Hunter Associates, inc.
Industry: Company
DescriptionFounded: 1992 Subsidiary: Hunter Associates, Inc., Investment Banking Arm
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Hunter Associates, inc. Employees
Hunter Associates, inc. September 2015 - Present
Merrill Lynch July 2013 - August 2015
Skills
Teaching, Research, Microsoft Excel, Public Speaking, Curriculum Design, Microsoft Office, Nonprofits, Higher Education, Curriculum Development, Fundraising, Community Outreach, Educational Leadership, Microsoft Word, Customer Service, English, Windows, Event Planning, Outlook, HTML
Education
College for Financial Planning 2013 — 2014
Chartered Retirement Plan Specialist
Villanova University
Lean Six Sigma Green Belt
Kent State University 2008 — 2011
Master of Education (M.Ed.), Educational Leadership and Administration
Hobart College 2002 — 2006
Bachelor of Arts (B.A.), History
Lancaster High School
Hunter Associates, inc. June 2014 - Present
Hunter Associates, inc. February 2014 - June 2014
Raymond James Financial April 2006 - March 2012
Mellon Financial July 1999 - April 2006
Mellon Financial January 1999 - July 1999
Self-employed June 1997 - January 1999
Bank of America June 1996 - September 1996
Federated Investors, Inc. February 1994 - June 1995
Federated Investors, Inc. November 1992 - February 1994
Skills
Valuation, Portfolio Management, Alternative Investments, Mutual Funds, Investment Management, Financial Services, Capital Markets, Venture Capital, Fixed Income, Equities, Bloomberg, Wealth Management, Asset Management, Financial Modeling, Hedge Funds, Investment Banking, Securities, Investments, Finance, Banking, Series 7, Asset Allocation, Equity Research, Asset Managment, Bonds, Investment Strategies, Equity Valuation
Education
Anderson School at UCLA
Master of Business Administration (MBA), Accounting and Finance
Stanford University
Bachelor of Arts (BA), History
Woodberry Forest School
S&T Wealth Management September 2010 - Present
Choice Counsel 2008 - 2010
Pennsylvania State University 2007 - 2008
TIAA-CREF 2005 - 2006
Hunter Associates, Inc. January 2002 - April 2005
Bill Few Associates February 1996 - January 2002
Skills
Estate Planning, Charitable Gift Planning, Fundraising, Portfolio Management, Mutual Funds, Trust Services, Wealth Management, Financial Advisory, Leadership, Investment Management, Investment Strategies, Tax, Estate Law, Planned Giving, Team Building, Securities, Investments, Nonprofits, Asset Management, Marketing
Education
The American College 2002 — 2004
C.A.P. designation, Philanthropy
University of Pittsburgh School of Law 1977 — 1980
J.D., Estates, Trust, and Tax
Lafayette College 1973 — 1977
BA, English (with teaching certification)
Hunter Associates, inc. October 2012 - Present
PPG Industries August 2010 - September 2012
PPG Industries June 2008 - August 2010
PPG Industries May 2007 - August 2007
Skills
Business Intelligence, SSIS, VB.NET, Visual Basic, Data Analysis, Quantitative Investment..., Investment Management, Project Management, Project Planning, Process Improvement, Business Process..., SSRS, T-SQL, Data Warehousing, Strategy
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2013
MBA, Concentrations: Marketing, IT Management, Organizational Behavior
Grove City College 2004 — 2008
BS, Computer Information Systems
Southern Lehigh
SWS LLC 2006 - Present
Environmental Waste Solutions (EWS) March 2012 - Present
Autodesk 2003 - 2006
Autodesk 2001 - 2003
Autodesk 2000 - 2001
Autodesk 1999 - 2000
Prescient November 1996 - April 1999
Intergraph April 1994 - November 1996
Preload, Inc. February 1990 - April 1994
Hunter Associates, Inc. January 1984 - February 1990
Skills
Direct Sales, Team Building, Sales Operations, Engineering, Sales Management, Strategy, Contract Negotiation, New Business Development, Enterprise Software, Negotiation, Channel, Training, Marketing Strategy, CAD, Manufacturing, Sales, Business Planning, Strategic Planning, Consulting, Solution Selling, Product Launch, Customer Service, Salesforce.com, Leadership, Professional Services, Management, Proposal Writing, Channel Partners, Product Development, Product Lifecycle..., Business Strategy
Education
Ohio University 1979 — 1983
BSCE, Civil Engineering
Douphrate & Associates, Inc. 1996 - Present
City of Rockwall June 1986 - August 1996
Freese and Nichols May 1984 - June 1986
Chevron September 1981 - May 1984
Hunter Associates, Inc. December 1979 - September 1981
Skills
Water, Civil Engineering, Road, Land Development, Drainage, Project Management, Project Engineering, Contract Management, Surveying, Construction Management, Process Improvement, Grading, Construction, Site Development, Stormwater Management, Civil Design, Subdivisions, Project Planning, Water Distribution, Government, Sewer, Microstation, Highways, Water Resources, Municipalities
Education
Texas A&M University
BS, Civil Engineering
BNY Mellon Wealth Management January 2014 - Present
Hunter Associates, inc. July 2010 - December 2013
Hunter Associates, inc. April 2009 - June 2010
Hunter Associates, inc. November 2008 - April 2009
Widener University School of Law September 2005 - August 2007
Wolf Block June 2006 - August 2006
Skills
Series 7, Series 66, Wealth Management, Investment Management, Asset Allocation, Investments, Equities, Fixed Income, Hedge Funds, Alternative Investments, Mutual Funds, High Net Worth..., Wealth, Wealth Management..., Estate Planning
Education
Widener University School of Law (PA) 2005 — 2007
Penn State University 1998 — 2003
Bachelor of Arts (BA), Pre-Law Studies
Shorebridge Wealth Management, LLC, an independent firm June 2013 - Present
Raymond James Financial Services, Inc - Member FINRA/SIPC June 2013 - Present
Hunter Associates, Inc. July 2008 - June 2013
Federal Home Loan Bank of Pittsburgh September 2005 - June 2008
Malin Bergquist 2004 - 2004
Skills
Mutual Funds, Financial Analysis, Portfolio Management, Banking
Education
Duquesne University 2008 — 2009
Executive Certificate in Financial Planning
University of Pittsburgh 2001 — 2005
Bachelor of Science (BS), Accounting
Shorebridge Wealth Management, LLC, an independent firm June 2013 - Present
Raymond James Financial Services, Inc. - Member FINRA/SIPC June 2013 - Present
Hunter Associates, Inc. January 1993 - June 2013
Meridian Bank September 1990 - January 1993
Skills
Portfolio Management, Retirement Income..., Financial Planning, Risk Management, Equities, Retirement, Financial Markets, Investments, Insurance, Trading, Strategic Planning, Strategic Financial..., Investment Management, Mutual Funds, Retirement Planning, Wealth Management, Derivatives
Education
Dickinson College 1986 — 1990
BA, Economics
The Securities Industry Institute - The Wharton School 1996 — 1998
SIFMA/Wharton Certificate
College for Financial Planning 1996 — 1998
CFP® Certification Professional Education Program, Financial Planning
Confluence Financial Partners July 2015 - Present
Catalyst Energy, Inc. December 2014 - June 2015
Hunter Associates, Inc. January 2012 - November 2014
Edward Jones November 2010 - February 2011
Capital One April 2009 - September 2010
Charter One Bank May 2006 - December 2008
Image Source Photographic November 2004 - December 2007
Skills
Microsoft Excel, Microsoft Office, Outlook, Office Management, PowerPoint, Microsoft Word, Customer Service
Education
Ball State University 1998 — 2002
Bachelor of Arts (B.A.), Photojournalism
Hunter Associates, inc. May 2015 - Present
Mutual of Omaha February 2014 - June 2015
Bedford-Somerset MH/MR June 2013 - August 2013
Omni Hotels May 2012 - August 2012
Bedford High School Senior Challenge September 2011 - May 2012
Skills
Bloomberg Terminal, Microsoft Excel, Investment Analysis, Microsoft Access
Education
Robert Morris University 2012 — 2016
Bachelor of Science in Business Administration, Finance, GPA 3.9
Dallas/Forth Worth School Districts 2014 - Present
Student Centered Tutoring 2009 - 2014
Wylie Apparel 2008 - 2009
Wylie ISD 2004 - 2006
Wylie Preparatory Academy 2001 - 2003
Leading Edge Resources 1996 - 2000
Clear Systems Inc. 1993 - 1996
Hunter Associates, Inc. 1987 - 1993
Skills
Microsoft Office
Education
University of North Texas 2011 — 2013
Elementary Education and Teaching
University of North Texas 1990 — 1993
Master's Degree, Public Administration
Texas State University 1983 — 1987
Bachelor's Degree, Political Science and Government
Hunter Associates, inc. October 2013 - Present
Urban Impact Foundation August 2009 - October 2013
Serving Leaders, Pittsburgh Leadership Foundation August 2008 - August 2009
World Vision June 2008 - August 2008
Geneva College August 2005 - May 2008
Skills
Event Planning, Fundraising, Event Management, Video Post-production, Copy writing, Research, Problem Solving, Copy Editing, Program Budgeting, Non-profit..., Strategic Planning, Community Development, Adobe Premiere, Adobe InDesign, QuarkXPress
Education
Geneva College 2005 — 2008
Bachelor's Degree, Communication and Media Studies
Hunter Associates, inc. 2010 - Present
Skills
Investment Management, Wealth Management, Portfolio Management, Quantitative Analytics, Quantitative Risk..., Business Analysis, Backtesting, Technology Integration, Performance Measurement, Financial Analysis, Project Management, Microsoft Excel, MS Office, especially..., Training, Macintosh Applications, Advent Portfolio...
Education
Carnegie Mellon University
Master of Business Administration (MBA), Finance and Accounting
Rensselaer Polytechnic Institute
Bachelor of Science (BS), Management
Hunter Associates, inc. April 2015 - Present
Commonwealth of Pennsylvania, Department of State April 2014 - Present
Alpern Wealth Management October 2013 - March 2015
BCBank, Inc. October 2012 - September 2013
BCBank, Inc. July 2012 - October 2012
Chatham University December 2010 - May 2012
Chatham University August 2010 - May 2011
Chatham University August 2007 - May 2009
Skills
Creative Writing, Social Media, Advertising, Marketing Management, Public Relations, Strategic Planning, Event Management, Public Speaking, Visual Communication, Department Budgeting, Confidentiality, Proofreading
Education
Chatham University 2010 — 2012
Master of Fine Arts (MFA), Creative Writing
Chatham University 2007 — 2011
Bachelor of Fine Arts (BFA), Creative Writing & Spanish and Hispanic Studies
Universidad de Alicante 2009 — 2009
Study Abroad - Spain
Dallas County October 1997 - Present
Hunter Associates, Inc. June 1985 - October 1997
Skills
Civil Engineering, Road, Drainage, Transportation Planning, Construction Management, Utilities, Public Administration, Policy
Education
Southern Methodist University 1980 — 1985
Bachelor of Science (B.S.), Civil Engineering