB Political Science, Governance
World Financial Group April 2015 - Present
Bright Horizons April 2014 - Present
Skills
Staff Development, English, Teacher Training, Employee Relations, Adult Education, College Teaching, Youth Mentoring, Career Development, Instructional Design, E-Learning, University Teaching, Performance Appraisal, Curriculum Development, Career Assessment, Teaching, Coaching, Career Counseling, Organizational..., Project Management, Open Minded, Research, Employee Engagement, Classroom, Performance Management, Talent Management, Workshop Facilitation, Screening Resumes, Leadership Development, Team Building, Training Delivery, Event Planning, Data Analysis, Training Needs Analysis, Training Facilitation, Soft Skills, Change Management, Resume Writing, Program Management, Mock Interviews, Management Consulting, Behavioral Interviewing, Higher Education, Career Development..., Psychology, Employee Training, PowerPoint, Career Management, Job Search Strategies, Student Engagement, Workshop Development
Education
California College of Early Childhood Education 2014 — 2014
Certificate in Early Childhood Education, Early Childhood Education and Teaching
Career Coach Institute 2010 — 2011
Career Coach, Career Coach
REACH 2007 — 2008
Certificate in SPED, Special Education
De La Salle University 2000 — 2007
MA Counseling Psychology, School Counseling and Career Development
De La Salle University 1999 — 2007
MA Counseling Psychology, School Counseling and Guidance Services
De La Salle University 1996 — 1999
AB Political Science, Governance
Isidro Hernandez Isidro Hernandez's World Financial Group Experience January 2008 - January 2013
Job Affiliate Marketing at Disney ABC Television Group
Industry Financial Services
Experience
Disney ABC Television Group November 2014 - Present
Marketing Contractor January 2012 - Present
United Multi-Care Health Center December 2013 - September 2014
PacTrust Bank January 2013 - October 2013
World Financial Group January 2008 - January 2013
New Global Financial December 2012 - 2013
Skills
Strategic Financial..., Investments, Retirement, Fixed Annuities, Wealth Management, Insurance, Financial Analysis, Wealth, Mortgage Lending, Strategy, Management, Sales, REO, Finance, Marketing Strategy, Real Estate, Marketing, Business Planning, Social Networking, Small Business, Entrepreneurship, Recruiting, Residential Homes, Selling, Refinance, Investment Properties, Real Estate Financing, Real Property, Brokerage, Investors, Foreclosures, FHA, Real Estate Transactions, HUD, Referrals, First Time Home Buyers, Short Sales, Property, Real Estate Economics, Commercial Real Estate
Education
Glendale Community College 2010 — 2010
Disney ABC Television Group November 2014 - Present
Marketing Contractor January 2012 - Present
United Multi-Care Health Center December 2013 - September 2014
PacTrust Bank January 2013 - October 2013
World Financial Group January 2008 - January 2013
New Global Financial December 2012 - 2013
Skills
Strategic Financial..., Investments, Retirement, Fixed Annuities, Wealth Management, Insurance, Financial Analysis, Wealth, Mortgage Lending, Strategy, Management, Sales, REO, Finance, Marketing Strategy, Real Estate, Marketing, Business Planning, Social Networking, Small Business, Entrepreneurship, Recruiting, Residential Homes, Selling, Refinance, Investment Properties, Real Estate Financing, Real Property, Brokerage, Investors, Foreclosures, FHA, Real Estate Transactions, HUD, Referrals, First Time Home Buyers, Short Sales, Property, Real Estate Economics, Commercial Real Estate
Education
Glendale Community College 2010 — 2010
Leo Ellis IV Leo Ellis IV's World Financial Group Experience July 2013 - January 2014
Job Business Insurance Agent at Equity Insurance Agency
Industry Insurance
Experience
Equity Insurance Agency October 2013 - Present
World Financial Group July 2013 - January 2014
University of Iowa August 2009 - May 2013
Providence Healthcare & Rehabilitation Center March 2011 - September 2012
Mark’s Landscape Design & Maintenance LLC May 2012 - August 2012
Downers Grove Bandit Baseball Team January 2009 - August 2012
Sigma Alpha Epsilon Fraternity January 2009 - January 2012
Creative Group Inc June 2010 - July 2010
Skills
Management, Microsoft Office, Time Management, PowerPoint, Leadership, Life & Health Insurance..., Property & Casualty..., Coaching, Microsoft Word, Microsoft Excel, Data Analysis, Event Planning, Public Speaking, Fundraising
Education
Lewis University 2014 — 2016
Master of Science (M.S.), Business Analytics, 3.9/4.0
University of Iowa-Henry B. Tippie College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Economics, Senior
Equity Insurance Agency October 2013 - Present
World Financial Group July 2013 - January 2014
University of Iowa August 2009 - May 2013
Providence Healthcare & Rehabilitation Center March 2011 - September 2012
Mark’s Landscape Design & Maintenance LLC May 2012 - August 2012
Downers Grove Bandit Baseball Team January 2009 - August 2012
Sigma Alpha Epsilon Fraternity January 2009 - January 2012
Creative Group Inc June 2010 - July 2010
Skills
Management, Microsoft Office, Time Management, PowerPoint, Leadership, Life & Health Insurance..., Property & Casualty..., Coaching, Microsoft Word, Microsoft Excel, Data Analysis, Event Planning, Public Speaking, Fundraising
Education
Lewis University 2014 — 2016
Master of Science (M.S.), Business Analytics, 3.9/4.0
University of Iowa-Henry B. Tippie College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Economics, Senior
Priyatosh Roy Bhowmick Priyatosh Roy Bhowmick's World Financial Group Experience July 2011 - July 2014
Job Strong ability to proactively help customer
Industry Financial Services
Experience
World Financial Group July 2011 - July 2014
ONE Bank Limited January 2007 - September 2010
State Bank of India November 2000 - December 2006
Skills
Customer Relations, International Trade, UCP, Problem Solving, Teamwork, Customer Service, Loans, Trade Finance, Banking, Analysis, Credit, Sales, Core Banking, Negotiation, Business Analysis, Finance, Credit Risk, Financial Analysis, Commercial Banking, Risk Management
Education
Humber College 2013 — 2015
Advanced Diploma, Business Administration
University of Dhaka 1993 — 1999
Bachelor's Degree, Public Administration
World Financial Group July 2011 - July 2014
ONE Bank Limited January 2007 - September 2010
State Bank of India November 2000 - December 2006
Skills
Customer Relations, International Trade, UCP, Problem Solving, Teamwork, Customer Service, Loans, Trade Finance, Banking, Analysis, Credit, Sales, Core Banking, Negotiation, Business Analysis, Finance, Credit Risk, Financial Analysis, Commercial Banking, Risk Management
Education
Humber College 2013 — 2015
Advanced Diploma, Business Administration
University of Dhaka 1993 — 1999
Bachelor's Degree, Public Administration
Schneider Leconte Schneider Leconte's World Financial Group Experience October 1999 - 2002
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC September 2012 - Present
New York Life Insurance Company May 2011 - Present
United First Financial January 2006 - April 2011
Planning101.com Network 2005 - April 2011
United Securities Alliance January 2002 - 2005
La Worldwide Mortgage Corp January 2001 - 2005
World Financial Group October 1999 - 2002
Skills
Investments, Insurance, Life Insurance, Retirement, Retirement Planning, Estate Planning, Small Business, Key Person Protection, Time Management, Wealth Preservation..., Asset Protection, Protection..., Multi-generational..., Gifting Strategies, Annuity Sales, Thought Leadership, 401(k) Rollovers, Licensed Life & Health..., Licensed in Long-Term..., Multi-generational..., Multi-tasking Skills, Communication
Education
Lewis University
NYLIFE Securities LLC September 2012 - Present
New York Life Insurance Company May 2011 - Present
United First Financial January 2006 - April 2011
Planning101.com Network 2005 - April 2011
United Securities Alliance January 2002 - 2005
La Worldwide Mortgage Corp January 2001 - 2005
World Financial Group October 1999 - 2002
Skills
Investments, Insurance, Life Insurance, Retirement, Retirement Planning, Estate Planning, Small Business, Key Person Protection, Time Management, Wealth Preservation..., Asset Protection, Protection..., Multi-generational..., Gifting Strategies, Annuity Sales, Thought Leadership, 401(k) Rollovers, Licensed Life & Health..., Licensed in Long-Term..., Multi-generational..., Multi-tasking Skills, Communication
Education
Lewis University
Terry Briggs, CRIS's World Financial Group Experience 2012 - 2013
Job Director, Small Commercial Program Business at Lighthouse Risk & Insurance Solutions
Industry Insurance
Experience
Lighthouse Risk & Insurance Solutions, Inc May 2013 - Present
Apollo General Insurance Agency, Inc October 2006 - May 2013
World Financial Group 2012 - 2013
Krieger & Associates, Inc June 1996 - August 2006
Law Office of Aiken & D'Angelo June 1992 - August 1995
Farmers Insurance Defense Firm August 1984 - August 1995
Farmers Insurance Group of Companies September 1984 - June 1992
Skills
Small Business, Risk Management, Insurance, Training, Management, Time Management, Underwriting, General Insurance, Invoicing, New Business Development, Human Resources, Data Entry, Claim, Casualty, Property & Casualty..., Commercial Insurance, Liability, Workers Compensation, Umbrella Insurance, Professional Liability, Life Insurance, Customer Service, Brokers, Casualty Insurance
Education
Granite Hillls High School 1980 — 1983
Diploma
Grossmont College
Lighthouse Risk & Insurance Solutions, Inc May 2013 - Present
Apollo General Insurance Agency, Inc October 2006 - May 2013
World Financial Group 2012 - 2013
Krieger & Associates, Inc June 1996 - August 2006
Law Office of Aiken & D'Angelo June 1992 - August 1995
Farmers Insurance Defense Firm August 1984 - August 1995
Farmers Insurance Group of Companies September 1984 - June 1992
Skills
Small Business, Risk Management, Insurance, Training, Management, Time Management, Underwriting, General Insurance, Invoicing, New Business Development, Human Resources, Data Entry, Claim, Casualty, Property & Casualty..., Commercial Insurance, Liability, Workers Compensation, Umbrella Insurance, Professional Liability, Life Insurance, Customer Service, Brokers, Casualty Insurance
Education
Granite Hillls High School 1980 — 1983
Diploma
Grossmont College
Harvey Palmer's World Financial Group Experience September 2007 - Present
Job Director of Pape Avenue Brass
Industry Music
Experience
Momentis September 2011 - Present
Ethico Financial March 2011 - Present
World Financial Group September 2007 - Present
Education
George Brown College 1983 — 1985
Bustamante Secondary 1975 — 1976
Momentis September 2011 - Present
Ethico Financial March 2011 - Present
World Financial Group September 2007 - Present
Education
George Brown College 1983 — 1985
Bustamante Secondary 1975 — 1976
Rochelle J. McCollum Rochelle J. McCollum's World Financial Group Experience August 2009 - December 2012
Job Licensed Professional Business Owner
Industry Financial Services
Experience
World Financial Group August 2009 - December 2012
Jewels by Park Lane February 2008 - June 2010
ADP October 1987 - August 2007
ADP January 1998 - January 2007
ADP January 1987 - January 2007
ADP January 1995 - February 1998
ADP January 1995 - January 1998
Skills
Business Owner, Business Management, Financial Services, Financial Planning, Project Management, Strategic Financial..., Training, Coaching, Strategic Planning, Customer Service, Benefits Administration, Sales, Team Building, Business Development, Account Management, Time Management, Insurance, Human Resources, Outlook, Marketing, Team Leadership, New Business Development, Microsoft Excel, Networking, Operations Management, Analysis, Employee Relations, Customer Satisfaction, Budgets, Management, Employee Benefits, Finance, Payroll, ADP Payroll, Small Business, Leadership, Access, Recruiting, Direct Sales, Investments, Leadership Development, Vendor Management, Organizational..., Risk Management
Education
University of Phoenix 2004 — 2007
BSBM, Business Management
University of Phoenix 2004 — 2007
Bachelor of Science Degree, Business Management; Business Management
Mount San Antonio College 1977 — 1980
Associate Arts Degree, Liberal Arts
Mt. San Antonio College 1977 — 1980
AA, Liberal Arts
World Financial Group August 2009 - December 2012
Jewels by Park Lane February 2008 - June 2010
ADP October 1987 - August 2007
ADP January 1998 - January 2007
ADP January 1987 - January 2007
ADP January 1995 - February 1998
ADP January 1995 - January 1998
Skills
Business Owner, Business Management, Financial Services, Financial Planning, Project Management, Strategic Financial..., Training, Coaching, Strategic Planning, Customer Service, Benefits Administration, Sales, Team Building, Business Development, Account Management, Time Management, Insurance, Human Resources, Outlook, Marketing, Team Leadership, New Business Development, Microsoft Excel, Networking, Operations Management, Analysis, Employee Relations, Customer Satisfaction, Budgets, Management, Employee Benefits, Finance, Payroll, ADP Payroll, Small Business, Leadership, Access, Recruiting, Direct Sales, Investments, Leadership Development, Vendor Management, Organizational..., Risk Management
Education
University of Phoenix 2004 — 2007
BSBM, Business Management
University of Phoenix 2004 — 2007
Bachelor of Science Degree, Business Management; Business Management
Mount San Antonio College 1977 — 1980
Associate Arts Degree, Liberal Arts
Mt. San Antonio College 1977 — 1980
AA, Liberal Arts
D'Epris Jones Samuel D'Epris Jones Samuel's World Financial Group Experience 2013 - Present
Job World Financial Group
Industry Insurance
Experience
World Financial Group 2013 - Present
XLHealth 2010 - 2013
BlueCross BlueShield of SC November 2007 - March 2010
Education
Benedict College 2000 — 2005
BS, Mass Communication
Full Sail University
World Financial Group 2013 - Present
XLHealth 2010 - 2013
BlueCross BlueShield of SC November 2007 - March 2010
Education
Benedict College 2000 — 2005
BS, Mass Communication
Full Sail University
Gerry Johnston Gerry Johnston's World Financial Group Experience January 2009 - January 2010
Job VP at RG Business Insurance Agency, Inc.
Industry Insurance
Experience
RG Business Insurance Agency, Inc. April 2015 - Present
Travelers December 2011 - March 2015
Valley Insurance Service, Inc. March 2011 - February 2012
USG Insurance Services February 2010 - May 2011
World Financial Group January 2009 - January 2010
Valley Insurance Service September 2007 - April 2009
Options For Youth 1997 - 2006
Skills
Bilingual-French, Insurance, Property & Casualty..., Commercial Insurance, Underwriting, Brokers, Workers Compensation, Liability, Microsoft Office, General Insurance, Marketing, Sales, Health Insurance, Strategic Planning, Public Speaking, Customer Service, Life Insurance, Leadership, Social Media, Account Management, Team Building, Claims Management, Employee Benefits, Event Planning, Investments, Marketing Strategy, Microsoft Excel, Negotiation, Project Management, Risk Management
Education
Fuller Theological Seminary 2004 — 2007
MDiv, Theology, Youth Ministry
Westmont College 1990 — 1993
BA, Philosophy, French minor
RG Business Insurance Agency, Inc. April 2015 - Present
Travelers December 2011 - March 2015
Valley Insurance Service, Inc. March 2011 - February 2012
USG Insurance Services February 2010 - May 2011
World Financial Group January 2009 - January 2010
Valley Insurance Service September 2007 - April 2009
Options For Youth 1997 - 2006
Skills
Bilingual-French, Insurance, Property & Casualty..., Commercial Insurance, Underwriting, Brokers, Workers Compensation, Liability, Microsoft Office, General Insurance, Marketing, Sales, Health Insurance, Strategic Planning, Public Speaking, Customer Service, Life Insurance, Leadership, Social Media, Account Management, Team Building, Claims Management, Employee Benefits, Event Planning, Investments, Marketing Strategy, Microsoft Excel, Negotiation, Project Management, Risk Management
Education
Fuller Theological Seminary 2004 — 2007
MDiv, Theology, Youth Ministry
Westmont College 1990 — 1993
BA, Philosophy, French minor
Rob Meelheim Rob Meelheim's World Financial Group Experience March 2009 - Present
Job Senior Management Professional; Business Development Executive
Industry Financial Services
Experience
World Financial Group March 2009 - Present
Centex Financial Services / CTX Mortgage Company December 2002 - January 2009
CTX Mortgage Company 2002 - 2009
OPTI FINANCIAL RESOURCES January 2000 - January 2003
CERTIFIED MORTGAGE ASSOCIATES January 1995 - January 2000
BERRY VAN LINES January 1988 - January 1995
Education
Drexel University - LeBow College of Business
BS, Business
World Financial Group March 2009 - Present
Centex Financial Services / CTX Mortgage Company December 2002 - January 2009
CTX Mortgage Company 2002 - 2009
OPTI FINANCIAL RESOURCES January 2000 - January 2003
CERTIFIED MORTGAGE ASSOCIATES January 1995 - January 2000
BERRY VAN LINES January 1988 - January 1995
Education
Drexel University - LeBow College of Business
BS, Business
Izaz Azad's World Financial Group Experience December 2007 - December 2009
Job Computer Manager London Drugs
Industry Capital Markets
Experience
London Drugs March 2000 - Present
MBC 2010 - Present
TeachMeForex July 2008 - December 2013
World Financial Group December 2007 - December 2009
Skills
Business Analysis, Team Leadership, Microsoft Office, Management, Risk Management, Customer Service, Time Management, Coaching, Retail, Team Building, Analysis, Strategic Planning, Training, Sales, Microsoft Excel, Social Media, Windows, Leadership, Inventory Management, Marketing, Recruiting, Strategy, Public Speaking, Team Management, Teamwork, Business Strategy, Microsoft Word, Merchandising, Performance Management, PowerPoint, Forecasting, Social Media Marketing, System Administration, Online Marketing, Outlook, Social Networking, Research, Networking, Business Planning, Change Management, Finance, Sales Management, Customer Satisfaction, Marketing Strategy, Business Development, Event Planning, CRM, Troubleshooting, Software Documentation, Project Management
Education
Massey University 1994 — 1996
BSC, Computer Informations Systems
Douglas College
London Drugs March 2000 - Present
MBC 2010 - Present
TeachMeForex July 2008 - December 2013
World Financial Group December 2007 - December 2009
Skills
Business Analysis, Team Leadership, Microsoft Office, Management, Risk Management, Customer Service, Time Management, Coaching, Retail, Team Building, Analysis, Strategic Planning, Training, Sales, Microsoft Excel, Social Media, Windows, Leadership, Inventory Management, Marketing, Recruiting, Strategy, Public Speaking, Team Management, Teamwork, Business Strategy, Microsoft Word, Merchandising, Performance Management, PowerPoint, Forecasting, Social Media Marketing, System Administration, Online Marketing, Outlook, Social Networking, Research, Networking, Business Planning, Change Management, Finance, Sales Management, Customer Satisfaction, Marketing Strategy, Business Development, Event Planning, CRM, Troubleshooting, Software Documentation, Project Management
Education
Massey University 1994 — 1996
BSC, Computer Informations Systems
Douglas College
Renato Pugeda Renato Pugeda's World Financial Group Experience July 2014 - Present
Job Marketing Associate at World Financial Group
Industry
Experience
World Financial Group July 2014 - Present
Skills
Microsoft Excel
Education
Far Eastern University 1971 — 1975
Bachelor of Science in Commerce, Accounting
World Financial Group July 2014 - Present
Skills
Microsoft Excel
Education
Far Eastern University 1971 — 1975
Bachelor of Science in Commerce, Accounting
Sam Hakim's World Financial Group Experience 2005 - 2006
Job Business Developer
Industry Online Media
Experience
Motive Interactive March 2008 - June 2015
ZipSearch November 2007 - March 2008
Perf Spot August 2006 - March 2008
Alansis Media July 2003 - September 2007
World Financial Group 2005 - 2006
Virb Mortgage Network / Security Lending February 2004 - June 2005
American Lucky Star, Import/Export April 1999 - July 2003
The Police Foundation October 1999 - May 2000
IRS Internal Revenue Service January 1997 - February 1999
Skills
Mobile Marketing, Advertising, Media Buying, Online Marketing, New Business Development, Social Media Marketing, Lead Generation, Product Marketing, Sales Management, PPC, Business Development, Advertising Sales, SEM, Media Planning, Social Games, Social Marketing, International Marketing, Email Marketing, Affiliate Marketing, Contract Negotiation, Building Relationships, New Business Launch, Integrated Marketing, Mobile Advertising, Entrepreneurship, Key Account Development, International Business..., Contract Negotiations, International Sales, new business ve, Key Account Management, mobile ad\, Training & Development, Online Advertising, Developing New Markets, Executive Mentoring, Real Estate
Education
Executive Programs Real Estate School 2015 — 2015
California Real Estate Cetification
Concord Law School - Kaplan University 2007 — 2008
Executive Jurist Doctor (L1 _ dropped out)
Rutgers University-Newark 1997 — 2000
Crimial Justice & Law
Michigan State University - Lyman Briggs School of Science 1995 — 1997
AA
Randolph High School 1991 — 1995
Diploma
Motive Interactive March 2008 - June 2015
ZipSearch November 2007 - March 2008
Perf Spot August 2006 - March 2008
Alansis Media July 2003 - September 2007
World Financial Group 2005 - 2006
Virb Mortgage Network / Security Lending February 2004 - June 2005
American Lucky Star, Import/Export April 1999 - July 2003
The Police Foundation October 1999 - May 2000
IRS Internal Revenue Service January 1997 - February 1999
Skills
Mobile Marketing, Advertising, Media Buying, Online Marketing, New Business Development, Social Media Marketing, Lead Generation, Product Marketing, Sales Management, PPC, Business Development, Advertising Sales, SEM, Media Planning, Social Games, Social Marketing, International Marketing, Email Marketing, Affiliate Marketing, Contract Negotiation, Building Relationships, New Business Launch, Integrated Marketing, Mobile Advertising, Entrepreneurship, Key Account Development, International Business..., Contract Negotiations, International Sales, new business ve, Key Account Management, mobile ad\, Training & Development, Online Advertising, Developing New Markets, Executive Mentoring, Real Estate
Education
Executive Programs Real Estate School 2015 — 2015
California Real Estate Cetification
Concord Law School - Kaplan University 2007 — 2008
Executive Jurist Doctor (L1 _ dropped out)
Rutgers University-Newark 1997 — 2000
Crimial Justice & Law
Michigan State University - Lyman Briggs School of Science 1995 — 1997
AA
Randolph High School 1991 — 1995
Diploma
mary sue escutin's World Financial Group Experience June 2015 - Present
Job Office Biller at Corona Family Dentistry
Industry Health, Wellness and Fitness
Experience
World Financial Group June 2015 - Present
Skills
Customer Service, Microsoft Office, Eclaim Submission &..., A/R Collections, Public Speaking, Budgets, Microsoft Excel
Education
National University Temecula 2015 — 2018
Bachelor's degree, Education
La Sierra University
Bachelor's degree
World Financial Group June 2015 - Present
Skills
Customer Service, Microsoft Office, Eclaim Submission &..., A/R Collections, Public Speaking, Budgets, Microsoft Excel
Education
National University Temecula 2015 — 2018
Bachelor's degree, Education
La Sierra University
Bachelor's degree
Rajinder Gupta Rajinder Gupta's World Financial Group Experience April 2009 - March 2010
Job Trusted Financial Advisor at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial April 2010 - Present
World Financial Group April 2009 - March 2010
Allanson International Inc. July 2006 - March 2009
Skills
Mutual Funds, Retirement Planning, Wealth Management, Financial Planning, Relationship Management, Portfolio Management, Insurance, Financial Services, Risk Management, Life Insurance, Investments, Group Insurance, Disability Insurance, Finance, Customer Service, Wealth, Fixed Annuities, Estate Planning, Term Life Insurance, Long-term Care, Investment Advisory, Employee Benefits, Strategic Planning, Financial Analysis, Investment Strategies, Health Insurance, Asset Management, Pensions
Education
MANIT
Bachelor’s Degree, Electrical and Electronics Engineering
University of Toronto
Bachelor's degree, Electrical and Electronics Engineering
Sun Life Financial April 2010 - Present
World Financial Group April 2009 - March 2010
Allanson International Inc. July 2006 - March 2009
Skills
Mutual Funds, Retirement Planning, Wealth Management, Financial Planning, Relationship Management, Portfolio Management, Insurance, Financial Services, Risk Management, Life Insurance, Investments, Group Insurance, Disability Insurance, Finance, Customer Service, Wealth, Fixed Annuities, Estate Planning, Term Life Insurance, Long-term Care, Investment Advisory, Employee Benefits, Strategic Planning, Financial Analysis, Investment Strategies, Health Insurance, Asset Management, Pensions
Education
MANIT
Bachelor’s Degree, Electrical and Electronics Engineering
University of Toronto
Bachelor's degree, Electrical and Electronics Engineering
Michelle Branch's World Financial Group Experience July 2015 - Present
Job LVN
Industry Hospital & Health Care
Experience
Cerna Home Care July 2015 - Present
World Financial Group July 2015 - Present
Windstone Behavioral Health July 2015 - September 2015
be.group April 2014 - July 2015
Elder Care Alliance June 2013 - April 2014
Emeritus September 2012 - June 2013
Merrill Gardens October 2006 - September 2012
Atria Senior Living July 2005 - September 2006
Courtyard Healthcare Center September 2001 - July 2005
United States Air Force February 1997 - July 2000
Skills
Nursing, Healthcare, Healthcare Management, Home Care, Elder Care, Customer Service, Leadership, Long-term Care, Public Speaking, Team Building
Education
University of Phoenix 2005 — 2007
Bachelor's degree, Business Management, 3.75
Community College of the Air Force
Associate of Arts and Sciences (A.A.S.), Allied Health Sciences
Community College of the Air Force
Associate of Arts and Sciences (A.A.S.), Instructor of Technology & Military Sciences, and Occupational Instructor Certificate
Cerna Home Care July 2015 - Present
World Financial Group July 2015 - Present
Windstone Behavioral Health July 2015 - September 2015
be.group April 2014 - July 2015
Elder Care Alliance June 2013 - April 2014
Emeritus September 2012 - June 2013
Merrill Gardens October 2006 - September 2012
Atria Senior Living July 2005 - September 2006
Courtyard Healthcare Center September 2001 - July 2005
United States Air Force February 1997 - July 2000
Skills
Nursing, Healthcare, Healthcare Management, Home Care, Elder Care, Customer Service, Leadership, Long-term Care, Public Speaking, Team Building
Education
University of Phoenix 2005 — 2007
Bachelor's degree, Business Management, 3.75
Community College of the Air Force
Associate of Arts and Sciences (A.A.S.), Allied Health Sciences
Community College of the Air Force
Associate of Arts and Sciences (A.A.S.), Instructor of Technology & Military Sciences, and Occupational Instructor Certificate
Favio Fajardo Favio Fajardo's World Financial Group Experience February 2008 - October 2009
Job Area Manager at Amazon
Industry Import and Export
Experience
Amazon August 2015 - Present
DelfinoCo January 2014 - July 2015
Teva Pharmaceuticals June 2014 - August 2014
Sam's Club June 2008 - October 2013
Blades Services LLC September 2011 - June 2013
Long & Foster Companies August 2009 - June 2011
World Financial Group February 2008 - October 2009
Skills
Networking, Customer Service, Microsoft Office, CRM Databases, Proficient in Spanish, Marketing, Brand Management, Public Speaking, Microsoft Excel, Social Media Marketing, Microsoft Word, PowerPoint, English, Windows, Outlook, Life and casualty..., Real Estate..., Forklift driver..., Event Planning, Leadership, Entrepreneurship, International Relations
Education
University of Maryland College Park 2013 — 2015
Bachelor of Science (BS), International Business
Montgomery College 2009 — 2012
Associate of Arts (AA), Business Administration, International Business
Amazon August 2015 - Present
DelfinoCo January 2014 - July 2015
Teva Pharmaceuticals June 2014 - August 2014
Sam's Club June 2008 - October 2013
Blades Services LLC September 2011 - June 2013
Long & Foster Companies August 2009 - June 2011
World Financial Group February 2008 - October 2009
Skills
Networking, Customer Service, Microsoft Office, CRM Databases, Proficient in Spanish, Marketing, Brand Management, Public Speaking, Microsoft Excel, Social Media Marketing, Microsoft Word, PowerPoint, English, Windows, Outlook, Life and casualty..., Real Estate..., Forklift driver..., Event Planning, Leadership, Entrepreneurship, International Relations
Education
University of Maryland College Park 2013 — 2015
Bachelor of Science (BS), International Business
Montgomery College 2009 — 2012
Associate of Arts (AA), Business Administration, International Business
Anita Mui Anita Mui's World Financial Group Experience June 2005 - August 2008
Job Finance & Pricing Manager
Industry Events Services
Experience
Reed Exhibitions April 2010 - Present
WellPoint January 2009 - December 2009
Pharmacare July 2006 - January 2009
World Financial Group June 2005 - August 2008
Empress Chinese Cuisine January 1999 - June 2005
Skills
Management, Forecasting, Strategic Planning, Leadership, Event Planning, Budgets, Microsoft Excel, Event Management, Financial Analysis, Process Improvement, Strategic Pricing
Education
University of New Haven 2009 — 2013
MBA, Business Policy and Strategic Leadership, 3.96/4.00
Johnson and Wales University 2002 — 2006
BS, Financial Management, 3.98/4.00
Reed Exhibitions April 2010 - Present
WellPoint January 2009 - December 2009
Pharmacare July 2006 - January 2009
World Financial Group June 2005 - August 2008
Empress Chinese Cuisine January 1999 - June 2005
Skills
Management, Forecasting, Strategic Planning, Leadership, Event Planning, Budgets, Microsoft Excel, Event Management, Financial Analysis, Process Improvement, Strategic Pricing
Education
University of New Haven 2009 — 2013
MBA, Business Policy and Strategic Leadership, 3.96/4.00
Johnson and Wales University 2002 — 2006
BS, Financial Management, 3.98/4.00
Kelly Jensen's World Financial Group Experience August 2012 - August 2014
Job Sales Territory Manager
Industry Consumer Services
Experience
Michael's Keys April 2013 - Present
World Financial Group August 2012 - August 2014
Fairway Supply February 2011 - March 2013
Rolland Safe and Lock Company October 2008 - October 2010
Complete Security Service April 2007 - August 2008
Skills
Team Building, Customer Service, Sales, Public Speaking, Merchandising, Key Account Management, Employee Training, PowerPoint, Strategic Planning, Sales Management, New Business Development, Sales Process, Management, Retail, Account Management, Security, Direct Sales, Leadership
Education
Dallas Baptist University 2014 — 2016
Master's Degree, Counseling Psychology
Argosy University Dallas
Bachelor's of Arts, Psychology
The University of Texas at Dallas
Michael's Keys April 2013 - Present
World Financial Group August 2012 - August 2014
Fairway Supply February 2011 - March 2013
Rolland Safe and Lock Company October 2008 - October 2010
Complete Security Service April 2007 - August 2008
Skills
Team Building, Customer Service, Sales, Public Speaking, Merchandising, Key Account Management, Employee Training, PowerPoint, Strategic Planning, Sales Management, New Business Development, Sales Process, Management, Retail, Account Management, Security, Direct Sales, Leadership
Education
Dallas Baptist University 2014 — 2016
Master's Degree, Counseling Psychology
Argosy University Dallas
Bachelor's of Arts, Psychology
The University of Texas at Dallas
David Boyadzhyan's World Financial Group Experience August 2012 - January 2013
Job Summer Associate at Enterprise Counsel Group, A Law Corporation
Industry Law Practice
Experience
Pepperdine Law Review March 2015 - Present
Enterprise Counsel Group, A Law Corporation May 2015 - August 2015
U.S. Securities and Exchange Commission January 2015 - April 2015
United States Bankruptcy Court August 2014 - December 2014
Lewis & Associates May 2014 - July 2014
UCLA University Apartments June 2013 - August 2013
UCLA Corporate Financial Services September 2012 - June 2013
World Financial Group August 2012 - January 2013
Aflac Burbank Regional Office July 2012 - January 2013
University of California September 2011 - February 2012
Skills
Bilingual: Armenian, Extensive computer..., Type: 70 WPM, Microsoft Excel, Telephone Skills, PowerPoint, Human Resources, Sales, Spreadsheets, Microsoft Word, Training, Microsoft Office, Customer Service, Legal Research, Research, Event Planning, Public Speaking, Trials, Data Analysis, Nonprofits, Westlaw, Social Media, Legal Writing
Education
Pepperdine School of Law 2013 — 2016
Juris Doctor (J.D.)
UCLA 2011 — 2013
Bachelor of Arts (B.A.), Political Science
Francisco Bravo Medical Magnet High School 2006 — 2010
Los Angeles City College 2005 — 2010
Associate’s Degree, Liberal Arts
Pepperdine Law Review March 2015 - Present
Enterprise Counsel Group, A Law Corporation May 2015 - August 2015
U.S. Securities and Exchange Commission January 2015 - April 2015
United States Bankruptcy Court August 2014 - December 2014
Lewis & Associates May 2014 - July 2014
UCLA University Apartments June 2013 - August 2013
UCLA Corporate Financial Services September 2012 - June 2013
World Financial Group August 2012 - January 2013
Aflac Burbank Regional Office July 2012 - January 2013
University of California September 2011 - February 2012
Skills
Bilingual: Armenian, Extensive computer..., Type: 70 WPM, Microsoft Excel, Telephone Skills, PowerPoint, Human Resources, Sales, Spreadsheets, Microsoft Word, Training, Microsoft Office, Customer Service, Legal Research, Research, Event Planning, Public Speaking, Trials, Data Analysis, Nonprofits, Westlaw, Social Media, Legal Writing
Education
Pepperdine School of Law 2013 — 2016
Juris Doctor (J.D.)
