World Financial Group, Calgary (WFG)
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World Financial Group, Calgary (WFG) Employees
RentPath February 2015 - Present
RentPath December 2014 - January 2015
World Financial Group, Calgary (WFG) 2014 - 2015
RentPath (Formerly PRIMEDIA) June 2013 - December 2014
PRIMEDIA - Rentals.com July 2012 - May 2013
PRIMEDIA - Rentals.com August 2008 - March 2010
PRIMEDIA - Rentals.com June 2007 - April 2008
Boys and Girls Clubs of America November 2004 - May 2005
Skills
Salesforce.com, Sales, Marketing, Sales Operations, Call Centers, Microsoft Office, Online Advertising, Lead Generation, Account Management, Customer Service, B2B, Cold Calling
Education
Georgia Perimeter College 2008 — 2011
Associates of Science, Business in Administration System, 3.0
Ameriprise Financial Services, Inc. October 2014 - Present
Five Star Professional July 2013 - October 2014
Nouveaux July 2012 - July 2013
The Travelers Companies, Inc. (TRV) April 2001 - June 2012
World Financial Group, Calgary (WFG) November 2006 - June 2008
Avis Budget Group December 2005 - June 2006
Skills
Management, Insurance, Leadership, Process Improvement, Training, Program Management, Analysis, Sales, Risk Management, Underwriting, Recruiting, Project Management, Human Resources, Marketing, Team Building, SharePoint, Strategic Planning, Onboarding, Negotiation, Project Planning, Salesforce.com, Access, Ariba, Audix, Budgets, Claims, Lotus Notes, Microsoft Excel, Microsoft Office, Outlook, Quickplace, Workers Compensation, Customer Service, Property, Concur
Education
The College of St. Scholastica 2009 — 2011
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services, Cum Laude Graduate
United International College (Zhuhai, China) 2010 — 2010
Undergraduate Semester Exchange, International Economics and Chinese culture
State of Minnesota - Kaplan Financial 2007 — 2008
Resident Producer, Life & Health (Non-Renewed)
Bank of China June 2015 - Present
Columbia University in the City of New York September 2014 - Present
KBG Fund Group 卡贝基金 September 2014 - Present
Columbia University in the City of New York April 2014 - Present
Columbia University in the City of New York February 2014 - Present
Columbia University Chinese Students and Scholars Association April 2014 - March 2015
World Financial Group, Calgary (WFG) February 2014 - August 2014
United Nations October 2013 - December 2013
Liyang Crazy English May 2013 - August 2013
Ameriprise Financial Services, Inc. October 2012 - May 2013
Skills
Investments, Business Development, Leadership, Finance, Data Analysis, Works well with a team, Innovation, Diversity, Access, Financial Analysis, Financial Modeling, Chinese, Valuation, Risk Management, Statistics, Corporate Finance
Education
Columbia University in the City of New York 2013 — 2015
Master's degree, International Finance
The Ohio State University - The Max M. Fisher College of Business 2010 — 2013
Bachelor's degree, Finance, Risk Management &Insurance, Economics, Specialization GPA: 3.9
World Financial Group, Calgary (WFG) September 1997 - Present
Bogin, Munns & Munns, P.A. August 2010 - August 2011
Morgan & Morgan August 2009 - August 2010
Payas Payas & Payas LLP August 2006 - August 2009
Skills
Public Relations, Marketing Communications, PowerPoint, Event Planning, Legal Research, Email Marketing, Marketing, Social Networking, Leadership, Social Media Marketing, Event Management, Small Business
Education
National Louis University 1996 — 2000
Bachelor's degree, Business Administration and Management, General
ATB Financial 2014 - Present
Self Employed July 1992 - Present
World Financial Group, Calgary (WFG) July 2012 - August 2014
Calgary Hyundai September 2011 - June 2013
World Health Calgary February 2011 - June 2013
Shaftoe Consulting December 2004 - September 2011
Skills
Vocal, Acting, Theatre, Feature Films, Team Leadership, Life Insurance, Disability Insurance, Critical Illness, Segregated Funds, RRSP, RESP, Marketing, Referrals, Public Speaking, Master of Ceremonies, Networking, Sales Management, Songwriting, Voice Acting, Bollywood, Sales, Singing, Training, Personal Training, Fitness Training, Coaching, Recording, Music, Customer Satisfaction, Customer Service, Management, Team Building, Leadership, Insurance, Finance, Marketing Strategy, Strategic Planning, Investments, Wealth Management, Retirement Planning, Customer Retention
Education
Fanshawe College
Motive Power Technology, Automotive
ISSA
Personal Fitness Trainer, Personal Training
World Financial Group, Calgary (WFG) July 2012 - Present
Education
University of California, Riverside 2005 — 2010
Bachelor of Arts (B.A.), Mathematics
World Financial Group, Calgary (WFG) April 2012 - Present
Skills
Customer Service, Microsoft Office, Leadership, Team Building, Strategic Planning, Negotiation, Team Leadership, Budgets, Social Media, Troubleshooting, Sales, Project Management, Coaching, Event Management, Sales Management, New Business Development, Business Strategy, Marketing Communications, Marketing Strategy, Event Planning, LTL, Transportation, Teaching, Business Planning
Education
Carleton University 2003 — 2006
Bachelor of Arts (B.A.), Film/Cinema/Video Studies
Carleton University 2002 — 2006
Bachelor's degree, Psychology
World Financial Group (WFG) January 2014 - Present
World Financial Group, Calgary (WFG) January 2014 - Present
Skills
Credit Cards, Day Trading, Investments, Financial Services, Finance, Business, Entrepreneurship, Business Development, Start-ups, Private Equity, Business Planning, Strategic Planning, Real Estate, Management Consulting, Business Strategy, Due Diligence, Customer Service, Budgets, Financial Analysis, Funding, Management, Market Research, Marketing, Mergers, New Business Development, Online Marketing, Sales, Small Business, Strategic Financial..., Strategy, Team Leadership, Time Management, Venture Capital
Education
Florida State College at Jacksonville
Finance
World Financial Group, Calgary (WFG) August 2014 - Present
Brainstein Concepts April 2014 - Present
Investor January 2014 - Present
Kellogg Company August 2013 - Present
Noche de Estrellas Premios Juventud July 2013 - July 2013
Fomento Económico “Juntos Somos Mas Grandes” April 2013 - April 2013
Freelance January 2012 - June 2012
Nestle-Human Hand March 2012 - March 2012
Teatro Breve December 2011 - December 2011
Carico International August 2011 - December 2011
Skills
Teamwork, Effective communication..., Microsoft Word, Microsoft Excel, costumer service and..., Protool, Windows Movie Maker, Final Cut Pro, work under pressure, Microsoft Office, Redes sociales, Servicio de atención al..., Microsoft PowerPoint, Ventas, Organización de eventos, Español, Administración y..., Mercadotecnia en medios..., Estrategia de...
