Buckingham Financial Group

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Buckingham Financial Group Employees

Employee
Years
Job
Industry
Valerie Harman Valerie Harman Xenia, Ohio Details
Valerie Harman's Buckingham Financial Group Experience Staff AccountantWhited Seigneur Sams & RaheJuly 2011 - September 2013
Job CPA at Buckingham Financial Group
Industry Accounting
Experience
Buckingham Financial Group   Staff AccountantWhited Seigneur Sams & RaheJuly 2011 - September 2013
Site Solution Contractors   January 2006 - May 2010
Eastside Nursery, Inc   January 1998 - January 2006
Astra Products Company, Inc.   January 1995 - January 1998

Skills
Accounting, Financial Statements, Account Reconciliation, Payroll, Accounts Payable, Accounts Receivable, Financial Reporting, Internal Controls, Finance, Tax Preparation, Review

Education
Ohio University
Bachelor, Business Administration; Accounting and Business Pre-Law

Ohio University
Associate, Applied Business; Accounting Technology

Sandra K. Pierce Sandra K. Pierce Dayton, Ohio Area Details
Sandra K. Pierce's Buckingham Financial Group Experience May 1994 - August 1996
Job Principal Parallel Advisors LLC (a feeonly RIA)
Industry Investment Management
Experience
Parallel Advisors, LLC   September 2015 - Present
Parker Carlson & Johnson   August 1996 - September 2015
Buckingham Financial Group   May 1994 - August 1996
Bank One, Dayton, NA (nka JPMorgan Chase)   September 1983 - May 1994
Crowe Horwath LLP  May 1980 - September 1983

Skills
Retirement Planning, Investments, Strategic Financial..., Estate Planning, Wealth Management, Financial Analysis, Financial Planners, 401k, Financial Advisory, Tax, Investment Advisory, Investment Management, CPA, Non-profits, Asset Allocation, Accounting, Retirement, Budgets, Strategic Planning, Public Speaking

Education
Miami University   1976 — 1980
B.S.

College for Financial Planning   1996 — 1999
CFP Professional Education Program

Molly Keith, IACCP® Molly Keith, IACCP® Dayton, Ohio Area Details
Molly Keith, IACCP®'s Buckingham Financial Group Experience June 2014 - Present
Job Compliance & Operations Manager at Buckingham Financial Group
Industry Financial Services
Experience
Buckingham Financial Group   June 2014 - Present
Buckingham Financial Group   May 2008 - June 2014

Education
The Ohio State University

Wright State University
MBA, Business

Rob Timpone Rob Timpone Chicago, Illinois Details
Rob Timpone's Buckingham Financial Group Experience May 2007 - June 2008
Job Lead Mobile Software Engineer at Yello
Industry Information Technology and Services
Experience
Yello.co  May 2015 - Present
Yello.co  July 2013 - May 2015
University of Chicago  June 2012 - June 2013
Buckingham Capital Management  October 2009 - April 2012
Buckingham Capital Management  June 2008 - October 2009
Buckingham Financial Group   May 2007 - June 2008

Skills
iOS, Xcode, Ruby on Rails, Web Development, PHP, Java, Object Oriented Design, SQL, Eclipse, iOS development, Mobile Applications, iOS Development, Management

Education
University of Chicago   2012 — 2013
Master of Science (MS), Computer Science

University of Dayton   2003 — 2007
Bachelor of Science (BS), Finance, Economics

Heather Swob, CPA, CFP® Heather Swob, CPA, CFP® Cincinnati Area Details
Heather Swob, CPA, CFP®'s Buckingham Financial Group Experience June 2002 - January 2008
Job Wealth Advisor at Truepoint Wealth Counsel, an independent, feeonly wealth advisory firm
Industry Financial Services
Experience
Truepoint Wealth Counsel  January 2008 - Present
Buckingham Financial Group   June 2002 - January 2008
Buckingham Financial Group   August 2001 - June 2002

Skills
Retirement, Tax Preparation, Strategic Financial..., Financial Advisory, Retirement Planning, Wealth Management, Personal Financial..., Wealth, Financial Planners, 401k Rollovers, Investment Strategies, College Education..., Employee Stock Options, Wealth Accumulation, Estate Planning

