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
Hung, Joey Hung, Joey's World Financial Group Experience September 2003 - July 2004
Job Technical Sales at IBM
Industry Computer Hardware
Experience
IBM October 2014 - Present
IBM April 2012 - Present
become.com August 2011 - December 2011
Contractor February 2004 - July 2011
WORLD FINANCIAL GROUP September 2003 - July 2004
NetChip Technology, Inc. July 1998 - February 2004
Skills
Perl, Android, C++, Java, MySQL, JavaScript, C#, HBase, JSP, Tomcat, EC2, HTML 5, SOA, xml, xslt, CSS3, Linux, VBA, Device Drivers, MFC, Web Services, Ruby on Rails, Agile Methodologies, Pair Programming, Hadoop, JUnit, Testing, DB2, db2 10.1, z/OS, optim data studio, optim develop studio
Education
San Jose State University 2010 — 2011
Bachelor of Science, Computer Science
San Jose State University 2010 — 2011
MS, Software Engineering
San Jose State University 2007 — 2008
MBA, Finance
IBM October 2014 - Present
IBM April 2012 - Present
become.com August 2011 - December 2011
Contractor February 2004 - July 2011
WORLD FINANCIAL GROUP September 2003 - July 2004
NetChip Technology, Inc. July 1998 - February 2004
Skills
Perl, Android, C++, Java, MySQL, JavaScript, C#, HBase, JSP, Tomcat, EC2, HTML 5, SOA, xml, xslt, CSS3, Linux, VBA, Device Drivers, MFC, Web Services, Ruby on Rails, Agile Methodologies, Pair Programming, Hadoop, JUnit, Testing, DB2, db2 10.1, z/OS, optim data studio, optim develop studio
Education
San Jose State University 2010 — 2011
Bachelor of Science, Computer Science
San Jose State University 2010 — 2011
MS, Software Engineering
San Jose State University 2007 — 2008
MBA, Finance
Jag Rai Jag Rai's World Financial Group Experience April 2011 - Present
Job Marketing Director World Financial Group
Industry Financial Services
Experience
World Financial Group April 2011 - Present
Mucho Burrito - Fresh Mexican Grill January 2013 - Present
Garda-Edmonton International Airport July 2004 - February 2013
Mac's Convenience Stores Inc. March 2005 - March 2006
Skills
Retirement, Investments, Financial Advisory, Estate Planning, Life Insurance, Investment Strategies, Insurance, Securities, Customer Service, Payroll, Recruiting, Budgets, Leadership, Management, Marketing, Microsoft Office, Negotiation, Operations Management, Sales, Strategic Planning, Team Building, Microsoft Excel, Retail, Team Leadership
Education
Northern Alberta Institute of Technology 2002 — 2005
Diploma, Business of Finance
Brocklehurst Secondary School 1995 — 2000
High School Graduate, General Studies
World Financial Group April 2011 - Present
Mucho Burrito - Fresh Mexican Grill January 2013 - Present
Garda-Edmonton International Airport July 2004 - February 2013
Mac's Convenience Stores Inc. March 2005 - March 2006
Skills
Retirement, Investments, Financial Advisory, Estate Planning, Life Insurance, Investment Strategies, Insurance, Securities, Customer Service, Payroll, Recruiting, Budgets, Leadership, Management, Marketing, Microsoft Office, Negotiation, Operations Management, Sales, Strategic Planning, Team Building, Microsoft Excel, Retail, Team Leadership
Education
Northern Alberta Institute of Technology 2002 — 2005
Diploma, Business of Finance
Brocklehurst Secondary School 1995 — 2000
High School Graduate, General Studies
Ernest Dison Ernest Dison's World Financial Group Experience October 1999 - January 2002
Job Retire Secure Employee Benefit Specialist at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2014 - Present
Thrivent Financial March 2010 - June 2014
INVESCO December 2005 - January 2009
ADAM Community Development Corporation January 2008 - December 2008
INVESCO January 2002 - December 2005
World Financial Group October 1999 - January 2002
Citicorp Investment serv April 1996 - September 1999
M.S. Farrell Inc August 1995 - March 1996
Skills
Series 7, Financial Services, Mutual Funds, Securities, Retirement Planning, Investments, Retirement, 401k, Series 63, Investment Advisory, Insurance
Education
Strayer University 2006 — 2008
MBA, Finance
University of Louisiana at Monroe 1990 — 1995
BBA, Management
Principal Financial Group June 2014 - Present
Thrivent Financial March 2010 - June 2014
INVESCO December 2005 - January 2009
ADAM Community Development Corporation January 2008 - December 2008
INVESCO January 2002 - December 2005
World Financial Group October 1999 - January 2002
Citicorp Investment serv April 1996 - September 1999
M.S. Farrell Inc August 1995 - March 1996
Skills
Series 7, Financial Services, Mutual Funds, Securities, Retirement Planning, Investments, Retirement, 401k, Series 63, Investment Advisory, Insurance
Education
Strayer University 2006 — 2008
MBA, Finance
University of Louisiana at Monroe 1990 — 1995
BBA, Management
Kathleen Bosch's World Financial Group Experience April 2014 - Present
Job Training Associate at World Financial Group
Industry Music
Experience
World Financial Group April 2014 - Present
Revv52 September 2012 - Present
ATB Financial August 2009 - August 2013
Skills
Retail Banking, Retail Sales Experience, Vocal performance, Singing, Banking, Loans, Jazz, Costume Design, Commercial Banking, Ensemble, Creative Direction, Opera, Credit, Choral
Education
Saint Lawrence College 1990 — 1991
RNA
Kingston Collegiate and Vocational Institute
World Financial Group April 2014 - Present
Revv52 September 2012 - Present
ATB Financial August 2009 - August 2013
Skills
Retail Banking, Retail Sales Experience, Vocal performance, Singing, Banking, Loans, Jazz, Costume Design, Commercial Banking, Ensemble, Creative Direction, Opera, Credit, Choral
Education
Saint Lawrence College 1990 — 1991
RNA
Kingston Collegiate and Vocational Institute
Leslie Satter Leslie Satter's World Financial Group Experience January 2011 - January 2012
Job Behavioral Therapist
Industry Education Management
Experience
Varsity Tutors LLC Behavioral TherapistSpeech, Language and Educational AssociatesAugust 2013 - Present
World Financial Group January 2011 - January 2012
Skills
Educational Leadership, Curriculum Development, Lesson Planning, Tutoring, Staff Development, Higher Education, Curriculum Design, Teaching, Retirement Planning, Elementary Education, Differentiated..., Special Education
Education
Seton Hall University 1972 — 1975
Bachelor of Science (BS), Education
Varsity Tutors LLC Behavioral TherapistSpeech, Language and Educational AssociatesAugust 2013 - Present
World Financial Group January 2011 - January 2012
Skills
Educational Leadership, Curriculum Development, Lesson Planning, Tutoring, Staff Development, Higher Education, Curriculum Design, Teaching, Retirement Planning, Elementary Education, Differentiated..., Special Education
Education
Seton Hall University 1972 — 1975
Bachelor of Science (BS), Education
Eric Exum's World Financial Group Experience February 2009 - April 2010
Job Broker at Exum Insurance Group Llc
Industry Insurance
Experience
Exum Insurance Group Llc October 2012 - Present
Colonial Life August 2009 - August 2012
World Financial Group February 2009 - April 2010
Brinker International April 2007 - February 2009
Skills
Leadership, Management, Business Development, Strategic Planning, Team Building, Program Management, Employee Benefits, CRM, Strategy, Recruiting, Customer Service, Sales, Insurance, Finance, Time Management, Investments, Analysis, Training, Term Life Insurance, Life Insurance, Health Insurance, Strategic Financial..., Brokers, Disability Insurance, Long-term Care, Accident, Cafeteria Plans, Critical Illness, Fixed Annuities, Marketing, New Business Development, Sales Management
Education
Northern Arizona University 1989 — 1992
Business, human resources
Northern Arizona University 1988 — 1992
Bachelor of Science, Hotel and Restaurant Management
Exum Insurance Group Llc October 2012 - Present
Colonial Life August 2009 - August 2012
World Financial Group February 2009 - April 2010
Brinker International April 2007 - February 2009
Skills
Leadership, Management, Business Development, Strategic Planning, Team Building, Program Management, Employee Benefits, CRM, Strategy, Recruiting, Customer Service, Sales, Insurance, Finance, Time Management, Investments, Analysis, Training, Term Life Insurance, Life Insurance, Health Insurance, Strategic Financial..., Brokers, Disability Insurance, Long-term Care, Accident, Cafeteria Plans, Critical Illness, Fixed Annuities, Marketing, New Business Development, Sales Management
Education
Northern Arizona University 1989 — 1992
Business, human resources
Northern Arizona University 1988 — 1992
Bachelor of Science, Hotel and Restaurant Management
Bob Tuff Bob Tuff's World Financial Group Experience Senior Marketing DirectorWorld Financial Group
Job Senior Marketing Director at World Financial Group (WFG)
Industry Financial Services
Experience
World Financial Group Senior Marketing DirectorWorld Financial Group
Calgary Board of Education September 1976 - March 2007
Calgary Board of Education September 1976 - March 2007
Skills
Financial Planning, Retirement Planning, Estate Planning, Insurance, Customer Service, Investments, Retirement, Wealth Management, Wealth, Strategic Financial..., Fixed Annuities, Strategic Planning, Coaching, Team Building, Management, Leadership, Life Insurance, Mutual Funds, Public Speaking, Sales, Finance, Marketing, Marketing Strategy, Small Business, Business Planning, Leadership Development, Team Leadership
Education
The University of North Dakota 1965 — 1972
Bachelor of Arts (B.A.), M ED, Education
Crescent Heights High School 1961 — 1964
World Financial Group Senior Marketing DirectorWorld Financial Group
Calgary Board of Education September 1976 - March 2007
Calgary Board of Education September 1976 - March 2007
Skills
Financial Planning, Retirement Planning, Estate Planning, Insurance, Customer Service, Investments, Retirement, Wealth Management, Wealth, Strategic Financial..., Fixed Annuities, Strategic Planning, Coaching, Team Building, Management, Leadership, Life Insurance, Mutual Funds, Public Speaking, Sales, Finance, Marketing, Marketing Strategy, Small Business, Business Planning, Leadership Development, Team Leadership
Education
The University of North Dakota 1965 — 1972
Bachelor of Arts (B.A.), M ED, Education
Crescent Heights High School 1961 — 1964
Jonathan H. Peña Jonathan H. Peña's World Financial Group Experience February 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
World Financial Group February 2012 - Present
Murray’s Bagels October 2011 - Present
Saint Joseph’s Church June 2007 - May 2011
Learning Community Charter School September 2006 - May 2007
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2011
Pre-Law Studies, Psychology
World Financial Group February 2012 - Present
Murray’s Bagels October 2011 - Present
Saint Joseph’s Church June 2007 - May 2011
Learning Community Charter School September 2006 - May 2007
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2011
Pre-Law Studies, Psychology
Jon Darvill's World Financial Group Experience July 2008 - Present
Job Senior Partner at World Financial Group
Industry Financial Services
Experience
World Financial Group July 2008 - Present
Nason January 2005 - April 2009
Skills
Insurance, Customer Service, Leadership, Budgets, Investments, Financial Planning, Marketing, Teamwork, Team Building, Public Speaking, Team Leadership, Microsoft Excel, Sales, Windows, Outlook, Microsoft Word, Microsoft Office, PowerPoint, Research, Retirement Planning, HTML, English, Photoshop, Communication Skills, Social Networking, Strategic Planning, Management, Life Insurance, Finance, Marketing Strategy, Coaching, Retirement, Entrepreneurship, Disability Insurance, Financial Services, Wealth Management, Mutual Funds
Education
Business Career College 2008 — 2008
LLQP, Financial Services
Northern Alberta Institute of Technology 2003 — 2007
Electrician, Electrician
World Financial Group July 2008 - Present
Nason January 2005 - April 2009
Skills
Insurance, Customer Service, Leadership, Budgets, Investments, Financial Planning, Marketing, Teamwork, Team Building, Public Speaking, Team Leadership, Microsoft Excel, Sales, Windows, Outlook, Microsoft Word, Microsoft Office, PowerPoint, Research, Retirement Planning, HTML, English, Photoshop, Communication Skills, Social Networking, Strategic Planning, Management, Life Insurance, Finance, Marketing Strategy, Coaching, Retirement, Entrepreneurship, Disability Insurance, Financial Services, Wealth Management, Mutual Funds
Education
Business Career College 2008 — 2008
LLQP, Financial Services
Northern Alberta Institute of Technology 2003 — 2007
Electrician, Electrician
Robert Boykin's World Financial Group Experience 2007 - 2008
Job Executive Assistant/Scheduler at California State Assembly
Industry Government Administration
Experience
California State Assembly August 2012 - Present
California State Assembly December 2011 - August 2012
Devcon Security June 2011 - November 2011
Bridges After-School Program January 2010 - October 2011
Cogent Communications 2009 - 2010
Paychex 2008 - 2009
World Financial Group 2007 - 2008
Bay Area News Group 2007 - 2008
E&J Gallo Winery 2006 - 2007
Skills
Sales, Marketing, B2B, Salesforce.com, Cold Calling, Recruiting, Account Management, Sales Process, Direct Sales, New Business Development, Sales Management, Sales Presentations, Team Building, Administrative..., Multi Tasking, Sales Operations, CRM, Time Management, Public Speaking
Education
San Jose State University 1999 — 2005
BS, Human Resource Management
California State Assembly August 2012 - Present
California State Assembly December 2011 - August 2012
Devcon Security June 2011 - November 2011
Bridges After-School Program January 2010 - October 2011
Cogent Communications 2009 - 2010
Paychex 2008 - 2009
World Financial Group 2007 - 2008
Bay Area News Group 2007 - 2008
E&J Gallo Winery 2006 - 2007
Skills
Sales, Marketing, B2B, Salesforce.com, Cold Calling, Recruiting, Account Management, Sales Process, Direct Sales, New Business Development, Sales Management, Sales Presentations, Team Building, Administrative..., Multi Tasking, Sales Operations, CRM, Time Management, Public Speaking
Education
San Jose State University 1999 — 2005
BS, Human Resource Management
Alyssa Holgate Alyssa Holgate's World Financial Group Experience July 2015 - Present
Job Financial Advisor at World Financial Group
Industry Insurance
Experience
World Financial Group July 2015 - Present
Education
Penn State University 2006 — 2010
Bachelor of Science (BS)
World Financial Group July 2015 - Present
Education
Penn State University 2006 — 2010
Bachelor of Science (BS)
Helen P. Moungaloa Georgievski Helen P. Moungaloa Georgievski's World Financial Group Experience March 2015 - Present
Job MSc. Financial Analysis & Investment Management SEEKING Analyst job in Investment Management/Banking/Research company.
Industry Investment Management
Experience
Rylko Builders Inc. March 2015 - Present
World Financial Group March 2015 - Present
Saint Mary's College of California June 2012 - May 2014
Donnelly Kerly Builders Inc. March 2009 - January 2011
Venture Builders Group (later known as Donnelly Kerley Builders Inc.) February 2008 - March 2009
The Good Samaritan Inn Beach Resort January 2003 - December 2004
Skills
Financial Reporting, Financial Accounting, Variance Analysis, Financial Modeling, Financial Analysis, Accounts Payable, Corporate Finance, Cash Management, Strategic Financial..., Financial Statement..., Valuation Analysis, Portfolio Management, Equities, Bloomberg, Economics, Research, Forecasting, Derivatives as Hedging..., PowerPoint, Equity Research Analysis, Fixed Income Analysis, Investments, Microsoft Excel, Auditing, General Ledger, Journal Entries, Account Reconciliation, Accounts Receivable, Year-end Close, Cash Flow, Bank Reconciliation, Financial Statements, Bookkeeping, Accounting, Cash Flow Forecasting, Management Accounting, Pivot Tables, Risk Management, Ratio Analysis, Equity Valuation, Finance, Analysis, Budgets, Financial Forecasting, Payroll, Financial Planning, Valuation
Education
CFA Institute
Chartered Financial Analyst (CFA) Level 1 Candidate (December)
Investment Banking Institute 2014 — 2014
Financial Modeling
Saint Mary's College of California 2012 — 2013
Master's Degree, Financial Analysis & Investment Management (MSFAIM), GPA 3.94/4 (Honors)
Saint Mary's College of California 2012 — 2013
The Australian National University 1998 — 2004
Bachelor's Degree, Accounting and Finance
Tonga High School 1990 — 1996
Proxime Accessit in Final Senior Year
Rylko Builders Inc. March 2015 - Present
World Financial Group March 2015 - Present
Saint Mary's College of California June 2012 - May 2014
Donnelly Kerly Builders Inc. March 2009 - January 2011
Venture Builders Group (later known as Donnelly Kerley Builders Inc.) February 2008 - March 2009
The Good Samaritan Inn Beach Resort January 2003 - December 2004
Skills
Financial Reporting, Financial Accounting, Variance Analysis, Financial Modeling, Financial Analysis, Accounts Payable, Corporate Finance, Cash Management, Strategic Financial..., Financial Statement..., Valuation Analysis, Portfolio Management, Equities, Bloomberg, Economics, Research, Forecasting, Derivatives as Hedging..., PowerPoint, Equity Research Analysis, Fixed Income Analysis, Investments, Microsoft Excel, Auditing, General Ledger, Journal Entries, Account Reconciliation, Accounts Receivable, Year-end Close, Cash Flow, Bank Reconciliation, Financial Statements, Bookkeeping, Accounting, Cash Flow Forecasting, Management Accounting, Pivot Tables, Risk Management, Ratio Analysis, Equity Valuation, Finance, Analysis, Budgets, Financial Forecasting, Payroll, Financial Planning, Valuation
Education
CFA Institute
Chartered Financial Analyst (CFA) Level 1 Candidate (December)
Investment Banking Institute 2014 — 2014
Financial Modeling
Saint Mary's College of California 2012 — 2013
Master's Degree, Financial Analysis & Investment Management (MSFAIM), GPA 3.94/4 (Honors)
Saint Mary's College of California 2012 — 2013
The Australian National University 1998 — 2004
Bachelor's Degree, Accounting and Finance
Tonga High School 1990 — 1996
Proxime Accessit in Final Senior Year
Jayar Beroncal's World Financial Group Experience July 2006 - September 2007
Job United States Air Force Officer
Industry Aviation & Aerospace
Experience
United States Air Force November 2014 - Present
United States Air Force November 2013 - October 2014
Southwest Indian Polytechnic Institute August 2012 - May 2013
Filipino Kitchen LLC September 2010 - December 2012
Air Force Research Laboratory January 2011 - May 2012
Sandia National Laboratories October 2009 - August 2010
World Financial Group July 2006 - September 2007
U.S. Air Force September 2003 - September 2007
Skills
Project Management, Sales, Strategic Planning, Project Planning, Public Speaking, Microsoft Office, Microsoft Excel, Customer Service, Budgets, Leadership, PowerPoint, Event Planning, Government Contracting, Marketing, Microsoft Word, Entrepreneurship, Marketing Management, Entrepreneurial..., Outlook
Education
Anderson School of Management, University of New Mexico 2010 — 2011
MBA, Organizational Behavior/Human Resources; Marketing
The University of New Mexico - Robert O. Anderson School of Management 2008 — 2010
BBA, Marketing
Central New Mexico Community College 2005 — 2008
AA, Pre-Management
United States Air Force November 2014 - Present
United States Air Force November 2013 - October 2014
Southwest Indian Polytechnic Institute August 2012 - May 2013
Filipino Kitchen LLC September 2010 - December 2012
Air Force Research Laboratory January 2011 - May 2012
Sandia National Laboratories October 2009 - August 2010
World Financial Group July 2006 - September 2007
U.S. Air Force September 2003 - September 2007
Skills
Project Management, Sales, Strategic Planning, Project Planning, Public Speaking, Microsoft Office, Microsoft Excel, Customer Service, Budgets, Leadership, PowerPoint, Event Planning, Government Contracting, Marketing, Microsoft Word, Entrepreneurship, Marketing Management, Entrepreneurial..., Outlook
Education
Anderson School of Management, University of New Mexico 2010 — 2011
MBA, Organizational Behavior/Human Resources; Marketing
The University of New Mexico - Robert O. Anderson School of Management 2008 — 2010
BBA, Marketing
Central New Mexico Community College 2005 — 2008
AA, Pre-Management
Angela Chea Angela Chea's World Financial Group Experience August 2013 - Present
Job Financial Educator at World Financial Group
Industry Financial Services
Experience
World Financial Group August 2013 - Present
Skills
Microsoft Office, Photoshop, Microsoft Word, English, Customer Service, Teamwork, Research, Public Speaking, PowerPoint, Microsoft Excel, Social Media, C++
Education
San Diego State University-California State University 2008 — 2014
Bachelor's degree, Economics
Mira Mesa High School 2004 — 2008
High School Diploma
World Financial Group August 2013 - Present
Skills
Microsoft Office, Photoshop, Microsoft Word, English, Customer Service, Teamwork, Research, Public Speaking, PowerPoint, Microsoft Excel, Social Media, C++
Education
San Diego State University-California State University 2008 — 2014
Bachelor's degree, Economics
Mira Mesa High School 2004 — 2008
High School Diploma
Kevin Doan Kevin Doan's World Financial Group Experience August 2014 - Present
Job Entrepreneur and Healthcare
Industry Financial Services
Experience
World Financial Group August 2014 - Present
Rotaract Club of Greater Fremont June 2013 - June 2014
Tyco October 2012 - December 2012
Retinal Diagnostics January 2012 - June 2012
United States Army Reserve June 2009 - June 2012
Skills
Public Speaking, Recruiting, Healthcare, Military Experience, Leadership, Sales, Team Building, Event Management, Customer Service, Microsoft Word, Training, PowerPoint, Microsoft Office, Research, Medical Education, Facebook, Computer Networking, Combatives, Fitness, Microsoft Excel
Education
Ohlone College 2013 — 2015
Associate’s Degree, Human Development and Family Studies, General
