Compass Capital Mgmt
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Compass Capital Mgmt Employees
Hancock Investment Services June 2013 - Present
Compass Capital Mgmt May 2012 - Present
Skills
Bilingual, Strategic Planning, Client Education, Finance, Retirement Planning, Investments, Life Insurance, Portfolio Management, Financial Analysis, Insurance, Risk Management, Investment Advisory, Banking
Education
University of New Orleans 2013 — 2014
Bachelor's degree, Business/Managerial Economics
Delgado Community College 2010 — 2012
Associate's degree, Finance, General
Los Arboles Management LLC January 2013 - Present
Compass Capital March 2009 - December 2012
Core Oncology 2009 - 2011
Apex Wine Cellars & Saunas August 2006 - March 2009
Compass Capital Mgmt November 2002 - August 2006
Skills
Accounts Payable, Accounts Receivable, Accounting, Account Reconciliation, Purchasing, Payroll, General Ledger, Banking, Bookkeeping, Financial Analysis
Education
Western Governors University 2012 — 2014
BS, Accounting
Universidad de Guadalajara 1996 — 1999
Industrial Engineering
Compass Capital Mgmt March 2012 - Present
Compass Capital Mgmt July 2010 - February 2012
Jefferson Financial Credit Union January 2010 - July 2010
Skills
Investment Advisory, Strategic Financial..., Investments, Mutual Funds, Equities, Series 7, Retirement, 401k, Asset Management, Retirement Planning, Disability Insurance, Variable Life, Long Term Care Insurance, Fixed Annuities, Life Insurance, Brokerage Accounts, Bonds, College Funding..., Charitable Donation..., Defered Compensation, Estate Planning, Business Succession..., Series 66, Executive Bonus..., Split Dollar..., Employee Benefits, Group Medical Insurance, Key Employee Insurance, Survivor Life Insurance, Fixed Life Insurance, Term Life Insurance, Variable Annuities, Deferred Annuities, Immediate Annuities, Finance, Insurance, Wealth Management, Financial Services, Securities, Wealth
Education
University of New Orleans 2004 — 2008
Bachelor of Science (B.S.), Finance
Northshore High School 2000 — 2004
Compass Capital Mgmt 2000 - Present
Compass Capital Mgmt July 1995 - Present
Securian Financial Services, Inc July 1995 - Present
Education
Mississippi State University 1980 — 1984
BBA, Business
Equipment Incorporated December 2013 - Present
Lansing Building Products December 2012 - December 2013
Compass Capital Mgmt February 2012 - December 2012
Education
The University of Southern Mississippi 2007 — 2009
B.A., Speech Communication
Manulife Asset Management 2008 - Present
Sit Investment Associates 2005 - 2008
Peregrine Capital Management 2002 - 2005
Compass Capital Mgmt 1999 - 2002
Investment Advisors, Inc (IAI) 1992 - 1999
Skills
Institutional Sales, Asset Management, Investments, Fixed Income, Asset Allocation, Investment Management, Persuasive Presentations, Investment Strategies
Education
St. Olaf College 1988 — 1992
BA, Political Science, Social Studies Education
Compass Capital Mgmt May 2013 - Present
Lambda Legal January 2013 - Present
Merrill Lynch August 2011 - May 2013
Clark Consulting (an AEGON company) May 2008 - August 2011
TPG Capital August 2007 - May 2008
Skills
Wealth Management..., Investment Advisory, Investment Strategies, Investments, Series 7, Series 66, Estate Planning, Retirement Planning, Retirement Plan..., Business Planning, Tax, Legal Research, Insurance, Corporate Law, Risk Management, Strategic Financial..., Domestic Partnership..., Mutual Funds
Education
Southern Methodist University Dedman School of Law 2006 — 2007
LL.M., Taxation
Louisiana State University, Paul M. Hebert Law Center 2003 — 2006
J.D., Law
Louisiana State University 1999 — 2003
B.S., Accounting
Compass Capital Mgmt August 1981 - Present
Skills
Life Insurance, Disability Insurance, Long-term Care, Group and Individual..., Pension Plans, IRA,..., Investments Mutual Funds, Series 6, Financial Planning, Annuities
Education
Loyola University New Orleans
B.S. in Speech and Drama and a M.S. in Communications
Compass Capital Mgmt June 1990 - Present
New York Life Insurance Company June 1973 - June 1990
Skills
Life Insurance, Retirement Planning, Disability Insurance, 401k, Variable Life, Variable Annuities, Long-term Care, Mutual Funds, Medicare Advantage, Medicare Supplements, Fixed Annuities, Group Insurance, Business Succession..., Executive Compensation..., Individual Health...
Education
Southeastern La. University 1967 — 1971
Bachelor of Business Administration (B.B.A.), Marketing
De La Salle New Orleans 1962 — 1966
Compass Capital Mgmt August 2001 - Present
Skills
Series 6, Series 63
Education
Mississippi Gulf Coast Community College
Accounting
Compass Capital Mgmt December 2008 - Present
PLANCO May 2005 - November 2008
US Airways May 1984 - April 2005
Education
University of New Orleans 1982 — 1986
Finance
Compass Capital Mgmt March 2013 - Present
Northwestern Memorial Hospital May 2008 - February 2013
Children's Hospital of New Orleans March 1999 - March 2008
Rapides Regional Medical Center July 1998 - February 1999
Skills
Investment Management, Income Protection, Tax-advantaged..., Tactical Asset..., College Education..., Healthcare, Series 7, Series 66, 401k Rollovers, Annuities, Roth IRA, Traditional IRA, Keoghs, Life & Health Insurance...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
MBA, Finance and Investment Management
Louisiana Tech University 1994 — 1999
BS, Medical Technology
St Charles Catholic High School 1990 — 1994