Horizon Wealth Management
Horizon Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Horizon Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Horizon Wealth Management Salaries. You can even request information on how much does Horizon Wealth Management pay if you want to. Learn about salaries, pros and cons of working for Horizon Wealth Management directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
21 Horizon Wealth Management employees in database. Find out everything there's to know about Horizon Wealth Management 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.
Horizon Wealth Management Employees
Employee
Years
Job
Industry
Lauren Bagdonas Lauren Bagdonas's Horizon Wealth Management Experience February 2011 - October 2012
Job Associate Integration Manager/RePapering Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2014 - Present
LPL Financial October 2012 - January 2014
Horizon Wealth Management February 2011 - October 2012
Stewart Talent April 2010 - February 2011
Stewart Talent January 2008 - April 2010
Education
Loyola University of Chicago
Bachelor of Arts (B.A.), Theatre & Communications
LPL Financial January 2014 - Present
LPL Financial October 2012 - January 2014
Horizon Wealth Management February 2011 - October 2012
Stewart Talent April 2010 - February 2011
Stewart Talent January 2008 - April 2010
Education
Loyola University of Chicago
Bachelor of Arts (B.A.), Theatre & Communications
Brooke (Roth) Gautreau Brooke (Roth) Gautreau's Horizon Wealth Management Experience August 2001 - Present
Job DIRECTOR OF OPERATIONS AT HORIZON WEALTH MANAGEMENT
Industry Financial Services
Experience
Horizon Wealth Management August 2001 - Present
Education
Louisiana State University 2000 — 2003
Bachelor of Science (BS), ISDS
Horizon Wealth Management August 2001 - Present
Education
Louisiana State University 2000 — 2003
Bachelor of Science (BS), ISDS
Chris Dumford Chris Dumford's Horizon Wealth Management Experience June 1993 - Present
Job Horizon Wealth Management
Industry Financial Services
Experience
Horizon Wealth Management June 1993 - Present
LPL Financial June 1993 - Present
Skills
Retirement Planning, Retirement, 401k, Series 7, Finance, Small Business, Financial Services, Estate Planning, IRAs, Investment Advisory, Certified Financial..., 401k Rollovers, Roth IRA, Retirement Savings, Life Insurance, Investments, Investment Strategies, Alternative Investments, General Insurance, Retirement Plan..., Strategic Financial..., Qualified Retirement..., SEP IRA, Financial Risk, Retirement Benefits, Investment Banking, Stock Management, Simple IRA, Traditional IRA, Self Directed IRA, Risk Management, Risk Assessment, Market Risk, Fiduciary Services, Cost Basis, Business Planning, Small Business..., Umbrella Insurance, Money Management, Managed Money, Anti Money Laundering, Money, Money Transfers, Private Money, Wealth Management...
Education
The Ohio State University 1981 — 1985
Bachelor of Science (B.S.), Business Administration/Accounting
Triway High School 1977 — 1981
Horizon Wealth Management June 1993 - Present
LPL Financial June 1993 - Present
Skills
Retirement Planning, Retirement, 401k, Series 7, Finance, Small Business, Financial Services, Estate Planning, IRAs, Investment Advisory, Certified Financial..., 401k Rollovers, Roth IRA, Retirement Savings, Life Insurance, Investments, Investment Strategies, Alternative Investments, General Insurance, Retirement Plan..., Strategic Financial..., Qualified Retirement..., SEP IRA, Financial Risk, Retirement Benefits, Investment Banking, Stock Management, Simple IRA, Traditional IRA, Self Directed IRA, Risk Management, Risk Assessment, Market Risk, Fiduciary Services, Cost Basis, Business Planning, Small Business..., Umbrella Insurance, Money Management, Managed Money, Anti Money Laundering, Money, Money Transfers, Private Money, Wealth Management...
Education
The Ohio State University 1981 — 1985
Bachelor of Science (B.S.), Business Administration/Accounting
Triway High School 1977 — 1981
Jeff Reboulet Jeff Reboulet's Horizon Wealth Management Experience February 2003 - Present
Job Owner, FINANCIAL ADVISOR, FINANCIAL PLANNER at Horizon Wealth Management
Industry Financial Services
Experience
Horizon Wealth Management February 2003 - Present
REB Sports Academy 501(c)3 January 2006 - Present
MLB Rookie Career Development Program January 2004 - Present
MLB June 1986 - October 2003
Skills
Sports, Baseball, Athletics, Coaching, Public Speaking, Cash Flow, Investments, Strategic Financial...
Education
Aileron-Course For Presidents
Louisiana State University and Agricultural and Mechanical College
BS, Business Management
Triton College
Alter High School
Horizon Wealth Management February 2003 - Present
REB Sports Academy 501(c)3 January 2006 - Present
MLB Rookie Career Development Program January 2004 - Present
MLB June 1986 - October 2003
Skills
Sports, Baseball, Athletics, Coaching, Public Speaking, Cash Flow, Investments, Strategic Financial...
Education
Aileron-Course For Presidents
Louisiana State University and Agricultural and Mechanical College
BS, Business Management
Triton College
Alter High School
Brett McCullough's Horizon Wealth Management Experience June 2011 - December 2012
Job Financial Advisor, Whitney Investment Services
Industry Financial Services
Experience
Whitney Investment Services January 2013 - Present
Horizon Wealth Management June 2011 - December 2012
Capital One Investment Services September 2007 - May 2011
Education
Louisiana State University 2003 — 2008
Bachelor of Science, Mathematics, Actuarial Science
Milton High School 1999 — 2003
High School Diploma
Whitney Investment Services January 2013 - Present
Horizon Wealth Management June 2011 - December 2012
Capital One Investment Services September 2007 - May 2011
Education
Louisiana State University 2003 — 2008
Bachelor of Science, Mathematics, Actuarial Science
Milton High School 1999 — 2003
High School Diploma
Andy Bush's Horizon Wealth Management Experience March 2009 - Present
Job Owner, FINANCIAL ADVISOR/FINANCIAL PLANNER, CHARTERED RETIREMENT PLANS SPECIALIST at Horizon Wealth Management
Industry Financial Services
Experience
Horizon Wealth Management March 2009 - Present
Pathway Planning Group July 2004 - March 2009
Louisiana Business & Technology Center 1995 - 1999
Education
Louisiana State University 1989 — 1995
Bachelor of Arts, Mathematics
Florida Institute of Technology 1988 — 1989
Transferred, Space Science
Belaire High School
Belaire High School
Belaire High School
Horizon Wealth Management March 2009 - Present
Pathway Planning Group July 2004 - March 2009
Louisiana Business & Technology Center 1995 - 1999
Education
Louisiana State University 1989 — 1995
Bachelor of Arts, Mathematics
Florida Institute of Technology 1988 — 1989
Transferred, Space Science
Belaire High School
Belaire High School
Belaire High School
Matt Arhontas's Horizon Wealth Management Experience January 2012 - September 2012
Job Trader at HTG Capital Partners, LLC
Industry Financial Services
Experience
HTG Capital Partners, LLC September 2012 - Present
Horizon Wealth Management January 2012 - September 2012
Skills
Series 7, Electronic Trading, Series 66, Trading Systems, Futures Trading, Currency Futures, Futures, US Treasuries, Equity Indices, Quality Assurance, Trading Strategies, FX Trading, Electronic Trading...
Education
Princeton University 2007 — 2011
Bachelors, Economics, Political Economy
Naperville Central High School 2001 — 2005
HTG Capital Partners, LLC September 2012 - Present
Horizon Wealth Management January 2012 - September 2012
Skills
Series 7, Electronic Trading, Series 66, Trading Systems, Futures Trading, Currency Futures, Futures, US Treasuries, Equity Indices, Quality Assurance, Trading Strategies, FX Trading, Electronic Trading...
Education
Princeton University 2007 — 2011
Bachelors, Economics, Political Economy
Naperville Central High School 2001 — 2005
Marcia Mattingly, CFP's Horizon Wealth Management Experience October 1999 - Present
Job Certified Financial Planner, Partner at Horizon Wealth Management
Industry Financial Services
Experience
Horizon Wealth Management October 1999 - Present
Skills
Personal Financial..., Asset Allocation, Retirement Planning, Social Security Planning, Investment Planning, College Education..., Budget & Cash Flow..., FINRA Series 7, FINRA Series 63, FINRA Series 66
Education
Indiana University-Southeast
B.S., Finance
Horizon Wealth Management October 1999 - Present
Skills
Personal Financial..., Asset Allocation, Retirement Planning, Social Security Planning, Investment Planning, College Education..., Budget & Cash Flow..., FINRA Series 7, FINRA Series 63, FINRA Series 66
Education
Indiana University-Southeast
B.S., Finance
Jennifer (Russell) Guillot's Horizon Wealth Management Experience May 2007 - June 2015
Job Marketing Director at Louisiana Business, Inc 225 Magazine, Business Report, In Register, Daily Report
Industry Marketing and Advertising
Experience
Louisiana Business, Inc - August 2015 - Present
Horizon Wealth Management May 2007 - June 2015
27 Productions/The BamVino October 2009 - December 2014
Baton Rouge Uncorked May 2009 - December 2011
Trade One Marketing August 2005 - June 2006
ACS Athletics May 2003 - August 2005
LSU Athletics August 2004 - December 2004
LSU Athletics February 2003 - December 2004
Skills
Marketing Strategy, Marketing Management, Social Media Marketing, Branding Initiatives, Project Management, Branding & Identity, Event Planning, Marketing Communications, Strategic Planning, Business Development, Goal Setting, Executive Support, Social Media Integration, Strategic Communications, Product Development, Product Marketing, Corporate Branding, Pilates, Pilates Instruction, Core Strength
Education
Louisiana State University and Agricultural and Mechanical College 2000 — 2004
BA
Louisiana Business, Inc - August 2015 - Present
Horizon Wealth Management May 2007 - June 2015
27 Productions/The BamVino October 2009 - December 2014
Baton Rouge Uncorked May 2009 - December 2011
Trade One Marketing August 2005 - June 2006
ACS Athletics May 2003 - August 2005
LSU Athletics August 2004 - December 2004
LSU Athletics February 2003 - December 2004
Skills
Marketing Strategy, Marketing Management, Social Media Marketing, Branding Initiatives, Project Management, Branding & Identity, Event Planning, Marketing Communications, Strategic Planning, Business Development, Goal Setting, Executive Support, Social Media Integration, Strategic Communications, Product Development, Product Marketing, Corporate Branding, Pilates, Pilates Instruction, Core Strength
Education
Louisiana State University and Agricultural and Mechanical College 2000 — 2004
BA
Thomas P. Bellos II's Horizon Wealth Management Experience June 2013 - Present
Job Registered Representative/Partner, Horizon Wealth Management
Industry Financial Services
Experience
Horizon Wealth Management June 2013 - Present
O.N. Equity Sales/BFG June 2011 - April 2013
Able Title Agency, LLC January 2004 - May 2009
Oppenheimer & Company, Inc. May 2000 - December 2003
ABN AMRO Investment Services May 1997 - August 1999
Skills
Finance, Investments, Insurance, Retirement Planning, Management, Retirement, Mutual Funds, Fixed Annuities, Wealth Management, Securities, 401k, Financial Analysis, Sales, Financial Planning
Education
Oakland University 1987 — 1993
Bachelor of Science, Finance
Horizon Wealth Management June 2013 - Present
O.N. Equity Sales/BFG June 2011 - April 2013
Able Title Agency, LLC January 2004 - May 2009
Oppenheimer & Company, Inc. May 2000 - December 2003
ABN AMRO Investment Services May 1997 - August 1999
Skills
Finance, Investments, Insurance, Retirement Planning, Management, Retirement, Mutual Funds, Fixed Annuities, Wealth Management, Securities, 401k, Financial Analysis, Sales, Financial Planning
Education
Oakland University 1987 — 1993
Bachelor of Science, Finance
Katie Copeland's Horizon Wealth Management Experience March 2012 - Present
Job Front Office Assistant at Horizon Wealth Management
Industry Financial Services
Experience
Horizon Wealth Management March 2012 - Present
Louisiana State University Athletics Sports Shop September 2011 - Present
"Beyond the Game" November 2011 - November 2011
Omaha Storm Chasers January 2011 - September 2011
Greenwell Springs Baptist Church 2010 - September 2011
Marucci Bat Company 2007 - 2009
Louisiana State University 2006 - 2008
Skills
Microsoft Office, Office Administration, Community Relations, Public Relations, Customer Service, Customer Satisfaction, Customer Engagement, Administration, Database Management, Organizational..., Community Organizing, Organizing, Team Oriented, Time Management, Event Planning, Event Management, Event Marketing, Fundraising, Mentoring, Newsletters, Retail
Education
Louisiana State University and Agricultural and Mechanical College 2006 — 2008
Masters of Science, Sport Management
SMWW - Online Class
Horizon Wealth Management March 2012 - Present
Louisiana State University Athletics Sports Shop September 2011 - Present
"Beyond the Game" November 2011 - November 2011
Omaha Storm Chasers January 2011 - September 2011
Greenwell Springs Baptist Church 2010 - September 2011
Marucci Bat Company 2007 - 2009
Louisiana State University 2006 - 2008
Skills
Microsoft Office, Office Administration, Community Relations, Public Relations, Customer Service, Customer Satisfaction, Customer Engagement, Administration, Database Management, Organizational..., Community Organizing, Organizing, Team Oriented, Time Management, Event Planning, Event Management, Event Marketing, Fundraising, Mentoring, Newsletters, Retail
Education
Louisiana State University and Agricultural and Mechanical College 2006 — 2008
Masters of Science, Sport Management
SMWW - Online Class
Amanda (Abbott) Bertram's Horizon Wealth Management Experience September 2013 - June 2015
Job Office Manager
Industry Financial Services
Experience
SmartBox Web Marketing July 2015 - Present
Horizon Wealth Management September 2013 - June 2015
Atlas Brown March 2008 - March 2013
Becht/Givens Heating & Cooling November 2005 - March 2008
Skills
Accounting, Accounts Payable, Financial Reporting, Financial Analysis, Accounts Receivable, Cost Accounting, Budgets, Payroll, Notary Public, Strategic Financial..., Strategic Planning, Project Coordination, Customer Service, Securities, Equities, Municipal Bonds, Financial Planning, Business Planning, Customer Relations, Team Coordination, Inventory Management, Account Reconciliation, Team Building, Microsoft Excel, Management, Microsoft Office
Education
Indiana University-Southeast 2008 — 2016
Finance
Charlestown 1998 — 2002
SmartBox Web Marketing July 2015 - Present
Horizon Wealth Management September 2013 - June 2015
Atlas Brown March 2008 - March 2013
Becht/Givens Heating & Cooling November 2005 - March 2008
Skills
Accounting, Accounts Payable, Financial Reporting, Financial Analysis, Accounts Receivable, Cost Accounting, Budgets, Payroll, Notary Public, Strategic Financial..., Strategic Planning, Project Coordination, Customer Service, Securities, Equities, Municipal Bonds, Financial Planning, Business Planning, Customer Relations, Team Coordination, Inventory Management, Account Reconciliation, Team Building, Microsoft Excel, Management, Microsoft Office
Education
Indiana University-Southeast 2008 — 2016
Finance
Charlestown 1998 — 2002
Sally Mendoza Ash's Horizon Wealth Management Experience 2004 - 2006
Job MBA
Industry Utilities
Experience
Acadian Consulting Group February 2007 - September 2014
Horizon Wealth Management 2004 - 2006
Ascension College January 2004 - April 2004
Morgan Stanley 1998 - 2004
Skills
Strategic Planning, Data Analysis, Microsoft Excel, Customer Service, Project Management, Research, Event Planning, Analysis, Financial Analysis, Microsoft Office, Organizational..., Management, PowerPoint, Leadership Development, Public Relations, Financial Modeling, Market Research, Business Analysis, Marketing Communications, Energy, Valuation, Process Improvement, Business Strategy, Social Media Marketing, Change Management, Management Consulting, Strategy, Report Writing, Copy Editing, Blogging, Leadership
Education
Louisiana State University 2001 — 2004
MBA, 3.571
Nicholls State University 1993 — 1998
Bachelor of Science (BS), Business Administration and Management, General, 3.51
Acadian Consulting Group February 2007 - September 2014
Horizon Wealth Management 2004 - 2006
Ascension College January 2004 - April 2004
Morgan Stanley 1998 - 2004
Skills
Strategic Planning, Data Analysis, Microsoft Excel, Customer Service, Project Management, Research, Event Planning, Analysis, Financial Analysis, Microsoft Office, Organizational..., Management, PowerPoint, Leadership Development, Public Relations, Financial Modeling, Market Research, Business Analysis, Marketing Communications, Energy, Valuation, Process Improvement, Business Strategy, Social Media Marketing, Change Management, Management Consulting, Strategy, Report Writing, Copy Editing, Blogging, Leadership
Education
Louisiana State University 2001 — 2004
MBA, 3.571
Nicholls State University 1993 — 1998
Bachelor of Science (BS), Business Administration and Management, General, 3.51
Brian Sheely Brian Sheely's Horizon Wealth Management Experience January 2012 - Present
Job Brian Sheely
Industry Financial Services
Experience
Infinity Financial Group, LLC July 2015 - Present
Horizon Wealth Management January 2012 - Present
Capital One Bank- Private Client Group September 2004 - November 2011
Whitney National Bank December 2001 - August 2004
Legg Mason May 1998 - November 2001
Skills
Retirement Planning, Cash Management, Strategic Financial..., Insurance, Wealth Management..., Business Strategy, Trusts, Strategic Partnerships, Money Market, Institutional..., Private Wealth..., Financial Planning, College, Institutional Clients, Institutional Investors, Wealth Preservation, Money Management
Education
University of Mississippi 1991 — 1995
Business, General Business
Gulfport High School
Infinity Financial Group, LLC July 2015 - Present
Horizon Wealth Management January 2012 - Present
Capital One Bank- Private Client Group September 2004 - November 2011
Whitney National Bank December 2001 - August 2004
Legg Mason May 1998 - November 2001
Skills
Retirement Planning, Cash Management, Strategic Financial..., Insurance, Wealth Management..., Business Strategy, Trusts, Strategic Partnerships, Money Market, Institutional..., Private Wealth..., Financial Planning, College, Institutional Clients, Institutional Investors, Wealth Preservation, Money Management
Education
University of Mississippi 1991 — 1995
Business, General Business
Gulfport High School
Rebecca Richard's Horizon Wealth Management Experience 2008 - 2009
Job Rebecca Richard
Industry Nonprofit Organization Management
Experience
Horizon Wealth Management 2008 - 2009
Ohio Valley AFM Inc. 2004 - 2004
Department of Homeland Security 2003 - 2003
Karson’s Restaurant 2002 - 2003
Judge Automotive 2002 - 2003
Skills
Microsoft Office, Strategic Planning, Customer Service, Research, Social Media, Marketing, Management, Operations Management, Project Management, Time Management, Website Development, Website Building, Website Updating
Education
Kaplan University 2005 — 2007
Associate of Science (A.S.), Criminology, 4.0
Horizon Wealth Management 2008 - 2009
Ohio Valley AFM Inc. 2004 - 2004
Department of Homeland Security 2003 - 2003
Karson’s Restaurant 2002 - 2003
Judge Automotive 2002 - 2003
Skills
Microsoft Office, Strategic Planning, Customer Service, Research, Social Media, Marketing, Management, Operations Management, Project Management, Time Management, Website Development, Website Building, Website Updating
Education
Kaplan University 2005 — 2007
Associate of Science (A.S.), Criminology, 4.0
Frank Baumann's Horizon Wealth Management Experience August 2004 - May 2006
Job Military Officer at US Navy Seeking New Opportunity
Industry Military
Experience
US Navy January 2011 - Present
US Navy October 2007 - January 2011
Capital One May 2006 - May 2007
Horizon Wealth Management August 2004 - May 2006
Skills
Team Leadership, Team Management, Strategic Planning, Military Experience, Organizational..., Project Management, Risk Management, Information Analysis, Operational Planning, Intelligence Collection, Intelligence Analysis, Intelligence Operations, Navy, Interpersonal Skills, Financial Analysis, Briefing, Interagency Coordination, HUMINT, Counterintelligence, Intelligence Community, National Security, Microsoft Office, Foreign Policy, Afghanistan, Middle East, International Relations, SCI Clearance, Personnel Supervision, Surveillance Detection, Information Management, Leadership
Education
Louisiana State University 2002 — 2006
Bachelor's Degree, Finance, General, 3.93 GPA
US Navy January 2011 - Present
US Navy October 2007 - January 2011
Capital One May 2006 - May 2007
Horizon Wealth Management August 2004 - May 2006
Skills
Team Leadership, Team Management, Strategic Planning, Military Experience, Organizational..., Project Management, Risk Management, Information Analysis, Operational Planning, Intelligence Collection, Intelligence Analysis, Intelligence Operations, Navy, Interpersonal Skills, Financial Analysis, Briefing, Interagency Coordination, HUMINT, Counterintelligence, Intelligence Community, National Security, Microsoft Office, Foreign Policy, Afghanistan, Middle East, International Relations, SCI Clearance, Personnel Supervision, Surveillance Detection, Information Management, Leadership
Education
Louisiana State University 2002 — 2006
Bachelor's Degree, Finance, General, 3.93 GPA
Matt Kreager Matt Kreager's Horizon Wealth Management Experience July 2014 - Present
Job Associate
Industry Financial Services
Experience
Horizon Wealth Management July 2014 - Present
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Access, Finance, Financial Analysis, Teamwork, Public Speaking, Marketing, Microsoft Office, Paint, Access
Education
Michigan State University 2009 — 2013
Bachelor of Arts (B.A.), Finance, General, 3.22
Horizon Wealth Management July 2014 - Present
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Access, Finance, Financial Analysis, Teamwork, Public Speaking, Marketing, Microsoft Office, Paint, Access
Education
Michigan State University 2009 — 2013
Bachelor of Arts (B.A.), Finance, General, 3.22
Michael Cleary's Horizon Wealth Management Experience March 2015 - Present
Job Financial Advisor at Horizon Wealth Management
Industry Venture Capital & Private Equity
Experience
Horizon Wealth Management March 2015 - Present
Tullis Health Investors March 2013 - February 2014
Equus Financial Consulting/CrossBay Capital Partners September 2010 - February 2013
Bear Stearns Asset Management February 2008 - March 2009
West LB Asset Management USA November 2005 - February 2008
Thomas Capital Group April 2004 - October 2005
Russell Investment Group November 1999 - April 2004
Virginia Retirement System June 1987 - November 1999
Wheat First Securities (Wachovia Securities) May 1981 - June 1987
Dreyfus Corp. March 1980 - March 1981
Education
James Madison University 1977 — 1980
BBA, Accounting
Horizon Wealth Management March 2015 - Present
Tullis Health Investors March 2013 - February 2014
Equus Financial Consulting/CrossBay Capital Partners September 2010 - February 2013
Bear Stearns Asset Management February 2008 - March 2009
West LB Asset Management USA November 2005 - February 2008
Thomas Capital Group April 2004 - October 2005
Russell Investment Group November 1999 - April 2004
Virginia Retirement System June 1987 - November 1999
Wheat First Securities (Wachovia Securities) May 1981 - June 1987
Dreyfus Corp. March 1980 - March 1981
Education
James Madison University 1977 — 1980
BBA, Accounting
Bill Bush's Horizon Wealth Management Experience June 2015 - Present
Job Media Manager at Horizon Wealth Management
Industry Financial Services
Experience
Horizon Wealth Management June 2015 - Present
Riverside Hospital July 2012 - May 2015
HealthSouth of Alexandria November 2007 - June 2012
HealthSouth of Alexandria November 2003 - October 2007
Synergy Home Health March 2002 - November 2003
Red Simpson, Inc. February 2001 - March 2002
KLAX-TV September 1988 - February 2001
Skills
Strategic Planning, Healthcare Management, Healthcare, Hospitals, Public Speaking, Video Production, Non-profits, Editing, Healthcare Consulting, Strategic Communications, Team Building, Managed Care, Press Releases, Sales, Media Relations, Account Management, Program Development, Leadership Development, Revenue Cycle, Leadership, Marketing, Community Outreach, Fundraising, Public Relations, Physician Relations, Event Planning, Community Development, Nonprofits
Education
Louisiana State University 1983 — 1987
BA, Broadcast Journalism, Business Administration
Horizon Wealth Management June 2015 - Present
Riverside Hospital July 2012 - May 2015
HealthSouth of Alexandria November 2007 - June 2012
HealthSouth of Alexandria November 2003 - October 2007
Synergy Home Health March 2002 - November 2003
Red Simpson, Inc. February 2001 - March 2002
KLAX-TV September 1988 - February 2001
Skills
Strategic Planning, Healthcare Management, Healthcare, Hospitals, Public Speaking, Video Production, Non-profits, Editing, Healthcare Consulting, Strategic Communications, Team Building, Managed Care, Press Releases, Sales, Media Relations, Account Management, Program Development, Leadership Development, Revenue Cycle, Leadership, Marketing, Community Outreach, Fundraising, Public Relations, Physician Relations, Event Planning, Community Development, Nonprofits
Education
Louisiana State University 1983 — 1987
BA, Broadcast Journalism, Business Administration
Clint Gautreau's Horizon Wealth Management Experience September 2013 - Present
Job Financial Advisor at Horizon Wealth Management
Industry Financial Services
Experience
Horizon Wealth Management September 2013 - Present
Pinnacle Home Health November 2008 - September 2013
The NeuroMedical Center Surgical Hospital May 2007 - November 2008
Woman's Hospital April 2006 - May 2007
Baton Rouge General Medical Center June 2003 - April 2006
Skills
Strategic Financial..., Financial Analysis, Budgets, Process Improvement, Healthcare, Financial Reporting, Forecasting, Microsoft Excel, Healthcare Management, Managerial Finance, Financial Accounting
Education
Louisiana State University 1999 — 2003
BS, Finance
Horizon Wealth Management September 2013 - Present
Pinnacle Home Health November 2008 - September 2013
The NeuroMedical Center Surgical Hospital May 2007 - November 2008
Woman's Hospital April 2006 - May 2007
Baton Rouge General Medical Center June 2003 - April 2006
Skills
Strategic Financial..., Financial Analysis, Budgets, Process Improvement, Healthcare, Financial Reporting, Forecasting, Microsoft Excel, Healthcare Management, Managerial Finance, Financial Accounting
Education
Louisiana State University 1999 — 2003
BS, Finance
Diane Kotil's Horizon Wealth Management Experience 2006 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Perritt Capital Management May 2015 - Present
Neuberger Berman June 2014 - December 2014
Horizon Wealth Management 2006 - 2013
Yacktman Asset Management Co. May 1992 - June 2005
Skills
Marketing, Account Management, Strategic Planning, Start-ups, Training, Insurance, Investments, Strategic Financial..., Accounting, Retirement Planning, Portfolio Management, Series 7, Asset Management, Investment Advisory, Wealth Management
Education
Northern Illinois University - College of Business
Bachelor of Science (B.S.), Business/Marketing
Perritt Capital Management May 2015 - Present
Neuberger Berman June 2014 - December 2014
Horizon Wealth Management 2006 - 2013
Yacktman Asset Management Co. May 1992 - June 2005
Skills
Marketing, Account Management, Strategic Planning, Start-ups, Training, Insurance, Investments, Strategic Financial..., Accounting, Retirement Planning, Portfolio Management, Series 7, Asset Management, Investment Advisory, Wealth Management
Education
Northern Illinois University - College of Business
Bachelor of Science (B.S.), Business/Marketing