Moneta Group
Description
Address: 100 S Brentwood Blvd, Clayton, MO 63105 Phone: (314) 726-2300: : Website: Place name: Hours: : : Category: : : Website: http://www.monetagroup.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Moneta Group LLC Posting publicly on the Web Write a review Reviews 2 Google reviews
Moneta Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Moneta Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Moneta Group Employees
Employee
Years
Job
Industry
Jami Hanak Jami Hanak's Moneta Group Experience May 2012 - Present
Job Client Service Manager at Moneta Group
Industry Financial Services
Experience
Moneta Group May 2012 - Present
Tigers Credit Union August 2011 - May 2012
Financial Management Association August 2011 - May 2012
Abercrombie & Fitch October 2007 - January 2012
Skills
Budgets, Recruiting, Invoicing, Investments
Education
University of Missouri-Columbia, College of Business 2008 — 2012
Business, Finance, Real Estate
Moneta Group May 2012 - Present
Tigers Credit Union August 2011 - May 2012
Financial Management Association August 2011 - May 2012
Abercrombie & Fitch October 2007 - January 2012
Skills
Budgets, Recruiting, Invoicing, Investments
Education
University of Missouri-Columbia, College of Business 2008 — 2012
Business, Finance, Real Estate
David Breckenridge, CFP® David Breckenridge, CFP®'s Moneta Group Experience 2006 - Present
Job Principal at Moneta Group
Industry Financial Services
Experience
Moneta Group 2006 - Present
Bank of America 1997 - 2006
Mercantile Bank/U.S. Bank 1987 - 1997
Education
Washington University in St. Louis 1989 — 1991
M.B.A.
Duke University 1979 — 1982
Bachelor of Arts, Economics
Moneta Group 2006 - Present
Bank of America 1997 - 2006
Mercantile Bank/U.S. Bank 1987 - 1997
Education
Washington University in St. Louis 1989 — 1991
M.B.A.
Duke University 1979 — 1982
Bachelor of Arts, Economics
Amy Leindecker Amy Leindecker's Moneta Group Experience May 2010 - Present
Job Client Service Manager at Moneta Group
Industry Financial Services
Experience
Moneta Group May 2010 - Present
Wells Fargo Financial July 2008 - May 2010
Skills
Retirement Planning
Education
Truman State University 2004 — 2008
Business Administration, Management, Economics
Moneta Group May 2010 - Present
Wells Fargo Financial July 2008 - May 2010
Skills
Retirement Planning
Education
Truman State University 2004 — 2008
Business Administration, Management, Economics
Natasha Allen Natasha Allen's Moneta Group Experience November 2011 - September 2014
Job Portfolio Advisor
Industry Financial Services
Experience
Buckingham Family of Financial Services September 2014 - Present
Moneta Group November 2011 - September 2014
BMO Harris Bank June 2011 - November 2011
Commerce Bancshares, Inc. August 2010 - June 2011
Skills
Finance, Portfolio Management, Commercial Banking, Financial Risk, Investments, Wealth Management, Securities, Loans, Retirement Planning, Strategic Financial...
Education
University of Missouri-Columbia, College of Business 2006 — 2010
Banking & Finance
Ladue Horton Watkins High School 2002 — 2006
Buckingham Family of Financial Services September 2014 - Present
Moneta Group November 2011 - September 2014
BMO Harris Bank June 2011 - November 2011
Commerce Bancshares, Inc. August 2010 - June 2011
Skills
Finance, Portfolio Management, Commercial Banking, Financial Risk, Investments, Wealth Management, Securities, Loans, Retirement Planning, Strategic Financial...
Education
University of Missouri-Columbia, College of Business 2006 — 2010
Banking & Finance
Ladue Horton Watkins High School 2002 — 2006
Eric Kittner Eric Kittner's Moneta Group Experience December 2003 - Present
Job Principal at Moneta Group
Industry Financial Services
Experience
Moneta Group December 2003 - Present
Education
The Catholic University of America 1996 — 2000
Moneta Group December 2003 - Present
Education
The Catholic University of America 1996 — 2000
Emily A. Barlean Emily A. Barlean's Moneta Group Experience December 2013 - Present
Job Marketing & Communications Manager at Moneta Group
Industry Public Relations and Communications
Experience
Moneta Group December 2013 - Present
Concordia Publishing House April 2012 - November 2013
Concordia Publishing House May 2009 - May 2012
ALIVE Magazine April 2011 - April 2012
Concordia University, Nebraska October 2006 - May 2009
Center for Rural Entrepreneurship May 2007 - August 2007
Skills
Copywriting, Public Relations, Social Media, Press Releases, Email Marketing, Editing, Media Relations, Copy Editing, Social Media Marketing, Marketing Communications, Event Planning, Publicity, Public Speaking, Writing, Blogging, Journalism, Publishing, InDesign, Photography, Feature Articles, Advertising, Event Management, Facebook, Fundraising, Nonprofits, Newspapers, Newsletters, Interviews, Illustrator, Writing Skills, Promotions, Layout, Adobe Creative Suite, Stories, Non-profits, Magazines, Creative Writing, Marketing, Web Content, Marketing Strategy
Education
Webster University 2012 — 2014
Master of Arts (MA), Communications Management, 4.0
Concordia University-Seward 2005 — 2009
B.A., Communications, 3.85
Moneta Group December 2013 - Present
Concordia Publishing House April 2012 - November 2013
Concordia Publishing House May 2009 - May 2012
ALIVE Magazine April 2011 - April 2012
Concordia University, Nebraska October 2006 - May 2009
Center for Rural Entrepreneurship May 2007 - August 2007
Skills
Copywriting, Public Relations, Social Media, Press Releases, Email Marketing, Editing, Media Relations, Copy Editing, Social Media Marketing, Marketing Communications, Event Planning, Publicity, Public Speaking, Writing, Blogging, Journalism, Publishing, InDesign, Photography, Feature Articles, Advertising, Event Management, Facebook, Fundraising, Nonprofits, Newspapers, Newsletters, Interviews, Illustrator, Writing Skills, Promotions, Layout, Adobe Creative Suite, Stories, Non-profits, Magazines, Creative Writing, Marketing, Web Content, Marketing Strategy
Education
Webster University 2012 — 2014
Master of Arts (MA), Communications Management, 4.0
Concordia University-Seward 2005 — 2009
B.A., Communications, 3.85
Anne Droese Anne Droese's Moneta Group Experience April 2012 - Present
Job Client Service Manager at Moneta Group
Industry Financial Services
Experience
Moneta Group April 2012 - Present
Savvis, a CenturyLink company May 2011 - December 2011
CorVasc MD's P.C. May 2009 - August 2010
Skills
Financial Analysis, Microsoft Excel, Asset Allocation, Customer Service, Mutual Funds, Retirement Planning, Process Improvement, PowerPoint, Asset Management, Fixed Income, Microsoft Office, Leadership
Education
Saint Louis University 2008 — 2012
Bachelor of Arts in Business Administration, Finance, Economics
Regent's American College of London - London 2010 — 2010
Management
Moneta Group April 2012 - Present
Savvis, a CenturyLink company May 2011 - December 2011
CorVasc MD's P.C. May 2009 - August 2010
Skills
Financial Analysis, Microsoft Excel, Asset Allocation, Customer Service, Mutual Funds, Retirement Planning, Process Improvement, PowerPoint, Asset Management, Fixed Income, Microsoft Office, Leadership
Education
Saint Louis University 2008 — 2012
Bachelor of Arts in Business Administration, Finance, Economics
Regent's American College of London - London 2010 — 2010
Management
Emily Haislar Emily Haislar's Moneta Group Experience April 2011 - Present
Job Client Service Manager at Moneta Group
Industry Financial Services
Experience
Moneta Group April 2011 - Present
Education
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelor of Science (BS), Consumer Economics
Moneta Group April 2011 - Present
Education
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelor of Science (BS), Consumer Economics
Kent Tieber Kent Tieber's Moneta Group Experience January 1995 - January 1996
Job Financial Services Professional
Industry Financial Services
Experience
LPL Financial July 2013 - Present
TD Ameritrade Institutional January 1998 - December 2012
Jack White &Co (Merged into TD Waterhouse) January 1996 - January 1998
Moneta Group January 1995 - January 1996
Sentra Securities January 1994 - January 1995
Skills
FINRA, Series 7, Series 63, Series 24, Series 9 and 10, Securities, Lean Management, Six Sigma, Management, Investment Advisory, Mutual Funds, Risk Management, Human Resources, Financial Services, Wealth Management, Portfolio Management, Asset Management, Asset Allocation, Alternative Investments, Investments, Training, Retirement Planning, Options, Equities, Investment Management, Financial Advisory, Retirement, Strategic Financial..., Investment Strategies, 401k, Financial Planning
Education
National University 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
FINRA
Series 7, 9, 10, 24 and 63
San Diego State University
Bachelor of Science, Economics
LPL Financial July 2013 - Present
TD Ameritrade Institutional January 1998 - December 2012
Jack White &Co (Merged into TD Waterhouse) January 1996 - January 1998
Moneta Group January 1995 - January 1996
Sentra Securities January 1994 - January 1995
Skills
FINRA, Series 7, Series 63, Series 24, Series 9 and 10, Securities, Lean Management, Six Sigma, Management, Investment Advisory, Mutual Funds, Risk Management, Human Resources, Financial Services, Wealth Management, Portfolio Management, Asset Management, Asset Allocation, Alternative Investments, Investments, Training, Retirement Planning, Options, Equities, Investment Management, Financial Advisory, Retirement, Strategic Financial..., Investment Strategies, 401k, Financial Planning
Education
National University 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
FINRA
Series 7, 9, 10, 24 and 63
San Diego State University
Bachelor of Science, Economics
Matthew Winterbottom, MBA Matthew Winterbottom, MBA's Moneta Group Experience December 2010 - November 2013
Job Finance
Industry Accounting
Experience
Moneta Group December 2010 - November 2013
Skills
Financial Analysis, Strategic Financial..., Retirement Planning, Estate Planning, Investment Strategies, Portfolio Management, Personal Tax Planning, Estate Tax Planning, Personal Budgeting, Options Strategies, Management Accounting, Financial Accounting, Investments, Sales, Marketing, Mutual Funds, Customer Service, Finance, Microsoft Office, Financial Planning, Time Management, Strategic Planning, Leadership, Account Management, Management
Education
Southern Illinois University, Edwardsville 2010 — 2012
Master of Business Administration (MBA), Business Management and Accounting
Eastern Illinois University 2005 — 2010
Bachelor of Science (B.S.), Accounting
Moneta Group December 2010 - November 2013
Skills
Financial Analysis, Strategic Financial..., Retirement Planning, Estate Planning, Investment Strategies, Portfolio Management, Personal Tax Planning, Estate Tax Planning, Personal Budgeting, Options Strategies, Management Accounting, Financial Accounting, Investments, Sales, Marketing, Mutual Funds, Customer Service, Finance, Microsoft Office, Financial Planning, Time Management, Strategic Planning, Leadership, Account Management, Management
Education
Southern Illinois University, Edwardsville 2010 — 2012
Master of Business Administration (MBA), Business Management and Accounting
Eastern Illinois University 2005 — 2010
Bachelor of Science (B.S.), Accounting
Brian Fernandez Brian Fernandez's Moneta Group Experience January 2004 - May 2007
Job Partner at Matter Family Office
Industry Financial Services
Experience
Matter Family Office May 2007 - Present
Moneta Group January 2004 - May 2007
Husch & Eppenberger, LLC January 2002 - January 2004
PricewaterhouseCoopers June 1999 - December 2001
Skills
Finance, Estate Planning, Management, Accounting, Strategic Planning, Financial Analysis, CPA, Due Diligence, Mergers & Acquisitions, Investments
Education
Saint Louis University School of Law 1997 — 2000
JD
Saint Louis University 1993 — 1997
BSBA, Accounting
St. Louis U. High 1989 — 1993
Matter Family Office May 2007 - Present
Moneta Group January 2004 - May 2007
Husch & Eppenberger, LLC January 2002 - January 2004
PricewaterhouseCoopers June 1999 - December 2001
Skills
Finance, Estate Planning, Management, Accounting, Strategic Planning, Financial Analysis, CPA, Due Diligence, Mergers & Acquisitions, Investments
Education
Saint Louis University School of Law 1997 — 2000
JD
Saint Louis University 1993 — 1997
BSBA, Accounting
St. Louis U. High 1989 — 1993
Mark Conrad, CPA, CFP® Mark Conrad, CPA, CFP®'s Moneta Group Experience January 2013 - Present
Job Professional Consultant The Compardo Team at Moneta Group
Industry Investment Management
Experience
Moneta Group January 2013 - Present
RubinBrown LLP January 2003 - December 2012
Skills
CPA, Internal Controls, Accounting, Auditing, Financial Reporting, GAAP, Sarbanes-Oxley Act, Financial Analysis, Financial Accounting, Asset Management, Investments, Strategic Financial...
Education
Maryville University of Saint Louis 1998 — 2002
Bachelor's degree, Accounting
Moneta Group January 2013 - Present
RubinBrown LLP January 2003 - December 2012
Skills
CPA, Internal Controls, Accounting, Auditing, Financial Reporting, GAAP, Sarbanes-Oxley Act, Financial Analysis, Financial Accounting, Asset Management, Investments, Strategic Financial...
Education
Maryville University of Saint Louis 1998 — 2002
Bachelor's degree, Accounting
Roland Jones, CFP® Roland Jones, CFP®'s Moneta Group Experience August 2009 - October 2012
Job Financial Services
Industry Financial Services
Experience
Edward Jones HQ January 2015 - Present
EY January 2014 - January 2015
J.P. Morgan October 2012 - October 2013
Moneta Group August 2009 - October 2012
Hillross Financial Services (formerly PwC Financial Planning March 2007 - March 2009
Moneta Group October 2003 - June 2007
Skills
Investments, Credit, Income Tax, International Tax, Retirement Planning, Retirement Benefits, Investment Advisory, Alternative Investments, Estate Planning, Estate Tax Planning, Real Estate Financing, Risk Management, Insurance, Wealth Management, Strategic Financial...
Education
University of Missouri-Columbia 2000 — 2003
Bachelor of Science, Education / Music
University of Sydney 1999 — 1999
Bachelor of Music, Music
Edward Jones HQ January 2015 - Present
EY January 2014 - January 2015
J.P. Morgan October 2012 - October 2013
Moneta Group August 2009 - October 2012
Hillross Financial Services (formerly PwC Financial Planning March 2007 - March 2009
Moneta Group October 2003 - June 2007
Skills
Investments, Credit, Income Tax, International Tax, Retirement Planning, Retirement Benefits, Investment Advisory, Alternative Investments, Estate Planning, Estate Tax Planning, Real Estate Financing, Risk Management, Insurance, Wealth Management, Strategic Financial...
