BAM Advisor Services
Industry: Company
DescriptionFounded: 1997 Parent organization: The Buckingham Family of Financial Services Subsidiary: Wealth Management Group
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BAM Advisor Services Employees
Employee
Years
Job
Industry
Sandra Kim Sandra Kim's BAM Advisor Services Experience March 2014 - Present
Job Client Service Specialist at BAM Advisor Services
Industry Investment Management
Experience
BAM Advisor Services March 2014 - Present
BAM Advisor Services April 2013 - March 2014
Extra Help Inc. July 2012 - March 2013
Fleishman-Hillard August 2011 - July 2012
SIUE April 2011 - May 2012
Oriental Spoon February 2011 - October 2011
CBS Radio May 2011 - August 2011
Skills
PowerPoint, Excel, Sourcing, Interviewing, Boolean Search, Outlook, Internet Research, Job Posting, Recruiting, Microsoft Excel, Interviews, Employee Relations, Applicant Tracking..., Personnel Management, Human Resources, Time Management, Online Research, Temporary Staffing, Talent Management, Training, Employee Benefits, Search Engines, Job Descriptions, Temporary Placement, Payroll, New Hire Orientations, College Recruiting, Job Fairs, CRM
Education
Southern Illinois University, Edwardsville 2008 — 2012
B.S.B.A., Human Resource Management
BAM Advisor Services March 2014 - Present
BAM Advisor Services April 2013 - March 2014
Extra Help Inc. July 2012 - March 2013
Fleishman-Hillard August 2011 - July 2012
SIUE April 2011 - May 2012
Oriental Spoon February 2011 - October 2011
CBS Radio May 2011 - August 2011
Skills
PowerPoint, Excel, Sourcing, Interviewing, Boolean Search, Outlook, Internet Research, Job Posting, Recruiting, Microsoft Excel, Interviews, Employee Relations, Applicant Tracking..., Personnel Management, Human Resources, Time Management, Online Research, Temporary Staffing, Talent Management, Training, Employee Benefits, Search Engines, Job Descriptions, Temporary Placement, Payroll, New Hire Orientations, College Recruiting, Job Fairs, CRM
Education
Southern Illinois University, Edwardsville 2008 — 2012
B.S.B.A., Human Resource Management
Anna Beasley Anna Beasley's BAM Advisor Services Experience November 2011 - Present
Job Benefits Specialist at Buckingham Family of Financial Services and BAM Advisors
Industry Financial Services
Experience
Buckingham Family of Financial Services November 2011 - Present
BAM Advisor Services November 2011 - Present
Suite101.com 2010 - January 2013
Demand Media February 2011 - November 2011
Lindenwood University January 2011 - September 2011
Geneva Woods Health Care Services August 2009 - May 2010
KTVI 2009 - 2009
Skills
Editing, Proofreading, Human Resources, Newsletters, Interviews, Leadership, Social Media, Public Relations, Facebook, Social Networking, New Hire Orientations, Public Speaking, Event Planning, Research, Microsoft Office, Blogging, Creative Writing
Education
Lindenwood University 2010 — 2011
Master of Science, Human Resources Management
Southern Illinois University, Edwardsville 2005 — 2009
BA, Mass Communications
Buckingham Family of Financial Services November 2011 - Present
BAM Advisor Services November 2011 - Present
Suite101.com 2010 - January 2013
Demand Media February 2011 - November 2011
Lindenwood University January 2011 - September 2011
Geneva Woods Health Care Services August 2009 - May 2010
KTVI 2009 - 2009
Skills
Editing, Proofreading, Human Resources, Newsletters, Interviews, Leadership, Social Media, Public Relations, Facebook, Social Networking, New Hire Orientations, Public Speaking, Event Planning, Research, Microsoft Office, Blogging, Creative Writing
Education
Lindenwood University 2010 — 2011
Master of Science, Human Resources Management
Southern Illinois University, Edwardsville 2005 — 2009
BA, Mass Communications
Amy Burdge Amy Burdge's BAM Advisor Services Experience July 2014 - July 2015
Job Client Development Manager at The Buckingham Family of Financial Services
Industry Financial Services
Experience
Buckingham Family of Financial Services July 2014 - Present
Eat It, St. Louis! March 2011 - Present
BAM Advisor Services July 2014 - July 2015
Ready & Willing, Inc. March 2014 - September 2014
Freelance Projects August 2010 - July 2014
Emerson January 2014 - June 2014
FEAST Magazine June 2011 - July 2013
St. Louis Homes & Lifestyles Magazine April 2012 - July 2012
Missouri Lawyers Media January 2008 - July 2010
St. Louis Magazine February 2005 - January 2008
Skills
Client Relationship..., Cross-functional Team..., Strategic Planning, Social Media Marketing, Marketing Communications, Budget Management, Event Planning, Publications, Event Management, Staff Development, Marketing Strategy, Presentation Development, Negotiating Contracts, Blogging, Social Media, Publishing, Facebook, Magazines, CRM, Marketing, Copy Editing, B2B, Proofreading, Editing, Copywriting, Web Content, Budgets, Advertising, Editorial, Strategy, Newsletters, Email Marketing, Digital Media, Storytelling, Fundraising, Press Releases, Market Research, Public Speaking, Media Relations, Trade Shows, Online Marketing, Newspapers, Direct Mail, Management, Strategic Communications, Content Development, Publicity, Integrated Marketing, Content Strategy, Digital Marketing
Education
James Madison University
BA
The American College
Chartered Life Underwriter (CLU)
Buckingham Family of Financial Services July 2014 - Present
Eat It, St. Louis! March 2011 - Present
BAM Advisor Services July 2014 - July 2015
Ready & Willing, Inc. March 2014 - September 2014
Freelance Projects August 2010 - July 2014
Emerson January 2014 - June 2014
FEAST Magazine June 2011 - July 2013
St. Louis Homes & Lifestyles Magazine April 2012 - July 2012
Missouri Lawyers Media January 2008 - July 2010
St. Louis Magazine February 2005 - January 2008
Skills
Client Relationship..., Cross-functional Team..., Strategic Planning, Social Media Marketing, Marketing Communications, Budget Management, Event Planning, Publications, Event Management, Staff Development, Marketing Strategy, Presentation Development, Negotiating Contracts, Blogging, Social Media, Publishing, Facebook, Magazines, CRM, Marketing, Copy Editing, B2B, Proofreading, Editing, Copywriting, Web Content, Budgets, Advertising, Editorial, Strategy, Newsletters, Email Marketing, Digital Media, Storytelling, Fundraising, Press Releases, Market Research, Public Speaking, Media Relations, Trade Shows, Online Marketing, Newspapers, Direct Mail, Management, Strategic Communications, Content Development, Publicity, Integrated Marketing, Content Strategy, Digital Marketing
Education
James Madison University
