Buckingham Financial Group
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Buckingham Financial Group Employees
Buckingham Financial Group Staff AccountantWhited Seigneur Sams & RaheJuly 2011 - September 2013
Site Solution Contractors January 2006 - May 2010
Eastside Nursery, Inc January 1998 - January 2006
Astra Products Company, Inc. January 1995 - January 1998
Skills
Accounting, Financial Statements, Account Reconciliation, Payroll, Accounts Payable, Accounts Receivable, Financial Reporting, Internal Controls, Finance, Tax Preparation, Review
Education
Ohio University
Bachelor, Business Administration; Accounting and Business Pre-Law
Ohio University
Associate, Applied Business; Accounting Technology
Parallel Advisors, LLC September 2015 - Present
Parker Carlson & Johnson August 1996 - September 2015
Buckingham Financial Group May 1994 - August 1996
Bank One, Dayton, NA (nka JPMorgan Chase) September 1983 - May 1994
Crowe Horwath LLP May 1980 - September 1983
Skills
Retirement Planning, Investments, Strategic Financial..., Estate Planning, Wealth Management, Financial Analysis, Financial Planners, 401k, Financial Advisory, Tax, Investment Advisory, Investment Management, CPA, Non-profits, Asset Allocation, Accounting, Retirement, Budgets, Strategic Planning, Public Speaking
Education
Miami University 1976 — 1980
B.S.
College for Financial Planning 1996 — 1999
CFP Professional Education Program
Buckingham Financial Group June 2014 - Present
Buckingham Financial Group May 2008 - June 2014
Education
The Ohio State University
Wright State University
MBA, Business
Yello.co May 2015 - Present
Yello.co July 2013 - May 2015
University of Chicago June 2012 - June 2013
Buckingham Capital Management October 2009 - April 2012
Buckingham Capital Management June 2008 - October 2009
Buckingham Financial Group May 2007 - June 2008
Skills
iOS, Xcode, Ruby on Rails, Web Development, PHP, Java, Object Oriented Design, SQL, Eclipse, iOS development, Mobile Applications, iOS Development, Management
Education
University of Chicago 2012 — 2013
Master of Science (MS), Computer Science
University of Dayton 2003 — 2007
Bachelor of Science (BS), Finance, Economics
Truepoint Wealth Counsel January 2008 - Present
Buckingham Financial Group June 2002 - January 2008
Buckingham Financial Group August 2001 - June 2002
Skills
Retirement, Tax Preparation, Strategic Financial..., Financial Advisory, Retirement Planning, Wealth Management, Personal Financial..., Wealth, Financial Planners, 401k Rollovers, Investment Strategies, College Education..., Employee Stock Options, Wealth Accumulation, Estate Planning
Education
University of Dayton 2007 — 2010
MBA, Accounting
Wright State University 1999 — 2002
BS, Financial Services
Standard Register Company September 2014 - Present
Buckingham Financial Group January 2014 - July 2014
Witt Mares Financial Vision, LLC April 2007 - March 2011
Williamsburg Financial Group April 2006 - April 2007
Skills
HR Strategy, Benefits Administration, Health Insurance, FMLA, Short Term Disability, Long Term Disability, Leave of Absence..., Group Life, ADA Compliance, Open Enrollment, Employer Sponsored..., Workers Compensation, Training, Process Management, Public Speaking, Compliance, Process Improvement, Relationship Management, Event Planning, Strategy
Education
The Ohio State University 1999 — 2001
Bachelor of Arts, Communications
Wright State University 1996 — 1999
College for Financial Planning
Troy High School
Troy High School
Troy High School
STC Media Partners, LLC. November 2013 - Present
Western & Southern Life June 2013 - November 2013
Buckingham Financial Group August 2012 - May 2013
GE Aviation May 2012 - November 2012
Vive Media August 2011 - December 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Time Management, Research, Market Research, Leadership, Teamwork, Team Leadership, Public Relations, Outlook, PowerPoint, Social Media, Finance, Management, Negotiation, Market Research Project...
Education
University of Dayton 2009 — 2013
Bachelor of Science (B.S.), Finance and International Business
North Canton Hoover High School 2005 — 2009
George Mason University December 2013 - Present
George Mason University August 2012 - Present
Dinte Global Executive Search November 2010 - June 2012
Buckingham Financial Group June 2009 - November 2010
Skills
Fluent in Spanish, Executive Search, Management Consulting, Strategic Planning, Strategy, Marketing
Education
George Mason University 2013 — 2015
CEIE
Buckingham Capital Management July 2013 - Present
Buckingham Capital Management January 2012 - Present
Buckingam Capital Management May 2009 - December 2011
Buckingham Financial Group May 2008 - May 2009
Skills
Financial Analysis, Portfolio Management, Microsoft Excel, Investments, Investment Advisory, Operations Management
Education
University of Dayton 2005 — 2009
Bachelor of Science (BS), Finance & Business Economics
Fifth Third Bank May 2015 - August 2015
The Davis Center for Portfolio Management December 2012 - May 2015
Buckingham Financial Group May 2014 - April 2015
Flyer Consulting January 2014 - August 2014
Polyscope Polymers BV May 2013 - June 2013
Skills
Microsoft Excel, Microsoft Excel VBA, Bloomberg Terminal, Morningstar Direct, Morningstar CRM, Economic Analysis, Securities Research
Education
University of Dayton 2012 — 2016
Bachelor of Science (B.S.), Finance and Accounting, Senior
Detroit Catholic Central High School 2008 — 2012
High School Diploma