Enterprise Capital
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Enterprise Capital Employees
Merrill Lynch March 2012 - Present
Morgan Stanley Wealth Management July 2008 - March 2012
State Farm August 2002 - April 2008
Lincoln Financial Group December 2000 - August 2002
Rowland Family Management November 1996 - November 2000
Hill Design April 1990 - September 1996
Enterprise Capital 1987 - 1990
VanKampen 1984 - 1987
Nuveen Investments 1981 - 1984
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Series 63, IRAs, Multi-generational..., Building Relationships, Estate Planning
Education
Xavier University 2013 — 2016
Bachelor of Arts (BA)
Florida International University 1980 — 1981
Miami International University of Art and Design 1977 — 1979
Associate of Arts (AA)
Schwab Institutional December 2010 - Present
Principal Financial Group December 2006 - August 2010
MassMutual Financial Group May 2005 - December 2006
Essex 2004 - 2005
Enterprise Capital 1997 - 2003
BISYS Fund Services February 1993 - October 1997
Daymon Credit Union 1992 - 1993
Education
University of Dayton 1988 — 1992
Bachelors of Science, Finance/Economics
Franklin Monroe
Enterprise Capital January 1994 - Present
The Universal Comapnies November 1986 - January 1994
Deloitte & Touche et.al. October 1979 - October 1986
Skills
Start-ups, Private Equity, Financial Reporting, Investments, Budgets, Asset Managment, Portfolio Management, Leadership, Finance, Accounting, Management, Analysis
Education
Michigan State University
B.S., Economics, Psychology & Political Science
Michigan State University - The Eli Broad College of Business
MBA, Finance
Bank of the Ozarks October 2005 - Present
Merrill Lynch 2004 - 2005
Enterprise Capital February 1998 - 2004
Enterprise Group of Funds 1998 - 2004
Enterprise Fund Distributors 1998 - 2004
Skills
Mutual Funds, Series 7, Community Development, Business Development, Investments, Banking, Portfolio Management, Leadership, Financial Services, Management, Real Estate, Retirement Planning, Sales
Education
Georgia Banking School 2009 — 2011
Georgia Southern University - College of Business Administration 1994 — 1996
Business, Finance
Coyote Logistics 2009 - Present
Enterprise Fund Distributors, Inc. 2007 - 2008
Enterprise Fund Distributors 2004 - 2008
Enterprise Capital Management 1999 - 2004
Enterprise Capital 1997 - 1999
Dean Witter Reynolds 1996 - 1997
Ultramar Travel Management 1993 - 1996
Skills
Financial Reporting, SEC filings, GAAP, Financial Analysis, Internal Controls, Accounting, Cash Management, FRx, Revenue Recognition, General Ledger, Financial Accounting, Accounting Management, Consolidated Financial..., Variance Analysis, Forecasting, FASB, Monthly Close
Education
State University of New York at New Paltz 1989 — 1993
BS, Accounting
Mass Mutual April 2013 - Present
Transamerica Retirement Services September 2007 - April 2013
John Hancock October 2003 - October 2007
Enterprise Capital November 1997 - October 2003
Enterprise Capital Managment 1997 - October 2003
Enterprise Group of Funds 1997 - 2003
AXA Enterprise 1997 - 2002
Enterprise Capital Management 1997 - 2002
Skills
401k, Mutual Funds, Series 6, Retirement Planning, Retirement, Retirement Plan..., Investments, Asset Allocation, Defined Benefit, Series 63
Education
College of Charleston 1990 — 1997
Bachelor's of Science, Business Administration and Management, General
Wake the Lake Cable Park January 2013 - Present
Masterpiece Mixers Paint and Party Studio February 2008 - Present
Enterprise Capital May 2000 - August 2004
Enterprise Fund Distributors 2000 - 2003
Skills
Acrylic Painting, Public Speaking, Strategic Planning, Coaching, Fundraising, Training, Account Management, Marketing Strategy, Social Media, Team Building, Event Planning, Customer Service
Education
East Tennessee State University 1996 — 1999
Bachelor of Arts, Economics
East Tennessee State University 1996 — 1999
Bachelor of Arts, Foreign Language: French
Janus Capital Group April 2007 - Present
Enterprise Capital July 1994 - April 2007
Enterprise Capital Management 2000 - 2007
AXA Enterprise 2000 - 2007
Enterprise Fund Distributors, Inc. 1994 - 2007
Enterprise Group of Funds 1994 - 2007
Education
University of Georgia
Principal Funds October 2011 - Present
Delaware Investments, a member of the Macquarie Group February 2007 - September 2011
AXA Enterprise November 1998 - February 2007
Enterprise Capital 1998 - 2007
Enterprise Capital Management 1998 - 2007
Invesco Aim November 1995 - November 1998
AIM Investments 1995 - 1998
Education
Baylor University - Hankamer School of Business 1990 — 1994
BBA, Finance
jewel-osco June 2007 - September 2010
84 Lumber 2004 - 2005
Enterprise Capital 2002 - 2003
Skills
Marketing Strategy, Financial Analysis, Market Research, Marketing, Retail, Leadership, Pricing, Merchandising, Program Management, Advertising
Education
Purdue University - Krannert School of Management 2005 — 2007
MBA
University of Illinois at Urbana-Champaign 1998 — 2002
Bachelor of Science, Finance