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Business Contacts & Backgrounds


Company Profile

Categories:Electronic Commerce, Financial Services, Insurance

Phone:(414) 453-0709


Former Employees

Position at Sun America Securities Next job position
Antoinette Lee
Financial Advisor/SalesAug 2001 - Jun 2002
Austin Peters
Account Manager1994 - 1996
RTMDepartment Coordinator/WFM Analyst Since 2011
Barry Burns
Branch Manager1999 - 2006
Caldwell Bowers
Marketing and Sales Development1998 - 2000
The Williams Real Estate CompanyAssociate Broker-Commercial and Real Estate Investments Since 2005
Charles Ingram
(Independent) Branch ManagerJun 1993 - Dec 2002
Commerce Street Capital, LLCManaging Director Since Jun 2008
Elizabeth Portillo
IRA Coordinator-Broker Services DepartmentAug 1998 - Jan 1999
Eric Crewes
Marketing AssociateOct 1997 - Jan 1998
EdTek Services, Inc.Director, Business Development Since Apr 2010
Evonne Ryan
Stockbroker/Investment AdvisorJul 1993 - Aug 1997
WEALTH STRONG InternationalPresident Since Jun 2007
Herb Garner
Branch Manager1994 - 2001
Invest FinancialInvestment Advisor Representative Since Jan 2012
Jodi Miller
Securities and Insurance AgentMar 1998 - Jan 2000
TreadworksAccounts Payable Since May 2011
Jon Anderson
Financial AdvisorJan 2003 - Aug 2005
Park Avenue SecuritiesFinancial Advisor Since Jun 2006
Kevin Steigerwalt
Became series 6 licensed and Life AgentSince 1994
et.al Since 1995
Lyn Furbee
Office AssistantMay 1990 - Jun 1991
Margo Spencer
Vice President Regional ManagementJan 2001 - Jan 2002
Regional ManagerJan 1997 - Jan 2001
Edward JonesSenior Business Coach Since Sep 2012
Matthew Coughlin
Compliance Auditor2002 - 2004
Pam Barrier
Education Coordinator2000 - 2003
Boulder Creek High School - Deer Valley Unified School District12th Grade Economics Teacher Since 2004
Paul Dean
Sr. Business Intelligence Consultant2000 - 2000
VCESr. Project Manager Since 2010
Paul Pesantez
Financial AdvisorJan 2002 - Dec 2004
Home Loan LendingMortgage Loan Originator Since Oct 2012
Piyasri Chulpema
Financial ConsultantSep 1996 - Oct 1998
Family Service AssociationVolunteer Since Dec 2012
Richard Marsh
Senior AuditorMay 2004 - Sep 2004
Gila River Indian CommunityProgram Accountant Since Jan 2014
Ryan Stokes
IRA SpecialistSince 1997
Infinity Cup Recipient Since 2007
Shannon Acklin
Administrative AssistantJun 2005 - Sep 2005
Sommer Hart
New Accounts SpecialistJun 2001 - Jul 2002
Stephanie Duggan
Office Manager2000 - 2001
Holme Roberts & OwenBilling & Collections Manager Since Feb 2002
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