Education
UMET- Universidad Metropolitana 2013 — 2015
Master of Business Administration (M.B.A.), Finance, general
Universidad del Sagrado Corazón 2008 — 2013
Bachelor of Business Administration (B.B.A.), Marketing in Event Production
Fundacion Jose Ortega y Gasset 2011 — 2012
Student Exchange, Estudios Hispanicos Latinoamericanos y Europeos
Safeguard Properties June 2014 - Present
Safeguard Properties October 2012 - Present
Elite Management June 2012 - Present
World Financial Group, Calgary (WFG) January 2010 - May 2011
Yosick's Artisan chocolates 2010 - 2011
Skills
Bilingual, Microsoft Excel, Microsoft Word, PowerPoint, Consistency, Work Ethic, Time Management, Organization, Team-oriented, Individualization, Personal Development, Dedication to..., Dedicated Professional, Outlook
Education
The Ohio State University 2006 — 2011
Bachelor of Science (BS), Personal Financial Planning
World Financial Group, Calgary (WFG) November 2014 - Present
Booz Allen Hamilton March 2014 - Present
Skills
Accounting, Accounts Payable, Financial Accounting, Forensic Accounting, Auditing, Computer Proficiency, Cost Accounting, Department Budgeting, Account Management, Project Management, Administrative Functions, Quantitative Research
Education
Georgetown University 2012 — 2013
Certification, Forensic Accountant
Strayer University (VA) 2009 — 2011
Master of Science (M.S.), Accounting/Concentration in Controllership
Valdosta State University 2000 — 2005
Bachelor of Science, Psychology
Thomas Technical College 1999 — 2000
Certification, General Office Assistant
Thomas County Central High 1996 — 2000
Diploma
Farmers & Merchants Bank of Long Beach July 2004 - Present
World Financial Group, Calgary (WFG) July 2006 - July 2007
Advantage Certified Development Corporation April 1992 - July 2004
Travelers Group/Primerica February 1997 - June 1999
City of Long Beach - Financial Management November 1991 - April 1992
City of Long Beach - Community Development Dept - Business Assistance Div/LB LDC March 1987 - November 1991
Keyes Fibre Company August 1985 - March 1987
Government of American Samoa - AR/AP/Disbursing Dept August 1981 - July 1984
Skills
Commercial Lending, Microsoft Office, Microsoft Excel, Microsoft Word, QuickBooks, AS400 system, Customer Service, 10 Key, Loan Servicing, Loan Origination, Notary Public, Accounting, Auditing, Loans, Finance
Education
Coastline Community College 2013 — 2017
Bachelor of Science (BS), Accounting and Business/Management
A.D. Banker 1997 — 2007
Life Insurance
Long Beach City College 1986 — 1987
Accounting
North Orange County Reoccupational Center 1985 — 1985
Computerized Accounting
World Financial Group, Calgary (WFG) August 2014 - Present
HONING CONTE PORRINO INSURANCE AGENCY, INC. November 2013 - March 2014
CITIBANK June 2012 - January 2013
Skills
SAS, Microsoft Excel, Stata, EViews, Valuation, Financial Analysis, Risk Management, Financial Modeling, Corporate Finance, SAS Certified Base..., SQL, C
Education
Fordham University 2013 — 2014
Master's degree, Finance, General
5LINX Enterprises Inc. October 2012 - Present
Home November 2009 - Present
The Arc Baltimore March 2012 - March 2015
Good Shepherd Center September 2008 - November 2009
Department of Transportation/Hilda Management Group September 2005 - March 2008
World Financial Group, Calgary (WFG) 2008 - 2008
Skills
Human Resources, Recruiting, Customer Service, Training, Employee Benefits, Management, Payroll, Administrative..., Program Management, Research, New Hire Orientations, Employee Relations, Hiring, Data Analysis, Organizational..., Leadership Development, Screening, Talent Acquisition, Talent Management, Performance Management, Onboarding, Policy, Interviews
Education
Strayer University 2002 — 2012
Bachelor of Business Administration (B.B.A.), Legal Studies, General
Strayer University-Maryland 2002 — 2012
Bachelor of Business Administration (BBA), Business Administratioin concentration in Legal Studies
World Financial Group, Calgary (WFG) August 2013 - Present
US Attorney's Office April 2008 - Present
Education
University of California, Santa Barbara 1999 — 2003
Bachelor of Science, Sociology
Wal-Mart Canada June 2011 - Present
Walmart January 2004 - Present
Walmart 2013 - Present
Walmart Canada 2014 - Present
Walmart November 2001 - June 2011
World Financial Group, Calgary (WFG) March 2002 - April 2003
Skills
Retail, Analysis, Sales, Management, Inventory Management, Risk Management, Auditing, Store Management, Selling, Financial Risk, Loss Prevention, Inventory Control, Merchandising, Invoicing, Operations Management, Sales Operations, Store Operations, Risk Assessment, Compliance, Risk Analysis, Microsoft Office, Microsoft Word, Workplace Safety
Education
Laurentian University/Université Laurentienne 2009 — 2012
