Heritage Wealth Advisors
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Heritage Wealth Advisors Employees
Heritage Wealth Advisors May 2015 - June 2015
Washington Asset Management April 2004 - May 2015
WSLCB 2008 - 2015
Piper Jaffray December 2000 - January 2004
RBC Capital Markets September 1991 - December 2000
Skills
Modern Portfolio Theory, Technical Analysis, Investment Strategies, Public Speaking, Retirement Planning, Retirement Income..., Portfolio Management, Banking, Credit Management, Risk Management, Executive Compensation..., Charitable Giving, Tax Planning
Education
Western Washington University 1987 — 1990
Bachelor of Arts (B.A.), Business Administration / Finance
University of Puget Sound 1984 — 1985
Abbot Downing November 2011 - Present
DivaCFO April 2013 - Present
YMCA January 2009 - Present
Financial Literacy Commission - AICPA January 2013 - Present
AICPA 2006 - September 2012
Wells Fargo Family Wealth September 2007 - November 2011
Heritage Wealth Advisors 2005 - August 2007
Wachovia June 1996 - January 2005
Arthur Andersen June 1985 - June 1996
Skills
Financial Advisory, Estate Planning, Retirement Planning, Wealth Management..., High Net Worth..., Financial Planners, Finance, Tax, Strategic Financial..., Wealth Management, Investments, Mergers & Acquisitions, Wealth, Asset Allocation, Trusts, Income Tax, Investment Advisory, Estate Law, Management, Estate Tax Planning, Portfolio Management, Project Planning, Personal Finance, CPA, Financial Planning
Education
George Mason University 1981 — 1985
B.S., Accounting
Heritage Wealth Advisors April 2015 - Present
The Elmira Downtown Event Center July 2014 - March 2015
Ellensburg Downtown Association May 2014 - March 2015
maurices August 2013 - July 2014
Central Communication Agency June 2013 - June 2014
Central Washington University September 2011 - June 2014
Central Communication Agency March 2013 - June 2013
Walt Disney World September 2012 - January 2013
Forever 21 June 2012 - September 2012
Food Services of America October 2009 - October 2011
Skills
Event Planning, Facebook, Public Relations, Social Media, Event Management, Publicity, Public Speaking, Strategic Communications, Fundraising, Social Networking, PowerPoint, Customer Service, Microsoft Office, Social Media Marketing, Research, Sales, Press Releases, Microsoft Word, Teamwork
Education
Central Washington University 2010 — 2014
Bachelor of Arts (BA), Public Relations
KPMG LLP October 2014 - Present
KPMG July 2011 - Present
KPMG December 2009 - June 2011
KPMG June 2008 - August 2008
Heritage Wealth Advisors January 2008 - April 2008
Veris Consulting June 2007 - August 2007
Education
University of Richmond - Robins School of Business 2005 — 2009
BSBA, Accounting and Business Administration (Finance)
Medarva February 2014 - Present
OrthoVirginia 2011 - 2014
Stephanie M. Bryan, CPA 2008 - 2011
Heritage Wealth Advisors 2007 - 2008
KPMG 2001 - 2007
Skills
Accounting, Tax, Financial Reporting, CPA, Financial Accounting, General Ledger, Financial Analysis, Financial Statements, Finance, Account Reconciliation, Small Business, Payroll, Employee Benefits, Internal Controls, Management, Strategic Planning
Education
Virginia Commonwealth University 1999 — 2001
BS, Accounting
Longwood University 1997 — 1999
Powhatan 1993 — 2007
High School
Private Advisors, LLC December 2012 - Present
Heritage Wealth Advisors January 2010 - November 2012
Credit Suisse December 1995 - February 2009
Skills
Outlook, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Receptionist Duties, QuickBooks, CMBS
Education
University of Bridgeport
Accounting
Heritage Wealth Advisors January 2014 - Present
Godsey & Gibb Wealth Management May 2007 - December 2013
Wachovia Securities LLC April 2004 - April 2007
BB&T Asset Management November 2000 - April 2003
Skills
Asset Allocation, Fixed Income, Investments, Portfolio Management, Mutual Funds, Investment Strategies, Strategy, Financial Markets
Education
University of Georgia - Terry College of Business 1995 — 1998
BBA, Econoimcs
Greater Prince William Community Health Center October 2013 - August 2014
Heritage Wealth Advisors November 2012 - April 2013
Greater Hudson Valley Family Health Center March 2004 - July 2012
Skills
Microsoft Office, Customer Service, Supervisory Skills, Strategic Planning, Training, Global Human Resources..., Office Management, Office Administration
Education
Walden University 2014 — 2017
Master's degree, Marriage and Family Therapy/Counseling
Strayer University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Health/Health Care Administration/Management
Berkeley College 1986 — 1988
Associate of Science (A.S.), Business Administration and Management, General
Ernst & Young October 2012 - July 2013
Richmond Metropolitan Habitat for Humanity June 2011 - December 2011
United Virginia May 2011 - December 2011