Education
University of Missouri-Columbia 2000 — 2003
Bachelor of Science, Education / Music
University of Sydney 1999 — 1999
Bachelor of Music, Music
Andrew Sykes's Moneta Group Experience February 2014 - April 2014
Job Tax Accountant at Enterprise Holdings
Industry Accounting
Experience
Enterprise Holdings June 2015 - Present
Mueller Prost January 2015 - April 2015
Moneta Group February 2014 - April 2014
Conscious Sedation Consulting May 2012 - January 2014
Skills
Microsoft Excel, Income Tax, Microsoft Word, PowerPoint, Healthcare, Microsoft Office, Financial Reporting, Accounting, Financial Accounting, Tax, QuickBooks
Education
University of Missouri-Saint Louis 2013 — 2014
Bachelor of Science (BS), Accounting
University of Missouri-Saint Louis 2010 — 2012
Bachelor of Science (BS), Business Administration - Finance
Enterprise Holdings June 2015 - Present
Mueller Prost January 2015 - April 2015
Moneta Group February 2014 - April 2014
Conscious Sedation Consulting May 2012 - January 2014
Skills
Microsoft Excel, Income Tax, Microsoft Word, PowerPoint, Healthcare, Microsoft Office, Financial Reporting, Accounting, Financial Accounting, Tax, QuickBooks
Education
University of Missouri-Saint Louis 2013 — 2014
Bachelor of Science (BS), Accounting
University of Missouri-Saint Louis 2010 — 2012
Bachelor of Science (BS), Business Administration - Finance
Sarah Haislar Sarah Haislar's Moneta Group Experience November 2012 - Present
Job CSM at Moneta Group
Industry Financial Services
Experience
Moneta Group November 2012 - Present
Cassidy Turley May 2011 - November 2012
GAP INC October 2011 - September 2012
LEVERAGED RESOURCES MANAGEMENT, INC August 2008 - May 2011
LOYOLA LAW SCHOOL ADMISSION & FINANCIAL AID June 2006 - May 2008
ZARKIE MUSIC STUDIOS August 2002 - August 2005
Skills
Account Reconciliation, Accounts Payable, Accounting, Financial Statements, Accruals, Budgets, Payroll, General Ledger, Financial Reporting, Sales & Use Tax, Fixed Assets, Financial Analysis, Journal Entries, MRI Software, Pivotal CRM Software
Education
University of Missouri - St. Louis 2010 — 2011
Post Baccalaureate Certificate, Accounting
Loyola University of Chicago 2005 — 2008
BBA, Accounting
Illinois State University 2004 — 2005
Moneta Group November 2012 - Present
Cassidy Turley May 2011 - November 2012
GAP INC October 2011 - September 2012
LEVERAGED RESOURCES MANAGEMENT, INC August 2008 - May 2011
LOYOLA LAW SCHOOL ADMISSION & FINANCIAL AID June 2006 - May 2008
ZARKIE MUSIC STUDIOS August 2002 - August 2005
Skills
Account Reconciliation, Accounts Payable, Accounting, Financial Statements, Accruals, Budgets, Payroll, General Ledger, Financial Reporting, Sales & Use Tax, Fixed Assets, Financial Analysis, Journal Entries, MRI Software, Pivotal CRM Software
Education
University of Missouri - St. Louis 2010 — 2011
Post Baccalaureate Certificate, Accounting
Loyola University of Chicago 2005 — 2008
BBA, Accounting
Illinois State University 2004 — 2005
Nicole Bailey, CPA, CFP® Nicole Bailey, CPA, CFP®'s Moneta Group Experience December 2009 - Present
Job Professional Consultant at Moneta Group
Industry Financial Services
Experience
Moneta Group December 2009 - Present
KPMG LLP 2004 - 2009
Ernst & Young 2007 - 2007
Education
Southern Illinois University, Carbondale 2003 — 2004
Masters of Accountancy, Taxation
Southern Illinois University, Carbondale 1999 — 2003
Bachelor of Science, Accounting
Moneta Group December 2009 - Present
KPMG LLP 2004 - 2009
Ernst & Young 2007 - 2007
Education
Southern Illinois University, Carbondale 2003 — 2004
Masters of Accountancy, Taxation
Southern Illinois University, Carbondale 1999 — 2003
Bachelor of Science, Accounting
Melissa Orlando's Moneta Group Experience March 2008 - March 2009
Job DFC Manager at Numotion
Industry Executive Office
Experience
Numotion June 2013 - Present
United Seating & Mobility November 2009 - June 2013
United Seating & Mobility April 2009 - November 2009
Moneta Group March 2008 - March 2009
Foot Healers April 2005 - March 2008
Arnold Insurance Agency March 1999 - April 2005
Skills
Portfolio Management, Sales, Microsoft Excel, Investments, Accounts Receivable, Training, Customer Service, PowerPoint, Financial Analysis, Invoicing, Customer Satisfaction, Sales Management, Microsoft Office, Process Improvement, Leadership, Insurance, Accounting, Team Building, Strategic Planning, Healthcare
Education
University of Missouri-Saint Louis 2000 — 2004
BA, Communications, Mass Communications and Theory & Rhetoric
Numotion June 2013 - Present
United Seating & Mobility November 2009 - June 2013
United Seating & Mobility April 2009 - November 2009
Moneta Group March 2008 - March 2009
Foot Healers April 2005 - March 2008
Arnold Insurance Agency March 1999 - April 2005
Skills
Portfolio Management, Sales, Microsoft Excel, Investments, Accounts Receivable, Training, Customer Service, PowerPoint, Financial Analysis, Invoicing, Customer Satisfaction, Sales Management, Microsoft Office, Process Improvement, Leadership, Insurance, Accounting, Team Building, Strategic Planning, Healthcare
Education
University of Missouri-Saint Louis 2000 — 2004
BA, Communications, Mass Communications and Theory & Rhetoric
Brittany Root's Moneta Group Experience February 2015 - Present
Job Client Service Assistant at Moneta Group
Industry Apparel & Fashion
Experience
Moneta Group February 2015 - Present
Victoria's Secret August 2013 - February 2015
Dillards March 2012 - August 2013
Dillards April 2010 - February 2012
Alzheimer's Association Springfield Chapter August 2009 - December 2009
Skills
Retail, Customer Service, Merchandising, Microsoft Office, Sales Management, Social Media, Team Leadership, Marketing Communications, Marketing, Event Planning, Sales, Leadership, Fashion, Visual Merchandising, Recruiting, Photoshop, Adobe Photoshop
Education
Missouri State University 2009 — 2011
Bachelor of Science (BS), Marketing
Missouri State University 2009 — 2011
Bachelor of Science (BS), Management
Ozarks Technical Community College 2007 — 2008
Associate of Arts
Moneta Group February 2015 - Present
Victoria's Secret August 2013 - February 2015
Dillards March 2012 - August 2013
Dillards April 2010 - February 2012
Alzheimer's Association Springfield Chapter August 2009 - December 2009
Skills
Retail, Customer Service, Merchandising, Microsoft Office, Sales Management, Social Media, Team Leadership, Marketing Communications, Marketing, Event Planning, Sales, Leadership, Fashion, Visual Merchandising, Recruiting, Photoshop, Adobe Photoshop
Education
Missouri State University 2009 — 2011
Bachelor of Science (BS), Marketing
Missouri State University 2009 — 2011
Bachelor of Science (BS), Management
Ozarks Technical Community College 2007 — 2008
Associate of Arts
Nathan R. Howard Nathan R. Howard's Moneta Group Experience August 2014 - Present
Job Chief Compliance Officer at Moneta Group
Industry Financial Services
Experience
Moneta Group August 2014 - Present
Affinity Law Group, LLC October 2013 - August 2014
Kodner Watkins & Kloecker, LC December 2011 - October 2013
WM Financial Strategies August 2006 - December 2011
Education
Saint Louis University 2006 — 2009
Juris Doctorate
Saint Louis University 2002 — 2006
B.S.B.A., Leadership & Change Management, Magna Cum Laude
Moneta Group August 2014 - Present
Affinity Law Group, LLC October 2013 - August 2014
Kodner Watkins & Kloecker, LC December 2011 - October 2013
WM Financial Strategies August 2006 - December 2011
Education
Saint Louis University 2006 — 2009
Juris Doctorate
Saint Louis University 2002 — 2006
B.S.B.A., Leadership & Change Management, Magna Cum Laude
Brad Jacobs, TGPC Brad Jacobs, TGPC's Moneta Group Experience September 2011 - Present
Job Participant Service Manager at Moneta Group
Industry Financial Services
Experience
Moneta Group September 2011 - Present
M&I Institutional Trust Services, A part of BMO Financial Group April 2010 - September 2011
Marshal & Ilsley Corporation November 2008 - March 2010
Skills
Wealth Management, Series 65, 401k, Retirement, Asset Allocation, PowerPoint, IRAs, Retirement Planning, Microsoft Excel, Financial Advisory
Education
DePauw University 2004 — 2008
BA, Economics
University School of Milwaukee 2000 — 2004
Moneta Group September 2011 - Present
M&I Institutional Trust Services, A part of BMO Financial Group April 2010 - September 2011
Marshal & Ilsley Corporation November 2008 - March 2010
Skills
Wealth Management, Series 65, 401k, Retirement, Asset Allocation, PowerPoint, IRAs, Retirement Planning, Microsoft Excel, Financial Advisory
Education
DePauw University 2004 — 2008
BA, Economics
University School of Milwaukee 2000 — 2004
Cynthia Kirkpatrick, CPA, CFP® Cynthia Kirkpatrick, CPA, CFP®'s Moneta Group Experience March 2013 - Present
Job Professional Consultant Providing "Raving Fan" service and financial peace of mind to successful families
Industry Financial Services
Experience
Moneta Group March 2013 - Present
Edward Jones September 2003 - February 2013
Edward Jones 2007 - February 2012
RubinBrown LLP June 2000 - September 2003
Education
Lindenwood University 1996 — 2000
Bachelor of Arts (B.A.), Accounting
Lindenwood University 1996 — 2000
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Moneta Group March 2013 - Present
Edward Jones September 2003 - February 2013
Edward Jones 2007 - February 2012
RubinBrown LLP June 2000 - September 2003
Education
Lindenwood University 1996 — 2000
Bachelor of Arts (B.A.), Accounting
Lindenwood University 1996 — 2000
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Steve Rataj, QKA Steve Rataj, QKA's Moneta Group Experience December 1998 - February 2001
Job Retirement Plan Marketing Specialist at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. 2013 - Present
Retirement Plan Services, LLC 2004 - 2013
R-Tech Consultants, Inc. September 2003 - December 2004
Moneta Group December 1998 - February 2001
Skills
Retirement Plan..., Retirement Planning, Qualified Retirement..., 401k, 403 b, 457 Plans, ERISA, Rollovers, Qualified 401(k)..., Relius Administration, SRT, Defined Contribution, Defined Benefit, Employee Benefits, Portfolio Management, Process Improvement, Property & Casualty..., Life & Health Insurance..., Accounting
Education
University of Missouri-Saint Louis 1997 — 2000
Bachelor of Business Administration (BBA), Accounting and Finance
Stifel Financial Corp. 2013 - Present
Retirement Plan Services, LLC 2004 - 2013
R-Tech Consultants, Inc. September 2003 - December 2004
Moneta Group December 1998 - February 2001
Skills
Retirement Plan..., Retirement Planning, Qualified Retirement..., 401k, 403 b, 457 Plans, ERISA, Rollovers, Qualified 401(k)..., Relius Administration, SRT, Defined Contribution, Defined Benefit, Employee Benefits, Portfolio Management, Process Improvement, Property & Casualty..., Life & Health Insurance..., Accounting
Education
University of Missouri-Saint Louis 1997 — 2000
Bachelor of Business Administration (BBA), Accounting and Finance
Melissa Sheils, MBA's Moneta Group Experience October 2013 - July 2015
Job Recruiter at Premium Retail Services
Industry Staffing and Recruiting
Experience
Premium Retail Services August 2015 - Present
Moneta Group October 2013 - July 2015
MAC Cosmetics November 2004 - October 2013
Food Outreach September 2012 - June 2013
Allied Advertising & Public Relations Agency December 2009 - August 2010
Skills
Recruiting, Business Development, Project Management, Sales, Event Planning, Event Management, Microsoft Word, Microsoft Excel, Account Management, Microsoft Office, Analysis, Training, Marketing, Staff Development, Leadership, Marketing Strategy, CRM, Social Networking, Inventory Management, Brand Management, Public Relations, Time Management, Coaching, Retail Sales, Retail, Forecasting, Team Building, Management, Community Outreach, Customer Service, Sales Management
Education
Webster University 2009 — 2011
MBA, Business Administration, International Business
Webster University 2007 — 2009
Bachelor's Degree, Media, Marketing, Public Relations
Southwestern Illinois College
Associate of Arts
Premium Retail Services August 2015 - Present
Moneta Group October 2013 - July 2015
MAC Cosmetics November 2004 - October 2013
Food Outreach September 2012 - June 2013
Allied Advertising & Public Relations Agency December 2009 - August 2010
Skills
Recruiting, Business Development, Project Management, Sales, Event Planning, Event Management, Microsoft Word, Microsoft Excel, Account Management, Microsoft Office, Analysis, Training, Marketing, Staff Development, Leadership, Marketing Strategy, CRM, Social Networking, Inventory Management, Brand Management, Public Relations, Time Management, Coaching, Retail Sales, Retail, Forecasting, Team Building, Management, Community Outreach, Customer Service, Sales Management
Education
Webster University 2009 — 2011
MBA, Business Administration, International Business
Webster University 2007 — 2009
Bachelor's Degree, Media, Marketing, Public Relations
Southwestern Illinois College
Associate of Arts
Ashley Everett's Moneta Group Experience October 2013 - Present
Job Communications Coordinator at Moneta Group
Industry Public Relations and Communications
Experience
Moneta Group October 2013 - Present
Kinsman Ventures, LLC June 2013 - October 2013
Knorr Marketing Communications May 2012 - August 2012
Central Missouri Humane Society January 2012 - March 2012
Skills
New Business Development, Client Prospecting, Press Releases, Public Relations, Social Media, Marketing Communications, Event Planning, Marketing Research, Journalism, Blogging, Marketing, Adobe Creative Suite, Integrated Marketing, Copywriting
Education
University of Missouri-Columbia 2009 — 2013
Bachelor's of Journalism, Strategic Communication, Graduate
John Paul II High School 2005 — 2009
Moneta Group October 2013 - Present
Kinsman Ventures, LLC June 2013 - October 2013
Knorr Marketing Communications May 2012 - August 2012
Central Missouri Humane Society January 2012 - March 2012
Skills
New Business Development, Client Prospecting, Press Releases, Public Relations, Social Media, Marketing Communications, Event Planning, Marketing Research, Journalism, Blogging, Marketing, Adobe Creative Suite, Integrated Marketing, Copywriting
Education
University of Missouri-Columbia 2009 — 2013
Bachelor's of Journalism, Strategic Communication, Graduate
John Paul II High School 2005 — 2009
Kelly Stonebarger Kelly Stonebarger's Moneta Group Experience March 2004 - December 2004
Job Financial Planning Specialist at Axius Financial
Industry Financial Services
Experience
AXIUS Financial February 2011 - Present
Genex Financial August 2008 - February 2011
A.G. Edwards March 2005 - August 2008
Moneta Group March 2004 - December 2004
A.G. Edwards March 2000 - March 2004
Smith, Moore & Company June 1998 - March 2000
Skills
Personal Financial..., Budget, Education Planning, Retirement Planning, Estate Planning, Risk Management, Survivor Income, Financial Planners, Finance, Series 7, Financial Advisory, Disability Insurance, Strategic Financial..., Securities, Uniform Combined State..., Wealth, Financial Services, Investments, Financial Planning, Wealth Management
Education
Lindenwood University 2001 — 2002
MBA, Management
Lindenwood University 1996 — 1999
BA, Sales/Marketing
Lewis-Palmer High School 1990 — 1994
High School, College Prep
Kaplan University
CFP
AXIUS Financial February 2011 - Present
Genex Financial August 2008 - February 2011
A.G. Edwards March 2005 - August 2008
Moneta Group March 2004 - December 2004
A.G. Edwards March 2000 - March 2004
Smith, Moore & Company June 1998 - March 2000
Skills
Personal Financial..., Budget, Education Planning, Retirement Planning, Estate Planning, Risk Management, Survivor Income, Financial Planners, Finance, Series 7, Financial Advisory, Disability Insurance, Strategic Financial..., Securities, Uniform Combined State..., Wealth, Financial Services, Investments, Financial Planning, Wealth Management
Education
Lindenwood University 2001 — 2002
MBA, Management
Lindenwood University 1996 — 1999
BA, Sales/Marketing
Lewis-Palmer High School 1990 — 1994
High School, College Prep
Kaplan University
CFP
Geneen Von Kloha Geneen Von Kloha's Moneta Group Experience April 2002 - Present
Job Professional Consultant & Family CFO at Moneta Group & Argent
Industry Financial Services
Experience
Moneta Group April 2002 - Present
Argent Capital Management LLC July 2007 - Present
Education
University of Missouri-Columbia
Bachelor's Degree, Finance & Banking
University of La Verne
Master of Business Administration (M.B.A.), Information Technology
California State Polytechnic University-Pomona
Moneta Group April 2002 - Present
Argent Capital Management LLC July 2007 - Present
Education
University of Missouri-Columbia
Bachelor's Degree, Finance & Banking
University of La Verne
Master of Business Administration (M.B.A.), Information Technology
California State Polytechnic University-Pomona
Molly Thomas Molly Thomas's Moneta Group Experience July 2014 - April 2015
Job Operations Manager at FirstLight, Inc.
Industry Hospital & Health Care
Experience
FirstLight, Inc. April 2015 - Present
Molly Thomas Photography April 2013 - Present
Moneta Group July 2014 - April 2015
Medical West Healthcare March 2013 - July 2014
SSM Health Care August 2013 - March 2014
Truman State University March 2012 - May 2013
A.T. Still University January 2012 - May 2013
Dr. Kent Taulbee August 2007 - August 2012
Anderson University August 2011 - December 2011
Skills
Organization, Leadership, Interpretation, Health Insurance, Communication, Compassion, Secretarial Skills, Multi Tasking, Multilingual, Student Leadership, Photography, Student Affairs
Education
Truman State University 2010 — 2013
Bachelor of Arts (B.A.), Spanish Language and Literature
Anderson University 2012 — 2012
Bachelor of Arts (B.A.), Spanish Language and Literature
FirstLight, Inc. April 2015 - Present
Molly Thomas Photography April 2013 - Present
Moneta Group July 2014 - April 2015
Medical West Healthcare March 2013 - July 2014
SSM Health Care August 2013 - March 2014
Truman State University March 2012 - May 2013
A.T. Still University January 2012 - May 2013
Dr. Kent Taulbee August 2007 - August 2012
Anderson University August 2011 - December 2011
Skills
Organization, Leadership, Interpretation, Health Insurance, Communication, Compassion, Secretarial Skills, Multi Tasking, Multilingual, Student Leadership, Photography, Student Affairs
Education
Truman State University 2010 — 2013
Bachelor of Arts (B.A.), Spanish Language and Literature
Anderson University 2012 — 2012
Bachelor of Arts (B.A.), Spanish Language and Literature
Daniel Side Daniel Side's Moneta Group Experience August 2014 - Present
Job Client Service Manager at Moneta Group
Industry Financial Services
Experience
Moneta Group August 2014 - Present
Northwestern Mutual May 2013 - March 2014
Research Challenge of The CFA Society of St. Louis September 2013 - February 2014
DTS Lawn Care March 2008 - September 2013
Skills
Time Management, Insurance, Life Insurance, Disability Insurance, Financial Analysis, Financial Advisory, Project Management, Financial Accounting
Education
University of Missouri - St. Louis 2012 — 2013
Bachelor of Science, Finance
Missouri Baptist University 2010 — 2012
