Derek Lawson

13208 northeast 20Th St, Bellevue, WA 98005

Financial Services

Autozone Mar 2014 - Jun 2015
Part Time Parts Sales Manager Aerotek Dec 1, 2014 - Apr 2015
Accounts Receivable Specialist Associa Dec 1, 2014 - Apr 2015
Accounts Receivable Specialist Team Lead Wingspan Portfolio Advisors Nov 2013 - Jul 2014
Business Control Specialist Wingspan Portfolio Advisors Jan 2012 - Nov 2013
Dscr Inline Specialist Lowe's Companies, Inc. Mar 2011 - Jan 2012
Live Nursery Specialist Dfw Valuation Mar 2008 - Feb 2011
Data Entry Specialist Speed Commerce Aug 2007 - Mar 2008
Receiving Manager Hunter Financial Group Jul 2006 - Nov 2006
Loan Originator The Home Depot Feb 2002 - Sep 2005
Multi Department, Department Manager South Tech Industries Jul 1995 - Jan 2002
Texas Division Manager

Kaplan College - Dallas 2006 - 2006
Dallas County Community College 2002 - 2005
Associates, Accounting

Leadership, Team Building, Banking, Sales, Data Entry, Loan Origination, Mortgage Banking, Mortgage Lending, Process Improvement, Landscaping, Quality Assurance, Sales Management, Microsoft Office, Microsoft Word, Fx Options, Microsoft Excel, Credit, Customer Service, Management, Appraisals, Mortgage Servicing, Wire Edm, Accounts Payable, Accounts Receivable, Loans

16 Calumet Dr, Saint Peters, MO 63376

Computer Software

Inflow Technology - Greater St. Louis Area since Dec 2011
PLM Consultant Tridaq, Inc Dec 2010 - Dec 2011
Application Engineer MiTek Aug 2006 - Nov 2010
CAD Admin

Lincoln Technical Institute 2003 - 2004
Associate of Science (A.S.), Architecture

Pdm, Cad, Solidworks, Engineering, Product Lifecycle Management, Product Design, Mechanical Engineering, Solidworks Pdm Enterprise, Autocad, Driveworks, Ptc Creo, Solid Modeling, Mechanical Design, Autocad Mechanical, Autocad Electrical, Autocad Architecture, Solidworks Pdm Workgroup, Pro/Engineer, Mechanical Drafting, Electrical Drafting, Architectural Drafting, Manufacturing, Microsoft Sql Server, Chief Architect, Pro/Intralink, Visual Basic, 3Dvia Composer, Architectural Design, Pdm Professional, Pdm Standard, Sql, Html, Html5, Visual Basic For Applications, Employee Training, Technical Documentation, Project Management, Project Planning, Data Management

English

Financial Planning Assistant at Sonas Financial Group, Inc., Advisor to the Board Members & Coaching Staff at University of Iowa Men's Ice Hockey

Kansas City, Missouri

Financial Services

Sonas Financial Group, Inc. - Kansas City, Missouri Area since Apr 2012
Financial Planning Assistant University of Iowa Men's Ice Hockey since Jul 2011
Advisor to the Board Members & Coaching Staff State Street Bank - Kansas City, Missouri Area Sep 2011 - Mar 2012
Accountant Greater Des Moines Habitat for Humanity - Des Moines, Iowa Area Jul 2011 - Sep 2011
VP, Finance New York Life Insurance Company - West Des Moines, IA Apr 2011 - Aug 2011
Agent/Registered Rep University of Iowa Men's Ice Hockey - Iowa City, Iowa Area Jul 2010 - Jun 2011
General Manager University of Iowa Men's Ice Hockey - Iowa City, Iowa Area Apr 2007 - Jun 2011
Treasurer University of Iowa - Pomerantz Career Center - Iowa City, Iowa Area Aug 2010 - May 2011
Student Ambassador Ovations Food Services, LP Apr 2010 - Aug 2010
Accounting Intern (At Iowa Speedway) University of Iowa Men's Ice Hockey - Iowa City, Iowa Area Jun 2008 - Jun 2010
VP, Director of Operations Iowa DNR Budget & Finance Bureau Aug 2009 - Dec 2009
Accounting Intern Americorps Aug 2009 - Dec 2009
AmeriCorps Recovery Member University of Iowa Nov 2007 - Aug 2009
Warehouse Assistant Goalie Club Jun 2003 - Jul 2007
Camp Counselor & On-Ice Instructor

Kansas State University 2012 - 2015
Master of Science (M.S.), Personal Financial Planning, Family Studies & Human Services University of Iowa - Henry B. Tippie College of Business 2006 - 2011
Bachelor of Business Administration (B.B.A.), Finance Norwalk High School 2002 - 2006

Business Planning, Budget Development & Analysis, Scheduling, Accounting, Retirement Planning, Sports Management, Non-profits, Hockey, Microsoft Office, Problem Solving, Problem Analysis, Cost Accounting, Analysis