BA
The American College
Chartered Life Underwriter (CLU)
Hannah Urban Hannah Urban's BAM Advisor Services Experience January 2015 - May 2015
Job Recruiting at Citadel LLC
Industry Human Resources
Experience
Citadel LLC May 2015 - Present
BAM Advisor Services January 2015 - May 2015
BAM Advisor Services November 2013 - January 2015
BAM Advisor Services August 2013 - November 2013
Education
Saint Louis University 2009 — 2013
Bachelor of Science in Business Administration, Economics, with a Supporting Area in Accounting
Regis Jesuit High School 2005 — 2009
Citadel LLC May 2015 - Present
BAM Advisor Services January 2015 - May 2015
BAM Advisor Services November 2013 - January 2015
BAM Advisor Services August 2013 - November 2013
Education
Saint Louis University 2009 — 2013
Bachelor of Science in Business Administration, Economics, with a Supporting Area in Accounting
Regis Jesuit High School 2005 — 2009
Ernest Clark, CPA/PFS Ernest Clark, CPA/PFS's BAM Advisor Services Experience January 2007 - Present
Job Director of Client Growth Strategies BAM Advisor Services
Industry Investment Management
Experience
BAM Advisor Services January 2007 - Present
Buckingham Asset Management January 2007 - Present
Jackson Thornton Asset Management July 1974 - December 2006
Education
Auburn University 1970 — 1974
BS, Accounting
BAM Advisor Services January 2007 - Present
Buckingham Asset Management January 2007 - Present
Jackson Thornton Asset Management July 1974 - December 2006
Education
Auburn University 1970 — 1974
BS, Accounting
Christina Candelario Christina Candelario's BAM Advisor Services Experience April 2011 - March 2015
Job Client Account Manager at Kaspick & Company
Industry Financial Services
Experience
Kaspick & Company March 2015 - Present
BAM Advisor Services April 2011 - March 2015
Bank of America May 2010 - December 2010
Bank of America January 2007 - May 2010
Bank of America 2003 - 2010
Skills
Portfolio Management, Investments, Mutual Funds, Financial Advisory, Customer Service, Wealth Management, Investment Advisory, Financial Analysis, Asset Allocation, Risk Management, Investment Management, Retirement, Estate Planning, 401k, Asset Managment, Investment Strategies, Fixed Income, Small Business Lending, Microsoft CRM
Education
Lindenwood University 2007 — 2009
MBA, Master of Business Administration
University of Missouri-Saint Louis 2001 — 2006
Bachelor of Science in Business Administration, Business Administration
Kaspick & Company March 2015 - Present
BAM Advisor Services April 2011 - March 2015
Bank of America May 2010 - December 2010
Bank of America January 2007 - May 2010
Bank of America 2003 - 2010
Skills
Portfolio Management, Investments, Mutual Funds, Financial Advisory, Customer Service, Wealth Management, Investment Advisory, Financial Analysis, Asset Allocation, Risk Management, Investment Management, Retirement, Estate Planning, 401k, Asset Managment, Investment Strategies, Fixed Income, Small Business Lending, Microsoft CRM
Education
Lindenwood University 2007 — 2009
MBA, Master of Business Administration
University of Missouri-Saint Louis 2001 — 2006
Bachelor of Science in Business Administration, Business Administration
Beth Sharpe Beth Sharpe's BAM Advisor Services Experience January 2013 - October 2014
Job Director Advisor Services at Creative Planning Inc.
Industry Financial Services
Experience
Creative Planning Inc. November 2014 - Present
BAM Advisor Services January 2013 - October 2014
BAM Advisor Services July 2011 - January 2013
BAM Advisor Services October 2008 - September 2011
Buckingham Asset Management October 2007 - October 2008
Skills
Portfolio Management, Investments, Equities, CRM, Financial Services, Asset Management, Analysis, Wealth Management, Asset Managment, Business Development, Management, Investment Management, Capital Markets, Marketing Strategy, Financial Advisory, Training, Trading, Options, Financial Analysis, SEO, Asset Allocation, Practice Management, Practice Development, Professional..., Advisor Training
Education
Indiana University Bloomington 1993 — 1997
B.S., Psychology, Biology, Chemistry
Creative Planning Inc. November 2014 - Present
BAM Advisor Services January 2013 - October 2014
BAM Advisor Services July 2011 - January 2013
BAM Advisor Services October 2008 - September 2011
Buckingham Asset Management October 2007 - October 2008
Skills
Portfolio Management, Investments, Equities, CRM, Financial Services, Asset Management, Analysis, Wealth Management, Asset Managment, Business Development, Management, Investment Management, Capital Markets, Marketing Strategy, Financial Advisory, Training, Trading, Options, Financial Analysis, SEO, Asset Allocation, Practice Management, Practice Development, Professional..., Advisor Training
Education
Indiana University Bloomington 1993 — 1997
B.S., Psychology, Biology, Chemistry
Kyle Veltrop Kyle Veltrop's BAM Advisor Services Experience January 2010 - Present
Job Content Marketing Specialist at Buckingham Family of Financial Services and BAM Advisor Services
Industry Financial Services
Experience
Buckingham Family of Financial Services January 2010 - Present
BAM Advisor Services January 2010 - Present
Fleishman-Hillard February 2008 - December 2009
The Sporting News Publishing Co. 1994 - 2008
Sporting News 1994 - 2008
Skills
Editing, Copy Editing, Writing, Journalism, Copywriting
Education
University of Missouri-Columbia 1988 — 1992
Journalism
Buckingham Family of Financial Services January 2010 - Present
BAM Advisor Services January 2010 - Present
Fleishman-Hillard February 2008 - December 2009
The Sporting News Publishing Co. 1994 - 2008
Sporting News 1994 - 2008
Skills
Editing, Copy Editing, Writing, Journalism, Copywriting
Education
University of Missouri-Columbia 1988 — 1992
Journalism
Drew Brightfield Drew Brightfield's BAM Advisor Services Experience March 2015 - Present
Job Client Service Specialist at BAM Advisor Services
Industry Investment Management
Experience
BAM Advisor Services March 2015 - Present
Blue Ocean Portfolios, LLC March 2014 - November 2014
The Highlands Golf & Tennis Center June 2012 - August 2012
Patient's First Healthcare January 2012 - May 2012
Royal Lake of the Woods Yacht Club June 2010 - August 2010
Skills
Team Leadership, Social Media, Leadership, PowerPoint, Microsoft Excel, Research, Business Strategy, Teamwork, Data Analysis, Analysis, Time Management, Communication, Microsoft Office, Project Management, Bloomberg Terminal, Event Management, Team Management, Microsoft Word, Marketing, Public Relations, Financial Analysis, Statistical Data..., Management
