United Capital Financial Partners, Inc
Address: 60601, 200 N LaSalle Blvd #2360, Chicago, IL 60606 Hours: Closed ⋅ Opens 8:30AM Thu Wednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (312) 997-5669Website: Place name: : : Category: : : : : Website: https://www.unitedcp.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of United Capital Financial Advisers Posting publicly on the Web Write a review Reviews Be the first to review
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United Capital Financial Partners, Inc Employees
United Capital Financial Partners, Inc August 2006 - Present
Skills
Account Reconciliation, Accruals, Auditing, Bank Reconciliation, Financial Analysis, Financial Reporting, Variance Analysis, Management, Great Plains Software, Accounts Receivable, Accounts Payable, Journal Entries, Analysis, Invoicing, Accounting, Financial Accounting, Financial Statements, Cost Accounting, QuickBooks
Education
University of California, Irvine 2002 — 2006
Bachelor of Science (BS), Sociology
United Capital Financial Advisers, LLC February 2015 - Present
United Capital Financial Advisers, LLC July 2014 - February 2015
Evolution Hospitality September 2012 - June 2014
United Capital Financial Partners, Inc April 2011 - September 2012
California Bank & Trust May 2007 - April 2011
Skills
MS Excel, Access, &..., Financial Analysis, Budgeting, Forecasting, Dashboard Metrics, Board of Directors..., Salesforce.com, FRx Report Designer, Variance Analysis, Bilingual-Spanish, Microsoft Excel, Budgets, Business Development, Financial Modeling, Financial Reporting, Investments, Finance, Process Improvement, Management, Leadership, Strategic Planning, Credit
Education
University of San Diego 2003 — 2009
Bachelors of Business Administration
Capstone Partners LLC April 2015 - Present
Plethora Businesses July 2012 - October 2014
United Capital Financial Partners, Inc January 2012 - June 2012
1StopLegalForms, Inc. April 2003 - September 2009
Education
University of San Diego 2009 — 2012
Bachelor of Business Administration (B.B.A.)
Santa Margarita Catholic High School
High School Diploma
United Capital Financial Partners, Inc August 2012 - Present
Girard Securities August 2012 - Present
Ricker Retirement Specialists December 2008 - April 2012
Andregg Contracting Inc. August 2002 - November 2008
Cheley Colorado Camps May 2005 - August 2006
Skills
Asset Allocation, Finance, Mutual Funds, Financial Analysis, Strategic Financial..., Series 7, Retirement, Financial Planning, Uniform Combined State..., Financial Reporting, QuickBooks, Microsoft Excel, Public Speaking, Customer Service
Education
Texas State University 2004 — 2008
BBA, Finance, CFP Program, Latin American Business Certificant
University of Kansas 2003 — 2004
Ursuline Academy of Dallas 1999 — 2003
High School Diploma
EA Wealth Management March 2015 - Present
Fountainhead Wealth December 2013 - 2015
Cambridge Investment Research December 2013 - 2015
United Capital Financial Partners, Inc October 2010 - November 2013
Girard Securities October 2010 - November 2013
Morgan Stanley Smith Barney 2010 - 2010
Investment Advisors International 2008 - 2010
Skills
Investments, Investment Management, Retirement Planning, Investment Advisory, Retirement, Wealth Management, Wealth, Asset Allocation, Wealth Management..., Series 7, Mutual Funds, Fixed Annuities, FINRA, IRAs, Financial Planners, 401k, Securities, ETFs, Strategic Financial..., Estate Planning, Investment Strategies, Retirement Plan..., Asset Management, Series 63, Finance, Financial Advisory, Series 65, Alternative Investments, High Net Worth..., Roth IRA, Wealth Accumulation, Personal Financial...
Education
University of Missouri-Columbia
Business Administration & Finance
William Woods University
Business Administration & Finance
George Jenkins High School
4.0
United Capital Financial Partners, Inc October 2010 - Present
Little Elm Economic Development Corporation November 2010 - May 2014
VQ Interactive Solutions LLC March 2006 - November 2010
TAB Boards International November 2001 - March 2006
AT&T Broadband July 2000 - October 2001
Outward Bound USA March 2000 - June 2000
Internet Communications July 1999 - February 2000
First City Financial April 1998 - June 1999
Teletech Holding March 1996 - April 1998
Pacesetter Corporation February 1994 - March 1996
Skills
Customer Service, Strategic Planning, Management, Team Building, Public Speaking, Sales, Leadership Development, Business Strategy, Marketing Strategy, Negotiation, Budgets, Business Planning, Coaching, New Business Development, Program Management, Small Business, Start-ups, Executive Management, Business Development, Mergers & Acquisitions, Management Consulting, Organizational..., Entrepreneurship, Strategy, Project Planning, Marketing, Leadership
Education
Emporia State University 1978 — 1981
Creative Synergy Concepts December 2014 - Present
United Capital Financial Partners, Inc April 2013 - November 2014
Northwestern Mutual June 2012 - March 2013
Northwestern Mutual March 2011 - June 2012
Education
Oklahoma State University 2006 — 2010
Bachelor of Science, Management
United Capital Financial Advisers, LLC August 2013 - Present
Girard Securities July 2010 - Present
Dunn Hogerty Private Wealth Counseling December 2004 - Present
United Capital Financial Partners, Inc July 2010 - August 2013
UBS October 2002 - December 2004
Morgan Stanley May 2001 - April 2002
The Alaska Club September 2000 - May 2001
Boston University 1998 - 2000
Skills
Wealth Management, Mutual Funds, Retirement Planning, Investment Advisory, Series 7, Asset Allocation, Securities, Series 63, Retirement, Estate Planning, Investments, Portfolio Management, Strategic Financial..., Asset Management
Education
Boston University 1996 — 2000
Bachelor of Arts (B.A.), Cum Laude, Political Science
Robert Service High School 1992 — 1996
Wawona Elementary School
Capital Advisory Group, Inc. June 2011 - Present
United Capital Financial Partners, Inc February 2010 - May 2011
Skills
Investments, Financial Analysis, Retirement Planning, Wealth Management, Mutual Funds, Strategic Financial..., Portfolio Management, Asset Management, Investment Strategies, Financial Modeling
Education
Texas Tech University 2009 — 2011
Masters of Science, Wealth Management
Abilene Christian University 2004 — 2008
Bachelor of Business Administration, Finance
United Capital Financial Advisers, LLC October 2014 - Present
Tactile Medical May 2014 - July 2014
United Capital Financial Advisers, LLC June 2012 - May 2014
United Capital Financial Partners, Inc May 2011 - May 2012
Lonestar Industries, LLC. May 2009 - May 2011
Skills
Retirement Planning, Salesforce.com, Strategic Planning, Account Management, Sales, Business Development, Social Media Marketing, Social Media, Program Management, Training, Management, Accounting, Financial Advisory, Strategic Financial..., Investments, Asset Allocation, Financial Planning, Customer Service, PowerPoint, Microsoft Office, Microsoft Excel
Education
Texas Tech University 2008 — 2012
Bachelor of Science, Personal Financial Planning
United Capital Financial Partners, Inc January 2012 - Present
Hyundai Capital America March 2010 - January 2012
Wells Fargo (Wachovia acquired by Wells Fargo) January 2009 - March 2010
Wachovia Dealer Services (Westcorp acquired by Wachovia) August 2002 - January 2009
Westcorp June 2000 - August 2002
Mission Hospital November 1998 - June 2000
Jack in the Box March 1996 - October 1998
Skills
Organizational..., Talent Management, Executive Coaching, Strategic Planning, Integration, Leadership Development, Performance Management, Change Management, Succession Planning, Coaching, HR Strategy, Employee Engagement, Organizational..., Organizational Design, Team Building, Organizational Change, Executive Development, Leadership, Human Resources, HRIS, Recruiting, Employee Benefits, Strategy, Employee Relations, Deferred Compensation, Executive Management, Management, Hiring, Onboarding, Training, Talent Acquisition, Personnel Management, Organizational..., Performance Improvement, Employee Training, Business Strategy, Mergers & Acquisitions, Benefits Administration, College Recruiting, Applicant Tracking..., Workforce Planning
Education
Chapman University 1999 — 2002
MAOL, Organizational Leadership
University of San Francisco 1996 — 1998
BS, Organizational Behavior
United Capital Private Wealth Counseling July 2013 - Present
United Capital Private Wealth Counseling July 2013 - Present
Girard Securities February 2006 - Present
United Capital Financial Partners, Inc February 2006 - January 2013
Thrivent Financial October 1998 - July 2005
Skills
