World Group Securities
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World Group Securities Employees
Employee
Years
Job
Industry
Sevan Sean Baroni Sevan Sean Baroni's World Group Securities Experience May 2004 - November 2006
Job Broker Associate at Dilbeck Real Estate Real
Industry Real Estate
Experience
Dilbeck Real Estate Real Living November 2011 - Present
Americana Real Estate Services September 2006 - November 2011
Assemblymember Paul Krekorian June 2009 - August 2009
World Group Securities May 2004 - November 2006
Skills
Listings, Short Sales, Investors, Property Management, Real Estate, Real Estate Transactions, Residential Homes, REO, Investment Properties, Foreclosures, Sellers, Single Family Homes, Referrals, Buyer Representation, Relocation, Income Properties, Property, Condos, SFR, 1031 Exchanges, New Homes, Greeting, New Home Sales, HUD, Commercial Real Estate, Seniors, e-PRO, Anniversaries, Townhomes, Buyers, Real Property, Move Up Buyers, FHA, Real Estate Financing, First Time Home Buyers, Refinance
Education
California State University-Northridge 2007 — 2009
B.S., Urban Studies and Planning
Dilbeck Real Estate Real Living November 2011 - Present
Americana Real Estate Services September 2006 - November 2011
Assemblymember Paul Krekorian June 2009 - August 2009
World Group Securities May 2004 - November 2006
Skills
Listings, Short Sales, Investors, Property Management, Real Estate, Real Estate Transactions, Residential Homes, REO, Investment Properties, Foreclosures, Sellers, Single Family Homes, Referrals, Buyer Representation, Relocation, Income Properties, Property, Condos, SFR, 1031 Exchanges, New Homes, Greeting, New Home Sales, HUD, Commercial Real Estate, Seniors, e-PRO, Anniversaries, Townhomes, Buyers, Real Property, Move Up Buyers, FHA, Real Estate Financing, First Time Home Buyers, Refinance
Education
California State University-Northridge 2007 — 2009
B.S., Urban Studies and Planning
Ladislao Jorge Kalmar Ladislao Jorge Kalmar's World Group Securities Experience June 2006 - December 2011
Job Independent Financial Services Professional
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division January 2012 - Present
Investment Advisors International, Inc. March 2010 - December 2011
World Group Securities June 2006 - December 2011
General Atomics January 1999 - October 2006
Operaciones Especiales Argentinas 1985 - 1997
Education
University of Redlands 2003 — 2005
MBA
The Institute of Economic and Political Studies - Cambridge 2004 — 2004
Economics
University of Phoenix 2001 — 2003
BSBA
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division January 2012 - Present
Investment Advisors International, Inc. March 2010 - December 2011
World Group Securities June 2006 - December 2011
General Atomics January 1999 - October 2006
Operaciones Especiales Argentinas 1985 - 1997
Education
University of Redlands 2003 — 2005
MBA
The Institute of Economic and Political Studies - Cambridge 2004 — 2004
Economics
University of Phoenix 2001 — 2003
BSBA
Rhaine Yamabushi Rhaine Yamabushi's World Group Securities Experience March 1999 - April 2003
Job Founder & Executive at MyEmaje Enterprise
Industry Cosmetics
Experience
MyEmaje February 2003 - Present
Alyant/National Recruiters August 2003 - March 2013
World Group Securities, March 1999 - April 2003
Education
MIT 2009 — 2015
Physics, Quantum, Metaphysics, Mechanics
Zion University 1999 — 2008
Religious Philosophy, Religious Philosophy and Counseling
Global School of Natural Medicine
HH.PHD, Nautriopathic Medicine / Holistic Science
MyEmaje February 2003 - Present
Alyant/National Recruiters August 2003 - March 2013
World Group Securities, March 1999 - April 2003
Education
MIT 2009 — 2015
Physics, Quantum, Metaphysics, Mechanics
Zion University 1999 — 2008
Religious Philosophy, Religious Philosophy and Counseling
Global School of Natural Medicine
HH.PHD, Nautriopathic Medicine / Holistic Science
Kourtney Hansen, MA, PPS, MFT-i Private Practice Kourtney Hansen, MA, PPS, MFT-i Private Practice's World Group Securities Experience 2002 - 2007
Job Marriage and Family Therapy Intern at SCV Therapy Solutions
Industry Individual & Family Services
Experience
SCV Therapy Solutions January 2015 - Present
William S. Hart Union High School District August 2010 - Present
Castaic Union School District August 2012 - June 2013
The Estate Management Group 2008 - 2009
World Group Securities 2002 - 2007
Liberty Mortgage Group 1996 - 2002
Skills
Public Speaking, Leadership, Psychology, Teaching, Staff Development, Program Management, Higher Education, Strategic Planning, Leadership Development, Training, Microsoft Office, Coaching, Team Building, Research, Customer Service, Student Counseling, Curriculum Design, Writing, Public Relations, Tutoring, Social Networking, Project Management, Program Development, Management, Organizational..., Entrepreneurship, Team Leadership, Problem Solving, Marketing Strategy, Instructional Design
Education
Phillips Graduate Institute 2011 — 2013
Master of Arts (M.A.), Marriage and Family Therapy (MFT) & School Counseling (PPS)
Chapman University 2008 — 2009
BA, Psychology
College of the Canyons 1985 — 1986
AS, Math
SCV Therapy Solutions January 2015 - Present
William S. Hart Union High School District August 2010 - Present
Castaic Union School District August 2012 - June 2013
The Estate Management Group 2008 - 2009
World Group Securities 2002 - 2007
Liberty Mortgage Group 1996 - 2002
Skills
Public Speaking, Leadership, Psychology, Teaching, Staff Development, Program Management, Higher Education, Strategic Planning, Leadership Development, Training, Microsoft Office, Coaching, Team Building, Research, Customer Service, Student Counseling, Curriculum Design, Writing, Public Relations, Tutoring, Social Networking, Project Management, Program Development, Management, Organizational..., Entrepreneurship, Team Leadership, Problem Solving, Marketing Strategy, Instructional Design
Education
Phillips Graduate Institute 2011 — 2013
Master of Arts (M.A.), Marriage and Family Therapy (MFT) & School Counseling (PPS)
Chapman University 2008 — 2009
BA, Psychology
College of the Canyons 1985 — 1986
AS, Math
Amy Pantini Hubbard Amy Pantini Hubbard's World Group Securities Experience March 2010 - April 2011
Job Reliable Caring Pet Sitter
Industry Hospitality
Experience
Plaid Pajama Pet Services April 2014 - Present
H & R Block January 2011 - January 2015
Transamerica March 2013 - November 2013
Comcast July 2011 - December 2011
World Group Securities March 2010 - April 2011
Effective Automation Solutions April 2009 - May 2010
Bank of the West/Banc West Investments March 2008 - February 2009
Morgan Stanley May 2007 - February 2008
Skills
Accounting, Bookkeeping, CRM, Depreciation, Employee Training, Financial Analysis, Financial Services, Investments, Management, Python, Sales, Securities, Sarbanes-Oxley Act, Tax, Social Media, Analysis, Time Management, Finance, Training, Banking, Small Business, Financial Advisory, Leadership, Strategic Financial..., Marketing, Marketing Strategy, Microsoft Office, Budgets, Financial Planning
Education
Mount Mercy University
BA, Social Work
University of Dubuque
Plaid Pajama Pet Services April 2014 - Present
H & R Block January 2011 - January 2015
Transamerica March 2013 - November 2013
Comcast July 2011 - December 2011
World Group Securities March 2010 - April 2011
Effective Automation Solutions April 2009 - May 2010
Bank of the West/Banc West Investments March 2008 - February 2009
Morgan Stanley May 2007 - February 2008
Skills
Accounting, Bookkeeping, CRM, Depreciation, Employee Training, Financial Analysis, Financial Services, Investments, Management, Python, Sales, Securities, Sarbanes-Oxley Act, Tax, Social Media, Analysis, Time Management, Finance, Training, Banking, Small Business, Financial Advisory, Leadership, Strategic Financial..., Marketing, Marketing Strategy, Microsoft Office, Budgets, Financial Planning
Education
Mount Mercy University
BA, Social Work
University of Dubuque
James Silverman James Silverman's World Group Securities Experience October 2008 - March 2011
Job Actor/Writer/Comedian/Producer/Dog Lover
Industry Entertainment
Experience
DHX Media/ W!ldbrain Entertainment Studios June 2010 - March 2011
World Group Securities October 2008 - March 2011
Doritos 2011 - 2011
Cartoon Network Studios March 2007 - April 2008
Cartoon Network Studios February 2006 - March 2007
Cartoon Network Studios August 2003 - February 2006
Blur Studio 2003 - 2004
Cartoon Network Studios May 2002 - August 2003
Thrave Animation February 2000 - March 2001
Skills
Animation, Character Animation, Television, Storyboarding, Post Production, Video Production, Film, Voice Over, Traditional Animation, Scripting, Pre-production, Entertainment, Commercials, Broadcast, Art, Feature Films, Screenwriting
Education
San Francisco State University 1994 — 1995
Allan Hancock College 1990 — 1994
Associates, English, Theatre, Liberal Arts
Pacific Conservatory for the Performing Arts
DHX Media/ W!ldbrain Entertainment Studios June 2010 - March 2011
World Group Securities October 2008 - March 2011
Doritos 2011 - 2011
Cartoon Network Studios March 2007 - April 2008
Cartoon Network Studios February 2006 - March 2007
Cartoon Network Studios August 2003 - February 2006
Blur Studio 2003 - 2004
Cartoon Network Studios May 2002 - August 2003
Thrave Animation February 2000 - March 2001
Skills
Animation, Character Animation, Television, Storyboarding, Post Production, Video Production, Film, Voice Over, Traditional Animation, Scripting, Pre-production, Entertainment, Commercials, Broadcast, Art, Feature Films, Screenwriting
Education
San Francisco State University 1994 — 1995
Allan Hancock College 1990 — 1994
Associates, English, Theatre, Liberal Arts
Pacific Conservatory for the Performing Arts
Joshua Hernandez Albo Joshua Hernandez Albo's World Group Securities Experience March 2003 - December 2011
Job *High Level Networker* *Training Innovator* *Financial Services Entrepreneur*
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division January 2012 - Present
LaunchPad Careers, Inc. January 2010 - Present
Investment Advisors International June 2008 - December 2011
World Group Securities March 2003 - December 2011
Remedy Intelligent Staffing 2001 - 2006
MicroAge January 1996 - January 2001
Skills
Public Speaking, Team Building, Coaching, Financial Education, Training and Development, Sales, Sales Management, Recruiting, Team Leadership, Customer Service, Event Planning, Business Development, Microsoft Office, Account Management, Management, Change Management, Project Management, Marketing, Entrepreneurship, Microsoft Excel, Mentoring, Microsoft Word, Human Resources, New Business Development, Negotiation, Finance, Small Business, Social Networking, Leadership, Strategic Planning, Time Management, Budgets, Training, Project Planning, Analysis, Salesforce.com, Business Strategy, Marketing Strategy, Start-ups, Leadership Development, Investments, Customer Satisfaction
Education
Anthem College-Phoenix 1995 — 1997
Degree - Information Techonology
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division January 2012 - Present
LaunchPad Careers, Inc. January 2010 - Present
Investment Advisors International June 2008 - December 2011
World Group Securities March 2003 - December 2011
Remedy Intelligent Staffing 2001 - 2006
MicroAge January 1996 - January 2001
Skills
Public Speaking, Team Building, Coaching, Financial Education, Training and Development, Sales, Sales Management, Recruiting, Team Leadership, Customer Service, Event Planning, Business Development, Microsoft Office, Account Management, Management, Change Management, Project Management, Marketing, Entrepreneurship, Microsoft Excel, Mentoring, Microsoft Word, Human Resources, New Business Development, Negotiation, Finance, Small Business, Social Networking, Leadership, Strategic Planning, Time Management, Budgets, Training, Project Planning, Analysis, Salesforce.com, Business Strategy, Marketing Strategy, Start-ups, Leadership Development, Investments, Customer Satisfaction
Education
Anthem College-Phoenix 1995 — 1997
Degree - Information Techonology
Sanja Pesich's World Group Securities Experience 2004 - 2005
Job Marketing Specialist at San Jose State University
Industry Nonprofit Organization Management
Experience
College of International and Extended Studies, SJSU June 2015 - Present
Dia Delights, www.diadelights.com July 2011 - Present
NAMI September 2013 - June 2015
Global Women's Leadership Network (SCU) 2009 - 2011
Santa Clara University September 2006 - March 2010
EMC 2010 - 2010
Solmentum 2010 - 2010
Wells Fargo 2006 - 2007
World Group Securities 2004 - 2005
The Friends Language School 2000 - 2003
Skills
Marketing Program..., New Business Development, Business Analysis, B2B Marketing, Sales Management, International Marketing, Services Marketing, Product Marketing, Marketing Management, Cross-functional Team..., CRM, Strategy, Marketing Strategy, Leadership, Market Research, Email Marketing, Marketing Communications, Program Management, Business Planning, Social Media, Marketing, Advertising, Management, Product Management, Training, Business Strategy, Team Leadership, Event Planning, Sales, Team Building, Go-to-market Strategy, Analysis, Cloud Computing, Blogging, Competitive Analysis, Lead Generation, Strategic Partnerships, Entrepreneurship, Start-ups, Direct Marketing, Salesforce.com
Education
Santa Clara University - Leavey School of Business 2011 — 2011
California Entrepreneurship Program, Entrepreneurship
Santa Clara University - Leavey School of Business 2006 — 2010
M.B.A., Marketing/Management
Univerzitet u Nišu
B.A., English Language and Literature
College of International and Extended Studies, SJSU June 2015 - Present
Dia Delights, www.diadelights.com July 2011 - Present
NAMI September 2013 - June 2015
Global Women's Leadership Network (SCU) 2009 - 2011
Santa Clara University September 2006 - March 2010
EMC 2010 - 2010
Solmentum 2010 - 2010
Wells Fargo 2006 - 2007
World Group Securities 2004 - 2005
The Friends Language School 2000 - 2003
Skills
Marketing Program..., New Business Development, Business Analysis, B2B Marketing, Sales Management, International Marketing, Services Marketing, Product Marketing, Marketing Management, Cross-functional Team..., CRM, Strategy, Marketing Strategy, Leadership, Market Research, Email Marketing, Marketing Communications, Program Management, Business Planning, Social Media, Marketing, Advertising, Management, Product Management, Training, Business Strategy, Team Leadership, Event Planning, Sales, Team Building, Go-to-market Strategy, Analysis, Cloud Computing, Blogging, Competitive Analysis, Lead Generation, Strategic Partnerships, Entrepreneurship, Start-ups, Direct Marketing, Salesforce.com
Education
Santa Clara University - Leavey School of Business 2011 — 2011
California Entrepreneurship Program, Entrepreneurship
Santa Clara University - Leavey School of Business 2006 — 2010
M.B.A., Marketing/Management
Univerzitet u Nišu
B.A., English Language and Literature
Christina Barsegyan Christina Barsegyan's World Group Securities Experience 2005 - December 2007
Job Project Manager with Lighting Design Experience
Industry Design
Experience
CS Illumination June 2015 - Present
C'est La Vie Events September 2006 - Present
LightStyle Automated Systems October 2013 - June 2015
OCIO Design Group April 2013 - September 2013
C'est La Vie Antiques 2010 - December 2012
Paper Source September 2008 - August 2010
Final's Door and Decor January 2007 - July 2008
World Group Securities 2005 - December 2007
Skills
AutoCAD, Photoshop, Revit, Space-planning, Event Planning, Small Business Marketing, Microsoft Suites, Construction Drawings, Model Building, 3D modeling software, Hand Drafting, Space planning, Interior Design, Styling, Microsoft Office, Merchandising, Retail, Furniture, Customer Service, InDesign, Sales, Sketching, Rendering, Space Planning
Education
Design Institute of San Diego 2010 — 2013
Bachelor of Fine Arts (B.F.A.), Interior Design
Moorpark College 2003 — 2006
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
CS Illumination June 2015 - Present
C'est La Vie Events September 2006 - Present
LightStyle Automated Systems October 2013 - June 2015
OCIO Design Group April 2013 - September 2013
C'est La Vie Antiques 2010 - December 2012
Paper Source September 2008 - August 2010
Final's Door and Decor January 2007 - July 2008
World Group Securities 2005 - December 2007
Skills
AutoCAD, Photoshop, Revit, Space-planning, Event Planning, Small Business Marketing, Microsoft Suites, Construction Drawings, Model Building, 3D modeling software, Hand Drafting, Space planning, Interior Design, Styling, Microsoft Office, Merchandising, Retail, Furniture, Customer Service, InDesign, Sales, Sketching, Rendering, Space Planning
Education
Design Institute of San Diego 2010 — 2013
Bachelor of Fine Arts (B.F.A.), Interior Design
Moorpark College 2003 — 2006
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Andy Hudak Andy Hudak's World Group Securities Experience March 2008 - January 2012
Job Investment Advisor 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
Investment Advisors International August 2010 - January 2012
World Group Securities March 2008 - January 2012
Springfield Local Schools and Wildwood Environmental Academy October 2006 - April 2010
Skills
Retirement Planning, Life Insurance, Investments, College Funding..., Asset Management, Student Loan..., Social Security Filing..., Disability Insurance, Long Term Care Insurance
Education
Bowling Green State University 2000 — 2005
Roy C. Start High School 1996 — 2000
Transamerica Financial Advisors, Inc., TransAmerica Financial Group Division January 2012 - Present
Investment Advisors International August 2010 - January 2012
World Group Securities March 2008 - January 2012
Springfield Local Schools and Wildwood Environmental Academy October 2006 - April 2010
Skills
Retirement Planning, Life Insurance, Investments, College Funding..., Asset Management, Student Loan..., Social Security Filing..., Disability Insurance, Long Term Care Insurance
Education
Bowling Green State University 2000 — 2005
Roy C. Start High School 1996 — 2000
Ken Brill Ken Brill's World Group Securities Experience June 1998 - January 2004
Job Assistant VicePresident, Compliance at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2004 - Present
World Group Securities June 1998 - January 2004
Argent Securities, Inc. May 1995 - June 1998
Thomson McKinnon Securities June 1986 - September 1991
Education
Kenyon College 1979 — 1983
B.A., Psychology
Saint Albans School 1975 — 1979
Janney Elementary School
MassMutual Financial Group January 2004 - Present
World Group Securities June 1998 - January 2004
Argent Securities, Inc. May 1995 - June 1998
Thomson McKinnon Securities June 1986 - September 1991
Education
Kenyon College 1979 — 1983
B.A., Psychology
Saint Albans School 1975 — 1979
Janney Elementary School
Bethany (Cole) Saldaña Bethany (Cole) Saldaña's World Group Securities Experience 2003 - 2005
Job President and CEO Saldaña Family
Industry Professional Training & Coaching
Experience
The Saldaña Family January 2012 - Present
NACS April 2012 - November 2013
NACS 2011 - 2011
Bank-Fund Staff Federal Credit Union 2007 - 2010
The Church of Jesus Christ of Latter-day Saints 2006 - 2007
World Group Securities 2003 - 2005
Skills
Fluent in Spanish, Storytelling, Appreciative Inquiry, Knowledge Management, Instructional Design, Project Management, Organizational..., Leadership Development, Coaching, Executive Coaching, Team Building, Public Speaking, Analysis, Program Management, Training, Change Management
Education
George Mason University 2009 — 2011
Master of Science, Organization Development and Knowledge Management
Brigham Young University 2000 — 2003
Bachelor of Science, Family Finance
The Saldaña Family January 2012 - Present
NACS April 2012 - November 2013
NACS 2011 - 2011
Bank-Fund Staff Federal Credit Union 2007 - 2010
The Church of Jesus Christ of Latter-day Saints 2006 - 2007
World Group Securities 2003 - 2005
Skills
Fluent in Spanish, Storytelling, Appreciative Inquiry, Knowledge Management, Instructional Design, Project Management, Organizational..., Leadership Development, Coaching, Executive Coaching, Team Building, Public Speaking, Analysis, Program Management, Training, Change Management
Education
George Mason University 2009 — 2011
Master of Science, Organization Development and Knowledge Management
Brigham Young University 2000 — 2003
Bachelor of Science, Family Finance
Mehrnaz (Mernie) Mendoza Mehrnaz (Mernie) Mendoza's World Group Securities Experience April 2002 - January 2012
Job Financial Professional
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. January 2012 - Present
World Financial Group (WFG) February 2001 - Present
Investment Advisors International November 2009 - January 2012
World Group Securities April 2002 - January 2012
Self employed May 2002 - August 2008
Education
California State University-Northridge 2008 — 2010
Bachelor of Arts (B.A.), Economics
Reseda High School 1997 — 2001
Transamerica Financial Advisors, Inc. January 2012 - Present
World Financial Group (WFG) February 2001 - Present
Investment Advisors International November 2009 - January 2012
World Group Securities April 2002 - January 2012
Self employed May 2002 - August 2008
Education
California State University-Northridge 2008 — 2010
Bachelor of Arts (B.A.), Economics
Reseda High School 1997 — 2001
Martin Vegh Martin Vegh's World Group Securities Experience December 2001 - February 2011
Job Financial Services Professional
Industry Financial Services
Experience
World Group Securities December 2001 - February 2011
Web Street Securities July 1988 - August 2001
American Express Financial Advisors July 1994 - July 1998
Chicago Board of Trade- MidAmerica Commodity Exchange July 1994 - July 1998
Skills
Compliance/Supervision
Education
Northern Illinois University 1973 — 1975
MS, Counseling Psychology
World Group Securities December 2001 - February 2011
Web Street Securities July 1988 - August 2001
American Express Financial Advisors July 1994 - July 1998
Chicago Board of Trade- MidAmerica Commodity Exchange July 1994 - July 1998
Skills
Compliance/Supervision
Education
Northern Illinois University 1973 — 1975
MS, Counseling Psychology
Peter Cebulka Peter Cebulka's World Group Securities Experience 1999 - 2004
Job Healthcare Staffing Executive
Industry Staffing and Recruiting
Experience
Jackson & Coker May 2015 - Present
Consilium Placement, LLC December 2014 - January 2015
Merritt Hawkins January 2004 - November 2014
University of Florida August 2011 - October 2014
World Group Securities 1999 - 2004
School District 100 1999 - 2002
Lakeland College 1996 - 1997
Skills
Recruiting, Healthcare, Physicians, Training, Sourcing, Interviews, Leadership, Strategy, Project Management, Applicant Tracking..., Talent Acquisition, Strategic Planning, Temporary Placement, Hiring, Temporary Staffing, Cold Calling, Internet Recruiting, Marketing, Permanent Placement, Contract Recruitment, Executive Search, Staffing Services, Technical Recruiting, College Recruiting, Employee Relations, Consulting, Human Resources, Recruitment Advertising, Onboarding, Benefits Negotiation, Screening Resumes, Resume Writing, Talent Management, Screening, Account Management, Sales, Team Building, Management, Leadership Development, Coaching, New Business Development, Business Development, Contract Negotiation, Healthcare Management, Customer Service, Public Speaking, Healthcare Consulting
Education
Northeastern Illinois University 1999 — 1999
Middle School Education Endorsement, Junior High/Intermediate/Middle School Education and Teaching
Lakeland College 1994 — 1998
Bachelor of Arts (B.A.), Secondary Education and Teaching, Concentration: Broad Fields Social Science, (with Honors)
Jackson & Coker May 2015 - Present
Consilium Placement, LLC December 2014 - January 2015
Merritt Hawkins January 2004 - November 2014
University of Florida August 2011 - October 2014
World Group Securities 1999 - 2004
School District 100 1999 - 2002
Lakeland College 1996 - 1997
Skills
Recruiting, Healthcare, Physicians, Training, Sourcing, Interviews, Leadership, Strategy, Project Management, Applicant Tracking..., Talent Acquisition, Strategic Planning, Temporary Placement, Hiring, Temporary Staffing, Cold Calling, Internet Recruiting, Marketing, Permanent Placement, Contract Recruitment, Executive Search, Staffing Services, Technical Recruiting, College Recruiting, Employee Relations, Consulting, Human Resources, Recruitment Advertising, Onboarding, Benefits Negotiation, Screening Resumes, Resume Writing, Talent Management, Screening, Account Management, Sales, Team Building, Management, Leadership Development, Coaching, New Business Development, Business Development, Contract Negotiation, Healthcare Management, Customer Service, Public Speaking, Healthcare Consulting
Education
Northeastern Illinois University 1999 — 1999
Middle School Education Endorsement, Junior High/Intermediate/Middle School Education and Teaching
Lakeland College 1994 — 1998
Bachelor of Arts (B.A.), Secondary Education and Teaching, Concentration: Broad Fields Social Science, (with Honors)
John Scinto Investment Advisor Representative John Scinto Investment Advisor Representative's World Group Securities Experience April 2000 - June 2002
Job Financial Services Entrepreneur | Senior Mentor | at John J. Scinto, CPA, MBA, MS
Industry Financial Services
Experience
World Financial Group (WFG) July 2001 - Present
John J. Scinto, CPA January 1988 - Present
World Financial Group (WFG) November 1995 - Present
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division July 2002 - Present
John J Scinto Real Estate January 1982 - March 2009
World Group Securities April 2000 - June 2002
A. L. Williams, Inc. January 1988 - October 1995
Unified Group, Inc. October 1986 - December 1987
John J. Scinto, CPA, MBA, MS January 1980 - October 1986
Internal Revenue Service March 1973 - December 1979
Skills
Team Building, Leadership, Coaching, Building Relationships, Business Strategy, Business Planning, Organizational..., Strategic Planning, Marketing Strategy, Training, Investments, Retirement Planning, Strategic Financial..., Public Speaking, Marketing, Small Business, Financial Analysis, Wealth Management, Portfolio Management, Risk Management, Sales Management, Fixed Annuities, Life Insurance, Insurance, Microsoft Office, 401k, Estate Planning, IRAs, Banking, Sales, Retirement, Project Planning, Securities, Equities, Asset Managment, Series 6, Series 63, Series 65, Mutual Funds
Education
Sacred Heart University 1965 — 1969
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
University of Bridgeport 1969 — 1976
Master of Business Administration (M.B.A.), Accounting
University of New Haven 1970 — 1975
Master of Science (M.S.), Criminal Justice/Law Enforcement Administration
Notre Dame High School 1961 — 1965
HS Diploma, College Prep
World Financial Group (WFG) July 2001 - Present
John J. Scinto, CPA January 1988 - Present
World Financial Group (WFG) November 1995 - Present
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division July 2002 - Present
John J Scinto Real Estate January 1982 - March 2009
World Group Securities April 2000 - June 2002
A. L. Williams, Inc. January 1988 - October 1995
Unified Group, Inc. October 1986 - December 1987
John J. Scinto, CPA, MBA, MS January 1980 - October 1986
Internal Revenue Service March 1973 - December 1979
Skills
Team Building, Leadership, Coaching, Building Relationships, Business Strategy, Business Planning, Organizational..., Strategic Planning, Marketing Strategy, Training, Investments, Retirement Planning, Strategic Financial..., Public Speaking, Marketing, Small Business, Financial Analysis, Wealth Management, Portfolio Management, Risk Management, Sales Management, Fixed Annuities, Life Insurance, Insurance, Microsoft Office, 401k, Estate Planning, IRAs, Banking, Sales, Retirement, Project Planning, Securities, Equities, Asset Managment, Series 6, Series 63, Series 65, Mutual Funds
Education
Sacred Heart University 1965 — 1969
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
University of Bridgeport 1969 — 1976
Master of Business Administration (M.B.A.), Accounting
University of New Haven 1970 — 1975
Master of Science (M.S.), Criminal Justice/Law Enforcement Administration
Notre Dame High School 1961 — 1965
HS Diploma, College Prep
Lorin A'Costa's World Group Securities Experience July 2007 - June 2008
Job Branch Manager at Sutherland Mortgage Services, Inc.
Industry Financial Services
Experience
Sutherland Mortgage Services, Inc. September 2013 - Present
Good News Only Network.com March 2008 - Present
Stanford Mortgage July 2013 - September 2013
Clear Capital May 2012 - July 2013
Independent Insurance Agent November 2009 - November 2010
Windmill Square Commercial LLC March 2009 - November 2010
Fraser Agency - Los Angeles June 2008 - November 2009
World Group Securities July 2007 - June 2008
New Century Mortgage Corp. October 2004 - June 2006
Town & Country Credit September 1996 - October 2004
Skills
Loans, Real Estate, Small Business, Team Building, Leadership, Mortgage Lending, Banking, Customer Service, Budgets, Marketing, Negotiation, Refinance, Risk Management, Management, Training, Project Planning, Nonprofits, Fundraising, Credit, Accounting, Human Resources, Time Management, Event Management, Mortgage Banking, Underwriting, Financial Analysis, Finance, Business Development, FHA, Loan Origination, Loss Mitigation, USDA, Mortgage Servicing, Executive Management, Financial Services, Loan Servicing, Residential Mortgages, Portfolio Management, Mortgage Underwriting, Sales Management, Credit Analysis, Selling, Asset Management, Commercial Lending, Foreclosures, Real Estate Economics, Small Business Lending, Real Estate Transactions, Valuation, Real Estate Financing
Education
Northwestern University 1961 — 1964
Business Administration
Southern Illinois University, Carbondale 1960 — 1961
none, Business Administration
Sutherland Mortgage Services, Inc. September 2013 - Present
Good News Only Network.com March 2008 - Present
Stanford Mortgage July 2013 - September 2013
Clear Capital May 2012 - July 2013
Independent Insurance Agent November 2009 - November 2010
Windmill Square Commercial LLC March 2009 - November 2010
Fraser Agency - Los Angeles June 2008 - November 2009
World Group Securities July 2007 - June 2008
New Century Mortgage Corp. October 2004 - June 2006
Town & Country Credit September 1996 - October 2004
Skills
Loans, Real Estate, Small Business, Team Building, Leadership, Mortgage Lending, Banking, Customer Service, Budgets, Marketing, Negotiation, Refinance, Risk Management, Management, Training, Project Planning, Nonprofits, Fundraising, Credit, Accounting, Human Resources, Time Management, Event Management, Mortgage Banking, Underwriting, Financial Analysis, Finance, Business Development, FHA, Loan Origination, Loss Mitigation, USDA, Mortgage Servicing, Executive Management, Financial Services, Loan Servicing, Residential Mortgages, Portfolio Management, Mortgage Underwriting, Sales Management, Credit Analysis, Selling, Asset Management, Commercial Lending, Foreclosures, Real Estate Economics, Small Business Lending, Real Estate Transactions, Valuation, Real Estate Financing
Education
Northwestern University 1961 — 1964
Business Administration
Southern Illinois University, Carbondale 1960 — 1961
none, Business Administration
Jose Arevalo Jose Arevalo's World Group Securities Experience October 1998 - February 2002
Job Business Development Manager at DuPont
Industry Plastics
Experience
DuPont Medical Packaging 2005 - Present
AstraZeneca March 2002 - June 2005
World Group Securities October 1998 - February 2002
Rexam Medical Packaging February 1995 - September 1998
Astro-Valcour 1988 - 1995
Skills
Sales, Cross-functional Team..., Product Development, R&D, Marketing, Manufacturing, Business Development, Continuous Improvement, Lean Manufacturing, Market Development, Key Account Management, Medical Devices, New Business Development, Plastics, Six Sigma
Education
Rochester Institute of Technology 1982 — 1995
Masters of Science, Packaging
Rochester Institute of Technology 1982 — 1987
Bachlors of Science, Packaging
Rochester Institute of Technology 1982 — 1984
Associates of Science, Chemistry
St Mary's Academy 1976 — 1982
New York State Regents Diploma with Honors
DuPont Medical Packaging 2005 - Present
AstraZeneca March 2002 - June 2005
World Group Securities October 1998 - February 2002
Rexam Medical Packaging February 1995 - September 1998
Astro-Valcour 1988 - 1995
Skills
Sales, Cross-functional Team..., Product Development, R&D, Marketing, Manufacturing, Business Development, Continuous Improvement, Lean Manufacturing, Market Development, Key Account Management, Medical Devices, New Business Development, Plastics, Six Sigma
Education
