Financial Symmetry Inc
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21 Financial Symmetry Inc employees in database. Find out everything there's to know about Financial Symmetry Inc employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Financial Symmetry Inc Employees
Employee
Years
Job
Industry
Grace (Rooth) Kvantas Grace (Rooth) Kvantas's Financial Symmetry Inc Experience June 2015 - Present
Job Senior Financial Planning Associate at Financial Symmetry Inc.
Industry Financial Services
Experience
Financial Symmetry Inc. June 2015 - Present
Education
North Carolina State University 2007 — 2011
Bachelor's Degree
Financial Symmetry Inc. June 2015 - Present
Education
North Carolina State University 2007 — 2011
Bachelor's Degree
Haley Hobgood Haley Hobgood's Financial Symmetry Inc Experience June 2015 - Present
Job Client Service Associate at Financial Symmetry Inc.
Industry Financial Services
Experience
Financial Symmetry Inc. June 2015 - Present
Financial Symmetry Inc. August 2014 - May 2015
Little Caesars Pizza June 2014 - July 2014
Aerie by American Eagle October 2013 - May 2014
Aerie by American Eagle August 2012 - October 2013
Skills
Time Management, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Sales, Customer Service, Retail, Leadership, Microsoft Excel, Social Networking, Facebook, Public Speaking, Social Media
Education
North Carolina State University 2011 — 2015
Bachelor of Science (BS)
CIMBA 2013 — 2013
Study Abroad
D. H. Conley High School 2007 — 2011
Financial Symmetry Inc. June 2015 - Present
Financial Symmetry Inc. August 2014 - May 2015
Little Caesars Pizza June 2014 - July 2014
Aerie by American Eagle October 2013 - May 2014
Aerie by American Eagle August 2012 - October 2013
Skills
Time Management, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Sales, Customer Service, Retail, Leadership, Microsoft Excel, Social Networking, Facebook, Public Speaking, Social Media
Education
North Carolina State University 2011 — 2015
Bachelor of Science (BS)
CIMBA 2013 — 2013
Study Abroad
D. H. Conley High School 2007 — 2011
Heather Gudac's Financial Symmetry Inc Experience March 2011 - Present
Job Partner and Operations Manager at Financial Symmetry Inc.
Industry Financial Services
Experience
Financial Symmetry Inc. March 2011 - Present
Financial Symmetry Inc June 2008 - March 2011
Financial Symmetry Inc December 2006 - May 2008
Croscill June 2004 - January 2007
Education
North Carolina State University - College of Management 2004 — 2008
Bachelor of Science, Business Management
Financial Symmetry Inc. March 2011 - Present
Financial Symmetry Inc June 2008 - March 2011
Financial Symmetry Inc December 2006 - May 2008
Croscill June 2004 - January 2007
Education
North Carolina State University - College of Management 2004 — 2008
Bachelor of Science, Business Management
Nelly Njau Nelly Njau's Financial Symmetry Inc Experience May 2014 - July 2014
Job Start Intern at Price Water Coopers LLP, Charlotte NC
Industry Accounting
Experience
PwC June 2015 - Present
Senior care services at cypress of raleigh July 2012 - May 2015
Financial Symmetry Inc. May 2014 - July 2014
Elster April 2011 - November 2012
Skills
Public Speaking, Microsoft Excel, Accounting, Healthcare, Research, Teamwork, Entrepreneurship, Process Improvement, Financial Analysis, Time Management, Management
Education
North Carolina State University 2013 — 2015
Bachelor's Degree, Major:Accounting with a double concentration in Financial Analysis and Management Information System
The Catholic University of Eastern Africa 2008 — 2010
Bachelor of Commerce (B.Com.), Accounting and Finance
PwC June 2015 - Present
Senior care services at cypress of raleigh July 2012 - May 2015
Financial Symmetry Inc. May 2014 - July 2014
Elster April 2011 - November 2012
Skills
Public Speaking, Microsoft Excel, Accounting, Healthcare, Research, Teamwork, Entrepreneurship, Process Improvement, Financial Analysis, Time Management, Management
Education
North Carolina State University 2013 — 2015
Bachelor's Degree, Major:Accounting with a double concentration in Financial Analysis and Management Information System
The Catholic University of Eastern Africa 2008 — 2010
Bachelor of Commerce (B.Com.), Accounting and Finance
Allison Berger, CFP®'s Financial Symmetry Inc Experience January 2005 - Present
Job Financial Planner at Financial Symmetry, Inc.
