Exencial Wealth Advisors
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Exencial Wealth Advisors Employees
Employee
Years
Job
Industry
Dave Totah Dave Totah's Exencial Wealth Advisors Experience March 2014 - Present
Job Associate Wealth Advisor at Exencial Wealth Advisors
Industry Financial Services
Experience
Exencial Wealth Advisors March 2014 - Present
AT&T July 1987 - December 2012
Skills
Public Speaking, Finance, Leadership, Microsoft Excel, Customer Service, Strategic Planning, Teamwork, Research, Outlook, Management, English, Photoshop, HTML, Microsoft Office, PowerPoint, Microsoft Word, Insurance, Budgets
Education
Southern Methodist University 2012 — 2013
Certificate Program in Financial Planning
West Texas A&M University 1979 — 1984
Master of Business Administration (MBA), Business Administration and Management, General
West Texas A&M University 1978 — 1982
Bachelor’s Degree, Accounting
Exencial Wealth Advisors March 2014 - Present
AT&T July 1987 - December 2012
Skills
Public Speaking, Finance, Leadership, Microsoft Excel, Customer Service, Strategic Planning, Teamwork, Research, Outlook, Management, English, Photoshop, HTML, Microsoft Office, PowerPoint, Microsoft Word, Insurance, Budgets
Education
Southern Methodist University 2012 — 2013
Certificate Program in Financial Planning
West Texas A&M University 1979 — 1984
Master of Business Administration (MBA), Business Administration and Management, General
West Texas A&M University 1978 — 1982
Bachelor’s Degree, Accounting
Monica Sipes, CFP® Monica Sipes, CFP®'s Exencial Wealth Advisors Experience April 2015 - Present
Job Associate Wealth Advisor at Exencial Wealth Advisors
Industry Financial Services
Experience
Exencial Wealth Advisors April 2015 - Present
ACT Wealth Management, LLC April 2014 - April 2015
UBS January 2013 - April 2014
Fidelity Investments August 2009 - May 2012
Education
University of Texas at Dallas - Naveen Jindal School of Management 2005 — 2009
BBS, Business Administration
Kaplan University 2011 — 2012
Certificate in Financial Planning
Dallas Baptist University
Exencial Wealth Advisors April 2015 - Present
ACT Wealth Management, LLC April 2014 - April 2015
UBS January 2013 - April 2014
Fidelity Investments August 2009 - May 2012
Education
University of Texas at Dallas - Naveen Jindal School of Management 2005 — 2009
BBS, Business Administration
Kaplan University 2011 — 2012
Certificate in Financial Planning
Dallas Baptist University
Bob Knode, CFP®, EA Bob Knode, CFP®, EA's Exencial Wealth Advisors Experience April 2015 - Present
Job Exencial Wealth Advisors
Industry Financial Services
Experience
Exencial Wealth Advisors April 2015 - Present
Weaver June 2012 - March 2015
Tannery and Company Wealth Management July 2011 - June 2012
Avondale Wealth Managment October 2010 - April 2011
The Ayco Company, L.P., A Goldman Sachs Firm January 2005 - April 2010
Millennium Brokerage Group, LLC June 2003 - December 2004
Skills
Comprehensive Wealth..., Outstanding Client..., High Net Worth..., Investment planning, Retirement Planning, Employee Benefit..., Insurance Planning, Tax Preparation, Strategic Financial..., Wealth Management, Wealth Management..., Retirement, Financial Planners, Finance, Investments, Estate Planning, Employee Benefits, Financial Services, Wealth, Investment Advisory, Insurance, Asset Allocation, Financial Advisory
Education
Texas Tech University 2000 — 2004
Bachelor of Science, Personal Financial Planning
LHS
Exencial Wealth Advisors April 2015 - Present
Weaver June 2012 - March 2015
Tannery and Company Wealth Management July 2011 - June 2012
Avondale Wealth Managment October 2010 - April 2011
The Ayco Company, L.P., A Goldman Sachs Firm January 2005 - April 2010
Millennium Brokerage Group, LLC June 2003 - December 2004
Skills
Comprehensive Wealth..., Outstanding Client..., High Net Worth..., Investment planning, Retirement Planning, Employee Benefit..., Insurance Planning, Tax Preparation, Strategic Financial..., Wealth Management, Wealth Management..., Retirement, Financial Planners, Finance, Investments, Estate Planning, Employee Benefits, Financial Services, Wealth, Investment Advisory, Insurance, Asset Allocation, Financial Advisory
Education
Texas Tech University 2000 — 2004
Bachelor of Science, Personal Financial Planning
LHS
Jacob Timmer Jacob Timmer's Exencial Wealth Advisors Experience July 2015 - Present
Job Associate Advisor at Exencial Wealth Advisors
Industry Financial Services
Experience
Exencial Wealth Advisors July 2015 - Present
AT&T September 2014 - September 2014
Exencial Wealth Advisors July 2014 - August 2014
LEVELTWO September 2013 - December 2013
Saint Louis University June 2011 - May 2013
Saint Louis University August 2011 - April 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Teamwork, English, Statistics, Data Analysis, Windows, Customer Service, Time Management, Social Media, Genetics
Education
Southern Methodist University - Cox School of Business 2014 — 2015
Masters of Science in Finance, Finance and Financial Management Services
Saint Louis University 2009 — 2013
Bachelor of Science (B.S.), Biology (Ecology, Evolutionary, Organismal)
Chicago Board of Options Exchange - The Options Institue 2013 — 2013
Investing and Trading for College Students
Jesuit College Preparatory School of Dallas 2005 — 2009
Exencial Wealth Advisors July 2015 - Present
AT&T September 2014 - September 2014
Exencial Wealth Advisors July 2014 - August 2014
LEVELTWO September 2013 - December 2013
Saint Louis University June 2011 - May 2013
Saint Louis University August 2011 - April 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Teamwork, English, Statistics, Data Analysis, Windows, Customer Service, Time Management, Social Media, Genetics
Education
Southern Methodist University - Cox School of Business 2014 — 2015
Masters of Science in Finance, Finance and Financial Management Services
Saint Louis University 2009 — 2013
Bachelor of Science (B.S.), Biology (Ecology, Evolutionary, Organismal)
Chicago Board of Options Exchange - The Options Institue 2013 — 2013
Investing and Trading for College Students
Jesuit College Preparatory School of Dallas 2005 — 2009
Shelby Aughtry Shelby Aughtry's Exencial Wealth Advisors Experience July 2012 - January 2015
Job Architectural Intern at Pascal Aughtry & Associates
Industry Higher Education
Experience
Pascal Aughtry & Associates May 2014 - Present
Exencial Wealth Advisors July 2012 - January 2015
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Access, Fundraising, Outlook, Coaching, Management, Facebook, Networking, Social Media, Photoshop, Cpr Certified, First Aid, AutoCAD, Minitab, SketchUp, Revit, AutoCAD Architecture, US Sailing Level 3..., Lumion, iRebal
Education
University of Oklahoma 2013 — 2016
Bachelor of Architecture (B.Arch.), Architecture, Interior Design
University of Oklahoma 2007 — 2011
Bachelor of Business Administration, Finance
Pascal Aughtry & Associates May 2014 - Present
Exencial Wealth Advisors July 2012 - January 2015
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Access, Fundraising, Outlook, Coaching, Management, Facebook, Networking, Social Media, Photoshop, Cpr Certified, First Aid, AutoCAD, Minitab, SketchUp, Revit, AutoCAD Architecture, US Sailing Level 3..., Lumion, iRebal
Education
University of Oklahoma 2013 — 2016
Bachelor of Architecture (B.Arch.), Architecture, Interior Design
University of Oklahoma 2007 — 2011
Bachelor of Business Administration, Finance
Jonalle / Candy Graham Jonalle / Candy Graham's Exencial Wealth Advisors Experience February 2015 - June 2015
Job AdminExecutive professional.
Industry Executive Office
Experience
Exencial Wealth Advisors February 2015 - June 2015
Sky's the limit beauty/Candy Graham January 2012 - February 2015
MENTE Group, LLC November 2014 - December 2014
D James Race Internal Medicine June 2014 - October 2014
Total Senio Ear Care November 2013 - February 2014
Gentiva Health Services August 2011 - November 2013
Skills
Cosmetics, Makeup Artistry, Executive..., Assisting Executives, Medicaid, Medical Billing, Customer Service, Multi Tasking, Administrative..., Office Administration, Executive Support, Switchboard Operator, Fax, Appointment Scheduling, Receptionist Duties, Office Equipment, Telephone Skills, Confidentiality, Multi-line Phone, 10 Key, Data Entry, Filing, File Management, Spreadsheets, Invoicing, Travel Arrangements, Clerical Skills, Phone Etiquette, Medical Records, HIPAA, Administration, Schedules, Clerical Work, Dependable Team Player, Executive Level..., Meeting Planning, Telephone Reception, Medical Coding, Cashiering, Calendaring, Highly detail oriented, Expense Reports, Copying, Outlook, Accounts Payable, Internet Explorer, Organization, Wordperfect, Microsoft Office 2007, Administrative Work
Education
Bacone College 2005 — 2007
N/A, General Studies
Exencial Wealth Advisors February 2015 - June 2015
Sky's the limit beauty/Candy Graham January 2012 - February 2015
MENTE Group, LLC November 2014 - December 2014
D James Race Internal Medicine June 2014 - October 2014
Total Senio Ear Care November 2013 - February 2014
Gentiva Health Services August 2011 - November 2013
Skills
Cosmetics, Makeup Artistry, Executive..., Assisting Executives, Medicaid, Medical Billing, Customer Service, Multi Tasking, Administrative..., Office Administration, Executive Support, Switchboard Operator, Fax, Appointment Scheduling, Receptionist Duties, Office Equipment, Telephone Skills, Confidentiality, Multi-line Phone, 10 Key, Data Entry, Filing, File Management, Spreadsheets, Invoicing, Travel Arrangements, Clerical Skills, Phone Etiquette, Medical Records, HIPAA, Administration, Schedules, Clerical Work, Dependable Team Player, Executive Level..., Meeting Planning, Telephone Reception, Medical Coding, Cashiering, Calendaring, Highly detail oriented, Expense Reports, Copying, Outlook, Accounts Payable, Internet Explorer, Organization, Wordperfect, Microsoft Office 2007, Administrative Work
Education
Bacone College 2005 — 2007
N/A, General Studies
Kelsey Copeland (Estabrook) Kelsey Copeland (Estabrook)'s Exencial Wealth Advisors Experience June 2012 - October 2013
Job Oil & Energy Professional
Industry Oil & Energy
Experience
KAT Industries December 2014 - Present
Halliburton June 2014 - November 2014
Exencial Wealth Advisors June 2012 - October 2013
Freeman's Landscaping and Lawn June 2011 - January 2013
Mustang Fuel Corp. 2013 - 2013
CORIX Group of Companies November 2009 - July 2010
ABBTECH 2007 - October 2009
Education
Oklahoma Christian University 2010 — 2014
Bachelor's degree, Mechanical Engineering
KAT Industries December 2014 - Present
Halliburton June 2014 - November 2014
Exencial Wealth Advisors June 2012 - October 2013
Freeman's Landscaping and Lawn June 2011 - January 2013
Mustang Fuel Corp. 2013 - 2013
CORIX Group of Companies November 2009 - July 2010
ABBTECH 2007 - October 2009
Education
Oklahoma Christian University 2010 — 2014
Bachelor's degree, Mechanical Engineering
Devon Triebold Devon Triebold's Exencial Wealth Advisors Experience June 2015 - Present
Job InternInvestment Team at Exencial Wealth Advisors
Industry International Trade and Development
Experience
Exencial Wealth Advisors June 2015 - Present
Student Learning Center, University of Oklahoma August 2013 - Present
Barnes & Noble May 2014 - November 2014
Center for the Creation of Economic Wealth January 2014 - May 2014
Skills
Japanese, Microsoft Office, Customer Service, Organization, Microsoft Excel, Research, Social Media, Event Planning
Education
University of Oklahoma 2011 — 2015
Bachelor of Business Administration (BBA), International Business; Economics, Senior
Ritsumeikan University 2013 — 2013
Japanese, Sophomore
Exencial Wealth Advisors June 2015 - Present
Student Learning Center, University of Oklahoma August 2013 - Present
Barnes & Noble May 2014 - November 2014
Center for the Creation of Economic Wealth January 2014 - May 2014
Skills
Japanese, Microsoft Office, Customer Service, Organization, Microsoft Excel, Research, Social Media, Event Planning
Education
University of Oklahoma 2011 — 2015
Bachelor of Business Administration (BBA), International Business; Economics, Senior
Ritsumeikan University 2013 — 2013
Japanese, Sophomore
David Yepez, MBA David Yepez, MBA's Exencial Wealth Advisors Experience November 2014 - Present
Job Investment Analyst at Exencial Wealth Advisors
Industry Mechanical or Industrial Engineering
Experience
Exencial Wealth Advisors November 2014 - Present
Asset Servicing Group February 2014 - September 2014
Lawter & Associates, PLLC April 2013 - February 2014
Reliable Motors August 2011 - September 2012
David Yepez March 2008 - May 2011
Jan-Pro Cleaning Systems July 2006 - January 2008
Skills
New Business Development, Microsoft Office, Management, Public Speaking, Finance, Portfolio Management, Spanish, Analysis, Microsoft Excel, Research, Negotiation
Education
Southwestern Oklahoma State University 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General, 3.60 GPA
University of Oklahoma 2002 — 2006
B.S, Mechanical Engineer
Exencial Wealth Advisors November 2014 - Present
Asset Servicing Group February 2014 - September 2014
Lawter & Associates, PLLC April 2013 - February 2014
Reliable Motors August 2011 - September 2012
David Yepez March 2008 - May 2011
Jan-Pro Cleaning Systems July 2006 - January 2008
Skills
New Business Development, Microsoft Office, Management, Public Speaking, Finance, Portfolio Management, Spanish, Analysis, Microsoft Excel, Research, Negotiation
Education
Southwestern Oklahoma State University 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General, 3.60 GPA
University of Oklahoma 2002 — 2006
B.S, Mechanical Engineer
Philip Ross, CPA Philip Ross, CPA's Exencial Wealth Advisors Experience August 2012 - Present
Job Financial Advisor at Exencial Wealth Advisors
Industry Financial Services
Experience
Exencial Wealth Advisors August 2012 - Present
KPMG January 2010 - August 2012
Education
University of Oklahoma 2008 — 2009
Master of Accountancy, Accounting
University of Oklahoma - Price College of Business 2006 — 2009
B/Macc, Accounting/Finance/Entrepeneurship
Exencial Wealth Advisors August 2012 - Present
KPMG January 2010 - August 2012
Education
University of Oklahoma 2008 — 2009
Master of Accountancy, Accounting
University of Oklahoma - Price College of Business 2006 — 2009
B/Macc, Accounting/Finance/Entrepeneurship
Sarah Tillotson Sarah Tillotson's Exencial Wealth Advisors Experience August 2013 - November 2014
Job Route Logistics Analyst at PepsiCo
Industry Logistics and Supply Chain
Experience
PepsiCo November 2014 - Present
Exencial Wealth Advisors August 2013 - November 2014
Exencial Wealth Advisors August 2012 - August 2013
National Panhellenic Council December 2010 - December 2012
Delta Zeta Sorority - Epsilon Upsilon Chapter August 2009 - December 2012
Skills
PowerPoint, Microsoft Excel, Supply Chain Management, Logistics, Microsoft Office, Leadership, Fundraising, Operations Management, Microsoft Word, Customer Service, Teamwork, Training, Client Relations Skills, Public Speaking, Event Planning
Education
University of Central Oklahoma 2009 — 2013
Bachelor of Business Administration (BBA), Operations and Supply Chain Management
University of Central Oklahoma
PepsiCo November 2014 - Present
Exencial Wealth Advisors August 2013 - November 2014
Exencial Wealth Advisors August 2012 - August 2013
National Panhellenic Council December 2010 - December 2012
Delta Zeta Sorority - Epsilon Upsilon Chapter August 2009 - December 2012
Skills
PowerPoint, Microsoft Excel, Supply Chain Management, Logistics, Microsoft Office, Leadership, Fundraising, Operations Management, Microsoft Word, Customer Service, Teamwork, Training, Client Relations Skills, Public Speaking, Event Planning
Education
University of Central Oklahoma 2009 — 2013
Bachelor of Business Administration (BBA), Operations and Supply Chain Management
University of Central Oklahoma
Audrey Quick Audrey Quick's Exencial Wealth Advisors Experience December 2014 - April 2015
Job Senior Tax Manager at Ahuja & Clark, PLLC
Industry Accounting
Experience
Ahuja & Clark, PLLC May 2015 - Present
Exencial Wealth Advisors December 2014 - April 2015
Chapman, Hext & Co., P.C. May 2014 - November 2014
Jeramy Smith, CPA, PLLC November 2011 - May 2014
Kleinhans, Lashbrook & Butler PLLC December 2006 - July 2011
R & A CPAs December 2003 - December 2006
Peachin & Peto, CPAs January 2002 - December 2003
Duskin & Duskin CPAs May 2000 - January 2002
AT&T December 1998 - March 2000
Skills
Tax, Accounting, Tax Research, Tax Accounting, Income Tax, Tax Returns, Sales Tax, ProSystem fx Tax, Use Tax, Payroll Taxes, Corporate Tax, GAAP, General Ledger, S Corporations, Revenue Recognition, Accounts Receivable, Variance Analysis, Accounting Applications, Journal Entries, Depreciation, IRS, Invoicing, External Audit, Partnership Taxation, Accruals
Education
Arizona State University 1989 — 1994
MBA, Accounting
Loyola University of Chicago
Bachelor of Science (BS)
Ahuja & Clark, PLLC May 2015 - Present
Exencial Wealth Advisors December 2014 - April 2015
Chapman, Hext & Co., P.C. May 2014 - November 2014
Jeramy Smith, CPA, PLLC November 2011 - May 2014
Kleinhans, Lashbrook & Butler PLLC December 2006 - July 2011
R & A CPAs December 2003 - December 2006
Peachin & Peto, CPAs January 2002 - December 2003
Duskin & Duskin CPAs May 2000 - January 2002
AT&T December 1998 - March 2000
Skills
Tax, Accounting, Tax Research, Tax Accounting, Income Tax, Tax Returns, Sales Tax, ProSystem fx Tax, Use Tax, Payroll Taxes, Corporate Tax, GAAP, General Ledger, S Corporations, Revenue Recognition, Accounts Receivable, Variance Analysis, Accounting Applications, Journal Entries, Depreciation, IRS, Invoicing, External Audit, Partnership Taxation, Accruals
Education
Arizona State University 1989 — 1994
MBA, Accounting
Loyola University of Chicago
Bachelor of Science (BS)
Dalton Kern Dalton Kern's Exencial Wealth Advisors Experience August 2014 - Present
Job Investment Research Intern at Exencial Wealth Advisors
Industry Investment Banking
Experience
Exencial Wealth Advisors August 2014 - Present
Capital Blue Cross May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Analytical Skills, Strategic Planning, Mandarin, Chinese, Operational Planning, Process Improvement, Value Stream Mapping, Customer Service..., Speech Analytics, Lean Operations, Business Intelligence, Quality Management, Change Management, Data Analysis, Research, Teamwork, Economics, Public Speaking, Social Media, Writing, Leadership Development, Microsoft Office, English, Finance
Education
University of Oklahoma 2012 — 2016
BBA, BA, Finance, Chinese
Peking University 2014 — 2014
General Visiting Student, School of Chinese as a Second Language
Cumberland Valley High School 2008 — 2012
Exencial Wealth Advisors August 2014 - Present
Capital Blue Cross May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Analytical Skills, Strategic Planning, Mandarin, Chinese, Operational Planning, Process Improvement, Value Stream Mapping, Customer Service..., Speech Analytics, Lean Operations, Business Intelligence, Quality Management, Change Management, Data Analysis, Research, Teamwork, Economics, Public Speaking, Social Media, Writing, Leadership Development, Microsoft Office, English, Finance
Education
University of Oklahoma 2012 — 2016
BBA, BA, Finance, Chinese
Peking University 2014 — 2014
General Visiting Student, School of Chinese as a Second Language
Cumberland Valley High School 2008 — 2012
Jake Burns's Exencial Wealth Advisors Experience May 2011 - August 2011
Job Associate Broker at Structure Commercial
Industry Commercial Real Estate
Experience
TracyLocke June 2012 - August 2012
Exencial Wealth Advisors May 2011 - August 2011
Synovate June 2010 - August 2010
Skills
Social Networking
Education
Tulane University 2009 — 2013
Bachelor of Arts (B.A.), History
Tulane University - A.B. Freeman School of Business 2009 — 2013
Bachelor of Science (B.S.), Legal Studies in Business
DIKEMES, International Center for Hellenic and Mediterranean Studies 2012 — 2012
International Relations and Affairs
TracyLocke June 2012 - August 2012
Exencial Wealth Advisors May 2011 - August 2011
Synovate June 2010 - August 2010
Skills
Social Networking
Education
Tulane University 2009 — 2013
Bachelor of Arts (B.A.), History
Tulane University - A.B. Freeman School of Business 2009 — 2013
Bachelor of Science (B.S.), Legal Studies in Business
DIKEMES, International Center for Hellenic and Mediterranean Studies 2012 — 2012
International Relations and Affairs
John Burns, CFP® John Burns, CFP®'s Exencial Wealth Advisors Experience 2011 - Present
Job CoCEO at Exencial Wealth Advisors
Industry Investment Management
Experience
Exencial Wealth Advisors 2011 - Present
Burns Advisory Group January 1996 - 2012
Education
University of Oklahoma 1982 — 1986
B.S., Business Administration
Exencial Wealth Advisors 2011 - Present
Burns Advisory Group January 1996 - 2012
Education
University of Oklahoma 1982 — 1986
B.S., Business Administration
Joseph Fallon's Exencial Wealth Advisors Experience May 2013 - August 2013
Job Trader at Merus Capital Partners, LLC
Industry Financial Services
Experience
Merus Capital Partners, LLC May 2014 - Present
Hesburgh Library August 2011 - Present
Exencial Wealth Advisors May 2013 - August 2013
Boys and Girls Clubs of America June 2011 - August 2011
Huhtamaki May 2010 - August 2010
Skills
Statistics, Economics, Quantitative Finance, Financial Modeling, Data Analysis, PowerPoint, Options, Bloomberg, Finance, Teamwork
Education
University of Notre Dame 2013 — 2014
Master's degree, M.S Applied and Computational Mathematics and Statistics- specialization in Computational Finance
University of Notre Dame 2009 — 2013
Bachelor of Science (BS), Mathematics
College Year in Athens 2012 — 2012
Study Abroad, Classics and Classical Languages, Literatures, and Linguistics
Merus Capital Partners, LLC May 2014 - Present
Hesburgh Library August 2011 - Present
Exencial Wealth Advisors May 2013 - August 2013
Boys and Girls Clubs of America June 2011 - August 2011
Huhtamaki May 2010 - August 2010
Skills
Statistics, Economics, Quantitative Finance, Financial Modeling, Data Analysis, PowerPoint, Options, Bloomberg, Finance, Teamwork
Education
University of Notre Dame 2013 — 2014
Master's degree, M.S Applied and Computational Mathematics and Statistics- specialization in Computational Finance
University of Notre Dame 2009 — 2013
Bachelor of Science (BS), Mathematics
College Year in Athens 2012 — 2012
Study Abroad, Classics and Classical Languages, Literatures, and Linguistics
Joy Parduhn's Exencial Wealth Advisors Experience January 2002 - Present
Job Chief Operations Officer | Chief Compliance Officer at Exencial Wealth Advisors
Industry Investment Management
Experience
Exencial Wealth Advisors January 2002 - Present
Exencial Wealth Advisors 2002 - Present
Skills
Investments, Compliance, Securities, Alternative Investments, Asset Managment, Financial Planning, Financial Services, Mutual Funds, Asset Management, Portfolio Management, Management, Strategic Financial..., Leadership, Analysis, Trading Systems, Retirement Planning, Small Business, Employee Benefits, Investment Strategies, Wealth Management, 401k, Asset Allocation, Strategic Planning, Financial Advisory, Finance, Investment Management, Equities, Team Leadership, Banking, Management Consulting, Series 7, Relationship Management, Corporate Finance, Hedge Funds, Insurance, Auditing, Executive Management, Financial Analysis, Due Diligence, Risk Management, Investment Advisory
Education
University of Central Oklahoma
Bachelor of Science, Organizational Leadership
Exencial Wealth Advisors January 2002 - Present
Exencial Wealth Advisors 2002 - Present
Skills
Investments, Compliance, Securities, Alternative Investments, Asset Managment, Financial Planning, Financial Services, Mutual Funds, Asset Management, Portfolio Management, Management, Strategic Financial..., Leadership, Analysis, Trading Systems, Retirement Planning, Small Business, Employee Benefits, Investment Strategies, Wealth Management, 401k, Asset Allocation, Strategic Planning, Financial Advisory, Finance, Investment Management, Equities, Team Leadership, Banking, Management Consulting, Series 7, Relationship Management, Corporate Finance, Hedge Funds, Insurance, Auditing, Executive Management, Financial Analysis, Due Diligence, Risk Management, Investment Advisory
Education
University of Central Oklahoma
Bachelor of Science, Organizational Leadership
Brad Weatherly's Exencial Wealth Advisors Experience June 2014 - Present
Job Advisor | Actuary
Industry Financial Services
Experience
Exencial Wealth Advisors June 2014 - Present
Alcon, a Novartis Company December 2012 - June 2014
Alcon, a Novartis company August 2010 - July 2013
Hewitt Associates February 2007 - August 2010
Towers Perrin April 2005 - February 2007
Towers Perrin June 2001 - April 2005
Skills
Employee Benefits, Defined Benefit, Retirement, Executive Pay, Mergers & Acquisitions, Human Resources, Actuarial Consulting, Leadership, Financial Planning, Investments, Insurance, Change Management, Finance, Project Management, Risk Management, Consulting, Talent Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Financial Planning
Louisiana State University in Shreveport
BS, Mathematics
Exencial Wealth Advisors June 2014 - Present
Alcon, a Novartis Company December 2012 - June 2014
Alcon, a Novartis company August 2010 - July 2013
Hewitt Associates February 2007 - August 2010
Towers Perrin April 2005 - February 2007
Towers Perrin June 2001 - April 2005
Skills
Employee Benefits, Defined Benefit, Retirement, Executive Pay, Mergers & Acquisitions, Human Resources, Actuarial Consulting, Leadership, Financial Planning, Investments, Insurance, Change Management, Finance, Project Management, Risk Management, Consulting, Talent Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Financial Planning
Louisiana State University in Shreveport
BS, Mathematics
Jared Snider, JD's Exencial Wealth Advisors Experience April 2014 - Present
Job Sr. Wealth Advisor, Exencial Wealth Advisors
Industry Investment Management
Experience
Exencial Wealth Advisors April 2014 - Present
Chalk Cullum & Associates July 2013 - April 2014
Kivell, Rayment and Francis, P.C. October 2011 - July 2013
Skills
Investment Management, Strategic Financial..., Personal Financial..., Tax, Leadership, Estate Planning, Succession Planning, Finance, Public Speaking, Estate Tax Planning, Trusts, Investments
Education
University of Tulsa College of Law 2008 — 2011
Juris Doctor, Law, with Highest Honors
Oral Roberts University
Business Administration; Music Composition, Summa Cum Laude
Exencial Wealth Advisors April 2014 - Present
Chalk Cullum & Associates July 2013 - April 2014
Kivell, Rayment and Francis, P.C. October 2011 - July 2013
Skills
Investment Management, Strategic Financial..., Personal Financial..., Tax, Leadership, Estate Planning, Succession Planning, Finance, Public Speaking, Estate Tax Planning, Trusts, Investments
Education
University of Tulsa College of Law 2008 — 2011
Juris Doctor, Law, with Highest Honors
Oral Roberts University
Business Administration; Music Composition, Summa Cum Laude