Clearpoint Financial
Clearpoint Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Clearpoint Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Clearpoint Financial Employees
Woodruff-Sawyer & Co January 2013 - Present
Clearpoint Financial February 2011 - January 2013
Associated Securities October 1999 - October 2010
Eagle Group 2000 - 2004
Northwestern Mutual Life January 1993 - January 1999
United States Air Force January 1986 - January 1993
Skills
401k, Retirement, Mutual Funds, Investments, Retirement Planning, Financial Advisory, Employee Benefits, Pensions, Finance, Retirement Plan..., Insurance, Strategic Financial..., Series 63, Securities, Financial Planning, Series 6, Risk Management, Defined Benefit, Leadership, Business Planning, Management, Series 7, Due Diligence, ERISA, FINRA, Training, Asset Allocation, Investment Advisory, Small Business, Defined Contribution, Profit Sharing, Qualified Retirement..., Employer Guidance, Employee Advocate, Leading Financial Change, Financial Services, Strategic Planning, Strategy
Education
Kaplan University 2002 — 2004
Financial Planning and Services
Saint Leo University 1990 — 1993
Finance, Business
Alliant Insurance Services May 2015 - Present
ClearPoint Financial September 2006 - April 2015
Hope on the HIll Guild 2009 - 2015
Advanced Benefits Consulting 2005 - 2006
Retirement Plan Services, LLC 2002 - 2005
Skills
Series 63, 401k, Series 7, Retirement Plan..., Mutual Funds, Retirement Planning, Financial Advisory, Insurance, Retirement, Investment Advisory
Education
University of Northern Iowa 1997 — 2001
Bachelors degree, Finance and Economics
Pacific Retirement Partners, LLC May 2014 - Present
Etesian Wealth Advisors, LLC October 2010 - May 2014
ClearPoint Financial 2006 - 2010
Columbia Management 2001 - 2005
Skills
Retirement Plan..., 401k, Pensions, Profit Sharing, Investment Advisory, Asset Allocation, Investment Management, Mutual Funds
Education
University of Oregon - Charles H. Lundquist College of Business 1996 — 2000
Bachelor of Science, Finance
Central Catholic
ClearPoint Financial January 2011 - October 2014
Principal Financial Group April 2001 - January 2011
Principal Financial Group April 2001 - March 2005
Skills
401k
Education
Eastern Washington University 1996 — 2001
CountryPlace Mortgage October 2011 - December 2012
Clearpoint Financial January 2009 - October 2011
Sound Mortgage Inc June 2007 - December 2008
A Plus Mortgage LLC June 2006 - June 2007
RNB Mortgage June 2004 - June 2006
Home Loan Express March 2002 - June 2004
Conseco Finance September 1998 - January 2002
Green Tree Financial Corp. November 1992 - September 1998
Skills
FHA, Loans, Mortgage Banking, Mortgage Lending, Relationship Marketing, Analysis, Business Relationship..., Listening Skills, Detailed Analysis
Education
Seattle University 1989 — 1992
Business Administration, Management
Washington State University 1982 — 1984
ClearPoint Financial June 2009 - Present
Merrill Lynch June 2005 - June 2009
Means Investment Company January 1994 - June 2005
Skills
Asset Management, Securities, FINRA, Investment Advisory, Investments, Retirement Planning, Portfolio Management, Finance, Financial Analysis, Investment Management, Financial Advisory
Education
University of Maine 1977 — 1982
BA, Business Administration
Orono High School 1974 — 1977
Amazon October 2015 - Present
Amazon January 2014 - Present
Amazon December 2011 - December 2012
Clearpoint Financial June 2011 - December 2011
Gruman & Nicoll Public Relations August 2010 - October 2010
Bill Pace Fruit and Produce July 2009 - September 2009
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, SQL, Customer Service, Process Improvement, Event Planning, Microsoft Office, Corporate Finance
Education
Seattle University 2009 — 2013
Bachelor of Arts in Business Administration, Finance
Lincoln Financial Group May 2014 - Present
Bank of America Merrill Lynch June 2011 - May 2014
Clearpoint Financial 2007 - June 2011
National Retirement Partners 2007 - 2011
Arthur J. Gallagher & Co. 2002 - 2007
Skills
Strategy, Retirement, Employee Benefits, Retirement Planning, Retirement Plan..., Sales, Public Speaking, Pensions, Mutual Funds, Investments, Series 7, Wealth Management, 401k, Investment Advisory, Series 63, Financial Advisory, Asset Allocation, Financial Services
Education
University of San Diego 1982 — 1985
BA
LPL Finanical November 2014 - Present
Wells Fargo Advisors, LLC October 2011 - October 2014
Axa Advisors April 2010 - August 2011
Signametrics 2005 - 2009
ClearPoint Financial 2003 - 2005
Skills
Retirement Planning, IRAs, Investment Strategies, Asset Allocation, Mutual Funds, Financial Advisory, Fixed Annuities, Retirement, Long Term Care Insurance
Education
The University of Montana - School of Business Administration 1999 — 2003
BA, Finance
Garfield High School
Redwood Logistics (formerly TSE) May 2009 - Present
R.H. Donnelley 2006 - 2008
Clearpoint Financial 2005 - 2006
Skills
Transportation, LTL, Freight, Truckload, 3PL, Transportation..., Trucking, Logistics, Logistics Management, Container, Operations Management, Customer Service, Shipping, Account Management, Flatbed
Education
University of Illinois at Chicago 2002 — 2006
Bachelor's Degree, Business Management, Marketing
Marquette University 2001 — 2002