Calton & Associates, Inc.
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Calton & Associates, Inc. Employees
Employee
Years
Job
Industry
Alan Jenkins Alan Jenkins's Calton & Associates, Inc. Experience December 2010 - Present
Job Financial Consultant, Calton & Associates, Inc
Industry Financial Services
Experience
Calton & Associates, Inc. December 2010 - Present
Happy Hour Network May 1993 - Present
Summit Brokerage Services, Inc. May 2008 - December 2010
Brecek & Young December 2008 - 2009
Brookstreet Securities July 2006 - December 2008
Skills
Securities, Investments, IRAs, 401k, Mutual Funds, Life Insurance, Strategic Financial..., Retirement, Alternative Investments, Retirement Planning, Insurance, Series 7, Series 63, Variable Annuities, Fixed Annuities, Standards Compliance, Due Diligence, Risk Management, Long Term Care Insurance, Disability Insurance, Health Insurance, Long-term Care, Estate Planning, Equipment Leasing, REIT, Private Placements, Business Development..., Oil & Gas Companies, 1031 Exchanges, Unit Investment Trusts, Property & Casualty..., Financial Analysis, Small Business, Business Networking, Event Planning, Event Producing, Social Networking, Medicare Supplements, Medicare Advantage, Solar Power
Education
Florida State University - College of Business 1980 — 1981
Business, Risk Management/Insurance, Business Law
St. Petersburg College
Associate in Arts, Business Administration and Management, General
St Petersburg High School
Diploma, Business
Calton & Associates, Inc. December 2010 - Present
Happy Hour Network May 1993 - Present
Summit Brokerage Services, Inc. May 2008 - December 2010
Brecek & Young December 2008 - 2009
Brookstreet Securities July 2006 - December 2008
Skills
Securities, Investments, IRAs, 401k, Mutual Funds, Life Insurance, Strategic Financial..., Retirement, Alternative Investments, Retirement Planning, Insurance, Series 7, Series 63, Variable Annuities, Fixed Annuities, Standards Compliance, Due Diligence, Risk Management, Long Term Care Insurance, Disability Insurance, Health Insurance, Long-term Care, Estate Planning, Equipment Leasing, REIT, Private Placements, Business Development..., Oil & Gas Companies, 1031 Exchanges, Unit Investment Trusts, Property & Casualty..., Financial Analysis, Small Business, Business Networking, Event Planning, Event Producing, Social Networking, Medicare Supplements, Medicare Advantage, Solar Power
Education
Florida State University - College of Business 1980 — 1981
Business, Risk Management/Insurance, Business Law
St. Petersburg College
Associate in Arts, Business Administration and Management, General
St Petersburg High School
Diploma, Business
John Terry John Terry's Calton & Associates, Inc. Experience January 2014 - August 2015
Job Sales Coach, Vision Advisors, Inc..
Industry Financial Services
Experience
United States Martial Arts Hall of Fame July 2008 - Present
Real Life Management July 2011 - Present
Vision Advisors Inc. June 2011 - Present
Christian Martial Arts Council April 2009 - Present
KarateWebsites.Net April 2005 - Present
Kid-Safe Communities April 2005 - Present
Women-Safe Communities April 2005 - Present
Calton & Associates, Inc. January 2014 - August 2015
High Street Asset Management, LLC June 2011 - June 2015
High Street Securities, Inc. April 2001 - December 2013
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Financial Goals, Investments, Long-term Care, Estate Planning, Insurance, Public Speaking, Martial Arts, Motivational Speaking, Marketing, Retirement, Financial Advisory, Sales, Disability Insurance, Financial Services, Investment Advisory, Securities, Teaching, Team Building, Sales Coaching, Self-Defense, Real Life Management, Coaching, Training, Asset Management, Series 7, Series 63, Finance, 401k, Mutual Funds, Small Business, Strategic Financial..., Wealth, IRAs, Investment Strategies, Financial Planners, Employee Benefits, Wealth Management
Education
Arkansas Tech University 1977 — 1987
BS, Business Administration, Economics & Finance
Russellville High School 1977 — 1979
United States Martial Arts Hall of Fame July 2008 - Present
Real Life Management July 2011 - Present
Vision Advisors Inc. June 2011 - Present
Christian Martial Arts Council April 2009 - Present
KarateWebsites.Net April 2005 - Present
Kid-Safe Communities April 2005 - Present
Women-Safe Communities April 2005 - Present
Calton & Associates, Inc. January 2014 - August 2015
High Street Asset Management, LLC June 2011 - June 2015
High Street Securities, Inc. April 2001 - December 2013
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Financial Goals, Investments, Long-term Care, Estate Planning, Insurance, Public Speaking, Martial Arts, Motivational Speaking, Marketing, Retirement, Financial Advisory, Sales, Disability Insurance, Financial Services, Investment Advisory, Securities, Teaching, Team Building, Sales Coaching, Self-Defense, Real Life Management, Coaching, Training, Asset Management, Series 7, Series 63, Finance, 401k, Mutual Funds, Small Business, Strategic Financial..., Wealth, IRAs, Investment Strategies, Financial Planners, Employee Benefits, Wealth Management
Education
Arkansas Tech University 1977 — 1987
BS, Business Administration, Economics & Finance
Russellville High School 1977 — 1979
Christopher Pink, CFP®'s Calton & Associates, Inc. Experience August 2007 - December 2014
Job Fast Path Property Loss Specialist at Liberty Mutual
Industry Insurance
Experience
Liberty Mutual October 2014 - Present
Calton & Associates, Inc. August 2007 - December 2014
Fairway Financial, LLC. November 2012 - April 2014
RSC Equipment Rental January 2004 - August 2006
Skills
Strategic Financial..., Financial Analysis, Investments, Alternative Investments, Financial Advisory, Investment Strategies, Asset Managment, Series 7, Wealth Management, New Business Development, Financial Modeling, Finance, Strategic Planning, Wealth, Securities, Asset Management, Portfolio Management, Investment Management, Business Development, Small Business, Estate Planning, Retirement Planning, Investment Advisory, Mutual Funds, Banking, Credit, Insurance, Retirement, Fixed Annuities, Financial Services, Asset Allocation, Long-term Care, Life Insurance, IRAs, Employee Benefits, Risk Management, Loans, Disability Insurance, Strategy, Management, Term Life Insurance, Bonds, 401k, Wealth Accumulation, Certified Financial..., Health Insurance, 401k Rollovers, ETFs, Wealth Management..., FINRA
Education
Florida State University - College of Business 2002 — 2005
BS, Marketing
College of Financial Planning 2010 — 2011
Certified Financial Planner, Finance, General, A
Liberty Mutual October 2014 - Present
Calton & Associates, Inc. August 2007 - December 2014
Fairway Financial, LLC. November 2012 - April 2014
RSC Equipment Rental January 2004 - August 2006
Skills
Strategic Financial..., Financial Analysis, Investments, Alternative Investments, Financial Advisory, Investment Strategies, Asset Managment, Series 7, Wealth Management, New Business Development, Financial Modeling, Finance, Strategic Planning, Wealth, Securities, Asset Management, Portfolio Management, Investment Management, Business Development, Small Business, Estate Planning, Retirement Planning, Investment Advisory, Mutual Funds, Banking, Credit, Insurance, Retirement, Fixed Annuities, Financial Services, Asset Allocation, Long-term Care, Life Insurance, IRAs, Employee Benefits, Risk Management, Loans, Disability Insurance, Strategy, Management, Term Life Insurance, Bonds, 401k, Wealth Accumulation, Certified Financial..., Health Insurance, 401k Rollovers, ETFs, Wealth Management..., FINRA
Education
Florida State University - College of Business 2002 — 2005
BS, Marketing
College of Financial Planning 2010 — 2011
Certified Financial Planner, Finance, General, A
Alex Metka's Calton & Associates, Inc. Experience September 2011 - January 2012
Job Insurance Advisor & Association of Independent Doctors Advocate
Industry Insurance
Experience
Brown & Brown of Florida December 2014 - Present
The Hartford November 2013 - November 2014
The Hartford April 2012 - November 2013
Morcom Aquatics Center July 2009 - April 2012
Calton & Associates, Inc. September 2011 - January 2012
Florida State University May 2010 - April 2011
Rodizio's Brazilian Steakhouse November 2008 - August 2009
Skills
Insurance, Microsoft Excel, Microsoft Office, Customer Service, Social Media, Microsoft Word, PowerPoint, Financial Services, Mutual Funds, Portfolio Management, Strategic Planning, Negotiation, Outlook, Team Building, Alternative Investments, Financial Analysis, Marketing Management, Wealth Management, Finance, Risk Management, Sales, Analysis, Claim, Property & Casualty..., Commercial Insurance, Liability, Employment Practices..., Workers Compensation, Professional Liability, Employee Benefits, Marketing, Umbrella Insurance, Leadership, Legal Liability, Management
Education
Florida State University - College of Business 2006 — 2011
Masters, Business Administration (Finance)
Florida State University 2006 — 2010
Bachelors of Science, Finance
Florida State University 2006 — 2010
Bachelor's Degree, Applied Economics
Brown & Brown of Florida December 2014 - Present
The Hartford November 2013 - November 2014
The Hartford April 2012 - November 2013
Morcom Aquatics Center July 2009 - April 2012
Calton & Associates, Inc. September 2011 - January 2012
Florida State University May 2010 - April 2011
Rodizio's Brazilian Steakhouse November 2008 - August 2009
Skills
Insurance, Microsoft Excel, Microsoft Office, Customer Service, Social Media, Microsoft Word, PowerPoint, Financial Services, Mutual Funds, Portfolio Management, Strategic Planning, Negotiation, Outlook, Team Building, Alternative Investments, Financial Analysis, Marketing Management, Wealth Management, Finance, Risk Management, Sales, Analysis, Claim, Property & Casualty..., Commercial Insurance, Liability, Employment Practices..., Workers Compensation, Professional Liability, Employee Benefits, Marketing, Umbrella Insurance, Leadership, Legal Liability, Management
Education
Florida State University - College of Business 2006 — 2011
Masters, Business Administration (Finance)
Florida State University 2006 — 2010
Bachelors of Science, Finance
Florida State University 2006 — 2010
Bachelor's Degree, Applied Economics
Greg Paylor's Calton & Associates, Inc. Experience September 2003 - October 2006
Job Sales at Encore propane
Industry Business Supplies and Equipment
Experience
Encore propane April 2015 - Present
GHDC, INC August 2007 - April 2015
Calton & Associates, Inc. September 2003 - October 2006
Network Telephone 2002 - 2005
Mutual of Omaha 1992 - 1996
Met Life 1989 - 1992
Skills
Fixed Annuities, Disability Insurance, Health Insurance, Insurance, Investments, New Business Development, Strategic Financial..., 401k, Selling Skills, Strategic Planning, Financial Analysis, Account Management, Term Life Insurance, Retirement, Marketing
Education
Mississippi State University 1982 — 1986
Encore propane April 2015 - Present
GHDC, INC August 2007 - April 2015
Calton & Associates, Inc. September 2003 - October 2006
Network Telephone 2002 - 2005
Mutual of Omaha 1992 - 1996
Met Life 1989 - 1992
Skills
Fixed Annuities, Disability Insurance, Health Insurance, Insurance, Investments, New Business Development, Strategic Financial..., 401k, Selling Skills, Strategic Planning, Financial Analysis, Account Management, Term Life Insurance, Retirement, Marketing
Education
Mississippi State University 1982 — 1986
Brian Golladay Brian Golladay's Calton & Associates, Inc. Experience June 2013 - Present
Job Tax Preparer / Accountant RG & Associates
Industry Accounting
Experience
RG & Associates August 2013 - Present
Calton & Associates, Inc. June 2013 - Present
Scotiabank January 2010 - January 2013
Calton & Associates, Inc. August 2008 - January 2010
RG & Associates July 2007 - May 2009
Scotia Capital May 2008 - August 2008
H.D. Vest Financial Services October 2007 - May 2008
Skills
Strategic Financial..., Capital Markets, Credit Analysis, Financial Analysis, Banking, Portuguese, Risk Management, Loans, Spanish, Wealth Management, Financial Planning, Excel
Education
Thunderbird School of Global Management 2008 — 2009
MBA, Global Finance
Brigham Young University - Hawaii 2005 — 2007
Accounting, Accounting
Brigham Young University 2006 — 2006
Accounting, Accounting
Lewis and Clark College 2001 — 2001
Business, Business
Mountain View High School
RG & Associates August 2013 - Present
Calton & Associates, Inc. June 2013 - Present
Scotiabank January 2010 - January 2013
Calton & Associates, Inc. August 2008 - January 2010
RG & Associates July 2007 - May 2009
Scotia Capital May 2008 - August 2008
H.D. Vest Financial Services October 2007 - May 2008
Skills
Strategic Financial..., Capital Markets, Credit Analysis, Financial Analysis, Banking, Portuguese, Risk Management, Loans, Spanish, Wealth Management, Financial Planning, Excel
Education
Thunderbird School of Global Management 2008 — 2009
MBA, Global Finance
Brigham Young University - Hawaii 2005 — 2007
Accounting, Accounting
Brigham Young University 2006 — 2006
Accounting, Accounting
Lewis and Clark College 2001 — 2001
Business, Business
Mountain View High School
M Lance Couture M Lance Couture's Calton & Associates, Inc. Experience December 2008 - December 2014
Job Vice President of Operations, Couture Financial
Industry Financial Services
Experience
Couture Financial May 1995 - Present
Mercury Securities, LLC January 2015 - Present
Calton & Associates, Inc. December 2008 - December 2014
Skills
Financial Analysis, Financial Advisory, Financial Planning, Financial Modeling, Investments, Investment Advisory, Alternative Investments, Investment Strategies, 401k, 401k Rollovers, 401 K Rollovers, Wealth Management, Wealth Preservation, Wealth Accumulation, Comprehensive Wealth..., Term Life Insurance, Health Insurance, Annuities, Technology Integration, Active Asset Management
Education
Capella University 2006 — 2012
Bachelor of Science in Business, Finance
State College of Florida-Manatee-Sarasota 1996 — 2002
Undergraduate Studies
Couture Financial May 1995 - Present
Mercury Securities, LLC January 2015 - Present
Calton & Associates, Inc. December 2008 - December 2014
Skills
Financial Analysis, Financial Advisory, Financial Planning, Financial Modeling, Investments, Investment Advisory, Alternative Investments, Investment Strategies, 401k, 401k Rollovers, 401 K Rollovers, Wealth Management, Wealth Preservation, Wealth Accumulation, Comprehensive Wealth..., Term Life Insurance, Health Insurance, Annuities, Technology Integration, Active Asset Management
Education
Capella University 2006 — 2012
Bachelor of Science in Business, Finance
State College of Florida-Manatee-Sarasota 1996 — 2002
Undergraduate Studies
Dennis J Ryan Dennis J Ryan's Calton & Associates, Inc. Experience January 1992 - October 1996
Job Sec/Treas at Iowa Cold Cases, Inc.
