JP Turner & Company, LLC
Description
J.P. Turner & Company was an independent broker-dealer founded in 1997 by investment professionals Tim McAfee and Bill Mello. Headquarters: Atlanta, GA Parent organization: Aretec Group, Inc. Subsidiary: J.P Turner & Co., Asset Management Arm
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JP Turner & Company, LLC Employees
Employee
Years
Job
Industry
Dustin Benning Dustin Benning's JP Turner & Company, LLC Experience March 2014 - February 2015
Job E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial Corporation February 2015 - Present
J.P. Turner & Company, LLC March 2014 - February 2015
Top Notch Realty Services January 2013 - March 2014
Top Notch Realty Services January 2012 - January 2013
Skills
Microsoft Excel, Management, Teamwork, Time Management, Accounts Receivable, Microsoft Office, PowerPoint, Leadership, Finance, Financial Analysis, Account Management, Sales, Accounts Payable, Marketing, Social Networking, Banking, Financial Reporting, Social Media, Financial Accounting, Corporate Finance, Investment Advisory..., Independent Financial..., People Skills, Project Management, Registered Investment..., Series 7
Education
University of Central Florida 2009 — 2013
Bachelor of Science (BS), Finance and Financial Management Services
Vergennes Union High School 2004 — 2008
High School
E*TRADE Financial Corporation February 2015 - Present
J.P. Turner & Company, LLC March 2014 - February 2015
Top Notch Realty Services January 2013 - March 2014
Top Notch Realty Services January 2012 - January 2013
Skills
Microsoft Excel, Management, Teamwork, Time Management, Accounts Receivable, Microsoft Office, PowerPoint, Leadership, Finance, Financial Analysis, Account Management, Sales, Accounts Payable, Marketing, Social Networking, Banking, Financial Reporting, Social Media, Financial Accounting, Corporate Finance, Investment Advisory..., Independent Financial..., People Skills, Project Management, Registered Investment..., Series 7
Education
University of Central Florida 2009 — 2013
Bachelor of Science (BS), Finance and Financial Management Services
Vergennes Union High School 2004 — 2008
High School
Kyle Finegan Kyle Finegan's JP Turner & Company, LLC Experience June 2007 - August 2007
Job Associate, J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2014 - Present
J.P. Morgan June 2013 - August 2013
Croft & Bender May 2011 - July 2012
Croft & Bender June 2010 - May 2011
Croft & Bender July 2008 - June 2010
J.P. Turner & Company, LLC June 2007 - August 2007
Smith Barney May 2006 - August 2006
Skills
Investment Banking, Valuation, Private Equity, Venture Capital, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Business Valuation, Due Diligence
Education
Emory University - Goizueta Business School 2012 — 2014
MBA
The University of Georgia 2004 — 2008
Finance, Spanish, Leadership Certificate
Centennial High School 2000 — 2004
J.P. Morgan July 2014 - Present
J.P. Morgan June 2013 - August 2013
Croft & Bender May 2011 - July 2012
Croft & Bender June 2010 - May 2011
Croft & Bender July 2008 - June 2010
J.P. Turner & Company, LLC June 2007 - August 2007
Smith Barney May 2006 - August 2006
Skills
Investment Banking, Valuation, Private Equity, Venture Capital, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Business Valuation, Due Diligence
Education
Emory University - Goizueta Business School 2012 — 2014
MBA
The University of Georgia 2004 — 2008
Finance, Spanish, Leadership Certificate
Centennial High School 2000 — 2004
Trevor Begley Trevor Begley's JP Turner & Company, LLC Experience May 2014 - May 2015
Job Investment Analyst at Aon
Industry Financial Services
Experience
Aon Hewitt June 2015 - Present
J.P. Turner & Company, LLC May 2014 - May 2015
USC Student Media September 2012 - August 2014
ADP May 2012 - August 2013
Skills
Communication Skills, People Skills, Creative Problem Solving, Analytical Problem..., Timely Decision Making, Working in Teams, Creativity, Taking Initiative, Sales, Inventive, Team Management, Working Under Pressure, Organization, Public Speaking, Sales Presentations, Market Analysis, Communication
Education
University of South Carolina-Columbia 2011 — 2015
Northview High School 2007 — 2011
Aon Hewitt June 2015 - Present
J.P. Turner & Company, LLC May 2014 - May 2015
USC Student Media September 2012 - August 2014
ADP May 2012 - August 2013
Skills
Communication Skills, People Skills, Creative Problem Solving, Analytical Problem..., Timely Decision Making, Working in Teams, Creativity, Taking Initiative, Sales, Inventive, Team Management, Working Under Pressure, Organization, Public Speaking, Sales Presentations, Market Analysis, Communication
Education
University of South Carolina-Columbia 2011 — 2015
Northview High School 2007 — 2011
Justin Gipson Justin Gipson's JP Turner & Company, LLC Experience July 2013 - October 2013
Job Finance
Industry Financial Services
Experience
J.P. Turner & Company, LLC July 2013 - October 2013
Skills
Series 6, Series 63, Licensed Life Insurance..., Financial Analysis, Investment Strategies, Cold Calling, Portfolio Management, Options, Recruiting, Managed Funds, Stock Management, Mathematics, Equity Research, Organizational Structure, Organizational..., Microsoft Office, SAP
Education
University of West Georgia 2013 — 2015
BA in Finance
Georgia Highlands College 2011 — 2012
J.P. Turner & Company, LLC July 2013 - October 2013
Skills
Series 6, Series 63, Licensed Life Insurance..., Financial Analysis, Investment Strategies, Cold Calling, Portfolio Management, Options, Recruiting, Managed Funds, Stock Management, Mathematics, Equity Research, Organizational Structure, Organizational..., Microsoft Office, SAP
Education
University of West Georgia 2013 — 2015
BA in Finance
Georgia Highlands College 2011 — 2012
Shreena Patel Shreena Patel's JP Turner & Company, LLC Experience August 2014 - December 2014
Job Finance Specialist at The Boston Consulting Group
Industry Financial Services
Experience
The Boston Consulting Group March 2015 - Present
J.P. Turner & Company, LLC August 2014 - December 2014
It's The Journey, Inc. (The Atlanta 2-Day Walk for Breast Cancer) October 2013 - December 2014
Southend Supply Co. March 2013 - December 2014
Magnolia Events and Planning, Co. May 2013 - July 2013
Forsyth Pharmacy August 2009 - January 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Social Media..., MS Project, Microsoft Office, Recruiting, Customer Service
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2014
Bachelor's Degree, Finance, General
Georgia State University - J. Mack Robinson College of Business 2011 — 2014
Hospitality Administration/Management
The Boston Consulting Group March 2015 - Present
J.P. Turner & Company, LLC August 2014 - December 2014
It's The Journey, Inc. (The Atlanta 2-Day Walk for Breast Cancer) October 2013 - December 2014
Southend Supply Co. March 2013 - December 2014
Magnolia Events and Planning, Co. May 2013 - July 2013
Forsyth Pharmacy August 2009 - January 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Social Media..., MS Project, Microsoft Office, Recruiting, Customer Service
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2014
Bachelor's Degree, Finance, General
Georgia State University - J. Mack Robinson College of Business 2011 — 2014
Hospitality Administration/Management
Marques Bates, MBA's JP Turner & Company, LLC Experience July 2012 - May 2015
Job Deputy Chief Compliance Officer at JP Turner & Company, LLC
Industry Financial Services
Experience
Cetera Financial Group May 2015 - Present
JP Turner & Company, LLC July 2012 - May 2015
J.P. Turner & Company, LLC January 2012 - July 2012
J.P. Turner & Company, LLC January 2008 - January 2012
Prudential Financial December 2004 - November 2006
Skills
Compliance, Series 7, Private Equity, Securities, Alternative Investments, Due Diligence, Customer Service, Public Speaking, Internal Audit, Equities, Auditing, Administration, Microsoft Office, Word, PowerPoint, Excel, Investments, Series 24, Series 66, FINRA, System Administration, Microsoft Excel, Uniform Combined State..., Microsoft Word, Asset Allocation, Series 65, Investment Strategies, Strategic Financial..., Bloomberg Terminal, Bonds, Investment Banking, Securities Regulation, Broker-Dealer, Fixed Annuities, Risk Management, Financial Advisory, Series 6, Wealth Management, Private Placements, Equity Trading, Financial Services, Investment Advisory, Options, Financial Modeling, 401k Rollovers, Hedge Funds, AML, Investment Management, Corporate Finance, 401k
Education
Saint Leo University 2011 — 2012
MBA, Business Administration and Management, General
Morehouse College 2000 — 2003
BA, Finance
Cetera Financial Group May 2015 - Present
JP Turner & Company, LLC July 2012 - May 2015
J.P. Turner & Company, LLC January 2012 - July 2012
J.P. Turner & Company, LLC January 2008 - January 2012
Prudential Financial December 2004 - November 2006
Skills
Compliance, Series 7, Private Equity, Securities, Alternative Investments, Due Diligence, Customer Service, Public Speaking, Internal Audit, Equities, Auditing, Administration, Microsoft Office, Word, PowerPoint, Excel, Investments, Series 24, Series 66, FINRA, System Administration, Microsoft Excel, Uniform Combined State..., Microsoft Word, Asset Allocation, Series 65, Investment Strategies, Strategic Financial..., Bloomberg Terminal, Bonds, Investment Banking, Securities Regulation, Broker-Dealer, Fixed Annuities, Risk Management, Financial Advisory, Series 6, Wealth Management, Private Placements, Equity Trading, Financial Services, Investment Advisory, Options, Financial Modeling, 401k Rollovers, Hedge Funds, AML, Investment Management, Corporate Finance, 401k
Education
Saint Leo University 2011 — 2012
MBA, Business Administration and Management, General
Morehouse College 2000 — 2003
BA, Finance
Daniel Klemm Jr.'s JP Turner & Company, LLC Experience May 2014 - Present
Job Summer Analyst at JP Turner & Company, LLC
Industry Banking
Experience
J.P. Turner & Company, LLC May 2014 - Present
USC Student-Managed Investment Fund January 2015 - May 2015
First Citizens Bank and Trust Company, Inc. September 2012 - February 2015
The Compounding Center August 2008 - May 2014
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Facebook, Point of Sales, Pharmacy Technicians, Cold Calling, Windows 7, Accounts Receivable, A/R collections, Collections, Macintosh Applications, Windows XP Pro, Management, Training, Portfolio Management, Cash Flow Forecasting, REIT, RMDS, Public Speaking, Social Media, Teamwork
Education
University of South Carolina-Columbia 2011 — 2015
Bachelor of Science, Business Administration (B.S.B.A), Finance, Risk Management and Insurance, Political Science
Heritage High School 2007 — 2011
Advanced Diploma
J.P. Turner & Company, LLC May 2014 - Present
USC Student-Managed Investment Fund January 2015 - May 2015
First Citizens Bank and Trust Company, Inc. September 2012 - February 2015
The Compounding Center August 2008 - May 2014
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Facebook, Point of Sales, Pharmacy Technicians, Cold Calling, Windows 7, Accounts Receivable, A/R collections, Collections, Macintosh Applications, Windows XP Pro, Management, Training, Portfolio Management, Cash Flow Forecasting, REIT, RMDS, Public Speaking, Social Media, Teamwork
Education
University of South Carolina-Columbia 2011 — 2015
Bachelor of Science, Business Administration (B.S.B.A), Finance, Risk Management and Insurance, Political Science
Heritage High School 2007 — 2011
Advanced Diploma
Donald Blackwell Donald Blackwell's JP Turner & Company, LLC Experience December 2011 - Present
Job Registered Investment Adviser Representative at J.P. Turner & Company, LLC
Industry Financial Services
Experience
J.P. Turner & Company, LLC December 2011 - Present
Calton & Associates, Inc. June 2010 - November 2011
Skills
Microsoft Excel, Financial Analysis, Finance, Risk Management, PowerPoint, Portfolio Management, Financial Services, Financial Planning, Equities, Management
Education
University of Mississippi
J.P. Turner & Company, LLC December 2011 - Present
Calton & Associates, Inc. June 2010 - November 2011
Skills
Microsoft Excel, Financial Analysis, Finance, Risk Management, PowerPoint, Portfolio Management, Financial Services, Financial Planning, Equities, Management
Education
University of Mississippi
Charles Armstrong Charles Armstrong's JP Turner & Company, LLC Experience May 2012 - August 2012
Job Account Executive
Industry Telecommunications
Experience
Vonage Business Solutions January 2014 - Present
Georgia College & State University August 2013 - December 2013
NFL September 2013 - September 2013
NFL & Vogue August 2013 - September 2013
J.P. Turner & Company, LLC May 2012 - August 2012
Vector Marketing December 2011 - June 2012
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Facebook, Social Media, Event Planning, Marketing, Press Releases, Sales, Marketing Strategy
Education
Georgia College and State University 2011 — 2013
Bachelor's of Business Administration, Management, Minor: Marketing
Vonage Business Solutions January 2014 - Present
Georgia College & State University August 2013 - December 2013
NFL September 2013 - September 2013
NFL & Vogue August 2013 - September 2013
J.P. Turner & Company, LLC May 2012 - August 2012
Vector Marketing December 2011 - June 2012
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Facebook, Social Media, Event Planning, Marketing, Press Releases, Sales, Marketing Strategy