Rochester Institute of Technology 1982 — 1995
Masters of Science, Packaging
Rochester Institute of Technology 1982 — 1987
Bachlors of Science, Packaging
Rochester Institute of Technology 1982 — 1984
Associates of Science, Chemistry
St Mary's Academy 1976 — 1982
New York State Regents Diploma with Honors
Robert Gatesh Robert Gatesh's World Group Securities Experience May 2004 - January 2012
Job Investment Advisor Representative at Transamerica Financial Advisors in the greater St. Louis area
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. - Transamerica Financial Group January 2012 - Present
Small Business Week of Eastern Missouri September 2009 - Present
SCORE October 2006 - Present
WFG May 2004 - Present
Investment Advisors International May 2004 - January 2012
World Group Securities May 2004 - January 2012
Education
Arizona State University 1966 — 1970
BS, Management
Scottsdale High School 1962 — 1966
Transamerica Financial Advisors, Inc. - Transamerica Financial Group January 2012 - Present
Small Business Week of Eastern Missouri September 2009 - Present
SCORE October 2006 - Present
WFG May 2004 - Present
Investment Advisors International May 2004 - January 2012
World Group Securities May 2004 - January 2012
Education
Arizona State University 1966 — 1970
BS, Management
Scottsdale High School 1962 — 1966
Nerissa Cook Nerissa Cook's World Group Securities Experience December 2007 - March 2008
Job Visual Artist and Gallery Assistant at the Carle Gallery
Industry Museums and Institutions
Experience
Montana Museum of Art & Culture January 2013 - May 2013
The University of Montana Artist Collective August 2012 - May 2013
The University of Montana Artist Collective September 2010 - May 2013
The Gallery of Visual September 2012 - December 2012
Central Casting August 2009 - August 2010
Nippon Express September 2008 - November 2008
Ruby’s Diner March 2008 - September 2008
World Group Securities December 2007 - March 2008
World Financial Group Inc July 2006 - December 2007
Skills
Editing, Customer Service, Event Planning, Research, Microsoft Office, Nonprofits, Social Media, PowerPoint, Fundraising, Microsoft Excel, Microsoft Word, Museums, Curating, Art
Education
University of Montana 2010 — 2013
BFA, Fine Art, Art History/Criticism, French
Los Angeles Harbor Community College 2005 — 2010
AA, Liberal Arts
Montana Museum of Art & Culture January 2013 - May 2013
The University of Montana Artist Collective August 2012 - May 2013
The University of Montana Artist Collective September 2010 - May 2013
The Gallery of Visual September 2012 - December 2012
Central Casting August 2009 - August 2010
Nippon Express September 2008 - November 2008
Ruby’s Diner March 2008 - September 2008
World Group Securities December 2007 - March 2008
World Financial Group Inc July 2006 - December 2007
Skills
Editing, Customer Service, Event Planning, Research, Microsoft Office, Nonprofits, Social Media, PowerPoint, Fundraising, Microsoft Excel, Microsoft Word, Museums, Curating, Art
Education
University of Montana 2010 — 2013
BFA, Fine Art, Art History/Criticism, French
Los Angeles Harbor Community College 2005 — 2010
AA, Liberal Arts
Christina Gerstle Christina Gerstle's World Group Securities Experience 2007 - 2009
Job Foundations Officer at American Red Cross
Industry Nonprofit Organization Management
Experience
American Red Cross October 2014 - Present
NovelConclusions.com Literary Blog 2012 - Present
American Red Cross January 2009 - October 2014
World Group Securities 2007 - 2009
Whispering Pines Adventures 2006 - 2008
mediabistro.com 2006 - 2007
Los Angeles Unified School District 2005 - 2006
Whispering Pines Adventures 2005 - 2005
Whispering Pines Adventures 1999 - 2004
Skills
Community Outreach, Public Speaking, Fundraising, Event Planning, Nonprofits, Editing, Business Writing, Blogging, Data Analysis, Creative Writing, Teaching, Grant Writing
Education
University of Arizona 2001 — 2005
Bachelor of Arts (BA), Creative Writing
American Red Cross October 2014 - Present
NovelConclusions.com Literary Blog 2012 - Present
American Red Cross January 2009 - October 2014
World Group Securities 2007 - 2009
Whispering Pines Adventures 2006 - 2008
mediabistro.com 2006 - 2007
Los Angeles Unified School District 2005 - 2006
Whispering Pines Adventures 2005 - 2005
Whispering Pines Adventures 1999 - 2004
Skills
Community Outreach, Public Speaking, Fundraising, Event Planning, Nonprofits, Editing, Business Writing, Blogging, Data Analysis, Creative Writing, Teaching, Grant Writing
Education
University of Arizona 2001 — 2005
Bachelor of Arts (BA), Creative Writing
Chuck Phipps, CISSP Chuck Phipps, CISSP's World Group Securities Experience 2007 - June 2010
Job IT Manager Access Management, Voya Financial
Industry Information Technology and Services
Experience
Voya Financial January 2012 - Present
ING June 2011 - January 2012
ING May 2010 - June 2011
Creating Successful Individuals September 2002 - September 2010
World Group Securities 2007 - June 2010
HypeChicago 2003 - 2004
Wellsco, Inc January 2000 - September 2001
Hoxie High School August 1998 - December 1999
Pizza Inn 1994 - 1995
Skills
Insurance, Process Improvement, Risk Management, Team Building, Management, Training, Team Leadership, Security, Access, Marketing, Business Process, Leadership, Business Process..., Coaching, IT Management, Information Security, SharePoint, Team Management, Testing, Budgets, Business Analysis, Sales Management, Customer Service, IT Strategy
Education
Arkansas State University 1996 — 1998
BSE, Mathematics
Westminster College (PA) 1988 — 1991
BA, Marketing
University of Pittsburgh 1987 — 1988
Hickory High School 1983 — 1987
Voya Financial January 2012 - Present
ING June 2011 - January 2012
ING May 2010 - June 2011
Creating Successful Individuals September 2002 - September 2010
World Group Securities 2007 - June 2010
HypeChicago 2003 - 2004
Wellsco, Inc January 2000 - September 2001
Hoxie High School August 1998 - December 1999
Pizza Inn 1994 - 1995
Skills
Insurance, Process Improvement, Risk Management, Team Building, Management, Training, Team Leadership, Security, Access, Marketing, Business Process, Leadership, Business Process..., Coaching, IT Management, Information Security, SharePoint, Team Management, Testing, Budgets, Business Analysis, Sales Management, Customer Service, IT Strategy
Education
Arkansas State University 1996 — 1998
BSE, Mathematics
Westminster College (PA) 1988 — 1991
BA, Marketing
University of Pittsburgh 1987 — 1988
Hickory High School 1983 — 1987
Tim Place Tim Place's World Group Securities Experience September 2002 - December 2004
Job Regional Sales Manager
Industry Machinery
Experience
HART Machine Tool March 2006 - February 2009
Chattanooga Laser Cutting November 2005 - March 2006
Cincinnati Incorporated January 1998 - November 2005
World Group Securities September 2002 - December 2004
Quaker Oats September 1995 - December 1997
Quaker Oats October 1992 - September 1995
US Army November 1991 - September 1992
US Army February 1990 - October 1991
Skills
Consultative Selling, Quality Management, Sales Management, New Business Development, Selling, Negotiation, Manufacturing, Music, Quality Assurance, Strategy, Sales Process, Business Development, Leadership, Management, Operations Management, Project Planning, Engineering, Strategic Planning, Training, Team Building, Sales, Sales Operations, Project Management
Education
United States Military Academy at West Point 1985 — 1989
B.S., Engineering Management
HART Machine Tool March 2006 - February 2009
Chattanooga Laser Cutting November 2005 - March 2006
Cincinnati Incorporated January 1998 - November 2005
World Group Securities September 2002 - December 2004
Quaker Oats September 1995 - December 1997
Quaker Oats October 1992 - September 1995
US Army November 1991 - September 1992
US Army February 1990 - October 1991
Skills
Consultative Selling, Quality Management, Sales Management, New Business Development, Selling, Negotiation, Manufacturing, Music, Quality Assurance, Strategy, Sales Process, Business Development, Leadership, Management, Operations Management, Project Planning, Engineering, Strategic Planning, Training, Team Building, Sales, Sales Operations, Project Management
Education
United States Military Academy at West Point 1985 — 1989
B.S., Engineering Management
James N. Wilkerson, Jr. James N. Wilkerson, Jr.'s World Group Securities Experience October 2007 - December 2010
Job Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. January 2012 - Present
World Financial Group (WFG) 2006 - Present
Investment Advisors International December 2010 - January 2012
World Group Securities October 2007 - December 2010
US Navy January 1985 - February 2005
Skills
Retirement Planning, Investments, IRAs, Retirement, Investment Strategies, Fixed Annuities, Strategic Financial..., Insurance, Mutual Funds, Wealth Accumulation, Estate Planning, 401k, Wealth, Wealth Management, Financial Analysis, Small Business, Securities, 401k Rollovers, Team Building, Financial Advisory, Leadership Development, Budgets, Financial Planners, Investment Advisory, Disability Insurance, Mortgage Lending, Term Life Insurance, Long-term Care, Coaching, Life Insurance, New Business Development, Sales, Series 65, Series 6
Education
University of South Florida 2001 — 2002
CFP(R), Investments and Securities
Chaminade University of Honolulu 1991 — 1993
Master of Business Administration (MBA), Taxation
Florida A&M University 1979 — 1984
Bachelor of Science (BS), Accounting
Moss Point High School 1976 — 1979
Diploma, Business
Command and General Staff College (CGSC)
Transamerica Financial Advisors, Inc. January 2012 - Present
World Financial Group (WFG) 2006 - Present
Investment Advisors International December 2010 - January 2012
World Group Securities October 2007 - December 2010
US Navy January 1985 - February 2005
Skills
Retirement Planning, Investments, IRAs, Retirement, Investment Strategies, Fixed Annuities, Strategic Financial..., Insurance, Mutual Funds, Wealth Accumulation, Estate Planning, 401k, Wealth, Wealth Management, Financial Analysis, Small Business, Securities, 401k Rollovers, Team Building, Financial Advisory, Leadership Development, Budgets, Financial Planners, Investment Advisory, Disability Insurance, Mortgage Lending, Term Life Insurance, Long-term Care, Coaching, Life Insurance, New Business Development, Sales, Series 65, Series 6
Education
University of South Florida 2001 — 2002
CFP(R), Investments and Securities
Chaminade University of Honolulu 1991 — 1993
Master of Business Administration (MBA), Taxation
Florida A&M University 1979 — 1984
Bachelor of Science (BS), Accounting
Moss Point High School 1976 — 1979
Diploma, Business
Command and General Staff College (CGSC)
John Paciorek John Paciorek's World Group Securities Experience May 1996 - November 2007
Job Financial Professional
Industry Financial Services
Experience
Allstate January 2009 - Present
Silver Hill Financial June 2005 - April 2008
World Group Securities May 1996 - November 2007
Oberweis Dairy January 1998 - June 2005
Foot Locker May 1985 - May 1995
Skills
Sales, Leadership, Finance, Management, Insurance, Small Business, Mortgage Lending, Investments, Retirement Planning, Financial Analysis, Strategic Planning, Retail
Education
University of Michigan 1981 — 1985
B. S., Kinesiology
Vanderbilt High School 1969 — 1974
Survived Mr Flynn's class!
Allstate January 2009 - Present
Silver Hill Financial June 2005 - April 2008
World Group Securities May 1996 - November 2007
Oberweis Dairy January 1998 - June 2005
Foot Locker May 1985 - May 1995
Skills
Sales, Leadership, Finance, Management, Insurance, Small Business, Mortgage Lending, Investments, Retirement Planning, Financial Analysis, Strategic Planning, Retail
Education
University of Michigan 1981 — 1985
B. S., Kinesiology
Vanderbilt High School 1969 — 1974
Survived Mr Flynn's class!
Andre Little Andre Little's World Group Securities Experience May 1998 - June 2004
Job Asset Manager Capital Group
Industry Marketing and Advertising
Experience
Capital Group October 2013 - Present
John Hancock Financial Network September 2013 - September 2014
Digital Marketing Managers September 2011 - December 2013
George S. May International August 2010 - October 2011
Nations Business Banc March 2010 - August 2010
IMA, Inc. March 1993 - March 2010
World Leadership Group 2006 - 2007
World Group Securities May 1998 - June 2004
The World Bank & IMF FCU June 1992 - May 1993
Skills
Marketing Strategy, Entrepreneur, Strategic Planning, Business Strategy, Organizational..., Customer Relations, Coaching, Product Marketing, Budgeting, Public Speaking, Business Analysis, Employee Relations, New Business Development, Customer Service, Sales Management, Start-ups, Business Planning, Social Media, Business Intelligence, Analysis, Venture Capital, Budgets
Education
American University - Kogod School of Business 1988 — 1991
BSBA, Business Finance & Real Estate & Urban Development
University of Florida 1987 — 1988
BSBA, Real Estate
University of Miami 1986 — 1987
BSBA, Business
University of the District of Columbia 1983 — 1986
BS, Business
Capital Group October 2013 - Present
John Hancock Financial Network September 2013 - September 2014
Digital Marketing Managers September 2011 - December 2013
George S. May International August 2010 - October 2011
Nations Business Banc March 2010 - August 2010
IMA, Inc. March 1993 - March 2010
World Leadership Group 2006 - 2007
World Group Securities May 1998 - June 2004
The World Bank & IMF FCU June 1992 - May 1993
Skills
Marketing Strategy, Entrepreneur, Strategic Planning, Business Strategy, Organizational..., Customer Relations, Coaching, Product Marketing, Budgeting, Public Speaking, Business Analysis, Employee Relations, New Business Development, Customer Service, Sales Management, Start-ups, Business Planning, Social Media, Business Intelligence, Analysis, Venture Capital, Budgets
Education
American University - Kogod School of Business 1988 — 1991
BSBA, Business Finance & Real Estate & Urban Development
University of Florida 1987 — 1988
BSBA, Real Estate
University of Miami 1986 — 1987
BSBA, Business
University of the District of Columbia 1983 — 1986
BS, Business
Dave Erlain, PMP Dave Erlain, PMP's World Group Securities Experience 2001 - 2003
Job Relocation Consultant at Apartment Solutions, Inc
Industry Telecommunications
Experience
Apartment Solutions, Inc May 2012 - Present
Follett Higher Education Group May 2011 - April 2012
Emkal Communications April 2011 - September 2011
Logix Computer Consulting, Inc. February 2011 - April 2011
Peak Marketing & Sales, Inc. 2007 - February 2011
Alcatel Lucent 2004 - 2007
Assistive Technologes 2003 - 2004
World Group Securities 2001 - 2003
Alcatel-Lucent March 1995 - January 2001
Skills
Quality Assurance, Release Management, Requirements analysis, Systems Analysis, Feature design, Call Processing/Routing, LAN/WAN, 5ESS, ISDN/PRI, Relational Databases, Distributed Switching, SDLC, VoIP, Switching, Requirements Analysis, Project Management, Testing, Team Building, LAN-WAN, Change Management, PMP, Integration, Software Development, Software Engineering, Business Analysis, Program Management, Product Management, MS Project, Leadership
Education
DeVry Institute of Technology
Bachelor's of Science, Electronics Engineering
Management & Information Technology Solutions, Inc.
QA, MQC, QTP, WinRunner, Loadrunner
North Central College
Master's of Science, Computer Science
Project Management Institute (PMI)
PMP, Project Management
Apartment Solutions, Inc May 2012 - Present
Follett Higher Education Group May 2011 - April 2012
Emkal Communications April 2011 - September 2011
Logix Computer Consulting, Inc. February 2011 - April 2011
Peak Marketing & Sales, Inc. 2007 - February 2011
Alcatel Lucent 2004 - 2007
Assistive Technologes 2003 - 2004
World Group Securities 2001 - 2003
Alcatel-Lucent March 1995 - January 2001
Skills
Quality Assurance, Release Management, Requirements analysis, Systems Analysis, Feature design, Call Processing/Routing, LAN/WAN, 5ESS, ISDN/PRI, Relational Databases, Distributed Switching, SDLC, VoIP, Switching, Requirements Analysis, Project Management, Testing, Team Building, LAN-WAN, Change Management, PMP, Integration, Software Development, Software Engineering, Business Analysis, Program Management, Product Management, MS Project, Leadership
Education
DeVry Institute of Technology
Bachelor's of Science, Electronics Engineering
Management & Information Technology Solutions, Inc.
