Grace Advisory Group
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Grace Advisory Group Employees
Grace Advisory Group December 2014 - Present
Durty Kurty Compound LLC 2013 - Present
Dillards July 2014 - August 2014
Skills
Customer Service, Management, Sales, Entrepreneurship, Microsoft Office, Business Planning, Small Business, Leadership, Team Building, Sales Management, Microsoft Excel, Finance, Microsoft Word, Research
Education
Florida Gulf Coast University 2010 — 2014
Bachelor of Science (B.S.), Finance
Grace Capital Management Group February 2013 - Present
Grace Advisory Group November 2011 - February 2013
Retired January 2009 - November 2011
Morgan Stanley November 2001 - January 2009
Merrill Lynch October 1998 - November 2001
Prudential Financial October 1993 - October 1998
Alcoa September 1988 - October 1993
US Army June 1982 - September 1988
Skills
Finance, Mutual Funds, Portfolio Management, Securities, Investments, Equities, Asset Management, Hedge Funds, Wealth Management, Fixed Income, Retirement Planning, Insurance, Wealth Management..., Financial Risk, Retirement, Small Business, Strategic Planning, Financial Planning
Education
Ashford University
Florida Institute of Technology
The University of Texas at Arlington
Grace Advisory Group November 2011 - Present
Avenue Capital Management, LLC 2007 - November 2011
MetLife Financial Services 2007 - 2009
First National Bank of Florida 2001 - 2006
Skills
Financial Services, Investments, Finance, Financial Advisory, Wealth Management, Leadership, Strategy, Risk Management, Estate Planning, Management, High Net Worth..., Retirement Planning, Wealth, Insurance, Financial Planning
Education
Florida SouthWestern State College 1998 — 2015
Self-employed January 2014 - June 2014
Grace Advisory Group August 2009 - January 2014
Lee Memorial Health System 2001 - 2007
Southern Maine Medical Center September 1990 - September 2000
UNUM Corporation February 1975 - February 1990
Skills
Public Relations, Customer Service, Marketing, Advertising, Event Planning, Social Media Marketing, Marketing Strategy, Customer Satisfaction, Marketing Communications, Event Management, Facebook, Press Releases, Social Networking
Education
University of Maine 1970 — 1974
B.A.
Grace Advisory Group December 2012 - Present
Gartner June 2012 - December 2012
Florida Gulf Coast University February 2011 - June 2012
Island Executive Suites June 2008 - August 2009
Skills
Data Analysis, Market Research, Marketing Research, Event Planning, Marketing, Marketing Strategy, Social Media Marketing, Facebook, Social Media, Event Management, Advertising, Public Relations, Microsoft Excel, Social Networking, CRM
Education
Florida Gulf Coast University 2008 — 2012
Bachelor of Science (B.S.), Marketing/ Advertising
Grace Advisory Group September 2012 - Present
Wealth Protection Strategies January 2011 - April 2012
Kerkering, Barberio & Co January 2009 - June 2010
The Colony Group May 2006 - December 2008
Swope, Lamberson & Charbonneau, PA 1998 - 2006
Kittell, Branagan & Sargent, CPA's 1996 - 1998
Skills
Strategic Financial..., Tax, Cash Flow, Estate Planning, Accounting, Wealth Management, Tax Preparation, Financial Planners, Income Tax, Investments, Corporate Tax, Finance, Financial Reporting, QuickBooks, Financial Analysis, Budgets, Retirement Planning, Internal Controls, General Ledger, Financial Accounting, Small Business, Auditing, Risk Management, Financial Modeling, Financial Planning
Education
University of Vermont 1987 — 1990
BS, Business Administration/Accounting
Florida Gulf Coast University
Fifth Year Graduate Studies
Grace Advisory Group December 2014 - June 2015
PNC September 2013 - December 2014
Morgan Stanley July 2011 - August 2013
Rainwater Capital Partners July 2010 - July 2011
Merrill Lynch July 1991 - April 2007
Education
Brigham Young University
San Jose State University
Cerro Coso Community College
Grace Advisory Group August 2015 - Present
Grace Advisory Group July 2014 - August 2015
Chemung Canal Trust Company April 2011 - August 2013
Pixel Head, Inc January 2000 - December 2009
Corning Community College January 2005 - January 2009
Palmer/Cosmopulos/Palmer June 1991 - December 1999
McCann Erickson September 1989 - September 1991
DMB&B September 1988 - September 1989
BBDO September 1986 - September 1988
Cosmopulos Crowley and Daily 1986 - 1987
Skills
Graphic Design, Web Design, Social Media Marketing, Copywriting, Advertising, Marketing Strategy, Internal Communications, Social Media, Adobe Creative Suite, landscape painting, InDesign, Fine Art, Public Speaking, Radio Advertising, television advertising, Marketing Communications, Creative Direction, Project Management, Client Development, New Business Development, Portrait Painting, Teacher: Oil Painting, Employee Management, Landscape Painting, Copy Editing, Painting, Art, Illustration, Photoshop, Photography, Brand Development, Marketing, Digital Illustration, Visual Arts, Writing, Editing, Creative Writing, Blogging, Oil Painting, Direct Mail, Newsletters, Illustrator, Public Relations, Creative Strategy, Corporate Branding, Media Relations
Education
Parsons School of Design 1980 — 1983
BFA, Illustration
Mohawk Valley Community College 1978 — 1980
AAS, Advertising Design
Syracuse University 1986 — 1987
Advertising Design
Grace Advisory Group July 2015 - Present
InterActive Marketing Studios February 2015 - Present
Fort Myers Communications February 2009 - February 2015
White House Black Market October 2014 - January 2015
Synergy Networks March 2014 - October 2014
Impulse Creative February 2013 - February 2014
HD PR Group 2009 - February 2013
PTH USA, Inc. January 2003 - July 2009
Skills
Advertising, Copywriting, Social Media Marketing, Social Networking, Online Marketing, Email Marketing, Newsletters, Public Relations, Marketing, Marketing Strategy, Press Releases, Web Marketing, Facebook, Branding & Identity, Graphic Design, Event Management, Website Development, Strategic Planning, Marketing Communications, Brand Development, Web Design, Online Advertising, New Business Development, Strategic Communications, Corporate Communications, Fundraising, Media Relations, Social Media, Brochures, Non-profits, Market Research, Community Development, Creative Direction, Nonprofits, Community Relations, Editing, Promotions, Search Engine..., Pay-Per-Click Online..., Digital Marketing, Project Management, Marketing Automation, Marketing Production, Online Lead Generation, Customer Relationship..., CRM Systems, Remarketing, Account Management, Blogging, Lead Generation
Education
Florida Gulf Coast University 2005 — 2010
Marketing, Business, Communications, graduated Cum Laude
Humboldt University of Berlin 1992 — 1994
Typography, Art, Design
Grace Advisory Group February 2012 - July 2015
Bonita Springs Area Chamber of Commerce July 2009 - November 2010
Moore & Scarry Advertising November 2007 - June 2009
Skills
Logo Design, Illustrator, Graphic Design, Music, Web Design, Marketing, SEO, Online Marketing, Brand Development, Email Marketing, Advertising, Marketing Strategy
Education
Florida Gulf Coast University 2001 — 2006
B.A., Marketing / Communication
Grace Advisory Group November 2012 - Present
Gibraltar Private Bank & Trust June 2011 - April 2012
Summer Escape Home Care Services April 2008 - January 2012
Goede & Adamczyk November 2010 - May 2011
Becker & Poliakoff, P.A. January 2009 - November 2010
Gibraltar Private Bank & Trust May 2007 - November 2008
Visual Services, Inc. September 1994 - April 2001
PMH Caramanning September 1989 - September 1994
Skills
Highly Detailed, Organization &..., Process Improvement, Superior Client Service, Friendly Personality, Professional Experience, Patience, Customer Support, Team-oriented, Management, Marketing, Sales, Advertising, Customer Service, Social Networking, Event Planning
Education
Andover High School 2015 — 2019
Central Michigan University 1985 — 1989
Bachelor of Arts (B.A.), German/Marketing
Andover High School 1983 — 1985
Waterstone Financial October 2012 - Present
Grace Advisory Group October 2010 - October 2012
Private Capital Management Ltd June 2003 - January 2008
Morgan Stanley Smith Barney July 1991 - June 2003
Skills
PowerPoint, Research, Windows, Securities, Mutual Funds, Project Management, Asset Allocation, Financial Analysis, Event Planning, Wealth Management, Public Speaking
Education
Saginaw Valley State University