Bachelor of Commerce (B.Com.), Business/Commerce, General
Seneca College of Applied Arts and Technology 2007 — 2008
Associate's degree in Accounting & Finance, Accounting and Finance
Seneca College of Applied Arts and Technology 2004 — 2007
Graduate Certificate in Accounting Information Technology, Information Technology
1iota - The Fan Agency March 2015 - Present
McRoberts Protective Agency, Inc. February 2015 - Present
Andrews International February 2015 - Present
sbe Group February 2015 - Present
World Financial Group, Calgary (WFG) October 2014 - December 2014
Sunoco June 2013 - December 2014
Beal Talent and Associates January 2013 - May 2013
Advance Talent Management January 2013 - May 2013
Business Careers in Entertainment Club August 2010 - May 2012
The Collective June 2011 - July 2011
Skills
Non-profits, Event Management, Fundraising, Promotions, Public Relations, Volunteer Management, Final Cut Pro, Social Networking, Nonprofits, Social Media, Entertainment, Facebook, Film, Event Planning, Blogging, Social Media Marketing, Leadership, Project Management, Marketing, Microsoft Office
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Arts (B.A.), Telecommunications
Indiana University Bloomington 2008 — 2012
Bachelor's degree, Telecommunications/Film
Consultant 2008 - Present
World Financial Group, Calgary (WFG) 2004 - 2008
Education
Centennial College 2000 — 2004
Business - Accounting
World Financial Group, Calgary (WFG) May 2012 - Present
Legal Services of New Jersey February 2012 - November 2013
Skills
Public Speaking, Microsoft Office, Public Policy, Legal Research, Personal Development, Financial Services, Financial Literacy..., Nonprofits, Social Media, Spanish, Fundraising, Leadership
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2011
Bachelor's degree, Political Science and Government, Graduate
World Financial Group, Calgary (WFG) June 2015 - Present
Welk Resort Group March 2014 - June 2015
The Stuart Company Real Estate and Developement January 2009 - March 2012
Education
Diablo Valley College 2012 — 2014
Marketing, Advertising, Art, Digital Media
Los Angeles City College 2011 — 2012
Graphic Design, Digital Media, Film, 3D Arts
Acalanes High School 2009 — 2011
The University of UTAH Hospitals and Clinics August 2015 - Present
DaVita Heatlhcare Partners Inc. April 2014 - July 2015
World Financial Group, Calgary (WFG) January 2014 - January 2015
DaVita January 2011 - April 2014
AIDS Healthcare Foundation April 1995 - December 2010
Skills
Medicare, Health Insurance, Activity Coordination, Committees, Health Care Reform, HIV/AIDS education, Case Management Services, Team Leadership, Retail Sales, Customer Satisfaction, Customer Retention
Education
East Los Angeles College
University of Phoenix
Medical Office Management/Administration
World Financial Group, Calgary (WFG) September 2013 - Present
Skills
Investments, Financial Analysis, Insurance, Marketing, Financial Planning, Team Building, Accounting, Wealth Management, Leadership, Microsoft Excel
Education
Saint Leo University 2009 — 2013
Criminal Justice Homeland Security, Criminalistics and Criminal Science
Cetera Financial Specialists October 2003 - Present
World Financial Group, Calgary (WFG) 2002 - 2008
CVS Caremark Corporation January 2001 - January 2003
Van Ru Credit Corp January 2000 - January 2001
St Francis Hospital February 1999 - July 2000
Care Plus Management 1994 - 1996
Skills
Customer Service, Accounting, Microsoft Office, Accounts Receivable, Microsoft Excel, Finance, Financial Reporting, Team Building, Medical Coding, Collections, Spreadsheets, System Administration, Accounts Payable, Oracle, Oracle SQL, Microsoft Windows 98, SAMETIME, Alchemy, Excel, Organizing, FILENET, Administration, CATS, CAESAR, HBO SYSTEM, General Ledger, CNA, AS400, Oracle Portal, FDS, Cpr Certified, Medical Billing, 10 Key, Telemarketing, Direct Sales, PBX, Sales Recruitment, Travel Planning, Payroll Processing, Sales Force Development, Jabber
Education
JCM INSTITUTE 2011 — 2011
CERTIFIED NURSING ASSISTANT, CNA
Medical Career Institute 1997 — 1998
Medical Insurance Coding Specialist/Coder
MEDICAL CAREER INSTITUTE 1996 — 1997
CERTIFICATION, MEDICAL CODING
College of DuPage
Aflac November 2012 - Present
World Financial Group, Calgary (WFG) June 2014 - August 2015
Los Angeles Unified School District June 2015 - June 2015
Progressive Estates LLC February 2007 - February 2015
Skills
Teaching, Lesson Planning, Microsoft Office, Secondary Education, Customer Service, Microsoft Word, Customer Satisfaction, Classroom, Curriculum Design, PowerPoint, Sales, Social Media
Education
University of Southern California 2010 — 2012
Master's in Teaching, Social Studies Teaching Credential, 6th through 12th