Ice Hockey, Financial Management, Investing, research, reading, fitness

Nominee for EXCEL at Iowa - Choose category

5718 Erica Ave, Stillwater, OK 74074

Construction

66 Sign & Lighting
Installation and Service Technician

John Marshall High School

111 Hunter Dr, Murray, KY 42071

Higher Education

Murray State University
Expo Operations Supervisor

Murray State University 2003 - 2008
Bachelors, Bachelor of Science

1401 Shop Rd, Columbia, SC 29201

Education Management

Kershaw County School District
Senior System Specialist The State
Information Technology Site Manager Waccamaw Corporation Feb 1996 - Apr 1997
Network Administrator The Sun News Aug 1993 - Feb 1996
Network Administrator

Lander University 1989 - 1992
Bachelors, Bachelor of Arts, Bachelor of Arts In Business Administration

Networking, Troubleshooting, Data Center, Vendor Management, Virtualization, System Administration, Vmware, Cisco Technologies, Project Management, Tcp/Ip, Social Media, Active Directory, Budgets, It Operations, Personnel Management, Telecommunications, Voip, Disaster Recovery, Network Administration, Digital Media, Advertising, Social Media Marketing

8999 Woodmayr Dr, Norwalk, IA 50211

Financial Services

Kansas State University
Assistant Professor Texas Tech University Aug 2018 - May 2019
Instructor Priority Financial Partners Aug 2018 - May 2019
Partner and Certified Financial Planner Priority Financial Partners Mar 2017 - Oct 2018
Certified Financial Planner Financial Therapy Association Feb 2015 - Dec 2017
Treasurer Priority Financial Partners Jan 2016 - Feb 2017
Financial Planning Associate Financial Planning Association (Fpa) Jan 2015 - Dec 2016
Nexgen Secretary National Association of Personal Financial Advisors Jun 2014 - Jul 2016
Social Media Coordinator and Committee Member Sonas Financial Group Apr 2012 - Jul 2015
Assistant Financial Planner Financial Planning Association (Fpa) Jan 2015 - Jun 2015
Director of Nexgen Financial Planning Association (Fpa) Jan 2014 - Dec 2014
Director at Large University of Iowa Jul 2011 - Jun 2013
Advisor To the Board Members and Coaching Staff State Street Sep 2011 - Mar 2012
Accountant Greater Des Moines Habitat For Humanity Jul 2011 - Sep 2011
Vp, Finance New York Life Insurance Company Apr 2011 - Sep 2011
Agent and Registered Representative University of Iowa Apr 2007 - Jun 2011
Treasurer University of Iowa Jul 2010 - Jun 2011
General Manager University of Iowa Aug 2010 - May 2011
Student Ambassador Ovations Food Services, Lp Apr 2010 - Aug 2010
Accounting Intern University of Iowa Jun 2008 - Jun 2010
Vp, Director of Operations Americorps Aug 2009 - Dec 2009
Americorps Recovery Member Iowa Dnr Budget & Finance Bureau Aug 2009 - Dec 2009
Accounting Intern University of Iowa Nov 2007 - Aug 2009
Warehouse Assistant Goalie Club Jun 2003 - Jul 2007
Camp Counselor and on-Ice Instructor

Kansas State University 2015 - 2019
Doctorates, Doctor of Philosophy, Philosophy Kansas State University 2014
Masters Kansas State University 2012 - 2014
Master of Science, Masters, Human Services University of Iowa 2011
The University of Iowa Tippie College of Business 2006 - 2011
Bachelors, Bachelor of Business Administration, Finance Norwalk High School 2002 - 2006
Norwalk Senior High School

Leadership, Analysis, Accounting, Public Speaking, Management, Microsoft Office, Time Management, Retirement Planning, Business Planning, Budgets, Hockey, Cost Accounting, Social Media Strategist, Strategic Planning, Social Media, Problem Analysis, Microsoft Excel, Sports Management, Non Profits, Problem Solving, Budget Development and Analysis, Training, Process Scheduler, Coaching, Microsoft Word, Research, Scheduling, Powerpoint, Forecasting, Nonprofits, Event Planning

Fitness/Health
Exercise
Home Improvement
Reading
Watching Auto Racing
Sports
Ice Hockey
Watching Sports
Cooking
Electronics
Outdoors
Auto Racing
Music
Movies
Collecting
Travel
Investing
Research
Financial Management

English

Certified Financial Planner (Cfpâ®)
License 175712
Cfp Board, License 175712

Atlanta, GA

Financial Services

J.P. Morgan since Mar 2013
Private Client Advisor

Georgia State University 2010 - 2012
Master of Business Administration (MBA) Troy University 1993 - 1998
Bachelors, Elementary Education

Retirement Planning, Insurance, Investments, Financial Advisory, Asset Allocation, Portfolio Analysis, Wealth Preservation Strategies, Investment Planning, Customer Service, Financial Services, Mutual Funds, Wealth Management, Financial Planning

Family
Victory World Church Norcross
Baseball
Basketball
Fishing