Education
Cass Business School 2012 — 2013
Master of Science (MS), Management, Postgraduate Merit
University of Missouri-Columbia 2006 — 2010
Bachelors, History, 3.7
BAM Advisor Services March 2015 - Present
Blue Ocean Portfolios, LLC March 2014 - November 2014
The Highlands Golf & Tennis Center June 2012 - August 2012
Patient's First Healthcare January 2012 - May 2012
Royal Lake of the Woods Yacht Club June 2010 - August 2010
Skills
Team Leadership, Social Media, Leadership, PowerPoint, Microsoft Excel, Research, Business Strategy, Teamwork, Data Analysis, Analysis, Time Management, Communication, Microsoft Office, Project Management, Bloomberg Terminal, Event Management, Team Management, Microsoft Word, Marketing, Public Relations, Financial Analysis, Statistical Data..., Management
Education
Cass Business School 2012 — 2013
Master of Science (MS), Management, Postgraduate Merit
University of Missouri-Columbia 2006 — 2010
Bachelors, History, 3.7
Al Sears Al Sears's BAM Advisor Services Experience January 2015 - Present
Job Chief Operating Officer at The Buckingham Family of Financial Services and BAM Advisor Services
Industry Financial Services
Experience
Buckingham Family of Financial Services January 2015 - Present
BAM Advisor Services January 2015 - Present
Missouri State Treasurer Investment Advisor Council March 2012 - Present
Employment Connection January 2010 - Present
Buckingham Family of Financial Services December 2009 - Present
BAM Advisor Services 2003 - December 2014
BAM Advisor Services January 2007 - December 2012
Skills
Asset Allocation, Asset Management, Finance, Financial Advisory, Fixed Income, Investment Management, Investment Strategies, Investments, Management, Portfolio Management, Strategic Financial..., Training, Wealth Management
Education
University of Massachusetts, Amherst
BA, Economics
Buckingham Family of Financial Services January 2015 - Present
BAM Advisor Services January 2015 - Present
Missouri State Treasurer Investment Advisor Council March 2012 - Present
Employment Connection January 2010 - Present
Buckingham Family of Financial Services December 2009 - Present
BAM Advisor Services 2003 - December 2014
BAM Advisor Services January 2007 - December 2012
Skills
Asset Allocation, Asset Management, Finance, Financial Advisory, Fixed Income, Investment Management, Investment Strategies, Investments, Management, Portfolio Management, Strategic Financial..., Training, Wealth Management
Education
University of Massachusetts, Amherst
BA, Economics
Jake Fechter Jake Fechter's BAM Advisor Services Experience June 2014 - Present
Job Compliance Specialist at BAM Advisor Services
Industry Financial Services
Experience
Buckingham Family of Financial Services June 2014 - Present
BAM Advisor Services June 2014 - Present
Answers October 2013 - April 2014
Saint Louis University August 2010 - December 2013
Saint Louis University High School July 2013 - October 2013
Enterprise Fleet Management May 2012 - August 2013
Saint Louis Univeristy High School June 2010 - August 2011
Skills
Public Speaking, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Event Management, Access, Customer Service, Leadership, Teamwork, Event Planning, Social Media, Process Scheduler, Data Analysis, Data Entry, Research, Facebook, Social Networking, Marketing Communications, Accounting, Outlook
Education
Saint Louis University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Buckingham Family of Financial Services June 2014 - Present
BAM Advisor Services June 2014 - Present
Answers October 2013 - April 2014
Saint Louis University August 2010 - December 2013
Saint Louis University High School July 2013 - October 2013
Enterprise Fleet Management May 2012 - August 2013
Saint Louis Univeristy High School June 2010 - August 2011
Skills
Public Speaking, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Event Management, Access, Customer Service, Leadership, Teamwork, Event Planning, Social Media, Process Scheduler, Data Analysis, Data Entry, Research, Facebook, Social Networking, Marketing Communications, Accounting, Outlook
Education
Saint Louis University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Lori Holtzman's BAM Advisor Services Experience October 2012 - Present
Job Client Services Specialist at BAM Advisor Services
Industry Financial Services
Experience
BAM Advisor Services October 2012 - Present
Managers Investment Group January 2011 - August 2012
Managers Investment Group June 2008 - December 2010
C.H. Robinson Worldwide, Inc. September 2004 - May 2008
Skills
Series 6, Series 63
Education
University of Kansas 2000 — 2004
Bachelor of Science (B.S.), Business Administration and Accounting
BAM Advisor Services October 2012 - Present
Managers Investment Group January 2011 - August 2012
Managers Investment Group June 2008 - December 2010
C.H. Robinson Worldwide, Inc. September 2004 - May 2008
Skills
Series 6, Series 63
Education
University of Kansas 2000 — 2004
Bachelor of Science (B.S.), Business Administration and Accounting
Laura Katherine Smith's BAM Advisor Services Experience July 2015 - Present
Job Event Planner at Buckingham Family of Financial Services and BAM Advisor Services
Industry Financial Services
Experience
BAM Advisor Services July 2015 - Present
Table 10 Event Design December 2014 - July 2015
Renny & Reed September 2011 - September 2013
O2 Living April 2010 - September 2011
Skills
Event Planning, Social Media, Social Networking, Event Management, Editing, Blogging, Publicity, Social Media Marketing, Facebook, Press Releases, Public Relations, Digital Media, Media Relations, Corporate Communications, Event Designing, Event Production
Education
University of Alabama 2014 — 2016
Master of Science (M.S.), Interactive Technology
Sacred Heart University 2006 — 2009
Bachelor of Science (BS), Media Studies, Political Science
BAM Advisor Services July 2015 - Present
Table 10 Event Design December 2014 - July 2015
Renny & Reed September 2011 - September 2013
O2 Living April 2010 - September 2011
Skills
Event Planning, Social Media, Social Networking, Event Management, Editing, Blogging, Publicity, Social Media Marketing, Facebook, Press Releases, Public Relations, Digital Media, Media Relations, Corporate Communications, Event Designing, Event Production
Education
University of Alabama 2014 — 2016
Master of Science (M.S.), Interactive Technology
Sacred Heart University 2006 — 2009
Bachelor of Science (BS), Media Studies, Political Science
Julia Hirsch's BAM Advisor Services Experience May 2014 - Present
Job Client Service Specialist at BAM Advisor Services
