Frontier Wealth Management
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Frontier Wealth Management Employees
Employee
Years
Job
Industry
Lance Cleaver Lance Cleaver's Frontier Wealth Management Experience June 2011 - December 2013
Job CEO Cleaver Consulting
Industry Management Consulting
Experience
Great Plains Capital Partners September 2014 - Present
Self-employed March 2011 - Present
Frontier Wealth Management June 2011 - December 2013
ABMI Mergers & Acquisitions September 2009 - March 2011
Sprint August 2001 - October 2008
Stinson Leonard Street LLP September 1999 - August 2001
Edward Jones April 1995 - May 1996
Arthur Andersen & Co. June 1992 - April 1995
Skills
Legal, Strategic Consulting, Investment Management, Sales Management, Sales, Management Consulting, Software, Legal Advice, Telecommunications, SaaS, Business Development, Business Process..., Strategic Alliances, Business Alliance..., Investment Banking, Alternative Investments, Mergers, Due Diligence, Corporate Law, Capital Raising, Marketing, Mergers & Acquisitions, Contract Negotiation, Venture Capital, Management, Strategic Planning, Start-ups, Strategy
Education
University of Kansas School of Law 1996 — 1999
Juris Doctorate, Law
University of St. Thomas 1988 — 1992
Bachelor of Arts (BA), Accounting and Finance
Ministry Apprenticeship Program (MAP)
Seminary Level Coursework & Apprenticeship
Great Plains Capital Partners September 2014 - Present
Self-employed March 2011 - Present
Frontier Wealth Management June 2011 - December 2013
ABMI Mergers & Acquisitions September 2009 - March 2011
Sprint August 2001 - October 2008
Stinson Leonard Street LLP September 1999 - August 2001
Edward Jones April 1995 - May 1996
Arthur Andersen & Co. June 1992 - April 1995
Skills
Legal, Strategic Consulting, Investment Management, Sales Management, Sales, Management Consulting, Software, Legal Advice, Telecommunications, SaaS, Business Development, Business Process..., Strategic Alliances, Business Alliance..., Investment Banking, Alternative Investments, Mergers, Due Diligence, Corporate Law, Capital Raising, Marketing, Mergers & Acquisitions, Contract Negotiation, Venture Capital, Management, Strategic Planning, Start-ups, Strategy
Education
University of Kansas School of Law 1996 — 1999
Juris Doctorate, Law
University of St. Thomas 1988 — 1992
Bachelor of Arts (BA), Accounting and Finance
Ministry Apprenticeship Program (MAP)
Seminary Level Coursework & Apprenticeship
Cameron Hill Cameron Hill's Frontier Wealth Management Experience February 2013 - June 2014
Job Advertising Operations Specialist at Yahoo
Industry Marketing and Advertising
Experience
Yahoo November 2014 - Present
Frontier Wealth Management February 2013 - June 2014
Z3 Technology, LLC May 2012 - August 2012
Z3 Technology, LLC December 2010 - May 2012
Z3 Technology, LLC November 2009 - December 2010
Z3 Technology, LLC February 2009 - November 2009
Allied a Nationwide Company January 2007 - January 2009
Skills
New Business Development, Microsoft Office, Account Management, Product Development, Partner Development, Strategic Planning, Major Account..., Sales, Business Development, Product Management, Marketing, Management, CRM, Insurance
Education
University of Nebraska-Lincoln 2005 — 2009
Bachelor's degree, Spanish and Latin American Studies
University of Nebraska-Lincoln
Yahoo November 2014 - Present
Frontier Wealth Management February 2013 - June 2014
Z3 Technology, LLC May 2012 - August 2012
Z3 Technology, LLC December 2010 - May 2012
Z3 Technology, LLC November 2009 - December 2010
Z3 Technology, LLC February 2009 - November 2009
Allied a Nationwide Company January 2007 - January 2009
Skills
New Business Development, Microsoft Office, Account Management, Product Development, Partner Development, Strategic Planning, Major Account..., Sales, Business Development, Product Management, Marketing, Management, CRM, Insurance
Education
University of Nebraska-Lincoln 2005 — 2009
Bachelor's degree, Spanish and Latin American Studies
University of Nebraska-Lincoln
Mike Suellentrop's Frontier Wealth Management Experience July 2013 - Present
Job Financial Advisor at Frontier Wealth Management
Industry Financial Services
Experience
Frontier Wealth Management July 2013 - Present
Legacy Capital Strategies LLC January 2010 - April 2012
Skills
Securities
Education
Benedictine College 1984 — 1986
Business Admin
St. Gregory's 1982 — 1984
Frontier Wealth Management July 2013 - Present
Legacy Capital Strategies LLC January 2010 - April 2012
Skills
Securities
Education
Benedictine College 1984 — 1986
Business Admin
St. Gregory's 1982 — 1984
Adam Bettis, AIF®'s Frontier Wealth Management Experience January 2013 - July 2014
Job Vice President at Tax Favored Benefits Inc.
Industry Financial Services
Experience
Tax Favored Benefits Inc. July 2014 - Present
Ameritas Investment Corp. July 2014 - Present
Ameritas Investment Corp. July 2014 - Present
Frontier Wealth Management January 2013 - July 2014
LPL Financial 2007 - 2013
INTRUST Bank 2005 - 2013
Skills
Retirement Plan..., Qualified Retirement..., 401k, Accredited Investment..., ERISA, Series 7, Series 65, Series 63, Retirement, Wealth Management, Financial Services, Alternative Investments, Securities, Estate Planning, Asset Managment, Municipal Bonds, Fixed Income Strategies, Insurance, ETFs, Asset Management, Sales Management, Banking
Education
University of Kansas 2002 — 2006
Economics
Maize Senior High School
Tax Favored Benefits Inc. July 2014 - Present
Ameritas Investment Corp. July 2014 - Present
Ameritas Investment Corp. July 2014 - Present
Frontier Wealth Management January 2013 - July 2014
LPL Financial 2007 - 2013
INTRUST Bank 2005 - 2013
Skills
Retirement Plan..., Qualified Retirement..., 401k, Accredited Investment..., ERISA, Series 7, Series 65, Series 63, Retirement, Wealth Management, Financial Services, Alternative Investments, Securities, Estate Planning, Asset Managment, Municipal Bonds, Fixed Income Strategies, Insurance, ETFs, Asset Management, Sales Management, Banking
Education
University of Kansas 2002 — 2006
Economics
Maize Senior High School
Nicholas Blasi's Frontier Wealth Management Experience November 2009 - Present
Job CEO at Frontier Wealth Management
Industry Financial Services
Experience
Frontier Wealth Management November 2009 - Present
Frontline Development 2006 - Present
Aspen Wealth Management 2003 - 2006
Skills
Investments, Wealth Management, Asset Management, Alternative Investments, Mergers & Acquisitions, Strategic Planning, Mutual Funds, Insurance, Strategic Financial..., Financial Modeling, Portfolio Management, Investment Advisory, Estate Planning, Sales Management, Marketing Strategy, Risk Management, Sales, Microsoft Office, Team Building, Private Equity, Business Strategy, New Business Development, Start-ups
Education
University of Kansas 2000 — 2004
Bachelor of Business Administration (B.B.A.), Communication Studies
Frontier Wealth Management November 2009 - Present
Frontline Development 2006 - Present
Aspen Wealth Management 2003 - 2006
Skills
Investments, Wealth Management, Asset Management, Alternative Investments, Mergers & Acquisitions, Strategic Planning, Mutual Funds, Insurance, Strategic Financial..., Financial Modeling, Portfolio Management, Investment Advisory, Estate Planning, Sales Management, Marketing Strategy, Risk Management, Sales, Microsoft Office, Team Building, Private Equity, Business Strategy, New Business Development, Start-ups
Education
University of Kansas 2000 — 2004
Bachelor of Business Administration (B.B.A.), Communication Studies
John Arndt CFP® John Arndt CFP®'s Frontier Wealth Management Experience October 2014 - August 2015
Job Financial Planner at Spectrum Wealth Advisors
Industry Financial Services
Experience
Frontier Wealth Management October 2014 - August 2015
Spectrum Wealth Advisors July 2008 - October 2014
Camelback Wealth Strategies August 2007 - July 2008
Education
Grand Canyon University 2004 — 2007
BA, Finance
Kansas State University 2003 — 2004
Business
Dodge City High School
Frontier Wealth Management October 2014 - August 2015
Spectrum Wealth Advisors July 2008 - October 2014
Camelback Wealth Strategies August 2007 - July 2008
Education
Grand Canyon University 2004 — 2007
BA, Finance
Kansas State University 2003 — 2004
Business
Dodge City High School
Shannon Yarbrough Shannon Yarbrough's Frontier Wealth Management Experience August 2014 - Present
Job Client Service Specialist at Frontier Wealth Management
Industry Financial Services
Experience
Frontier Wealth Management August 2014 - Present
Yukon Wealth Management, Inc. October 2011 - August 2014
Think Big Partners, LLC May 2009 - May 2011
AG Edwards / Wachovia Securities / Wells Fargo Advisors September 2006 - May 2009
Legacy Financial Group July 2005 - May 2006
Smith Barney February 2001 - September 2004
Skills
Customer Service, Small Business, Series 65, Wealth Management, Strategic Financial..., Financial Planning, Investment Advisory, Administration, Supervisory Skills, Event Management, Microsoft Office, Excel, Word, PowerPoint, Quicken, QuickBooks, Finance, Microsoft Excel
Education
Missouri State University 1992 — 1996
BS, Accounting / Minor - CIS
Frontier Wealth Management August 2014 - Present
Yukon Wealth Management, Inc. October 2011 - August 2014
Think Big Partners, LLC May 2009 - May 2011
AG Edwards / Wachovia Securities / Wells Fargo Advisors September 2006 - May 2009
Legacy Financial Group July 2005 - May 2006
Smith Barney February 2001 - September 2004
Skills
Customer Service, Small Business, Series 65, Wealth Management, Strategic Financial..., Financial Planning, Investment Advisory, Administration, Supervisory Skills, Event Management, Microsoft Office, Excel, Word, PowerPoint, Quicken, QuickBooks, Finance, Microsoft Excel
Education
Missouri State University 1992 — 1996
BS, Accounting / Minor - CIS
Dustin Stralow's Frontier Wealth Management Experience April 2012 - November 2013
Job Dynamic, entrepreneurial professional with a proven track record of achievement and demonstrated success
Industry Consumer Services
Experience
Liberty Leasing Services June 2015 - August 2015
The Retirement Planning Group August 2014 - January 2015
Google Fiber March 2014 - August 2014
Frontier Wealth Management April 2012 - November 2013
Kansas State University Recreation Services June 2010 - December 2011
Lee Construction March 2008 - August 2008
Kansas State Bank August 2007 - March 2008
Skills
Retirement Planning, Strategic Financial..., Time Management, Estate Planning, Personal Finance, Investments, Integrity, Microsoft Office, Financial Planning, Interpersonal..., Portfolio Management, Investment Planning, Personal Tax Planning, Insurance Planning, Organization, Team Oriented, Highly Analytical, BLS CPR Certified, Customer Service, Customer Experience, Business Development, Account Management, Microsoft Excel, Fundraising, Human Resources, Leadership, Microsoft Word, Negotiation, Nonprofits, Public Speaking, Healthcare, Sales, Teamwork
Education
Kansas State University 2004 — 2011
Bachelor of Science, Personal Financial Planning
Liberty Leasing Services June 2015 - August 2015
The Retirement Planning Group August 2014 - January 2015
Google Fiber March 2014 - August 2014
Frontier Wealth Management April 2012 - November 2013
Kansas State University Recreation Services June 2010 - December 2011
Lee Construction March 2008 - August 2008
Kansas State Bank August 2007 - March 2008
Skills
Retirement Planning, Strategic Financial..., Time Management, Estate Planning, Personal Finance, Investments, Integrity, Microsoft Office, Financial Planning, Interpersonal..., Portfolio Management, Investment Planning, Personal Tax Planning, Insurance Planning, Organization, Team Oriented, Highly Analytical, BLS CPR Certified, Customer Service, Customer Experience, Business Development, Account Management, Microsoft Excel, Fundraising, Human Resources, Leadership, Microsoft Word, Negotiation, Nonprofits, Public Speaking, Healthcare, Sales, Teamwork
Education
Kansas State University 2004 — 2011
Bachelor of Science, Personal Financial Planning
Jennifer Hummel's Frontier Wealth Management Experience May 2011 - Present
Job Director at Frontier Wealth Management
Industry Financial Services
Experience
Frontier Wealth Management May 2011 - Present
The Retirement Planning Group June 2007 - May 2011
Education
The University of Kansas
Psychology
Frontier Wealth Management May 2011 - Present
The Retirement Planning Group June 2007 - May 2011
Education
The University of Kansas
Psychology
Deann (Shinkle) Mitchell Deann (Shinkle) Mitchell's Frontier Wealth Management Experience June 2013 - Present
Job Wealth Advisor | Women's Advocate | Proud MOM | LOGICAL | REASONED | PRAGMATIC
Industry Financial Services
Experience
Divorce Care Center August 2014 - Present
Frontier Wealth Management June 2013 - Present
Ameriprise Financial Services, Inc. January 2012 - June 2013
U.S. Bancorp Investment Inc November 2006 - January 2012
ING Financial Advisors January 1999 - October 2006
Aetna Financial Services February 1986 - January 1999
Skills
Estate Planning, Retirement Planning, Retirement, Financial Advisory, 401k, Wealth Management, Small Business, Securities, Investments, Finance, Portfolio Management, Financial Analysis, Series 7, Investment Strategies, Asset Allocation, Financial Planners, Wealth, Tax, Domestic Partner..., Strategic Financial..., 401k Rollovers, Financial Modeling, Strategic Planning, Certified Financial..., Investment Advisory, Personal Finance, Mutual Funds, IRAs, Wealth Management..., Financial Planning
Education
MidAmerica Nazarene University 2014 — 2015
Bachelor of Arts (B.A.), Applied Organizational Leadership
Institute for Divorce Financial Planning 2012 — 2012
CDFA, Divorce Financial Planning
Certified Financial Planner Board of Standards 2004 — 2005
Certified Financial Planner (CFP), Financial Planning
The American College 1998 — 2002
Chartered Financial Consultant (ChFC), Financial Planning
Divorce Care Center August 2014 - Present
Frontier Wealth Management June 2013 - Present
Ameriprise Financial Services, Inc. January 2012 - June 2013
U.S. Bancorp Investment Inc November 2006 - January 2012
ING Financial Advisors January 1999 - October 2006
Aetna Financial Services February 1986 - January 1999
Skills
Estate Planning, Retirement Planning, Retirement, Financial Advisory, 401k, Wealth Management, Small Business, Securities, Investments, Finance, Portfolio Management, Financial Analysis, Series 7, Investment Strategies, Asset Allocation, Financial Planners, Wealth, Tax, Domestic Partner..., Strategic Financial..., 401k Rollovers, Financial Modeling, Strategic Planning, Certified Financial..., Investment Advisory, Personal Finance, Mutual Funds, IRAs, Wealth Management..., Financial Planning
Education
MidAmerica Nazarene University 2014 — 2015
Bachelor of Arts (B.A.), Applied Organizational Leadership
Institute for Divorce Financial Planning 2012 — 2012
CDFA, Divorce Financial Planning
Certified Financial Planner Board of Standards 2004 — 2005
Certified Financial Planner (CFP), Financial Planning
The American College 1998 — 2002
Chartered Financial Consultant (ChFC), Financial Planning
Mischia Brown's Frontier Wealth Management Experience April 2012 - Present
Job Relationship Manager at Frontier Wealth Management
Industry Financial Services
Experience
Frontier Wealth Management April 2012 - Present
Haddad Financial Services August 2011 - April 2012
Kanakuk Kamps May 2008 - August 2009
Skills
Series 7 License, Series 66 License, Life, Accident and...
Education
The University of Kansas 2007 — 2011
Bachelor of Science, Finance
Cimba Study Abroad Program 2010 — 2010
Frontier Wealth Management April 2012 - Present
Haddad Financial Services August 2011 - April 2012
Kanakuk Kamps May 2008 - August 2009
Skills
Series 7 License, Series 66 License, Life, Accident and...
Education
The University of Kansas 2007 — 2011
Bachelor of Science, Finance
Cimba Study Abroad Program 2010 — 2010
Curtis Spackman, CPA Curtis Spackman, CPA's Frontier Wealth Management Experience June 2013 - Present
Job Comprehensive Personal Wealth Advisor
Industry Financial Services
Experience
Frontier Wealth Management June 2013 - Present
Deloitte & Touche September 2009 - May 2013
Miles 4 Smiles May 2007 - April 2009
Skills
Wealth Management, Financial Planning, Income Tax, Financial Advisory, Cash Flow Management, Retirement Planning, Insurance Planning, Estate Planning, Finance, Auditing, Financial Statements, US GAAP, Internal Controls, SEC filings, Big 4, Financial Reporting, Financial Accounting, Assurance
Education
University of Northern Colorado 2006 — 2009
B.S. Business, Finance, Accounting
Frontier Wealth Management June 2013 - Present
Deloitte & Touche September 2009 - May 2013
Miles 4 Smiles May 2007 - April 2009
Skills
Wealth Management, Financial Planning, Income Tax, Financial Advisory, Cash Flow Management, Retirement Planning, Insurance Planning, Estate Planning, Finance, Auditing, Financial Statements, US GAAP, Internal Controls, SEC filings, Big 4, Financial Reporting, Financial Accounting, Assurance
Education
University of Northern Colorado 2006 — 2009
B.S. Business, Finance, Accounting
David E. Baysinger David E. Baysinger's Frontier Wealth Management Experience January 2009 - Present
Job Senior Wealth Advisor at Frontier Wealth Management
Industry Financial Services
Experience
Frontier Wealth Management January 2009 - Present
The Milestone Group May 2005 - July 2008
Lutz & Company November 2002 - April 2005
Deloitte 1994 - 2002
Skills
CPA, CFP, Personal Financial..., Investment Management, Personal Income Tax...
Education
University of Nebraska-Lincoln 1992 — 1994
BSBA, MPA, Accounting
JEB Stuart HS
Frontier Wealth Management January 2009 - Present
The Milestone Group May 2005 - July 2008
Lutz & Company November 2002 - April 2005
Deloitte 1994 - 2002
Skills
CPA, CFP, Personal Financial..., Investment Management, Personal Income Tax...
Education
University of Nebraska-Lincoln 1992 — 1994
BSBA, MPA, Accounting
JEB Stuart HS
Shannon Nielsen's Frontier Wealth Management Experience September 2015 - Present
Job Client Services Specialist
Industry Financial Services
Experience
Frontier Wealth Management September 2015 - Present
Atherton Lane Advisers, LLC January 2012 - June 2015
Advent Software January 2011 - January 2012
Vantage Wealth Management October 2008 - January 2011
Skills
Investments, Mutual Funds, Financial Services, Customer Service, Life Insurance, Client Services, Customer Relations, Teamwork, Office Operations, Bloomberg BNA Tax..., FactSet
Education
University of Northern Colorado 1999 — 2004
BA, Communications and Journalism
Frontier Wealth Management September 2015 - Present
Atherton Lane Advisers, LLC January 2012 - June 2015
Advent Software January 2011 - January 2012
Vantage Wealth Management October 2008 - January 2011
Skills
Investments, Mutual Funds, Financial Services, Customer Service, Life Insurance, Client Services, Customer Relations, Teamwork, Office Operations, Bloomberg BNA Tax..., FactSet
Education
University of Northern Colorado 1999 — 2004
BA, Communications and Journalism
Aaron Anson Aaron Anson's Frontier Wealth Management Experience November 2013 - Present
Job Director of Operations at Frontier Wealth Management
Industry Financial Services
Experience
Frontier Wealth Management November 2013 - Present
Charles Schwab September 2011 - November 2013
Charles Schwab April 2007 - September 2011
Charles Schwab May 2006 - April 2007
Skills
Portfolio Management, CRM, Financial Services, Team Leadership, Investments, Asset Management, PortfolioCenter, Salesforce.com, Strategic Leadership, Staffing Models, Relationship Management, Project Management, Schwab Openview..., Financial Markets, Outsourcing, StrengthsFinder, Series 65, Management
Education
Avila University 2010 — 2012
MBA, Management
University of Central Missouri 2002 — 2006
Bachelor's, Finance
Frontier Wealth Management November 2013 - Present
Charles Schwab September 2011 - November 2013
Charles Schwab April 2007 - September 2011
Charles Schwab May 2006 - April 2007
Skills
Portfolio Management, CRM, Financial Services, Team Leadership, Investments, Asset Management, PortfolioCenter, Salesforce.com, Strategic Leadership, Staffing Models, Relationship Management, Project Management, Schwab Openview..., Financial Markets, Outsourcing, StrengthsFinder, Series 65, Management
Education
Avila University 2010 — 2012
MBA, Management
University of Central Missouri 2002 — 2006
Bachelor's, Finance
Chace Dillon Chace Dillon's Frontier Wealth Management Experience April 2015 - Present
Job Senior Wealth Advisor at Frontier Wealth Management
Industry Financial Services
Experience
Frontier Wealth Management April 2015 - Present
Aspen Atmos Adventures 2009 - Present
UBS August 2010 - April 2015
Aspen Skiing Company October 2006 - May 2010
Education
University of Colorado Boulder 2002 — 2006
Business, Finance, International Business
Frontier Wealth Management April 2015 - Present
Aspen Atmos Adventures 2009 - Present
UBS August 2010 - April 2015
Aspen Skiing Company October 2006 - May 2010
Education
University of Colorado Boulder 2002 — 2006
Business, Finance, International Business
Kelly Elsensohn Kelly Elsensohn's Frontier Wealth Management Experience January 2015 - Present
Job Senior Wealth Advisor at Frontier Wealth Management
Industry Financial Services
Experience
Frontier Wealth Management January 2015 - Present
CPFA, LLC September 2001 - December 2014
Deloitte June 1998 - November 2001
Education
University of Denver - Daniels College of Business 1993 — 1995
MT, Taxation
University of Idaho 1988 — 1993
BS, Accounting
Dimond High School
Frontier Wealth Management January 2015 - Present
CPFA, LLC September 2001 - December 2014
Deloitte June 1998 - November 2001
Education
University of Denver - Daniels College of Business 1993 — 1995
MT, Taxation
University of Idaho 1988 — 1993
BS, Accounting
Dimond High School
Cora Hawkins Cora Hawkins's Frontier Wealth Management Experience January 2012 - Present
Job Client Service Specialist
Industry Financial Services
Experience
Frontier Wealth Management January 2012 - Present
Dimensions Financial Group January 2002 - January 2012
Dougherty County School System March 1992 - May 1998
Marine Corps Logistics Base March 1991 - April 1992
Skills
Office Management, Customer Service, Microsoft Office, Microsoft Excel, Management, Outlook, Microsoft Word, PowerPoint, Data Entry, Accounts Payable, Accounts Receivable, Team Building, Event Planning, Community Outreach, Nonprofits, Public Speaking, Teaching, Fundraising
Education
Albany State University 1974 — 1979
Bachelor of Science (BS), Music Teacher Education
Albany High School 1970 — 1974
Frontier Wealth Management January 2012 - Present
Dimensions Financial Group January 2002 - January 2012
Dougherty County School System March 1992 - May 1998
Marine Corps Logistics Base March 1991 - April 1992
Skills
Office Management, Customer Service, Microsoft Office, Microsoft Excel, Management, Outlook, Microsoft Word, PowerPoint, Data Entry, Accounts Payable, Accounts Receivable, Team Building, Event Planning, Community Outreach, Nonprofits, Public Speaking, Teaching, Fundraising
Education
Albany State University 1974 — 1979
Bachelor of Science (BS), Music Teacher Education
Albany High School 1970 — 1974
Aaron Leatherwood, CFP, CPA, PFS Aaron Leatherwood, CFP, CPA, PFS's Frontier Wealth Management Experience January 2007 - Present
Job Wealth Advisor
Industry Financial Services
Experience
Frontier Wealth Management January 2007 - Present
College For Financial Planning 2014 - Present
Skills
Investment Man, Personal Financial..., Retirement Planning, Estate Planning, Estate & Gift Taxation, Income Tax
Education
College for Financial Planning 2011 — 2014
Master of Science (MS), Personal Financial Planning
University of Colorado Denver 2004 — 2008
Business Administration, Accounting
Dakota Ridge
Frontier Wealth Management January 2007 - Present
College For Financial Planning 2014 - Present
Skills
Investment Man, Personal Financial..., Retirement Planning, Estate Planning, Estate & Gift Taxation, Income Tax
Education
College for Financial Planning 2011 — 2014
Master of Science (MS), Personal Financial Planning
University of Colorado Denver 2004 — 2008
Business Administration, Accounting
Dakota Ridge
Rob Hagg's Frontier Wealth Management Experience August 2009 - November 2009
Job
Industry Financial Services
Experience
CreativeOne January 2014 - Present
Creative Marketing International Corporation October 2013 - January 2014
Frontier Wealth Management/Frontier Insurance November 2009 - September 2013
Frontier Wealth Management August 2009 - November 2009
New York Life Insurance Company April 2003 - August 2009
Skills
Life Insurance, Strategic Financial..., Wealth Management, Financial Services, Leadership, Insurance, Strategic Partnerships, Investments, Portfolio Management, Investment Management, Retirement Planning, Risk Management, Finance, Contract Negotiation, Contract Management, Consulting for hedge..., Advises producers..., Talent development and..., Ultra-affluent client..., Techniques to approach..., Comprehensive asset..., Implementing charitable..., Complex family and..., Employer funded..., Estate Planning, Financial Planning, Fixed Annuities, Sales
Education
Rockhurst University 2006 — 2009
MBA
The University of Kansas 1998 — 2002
BS, Business Communications
Fremd 1994 — 1998
General
CreativeOne January 2014 - Present
Creative Marketing International Corporation October 2013 - January 2014
Frontier Wealth Management/Frontier Insurance November 2009 - September 2013
Frontier Wealth Management August 2009 - November 2009
New York Life Insurance Company April 2003 - August 2009
Skills
Life Insurance, Strategic Financial..., Wealth Management, Financial Services, Leadership, Insurance, Strategic Partnerships, Investments, Portfolio Management, Investment Management, Retirement Planning, Risk Management, Finance, Contract Negotiation, Contract Management, Consulting for hedge..., Advises producers..., Talent development and..., Ultra-affluent client..., Techniques to approach..., Comprehensive asset..., Implementing charitable..., Complex family and..., Employer funded..., Estate Planning, Financial Planning, Fixed Annuities, Sales
Education
Rockhurst University 2006 — 2009
MBA
The University of Kansas 1998 — 2002
BS, Business Communications
Fremd 1994 — 1998
General
David K. Neal's Frontier Wealth Management Experience April 2015 - Present
Job Sr. Wealth Advisor
Industry Financial Services
Experience
Frontier Wealth Management April 2015 - Present
UBS May 2000 - Present
Education
Saint Louis University - John Cook School of Business 1995 — 1997
Masters of Management Sciences, Business
University of Kansas 1990 — 1995
Bachelor of Science (BS), Sports Management
Hutch High 1986 — 1990
Frontier Wealth Management April 2015 - Present
UBS May 2000 - Present
Education
Saint Louis University - John Cook School of Business 1995 — 1997
Masters of Management Sciences, Business
University of Kansas 1990 — 1995
Bachelor of Science (BS), Sports Management
Hutch High 1986 — 1990
Blake Greenfield Blake Greenfield's Frontier Wealth Management Experience August 2014 - Present
Job Advisor Support Specialist at Frontier Wealth Management
Industry Banking
Experience
Frontier Wealth Management August 2014 - Present
Schwab Performance Technologies June 2013 - August 2014
Landmark National Bank May 2012 - July 2013
Skills
Financial Services
Education
Baker University 2011 — 2013
Bachelor of Arts (BA), Economics
Johnson County Community College 2009 — 2011
Frontier Wealth Management August 2014 - Present
Schwab Performance Technologies June 2013 - August 2014
Landmark National Bank May 2012 - July 2013
Skills
Financial Services
Education
Baker University 2011 — 2013
Bachelor of Arts (BA), Economics
Johnson County Community College 2009 — 2011
Cory Lagerstrom's Frontier Wealth Management Experience August 2007 - December 2013
Job Private Investor
Industry Financial Services
Experience
Private Investor January 2007 - Present
Frontier Wealth Management August 2007 - December 2013
Skills
Alternative Investments, Asset Managment, Asset Management, Contract Negotiation, Due Diligence, Estate Planning, Financial Modeling, Insurance, Investments, Financial Analysis, Mergers, New Business Development, Private Equity, Entrepreneurship, Equities, Long Term Care Insurance, Marketing Strategy, Mergers, Mutual Funds, Portfolio Management, Retirement Planning, Risk Management, Sales Management, Start-ups, Strategic Financial..., Strategic Planning, Wealth Management, Mergers & Acquisitions
Education
University of Kansas - Graduate School of Business 1995 — 1997
The University of Kansas 1990 — 1997
University of Kansas School of Law 1990 — 1997
History, Law, MBA
Private Investor January 2007 - Present
Frontier Wealth Management August 2007 - December 2013
Skills
Alternative Investments, Asset Managment, Asset Management, Contract Negotiation, Due Diligence, Estate Planning, Financial Modeling, Insurance, Investments, Financial Analysis, Mergers, New Business Development, Private Equity, Entrepreneurship, Equities, Long Term Care Insurance, Marketing Strategy, Mergers, Mutual Funds, Portfolio Management, Retirement Planning, Risk Management, Sales Management, Start-ups, Strategic Financial..., Strategic Planning, Wealth Management, Mergers & Acquisitions
Education
University of Kansas - Graduate School of Business 1995 — 1997
The University of Kansas 1990 — 1997
University of Kansas School of Law 1990 — 1997
History, Law, MBA
Clay Hartman's Frontier Wealth Management Experience November 2008 - Present
Job Financial Planning and Wealth Management
Industry Capital Markets
Experience
Five Elms Capital November 2008 - Present
Frontier Wealth Management November 2008 - Present
Education
The University of Kansas 1993 — 1997
BS, Business Administration
Rockhurst High School 1989 — 1993
Five Elms Capital November 2008 - Present
Frontier Wealth Management November 2008 - Present
Education
The University of Kansas 1993 — 1997
BS, Business Administration
Rockhurst High School 1989 — 1993
Brian Glick's Frontier Wealth Management Experience December 2010 - January 2012
Job Development Manager at Colonial Life
Industry Insurance
Experience
Colonial Life October 2014 - Present
Twelve 3 Marketing March 2013 - Present
Fire Engine Design Studio March 2014 - September 2014
HighPointe Financial Group, LLC January 2012 - February 2013
Frontier Wealth Management December 2010 - January 2012
Northwestern Mutual March 2007 - December 2010
Trammell Crow Company January 2006 - March 2007
CBIZ February 2003 - January 2006
Dallas Mavericks 2001 - 2003
Skills
Marketing, Social Media, Advertising, Social Media Marketing, Event Planning, Marketing Communications, Account Management, Sales, Public Relations, Marketing Strategy, Strategic Planning, Public Speaking, Email Marketing, Copywriting, Microsoft Office, Insurance, Market Research, Social Networking, Facebook, Direct Marketing, Digital Marketing, Management, Business Development, CRM, Entrepreneurship, Cold Calling, Leadership, Training, Customer Service, Sales Management, Team Building, New Business Development, Relationship Building
Education
University of Missouri-Columbia 1997 — 2001
Bachelor of Journalism, Advertising
Monash University 2000 — 2000
Jesuit 1993 — 1997
St. Marks 1991 — 1993
Greenhill 1982 — 1991
Colonial Life October 2014 - Present
Twelve 3 Marketing March 2013 - Present
Fire Engine Design Studio March 2014 - September 2014
HighPointe Financial Group, LLC January 2012 - February 2013
Frontier Wealth Management December 2010 - January 2012
Northwestern Mutual March 2007 - December 2010
Trammell Crow Company January 2006 - March 2007
CBIZ February 2003 - January 2006
Dallas Mavericks 2001 - 2003
Skills
Marketing, Social Media, Advertising, Social Media Marketing, Event Planning, Marketing Communications, Account Management, Sales, Public Relations, Marketing Strategy, Strategic Planning, Public Speaking, Email Marketing, Copywriting, Microsoft Office, Insurance, Market Research, Social Networking, Facebook, Direct Marketing, Digital Marketing, Management, Business Development, CRM, Entrepreneurship, Cold Calling, Leadership, Training, Customer Service, Sales Management, Team Building, New Business Development, Relationship Building
Education
University of Missouri-Columbia 1997 — 2001
Bachelor of Journalism, Advertising
Monash University 2000 — 2000
Jesuit 1993 — 1997
St. Marks 1991 — 1993
Greenhill 1982 — 1991
Nick Blasi's Frontier Wealth Management Experience November 2009 - Present
Job CEO at Frontier Wealth Management
Industry Financial Services
Experience
Frontier Wealth Management November 2009 - Present
Frontline Development, LLC August 2007 - Present
Education
The University of Kansas
Frontier Wealth Management November 2009 - Present
Frontline Development, LLC August 2007 - Present
Education
The University of Kansas
Shawn Sokolosky's Frontier Wealth Management Experience July 2011 - Present
Job Senior Team Leader at Frontier Wealth Management
Industry Financial Services
Experience
Frontier Wealth Management July 2011 - Present
Skills
Insurance, Social Media Marketing, Risk Management, Sales, Microsoft Office, New Business Development, Financial Modeling, Marketing Strategy, Customer Service, Strategic Planning, Retail, Inventory Management, Sales Management, Cross-functional Team..., Management, Marketing, Business Strategy, Team Building, Contract Negotiation, Leadership, Business Development, Negotiation, Forecasting
Education
Kansas State University 1989 — 1992
Bachelor of Business Administration (BBA)
Frontier Wealth Management July 2011 - Present
Skills
Insurance, Social Media Marketing, Risk Management, Sales, Microsoft Office, New Business Development, Financial Modeling, Marketing Strategy, Customer Service, Strategic Planning, Retail, Inventory Management, Sales Management, Cross-functional Team..., Management, Marketing, Business Strategy, Team Building, Contract Negotiation, Leadership, Business Development, Negotiation, Forecasting
Education
Kansas State University 1989 — 1992
Bachelor of Business Administration (BBA)
Brandon Sifers's Frontier Wealth Management Experience January 2013 - Present
Job CFO at Frontier Wealth Management
Industry Financial Services
Experience
Frontier Wealth Management January 2013 - Present
Frontline Development, LLC October 2009 - Present
Education
University of Missouri-Kansas City School of Law 2004 — 2007
Juris Doctorate
The University of Kansas 2000 — 2004
BA, Accounting, Business, Finance
Frontier Wealth Management January 2013 - Present
Frontline Development, LLC October 2009 - Present
Education
University of Missouri-Kansas City School of Law 2004 — 2007
Juris Doctorate
The University of Kansas 2000 — 2004
BA, Accounting, Business, Finance
Alex Peak's Frontier Wealth Management Experience January 2014 - Present
Job Marketing + Communications Specialist at Frontier Wealth Management
Industry Marketing and Advertising
Experience
Frontier Wealth Management January 2014 - Present
Kansas City Metropolitan Bar Association March 2012 - January 2014
K-Stater magazine 2006 - 2013
BankNews Publications October 2008 - December 2011
Ketchum Directory Advertising May 2008 - October 2008
Kansas State Collegian January 2005 - May 2008
Skills
Journalism, Advertising, Editing, Writing, Graphic Design, Public Relations, Social Media, Copy Editing, Copywriting, Event Planning, Newsletters, Social Media Marketing, AP Style, Marketing, Blogging, Storytelling, Photography, Media Relations, Facebook, News Writing, Web Content, Creative Writing, Feature Articles, Editorial
Education
Kansas State University 2003 — 2008
BA, Print journalism, advertising, French and international studies
Frontier Wealth Management January 2014 - Present
Kansas City Metropolitan Bar Association March 2012 - January 2014
K-Stater magazine 2006 - 2013
BankNews Publications October 2008 - December 2011
Ketchum Directory Advertising May 2008 - October 2008
Kansas State Collegian January 2005 - May 2008
Skills
Journalism, Advertising, Editing, Writing, Graphic Design, Public Relations, Social Media, Copy Editing, Copywriting, Event Planning, Newsletters, Social Media Marketing, AP Style, Marketing, Blogging, Storytelling, Photography, Media Relations, Facebook, News Writing, Web Content, Creative Writing, Feature Articles, Editorial
Education
Kansas State University 2003 — 2008
BA, Print journalism, advertising, French and international studies
Sharon Gaspar's Frontier Wealth Management Experience Administrative Executive AssistantLPL FinanicalJune 2008 - June 2014
Job Client Service Specialist at Frontier Wealth Management
Industry Financial Services
Experience
Frontier Wealth Management Administrative Executive AssistantLPL FinanicalJune 2008 - June 2014
Education
Illinois Valley Community College
AS Business Administration & Accounting Certificate, Business Administration
Frontier Wealth Management Administrative Executive AssistantLPL FinanicalJune 2008 - June 2014
Education
Illinois Valley Community College
AS Business Administration & Accounting Certificate, Business Administration