Buckingham Asset Management
Industry: Company
DescriptionFounded: 1994 Parent organization: The Buckingham Family of Financial Services Subsidiaries: Denver Money Manager, KB Investment Advisors, LLC, Wealth Management Group, Prasada Capital Management
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Buckingham Asset Management Employees
Employee
Years
Job
Industry
Cameron Sellers Cameron Sellers's Buckingham Asset Management Experience November 2011 - January 2015
Job Trust Administrative Officer at US Trust
Industry Financial Services
Experience
U.S. Trust June 2015 - Present
Buckingham Family of Financial Services January 2015 - May 2015
Buckingham Asset Management November 2011 - January 2015
The Starting Block January 2011 - November 2011
Northwest YMCA Neptunes April 2011 - October 2011
Munchy'z June 2010 - October 2011
TimeLine Recruiting March 2010 - October 2010
Skills
Organizational..., Microsoft Office, Public Speaking, Strategic Planning, Problem Solving, Inventory Management, Cost Analysis, Quickbooks, POS, Purchasing, Buying, Technical Writing, Attention To Detail, QuickBooks, Financial Advisory, Real Estate, Retirement Planning
Education
University of Missouri-Columbia 2006 — 2010
BS BA, Management
U.S. Trust June 2015 - Present
Buckingham Family of Financial Services January 2015 - May 2015
Buckingham Asset Management November 2011 - January 2015
The Starting Block January 2011 - November 2011
Northwest YMCA Neptunes April 2011 - October 2011
Munchy'z June 2010 - October 2011
TimeLine Recruiting March 2010 - October 2010
Skills
Organizational..., Microsoft Office, Public Speaking, Strategic Planning, Problem Solving, Inventory Management, Cost Analysis, Quickbooks, POS, Purchasing, Buying, Technical Writing, Attention To Detail, QuickBooks, Financial Advisory, Real Estate, Retirement Planning
Education
University of Missouri-Columbia 2006 — 2010
BS BA, Management
Anthony Knoblauch Anthony Knoblauch's Buckingham Asset Management Experience September 2012 - November 2012
Job Financial Analyzer
Industry Financial Services
Experience
1up Books August 2008 - Present
Buckingham Asset Management September 2012 - November 2012
Boone County Council on Aging 2012 - 2012
St. Charles Parks Dept. April 2008 - August 2010
Skills
Financial Analysis, Microsoft Excel, Visual Basic, Accounting, Economics, Financial Modeling, Corporate Finance, Financial Risk..., Finance
Education
University of Missouri-Columbia 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Banking, 3.24
Duchesne High School 2004 — 2008
1up Books August 2008 - Present
Buckingham Asset Management September 2012 - November 2012
Boone County Council on Aging 2012 - 2012
St. Charles Parks Dept. April 2008 - August 2010
Skills
Financial Analysis, Microsoft Excel, Visual Basic, Accounting, Economics, Financial Modeling, Corporate Finance, Financial Risk..., Finance
Education
University of Missouri-Columbia 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Banking, 3.24
Duchesne High School 2004 — 2008
Jennifer C. Stewart Jennifer C. Stewart's Buckingham Asset Management Experience March 2005 - August 2011
Job Escape Email Overwhelm | Find Your Computer Files | Use Outlook/Gmail Efficiently | (636) 8754133
Industry Consumer Services
Experience
Organizing by Jennifer September 2011 - Present
Buckingham Asset Management March 2005 - August 2011
Touhill Performing Arts Center August 2003 - March 2005
Skills
Professional Organizing, Training Skills, Public Speaking, Computer training, Computer Organizing, Microsoft Outlook, Microsoft OneNote, Computer Proficiency, Training, Computers, Outlook, OneNote, PowerPoint, Microsoft Word, CRM, Microsoft Office, Customer Service, Microsoft Excel, Coaching, Time Management, Marketing Communications, Social Media, Small Business, Strategic Planning, Blogging, Editing, Marketing Strategy, Email Marketing, Management, Social Networking
Education
Southwest Missouri State University 1997 — 2002
Bachelor of Science, Entertainment Management
Organizing by Jennifer September 2011 - Present
Buckingham Asset Management March 2005 - August 2011
Touhill Performing Arts Center August 2003 - March 2005
Skills
Professional Organizing, Training Skills, Public Speaking, Computer training, Computer Organizing, Microsoft Outlook, Microsoft OneNote, Computer Proficiency, Training, Computers, Outlook, OneNote, PowerPoint, Microsoft Word, CRM, Microsoft Office, Customer Service, Microsoft Excel, Coaching, Time Management, Marketing Communications, Social Media, Small Business, Strategic Planning, Blogging, Editing, Marketing Strategy, Email Marketing, Management, Social Networking
Education
Southwest Missouri State University 1997 — 2002
Bachelor of Science, Entertainment Management
Jovita Honor, CFP® EA CIMA® Jovita Honor, CFP® EA CIMA®'s Buckingham Asset Management Experience September 2012 - Present
Job Office Director at BUCKINGHAM Family of Financial Services
Industry Financial Services
Experience
BUCKINGHAM Family of Financial Services January 2014 - Present
Buckingham Asset Management September 2012 - Present
Founders Financial Network February 2011 - October 2012
Prialta Advisors, Inc. January 2003 - February 2011
Wade Financial Advisory December 1997 - December 2002
Skills
Wealth Management, Retirement Planning, Investments, Estate Planning, Financial Advisory, Investment Management, Retirement, Financial Services, Wealth, Risk Management, Entrepreneurship, Wealth Management..., Financial Planners, Finance, Management
Education
University of California, Berkeley 1988 — 1992
B.S.
BUCKINGHAM Family of Financial Services January 2014 - Present
Buckingham Asset Management September 2012 - Present
Founders Financial Network February 2011 - October 2012
Prialta Advisors, Inc. January 2003 - February 2011
Wade Financial Advisory December 1997 - December 2002
Skills
Wealth Management, Retirement Planning, Investments, Estate Planning, Financial Advisory, Investment Management, Retirement, Financial Services, Wealth, Risk Management, Entrepreneurship, Wealth Management..., Financial Planners, Finance, Management
Education
University of California, Berkeley 1988 — 1992
B.S.
Ernest Clark, CPA/PFS Ernest Clark, CPA/PFS's Buckingham Asset Management 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
Beth Sharpe's Buckingham Asset Management Experience October 2007 - October 2008
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
Mary-Ama Mends's Buckingham Asset Management Experience April 2011 - Present
Job Client Service Specialist at Buckingham Asset Management
Industry Financial Services
Experience
Buckingham Asset Management April 2011 - Present
Education
Lindenwood University 2013 — 2014
Master of Business Administration (MBA)
Stephens College 2006 — 2009
Legal Studies
Buckingham Asset Management April 2011 - Present
Education
Lindenwood University 2013 — 2014
Master of Business Administration (MBA)
Stephens College 2006 — 2009
Legal Studies
Dena Woods's Buckingham Asset Management Experience August 2012 - September 2013
Job Marketing Specialist l Content Marketer l Social Media Strategist l Event Planner l Media Writer l PR Consultant
Industry Public Relations and Communications
Experience
STL Communications, Inc. September 2014 - March 2015
Mallinckrodt Pharmaceuticals September 2013 - January 2014
Thompson Coburn LLP for The Creative Group 2014 - 2014
Buckingham Asset Management August 2012 - September 2013
Saint Louis Science Center December 2011 - May 2012
Monsanto Company August 2007 - October 2010
Bonneville Radio Group August 2008 - December 2008
Clear Channel Communications May 2007 - August 2007
Skills
Social Media, Media Writing, Microsoft Office Xp, Public Relations, Interactive Media, ChamberWare, LOIS, Constant Contact, Event Planning, Building Relationships, Dreamweaver, Photoshop, Illustrator, Web Content Management, Community Outreach, Media List Building, Wordpress, Press Releases, Strategic Communications, Community Engagement, Fundraising, Expense Reports, Purchase Requisitions, Meeting Planning, Meeting Scheduling, Internal Communications, WordPress, Event Management, Journalism, Social Media Marketing, Copy Editing, PowerPoint, InDesign, Nonprofits, Newsletters, Marketing, Content Management, Blogging, Microsoft Office
Education
Webster University 2009 — 2013
B. A., Media Communications
St. Louis Community College
Associates, General Transfer Studies
STL Communications, Inc. September 2014 - March 2015
Mallinckrodt Pharmaceuticals September 2013 - January 2014
Thompson Coburn LLP for The Creative Group 2014 - 2014
Buckingham Asset Management August 2012 - September 2013
Saint Louis Science Center December 2011 - May 2012
Monsanto Company August 2007 - October 2010
Bonneville Radio Group August 2008 - December 2008
Clear Channel Communications May 2007 - August 2007
Skills
Social Media, Media Writing, Microsoft Office Xp, Public Relations, Interactive Media, ChamberWare, LOIS, Constant Contact, Event Planning, Building Relationships, Dreamweaver, Photoshop, Illustrator, Web Content Management, Community Outreach, Media List Building, Wordpress, Press Releases, Strategic Communications, Community Engagement, Fundraising, Expense Reports, Purchase Requisitions, Meeting Planning, Meeting Scheduling, Internal Communications, WordPress, Event Management, Journalism, Social Media Marketing, Copy Editing, PowerPoint, InDesign, Nonprofits, Newsletters, Marketing, Content Management, Blogging, Microsoft Office
Education
Webster University 2009 — 2013
B. A., Media Communications
St. Louis Community College
Associates, General Transfer Studies
Jim Cornfeld, CFP® Jim Cornfeld, CFP®'s Buckingham Asset Management Experience March 2006 - Present
Job
Industry Financial Services
Experience
Buckingham Asset Management March 2006 - Present
First Bank October 2003 - March 2006
Northwestern Mutual Financial Network December 2001 - August 2003
Mobil Oil July 1977 - March 1995
Sargent & Lundy Engineers July 1974 - September 1976
Skills
Wealth Management, Investment Management, Retirement Planning, Personal Financial..., Social Security, Investment Advisory, Portfolio Management, Asset Allocation, Investments, Investment Strategies, Wealth Management..., Asset Managment, Retirement Savings, Modern Portfolio Theory, Asset Management, Corporate Finance, Finance, Wealth, Management, Mutual Funds, Financial Analysis, Financial Advisory, Estate Planning
Education
The University of Chicago Booth School of Business 1975 — 1977
MBA, Finance
Northwestern University 1970 — 1974
BS, Chemical Engineering
Buckingham Asset Management March 2006 - Present
First Bank October 2003 - March 2006
Northwestern Mutual Financial Network December 2001 - August 2003
Mobil Oil July 1977 - March 1995
Sargent & Lundy Engineers July 1974 - September 1976
Skills
