Brock and Associates
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Brock and Associates Employees
Employee
Years
Job
Industry
Marie Fitzgerald Marie Fitzgerald's Brock and Associates Experience July 2010 - December 2011
Job MBA Student
Industry Recreational Facilities and Services
Experience
Western Governors University February 2015 - Present
Barley's Canine Recreation Center March 2014 - February 2015
Salt Lake Regional Medical Center - Physical Therapy November 2012 - April 2014
Psychiatric & Behavioral Solutions January 2012 - December 2012
Brock and Associates July 2010 - December 2011
BYU-Hawaii Media Services August 2009 - April 2010
Texas Roadhouse May 2009 - August 2009
Bellows Air Force Station April 2009 - August 2009
BYU Provo Housing August 2007 - April 2008
Old Town & Country Carwash & Gas station May 2006 - August 2007
Skills
Marketing, Microsoft Office, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Event Planning, Time Management, Management, Research, Public Speaking, Leadership, Training, Social Media, Teamwork, Sales, Social Networking
Education
Western Governors University 2014 — 2016
Master of Business Administration (M.B.A.)
Ashworth College 2013 — 2014
Certificate, Veterinary/Animal Health Technology/Technician and Veterinary Assistant
Brigham Young University - Hawaii 2008 — 2010
Bachelor's Degree, Marketing, Human Resource, Organizational Behavior
College of Eastern Utah 2005 — 2007
Associate's Degree, Business Administration and Management, General
Western Governors University February 2015 - Present
Barley's Canine Recreation Center March 2014 - February 2015
Salt Lake Regional Medical Center - Physical Therapy November 2012 - April 2014
Psychiatric & Behavioral Solutions January 2012 - December 2012
Brock and Associates July 2010 - December 2011
BYU-Hawaii Media Services August 2009 - April 2010
Texas Roadhouse May 2009 - August 2009
Bellows Air Force Station April 2009 - August 2009
BYU Provo Housing August 2007 - April 2008
Old Town & Country Carwash & Gas station May 2006 - August 2007
Skills
Marketing, Microsoft Office, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Event Planning, Time Management, Management, Research, Public Speaking, Leadership, Training, Social Media, Teamwork, Sales, Social Networking
Education
Western Governors University 2014 — 2016
Master of Business Administration (M.B.A.)
Ashworth College 2013 — 2014
Certificate, Veterinary/Animal Health Technology/Technician and Veterinary Assistant
Brigham Young University - Hawaii 2008 — 2010
Bachelor's Degree, Marketing, Human Resource, Organizational Behavior
College of Eastern Utah 2005 — 2007
Associate's Degree, Business Administration and Management, General
Wade Klingler Wade Klingler's Brock and Associates Experience April 1993 - October 1993
Job Director of HR & Administration
Industry Automotive
Experience
Rightway Fasteners, Inc. December 1995 - Present
Yamakawa Mfg Corp October 1993 - December 1995
Brock and Associates April 1993 - October 1993
Skills
Human Resources, Process Improvement, Continuous Improvement, Compensation & Benefits..., Lean Manufacturing, Six Sigma, Global Human Resources..., Workforce Planning, Strategic Planning, Purchasing, Kaizen, Employee Recognition, Strategic Human..., Employee Handbooks, International HR, Executive Pay, Organizational..., Cross-functional Team..., Project Management, ERP Implementations, Information Technology, Microsoft Office, QAD, Health Insurance, 401k, Retirement Planning
Education
Brigham Young University 1991 — 1993
Master of Business Administration (MBA), Corporate Finance and Investments
Brigham Young University 1989 — 1991
Bachelor of Arts (BA), Japanese Language and Literature
Rightway Fasteners, Inc. December 1995 - Present
Yamakawa Mfg Corp October 1993 - December 1995
Brock and Associates April 1993 - October 1993
Skills
Human Resources, Process Improvement, Continuous Improvement, Compensation & Benefits..., Lean Manufacturing, Six Sigma, Global Human Resources..., Workforce Planning, Strategic Planning, Purchasing, Kaizen, Employee Recognition, Strategic Human..., Employee Handbooks, International HR, Executive Pay, Organizational..., Cross-functional Team..., Project Management, ERP Implementations, Information Technology, Microsoft Office, QAD, Health Insurance, 401k, Retirement Planning
