Next Financial Group

Company Profile

Categories:Pension & Profit Sharing Plans

Who has worked at Next Financial Group

	Position at Next Financial Group	Previous job position
Albert Ruiz	Register Rep
Angel Franklin	ACAT SPECIALIST
Bob Sestili	Investment Advisor Representative
Candace Beamer	Research SpecialistSince Feb 2011
Caroline Grisby	Operations/Cashier SpecialistSince Jan 2010	Stanford Group CompanyAccounts Payable Specialist Jan 2008 - Feb 2009
Chris Hartrich	Registered Investment Advisor RepresentativeSince Jan 2009	Edward JonesFinancial Adviser Sep 1998 - Jan 2009
Christopher Hensley	Business Development DirectorSince 2008	Discount PlanetCo-Owner / Operator 2006 - 2008
Christopher Toliver	Field Compliance ExaminerSince Nov 2008	AIG Advisor GroupInternal Compliance Analyst Aug 2006 - Nov 2008
Craig Cross	Home Office PrincipalSince Oct 2008	JPMorgan ChaseAccount Officer Jan 2007 - Jul 2008
Dale Friesen	Investment Adviser RepresentativeSince Mar 2008	Friesen Financial, LLCPresident Since Jan 2000
Donovan Irving	Data EntrySince Feb 2015
Doris Kanady	AccountantSince Feb 2009	SpherionCustomer Service Associate Sep 2008 - Dec 2008
Flavia Ward	Technology Support AnalystSince Feb 2009	Harry Norman, RealtorsHelpdesk Support Analyst Aug 2004 - Nov 2008
Glenn Scharf	Registered Representative, OSJSince Mar 2011	Scharf Group, LLCOwner Since 1995
Howard Brown	Manager Brokerage OpsSince Nov 2006	MassMutual Financial GroupInvestment Professional Jan 2006 - Jul 2006
James Muir	Senior Financial Advisor AsisstantSince Aug 2014	Home & Community HabilitationSupport Service Worker -PRN Since Jun 2013
Jennifer Moore	Business Analyst
Jennifer Zittel	transition supervisor
Jerry Mikus	Financial ServicesSince Apr 2009	Next Financial Group IncFinancial Advisor Since 1984
Joe Basham	OwnerSince Mar 2005 Registered RepresentativeSince Mar 2005	Edward JonesRegistered Representative Oct 1999 - Mar 2005
Joshua Abernathy	Certified Financial Manager
Judy Glenney	RecruiterSince 2004	Next FinancialBusiness Development Since 2004
Kelle Robbins	VP Of MarketingSince Aug 2011	Dial ResultsOwner Nov 1999 - Aug 2004
Kim Kham	Marketing ManagerSince Feb 2012 Lead DeveloperMar 2010 - Dec 2010 Marketing ManagerSince 2012 Senior Communications Specialist2010 - 2011	The GreensheetCommunications and E-Content Specialist Aug 2011 - Feb 2012
Linda Burns	Investment AdvisorSince Feb 2000	Northern TrustAVP-Private Banking Wealth Management Aug 1997 - Jul 1998
Mark Wetterholm	Owner
Merian Kenney	Research AnalystSince Mar 2010	SAM'SClub CASHIER Jul 2009 - Dec 2009
Nicky Destefano	Administrative Assitant
Norbert Nigon	CERTIFIED FINANCIAL PLANNERtm	Ameriprise Financial Services, Inc.Associate Financial Advisor Sep 2004 - Jan 2009
Patrick Mcshea	Financial Consultant
Peter Blanco	Wealth Management
Robert Clark	Independent Financial Services Registered RepresentativeSince Jan 2010	Genworth LifeArea representative of Montgomery and south Alabama Jan 2008 - Apr 2010
Sara Quilenderino	Administrator of Representative RelationshipsSince Jan 2012	Hiller Systems, IncService Administrator Dec 2007 - Dec 2011
Shawn Greenland,CfpãÂÃÂ®,ChfcãÂÃÂ®	Investment ProfessionalSince Jan 2007	Waddell & ReedFinancial Advisor Aug 2000 - Jan 2007
Steve Blake	Owner	BayformOwner Jan 1965 - Aug 1995
Sujatha Gummala		ATM Tech Solutions Mar 2008 - Dec 2010
Ted Phillips	Registered RepSince Oct 2001
Tishauna Washington	Research Analyst-Team LEADSince Nov 2008	TIRR/MHHSSenior Public Relations Coordinator, Project Manager Aug 2003 - Aug 2008
Tracy Martinez	Senior Compliance Analyst - Complaints, Litigation & Regulatory Dept.Since Mar 2010 Licensing SpecialistMar 2009 - Mar 2010 Customer Service RepAug 2005 - Mar 2009	Fiserv Investor ServicesOperations Specialist/Project Coordinator/Lead Apr 2004 - Jul 2005
Troy Baily	Registered Rep
Tyrone Ricks	Business Development ConsultantSince Nov 2014	AFLAC Insurance CompanyProducer / Independent Insurance Agent Since Dec 2010

