Kalos Financial
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17 Kalos Financial employees in database. Find out everything there's to know about Kalos Financial 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.
Kalos Financial Employees
Homeside Properties, Inc. January 2015 - July 2015
Kalos Financial July 2014 - October 2014
Etrade Financial June 2008 - July 2014
Skills
Series 7, Customer Service, Investments, Financial Analysis, Series 63, Business Analysis, Retirement Planning, Social Media, Call Centers, Series 24, Microsoft Word, Microsoft Excel, ACATS, DTC, Account Management, Financial Services, Salesforce.com, Opening New Accounts, Data Analysis, Operational Support, Investment Strategies, Single Family Homes, Public Speaking, Condos, Finance, Research, Community Management, Management, Vendor Relationship..., Operating Systems, Fraud Detection, FINRA, Bloomberg Terminal, ADP E-Time, ADP HRB, Cold Calling Experience, Triathlon, Swimming, Swim Instruction
Education
Sewanee-The University of the South 2002 — 2006
Bachelor of Arts (BA), Economics
Reliance Financial Group April 2015 - Present
Kalos Financial August 2013 - April 2015
Auburn University College of Business January 2012 - June 2013
FSC Securities September 2010 - July 2011
FSC Securities January 2010 - August 2010
FSC Securities January 2008 - December 2009
FSC Securities December 2006 - December 2007
UPS Supply Chain Solutions 2002 - 2002
Skills
Management, Analysis, Financial Services, Mutual Funds, Auditing, Microsoft Office, PowerPoint, Microsoft Excel, Quality Assurance, Microsoft Word, Financial Modeling, Internal Audit, Public Speaking, Data Analysis, Research, Financial Analysis, SAS, Investments, Portfolio Management, Strategic Financial...
Education
Auburn University 2011 — 2013
Master of Science (MS), Finance, General
Auburn University 2011 — 2012
Master of Business Administration (M.B.A.)
Auburn University, College of Business 2001 — 2005
Bachelor of Science, Business Administration, Major - Finance, Minor - Spanish
Ohio National Financial Services June 2013 - Present
Espey Financial Group April 2006 - June 2013
Kalos Financial March 2005 - April 2006
MassMutual Financial Group July 1999 - March 2005
Guardian Life July 1998 - July 1999
MetLife January 1984 - June 1998
Skills
Management, Sales, Leadership, Training
Education
The University of Texas at Austin - Red McCombs School of Business 1979 — 1983
Bachelor of Business Administration (B.B.A.), Finance
Kalos Financial June 2012 - Present
Skills
PowerPoint, Java, CSS, Microsoft Excel, Keynote, Microsoft Office, Mac OS X, Photoshop, Illustrator, Database Admin, HTML, Wordpress, Mac OS, Social Media, Internet Explorer, Databases, iWork, OS X
Education
The University of Georgia
Bachelors in Business Administration, Management Information Systems
Kalos Financial August 2014 - Present
Wells Fargo July 2013 - July 2014
Erik Setterlind 2012 - 2013
YieldQuest March 2005 - November 2012
Skills
Web Design, Writing, Marketing Strategy, Social Media, Banking, Risk Management, Portfolio Management, Financial Analysis, Capital Markets, Fixed Income, Investment Banking, Integrated Marketing, Mutual Funds, Sales, Public Speaking
Education
University of Colorado at Denver 2004 — 2007
Master of Business Administration (MBA)
Colorado State University 1992 — 1996
Bachelor of Arts (B.A.), English Language and Literature, General
Kalos Financial November 2013 - Present
Clarity Finance 2004 - October 2013
RogersCasey 1998 - 2004
Creative Financial Group October 1997 - March 1998
Reliance Trust Company April 1996 - June 1997
Financial Service Corp. 1990 - 1996
Skills
Portfolio Management, Asset Management, Investments, Alternative Investments, Asset Managment, Real Estate, Oil/Gas, Due Diligence, Mutual Funds, Asset Allocation, Finance, Management, Private Equity, Investment Strategies, Hedge Funds, Investment Management, Equities, Investment Advisory, Capital Markets, Series 7
Education
Stetson University 1980 — 1984
BBA, Finance, Marketing
Winter Haven High 1977 — 1980
Fidelity Investments August 2015 - Present
Capstone Financial, LLC October 2012 - Present
Kalos Financial December 2013 - July 2015
E*TRADE Financial January 2012 - October 2012
Thrivent Financial for Lutherans August 2010 - January 2012
MassMutual Financial Group May 2009 - June 2010
Thrivent Financial for Lutherans August 2008 - May 2009
Skills