Industry Financial Services
Experience
Financial Symmetry Inc. January 2005 - Present
IBM January 2003 - May 2003
Education
North Carolina State University - College of Management 2000 — 2004
BS in Business Managment, Finance
Financial Symmetry Inc. January 2005 - Present
IBM January 2003 - May 2003
Education
North Carolina State University - College of Management 2000 — 2004
BS in Business Managment, Finance
Bailey Wood's Financial Symmetry Inc Experience May 2015 - August 2015
Job Project Accountant Intern at John Deere Turf Care
Industry Accounting
Experience
John Deere August 2015 - Present
Financial Symmetry Inc. May 2015 - August 2015
First Bank (FBNC) May 2014 - May 2015
Lee County School System August 2011 - April 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Management, Public Speaking, Leadership, SAP
Education
North Carolina State University - College of Management 2013 — 2016
Bachelor of Science (BS), Business Administration - Finance
Campbell University, Lundy-Fetterman School of Business 2012 — 2013
John Deere August 2015 - Present
Financial Symmetry Inc. May 2015 - August 2015
First Bank (FBNC) May 2014 - May 2015
Lee County School System August 2011 - April 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Management, Public Speaking, Leadership, SAP
Education
North Carolina State University - College of Management 2013 — 2016
Bachelor of Science (BS), Business Administration - Finance
Campbell University, Lundy-Fetterman School of Business 2012 — 2013
Morgan Martin's Financial Symmetry Inc Experience May 2015 - Present
Job North Carolina State University
Industry Financial Services
Experience
Financial Symmetry Inc. May 2015 - Present
Shuckers Oyster Bar & Grill May 2011 - May 2015
Delta Gamma January 2014 - January 2015
Skills
Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Event Planning, Research, Teamwork, Social Media, Microsoft Excel, Time Management, Leadership, Social Networking, Marketing, Social Media Marketing, Communication, Facebook, Management, Team Leadership
Education
North Carolina State University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Financial Symmetry Inc. May 2015 - Present
Shuckers Oyster Bar & Grill May 2011 - May 2015
Delta Gamma January 2014 - January 2015
Skills
Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Event Planning, Research, Teamwork, Social Media, Microsoft Excel, Time Management, Leadership, Social Networking, Marketing, Social Media Marketing, Communication, Facebook, Management, Team Leadership
Education
North Carolina State University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Matt Stanfield Matt Stanfield's Financial Symmetry Inc Experience May 2012 - February 2013
Job Senior Operations Associate at Envestnet | Tamarac
Industry Financial Services
Experience
Tamarac Inc. December 2014 - Present
Envestnet, Inc May 2013 - December 2014
Financial Symmetry Inc. May 2012 - February 2013
NC State Campus Recreation May 2012 - August 2012
Skills
Customer Service, Microsoft Excel, Leadership, Teamwork, Employee Training, SQL, Outlook, Project Management, International Relations, Priority Management, Time Management, Data Analysis
Education
North Carolina State University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General, 3.9
Tamarac Inc. December 2014 - Present
Envestnet, Inc May 2013 - December 2014
Financial Symmetry Inc. May 2012 - February 2013
NC State Campus Recreation May 2012 - August 2012
Skills
Customer Service, Microsoft Excel, Leadership, Teamwork, Employee Training, SQL, Outlook, Project Management, International Relations, Priority Management, Time Management, Data Analysis
Education
North Carolina State University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General, 3.9
Tyler Stamey's Financial Symmetry Inc Experience January 2014 - April 2014
Job Project Financial Analyst Global Oncology at INC Research
Industry Accounting
Experience
INC Research January 2015 - Present
Financial Symmetry Inc. January 2014 - April 2014
Freight Concepts Unlimited January 2008 - January 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Time Management, Financial Analysis, Data Analysis, Teamwork, Finance, Financial Reporting, Financial Accounting, Account Reconciliation, Accounting, Revenue Recognition, Revenue Forecasting
Education
North Carolina State University 2010 — 2014
(BS) Business Administration, Finance, 3.125
INC Research January 2015 - Present
Financial Symmetry Inc. January 2014 - April 2014
Freight Concepts Unlimited January 2008 - January 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Time Management, Financial Analysis, Data Analysis, Teamwork, Finance, Financial Reporting, Financial Accounting, Account Reconciliation, Accounting, Revenue Recognition, Revenue Forecasting
Education
North Carolina State University 2010 — 2014
(BS) Business Administration, Finance, 3.125
Senait Mehreteab Senait Mehreteab's Financial Symmetry Inc Experience August 2014 - October 2014
Job Business Risk Consultant at Deloitte
Industry Consumer Goods
Experience
Deloitte September 2015 - Present
NCSU Career Center January 2014 - April 2015
Financial Symmetry Inc. August 2014 - October 2014
UTC Aerospace Systems May 2014 - August 2014
Skills
Leadership, Solid computer skills, Problem Solving, Proficient Typing Skills, Customer Service, Program Management, Analytical Skills, Social Media
Education
North Carolina State University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General, Senior
Deloitte September 2015 - Present
NCSU Career Center January 2014 - April 2015
Financial Symmetry Inc. August 2014 - October 2014
UTC Aerospace Systems May 2014 - August 2014
Skills
Leadership, Solid computer skills, Problem Solving, Proficient Typing Skills, Customer Service, Program Management, Analytical Skills, Social Media
Education
North Carolina State University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General, Senior
Ben Molthen's Financial Symmetry Inc Experience January 2012 - August 2012
Job Senior Operations Associate at Tamarac Inc.
Industry Financial Services
Experience
Tamarac Inc. May 2014 - Present
Tamarac Inc. April 2013 - May 2014
Financial Symmetry Inc January 2012 - August 2012
Jennette Brothers Food Distribution July 2011 - August 2011
Skills
Project Management, Data Analysis, Pattern Recognition, Customer Service, Time Management, Microsoft Excel
Education
North Carolina State University
B.S, Business Administration- Finance
Tamarac Inc. May 2014 - Present
Tamarac Inc. April 2013 - May 2014
Financial Symmetry Inc January 2012 - August 2012
Jennette Brothers Food Distribution July 2011 - August 2011
Skills
Project Management, Data Analysis, Pattern Recognition, Customer Service, Time Management, Microsoft Excel
Education
North Carolina State University
B.S, Business Administration- Finance
Cameron Hendricks, CFP®'s Financial Symmetry Inc Experience April 2015 - Present
Job Financial Planner at Financial Symmetry Inc.
Industry Financial Services
Experience
Financial Symmetry Inc. April 2015 - Present
Skills
Strategic Financial..., Retirement Planning, Investments, Finance, Estate Planning, Account Reconciliation, Cash Flow, Financial Planners, Marketing, New Hire Orientations, Data Management
Education
North Carolina State University 2012 — 2013
Certified Financial Planner Certification Education Program
North Carolina State University 2007 — 2011
Bachelor of Science (B.S.), Business Administration-Finance, Accounting Minor
Financial Symmetry Inc. April 2015 - Present
Skills
Strategic Financial..., Retirement Planning, Investments, Finance, Estate Planning, Account Reconciliation, Cash Flow, Financial Planners, Marketing, New Hire Orientations, Data Management
Education
North Carolina State University 2012 — 2013
Certified Financial Planner Certification Education Program
North Carolina State University 2007 — 2011
Bachelor of Science (B.S.), Business Administration-Finance, Accounting Minor
Ashley Cavanaugh Ashley Cavanaugh's Financial Symmetry Inc Experience January 2015 - April 2015
Job Junior Buyer at Pentair
Industry
Experience
Pentair August 2015 - Present