Former Employees

	Position at Next Financial Group	Next job position
Aleigha Sardina	Financial Analysis InternAug 2007 - Dec 2007	CitiReal Estate Risk Analyst, AVP Since Jun 2013
Andrew Antony	Recruiting Coordinator & RecruiterJul 2008 - Jun 2010	Corestaff ServicesCompliance Specialist Since Oct 2014
Anthony Rosen	Financial AdvisorJan 1999 - Sep 2010	Solar UniverseSolar Energy Advisor Since Nov 2009
Bill Matthews	Reg. Rep.2006 - 2011	Retirement PathwaysRetirement Financial Advisor Since Aug 1980
Brian Skolte	Certified Financial PlannerDec 2005 - Dec 2009	SNS Financial GroupRegistered Investment Advisor--Owner Since Jan 2010
Cash Matthews	Divison Manager2007 - May 2013	The Solomon Group Financial Services, LLCInvestment Advisor Representative Since May 2013
Charmaine Nicholas	Broker Commission Specialist2007 - 2008	Henry Mayo Newhall Memorial HospitalBusiness Services Representative II Since 2009
Cherrise Gayle	Brokerage Account ProcessorDec 2012 - Jun 2013	BNY MellonCorporate Trust Administrator Since Jun 2013
Contact Me	Trading SupervisorJun 2006 - Dec 2008	Institutional Broker DealerCompliance Officer Since Jan 2011
Dana Gerstle	Senior Licensing SpecialistApr 2006 - Oct 2007
Darrell Raymond	Compliance ExaminerFeb 2008 - Sep 2010
Dave Schaefer	Sales AssociateDec 2007 - Sep 2008	OracleCustomer Experience, Application Sales Executive Since Nov 2011
Dawson White	Wealth ManagerFeb 2008 - Sep 2010	Whiterock Financial, LLCPresident / Owner Since Oct 2010
Deborah Grodecki	Home Office PrincipalOct 2010 - Mar 2013	*ETrade Financial**Branch Operations Manager Since Mar 2013
Deborah Hunt	Investment Advisory Compliance SpecialistSep 2009 - May 2013
Dennis Ober	Investment Advisor RepFeb 2004 - Dec 2010	Managed Risk StrategiesPrincipal Officer Since Sep 2011
Diana Harrison	CPA, CFP,CWSSince 1993
Eddie Dalton	Retired Rep2002 - Dec 2011	Golf Galaxy, Newport News, VAPlayer Assistant Since Apr 2011
Eloiza D'lima	Compliance SpecialistJun 2009 - Aug 2010
Eric Alsop	Commissions Specialist-(Broker Dealer FirmFeb 2014 - Feb 2015
Eric Oliver	Human Resources AssistantJul 2012 - Sep 2012
Gloria Harris	Assistant ManagerMar 2006 - Jun 2011
Izine Harris	COMMISSION SPECIALISTDec 2011 - Jul 2013	Redi CarpetBranch Accountant Since Mar 2014
Jamie Hunt	Validation SpecialistDec 2011 - Feb 2012	Ingle Law FirmLegal Secretary Since Jun 2012
Jason Luksa	Advisory Services ManagerJun 2006 - Sep 2007	Puffer SweivenSales - Field Instrumentation Since 2013
Jeremy Belfiore	Business Development ConsultantSep 2008 - Nov 2009	MBA GraduateCreative and Innovative Manager Since May 2010
Jessica Bordelon	Marketing CoordinatorMay 2001 - May 2002	Rose Paving CompanyNational Marketing Director Since Jul 2004
Jim Manouse	Director Of Marketing2004 - 2007
Jim Swanson	Registered RepresentativeApr 2002 - Jun 2008	JRS Investments and Wealth Preservation - A California Investment Advisory FirmOwner / Managing Director Since 2008
Johanna Bathurst	Financial Advisor2004 - 2010	Steinhardt FinancialWealth Manager/Partner Since 2001
John Merriwether	Field Compliance Auditor Field Compliance AuditorAug 2006 - Mar 2008	Sallie MaeSr. Accountant, Derivatives & Investments Since Sep 2012
John Starks	COMPLIANCE SUPERVISORSince 2006	NelsonReid, Inc.Chief Compliance / Chief Financial Officer Since Jul 2011
Joseph Hahm	Trading SupervisorJun 2006 - Dec 2008	Capital Institutional ServicesCompliance Since Jan 2011
Karl Leonard	Financial ProfessionalSince Feb 2002	Sandlapper Wealth Management LLCPresident Since Aug 2012
Ken Palermo	Compliance AnalystDec 2008 - Sep 2010	Vaughan Nelson Investment Management, L.P.Compliance Analyst Since Sep 2010
Kikis Lamadrid	New Accounts and ACATS Specialist. Headquarters Operations2011 - 2012
Krysten Jackson	Business DevelopmentFeb 2012 - Jul 2013
Libby Fogg	Home Office PrincipalOct 2012 - Mar 2013	Ameriprise Financial Services, Inc.Paraplanner Since Sep 2013
Luann Hayes	Commission Specialist2005 - 2010
Maria Caporale	Director Director Business Development2005 - 2010	Caporale Advisor ServicesPresident - Concierge Level Services for Proven Producers Since 2010
Maria Serna	Brokerage ClerkSince 2007	Mass MutualBrokerage Coordinator Since Jun 2014
Mark Hollingsworth	Co-founder/CEO/Wealth AdvisorJun 1999 - Dec 2013
Melissa Loner	Western Regional ManagerFeb 2008 - Mar 2009	Cambridge Investment ResearchAVP - Compliance Since Dec 2011
Melissa Mulhall	Licensing Specialist2004 - 2007	Nobel Learning CommunitiesTeacher Since Nov 2009
Melissa Rodriguez	Operations ClerkNov 2004 - Oct 2005	Morgan Stanley Smith BarneyClient Service Since Mar 2013
Michael Kochenash	Business DevelopmentJul 2011 - Dec 2011 Regional Vice President, WE2, Inc.Apr 2010 - Jun 2011	Cetera Financial GroupSenior Advisory Consultant Since Jun 2013
Michael Locke	VP NEXT Financial Ins Services2006 - 2011	Locke Albert Financial Partners CorporationChairman and CEO Since Jan 2008
Nima Morad	Business Development / ConsultantAug 2003 - Dec 2010	Sterne Agee Financial ServicesSenior Vice President of Business Development Since Dec 2010
Pam Smith	Executive/Administrative/Personal AssistantJan 2005 - Jan 2007	JDS Flooring AssociatesAdministrative Assistant Since Nov 2012
Patrick Wight	Owner Registered RepresentativeJul 2005 - Jun 2007	Vantage Point Wealth ManagementPartner Since Jul 2007
Rashawnda Mixon	Retail CashierJul 2012 - Jul 2013	Amegy BankTrust Operations Specialitst Since Jul 2013
Raymond Elkin	Stock Broker and Financial PlannerApr 2006 - Jan 2008	RetiredCaregiver for parent until his death in March 2012 Since Sep 2010
Rick Guadiano	Corporate RecruiterJan 2010 - Feb 2011	Sadara Chemical Project' - Aramco Services CoLead Technical Recruiting Officer (Business Office of Aramco Services Co, KBR Since Aug 2012
Robin Mcgovern	Marketing Supervisor/Operations DirectorJan 2007 - Dec 2011
Ronald Briggs	Investment Professional2003 - 2013	Horizon Investment Management GroupOwner and Investment Professional Since Aug 2009
Sara Hall	Administrator of Representative RelationshipsJan 2012 - Feb 2015
Shaun Rose	Business Development ConsultantOct 2007 - Nov 2009	Raymond James Financial Inc.Advisor Choice Consultant Since Jul 2012
Shawn Gilbert	OSJ-Sales Manager, Financial Advisor, Insurance and Investment Sales2003 - 2005	Cephei Technology GroupSales Director Since 2012
Shawn Ogunmakin	New Accounts RepresentativeJun 2005 - Jul 2011	Cudd Energy Pumping ServicesFluid Tech Since Nov 2012
Shell Johnson	Recruiting CoordinatorOct 2005 - May 2007	British PetroleumContract Anaylst Since Jan 2013
Shelly Dodge	Investment AdviserSince May 2005	Visionary Financial GroupPresident Since Jul 2012
Thomas Kerney	Financial AdvisorFeb 2009 - Jun 2009
Tom Ungrady	Div. Mgr.Sep 2002 - Sep 2011	SagePoint Financial, IncBranch Manager Since Sep 2011
Tommy Outlaw	StockbrokerNov 1993 - Sep 2006
Vicki Zollinger	Office Manager Office ManagerOct 2005 - Oct 2008
Zohair Merchant	Relationship SpecialistJun 2008 - Jun 2009	Bubbles Enterprises, LTDStore Director Since Mar 2012