Krilogy Financial
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31 Krilogy Financial employees in database. Find out everything there's to know about Krilogy 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.
Krilogy Financial Employees
Employee
Years
Job
Industry
Stephanie Armitstead Stephanie Armitstead's Krilogy Financial Experience November 2013 - May 2015
Job Youth Administrator at The Crossing (Windsor Crossing Church)
Industry Financial Services
Experience
The Crossing (Windsor Crossing Church) June 2015 - Present
Krilogy Financial November 2013 - May 2015
National Agents Alliance November 2012 - August 2013
American Freight October 2011 - November 2012
American Freight October 2011 - May 2012
Medical Center Enterprise January 2010 - June 2011
Skills
Leadership, Microsoft Office, Data Entry, Recruiting, Process Scheduler, Problem Solving, Customer Service, Business, Sales Management, Team Building, Insurance, Sales, Outlook, Training, Management, General Awesomeness, Human Resources, PowerPoint
Education
Liberty University 2014 — 2015
Bachelor's Degree, Bachelor's of Science in Psychology
University of Missouri 2005 — 2009
General Studies, Business/Political Science/Military Science
Guilford College 2004 — 2005
The Crossing (Windsor Crossing Church) June 2015 - Present
Krilogy Financial November 2013 - May 2015
National Agents Alliance November 2012 - August 2013
American Freight October 2011 - November 2012
American Freight October 2011 - May 2012
Medical Center Enterprise January 2010 - June 2011
Skills
Leadership, Microsoft Office, Data Entry, Recruiting, Process Scheduler, Problem Solving, Customer Service, Business, Sales Management, Team Building, Insurance, Sales, Outlook, Training, Management, General Awesomeness, Human Resources, PowerPoint
Education
Liberty University 2014 — 2015
Bachelor's Degree, Bachelor's of Science in Psychology
University of Missouri 2005 — 2009
General Studies, Business/Political Science/Military Science
Guilford College 2004 — 2005
Max Barretto's Krilogy Financial Experience May 2014 - August 2014
Job Investment Advisory Intern at Krilogy Financial
Industry Financial Services
Experience
Krilogy Financial May 2014 - August 2014
Saint Louis University 2012 - 2013
Montcrest Energy 2011 - 2012
Algonquin Country Club 2010 - 2011
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Data Analysis, SPSS, Statistics, Finance, Portfolio Management, Investments, Sales, Financial Advisory, Adobe Acrobat, Leadership, Cultural Diversity
Education
Saint Louis University 2011 — 2015
Bachelor of Science in Business Administration (B.S.B.A), Finance, Mathematics Minor
Saint Louis University in Madrid 2013 — 2013
Jesuit College Preparatory School of Dallas 2007 — 2011
Krilogy Financial May 2014 - August 2014
Saint Louis University 2012 - 2013
Montcrest Energy 2011 - 2012
Algonquin Country Club 2010 - 2011
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Data Analysis, SPSS, Statistics, Finance, Portfolio Management, Investments, Sales, Financial Advisory, Adobe Acrobat, Leadership, Cultural Diversity
Education
Saint Louis University 2011 — 2015
Bachelor of Science in Business Administration (B.S.B.A), Finance, Mathematics Minor
Saint Louis University in Madrid 2013 — 2013
Jesuit College Preparatory School of Dallas 2007 — 2011
Max Kryger Max Kryger's Krilogy Financial Experience August 2013 - December 2014
Job Director of Sales and Operations at Kryger Glass
Industry Automotive
Experience
Kryger Glass January 2015 - Present
Krilogy Financial August 2013 - December 2014
Thomson Reuters June 2012 - August 2012
Kryger Glass May 2010 - June 2011
Kryger Glass May 2007 - July 2009
Skills
Leadership, Management, Budgets, Risk Management, Operations Management, Team Leadership, Sales Operations, Marketing
Education
Saint Louis University 2009 — 2013
Bachelor of Science (B.S.), Finance and Leadership & Change Management
St. Thomas Aquinas High School 2005 — 2009
Kryger Glass January 2015 - Present
Krilogy Financial August 2013 - December 2014
Thomson Reuters June 2012 - August 2012
Kryger Glass May 2010 - June 2011
Kryger Glass May 2007 - July 2009
Skills
Leadership, Management, Budgets, Risk Management, Operations Management, Team Leadership, Sales Operations, Marketing
Education
Saint Louis University 2009 — 2013
Bachelor of Science (B.S.), Finance and Leadership & Change Management
St. Thomas Aquinas High School 2005 — 2009
Brett Siegfried Brett Siegfried's Krilogy Financial Experience 2012 - Present
Job Krilogy Financial