Industry Nonprofit Organization Management
Experience
Retired/Disabled March 2014 - Present
Iowa Cold Cases, Inc. April 2007 - March 2014
AutoZone March 2005 - March 2007
Political Activist March 2000 - December 2004
American Aero, Inc October 1996 - November 1999
Calton & Associates, Inc. January 1992 - October 1996
Pep Boys September 1987 - November 1991
Big A Auto Parts January 1971 - July 1987
Skills
Website Development, Cooking, Lawn Care, Organizational..., Political Campaigns, Cleaning, Income Statement, Loss Prevention, CPFR, Store Operations, Planograms, Profit, Fundraising, Customer Service, Event Planning, Sales, Team Building, Policy, Budgets, Public Speaking, Community Outreach, Nonprofits
Education
Mesa Community College 1971 — 1974
Middle Management, Business
Retired/Disabled March 2014 - Present
Iowa Cold Cases, Inc. April 2007 - March 2014
AutoZone March 2005 - March 2007
Political Activist March 2000 - December 2004
American Aero, Inc October 1996 - November 1999
Calton & Associates, Inc. January 1992 - October 1996
Pep Boys September 1987 - November 1991
Big A Auto Parts January 1971 - July 1987
Skills
Website Development, Cooking, Lawn Care, Organizational..., Political Campaigns, Cleaning, Income Statement, Loss Prevention, CPFR, Store Operations, Planograms, Profit, Fundraising, Customer Service, Event Planning, Sales, Team Building, Policy, Budgets, Public Speaking, Community Outreach, Nonprofits
Education
Mesa Community College 1971 — 1974
Middle Management, Business
Donald Blackwell Donald Blackwell's Calton & Associates, Inc. Experience June 2010 - November 2011
Job Registered Investment Adviser Representative at J.P. Turner & Company, LLC
Industry Financial Services
Experience
J.P. Turner & Company, LLC December 2011 - Present
Calton & Associates, Inc. June 2010 - November 2011
Skills
Microsoft Excel, Financial Analysis, Finance, Risk Management, PowerPoint, Portfolio Management, Financial Services, Financial Planning, Equities, Management
Education
University of Mississippi
J.P. Turner & Company, LLC December 2011 - Present
Calton & Associates, Inc. June 2010 - November 2011
Skills
Microsoft Excel, Financial Analysis, Finance, Risk Management, PowerPoint, Portfolio Management, Financial Services, Financial Planning, Equities, Management
Education
University of Mississippi
Donald Bozarth Donald Bozarth's Calton & Associates, Inc. Experience May 2003 - July 2014
Job Contractor
Industry Financial Services
Experience
Randstad June 2015 - Present
Calton & Associates, Inc. May 2003 - July 2014
Fox & Company Investments 1990 - 2003
Merrill Lynch 1987 - 1990
Skills
Series 7, Investment Advisory, Bonds, Investments, Municipal Bonds, Equities, Portfolio Management, Wealth Management, Securities, Asset Management, Mutual Funds, Series 24, Series 65, Series 4 - Registered...
Education
Arizona State University 1980 — 1982
Bachelor of Science (B.S.), Business Administration and Management, General
Randstad June 2015 - Present
Calton & Associates, Inc. May 2003 - July 2014
Fox & Company Investments 1990 - 2003
Merrill Lynch 1987 - 1990
Skills
Series 7, Investment Advisory, Bonds, Investments, Municipal Bonds, Equities, Portfolio Management, Wealth Management, Securities, Asset Management, Mutual Funds, Series 24, Series 65, Series 4 - Registered...
Education
Arizona State University 1980 — 1982
Bachelor of Science (B.S.), Business Administration and Management, General
Rob Paxton MBA, PMP, SCPM, SDRM's Calton & Associates, Inc. Experience 1993 - 1995
Job Network Operations at Verizon Wireless
Industry Telecommunications
Experience
Verizon Wireless February 2009 - Present
Alltel Wireless 1995 - 2009
Calton & Associates, Inc. 1993 - 1995
Skills
Wireless, Mobile Devices, Cross-functional Team..., Telecommunications, Integration, LTE, CDMA, Business Strategy, VoIP, Solution Selling, Call Centers, Management, Vendor Management, IP, Account Management, Forecasting, Customer Retention, Strategic Partnerships, Troubleshooting, Cellular Communications, Customer Experience, 4G, Team Leadership, T1, Strategy, GSM, Program Management, Unified Communications, Network Design, Project Management, Venture Capital
Education
Stanford University Graduate School of Business 2013 — 2014
Masters Certificate: Stanford Innovation and Entrepreneurship
Stanford University 2011 — 2011
Masters Certificate SDRM, Strategic Decision and Risk Management
Stanford University 2010 — 2010
Masters Certificate SCPM, Stanford Certified Project Manager
Harvard Business School 2010 — 2011
Harvard ManageMentor Program, Completed 40 modules of training, exercises, and simulations
Market Analyst Professional (Certified Retail Analyst) 2008 — 2009
MAP
Project Management Professional (PMP) 2005 — 2005
PMP, Project Management Institute
Six Sigma Green Belt 2005 — 2005
Six Sigma SPC
John Brown University 2003 — 2005
Master of Business Administration (MBA), Leadership and Ethics
University of Arkansas at Little Rock 1989 — 1993
BBA, Finance
Cisco Network Academy
CCNA/CCDA, Cisco Networks Design & Support
Verizon Wireless February 2009 - Present
Alltel Wireless 1995 - 2009
Calton & Associates, Inc. 1993 - 1995
Skills
Wireless, Mobile Devices, Cross-functional Team..., Telecommunications, Integration, LTE, CDMA, Business Strategy, VoIP, Solution Selling, Call Centers, Management, Vendor Management, IP, Account Management, Forecasting, Customer Retention, Strategic Partnerships, Troubleshooting, Cellular Communications, Customer Experience, 4G, Team Leadership, T1, Strategy, GSM, Program Management, Unified Communications, Network Design, Project Management, Venture Capital
Education
Stanford University Graduate School of Business 2013 — 2014
Masters Certificate: Stanford Innovation and Entrepreneurship
Stanford University 2011 — 2011
Masters Certificate SDRM, Strategic Decision and Risk Management
Stanford University 2010 — 2010
Masters Certificate SCPM, Stanford Certified Project Manager
Harvard Business School 2010 — 2011
Harvard ManageMentor Program, Completed 40 modules of training, exercises, and simulations
Market Analyst Professional (Certified Retail Analyst) 2008 — 2009
MAP
Project Management Professional (PMP) 2005 — 2005
PMP, Project Management Institute
Six Sigma Green Belt 2005 — 2005
Six Sigma SPC
John Brown University 2003 — 2005
Master of Business Administration (MBA), Leadership and Ethics
University of Arkansas at Little Rock 1989 — 1993
BBA, Finance
Cisco Network Academy
CCNA/CCDA, Cisco Networks Design & Support
Robert Doc Holliday Robert Doc Holliday's Calton & Associates, Inc. Experience May 2011 - Present
Job Financial Advisor at Calton & Associates, Inc.
