Stratos Wealth Partners
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Stratos Wealth Partners Employees
Employee
Years
Job
Industry
Bob Heksch Bob Heksch's Stratos Wealth Partners Experience January 2009 - Present
Job Wealth Advisor at Stratos Wealth Partners
Industry Financial Services
Experience
Stratos Wealth Partners January 2009 - Present
Silver Mountain Capital Partners November 2003 - January 2009
Aspen Management Group November 1996 - November 2003
CIgna Financial Advisors May 1989 - November 1996
Skills
Retirement Planning, Series 7, Wealth Management, Mutual Funds, Estate Planning, Investments, Strategic Financial..., Asset Management, Investment Advisory, Insurance, Investment Strategies, Financial Advisory, Fixed Annuities, Portfolio Management, Retirement, Investment Management
Education
Arizona State University 1981 — 1982
Master of Business Administration (MBA), Finance, General
The Ohio State University 1978 — 1981
Bachelor of Science (B.S.), Finance, General
Stratos Wealth Partners January 2009 - Present
Silver Mountain Capital Partners November 2003 - January 2009
Aspen Management Group November 1996 - November 2003
CIgna Financial Advisors May 1989 - November 1996
Skills
Retirement Planning, Series 7, Wealth Management, Mutual Funds, Estate Planning, Investments, Strategic Financial..., Asset Management, Investment Advisory, Insurance, Investment Strategies, Financial Advisory, Fixed Annuities, Portfolio Management, Retirement, Investment Management
Education
Arizona State University 1981 — 1982
Master of Business Administration (MBA), Finance, General
The Ohio State University 1978 — 1981
Bachelor of Science (B.S.), Finance, General
Christina Deltondo Christina Deltondo's Stratos Wealth Partners Experience February 2013 - July 2013
Job Substitute Teacher
Industry Retail
Experience
Garden Grove Unified School District February 2015 - Present
American Apparel August 2013 - May 2014
Stratos Wealth Partners February 2013 - July 2013
Quiksilver August 2012 - February 2013
Crab Pot Restaurant January 2012 - November 2012
West Anaheim Medical Center January 2010 - May 2010
Skills
Social Media, Microsoft Excel, Public Speaking, PowerPoint, Microsoft Word, Marketing, Research, Marketing Communications, Microsoft Office, Customer Service, Press Releases, Creative Writing, Data Entry, Teamwork, Facebook, Social Networking, Editing, Retail, Trade Shows, Vinyl Application
Education
California State University-Long Beach 2008 — 2012
Bachelor of Arts (B.A.), Communication Studies, 3.5 GPA
Sunny Hills High School 2003 — 2007
Garden Grove Unified School District February 2015 - Present
American Apparel August 2013 - May 2014
Stratos Wealth Partners February 2013 - July 2013
Quiksilver August 2012 - February 2013
Crab Pot Restaurant January 2012 - November 2012
West Anaheim Medical Center January 2010 - May 2010
Skills
Social Media, Microsoft Excel, Public Speaking, PowerPoint, Microsoft Word, Marketing, Research, Marketing Communications, Microsoft Office, Customer Service, Press Releases, Creative Writing, Data Entry, Teamwork, Facebook, Social Networking, Editing, Retail, Trade Shows, Vinyl Application
Education
California State University-Long Beach 2008 — 2012
Bachelor of Arts (B.A.), Communication Studies, 3.5 GPA
Sunny Hills High School 2003 — 2007
Richard Gibson Jr. Richard Gibson Jr.'s Stratos Wealth Partners Experience September 2014 - Present
Job Partner & Wealth Advisor at Stratos Wealth Partners
Industry Financial Services
Experience
Stratos Wealth Partners September 2014 - Present
Wells Fargo Advisors, LLC March 2007 - September 2014
UnionBanc Investment Services January 2005 - March 2007
USBancorp Investments July 2000 - November 2004
Skills
Investments, Retirement, Finance, Investment Strategies, Retirement Planning, Series 7, Insurance, Wealth Management, Asset Allocation, Mutual Funds
Education
Loyola Marymount University 1994 — 1996
Bachelor of Arts (B.A.), Magna Cum Laude, History
Stratos Wealth Partners September 2014 - Present
Wells Fargo Advisors, LLC March 2007 - September 2014
UnionBanc Investment Services January 2005 - March 2007
USBancorp Investments July 2000 - November 2004
Skills
Investments, Retirement, Finance, Investment Strategies, Retirement Planning, Series 7, Insurance, Wealth Management, Asset Allocation, Mutual Funds
Education
Loyola Marymount University 1994 — 1996
Bachelor of Arts (B.A.), Magna Cum Laude, History
Jeremy Thompson, CFP® Jeremy Thompson, CFP®'s Stratos Wealth Partners Experience September 2012 - Present
Job Partner / Wealth Advisor at Stratos Wealth Partners
Industry Financial Services
Experience
Stratos Wealth Partners September 2012 - Present
Lincoln Financial Group August 2001 - September 2012
Skills
Retirement Planning, Wealth Management, Investments, Wealth, Estate Planning, Retirement, Investment Advisory, Risk Management Planning, Retirement Income..., Investment Planning, Business Succession..., Tax Mitigation..., Fixed Annuities, Finance, Series 7, Succession Planning, 401k, Financial Advisory, Mutual Funds
Education
Ohio Northern University 1996 — 2000
Bachelor of Science (BS), Business Administration
Van Buren High School
Stratos Wealth Partners September 2012 - Present
Lincoln Financial Group August 2001 - September 2012
Skills
Retirement Planning, Wealth Management, Investments, Wealth, Estate Planning, Retirement, Investment Advisory, Risk Management Planning, Retirement Income..., Investment Planning, Business Succession..., Tax Mitigation..., Fixed Annuities, Finance, Series 7, Succession Planning, 401k, Financial Advisory, Mutual Funds
Education
Ohio Northern University 1996 — 2000
Bachelor of Science (BS), Business Administration
Van Buren High School
Chris Petty Chris Petty's Stratos Wealth Partners Experience May 2013 - March 2015
Job Owner at Budget Blinds of Lexington
Industry Financial Services
Experience
Budget Blinds of Lexington April 2015 - Present
Citadel Holdings, LLC March 2015 - Present
Stratos Wealth Partners May 2013 - March 2015
Merrill Lynch September 2010 - May 2013
United States Army June 2009 - September 2010
US Army March 2008 - June 2009
US Army May 2007 - March 2008
Skills
Small Business, Marketing, Leadership, Sales, Business Development, Management, Networking
Education
The Citadel 2002 — 2006
BA, Business Administration
Troy University
MS, International Relations
Budget Blinds of Lexington April 2015 - Present
Citadel Holdings, LLC March 2015 - Present
Stratos Wealth Partners May 2013 - March 2015
Merrill Lynch September 2010 - May 2013
United States Army June 2009 - September 2010
US Army March 2008 - June 2009
US Army May 2007 - March 2008
Skills
Small Business, Marketing, Leadership, Sales, Business Development, Management, Networking
Education
The Citadel 2002 — 2006
BA, Business Administration
Troy University
MS, International Relations
Chad Tom Chad Tom's Stratos Wealth Partners Experience January 2015 - Present
Job Partner and Wealth Advisor at Stratos Wealth Partners
Industry Investment Management
Experience
Stratos Wealth Partners January 2015 - Present
Huntington National Bank May 2006 - January 2015
Century National Bank August 1999 - May 2006
Skills
Estate Planning, Investments, High Net Worth..., Wealth Management, Mutual Funds, Banking, Finance, Retirement, Wealth, FINRA, Series 6, Customer Service, Financial Analysis, Management, Financial Planning
Education
Boston University 2011 — 2013
Certificate in Financial Planning
University of Mount Union 1993 — 1997
Business Finance, Finance and Economics
Stratos Wealth Partners January 2015 - Present
Huntington National Bank May 2006 - January 2015
Century National Bank August 1999 - May 2006
Skills
Estate Planning, Investments, High Net Worth..., Wealth Management, Mutual Funds, Banking, Finance, Retirement, Wealth, FINRA, Series 6, Customer Service, Financial Analysis, Management, Financial Planning
Education
Boston University 2011 — 2013
Certificate in Financial Planning
University of Mount Union 1993 — 1997
Business Finance, Finance and Economics
Cheryl Hirgelt's Stratos Wealth Partners Experience March 2015 - Present
Job Stratos Wealth Partners
Industry Financial Services
Experience
Stratos Wealth Partners March 2015 - Present
Pioneer Environmental Systems, Inc. July 2007 - March 2015
GH Metalwerks, LLC. 2002 - 2007
CHCS Services, Inc. 2000 - 2002
Skills
Office Management, Accounts Payable, Accounts Receivable, Inside Sales, Payroll, Benefits Administration, Recruitment/Retention, Staff Management, Employee Relations, Account Management, Purchasing, Administrative Support, Time Management, Administrative..., Analysis, Interviews, Sales, Invoicing, Human Resources, Negotiation, Leadership Development, Management, Process Scheduler, Recruiting, Customer Service, Leadership, Personnel Management, Policy, Team Building, Insurance, System Administration, Budgets, Accounting, Hiring, Spreadsheets, Team Leadership, Access, Outlook, Training, Administration
Education
Florida College of Natural Health
A.A, Natural Health
Kent State University
Business Management
Stratos Wealth Partners March 2015 - Present
Pioneer Environmental Systems, Inc. July 2007 - March 2015
GH Metalwerks, LLC. 2002 - 2007
CHCS Services, Inc. 2000 - 2002
Skills
Office Management, Accounts Payable, Accounts Receivable, Inside Sales, Payroll, Benefits Administration, Recruitment/Retention, Staff Management, Employee Relations, Account Management, Purchasing, Administrative Support, Time Management, Administrative..., Analysis, Interviews, Sales, Invoicing, Human Resources, Negotiation, Leadership Development, Management, Process Scheduler, Recruiting, Customer Service, Leadership, Personnel Management, Policy, Team Building, Insurance, System Administration, Budgets, Accounting, Hiring, Spreadsheets, Team Leadership, Access, Outlook, Training, Administration
Education
Florida College of Natural Health
A.A, Natural Health
Kent State University
Business Management
Greg David's Stratos Wealth Partners Experience June 2012 - Present
Job Founding Partner & Wealth Advisor at Stratos Wealth Partners
Industry Financial Services
Experience
Stratos Wealth Partners June 2012 - Present
Wells Fargo Advisors February 2007 - May 2012
A.G. Edwards & Sons, Inc. 2005 - February 2007
Edward Jones 2000 - 2005
Skills
Retirement Savings, Retirement Planning, Investment Advisory, Wealth Management, Multi-generational..., Strategic Financial...
Education
Baylor University 1988 — 1993
Bachelor of Arts (BA), Business
Stratos Wealth Partners June 2012 - Present
Wells Fargo Advisors February 2007 - May 2012
A.G. Edwards & Sons, Inc. 2005 - February 2007
Edward Jones 2000 - 2005
Skills
Retirement Savings, Retirement Planning, Investment Advisory, Wealth Management, Multi-generational..., Strategic Financial...