Education
University of Dayton   2007 — 2010
MBA, Accounting

Wright State University   1999 — 2002
BS, Financial Services

Mindi Eernisse Mindi Eernisse Dayton, Ohio Area Details
Mindi Eernisse's Buckingham Financial Group Experience January 2014 - July 2014
Job Human Resources Business Partner
Industry Human Resources
Experience
Standard Register Company  September 2014 - Present
Buckingham Financial Group   January 2014 - July 2014
Witt Mares Financial Vision, LLC   April 2007 - March 2011
Williamsburg Financial Group   April 2006 - April 2007

Skills
HR Strategy, Benefits Administration, Health Insurance, FMLA, Short Term Disability, Long Term Disability, Leave of Absence..., Group Life, ADA Compliance, Open Enrollment, Employer Sponsored..., Workers Compensation, Training, Process Management, Public Speaking, Compliance, Process Improvement, Relationship Management, Event Planning, Strategy

Education
The Ohio State University   1999 — 2001
Bachelor of Arts, Communications

Wright State University   1996 — 1999

College for Financial Planning

Troy High School

Troy High School

Troy High School

Mary Greek Mary Greek Cincinnati, Ohio Details
Mary Greek's Buckingham Financial Group Experience August 2012 - May 2013
Job Lead Ad Buyer at STC Media Partners, LLC.
Industry Marketing and Advertising
Experience
STC Media Partners, LLC.   November 2013 - Present
Western & Southern Life  June 2013 - November 2013
Buckingham Financial Group   August 2012 - May 2013
GE Aviation  May 2012 - November 2012
Vive Media  August 2011 - December 2011

Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Time Management, Research, Market Research, Leadership, Teamwork, Team Leadership, Public Relations, Outlook, PowerPoint, Social Media, Finance, Management, Negotiation, Market Research Project...

Education
University of Dayton   2009 — 2013
Bachelor of Science (B.S.), Finance and International Business

North Canton Hoover High School   2005 — 2009

Javier A. Revilla Javier A. Revilla Washington D.C. Metro Area Details
Javier A. Revilla's Buckingham Financial Group Experience June 2009 - November 2010
Job Campus and Transportation Planning Intern at George Mason University
Industry Research
Experience
George Mason University  December 2013 - Present
George Mason University  August 2012 - Present
Dinte Global Executive Search   November 2010 - June 2012
Buckingham Financial Group   June 2009 - November 2010

Skills
Fluent in Spanish, Executive Search, Management Consulting, Strategic Planning, Strategy, Marketing

Education
George Mason University   2013 — 2015
CEIE

Adam Schaffer Adam Schaffer Dayton, Ohio Area Details
Adam Schaffer's Buckingham Financial Group Experience May 2008 - May 2009
Job Investment Operations Manager, Portfolio Manager, & Research Analyst at Buckingham Capital Management
Industry Financial Services
Experience
Buckingham Capital Management  July 2013 - Present
Buckingham Capital Management  January 2012 - Present
Buckingam Capital Management   May 2009 - December 2011
Buckingham Financial Group   May 2008 - May 2009

Skills
Financial Analysis, Portfolio Management, Microsoft Excel, Investments, Investment Advisory, Operations Management

Education
University of Dayton   2005 — 2009
Bachelor of Science (BS), Finance & Business Economics

Erik Kurcz Erik Kurcz Dayton, Ohio Area Details
Erik Kurcz's Buckingham Financial Group Experience May 2014 - April 2015
Job Finance Undergrad at University of Dayton
Industry Financial Services
Experience
Fifth Third Bank  May 2015 - August 2015
The Davis Center for Portfolio Management  December 2012 - May 2015
Buckingham Financial Group   May 2014 - April 2015
Flyer Consulting  January 2014 - August 2014
Polyscope Polymers BV   May 2013 - June 2013

Skills
Microsoft Excel, Microsoft Excel VBA, Bloomberg Terminal, Morningstar Direct, Morningstar CRM, Economic Analysis, Securities Research

Education
University of Dayton   2012 — 2016
Bachelor of Science (B.S.), Finance and Accounting, Senior

Detroit Catholic Central High School   2008 — 2012
High School Diploma