Wealth Management, Investment Management, Retirement Planning, Personal Financial..., Social Security, Investment Advisory, Portfolio Management, Asset Allocation, Investments, Investment Strategies, Wealth Management..., Asset Managment, Retirement Savings, Modern Portfolio Theory, Asset Management, Corporate Finance, Finance, Wealth, Management, Mutual Funds, Financial Analysis, Financial Advisory, Estate Planning
Education
The University of Chicago Booth School of Business 1975 — 1977
MBA, Finance
Northwestern University 1970 — 1974
BS, Chemical Engineering
Douglas Chod Douglas Chod's Buckingham Asset Management Experience May 2009 - August 2009
Job Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte August 2014 - Present
Deloitte July 2012 - August 2014
Monsanto May 2011 - August 2011
Wells Fargo Advisors May 2010 - August 2010
Buckingham Asset Management May 2009 - August 2009
Skills
Financial Modeling, Strategy, Financial Analysis, Management Consulting, Data Analysis, Business Development, Business Strategy, Analytics, Valuation, Business Analysis, Consulting
Education
MICDS 2008 — 2012
University of Michigan 2008 — 2012
Bachelor of Arts (B.A.), Economics and Organizational Studies
Deloitte August 2014 - Present
Deloitte July 2012 - August 2014
Monsanto May 2011 - August 2011
Wells Fargo Advisors May 2010 - August 2010
Buckingham Asset Management May 2009 - August 2009
Skills
Financial Modeling, Strategy, Financial Analysis, Management Consulting, Data Analysis, Business Development, Business Strategy, Analytics, Valuation, Business Analysis, Consulting
Education
MICDS 2008 — 2012
University of Michigan 2008 — 2012
Bachelor of Arts (B.A.), Economics and Organizational Studies
Bob Kresek's Buckingham Asset Management Experience October 2012 - December 2013
Job Financial Advisor Emeritus
Industry Individual & Family Services
Experience
FFN Corporation January 2014 - Present
Buckingham Asset Management October 2012 - December 2013
Founders Financial Network January 1994 - September 2012
various start-ups November 1990 - December 1993
Hewlett-Packard July 1972 - October 1990
Education
University of Illinois at Urbana-Champaign 1968 — 1972
BS, Electrical Engineering
FFN Corporation January 2014 - Present
Buckingham Asset Management October 2012 - December 2013
Founders Financial Network January 1994 - September 2012
various start-ups November 1990 - December 1993
Hewlett-Packard July 1972 - October 1990
Education
University of Illinois at Urbana-Champaign 1968 — 1972
BS, Electrical Engineering
Brett Callies Brett Callies's Buckingham Asset Management Experience January 2010 - Present
Job Data Operations Associate at Buckingham Asset Management
Industry Investment Management
Experience
Buckingham Asset Management January 2010 - Present
University of Missouri Student Financial Aid January 2006 - December 2009
Education
University of Missouri-Columbia, College of Business 2005 — 2009
B.S.B.A., Economics
Oakville Senior High 2001 — 2005
Buckingham Asset Management January 2010 - Present
University of Missouri Student Financial Aid January 2006 - December 2009
Education
University of Missouri-Columbia, College of Business 2005 — 2009
B.S.B.A., Economics
Oakville Senior High 2001 — 2005
Steve Wiechel Steve Wiechel's Buckingham Asset Management Experience February 2007 - Present
Job Fixed Income Portfolio Advisor at Buckingham Asset Management
Industry Financial Services
Experience
Buckingham Asset Management February 2007 - Present
Renaissance Financial August 2006 - January 2007
Education
University of Missouri-Columbia, College of Business 2002 — 2006
Finance, General
Chaminade College Preparatory School
Buckingham Asset Management February 2007 - Present
Renaissance Financial August 2006 - January 2007
Education
University of Missouri-Columbia, College of Business 2002 — 2006
Finance, General
Chaminade College Preparatory School
Bridget Toon Bridget Toon's Buckingham Asset Management Experience March 2003 - July 2004
Job Senior Manager, Talent Management
Industry Biotechnology
Experience
Baxalta April 2015 - Present
Tenneco September 2013 - April 2015
Discover Financial Services April 2008 - September 2013
General Board of Pension and Health Benefits July 2007 - April 2008
CDW Corporation August 2006 - March 2007
Walgreen Co. October 2004 - August 2006
Buckingham Asset Management March 2003 - July 2004
Monsanto Sales Support Center August 2002 - March 2003
Washington University's Career Center May 2000 - August 2002
Skills
Instructional Design, Performance Management, Team Building, Career Development, Leadership Development, Onboarding, Organizational..., Employee Engagement, Succession Planning, Human Resources, Workshop Facilitation, Training, 360 Feedback, Talent Management, Change Management, Coaching, Project Management, Leadership, Workforce Planning, Organizational..., Talent Acquisition, Process Improvement, Employee Relations, MBTI, Organizational Design, Needs Analysis, Interviews, Employee Training, Personnel Management, Deferred Compensation, Training Delivery, HRIS, Executive Coaching, Applicant Tracking..., New Hire Orientations, Job Descriptions, Recruiting, Benefits Administration
Education
Saint Louis University
Bachelor of Arts, Psychology, Graduated Magna Cum Laude
Parkway Central
University of Nebraska at Omaha
MA, Counseling, Graduated with High Honors
Baxalta April 2015 - Present
Tenneco September 2013 - April 2015
Discover Financial Services April 2008 - September 2013
General Board of Pension and Health Benefits July 2007 - April 2008
CDW Corporation August 2006 - March 2007
Walgreen Co. October 2004 - August 2006
Buckingham Asset Management March 2003 - July 2004
Monsanto Sales Support Center August 2002 - March 2003
Washington University's Career Center May 2000 - August 2002
Skills
Instructional Design, Performance Management, Team Building, Career Development, Leadership Development, Onboarding, Organizational..., Employee Engagement, Succession Planning, Human Resources, Workshop Facilitation, Training, 360 Feedback, Talent Management, Change Management, Coaching, Project Management, Leadership, Workforce Planning, Organizational..., Talent Acquisition, Process Improvement, Employee Relations, MBTI, Organizational Design, Needs Analysis, Interviews, Employee Training, Personnel Management, Deferred Compensation, Training Delivery, HRIS, Executive Coaching, Applicant Tracking..., New Hire Orientations, Job Descriptions, Recruiting, Benefits Administration
Education
Saint Louis University
Bachelor of Arts, Psychology, Graduated Magna Cum Laude
Parkway Central
University of Nebraska at Omaha
MA, Counseling, Graduated with High Honors
Bailey Gilliam's Buckingham Asset Management Experience July 2013 - Present
Job Client Relationship Specialist at Buckingham Family of Financial Services
Industry Financial Services
Experience
Buckingham Asset Management July 2013 - Present
Buckingham Asset Management October 2011 - July 2013
Van Dillen & Flood, P.C. June 2011 - October 2011
Evolution Automation May 2008 - August 2008
Skills
Microsoft Office 2007..., Microsoft Office 2007...
Education
Tulane University - A.B. Freeman School of Business 2007 — 2011
BSM, Finance
Nerinx Hall High School 2003 — 2007
High School Diploma
Buckingham Asset Management July 2013 - Present
Buckingham Asset Management October 2011 - July 2013
Van Dillen & Flood, P.C. June 2011 - October 2011
Evolution Automation May 2008 - August 2008
Skills
Microsoft Office 2007..., Microsoft Office 2007...
Education
Tulane University - A.B. Freeman School of Business 2007 — 2011
BSM, Finance
Nerinx Hall High School 2003 — 2007
High School Diploma
Jim Whiddon's Buckingham Asset Management Experience July 2013 - Present
Job Wealth Advisor and National Thought Leader at Buckingham Asset Management
Industry Financial Services
Experience
Buckingham Asset Management July 2013 - Present
Skills
Strategic Financial..., Investment Advisory, Financial Analysis, Public Speaking, Estate Planning, Radio Host, Published Author
Education
The American College 1994 — 1996
Masters of Science
Texas A&M University 1979 — 1982
Bachelor of Science
Buckingham Asset Management July 2013 - Present
Skills
Strategic Financial..., Investment Advisory, Financial Analysis, Public Speaking, Estate Planning, Radio Host, Published Author
Education
The American College 1994 — 1996
Masters of Science
Texas A&M University 1979 — 1982
Bachelor of Science
Kate Hurley's Buckingham Asset Management Experience May 2012 - June 2014
Job Account Manager at CEB
Industry Management Consulting
Experience
CEB July 2015 - Present
Stoddard Management Company September 2014 - June 2015
Buckingham Asset Management May 2012 - June 2014
Parkworth Wealth Management, Inc. (Formerly Prialta Advisors) January 2012 - May 2012
Parkworth Wealth Management (Formerly Prialta Advisors) March 2011 - January 2012
Prialta Advisors, Inc. August 2009 - February 2011
Prialta Advisors, Inc. January 2008 - July 2009
NBC Universal September 2008 - December 2008
Industrial Economics June 2008 - September 2008
Education
Santa Clara University 2005 — 2009
Economics, Environmental Economics
The School for Field Studies 2007 — 2007
Bachelor's Degree, Economics
CEB July 2015 - Present
Stoddard Management Company September 2014 - June 2015
Buckingham Asset Management May 2012 - June 2014
Parkworth Wealth Management, Inc. (Formerly Prialta Advisors) January 2012 - May 2012
Parkworth Wealth Management (Formerly Prialta Advisors) March 2011 - January 2012
Prialta Advisors, Inc. August 2009 - February 2011
Prialta Advisors, Inc. January 2008 - July 2009
NBC Universal September 2008 - December 2008
Industrial Economics June 2008 - September 2008
Education
Santa Clara University 2005 — 2009
Economics, Environmental Economics
The School for Field Studies 2007 — 2007
Bachelor's Degree, Economics
Jared Kizer, CFA's Buckingham Asset Management Experience May 2010 - Present
Job Chief Investment Officer at Buckingham Asset Management
Industry Investment Management
Experience
Buckingham Asset Management May 2010 - Present
NISA Investment Advisors April 2008 - April 2010
Education
Washington University in St. Louis 2005 — 2008
MS Finance, Finance
Union University
Buckingham Asset Management May 2010 - Present
NISA Investment Advisors April 2008 - April 2010
Education
Washington University in St. Louis 2005 — 2008
MS Finance, Finance
Union University
Shannon O'Toole Kuhlman Shannon O'Toole Kuhlman's Buckingham Asset Management Experience January 2011 - December 2014
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
Hal Thomas Hal Thomas's Buckingham Asset Management Experience September 2012 - Present
Job Wealth Advisor at Buckingham Asset Management
Industry Financial Services
Experience
Buckingham Asset Management September 2012 - Present
Founders Financial Network January 2000 - September 2012
Unisys June 1993 - September 1999
Skills
CERTIFIED FINANCIAL...
