Prosperity Capital Advisors

Prosperity Capital Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Prosperity Capital Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Prosperity Capital Advisors Salaries. You can even request information on how much does Prosperity Capital Advisors pay if you want to. Learn about salaries, pros and cons of working for Prosperity Capital Advisors directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

12 Prosperity Capital Advisors employees in database. Find out everything there's to know about Prosperity Capital Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Prosperity Capital Advisors Employees

Employee
Years
Job
Industry
Barb Sawyer Barb Sawyer Cleveland/Akron, Ohio Area Details
Barb Sawyer's Prosperity Capital Advisors Experience October 2012 - Present
Job Advisor Services Manager at Prosperity Capital Advisors
Industry Financial Services
Experience
Prosperity Capital Advisors   October 2012 - Present
Baker & Co., Incorporated   August 1994 - October 2012

Skills
Time Management, Customer Service, Multi Tasking, Financial Services, Thompson One

Education
Cleveland State University   1998 — 2001
Bachelor of Business Administration (BBA), Finance

Preston Weaver, MS Preston Weaver, MS Sulphur Springs, Texas Details
Preston Weaver, MS's Prosperity Capital Advisors Experience May 2014 - August 2014
Job Intern at Prosperity Capital Advisors
Industry Financial Services
Experience
Feliciano Financial Group  May 2015 - Present
Prosperity Capital Advisors   May 2014 - August 2014
Mike Mills Wealth Management, LLC   May 2013 - August 2013
VITA  January 2013 - April 2013
Town and Country Cleaners   June 2008 - July 2012

Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Outlook, Financial Analysis, Teamwork, Research, Social Media, Public Speaking, Time Management, Technology, Insurance, Investments

Education
Texas Tech University   2013 — 2015
Master's Degree, Personal Financial Planning

Texas Tech University   2010 — 2013
Bachelor's Degree, Personal Financial Planning

Paris Junior College   2009 — 2010
Dual credit classes

Timothy Marcinek, AIF® Timothy Marcinek, AIF® Westlake, Ohio Details
Timothy Marcinek, AIF®'s Prosperity Capital Advisors Experience March 2011 - October 2012
Job Financial Planner at Cornerstone Wealth Management
Industry Financial Services
Experience
Cornerstone Wealth Management  March 2014 - Present
Clarity 2 Prosperity Advisory Group & Prosperity Capital Advisors   October 2012 - March 2014
Prosperity Capital Advisors   March 2011 - October 2012
Hill Financial Group   March 2008 - December 2010
Cornerstone Capital Advisors  June 2004 - March 2008
National City Bank  1994 - 1997
National City Bank  1994 - 1997

Skills
Financial Planning, Wealth Management, RIA, High Net Worth..., Investment Advisory, Income Tax, Tax Preparation, Portfolio Management, Retirement Planning, Asset Allocation, Investment Operations, Financial Technology, Investments, Asset Management, Strategic Financial...

Education
Cleveland State University   1994 — 1998
Bachelors, Business Administration - Accounting

John Carroll University   1992 — 1994

St. Ignatius High School   1988 — 1992
High School

Wayne Barker, ChFC® Wayne Barker, ChFC® Cleveland/Akron, Ohio Area Details
Wayne Barker, ChFC®'s Prosperity Capital Advisors Experience May 2015 - Present
Job
Industry Investment Management
Experience
Prosperity Capital Advisors   May 2015 - Present
True Wealth Design   October 2014 - May 2015
Prosperity Capital Advisors   April 2011 - October 2014
Huntington National Bank  July 2007 - April 2011
Sky Trust   May 1999 - June 2007
Key Bank  April 1998 - April 1999
Invacare  April 1997 - April 1998
National City Bank  June 1990 - April 1997

Skills
Portfolio Management, Financial Planning, Investment Management, Securities Trading, Investment Modeling, Investment Strategies, Investment Advisor..., Wealth Management, Public Funds Management, Institutional Asset..., Asset Allocation

Education
Baldwin-Wallace College
Bachelor of Arts (B.A.)

The American College
Certificate

Hondros College
Certificate

David Alison David Alison Cleveland/Akron, Ohio Area Details
David Alison's Prosperity Capital Advisors Experience January 2011 - Present
Job Founding Partner | Chief Sales Officer
Industry Financial Services
Experience
Clarity 2 Prosperity Mastermind Group   January 2011 - Present
Prosperity Capital Advisors   January 2011 - Present
USA Tax & Insurance Services, Inc.   June 2006 - January 2011

Skills
Investments, Strategic Financial..., Fixed Annuities, Financial Advisory, Insurance, Marketing, New Business Development, Sales, Wealth Management, Financial Planning, Sales Process..., Business Process, Practice Management, Income Distribution, Annuities

Education
Bowling Green State University   2002 — 2006
Bachelor of Science, Finance

Blake Hill Blake Hill Saint Louis, Missouri Details
Blake Hill's Prosperity Capital Advisors Experience June 2011 - August 2011
Job Senior Investment Consulting Analyst at Mercer Investments
Industry Investment Management
Experience
Mercer Investments  April 2013 - Present
Wells Fargo Advisors  April 2012 - April 2013
Prosperity Capital Advisors   June 2011 - August 2011
Wells Fargo Advisors  February 2011 - June 2011
Wells Fargo Advisors  June 2009 - August 2009