Industry Financial Services
Experience
Calton & Associates, Inc. May 2011 - Present
LPL Financial March 2008 - May 2011
Skills
Fixed Annuities, Investment Strategies, Wealth Management, Retirement Planning, IRAs, Investments, Strategic Financial..., Mutual Funds, Retirement, Finance, Life Insurance, Wealth Accumulation, ETFs, Series 7, Alternative Investments, Securities, Bonds, Insurance
Education
Louisiana Tech University 1975 — 1978
BSBA, Accounting and Finance
University of Arkansas at Fayetteville 1970 — 1974
Finance, General
Jacksonville High School, Jacksonville, Arkansas 1968 — 1970
Arlington Heights High School, Ft Worth, Texas 1967 — 1968
Calton & Associates, Inc. May 2011 - Present
LPL Financial March 2008 - May 2011
Skills
Fixed Annuities, Investment Strategies, Wealth Management, Retirement Planning, IRAs, Investments, Strategic Financial..., Mutual Funds, Retirement, Finance, Life Insurance, Wealth Accumulation, ETFs, Series 7, Alternative Investments, Securities, Bonds, Insurance
Education
Louisiana Tech University 1975 — 1978
BSBA, Accounting and Finance
University of Arkansas at Fayetteville 1970 — 1974
Finance, General
Jacksonville High School, Jacksonville, Arkansas 1968 — 1970
Arlington Heights High School, Ft Worth, Texas 1967 — 1968
Norman Hall Norman Hall's Calton & Associates, Inc. Experience 2009 - Present
Job Financial Advisor, Independent Insurance Agent
Industry Financial Services
Experience
Calton & Associates, Inc. 2009 - Present
WFG Investments, Inc. October 2008 - 2009
BOSC, Inc. March 2003 - September 2004
Crews & Associates 1991 - 1998
Skills
Investments, Finance, Series 7, Securities, Wealth Management, Investment Advisory, Alternative Investments, Mutual Funds, Financial Advisory, Financial Services, Risk Management, Series 63, Bonds, Portfolio Management, Asset Management, Retirement, Fixed Income, Equities, Estate Planning, Fixed Annuities, Wealth, Trading, Loans, Financial Analysis, Private Equity, 401k Rollovers
Education
University of Arkansas at Little Rock 1977 — 1981
Little Rock Central High School
Calton & Associates, Inc. 2009 - Present
WFG Investments, Inc. October 2008 - 2009
BOSC, Inc. March 2003 - September 2004
Crews & Associates 1991 - 1998
Skills
Investments, Finance, Series 7, Securities, Wealth Management, Investment Advisory, Alternative Investments, Mutual Funds, Financial Advisory, Financial Services, Risk Management, Series 63, Bonds, Portfolio Management, Asset Management, Retirement, Fixed Income, Equities, Estate Planning, Fixed Annuities, Wealth, Trading, Loans, Financial Analysis, Private Equity, 401k Rollovers
Education
University of Arkansas at Little Rock 1977 — 1981
Little Rock Central High School
Rykert Fowler Rykert Fowler's Calton & Associates, Inc. Experience July 2011 - Present
Job Financial Advisor at Calton & Associates, Inc.
Industry Financial Services
Experience
Calton & Associates, Inc. July 2011 - Present
Edward Jones August 2009 - July 2011
EVCO Plastics February 2008 - July 2009
The Tech Group March 1986 - September 2001
Skills
Business Development, Program Management, New Business Development, Negotiation, Forecasting, Strategic Planning, Process Improvement, Budgets, Cross-functional Team..., Product Development, Customer Service, Marketing Communications, Project Planning, Team Building, Operations Management, Start-ups, Management, Sales, Mergers & Acquisitions, Leadership, Six Sigma, Lean Manufacturing
Education
Arizona State University 1973 — 1976
Scottsdale Community College 1972 — 1974
Business Administration and Management, General
Calton & Associates, Inc. July 2011 - Present
Edward Jones August 2009 - July 2011
EVCO Plastics February 2008 - July 2009
The Tech Group March 1986 - September 2001
Skills
Business Development, Program Management, New Business Development, Negotiation, Forecasting, Strategic Planning, Process Improvement, Budgets, Cross-functional Team..., Product Development, Customer Service, Marketing Communications, Project Planning, Team Building, Operations Management, Start-ups, Management, Sales, Mergers & Acquisitions, Leadership, Six Sigma, Lean Manufacturing
Education
Arizona State University 1973 — 1976
Scottsdale Community College 1972 — 1974
Business Administration and Management, General
Steve Warrington Steve Warrington's Calton & Associates, Inc. Experience January 2012 - Present
Job
Industry Investment Management
Experience
Calton & Associates, Inc. January 2012 - Present
Choice Investments March 1992 - December 2011
Southwest Securities 1992 - 2008
Eppler, Guerin & Turner Inc 1986 - 1992
American Express 1980 - 1986
Education
The University of Texas at Austin
Calton & Associates, Inc. January 2012 - Present
Choice Investments March 1992 - December 2011
Southwest Securities 1992 - 2008
Eppler, Guerin & Turner Inc 1986 - 1992
American Express 1980 - 1986
Education
The University of Texas at Austin
Randy Ciccati Randy Ciccati's Calton & Associates, Inc. Experience June 2014 - Present
Job CEO at Calton & Associates, Inc.
Industry Financial Services
Experience
Calton & Associates, Inc. June 2014 - Present
Independent Consulting January 2011 - May 2014
ING 2008 - 2011
ING 2007 - 2008
ING PRIMEVEST Financial Services July 1998 - April 2007
ASB Financial Services 1995 - 1997
GE Capital 1990 - 1995
Skills
Senior Executives, Team Leadership, Strategic Leadership, Strategic Planning, Strategic Thinking, Wealth Management, Wealth Transfer, Retail Brokerage, RIA, Registered Investment..., Retirement Income..., Retirement Services, Retirement Solutions, Sales Management, Product Management, Product Strategy, Retirement Planning, Self Clearing Brokerage, Bank Brokerage, On Line Brokerage, Investment Advisory, Series 7, Securities, Retirement, Public Speaking
Education
San Diego State University-California State University 1980 — 1983
BA, Business Administration emphasis Finance
Calton & Associates, Inc. June 2014 - Present
Independent Consulting January 2011 - May 2014
ING 2008 - 2011
ING 2007 - 2008
ING PRIMEVEST Financial Services July 1998 - April 2007
ASB Financial Services 1995 - 1997
GE Capital 1990 - 1995
Skills
Senior Executives, Team Leadership, Strategic Leadership, Strategic Planning, Strategic Thinking, Wealth Management, Wealth Transfer, Retail Brokerage, RIA, Registered Investment..., Retirement Income..., Retirement Services, Retirement Solutions, Sales Management, Product Management, Product Strategy, Retirement Planning, Self Clearing Brokerage, Bank Brokerage, On Line Brokerage, Investment Advisory, Series 7, Securities, Retirement, Public Speaking
Education
San Diego State University-California State University 1980 — 1983
BA, Business Administration emphasis Finance
Bob Guess Bob Guess's Calton & Associates, Inc. Experience September 2013 - Present
Job Independent Financial Advisor at Calton & Associates, Inc.
Industry Financial Services
Experience
Calton & Associates, Inc. September 2013 - Present
Waddell & Reed 2012 - 2013
SWBC 2006 - 2012
Skills
Retirement, Mutual Funds, Financial Planning, Finance, Fixed Annuities, Small Business, Investment Strategies, Customer Service, Financial Services, Alternative Investments, Leadership, IRAs
Education
Texas Tech University
Bachelor's degree, Family Financial Planning
Calton & Associates, Inc. September 2013 - Present
Waddell & Reed 2012 - 2013
SWBC 2006 - 2012
Skills
Retirement, Mutual Funds, Financial Planning, Finance, Fixed Annuities, Small Business, Investment Strategies, Customer Service, Financial Services, Alternative Investments, Leadership, IRAs
Education
Texas Tech University
Bachelor's degree, Family Financial Planning
Ryan O'Leary, CFP ® Ryan O'Leary, CFP ®'s Calton & Associates, Inc. Experience January 2011 - January 2014
Job Regional Vice President, Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors September 2015 - Present
Sequoia Financial January 2014 - September 2015
Calton & Associates, Inc. January 2011 - January 2014
Morgan Stanley Smith Barney September 2009 - January 2011
National Life Group September 2006 - September 2009
Raymond James January 2003 - October 2006
T Rowe Price 2001 - January 2003
Skills
Investment Strategies, Strategic Financial..., Equities, Wealth, Investment Advisory, Series 7, Securities, Wealth Management, Series 63, Trading, Financial Modeling, Asset Protection, 401k Rollovers, Retirement Planning, Mutual Funds, 401k, Alternative Investments, Financial Advisory, Hedge Funds, ETFs, Investments, Retirement, Fixed Annuities, Asset Allocation, Bonds, Finance, Loans, Financial Markets, Estate Planning, Uniform Combined State..., FINRA, Financial Services, Insurance, Asset Management, Series 24, Pensions, Disability Insurance, Portfolio Management, Retirement Plan..., Fixed Income, Series 65, Defined Benefit, Life Insurance, Long-term Care, IRAs, Risk Management, Wealth Management..., Wealth Accumulation, Financial Analysis, Relationship Management
Education
University of Florida 1999 — 2001
Master of Science (MS), Business Administration and Management, General
University of Florida 1995 — 1999
B.A., Economics
Mercer Advisors September 2015 - Present
Sequoia Financial January 2014 - September 2015
Calton & Associates, Inc. January 2011 - January 2014
Morgan Stanley Smith Barney September 2009 - January 2011
National Life Group September 2006 - September 2009
Raymond James January 2003 - October 2006
T Rowe Price 2001 - January 2003
Skills
Investment Strategies, Strategic Financial..., Equities, Wealth, Investment Advisory, Series 7, Securities, Wealth Management, Series 63, Trading, Financial Modeling, Asset Protection, 401k Rollovers, Retirement Planning, Mutual Funds, 401k, Alternative Investments, Financial Advisory, Hedge Funds, ETFs, Investments, Retirement, Fixed Annuities, Asset Allocation, Bonds, Finance, Loans, Financial Markets, Estate Planning, Uniform Combined State..., FINRA, Financial Services, Insurance, Asset Management, Series 24, Pensions, Disability Insurance, Portfolio Management, Retirement Plan..., Fixed Income, Series 65, Defined Benefit, Life Insurance, Long-term Care, IRAs, Risk Management, Wealth Management..., Wealth Accumulation, Financial Analysis, Relationship Management
Education
University of Florida 1999 — 2001
Master of Science (MS), Business Administration and Management, General
University of Florida 1995 — 1999
B.A., Economics
Rory Cogavin Rory Cogavin's Calton & Associates, Inc. Experience October 2013 - August 2014
Job Accountant & Financial Advisor
Industry Accounting
Experience
Cetera Financial Specialists August 2014 - Present
KPC Business Dynamics, Inc July 2014 - Present
Vera & Vera, A professional Association July 2014 - Present
Cogavin Accounting Group January 2014 - Present
Calton & Associates, Inc. October 2013 - August 2014
Colella Accounting Group, CPA, P.C. 2013 - May 2014
Dynasty Advisors September 2012 - February 2013
AXA Advisors October 2011 - September 2012
RipTide Market Research Corporation 2011 - October 2011
Polaris Foundation 2011 - October 2011
Skills
Tax Preparation, Tax Planning, Bookkeeping, Retirement Planning, Estate Planning, Strategic Financial..., College Education..., Asset Allocation, Diversification, Investment Strategies, 401k Rollovers, Life Insurance, Disability Insurance, Long-term Care, Health Insurance
Education
Montclair State University 2008 — 2011
Bachelor's Degree, Business Administration with Concentration in Finance/Accounting
Cetera Financial Specialists August 2014 - Present
KPC Business Dynamics, Inc July 2014 - Present
Vera & Vera, A professional Association July 2014 - Present
Cogavin Accounting Group January 2014 - Present
Calton & Associates, Inc. October 2013 - August 2014
Colella Accounting Group, CPA, P.C. 2013 - May 2014
Dynasty Advisors September 2012 - February 2013
AXA Advisors October 2011 - September 2012
RipTide Market Research Corporation 2011 - October 2011
Polaris Foundation 2011 - October 2011
Skills
Tax Preparation, Tax Planning, Bookkeeping, Retirement Planning, Estate Planning, Strategic Financial..., College Education..., Asset Allocation, Diversification, Investment Strategies, 401k Rollovers, Life Insurance, Disability Insurance, Long-term Care, Health Insurance
Education
Montclair State University 2008 — 2011
Bachelor's Degree, Business Administration with Concentration in Finance/Accounting
Tammy Mercier's Calton & Associates, Inc. Experience 1997 - March 1999
Job Operations Manager at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Inc. June 2000 - Present
Raymond James Financial Inc. May 2005 - January 2011
Raymond James Financial Inc. February 2004 - May 2005
Raymond James Financial Inc. July 2002 - February 2004
Raymond James Financial Inc. June 2000 - July 2002
Southwest Securities April 1999 - May 2000
Calton & Associates, Inc. 1997 - March 1999
Skills
Series 7, Securities, Mutual Funds, Asset Managment, Investments, Operations Management, Equities, Investment Advisory, Financial Services, Trading, Back Office, User Acceptance Testing, Alternative Investments, Asset Management, Investment Banking
Education
Suffolk County Community College 1989 — 1991
Associate's degree, Accounting
Oklahoma State University
Finance, General
Raymond James Financial Inc. June 2000 - Present
Raymond James Financial Inc. May 2005 - January 2011
Raymond James Financial Inc. February 2004 - May 2005
Raymond James Financial Inc. July 2002 - February 2004
Raymond James Financial Inc. June 2000 - July 2002
Southwest Securities April 1999 - May 2000
Calton & Associates, Inc. 1997 - March 1999
Skills
Series 7, Securities, Mutual Funds, Asset Managment, Investments, Operations Management, Equities, Investment Advisory, Financial Services, Trading, Back Office, User Acceptance Testing, Alternative Investments, Asset Management, Investment Banking
Education
Suffolk County Community College 1989 — 1991
Associate's degree, Accounting
Oklahoma State University
Finance, General
Jeremy Fields's Calton & Associates, Inc. Experience October 2013 - January 2014
Job Copywriter
Industry Writing and Editing
Experience
Focus School Software March 2015 - Present
SCENE Magazine March 2015 - Present
Kforce Inc January 2014 - March 2015
Calton & Associates, Inc. October 2013 - January 2014
Delaware North Companies September 2011 - October 2013
Kforce Inc. May 2012 - May 2013
Skills
Copywriting, Technical Writing, Scriptwriting, Storytelling, Active Directory, Networking, Computer Hardware, Windows Server, Windows 7, Troubleshooting, XP, Servers, System Administration, Technical Support, Network Administration, Microsoft Exchange, VMware, Windows, SharePoint, Help Desk Support, Citrix, Microsoft Office, Access, Software Installation
Education
University of Florida 2005 — 2010
Bachelor of Arts (BA), English Language and Literature/Letters
Focus School Software March 2015 - Present
SCENE Magazine March 2015 - Present
Kforce Inc January 2014 - March 2015
Calton & Associates, Inc. October 2013 - January 2014
Delaware North Companies September 2011 - October 2013
Kforce Inc. May 2012 - May 2013
Skills
Copywriting, Technical Writing, Scriptwriting, Storytelling, Active Directory, Networking, Computer Hardware, Windows Server, Windows 7, Troubleshooting, XP, Servers, System Administration, Technical Support, Network Administration, Microsoft Exchange, VMware, Windows, SharePoint, Help Desk Support, Citrix, Microsoft Office, Access, Software Installation
Education
University of Florida 2005 — 2010
Bachelor of Arts (BA), English Language and Literature/Letters
Stuart Simchowitz, AIF, C(k)P, PRP Stuart Simchowitz, AIF, C(k)P, PRP's Calton & Associates, Inc. Experience October 2014 - Present
Job Director of Retirement Plan Services at RMR Wealth Builders, Inc.
Industry Financial Services
Experience
RMR Wealth Builders, Inc. November 2014 - Present
The Plan Sponsor University November 2014 - Present
Calton & Associates, Inc. October 2014 - Present
Sammax Consultants Ltd. December 1991 - Present
Sammax Consultants, Ltd. December 1991 - Present
American Portfolios 2008 - October 2014
Avenir Equity LLC July 2002 - October 2007
The MONY Group October 1988 - November 1991
Skills
Wealth Management, Management, Retirement Planning, Investments, Retirement, Mutual Funds, Financial Advisory, 401k, Asset Allocation, Employee Benefits, Investment Advisory, Finance, Financial Services, Asset Management, Securities, Defined Benefit, Insurance, Financial Planning, Alternative Investments, Retirement Plan..., ERISA, 403 b, Profit Sharing, Non-Qualified Deferred..., Captive Insurance
Education
Queens College 1977 — 1978
Marketing
State University of New York College at Brockport 1974 — 1977
BA, Far Eastern History
RMR Wealth Builders, Inc. November 2014 - Present
The Plan Sponsor University November 2014 - Present
Calton & Associates, Inc. October 2014 - Present
Sammax Consultants Ltd. December 1991 - Present
Sammax Consultants, Ltd. December 1991 - Present
American Portfolios 2008 - October 2014
Avenir Equity LLC July 2002 - October 2007
The MONY Group October 1988 - November 1991
Skills
Wealth Management, Management, Retirement Planning, Investments, Retirement, Mutual Funds, Financial Advisory, 401k, Asset Allocation, Employee Benefits, Investment Advisory, Finance, Financial Services, Asset Management, Securities, Defined Benefit, Insurance, Financial Planning, Alternative Investments, Retirement Plan..., ERISA, 403 b, Profit Sharing, Non-Qualified Deferred..., Captive Insurance
Education
Queens College 1977 — 1978
Marketing
State University of New York College at Brockport 1974 — 1977
BA, Far Eastern History
Maria Tanner Maria Tanner's Calton & Associates, Inc. Experience July 2012 - Present
Job Compliance Officer at Calton & Associate, Inc
Industry Financial Services
Experience
Calton & Associates, Inc. July 2012 - Present
Brookstone Securities Inc. June 2010 - June 2012
Skills
Securities, Internal Controls, Management, Anti Money Laundering, Financial Risk, Banking, Equities, Risk Management, Financial Services, Operational Risk
Education
St. Petersburg College
Calton & Associates, Inc. July 2012 - Present
Brookstone Securities Inc. June 2010 - June 2012
Skills
Securities, Internal Controls, Management, Anti Money Laundering, Financial Risk, Banking, Equities, Risk Management, Financial Services, Operational Risk
Education
St. Petersburg College
Devon Di Vito's Calton & Associates, Inc. Experience April 2011 - October 2012
Job Software Developer at Tribridge
Industry Information Services
Experience
Tribridge May 2013 - Present
Solution Skills May 2011 - May 2013
Calton & Associates, Inc. April 2011 - October 2012
Skills
Databases, Web Development, Microsoft Office, Database Design, Marketing Strategy, Market Research, Access, Project Management, Microsoft Excel, Customer Service, Data Analysis, Analysis, Time Management, SharePoint, Outlook, Teamwork, Visio, HTML, Social Media, Team Leadership, Research, Task Management, Requirements Analysis, Electronic Marketing, C#, Visual Studio, JavaScript, jQuery, LINQ, .NET, TFS, SSRS, WinForms, Agile Methodologies, T-SQL, Consulting, Cloud Computing, Business Intelligence, Enterprise Software
Education
Florida State University 2009 — 2013
BS, Marketing & Management Information Systems
Tribridge May 2013 - Present
Solution Skills May 2011 - May 2013
Calton & Associates, Inc. April 2011 - October 2012
Skills
Databases, Web Development, Microsoft Office, Database Design, Marketing Strategy, Market Research, Access, Project Management, Microsoft Excel, Customer Service, Data Analysis, Analysis, Time Management, SharePoint, Outlook, Teamwork, Visio, HTML, Social Media, Team Leadership, Research, Task Management, Requirements Analysis, Electronic Marketing, C#, Visual Studio, JavaScript, jQuery, LINQ, .NET, TFS, SSRS, WinForms, Agile Methodologies, T-SQL, Consulting, Cloud Computing, Business Intelligence, Enterprise Software
Education
Florida State University 2009 — 2013
BS, Marketing & Management Information Systems
Sunny Das's Calton & Associates, Inc. Experience March 2013 - August 2013
Job Founder and CEO at Texas Custom Apparel
Industry Financial Services
Experience
Texas Custom Apparel, LLC June 2013 - Present
Kaplan June 2011 - Present
Capital One June 2014 - August 2014
Calton & Associates, Inc. March 2013 - August 2013
Forte Tutoring August 2012 - February 2013
AllianceBernstein June 2012 - August 2012
HBO March 2012 - March 2012
Sears Holdings Corporation March 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Financial Modeling, Financial Analysis, Access, Data Analysis, Research, Social Media, Investment Advisory, DST, AWD, Statistical Tools, SEO, Customer Service, Event Planning, Teaching, MySQL, Photoshop, New Business Development, Accounting, Leadership, Teamwork, Social Networking, Facebook, Nonprofits, Statistics, Fundraising, Market Research, Analysis, Project Management, Paintball, Entrepreneurship, Investments, Marketing, Economics
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Investment Management
Brighton High School
Texas Custom Apparel, LLC June 2013 - Present
Kaplan June 2011 - Present
Capital One June 2014 - August 2014
Calton & Associates, Inc. March 2013 - August 2013
Forte Tutoring August 2012 - February 2013
AllianceBernstein June 2012 - August 2012
HBO March 2012 - March 2012
Sears Holdings Corporation March 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Financial Modeling, Financial Analysis, Access, Data Analysis, Research, Social Media, Investment Advisory, DST, AWD, Statistical Tools, SEO, Customer Service, Event Planning, Teaching, MySQL, Photoshop, New Business Development, Accounting, Leadership, Teamwork, Social Networking, Facebook, Nonprofits, Statistics, Fundraising, Market Research, Analysis, Project Management, Paintball, Entrepreneurship, Investments, Marketing, Economics
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Investment Management
Brighton High School
Ramu Singh Ramu Singh's Calton & Associates, Inc. Experience 2013 - Present
Job President, Advisory at Calton & Associates, Inc.