QA, MQC, QTP, WinRunner, Loadrunner
North Central College
Master's of Science, Computer Science
Project Management Institute (PMI)
PMP, Project Management
Lenka Holman's World Group Securities Experience March 2003 - January 2012
Job Branch Office Supervisor
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division January 2012 - Present
Girl Scouts of the USA September 2000 - May 2012
Investment Advisors International January 2007 - January 2012
World Group Securities March 2003 - January 2012
Crown Ministries 2005 - 2008
Professional Photographic Repair June 1994 - December 2002
60 minute photo June 1988 - June 1992
Skills
supervisor, Entrepreneurship, Strategic Partnerships, C-Level Relationships, Insurance, Customer Service, Leadership, Small Business, Marketing, New Business Development, Public Speaking, Training, Team Building, Networking, Time Management, Budgets, Coaching, Strategy, Management, Business Development, Leadership Development, Consulting
Education
University of California, San Diego 1986 — 1991
B.S., Optical Physics
MiraCosta College 1984 — 1986
Architecture, photography
Carlsbad High School 1982 — 1986
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division January 2012 - Present
Girl Scouts of the USA September 2000 - May 2012
Investment Advisors International January 2007 - January 2012
World Group Securities March 2003 - January 2012
Crown Ministries 2005 - 2008
Professional Photographic Repair June 1994 - December 2002
60 minute photo June 1988 - June 1992
Skills
supervisor, Entrepreneurship, Strategic Partnerships, C-Level Relationships, Insurance, Customer Service, Leadership, Small Business, Marketing, New Business Development, Public Speaking, Training, Team Building, Networking, Time Management, Budgets, Coaching, Strategy, Management, Business Development, Leadership Development, Consulting
Education
University of California, San Diego 1986 — 1991
B.S., Optical Physics
MiraCosta College 1984 — 1986
Architecture, photography
Carlsbad High School 1982 — 1986
Ecce Iei Ex Mendoza Ecce Iei Ex Mendoza's World Group Securities Experience 2003 - 2008
Job Independent Agent of Life Insurance and Fixed Investments, Mortgages and Loan Modifications
Industry Financial Services
Experience
EXMAN Financial Services August 2000 - Present
City 1st Mortgage Services August 2008 - June 2009
World Group Securities 2003 - 2008
Qwest Communications 1997 - 2001
Skills
Budgets, Coaching, Commercial Lending, Commercial Mortgages, Credit, FHA, Financial Services, First Time Home Buyers, Fixed Annuities, Insurance, Investments, Life Insurance, Loan Origination, Loans, Marketing, Mortgage Banking, Mortgage Lending, Refinance, Residential Homes, Retirement Planning, Reverse Mortgages, Sales, Strategic Financial..., Team Building, Term Life Insurance, Underwriting
Education
University of Phoenix 1997 — 1999
MBA, Business
The University of Texas at San Antonio 1986 — 1989
Electrical Engineering
EXMAN Financial Services August 2000 - Present
City 1st Mortgage Services August 2008 - June 2009
World Group Securities 2003 - 2008
Qwest Communications 1997 - 2001
Skills
Budgets, Coaching, Commercial Lending, Commercial Mortgages, Credit, FHA, Financial Services, First Time Home Buyers, Fixed Annuities, Insurance, Investments, Life Insurance, Loan Origination, Loans, Marketing, Mortgage Banking, Mortgage Lending, Refinance, Residential Homes, Retirement Planning, Reverse Mortgages, Sales, Strategic Financial..., Team Building, Term Life Insurance, Underwriting
Education
University of Phoenix 1997 — 1999
MBA, Business
The University of Texas at San Antonio 1986 — 1989
Electrical Engineering
Perry Piercy Perry Piercy's World Group Securities Experience January 2008 - August 2008
Job President of Yakima Reds Soccer Club
Industry Sports
Experience
Yakima Reds Soccer Club PresidentYakima Reds Soccer ClubNovember 2008 - Present
Yakima Reds, PDL Soccer 2008 - Present
World Financial Group January 2008 - September 2008
World Group Securities January 2008 - August 2008
Waddell & Reed June 2003 - December 2007
Skills
Business Planning
Education
Eastern Washington University 1996 — 2002
Business Administration, Accounting, Finance
Yakima Reds Soccer Club PresidentYakima Reds Soccer ClubNovember 2008 - Present
Yakima Reds, PDL Soccer 2008 - Present
World Financial Group January 2008 - September 2008
World Group Securities January 2008 - August 2008
Waddell & Reed June 2003 - December 2007
Skills
Business Planning
Education
Eastern Washington University 1996 — 2002
Business Administration, Accounting, Finance
Dan Trost's World Group Securities Experience 2004 - 2008
Job President/Owner at 1st Choice Insurance Agency LLC
Industry Financial Services
Experience
1st Choice Insurance Agency LLC January 2013 - Present
Legends Marketing Alliance November 2011 - June 2012
United First Financial April 2007 - May 2011
UFirst Alliance October 2007 - June 2010
World Group Securities 2004 - 2008
Skills
Insurance, Investments, Leadership, Strategic Financial..., Sales, Entrepreneurship, Marketing, Life Insurance, Small Business, Banking, Team Building, Training, Financial Services, Strategic Planning, Retirement Planning, New Business Development, Customer Service, Wealth, Management, Real Estate, Hardwork, Health Insurance, Financial Analysis, Mortgage Lending, Recruiting, Estate Planning, Loans, Financial Planning, Property, Term Life Insurance, Investment Properties, Auto and Homeowners...
Education
Bemidji State University 1977 — 1980
Business Administration, Management, Finance
Concordia College 1976 — 1977
Business Administration, Management and Operations
1st Choice Insurance Agency LLC January 2013 - Present
Legends Marketing Alliance November 2011 - June 2012
United First Financial April 2007 - May 2011
UFirst Alliance October 2007 - June 2010
World Group Securities 2004 - 2008
Skills
Insurance, Investments, Leadership, Strategic Financial..., Sales, Entrepreneurship, Marketing, Life Insurance, Small Business, Banking, Team Building, Training, Financial Services, Strategic Planning, Retirement Planning, New Business Development, Customer Service, Wealth, Management, Real Estate, Hardwork, Health Insurance, Financial Analysis, Mortgage Lending, Recruiting, Estate Planning, Loans, Financial Planning, Property, Term Life Insurance, Investment Properties, Auto and Homeowners...
Education
Bemidji State University 1977 — 1980
Business Administration, Management, Finance
Concordia College 1976 — 1977
Business Administration, Management and Operations
Jeffrey Gargas's World Group Securities Experience September 2003 - September 2006
Job Helping entrepreneurs and businesses grow.
Industry Online Media
Experience
JoltCMS (Content Marketing Services) October 2014 - Present
TrepsUnite Podcast May 2014 - Present
ENI Multimedia January 2013 - Present
USA Parkour June 2013 - January 2015
BeardCore Productions January 2013 - January 2014
FTF Records December 2005 - January 2011
Lake High School August 2007 - November 2010
Kent State University August 2008 - May 2009
World Group Securities September 2003 - September 2006
Skills
Social Media, Project Management, Online Marketing, Entrepreneurship, Marketing, Online Advertising, Social Media Marketing, Public Speaking, Strategic Planning, Marketing Communications, Social Networking, Digital Media, Email Marketing, SEO, Management, Multimedia, Entertainment, Event Planning, Web Design, Blogging, Public Relations, Music, Facebook, Time Management, Leadership, Event Management, Marketing Strategy, Computer Maintenance, Customer Service, Sales, Team Building, Sound, Music Industry, A&R, Concerts, Advertising
Education
Southern New Hampshire University 2014 — 2016
Bachelor's degree, Marketing
Stark State College of Technology 2012 — 2014
Web Page, Digital/Multimedia and Information Resources Design
Kent State University 2012 — 2012
N/A, Secondary Education and Teaching
JoltCMS (Content Marketing Services) October 2014 - Present
TrepsUnite Podcast May 2014 - Present
ENI Multimedia January 2013 - Present
USA Parkour June 2013 - January 2015
BeardCore Productions January 2013 - January 2014
FTF Records December 2005 - January 2011
Lake High School August 2007 - November 2010
Kent State University August 2008 - May 2009
World Group Securities September 2003 - September 2006
Skills
Social Media, Project Management, Online Marketing, Entrepreneurship, Marketing, Online Advertising, Social Media Marketing, Public Speaking, Strategic Planning, Marketing Communications, Social Networking, Digital Media, Email Marketing, SEO, Management, Multimedia, Entertainment, Event Planning, Web Design, Blogging, Public Relations, Music, Facebook, Time Management, Leadership, Event Management, Marketing Strategy, Computer Maintenance, Customer Service, Sales, Team Building, Sound, Music Industry, A&R, Concerts, Advertising
Education
Southern New Hampshire University 2014 — 2016
Bachelor's degree, Marketing
Stark State College of Technology 2012 — 2014
Web Page, Digital/Multimedia and Information Resources Design
Kent State University 2012 — 2012
N/A, Secondary Education and Teaching
Shelly Akatyszewski's World Group Securities Experience August 1996 - September 2008
Job Licensed Mortgage Broker CMP, SARA Mortgage & Financial LLC We are hiring!
Industry Wholesale
Experience
SARA Mortgage & Financial LLC September 2005 - Present
World Group Securities August 1996 - September 2008
SRA Mortgage December 2003 - August 2005
Several Mortgage offices August 1996 - November 2003
Heirloom Traditions September 1980 - August 1997
Skills
Mortgage, Loans, Customer Relations, Refinance, FHA, Problem Solving, Management Consulting, Team Building, Residential, VA, First Time Home Buyers, Conventional, Residential Mortgages, Purchase, USDA, Mortgage Industry, Reverse Mortgages, Conforming, Social Media, Mortgage Lending, Customer Service, Credit, VA loans, Mortgage Banking, Loan Origination, FHA financing, Wholesale Lending, Mortgage Underwriting, Investments, Investment Properties, Residential Homes, VA Loans, FHA Financing
Education
Endicott College
Mt Wachusett
Accounting and business
SARA Mortgage & Financial LLC September 2005 - Present
World Group Securities August 1996 - September 2008
SRA Mortgage December 2003 - August 2005
Several Mortgage offices August 1996 - November 2003
Heirloom Traditions September 1980 - August 1997
Skills
Mortgage, Loans, Customer Relations, Refinance, FHA, Problem Solving, Management Consulting, Team Building, Residential, VA, First Time Home Buyers, Conventional, Residential Mortgages, Purchase, USDA, Mortgage Industry, Reverse Mortgages, Conforming, Social Media, Mortgage Lending, Customer Service, Credit, VA loans, Mortgage Banking, Loan Origination, FHA financing, Wholesale Lending, Mortgage Underwriting, Investments, Investment Properties, Residential Homes, VA Loans, FHA Financing
Education
Endicott College
Mt Wachusett
Accounting and business
Kim Rimmer Kim Rimmer's World Group Securities Experience August 2003 - December 2004
Job Senior Property Accountant at CAWLEY PARTNERS
Industry Real Estate
Experience
CAWLEY PARTNERS May 2014 - Present
ACCOUNTAX BOOKKEEPING SERVICES October 2013 - April 2014
TRANSWESTERN April 2011 - October 2013
CB RICHARD ELLIS August 2009 - April 2011
ACCOUNTAX BOOKKEEPING SERVICES January 2004 - August 2009
RADER PROPERTIES April 2006 - March 2009
RE/MAX HINET-ALL CITIES March 2005 - February 2006
WORLD GROUP SECURITIES August 2003 - December 2004
TEXAS INSTRUMENTS - SEMICONDUCTOR February 2000 - October 2001
Skills
Account Reconciliation, Accounts Payable, General Ledger, Accounts Receivable, Financial Reporting, MRI Software, Variance Analysis, Accounting, Expenses, Financial Statements, Financial Analysis, Bank Reconciliation, Internal Audit, Accruals, Journal Entries, Fixed Assets, Invoicing, Finance, Auditing, Budgets, Access, PeopleSoft, Yardi, SQL, Project Management, PayPlus
Education
The University of Texas at Dallas 2015 — 2015
Graduate Study, Accounting, 4.0
The University of Texas at Dallas 2005 — 2006
Bachelor of Science, Accounting
University of Missouri-Rolla 1983 — 1985
Bachelor of Science, Electrical Engineering
CAWLEY PARTNERS May 2014 - Present
ACCOUNTAX BOOKKEEPING SERVICES October 2013 - April 2014
TRANSWESTERN April 2011 - October 2013
CB RICHARD ELLIS August 2009 - April 2011
ACCOUNTAX BOOKKEEPING SERVICES January 2004 - August 2009
RADER PROPERTIES April 2006 - March 2009
RE/MAX HINET-ALL CITIES March 2005 - February 2006
WORLD GROUP SECURITIES August 2003 - December 2004
TEXAS INSTRUMENTS - SEMICONDUCTOR February 2000 - October 2001
Skills
Account Reconciliation, Accounts Payable, General Ledger, Accounts Receivable, Financial Reporting, MRI Software, Variance Analysis, Accounting, Expenses, Financial Statements, Financial Analysis, Bank Reconciliation, Internal Audit, Accruals, Journal Entries, Fixed Assets, Invoicing, Finance, Auditing, Budgets, Access, PeopleSoft, Yardi, SQL, Project Management, PayPlus
Education
The University of Texas at Dallas 2015 — 2015
Graduate Study, Accounting, 4.0
The University of Texas at Dallas 2005 — 2006
Bachelor of Science, Accounting
University of Missouri-Rolla 1983 — 1985
Bachelor of Science, Electrical Engineering
L. David Patterson's World Group Securities Experience November 2001 - December 2011
Job City Treasurer at City of Hawthorne, CA
Industry Financial Services
Experience
City of Hawthorne, CA November 2013 - Present
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division January 2012 - Present
Great One Realty June 2005 - Present
World Group Securities November 2001 - December 2011
Westwood Financial Corp September 2000 - January 2005
Skills
Teaching, Public Speaking, Sales, Sales Management, Finance, Insurance, Problem Solving, Syndications, Real Estate, Tax Preparation, Investments, Financial Modeling, Financial Advisory, Analysis, Valuation, Leadership, Strategic Planning, Management, Entrepreneurship
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2015
Graduate Certificate, Financial Planning
Capella University 2012 — 2013
Master's degree, Industrial and Organizational Psychology
University of Southern California - Marshall School of Business 1999 — 2001
Bachelor's degree, Business Administration /Entrepreneurial Studies
City of Hawthorne, CA November 2013 - Present
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division January 2012 - Present
Great One Realty June 2005 - Present
World Group Securities November 2001 - December 2011
Westwood Financial Corp September 2000 - January 2005
Skills
Teaching, Public Speaking, Sales, Sales Management, Finance, Insurance, Problem Solving, Syndications, Real Estate, Tax Preparation, Investments, Financial Modeling, Financial Advisory, Analysis, Valuation, Leadership, Strategic Planning, Management, Entrepreneurship
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2015
Graduate Certificate, Financial Planning
Capella University 2012 — 2013
Master's degree, Industrial and Organizational Psychology
University of Southern California - Marshall School of Business 1999 — 2001
Bachelor's degree, Business Administration /Entrepreneurial Studies
Nelson Shapiro Nelson Shapiro's World Group Securities Experience August 2003 - October 2008
Job Certified Public Accountant
Industry Accounting
Experience
BlackPool Corporate Advisors LLC 2007 - Present
Nelson Shapiro, CPA January 2001 - Present
World Group Securities August 2003 - October 2008
Concierge Equity Holdings Ltd. May 2006 - March 2008
Hochman & Baker Securities, Inc. May 2001 - July 2003
Russo & Shapiro January 1990 - December 2000
Louis Sturz & Company February 1972 - December 1990
Skills
Tax Preparation, Finance, QuickBooks, Tax, Mergers, Bookkeeping, Mergers & Acquisitions, Tax Returns, Corporate Finance, Accounting, Investments, Financial Statements, Strategic Financial..., Small Business, Budgets, Entrepreneurship, Estate Planning, Management, Strategic Planning, Due Diligence, Social Media, Real Estate, Financial Planning
Education
University of Bridgeport 1967 — 1971
Bachelor of Science (BS), Accounting
BlackPool Corporate Advisors LLC 2007 - Present
Nelson Shapiro, CPA January 2001 - Present
World Group Securities August 2003 - October 2008
Concierge Equity Holdings Ltd. May 2006 - March 2008
Hochman & Baker Securities, Inc. May 2001 - July 2003
Russo & Shapiro January 1990 - December 2000
Louis Sturz & Company February 1972 - December 1990
Skills
Tax Preparation, Finance, QuickBooks, Tax, Mergers, Bookkeeping, Mergers & Acquisitions, Tax Returns, Corporate Finance, Accounting, Investments, Financial Statements, Strategic Financial..., Small Business, Budgets, Entrepreneurship, Estate Planning, Management, Strategic Planning, Due Diligence, Social Media, Real Estate, Financial Planning
Education
University of Bridgeport 1967 — 1971
Bachelor of Science (BS), Accounting
Paulina Kim Paulina Kim's World Group Securities Experience January 2005 - December 2011
Job Investment Advisor 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 (WFG) November 2004 - Present
Investment Advisors International May 2008 - December 2011
World Group Securities January 2005 - December 2011
Best Western Hotel September 1997 - April 2001
Education
College for Financial Planning 2010 — 2015
CFP Certification Professional Education Program
Hawaii Pacific University 1992 — 1997
MBA, Hospitality Industry
Korea National Open University 1984 — 1991
BA, English Linguistics & Literatures
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division January 2012 - Present
World Financial Group (WFG) November 2004 - Present
Investment Advisors International May 2008 - December 2011
World Group Securities January 2005 - December 2011
Best Western Hotel September 1997 - April 2001
Education
College for Financial Planning 2010 — 2015
CFP Certification Professional Education Program
Hawaii Pacific University 1992 — 1997
MBA, Hospitality Industry
Korea National Open University 1984 — 1991
BA, English Linguistics & Literatures
Christopher Tune Christopher Tune's World Group Securities Experience 2002 - 2004
Job Business Analyst at Chris Tune
Industry Financial Services
Experience
Chris Tune March 2011 - Present
Christopher R Tune January 2009 - Present
DFV The Rat Pack 2008 - Present
The music business 1971 - Present
World Group Securities 2002 - 2004
Glendale Federal Bank 1988 - 2002
Skills
Microsoft Excel, Visual Basic, Banking, Securities, Financial Statements, Access, Analysis, Process Improvement, Microsoft Word, Software Development, VBA, Business Process, SQL, Microsoft Office, Accounting, Financial Reporting, Visio, Finance, Troubleshooting, Business Analysis, Software Documentation, Accounts Payable, Computer Hardware, Editing
Education
California State University-Los Angeles 1983 — 1984
B.S., Business Administration Accounting
Los Angeles Valley College 1977 — 1980
Associate of Arts (A.A.), Accounting
University of Southern California
Chris Tune March 2011 - Present
Christopher R Tune January 2009 - Present
DFV The Rat Pack 2008 - Present
The music business 1971 - Present
World Group Securities 2002 - 2004
Glendale Federal Bank 1988 - 2002
Skills
Microsoft Excel, Visual Basic, Banking, Securities, Financial Statements, Access, Analysis, Process Improvement, Microsoft Word, Software Development, VBA, Business Process, SQL, Microsoft Office, Accounting, Financial Reporting, Visio, Finance, Troubleshooting, Business Analysis, Software Documentation, Accounts Payable, Computer Hardware, Editing
Education
California State University-Los Angeles 1983 — 1984
B.S., Business Administration Accounting
Los Angeles Valley College 1977 — 1980
Associate of Arts (A.A.), Accounting
University of Southern California
Ken Block's World Group Securities Experience 2002 - January 2012
Job Branch Mgr at Transamerica Financial Advisors, Inc
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc January 2012 - Present
Investment Advisors International 2006 - January 2012
Investment Advisors International 2006 - January 2012
World Group Securities 2002 - January 2012
WMA Securities 1995 - 2002
American United Life 1987 - 1995
Block Insurance Agency 1973 - 1990
Skills
401k, Retirement, Investment Advisory, Financial Services, Investments, Mutual Funds, Wealth Management, Team Building, Securities, Fixed Annuities, Customer Service, Financial Advisory, Insurance, Strategic Financial..., Retirement Planning, Financial Planning
Education
University of Louisville 1970 — 1973
Bachelor of Science in Commerce, Marketing
Trinity High School 1965 — 1969
Transamerica Financial Advisors, Inc January 2012 - Present
Investment Advisors International 2006 - January 2012
Investment Advisors International 2006 - January 2012
World Group Securities 2002 - January 2012
WMA Securities 1995 - 2002
American United Life 1987 - 1995
Block Insurance Agency 1973 - 1990
Skills
401k, Retirement, Investment Advisory, Financial Services, Investments, Mutual Funds, Wealth Management, Team Building, Securities, Fixed Annuities, Customer Service, Financial Advisory, Insurance, Strategic Financial..., Retirement Planning, Financial Planning
Education
University of Louisville 1970 — 1973
Bachelor of Science in Commerce, Marketing
Trinity High School 1965 — 1969
Jeff Hereford's World Group Securities Experience February 2009 - January 2012
Job Helping Families Become Financially Independent.
Industry Financial Services
Experience
Heartland Institute of Financial Education October 2014 - Present
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division January 2012 - Present
World Financial Group (WFG) November 2005 - Present
HOH April 2014 - June 2014
KBR, Inc. May 2008 - July 2012
World Group Securities February 2009 - January 2012
HR Green, Inc. May 2006 - April 2008
Professional Power Products Inc. December 2005 - April 2006
Education
Southern Illinois University, Carbondale 1998 — 2005
BS, Electrical Engineering
Heartland Institute of Financial Education October 2014 - Present
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division January 2012 - Present
World Financial Group (WFG) November 2005 - Present
HOH April 2014 - June 2014
KBR, Inc. May 2008 - July 2012
World Group Securities February 2009 - January 2012
HR Green, Inc. May 2006 - April 2008
Professional Power Products Inc. December 2005 - April 2006
Education
Southern Illinois University, Carbondale 1998 — 2005
BS, Electrical Engineering
Krystal Au Krystal Au's World Group Securities Experience June 2005 - August 2005
Job Contract Specialist at Veterans Enterprise Technology Solutions (VETS) Inc.
Industry Information Technology and Services
Experience
Veterans Enterprise Technology Solutions (VETS) Inc. March 2011 - Present
Kellogg, Huber, Hansen, Todd, Evans & Figel, PLLC July 2007 - March 2011
Smith Alumnae Quarterly January 2006 - May 2007
World Group Securities June 2005 - August 2005
Skills
Lotus Notes, Access, Microsoft Office, Outlook, Contract Management, Customer Service, Data Analysis, Federal Government, Government Contracting, Government Procurement, Microsoft Word, Microsoft Excel, Project Management, QuickBooks, PowerPoint, Research, Delphi, Administration, Analysis, Leadership, Management
Education
Smith College 2003 — 2007
Bachelor of Arts (B.A.)
Veterans Enterprise Technology Solutions (VETS) Inc. March 2011 - Present
Kellogg, Huber, Hansen, Todd, Evans & Figel, PLLC July 2007 - March 2011
Smith Alumnae Quarterly January 2006 - May 2007
World Group Securities June 2005 - August 2005
Skills
Lotus Notes, Access, Microsoft Office, Outlook, Contract Management, Customer Service, Data Analysis, Federal Government, Government Contracting, Government Procurement, Microsoft Word, Microsoft Excel, Project Management, QuickBooks, PowerPoint, Research, Delphi, Administration, Analysis, Leadership, Management
Education
Smith College 2003 — 2007
Bachelor of Arts (B.A.)
Keva Dixon's World Group Securities Experience November 2005 - December 2011
Job Paralegal at THE FOWLER FIRM, LLC
Industry Events Services
Experience
THE FOWLER FIRM, LLC October 2014 - Present
The K.E.Y. Event, LLC January 2000 - Present
Capital Markets Compliance January 2012 - October 2014
World Group Securities November 2005 - December 2011
World Financial Group 2005 - 2008
Skills
Team Building, Leadership, Microsoft Office, Strategic Planning, Process Improvement, Public Speaking, Small Business, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Customer Satisfaction, Event Planning, Wedding Planning, Baby Showers, Events, Coordinating Special..., Insurance
Education
Colorado State University-Global Campus 2015 — 2017
Masters, Criminal Justice and Law Enforcement Administration
Kaplan University 2003 — 2004
Paralegal, Legal Assistant/Paralegal
Fort Valley State University 1998 — 2003
Bachelor of Arts, Criminal Justice
THE FOWLER FIRM, LLC October 2014 - Present
The K.E.Y. Event, LLC January 2000 - Present
Capital Markets Compliance January 2012 - October 2014
World Group Securities November 2005 - December 2011
World Financial Group 2005 - 2008
Skills
Team Building, Leadership, Microsoft Office, Strategic Planning, Process Improvement, Public Speaking, Small Business, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Customer Satisfaction, Event Planning, Wedding Planning, Baby Showers, Events, Coordinating Special..., Insurance
Education
Colorado State University-Global Campus 2015 — 2017
Masters, Criminal Justice and Law Enforcement Administration
Kaplan University 2003 — 2004
Paralegal, Legal Assistant/Paralegal
Fort Valley State University 1998 — 2003
Bachelor of Arts, Criminal Justice
Uriel M. Quiles Uriel M. Quiles's World Group Securities Experience 2003 - 2008
Job Developer at Q Concept Group
Industry Marketing and Advertising
Experience
Q Concept Group October 2014 - Present
Father & Sons Pavers and Landscaping, Inc February 2013 - Present
GreenHat Concepts June 2008 - October 2014
This Week In Sarasota August 2011 - August 2012
Bank of America June 2010 - May 2011
Fifth Third Bank January 2008 - June 2010
World Group Securities 2003 - 2008
Skills
Social Media Consulting, Social Media Marketing, Social Media Advertising, Public Relations, Online Advertising, Customer Service, Business Development, Email Marketing, Entrepreneurship, CRM, Online Marketing, Social Media, Marketing Communications, Leadership, Bricklaying, Ceramic Tile, Brick Paving, Landscape Design, Marketing, Brand Development, Small Business, Banking, Sales Management, Account Management, Finance, Customer Satisfaction, Investments, Financial Services, Analysis, Time Management
Education
Aurora University 1999 — 2004
BS, Computer Science, Business
Q Concept Group October 2014 - Present
Father & Sons Pavers and Landscaping, Inc February 2013 - Present
GreenHat Concepts June 2008 - October 2014
This Week In Sarasota August 2011 - August 2012
Bank of America June 2010 - May 2011
Fifth Third Bank January 2008 - June 2010
World Group Securities 2003 - 2008
Skills
Social Media Consulting, Social Media Marketing, Social Media Advertising, Public Relations, Online Advertising, Customer Service, Business Development, Email Marketing, Entrepreneurship, CRM, Online Marketing, Social Media, Marketing Communications, Leadership, Bricklaying, Ceramic Tile, Brick Paving, Landscape Design, Marketing, Brand Development, Small Business, Banking, Sales Management, Account Management, Finance, Customer Satisfaction, Investments, Financial Services, Analysis, Time Management
Education
Aurora University 1999 — 2004
BS, Computer Science, Business
Steven Lovingood Steven Lovingood's World Group Securities Experience June 2008 - May 2010
Job Facilities Operations Manager
Industry Facilities Services
Experience
Family Community Church December 2011 - December 2014
World Group securities June 2008 - May 2010
Provost & Pritchard Consulting Group August 1998 - February 2009
Skills
Microsoft Office, Microsoft Excel, Research, Customer Service, Social Media, Event Planning, PowerPoint, Microsoft Word, Editing, Social Networking, Nonprofits, Public Relations, Higher Education, Teaching, AutoCAD, Public Speaking, Budgets, Leadership
Education
Fresno Pacific University 2012 — 2014
Master of Arts (M.A.), Business Leadership Studies, High Honors
Fresno Pacific University 2011 — 2012
Bachelor of Arts (B.A.), Leadership and Christian Ministry, Graduate Summa Cum Laude
Yavapai College 1994 — 1997
Associate of Applied Science, Architectural Graphics
Family Community Church December 2011 - December 2014
World Group securities June 2008 - May 2010
Provost & Pritchard Consulting Group August 1998 - February 2009
Skills
Microsoft Office, Microsoft Excel, Research, Customer Service, Social Media, Event Planning, PowerPoint, Microsoft Word, Editing, Social Networking, Nonprofits, Public Relations, Higher Education, Teaching, AutoCAD, Public Speaking, Budgets, Leadership
Education
Fresno Pacific University 2012 — 2014
Master of Arts (M.A.), Business Leadership Studies, High Honors
Fresno Pacific University 2011 — 2012
Bachelor of Arts (B.A.), Leadership and Christian Ministry, Graduate Summa Cum Laude
Yavapai College 1994 — 1997
Associate of Applied Science, Architectural Graphics
Corey Enman's World Group Securities Experience January 2004 - June 2008
Job Owner at Burbank Fit Body Bootcamp
Industry Health, Wellness and Fitness
Experience
Burbank Fit Body Bootcamp July 2014 - Present
Fitamorphosis October 2008 - Present
PSI Seminars April 2001 - Present
Burbank Vikings Youth Football July 2008 - December 2013
24 Hour Fitness June 2004 - October 2010
World Financial Group January 2004 - June 2008
World Group Securities January 2004 - June 2008
Skills
Health, Nutrition, Coaching, Public Speaking, Social Media, Team Building, Customer Relations, Mentoring, Leadership Development, Fitness, Strength Training, Athletics, Athletic Training, Personal Development, Wellness, Fitness Training, Sports Nutrition, Sports, Personal Training, Customer Service, Leadership, Small Business, Lifestyle, Lifestyle Coaching, Wellness Coaching, Entrepreneurship, Weight Training, Weight, Supplements, Exercise Physiology, Motivational Speaking, Marketing, Emotional Intelligence, Business Coaching, Training, Life Coaching, Social Networking, Injury, Executive Coaching, Stress Management, Meditation, Nutritional Counseling, Executive Development, Operant Conditioning, Program Management, Wellbeing, Webinars, Presentation Coaching
Education
Western Connecticut State University 1998 — 2001
Benedictine College 1997 — 2001
Central 1996 — 1997
Burbank Fit Body Bootcamp July 2014 - Present
Fitamorphosis October 2008 - Present
PSI Seminars April 2001 - Present
Burbank Vikings Youth Football July 2008 - December 2013
24 Hour Fitness June 2004 - October 2010
World Financial Group January 2004 - June 2008
World Group Securities January 2004 - June 2008
Skills
Health, Nutrition, Coaching, Public Speaking, Social Media, Team Building, Customer Relations, Mentoring, Leadership Development, Fitness, Strength Training, Athletics, Athletic Training, Personal Development, Wellness, Fitness Training, Sports Nutrition, Sports, Personal Training, Customer Service, Leadership, Small Business, Lifestyle, Lifestyle Coaching, Wellness Coaching, Entrepreneurship, Weight Training, Weight, Supplements, Exercise Physiology, Motivational Speaking, Marketing, Emotional Intelligence, Business Coaching, Training, Life Coaching, Social Networking, Injury, Executive Coaching, Stress Management, Meditation, Nutritional Counseling, Executive Development, Operant Conditioning, Program Management, Wellbeing, Webinars, Presentation Coaching
Education
Western Connecticut State University 1998 — 2001
Benedictine College 1997 — 2001
Central 1996 — 1997
Edward Banks AAMS, AWMA's World Group Securities Experience February 2004 - June 2005
Job Financial Advisor, Banks Wealth Management LLC.