Investments, Asset Allocation, Strategic Financial..., Retirement, Asset Management, Equities, Financial Services, Securities, Financial Advisory, Alternative Investments, Investment Strategies, Wealth Management, Mutual Funds, Wealth, Financial Planning, Financial Analysis, Management
Education
California State University-Stanislaus
Bachelor's degree, Psychology
Modesto Junior College
Associate's degree, General Education
United Capital Financial Partners, Inc July 2011 - Present
Girard Securities October 2011 - Present
Bank of America February 2005 - July 2011
Dell August 1999 - February 2005
Skills
Investments, Insurance, Investment Management, IRAs, Asset Management, Retirement Planning, Investment Advisory, Tax-advantaged..., Budgets, Wealth Management, Fixed Annuities, Variable Annuities, Indexed Annuities, 529 Plans, College Funding..., Life Insurance, Long Term Care Insurance, Risk Management
Education
The University of Texas at Dallas 1999 — 2002
B.S., Finance
College Hospital Cerritos July 2011 - Present
United Capital Financial Partners, Inc April 2012 - September 2012
Education
Humboldt State University 2006 — 2011
Bachelor's degree, Psychology
United Capital Financial Advisers, LLC January 2014 - Present
United Capital Financial Partners, Inc February 2013 - January 2014
Ramada Dallas by Wyndham January 2009 - March 2013
Northwest Hospitality LLC August 2007 - January 2009
Skills
Customer Service, Cash Management, Customer Satisfaction, Microsoft Office, Microsoft Excel, Microsoft Word, Cash Collection, Operations Management, A/R Management, A/R analysis, Cash Posting, Aging Reports, Collections, Financial Modeling, Hotel Administration, Investments
Education
The University of Texas at Arlington 2009 — 2011
Master of Business Administration (MBA), Accounting and Finance
The University of Texas at Arlington
Bachelor, Business Administration; Finance
United Capital Financial Partners, Inc September 2012 - Present
Quantuvis Consulting a subsidiary of Genworth Financial August 2010 - September 2012
Best Best & Krieger LLP August 2008 - July 2010
Skills
Financial Analysis, Business Analysis, Financial Modeling, Financial Reporting, Accounting, Banking, Microsoft Excel, Strategic Financial..., Process Improvement, Risk Management, Analysis, Business Process..., Financial Accounting, Corporate Finance, Account Reconciliation, Auditing, Finance, Strategic Planning, Management, Leadership
Education
California State University-San Bernardino 2005 — 2008
B.A., Finance & Accounting
BMW of Chattanooga September 2013 - Present
Tom Williams BMW/Mini of Birmingham May 2012 - September 2013
United Capital Financial Partners, Inc September 2011 - May 2012
Morgan Keegan & Company, Inc. October 2010 - September 2011
ALSAC May 2009 - August 2009
Firefly Distillery January 2009 - April 2009
Stefner Commercial Real Estate May 2008 - August 2008
Skills
Wealth Management, Investments, Portfolio Management, Financial Reporting, Asset Allocation, Insurance, Microsoft Office, Customer Relations, Financial Planning, Long Term Care
Education
University of Mississippi 2005 — 2009
B.B.A., Risk Management and Insurance; Minor-Real Estate
Memphis University School 2000 — 2005
GoalQueste June 2014 - Present
Costello Asset Management February 2013 - May 2014
United Capital Financial Partners, Inc January 2010 - November 2012
Sage Financial Group January 2007 - April 2009
Penn Mutual Life Insurance April 2004 - January 2007
Lincoln Financial Advisors March 2002 - April 2004
Nye, Parnell & Emerson June 2000 - April 2002
Valley Forge Asset Management 1996 - 2000
Skills
Investment Management, Investment Advisory, Asset Allocation, Wealth Management, Mutual Funds, Portfolio Management, Investments, Certified Financial..., iRebal, Trading, Financial Advisory, Finance, Securities, Financial Planning, Asset Management, Investment Strategies, Equities
Education
Drexel University - College of Business and Administration
MBA, Investment Management
Elizabethtown College
Bachelor of Science (B.S.), Business Administration and Management, Finance
United Capital Financial Advisers, LLC September 2014 - Present
961st EN BN Seagoville, Tx. Army Reserve August 2011 - Present
United Capital Financial Partners, Inc December 2012 - August 2014
United Capital Financial Advisers, LLC 2012 - 2014
Papa Johns September 2010 - April 2011
Gallery Furniture December 2008 - December 2008
Cabela's June 2005 - December 2006
, Cabelas Inc May 2005 - December 2006
Skills
Leadership, Management, Customer Service, Microsoft Office, Team Building, Microsoft Word, Military, Microsoft Excel, Time Management, Leadership Development, Data Analysis, Analysis, Investments, Training, Inventory Management, Public Speaking, PowerPoint, Event Planning, Research, Social Media, Security Clearance, Marketing, Strategic Planning, Account Management, Process Improvement, Financial Analysis, Outlook, Army, Project Management, Access, Business Development, New Business Development, Military Experience, Business Analysis, Military Operations, Organizational..., Operational Planning, Operations Management, Mutual Funds, Finance, Financial Planning, Aircraft Systems, Data Entry, Security, Strategic Financial...
Education
Army Officer Candidate School 2012 — 2012
Texas A&M University 2006 — 2011
University Studies, Leadership & Development
Texas A&M University 2006 — 2011
Bachelor's degree, Leadership & Development
Birdville High School 2002 — 2006
United Capital Financial Partners, Inc January 2013 - Present
United Capital Finanical Partners, Inc February 2006 - December 2012
Skills
Wealth Management, Investment Advisory, Asset Allocation, Strategic Planning, Portfolio Management, Mutual Funds, Investments, Strategic Financial..., Salesforce.com, Alternative Investments, Retirement Planning, Asset Management, Investment Management, Investment Strategies, Series 63
Education
The University of Texas at Austin 1981 — 1983
MBA
Thrive Wealth Management, LLC October 2013 - Present
United Capital Financial Partners, Inc November 2011 - October 2013
SEI Investments March 2006 - November 2011
SEI Investments March 2004 - March 2006
Skills
CERTIFIED FINANCIAL..., New Business Development, Sales, Relationship Management, Financial Services, Management, Investments, Finance, Portfolio Management, Certified Financial...
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2007
MBA, Finance
University of Pittsburgh 2000 — 2003
BSBA, Finance
General Motors September 2013 - Present
Texas Tech University May 2012 - August 2013
United Capital Financial Partners, Inc August 2012 - May 2013
Lance Armstrong Foundation May 2012 - July 2012
Faith United Methodist Church November 2010 - December 2011
Target August 2008 - November 2010
Skills
HTML, CSS, Java, JavaScript, Visual Studio, Dreamweaver, Salesforce.com, C#, jQuery, Photoshop, Aptana, Expression Web, Microsoft SQL Server, Microsoft Office, Articulate Suite, CyberU, Eclipse
Education
Texas Tech University 2011 — 2013
MIS, Business
University of North Texas 2009 — 2011
BCIS, Business
El Camino Real Financial Advisors December 2010 - Present
United Capital Financial Partners, Inc August 2008 - April 2010
SagePoint Financial March 2001 - August 2008
Skills
ARFF Certificate in..., Hazardous Material..., NREMT, BLS
Education
University of California, San Diego
BA, Chemistry
United Capital Financial Partners, Inc September 2008 - Present
PricewaterhouseCoopers September 2003 - September 2008
GE Capital September 1998 - September 2003
Skills
Wealth Management, Strategic Financial..., Alternative Investments, Investment Management, Portfolio Management, Mutual Funds, Capital Markets, Investment Advisory, Investments, Wealth, Asset Managment, Hedge Funds, Private Equity, Investment Strategies, Asset Management, Business Planning, Asset Allocation, High Net Worth..., Financial Planning, Management
Education
The University of Connecticut School of Business 2003 — 2006
MBA, Leadership
John F. Welch Leadership Development 2002 — 2003
Leadership, Executive Leadership
UCLA 1992 — 1994
Certificate Program, Film, Television & Digital Media
The Ohio State University - The Max M. Fisher College of Business 1986 — 1990
B.S.B.A., Marketing
United Capital Financial Partners, Inc September 2005 - Present
Successful Retirement Planning March 1989 - August 2005
Burnside Lee and Associates 1984 - February 1989
Skills
Retirement Planning, Investments, Estate Planning, Investment Strategies, Securities, High Net Worth..., Series 7, Strategic Financial..., Wealth Management, Wealth, Finance, Investment Advisory, Wealth Management..., Asset Management, Financial Planning, Asset Allocation, Insurance, Portfolio Management, Alternative Investments, Mutual Funds, Risk Management, Public Speaking, Hedge Funds, Small Business..., Financial Planners, Tax, Trusts, Asset Based Lending, Asset Protection, Business Acquisition...
Education
University of Pennsylvania - The Wharton School 1991 — 1992
CIMA, Certified Investment Management Analyst
Bridgespan February 2015 - Present
United Capital Financial Partners, Inc May 2010 - January 2015
Invest Financial 1984 - 2000
Merrill Lynch 1982 - 1984
Skills
Wealth Management, Mutual Funds, Retirement Planning, Investment Advisory, Investments, Strategic Financial..., Mergers & Acquisitions, Retirement, Asset Allocation, Securities, Financial Advisory, Estate Planning
Education
College for Financial Planning 1987 — 1989
CFP, Financial Planning
State University of New York at Buffalo - School of Management 1977 — 1981
BS, Management
KPMG May 2015 - Present
United Capital Financial Advisers, LLC April 2015 - May 2015
United Capital Financial Partners, Inc May 2012 - July 2014
Best Beverage Catering December 2007 - October 2011
Appreciation Events 2010 - 2011
Skills
Social Media Marketing, Management, Event Planning, Administrative..., Office Administration, Bartending, Corporate Events, ADP Payroll, Payroll, Direct Sales, Direct Mail, Retail Buying, Team Building, Salesforce.com, GoToMeeting, Event Management
Education
San Francisco State University 2008 — 2010
Fashion Merchandising and Apparel Design, Marketing
GoalQueste, LLC September 2011 - Present
United Capital Financial Partners, Inc October 2008 - September 2011
Sage Financial Group December 2005 - September 2008
CNFA 1999 - 2005
Peace Corps 1997 - 1999
Skills
Strategic Financial..., Investments, Retirement Planning, Wealth Management, Business Planning
Education
Boston University 2005 — 2006
Financial Planning
Greenville College 1993 — 1997
Business Administration
United Capital Financial Advisers, LLC January 2015 - Present
United Capital Financial Partners, Inc June 2012 - December 2014
The Householder Group December 2006 - June 2012
The Householder Group April 2008 - November 2009
The Householder Group December 2006 - April 2008
Schwab Institutional (now Charles Schwab Advisor Services) April 2004 - April 2005
New York Life Insurance Company August 2001 - January 2004
Auctionwatch.com (now Vendio Services, Inc.) June 2000 - August 2001
Petstore.com January 2000 - May 2000
Panamax January 1994 - 1999
Skills
Marketing Strategy, Growth Strategies, Sales Strategy, Lead Generation, Customer Segmentation..., Business Planning, Financial Advisory, Analytics, Marketing Automation, Digital Marketing, Email Marketing, Management, Salesforce.com..., Business Coaching, Sales Management, Relationship Management, Marketing, Direct Marketing, Strategy, Leadership, Marketing Communications, Wealth Management, CRM, Customer Retention, Social Media Marketing
Education
Dominican University of California
B.A., Psychology
Breakaway Ministries August 2014 - Present
The Southern Baptist Theological Seminary August 2012 - May 2014
The Southern Baptist Theological Seminary August 2012 - May 2014
United Capital Financial Partners, Inc August 2009 - May 2011
The Heights Fellowship August 2007 - May 2011
Northwestern Mutual May 2008 - 2008
Paramount Baptist Church 2004 - 2006
Skills
Public Speaking, Customer Service, Microsoft Office, Microsoft Excel, Team Building, Strategic Planning, Leadership, Sales, PowerPoint, Microsoft Word, Recruiting, Social Networking, Social Media, Insurance, Marketing
Education
The Southern Baptist Theological Seminary 2010 — 2014
Master of Divinity (M.Div.), Christian Ministry
Texas Tech University - Rawls College of Business 2007 — 2008
M.S., Personal Financial Planning
Texas Tech University 2004 — 2007
BA, Psychology
Randall High School 2001 — 2004
Energy Advisory Partners, A Division of Furtherlane Asset Management, LLC December 2012 - February 2014
Girard Securities December 2007 - August 2012
United Capital Financial Partners, Inc December 2007 - June 2012
Bear Stearns December 2003 - December 2007
Donaldson, Lufkin & Jenrette 1997 - 2001
Skills
Investments, Asset Managment, Investment Advisory, Portfolio Management, Strategic Financial..., Investment Strategies, Financial Advisory, Alternative Investments, Finance, Wealth Management, Series 7, Asset Allocation, Securities, Retirement Planning, Financial Analysis, Series 63, Retirement, Private Equity, Estate Planning, Investment Management, Risk Management, Wealth, Equities, Financial Services, Insurance, Hedge Funds, Investment Banking, Fixed Annuities, Fixed Income, Derivatives, High Net Worth..., Separately Managed..., Wealth Management..., Series 65, Energy, Asset Management, Mergers & Acquisitions, Due Diligence, FINRA, Trading, Mutual Funds, ETFs, Valuation, Capital Markets, IRAs, Financial Modeling, Venture Capital, Options, 401k, Relationship Management
Education
Texas Tech University 1985 — 1990
Walter G Schneckenburger Elementary August 2015 - Present
University of New Orleans May 2014 - Present
Longue Vue House and Gardens June 2015 - August 2015
Dop Antiques and Architecturals June 2014 - December 2014
National Bankers Trust September 2013 - January 2014
Duncan-Williams, Inc. August 2012 - June 2013
United Capital Financial Partners, Inc June 2011 - June 2012
Amy Howard Collection August 2011 - November 2011
Hermann-Grima Historic House February 2011 - May 2011
Dixon Gallery and Gardens June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Social Networking, Editing, Public Speaking, Nonprofits, Salesforce.com, Photoshop, Social Media Marketing, Administrative..., Fundraising, PowerPoint, Microsoft Word, Social Media, Event Planning
Education
Tulane University 2007 — 2011
BA, Art History, Studio Art
IES Abroad-Rome 2009 — 2009
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
St. Mary's Episcopal School 1995 — 2007
United Capital Financial Partners, Inc October 2011 - Present
Peak Capital Investment Services February 2007 - October 2011
Jones Securities/Jones Intercable April 1985 - December 2002
Skills
Excellent Client..., Proven Problem Solving..., High Organizational..., oTeam..., oSuccessful..., oWorking knowledge of...
Education
Columbus College of Art & Design
United Capital Financial Partners, Inc October 2011 - Present
Girard Securities October 2011 - Present
DEVCO Financial LLC March 2013 - Present
Brian Lee & Franklin Co August 2009 - Present
Peak Capital Investment Services July 2008 - Present
LPL Financial January 2008 - October 2011
Collaborative Wealth Management January 2008 - July 2008
Skills
Wealth Management, Retirement Planning, Asset Management, Securities, Wealth Management..., Wealth, Financial Planning, Investments, Finance, Risk Management, Strategic Financial..., Strategic Planning, Investment Banking, Private Equity, Financial Planners, Insurance, Tactical Asset..., Investment Strategies, Portfolio Management, Private Equity/Venture..., Series 7, Estate Planning, Financial Analysis, Asset Allocation, Equities, Investment Advisory, Trading, New Business Development, Financial Management, Financial Modeling, Retirement, Retirement Income..., Wealth Preservation, Income Generation, Rollovers, Roth IRA, IRA Rollovers, 401k Rollovers, IRA's, 401k, Investment Selection, Retirement Plan..., Separately Managed..., Options Strategies, Institutional Investors, Stocks, Alternative Assets, Series 63, Series 65, Cash Flow
Education
Baylor University 2002 — 2007
BA, Business; Corporate Communications
Baylor University - Hankamer School of Business 2002 — 2007
BA, Business; Corporate Communications
Comcast Business July 2015 - Present
Comcast Business April 2013 - Present
Comcast September 2012 - January 2013
GlaxoSmithKline June 2012 - September 2012
United Capital Financial Partners, Inc May 2011 - August 2011
Bennett Group Financial Services, LLC January 2011 - May 2011
B&W Tek, Inc. July 2010 - August 2010
Skills
Sales, Direct Sales, Account Management, Telecommunications, Sales Operations, Sales Process, New Business Development, Salesforce.com, B2B, Cold Calling, Customer Service
Education
Gettysburg College 2008 — 2012
B.A, Business Management
American University 2011 — 2011
International Business and Trade Semester Program
The Shipley School
UNLV September 2014 - Present
United Capital Financial Partners, Inc 2013 - 2013
Ameriprise Financial Services, Inc. August 2011 - August 2012
St. Cloud Downtown Council January 2011 - October 2011
St. Cloud Convention Visitors Bureau September 2009 - August 2010
Skills
Customer Service, Blogging, Event Planning, Event Management, Photography, PowerPoint, Social Media, Time Management, Marketing, Social Networking, Social Media Marketing, Microsoft Office, Public Speaking, Leadership, Public Relations, Microsoft Excel
Education
University of Nevada-Las Vegas 2014 — 2016
Bachelor's Degree, Hospitality Administration/Management