UCLA 2011 — 2013
Bachelor of Arts (B.A.), Political Science
Francisco Bravo Medical Magnet High School 2006 — 2010
Los Angeles City College 2005 — 2010
Associate’s Degree, Liberal Arts
Shawn Davis Shawn Davis's World Financial Group Experience May 2003 - August 2004
Job Hiring two Field Marketing Sales Directors for IMO Market contact if interested
Industry Insurance
Experience
Ameritas July 2015 - Present
Transamerica July 2014 - July 2015
Transamerica Agency Network April 2012 - June 2014
Transamerica, L&P Division - Agency Group September 2010 - June 2014
Life Investors Financial Group October 2006 - September 2010
Transamerica Premier Life Insurance Company January 2005 - October 2006
World Financial Group May 2003 - August 2004
National Investors May 2002 - August 2002
Skills
Insurance, Leadership, Life Insurance, Marketing, Term Life Insurance, Retirement Planning
Education
Drake University 2001 — 2004
Finance
Ameritas July 2015 - Present
Transamerica July 2014 - July 2015
Transamerica Agency Network April 2012 - June 2014
Transamerica, L&P Division - Agency Group September 2010 - June 2014
Life Investors Financial Group October 2006 - September 2010
Transamerica Premier Life Insurance Company January 2005 - October 2006
World Financial Group May 2003 - August 2004
National Investors May 2002 - August 2002
Skills
Insurance, Leadership, Life Insurance, Marketing, Term Life Insurance, Retirement Planning
Education
Drake University 2001 — 2004
Finance
Jill Esguerra's World Financial Group Experience March 2008 - February 2011
Job Associate Manager, Learning Technologies at Gilead Sciences
Industry Human Resources
Experience
Gilead Sciences January 2013 - Present
Gilead Sciences January 2012 - January 2013
Gilead Sciences October 2010 - April 2012
World Financial Group March 2008 - February 2011
Macy's West November 2006 - August 2007
Macy's West March 2005 - November 2006
Macy's West September 2003 - March 2005
Macy's West June 1999 - September 2003
Skills
Management, Human Resources, Pharmaceutical Industry, Training, Customer Service, Team Building, Strategic Planning, Onboarding, Coaching, Sales, Recruiting, PeopleSoft, Employee Relations, Performance Management, Public Speaking, HRIS, Succession Planning, Microsoft Excel, Talent Management
Education
Golden Gate University 2013 — 2015
Master of Business Administration (MBA)
San Francisco State University 1996 — 2002
BS, Business, Computer Information Systems
Gilead Sciences January 2013 - Present
Gilead Sciences January 2012 - January 2013
Gilead Sciences October 2010 - April 2012
World Financial Group March 2008 - February 2011
Macy's West November 2006 - August 2007
Macy's West March 2005 - November 2006
Macy's West September 2003 - March 2005
Macy's West June 1999 - September 2003
Skills
Management, Human Resources, Pharmaceutical Industry, Training, Customer Service, Team Building, Strategic Planning, Onboarding, Coaching, Sales, Recruiting, PeopleSoft, Employee Relations, Performance Management, Public Speaking, HRIS, Succession Planning, Microsoft Excel, Talent Management
Education
Golden Gate University 2013 — 2015
Master of Business Administration (MBA)
San Francisco State University 1996 — 2002
BS, Business, Computer Information Systems
Tamara De Leon Tamara De Leon's World Financial Group Experience February 2008 - September 2011
Job Collateral Operations Manager Federal Home Loan Bank of San Francisco
Industry Banking
Experience
Federal Home Loan Bank of San Francisco May 2015 - Present
Federal Home Loan Bank December 2006 - October 2013
Big Kahuna Sandwich Shop April 2012 - September 2013
World Financial Group February 2008 - September 2011
Tammy's Playhouse Family Child Care September 2003 - December 2006
Bank of America December 2001 - September 2003
Federal Reserve Bank of San Francisco August 1998 - January 2002
March Instruments October 1995 - September 1998
Skills
Accounting, Budgets, Derivatives, Financial Analysis, Financial Reporting, Management, Portfolio Management, Risk Management, Software Documentation
Education
Golden Gate University 2011 — 2011
Accounting
Heald College 1993 — 1995
AA, Accounting
Golden Gate University
IN PROGRESS Bachelor of Science, Accounting
Federal Home Loan Bank of San Francisco May 2015 - Present
Federal Home Loan Bank December 2006 - October 2013
Big Kahuna Sandwich Shop April 2012 - September 2013
World Financial Group February 2008 - September 2011
Tammy's Playhouse Family Child Care September 2003 - December 2006
Bank of America December 2001 - September 2003
Federal Reserve Bank of San Francisco August 1998 - January 2002
March Instruments October 1995 - September 1998
Skills
Accounting, Budgets, Derivatives, Financial Analysis, Financial Reporting, Management, Portfolio Management, Risk Management, Software Documentation
Education
Golden Gate University 2011 — 2011
Accounting
Heald College 1993 — 1995
AA, Accounting
Golden Gate University
IN PROGRESS Bachelor of Science, Accounting
Craig Connolly Craig Connolly's World Financial Group Experience September 2005 - October 2008
Job Regional Sales Director at Workiva
Industry Computer Software
Experience
Workiva October 2012 - Present
Workiva October 2012 - April 2013
University of Phoenix October 2008 - October 2012
World Financial Group September 2005 - October 2008
Pinnacle Security April 2007 - April 2008
Skills
Sales, Salesforce.com, Training, Leadership, SaaS, Customer Service, Analysis, Management, Sales Process, Financial Reporting, State & Local..., Wdesk, Finance, Recruiting, B2B, Financial Analysis, Student Financial Aid, Public Speaking, Critical Thinking, Microsoft Office, Strategic Financial...
Education
University of Phoenix 2009 — 2010
Bachelors of Science in Management
Eastern Arizona College 2004 — 2005
General Studies
Workiva October 2012 - Present
Workiva October 2012 - April 2013
University of Phoenix October 2008 - October 2012
World Financial Group September 2005 - October 2008
Pinnacle Security April 2007 - April 2008
Skills
Sales, Salesforce.com, Training, Leadership, SaaS, Customer Service, Analysis, Management, Sales Process, Financial Reporting, State & Local..., Wdesk, Finance, Recruiting, B2B, Financial Analysis, Student Financial Aid, Public Speaking, Critical Thinking, Microsoft Office, Strategic Financial...
Education
University of Phoenix 2009 — 2010
Bachelors of Science in Management
Eastern Arizona College 2004 — 2005
General Studies
Estevan F. Mendoza Estevan F. Mendoza's World Financial Group Experience 2006 - 2010
Job Consultative Sales Associate at Sears, Roebuck and Co.
Industry Retail
Experience
Sears, Roebuck and Co. February 2009 - Present
Delgado & Associates 2008 - 2011
Brokaw Capitol Funding 2007 - 2010
World Financial Group 2006 - 2010
Macy’s December 2008 - December 2008
Safeway 1997 - 2005
Skills
Sales Management, Customer Satisfaction, Financial Advisory, Operations Management, Retail Sales, Customer Oriented, Customer Service, Hands-on Training
Education
Evergreen Valley College
Independence High School 1995 — 1999
Diploma, College Prep
Sears, Roebuck and Co. February 2009 - Present
Delgado & Associates 2008 - 2011
Brokaw Capitol Funding 2007 - 2010
World Financial Group 2006 - 2010
Macy’s December 2008 - December 2008
Safeway 1997 - 2005
Skills
Sales Management, Customer Satisfaction, Financial Advisory, Operations Management, Retail Sales, Customer Oriented, Customer Service, Hands-on Training
Education
Evergreen Valley College
Independence High School 1995 — 1999
Diploma, College Prep
Joanne Agapinan Joanne Agapinan's World Financial Group Experience January 2010 - January 2011
Job Visual Stylist/Entrepreneur & CEO at SoXial Star©™
Industry Design
Experience
Kevin Jewelers September 2007 - Present
SoXial Star©™ July 2006 - Present
Model January 2006 - Present
Affordable Caregivers/Nurses June 2014 - August 2015
World Financial Group January 2010 - January 2011
Sebastian Entertainment 2009 - 2011
Royal Jewelers November 2005 - September 2007
Skills
Creative Direction, Advertising, Brand Development, Fashion, Social Media, Styling, Social Media Marketing, Photography, Marketing Communications, Visual Communication, Trend Analysis, Visual Merchandising, Marketing Strategy, Public Relations, Concept Development, Fashion Design, Event Management, Illustrator, Social Networking, Event Planning, Marketing, Sales, Entertainment, Public Speaking, Entrepreneurship, Art, Brand Management, Photoshop, Customer Service, Strategic Planning, Graphic Design, Market Research, Microsoft Office, Leadership, Online Marketing, Management, Email Marketing, Online Advertising, Modeling, Acting, Business Development, Events Organisation, Corporate Branding, Humanitarian Assistance
Education
Fashion Institute of Design & Merchandising 2008 — 2010
Associate of Arts (A.A.), Design and Visual Communications, General
South East ROP Cerritos 2006 — 2007
Real Estate Certificate, Real Estate/Loan Officer
Kevin Jewelers September 2007 - Present
SoXial Star©™ July 2006 - Present
Model January 2006 - Present
Affordable Caregivers/Nurses June 2014 - August 2015
World Financial Group January 2010 - January 2011
Sebastian Entertainment 2009 - 2011
Royal Jewelers November 2005 - September 2007
Skills
Creative Direction, Advertising, Brand Development, Fashion, Social Media, Styling, Social Media Marketing, Photography, Marketing Communications, Visual Communication, Trend Analysis, Visual Merchandising, Marketing Strategy, Public Relations, Concept Development, Fashion Design, Event Management, Illustrator, Social Networking, Event Planning, Marketing, Sales, Entertainment, Public Speaking, Entrepreneurship, Art, Brand Management, Photoshop, Customer Service, Strategic Planning, Graphic Design, Market Research, Microsoft Office, Leadership, Online Marketing, Management, Email Marketing, Online Advertising, Modeling, Acting, Business Development, Events Organisation, Corporate Branding, Humanitarian Assistance
Education
Fashion Institute of Design & Merchandising 2008 — 2010
Associate of Arts (A.A.), Design and Visual Communications, General
South East ROP Cerritos 2006 — 2007
Real Estate Certificate, Real Estate/Loan Officer
Andre C Baraka Jr. Andre C Baraka Jr.'s World Financial Group Experience January 2010 - Present
Job Financial Planner at World Financial Group
Industry Financial Services
Experience
World Financial Group January 2010 - Present
New York Life March 2007 - January 2010
UBS Wealth Management September 2002 - December 2002
Hilliard Lyons September 2001 - December 2001
Vector Marketing May 2001 - September 2001
Skills
Licensed Life & Health..., Fixed Annuities, Insurance, Life Insurance, Investments, Employee Benefits, Retirement, Long-term Care, Estate Planning, Finance, IRAs, Sales, Financial Services, Disability Insurance, Term Life Insurance, Securities
Education
Jones International University 2004 — 2007
M.A., Business Communication
Hope College 1998 — 2002
B.A., Intercutural Communication
World Financial Group January 2010 - Present
New York Life March 2007 - January 2010
UBS Wealth Management September 2002 - December 2002
Hilliard Lyons September 2001 - December 2001
Vector Marketing May 2001 - September 2001
Skills
Licensed Life & Health..., Fixed Annuities, Insurance, Life Insurance, Investments, Employee Benefits, Retirement, Long-term Care, Estate Planning, Finance, IRAs, Sales, Financial Services, Disability Insurance, Term Life Insurance, Securities
Education
Jones International University 2004 — 2007
M.A., Business Communication
Hope College 1998 — 2002
B.A., Intercutural Communication
Todd Purcell Todd Purcell's World Financial Group Experience June 2004 - December 2007
Job Mortgage Professional, Remarkable Man, Toastmaster, and Volunteer
Industry Real Estate
Experience
Dominon Lending Centres - Mortgage Services Inc. May 2009 - Present
Toastmasters Fluor Communicator Club November 2013 - Present
Junior Achievement of Southern Alberta January 2006 - Present
Remarkable Man Project March 2012 - Present
World Financial Group June 2004 - December 2007
Skills
Refinance, Commercial Mortgages, Investment Properties, Investments, Mortgage Lending, Residential Mortgages, Finance, Real Estate, Credit, Funding, Debt Consolidation, Real Estate Financing, First Time Home Buyers, Small Business, Financial Services, Loans, Residential Homes, Commercial Real Estate, Mortgage Marketing, Mortgage Underwriting, Certified Mortgage...
Education
Mount Royal University 2006 — 2010
Bachelor of Applied Small Business and Entrepreneurship, Entrepreneurial and Small Business Operations
Dominon Lending Centres - Mortgage Services Inc. May 2009 - Present
Toastmasters Fluor Communicator Club November 2013 - Present
Junior Achievement of Southern Alberta January 2006 - Present
Remarkable Man Project March 2012 - Present
World Financial Group June 2004 - December 2007
Skills
Refinance, Commercial Mortgages, Investment Properties, Investments, Mortgage Lending, Residential Mortgages, Finance, Real Estate, Credit, Funding, Debt Consolidation, Real Estate Financing, First Time Home Buyers, Small Business, Financial Services, Loans, Residential Homes, Commercial Real Estate, Mortgage Marketing, Mortgage Underwriting, Certified Mortgage...
Education
Mount Royal University 2006 — 2010
Bachelor of Applied Small Business and Entrepreneurship, Entrepreneurial and Small Business Operations
Jiawen (Carmen) Liu Jiawen (Carmen) Liu's World Financial Group Experience October 2013 - June 2014
Job Risk Management Intern at City of San Diego
Industry Management Consulting
Experience
City of San Diego April 2015 - Present
GE Oriental Financial Group Limited July 2014 - September 2014
Grossmont College January 2014 - July 2014
Grossmont College July 2013 - July 2014
Grossmont College April 2012 - July 2014
World Financial Group October 2013 - June 2014
Grossmont College February 2013 - January 2014
Skills
Microsoft Excel, Finance, Economics, PowerPoint, Microsoft Word, Accounting, Public Speaking, Teaching, Microsoft Office, Leadership, Teamwork, Analysis, Time Management, Data Analysis, Event Planning, Access, Research, Organization Skills
Education
University of California, San Diego 2014 — 2016
Bachelor's Degree, Economics
Grossmont College 2011 — 2014
Associate's Degree, Business and Economics
City of San Diego April 2015 - Present
GE Oriental Financial Group Limited July 2014 - September 2014
Grossmont College January 2014 - July 2014
Grossmont College July 2013 - July 2014
Grossmont College April 2012 - July 2014
World Financial Group October 2013 - June 2014
Grossmont College February 2013 - January 2014
Skills
Microsoft Excel, Finance, Economics, PowerPoint, Microsoft Word, Accounting, Public Speaking, Teaching, Microsoft Office, Leadership, Teamwork, Analysis, Time Management, Data Analysis, Event Planning, Access, Research, Organization Skills
Education
University of California, San Diego 2014 — 2016
Bachelor's Degree, Economics
Grossmont College 2011 — 2014
Associate's Degree, Business and Economics
Heather Sterling-Marriott's World Financial Group Experience September 2009 - September 2013
Job Healthcare Consultant (Massage and Bodywork) at MYO Massage Clinic
Industry Professional Training & Coaching
Experience
Toastmasters International - District 61 October 2003 - Present
MYO Clinic October 2003 - Present
TEDx Concordia January 2014 - May 2014
World Financial Group September 2009 - September 2013
Skills
Wellness, Therapeutic Massage, Training, Bodywork, Stress, Coaching, Therapists, Energy Healing, Entrepreneurship, Pain Management, Craniosacral Therapy, Swedish, Public Speaking
Education
Entrepreneurship Course for Women CEPQ 2005 — 2005
Certificate of Entrepreneurship
Concordia University 1997 — 2000
Bachelor, Excercise Science, Athletic Therapy
Toastmasters International - District 61 October 2003 - Present
MYO Clinic October 2003 - Present
TEDx Concordia January 2014 - May 2014
World Financial Group September 2009 - September 2013
Skills
Wellness, Therapeutic Massage, Training, Bodywork, Stress, Coaching, Therapists, Energy Healing, Entrepreneurship, Pain Management, Craniosacral Therapy, Swedish, Public Speaking
Education
Entrepreneurship Course for Women CEPQ 2005 — 2005
Certificate of Entrepreneurship
Concordia University 1997 — 2000
Bachelor, Excercise Science, Athletic Therapy
Kristina A. Rosado's World Financial Group Experience January 2012 - March 2012
Job Club Coordinator Level 2 at The Right Stuff Health Club
Industry Financial Services
Experience
The Right Stuff Health Club August 2013 - Present
TekilaRock Night Club June 2012 - August 2013
California State Parks October 2008 - February 2013
Point Lobos Summer Adventures Program March 2009 - June 2012
World Financial Group January 2012 - March 2012
Yours Truly Restaurant August 2008 - September 2008
Target Dept Store November 2006 - January 2007
Skills
Office Administration, Account Management, Website Management, PayPal, CuteFTP, Dreamweaver, Microsoft Office, Outlook, Financial Education, Recruting, Coaching, Adobe Photoshop Element..., Night Club Management, Advertising, Works well in a team, Microsoft Excel, Home Repairs, Travel, 401k, IUL Retirement Plans, Training, Customer Service, Family Caregiving, Maxim Healthcare..., Caregiver, Always Willing to Learn, Insurance Training, Human Resources, Payroll, PowerPoint, Microsoft Word
Education
Monterey Peninsula College 2008 — 2013
Dance
Central Coast High School 2007 — 2008
High School Dipolma, High School/Secondary Diplomas and Certificates
The Right Stuff Health Club August 2013 - Present
TekilaRock Night Club June 2012 - August 2013
California State Parks October 2008 - February 2013
Point Lobos Summer Adventures Program March 2009 - June 2012
World Financial Group January 2012 - March 2012
Yours Truly Restaurant August 2008 - September 2008
Target Dept Store November 2006 - January 2007
Skills
Office Administration, Account Management, Website Management, PayPal, CuteFTP, Dreamweaver, Microsoft Office, Outlook, Financial Education, Recruting, Coaching, Adobe Photoshop Element..., Night Club Management, Advertising, Works well in a team, Microsoft Excel, Home Repairs, Travel, 401k, IUL Retirement Plans, Training, Customer Service, Family Caregiving, Maxim Healthcare..., Caregiver, Always Willing to Learn, Insurance Training, Human Resources, Payroll, PowerPoint, Microsoft Word
Education
Monterey Peninsula College 2008 — 2013
Dance
Central Coast High School 2007 — 2008
High School Dipolma, High School/Secondary Diplomas and Certificates
Joshua Cogar Joshua Cogar's World Financial Group Experience February 2004 - September 2008
Job Building Individuals and Organizations
Industry Program Development
Experience
fathom Travel / Carnival Cruise Lines April 2015 - Present
SBL Consulting December 2014 - Present
Digital Force LLC June 2013 - December 2014
The Summit Research Institute October 2011 - October 2012
On The Edge Adventures February 2008 - December 2010
World Financial Group February 2004 - September 2008
Rudehoj Efterskole- Denmark August 2002 - December 2003
George Fox University April 2000 - August 2002
Skills
Leadership Development, Fundraising, Teaching, Team Building, Marketing, Nonprofits, Volunteer Management, Community Outreach, Staff Development, Management, Higher Education, Public Speaking, Program Development, Non-profits, Research, Project Management, Leadership, Strategic Planning, Event Planning, User Experience, CRM, Coaching, Budgets, Start-ups, Recruiting, Online Marketing, Sales, Business Planning, Social Networking, Social Media, Event Management, Product Development, Product Marketing, User Research, Strategy, CRM Integration, Entrepreneurship, Customer Service, Organizational..., Training, Public Relations, Program Management, Team Leadership, Business Strategy, Management Consulting, Problem Solving, Microsoft Excel, Microsoft Word, Consulting
Education
George Fox University 1995 — 1999
Bachelor of Arts (B.A.)
fathom Travel / Carnival Cruise Lines April 2015 - Present
SBL Consulting December 2014 - Present
Digital Force LLC June 2013 - December 2014
The Summit Research Institute October 2011 - October 2012
On The Edge Adventures February 2008 - December 2010
World Financial Group February 2004 - September 2008
Rudehoj Efterskole- Denmark August 2002 - December 2003
George Fox University April 2000 - August 2002
Skills
Leadership Development, Fundraising, Teaching, Team Building, Marketing, Nonprofits, Volunteer Management, Community Outreach, Staff Development, Management, Higher Education, Public Speaking, Program Development, Non-profits, Research, Project Management, Leadership, Strategic Planning, Event Planning, User Experience, CRM, Coaching, Budgets, Start-ups, Recruiting, Online Marketing, Sales, Business Planning, Social Networking, Social Media, Event Management, Product Development, Product Marketing, User Research, Strategy, CRM Integration, Entrepreneurship, Customer Service, Organizational..., Training, Public Relations, Program Management, Team Leadership, Business Strategy, Management Consulting, Problem Solving, Microsoft Excel, Microsoft Word, Consulting
Education
George Fox University 1995 — 1999
Bachelor of Arts (B.A.)
Ann Marie Fraser, CPA Ann Marie Fraser, CPA's World Financial Group Experience August 2014 - Present
Job CFO at Tax Plus Financial Services
Industry Accounting
Experience
World Financial Group August 2014 - Present
Tax Plus Financial Services January 1991 - Present
Abyssinian Baptist Church April 2014 - December 2014
Northeastern Conference of Seventh-Day Adventist April 2000 - March 2014
Skills
Microsoft Office, Accounts Receivable, Team Building, PowerPoint, Teaching, Budgets, Financial Reporting, Microsoft Excel, Payroll
Education
Long Island University, Brooklyn Campus
Accounting
World Financial Group August 2014 - Present
Tax Plus Financial Services January 1991 - Present
Abyssinian Baptist Church April 2014 - December 2014
Northeastern Conference of Seventh-Day Adventist April 2000 - March 2014
Skills
Microsoft Office, Accounts Receivable, Team Building, PowerPoint, Teaching, Budgets, Financial Reporting, Microsoft Excel, Payroll
Education
Long Island University, Brooklyn Campus
Accounting
Fu-kai Yang Fu-kai Yang's World Financial Group Experience August 2003 - Present
Job Certified Financial Educator at Heartland Institute of Financial Education
Industry Financial Services
Experience
Heartland Institute of Financial Education August 2012 - Present
World Financial Group August 2003 - Present
Education
National Chengchi University
Heartland Institute of Financial Education August 2012 - Present
World Financial Group August 2003 - Present
Education
National Chengchi University
Shaun Sharifali Shaun Sharifali's World Financial Group Experience August 2009 - January 2010
Job Student at University of California, Los Angeles, Sergeant in United States Marine Corps
Industry Military
Experience
United States Marine Corps Reserve August 2007 - August 2013
Premier Executive Solutions April 2010 - November 2010
World Financial Group August 2009 - January 2010
Skills
Security, Military Experience, Financial Accounting, Management Accounting, Supervisory Skills, Leadership, Team Leadership, Team Building, Training, Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Customer Service, Inventory Management, Inventory Control, Loss Prevention, First Aid, Security Operations, Government, Operations Management
Education
University of California, Los Angeles 2012 — 2015
Bachelor's degree, Philosophy/Accounting, Senior
Mt. San Jacinto Community College District 2011 — 2012
Business
Riverside Community College 2011 — 2012
Business
El Camino College 2007 — 2011
Business
Santa Monica College 2009 — 2010
Business
United States Marine Corps Reserve August 2007 - August 2013
Premier Executive Solutions April 2010 - November 2010
World Financial Group August 2009 - January 2010
Skills
Security, Military Experience, Financial Accounting, Management Accounting, Supervisory Skills, Leadership, Team Leadership, Team Building, Training, Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Customer Service, Inventory Management, Inventory Control, Loss Prevention, First Aid, Security Operations, Government, Operations Management
Education
University of California, Los Angeles 2012 — 2015
Bachelor's degree, Philosophy/Accounting, Senior
Mt. San Jacinto Community College District 2011 — 2012
Business
Riverside Community College 2011 — 2012
Business
El Camino College 2007 — 2011
Business
Santa Monica College 2009 — 2010
Business
Sally Phu Sally Phu's World Financial Group Experience August 2009 - Present
Job Associate, World Financial Group
Industry Financial Services
Experience
World Financial Group August 2009 - Present
TC Nails January 2008 - Present
Education
Kaplan University
Busineses Administrative
World Financial Group August 2009 - Present
TC Nails January 2008 - Present
Education
Kaplan University
Busineses Administrative
Grace Himmelright's World Financial Group Experience June 2005 - January 2012
Job Financial Services Professional
Industry Financial Services
Experience
Transamerifa Financial Advisors, Inc. Transamerica Financial Group Division May 2008 - Present
United Healthcare September 2011 - Present
Real Estate Investor January 2008 - Present
Real Estate Investor January 2008 - Present
World Financial Group June 2005 - January 2012
AmeriFirst Financial, Inc. January 2009 - February 2010
Health Care Based Organizations 1983 - 2005
Skills
Investments, Mortgage Lending, Financial Services, Financial Advisory, Finance, Real Estate, Entrepreneurship, Short Sales, REO, Investment Properties, Foreclosures, Property
Education
Heidelberg College 1994 — 1997
MBA, International - Business
University of Toledo 1982 — 1988
Bs, Business Science
Transamerifa Financial Advisors, Inc. Transamerica Financial Group Division May 2008 - Present
United Healthcare September 2011 - Present
Real Estate Investor January 2008 - Present
Real Estate Investor January 2008 - Present
World Financial Group June 2005 - January 2012
AmeriFirst Financial, Inc. January 2009 - February 2010
Health Care Based Organizations 1983 - 2005
Skills
Investments, Mortgage Lending, Financial Services, Financial Advisory, Finance, Real Estate, Entrepreneurship, Short Sales, REO, Investment Properties, Foreclosures, Property
Education
Heidelberg College 1994 — 1997
MBA, International - Business
University of Toledo 1982 — 1988
Bs, Business Science
Peter (이병호) Lee's World Financial Group Experience July 1996 - July 2002
Job President at Aenon Holdings Ltd
Industry Venture Capital & Private Equity
Experience
Aenon Holdings July 2006 - Present
Frontier Capital Real Estate Group July 2006 - October 2009
Aenon Financial Alliances (Korea) 2005 - 2009
Aenon Financial July 2002 - July 2008
CF Canada Financial Group April 2001 - October 2003
World Financial Group July 1996 - July 2002
Education
Seneca College of Applied Arts and Technology 2010 — 2010
Mortgage Broker License
Institution of Financial and Investment Course 2009 — 2010
Limited Market Dealer License
BC Securities Commission 2005 — 2005
Registered Education Saving Plan
Institution of Financial and Investment Course 1999 — 2000
Mutual Fund License
Financial Services and Insurance Commission (FSCO) 1999 — 1999
Life Insurance License
National Association Securities Dealers (NASD) 1997 — 1997
Series 6, 63, 27
Santa Monica College 1996 — 1997
Transfer General Art
California Department of Insurance Commission 1996 — 1996
Life Insurance and Sickness License
Cypress College 1994 — 1996
Transfer General Art
Aenon Holdings July 2006 - Present
Frontier Capital Real Estate Group July 2006 - October 2009
Aenon Financial Alliances (Korea) 2005 - 2009
Aenon Financial July 2002 - July 2008
CF Canada Financial Group April 2001 - October 2003
World Financial Group July 1996 - July 2002
Education
Seneca College of Applied Arts and Technology 2010 — 2010
Mortgage Broker License
Institution of Financial and Investment Course 2009 — 2010
Limited Market Dealer License
BC Securities Commission 2005 — 2005
Registered Education Saving Plan
Institution of Financial and Investment Course 1999 — 2000
Mutual Fund License
Financial Services and Insurance Commission (FSCO) 1999 — 1999
Life Insurance License
National Association Securities Dealers (NASD) 1997 — 1997
Series 6, 63, 27
Santa Monica College 1996 — 1997
Transfer General Art
California Department of Insurance Commission 1996 — 1996
Life Insurance and Sickness License
Cypress College 1994 — 1996
Transfer General Art
Malik Lakhdhir Malik Lakhdhir's World Financial Group Experience February 2006 - December 2007
Job Business Development Manager at Fazal Development Network
Industry Food & Beverages
Experience
Fazal Development Network July 2010 - Present
Veestra January 2008 - May 2010
World Financial Group February 2006 - December 2007
Conexus FZ LLC 2001 - 2003
Microsoft pakistan 2000 - 2000
Skills
Social Networking, Customer Presentations, Inside Sales, WeB Designing Sales, Business Development, Business Planning, Business Strategy, Investments, Mutual Funds, Funding, Technical Recruiting, Lead Generation, Recruiting, Talent Acquisition, Competitive Analysis, CRM, Team Management, Executive Search, Vendor Management, Leadership, Market Research, Team Building, Sales, Forecasting, Strategic Financial..., Training
Education
Iqra University 2004 — 2007
Master In Business Administration, Major Finance
Iqra University 2005 — 2006
Master's degree, Accounting and Finance
City School 1995 — 1996
O levels
Fazal Development Network July 2010 - Present
Veestra January 2008 - May 2010
World Financial Group February 2006 - December 2007
Conexus FZ LLC 2001 - 2003
Microsoft pakistan 2000 - 2000
Skills
Social Networking, Customer Presentations, Inside Sales, WeB Designing Sales, Business Development, Business Planning, Business Strategy, Investments, Mutual Funds, Funding, Technical Recruiting, Lead Generation, Recruiting, Talent Acquisition, Competitive Analysis, CRM, Team Management, Executive Search, Vendor Management, Leadership, Market Research, Team Building, Sales, Forecasting, Strategic Financial..., Training
Education
Iqra University 2004 — 2007
Master In Business Administration, Major Finance
Iqra University 2005 — 2006
Master's degree, Accounting and Finance
City School 1995 — 1996
O levels
Gabriel Tsao Gabriel Tsao's World Financial Group Experience June 2010 - January 2011
Job Robot Simulator at Utica Enterprises
Industry Automotive
Experience
Utica Enterprises May 2011 - Present
The Paslin Company April 2011 - May 2012
World Financial Group June 2010 - January 2011
ORTV (Overseas Radio and Television), Da Zhi January 2010 - January 2011
Skills
Automotive, CAD, Machine Tools, Manufacturing, Program Management, Programming, Robot, Robotics, Welding, Simulations, Microsoft Office, Industrial Engineering
Education
Michigan State University 2006 — 2010
Bachelor, Telecommunication
troy high school
Utica Enterprises May 2011 - Present
The Paslin Company April 2011 - May 2012
World Financial Group June 2010 - January 2011
ORTV (Overseas Radio and Television), Da Zhi January 2010 - January 2011
Skills
Automotive, CAD, Machine Tools, Manufacturing, Program Management, Programming, Robot, Robotics, Welding, Simulations, Microsoft Office, Industrial Engineering
Education
Michigan State University 2006 — 2010
Bachelor, Telecommunication
troy high school
Mac-Huy Duong-Quang Mac-Huy Duong-Quang's World Financial Group Experience January 2003 - December 2005
Job Network Consultant at Edgegroup/USDA
Industry Information Technology and Services
Experience
The Engle Group/USDA May 2010 - Present
Verizon Business/SHI February 2008 - November 2009
U.S. Patent and Trademark Office/Akima August 2007 - February 2008
U.S. Merit Systems Protection Board January 2006 - March 2007
World Financial Group January 2003 - December 2005
Teleglobe June 2000 - June 2002
Global One (now Orange Business Services) January 1998 - June 2000
Sprint September 1993 - January 1998
MCI June 1989 - September 1993
Skills
Troubleshooting, Cisco Technologies, Active Directory, Firewalls, Networking, Switches, MPLS, Network Engineering, WAN
Education
George Mason University 1986 — 1989
Electrical Engineering
The Engle Group/USDA May 2010 - Present
Verizon Business/SHI February 2008 - November 2009
U.S. Patent and Trademark Office/Akima August 2007 - February 2008
U.S. Merit Systems Protection Board January 2006 - March 2007
World Financial Group January 2003 - December 2005
Teleglobe June 2000 - June 2002
Global One (now Orange Business Services) January 1998 - June 2000
Sprint September 1993 - January 1998
MCI June 1989 - September 1993
Skills
Troubleshooting, Cisco Technologies, Active Directory, Firewalls, Networking, Switches, MPLS, Network Engineering, WAN
Education
George Mason University 1986 — 1989
Electrical Engineering
Dave Angstadt Dave Angstadt's World Financial Group Experience December 2009 - February 2011
Job Bartender/Server at Aspen's Signature Steaks
Industry Restaurants
Experience
Aspen's Signature Steaks April 2012 - Present
Myteamband.com August 2009 - December 2012
World Financial Group December 2009 - February 2011
Skills
Sales Management, Sales, Entrepreneurship, Public Speaking, Recruiting, Employee Training, Strategic Financial..., Business Development, Business Planning, Relationship Marketing, Financial Literacy..., Food & Beverage, Bartending, Menu Development, Hospitality, Time Management, Food Service, Relationship Management, Fine Dining, Customer Service, Restaurant Management, Food, Restaurants
Education
Kennesaw State University - Michael J. Coles College of Business 2008 — 2012
Lewistown Senior High School 2000 — 2004
Aspen's Signature Steaks April 2012 - Present
Myteamband.com August 2009 - December 2012
World Financial Group December 2009 - February 2011
Skills
Sales Management, Sales, Entrepreneurship, Public Speaking, Recruiting, Employee Training, Strategic Financial..., Business Development, Business Planning, Relationship Marketing, Financial Literacy..., Food & Beverage, Bartending, Menu Development, Hospitality, Time Management, Food Service, Relationship Management, Fine Dining, Customer Service, Restaurant Management, Food, Restaurants
Education
Kennesaw State University - Michael J. Coles College of Business 2008 — 2012
Lewistown Senior High School 2000 — 2004
Dennis Thompkins Dennis Thompkins's World Financial Group Experience October 2007 - December 2008
Job Financial Adviser with Lane Street Financial Advisors
Industry Financial Services
Experience
Lane Street Financial Advisors September 2009 - Present
World Financial Group October 2007 - December 2008
General Casualty Ins 2002 - 2004
Hartford Insurance 1985 - 2001
Education
Lafayette College 1969 — 1973
Lane Street Financial Advisors September 2009 - Present
World Financial Group October 2007 - December 2008
General Casualty Ins 2002 - 2004
Hartford Insurance 1985 - 2001
Education
Lafayette College 1969 — 1973
Alfonso Macias Alfonso Macias's World Financial Group Experience August 2006 - January 2007
Job Research Associate at BINC
Industry Staffing and Recruiting
Experience
BINC September 2008 - Present
Yellow Communications January 2008 - March 2008
Primerica Financial Services February 2007 - December 2007
World Financial Group August 2006 - January 2007
American General Finance August 2004 - July 2006
Education
University of California, Los Angeles 2008 — 2011
BA, Criminology/Business Administration
Los Angeles Valley College 2007 — 2009
AA, Criminology/Business Administration
BINC September 2008 - Present
Yellow Communications January 2008 - March 2008
Primerica Financial Services February 2007 - December 2007
World Financial Group August 2006 - January 2007
American General Finance August 2004 - July 2006
Education
University of California, Los Angeles 2008 — 2011
BA, Criminology/Business Administration
Los Angeles Valley College 2007 — 2009
AA, Criminology/Business Administration
Andrew Schaad's World Financial Group Experience January 2010 - October 2010
Job Administration AVP at World Financial Group (WFG)
Industry Financial Services
Experience
World Financial Group (WFG) March 2012 - Present
World Financial Group (WFG) October 2010 - September 2012
World Financial Group January 2010 - October 2010
Investment Advisors International, Inc. February 2008 - January 2010
WFG Reinsurance Limited February 2007 - October 2008
Investment Advisors International January 2006 - February 2008
Beijing DaFu Insurance Company May 2005 - October 2006
World Financial Group February 2005 - June 2006
World Group Securities, Inc. June 2002 - February 2005
World Group Securities, Inc. August 1999 - June 2002
Skills
Investments, Strategic Financial..., Retirement Planning, Mutual Funds, Securities, Financial Services, Insurance, Asset Managment, Wealth Management, Portfolio Management, Financial Analysis, Series 7, Strategic Planning, Investment Advisory, 401k, Strategic Partnerships, Start-ups, Leadership, Small Business, Retirement, Financial Advisory, Executive Management, Financial Planning, Management, Finance, Marketing, Risk Management, Team Building, Strategy
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2008
MBA, Finance
University of Georgia - Terry College of Business 1992 — 1997
BBA, Finance
World Financial Group (WFG) March 2012 - Present
World Financial Group (WFG) October 2010 - September 2012
World Financial Group January 2010 - October 2010
Investment Advisors International, Inc. February 2008 - January 2010
WFG Reinsurance Limited February 2007 - October 2008
Investment Advisors International January 2006 - February 2008
Beijing DaFu Insurance Company May 2005 - October 2006
World Financial Group February 2005 - June 2006
World Group Securities, Inc. June 2002 - February 2005
World Group Securities, Inc. August 1999 - June 2002
Skills
Investments, Strategic Financial..., Retirement Planning, Mutual Funds, Securities, Financial Services, Insurance, Asset Managment, Wealth Management, Portfolio Management, Financial Analysis, Series 7, Strategic Planning, Investment Advisory, 401k, Strategic Partnerships, Start-ups, Leadership, Small Business, Retirement, Financial Advisory, Executive Management, Financial Planning, Management, Finance, Marketing, Risk Management, Team Building, Strategy
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2008
MBA, Finance
University of Georgia - Terry College of Business 1992 — 1997
BBA, Finance
Laurie Luo's World Financial Group Experience 2009 - Present
Job Financial Planner
Industry Financial Services
Experience
World Financial Group 2009 - Present
Infor Global Solutions (Formerly Workbrain) 2006 - 2009
Primus Telecommunications Inc. April 2005 - November 2006
Tarrant Appraisal District, Fort Worth, Texas 2000 - 2004
Education
Dallas Baptist University
MBA, Management Information Systems
York University
World Financial Group 2009 - Present
Infor Global Solutions (Formerly Workbrain) 2006 - 2009
Primus Telecommunications Inc. April 2005 - November 2006
Tarrant Appraisal District, Fort Worth, Texas 2000 - 2004
Education
Dallas Baptist University
MBA, Management Information Systems
York University
Bob Blaser's World Financial Group Experience April 1992 - Present
Job Registered Representative at World Financial Group
Industry Financial Services
Experience
World Financial Group April 1992 - Present
Local Agencies July 1982 - March 1992
Automated Typesetting, Inc. June 1962 - June 1982
Skills
Retirement Planning, Series 63, Series 7, Fixed Annuities, Insurance, Mutual Funds, Investments, Estate Planning, Retirement
Education
Madison Area Technical College
World Financial Group April 1992 - Present
Local Agencies July 1982 - March 1992
Automated Typesetting, Inc. June 1962 - June 1982
Skills
Retirement Planning, Series 63, Series 7, Fixed Annuities, Insurance, Mutual Funds, Investments, Estate Planning, Retirement
Education
Madison Area Technical College
Otis Henderson's World Financial Group Experience
Job Computer Programmer at World Financial Group
Industry Information Technology and Services
Experience
World Financial Group
Skills
Management, Team Building, Customer Service, Leadership, SDLC, Process Improvement, Project Management, Databases, SQL, Microsoft SQL Server, Requirements Analysis, Software Documentation, Visio, Team Leadership, Business Analysis, Strategic Planning, MySQL, Java, Insurance, Program Management, IT Management, Windows
Education
Luther Rice University 2005 — 2012
Master's Degree, Divinity/Ministry, 3.5 GPA
University of Alabama 1984 — 1989
World Financial Group
Skills
Management, Team Building, Customer Service, Leadership, SDLC, Process Improvement, Project Management, Databases, SQL, Microsoft SQL Server, Requirements Analysis, Software Documentation, Visio, Team Leadership, Business Analysis, Strategic Planning, MySQL, Java, Insurance, Program Management, IT Management, Windows
Education
Luther Rice University 2005 — 2012
Master's Degree, Divinity/Ministry, 3.5 GPA
University of Alabama 1984 — 1989
Cary McConnaughey's World Financial Group Experience
Job Sr. Supervisor at World Financial Group
Industry Banking
Experience
World Financial Group
Skills
Customer Service, Risk Management
Education
Franklin University 1990 — 2006
World Financial Group
Skills
Customer Service, Risk Management
Education
Franklin University 1990 — 2006
Mark Salacup's World Financial Group Experience July 2007 - January 2010
Job Store Manager Donna Karan Company
Industry Retail
Experience
The Donna Karan Company, LLC. December 2014 - Present
ANN INC. October 2012 - October 2014
Club Monaco June 2010 - July 2012
World Financial Group July 2007 - January 2010
FURLA June 2009 - 2010
Donna Karan New York January 2009 - June 2009
Theory June 2008 - January 2009
BCBG Max Azria Collection on Rodeo Drive September 2007 - June 2008
Aldo Group April 2007 - October 2007
Donna Karan New York May 2003 - April 2007
Skills
Visual Merchandising, Styling, Window Displays, Trend Analysis, Store Management, Loss Prevention, Store Operations, Retail Sales, Luxury Goods, Microsoft Word, Microsoft Excel, Leadership, Customer Service, Inventory Management, Clienteling, Product Knowledge, Multi-channel Retail, Sales, Inventory Control, POS, Merchandise Planning, Mannequin Styling, Handbags, Shoes, People Development, Event Planning
Education
Fashion Institute of Design & Merchandising
Associate of Arts (AA), Fashion/Apparel Design
The Donna Karan Company, LLC. December 2014 - Present
ANN INC. October 2012 - October 2014
Club Monaco June 2010 - July 2012
World Financial Group July 2007 - January 2010
FURLA June 2009 - 2010
Donna Karan New York January 2009 - June 2009
Theory June 2008 - January 2009
BCBG Max Azria Collection on Rodeo Drive September 2007 - June 2008
Aldo Group April 2007 - October 2007
Donna Karan New York May 2003 - April 2007
Skills
Visual Merchandising, Styling, Window Displays, Trend Analysis, Store Management, Loss Prevention, Store Operations, Retail Sales, Luxury Goods, Microsoft Word, Microsoft Excel, Leadership, Customer Service, Inventory Management, Clienteling, Product Knowledge, Multi-channel Retail, Sales, Inventory Control, POS, Merchandise Planning, Mannequin Styling, Handbags, Shoes, People Development, Event Planning
Education
Fashion Institute of Design & Merchandising
Associate of Arts (AA), Fashion/Apparel Design
Loleta Dixon's World Financial Group Experience July 2007 - July 2009
Job Configuration Manager at CSC
Industry Financial Services
Experience
CSC August 2005 - Present
World Financial Group July 2007 - July 2009
United Negro College Fund August 2000 - October 2004
NAMI August 1996 - August 2004
Education
University of Phoenix 2003 — 2010
MBA/TM, Business Administration & Technology Management
Hampton University 1987 — 1994
BS, Computer Information Systems
CSC August 2005 - Present
World Financial Group July 2007 - July 2009
United Negro College Fund August 2000 - October 2004
NAMI August 1996 - August 2004
Education
University of Phoenix 2003 — 2010
MBA/TM, Business Administration & Technology Management
Hampton University 1987 — 1994
BS, Computer Information Systems
Kerry (Kirkpatrick) Lucero's World Financial Group Experience August 2003 - April 2007
Job Accounting Professional
Industry Accounting
Experience
Babies R Us November 2011 - Present
36K, LLC July 2009 - September 2013
Knowledge Stream February 2007 - September 2009
World Financial Group August 2003 - April 2007
The Hotsy Corp. 1996 - 2001
Skills
Accounts Receivable, Process Improvement, Team Leadership, Microsoft Excel, Access, Customer Service, Strategic Planning, Microsoft Word, Management, Leadership, Business Analysis, Microsoft Office, Team Building
Education
Metropolitan State University of Denver 2015 — 2018
Master’s Degree, Accounting, 4.0
Western State Colorado University 1986 — 1990
B.A., Business Administration - Small Business, 3.4
Babies R Us November 2011 - Present
36K, LLC July 2009 - September 2013
Knowledge Stream February 2007 - September 2009
World Financial Group August 2003 - April 2007
The Hotsy Corp. 1996 - 2001
Skills
Accounts Receivable, Process Improvement, Team Leadership, Microsoft Excel, Access, Customer Service, Strategic Planning, Microsoft Word, Management, Leadership, Business Analysis, Microsoft Office, Team Building
Education
Metropolitan State University of Denver 2015 — 2018
Master’s Degree, Accounting, 4.0
Western State Colorado University 1986 — 1990
B.A., Business Administration - Small Business, 3.4
Charisse Evans's World Financial Group Experience 2007 - Present
Job Business Partner, WFG
Industry Financial Services
Experience
World Financial Group 2007 - Present
Education
Mt. San Antonio College
World Financial Group 2007 - Present
Education
Mt. San Antonio College
Do, Kim's World Financial Group Experience July 2007 - March 2008
Job Bookkeeper Plus at Tom Bihn Inc
Industry Financial Services
Experience
Tom Bihn Inc September 2014 - Present
Verizon Wireless November 2011 - June 2012
Union Bank October 2008 - October 2011
World Financial Group July 2007 - March 2008
Banner Bank April 2005 - June 2007
Union Bank of California (Private Banking) now Union Bank March 2002 - April 2005
Union Bank of California January 2000 - March 2002
Skills
Team Leadership, Call Centers, Financial Analysis, Microsoft Office, Customer Service, Strategic Partnerships, Process Improvement, Call Center, Customer Retention, Microsoft Excel, Sales, Forecasting, Business Analysis, Team Building, Banking, Leadership, Management, Customer Satisfaction, Training, Strategic Planning, Accounting, Budgets, Marketing, Finance
Education
Strayer University (VA) 2012 — 2014
Master of Business Administration (MBA), Finance & Project Management
University of Washington 2013 — 2013
Certificate of Financial Accounting
DeVry University 2009 — 2011
Bachelor of Science and Technical Management, Finance
Tom Bihn Inc September 2014 - Present
Verizon Wireless November 2011 - June 2012
Union Bank October 2008 - October 2011
World Financial Group July 2007 - March 2008
Banner Bank April 2005 - June 2007
Union Bank of California (Private Banking) now Union Bank March 2002 - April 2005
Union Bank of California January 2000 - March 2002
Skills
Team Leadership, Call Centers, Financial Analysis, Microsoft Office, Customer Service, Strategic Partnerships, Process Improvement, Call Center, Customer Retention, Microsoft Excel, Sales, Forecasting, Business Analysis, Team Building, Banking, Leadership, Management, Customer Satisfaction, Training, Strategic Planning, Accounting, Budgets, Marketing, Finance
Education
Strayer University (VA) 2012 — 2014
Master of Business Administration (MBA), Finance & Project Management
University of Washington 2013 — 2013
Certificate of Financial Accounting
DeVry University 2009 — 2011
Bachelor of Science and Technical Management, Finance
Naval Gupta's World Financial Group Experience 2005 - 2007
Job President at Navkam's Financial Group Corp.
Industry Financial Services
Experience
Navkam's Financial Group Corp. October 2013 - Present
navkam's 1992 - Present
Navkam's Financial Group January 2000 - September 2013
Days Inn Hotel & Suites 2008 - 2013
World Financial group 2005 - 2007
world financial group 2005 - 2006
world financial group 2005 - 2006
Plascoat Systems Ltd 2002 - 2003
Skills
Accounting, Auditing, Banking, Business Analysis, Budgets, Business Development, Business Planning, Business Process..., Business Strategy, Change Management, Coaching, Corporate Finance, Customer Service, Finance, Financial Accounting, Financial Analysis, Financial Modeling, Financial Planning, Financial Reporting, Fundraising, Insurance, Inventory Management, Investments, Management, Management Consulting, Market Research, Marketing Strategy, Microsoft Excel, Microsoft Office, Microsoft Word, Mortgage Lending, Negotiation, New Business Development, Operations Management, Process Improvement, Project Management, Project Planning, Real Estate, Risk Management, SDLC, Sales, Sales Management, Strategic Financial..., Strategic Planning, Tax, Team Leadership, Team Building, Time Management, Training
Education
Humber College
Sheridan College
Navkam's Financial Group Corp. October 2013 - Present
navkam's 1992 - Present
Navkam's Financial Group January 2000 - September 2013
Days Inn Hotel & Suites 2008 - 2013
World Financial group 2005 - 2007
world financial group 2005 - 2006
world financial group 2005 - 2006
Plascoat Systems Ltd 2002 - 2003
Skills
Accounting, Auditing, Banking, Business Analysis, Budgets, Business Development, Business Planning, Business Process..., Business Strategy, Change Management, Coaching, Corporate Finance, Customer Service, Finance, Financial Accounting, Financial Analysis, Financial Modeling, Financial Planning, Financial Reporting, Fundraising, Insurance, Inventory Management, Investments, Management, Management Consulting, Market Research, Marketing Strategy, Microsoft Excel, Microsoft Office, Microsoft Word, Mortgage Lending, Negotiation, New Business Development, Operations Management, Process Improvement, Project Management, Project Planning, Real Estate, Risk Management, SDLC, Sales, Sales Management, Strategic Financial..., Strategic Planning, Tax, Team Leadership, Team Building, Time Management, Training
Education
Humber College
Sheridan College
Michael Bugg's World Financial Group Experience June 2003 - February 2004
Job Client Advocate at Patientco
Industry Medical Practice
Experience
Patientco May 2015 - Present
Hi-Tech Healthcare September 2008 - May 2015
The Medical Management Institute (MMI) January 2005 - November 2006
Hi-Tech Healthcare January 2004 - December 2004
World Financial Group June 2003 - February 2004
Nextel Communication October 2000 - March 2003
Skills
Accounts Receivable, Microsoft Excel, Customer Service, Team Building, Microsoft Office, Public Speaking, Microsoft Word, Strategic Planning, Leadership, Process Improvement, Budgets, PowerPoint, Medicare, Sales, Management, Healthcare
Education
Georgia Perimeter College 1994 — 1997
English Language and Literature, General
Patientco May 2015 - Present
Hi-Tech Healthcare September 2008 - May 2015
The Medical Management Institute (MMI) January 2005 - November 2006
Hi-Tech Healthcare January 2004 - December 2004
World Financial Group June 2003 - February 2004
Nextel Communication October 2000 - March 2003
Skills
Accounts Receivable, Microsoft Excel, Customer Service, Team Building, Microsoft Office, Public Speaking, Microsoft Word, Strategic Planning, Leadership, Process Improvement, Budgets, PowerPoint, Medicare, Sales, Management, Healthcare
Education
Georgia Perimeter College 1994 — 1997
English Language and Literature, General
Cesar Gabriel's World Financial Group Experience 2004 - 2006
Job Agency Process Manager
Industry Information Technology and Services
Experience
Allstate Financial November 2007 - April 2009
COMSYS November 2006 - September 2007
World Financial Group 2004 - 2006
COMSYS 2000 - 2004
The Wimbley Group 1999 - 2000
TEKsystems 1999 - 1999
Skills
TQM, Six Sigma, ITIL, Process Improvement, Project Management, MS Project, Business Strategy, Vendor Management, System Administration, Active Directory, Servers
Education
DeVry University 2009 — 2012
BS Technical Management, concentration in Project Management
DeVry University 1990 — 1992
Associate of Applied Sciences, Electronics
Illinois Institute of Technology
UNIX/C/C++ Programming
Allstate Financial November 2007 - April 2009
COMSYS November 2006 - September 2007
World Financial Group 2004 - 2006
COMSYS 2000 - 2004
The Wimbley Group 1999 - 2000
TEKsystems 1999 - 1999
Skills
TQM, Six Sigma, ITIL, Process Improvement, Project Management, MS Project, Business Strategy, Vendor Management, System Administration, Active Directory, Servers
Education
DeVry University 2009 — 2012
BS Technical Management, concentration in Project Management
DeVry University 1990 — 1992
Associate of Applied Sciences, Electronics
Illinois Institute of Technology
UNIX/C/C++ Programming
Harry Boyer's World Financial Group Experience July 2008 - January 2012
Job Senior Associate at Transamerica Financial Advisors, Inc.
Industry Management Consulting
Experience
Transamerica Financial Advisors, Inc. January 2012 - Present
World Financial Group July 2008 - January 2012
Xplore Technologies 2002 - 2005
Tandem Computers 1996 - 1998
Skills
Forecasting, Procurement, Operations Management, Program Management, Budgeting
Education
St. Edward's University 2004 — 2007
Certified Financial Planner Certificate, Personal Financial Planning
University of California, Berkeley 1976 — 1978
MBA, Finance
Kansas State University 1964 — 1968
BS, Chemistry
Transamerica Financial Advisors, Inc. January 2012 - Present
World Financial Group July 2008 - January 2012
Xplore Technologies 2002 - 2005
Tandem Computers 1996 - 1998
Skills
Forecasting, Procurement, Operations Management, Program Management, Budgeting
Education
St. Edward's University 2004 — 2007
Certified Financial Planner Certificate, Personal Financial Planning
University of California, Berkeley 1976 — 1978
MBA, Finance
Kansas State University 1964 — 1968
BS, Chemistry
Willie Toombs, Jr's World Financial Group Experience November 2003 - Present
Job Associate at World Financial Group
Industry Financial Services
Experience
World Financial Group November 2003 - Present
Wingspan Portfolio Advisors May 2011 - September 2011
Bank of America August 2010 - February 2011
Perry Ellis International November 2008 - April 2010
Stonebridge Life Insurance August 2007 - November 2009
United American Insurance February 2007 - August 2007
Texas True Choice April 2006 - November 2006
Skills
General life insurance, General Health Insurance, Budgeting, Management, Supervisory Skills, Customer Service, Customer Presentations, Client Education, Client Development, Time Management, Organizational, Mortgage Servicing, Residential Mortgages, Loan Modifications, Leadership Development, Strategy, Insurance, Budgets
Education
Dallas County Community College 2010 — 2012
AA, Science
Little Rock Central High
The University of Memphis
World Financial Group November 2003 - Present
Wingspan Portfolio Advisors May 2011 - September 2011
Bank of America August 2010 - February 2011
Perry Ellis International November 2008 - April 2010
Stonebridge Life Insurance August 2007 - November 2009
United American Insurance February 2007 - August 2007
Texas True Choice April 2006 - November 2006
Skills
General life insurance, General Health Insurance, Budgeting, Management, Supervisory Skills, Customer Service, Customer Presentations, Client Education, Client Development, Time Management, Organizational, Mortgage Servicing, Residential Mortgages, Loan Modifications, Leadership Development, Strategy, Insurance, Budgets
Education
Dallas County Community College 2010 — 2012
AA, Science
Little Rock Central High
The University of Memphis
Wil Smolenski's World Financial Group Experience March 2009 - September 2009
Job Assistant Preconstruction Manager
Industry Construction
Experience
Evergreen Construction April 2014 - Present
Piedmont Driving Club May 2011 - April 2014
Piedmont Driving Club March 2010 - November 2010
Barnes & Noble September 2009 - August 2010
The Professional Mortgage Network, Inc June 2009 - September 2009
World Financial Group March 2009 - September 2009
Watson Investment Properties December 2008 - January 2009
Sizemore Group June 2008 - November 2008
Ashe Broussard & Weinzettle May 2007 - August 2007
Alliance Design Group May 2005 - August 2005
Skills
AutoCAD, Photoshop, Revit, SketchUp, PowerPoint, Photography, Microsoft Office, Sketching, Microsoft Excel, Drawing, Adobe Creative Suite, InDesign, Microsoft Word, Illustrator, LEED AP, Windows, OS X, Customer Service, Sales, Time Management, Marketing, Social Media, Leadership, Teamwork, Graphic Design
Education
Georgia Institute of Technology 2004 — 2008
BS ARCH, Architecture and European Design History
Holy Savior Menard High School 1999 — 2004
Graduated as Valedictorian, Advanced Placement and Honors Curriculum
Evergreen Construction April 2014 - Present
Piedmont Driving Club May 2011 - April 2014
Piedmont Driving Club March 2010 - November 2010
Barnes & Noble September 2009 - August 2010
The Professional Mortgage Network, Inc June 2009 - September 2009
World Financial Group March 2009 - September 2009
Watson Investment Properties December 2008 - January 2009
Sizemore Group June 2008 - November 2008
Ashe Broussard & Weinzettle May 2007 - August 2007
Alliance Design Group May 2005 - August 2005
Skills
AutoCAD, Photoshop, Revit, SketchUp, PowerPoint, Photography, Microsoft Office, Sketching, Microsoft Excel, Drawing, Adobe Creative Suite, InDesign, Microsoft Word, Illustrator, LEED AP, Windows, OS X, Customer Service, Sales, Time Management, Marketing, Social Media, Leadership, Teamwork, Graphic Design
Education
Georgia Institute of Technology 2004 — 2008
BS ARCH, Architecture and European Design History
Holy Savior Menard High School 1999 — 2004
Graduated as Valedictorian, Advanced Placement and Honors Curriculum
Mike DiGregorio's World Financial Group Experience January 2007 - September 2009
Job Senior Estimator
Industry Civil Engineering
Experience
HDR May 2011 - Present
World Financial Group January 2007 - September 2009
Hunsaker & Associates January 2005 - May 2008
Psomas May 1998 - May 2003
Education
Loyola Marymount University, College of Business Administration 2000 — 2002
MBA, Finance
University of Utah 1990 — 1998
BS, Civil Engineering
HDR May 2011 - Present
World Financial Group January 2007 - September 2009
Hunsaker & Associates January 2005 - May 2008
Psomas May 1998 - May 2003
Education
Loyola Marymount University, College of Business Administration 2000 — 2002
MBA, Finance
University of Utah 1990 — 1998
BS, Civil Engineering
David Spata's World Financial Group Experience January 2004 - May 2005
Job VP at The Fun Ones
Industry Entertainment
Experience
The Fun Ones August 2003 - Present
World Financial Group January 2004 - May 2005
SilverStream Software April 2001 - February 2003
Power2000 1993 - 2001
Perkin Elmer Instruments 1988 - 1989
Perkin Elmer Instruments 1988 - 1989
Skills
SaaS, Enterprise Software, Start-ups, Event Management, Trade Shows, Product Marketing, Cloud Computing, Entertainment, Corporate Events, Marketing, Business Development, Strategic Planning, New Business Development
Education
Elmhurst College 1985 — 1989
BS of Computer Science, Computer Science, Mathmatics
Elmhurst College 1985 — 1989
Bachelor's degree of Computer Science, Computer Science and Business
The Fun Ones August 2003 - Present
World Financial Group January 2004 - May 2005
SilverStream Software April 2001 - February 2003
Power2000 1993 - 2001
Perkin Elmer Instruments 1988 - 1989
Perkin Elmer Instruments 1988 - 1989
Skills
SaaS, Enterprise Software, Start-ups, Event Management, Trade Shows, Product Marketing, Cloud Computing, Entertainment, Corporate Events, Marketing, Business Development, Strategic Planning, New Business Development
Education
Elmhurst College 1985 — 1989
BS of Computer Science, Computer Science, Mathmatics
Elmhurst College 1985 — 1989
Bachelor's degree of Computer Science, Computer Science and Business
Pavan Magon's World Financial Group Experience March 2008 - Present
Job Quebec Division at The Substance Entertainment Group
Industry Financial Services
Experience
World Financial Group March 2008 - Present
The Substance Entertainment Group January 2007 - Present
Century 21 June 2006 - September 2008
Skills
Social Media Marketing, Marketing Strategy, Social Media, Entertainment, Social Networking, Event Management, Marketing Communications, Strategy, Entrepreneurship, Online Marketing, Event Planning, Marketing, Digital Media, Business Development, Public Relations, Integrated Marketing
Education
Concordia University 2000 — 2003
Commerce, MIS
Concordia University
Bachelor of Commerce, MIS
World Financial Group March 2008 - Present
The Substance Entertainment Group January 2007 - Present
Century 21 June 2006 - September 2008
Skills
Social Media Marketing, Marketing Strategy, Social Media, Entertainment, Social Networking, Event Management, Marketing Communications, Strategy, Entrepreneurship, Online Marketing, Event Planning, Marketing, Digital Media, Business Development, Public Relations, Integrated Marketing
Education
Concordia University 2000 — 2003
Commerce, MIS
Concordia University
Bachelor of Commerce, MIS
Seraj Najmi's World Financial Group Experience June 2005 - September 2005
Job Asst Manager at State Farm Mutual
Industry Banking
Experience
State Farm Mutual January 2011 - Present
Countrywide Financial July 2007 - December 2011
Countrywide Financial July 2007 - April 2009
Wells Fargo September 2005 - September 2006
Wells Fargo September 2005 - September 2006
World Financial Group June 2005 - September 2005
KeyPoint Credit Union January 2000 - January 2005
Bayshore Union May 1994 - July 2000
The Family Pizza September 1993 - January 1997
Skills
Cash Management, Credit, Loans, Banking, Financial Analysis, Financial Planning, Insurance, Investments, Portfolio Management, Asset Management, Customer Service, Small Business, Customer Relations, Economics, Microsoft Office, Customer Satisfaction, Financial Services, Retail Banking, Leadership, Commercial Lending, Training, Relationship Management, Credit Analysis, Consumer Lending, Mortgage Lending, Small Business Lending, Credit Risk, Loan Origination, Commercial Banking
Education
Foothill College 2003 — 2004
Associate of Arts, Banking and Financial Support Services
KeyPoint Institute 2002 — 2002
AA Degree, Banking Operation
Foothill College 1992 — 1995
Accounting
Foothill College
Economics, Accounting
State Farm Mutual January 2011 - Present
Countrywide Financial July 2007 - December 2011
Countrywide Financial July 2007 - April 2009
Wells Fargo September 2005 - September 2006
Wells Fargo September 2005 - September 2006
World Financial Group June 2005 - September 2005
KeyPoint Credit Union January 2000 - January 2005
Bayshore Union May 1994 - July 2000
The Family Pizza September 1993 - January 1997
Skills
Cash Management, Credit, Loans, Banking, Financial Analysis, Financial Planning, Insurance, Investments, Portfolio Management, Asset Management, Customer Service, Small Business, Customer Relations, Economics, Microsoft Office, Customer Satisfaction, Financial Services, Retail Banking, Leadership, Commercial Lending, Training, Relationship Management, Credit Analysis, Consumer Lending, Mortgage Lending, Small Business Lending, Credit Risk, Loan Origination, Commercial Banking
Education
Foothill College 2003 — 2004
Associate of Arts, Banking and Financial Support Services
KeyPoint Institute 2002 — 2002
AA Degree, Banking Operation
Foothill College 1992 — 1995
Accounting
Foothill College
Economics, Accounting
Marvin Bailey's World Financial Group Experience July 2011 - Present
Job Consultant at Heartland Institute of Financial Education
Industry Financial Services
Experience
World Financial Group July 2011 - Present
Heartland Institute of Financial Education November 2011 - Present
Sheltering Arms Senior Services February 1996 - January 2011
Skills
Nonprofits, Volunteer Management, Community Outreach, Program Development, Fundraising, Social Services, Case Management, Event Planning, Public Speaking, Staff Development, Program Management, Team Building, Grant Writing, Leadership, Strategic Planning, Healthcare, Budgets, Public Relations, Customer Service, Event Management
Education
Montclair State University 1973 — 1975
MA, Counseling
St Augustine College 1969 — 1975
Bachelor of Arts (B.A.), Social Work and Education, Double Major
Huntington High
World Financial Group July 2011 - Present
Heartland Institute of Financial Education November 2011 - Present
Sheltering Arms Senior Services February 1996 - January 2011
Skills
Nonprofits, Volunteer Management, Community Outreach, Program Development, Fundraising, Social Services, Case Management, Event Planning, Public Speaking, Staff Development, Program Management, Team Building, Grant Writing, Leadership, Strategic Planning, Healthcare, Budgets, Public Relations, Customer Service, Event Management
Education
Montclair State University 1973 — 1975
MA, Counseling
St Augustine College 1969 — 1975
Bachelor of Arts (B.A.), Social Work and Education, Double Major
Huntington High
Faye R Perdue's World Financial Group Experience August 2014 - Present
Job Director with Legal Shield
Industry Legal Services
Experience
World Financial Group August 2014 - Present
Legal Shield September 2005 - Present
Legal Shield September 2005 - Present
Education
Fisk University 1969 — 1973
BA, Theatre and Speech
World Financial Group August 2014 - Present
Legal Shield September 2005 - Present
Legal Shield September 2005 - Present
Education
Fisk University 1969 — 1973
BA, Theatre and Speech
Robert McDaniel Jr's World Financial Group Experience November 2013 - Present
Job World Financial Group/Transamerica
Industry Financial Services
Experience
World Financial Group November 2013 - Present
U.S. Navy Reserve August 1989 - Present
Northrop Grumman Corporation September 2008 - April 2012
Skills
Customer Relations, Retirement Planning, Estate Planning, Life Insurance, Warehousing, Protection, Navy, Logistics, Training, Finance, Fixed Annuities, Wealth, Retirement, Team Building, Military, Security Clearance, Military Experience, Inventory Control, Quality Assurance, Process Improvement, Forklift Operator, Asset, Military Logistics, Command, Leadership, Supervisory Skills, Strategic Leadership, Continuous Improvement
Education
ITT Technical Institute-Rancho Cordova 1997 — 1998
Bachelor of Science (BS), Electronics Engineering Technology
World Financial Group November 2013 - Present
U.S. Navy Reserve August 1989 - Present
Northrop Grumman Corporation September 2008 - April 2012
Skills
Customer Relations, Retirement Planning, Estate Planning, Life Insurance, Warehousing, Protection, Navy, Logistics, Training, Finance, Fixed Annuities, Wealth, Retirement, Team Building, Military, Security Clearance, Military Experience, Inventory Control, Quality Assurance, Process Improvement, Forklift Operator, Asset, Military Logistics, Command, Leadership, Supervisory Skills, Strategic Leadership, Continuous Improvement
Education
ITT Technical Institute-Rancho Cordova 1997 — 1998
Bachelor of Science (BS), Electronics Engineering Technology
Kai Ling Xue's World Financial Group Experience November 2008 - Present
Job Independent Artist at Art Machine Studio
Industry Financial Services
Experience
World Financial Group November 2008 - Present
Art Machine Studio 2000 - Present
Project 8 - Super 8 Film Festival and Workshop 2004 - 2008
CCCR project 2006 - 2006
project 8 2006 - 2006
Skills
Derivatives, Capital Markets, Fixed Income, Financial Analysis, Risk Management, Equities, Investments, Hedge Funds, Fundraising, Asset Management, Nonprofits, Strategic Planning, Business Strategy, Banking, Investment Banking, Public Speaking
Education
The University of British Columbia / UBC 2012 — 2013
Bachelor of Education (B.Ed.), Secondary Education and Teaching
Emily Carr University of Art and Design 2001 — 2007
BMA,BFA, Media Arts, Photography
World Financial Group November 2008 - Present
Art Machine Studio 2000 - Present
Project 8 - Super 8 Film Festival and Workshop 2004 - 2008
CCCR project 2006 - 2006
project 8 2006 - 2006
Skills
Derivatives, Capital Markets, Fixed Income, Financial Analysis, Risk Management, Equities, Investments, Hedge Funds, Fundraising, Asset Management, Nonprofits, Strategic Planning, Business Strategy, Banking, Investment Banking, Public Speaking
Education
The University of British Columbia / UBC 2012 — 2013
Bachelor of Education (B.Ed.), Secondary Education and Teaching
Emily Carr University of Art and Design 2001 — 2007
BMA,BFA, Media Arts, Photography
Angie McCart's World Financial Group Experience 1994 - 2001
Job Branch Manager at Transamerica Financial Group, a Division of Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Group, a Division of Transamerica Financial Advisors, Inc. 2012 - Present
World Financial Group (WFG) 2001 - Present
Tom Mathews/Heart Media, LLC May 1997 - Present
World Group Securities 1994 - January 2012
World Group Securities, Inc (WGS) 1994 - January 2012
World Financial Group 1994 - 2001
Education
Dekalb Community College 1989 — 1991
Associate’s Degree, Business Administration
Transamerica Financial Group, a Division of Transamerica Financial Advisors, Inc. 2012 - Present
World Financial Group (WFG) 2001 - Present
Tom Mathews/Heart Media, LLC May 1997 - Present
World Group Securities 1994 - January 2012
World Group Securities, Inc (WGS) 1994 - January 2012
World Financial Group 1994 - 2001
Education
Dekalb Community College 1989 — 1991
Associate’s Degree, Business Administration
Mr. Debo Adeyemi's World Financial Group Experience March 2009 - Present
Job Marketing Director at World Financial Group (WFG)
Industry Financial Services
Experience
World Financial Group March 2009 - Present
World Financial Group (WFG) October 2008 - Present
Skills
Retirement Planning, Retirement, Investments, Fixed Annuities, Wealth Management, Estate Planning, Investment Advisory, Mutual Funds, Financial Services, Strategic Financial..., Strategic Planning, Marketing, Leadership, Wealth, Insurance, Wealth Accumulation, Financial Advisory, Customer Service, Management, Finance, Financial Planning
Education
Lagos State University 1995 — 1996
Masters Public Administration, Human Resources
University of Lagos 1976 — 1979
B.A Hons, English
World Financial Group March 2009 - Present
World Financial Group (WFG) October 2008 - Present
Skills
Retirement Planning, Retirement, Investments, Fixed Annuities, Wealth Management, Estate Planning, Investment Advisory, Mutual Funds, Financial Services, Strategic Financial..., Strategic Planning, Marketing, Leadership, Wealth, Insurance, Wealth Accumulation, Financial Advisory, Customer Service, Management, Finance, Financial Planning