Education
University of California, Santa Cruz
Yale University
Bachelor of Engineering (BEng), Electrical and Electronics Engineering
Buckingham Asset Management September 2012 - Present
Founders Financial Network January 2000 - September 2012
Unisys June 1993 - September 1999
Skills
CERTIFIED FINANCIAL...
Education
University of California, Santa Cruz
Yale University
Bachelor of Engineering (BEng), Electrical and Electronics Engineering
Lindsay Pearson Lindsay Pearson's Buckingham Asset Management Experience January 2006 - Present
Job Professional Development Manager
Industry Financial Services
Experience
Buckingham Asset Management January 2006 - Present
Education
Eckerd College 1995 — 1999
Bachelor of Science (B.S.), Psychology
Buckingham Asset Management January 2006 - Present
Education
Eckerd College 1995 — 1999
Bachelor of Science (B.S.), Psychology
Calli Cain Calli Cain's Buckingham Asset Management Experience July 2013 - Present
Job Support Specialist at Buckingham Asset Management
Industry Marketing and Advertising
Experience
Buckingham Asset Management July 2013 - Present
JWA Financial Group June 2011 - June 2013
Education
Texas Christian University 2006 — 2011
Advertising & Public Relations
Texas Christian University 2006 — 2011
Bachelor of Science (B.S.)
Buckingham Asset Management July 2013 - Present
JWA Financial Group June 2011 - June 2013
Education
Texas Christian University 2006 — 2011
Advertising & Public Relations
Texas Christian University 2006 — 2011
Bachelor of Science (B.S.)
Patrick Howard Jr., MBA's Buckingham Asset Management Experience June 2006 - February 2008
Job Managing Principal at Esteemed Accounting Services, LLC
Industry Accounting
Experience
Anheuser-Busch InBev September 2013 - Present
Esteemed Accounting Services, LLC April 2010 - Present
I Heart Arts, LLC 2009 - Present
The Boeing Company October 2008 - September 2013
Charter Communications March 2008 - October 2008
Buckingham Asset Management June 2006 - February 2008
Skills
QuickBooks, Managerial Finance, Microsoft Excel, Leadership, Business Analysis, Strategic Planning, Financial Management, Financial Analysis, Financial Accounting, Cost Accounting, Business Planning, Project Management, Budget Process, Lean Tools, Management Consulting, Corporate Finance, Excel, Tax, PeopleSoft, Communication Skills, Blackline, Long Range Planning, Variance Analysis, Budgets, Oracle Applications, JD Edwards, PowerPoint, Microsoft Office, General Ledger, Account Reconciliation, Strategic Financial..., Management, Accounts Payable, Training
Education
Webster University 2009 — 2010
Masters of Business Administration, Business Administration
Chicago State University 2001 — 2006
Bachelor of Science, Accounting
Anheuser-Busch InBev September 2013 - Present
Esteemed Accounting Services, LLC April 2010 - Present
I Heart Arts, LLC 2009 - Present
The Boeing Company October 2008 - September 2013
Charter Communications March 2008 - October 2008
Buckingham Asset Management June 2006 - February 2008
Skills
QuickBooks, Managerial Finance, Microsoft Excel, Leadership, Business Analysis, Strategic Planning, Financial Management, Financial Analysis, Financial Accounting, Cost Accounting, Business Planning, Project Management, Budget Process, Lean Tools, Management Consulting, Corporate Finance, Excel, Tax, PeopleSoft, Communication Skills, Blackline, Long Range Planning, Variance Analysis, Budgets, Oracle Applications, JD Edwards, PowerPoint, Microsoft Office, General Ledger, Account Reconciliation, Strategic Financial..., Management, Accounts Payable, Training
Education
Webster University 2009 — 2010
Masters of Business Administration, Business Administration
Chicago State University 2001 — 2006
Bachelor of Science, Accounting
RC Balaban RC Balaban's Buckingham Asset Management Experience July 2012 - July 2013
Job Economic Content Strategist at Federal Reserve Bank of St. Louis
Industry Financial Services
Experience
Federal Reserve Bank of St. Louis July 2013 - Present
Buckingham Asset Management July 2012 - July 2013
Buckingham Asset Management January 2011 - July 2012
Buckingham Asset Management December 2006 - January 2011
Waterloo Courier June 2005 - November 2006
Joplin Globe May 2004 - June 2005
Skills
Publications, Editing, Writing, Audio Post Production, Research, Public Relations, Media Relations, Content Management, Book Production, Social Media, Newspapers, Publishing, Video, WordPress, Editorial, Feature Articles, AP Style, Newsletters, Management, Books
Education
University of Missouri-Columbia 2000 — 2004
Bachelors of Journalism-News Editorial, Bachelors of Arts-Economics, Journalism, Economics
Olin Executive Program
Federal Reserve Bank of St. Louis July 2013 - Present
Buckingham Asset Management July 2012 - July 2013
Buckingham Asset Management January 2011 - July 2012
Buckingham Asset Management December 2006 - January 2011
Waterloo Courier June 2005 - November 2006
Joplin Globe May 2004 - June 2005
Skills
Publications, Editing, Writing, Audio Post Production, Research, Public Relations, Media Relations, Content Management, Book Production, Social Media, Newspapers, Publishing, Video, WordPress, Editorial, Feature Articles, AP Style, Newsletters, Management, Books
Education
University of Missouri-Columbia 2000 — 2004
Bachelors of Journalism-News Editorial, Bachelors of Arts-Economics, Journalism, Economics
Olin Executive Program
Craig Corbett Craig Corbett's Buckingham Asset Management Experience February 2010 - December 2010
Job Client Relations at ReceivableSolutions Inc
Industry Hospital & Health Care
Experience
Receivable Solutions Inc March 2015 - Present
U.S. Bank June 2012 - December 2014
Thomson Reuters February 2011 - November 2011
Buckingham Asset Management February 2010 - December 2010
Edward Jones January 1999 - July 2009
Skills
Order Management, Salesforce.com, Customer Service, Customer Relations, Outlook, Account Management, Excel, Problem Solving, Microsoft Office, Process Improvement, Lotus Notes, Siebel, Call Center, Collections, Options, Loss Mitigation, Foreclosures, Bankruptcy, Deed in Lieu, Short Sales, ACH, Wire Transfers, Money Transfers, Mutual Funds, Equity Trading, Fax, Onboarding, Reaching, Status Tracking, Mortgage Banking, Residential Mortgages, Mortgage Servicing, Opening New Accounts, New Account Management, Records Management, Electronic Payments, Compliance, Trade Compliance, Monitoring Progress, Chapter 13 Bankruptcy, Chapter 7, Proactive Monitoring, Contact Information, Contact Center..., Outreach Services, Proactive self-starter, RightFax, Third Party..., Escrow, ACATS
Education
Saint Louis University 1994 — 1998
Marketing, Business
DeSmet Jesuit 1991 — 1994
Receivable Solutions Inc March 2015 - Present
U.S. Bank June 2012 - December 2014
Thomson Reuters February 2011 - November 2011
Buckingham Asset Management February 2010 - December 2010
Edward Jones January 1999 - July 2009
Skills
Order Management, Salesforce.com, Customer Service, Customer Relations, Outlook, Account Management, Excel, Problem Solving, Microsoft Office, Process Improvement, Lotus Notes, Siebel, Call Center, Collections, Options, Loss Mitigation, Foreclosures, Bankruptcy, Deed in Lieu, Short Sales, ACH, Wire Transfers, Money Transfers, Mutual Funds, Equity Trading, Fax, Onboarding, Reaching, Status Tracking, Mortgage Banking, Residential Mortgages, Mortgage Servicing, Opening New Accounts, New Account Management, Records Management, Electronic Payments, Compliance, Trade Compliance, Monitoring Progress, Chapter 13 Bankruptcy, Chapter 7, Proactive Monitoring, Contact Information, Contact Center..., Outreach Services, Proactive self-starter, RightFax, Third Party..., Escrow, ACATS
Education
Saint Louis University 1994 — 1998
Marketing, Business
DeSmet Jesuit 1991 — 1994
Doug Nichols Doug Nichols's Buckingham Asset Management Experience March 2005 - December 2008
Job Wealth Advisor at LarsonAllen Financial
Industry Financial Services
Experience
LarsonAllen Financial February 2010 - Present
Buckingham Asset Management March 2005 - December 2008
Commerce Bank & Trust Company 2003 - 2004
Skills
Wealth Management, Investments, Strategic Financial..., Financial Analysis, 401k, Retirement
Education
University of Missouri-Columbia 1997 — 2001
LarsonAllen Financial February 2010 - Present
Buckingham Asset Management March 2005 - December 2008
Commerce Bank & Trust Company 2003 - 2004
Skills
Wealth Management, Investments, Strategic Financial..., Financial Analysis, 401k, Retirement
Education
University of Missouri-Columbia 1997 — 2001
Kate Woerheide's Buckingham Asset Management Experience September 2007 - March 2009
Job Communications Manager at The Surety & Fidelity Association of America (SFAA)
Industry Insurance
Experience
The Surety & Fidelity Association of America (SFAA) August 2015 - Present
AMPEL Bio Solutions January 2015 - Present
Washington University in St. Louis August 2012 - September 2014
Washington University in St. Louis February 2010 - August 2012
Perigee May 2000 - December 2010
Buckingham Asset Management September 2007 - March 2009
NTDStichler Architecture September 2004 - July 2007
NTD Architecture 2003 - 2007
Skills
Proposal Writing, Event Planning, Community Outreach, Public Relations, Grant Writing, Research, Editing, Management, Fundraising, Marketing, Budgets, Sustainability, Strategy, Nonprofits, Grants, Internal Communications, Strategic Communications, Public Speaking, Program Development, Social Media, Volunteer Management, Press Releases, Higher Education, Writing, Leadership, Microsoft Office, Data Analysis, Strategic Planning, Publicity, Environmental Advocacy, Social Media Marketing, Publications, Marketing Communications, Program Management, Microsoft Excel, Blogging, Media Relations, Marketing Strategy
Education
The Johns Hopkins University 2015 — 2016
Master of Arts (MA), Communication
University of California, San Diego 2000 — 2003
BA, Communications
JEB Stuart HS 1993 — 1997
The Surety & Fidelity Association of America (SFAA) August 2015 - Present
AMPEL Bio Solutions January 2015 - Present
Washington University in St. Louis August 2012 - September 2014
Washington University in St. Louis February 2010 - August 2012
Perigee May 2000 - December 2010
Buckingham Asset Management September 2007 - March 2009
NTDStichler Architecture September 2004 - July 2007
NTD Architecture 2003 - 2007
Skills