California State University-Northridge 2009 — 2010
Bachelor's of Science, Sociology
California State University-Dominguez Hills 1991 — 1994
Sociology
Be Your Own Kind of Beautiful September 2015 - Present
Ronald McDonald House Charities Toronto September 2015 - Present
FACTSnet Alberta May 2015 - Present
Walmart October 2012 - Present
Alberta Ltd.Liquor INN November 2012 - May 2015
Delaware North Companies August 2014 - November 2014
CIBC January 2014 - February 2014
World Financial Group, Calgary (WFG) June 2013 - November 2013
City of Edmonton October 2013 - October 2013
YMCA August 2011 - January 2013
Skills
Retail, Marketing Communications, Direct Sales, Temporary Staffing, Supervisory Skills, Customer Service, Teaching Experience, General Administration, Commercial Cleaning, Non-profits, Restaurants, Problem Solving, academic project..., Nonprofits, Administrative Work, Teaching, Management, Human Resources, Interviews, Sales, Teamwork, Recruiting, Microsoft Excel, Staff Development, Analysis
Education
University of Alberta 2013 — 2017
Bachelor of Education (B.Ed.) after degree, Generalist Degree major
Norquest College 2013 — 2013
Interculture Communication, Education
Grant Macewan College 2008 — 2012
Diploma, Human Resource Management
Sikkim Manipal University of Health, Medical and Technological Sciences 2004 — 2006
MBA, Human Resource Management(Major)and Marketing(Minor)
Jadavpur University 2002 — 2004
MA, International Relations and Global Affairs
Tripura University 1999 — 2001
BA, Political science, 1st Class 1st - 1999-2001 Tripura University, Tripura West, India
The University of Calgary
BSW
World Financial Group, Calgary (WFG) October 2014 - Present
Property Resource Management 2014 - Present
Capital Assets June 2010 - August 2012
Capital Assets June 2010 - August 2012
Rubio's Fashion Stop September 2007 - May 2010
The Shopper, Inc. February 2005 - October 2007
Arrow Marble in April 2000 - December 2006
Skills
Bilingual..., Outstanding verbal and..., Substantial experience..., Proficient in MS Word /..., Excellent interpersonal..., Sales, Budgets, Customer Satisfaction, Auditing, Bookkeeping, Customer Service, Financial Statements, Human Resources, Management, Marketing, Microsoft Word, Project Planning, Retail, Small Business, Spreadsheets
Education
San Fernando High School 1997 — 2000
General, Financial Planning and Services
Los Angeles Mission College
Soul Power Creations January 2012 - Present
Siemens Industry US April 2012 - Present
World Financial Group, Calgary (WFG) November 2014 - Present
Siemens Industry February 2011 - April 2012
Brunell Controls September 2010 - February 2011
Siemens Industry May 2006 - September 2010
Skills
Engineering, AutoCAD, Project Management, Automation, Microsoft Office, Electronics, Troubleshooting, Microsoft Excel, Program Management, Photoshop, Management, Electrical Engineering, PowerPoint, Pro/Engineer, Word, Excel, Character Animation, Traditional Animation, Flash Animation, Storyboarding, Analysis, Life Insurance, Long Term Care Insurance
Education
Art Institute of Pittsburgh 2010 — 2012
Certification, 2D Animation, 3.17
Rensselaer Polytechnic Institute 2002 — 2006
Bachelor, Electrical Engineering
Guggenheim Museum September 2015 - Present
World Financial Group, Calgary (WFG) June 2015 - August 2015
United Nations February 2015 - April 2015
Pushkin Society in America, Lodyjensky Immigration Archive Center August 2014 - December 2014
The Queens Library, Baisley Park Branch July 2012 - August 2012
SBLI USA Mutual Life Insurance Company, Inc. January 2011 - June 2011
Premier Healthcare April 2009 - November 2010
Skills
Microsoft Office, Public Speaking, Editing, Event Planning, Community Outreach, Social Media, Research, Microsoft Word, Teaching, Data Entry, Volunteer Management, Fundraising, Nonprofits, Creative Writing, Grant Writing
Education
Queens College Graduate School of Library and Information Studies 2011 — 2014
Master's Degree, Archival Studies
Queens College 2006 — 2010
Bachelor's Degree, English Language and Literature, General, 3.414
The Summit School 2001 — 2006
High School
World Financial Group, Calgary (WFG) July 2015 - Present
ROYALE BUSINESS CLUB INTERNATIONAL, INC. May 2015 - Present
Tim Hortons October 2008 - Present
Skills
Strategic Planning, Microsoft Word, Project Management, Customer Service, Microsoft Office, Microsoft Excel, Team Building, Marketing, Team Leadership, Marketing Strategy, Teamwork, PowerPoint, Inventory Management, Creating Successful...
Education
The Business Career College 2015 — 2015
Life License Insurance
the Business career college
LLQP
Transamerica August 2013 - Present
World Financial Group, Calgary (WFG) August 2013 - Present
Skills
Business Strategy, Investments, Estate Planning, Qualified Retirement...