Saint Cloud State University - G.R. Herberger College of Business 2010 — 2011
Bachelor of Arts (B.A.), Marketing/PR, 3.8 GPA
St. Cloud Technical and Community College 2009 — 2011
Associate's Degree, Business Administration and Management, General
Bridgewater Associates October 2012 - Present
Bessemer Venture Partners October 2008 - October 2012
Betterment 2010 - 2012
United Capital Financial Partners, Inc 2009 - 2012
Battery Ventures July 2005 - August 2008
IFC 2002 - 2003
Morgan Stanley 2000 - 2002
Skills
Venture Capital, Investments, Private Equity, Corporate Development, Financial Modeling, Mergers & Acquisitions, Due Diligence, Valuation, Start-ups, Corporate Finance, Entrepreneurship, Investment Banking, Emerging Markets, Growth Capital, Angel Investing
Education
Harvard Business School 2003 — 2005
MBA
Cornell University 1996 — 2000
BS, Applied Economics
United Capital Financial Partners, Inc
Skills
Sales Management, Strategic Financial..., Wealth Management, Business Development, Investment Advisory, Executive Management, Business Analysis, New Business Development, Transaction Processing, Mergers, Acquisitions, Strategic Planning, Mergers & Acquisitions, Investments, Financial Services, Series 7, Fixed Income, Trading, Equities, Mutual Funds, Insurance, Portfolio Management, High Net Worth..., Banking, Financial Advisory, Investment Management, Investment Strategies, Retirement, Hedge Funds, Asset Management, Asset Allocation, Securities, Private Equity, Wealth Management..., Series 63, Alternative Investments, Wealth, Retirement Planning, FINRA, Financial Planning, Operations Management, Entrepreneurship, Leadership
Education
Bard College
Bachelor's degree
Scottrade May 2014 - Present
Key Management Group March 2013 - December 2013
United Capital Financial Partners, Inc 2005 - February 2013
Carson Wealth Management 2004 - 2005
Skills
Strategic Financial..., Retirement Planning, Estate Planning, Business Planning, Portfolio Management, Staff Management, Retirement, Investment Advisory, Project Management, Wealth Management, Mutual Funds, Investments, Operations Management, Financial Advisory, Wealth Management..., Asset Allocation, Series 7, Financial Planning
Education
Texas Tech University 1993 — 2000
BS, Personal Financial Planning
Highbank Capital Partners, LLC September 2014 - Present
Carrick Financial Consulting, LLC September 2013 - September 2014
United Capital Financial Partners, Inc May 2012 - June 2012
Dixon Gallery & Gardens 2007 - 2012
Triumph Bancshares, Inc. and Triumph Bank June 2006 - August 2011
United Capital Finanical Partners, Inc November 2010 - March 2011
Methodist Healthcare Foundation 2010 - 2011
Sovereign Wealth Management, Inc. June 1998 - November 2010
Investment Counsel & Trust Company January 1991 - May 1998
Leadership Memphis 1995 - 1996
Education
Boston University 2006 — 2008
Master of Science, Banking and Financial Services
The College for Financial Planning 1989 — 1990
Certified Financial Planner(tm), Financial Planning and Services
The University of Memphis 1976 — 1980
Bachelor of Professional Studies, Investments and Investor Psychology
Memphis University School 1972 — 1976
University of Memphis
Ph.D., Business Administration, Economics
Oldfields School April 2014 - Present
United Capital Financial Partners, Inc 1995 - Present
Artemis capital 1993 - 1995
R.W. Corby and co inc 1979 - 1993
Skills
Fixed Income, Bonds, Portfolio Management, Series 7, Investments, Alternative Investments, Asset Management, Asset Allocation, Securities, Wealth Management, Series 63, Mutual Funds, Equities, Hedge Funds, Investment Advisory, Capital Markets, Investment Management, Investment Strategies, Financial Services, Investment Banking
Education
Lake Forest College 1972 — 1976
BA, Art History
high school 1968 — 1972
oldfields 1968 — 1972
high school
United Capital Financial Partners, Inc July 2011 - Present
Seyfarth Shaw 2009 - 2011
Education
California State University-Fullerton 2007 — 2009
BA, Communication and Political Science
United Capital Financial Advisers, LLC September 2014 - Present
United Capital Financial Partners, Inc December 2012 - September 2014
Irvine Company - Resort at Pelican Hill January 2010 - January 2012
Irvine Company - Oak Creek Golf Club November 2007 - December 2009
Laguna Cliffs Marriott Resort & Spa August 2006 - January 2008
Skills
