Compass Financial Partners
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Compass Financial Partners Employees
Employee
Years
Job
Industry
Eric J. Vetack, CPA, CFP®, CRPC® Eric J. Vetack, CPA, CFP®, CRPC®'s Compass Financial Partners Experience January 2015 - Present
Job Wealth Management Advisor
Industry Financial Services
Experience
Compass Financial Partners January 2015 - Present
WellPoint Wealth & Retirement, LLC September 2009 - December 2014
Bank of America Merrill Lynch August 2007 - September 2009
Citigroup, Inc./Smith Barney, Inc August 1992 - August 2007
KPMG US August 1990 - July 1992
Arthur Andersen & Co. LLC June 1988 - July 1990
Skills
CPA, CFP®, CRPC®, Retirement Plan..., Finacial Life Planning, Portfolio Construction, Asset Allocation, Portfolio Risk..., Alternative Investment..., Retirement Accumulation..., Retirement Lifestyle..., 401k Rollover Startegies, NUA Rollover Stategy -..., Insurance Strategies, Long Term Care Solutions, Private Wealth..., Succession Planning, Income & Estate Taxation, Trust & Estate Planning..., Executive Compensation..., Ristricted Stock &..., Control & Restricted..., Hedging & Monetization...
Education
Elon University 1986 — 1998
Bachelor of Science (BS), Accounting, Minor in Mathematics
Compass Financial Partners January 2015 - Present
WellPoint Wealth & Retirement, LLC September 2009 - December 2014
Bank of America Merrill Lynch August 2007 - September 2009
Citigroup, Inc./Smith Barney, Inc August 1992 - August 2007
KPMG US August 1990 - July 1992
Arthur Andersen & Co. LLC June 1988 - July 1990
Skills
CPA, CFP®, CRPC®, Retirement Plan..., Finacial Life Planning, Portfolio Construction, Asset Allocation, Portfolio Risk..., Alternative Investment..., Retirement Accumulation..., Retirement Lifestyle..., 401k Rollover Startegies, NUA Rollover Stategy -..., Insurance Strategies, Long Term Care Solutions, Private Wealth..., Succession Planning, Income & Estate Taxation, Trust & Estate Planning..., Executive Compensation..., Ristricted Stock &..., Control & Restricted..., Hedging & Monetization...
Education
Elon University 1986 — 1998
Bachelor of Science (BS), Accounting, Minor in Mathematics
Matt Vanaman, CFA, CPA Matt Vanaman, CFA, CPA's Compass Financial Partners Experience February 2013 - Present
Job Managing Director, Investment Consulting at Compass Financial Partners, LLC
Industry Financial Services
Experience
Compass Financial Partners February 2013 - Present
PIMCO March 2011 - February 2013
CAPTRUST Financial Advisors December 2006 - March 2011
Local Government Federal Credit Union February 2006 - November 2006
PricewaterhouseCoopers October 2003 - January 2006
Skills
Investments, Asset Managment, Investment Advisory, Asset Allocation, Asset Management, Alternative Investments
Education
University of Delaware - Lerner College of Business and Economics 1999 — 2003
BA, Accounting
Compass Financial Partners February 2013 - Present
PIMCO March 2011 - February 2013
CAPTRUST Financial Advisors December 2006 - March 2011
Local Government Federal Credit Union February 2006 - November 2006
PricewaterhouseCoopers October 2003 - January 2006
Skills
Investments, Asset Managment, Investment Advisory, Asset Allocation, Asset Management, Alternative Investments
Education
University of Delaware - Lerner College of Business and Economics 1999 — 2003
BA, Accounting
Dan Boone CFP® CRPC® CLU® Dan Boone CFP® CRPC® CLU®'s Compass Financial Partners Experience December 2013 - Present
Job Wealth Advisor at Compass Financial Partners
Industry Financial Services
Experience
Compass Financial Partners December 2013 - Present
Lincoln Financial Securities July 1992 - December 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Appalachian State University
Compass Financial Partners December 2013 - Present
Lincoln Financial Securities July 1992 - December 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Appalachian State University
Diane Parmele Diane Parmele's Compass Financial Partners Experience January 2006 - August 2006
Job CRPC®, AAMS®, Director of Client Operations at HMC Partners
Industry Financial Services
Experience
HMC Partners February 2010 - Present
Wells Fargo Advisors LLC August 2006 - July 2009
Compass Financial Partners January 2006 - August 2006
Morgan Stanley August 1985 - December 2005
J.C. Bradford & Co. February 1981 - August 1985
Skills
Sales, Series 7, Chartered Retirement..., North Carolina Life &..., Notary Public, North..., Accredited Asset...
Education
Middle Tennessee State University 1977 — 1980
BBA, Marketing
HMC Partners February 2010 - Present
Wells Fargo Advisors LLC August 2006 - July 2009
Compass Financial Partners January 2006 - August 2006
Morgan Stanley August 1985 - December 2005
J.C. Bradford & Co. February 1981 - August 1985
Skills
Sales, Series 7, Chartered Retirement..., North Carolina Life &..., Notary Public, North..., Accredited Asset...
Education
Middle Tennessee State University 1977 — 1980
BBA, Marketing
Jessica (Scarborough) Hatley Jessica (Scarborough) Hatley's Compass Financial Partners Experience August 2013 - Present
Job Client Relations & Marketing Manager at Compass Financial Partners
Industry Financial Services
Experience
Compass Financial Partners August 2013 - Present
The Courier-Tribune (Stephens Media, LLC) June 2012 - July 2013
The Courier-Tribune (Stephens Media, LLC) April 2012 - June 2012
Clear Channel Radio September 2011 - May 2012
Clear Channel Radio January 2011 - May 2011
Skills
Advertising, Marketing Communications, Online Marketing, Blogging, Public Relations, Marketing, Social Media, Social Media Marketing, Event Planning, Customer Service, Strategic Public..., Press Releases, Microsoft Office, Online Advertising, Account Management, Copywriting, Radio, Facebook, Video, Long-term Customer..., Interpersonal..., Sales, Cold Calling, SEO, Target Audience, ROIs, Increasing ROI, Proposal Generation, HTML, Marketing Strategy, Strategic Communications, Management, Social Networking, Email Marketing, Newspapers, Media Relations, Advertising Sales, Integrated Marketing
Education
University of North Carolina at Greensboro 2007 — 2011
Bachelor of Arts, Communication Studies
North Davidson Senior High School 2003 — 2007
Diploma
Compass Financial Partners August 2013 - Present
The Courier-Tribune (Stephens Media, LLC) June 2012 - July 2013
The Courier-Tribune (Stephens Media, LLC) April 2012 - June 2012
Clear Channel Radio September 2011 - May 2012
Clear Channel Radio January 2011 - May 2011
Skills
Advertising, Marketing Communications, Online Marketing, Blogging, Public Relations, Marketing, Social Media, Social Media Marketing, Event Planning, Customer Service, Strategic Public..., Press Releases, Microsoft Office, Online Advertising, Account Management, Copywriting, Radio, Facebook, Video, Long-term Customer..., Interpersonal..., Sales, Cold Calling, SEO, Target Audience, ROIs, Increasing ROI, Proposal Generation, HTML, Marketing Strategy, Strategic Communications, Management, Social Networking, Email Marketing, Newspapers, Media Relations, Advertising Sales, Integrated Marketing
Education
University of North Carolina at Greensboro 2007 — 2011
Bachelor of Arts, Communication Studies
North Davidson Senior High School 2003 — 2007
Diploma
Stephen D. Sexton, CFP®, AWMA®, CRPC® Stephen D. Sexton, CFP®, AWMA®, CRPC®'s Compass Financial Partners Experience April 2009 - Present
Job Wealth Advisor at Compass Financial Partners LLC
Industry Financial Services
Experience
Compass Financial Partners April 2009 - Present
Pilot Financial Advisors 1993 - 2008
Skills
Portfolio Management, Series 7, Series 24, Series 65, Retirement Planning, Investment Advisory, Secutities, Investment Management, Stock Options, Wealth Management, Financial Advisory, Investments, Strategic Financial..., Securities, Financial Services
Education
University of North Carolina at Greensboro 1988 — 1993
BA, Communications and Political Science
University of North Carolina at Greensboro 1987 — 1992
Compass Financial Partners April 2009 - Present
Pilot Financial Advisors 1993 - 2008
Skills
Portfolio Management, Series 7, Series 24, Series 65, Retirement Planning, Investment Advisory, Secutities, Investment Management, Stock Options, Wealth Management, Financial Advisory, Investments, Strategic Financial..., Securities, Financial Services
Education
University of North Carolina at Greensboro 1988 — 1993
BA, Communications and Political Science
University of North Carolina at Greensboro 1987 — 1992
Andrew Bray, CFA®, CFP® Andrew Bray, CFA®, CFP®'s Compass Financial Partners Experience May 2010 - Present
Job Investment Portfolio & Wealth Management Assistant at Compass Financial Partners
Industry Financial Services
Experience
Compass Financial Partners May 2010 - Present
Bistreich & Associates - Ameriprise Financial Services August 2008 - April 2010
Petrik & Associates - Ameriprise Financial Services April 2007 - August 2008
The Bulfinch Companies, Inc. October 2005 - April 2007
Skills
Certified Financial..., Wealth Management, Independent Financial..., Retirement Planning, Investments, Protection..., Due Diligence, Market Research
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2007
Master of Science (MS), Financial Planning
Bentley College 2002 — 2006
Bachelor of Science (BS), Accounting
University College Dublin 2005 — 2005
Compass Financial Partners May 2010 - Present
Bistreich & Associates - Ameriprise Financial Services August 2008 - April 2010
Petrik & Associates - Ameriprise Financial Services April 2007 - August 2008
The Bulfinch Companies, Inc. October 2005 - April 2007
Skills
Certified Financial..., Wealth Management, Independent Financial..., Retirement Planning, Investments, Protection..., Due Diligence, Market Research
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2007
Master of Science (MS), Financial Planning
Bentley College 2002 — 2006
Bachelor of Science (BS), Accounting
University College Dublin 2005 — 2005
Jake Connors, AIF® Jake Connors, AIF®'s Compass Financial Partners Experience October 2014 - Present
Job Institutional Retirement Plan Consultant
Industry Financial Services
Experience
Compass Financial Partners October 2014 - Present
Me Fine Foundation, Inc. January 2013 - Present
CAPTRUST February 2008 - September 2014
Ameriprise Financial Services, Inc. 2003 - January 2008
Skills
Retirement Planning, Retirement, 401k, 403 b, Pensions, Non-Qualified Deferred..., Investments, Defined Contribution, Defined Benefit, ERISA, Investment Policy..., Fiduciary Services, Fiduciary Training, Public Speaking
Education
Appalachian State University 1998 — 2002
Bachelor of Science (BS), Finance
Compass Financial Partners October 2014 - Present
Me Fine Foundation, Inc. January 2013 - Present
CAPTRUST February 2008 - September 2014
Ameriprise Financial Services, Inc. 2003 - January 2008
Skills
Retirement Planning, Retirement, 401k, 403 b, Pensions, Non-Qualified Deferred..., Investments, Defined Contribution, Defined Benefit, ERISA, Investment Policy..., Fiduciary Services, Fiduciary Training, Public Speaking
Education
Appalachian State University 1998 — 2002
Bachelor of Science (BS), Finance
David Raus David Raus's Compass Financial Partners Experience July 2015 - Present
Job Associate Director, Institutional Marketing
Industry Financial Services
Experience
Compass Financial Partners July 2015 - Present
Weiser Center for Emerging Democracies May 2015 - June 2015
YMCA February 2015 - May 2015
Boys & Girls Clubs of America June 2014 - December 2014
Binaries July 2011 - September 2013
Raymond James Financial Inc. August 2010 - March 2011
ARAMARK May 2010 - September 2010
Skills
Customer Service, Dell Computers, Financial Analysis, HTML, Event Planning, Team Leadership, Sales, Economics, Public Speaking, Research, Social Media, Marketing, Leadership, Time Management, Microsoft Office, Finance, Teamwork, Management, Microsoft Excel, Italian, Spanish
Education
University of North Carolina at Wilmington 2013 — 2015
Master of Business Administration (M.B.A.), International Finance
University of Valencia 2013 — 2015
International Master of Business Administration, International Business
University of North Carolina at Wilmington 2009 — 2013
B.S.B.A., Dual Concentration: Finance; Economics
University of Alabama 2008 — 2009
Compass Financial Partners July 2015 - Present
Weiser Center for Emerging Democracies May 2015 - June 2015
YMCA February 2015 - May 2015
Boys & Girls Clubs of America June 2014 - December 2014
Binaries July 2011 - September 2013
Raymond James Financial Inc. August 2010 - March 2011
ARAMARK May 2010 - September 2010
Skills
Customer Service, Dell Computers, Financial Analysis, HTML, Event Planning, Team Leadership, Sales, Economics, Public Speaking, Research, Social Media, Marketing, Leadership, Time Management, Microsoft Office, Finance, Teamwork, Management, Microsoft Excel, Italian, Spanish
Education
University of North Carolina at Wilmington 2013 — 2015
Master of Business Administration (M.B.A.), International Finance
University of Valencia 2013 — 2015
International Master of Business Administration, International Business
University of North Carolina at Wilmington 2009 — 2013
B.S.B.A., Dual Concentration: Finance; Economics
University of Alabama 2008 — 2009
Jim McPartland Jim McPartland's Compass Financial Partners Experience 1981 - Present
Job Financial Strategist*/Life Specialist at Compass Financial Partners
Industry Financial Services
Experience
Greater Cedar Rapids Open 1998 - Present
Compass Financial Partners 1981 - Present
Kansas City Life Insurance Company 1981 - Present
Skills
Strategic Financial..., Insurance, Finance, Training, Strategy, Strategic Planning, Disability Insurance, Life Insurance, Financial Services, Securities
Education
The American College 1981 — 1991
CLU, ChFC, Financial Services
University of Iowa 1976 — 1979
Business, Marketing
Regis 75
Regis 75
Greater Cedar Rapids Open 1998 - Present
Compass Financial Partners 1981 - Present
Kansas City Life Insurance Company 1981 - Present
Skills
Strategic Financial..., Insurance, Finance, Training, Strategy, Strategic Planning, Disability Insurance, Life Insurance, Financial Services, Securities
Education
The American College 1981 — 1991
CLU, ChFC, Financial Services
University of Iowa 1976 — 1979
Business, Marketing
Regis 75
Regis 75
Bob Payne, CLTC's Compass Financial Partners Experience 2002 - Present
Job Compass Financial Partners
Industry Insurance
Experience
Compass Financial Partners / TrueNorth Companies October 2002 - Present
Compass Financial Partners 2002 - Present
Skills
Financial Services, Securities, Life Insurance, Employee Benefits
Education
University of Iowa 1967 — 1971
BA, Journalism
Compass Financial Partners / TrueNorth Companies October 2002 - Present
Compass Financial Partners 2002 - Present
Skills
Financial Services, Securities, Life Insurance, Employee Benefits
Education
University of Iowa 1967 — 1971
BA, Journalism
Renee Sorrell's Compass Financial Partners Experience September 2010 - August 2013
Job Vice President, Practice Manager at DWM Advisors, LLC
Industry Financial Services
Experience
DWM Advisors, LLC August 2013 - Present
Compass Financial Partners September 2010 - August 2013
Tri Pillar Investments June 2010 - October 2010
Credit Suisse July 2008 - February 2010
Argent Funds Group January 2000 - July 2008
Education
University of North Carolina at Greensboro 1998 — 2000
Master Degree, History
University of North Carolina at Chapel Hill 1993 — 1996
History, Political Science
DWM Advisors, LLC August 2013 - Present
Compass Financial Partners September 2010 - August 2013
Tri Pillar Investments June 2010 - October 2010
Credit Suisse July 2008 - February 2010
Argent Funds Group January 2000 - July 2008
Education
University of North Carolina at Greensboro 1998 — 2000
Master Degree, History
University of North Carolina at Chapel Hill 1993 — 1996
History, Political Science
Wade Ross's Compass Financial Partners Experience October 2004 - February 2009
Job Branch Manager at Brendan Ross Mitigation
Industry Legal Services
Experience
Brendan Ross Mitigation May 2009 - Present
Compass Financial Partners October 2004 - February 2009
Education
Texas State University 2003 — 2004
Master of Business Administration (M.B.A.), 3.8
Texas State University 1999 — 2002
Bachelor's Degree, Marketing/Marketing Management, General
Brendan Ross Mitigation May 2009 - Present
Compass Financial Partners October 2004 - February 2009
Education
Texas State University 2003 — 2004
Master of Business Administration (M.B.A.), 3.8
Texas State University 1999 — 2002
Bachelor's Degree, Marketing/Marketing Management, General