Education
Baylor University 1988 — 1993
Bachelor of Arts (BA), Business
Cale Garverick Cale Garverick's Stratos Wealth Partners Experience June 2011 - August 2011
Job Health Care Investment Banker at Cowen and Company
Industry Investment Banking
Experience
Cowen and Company June 2015 - Present
Wedbush Securities July 2013 - May 2015
OrbiMed Advisors June 2012 - August 2012
Stratos Wealth Partners June 2011 - August 2011
Skills
Management, Analysis, Investments, Private Equity, Biotechnology, Time Management, Finance, Economics, Bloomberg, Microsoft Excel, PowerPoint, Financial Analysis
Education
Denison University 2009 — 2013
Bachelor's Degree, Economics, Communication
Cowen and Company June 2015 - Present
Wedbush Securities July 2013 - May 2015
OrbiMed Advisors June 2012 - August 2012
Stratos Wealth Partners June 2011 - August 2011
Skills
Management, Analysis, Investments, Private Equity, Biotechnology, Time Management, Finance, Economics, Bloomberg, Microsoft Excel, PowerPoint, Financial Analysis
Education
Denison University 2009 — 2013
Bachelor's Degree, Economics, Communication
David Rummage David Rummage's Stratos Wealth Partners Experience January 2010 - August 2010
Job Sales Representative: Anesthesia, Patient Monitoring & Ultrasound at Mindray (Formerly Datascope)
Industry Medical Devices
Experience
Mindray September 2014 - Present
Internet Matrix, Inc. February 2012 - August 2014
Cbeyond June 2011 - December 2011
Gringos Cantina December 2006 - June 2011
Stratos Wealth Partners January 2010 - August 2010
Skills
People Skills, Organization, Information Quality, Salesforce.com, Solution Selling, Social Media Marketing, Investments, Market Research, Online Advertising, Microsoft Office, Strategic Financial..., Insurance, Social Networking, Social Media, Business, Selling, Cold Calling, PPC, Sales, SEM, Web Marketing, Google Adwords, Website Development, E-commerce, B2B, Sales Operations, Marketing, Online Marketing, SEO, Email Marketing, Lead Generation, Time Management, Leadership, Direct Sales, Account Management, Google Analytics, Sales Process, Product Marketing, Sales Presentations, CRM, Advertising, Direct Marketing, Web Analytics, Marketing Communications, Digital Marketing, Marketing Strategy, Sales Management, Business Development, Marketing Research, Trade Shows
Education
Alliant International University-San Diego Scripps Ranch 2007 — 2011
BA, Business Administration
Livermore High
Mindray September 2014 - Present
Internet Matrix, Inc. February 2012 - August 2014
Cbeyond June 2011 - December 2011
Gringos Cantina December 2006 - June 2011
Stratos Wealth Partners January 2010 - August 2010
Skills
People Skills, Organization, Information Quality, Salesforce.com, Solution Selling, Social Media Marketing, Investments, Market Research, Online Advertising, Microsoft Office, Strategic Financial..., Insurance, Social Networking, Social Media, Business, Selling, Cold Calling, PPC, Sales, SEM, Web Marketing, Google Adwords, Website Development, E-commerce, B2B, Sales Operations, Marketing, Online Marketing, SEO, Email Marketing, Lead Generation, Time Management, Leadership, Direct Sales, Account Management, Google Analytics, Sales Process, Product Marketing, Sales Presentations, CRM, Advertising, Direct Marketing, Web Analytics, Marketing Communications, Digital Marketing, Marketing Strategy, Sales Management, Business Development, Marketing Research, Trade Shows
Education
Alliant International University-San Diego Scripps Ranch 2007 — 2011
BA, Business Administration
Livermore High
James Lupica's Stratos Wealth Partners Experience October 2008 - Present
Job Member Board of Trustees at Evangel University
Industry Financial Services
Experience
Evangel University December 2014 - Present
Stratos Wealth Partners October 2008 - Present
LPL Financial Services October 2008 - Present
Emerge Counseling Services 1989 - Present
Wachovia Securities July 1991 - August 2008
Skills
Series 7, Wealth Management, Securities, Investments, Retirement Planning, Wealth, Estate Planning, Retirement, Financial Advisory, Finance, Mutual Funds, 401k, Asset Allocation, Investment Advisory, Small Business, FINRA, Fixed Annuities, Succession Planning, Strategic Financial..., Mergers & Acquisitions, Investment Strategies, Financial Planners, Series 63, Alternative Investments, ETFs, Asset Management, Investment Management, Wealth Management..., IRAs, Portfolio Management, Personal Finance, Series 65, Bonds, Equities, Long-term Care, Financial Services, Life Insurance, High Net Worth..., Pensions, 401k Rollovers, Personal Financial..., Management, Insurance, Financial Analysis, Risk Management, Fixed Income
Education
Baldwin Wallace University 1977 — 1979
MBA, Business Management
Evangel University 1966 — 1970
BBA, Accounting Major/ Business Management& Economis Minor
Evangel University December 2014 - Present
Stratos Wealth Partners October 2008 - Present
LPL Financial Services October 2008 - Present
Emerge Counseling Services 1989 - Present
Wachovia Securities July 1991 - August 2008
Skills
Series 7, Wealth Management, Securities, Investments, Retirement Planning, Wealth, Estate Planning, Retirement, Financial Advisory, Finance, Mutual Funds, 401k, Asset Allocation, Investment Advisory, Small Business, FINRA, Fixed Annuities, Succession Planning, Strategic Financial..., Mergers & Acquisitions, Investment Strategies, Financial Planners, Series 63, Alternative Investments, ETFs, Asset Management, Investment Management, Wealth Management..., IRAs, Portfolio Management, Personal Finance, Series 65, Bonds, Equities, Long-term Care, Financial Services, Life Insurance, High Net Worth..., Pensions, 401k Rollovers, Personal Financial..., Management, Insurance, Financial Analysis, Risk Management, Fixed Income
Education
Baldwin Wallace University 1977 — 1979
MBA, Business Management
Evangel University 1966 — 1970
BBA, Accounting Major/ Business Management& Economis Minor
Art McAuley's Stratos Wealth Partners Experience June 2012 - Present
Job Partner/ Wealth Advisor/Facilitator
Industry Financial Services
Experience
Stratos Wealth Partners June 2012 - Present
Private Wealth Advisors March 2007 - May 2012
PNC 2001 - 2007
CBRE March 1996 - August 2001
Skills
Wealth Management, Wealth Preservation..., Commercial Real Estate, Estate Planning, Real Estate, Investments, Finance, Asset Allocation, Brokerage, Mutual Funds, Strategic Financial..., Loans, Asset Management, Wealth, Insurance, Investment Strategies, Asset Managment, Series 7, Securities, Portfolio Management, Pensions, Small Business, Investment Advisory, Alternative Investments, Investment Management, Retirement, Financial Advisory, Retirement Planning
Education
Grove City College 1966 — 1970
BA Business: Pepperdine University MBA Program, Marketing and Finance
Central Catholic HS
Stratos Wealth Partners June 2012 - Present
Private Wealth Advisors March 2007 - May 2012
PNC 2001 - 2007
CBRE March 1996 - August 2001
Skills
Wealth Management, Wealth Preservation..., Commercial Real Estate, Estate Planning, Real Estate, Investments, Finance, Asset Allocation, Brokerage, Mutual Funds, Strategic Financial..., Loans, Asset Management, Wealth, Insurance, Investment Strategies, Asset Managment, Series 7, Securities, Portfolio Management, Pensions, Small Business, Investment Advisory, Alternative Investments, Investment Management, Retirement, Financial Advisory, Retirement Planning
Education
Grove City College 1966 — 1970
BA Business: Pepperdine University MBA Program, Marketing and Finance
Central Catholic HS
Matt O'Bryon Matt O'Bryon's Stratos Wealth Partners Experience January 2011 - Present
Job Lead Portfolio Manager Fundamentum Value
Industry Investment Management
Experience
Stratos Wealth Partners January 2011 - Present
Stratos Wealth Partners October 2008 - Present
Lincoln Financial Advisors October 2006 - November 2008
Asset Managment Consultants January 2003 - January 2005
Skills
Investments, Portfolio Management, Mutual Funds, Asset Management, Series 7, Securities, GIPS, GIPS Compliance, Due Diligence, Investment Portfolio..., Model Portfolios
Education
Cleveland State University 2008 — 2010
Bachelor's, Finance - Investment Management
Indiana University Bloomington 2004 — 2006
Investments and Securities
Stratos Wealth Partners January 2011 - Present
Stratos Wealth Partners October 2008 - Present
Lincoln Financial Advisors October 2006 - November 2008
Asset Managment Consultants January 2003 - January 2005
Skills
Investments, Portfolio Management, Mutual Funds, Asset Management, Series 7, Securities, GIPS, GIPS Compliance, Due Diligence, Investment Portfolio..., Model Portfolios
Education
Cleveland State University 2008 — 2010
Bachelor's, Finance - Investment Management
Indiana University Bloomington 2004 — 2006
Investments and Securities
Kay AuWerter's Stratos Wealth Partners Experience August 2012 - Present
Job Financial Advisor, Stratos Wealth Partners, Hudson, OH. Phone: 2342005412 or (Cell) 4405472742
Industry Financial Services
Experience
Stratos Wealth Partners August 2012 - Present
Kennard Financial Services, 2011 - September 2012
Edward Jones February 2009 - September 2011
AXA Advisors December 2007 - February 2009
Progressive Insurance May 1987 - November 2005
Skills
Estate Planning, Retirement Planning, IRAs, Investments, Financial Analysis, Financial Planning, Life Insurance..., Life Insurance, Long Term Care, Annuity Sales, Client Education, Disability Insurance, Non-profit fund raising, Commercial Insurance, College Savings Plans, Fixed Annuities, Retirement, Wealth Management, Financial Advisory
Education
Purdue University
Bachelor of Science, Hospitality Management
Kent State University
MBA, Finance
Stratos Wealth Partners August 2012 - Present
Kennard Financial Services, 2011 - September 2012
Edward Jones February 2009 - September 2011
AXA Advisors December 2007 - February 2009
Progressive Insurance May 1987 - November 2005
Skills
Estate Planning, Retirement Planning, IRAs, Investments, Financial Analysis, Financial Planning, Life Insurance..., Life Insurance, Long Term Care, Annuity Sales, Client Education, Disability Insurance, Non-profit fund raising, Commercial Insurance, College Savings Plans, Fixed Annuities, Retirement, Wealth Management, Financial Advisory
Education
Purdue University
Bachelor of Science, Hospitality Management
Kent State University
MBA, Finance
Blake N. Rawson, CFP®, CIMA® Blake N. Rawson, CFP®, CIMA®'s Stratos Wealth Partners Experience September 2010 - Present
Job Managing Partner at Stratos Wealth Partners
Industry Financial Services
Experience
Stratos Wealth Partners September 2010 - Present
Skills
Retirement Planning, Series 7, CERTIFIED FINANCIAL..., Certified Investment..., Wealth, Strategic Financial..., Estate Planning, Retirement, Asset Management, Financial Services, Wealth Management, Financial Advisory, Alternative Investments, Securities, Investment Strategies, 401k, Series 63, Investment Advisory, Financial Planners, Personal Finance
Education
Wharton School, University of Pennsylvania
CIMA®
University of Akron
CFP®
General Motors Institute
University of Akron
BSCE
Stratos Wealth Partners September 2010 - Present
Skills
Retirement Planning, Series 7, CERTIFIED FINANCIAL..., Certified Investment..., Wealth, Strategic Financial..., Estate Planning, Retirement, Asset Management, Financial Services, Wealth Management, Financial Advisory, Alternative Investments, Securities, Investment Strategies, 401k, Series 63, Investment Advisory, Financial Planners, Personal Finance
Education
Wharton School, University of Pennsylvania
CIMA®
University of Akron
CFP®
General Motors Institute
University of Akron
BSCE
Brent Markley Brent Markley's Stratos Wealth Partners Experience July 2011 - Present
Job Wealth Advisor
Industry Financial Services
Experience
Stratos Wealth Partners July 2011 - Present
Advantage Wealth Partners July 2011 - Present
LPL Finanical July 2011 - Present
Wells Fargo Advisors August 1991 - May 2011
