Grace Advisory Group

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Grace Advisory Group Employees

Employee
Years
Job
Industry
Kurt Traulsen Kurt Traulsen Cape Coral, Florida Details
Kurt Traulsen's Grace Advisory Group Experience December 2014 - Present
Job Florida Gulf Coast University
Industry Financial Services
Experience
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

Charles J. Brock II Charles J. Brock II Fort Myers, Florida Details
Charles J. Brock II's Grace Advisory Group Experience November 2011 - February 2013
Job Managing Partner, Grace Capital Management Group
Industry Investment Management
Experience
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

W. Dean Burdette W. Dean Burdette Naples, Florida Area Details
W. Dean Burdette's Grace Advisory Group Experience November 2011 - Present
Job Vice President at Grace Advisory Group
Industry Financial Services
Experience
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

Judith Nedeau Judith Nedeau Fort Myers, Florida Area Details
Judith Nedeau's Grace Advisory Group Experience August 2009 - January 2014
Job Semiretired
Industry Public Relations and Communications
Experience
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.

Anna Radliff Anna Radliff Estero, Florida Details
Anna Radliff's Grace Advisory Group Experience December 2012 - Present
Job Marketing Coordinator at Grace Advisory Group
Industry Higher Education
Experience
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

Cheryl Charbonneau, CPA, CFP Cheryl Charbonneau, CPA, CFP Fort Myers, Florida Details
Cheryl Charbonneau, CPA, CFP's Grace Advisory Group Experience September 2012 - Present
Job Controller/Tax Operations Manager at Grace Advisory Group
Industry Accounting
Experience
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

John R. Kinkead John R. Kinkead Sarasota, Florida Details
John R. Kinkead's Grace Advisory Group Experience December 2014 - June 2015
Job Retirement Planning at Grace Advisory
Industry Investment Management
Experience
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

Craig Palmer Craig Palmer Sarasota, Florida Details
Craig Palmer's Grace Advisory Group Experience August 2015 - Present
Job Financial Advisor at Grace Advisory Group
Industry Financial Services
Experience
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

Giulia Ramsey Giulia Ramsey Fort Myers, Florida Area Details
Giulia Ramsey's Grace Advisory Group Experience July 2015 - Present
Job Marketing Associate at Grace Advisory Group
Industry Marketing and Advertising
Experience
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

Ryan Uhler Ryan Uhler Cape Coral, Florida Details
Ryan Uhler's Grace Advisory Group Experience February 2012 - July 2015
Job Marketing Specialist
Industry Graphic Design
Experience
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

Claudine Pletcher Claudine Pletcher Palm Coast, Florida Details
Claudine Pletcher's Grace Advisory Group Experience November 2012 - Present
Job Client Service Specialist at Grace Advisory Group
Industry Financial Services
Experience
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

Colleen Freedman Colleen Freedman Naples, Florida Area Details
Colleen Freedman's Grace Advisory Group Experience October 2010 - October 2012
Job Client Service at Waterstone Financial
Industry Financial Services
Experience
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