FCI Advisors
Industry: Company
DescriptionFounded: 1966
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FCI Advisors Employees
Employee
Years
Job
Industry
Mona Hinson Mona Hinson's FCI Advisors Experience June 2006 - July 2014
Job Performance and Investment Systems Officer at Country Club Bank
Industry Financial Services
Experience
Country Club Bank July 2014 - Present
FCI Advisors June 2006 - July 2014
Midwest Trust Company March 2005 - June 2006
Security Benefit August 2000 - March 2005
Security Benefit January 1995 - July 2000
Commerce Bank & Trust 1993 - 1995
Commerce Bank & Trust 1988 - 1993
Skills
Investments, Mutual Funds, Accounting, Performance Measurement, Securities, Analysis, Data Analysis, Financial Services, Process Improvement, Cross-functional..., Leadership, Social Skills, Advent, Teamwork, Investment Management, Finance, Customer Service, Microsoft Office, Portfolio Management
Education
Washburn University 2000 — 2003
Business and Accounting
Washburn University 1988 — 1991
Social Work
Butler County Community College 1987 — 1988
General Education
Country Club Bank July 2014 - Present
FCI Advisors June 2006 - July 2014
Midwest Trust Company March 2005 - June 2006
Security Benefit August 2000 - March 2005
Security Benefit January 1995 - July 2000
Commerce Bank & Trust 1993 - 1995
Commerce Bank & Trust 1988 - 1993
Skills
Investments, Mutual Funds, Accounting, Performance Measurement, Securities, Analysis, Data Analysis, Financial Services, Process Improvement, Cross-functional..., Leadership, Social Skills, Advent, Teamwork, Investment Management, Finance, Customer Service, Microsoft Office, Portfolio Management
Education
Washburn University 2000 — 2003
Business and Accounting
Washburn University 1988 — 1991
Social Work
Butler County Community College 1987 — 1988
General Education
Sara Mikkelsen Sara Mikkelsen's FCI Advisors Experience September 2015 - Present
Job Student at University of MissouriKansas City
Industry
Experience
FCI Advisors September 2015 - Present
SEPHORA March 2014 - Present
Parfums Christian Dior October 2012 - March 2014
Macy's June 2011 - October 2012
Skills
Makeup Artistry, Cosmetics, Customer Service, Communication, Sales, Retail Sales, Networking, Social Networking, Social Media Marketing, Marketing Strategy, Marketing Management, Academic Tutoring, Skin Care, Beauty Industry, Marketing, Styling, Social Media, Retail, Fashion
Education
University of Missouri-Kansas City 2014 — 2016
Bachelor's Degree, Finance, General, Senior
Longview Community College 2011 — 2014
Associate of Arts (AA), Business
FCI Advisors September 2015 - Present
SEPHORA March 2014 - Present
Parfums Christian Dior October 2012 - March 2014
Macy's June 2011 - October 2012
Skills
Makeup Artistry, Cosmetics, Customer Service, Communication, Sales, Retail Sales, Networking, Social Networking, Social Media Marketing, Marketing Strategy, Marketing Management, Academic Tutoring, Skin Care, Beauty Industry, Marketing, Styling, Social Media, Retail, Fashion
Education
University of Missouri-Kansas City 2014 — 2016
Bachelor's Degree, Finance, General, Senior
Longview Community College 2011 — 2014
Associate of Arts (AA), Business
Jeff Otto, CFA's FCI Advisors Experience May 2015 - Present
Job Vice President and Portfolio Manager at FCI Advisors
Industry Investment Management
Experience
FCI Advisors May 2015 - Present
American Century Investments January 2013 - May 2015
American Century Investments February 2012 - January 2013
American Century Investments February 2008 - February 2012
American Century Investments November 2006 - February 2008
American Century Investments September 2004 - November 2006
Skills
Mutual Funds, Portfolio Management, Equity Research, Asset Management, Equities, Investments, Investment Management, Financial Modeling
Education
University of Missouri-Columbia 2000 — 2004
Bachelor of Science, Finance
FCI Advisors May 2015 - Present
American Century Investments January 2013 - May 2015
American Century Investments February 2012 - January 2013
American Century Investments February 2008 - February 2012
American Century Investments November 2006 - February 2008
American Century Investments September 2004 - November 2006
Skills
Mutual Funds, Portfolio Management, Equity Research, Asset Management, Equities, Investments, Investment Management, Financial Modeling
Education
University of Missouri-Columbia 2000 — 2004
Bachelor of Science, Finance
Connie Fausset Connie Fausset's FCI Advisors Experience October 2012 - July 2013
Job Southridge Medical Group Office Assistant at Saint Luke's Health System
Industry Financial Services
Experience
Saint Luke's Health System March 2014 - Present
Lowe's Home Improvement August 2013 - February 2014
FCI Advisors October 2012 - July 2013
Resource Service Solutions April 2011 - August 2012
Capital City Bank Topeka May 2010 - April 2011
Toys R Us August 1997 - February 2008
Skills
Administrative Assistant, Receptionist, Bank Teller, Telephone Skills, Accounts Payable, Travel Arrangements, Payroll, Cash Flow, Fax, QuickBooks, Bookkeeping, Customer Service, Invoicing, PeopleSoft, Management, Access, Engaging People, Emotional Intelligence, Time Management, Highly personable, Expenses, Organization, Always Punctual, Receptionist Duties, Team Building
Education
Central Missouri State University
Business Administration and Management, General
Pleasant Hill High School
Saint Luke's Health System March 2014 - Present
Lowe's Home Improvement August 2013 - February 2014
FCI Advisors October 2012 - July 2013
Resource Service Solutions April 2011 - August 2012
Capital City Bank Topeka May 2010 - April 2011
Toys R Us August 1997 - February 2008
Skills
Administrative Assistant, Receptionist, Bank Teller, Telephone Skills, Accounts Payable, Travel Arrangements, Payroll, Cash Flow, Fax, QuickBooks, Bookkeeping, Customer Service, Invoicing, PeopleSoft, Management, Access, Engaging People, Emotional Intelligence, Time Management, Highly personable, Expenses, Organization, Always Punctual, Receptionist Duties, Team Building
Education
Central Missouri State University
Business Administration and Management, General
Pleasant Hill High School
Billy Drakeley's FCI Advisors Experience April 2014 - Present
Job Attended Bentley University
Industry Financial Services
Experience
FCI Advisors April 2014 - Present
Drakeley Industries LLC April 2005 - January 2014
Barnum Financial Group June 2011 - July 2011
Skills
Options, Finance, Corporate Finance, Equities, Financial Analysis, Financial Advisory, Financial Modeling, Investments, Portfolio Management, Valuation
Education
Bentley University 2008 — 2013
B.S., M.S.F., Finance
Royal Holloway, University of London 2010 — 2010
FCI Advisors April 2014 - Present
Drakeley Industries LLC April 2005 - January 2014
Barnum Financial Group June 2011 - July 2011
Skills
Options, Finance, Corporate Finance, Equities, Financial Analysis, Financial Advisory, Financial Modeling, Investments, Portfolio Management, Valuation
Education
Bentley University 2008 — 2013
B.S., M.S.F., Finance
Royal Holloway, University of London 2010 — 2010
Tammy Endres Tammy Endres's FCI Advisors Experience 2007 - Present
Job Senior Vice President at FCI Advisors
Industry Investment Management
Experience
FCI Advisors 2007 - Present
Financial Counselors, Inc. August 1994 - Present
Midwest Trust Company 2000 - 2006
Education
Baker University 1998 — 2000
MBA
University of Missouri-Columbia 1984 — 1988
Finance, General
FCI Advisors 2007 - Present
Financial Counselors, Inc. August 1994 - Present
Midwest Trust Company 2000 - 2006
Education
Baker University 1998 — 2000
MBA
University of Missouri-Columbia 1984 — 1988
Finance, General
Brian Perott, CFA's FCI Advisors Experience February 2000 - Present
Job Managing Director, Core Equity Group at FCI Advisors
Industry Investment Management
Experience
FCI Advisors February 2000 - Present
Commerce Bank January 1995 - January 2000
Skills
Wealth Management, Retirement Planning, Asset Allocation, Investment Management, Investments, Portfolio Management, Equities, Asset Management, Fixed Income, Investment Strategies, Financial Planning, Securities
Education
The University of Kansas 1988 — 1991
BA, Economics
FCI Advisors February 2000 - Present
Commerce Bank January 1995 - January 2000
Skills
Wealth Management, Retirement Planning, Asset Allocation, Investment Management, Investments, Portfolio Management, Equities, Asset Management, Fixed Income, Investment Strategies, Financial Planning, Securities
Education
The University of Kansas 1988 — 1991
BA, Economics
Amanda Burge, CFP® Amanda Burge, CFP®'s FCI Advisors Experience January 2013 - June 2015
Job Wealth Manager at Creative Planning, Inc.
Industry Financial Services
Experience
Creative Planning Inc. June 2015 - Present
FCI Advisors January 2013 - June 2015
Skills
Investment Advisory, Investment Strategies, Strategic Financial..., 401k, 401k Rollovers, IRAs, System Administration, Helping Clients Succeed, New Business Development, Communication Skills, Training, Goal Oriented, Organization, Positive Personality, Positive Team Player, Responsiveness, Wealth Management, High Net Worth..., Banking, Investment Management, Asset Management, Financial Planning
Education
University of Missouri-Kansas City 2003 — 2006
Bachelor of Business Administration (B.B.A.), Business/Finance
Creative Planning Inc. June 2015 - Present
FCI Advisors January 2013 - June 2015
Skills
Investment Advisory, Investment Strategies, Strategic Financial..., 401k, 401k Rollovers, IRAs, System Administration, Helping Clients Succeed, New Business Development, Communication Skills, Training, Goal Oriented, Organization, Positive Personality, Positive Team Player, Responsiveness, Wealth Management, High Net Worth..., Banking, Investment Management, Asset Management, Financial Planning
Education
University of Missouri-Kansas City 2003 — 2006
Bachelor of Business Administration (B.B.A.), Business/Finance
Stuart Berkley Stuart Berkley's FCI Advisors Experience November 2000 - Present
Job Sr Vice President at FCI Advisors
Industry Investment Management
Experience
FCI Advisors November 2000 - Present
Commerce Bank 1998 - 2000
J.P. Morgan 1990 - 1998
Skills
Mutual Funds, Investment Management, Asset Management, Investment Strategies, Asset Allocation, Wealth Management, Portfolio Management, Investments, Securities, Investment Advisory, Alternative Investments, Strategic Financial..., Financial Analysis, Financial Planning, Equities
Education
University of Kansas 1986 — 1990
Bachelor Of Arts, Economics
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (M.B.A.), Finance, General
FCI Advisors November 2000 - Present
Commerce Bank 1998 - 2000
J.P. Morgan 1990 - 1998
Skills
Mutual Funds, Investment Management, Asset Management, Investment Strategies, Asset Allocation, Wealth Management, Portfolio Management, Investments, Securities, Investment Advisory, Alternative Investments, Strategic Financial..., Financial Analysis, Financial Planning, Equities
Education
University of Kansas 1986 — 1990
Bachelor Of Arts, Economics
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (M.B.A.), Finance, General
Matt Montgomery, CFA Matt Montgomery, CFA's FCI Advisors Experience April 2008 - Present
Job Portfolio Manager
Industry Investment Management
Experience
FCI Advisors April 2008 - Present
UBS Wealth Management October 2005 - April 2008
Legg Mason September 2004 - September 2005
Skills
Investment Management, Value Driven Equity..., Maintaining Strong..., Portfolio Management, Alternative Investments, Asset Allocation, Asset Management, Country Clubs, Equities, Financial Analysis, Investment Advisory, Investments, Mutual Funds, Strategic Financial..., Strategy, Wealth Management
Education
Denison University 2000 — 2004
Bachelors, Economics
FCI Advisors April 2008 - Present
UBS Wealth Management October 2005 - April 2008
Legg Mason September 2004 - September 2005
Skills
Investment Management, Value Driven Equity..., Maintaining Strong..., Portfolio Management, Alternative Investments, Asset Allocation, Asset Management, Country Clubs, Equities, Financial Analysis, Investment Advisory, Investments, Mutual Funds, Strategic Financial..., Strategy, Wealth Management
Education
Denison University 2000 — 2004
Bachelors, Economics
Eugene Helm's FCI Advisors Experience June 2009 - Present
Job Managing Director at FCI Advisors
Industry Investment Management
Experience
FCI Advisors June 2009 - Present
Wright Investors' Service, Inc. March 1987 - June 2009
Philip Morris International 1984 - 1987
Philip Morris Incorporated 1981 - 1984
Skills
Investments, Portfolio Management, Asset Managment, Asset Allocation, Mutual Funds, Wealth Management, Equities, Investment Management, Financial Analysis, Financial Services, Financial Advisory, Fixed Income, Investment Strategies, Securities, Investment Advisory, Retirement Planning, Asset Management, Strategic Financial...
Education
Fairfield University 1973 — 1977
B.S., Mathematics
FCI Advisors June 2009 - Present
Wright Investors' Service, Inc. March 1987 - June 2009
Philip Morris International 1984 - 1987
Philip Morris Incorporated 1981 - 1984
Skills
Investments, Portfolio Management, Asset Managment, Asset Allocation, Mutual Funds, Wealth Management, Equities, Investment Management, Financial Analysis, Financial Services, Financial Advisory, Fixed Income, Investment Strategies, Securities, Investment Advisory, Retirement Planning, Asset Management, Strategic Financial...
Education
Fairfield University 1973 — 1977
B.S., Mathematics
Patrick Schumann, CFA's FCI Advisors Experience August 2012 - Present
Job Portfolio Manager at FCI Advisors
Industry Financial Services
Experience
FCI Advisors August 2012 - Present
Enterprise Bank & Trust March 2009 - July 2012
Edward Jones June 1996 - October 2008
Duff & Phelps October 1991 - June 1996
Northern Trust December 1988 - September 1991
Education
Quinlan School of Business, Loyola University Chicago 1991 — 1993
MBA, Finance
Marquette University 1984 — 1988
BS, Business Administration
St. Louis University High School
FCI Advisors August 2012 - Present
Enterprise Bank & Trust March 2009 - July 2012
Edward Jones June 1996 - October 2008
Duff & Phelps October 1991 - June 1996
Northern Trust December 1988 - September 1991
Education
Quinlan School of Business, Loyola University Chicago 1991 — 1993
MBA, Finance
Marquette University 1984 — 1988
BS, Business Administration
St. Louis University High School
Adam McCullough, CFA's FCI Advisors Experience January 2015 - Present
Job Investment Analyst at FCI Advisors
Industry Investment Management
Experience
FCI Advisors January 2015 - Present
Tower Wealth Managers October 2013 - January 2015
Ernst & Young October 2010 - September 2013
Country Club Bank June 2009 - August 2009
Citi April 2009 - May 2009
AXA Advisors September 2008 - December 2008
Education
Syracuse University 2006 — 2010
Bachelor of Science, Finance; Accounting
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
BS, Finance; Accounting
City University Hong Kong
FCI Advisors January 2015 - Present
Tower Wealth Managers October 2013 - January 2015
Ernst & Young October 2010 - September 2013
Country Club Bank June 2009 - August 2009
Citi April 2009 - May 2009
AXA Advisors September 2008 - December 2008
Education
Syracuse University 2006 — 2010
Bachelor of Science, Finance; Accounting
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
BS, Finance; Accounting
City University Hong Kong
Stephen Lawler's FCI Advisors Experience December 2013 - Present
Job Head of Portfolio Implementation at FCI Advisors
Industry Financial Services
Experience
FCI Advisors December 2013 - Present
JP Morgan May 2010 - December 2013
Abbott Capital Management June 2009 - May 2010
DKR Capital September 2007 - December 2008
JP Morgan June 2007 - September 2007
Skills
Bloomberg, Hedge Funds, Financial Modeling, Microsoft Excel, Finance, Alternative Investments, Asset Management, Equities, Microsoft Office, Financial Analysis, Fixed Income, PowerPoint, Business Analysis, Investment Banking, Financial Services, Securities, Risk Management
Education
The University of Connecticut School of Business 2003 — 2007
Bachelor's Degree of Science in Business Administration, Finance and Economics
FCI Advisors December 2013 - Present
JP Morgan May 2010 - December 2013
Abbott Capital Management June 2009 - May 2010
DKR Capital September 2007 - December 2008
JP Morgan June 2007 - September 2007
Skills
Bloomberg, Hedge Funds, Financial Modeling, Microsoft Excel, Finance, Alternative Investments, Asset Management, Equities, Microsoft Office, Financial Analysis, Fixed Income, PowerPoint, Business Analysis, Investment Banking, Financial Services, Securities, Risk Management
Education
The University of Connecticut School of Business 2003 — 2007
Bachelor's Degree of Science in Business Administration, Finance and Economics
Tim Sturdy, CFA's FCI Advisors Experience December 2010 - Present
Job Portfolio Manager and Fixed Income Analyst
Industry Financial Services
Experience
FCI Advisors December 2010 - Present
New Mexico Finance Authority November 2009 - December 2010
Thornburg Mortgage June 2007 - April 2009
Olympus Financial June 2006 - May 2007
Minnesota Twins July 1997 - March 2003
Skills
Portfolio Management, Fixed Income Analysis, Mutual Funds, ETFs, Bond Markets, Chartered Financial..., Investment Strategies, Bloomberg Terminal, Capital Markets
Education
CFA Institute 2008 — 2011
N/A, Professional Designation Chartered Financial Analyst (CFA) Program
The University of New Mexico - Robert O. Anderson School of Management 1997 — 2007
BBA, Finance/Economics
La Cueva High school
FCI Advisors December 2010 - Present
New Mexico Finance Authority November 2009 - December 2010
Thornburg Mortgage June 2007 - April 2009
Olympus Financial June 2006 - May 2007
Minnesota Twins July 1997 - March 2003
Skills
Portfolio Management, Fixed Income Analysis, Mutual Funds, ETFs, Bond Markets, Chartered Financial..., Investment Strategies, Bloomberg Terminal, Capital Markets
Education
CFA Institute 2008 — 2011
N/A, Professional Designation Chartered Financial Analyst (CFA) Program
The University of New Mexico - Robert O. Anderson School of Management 1997 — 2007
BBA, Finance/Economics
La Cueva High school
Benjamin Hill, CFA's FCI Advisors Experience August 2010 - Present
Job SVP, Portfolio Manager at FCI Advisors
Industry Investment Management
Experience
FCI Advisors August 2010 - Present
Cardinal Financial February 2006 - August 2010
Education
University of Pittsburgh 1998 — 2001
Economics
University of Pittsburgh 1998 — 2001
BA, Economics
FCI Advisors August 2010 - Present
Cardinal Financial February 2006 - August 2010
Education
University of Pittsburgh 1998 — 2001
Economics
University of Pittsburgh 1998 — 2001
BA, Economics
Trent Dorflinger's FCI Advisors Experience February 2010 - Present
Job Advent Operations at FCI Advisors
Industry Investment Management
Experience
FCI Advisors February 2010 - Present
Key Bank October 2007 - April 2010
State Street December 2003 - October 2007
Skills
Investments, Fund Accounting, Mutual Funds, Portfolio Management, Asset Managment, Bloomberg Terminal, Wealth Management, Financial Analysis, Accounting, Financial Services, Bloomberg, Risk Management
Education
Baker University 2006 — 2009
Masters, Business Administration
FCI Advisors February 2010 - Present
Key Bank October 2007 - April 2010
State Street December 2003 - October 2007
Skills
Investments, Fund Accounting, Mutual Funds, Portfolio Management, Asset Managment, Bloomberg Terminal, Wealth Management, Financial Analysis, Accounting, Financial Services, Bloomberg, Risk Management
Education
Baker University 2006 — 2009
Masters, Business Administration
Shannon Cambiano's FCI Advisors Experience August 2011 - Present
Job Financial Advisors
Industry Financial Services
Experience
FCI Advisors August 2011 - Present
Reece & Nichols Realtors 2002 - Present
Cambiano Custom Homes 2003 - 2010
Walter P Moore 1999 - 2003
UMB Bank 1990 - 1995
Boatmen's Bank 1989 - 1990
B.C. Christopher Securities 1987 - 1989
Skills
Mutual Funds, Selling, Investments, Budgets, Leadership, Residential Homes, Fixed Income, Real Estate, REO, Foreclosures, New Home Sales
Education
Kansas State University 1983 — 1987
BS, Marketing
Lutheran High School of Kansas City 1980 — 1983
FCI Advisors August 2011 - Present
Reece & Nichols Realtors 2002 - Present
Cambiano Custom Homes 2003 - 2010
Walter P Moore 1999 - 2003
UMB Bank 1990 - 1995
Boatmen's Bank 1989 - 1990
B.C. Christopher Securities 1987 - 1989
Skills
Mutual Funds, Selling, Investments, Budgets, Leadership, Residential Homes, Fixed Income, Real Estate, REO, Foreclosures, New Home Sales
Education
Kansas State University 1983 — 1987
BS, Marketing
Lutheran High School of Kansas City 1980 — 1983
James Braunsdorf's FCI Advisors Experience May 2010 - Present
Job Portfolio Implementation Specialist at FCI Advisors
Industry Investment Management
Experience
FCI Advisors May 2010 - Present
Premier Utility Services March 2009 - May 2010
Morgan Stanley August 2007 - May 2008
Education
Hofstra University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Management
SUNY Farmingdale 2002 — 2004
Associate of Arts (A.A.), Liberal Arts
FCI Advisors May 2010 - Present
Premier Utility Services March 2009 - May 2010
Morgan Stanley August 2007 - May 2008
Education
Hofstra University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Management
SUNY Farmingdale 2002 — 2004
Associate of Arts (A.A.), Liberal Arts
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