United States Army Medical Corp 2009 — 2010
Diploma, Healthcare Specialist Course
Newark Memorial High School 2004 — 2008
High School
World Financial Group August 2014 - Present
Rotaract Club of Greater Fremont June 2013 - June 2014
Tyco October 2012 - December 2012
Retinal Diagnostics January 2012 - June 2012
United States Army Reserve June 2009 - June 2012
Skills
Public Speaking, Recruiting, Healthcare, Military Experience, Leadership, Sales, Team Building, Event Management, Customer Service, Microsoft Word, Training, PowerPoint, Microsoft Office, Research, Medical Education, Facebook, Computer Networking, Combatives, Fitness, Microsoft Excel
Education
Ohlone College 2013 — 2015
Associate’s Degree, Human Development and Family Studies, General
United States Army Medical Corp 2009 — 2010
Diploma, Healthcare Specialist Course
Newark Memorial High School 2004 — 2008
High School
Navdeep Bains's World Financial Group Experience August 2008 - December 2010
Job Advisor
Industry Insurance
Experience
CF Canada Financial Group Inc. December 2010 - Present
World Financial Group August 2008 - December 2010
CIBC May 2005 - May 2008
Khalsa Credit Union March 2000 - August 2004
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Accpac, Supervising, Business Strategy, Microsoft Excel, Accounting, Financial Services, Insurance, Investments, Management, Microsoft Word, Mortgage Lending, Portfolio Management, Retirement Planning, Risk Management, Training
Education
CMA BC 1994 — 1996
CMA, Accounting
Simon Fraser University 1990 — 1994
Bachelor of Business Administration, Accounting & Finance
CF Canada Financial Group Inc. December 2010 - Present
World Financial Group August 2008 - December 2010
CIBC May 2005 - May 2008
Khalsa Credit Union March 2000 - August 2004
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Accpac, Supervising, Business Strategy, Microsoft Excel, Accounting, Financial Services, Insurance, Investments, Management, Microsoft Word, Mortgage Lending, Portfolio Management, Retirement Planning, Risk Management, Training
Education
CMA BC 1994 — 1996
CMA, Accounting
Simon Fraser University 1990 — 1994
Bachelor of Business Administration, Accounting & Finance
Sim Sahi Sim Sahi's World Financial Group Experience April 2005 - December 2010
Job Managing Partner at Canada Financial
Industry Financial Services
Experience
Canada Financial August 2013 - Present
Promise Financial July 2013 - Present
Black Diamond Capital Management January 2011 - June 2013
World Financial Group April 2005 - December 2010
Skills
Investments, Leadership, Financial Analysis, Customer Service, Risk Management, Strategic Planning, Strategy, Sales, Business Strategy, Negotiation, Social Media Marketing, Entrepreneurship, Sales Management, New Business Development, Estate Planning, Financial Services, Infinite Banking, Life Insurance, Critical Illness..., Children's Financial..., Business Development, Insurance, Retirement Planning, Wealth Management, Banking, Business Management
Education
Vancouver College 1991 — 1994
The University of British Columbia / UBC
Bachelor of Arts (B.A.), History
Canada Financial August 2013 - Present
Promise Financial July 2013 - Present
Black Diamond Capital Management January 2011 - June 2013
World Financial Group April 2005 - December 2010
Skills
Investments, Leadership, Financial Analysis, Customer Service, Risk Management, Strategic Planning, Strategy, Sales, Business Strategy, Negotiation, Social Media Marketing, Entrepreneurship, Sales Management, New Business Development, Estate Planning, Financial Services, Infinite Banking, Life Insurance, Critical Illness..., Children's Financial..., Business Development, Insurance, Retirement Planning, Wealth Management, Banking, Business Management
Education
Vancouver College 1991 — 1994
The University of British Columbia / UBC
Bachelor of Arts (B.A.), History
Norris Wilson CIA, MBA's World Financial Group Experience January 2006 - July 2008
Job Consultant at ECJ Tax and Financial Services
Industry Accounting
Experience
ECJ Tax and Financial Services April 2009 - April 2013
Vanderheyden Hall, Inc. August 2011 - August 2012
World Financial Group January 2006 - July 2008
AQR Capital Management July 2005 - June 2008
Constantine Control Associates July 1999 - June 2008
Merrill Lynch May 2002 - July 2005
Skills
Accounting, Financial Services, Investments, Financial Accounting, Tax, Finance, Auditing, Fund Accounting, Financial Reporting, Financial Analysis, Financial Modeling, Strategic Financial..., Due Diligence, Account Reconciliation, Valuation, Asset Managment, General Ledger, Banking, Budgets, Accounts Payable, Accounts Receivable, Internal Controls, Asset Management, Analysis, Management Consulting, Internal Audit, Cash Management, Mutual Funds, Risk Management, Managerial Finance, Corporate Finance, Portfolio Management, Alternative Investments, Financial Risk, Financial Planning
Education
Nova Southeastern University 1993 — 1995
MBA, Finance
Institute of Internal Auditor
Certified Internal Auditor, Auditing
University of the West Indies
Bsc, Accounting, Management
ECJ Tax and Financial Services April 2009 - April 2013
Vanderheyden Hall, Inc. August 2011 - August 2012
World Financial Group January 2006 - July 2008
AQR Capital Management July 2005 - June 2008
Constantine Control Associates July 1999 - June 2008
Merrill Lynch May 2002 - July 2005
Skills
Accounting, Financial Services, Investments, Financial Accounting, Tax, Finance, Auditing, Fund Accounting, Financial Reporting, Financial Analysis, Financial Modeling, Strategic Financial..., Due Diligence, Account Reconciliation, Valuation, Asset Managment, General Ledger, Banking, Budgets, Accounts Payable, Accounts Receivable, Internal Controls, Asset Management, Analysis, Management Consulting, Internal Audit, Cash Management, Mutual Funds, Risk Management, Managerial Finance, Corporate Finance, Portfolio Management, Alternative Investments, Financial Risk, Financial Planning
Education
Nova Southeastern University 1993 — 1995
MBA, Finance
Institute of Internal Auditor
Certified Internal Auditor, Auditing
University of the West Indies
Bsc, Accounting, Management
Carol Holm's World Financial Group Experience February 2012 - Present
Job TA at World Financial Group
Industry Financial Services
Experience
World Financial Group February 2012 - Present
Skills
insurance, personal development, Microsoft Office, AutoCAD, MicroStation, GIS, ArcGIS, Retirement Planning, Personal Development, Investments, Strategic Financial..., Insurance, Data Analysis, Analysis, Microstation, Strategic Planning, Customer Service, Financial Planning, Leadership, Training, Public Speaking, Team Leadership, Microsoft Excel, Project Management
Education
SAIT 2006 — 2008
BGIS, GEOGRAPHIC INFORMATION SYSTEMS
St. Mary's University, Halifax NS 1992 — 1995
BA, Psychology
World Financial Group February 2012 - Present
Skills
insurance, personal development, Microsoft Office, AutoCAD, MicroStation, GIS, ArcGIS, Retirement Planning, Personal Development, Investments, Strategic Financial..., Insurance, Data Analysis, Analysis, Microstation, Strategic Planning, Customer Service, Financial Planning, Leadership, Training, Public Speaking, Team Leadership, Microsoft Excel, Project Management
Education
SAIT 2006 — 2008
BGIS, GEOGRAPHIC INFORMATION SYSTEMS
St. Mary's University, Halifax NS 1992 — 1995
BA, Psychology
Anna Chang Anna Chang's World Financial Group Experience November 2014 - Present
Job Financial Professional helping families to reach financial independence
Industry Financial Services
Experience
World Financial Group November 2014 - Present
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division May 2012 - Present
University of Washington August 1997 - September 2013
NorthwestNet July 1995 - July 1997
Education
Seattle University 1992 — 1995
B.S. in Electrical Engineering, summa cum laude
World Financial Group November 2014 - Present
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division May 2012 - Present
University of Washington August 1997 - September 2013
NorthwestNet July 1995 - July 1997
Education
Seattle University 1992 — 1995
B.S. in Electrical Engineering, summa cum laude
Kevin Fullmer Kevin Fullmer's World Financial Group Experience January 2003 - October 2007
Job Sales Representative at Ferring Pharmaceuticals
Industry Pharmaceuticals
Experience
Ferring Pharmaceuticals January 2012 - Present
Henry Schein Practice Solutions November 2007 - December 2011
World Financial Group January 2003 - October 2007
Shopko Stores August 2000 - December 2002
Skills
Cloud Computing, Cold Calling, Sales Process, Lead Generation, Sales, Selling, Account Management, Direct Sales, Sales Management, Sales Operations, Entrepreneurship, Training, Selling Skills, Marketing, Sales Presentations, Salesforce.com, Team Building, Customer Service
Education
Southern Utah University 1996 — 1999
BA, Business Administration; Marketing
Ferring Pharmaceuticals January 2012 - Present
Henry Schein Practice Solutions November 2007 - December 2011
World Financial Group January 2003 - October 2007
Shopko Stores August 2000 - December 2002
Skills
Cloud Computing, Cold Calling, Sales Process, Lead Generation, Sales, Selling, Account Management, Direct Sales, Sales Management, Sales Operations, Entrepreneurship, Training, Selling Skills, Marketing, Sales Presentations, Salesforce.com, Team Building, Customer Service
Education
Southern Utah University 1996 — 1999
BA, Business Administration; Marketing
Josie Montemayor Josie Montemayor's World Financial Group Experience December 2012 - Present
Job WFG Associate
Industry Financial Services
Experience
World Financial Group December 2012 - Present
Diamond Connection April 2012 - September 2012
KBR, Inc. June 2003 - November 2011
VCA Antech July 2002 - May 2003
Skills
Payroll Processing, Process Auditing, Analytical Abilities, Accruals, Accounting, Financial Statements, Invoicing, Internal Audit, Variance Analysis, Cost Accounting, Accounts Payable, Sarbanes-Oxley Act, Accounts Receivable, Internal Controls, General Ledger, Financial Reporting, Financial Accounting, GAAP, Bank Reconciliation, Management, Auditing, Payroll, Analytical Skills, Human Resources, Analysis, QuickBooks, Account Reconciliation, SAP, Microsoft Excel, Leadership, Journal Entries, Fixed Assets, Cash Flow, Peachtree, Balance
Education
Southwestern College 1996 — 1997
General Courses, Accounting
University of the East
A.A., Secretarial Course
World Financial Group December 2012 - Present
Diamond Connection April 2012 - September 2012
KBR, Inc. June 2003 - November 2011
VCA Antech July 2002 - May 2003
Skills
Payroll Processing, Process Auditing, Analytical Abilities, Accruals, Accounting, Financial Statements, Invoicing, Internal Audit, Variance Analysis, Cost Accounting, Accounts Payable, Sarbanes-Oxley Act, Accounts Receivable, Internal Controls, General Ledger, Financial Reporting, Financial Accounting, GAAP, Bank Reconciliation, Management, Auditing, Payroll, Analytical Skills, Human Resources, Analysis, QuickBooks, Account Reconciliation, SAP, Microsoft Excel, Leadership, Journal Entries, Fixed Assets, Cash Flow, Peachtree, Balance
Education
Southwestern College 1996 — 1997
General Courses, Accounting
University of the East
A.A., Secretarial Course
Gerry Hinderberger Gerry Hinderberger's World Financial Group Experience September 2014 - Present
Job World Financial Group Associate
Industry Financial Services
Experience
World Financial Group September 2014 - Present
United States Air Force May 2010 - July 2014
AMC/HQ October 2008 - May 2010
AMC/HQ March 2005 - March 2007
United States Air Force March 2001 - March 2005
US Air Force April 1996 - March 2001
United States Air Force January 1994 - February 1995
United States Air Force March 1992 - June 1993
Skills
Top Secret, Security Clearance, Air Force, Army, Military Operations, Instrument Rated Pilot, Management, Flights, Command, Leadership, Training, Defense, Program Management, Special Operations, Military, Command & Control, Aircraft, DoD, Exercises, Policy, National Security, Readiness, Military Experience, Military Aviation, C4ISR, Operational Planning, Electronic Warfare
Education
Air War College 2007 — 2007
Trident University International 2005 — 2006
Master of Business Administration (M.B.A.)
Air Command - Staff College - Joint 2004 — 2004
Squadron Officers School 1998 — 1998
Florida State University 1989 — 1991
Bachelor's degree, Social Sciences
World Financial Group September 2014 - Present
United States Air Force May 2010 - July 2014
AMC/HQ October 2008 - May 2010
AMC/HQ March 2005 - March 2007
United States Air Force March 2001 - March 2005
US Air Force April 1996 - March 2001
United States Air Force January 1994 - February 1995
United States Air Force March 1992 - June 1993
Skills
Top Secret, Security Clearance, Air Force, Army, Military Operations, Instrument Rated Pilot, Management, Flights, Command, Leadership, Training, Defense, Program Management, Special Operations, Military, Command & Control, Aircraft, DoD, Exercises, Policy, National Security, Readiness, Military Experience, Military Aviation, C4ISR, Operational Planning, Electronic Warfare
Education
Air War College 2007 — 2007
Trident University International 2005 — 2006
Master of Business Administration (M.B.A.)
Air Command - Staff College - Joint 2004 — 2004
Squadron Officers School 1998 — 1998
Florida State University 1989 — 1991
Bachelor's degree, Social Sciences
Claribel Santos Claribel Santos's World Financial Group Experience August 2008 - Present
Job Financial Professional at World Financial Group
Industry Financial Services
Experience
World Financial Group August 2008 - Present
Skills
Underwriting, Financial Analysis, Strategic Financial...
Education
Universidad Central de Bayamón
Marketing, Business Administration and Management, General
World Financial Group August 2008 - Present
Skills
Underwriting, Financial Analysis, Strategic Financial...
Education
Universidad Central de Bayamón
Marketing, Business Administration and Management, General
Greg Jankowski Greg Jankowski's World Financial Group Experience April 2004 - March 2006
Job Portfolio Manager at Delphi Private Advisors
Industry Investment Management
Experience
Delphi Private Advisors October 2013 - Present
Northern Trust November 2012 - September 2013
Northern Trust July 2011 - November 2012
Northern Trust December 2007 - July 2011
John E. Sestina and Company May 2006 - June 2007
World Financial Group April 2004 - March 2006
Skills
Financial Modeling, Portfolio Management, Investment Strategies, Alternative Investments, Finance, Forecasting, Accounting, Financial Services, Stocks, Investments, Risk Management, Corporate Finance, Mergers & Acquisitions, Research, Budget Analysis, CRM, Project Management, Microsoft Office, Excel, Developmental, Fixed Income Strategies, Customization, Private Equity, Fiduciary, Money Management, Financial Management..., Performance Improvement, Creative Work, Corporate FP&A, Creative Direction, Self-starter, Creative Services, Highly Ambitious, Dedicated Professional, Client-centric, Valuation, Critical Thinking, Driving Performance, Driving Growth, Investment Valuation, Investment Theory, Investment Banking, Analytics, Venture Capital, Stock Research, Fixed Income Analysis, Cash-flow Management, Analyst, Wealth Management, Wealth Management...
Education
University of California, Irvine - The Paul Merage School of Business
- Master of Business Administration (MBA)
The Ohio State University
- Bachelor of Science, Finance
Licenses: Uniform Investment Adviser Law (Series 65)
Delphi Private Advisors October 2013 - Present
Northern Trust November 2012 - September 2013
Northern Trust July 2011 - November 2012
Northern Trust December 2007 - July 2011
John E. Sestina and Company May 2006 - June 2007
World Financial Group April 2004 - March 2006
Skills
Financial Modeling, Portfolio Management, Investment Strategies, Alternative Investments, Finance, Forecasting, Accounting, Financial Services, Stocks, Investments, Risk Management, Corporate Finance, Mergers & Acquisitions, Research, Budget Analysis, CRM, Project Management, Microsoft Office, Excel, Developmental, Fixed Income Strategies, Customization, Private Equity, Fiduciary, Money Management, Financial Management..., Performance Improvement, Creative Work, Corporate FP&A, Creative Direction, Self-starter, Creative Services, Highly Ambitious, Dedicated Professional, Client-centric, Valuation, Critical Thinking, Driving Performance, Driving Growth, Investment Valuation, Investment Theory, Investment Banking, Analytics, Venture Capital, Stock Research, Fixed Income Analysis, Cash-flow Management, Analyst, Wealth Management, Wealth Management...
Education
University of California, Irvine - The Paul Merage School of Business
- Master of Business Administration (MBA)
The Ohio State University
- Bachelor of Science, Finance
Licenses: Uniform Investment Adviser Law (Series 65)
Pat McArdle's World Financial Group Experience September 1995 - Present
Job
Industry Financial Services
Experience
Transamerica Financial Advisors January 2012 - Present
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division January 2012 - Present
World Financial Group September 1995 - Present
Education
The University of Akron 1962 — 1968
Bachelor's Degree, Business
Transamerica Financial Advisors January 2012 - Present
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division January 2012 - Present
World Financial Group September 1995 - Present
Education
The University of Akron 1962 — 1968
Bachelor's Degree, Business
Alexandra Casison Alexandra Casison's World Financial Group Experience July 2013 - November 2014
Job Financial Advisor at World System Builder
Industry Financial Services
Experience
World System Builder November 2014 - Present
World Financial Group July 2013 - November 2014
Skills
Life Insurance, Health Insurance, Retirement Planning, Training, Recruiting, Business Coaching, Insurance, Leadership Development, Microsoft Office, Microsoft Word, Microsoft Excel
Education
San Diego Mesa College 2015 — 2017
Business
Junipero Serra High 2009 — 2013
Honors
World System Builder November 2014 - Present
World Financial Group July 2013 - November 2014
Skills
Life Insurance, Health Insurance, Retirement Planning, Training, Recruiting, Business Coaching, Insurance, Leadership Development, Microsoft Office, Microsoft Word, Microsoft Excel
Education
San Diego Mesa College 2015 — 2017
Business
Junipero Serra High 2009 — 2013
Honors
Sean Frodesen Sean Frodesen's World Financial Group Experience November 2009 - Present
Job Venture Capitalist/Head Hunter/Talent Acquisition Executive
Industry Financial Services
Experience
World Financial Group November 2009 - Present
Farwest Construction Co. June 2002 - March 2011
Skills
IRAs, Strategic Financial..., Estate Planning, Retirement Planning, Wealth Management, Health Insurance, Debt Management, College Planning, Long Term Care Insurance, Life Insurance, Disability Insurance, Financial Services, Retirement, Insurance, Financial Professional, Marketing Strategist, Business Planning, Director of Expansion, Team Builder, Personal Pension Plans, Financial Planners, Investments, Team Building, Financial Planning, Educational Consulting, Customer Service, Finance, Sales, Leadership, Marketing
Education
North Seattle Community College 1999 — 2001
0, Business and Marketing
World Financial Group November 2009 - Present
Farwest Construction Co. June 2002 - March 2011
Skills
IRAs, Strategic Financial..., Estate Planning, Retirement Planning, Wealth Management, Health Insurance, Debt Management, College Planning, Long Term Care Insurance, Life Insurance, Disability Insurance, Financial Services, Retirement, Insurance, Financial Professional, Marketing Strategist, Business Planning, Director of Expansion, Team Builder, Personal Pension Plans, Financial Planners, Investments, Team Building, Financial Planning, Educational Consulting, Customer Service, Finance, Sales, Leadership, Marketing
Education
North Seattle Community College 1999 — 2001
0, Business and Marketing
Anastacio Martinez Anastacio Martinez's World Financial Group Experience September 2008 - January 2011
Job Connector I Personal Development Blogger I Relationship Builder I Lifelong Learner
Industry Professional Training & Coaching
Experience
Inspiration From Anastacio Martinez's Blog April 2011 - Present
Casa De Todos December 2010 - Present
Corporacion Rio Real October 2010 - Present
World Financial Group September 2008 - January 2011
Bristol-Myers Squibb Manufacturing Company August 2006 - November 2007
Skills
Social Networking, Building Relationships, Public Speaking, Social Media Marketing, Negotiation, Entrepreneur, Blogging, Wordpress, Twitter, Facebook, LinkedIn, Content Writing, Lifestyle Coaching, Advisory Boards, Cooking, Fluent English, Bilingual-Spanish, Entrepreneurship, Sales, Executive Coaching, Motivational Speaking, Social Media, Coaching, Training, Leadership, Nonprofits, Small Business
Education
Universidad del Turabo 2002 — 2006
Bachelor, Mechanical Engineering
Inspiration From Anastacio Martinez's Blog April 2011 - Present
Casa De Todos December 2010 - Present
Corporacion Rio Real October 2010 - Present
World Financial Group September 2008 - January 2011
Bristol-Myers Squibb Manufacturing Company August 2006 - November 2007
Skills
Social Networking, Building Relationships, Public Speaking, Social Media Marketing, Negotiation, Entrepreneur, Blogging, Wordpress, Twitter, Facebook, LinkedIn, Content Writing, Lifestyle Coaching, Advisory Boards, Cooking, Fluent English, Bilingual-Spanish, Entrepreneurship, Sales, Executive Coaching, Motivational Speaking, Social Media, Coaching, Training, Leadership, Nonprofits, Small Business
Education
Universidad del Turabo 2002 — 2006
Bachelor, Mechanical Engineering
Patricia Bermudez Patricia Bermudez's World Financial Group Experience July 2011 - Present
Job Career Agent at Transamerica Agency Network, Inc.
