Compass Financial Advisors
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Compass Financial Advisors Employees
McVean Trading and Investment October 2006 - Present
Compass Financial Advisors June 2004 - October 2006
Rothstein Kass October 2001 - June 2004
Skills
Bloomberg, Alternative Investments, Valuation, Hedge Funds, Equities, Financial Analysis, Financial Modeling, Derivatives, Investments, Fixed Income, Asset Management, Securities, Bloomberg Terminal, Technical Analysis, Futures Trading
Education
University of Alabama 1997 — 2001
Bachelor of Science in Commerce and Business Administration, Finance
Conn-Selmer, Inc. October 2008 - Present
Thor Motor Coach (Formerly, Four Winds International) March 2005 - March 2008
Compass Financial Advisors March 2003 - February 2007
Carlton Mfg. Inc. October 1994 - March 1997
Skills
Customer Service, Outlook, Payroll, Microsoft Word, Microsoft Excel, Microsoft Office, Human Resources, Process Scheduler, Team Building, Advertising, Teamwork, Time Management, Marketing, Inventory Management, Purchasing, Spreadsheets, Employee Benefits, Event Planning, Recruiting, Leadership, Budgets, Administration
Education
Indiana University South Bend 1991 — 1993
Broadcast Communciations
Elkhart Central High School 1986 — 1990
Diploma, Acedemic studies - Honor student
Wells Fargo Advisors, LLC September 2010 - Present
Compass Financial Advisors January 2003 - September 2010
Merrill Lynch January 2000 - January 2003
Skills
Retirement, Retirement Planning, Estate Investment..., Employer Sponsored...
Education
Indiana University Bloomington 1994 — 1997
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
Winona State University
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
Compass Financial Advisors January 2014 - Present
Intermountain Financial Group August 2011 - December 2013
Skills
Retirement, Disability Insurance, Insurance, Strategic Financial..., Finance, Fixed Annuities, Retirement Planning, Financial Services, Financial Planners, Securities, Employee Benefits, Financial Analysis, Investments, Mutual Funds, Managerial Finance, Financial Planning, Public Speaking, Financial Management, Insurance Planning
Education
Brigham Young University
BS, Finance
College of Southern Idaho
Associate degree, Liberal Arts/Business
Pocatello High School
Scottrade July 2014 - Present
JPMorgan Chase October 2013 - July 2014
Compass Financial Advisors July 2012 - September 2013
Skills
Wealth Management, Investments, Retirement Planning, Portfolio Management, Series 7, Securities, Leadership, Public Speaking, Mutual Funds, Series 63, Sales, Coaching, Asset Allocation
Education
Indiana Institute of Technology 2007 — 2011
Bachelor of Education (B.Ed.)
Leo High School 2003 — 2007
1st Source Bank August 2015 - Present
Everence Financial Services September 2005 - March 2015
Martin Capital Management August 2002 - June 2005
The Todd Organization August 2001 - August 2002
Compass Financial Advisors December 1995 - May 2001
Education
Bethel College
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Compass Financial Advisors July 2004 - Present
Compass Financial Advisors 2004 - Present
Harris Baseball 2005 - 2014
A. G. Edwards amd Sons 1999 - 2004
Skills
Investments, Defined Contribution, Succession Planning, IRAs, Investment Advisory, Retirement Planning, Risk Management, Financial Advisory, Estate Planning, Strategic Financial..., Retirement, Wealth Management, Finance, Insurance, 401k, Health Insurance, Management, Series 7, Wealth, Fixed Annuities, Term Life Insurance, Fixed Income, Small Business, Series 24, ETFs, Mutual Funds, Bonds, Series 63, Asset Allocation, Alternative Investments, Long Term Care Insurance, Asset Management, Portfolio Management, Wealth Management..., Long-term Care, Variable Annuities, Securities, Financial Services, Roth IRA, Financial Planners, Series 6, Retirement Plan..., Disability Insurance, Series 65, Private Equity, Investment Strategies, Mortgage Lending, Separately Managed..., Life Insurance, Pensions
Education
University of Notre Dame 1987 — 1989
Master of Business Administration (MBA)
College of Financial Planning 2005 — 2007
AAMS, CRPC
American College 2007 — 2009
Completed CFA Studies
Eastern Michigan University 1969 — 1974
BS
Niles High School 1967 — 1969
Wells Fargo Advisors May 2011 - Present
Stifel Nicolaus 2010 - 2011
Compass Financial Advisors 2009 - 2010
Citi Smith Barney 1986 - 2008
Skills
Financial Services, Investments, Insurance, Mutual Funds, Securities, Asset Allocation, Retirement Planning, Finance
Education
Indiana University South Bend 1969 — 1972
First State Bank of Middelbury June 2012 - Present
Martin Capital Management, LLC September 2001 - June 2012
Compass Financial Advisors May 1998 - September 2001
Chase Bank/Bank One/NBD/Midwest Commerce Bank 1982 - 1997
Education
Goshen College
Bachelor of Science, Organizational Management
Advisory Research July 2013 - Present
Hillman Capital Management April 2006 - May 2012
Fortigent 2004 - 2006
Compass Financial Advisors 2004 - 2004
Skills
Portfolio Management, Investments, Equities, Performance Measurement, Middle Office, Asset Allocation, Investment Management, Trading, Finance, CRM, Management, Accounting, Account Reconciliation, Settlement, Alternative Investments, Bloomberg, Corporate Actions, NetX360, WealthCentral, SchwabInstitutional, Omgeo CTM, Mutual Funds
Education
Indiana University Bloomington
BS, Public Management
Indiana University Bloomington
Non-Profit/Public/Organizational Management
Notre Dame Federal Credit Union December 2012 - Present
Compass Financial Advisors December 2008 - November 2012
John Hancock January 1997 - November 2008
John Hancock July 2004 - December 2007
Skills
Series 7, Fixed Annuities, Retirement, Retirement Planning, IRAs, Mutual Funds, Investments, Strategic Financial...
Education
Indiana University South Bend
BS
Guidance Wealth January 2014 - Present
Guidance Wealth October 2010 - December 2013
Compass Financial Advisors September 2005 - September 2010
Education
Bethel College 2003 — 2007
Bachelor of Arts (BA), Economics and Finance, Accounting
Ed Bosch, CPA 2012 - 2012
Kelly Services 2011 - 2011
Compass Financial Advisors 2010 - 2010
Contract Accountant 2006 - 2010
Soulsville USA 2005 - 2006
Ideal Travel Concepts 1998 - 2005
Skills
Fixed Assets, General Ledger, Accounts Payable, Accounts Receivable, Operating Budgets, Compilation Of..., Sales/Use Tax, State, Local, Federal..., Bank Reconciliation, Internal Controls, Human Resources, Office Manager, Cash Management, Personal Property Taxes, Renewed Business License, Sales Tax, Financial Analysis, Budgets, Time Management, Cash, Accounting, Forecasting, Auditing, Payroll, Property Tax, Account Reconciliation, QuickBooks, Financial Reporting, Invoicing, Cash Flow, Financial Accounting, Managerial Finance, Journal Entries, Cash Flow Forecasting
Education
Lambuth University
Bachelor of Science (BS), Business/Commerce, General
The University of Memphis
Accounting and Finance