Education
Campus Magnet High School 2003 — 2016
Saint Leo University 2010 — 2013
Bachelor of Applied Science (B.A.Sc.), Criminal Justice and Homeland Security
University of Calgary August 2015 - Present
World Financial Group, Calgary (WFG) October 2014 - Present
Brookfield Johnson Controls November 2011 - May 2014
No-Burn Canada May 2010 - November 2011
WestJet April 2007 - November 2009
Nortel Networks / Keane Canada / Computer Sciences Canada March 1998 - October 2006
Skills
Management, People-oriented, Process Improvement, Critical Thinking, Systems Analysis, Microsoft Excel, Data Analysis, MS Project, Manufacturing, Accounting, Government, Airline Reservations, MPE, HP-UX, Databases, Project Management, Project Planning, Contract Management, Customer Service, Change Management, Budgets, Microsoft Project, Program Management, Team Leadership, Team Building, Contract Negotiation, Strategic Planning, Leadership
Education
Southern Alberta Institute of Technology / SAIT 1983 — 1985
Computer Technology Diploma, Computer Technology/Computer Systems Technology
World Financial Group, Calgary (WFG) January 2014 - Present
RBC Bank November 2011 - Present
JP Morgan Chase September 2010 - November 2011
Financial Aid and Awards Service of the University of Ottawa May 2007 - September 2007
Education
University of Ottawa 2005 — 2009
environmental studies, geography
Montaigne
World Financial Group, Calgary (WFG) June 2015 - Present
Private Practice May 2011 - Present
Ali Baba Corporation April 2015 - August 2015
Ali Baba Corporation February 2012 - April 2015
Saratoga Retirement Community February 2012 - April 2014
Borders November 2010 - January 2011
UC Davis April 2010 - June 2010
Unbound Vision September 2008 - January 2010
Rite Aid Pharmacy June 2008 - August 2008
Davis Fire Crew April 2008 - August 2008
Skills
Microsoft Office, PowerPoint, Research, Data Entry, Adobe Creative Suite, Quality Assurance, Healthcare, Customer Service, Public Relations, Health Services..., Business Management, Data Analysis, Management, Adobe Acrobat, Nutrition, Nutritional Analysis, Nutrition Education, Medication..., Diet Planning, Dietetics, QuickBooks, Financial Planning, Activity Planning, AutoCAD, Solidworks, Vectorworks, Photoshop, Fire Safety, Event Planning, Outlook, CPR Certified, Sales, Time Management
Education
University of California, Davis 2006 — 2010
B.S., Clinical Nutrition
San Diego Padres January 2015 - Present
World Financial Group, Calgary (WFG) 2013 - Present
Camelback Ranch Baseball (Dodgers & White Sox Spring Training) February 2014 - April 2014
Western Truck School January 2006 - January 2010
Skills
Process Improvement, Customer Service, Strategic Planning, Coaching, Team Building, Sales, Public Speaking, Recruiting, Leadership, Sports, Sports Management, Event Planning, Sports Marketing, Event Management, Training, Athletics, Social Networking, Fundraising, Marketing
Education
University of Phoenix 2013 — 2014
Master's Degree, Post Secondary Education and Training
Sports Management Worldwide 2014 — 2014
Certificate, Baseball GM and Scouting, Certificate
University of Phoenix 2011 — 2013
Bachelor's Degree, Business Administration and Management, General
University of Phoenix 2009 — 2011
Associate's Degree, Sports Management
International Student Life, University of Goergia August 2015 - Present
World Financial Group, Calgary (WFG) December 2012 - Present
University of Georgia August 2012 - Present
College of Pharmacy, University of Goergia August 2014 - May 2015
CNN, Best Comman Center November 2014 - November 2014
eMemory June 2013 - August 2013
Skills
Java, Project Management, Research, Teamwork, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Event Planning, SQL, Microsoft SQL Server, JavaScript, Risk Management
Education
The University of Georgia 2012 — 2016
Bachelor of Business Administration (BBA), Risk Management and insurance, Senior
Learning Solutions Kids May 2015 - Present
California Family Fitness March 2015 - Present
World Financial Group, Calgary (WFG) September 2014 - Present
EF Education First April 2013 - November 2014
Santa Barbara Athletic Club July 2013 - June 2014
Goleta Valley Athletic Club May 2012 - September 2012
ALDO Group August 2011 - September 2012
One.Soccer Schools March 2012 - July 2012
Skills
Facebook, Event Planning, Interpersonal..., PowerPoint, Social Media, World Travel, Hands-on Problem Solver, Customer Service, Social Influence, Social Media Marketing, Financial Services, Goal-driven leader, Global Perspective, Social Psychology, Microsoft Office, Travel Arrangements, Computer/Technical..., Leadership, Exceptional research..., Suicide Prevention, Typing, Sales, Critical Thinking, Volunteering, Empathy, Microsoft Word, Quick Witted, Pinterest Marketing, Pragmatic, Roman history, Transcribing, Outlook, Soccer, Italian cuisine, Numeracy, Microsoft Excel, Interpersonal...
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Arts (B.A.), Psychology, Communications
Università degli Studi di Firenze / University of Florence 2013 — 2013
Abroad Program, Abroad Program
Richmond in Rome 2012 — 2013
Abroad Program, Abroad Program
Roseville High School 2006 — 2010
High School Diploma, High School/Secondary Diplomas and Certificates, 3.9
Accuity October 2011 - Present
Accuity May 2008 - January 2012
World Financial Group, Calgary (WFG) 2009 - 2010
Accuity (Formerly Thomson Financial Publishing) June 2002 - April 2008
Best Buy - Old Orchard March 2000 - December 2005
Thomson Financial Publishing February 2000 - June 2003
Amerin Guaranty 1996 - 1999
Skills
Banking, Account Management, Payments, Sales, Team Leadership, Salesforce.com, Customer Service, Sales Management, Team Building, Insurance, Negotiation, Project Management, Risk Management, Marketing, Process Improvement, Product Management, Team Management, Training, New Business Development, Management, Leadership, CRM, Solution Selling, Market Research, Product Marketing, Finance, Business Analysis, Business Development, Customer Satisfaction, Lead Generation, Sales Process, B2B, Strategy, Relationship Management, Strategic Partnerships, Cross-functional Team..., Forecasting, Cold Calling, Financial Services, Strategic Planning, Business Strategy, Microsoft Office