Education
Indiana University - Kelley School of Business   2007 — 2011
Bachelor of Science, Finance

Don Chamberlin III, CFP®, AWMA® Don Chamberlin III, CFP®, AWMA® Greater St. Louis Area Details
Don Chamberlin III, CFP®, AWMA®'s Prosperity Capital Advisors Experience April 2011 - Present
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Chamberlin Financial Planning, Inc.   January 2012 - Present
Prosperity Capital Advisors   April 2011 - Present
The Chamberlin Group   June 2005 - Present
American Investment Services   October 2009 - March 2011
USA Tax & Insurance Services, Inc.   July 2007 - March 2011

Skills
Holistic Financial..., Wealth Management, Investment Advisory..., Tactical Asset..., Portfolio Management, Investment Strategies, Tax-advantaged..., Retirement Planning, Risk Management, Mutual Funds, Personal Finance, 401k Rollovers, Wealth Accumulation, Income Protection, Financial Goals

Education
College for Financial Planning   2011 — 2014
Certified Financial Planner, Financial Planning & Wealth Management

College for Financial Planning   2011 — 2011
AWMA®, Financial Planning & Wealth Management

Principia College   2003 — 2007
Business Administration, Finance

Hinsdale Central High School   1999 — 2001

Dana Hastings, CFP, ChFC, MBA, MS, RICP Dana Hastings, CFP, ChFC, MBA, MS, RICP Cleveland/Akron, Ohio Area Details
Dana Hastings, CFP, ChFC, MBA, MS, RICP's Prosperity Capital Advisors Experience July 2013 - Present
Job Vice President, Business Development at Prosperity Capital Advisors
Industry Financial Services
Experience
Prosperity Capital Advisors   July 2013 - Present
Thomas McDonald Partners, LLC   June 2009 - July 2013
UBS (fomerly Key/McDonald Investments)   February 2007 - August 2008
KeyBank/MCDonald Investments   January 2000 - February 2007
Mercer Global Advisors  1995 - 2000
IMG  1989 - 1994

Skills
Financial Planning, Investments, Financial Services, Investment Advisory, Retirement, Investment Management, High Net Worth..., Wealth Management, Retirement Planning, Portfolio Management, Asset Allocation, Financial Advisory, Mutual Funds, Personal Financial...

Education
The American College   2013 — 2015
RICP Certification, Retirement Income Planning

College For Financial Planning Denver, CO   1993 — 1997
MS, Financial Planning

Baldwin Wallace   1988 — 1990
MBA, Master's of Business Adminiistration

University of Mount Union   1979 — 1984
Business w/ Concentration in Finance, Psychology

Canton Central Catholic   1975 — 1979
College Prep

Clinton Pelfrey Clinton Pelfrey Westlake, Ohio Details
Clinton Pelfrey's Prosperity Capital Advisors Experience May 2011 - Present
Job President & Chief Investment Officer & CCO | Partner Prosperity Capital Advisor
Industry Investment Management
Experience
Prosperity Capital Advisors   May 2011 - Present
C2P Advisory Group   May 2011 - Present
Huntington National Bank  July 2007 - May 2011
Sky Trust, N.A.   January 2000 - July 2007
Mahoning National Bank  October 1995 - January 2000
Mellon Private Asset Management  1993 - 1995
PNC Bank  1989 - 1993

Skills
Portfolio Management, Banking, Asset Managment, Treasury Management, Wealth Management, Equities, Asset Allocation, Investments, Mutual Funds, Fixed Income, Fixed Annuities, Investment Advisory, Investment Management, Finance, Asset Management, Strategic Financial..., Securities, Investment Strategies, Alternative Investments, Retirement Planning, 401k, IRAs, Financial Advisory, Retirement

Education
Widener University - Graduate School of Business   1990 — 1993
MBA, Economics

The Ohio State University   1984 — 1988
BSBA, Finance

Michael Perhne, CFP®, AWMA® Michael Perhne, CFP®, AWMA® Westlake, Ohio Details
Michael Perhne, CFP®, AWMA®'s Prosperity Capital Advisors Experience August 2014 - Present
Job Director of Business Development at Clarity 2 Prosperity Mastermind Group
Industry Investment Management
Experience
Prosperity Capital Advisors   August 2014 - Present
Clarity 2 Prosperity Mastermind Group   August 2014 - Present
Argent Wealth Advisors   January 2013 - Present
Strategic Wealth Partners  July 2010 - October 2012
Perhne Investment Counsel   January 2004 - July 2010
Charles Schwab  December 1990 - December 2004

Skills
Retirement Planning, Strategic Financial..., Investments, Wealth Management, Estate Planning, Retirement Income...

Education
College for Financial Planning
CFP

Matthew Foster Matthew Foster Cleveland, Ohio Details
Matthew Foster's Prosperity Capital Advisors Experience June 2014 - February 2015
Job Investment Services at PNC
Industry Financial Services
Experience
PNC  March 2015 - Present
Prosperity Capital Advisors   June 2014 - February 2015
Adaptive Global Holdings LLC   October 2011 - June 2014

Education
Kent State University
Economics, International Economics