W&R Company
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18 W&R employees in database. Find out everything there's to know about W&R employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
W&R Employees
Employee
Years
Job
Industry
Scott W. Summerlin Scott W. Summerlin's W&R Experience August 2007 - April 2010
Job MBA
Industry Financial Services
Experience
STARLIFTER WEALTH MANAGEMENT (Principal Financial Group) April 2010 - Present
The Cancer Connection Idaho November 2011 - December 2013
Air Force Reserve (Retired) July 2005 - May 2013
W&R August 2007 - April 2010
HP August 2001 - August 2007
Idaho Air National Guard June 2002 - July 2005
US Air Force Reserve November 1999 - June 2002
EarthCorps 2000 - 2001
HostPro 2000 - 2000
USAF May 1990 - November 1999
Skills
Analysis, Strategy, Public Speaking, Financial Analysis, Strategic Planning, Cross-functional Team..., Management, Training, Project Planning, Coaching, Team Building, Microsoft Excel, Process Improvement, Leadership, Small Business, Microsoft Office, Business Strategy, Financial Modeling, Negotiation, Business Analysis, Business Planning, Data Analysis, Problem Solving, Accounting, Business Development, Financial Reporting, Finance, Sales, Project Management, Forecasting, CRM, Start-ups, Management Consulting, Business Process..., Budgets
Education
University of Washington, Michael G. Foster School of Business 1999 — 2001
MBA
United States Air Force Academy 1986 — 1990
Bachelor's degree
STARLIFTER WEALTH MANAGEMENT (Principal Financial Group) April 2010 - Present
The Cancer Connection Idaho November 2011 - December 2013
Air Force Reserve (Retired) July 2005 - May 2013
W&R August 2007 - April 2010
HP August 2001 - August 2007
Idaho Air National Guard June 2002 - July 2005
US Air Force Reserve November 1999 - June 2002
EarthCorps 2000 - 2001
HostPro 2000 - 2000
USAF May 1990 - November 1999
Skills
Analysis, Strategy, Public Speaking, Financial Analysis, Strategic Planning, Cross-functional Team..., Management, Training, Project Planning, Coaching, Team Building, Microsoft Excel, Process Improvement, Leadership, Small Business, Microsoft Office, Business Strategy, Financial Modeling, Negotiation, Business Analysis, Business Planning, Data Analysis, Problem Solving, Accounting, Business Development, Financial Reporting, Finance, Sales, Project Management, Forecasting, CRM, Start-ups, Management Consulting, Business Process..., Budgets
Education
University of Washington, Michael G. Foster School of Business 1999 — 2001
MBA
United States Air Force Academy 1986 — 1990
Bachelor's degree
Michelle S. Damico Michelle S. Damico's W&R Experience January 2009 - December 2010
Job Recruiter
Industry Human Resources
Experience
Independent January 2011 - Present
WR January 2009 - December 2010
Freelance January 2007 - December 2008
Skills
Financial Accounting, ERP, Tally, Staff Management, HR Information..., Motivational Speaking, Human Resource Planning, Multi Tasking
Education
New York University 2002 — 2006
Human Resources Management/Personnel Administration, General
Independent January 2011 - Present
WR January 2009 - December 2010
Freelance January 2007 - December 2008
Skills
Financial Accounting, ERP, Tally, Staff Management, HR Information..., Motivational Speaking, Human Resource Planning, Multi Tasking
Education
New York University 2002 — 2006
Human Resources Management/Personnel Administration, General
Isabel Falcon Isabel Falcon's W&R Experience March 2012 - June 2012
Job Paralegal
Industry Legal Services
Joe Zander Joe Zander's W&R Experience August 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
W&R August 2013 - Present
Mister Money USA October 2010 - July 2013
Mister Money USA December 2008 - October 2010
Skills
Customer Service, Management, Microsoft Office, Microsoft Excel, Leadership, Strategic Planning, Sales, Microsoft Word, Financial Analysis, Project Management, Finance, Series 7, Fixed Annuities, PowerPoint, Budgets, Team Building, Marketing, Team Leadership, Analysis, Negotiation, Insurance, Portfolio Management, Banking, Investments, Financial Modeling, Relationship Management, Business Planning
Education
Colorado State University 2008 — 2011
Business Administration Finance & Management
W&R August 2013 - Present
Mister Money USA October 2010 - July 2013
Mister Money USA December 2008 - October 2010
Skills
Customer Service, Management, Microsoft Office, Microsoft Excel, Leadership, Strategic Planning, Sales, Microsoft Word, Financial Analysis, Project Management, Finance, Series 7, Fixed Annuities, PowerPoint, Budgets, Team Building, Marketing, Team Leadership, Analysis, Negotiation, Insurance, Portfolio Management, Banking, Investments, Financial Modeling, Relationship Management, Business Planning
Education
Colorado State University 2008 — 2011
Business Administration Finance & Management
Brent Grimes Brent Grimes's W&R Experience October 2014 - Present
Job Primetime Media: cocreator, executive producer
Industry Management Consulting
Experience
W&R October 2014 - Present
PrimeTime(@IU) October 2013 - Present
Skills
Arts, Entertainment, Communcations, Technology, Teamwork, Independent Film, Mangement, Culture
Education
Indiana University Bloomington 2011 — 2015
Sociology/Film Studies
Lawrence North High School 2007 — 2011
Honors
W&R October 2014 - Present
PrimeTime(@IU) October 2013 - Present
Skills
Arts, Entertainment, Communcations, Technology, Teamwork, Independent Film, Mangement, Culture
Education
Indiana University Bloomington 2011 — 2015
Sociology/Film Studies
Lawrence North High School 2007 — 2011
Honors
George Majoue, M.Ed. George Majoue, M.Ed.'s W&R Experience September 1975 - March 1976
Job Field Agent, Knights of Columbus Insurance
Industry Insurance
Experience
Knights of Columbus Insurance November 2013 - Present
Rotary Club of Santa Maria Breakfast March 2008 - Present
Santa Maria Philharmonic Society October 2007 - June 2013
Tutoring Club of Santa Maria and Orcutt January 2011 - March 2013
MotionZ November 2002 - March 2010
St. Joseph High School, Santa Maria CA July 1998 - June 2002
Santa Maria de La Paz Catholic Community August 1990 - June 1995
St. Thomas High School July 1976 - June 1988
St. Theresa Catholic Church February 1971 - August 1980
W.R September 1975 - March 1976
Skills
Marketing, Community Outreach, Human Resources, Training, Management, Social Media Marketing, Staff Development, Public Speaking, Customer Service, Curriculum Development, Non-profits, Teaching, Sales, Educational Leadership, Educational Technology, Nonprofits, Leadership, Advertising, Fundraising, Entrepreneurship, Editing, Public Relations, Program Management, Event Planning, Volunteer Management, Social Media, Leadership Development, Small Business, Coaching, Team Building, Social Networking, Event Management, Strategic Planning, Curriculum Design, Time Management, Music, Program Development, Grant Writing, Organizational..., Blogging, Research, Classroom, Higher Education, Tutoring, Creative Writing, Budgets, Non-profit..., Marketing Strategy, PowerPoint, Policy
Education
New Mexico Highlands University 1990 — 1992
M.Ed., Education Administration
New Mexico Highlands University 1990 — 1992
Masters, Education Administration
The College of Santa Fe 1989 — 1990
Post, studies; Secondary Education
St. Thomas High School 1977 — 1988
University of Houston 1984 — 1985
Administrative Education
University of St. Thomas (TX) 1971 — 1978
B.A., Music: Voice and Piano
University of St. Thomas (TX) 1971 — 1978
BA, Liberal Arts
University of St. Thomas (TX) 1971 — 1978
Bachelor of Arts, Liberal Arts; Music
St. Mary's Seminary 1971 — 1973
St. John Vianney College Preparatory High School 1967 — 1971
Knights of Columbus Insurance November 2013 - Present
Rotary Club of Santa Maria Breakfast March 2008 - Present
Santa Maria Philharmonic Society October 2007 - June 2013
Tutoring Club of Santa Maria and Orcutt January 2011 - March 2013
MotionZ November 2002 - March 2010
St. Joseph High School, Santa Maria CA July 1998 - June 2002
Santa Maria de La Paz Catholic Community August 1990 - June 1995
St. Thomas High School July 1976 - June 1988
St. Theresa Catholic Church February 1971 - August 1980
W.R September 1975 - March 1976
Skills
Marketing, Community Outreach, Human Resources, Training, Management, Social Media Marketing, Staff Development, Public Speaking, Customer Service, Curriculum Development, Non-profits, Teaching, Sales, Educational Leadership, Educational Technology, Nonprofits, Leadership, Advertising, Fundraising, Entrepreneurship, Editing, Public Relations, Program Management, Event Planning, Volunteer Management, Social Media, Leadership Development, Small Business, Coaching, Team Building, Social Networking, Event Management, Strategic Planning, Curriculum Design, Time Management, Music, Program Development, Grant Writing, Organizational..., Blogging, Research, Classroom, Higher Education, Tutoring, Creative Writing, Budgets, Non-profit..., Marketing Strategy, PowerPoint, Policy
Education
New Mexico Highlands University 1990 — 1992
M.Ed., Education Administration
New Mexico Highlands University 1990 — 1992
Masters, Education Administration
The College of Santa Fe 1989 — 1990
Post, studies; Secondary Education
St. Thomas High School 1977 — 1988
University of Houston 1984 — 1985
Administrative Education
University of St. Thomas (TX) 1971 — 1978
B.A., Music: Voice and Piano
University of St. Thomas (TX) 1971 — 1978
BA, Liberal Arts
University of St. Thomas (TX) 1971 — 1978
Bachelor of Arts, Liberal Arts; Music
St. Mary's Seminary 1971 — 1973
St. John Vianney College Preparatory High School 1967 — 1971
Shane Wade, CMFC Shane Wade, CMFC's W&R Experience April 2007 - November 2009
Job National Sales Desk Director
Industry Financial Services
Experience
Investment Firm in Denver 2010 - Present
New England Financial November 2009 - August 2010
W&R April 2007 - November 2009
Skills
Finance, Retirement Planning, Mutual Funds, Investments, Management, Insurance, Customer Service, Series 63, Leadership, Wealth Management
Education
Missouri State University
B.S., Marketing
Investment Firm in Denver 2010 - Present
New England Financial November 2009 - August 2010
W&R April 2007 - November 2009
Skills
Finance, Retirement Planning, Mutual Funds, Investments, Management, Insurance, Customer Service, Series 63, Leadership, Wealth Management
Education
Missouri State University
B.S., Marketing
Roseann Taliercio's W&R Experience January 2014 - Present
Job Manager
Industry Law Practice
Experience
WR January 2014 - Present
Phelan Hallinan, PLC January 2010 - May 2013
DJS Enterprises January 2008 - November 2010
Borrell & Riso, LLP August 1996 - December 2005
Skills
Bankruptcy, Legal Research, Litigation, Legal Writing, Civil Litigation, Courts, Commercial Litigation, Legal Assistance, Trials, Westlaw, Mediation, Personal Injury, Litigation Support, Family Law, Arbitration, Real Estate, Hearings, Criminal Law, Pleadings, Document Review, LexisNexis, Wills, Legal Documents, Legal Issues, Document Drafting, Notary Public, PACER, Creditors' Rights, Microsoft Excel, Motions, Chapter 7, Paralegals, Trial Practice, Microsoft Office, Leadership, Research, Management, Personal Injury..., Outlook, Medical Malpractice, Class Actions, Property Law, Depositions, WordPerfect
Education
State University of New York College at Oneonta
WR January 2014 - Present
Phelan Hallinan, PLC January 2010 - May 2013
DJS Enterprises January 2008 - November 2010
Borrell & Riso, LLP August 1996 - December 2005
Skills
Bankruptcy, Legal Research, Litigation, Legal Writing, Civil Litigation, Courts, Commercial Litigation, Legal Assistance, Trials, Westlaw, Mediation, Personal Injury, Litigation Support, Family Law, Arbitration, Real Estate, Hearings, Criminal Law, Pleadings, Document Review, LexisNexis, Wills, Legal Documents, Legal Issues, Document Drafting, Notary Public, PACER, Creditors' Rights, Microsoft Excel, Motions, Chapter 7, Paralegals, Trial Practice, Microsoft Office, Leadership, Research, Management, Personal Injury..., Outlook, Medical Malpractice, Class Actions, Property Law, Depositions, WordPerfect
Education
State University of New York College at Oneonta
Edward Banks AAMS, AWMA's W&R Experience June 2005 - September 2010
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
Jason Totani Jason Totani's W&R Experience June 2010 - Present
Job Director
Industry Financial Services
Experience
WR June 2010 - Present
JMT Appraisals June 1999 - 2010
Skills
Residential Homes
Education
Governors State University
WR June 2010 - Present
JMT Appraisals June 1999 - 2010
Skills
Residential Homes
Education
Governors State University
Brock McKinley's W&R Experience August 2011 - Present
Job Operations Manager / Inventory Control Manager
Industry Logistics and Supply Chain
Experience
W&R August 2011 - Present
Paragon Sporting Goods October 2006 - June 2010
Army National Guard September 1997 - September 2005
Morgan Keegan January 2005 - June 2005
University of Alabama January 2005 - May 2005
UBS Wealth Management September 2004 - January 2005
Skills
Cross-functional Team..., Leadership, Operations Management, Forecasting, Access, Inventory Management, Analysis, Logistics, Supply Chain, Project Planning, Team Building, Strategic Planning, Integration, Sales, Time Management
Education
University of Alabama 2004 — 2006
MS, Financial Engineering
University of Alabama 1998 — 2006
BS, Quantitative Finance
TCHS
W&R August 2011 - Present
Paragon Sporting Goods October 2006 - June 2010
Army National Guard September 1997 - September 2005
Morgan Keegan January 2005 - June 2005
University of Alabama January 2005 - May 2005
UBS Wealth Management September 2004 - January 2005
Skills
Cross-functional Team..., Leadership, Operations Management, Forecasting, Access, Inventory Management, Analysis, Logistics, Supply Chain, Project Planning, Team Building, Strategic Planning, Integration, Sales, Time Management
Education
University of Alabama 2004 — 2006
MS, Financial Engineering
University of Alabama 1998 — 2006
BS, Quantitative Finance
TCHS
Henrik Neuhaus's W&R Experience 2008 - 2011
Job CoFounder & Partner at CataMetrics Management, LLC
Industry Financial Services
Experience
CataMetrics Management, LLC July 2014 - Present
WR 2008 - 2011
WR 2008 - 2011
WR 2008 - 2011
WR 2008 - 2011
Education
London Business School
Ph.D, Finance
Université catholique de Louvain
Economics and econometrics
Stockholm School of Economics
Degree in Economics and Business Administration
University of Stockholm
Mathematics
CataMetrics Management, LLC July 2014 - Present
WR 2008 - 2011
WR 2008 - 2011
WR 2008 - 2011
WR 2008 - 2011
Education
London Business School
Ph.D, Finance
Université catholique de Louvain
Economics and econometrics
Stockholm School of Economics
Degree in Economics and Business Administration
University of Stockholm
Mathematics
Daphanie Hutton's W&R Experience March 2006 - Present
Job Exp Legal Secretary/Assistant
Industry Law Practice
Experience
W.R March 2006 - Present
Office of the McIntosh County Court May 2000 - May 2005
Education
Langston University 1990 — 1995
Eufaula High School
Langston University
Economics
W.R March 2006 - Present
Office of the McIntosh County Court May 2000 - May 2005
Education
Langston University 1990 — 1995
Eufaula High School
Langston University
Economics
Belinda J.'s W&R Experience May 2000 - May 2011
Job Educational Leadership and Reserach
Industry Education Management
Experience
Performing Research on Educational Issues September 2013 - Present
WR May 2000 - May 2011
After School Programs August 2009 - September 2010
District Technology Team 2000 - 2010
Wesley Ray Elementary School January 2008 - May 2009
Skills
Curriculum Development, Leadership Development, Workshop Facilitation, K-12, Teacher Training, Educational Leadership, Educational Technology, Curriculum Design, Staff Development, Instructional Design, Grant Writing
Education
USM
Southern University and Agricultural and Mechanical College at Baton Rouge 1995 — 1997
Master's Degree, Master's in Education Leadership
San Diego State University-California State University 2006 — 2006
Aerospace Education (NASA Ames), Certification in Educational Aerospace (NASA Ames)
Vanderbilt University 2004 — 2004
COMP Facilitator Training of Trainers_ Peabody College
Dillard University, NOLA 1990 — 1994
BSN, Nursing Natural Science
Performing Research on Educational Issues September 2013 - Present
WR May 2000 - May 2011
After School Programs August 2009 - September 2010
District Technology Team 2000 - 2010
Wesley Ray Elementary School January 2008 - May 2009
Skills
Curriculum Development, Leadership Development, Workshop Facilitation, K-12, Teacher Training, Educational Leadership, Educational Technology, Curriculum Design, Staff Development, Instructional Design, Grant Writing
Education
USM
Southern University and Agricultural and Mechanical College at Baton Rouge 1995 — 1997
Master's Degree, Master's in Education Leadership
San Diego State University-California State University 2006 — 2006
Aerospace Education (NASA Ames), Certification in Educational Aerospace (NASA Ames)
Vanderbilt University 2004 — 2004
COMP Facilitator Training of Trainers_ Peabody College
Dillard University, NOLA 1990 — 1994
BSN, Nursing Natural Science
Alan Lao's W&R Experience
Job Financial Advisor at W&R
Industry Financial Services
Experience
W&R
Skills
Customer Service, Management, Investments, Financial Planning, Risk Management, Strategic Planning, Insurance, Portfolio Management, Financial Analysis, Finance, Wealth Management, Retirement Planning, Mutual Funds, Leadership, Financial Services, Asset Management, Equities
Education
Sacred Heart University 1995 — 1999
BA, Finance, General
Veterans Memorial High School
Diploma
W&R
Skills
Customer Service, Management, Investments, Financial Planning, Risk Management, Strategic Planning, Insurance, Portfolio Management, Financial Analysis, Finance, Wealth Management, Retirement Planning, Mutual Funds, Leadership, Financial Services, Asset Management, Equities
Education
Sacred Heart University 1995 — 1999
BA, Finance, General
Veterans Memorial High School
Diploma