Industry Management Consulting
Experience
Transamerica Agency Network, Inc. September 2012 - Present
HOPE Clinic in Garland, Texas November 2011 - Present
World Financial Group July 2011 - Present
Non-profit Organization June 2011 - Present
Countrywide Home Loans May 2000 - May 2007
Skills
Customer Service, Loss Mitigation, Sales, Training, Team Building, Spanish
Education
Richland Community College 1986 — 1987
Transamerica Agency Network, Inc. September 2012 - Present
HOPE Clinic in Garland, Texas November 2011 - Present
World Financial Group July 2011 - Present
Non-profit Organization June 2011 - Present
Countrywide Home Loans May 2000 - May 2007
Skills
Customer Service, Loss Mitigation, Sales, Training, Team Building, Spanish
Education
Richland Community College 1986 — 1987
Grigor Aleksanian Grigor Aleksanian's World Financial Group Experience April 2007 - May 2008
Job Business Control Specialist at Bank of America
Industry Financial Services
Experience
Bank of America January 2013 - Present
Bank of America December 2010 - Present
Chase Bank October 2009 - January 2011
Scottrade May 2008 - June 2009
WORLD FINANCIAL GROUP April 2007 - May 2008
BANK OF AMERICA August 2005 - March 2007
VAHAGN CONSTRUCTION INC June 2004 - August 2005
Skills
Banking, Loans, Mortgage Lending, Loan Origination, QuickBooks, Outlook, Insurance, FHA, Microsoft Excel, Finance, Underwriting, Customer Service, Leadership, Time Management, Microsoft Office, Highly detail oriented, Analytical Skills, Great communications..., Loan Auditing, Problem Solving, Training, Team Leadership
Education
Texas A&M University-Commerce 2011 — 2012
Masters in Business Administration
Woodbury University 2007 — 2009
BS, Business/Finance
Bank of America January 2013 - Present
Bank of America December 2010 - Present
Chase Bank October 2009 - January 2011
Scottrade May 2008 - June 2009
WORLD FINANCIAL GROUP April 2007 - May 2008
BANK OF AMERICA August 2005 - March 2007
VAHAGN CONSTRUCTION INC June 2004 - August 2005
Skills
Banking, Loans, Mortgage Lending, Loan Origination, QuickBooks, Outlook, Insurance, FHA, Microsoft Excel, Finance, Underwriting, Customer Service, Leadership, Time Management, Microsoft Office, Highly detail oriented, Analytical Skills, Great communications..., Loan Auditing, Problem Solving, Training, Team Leadership
Education
Texas A&M University-Commerce 2011 — 2012
Masters in Business Administration
Woodbury University 2007 — 2009
BS, Business/Finance
Shirlene Reeves Shirlene Reeves's World Financial Group Experience March 2011 - Present
Job Publisher at Wealthy Women Magazine
Industry Management Consulting
Experience
Wealthy Women Magazine December 2014 - Present
Maximize Your Wealth Now TV (WMAX TV) February 2014 - Present
Maximize Your Wealth Now March 2014 - Present
World Financial Group March 2011 - Present
Heartland Institute of Financial Education August 2012 - Present
Skills
Entrepreneurship, Leadership, Small Business, Public Speaking, Marketing, Strategy, Strategic Financial..., Sales, Investments, Finance, Life Insurance, Coaching, Financial Services, Social Networking, Long-term Care, Team Building, Retirement, IRAs, Wealth, Employee Benefits, Financial Advisory, Business Development, Financial Education, Retirement Planning, Business Planning, Health Insurance, Fixed Annuities, Estate Planning, Personal Finance, Business Networking, 401k, Insurance, Wealth Management, Business, Publisher & TV Producer
Education
Heartland Institute of Financial Education 2012 — 2013
CFE Certified Financial Educator®, Finance
San Jose State University 1970 — 1976
Bachelor's degree, Sociology
University of Metaphysics 2008 — 2010
Masters, Doctorate of Divinity
Wealthy Women Magazine December 2014 - Present
Maximize Your Wealth Now TV (WMAX TV) February 2014 - Present
Maximize Your Wealth Now March 2014 - Present
World Financial Group March 2011 - Present
Heartland Institute of Financial Education August 2012 - Present
Skills
Entrepreneurship, Leadership, Small Business, Public Speaking, Marketing, Strategy, Strategic Financial..., Sales, Investments, Finance, Life Insurance, Coaching, Financial Services, Social Networking, Long-term Care, Team Building, Retirement, IRAs, Wealth, Employee Benefits, Financial Advisory, Business Development, Financial Education, Retirement Planning, Business Planning, Health Insurance, Fixed Annuities, Estate Planning, Personal Finance, Business Networking, 401k, Insurance, Wealth Management, Business, Publisher & TV Producer
Education
Heartland Institute of Financial Education 2012 — 2013
CFE Certified Financial Educator®, Finance
San Jose State University 1970 — 1976
Bachelor's degree, Sociology
University of Metaphysics 2008 — 2010
Masters, Doctorate of Divinity
LaNisha Ward LaNisha Ward's World Financial Group Experience January 2010 - Present
Job Associate, World Financial Group
Industry Financial Services
Experience
World Financial Group January 2010 - Present
The Health Foundation of Central Massachusetts, Inc. November 2007 - December 2008
Skills
Financial Analysis, Business Strategy, New Business Development, Marketing, Finance, System Builder, Building Relationships, Team Building, Financial Education, Investments, Financial Modeling, Strategic Planning, Business Analysis, Risk Management, Project Management, Process Improvement, Portfolio Management, Music Management, Business Planning
Education
Quinsigamond Community College 2005 — 2007
Business Management
North High School 2002 — 2005
World Financial Group January 2010 - Present
The Health Foundation of Central Massachusetts, Inc. November 2007 - December 2008
Skills
Financial Analysis, Business Strategy, New Business Development, Marketing, Finance, System Builder, Building Relationships, Team Building, Financial Education, Investments, Financial Modeling, Strategic Planning, Business Analysis, Risk Management, Project Management, Process Improvement, Portfolio Management, Music Management, Business Planning
Education
Quinsigamond Community College 2005 — 2007
Business Management
North High School 2002 — 2005
Matthew Lanzarotta Matthew Lanzarotta's World Financial Group Experience June 2004 - April 2008
Job Executive Vice President of Sales at Adliance
Industry Marketing and Advertising
Experience
Adliance April 2015 - Present
Pico International (LA) Inc. June 2011 - March 2015
National Notary Association May 2008 - June 2011
World Financial Group June 2004 - April 2008
Discus Dental January 1999 - June 2004
The Wall Street Journal/Dow Jones & Company October 1988 - December 1998
Skills
Trade Shows, Marketing Communications, Social Networking, Corporate Events, Event Management, Direct Marketing, Sponsorship, Marketing Strategy, Marketing Management, Event Planning, Public Relations, Marketing, Social Media Marketing, Sales, Live Events, Relationship Marketing, New Business Development, Corporate Communications, Business Development, Email Marketing, Integrated Marketing, Market Research, Strategic Planning, Account Management, Product Marketing, B2B, Brand Development, Lead Generation, Online Marketing, Online Advertising, Management, Advertising, Digital Marketing, Word, Microsoft Excel, PowerPoint, Salesforce, Act
Education
Santa Monica College 1977 — 1979
Business Administration and Management, General
Palisades High School 1974 — 1976
Corpus Christi , Pacific Palisades, CA
IBM Sales Assistant, Los Angeles Branch
IBM Sales School
Adliance April 2015 - Present
Pico International (LA) Inc. June 2011 - March 2015
National Notary Association May 2008 - June 2011
World Financial Group June 2004 - April 2008
Discus Dental January 1999 - June 2004
The Wall Street Journal/Dow Jones & Company October 1988 - December 1998
Skills
Trade Shows, Marketing Communications, Social Networking, Corporate Events, Event Management, Direct Marketing, Sponsorship, Marketing Strategy, Marketing Management, Event Planning, Public Relations, Marketing, Social Media Marketing, Sales, Live Events, Relationship Marketing, New Business Development, Corporate Communications, Business Development, Email Marketing, Integrated Marketing, Market Research, Strategic Planning, Account Management, Product Marketing, B2B, Brand Development, Lead Generation, Online Marketing, Online Advertising, Management, Advertising, Digital Marketing, Word, Microsoft Excel, PowerPoint, Salesforce, Act
Education
Santa Monica College 1977 — 1979
Business Administration and Management, General
Palisades High School 1974 — 1976
Corpus Christi , Pacific Palisades, CA
IBM Sales Assistant, Los Angeles Branch
IBM Sales School
Bryan Albee Bryan Albee's World Financial Group Experience January 2006 - October 2007
Job Operations Manager
Industry Business Supplies and Equipment
Experience
Grainger June 2014 - Present
Grainger June 2012 - June 2014
Sam's Chowder House 2010 - January 2013
B Bar April 2012 - June 2012
Pasta Pomodoro October 2007 - July 2010
SWAT January 2006 - September 2009
World Financial Group January 2006 - October 2007
Skills
Team Leadership, Customer Service, Problem Solving, Sales, Management, Restaurant Management, Restaurants, Microsoft Word, Social Media, Hospitality, Catering, Wine, Inventory Management, Food, Cooking, PowerPoint, Microsoft Office, POS, Time Management, Leadership, Sales Management, Social Media Marketing, Business Development, Operations Management, Sales Operations
Education
San Francisco State University 2009 — 2011
Bachelor of Science, Management
San Francisco State University
Bachelor of Science, Business Administration - Management
Grainger June 2014 - Present
Grainger June 2012 - June 2014
Sam's Chowder House 2010 - January 2013
B Bar April 2012 - June 2012
Pasta Pomodoro October 2007 - July 2010
SWAT January 2006 - September 2009
World Financial Group January 2006 - October 2007
Skills
Team Leadership, Customer Service, Problem Solving, Sales, Management, Restaurant Management, Restaurants, Microsoft Word, Social Media, Hospitality, Catering, Wine, Inventory Management, Food, Cooking, PowerPoint, Microsoft Office, POS, Time Management, Leadership, Sales Management, Social Media Marketing, Business Development, Operations Management, Sales Operations
Education
San Francisco State University 2009 — 2011
Bachelor of Science, Management
San Francisco State University
Bachelor of Science, Business Administration - Management
Calvin McIlwain, MBA's World Financial Group Experience September 2007 - May 2009
Job Government Employee
Industry Government Relations
Experience
Department of the Navy July 2012 - Present
Rehoboth African Methodist Episcopal June 2003 - Present
Alpha Ten Techonologies August 2010 - February 2012
the Global Distant Support Center Fleet Logistic Norfolk August 2010 - February 2012
Defense Logistics Agency May 2009 - April 2010
El Pollo Loco Restaurant December 2008 - May 2009
World Financial Group September 2007 - May 2009
Naval Support Activity September 2005 - June 2008
Naval Provisional Guard Joint Task Force January 2005 - August 2005
USS Bataan LHD 2 November 2000 - November 2004
Skills
Government Contracting, Military, DoD, Security Clearance, Navy, Operations Management, Intelligence Analysis, Logistics, Leadership Development, Command, Human Capital, Project Delivery, Operational Planning, Air Force, Military Training, Government, Customer Service, Management, Military Operations, Emergency Management, Leadership, Policy, Force Protection, Army, Counterterrorism, Training, National Security, Security, Defense, Military Experience, Information Assurance, Homeland Security, Organizational..., Top Secret, Intelligence, Weapons, Project Planning, Readiness, Tactics, Supervisory Skills, Personnel Supervision, Physical Security, Crisis Management, Software Documentation, Program Management, Military Logistics, Active DoD Secret..., Security+, COMSEC, Instructor-led Training
Education
Saint Leo University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Saint Leo University 2010 — 2012
Bachelors, Business Administration; Technology Management
Saint Leo University 2010 — 2010
Associate of Arts, Liberal Arts 2010
Lancaster High School 1976 — 1980
Department of the Navy July 2012 - Present
Rehoboth African Methodist Episcopal June 2003 - Present
Alpha Ten Techonologies August 2010 - February 2012
the Global Distant Support Center Fleet Logistic Norfolk August 2010 - February 2012
Defense Logistics Agency May 2009 - April 2010
El Pollo Loco Restaurant December 2008 - May 2009
World Financial Group September 2007 - May 2009
Naval Support Activity September 2005 - June 2008
Naval Provisional Guard Joint Task Force January 2005 - August 2005
USS Bataan LHD 2 November 2000 - November 2004
Skills
Government Contracting, Military, DoD, Security Clearance, Navy, Operations Management, Intelligence Analysis, Logistics, Leadership Development, Command, Human Capital, Project Delivery, Operational Planning, Air Force, Military Training, Government, Customer Service, Management, Military Operations, Emergency Management, Leadership, Policy, Force Protection, Army, Counterterrorism, Training, National Security, Security, Defense, Military Experience, Information Assurance, Homeland Security, Organizational..., Top Secret, Intelligence, Weapons, Project Planning, Readiness, Tactics, Supervisory Skills, Personnel Supervision, Physical Security, Crisis Management, Software Documentation, Program Management, Military Logistics, Active DoD Secret..., Security+, COMSEC, Instructor-led Training
Education
Saint Leo University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Saint Leo University 2010 — 2012
Bachelors, Business Administration; Technology Management
Saint Leo University 2010 — 2010
Associate of Arts, Liberal Arts 2010
Lancaster High School 1976 — 1980
John Mijal John Mijal's World Financial Group Experience October 2013 - Present
Job Loyal Knight and Member of the Board of Directors at Wausau Elks B.P.O.E Lodge #248
Industry Financial Services
Experience
World Financial Group October 2013 - Present
Wausau Elks B.P.O.E Lodge #248 May 2011 - Present
National Mutual Benefit February 2013 - October 2013
Bankers Life and Casualty January 2012 - November 2012
K-Tech March 2005 - March 2009
Skills
Fixed Annuities, Sales, Leadership, Retirement, Disability Insurance, Customer Service, Health Insurance, Life Insurance, Term Life Insurance, Long-term Care, Medicare, General Insurance, Employee Benefits, Insurance, Team Building, Management, Strategic Planning, Sales Management, Marketing
Education
Northcentral Technical College 2010 — 2012
Computer Programming, Computer Science, Associate
Northcentral Technical College 1989 — 1991
Associate's degree, Residential Design and Construction Technology
Mosinee High School 1980 — 1984
World Financial Group October 2013 - Present
Wausau Elks B.P.O.E Lodge #248 May 2011 - Present
National Mutual Benefit February 2013 - October 2013
Bankers Life and Casualty January 2012 - November 2012
K-Tech March 2005 - March 2009
Skills
Fixed Annuities, Sales, Leadership, Retirement, Disability Insurance, Customer Service, Health Insurance, Life Insurance, Term Life Insurance, Long-term Care, Medicare, General Insurance, Employee Benefits, Insurance, Team Building, Management, Strategic Planning, Sales Management, Marketing
Education
Northcentral Technical College 2010 — 2012
Computer Programming, Computer Science, Associate
Northcentral Technical College 1989 — 1991
Associate's degree, Residential Design and Construction Technology
Mosinee High School 1980 — 1984
Fadi Douglas Osmano Fadi Douglas Osmano's World Financial Group Experience February 1999 - September 2001
Job Associate Broker at Cicero Hospitality Group
Industry Investment Management
Experience
Cicero Hospitality Group March 2015 - Present
Loan Simple, Inc January 2014 - Present
First National Bank of Layton January 2013 - May 2013
Esquire Realty & Flagstone Group June 2009 - December 2012
Quiznos Franchise May 2005 - May 2009
Pearson Ford August 2001 - June 2005
World Financial Group February 1999 - September 2001
Skills
Real Estate, Mortgage Lending, Short Sales, Sales, Loans, First Time Home Buyers, Foreclosures, Refinance, Investment Properties, Residential Homes, Commercial Real Estate, Sellers, Real Estate Financing, REO, Buyer Representation, General Contracting, Hotel Asset Management, Commercial property..., Finance, Property Management
Education
San Diego State University-California State University 1995 — 1999
Associate's degree, Business and Communications
Cicero Hospitality Group March 2015 - Present
Loan Simple, Inc January 2014 - Present
First National Bank of Layton January 2013 - May 2013
Esquire Realty & Flagstone Group June 2009 - December 2012
Quiznos Franchise May 2005 - May 2009
Pearson Ford August 2001 - June 2005
World Financial Group February 1999 - September 2001
Skills
Real Estate, Mortgage Lending, Short Sales, Sales, Loans, First Time Home Buyers, Foreclosures, Refinance, Investment Properties, Residential Homes, Commercial Real Estate, Sellers, Real Estate Financing, REO, Buyer Representation, General Contracting, Hotel Asset Management, Commercial property..., Finance, Property Management
Education
San Diego State University-California State University 1995 — 1999
Associate's degree, Business and Communications
Rob Konarski Rob Konarski's World Financial Group Experience March 2006 - July 2007
Job Business Analyst at IGATE
Industry Computer Software
Experience
IGATE October 2014 - Present
Kforce Inc 1980 - 2015
Kforce Inc 1980 - 2015
Coventry Health Care, an Aetna Company 2012 - 2014
Applied Knowledge Institute April 2008 - October 2011
Tek Systems July 2006 - February 2009
Erie Insurance Group 2008 - 2009
World Financial Group March 2006 - July 2007
Highmark March 1987 - April 2003
Bayer Industry Services March 1986 - November 1986
Skills
SDLC, Program Management, Agile Methodologies, Business Analysis, Project Management, Integration, Testing
Education
New Horizons Computer Learning Centers 2003 — 2003
MCSE
Robert Morris University 1978 — 1979
Marketing
Community College of Beaver County 1975 — 1976
Associates, Information Technology
Center High School 1971 — 1974
IGATE October 2014 - Present
Kforce Inc 1980 - 2015
Kforce Inc 1980 - 2015
Coventry Health Care, an Aetna Company 2012 - 2014
Applied Knowledge Institute April 2008 - October 2011
Tek Systems July 2006 - February 2009
Erie Insurance Group 2008 - 2009
World Financial Group March 2006 - July 2007
Highmark March 1987 - April 2003
Bayer Industry Services March 1986 - November 1986
Skills
SDLC, Program Management, Agile Methodologies, Business Analysis, Project Management, Integration, Testing
Education
New Horizons Computer Learning Centers 2003 — 2003
MCSE
Robert Morris University 1978 — 1979
Marketing
Community College of Beaver County 1975 — 1976
Associates, Information Technology
Center High School 1971 — 1974
NICHOLAS BRILEY NICHOLAS BRILEY's World Financial Group Experience September 2007 - December 2009
Job Management Agent
Industry Utilities
Experience
Dominion Virginia Power October 2010 - Present
Dominion Virginia Power August 2011 - Present
Dominion Virginia Power February 2008 - October 2010
Dominion Virginia Power February 2008 - October 2010
World Financial Group (WFG) September 2007 - December 2009
WORLD FINANCIAL GROUP September 2007 - December 2009
NORTHROP GRUMMAN September 2006 - February 2008
Northrop Grumman Mission Systems May 2004 - February 2008
NORTHROP GRUMMAN May 2004 - September 2006
YMCA May 2002 - August 2003
Skills
Microsoft Office, AutoCAD, Customer Service, Process Improvement, Analysis, Leadership, Program Management, Public Speaking, Outlook, Training, Project Planning, PowerPoint, Project Management, Microsoft Excel, Data Analysis, Strategic Planning, Event Planning, Microsoft Word, Research, Team Building, Public Relations, Marketing, Inventory Management, Budgets, Policy, Nonprofits, Business Development, Customer Satisfaction, Windows, Human Resources, Contract Management, Sales, Time Management, Management, Leadership Development, Community Outreach, Strategy, Entrepreneurship
Education
Strayer University 2005 — 2008
MBA, MANAGEMENT
Strayer University 2005 — 2008
MBA, Management
Virginia State University 1999 — 2004
BS, INDUSTRIAL TECHNOLOGY
Dominion Virginia Power October 2010 - Present
Dominion Virginia Power August 2011 - Present
Dominion Virginia Power February 2008 - October 2010
Dominion Virginia Power February 2008 - October 2010
World Financial Group (WFG) September 2007 - December 2009
WORLD FINANCIAL GROUP September 2007 - December 2009
NORTHROP GRUMMAN September 2006 - February 2008
Northrop Grumman Mission Systems May 2004 - February 2008
NORTHROP GRUMMAN May 2004 - September 2006
YMCA May 2002 - August 2003
Skills
Microsoft Office, AutoCAD, Customer Service, Process Improvement, Analysis, Leadership, Program Management, Public Speaking, Outlook, Training, Project Planning, PowerPoint, Project Management, Microsoft Excel, Data Analysis, Strategic Planning, Event Planning, Microsoft Word, Research, Team Building, Public Relations, Marketing, Inventory Management, Budgets, Policy, Nonprofits, Business Development, Customer Satisfaction, Windows, Human Resources, Contract Management, Sales, Time Management, Management, Leadership Development, Community Outreach, Strategy, Entrepreneurship
Education
Strayer University 2005 — 2008
MBA, MANAGEMENT
Strayer University 2005 — 2008
MBA, Management
Virginia State University 1999 — 2004
BS, INDUSTRIAL TECHNOLOGY
Gladys Yu Zhang Gladys Yu Zhang's World Financial Group Experience October 2007 - September 2008
Job Accounting Intern at Lake Street Landscape Supply, LLC
Industry Accounting
Experience
Lake Street Landscape Supple October 2010 - September 2011
BSR (Business for Social Responsibility) June 2010 - August 2010
PwC July 2008 - August 2010
World Financial Group October 2007 - September 2008
Skills
Quickbooks, Microsoft Office, Mandarin, Fluent in Cantonese, Lotus, Access, Accounting, Inventory Management, Invoicing, Excel, Word, Auditing, PowerPoint
Education
University of Illinois at Chicago 2010 — 2011
Master of Science, Accounting
University at Albany, SUNY 2007 — 2010
Bachelor of Science, Accounting, Business Administration
Lake Street Landscape Supple October 2010 - September 2011
BSR (Business for Social Responsibility) June 2010 - August 2010
PwC July 2008 - August 2010
World Financial Group October 2007 - September 2008
Skills
Quickbooks, Microsoft Office, Mandarin, Fluent in Cantonese, Lotus, Access, Accounting, Inventory Management, Invoicing, Excel, Word, Auditing, PowerPoint
Education
University of Illinois at Chicago 2010 — 2011
Master of Science, Accounting
University at Albany, SUNY 2007 — 2010
Bachelor of Science, Accounting, Business Administration
Shun Suzuki Shun Suzuki's World Financial Group Experience April 2006 - September 2009
Job Technology startup
Industry Information Technology and Services
Experience
Rydus Global, Inc. July 2015 - Present
Aflac July 2014 - Present
New York Life Insurance Company May 2011 - October 2013
MassMutual Financial Group September 2009 - May 2011
Westside Brokers November 2008 - January 2010
World Financial Group April 2006 - September 2009
Diamond Lenders 2007 - 2008
Keller Williams Realty Brentwood 2006 - 2007
Hayashi Syndication Group 2004 - 2005
United Television Systems April 2002 - October 2004
Skills
Real Estate, New Business Development, Single Family Homes, Finance, Short Sales, Condos, Foreclosures, Real Estate Transactions, Insurance, Residential Homes, Sellers, Retirement, Relocation, Commercial Real Estate, First Time Home Buyers, Estate Planning, Life Insurance, REO, Selling, Investment Properties, Marketing, Property, Real Estate Development, Investments, Small Business, Negotiation, Mortgage Lending, Strategic Planning, Investors, Referrals, Brokerage, FHA, Loans, Real Estate Economics, Real Estate Financing, Financial Services, Refinance, Underwriting, Sales
Education
Santa Barbara City College 1981 — 1982
Electronic Music, Computer Science
San Diego State University-California State University 1979 — 1981
Linguisitics
University of California San Diego 1978 — 1979
Linguisitics
Rydus Global, Inc. July 2015 - Present
Aflac July 2014 - Present
New York Life Insurance Company May 2011 - October 2013
MassMutual Financial Group September 2009 - May 2011
Westside Brokers November 2008 - January 2010
World Financial Group April 2006 - September 2009
Diamond Lenders 2007 - 2008
Keller Williams Realty Brentwood 2006 - 2007
Hayashi Syndication Group 2004 - 2005
United Television Systems April 2002 - October 2004
Skills
Real Estate, New Business Development, Single Family Homes, Finance, Short Sales, Condos, Foreclosures, Real Estate Transactions, Insurance, Residential Homes, Sellers, Retirement, Relocation, Commercial Real Estate, First Time Home Buyers, Estate Planning, Life Insurance, REO, Selling, Investment Properties, Marketing, Property, Real Estate Development, Investments, Small Business, Negotiation, Mortgage Lending, Strategic Planning, Investors, Referrals, Brokerage, FHA, Loans, Real Estate Economics, Real Estate Financing, Financial Services, Refinance, Underwriting, Sales
Education
Santa Barbara City College 1981 — 1982
Electronic Music, Computer Science
San Diego State University-California State University 1979 — 1981
Linguisitics
University of California San Diego 1978 — 1979
Linguisitics
Bob Gaston Bob Gaston's World Financial Group Experience 1994 - 2001
Job Executive Marketing Director at TransAmerica Financial Advisors & World Financial Group
Industry Financial Services
Experience
TransAmerica Financial Advisors & World Financial Group June 2012 - Present
Financial Broker Group, Inc. January 2010 - September 2012
Agents of America September 2009 - March 2010
United First Financial February 2008 - September 2009
World Marketing Alliance 1994 - 2001
World Financial Group 1994 - 2001
A.L. Williams 1984 - 1994
Primerica Financial Services 1984 - 1994
AL Williamas 1984 - 1994
Skills
Strategic Planning, Entrepreneurship, Team Building, Banking, Small Business, Mortgage Lending, Strategic Financial..., Retirement Planning, Finance, B2B, Insurance, Mortgage Banking, New Business Development, Investments
Education
The University of Texas-Pan American 1976 — 1978
Edinburg High School 1972 — 1976
Grad
TransAmerica Financial Advisors & World Financial Group June 2012 - Present
Financial Broker Group, Inc. January 2010 - September 2012
Agents of America September 2009 - March 2010
United First Financial February 2008 - September 2009
World Marketing Alliance 1994 - 2001
World Financial Group 1994 - 2001
A.L. Williams 1984 - 1994
Primerica Financial Services 1984 - 1994
AL Williamas 1984 - 1994
Skills
Strategic Planning, Entrepreneurship, Team Building, Banking, Small Business, Mortgage Lending, Strategic Financial..., Retirement Planning, Finance, B2B, Insurance, Mortgage Banking, New Business Development, Investments
Education
The University of Texas-Pan American 1976 — 1978
Edinburg High School 1972 — 1976
Grad
Darren Vaughn Darren Vaughn's World Financial Group Experience March 2005 - June 2008
Job Director of Sales and Marketing at Embassy Suites
Industry Hospitality
Experience
Embassy Suites April 2014 - Present
Forty Winks September 2012 - Present
Westchester Elks Lodge April 2007 - Present
Embassy Suites LAX North April 2007 - October 2011
World Financial Group March 2005 - June 2008
Doubletree Hotel Anaheim/Orange 2002 - 2005
Courtyard by Marriott 1999 - 2001
Crowne Plaza San Jose 1995 - 1999
Skills
Hospitality Management, Hotels, Hotel Management, Customer Relations, Customer Service, Budgeting, Event Management, Hospitality, Online Marketing, Social Media Marketing, Budgets, Sales, Management, Hospitality Industry, Revenue Analysis, Tourism, Resorts, Catering, Pre-opening, Front Office, Food & Beverage, Meeting Planning, Yield Management, Trade Shows, OnQ, Restaurants, Hotel Booking, Opening Hotels, Banquets, Leisure, Rooms Division
Education
University of Nevada-Las Vegas 1987 — 1989
Bachelor of Science, Hotel Resteraunt Management
San Jose State University 1985 — 1987
Santa Clara High School 1982 — 1985
High School Diploma
Embassy Suites April 2014 - Present
Forty Winks September 2012 - Present
Westchester Elks Lodge April 2007 - Present
Embassy Suites LAX North April 2007 - October 2011
World Financial Group March 2005 - June 2008
Doubletree Hotel Anaheim/Orange 2002 - 2005
Courtyard by Marriott 1999 - 2001
Crowne Plaza San Jose 1995 - 1999
Skills
Hospitality Management, Hotels, Hotel Management, Customer Relations, Customer Service, Budgeting, Event Management, Hospitality, Online Marketing, Social Media Marketing, Budgets, Sales, Management, Hospitality Industry, Revenue Analysis, Tourism, Resorts, Catering, Pre-opening, Front Office, Food & Beverage, Meeting Planning, Yield Management, Trade Shows, OnQ, Restaurants, Hotel Booking, Opening Hotels, Banquets, Leisure, Rooms Division
Education
University of Nevada-Las Vegas 1987 — 1989
Bachelor of Science, Hotel Resteraunt Management
San Jose State University 1985 — 1987
Santa Clara High School 1982 — 1985
High School Diploma
Jim Faulkenberry, MSM Jim Faulkenberry, MSM's World Financial Group Experience January 2011 - 2012
Job Collection Recovery Specialist Team at Resurgent Capital Services
Industry Consumer Services
Experience
Resurgent Capital Services May 2004 - Present
World Financial Group January 2011 - 2012
Friedmans Jewelers November 1993 - August 2003
Sterling Jewelers(Osterman Brand) November 1990 - November 1993
Faulkenberry -Owings Jewelers August 1989 - November 1991
The Apartment Network April 1988 - August 1990
The Diamond Exchange August 1986 - August 1989
Zales Jewelers October 1981 - June 1984
Skills
Call Center, Customer Service, Customer Satisfaction, Microsoft Excel, Sales, Financial Analysis, Inventory Management, Forecasting, Outlook, Human Resources, Retail, Call Centers, Management, Leadership
Education
Southern Wesleyan University 2008 — 2015
Master’s Degree, Business Administration, Management and Operations, 3.44
Southern Weslyan University 2011 — 2012
Master of Science (MS), Business Administration and Management, General
University of Missouri-Columbia 1973 — 1976
General studies-pre-journalism
Resurgent Capital Services May 2004 - Present
World Financial Group January 2011 - 2012
Friedmans Jewelers November 1993 - August 2003
Sterling Jewelers(Osterman Brand) November 1990 - November 1993
Faulkenberry -Owings Jewelers August 1989 - November 1991
The Apartment Network April 1988 - August 1990
The Diamond Exchange August 1986 - August 1989
Zales Jewelers October 1981 - June 1984
Skills
Call Center, Customer Service, Customer Satisfaction, Microsoft Excel, Sales, Financial Analysis, Inventory Management, Forecasting, Outlook, Human Resources, Retail, Call Centers, Management, Leadership
Education
Southern Wesleyan University 2008 — 2015
Master’s Degree, Business Administration, Management and Operations, 3.44
Southern Weslyan University 2011 — 2012
Master of Science (MS), Business Administration and Management, General
University of Missouri-Columbia 1973 — 1976
General studies-pre-journalism
Ted Tokuda's World Financial Group Experience September 2009 - December 2009
Job Senior Associate at Donlin, Recano & Company, Inc.
Industry Higher Education
Experience
Donlin, Recano & Company, Inc. April 2015 - Present
Donlin, Recano & Company, Inc. 2014 - 2015
Taylor Rafferty 2012 - 2014
Taylor Rafferty 2011 - 2012
World Financial Group September 2009 - December 2009
Skills
Investor Relations, Capital Markets, Hedge Funds, Emerging Markets, Management, Social Media
Education
NYU 2008 — 2012
Bachelor, Economics
Ballard
Donlin, Recano & Company, Inc. April 2015 - Present
Donlin, Recano & Company, Inc. 2014 - 2015
Taylor Rafferty 2012 - 2014
Taylor Rafferty 2011 - 2012
World Financial Group September 2009 - December 2009
Skills
Investor Relations, Capital Markets, Hedge Funds, Emerging Markets, Management, Social Media
Education
NYU 2008 — 2012
Bachelor, Economics
Ballard
Gabriel DeAnda Gabriel DeAnda's World Financial Group Experience January 2006 - November 2008
Job Major Accounts District Manager at ADP
Industry Information Technology and Services
Experience
ADP August 2013 - Present
Pure Nutrition August 2013 - Present
Horizon Community Church January 2007 - Present
Pure Pantry May 2015 - May 2015
PrideStaff April 2013 - July 2013
PrideStaff September 2012 - April 2013
PrideStaff August 2011 - September 2012
Romano's Macaroni Grill September 2007 - August 2011
Mediation Center of San Joaquin June 2010 - November 2010
World Financial Group January 2006 - November 2008
Skills
PowerPoint, Public Speaking, Customer Service, Client Relationship..., Acoustic Guitar, Microsoft Word, Microsoft Excel, Marketing, Payroll, Strategic Planning, Leadership, Training, Social Media, Retail, Team Building, CRM, Singing, Human Resources, Social Networking, Management, Marketing Strategy, Recruiting, Public Relations, Cold Calling, B2B, Entrepreneurship, Nonprofits, Event Management, Customer Satisfaction, Conflict Resolution, Sales, Financial Analysis, Microsoft Office, Insurance, Team Leadership, Event Planning, Community Outreach, Budgets, Data Entry, Marketing Communications, Market Research, Advertising, Facebook, Social Media Marketing, Teamwork, Time Management, Salesforce.com, ADP Payroll, Fitness, Nutrition
Education
University of the Pacific - Eberhardt School of Business 2009 — 2011
B.S. Degree, Business: Marketing and Entrepreneurship
San Joaquin Delta College 2007 — 2009
AA, Business, Liberal Arts and Sciences
ADP August 2013 - Present
Pure Nutrition August 2013 - Present
Horizon Community Church January 2007 - Present
Pure Pantry May 2015 - May 2015
PrideStaff April 2013 - July 2013
PrideStaff September 2012 - April 2013
PrideStaff August 2011 - September 2012
Romano's Macaroni Grill September 2007 - August 2011
Mediation Center of San Joaquin June 2010 - November 2010
World Financial Group January 2006 - November 2008
Skills
PowerPoint, Public Speaking, Customer Service, Client Relationship..., Acoustic Guitar, Microsoft Word, Microsoft Excel, Marketing, Payroll, Strategic Planning, Leadership, Training, Social Media, Retail, Team Building, CRM, Singing, Human Resources, Social Networking, Management, Marketing Strategy, Recruiting, Public Relations, Cold Calling, B2B, Entrepreneurship, Nonprofits, Event Management, Customer Satisfaction, Conflict Resolution, Sales, Financial Analysis, Microsoft Office, Insurance, Team Leadership, Event Planning, Community Outreach, Budgets, Data Entry, Marketing Communications, Market Research, Advertising, Facebook, Social Media Marketing, Teamwork, Time Management, Salesforce.com, ADP Payroll, Fitness, Nutrition
Education
University of the Pacific - Eberhardt School of Business 2009 — 2011
B.S. Degree, Business: Marketing and Entrepreneurship
San Joaquin Delta College 2007 — 2009
AA, Business, Liberal Arts and Sciences
Mike Hinsvark Mike Hinsvark's World Financial Group Experience June 1995 - February 2010
Job Founder,Virtual Financial
Industry Human Resources
Experience
Virtual Financial March 2010 - Present
Creative Worldwide Media July 2009 - Present
Approval Warehouse August 2011 - August 2012
Likes Local Google Certifed Partner June 2009 - October 2010
World Financial Group June 1995 - February 2010
World Financial Group (WFG) 1999 - 2009
Skills
Team Building, Public Speaking, People Skills, Small Business, Entrepreneurship, Online Advertising, Sales Operations, Customer Retention, Business Planning, Finance, Account Management, Training, Marketing, Budgets, Strategy, Social Media Marketing, Social Networking, Leadership, Team Leadership, Social Media, Sales, Selling, Customer Service, Strategic Planning, Marketing Strategy, Online Marketing, Sales Management, Email Marketing, Lead Generation, Negotiation, Business Strategy, Business Development, Start-ups, Digital Marketing, Advertising, SEO, Cold Calling, New Business Development, Coaching, B2B, Strategic Partnerships, Sales Process, SEM, Google Adwords, Networking, Direct Sales, Contract Negotiation, Leadership Development, Marketing Communications, Mobile Marketing
Education
San Diego State University-California State University 1982 — 1986
BS, Business Administration, Information Systems
San Diego State University-California State University 1980 — 1986
BS, Business Information Systems
Virtual Financial March 2010 - Present
Creative Worldwide Media July 2009 - Present
Approval Warehouse August 2011 - August 2012
Likes Local Google Certifed Partner June 2009 - October 2010
World Financial Group June 1995 - February 2010
World Financial Group (WFG) 1999 - 2009
Skills
Team Building, Public Speaking, People Skills, Small Business, Entrepreneurship, Online Advertising, Sales Operations, Customer Retention, Business Planning, Finance, Account Management, Training, Marketing, Budgets, Strategy, Social Media Marketing, Social Networking, Leadership, Team Leadership, Social Media, Sales, Selling, Customer Service, Strategic Planning, Marketing Strategy, Online Marketing, Sales Management, Email Marketing, Lead Generation, Negotiation, Business Strategy, Business Development, Start-ups, Digital Marketing, Advertising, SEO, Cold Calling, New Business Development, Coaching, B2B, Strategic Partnerships, Sales Process, SEM, Google Adwords, Networking, Direct Sales, Contract Negotiation, Leadership Development, Marketing Communications, Mobile Marketing
Education
San Diego State University-California State University 1982 — 1986
BS, Business Administration, Information Systems
San Diego State University-California State University 1980 — 1986
BS, Business Information Systems
Jason Gantt's World Financial Group Experience July 2009 - Present
Job Guaranteed Income & Growth
Industry Financial Services
Experience
World Financial Group July 2009 - Present
AEGON/World Group Securities, Inc. January 2003 - June 2009
Gilman & Ciocia/Prime Capital Services, Inc. May 1998 - August 2002
Education
State University of New York at New Paltz 1995 — 1998
Bachelor of Science, Business Administration
World Financial Group July 2009 - Present
AEGON/World Group Securities, Inc. January 2003 - June 2009
Gilman & Ciocia/Prime Capital Services, Inc. May 1998 - August 2002
Education
State University of New York at New Paltz 1995 — 1998
Bachelor of Science, Business Administration
Steve Yang Steve Yang's World Financial Group Experience May 2008 - June 2010
Job Investment Management Professional
Industry Financial Services
Experience
Cabot Lodge Securities – Alternative Investment 2012 - Present
Councilor’s Office, New York City Council September 2010 - August 2011
Citi June 2010 - August 2010
World Financial Group May 2008 - June 2010
Skills
Series 6, Series 7, Series 63, Life & Health Insurance..., Microsoft Suites, Investment Banking, Alternative Investments, Private Placements, REIT, Equity Derivatives, Valuation, Due Diligence, Portfolio Management, Public Finance, Municipal Bonds, Project Finance
Education
Columbia University
Pace University - Lubin School of Business
State University of New York College at Oswego
Cabot Lodge Securities – Alternative Investment 2012 - Present
Councilor’s Office, New York City Council September 2010 - August 2011
Citi June 2010 - August 2010
World Financial Group May 2008 - June 2010
Skills
Series 6, Series 7, Series 63, Life & Health Insurance..., Microsoft Suites, Investment Banking, Alternative Investments, Private Placements, REIT, Equity Derivatives, Valuation, Due Diligence, Portfolio Management, Public Finance, Municipal Bonds, Project Finance
Education
Columbia University
Pace University - Lubin School of Business
State University of New York College at Oswego
Gary Gonzalez Gary Gonzalez's World Financial Group Experience 2000 - 2006
Job Retired
Industry Investment Banking
Experience
Retirment March 2014 - Present
Amerisave Mortgage April 2011 - March 2013
First Century Bank May 2010 - July 2010
United First October 2006 - February 2010
Extreme Mortgage of America 1998 - 2009
World Financial Group 2000 - 2006
World Marketing Alliance 2000 - 2006
Century 21 1980 - 1991
Century 21 of the southeast 1980 - 1991
Skills
Mortgage Lending, Refinance, FHA, Loans, Referrals, Loan Origination, Finance, Licensing, Customer Service, NMLS, Real Estate, Mortgage Banking, REO, First Time Home Buyers, Sellers, Investment Properties, Foreclosures, Reverse Mortgages, Licensing with NMLS,...
Education
Texas Lutheran University 1976 — 1978
Bachelors of Arts, Accounting
University of South Florida 1969 — 1972
AA, Accounting
Retirment March 2014 - Present
Amerisave Mortgage April 2011 - March 2013
First Century Bank May 2010 - July 2010
United First October 2006 - February 2010
Extreme Mortgage of America 1998 - 2009
World Financial Group 2000 - 2006
World Marketing Alliance 2000 - 2006
Century 21 1980 - 1991
Century 21 of the southeast 1980 - 1991
Skills
Mortgage Lending, Refinance, FHA, Loans, Referrals, Loan Origination, Finance, Licensing, Customer Service, NMLS, Real Estate, Mortgage Banking, REO, First Time Home Buyers, Sellers, Investment Properties, Foreclosures, Reverse Mortgages, Licensing with NMLS,...
Education
Texas Lutheran University 1976 — 1978
Bachelors of Arts, Accounting
University of South Florida 1969 — 1972
AA, Accounting
Raynauld Lamon Raynauld Lamon's World Financial Group Experience June 2010 - Present
Job Investment and Insurance Sales Representative at World Financial Group (MBA Student University of South Florida)
Industry Insurance
Experience
World Financial Group June 2010 - Present
international profit associates September 2008 - January 2009
Roosevelt University August 2006 - August 2007
Northwestern University August 2005 - March 2006
the University of Chicago May 2004 - May 2005
the Ohio State University June 2000 - June 2004
the university of notre dame January 1994 - June 2000
Witco Chemical November 1991 - August 1993
Nalco Chemical April 1990 - April 1991
the United Parcel Service April 1987 - April 1990
Education
the University of South Florida 2012 — 2015
MBA, Finance, 3.2
Argosy University Chicago 2009 — 2012
Finance and Investments, 3.4
The Ohio State University 2000 — 2003
CE, Economics and Finance, 3.3
University of Notre Dame 1994 — 2000
Ph.D., Organic Chemistry, 3.524
University of Illinois at Chicago 1986 — 1991
Biochemistry
World Financial Group June 2010 - Present
international profit associates September 2008 - January 2009
Roosevelt University August 2006 - August 2007
Northwestern University August 2005 - March 2006
the University of Chicago May 2004 - May 2005
the Ohio State University June 2000 - June 2004
the university of notre dame January 1994 - June 2000
Witco Chemical November 1991 - August 1993
Nalco Chemical April 1990 - April 1991
the United Parcel Service April 1987 - April 1990
Education
the University of South Florida 2012 — 2015
MBA, Finance, 3.2
Argosy University Chicago 2009 — 2012
Finance and Investments, 3.4
The Ohio State University 2000 — 2003
CE, Economics and Finance, 3.3
University of Notre Dame 1994 — 2000
Ph.D., Organic Chemistry, 3.524
University of Illinois at Chicago 1986 — 1991
Biochemistry
Carl F. Logan Carl F. Logan's World Financial Group Experience February 1997 - Present
Job World Financial Group, Independent Representative
Industry Financial Services
Experience
World Financial Group February 1997 - Present
US Navy March 1976 - June 1999
Education
Naval Postgraduate School 1988 — 1989
Financial Management
Bethune-Cookman University 1970 — 1973
BS Business Administration, Business and Accounting
World Financial Group February 1997 - Present
US Navy March 1976 - June 1999
Education
Naval Postgraduate School 1988 — 1989
Financial Management
Bethune-Cookman University 1970 — 1973
BS Business Administration, Business and Accounting
Josh Schwieterman Josh Schwieterman's World Financial Group Experience February 2007 - Present
Job Investment Advisory Representative at Transamerica Financial Advisors, Inc. Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division January 2012 - Present
World Financial Group February 2007 - Present
Sinclair Community College September 2005 - August 2008
Education
Sinclair Community College 2005 — 2008
Business Management
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division January 2012 - Present
World Financial Group February 2007 - Present
Sinclair Community College September 2005 - August 2008
Education
Sinclair Community College 2005 — 2008
Business Management
Matt Ceccato's World Financial Group Experience November 1999 - August 2003
Job Support Analyst at Amplify
Industry Information Technology and Services
Experience
Amplify August 2013 - Present
Wireless Generation February 2013 - June 2013
Wireless Generation July 2012 - February 2013
oDesk Freelancer November 2011 - January 2012
World Financial Group Inc. (WFG) July 2008 - July 2011
World Financial Group (WFG) August 2003 - July 2008
World Financial Group November 1999 - August 2003
World Financial Group November 1998 - November 1999
World Financial Group June 1997 - March 1999
World Financial Group (WFG) February 1997 - June 1997
Skills
Blogging, Social Media, Customer Relations, Writing, Proofreading, Customer Service, Facebook, Social Networking, Copy Editing, Social Media Marketing, Editing, Microsoft Office, Technical Support, Mac OS, iOS, Training & Development, Technical Writing, Post-sales Support, Data Entry, Research, Productivity Improvement, Copywriting, SEO, Outlook, Public Speaking, Online Marketing, Salesforce.com, SaaS, CRM, Long-term Customer..., Leadership, Troubleshooting, Windows, WordPress, Sales, E-Learning, Software Documentation, Quality Assurance, Content Management, Web Content Management, Creative Writing, Newsletters, Access, Time Management, Storytelling, Web Content, Multimedia, Visio, Email Marketing, Data Analysis
Education
University of Phoenix 2012 — 2013
Master of Information Science (MIS), Information Technology
The University of Georgia 1992 — 1996
BA, Spanish
Amplify August 2013 - Present
Wireless Generation February 2013 - June 2013
Wireless Generation July 2012 - February 2013
oDesk Freelancer November 2011 - January 2012
World Financial Group Inc. (WFG) July 2008 - July 2011
World Financial Group (WFG) August 2003 - July 2008
World Financial Group November 1999 - August 2003
World Financial Group November 1998 - November 1999
World Financial Group June 1997 - March 1999
World Financial Group (WFG) February 1997 - June 1997
Skills
Blogging, Social Media, Customer Relations, Writing, Proofreading, Customer Service, Facebook, Social Networking, Copy Editing, Social Media Marketing, Editing, Microsoft Office, Technical Support, Mac OS, iOS, Training & Development, Technical Writing, Post-sales Support, Data Entry, Research, Productivity Improvement, Copywriting, SEO, Outlook, Public Speaking, Online Marketing, Salesforce.com, SaaS, CRM, Long-term Customer..., Leadership, Troubleshooting, Windows, WordPress, Sales, E-Learning, Software Documentation, Quality Assurance, Content Management, Web Content Management, Creative Writing, Newsletters, Access, Time Management, Storytelling, Web Content, Multimedia, Visio, Email Marketing, Data Analysis
Education
University of Phoenix 2012 — 2013
Master of Information Science (MIS), Information Technology
The University of Georgia 1992 — 1996
BA, Spanish
PJ Geronimo's World Financial Group Experience January 2007 - Present
Job Pharmacy Technician at CVS Caremark Corporation
Industry Financial Services
Experience
DJ Twinstrike September 2010 - Present
CVS Caremark Corporation August 2014 - Present
Brian Luu's Entertainment June 2008 - Present
World Financial Group January 2007 - Present
The Sharper Image December 2007 - June 2008
The Sharper Image October 2007 - January 2008
Gravity March 2005 - November 2007
The Sharper Image March 2006 - October 2007
Skills
Band, Music, Customer Service, Sales, Online Marketing, Facebook, Musical Theatre, Product Development, Entrepreneurship, Marketing, DJ
Education
Raritan Valley Community College 2005 — 2007
Biotechnology
Union County College 2003 — 2005
Chemical Engineering
Stevens Institute of Technology 2002 — 2003
Computer Engineering
Seton Hall Preparatory School 1998 — 2002
High School Degree, High School
DJ Twinstrike September 2010 - Present
CVS Caremark Corporation August 2014 - Present
Brian Luu's Entertainment June 2008 - Present
World Financial Group January 2007 - Present
The Sharper Image December 2007 - June 2008
The Sharper Image October 2007 - January 2008
Gravity March 2005 - November 2007
The Sharper Image March 2006 - October 2007
Skills
Band, Music, Customer Service, Sales, Online Marketing, Facebook, Musical Theatre, Product Development, Entrepreneurship, Marketing, DJ
Education
Raritan Valley Community College 2005 — 2007
Biotechnology
Union County College 2003 — 2005
Chemical Engineering
Stevens Institute of Technology 2002 — 2003
Computer Engineering
Seton Hall Preparatory School 1998 — 2002
High School Degree, High School
SANDRA HOY SANDRA HOY's World Financial Group Experience April 2004 - January 2005
Job Independent Agent at Insphere Insurance Solutions
Industry Financial Services
Experience
Insphere Insurance Solutions August 2010 - Present
Healthcare Hospice April 2010 - Present
Legacy Solutions Plus, LLC November 2007 - Present
BrokerHunter.com July 2007 - May 2008
Lakeside Renovations June 2005 - December 2007
Sterling Life Insurance Co January 2007 - May 2007
World Financial Group April 2004 - January 2005
World Financial Group (WFG) 2004 - 2005
Raymond James Financial Services 2002 - 2004
Harmon Financial Advisors 2000 - 2002
Skills
Medicare Supplements, Insurance
Education
University of Detroit Mercy 1973 — 1973
Social Work - Substance Abuse Treatment
University of Michigan 1973 — 1973
Social Work
Oakland University 1972 — 1973
Social Work - Substance Abuse Treatment
Oakland Community College 1971 — 1972
Social Work - Substance Abuse Treatment
Insphere Insurance Solutions August 2010 - Present
Healthcare Hospice April 2010 - Present
Legacy Solutions Plus, LLC November 2007 - Present
BrokerHunter.com July 2007 - May 2008
Lakeside Renovations June 2005 - December 2007
Sterling Life Insurance Co January 2007 - May 2007
World Financial Group April 2004 - January 2005
World Financial Group (WFG) 2004 - 2005
Raymond James Financial Services 2002 - 2004
Harmon Financial Advisors 2000 - 2002
Skills
Medicare Supplements, Insurance
Education
University of Detroit Mercy 1973 — 1973
Social Work - Substance Abuse Treatment
University of Michigan 1973 — 1973
Social Work
Oakland University 1972 — 1973
Social Work - Substance Abuse Treatment
Oakland Community College 1971 — 1972
Social Work - Substance Abuse Treatment
Dr. Jun Pioquinto Dr. Jun Pioquinto's World Financial Group Experience November 1998 - Present
Job Senior Marketing Director, WFG
Industry Consumer Services
Experience
Philippine American Chamber of Commerce of Oregon January 2014 - Present
Portland Seafarers Mission January 2000 - Present
World Financial Group November 1998 - Present
Toastmasters International District 7 July 2013 - July 2014
Skills
Public Speaking, Coaching, Team Building, Customer Service, Leadership Development, Community Outreach, Fundraising, Small Business, Student Affairs, Event Planning, Strategic Planning, Public Relations, Volunteer Management, Social Networking, Nonprofits, Staff Development, Entrepreneurship, Leadership
Education
Portland State University 1985 — 1995
Doctor of Education (Ed.D.), Educational Leadership and Administration, General
Mabini College 1980 — 1984
M.A. (Master of Arts in Education ), Education
Philippine American Chamber of Commerce of Oregon January 2014 - Present
Portland Seafarers Mission January 2000 - Present
World Financial Group November 1998 - Present
Toastmasters International District 7 July 2013 - July 2014
Skills
Public Speaking, Coaching, Team Building, Customer Service, Leadership Development, Community Outreach, Fundraising, Small Business, Student Affairs, Event Planning, Strategic Planning, Public Relations, Volunteer Management, Social Networking, Nonprofits, Staff Development, Entrepreneurship, Leadership
Education
Portland State University 1985 — 1995
Doctor of Education (Ed.D.), Educational Leadership and Administration, General
Mabini College 1980 — 1984
M.A. (Master of Arts in Education ), Education
Michelle (Ming) Zhou Michelle (Ming) Zhou's World Financial Group Experience Financial AnalystUCSF- School Of MedicineDecember 2003 - Present
Job at UCSF School Of Medicine
Industry Financial Services
Experience
World Financial Group Financial AnalystUCSF- School Of MedicineDecember 2003 - Present
Education
San Francisco State University, College of Business 2000 — 2002
World Financial Group Financial AnalystUCSF- School Of MedicineDecember 2003 - Present
Education
San Francisco State University, College of Business 2000 — 2002
Becky Young Becky Young's World Financial Group Experience June 2010 - July 2011
Job Production Scheduler at Honeywell Aerospace
Industry Government Administration
Experience
Honeywell Aerospace November 2013 - Present
Montgomery County Department of Job And Family Services May 2013 - November 2013
Miami Valley RainSoft October 2011 - February 2012
World Financial Group June 2010 - July 2011
Farmers Insurance Group November 2009 - June 2010
Dupont Electronic Polymers July 2006 - July 2009
Dupont Electronic Polymers January 1998 - June 2006
Celanese Corp December 1994 - January 1998
Southeastern Oklahoma State University December 1990 - February 1994
Sundowner Trailers, Inc December 1989 - December 1990
Skills
Customer Relations, Microsoft Office, Customer Service, Strategic Planning, Word, PowerPoint, Budgeting, Problem Solving, Coaching, Social Media, Excel, Team Building, Purchasing, Sales Management, Account Management, Research, Negotiation, Employee Relations, New Business Development, Business Strategy, Marketing Strategy, Planning, Administration, SAP, Business Planning, Mentoring, Advertising, Inventory Management, Operations Management, Team Leadership, Budgets, Microsoft Excel, Project Planning, Microsoft Word, Training, Marketing, Logistics, Management, Forecasting, Sales, Leadership, Data Analysis, Social Networking, Public Relations, Customer Satisfaction, Leadership Development, Market Research, Marketing Communications, Business Development, Project Management
Education
Southeastern Oklahoma State University 1984 — 1988
B.S, Secretarial Administration
Southeastern Oklahoma State University 1984 — 1988
Master's Degree, Business Administration
Honeywell Aerospace November 2013 - Present
Montgomery County Department of Job And Family Services May 2013 - November 2013
Miami Valley RainSoft October 2011 - February 2012
World Financial Group June 2010 - July 2011
Farmers Insurance Group November 2009 - June 2010
Dupont Electronic Polymers July 2006 - July 2009
Dupont Electronic Polymers January 1998 - June 2006
Celanese Corp December 1994 - January 1998
Southeastern Oklahoma State University December 1990 - February 1994
Sundowner Trailers, Inc December 1989 - December 1990
Skills
Customer Relations, Microsoft Office, Customer Service, Strategic Planning, Word, PowerPoint, Budgeting, Problem Solving, Coaching, Social Media, Excel, Team Building, Purchasing, Sales Management, Account Management, Research, Negotiation, Employee Relations, New Business Development, Business Strategy, Marketing Strategy, Planning, Administration, SAP, Business Planning, Mentoring, Advertising, Inventory Management, Operations Management, Team Leadership, Budgets, Microsoft Excel, Project Planning, Microsoft Word, Training, Marketing, Logistics, Management, Forecasting, Sales, Leadership, Data Analysis, Social Networking, Public Relations, Customer Satisfaction, Leadership Development, Market Research, Marketing Communications, Business Development, Project Management
Education
Southeastern Oklahoma State University 1984 — 1988
B.S, Secretarial Administration
Southeastern Oklahoma State University 1984 — 1988
Master's Degree, Business Administration
Corey Stickel's World Financial Group Experience October 2007 - Present
Job Senior Associate, World Financial Group
Industry Financial Services
Experience
World Financial Group October 2007 - Present
Bell Distribution Inc May 2004 - October 2009
Bell Distribution Inc 2006 - 2008
Telus Mobility September 2001 - May 2004
LifeLinks International Fellowship Inc January 2001 - January 2004
TELUS Communications Inc March 2001 - September 2001
Alberta Wireless Communications (AWC) May 1999 - March 2001
Education
The University of Lethbridge 1996 — 2000
Bachelor of Arts, Kinesiology
Mount Royal College Calgary
Physical Education Major; Education; Physical Education
World Financial Group October 2007 - Present
Bell Distribution Inc May 2004 - October 2009
Bell Distribution Inc 2006 - 2008
Telus Mobility September 2001 - May 2004
LifeLinks International Fellowship Inc January 2001 - January 2004
TELUS Communications Inc March 2001 - September 2001
Alberta Wireless Communications (AWC) May 1999 - March 2001
Education
The University of Lethbridge 1996 — 2000
Bachelor of Arts, Kinesiology
Mount Royal College Calgary
Physical Education Major; Education; Physical Education
Daphne Tsang, LL.B.'s World Financial Group Experience January 2015 - Present
Job Notary Public at MarkhamNotary
Industry Law Practice
Experience
World Financial Group January 2015 - Present
MarkhamNotary August 2011 - Present
Thomson Reuters Westlaw May 2002 - August 2006
Skills
Powers of Attorney, Estate Planning, Notary Public, Estate Administration, Wills, Trusts, Legal Assistance, Legal Research, Legal Issues, Legal Writing, Courts, Immigration Law, Family Law
Education
The University of British Columbia 1990 — 1993
LL.B.
University of Toronto 1986 — 1989
Bachelor of Arts, Hon., English
World Financial Group January 2015 - Present
MarkhamNotary August 2011 - Present
Thomson Reuters Westlaw May 2002 - August 2006
Skills
Powers of Attorney, Estate Planning, Notary Public, Estate Administration, Wills, Trusts, Legal Assistance, Legal Research, Legal Issues, Legal Writing, Courts, Immigration Law, Family Law
Education
The University of British Columbia 1990 — 1993
LL.B.