Industry Financial Services
Experience
Banks Wealth Management September 2010 - Present
Executive Legacies March 2015 - Present
W&R June 2005 - September 2010
World Group Securities February 2004 - June 2005
Skills
Retirement Planning, Wealth Management, Finance, Public Speaking, Life Insurance, Financial Services, Insurance, Strategic Planning, Disability Insurance, Long-term Care
Education
Bullard-Havens Technical High School
Yale University/ University of Colorado/ University of London/ Wharton
Certificate, Finance, Global Energy, Management, Politics, Marketing
College for Financial Planning 2006 — 2008
AAMS, AWMA, Asset and Wealth Management
Columbia Southern University
Business Administration
Ashworth College
Business Management
Norwalk Community College
Business
Banks Wealth Management September 2010 - Present
Executive Legacies March 2015 - Present
W&R June 2005 - September 2010
World Group Securities February 2004 - June 2005
Skills
Retirement Planning, Wealth Management, Finance, Public Speaking, Life Insurance, Financial Services, Insurance, Strategic Planning, Disability Insurance, Long-term Care
Education
Bullard-Havens Technical High School
Yale University/ University of Colorado/ University of London/ Wharton
Certificate, Finance, Global Energy, Management, Politics, Marketing
College for Financial Planning 2006 — 2008
AAMS, AWMA, Asset and Wealth Management
Columbia Southern University
Business Administration
Ashworth College
Business Management
Norwalk Community College
Business
Craig Spinner Craig Spinner's World Group Securities Experience January 1995 - Present
Job Technical Trainer IV at The Training Associates
Industry Financial Services
Experience
The Training Associates March 2012 - Present
World Group Securities January 1995 - Present
Bank of America January 2010 - March 2010
Zenith Insurance January 2006 - September 2006
Octagon Risk Management September 2000 - December 2005
Hughes Aircraft Company September 1975 - September 2000
AIG Claims Services 1995 - 2000
AIG Claims 1995 - 2000
Skills
Risk Management, Financial Services, Mutual Funds, Fixed Annuities, Claims Management, Disability Insurance, Workers Compensation, Project Management, Insurance, Strategic Planning, IRAs, Life Insurance, Liability, Strategic Financial..., Underwriting, Coaching, New Business Development, Property & Casualty..., 401k, Claim, Management, Term Life Insurance, Team Building, Training, General Insurance, Retirement Planning, Retirement, Casualty, Small Business, Commercial Insurance, Negotiation, Employee Benefits, Health Insurance, Wealth Management, Leadership, Software Documentation, Business Development, Human Resources, Series 7, Investments, Series 63, Policy, Operations Management, Call Centers, Banking, Training Delivery, Employee Training
Education
National Association of Securities Dealers, NASD 1998 — 1999
License, Series 6 and 63
Insurance Education Association 1996 — 1997
CPDM, Disability Management
California Department of Insurance 1994 — 1995
License, Fire and Casualty / Life and Health
Insurance Education Association 1992 — 1993
WCCP, Workers Compensation
University of La Verne 1981 — 1983
BS, Business Management
The Training Associates March 2012 - Present
World Group Securities January 1995 - Present
Bank of America January 2010 - March 2010
Zenith Insurance January 2006 - September 2006
Octagon Risk Management September 2000 - December 2005
Hughes Aircraft Company September 1975 - September 2000
AIG Claims Services 1995 - 2000
AIG Claims 1995 - 2000
Skills
Risk Management, Financial Services, Mutual Funds, Fixed Annuities, Claims Management, Disability Insurance, Workers Compensation, Project Management, Insurance, Strategic Planning, IRAs, Life Insurance, Liability, Strategic Financial..., Underwriting, Coaching, New Business Development, Property & Casualty..., 401k, Claim, Management, Term Life Insurance, Team Building, Training, General Insurance, Retirement Planning, Retirement, Casualty, Small Business, Commercial Insurance, Negotiation, Employee Benefits, Health Insurance, Wealth Management, Leadership, Software Documentation, Business Development, Human Resources, Series 7, Investments, Series 63, Policy, Operations Management, Call Centers, Banking, Training Delivery, Employee Training
Education
National Association of Securities Dealers, NASD 1998 — 1999
License, Series 6 and 63
Insurance Education Association 1996 — 1997
CPDM, Disability Management
California Department of Insurance 1994 — 1995
License, Fire and Casualty / Life and Health
Insurance Education Association 1992 — 1993
WCCP, Workers Compensation
University of La Verne 1981 — 1983
BS, Business Management
Ransom Larry Ransom Larry's World Group Securities Experience 2003 - 2008
Job Financial Representative at Country Insurance & Financial Services
Industry Financial Services
Experience
COUNTRY Financial November 2008 - Present
Dynamic Music 2000 - 2009
Musician 2000 - 2009
Las Vegas Philharmonic 2000 - 2009
World Group Securities 2003 - 2008
Skills
Life Insurance, Property & Casualty..., Disability Insurance, Commercial Insurance, Health Insurance, Umbrella Insurance, Fixed Annuities, Trumpet, Insurance, Retirement, Term Life Insurance, Long Term Care Insurance, Long-term Care, Whole Life, Retirement Planning, Universal Life, Key Person Insurance, Employee Benefits, Buy-sell Agreements, Finance, Personal Finance
Education
University of Nevada-Las Vegas 1996 — 2003
Applied Music, Music
COUNTRY Financial November 2008 - Present
Dynamic Music 2000 - 2009
Musician 2000 - 2009
Las Vegas Philharmonic 2000 - 2009
World Group Securities 2003 - 2008
Skills
Life Insurance, Property & Casualty..., Disability Insurance, Commercial Insurance, Health Insurance, Umbrella Insurance, Fixed Annuities, Trumpet, Insurance, Retirement, Term Life Insurance, Long Term Care Insurance, Long-term Care, Whole Life, Retirement Planning, Universal Life, Key Person Insurance, Employee Benefits, Buy-sell Agreements, Finance, Personal Finance
Education
University of Nevada-Las Vegas 1996 — 2003
Applied Music, Music
Aaron Konoff's World Group Securities Experience April 2002 - February 2011
Job Produce Clerk at Kroger
Industry Higher Education
Experience
Kroger February 2013 - Present
Transamerica Financial Advisors - Transamerica Financial Group Division January 2012 - November 2012
World Group Securities, Inc. February 2011 - January 2012
Investment Advisors International February 2011 - January 2012
World Group Securities April 2002 - February 2011
WMA Securities February 2001 - April 2002
WMA Securities October 1995 - April 2002
Skills
Leadership, Management
Education
Owens Community College 2012 — 2016
Associate of Arts and Sciences (AAS), Magnetic Resonance Imaging (MRI) Technology/Technician
University of Toledo 1987 — 1992
Bachelors of Education
Kroger February 2013 - Present
Transamerica Financial Advisors - Transamerica Financial Group Division January 2012 - November 2012
World Group Securities, Inc. February 2011 - January 2012
Investment Advisors International February 2011 - January 2012
World Group Securities April 2002 - February 2011
WMA Securities February 2001 - April 2002
WMA Securities October 1995 - April 2002
Skills
Leadership, Management
Education
Owens Community College 2012 — 2016
Associate of Arts and Sciences (AAS), Magnetic Resonance Imaging (MRI) Technology/Technician
University of Toledo 1987 — 1992
Bachelors of Education
Jeremy Hules Jeremy Hules's World Group Securities Experience April 2007 - January 2012
Job Investment Advisor Representative
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. - Transamerica Financial Group Division January 2012 - Present
World Group Securities April 2007 - January 2012
Skills
Strategic Financial..., Retirement Planning, Mutual Funds, Retirement, Fixed Annuities, Wealth Management, Investments, Securities, 401k, Investment Advisory, IRAs, Insurance, Financial Advisory, Life Insurance, Estate Planning, Asset Management, Asset Allocation, College Savings Plans, 403 b, 457 Plans, 529 Plans, Rollovers
Education
California State University-Northridge 1997 — 2005
Master's of Science, Physics
Transamerica Financial Advisors, Inc. - Transamerica Financial Group Division January 2012 - Present
World Group Securities April 2007 - January 2012
Skills
Strategic Financial..., Retirement Planning, Mutual Funds, Retirement, Fixed Annuities, Wealth Management, Investments, Securities, 401k, Investment Advisory, IRAs, Insurance, Financial Advisory, Life Insurance, Estate Planning, Asset Management, Asset Allocation, College Savings Plans, 403 b, 457 Plans, 529 Plans, Rollovers
Education
California State University-Northridge 1997 — 2005
Master's of Science, Physics
Jeff Milber's World Group Securities Experience June 2008 - March 2009
Job Agency Owner at Farmers Insurance Group of Companies
Industry Insurance
Experience
Farmers Insurance- Jeff Milber Agency May 2014 - Present
State Farm Insurance January 2009 - May 2014
World Group Securities June 2008 - March 2009
Independent Capital Management November 2006 - March 2008
Ameriprise Financial Services, Inc. January 2006 - October 2006
Humphry's By the bay May 2002 - December 2002
Skills
Insurance, Life Insurance, Retirement Planning, Disability Insurance, Long-term Care, Health Insurance, Fixed Annuities, Commercial Insurance, Term Life Insurance, Banking, Management, Retirement, IRAs, 401k, Liability, Finance, Whole Life, Universal Life, Property & Casualty..., Long Term Care Insurance, Umbrella Insurance, Marketing, Mutual Funds, Investments, Workers Compensation, Employee Benefits, General Insurance, Series 6, Strategic Financial..., Sales, Customer Service, Marketing Strategy, Small Business, Sales Management, Team Building, Financial Planning
Education
San Diego State University-California State University 2000 — 2005
Economics, Business
Woodside 1996 — 2000
Clarendon
Farmers Insurance- Jeff Milber Agency May 2014 - Present
State Farm Insurance January 2009 - May 2014
World Group Securities June 2008 - March 2009
Independent Capital Management November 2006 - March 2008
Ameriprise Financial Services, Inc. January 2006 - October 2006
Humphry's By the bay May 2002 - December 2002
Skills
Insurance, Life Insurance, Retirement Planning, Disability Insurance, Long-term Care, Health Insurance, Fixed Annuities, Commercial Insurance, Term Life Insurance, Banking, Management, Retirement, IRAs, 401k, Liability, Finance, Whole Life, Universal Life, Property & Casualty..., Long Term Care Insurance, Umbrella Insurance, Marketing, Mutual Funds, Investments, Workers Compensation, Employee Benefits, General Insurance, Series 6, Strategic Financial..., Sales, Customer Service, Marketing Strategy, Small Business, Sales Management, Team Building, Financial Planning
Education
San Diego State University-California State University 2000 — 2005
Economics, Business
Woodside 1996 — 2000
Clarendon
Brian D. Smith, RICP® Brian D. Smith, RICP®'s World Group Securities Experience May 1999 - March 2011
Job President & Wealth Management Advisor at Fortress Tactical Wealth Management, LLC
Industry Financial Services
Experience
Fortress Tactical Wealth Management, LLC November 2014 - Present
LPL Financial March 2011 - Present
Investment Advisors International January 2008 - March 2011
World Group Securities May 1999 - March 2011
Education
Miami University 1990 — 1994
Bachelor of Arts (B.A.)
TASOK 1984 — 1990
Fortress Tactical Wealth Management, LLC November 2014 - Present
LPL Financial March 2011 - Present
Investment Advisors International January 2008 - March 2011
World Group Securities May 1999 - March 2011
Education
Miami University 1990 — 1994
Bachelor of Arts (B.A.)
TASOK 1984 — 1990
Pete Kostur's World Group Securities Experience July 1998 - November 2007
Job Chief Compliance Officer Swap Dealer, Capital Markets, and Volcker at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank March 2014 - Present
BNY Mellon July 2012 - March 2014
Breakwater Trading May 2009 - May 2010
Elite Capital Management Inc November 2007 - November 2009
World Group Securities July 1998 - November 2007
Chicago Board of Trade October 1995 - June 1998
Skills
Derivatives, Volcker, Risk Management, Trading, Finance, Equities, Trading Strategies, Swaps, Proprietary Trading, Financial Risk, Technical Analysis, Project Management, Portfolio Management, Market Analysis, Credit Risk, Investments, Alternative Investments, Bloomberg, Capital Markets, Public Speaking, VBA, Analysis, Operational Risk..., Operations Management, Commodity, Hedging, Stress Testing, Market Research, Matlab, Volatility, Credit Risk Management, Compliance, Options, Commodity Risk..., Quantitative Research, Qualitative Research, Backtesting, Statistical Arbitrage, Supervision, ETFs, Financial Services, Hedge Funds, Securities, Market Risk Management, Default Modeling, market forecasting, Principal Component..., Fixed Income, Electronic Trading, FINRA
Education
Illinois Institute of Technology 2010 — 2012
Masters of Science, Finance - Quantitative Risk Management
Purdue University 1990 — 1994
Bachelor, Accounting
Purdue University - Krannert School of Management 1990 — 1994
Bachelor, Management - Finance Option
Fifth Third Bank March 2014 - Present
BNY Mellon July 2012 - March 2014
Breakwater Trading May 2009 - May 2010
Elite Capital Management Inc November 2007 - November 2009
World Group Securities July 1998 - November 2007
Chicago Board of Trade October 1995 - June 1998
Skills
Derivatives, Volcker, Risk Management, Trading, Finance, Equities, Trading Strategies, Swaps, Proprietary Trading, Financial Risk, Technical Analysis, Project Management, Portfolio Management, Market Analysis, Credit Risk, Investments, Alternative Investments, Bloomberg, Capital Markets, Public Speaking, VBA, Analysis, Operational Risk..., Operations Management, Commodity, Hedging, Stress Testing, Market Research, Matlab, Volatility, Credit Risk Management, Compliance, Options, Commodity Risk..., Quantitative Research, Qualitative Research, Backtesting, Statistical Arbitrage, Supervision, ETFs, Financial Services, Hedge Funds, Securities, Market Risk Management, Default Modeling, market forecasting, Principal Component..., Fixed Income, Electronic Trading, FINRA
Education
Illinois Institute of Technology 2010 — 2012
Masters of Science, Finance - Quantitative Risk Management
Purdue University 1990 — 1994
Bachelor, Accounting
Purdue University - Krannert School of Management 1990 — 1994
Bachelor, Management - Finance Option
Cheryl Sheppard's World Group Securities Experience January 2005 - January 2012
Job Investment Advisor 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
Loveland Chamber of Commerce & Visitor Center 2007 - Present
Investment Advisors International July 2008 - January 2012
World Group Securities January 2005 - January 2012
Kodak June 1973 - April 2004
Eastman Kodak Co 1973 - 2004
Skills
Investments, Insurance, Small Business, Budgets, Financial Services
Education
Regis University 1990 — 1992
BS in CIS, Systems
Aims Community College 1985 — 1990
AS in BIS, Business, Systems
Augustana University (SD) 1972 — 1973
Business
Loveland High 1969 — 1972
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division January 2012 - Present
Loveland Chamber of Commerce & Visitor Center 2007 - Present
Investment Advisors International July 2008 - January 2012
World Group Securities January 2005 - January 2012
Kodak June 1973 - April 2004
Eastman Kodak Co 1973 - 2004
Skills
Investments, Insurance, Small Business, Budgets, Financial Services
Education
Regis University 1990 — 1992
BS in CIS, Systems
Aims Community College 1985 — 1990
AS in BIS, Business, Systems
Augustana University (SD) 1972 — 1973
Business
Loveland High 1969 — 1972
Sharon Hickson's World Group Securities Experience July 2006 - Present
Job Investment Advisor Representative at Investment Advisors International
Industry Financial Services
Experience
Investment Advisors International March 2008 - Present
World Group Securities July 2006 - Present
Vogt Engineering April 2004 - April 2007
City of Conroe May 1998 - April 2004
Education
Texas A&M University 1988 — 1994
Texas A&M University 1986 — 1994
2 - BS, Horticulture & Agricultural Engineering
Investment Advisors International March 2008 - Present
World Group Securities July 2006 - Present
Vogt Engineering April 2004 - April 2007
City of Conroe May 1998 - April 2004
Education
Texas A&M University 1988 — 1994
Texas A&M University 1986 — 1994
2 - BS, Horticulture & Agricultural Engineering
Lisa Humphries's World Group Securities Experience September 1996 - June 1999
Job Branch Manager at Athens First Bank & Trust
Industry Banking
Experience
Athens First Bank & Trust May 2015 - Present
Legacy State Bank February 2007 - April 2015
Legacy State Bank November 2004 - February 2007
World Financial Group (WFG) July 1999 - November 2004
World Group Securities September 1996 - June 1999
Primerica June 1992 - September 1996
Primerica June 1987 - June 1992
Skills
Strategic Planning, Team Building, Retail Banking, Management, Loans, Customer Service, Consumer Lending, Banking, Credit, Microsoft Office, Budgets, Investments, Leadership
Education
Liberty University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Public Administration
Athens First Bank & Trust May 2015 - Present
Legacy State Bank February 2007 - April 2015
Legacy State Bank November 2004 - February 2007
World Financial Group (WFG) July 1999 - November 2004
World Group Securities September 1996 - June 1999
Primerica June 1992 - September 1996
Primerica June 1987 - June 1992
Skills
Strategic Planning, Team Building, Retail Banking, Management, Loans, Customer Service, Consumer Lending, Banking, Credit, Microsoft Office, Budgets, Investments, Leadership
Education
Liberty University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Public Administration
Brent Arnold, CFP®'s World Group Securities Experience June 2006 - December 2008
Job President, Templar Financial Services, Inc.