Proposal Writing, Event Planning, Community Outreach, Public Relations, Grant Writing, Research, Editing, Management, Fundraising, Marketing, Budgets, Sustainability, Strategy, Nonprofits, Grants, Internal Communications, Strategic Communications, Public Speaking, Program Development, Social Media, Volunteer Management, Press Releases, Higher Education, Writing, Leadership, Microsoft Office, Data Analysis, Strategic Planning, Publicity, Environmental Advocacy, Social Media Marketing, Publications, Marketing Communications, Program Management, Microsoft Excel, Blogging, Media Relations, Marketing Strategy
Education
The Johns Hopkins University 2015 — 2016
Master of Arts (MA), Communication
University of California, San Diego 2000 — 2003
BA, Communications
JEB Stuart HS 1993 — 1997
Kyle Judkins Kyle Judkins's Buckingham Asset Management Experience May 2007 - August 2007
Job Content and Media Insights Sr. Manager at Walmart
Industry Marketing and Advertising
Experience
Walmart February 2013 - Present
LostInTechnology.com March 2008 - August 2013
Walmart June 2011 - February 2013
Wal-Mart January 2010 - June 2011
Social Media Club Northwest Arkansas Chapter June 2009 - May 2010
Wal-Mart June 2008 - January 2010
MakeUseOf.com May 2008 - March 2009
Buckingham Asset Management May 2007 - August 2007
Wal-Mart May 2004 - August 2004
Skills
Blogging, Social Media Marketing, Microsoft Office, Analytics, Social Media Analytics, Social Media Strategy, Content Strategy, Social Media Strategist, Social Media ROI, Social Media Measurement, Social Media Consulting, Social Media, Freelance Writing, Blog Marketing, Wordpress, Technical Marketing, Online Marketing, Customer Insight, WordPress, Brand Management, Integrated Marketing, Brand Development, Leadership, Marketing Communications, Strategy, Competitive Analysis, Social Networking, Google Analytics, Marketing, SEO, Facebook, Market Research, Marketing Strategy, Marketing Research, Management
Education
Washington University in St. Louis 2006 — 2008
MBA, Marketing
University of Arkansas 2002 — 2006
BS, Industrial Engineering
Walmart February 2013 - Present
LostInTechnology.com March 2008 - August 2013
Walmart June 2011 - February 2013
Wal-Mart January 2010 - June 2011
Social Media Club Northwest Arkansas Chapter June 2009 - May 2010
Wal-Mart June 2008 - January 2010
MakeUseOf.com May 2008 - March 2009
Buckingham Asset Management May 2007 - August 2007
Wal-Mart May 2004 - August 2004
Skills
Blogging, Social Media Marketing, Microsoft Office, Analytics, Social Media Analytics, Social Media Strategy, Content Strategy, Social Media Strategist, Social Media ROI, Social Media Measurement, Social Media Consulting, Social Media, Freelance Writing, Blog Marketing, Wordpress, Technical Marketing, Online Marketing, Customer Insight, WordPress, Brand Management, Integrated Marketing, Brand Development, Leadership, Marketing Communications, Strategy, Competitive Analysis, Social Networking, Google Analytics, Marketing, SEO, Facebook, Market Research, Marketing Strategy, Marketing Research, Management
Education
Washington University in St. Louis 2006 — 2008
MBA, Marketing
University of Arkansas 2002 — 2006
BS, Industrial Engineering
Rick Hill, CFP Rick Hill, CFP's Buckingham Asset Management Experience April 1998 - June 2005
Job Founder Hill Investment Group
Industry Investment Management
Experience
Hill Investment Group June 2005 - Present
Buckingham Asset Management April 1998 - June 2005
Anheuser-Busch Companies, Inc. June 1974 - December 1997
Education
University of Pennsylvania - The Wharton School 1965 — 1967
MBA, Finance
Wake Forest University 1961 — 1965
BBA
Hill Investment Group June 2005 - Present
Buckingham Asset Management April 1998 - June 2005
Anheuser-Busch Companies, Inc. June 1974 - December 1997
Education
University of Pennsylvania - The Wharton School 1965 — 1967
MBA, Finance
Wake Forest University 1961 — 1965
BBA
Carrie Lang's Buckingham Asset Management Experience August 2002 - April 2008
Job Yoga Instructor
Industry Health, Wellness and Fitness
Experience
Carrie Lang Yoga June 2009 - Present
Buckingham Asset Management August 2002 - April 2008
Safety National Casualty Corporation 2001 - 2002
McDonald's Corporation June 2000 - December 2000
Skills
Public Speaking, Yoga, Wellness, Meditation, Fitness, Holistic Health, Nutrition, Hatha Yoga, Small Business
Education
YogaSource 2009 — 2009
RYT 200 hrs, Registered Yoga Teacher
Purdue University 1996 — 2000
B.A., Communication
Kripalu
Prenatal Yoga Teacher Certification
Carrie Lang Yoga June 2009 - Present
Buckingham Asset Management August 2002 - April 2008
Safety National Casualty Corporation 2001 - 2002
McDonald's Corporation June 2000 - December 2000
Skills
Public Speaking, Yoga, Wellness, Meditation, Fitness, Holistic Health, Nutrition, Hatha Yoga, Small Business
Education
YogaSource 2009 — 2009
RYT 200 hrs, Registered Yoga Teacher
Purdue University 1996 — 2000
B.A., Communication
Kripalu
Prenatal Yoga Teacher Certification
Kristina L. Puerto's Buckingham Asset Management Experience June 2011 - December 2011
Job Social Strategist at AMD
Industry Marketing and Advertising
Experience
AMD March 2015 - Present
AmeriPro Funding, Inc. May 2014 - March 2015
Freelance Consultant May 2013 - March 2015
Wells Fargo Advisors, LLC October 2013 - March 2014
FleishmanHillard June 2013 - October 2013
The Bradley Scout May 2012 - May 2013
NBCUniversal, Inc. July 2012 - August 2012
PromaxBDA June 2012 - June 2012
The Bradley Scout August 2011 - December 2011
Buckingham Asset Management June 2011 - December 2011
Skills
Social Media, Public Relations, Blogging, Social Media Marketing, Editing, Graphic Design, Content Strategy, Facebook, Press Releases, Public Speaking, Content Development, Content Writing, Content Management, Photoshop, InDesign, SEO Copywriting, Social Networking, Event Planning, Marketing, Adobe Creative Suite, Media Relations, Illustrator, Copy Editing, Copywriting, YouTube, Writing, Microsoft Office, Press Kit Development, LinkedIn, Digital Copywriting, Newsletters, PowerPoint, Corporate Communications, Digital Media
Education
Bradley University 2009 — 2013
B.A., Communications- Public Relations, Social Media Marketing
Parkway West High School 2006 — 2009
High School Diploma, 2009
AMD March 2015 - Present
AmeriPro Funding, Inc. May 2014 - March 2015
Freelance Consultant May 2013 - March 2015
Wells Fargo Advisors, LLC October 2013 - March 2014
FleishmanHillard June 2013 - October 2013
The Bradley Scout May 2012 - May 2013
NBCUniversal, Inc. July 2012 - August 2012
PromaxBDA June 2012 - June 2012
The Bradley Scout August 2011 - December 2011
Buckingham Asset Management June 2011 - December 2011
Skills
Social Media, Public Relations, Blogging, Social Media Marketing, Editing, Graphic Design, Content Strategy, Facebook, Press Releases, Public Speaking, Content Development, Content Writing, Content Management, Photoshop, InDesign, SEO Copywriting, Social Networking, Event Planning, Marketing, Adobe Creative Suite, Media Relations, Illustrator, Copy Editing, Copywriting, YouTube, Writing, Microsoft Office, Press Kit Development, LinkedIn, Digital Copywriting, Newsletters, PowerPoint, Corporate Communications, Digital Media
Education
Bradley University 2009 — 2013
B.A., Communications- Public Relations, Social Media Marketing
Parkway West High School 2006 — 2009
High School Diploma, 2009
Cherie Lewis's Buckingham Asset Management Experience January 2008 - October 2008
Job Marketing & Financial Services Professional
Industry Financial Services
Experience
Renaissance Financial April 2009 - Present
Buckingham Asset Management January 2008 - October 2008
Volz, Inc. February 2006 - August 2007
Theatre Council Productions July 2004 - October 2005
University of Missouri - St. Louis July 2003 - June 2004
Show Me Center October 1998 - May 2003
Education
Southeast Missouri State University 1998 — 2002
BSBA & BS, Integrated Marketing & Advertising
Renaissance Financial April 2009 - Present
Buckingham Asset Management January 2008 - October 2008
Volz, Inc. February 2006 - August 2007
Theatre Council Productions July 2004 - October 2005
University of Missouri - St. Louis July 2003 - June 2004
Show Me Center October 1998 - May 2003
Education
Southeast Missouri State University 1998 — 2002
BSBA & BS, Integrated Marketing & Advertising
Jon Elling's Buckingham Asset Management Experience 2004 - 2005
Job Consulting CTO
Industry Computer Software
Experience
Elling Consulting January 2015 - Present
Haven, Inc. July 2014 - January 2015
Verge Solutions November 2012 - July 2014
Blueprint Health LLC January 2013 - March 2013
Verge Solutions June 2010 - November 2012
Verge Solutions June 2008 - June 2010
Verge Solutions June 2006 - June 2008
Merrill Lynch September 2005 - March 2006
Buckingham Asset Management 2004 - 2005
Global Image 2004 - 2005
Skills
Scala, AngularJS, Java, Certified Scrum Master..., C#, Python, .NET, Microsoft SQL Server, Software Development, SSRS, Agile Methodologies, SQL, JavaScript, Business Intelligence, XML, Agile Project Management, SSIS, HTML, Cross-functional Team..., Thought Leadership, VB.Net, SQL Server, SQL Server 2000-2008, SSAS, Technical Leadership, Strategic Leadership
Education
Florida State University 1997 — 2001
Bachelor of Science, Communication
Elling Consulting January 2015 - Present
Haven, Inc. July 2014 - January 2015
Verge Solutions November 2012 - July 2014
Blueprint Health LLC January 2013 - March 2013
Verge Solutions June 2010 - November 2012
Verge Solutions June 2008 - June 2010
Verge Solutions June 2006 - June 2008
Merrill Lynch September 2005 - March 2006
Buckingham Asset Management 2004 - 2005
Global Image 2004 - 2005
Skills
Scala, AngularJS, Java, Certified Scrum Master..., C#, Python, .NET, Microsoft SQL Server, Software Development, SSRS, Agile Methodologies, SQL, JavaScript, Business Intelligence, XML, Agile Project Management, SSIS, HTML, Cross-functional Team..., Thought Leadership, VB.Net, SQL Server, SQL Server 2000-2008, SSAS, Technical Leadership, Strategic Leadership
Education
Florida State University 1997 — 2001
Bachelor of Science, Communication
Richard Gates, CFP® Richard Gates, CFP®'s Buckingham Asset Management Experience June 2007 - April 2008
Job Midwest Regional Director
Industry Investment Management
Experience
Loring Ward April 2012 - Present
Genworth Financial April 2010 - March 2012
Genworth Financial May 2008 - March 2010
Buckingham Asset Management June 2007 - April 2008
Genworth Financial September 2002 - April 2007
Genworth Financial July 2000 - August 2002
Scudder Investments June 1999 - June 2000
Scudder Investments November 1997 - May 1999
Skills
Financial Planning, Practice Management, Business Relationship..., Business Development, Marketing, Portfolio Management, Wealth Management, Strategic Financial...