Wells Fargo Advisors/A.G. Edwards August 1991 - May 2011
AG Edwards 1991 - 2006
Skills
Financial Planning, Asset Management, Wealth Management, Retirement Planning, Asset Allocation, Financial Advisory, Estate Planning, Investments, Portfolio Management, Series 7, Wealth, Insurance, Securities, Investment Advisory, Retirement
Education
Capital University 1978 — 1982
BS, Business Administration & Marketing
Ridgedale high school
Ridgedale high school
Stratos Wealth Partners July 2011 - Present
Advantage Wealth Partners July 2011 - Present
LPL Finanical July 2011 - Present
Wells Fargo Advisors August 1991 - May 2011
Wells Fargo Advisors/A.G. Edwards August 1991 - May 2011
AG Edwards 1991 - 2006
Skills
Financial Planning, Asset Management, Wealth Management, Retirement Planning, Asset Allocation, Financial Advisory, Estate Planning, Investments, Portfolio Management, Series 7, Wealth, Insurance, Securities, Investment Advisory, Retirement
Education
Capital University 1978 — 1982
BS, Business Administration & Marketing
Ridgedale high school
Ridgedale high school
Susan Wylie Susan Wylie's Stratos Wealth Partners Experience July 2013 - Present
Job Branch Operations Manager at Plan for Your Tomorrow, Inc
Industry Financial Services
Experience
Plan for Your Tomorrow, Inc July 2013 - Present
Stratos Wealth Partners July 2013 - Present
Huntington Investment Company June 2009 - July 2013
CompuServe September 1986 - August 2001
National City Bank June 1983 - September 1986
Skills
Banking, Sales, Relationship Management, Portfolio Management, Strategic Planning, Business Strategy, Marketing, Business Analysis, Customer Service
Education
Capital University 1988 — 1989
Master of Business Administration (MBA)
The Ohio State University 1980 — 1983
Bachelor of Business Administration (BSBA), Human Resources Management/Personnel Administration, General
Plan for Your Tomorrow, Inc July 2013 - Present
Stratos Wealth Partners July 2013 - Present
Huntington Investment Company June 2009 - July 2013
CompuServe September 1986 - August 2001
National City Bank June 1983 - September 1986
Skills
Banking, Sales, Relationship Management, Portfolio Management, Strategic Planning, Business Strategy, Marketing, Business Analysis, Customer Service
Education
Capital University 1988 — 1989
Master of Business Administration (MBA)
The Ohio State University 1980 — 1983
Bachelor of Business Administration (BSBA), Human Resources Management/Personnel Administration, General
Krystina Bitar Krystina Bitar's Stratos Wealth Partners Experience February 2011 - Present
Job Financial Advisor at Stratos Wealth Partners
Industry Financial Services
Experience
Stratos Wealth Partners February 2011 - Present
Northwestern Mutual January 2010 - January 2011
Kuno Creative May 2009 - August 2009
Boys and Girls Clubs of Lorain County May 2008 - August 2008
Lorain Public Library Systems May 2007 - August 2007
Skills
Strategic Financial..., Retirement, Investments, Series 7, Microsoft Office
Education
Bowling Green State University 2005 — 2009
Business Administration - Marketing
Stratos Wealth Partners February 2011 - Present
Northwestern Mutual January 2010 - January 2011
Kuno Creative May 2009 - August 2009
Boys and Girls Clubs of Lorain County May 2008 - August 2008
Lorain Public Library Systems May 2007 - August 2007
Skills
Strategic Financial..., Retirement, Investments, Series 7, Microsoft Office
Education
Bowling Green State University 2005 — 2009
Business Administration - Marketing
Lilly Emerson, CRPC Lilly Emerson, CRPC's Stratos Wealth Partners Experience February 2012 - Present
Job Partner, Wealth Advisor
Industry Financial Services
Experience
Stratos Wealth Partners February 2012 - Present
Morgan Stanley April 2009 - February 2012
Merrill Lynch April 1992 - April 2009
Skills
Retirement Income..., Financial Management, Investment Advisory, Financial Advisory, Securities, Wealth, Series 7, Retirement Planning, Investments, Wealth Management, Investment Strategies, Series 63, FINRA, Strategic Financial..., Asset Allocation, Asset Management, Finance, Portfolio Management
Education
Hawaii Pacific University 1988 — 1991
Bachelor of Science, Business Admin, Marketing and Economics
Pepperdine University, Cannon Trust School 1995 — 1995
Non-degree, Trusts and Estates
Stratos Wealth Partners February 2012 - Present
Morgan Stanley April 2009 - February 2012
Merrill Lynch April 1992 - April 2009
Skills
Retirement Income..., Financial Management, Investment Advisory, Financial Advisory, Securities, Wealth, Series 7, Retirement Planning, Investments, Wealth Management, Investment Strategies, Series 63, FINRA, Strategic Financial..., Asset Allocation, Asset Management, Finance, Portfolio Management
Education
Hawaii Pacific University 1988 — 1991
Bachelor of Science, Business Admin, Marketing and Economics
Pepperdine University, Cannon Trust School 1995 — 1995
Non-degree, Trusts and Estates
Eugene Heflin Eugene Heflin's Stratos Wealth Partners Experience December 2010 - Present
Job Wealth Advisor, Partner at Stratos Wealth Partners
Industry Financial Services
Experience
Stratos Wealth Partners December 2010 - Present
Morgan Stanley Smith Barney March 2000 - December 2010
Education
DePauw University 1994 — 1997
BA, Mathematics
Stratos Wealth Partners December 2010 - Present
Morgan Stanley Smith Barney March 2000 - December 2010
Education
DePauw University 1994 — 1997
BA, Mathematics
Rob Patti's Stratos Wealth Partners Experience December 2012 - Present
Job Private Wealth Manager/Partner at Stratos Wealth Partners
Industry Financial Services
Experience
Stratos Wealth Partners December 2012 - Present
Zacks Investment Management January 2007 - December 2012
SNP Financial Group February 2000 - December 2006
Morgan Stanley Dean Witter May 1997 - January 2000
Skills
Estate Planning, Financial Planning, Asset Management, Income Generation, Investments, Wealth Management, Retirement Planning, Annuities, Retirement, Insurance, Portfolio Management, Investment Advisory, Series 7, Mutual Funds, 401k, Wealth, Investment Strategies, Securities, Equities
Education
University of Pennsylvania - The Wharton School 2012 — 2012
Certified Investment Management Analyst, CIMA
Oglethorpe University 2001 — 2002
Robert Patti, CFP®, CFP
Jacksonville State University 1993 — 1997
Bachelor of Science, Finance
Sprayberry High School 1989 — 1993
Stratos Wealth Partners December 2012 - Present
Zacks Investment Management January 2007 - December 2012
SNP Financial Group February 2000 - December 2006
Morgan Stanley Dean Witter May 1997 - January 2000
Skills
Estate Planning, Financial Planning, Asset Management, Income Generation, Investments, Wealth Management, Retirement Planning, Annuities, Retirement, Insurance, Portfolio Management, Investment Advisory, Series 7, Mutual Funds, 401k, Wealth, Investment Strategies, Securities, Equities
Education
University of Pennsylvania - The Wharton School 2012 — 2012
Certified Investment Management Analyst, CIMA
Oglethorpe University 2001 — 2002
Robert Patti, CFP®, CFP
Jacksonville State University 1993 — 1997
Bachelor of Science, Finance
Sprayberry High School 1989 — 1993
Briant Sikorski Briant Sikorski's Stratos Wealth Partners Experience December 2012 - Present
Job Financial Advisor, AAMS, CRPS, MBA at Stratos Wealth Partners
Industry Financial Services
Experience
Stratos Wealth Partners December 2012 - Present
Merrill Lynch April 2008 - December 2012
Edward Jones August 2002 - April 2008
CEO Partnerships, LLC January 2001 - July 2002
Analysts International July 2000 - May 2002
Keane January 1989 - December 1999
Contel January 1988 - December 1988
Digital Equipment Corporation January 1987 - December 1987
Electronic Data Systems January 1985 - December 1986
General Motors October 1982 - December 1984
Skills
IRA's, Rollovers, Retirement, Roth IRA, 401k, Annuities, Retirement Planning, Long Term Care, Mutual Funds, Wealth Accumulation, Investments, SEP, Pensions, Insurance Planning, Savings, Annuity, Wealth Management, Profit Sharing, 401k Rollovers, Financial Planning, Defined Benefit, Wealth, 529 Plans, Wealth Transfer, IRAs, Fixed Annuities, Long-term Care, Strategic Financial...
Education
Oakland University 1981 — 1987
MBA, Business
University of Michigan 1973 — 1977
B.S., Biochemistry
Stratos Wealth Partners December 2012 - Present
Merrill Lynch April 2008 - December 2012
Edward Jones August 2002 - April 2008
CEO Partnerships, LLC January 2001 - July 2002
Analysts International July 2000 - May 2002
Keane January 1989 - December 1999
Contel January 1988 - December 1988
Digital Equipment Corporation January 1987 - December 1987
Electronic Data Systems January 1985 - December 1986
General Motors October 1982 - December 1984
Skills
IRA's, Rollovers, Retirement, Roth IRA, 401k, Annuities, Retirement Planning, Long Term Care, Mutual Funds, Wealth Accumulation, Investments, SEP, Pensions, Insurance Planning, Savings, Annuity, Wealth Management, Profit Sharing, 401k Rollovers, Financial Planning, Defined Benefit, Wealth, 529 Plans, Wealth Transfer, IRAs, Fixed Annuities, Long-term Care, Strategic Financial...
Education
Oakland University 1981 — 1987
MBA, Business
University of Michigan 1973 — 1977
B.S., Biochemistry
Kent Mosher Kent Mosher's Stratos Wealth Partners Experience February 2009 - Present
Job Founding Partner / Financial Advisor at Stratos Wealth Partners
Industry Investment Management
Experience
Stratos Wealth Partners February 2009 - Present
Sagemark Consulting January 1999 - January 2009
Ernst & Young November 1996 - December 1998
Skills
Investments, Retirement, Financial Advisory, Wealth, Retirement Planning, Securities, Wealth Management, Estate Planning, Insurance, Tax, Mutual Funds, Business, Strategic Financial..., Series 7, Portfolio Management, Risk Management, Asset Managment, Financial Analysis
Education
Xavier University 1984 — 1986
MBA, Business and Finance
Taylor University 1978 — 1982
BA, Business Administration
Stratos Wealth Partners February 2009 - Present
Sagemark Consulting January 1999 - January 2009
Ernst & Young November 1996 - December 1998
Skills
Investments, Retirement, Financial Advisory, Wealth, Retirement Planning, Securities, Wealth Management, Estate Planning, Insurance, Tax, Mutual Funds, Business, Strategic Financial..., Series 7, Portfolio Management, Risk Management, Asset Managment, Financial Analysis
Education
Xavier University 1984 — 1986
MBA, Business and Finance
Taylor University 1978 — 1982
BA, Business Administration
William L Wiley PhD, MBA, MFP, RFC William L Wiley PhD, MBA, MFP, RFC's Stratos Wealth Partners Experience June 2010 - October 2014
Job Registered Investment Advisor & Fiduciary
Industry Financial Services
Experience
W. L. WILEY FINANCIAL STRATEGIES September 2015 - Present
KITTYHAWK WEALTH MANAGEMENT, LLC October 2014 - Present
Global Outreach, INC> May 2014 - Present
Stratos Wealth Partners June 2010 - October 2014
turning point 2011 - 2012
National Financial Services June 2005 - July 2010
The Worldwide AIDS Coalition January 2003 - October 2007
EquitAbility, LLC January 2004 - January 2006
M.K., LLC October 2001 - January 2004
William Wiley & Associates, Inc. August 1997 - September 2001
Skills
Investments, Wealth, Securities, Financial Advisory, Estate Planning, Financial Planners, Retirement Planning, Strategy, Investment Strategies, Private Equity, Wealth Management, Strategic Planning, Life Insurance, Management Consulting, Public Speaking, Retirement, Mutual Funds, Succession Planning, Entrepreneurship, Asset Allocation, Pensions, 401k, Tax Reduction, Fundraising, Finance, Portfolio Management, Asset Management, Long-term Care, Strategic Financial..., Alternative Investments, 401k Rollovers, Exit Strategies, Retirement Plan..., Small Business, Wealth Accumulation, IRAs, Equities, Management, Insurance, Financial Services, Series 63, Disability Insurance, Investment Management, Investment Advisory, ESOP, Health Economics, Mergers & Acquisitions, Healthcare Industry, Fixed Annuities, Charitable Giving...