Industry Financial Services
Experience
Krilogy Financial 2012 - Present
Half Full Applications, LLC October 2013 - Present
Saint Louis University August 2011 - June 2012
Missouri Amateur Lacrosse September 2011 - February 2012
Saint Louis Fitness Factory August 2010 - March 2011
Stan Siegfried Custom Homes June 2006 - August 2010
Skills
Strategic Financial..., Wealth Management, Portfolio Management, Investments, Public Speaking, Customer Service, Research, Financial Analysis, Strategic Planning, Budgets, Social Media, Time Management, Team Building, Project Management, Leadership, Retirement Planning, Coaching, Estate Planning, Insurance, ResiDEBT, Life Insurance, 401k, Marketing, Financial Planning
Education
Saint Louis University 2009 — 2012
BS, Economics
St. Louis University High School
Krilogy Financial 2012 - Present
Half Full Applications, LLC October 2013 - Present
Saint Louis University August 2011 - June 2012
Missouri Amateur Lacrosse September 2011 - February 2012
Saint Louis Fitness Factory August 2010 - March 2011
Stan Siegfried Custom Homes June 2006 - August 2010
Skills
Strategic Financial..., Wealth Management, Portfolio Management, Investments, Public Speaking, Customer Service, Research, Financial Analysis, Strategic Planning, Budgets, Social Media, Time Management, Team Building, Project Management, Leadership, Retirement Planning, Coaching, Estate Planning, Insurance, ResiDEBT, Life Insurance, 401k, Marketing, Financial Planning
Education
Saint Louis University 2009 — 2012
BS, Economics
St. Louis University High School
Nicolas LaBeaume Nicolas LaBeaume's Krilogy Financial Experience February 2013 - May 2013
Job Business Valuation Analyst at Mueller Prost
Industry Accounting
Experience
Mueller Prost September 2014 - Present
Mueller Prost June 2014 - August 2014
World Wide Technology May 2013 - June 2014
Krilogy Financial February 2013 - May 2013
Stefanina's November 2009 - May 2013
St. Louis Blues August 2011 - May 2012
Skills
Accounting, Forensic Accounting, Finance, Statistics, Research, Higher Education, Public Speaking, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Adobe Creative Suite, Photoshop, Social Media, QuickBooks, Coaching Soccer
Education
Maryville University of Saint Louis 2010 — 2014
Accounting & Accounting Forensic Systems, Forensic Accounting Systems
Westminster College (MO) 2010 — 2010
Mueller Prost September 2014 - Present
Mueller Prost June 2014 - August 2014
World Wide Technology May 2013 - June 2014
Krilogy Financial February 2013 - May 2013
Stefanina's November 2009 - May 2013
St. Louis Blues August 2011 - May 2012
Skills
Accounting, Forensic Accounting, Finance, Statistics, Research, Higher Education, Public Speaking, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Adobe Creative Suite, Photoshop, Social Media, QuickBooks, Coaching Soccer
Education
Maryville University of Saint Louis 2010 — 2014
Accounting & Accounting Forensic Systems, Forensic Accounting Systems
Westminster College (MO) 2010 — 2010
Sarah Suntrup's Krilogy Financial Experience 2013 - 2013
Job Portfolio Administrator at Blue Ocean Portfolios, LLC
Industry Financial Services
Experience
Blue Ocean Portfolios, LLC January 2015 - Present
University of Missouri August 2014 - December 2014
Suntrup Ford Kirkwood June 2014 - August 2014
Suntrup Ford Kirkwood November 2008 - August 2014
Krilogy Financial 2013 - 2013
Skills
Finance, Insurance, Strategic Financial..., Microsoft Office, Microsoft Excel, Marketing, Personal Financial..., Microsoft Word, Risk Management, Customer Service, Investments, Wealth Management, Financial Analysis, Financial Planning, Sales, Strategic Customer...
Education
University of Missouri-Columbia 2010 — 2014
Bachelor's Degree, Personal Financial Planning
University of Missouri-Columbia 2010 — 2014
Marketing Accreditation, Certificate in Sales and Customer Development
University of Missouri-Columbia 2010 — 2014
Minor Area of Study, Business Administration and Management, General
Kirkwood Senior High School 2005 — 2009
High School
Blue Ocean Portfolios, LLC January 2015 - Present
University of Missouri August 2014 - December 2014
Suntrup Ford Kirkwood June 2014 - August 2014
Suntrup Ford Kirkwood November 2008 - August 2014
Krilogy Financial 2013 - 2013
Skills
Finance, Insurance, Strategic Financial..., Microsoft Office, Microsoft Excel, Marketing, Personal Financial..., Microsoft Word, Risk Management, Customer Service, Investments, Wealth Management, Financial Analysis, Financial Planning, Sales, Strategic Customer...