Education
Washington State University 1994 — 1997
Bachelor of Science (BS), Chemical Engineering
Central Washington University 1988 — 1992
Bachelor of Arts (B.A.), Business Administration and Management, General
Loring Ward April 2012 - Present
Genworth Financial April 2010 - March 2012
Genworth Financial May 2008 - March 2010
Buckingham Asset Management June 2007 - April 2008
Genworth Financial September 2002 - April 2007
Genworth Financial July 2000 - August 2002
Scudder Investments June 1999 - June 2000
Scudder Investments November 1997 - May 1999
Skills
Financial Planning, Practice Management, Business Relationship..., Business Development, Marketing, Portfolio Management, Wealth Management, Strategic Financial...
Education
Washington State University 1994 — 1997
Bachelor of Science (BS), Chemical Engineering
Central Washington University 1988 — 1992
Bachelor of Arts (B.A.), Business Administration and Management, General
David C. Fischer, CFA's Buckingham Asset Management Experience December 2014 - July 2015
Job Senior Advisor, Arête High Performance Advisors
Industry Financial Services
Experience
Buckingham Asset Management December 2014 - July 2015
The Common k September 2013 - December 2014
Reinsurance Group of America March 2004 - September 2013
Capstone Advisors, LLC October 2000 - December 2003
Lincoln Investment Management May 1988 - October 2000
Skills
ALM, Enterprise Risk..., Insurance, Investments, Portfolio Management, Risk Management, Financial Risk, Alternative Investments, Investment Strategies, Capital Management, Economic Capital, Reinsurance, Fixed Income, Pensions, Finance, Financial Modeling, Bonds, Investment Management, Mutual Funds, Securities, Asset Allocation
Education
Indiana University - Kelley School of Business 1987 — 1988
Master of Business Administration (MBA), Finance, General
University of Evansville 1976 — 1980
BS, Accounting
Buckingham Asset Management December 2014 - July 2015
The Common k September 2013 - December 2014
Reinsurance Group of America March 2004 - September 2013
Capstone Advisors, LLC October 2000 - December 2003
Lincoln Investment Management May 1988 - October 2000
Skills
ALM, Enterprise Risk..., Insurance, Investments, Portfolio Management, Risk Management, Financial Risk, Alternative Investments, Investment Strategies, Capital Management, Economic Capital, Reinsurance, Fixed Income, Pensions, Finance, Financial Modeling, Bonds, Investment Management, Mutual Funds, Securities, Asset Allocation
Education
Indiana University - Kelley School of Business 1987 — 1988
Master of Business Administration (MBA), Finance, General
University of Evansville 1976 — 1980
BS, Accounting
David Ressner David Ressner's Buckingham Asset Management Experience December 2003 - Present
Job Wealth Advisor
Industry Financial Services
Experience
Buckingham Asset Management December 2003 - Present
Ressner Financial Planning February 2002 - December 2003
American Express Financial Advisors July 2001 - February 2002
Skills
Risk Management, Estate Planning, Asset Management, Investments, High Net Worth..., Wealth Management, Equities, Fixed Income, Wealth, Asset Allocation, Portfolio Management, Retirement, Mutual Funds, Institutional Clients, Portfolios, Investment Advisory, Endowments, Bonds, Financial Planning, Fund Managers, Value Investing, Institutional Investors, Personal Finance, Institutional, Retirement Planning, Financial Advisory, ETFs, Financial Markets, Pensions, 401k, Stocks
Education
University of Missouri-Columbia 1993 — 1995
MA
Grinnell College 1988 — 1992
BA
Buckingham Asset Management December 2003 - Present
Ressner Financial Planning February 2002 - December 2003
American Express Financial Advisors July 2001 - February 2002
Skills
Risk Management, Estate Planning, Asset Management, Investments, High Net Worth..., Wealth Management, Equities, Fixed Income, Wealth, Asset Allocation, Portfolio Management, Retirement, Mutual Funds, Institutional Clients, Portfolios, Investment Advisory, Endowments, Bonds, Financial Planning, Fund Managers, Value Investing, Institutional Investors, Personal Finance, Institutional, Retirement Planning, Financial Advisory, ETFs, Financial Markets, Pensions, 401k, Stocks
Education
University of Missouri-Columbia 1993 — 1995
MA
Grinnell College 1988 — 1992
BA
Stuart Zimmerman CPA/PFS Stuart Zimmerman CPA/PFS's Buckingham Asset Management Experience June 1994 - 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
Wendy Hartman Wendy Hartman's Buckingham Asset Management Experience October 2010 - Present
Job Wealth Advisor at Buckingham Asset Management
Industry Investment Management
Experience
Buckingham Asset Management October 2010 - Present
Enterprise Bank & Trust February 2005 - October 2010
Education
Saint Louis University 1998 — 2001
Masters, Finance
Truman State University 1993 — 1997
BS, Marketing
Buckingham Asset Management October 2010 - Present
Enterprise Bank & Trust February 2005 - October 2010
Education
Saint Louis University 1998 — 2001
Masters, Finance
Truman State University 1993 — 1997
BS, Marketing
Karen Schulte's Buckingham Asset Management Experience July 2014 - Present
Job
Industry Financial Services
Experience
Buckingham Asset Management July 2014 - Present
Education
Northwestern State University
B.A, Journalism/Communications
Buckingham Asset Management July 2014 - Present
Education
Northwestern State University
B.A, Journalism/Communications
Shane Morrison Shane Morrison's Buckingham Asset Management Experience June 2003 - March 2006
Job Licensed Personal Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2014 - Present
Scottrade July 2010 - August 2013
Scottrade October 2007 - July 2010
Scottrade April 2006 - October 2007
Buckingham Asset Management June 2003 - March 2006
Office of the Attorney General of Pennsylvania April 2001 - August 2002
Skills
Securities, Fixed Income, Series 7, Bonds, Mutual Funds, Management, Trading, Options, Portfolio Management, Business Development, Series 24, Banking, FINRA, Series 63, Equities, Investments, Financial Services, Finance, Retirement Planning, Customer Service, Microsoft Office, Series 65, Life Insurance, Health Insurance
Education
Messiah College 1997 — 2002
B.A., Political Science
Wells Fargo March 2014 - Present
Scottrade July 2010 - August 2013
Scottrade October 2007 - July 2010
Scottrade April 2006 - October 2007
Buckingham Asset Management June 2003 - March 2006
Office of the Attorney General of Pennsylvania April 2001 - August 2002
Skills
Securities, Fixed Income, Series 7, Bonds, Mutual Funds, Management, Trading, Options, Portfolio Management, Business Development, Series 24, Banking, FINRA, Series 63, Equities, Investments, Financial Services, Finance, Retirement Planning, Customer Service, Microsoft Office, Series 65, Life Insurance, Health Insurance
Education
Messiah College 1997 — 2002
B.A., Political Science
Tim Maurer Tim Maurer's Buckingham Asset Management Experience February 2014 - Present
Job Advisor, Speaker and Author
Industry Financial Services
Experience
The BAM ALLIANCE February 2014 - Present
Buckingham Asset Management February 2014 - Present
CNBC April 2009 - Present
Forbes Magazine November 2011 - Present
Money July 2014 - Present
Towson University January 2008 - May 2014
The Financial Consulate, Inc. January 2007 - February 2014
First Horizon Wealth Management July 2004 - December 2006
Skills
Relationship, Writing, Public Speaking, Strategic Financial..., Blogging, Non-profits, Investments, Retirement Planning, Inter-personal, Program Management, Nonprofits, Financial Advisory, Finance, Personal Finance, Wealth Management, Wealth, Music, Asset Management, Musical Instruments, Retirement, Strategic Planning, Entrepreneurship, Estate Planning, Musicians, Accounting, Asset Allocation
Education
Towson University 1996 — 1998
Bachelor of Science in Business Administration, Finance
Fallston High School 1990 — 1993
The BAM ALLIANCE February 2014 - Present
Buckingham Asset Management February 2014 - Present
CNBC April 2009 - Present
Forbes Magazine November 2011 - Present
Money July 2014 - Present
Towson University January 2008 - May 2014
The Financial Consulate, Inc. January 2007 - February 2014
First Horizon Wealth Management July 2004 - December 2006
Skills
Relationship, Writing, Public Speaking, Strategic Financial..., Blogging, Non-profits, Investments, Retirement Planning, Inter-personal, Program Management, Nonprofits, Financial Advisory, Finance, Personal Finance, Wealth Management, Wealth, Music, Asset Management, Musical Instruments, Retirement, Strategic Planning, Entrepreneurship, Estate Planning, Musicians, Accounting, Asset Allocation
Education
Towson University 1996 — 1998
Bachelor of Science in Business Administration, Finance
Fallston High School 1990 — 1993
Benjamin Sinclair's Buckingham Asset Management Experience January 2013 - Present
Job Web Applications Manager at Buckingham Asset Management
Industry Computer Software
Experience
Buckingham Asset Management January 2013 - Present
Buckingham Asset Management December 2012 - October 2013
Buckingham Asset Management September 2005 - January 2013
Stockell May 2005 - September 2005
Miken Technologies July 2002 - May 2005
Skills
Microsoft SQL Server, VB.NET, Databases, Web Applications, SQL, T-SQL, Database Design, SSIS, SDLC, Agile Methodologies, Business Intelligence, C#
Education
Truman State University 1997 — 2001
Bachelor of Science (BS), Computer Science
Buckingham Asset Management January 2013 - Present
Buckingham Asset Management December 2012 - October 2013
Buckingham Asset Management September 2005 - January 2013