Industry Financial Services
Experience
Calton & Associates, Inc. 2013 - Present
Innovation Equity Partners, LLC 2012 - Present
Rady Asset Management 2009 - 2012
Banc Investment Group, LLC June 2007 - December 2008
Promontory Interfinancial Network 2005 - 2007
Wachovia Securities, LLC 2003 - 2005
Federal Home Loan Bank 2000 - 2003
WFS Financial 1994 - 1999
Skills
Portfolio Management, Hedge Funds, Mutual Funds, Asset Managment, Capital Markets, Investments, Fixed Income, Derivatives, Alternative Investments, Equities, Securities, Valuation, Series 7, Financial Modeling, Asset Allocation, Wealth Management, Financial Analysis, Bloomberg, Banking, Trading, Private Equity, Investment Advisory, Investment Management, Financial Services
Education
University of Southern California - Marshall School of Business 1989 — 1993
Ph.D (ABD), Finance
Faculty of Management Studies - University of Delhi 1986 — 1988
MBA, Finance
Shri Ram College of Commerce 1983 — 1986
Bachelor of Commerce (Honors), Accounting and Finance
Manav Sthali School
Calton & Associates, Inc. 2013 - Present
Innovation Equity Partners, LLC 2012 - Present
Rady Asset Management 2009 - 2012
Banc Investment Group, LLC June 2007 - December 2008
Promontory Interfinancial Network 2005 - 2007
Wachovia Securities, LLC 2003 - 2005
Federal Home Loan Bank 2000 - 2003
WFS Financial 1994 - 1999
Skills
Portfolio Management, Hedge Funds, Mutual Funds, Asset Managment, Capital Markets, Investments, Fixed Income, Derivatives, Alternative Investments, Equities, Securities, Valuation, Series 7, Financial Modeling, Asset Allocation, Wealth Management, Financial Analysis, Bloomberg, Banking, Trading, Private Equity, Investment Advisory, Investment Management, Financial Services
Education
University of Southern California - Marshall School of Business 1989 — 1993
Ph.D (ABD), Finance
Faculty of Management Studies - University of Delhi 1986 — 1988
MBA, Finance
Shri Ram College of Commerce 1983 — 1986
Bachelor of Commerce (Honors), Accounting and Finance
Manav Sthali School
Hannah Goldstein Hannah Goldstein's Calton & Associates, Inc. Experience June 2014 - August 2014
Job Fund Accountant, Associate II at State Street
Industry Financial Services
Experience
State Street June 2015 - Present
Financial Foundations, Inc September 2014 - December 2014
The Rockport Company June 2014 - August 2014
Calton & Associates, Inc. June 2014 - August 2014
Fred's Shanty April 2011 - August 2014
Skills
Microsoft Office, FactSet, Time Management, Teamwork, Economics, Microsoft Word
Education
Bentley University 2011 — 2015
Bachelor of Science (BS), Economics-Finance
Royal Holloway, University of London 2014 — 2014
Economics
State Street June 2015 - Present
Financial Foundations, Inc September 2014 - December 2014
The Rockport Company June 2014 - August 2014
Calton & Associates, Inc. June 2014 - August 2014
Fred's Shanty April 2011 - August 2014
Skills
Microsoft Office, FactSet, Time Management, Teamwork, Economics, Microsoft Word
Education
Bentley University 2011 — 2015
Bachelor of Science (BS), Economics-Finance
Royal Holloway, University of London 2014 — 2014
Economics
Shaun Arnold's Calton & Associates, Inc. Experience December 2003 - January 2005
Job
Industry Mining & Metals
Experience
Arch Coal, Inc. July 2014 - Present
Arch Coal, Inc. January 2010 - Present
CSX Transportation January 2005 - January 2010
CSX Transportation June 2006 - July 2007
CSX Transportation September 2005 - June 2006
CSX Transportation January 2005 - September 2005
Calton & Associates, Inc. December 2003 - January 2005
Education
University of Florida - Warrington College of Business Administration 2007 — 2008
MBA
Florida State UniversityDecember 2004 2001 — 2004
Bachelor of Science
Florida State University December 2004 2001 — 2004
Bachelor of Science
Lecanto High School 1997 — 2001
High School Diploma
Arch Coal, Inc. July 2014 - Present
Arch Coal, Inc. January 2010 - Present
CSX Transportation January 2005 - January 2010
CSX Transportation June 2006 - July 2007
CSX Transportation September 2005 - June 2006
CSX Transportation January 2005 - September 2005
Calton & Associates, Inc. December 2003 - January 2005
Education
University of Florida - Warrington College of Business Administration 2007 — 2008
MBA
Florida State UniversityDecember 2004 2001 — 2004
Bachelor of Science
Florida State University December 2004 2001 — 2004
Bachelor of Science
Lecanto High School 1997 — 2001
High School Diploma
Mallory Messina's Calton & Associates, Inc. Experience June 1991 - Present
Job Investment Banker at Calton & Associates, Inc.
Industry Investment Management
Experience
Calton & Associates, Inc. June 1991 - Present
Studio 2 1984 - 1991
Skills
Portfolio Management, Alternative Investments, Securities, Retirement Planning, Mutual Funds, Bonds, Equities, Wealth Management, Management, Investment Strategies, Asset Management, Series 7, Series 63, Financial Modeling, Finance, Asset Allocation, Corporate Bonds, Municipal Bonds, Stocks
Education
Florida State University 1977 — 1979
Bachelor of Science Degree - Marketing & Fashion Merchandising
Manatee Community College 1974 — 1976
Associate Arts Degree in Fine Arts
John F. Kennedy Schule - Berlin, Germany 1961 — 1966
International Education
Calton & Associates, Inc. June 1991 - Present
Studio 2 1984 - 1991
Skills
Portfolio Management, Alternative Investments, Securities, Retirement Planning, Mutual Funds, Bonds, Equities, Wealth Management, Management, Investment Strategies, Asset Management, Series 7, Series 63, Financial Modeling, Finance, Asset Allocation, Corporate Bonds, Municipal Bonds, Stocks
Education
Florida State University 1977 — 1979
Bachelor of Science Degree - Marketing & Fashion Merchandising
Manatee Community College 1974 — 1976
Associate Arts Degree in Fine Arts
John F. Kennedy Schule - Berlin, Germany 1961 — 1966
International Education
David Petry's Calton & Associates, Inc. Experience February 2014 - Present
Job Financial Advisor at Calton & Associates, Inc.
Industry Telecommunications
Experience
Calton & Associates, Inc. February 2014 - Present
Pinnacle Telecom March 2000 - Present
Chairvolotti Financial May 2010 - December 2013
Telrite Holdings LLC 2006 - 2008
Education
Southern Methodist University 1986 — 1989
Bachelor's degree, Economics with Financial Applications
Drexel University 1984 — 1986
Calton & Associates, Inc. February 2014 - Present
Pinnacle Telecom March 2000 - Present
Chairvolotti Financial May 2010 - December 2013
Telrite Holdings LLC 2006 - 2008
Education
Southern Methodist University 1986 — 1989
Bachelor's degree, Economics with Financial Applications
Drexel University 1984 — 1986
Meagan Perry's Calton & Associates, Inc. Experience January 2012 - Present
Job
Industry Financial Services
Experience
Sunrise Chevy Buick GMC March 2013 - Present
Calton & Associates, Inc. January 2012 - Present
Homer Skelton Ford July 2009 - December 2011
Skills
Marketing, Online Advertising, Social Media, Advertising, Social Media Marketing, Email Marketing, Customer Service, Microsoft Office, Marketing Strategy, Digital Marketing, Online Marketing, Sales, Account Management, Marketing Communications, Financial Analysis, Investment Strategies, Market Research, Stock Market, Alternative Investments, Wall Street, Investment Advisory, 401k, Retirement Planning, Asset Allocation, Series 7, Investments, Mutual Funds, Strategic Financial..., Series 63, Financial Planners, Business Development, Bonds, Cold Calling, Sales Process, Sales Management, Management, Sales Operations, Automotive, Team Building, Financial Planning
Education
University of Mississippi - School of Business Administration 2005 — 2010
Marketing
Sunrise Chevy Buick GMC March 2013 - Present
Calton & Associates, Inc. January 2012 - Present
Homer Skelton Ford July 2009 - December 2011
Skills
Marketing, Online Advertising, Social Media, Advertising, Social Media Marketing, Email Marketing, Customer Service, Microsoft Office, Marketing Strategy, Digital Marketing, Online Marketing, Sales, Account Management, Marketing Communications, Financial Analysis, Investment Strategies, Market Research, Stock Market, Alternative Investments, Wall Street, Investment Advisory, 401k, Retirement Planning, Asset Allocation, Series 7, Investments, Mutual Funds, Strategic Financial..., Series 63, Financial Planners, Business Development, Bonds, Cold Calling, Sales Process, Sales Management, Management, Sales Operations, Automotive, Team Building, Financial Planning
Education
University of Mississippi - School of Business Administration 2005 — 2010
Marketing
Xuewu (Ken) Zhang's Calton & Associates, Inc. Experience April 2011 - August 2011
Job Business Development Manager at Quid
Industry International Trade and Development
Experience
Quid September 2014 - Present
Redwood Sand Hill June 2014 - September 2014
OrderAhead November 2013 - May 2014
Ujelly.CN March 2013 - July 2013
Calton & Associates, Inc. April 2011 - August 2011
MetalBuildingparts.com January 2011 - April 2011
Cloud Nine Promotions September 2009 - April 2011
Skills
New Business Development, Sales, Management, Finance, Strategy, Chinese, Quid, Restaurants, International Relations, Microsoft Excel
Education
Tsinghua University 2013 — 2013
Study Aboard Program, SEM
Peking University 2012 — 2013
Intensive Chinese Program
Florida State University - College of Business 2008 — 2012
Bachelor of Science (B.S.), Finance, Cum Laude
Florida State University - College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Entrepreneurship, Cum Laude
EHS
Everglades high
Quid September 2014 - Present
Redwood Sand Hill June 2014 - September 2014
OrderAhead November 2013 - May 2014
Ujelly.CN March 2013 - July 2013
Calton & Associates, Inc. April 2011 - August 2011
MetalBuildingparts.com January 2011 - April 2011
Cloud Nine Promotions September 2009 - April 2011
Skills
New Business Development, Sales, Management, Finance, Strategy, Chinese, Quid, Restaurants, International Relations, Microsoft Excel
Education
Tsinghua University 2013 — 2013
Study Aboard Program, SEM
Peking University 2012 — 2013
Intensive Chinese Program
Florida State University - College of Business 2008 — 2012
Bachelor of Science (B.S.), Finance, Cum Laude
Florida State University - College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Entrepreneurship, Cum Laude
EHS
Everglades high
Briget Miller's Calton & Associates, Inc. Experience May 2013 - February 2014
Job Lead Specialist
Industry Financial Services
Experience
First National Bank of Omaha February 2014 - Present
Calton & Associates, Inc. May 2013 - February 2014
COR Clearing October 2010 - April 2013
Two Rivers Bank Blair, NE April 2009 - October 2010
TD Ameritrade October 1999 - February 2009
Skills
Credit, Loans, Banking, Risk Management, Equities, Series 7, Series 63, Series 24, Customer Service, Administrative..., Finance, Mutual Funds, Fixed Income, Financial Services, Investments, Wealth Management
Education
University of Nebraska at Omaha 1991 — 1996
Bachelor of Science (BS), Banking and Financial Support Services
First National Bank of Omaha February 2014 - Present
Calton & Associates, Inc. May 2013 - February 2014
COR Clearing October 2010 - April 2013
Two Rivers Bank Blair, NE April 2009 - October 2010
TD Ameritrade October 1999 - February 2009
Skills
Credit, Loans, Banking, Risk Management, Equities, Series 7, Series 63, Series 24, Customer Service, Administrative..., Finance, Mutual Funds, Fixed Income, Financial Services, Investments, Wealth Management
Education
University of Nebraska at Omaha 1991 — 1996
Bachelor of Science (BS), Banking and Financial Support Services
Morgan Monsanto's Calton & Associates, Inc. Experience 2012 - 2012
Job Bartender at Emerald Beach Resort
Industry Food & Beverages
Experience
Emerald Beach Resort October 2012 - Present
Glacial Energy June 2012 - January 2013
Calton & Associates, Inc. 2012 - 2012
Zax Restaurant and Bar August 2006 - February 2011
Skills
Studying to obtain..., Microsoft Office, Customer Service, Sales, PowerPoint, Microsoft Excel, Account Management, Microsoft Word, Team Building, Budgets, Leadership, Research
Education
The University of Texas at Austin 2006 — 2008
Bachelor of Arts (BA), Biology, General
The University of Texas at San Antonio
Emerald Beach Resort October 2012 - Present
Glacial Energy June 2012 - January 2013
Calton & Associates, Inc. 2012 - 2012
Zax Restaurant and Bar August 2006 - February 2011
Skills
Studying to obtain..., Microsoft Office, Customer Service, Sales, PowerPoint, Microsoft Excel, Account Management, Microsoft Word, Team Building, Budgets, Leadership, Research
Education
The University of Texas at Austin 2006 — 2008
Bachelor of Arts (BA), Biology, General
The University of Texas at San Antonio
David Cole, CPA's Calton & Associates, Inc. Experience April 2006 - Present
Job Chief Financial Officer at Calton & Associates, Inc.
Industry Financial Services
Experience
Calton & Associates, Inc. April 2006 - Present
Raymond James & Associates, Inc. May 2000 - April 2006
Skills
Financial Analysis, Securities, Alternative Investments, Series 7, Strategic Financial..., Investments, Financial Modeling
Education
University of South Florida - College of Business Administration 2000 — 2002
Master of Business Administration (MBA), IT, Finance, Economics
University of South Florida - College of Business Administration 1994 — 1996
Bachelor of Science (BS), Accounting
Florida State University 1988 — 1992
Bachelor of Science (B.S.), Finance
Calton & Associates, Inc. April 2006 - Present
Raymond James & Associates, Inc. May 2000 - April 2006
Skills
Financial Analysis, Securities, Alternative Investments, Series 7, Strategic Financial..., Investments, Financial Modeling
Education
University of South Florida - College of Business Administration 2000 — 2002
Master of Business Administration (MBA), IT, Finance, Economics
University of South Florida - College of Business Administration 1994 — 1996
Bachelor of Science (BS), Accounting
Florida State University 1988 — 1992
Bachelor of Science (B.S.), Finance