Industry Financial Services
Experience
BAM Advisor Services May 2014 - Present
Skills
Customer Service, Facebook, Event Planning, Sales, Retail, Social Media, Retail Sales, Inventory Management, Time Management, Marketing, PowerPoint, Microsoft Office, Social Networking, Outlook, Microsoft Excel, Social Media Marketing, Microsoft Word, Customer Satisfaction, Data Entry, Advertising, Sales Management, Leadership, Teamwork, Fundraising, Management, Strategic Planning
Education
Saint Louis University 2012 — 2014
Master of Business Administration (M.B.A.), Marketing
Southeast Missouri State University - Harrison College of Business 2006 — 2010
Bachelor of Science, Marketing Management
Francis Howell Central
BAM Advisor Services May 2014 - Present
Skills
Customer Service, Facebook, Event Planning, Sales, Retail, Social Media, Retail Sales, Inventory Management, Time Management, Marketing, PowerPoint, Microsoft Office, Social Networking, Outlook, Microsoft Excel, Social Media Marketing, Microsoft Word, Customer Satisfaction, Data Entry, Advertising, Sales Management, Leadership, Teamwork, Fundraising, Management, Strategic Planning
Education
Saint Louis University 2012 — 2014
Master of Business Administration (M.B.A.), Marketing
Southeast Missouri State University - Harrison College of Business 2006 — 2010
Bachelor of Science, Marketing Management
Francis Howell Central
Julia Sites Julia Sites's BAM Advisor Services Experience September 2012 - Present
Job Client Data Operations Associate at Buckingham Family of Financial Services and BAM Advisors
Industry Financial Services
Experience
BAM Advisor Services September 2012 - Present
Buckingham Family of Financial Services September 2012 - Present
Skills
Nielsen iXPRESS, SAP BusinessObjects, Microsoft Office 2007, R, SAS, Visual Basic, MapInfo, MapPoint, Windows XP Pro, Web Intelligence, eSpatial, Business Objects, Microsoft Excel, Access, Creative Problem Solving, Databases, Employee Training, Analysis, Budgets, Software Documentation, Data Analysis
Education
University of Missouri-Columbia 2007 — 2011
Bachelor of Science, Mathematics
BAM Advisor Services September 2012 - Present
Buckingham Family of Financial Services September 2012 - Present
Skills
Nielsen iXPRESS, SAP BusinessObjects, Microsoft Office 2007, R, SAS, Visual Basic, MapInfo, MapPoint, Windows XP Pro, Web Intelligence, eSpatial, Business Objects, Microsoft Excel, Access, Creative Problem Solving, Databases, Employee Training, Analysis, Budgets, Software Documentation, Data Analysis
Education
University of Missouri-Columbia 2007 — 2011
Bachelor of Science, Mathematics
Shannon O'Toole Kuhlman Shannon O'Toole Kuhlman's BAM Advisor Services Experience January 2015 - Present
Job Chief Talent Officer at Buckingham Family of Financial Services and BAM Advisor Services
Industry Financial Services
Experience
Buckingham Family of Financial Services January 2015 - Present
BAM Advisor Services January 2015 - Present
Buckingham Asset Management January 2011 - December 2014
BAM Advisor Services January 2011 - December 2014
Buckingham Asset Management August 2008 - December 2010
BAM Advisor Services August 2008 - December 2010
Renaissance Financial May 2004 - August 2008
Big Brothers Big Sisters November 2001 - May 2004
TRS Worldwide 2000 - 2001
General Mills June 1999 - May 2000
Skills
Investments, Retirement Planning, Asset Management, Investment Management, Financial Advisory, Investment Strategies, Recruiting, Management, Financial Services, CRM, Human Resources, Fixed Income
Education
University of Missouri-Columbia 1995 — 1999
BA, Consumer & Family Economics
High school
Buckingham Family of Financial Services January 2015 - Present
BAM Advisor Services January 2015 - Present
Buckingham Asset Management January 2011 - December 2014
BAM Advisor Services January 2011 - December 2014
Buckingham Asset Management August 2008 - December 2010
BAM Advisor Services August 2008 - December 2010
Renaissance Financial May 2004 - August 2008
Big Brothers Big Sisters November 2001 - May 2004
TRS Worldwide 2000 - 2001
General Mills June 1999 - May 2000
Skills
Investments, Retirement Planning, Asset Management, Investment Management, Financial Advisory, Investment Strategies, Recruiting, Management, Financial Services, CRM, Human Resources, Fixed Income
Education
University of Missouri-Columbia 1995 — 1999
BA, Consumer & Family Economics
High school
Jon Lay Jon Lay's BAM Advisor Services Experience January 2014 - Present
Job Client Services Manager at BAM Advisor Services
Industry Investment Management
Experience
BAM Advisor Services January 2014 - Present
BAM Advisor Services March 2011 - December 2013
BAM Advisor Services May 2010 - April 2011
BAM Advisor Services May 2004 - April 2010
Education
Lindenwood University 2000 — 2004
BA, Finance
Francis Howell Central 1996 — 2000
High School Diploma
BAM Advisor Services January 2014 - Present
BAM Advisor Services March 2011 - December 2013
BAM Advisor Services May 2010 - April 2011
BAM Advisor Services May 2004 - April 2010
Education
Lindenwood University 2000 — 2004
BA, Finance
Francis Howell Central 1996 — 2000
High School Diploma
Elizabeth Winkle's BAM Advisor Services Experience January 2015 - Present
Job Client Service Specialist at BAM Advisor Services
Industry Human Resources
Experience
BAM Advisor Services January 2015 - Present
BAM Advisor Services June 2014 - December 2014
Bunge June 2013 - June 2014
Fleishman-Hillard June 2012 - January 2013
Fleishman-Hillard August 2011 - June 2012
Skills
Human Resources, Recruiting, Sourcing, Job Postings, Interviewing Skills, Microsoft Office, International Relations, Phone Screens, Training, Employee Relations, Boolean Searching, Management, Social Media, Public Relations
Education
Saint Louis University 2009 — 2013
Bachelor of Science (B.S.), Human Resources, International Business
BAM Advisor Services January 2015 - Present
BAM Advisor Services June 2014 - December 2014
Bunge June 2013 - June 2014
Fleishman-Hillard June 2012 - January 2013
Fleishman-Hillard August 2011 - June 2012
Skills
Human Resources, Recruiting, Sourcing, Job Postings, Interviewing Skills, Microsoft Office, International Relations, Phone Screens, Training, Employee Relations, Boolean Searching, Management, Social Media, Public Relations
Education
Saint Louis University 2009 — 2013
Bachelor of Science (B.S.), Human Resources, International Business
Sam Martin, MBAtax, CFP® , CPA Sam Martin, MBAtax, CFP® , CPA's BAM Advisor Services Experience 2004 - Present
Job Director at Dental Wealth Advisors LLC
Industry Financial Services