Education
American InterContinental University 2008 — 2009
AABA, Business Administration
Triton-College 1999 — 1999
GED, Graduate Education Diploma
Lincoln Technical Institute 1994 — 1996
Bachelors in Automotive Technology, Automotive Technology
World Financial Group, Calgary (WFG) 1999 - Present
Skills
Retirement Planning, Investments, Retirement, Mutual Funds, Estate Planning, Insurance, Business Planning, Fixed Annuities, Disability Insurance, Critical Illness, Life Insurance, Term Life Insurance, Wealth, Pensions, Wealth Management, Sales, Coaching, Leadership, Team Building, Financial Planning
Education
The University of Calgary 1994 — 1996
Bachelor of Commerce, Petroleum Land Management
Red Deer College 1992 — 1994
iamArtsy.com May 2010 - Present
Floyd County Productions October 2011 - July 2013
World Financial Group, Calgary (WFG) March 2011 - October 2011
Apple July 2008 - May 2010
Tube Creative March 2008 - August 2008
NOPI Motorsports May 2006 - September 2006
NOPI Motosports May 2006 - September 2006
American Eagle Outfitters October 2005 - May 2006
Royal Learners May 2004 - May 2006
Blockbuster January 2003 - May 2005
Skills
Marketing, Video Production, Blogging, Photography, Film, Film Production, After Effects, Videographer, Artists, Compositing, Canon DSLR, Final Cut Pro, Photoshop, Sports Photography, Fine Art, Fine Art Photography, Social Media, Acting, Modeling, Art, Television, Motion Graphics, Video, Commercials, Layout, Graphics
Education
Savannah College of Art and Design 2006 — 2010
Broadcast Design and Motion Graphics, Fine Art, Multi-Media Art, Film, Video, Motion Design
World Financial Group, Calgary (WFG) March 2014 - Present
IVI_llc 2004 - 2007
Toyota Financial Services 1991 - 2001
ATC 1993 - 1995
Education
University of California, Los Angeles 1983 — 1986
Psych/Business
World Financial Group, Calgary (WFG) December 2014 - Present
World Financial Group Insurance Agency of Canada Inc and World Financial Group Securities 2014 - Present
The Home Depot Canada February 2008 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Strategic Planning, Customer Service, Accounting, Leadership, Budgets, Bookkeeping, Financial Reporting, Strategic Financial..., Project Management, Time Management
Education
Madurai Kamaraj University 2002 — 2006
Master of Commerce, Accounting and Finance
Madurai Kamaraj University
Master of Commerce, (Accounting, Banking, Economics, Business and Corporate Law)
World Financial Group, Calgary (WFG) May 2005 - Present
Skills
Financial Modeling, Financial Analysis, Financial Services, Business Development, Mentoring, Entrepreneurship, Retirement Planning, Life Insurance, Critical Illness, Disability Insurance, home and auto insurance, RESP, Insurance, Valuation, Due Diligence, Corporate Finance, Investments, Financial Planning, Strategic Planning, Retirement, Wealth Management
Education
Southern Alberta Institute of Technology
World Financial Group, Calgary (WFG) October 2012 - Present
Workforce Solutions Southeast Texas July 2013 - January 2014
hibu business July 2012 - May 2013
J.R.V. PLUMBING CO January 2010 - July 2012
EL PASO TIMES NEWSPAPER March 2005 - January 2010
G & L FORWARDING FREIGHT, INC March 2004 - September 2007
Skills
Customer Service, Advertising, Management, Organizational..., Marketing Strategy, Business Efficiency, Direct Sales, Sales Effectiveness, Communication Skills, Manufacturing, Social Networking, B2B, Entrepreneurship, Start-ups, Digital Media, Google Adwords
Education
Park University 2010 — 2013
Bachelor's degree, Business Management, 3.85
Park University 2010 — 2012
Associate's degree, Business Management, GPA 3.85
Anamarc College-El Paso 2010 — 2010
Certification, CNA (Nursing Assistant), GPA 3.11
El Paso Community College 1993 — 1995
Certification, Information Processing in Computers
New York Life Insurance Company July 2015 - Present
trader January 2001 - Present
World Financial Group, Calgary (WFG) December 2008 - July 2015
TD Ameritrade January 2015 - April 2015
Great Point Capital LLC April 2014 - January 2015
Skills
Equities, Portfolio Management, Investments, Options, Financial Modeling, Mutual Funds, Trading, Currency, Trading Strategies, Hedge Funds, Financial Markets, Mergers & Acquisitions, Derivatives, Due Diligence, Proprietary Trading, FX trading, Trading Systems, Finance, Hedging, Strategy, Bloomberg, Technical Analysis, Alternative Investments, Equity Trading, Electronic Trading..., FX Options, Pitch Books, Microsoft Office, Fixed Income, Electronic Trading, Mergers, Restructuring, OneSource, Financial Planners, Capital IQ, Commodity, Salesforce.com, Securities, International business..., LinkedIn, saleforce, Microsoft Office Suite, AutoCAD, 3DMAX, Photoshop, Trading Desk, Trading Platforms, Licensing, Equity Derivatives, Market Making
Education
Cameron University
MBA
The University of Texas at Austin
Bachelor of Arts (BA) Accounting/Finance
RBC October 2014 - Present
TD October 2013 - January 2014
World Financial Group, Calgary (WFG) April 2013 - September 2013
Capital One January 2012 - June 2012
Total Credit Recovery Limited October 2010 - June 2011
Education
George Brown College 2006 — 2009
Business Administration
World Financial Group, Calgary (WFG) March 2015 - Present
DOE September 2003 - Present
Skills
Literacy, Classroom Management, Lesson Planning, Educational Leadership, Differentiated..., Curriculum Design, Classroom, Curriculum Development, Elementary Education, Educational Technology, Teacher Training, Tutoring, Special Education, K-12, Social Studies, ESL, Teaching, Staff Development, Language Arts, Instructional Technology, Community Outreach, Public Speaking, Secondary Education