Retirement Planning, Fixed Annuities, Strategic Financial..., Investments, Retirement, Wealth Management, Securities, Investment Advisory, Life Insurance, Financial Analysis, Disability Insurance, Margin, Employee Stock Options, Options Trading, Mutual Funds, Customer Service, Data Analysis, Financial Services, Finance
Education
University of Georgia - Terry College of Business 2005 — 2009
Bachelor of Business Administration (BBA), Marketing / Finance
Kalos Financial March 2011 - Present
Home February 1999 - March 2011
Scientific Atlanta July 1997 - February 1999
Education
University of Minnesota - Carlson School of Management 1995 — 1997
Bachelor of Science (B.S.), Finance, General
Eden Prairie High School
Kalos Financial September 2005 - Present
Kalos Financial, Inc. September 2005 - Present
Skills
Retirement Planning, Series 7, Investments, Portfolio Management, Asset, Financial Planning, Retirement, Mutual Funds, Alternative Investments, Securities, Asset Management, Brokerage, Private Placements, Private Equity, Hedge Funds, Real Estate, Financial Advisory
Education
The University of Georgia 1985 — 1987
BS Business Education
Middle Georgia Jr. College 1983 — 1984
BBA, Business
Kalos Financial June 2015 - Present
Triad Advisors August 2014 - June 2015
Triad Advisors March 2014 - June 2015
Wells Real Estate Funds August 2012 - March 2014
Wells Real Estate Funds January 2006 - March 2014
Wells Real Estate Funds February 2005 - January 2006
Wells Real Estate Funds May 2002 - August 2004
FSC Securities February 2002 - May 2002
FSC Securities January 2000 - February 2002
AMG Financial Strategies, Inc. July 1998 - January 2000
Skills
Securities, Series 63, Financial Services, Investments, Asset Managment, Series 7, Alternative Investments, Portfolio Management, Series 24, Mutual Funds, Retirement Planning, Asset Management, Financial Advisory, Due Diligence, Financial Analysis
Education
Auburn University 1994 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Providence Christian Academy
Providence Christian Academy
Kalos Financial 2015 - Present
Kovack Securities 2014 - 2015
Resource Horizons Group LLC 2011 - 2014
Fitkids 2009 - 2011
Ferguson Enterprises 2001 - 2009
Education
Mercer University - Stetson School of Business and Economics 2003 — 2005
Master of Business Administration (M.B.A.), Finance
Maryville College 1995 — 2001
BA, International Business
UBS Financial Services June 2015 - Present
Kalos Financial August 2014 - May 2015
Kalos Financial June 2012 - December 2014
J.P. Morgan Securities January 2010 - June 2012
Bear Stearns, a division of J.P. Morgan June 2008 - January 2010
Bear Stearns 2003 - 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Financial Analysis, Customer Service, Risk Management, Access, Alternative Investments, Banking, Asset Management, Process Improvement
Education
Oglethorpe University 2003 — 2007
Bachelors of Arts, Liberal Studies
Kalos Financial August 2010 - Present
formerly with TD Ameritrade 2006 - 2010
Education
SUNY at Buffalo
Philosophy
Inform, Inc. June 2015 - Present
Kalos Financial August 2014 - June 2015
North American Properties June 2014 - June 2014
Festivity Group November 2013 - March 2014
The Cypress Inn February 2013 - June 2013
The University Club May 2012 - December 2012
Northside United Methodist Church May 2011 - June 2011
Limetree Gifts November 2007 - May 2008
Skills
Communication Skills, Organization, People Skills, People-oriented, Success Driven, Team Building, Open Minded, Country Clubs, Event Planning, Team-oriented, Public Speaking, Teamwork, Communication, Customer Service
Education
University of Alabama 2008 — 2012
Bachelor's in Human Environmental Science, Hospitality Administration/Management
University of Alabama 2008 — 2012
Bachelors, Human Environmental Sciences; Restaurant and Hospitality Management; Meetings and Event Planning
St. Pius X Catholic High School 2004 — 2008
Kennesaw State University August 2014 - Present
Mirko Pasta August 2013 - June 2014
Georgia Department of Family and Children Services January 2014 - April 2014
Atlanta Center for Medical Research September 2012 - July 2013
Athens Regional Health System July 2011 - September 2012
Mirko Pasta July 2011 - September 2012
Kalos Financial July 2012 - July 2012
Kalos Financial June 2011 - July 2011
Skills
Social Services, Mental Health, Clinical Research, Psychology, Crisis Intervention, Community Outreach, Healthcare, Cpr Certified, Grant Writing
Education
The University of Georgia 2013 — 2015
Master of Social Work (MSW), Social Work
The University of Georgia 2007 — 2011
Bachelor of Science (B.S.), Psychology