Compass Financial Group
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Compass Financial Group Employees
Employee
Years
Job
Industry
Vincent B. Rogers Vincent B. Rogers's Compass Financial Group Experience 1993 - Present
Job Agency Owner at Compass Financial Group
Industry Financial Services
Experience
Compass Financial Group 1993 - Present
Education
Adams State University 1982 — 1986
Bachelor of Applied Science (BASc), Finance, Business Administration, Minor in Spanish
Brigham Young University 1979 — 1980
Compass Financial Group 1993 - Present
Education
Adams State University 1982 — 1986
Bachelor of Applied Science (BASc), Finance, Business Administration, Minor in Spanish
Brigham Young University 1979 — 1980
Dan Wanous Dan Wanous's Compass Financial Group Experience May 2014 - August 2014
Job Investment Operations Analyst at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial June 2015 - Present
Bethel University May 2014 - May 2015
Hewins Financial Wipfli Hewins January 2015 - March 2015
Wells Fargo January 2015 - January 2015
Compass Financial Group May 2014 - August 2014
Skills
Public Speaking, Strategic Planning, Volunteer Management, Customer Service, Team Development, Management, Leadership Development, Leadership, Event Planning, Community Outreach, Student Development, Economics, Finance, StrengthsFinder, MBTI, Teamwork, Financial Analysis, Fundraising, Team Building, Team Leadership, Microfinance
Education
Bethel University 2011 — 2015
Bachelor's Degree, Economics and Finance
Thrivent Financial June 2015 - Present
Bethel University May 2014 - May 2015
Hewins Financial Wipfli Hewins January 2015 - March 2015
Wells Fargo January 2015 - January 2015
Compass Financial Group May 2014 - August 2014
Skills
Public Speaking, Strategic Planning, Volunteer Management, Customer Service, Team Development, Management, Leadership Development, Leadership, Event Planning, Community Outreach, Student Development, Economics, Finance, StrengthsFinder, MBTI, Teamwork, Financial Analysis, Fundraising, Team Building, Team Leadership, Microfinance
Education
Bethel University 2011 — 2015
Bachelor's Degree, Economics and Finance
Michael Cuneo, CFP® Michael Cuneo, CFP®'s Compass Financial Group Experience August 2013 - Present
Job Partner, Compass Financial Group
Industry Financial Services
Experience
Compass Financial Group August 2013 - Present
Financial Planning Association (FPA) January 2015 - Present
RiverSource February 2010 - July 2013
Cohen & Steers January 2009 - January 2010
Cohen & Steers January 2007 - January 2009
Cohen & Steers January 2006 - January 2007
Ameriprise Financial Services, Inc. February 2003 - January 2006
Skills
Strategic Financial..., Wealth Management, Series 63, Mutual Funds, Series 7, Alternative Investments, Investments, ETFs, Series 24, Estate Planning, Asset Managment, Equities, Fixed Income, Hedge Funds, Certified Financial..., Sales, Closed-end Funds, Separately Managed..., Business Transition...
Education
Binghamton University 1999 — 2002
Bachelor of Arts, Economics 2002
Cold Spring Harbor High School
Cold Spring Harbor High School
Men's lacrosse player
Compass Financial Group August 2013 - Present
Financial Planning Association (FPA) January 2015 - Present
RiverSource February 2010 - July 2013
Cohen & Steers January 2009 - January 2010
Cohen & Steers January 2007 - January 2009
Cohen & Steers January 2006 - January 2007
Ameriprise Financial Services, Inc. February 2003 - January 2006
Skills
Strategic Financial..., Wealth Management, Series 63, Mutual Funds, Series 7, Alternative Investments, Investments, ETFs, Series 24, Estate Planning, Asset Managment, Equities, Fixed Income, Hedge Funds, Certified Financial..., Sales, Closed-end Funds, Separately Managed..., Business Transition...
Education
Binghamton University 1999 — 2002
Bachelor of Arts, Economics 2002
Cold Spring Harbor High School
Cold Spring Harbor High School
Men's lacrosse player
Jesse Haller's Compass Financial Group Experience May 2006 - Present
Job Vice President and Financial Planner at Compass Financial Group
Industry Financial Services
Experience
Genesis Financial April 2012 - Present
Dave Ramsey Endorsed Local Provider August 2011 - Present
Compass Financial Group May 2006 - Present
US Army February 2004 - February 2010
Skills
Personal Financial..., Investment Management, Investment Advisory, Estate Planning, Tax Advisory, Term Life Insurance, Health Insurance, Disability Insurance, Long Term Care Insurance, Medicare, Business Planning, Retirement Planning, Strategic Financial..., Investments, Mutual Funds, Financial Planning, Insurance, Quantitative Research, Public Speaking, Event Planning, Strategic Planning, Customer Service
Education
The American College of Financial Services 2014 — 2016
CFP, CLU, CHFC, Financial Planning and Services
South Dakota State University 2004 — 2008
Bachelor of Science (BS), Economics
Genesis Financial April 2012 - Present
Dave Ramsey Endorsed Local Provider August 2011 - Present
Compass Financial Group May 2006 - Present
US Army February 2004 - February 2010
Skills
Personal Financial..., Investment Management, Investment Advisory, Estate Planning, Tax Advisory, Term Life Insurance, Health Insurance, Disability Insurance, Long Term Care Insurance, Medicare, Business Planning, Retirement Planning, Strategic Financial..., Investments, Mutual Funds, Financial Planning, Insurance, Quantitative Research, Public Speaking, Event Planning, Strategic Planning, Customer Service
Education
The American College of Financial Services 2014 — 2016
CFP, CLU, CHFC, Financial Planning and Services
South Dakota State University 2004 — 2008
Bachelor of Science (BS), Economics
Joan Denison Joan Denison's Compass Financial Group Experience August 2002 - October 2004
Job Executive Director at Covenant Place St. Louis, Covenant Place Foundation, Community Housing Management Corporation
Industry Nonprofit Organization Management
Experience
Covenant Place St. Louis March 2011 - Present
Hadassah January 2009 - May 2011
Hadassah, St. Louis Chapter October 2004 - January 2009
Compass Financial Group August 2002 - October 2004
Skills
Fundraising, Video Production, Editing, Motivational Speaking, Non-profits, Selling Skills, Board Development, Philanthropy, Leadership, Prospect Research, Charities, Marketing Communications, Strategic Planning, Budgets, Training, Community Outreach, Public Relations, Public Speaking, Newsletters, Program Management, Social Networking, Non-profit..., Event Planning, Nonprofits, Leadership Development, Annual Giving, Social Media, Non-profit Board..., Program Development, Grant Writing, Volunteer Management, Marketing, Grants, Stewardship, Board Relations, Planned Giving, Community Development, Policy, Major Gift Development, Community Organizing, Fundraisers, Alumni Relations, Donor Recognition, Strategy, Grassroots Organizing, Program Evaluation, Youth Development, Capital Campaigns, Proposal Writing, Event Management
Education
University of Illinois at Urbana-Champaign
BFA, Theatre
Covenant Place St. Louis March 2011 - Present
Hadassah January 2009 - May 2011
Hadassah, St. Louis Chapter October 2004 - January 2009
Compass Financial Group August 2002 - October 2004
Skills
Fundraising, Video Production, Editing, Motivational Speaking, Non-profits, Selling Skills, Board Development, Philanthropy, Leadership, Prospect Research, Charities, Marketing Communications, Strategic Planning, Budgets, Training, Community Outreach, Public Relations, Public Speaking, Newsletters, Program Management, Social Networking, Non-profit..., Event Planning, Nonprofits, Leadership Development, Annual Giving, Social Media, Non-profit Board..., Program Development, Grant Writing, Volunteer Management, Marketing, Grants, Stewardship, Board Relations, Planned Giving, Community Development, Policy, Major Gift Development, Community Organizing, Fundraisers, Alumni Relations, Donor Recognition, Strategy, Grassroots Organizing, Program Evaluation, Youth Development, Capital Campaigns, Proposal Writing, Event Management
Education
University of Illinois at Urbana-Champaign
BFA, Theatre
Lauren King, MBA, CFP® Lauren King, MBA, CFP®'s Compass Financial Group Experience September 2010 - Present
Job Partner at Compass Financial Group
Industry Financial Services
Experience
Compass Financial Group September 2010 - Present
Skills
Financial Modeling, Investments, Portfolio Management, Financial Analysis, Equities, Asset Managment, Competitive Analysis, Strategy, Financial Services, Finance, Market Research, Business Strategy, Marketing, Analytics, Series 7, Series 66, Building Relationships, Passion for Helping...
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2005 — 2007
Master of Business Administration (M.B.A.)
Cornell University 1998 — 2002
Bachelor's Degree, Applied Economics & Management
Half Hollow Hills East 1994 — 1998
High School
Compass Financial Group September 2010 - Present
Skills
Financial Modeling, Investments, Portfolio Management, Financial Analysis, Equities, Asset Managment, Competitive Analysis, Strategy, Financial Services, Finance, Market Research, Business Strategy, Marketing, Analytics, Series 7, Series 66, Building Relationships, Passion for Helping...
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2005 — 2007
Master of Business Administration (M.B.A.)
Cornell University 1998 — 2002
Bachelor's Degree, Applied Economics & Management
Half Hollow Hills East 1994 — 1998
High School
R. Dean Ogelby, RFC R. Dean Ogelby, RFC's Compass Financial Group Experience October 2001 - Present
Job Principal, Compass Financial Group
Industry Financial Services
Experience
Business Network International April 2007 - Present
Compass Financial Group October 2001 - Present
Clark-Mortenson June 1993 - September 2001
Education
Indiana University of Pennsylvania 1970 — 1974
Business Network International April 2007 - Present
Compass Financial Group October 2001 - Present
Clark-Mortenson June 1993 - September 2001
Education
Indiana University of Pennsylvania 1970 — 1974
Stuart J. Pastrich's Compass Financial Group Experience
Job Managing Director at Compass Financial Group
Industry Financial Services
Experience
Compass Financial Group
Skills
Investment Strategies, Strategic Financial..., Small Business, Estate Planning, Financial Planning
Education
Adelphi University - CFP Degree 1985 — 1986
CERTIFIED FINANCIAL PLANNER(TM)
The American College 1979 — 1981
CLU and ChFC, Insurance and Financial Services
University of Maryland College Park 1970 — 1972
Master of Arts (M.A.), Commuications and Business, 4.0
Brooklyn College 1966 — 1970
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Compass Financial Group
Skills
Investment Strategies, Strategic Financial..., Small Business, Estate Planning, Financial Planning
Education
Adelphi University - CFP Degree 1985 — 1986
CERTIFIED FINANCIAL PLANNER(TM)
The American College 1979 — 1981
CLU and ChFC, Insurance and Financial Services
University of Maryland College Park 1970 — 1972
Master of Arts (M.A.), Commuications and Business, 4.0
Brooklyn College 1966 — 1970
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Christina Watson - christina@christinawatson.net Christina Watson - christina@christinawatson.net's Compass Financial Group Experience November 2007 - October 2009
Job Business Coach at Waterfront Fine Homes at Ocean Reef
Industry Professional Training & Coaching
Experience
Waterfront Fine Homes at Ocean Reef September 2011 - Present
Breakthroughs, Inc January 2008 - Present
Compass Financial Group November 2007 - October 2009
First Financial Group November 1997 - January 2006
Smart Business Advisory & Consulting 2006 - 2006
Skills
Wellness coaching, Prosperity Coaching, Life Coaching, Financial Planning, Business Management
Education
Towson University 1982 — 1985
BSc, Business Adminstration
Waterfront Fine Homes at Ocean Reef September 2011 - Present
Breakthroughs, Inc January 2008 - Present
Compass Financial Group November 2007 - October 2009
First Financial Group November 1997 - January 2006
Smart Business Advisory & Consulting 2006 - 2006
Skills
Wellness coaching, Prosperity Coaching, Life Coaching, Financial Planning, Business Management
Education
Towson University 1982 — 1985
BSc, Business Adminstration
Dave Pinos Dave Pinos's Compass Financial Group Experience February 2010 - October 2011
Job Senior Professional Information Security Engineer at US STRATCOM NOC Network Defense
Industry Information Technology and Services
Experience
United States Strategic Command November 2014 - Present
Oenix IT Business Solutions October 2013 - Present
Nebraska Air National Guard (Military) October 2012 - Present
Nebraska Air National Guard (Federal) October 2012 - January 2015
Workplace Technology Center October 2011 - October 2012
South Dakota Air National Guard (Military) May 2006 - October 2012
Compass Financial Group February 2010 - October 2011
Dawson McAllister Live! September 2008 - April 2009
Computadoras y Comunicación November 2002 - May 2004
Skills
Spanish, Network Security, Troubleshooting, Network Administration, Vulnerability Assessment, Disaster Recovery, Microsoft Exchange, Management, Computer Forensics, Cisco IOS, Public Speaking, IPS, IDS, Team Leadership, Active Directory, Computer Security, Information Security, Leadership, Antivirus, Security+, Friendly Personality
Education
Western Governors University 2012 — 2014
M.S. Information Security and Assurance, Information Technology
South Dakota State University 2005 — 2009
B.A., Psychology
United States Strategic Command November 2014 - Present
Oenix IT Business Solutions October 2013 - Present
Nebraska Air National Guard (Military) October 2012 - Present
Nebraska Air National Guard (Federal) October 2012 - January 2015
Workplace Technology Center October 2011 - October 2012
South Dakota Air National Guard (Military) May 2006 - October 2012
Compass Financial Group February 2010 - October 2011
Dawson McAllister Live! September 2008 - April 2009
Computadoras y Comunicación November 2002 - May 2004
Skills
Spanish, Network Security, Troubleshooting, Network Administration, Vulnerability Assessment, Disaster Recovery, Microsoft Exchange, Management, Computer Forensics, Cisco IOS, Public Speaking, IPS, IDS, Team Leadership, Active Directory, Computer Security, Information Security, Leadership, Antivirus, Security+, Friendly Personality
Education
Western Governors University 2012 — 2014
M.S. Information Security and Assurance, Information Technology
South Dakota State University 2005 — 2009
B.A., Psychology
Brian Bradley Brian Bradley's Compass Financial Group Experience January 2006 - January 2011
Job The Greco Planning Group
Industry Financial Services
Experience
Greco Planning Group, SCNB FInancial Services. August 2015 - Present
The Island Financial group March 2009 - December 2011
2006- 2009 March 2007 - December 2011
Compass Financial Group January 2006 - January 2011
Northwestern Mutual January 2001 - January 2006
South Bay Distributing January 1989 - January 2000
The Kirby Company January 1985 - January 1988
Skills
Life Insurance, Investments, 401k, Insurance, Retirement, Deferred Compensation, Finance, Employee Benefits, Disability Insurance, Retirement Planning, Estate Planning, Health Insurance, Fixed Annuities, Sales, Management, Small Business, Financial Planning, Financial Services, Sales Management, Mutual Funds, Strategic Planning, Life Insurance Planning, Defined Benefit, Premium Financing
Education
SUNY Cortland 1981 — 1986
State University of New York College at Cortland 1981 — 1985
Connetquot
Greco Planning Group, SCNB FInancial Services. August 2015 - Present
The Island Financial group March 2009 - December 2011
2006- 2009 March 2007 - December 2011
Compass Financial Group January 2006 - January 2011
Northwestern Mutual January 2001 - January 2006
South Bay Distributing January 1989 - January 2000
The Kirby Company January 1985 - January 1988
Skills
Life Insurance, Investments, 401k, Insurance, Retirement, Deferred Compensation, Finance, Employee Benefits, Disability Insurance, Retirement Planning, Estate Planning, Health Insurance, Fixed Annuities, Sales, Management, Small Business, Financial Planning, Financial Services, Sales Management, Mutual Funds, Strategic Planning, Life Insurance Planning, Defined Benefit, Premium Financing
Education
SUNY Cortland 1981 — 1986
State University of New York College at Cortland 1981 — 1985
Connetquot
Kay Pucket Kay Pucket's Compass Financial Group Experience December 2014 - Present
Job Administrative Assistant at Compass Financial Group
Industry Financial Services
Experience
Compass Financial Group December 2014 - Present
Active Generations March 2014 - November 2014
Tony's Diesel Service 2004 - 2014
Black Hills Corporation September 2013 - December 2013
City of Worthing June 2012 - August 2013
MainStreet Advisors January 2012 - April 2012
NWC Student Development Office September 2010 - December 2011
Blue Bell Stables May 2010 - July 2010
Skills
Microsoft Office, Payroll, Accounts Payable, Microsoft Excel, Customer Service, Accounts Receivable, PowerPoint
Education
Northwestern College 2008 — 2012
Bachelor of Arts Degree, Business Administration; Finance Emphasis
Compass Financial Group December 2014 - Present
Active Generations March 2014 - November 2014
Tony's Diesel Service 2004 - 2014
Black Hills Corporation September 2013 - December 2013
City of Worthing June 2012 - August 2013
MainStreet Advisors January 2012 - April 2012
NWC Student Development Office September 2010 - December 2011
Blue Bell Stables May 2010 - July 2010
Skills
Microsoft Office, Payroll, Accounts Payable, Microsoft Excel, Customer Service, Accounts Receivable, PowerPoint
Education
Northwestern College 2008 — 2012
Bachelor of Arts Degree, Business Administration; Finance Emphasis
Kristin Cooke's Compass Financial Group Experience October 2013 - March 2014
Job Event Coordinator at Black Events and Advertising Inc.
Industry Marketing and Advertising
Experience
Black Events and Advertising Inc. March 2014 - Present
Sioux Falls Christian School September 2014 - Present
Compass Financial Group October 2013 - March 2014
Alpha Center/NAC October 2011 - October 2013
Citizens Memorial Healthcare January 2011 - May 2011
Jack Goodman for U.S. Congress March 2010 - August 2010
Southwest Baptist University May 2008 - August 2010
Skills
Leadership, Editing, Press Releases, Social Media Marketing, Event Planning, Fundraising, PowerPoint, Microsoft Excel, Social Media, Public Speaking, Media Relations, Marketing, Advertising, Marketing Communications, Public Relations, Time Management, Social Networking, Program Management, Blogging, Event Management, Management, Outlook, Facebook, Nonprofits, Community Outreach, Volunteer Management, Grant Writing, Staff Development, Political Campaigns, Sales, Research, WordPress, Creative Writing, Volunteer Recruiting
Education
Southwest Baptist University 2007 — 2011
Bachelor of Science, Political Science and Public Relations, Business concentration
Black Events and Advertising Inc. March 2014 - Present
Sioux Falls Christian School September 2014 - Present
Compass Financial Group October 2013 - March 2014
Alpha Center/NAC October 2011 - October 2013
Citizens Memorial Healthcare January 2011 - May 2011
Jack Goodman for U.S. Congress March 2010 - August 2010
Southwest Baptist University May 2008 - August 2010
Skills
Leadership, Editing, Press Releases, Social Media Marketing, Event Planning, Fundraising, PowerPoint, Microsoft Excel, Social Media, Public Speaking, Media Relations, Marketing, Advertising, Marketing Communications, Public Relations, Time Management, Social Networking, Program Management, Blogging, Event Management, Management, Outlook, Facebook, Nonprofits, Community Outreach, Volunteer Management, Grant Writing, Staff Development, Political Campaigns, Sales, Research, WordPress, Creative Writing, Volunteer Recruiting
Education
Southwest Baptist University 2007 — 2011
Bachelor of Science, Political Science and Public Relations, Business concentration
Laura Frankhouser's Compass Financial Group Experience March 2004 - March 2011
Job Public Relations and Communications Professional
Industry Public Relations and Communications
Experience
The Ohio State University August 2011 - Present
Compass Financial Group March 2004 - March 2011
Education
The Ohio State University
Bachelor of Arts (B.A.), Sociology
The Ohio State University August 2011 - Present
Compass Financial Group March 2004 - March 2011
Education
The Ohio State University
Bachelor of Arts (B.A.), Sociology