Moneta Group August 2014 - Present
Northwestern Mutual May 2013 - March 2014
Research Challenge of The CFA Society of St. Louis September 2013 - February 2014
DTS Lawn Care March 2008 - September 2013
Skills
Time Management, Insurance, Life Insurance, Disability Insurance, Financial Analysis, Financial Advisory, Project Management, Financial Accounting
Education
University of Missouri - St. Louis 2012 — 2013
Bachelor of Science, Finance
Missouri Baptist University 2010 — 2012
Erin Baskett, CPA, CGMA Erin Baskett, CPA, CGMA's Moneta Group Experience 2003 - 2004
Job Managing Partner CFO/CCO
Industry Financial Services
Experience
Autonomous Research US LP August 2012 - Present
Autonomous Research Foundation US August 2013 - Present
Smith, Moore & Company May 2010 - August 2012
Wolfe Nilges Nahorski June 2004 - May 2010
Moneta Group 2003 - 2004
A.G. Edwards 2001 - 2003
Skills
Accounting, Auditing, Financial Reporting, Internal Audit, Financial Analysis, Audit, Internal Controls, Accruals, Monthly Close, Full Cycle Accounting, General Ledger..., Monthly Reporting, Annual Budgets, Year End Close, Financial Management, Cash Management, Forecasting, Executive Management, Executives, Corporate Finance, Financials, Financial Control, Procedure Design, Series 24, FINOP, Year-end Close, Financial Audits, GAAP, Financial Services, Financial Statements, Finance, Investments, SEC filings, CPA, Financial Accounting, Tax, Strategic Financial..., Revenue Recognition, Tax Preparation, Corporate Tax, Consolidation, Asset Management, CFOs, Operations Management, Compliance, Legal Compliance, US GAAP, Cash Flow, Cost Accounting, Variance Analysis
Education
Lindenwood University
MBA, Accounting, Business
University of Missouri-Saint Louis
BSBA, Accounting, Finance
Autonomous Research US LP August 2012 - Present
Autonomous Research Foundation US August 2013 - Present
Smith, Moore & Company May 2010 - August 2012
Wolfe Nilges Nahorski June 2004 - May 2010
Moneta Group 2003 - 2004
A.G. Edwards 2001 - 2003
Skills
Accounting, Auditing, Financial Reporting, Internal Audit, Financial Analysis, Audit, Internal Controls, Accruals, Monthly Close, Full Cycle Accounting, General Ledger..., Monthly Reporting, Annual Budgets, Year End Close, Financial Management, Cash Management, Forecasting, Executive Management, Executives, Corporate Finance, Financials, Financial Control, Procedure Design, Series 24, FINOP, Year-end Close, Financial Audits, GAAP, Financial Services, Financial Statements, Finance, Investments, SEC filings, CPA, Financial Accounting, Tax, Strategic Financial..., Revenue Recognition, Tax Preparation, Corporate Tax, Consolidation, Asset Management, CFOs, Operations Management, Compliance, Legal Compliance, US GAAP, Cash Flow, Cost Accounting, Variance Analysis
Education
Lindenwood University
MBA, Accounting, Business
University of Missouri-Saint Louis
BSBA, Accounting, Finance
Gene M. Diederich, CPA, CFP®'s Moneta Group Experience April 2009 - Present
Job Principal on the Diederich Poling Team
Industry Financial Services
Experience
Moneta Group April 2009 - Present
Wells Fargo Advisors October 2007 - March 2009
A.G. Edwards February 2005 - October 2007
KPMG June 1981 - May 1984
Education
The University of Kansas 1978 — 1981
B.S., Accounting and Business Administration
Salina South High School 1974 — 1977
Moneta Group April 2009 - Present
Wells Fargo Advisors October 2007 - March 2009
A.G. Edwards February 2005 - October 2007
KPMG June 1981 - May 1984
Education
The University of Kansas 1978 — 1981
B.S., Accounting and Business Administration
Salina South High School 1974 — 1977
Laura Pupillo, CFP®, CDFA™ Laura Pupillo, CFP®, CDFA™'s Moneta Group Experience February 2004 - Present
Job Professional Consultant at Moneta Group
Industry Financial Services
Experience
Moneta Group February 2004 - Present
Skills
Estate Planning, Wealth Management, Retirement Planning, Strategic Financial..., Investments, Asset Allocation, Portfolio Management, Asset Managment, Financial Modeling, Financial Analysis, Risk Management, Tax
Education
Saint Louis University 2000 — 2004
Bachelors of Science in Business Administration, Major in Economics with Minor in Finance
Moneta Group February 2004 - Present
Skills
Estate Planning, Wealth Management, Retirement Planning, Strategic Financial..., Investments, Asset Allocation, Portfolio Management, Asset Managment, Financial Modeling, Financial Analysis, Risk Management, Tax
Education
Saint Louis University 2000 — 2004
Bachelors of Science in Business Administration, Major in Economics with Minor in Finance
Emily Meyers's Moneta Group Experience December 2013 - Present
Job Client Services Manager at Moneta Group
Industry Financial Services
Experience
Moneta Group December 2013 - Present
Cassidy Turley November 2012 - November 2013
Cassidy Turley December 2010 - November 2012
Skills
Real Estate, Financial Analysis, Commercial Real Estate, Contract Negotiation, Analysis, Budgets, Real Estate Transactions, Investments, Asset Managment, Portfolio Management, Project Management
Education
University of Missouri-Columbia 2009 — 2010
Master of Business Administration (M.B.A.), Finance, General
University of Missouri-Columbia 2005 — 2009
Bachelor of Business Administration (BBA), Real Estate
Moneta Group December 2013 - Present
Cassidy Turley November 2012 - November 2013
Cassidy Turley December 2010 - November 2012
Skills
Real Estate, Financial Analysis, Commercial Real Estate, Contract Negotiation, Analysis, Budgets, Real Estate Transactions, Investments, Asset Managment, Portfolio Management, Project Management
Education
University of Missouri-Columbia 2009 — 2010
Master of Business Administration (M.B.A.), Finance, General
University of Missouri-Columbia 2005 — 2009
Bachelor of Business Administration (BBA), Real Estate
Yolanda Forkin Yolanda Forkin's Moneta Group Experience September 2006 - Present
Job Client Service Manager at Moneta Group
Industry Financial Services
Experience
Moneta Group September 2006 - Present
Argent Capital Management September 2006 - Present
MetLife Resources May 2004 - September 2006
Wunderlich Securities September 2001 - May 2004
Education
Southwestern Illinois College
Moneta Group September 2006 - Present
Argent Capital Management September 2006 - Present
MetLife Resources May 2004 - September 2006
Wunderlich Securities September 2001 - May 2004
Education
Southwestern Illinois College
Pamela Hardin Pamela Hardin's Moneta Group Experience January 1999 - September 2003
Job President at Foundation Wealth Management
Industry Financial Services
Experience
Foundation Wealth Management 2003 - Present
Moneta Group January 1999 - September 2003
Droms Strauss Advisors, Inc. October 1997 - January 1999
Guaranty Trust Company of Missouri April 1995 - October 1997
Education
State University of New York at Buffalo 1987 — 1989
Master of Business Administration (MBA), Finance
Georgetown University 1981 — 1985
Bachelor of Science in Business Administration, Finance and International Management
Nijenrode, The Netherlands School of Business 1983 — 1984
International Business, International Economics
Foundation Wealth Management 2003 - Present
Moneta Group January 1999 - September 2003
Droms Strauss Advisors, Inc. October 1997 - January 1999
Guaranty Trust Company of Missouri April 1995 - October 1997
Education
State University of New York at Buffalo 1987 — 1989
Master of Business Administration (MBA), Finance
Georgetown University 1981 — 1985
Bachelor of Science in Business Administration, Finance and International Management
Nijenrode, The Netherlands School of Business 1983 — 1984
International Business, International Economics
Tony Dorn, CFP® Tony Dorn, CFP®'s Moneta Group Experience April 2002 - Present
Job Prinicipal at Moneta Group
Industry Financial Services
Experience
Moneta Group April 2002 - Present
Support Dogs 2009 - June 2015
Mizzou Tiger Club - St. Louis 2008 - November 2013
Edward Jones 2000 - 2002
Skills
Estate Planning, Asset Allocation, Retirement Planning, Retirement, Insurance, Portfolio Management, Investment Advisory, Investments, Wealth Management, Strategic Financial..., Tax
Education
Maryville University of Saint Louis 2006 — 2008
MBA, Business
University of Missouri-Columbia 1996 — 2000
B.S. Hum Env Sciences, Financial Planning
Moneta Group April 2002 - Present
Support Dogs 2009 - June 2015
Mizzou Tiger Club - St. Louis 2008 - November 2013
Edward Jones 2000 - 2002
Skills
Estate Planning, Asset Allocation, Retirement Planning, Retirement, Insurance, Portfolio Management, Investment Advisory, Investments, Wealth Management, Strategic Financial..., Tax
Education
Maryville University of Saint Louis 2006 — 2008
MBA, Business
University of Missouri-Columbia 1996 — 2000
B.S. Hum Env Sciences, Financial Planning
Andy Hoffman, CFP® Andy Hoffman, CFP®'s Moneta Group Experience August 2009 - Present
Job Client Service Manager at Moneta Group
Industry Financial Services
Experience
Moneta Group August 2009 - Present
Moneta Group August 2008 - August 2009
Tectonic Inc. January 2006 - July 2008
Skills
Financial Analysis, Estate Planning, Investments, Investment Advisory, Wealth Management, Customer Service, Portfolio Management, Asset Managment, Financial Modeling, Retirement Planning, Asset Allocation
Education
Rockhurst University 2003 — 2008
BSBA, MBA, Finance/Economics
Moneta Group August 2009 - Present
Moneta Group August 2008 - August 2009
Tectonic Inc. January 2006 - July 2008
Skills
Financial Analysis, Estate Planning, Investments, Investment Advisory, Wealth Management, Customer Service, Portfolio Management, Asset Managment, Financial Modeling, Retirement Planning, Asset Allocation
Education
Rockhurst University 2003 — 2008
BSBA, MBA, Finance/Economics
Chris Whiting Chris Whiting's Moneta Group Experience April 2011 - Present
Job Chief Operating Officer, Moneta Group | Family CFO | Financial Services
Industry Financial Services
Experience
Moneta Group April 2011 - Present
Wells Fargo Advisors, LLC January 2009 - April 2011
Education
John Cook School of Business at Saint Louis University
Master of Business Administration (MBA), Finance, General
Moneta Group April 2011 - Present
Wells Fargo Advisors, LLC January 2009 - April 2011
Education
John Cook School of Business at Saint Louis University
Master of Business Administration (MBA), Finance, General
Chali Beard Chali Beard's Moneta Group Experience March 2014 - Present
Job Client Service Manager at Moneta Group
Industry Insurance
Experience
Moneta Group March 2014 - Present
State Farm – Troy Pieper Ins Agency Inc July 2013 - February 2014
State Farm October 2012 - July 2013
Skills
Life Insurance, Property & Casualty..., Health Insurance, Commercial Insurance, Disability Insurance
Education
University of Missouri-Columbia 2012 — 2013
Bachelor's degree Human Enviornmental Sciences, Personal Financial Management Services
Adelphi University 2009 — 2012
Business Administration and Management, General
Moneta Group March 2014 - Present
State Farm – Troy Pieper Ins Agency Inc July 2013 - February 2014
State Farm October 2012 - July 2013
Skills
Life Insurance, Property & Casualty..., Health Insurance, Commercial Insurance, Disability Insurance
Education
University of Missouri-Columbia 2012 — 2013
Bachelor's degree Human Enviornmental Sciences, Personal Financial Management Services
Adelphi University 2009 — 2012
Business Administration and Management, General
Lauren Hunt, MBA Lauren Hunt, MBA's Moneta Group Experience March 2012 - Present
Job Client Service Manager at Moneta Group
Industry Financial Services
Experience
Moneta Group March 2012 - Present
RockTenn Recycling and Waste February 2012 - March 2012
Southern Supply Company July 2010 - December 2011
LMI Aerospace June 2011 - August 2011
Metropolitan National Bank August 2009 - July 2010
Education
College for Financial Planning 2014 — 2015
CFP Professional Education Program
University of Missouri-Saint Louis 2012 — 2014
Master of Business Administration (M.B.A.)
Missouri State University 2008 — 2011
2011 Bachelor of Science, Accounting
Moneta Group March 2012 - Present
RockTenn Recycling and Waste February 2012 - March 2012
Southern Supply Company July 2010 - December 2011
LMI Aerospace June 2011 - August 2011
Metropolitan National Bank August 2009 - July 2010
Education
College for Financial Planning 2014 — 2015
CFP Professional Education Program
University of Missouri-Saint Louis 2012 — 2014
Master of Business Administration (M.B.A.)
Missouri State University 2008 — 2011
2011 Bachelor of Science, Accounting
Nancy Georgen Nancy Georgen's Moneta Group Experience In my role as a Family CFO at Moneta Group, I work primarily with individuals, families, business owners and professionals in the areas of investment management and financial planning, insurance and estate review, retirement and compensation planning. This includes advising on investment management and plan design for a large number of qualified and non-qualified retirement plans$
Job Principal at Moneta Group
Industry Financial Services
Experience
Moneta Group In my role as a Family CFO at Moneta Group, I work primarily with individuals, families, business owners and professionals in the areas of investment management and financial planning, insurance and estate review, retirement and compensation planning. This includes advising on investment management and plan design for a large number of qualified and non-qualified retirement plans$
Education
Fontbonne University
Bachelor of Science (BS), Mathematics
Washington University in St. Louis
Doctor of Law (JD)
Moneta Group In my role as a Family CFO at Moneta Group, I work primarily with individuals, families, business owners and professionals in the areas of investment management and financial planning, insurance and estate review, retirement and compensation planning. This includes advising on investment management and plan design for a large number of qualified and non-qualified retirement plans$
Education
Fontbonne University
Bachelor of Science (BS), Mathematics
Washington University in St. Louis
Doctor of Law (JD)
Pola Wojdyla's Moneta Group Experience August 2014 - May 2015
Job Tax Intern at SigmaAldrich
Industry Financial Services
Experience
Sigma-Aldrich June 2015 - Present
Moneta Group August 2014 - May 2015
Clean Power Finance May 2014 - August 2014
Saint Louis University January 2013 - June 2014
San Francisco Pain Management & Physical Therapy - SFPMPT May 2013 - August 2013
Skills
Financial Accounting, Financial Reporting, Account Reconciliation, Month End Close, Invoicing, Adjustments, Cash Reporting, Bank Reconciliation, NetSuite, MS Excel Pivot Tables, Microsoft Excel, Data Mining, Aquisition, Salesforce.com, Economics, Data Analysis, Finance, Marketing, Marketing Communications, Communication, Event Planning, Leadership, Teamwork, Polish-speaking, Spanish, Spanish-speaking, Analysis, Market Research, Time Management, Microsoft Office, PowerPoint
Education
Saint Louis University 2012 — 2016
Accounting
Saint Ignatius College Preparatory 2008 — 2012
High School
Sigma-Aldrich June 2015 - Present
Moneta Group August 2014 - May 2015
Clean Power Finance May 2014 - August 2014
Saint Louis University January 2013 - June 2014
San Francisco Pain Management & Physical Therapy - SFPMPT May 2013 - August 2013
Skills
Financial Accounting, Financial Reporting, Account Reconciliation, Month End Close, Invoicing, Adjustments, Cash Reporting, Bank Reconciliation, NetSuite, MS Excel Pivot Tables, Microsoft Excel, Data Mining, Aquisition, Salesforce.com, Economics, Data Analysis, Finance, Marketing, Marketing Communications, Communication, Event Planning, Leadership, Teamwork, Polish-speaking, Spanish, Spanish-speaking, Analysis, Market Research, Time Management, Microsoft Office, PowerPoint
Education
Saint Louis University 2012 — 2016
Accounting
Saint Ignatius College Preparatory 2008 — 2012
High School
Jeff Laughlin Jeff Laughlin's Moneta Group Experience April 2008 - January 2011
Job Partner/Owner at Fidelis Financial Planning, LLC
Industry Financial Services
Experience
Fidelis Financial Planning, LLC April 2012 - Present
Fidelis Financial Planning, LLC January 2011 - Present
Moneta Group April 2008 - January 2011
Skills
Investment Advisory, Retirement Planning, Wealth Management, Strategic Financial..., Personal Financial...
Education
University of Missouri-Saint Louis 2003 — 2007
MBA, Finance emphasis
Missouri University of Science & Technology 1996 — 2001
BS, Civil Engineering
Francis Howell North 1992 — 1996
Fidelis Financial Planning, LLC April 2012 - Present
Fidelis Financial Planning, LLC January 2011 - Present
Moneta Group April 2008 - January 2011
Skills
Investment Advisory, Retirement Planning, Wealth Management, Strategic Financial..., Personal Financial...
Education
University of Missouri-Saint Louis 2003 — 2007
MBA, Finance emphasis
Missouri University of Science & Technology 1996 — 2001
BS, Civil Engineering
Francis Howell North 1992 — 1996
Coleman Sheehan's Moneta Group Experience ConsultantMoneta GroupSeptember 2008 - Present
Job Principal at Moneta Group
Industry Financial Services
Experience
Moneta Group ConsultantMoneta GroupSeptember 2008 - Present
PwC September 2006 - September 2008
Skills
Financial Analysis, Investments, Portfolio Management, Strategic Financial..., Wealth Management, Risk Management, Retirement Planning, Asset Managment, Investment Advisory, Investment Management, Financial Modeling
Education
Boston College - Wallace E. Carroll Graduate School of Management
Boston College - Wallace E. Carroll Graduate School of Management, Graduate Degree in Masters of Accounting and undergraduate study of Finance
Moneta Group ConsultantMoneta GroupSeptember 2008 - Present
PwC September 2006 - September 2008
Skills
Financial Analysis, Investments, Portfolio Management, Strategic Financial..., Wealth Management, Risk Management, Retirement Planning, Asset Managment, Investment Advisory, Investment Management, Financial Modeling
Education
Boston College - Wallace E. Carroll Graduate School of Management
Boston College - Wallace E. Carroll Graduate School of Management, Graduate Degree in Masters of Accounting and undergraduate study of Finance
Aimee Willems Aimee Willems's Moneta Group Experience September 2014 - Present
Job English Educator and Sociologist
Industry Writing and Editing
Experience
Moneta Group September 2014 - Present
Cork English World October 2013 - August 2014
Hazelwood School District September 2012 - May 2013
English in Dakar 2011 - 2012
French Ministry of Education October 2010 - May 2011
Skills
Microsoft Office, Research, Microsoft Excel, Public Speaking, Teaching, PowerPoint, Customer Service, Microsoft Word, Social Media, Higher Education, Editing, Strategic Planning, Data Analysis, Teaching English as a..., Curriculum Design
Education
University College Cork 2013 — 2014
Master of Sociology in Development and Globalization
Creighton University 2006 — 2010
Bachelor of Arts (B.A.), Creative Writing, 3.91
Creighton University 2006 — 2010
Bachelor of Arts (B.A.), French and Francophone Studies
Moneta Group September 2014 - Present
Cork English World October 2013 - August 2014
Hazelwood School District September 2012 - May 2013
English in Dakar 2011 - 2012
French Ministry of Education October 2010 - May 2011