Education
Hampton University
Master's degree, Special Education and Teaching
James Madison University
Bachelor's Degree, Business
World Financial Group, Calgary (WFG) January 2005 - Present
Earls Restaurant May 1995 - January 2005
Earls 1996 - 2002
Skills
Estate Planning, Customer Relations, Distribution, Finance, Marketing and..., Franchising, Fixed Annuities, Strategic Financial..., Debt Management, Term Life Insurance, Insurance, Marketing, Retirement, Leadership, Retirement Planning, Investments, Customer Service, Training, Entrepreneurship, Long-term Care, Life Insurance, Management, Wealth Management, Business Planning, Recruiting, 401k, Mutual Funds, Asset Managment, Retirement Savings, Wealth
Education
University of Alberta 2000 — 2004
Billingual BComm, Business Law, Finance, Marketing
World Financial Group, Calgary (WFG) August 2013 - Present
Glendale Adventist Medical Center 2001 - Present
PHP Agency LLC 2009 - 2012
Skills
Coaching, Customer Service, Entrepreneurship, HIPAA, Healthcare, Microsoft Office, Team Building, Leadership, Strategic Planning, Social Networking, Management, Insurance
Education
University of Phoenix
Master of Business Administration (M.B.A.), Business Administration and Management, General
CSL Palm Springs July 2014 - Present
TBA September 2013 - January 2014
Home Depot 2010 - September 2013
Westside Centre for Spiritual Living January 2004 - May 2011
World Financial Group, Calgary (WFG) June 2010 - February 2011
Calgary Chamber of Commerce 2009 - 2010
International Centres for Spiritual Living 1993 - 2010
ICSL 1993 - 2010
CA{PS 2003 - 2004
Centre for Positive Living Calgary February 1999 - December 2003
Skills
Teaching, Public Speaking, Program Management, Books, Time Management, Writing, Leadership Development, Coaching, Personal Development, Team Building, Event Planning, Training, Organizational..., Psychology, Change Management, Conflict Resolution, Workshop Facilitation, Emotional Intelligence, Entrepreneurship, Management, Curriculum Development, Marketing Strategy, Preaching, Public Relations, Community Outreach, Executive Coaching, Leadership, Customer Service, Strategic Planning, Social Networking, Nonprofits, Motivational Speaking, Small Business, Fundraising, Psychotherapy, Volunteer Management, Blogging, Business Coaching, Editing
Education
Landmark Edcation 1977 — 2010
participant since 1977
BA Psych/Social Work San Jose State University 1973 — 1975
Advance work toward a MA in ED at Chapman University, Psych/ Social work
San Jose State University 1973 — 1975
BA, Psychology and Social work with a minor in History
Speakers College
Public Speaking
CARING HANDS PHYSIOTHERAPY LTD December 2014 - Present
FSE financial January 2013 - Present
World Financial Group, Calgary (WFG) 2009 - January 2013
WFG World Group Securities November 2009 - August 2011
Skills
Retirement Planning, Mutual Funds, Public Speaking, Fixed Annuities, Retirement, Life Insurance, Strategic Financial..., Marketing, Investments, Insurance, Budgets, Estate Planning, Wealth Management, Customer Service, Sales, Team Building, Critical Illness
Education
Mount Royal College
Certificate, Marketing/Marketing Management, General
eCapital LLC September 2014 - Present
ADT August 2013 - September 2014
Paul Ecke Ranch June 2009 - September 2012
City of San Diego March 2005 - June 2009
World Financial Group, Calgary (WFG) 2005 - 2006
Skills
Accounts Receivable, Account Reconciliation, Microsoft Excel, PowerPoint, CRM, Process Improvement, Credit Analysis, Propagation, Adaptability, Accuracy, Customer Service, Organization, Communication Skills, Accounts Payable, Great Plains Software
Education
California State University-San Marcos
Bachelor of Business Administration (B.B.S.), Business Administration and Management, General
World Financial Group, Calgary (WFG) May 2014 - Present
World Financial Group (WFG) November 2009 - May 2014
Skills
Investments, Strategic Financial..., Retirement Planning, Mutual Funds, Fixed Annuities, 401k, IRAs, Marketing, Insurance, Retirement, Long-term Care, Strategic Planning, Life Insurance, Team Building, Financial Planning, Wealth Management, Term Life Insurance, Small Business
Education
Arizona State University 1996 — 2001
master
Nelson Education March 2014 - Present
I Will Survive Association Ltd. February 2013 - Present
World Financial Group, Calgary (WFG) June 2009 - March 2014
Calgary Herald May 2008 - August 2011
Skills
Investments, Marketing Strategy, Strategic Financial..., Sales, Estate Planning, Retirement Planning, Marketing, Marketing Communications, Retirement, Team Leadership, New Business Development, Strategic Planning, Business Development, Wealth Management, Team Building, Business Planning, Financial Analysis, Insurance, Life Insurance
Education
The University of Lethbridge 2004 — 2008
Bachelor of Management, Marketing
World Financial Group, Calgary (WFG) March 2001 - Present
CANA Construction Ltd. 1997 - 2001
Education
University of Alberta 1992 — 1997
Engineer's Degree, Civil Engineering
World Financial Group, Calgary (WFG) April 2014 - Present
Designer Styles March 2011 - Present
ActionLink October 2011 - October 2013
MarketSource December 2011 - May 2013
Rooms To Go January 2011 - November 2011
DeVry University March 2008 - January 2011
Skills
Troubleshooting, Customer Service, Electronics, Leadership, Software Documentation, Training, Management, Networking, Program Management, Sales, Microsoft Office, Teamwork, Sales Management, Retail, Advertising, Process Scheduler, Computer Hardware, Databases, Public Speaking, Technical Support, Selling, Research, Windows
Education
DeVry University 2007 — 2011
B.S, Electronics Engineering Technology
World Financial Group, Calgary (WFG) May 2014 - Present
Laser Clinic September 2012 - Present
CIBC July 2007 - March 2011