Education
University of Missouri-Columbia 2010 — 2014
Bachelor's Degree, Personal Financial Planning
University of Missouri-Columbia 2010 — 2014
Marketing Accreditation, Certificate in Sales and Customer Development
University of Missouri-Columbia 2010 — 2014
Minor Area of Study, Business Administration and Management, General
Kirkwood Senior High School 2005 — 2009
High School
Scott Sgarlata's Krilogy Financial Experience August 2010 - Present
Job Financial Advisor Team Lead at Krilogy Financial
Industry Financial Services
Experience
Krilogy Financial August 2010 - Present
Edward Jones July 2007 - August 2010
Courtesy Products 2004 - 2006
Skills
Strategic Financial..., Investments, Retirement Planning, Retirement, Insurance, Estate Planning, Customer Service, Finance, Wealth Management, Leadership, Employee Benefits, Financial Advisory, Management, Life Insurance, Small Business, IRAs, Financial Planning, New Business Development, Sales Management, Investment Strategies, Disability Insurance, Asset Allocation, Investment Advisory, Strategic Planning, Business Coaching, Portfolio Management, Training, Wealth, Securities, Mutual Funds, 401k, Team Building, Staff Development, Marketing, Financial Analysis, Professional Sports
Education
University of Missouri-Columbia 1998 — 2003
Bachelor's degree, Landscape Design
CCS 1985 — 1992
Doctorate, Kickball
Krilogy Financial August 2010 - Present
Edward Jones July 2007 - August 2010
Courtesy Products 2004 - 2006
Skills
Strategic Financial..., Investments, Retirement Planning, Retirement, Insurance, Estate Planning, Customer Service, Finance, Wealth Management, Leadership, Employee Benefits, Financial Advisory, Management, Life Insurance, Small Business, IRAs, Financial Planning, New Business Development, Sales Management, Investment Strategies, Disability Insurance, Asset Allocation, Investment Advisory, Strategic Planning, Business Coaching, Portfolio Management, Training, Wealth, Securities, Mutual Funds, 401k, Team Building, Staff Development, Marketing, Financial Analysis, Professional Sports
Education
University of Missouri-Columbia 1998 — 2003
Bachelor's degree, Landscape Design
CCS 1985 — 1992
Doctorate, Kickball
Drew Forrester's Krilogy Financial Experience July 2014 - Present
Job Financial Advisor at Krilogy Financial
Industry Financial Services
Experience
Krilogy Financial July 2014 - Present
Christian Brothers College High School August 2013 - July 2014
Westside Community Schools June 2011 - May 2013
UPS August 2009 - January 2011
Skills
Retirement Planning, Strategic Financial..., Investments, Insurance, Portfolio Management, Wealth Management, IRAs, Retirement, Estate Planning, Finance, Teaching, Analytical Skills, Communication, Customer Service, Mathematics, Financial Planning, Public Speaking
Education
Creighton University 2010 — 2011
Master's Degree, Education, GPA: 4.00
Truman State University 2005 — 2009
Bachelor of Science (BS), Mathematics, Psychology, GPA: 3.64
Krilogy Financial July 2014 - Present
Christian Brothers College High School August 2013 - July 2014
Westside Community Schools June 2011 - May 2013
UPS August 2009 - January 2011
Skills
Retirement Planning, Strategic Financial..., Investments, Insurance, Portfolio Management, Wealth Management, IRAs, Retirement, Estate Planning, Finance, Teaching, Analytical Skills, Communication, Customer Service, Mathematics, Financial Planning, Public Speaking
Education
Creighton University 2010 — 2011
Master's Degree, Education, GPA: 4.00
Truman State University 2005 — 2009
Bachelor of Science (BS), Mathematics, Psychology, GPA: 3.64
Myles Robinson Myles Robinson's Krilogy Financial Experience May 2012 - July 2012
Job Intern, Global Audit Services: Format Operations at Walmart
Industry Accounting
Experience
Walmart January 2015 - Present
Walmart May 2014 - August 2014
Bob Evans May 2013 - August 2013
Krilogy Financial May 2012 - July 2012
Jimmy John's May 2012 - July 2012
Molly Brown's Fireworks June 2008 - July 2011
Skills
Microsoft Office, Microsoft Excel, Public Speaking, Research, Leadership, PowerPoint, Microsoft Word, Teamwork, Customer Service, Time Management, Social Media, Event Planning, Data Entry
Education
University of Arkansas at Fayetteville 2011 — 2015
Accounting
Walmart January 2015 - Present
Walmart May 2014 - August 2014
Bob Evans May 2013 - August 2013
Krilogy Financial May 2012 - July 2012
Jimmy John's May 2012 - July 2012
Molly Brown's Fireworks June 2008 - July 2011
Skills
Microsoft Office, Microsoft Excel, Public Speaking, Research, Leadership, PowerPoint, Microsoft Word, Teamwork, Customer Service, Time Management, Social Media, Event Planning, Data Entry
Education
University of Arkansas at Fayetteville 2011 — 2015
Accounting
Nathan S. Holt's Krilogy Financial Experience June 2010 - Present
Job Financial Advisor Team Lead at Krilogy Financial
Industry Financial Services
Experience
Krilogy Financial June 2010 - Present
Office For Financial Success January 2009 - May 2010
Skills
Retirement Planning, Employee Benefits, Business Planning, Strategic Financial..., Insurance Planning
Education
University of Missouri-Columbia 2006 — 2010
BS, Personal Financial Planning
Krilogy Financial June 2010 - Present
Office For Financial Success January 2009 - May 2010
Skills
Retirement Planning, Employee Benefits, Business Planning, Strategic Financial..., Insurance Planning
Education
University of Missouri-Columbia 2006 — 2010
BS, Personal Financial Planning
Dimitar Mushkov Dimitar Mushkov's Krilogy Financial Experience January 2014 - April 2015
Job Wealth Management Consultant at GenEx Consulting
Industry Financial Services
Experience
GenEx Consulting May 2015 - Present
Krilogy Financial January 2014 - April 2015
MetLife July 2011 - January 2014
Edward Jones July 2009 - July 2011
ABC Shipping and Delivery September 2004 - April 2009
Desert Freight Services October 2000 - September 2004
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Financial Services, Portfolio Management, Investment Strategies, Finance, Financial Advisory, Retirement, Investment Advisory, Wealth Management..., Long Term Care Insurance, Small Business, Wealth Management, Wealth Management..., Asset Allocation..., Estate Conservation and..., Investments, Insurance, Management, Securities, Life Insurance, Leadership
Education
Washington University in St. Louis 2009 — 2011
MS, Economics
Northwestern California University School of Law
California International University 2003 — 2006
Bachelor of Science, Business Management
College of the Desert 2000 — 2003
AA, Business Administration
GenEx Consulting May 2015 - Present
Krilogy Financial January 2014 - April 2015
MetLife July 2011 - January 2014
Edward Jones July 2009 - July 2011
ABC Shipping and Delivery September 2004 - April 2009
Desert Freight Services October 2000 - September 2004
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Financial Services, Portfolio Management, Investment Strategies, Finance, Financial Advisory, Retirement, Investment Advisory, Wealth Management..., Long Term Care Insurance, Small Business, Wealth Management, Wealth Management..., Asset Allocation..., Estate Conservation and..., Investments, Insurance, Management, Securities, Life Insurance, Leadership
Education
Washington University in St. Louis 2009 — 2011
MS, Economics
Northwestern California University School of Law
California International University 2003 — 2006
Bachelor of Science, Business Management
College of the Desert 2000 — 2003
AA, Business Administration
Harry Pettey's Krilogy Financial Experience 2011 - 2011
Job Central Bank of St. Louis
Industry Banking
Experience
Central Bank of St. Louis September 2013 - Present
Command Transportation July 2012 - August 2013
Krilogy Financial 2011 - 2011
Skills
Transportation, Customer Service, Sales, Inventory Management, Shipping, Public Speaking, Microsoft Office, Microsoft Excel, Logistics, Cold Calling, Event Planning, Account Management, New Business Development, Time Management, Financial Analysis, Microsoft Word
Education
University of Missouri-Columbia 2008 — 2012
Bachelor of Science (B.S.), Business Administration with an emphasis in Finance and Banking
University of Missouri-Columbia 2008 — 2012
Bachelor of Science (B.S.), Business Administration, Emphasis in Finance and Banking
St. Louis University High
St. Louis University High
Central Bank of St. Louis September 2013 - Present
Command Transportation July 2012 - August 2013
Krilogy Financial 2011 - 2011
Skills
Transportation, Customer Service, Sales, Inventory Management, Shipping, Public Speaking, Microsoft Office, Microsoft Excel, Logistics, Cold Calling, Event Planning, Account Management, New Business Development, Time Management, Financial Analysis, Microsoft Word
Education
University of Missouri-Columbia 2008 — 2012
Bachelor of Science (B.S.), Business Administration with an emphasis in Finance and Banking
University of Missouri-Columbia 2008 — 2012
Bachelor of Science (B.S.), Business Administration, Emphasis in Finance and Banking
St. Louis University High
St. Louis University High
Jeffrey Skornia Jeffrey Skornia's Krilogy Financial Experience Financial AdvisorEdward Jones2010 - 2012
Job Financial Advisor at Krilogy Financial
Industry Financial Services
Experience
Krilogy Financial Financial AdvisorEdward Jones2010 - 2012
Skills
Wealth Management, Financial Planning, Finance
Education
Logan University
Southern Illinois University, Carbondale
Krilogy Financial Financial AdvisorEdward Jones2010 - 2012
Skills
Wealth Management, Financial Planning, Finance
Education
Logan University
Southern Illinois University, Carbondale
Austin Buenemann Austin Buenemann's Krilogy Financial Experience June 2012 - July 2012
Job Team Member at Kathy KiloPeterson State Farm Agency
Industry Insurance
Experience
State Farm Insurance October 2012 - Present
Krilogy Financial June 2012 - July 2012
flower kart 2007 - 2011
Education
University of Missouri-Columbia 2008 — 2012
Personal Financial Management Services, Personal Finance
Francis Howell High School 2005 — 2008
State Farm Insurance October 2012 - Present
Krilogy Financial June 2012 - July 2012
flower kart 2007 - 2011
Education
University of Missouri-Columbia 2008 — 2012
Personal Financial Management Services, Personal Finance
Francis Howell High School 2005 — 2008
Scott Blumberg Scott Blumberg's Krilogy Financial Experience June 2012 - July 2012
Job Project Manager/ Sales Associate at Huntington Chase Homes
Industry Construction
Experience
Huntington chase homes July 2013 - Present
State Farm August 2012 - July 2013
Krilogy Financial June 2012 - July 2012
Tonia Grein Team Lake Real Estate Group, LLC July 2010 - January 2012
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Series 7, Estate Planning, Retirement, Mutual Funds, Investment Advisory, Fixed Annuities, Asset Allocation, Portfolio Management, Financial Advisory, Investment Strategies, Uniform Combined State...
Education
University of Missouri-Columbia 2010 — 2012
Personal Financial Planning
University of Illinois Springfield 2007 — 2009
Business Administration and Management, General
Huntington chase homes July 2013 - Present
State Farm August 2012 - July 2013
Krilogy Financial June 2012 - July 2012
Tonia Grein Team Lake Real Estate Group, LLC July 2010 - January 2012
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Series 7, Estate Planning, Retirement, Mutual Funds, Investment Advisory, Fixed Annuities, Asset Allocation, Portfolio Management, Financial Advisory, Investment Strategies, Uniform Combined State...
Education
University of Missouri-Columbia 2010 — 2012
Personal Financial Planning
University of Illinois Springfield 2007 — 2009
Business Administration and Management, General
James Pommert James Pommert's Krilogy Financial Experience April 2011 - Present
Job Krilogy Financial
Industry Investment Management
Experience
Krilogy Financial April 2011 - Present
Renaissance Financial May 2009 - April 2011
Total Quality Logistics May 2008 - August 2008
Smith Barney January 2008 - May 2008
Saint Louis University January 2008 - May 2008
Total Quality Logistics June 2007 - August 2007
Total Quality Logistics June 2006 - August 2006
Skills
Strategic Financial..., Insurance, Investments, Portfolio Management, Financial Services, Retirement, Financial Planners, Mutual Funds, Investment Advisory, Financial Modeling, Investment Strategies, Wealth, Valuation, Asset Allocation, Securities, Equities, Fixed Income, Asset Management, Economics, Management
Education
Saint Louis University 2004 — 2008
Bachelor of Science in Business Administration, Finance & Economics, Magna Cum Laude Honors
Krilogy Financial April 2011 - Present
Renaissance Financial May 2009 - April 2011
Total Quality Logistics May 2008 - August 2008
Smith Barney January 2008 - May 2008
Saint Louis University January 2008 - May 2008
Total Quality Logistics June 2007 - August 2007
Total Quality Logistics June 2006 - August 2006
Skills
Strategic Financial..., Insurance, Investments, Portfolio Management, Financial Services, Retirement, Financial Planners, Mutual Funds, Investment Advisory, Financial Modeling, Investment Strategies, Wealth, Valuation, Asset Allocation, Securities, Equities, Fixed Income, Asset Management, Economics, Management
Education
Saint Louis University 2004 — 2008
Bachelor of Science in Business Administration, Finance & Economics, Magna Cum Laude Honors
Patrick Monahan's Krilogy Financial Experience August 2010 - Present
Job Senior Financial Advisor & Team Lead
Industry Financial Services
Experience
Krilogy Financial August 2010 - Present
Enterprise Bank & Trust May 2009 - August 2010
Enterprise Bank & Trust June 2007 - May 2009
The Bank of Missouri August 2005 - May 2007
Skills
Retirement Planning, Investments, Estate Planning, Strategic Financial..., Wealth Management, Insurance, Customer Service, Marketing, Employee Benefits, Portfolio Management, Financial Analysis, Credit, Strategic Planning, Microsoft Office, New Business Development, Finance, Financial Advisory, Financial Services, Life Insurance, Financial Planners, Retirement, Wealth Management..., Mutual Funds, Wealth, Personal Financial..., Asset Allocation, Investment Advisory, Personal Finance, 401k, Investment Strategies, Series 63, Asset Management, Series 7, Leadership, Management, Sales, CRM, Risk Management, Team Leadership, Banking, Financial Planning, Relationship Management, Team Building, Analysis, Sales Management, Marketing Strategy
Education
University of Missouri-Columbia, College of Business 2002 — 2007
B.S., Personal Financial Planning
Krilogy Financial August 2010 - Present
Enterprise Bank & Trust May 2009 - August 2010
Enterprise Bank & Trust June 2007 - May 2009
The Bank of Missouri August 2005 - May 2007
Skills
Retirement Planning, Investments, Estate Planning, Strategic Financial..., Wealth Management, Insurance, Customer Service, Marketing, Employee Benefits, Portfolio Management, Financial Analysis, Credit, Strategic Planning, Microsoft Office, New Business Development, Finance, Financial Advisory, Financial Services, Life Insurance, Financial Planners, Retirement, Wealth Management..., Mutual Funds, Wealth, Personal Financial..., Asset Allocation, Investment Advisory, Personal Finance, 401k, Investment Strategies, Series 63, Asset Management, Series 7, Leadership, Management, Sales, CRM, Risk Management, Team Leadership, Banking, Financial Planning, Relationship Management, Team Building, Analysis, Sales Management, Marketing Strategy
Education
University of Missouri-Columbia, College of Business 2002 — 2007
B.S., Personal Financial Planning
Matthew Haywood, AIF® Matthew Haywood, AIF®'s Krilogy Financial Experience March 2010 - Present
Job Retirement Plan Advisor at Krilogy Financial
Industry Financial Services
Experience
Krilogy Financial March 2010 - Present
Loyola Academy Friends Board June 2011 - Present
Launch St. Louis April 2011 - July 2013
Boys Hope Girls Hope Associate Board October 2007 - Present
C.H. Robinson Worldwide, Inc. September 2005 - March 2010
Skills
Financial Planning, Insurance, Non-profits, Investments, Portfolio Management, Retirement Planning, Retirement Plans, Defined Benefit, Cash Balance, 401k, Simple IRA, Profit Sharing, Financial Planners, Strategic Financial..., Financial Advisory, Wealth Management, Pensions, Finance, Recruiting, Nonprofits, Mortgage Lending, Series 7, Leadership, Mutual Funds, Management, Disability Insurance, Retirement, Estate Planning, Marketing
Education
Webster University 2007 — 2009
Masters of Business Administration, Business
University of Missouri-Columbia 2000 — 2004
Bachelor of Arts, Political Science
Saint Louis University High School 1996 — 2000
Krilogy Financial March 2010 - Present
Loyola Academy Friends Board June 2011 - Present
Launch St. Louis April 2011 - July 2013
Boys Hope Girls Hope Associate Board October 2007 - Present
C.H. Robinson Worldwide, Inc. September 2005 - March 2010
Skills
Financial Planning, Insurance, Non-profits, Investments, Portfolio Management, Retirement Planning, Retirement Plans, Defined Benefit, Cash Balance, 401k, Simple IRA, Profit Sharing, Financial Planners, Strategic Financial..., Financial Advisory, Wealth Management, Pensions, Finance, Recruiting, Nonprofits, Mortgage Lending, Series 7, Leadership, Mutual Funds, Management, Disability Insurance, Retirement, Estate Planning, Marketing
Education
Webster University 2007 — 2009
Masters of Business Administration, Business
University of Missouri-Columbia 2000 — 2004
Bachelor of Arts, Political Science
Saint Louis University High School 1996 — 2000
Keaton Jones Keaton Jones's Krilogy Financial Experience July 2015 - Present
Job Investment Advisory Associate at Krilogy Financial
Industry Financial Services
Experience
Krilogy Financial July 2015 - Present
RPS Benefits March 2014 - June 2015
Jewish Community Centers of St. Louis December 2010 - March 2014
Skills
Microsoft Office, Financial Analysis, Finance, Accounting, Microsoft Excel, Customer Service, Time Management, Event Management, Reporting & Analysis, Training, Public Speaking, Teamwork, Management, Supervising, Supervisory Experience, Sports, Employee Training, Reliability, Integrity, Adaptability, Self-driven, Research
Education
Lindenwood University 2011 — 2013
MBA, Business Administration and Management, General
Truman State University 2005 — 2010
BA, History, Business
Krilogy Financial July 2015 - Present
RPS Benefits March 2014 - June 2015
Jewish Community Centers of St. Louis December 2010 - March 2014
Skills
Microsoft Office, Financial Analysis, Finance, Accounting, Microsoft Excel, Customer Service, Time Management, Event Management, Reporting & Analysis, Training, Public Speaking, Teamwork, Management, Supervising, Supervisory Experience, Sports, Employee Training, Reliability, Integrity, Adaptability, Self-driven, Research
Education
Lindenwood University 2011 — 2013
MBA, Business Administration and Management, General
Truman State University 2005 — 2010
BA, History, Business
Kent Skornia Kent Skornia's Krilogy Financial Experience January 2009 - Present
Job Krilogy Financial
Industry Financial Services
Experience
Krilogy Financial January 2009 - Present
Red Label Accessories / Rawlings Licensee 2013 - Present
RFC LLC March 2000 - December 2008
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Investments, Insurance, Portfolio Management, Leadership, Small Business, Finance, Financial Advisory, Management, Wealth, Wealth Management..., Customer Service, Tax
Education
University of Missouri-Columbia 1999 — 1999
Southern Illinois University, Carbondale 1997 — 1999
History
Krilogy Financial January 2009 - Present
Red Label Accessories / Rawlings Licensee 2013 - Present
RFC LLC March 2000 - December 2008
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Investments, Insurance, Portfolio Management, Leadership, Small Business, Finance, Financial Advisory, Management, Wealth, Wealth Management..., Customer Service, Tax
Education
University of Missouri-Columbia 1999 — 1999
Southern Illinois University, Carbondale 1997 — 1999
History
Daniel Kurtz's Krilogy Financial Experience May 2014 - August 2014
Job Commercial Associate at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank June 2015 - Present
Krilogy Financial May 2014 - August 2014
RuffaloCODY February 2012 - May 2014
Reliance Bank 2012 - 2013
Education
University of Dayton 2010 — 2014
BS in Business Administration, Finance & Business Economics
Chaminade College Preparatory 2006 — 2010
Fifth Third Bank June 2015 - Present
Krilogy Financial May 2014 - August 2014
RuffaloCODY February 2012 - May 2014
Reliance Bank 2012 - 2013
Education
University of Dayton 2010 — 2014
BS in Business Administration, Finance & Business Economics
Chaminade College Preparatory 2006 — 2010
Bill Pohrer Bill Pohrer's Krilogy Financial Experience May 2013 - Present
Job Financial Advisor at Krilogy Financial
Industry Financial Services
Experience
Krilogy Financial May 2013 - Present
Smith, Moore & Co. 2009 - May 2013
Merrill Lynch August 2005 - January 2009
Coldwell Banker Gundaker 2003 - 2005
Morgan Stanley Smith Barney 1998 - 2003
Mallinckrodt 1985 - 1998
arthur andersen 1983 - 1985
Skills
Financial Analysis, Strategic Financial..., Retirement Planning, Wealth Management, Asset Allocation, Due Diligence, Series 7, Insurance, Asset Managment, Financial Modeling, Valuation, Investments, Securities, Mutual Funds, Alternative Investments, Portfolio Management, Asset Management, Strategy, Retirement, Finance, Mergers & Acquisitions, Investment Advisory, Risk Management, Investment Strategies, Banking, Corporate Finance, Estate Planning, Tax, Financial Services, Cash Management, Financial Advisory, Equities, Executive Management, Loans, 401k, Uniform Combined State..., Mortgage Lending, Financial Planning
Education
Saint Louis University School of Law 1980 — 1983
JD, LAW
Saint Louis University 1974 — 1978
BS, Accounting
St. Louis U High 1970 — 1974
our lady of providence 1962 — 1970
Krilogy Financial May 2013 - Present
Smith, Moore & Co. 2009 - May 2013
Merrill Lynch August 2005 - January 2009
Coldwell Banker Gundaker 2003 - 2005
Morgan Stanley Smith Barney 1998 - 2003
Mallinckrodt 1985 - 1998
arthur andersen 1983 - 1985
Skills
