Abacus Planning Group
Description
Address: 2500 Devine St, Columbia, SC 29205 Hours: Open ⋅ Closes 5PM Monday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (803) 933-0054Place name: Category: : Website: : : : : : Website: http://www.abacusplanninggroup.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Abacus Planning Group Posting publicly on the Web Write a review Reviews Be the first to review
Abacus Planning Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Abacus Planning Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Abacus Planning Group Salaries. You can even request information on how much does Abacus Planning Group pay if you want to. Learn about salaries, pros and cons of working for Abacus Planning Group directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
26 Abacus Planning Group employees in database. Find out everything there's to know about Abacus Planning Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Abacus Planning Group Employees
Employee
Years
Job
Industry
Alina Arbuthnot Alina Arbuthnot's Abacus Planning Group Experience November 2010 - July 2011
Job Associate at Burr & Forman LLP
Industry Law Practice
Experience
Burr & Forman LLP September 2014 - Present
Burr & Forman LLP May 2013 - July 2013
Scruggs and Carmichael January 2013 - March 2013
The Collins Center for Public Policy August 2012 - November 2012
Three Rivers Legal Services, Inc. June 2012 - August 2012
Abacus Planning Group November 2010 - July 2011
University of South Carolina September 2006 - May 2010
Office of the Majority Whip September 2008 - December 2008
University of South Carolina Institute of Public Service and Policy Research September 2008 - December 2008
Cold Stone Creamery September 2004 - August 2006
Skills
Customer Service, Microsoft Office, Editing, Westlaw, Event Planning, Higher Education, Leadership, Legal Issues, Legal Research, Legal Writing, Time Management, Training
Education
University of Florida - Fredric G. Levin College of Law 2011 — 2014
J.D., Estate Planning Certificate
University of South Carolina-Columbia 2006 — 2010
BA, Political Science and English
Burr & Forman LLP September 2014 - Present
Burr & Forman LLP May 2013 - July 2013
Scruggs and Carmichael January 2013 - March 2013
The Collins Center for Public Policy August 2012 - November 2012
Three Rivers Legal Services, Inc. June 2012 - August 2012
Abacus Planning Group November 2010 - July 2011
University of South Carolina September 2006 - May 2010
Office of the Majority Whip September 2008 - December 2008
University of South Carolina Institute of Public Service and Policy Research September 2008 - December 2008
Cold Stone Creamery September 2004 - August 2006
Skills
Customer Service, Microsoft Office, Editing, Westlaw, Event Planning, Higher Education, Leadership, Legal Issues, Legal Research, Legal Writing, Time Management, Training
Education
University of Florida - Fredric G. Levin College of Law 2011 — 2014
J.D., Estate Planning Certificate
University of South Carolina-Columbia 2006 — 2010
BA, Political Science and English
Amanda Dowell Amanda Dowell's Abacus Planning Group Experience 2005 - 2009
Job Project Manager
Industry Information Technology and Services
Experience
Concenter Services, LLC July 2014 - Present
Self-employed 2009 - 2014
Abacus Planning Group 2005 - 2009
Skills
Illustrator, InDesign, Graphic Design, Logo Design, Art Direction, Typography, Interaction Design, Illustration, Concept Development, Corporate Identity, Visual Communication, Posters, Concept Design
Education
Auburn University 1989 — 1993
Bachelor of Interior Design, Interior Design
Concenter Services, LLC July 2014 - Present
Self-employed 2009 - 2014
Abacus Planning Group 2005 - 2009
Skills
Illustrator, InDesign, Graphic Design, Logo Design, Art Direction, Typography, Interaction Design, Illustration, Concept Development, Corporate Identity, Visual Communication, Posters, Concept Design
Education
Auburn University 1989 — 1993
Bachelor of Interior Design, Interior Design
Eddie Kramer, CFP®, MBA Eddie Kramer, CFP®, MBA's Abacus Planning Group Experience February 2014 - Present
Job Financial Advisor at Abacus Planning Group
Industry Financial Services
Experience
Abacus Planning Group February 2014 - Present
USAA Wealth Management September 2010 - February 2014