Customer Service, Great Plains Software, SAP
Education
San Diego State University-California State University 2001 — 2005
Finance, Accounting, Finance
Northern Trust Asset Management July 2012 - Present
United Capital Financial Partners, Inc December 2010 - June 2012
Smith Group Asset Management October 2007 - March 2009
Envestnet Asset Management February 1998 - September 2007
Skills
Mutual Funds, Asset Allocation, Asset Management, Portfolio Management, Securities, Wealth Management, Investments, Financial Advisory, Risk Management, Alternative Investments, Series 7
Education
Northern Illinois University 1994 — 1997
Bachelor of Science (BS), Accounting and Finance
Pathway Capital Management July 2012 - Present
United Capital Financial Partners, Inc February 2011 - July 2012
UBS Wealth Management September 2010 - February 2011
The Bank of New York Mellon May 2010 - August 2010
Monroe Capital November 2009 - April 2010
Bank of New York Mellon June 2009 - August 2009
Skills
Investments, Alternative Investments, Mergers, Asset Management, Private Equity, Portfolio Management, Valuation, Venture Capital, Due Diligence, Fund Of Funds, Asset Allocation, Finance, Asset Managment, Mergers & Acquisitions, Financial Analysis, Strategy
Education
Loyola University Chicago 2007 — 2010
BBA, Finance, Economics
United Capital Financial Advisers, LLC October 2014 - Present
Canterbury Consulting December 2012 - October 2014
United Capital Financial Partners, Inc June 2010 - December 2012
Skills
Investments, Asset Management, Portfolio Management
Education
San Diego State University-California State University 2003 — 2007
BS, Finance
Rodan + Fields Dermatologists May 2013 - Present
Tetra Tech Industries July 2011 - July 2013
TMK IPSCO August 2010 - June 2011
United Capital Financial Partners, Inc May 2009 - May 2010
Education
Texas Tech University 2005 — 2009
B.S., Personal Financial Planning
Optimal Weight Management Clinic, LLC June 2013 - Present
United Capital Financial Partners, Inc August 2004 - Present
United Capital Financial Advisers LLC November 2004 - Present
Skills
Writing, editing, due..., Securities, Coaching, Due Diligence, Public Speaking, Investments, Asset Management, Research, Corporate Law, Wealth Management, Mutual Funds, Hedge Funds
Education
Drake University
Bachelor of Arts, Master of Arts
Arizona State University
Executive Management
Mt. San Antonio College
Assoc in Science - Fine Arts
Broward County Public Schools August 2015 - Present
United Capital Financial Partners, Inc December 2011 - October 2012
Florida Atlantic University January 2011 - December 2011
Skills
Event Planning, Sports Management, Sports Marketing, Data Analysis, Customer Service, Salesforce.com, CRM, Microsoft Office, SPSS, Six Sigma, Photoshop, True Team Player, Project Management, New Business Development, Operations Management, Marketing, Social Media Marketing, Marketing Strategy, Social Networking, Strategic Planning, Microsoft Excel, Public Speaking, Leadership, PowerPoint
Education
Florida Atlantic University 2010 — 2012
Master of Business Administration (M.B.A.), Operations Management
University of Florida 2002 — 2008
Master of Science (M.S.), Sport Management
United Capital Financial Partners, Inc July 2010 - Present
ft.collins co. March 1977 - September 1981
Education
University of Notre Dame 1967 — 1971
Bachelor's degree, Finance, General
United Capital Financial Partners, Inc August 2012 - Present
Skills
Business Analysis, Risk Management, Strategic Financial..., Investments
Education
Ripon College
Apprisen August 2013 - Present
United Capital Financial Partners, Inc October 2012 - June 2013
Education
Florida Atlantic University 2013 — 2015
Master's Degree, Financial Economics
University of South Florida 2009 — 2012
Bachelor of Arts (B.A.), Economics and Philosophy
Florida Atlantic University
United Capital Financial Partners, Inc Administrative AssistantUnited Capital Financial Partners, Inc$
Skills
Microsoft Office, Microsoft Excel, Financial Planners, Employee Benefits, PowerPoint, Event Planning, Customer Service, Public Speaking, Finance, Organizational..., Calendaring, Travel Arrangements, Expense Reports, Recruiting, Heavy Calendaring, Executive Level..., Calendars, Executive Support, Meeting Scheduling, Retirement, Salesforce.com, Retirement Planning, 401k, Mutual Funds
Education
Eastern Illinois University