Education
University of Georgia - Terry College of Business 2008 — 2009
Graduate Studies, Finance and Estate Planning, with Distinction
Golden Gate University - Ageno School of Business -- San Francisco 2001 — 2003
MBA, Ageno School of Business: Finance
Georgia State University 1980 — 1985
BS, Public Administration
W. L. WILEY FINANCIAL STRATEGIES September 2015 - Present
KITTYHAWK WEALTH MANAGEMENT, LLC October 2014 - Present
Global Outreach, INC> May 2014 - Present
Stratos Wealth Partners June 2010 - October 2014
turning point 2011 - 2012
National Financial Services June 2005 - July 2010
The Worldwide AIDS Coalition January 2003 - October 2007
EquitAbility, LLC January 2004 - January 2006
M.K., LLC October 2001 - January 2004
William Wiley & Associates, Inc. August 1997 - September 2001
Skills
Investments, Wealth, Securities, Financial Advisory, Estate Planning, Financial Planners, Retirement Planning, Strategy, Investment Strategies, Private Equity, Wealth Management, Strategic Planning, Life Insurance, Management Consulting, Public Speaking, Retirement, Mutual Funds, Succession Planning, Entrepreneurship, Asset Allocation, Pensions, 401k, Tax Reduction, Fundraising, Finance, Portfolio Management, Asset Management, Long-term Care, Strategic Financial..., Alternative Investments, 401k Rollovers, Exit Strategies, Retirement Plan..., Small Business, Wealth Accumulation, IRAs, Equities, Management, Insurance, Financial Services, Series 63, Disability Insurance, Investment Management, Investment Advisory, ESOP, Health Economics, Mergers & Acquisitions, Healthcare Industry, Fixed Annuities, Charitable Giving...
Education
University of Georgia - Terry College of Business 2008 — 2009
Graduate Studies, Finance and Estate Planning, with Distinction
Golden Gate University - Ageno School of Business -- San Francisco 2001 — 2003
MBA, Ageno School of Business: Finance
Georgia State University 1980 — 1985
BS, Public Administration
Vince Mancari Vince Mancari's Stratos Wealth Partners Experience August 2009 - November 2011
Job Project Manager at ipsoCreative
Industry Internet
Experience
ipsoCreative January 2013 - Present
InterChez Logistics Systems, Inc. November 2011 - December 2012
Stratos Wealth Partners August 2009 - November 2011
Skills
Strategy, Project Management, Marketing Strategy, Integration, Marketing Management, WordPress
Education
The University of Akron 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing Management
ipsoCreative January 2013 - Present
InterChez Logistics Systems, Inc. November 2011 - December 2012
Stratos Wealth Partners August 2009 - November 2011
Skills
Strategy, Project Management, Marketing Strategy, Integration, Marketing Management, WordPress
Education
The University of Akron 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing Management
Alexis Wetherill Alexis Wetherill's Stratos Wealth Partners Experience September 2013 - January 2014
Job Student at North Carolina State University College of Management
Industry Financial Services
Experience
Wetherill Engineering, Inc. 2008 - Present
Stratos Wealth Partners September 2013 - January 2014
YMCA June 2008 - January 2009
Skills
Microsoft Office, Microsoft Excel, Teamwork, Microsoft Word, Time Management, Finance, Market Research, Microsoft Publisher, QuickBooks, PowerPoint, Access, Spreadsheets, Accounts Payable, Facebook, Proposal Writing, Customer Service, Sales
Education
North Carolina State University - College of Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General, Graduated
Wetherill Engineering, Inc. 2008 - Present
Stratos Wealth Partners September 2013 - January 2014
YMCA June 2008 - January 2009
Skills
Microsoft Office, Microsoft Excel, Teamwork, Microsoft Word, Time Management, Finance, Market Research, Microsoft Publisher, QuickBooks, PowerPoint, Access, Spreadsheets, Accounts Payable, Facebook, Proposal Writing, Customer Service, Sales
Education
North Carolina State University - College of Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General, Graduated
Dale Puruczky Dale Puruczky's Stratos Wealth Partners Experience May 2012 - Present
Job Partner & wealth advisor serving families & corporate executives @ Stratos Wealth Partners
Industry Financial Services
Experience
Stratos Wealth Partners May 2012 - Present
Lake Geauga Recovery Center 2006 - Present
No More Pies 2009 - 2013
Puruczky Wealth Management May 2004 - May 2012
Raymond James and Associates May 2001 - May 2004
Fifth Third Securities January 1996 - May 2001
Skills
Wealth Management, Financial Planning, Estate Planning, Series 7, Retirement Planning, Investment Advisory, Investments, Financial Advisory, Asset Allocation, Mutual Funds, Retirement, Series 63, Investment Strategies, Asset Managment, Wealth Management..., Securities, Strategic Financial..., Insurance, ETFs, Asset Management, Global Tactical Asset..., Quantitative Research, point and figure..., Hedge Funds, Futures, Cash Management, Family Office, Alternative Investments, Finance, Wealth, FINRA
Education
Cleveland State University 1987 — 1991
Bacherlor of Science, Finance and Financial Management Services
Cleveland State University 1987 — 1991
Finance
Stratos Wealth Partners May 2012 - Present
Lake Geauga Recovery Center 2006 - Present
No More Pies 2009 - 2013
Puruczky Wealth Management May 2004 - May 2012
Raymond James and Associates May 2001 - May 2004
Fifth Third Securities January 1996 - May 2001
Skills
Wealth Management, Financial Planning, Estate Planning, Series 7, Retirement Planning, Investment Advisory, Investments, Financial Advisory, Asset Allocation, Mutual Funds, Retirement, Series 63, Investment Strategies, Asset Managment, Wealth Management..., Securities, Strategic Financial..., Insurance, ETFs, Asset Management, Global Tactical Asset..., Quantitative Research, point and figure..., Hedge Funds, Futures, Cash Management, Family Office, Alternative Investments, Finance, Wealth, FINRA
Education
Cleveland State University 1987 — 1991
Bacherlor of Science, Finance and Financial Management Services
Cleveland State University 1987 — 1991
Finance
Chris Linville Chris Linville's Stratos Wealth Partners Experience May 2011 - August 2011
Job Relationship Banker Small Business Specialist at JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. March 2015 - Present
JPMorgan Chase Bank N.A. August 2013 - March 2015
J.P. Morgan May 2012 - August 2013
Stratos Wealth Partners May 2011 - August 2011
Shumaker, Loop & Kendrick, LLP May 2008 - August 2008
Education
Miami University 2008 — 2012
Bachelor of Science (B.S.), Finance, Business Legal Studies
Kent State University 2011 — 2011
International Business, Renaissance History
JPMorgan Chase Bank N.A. March 2015 - Present
JPMorgan Chase Bank N.A. August 2013 - March 2015
J.P. Morgan May 2012 - August 2013
Stratos Wealth Partners May 2011 - August 2011
Shumaker, Loop & Kendrick, LLP May 2008 - August 2008
Education
Miami University 2008 — 2012
Bachelor of Science (B.S.), Finance, Business Legal Studies
Kent State University 2011 — 2011
International Business, Renaissance History
Charles Shapiro Charles Shapiro's Stratos Wealth Partners Experience August 2010 - Present
Job Founding and Managing Partner at Stratos Wealth Partners
Industry Financial Services
Experience
Stratos Wealth Partners August 2010 - Present
Smith Barney October 1994 - September 2010
Education
Tufts University
Stratos Wealth Partners August 2010 - Present
Smith Barney October 1994 - September 2010
Education
Tufts University
Christopher Pollock's Stratos Wealth Partners Experience April 2011 - December 2011
Job Lead Systems Administrator
Industry Information Technology and Services
Experience
CACI International Inc June 2012 - Present
Apple Retail August 2011 - September 2012
A-T Solutions January 2012 - June 2012
Stratos Wealth Partners April 2011 - December 2011
General Dynamics Information Technology December 2010 - April 2011
L-3 MPRI July 2009 - August 2010
Apple Retail August 2008 - October 2009
TechAmerica 2009 - 2009
College of William and Mary March 2006 - June 2008
Winfield Associates, Inc. June 2007 - August 2007
Skills
Marketing, Sales, Human Resources, Psychology, Servers, Network Communications, Microsoft Office, Public Speaking, Social Media, Microsoft Excel, Team Leadership, Customer Service, Policy, Research, Team Building
Education
William & Mary 2005 — 2008
B.A., Psychology
Ohio University
CACI International Inc June 2012 - Present
Apple Retail August 2011 - September 2012
A-T Solutions January 2012 - June 2012
Stratos Wealth Partners April 2011 - December 2011
General Dynamics Information Technology December 2010 - April 2011
L-3 MPRI July 2009 - August 2010
Apple Retail August 2008 - October 2009
TechAmerica 2009 - 2009
College of William and Mary March 2006 - June 2008
Winfield Associates, Inc. June 2007 - August 2007
Skills
Marketing, Sales, Human Resources, Psychology, Servers, Network Communications, Microsoft Office, Public Speaking, Social Media, Microsoft Excel, Team Leadership, Customer Service, Policy, Research, Team Building
Education
William & Mary 2005 — 2008
B.A., Psychology
Ohio University
Christopher Walling, CRPC Christopher Walling, CRPC's Stratos Wealth Partners Experience July 2009 - Present
Job Managing and Founding Partner at Stratos Wealth Partners
Industry Financial Services
Experience
Stratos Wealth Partners July 2009 - Present
Smith Barney Inc. September 1994 - July 2009
Education
Denison University 1988 — 1992
Bachelor of Arts, Economics
Stratos Wealth Partners July 2009 - Present
Smith Barney Inc. September 1994 - July 2009
Education
Denison University 1988 — 1992
Bachelor of Arts, Economics
Ryan Ponikvar Ryan Ponikvar's Stratos Wealth Partners Experience November 2014 - Present
Job Lead Trader Fundamentum at Stratos Wealth Partners
Industry Banking
Experience
Stratos Wealth Partners November 2014 - Present
KeyBanc Capital Markets October 2013 - October 2014
KeyBank March 2013 - October 2013
KeyBank March 2012 - March 2013
University of Cincinnati January 2010 - March 2012
Victory Capital Management June 2011 - September 2011
General Cable April 2010 - June 2011
General Cable September 2009 - December 2009
Skills
Risk Management, Financial Analysis, Financial Modeling, Internal Controls, Corporate Finance, Valuation, Financial Reporting, Forecasting, Credit, VBA, Portfolio Management, Budgets, Finance, Series 7, Series 63, Microsoft Excel, Microsoft Office, Trading, Investments, Bloomberg, Banking, Fixed Income
Education
University of Cincinnati College of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Mentor High School
Stratos Wealth Partners November 2014 - Present
KeyBanc Capital Markets October 2013 - October 2014
KeyBank March 2013 - October 2013
KeyBank March 2012 - March 2013
University of Cincinnati January 2010 - March 2012
Victory Capital Management June 2011 - September 2011
General Cable April 2010 - June 2011
General Cable September 2009 - December 2009
Skills
Risk Management, Financial Analysis, Financial Modeling, Internal Controls, Corporate Finance, Valuation, Financial Reporting, Forecasting, Credit, VBA, Portfolio Management, Budgets, Finance, Series 7, Series 63, Microsoft Excel, Microsoft Office, Trading, Investments, Bloomberg, Banking, Fixed Income
Education
University of Cincinnati College of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Mentor High School
Tyler Purcell Tyler Purcell's Stratos Wealth Partners Experience June 2013 - September 2014
Job Kiplinger Wealth Advisors
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC September 2014 - Present
Stratos Wealth Partners June 2013 - September 2014
Merrill Lynch July 2012 - June 2013
Skills
Strategic Financial..., Estate Planning, Investment Management, Insurance, Risk Management, Alternative Investments, Retirement Planning, Portfolio Management, Wealth Management, Finance, Series 63, Microsoft Office, Retirement, Financial Planning, Investments, Microsoft Excel, Management, Financial Modeling, PowerPoint, Customer Service, Financial Analysis, Leadership
Education
Ohio Dominican University 2011 — 2012
Master of Business Administration (MBA)
Ohio Dominican University 2007 — 2011
Bachelor of Science (BS), Finance
Securities America, Inc. Member FINRA/SIPC September 2014 - Present
Stratos Wealth Partners June 2013 - September 2014
Merrill Lynch July 2012 - June 2013
Skills
Strategic Financial..., Estate Planning, Investment Management, Insurance, Risk Management, Alternative Investments, Retirement Planning, Portfolio Management, Wealth Management, Finance, Series 63, Microsoft Office, Retirement, Financial Planning, Investments, Microsoft Excel, Management, Financial Modeling, PowerPoint, Customer Service, Financial Analysis, Leadership
Education
Ohio Dominican University 2011 — 2012
Master of Business Administration (MBA)
Ohio Dominican University 2007 — 2011
Bachelor of Science (BS), Finance
Scott Kinsell Scott Kinsell's Stratos Wealth Partners Experience December 2010 - Present
Job Financial Advisor at Stratos Wealth Partners
Industry Investment Management
Experience
Stratos Wealth Partners December 2010 - Present
Morgan Stanley Smith Barney October 1996 - December 2010
Perry Nuclear Power Plant May 1988 - October 1996
Skills
Securities, Financial Advisory, Investments, Retirement Planning, Financial Analysis, Series 7, Asset Management, Mutual Funds, Finance, Wealth Management, General Securities..., Financial Services
Education
Case Western Reserve University - Weatherhead School of Management 1996 — 2002
Master of Business Administration (MBA), Business Administration and Management, General
John Carroll University 1990 — 1995
Bachelor of Business Administration (BBA), Business Administration and Management, General
Stratos Wealth Partners December 2010 - Present
Morgan Stanley Smith Barney October 1996 - December 2010
Perry Nuclear Power Plant May 1988 - October 1996
Skills
Securities, Financial Advisory, Investments, Retirement Planning, Financial Analysis, Series 7, Asset Management, Mutual Funds, Finance, Wealth Management, General Securities..., Financial Services
Education
Case Western Reserve University - Weatherhead School of Management 1996 — 2002
Master of Business Administration (MBA), Business Administration and Management, General
John Carroll University 1990 — 1995
Bachelor of Business Administration (BBA), Business Administration and Management, General
Greg Turcotte Greg Turcotte's Stratos Wealth Partners Experience September 2013 - Present
Job Wealth Advisor at Stratos Wealth Partners
Industry Financial Services
Experience
Stratos Wealth Partners September 2013 - Present
LPL Financial September 2013 - Present
Heritage Private Wealth December 2010 - August 2013
First Heartland Capital, Inc. August 2009 - August 2013
The Advanced Strategies Group August 2009 - November 2010
Man O' War Golf September 2006 - March 2008
Lincoln Financial Advisors June 2006 - August 2006
Skills
Wealth Management, Investments, Financial Services, Strategic Planning, Life Insurance, Health Insurance
Education
Transylvania University 2005 — 2009
B.A., Business Administration (Marketing, Finance)
University of Kentucky 2004 — 2005
Business
Covington Catholic High School 2000 — 2004
Stratos Wealth Partners September 2013 - Present
LPL Financial September 2013 - Present
Heritage Private Wealth December 2010 - August 2013
First Heartland Capital, Inc. August 2009 - August 2013
The Advanced Strategies Group August 2009 - November 2010
Man O' War Golf September 2006 - March 2008
Lincoln Financial Advisors June 2006 - August 2006
Skills
Wealth Management, Investments, Financial Services, Strategic Planning, Life Insurance, Health Insurance
Education
Transylvania University 2005 — 2009
B.A., Business Administration (Marketing, Finance)
University of Kentucky 2004 — 2005
Business
Covington Catholic High School 2000 — 2004
Robert Bove Robert Bove's Stratos Wealth Partners Experience 1998 - Present
Job Wealth Advisor
Industry Financial Services
Experience
Stratos Wealth Partners 1998 - Present
Education
Bowling Green State University 1974 — 1978
Bachelor of Science, Business and Marketing
Stratos Wealth Partners 1998 - Present
Education
Bowling Green State University 1974 — 1978
Bachelor of Science, Business and Marketing
Bill Garten Bill Garten's Stratos Wealth Partners Experience December 2011 - Present
Job Partner Wealth Advisor at Stratos Wealth Partners/Financial Advisor
Industry Financial Services
Experience
Stratos Wealth Partners December 2011 - Present
Merrill Lynch April 1998 - December 2011
Wachovia Securities (formerly Prudential Securities now Wells Fargo) April 1998 - August 2006
WSAZ TV 3 (NBC affiliate) March 1985 - April 1998
Bostitch Textron June 1976 - March 1985
Skills
Mutual Funds, Series 7, Retirement, Investments, 401k, Financial Advisory, Securities, Fixed Annuities, Wealth Management, Long-term Care, FINRA, Series 65, Spanish, Long Term Care Insurance, Bonds, Stocks, Wealth, ETFs, Life Insurance, Retirement Planning, Estate Planning, Portfolio Management, Asset Managment, Strategic Financial...
Education
Marietta College 1974 — 1976
B.A., English
Washington and Lee University 1972 — 1974
B.A., English
Stratos Wealth Partners December 2011 - Present
Merrill Lynch April 1998 - December 2011
Wachovia Securities (formerly Prudential Securities now Wells Fargo) April 1998 - August 2006
WSAZ TV 3 (NBC affiliate) March 1985 - April 1998
Bostitch Textron June 1976 - March 1985
Skills
Mutual Funds, Series 7, Retirement, Investments, 401k, Financial Advisory, Securities, Fixed Annuities, Wealth Management, Long-term Care, FINRA, Series 65, Spanish, Long Term Care Insurance, Bonds, Stocks, Wealth, ETFs, Life Insurance, Retirement Planning, Estate Planning, Portfolio Management, Asset Managment, Strategic Financial...
Education
Marietta College 1974 — 1976
B.A., English
Washington and Lee University 1972 — 1974
B.A., English
Teresa Russell Teresa Russell's Stratos Wealth Partners Experience January 2014 - July 2015
Job Wealth Advisor | Financial Advisor at Haller Wealth Management Group I help people plan for their financial future
Industry Financial Services
Experience
Haller Wealth Management Group July 2015 - Present
Stratos Wealth Partners January 2014 - July 2015
NAWBO 2008 - 2015
McCloy Financial Services July 2008 - December 2013
Independent Consultant - Sales Recruiting 2005 - 2008
Courtney Services June 2002 - December 2004
Skills
Strategic Planning, Financial Services, Disability Insurance, IRAs, Insurance, Leadership, Team Building, Customer Service, Business Development, Sales Management, Life Insurance, Public Speaking, Entrepreneurship, Small Business
Education
The Ohio State University 1980 — 1984
Hoover High School
Hoover High School
Haller Wealth Management Group July 2015 - Present
Stratos Wealth Partners January 2014 - July 2015
NAWBO 2008 - 2015
McCloy Financial Services July 2008 - December 2013
Independent Consultant - Sales Recruiting 2005 - 2008
Courtney Services June 2002 - December 2004
Skills
Strategic Planning, Financial Services, Disability Insurance, IRAs, Insurance, Leadership, Team Building, Customer Service, Business Development, Sales Management, Life Insurance, Public Speaking, Entrepreneurship, Small Business
Education
The Ohio State University 1980 — 1984
Hoover High School
Hoover High School
Graeme Rappoport's Stratos Wealth Partners Experience June 2010 - December 2010
Job LAN and Data Center Implementor at Caterpillar Inc.
Industry Computer Networking
Experience
Caterpillar Inc. 2012 - Present
Qualcomm December 2010 - February 2012
Qualcomm 2011 - 2011
Stratos Wealth Partners June 2010 - December 2010
Keyston Brothers August 2008 - December 2009
Keyston Brothers September 2008 - November 2009
Foamorder.com January 2003 - June 2008
The Home Depot March 2002 - December 2002
Capitol Music November 1998 - February 2002
Skills
CCNA, Cisco Technologies, Switches, Routers, Data Center, Operating Systems, VLAN, Networking, Hardware, Wireless, Ethernet, Visio, Software Documentation, Routing, LAN-WAN, Network Administration
Education
Cuyamaca College San Diego 2008 — 2010
Certification, Network Design and Implementation
Apple School
San Francisco State University
Caterpillar Inc. 2012 - Present
Qualcomm December 2010 - February 2012
Qualcomm 2011 - 2011
Stratos Wealth Partners June 2010 - December 2010
Keyston Brothers August 2008 - December 2009
Keyston Brothers September 2008 - November 2009
Foamorder.com January 2003 - June 2008
The Home Depot March 2002 - December 2002
Capitol Music November 1998 - February 2002
Skills
CCNA, Cisco Technologies, Switches, Routers, Data Center, Operating Systems, VLAN, Networking, Hardware, Wireless, Ethernet, Visio, Software Documentation, Routing, LAN-WAN, Network Administration
Education
Cuyamaca College San Diego 2008 — 2010
Certification, Network Design and Implementation
Apple School
San Francisco State University
Samuel Lupica's Stratos Wealth Partners Experience December 2008 - Present
Job Founding Partner & Wealth Advisor Stratos Wealth Partners
Industry Financial Services
Experience
Leave A Legacy - Summit, Portage, Medina October 2010 - Present
Stratos Wealth Partners December 2008 - Present
Royal Family Kids Camps - Akron July 1996 - Present
Skills
Estate Planning, Personal Finance, Pensions, Valuation, Retirement, Retirement Planning, Strategic Financial..., Investments, Mutual Funds, Wealth Management, Asset Managment, Securities, Financial Advisory, Series 7, Asset Management, Fixed Annuities, Investment Advisory, Investment Strategies, Financial Planners, Financial Services, Asset Allocation, Alternative Investments, Wealth Management..., Investment Management, Long-term Care, Finance, 401k, Series 63, Portfolio Management, Small Business, FINRA, Bonds, Equities, Insurance, Life Insurance, Disability Insurance, IRAs, High Net Worth..., Tax, ETFs, Succession Planning, Personal Financial..., Options, College Savings Plans, Wealth, Financial Analysis, Risk Management, Leadership, Fixed Income, Financial Risk
Education
Evangel University 1997 — 1999
BBA, Management & Accounting
Evangel College 1992 — 1994
Bachelor of Business Administration (B.B.A.), Management
Brecksville-Broadview Hts. High School
Leave A Legacy - Summit, Portage, Medina October 2010 - Present
Stratos Wealth Partners December 2008 - Present
Royal Family Kids Camps - Akron July 1996 - Present
Skills
Estate Planning, Personal Finance, Pensions, Valuation, Retirement, Retirement Planning, Strategic Financial..., Investments, Mutual Funds, Wealth Management, Asset Managment, Securities, Financial Advisory, Series 7, Asset Management, Fixed Annuities, Investment Advisory, Investment Strategies, Financial Planners, Financial Services, Asset Allocation, Alternative Investments, Wealth Management..., Investment Management, Long-term Care, Finance, 401k, Series 63, Portfolio Management, Small Business, FINRA, Bonds, Equities, Insurance, Life Insurance, Disability Insurance, IRAs, High Net Worth..., Tax, ETFs, Succession Planning, Personal Financial..., Options, College Savings Plans, Wealth, Financial Analysis, Risk Management, Leadership, Fixed Income, Financial Risk
Education
Evangel University 1997 — 1999
BBA, Management & Accounting
Evangel College 1992 — 1994
Bachelor of Business Administration (B.B.A.), Management
Brecksville-Broadview Hts. High School
Darrell Benjamin's Stratos Wealth Partners Experience June 2014 - Present
Job Intern at Stratos Wealth Partners
Industry Financial Services
Experience
Stratos Wealth Partners June 2014 - Present
quasar energy group January 2013 - April 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
Mercyhurst University 2013 — 2017
Bachelor’s Degree, Finance, General
Cuyahoga Community College 2010 — 2013
General Studies
Ginn Academy 2009 — 2013
High School Diploma, General Studies
Stratos Wealth Partners June 2014 - Present
quasar energy group January 2013 - April 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
Mercyhurst University 2013 — 2017
Bachelor’s Degree, Finance, General
Cuyahoga Community College 2010 — 2013
General Studies
Ginn Academy 2009 — 2013
High School Diploma, General Studies
Samy Hammad Samy Hammad's Stratos Wealth Partners Experience July 2015 - Present
Job Administrative Assistant at Stratos Wealth Partners
Industry Information Technology and Services
Experience
Goldenvoice August 2015 - Present
Stratos Wealth Partners July 2015 - Present
LPL Financial May 2015 - Present
California State University, Fullerton August 2014 - Present
Cellairis August 2013 - August 2014
Skills
Microsoft Excel, Management, Customer Service, Leadership, Finance, Sales, Microsoft Office, Microsoft Word, Social Networking, Social Entrepreneurship, Marketing, Public Speaking, Time Management
Education
California State University-Fullerton 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
Goldenvoice August 2015 - Present
Stratos Wealth Partners July 2015 - Present
LPL Financial May 2015 - Present
California State University, Fullerton August 2014 - Present
Cellairis August 2013 - August 2014
Skills
Microsoft Excel, Management, Customer Service, Leadership, Finance, Sales, Microsoft Office, Microsoft Word, Social Networking, Social Entrepreneurship, Marketing, Public Speaking, Time Management
Education
California State University-Fullerton 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
Adam Pollack's Stratos Wealth Partners Experience January 2014 - Present
Job Wealth Advisor at Stratos Wealth Partners
Industry Investment Management
Experience
Stratos Wealth Partners January 2014 - Present
Preferrred Diabetics January 2010 - December 2013
Gefen Management June 2007 - February 2010
Eastern Union Commercial January 2005 - May 2007
Gefen Properties, LLC December 2003 - April 2005
Skills
Healthcare, Real Estate, Commercial Real Estate, Medical Devices, Diabetes, Long-term Care, Management, Medicare, Investment Properties, Marketing Strategy, Insurance, Valuation, Due Diligence, Nursing Homes, Finance, Medicaid, Nursing, Healthcare Consulting, DME
Education
The Johns Hopkins University - Carey Business School 2000 — 2003
Master of Business Administration (MBA), Finance, General
Stratos Wealth Partners January 2014 - Present
Preferrred Diabetics January 2010 - December 2013
Gefen Management June 2007 - February 2010
Eastern Union Commercial January 2005 - May 2007
Gefen Properties, LLC December 2003 - April 2005
Skills
Healthcare, Real Estate, Commercial Real Estate, Medical Devices, Diabetes, Long-term Care, Management, Medicare, Investment Properties, Marketing Strategy, Insurance, Valuation, Due Diligence, Nursing Homes, Finance, Medicaid, Nursing, Healthcare Consulting, DME
Education
The Johns Hopkins University - Carey Business School 2000 — 2003
Master of Business Administration (MBA), Finance, General
Mark D. Wilcox, CFP® Mark D. Wilcox, CFP®'s Stratos Wealth Partners Experience August 2013 - Present
Job Managing Director at Stratos Wealth Partners and CEO at Hudson Wealth Managment
Industry Investment Management
Experience
Stratos Wealth Partners August 2013 - Present
Hudson Wealth Management August 2013 - Present
Ameriprise Financial Services, Inc. 2012 - 2013
Ameriprise Financial January 2009 - November 2012
Sequoia Financial Group 2007 - 2008
Manning & Napier Advisors March 2004 - October 2006
Education
CVCA
The University of Akron
Finance, Personal Finance
Stratos Wealth Partners August 2013 - Present
Hudson Wealth Management August 2013 - Present
Ameriprise Financial Services, Inc. 2012 - 2013
Ameriprise Financial January 2009 - November 2012
Sequoia Financial Group 2007 - 2008
Manning & Napier Advisors March 2004 - October 2006
Education
CVCA
The University of Akron
Finance, Personal Finance
Christina Boryk Christina Boryk's Stratos Wealth Partners Experience September 2005 - Present
Job Administrative Services Manager at Stratos Wealth Partners
Industry Human Resources
Experience
Stratos Wealth Partners September 2005 - Present
Bath & Body Works September 2008 - August 2013
Javitch, Block & Rathbone April 2003 - September 2005
Skills
Leadership, Management, Customer Service, Human Resources, Sales, Retail, Microsoft Office, Advertising, Finance, Microsoft Excel, Invoicing, Microsoft Word, Insurance, Benefits Administration, PeopleSoft, Research
Education
Baldwin Wallace University 2011 — 2013
Bachelor of Arts (B.A.), OGLA - Accelerated Organizational Leadership
Bryant and Stratton College-Parma 2002 — 2004
Associates of Applied Business, Business Administration and Management, General
Stratos Wealth Partners September 2005 - Present
Bath & Body Works September 2008 - August 2013
Javitch, Block & Rathbone April 2003 - September 2005
Skills
Leadership, Management, Customer Service, Human Resources, Sales, Retail, Microsoft Office, Advertising, Finance, Microsoft Excel, Invoicing, Microsoft Word, Insurance, Benefits Administration, PeopleSoft, Research
Education
Baldwin Wallace University 2011 — 2013
Bachelor of Arts (B.A.), OGLA - Accelerated Organizational Leadership
Bryant and Stratton College-Parma 2002 — 2004
Associates of Applied Business, Business Administration and Management, General
Christina Haas's Stratos Wealth Partners Experience May 2011 - August 2011
Job Modeling Analyst at Third Federal
Industry Financial Services
Experience
Third Federal June 2015 - Present
JPMorgan Chase February 2014 - May 2015
Gresham Risk Partners October 2011 - May 2013
University of Dayton August 2009 - December 2011
Stratos Wealth Partners May 2011 - August 2011
University of Dayton August 2009 - December 2009
Skills
Statistics, SAS, VBA, Financial Modeling, Matlab, Microsoft Office, Financial Forecasting, VARs, Data Analysis, Risk Modeling, Bloomberg, Alternative Investments, Experience coding in..., Familiar with Microsoft..., Stochastic Calculus
Education
University of Dayton 2012 — 2013
Master of Science (M.S.), Financial Mathematics
University of Dayton 2008 — 2012
Bachelor of Arts (B.A.), Mathematics
Third Federal June 2015 - Present
JPMorgan Chase February 2014 - May 2015
Gresham Risk Partners October 2011 - May 2013
University of Dayton August 2009 - December 2011
Stratos Wealth Partners May 2011 - August 2011
University of Dayton August 2009 - December 2009
Skills
Statistics, SAS, VBA, Financial Modeling, Matlab, Microsoft Office, Financial Forecasting, VARs, Data Analysis, Risk Modeling, Bloomberg, Alternative Investments, Experience coding in..., Familiar with Microsoft..., Stochastic Calculus
Education
University of Dayton 2012 — 2013
Master of Science (M.S.), Financial Mathematics
University of Dayton 2008 — 2012
Bachelor of Arts (B.A.), Mathematics
Jason Tafoya, CFP®, AIF®'s Stratos Wealth Partners Experience 2015 - Present
Job Partner | Wealth Manager at Stratos Wealth Partners
Industry Financial Services
Experience
Stratos Wealth Partners 2015 - Present
Cape Point Wealth & Tax Management 2010 - 2015
Synergetic Focus 2003 - 2010
Microsoft Corporation 1991 - 2003
Skills
Retirement Planning, Wealth Management, Securities, Investments, Business Planning, Small Business, Financial Services, Personal Financial..., Investment Strategies, Financial Management...
Education
Western Washington University 1987 — 1991
Bachelor of Arts (BA), Business Administration - Management Information Systems
University of Phoenix 2003 — 2006
Master of Business Administration (M.B.A.)
Stratos Wealth Partners 2015 - Present
Cape Point Wealth & Tax Management 2010 - 2015
Synergetic Focus 2003 - 2010
Microsoft Corporation 1991 - 2003
Skills
Retirement Planning, Wealth Management, Securities, Investments, Business Planning, Small Business, Financial Services, Personal Financial..., Investment Strategies, Financial Management...
Education
Western Washington University 1987 — 1991
Bachelor of Arts (BA), Business Administration - Management Information Systems
University of Phoenix 2003 — 2006
Master of Business Administration (M.B.A.)
Brian D. James, CFP®'s Stratos Wealth Partners Experience December 2010 - December 2011
Job Vice President, Client Experience Manager at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank November 2011 - Present
Stratos Wealth Partners December 2010 - December 2011
PNC Investments October 1997 - December 2010
Skills
Investments, Wealth Management, Strategic Financial..., Series 7, Retirement Planning, Portfolio Management, Mutual Funds, Retirement, Estate Planning, Insurance, Asset Managment, Securities, Financial Advisory, Strategy, Financial Services, Asset Management, Small Business, Wealth, Finance, Management, Financial Planning
Education
College for Financial Planning 2003 — 2003
CFP, Financial Planning
Ohio University 1992 — 1997
Bachelor, Finance, Marketing, International Business
St. Xavier High School 1988 — 1992
Fifth Third Bank November 2011 - Present
Stratos Wealth Partners December 2010 - December 2011
PNC Investments October 1997 - December 2010
Skills
Investments, Wealth Management, Strategic Financial..., Series 7, Retirement Planning, Portfolio Management, Mutual Funds, Retirement, Estate Planning, Insurance, Asset Managment, Securities, Financial Advisory, Strategy, Financial Services, Asset Management, Small Business, Wealth, Finance, Management, Financial Planning
Education
College for Financial Planning 2003 — 2003
CFP, Financial Planning
Ohio University 1992 — 1997
Bachelor, Finance, Marketing, International Business
St. Xavier High School 1988 — 1992
Christopher Radzinski Christopher Radzinski's Stratos Wealth Partners Experience May 2011 - Present
Job Chief of Staff at Stratos Wealth Partners
Industry Financial Services
Experience
Stratos Wealth Partners May 2011 - Present
Education
Kent State University 2001 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Stratos Wealth Partners May 2011 - Present
Education
Kent State University 2001 — 2006
Bachelor of Science (BS), Business Administration and Management, General
John Turcotte John Turcotte's Stratos Wealth Partners Experience September 2013 - Present
Job Managing Director Partner at Stratos Wealth Partners
Industry Financial Services
Experience
Stratos Wealth Partners September 2013 - Present
LPL Financial September 2013 - Present
Heritage Private Wealth November 2010 - September 2013
First Heartland Capital, Inc. August 2007 - September 2013
The Advanced Strategies Group August 2007 - October 2010
Lincoln Financial Advisors 1992 - 2007
Sagemark Consulting 1992 - 1998
Mass Mutual January 1991 - September 1992
Mutual Benefit Life January 1986 - December 1990
Comerica Bank 1980 - 1985
Skills
Estate Planning, Wealth Management, Insurance Planning, Retirement Planning, Financial Planning, Wealth Transfer, Asset Protection, Succession Planning, Asset Management, Financial Services, Financial Advisory, Strategic Financial..., Insurance, Small Business, Retirement, Wealth
Education
Northern Michigan University 1976 — 1980
BS, Marketing
Stratos Wealth Partners September 2013 - Present
LPL Financial September 2013 - Present
Heritage Private Wealth November 2010 - September 2013
First Heartland Capital, Inc. August 2007 - September 2013
The Advanced Strategies Group August 2007 - October 2010
Lincoln Financial Advisors 1992 - 2007
Sagemark Consulting 1992 - 1998
Mass Mutual January 1991 - September 1992
Mutual Benefit Life January 1986 - December 1990
Comerica Bank 1980 - 1985
Skills
Estate Planning, Wealth Management, Insurance Planning, Retirement Planning, Financial Planning, Wealth Transfer, Asset Protection, Succession Planning, Asset Management, Financial Services, Financial Advisory, Strategic Financial..., Insurance, Small Business, Retirement, Wealth
Education
Northern Michigan University 1976 — 1980
BS, Marketing
Andrew Adam Andrew Adam's Stratos Wealth Partners Experience October 2012 - February 2013
Job Editor at Record Publishing
Industry Newspapers
Experience
Record Publishing March 2013 - Present
Walsh Jesuit High School February 2007 - Present
Stratos Wealth Partners October 2012 - February 2013
The Repository CantonRep.com The Suburbanite May 2006 - July 2012
Catholic Charities CYO July 2007 - August 2011
Skills
News Writing, Sports Writing, Feature writing, Beat Reporting, AP Style, Copy Editing, Blogging, Columns, Proofreading, Newspaper, Leadership, QuarkXPress, InDesign, Photoshop, Press Releases, Public Relations, Social Media, Social Media Measurement, Facebook, Twitter, Web Video, Google Analytics, Microsoft Office, Microsoft Word, Excel, PowerPoint, Journalism, Communication, Sports Coaching, Sports, Writing, Newspapers, Video, Social Networking, Web Content, Headline Writing, Copywriting, Creative Writing
Education
The University of Akron 2002 — 2006
Bachelor of Arts, Communication; News Writing major
Walsh Jesuit High School 1998 — 2002
High School, High School/Secondary Diplomas and Certificates
Record Publishing March 2013 - Present
Walsh Jesuit High School February 2007 - Present
Stratos Wealth Partners October 2012 - February 2013
The Repository CantonRep.com The Suburbanite May 2006 - July 2012
Catholic Charities CYO July 2007 - August 2011
Skills
News Writing, Sports Writing, Feature writing, Beat Reporting, AP Style, Copy Editing, Blogging, Columns, Proofreading, Newspaper, Leadership, QuarkXPress, InDesign, Photoshop, Press Releases, Public Relations, Social Media, Social Media Measurement, Facebook, Twitter, Web Video, Google Analytics, Microsoft Office, Microsoft Word, Excel, PowerPoint, Journalism, Communication, Sports Coaching, Sports, Writing, Newspapers, Video, Social Networking, Web Content, Headline Writing, Copywriting, Creative Writing
Education
The University of Akron 2002 — 2006
Bachelor of Arts, Communication; News Writing major
Walsh Jesuit High School 1998 — 2002
High School, High School/Secondary Diplomas and Certificates
Josephine Trotta Josephine Trotta's Stratos Wealth Partners Experience May 2009 - July 2011
Job Wealth Management Advisor
Industry Investment Management
Experience
TIAA-CREF August 2011 - May 2015
Stratos Wealth Partners May 2009 - July 2011
UBS Wealth Management November 2004 - April 2009
Merrill Lynch March 2001 - November 2004
Key Bank June 1996 - February 2001
US Bank (Star Bank) 1993 - 1996
US Bank (Star Bank) 1990 - 1993
Key Bank (Society National Bank) 1985 - 1990
Skills
New Business Development, Portfolio Management, Private Banking, Trust Services, Investment Management, Leadership, Sales Management, Finance, Investments, Retirement Planning, Series 7, Wealth, Wealth Management
Education
Northwestern University 1994 — 1998
National Graduate Trust School I & II
John Carroll University 1987 — 1991
MBA, Finance, Marketing
Cleveland State University 1980 — 1986
Bachelor in Business Administration, Finance, Marketing
TIAA-CREF August 2011 - May 2015
Stratos Wealth Partners May 2009 - July 2011
UBS Wealth Management November 2004 - April 2009
Merrill Lynch March 2001 - November 2004
Key Bank June 1996 - February 2001
US Bank (Star Bank) 1993 - 1996
US Bank (Star Bank) 1990 - 1993
Key Bank (Society National Bank) 1985 - 1990
Skills
New Business Development, Portfolio Management, Private Banking, Trust Services, Investment Management, Leadership, Sales Management, Finance, Investments, Retirement Planning, Series 7, Wealth, Wealth Management
Education
Northwestern University 1994 — 1998
National Graduate Trust School I & II
John Carroll University 1987 — 1991
MBA, Finance, Marketing
Cleveland State University 1980 — 1986
Bachelor in Business Administration, Finance, Marketing
Angie Ferber (Gordon) Angie Ferber (Gordon)'s Stratos Wealth Partners Experience Senior Registered Client AssociateUBS2004 - 2015
Job Investment Associate at Stratos Wealth Partners
Industry Financial Services
Experience
Stratos Wealth Partners Senior Registered Client AssociateUBS2004 - 2015
Education
The Ohio State University 2000 — 2004
Magnificat High School 1996 — 2000
Stratos Wealth Partners Senior Registered Client AssociateUBS2004 - 2015
Education
The Ohio State University 2000 — 2004
Magnificat High School 1996 — 2000
Jordan Brewer's Stratos Wealth Partners Experience January 2014 - May 2014
Job Compliance Analyst at Bank of America
Industry Banking
Experience
Bank of America July 2015 - Present
United States Army Reserve May 2014 - Present
Kimley-Horn August 2014 - February 2015
Stratos Wealth Partners January 2014 - May 2014
Skills
Customer Service, Financial Analysis, Risk Management, Banking
Education
North Carolina State University 2010 — 2014
Bachelor degrees, Finance and Operations Management
Bank of America July 2015 - Present
United States Army Reserve May 2014 - Present
Kimley-Horn August 2014 - February 2015
Stratos Wealth Partners January 2014 - May 2014
Skills
Customer Service, Financial Analysis, Risk Management, Banking
Education
North Carolina State University 2010 — 2014
Bachelor degrees, Finance and Operations Management
Ryan Paugh's Stratos Wealth Partners Experience September 2015 - Present
Job Financial Advisor at Stratos Wealth Partners
Industry Financial Services
Experience
Stratos Wealth Partners September 2015 - Present
JPMorgan Chase Bank, N.A. September 2009 - August 2015
Raymond James May 2004 - September 2009
Sand Ridge Golf Club April 2002 - November 2005
Bavarian Village Ski and Snowbard Outfitters August 1995 - June 2004
Skills
Portfolio Management, Mutual Funds, Finance, Series 7, Wealth Management, Retirement Planning, Asset Allocation, Investment Advisory, Loans, Uniform Combined State..., Wealth Management..., Employee Benefits, Insurance, Risk Management, Disability Insurance, Strategic Financial..., Investments, Alternative Investments, Retirement, Investment Strategies, 401k, Asset Management, Equities, Financial Advisory, Fixed Annuities, Wealth
Education
Cleveland State University 2005 — 2005
Masters Business Administration, Finance and Management
John Carroll University 2000 — 2004
B.S.B.A, Management and Technology
Stratos Wealth Partners September 2015 - Present
JPMorgan Chase Bank, N.A. September 2009 - August 2015
Raymond James May 2004 - September 2009
Sand Ridge Golf Club April 2002 - November 2005
Bavarian Village Ski and Snowbard Outfitters August 1995 - June 2004
Skills
Portfolio Management, Mutual Funds, Finance, Series 7, Wealth Management, Retirement Planning, Asset Allocation, Investment Advisory, Loans, Uniform Combined State..., Wealth Management..., Employee Benefits, Insurance, Risk Management, Disability Insurance, Strategic Financial..., Investments, Alternative Investments, Retirement, Investment Strategies, 401k, Asset Management, Equities, Financial Advisory, Fixed Annuities, Wealth
Education
Cleveland State University 2005 — 2005
Masters Business Administration, Finance and Management
John Carroll University 2000 — 2004
B.S.B.A, Management and Technology
Ashley L Graham's Stratos Wealth Partners Experience April 2013 - April 2014
Job Practice Manager at Stratos Wealth Partners
Industry Investment Banking
Experience
Mayfield Financial Services April 2014 - Present
Stratos Wealth Partners April 2013 - April 2014
The Huntington Investment Company November 2007 - April 2013
Sky Bank May 2007 - August 2007
Brunswick City Schools September 2004 - June 2007
Revere Local Schools January 2000 - June 2004
Skills
Series 6, Banking, Credit, Credit Analysis, Retail Banking, Cash Management, Lotus Notes, Customer Service, Outlook
Education
The University of Akron 2004 — 2006
Master's Degree, Elementary Education
The University of Akron 2000 — 2002
Bachelor's of Science, Early Childhood Education
Kent State University 1996 — 1998
N/A, Early Childhood Education
Mayfield Financial Services April 2014 - Present
Stratos Wealth Partners April 2013 - April 2014
The Huntington Investment Company November 2007 - April 2013
Sky Bank May 2007 - August 2007
Brunswick City Schools September 2004 - June 2007
Revere Local Schools January 2000 - June 2004
Skills
Series 6, Banking, Credit, Credit Analysis, Retail Banking, Cash Management, Lotus Notes, Customer Service, Outlook
Education
The University of Akron 2004 — 2006
Master's Degree, Elementary Education
The University of Akron 2000 — 2002
Bachelor's of Science, Early Childhood Education
Kent State University 1996 — 1998
N/A, Early Childhood Education
Joe Zarlinga's Stratos Wealth Partners Experience February 2009 - Present
Job Founding Partner & Wealth Advisor at Stratos Wealth Partners
Industry Financial Services
Experience
Stratos Wealth Partners February 2009 - Present
Sagemark Consulting February 1999 - February 2009
Skills
Financial Advisory, Estate Planning, Asset Management, Certified Financial..., Equities
Education
Ohio Northern University 1994 — 1999
Stratos Wealth Partners February 2009 - Present
Sagemark Consulting February 1999 - February 2009
Skills
Financial Advisory, Estate Planning, Asset Management, Certified Financial..., Equities
Education
Ohio Northern University 1994 — 1999
Dave Vespoli 440-567-1428's Stratos Wealth Partners Experience July 2009 - Present
Job Wealth Advisor / Partner at Stratos Wealth Partners, Ltd.