University of Toronto 1986 — 1989
Bachelor of Arts, Hon., English
Rasa Petrauskaite's World Financial Group Experience December 2012 - Present
Job Investment Adviser Representative at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. January 2015 - Present
World Financial Group December 2012 - Present
Life Technologies April 2011 - February 2012
Life Technologies December 2010 - February 2012
Life Technologies February 2010 - May 2010
Arbor Vita Corporation April 2009 - October 2009
Life Technologies February 2009 - September 2009
PacRimBio August 2008 - July 2009
Applied Biosystems June 2007 - August 2007
Stellar Somerset Gallery July 2006 - August 2006
Skills
Economics, Research, Statistics, Data Analysis, Microsoft Office, Writing, Public Speaking, Market Research, Customer Relations, Biotechnology Industry, Investment Management, Finance, Business Analysis, Customer Service, Microsoft Excel, Project Management, PowerPoint, Lifesciences, PCR, Management Consulting, Marketing, Competitive Analysis, Biotechnology, Investments
Education
UC Berkeley Extension 2012 — 2014
Certificate, Finance with specializations in Capital Markets and Investment Management
UC Berkeley Extension 2008 — 2009
Certificate, Biotech Business and Marketing
Swarthmore College 2004 — 2008
BA, Economics
Transamerica Financial Advisors, Inc. January 2015 - Present
World Financial Group December 2012 - Present
Life Technologies April 2011 - February 2012
Life Technologies December 2010 - February 2012
Life Technologies February 2010 - May 2010
Arbor Vita Corporation April 2009 - October 2009
Life Technologies February 2009 - September 2009
PacRimBio August 2008 - July 2009
Applied Biosystems June 2007 - August 2007
Stellar Somerset Gallery July 2006 - August 2006
Skills
Economics, Research, Statistics, Data Analysis, Microsoft Office, Writing, Public Speaking, Market Research, Customer Relations, Biotechnology Industry, Investment Management, Finance, Business Analysis, Customer Service, Microsoft Excel, Project Management, PowerPoint, Lifesciences, PCR, Management Consulting, Marketing, Competitive Analysis, Biotechnology, Investments
Education
UC Berkeley Extension 2012 — 2014
Certificate, Finance with specializations in Capital Markets and Investment Management
UC Berkeley Extension 2008 — 2009
Certificate, Biotech Business and Marketing
Swarthmore College 2004 — 2008
BA, Economics
Deanna Hart Deanna Hart's World Financial Group Experience September 2008 - September 2012
Job Editor, Writer, Photographer
Industry Writing and Editing
Experience
Georgia-Pacific LLC October 2012 - August 2015
World Financial Group September 2008 - September 2012
Community Health Foundation June 2010 - 2012
Penton Media 2005 - 2008
"I Do" for Brides Magazine June 2004 - August 2004
Atlanta Magazine June 2003 - August 2003
Skills
AP Style, Mac OS X, PC, InDesign, Microsoft Office, Social Media, Content Management..., Writing, Editing, Content Writing, Publications, Magazines, Web Content, Newsletters, Brochures, Marketing Materials, Copy Editing, Proofreading, Editorial, Journalism, Facebook, Marketing Communications, Corporate Communications, Fact-checking, Ghostwriting, Copywriting, Internal Communications, Photography, Magazine Articles, Freelance Writing, Photoshop, Blogging, Social Media Marketing, Marketing, Social Networking, Creative Writing, Content Management, Content Development, Web Content Management, Media Relations, Publishing
Education
Art Institute of Atlanta
Photographic Imaging
The University of Georgia 2002 — 2005
Master of Mass Communication, Mass Communications/Journalism
COLUMBIA COLLEGE
Bachelor of Arts, English
Pope High School
Georgia-Pacific LLC October 2012 - August 2015
World Financial Group September 2008 - September 2012
Community Health Foundation June 2010 - 2012
Penton Media 2005 - 2008
"I Do" for Brides Magazine June 2004 - August 2004
Atlanta Magazine June 2003 - August 2003
Skills
AP Style, Mac OS X, PC, InDesign, Microsoft Office, Social Media, Content Management..., Writing, Editing, Content Writing, Publications, Magazines, Web Content, Newsletters, Brochures, Marketing Materials, Copy Editing, Proofreading, Editorial, Journalism, Facebook, Marketing Communications, Corporate Communications, Fact-checking, Ghostwriting, Copywriting, Internal Communications, Photography, Magazine Articles, Freelance Writing, Photoshop, Blogging, Social Media Marketing, Marketing, Social Networking, Creative Writing, Content Management, Content Development, Web Content Management, Media Relations, Publishing
Education
Art Institute of Atlanta
Photographic Imaging
The University of Georgia 2002 — 2005
Master of Mass Communication, Mass Communications/Journalism
COLUMBIA COLLEGE
Bachelor of Arts, English
Pope High School
Rustam Tahiri Rustam Tahiri's World Financial Group Experience 2006 - Present
Job Cost Control Analyst (Contractor) at Shell Energy North America (Canada) Inc.
Industry Financial Services
Experience
Shell Energy North America (Canada) Inc. April 2012 - Present
World Financial Group 2006 - Present
Aga Khan Council for Prairies, Economic Planning Board January 2010 - December 2011
Skills
Strategic Planning, Strategic Financial..., Project Management, Financial Analysis, Mutual Funds, Entrepreneurship, Business Strategy, Business Analysis, Banking, Budgets, Microsoft Excel, Risk Management, Leadership, Team Building, Retirement Planning, Business Development, Teaching, Process Improvement, Finance, Analysis, Financial Modeling, Teamwork, Insurance, Personal Finance, Financial Planning
Education
Business Career College 2006 — 2006
LLQP Certification, Finance
Southern Alberta Institute of Technology 2004 — 2006
Electrical Engineering Technology
Shell Energy North America (Canada) Inc. April 2012 - Present
World Financial Group 2006 - Present
Aga Khan Council for Prairies, Economic Planning Board January 2010 - December 2011
Skills
Strategic Planning, Strategic Financial..., Project Management, Financial Analysis, Mutual Funds, Entrepreneurship, Business Strategy, Business Analysis, Banking, Budgets, Microsoft Excel, Risk Management, Leadership, Team Building, Retirement Planning, Business Development, Teaching, Process Improvement, Finance, Analysis, Financial Modeling, Teamwork, Insurance, Personal Finance, Financial Planning
Education
Business Career College 2006 — 2006
LLQP Certification, Finance
Southern Alberta Institute of Technology 2004 — 2006
Electrical Engineering Technology
Shin-Howe Chen's World Financial Group Experience March 2009 - July 2009
Job Marketing and Advertising
Industry Marketing and Advertising
Experience
Kongming Media January 2010 - Present
Westfield October 2010 - December 2010
Marketing SK April 2009 - November 2009
World Financial Group March 2009 - July 2009
The Mortgage Resolution Center March 2009 - May 2009
New Homes Directory.com September 2008 - January 2009
Circuit City September 2006 - March 2007
Best Buy May 2004 - June 2006
Henry's Marketplace March 2003 - August 2003
Skills
Foreign Languages, Social Media Marketing, Web 2.0, Web Design, Account Management, E-commerce, Blogging, Strategic Marketing..., Photography, Advertising, Management, Creative Writing, Strategic Creative..., Microsoft Office, Adobe Creative Suite, Entrepreneurship, Marketing, Sales, Leadership, Online Marketing, Online Advertising, Event Management, Email Marketing, Customer Service
Education
University of Phoenix-San Diego Campus 2010 — 2012
Master of Business Administration (M.B.A.), Global Management, 3.61
University of Phoenix 2006 — 2008
Bachelor of Science, Business Marketing
Palomar College 2005 — 2006
University of Arizona 2002 — 2004
Poway High School 1998 — 2002
Meadowbrook Middle School
Kongming Media January 2010 - Present
Westfield October 2010 - December 2010
Marketing SK April 2009 - November 2009
World Financial Group March 2009 - July 2009
The Mortgage Resolution Center March 2009 - May 2009
New Homes Directory.com September 2008 - January 2009
Circuit City September 2006 - March 2007
Best Buy May 2004 - June 2006
Henry's Marketplace March 2003 - August 2003
Skills
Foreign Languages, Social Media Marketing, Web 2.0, Web Design, Account Management, E-commerce, Blogging, Strategic Marketing..., Photography, Advertising, Management, Creative Writing, Strategic Creative..., Microsoft Office, Adobe Creative Suite, Entrepreneurship, Marketing, Sales, Leadership, Online Marketing, Online Advertising, Event Management, Email Marketing, Customer Service
Education
University of Phoenix-San Diego Campus 2010 — 2012
Master of Business Administration (M.B.A.), Global Management, 3.61
University of Phoenix 2006 — 2008
Bachelor of Science, Business Marketing
Palomar College 2005 — 2006
University of Arizona 2002 — 2004
Poway High School 1998 — 2002
Meadowbrook Middle School
Jamie Kaufman's World Financial Group Experience January 2002 - December 2004
Job Vice President of Sales at Eleetus
Industry Computer Games
Experience
Eleetus February 2015 - Present
Kiwanis International September 1992 - Present
Impact Business Design Group, LLC April 2010 - December 2014
aboutGolf Limited August 2009 - August 2010
aboutGolf Limited April 2009 - July 2009
aboutGolf Limited June 2008 - April 2009
aboutGolf Limited April 2006 - May 2008
aboutGolf Limited February 2006 - April 2006
MTB Oxygen & Equipment Company, Inc. January 2005 - January 2006
World Financial Group January 2002 - December 2004
Skills
Leadership, Sales Management, Start-ups, Strategic Planning, B2B, Project Management, New Business Development, Management, Leadership Development, Forecasting, Global Business..., Selling Skills, Marketing, CRM, Salesforce.com..., Sales, Golf, Training, Management Consulting, Salesforce.com, Zoho, Customer Service, Time Management, Strategy, Business Development, Networking, Business Planning, Business Strategy, Competitive Analysis, Sales Operations, Fundraising, Proposal Writing, Small Business, Selling, Coaching, Account Management, Team Building, Process Improvement, Budgets, Entrepreneurship, Marketing Strategy, Negotiation, Cross-functional Team..., Executive Management, Golf Simulators, Industrial Gases, Sales Training, Medical Gas
Education
Ohio University 1997 — 2001
BBA, Finance
Port Clinton High School 1993 — 1997
Eleetus February 2015 - Present
Kiwanis International September 1992 - Present
Impact Business Design Group, LLC April 2010 - December 2014
aboutGolf Limited August 2009 - August 2010
aboutGolf Limited April 2009 - July 2009
aboutGolf Limited June 2008 - April 2009
aboutGolf Limited April 2006 - May 2008
aboutGolf Limited February 2006 - April 2006
MTB Oxygen & Equipment Company, Inc. January 2005 - January 2006
World Financial Group January 2002 - December 2004
Skills
Leadership, Sales Management, Start-ups, Strategic Planning, B2B, Project Management, New Business Development, Management, Leadership Development, Forecasting, Global Business..., Selling Skills, Marketing, CRM, Salesforce.com..., Sales, Golf, Training, Management Consulting, Salesforce.com, Zoho, Customer Service, Time Management, Strategy, Business Development, Networking, Business Planning, Business Strategy, Competitive Analysis, Sales Operations, Fundraising, Proposal Writing, Small Business, Selling, Coaching, Account Management, Team Building, Process Improvement, Budgets, Entrepreneurship, Marketing Strategy, Negotiation, Cross-functional Team..., Executive Management, Golf Simulators, Industrial Gases, Sales Training, Medical Gas
Education
Ohio University 1997 — 2001
BBA, Finance
Port Clinton High School 1993 — 1997
Patrick Beronilla's World Financial Group Experience 2007 - September 2009
Job Dealer Partner Development Representative at Rifco National Auto Finance
Industry Automotive
Experience
Rifco National Auto Finance Corporation June 2015 - Present
Pro-Tech Seal June 2012 - May 2015
Rally Subaru February 2007 - June 2012
World Financial Group 2007 - September 2009
Rally Subaru March 2007 - September 2007
Skills
Finance, Loans, Banking, Insurance, Management, Sales Management, Account Management, Negotiation, New Business Development, Team Building, Coaching, Credit Reports, Marketing, Sales
Education
Northern Alberta Institute of Technology 2001 — 2004
Marketing, Marketing Business Administration
Rifco National Auto Finance Corporation June 2015 - Present
Pro-Tech Seal June 2012 - May 2015
Rally Subaru February 2007 - June 2012
World Financial Group 2007 - September 2009
Rally Subaru March 2007 - September 2007
Skills
Finance, Loans, Banking, Insurance, Management, Sales Management, Account Management, Negotiation, New Business Development, Team Building, Coaching, Credit Reports, Marketing, Sales
Education
Northern Alberta Institute of Technology 2001 — 2004
Marketing, Marketing Business Administration
MarcDaniel Medacier's World Financial Group Experience January 2011 - December 2012
Job Financial Assistant at TeamClean, Inc
Industry Financial Services
Experience
Team-Clean, Inc August 2015 - Present
Boys and Girls Club of Philadelphia December 2014 - July 2015
World Financial Group January 2011 - December 2012
Skills
Financial Services, Marketing, Marketing Strategy, Team Building, Public Speaking, Fixed Annuities, Small Business, Entrepreneurship, Life Insurance, Insurance, Estate Planning
Education
Penn State University 2005 — 2010
Business, Management and Marketing
New England Law Boston 2012 — 2013
Candidate for Juris Doctor, Law
Team-Clean, Inc August 2015 - Present
Boys and Girls Club of Philadelphia December 2014 - July 2015
World Financial Group January 2011 - December 2012
Skills
Financial Services, Marketing, Marketing Strategy, Team Building, Public Speaking, Fixed Annuities, Small Business, Entrepreneurship, Life Insurance, Insurance, Estate Planning
Education
Penn State University 2005 — 2010
Business, Management and Marketing
New England Law Boston 2012 — 2013
Candidate for Juris Doctor, Law
Lorna Roberts Lorna Roberts's World Financial Group Experience September 2001 - July 2002
Job Operations Specialist
Industry Government Administration
Experience
Entrata July 2015 - Present
Baby Watch Early Intervention September 2010 - July 2015
UT Dept. of Health, Children with Special Health Care Needs Bureau November 2007 - September 2010
UT Dept. of Health July 2002 - November 2007
World Financial Group September 2001 - July 2002
United Consumers Club August 1998 - October 1998
Skills
Training, Teaching, Research, Public Health, Customer Service, Office Management, Public Speaking, Program Development, Databases, Community Outreach, Nonprofits, Fundraising, Program Evaluation, Strategic Planning, Policy
Education
Salt Lake Community College 1989 — 1991
Associates of Science, Psychology/Early Childhood Development
Taylorsville High 1987 — 1989
Entrata July 2015 - Present
Baby Watch Early Intervention September 2010 - July 2015
UT Dept. of Health, Children with Special Health Care Needs Bureau November 2007 - September 2010
UT Dept. of Health July 2002 - November 2007
World Financial Group September 2001 - July 2002
United Consumers Club August 1998 - October 1998
Skills
Training, Teaching, Research, Public Health, Customer Service, Office Management, Public Speaking, Program Development, Databases, Community Outreach, Nonprofits, Fundraising, Program Evaluation, Strategic Planning, Policy
Education
Salt Lake Community College 1989 — 1991
Associates of Science, Psychology/Early Childhood Development
Taylorsville High 1987 — 1989
Kayin Morrow Kayin Morrow's World Financial Group Experience February 2010 - Present
Job Entrepreneur/ Finance
Industry Financial Services
Experience
Transamerica February 2010 - Present
World Financial Group February 2010 - Present
Real Estate Broker January 2005 - Present
Skills
Employee Relations, Recruiting, Human Resources, Applicant Tracking..., Onboarding, Talent Acquisition, Succession Planning, Deferred Compensation, Employee Benefits, Marketing, Real Estate, Investments, Retirement, Strategic Planning, Sales
Education
San Jose State University 1997 — 2011
Bachelor of Arts (BA)
Transamerica February 2010 - Present
World Financial Group February 2010 - Present
Real Estate Broker January 2005 - Present
Skills
Employee Relations, Recruiting, Human Resources, Applicant Tracking..., Onboarding, Talent Acquisition, Succession Planning, Deferred Compensation, Employee Benefits, Marketing, Real Estate, Investments, Retirement, Strategic Planning, Sales
Education
San Jose State University 1997 — 2011
Bachelor of Arts (BA)
Aileen Vogelvang Aileen Vogelvang's World Financial Group Experience June 2004 - August 2007
Job Technologically savvy Executive Assistant & Office Administrator that saves money and increases efficiency
Industry Food Production
Experience
Chefmaster November 2010 - Present
Aramco Services Company October 2009 - October 2010
Google May 2009 - July 2009
Google August 2006 - May 2009
World Financial Group June 2004 - August 2007
Pennington's Auto Sales & Leasing October 2004 - August 2006
Bergen Brunswig Drug Company January 1996 - June 2000
Young & Rubicam June 1992 - April 1995
Skills
Microsoft Office, Outlook, Microsoft Excel, Microsoft Word, Access, PowerPoint, Microsoft Exchange, Continuous Improvement, Troubleshooting, Time Management, Customer Support, Data Analysis, Event Planning, Writing, Social Media Marketing, Blogging, Business Strategy, Software Documentation, Management, Social Networking, Public Speaking, Analysis, Editing, Market Research, Visio
Education
Northwestern University 1989 — 1992
BSED, Human Development & Social Policy, 3.5 GPA
Chefmaster November 2010 - Present
Aramco Services Company October 2009 - October 2010
Google May 2009 - July 2009
Google August 2006 - May 2009
World Financial Group June 2004 - August 2007
Pennington's Auto Sales & Leasing October 2004 - August 2006
Bergen Brunswig Drug Company January 1996 - June 2000
Young & Rubicam June 1992 - April 1995
Skills
Microsoft Office, Outlook, Microsoft Excel, Microsoft Word, Access, PowerPoint, Microsoft Exchange, Continuous Improvement, Troubleshooting, Time Management, Customer Support, Data Analysis, Event Planning, Writing, Social Media Marketing, Blogging, Business Strategy, Software Documentation, Management, Social Networking, Public Speaking, Analysis, Editing, Market Research, Visio
Education
Northwestern University 1989 — 1992
BSED, Human Development & Social Policy, 3.5 GPA
Deborah Weber's World Financial Group Experience May 2005 - October 2008
Job Broker at Little Haven Realty, LLC
Industry Real Estate
Experience
Little Haven Realty, LLC May 2014 - Present
The Haven Program August 2008 - Present
Denver Insurance Pro November 2008 - Present
ERA Herman Group Real Estate May 2007 - October 2013
Health Choice One December 2006 - May 2010
World Financial Group May 2005 - October 2008
Re/Max Alliance July 2004 - May 2006
Remax Alliance Parker 2004 - 2006
EG&G Government April 1983 - October 1993
Skills
Real Estate, Mortgage Lending, Public Speaking, Strategic Planning, Management, Start-ups, Procurement, Contract Management, Investments, Investment Properties, Selling, Real Estate Transactions, Investors, Condos, Sales, Insurance, Leadership, Marketing, Referrals, Sellers, Training, Contract Negotiation, Residential Homes, Budgets, Small Business, Finance, Customer Service, Communication, Team Building
Education
University of Phoenix 2006 — 2008
MBA, Business Administration
Real Estate and Insurance School 2004 — 2005
Employing Broker, Real Estate and Insurance
Regis University 1986 — 1986
MBA, Human Resource Management
University of Colorado Boulder - Leeds School of Business 1977 — 1981
BS, Business Management
Niwot High School 1974 — 1977
HS, General
Little Haven Realty, LLC May 2014 - Present
The Haven Program August 2008 - Present
Denver Insurance Pro November 2008 - Present
ERA Herman Group Real Estate May 2007 - October 2013
Health Choice One December 2006 - May 2010
World Financial Group May 2005 - October 2008
Re/Max Alliance July 2004 - May 2006
Remax Alliance Parker 2004 - 2006
EG&G Government April 1983 - October 1993
Skills
Real Estate, Mortgage Lending, Public Speaking, Strategic Planning, Management, Start-ups, Procurement, Contract Management, Investments, Investment Properties, Selling, Real Estate Transactions, Investors, Condos, Sales, Insurance, Leadership, Marketing, Referrals, Sellers, Training, Contract Negotiation, Residential Homes, Budgets, Small Business, Finance, Customer Service, Communication, Team Building
Education
University of Phoenix 2006 — 2008
MBA, Business Administration
Real Estate and Insurance School 2004 — 2005
Employing Broker, Real Estate and Insurance
Regis University 1986 — 1986
MBA, Human Resource Management
University of Colorado Boulder - Leeds School of Business 1977 — 1981
BS, Business Management
Niwot High School 1974 — 1977
HS, General
Angelo Defries Angelo Defries's World Financial Group Experience March 2007 - August 2008
Job Organizational Leadership | Marketer & Brand Manager | Retail Store Manager | District Manager Looking | Consulting |
Industry Retail
Experience
Northeastern University January 2013 - Present
Nine West Footwear January 2013 - April 2013
Cole Haan November 2012 - November 2012
BMP Insurance Services February 2010 - November 2010
Angelo Defries August 2007 - January 2010
World Financial Group March 2007 - August 2008
Serious Productions January 2000 - August 2008
The Picture People July 2006 - February 2007
Lamps Plus January 2006 - April 2006
Bean Scene Coffee Company January 2004 - January 2006
Skills
Customer Service, Marketing, Retail, Store Management, Management, Leadership, Sales Management, Department Stores, Consulting, Strategic Planning, Competitive Analysis, Competitive Intelligence, Business Strategy, Business Intelligence, Knowledge Management, Quantitative Analytics, Performance Metrics, Organizational..., Organizational..., Team Leadership, Collaborative Leadership, Situational Leadership, Train the Trainer, Fashion, Footwear, Factory Outlets, Operations, Inventory Management, Visual Merchandising, Vendor Relationships, Recruiting, Human Development, Human Capital, Mentoring, Social Intelligence, Collaborative Problem..., Conflict Resolution, Organizational Culture, Change Management, Turnaround Specialist, Business Development, Telemarketing, Event Management, Public Speaking, Crisis Management, Time Management, Research, Brand Management, Luxury Brand Marketing, Brand Development
Education
Northeastern University 2013 — 2018
Bachelor’s Degree
Santa Monica College 1998 — 2000
General Core Coursework
Northeastern University January 2013 - Present
Nine West Footwear January 2013 - April 2013
Cole Haan November 2012 - November 2012
BMP Insurance Services February 2010 - November 2010
Angelo Defries August 2007 - January 2010
World Financial Group March 2007 - August 2008
Serious Productions January 2000 - August 2008
The Picture People July 2006 - February 2007
Lamps Plus January 2006 - April 2006
Bean Scene Coffee Company January 2004 - January 2006
Skills
Customer Service, Marketing, Retail, Store Management, Management, Leadership, Sales Management, Department Stores, Consulting, Strategic Planning, Competitive Analysis, Competitive Intelligence, Business Strategy, Business Intelligence, Knowledge Management, Quantitative Analytics, Performance Metrics, Organizational..., Organizational..., Team Leadership, Collaborative Leadership, Situational Leadership, Train the Trainer, Fashion, Footwear, Factory Outlets, Operations, Inventory Management, Visual Merchandising, Vendor Relationships, Recruiting, Human Development, Human Capital, Mentoring, Social Intelligence, Collaborative Problem..., Conflict Resolution, Organizational Culture, Change Management, Turnaround Specialist, Business Development, Telemarketing, Event Management, Public Speaking, Crisis Management, Time Management, Research, Brand Management, Luxury Brand Marketing, Brand Development
Education
Northeastern University 2013 — 2018
Bachelor’s Degree
Santa Monica College 1998 — 2000
General Core Coursework
Demarcus Blake Demarcus Blake's World Financial Group Experience January 2009 - Present
Job Sales Professional
Industry Pharmaceuticals
Experience
Sanofi June 2013 - Present
World Financial Group January 2009 - Present
Skills
Team Building, Public Speaking, Long-term Care, Customer Service, Marketing, Strategic Financial..., Insurance, Retirement Planning, Employee Benefits, Public Relations, Sales, Social Media, Fundraising, Leadership Development, Strategic Planning, Non-profits, Leadership, Nonprofits, Data Entry, Recruiting, Microsoft Office, Management, Analysis, Microsoft Excel, Coaching, Customer Retention, Financial Analysis, Event Planning, Medicare, Project Management, Access, Business Development, Data Analysis, Debt Elimination, Accounting, Account Management, Human Resources, Budgets, Outlook, Marketing Strategy
Education
Texas Southern University 1999 — 2004
Bachelor of Applied Science (B.A.Sc.), Health/Health Care Administration/Management, 3.0
Sanofi June 2013 - Present
World Financial Group January 2009 - Present
Skills
Team Building, Public Speaking, Long-term Care, Customer Service, Marketing, Strategic Financial..., Insurance, Retirement Planning, Employee Benefits, Public Relations, Sales, Social Media, Fundraising, Leadership Development, Strategic Planning, Non-profits, Leadership, Nonprofits, Data Entry, Recruiting, Microsoft Office, Management, Analysis, Microsoft Excel, Coaching, Customer Retention, Financial Analysis, Event Planning, Medicare, Project Management, Access, Business Development, Data Analysis, Debt Elimination, Accounting, Account Management, Human Resources, Budgets, Outlook, Marketing Strategy
Education
Texas Southern University 1999 — 2004
Bachelor of Applied Science (B.A.Sc.), Health/Health Care Administration/Management, 3.0
Carrie Hughes Carrie Hughes's World Financial Group Experience October 2001 - Present
Job Financial Advisor at World Financial Group (WFG)
Industry Financial Services
Experience
World Financial Group October 2001 - Present
World Financial Group,Edmonton (WFG) October 2001 - Present
RBC Royal Bank August 1990 - June 2000
Skills
Mutual Funds, Debt, Investments, Insurance, Financial Planning, Retirement, Wealth, Portfolio Management, Coaching, Estate Planning, Mortgage, Savings, Retirement Planning, Entrepreneur, Wealth Management, Asset Management, Retirement Income..., Pensions, Mortgage Lending, Critical Illness, Fixed Annuities, Finance, Term Life Insurance, Life Insurance, Disability Insurance
Education
Northern Alberta Institute of Technology 1988 — 1990
Finance, Finance Economics
Northern Alberta Institute of Technology / NAIT 1988 — 1990
FINANCE, FINANCE
World Financial Group October 2001 - Present
World Financial Group,Edmonton (WFG) October 2001 - Present
RBC Royal Bank August 1990 - June 2000
Skills
Mutual Funds, Debt, Investments, Insurance, Financial Planning, Retirement, Wealth, Portfolio Management, Coaching, Estate Planning, Mortgage, Savings, Retirement Planning, Entrepreneur, Wealth Management, Asset Management, Retirement Income..., Pensions, Mortgage Lending, Critical Illness, Fixed Annuities, Finance, Term Life Insurance, Life Insurance, Disability Insurance
Education
Northern Alberta Institute of Technology 1988 — 1990
Finance, Finance Economics
Northern Alberta Institute of Technology / NAIT 1988 — 1990
FINANCE, FINANCE
Lily Le's World Financial Group Experience April 2005 - September 2005
Job Business Analyst of Appeals at MultiPlan
Industry Hospital & Health Care
Experience
MultiPlan March 2008 - Present
AAA April 2006 - October 2008
World Financial Group April 2005 - September 2005
Education
University of Texas at Arlington 2007 — 2008
Bachelor of Business Administration (BBA), Marketing
North Lake College 2005 — 2007
Bachelor of Business Administration (BBA), Business Administration and Management, General
MultiPlan March 2008 - Present
AAA April 2006 - October 2008
World Financial Group April 2005 - September 2005
Education
University of Texas at Arlington 2007 — 2008
Bachelor of Business Administration (BBA), Marketing
North Lake College 2005 — 2007
Bachelor of Business Administration (BBA), Business Administration and Management, General
Jeff Waddell Jeff Waddell's World Financial Group Experience December 1997 - July 2000
Job Owner, Browser Software, Inc. and Computer Software Consultant
Industry Information Technology and Services
Experience
Browser Software, Inc. January 2003 - Present
Cox Communications September 2003 - February 2004
Lynk Systems October 2001 - September 2003
Arris December 2000 - July 2001
Walker Digital July 2000 - December 2000
World Financial Group December 1997 - July 2000
Digital Insight June 1995 - December 1997
Skills
Cloud Computing, C#, .NET, XML, Microsoft SQL Server, SQL, Windows, Visual Basic, Databases, Agile Methodologies, SharePoint, HTML, Web Applications, IIS, ASP.NET, E-commerce
Education
The University of Georgia 1991 — 1995
Bachelor's degree, Telecommunications Engineering
Browser Software, Inc. January 2003 - Present
Cox Communications September 2003 - February 2004
Lynk Systems October 2001 - September 2003
Arris December 2000 - July 2001
Walker Digital July 2000 - December 2000
World Financial Group December 1997 - July 2000
Digital Insight June 1995 - December 1997
Skills
Cloud Computing, C#, .NET, XML, Microsoft SQL Server, SQL, Windows, Visual Basic, Databases, Agile Methodologies, SharePoint, HTML, Web Applications, IIS, ASP.NET, E-commerce
Education
The University of Georgia 1991 — 1995
Bachelor's degree, Telecommunications Engineering
Joanie Chew Joanie Chew's World Financial Group Experience September 2006 - December 2006
Job Associate Editor at Off Base Productions
Industry Writing and Editing
Experience
Off Base Productions April 2014 - Present
Bay Area Sherlock Convention March 2013 - March 2015
Off Base Productions August 2013 - April 2014
Prima Games March 2012 - June 2013
Sierra College August 2011 - December 2012
Claire Mix May 2011 - August 2012
Prima Games January 2012 - March 2012
World Financial Group September 2006 - December 2006
Sierra College June 2002 - May 2005
Skills
Social Media, Social Networking, Copy Editing, Editing, Proofreading, Blogging, Publishing, Research, Photoshop, Public Speaking, Teaching, Creative Writing, Facebook, Editorial, Tutoring, Copywriting, Publications, WordPress, Online Marketing, Content Strategy, Advertising, Content Management, Social Media Marketing, Management, Adobe Creative Suite, New Media, InCopy, Online Publishing
Education
San Francisco State University 2008 — 2011
Bachelor of Arts (BA), Technical and Professional Writing
Sierra College
Off Base Productions April 2014 - Present
Bay Area Sherlock Convention March 2013 - March 2015
Off Base Productions August 2013 - April 2014
Prima Games March 2012 - June 2013
Sierra College August 2011 - December 2012
Claire Mix May 2011 - August 2012
Prima Games January 2012 - March 2012
World Financial Group September 2006 - December 2006
Sierra College June 2002 - May 2005
Skills
Social Media, Social Networking, Copy Editing, Editing, Proofreading, Blogging, Publishing, Research, Photoshop, Public Speaking, Teaching, Creative Writing, Facebook, Editorial, Tutoring, Copywriting, Publications, WordPress, Online Marketing, Content Strategy, Advertising, Content Management, Social Media Marketing, Management, Adobe Creative Suite, New Media, InCopy, Online Publishing
Education
San Francisco State University 2008 — 2011
Bachelor of Arts (BA), Technical and Professional Writing
Sierra College
Adam Reymon Adam Reymon's World Financial Group Experience September 2008 - February 2013
Job Freelance Consultant and Web designer at A&K Consulting
Industry Financial Services
Experience
A&K Consulting January 1999 - Present
World Financial group September 2008 - February 2013
Faculty of Education, University of Alberta, Edmonton, Canada August 1985 - July 2009
Skills
Retirement Income..., Investments, Wealth Management, Investment Advisory, 401k, Insurance, Asset Management, Employee Benefits, Financial Analysis, Financial Advisory, Retirement
Education
Universitat Autònoma de Barcelona 1969 — 1972
Certificate, German
Escuela Suiza 1953 — 1964
Highschool, High School/Secondary Diplomas and Certificates
A&K Consulting January 1999 - Present
World Financial group September 2008 - February 2013
Faculty of Education, University of Alberta, Edmonton, Canada August 1985 - July 2009
Skills
Retirement Income..., Investments, Wealth Management, Investment Advisory, 401k, Insurance, Asset Management, Employee Benefits, Financial Analysis, Financial Advisory, Retirement
Education
Universitat Autònoma de Barcelona 1969 — 1972
Certificate, German
Escuela Suiza 1953 — 1964
Highschool, High School/Secondary Diplomas and Certificates
Mayra Grasso Mayra Grasso's World Financial Group Experience September 2007 - Present
Job World Financial Group
Industry Financial Services
Experience
World Financial Group September 2007 - Present
Affiliated Computer Services July 2006 - Present
Education
Universidad de Puerto Rico 1996 — 2001
Bachelors, Accounting
World Financial Group September 2007 - Present
Affiliated Computer Services July 2006 - Present
Education
Universidad de Puerto Rico 1996 — 2001
Bachelors, Accounting
Jackie Batson Jackie Batson's World Financial Group Experience December 1995 - July 1999
Job Strategic Leader
Industry Nonprofit Organization Management
Experience
Whispering Hope Women's Resource & Pregnancy Center January 2013 - August 2015
Whispering Hope July 2010 - January 2013
Whispering Hope Bargain Boutique February 2010 - June 2010
Interactive Advisory Software July 2008 - December 2009
Compass Marketing, Inc August 2006 - May 2008
Pixel Perfect Productions, Inc. May 2000 - December 2006
Platinum Entertainment July 1999 - June 2000
World Financial Group December 1995 - July 1999
TAPPI October 1992 - December 1995
Skills
Event Planning, Budgeting, Non-profits, Team Building, Creative Direction, Volunteer Coordination, Event Management, Fundraising, Marketing Communications, Social Media, Budgets, Community Outreach, Leadership, Volunteer Management, Lead Generation, Social Networking, Sales, Advertising, Nonprofits, Strategic Planning, Marketing, Training, Trade Shows, Project Management, Management, Recruiting, Project Planning, Public Relations
Education
The University of Georgia 1988 — 1992
BFA, Graphic Design
Central Gwinnett High School 1984 — 1987
Whispering Hope Women's Resource & Pregnancy Center January 2013 - August 2015
Whispering Hope July 2010 - January 2013
Whispering Hope Bargain Boutique February 2010 - June 2010
Interactive Advisory Software July 2008 - December 2009
Compass Marketing, Inc August 2006 - May 2008
Pixel Perfect Productions, Inc. May 2000 - December 2006
Platinum Entertainment July 1999 - June 2000
World Financial Group December 1995 - July 1999
TAPPI October 1992 - December 1995
Skills
Event Planning, Budgeting, Non-profits, Team Building, Creative Direction, Volunteer Coordination, Event Management, Fundraising, Marketing Communications, Social Media, Budgets, Community Outreach, Leadership, Volunteer Management, Lead Generation, Social Networking, Sales, Advertising, Nonprofits, Strategic Planning, Marketing, Training, Trade Shows, Project Management, Management, Recruiting, Project Planning, Public Relations
Education
The University of Georgia 1988 — 1992
BFA, Graphic Design
Central Gwinnett High School 1984 — 1987
Jesus Jess Arroyo Jesus Jess Arroyo's World Financial Group Experience November 2008 - July 2009
Job Managing Human Resources, Legal and Information Technology
Industry Human Resources
Experience
Lex Nimble Solutions, Inc. November 2013 - Present
SERVPRO of Southern Mchenry County 2009 - 2013
World Financial Group November 2008 - July 2009
Hewitt Associates 2004 - 2008
Bank of Montreal Financial Group 2001 - 2004
Bank of Montreal 1999 - 2001
BMO-Harris Savings and Trust Bank 1991 - 1999
HCA Healthcare Group 1991 - 1992
Education
Roosevelt University
MSIB
San Beda College
BSC
Lex Nimble Solutions, Inc. November 2013 - Present
SERVPRO of Southern Mchenry County 2009 - 2013
World Financial Group November 2008 - July 2009
Hewitt Associates 2004 - 2008
Bank of Montreal Financial Group 2001 - 2004
Bank of Montreal 1999 - 2001
BMO-Harris Savings and Trust Bank 1991 - 1999
HCA Healthcare Group 1991 - 1992
Education
Roosevelt University
MSIB
San Beda College
BSC
Dr Peter Tan Dr Peter Tan's World Financial Group Experience September 2010 - July 2012
Job Director of Global Accreditation Association for Theological Education
Industry Logistics and Supply Chain
Experience
Global Acccreditation Association for Theological Education January 2012 - Present
Cedar Grove Baptist Church 2012 - Present
IMSM September 2010 - Present
University Canada West October 2011 - Present
Brighton College Canada February 2014 - April 2014
Global Accreditation of Theological Education April 2013 - April 2014
Cedar Grove baptist church February 2011 - August 2013
World Financial Group September 2010 - July 2012
Kwantlen Polytechnic University August 2009 - August 2010
International conference ISO9000 and TQM 1998 - 2009
Skills
Entrepreneurship, Management, Public Speaking, Business Development, Strategy, Project Planning, Operations Management, Coaching, Marketing, Business Planning, Research, Business Strategy, Supply Chain Management, Training, Strategic Planning, New Business Development, Change Management, Leadership Development, Organizational..., Management Consulting, Higher Education, Team Leadership, Negotiation, Iso 9000, Financial Advisory, Store Management, Sports Coaching, Program Management, College Teaching, University Teaching, Strategic Management, Commercial Property..., Conflict Management, ISO 14001, Logistics Management, Gospel, Life Insurance, Investment Management
Education
London Metropolitan University 2005 — 2007
MALTHE, Master in teaching in Higher Education
London Guildhall University 2001 — 2003
PhD, Business Administration; General Management
London Metropolitan University 1997 — 2001
PGCLTHE, Teaching in Higher Education
Sheffield University 1990 — 1991
Masters of Business Administration (Specialised; MBA, General Management & Marketing Research
Newport University
BBA, Management
Global Acccreditation Association for Theological Education January 2012 - Present
Cedar Grove Baptist Church 2012 - Present
IMSM September 2010 - Present
University Canada West October 2011 - Present
Brighton College Canada February 2014 - April 2014
Global Accreditation of Theological Education April 2013 - April 2014
Cedar Grove baptist church February 2011 - August 2013
World Financial Group September 2010 - July 2012
Kwantlen Polytechnic University August 2009 - August 2010
International conference ISO9000 and TQM 1998 - 2009
Skills
Entrepreneurship, Management, Public Speaking, Business Development, Strategy, Project Planning, Operations Management, Coaching, Marketing, Business Planning, Research, Business Strategy, Supply Chain Management, Training, Strategic Planning, New Business Development, Change Management, Leadership Development, Organizational..., Management Consulting, Higher Education, Team Leadership, Negotiation, Iso 9000, Financial Advisory, Store Management, Sports Coaching, Program Management, College Teaching, University Teaching, Strategic Management, Commercial Property..., Conflict Management, ISO 14001, Logistics Management, Gospel, Life Insurance, Investment Management
Education
London Metropolitan University 2005 — 2007
MALTHE, Master in teaching in Higher Education
London Guildhall University 2001 — 2003
PhD, Business Administration; General Management
London Metropolitan University 1997 — 2001
PGCLTHE, Teaching in Higher Education
Sheffield University 1990 — 1991
Masters of Business Administration (Specialised; MBA, General Management & Marketing Research
Newport University
BBA, Management
Ted Frakes Ted Frakes's World Financial Group Experience 2014 - 2015
Job Area Sales Manager Southwest, at SCHOTT Pharmaceutical Packaging
Industry Medical Devices
Experience
SCHOTT April 2013 - Present
World Financial Group 2014 - 2015
World Financial Group 2014 - 2015
World Financial Group 2014 - 2015
World Financial Group 2014 - 2015
Self Employed Laboratory Consultant November 2011 - December 2012
Hardy Diagnostics September 2006 - September 2011
Thermo Fisher Scientific March 1993 - July 2005
Skills
Medical Devices, Product Development, Capital Equipment Sales, Biotechnology, Strategic Planning, Leadership, Infectious Diseases, Sales, Selling, Capital Equipment, Healthcare, New Business Development, Product Launch, Sales Operations, Customer Service, Key Account Management, Continuous Improvement, Immunology, Sales Management, Microbiology, Lifesciences, Management, Manufacturing, Hospitals, Market Development, Cross-functional Team..., FDA, Product Management, Product Marketing, Commercialization, Cardiology, Hardware Diagnostics, Pharmaceutical Industry, Urology, Laboratory, Sales Effectiveness, Quality Assurance, Pharmaceutical Sales, Life Sciences
Education
United States Naval Academy 1979 — 1983
Bachelor of Science, Oceanography
SCHOTT April 2013 - Present
World Financial Group 2014 - 2015
World Financial Group 2014 - 2015
World Financial Group 2014 - 2015
World Financial Group 2014 - 2015
Self Employed Laboratory Consultant November 2011 - December 2012
Hardy Diagnostics September 2006 - September 2011
Thermo Fisher Scientific March 1993 - July 2005
Skills
Medical Devices, Product Development, Capital Equipment Sales, Biotechnology, Strategic Planning, Leadership, Infectious Diseases, Sales, Selling, Capital Equipment, Healthcare, New Business Development, Product Launch, Sales Operations, Customer Service, Key Account Management, Continuous Improvement, Immunology, Sales Management, Microbiology, Lifesciences, Management, Manufacturing, Hospitals, Market Development, Cross-functional Team..., FDA, Product Management, Product Marketing, Commercialization, Cardiology, Hardware Diagnostics, Pharmaceutical Industry, Urology, Laboratory, Sales Effectiveness, Quality Assurance, Pharmaceutical Sales, Life Sciences
Education
United States Naval Academy 1979 — 1983
Bachelor of Science, Oceanography
Scott Maker's World Financial Group Experience 2014 - 2014
Job Substitute Teacher at Source4Teachers
Industry Information Technology and Services
Experience
Source4Teachers January 2015 - Present
NCS Pearson March 2015 - Present
Norfolk Public Schools December 2011 - May 2014
Labor Ready January 2013 - January 2014
World Financial Group 2014 - 2014
Virginia Beach City Public Schools February 2010 - March 2011
University Instructors March 2009 - October 2009
Williamsburg Pottery July 2007 - June 2008
Williamsburg-James City County Schools October 2006 - June 2007
Anheuser-Busch Companies, Inc. July 2006 - October 2006
Skills
Microsoft Access, Microsoft Office, Applied Mathematics, Teaching, Access, Curriculum Design, Microsoft Word, Instructional Design, Training, Management, Microsoft Excel, Project Management, Relational Databases, Systems Analysis, Business Analysis, Network Security, Numerical Analysis
Education
Tidewater Community College 2012 — 2015
Certification, CompTIA A+, Security+, Network+
Strayer University (VA) 2007 — 2010
Master of Science, Software Engineering Management
State University of New York at Old Westbury 1984 — 1987
Bachelor of Science in Mathematics, Mathematics
Source4Teachers January 2015 - Present
NCS Pearson March 2015 - Present
Norfolk Public Schools December 2011 - May 2014
Labor Ready January 2013 - January 2014
World Financial Group 2014 - 2014
Virginia Beach City Public Schools February 2010 - March 2011
University Instructors March 2009 - October 2009
Williamsburg Pottery July 2007 - June 2008
Williamsburg-James City County Schools October 2006 - June 2007
Anheuser-Busch Companies, Inc. July 2006 - October 2006
Skills
Microsoft Access, Microsoft Office, Applied Mathematics, Teaching, Access, Curriculum Design, Microsoft Word, Instructional Design, Training, Management, Microsoft Excel, Project Management, Relational Databases, Systems Analysis, Business Analysis, Network Security, Numerical Analysis
Education
Tidewater Community College 2012 — 2015
Certification, CompTIA A+, Security+, Network+
Strayer University (VA) 2007 — 2010
Master of Science, Software Engineering Management
State University of New York at Old Westbury 1984 — 1987
Bachelor of Science in Mathematics, Mathematics
Harold Sweet's World Financial Group Experience VPEFactor Media1998 - 2001
Job Marketing Director at World Financial Group
Industry Financial Services
Experience
World Financial Group VPEFactor Media1998 - 2001
Harold Sweet Design 1985 - 1999
Education
Rhode Island School of Design 1963 — 1966
BFA, Graphic Design
World Financial Group VPEFactor Media1998 - 2001
Harold Sweet Design 1985 - 1999
Education
Rhode Island School of Design 1963 — 1966
BFA, Graphic Design
Laura Parks's World Financial Group Experience February 2005 - August 2008
Job SVP, Corporate Operations & Strategic Initiatives at Patheon
Industry Pharmaceuticals
Experience
Patheon March 2014 - Present
DSM Pharmaceuticals, Inc. June 2012 - March 2014
DSM Pharmaceuticals, Inc August 2008 - May 2012
World Financial Group February 2005 - August 2008
Solae (a Division of DuPont) July 2003 - February 2005
Solae (a division of DuPont) February 2000 - July 2003
Skills
Cross-functional Team..., Pharmaceutical Industry, Product Development, Brand Development, Leadership, Product Lifecycle..., Commercialization, B2B, Strategy, Biotechnology, Business Development, Competitive Analysis, Coaching, Market Development, R&D, New Business Development, Sales, P&L Management, Forecasting, Product Launch, Market Analysis, Technology Transfer, Product Marketing, Sales Management, Management, GMP, Marketing Management, FDA, Market Planning
Education
The University of Georgia 1981 — 1985
Ph.D., Food Science
The Ohio State University 1977 — 1981
BS, Animal Science
Patheon March 2014 - Present
DSM Pharmaceuticals, Inc. June 2012 - March 2014
DSM Pharmaceuticals, Inc August 2008 - May 2012
World Financial Group February 2005 - August 2008
Solae (a Division of DuPont) July 2003 - February 2005
Solae (a division of DuPont) February 2000 - July 2003
Skills
Cross-functional Team..., Pharmaceutical Industry, Product Development, Brand Development, Leadership, Product Lifecycle..., Commercialization, B2B, Strategy, Biotechnology, Business Development, Competitive Analysis, Coaching, Market Development, R&D, New Business Development, Sales, P&L Management, Forecasting, Product Launch, Market Analysis, Technology Transfer, Product Marketing, Sales Management, Management, GMP, Marketing Management, FDA, Market Planning
Education
The University of Georgia 1981 — 1985
Ph.D., Food Science
The Ohio State University 1977 — 1981
BS, Animal Science
Rose Ngo's World Financial Group Experience December 2004 - May 2005
Job Experienced Saleswoman
Industry Computer Hardware
Experience
Data Domain February 2008 - October 2008
Pacific Pulmonary Services June 2007 - January 2008
World Financial Group December 2004 - May 2005
Education
San Francisco State University, College of Business 2005 — 2007
Data Domain February 2008 - October 2008
Pacific Pulmonary Services June 2007 - January 2008
World Financial Group December 2004 - May 2005
Education
San Francisco State University, College of Business 2005 — 2007
Sean Hatley's World Financial Group Experience 2004 - November 2010
Job Business Initiatives Manager at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage January 2014 - Present
Wells Fargo Home Mortgage November 2010 - January 2014
World Financial Group 2004 - November 2010
World Savings and Loan April 1994 - December 2001
World Savings / Wachovia 2000 - 2001
World Savings and Loan 1994 - 2001
World Savings 1994 - 2001
Victoria Mortgage 1990 - 1994
Skills
Organizational..., Department Budgeting, Auditing, Team Building, Team Leadership, Team Management, Loans, Mortgage Lending, Management, Banking, Finance, Mortgage Banking, Loan Origination, Insurance, Loan Servicing, Process Improvement
Education
Henry De Osso 1979 — 1983
General
The University of Texas at San Antonio
Wells Fargo Home Mortgage January 2014 - Present
Wells Fargo Home Mortgage November 2010 - January 2014
World Financial Group 2004 - November 2010
World Savings and Loan April 1994 - December 2001
World Savings / Wachovia 2000 - 2001
World Savings and Loan 1994 - 2001
World Savings 1994 - 2001
Victoria Mortgage 1990 - 1994
Skills
Organizational..., Department Budgeting, Auditing, Team Building, Team Leadership, Team Management, Loans, Mortgage Lending, Management, Banking, Finance, Mortgage Banking, Loan Origination, Insurance, Loan Servicing, Process Improvement
Education
Henry De Osso 1979 — 1983
General
The University of Texas at San Antonio
Nancy Cohen Kram's World Financial Group Experience 2011 - 2011
Job Senior Associate at World Financial Group (WFG)
Industry Financial Services
Experience
World Financial Group (WFG) September 2010 - Present
World Financial Group 2011 - 2011
West Los Angeles Chamber of Commerce 2003 - 2007
Skills
Writing, Direct Sales, Marketing Communications, Event Planning, Coaching, Social Networking, Retirement Planning, Small Business, Insurance, Program Management, Leadership, Public Speaking, Training, Marketing Strategy, Leadership Development, Entrepreneurship, Marketing, Retirement
Education
City University of New York-Queens College 1963 — 1967
BA, English
SUNY at Buffalo
MS, English Education
World Financial Group (WFG) September 2010 - Present
World Financial Group 2011 - 2011
West Los Angeles Chamber of Commerce 2003 - 2007
Skills
Writing, Direct Sales, Marketing Communications, Event Planning, Coaching, Social Networking, Retirement Planning, Small Business, Insurance, Program Management, Leadership, Public Speaking, Training, Marketing Strategy, Leadership Development, Entrepreneurship, Marketing, Retirement
Education
City University of New York-Queens College 1963 — 1967
BA, English
SUNY at Buffalo
MS, English Education
Ashkan Zarnighian's World Financial Group Experience June 2006 - June 2007
