Horizon Investments
Industry: Company
DescriptionFounded: 1995 Parent organization: Horizon Bancorp (IN) Subsidiary: Horizon Properties, Inc.
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Horizon Investments Employees
Employee
Years
Job
Industry
Anne Comer, CPA/PFS, AIFA® Anne Comer, CPA/PFS, AIFA®'s Horizon Investments Experience January 2015 - Present
Job Director Institutional Consulting at Horizon Investments
Industry Investment Management
Experience
Horizon Investments January 2015 - Present
Presidium Retirement Advisers, Inc. September 2005 - Present
Anne Comer, CPA December 2001 - August 2009
Community Trust of the Southeast May 2003 - August 2005
McGladrey & Pullen January 2001 - November 2001
Gaston Day School August 1975 - June 1986
BASF September 1971 - December 1973
Skills
Fiduciary, CPA, PFS, ERISA, 401k, 403 b, 457 Plans, Defined Benefit, Portfolio Management, Investment Advisory, Mutual Funds, Finance, Tax, Investments, AIFA, CEFEX Certification, Dalbar Registered...
Education
Queens University McColl School of Business 1998 — 2002
MBA, Masters of Business Administration
University of North Carolina at Chapel Hill 1969 — 1971
BS, Chemistry
Horizon Investments January 2015 - Present
Presidium Retirement Advisers, Inc. September 2005 - Present
Anne Comer, CPA December 2001 - August 2009
Community Trust of the Southeast May 2003 - August 2005
McGladrey & Pullen January 2001 - November 2001
Gaston Day School August 1975 - June 1986
BASF September 1971 - December 1973
Skills
Fiduciary, CPA, PFS, ERISA, 401k, 403 b, 457 Plans, Defined Benefit, Portfolio Management, Investment Advisory, Mutual Funds, Finance, Tax, Investments, AIFA, CEFEX Certification, Dalbar Registered...
Education
Queens University McColl School of Business 1998 — 2002
MBA, Masters of Business Administration
University of North Carolina at Chapel Hill 1969 — 1971
BS, Chemistry
Sandranne Benson Sandranne Benson's Horizon Investments Experience 1991 - Present
Job Owner, Broker at Horizon Investments, Real Estate, and Finance
Industry Financial Services
Experience
Horizon Investments, Real Estate, and Finance January 1991 - Present
Horizon Investments 1991 - Present
Education
Elmhurst College 1961 — 1967
Bachelor of Arts (B.A.), Law
Elmhurst College
Bachelor of Arts (B.A.)
Horizon Investments, Real Estate, and Finance January 1991 - Present
Horizon Investments 1991 - Present
Education
Elmhurst College 1961 — 1967
Bachelor of Arts (B.A.), Law
Elmhurst College
Bachelor of Arts (B.A.)
William Jones Jr William Jones Jr's Horizon Investments Experience January 2012 - December 2014
Job Wealth Management Advisor at Jones Investments
Industry Investment Management
Experience
Jones Investments January 2015 - Present
Horizon Investments January 2012 - December 2014
Wells Fargo June 2007 - January 2012
Skills
Investment Strategies, Asset Allocation, Mutual Funds, Wealth Management, Investments, Portfolio Management, Financial Analysis, Retirement Planning, 401k, Series 63, Asset Management, Equities, Fixed Income, Series 6, Alternative Investments, Financial Modeling, Series 65
Education
University of South Carolina-Columbia 2003 — 2007
Bachelor of Science (BS), Finance, General
Jones Investments January 2015 - Present
Horizon Investments January 2012 - December 2014
Wells Fargo June 2007 - January 2012
Skills
Investment Strategies, Asset Allocation, Mutual Funds, Wealth Management, Investments, Portfolio Management, Financial Analysis, Retirement Planning, 401k, Series 63, Asset Management, Equities, Fixed Income, Series 6, Alternative Investments, Financial Modeling, Series 65
Education
University of South Carolina-Columbia 2003 — 2007
Bachelor of Science (BS), Finance, General
Laura Holby's Horizon Investments Experience January 2008 - June 2008
Job Community Engagement/Relations at Novant Health
Industry Hospital & Health Care
Experience
Novant Health April 2014 - Present
Novant Health November 2013 - April 2014
Allegacy Federal Credit Union August 2012 - October 2013
Allegacy Federal Credit Union June 2010 - September 2012
Horizon Investments January 2008 - June 2008
Chick-fil-A June 2007 - January 2008
Skills
Customer Service, Business Development, Sales, Banking, Event Planning, Financial Services, Consumer Lending, Finance, Credit, Team Building, Training, Public Speaking, Networking, Strategic Planning, Marketing, Social Media, Leadership, Project Planning
Education
University of North Carolina at Charlotte - Belk College of Business 2006 — 2010
B.S.B.A., Marketing
Novant Health April 2014 - Present
Novant Health November 2013 - April 2014
Allegacy Federal Credit Union August 2012 - October 2013
Allegacy Federal Credit Union June 2010 - September 2012
Horizon Investments January 2008 - June 2008
Chick-fil-A June 2007 - January 2008
Skills
Customer Service, Business Development, Sales, Banking, Event Planning, Financial Services, Consumer Lending, Finance, Credit, Team Building, Training, Public Speaking, Networking, Strategic Planning, Marketing, Social Media, Leadership, Project Planning
Education
University of North Carolina at Charlotte - Belk College of Business 2006 — 2010
B.S.B.A., Marketing
Kim Hardman Kim Hardman's Horizon Investments Experience March 2014 - Present
Job Advisor Sales Associate at Horizon Investments
Industry Investment Management
Experience
Horizon Investments March 2014 - Present
Horizon Investments January 2014 - March 2014
UBS June 2012 - August 2012
The Focus Group June 2011 - August 2011
Skills
Investments, Financial Advisory, Financial Analysis, Mutual Funds, Morningstar Direct, Bloomberg Terminal, Market Research, Data Analysis, Finance, Microsoft Office, Microsoft Excel
Education
Furman University 2009 — 2013
Bachelor's Degree, Business Administration
Consortium Institute of Management and Business Administration (CIMBA) 2011 — 2011
Business Management
Durham Academy 2005 — 2009
High School
Horizon Investments March 2014 - Present
Horizon Investments January 2014 - March 2014
UBS June 2012 - August 2012
The Focus Group June 2011 - August 2011
Skills
Investments, Financial Advisory, Financial Analysis, Mutual Funds, Morningstar Direct, Bloomberg Terminal, Market Research, Data Analysis, Finance, Microsoft Office, Microsoft Excel
Education
Furman University 2009 — 2013
Bachelor's Degree, Business Administration
Consortium Institute of Management and Business Administration (CIMBA) 2011 — 2011
Business Management
Durham Academy 2005 — 2009
High School
WIlliam Breen WIlliam Breen's Horizon Investments Experience
Job
Industry Investment Management
Experience
Horizon Investments
Skills
Financial Modeling, Investment Strategies, Statistics, Investments, Strategic Planning, Wealth Management, Mutual Funds, Asset Allocation, Research, Microsoft Office, Business Strategy, Financial Advisory, Financial Services, Economics, Private Equity, 401k, Strategy, Mergers & Acquisitions, Financial Analysis, Management, Alternative Investments
Education
Cornell University 1960 — 1964
Doctor of Philosophy (PhD), Econometrics
Ripon College 1955 — 1959
Bachelor's degree, economics, mathematics
Horizon Investments
Skills
Financial Modeling, Investment Strategies, Statistics, Investments, Strategic Planning, Wealth Management, Mutual Funds, Asset Allocation, Research, Microsoft Office, Business Strategy, Financial Advisory, Financial Services, Economics, Private Equity, 401k, Strategy, Mergers & Acquisitions, Financial Analysis, Management, Alternative Investments
Education
Cornell University 1960 — 1964
Doctor of Philosophy (PhD), Econometrics
Ripon College 1955 — 1959
Bachelor's degree, economics, mathematics
Mark Weathers Mark Weathers's Horizon Investments Experience 2006 - 2008
Job Venture Capitalist at Mark's Marketing and Remarketing
Industry Entertainment
Experience
Mark's Marketing and Remarketing June 2008 - Present
ESPN 2005 - 2009
NFL Network September 2007 - June 2008
Industry Nexus May 2005 - January 2008
Horizon Investments 2006 - 2008
Executive Assistant 2006 - 2007
Clippers 2006 - 2007
Ehline Law 2006 - 2007
MTV 2006 - 2007
Fox 2005 - 2006
Skills
Video Production, Public Relations, Marketing, Post Production, Television, Entertainment, New Media, Film Production, Digital Media, Film, Final Cut Pro, Producing, Social Media, Video, Broadcast, Screenwriting, Social Media Marketing, Content Strategy, Digital Strategy, Social Networking, Thinking Outside The Box
Education
University of Florida - Warrington College of Business Administration 2001 — 2005
Mark's Marketing and Remarketing June 2008 - Present
ESPN 2005 - 2009
NFL Network September 2007 - June 2008
Industry Nexus May 2005 - January 2008
Horizon Investments 2006 - 2008
Executive Assistant 2006 - 2007
Clippers 2006 - 2007
Ehline Law 2006 - 2007
MTV 2006 - 2007
Fox 2005 - 2006
Skills
Video Production, Public Relations, Marketing, Post Production, Television, Entertainment, New Media, Film Production, Digital Media, Film, Final Cut Pro, Producing, Social Media, Video, Broadcast, Screenwriting, Social Media Marketing, Content Strategy, Digital Strategy, Social Networking, Thinking Outside The Box
Education
University of Florida - Warrington College of Business Administration 2001 — 2005
Scott Ladner Scott Ladner's Horizon Investments Experience January 2010 - Present
Job MD, Head of Quantitative & Alternative Strategies, Horizon Investments
Industry Financial Services
Experience
Horizon Investments January 2010 - Present
Principal Guard, LLC January 2006 - Present
Charlotte Global Advisors March 2006 - December 2009
Peak6 May 2005 - March 2006
Wachovia May 2004 - March 2005
First Union June 1998 - February 2004
Skills
Portfolio Management, Fixed Income, Options, Equities, Mutual Funds, Investments, Equity Derivatives, Asset Management, Bonds, ETFs, Investment Management
Education
University of North Carolina at Chapel Hill 1994 — 1998
BA, Economics, Russian Lang/Lit
Horizon Investments January 2010 - Present
Principal Guard, LLC January 2006 - Present
Charlotte Global Advisors March 2006 - December 2009
Peak6 May 2005 - March 2006
Wachovia May 2004 - March 2005
First Union June 1998 - February 2004
Skills
Portfolio Management, Fixed Income, Options, Equities, Mutual Funds, Investments, Equity Derivatives, Asset Management, Bonds, ETFs, Investment Management
Education
University of North Carolina at Chapel Hill 1994 — 1998
BA, Economics, Russian Lang/Lit
Adrinne Beaver's Horizon Investments Experience August 2015 - Present
Job Marketing Professional
Industry Marketing and Advertising
Experience
Horizon Investments August 2015 - Present
Lake Norman Tennis Association June 2014 - August 2014
Visit Lake Norman - Lake Norman Convention and Visitors Bureau January 2013 - August 2014
Coach November 2012 - October 2013
Visit Lake Norman - Lake Norman Convention and Visitors Bureau January 2012 - January 2013
Skills
Event Planning, Social Media, PowerPoint, Microsoft Office, Public Speaking, Microsoft Word, Facebook, Event Management, Interpersonal Skill, Teamwork, Marketing, Social Media Marketing, Microsoft Excel, Research, Customer Service, Data Analysis, Sales Leads, Internet Leads, Graphic Design, Web Design, Sales
Education
University of North Carolina at Charlotte 2012 — 2015
Bachelor's Degree, Communication Studies
Methodist College 2010 — 2012
Marketing
Horizon Investments August 2015 - Present
Lake Norman Tennis Association June 2014 - August 2014
Visit Lake Norman - Lake Norman Convention and Visitors Bureau January 2013 - August 2014
Coach November 2012 - October 2013
Visit Lake Norman - Lake Norman Convention and Visitors Bureau January 2012 - January 2013
Skills
Event Planning, Social Media, PowerPoint, Microsoft Office, Public Speaking, Microsoft Word, Facebook, Event Management, Interpersonal Skill, Teamwork, Marketing, Social Media Marketing, Microsoft Excel, Research, Customer Service, Data Analysis, Sales Leads, Internet Leads, Graphic Design, Web Design, Sales
Education
University of North Carolina at Charlotte 2012 — 2015
Bachelor's Degree, Communication Studies
Methodist College 2010 — 2012
Marketing
Jeffrey Roach, PhD Jeffrey Roach, PhD's Horizon Investments Experience September 2006 - May 2013
Job Economist: Twitter @jeffreyjroach
Industry Financial Services
Experience
MacroView Partners August 2013 - Present
Horizon Investments September 2006 - May 2013
Bank of America, Corporate Investments Group January 2004 - September 2006
Education
Harvard University 2011 — 2012
Visiting Research Associate, Economics
Clemson University
Ph.D., Economics
Bob Jones University
BS, Mathematics
MacroView Partners August 2013 - Present
Horizon Investments September 2006 - May 2013
Bank of America, Corporate Investments Group January 2004 - September 2006
Education
Harvard University 2011 — 2012
Visiting Research Associate, Economics
Clemson University
Ph.D., Economics
Bob Jones University
BS, Mathematics
Alex Teal Alex Teal's Horizon Investments Experience August 2015 - Present
Job at
Industry Computer Software
Experience
Horizon Investments August 2015 - Present
Tradier, Inc. June 2014 - August 2015
Zymurgy Solutions November 2013 - May 2014
TRUPOINT Partners October 2013 - May 2014
Benefitfocus May 2013 - September 2013
Sonoco May 2012 - December 2012
Skills
Programming, SQL, Linux, Visual Basic, Ruby on Rails, Databases, MySQL, Troubleshooting, C++, Java, Windows, Python, VB.NET, Microsoft SQL Server, XML, Ruby, UML, Amazon Web Services..., Heroku, General Awesomeness, Git, JavaScript, CSS, REST, JUnit, JIRA
Education
Francis Marion University 2011 — 2013
Bachelor of Science (BS), Computer Science
University of South Carolina-Columbia 2008 — 2010
Horizon Investments August 2015 - Present
Tradier, Inc. June 2014 - August 2015
Zymurgy Solutions November 2013 - May 2014
TRUPOINT Partners October 2013 - May 2014
Benefitfocus May 2013 - September 2013
Sonoco May 2012 - December 2012
Skills
Programming, SQL, Linux, Visual Basic, Ruby on Rails, Databases, MySQL, Troubleshooting, C++, Java, Windows, Python, VB.NET, Microsoft SQL Server, XML, Ruby, UML, Amazon Web Services..., Heroku, General Awesomeness, Git, JavaScript, CSS, REST, JUnit, JIRA
Education
Francis Marion University 2011 — 2013
Bachelor of Science (BS), Computer Science
University of South Carolina-Columbia 2008 — 2010
Kell Cleeland Kell Cleeland's Horizon Investments Experience September 2007 - December 2007
Job Regional Channel Manager at Atlas Copco USA
Industry Machinery
Experience
Atlas Copco USA March 2015 - Present
Atlas Copco USA September 2013 - Present
Volvo Construction Equipment January 2012 - September 2013
Volvo Construction Equipment November 2009 - January 2012
Volvo Construction Equipment June 2008 - November 2009
Student Managed Investment Fund August 2008 - June 2009
Volvo Construction Equipment June 2008 - June 2009
Horizon Investments September 2007 - December 2007
Skills
Territory Account..., Product Demonstration, Pricing, Strategy, Analysis, Financial Modeling, Forecasting, Finance, Competitive Analysis, Financial Analysis, Sales, Business Planning, Visual Basic, Economics, Business Strategy, Direct Sales
Education
University of North Carolina at Charlotte 2004 — 2009
Finance, Economics
Atlas Copco USA March 2015 - Present
Atlas Copco USA September 2013 - Present
Volvo Construction Equipment January 2012 - September 2013
Volvo Construction Equipment November 2009 - January 2012
Volvo Construction Equipment June 2008 - November 2009
Student Managed Investment Fund August 2008 - June 2009
Volvo Construction Equipment June 2008 - June 2009
Horizon Investments September 2007 - December 2007
Skills
Territory Account..., Product Demonstration, Pricing, Strategy, Analysis, Financial Modeling, Forecasting, Finance, Competitive Analysis, Financial Analysis, Sales, Business Planning, Visual Basic, Economics, Business Strategy, Direct Sales
Education
University of North Carolina at Charlotte 2004 — 2009
Finance, Economics
Kristen Fowlie Kristen Fowlie's Horizon Investments Experience May 2008 - August 2008
Job Business Analyst at Cardinal Solutions
Industry Financial Services
Experience
Cardinal Solutions July 2013 - Present
Capgemini June 2011 - July 2013
Warner Music Group June 2010 - May 2011
UNC Public Policy Clinic August 2009 - December 2009
Horizon Investments May 2008 - August 2008
Skills
Strategy, Management, Analysis, Training, Team Leadership, Change Management, Strategic Communications, Databases, Microsoft Excel, Consulting, Editing, Research, Visio, Proposal Writing, Business Analysis, Marketing, Data Analysis
Education
University of North Carolina at Chapel Hill 2007 — 2011
B.A., Public Policy, Political Science, PPE: Philosophy, Politics & Economics
Collegium Hieronymi Pragensis 2010 — 2010
Study Abroad Program, Czech, European Art, Gender & Culture, EU Economics
Cardinal Solutions July 2013 - Present
Capgemini June 2011 - July 2013
Warner Music Group June 2010 - May 2011
UNC Public Policy Clinic August 2009 - December 2009
Horizon Investments May 2008 - August 2008
Skills
Strategy, Management, Analysis, Training, Team Leadership, Change Management, Strategic Communications, Databases, Microsoft Excel, Consulting, Editing, Research, Visio, Proposal Writing, Business Analysis, Marketing, Data Analysis
Education
University of North Carolina at Chapel Hill 2007 — 2011
B.A., Public Policy, Political Science, PPE: Philosophy, Politics & Economics
Collegium Hieronymi Pragensis 2010 — 2010
Study Abroad Program, Czech, European Art, Gender & Culture, EU Economics
Kristen Shields's Horizon Investments Experience March 2006 - August 2006
Job Finance Director at American Expres
Industry Financial Services
Experience
American Express April 2014 - Present
American Express May 2013 - April 2014
NYC Department of Small Business Services June 2012 - August 2012
MSCI Inc. January 2010 - July 2011
MSCI Inc. September 2008 - December 2009
Rinehart & Associates August 2006 - August 2008
Horizon Investments March 2006 - August 2006
Skills
Financial Modeling, Analysis, Financial Analysis, Research, Data Analysis, Event Planning, Financial Services
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
Davidson College 2002 — 2006
BA, Art History
American Express April 2014 - Present
American Express May 2013 - April 2014
NYC Department of Small Business Services June 2012 - August 2012
MSCI Inc. January 2010 - July 2011
MSCI Inc. September 2008 - December 2009
Rinehart & Associates August 2006 - August 2008
Horizon Investments March 2006 - August 2006
Skills
Financial Modeling, Analysis, Financial Analysis, Research, Data Analysis, Event Planning, Financial Services
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
Davidson College 2002 — 2006
BA, Art History
Ross Gaskin Ross Gaskin's Horizon Investments Experience January 2014 - July 2015
Job Advisor Sales Associate with Horizon Investments
Industry Financial Services
Experience
Horizon Investments January 2014 - July 2015
UBS Wealth Management August 2011 - December 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, Java, Salesforce.com
Education
University of Alabama 2006 — 2010
Bachelor of Science in Commerce and Business Administration, Finance, General
Horizon Investments January 2014 - July 2015
UBS Wealth Management August 2011 - December 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, Java, Salesforce.com
Education
University of Alabama 2006 — 2010
Bachelor of Science in Commerce and Business Administration, Finance, General
Brian Albers, CFP® Brian Albers, CFP®'s Horizon Investments Experience January 2007 - May 2007
Job Branch Operations Manager at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates July 2013 - Present
Raymond James & Associates July 2012 - July 2013
Raymond James May 2007 - September 2011
Horizon Investments January 2007 - May 2007
Education
Davidson College 2003 — 2007
Bachelor of Arts, History
Houston High School, Germantown, TN 1999 — 2003
Raymond James & Associates July 2013 - Present
Raymond James & Associates July 2012 - July 2013
Raymond James May 2007 - September 2011
Horizon Investments January 2007 - May 2007
Education
Davidson College 2003 — 2007
Bachelor of Arts, History
Houston High School, Germantown, TN 1999 — 2003
Amy Painter Amy Painter's Horizon Investments Experience October 2011 - Present
Job Executive Sales Coordinator at Horizon Investments
Industry Investment Management
Experience
Horizon Investments October 2011 - Present
Prasco Laboratories May 2009 - August 2009
Skills
Financial Analysis, Finance, Analysis, Sales, Invoicing
Education
University of South Carolina-Columbia 2007 — 2011
Business, Finance, Economics
The Institute for the International Education of Students-Barcelona, Spain 2010 — 2010
International Marketing and Spanish
Horizon Investments October 2011 - Present
Prasco Laboratories May 2009 - August 2009
Skills
Financial Analysis, Finance, Analysis, Sales, Invoicing
Education
University of South Carolina-Columbia 2007 — 2011
Business, Finance, Economics
The Institute for the International Education of Students-Barcelona, Spain 2010 — 2010
International Marketing and Spanish
Eric Griffin, CLU, RHU Eric Griffin, CLU, RHU's Horizon Investments Experience August 2005 - December 2007
Job Director, Financial Services Sales
Industry Insurance
Experience
The Cason Group, Inc. January 2008 - Present
Horizon Investments August 2005 - December 2007
The Cason Group, Inc. May 1998 - August 2005
Education
University of South Carolina-Columbia 1993 — 1998
Bachelors, Finance
The Cason Group, Inc. January 2008 - Present
Horizon Investments August 2005 - December 2007
The Cason Group, Inc. May 1998 - August 2005
Education
University of South Carolina-Columbia 1993 — 1998
Bachelors, Finance
Jim Barton, CIMA®'s Horizon Investments Experience August 2011 - December 2012
Job Director of Sales and Marketing at AlphaOne Capital Partners LLC
Industry Financial Services
Experience
AlphaOne Capital Partners LLC September 2015 - Present
State Street Global Advisors September 2013 - August 2015
Horizon Investments August 2011 - December 2012
Delaware Investments June 2007 - July 2011
Lincoln Financial Distributors January 2005 - June 2007
Skills
Marketing, Management, Variable Annuities, Mutual Funds, Asset Allocation, Leadership, Separately Managed..., Equities, Sales, Investments, Series 63, Series 65, Series 7, Series 6, Fixed Income, Fixed Annuities, Insurance, Strategic Planning, Wealth Management, Securities, Asset Management, Portfolio Management
Education
Saint Joseph's University
AlphaOne Capital Partners LLC September 2015 - Present
State Street Global Advisors September 2013 - August 2015
Horizon Investments August 2011 - December 2012
Delaware Investments June 2007 - July 2011
Lincoln Financial Distributors January 2005 - June 2007
Skills
Marketing, Management, Variable Annuities, Mutual Funds, Asset Allocation, Leadership, Separately Managed..., Equities, Sales, Investments, Series 63, Series 65, Series 7, Series 6, Fixed Income, Fixed Annuities, Insurance, Strategic Planning, Wealth Management, Securities, Asset Management, Portfolio Management
Education
Saint Joseph's University
Griff Dow's Horizon Investments Experience May 2014 - Present
Job Regional Vice President at Horizon Investments
Industry Financial Services
Experience
Horizon Investments May 2014 - Present
Tactical Allocation Group November 2013 - May 2014
Columbia Management June 2011 - August 2013
PRUDENTIAL ANNUITIES April 2008 - May 2011
DELAWARE INVESTMENTS March 2007 - January 2008
LEGG MASON INC. (Formerly Salomon Brothers Asset Management) February 2003 - March 2007
Pioneer Investments 1997 - 2000
Skills
Separately Managed..., Mutual Funds, Alternative Investments, Series 63, Series 7, Investments, Bonds, Asset Allocation, Series 65, Hedge Funds, Wealth Management, Asset Managment, Investment Strategies, Portfolio Management, Fixed Annuities, Retirement, Securities, Investment Advisory, ETFs, Series 24, Uniform Combined State..., Series 6, 401k, FINRA, Fixed Income, Asset Management
Education
University of Massachusetts, Amherst 1983 — 1988
Bachelor of Science (BS)
Horizon Investments May 2014 - Present
Tactical Allocation Group November 2013 - May 2014
Columbia Management June 2011 - August 2013
PRUDENTIAL ANNUITIES April 2008 - May 2011
DELAWARE INVESTMENTS March 2007 - January 2008
LEGG MASON INC. (Formerly Salomon Brothers Asset Management) February 2003 - March 2007
Pioneer Investments 1997 - 2000
Skills
Separately Managed..., Mutual Funds, Alternative Investments, Series 63, Series 7, Investments, Bonds, Asset Allocation, Series 65, Hedge Funds, Wealth Management, Asset Managment, Investment Strategies, Portfolio Management, Fixed Annuities, Retirement, Securities, Investment Advisory, ETFs, Series 24, Uniform Combined State..., Series 6, 401k, FINRA, Fixed Income, Asset Management
Education
University of Massachusetts, Amherst 1983 — 1988
Bachelor of Science (BS)
Aaron Price's Horizon Investments Experience May 2002 - August 2006
Job VP of Technology at National Builder Supply
Industry Computer Software
Experience
National Builder Supply February 2008 - Present
Patrick Malloy Communities November 2006 - January 2008
Horizon Investments May 2002 - August 2006
Skills
Agile Methodologies, JavaScript, Web Development, IIS, C#, .Net, SQL, SSIS, .NET, Information Technology, Databases, E-commerce, ASP.NET, Management
Education
North Carolina State University 2000 — 2002
Master Of Computer Science, Computer Science
Wofford College 1996 — 2000
BS, Computer Science, Math
National Builder Supply February 2008 - Present
Patrick Malloy Communities November 2006 - January 2008
Horizon Investments May 2002 - August 2006
Skills
Agile Methodologies, JavaScript, Web Development, IIS, C#, .Net, SQL, SSIS, .NET, Information Technology, Databases, E-commerce, ASP.NET, Management
Education
North Carolina State University 2000 — 2002
Master Of Computer Science, Computer Science
Wofford College 1996 — 2000
BS, Computer Science, Math
gary heady's Horizon Investments Experience May 1995 - August 2003
Job Owner, The Heady Companies
Industry Investment Management
Experience
The Heady Companies September 2003 - Present
Horizon Investments May 1995 - August 2003
Education
Duke University 1970 — 1974
BSME, MECHANICAL ENGINEERING
The Heady Companies September 2003 - Present
Horizon Investments May 1995 - August 2003
Education
Duke University 1970 — 1974
BSME, MECHANICAL ENGINEERING
Girish Jindia's Horizon Investments Experience 2005 - 2009
Job CEO at Aveshka, Inc
Industry Information Technology and Services
Experience
Aveshka, Inc April 2010 - Present
Horizon Investments 2005 - 2009
Integic Corp 1990 - 2005
Advanced Technology, Inc. 1976 - 1988
Skills
Federal Government, Information Assurance, Government, Defense, Team Building, Business Development, Government Contracting, Systems Engineering, Executive Management, Integration, Program Management, Security, Security Clearance, Leadership, Strategic Planning, DoD
Education
University of Maryland College Park
Aveshka, Inc April 2010 - Present
Horizon Investments 2005 - 2009
Integic Corp 1990 - 2005
Advanced Technology, Inc. 1976 - 1988
Skills
Federal Government, Information Assurance, Government, Defense, Team Building, Business Development, Government Contracting, Systems Engineering, Executive Management, Integration, Program Management, Security, Security Clearance, Leadership, Strategic Planning, DoD
Education
University of Maryland College Park
Gina Rowland's Horizon Investments Experience March 2014 - Present
Job Director of Consulting Services at Horizon Investments
Industry Financial Services
Experience
Horizon Investments March 2014 - Present
The Newport Group 2012 - March 2014
The Newport Group March 2000 - 2012
Bank of America June 1998 - March 2000
Skills
Mutual Funds, Asset Allocation, Investments, Portfolio Management, Asset Management, 401k, Retirement, Investment Advisory, Pensions, Series 63, Financial Analysis, Alternative Investments, Investment Strategies, Retirement Planning, Series 7, Investment Management, Uniform Combined State..., Equities, Defined Benefit
Education
University of North Carolina at Charlotte 1998 — 2002
MBA, Finance
State University of New York at Binghamton 1994 — 1995
Master of Education
State University of New York at Oswego 1990 — 1994
BS
Horizon Investments March 2014 - Present
The Newport Group 2012 - March 2014
The Newport Group March 2000 - 2012
Bank of America June 1998 - March 2000
Skills
Mutual Funds, Asset Allocation, Investments, Portfolio Management, Asset Management, 401k, Retirement, Investment Advisory, Pensions, Series 63, Financial Analysis, Alternative Investments, Investment Strategies, Retirement Planning, Series 7, Investment Management, Uniform Combined State..., Equities, Defined Benefit
Education
University of North Carolina at Charlotte 1998 — 2002
MBA, Finance
State University of New York at Binghamton 1994 — 1995
Master of Education
State University of New York at Oswego 1990 — 1994
BS
Stephen Haire's Horizon Investments Experience August 2008 - November 2008
Job Business Analyst at JLL
Industry Accounting
Experience
JLL May 2014 - Present
JLL January 2013 - May 2014
Newell Rubbermaid October 2012 - January 2013
Absolute Security of America October 2011 - October 2012
New American Mortgage (now Movement Mortgage) August 2010 - October 2011
Time Warner Cable February 2009 - August 2010
Circuit City October 2006 - February 2009
Horizon Investments August 2008 - November 2008
The Student Media Group May 2006 - August 2006
Skills
Accounting, Microsoft Excel, Data Analysis, Microsoft Office, Account Reconciliation, Finance, Financial Analysis, Financial Reporting, Customer Service, Vlookup, Invoicing, Investments, PowerPivot, PowerView, DAX, SQL, MS Excel Pivot Tables, SAP Business One, T-SQL, PC Lender, QuickBooks, JDE One World, Business Objects, ICOMS
Education
University of North Carolina at Charlotte 2004 — 2008
BSBA, Finance
JLL May 2014 - Present
JLL January 2013 - May 2014
Newell Rubbermaid October 2012 - January 2013
Absolute Security of America October 2011 - October 2012
New American Mortgage (now Movement Mortgage) August 2010 - October 2011
Time Warner Cable February 2009 - August 2010
Circuit City October 2006 - February 2009
Horizon Investments August 2008 - November 2008
The Student Media Group May 2006 - August 2006
Skills
Accounting, Microsoft Excel, Data Analysis, Microsoft Office, Account Reconciliation, Finance, Financial Analysis, Financial Reporting, Customer Service, Vlookup, Invoicing, Investments, PowerPivot, PowerView, DAX, SQL, MS Excel Pivot Tables, SAP Business One, T-SQL, PC Lender, QuickBooks, JDE One World, Business Objects, ICOMS
Education
University of North Carolina at Charlotte 2004 — 2008
BSBA, Finance
Marty Lefton's Horizon Investments Experience January 2008 - February 2012
Job Strategic Commercial Mortgage Broker/Owner at SVCOMM Lending
Industry Real Estate
Experience
SVCOMM Lending August 2013 - Present
Partners Mortgage 2011 - August 2013
Horizon Investments January 2008 - February 2012
CTA Enterprises 2002 - 2007
Gap Inc./Banana Republic 1999 - 2001
State Farm 1986 - 1997
Bank of America 1981 - 1986
Skills
Commercial Mortgages, Business Ethics, Investments, Mortgage Lending, Real Estate, Wealth Management, Loans, Investment Properties, Finance, FHA, Small Business, Financial Analysis, Portfolio Management, Due Diligence, Refinance, Asset Management, Real Estate Financing, Residential Homes, Real Estate Economics, Mortgage Banking, Business Strategy, Funding, Investors, Short Sales, First Time Home Buyers, Asset Managment, Asset, Analysis, Insurance, New Business Development, Coaching, Risk Management, Financial Risk, Banking, Real Estate Development, Risk, Mentoring, Loan Origination
Education
University of California, Santa Barbara 1975 — 1979
BA, Economics/Mathematics
Carlmont High School 1971 — 1975
SVCOMM Lending August 2013 - Present