Skills
Banking, Credit, Customer Service, Microsoft Excel, Microsoft Office, Teamwork, Change Management
Education
Canadian Aesthetic Academy 2012 — 2012
Diploma, Aesthetic and Medical Laser
George Brown College 2002 — 2004
Diploma, Computer System Technician
Seneca College of Applied Arts and Technology
FarmHub January 2015 - Present
World Financial Group, Calgary (WFG) January 2015 - Present
Western Hockey League August 2013 - Present
Deerland Equipment January 2005 - December 2014
Buhler Industries Inc. 2003 - 2005
National Hockey League 1999 - 2003
Skills
Sales Management, Leadership, Negotiation, Team Building, Sales, New Business Development, Account Management, Contract Negotiation, Marketing Strategy
Education
University of Regina 1987 — 1992
Bachelor of Arts (B.A.), English Language and Literature, General
World Financial Group, Calgary (WFG) March 2007 - Present
World Financial Group 2007 - 2011
Education
The University of Calgary 1991 — 1994
Bachelor's of Kinesiology
World Financial Group, Calgary (WFG) February 2012 - Present
Education
Pierce College at Fort Steilacoom 2007 — 2010
Heartland Institute for Financial Education November 2012 - Present
World Financial Group, Calgary (WFG) April 2007 - Present
Skills
Marketing, Team Leadership, Team Building, Coaching, Nonprofits, Employee Benefits, Financial Planning, Life Insurance, Entrepreneurship, Retirement Plan..., Pensions, Debt management, Financial Education
Education
Heartland Institute for Financial Education
Certified Financial Educator
University of Manitoba
Bachelor of Human Ecology, Nutrition
World Financial Group, Calgary (WFG) January 2010 - Present
Independent NJ Public Notary May 2013 - January 2014
Skills
Entrepreneurship
Education
DeVry University 2008 — 2012
Matera's on Park August 2013 - Present
Marketing Venture Partners, Inc. October 2012 - August 2013
NextGen: Health February 2012 - June 2012
St. Joseph's Hospital and Medical Center August 2007 - May 2011
World Financial Group, Calgary (WFG) June 2008 - October 2008
Skills
Clinical Research, Healthcare, Recruiting, Public Speaking, Medicine, Nonprofits, Networking, Event Management, Marketing, Event Planning
Education
Bloomfield College 2006 — 2012
Humanities
Takuyo Corporation dba Lighthouse January 2009 - Present
Takuyo Corporation dba Lighthouse San Diego June 2008 - December 2008
World Financial Group, Calgary (WFG) January 2007 - May 2007
Skills
Marketing
Education
San Diego State University-California State University 2005 — 2008
Bachelor of Science (BS), Marketing
Cuyamaca College 2002 — 2005
World Financial Group, Calgary (WFG) January 2015 - Present
Skills
English, Research, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook, Teaching, HTML, Editing, Facebook
Education
ASA Institute of Business and Computer Technology 2013 — 2015
Associate's Degree, Accounting and Business/Management
Hunter College 2009 — 2012
Bachelor of Arts (B.A.), English Creative Writing
Borough of Manhattan Community College 2007 — 2009
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
World Financial Group, Calgary (WFG) 2009 - 2012
Bank of the West March 2007 - May 2009
Skills
Mutual Funds
Education
Skyline College 2012 — 2013
Associate of Science (A.S.), Mathematics
DeVry University-California 2008 — 2013
Bechelors of Science Business Administration, Finance and Financial Management Services
Office of the Comptroller of the Currency June 2015 - August 2015
Pomona College Office of Campus Life August 2014 - May 2015
Exploration Summer Programs June 2014 - August 2014
World Financial Group, Calgary (WFG) June 2013 - July 2014
Inland Valley Hope Partners September 2013 - December 2013
The Law Office of John W. Tulac June 2013 - July 2013
Skills
Economics, Statistics, Research, Stata, SAS Programming, Organizational..., Microsoft Excel, Microsoft Office, Community Outreach, Public Speaking, Accounting, Facebook, Marketing, Teaching
Education
Pomona College 2012 — 2016
Bachelor's Degree
Upland High School 2008 — 2012
High School Diploma
Airtech Advanced Materials Group July 2013 - Present
Smart & Final April 2012 - June 2013
World Financial Group, Calgary (WFG) April 2010 - April 2012
United States Marine Corps May 2006 - May 2010
Skills
Inventory Control, Distribution Center..., Warehouse Management, Warehousing, Inventory Management, Supply Chain, Logistics, Shipping, Logistics Management, Operations Management, Supply Chain Management, Loss Prevention, Transportation..., Retail, Process Improvement, Leadership, Lean Manufacturing, Recruiting, Team Building, Materials, Sales, Six Sigma, Transportation, Microsoft Excel
Education
Argosy University 2015 — 2016
Master of Business Administration (M.B.A.), Organizational Leadership
Argosy University Los Angeles 2013 — 2015
Bachelor’s Degree, Finance, General, 3.5
Holgate High School 1999 — 2003
World Financial Group, Calgary (WFG) 2013 - Present
Hong Kong Restuarant 2001 - Present
Education
Texas State University-San Marcos 2010 — 2012
Bachelor of Science, Psychology
Self-employed March 2014 - Present
World Financial Group, Calgary (WFG) March 2014 - Present
Sapphire International KRS Inc. July 2008 - July 2010
Biologene LLC January 2006 - July 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Windows 7, Pdf, QuickBooks
Education
Queens College 1999 — 2002
Bachelor of Science (BS), Dietetics/Dietitian
Monarch Dental October 2012 - Present
Smile Magic October 2011 - January 2012
Smiley Dental March 2011 - October 2011
World Financial Group, Calgary (WFG) November 2010 - January 2011
McDonald's Corporation November 2009 - January 2011
Wingstop Restaurants, Inc. June 2006 - November 2008
Education
The University of Texas Southwestern Medical Center at Dallas
Doctor of Medicine (M.D.), Medicine
Richland Community College 2012 — 2015
Bachelor's degree, Biology, General, 4.0
ATI Technical Training Center 2011 — 2012
Dental Assistant, Dental Assistant