Industry Financial Services
Experience
Stratos Wealth Partners July 2009 - Present
Morgan Stanley June 2005 - July 2009
UBS September 2003 - June 2005
Skills
Series 7, Sales, Asset Allocation, Retirement, Credit, Long-term Care, Financial Advisory, Public Speaking, Succession Planning, Financial Analysis, Tax, Estate Planning, Loans, Strategic Financial..., Insurance, Wealth Management, Securities, Asset Management, Small Business, Personal Finance, Customer Service, Investments, Term Life Insurance, Underwriting, Banking, Wealth, Managerial Finance, Risk Management, Retirement Planning, Employee Benefits, Life Insurance, Asset Managment, Mortgage Lending, Mutual Funds, Strategic Planning, Fixed Annuities, Wealth Management..., Investment Management, Financial Planners, Series 63, 401k, Disability Insurance, Finance, Investment Strategies, Mergers & Acquisitions, Commercial Banking, FINRA, Portfolio Management, Credit Analysis, Investment Advisory
Education
Baldwin Wallace University 1991 — 1993
MBA, Business - Systems Management
Bowling Green State University 1985 — 1989
BSBA, Business Administration
Stratos Wealth Partners July 2009 - Present
Morgan Stanley June 2005 - July 2009
UBS September 2003 - June 2005
Skills
Series 7, Sales, Asset Allocation, Retirement, Credit, Long-term Care, Financial Advisory, Public Speaking, Succession Planning, Financial Analysis, Tax, Estate Planning, Loans, Strategic Financial..., Insurance, Wealth Management, Securities, Asset Management, Small Business, Personal Finance, Customer Service, Investments, Term Life Insurance, Underwriting, Banking, Wealth, Managerial Finance, Risk Management, Retirement Planning, Employee Benefits, Life Insurance, Asset Managment, Mortgage Lending, Mutual Funds, Strategic Planning, Fixed Annuities, Wealth Management..., Investment Management, Financial Planners, Series 63, 401k, Disability Insurance, Finance, Investment Strategies, Mergers & Acquisitions, Commercial Banking, FINRA, Portfolio Management, Credit Analysis, Investment Advisory
Education
Baldwin Wallace University 1991 — 1993
MBA, Business - Systems Management
Bowling Green State University 1985 — 1989
BSBA, Business Administration
Denise Stavish's Stratos Wealth Partners Experience May 2013 - August 2013
Job PCG Branch Liaison at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2013 - Present
Stratos Wealth Partners May 2013 - August 2013
Wells Fargo Advisors November 2012 - May 2013
Wells Fargo Advisors, LLC January 2011 - November 2012
Novalar Pharmaceuticals January 2009 - January 2011
Merrill Lynch August 2008 - January 2009
Fuzzy Dice October 2003 - October 2004
Walt Disney Feature Animation November 1994 - November 2002
Skills
Sales, Customer Service, Management, CRM, Sales Operations, Marketing, Account Management, Teamwork, Marketing Strategy, Financial Services, Investment Brokerage
Education
Platt College 2010 — 2011
3D Animation, Organic Modeling
Gnoman School of Visual Effects 2001 — 2003
Maya Modeling, Animation, Texture Mapping, Lighting
Fashion Institute of Technology 1989 — 1994
BFA, Illustration
Wells Fargo Advisors August 2013 - Present
Stratos Wealth Partners May 2013 - August 2013
Wells Fargo Advisors November 2012 - May 2013
Wells Fargo Advisors, LLC January 2011 - November 2012
Novalar Pharmaceuticals January 2009 - January 2011
Merrill Lynch August 2008 - January 2009
Fuzzy Dice October 2003 - October 2004
Walt Disney Feature Animation November 1994 - November 2002
Skills
Sales, Customer Service, Management, CRM, Sales Operations, Marketing, Account Management, Teamwork, Marketing Strategy, Financial Services, Investment Brokerage
Education
Platt College 2010 — 2011
3D Animation, Organic Modeling
Gnoman School of Visual Effects 2001 — 2003
Maya Modeling, Animation, Texture Mapping, Lighting
Fashion Institute of Technology 1989 — 1994
BFA, Illustration
Donna Panagiotou's Stratos Wealth Partners Experience July 2013 - February 2015
Job Lead Administrative Assistant at EQT Corporation
Industry Oil & Energy
Experience
EQT Corporation February 2015 - Present
Stratos Wealth Partners July 2013 - February 2015
The Bank of New York Mellon May 2013 - July 2013
Legend Financial Advisors, Inc. August 2005 - February 2013
Superior Court of Pennsylvania January 1988 - December 2002
University of Pittsburgh Katz Graduate School of Business March 1987 - January 1988
Skills
PowerPoint, Editing, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Outlook, Access, Proofreading, Marketing Communications, Newsletters, Event Planning, Marketing
Education
Geneva College 2009 — 2011
Bachelor's Degree
Duquesne University
Carnegie Mellon University
EQT Corporation February 2015 - Present
Stratos Wealth Partners July 2013 - February 2015
The Bank of New York Mellon May 2013 - July 2013
Legend Financial Advisors, Inc. August 2005 - February 2013
Superior Court of Pennsylvania January 1988 - December 2002
University of Pittsburgh Katz Graduate School of Business March 1987 - January 1988
Skills
PowerPoint, Editing, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Outlook, Access, Proofreading, Marketing Communications, Newsletters, Event Planning, Marketing
Education
Geneva College 2009 — 2011
Bachelor's Degree
Duquesne University
Carnegie Mellon University
Ben Forgrave's Stratos Wealth Partners Experience June 2012 - Present
Job Marketing Associate
Industry Investment Management
Experience
Stratos Wealth Partners June 2012 - Present
Huntington Wealth Advisors August 2010 - June 2012
Mercer Advisors March 2006 - August 2010
BISYS Fund Services 2001 - 2006
Skills
401k, Series 7, Series 63, Series 65, 401k Rollovers
Education
Mount Vernon Nazarene University 1997 — 2000
Communication
Mount Vernon Nazarene University 1997 — 2000
Communication
Stratos Wealth Partners June 2012 - Present
Huntington Wealth Advisors August 2010 - June 2012
Mercer Advisors March 2006 - August 2010
BISYS Fund Services 2001 - 2006
Skills
401k, Series 7, Series 63, Series 65, 401k Rollovers
Education
Mount Vernon Nazarene University 1997 — 2000
Communication
Mount Vernon Nazarene University 1997 — 2000
Communication
Sarah Bunka's Stratos Wealth Partners Experience April 2011 - August 2011
Job Student at High Point University
Industry Accounting
Experience
Yours Truly Restaurant April 2013 - Present
Nordstrom April 2013 - Present
Western Reserve Racquet Club and Group X August 2011 - Present
Morgan Stanley June 2012 - August 2012
Premier Development Partners May 2012 - August 2012
Stratos Wealth Partners April 2011 - August 2011
Education
High Point University 2010 — 2014
High Point University
B.S.B.A, Business Administration; Entrepreneurship
Yours Truly Restaurant April 2013 - Present
Nordstrom April 2013 - Present
Western Reserve Racquet Club and Group X August 2011 - Present
Morgan Stanley June 2012 - August 2012
Premier Development Partners May 2012 - August 2012
Stratos Wealth Partners April 2011 - August 2011
Education
High Point University 2010 — 2014
High Point University
B.S.B.A, Business Administration; Entrepreneurship
Kelly Allan's Stratos Wealth Partners Experience November 2010 - Present
Job Administrative Assistant at Stratos Wealth Partners
Industry Investment Management
Experience
Stratos Wealth Partners November 2010 - Present
SourceOne Healthcare Technologies 1998 - 2005
International Capital Enterprises 1994 - 1998
Education
Lakeland Community College 1992 — 1993
Criminal Justice/Law Enforcement
Willoughby South High 1988 — 1992
Diploma
Stratos Wealth Partners November 2010 - Present
SourceOne Healthcare Technologies 1998 - 2005
International Capital Enterprises 1994 - 1998
Education
Lakeland Community College 1992 — 1993
Criminal Justice/Law Enforcement
Willoughby South High 1988 — 1992
Diploma
Craig P. Adams's Stratos Wealth Partners Experience June 2012 - Present
Job Partner and Wealth Advisor at Stratos Wealth Partners
Industry Financial Services
Experience
Stratos Wealth Partners June 2012 - Present
Morgan Stanley Smith Barney 1984 - 2012
Skills
Wealth Management, Stocks, Bonds, Mutual Funds, Securities, Financial Planning, Portfolio Management, Retirement Planning, Investment Advisory, Asset Allocation
Education
Southern Utah State College 1977 — 1981
Bachelor of Science, Business Administration
The American College
CFP Certification
Stratos Wealth Partners June 2012 - Present
Morgan Stanley Smith Barney 1984 - 2012
Skills
Wealth Management, Stocks, Bonds, Mutual Funds, Securities, Financial Planning, Portfolio Management, Retirement Planning, Investment Advisory, Asset Allocation
Education
Southern Utah State College 1977 — 1981
Bachelor of Science, Business Administration
The American College
CFP Certification
Rick Duffield's Stratos Wealth Partners Experience February 2009 - Present
Job Founding Partner at Stratos Wealth Partners
Industry Financial Services
Experience
Stratos Wealth Partners February 2009 - Present
Aspen Management Group, Ltd December 1996 - January 2009
Auditor February 1982 - October 1984
Skills
Investments, Finance, Portfolio Management, Financial Analysis, Financial Planning, Wealth Management, Financial Services, Equities, Management, Retirement Planning
Education
Bowling Green State University 1981 — 1982
Master of Business Administration (MBA), Management Information Systems, General
Bowling Green State University 1976 — 1980
Accounting
Stratos Wealth Partners February 2009 - Present
Aspen Management Group, Ltd December 1996 - January 2009
Auditor February 1982 - October 1984
Skills
Investments, Finance, Portfolio Management, Financial Analysis, Financial Planning, Wealth Management, Financial Services, Equities, Management, Retirement Planning
Education
Bowling Green State University 1981 — 1982
Master of Business Administration (MBA), Management Information Systems, General
Bowling Green State University 1976 — 1980
Accounting