Experience
DG Transitions LLC May 2014 - Present
Dental Wealth Advisors LLC 2003 - Present
Dental Group LLC 1990 - Present
BAM Advisor Services 2004 - Present
Academy of Dental CPAs (ADCPA) May 2002 - Present
Skills
Income Tax Planning, Financial Planning and..., Practice Transition..., Strategic Financial..., Financial Planners, Wealth Management, Consulting, Income Tax, Wealth, Finance, Investment Management, Dentistry, Estate Planning, Investment Advisory, Asset Allocation, Retirement Planning, Investments, Mutual Funds, Financial Advisory, 401k, Strategic Planning, Financial Planning
Education
Golden Gate University 1982 — 1983
MBA, Federal Income Taxation
The University of Montana 1976 — 1981
BS, Business/Accounting
College for Financial Planning 1995 — 1995
CFP, Financial Planning
DG Transitions LLC May 2014 - Present
Dental Wealth Advisors LLC 2003 - Present
Dental Group LLC 1990 - Present
BAM Advisor Services 2004 - Present
Academy of Dental CPAs (ADCPA) May 2002 - Present
Skills
Income Tax Planning, Financial Planning and..., Practice Transition..., Strategic Financial..., Financial Planners, Wealth Management, Consulting, Income Tax, Wealth, Finance, Investment Management, Dentistry, Estate Planning, Investment Advisory, Asset Allocation, Retirement Planning, Investments, Mutual Funds, Financial Advisory, 401k, Strategic Planning, Financial Planning
Education
Golden Gate University 1982 — 1983
MBA, Federal Income Taxation
The University of Montana 1976 — 1981
BS, Business/Accounting
College for Financial Planning 1995 — 1995
CFP, Financial Planning
Douglas Brightfield Douglas Brightfield's BAM Advisor Services Experience August 2015 - Present
Job Web Services Specialist at Buckingham Family of Financial Services and BAM Advisor Services
Industry Financial Services
Experience
BAM Advisor Services August 2015 - Present
Kennedy Capital Management, Inc. January 2014 - August 2015
The Highlands Golf and Tennis Centre June 2012 - August 2012
Royal Lake of the Woods Yacht Club June 2009 - August 2011
Patients First Healthcare June 2008 - August 2008
Skills
Research, PowerPoint, Teamwork, Accounting, Event Management, SPSS, Microsoft Excel, Microsoft Word, Time Management, Current Affairs, Microsoft Office, Editing, Teaching, Event Planning, History, Facebook
Education
Cass Business School 2012 — 2013
Master's degree, Management
University of Missouri-Columbia 2008 — 2011
Bachelor of Arts (B.A.), History
BAM Advisor Services August 2015 - Present
Kennedy Capital Management, Inc. January 2014 - August 2015
The Highlands Golf and Tennis Centre June 2012 - August 2012
Royal Lake of the Woods Yacht Club June 2009 - August 2011
Patients First Healthcare June 2008 - August 2008
Skills
Research, PowerPoint, Teamwork, Accounting, Event Management, SPSS, Microsoft Excel, Microsoft Word, Time Management, Current Affairs, Microsoft Office, Editing, Teaching, Event Planning, History, Facebook
Education
Cass Business School 2012 — 2013
Master's degree, Management
University of Missouri-Columbia 2008 — 2011
Bachelor of Arts (B.A.), History
Sheila R Carroll Sheila R Carroll's BAM Advisor Services Experience January 2008 - March 2009
Job Financial Litigation and Regulatory Paralegal at Cosgrove Law Group, LLC | A Comprehensive Advocacy Law Firm
Industry Legal Services
Experience
Investment Adviser Rep Syndicate December 2013 - Present
Cosgrove Law Group, LLC April 2009 - Present
BAM Advisor Services January 2008 - March 2009
Stifel, Nicolaus January 2006 - January 2008
Missouri Secretary Of State's Office February 2005 - January 2006
Missouri Attorney General's Office January 1999 - January 2005
Skills
Legal Writing, Legal Research, Securities, Mediation, Litigation Support, Enforcement, Securities Regulation, Commercial Litigation, Personal Injury, Corporate Law, Criminal Defense, Arbitration, Trials, Policy
Education
Columbia College 2003 — 2004
MS, Criminal Justice
TCS 1988 — 1996
Investment Adviser Rep Syndicate December 2013 - Present
Cosgrove Law Group, LLC April 2009 - Present
BAM Advisor Services January 2008 - March 2009
Stifel, Nicolaus January 2006 - January 2008
Missouri Secretary Of State's Office February 2005 - January 2006
Missouri Attorney General's Office January 1999 - January 2005
Skills
Legal Writing, Legal Research, Securities, Mediation, Litigation Support, Enforcement, Securities Regulation, Commercial Litigation, Personal Injury, Corporate Law, Criminal Defense, Arbitration, Trials, Policy
Education
Columbia College 2003 — 2004
MS, Criminal Justice
TCS 1988 — 1996
Ivan AuBuchon Ivan AuBuchon's BAM Advisor Services Experience October 2012 - Present
Job Buckingham Family of Financial Services and BAM Advisor Services
Industry Media Production
Experience
Buckingham Family of Financial Services October 2012 - Present
BAM Advisor Services October 2012 - Present
Studio E March 2012 - September 2012
Monsanto August 2011 - March 2012
Once Films 2010 - 2012
Avatar Studios May 2011 - September 2011
ALIVE Magazine September 2010 - May 2011
Scottrade March 2011 - April 2011
Adamson Advertising USA February 2010 - March 2010
Skills
Video, Video Production, Studio Lighting, Location Lighting, Final Cut Studio, Panasonic Camera Work, Editing, Videography, Camera Operation, DVD Studio Pro, Cinematography, Corporate Communications, Final Cut Pro, DVD authoring, HD, Pre-production, Documentary, After Effects, Production, Lighting, Video Editing, Post Production, Camera, Shooting, Mac, Documentaries, Photoshop, Color Correction, Motion Graphics, Web Video, Adobe Creative Suite, Compressor, DVD, HD Video, New Media, Media Production
Education
Webster University 2006 — 2011
BA Video Production, Media Communications
St. Louis Community College 2006 — 2008
Buckingham Family of Financial Services October 2012 - Present
BAM Advisor Services October 2012 - Present
Studio E March 2012 - September 2012
Monsanto August 2011 - March 2012
Once Films 2010 - 2012
Avatar Studios May 2011 - September 2011
ALIVE Magazine September 2010 - May 2011
Scottrade March 2011 - April 2011
Adamson Advertising USA February 2010 - March 2010
Skills
Video, Video Production, Studio Lighting, Location Lighting, Final Cut Studio, Panasonic Camera Work, Editing, Videography, Camera Operation, DVD Studio Pro, Cinematography, Corporate Communications, Final Cut Pro, DVD authoring, HD, Pre-production, Documentary, After Effects, Production, Lighting, Video Editing, Post Production, Camera, Shooting, Mac, Documentaries, Photoshop, Color Correction, Motion Graphics, Web Video, Adobe Creative Suite, Compressor, DVD, HD Video, New Media, Media Production
Education
Webster University 2006 — 2011
BA Video Production, Media Communications
St. Louis Community College 2006 — 2008
Dan Haynes Dan Haynes's BAM Advisor Services Experience June 2007 - April 2015
Job
Industry Financial Services
Experience
Charles Schwab April 2015 - Present
Summit Strategies Group April 2015 - Present
Buckingham Family of Financial Services June 2007 - April 2015
BAM Advisor Services June 2007 - April 2015
Williamsville State Bank & Trust June 2004 - June 2007
K's Merchandise May 2000 - May 2004
Skills
Compliance, SEC, USA PATRIOT Act, OFAC, AML, Bank Secrecy Act, Investment Advisers Act, Social Media, Mutual Funds, Dodd-Frank, Risk Assessment, Regulations
Education
University of Illinois Springfield 2006 — 2007
Masters, Business Administration
Millikin University 2000 — 2004
Bachelor of Science, Finance
Meridian High School 1996 — 2000
Charles Schwab April 2015 - Present
Summit Strategies Group April 2015 - Present
Buckingham Family of Financial Services June 2007 - April 2015
BAM Advisor Services June 2007 - April 2015
Williamsville State Bank & Trust June 2004 - June 2007
K's Merchandise May 2000 - May 2004
Skills
Compliance, SEC, USA PATRIOT Act, OFAC, AML, Bank Secrecy Act, Investment Advisers Act, Social Media, Mutual Funds, Dodd-Frank, Risk Assessment, Regulations
Education
University of Illinois Springfield 2006 — 2007
Masters, Business Administration
Millikin University 2000 — 2004
Bachelor of Science, Finance
Meridian High School 1996 — 2000
Edward Edwin's BAM Advisor Services Experience June 2015 - Present
Job Client Service Specialist at BAM Advisor Services
Industry Financial Services
Experience
BAM Advisor Services June 2015 - Present
United Airlines April 2011 - May 2015
EVE Enterprises, LLC February 2009 - December 2012
Northwestern Mutual May 2009 - July 2010
Stephens & Co. CPA's, LLC August 2004 - May 2009
Skills
Microsoft Office, Windows, Microsoft Word, PowerPoint, Customer Service, English, Training, Microsoft Excel, Research, Sales
Education
University of Missouri-Saint Louis 2006 — 2015
Bachelor's Degree, Finance Emphasis, Accounting & Art History Minor
BAM Advisor Services June 2015 - Present
United Airlines April 2011 - May 2015
EVE Enterprises, LLC February 2009 - December 2012
Northwestern Mutual May 2009 - July 2010
Stephens & Co. CPA's, LLC August 2004 - May 2009
Skills
Microsoft Office, Windows, Microsoft Word, PowerPoint, Customer Service, English, Training, Microsoft Excel, Research, Sales
Education
University of Missouri-Saint Louis 2006 — 2015
Bachelor's Degree, Finance Emphasis, Accounting & Art History Minor
Stuart Zimmerman CPA/PFS Stuart Zimmerman CPA/PFS's BAM Advisor Services Experience 1997 - Present
Job Founder at Build Your Tree Coach
Industry Research
Experience
Build Your Tree Coach September 2015 - Present
BAM Advisor Services 1997 - Present
Buckingham Asset Management June 1994 - Present
RubinBrown LLP 1966 - 1994
PPG Industries June 1965 - May 1966
Skills
Financial Consultant, Genealogy Coach, Genealogy, Investment Advisory..., Financial Markets, Charitable Gift Planning, Business, Investment Advisory, Personal Tax Planning, Retirement Planning, Strategic Financial..., Charities, Investment Management, Personal Financial..., Passive Investment..., Back Office Services..., Investments, Investment Strategies, Asset Managment
Education
University of Missouri-Columbia, College of Business 1961 — 1965
BS, Accounting
University City Senior High School 1958 — 1961
Graduate
Build Your Tree Coach September 2015 - Present
BAM Advisor Services 1997 - Present
Buckingham Asset Management June 1994 - Present
RubinBrown LLP 1966 - 1994
PPG Industries June 1965 - May 1966
Skills
Financial Consultant, Genealogy Coach, Genealogy, Investment Advisory..., Financial Markets, Charitable Gift Planning, Business, Investment Advisory, Personal Tax Planning, Retirement Planning, Strategic Financial..., Charities, Investment Management, Personal Financial..., Passive Investment..., Back Office Services..., Investments, Investment Strategies, Asset Managment
Education
University of Missouri-Columbia, College of Business 1961 — 1965
BS, Accounting
University City Senior High School 1958 — 1961
Graduate
Julie Lucas Julie Lucas's BAM Advisor Services Experience February 2015 - Present
Job Business Intelligence Developer at Bam Advisor Services
Industry Financial Services
Experience
Buckingham Family of Financial Services February 2015 - Present
Bam Advisor Services February 2015 - Present
Oakwood Systems Group September 2011 - February 2015
Lumeris December 2010 - September 2011
Brown Shoe Company February 2009 - December 2010
Build-A-Bear Workshop December 2005 - January 2009
Elementis Pigments 1999 - 2005
St. Louis Post-Dispatch January 1984 - October 1999
Skills
T-SQL, SSIS, SSRS, SharePoint, Data Warehousing, ETL, Microsoft SQL Server, Business Intelligence, Data Modeling, SQL, OLAP, Analysis Services, Business Objects, Performance Tuning, MDX, Databases, SDLC
Education
Southern Illinois University, Edwardsville 1983 — 1987
Bachelor Arts, Journalism
Buckingham Family of Financial Services February 2015 - Present
Bam Advisor Services February 2015 - Present
Oakwood Systems Group September 2011 - February 2015
Lumeris December 2010 - September 2011
Brown Shoe Company February 2009 - December 2010
Build-A-Bear Workshop December 2005 - January 2009
Elementis Pigments 1999 - 2005
St. Louis Post-Dispatch January 1984 - October 1999
Skills
T-SQL, SSIS, SSRS, SharePoint, Data Warehousing, ETL, Microsoft SQL Server, Business Intelligence, Data Modeling, SQL, OLAP, Analysis Services, Business Objects, Performance Tuning, MDX, Databases, SDLC
Education
Southern Illinois University, Edwardsville 1983 — 1987
Bachelor Arts, Journalism
Kurt Wunderlich Kurt Wunderlich's BAM Advisor Services Experience November 2014 - Present
Job Fixed Income Portfolio Advisor at Buckingham Family of Financial Services and BAM Advisor Services
Industry Financial Services
Experience
Buckingham Family of Financial Services November 2014 - Present
BAM Advisor Services November 2014 - Present
Edward Jones November 2012 - November 2014
Oakland Athletics June 2011 - July 2012
Michigan State University January 2008 - June 2011
Peter A. Poirot, CPA June 2010 - August 2010
Skills
Teamwork, Time Management, Planning, Baseball, Problem Solving, PowerPoint, Excel, Microsoft Office, Investments, Personal Finance, iPhone, Team Leadership, Team Building, Challenge Seeker, Microsoft Word, Microsoft Excel, Project Planning, Intercollegiate...