USAA September 2009 - September 2010
Abacus Planning Group, Inc. August 2004 - September 2009
Abacus Planning Group, Inc. June 2003 - August 2003
Strategic Wealth Management January 2003 - June 2003
Gaschen, Johnston, and Barnes, LLC May 2002 - June 2003
Skills
Certified Financial..., Personal Financial..., Wealth Management, Retirement Planning, Estate Planning, Wealth Accumulation, Investment Advisory, Asset Allocation, Financial Advisory, Retirement, Time Management, Financial Planning
Education
California Lutheran University 2012 — 2015
MBA in Financial Planning, Business Administration and Management, General
Texas Tech University 2000 — 2004
B.S., Personal Financial Planning
Fredericksburg High School 1996 — 2000
Abacus Planning Group February 2014 - Present
USAA Wealth Management September 2010 - February 2014
USAA September 2009 - September 2010
Abacus Planning Group, Inc. August 2004 - September 2009
Abacus Planning Group, Inc. June 2003 - August 2003
Strategic Wealth Management January 2003 - June 2003
Gaschen, Johnston, and Barnes, LLC May 2002 - June 2003
Skills
Certified Financial..., Personal Financial..., Wealth Management, Retirement Planning, Estate Planning, Wealth Accumulation, Investment Advisory, Asset Allocation, Financial Advisory, Retirement, Time Management, Financial Planning
Education
California Lutheran University 2012 — 2015
MBA in Financial Planning, Business Administration and Management, General
Texas Tech University 2000 — 2004
B.S., Personal Financial Planning
Fredericksburg High School 1996 — 2000
Corrie Heinzelmann Corrie Heinzelmann's Abacus Planning Group Experience 2012 - 2013
Job Staff Accountant Audit at LBMC
Industry Accounting
Experience
LBMC August 2015 - Present
Crowe Horwath LLP January 2015 - March 2015
Accelerator Summer Business Institute June 2013 - June 2013
Abacus Planning Group 2012 - 2013
Skills
Teamwork, Project Management, Time Management, Financial Analysis, Team Leadership, Microsoft Office, Public Speaking, Wealth Management..., International Business, Worldwide Travel, Microsoft Project, Bloomberg Certified, VITA, Conversational French, Marketing, Social Networking
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Master's Degree, Accountancy - Audit
Furman University 2010 — 2014
B.A., Magna Cum Laude, Business Administration
College of Charleston
Intermediate Financial Accounting II
University of Virginia - Semester at Sea
International Business
LBMC August 2015 - Present
Crowe Horwath LLP January 2015 - March 2015
Accelerator Summer Business Institute June 2013 - June 2013
Abacus Planning Group 2012 - 2013
Skills
Teamwork, Project Management, Time Management, Financial Analysis, Team Leadership, Microsoft Office, Public Speaking, Wealth Management..., International Business, Worldwide Travel, Microsoft Project, Bloomberg Certified, VITA, Conversational French, Marketing, Social Networking
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Master's Degree, Accountancy - Audit
Furman University 2010 — 2014
B.A., Magna Cum Laude, Business Administration
College of Charleston
Intermediate Financial Accounting II
University of Virginia - Semester at Sea
International Business
Daria Ali Daria Ali's Abacus Planning Group Experience August 2014 - Present
Job Client Service Administrator at Abacus Planning Group
Industry Financial Services
Experience
Abacus Planning Group August 2014 - Present
Chick-fil-A Restaurants December 2007 - August 2014
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Time Management, PowerPoint, Social Media, Public Speaking, Leadership, Event Planning, Event Management, Leadership Development, Teamwork
Education
Penza State University 2003 — 2009
Master's degree, Public Relations/Image Management
Abacus Planning Group August 2014 - Present
Chick-fil-A Restaurants December 2007 - August 2014
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Time Management, PowerPoint, Social Media, Public Speaking, Leadership, Event Planning, Event Management, Leadership Development, Teamwork
Education
Penza State University 2003 — 2009
Master's degree, Public Relations/Image Management
Angel Marvin, CPA, PFS Angel Marvin, CPA, PFS's Abacus Planning Group Experience September 2007 - February 2015
Job Financial Advisor at Abacus Planning Group
Industry Financial Services
Experience
Abacus Planning Group September 2007 - February 2015
Grant Thornton LLP 2002 - 2007
Skills
CPA, Income Tax, Financial Planning, Accounting, Corporate Tax, Tax
Education
University of South Carolina-Columbia
Master of Taxation
Abacus Planning Group September 2007 - February 2015
Grant Thornton LLP 2002 - 2007
Skills
CPA, Income Tax, Financial Planning, Accounting, Corporate Tax, Tax
Education
University of South Carolina-Columbia
Master of Taxation
Cheryl Holland, CFP ® Cheryl Holland, CFP ®'s Abacus Planning Group Experience March 1998 - Present
Job Owner, Abacus Planning Group
Industry Financial Services
Experience
Abacus Planning Group March 1998 - Present
Skills
Estate Planning, Retirement Planning, Strategic Financial..., Investments, Wealth Management, Finance, Investment Advisory, Asset Management, Financial Advisory, Public Speaking, Portfolio Management, Asset Allocation, Retirement, Financial Services, Risk Management, Financial Planning, Financial Markets, Small Business..., Valuation
Education
Bryn Mawr College 1976 — 1980
Irmo High School
Abacus Planning Group March 1998 - Present
Skills
Estate Planning, Retirement Planning, Strategic Financial..., Investments, Wealth Management, Finance, Investment Advisory, Asset Management, Financial Advisory, Public Speaking, Portfolio Management, Asset Allocation, Retirement, Financial Services, Risk Management, Financial Planning, Financial Markets, Small Business..., Valuation
Education
Bryn Mawr College 1976 — 1980
Irmo High School
Flowers Charles Flowers Charles's Abacus Planning Group Experience 2001 - Present
Job analyst at Abacus Planning Group
Industry Financial Services
Experience
Abacus Planning Group 2001 - Present
Education
Sewanee-The University of the South 1997 — 2001
Economics
Abacus Planning Group 2001 - Present
Education
Sewanee-The University of the South 1997 — 2001
Economics
Patti Watson, RP® Patti Watson, RP®'s Abacus Planning Group Experience May 2008 - Present
Job Client Services at Abacus Planning Group
Industry Financial Services
Experience
Abacus Planning Group May 2008 - Present
Anchor Continental 1973 - 1993
Skills
Financial Planners, Retirement Planning, Financial Modeling, Wealth Management, Microsoft Excel, PowerPoint, Estate Planning, Customer Service, Microsoft Word, Data Analysis, Strategic Financial..., Investment Management, Investments, Accounting
Education
Midlands Technical College 2004 — 2008
Associate of Arts, Accounting, Business Management
Abacus Planning Group May 2008 - Present
Anchor Continental 1973 - 1993
Skills
Financial Planners, Retirement Planning, Financial Modeling, Wealth Management, Microsoft Excel, PowerPoint, Estate Planning, Customer Service, Microsoft Word, Data Analysis, Strategic Financial..., Investment Management, Investments, Accounting
Education
Midlands Technical College 2004 — 2008
Associate of Arts, Accounting, Business Management
Thomas Williams, MS Thomas Williams, MS's Abacus Planning Group Experience June 2008 - August 2008
Job Tax & Retirement Specialist at E*Trade Financial
Industry Financial Services
Experience
E*TRADE Financial December 2013 - Present
Volunteer Income Tax Assistance January 2014 - April 2014
E*TRADE Financial May 2013 - December 2013
University of Georgia August 2011 - December 2012
Aspire Clinic June 2011 - December 2012
Abacus Planning Group June 2008 - August 2008
Freedom First Federal Credit Union March 2007 - March 2008
Skills
Finance, Strategic Financial..., Financial Services, Microsoft Excel, Personal Finance, Investments, Public Speaking, Financial Advisory, Insurance, Teaching, Customer Service, PowerPoint, Financial Analysis, Microsoft Word, Leadership, Tax Preparation, Tax, Time Management, Research, Budgets, Estate Planning, Financial Counseling, Credit Analysis, Highly Personable, Higher Education, Data Analysis, Student Affairs, Retirement, Comprehensive Planning, Debt Management, Statistics, Analysis, Financial Modeling, Personal Budgeting, Personal Tax Planning, Retirement Planning, Benefits Analysis, Communication Skills, Mentoring, Microsoft PowerPoint, SPSS, Financial Accounting, Community Outreach, Loans, Access, Nonprofits, Cash Flow, Personal Financial..., Series 7
Education
The University of Georgia 2010 — 2012
M.S., Housing and Consumer Economics - Major: Financial Planning
Virginia Polytechnic Institute and State University 2002 — 2008
B.S., Agriculture and Applied Economics - Major: Personal Financial Planning
Virginia Polytechnic Institute and State University - Pamplin College of Business 2002 — 2008
B.S., Management - Human Resources
E*TRADE Financial December 2013 - Present
Volunteer Income Tax Assistance January 2014 - April 2014
E*TRADE Financial May 2013 - December 2013
University of Georgia August 2011 - December 2012
Aspire Clinic June 2011 - December 2012
Abacus Planning Group June 2008 - August 2008
Freedom First Federal Credit Union March 2007 - March 2008
Skills
Finance, Strategic Financial..., Financial Services, Microsoft Excel, Personal Finance, Investments, Public Speaking, Financial Advisory, Insurance, Teaching, Customer Service, PowerPoint, Financial Analysis, Microsoft Word, Leadership, Tax Preparation, Tax, Time Management, Research, Budgets, Estate Planning, Financial Counseling, Credit Analysis, Highly Personable, Higher Education, Data Analysis, Student Affairs, Retirement, Comprehensive Planning, Debt Management, Statistics, Analysis, Financial Modeling, Personal Budgeting, Personal Tax Planning, Retirement Planning, Benefits Analysis, Communication Skills, Mentoring, Microsoft PowerPoint, SPSS, Financial Accounting, Community Outreach, Loans, Access, Nonprofits, Cash Flow, Personal Financial..., Series 7
Education
The University of Georgia 2010 — 2012
M.S., Housing and Consumer Economics - Major: Financial Planning
Virginia Polytechnic Institute and State University 2002 — 2008
B.S., Agriculture and Applied Economics - Major: Personal Financial Planning
Virginia Polytechnic Institute and State University - Pamplin College of Business 2002 — 2008
B.S., Management - Human Resources
Genia Holland Genia Holland's Abacus Planning Group Experience August 2011 - Present
Job Administrative Assistant at Abacus Planning Group
Industry Financial Services
Experience
Abacus Planning Group August 2011 - Present
Education
Columbia College (SC) 2013 — 2015
Speech-Language Pathology/Pathologist
Midlands Technical College 2011 — 2013
Abacus Planning Group August 2011 - Present
Education
Columbia College (SC) 2013 — 2015
Speech-Language Pathology/Pathologist
Midlands Technical College 2011 — 2013
Suzanna Stenbeck Suzanna Stenbeck's Abacus Planning Group Experience October 2007 - Present
Job Abacus Planning Group
Industry Financial Services
Experience
Abacus Planning Group October 2007 - Present
University of South Carolina January 2004 - December 2007
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel
Education
University of South Carolina-Columbia 2003 — 2007
Bachelor of Arts, French
Baltimore School for the Arts 1999 — 2002
Abacus Planning Group October 2007 - Present
University of South Carolina January 2004 - December 2007
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel
Education
University of South Carolina-Columbia 2003 — 2007
Bachelor of Arts, French
Baltimore School for the Arts 1999 — 2002
Andrew Jones, CFP® Andrew Jones, CFP®'s Abacus Planning Group Experience January 2007 - April 2013
Job Financial Advisor at Verity Investment Partners
Industry Financial Services
Experience
Verity Investment Partners May 2013 - Present
Abacus Planning Group January 2007 - April 2013
Skills
Investment management, Retirement planning, Cash flow planning, Financial modeling, Insurance planning, Estate planning
Education
Clemson University 2002 — 2006
BS, Financial Management
Verity Investment Partners May 2013 - Present
Abacus Planning Group January 2007 - April 2013
Skills
Investment management, Retirement planning, Cash flow planning, Financial modeling, Insurance planning, Estate planning
Education
Clemson University 2002 — 2006
BS, Financial Management
Michael Tensley Michael Tensley's Abacus Planning Group Experience May 2011 - August 2011
Job Customer Business Manager Delhaize America at Acosta Sales & Marketing
Industry Consumer Goods
Experience
Management Leadership for Tomorrow (MLT) March 2015 - Present
Acosta Sales & Marketing June 2014 - Present
Acosta Sales & Marketing June 2012 - June 2014
Appalachian Development Corporation September 2011 - April 2012
Abacus Planning Group May 2011 - August 2011
U.S. Mission to the European Union August 2010 - December 2010
Skills
Market Research, Market Analysis, Pricing, Data Analysis, Marketing Strategy, Analytics, Problem Solving, Strategic Planning, Team Leadership, PowerPoint, Microsoft Excel, Social Media Marketing, Analysis, Management, AC Nielsen, IRI, Consumer Products, Leadership Development, Sales, Human Resources, Retail, Leadership, Marketing, Finance, Competitive Analysis, Project Planning, Time Management
Education
Furman University 2008 — 2012
Bachelor of Arts (B.A.), Business Administration, Cum Laude
Vesalius College 2010 — 2010
Business Administration and Management, General
Ridge View High School 2004 — 2008
Management Leadership for Tomorrow (MLT) March 2015 - Present
Acosta Sales & Marketing June 2014 - Present
Acosta Sales & Marketing June 2012 - June 2014
Appalachian Development Corporation September 2011 - April 2012
Abacus Planning Group May 2011 - August 2011
U.S. Mission to the European Union August 2010 - December 2010
Skills
Market Research, Market Analysis, Pricing, Data Analysis, Marketing Strategy, Analytics, Problem Solving, Strategic Planning, Team Leadership, PowerPoint, Microsoft Excel, Social Media Marketing, Analysis, Management, AC Nielsen, IRI, Consumer Products, Leadership Development, Sales, Human Resources, Retail, Leadership, Marketing, Finance, Competitive Analysis, Project Planning, Time Management
Education
Furman University 2008 — 2012
Bachelor of Arts (B.A.), Business Administration, Cum Laude
Vesalius College 2010 — 2010
Business Administration and Management, General
Ridge View High School 2004 — 2008
Aaron E. Graham, CFP ® Aaron E. Graham, CFP ®'s Abacus Planning Group Experience July 2013 - Present
Job Financial Advisor at Abacus Planning Group
Industry Financial Services
Experience
Abacus Planning Group July 2013 - Present
Parker, Hunter, Skipper LLC CPA’s February 2012 - July 2013
US House of Representatives January 2008 - January 2011
Mike Huckabee for President, Inc September 2007 - December 2007
Office of US Congressman Henry Brown January 2007 - August 2007
Citigroup Technology Infrastructure July 2006 - December 2006
Horry Telephone Cooperative January 2005 - August 2005
Skills
Financial Planning, Estate Planning, Tax Preparation, Personal Budgeting, Business Analysis, Project Management, Microsoft Office, Leadership
Education
Coastal Carolina University 2004 — 2007
Bachelor of Science (B.S.), Business Administration - Finance, 3.7
College for Financial Planning 2008 — 2011
Financial Planning
University of South Carolina 2003 — 2004
Science and Mathematics; Biology, 3.3
Abacus Planning Group July 2013 - Present
Parker, Hunter, Skipper LLC CPA’s February 2012 - July 2013
US House of Representatives January 2008 - January 2011
Mike Huckabee for President, Inc September 2007 - December 2007
Office of US Congressman Henry Brown January 2007 - August 2007
Citigroup Technology Infrastructure July 2006 - December 2006
Horry Telephone Cooperative January 2005 - August 2005
Skills
Financial Planning, Estate Planning, Tax Preparation, Personal Budgeting, Business Analysis, Project Management, Microsoft Office, Leadership
Education
Coastal Carolina University 2004 — 2007
Bachelor of Science (B.S.), Business Administration - Finance, 3.7
College for Financial Planning 2008 — 2011
Financial Planning
University of South Carolina 2003 — 2004
Science and Mathematics; Biology, 3.3
Tong Wu Tong Wu's Abacus Planning Group Experience May 2010 - August 2010
Job Research Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
J.P. Morgan May 2013 - August 2013
Milestone Partners January 2012 - March 2012
Bryn Mawr College May 2011 - December 2011
Shanghai Media Group December 2010 - January 2011
Abacus Planning Group May 2010 - August 2010
Industrial and Commercial Bank of China June 2009 - August 2009
Skills
Data Analysis, Statistics, R, Quantitative Analytics, Economics, Microsoft Office, Microsoft Excel, Mandarin, Financial Modeling
Education
Princeton University 2012 — 2014
Master's Degree, Finance, General
Bryn Mawr College 2008 — 2011
B.A., Mathematics
SFLS
J.P. Morgan July 2014 - Present
J.P. Morgan May 2013 - August 2013
Milestone Partners January 2012 - March 2012
Bryn Mawr College May 2011 - December 2011
Shanghai Media Group December 2010 - January 2011
Abacus Planning Group May 2010 - August 2010
Industrial and Commercial Bank of China June 2009 - August 2009
Skills
Data Analysis, Statistics, R, Quantitative Analytics, Economics, Microsoft Office, Microsoft Excel, Mandarin, Financial Modeling
Education
Princeton University 2012 — 2014
Master's Degree, Finance, General
Bryn Mawr College 2008 — 2011
B.A., Mathematics
SFLS
Hannah Quackenbush Hannah Quackenbush's Abacus Planning Group Experience May 2009 - August 2014
Job Student at Scripps College
Industry Financial Services
Experience
Abacus Planning Group May 2009 - August 2014
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Outlook
Education
Scripps College 2014 — 2018
Heathwood Hall 2012 — 2013
High School
Dreher 2009 — 2012
High School
Abacus Planning Group May 2009 - August 2014
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Outlook
Education
Scripps College 2014 — 2018
Heathwood Hall 2012 — 2013
High School
Dreher 2009 — 2012
High School
Lauren Sribnick Fell, CPA Lauren Sribnick Fell, CPA's Abacus Planning Group Experience May 2010 - May 2011
Job Tax Senior Associate | PwC
Industry Accounting
Experience
PricewaterhouseCoopers LLP July 2015 - Present
PricewaterhouseCoopers LLP September 2013 - Present
Elliott Davis, LLC June 2012 - July 2012
Elliott Davis, LLC June 2011 - July 2011
Abacus Planning Group May 2010 - May 2011
Furman University August 2010 - April 2011
Furman University June 2009 - April 2011
South Carolina Department of Education May 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Research, Microsoft Word, Data Analysis, Accounting, Economics, Microsoft Access, CCH Intelliconnect
Education
The University of Texas at Austin 2012 — 2013
MPA, Taxation; Financial Reporting & Assurance
Furman University 2008 — 2012
BA, Accounting, Economics, 3.62
PricewaterhouseCoopers LLP July 2015 - Present
PricewaterhouseCoopers LLP September 2013 - Present
Elliott Davis, LLC June 2012 - July 2012
Elliott Davis, LLC June 2011 - July 2011
Abacus Planning Group May 2010 - May 2011
Furman University August 2010 - April 2011
Furman University June 2009 - April 2011
South Carolina Department of Education May 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Research, Microsoft Word, Data Analysis, Accounting, Economics, Microsoft Access, CCH Intelliconnect
Education
The University of Texas at Austin 2012 — 2013
MPA, Taxation; Financial Reporting & Assurance
Furman University 2008 — 2012
BA, Accounting, Economics, 3.62
Siyue (Kathy) Guo Siyue (Kathy) Guo's Abacus Planning Group Experience May 2012 - July 2012
Job Financial Management Analyst at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald July 2014 - Present
Changjiang Securities Company Limited June 2013 - August 2013
Bryn Mawr College Admission Office January 2013 - May 2013
Abacus Planning Group May 2012 - July 2012
Bryn Mawr College January 2012 - April 2012
Chen Dance Center January 2012 - January 2012
Bryn Mawr College September 2011 - December 2011
New Oriental Education & Technology Group (NYSE:EDU) August 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Leadership, Teamwork, Communication Skills, Stata, Economics, Financial Analysis, Chinese, Organization &..., Highly Detailed, Mathematica, Econometrics, Macroeconomics, SPSS, Mac OS, iPhoto, Travel Planning, Adviceflow, Worldox, Research, Prezi, iMovie, Communication, Data Analysis, Public Speaking, Microsoft Office, Finance
Education
Bryn Mawr College 2010 — 2014
Bachelor of Arts (B.A.), Economics, Mathematics, Magna Cum Laude
University of Pennsylvania - The Wharton School 2013 — 2013
Corporate Finance
University College London, U. of London 2012 — 2013
Junior Year Abroad, International Relations and Affairs
Haverford College 2010 — 2014
Wuhan Foreign Languages School 2004 — 2010
Junior & Senior High School
Cantor Fitzgerald July 2014 - Present
Changjiang Securities Company Limited June 2013 - August 2013
Bryn Mawr College Admission Office January 2013 - May 2013
Abacus Planning Group May 2012 - July 2012
Bryn Mawr College January 2012 - April 2012
Chen Dance Center January 2012 - January 2012
Bryn Mawr College September 2011 - December 2011
New Oriental Education & Technology Group (NYSE:EDU) August 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Leadership, Teamwork, Communication Skills, Stata, Economics, Financial Analysis, Chinese, Organization &..., Highly Detailed, Mathematica, Econometrics, Macroeconomics, SPSS, Mac OS, iPhoto, Travel Planning, Adviceflow, Worldox, Research, Prezi, iMovie, Communication, Data Analysis, Public Speaking, Microsoft Office, Finance
Education
Bryn Mawr College 2010 — 2014
Bachelor of Arts (B.A.), Economics, Mathematics, Magna Cum Laude
University of Pennsylvania - The Wharton School 2013 — 2013
Corporate Finance
University College London, U. of London 2012 — 2013
Junior Year Abroad, International Relations and Affairs
Haverford College 2010 — 2014
Wuhan Foreign Languages School 2004 — 2010
Junior & Senior High School
Erin Letts, RP® Erin Letts, RP®'s Abacus Planning Group Experience May 2013 - Present
Job Client Service Administrator at Abacus Planning Group
Industry Financial Services
Experience
Abacus Planning Group May 2013 - Present
Education
University of South Carolina-Columbia 2005 — 2010
Journalism and Mass Communication
Manlius Pebble Hill
Abacus Planning Group May 2013 - Present
Education
University of South Carolina-Columbia 2005 — 2010
Journalism and Mass Communication
Manlius Pebble Hill
Bethany Griffith, CFP®, EA Bethany Griffith, CFP®, EA's Abacus Planning Group Experience August 2007 - Present
Job at Abacus Planning Group
Industry Financial Services
Experience
Abacus Planning Group August 2007 - Present
United Saints Recovery Project June 2010 - August 2010
Chesapeake Investment Management May 2008 - August 2008
Naval Research Laboratory May 2007 - August 2007
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Income Tax, Estate Planning, Financial Analysis, Investments, Financial Planners, Financial Modeling, Insurance, Microsoft Office
Education
University of South Carolina - Darla Moore School of Business 2006 — 2010
Bachelor of Science, Economics and Finance
Florida State University 2010 — 2011
Certificate in Financial Planning
Abacus Planning Group August 2007 - Present
United Saints Recovery Project June 2010 - August 2010
Chesapeake Investment Management May 2008 - August 2008
Naval Research Laboratory May 2007 - August 2007
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Income Tax, Estate Planning, Financial Analysis, Investments, Financial Planners, Financial Modeling, Insurance, Microsoft Office
Education
University of South Carolina - Darla Moore School of Business 2006 — 2010
Bachelor of Science, Economics and Finance
Florida State University 2010 — 2011
Certificate in Financial Planning
Justin Choma Justin Choma's Abacus Planning Group Experience June 2013 - April 2015
Job Finance Research Assistant at The Moore School of Business
Industry Investment Management
Experience
Ford credit July 2015 - Present
South Carolina United Football Club August 2012 - Present
United States Soccer Federation September 2004 - Present
Hammond School February 2015 - May 2015
Abacus Planning Group June 2013 - April 2015
The Moore School of Business April 2013 - May 2014
The Moore School of Business January 2011 - April 2013
BeManaged May 2012 - August 2012
University of South Carolina August 2011 - May 2012
Skills
PowerPoint, Microsoft Excel, Research, Public Speaking, Event Planning, Microsoft Office, Time Management, Customer Service, Fundraising, Microsoft Word, Leadership, Teaching, Morningstar Office, Salesforce.com, Portfolio Management, Financial Modeling, Investment Research, Schwab Portfolio Center, Worldox, Finance, Investments, Economics, Excel VBA, Data Analysis
Education
University of South Carolina-Columbia 2010 — 2014
Bachelor of Science (B.S.), Investment Finance
Ford credit July 2015 - Present
South Carolina United Football Club August 2012 - Present
United States Soccer Federation September 2004 - Present
Hammond School February 2015 - May 2015
Abacus Planning Group June 2013 - April 2015
The Moore School of Business April 2013 - May 2014
The Moore School of Business January 2011 - April 2013
BeManaged May 2012 - August 2012
University of South Carolina August 2011 - May 2012
Skills
PowerPoint, Microsoft Excel, Research, Public Speaking, Event Planning, Microsoft Office, Time Management, Customer Service, Fundraising, Microsoft Word, Leadership, Teaching, Morningstar Office, Salesforce.com, Portfolio Management, Financial Modeling, Investment Research, Schwab Portfolio Center, Worldox, Finance, Investments, Economics, Excel VBA, Data Analysis
Education
University of South Carolina-Columbia 2010 — 2014
Bachelor of Science (B.S.), Investment Finance
Corinne S. Hanna, CFP® Corinne S. Hanna, CFP®'s Abacus Planning Group Experience August 2011 - Present
Job Financial Planner at Abacus Planning Group
Industry Financial Services
Experience
Abacus Planning Group August 2011 - Present
Core Advisors, Ltd March 2011 - August 2011
Education
Cornell University 2006 — 2010
M.S., Mathematics
University of South Carolina-Columbia 2001 — 2006
B.S., Mathematics
CFP education program - Midlands Tech
CFP education program - Midlands Tech
CFP education program - Midlands Tech
Abacus Planning Group August 2011 - Present
Core Advisors, Ltd March 2011 - August 2011
Education
Cornell University 2006 — 2010
M.S., Mathematics
University of South Carolina-Columbia 2001 — 2006
B.S., Mathematics
CFP education program - Midlands Tech
CFP education program - Midlands Tech
CFP education program - Midlands Tech
Matt Bartch Matt Bartch's Abacus Planning Group Experience May 2008 - December 2008
Job DC Specialist at BlackRock
Industry Investment Management
Experience
BlackRock May 2015 - Present
PIMCO July 2013 - May 2015
PIMCO September 2012 - July 2013
PIMCO March 2011 - September 2012
Goldman Sachs October 2009 - March 2011
WHM Capital Advisors January 2009 - November 2009
Abacus Planning Group May 2008 - December 2008
Sevilla Futbol Club May 2007 - August 2007
UPS May 2006 - August 2006
Education
University of South Carolina-Columbia 2005 — 2009
Bachelor of Science (BS), International Business
BlackRock May 2015 - Present
PIMCO July 2013 - May 2015
PIMCO September 2012 - July 2013
PIMCO March 2011 - September 2012
Goldman Sachs October 2009 - March 2011
WHM Capital Advisors January 2009 - November 2009
Abacus Planning Group May 2008 - December 2008
Sevilla Futbol Club May 2007 - August 2007
UPS May 2006 - August 2006
Education
University of South Carolina-Columbia 2005 — 2009
Bachelor of Science (BS), International Business
Stephen (Scotty) Scott Stephen (Scotty) Scott's Abacus Planning Group Experience June 2011 - Present
Job Portfolio Manager/Administrator at Abacus Planning Group
Industry Financial Services
Experience
Abacus Planning Group June 2011 - Present
Stearns Financial Services Group August 2004 - June 2011
Merrill Lynch August 2002 - December 2002
Education
Quincy University 2003 — 2004
MBA, Business
University of Manchester - Institute of Science and Technology 2001 — 2002
International Exchange Student
University of North Carolina at Greensboro 1998 — 2002
BS, Business Administration
Abacus Planning Group June 2011 - Present
Stearns Financial Services Group August 2004 - June 2011
Merrill Lynch August 2002 - December 2002
Education
Quincy University 2003 — 2004
MBA, Business
University of Manchester - Institute of Science and Technology 2001 — 2002
International Exchange Student
University of North Carolina at Greensboro 1998 — 2002
BS, Business Administration
Bart Valley, M.Ed., Ed.S., NCC's Abacus Planning Group Experience October 2002 - October 2010
Job Therapist at Carolina Family Services
Industry Mental Health Care
Experience
Carolina Family Services January 2013 - Present
Abacus Planning Group October 2002 - October 2010
CAPTRUST December 1998 - June 2002
J.E. Wilson Advisors September 1994 - July 1998
Education
Clemson University 2012 — 2013
Master of Education (M.Ed.), Clinical Mental Health Counseling
Clemson University 2012 — 2013
Education Specialist (Ed.S.), Clinical Mental Health Counseling
Cornell University 1990 — 1994
Bachelor of Arts (B.A.), Economics
Martinsville High School 1986 — 1990
Carolina Family Services January 2013 - Present
Abacus Planning Group October 2002 - October 2010
CAPTRUST December 1998 - June 2002
J.E. Wilson Advisors September 1994 - July 1998
Education
Clemson University 2012 — 2013
Master of Education (M.Ed.), Clinical Mental Health Counseling
Clemson University 2012 — 2013
Education Specialist (Ed.S.), Clinical Mental Health Counseling
Cornell University 1990 — 1994
Bachelor of Arts (B.A.), Economics
Martinsville High School 1986 — 1990