Garrison Financial
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Garrison Financial Employees
Stephens Inc. June 2014 - Present
Arvest Fixed Income Fund August 2013 - Present
Rebsamen Trust August 2013 - Present
RememberTheMember April 2012 - Present
Garrison Financial May 2013 - May 2014
Education
University of Arkansas at Fayetteville 2010 — 2014
Garrison Financial May 2001 - Present
Postal Center USA April 1994 - May 1995
Skills
Financial Accounting,..., Financial Analysis, Corporate Finance, Financial Reporting, Equities, Financial Modeling, Investment Management, Asset Management, Valuation, Investments, Fixed Income, Portfolio Management, Bonds, Capital Markets, Accounting, Tax Preparation, Income Tax, Banking, Business Strategy, Business Process..., Marketing
Education
University of Arkansas at Fayetteville 1988 — 1991
Finance and Financial Management Services
Framework Development Group September 2011 - Present
Garrison Financial November 2009 - August 2011
Yellow Book USA April 1992 - November 2008
Yellow Book USA 1992 - 2008
Skills
Strategy, Telecommunications, Networking, Vendor Management, Start-ups, Marketing, Enterprise Software, Sales Operations, Training, Program Management, Recruiting, Management, B2B, Cloud Computing, Cold Calling, Leadership, Contract Negotiation, Selling, Budgets, Cross-functional Team..., Team Leadership, Managed Services, Product Marketing, Sales
Education
University of Maryland College Park 1988 — 1991
BA, Communicatons
Fidelity Investments May 2013 - Present
SEFCU May 2011 - May 2013
Garrison Financial October 2009 - May 2011
UBS Wealth Management 2006 - 2009
Dion Money Management 2003 - 2006
Education
University of Pennsylvania 1997 — 2001
BA, Sociology
Garrison Financial 2006 - Present
UBS Financial Services 2000 - 2006
Raymond James Financial Services/Garrison Asset Management 1989 - 2000
Thomson McKinnon Securities, Inc. 1984 - 1989
Skills
Estate Planning, Financial Advisory, Retirement, Investment Advisory, Money Management, Retirement Planning, Securities, Asset Allocation, Asset Managment, Fixed Income, Investment Strategies, Financial Goals, High Net Worth..., Investments, Financial Planners, Pensions, IRAs, Investment Management, Saving for Education, Personal Financial..., Series 63, Series 7, Fixed Annuities, Debt Management, Equities, Private Banking, Wealth Management, Wealth Accumulation, Strategic Financial..., Capital Markets, Wealth Management..., Finance, Asset Management, 401k, Alternative Investments, Mutual Funds, Financial Services, Hedge Funds, Portfolio Management, Private Equity, FINRA, Wealth, ETFs, Investor Relations, Financial Planning
Education
College for Financial Planning 2006 — 2006
CFP, Financial Planning
The American College 1987 — 1989
ChFC, Financial Planning
University of Denver 1970 — 1972
No Degree, Psychology
Rebsamen Trust Fund August 2015 - Present
Garrison Financial August 2015 - Present
Walton College Finance Association January 2015 - Present
University of Arkansas Consulting Club January 2015 - Present
KPMG US June 2015 - August 2015
Arvest Fixed Income Fund August 2014 - May 2015
Walton College Finance Association May 2014 - December 2014
Pi Beta Phi Fraternity January 2014 - December 2014
Skills
Financial Analysis, Investments, PowerPoint, Microsoft Excel, Financial Modeling, Finance, Time Management, Social Media, Teamwork, Research, Microsoft Office, Leadership, Event Planning, Public Speaking, Microsoft Word
Education
University of Arkansas 2012 — 2016
Bachelor’s Degree, Finance
CFA Society Arkansas September 2014 - Present
University of Arkansas August 2010 - Present
University of Arkansas July 2006 - Present
CFA Society Arkansas September 2012 - September 2014
Garrison Financial February 2005 - July 2006
Garrison Financial September 2004 - February 2005
Banesto March 2003 - June 2003
Avalmadrid November 1999 - July 2001
Skills
Portfolio Management, Finance, Financial Analysis, Investments, Financial Modeling, Hedge Funds, Economics, Bloomberg, Valuation, Mutual Funds, Data Analysis, Asset Management, Equities, Corporate Finance, Securities, Microsoft Excel, Quantitative Analytics
Education
University of Arkansas 2003 — 2004
MBA, Finance, 4.0
Universidad Carlos III de Madrid 2000 — 2002
Actuarial & Financial Sciences
Universidad Carlos III de Madrid 1994 — 1999
Business
High School
Lockheed Martin August 2015 - Present
P2 Energy Solutions January 2015 - June 2015
Windstream Communications June 2014 - December 2014
Windstream Communications June 2013 - June 2014
Garrison Financial September 2011 - March 2013
AmerCable 2010 - 2010
Skills
Financial Analysis, Bloomberg, Financial Modeling, Corporate Finance, Investments, Capital Markets, Financial Reporting, Microsoft Excel, Leadership, Data Analysis, Public Speaking, Microsoft Office, Finance, PowerPoint, Management, Forecasting, Budgets, Microsoft Word, Variance Analysis, Process Improvement, Analysis, Teamwork
Education
University of Arkansas at Fayetteville 2009 — 2013
Bachelor of Science (B.S.), Finance and Financial Management Services
WACHTER, Inc. May 2013 - Present
Wachter, Inc. April 2009 - April 2013
Garrison Financial January 2005 - March 2009
Skills
Project Management, Telecommunications, Project Planning, Team Leadership, Financial Forecasting, Project Delivery, Vendor Management, VoIP, Wireless, Strategy, Business Process..., Management, Integration, Human Resources, CRM, Relationship Management, Customer Service
Education
University of Arkansas at Fayetteville 2004 — 2008
Bachelors, Accounting, Enterprise Resource Planning
Garrison Financial September 2004 - Present
Junior League of Northwest Arkansas August 2008 - Present
Skills
Accounting, Accounts Payable, Accounts Receivable, Payroll, Cash Management, Cost Accounting, Financial Analysis, SEC filings, QuickBooks, US GAAP, Financial Reporting, Income Tax, Tax Preparation, Finance, Corporate Tax, General Ledger, GAAP, Tax Accounting, Leadership, Financial Statements, Microsoft Excel, Corporate Finance, Forecasting, Strategic Financial..., CPA, External Audit, Cash Flow, Financial Accounting
Education
University of Arkansas at Fayetteville 2000 — 2004
Bachelors of Science, Accounting
Paragould High School Arkansas 1999 — 2000
Garrison Financial May 1975 - Present
Commonwealth United Mortgage March 1979 - September 1995
J.I. Kislak Mortgage LLC May 1975 - 1978
Skills
First Time Home Buyers, Short Sales, Foreclosures, REO, Investment Properties, Mortgage Lending, FHA, HUD, Real Estate, Refinance, Residential Homes, Referrals, Real Estate Financing, Mortgage Banking, Residential Mortgages
Education
Rutgers, The State University of New Jersey-Newark 1971 — 1975
BA, Pyschology/Elementary Education
Our Lady of Good Counsel High School, Newark, N.J. 1967 — 1971
College Prep.
KPMG US October 2012 - Present
University of Arkansas August 2011 - May 2012
Windstream Communications June 2011 - August 2011
Garrison Financial August 2009 - May 2011
Skills
External Audit, US GAAP, Internal Controls, Auditing, GAAP, SEC filings, Financial Reporting, Financial Accounting, Sarbanes-Oxley Act, Assurance, CPA, Accounting, Big 4, Internal Audit, Financial Audits, Financial Statements, Financial Analysis, SEC Filings, Tax Accounting
Education
University of Arkansas at Fayetteville 2011 — 2012
Master of Accountancy
University of Arkansas at Fayetteville 2007 — 2012
BSBA, Accounting