Financial Analysis, Strategic Financial..., Retirement Planning, Wealth Management, Asset Allocation, Due Diligence, Series 7, Insurance, Asset Managment, Financial Modeling, Valuation, Investments, Securities, Mutual Funds, Alternative Investments, Portfolio Management, Asset Management, Strategy, Retirement, Finance, Mergers & Acquisitions, Investment Advisory, Risk Management, Investment Strategies, Banking, Corporate Finance, Estate Planning, Tax, Financial Services, Cash Management, Financial Advisory, Equities, Executive Management, Loans, 401k, Uniform Combined State..., Mortgage Lending, Financial Planning
Education
Saint Louis University School of Law 1980 — 1983
JD, LAW
Saint Louis University 1974 — 1978
BS, Accounting
St. Louis U High 1970 — 1974
our lady of providence 1962 — 1970
Nick Waters's Krilogy Financial Experience May 2014 - August 2014
Job Finance Associate at PolyOne
Industry Nonprofit Organization Management
Experience
PolyOne June 2015 - Present
Flyer Enterprises January 2014 - May 2015
Flyer Trading Group November 2012 - May 2015
Manna Pro Products, LLC May 2014 - August 2014
Krilogy Financial May 2014 - August 2014
Alpha Kappa Psi April 2012 - May 2013
TH Management, Inc May 2009 - August 2011
Ignatian Business Leaders August 2009 - May 2011
Skills
Trading, Competitive Analysis, Business Planning, Mutual Funds, Portfolio Management, Microsoft Excel, Teamwork, Technical Analysis, Budgets, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Time Management, Public Speaking, Leadership, Sales, SAP, Hyperion Financial...
Education
University of Dayton 2011 — 2015
Bachelor of Science (BS), Economics, Finance
DeSmet Jesuit High School 2007 — 2011
University of Dayton
Bachelor of Science, Finance and Economics
PolyOne June 2015 - Present
Flyer Enterprises January 2014 - May 2015
Flyer Trading Group November 2012 - May 2015
Manna Pro Products, LLC May 2014 - August 2014
Krilogy Financial May 2014 - August 2014
Alpha Kappa Psi April 2012 - May 2013
TH Management, Inc May 2009 - August 2011
Ignatian Business Leaders August 2009 - May 2011
Skills
Trading, Competitive Analysis, Business Planning, Mutual Funds, Portfolio Management, Microsoft Excel, Teamwork, Technical Analysis, Budgets, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Time Management, Public Speaking, Leadership, Sales, SAP, Hyperion Financial...
Education
University of Dayton 2011 — 2015
Bachelor of Science (BS), Economics, Finance
DeSmet Jesuit High School 2007 — 2011
University of Dayton
Bachelor of Science, Finance and Economics
Scott Kaiser Scott Kaiser's Krilogy Financial Experience February 2010 - March 2011
Job Sales Manager at New Line Direct
Industry Financial Services
Experience
New Line Direct February 2011 - Present
Krilogy Financial February 2010 - March 2011
NAWS, Inc October 2004 - December 2009
Education
University of Missouri-Kansas City 1999 — 2003
Bachelors, Communications
Lindbergh HS 1996 — 1999
New Line Direct February 2011 - Present
Krilogy Financial February 2010 - March 2011
NAWS, Inc October 2004 - December 2009
Education
University of Missouri-Kansas City 1999 — 2003
Bachelors, Communications
Lindbergh HS 1996 — 1999
John McArthur's Krilogy Financial Experience February 2012 - Present
Job Senior Partner & Chief Investment Officer at Krilogy Financial
Industry Financial Services
Experience
Kids In The Middle June 2015 - Present
CASY-MSCCN September 2014 - Present
Krilogy Financial February 2012 - Present
Krilogy Financial February 2012 - Present
Morgan Stanley January 2007 - February 2012
A.G. Edwards & Sons, Inc. March 2001 - January 2007
U.C.L.A June 1999 - July 2001
Skills
Principal of Investment..., Retirement Income..., Wealth Management and..., Wealth Management, Finance, Estate Planning, Investments, Retirement Planning, Strategic Financial..., Retirement, Mutual Funds, Personal Financial..., Series 7, Financial Advisory, Portfolio Management, Investment Strategies, Financial Analysis, Insurance, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Planning
Education
Northwestern University 1997 — 1999
University of Missouri-Columbia 1995 — 1997
Business
SLUH
Kids In The Middle June 2015 - Present
CASY-MSCCN September 2014 - Present
Krilogy Financial February 2012 - Present
Krilogy Financial February 2012 - Present
Morgan Stanley January 2007 - February 2012
A.G. Edwards & Sons, Inc. March 2001 - January 2007
U.C.L.A June 1999 - July 2001
Skills
Principal of Investment..., Retirement Income..., Wealth Management and..., Wealth Management, Finance, Estate Planning, Investments, Retirement Planning, Strategic Financial..., Retirement, Mutual Funds, Personal Financial..., Series 7, Financial Advisory, Portfolio Management, Investment Strategies, Financial Analysis, Insurance, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Planning
Education
Northwestern University 1997 — 1999
University of Missouri-Columbia 1995 — 1997
Business
SLUH
Pat O'Brien, CFP®, CFS®'s Krilogy Financial Experience January 2009 - Present
Job Financial Advisor
Industry Financial Services
Experience
Krilogy Financial January 2009 - Present
Renaissance Financial June 2005 - December 2008
Education
University of Missouri-Columbia 2001 — 2005
BSBA, Finance & Banking
Krilogy Financial January 2009 - Present
Renaissance Financial June 2005 - December 2008
Education
University of Missouri-Columbia 2001 — 2005
BSBA, Finance & Banking
Mark DeLine's Krilogy Financial Experience August 2009 - December 2010
Job Vice President at Ingenium Solutions, Inc.