Pentair July 2015 - August 2015
Financial Symmetry Inc. January 2015 - April 2015
Cavanaugh & Associates, P.A. May 2013 - August 2013
ANN INC. May 2012 - August 2013
Skills
Loss Prevention, Time Management, Customer Service, Microsoft Word, Teamwork, PowerPoint, Microsoft Excel, Social Media, Microsoft Office, Leadership, Facebook, Social Networking, Communication, Event Planning, Sales, Public Speaking
Education
North Carolina State University 2012 — 2016
Bachelor of Science (B.S.), Business Administration
Reagan High School 2008 — 2012
Pentair August 2015 - Present
Pentair July 2015 - August 2015
Financial Symmetry Inc. January 2015 - April 2015
Cavanaugh & Associates, P.A. May 2013 - August 2013
ANN INC. May 2012 - August 2013
Skills
Loss Prevention, Time Management, Customer Service, Microsoft Word, Teamwork, PowerPoint, Microsoft Excel, Social Media, Microsoft Office, Leadership, Facebook, Social Networking, Communication, Event Planning, Sales, Public Speaking
Education
North Carolina State University 2012 — 2016
Bachelor of Science (B.S.), Business Administration
Reagan High School 2008 — 2012
Lindsey Pearce Lindsey Pearce's Financial Symmetry Inc Experience May 2015 - August 2015
Job Panhellenic Delegate and Greek Life Standards Chair at The Sigma Kappa Sorority
Industry Financial Services
Experience
The Sigma Kappa Sorority January 2015 - Present
N/A October 2013 - Present
Financial Symmetry Inc. May 2015 - August 2015
Bailey's Fine Jewelry November 2011 - December 2013
Skills
Facebook, Social Media, Spanish-speaking, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Teamwork, Leadership, Customer Service, Social Networking, Sales
Education
North Carolina State University 2012 — 2015
Bachelor's Degree, Finance, General
Rocky Mount Academy 2008 — 2012
High School Diploma
The Sigma Kappa Sorority January 2015 - Present
N/A October 2013 - Present
Financial Symmetry Inc. May 2015 - August 2015
Bailey's Fine Jewelry November 2011 - December 2013
Skills
Facebook, Social Media, Spanish-speaking, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Teamwork, Leadership, Customer Service, Social Networking, Sales
Education
North Carolina State University 2012 — 2015
Bachelor's Degree, Finance, General
Rocky Mount Academy 2008 — 2012
High School Diploma
Betty Cao's Financial Symmetry Inc Experience September 2008 - December 2008
Job Investment Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2013 - Present
Wells Fargo January 2011 - June 2013
R.E.A.C.H. - Relaying Empowerment, Anything Can Happen June 2010 - January 2012
Thompson Financial Group May 2010 - October 2010
Sony Ericsson Mobile Communications January 2009 - August 2009
Wachovia, A Wells Fargo Company May 2007 - April 2009
Financial Symmetry Inc. September 2008 - December 2008
Skills
Accounting, Microsoft Excel, Financial Analysis, Spanish, Finance, Internal Controls, Microsoft Word, Auditing, Financial Accounting, Management, PowerPoint, Financial Reporting, Investments, Banking, Internal Audit, Risk Management
Education
North Carolina State University - College of Management 2006 — 2010
Bachelor of Science, Finance
Herricks High School 2000 — 2003
North Carolina State University
Wells Fargo June 2013 - Present
Wells Fargo January 2011 - June 2013
R.E.A.C.H. - Relaying Empowerment, Anything Can Happen June 2010 - January 2012
Thompson Financial Group May 2010 - October 2010
Sony Ericsson Mobile Communications January 2009 - August 2009
Wachovia, A Wells Fargo Company May 2007 - April 2009
Financial Symmetry Inc. September 2008 - December 2008
Skills
Accounting, Microsoft Excel, Financial Analysis, Spanish, Finance, Internal Controls, Microsoft Word, Auditing, Financial Accounting, Management, PowerPoint, Financial Reporting, Investments, Banking, Internal Audit, Risk Management
Education
North Carolina State University - College of Management 2006 — 2010
Bachelor of Science, Finance
Herricks High School 2000 — 2003
North Carolina State University
Samuel Fincher's Financial Symmetry Inc Experience August 2006 - January 2007
Job Statistical Analyst at US Census Bureau
Industry Government Administration
Experience
US Census Bureau March 2009 - Present
Grape Expectations Wine Imports, Inc. February 2008 - September 2008
Financial Symmetry Inc. August 2006 - January 2007
Skills
Data Analysis, Editing, Microsoft Excel, Microsoft Office, PowerPoint, Access, Microsoft Word, Customer Service, SAS JMP, Microsoft Project, SAS, Research
Education
The Johns Hopkins University 2014 — 2017
M.S. Candidate, Government Analytics- Geospatial Analysis
North Carolina State University 2004 — 2008
B.S., Business Administration
North Carolina State University 2004 — 2008
B.A., Communication
US Census Bureau March 2009 - Present
Grape Expectations Wine Imports, Inc. February 2008 - September 2008
Financial Symmetry Inc. August 2006 - January 2007
Skills
Data Analysis, Editing, Microsoft Excel, Microsoft Office, PowerPoint, Access, Microsoft Word, Customer Service, SAS JMP, Microsoft Project, SAS, Research
Education
The Johns Hopkins University 2014 — 2017
M.S. Candidate, Government Analytics- Geospatial Analysis
North Carolina State University 2004 — 2008
B.S., Business Administration
North Carolina State University 2004 — 2008
B.A., Communication
Aditi Parmar's Financial Symmetry Inc Experience January 2010 - May 2010
Job Project Manager at Cisco Systems
Industry Financial Services
Experience
Cisco Systems May 2015 - Present
Cisco Systems February 2014 - May 2015
Cisco Systems March 2013 - February 2014
Genworth Financial August 2011 - February 2013
JP Morgan Chase May 2010 - August 2010
Financial Symmetry Inc. January 2010 - May 2010
Access Point May 2009 - August 2009
Howard, Merrell & Partners August 2008 - May 2009
Skills
Financial Analysis, Forecasting, Variance Analysis, Auditing, PowerPoint, Microsoft Excel, Microsoft Word, Business Objects, Accounting, Finance, Microsoft Office, Analysis, Peer Group Analysis, TM1, Oracle General Ledger, Public Speaking, Cost Accounting, Hyperion Planning
Education
North Carolina State University - College of Management 2006 — 2011
B.S., Business Administration-Finance
North Carolina State University 2006 — 2011
B.A., Spanish Language and Literature
North Carolina School of Science and Mathematics 2004 — 2006
Cisco Systems May 2015 - Present
Cisco Systems February 2014 - May 2015
Cisco Systems March 2013 - February 2014
Genworth Financial August 2011 - February 2013
JP Morgan Chase May 2010 - August 2010
Financial Symmetry Inc. January 2010 - May 2010
Access Point May 2009 - August 2009
Howard, Merrell & Partners August 2008 - May 2009
Skills
Financial Analysis, Forecasting, Variance Analysis, Auditing, PowerPoint, Microsoft Excel, Microsoft Word, Business Objects, Accounting, Finance, Microsoft Office, Analysis, Peer Group Analysis, TM1, Oracle General Ledger, Public Speaking, Cost Accounting, Hyperion Planning
Education
North Carolina State University - College of Management 2006 — 2011
B.S., Business Administration-Finance
North Carolina State University 2006 — 2011
B.A., Spanish Language and Literature
North Carolina School of Science and Mathematics 2004 — 2006
Christopher Kott's Financial Symmetry Inc Experience May 2010 - August 2010
Job Acquisitions Analyst
Industry Venture Capital & Private Equity
Experience
Virtus Real Estate Capital September 2014 - Present
Bank of America July 2013 - September 2014
Bank of America July 2012 - June 2013
Bank of America June 2011 - June 2012
Triangle Transit Authority August 2009 - June 2011
Financial Symmetry Inc May 2010 - August 2010
Kappa Sigma March 2009 - March 2010
Education
North Carolina State University - College of Management 2006 — 2010
Finance and Accounting
Virtus Real Estate Capital September 2014 - Present
Bank of America July 2013 - September 2014
Bank of America July 2012 - June 2013
Bank of America June 2011 - June 2012
Triangle Transit Authority August 2009 - June 2011
Financial Symmetry Inc May 2010 - August 2010
Kappa Sigma March 2009 - March 2010
Education
North Carolina State University - College of Management 2006 — 2010
Finance and Accounting