Sheaff Brock Investment Advisors
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Sheaff Brock Investment Advisors Employees
Sheaff Brock Investment Advisors September 2010 - Present
Sheaff Brock Investment Advisors September 2010 - Present
Paine Webber 1999 - 2000
Munder Capital Management 1997 - 1999
Duff & Phelps Investment Management Co. December 1993 - April 1997
Education
Purdue University
Sheaff Brock Investment Advisors September 2015 - Present
Morning Dove Therapeutic Riding, Inc. November 2011 - Present
CFA Institute 2010 - Present
JR Humphreys May 2015 - August 2015
BKD Wealth Advisors September 2003 - May 2015
United Bankshares August 2000 - September 2003
Charles Schwab 1995 - 2000
Skills
Investments, Alternative Investments, High Net Worth..., Options, Wealth Management, Asset Management, Portfolio Management, Equities, Equity Research
Education
Marshall University 1985 — 1990
BBA, finance
Eli Lilly and Company June 2012 - Present
Simon Property Group November 2011 - May 2012
Sheaff Brock Investment Advisors August 2011 - April 2012
Food Export Association of the Midwest May 2011 - August 2011
Skills
Marketing, Marketing Strategy, Marketing Communications, Event Planning, Public Relations, Event Management, Market Research, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Strategic Planning, Microsoft Word, Social Media Marketing, Public Speaking, Budgets, Access, Social Media, Spanish, Email Marketing, Social Networking, Facebook, Digital Marketing, Data Analysis, Blogging
Education
Butler University 2008 — 2012
Bachelor's, International Business and Marketing
University of Nicosia 2011 — 2011
Study Abroad, Global Business
Universitat Pompeu Fabra 2009 — 2009
Study Abroad, European Business
Zurich North America June 2014 - Present
Sheaff Brock Investment Advisors August 2013 - May 2014
Gregory & Appel Insurance June 2013 - August 2013
Assist Marketing November 2012 - April 2013
Delta Tau Delta October 2011 - May 2012
Skills
Public Speaking, Written Communication, Event Planning, Marketing, Social Media, Microsoft Excel, PowerPoint, Microsoft Office, Photoshop, Event Management, Prospect Research, Market Research, Customer Service, Facebook, Advertising, Sales, Management, Social Media Marketing
Education
Butler University 2010 — 2014
Bachelor's degree, Marketing, Psychology, Senior
Sheaff Brock Investment Advisors March 2014 - Present
Fidelity Investments October 2012 - June 2013
AssetMark June 2007 - September 2011
Principal Financial Group 2004 - 2006
Skills
Financial Planning, Insurance, Securities, Asset Management, Customer Relations, Cold Calling, Series 6, Mutual Funds, Wealth Management, Series 63, Banking, Group Benefits, Asset Allocation, Client Service, Wholesaling, Series 7, Investments, Finance, Relationship Management, Series 65, FINRA, Strategic Financial..., Financial Services, Employee Benefits, Management, Retirement Planning, Wholesale, Retirement, Financial Advisory, Life Insurance, Fixed Annuities, Sales, Portfolio Management, Disability Insurance, Training, 401k, Customer Service, Investment Strategies, Alternative Investments, Uniform Combined State..., Equities, Investment Advisory, IRAs, Long-term Care, Estate Planning, Health Insurance, Pensions, ETFs, Wealth Management..., Client Services
Education
California State University-Los Angeles 1993 — 1997
Sociology
Alverno High School
Cal Poly San Luis Obispo
Indiana University Health July 2014 - Present
Indiana University Health October 2013 - July 2014
Abelard Construction, Inc. July 2013 - October 2013
Indiana University Health June 2010 - October 2013
Sheaff Brock Investment Advisors January 2013 - June 2013
Hoosier Oncology Group September 2012 - December 2012
Skills
Hospitals, Management, Clinical Trials, Microsoft Office, Customer Service, Public Speaking, Clinical Research, PowerPoint, Market Research, Pharmacy, Healthcare, Marketing
Education
Butler University 2009 — 2013
Bachelor of Science (B.S.), Marketing/Chemistry Minor
Sheaff Brock Investment Advisors July 2012 - Present
Affinity Wealth Management, Inc. May 2011 - April 2012
Raymond James & Associates, Inc. April 2010 - February 2011
Ameriprise Financial November 2008 - November 2009
Charles Schwab & Co., Inc. March 1987 - December 2006
Skills
Wealth Management, Strategic Financial..., Investments, Management, Mutual Funds, Securities, Financial Services, Business Development, Leadership, Banking, Financial Advisory
Education
Temple University 1981 — 1984
BA Management, Business Administration
West Chester University of Pennsylvania 1978 — 1981
Business Administration
Sheaff Brock Investment Advisors June 2013 - Present
Crystal Flash 2010 - Present
KK sales 1996 - Present
Ranac Computer Corp 2009 - January 2015
Skills
Strategic Planning, Budgets, Payroll, New Business Development, Healthcare, Team Building, Process Improvement, Negotiation, Management, Account Management, Mergers & Acquisitions
Education
Indiana University Bloomington 1973 — 1977
bs, accounting
Sheaff Brock Investment Advisors November 2001 - Present
Education
Miami University
Sheaff Brock Investment Advisors June 2011 - Present
Skills
New Business Development, Mutual Funds, Negotiation, Strategic Planning, Budgets, Team Building, Corporate Finance, Marketing Strategy, Marketing Communications, Financial Structuring, Cash Flow
Education
University of Chicago Graduate School of Business 1960 — 1962
Purdue University 1955 — 1960
B.S., Industrial Economics