Industry Information Technology and Services
Experience
Ingenium Solutions, Inc. November 2014 - Present
TEKsystems January 2011 - May 2014
Krilogy Financial August 2009 - December 2010
TEKsystems January 1999 - August 2009
TEKsystems August 1996 - December 1999
TEKsystems August 1994 - September 1996
Skills
IT Outsourcing, Staff Augmentation, Staffing Services, Technical Recruiting, Vendor Management, Applicant Tracking..., Strategic Planning, Talent Acquisition, Recruiting, Leadership, Consulting, New Business Development, Information Technology, Healthcare Information..., Contract Recruitment, Account Management, Internet Recruiting, Program Management, Healthcare, Business Development, Team Building, Sales, Management
Education
Creighton University 1989 — 1993
BA, History/
Holy Cross College 1990 — 1991
A.A., History
Regis High School 1984 — 1988
Ingenium Solutions, Inc. November 2014 - Present
TEKsystems January 2011 - May 2014
Krilogy Financial August 2009 - December 2010
TEKsystems January 1999 - August 2009
TEKsystems August 1996 - December 1999
TEKsystems August 1994 - September 1996
Skills
IT Outsourcing, Staff Augmentation, Staffing Services, Technical Recruiting, Vendor Management, Applicant Tracking..., Strategic Planning, Talent Acquisition, Recruiting, Leadership, Consulting, New Business Development, Information Technology, Healthcare Information..., Contract Recruitment, Account Management, Internet Recruiting, Program Management, Healthcare, Business Development, Team Building, Sales, Management
Education
Creighton University 1989 — 1993
BA, History/
Holy Cross College 1990 — 1991
A.A., History
Regis High School 1984 — 1988
Kari Hughes's Krilogy Financial Experience July 2015 - Present
Job Executive Assistant
Industry Financial Services
Experience
Krilogy Financial July 2015 - Present
Prudential Patterson REALTORS October 1996 - January 2011
Prudential Patterson REALTORS October 1996 - January 2011
MacDill Air Force Base Officers Club 1994 - June 1996
Skills
Office Administration, Outstanding Customer..., Accounting, Banking Operations, MS Office, Type 60+wpm, Database Management, Administrative Functions, Baking, Cake Decorating, Customer Service, New Home Sales, Microsoft Office, Real Estate, Database Admin
Education
Coastal College
Business, Business / Computer Operations
University of Houston
Music
Krilogy Financial July 2015 - Present
Prudential Patterson REALTORS October 1996 - January 2011
Prudential Patterson REALTORS October 1996 - January 2011
MacDill Air Force Base Officers Club 1994 - June 1996
Skills
Office Administration, Outstanding Customer..., Accounting, Banking Operations, MS Office, Type 60+wpm, Database Management, Administrative Functions, Baking, Cake Decorating, Customer Service, New Home Sales, Microsoft Office, Real Estate, Database Admin
Education
Coastal College
Business, Business / Computer Operations
University of Houston
Music
Mike DiSalvo's Krilogy Financial Experience March 2011 - Present
Job Financial Advisor at Krilogy Financial
Industry Financial Services
Experience
Krilogy Financial March 2011 - Present
Renaissance Financial November 2009 - February 2011
Skills
Retirement Planning, Wealth Management, Investments, Series 7, Insurance
Education
Quincy University 2008 — 2009
Master of Business Administration (M.B.A.)
Quincy University 2004 — 2008
Business Management
Whitfield 2000 — 2004
Krilogy Financial March 2011 - Present
Renaissance Financial November 2009 - February 2011
Skills
Retirement Planning, Wealth Management, Investments, Series 7, Insurance
Education
Quincy University 2008 — 2009
Master of Business Administration (M.B.A.)
Quincy University 2004 — 2008
Business Management
Whitfield 2000 — 2004
Jeff Hercules's Krilogy Financial Experience February 2011 - Present
Job Krilogy Financial, Senior Partner
Industry Financial Services
Experience
Krilogy Financial February 2011 - Present
Renaissance Financial May 1995 - February 2011
Skills
Finance, Portfolio Management, Financial Advisory, Tax, Wealth Management..., Management, Wealth Management, Retirement Planning, Strategic Financial..., Investments, Insurance, Estate Planning, Business Strategy
Education
Quincy University 1988 — 1992
Prep North 1984 — 1988
Krilogy Financial February 2011 - Present
Renaissance Financial May 1995 - February 2011
Skills
Finance, Portfolio Management, Financial Advisory, Tax, Wealth Management..., Management, Wealth Management, Retirement Planning, Strategic Financial..., Investments, Insurance, Estate Planning, Business Strategy
Education
Quincy University 1988 — 1992
Prep North 1984 — 1988