Job Assistant Vice President at CIT
Industry Financial Services
Experience
CIT August 2011 - Present
Wells Fargo Securities August 2010 - August 2011
PricewaterhouseCoopers June 2009 - August 2009
Marquis Jet May 2007 - August 2007
World Financial Group June 2006 - June 2007
Skills
Corporate Finance, Finance, Mergers & Acquisitions, Competitive Analysis, Analysis, Valuation, Investments, Credit Analysis, Portfolio Management, Accounting, Strategic Financial..., Financial Modeling, Financial Analysis, Data Analysis
Education
UCLA Anderson School of Management 2015 — 2018
Master of Business Administration (MBA)
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2010
B.Sc., Business Administration, GPA of 3.82 / 4.00
Santa Monica High School
Santa Monica High School
Santa Monica High School
CIT August 2011 - Present
Wells Fargo Securities August 2010 - August 2011
PricewaterhouseCoopers June 2009 - August 2009
Marquis Jet May 2007 - August 2007
World Financial Group June 2006 - June 2007
Skills
Corporate Finance, Finance, Mergers & Acquisitions, Competitive Analysis, Analysis, Valuation, Investments, Credit Analysis, Portfolio Management, Accounting, Strategic Financial..., Financial Modeling, Financial Analysis, Data Analysis
Education
UCLA Anderson School of Management 2015 — 2018
Master of Business Administration (MBA)
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2010
B.Sc., Business Administration, GPA of 3.82 / 4.00
Santa Monica High School
Santa Monica High School
Santa Monica High School
Fred C Perry's World Financial Group Experience July 2010 - Present
Job World Financial Group
Industry Financial Services
Experience
World Financial Group July 2010 - Present
FEAT INC 2002 - 2007
Education
Saint Mary's University 1972 — 1976
B.Comm, Finance and Sociology
World Financial Group July 2010 - Present
FEAT INC 2002 - 2007
Education
Saint Mary's University 1972 — 1976
B.Comm, Finance and Sociology
John Schirmacher's World Financial Group Experience July 2007 - Present
Job Training Associate at World Financial Group
Industry Computer Software
Experience
World Financial Group July 2007 - Present
Education
Tecnológico de Monterrey 1958 — 1960
World Financial Group July 2007 - Present
Education
Tecnológico de Monterrey 1958 — 1960
Andrew Kohsel's World Financial Group Experience InstructorSouthern Alberta Institute of Technology1975 - 1995
Job Representative at World Financial Group
Industry Financial Services
Experience
World Financial Group InstructorSouthern Alberta Institute of Technology1975 - 1995
Education
Southern Alberta Institute of Technology 1964 — 1965
World Financial Group InstructorSouthern Alberta Institute of Technology1975 - 1995
Education
Southern Alberta Institute of Technology 1964 — 1965
Suzette Agosto's World Financial Group Experience 1997 - 2007
Job Executive Recruiter at Global Recruiters Network
Industry Construction
Experience
Global Recruiters Network October 2007 - Present
World Financial Group 1997 - 2007
Education
Northwestern University
Global Recruiters Network October 2007 - Present
World Financial Group 1997 - 2007
Education
Northwestern University
Nee Yang's World Financial Group Experience January 2006 - Present
Job Recruiter at World Financial Group
Industry Financial Services
Experience
World Financial Group January 2006 - Present
Keller Williams Realty May 2005 - Present
Shoreline School District April 2001 - December 2001
Education
Shoreline Community College 2000 — 2003
AAAS, Business
World Financial Group January 2006 - Present
Keller Williams Realty May 2005 - Present
Shoreline School District April 2001 - December 2001
Education
Shoreline Community College 2000 — 2003
AAAS, Business
Jason Plunkett's World Financial Group Experience August 2006 - Present
Job Advisor, World Financial Group
Industry Financial Services
Experience
World Financial Group August 2006 - Present
Education
Southern Alberta Institute of Technology 1998 — 2000
World Financial Group August 2006 - Present
Education
Southern Alberta Institute of Technology 1998 — 2000
Jennine Layton's World Financial Group Experience 2009 - 2009
Job Nail Technician at Dimensional Designs
Industry Retail
Experience
Dimensional Designs January 2012 - Present
Food Circus Supermarkets March 2006 - March 2009
World Financial Group 2009 - 2009
Skills
Customer Service, Customer Satisfaction, Phone Skills, People-oriented, Customer Experience
Education
Capri Institute 2010 — 2011
License, Cosmetology
Stockton University 2002 — 2006
BA, Business Studies-Marketing
Dimensional Designs January 2012 - Present
Food Circus Supermarkets March 2006 - March 2009
World Financial Group 2009 - 2009
Skills
Customer Service, Customer Satisfaction, Phone Skills, People-oriented, Customer Experience
Education
Capri Institute 2010 — 2011
License, Cosmetology
Stockton University 2002 — 2006
BA, Business Studies-Marketing
Bill (Hong) Le's World Financial Group Experience February 2006 - Present
Job Senior Marketing Director of World Financial Group
Industry Financial Services
Experience
World Financial Group February 2006 - Present
Education
San Francisco State University
World Financial Group February 2006 - Present
Education
San Francisco State University
Daniel Richman's World Financial Group Experience October 2013 - 2013
Job New Benefits Reseller
Industry Insurance
Experience
discountbenefitplans.net January 2013 - Present
Definite Benefits September 2011 - Present
World Financial Group October 2013 - 2013
Empire placemats April 2011 - August 2011
Skills
Employee Benefits, Sales, Insurance, Small Business, Coaching, Advertising, 401k, Life Insurance, Fixed Annuities, Term Life Insurance, Retirement, Retirement Planning, Strategic Planning, Public Speaking, Health Insurance, Benefits Administration, Brokers, Healthcare, Disability Insurance, Financial Planners, Investments
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2007
Bachelor's degree, Political Science and Economics
discountbenefitplans.net January 2013 - Present
Definite Benefits September 2011 - Present
World Financial Group October 2013 - 2013
Empire placemats April 2011 - August 2011
Skills
Employee Benefits, Sales, Insurance, Small Business, Coaching, Advertising, 401k, Life Insurance, Fixed Annuities, Term Life Insurance, Retirement, Retirement Planning, Strategic Planning, Public Speaking, Health Insurance, Benefits Administration, Brokers, Healthcare, Disability Insurance, Financial Planners, Investments
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2007
Bachelor's degree, Political Science and Economics
Rica Domingo's World Financial Group Experience October 2011 - June 2012
Job Marketing Director at Freedom Equity Group
Industry Financial Services
Experience
Freedom Equity Group June 2012 - Present
Freedom Equity Group June 2012 - June 2012
World Financial Group October 2011 - June 2012
State Compensation Insurance Fund August 1995 - June 2011
Education
San Francisco State University
BA, Business and Computer Information Systems
Freedom Equity Group June 2012 - Present
Freedom Equity Group June 2012 - June 2012
World Financial Group October 2011 - June 2012
State Compensation Insurance Fund August 1995 - June 2011
Education
San Francisco State University
BA, Business and Computer Information Systems
MARILYN CURTIS's World Financial Group Experience May 2001 - Present
Job Business Owner
Industry Financial Services
Experience
World Financial Group May 2001 - Present
NAAFI January 1999 - August 2003
Skills
Team Building, Management, Microsoft Office, Customer Service, Leadership, Strategic Planning, Project Management, Training, Coaching, Insurance, Analysis, Time Management, Sales
Education
Tidewater Community College 1992 — 1994
NURSING, Nursing
Tidewater Community College 1989 — 1992
Assoc., Accounting
University of Maine 1984 — 1986
Accounting
LORRAINE TECH SCHOOL (PHILIPPINES).) 1977 — 1981
Diploma, Computer Programing, Shorthand, Secretarial
University of the East (Philippines) 1976 — 1980
BA, Business Administration
World Financial Group May 2001 - Present
NAAFI January 1999 - August 2003
Skills
Team Building, Management, Microsoft Office, Customer Service, Leadership, Strategic Planning, Project Management, Training, Coaching, Insurance, Analysis, Time Management, Sales
Education
Tidewater Community College 1992 — 1994
NURSING, Nursing
Tidewater Community College 1989 — 1992
Assoc., Accounting
University of Maine 1984 — 1986
Accounting
LORRAINE TECH SCHOOL (PHILIPPINES).) 1977 — 1981
Diploma, Computer Programing, Shorthand, Secretarial
University of the East (Philippines) 1976 — 1980
BA, Business Administration
Donna Kozak's World Financial Group Experience
Job Agent/Dealer/Broker at World Financial Group
Industry Insurance
Experience
World Financial Group
Skills
Team Building, Customer Service, Public Speaking, Strategic Planning
Education
University of Alberta
GED, Nursing, Humanities, Psychology
World Financial Group
Skills
Team Building, Customer Service, Public Speaking, Strategic Planning
Education
University of Alberta
GED, Nursing, Humanities, Psychology
Erik Barrett's World Financial Group Experience 2013 - Present
Job Author: The (extra) Ordinary Life of Richie Becker
Industry Writing and Editing
Experience
World Financial Group 2013 - Present
T.D.A. July 2009 - December 2009
Skills
Team Leadership, Team Building, Team Management, Pitching Ideas, Pitch Development, Copy Editing, Coaching, Books, Public Speaking, Freelance Writing, Public Relations, Leadership, Recruiting, Leadership Development
Education
Riverside Community College
English
World Financial Group 2013 - Present
T.D.A. July 2009 - December 2009
Skills
Team Leadership, Team Building, Team Management, Pitching Ideas, Pitch Development, Copy Editing, Coaching, Books, Public Speaking, Freelance Writing, Public Relations, Leadership, Recruiting, Leadership Development
Education
Riverside Community College
English
Sam Gage's World Financial Group Experience 2004 - 2007
Job Student at Southern California University of Health Sciences
Industry Alternative Medicine
Experience
World Financial Group 2004 - 2007
Education
Southern California University of Health Sciences 2008 — 2011
World Financial Group 2004 - 2007
Education
Southern California University of Health Sciences 2008 — 2011
Mary Palos 480-326-3089's World Financial Group Experience May 1995 - August 2001
Job HOMESMART
Industry Research
Experience
HomeSmart Inetrnational Realty October 2012 - Present
Las Sendas Community Association 1997 - 2014
ROSE REALTY May 2010 - October 2012
CopperWynd Realty Group June 2009 - 2010
ALLSTATE 2007 - 2010
Re/Max Achievers, Inc. January 2004 - January 2008
World Financial Group May 1995 - August 2001
Brandes, Lan & Joffee January 1992 - November 1994
Allied General Agency September 1989 - January 1992
LITTON Industiries January 1986 - August 1989
Skills
Legal Research, Legal Writing, Legal Services, People Connector, Real Estate Transactions, Real Estate, Legal Assistance, Investments, Foreclosures, Small Business, Insurance, Investment Properties, Short Sales, Investors, REO, Single Family Homes
Education
American Institute of Legal Studies 1988 — 1990
Associate of Applied Science Degree, Paralegal Studies
Oakland Community College 1984 — 1987
Business Marketing, Business Administration
L'anse Creuse
HomeSmart Inetrnational Realty October 2012 - Present
Las Sendas Community Association 1997 - 2014
ROSE REALTY May 2010 - October 2012
CopperWynd Realty Group June 2009 - 2010
ALLSTATE 2007 - 2010
Re/Max Achievers, Inc. January 2004 - January 2008
World Financial Group May 1995 - August 2001
Brandes, Lan & Joffee January 1992 - November 1994
Allied General Agency September 1989 - January 1992
LITTON Industiries January 1986 - August 1989
Skills
Legal Research, Legal Writing, Legal Services, People Connector, Real Estate Transactions, Real Estate, Legal Assistance, Investments, Foreclosures, Small Business, Insurance, Investment Properties, Short Sales, Investors, REO, Single Family Homes
Education
American Institute of Legal Studies 1988 — 1990
Associate of Applied Science Degree, Paralegal Studies
Oakland Community College 1984 — 1987
Business Marketing, Business Administration
L'anse Creuse
SALLY EKO's World Financial Group Experience May 2009 - Present
Job Marketing Director World Financial Group offering an array of financial Services
Industry Financial Services
Experience
WORLD FINANCIAL GROUP May 2009 - Present
Equifax November 2004 - December 2007
UNITED BANK FOR AFRICA-NIGERIA December 1984 - April 2001
Skills
Project Management, Life Insurance, Insurance, Fixed Annuities, Retirement Planning, Disability Insurance, Mutual Funds, Wealth Management, Long-term Care, Investments, Strategic Financial..., Retirement, Term Life Insurance, Sales, Banking, Health Insurance, Series 6, Series 63, Marketing, Financial Services, Business Analysis, Finance, Small Business, Credit, Financial Analysis, Loans, Risk Management, Analysis, Business Planning, Financial Risk, Leadership, Strategic Planning
Education
Obafemi Awolowo University 1998 — 2000
MBA, MARKETING
University of Illinois at Urbana-Champaign 1978 — 1981
BSC- FINANCE, BANKING AND INVESTMENTS
WORLD FINANCIAL GROUP May 2009 - Present
Equifax November 2004 - December 2007
UNITED BANK FOR AFRICA-NIGERIA December 1984 - April 2001
Skills
Project Management, Life Insurance, Insurance, Fixed Annuities, Retirement Planning, Disability Insurance, Mutual Funds, Wealth Management, Long-term Care, Investments, Strategic Financial..., Retirement, Term Life Insurance, Sales, Banking, Health Insurance, Series 6, Series 63, Marketing, Financial Services, Business Analysis, Finance, Small Business, Credit, Financial Analysis, Loans, Risk Management, Analysis, Business Planning, Financial Risk, Leadership, Strategic Planning
Education
Obafemi Awolowo University 1998 — 2000
MBA, MARKETING
University of Illinois at Urbana-Champaign 1978 — 1981
BSC- FINANCE, BANKING AND INVESTMENTS
Alejandro Garcia Betancourt's World Financial Group Experience August 2007 - Present
Job World Financial Group
Industry Financial Services
Experience
World Financial Group August 2007 - Present
The Active Network August 2007 - January 2008
Education
Università Commerciale 'Luigi Bocconi' 2007 — 2008
Finance, marketing
San Diego State University-California State University 2006 — 2008
International Business/Finance, International business, finance, marketing, Italian
World Financial Group August 2007 - Present
The Active Network August 2007 - January 2008
Education
Università Commerciale 'Luigi Bocconi' 2007 — 2008
Finance, marketing
San Diego State University-California State University 2006 — 2008
International Business/Finance, International business, finance, marketing, Italian
Bruce Brazelton's World Financial Group Experience August 2004 - May 2009
Job Microwave Resource Engineer at ThetaJ Assocites
Industry Design
Experience
Theta-J Assocites January 2009 - Present
Americor Electronics 2005 - Present
Lyons Corporation March 1980 - January 2010
World Financial Group August 2004 - May 2009
Telonic Industries June 1969 - March 1976
Education
Purdue University
MS, Engineering, Business
Theta-J Assocites January 2009 - Present
Americor Electronics 2005 - Present
Lyons Corporation March 1980 - January 2010
World Financial Group August 2004 - May 2009
Telonic Industries June 1969 - March 1976
Education
Purdue University
MS, Engineering, Business
JiaLing CHU's World Financial Group Experience May 2002 - January 2005
Job financial registered representative
Industry Financial Services
Experience
... June 2009 - Present
OneCoach 2009 - 2010
Independent Capital Management April 2007 - February 2009
Waddell & Reed Financial Services January 2005 - May 2006
World Financial Group May 2002 - January 2005
Skills
Small Business, Public Speaking, Coaching, Entrepreneurship, Retirement Planning, Insurance, Strategic Financial..., Retirement, Strategic Planning, Life Insurance, Sales, Customer Service, Marketing Strategy, Marketing, Mutual Funds, Investments, Microsoft Office, Training, Business Planning, Investment Advisory, Nonprofits, Finance, Wealth Management, Personal Development, Leadership, Business Strategy, Strategy
Education
The Chinese University of Hong Kong 1978 — 1979
dep-ed, English and World History
National Taiwan University 1970 — 1974
B.A., Enlgish Literature & French
... June 2009 - Present
OneCoach 2009 - 2010
Independent Capital Management April 2007 - February 2009
Waddell & Reed Financial Services January 2005 - May 2006
World Financial Group May 2002 - January 2005
Skills
Small Business, Public Speaking, Coaching, Entrepreneurship, Retirement Planning, Insurance, Strategic Financial..., Retirement, Strategic Planning, Life Insurance, Sales, Customer Service, Marketing Strategy, Marketing, Mutual Funds, Investments, Microsoft Office, Training, Business Planning, Investment Advisory, Nonprofits, Finance, Wealth Management, Personal Development, Leadership, Business Strategy, Strategy
Education
The Chinese University of Hong Kong 1978 — 1979
dep-ed, English and World History
National Taiwan University 1970 — 1974
B.A., Enlgish Literature & French
Sallie Smith's World Financial Group Experience 1996 - Present
Job Investment Advisor Representative at Transamerica Financial Services
Industry Financial Services
Experience
Investment Advisors International February 2012 - Present
World Financial Group 1996 - Present
World Financial Group 1995 - 2010
Precise Impressions 1988 - 2000
Skills
Fixed Annuities, Strategic Financial..., Investments, Retirement Planning
Education
The University of Georgia 1961 — 1965
ABJ, advertising-public relations
Westminster
Investment Advisors International February 2012 - Present
World Financial Group 1996 - Present
World Financial Group 1995 - 2010
Precise Impressions 1988 - 2000
Skills
Fixed Annuities, Strategic Financial..., Investments, Retirement Planning
Education
The University of Georgia 1961 — 1965
ABJ, advertising-public relations
Westminster
Cheryl (Eppens) Sparks's World Financial Group Experience 2000 - 2005
Job Textiles Professional
Industry Textiles
Experience
World Financial Group 2000 - 2005
World Financial Group 2004 - 2004
Crazy Shirts 1998 - 2004
C.M. Offray 1996 - 1997
C.M. Offray 1996 - 1997
Education
Philadelphia University 1986 — 1989
BS, Textile, Management, Marketing
World Financial Group 2000 - 2005
World Financial Group 2004 - 2004
Crazy Shirts 1998 - 2004
C.M. Offray 1996 - 1997
C.M. Offray 1996 - 1997
Education
Philadelphia University 1986 — 1989
BS, Textile, Management, Marketing
Dennis Malone's World Financial Group Experience 2007 - Present
Job Associate at IAI
Industry Financial Services
Experience
IAI March 2008 - Present
Investment Advisors International 2008 - Present
World Financial Group 2007 - Present
Westminster Ceramics August 2002 - January 2007
Skills
Project Management, Financial Modeling, Investments, Business Strategy, Due Diligence, Venture Capital
Education
University of Southern Mississippi 1980 — 1982
Master of Business Administration (MBA), Business Administration and Management, General
University of Southern Mississippi 1970 — 1974
Bachelor of Business Administration (B.B.A.), Industrial Managment
IAI March 2008 - Present
Investment Advisors International 2008 - Present
World Financial Group 2007 - Present
Westminster Ceramics August 2002 - January 2007
Skills
Project Management, Financial Modeling, Investments, Business Strategy, Due Diligence, Venture Capital
Education
University of Southern Mississippi 1980 — 1982
Master of Business Administration (MBA), Business Administration and Management, General
University of Southern Mississippi 1970 — 1974
Bachelor of Business Administration (B.B.A.), Industrial Managment
Joshua Padrid's World Financial Group Experience October 2013 - Present
Job BS in Finance Candidate Seeking Internship
Industry Financial Services
Experience
World Financial Group October 2013 - Present
McGrath Acura of Morton Grove July 2013 - December 2014
American Eagle Outfitters November 2008 - August 2014
Skills
International Finance, Investments, Financial Analysis, Speculative Markets, Corporate Finance, Hedging, Derivatives, Trading Strategies, Futures Trading, Options Trading, Translation Exposure, Transaction Exposure, Interest Rate Arbitrage, Arbitrage Profit, Interest Rate Swaps, Operations Research, Accounting, Retail, Sales, Customer Service, Retail Sales, Apparel, Automotive, Event Planning, PowerPoint, Microsoft Excel, Store Operations, Microsoft Word, Cashiering, Inventory, Merchandising, Coordinating Events, Google Docs, Automotive Products, Microsoft Office, Management, Time Management
Education
Northeastern Illinois University 2014 — 2015
Bachelor's degree, Finance, General, 3.82
Oakton Community College 2008 — 2013
Associate of Arts (A.A.), Business Administration and Management, General, 3.08
Maine East High School 2004 — 2008
High School Diploma, General Studies
World Financial Group October 2013 - Present
McGrath Acura of Morton Grove July 2013 - December 2014
American Eagle Outfitters November 2008 - August 2014
Skills
International Finance, Investments, Financial Analysis, Speculative Markets, Corporate Finance, Hedging, Derivatives, Trading Strategies, Futures Trading, Options Trading, Translation Exposure, Transaction Exposure, Interest Rate Arbitrage, Arbitrage Profit, Interest Rate Swaps, Operations Research, Accounting, Retail, Sales, Customer Service, Retail Sales, Apparel, Automotive, Event Planning, PowerPoint, Microsoft Excel, Store Operations, Microsoft Word, Cashiering, Inventory, Merchandising, Coordinating Events, Google Docs, Automotive Products, Microsoft Office, Management, Time Management
Education
Northeastern Illinois University 2014 — 2015
Bachelor's degree, Finance, General, 3.82
Oakton Community College 2008 — 2013
Associate of Arts (A.A.), Business Administration and Management, General, 3.08
Maine East High School 2004 — 2008
High School Diploma, General Studies
Priscilla Volland's World Financial Group Experience May 2007 - Present
Job at World Financial Group
Industry Accounting
Experience
World Financial Group May 2007 - Present
City of Long Beach June 2008 - September 2008
Long Beach Job Corps Center/Chugach McKinley, Inc. November 2007 - May 2008
Ford Motor Company January 1999 - April 2007
Education
Dale Carnegie Training Center-Long Beach, CA 2003 — 2003
Leardership Training for Managers, Dale Carnegie Course
Keller Graduate School of Management of the DeVry University- Long Beach, CA 2001 — 2003
MBA, Business Administration, Project Management
Saint Louis University (PH) 1983 — 1988
Bachelor of Science in Commerce, Accounting, Management, Marketing
World Financial Group May 2007 - Present
City of Long Beach June 2008 - September 2008
Long Beach Job Corps Center/Chugach McKinley, Inc. November 2007 - May 2008
Ford Motor Company January 1999 - April 2007
Education
Dale Carnegie Training Center-Long Beach, CA 2003 — 2003
Leardership Training for Managers, Dale Carnegie Course
Keller Graduate School of Management of the DeVry University- Long Beach, CA 2001 — 2003
MBA, Business Administration, Project Management
Saint Louis University (PH) 1983 — 1988
Bachelor of Science in Commerce, Accounting, Management, Marketing
Gerry Lostaglio's World Financial Group Experience June 2009 - Present
Job Training Associate at World Financial Group
Industry Financial Services
Experience
World Financial Group June 2009 - Present
Fashion Industry August 1975 - March 2008
Bon Jour div of Lou Levy & Sons April 2002 - February 2004
Kamhi Inc/Kamhi Fashion Group November 1997 - February 2002
Turn On Products November 1992 - November 1997
Boing Clothing January 1985 - January 1996
Sherry Martin Div. of Dawn Joy June 1990 - November 1992
Missy Moderate - Knit, Woven, Dresses, Sportswear August 1987 - June 1990
Liz Claiborne July 1981 - August 1982
Import Missy Liz Wear - Knit, Woven, Tops, Sportswear August 1979 - July 1981
Skills
Fashion Design, Microsoft Excel, Leadership, Fashion, Retirement Planning, Team Building, Customer Service, Public Speaking, Apparel, Financial Planning, Sales
Education
New York University 1977 — 1979
AAS degrees, Designing
Nutley High School 1971 — 1975
Testeachersonline.
series 6, NJ Life, Accident, and Health Licensed series 6
World Financial Group June 2009 - Present
Fashion Industry August 1975 - March 2008
Bon Jour div of Lou Levy & Sons April 2002 - February 2004
Kamhi Inc/Kamhi Fashion Group November 1997 - February 2002
Turn On Products November 1992 - November 1997
Boing Clothing January 1985 - January 1996
Sherry Martin Div. of Dawn Joy June 1990 - November 1992
Missy Moderate - Knit, Woven, Dresses, Sportswear August 1987 - June 1990
Liz Claiborne July 1981 - August 1982
Import Missy Liz Wear - Knit, Woven, Tops, Sportswear August 1979 - July 1981
Skills
Fashion Design, Microsoft Excel, Leadership, Fashion, Retirement Planning, Team Building, Customer Service, Public Speaking, Apparel, Financial Planning, Sales
Education
New York University 1977 — 1979
AAS degrees, Designing
Nutley High School 1971 — 1975
Testeachersonline.