Industry Financial Services
Experience
Templar Financial Services, Inc. June 2015 - Present
Allstate Financial December 2008 - June 2015
Allstate Financial 2008 - 2012
world group securities June 2006 - December 2008
Todd Pacific Shipyards March 2005 - April 2007
Skills
Retirement, Estate Planning, Investments, Retirement Planning, Financial Services, Financial Planners, IRAs, Insurance, Finance, Fixed Annuities, Life Insurance, Wealth Management, Customer Service, Small Business, Wealth, Term Life Insurance, Strategic Financial..., Financial Planning, Series 63, Series 65, Series 26, Series 6, Financial Advisory, Mutual Funds, Long-term Care, Team Building
Education
Kaplan University 2010 — 2012
Certified Financial Planner®, Financial Planning and Services
New School University 2000 — 2002
Bachelor of Science (B.S.), Business/Human Resources Management
Templar Financial Services, Inc. June 2015 - Present
Allstate Financial December 2008 - June 2015
Allstate Financial 2008 - 2012
world group securities June 2006 - December 2008
Todd Pacific Shipyards March 2005 - April 2007
Skills
Retirement, Estate Planning, Investments, Retirement Planning, Financial Services, Financial Planners, IRAs, Insurance, Finance, Fixed Annuities, Life Insurance, Wealth Management, Customer Service, Small Business, Wealth, Term Life Insurance, Strategic Financial..., Financial Planning, Series 63, Series 65, Series 26, Series 6, Financial Advisory, Mutual Funds, Long-term Care, Team Building
Education
Kaplan University 2010 — 2012
Certified Financial Planner®, Financial Planning and Services
New School University 2000 — 2002
Bachelor of Science (B.S.), Business/Human Resources Management
Marie Hollowell's World Group Securities Experience 2000 - 2005
Job Compliance Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. January 2012 - Present
SunTrust Investment Services May 2005 - December 2011
World Group Securities 2000 - 2005
Education
Wharton School, University of Pennsylvania 2012 — 2013
FINRA (CRCP), Certified Regulatory and Compliance Professional
Spartanburg Methodist 1985 — 1987
Stephens Inc. January 2012 - Present
SunTrust Investment Services May 2005 - December 2011
World Group Securities 2000 - 2005
Education
Wharton School, University of Pennsylvania 2012 — 2013
FINRA (CRCP), Certified Regulatory and Compliance Professional
Spartanburg Methodist 1985 — 1987
Bill Leong's World Group Securities Experience April 2004 - October 2006
Job Consultant with Clients' interest in mind, always
Industry Financial Services
Experience
MGR Real Estate April 2010 - Present
WiseChoice Financial January 2007 - Present
Bridge Brokers Los Angeles July 2007 - April 2010
WiseChoice Real Properties June 2008 - March 2010
WiseChoice Financial Education November 2007 - November 2009
National Short Sale Center December 2007 - March 2009
World Group Securities April 2004 - October 2006
Bank of America June 2000 - June 2002
Pacific Bell Internet November 1998 - June 2000
Citicorp Information Services June 1989 - June 1990
Skills
Seller Financing, lease negotiation, Business Service..., Business Process..., Small Business Online..., Small Business IT..., Small Business Marketing, Real Estate Private...
Education
University of California, Los Angeles 1981 — 1984
B Sc
Santa Monica College 1980 — 1981
1979 — 1980
Kolese Kanisius 1976 — 1979
SMA
Canisius College 1973 — 1979
California State University-Los Angeles
Golden Gate University
MBA
MGR Real Estate April 2010 - Present
WiseChoice Financial January 2007 - Present
Bridge Brokers Los Angeles July 2007 - April 2010
WiseChoice Real Properties June 2008 - March 2010
WiseChoice Financial Education November 2007 - November 2009
National Short Sale Center December 2007 - March 2009
World Group Securities April 2004 - October 2006
Bank of America June 2000 - June 2002
Pacific Bell Internet November 1998 - June 2000
Citicorp Information Services June 1989 - June 1990
Skills
Seller Financing, lease negotiation, Business Service..., Business Process..., Small Business Online..., Small Business IT..., Small Business Marketing, Real Estate Private...
Education
University of California, Los Angeles 1981 — 1984
B Sc
Santa Monica College 1980 — 1981
1979 — 1980
Kolese Kanisius 1976 — 1979
SMA
Canisius College 1973 — 1979
California State University-Los Angeles
Golden Gate University
MBA
Dora Vargas's World Group Securities Experience July 2003 - February 2004
Job Currently looking for an administrative position in the creative and design fields
Industry Fine Art
Experience
Advocates for Children of New York January 2004 - February 2007
World Group Securities July 2003 - February 2004
Christie's, Inc. September 2000 - July 2002
David Beitzel Gallery October 1999 - February 2001
Cruz Art Studio December 1999 - May 2000
Skills
Art
Education
City University of New York-Hunter College 2003 — 2007
MA, Art History
Vassar College 1995 — 1999
BA, Art History
Advocates for Children of New York January 2004 - February 2007
World Group Securities July 2003 - February 2004
Christie's, Inc. September 2000 - July 2002
David Beitzel Gallery October 1999 - February 2001
Cruz Art Studio December 1999 - May 2000
Skills
Art
Education
City University of New York-Hunter College 2003 — 2007
MA, Art History
Vassar College 1995 — 1999
BA, Art History
D. Michel Patin, Jr.'s World Group Securities Experience November 1999 - January 2003
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
The Way Christian Ministries International January 2005 - Present
Daza's New Orleans Soul Food, LLC October 2005 - December 2006
Aspen Marketing Services October 2005 - October 2006
Hibernia National Bank January 2003 - January 2005
World Group Securities November 1999 - January 2003
Education
Louisiana State University 1998 — 2002
B.S., Marketing
Texas A&M University School of Law
high school
The Way Christian Ministries International January 2005 - Present
Daza's New Orleans Soul Food, LLC October 2005 - December 2006
Aspen Marketing Services October 2005 - October 2006
Hibernia National Bank January 2003 - January 2005
World Group Securities November 1999 - January 2003
Education
Louisiana State University 1998 — 2002
B.S., Marketing
Texas A&M University School of Law
high school
Becca Hintze's World Group Securities Experience 2008 - 2008
Job Mortgage Consultant at Loanology
Industry Financial Services
Experience
Loanology Agentworld financial group2008 - 2008
WORLD GROUP SECURITIES 2008 - 2008
Loanology 2007 - 2008
Education
Salt Lake Community College 1998 — 2000
Loanology Agentworld financial group2008 - 2008
WORLD GROUP SECURITIES 2008 - 2008
Loanology 2007 - 2008
Education
Salt Lake Community College 1998 — 2000
Shawn Bentz's World Group Securities Experience July 2005 - August 2009
Job Staffing Manager at Nelson HR
Industry Staffing and Recruiting
Experience
Nelson HR December 2014 - Present
Randstad US May 2007 - August 2014
Irvine Chamber Emerging Professionals Committee June 2010 - September 2012
OCYR January 2007 - December 2011
World Group Securities July 2005 - August 2009
Mob Empire/Ultimate Wires December 2002 - April 2005
Skills
Account Management, Team Building, Applicant Tracking..., Cold Calling, Business Development, Sales, Talent Acquisition, Entrepreneurship, Marketing, New Business Development, Management, Finance, Sourcing, Consulting, Temporary Placement, Technical Recruiting, Executive Search, Temporary Staffing, Staffing Services, Human Resources, Recruiting, Internet Recruiting, Interviews, Contract Recruitment, Permanent Placement, College Recruiting, Employee Relations, Onboarding, Benefits Negotiation
Education
University of California, Irvine 1998 — 2002
History
Nelson HR December 2014 - Present
Randstad US May 2007 - August 2014
Irvine Chamber Emerging Professionals Committee June 2010 - September 2012
OCYR January 2007 - December 2011
World Group Securities July 2005 - August 2009
Mob Empire/Ultimate Wires December 2002 - April 2005
Skills
Account Management, Team Building, Applicant Tracking..., Cold Calling, Business Development, Sales, Talent Acquisition, Entrepreneurship, Marketing, New Business Development, Management, Finance, Sourcing, Consulting, Temporary Placement, Technical Recruiting, Executive Search, Temporary Staffing, Staffing Services, Human Resources, Recruiting, Internet Recruiting, Interviews, Contract Recruitment, Permanent Placement, College Recruiting, Employee Relations, Onboarding, Benefits Negotiation
Education
University of California, Irvine 1998 — 2002
History
Jojo Zhong's World Group Securities Experience November 2008 - March 2009
Job Mandarin Cantonese Interpreter at Lionbridge
Industry Marketing and Advertising
Experience
Lionbridge September 2011 - Present
Rinco International Inc. June 2009 - November 2009
Atlas Interpreters May 2005 - April 2009
World Group Securities November 2008 - March 2009
NextWave Broadband January 2007 - September 2008
Benihana 2007 - 2008
Go Networks 2005 - 2007
Skills
Sales, Marketing, Event Planning, Networking, Research, Start-ups, Team Building, Budgets, Strategic Planning, Sales Management, CRM, Customer Service, Competitive Analysis, Project Management, Public Relations, Business Development, Leadership, Online Advertising, Product Management, Social Media
Education
San Jose State University 2003 — 2005
B.S., Computer Science
San Jose State University 2003 — 2005
BS, Computer Science
Lionbridge September 2011 - Present
Rinco International Inc. June 2009 - November 2009
Atlas Interpreters May 2005 - April 2009
World Group Securities November 2008 - March 2009
NextWave Broadband January 2007 - September 2008
Benihana 2007 - 2008
Go Networks 2005 - 2007
Skills
Sales, Marketing, Event Planning, Networking, Research, Start-ups, Team Building, Budgets, Strategic Planning, Sales Management, CRM, Customer Service, Competitive Analysis, Project Management, Public Relations, Business Development, Leadership, Online Advertising, Product Management, Social Media
Education
San Jose State University 2003 — 2005
B.S., Computer Science
San Jose State University 2003 — 2005
BS, Computer Science
Randall Linch's World Group Securities Experience January 2001 - Present
Job Tax Professional at H&R Block
Industry Financial Services
Experience
H&R Block December 2010 - Present
Deseret Industries 2008 - Present
Self Employed April 2005 - Present
World Group Securities January 2001 - Present
Vivendi Universal Games 1995 - 2004
Activision Blizzard, Inc (formerly Vivendi Universal Games) 1995 - 2004
Dataproducts Corporation 1990 - 1995
Quotron Systems, Inc. April 1983 - August 1990
Skills
Teacher Training, Managerial, Problem Solving, Leadership Development, Quality Assurance, Teaching, Microsoft Office, Team Leadership, Public Speaking, Customer Service, Leadership, Team Building, Training, Budgets, Coaching
Education
University of Phoenix 1990 — 1993
MBA, Management
Control Data 1982 — 1983
AS, Computer Technology
University of California, Los Angeles
BA, Music. Minors: Math & Physics.
Citrus College
AA, Music
H&R Block December 2010 - Present
Deseret Industries 2008 - Present
Self Employed April 2005 - Present
World Group Securities January 2001 - Present
Vivendi Universal Games 1995 - 2004
Activision Blizzard, Inc (formerly Vivendi Universal Games) 1995 - 2004
Dataproducts Corporation 1990 - 1995
Quotron Systems, Inc. April 1983 - August 1990
Skills
Teacher Training, Managerial, Problem Solving, Leadership Development, Quality Assurance, Teaching, Microsoft Office, Team Leadership, Public Speaking, Customer Service, Leadership, Team Building, Training, Budgets, Coaching
Education
University of Phoenix 1990 — 1993
MBA, Management
Control Data 1982 — 1983
AS, Computer Technology
University of California, Los Angeles
BA, Music. Minors: Math & Physics.
Citrus College
AA, Music
Clark Li's World Group Securities Experience October 2002 - July 2005
Job VP of Technology at Merage Real Estate Association
Industry Financial Services
Experience
University of California, Irvine - Paul Merage School of Business June 2007 - June 2008
University of California, Irvine - Paul Merage School of Business September 2006 - June 2008
Wamu July 2005 - September 2007
World Group Securities October 2002 - July 2005
Paradigm Home Mortgage November 2003 - September 2004
Skills
Portfolio Management, Forecasting, Budgets, Management, Real Estate, Financial Analysis, Sales
Education
University of California, Irvine - The Paul Merage School of Business 2008 — 2010
MBA
University of California, San Diego 2001 — 2002
BA, Economics
University of California, Irvine - Paul Merage School of Business June 2007 - June 2008
University of California, Irvine - Paul Merage School of Business September 2006 - June 2008
Wamu July 2005 - September 2007
World Group Securities October 2002 - July 2005
Paradigm Home Mortgage November 2003 - September 2004
Skills
Portfolio Management, Forecasting, Budgets, Management, Real Estate, Financial Analysis, Sales
Education
University of California, Irvine - The Paul Merage School of Business 2008 — 2010
MBA
University of California, San Diego 2001 — 2002
BA, Economics
Armand Santos's World Group Securities Experience 1994 - 2010
Job CEO
Industry Marketing and Advertising
Experience
Prometheus Development Group, Inc. June 2008 - Present
World Group Securities 1994 - 2010
Skills
Entrepreneurship, Strategic Planning
Education
University of California, Santa Cruz
Economics
diamond bar high
Prometheus Development Group, Inc. June 2008 - Present
World Group Securities 1994 - 2010
Skills
Entrepreneurship, Strategic Planning
Education
University of California, Santa Cruz
Economics
diamond bar high
Rory Kunz's World Group Securities Experience 2004 - 2008
Job Real Estate Agent at Keller Williams Realty East Idaho
Industry Management Consulting
Experience
Edge Real Estate August 2014 - Present
Keller Williams Realty East Idaho March 2013 - August 2014
jD Premium March 2012 - August 2012
East Idaho Credit Union March 2009 - April 2012
Re`Life Environmental LLC 2011 - 2012
Pinnacle Security April 2008 - October 2008
World Group Securities 2004 - 2008
Skills
Sales Management, Customer Service, Marketing, Strategic Planning, Sales, Online Advertising, Negotiation, Investments, Public Speaking, Marketing Strategy, Retirement Planning, Leadership, SEO, Real Estate, Insurance, Team Building, Advertising, Social Media, Social Media Marketing, Online Marketing, Lead Generation, Public Relations, Copywriting, SEO copywriting, Marketing Copy, Marketing Management, Direct Marketing, Communication, Training, Operational Efficiency, Organizational..., Human Resources, Recruiting, Management Consulting, Coaching, Business Planning, Small Business, Strategy, Budgets, Management, Microsoft Office, Microsoft Excel, PowerPoint, Team Leadership, Microsoft Word
Education
Brigham Young University - Idaho 1998 — 2005
Bachelor, Communication, Business, Science
Edge Real Estate August 2014 - Present
Keller Williams Realty East Idaho March 2013 - August 2014
jD Premium March 2012 - August 2012
East Idaho Credit Union March 2009 - April 2012
Re`Life Environmental LLC 2011 - 2012
Pinnacle Security April 2008 - October 2008
World Group Securities 2004 - 2008
Skills
Sales Management, Customer Service, Marketing, Strategic Planning, Sales, Online Advertising, Negotiation, Investments, Public Speaking, Marketing Strategy, Retirement Planning, Leadership, SEO, Real Estate, Insurance, Team Building, Advertising, Social Media, Social Media Marketing, Online Marketing, Lead Generation, Public Relations, Copywriting, SEO copywriting, Marketing Copy, Marketing Management, Direct Marketing, Communication, Training, Operational Efficiency, Organizational..., Human Resources, Recruiting, Management Consulting, Coaching, Business Planning, Small Business, Strategy, Budgets, Management, Microsoft Office, Microsoft Excel, PowerPoint, Team Leadership, Microsoft Word
Education
Brigham Young University - Idaho 1998 — 2005
Bachelor, Communication, Business, Science
Shannon Matheny's World Group Securities Experience 1997 - Present
Job Registered Representative at World Group Securities
Industry Accounting
Experience
World Group Securities 1997 - Present
Shannon Matheny, MBA, CPA 1993 - Present
American Oasis, Inc. 1982 - 2010
Mountain Fare, Inc. 1973 - 1982
Education
Carnegie Mellon University 1973 — 1977
BA, MBA, Psychology, Business Admin.
San Jose State University 1971 — 1977
BA Psychology, MBA Finance
World Group Securities 1997 - Present
Shannon Matheny, MBA, CPA 1993 - Present
American Oasis, Inc. 1982 - 2010
Mountain Fare, Inc. 1973 - 1982
Education
Carnegie Mellon University 1973 — 1977
BA, MBA, Psychology, Business Admin.
San Jose State University 1971 — 1977
BA Psychology, MBA Finance
Steve Rosh's World Group Securities Experience November 1998 - Present
Job Investment Advisor Representative at Investment Advisors International
Industry Accounting
Experience
General Business Services,Inc. Investment Advisor RepresentativeInvestment Advisors InternationalDecember 2007 - Present
World Group Securities November 1998 - Present
Skills
401k, Accounting, Accounting for Small..., Asset Management, Bookkeeping, Budgets, Business Planning, CPA, Credit, Disability Insurance, Employee Benefits, Entrepreneurship, Estate Planning, Finance, Financial Accounting, Financial Analysis, Financial Audits, Financial Guidance, Financial Services, Fixed Annuities, Health Insurance, IRAs, Insurance, Investment Advisory, Investment Properties, Investments, Leadership, Life Insurance, Loans, Long Term Care Insurance, Long-term Care, Management, Marketing, Mortgage Lending, Mutual Funds, New Business Development, Payroll Services, Public Speaking, QuickBooks, Real Estate, Refinance, Retirement, Retirement Planning, Sales, Sales Management, Securities, Small Business, Strategic Financial..., Strategic Planning, Tax Preparation
Education
Miami University 1976 — 1980
BSB, Accounting
General Business Services,Inc. Investment Advisor RepresentativeInvestment Advisors InternationalDecember 2007 - Present
World Group Securities November 1998 - Present
Skills
401k, Accounting, Accounting for Small..., Asset Management, Bookkeeping, Budgets, Business Planning, CPA, Credit, Disability Insurance, Employee Benefits, Entrepreneurship, Estate Planning, Finance, Financial Accounting, Financial Analysis, Financial Audits, Financial Guidance, Financial Services, Fixed Annuities, Health Insurance, IRAs, Insurance, Investment Advisory, Investment Properties, Investments, Leadership, Life Insurance, Loans, Long Term Care Insurance, Long-term Care, Management, Marketing, Mortgage Lending, Mutual Funds, New Business Development, Payroll Services, Public Speaking, QuickBooks, Real Estate, Refinance, Retirement, Retirement Planning, Sales, Sales Management, Securities, Small Business, Strategic Financial..., Strategic Planning, Tax Preparation
Education
Miami University 1976 — 1980
BSB, Accounting
Allen Gunn's World Group Securities Experience February 2003 - January 2006
Job Account Manager at Orkin Commercial Services
Industry Facilities Services
Experience
Speedway LLC October 2011 - Present
Orkin Commercial Services June 2006 - October 2010
World Group Securities February 2003 - January 2006
Education
Owens Community College 2001 — 2004
Associate's degree, Business, Management, Marketing, and Related Support Services
Speedway LLC October 2011 - Present
Orkin Commercial Services June 2006 - October 2010
World Group Securities February 2003 - January 2006
Education
Owens Community College 2001 — 2004
Associate's degree, Business, Management, Marketing, and Related Support Services
Scott Reckamp's World Group Securities Experience April 2002 - May 2002
Job Vice President at Ares Management
Industry Capital Markets
Experience
Ares Management July 2013 - Present
AREA Property Partners LP June 2011 - June 2013
Securities Network LLC April 2004 - May 2011
Capital Markets Compliance, LLC April 2002 - May 2011
Herenton Capital Partners November 2004 - May 2005
American Securities Group July 2003 - December 2004
World Group Securities April 2002 - May 2002
World Financial Group June 2001 - May 2002
WMA Securities, Inc. January 1999 - April 2002
NASD Regulation July 1997 - January 1999
Skills
AML, FINRA, Hedge Funds, Investments, Banking, Due Diligence, Asset Management, Securities, Venture Capital, Capital Markets, Investment Advisory, SEC, Management, Marketing, Financial Analysis
Education
Berry College 1992 — 1996
B.S. Bus. Administration, Finance
Ares Management July 2013 - Present
AREA Property Partners LP June 2011 - June 2013
Securities Network LLC April 2004 - May 2011
Capital Markets Compliance, LLC April 2002 - May 2011
Herenton Capital Partners November 2004 - May 2005
American Securities Group July 2003 - December 2004
World Group Securities April 2002 - May 2002
World Financial Group June 2001 - May 2002
WMA Securities, Inc. January 1999 - April 2002
NASD Regulation July 1997 - January 1999
Skills
AML, FINRA, Hedge Funds, Investments, Banking, Due Diligence, Asset Management, Securities, Venture Capital, Capital Markets, Investment Advisory, SEC, Management, Marketing, Financial Analysis
Education
Berry College 1992 — 1996
B.S. Bus. Administration, Finance
Kim Dapello's World Group Securities Experience February 2009 - January 2012
Job Registered 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 Group Securities February 2009 - January 2012
Pam's Hallmark Shop November 1986 - September 2008
Sales Producers Inc 2006 - 2008
Skills
Customer Service, FINRA, Finance, Financial Advisory, Financial Planners, Financial Services, Fixed Annuities, Insurance, Investments, Leadership, Mutual Funds, Retirement, Retirement Planning, Securities, Strategic Financial..., Team Building, 401k, IRAs, Series 6, Series 63, Life Insurance, Wealth Management, Wealth, Long-term Care, Investment Strategies, Investment Advisory, Term Life Insurance, Variable Annuities, Wealth Accumulation, 401k Rollovers, Estate Planning
Education
California State University-Northridge 1983 — 1987
Liberal Studies
Chatsworth High School 1980 — 1983
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division January 2012 - Present
World Group Securities February 2009 - January 2012
Pam's Hallmark Shop November 1986 - September 2008
Sales Producers Inc 2006 - 2008
Skills
Customer Service, FINRA, Finance, Financial Advisory, Financial Planners, Financial Services, Fixed Annuities, Insurance, Investments, Leadership, Mutual Funds, Retirement, Retirement Planning, Securities, Strategic Financial..., Team Building, 401k, IRAs, Series 6, Series 63, Life Insurance, Wealth Management, Wealth, Long-term Care, Investment Strategies, Investment Advisory, Term Life Insurance, Variable Annuities, Wealth Accumulation, 401k Rollovers, Estate Planning
Education
California State University-Northridge 1983 — 1987
Liberal Studies
Chatsworth High School 1980 — 1983
Angie McCart's World Group Securities Experience 1994 - January 2012
Job Branch Manager at Transamerica Financial Group, a Division of Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Group, a Division of Transamerica Financial Advisors, Inc. 2012 - Present
World Financial Group (WFG) 2001 - Present
Tom Mathews/Heart Media, LLC May 1997 - Present
World Group Securities 1994 - January 2012
World Group Securities, Inc (WGS) 1994 - January 2012
World Financial Group 1994 - 2001
Education
Dekalb Community College 1989 — 1991
Associate’s Degree, Business Administration
Transamerica Financial Group, a Division of Transamerica Financial Advisors, Inc. 2012 - Present
World Financial Group (WFG) 2001 - Present
Tom Mathews/Heart Media, LLC May 1997 - Present
World Group Securities 1994 - January 2012
World Group Securities, Inc (WGS) 1994 - January 2012
World Financial Group 1994 - 2001
Education
Dekalb Community College 1989 — 1991
Associate’s Degree, Business Administration
Matt Luckey's World Group Securities Experience September 2005 - June 2007
Job Branch Office Manager at Transamerica Financial Advisors, Inc.
Industry Investment Management
Experience
Transamerica Financial Advisors, Inc. January 2012 - Present
Investment Advisors International June 2006 - January 2012
World Group Securities September 2005 - June 2007
World Group Securities April 2002 - September 2005
WMA Securities, Inc. May 2000 - April 2002
Education
Georgia State University 1998 — 2002
Finance
Transamerica Financial Advisors, Inc. January 2012 - Present
Investment Advisors International June 2006 - January 2012
World Group Securities September 2005 - June 2007
World Group Securities April 2002 - September 2005
WMA Securities, Inc. May 2000 - April 2002
Education
Georgia State University 1998 — 2002
Finance
Shane M Wright's World Group Securities Experience 2006 - February 2011
Job Sales Consultant at Oracle
Industry Computer Software
Experience
Oracle June 2013 - Present
Fidelity Investments February 2011 - May 2013
World Group Securities 2006 - February 2011
Extend Health September 2009 - May 2010
IDG Horizon Capital Management September 2005 - January 2007
Skills
Customer Service, Insurance, Series 7, Financial Analysis, Team Building, Employee Benefits, Finance, Business Intelligence, Enterprise Software, Management, Sales, Risk Management, Process Improvement, Leadership, Presentations, Access, Public Speaking, Call Centers, Banking, Microsoft Office, CRM, SaaS
Education
Weber State University 2009 — 2012
BA, Technical Sales
Salt Lake Community College 2005 — 2008
AS, General
Oracle June 2013 - Present
Fidelity Investments February 2011 - May 2013
World Group Securities 2006 - February 2011
Extend Health September 2009 - May 2010
IDG Horizon Capital Management September 2005 - January 2007
Skills
Customer Service, Insurance, Series 7, Financial Analysis, Team Building, Employee Benefits, Finance, Business Intelligence, Enterprise Software, Management, Sales, Risk Management, Process Improvement, Leadership, Presentations, Access, Public Speaking, Call Centers, Banking, Microsoft Office, CRM, SaaS
Education
Weber State University 2009 — 2012
BA, Technical Sales
Salt Lake Community College 2005 — 2008
AS, General
Clyde Guillaume's World Group Securities Experience July 1995 - October 2009
Job Branch Manager/OSJ at World Group Securities
Industry Investment Management
Experience
AppStar Financial January 2011 - Present
World Group Securities July 1995 - October 2009
Accentz, LLC April 2004 - June 2009
Skills
Sales Management, New Business Development, Leadership Development
Education
University of Iowa 1980 — 1983
Business and Finance
AppStar Financial January 2011 - Present
World Group Securities July 1995 - October 2009
Accentz, LLC April 2004 - June 2009
Skills
Sales Management, New Business Development, Leadership Development
Education
University of Iowa 1980 — 1983
Business and Finance
Yani Liu's World Group Securities Experience June 2010 - December 2011
Job Business Development at Galaxy Electronics Company
Industry Financial Services
Experience
Galaxy Electronics Company August 2011 - Present
World Group Securities June 2010 - December 2011
China Construction Bank June 2008 - June 2009
Skills
Excel, PowerPoint,..., Visual Basic, SPSS, Microsoft Excel, Management, Mutual Funds, Financial Analysis, Analysis, Finance, PowerPoint, Microsoft Office
Education
The University of Texas at Dallas 2009 — 2011
Master of Science, Finance
Zhejiang University of Technology 2005 — 2009
Bachelor of Science, Finance, Minor in Law
Galaxy Electronics Company August 2011 - Present
World Group Securities June 2010 - December 2011
China Construction Bank June 2008 - June 2009
Skills
Excel, PowerPoint,..., Visual Basic, SPSS, Microsoft Excel, Management, Mutual Funds, Financial Analysis, Analysis, Finance, PowerPoint, Microsoft Office
Education
The University of Texas at Dallas 2009 — 2011
Master of Science, Finance
Zhejiang University of Technology 2005 — 2009
Bachelor of Science, Finance, Minor in Law
Tammy Littlefield's World Group Securities Experience December 2005 - January 2012
Job Investment Advisor Representative Transamerica Financial Advisors Inc. Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division December 2005 - Present
Tammy Littlefield June 2006 - Present
Turlock Pregnancy Center July 2011 - August 2014
BNI January 2011 - April 2013
Investment Advisors International July 2008 - January 2012
World Group Securities December 2005 - January 2012
Skills
Financial Advisory, Fixed Annuities, Strategic Financial..., Finance, Securities, Financial Planners, 401k, Life Insurance, Investment Advisory, Mutual Funds, Series 6, Estate Planning, IRAs, Wealth Management, Long-term Care
Education
Modesto Junior College 1982 — 1984
Beyer High School 1978 — 1981
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division December 2005 - Present
Tammy Littlefield June 2006 - Present
Turlock Pregnancy Center July 2011 - August 2014
BNI January 2011 - April 2013
Investment Advisors International July 2008 - January 2012
World Group Securities December 2005 - January 2012
Skills
Financial Advisory, Fixed Annuities, Strategic Financial..., Finance, Securities, Financial Planners, 401k, Life Insurance, Investment Advisory, Mutual Funds, Series 6, Estate Planning, IRAs, Wealth Management, Long-term Care
Education
Modesto Junior College 1982 — 1984
Beyer High School 1978 — 1981
David Kring, CFP®'s World Group Securities Experience October 2005 - September 2006
Job President of Conestoga Wealth Management, a Registered Investment Advisor
Industry Financial Services
Experience
Conestoga Wealth Management November 2011 - Present
Conestoga Insurance Planning January 2006 - Present
Walnut Street Securities September 2006 - November 2011
World Group Securities October 2005 - September 2006
Skills
Estate Planning, Employee Benefits, Life Insurance, Pensions, Retirement Planning, Wealth Management, Investment Advisory, Disability Insurance, Long-term Care, 401k, Financial Planners, Health Insurance, Long Term Care Insurance, Investments, Small Business, Insurance, High Net Worth..., Universal Life, Personal Finance, Whole Life, Financial Planning, Securities, Finance
Education
Gettysburg College 1987 — 1991
Bachelor of Arts (B.A.), History
Greens Farms Academy 1984 — 1987
Conestoga Wealth Management November 2011 - Present
Conestoga Insurance Planning January 2006 - Present
Walnut Street Securities September 2006 - November 2011
World Group Securities October 2005 - September 2006
Skills
Estate Planning, Employee Benefits, Life Insurance, Pensions, Retirement Planning, Wealth Management, Investment Advisory, Disability Insurance, Long-term Care, 401k, Financial Planners, Health Insurance, Long Term Care Insurance, Investments, Small Business, Insurance, High Net Worth..., Universal Life, Personal Finance, Whole Life, Financial Planning, Securities, Finance
Education
Gettysburg College 1987 — 1991
Bachelor of Arts (B.A.), History
Greens Farms Academy 1984 — 1987
Homer Wheeler's World Group Securities Experience June 2004 - April 2005
Job Assistant Banking Center Manager at Woodforest National Bank
Industry Banking
Experience
Woodforest National Bank June 2015 - Present
Fiserv January 2011 - May 2015
Flagstar Bank July 2008 - May 2010
Best Bank AKA Guaranty Bank January 2007 - July 2008
1st Mariner Bank April 2005 - August 2006
World Group Securities June 2004 - April 2005
Chevy Chase Bank February 2001 - October 2003
Skills
Banking, Finance, Store Operations, Retail Banking, Branch Banking, Internet Banking, Mortgage Banking, Sales Management, Financial Services, Management, Operations Management, Sales Operations, Operational Planning, Core Banking, Bank Reconciliation, Banking Law, Bank Fraud, Bank Statements, Bank Relationship..., Bank Secrecy Act, Bank Management, Broadcast Television, Television News..., Television Studio...
Education
University of Alabama in Huntsville
Bachelor of Arts (BA), Major in Mass Communications / Minor in Psychology
Woodforest National Bank June 2015 - Present
Fiserv January 2011 - May 2015
Flagstar Bank July 2008 - May 2010
Best Bank AKA Guaranty Bank January 2007 - July 2008
1st Mariner Bank April 2005 - August 2006
World Group Securities June 2004 - April 2005
Chevy Chase Bank February 2001 - October 2003
Skills
Banking, Finance, Store Operations, Retail Banking, Branch Banking, Internet Banking, Mortgage Banking, Sales Management, Financial Services, Management, Operations Management, Sales Operations, Operational Planning, Core Banking, Bank Reconciliation, Banking Law, Bank Fraud, Bank Statements, Bank Relationship..., Bank Secrecy Act, Bank Management, Broadcast Television, Television News..., Television Studio...
Education
University of Alabama in Huntsville
Bachelor of Arts (BA), Major in Mass Communications / Minor in Psychology
Janice Moreland's World Group Securities Experience June 2005 - August 2009
Job Personal Health Coach at www.TheKitchenTwist.com
Industry Health, Wellness and Fitness
Experience
www.TheKitchenTwist.com December 2010 - Present
Willow House September 2003 - January 2014
The Church of Jesus Christ of Latter-day Saints January 2011 - June 2013
World Group Securities June 2005 - August 2009
Skills
Health Coach, Nutrition, Interior Design, Health, Food, Public Speaking, Coaching, Teaching, Counseling, Customer Service, Wellness, Wellness Coaching, Nutritional Counseling, Training, Small Business, General Awesomeness, Leadership, Personal Development, Team Building, Leadership Development, Microsoft Office, Strategic Planning, Event Planning, Cooking, Entrepreneurship, Sales, Psychotherapy, Social Media, Project Management, Microsoft Excel, Lifestyle
Education
Institute of Integrative Nutrition 2011 — 2012
Health Coach, Health Coaching
Cornell University and the T. Colin Campbell Foundation 2011 — 2011
Certificate, Plant-based nutrition
Brigham Young University 1982 — 1987
Bachelor of Arts, Interior Design
Dugway High School 1978 — 1982
High School Diploma
www.TheKitchenTwist.com December 2010 - Present
Willow House September 2003 - January 2014
The Church of Jesus Christ of Latter-day Saints January 2011 - June 2013
World Group Securities June 2005 - August 2009
Skills
Health Coach, Nutrition, Interior Design, Health, Food, Public Speaking, Coaching, Teaching, Counseling, Customer Service, Wellness, Wellness Coaching, Nutritional Counseling, Training, Small Business, General Awesomeness, Leadership, Personal Development, Team Building, Leadership Development, Microsoft Office, Strategic Planning, Event Planning, Cooking, Entrepreneurship, Sales, Psychotherapy, Social Media, Project Management, Microsoft Excel, Lifestyle
Education
Institute of Integrative Nutrition 2011 — 2012
Health Coach, Health Coaching
Cornell University and the T. Colin Campbell Foundation 2011 — 2011
Certificate, Plant-based nutrition
Brigham Young University 1982 — 1987
Bachelor of Arts, Interior Design
Dugway High School 1978 — 1982
High School Diploma