Prosperity Capital Advisors
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Prosperity Capital Advisors Employees
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
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
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
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
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
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
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
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
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
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
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