Skills
Microsoft Office, Research, Microsoft Excel, Public Speaking, Teaching, PowerPoint, Customer Service, Microsoft Word, Social Media, Higher Education, Editing, Strategic Planning, Data Analysis, Teaching English as a..., Curriculum Design
Education
University College Cork 2013 — 2014
Master of Sociology in Development and Globalization
Creighton University 2006 — 2010
Bachelor of Arts (B.A.), Creative Writing, 3.91
Creighton University 2006 — 2010
Bachelor of Arts (B.A.), French and Francophone Studies
Nathan Black Nathan Black's Moneta Group Experience June 2013 - Present
Job Client Service Manager at Moneta Group
Industry Financial Services
Experience
Moneta Group June 2013 - Present
Peak Property Management, LLC May 2006 - Present
Edward Jones September 2009 - May 2013
Edward Jones January 2006 - September 2009
Education
Saint Louis University 2008 — 2011
Master of Business Administration (MBA), Finance
Missouri State University 2001 — 2005
Bachelor of Science (B.S.), Finance; Minor in Accounting
Moneta Group June 2013 - Present
Peak Property Management, LLC May 2006 - Present
Edward Jones September 2009 - May 2013
Edward Jones January 2006 - September 2009
Education
Saint Louis University 2008 — 2011
Master of Business Administration (MBA), Finance
Missouri State University 2001 — 2005
Bachelor of Science (B.S.), Finance; Minor in Accounting
Brian Biciocchi Brian Biciocchi's Moneta Group Experience May 2008 - July 2008
Job Material Estimator, Procurement Financial Analysis Boeing Military Aircraft at Boeing
Industry Defense & Space
Experience
Boeing March 2015 - Present
Boeing February 2013 - February 2015
Patriot Machine Inc. April 2012 - February 2013
Boeing January 2011 - May 2011
Boeing January 2010 - December 2010
Boeing July 2009 - December 2009
The Hempstead Financial Group September 2008 - March 2009
Moneta Group May 2008 - July 2008
Skills
Financial Analysis, Market Research, Government Contracting, Supplier Management, Price and Cost Analysis, Microsoft Office, Entrepreneurial Skills, Financial Accounting, Risk Management, Securities Trading, Government Compliance, Macroeconomics, Budgeting, Valuation, Forecasting, Portfolio Management, Budgets, Earned Value Management, Management, Cross-functional Team..., Procurement, Program Management, Strategy
Education
Saint Louis University 2006 — 2008
Bachelor of Science in Business Administration, Managerial Economics
Chaminade College Prep 1997 — 2003
Boeing March 2015 - Present
Boeing February 2013 - February 2015
Patriot Machine Inc. April 2012 - February 2013
Boeing January 2011 - May 2011
Boeing January 2010 - December 2010
Boeing July 2009 - December 2009
The Hempstead Financial Group September 2008 - March 2009
Moneta Group May 2008 - July 2008
Skills
Financial Analysis, Market Research, Government Contracting, Supplier Management, Price and Cost Analysis, Microsoft Office, Entrepreneurial Skills, Financial Accounting, Risk Management, Securities Trading, Government Compliance, Macroeconomics, Budgeting, Valuation, Forecasting, Portfolio Management, Budgets, Earned Value Management, Management, Cross-functional Team..., Procurement, Program Management, Strategy
Education
Saint Louis University 2006 — 2008
Bachelor of Science in Business Administration, Managerial Economics
Chaminade College Prep 1997 — 2003
Jason Sandler's Moneta Group Experience May 2014 - August 2014
Job Treasurer at Alpha Epsilon Pi
Industry Financial Services
Experience
QRP Gloves, Inc. August 2015 - Present
My Girl Power August 2014 - November 2014
Alpha Epsilon Pi November 2013 - November 2014
Moneta Group May 2014 - August 2014
Steffel And Sons Construction LLC May 2012 - August 2013
Trattoria Branica May 2011 - February 2012
Skills
Portfolio Management, Management, Finance, Budgets, Public Speaking, Time Management, Social Networking, Customer Service
Education
University of Arizona 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
QRP Gloves, Inc. August 2015 - Present
My Girl Power August 2014 - November 2014
Alpha Epsilon Pi November 2013 - November 2014
Moneta Group May 2014 - August 2014
Steffel And Sons Construction LLC May 2012 - August 2013
Trattoria Branica May 2011 - February 2012
Skills
Portfolio Management, Management, Finance, Budgets, Public Speaking, Time Management, Social Networking, Customer Service
Education
University of Arizona 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
Kristen Sammons Kristen Sammons's Moneta Group Experience June 2005 - February 2006
Job Data Analyst
Industry Hospital & Health Care
Experience
OhioHealth May 2015 - Present
Regions Bank January 2012 - May 2015
Regions Bank March 2008 - January 2012
Commerce Bank February 2006 - March 2008
Moneta Group June 2005 - February 2006
KeyBank 2000 - 2005
Skills
Loans, Banking, Consumer Lending, Commercial Banking, Relationship Management, Management, Small Business Lending, Mortgage Lending, Commercial Lending, Finance, Retail Banking, Financial Analysis, Coaching, Portfolio Management, Credit Analysis, Credit
Education
Mount Vernon Nazarene University 2001 — 2003
Bachelor of Business Administration, Business Administration
Lewis and Clark Community College 1997 — 1998
Associate of Science (AS)
Illinois State University 1996 — 1997
Carrollton High School 1992 — 1996
OhioHealth May 2015 - Present
Regions Bank January 2012 - May 2015
Regions Bank March 2008 - January 2012
Commerce Bank February 2006 - March 2008
Moneta Group June 2005 - February 2006
KeyBank 2000 - 2005
Skills
Loans, Banking, Consumer Lending, Commercial Banking, Relationship Management, Management, Small Business Lending, Mortgage Lending, Commercial Lending, Finance, Retail Banking, Financial Analysis, Coaching, Portfolio Management, Credit Analysis, Credit
Education
Mount Vernon Nazarene University 2001 — 2003
Bachelor of Business Administration, Business Administration
Lewis and Clark Community College 1997 — 1998
Associate of Science (AS)
Illinois State University 1996 — 1997
Carrollton High School 1992 — 1996
Susan Conrad Susan Conrad's Moneta Group Experience October 2013 - Present
Job Director of Strategy & Human Resources
Industry Financial Services
Experience
Moneta Group October 2013 - Present
EICON Properties, Inc. March 1998 - September 2013
PMI-Eisenhart May 1988 - December 1997
Phillips 66 Natural Gas Company May 1987 - April 1988
Skills
Strategic Planning, Real Estate Development, Investments, Negotiation, Acquisitions, Budgets, Team Building, Financial Analysis, Business Development, Asset Managment, Finance, Due Diligence, Executive Management, Entrepreneurship, Corporate Finance, Real Estate Financing, Project Management, Mergers & Acquisitions, Lease Negotiations, Small Business, Real Estate Transactions, Leadership Development
Education
Washington University in St. Louis - Olin Business School 1990 — 1993
MBA
University of Missouri-Columbia, College of Business 1983 — 1987
BSBA-Finance
St. Joseph's Academy
Moneta Group October 2013 - Present
EICON Properties, Inc. March 1998 - September 2013
PMI-Eisenhart May 1988 - December 1997
Phillips 66 Natural Gas Company May 1987 - April 1988
Skills
Strategic Planning, Real Estate Development, Investments, Negotiation, Acquisitions, Budgets, Team Building, Financial Analysis, Business Development, Asset Managment, Finance, Due Diligence, Executive Management, Entrepreneurship, Corporate Finance, Real Estate Financing, Project Management, Mergers & Acquisitions, Lease Negotiations, Small Business, Real Estate Transactions, Leadership Development
Education
Washington University in St. Louis - Olin Business School 1990 — 1993
MBA
University of Missouri-Columbia, College of Business 1983 — 1987
BSBA-Finance
St. Joseph's Academy
Marci Blumhorst Marci Blumhorst's Moneta Group Experience May 2012 - December 2013
Job Senior Internal Auditor at Emerson
Industry Accounting
Experience
Emerson July 2015 - Present
Conner Ash PC December 2013 - July 2015
Moneta Group May 2012 - December 2013
Southern Illinois University January 2011 - May 2012
Kaskaskia College August 2008 - July 2010
Skills
Financial Statements, Payroll, Management, Auditing, Microsoft Excel, Time Management, Accounting, Managerial Finance, QuickBooks, Finance
Education
Southern Illinois University, Carbondale 2010 — 2012
Bachelor of Science, Accountancy
Kaskaskia College 2008 — 2010
Associate of Arts, General Studies
Emerson July 2015 - Present
Conner Ash PC December 2013 - July 2015
Moneta Group May 2012 - December 2013
Southern Illinois University January 2011 - May 2012
Kaskaskia College August 2008 - July 2010
Skills
Financial Statements, Payroll, Management, Auditing, Microsoft Excel, Time Management, Accounting, Managerial Finance, QuickBooks, Finance
Education
Southern Illinois University, Carbondale 2010 — 2012
Bachelor of Science, Accountancy
Kaskaskia College 2008 — 2010
Associate of Arts, General Studies
Sophie Beckmann Sophie Beckmann's Moneta Group Experience June 2011 - November 2011
Job Guidance Consultant at Scottrade
Industry Financial Services
Experience
Scottrade December 2013 - Present
Becker and Rosen CPAs LLC December 2012 - December 2013
Self-Employed Freelance Technical Writer July 2012 - December 2013
AXIUS Financial July 2012 - October 2012
Moneta Group June 2011 - November 2011
Edward Jones December 2007 - May 2011
A.G. Edwards & Sons, Inc. 2000 - 2007
A.G. Edwards & Sons, Inc. 2000 - 2007
MPP&W, P.C. 1998 - 2000
Skills
CPA, Certified Financial..., Series 7, Series 66, Personal Financial..., Retirement Planning, Estate Planning, Personal Tax Planning, Wealth Management, Personal Finance Writing, Asset Allocation, Investments, Uniform Combined State..., Personal Finance, Strategic Financial..., Financial Advisory, Series 63, Finance, Tax, High Net Worth..., Financial Analysis, Equities, Mutual Funds, Financial Planning
Education
Quincy University
Bachelor of Science, Accounting
Incarnate Word Academy
St. Roch
Scottrade December 2013 - Present
Becker and Rosen CPAs LLC December 2012 - December 2013
Self-Employed Freelance Technical Writer July 2012 - December 2013
AXIUS Financial July 2012 - October 2012
Moneta Group June 2011 - November 2011
Edward Jones December 2007 - May 2011
A.G. Edwards & Sons, Inc. 2000 - 2007
A.G. Edwards & Sons, Inc. 2000 - 2007
MPP&W, P.C. 1998 - 2000
Skills
CPA, Certified Financial..., Series 7, Series 66, Personal Financial..., Retirement Planning, Estate Planning, Personal Tax Planning, Wealth Management, Personal Finance Writing, Asset Allocation, Investments, Uniform Combined State..., Personal Finance, Strategic Financial..., Financial Advisory, Series 63, Finance, Tax, High Net Worth..., Financial Analysis, Equities, Mutual Funds, Financial Planning
Education
Quincy University
Bachelor of Science, Accounting
Incarnate Word Academy
St. Roch
Julia Shah Julia Shah's Moneta Group Experience March 2006 - Present
Job Software Engineer at Moneta Group
Industry Computer Software
Experience
Moneta Group March 2006 - Present
LMS Logistics October 2002 - January 2006
NetVision Internet Applications January 1997 - March 2002
Skills
SQL, Software Development, Microsoft SQL Server, JavaScript, XML, ASP.NET, .NET, Object Oriented Design, Databases, OOP, AJAX, C#
Education
Tel Aviv University 1994 — 1996
Associate, Computer Science
Moneta Group March 2006 - Present
LMS Logistics October 2002 - January 2006
NetVision Internet Applications January 1997 - March 2002
Skills
SQL, Software Development, Microsoft SQL Server, JavaScript, XML, ASP.NET, .NET, Object Oriented Design, Databases, OOP, AJAX, C#
Education
Tel Aviv University 1994 — 1996
Associate, Computer Science
Garrett Reeg Garrett Reeg's Moneta Group Experience January 2015 - Present
Job Client Service Manager The Compardo Team at Moneta Group
Industry Financial Services
Experience
Moneta Group January 2015 - Present
Moneta Group June 2014 - December 2014
UPS December 2013 - August 2014
Oppenheimer & Co. May 2013 - September 2013
Education
Lindenwood University 2013 — 2015
Master of Business Administration (MBA), Finance, 4.0
Lindenwood University 2010 — 2013
B.S., Personal Financial Planning, Finance, 3.97
Oakville Senior High School 2006 — 2010
3.84/4.0
Moneta Group January 2015 - Present
Moneta Group June 2014 - December 2014
UPS December 2013 - August 2014
Oppenheimer & Co. May 2013 - September 2013
Education
Lindenwood University 2013 — 2015
Master of Business Administration (MBA), Finance, 4.0
Lindenwood University 2010 — 2013
B.S., Personal Financial Planning, Finance, 3.97
Oakville Senior High School 2006 — 2010
3.84/4.0
Joe West's Moneta Group Experience May 2009 - September 2009
Job PwC Tax Associate
Industry Accounting
Experience
PwC May 2015 - Present
PwC January 2014 - April 2015
University of Dayton May 2012 - January 2014
Deloitte June 2013 - September 2013
University of Dayton September 2011 - May 2013
Westwood Country Club May 2009 - September 2011
Forest Lake Racket Club May 2009 - September 2011
Moneta Group May 2009 - September 2009
Skills
Accounting, Finance, Leadership, Auditing, Financial Planning, Research, Financial Analysis, Tax, Public Speaking
Education
University of Dayton (summa cum laude) 2013 — 2014
Master of Business Administration (M.B.A.), Accounting
University of Dayton 2009 — 2013
Bachelor of Science, Accounting and Finance, summa cum laude
Chaminade College Preparatory School 2006 — 2009
High School Diploma, Liberal Arts and Sciences/Liberal Studies
PwC May 2015 - Present
PwC January 2014 - April 2015
University of Dayton May 2012 - January 2014
Deloitte June 2013 - September 2013
University of Dayton September 2011 - May 2013
Westwood Country Club May 2009 - September 2011
Forest Lake Racket Club May 2009 - September 2011
Moneta Group May 2009 - September 2009
Skills
Accounting, Finance, Leadership, Auditing, Financial Planning, Research, Financial Analysis, Tax, Public Speaking
Education
University of Dayton (summa cum laude) 2013 — 2014
Master of Business Administration (M.B.A.), Accounting
University of Dayton 2009 — 2013
Bachelor of Science, Accounting and Finance, summa cum laude
Chaminade College Preparatory School 2006 — 2009
High School Diploma, Liberal Arts and Sciences/Liberal Studies
Kara Harmon Kara Harmon's Moneta Group Experience June 2001 - Present
Job Principal and Family CFO at Moneta Group
Industry Financial Services
Experience
Moneta Group June 2001 - Present
Arthur Andersen 1997 - 2001
Skills
CPA, CFP, AWMA, CRPC
Education
Miami University 1993 — 1997
Bachelor of Science (B.S.), Accounting
Moneta Group June 2001 - Present
Arthur Andersen 1997 - 2001
Skills
CPA, CFP, AWMA, CRPC
Education
Miami University 1993 — 1997
Bachelor of Science (B.S.), Accounting
Paige Leible Paige Leible's Moneta Group Experience January 2012 - April 2012
Job Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US October 2014 - Present
KPMG US June 2013 - August 2013
Brown Smith Wallace January 2013 - April 2013
UMSL Beta Alpha Psi May 2012 - December 2012
Reinsurance Group of America June 2012 - August 2012
UMSL Beta Alpha Psi - Gamma Psi Chapter January 2012 - August 2012
Moneta Group January 2012 - April 2012
Skills
ProSystems Tax Software, Microsoft Office, Business Communications, Organizational..., Team Leadership, Financial Accounting..., Information Systems, Business Statistics, Corporate Finance, Fundraising
Education
University of Missouri-Saint Louis 2013 — 2014
Master of Accounting
University of Missouri-Saint Louis
Bachelor of Science, Accounting
KPMG US October 2014 - Present
KPMG US June 2013 - August 2013
Brown Smith Wallace January 2013 - April 2013
UMSL Beta Alpha Psi May 2012 - December 2012
Reinsurance Group of America June 2012 - August 2012
UMSL Beta Alpha Psi - Gamma Psi Chapter January 2012 - August 2012
Moneta Group January 2012 - April 2012
Skills
ProSystems Tax Software, Microsoft Office, Business Communications, Organizational..., Team Leadership, Financial Accounting..., Information Systems, Business Statistics, Corporate Finance, Fundraising
Education
University of Missouri-Saint Louis 2013 — 2014
Master of Accounting
University of Missouri-Saint Louis
Bachelor of Science, Accounting
Jill Wielansky's Moneta Group Experience February 2005 - October 2009
Job Portfolio Database Associate at The St. Louis Trust Company
Industry Financial Services
Experience
The St. Louis Trust Company November 2011 - Present
The St. Louis Trust Company June 2011 - November 2011
The St. Louis Trust Company October 2009 - June 2011
Moneta Group February 2005 - October 2009
Skills
Mutual Funds, Data Analysis, Risk Management, Retirement Planning, Event Planning, PowerPoint, Financial Analysis, Sales, Microsoft Word, Benefits Administration, Strategic Financial..., Asset Allocation, Asset Management, Strategic Planning, Social Media, Public Relations, Investments, Estate Planning, Microsoft Excel, Customer Service, Accounting, Employee Benefits, Marketing Strategy, Performance Management, Tax, Account Management, Wealth Management
Education
Indiana University Bloomington 2000 — 2004
BS, Psychology
The St. Louis Trust Company November 2011 - Present
The St. Louis Trust Company June 2011 - November 2011
The St. Louis Trust Company October 2009 - June 2011
Moneta Group February 2005 - October 2009
Skills
Mutual Funds, Data Analysis, Risk Management, Retirement Planning, Event Planning, PowerPoint, Financial Analysis, Sales, Microsoft Word, Benefits Administration, Strategic Financial..., Asset Allocation, Asset Management, Strategic Planning, Social Media, Public Relations, Investments, Estate Planning, Microsoft Excel, Customer Service, Accounting, Employee Benefits, Marketing Strategy, Performance Management, Tax, Account Management, Wealth Management
Education
Indiana University Bloomington 2000 — 2004
BS, Psychology
Ron Wienstroer Ron Wienstroer's Moneta Group Experience October 2011 - Present
Job Principal The Compardo Team at Moneta Group
Industry Financial Services
Experience
Moneta Group October 2011 - Present
Ernst & Young LLP May 2003 - June 2009
PricewaterhouseCoopers January 1992 - May 2003
Skills
Comprehensive Wealth..., High Net Worth..., Estate Planning, Charitable Giving, Wealth Preservation, Business Advisory, Investment Strategies, Individual Taxation, Retirement Planning, Wealth Management..., Tax
Education
Southern Illinois University, Carbondale 1990 — 1991
Master of Science, Accounting
Southern Illinois University, Edwardsville 1986 — 1990
Bachelor of Science, Accounting
Moneta Group October 2011 - Present
Ernst & Young LLP May 2003 - June 2009
PricewaterhouseCoopers January 1992 - May 2003
Skills
Comprehensive Wealth..., High Net Worth..., Estate Planning, Charitable Giving, Wealth Preservation, Business Advisory, Investment Strategies, Individual Taxation, Retirement Planning, Wealth Management..., Tax
Education
Southern Illinois University, Carbondale 1990 — 1991
Master of Science, Accounting
Southern Illinois University, Edwardsville 1986 — 1990
Bachelor of Science, Accounting
Anthony Palazzolo's Moneta Group Experience 2011 - Present
Job Training and Development
Industry Professional Training & Coaching
Experience
Moneta Group 2011 - Present
Skills
Strategic Financial...
Education
Missouri State University
Business Management
Moneta Group 2011 - Present
Skills
Strategic Financial...
