Frontier Asset Management
Industry: Company
DescriptionFounded: 2000
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Frontier Asset Management Employees
Employee
Years
Job
Industry
Scott MacKillop Scott MacKillop's Frontier Asset Management Experience January 2007 - January 2015
Job Looking for my Next Great Adventure
Industry Financial Services
Experience
Adventurer and Explorer of Possibilities February 2015 - Present
Frontier Asset Management January 2007 - January 2015
US Fiduciary Services 2004 - 2006
Trivium Consulting 2001 - 2004
Portfolio Management Consultants 1997 - 2000
ADAM Investment Services 1992 - 1997
Skills
Asset Managment, Portfolio Management, Asset Management, Investment Management, Asset Allocation, Private Equity, Alternative Investments, Executive Management, Securities, Investment Strategies, Series 7, Wealth Management, FINRA, Investment Advisory, Mutual Funds, ETFs, Retirement, Investments, Retirement Planning, New Business Development, Financial Advisory, Financial Services, Series 24, Hedge Funds, Strategy, Series 63, Marketing Strategy, Wealth Management..., Fixed Income, Equities, 401k, Series 65, Separately Managed..., Strategic Financial..., Wealth, IRAs, Defined Benefit, Financial Planners, Financial Planning
Education
Stanford University 1970 — 1972
The George Washington University Law School
Adventurer and Explorer of Possibilities February 2015 - Present
Frontier Asset Management January 2007 - January 2015
US Fiduciary Services 2004 - 2006
Trivium Consulting 2001 - 2004
Portfolio Management Consultants 1997 - 2000
ADAM Investment Services 1992 - 1997
Skills
Asset Managment, Portfolio Management, Asset Management, Investment Management, Asset Allocation, Private Equity, Alternative Investments, Executive Management, Securities, Investment Strategies, Series 7, Wealth Management, FINRA, Investment Advisory, Mutual Funds, ETFs, Retirement, Investments, Retirement Planning, New Business Development, Financial Advisory, Financial Services, Series 24, Hedge Funds, Strategy, Series 63, Marketing Strategy, Wealth Management..., Fixed Income, Equities, 401k, Series 65, Separately Managed..., Strategic Financial..., Wealth, IRAs, Defined Benefit, Financial Planners, Financial Planning
Education
Stanford University 1970 — 1972
The George Washington University Law School
Malcolm MacKillop Malcolm MacKillop's Frontier Asset Management Experience May 2015 - Present
Job Regional Sales Consultant at Frontier Asset Management
Industry Investment Management
Experience
Frontier Asset Management May 2015 - Present
Frontier Asset Management March 2014 - May 2015
Credit Union of Colorado May 2011 - February 2014
Skills
Customer Service, Mutual Funds, Loans, Consumer Lending, Retail Banking, Banking, Credit, Organizational..., Mortgage Lending, Credit Cards, Portfolio Management, Alternative Investments, Asset Management, Financial Analysis, Microsoft Excel, Risk Management, Financial Planning, Public Speaking, Leadership, Marketing
Education
University of Colorado Denver 2013 — 2016
Master of Business Administration (MBA)
The University of British Columbia 2006 — 2010
Bachelor of Arts (B.A.), English Language and Literature, General
Frontier Asset Management May 2015 - Present
Frontier Asset Management March 2014 - May 2015
Credit Union of Colorado May 2011 - February 2014
Skills
Customer Service, Mutual Funds, Loans, Consumer Lending, Retail Banking, Banking, Credit, Organizational..., Mortgage Lending, Credit Cards, Portfolio Management, Alternative Investments, Asset Management, Financial Analysis, Microsoft Excel, Risk Management, Financial Planning, Public Speaking, Leadership, Marketing
Education
University of Colorado Denver 2013 — 2016
Master of Business Administration (MBA)
The University of British Columbia 2006 — 2010
Bachelor of Arts (B.A.), English Language and Literature, General
Heidi A. Meyer, CFP®'s Frontier Asset Management Experience January 2011 - Present
Job Director of National Accounts at Frontier Asset Management
Industry Financial Services
Experience
Frontier Asset Management January 2011 - Present
QA3 Financial January 2007 - May 2010
US Fiduciary February 2005 - October 2006
EnvestnetPMC February 1998 - April 2003
Watson Wyatt Investment Consulting March 1996 - February 1998
ADAM Investment Services July 1994 - March 1996
Chase 1988 - 1990
Skills
Asset Allocation, Investments, Equities, Management, Finance, Executive Management, FINRA, Relationship Management, Series 24, Fixed Income, Risk Management, High Net Worth..., Hedge Funds, ETFs, Series 65, Contract Negotiation, Training
Education
Rice University 2005 — 2006
CFP Certification Education Program
George Mason University 1986 — 1990
Finance
DC-G
Frontier Asset Management January 2011 - Present
QA3 Financial January 2007 - May 2010
US Fiduciary February 2005 - October 2006
EnvestnetPMC February 1998 - April 2003
Watson Wyatt Investment Consulting March 1996 - February 1998
ADAM Investment Services July 1994 - March 1996
Chase 1988 - 1990
Skills
Asset Allocation, Investments, Equities, Management, Finance, Executive Management, FINRA, Relationship Management, Series 24, Fixed Income, Risk Management, High Net Worth..., Hedge Funds, ETFs, Series 65, Contract Negotiation, Training
Education
Rice University 2005 — 2006
CFP Certification Education Program
George Mason University 1986 — 1990
Finance
DC-G
Jim Shellenberger Jim Shellenberger's Frontier Asset Management Experience June 2015 - Present
Job Investment Analyst Associate
Industry Financial Services
Experience
Frontier Asset Management June 2015 - Present
First Interstate Bank May 2012 - August 2013
Skills
Computer-Microsoft..., Finance, Leadership, Management, International Education, Community Outreach, Event Planning, Public Speaking, Investments, Research, Social Media, Sales, Portfolio Management
Education
University of Wyoming 2011 — 2015
Bachelor of Science (B.S.), Business Administration, Honors; minor: Finance, 3.9
EM Strasbourg Business School 2014 — 2014
International Business
Frontier Asset Management June 2015 - Present
First Interstate Bank May 2012 - August 2013
Skills
Computer-Microsoft..., Finance, Leadership, Management, International Education, Community Outreach, Event Planning, Public Speaking, Investments, Research, Social Media, Sales, Portfolio Management
Education
University of Wyoming 2011 — 2015
Bachelor of Science (B.S.), Business Administration, Honors; minor: Finance, 3.9
EM Strasbourg Business School 2014 — 2014
International Business
Krista Jorgenson Krista Jorgenson's Frontier Asset Management Experience December 2008 - Present
Job Marketing Manager, Frontier Asset Management
Industry Investment Management
Experience
Frontier Asset Management December 2008 - Present
Bella Graphics and Display January 2006 - December 2008
Northwest Distributing Company November 2004 - December 2005
American Cowboy June 1997 - October 2004
Skills
Marketing Management, Online Marketing, Editing, Event Management, Writing, Direct Marketing, Marketing Communications, Marketing, Advertising, New Business Development, Public Relations, B2B, Marketing Strategy, Strategic Communications, Business Strategy, Graphic Design, Online Advertising, Strategic Planning, Sales, Training, Email Marketing, Retail, Market Planning
Education
Montana State University-Bozeman 1993 — 1996
Bachelor of Arts (BA), English Language and Literature/Letters
Sheridan High School
Frontier Asset Management December 2008 - Present
Bella Graphics and Display January 2006 - December 2008
Northwest Distributing Company November 2004 - December 2005
American Cowboy June 1997 - October 2004
Skills
Marketing Management, Online Marketing, Editing, Event Management, Writing, Direct Marketing, Marketing Communications, Marketing, Advertising, New Business Development, Public Relations, B2B, Marketing Strategy, Strategic Communications, Business Strategy, Graphic Design, Online Advertising, Strategic Planning, Sales, Training, Email Marketing, Retail, Market Planning
Education
Montana State University-Bozeman 1993 — 1996
Bachelor of Arts (BA), English Language and Literature/Letters
Sheridan High School
Dan Cupertino, CFP®'s Frontier Asset Management Experience March 2015 - Present
Job National Sales Director at Frontier Asset Management
Industry Financial Services
Experience
Frontier Asset Management March 2015 - Present
Frontier Asset Management July 2013 - Present
Wells Real Estate Funds June 2012 - June 2013
Wells Real Estate Funds April 2010 - June 2012
Wells Real Estate Funds April 2007 - April 2010
Hewitt Associates 2005 - 2007
Northern Trust June 1998 - 2005
Education
The University of Georgia 1994 — 1998
BBA, Management
Frontier Asset Management March 2015 - Present
Frontier Asset Management July 2013 - Present
Wells Real Estate Funds June 2012 - June 2013
Wells Real Estate Funds April 2010 - June 2012
Wells Real Estate Funds April 2007 - April 2010
Hewitt Associates 2005 - 2007
Northern Trust June 1998 - 2005
Education
The University of Georgia 1994 — 1998
BBA, Management
William Stites, CFA's Frontier Asset Management Experience December 2011 - December 2013
Job Partner at KilterHowling LLC
Industry Financial Services
Experience
KilterHowling LLC January 2014 - Present
Frontier Asset Management December 2011 - December 2013
Commonwealth Bank of Australia June 2010 - July 2011
JP Morgan 2008 - 2009
Bear Stearns 2007 - 2008
BNP Paribas 2003 - 2007
Zurich Capital Markets 2001 - 2003
Education
Miami University 1992 — 1996
BA, Finance
KilterHowling LLC January 2014 - Present
Frontier Asset Management December 2011 - December 2013
Commonwealth Bank of Australia June 2010 - July 2011
JP Morgan 2008 - 2009
Bear Stearns 2007 - 2008
BNP Paribas 2003 - 2007
Zurich Capital Markets 2001 - 2003
Education
Miami University 1992 — 1996
BA, Finance
James McGarvey's Frontier Asset Management Experience July 2015 - Present
Job Regional Sales Consultant at Frontier Asset Management
Industry Financial Services
Experience
Frontier Asset Management July 2015 - Present
Atlas Energy, L.P. August 2014 - July 2015
Producers Choice Network February 2014 - July 2014
Wells Real Estate Funds September 2012 - December 2013
E*TRADE September 2011 - September 2012
TD Ameritrade July 2010 - August 2011
Principal Financial Group September 2008 - July 2010
US Planning Group Inc April 2007 - September 2008
Fidelity Investments February 1998 - April 2007
Skills
Investment Advisory, Wealth Management, Retirement Planning, Investments, Strategic Financial..., Relationship Management, Asset Allocation, Financial Services, Mutual Funds, Leadership, Portfolio Management, Retirement, Financial Advisory, Sales, Management, Project Management
Education
Xavier University 1999 — 2001
MBA, Finance
George Mason University 1989 — 1993
BA, Psychology
Frontier Asset Management July 2015 - Present
Atlas Energy, L.P. August 2014 - July 2015
Producers Choice Network February 2014 - July 2014
Wells Real Estate Funds September 2012 - December 2013
E*TRADE September 2011 - September 2012
TD Ameritrade July 2010 - August 2011
Principal Financial Group September 2008 - July 2010
US Planning Group Inc April 2007 - September 2008
Fidelity Investments February 1998 - April 2007
Skills
Investment Advisory, Wealth Management, Retirement Planning, Investments, Strategic Financial..., Relationship Management, Asset Allocation, Financial Services, Mutual Funds, Leadership, Portfolio Management, Retirement, Financial Advisory, Sales, Management, Project Management
Education
Xavier University 1999 — 2001
MBA, Finance
George Mason University 1989 — 1993
BA, Psychology
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY