Clearpoint Financial

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Clearpoint Financial Employees

Employee
Years
Job
Industry
Kristina Keck Kristina Keck San Francisco Bay Area Details
Kristina Keck's Clearpoint Financial Experience February 2011 - January 2013
Job I help my clients manage their Fiduciary, Investment and Employee Retirement Readiness Risk.
Industry Investment Management
Experience
Woodruff-Sawyer & Co  January 2013 - Present
Clearpoint Financial   February 2011 - January 2013
Associated Securities   October 1999 - October 2010
Eagle Group  2000 - 2004
Northwestern Mutual Life  January 1993 - January 1999
United States Air Force  January 1986 - January 1993

Skills
401k, Retirement, Mutual Funds, Investments, Retirement Planning, Financial Advisory, Employee Benefits, Pensions, Finance, Retirement Plan..., Insurance, Strategic Financial..., Series 63, Securities, Financial Planning, Series 6, Risk Management, Defined Benefit, Leadership, Business Planning, Management, Series 7, Due Diligence, ERISA, FINRA, Training, Asset Allocation, Investment Advisory, Small Business, Defined Contribution, Profit Sharing, Qualified Retirement..., Employer Guidance, Employee Advocate, Leading Financial Change, Financial Services, Strategic Planning, Strategy

Education
Kaplan University   2002 — 2004
Financial Planning and Services

Saint Leo University   1990 — 1993
Finance, Business

Sarah Keibler AIF Sarah Keibler AIF Seattle, Washington Details
Sarah Keibler AIF's Clearpoint Financial Experience September 2006 - April 2015
Job Retirement Plan Consultant at Alliant Insurance Services
Industry Financial Services
Experience
Alliant Insurance Services  May 2015 - Present
ClearPoint Financial   September 2006 - April 2015
Hope on the HIll Guild   2009 - 2015
Advanced Benefits Consulting   2005 - 2006
Retirement Plan Services, LLC  2002 - 2005

Skills
Series 63, 401k, Series 7, Retirement Plan..., Mutual Funds, Retirement Planning, Financial Advisory, Insurance, Retirement, Investment Advisory

Education
University of Northern Iowa   1997 — 2001
Bachelors degree, Finance and Economics

Joe Fleischmann Joe Fleischmann Portland, Oregon Area Details
Joe Fleischmann's Clearpoint Financial Experience 2006 - 2010
Job Partner, Retirement Plan Consultant at Pacific Retirement Partners, LLC
Industry Investment Management
Experience
Pacific Retirement Partners, LLC   May 2014 - Present
Etesian Wealth Advisors, LLC   October 2010 - May 2014
ClearPoint Financial   2006 - 2010
Columbia Management  2001 - 2005

Skills
Retirement Plan..., 401k, Pensions, Profit Sharing, Investment Advisory, Asset Allocation, Investment Management, Mutual Funds

Education
University of Oregon - Charles H. Lundquist College of Business   1996 — 2000
Bachelor of Science, Finance

Central Catholic

Chrystie Dickens Chrystie Dickens Greater Seattle Area Details
Chrystie Dickens's Clearpoint Financial Experience January 2011 - October 2014
Job Manager Client Relations
Industry Financial Services
Experience
ClearPoint Financial   January 2011 - October 2014
Principal Financial Group  April 2001 - January 2011
Principal Financial Group  April 2001 - March 2005

Skills
401k

Education
Eastern Washington University   1996 — 2001

Greg Aest Greg Aest Gig Harbor, Washington Details
Greg Aest's Clearpoint Financial Experience January 2009 - October 2011
Job Financial Services
Industry Investment Management
Experience
CountryPlace Mortgage  October 2011 - December 2012
Clearpoint Financial   January 2009 - October 2011
Sound Mortgage Inc  June 2007 - December 2008
A Plus Mortgage LLC   June 2006 - June 2007
RNB Mortgage   June 2004 - June 2006
Home Loan Express   March 2002 - June 2004
Conseco Finance  September 1998 - January 2002
Green Tree Financial Corp.  November 1992 - September 1998

Skills
FHA, Loans, Mortgage Banking, Mortgage Lending, Relationship Marketing, Analysis, Business Relationship..., Listening Skills, Detailed Analysis

Education
Seattle University   1989 — 1992
Business Administration, Management

Washington State University   1982 — 1984

Michael Tuell, AIF® Michael Tuell, AIF® Portland, Maine Area Details
Michael Tuell, AIF®'s Clearpoint Financial Experience June 2009 - Present
Job Providing investment advisory services to retirement plan sponsors and their participants
Industry Financial Services
Experience
ClearPoint Financial   June 2009 - Present
Merrill Lynch  June 2005 - June 2009
Means Investment Company   January 1994 - June 2005

Skills
Asset Management, Securities, FINRA, Investment Advisory, Investments, Retirement Planning, Portfolio Management, Finance, Financial Analysis, Investment Management, Financial Advisory

Education
University of Maine   1977 — 1982
BA, Business Administration

Orono High School   1974 — 1977

Michael Velkov Michael Velkov Greater Seattle Area Details
Michael Velkov's Clearpoint Financial Experience June 2011 - December 2011
Job Financial Analyst II Amazon Instant Video Content Aquisition
Industry Financial Services
Experience
Amazon  October 2015 - Present
Amazon  January 2014 - Present
Amazon  December 2011 - December 2012
Clearpoint Financial   June 2011 - December 2011
Gruman & Nicoll Public Relations   August 2010 - October 2010
Bill Pace Fruit and Produce   July 2009 - September 2009

Skills
Financial Analysis, Financial Modeling, Microsoft Excel, SQL, Customer Service, Process Improvement, Event Planning, Microsoft Office, Corporate Finance

Education
Seattle University   2009 — 2013
Bachelor of Arts in Business Administration, Finance

Joseph Capozzi Joseph Capozzi San Francisco Bay Area Details
Joseph Capozzi's Clearpoint Financial Experience 2007 - June 2011
Job Regional Sales Director at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group  May 2014 - Present
Bank of America Merrill Lynch  June 2011 - May 2014
Clearpoint Financial   2007 - June 2011
National Retirement Partners  2007 - 2011
Arthur J. Gallagher & Co.   2002 - 2007

Skills
Strategy, Retirement, Employee Benefits, Retirement Planning, Retirement Plan..., Sales, Public Speaking, Pensions, Mutual Funds, Investments, Series 7, Wealth Management, 401k, Investment Advisory, Series 63, Financial Advisory, Asset Allocation, Financial Services

Education
University of San Diego   1982 — 1985
BA

Alex Landeen Alex Landeen Greater Seattle Area Details
Alex Landeen's Clearpoint Financial Experience 2003 - 2005
Job Independent Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Finanical  November 2014 - Present
Wells Fargo Advisors, LLC  October 2011 - October 2014
Axa Advisors  April 2010 - August 2011
Signametrics   2005 - 2009
ClearPoint Financial   2003 - 2005

Skills
Retirement Planning, IRAs, Investment Strategies, Asset Allocation, Mutual Funds, Financial Advisory, Fixed Annuities, Retirement, Long Term Care Insurance

Education
The University of Montana - School of Business Administration   1999 — 2003
BA, Finance

Garfield High School

Eric Pipenhagen Eric Pipenhagen Greater Chicago Area Details
Eric Pipenhagen's Clearpoint Financial Experience 2005 - 2006
Job Sr Manager of Operations Support, Redwood Multimodal
Industry Transportation/Trucking/Railroad
Experience
Redwood Logistics (formerly TSE)   May 2009 - Present
R.H. Donnelley   2006 - 2008
Clearpoint Financial   2005 - 2006

Skills
Transportation, LTL, Freight, Truckload, 3PL, Transportation..., Trucking, Logistics, Logistics Management, Container, Operations Management, Customer Service, Shipping, Account Management, Flatbed

Education
University of Illinois at Chicago   2002 — 2006
Bachelor's Degree, Business Management, Marketing

Marquette University   2001 — 2002