Compass Financial Advisors

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Compass Financial Advisors Employees

Employee
Years
Job
Industry
Taylor Somerville, CFA Taylor Somerville, CFA Memphis, Tennessee Details
Taylor Somerville, CFA's Compass Financial Advisors Experience June 2004 - October 2006
Job at McVean Trading and Investment
Industry Financial Services
Experience
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

Kimberly D. Miller Kimberly D. Miller Elkhart, Indiana Area Details
Kimberly D. Miller's Compass Financial Advisors Experience March 2003 - February 2007
Job ConnSelmer, INC. Reception (HR Department)
Industry Music
Experience
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

Diana Nyman Diana Nyman Chesterton, Indiana Details
Diana Nyman's Compass Financial Advisors Experience January 2003 - September 2010
Job Financial Advisor, Chartered Retirement Plans Specialist at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Alex Hancock Alex Hancock Greater Salt Lake City Area Details
Alex Hancock's Compass Financial Advisors Experience January 2014 - Present
Job Managing partner & Financial Advisor at Compass Financial Advisors
Industry Financial Services
Experience
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

Jason Souder Jason Souder Greater Chicago Area Details
Jason Souder's Compass Financial Advisors Experience July 2012 - September 2013
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
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

June Bails June Bails Elkhart, Indiana Area Details
June Bails's Compass Financial Advisors Experience December 1995 - May 2001
Job Trust Administrative Assistant at 1st Source Bank
Industry Financial Services
Experience
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

Tad Majerek Tad Majerek South Bend, Indiana Area Details
Tad Majerek's Compass Financial Advisors Experience July 2004 - Present
Job
Industry Financial Services
Experience
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

Craig Blue Craig Blue South Bend, Indiana Area Details
Craig Blue's Compass Financial Advisors Experience 2009 - 2010
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Karen Sherer Karen Sherer Elkhart, Indiana Area Details
Karen Sherer's Compass Financial Advisors Experience May 1998 - September 2001
Job Trust Operations Specialist at First State Bank of Middelbury
Industry Banking
Experience
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

Daniel Bringle Daniel Bringle Chicago, Illinois Details
Daniel Bringle's Compass Financial Advisors Experience 2004 - 2004
Job Associate at Advisory Research
Industry Financial Services
Experience
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

Robb DeJonge Robb DeJonge Benton Harbor, Michigan Area Details
Robb DeJonge's Compass Financial Advisors Experience December 2008 - November 2012
Job Financial Consultant Insurance Specialist at Notre Dame Federal Credit Union
Industry Financial Services
Experience
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

Jennifer Rupp Jennifer Rupp Elkhart, Indiana Details
Jennifer Rupp's Compass Financial Advisors Experience September 2005 - September 2010
Job Partner, Director of Operations, CCO at Guidance Wealth
Industry Investment Management
Experience
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

Jan Fulenwider Jan Fulenwider Memphis, Tennessee Details
Jan Fulenwider's Compass Financial Advisors Experience 2010 - 2010
Job Accounting Professional
Industry Accounting
Experience
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