Stockell May 2005 - September 2005
Miken Technologies July 2002 - May 2005
Skills
Microsoft SQL Server, VB.NET, Databases, Web Applications, SQL, T-SQL, Database Design, SSIS, SDLC, Agile Methodologies, Business Intelligence, C#
Education
Truman State University 1997 — 2001
Bachelor of Science (BS), Computer Science
Chris Stephan's Buckingham Asset Management Experience March 2004 - Present
Job Software Developer/Analyst at Buckingham Asset Management
Industry Computer Software
Experience
Buckingham Asset Management March 2004 - Present
Skills
ASP.NET, VB.NET, C#, HTML, AJAX, SQL 2008/2005/2000, SSIS, Web Design, Web Development, Visual Studio, jQuery, Agile Methodologies
Education
University of Missouri-Saint Louis 1999 — 2003
B.S. Management Information Systems
Buckingham Asset Management March 2004 - Present
Skills
ASP.NET, VB.NET, C#, HTML, AJAX, SQL 2008/2005/2000, SSIS, Web Design, Web Development, Visual Studio, jQuery, Agile Methodologies
Education
University of Missouri-Saint Louis 1999 — 2003
B.S. Management Information Systems
Ben Lanning's Buckingham Asset Management Experience January 2013 - Present
Job Director of Trading Operations at Buckingham Asset Management
Industry Financial Services
Experience
Buckingham Asset Management January 2013 - Present
Buckingham Asset Management January 2005 - January 2008
Education
Eckerd College
Buckingham Asset Management January 2013 - Present
Buckingham Asset Management January 2005 - January 2008
Education
Eckerd College
Doug McCulley's Buckingham Asset Management Experience July 2013 - Present
Job Wealth Advisor at Buckingham Asset Management
Industry Financial Services
Holly Head's Buckingham Asset Management Experience August 2012 - October 2014
Job Human Resources Manager
Industry Human Resources
Experience
Buckingham Asset Management August 2012 - October 2014
Osborn Barr 2006 - August 2012
Osborn Barr September 2002 - June 2006
Golin Harris 2000 - 2002
Education
Southern Illinois University, Edwardsville 1995 — 1998
Buckingham Asset Management August 2012 - October 2014
Osborn Barr 2006 - August 2012
Osborn Barr September 2002 - June 2006
Golin Harris 2000 - 2002
Education
Southern Illinois University, Edwardsville 1995 — 1998
Emily Allen's Buckingham Asset Management Experience July 2015 - Present
Job Portfolio Advisor at Buckingham Asset Management
Industry Financial Services
Experience
Buckingham Asset Management July 2015 - Present
Posey Capital Management August 2011 - June 2015
Brennan Financial Services May 2010 - April 2011
Oppenheimer & Co., Inc. March 2009 - May 2010
Rosen Systems, Inc. November 2005 - April 2008
Travis Mitchell Auctions August 2000 - October 2005
Education
The University of Texas at Dallas 2004 — 2007
Bachelor's degree, Economics and Finance
Buckingham Asset Management July 2015 - Present
Posey Capital Management August 2011 - June 2015
Brennan Financial Services May 2010 - April 2011
Oppenheimer & Co., Inc. March 2009 - May 2010
Rosen Systems, Inc. November 2005 - April 2008
Travis Mitchell Auctions August 2000 - October 2005
Education
The University of Texas at Dallas 2004 — 2007
Bachelor's degree, Economics and Finance
Brian Haywood's Buckingham Asset Management Experience January 2013 - Present
Job Director of Fixed Income Trading Desk at Buckingham Asset Management
Industry Financial Services
Experience
Buckingham Asset Management January 2013 - Present
Buckingham Asset Management September 2006 - December 2012
UMB Bank March 2003 - September 2006
Skills
Portfolio Management, Wealth Management, Investments, Strategic Financial..., Investment Advisory, Retirement Planning, Asset Management, Investment Strategies, Mutual Funds, Investment Management, Financial Analysis, 401k, Financial Advisory, Retirement, Fixed Income, Finance
Education
Saint Louis University 2000 — 2002
Bachelor of Science (B.S.), Finance, General
Marquette University 1998 — 2000
Finance, General
Buckingham Asset Management January 2013 - Present
Buckingham Asset Management September 2006 - December 2012
UMB Bank March 2003 - September 2006
Skills
Portfolio Management, Wealth Management, Investments, Strategic Financial..., Investment Advisory, Retirement Planning, Asset Management, Investment Strategies, Mutual Funds, Investment Management, Financial Analysis, 401k, Financial Advisory, Retirement, Fixed Income, Finance
Education
Saint Louis University 2000 — 2002
Bachelor of Science (B.S.), Finance, General
Marquette University 1998 — 2000
Finance, General
Christopher Girbes Pierce CFP®'s Buckingham Asset Management Experience August 2011 - June 2013
Job Founder & CEO at Enlightened Wealth Management
Industry Financial Services
Experience
Enlightened Wealth Management 2015 - Present
MoneyZen Wealth Management July 2013 - February 2015
Buckingham Asset Management August 2011 - June 2013
PNC Investments November 2009 - August 2011
PNC Investments November 2008 - December 2009
Kinsell, Newcomb & De Dios, Inc. July 2005 - February 2009
Education
Principia College 1999 — 2003
BA, Business Administration, Spanish
Enlightened Wealth Management 2015 - Present
MoneyZen Wealth Management July 2013 - February 2015
Buckingham Asset Management August 2011 - June 2013
PNC Investments November 2009 - August 2011
PNC Investments November 2008 - December 2009
Kinsell, Newcomb & De Dios, Inc. July 2005 - February 2009
Education
Principia College 1999 — 2003
BA, Business Administration, Spanish
Erica Bouchard, CFP®'s Buckingham Asset Management Experience January 2010 - Present
Job Wealth Advisor at Buckingham Asset Management
Industry Financial Services
Experience
Buckingham Asset Management January 2010 - Present
Enterprise Bank & Trust September 2005 - January 2010
Terril & Company July 2002 - August 2005
Education
Webster University 2005 — 2007
MBA, Business
University of Missouri-Saint Louis 1997 — 2001
Bachelor of Arts, Communication
Buckingham Asset Management January 2010 - Present
Enterprise Bank & Trust September 2005 - January 2010
Terril & Company July 2002 - August 2005
Education
Webster University 2005 — 2007
MBA, Business
University of Missouri-Saint Louis 1997 — 2001
Bachelor of Arts, Communication
Ashok Tadakamalla's Buckingham Asset Management Experience October 2006 - June 2008
Job Technical Lead at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2013 - Present
Reinsurance Group of America October 2012 - May 2013
Equifax Workforce Solutions November 2009 - October 2012
Wells Fargo Advisors June 2008 - November 2009
Buckingham Asset Management October 2006 - June 2008
Corning Incorporated January 2004 - March 2006
Anheuser-Busch Companies, Inc. 2006 - 2006
Illinois Environmental protection agency August 2002 - December 2003
Skills
C#, jQuery, ASP.NET MVC, .NET, Visual Studio, TFS, Oracle, E-commerce, T-SQL, VB.NET, IIS, ASP.NET, Microsoft SQL Server, AJAX, SQL, WCF Services, SOA, Web Services, Java, SharePoint, JavaScript, SSIS, WCF, XML, PL/SQL, ASP, VBScript, Visio, Requirements Analysis, DB2, SDLC, SSRS, Design Patterns, HTML
Education
University of Illinois Springfield 2001 — 2003
Master of Science, Computer Science
P.E.S Institute of Technology 1996 — 2000
Bachelor of Engineering, Manufacturing Engineering
Wells Fargo Advisors May 2013 - Present
Reinsurance Group of America October 2012 - May 2013
Equifax Workforce Solutions November 2009 - October 2012
Wells Fargo Advisors June 2008 - November 2009
Buckingham Asset Management October 2006 - June 2008
Corning Incorporated January 2004 - March 2006
Anheuser-Busch Companies, Inc. 2006 - 2006
Illinois Environmental protection agency August 2002 - December 2003
Skills
C#, jQuery, ASP.NET MVC, .NET, Visual Studio, TFS, Oracle, E-commerce, T-SQL, VB.NET, IIS, ASP.NET, Microsoft SQL Server, AJAX, SQL, WCF Services, SOA, Web Services, Java, SharePoint, JavaScript, SSIS, WCF, XML, PL/SQL, ASP, VBScript, Visio, Requirements Analysis, DB2, SDLC, SSRS, Design Patterns, HTML
Education
University of Illinois Springfield 2001 — 2003
Master of Science, Computer Science
P.E.S Institute of Technology 1996 — 2000
Bachelor of Engineering, Manufacturing Engineering
Ken Katzif's Buckingham Asset Management Experience December 2014 - Present
Job Board of Directors, Missouri Council on Economic Education
Industry Nonprofit Organization Management
Experience
Buckingham Asset Management December 2014 - Present
St. Louis Council on Economic Education September 2011 - June 2014
Missouri Council on Economic Education June 2012 - November 2012
Buckingham Asset Management January 2009 - June 2012
Buckingham Asset Management January 2003 - January 2009
Cap Gemini Ernst & Young June 1999 - July 2002
Ernst & Young LLP February 1989 - June 1999
Ernst & Whinney 1989 - 1990
Education
Purdue University 1968 — 1973
Masters, Engineering
Buckingham Asset Management December 2014 - Present
St. Louis Council on Economic Education September 2011 - June 2014
Missouri Council on Economic Education June 2012 - November 2012
Buckingham Asset Management January 2009 - June 2012
Buckingham Asset Management January 2003 - January 2009
Cap Gemini Ernst & Young June 1999 - July 2002
Ernst & Young LLP February 1989 - June 1999
Ernst & Whinney 1989 - 1990
Education
Purdue University 1968 — 1973
Masters, Engineering
Hugh Alter's Buckingham Asset Management 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
Harold Walton, CFA's Buckingham Asset Management Experience 2001 - 2010
Job Manager Strategy Group Senior Analyst
Industry Financial Services
Experience
Wells Fargo Advisors May 2011 - Present
Hammond Associates (& Mercer) April 2010 - April 2011