series 6, NJ Life, Accident, and Health Licensed series 6
Susan Christian's World Financial Group Experience September 2010 - Present
Job Financial Consultant at World Financial Group
Industry Marketing and Advertising
Experience
World Financial Group September 2010 - Present
Skills
Analysis
Education
The University of Texas at Austin 1982 — 1986
BBA, Finance and Management Information Systems
World Financial Group September 2010 - Present
Skills
Analysis
Education
The University of Texas at Austin 1982 — 1986
BBA, Finance and Management Information Systems
Joe Lecourtois's World Financial Group Experience November 2003 - Present
Job World Financial Group
Industry Financial Services
Experience
World Financial Group November 2003 - Present
World Financial Group November 2003 - Present
Skills
Strategic Planning, Customer Service, Team Leadership, Public Speaking, New Business Development, Coaching, Marketing, Leadership Development, Business Strategy, Financial Analysis, Team Building, Negotiation, Retirement, Small Business, Insurance, Marketing Strategy, Business Planning
Education
Southern Alberta Institute of Technology / SAIT 2002 — 2006
Electrical Ticket
Lakeland College in Vermillion Alberta 1998 — 1999
Agricultural and Heavy Equipment Techninican certificate
World Financial Group November 2003 - Present
World Financial Group November 2003 - Present
Skills
Strategic Planning, Customer Service, Team Leadership, Public Speaking, New Business Development, Coaching, Marketing, Leadership Development, Business Strategy, Financial Analysis, Team Building, Negotiation, Retirement, Small Business, Insurance, Marketing Strategy, Business Planning
Education
Southern Alberta Institute of Technology / SAIT 2002 — 2006
Electrical Ticket
Lakeland College in Vermillion Alberta 1998 — 1999
Agricultural and Heavy Equipment Techninican certificate
Anthony Adesina (Tony Adex)'s World Financial Group Experience July 2010 - Present
Job Marketing Director: Insurance & Investments (Business Dev. & Talent Management)
Industry Human Resources
Experience
World Financial Group July 2010 - Present
Kelly Services January 2010 - July 2010
Rogers Communications October 2004 - December 2009
Nestlé S.A. January 2002 - July 2008
Rogers Communications (Sprint Canada) November 2001 - October 2004
Rogers Communications (Sprint Canada) October 1999 - November 2001
3D Micro Computers May 1998 - October 1999
Skills
Recruiting, Employee Benefits, Employee Relations, Cold Calling, Human Resources, New Business Development, Account Management, Negotiation, Business Development, Contract Recruitment, Sales, Training, Strategic Planning, Management, Sales Management, Insurance, Vendor Management, Customer Service, Retail, Leadership, Project Management, Strategy, CRM, Interviews, Call Centers, Talent Acquisition, Performance Management, Coaching, Sales Operations, Time Management, Personnel Management, Analysis, Talent Management, Sourcing, Technical Recruiting, Temporary Placement, Applicant Tracking..., Executive Search, HRIS, Onboarding, Employee Training, Employee Engagement, Teamwork
Education
Seneca College of Applied Arts and Technology 2011 — 2013
Certificate, Human Resources Management, 3.90/4.0
Osnuff Innovations, Toronto 2009 — 2009
Certificate, Business Analysis, 'A'
University of Leuven, Belgium 1993 — 1996
Master's Degree, Humanities, "Hons"
University of Ibadan, Nigeria 1987 — 1990
Bachelor of Arts (B.A.), Humanities/Humanistic Studies, 6.00/6.20
SS. Peter & Paul College, Ibadan. 1980 — 1985
Associate's Degree, Diploma in the Humanities (Arts)
World Financial Group July 2010 - Present
Kelly Services January 2010 - July 2010
Rogers Communications October 2004 - December 2009
Nestlé S.A. January 2002 - July 2008
Rogers Communications (Sprint Canada) November 2001 - October 2004
Rogers Communications (Sprint Canada) October 1999 - November 2001
3D Micro Computers May 1998 - October 1999
Skills
Recruiting, Employee Benefits, Employee Relations, Cold Calling, Human Resources, New Business Development, Account Management, Negotiation, Business Development, Contract Recruitment, Sales, Training, Strategic Planning, Management, Sales Management, Insurance, Vendor Management, Customer Service, Retail, Leadership, Project Management, Strategy, CRM, Interviews, Call Centers, Talent Acquisition, Performance Management, Coaching, Sales Operations, Time Management, Personnel Management, Analysis, Talent Management, Sourcing, Technical Recruiting, Temporary Placement, Applicant Tracking..., Executive Search, HRIS, Onboarding, Employee Training, Employee Engagement, Teamwork
Education
Seneca College of Applied Arts and Technology 2011 — 2013
Certificate, Human Resources Management, 3.90/4.0
Osnuff Innovations, Toronto 2009 — 2009
Certificate, Business Analysis, 'A'
University of Leuven, Belgium 1993 — 1996
Master's Degree, Humanities, "Hons"
University of Ibadan, Nigeria 1987 — 1990
Bachelor of Arts (B.A.), Humanities/Humanistic Studies, 6.00/6.20
SS. Peter & Paul College, Ibadan. 1980 — 1985
Associate's Degree, Diploma in the Humanities (Arts)
RODNEY DENDULK's World Financial Group Experience February 2015 - Present
Job MARKETING DIRECTOR WITH WORLD FINANCIAL GROUP
Industry Insurance
Experience
World Financial Group February 2015 - Present
Den Dulk Counseling Center January 1970 - January 2000
Skills
Group Therapy, Marketing, Management, Marketing Strategy, Sales, Strategic Planning, Leadership, New Business Development, Entrepreneurship
Education
California State University -- San Jose 1964 — 1967
Master’s Degree, Psychology
World Financial Group February 2015 - Present
Den Dulk Counseling Center January 1970 - January 2000
Skills
Group Therapy, Marketing, Management, Marketing Strategy, Sales, Strategic Planning, Leadership, New Business Development, Entrepreneurship
Education
California State University -- San Jose 1964 — 1967
Master’s Degree, Psychology
Raul Curiel's World Financial Group Experience May 2009 - April 2010
Job Associate Manager, Accounting Shared Services at Walgreens
Industry Retail
Experience
Walgreens June 2015 - Present
United Service Companies October 2013 - May 2015
United Service Companies March 2011 - October 2013
World Financial Group May 2009 - April 2010
Naval Surface Warfare Center May 2007 - August 2007
Skills
Accounts Receivable, Budgets, Finance, Accounts Payable, Financial Accounting, Journal Entries, Strategic Financial..., Analysis, General Ledger, Account Reconciliation, Financial Statements, Cost Accounting, Cash Management, Financial Statement..., Forecasting, Budgeting, Shared Services
Education
Purdue University Calumet 2011 — 2014
Masters, Accountancy
Purdue University Calumet 2004 — 2008
Bachelors of Science, Accounting
Purdue University Calumet
Bachelor of Science, Accounting
Walgreens June 2015 - Present
United Service Companies October 2013 - May 2015
United Service Companies March 2011 - October 2013
World Financial Group May 2009 - April 2010
Naval Surface Warfare Center May 2007 - August 2007
Skills
Accounts Receivable, Budgets, Finance, Accounts Payable, Financial Accounting, Journal Entries, Strategic Financial..., Analysis, General Ledger, Account Reconciliation, Financial Statements, Cost Accounting, Cash Management, Financial Statement..., Forecasting, Budgeting, Shared Services
Education
Purdue University Calumet 2011 — 2014
Masters, Accountancy
Purdue University Calumet 2004 — 2008
Bachelors of Science, Accounting
Purdue University Calumet
Bachelor of Science, Accounting
Hilary Murray's World Financial Group Experience January 2011 - February 2013
Job Financial Service Representative at TD Bank
Industry Banking
Experience
TD Bank September 2014 - Present
Self Employed January 2011 - Present
WORLD FINANCIAL GROUP January 2011 - February 2013
Ash Brokerage Corporations January 2010 - October 2010
Ash Brokerage Corporation January 2009 - December 2009
DELTA FINANCIAL ASSOCIATES, INC January 1990 - January 2009
Delta Financial Associates, Inc. January 1993 - January 1997
Delta Financial Associates, Inc. January 1990 - January 1993
Skills
life and health..., Notary Public, Series 6, Insurance, Management, Small Business, Employee Benefits, Investments, Finance, Customer Service, Life Insurance, Financial Services, Accounting, Disability Insurance
Education
Rutgers University-New Brunswick 1986 — 1990
BA, Economics, Accounting, Finance
TD Bank September 2014 - Present
Self Employed January 2011 - Present
WORLD FINANCIAL GROUP January 2011 - February 2013
Ash Brokerage Corporations January 2010 - October 2010
Ash Brokerage Corporation January 2009 - December 2009
DELTA FINANCIAL ASSOCIATES, INC January 1990 - January 2009
Delta Financial Associates, Inc. January 1993 - January 1997
Delta Financial Associates, Inc. January 1990 - January 1993
Skills
life and health..., Notary Public, Series 6, Insurance, Management, Small Business, Employee Benefits, Investments, Finance, Customer Service, Life Insurance, Financial Services, Accounting, Disability Insurance
Education
Rutgers University-New Brunswick 1986 — 1990
BA, Economics, Accounting, Finance
Kin Man Chu's World Financial Group Experience March 2006 - December 2007
Job Account Specialist at Sterling Bank and Trust
Industry Consumer Services
Experience
Sterling Bank and Trust February 2013 - Present
Sterling Bank and Trust February 2013 - Present
Comerica Bank June 2012 - December 2012
East West Bank April 2011 - June 2012
Ecco Retail July 2010 - April 2011
World Financial Group March 2006 - December 2007
Skills
Long-term Customer..., Cash Handling Experience, Sales, Expert relationship..., Finance, Cantonese, Microsoft Office, Event Planning, Teamwork
Education
San Francisco State University 2005 — 2009
Bachelor of Science, Corporate Finance and Financial Service
Galileo Academy of Science and Technology 2001 — 2005
High School Diploma, General Education
Chinese Central High School Elementary and Middle School 1994 — 2005
Chinese Language and Literature
Sterling Bank and Trust February 2013 - Present
Sterling Bank and Trust February 2013 - Present
Comerica Bank June 2012 - December 2012
East West Bank April 2011 - June 2012
Ecco Retail July 2010 - April 2011
World Financial Group March 2006 - December 2007
Skills
Long-term Customer..., Cash Handling Experience, Sales, Expert relationship..., Finance, Cantonese, Microsoft Office, Event Planning, Teamwork
Education
San Francisco State University 2005 — 2009
Bachelor of Science, Corporate Finance and Financial Service
Galileo Academy of Science and Technology 2001 — 2005
High School Diploma, General Education
Chinese Central High School Elementary and Middle School 1994 — 2005
Chinese Language and Literature
Linda Aquino's World Financial Group Experience June 2012 - Present
Job Marketing Director at World Financial Group
Industry Financial Services
Experience
WORLD FINANCIAL GROUP June 2012 - Present
Primerica Financial Services March 2002 - May 2012
Primerica Financial Services 2001 - 2010
Skills
Debt Elimination, Leadership, Money, Public Speaking, Indexed Annuities, Customer Service, Healthcare, Strategic Planning, Budgets, Licensed Life Insurance..., Non-profits, Insurance, Healthcare Management, Organizational..., Personal Finance, Hospitals, College Savings Plans, Roth IRA, Research
Education
National University 2010 — 2012
Master's degree, Health Care Administration/Management
National University 2010 — 2011
MHA, Master in Healthcare Administration
WORLD FINANCIAL GROUP June 2012 - Present
Primerica Financial Services March 2002 - May 2012
Primerica Financial Services 2001 - 2010
Skills
Debt Elimination, Leadership, Money, Public Speaking, Indexed Annuities, Customer Service, Healthcare, Strategic Planning, Budgets, Licensed Life Insurance..., Non-profits, Insurance, Healthcare Management, Organizational..., Personal Finance, Hospitals, College Savings Plans, Roth IRA, Research
Education
National University 2010 — 2012
Master's degree, Health Care Administration/Management
National University 2010 — 2011
MHA, Master in Healthcare Administration
Eddye Harris's World Financial Group Experience 2013 - Present
Job Radiology
Industry Medical Practice
Experience
HCA Pearland Medical Center November 2014 - Present
St.joseph 2013 - Present
World financial group 2013 - Present
Northwestern Memorial Hospital November 2005 - December 2009
Northwestern Memorial Hospital November 2004 - December 2009
Skills
Healthcare Information..., Patient Safety, Computed Tomography, Public Speaking, Inpatient, PACS, Pediatrics, Medical Imaging, Hospitals, BLS, Radiography, MRI, Healthcare Management, EMR, Radiology, RIS
Education
Northeastern Illinois University 2007 — 2012
Bachelor of Arts (BA), interdisciplinary studies
Academy of Health Science 2002 — 2004
Radiologic Technology/Science - Radiographer
HCA Pearland Medical Center November 2014 - Present
St.joseph 2013 - Present
World financial group 2013 - Present
Northwestern Memorial Hospital November 2005 - December 2009
Northwestern Memorial Hospital November 2004 - December 2009
Skills
Healthcare Information..., Patient Safety, Computed Tomography, Public Speaking, Inpatient, PACS, Pediatrics, Medical Imaging, Hospitals, BLS, Radiography, MRI, Healthcare Management, EMR, Radiology, RIS
Education
Northeastern Illinois University 2007 — 2012
Bachelor of Arts (BA), interdisciplinary studies
Academy of Health Science 2002 — 2004
Radiologic Technology/Science - Radiographer
Steve Salo's World Financial Group Experience July 2008 - Present
Job Associate at World Financial Group
Industry Financial Services
Experience
World Financial Group July 2008 - Present
Skills
Retirement, Disability Insurance, Fixed Annuities, Retirement Planning, Long-term Care, Insurance, Life Insurance, Term Life Insurance, Strategic Financial..., Mortgage Lending, Financial Planners, Estate Planning, 401k, Critical Illness, IRAs, Financial Planning
Education
San Diego State University-California State University
BS, Telecommunications & Film
World Financial Group July 2008 - Present
Skills
Retirement, Disability Insurance, Fixed Annuities, Retirement Planning, Long-term Care, Insurance, Life Insurance, Term Life Insurance, Strategic Financial..., Mortgage Lending, Financial Planners, Estate Planning, 401k, Critical Illness, IRAs, Financial Planning
Education
San Diego State University-California State University
BS, Telecommunications & Film
Garner Christopher's World Financial Group Experience March 2009 - 2013
Job Financial Consultant at Federal Financial Group
Industry Financial Services
Experience
Federal Financial Group 2013 - Present
Vested Business Brokers November 2012 - Present
World Financial Group March 2009 - 2013
DO-IT-RIGHT FINANCE March 2001 - July 2012
Skills
Property Management, Business Eval, Business Valuation, Marketing, Exceptional People..., Sales, Investments, Real Estate, Entrepreneurship
Education
Northeastern University 1996 — 2001
Finance & Accounting
Federal Financial Group 2013 - Present
Vested Business Brokers November 2012 - Present
World Financial Group March 2009 - 2013
DO-IT-RIGHT FINANCE March 2001 - July 2012
Skills
Property Management, Business Eval, Business Valuation, Marketing, Exceptional People..., Sales, Investments, Real Estate, Entrepreneurship
Education
Northeastern University 1996 — 2001
Finance & Accounting
Sarula Sart's World Financial Group Experience April 2008 - March 2012
Job Senior Marketing Director at World Financial Group (WFG)
Industry Financial Services
Experience
World Financial Group (WFG) April 2008 - Present
World Financial Group April 2008 - March 2012
The Balloch Group July 2005 - January 2008
Education
The University of Western Australia 2003 — 2005
Master, Biology
World Financial Group (WFG) April 2008 - Present
World Financial Group April 2008 - March 2012
The Balloch Group July 2005 - January 2008
Education
The University of Western Australia 2003 — 2005
Master, Biology
Denzell Wade's World Financial Group Experience August 2010 - Present
Job Associate, World Financial Group
Industry Financial Services
Experience
World Financial Group August 2010 - Present
Education
Texas A&M University-Commerce 2009 — 2013
Physics
World Financial Group August 2010 - Present
Education
Texas A&M University-Commerce 2009 — 2013
Physics
Denis Tilong's World Financial Group Experience January 1998 - Present
Job Senoir Associate, World Financial Group
Industry Insurance
Experience
World Financial Group January 1998 - Present
Education
Obafemi Awolowo University
Masters in Public Administration, Public Administration
University of Yaounde
Bachelor's degree, Geography
World Financial Group January 1998 - Present
Education
Obafemi Awolowo University
Masters in Public Administration, Public Administration
University of Yaounde
Bachelor's degree, Geography
Rhoda` Bungwon's World Financial Group Experience September 2009 - Present
Job Owner, World Financial Group
Industry Financial Services
Experience
World Financial Group September 2009 - Present
Skills
Customer Service, Financial Analysis, Banking, Strategic Planning, Risk Management, Business Analysis, Microsoft Word, Project Management, PowerPoint
Education
Northern Arizona University
Art Teacher Education
World Financial Group September 2009 - Present
Skills
Customer Service, Financial Analysis, Banking, Strategic Planning, Risk Management, Business Analysis, Microsoft Word, Project Management, PowerPoint
Education
Northern Arizona University
Art Teacher Education
Albert Hu's World Financial Group Experience June 2014 - Present
Job Division of Contracts & Purchasing
Industry Education Management
Experience
NYC Department of Education April 2015 - Present
World Financial Group June 2014 - Present
Ideal Auto March 2013 - May 2014
Garden City Group July 2011 - February 2013
Capital One November 2010 - July 2011
Skills
Finance, Entrepreneurship, Sales, Investments, Microsoft Office, Financial Analysis, Leadership, Financial Services, Series 7, Access, Credit Analysis, Trading, Management, Customer Service, PowerPoint, Marketing, Social Media Marketing, Microsoft Excel
Education
State University of New York at Buffalo - School of Management 2006 — 2010
Bachelor of Science (B.S.), Business Administration; Finance
Bayside High School 2002 — 2006
NYC Department of Education April 2015 - Present
World Financial Group June 2014 - Present
Ideal Auto March 2013 - May 2014
Garden City Group July 2011 - February 2013
Capital One November 2010 - July 2011
Skills
Finance, Entrepreneurship, Sales, Investments, Microsoft Office, Financial Analysis, Leadership, Financial Services, Series 7, Access, Credit Analysis, Trading, Management, Customer Service, PowerPoint, Marketing, Social Media Marketing, Microsoft Excel
Education
State University of New York at Buffalo - School of Management 2006 — 2010
Bachelor of Science (B.S.), Business Administration; Finance
Bayside High School 2002 — 2006
Loretta Muller's World Financial Group Experience September 2006 - April 2007
Job
Industry Banking
Experience
financial and insurance products November 2007 - March 2009
Kishwaukee College January 2007 - August 2007
World Financial Group September 2006 - April 2007
Ameriprise November 2005 - March 2006
Citizens First National Bank January 2001 - December 2004
U.S. Census Bureau October 1999 - August 2000
Education
Northern Illinois University
Master
Northern Illinois University
Bachelor of Science
Illinois Valley Community College
Associate of Arts
financial and insurance products November 2007 - March 2009
Kishwaukee College January 2007 - August 2007
World Financial Group September 2006 - April 2007
Ameriprise November 2005 - March 2006
Citizens First National Bank January 2001 - December 2004
U.S. Census Bureau October 1999 - August 2000
Education
Northern Illinois University
Master
Northern Illinois University
Bachelor of Science
Illinois Valley Community College
Associate of Arts
Mohammad Mukhtar's World Financial Group Experience February 2010 - Present
Job Financial Coach Director of Expansion East Coast
Industry Financial Services
Experience
World Financial Group February 2010 - Present
Education
Queens College 2003 — 2007
World Financial Group February 2010 - Present
Education
Queens College 2003 — 2007
stan martinez's World Financial Group Experience April 2014 - Present
Job Independent Retail Professional
Industry Retail
Experience
World Financial Group April 2014 - Present
Independent Associate Pre-Paid Legal Services Inc. & Identity Theft Shield July 2009 - Present
California Department of Corrections and Rehabilitation August 1997 - June 2007
ERA Network Real Estate May 1990 - July 1996
Skills
Retail, Team Building, Marketing, Team Leadership, Project Management, Public Speaking, Inventory Management, Collectables Marketing
Education
San Jose State University 1972 — 1974
Bachelor of Science (BS), Criminal Justice and Corrections
Hartnell Junior College 1967 — 1969
Associate of Arts (AA), General Studies
World Financial Group April 2014 - Present
Independent Associate Pre-Paid Legal Services Inc. & Identity Theft Shield July 2009 - Present
California Department of Corrections and Rehabilitation August 1997 - June 2007
ERA Network Real Estate May 1990 - July 1996
Skills
Retail, Team Building, Marketing, Team Leadership, Project Management, Public Speaking, Inventory Management, Collectables Marketing
Education
San Jose State University 1972 — 1974
Bachelor of Science (BS), Criminal Justice and Corrections
Hartnell Junior College 1967 — 1969
Associate of Arts (AA), General Studies
Tu-Uyen Huynh's World Financial Group Experience January 2014 - Present
Job Financial Representative at World Financial Group
Industry Accounting
Experience
World Financial Group January 2014 - Present
Onpac Energy November 2010 - July 2012
Skills
Microsoft Office, Microsoft Excel, Accounting, Management, Microsoft Word, Financial Analysis, Budgets, Financial Reporting, PowerPoint, Strategic Planning
Education
The University of Texas at Dallas 2009 — 2011
Bachelor's Degree, Accounting
World Financial Group January 2014 - Present
Onpac Energy November 2010 - July 2012
Skills
Microsoft Office, Microsoft Excel, Accounting, Management, Microsoft Word, Financial Analysis, Budgets, Financial Reporting, PowerPoint, Strategic Planning
Education
The University of Texas at Dallas 2009 — 2011
Bachelor's Degree, Accounting
C. Lauron's World Financial Group Experience January 2012 - Present
Job INDEPENDENT REPRESENTATIVE at WORLD FINANCIAL GROUP
Industry Insurance
Experience
WORLD FINANCIAL GROUP January 2012 - Present
Education
San Joaquin Delta College 2000 — 2003
AA, Business
WORLD FINANCIAL GROUP January 2012 - Present
Education
San Joaquin Delta College 2000 — 2003
AA, Business
Mauricio Deza's World Financial Group Experience August 2008 - December 2009
Job President at Auctus+Gratia
Industry Nonprofit Organization Management
Experience
Auctus+Gratia May 2011 - Present
Chuck-A-Rama May 2011 - Present
World Financial Group August 2008 - December 2009
Skills
Financial Analysis, English, Public Speaking, Spanish, Derivatives, Swaps, Leadership, Market Analysis, International Finance, Business Ethics, Microsoft Word, Microsoft Excel, PowerPoint, Conversational German, Strategic Planning, Risk Management, Development Projects, Country Risk Analysis, Hedging, Finance, Business Strategy
Education
Utah Valley University 2009 — 2012
Bachelor of Science (BS), Business Management with focus on Finance
Universidad San Ignacio de Loyola 2001 — 2003
Auctus+Gratia May 2011 - Present
Chuck-A-Rama May 2011 - Present
World Financial Group August 2008 - December 2009
Skills
Financial Analysis, English, Public Speaking, Spanish, Derivatives, Swaps, Leadership, Market Analysis, International Finance, Business Ethics, Microsoft Word, Microsoft Excel, PowerPoint, Conversational German, Strategic Planning, Risk Management, Development Projects, Country Risk Analysis, Hedging, Finance, Business Strategy
Education
Utah Valley University 2009 — 2012
Bachelor of Science (BS), Business Management with focus on Finance
Universidad San Ignacio de Loyola 2001 — 2003
Joseph Hwang's World Financial Group Experience January 2011 - December 2012
Job Relationship Banker at JPMorgan Chase & Co.
Industry Banking
Experience
Niche Explainer Videos February 2014 - October 2014
Fuddruckers January 2014 - October 2014
Modern Woodmen of America January 2013 - February 2014
College Station Medical Center September 2012 - December 2012
Texas A&M Concessions August 2012 - December 2012
Texas A&M University Libraries February 2011 - December 2012
World Financial Group January 2011 - December 2012
CiCi's Pizza June 2009 - August 2009
Vector Marketing June 2008 - August 2008
Skills
Licensed Life Insurance..., Needs Analysis, Solution Selling, Sales, Sales Operations, Direct Sales, Sales Process, Business Development, Management, Team Leadership, Team Building, Marketing, Microfinance, Health Economics, Healthcare, Hospitals, Microsoft Word, Analysis, Microsoft Excel, PowerPoint, Social Media, Microsoft Office, Time Management, Teamwork, Personal Financial..., Licensed Life & Health..., Disability Insurance, Computers, Working Knowledge of..., Data Analysis, Strategic Planning, Finance
Education
Texas A&M University 2008 — 2012
Bachelor of Science
Plano East Senior High School 2004 — 2008
High School Diploma
Niche Explainer Videos February 2014 - October 2014
Fuddruckers January 2014 - October 2014
Modern Woodmen of America January 2013 - February 2014
College Station Medical Center September 2012 - December 2012
Texas A&M Concessions August 2012 - December 2012
Texas A&M University Libraries February 2011 - December 2012
World Financial Group January 2011 - December 2012
CiCi's Pizza June 2009 - August 2009
Vector Marketing June 2008 - August 2008
Skills
Licensed Life Insurance..., Needs Analysis, Solution Selling, Sales, Sales Operations, Direct Sales, Sales Process, Business Development, Management, Team Leadership, Team Building, Marketing, Microfinance, Health Economics, Healthcare, Hospitals, Microsoft Word, Analysis, Microsoft Excel, PowerPoint, Social Media, Microsoft Office, Time Management, Teamwork, Personal Financial..., Licensed Life & Health..., Disability Insurance, Computers, Working Knowledge of..., Data Analysis, Strategic Planning, Finance
Education
Texas A&M University 2008 — 2012
Bachelor of Science
Plano East Senior High School 2004 — 2008
High School Diploma
Habana Mellet's World Financial Group Experience November 2014 - Present
Job
Industry Hospital & Health Care
Experience
Heartland Institute of Financial Education January 2015 - Present
World Financial Group November 2014 - Present
ACL Laboratories September 2012 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Sales
Education
Oakton Community College 2009 — 2014
Heartland Institute of Financial Education January 2015 - Present
World Financial Group November 2014 - Present
ACL Laboratories September 2012 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Sales
Education
Oakton Community College 2009 — 2014
Tyler Amrhein's World Financial Group Experience September 2013 - Present
Job Financial Advantage at World Financial Group
Industry Financial Services
Experience
World Financial Group September 2013 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Windows, Matlab, Event Planning, Time Management
Education
Orange Coast College 2012 — 2014
World Financial Group September 2013 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Windows, Matlab, Event Planning, Time Management
Education
Orange Coast College 2012 — 2014
Primerica
Advocare
Amway
ACN
World Financial Group (WFG)
Primerica Financial Services
Ambit Energy
Young Living Essential Oils