Education
Georgia College and State University 2011 — 2013
Bachelor's of Business Administration, Management, Minor: Marketing
Michael Trentacoste's JP Turner & Company, LLC Experience January 2008 - July 2008
Job VP Business Banking Relationship Manager at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A. May 2014 - Present
Santander Bank, N.A. (formerly Sovereign Bank) June 2013 - May 2014
Chase Bank October 2009 - May 2013
Chase Investment Services Corporation October 2009 - March 2011
Center for Wealth Preservation June 2008 - June 2009
J.P. Turner & Company, LLC January 2008 - July 2008
Skills
Business Banking Options, Business Cash Flow..., Business Lending, SBA Lending, Credit Analysis, Credit, Portfolio Management, Commercial Banking, Commercial Lending, Credit Risk, Cross Selling, Lines Of Credit, Small Business Lending, Loan Origination, Banking, Relationship Management, Cash Management, Commercial Mortgages, Financial Risk, Loans, Mortgage Lending, Financial Analysis, SBA
Education
State University of New York at Old Westbury 2006 — 2008
BS Business Administration, Finance & Business Management
State University of New York at Stony Brook 2004 — 2006
Bachelor of Science (BS), Business Administration & Finance
Santander Bank, N.A. May 2014 - Present
Santander Bank, N.A. (formerly Sovereign Bank) June 2013 - May 2014
Chase Bank October 2009 - May 2013
Chase Investment Services Corporation October 2009 - March 2011
Center for Wealth Preservation June 2008 - June 2009
J.P. Turner & Company, LLC January 2008 - July 2008
Skills
Business Banking Options, Business Cash Flow..., Business Lending, SBA Lending, Credit Analysis, Credit, Portfolio Management, Commercial Banking, Commercial Lending, Credit Risk, Cross Selling, Lines Of Credit, Small Business Lending, Loan Origination, Banking, Relationship Management, Cash Management, Commercial Mortgages, Financial Risk, Loans, Mortgage Lending, Financial Analysis, SBA
Education
State University of New York at Old Westbury 2006 — 2008
BS Business Administration, Finance & Business Management
State University of New York at Stony Brook 2004 — 2006
Bachelor of Science (BS), Business Administration & Finance
Erik Deneault Erik Deneault's JP Turner & Company, LLC Experience August 2004 - June 2005
Job Owner, Orchard Lane Energy LLP, Owner Ridgeway and Conger Inc./ Financial Advisor
Industry Financial Services
Experience
Ridgeway and Conger Inc. October 2007 - Present
Orchard Lane Energy LLP 2007 - July 2008
Pointe Capital Inc. June 2005 - October 2007
J.P. Turner & Company, LLC August 2004 - June 2005
Education
Johnson & Wales Univ. Providence RI. 1997 — 2001
Ridgeway and Conger Inc. October 2007 - Present
Orchard Lane Energy LLP 2007 - July 2008
Pointe Capital Inc. June 2005 - October 2007
J.P. Turner & Company, LLC August 2004 - June 2005
Education
Johnson & Wales Univ. Providence RI. 1997 — 2001
Dilshan Subasinghe Dilshan Subasinghe's JP Turner & Company, LLC Experience August 2014 - December 2014
Job Business Advisory Services Associate at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP January 2015 - Present
J.P. Turner & Company, LLC August 2014 - December 2014
United States Marine Corps August 2010 - July 2014
The St. Regis Atlanta May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, Accounting, QuickBooks, PowerPoint, Financial Accounting, Outlook, Teamwork, Customer Service, Microsoft Word, Public Speaking, Account Reconciliation, Access, Leadership, GAAP, Accounts Receivable, Data Entry, Data Analysis, Management, Financial Reporting, Finance, Financial Analysis, Tax, Accounts Payable, General Ledger, Nonprofits, Auditing, Internal Audit, Hedge Funds, Investment Banking, Investment Valuation, Portfolio Management, Risk Management, Risk Assessment, Analysis, Training, Security Clearance
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2014
Bachelor's Degree, Accounting
Georgia State University - J. Mack Robinson College of Business 2010 — 2014
Bachelor's Degree, Finance
Georgia Tech 2010 — 2014
U.S Marine Corps NROTC, Naval Science and Operations
Grant Thornton LLP January 2015 - Present
J.P. Turner & Company, LLC August 2014 - December 2014
United States Marine Corps August 2010 - July 2014
The St. Regis Atlanta May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, Accounting, QuickBooks, PowerPoint, Financial Accounting, Outlook, Teamwork, Customer Service, Microsoft Word, Public Speaking, Account Reconciliation, Access, Leadership, GAAP, Accounts Receivable, Data Entry, Data Analysis, Management, Financial Reporting, Finance, Financial Analysis, Tax, Accounts Payable, General Ledger, Nonprofits, Auditing, Internal Audit, Hedge Funds, Investment Banking, Investment Valuation, Portfolio Management, Risk Management, Risk Assessment, Analysis, Training, Security Clearance
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2014
Bachelor's Degree, Accounting
Georgia State University - J. Mack Robinson College of Business 2010 — 2014
Bachelor's Degree, Finance
Georgia Tech 2010 — 2014
U.S Marine Corps NROTC, Naval Science and Operations
Nathan Barnard, CFA's JP Turner & Company, LLC Experience December 2005 - May 2006
Job Fixed Income Analyst at Leader Capital Corp
Industry Investment Management
Experience
Leader Capital Corp April 2014 - Present
R.V. Kuhns & Associates, Inc September 2010 - April 2014
R.V. Kuhns & Associates, Inc December 2007 - September 2010
M.B.A. Financial Services, LLC May 2006 - May 2007
J.P. Turner & Company, LLC December 2005 - May 2006
Skills
Asset Allocation, Portfolio Management, Fixed Income, Financial Modeling, Performance Attribution, Fixed Income Analysis, Investment Strategies, Capital Markets, Alternative Investments, Hedge Funds
Education
University of Colorado at Boulder - Leeds School of Business 2003 — 2007
Bachelors Science Business Administration, Finance
Instituto Tecnológico y de Estudios Superiores de Monterrey 2005 — 2005
Leader Capital Corp April 2014 - Present
R.V. Kuhns & Associates, Inc September 2010 - April 2014
R.V. Kuhns & Associates, Inc December 2007 - September 2010
M.B.A. Financial Services, LLC May 2006 - May 2007
J.P. Turner & Company, LLC December 2005 - May 2006
Skills
Asset Allocation, Portfolio Management, Fixed Income, Financial Modeling, Performance Attribution, Fixed Income Analysis, Investment Strategies, Capital Markets, Alternative Investments, Hedge Funds
Education
University of Colorado at Boulder - Leeds School of Business 2003 — 2007
Bachelors Science Business Administration, Finance
Instituto Tecnológico y de Estudios Superiores de Monterrey 2005 — 2005
Rebecca Farish Rebecca Farish's JP Turner & Company, LLC Experience January 2015 - February 2015
Job Operations Manager at Ascendant Capital, LLC.
Industry Public Relations and Communications
Experience
Ascendant Capital, LLC. August 2015 - Present
Ascendant Capital, LLC. February 2015 - August 2015
J.P. Turner & Company, LLC January 2015 - February 2015
JP Turner & Company, LLC August 2013 - January 2015
Serenity Wellness Spa & Salon July 2011 - May 2013
Zeta Tau Alpha November 2011 - November 2012
WGUR 88.9 FM The Edge January 2012 - May 2012
WGUR 88.9 FM The Edge August 2011 - December 2011
Northridge Christian Church August 2011 - December 2011
Merle Norman Cosmetics October 2010 - October 2011
Skills
Event Planning, Social Media, Public Speaking, Personality, Audio Editing, Facebook, Writing, Marketing, Social Media Marketing, Press Releases, Event Management, Newsletters, Editing, Media Relations, Social Networking
Education
Georgia College and State University 2009 — 2013
Bachelor of Arts (BA), Mass Communication/Public Relations
State University of West Georgia 2009 — 2009
Ascendant Capital, LLC. August 2015 - Present
Ascendant Capital, LLC. February 2015 - August 2015
J.P. Turner & Company, LLC January 2015 - February 2015
JP Turner & Company, LLC August 2013 - January 2015
Serenity Wellness Spa & Salon July 2011 - May 2013
Zeta Tau Alpha November 2011 - November 2012
WGUR 88.9 FM The Edge January 2012 - May 2012
WGUR 88.9 FM The Edge August 2011 - December 2011
Northridge Christian Church August 2011 - December 2011
Merle Norman Cosmetics October 2010 - October 2011
Skills
Event Planning, Social Media, Public Speaking, Personality, Audio Editing, Facebook, Writing, Marketing, Social Media Marketing, Press Releases, Event Management, Newsletters, Editing, Media Relations, Social Networking
Education
Georgia College and State University 2009 — 2013
Bachelor of Arts (BA), Mass Communication/Public Relations
State University of West Georgia 2009 — 2009
Eric Marvin, CFP®, CRPC® Eric Marvin, CFP®, CRPC®'s JP Turner & Company, LLC Experience March 2011 - June 2014
Job CEO & CoFounder at M&M Wealth Management, LLC
Industry Financial Services
Experience
M&M Wealth Management, LLC June 2014 - Present
J.P. Turner & Company, LLC March 2011 - June 2014
Merrill Lynch Wealth Management March 2006 - March 2011
MetLife Financial Services January 2004 - December 2005
Education
The University of Akron 2000 — 2004
Finance, Financial Planning
M&M Wealth Management, LLC June 2014 - Present
J.P. Turner & Company, LLC March 2011 - June 2014
Merrill Lynch Wealth Management March 2006 - March 2011
MetLife Financial Services January 2004 - December 2005
Education
The University of Akron 2000 — 2004
Finance, Financial Planning
Eric J. Dec's JP Turner & Company, LLC Experience December 2006 - Present
Job Corporate Counsel at J.P. Turner & Company, LLC
Industry Investment Management
Experience
J.P. Turner & Company, LLC December 2006 - Present
Education
Atlanta's John Marshall Law School
JD, Law
Nichols College
BS, Finance
J.P. Turner & Company, LLC December 2006 - Present
Education
Atlanta's John Marshall Law School
JD, Law
Nichols College
BS, Finance
CHANCE WILLIAMS CHANCE WILLIAMS's JP Turner & Company, LLC Experience December 2014 - Present
Job Attended Kennesaw State University
Industry Computer Software
Experience
J.P. Turner & Company, LLC December 2014 - Present
Amazon October 2013 - December 2014
United States Marine Corps August 2006 - August 2010
Skills
Security, Management, Military Operations, Military, Operational Planning, Project Management, Troubleshooting, C#, Windows, jQuery, Python, Java, JavaScript, HTML, MySQL, Microsoft SQL Server, Software Development, CSS
Education
Kennesaw State University 2011 — 2014
Bachelor of Science (B.S.) - Computer Science, Computer Science
J.P. Turner & Company, LLC December 2014 - Present
Amazon October 2013 - December 2014
United States Marine Corps August 2006 - August 2010
Skills
Security, Management, Military Operations, Military, Operational Planning, Project Management, Troubleshooting, C#, Windows, jQuery, Python, Java, JavaScript, HTML, MySQL, Microsoft SQL Server, Software Development, CSS
Education
Kennesaw State University 2011 — 2014
Bachelor of Science (B.S.) - Computer Science, Computer Science
Ben Hughes, MBA Ben Hughes, MBA's JP Turner & Company, LLC Experience December 2006 - April 2007
Job Financial / Treasury Analyst helping managers improve operations while offloading their administrative burdens ♦ LION
Industry Investment Management
Experience
HFE November 2009 - Present
Prognosive 2014 - 2015
Prognosive 2014 - 2015
Prognosive 2014 - 2015
Prognosive 2014 - 2015
Georgia Firefighters' Pension Fund April 2007 - October 2009
J.P. Turner & Company, LLC December 2006 - April 2007
Virtuant Corp February 2002 - October 2006
J.P.Turner & Company, LLC October 1997 - April 2001
Public Opinion Research, Inc January 1996 - October 1997
Skills
Treasury, Corporate Finance, Financial Analysis, Forecast Modeling, Forecasting, Model Validation, Budgeting, Liquidity Management, Cash Management, Ad Hoc Reporting, Variance Analysis, Fit/Gap Analysis, Risk Analysis, Process Engineering, Workflow Analysis, Financial Reporting, Management Presentations, Investor Presentations, Firm Valuation, Management Consulting, Project Planning, Project Execution, Investment Banking, Term Sheets, Credit Facilities, Capital Structure, Credit Portfolio..., Credit Analysis, Marketing Research, Industry Trend Analysis, Compliance, Demographics, Vendor Management, Legal Documentation, Records Management, Patent preparation, Property Management, Reconciling, Accruals, Project Management, Portfolio Management, Valuation, Budgets, Start-ups, CRM, Investments, Asset Management, Analysis, Investor Relations
Education
University of North Carolina at Wilmington 1985 — 1988
MBA, Business
University of Alabama 1979 — 1981
B.S., Finance, Corp Finance & Investment Analysis
HFE November 2009 - Present
Prognosive 2014 - 2015
Prognosive 2014 - 2015
Prognosive 2014 - 2015
Prognosive 2014 - 2015
Georgia Firefighters' Pension Fund April 2007 - October 2009
J.P. Turner & Company, LLC December 2006 - April 2007
Virtuant Corp February 2002 - October 2006
J.P.Turner & Company, LLC October 1997 - April 2001
Public Opinion Research, Inc January 1996 - October 1997
Skills
Treasury, Corporate Finance, Financial Analysis, Forecast Modeling, Forecasting, Model Validation, Budgeting, Liquidity Management, Cash Management, Ad Hoc Reporting, Variance Analysis, Fit/Gap Analysis, Risk Analysis, Process Engineering, Workflow Analysis, Financial Reporting, Management Presentations, Investor Presentations, Firm Valuation, Management Consulting, Project Planning, Project Execution, Investment Banking, Term Sheets, Credit Facilities, Capital Structure, Credit Portfolio..., Credit Analysis, Marketing Research, Industry Trend Analysis, Compliance, Demographics, Vendor Management, Legal Documentation, Records Management, Patent preparation, Property Management, Reconciling, Accruals, Project Management, Portfolio Management, Valuation, Budgets, Start-ups, CRM, Investments, Asset Management, Analysis, Investor Relations
Education
University of North Carolina at Wilmington 1985 — 1988
MBA, Business
University of Alabama 1979 — 1981
B.S., Finance, Corp Finance & Investment Analysis
Robbin E. Cooper's JP Turner & Company, LLC Experience 2001 - January 2007
Job Business Development
Industry Information Technology and Services
Experience
GE Transportation's Global Services and Solutions June 2010 - Present
(Self Employed) May 2009 - April 2010
Orange Real Estate Investment Trust February 2007 - April 2009
J.P. Turner & Company, LLC 2001 - January 2007
CSX Transportation 1996 - 2000
Education
University of Central Florida
MBA / BSBA
GE Transportation's Global Services and Solutions June 2010 - Present
(Self Employed) May 2009 - April 2010
Orange Real Estate Investment Trust February 2007 - April 2009
J.P. Turner & Company, LLC 2001 - January 2007
CSX Transportation 1996 - 2000
Education
University of Central Florida
MBA / BSBA
Mandy Ordonez Mandy Ordonez's JP Turner & Company, LLC Experience May 2001 - November 2007
Job Owner, Ordonez Investments
Industry Capital Markets
Experience
Ordonez Investments January 2008 - Present
J.P. Turner & Company, LLC May 2001 - November 2007
Education
The University of Connecticut School of Business 2000 — 2004
BS, Finance
Ordonez Investments January 2008 - Present
J.P. Turner & Company, LLC May 2001 - November 2007
Education
The University of Connecticut School of Business 2000 — 2004
BS, Finance
Dani Shearman Dani Shearman's JP Turner & Company, LLC Experience August 2007 - December 2007
Job Executive Support at Boeing
Industry Aviation & Aerospace
Experience
Boeing Defense, Space & Security October 2014 - Present
Boeing Defense, Space & Security July 2013 - October 2014
Boeing Commercial Airplanes March 2011 - July 2013
Boeing Defense, Space & Security May 2009 - March 2011
Apodidomai Foundation December 2005 - December 2010
Boeing Commercial Airplanes May 2010 - November 2010
Boeing Commercial Airplanes May 2008 - August 2008
J.P. Turner & Company, LLC August 2007 - December 2007
Education
Stanford University 2015 — 2016
Graduate Certificate
Washington University in St. Louis 2015 — 2015
Stanford University 2014 — 2014
Graduate Certificiate
University of California, Irvine 2009 — 2010
Graduate Certificate
University of Colorado Boulder 2004 — 2009
BA
University of Colorado Boulder - Leeds School of Business 2004 — 2009
BS
Boeing Defense, Space & Security October 2014 - Present
Boeing Defense, Space & Security July 2013 - October 2014
Boeing Commercial Airplanes March 2011 - July 2013
Boeing Defense, Space & Security May 2009 - March 2011
Apodidomai Foundation December 2005 - December 2010
Boeing Commercial Airplanes May 2010 - November 2010
Boeing Commercial Airplanes May 2008 - August 2008
J.P. Turner & Company, LLC August 2007 - December 2007
Education
Stanford University 2015 — 2016
Graduate Certificate
Washington University in St. Louis 2015 — 2015
Stanford University 2014 — 2014
Graduate Certificiate
University of California, Irvine 2009 — 2010
Graduate Certificate
University of Colorado Boulder 2004 — 2009
BA
University of Colorado Boulder - Leeds School of Business 2004 — 2009
BS
Nirnay Patel's JP Turner & Company, LLC Experience May 2015 - Present
Job Information Technology Intern at J.P. Turner & Company, LLC
Industry Computer Software
Experience
J.P. Turner & Company, LLC May 2015 - Present
Ramada Inn May 2013 - Present
Skills
Computer Science, Computer Hardware, Computer Security, Management, Programming, Team Leadership, Customer Relations, java, JavaScript, Robotics, C++, Matlab, Lua, Hospitality, Foreign Languages, Small Business, Ruby, Software Architecture, Unix, HTML, Microsoft Office, Database Administration, Windows XP, C, Java, SQL, Linux, Microsoft Excel, Teamwork, Windows
Education
University of South Carolina-Columbia 2012 — 2017
Computer Science
J.P. Turner & Company, LLC May 2015 - Present
Ramada Inn May 2013 - Present
Skills
Computer Science, Computer Hardware, Computer Security, Management, Programming, Team Leadership, Customer Relations, java, JavaScript, Robotics, C++, Matlab, Lua, Hospitality, Foreign Languages, Small Business, Ruby, Software Architecture, Unix, HTML, Microsoft Office, Database Administration, Windows XP, C, Java, SQL, Linux, Microsoft Excel, Teamwork, Windows
Education
University of South Carolina-Columbia 2012 — 2017
Computer Science
Martin Adebowale Martin Adebowale's JP Turner & Company, LLC Experience May 2014 - August 2014
Job Entrepreneur & Aspiring CPA
Industry Accounting
Experience
Anthony International June 2015 - Present
Tax & Accounting Resolution December 2012 - Present
J.P. Turner & Company, LLC May 2014 - August 2014
Skills
Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Sales, Teamwork, Social Networking, Income Tax, Customer Service, Time Management, Tax, Tax Preparation, Social Media Marketing, Payroll, Microsoft Office, Social Media, Financial Statements, Management, Data Entry, Public Speaking
Education
Georgia Southern University 2011 — 2014
Bachelor of Business Administration (BBA), Accounting
Anthony International June 2015 - Present
Tax & Accounting Resolution December 2012 - Present
J.P. Turner & Company, LLC May 2014 - August 2014
Skills
Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Sales, Teamwork, Social Networking, Income Tax, Customer Service, Time Management, Tax, Tax Preparation, Social Media Marketing, Payroll, Microsoft Office, Social Media, Financial Statements, Management, Data Entry, Public Speaking
Education
Georgia Southern University 2011 — 2014
Bachelor of Business Administration (BBA), Accounting
D. Lukas Pilgrim's JP Turner & Company, LLC Experience July 2012 - November 2013
Job Investor Relations & Engagment
Industry Public Relations and Communications
Experience
Metro Atlanta Chamber January 2015 - Present
Metro Atlanta Chamber April 2014 - December 2014
Deer Valley Resort November 2013 - April 2014
J.P. Turner & Company, LLC July 2012 - November 2013
Turner Wealth Management May 2012 - July 2012
Home-Grown Industries of Ga, Inc. dba Mellow Mushroom August 2009 - June 2012
Skills
Leadership, Sales, Event Management, Customer Service, Marketing, Social Media, Public Relations, Sports Marketing, Microsoft Excel, Volunteering, Philanthropy, PowerPoint, Data Analysis, Corporate Branding, Microsoft CRM, Marketing Automation..., SQL, Event Planning, Management, Social Networking, Public Speaking, Time Management, Microsoft Office
Education
General Assembly
Data Analysis Circuit
Kennesaw State University 2009 — 2013
Bachelor of Science (B.S.), Sports Marketing
Metro Atlanta Chamber January 2015 - Present
Metro Atlanta Chamber April 2014 - December 2014
Deer Valley Resort November 2013 - April 2014
J.P. Turner & Company, LLC July 2012 - November 2013
Turner Wealth Management May 2012 - July 2012
Home-Grown Industries of Ga, Inc. dba Mellow Mushroom August 2009 - June 2012
Skills
Leadership, Sales, Event Management, Customer Service, Marketing, Social Media, Public Relations, Sports Marketing, Microsoft Excel, Volunteering, Philanthropy, PowerPoint, Data Analysis, Corporate Branding, Microsoft CRM, Marketing Automation..., SQL, Event Planning, Management, Social Networking, Public Speaking, Time Management, Microsoft Office
Education
General Assembly
Data Analysis Circuit
Kennesaw State University 2009 — 2013
Bachelor of Science (B.S.), Sports Marketing
Michael Ferraro's JP Turner & Company, LLC Experience September 2005 - February 2009
Job Performance Consultant at Dale Carnegie Training
Industry Professional Training & Coaching
Experience
Dale Carnegie Training January 2015 - Present
Lemmor Capital June 2011 - December 2014
Phd Capital January 2009 - June 2011
J.P. Turner & Company, LLC September 2005 - February 2009
Ameriprise Financial Services, Inc. 2008 - 2009
Skills
Leadership, Sales, Public Speaking, Finance, Risk Management, Corporate Communications, Sales Presentations, Management Training..., Presentation Skills, Personal Development, Customer Service, Management, Presentation Design
Education
Suffolk County Community College 1991 — 1994
Patchogue Medford High School 1989 — 1991
Dale Carnegie Training January 2015 - Present
Lemmor Capital June 2011 - December 2014
Phd Capital January 2009 - June 2011
J.P. Turner & Company, LLC September 2005 - February 2009
Ameriprise Financial Services, Inc. 2008 - 2009
Skills
Leadership, Sales, Public Speaking, Finance, Risk Management, Corporate Communications, Sales Presentations, Management Training..., Presentation Skills, Personal Development, Customer Service, Management, Presentation Design
Education
Suffolk County Community College 1991 — 1994
Patchogue Medford High School 1989 — 1991
Randall S. Houghton Randall S. Houghton's JP Turner & Company, LLC Experience March 2002 - Present
Job Vice President/Senior Investment Executive at J.P. Turner & Company, LLC
Industry Financial Services
Experience
J.P. Turner & Company, LLC March 2002 - Present
Global Capital Securities January 2000 - March 2002
Cohig and Associates July 1994 - January 2000
Cohig and Associates December 1993 - July 1994
Cohig and Associates June 1992 - December 1993
J. W. Gant Investment Bankers January 1990 - June 1992
Skills
Investments, Strategic Planning, Sales Management, Contract Negotiation, Strategy, Financial Analysis, Financial Planning, Executive Management, Negotiation, Franchising, Competitive Analysis, Hiring, New Business Development, Brokerage, Product Development, Business Strategy, Customer Relations, Business Planning, Marketing Strategy, Strategic Partnerships, Strategy Development, Corporate Development, Private Equity, Contract Negotiations, Investment Banking
Education
California Department of Insurance
Investment Training Institute
University of Maryland College Park
Business and Management, Finance
J.P. Turner & Company, LLC March 2002 - Present
Global Capital Securities January 2000 - March 2002
Cohig and Associates July 1994 - January 2000
Cohig and Associates December 1993 - July 1994
Cohig and Associates June 1992 - December 1993
J. W. Gant Investment Bankers January 1990 - June 1992
Skills
Investments, Strategic Planning, Sales Management, Contract Negotiation, Strategy, Financial Analysis, Financial Planning, Executive Management, Negotiation, Franchising, Competitive Analysis, Hiring, New Business Development, Brokerage, Product Development, Business Strategy, Customer Relations, Business Planning, Marketing Strategy, Strategic Partnerships, Strategy Development, Corporate Development, Private Equity, Contract Negotiations, Investment Banking
Education
California Department of Insurance
Investment Training Institute
University of Maryland College Park
Business and Management, Finance
Kevin McGann Kevin McGann's JP Turner & Company, LLC Experience November 2005 - February 2009
Job Senior Compliance Officer at INTL FCStone Financial Inc.
Industry Financial Services
Experience
INTL FCStone Financial Inc. April 2014 - Present
J.P.Turner & Company May 2011 - April 2014
Taylor Capital Management November 2010 - December 2013
FSC Securities Corp September 2009 - November 2009
J.P. Turner & Company, LLC November 2005 - February 2009
Nova Southeastern University January 1999 - April 2008
The Riderwood Group January 2005 - August 2005
Skills
FINRA, Series 24, Compliance, Risk Management, Trading, Securities, Series 7, Financial Risk, Equities, Capital Markets, Finance, Alternative Investments, Financial Services, Wealth Management, Asset Management, Investment Advisory, Team Leadership, Options, Portfolio Management, Management, Hedge Funds, Fixed Income, AML, Strategic Financial..., Private Equity, Investment Management, Insurance, Strategy, Bonds, Financial Advisory, Derivatives, Investment Banking, Financial Analysis, Investment Strategies, Bloomberg Terminal, Financial Markets, Bloomberg, Series 65, Due Diligence, Asset Allocation, Investments, Corporate Finance, Series 63, Series 4, Series 53, Series 9/10, Auditing, Retirement Planning, Equity Trading, Valuation
Education
State University of New York at New Paltz
BS, Business Admin/ Management- Minor Economics
INTL FCStone Financial Inc. April 2014 - Present
J.P.Turner & Company May 2011 - April 2014
Taylor Capital Management November 2010 - December 2013
FSC Securities Corp September 2009 - November 2009
J.P. Turner & Company, LLC November 2005 - February 2009
Nova Southeastern University January 1999 - April 2008
The Riderwood Group January 2005 - August 2005
Skills
FINRA, Series 24, Compliance, Risk Management, Trading, Securities, Series 7, Financial Risk, Equities, Capital Markets, Finance, Alternative Investments, Financial Services, Wealth Management, Asset Management, Investment Advisory, Team Leadership, Options, Portfolio Management, Management, Hedge Funds, Fixed Income, AML, Strategic Financial..., Private Equity, Investment Management, Insurance, Strategy, Bonds, Financial Advisory, Derivatives, Investment Banking, Financial Analysis, Investment Strategies, Bloomberg Terminal, Financial Markets, Bloomberg, Series 65, Due Diligence, Asset Allocation, Investments, Corporate Finance, Series 63, Series 4, Series 53, Series 9/10, Auditing, Retirement Planning, Equity Trading, Valuation
Education
State University of New York at New Paltz
BS, Business Admin/ Management- Minor Economics
Griff Conti's JP Turner & Company, LLC Experience October 2012 - April 2013
Job Principal Oil & Gas Division at Bradsby Group and Founder of Dolly Pal
Industry Oil & Energy
Experience
Bradsby Group April 2014 - Present
Bradsby Group April 2013 - Present
Dolly Pal & Co., LLC December 2012 - Present
J.P. Turner & Company, LLC October 2012 - April 2013
J.P. Turner & Company, LLC September 2011 - October 2012
JP Turner & Company, LLC June 2008 - September 2011
Skills
Wealth Management, Mutual Funds, Alternative Investments, Investments, Retirement Planning, Securities, Strategic Financial..., Equities, Financial Advisory, Investment Advisory, Fixed Annuities, Business Development, Recruiting, Full-life Cycle..., CRM databases, Team Management, Bonds, Asset Managment, Portfolio Management, Series 63, Series 7, Oil & Gas Industry, Oil & Gas Services, Technical Recruiting, Talent Acquisition
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2006
B.S. in Business Administration, Finance, International Business, Marketing
Institute for Shipboard Education: Semester at Sea 2005 — 2005
International Economics, International Business
Bradsby Group April 2014 - Present
Bradsby Group April 2013 - Present
Dolly Pal & Co., LLC December 2012 - Present
J.P. Turner & Company, LLC October 2012 - April 2013
J.P. Turner & Company, LLC September 2011 - October 2012
JP Turner & Company, LLC June 2008 - September 2011
Skills
Wealth Management, Mutual Funds, Alternative Investments, Investments, Retirement Planning, Securities, Strategic Financial..., Equities, Financial Advisory, Investment Advisory, Fixed Annuities, Business Development, Recruiting, Full-life Cycle..., CRM databases, Team Management, Bonds, Asset Managment, Portfolio Management, Series 63, Series 7, Oil & Gas Industry, Oil & Gas Services, Technical Recruiting, Talent Acquisition
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2006
B.S. in Business Administration, Finance, International Business, Marketing
Institute for Shipboard Education: Semester at Sea 2005 — 2005
International Economics, International Business
Brian Reardon Brian Reardon's JP Turner & Company, LLC Experience June 2005 - August 2006
Job Senior Capital Markets Analyst at Simon Property Group
Industry Real Estate
Experience
Simon Property Group August 2013 - Present
Simon Property Group April 2011 - August 2013
TriMont Real Estate Advisors August 2006 - March 2011
J.P. Turner & Company, LLC June 2005 - August 2006
Skills
Asset Management, Financial Analysis, Real Estate, Investment Banking, Cash Flow Forecasting, Cash Management, Equities, Loan Servicing, Asset Managment, Long Range Planning, Hyperion Strategic..., REIT, Real Estate Private..., Loan Compliance, Rating Agency Relations, Debt & Equity Financing, Investments, Financial Modeling, Finance, Real Estate Development
Education
University of Georgia - Terry College of Business 2000 — 2005
BBA, Economics
Simon Property Group August 2013 - Present
Simon Property Group April 2011 - August 2013
TriMont Real Estate Advisors August 2006 - March 2011
J.P. Turner & Company, LLC June 2005 - August 2006
Skills
Asset Management, Financial Analysis, Real Estate, Investment Banking, Cash Flow Forecasting, Cash Management, Equities, Loan Servicing, Asset Managment, Long Range Planning, Hyperion Strategic..., REIT, Real Estate Private..., Loan Compliance, Rating Agency Relations, Debt & Equity Financing, Investments, Financial Modeling, Finance, Real Estate Development
Education
University of Georgia - Terry College of Business 2000 — 2005
BBA, Economics
Eugene Levit Eugene Levit's JP Turner & Company, LLC Experience October 2005 - June 2010
Job Assistant Vice President Regional Bank Private Banker at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Advisors May 2013 - Present
Wells Fargo June 2012 - May 2013
Wells Fargo April 2011 - June 2012
Wells Fargo June 2010 - April 2011
J.P. Turner & Company, LLC October 2005 - June 2010
Skills
Management, Project Management, Financial Services, Risk Management, Banking, Credit, Loans, Portfolio Management, Finance, Customer Service, Financial Analysis, Mortgage Lending, Financial compliance, Credit Analysis, Retail Banking, Investments, Commercial Lending, Consumer Lending, Loan Origination, Strategic Planning, Forecasting, Revenue & Profit Growth, Business Development, Relationship Building, Relationship Management, Relationship Marketing, Long-term Customer..., Sales Management, Sales & Marketing..., Staff Development, Leadership, Staff Supervision, Staff Retention, Analytic Problem Solving, Problem Management
Education
Kaplan University
Bachelor of Science (B.S.), Business Administration and Management, General
Wells Fargo Advisors May 2013 - Present
Wells Fargo June 2012 - May 2013
Wells Fargo April 2011 - June 2012
Wells Fargo June 2010 - April 2011
J.P. Turner & Company, LLC October 2005 - June 2010
Skills
Management, Project Management, Financial Services, Risk Management, Banking, Credit, Loans, Portfolio Management, Finance, Customer Service, Financial Analysis, Mortgage Lending, Financial compliance, Credit Analysis, Retail Banking, Investments, Commercial Lending, Consumer Lending, Loan Origination, Strategic Planning, Forecasting, Revenue & Profit Growth, Business Development, Relationship Building, Relationship Management, Relationship Marketing, Long-term Customer..., Sales Management, Sales & Marketing..., Staff Development, Leadership, Staff Supervision, Staff Retention, Analytic Problem Solving, Problem Management
Education
Kaplan University
Bachelor of Science (B.S.), Business Administration and Management, General
Barry Eisenberg's JP Turner & Company, LLC Experience Director of Broadcast Operations/Play by Play announcerPhiladelphia ForceApril 2004 - Present
Job Branch Manager & Compliance Auditor/Director Of Broadcast Operations/Play by Play Announcer
Industry Financial Services
Experience
J.P. Turner & Company, LLC Director of Broadcast Operations/Play by Play announcerPhiladelphia ForceApril 2004 - Present
Skills
Mutual Funds, Alternative Investments, Equities, Investments, Asset Managment, Financial Analysis, Finance, Risk Management, Accounting, Financial Reporting, Financial Accounting, Securities
Education
State University of New York College at Oneonta 1990 — 1994
State University of New York College at Oneonta 1988 — 1992
State University of New York College at Oneonta 1984 — 1988
sachem high school 1984 — 1988
wellington c. mepham high school 1984 — 1988
J.P. Turner & Company, LLC Director of Broadcast Operations/Play by Play announcerPhiladelphia ForceApril 2004 - Present
Skills
Mutual Funds, Alternative Investments, Equities, Investments, Asset Managment, Financial Analysis, Finance, Risk Management, Accounting, Financial Reporting, Financial Accounting, Securities
Education
State University of New York College at Oneonta 1990 — 1994
State University of New York College at Oneonta 1988 — 1992
State University of New York College at Oneonta 1984 — 1988
sachem high school 1984 — 1988
wellington c. mepham high school 1984 — 1988
Kara MacDonald's JP Turner & Company, LLC Experience December 2004 - May 2005
Job Unit Manager and Vice President at Lockton Companies
Industry Insurance
Experience
Lockton Companies June 2015 - Present
Lockton Companies December 2014 - Present
Lockton Companies June 2013 - Present
Lockton Companies September 2011 - Present
Lockton Companies June 2007 - August 2011
Lockton Companies April 2006 - June 2007
International Management Group June 2005 - July 2005
J.P. Turner & Company, LLC December 2004 - May 2005
Skills
Property & Casualty..., Commercial Insurance, Insurance, Financial Analysis, Finance, Financial Risk, Brokers, Professional Liability, Management, Marketing, Liability, Casualty, Retirement Planning, Underwriting, D&O, Employment Practices..., Legal Liability, Commercial Lines, Workers Compensation, Directors & Officers..., Umbrella Insurance, General Insurance, Property, Claim, Casualty Insurance
Education
University of Colorado Boulder 2001 — 2005
BA, Economics w/ International Emphasis, Political Science
Universitat d'Alacant 2004 — 2004
International Business, Intensive Language Study
Lockton Companies June 2015 - Present
Lockton Companies December 2014 - Present
Lockton Companies June 2013 - Present
Lockton Companies September 2011 - Present
Lockton Companies June 2007 - August 2011
Lockton Companies April 2006 - June 2007
International Management Group June 2005 - July 2005
J.P. Turner & Company, LLC December 2004 - May 2005
Skills
Property & Casualty..., Commercial Insurance, Insurance, Financial Analysis, Finance, Financial Risk, Brokers, Professional Liability, Management, Marketing, Liability, Casualty, Retirement Planning, Underwriting, D&O, Employment Practices..., Legal Liability, Commercial Lines, Workers Compensation, Directors & Officers..., Umbrella Insurance, General Insurance, Property, Claim, Casualty Insurance
Education
University of Colorado Boulder 2001 — 2005
BA, Economics w/ International Emphasis, Political Science
Universitat d'Alacant 2004 — 2004
International Business, Intensive Language Study
Miranda Markel's JP Turner & Company, LLC Experience 2007 - 2007
Job Manager at Hitachi Consulting
Industry Management Consulting
Experience
Hitachi Consulting August 2008 - Present
J.P. Turner & Company, LLC 2007 - 2007
Skills
Business Process..., Business Analysis, Process Improvement, Management Consulting, Strategy, Business Intelligence, IT Strategy, ERP, Program Management
Education
University of Colorado Boulder 2004 — 2008
Bachelors of Science in Business Administration, Finance
University of Colorado Boulder - Leeds School of Business 2004 — 2008
Bachelors of Science in Business Administration, Finance
Hitachi Consulting August 2008 - Present
J.P. Turner & Company, LLC 2007 - 2007
Skills
Business Process..., Business Analysis, Process Improvement, Management Consulting, Strategy, Business Intelligence, IT Strategy, ERP, Program Management
Education
University of Colorado Boulder 2004 — 2008
Bachelors of Science in Business Administration, Finance
University of Colorado Boulder - Leeds School of Business 2004 — 2008
Bachelors of Science in Business Administration, Finance
Dale Munson's JP Turner & Company, LLC Experience May 2008 - October 2009
Job CEO at Cache Private Capital Diversified Fund
Industry Investment Management
Experience
Cache Private Capital June 2008 - Present
Fundingdatabase.com May 2011 - Present
J.P. Turner & Company, LLC May 2008 - October 2009
LPL Financial March 2003 - May 2008
Skills
Loans, Finance, Private Equity, Portfolio Management, Investments, Wealth Management, Mutual Funds, Venture Capital, Equities, Funding, Asset Management, Alternative Investments, Investors, Due Diligence, Investment Strategies
Education
Utah State University 1992 — 1998
BS
Regis University 1991 — 1992
Northwest College 1987 — 1989
Cache Private Capital June 2008 - Present
Fundingdatabase.com May 2011 - Present
J.P. Turner & Company, LLC May 2008 - October 2009
LPL Financial March 2003 - May 2008
Skills
Loans, Finance, Private Equity, Portfolio Management, Investments, Wealth Management, Mutual Funds, Venture Capital, Equities, Funding, Asset Management, Alternative Investments, Investors, Due Diligence, Investment Strategies
Education
Utah State University 1992 — 1998
BS
Regis University 1991 — 1992
Northwest College 1987 — 1989
Richard Cory's JP Turner & Company, LLC Experience May 2015 - July 2015
Job Student at Georgia Institute of Technology
Industry
Experience
J.P. Turner & Company, LLC May 2015 - July 2015
Education
Georgia Institute of Technology 2013 — 2017
Business Administration
Roswell High School 2009 — 2013
J.P. Turner & Company, LLC May 2015 - July 2015
Education
Georgia Institute of Technology 2013 — 2017
Business Administration
Roswell High School 2009 — 2013
Ed Woll's JP Turner & Company, LLC Experience 2011 - Present
Job Chief Compliance Officer at J.P. Turner & Company, LLC
Industry Financial Services
Experience
J.P. Turner & Company, LLC 2011 - Present
Skills
Brokerage, Insurance,...
Education
The University of Georgia
Bachelor's degree, Communications
J.P. Turner & Company, LLC 2011 - Present
Skills
Brokerage, Insurance,...
Education
The University of Georgia
Bachelor's degree, Communications