Partners Mortgage 2011 - August 2013
Horizon Investments January 2008 - February 2012
CTA Enterprises 2002 - 2007
Gap Inc./Banana Republic 1999 - 2001
State Farm 1986 - 1997
Bank of America 1981 - 1986
Skills
Commercial Mortgages, Business Ethics, Investments, Mortgage Lending, Real Estate, Wealth Management, Loans, Investment Properties, Finance, FHA, Small Business, Financial Analysis, Portfolio Management, Due Diligence, Refinance, Asset Management, Real Estate Financing, Residential Homes, Real Estate Economics, Mortgage Banking, Business Strategy, Funding, Investors, Short Sales, First Time Home Buyers, Asset Managment, Asset, Analysis, Insurance, New Business Development, Coaching, Risk Management, Financial Risk, Banking, Real Estate Development, Risk, Mentoring, Loan Origination
Education
University of California, Santa Barbara 1975 — 1979
BA, Economics/Mathematics
Carlmont High School 1971 — 1975
Andrew Todd, CFP®'s Horizon Investments Experience May 2000 - June 2001
Job Vice President at Asset Management and Planning, LLC
Industry Financial Services
Experience
Asset Management and Plannning, LLC October 2010 - Present
Todd Financial Solutions, LLC July 2001 - October 2010
Horizon Investments May 2000 - June 2001
Skills
Retirement Planning, Investments
Education
University of South Carolina-Columbia 1995 — 2000
BA, Psychology and Sociology
Asset Management and Plannning, LLC October 2010 - Present
Todd Financial Solutions, LLC July 2001 - October 2010
Horizon Investments May 2000 - June 2001
Skills
Retirement Planning, Investments
Education
University of South Carolina-Columbia 1995 — 2000
BA, Psychology and Sociology
Jonathan Mayberry's Horizon Investments Experience May 2006 - August 2006
Job Manager at Accenture
Industry Information Technology and Services
Experience
Accenture August 2007 - Present
Horizon Investments May 2006 - August 2006
Skills
MS Project, Integration, Program Management, Project Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2007
BS
Accenture August 2007 - Present
Horizon Investments May 2006 - August 2006
Skills
MS Project, Integration, Program Management, Project Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2007
BS
Robert Shanahan's Horizon Investments Experience January 2011 - Present
Job Regional VP Sales at Horizon Investments
Industry Financial Services
Experience
Horizon Investments January 2011 - Present
Legg Mason January 2004 - August 2010
AUL Retirement Services January 1996 - January 2004
The Prudential Insurance Company January 1995 - January 1996
The Guardian Life Insurance Company January 1990 - January 1995
The Southwestern Company 1989 - 1989
Skills
Separately Managed..., Mutual Funds, Fixed Annuities, Series 65, 401k, FINRA, Series 7, Asset Allocation, Financial Advisory, Series 63
Education
Oklahoma State University
Bachelor, Business Administration; Marketing
Horizon Investments January 2011 - Present
Legg Mason January 2004 - August 2010
AUL Retirement Services January 1996 - January 2004
The Prudential Insurance Company January 1995 - January 1996
The Guardian Life Insurance Company January 1990 - January 1995
The Southwestern Company 1989 - 1989
Skills
Separately Managed..., Mutual Funds, Fixed Annuities, Series 65, 401k, FINRA, Series 7, Asset Allocation, Financial Advisory, Series 63
Education
Oklahoma State University
Bachelor, Business Administration; Marketing
James J. Tavares III's Horizon Investments Experience March 2015 - Present
Job Regional Vice President, Horizon Investments
Industry Financial Services
Experience
Horizon Investments March 2015 - Present
Natixis Global Associates International January 2012 - January 2015
Natixis Global Associates September 2010 - January 2012
Fidelity Investments June 2006 - August 2010
Skills
Series 7, Mutual Funds, Series 63, Asset Allocation, Alternative Investments, Investments, ETFs, 401k, Separately Managed..., Investment Advisory, Asset Managment, Securities, Retirement, Series 65, Investment Strategies
Education
Brown University
B.A., Business Economics
Horizon Investments March 2015 - Present
Natixis Global Associates International January 2012 - January 2015
Natixis Global Associates September 2010 - January 2012
Fidelity Investments June 2006 - August 2010
Skills
Series 7, Mutual Funds, Series 63, Asset Allocation, Alternative Investments, Investments, ETFs, 401k, Separately Managed..., Investment Advisory, Asset Managment, Securities, Retirement, Series 65, Investment Strategies
Education
Brown University
B.A., Business Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY