Financial Counselors, Inc.
Industry: Company
DescriptionFounded: 1966
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Financial Counselors, Inc. Employees
Employee
Years
Job
Industry
Bill Courtney Bill Courtney's Financial Counselors, Inc. Experience November 2000 - Present
Job Chief Investment Officer, Select Growth at FCI Advisors
Industry Investment Management
Experience
Financial Counselors, Inc. November 2000 - Present
Education
University of Missouri-Columbia 1985 — 1989
BSBA, Finance
Financial Counselors, Inc. November 2000 - Present
Education
University of Missouri-Columbia 1985 — 1989
BSBA, Finance
Kristin Patterson Kristin Patterson's Financial Counselors, Inc. Experience September 2001 - Present
Job Senior Vice President & Portfolio Manager at FCI Advisors
Industry Investment Management
Experience
Financial Counselors, Inc. September 2001 - Present
Skills
Investment Management, Asset Allocation, Portfolio Management, Mutual Funds, Investments, Wealth Management, Asset Managment, Securities, Financial Analysis, Strategic Financial..., Retirement Planning, Investment Policy, Manager Selection, Investment Strategies, Global Tactical Asset..., Investment Advisory, Moxy, Investment Policy..., Tactical Asset..., Equities, Asset Management, Fixed Income
Education
The University of Richmond 1990 — 1994
Bachelor of Science (BS), Business Administration and Finance
University of Richmond - Robins School of Business 1990 — 1994
BS, Business Management and Finance
Financial Counselors, Inc. September 2001 - Present
Skills
Investment Management, Asset Allocation, Portfolio Management, Mutual Funds, Investments, Wealth Management, Asset Managment, Securities, Financial Analysis, Strategic Financial..., Retirement Planning, Investment Policy, Manager Selection, Investment Strategies, Global Tactical Asset..., Investment Advisory, Moxy, Investment Policy..., Tactical Asset..., Equities, Asset Management, Fixed Income
Education
The University of Richmond 1990 — 1994
Bachelor of Science (BS), Business Administration and Finance
University of Richmond - Robins School of Business 1990 — 1994
BS, Business Management and Finance
Mark Mohler Mark Mohler's Financial Counselors, Inc. Experience January 1981 - January 1982
Job Technical Support Technician at Social Security Administration
Industry Government Administration
Experience
Kansas City Royals June 2013 - Present
Social Security Administration October 2006 - March 2014
CFI International Headquarters January 1998 - May 2006
First Baptist Church January 1994 - January 1998
Sterling Acres Baptist Church January 1986 - January 1994
Financial Counselors, Inc. January 1981 - January 1982
Skills
Microsoft Office, Government, Writing, Troubleshooting, Documentation, Analysis, Administration, Fundraising, Customer Service, Public Speaking, Data Entry, Microsoft Excel, Marketing, Sales, Time Management, Training, Team Building, Team Leadership, Project Management, PowerPoint, Microsoft Word, Windows, Databases, Budgets, Research, Process Scheduler, Nonprofits, Social Media, Coaching, Teaching, Policy, Public Relations
Education
Midwestern Baptist Theological Seminary 1989 — 1990
Pastoral Counseling
Southwest Baptist University 1979 — 1985
BA, Psychology
Kansas City Royals June 2013 - Present
Social Security Administration October 2006 - March 2014
CFI International Headquarters January 1998 - May 2006
First Baptist Church January 1994 - January 1998
Sterling Acres Baptist Church January 1986 - January 1994
Financial Counselors, Inc. January 1981 - January 1982
Skills
Microsoft Office, Government, Writing, Troubleshooting, Documentation, Analysis, Administration, Fundraising, Customer Service, Public Speaking, Data Entry, Microsoft Excel, Marketing, Sales, Time Management, Training, Team Building, Team Leadership, Project Management, PowerPoint, Microsoft Word, Windows, Databases, Budgets, Research, Process Scheduler, Nonprofits, Social Media, Coaching, Teaching, Policy, Public Relations
Education
Midwestern Baptist Theological Seminary 1989 — 1990
Pastoral Counseling
Southwest Baptist University 1979 — 1985
BA, Psychology
Tammy Endres Tammy Endres's Financial Counselors, Inc. Experience August 1994 - 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
Vicki Ristrom Vicki Ristrom's Financial Counselors, Inc. Experience January 1994 - September 1998
Job Senior Logistics Planner at Hallmark Cards, Inc.
Industry Consumer Goods
Experience
Hallmark Cards September 1998 - Present
Financial Counselors, Inc. January 1994 - September 1998
Skills
Shopper Marketing, Customer Insight, Direct Marketing, Consumer Products, Sales, Competitive Analysis, Brand Management, Product Development, Sales Management, P, Cross-functional Team...
Education
Webster University 2000 — 2006
Master's degree, Marketing, 3.75
Park University 1992 — 1997
Bachelor's degree, Marketing/Marketing Management, General, 3.9
Hallmark Cards September 1998 - Present
Financial Counselors, Inc. January 1994 - September 1998
Skills
Shopper Marketing, Customer Insight, Direct Marketing, Consumer Products, Sales, Competitive Analysis, Brand Management, Product Development, Sales Management, P, Cross-functional Team...
Education
Webster University 2000 — 2006
Master's degree, Marketing, 3.75
Park University 1992 — 1997
Bachelor's degree, Marketing/Marketing Management, General, 3.9
Steven Cox, CFA Steven Cox, CFA's Financial Counselors, Inc. Experience January 1990 - January 1991
Job President at Providence Financial Advisors, LLC
Industry Investment Management
Experience
Providence Financial Advisors, LLC February 2003 - Present
INVESCO 1991 - 2003
Financial Counselors, Inc. January 1990 - January 1991
DeMarche Associates Inc September 1985 - January 1990
Skills
Investments, Retirement Planning, Investment Management, Strategic Financial..., Asset Allocation, Small Business, Investment Advisory, Portfolio Management, Mutual Funds, Wealth Management, Personal Finance, Investment Strategies, ETFs, Asset Managment, Retirement, Alternative Investments, Equities
Education
Southwest Baptist University 1978 — 1982
Bachelor of Arts, Business and Religion
Providence Financial Advisors, LLC February 2003 - Present
INVESCO 1991 - 2003
Financial Counselors, Inc. January 1990 - January 1991
DeMarche Associates Inc September 1985 - January 1990
Skills
Investments, Retirement Planning, Investment Management, Strategic Financial..., Asset Allocation, Small Business, Investment Advisory, Portfolio Management, Mutual Funds, Wealth Management, Personal Finance, Investment Strategies, ETFs, Asset Managment, Retirement, Alternative Investments, Equities
Education
Southwest Baptist University 1978 — 1982
Bachelor of Arts, Business and Religion
John M. Pecis's Financial Counselors, Inc. Experience May 2010 - August 2010
Job Financial Services
Industry Financial Services
Experience
Booth Creek Capital Management LP September 2014 - May 2015
Timberline Tours March 2014 - September 2014
Vail Resorts November 2013 - April 2014
Palmer Square Capital Management LLC April 2012 - February 2013
Blackthorn Investment Group December 2010 - August 2011
Financial Counselors, Inc. May 2010 - August 2010
INTL FCStone Inc. May 2009 - August 2009
Education
University of Kansas
Bachelor’s Degree, Finance
Booth Creek Capital Management LP September 2014 - May 2015
Timberline Tours March 2014 - September 2014
Vail Resorts November 2013 - April 2014
Palmer Square Capital Management LLC April 2012 - February 2013
Blackthorn Investment Group December 2010 - August 2011
Financial Counselors, Inc. May 2010 - August 2010
INTL FCStone Inc. May 2009 - August 2009
Education
University of Kansas
Bachelor’s Degree, Finance
Abby Liggett's Financial Counselors, Inc. Experience January 2007 - Present
Job Equity Analyst/ Equity Trader at Financial Counselors, Inc.
Industry Investment Management
Experience
Financial Counselors, Inc. January 2007 - Present
Education
University of Colorado Boulder 2000 — 2004
Financial Counselors, Inc. January 2007 - Present
Education
University of Colorado Boulder 2000 — 2004
Alfred Hagemann's Financial Counselors, Inc. Experience 2005 - Present
Job Alfred C Hagemann Consultant
Industry Accounting
Experience
Financial Counselors, Inc. 2005 - Present
Heartland Capital Funding LLC 2004 - Present
Midwest Trust Company September 2002 - Present
Alfred C Hagemann, CPA September 1999 - Present
Arthur Andersen, LLP June 1964 - September 1998
Skills
Tax, Financial Analysis, Management Consulting, Strategic Financial..., Accounting, Investments, Asset Management, Portfolio Management, Wealth Management, Investment Advisory, Private Equity, Retirement Planning, Financial Planning
Education
Southern Illinois University, Edwardsville 1959 — 1963
BS, Accounting
Financial Counselors, Inc. 2005 - Present
Heartland Capital Funding LLC 2004 - Present
Midwest Trust Company September 2002 - Present
Alfred C Hagemann, CPA September 1999 - Present
Arthur Andersen, LLP June 1964 - September 1998
Skills
Tax, Financial Analysis, Management Consulting, Strategic Financial..., Accounting, Investments, Asset Management, Portfolio Management, Wealth Management, Investment Advisory, Private Equity, Retirement Planning, Financial Planning
Education
Southern Illinois University, Edwardsville 1959 — 1963
BS, Accounting
James P. Fields, CFA's Financial Counselors, Inc. Experience 2009 - Present
Job Sr Vice President & Portfolio Manager at Financial Counselors, Inc.
Industry Investment Management
Experience
Financial Counselors, Inc. 2009 - Present
Wright Investors Service 1982 - 2009
Education
Pace University 1979 — 1981
MBA, Finance
Fairfield University 1973 — 1977
B.S., Accounting
Financial Counselors, Inc. 2009 - Present
Wright Investors Service 1982 - 2009
Education
Pace University 1979 — 1981
MBA, Finance
Fairfield University 1973 — 1977
B.S., Accounting
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