Education
Missouri State University
Business Management
Chandler Taylor's Moneta Group Experience August 1997 - Present
Job Prinicipal and Family CFO at Moneta Group
Industry Financial Services
Experience
Moneta Group August 1997 - Present
Boatmen's Bancshares, Inc August 1976 - May 1997
Skills
Management, Wealth Management, Banking, Marketing, Strategy, Budgets, Investments, Retirement Planning, Financial Analysis, Financial Modeling, Public Speaking, Asset Management, Leadership, Portfolio Management, Mergers & Acquisitions, Strategic Financial..., Risk Management, Private Equity, Investment Advisory, Alternative Investments, Retirement, Estate Planning, Securities
Education
University of Illinois at Urbana-Champaign
Moneta Group August 1997 - Present
Boatmen's Bancshares, Inc August 1976 - May 1997
Skills
Management, Wealth Management, Banking, Marketing, Strategy, Budgets, Investments, Retirement Planning, Financial Analysis, Financial Modeling, Public Speaking, Asset Management, Leadership, Portfolio Management, Mergers & Acquisitions, Strategic Financial..., Risk Management, Private Equity, Investment Advisory, Alternative Investments, Retirement, Estate Planning, Securities
Education
University of Illinois at Urbana-Champaign
Karl Dunajcik Karl Dunajcik's Moneta Group Experience May 2000 - Present
Job Certified Financial Planner CFP®, Family CFO, Moneta Group
Industry Financial Services
Experience
Moneta Group May 2000 - Present
Education
Saint Louis University 1982 — 1986
MBA, Finance
University of Missouri-Columbia, College of Business 1976 — 1979
BSBA, Finance
Moneta Group May 2000 - Present
Education
Saint Louis University 1982 — 1986
MBA, Finance
University of Missouri-Columbia, College of Business 1976 — 1979
BSBA, Finance
Katie Keary, CFP® Katie Keary, CFP®'s Moneta Group Experience February 2011 - February 2014
Job Portfolio Advisor at BUCKINGHAM Family of Financial Services
Industry Financial Services
Experience
BUCKINGHAM Family of Financial Services March 2014 - Present
Moneta Group February 2011 - February 2014
The Sher Group May 2008 - February 2011
Skills
Retirement Planning, Investments, Wealth Management, Strategic Financial..., Retirement, Financial Analysis, Insurance, Marketing, Asset Management, Microsoft Excel, Portfolio Management, Estate Planning, Investment Advisory, Investment Strategies
Education
University of Missouri-Columbia 2003 — 2008
Bachelor of Science (B.S.), Personal Financial Planning
BUCKINGHAM Family of Financial Services March 2014 - Present
Moneta Group February 2011 - February 2014
The Sher Group May 2008 - February 2011
Skills
Retirement Planning, Investments, Wealth Management, Strategic Financial..., Retirement, Financial Analysis, Insurance, Marketing, Asset Management, Microsoft Excel, Portfolio Management, Estate Planning, Investment Advisory, Investment Strategies
Education
University of Missouri-Columbia 2003 — 2008
Bachelor of Science (B.S.), Personal Financial Planning
Anniece Robinson Anniece Robinson's Moneta Group Experience October 1995 - Present
Job Operations Manager
Industry Financial Services
Experience
Moneta Group October 1995 - Present
Skills
Strategic Financial..., Wealth Management, Portfolio Management, Financial Analysis, Retirement Planning, Investments, Accounts Receivable, Customer Service, Corporate Finance, Budgets, Microsoft Excel, Management, Asset Management
Education
Lindenwood University 2006 — 2011
Moneta Group October 1995 - Present
Skills
Strategic Financial..., Wealth Management, Portfolio Management, Financial Analysis, Retirement Planning, Investments, Accounts Receivable, Customer Service, Corporate Finance, Budgets, Microsoft Excel, Management, Asset Management
Education
Lindenwood University 2006 — 2011
Alec Logue Alec Logue's Moneta Group Experience October 2014 - Present
Job Student at University of Missouri St. Louis
Industry Accounting
Experience
Moneta Group October 2014 - Present
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking
Education
University of Missouri-Saint Louis 2013 — 2015
Bachelor's degree, Accounting
Moneta Group October 2014 - Present
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking
Education
University of Missouri-Saint Louis 2013 — 2015
Bachelor's degree, Accounting
Eric W. Mundwiller, CPA, PFS, AIF® Eric W. Mundwiller, CPA, PFS, AIF®'s Moneta Group Experience June 2011 - Present
Job Principal and Family CFO, MonetaGroup
Industry Investment Management
Experience
Moneta Group June 2011 - Present
InvestTax® Strategies Group January 1994 - June 2011
Century Securities Associates, Inc. January 1994 - June 2011
Stifel, Nicolaus & Company, Incorporated February 1992 - December 1993
Price Waterhouse July 1989 - February 1992
Education
University of Missouri-Columbia, College of Business 1987 — 1989
Master of Accountancy (MA), Taxation Specialty
University of Missouri-Columbia, College of Business 1983 — 1987
Bachelor of Science (BSAcc), Accountancy
De Smet Jesuit High School 1980 — 1983
Diploma
Moneta Group June 2011 - Present
InvestTax® Strategies Group January 1994 - June 2011
Century Securities Associates, Inc. January 1994 - June 2011
Stifel, Nicolaus & Company, Incorporated February 1992 - December 1993
Price Waterhouse July 1989 - February 1992
Education
University of Missouri-Columbia, College of Business 1987 — 1989
Master of Accountancy (MA), Taxation Specialty
University of Missouri-Columbia, College of Business 1983 — 1987
Bachelor of Science (BSAcc), Accountancy
De Smet Jesuit High School 1980 — 1983
Diploma
Barbara Krafve Barbara Krafve's Moneta Group Experience February 2010 - Present
Job Office Services Assistant at Moneta Group
Industry Arts and Crafts
Experience
Moneta Group February 2010 - Present
Maritz Loyalty Marketing August 2005 - April 2009
Clothes to You January 1996 - August 2005
Suburban Journals July 1995 - January 1996
Lee Wards / Michaels October 1978 - January 1995
Education
St. Louis Community College 2003 — 2008
Business
Moneta Group February 2010 - Present
Maritz Loyalty Marketing August 2005 - April 2009
Clothes to You January 1996 - August 2005
Suburban Journals July 1995 - January 1996
Lee Wards / Michaels October 1978 - January 1995
Education
St. Louis Community College 2003 — 2008
Business
Rachel Wender, MBA's Moneta Group Experience May 2007 - August 2007
Job Manager of Financial Planning and Analysis at Ash Brokerage
Industry Financial Services
Experience
Ash Brokerage February 2014 - Present
CFO4Life March 2014 - January 2015
Ash Brokerage June 2011 - February 2014
Ash Brokerage June 2010 - June 2011
Ash Brokerage January 2009 - June 2010
University of Missouri August 2007 - December 2008
University of Missouri January 2007 - December 2008
Ash Brokerage May 2008 - August 2008
Moneta Group May 2007 - August 2007
Skills
Analysis, Finance, Insurance, Accounting, Financial Analysis, Budgets, Microsoft Excel, Six Sigma, Risk Management, Marketing, Life Insurance, Sales, Term Life Insurance, Project Management, Customer Service, Management, Negotiation, Overseas Experience, Public Speaking
Education
University of Missouri-Columbia 2007 — 2008
Master of Business Administration (M.B.A.), Finance
University of Missouri-Columbia 2003 — 2007
Bachelor of Science (B.S.), Business Administration; Finance, Banking and Real Estate
Ash Brokerage February 2014 - Present
CFO4Life March 2014 - January 2015
Ash Brokerage June 2011 - February 2014
Ash Brokerage June 2010 - June 2011
Ash Brokerage January 2009 - June 2010
University of Missouri August 2007 - December 2008
University of Missouri January 2007 - December 2008
Ash Brokerage May 2008 - August 2008
Moneta Group May 2007 - August 2007
Skills
Analysis, Finance, Insurance, Accounting, Financial Analysis, Budgets, Microsoft Excel, Six Sigma, Risk Management, Marketing, Life Insurance, Sales, Term Life Insurance, Project Management, Customer Service, Management, Negotiation, Overseas Experience, Public Speaking
Education
University of Missouri-Columbia 2007 — 2008
Master of Business Administration (M.B.A.), Finance
University of Missouri-Columbia 2003 — 2007
Bachelor of Science (B.S.), Business Administration; Finance, Banking and Real Estate
Tasha Thacker, CFP® Tasha Thacker, CFP®'s Moneta Group Experience April 2014 - Present
Job Professional Consultant at Moneta Group
Industry Financial Services
Experience
Moneta Group April 2014 - Present
Moneta Group May 2011 - April 2014
Central Trust & Investment Company May 2008 - May 2011
Education
Missouri State University 2010 — 2011
Master of Business Administration (MBA), Finance, General
Missouri State University 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Moneta Group April 2014 - Present
Moneta Group May 2011 - April 2014
Central Trust & Investment Company May 2008 - May 2011
Education
Missouri State University 2010 — 2011
Master of Business Administration (MBA), Finance, General
Missouri State University 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Will Basler Will Basler's Moneta Group Experience July 2015 - Present
Job Student at McKendree University
Industry Financial Services
Experience
Moneta Group July 2015 - Present
InsideSTL.com and CBS Sports 920 AM May 2014 - July 2014
Skills
Microsoft Excel, PowerPoint, Research, Training, Project Management, Strategic Planning, English, Microsoft Word
Education
McKendree University 2011 — 2015
Bachelor's Degree, Economics and Finance
Moneta Group July 2015 - Present
InsideSTL.com and CBS Sports 920 AM May 2014 - July 2014
Skills
Microsoft Excel, PowerPoint, Research, Training, Project Management, Strategic Planning, English, Microsoft Word
Education
McKendree University 2011 — 2015
Bachelor's Degree, Economics and Finance
Elle Dolbeare Elle Dolbeare's Moneta Group Experience June 2013 - Present
Job Client Service Manager at Moneta Group; Job Coach at Mission: St. Louis
Industry Investment Management
Experience
Mission: St. Louis September 2014 - Present
Moneta Group June 2013 - Present
Financial Planning Association January 2013 - May 2013
Commerce Bank August 2011 - May 2013
MU Extension: VITA program December 2012 - April 2013
Skills
Microsoft Office, Spanish, Strategic Financial..., Insurance, Branch Banking, Outstanding Customer..., Adobe Creative Suite, Customer Service, Risk Management, Wealth Management
Education
University of Missouri-Columbia 2009 — 2013
BS, BA, Personal Financial Management Services, Spanish
Mission: St. Louis September 2014 - Present
Moneta Group June 2013 - Present
Financial Planning Association January 2013 - May 2013
Commerce Bank August 2011 - May 2013
MU Extension: VITA program December 2012 - April 2013
Skills
Microsoft Office, Spanish, Strategic Financial..., Insurance, Branch Banking, Outstanding Customer..., Adobe Creative Suite, Customer Service, Risk Management, Wealth Management
Education
University of Missouri-Columbia 2009 — 2013
BS, BA, Personal Financial Management Services, Spanish
Joe McCulloch, MBA, CFP® Joe McCulloch, MBA, CFP®'s Moneta Group Experience May 2012 - December 2012
Job Assistant Vice President / Financial Wellness Specialist for Merrill Edge at Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch April 2014 - July 2015
Smith, Moore & Company January 2013 - March 2014
Moneta Group May 2012 - December 2012
Smart401k September 2009 - May 2012
SVA Wealth Management March 2007 - August 2009
Skills
Mutual Funds, Retirement Planning, Investments, Retirement, 401k, Strategic Financial..., Portfolio Management, Wealth Management, Asset Managment, Young Professionals, Millennials, Generation Y, Investment Strategies, Generation X, Asset Allocation, Budgeting, IRAs, Estate Planning, Financial Planners, Series 65, Finance, Budgets, Retirement Plan..., Personal Financial..., Asset Management
Education
University of Missouri-Kansas City 2010 — 2012
MBA, Finance, Management
Waukesha County Technical College 2007 — 2008
Financial Planning Certificate, Financial Planning
St. Norbert College 2003 — 2007
BBA, Business Administration - Finance
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch April 2014 - July 2015
Smith, Moore & Company January 2013 - March 2014
Moneta Group May 2012 - December 2012
Smart401k September 2009 - May 2012
SVA Wealth Management March 2007 - August 2009
Skills
Mutual Funds, Retirement Planning, Investments, Retirement, 401k, Strategic Financial..., Portfolio Management, Wealth Management, Asset Managment, Young Professionals, Millennials, Generation Y, Investment Strategies, Generation X, Asset Allocation, Budgeting, IRAs, Estate Planning, Financial Planners, Series 65, Finance, Budgets, Retirement Plan..., Personal Financial..., Asset Management
Education
University of Missouri-Kansas City 2010 — 2012
MBA, Finance, Management
Waukesha County Technical College 2007 — 2008
Financial Planning Certificate, Financial Planning
St. Norbert College 2003 — 2007
BBA, Business Administration - Finance
Michael Peek Michael Peek's Moneta Group Experience May 2015 - Present
Job Client Service Manager at Moneta Group
Industry Financial Services
Experience
Moneta Group May 2015 - Present
Moneta Group June 2014 - May 2015
Hake Investments, Inc January 2014 - March 2014
Skills
Problem Solving, Extremely Personable, Second-to-None Work..., Possess Strong..., Leadership, Customer Service
Education
University of Missouri-Saint Louis 2013 — 2015
Bachelor's Degree, Financial Planning and Services, 3.5 Gpa
Missouri State University 2010 — 2013
Finance, General
Moneta Group May 2015 - Present
Moneta Group June 2014 - May 2015
Hake Investments, Inc January 2014 - March 2014
Skills
Problem Solving, Extremely Personable, Second-to-None Work..., Possess Strong..., Leadership, Customer Service
Education
University of Missouri-Saint Louis 2013 — 2015
Bachelor's Degree, Financial Planning and Services, 3.5 Gpa
Missouri State University 2010 — 2013
Finance, General
Katie Harrell's Moneta Group Experience May 2014 - Present
Job Client service manager
Industry Financial Services
Experience
Moneta Group May 2014 - Present
Kansas City Public Schools September 1989 - June 1995
Skills
Marketing, Public Speaking, Strategic Planning, Team Building, Sales, Customer Service, Leadership, Social Media, Project Management, Leadership Development
Education
The University of Kansas 1990 — 1992
Master of Education (MEd), Counselor Education/School Counseling and Guidance Services
Kansas State University 1984 — 1988
Bachelor of Education (BEd), Elementary Education and Teaching
Pratt High School 1980 — 1984
High School
Moneta Group May 2014 - Present
Kansas City Public Schools September 1989 - June 1995
Skills
Marketing, Public Speaking, Strategic Planning, Team Building, Sales, Customer Service, Leadership, Social Media, Project Management, Leadership Development
Education
The University of Kansas 1990 — 1992
Master of Education (MEd), Counselor Education/School Counseling and Guidance Services
Kansas State University 1984 — 1988
Bachelor of Education (BEd), Elementary Education and Teaching
Pratt High School 1980 — 1984
High School
Lynn Hogan Lynn Hogan's Moneta Group Experience December 2012 - Present
Job RP® /Director of Client Services at Clayton Financial Group
Industry Financial Services
Experience
Clayton Financial Group, LLC August 2015 - Present
Moneta Group December 2012 - Present
Moneta Group December 2012 - July 2015
Smith Barney Inc. 1993 - 2001
Education
MacMurray College 1989 — 1993
Bachelor of Science (B.S.), Business Administration
Clayton Financial Group, LLC August 2015 - Present
Moneta Group December 2012 - Present
Moneta Group December 2012 - July 2015
Smith Barney Inc. 1993 - 2001
Education
MacMurray College 1989 — 1993
Bachelor of Science (B.S.), Business Administration
Karleigh Zygmund's Moneta Group Experience June 2015 - August 2015
Job Internship at Moneta Group
Industry Financial Services
Experience
Moneta Group June 2015 - August 2015
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Public Speaking, Customer Service, Social Media, Teamwork, Time Management, Event Planning
Education
Murray State University 2012 — 2015
Bachelor's of Science in Business, Finance, General
Moneta Group June 2015 - August 2015
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Public Speaking, Customer Service, Social Media, Teamwork, Time Management, Event Planning
Education
Murray State University 2012 — 2015
Bachelor's of Science in Business, Finance, General
Jeffrey Wist Jeffrey Wist's Moneta Group Experience December 2011 - Present
Job Professional Consultant at Moneta Group
Industry Financial Services
Experience
Moneta Group December 2011 - Present
South & Associates, P.C. October 2007 - December 2011
Education
University of Missouri-Columbia School of Law 2003 — 2006
J.D., Law
University of Missouri-Columbia 2000 — 2003
B.S., Finance
Moneta Group December 2011 - Present
South & Associates, P.C. October 2007 - December 2011
Education
University of Missouri-Columbia School of Law 2003 — 2006
J.D., Law
University of Missouri-Columbia 2000 — 2003
B.S., Finance
Kim Heminger Kim Heminger's Moneta Group Experience January 2015 - Present
Job Business Professional
Industry Executive Office
Experience
Moneta Group January 2015 - Present
Branson/Lakes Area Chamber of Commerce and Convention & Visitors Bureau June 2004 - July 2011
Branson/Lakes Area Chamber of Commerce and Convention & Visitors Bureau June 2004 - April 2008
Creative Printing & Design May 2003 - May 2004
Welk Resort Group October 1999 - April 2003
Skills
Press Releases, Media Relations, Public Relations, Advertising, Newsletters, Event Planning, Copywriting, Event Management, Social Media Marketing, Social Media, Editing, Entertainment, Facebook, Publications, Graphic Design, Marketing Communications, Photoshop, Newspapers, Online Marketing, Tourism, Marketing, Email Marketing, Brochures, Copy Editing, Trade Shows, Public Speaking, Microsoft Office, Hospitality, Blogging, Radio, Television, Broadcast, Microsoft Excel, Customer Service, Marketing Strategy, Social Networking, Community Development, Photography, Fundraising, Storytelling, Promotions, Writing, Production, Special Events, Customer Relations, Excel, Community Relations, Nonprofits, InDesign, Publicity
Education
Maryville University of Saint Louis
Bachelor’s Degree, Business Administration, 4.0
Missouri State University 2002 — 2002
Front Page/HTML Web design
Moneta Group January 2015 - Present
Branson/Lakes Area Chamber of Commerce and Convention & Visitors Bureau June 2004 - July 2011
Branson/Lakes Area Chamber of Commerce and Convention & Visitors Bureau June 2004 - April 2008
Creative Printing & Design May 2003 - May 2004
Welk Resort Group October 1999 - April 2003
Skills
Press Releases, Media Relations, Public Relations, Advertising, Newsletters, Event Planning, Copywriting, Event Management, Social Media Marketing, Social Media, Editing, Entertainment, Facebook, Publications, Graphic Design, Marketing Communications, Photoshop, Newspapers, Online Marketing, Tourism, Marketing, Email Marketing, Brochures, Copy Editing, Trade Shows, Public Speaking, Microsoft Office, Hospitality, Blogging, Radio, Television, Broadcast, Microsoft Excel, Customer Service, Marketing Strategy, Social Networking, Community Development, Photography, Fundraising, Storytelling, Promotions, Writing, Production, Special Events, Customer Relations, Excel, Community Relations, Nonprofits, InDesign, Publicity
Education
Maryville University of Saint Louis
Bachelor’s Degree, Business Administration, 4.0
Missouri State University 2002 — 2002
Front Page/HTML Web design
Kirsten Kramer Kirsten Kramer's Moneta Group Experience June 2015 - Present
Job Client Services Manager at Moneta Group
Industry Financial Services
Experience
Moneta Group June 2015 - Present
Fifth Third Bank April 2014 - June 2015
PNC July 2011 - April 2014
24 Hour Fitness June 2011 - December 2012
Gordmans October 2010 - October 2011
Mercy October 2009 - June 2010
Mercy August 2008 - October 2009
Skills
Banking, Credit, Retail Banking, Customer Service, Loans, Finance, Sales, Consumer Lending, Microsoft Office, Commercial Lending, Cross Selling, Relationship Management, Credit Cards, Financial Services, Cash Management, Financial Risk, Portfolio Management, Risk Management, Investments, Wealth Management, Financial Planning, Deposits, Lines Of Credit, Customer Experience, Leadership, Customer Retention, Retirement Planning, Loan Origination, Outlook, Microsoft Word
Education
Saint Louis Community College-Meramec
Moneta Group June 2015 - Present
Fifth Third Bank April 2014 - June 2015
PNC July 2011 - April 2014
24 Hour Fitness June 2011 - December 2012
Gordmans October 2010 - October 2011
Mercy October 2009 - June 2010
Mercy August 2008 - October 2009
Skills
Banking, Credit, Retail Banking, Customer Service, Loans, Finance, Sales, Consumer Lending, Microsoft Office, Commercial Lending, Cross Selling, Relationship Management, Credit Cards, Financial Services, Cash Management, Financial Risk, Portfolio Management, Risk Management, Investments, Wealth Management, Financial Planning, Deposits, Lines Of Credit, Customer Experience, Leadership, Customer Retention, Retirement Planning, Loan Origination, Outlook, Microsoft Word
Education
Saint Louis Community College-Meramec
Josh McLain Josh McLain's Moneta Group Experience June 2015 - Present
Job Financial Services
Industry Financial Services
Experience
Moneta Group June 2015 - Present
Bruckner Learning Center January 2014 - May 2015
Gleaning For The World December 2014 - December 2014
The Crossing (Windsor Crossing Church) May 2011 - August 2011
Project Sponsor Services 2009 - 2010
The Boiler Room (Coffee Bar) 2008 - 2009
Chick-fil-A 2006 - 2007
Skills
Finance, Microsoft Excel, Financial Statement..., Accounting, Strategic Planning, Trend Analysis, Communication, Business Analysis, Team Management, Team Leadership, Microsoft Word, Strategy, Microsoft Office, Budgets, Leadership, Public Speaking, PowerPoint, Customer Service
Education
Liberty University 2010 — 2015
Finance, General
Moneta Group June 2015 - Present
Bruckner Learning Center January 2014 - May 2015
Gleaning For The World December 2014 - December 2014
The Crossing (Windsor Crossing Church) May 2011 - August 2011
Project Sponsor Services 2009 - 2010
The Boiler Room (Coffee Bar) 2008 - 2009
Chick-fil-A 2006 - 2007
Skills
Finance, Microsoft Excel, Financial Statement..., Accounting, Strategic Planning, Trend Analysis, Communication, Business Analysis, Team Management, Team Leadership, Microsoft Word, Strategy, Microsoft Office, Budgets, Leadership, Public Speaking, PowerPoint, Customer Service
Education
Liberty University 2010 — 2015
Finance, General
Nic Perez MBA, CFP® Nic Perez MBA, CFP®'s Moneta Group Experience May 2015 - Present
Job Professional Consultant at Moneta Group
Industry Financial Services
Experience
Moneta Group May 2015 - Present
Moneta Group January 2012 - April 2015
Altus Healthcare February 2011 - January 2012
Integer USA September 2006 - February 2011
Skills
Leadership, Customer Service, Sales, Marketing, Strategic Planning, Management, Financial Modeling, Financial Analysis, Team Leadership, Project Management, Social Media, Microsoft Excel, Microsoft Office
Education
Emory University - Goizueta Business School 2009 — 2012
Master of Business Administration (MBA)
University of Kansas 2001 — 2005
BS, Business Administration and Management, General
University of Kansas 2000 — 2004
BFA, Visual Communications
Moneta Group May 2015 - Present
Moneta Group January 2012 - April 2015
Altus Healthcare February 2011 - January 2012
Integer USA September 2006 - February 2011
Skills
Leadership, Customer Service, Sales, Marketing, Strategic Planning, Management, Financial Modeling, Financial Analysis, Team Leadership, Project Management, Social Media, Microsoft Excel, Microsoft Office
Education
Emory University - Goizueta Business School 2009 — 2012
Master of Business Administration (MBA)
University of Kansas 2001 — 2005
BS, Business Administration and Management, General
University of Kansas 2000 — 2004
BFA, Visual Communications
Kate Wilson Kate Wilson's Moneta Group Experience May 2006 - January 2007
Job Marketing Project Lead at Lucas Group
Industry Marketing and Advertising
Experience
Lucas Group July 2014 - Present
Capella Hotel Group July 2012 - July 2014
Capella Hotel Group May 2010 - July 2012
Enterprise Rent-A-Car July 2009 - May 2010
Cole Haan September 2008 - July 2009
AW Media Group September 2008 - January 2009
Moneta Group May 2006 - January 2007
Skills
Public Relations, Marketing, Social Media, Customer Service, Sales, Email Marketing, Content Management, Press Releases, Training, Social Networking, Event Planning, Account Management
Education
Miami University 2004 — 2008
Bachelor of Science, Marketing
Lucas Group July 2014 - Present
Capella Hotel Group July 2012 - July 2014
Capella Hotel Group May 2010 - July 2012
Enterprise Rent-A-Car July 2009 - May 2010
Cole Haan September 2008 - July 2009
AW Media Group September 2008 - January 2009
Moneta Group May 2006 - January 2007
Skills
Public Relations, Marketing, Social Media, Customer Service, Sales, Email Marketing, Content Management, Press Releases, Training, Social Networking, Event Planning, Account Management
Education
Miami University 2004 — 2008
Bachelor of Science, Marketing
Emily Sieb Emily Sieb's Moneta Group Experience June 2014 - Present
Job Marketing and Communications Specialist at Moneta Group
Industry Financial Services
Experience
Moneta Group June 2014 - Present
Moneta Group October 2013 - June 2014
Moneta Group June 2013 - October 2013
Hotel Ignacio August 2011 - July 2013
Hotel Ignacio January 2013 - May 2013
Alpha Kappa Psi - Delta Sigma Chapter December 2009 - May 2013
Hotel Ignacio June 2011 - August 2011
Imo's Pizza May 2010 - August 2010
The Newberry Group May 2009 - August 2009
Skills
Social Media, PowerPoint, Event Planning, Leadership, Google Docs, Non-profits, Statistics, Public Relations, Research, Nonprofits, Microsoft Excel
Education
University of Missouri-Saint Louis 2013 — 2015
Chancellor's Certificate in Electronic Art & Publishing, Desktop Publishing / Graphics / Image Editing
Saint Louis University 2009 — 2013
Business, Marketing and Leadership & Change Management
Bond University 2011 — 2011
Study Abroad Program
Moneta Group June 2014 - Present
Moneta Group October 2013 - June 2014
Moneta Group June 2013 - October 2013
Hotel Ignacio August 2011 - July 2013
Hotel Ignacio January 2013 - May 2013
Alpha Kappa Psi - Delta Sigma Chapter December 2009 - May 2013
Hotel Ignacio June 2011 - August 2011
Imo's Pizza May 2010 - August 2010
The Newberry Group May 2009 - August 2009
Skills
Social Media, PowerPoint, Event Planning, Leadership, Google Docs, Non-profits, Statistics, Public Relations, Research, Nonprofits, Microsoft Excel
Education
University of Missouri-Saint Louis 2013 — 2015
Chancellor's Certificate in Electronic Art & Publishing, Desktop Publishing / Graphics / Image Editing
Saint Louis University 2009 — 2013
Business, Marketing and Leadership & Change Management
Bond University 2011 — 2011
Study Abroad Program
Andy Glenn, CFA's Moneta Group Experience January 2015 - Present
Job Professional Consultant at Moneta Group
Industry Investment Management
Experience
Moneta Group January 2015 - Present
Eclipse Capital Management, Inc. January 2009 - January 2015
Eclipse Capital Management June 2007 - January 2009
Education
Southern Illinois University, Edwardsville 2003 — 2007
Bachelor, Business Economics and Finance
Moneta Group January 2015 - Present
Eclipse Capital Management, Inc. January 2009 - January 2015
Eclipse Capital Management June 2007 - January 2009
Education
Southern Illinois University, Edwardsville 2003 — 2007
Bachelor, Business Economics and Finance
Andrew Feit's Moneta Group Experience May 2015 - Present
Job Wealth Management Intern at Moneta Group
Industry Accounting
Experience
Moneta Group May 2015 - Present
CUTCO Cutlery June 2012 - August 2012
Skills
Computer Proficiency, Recruiting, Student Counseling, Student Ambassador, Leadership Development, Microsoft Excel
Education
University of Missouri-Columbia 2013 — 2017
Accounting and Finance
Moneta Group May 2015 - Present
CUTCO Cutlery June 2012 - August 2012
Skills
Computer Proficiency, Recruiting, Student Counseling, Student Ambassador, Leadership Development, Microsoft Excel
Education
University of Missouri-Columbia 2013 — 2017
Accounting and Finance
Brett Woodruff's Moneta Group Experience September 2015 - Present
Job Business Intelligence and Reporting Lead Associate at Moneta Group
Industry Financial Services
Experience
Moneta Group September 2015 - Present
Moneta Group May 2015 - Present
Bank of America April 2015 - May 2015
Bank of America September 2014 - March 2015
Bank of America August 2013 - September 2014
Unidev May 2012 - July 2013
Skills
Microsoft Office, Project Management, Process Improvement, User Documentation, Windows, Strategic Planning, Social Media, Analysis, Reporting, Data Analysis, Banking, Software Documentation, Data Mining, Leadership, Microsoft Excel, Management, Microsoft Word
Education
University of Missouri-Columbia 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, Economics
Moneta Group September 2015 - Present
Moneta Group May 2015 - Present
Bank of America April 2015 - May 2015
Bank of America September 2014 - March 2015
Bank of America August 2013 - September 2014
Unidev May 2012 - July 2013
Skills
Microsoft Office, Project Management, Process Improvement, User Documentation, Windows, Strategic Planning, Social Media, Analysis, Reporting, Data Analysis, Banking, Software Documentation, Data Mining, Leadership, Microsoft Excel, Management, Microsoft Word
Education
University of Missouri-Columbia 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, Economics
Ed Meyer, CFP® Ed Meyer, CFP®'s Moneta Group Experience January 2011 - December 2014
Job Team Leader Client Consultation Group at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2014 - Present
Moneta Group January 2011 - December 2014
Moneta Group October 2008 - January 2011
ING April 2007 - October 2008
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investment Advisory, Financial Analysis, Investments, Portfolio Management, Asset Allocation, Asset Management, Securities, Retirement, Estate Planning
Education
University of Missouri-Saint Louis 2008 — 2010
Master of Business Administration (M.B.A.)
University of Missouri-Columbia 2006 — 2008
Masters, Personal Financial Planning
University of Missouri-Columbia, College of Business 2003 — 2006
Bachelors, Finance and Banking
Edward Jones December 2014 - Present
Moneta Group January 2011 - December 2014
Moneta Group October 2008 - January 2011
ING April 2007 - October 2008
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investment Advisory, Financial Analysis, Investments, Portfolio Management, Asset Allocation, Asset Management, Securities, Retirement, Estate Planning
Education
University of Missouri-Saint Louis 2008 — 2010
Master of Business Administration (M.B.A.)
University of Missouri-Columbia 2006 — 2008
Masters, Personal Financial Planning
University of Missouri-Columbia, College of Business 2003 — 2006
Bachelors, Finance and Banking
Carol Auer Carol Auer's Moneta Group Experience February 2010 - Present
Job Recruiting Manager at Moneta Group
Industry Staffing and Recruiting
Experience
Moneta Group February 2010 - Present
Manpower Business Solutions 2004 - 2009
Monsanto 2001 - 2004
Prudential Securities 1997 - 2001
MasterCard 1994 - 1997
Maritz 1989 - 1994
Education
University of Missouri-Columbia
Bachelor's degree, Education
Moneta Group February 2010 - Present
Manpower Business Solutions 2004 - 2009
Monsanto 2001 - 2004
Prudential Securities 1997 - 2001
MasterCard 1994 - 1997
Maritz 1989 - 1994
Education
University of Missouri-Columbia
Bachelor's degree, Education
Kim Sadowski's Moneta Group Experience January 2010 - Present
Job Client Service Associate at Mariner Wealth Advisors
Industry Financial Services
Experience
Mariner Wealth Advisors July 2015 - Present
Moneta Group January 2010 - Present
A.G. Edwards & Sons, Inc. June 2001 - January 2010
A.G. Edwards & Sons, Inc. 1994 - June 2001
A.G. Edwards & Sons, Inc. 1988 - 1994
Skills
Wealth Management, Retirement Planning, Mutual Funds, Investments, Series 7, Portfolio Management, Strategic Financial..., Retirement, Securities, Series 63, Asset Allocation, 401k
Education
Jefferson College 2002 — 2006
Associate's degree, Business Administration
Mariner Wealth Advisors July 2015 - Present
Moneta Group January 2010 - Present
A.G. Edwards & Sons, Inc. June 2001 - January 2010
A.G. Edwards & Sons, Inc. 1994 - June 2001
A.G. Edwards & Sons, Inc. 1988 - 1994
Skills
Wealth Management, Retirement Planning, Mutual Funds, Investments, Series 7, Portfolio Management, Strategic Financial..., Retirement, Securities, Series 63, Asset Allocation, 401k
Education
Jefferson College 2002 — 2006
Associate's degree, Business Administration
Dan Kissling's Moneta Group Experience July 2015 - Present
Job Client Services Manager at Moneta Group
Industry
Experience
Moneta Group July 2015 - Present
Moneta Group May 2014 - January 2015
Eaton's Bussmann Business May 2013 - July 2013
Hill Management Company May 2011 - July 2012
Skills
Analysis, Microsoft Excel, QuickBooks, Microsoft Word, Public Speaking, Microsoft Office, Leadership
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor's Degree, Finance & Economic Consulting
Indiana University Bloomington 2011 — 2015
Moneta Group July 2015 - Present
Moneta Group May 2014 - January 2015
Eaton's Bussmann Business May 2013 - July 2013
Hill Management Company May 2011 - July 2012
Skills
Analysis, Microsoft Excel, QuickBooks, Microsoft Word, Public Speaking, Microsoft Office, Leadership
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor's Degree, Finance & Economic Consulting
Indiana University Bloomington 2011 — 2015
John Nagle, CFA John Nagle, CFA's Moneta Group Experience August 2010 - November 2014
Job Analyst at Kavar Capital Partners
Industry Investment Management
Experience
Kavar Capital Partners, LLC December 2014 - Present
Moneta Group August 2010 - November 2014
Education
Saint Louis University 2005 — 2009
BSBA, Finance & Accounting
Kavar Capital Partners, LLC December 2014 - Present
Moneta Group August 2010 - November 2014
Education
Saint Louis University 2005 — 2009
BSBA, Finance & Accounting
Connor Murch Connor Murch's Moneta Group Experience July 2010 - April 2012
Job Project Manager of Property Development at Asprient Properties
Industry Real Estate
Experience
Asprient Properties February 2014 - Present
Content180 April 2012 - February 2014
Moneta Group July 2010 - April 2012
Edward Jones January 2010 - May 2010
Edward Jones September 2009 - January 2010
OPPENHEIMER & CO., INC June 2009 - August 2009
OPPENHEIMER & CO., INC June 2008 - December 2008
Skills
Mutual Funds, Financial Analysis, Investments, Retirement Planning, Wealth Management, Portfolio Management, Retirement, Strategic Financial..., Estate Planning, Asset Managment, Investment Management, Investment Strategies, Financial Planners, Securities, Equities, Asset Allocation, Microsoft Excel, Financial Modeling, Financial Advisory, Microsoft Office, Fixed Income
Education
University of Missouri-Columbia, College of Business 2005 — 2009
BSBA, Finance and Real Estate
Università degli Studi di Bergamo 2007 — 2007
European and Italian business practices
Asprient Properties February 2014 - Present
Content180 April 2012 - February 2014
Moneta Group July 2010 - April 2012
Edward Jones January 2010 - May 2010
Edward Jones September 2009 - January 2010
OPPENHEIMER & CO., INC June 2009 - August 2009
OPPENHEIMER & CO., INC June 2008 - December 2008
Skills
Mutual Funds, Financial Analysis, Investments, Retirement Planning, Wealth Management, Portfolio Management, Retirement, Strategic Financial..., Estate Planning, Asset Managment, Investment Management, Investment Strategies, Financial Planners, Securities, Equities, Asset Allocation, Microsoft Excel, Financial Modeling, Financial Advisory, Microsoft Office, Fixed Income
Education
University of Missouri-Columbia, College of Business 2005 — 2009
BSBA, Finance and Real Estate
Università degli Studi di Bergamo 2007 — 2007
European and Italian business practices
Katherine Weinstein's Moneta Group Experience January 2014 - September 2014
Job CPG Solutions at Oracle
Industry Marketing and Advertising
Experience
Katherine Jessica Collections January 2010 - Present
Oracle March 2015 - Present
Paul Wilmot Communications January 2015 - March 2015
Moneta Group January 2014 - September 2014
Studio 3 Magazine June 2013 - October 2013
Skills
Entrepreneurship, Time Management, Leadership, WordPress, Web Design, Organizational..., Product Design, Morningstar, Shopify, Pivotal CRM, Advent, Laserfiche, PowerPoint, Marketing, Customer Service, Microsoft Excel, Public Speaking, Microsoft Office, Social Media, Microsoft Word, Social Networking, Event Planning, Teamwork, Public Relations, Social Media Marketing, Fashion Design
Education
Saint Louis University 2012 — 2014
Bachelors of Business Administration (BBA) with concentrations in Marketing and Entrepreneurship
Indiana University - Kelley School of Business 2011 — 2012
Entrepreneurial and Small Business Operations
Katherine Jessica Collections January 2010 - Present
Oracle March 2015 - Present
Paul Wilmot Communications January 2015 - March 2015
Moneta Group January 2014 - September 2014
Studio 3 Magazine June 2013 - October 2013
Skills
Entrepreneurship, Time Management, Leadership, WordPress, Web Design, Organizational..., Product Design, Morningstar, Shopify, Pivotal CRM, Advent, Laserfiche, PowerPoint, Marketing, Customer Service, Microsoft Excel, Public Speaking, Microsoft Office, Social Media, Microsoft Word, Social Networking, Event Planning, Teamwork, Public Relations, Social Media Marketing, Fashion Design
Education
Saint Louis University 2012 — 2014
Bachelors of Business Administration (BBA) with concentrations in Marketing and Entrepreneurship
Indiana University - Kelley School of Business 2011 — 2012
Entrepreneurial and Small Business Operations
Brad Weber's Moneta Group Experience June 2007 - August 2007
Job Account Executive at Zillow Group
Industry Real Estate
Experience
Zillow Group July 2015 - Present
The Art Institutes May 2014 - May 2015
Enterprise Holdings July 2012 - March 2014
ADT Security February 2012 - June 2012
Northwestern Mutual Financial Network December 2009 - February 2011
Income Tax Assistance January 2009 - May 2009
Moneta Group June 2007 - August 2007
Moneta Group June 2006 - August 2006
Skills
Customer Service, Sales, Time Management, Management, Leadership, Insurance, Finance, Employee Benefits, Business Development, Budgets, Cold Calling, Marketing, Account Management, Business Intelligence, Training
Education
University of Missouri-Columbia 2006 — 2009
Personal Financial Planning, Business
Zillow Group July 2015 - Present
The Art Institutes May 2014 - May 2015
Enterprise Holdings July 2012 - March 2014
ADT Security February 2012 - June 2012
Northwestern Mutual Financial Network December 2009 - February 2011
Income Tax Assistance January 2009 - May 2009
Moneta Group June 2007 - August 2007
Moneta Group June 2006 - August 2006
Skills
Customer Service, Sales, Time Management, Management, Leadership, Insurance, Finance, Employee Benefits, Business Development, Budgets, Cold Calling, Marketing, Account Management, Business Intelligence, Training
Education
University of Missouri-Columbia 2006 — 2009
Personal Financial Planning, Business
Bryan Hebron Bryan Hebron's Moneta Group Experience February 2015 - Present
Job Client Service Manager at Moneta Group
Industry Marketing and Advertising
Experience
Moneta Group February 2015 - Present
The Maune Company August 2013 - January 2015
Aflac August 2012 - August 2013
Algonquin Golf Club May 2003 - August 2013
Syberg's Family Restaurants May 2012 - August 2012
Skills
Social Media, PowerPoint, Microsoft Office, Excel, Social Media Marketing, Facebook, Advertising, Marketing, Marketing Communications, Event Planning, Marketing Strategy, Microsoft Word, Market Research, Public Relations, Event Management, Customer Service, Social Networking, Online Advertising, Marketing Research, Public Speaking, Teamwork, Research, Email Marketing, Leadership, Time Management, Microsoft Excel
Education
University of Missouri-Columbia 2008 — 2012
Bachelor of Science in Business Administration-Emphasis in Marketing
Moneta Group February 2015 - Present
The Maune Company August 2013 - January 2015
Aflac August 2012 - August 2013
Algonquin Golf Club May 2003 - August 2013
Syberg's Family Restaurants May 2012 - August 2012
Skills
Social Media, PowerPoint, Microsoft Office, Excel, Social Media Marketing, Facebook, Advertising, Marketing, Marketing Communications, Event Planning, Marketing Strategy, Microsoft Word, Market Research, Public Relations, Event Management, Customer Service, Social Networking, Online Advertising, Marketing Research, Public Speaking, Teamwork, Research, Email Marketing, Leadership, Time Management, Microsoft Excel
Education
University of Missouri-Columbia 2008 — 2012
Bachelor of Science in Business Administration-Emphasis in Marketing
Donald Poling CPA Donald Poling CPA's Moneta Group Experience April 2015 - Present
Job Principal at Moneta Group
Industry Financial Services
Experience
Moneta Group April 2015 - Present
Private Company Advisory Boards 2006 - Present
Deloitte 1971 - 2006
Education
Bowling Green State University
BSBA and MBA, Accounting and Finance, Magna Cum Laude
Stanford University
Executive Management Program
Moneta Group April 2015 - Present
Private Company Advisory Boards 2006 - Present
Deloitte 1971 - 2006
Education
Bowling Green State University
BSBA and MBA, Accounting and Finance, Magna Cum Laude
Stanford University
Executive Management Program
Joe Sheehan CFP, CFA's Moneta Group Experience April 1991 - Present
Job Principal at Moneta Group
Industry Financial Services
Experience
Moneta Group April 1991 - Present
Education
D'Amore-McKim School of Business at Northeastern University 1981 — 1983
MBA, Finance
Vanderbilt University 1970 — 1974
Moneta Group April 1991 - Present
Education
D'Amore-McKim School of Business at Northeastern University 1981 — 1983
MBA, Finance
Vanderbilt University 1970 — 1974
Robert Ensor, CFA, CAIA's Moneta Group Experience August 2005 - September 2008
Job Family Office Director of Investments at Argos Investment Advisors
Industry Investment Management
Experience
Argos Investment Advisors September 2008 - Present
Lutheran Foundation of St. Louis 2007 - Present
Lutheran Elementary School Association 2008 - 2011
Moneta Group August 2005 - September 2008
Bank of America 2004 - August 2005
Banc of America Capital Management 2000 - 2003
Education
University of Missouri-Saint Louis 1998 — 2000
MBA, Business
University of Missouri-Columbia 1988 — 1991
BSBA, Business
University of Missouri-Columbia 1988 — 1991
BA, English
Argos Investment Advisors September 2008 - Present
Lutheran Foundation of St. Louis 2007 - Present
Lutheran Elementary School Association 2008 - 2011
Moneta Group August 2005 - September 2008
Bank of America 2004 - August 2005
Banc of America Capital Management 2000 - 2003
Education
University of Missouri-Saint Louis 1998 — 2000
MBA, Business
University of Missouri-Columbia 1988 — 1991
BSBA, Business
University of Missouri-Columbia 1988 — 1991
BA, English
Lisa Bauman's Moneta Group Experience May 2002 - July 2006
Job VP, Human Resources at Mycroft, Inc.
Industry Information Technology and Services
Experience
Mycroft, Inc. January 2008 - August 2015
Professional Employment Group June 2007 - January 2008
Crane Merchandising Systems June 2006 - June 2007
Moneta Group May 2002 - July 2006
divine, inc. August 1999 - May 2002
Skills
Recruiting, Human Resources, Employee Relations, Benefits Administration, Employee Benefits, Onboarding, Policy, Change Management, Interviews, Contract Recruitment, Personnel Management, Performance Management, Payroll, PeopleSoft, Deferred Compensation, Leadership, Emotional Intelligence
Education
Lindenwood University 2000 — 2001
Masters, Human Resources
University of Missouri-Columbia, College of Business 1992 — 1996
Bachelor of Science, Business Administration
Mycroft, Inc. January 2008 - August 2015
Professional Employment Group June 2007 - January 2008
Crane Merchandising Systems June 2006 - June 2007
Moneta Group May 2002 - July 2006
divine, inc. August 1999 - May 2002
Skills
Recruiting, Human Resources, Employee Relations, Benefits Administration, Employee Benefits, Onboarding, Policy, Change Management, Interviews, Contract Recruitment, Personnel Management, Performance Management, Payroll, PeopleSoft, Deferred Compensation, Leadership, Emotional Intelligence
Education
Lindenwood University 2000 — 2001
Masters, Human Resources
University of Missouri-Columbia, College of Business 1992 — 1996
Bachelor of Science, Business Administration
Ryan Martin, CFP's Moneta Group Experience March 2007 - Present
Job Professional Consultant at Moneta Group
Industry Financial Services
Experience
Moneta Group March 2007 - Present
RubinBrown LLP January 2004 - March 2007
Education
Saint Louis University 1997 — 2001
Moneta Group March 2007 - Present
RubinBrown LLP January 2004 - March 2007
Education
Saint Louis University 1997 — 2001
Kevin W. Albritton, CLU, ChFC, CFP's Moneta Group Experience 1978 - 1995
Job President and Owner of Albritton Financial Services, Inc.
Industry Financial Services
Experience
Albritton Financial Services, Inc. January 1996 - Present
Moneta Group 1978 - 1995
Skills
Wealth Management, Financial Planning, Retirement Planning, Estate Planning, Insurance Planning, Wealth Preservation..., Long-term Care, Medicaid, Risk Management, Veteran Benefits, Tax Advisory
Education
Saint Louis University 1972 — 1976
B.A., Biology, Chemistry
Albritton Financial Services, Inc. January 1996 - Present
Moneta Group 1978 - 1995
Skills
Wealth Management, Financial Planning, Retirement Planning, Estate Planning, Insurance Planning, Wealth Preservation..., Long-term Care, Medicaid, Risk Management, Veteran Benefits, Tax Advisory
Education
Saint Louis University 1972 — 1976
B.A., Biology, Chemistry
Patrick Britt's Moneta Group Experience
Job Financial Services Professional
Industry Financial Services
Experience
Moneta Group
Education
Rockhurst University 2000 — 2006
MBA, Accounting and Finance
Moneta Group
Education
Rockhurst University 2000 — 2006
MBA, Accounting and Finance
James Chalmers, CFP®'s Moneta Group Experience March 2015 - Present
Job Professional Consultant at Moneta Group
Industry Financial Services
Experience
Moneta Group March 2015 - Present
Wells Fargo Advisors February 2013 - March 2015
Wells Fargo Advisors March 2009 - February 2013
MarketSphere Consulting July 2008 - March 2009
Skills
Finance, Asset Allocation, SAP, CRM, Risk Management, Microsoft Office, Retirement Planning, Fixed Income, Tax, Business Process, Series 7, Portfolio Management, Adobe Acrobat, Envision, Morningstar, Investment Management, Tax Planning, Estate Planning, Money Management, Equities, Alternative Investments, Certified Financial...
Education
Saint Louis University
BS, Finance
Moneta Group March 2015 - Present
Wells Fargo Advisors February 2013 - March 2015
Wells Fargo Advisors March 2009 - February 2013
MarketSphere Consulting July 2008 - March 2009
Skills
Finance, Asset Allocation, SAP, CRM, Risk Management, Microsoft Office, Retirement Planning, Fixed Income, Tax, Business Process, Series 7, Portfolio Management, Adobe Acrobat, Envision, Morningstar, Investment Management, Tax Planning, Estate Planning, Money Management, Equities, Alternative Investments, Certified Financial...
Education
Saint Louis University
BS, Finance
Pete Buchanan's Moneta Group Experience September 2001 - July 2007
Job Inventor Plane Simple Golf
Industry Sports
Experience
Plane Simple Golf LLC August 2001 - Present
Plane Simple Golf 2012 - Present
Mercer Investment Management January 2011 - Present
Hammond Associates July 2007 - January 2011
Moneta Group September 2001 - July 2007
John Jacobs Golf Schools January 1986 - August 2001
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Public Speaking, Public Relations, Marketing, Social Media, Social Networking, Golf, PSGA Master Certified, Professional Golf Coach, Golf Academy..., Event Planning, Market Research, Team Building, Management, Social Media Marketing, Strategic Planning, Event Management, Marketing Communications, Time Management, Coaching, Leadership, Business Development, Online Marketing, Golf Equipment, Fundraising
Education
Kansas State University 1981 — 1986
General Business
Plane Simple Golf LLC August 2001 - Present
Plane Simple Golf 2012 - Present
Mercer Investment Management January 2011 - Present
Hammond Associates July 2007 - January 2011
Moneta Group September 2001 - July 2007
John Jacobs Golf Schools January 1986 - August 2001
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Public Speaking, Public Relations, Marketing, Social Media, Social Networking, Golf, PSGA Master Certified, Professional Golf Coach, Golf Academy..., Event Planning, Market Research, Team Building, Management, Social Media Marketing, Strategic Planning, Event Management, Marketing Communications, Time Management, Coaching, Leadership, Business Development, Online Marketing, Golf Equipment, Fundraising
Education
Kansas State University 1981 — 1986
General Business
Amanda Barrale's Moneta Group Experience January 2013 - Present
Job Technical & Implementation Project Manager at Moneta Group
Industry Financial Services
Experience
Moneta Group January 2013 - Present
Moneta Group April 2012 - January 2013
Moneta Group August 2007 - March 2012
Skills
Customer Service, Leadership, Risk Management, Microsoft Office, Microsoft Excel, Strategic Planning
Education
Drury University 2003 — 2007
BA, Criminology and German
Moneta Group January 2013 - Present
Moneta Group April 2012 - January 2013
Moneta Group August 2007 - March 2012
Skills
Customer Service, Leadership, Risk Management, Microsoft Office, Microsoft Excel, Strategic Planning
Education
Drury University 2003 — 2007
BA, Criminology and German
Mona Gooden's Moneta Group Experience September 2012 - Present
Job Participant Service Manager at Moneta Group
Industry Financial Services
Experience
Moneta Group September 2012 - Present
Gallagher Retirement Services, a Division of Gallagher Benefit Services, Inc. November 2008 - September 2012
Acropolis Investment Management, LLC August 2007 - November 2008
Towers Perrin June 2007 - August 2007
MetLife June 1994 - February 2007
Education
The University of Kansas 1986 — 1990
BS, Business
Moneta Group September 2012 - Present
Gallagher Retirement Services, a Division of Gallagher Benefit Services, Inc. November 2008 - September 2012
Acropolis Investment Management, LLC August 2007 - November 2008
Towers Perrin June 2007 - August 2007
MetLife June 1994 - February 2007
Education
The University of Kansas 1986 — 1990
BS, Business
Mark Schweiss's Moneta Group Experience May 2007 - August 2008
Job Vice President at Archer Wealth Management
Industry Financial Services
Experience
Archer Wealth Management, LLC September 2008 - Present
Moneta Group May 2007 - August 2008
Wealth Enhancement Group August 2004 - May 2007
Wells Fargo Advisors September 2000 - August 2004
CliftonLarsonAllen 1990 - 1999
Education
St. John's University 1986 — 1990
Bachelor of Science Degree, Accounting, Magna Cum Laude
Archer Wealth Management, LLC September 2008 - Present
Moneta Group May 2007 - August 2008
Wealth Enhancement Group August 2004 - May 2007
Wells Fargo Advisors September 2000 - August 2004
CliftonLarsonAllen 1990 - 1999
Education
St. John's University 1986 — 1990
Bachelor of Science Degree, Accounting, Magna Cum Laude
Debbie Reimer's Moneta Group Experience February 2008 - July 2010
Job Executive Assistant on the Diederich Poling Team at Moneta Group
Industry Financial Services
Experience
Moneta Group Investment Advisors April 2009 - Present
Moneta Group February 2008 - July 2010
Bryant Group, Inc. April 2006 - January 2008
Cardinal Building Materials 2002 - 2006
Education
Truman State University
Bachelor of Science
Moneta Group Investment Advisors April 2009 - Present
Moneta Group February 2008 - July 2010
Bryant Group, Inc. April 2006 - January 2008
Cardinal Building Materials 2002 - 2006
Education
Truman State University
Bachelor of Science
Nate Coakley's Moneta Group Experience December 2006 - July 2008
Job Sr. Manager Fiscal Operations at Suddenlink Communications
Industry Telecommunications
Experience
Suddenlink Communications August 2011 - Present
Express Scripts September 2008 - July 2011
Moneta Group December 2006 - July 2008
L.J. Hart & Co. May 2006 - December 2006
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Finance, Microsoft Office, Essbase, Financial Planning, Budgeting, Corporate FP&A
Education
Missouri State University 2005 — 2006
MBA, Finance
Suddenlink Communications August 2011 - Present
Express Scripts September 2008 - July 2011
Moneta Group December 2006 - July 2008
L.J. Hart & Co. May 2006 - December 2006
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Finance, Microsoft Office, Essbase, Financial Planning, Budgeting, Corporate FP&A
Education
Missouri State University 2005 — 2006
MBA, Finance
Anne Compton Albart's Moneta Group Experience June 2003 - September 2004
Job AVP Commercial Banking at Enterprise Bank & Trust | Relationship Manager | Commercial & Industrial Lending
Industry Banking
Experience
Enterprise Bank & Trust April 2011 - Present
Enterprise Bank & Trust December 2007 - April 2011
Enterprise Bank & Trust March 2005 - December 2007
Moneta Group June 2003 - September 2004
Education
University of Missouri-Columbia 1999 — 2003
BS, Financial Planning
Marquette High School 1994 — 1999
Enterprise Bank & Trust April 2011 - Present
Enterprise Bank & Trust December 2007 - April 2011
Enterprise Bank & Trust March 2005 - December 2007
Moneta Group June 2003 - September 2004
Education
University of Missouri-Columbia 1999 — 2003
BS, Financial Planning
Marquette High School 1994 — 1999
Chris Michalak's Moneta Group Experience June 2004 - Present
Job Principal at Moneta Group
Industry Financial Services
Experience
Moneta Group June 2004 - Present
Edward Jones August 1995 - June 2004
Dial Tool & DTI Molding January 1994 - August 1995
Skills
Retirement Planning, Estate Planning, Wealth Management, Investment Advisory, Investments, Strategic Financial..., Mutual Funds, Portfolio Management, Asset Managment, Retirement, Financial Analysis, Mergers, Tax
Education
University of Dayton 1990 — 2004
Bachelor of Arts (B.A.)
Loyola Academy 1986 — 1990
Moneta Group June 2004 - Present
Edward Jones August 1995 - June 2004
Dial Tool & DTI Molding January 1994 - August 1995
Skills
Retirement Planning, Estate Planning, Wealth Management, Investment Advisory, Investments, Strategic Financial..., Mutual Funds, Portfolio Management, Asset Managment, Retirement, Financial Analysis, Mergers, Tax
Education
University of Dayton 1990 — 2004
Bachelor of Arts (B.A.)
Loyola Academy 1986 — 1990
Brooke Hunady's Moneta Group Experience Vice President - Commerical LendingEnterprise Bank & Trust2002 - 2006
Job Professional Consultant at Moneta Group
Industry Financial Services
Experience
Moneta Group Vice President - Commerical LendingEnterprise Bank & Trust2002 - 2006
Bank of America 1998 - 2002
Education
Southern Illinois University, Carbondale 1993 — 1997
B.S. in Finance, Banking and Investments
Moneta Group Vice President - Commerical LendingEnterprise Bank & Trust2002 - 2006
Bank of America 1998 - 2002
Education
Southern Illinois University, Carbondale 1993 — 1997
B.S. in Finance, Banking and Investments
Katie Kostecki Johnson, J.D., CFP®'s Moneta Group Experience August 2007 - Present
Job Attorney/Professional Consultant at Moneta Group
Industry Financial Services
Experience
Moneta Group August 2007 - Present
Skills
Family CFO, Estate Planning, Wealth Management, Tax Planning, Insurance Planning
Education
Saint Louis University School of Law 2004 — 2007
J.D., Business Transactional Law
Saint Louis University
Moneta Group August 2007 - Present
Skills
Family CFO, Estate Planning, Wealth Management, Tax Planning, Insurance Planning
Education
Saint Louis University School of Law 2004 — 2007
J.D., Business Transactional Law
Saint Louis University
Matthew Bower's Moneta Group Experience May 2006 - June 2015
Job Managing Director at Clayton Financial Group
Industry Financial Services
Experience
Clayton Financial Group July 2015 - Present
Moneta Group May 2006 - June 2015
Skills
Asset Management, Financial Modeling, Financial Analysis, Investments, Finance, Portfolio Management
Education
Colorado College
BA
Phillips Andover
Washington University in St. Louis - Olin Business School
MBA
Clayton Financial Group July 2015 - Present
Moneta Group May 2006 - June 2015
Skills
Asset Management, Financial Modeling, Financial Analysis, Investments, Finance, Portfolio Management
Education
Colorado College
BA
Phillips Andover
Washington University in St. Louis - Olin Business School
MBA
Caitlin Nowicki's Moneta Group Experience July 2007 - September 2009
Job Cost Accountant at Novus International
Industry Consumer Goods
Experience
Novus August 2013 - Present
Novus August 2011 - July 2013
University of Missouri - St. Louis August 2010 - August 2011
Volkswagen Mexico September 2009 - April 2010
Moneta Group July 2007 - September 2009
Skills
Microsoft Office, Social Media, Microsoft Excel, Strategic Planning, Research, Market Research, Public Speaking, Marketing Strategy
Education
University of Missouri-Saint Louis 2010 — 2011
MBA
Tecnológico de Monterrey 2009 — 2010
MBA, Finance
Truman State University 2001 — 2005
BA, Business Administration/Finance
EHS 1998 — 2001
Novus August 2013 - Present
Novus August 2011 - July 2013
University of Missouri - St. Louis August 2010 - August 2011
Volkswagen Mexico September 2009 - April 2010
Moneta Group July 2007 - September 2009
Skills
Microsoft Office, Social Media, Microsoft Excel, Strategic Planning, Research, Market Research, Public Speaking, Marketing Strategy
Education
University of Missouri-Saint Louis 2010 — 2011
MBA
Tecnológico de Monterrey 2009 — 2010
MBA, Finance
Truman State University 2001 — 2005
BA, Business Administration/Finance
EHS 1998 — 2001
Laura Lyn (Kurtz) Jones's Moneta Group Experience March 2006 - May 2013
Job Administrative Assistant
Industry Executive Office
Experience
Each One Feed One, International November 2014 - August 2015
Ameriprise Financial Services, Inc. May 2013 - May 2014
Moneta Group March 2006 - May 2013
Burke Capital Group, a division of Morgan Keegan & Co. May 2005 - November 2005
Regions Financial Corporation December 1999 - May 2005
Education
Southern Illinois University, Carbondale 1999 — 2001
BS, Finance
Highland Community College 1997 — 1999
Associate's degree, Business Administration and Management, General
Each One Feed One, International November 2014 - August 2015
Ameriprise Financial Services, Inc. May 2013 - May 2014
Moneta Group March 2006 - May 2013
Burke Capital Group, a division of Morgan Keegan & Co. May 2005 - November 2005
Regions Financial Corporation December 1999 - May 2005
Education
Southern Illinois University, Carbondale 1999 — 2001
BS, Finance
Highland Community College 1997 — 1999
Associate's degree, Business Administration and Management, General
Paula Leeker's Moneta Group Experience 1992 - 1996
Job Executive Assistant at RGA Reinsurance Company, Inc.
Industry Insurance
Experience
RGA Reinsurance Company, Inc. 2007 - Present
MetLife 2002 - 2006
RBC / Liberty Mutual / Genelco Inc 1996 - 2002
Moneta Group 1992 - 1996
The Financial Resource Group/Connecticut Mutual Life Insurance 1988 - 1992
Skills
Visio, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Microsoft Office
Education
Millikin University 1984 — 1988
BM in Education, Music Education
Mehlville Senior High School 1980 — 1984
RGA Reinsurance Company, Inc. 2007 - Present
MetLife 2002 - 2006
RBC / Liberty Mutual / Genelco Inc 1996 - 2002
Moneta Group 1992 - 1996
The Financial Resource Group/Connecticut Mutual Life Insurance 1988 - 1992
Skills
Visio, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Microsoft Office
Education
Millikin University 1984 — 1988
BM in Education, Music Education
Mehlville Senior High School 1980 — 1984
Alicia Faerber, CFP®'s Moneta Group Experience June 2004 - Present
Job Client Service Manager at Moneta Group
Industry Financial Services
Experience
Moneta Group June 2004 - Present
Education
The University of Connecticut 2000 — 2003
Bachelor of Science, Finance
Moneta Group June 2004 - Present
Education
The University of Connecticut 2000 — 2003
Bachelor of Science, Finance
Rita Kazembe's Moneta Group Experience November 2010 - March 2011
Job Chief Compliance Officer Advisory Services; Stifel Nicolaus & Company
Industry Financial Services
Experience
Stifel, Nicolaus & Company March 2011 - Present
Choice Financial Partners d/b/a EquityCompass Strategies March 2011 - March 2014
Various Stifel Asset Management Affiliates September 2011 - September 2013
Moneta Group November 2010 - March 2011
Thompson Coburn LLP. September 2001 - September 2009
Skills
Legal Research, Legal Writing, Corporate Law, Legal Advice, Investment Advisory, Investment Management, Private Equity, Hedge Funds, Securities Regulation, Securities Offerings, Corporate Governance, Mutual Funds
Education
Saint Louis University School of Law 1998 — 2001
J.D., Law, Graduated with honors
UW-Eau Claire 1994 — 1998
Bachelor of Business Administration (BBA), Accounting
Stifel, Nicolaus & Company March 2011 - Present
Choice Financial Partners d/b/a EquityCompass Strategies March 2011 - March 2014
Various Stifel Asset Management Affiliates September 2011 - September 2013
Moneta Group November 2010 - March 2011
Thompson Coburn LLP. September 2001 - September 2009
Skills
Legal Research, Legal Writing, Corporate Law, Legal Advice, Investment Advisory, Investment Management, Private Equity, Hedge Funds, Securities Regulation, Securities Offerings, Corporate Governance, Mutual Funds
Education
Saint Louis University School of Law 1998 — 2001
J.D., Law, Graduated with honors
UW-Eau Claire 1994 — 1998
Bachelor of Business Administration (BBA), Accounting
Steve Frontczak's Moneta Group Experience May 2011 - April 2014
Job Senior Consultant at Pension and Retirement Services (PARS)
Industry Financial Services
Experience
Summit Strategies Group April 2014 - November 2014
Moneta Group May 2011 - April 2014
American Water Works June 2008 - July 2010
Stifel Nicolaus August 2002 - June 2008
Bank of America 1994 - 2002
Skills
Mergers, Corporate Law, Asset Managment, Contract Negotiation, Due Diligence, Litigation, Legal Writing, Mediation, Real Estate, Corporate Governance, Risk Management, Securities
Education
Saint Louis University School of Law 1989 — 1992
JD, Corporate
University of Wisconsin-Milwaukee 1984 — 1989
BA, Economics
Summit Strategies Group April 2014 - November 2014
Moneta Group May 2011 - April 2014
American Water Works June 2008 - July 2010
Stifel Nicolaus August 2002 - June 2008
Bank of America 1994 - 2002
Skills
Mergers, Corporate Law, Asset Managment, Contract Negotiation, Due Diligence, Litigation, Legal Writing, Mediation, Real Estate, Corporate Governance, Risk Management, Securities
Education
Saint Louis University School of Law 1989 — 1992
JD, Corporate
University of Wisconsin-Milwaukee 1984 — 1989
BA, Economics
Katie Rogers Sanders's Moneta Group Experience March 2013 - Present
Job Client Service Manager at Argent Capital Management LLC
Industry Financial Services
Experience
Moneta Group March 2013 - Present
Argent Capital Management LLC March 2013 - Present
MediFit Corporate Services December 2010 - February 2013
Life Time Fitness November 2008 - August 2010
Education
University of Missouri-Columbia 2004 — 2006
M.Ed., Health Education and Promotion
University of Missouri-Columbia 2000 — 2004
B.S., Nutrition and Fitness
Moneta Group March 2013 - Present
Argent Capital Management LLC March 2013 - Present
MediFit Corporate Services December 2010 - February 2013
Life Time Fitness November 2008 - August 2010
Education
University of Missouri-Columbia 2004 — 2006
M.Ed., Health Education and Promotion
University of Missouri-Columbia 2000 — 2004
B.S., Nutrition and Fitness
Stephanie Sather's Moneta Group Experience May 2012 - November 2012
Job Client Relationship Specialist at Buckingham Family of Financial Services
Industry Financial Services
Experience
Buckingham Family of Financial Services November 2012 - Present
Moneta Group May 2012 - November 2012
US Bank February 2012 - June 2012
Skills
Client Service Oriented, Microsoft Office, Leadership, Customer Service, Microsoft Excel, PowerPoint, Outlook
Education
Lindenwood University 2009 — 2012
Bachelor of Arts (B.A.), Personal Financial Planning
Buckingham Family of Financial Services November 2012 - Present
Moneta Group May 2012 - November 2012
US Bank February 2012 - June 2012
Skills
Client Service Oriented, Microsoft Office, Leadership, Customer Service, Microsoft Excel, PowerPoint, Outlook
Education
Lindenwood University 2009 — 2012
Bachelor of Arts (B.A.), Personal Financial Planning
Mark Wicker's Moneta Group Experience May 2011 - July 2011
Job J.D., University of Texas School of Law
Industry Law Practice
Experience
Brinker & Doyen, LLP September 2012 - Present
Benson, Brown & Faucher, PLLC July 2011 - August 2011
Moneta Group May 2011 - July 2011
Argent Capital Management May 2011 - July 2011
Farm Credit Bank of Texas September 2010 - December 2010
Mark Zoole & Associates May 2010 - August 2010
Rabbitt, Pitzer & Snodgrass, P.C. May 2010 - August 2010
7 Bell Yard May 2007 - July 2007
Education
The University of Texas School of Law 2009 — 2012
J.D.
Sewanee-The University of the South 2005 — 2009
B.A. summa cum laude, Economics, Business
John Burroughs School 1999 — 2005
Brinker & Doyen, LLP September 2012 - Present
Benson, Brown & Faucher, PLLC July 2011 - August 2011
Moneta Group May 2011 - July 2011
Argent Capital Management May 2011 - July 2011
Farm Credit Bank of Texas September 2010 - December 2010
Mark Zoole & Associates May 2010 - August 2010
Rabbitt, Pitzer & Snodgrass, P.C. May 2010 - August 2010
7 Bell Yard May 2007 - July 2007
Education
The University of Texas School of Law 2009 — 2012
J.D.
Sewanee-The University of the South 2005 — 2009
B.A. summa cum laude, Economics, Business
John Burroughs School 1999 — 2005
Heidi Pluth's Moneta Group Experience June 2004 - June 2005
Job Administrative Assistant at UHY Advisors
Industry Financial Services
Experience
UHY Advisors June 2005 - Present
Moneta Group June 2004 - June 2005
Union Planters Bank 2001 - 2004
Skills
Microsoft Excel, Accounting, Financial Accounting, Budgets, Customer Service, Strategic Planning, Marketing
Education
Lindenwood University 1996 — 2001
Bachelor of Fine Arts
UHY Advisors June 2005 - Present
Moneta Group June 2004 - June 2005
Union Planters Bank 2001 - 2004
Skills
Microsoft Excel, Accounting, Financial Accounting, Budgets, Customer Service, Strategic Planning, Marketing
Education
Lindenwood University 1996 — 2001
Bachelor of Fine Arts
Susanne Jonsson's Moneta Group Experience January 2000 - July 2001
Job Manager Performance Reporting & Research
Industry Investment Management
Experience
Charles Schwab Investment Management, Inc. October 2014 - Present
Charles Schwab March 2012 - Present
Charles Schwab April 2010 - March 2012
Lipper, A Thomson Reuters Company May 2002 - May 2007
Moneta Group January 2000 - July 2001
Skills
Equities, Investments, Microsoft Excel, Mutual Funds, Hedge Funds, Financial Markets, Business Analysis, Asset Management, Investment Management, Financial Services, Process Improvement, Finance
Education
Austin Peay State University
BBA, Finance
Charles Schwab Investment Management, Inc. October 2014 - Present
Charles Schwab March 2012 - Present
Charles Schwab April 2010 - March 2012
Lipper, A Thomson Reuters Company May 2002 - May 2007
Moneta Group January 2000 - July 2001
Skills
Equities, Investments, Microsoft Excel, Mutual Funds, Hedge Funds, Financial Markets, Business Analysis, Asset Management, Investment Management, Financial Services, Process Improvement, Finance
Education
Austin Peay State University
BBA, Finance
Susan Culli's Moneta Group Experience March 1998 - May 2005
Job Logistics Manager and Life Strategist for Weight loss, Energy & Performance, Healthy Aging, and Wealth Creation
Industry Nonprofit Organization Management
Experience
Isagenix International January 2015 - Present
St. Louis Mental Health Board September 2006 - Present
HSBC June 2005 - August 2006
Moneta Group March 1998 - May 2005
CCMSI 1995 - 1998
Skills
Direct Marketing, Wealth Creation, Event Planning, Fundraising, Leadership, Social Media, Strategic Planning, Event Management, Volunteer Management, Customer Service, Coaching, Marketing, Public Speaking, Management, Public Relations, Team Building, Microsoft Office, Nutritional Counseling
Education
University of Missouri-Columbia 1983 — 1988
B.S. in Business, Marketing and Management
Affton High School 1979 — 1983
Isagenix International January 2015 - Present
St. Louis Mental Health Board September 2006 - Present
HSBC June 2005 - August 2006
Moneta Group March 1998 - May 2005
CCMSI 1995 - 1998
Skills
Direct Marketing, Wealth Creation, Event Planning, Fundraising, Leadership, Social Media, Strategic Planning, Event Management, Volunteer Management, Customer Service, Coaching, Marketing, Public Speaking, Management, Public Relations, Team Building, Microsoft Office, Nutritional Counseling
Education
University of Missouri-Columbia 1983 — 1988
B.S. in Business, Marketing and Management
Affton High School 1979 — 1983
Kirby Ott's Moneta Group Experience 2002 - 2009
Job Director at Matter Family Office
Industry Financial Services
Experience
Matter Family Office September 2009 - Present
Moneta Group 2002 - 2009
Education
University of Missouri-Columbia, College of Business
BSBA - Finance
Washington University in St. Louis - Olin Business School
MBA
Matter Family Office September 2009 - Present
Moneta Group 2002 - 2009
Education
University of Missouri-Columbia, College of Business
BSBA - Finance
Washington University in St. Louis - Olin Business School
MBA
Caroline Plemons Skelly's Moneta Group Experience October 2008 - February 2012
Job CoOwner at CrossFit Edwardsville
Industry Higher Education
Experience
CrossFit Edwardsville August 2011 - Present
Southern Illinois University Edwardsville August 2011 - December 2014
Southern Illinois University Edwardsville January 2012 - May 2012
Moneta Group October 2008 - February 2012
Skills
Public Speaking, Research, PowerPoint, Event Planning, Marketing, Management, Recruiting, Higher Education, Teaching, Coaching, Tax Preparation, Training, Project Management, Outlook, Social Media, Public Relations, Customer Service, Microsoft Excel
Education
Southern Illinois University, Edwardsville 2009 — 2011
Master of Speech Communication, Health Communication
Eastern Illinois University 2004 — 2008
Bachelor of Arts, Communication Studies
CrossFit Edwardsville August 2011 - Present
Southern Illinois University Edwardsville August 2011 - December 2014
Southern Illinois University Edwardsville January 2012 - May 2012
Moneta Group October 2008 - February 2012
Skills
Public Speaking, Research, PowerPoint, Event Planning, Marketing, Management, Recruiting, Higher Education, Teaching, Coaching, Tax Preparation, Training, Project Management, Outlook, Social Media, Public Relations, Customer Service, Microsoft Excel
Education
Southern Illinois University, Edwardsville 2009 — 2011
Master of Speech Communication, Health Communication
Eastern Illinois University 2004 — 2008
Bachelor of Arts, Communication Studies
Andrea Cosmano's Moneta Group Experience June 2011 - October 2013
Job Associate Vice President/Trust Officer at Stifel Trust Company
Industry Financial Services
Experience
Stifel Trust Company October 2013 - Present
Moneta Group June 2011 - October 2013
Moneta Group 2006 - 2011
Commerce Trust Company 2001 - April 2006
A.G. Edwards Trust Company 1999 - 2001
A.G. Edwards Trust Company 1997 - 1999
Boatmen's Trust Company (acquired by Bank of America) 1996 - 1997
A.G. Edwards Trust Company 1994 - 1996
A.G. Edwards 1992 - 1994
Skills
Accounting, Process Improvement, Banking, Project Management, Financial Analysis, Portfolio Management, Asset Managment, Investments, Strategic Financial..., Asset Management
Education
North Central College
Southern Illinois University, Edwardsville
Bachelor of Science (B.S.), Finance
Stifel Trust Company October 2013 - Present
Moneta Group June 2011 - October 2013
Moneta Group 2006 - 2011
Commerce Trust Company 2001 - April 2006
A.G. Edwards Trust Company 1999 - 2001
A.G. Edwards Trust Company 1997 - 1999
Boatmen's Trust Company (acquired by Bank of America) 1996 - 1997
A.G. Edwards Trust Company 1994 - 1996
A.G. Edwards 1992 - 1994
Skills
Accounting, Process Improvement, Banking, Project Management, Financial Analysis, Portfolio Management, Asset Managment, Investments, Strategic Financial..., Asset Management
Education
North Central College
Southern Illinois University, Edwardsville
Bachelor of Science (B.S.), Finance
Vicky Bray's Moneta Group Experience September 2011 - July 2012
Job Paralegal at Thompson Coburn LLP
Industry Legal Services
Experience
Thompson Coburn LLP July 2012 - Present
Moneta Group September 2011 - July 2012
Self Employed Attorney September 2004 - December 2010
Jerseyville, IL January 2004 - December 2010
Farrell, Hamilton, Julian, P.C. June 1992 - June 1999
Skills
Secretarial, Legal Assistant, Bookkeeping, Legal Documents, Administrative..., Wordperfect, Notary Public, Legal Writing, Company Secretarial Work, Telephone Skills, Legal Research
Education
Greenville College 2010 — 2011
Bachelor Science, Elementary Education and Teaching
St. Louis Community College 1993 — 1995
Associate of Science, Legal Studies
Thompson Coburn LLP July 2012 - Present
Moneta Group September 2011 - July 2012
Self Employed Attorney September 2004 - December 2010
Jerseyville, IL January 2004 - December 2010
Farrell, Hamilton, Julian, P.C. June 1992 - June 1999
Skills
Secretarial, Legal Assistant, Bookkeeping, Legal Documents, Administrative..., Wordperfect, Notary Public, Legal Writing, Company Secretarial Work, Telephone Skills, Legal Research
Education
Greenville College 2010 — 2011
Bachelor Science, Elementary Education and Teaching
St. Louis Community College 1993 — 1995
Associate of Science, Legal Studies
Jessica Muraski's Moneta Group Experience February 2013 - Present
Job Client Service Manager at Moneta Group
Industry Financial Services
Experience
Moneta Group February 2013 - Present
Education
Saint Louis University 2007 — 2012
Bachelor's degree, Accounting and Finance
Moneta Group February 2013 - Present
Education
Saint Louis University 2007 — 2012
Bachelor's degree, Accounting and Finance
Jie Lin, CPA's Moneta Group Experience June 2015 - Present
Job Tax Accountant at Moneta Group
Industry Financial Services
Experience
Moneta Group June 2015 - Present
Baker Tilly Virchow Krause, LLP 2012 - February 2015
Publicis Groupe August 2011 - November 2012
New York Tax & Accounting LLC January 2009 - 2010
H&R Block 2006 - 2008
Skills
PeopleSoft, OneSource, Microsoft Office, ProSeries, Vertex Tax Software, Profx, Caseware, CCH ProSystem fx, Checkpoint, Tax Returns, Accounting, ProSystem fx Tax, Tax
Education
Baruch College 2011 — 2013
Master of Science (MS), Taxation
Baruch College 2008 — 2010
Bachelor of Business Administration (BBA), Accounting
Moneta Group June 2015 - Present
Baker Tilly Virchow Krause, LLP 2012 - February 2015
Publicis Groupe August 2011 - November 2012
New York Tax & Accounting LLC January 2009 - 2010
H&R Block 2006 - 2008
Skills
PeopleSoft, OneSource, Microsoft Office, ProSeries, Vertex Tax Software, Profx, Caseware, CCH ProSystem fx, Checkpoint, Tax Returns, Accounting, ProSystem fx Tax, Tax
Education
Baruch College 2011 — 2013
Master of Science (MS), Taxation
Baruch College 2008 — 2010
Bachelor of Business Administration (BBA), Accounting
Laurie Close's Moneta Group Experience September 1997 - December 1998
Job Underwriting Rules Developer
Industry Financial Services
Experience
Reinsurance Group of America, Incorporated April 2015 - Present
Citadel Trust Advisors September 2007 - April 2015
nROLL Inc. June 2005 - April 2007
Spetner Associates Inc. March 2003 - May 2005
MetLife May 1999 - February 2003
NaviSys January 1999 - May 1999
Moneta Group September 1997 - December 1998
Custom Administration Services Co., L.P. (CASCO) February 1995 - September 1997
Spetner Associates Inc. October 1983 - January 1995
Skills
ILIT Management, Project Management, Testing, Insurance, Business Analysis, SDLC
Education
St. Louis Community College 1980 — 1982
General Studies
Fox Senior High School
Reinsurance Group of America, Incorporated April 2015 - Present
Citadel Trust Advisors September 2007 - April 2015
nROLL Inc. June 2005 - April 2007
Spetner Associates Inc. March 2003 - May 2005
MetLife May 1999 - February 2003
NaviSys January 1999 - May 1999
Moneta Group September 1997 - December 1998
Custom Administration Services Co., L.P. (CASCO) February 1995 - September 1997
Spetner Associates Inc. October 1983 - January 1995
Skills
ILIT Management, Project Management, Testing, Insurance, Business Analysis, SDLC
Education
St. Louis Community College 1980 — 1982
General Studies
Fox Senior High School
Michelle Washburn's Moneta Group Experience October 2014 - Present
Job Accountant at Moneta Group, LLC
Industry Financial Services
Experience
Moneta Group October 2014 - Present
Hautly Cheese Company, Inc. October 2012 - October 2014
Education
Illinois Wesleyan University
Moneta Group October 2014 - Present
Hautly Cheese Company, Inc. October 2012 - October 2014
Education
Illinois Wesleyan University
Sample Profile's Moneta Group Experience 1980 - 1990
Job Client Services Manager at Moneta Group
Industry Financial Services
Experience
Moneta Group 1980 - 1990
Education
Saint Louis University
Bachelor of Science (BS), Finance
Moneta Group 1980 - 1990
Education
Saint Louis University
Bachelor of Science (BS), Finance