Education
Lagos State University 1995 — 1996
Masters Public Administration, Human Resources
University of Lagos 1976 — 1979
B.A Hons, English
Jonathan Kraut's World Financial Group Experience June 2012 - Present
Job Senior Associate with World Financial Group
Industry Financial Services
Experience
World Financial Group June 2012 - Present
Expedient Legal August 2010 - Present
Express Judgment Recovery September 2012 - Present
Del Norte Investment July 2011 - July 2013
Hedding Law Group December 2009 - August 2010
Leonard Weissbach, Accounting February 2007 - December 2009
Pat Auto Sales January 2005 - November 2009
Professional Services December 2005 - August 2006
Countrywide April 2004 - December 2005
Skills
Insurance, Entrepreneurship, Bankruptcy, Management, Marketing, Real Estate, Small Business, Advertising, Legal Writing, Business Development, Strategic Planning, Courts, Investments, Finance, Loans, Legal Assistance, Credit, Time Management, Customer Satisfaction, Real Estate Transactions, Contract Negotiation, Commercial Real Estate, Licensing, Leadership, Strategic Financial..., Retirement Planning, Financial Advisory, Fixed Annuities, Coaching, Sales, Team Building, Debt Elimination, Estate Planning, Business Planning, 401k Rollovers, IRAs, Life Insurance, Financial Analysis, Personal Finance, Business Expansion, Pensions, Annuities, Disability Insurance, Long Term Care, Wealth Management, Business Consulting, Negotiation, Due Diligence
Education
University of La Verne College of Law 2006 — 2009
Juris Doctor (J.D.), Law
Keller Graduate School of Management of DeVry University 2005 — 2006
Master of Public Administration (MPA), Public Administration
DeVry University 2003 — 2005
Bachelor's Degree, Technical Management
Los Angeles Valley College 2001 — 2003
Yeshiva University 1999 — 2001
Management
World Financial Group June 2012 - Present
Expedient Legal August 2010 - Present
Express Judgment Recovery September 2012 - Present
Del Norte Investment July 2011 - July 2013
Hedding Law Group December 2009 - August 2010
Leonard Weissbach, Accounting February 2007 - December 2009
Pat Auto Sales January 2005 - November 2009
Professional Services December 2005 - August 2006
Countrywide April 2004 - December 2005
Skills
Insurance, Entrepreneurship, Bankruptcy, Management, Marketing, Real Estate, Small Business, Advertising, Legal Writing, Business Development, Strategic Planning, Courts, Investments, Finance, Loans, Legal Assistance, Credit, Time Management, Customer Satisfaction, Real Estate Transactions, Contract Negotiation, Commercial Real Estate, Licensing, Leadership, Strategic Financial..., Retirement Planning, Financial Advisory, Fixed Annuities, Coaching, Sales, Team Building, Debt Elimination, Estate Planning, Business Planning, 401k Rollovers, IRAs, Life Insurance, Financial Analysis, Personal Finance, Business Expansion, Pensions, Annuities, Disability Insurance, Long Term Care, Wealth Management, Business Consulting, Negotiation, Due Diligence
Education
University of La Verne College of Law 2006 — 2009
Juris Doctor (J.D.), Law
Keller Graduate School of Management of DeVry University 2005 — 2006
Master of Public Administration (MPA), Public Administration
DeVry University 2003 — 2005
Bachelor's Degree, Technical Management
Los Angeles Valley College 2001 — 2003
Yeshiva University 1999 — 2001
Management
Jose A. Munguia II's World Financial Group Experience October 2013 - October 2014
Job Financial Planning Specialist/Senior Field Associate
Industry Insurance
Experience
Premier Financial Alliance March 2015 - Present
Courtyard by Marriott/Pacific Hotel Management LLC December 2014 - April 2015
World Financial Group October 2013 - October 2014
The Opal Hotel/Van Ness Hotel LLC June 2014 - September 2014
Motel 6/G-6 Hospitality/Blackstone Hotel Group May 2010 - August 2013
Shilo Hilltop Suites and Hotel January 2007 - May 2010
R.M.S. Queen Mary Hotel July 2006 - January 2008
Skills
Hospitality, Hotel Management, Hospitality Industry, Front Office, Supervisory Skills, Accounts Payable, English, Hospitality Management, Coaching, Excel, Microsoft Office, Customer Service, Hotels, Budgeting, Marketing Strategy, Word, PowerPoint, Public Relations, Team Management, Revenue Management, Customer Relations, Inventory Management, Guest Satisfaction, Team Building, Guest Service, Forecasting, Scheduling, Outlook, OnQ, Revenue Analysis, Microsoft Excel, Microsoft Word, Budgets, Yield Management, Process Scheduler, Customer Satisfaction, Rooms Division
Education
Liberty University 2015 — 2016
Master’s Degree, Christian Ministry/Pastoral Counseling, 4.0
University of Phoenix 2013 — 2015
Master of Business Administration (MBA), Hotel/Motel Administration/Management, 3.68
University of Phoenix 2007 — 2012
BSB/HM/HRM, Hospitality Management/ Business Management/Human Resources Management, 3.56
Premier Financial Alliance March 2015 - Present
Courtyard by Marriott/Pacific Hotel Management LLC December 2014 - April 2015
World Financial Group October 2013 - October 2014
The Opal Hotel/Van Ness Hotel LLC June 2014 - September 2014
Motel 6/G-6 Hospitality/Blackstone Hotel Group May 2010 - August 2013
Shilo Hilltop Suites and Hotel January 2007 - May 2010
R.M.S. Queen Mary Hotel July 2006 - January 2008
Skills
Hospitality, Hotel Management, Hospitality Industry, Front Office, Supervisory Skills, Accounts Payable, English, Hospitality Management, Coaching, Excel, Microsoft Office, Customer Service, Hotels, Budgeting, Marketing Strategy, Word, PowerPoint, Public Relations, Team Management, Revenue Management, Customer Relations, Inventory Management, Guest Satisfaction, Team Building, Guest Service, Forecasting, Scheduling, Outlook, OnQ, Revenue Analysis, Microsoft Excel, Microsoft Word, Budgets, Yield Management, Process Scheduler, Customer Satisfaction, Rooms Division
Education
Liberty University 2015 — 2016
Master’s Degree, Christian Ministry/Pastoral Counseling, 4.0
University of Phoenix 2013 — 2015
Master of Business Administration (MBA), Hotel/Motel Administration/Management, 3.68
University of Phoenix 2007 — 2012
BSB/HM/HRM, Hospitality Management/ Business Management/Human Resources Management, 3.56
Michael Rawson's World Financial Group Experience September 2013 - Present
Job Senior Associate at World Financial Group
Industry Education Management
Experience
World Financial Group September 2013 - Present
Notre Dame Academy August 1996 - June 2013
Notre Dame Academy, Los Angeles July 1995 - June 2013
Skills
Public Speaking, Resource Development, Capital & Expense..., Coaching, Athletic Administration, Higher Education, Curriculum Development, Teaching, Fundraising, Non-profits, Operations & Program..., Budgeting & Cash..., Investment Management, Public & Medial..., Program Coordination &..., Corporate Sponsorships, Many Software..., Marketing, Promotion &..., Performance Improvement, Systems Analysis, Volunteer Management, Management, Tutoring, Budgets, Grant Writing, Nonprofits, Staff Development, Educational Leadership, Sponsorship, Strategic Planning, Educational Technology, Classroom, Program Development
Education
Concordia University-Irvine
Master of Arts (MA), Coaching & Athletic Administration
UCLA Anderson School of Management 1984 — 1985
Business/Office Automation/Technology/Data Entry
Santa Clara University 1975 — 1979
Bachelor of Science in Commerce
World Financial Group September 2013 - Present
Notre Dame Academy August 1996 - June 2013
Notre Dame Academy, Los Angeles July 1995 - June 2013
Skills
Public Speaking, Resource Development, Capital & Expense..., Coaching, Athletic Administration, Higher Education, Curriculum Development, Teaching, Fundraising, Non-profits, Operations & Program..., Budgeting & Cash..., Investment Management, Public & Medial..., Program Coordination &..., Corporate Sponsorships, Many Software..., Marketing, Promotion &..., Performance Improvement, Systems Analysis, Volunteer Management, Management, Tutoring, Budgets, Grant Writing, Nonprofits, Staff Development, Educational Leadership, Sponsorship, Strategic Planning, Educational Technology, Classroom, Program Development
Education
Concordia University-Irvine
Master of Arts (MA), Coaching & Athletic Administration
UCLA Anderson School of Management 1984 — 1985
Business/Office Automation/Technology/Data Entry
Santa Clara University 1975 — 1979
Bachelor of Science in Commerce
Richard Jean-Gilles's World Financial Group Experience April 2000 - March 2003
Job NF Investment Performance Analyst at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial June 2011 - Present
Nationwide Financial March 2008 - May 2012
Nationwide Financial March 2008 - June 2011
Nationwide March 2006 - March 2008
Nationwide October 2003 - March 2006
Countrywide Mortgage April 2003 - October 2003
World Financial Group April 2000 - March 2003
Skills
Access, Analysis
Education
Miami Dade College
Business Administration
Nationwide Financial June 2011 - Present
Nationwide Financial March 2008 - May 2012
Nationwide Financial March 2008 - June 2011
Nationwide March 2006 - March 2008
Nationwide October 2003 - March 2006
Countrywide Mortgage April 2003 - October 2003
World Financial Group April 2000 - March 2003
Skills
Access, Analysis
Education
Miami Dade College
Business Administration
Brenda Hollingsworth's World Financial Group Experience March 2013 - Present
Job Certified Travel Agent at Paycation.com
Industry Insurance
Experience
B-AWAY Travels (baway.paycation.com) July 2014 - Present
World Financial Group March 2013 - Present
Macy's November 2012 - January 2013
AFLAC Insurance April 2012 - January 2013
H H Enterprises / 5 Linx June 2011 - January 2012
Keller Williams Realty Atlanta Partners (Sugarloaf Office) September 2009 - December 2010
United Staes Postasl Service June 1985 - May 2009
United States Army January 1980 - January 1984
Skills
Customer Service, Public Speaking, Marketing Strategy, Marketing, Insurance, Team Building, Social Networking, Strategic Planning, Negotiation, New Business Development, Event Planning, Account Management, Sales Management, Microsoft Office, Microsoft Word, Budgets, Coaching, Online Marketing, Leadership, Social Media Marketing, Contract Negotiation, Time Management, Business Development, Event Management, PowerPoint, Business Planning, B2B, Entrepreneurship, Team Leadership, Management, Leadership Development, Fundraising, Public Relations, Retail, Inventory Management, Training, Recruiting, Online Advertising, Lead Generation, Email Marketing, Business Strategy, Advertising, Hospitality, Outlook, Marketing Communications, Residential Homes, Social Media, Merchandising
Education
Indiana State University 1975 — 1978
Horace Mann High School 1971 — 1975
Diploma
B-AWAY Travels (baway.paycation.com) July 2014 - Present
World Financial Group March 2013 - Present
Macy's November 2012 - January 2013
AFLAC Insurance April 2012 - January 2013
H H Enterprises / 5 Linx June 2011 - January 2012
Keller Williams Realty Atlanta Partners (Sugarloaf Office) September 2009 - December 2010
United Staes Postasl Service June 1985 - May 2009
United States Army January 1980 - January 1984
Skills
Customer Service, Public Speaking, Marketing Strategy, Marketing, Insurance, Team Building, Social Networking, Strategic Planning, Negotiation, New Business Development, Event Planning, Account Management, Sales Management, Microsoft Office, Microsoft Word, Budgets, Coaching, Online Marketing, Leadership, Social Media Marketing, Contract Negotiation, Time Management, Business Development, Event Management, PowerPoint, Business Planning, B2B, Entrepreneurship, Team Leadership, Management, Leadership Development, Fundraising, Public Relations, Retail, Inventory Management, Training, Recruiting, Online Advertising, Lead Generation, Email Marketing, Business Strategy, Advertising, Hospitality, Outlook, Marketing Communications, Residential Homes, Social Media, Merchandising
Education
Indiana State University 1975 — 1978
Horace Mann High School 1971 — 1975
Diploma
Roderick Livesay, JD, CPA's World Financial Group Experience September 2007 - Present
Job CEO of Livesay Consulting LLC
Industry Accounting
Experience
World Financial Group September 2007 - Present
Dealer Title Service, Inc June 2007 - Present
Livesay Consulting, LLC January 2001 - Present
Eola Specialty Products April 2009 - June 2009
Climate Clean, LLC February 2008 - May 2008
Pacific Northwest Management Group, Blackhawk and Parker Development 2006 - 2007
Livesay Auto Group, LLC 2005 - 2006
Mastercraft Furniture Company, Inc 2002 - 2006
JMW Capital Partners 2001 - 2003
Thomason Auto Group Inc. and Asbury Automotive Oregon, LLC 1992 - 1999
Education
Lewis & Clark Law School 1984 — 1987
Jurisprudence Doctorate (Law Degree), Law
University of Oregon 1974 — 1977
Bachelor of Sciences, Finance, Business, Finance, and Accounting
World Financial Group September 2007 - Present
Dealer Title Service, Inc June 2007 - Present
Livesay Consulting, LLC January 2001 - Present
Eola Specialty Products April 2009 - June 2009
Climate Clean, LLC February 2008 - May 2008
Pacific Northwest Management Group, Blackhawk and Parker Development 2006 - 2007
Livesay Auto Group, LLC 2005 - 2006
Mastercraft Furniture Company, Inc 2002 - 2006
JMW Capital Partners 2001 - 2003
Thomason Auto Group Inc. and Asbury Automotive Oregon, LLC 1992 - 1999
Education
Lewis & Clark Law School 1984 — 1987
Jurisprudence Doctorate (Law Degree), Law
University of Oregon 1974 — 1977
Bachelor of Sciences, Finance, Business, Finance, and Accounting
Calvin Moy's World Financial Group Experience January 2008 - August 2008
Job Grant Accountant at Oakland County, Michigan Government
Industry Accounting
Experience
Oakland County, Michigan Government April 2013 - Present
DENSO October 2012 - April 2013
Oakland County May 2010 - October 2012
Thomson Reuters December 2011 - April 2012
Oakland County Executive Building May 2010 - November 2011
World Financial Group January 2008 - August 2008
Oakland County Health Clinic March 2006 - August 2006
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Networking, Project Management, Customer Service, Access, Market Research, Accounting, Outlook, Analysis, Financial Analysis, Lotus Notes, Risk Management, Business Analysis, Research, Information Security, Web Design, SharePoint, Communication, Finance
Education
Walsh College 2009 — 2011
Master of Science, Accountancy
Michigan State University 2006 — 2009
Bachelor of Arts, Accounting
Oakland County, Michigan Government April 2013 - Present
DENSO October 2012 - April 2013
Oakland County May 2010 - October 2012
Thomson Reuters December 2011 - April 2012
Oakland County Executive Building May 2010 - November 2011
World Financial Group January 2008 - August 2008
Oakland County Health Clinic March 2006 - August 2006
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Networking, Project Management, Customer Service, Access, Market Research, Accounting, Outlook, Analysis, Financial Analysis, Lotus Notes, Risk Management, Business Analysis, Research, Information Security, Web Design, SharePoint, Communication, Finance
Education
Walsh College 2009 — 2011
Master of Science, Accountancy
Michigan State University 2006 — 2009
Bachelor of Arts, Accounting
Jessica Dalgarn's World Financial Group Experience September 2012 - Present
Job Marketing Director at World Financial Group
Industry Financial Services
Experience
World Financial Group September 2012 - Present
Charles Rutenberg Realty Inc. August 2011 - August 2012
Tween Brands January 2007 - May 2010
Justice Just for Girls March 2006 - December 2006
Oliver Kleban Shoes February 2005 - February 2006
Abercrombie & Fitch August 2003 - December 2004
Skills
Leadership, Business Expansion, Retirement Planning, 401k, Talent Acquisition, 401k Rollovers, IRAs, Roth IRA, Retail, Life Insurance, Customer Experience, Training, Marketing Strategy, Sales, Trend Analysis, Customer Satisfaction, Employee Training, Merchandising, Visual Merchandising, Apparel, Fashion, Marketing, Profit, Real Estate Development, Asset Allocation, Recruiting, Time Management, Management, Store Operations, Social Media, Store Management, Inventory Management, Teamwork, Driving Results, Retail Sales, Hiring, Team Building, Customer Service, Sales Operations, Selling, Merchandising Strategies, Stores
Education
Fashion Institute of Design & Merchandising 2002 — 2004
Associates of Arts
World Financial Group September 2012 - Present
Charles Rutenberg Realty Inc. August 2011 - August 2012
Tween Brands January 2007 - May 2010
Justice Just for Girls March 2006 - December 2006
Oliver Kleban Shoes February 2005 - February 2006
Abercrombie & Fitch August 2003 - December 2004
Skills
Leadership, Business Expansion, Retirement Planning, 401k, Talent Acquisition, 401k Rollovers, IRAs, Roth IRA, Retail, Life Insurance, Customer Experience, Training, Marketing Strategy, Sales, Trend Analysis, Customer Satisfaction, Employee Training, Merchandising, Visual Merchandising, Apparel, Fashion, Marketing, Profit, Real Estate Development, Asset Allocation, Recruiting, Time Management, Management, Store Operations, Social Media, Store Management, Inventory Management, Teamwork, Driving Results, Retail Sales, Hiring, Team Building, Customer Service, Sales Operations, Selling, Merchandising Strategies, Stores
Education
Fashion Institute of Design & Merchandising 2002 — 2004
Associates of Arts
Richard Welty's World Financial Group Experience 2008 - 2011
Job Safe Money Planner working to help my clients find safe and secure investment vehicles
Industry Financial Services
Experience
Welty Financial Services 2011 - Present
World Financial Group 2008 - 2011
Skills
Corporate Finance, Banking, Financial Analysis, Investments, Securities, Portfolio Management, Corporate Law, Credit, Strategic Financial...
Education
Florida State University 1966 — 1971
BS & JD, Finance and Law
Welty Financial Services 2011 - Present
World Financial Group 2008 - 2011
Skills
Corporate Finance, Banking, Financial Analysis, Investments, Securities, Portfolio Management, Corporate Law, Credit, Strategic Financial...
Education
Florida State University 1966 — 1971
BS & JD, Finance and Law
Gary Ingraham's World Financial Group Experience 2009 - December 2011
Job Account Manager at Merchant Services
Industry Financial Services
Experience
World Financial Group (WFG) Insurance AgentAccount ManagerMerchant ServicesSeptember 2012 - Present
World Financial Group 2009 - December 2011
Philips 2003 - 2009
Skills
Sales Management, Medical Devices, Product Marketing, New Business Development, Cross-functional Team..., Selling, Customer Service, Sales, Marketing Strategy, Sales Operations, Marketing, Healthcare, Coaching, Product Development, Account Management, Business Development
Education
Mt. San Antonio College 1967 — 1973
Associate of Arts (AA), PreDental
World Financial Group (WFG) Insurance AgentAccount ManagerMerchant ServicesSeptember 2012 - Present
World Financial Group 2009 - December 2011
Philips 2003 - 2009
Skills
Sales Management, Medical Devices, Product Marketing, New Business Development, Cross-functional Team..., Selling, Customer Service, Sales, Marketing Strategy, Sales Operations, Marketing, Healthcare, Coaching, Product Development, Account Management, Business Development
Education
Mt. San Antonio College 1967 — 1973
Associate of Arts (AA), PreDental
Albert B. Salvador's World Financial Group Experience 2008 - December 2014
Job New York Life
Industry Financial Services
Experience
New York Life Insurance Company February 2015 - Present
World Financial Group 2008 - December 2014
Jackson National Life 2010 - 2012
American Income Life 2011 - 2011
Dailey & Associates 2005 - 2006
Robert Half Finance & Accounting January 1998 - May 2004
Waste Management 1999 - 2000
Skills
Retirement Planning, Indexed Annuities, Fixed Annuities, Team Building, Accounting, Tax Preparation, Music, Insurance, Economics, Strategic Financial..., Employee Benefits
Education
University Of Illinois-Chicago 1994 — 1996
Bachelor of Arts (B A), Economics
DePaul University 1991 — 1994
Economics
International School of Music 1986 — 1992
Music, Instruments
Lane Technical High School
New York Life Insurance Company February 2015 - Present
World Financial Group 2008 - December 2014
Jackson National Life 2010 - 2012
American Income Life 2011 - 2011
Dailey & Associates 2005 - 2006
Robert Half Finance & Accounting January 1998 - May 2004
Waste Management 1999 - 2000
Skills
Retirement Planning, Indexed Annuities, Fixed Annuities, Team Building, Accounting, Tax Preparation, Music, Insurance, Economics, Strategic Financial..., Employee Benefits
Education
University Of Illinois-Chicago 1994 — 1996
Bachelor of Arts (B A), Economics
DePaul University 1991 — 1994
Economics
International School of Music 1986 — 1992
Music, Instruments
Lane Technical High School
Myra Valencia's World Financial Group Experience June 2009 - December 2010
Job Payroll/Accounting Administrative at Installation Specialists, Inc.
Industry Construction
Experience
Installation Specialists, Inc. July 1990 - Present
World Financial Group June 2009 - December 2010
YTB Travel September 2006 - December 2009
Avon December 2001 - December 2006
Skills
Payroll, Accounts Payable, Accounts Receivable, Invoicing, ADP Payroll, Certified Notary, Contract Management, 10 Key, Administrative..., Outlook, Notary, Great Plains Software, Team Building, Spreadsheets, Teamwork, Budgets, Petty Cash
Education
DeVry University-Illinois 1987 — 1990
Bachelor of Science in Computer Information Systems
Holy Family Academy 1983 — 1987
HIgh School
Installation Specialists, Inc. July 1990 - Present
World Financial Group June 2009 - December 2010
YTB Travel September 2006 - December 2009
Avon December 2001 - December 2006
Skills
Payroll, Accounts Payable, Accounts Receivable, Invoicing, ADP Payroll, Certified Notary, Contract Management, 10 Key, Administrative..., Outlook, Notary, Great Plains Software, Team Building, Spreadsheets, Teamwork, Budgets, Petty Cash
Education
DeVry University-Illinois 1987 — 1990
Bachelor of Science in Computer Information Systems
Holy Family Academy 1983 — 1987
HIgh School
Chula Peace's World Financial Group Experience 2009 - Present
Job Financial Planner/Paralegal
Industry Financial Services
Experience
World Financial Group 2009 - Present
Gibson, Dunn & Crutcher 1987 - 1989
Chase, Rotchford, Drukker & Bogust 1982 - 1984
Education
Los Angeles City College 1993 — 1999
AA, Psychology
World Financial Group 2009 - Present
Gibson, Dunn & Crutcher 1987 - 1989
Chase, Rotchford, Drukker & Bogust 1982 - 1984
Education
Los Angeles City College 1993 — 1999
AA, Psychology
Phyliss George's World Financial Group Experience May 2012 - Present
Job World Financial Group associate
Industry Marketing and Advertising
Experience
World Financial Group May 2012 - Present
Connextions 2012 - 2012
AT&T, Lucent Technologies November 1987 - June 2000
Skills
Product Development, Sales Management, Strategic Planning, Marketing Strategy, Advertising, Online Advertising, Social Media Marketing, Marketing, Digital Marketing, Social Media, Direct Marketing, Market Research
Education
Mercer University 1986 — 1987
B.B.A., Business, Marketing
Mercer University 1986 — 1987
B.B.A. Marketing 1987, Business, Marketing
World Financial Group May 2012 - Present
Connextions 2012 - 2012
AT&T, Lucent Technologies November 1987 - June 2000
Skills
Product Development, Sales Management, Strategic Planning, Marketing Strategy, Advertising, Online Advertising, Social Media Marketing, Marketing, Digital Marketing, Social Media, Direct Marketing, Market Research
Education
Mercer University 1986 — 1987
B.B.A., Business, Marketing
Mercer University 1986 — 1987
B.B.A. Marketing 1987, Business, Marketing
Ralph Bohn's World Financial Group Experience March 2010 - Present
Job Associate, World Financial Group
Industry Financial Services
Experience
World Financial Group March 2010 - Present
US Army November 2004 - November 2008
Dixie Foot and Ankle Clinic June 1988 - October 2004
Army National Guard September 1988 - March 2004
Education
Ohio College of Podiatric Medicine 1980 — 1984
DPM, Podiatric Medicine and Surgery
Delaware State University 1978 — 1980
BS, Chemistry
World Financial Group March 2010 - Present
US Army November 2004 - November 2008
Dixie Foot and Ankle Clinic June 1988 - October 2004
Army National Guard September 1988 - March 2004
Education
Ohio College of Podiatric Medicine 1980 — 1984
DPM, Podiatric Medicine and Surgery
Delaware State University 1978 — 1980
BS, Chemistry
Anthony MacLean Rojas's World Financial Group Experience June 2013 - Present
Job Actor KC Talent
Industry Entertainment
Experience
World Financial Group June 2013 - Present
Education
Kwantlen University College
Langara College
New Image College
Acting
JN Burnet secondary
World Financial Group June 2013 - Present
Education
Kwantlen University College
Langara College
New Image College
Acting
JN Burnet secondary
George Luna's World Financial Group Experience April 2012 - Present
Job ILWU
Industry Security and Investigations
Experience
World Financial Group April 2012 - Present
ilwu February 2007 - Present
Hotel Bel Air September 2003 - September 2011
The Peninsula Beverly Hills January 2000 - September 2003
Skills
Hospitality Management, Hospitality, Hotels, Outlook, Hotel Management, Microsoft Excel, Hospitality Industry, Resorts, Catering, Food, Front Office, Pre-opening, Revenue Analysis, Security, Surveillance
Education
Los Angeles City College 2004 — 2005
administration of justice, Securities Services Administration/Management
World Financial Group April 2012 - Present
ilwu February 2007 - Present
Hotel Bel Air September 2003 - September 2011
The Peninsula Beverly Hills January 2000 - September 2003
Skills
Hospitality Management, Hospitality, Hotels, Outlook, Hotel Management, Microsoft Excel, Hospitality Industry, Resorts, Catering, Food, Front Office, Pre-opening, Revenue Analysis, Security, Surveillance
Education
Los Angeles City College 2004 — 2005
administration of justice, Securities Services Administration/Management
Shirly Mu's World Financial Group Experience February 2007 - March 2007
Job Hospital & Health Care Professional
Industry Hospital & Health Care
Experience
PPOSBC March 2007 - April 2007
World Financial Group February 2007 - March 2007
The Family Medicine Center August 2006 - December 2006
Shanghai Wok July 2001 - October 2003
Education
Concorde Career College-Garden Grove 2005 — 2006
Diploma, Medical Assistant
PPOSBC March 2007 - April 2007
World Financial Group February 2007 - March 2007
The Family Medicine Center August 2006 - December 2006
Shanghai Wok July 2001 - October 2003
Education
Concorde Career College-Garden Grove 2005 — 2006
Diploma, Medical Assistant
Averyl Sese's World Financial Group Experience 1999 - Present
Job Sr Marketing Dir, Financial Services Professional
Industry Financial Services
Experience
World Financial Group 1999 - Present
Education
Far Eastern University
BS Mathematics, Mathematics
World Financial Group 1999 - Present
Education
Far Eastern University
BS Mathematics, Mathematics
Jonathon Nguyen's World Financial Group Experience March 2010 - September 2011
Job Retail Professional
Industry Retail
Experience
SEACRET Direct September 2011 - Present
Silver State Venture Strategic Management, Inc. (S.S.V.S. Management) April 2008 - Present
World Financial Group March 2010 - September 2011
Norco Salon and Day Spa, L.L.C. March 2009 - September 2011
TLEUREKA Limited Liability Company April 2008 - September 2009
Little Saigon Restaurant March 2009 - June 2009
Macy's West, Home Store October 2006 - March 2009
Office of California Congressman March 2004 - September 2004
Asia Entertainment, Inc., Retail Store May 2003 - March 2004
Education
Conservatory of Recording Arts and Sciences 2012 — 2013
C.R.A.S. Master Recording Programs II
National University
Business Administration with Concentration in Accountancy
Santa Ana College
Commercial Music
SEACRET Direct September 2011 - Present
Silver State Venture Strategic Management, Inc. (S.S.V.S. Management) April 2008 - Present
World Financial Group March 2010 - September 2011
Norco Salon and Day Spa, L.L.C. March 2009 - September 2011
TLEUREKA Limited Liability Company April 2008 - September 2009
Little Saigon Restaurant March 2009 - June 2009
Macy's West, Home Store October 2006 - March 2009
Office of California Congressman March 2004 - September 2004
Asia Entertainment, Inc., Retail Store May 2003 - March 2004
Education
Conservatory of Recording Arts and Sciences 2012 — 2013
C.R.A.S. Master Recording Programs II
National University
Business Administration with Concentration in Accountancy
Santa Ana College
Commercial Music
Cheyenne Wright's World Financial Group Experience February 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
World Financial Group February 2015 - Present
STS Academy October 2014 - Present
Xstream Travel April 2015 - August 2015
Wendy Smith August 2013 - April 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Finance, Travel Arrangements, Financial Services, Child Development
Education
Los Medanos College 2011 — 2014
Associate’s Degree, Accounting and Business/Management
World Financial Group February 2015 - Present
STS Academy October 2014 - Present
Xstream Travel April 2015 - August 2015
Wendy Smith August 2013 - April 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Finance, Travel Arrangements, Financial Services, Child Development
Education
Los Medanos College 2011 — 2014
Associate’s Degree, Accounting and Business/Management
Ruth Larry's World Financial Group Experience January 2014 - March 2014
Job
Industry Banking
Experience
World Financial Group January 2014 - March 2014
BANK OF AMERICA October 2008 - September 2013
Bank Of America October 2008 - September 2013
Bank Of America October 2008 - September 2013
TXU Energy Corp. July 1995 - July 2006
Skills
Customer Service, Insurance, Social Services, Account Management, Loans, Portfolio Management, Leadership, Risk Management, Program Management
Education
El Centro College
BUSINESS ADMINISTRATION
Texas Woman's University
Bachelor of Science (BS), SOCIA WORK
World Financial Group January 2014 - March 2014
BANK OF AMERICA October 2008 - September 2013
Bank Of America October 2008 - September 2013
Bank Of America October 2008 - September 2013
TXU Energy Corp. July 1995 - July 2006
Skills
Customer Service, Insurance, Social Services, Account Management, Loans, Portfolio Management, Leadership, Risk Management, Program Management
Education
El Centro College
BUSINESS ADMINISTRATION
Texas Woman's University
Bachelor of Science (BS), SOCIA WORK
Oscar Anguiano's World Financial Group Experience November 2010 - January 2011
Job Assistant Manager at Salinas Loan and Jewelry
Industry Consumer Services
Experience
Salinas Loan and Jewelry February 2012 - Present
World Financial Group November 2010 - January 2011
Toyota/Hundai dealer June 2007 - July 2007
Education
Heald College 2009 — 2012
Associate's Degree, Business Administration and Management, General
Salinas Loan and Jewelry February 2012 - Present
World Financial Group November 2010 - January 2011
Toyota/Hundai dealer June 2007 - July 2007
Education
Heald College 2009 — 2012
Associate's Degree, Business Administration and Management, General
Primerica
Advocare
Amway
ACN
World Financial Group (WFG)
Primerica Financial Services
Ambit Energy
Young Living Essential Oils