Buckingham Asset Management 2001 - 2010
Skills
Asset Allocation, Investment Management, Investment Strategies, Asset Managment, Portfolio Management, Investments, Wealth Management, Mutual Funds, Equities, Risk Management, Financial Analysis, Finance, Fixed Income, Bonds, Strategy
Education
University of Missouri-Columbia
Bachelor of Arts (BA), Economics
Washington University in St. Louis
Master of Business Administration (MBA), Finance, General
Wells Fargo Advisors May 2011 - Present
Hammond Associates (& Mercer) April 2010 - April 2011
Buckingham Asset Management 2001 - 2010
Skills
Asset Allocation, Investment Management, Investment Strategies, Asset Managment, Portfolio Management, Investments, Wealth Management, Mutual Funds, Equities, Risk Management, Financial Analysis, Finance, Fixed Income, Bonds, Strategy
Education
University of Missouri-Columbia
Bachelor of Arts (BA), Economics
Washington University in St. Louis
Master of Business Administration (MBA), Finance, General
Elsie (Chen) Luo's Buckingham Asset Management Experience June 2009 - September 2009
Job Investment Performance Analyst at Washington University Investment Management Company
Industry Higher Education
Experience
Washington University in St. Louis April 2015 - Present
Washington University in St. Louis June 2010 - Present
Wells Fargo Advisors, LLC January 2010 - June 2010
Scottrade September 2009 - January 2010
Buckingham Asset Management June 2009 - September 2009
Bailey Southwell & Co. October 2008 - April 2009
Shanghai CFETS-ICAP International Money Broking Co., Ltd. April 2008 - May 2008
Siemens VDO Automotive China / Continental China September 2007 - March 2008
Skills
Valuation, Financial Analysis, Corporate Finance, Financial Modeling, Brokerage, Fixed Income, Credit, Investments, Bloomberg, Portfolio Management, Due Diligence, Strategic Financial..., Finance
Education
Washington University in St. Louis - Olin Business School 2008 — 2009
Master, Finance
Shanghai University of Finance and Economics 2004 — 2008
Bachelor, Financial Engineering
Washington University in St. Louis April 2015 - Present
Washington University in St. Louis June 2010 - Present
Wells Fargo Advisors, LLC January 2010 - June 2010
Scottrade September 2009 - January 2010
Buckingham Asset Management June 2009 - September 2009
Bailey Southwell & Co. October 2008 - April 2009
Shanghai CFETS-ICAP International Money Broking Co., Ltd. April 2008 - May 2008
Siemens VDO Automotive China / Continental China September 2007 - March 2008
Skills
Valuation, Financial Analysis, Corporate Finance, Financial Modeling, Brokerage, Fixed Income, Credit, Investments, Bloomberg, Portfolio Management, Due Diligence, Strategic Financial..., Finance
Education
Washington University in St. Louis - Olin Business School 2008 — 2009
Master, Finance
Shanghai University of Finance and Economics 2004 — 2008
Bachelor, Financial Engineering
Doug Barnhart (DougBarnhart@GMail.com)'s Buckingham Asset Management Experience December 2003 - September 2011
Job Software Developer at DataVerify
Industry Financial Services
Experience
DataVerify September 2011 - Present
Buckingham Asset Management December 2003 - September 2011
National Equity Title Corporation May 2003 - December 2003
Anheuser-Busch February 1998 - May 2003
Ameren June 1997 - February 1998
Maritz May 1994 - June 1997
United States Postal Service November 1993 - April 1994
Brown Shoe Company June 1989 - November 1993
Skills
Web Design, Web Development, ASP.NET, VB.NET, C#, HTML, CSS, jQuery, AJAX, Database Design, SQL Server, Transac-SQL, DDL, DML, DTS, SSIS, SQL Performance Tuning, Project Management, Microsoft SQL Server, Visual Basic, Data Manipulation, Software Development, T-SQL
Education
Maryville University of Saint Louis 1992 — 1994
MBA, emphasis in IT Management
Missouri State University 1985 — 1989
BS, Computer Information Systems; BS Minor, Management
DataVerify September 2011 - Present
Buckingham Asset Management December 2003 - September 2011
National Equity Title Corporation May 2003 - December 2003
Anheuser-Busch February 1998 - May 2003
Ameren June 1997 - February 1998
Maritz May 1994 - June 1997
United States Postal Service November 1993 - April 1994
Brown Shoe Company June 1989 - November 1993
Skills
Web Design, Web Development, ASP.NET, VB.NET, C#, HTML, CSS, jQuery, AJAX, Database Design, SQL Server, Transac-SQL, DDL, DML, DTS, SSIS, SQL Performance Tuning, Project Management, Microsoft SQL Server, Visual Basic, Data Manipulation, Software Development, T-SQL
Education
Maryville University of Saint Louis 1992 — 1994
MBA, emphasis in IT Management
Missouri State University 1985 — 1989
BS, Computer Information Systems; BS Minor, Management
Jeff Eschman's Buckingham Asset Management Experience July 2015 - Present
Job Wealth Advisor at Buckingham Asset Management
Industry Financial Services
Experience
Buckingham Asset Management July 2015 - Present
Posey Capital Management Inc March 2009 - June 2015
Brazos Financial Advisors, LLC January 2007 - March 2009
Garrett Planning Network 2007 - 2009
Marathon Oil Company June 1990 - June 2006
Skills
Portfolio Management, Asset Allocation, Investments, Personal Financial..., Estate Planning, Insurance, Retirement Planning, Qualified Retirement..., Asset Protection
Education
The University of Texas at Austin 1986 — 1990
BS Mechanical Engineering
Rice University 2005 — 2006
Certified Financial Planner Education Program
Buckingham Asset Management July 2015 - Present
Posey Capital Management Inc March 2009 - June 2015
Brazos Financial Advisors, LLC January 2007 - March 2009
Garrett Planning Network 2007 - 2009
Marathon Oil Company June 1990 - June 2006
Skills
Portfolio Management, Asset Allocation, Investments, Personal Financial..., Estate Planning, Insurance, Retirement Planning, Qualified Retirement..., Asset Protection
Education
The University of Texas at Austin 1986 — 1990
BS Mechanical Engineering
Rice University 2005 — 2006
Certified Financial Planner Education Program
Greg Bierbaum's Buckingham Asset Management Experience 2001 - 2006
Job Owner, TLG Computer Services
Industry Computer Networking
Experience
TLG Computer Services December 2007 - Present
Buckingham Asset Management 2001 - 2006
Skills
Portfolio Management, Network Administration, Project Management, Microsoft SQL Server, Strategic Planning, Microsoft Office, Asset Managment, Data Analysis, Asset Management, SQL, Entrepreneurship, New Business Development, Troubleshooting, Web Design, Windows Server
Education
Southern Illinois University, Edwardsville 1994 — 1995
BS, Electrical Engineering
TLG Computer Services December 2007 - Present
Buckingham Asset Management 2001 - 2006
Skills
Portfolio Management, Network Administration, Project Management, Microsoft SQL Server, Strategic Planning, Microsoft Office, Asset Managment, Data Analysis, Asset Management, SQL, Entrepreneurship, New Business Development, Troubleshooting, Web Design, Windows Server
Education
Southern Illinois University, Edwardsville 1994 — 1995
BS, Electrical Engineering
Joseph Hempen's Buckingham Asset Management Experience May 1998 - Present
Job Principal and COOFixed Income at Buckingham Asset Management
Industry Financial Services
Experience
Buckingham Asset Management May 1998 - Present
Nationsbank January 1995 - January 1997
Boatmen's National Bank January 1987 - January 1997
First National Bank in St. Louis July 1979 - January 1987
Education
Washington University in St. Louis - Olin Business School 1981 — 1984
MBA, Finance
University of Missouri-Saint Louis 1974 — 1978
BSBA, Finance, Accounting
Buckingham Asset Management May 1998 - Present
Nationsbank January 1995 - January 1997
Boatmen's National Bank January 1987 - January 1997
First National Bank in St. Louis July 1979 - January 1987
Education
Washington University in St. Louis - Olin Business School 1981 — 1984
MBA, Finance
University of Missouri-Saint Louis 1974 — 1978
BSBA, Finance, Accounting
Tim Ebert's Buckingham Asset Management Experience October 2009 - May 2010
Job Director of Development at CommVergent Technologies
Industry Information Technology and Services
Experience
CommVergent Technologies July 2015 - Present
Utilimap Corporation September 2010 - June 2015
Harris Bank May 2010 - October 2010
Buckingham Asset Management October 2009 - May 2010
Fidelity June 2009 - October 2009
Realtime Results May 2009 - June 2009
TD Ameritrade January 2009 - May 2009
Buckingham Asset Management July 2003 - November 2008
The Keystone Partnership April 2003 - July 2003
Digital Consulting & Software Services November 1999 - March 2003
Skills
ASP.NET, C#, .NET, Visual Studio, VB.NET, XML, Web Services, T-SQL, AJAX, SQL, JavaScript, ASP, Database Design, Visio, HTML, Web Applications, Visual Basic, IIS, Databases, Microsoft SQL Server, Requirements Analysis, VBScript
Education
Columbia College 1997 — 1999
BS, Computer Information Systems
St. Louis Community College at Florissant Valley 1991 — 1993
Associates, Chemical Technology
CommVergent Technologies July 2015 - Present
Utilimap Corporation September 2010 - June 2015
Harris Bank May 2010 - October 2010
Buckingham Asset Management October 2009 - May 2010
Fidelity June 2009 - October 2009
Realtime Results May 2009 - June 2009
TD Ameritrade January 2009 - May 2009
Buckingham Asset Management July 2003 - November 2008
The Keystone Partnership April 2003 - July 2003
Digital Consulting & Software Services November 1999 - March 2003
Skills
ASP.NET, C#, .NET, Visual Studio, VB.NET, XML, Web Services, T-SQL, AJAX, SQL, JavaScript, ASP, Database Design, Visio, HTML, Web Applications, Visual Basic, IIS, Databases, Microsoft SQL Server, Requirements Analysis, VBScript
Education
Columbia College 1997 — 1999
BS, Computer Information Systems
St. Louis Community College at Florissant Valley 1991 — 1993
Associates, Chemical Technology
Phil Usry's Buckingham Asset Management Experience April 2013 - Present
Job Business Analyst at Buckingham Asset Management
Industry Financial Services
Experience
Buckingham Asset Management April 2013 - Present
Buckingham Asset Management November 2010 - April 2013
Buckingham Asset Management October 2007 - November 2010
The Todd Organization October 2005 - October 2007
Education
University of Missouri-Columbia, College of Business 2001 — 2005
BSBA, Finance
Buckingham Asset Management April 2013 - Present
Buckingham Asset Management November 2010 - April 2013
Buckingham Asset Management October 2007 - November 2010
The Todd Organization October 2005 - October 2007
Education
University of Missouri-Columbia, College of Business 2001 — 2005
BSBA, Finance
Joshua Ernst's Buckingham Asset Management Experience June 2007 - March 2013
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
Jenny Baraba's Buckingham Asset Management Experience March 2013 - Present
Job
Industry Investment Management
Experience
Buckingham Asset Management March 2013 - Present
Parkside Financial Bank & Trust April 2012 - March 2013
Regions Financial Corporation July 2006 - July 2010
Education
Saint Louis University School of Law 2010 — 2012
Birmingham-Southern College 2001 — 2005
Bachelor of Arts, International Studies
Goethe Institute - Freiburg,Germany
Language Immersion
Buckingham Asset Management March 2013 - Present
Parkside Financial Bank & Trust April 2012 - March 2013
Regions Financial Corporation July 2006 - July 2010
Education
Saint Louis University School of Law 2010 — 2012
Birmingham-Southern College 2001 — 2005
Bachelor of Arts, International Studies
Goethe Institute - Freiburg,Germany
Language Immersion
Maurianna Randazzo's Buckingham Asset Management Experience February 2009 - August 2009
Job Social Media Manager at GROUP360 Worldwide
Industry Marketing and Advertising
Experience
GROUP360 Worldwide November 2014 - Present
Coolfire Studios June 2014 - September 2014
Major Brands February 2012 - June 2014
Scorch Agency March 2011 - December 2011
Osborn & Barr April 2010 - October 2010
World Trade Center St. Louis October 2009 - December 2009
Buckingham Asset Management February 2009 - August 2009
Skills
Social Media, Integrated Marketing, Public Relations, Social Media Marketing, Event Planning, Marketing Communications, Digital Marketing, Sales, Email Marketing, Marketing, Account Management, Marketing Strategy, Facebook, Event Management, Advertising, Press Releases, Copywriting, Copy Editing, Media Relations
Education
Saint Louis University 2005 — 2009
Bachelor of Business Administration, Marketing
Webster University
Master of Arts (MA), Advertising and Marketing Communications
GROUP360 Worldwide November 2014 - Present
Coolfire Studios June 2014 - September 2014
Major Brands February 2012 - June 2014
Scorch Agency March 2011 - December 2011
Osborn & Barr April 2010 - October 2010
World Trade Center St. Louis October 2009 - December 2009
Buckingham Asset Management February 2009 - August 2009
Skills
Social Media, Integrated Marketing, Public Relations, Social Media Marketing, Event Planning, Marketing Communications, Digital Marketing, Sales, Email Marketing, Marketing, Account Management, Marketing Strategy, Facebook, Event Management, Advertising, Press Releases, Copywriting, Copy Editing, Media Relations
Education
Saint Louis University 2005 — 2009
Bachelor of Business Administration, Marketing
Webster University
Master of Arts (MA), Advertising and Marketing Communications
Patrick Fang, CFA's Buckingham Asset Management Experience June 2010 - December 2010
Job Vice President at Markit
Industry Financial Services
Experience
Markit February 2011 - Present
QSG (Acquired by Markit) February 2011 - November 2011
Buckingham Asset Management June 2010 - December 2010
Lincoln Financial Advisors June 2010 - August 2010
Google February 2009 - June 2009
Skills
Matlab, SQL, R, Data Analysis, TCA, Equity Trading, FX Trading, Electronic Trading, Market Structure
Education
Washington University in St. Louis 2009 — 2010
MS
Washington University in St. Louis - Olin Business School 2009 — 2010
Master of Science (MS)
University of Pennsylvania - The Wharton School 2009 — 2009
Foreign Study
Shanghai Institute of Foreign Trade 2005 — 2009
Bachelor's degree
Markit February 2011 - Present
QSG (Acquired by Markit) February 2011 - November 2011
Buckingham Asset Management June 2010 - December 2010
Lincoln Financial Advisors June 2010 - August 2010
Google February 2009 - June 2009
Skills
Matlab, SQL, R, Data Analysis, TCA, Equity Trading, FX Trading, Electronic Trading, Market Structure
Education
Washington University in St. Louis 2009 — 2010
MS
Washington University in St. Louis - Olin Business School 2009 — 2010
Master of Science (MS)
University of Pennsylvania - The Wharton School 2009 — 2009
Foreign Study
Shanghai Institute of Foreign Trade 2005 — 2009
Bachelor's degree
Stephen Schranck's Buckingham Asset Management Experience July 2013 - Present
Job Client Service Specialist at Buckingham
Industry Financial Services
Experience
Buckingham Asset Management July 2013 - Present
MassMutual Financial Group July 2012 - July 2013
Edward Jones June 2010 - July 2012
Edward Jones January 2010 - May 2010
Scheffel & Company May 2008 - August 2008
Education
Carthage College
BA, Accounting
Marquette Catholic High School
Buckingham Asset Management July 2013 - Present
MassMutual Financial Group July 2012 - July 2013
Edward Jones June 2010 - July 2012
Edward Jones January 2010 - May 2010
Scheffel & Company May 2008 - August 2008
Education
Carthage College
BA, Accounting
Marquette Catholic High School
Sean Hejna's Buckingham Asset Management Experience March 2012 - May 2015
Job Data and Information Services Manager at Buckingham
Industry Financial Services
Experience
Buckingham Family of Financial Services January 2015 - Present
Buckingham Asset Management March 2012 - May 2015
Buckingham Asset Management February 2011 - March 2012
Kozeny & McCubbin, LC 2009 - February 2011
Education
Webster University 2009 — 2010
Masters in Business Administration, Finance
University of Missouri-Columbia, College of Business 2005 — 2009
Bachelors of Science in Business Administration, Finance and Real Estate
Buckingham Family of Financial Services January 2015 - Present
Buckingham Asset Management March 2012 - May 2015
Buckingham Asset Management February 2011 - March 2012
Kozeny & McCubbin, LC 2009 - February 2011
Education
Webster University 2009 — 2010
Masters in Business Administration, Finance
University of Missouri-Columbia, College of Business 2005 — 2009
Bachelors of Science in Business Administration, Finance and Real Estate
Charlotte Yiben Jin's Buckingham Asset Management Experience May 2010 - December 2010
Job CLO Analyst at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman April 2013 - February 2015
US Bank September 2011 - April 2013
Briefing.com June 2011 - August 2011
Buckingham Asset Management May 2010 - December 2010
Skills
VBA, Bloomberg, Matlab, SQL, R, SAS, Access, Visual Studio, Factset, Java, Financial Modeling, Fixed Income, Bloomberg Terminal, Analysis, Derivatives, Portfolio Management
Education
Washington University in St. Louis - Olin Business School 2009 — 2010
Master of Science, Finance
University of Pennsylvania - The Wharton School 2009 — 2009
Visiting Student
Shanghai University of International Business and Economics 2005 — 2009
Bachelor, Economics
Neuberger Berman April 2013 - February 2015
US Bank September 2011 - April 2013
Briefing.com June 2011 - August 2011
Buckingham Asset Management May 2010 - December 2010
Skills
VBA, Bloomberg, Matlab, SQL, R, SAS, Access, Visual Studio, Factset, Java, Financial Modeling, Fixed Income, Bloomberg Terminal, Analysis, Derivatives, Portfolio Management
Education
Washington University in St. Louis - Olin Business School 2009 — 2010
Master of Science, Finance
University of Pennsylvania - The Wharton School 2009 — 2009
Visiting Student
Shanghai University of International Business and Economics 2005 — 2009
Bachelor, Economics
Brenda Witt, CPA/CGMA's Buckingham Asset Management Experience January 2014 - June 2015
Job Accountant Retired
Industry Investment Management
Experience
Buckingham Asset Management January 2014 - June 2015
Buckingham Asset Management April 2001 - December 2013
Felco Autolease April 1996 - April 2001
City of Ballwin March 1995 - April 1996
Pasternak, Schweizer & Co., PC July 1985 - July 1994
Skills
Finance, Auditing, Tax, CPA, Management, Financial Analysis, Investments, Asset Management, Portfolio Management, Financial Planning
Education
University of Missouri - St. Louis
Bachelor of Science, Business Administration, Accounting and Management Information Systems
Buckingham Asset Management January 2014 - June 2015
Buckingham Asset Management April 2001 - December 2013
Felco Autolease April 1996 - April 2001
City of Ballwin March 1995 - April 1996
Pasternak, Schweizer & Co., PC July 1985 - July 1994
Skills
Finance, Auditing, Tax, CPA, Management, Financial Analysis, Investments, Asset Management, Portfolio Management, Financial Planning
Education
University of Missouri - St. Louis
Bachelor of Science, Business Administration, Accounting and Management Information Systems
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY