The Planning Group of Scottsdale, LLC
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The Planning Group of Scottsdale, LLC Employees
United Planners Financial Services August 2012 - Present
Synergy Financial Group of Arizona July 2010 - Present
ASEA 2012 - 2013
GWRRA 2009 - 2011
The Planning Group of Scottsdale, LLC March 2004 - June 2010
RBC Wealth Management May 2002 - March 2004
Sutro & Co 1998 - 2002
Skills
Certified Financial..., 401k, Securities, Management, Wealth Management, Investments, Investment Advisory, Wealth, Marketing, Fixed Annuities, FINRA, Wealth Management..., Retirement Planning, Financial Advisory, Retirement, Asset Allocation, Investment Management, IRAs, Asset Management, Strategic Financial..., Series 63, Series 7, Life Insurance, Mutual Funds, Estate Planning, Alternative Investments, Long-term Care, Finance
Education
Northern Arizona University, College of Business Administration 1964 — 1967
Bachelor of Science, Marketing
University of Phoenix October 2014 - Present
University of Phoenix October 2007 - October 2014
The Planning Group of Scottsdale, LLC April 2007 - October 2007
Pegasus Solutions March 2006 - March 2007
The Analytical Group 2003 - 2006
Skills
Power drinking, Data Entry, Outlook, Student Affairs, Office Administration, Critical Thinking, Higher Education, Event Planning, Time Management, Admissions, Administrative..., Research, Training, Community Outreach, Public Speaking, Fundraising, Resume Writing, Nonprofits, Leadership, Social Networking
Education
University of Phoenix 2011 — 2014
Associate of Arts (A.A.), Communication, General
School of Hard Knocks 1998 — 2003
n/a, n/a
Intellischool Phoenix 1996 — 1998
High School Diploma
Synergy Financial Group of Arizona June 2010 - Present
The Planning Group of Scottsdale, LLC May 2005 - June 2010
Summer Wealth Managment August 2002 - May 2005
Skills
ChFC, IRS Enrolled Agent, AAMS, Series 7, Series 65, Series 63, Arizona Life and Health..., Tax Preparation, Holistic Financial..., Investment Advisory...
Education
Grand Canyon University 2013 — 2014
Bachelor's Degree, Finance and Economics
The American College 2009 — 2012
ChFC Program, Comprehensive Financial Planning
Axia College of The University of Phoenix
Associate of Arts (AA), Financial Planning and Services
Biltmore Wealth Advisors September 2012 - Present
Camelback Wealth Management, LLC August 2010 - September 2012
The Planning Group of Scottsdale, LLC January 2008 - August 2010
Capitol Wealth Advisors August 2006 - January 2008
UBS Wealth Management August 2005 - August 2006
Stone & Youngberg October 2004 - July 2005
Northern Trust March 2002 - October 2004
DriveTime January 2000 - March 2002
Belae Brands September 1998 - January 2000
PricewaterhouseCoopers August 1997 - September 1998
Skills
Alternative Investments, Securities, Wealth Management, Bonds, Options, Investment Strategies, Asset Allocation, Financial Planning, Portfolio Management, Fixed Income, Equities, Investments, Asset Management, Financial Modeling, Mutual Funds, Capital Markets, Derivatives, Private Equity, Trading, Financial Markets, Retirement Planning, Financial Advisory, Investment Advisory, Finance, Valuation, Risk Management, Retirement, Estate Planning, Series 7, Wealth, Strategy, Hedge Funds, Retirement Plan...
Education
University of Southern California - Marshall School of Business 1995 — 1997
MBA, Emphasis in Finance and Business Economics
Pepperdine University 1988 — 1992
B.S., Business and Finance
East Harbour Capital June 2012 - Present
The Planning Group of Scottsdale, LLC October 2010 - June 2012
Duncan Financial c/o Northwestern Mutual Financial Network March 2003 - October 2010
Citibank, Smith Barney April 2000 - April 2001
Skills
Investment Advisory..., Financial Planning
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
Tufts University 1984 — 1988
BA, History
Rexel February 2015 - Present
FloWav, Inc. May 2014 - February 2015
Decatur Electronics January 2014 - May 2014
Decatur Electronics April 2013 - January 2014
Guaranteed Rate May 2012 - April 2013
Ulthera, Inc November 2011 - March 2012
The Planning Group of Scottsdale, LLC July 2011 - November 2011
Aero-mark LLC April 2011 - August 2011
Honest Tea April 2010 - September 2010
Personal Volunteer Work 2008 - 2010
Skills
Marketing, Event Planning, Advertising, Social Media Marketing, Sales, Management, Leadership, Social Networking, Press Releases, Microsoft Office, Email Marketing, Marketing Strategy, Salesforce.com, Business Development, Sales Management, Public Relations, Digital Marketing, Blogging, Corporate Communications
Education
Arizona State University 2008 — 2012
Tourism Development and Management, Special Events Management, Convention Sales & Meeting Planning
UBS July 2015 - Present
Morgan Stanley December 2012 - July 2015
BTIG May 2012 - July 2012
The Planning Group of Scottsdale, LLC August 2010 - May 2012
Kvichak Anglers August 2009 - August 2010
Education
Arizona State University, W. P. Carey School of Business 2009 — 2013
Bachelor of Science (BS), Finance, General
Arizona State University - W. P. Carey School of Business
Finance, General
GenSpring Family Offices June 2010 - Present
RIA Solutions, LLC April 2010 - Present
Meridian United Capital, LLC April 2009 - June 2010
The Planning Group of Scottsdale, LLC December 2007 - June 2010
COUNTRY Financial® August 2006 - August 2007
The Vanguard Group® January 1999 - August 2006
Skills
SEC, Investment Advisers Act, Investment Company Act, CFTC, Commodity Exchange Act, Regulatory Requirements, Regulatory Compliance, Regulatory Filings, Risk Assessment, Surveillance, Testing, Risk Management, Policy Writing, Procedure Development, Procedure Review, Employee Training, Executive Reporting, Presentation Development, Series 65, Mutual Funds, Investments, Investment Advisory
Education
Auburn University 1995 — 1998
Bachelor of Science (B.S.), Finance
Michigan State University 1993 — 1995
Biology, General
Wilbanks Securities, LLC June 2012 - Present
The Planning Group of Scottsdale, LLC April 2011 - June 2012
Ameriprise Financial January 2005 - April 2011
Bank of America / JP Morgan Chase Bank November 2003 - January 2005
The Federal Reserve Bank - Portland Branch October 1997 - November 2003
Skills
Series 7, Retirement Planning, Uniform Combined State..., Strategic Financial..., Wealth Management, Retirement, Estate Planning, Investment Advisory, Financial Advisory, Mutual Funds, Long Term Care Insurance, Fixed & Variable..., Licensed Life Insurance..., MBA, JD, Variable Annuities, Long-term Care, Investments, Financial Planners, Portfolio Management, Financial Services, Wealth, Finance, Series 63
Education
College for Financial Planning 2014 — 2015
University of Washington School of Law 1988 — 1991
JD, Juris Doctorate - Business Law
Seattle Pacific University 1985 — 1987
MBA, Business & Finance
Washington State University 1981 — 1985
BA - Business, Business, Finance & Hotel Administration
Industrial Light & Magic March 2014 - Present
HR Answers, Inc. July 2013 - January 2014
Boly:Welch March 2012 - June 2013
The Planning Group of Scottsdale, LLC October 2010 - September 2011
Yelp.com April 2010 - October 2010
Skills
Social Media Marketing, Salesforce.com, Event Planning, Advertising, Social Media, Facebook, Social Networking, PowerPoint, Management, Training, Recruiting, Human Resources, Sales, CRM, Customer Service, Marketing
Education
University of Oregon 2004 — 2008
Bachelor of Science
Riverdale
The Planning Group of Scottsdale, LLC August 2008 - Present
Alare Capital Partners 2006 - 2008
Merrill Lynch February 2004 - May 2005
Education
Tulane Unversity 2000 — 2002
Bachelors, Finance, Communications
Boston University 1998 — 2000
Public Relations