Heritage Wealth Advisors February 2011 - April 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Financial Analysis, Auditing, Financial Reporting, Data Analysis, Accounting, Analysis, Research, Financial Accounting, Teamwork
Education
San Jose State University 2014 — 2015
Master's Degree, Master of Taxation
University of Richmond 2008 — 2012
BSBA, Accounting and Finance
Touchstorm March 2015 - Present
Elliott Davis, LLC May 2014 - February 2015
Elliott Davis, LLC February 2014 - April 2014
Heritage Wealth Advisors February 2014 - April 2014
Skills
QuickBooks, Bank Reconciliation, Tax Returns, Fixed Assets, Tax Preparation, Sales Tax, Journal Entries, Property Tax, Bookkeeping, ProSystem fx Tax, Accounting, Tax, Tax Accounting, Income Tax, Corporate Tax, Financial Statements, Preparation, Finance, Microsoft Excel, Microsoft Office
Education
Virginia Commonwealth University - School of Business 2009 — 2013
Bachelor of Science (B.S.), Accounting
University of Arizona 2010 — 2011
Dominion Resources December 2011 - Present
Heritage Wealth Advisors January 2011 - September 2011
Maymont 2007 - 2007
Education
University of Richmond - Robins School of Business 2008 — 2010
Accounting
SunTrust Bank April 2014 - Present
Heritage Wealth Advisors July 2008 - April 2014
Heritage Wealth Advisors July 2008 - May 2011
Skills
Strategic Financial..., Estate Planning, Investments, Financial Analysis, Microsoft Office, Asset Allocation, Mutual Funds, Retirement Planning, High Net Worth..., Wealth Management, Financial Modeling
Education
Clemson University 2004 — 2008
Bachelor of Science (BS), Finance
Clemson University - College of Business and Behavioral Science 2004 — 2008
Bachelor of Science (BS), Finance
Heritage Wealth Advisors November 2014 - Present
PBMares, LLP (formerly PBGH, LLP) January 2013 - November 2014
PBGH, LLP August 2004 - December 2012
KPMG August 2003 - August 2004
Skills
Accounting, ProSystem fx Tax, Tax, CPA, Tax Research, Income Tax, QuickBooks, Small Business, Tax Returns, Tax Preparation, Corporate Tax, Financial Statements, S Corporations, Fixed Assets
Education
University of Notre Dame - Mendoza College of Business 1998 — 2003
MSA, Accounting
Heritage Wealth Advisors July 2009 - Present
Heritage Wealth Advisors September 2005 - July 2009
Cary Street Partners February 2004 - September 2005
Skills
Investments, Estate Planning, Wealth Management, Asset Allocation, Investment Advisory, Retirement Planning, Asset Management, Investment Strategies, Income Tax, Financial Planning, Retirement Plans
Education
Old Dominion University 2001 — 2004
B.S.B.A., Finance
Virginia Polytechnic Institute and State University 1998 — 2000
Business Administration
The Chris Hultquist TECH/EX Soccer Clinics April 2015 - Present
Super Nova F.C. June 2014 - Present
Heritage Wealth Advisors 2004 - Present
Super Nova F.C. 1996 - 2014
Eastern Pennsylvania Olympic Development Program (ODP) 2001 - 2004
In The Net Sports Complex 2000 - 2002
Lebanon Valley College August 1999 - December 2000
Pine Hill Sports Complex 2000 - 2000
John Kowalski Star Striker Camp 1997 - 1999
Southpoint Sports Complex - Official Practice Facility for the NHL Pittsburgh Penguins 1993 - 1996
Skills
Inducted into Robert..., Wealth Management, Strategic Financial..., Estate Planning, Coaching, Investment Advisory, Asset Allocation, Sports, Leadership, Soccer, Training, Customer Service, Football
Education
Robert Morris University 1992 — 1996
Bachelor's Degree, Sports Management
SunTrust Bank July 2010 - Present
Heritage Wealth Advisors May 2008 - May 2009
US Trust, Bank of America Private Wealth Management June 2004 - May 2008
US Trust, Bank of America Private Wealth Management June 1999 - June 2004
US Trust, Bank of America Private Wealth Management June 1996 - June 1999
Skills
Wealth, Investments, Estate Planning, Risk Management, Wealth Management..., High Net Worth..., Relationship Management
Education
Denison University
Bachelor of Science, Psychology
East Aurora High School
Heritage Wealth Advisors January 2005 - Present
Capital One 1997 - 2004
Skills
Employee Relations, Benefits Administration, Succession Planning, Applicant Tracking..., Talent Acquisition, HRIS, Talent Management
Education
Strayer University (VA) 2004 — 2006
Bachelor's of Science, Business Administration
ECPI College of Technology 1999 — 2001
Associate's Degree
City College 2015 - Present
Heritage Wealth Advisors 2014 - 2015
Heritage Wealth Advisors 2014 - 2015
Nationwide Insurance March 2006 - January 2013
Skills
Public Speaking, Customer Service, Team Building, Microsoft Office, Event Planning, Leadership, Training, Marketing, Coaching, Fundraising
Education
Keller Graduate School of Management of DeVry University 2007 — 2009
Master of Business Administration (M.B.A.), Business Administration and Management, General with HR Concentration
University of Florida 1994 — 1997
Bachelor’s Degree, Human Development, Family Studies, and Related Services