Education
Michigan State University 2008 — 2011
Bachelor of Arts (BA), Finance, 3.45
University of Phoenix 2012 — 2013
Master of Business Administration (MBA), Business, 3.67
Kirkwood High School 2005 — 2007
Buckingham Family of Financial Services November 2014 - Present
BAM Advisor Services November 2014 - Present
Edward Jones November 2012 - November 2014
Oakland Athletics June 2011 - July 2012
Michigan State University January 2008 - June 2011
Peter A. Poirot, CPA June 2010 - August 2010
Skills
Teamwork, Time Management, Planning, Baseball, Problem Solving, PowerPoint, Excel, Microsoft Office, Investments, Personal Finance, iPhone, Team Leadership, Team Building, Challenge Seeker, Microsoft Word, Microsoft Excel, Project Planning, Intercollegiate...
Education
Michigan State University 2008 — 2011
Bachelor of Arts (BA), Finance, 3.45
University of Phoenix 2012 — 2013
Master of Business Administration (MBA), Business, 3.67
Kirkwood High School 2005 — 2007
Chris Gluck Chris Gluck's BAM Advisor Services Experience March 2005 - Present
Job Business Intelligence Analyst at Buckingham Family of Financial Services and BAM Advisor Services
Industry Financial Services
Experience
Buckingham Family of Financial Services March 2005 - Present
BAM Advisor Services March 2005 - Present
A.G. Edwards & Sons, Inc. May 2003 - August 2003
Skills
Business Intelligence, SSRS, SSAS, Wealth Management, Portfolio Management, SSIS, T-SQL, Data Warehousing, Analysis Services, Microsoft SQL Server, Data Analysis, Database Design, Crystal Reports, ETL, Visual Studio, Finance, Investments
Education
University of Missouri-Columbia, College of Business 2000 — 2004
Bachelor of Science in Business Administration, Finance & Banking Major, Economics Minor
Buckingham Family of Financial Services March 2005 - Present
BAM Advisor Services March 2005 - Present
A.G. Edwards & Sons, Inc. May 2003 - August 2003
Skills
Business Intelligence, SSRS, SSAS, Wealth Management, Portfolio Management, SSIS, T-SQL, Data Warehousing, Analysis Services, Microsoft SQL Server, Data Analysis, Database Design, Crystal Reports, ETL, Visual Studio, Finance, Investments
Education
University of Missouri-Columbia, College of Business 2000 — 2004
Bachelor of Science in Business Administration, Finance & Banking Major, Economics Minor
Andy Kowal's BAM Advisor Services Experience June 2015 - Present
Job Retirement Solutions Specialist at BAM Advisor Services
Industry Financial Services
Experience
BAM Advisor Services June 2015 - Present
Pennington & Company June 2010 - June 2015
Phi Kappa Theta National Foundation June 2008 - January 2010
Phi Kappa Theta Fraternity June 2006 - June 2008
Skills
Fundraising, Strategic Planning, Marketing, Workshop Facilitation, Non-profits, Volunteer Management, Philanthropy, Public Speaking, Alumni Relations, Public Relations, Recruiting, Leadership
Education
Kansas State University 2001 — 2006
B.S., Business Management
BAM Advisor Services June 2015 - Present
Pennington & Company June 2010 - June 2015
Phi Kappa Theta National Foundation June 2008 - January 2010
Phi Kappa Theta Fraternity June 2006 - June 2008
Skills
Fundraising, Strategic Planning, Marketing, Workshop Facilitation, Non-profits, Volunteer Management, Philanthropy, Public Speaking, Alumni Relations, Public Relations, Recruiting, Leadership
Education
Kansas State University 2001 — 2006
B.S., Business Management
Aaron Vickar's BAM Advisor Services Experience June 2003 - Present
Job Wealth Advisor and Director of BAM Risk Management
Industry Financial Services
Experience
Buckingham Family of Financial Services June 2003 - Present
BAM Advisor Services June 2003 - Present
Skills
Retirement Planning, Asset Allocation, Asset Management, Estate Planning, Financial Advisory, Financial Analysis, Investment Advisory, Investment Management, Investment Strategies, Investments, Risk Management, Strategic Financial..., Wealth Management, Wealth, Portfolio Management, Mutual Funds, Retirement, 401k, Wealth Management..., High Net Worth..., Modern Portfolio Theory, Charitable Gift Planning, Life Insurance
Education
Lake Forest College 1997 — 1999
The University of North Dakota 1995 — 1997
Parkway Central High 1990 — 1994
Buckingham Family of Financial Services June 2003 - Present
BAM Advisor Services June 2003 - Present
Skills
Retirement Planning, Asset Allocation, Asset Management, Estate Planning, Financial Advisory, Financial Analysis, Investment Advisory, Investment Management, Investment Strategies, Investments, Risk Management, Strategic Financial..., Wealth Management, Wealth, Portfolio Management, Mutual Funds, Retirement, 401k, Wealth Management..., High Net Worth..., Modern Portfolio Theory, Charitable Gift Planning, Life Insurance
Education
Lake Forest College 1997 — 1999
The University of North Dakota 1995 — 1997
Parkway Central High 1990 — 1994
Andrew Eyerman's BAM Advisor Services Experience January 2012 - Present
Job Client Service Specialist at BAM Advisor Services
Industry Financial Services
Experience
BAM Advisor Services January 2012 - Present
BAM Advisor Services July 2007 - January 2012
Education
Miami University 2001 — 2005
Bachelor of Science (BS), Finance, General
BAM Advisor Services January 2012 - Present
BAM Advisor Services July 2007 - January 2012
Education
Miami University 2001 — 2005
Bachelor of Science (BS), Finance, General
Craig Yodis, CPA's BAM Advisor Services Experience September 2005 - Present
Job Accounting Manager at Buckingham Family of Financial Services and BAM Advisor Services
Industry Financial Services