Education
Brigham Young University 1991 — 1993
Master of Business Administration (MBA), Corporate Finance and Investments
Brigham Young University 1989 — 1991
Bachelor of Arts (BA), Japanese Language and Literature
Gary S Cohn Gary S Cohn's Brock and Associates Experience 1995 - Present
Job Senior Donor Advisor of Major and Planned Gifts at Alzheimer's Association®
Industry Nonprofit Organization Management
Experience
Alzheimer's Association® May 2015 - Present
RGEB Employee Benefits November 2007 - Present
Brock and Associates 1995 - Present
American Technion Society November 2009 - December 2014
American Red Cross-Bay Area June 2009 - December 2014
Wexner Heritage Foundation 1995 - 2014
Wexner Heritage Foundation 1995 - 2014
Wilshire Blvd. Temple Camps 1970 - 2011
Upstart Bay Area 2008 - 2010
City National Bank June 2008 - July 2009
Skills
Conflict Resolution, Non-profit Consulting, Non-profits, Fundraising, Leadership, Program Management, Programme Governance, Nonprofits, Budgets, Social Media, Leadership Development, Grants, Strategic Planning, Grant Writing, Community Outreach, Volunteer Management, Marketing, Board Development, Community Development, Program Development, Annual Giving, Stewardship, Event Planning, Philanthropy, Non-profit..., Prospect Research, Public Relations, Community Organizing, Event Management, Public Speaking, Staff Development, Entrepreneurship
Education
California State University-Long Beach - College of Business Administration 1972 — 1976
BS, Finance
Inglewood High School 1968 — 1972
Alzheimer's Association® May 2015 - Present
RGEB Employee Benefits November 2007 - Present
Brock and Associates 1995 - Present
American Technion Society November 2009 - December 2014
American Red Cross-Bay Area June 2009 - December 2014
Wexner Heritage Foundation 1995 - 2014
Wexner Heritage Foundation 1995 - 2014
Wilshire Blvd. Temple Camps 1970 - 2011
Upstart Bay Area 2008 - 2010
City National Bank June 2008 - July 2009
Skills
Conflict Resolution, Non-profit Consulting, Non-profits, Fundraising, Leadership, Program Management, Programme Governance, Nonprofits, Budgets, Social Media, Leadership Development, Grants, Strategic Planning, Grant Writing, Community Outreach, Volunteer Management, Marketing, Board Development, Community Development, Program Development, Annual Giving, Stewardship, Event Planning, Philanthropy, Non-profit..., Prospect Research, Public Relations, Community Organizing, Event Management, Public Speaking, Staff Development, Entrepreneurship
Education
California State University-Long Beach - College of Business Administration 1972 — 1976
BS, Finance
Inglewood High School 1968 — 1972
Darrin M. Shemon Darrin M. Shemon's Brock and Associates Experience January 2010 - April 2012
Job Entrepreneur / Private Equity / Real Estate / Finance
Industry Management Consulting
Experience
AMERICAN DREAM PROPERTIES & DEVELOPMENT LLC October 2003 - Present
Brock and Associates January 2010 - April 2012
RENDEZVOUS RESORTS LLC May 2006 - December 2010
AMERICAN DREAM FUNDING CORPORATION December 2000 - December 2010
AMERICAN CAPITAL INVESTMENTS CORP October 2008 - January 2010
AMERICAN WEST MORTGAGE CORPORATION May 1998 - December 2000
AMERIQUEST MORTGAGE COMPANY November 1995 - April 1998
AVCO FINANCIAL SERVICES January 1993 - November 1995
Skills
Entrepreneurship, Real Estate Investment, Real Estate, Finance, Private Equity, Consulting, Investor Relations, Business Development, Sales, Marketing, Insurance, Human Resources, Customer Service, Profit, Research, Pricing, Microsoft Office, Telemarketing, Start-ups, Real Estate Transactions, Referrals, Investments, Recruiting, QuickBooks, Investment Properties
Education
St. Cloud State University 1987 — 1992
B.S., Education
State Of Utah - Division of Real Estate
State of Utah - Department of Commerce, Insurance Department
State of Minnesota - Department of Commerce, Insurance Department
AMERICAN DREAM PROPERTIES & DEVELOPMENT LLC October 2003 - Present
Brock and Associates January 2010 - April 2012
RENDEZVOUS RESORTS LLC May 2006 - December 2010
AMERICAN DREAM FUNDING CORPORATION December 2000 - December 2010
AMERICAN CAPITAL INVESTMENTS CORP October 2008 - January 2010
AMERICAN WEST MORTGAGE CORPORATION May 1998 - December 2000
AMERIQUEST MORTGAGE COMPANY November 1995 - April 1998
AVCO FINANCIAL SERVICES January 1993 - November 1995
Skills
Entrepreneurship, Real Estate Investment, Real Estate, Finance, Private Equity, Consulting, Investor Relations, Business Development, Sales, Marketing, Insurance, Human Resources, Customer Service, Profit, Research, Pricing, Microsoft Office, Telemarketing, Start-ups, Real Estate Transactions, Referrals, Investments, Recruiting, QuickBooks, Investment Properties
Education
St. Cloud State University 1987 — 1992
B.S., Education
State Of Utah - Division of Real Estate
State of Utah - Department of Commerce, Insurance Department
State of Minnesota - Department of Commerce, Insurance Department
Phillip Carr, CFP® Phillip Carr, CFP®'s Brock and Associates Experience April 2013 - August 2014
Job AVP, Retirement Specialist at Bank of Oklahoma
Industry Investment Management
Experience
Bank of Oklahoma August 2014 - Present
Brock and Associates April 2013 - August 2014
H.D. Vest Advisory Services October 2011 - April 2013
H.D. Vest Financial Services September 2011 - April 2013
Wymer Brownlee Tax & Financial Management June 2011 - April 2013
BancFirst April 2006 - August 2011
BancFirst April 2006 - March 2011
BancFirst July 2008 - March 2010
IBC Bank August 2005 - April 2006
Tulsa County Pawn August 2003 - August 2005
Skills
Series 7, Banking, Retirement Planning, Strategic Financial..., Securities, Mutual Funds, Equities, Investments, Variable Annuities, Financial Modeling, Financial Planning, Morningstar, Series 66, Credit, Customer Service, Teamwork, Retirement, Financial Analysis, Excel, Microsoft Office, Insurance, Portfolio Management, Word, PowerPoint, Loans, Tax, Tax Preparation, Fixed Annuities, Asset Allocation, Microsoft Word, Financial Advisory, Finance, Wealth Management, Life Insurance, Analysis, Financial Services, Wealth, Investment Strategies, Risk Management, Investment Advisory, Series 63, IRAs, Estate Planning, Financial Planners, Microsoft Excel
Education
Oklahoma State University 2006 — 2008
Bachelor's, Finance (Acct minor)
Oklahoma Bankers' Association 2008 — 2008
Certificate, Bank Compliance, Consumer Lending
Tulsa Community College 2003 — 2006
Associates, International Business, Hispanic Culture
Kaplan Financial Education 2011 — 2011
Series 7
Berryhill High School 1999 — 2003
Bank of Oklahoma August 2014 - Present
Brock and Associates April 2013 - August 2014
H.D. Vest Advisory Services October 2011 - April 2013
H.D. Vest Financial Services September 2011 - April 2013
Wymer Brownlee Tax & Financial Management June 2011 - April 2013
BancFirst April 2006 - August 2011
BancFirst April 2006 - March 2011
BancFirst July 2008 - March 2010
IBC Bank August 2005 - April 2006
Tulsa County Pawn August 2003 - August 2005
Skills
Series 7, Banking, Retirement Planning, Strategic Financial..., Securities, Mutual Funds, Equities, Investments, Variable Annuities, Financial Modeling, Financial Planning, Morningstar, Series 66, Credit, Customer Service, Teamwork, Retirement, Financial Analysis, Excel, Microsoft Office, Insurance, Portfolio Management, Word, PowerPoint, Loans, Tax, Tax Preparation, Fixed Annuities, Asset Allocation, Microsoft Word, Financial Advisory, Finance, Wealth Management, Life Insurance, Analysis, Financial Services, Wealth, Investment Strategies, Risk Management, Investment Advisory, Series 63, IRAs, Estate Planning, Financial Planners, Microsoft Excel
Education
Oklahoma State University 2006 — 2008
Bachelor's, Finance (Acct minor)
Oklahoma Bankers' Association 2008 — 2008
Certificate, Bank Compliance, Consumer Lending
Tulsa Community College 2003 — 2006
Associates, International Business, Hispanic Culture
Kaplan Financial Education 2011 — 2011
Series 7
Berryhill High School 1999 — 2003
Larry Brock Larry Brock's Brock and Associates Experience February 2004 - Present
Job Associate at Brock and Associates
Industry Financial Services
Experience
Brock and Associates February 2004 - Present
Skills
Wealth Management, Financial Analysis, Retirement Planning, Financial Modeling, Insurance, Strategic Financial..., Risk Management, Estate Planning
Education
The American College 2007 — 2011
ChFC, Finance
Dixie State College 2003 — 2007
Brock and Associates February 2004 - Present
Skills
Wealth Management, Financial Analysis, Retirement Planning, Financial Modeling, Insurance, Strategic Financial..., Risk Management, Estate Planning
Education
The American College 2007 — 2011
ChFC, Finance
Dixie State College 2003 — 2007
Beau Brock's Brock and Associates Experience August 2000 - Present
Job Financial Advisor at Brock and Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Brock and Associates August 2000 - Present
All Souls 2001 - 2014
BD 1998 - 2000
Education
Tulane University 1985 — 1987
MBA, Finance and Marketing
Louisiana State University 1982 — 1984
BS, Microbiology
United States Coast Guard Academy 1980 — 1982
Brock and Associates August 2000 - Present
All Souls 2001 - 2014
BD 1998 - 2000
Education
Tulane University 1985 — 1987
MBA, Finance and Marketing
Louisiana State University 1982 — 1984
BS, Microbiology
United States Coast Guard Academy 1980 — 1982
Jonathan Rogers Jonathan Rogers's Brock and Associates Experience November 2012 - August 2013
Job LPL Financial Advisor at Von Colln Financial Group
Industry Financial Services
Experience
Von Colln Financial Group November 2014 - Present
Fidelity Investments 2014 - 2014
Zions Bancorporation/Utah State University 2013 - 2014
Brock and Associates November 2012 - August 2013
U.S. Bank January 2011 - November 2012
Skills
Strategic Financial..., Finance, Management, Risk Management, Retirement Planning, Wealth Management, Customer Service, Asset Allocation, Insurance, Investment Strategies, Personal Finance, Financial Analysis, Investments, Portfolio Management, Retirement, Sales Management, Sales, Leadership, Teamwork, Spanish, Data Analysis, Banking, Asset Protection, Life Insurance, Analysis, Team Building, 401k, Financial Planning, Team Leadership
Education
Utah State University - Jon M. Huntsman School of Business 2013 — 2014
Master of Business Administration (MBA) Financial Planning Specialization
Dixie State University 2010 — 2012
Udvar-Hazy School of Business, Bachelor of Arts (BA), Integrated Studies Business Administration and Spanish
Dixie State College 2006 — 2010
Associate of Arts (AA), General Studies, Honors
Dixie High School
Von Colln Financial Group November 2014 - Present
Fidelity Investments 2014 - 2014
Zions Bancorporation/Utah State University 2013 - 2014
Brock and Associates November 2012 - August 2013
U.S. Bank January 2011 - November 2012
Skills
Strategic Financial..., Finance, Management, Risk Management, Retirement Planning, Wealth Management, Customer Service, Asset Allocation, Insurance, Investment Strategies, Personal Finance, Financial Analysis, Investments, Portfolio Management, Retirement, Sales Management, Sales, Leadership, Teamwork, Spanish, Data Analysis, Banking, Asset Protection, Life Insurance, Analysis, Team Building, 401k, Financial Planning, Team Leadership
Education
Utah State University - Jon M. Huntsman School of Business 2013 — 2014
Master of Business Administration (MBA) Financial Planning Specialization
Dixie State University 2010 — 2012
Udvar-Hazy School of Business, Bachelor of Arts (BA), Integrated Studies Business Administration and Spanish
Dixie State College 2006 — 2010
Associate of Arts (AA), General Studies, Honors
Dixie High School
Ryan Walker, CFP, ChFC, CLU's Brock and Associates Experience May 2007 - March 2008
Job Portfolio Evaluation Analyst at Fisher Investments
Industry Financial Services
Experience
Fisher Investments September 2013 - Present
Fisher Investments September 2010 - September 2013
New York Life Insurance Company October 2009 - September 2010
The Mutual Fund Store March 2008 - September 2009
Brock and Associates May 2007 - March 2008
New York Life May 2005 - May 2007
Skills
Financial Planning, Investment Advisory, Investments, Relationship Management, Retirement Planning, Retirement, Series 7, Mutual Funds, Wealth Management, Fixed Annuities, 401k, Estate Planning, Securities, Asset Allocation, Series 63, Investment Strategies, IRAs, Insurance, Investment Management, Financial Planners, Risk Management, Alternative Investments, Strategic Financial...
Education
The American College 2007 — 2009
ChFC, CLU, Chartered Financial Consultant and Chartered Life Underwriter Designations
Brigham Young University 2003 — 2007
Bachelors, Business Finance
Fisher Investments September 2013 - Present
Fisher Investments September 2010 - September 2013
New York Life Insurance Company October 2009 - September 2010
The Mutual Fund Store March 2008 - September 2009
Brock and Associates May 2007 - March 2008
New York Life May 2005 - May 2007
Skills
Financial Planning, Investment Advisory, Investments, Relationship Management, Retirement Planning, Retirement, Series 7, Mutual Funds, Wealth Management, Fixed Annuities, 401k, Estate Planning, Securities, Asset Allocation, Series 63, Investment Strategies, IRAs, Insurance, Investment Management, Financial Planners, Risk Management, Alternative Investments, Strategic Financial...
Education
The American College 2007 — 2009
ChFC, CLU, Chartered Financial Consultant and Chartered Life Underwriter Designations
Brigham Young University 2003 — 2007
Bachelors, Business Finance
Daniel Bickerstaff, CFP®, ChFC®'s Brock and Associates Experience January 2001 - Present
Job Associate Financial Advisor with the practice of James W. Brock
Industry Financial Services
Experience
Brock and Associates January 2001 - Present
Skills
Retirement Planning, Retirement, Investments, Wealth
Education
Oral Roberts University 1997 — 2000
Finance
Brock and Associates January 2001 - Present
Skills
Retirement Planning, Retirement, Investments, Wealth
Education
Oral Roberts University 1997 — 2000
Finance
Alexander Pinvises's Brock and Associates Experience June 2010 - March 2011
Job MBA Candidate Class of 2017 Marriott School of Management
Industry Banking
Experience
Mutual Benefit International Group, Ltd. July 2012 - August 2015
Mutual Benefit International Group April 2012 - July 2012
Mutual Benefit International Group, Ltd. April 2011 - March 2012
Brock and Associates June 2010 - March 2011
Agro-on Co. Ltd, Thailand April 2010 - June 2010
The Church of Jesus Christ of Latter-day Saints - Human Resources February 2007 - March 2009
Skills
Data Analysis, Process Improvement, Financial Modeling, Financial Analysis, Microsoft Excel, Microsoft SQL Server, Program Management, Access, PowerPoint, Leadership, Business Strategy, Microsoft Word, Supply Chain Management, Budgets, Outlook, Customer Satisfaction, Team Leadership, Forecasting, Management, Analysis, Project Management
Education
Brigham Young University - Marriott School of Management 2015 — 2017
Master of Business Administration (MBA), Investment Banking, Corporate Finance, and Securities Law
Brigham Young University - Marriott School of Management 2006 — 2012
Management, Global Supply Chain Management
Mutual Benefit International Group, Ltd. July 2012 - August 2015
Mutual Benefit International Group April 2012 - July 2012
Mutual Benefit International Group, Ltd. April 2011 - March 2012
Brock and Associates June 2010 - March 2011
Agro-on Co. Ltd, Thailand April 2010 - June 2010
The Church of Jesus Christ of Latter-day Saints - Human Resources February 2007 - March 2009
Skills
Data Analysis, Process Improvement, Financial Modeling, Financial Analysis, Microsoft Excel, Microsoft SQL Server, Program Management, Access, PowerPoint, Leadership, Business Strategy, Microsoft Word, Supply Chain Management, Budgets, Outlook, Customer Satisfaction, Team Leadership, Forecasting, Management, Analysis, Project Management
Education
Brigham Young University - Marriott School of Management 2015 — 2017
Master of Business Administration (MBA), Investment Banking, Corporate Finance, and Securities Law
Brigham Young University - Marriott School of Management 2006 — 2012
Management, Global Supply Chain Management
Carrie Brock Mikell's Brock and Associates Experience September 2011 - Present
Job Financial Consultant
Industry Financial Services
Experience
Brock and Associates September 2011 - Present
Skills
Strategic Financial..., Investments, Retirement Planning, Financial Analysis, Mutual Funds, Retirement, 401k, Wealth Management, Risk Management, Valuation, Finance, Fixed Annuities, Financial Modeling
Education
Brigham Young University 2008 — 2011
Business Management, Finance
Brighton High School
Brock and Associates September 2011 - Present
Skills
Strategic Financial..., Investments, Retirement Planning, Financial Analysis, Mutual Funds, Retirement, 401k, Wealth Management, Risk Management, Valuation, Finance, Fixed Annuities, Financial Modeling
Education
Brigham Young University 2008 — 2011
Business Management, Finance
Brighton High School