Experience
Buckingham Family of Financial Services September 2005 - Present
BAM Advisor Services September 2005 - Present
Skills
Strategic Financial..., Mutual Funds, Asset Managment, Investments, Financial Analysis, Portfolio Management, 401k, Tax, Finance, Asset Allocation, Risk Management, Investment Advisory
Education
Missouri State University 2002 — 2005
Bachelor's Degree, Accounting
Buckingham Family of Financial Services September 2005 - Present
BAM Advisor Services September 2005 - Present
Skills
Strategic Financial..., Mutual Funds, Asset Managment, Investments, Financial Analysis, Portfolio Management, 401k, Tax, Finance, Asset Allocation, Risk Management, Investment Advisory
Education
Missouri State University 2002 — 2005
Bachelor's Degree, Accounting
Hugh Alter's BAM Advisor Services Experience March 2004 - September 2011
Job Windows Systems Engineer at Enterprise Holdings
Industry Financial Services
Experience
Enterprise Holdings August 2011 - Present
Buckingham Asset Management March 2004 - September 2011
BAM Advisor Services March 2004 - September 2011
Skills
SQL, Operating Systems, Technical Support, Microsoft Exchange, Security, Group Policy, Hardware, Software Installation
Education
University of Missouri-Saint Louis 2002 — 2004
MIS, Information Systems
University of Missouri-Saint Louis 1998 — 2002
MOB, Management and Organizational Behavior
Jefferson College 1994 — 1996
A.A., Computer Science
Enterprise Holdings August 2011 - Present
Buckingham Asset Management March 2004 - September 2011
BAM Advisor Services March 2004 - September 2011
Skills
SQL, Operating Systems, Technical Support, Microsoft Exchange, Security, Group Policy, Hardware, Software Installation
Education
University of Missouri-Saint Louis 2002 — 2004
MIS, Information Systems
University of Missouri-Saint Louis 1998 — 2002
MOB, Management and Organizational Behavior
Jefferson College 1994 — 1996
A.A., Computer Science
Kelli Lanfersieck's BAM Advisor Services Experience February 2010 - Present
Job Meeting & Events Manager at Buckingham Family of Financial Services and BAM Advisor Services
Industry Financial Services
Experience
BAM Advisor Services February 2010 - Present
Maritz Travel Company September 2006 - January 2009
Edward Jones August 2004 - September 2006
Scottrade Center/St. Louis Blues January 2001 - August 2004
St. Louis Cardinals November 2000 - January 2001
Skills
Leadership, Customer Satisfaction, Budgets, Cross-functional Team..., Project Planning, Sales, Advertising, Corporate Events, Event Planning, Project Management, Marketing Strategy
Education
University of Missouri-Columbia 1996 — 2000
BS, Travel and Tourism
BAM Advisor Services February 2010 - Present
Maritz Travel Company September 2006 - January 2009
Edward Jones August 2004 - September 2006
Scottrade Center/St. Louis Blues January 2001 - August 2004
St. Louis Cardinals November 2000 - January 2001
Skills
Leadership, Customer Satisfaction, Budgets, Cross-functional Team..., Project Planning, Sales, Advertising, Corporate Events, Event Planning, Project Management, Marketing Strategy
Education
University of Missouri-Columbia 1996 — 2000
BS, Travel and Tourism
Joshua Ernst's BAM Advisor Services Experience March 2013 - Present
Job Investment Analysis Associate at Buckingham Family of Financial Services and BAM Advisor Services
Industry Financial Services
Experience
Buckingham Family of Financial Services March 2013 - Present
BAM Advisor Services March 2013 - Present
Buckingham Asset Management June 2007 - March 2013
Milliman July 2005 - April 2007
Skills
Investments, Financial Services, Finance
Education
Missouri State University 2000 — 2004
Bachelors of Science, Mathematics
Buckingham Family of Financial Services March 2013 - Present
BAM Advisor Services March 2013 - Present
Buckingham Asset Management June 2007 - March 2013
Milliman July 2005 - April 2007
Skills
Investments, Financial Services, Finance
Education
Missouri State University 2000 — 2004
Bachelors of Science, Mathematics
Christopher Hadeler's BAM Advisor Services Experience September 2014 - Present
Job Client Service Specialist at BAM Advisor Services
Industry Financial Services
Experience
BAM Advisor Services September 2014 - Present
The Smith Companies, a Producers Choice Network Partner September 2010 - August 2014
Executive Financial Group March 2010 - August 2010
Skills
Fixed Annuities, Retirement Planning, Strategic Financial..., Insurance, Estate Planning, Life Insurance, IRAs, Asset Allocation, Term Life Insurance, Indexed Annuities, 401k, Wealth Management, Investment Advisory, Wealth, Investments, Financial Services, Financial Analysis, Retirement, Asset Management, Series 6, Financial Planners
Education
Southern Illinois University, Edwardsville 2005 — 2009
Bachelor of Science, Economics
O'Fallon Township High School 2001 — 2005
BAM Advisor Services September 2014 - Present
The Smith Companies, a Producers Choice Network Partner September 2010 - August 2014
Executive Financial Group March 2010 - August 2010
Skills
Fixed Annuities, Retirement Planning, Strategic Financial..., Insurance, Estate Planning, Life Insurance, IRAs, Asset Allocation, Term Life Insurance, Indexed Annuities, 401k, Wealth Management, Investment Advisory, Wealth, Investments, Financial Services, Financial Analysis, Retirement, Asset Management, Series 6, Financial Planners
Education
Southern Illinois University, Edwardsville 2005 — 2009
Bachelor of Science, Economics
O'Fallon Township High School 2001 — 2005
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY