Investment advisor
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Investment advisor Employees
Employee
Years
Job
Industry
Brad Maikranz Brad Maikranz's Investment advisor Experience July 2012 - Present
Job Summit Financial Solutions, LLC at Investment Advisor
Industry Investment Management
Experience
LifeMark Securities Corp June 2012 - Present
Investment Advisor July 2012 - Present
Colonial Assisted Living July 2009 - Present
Forsyth Securities Inc. January 2006 - June 2012
Sigma Financial Corporation May 2005 - January 2006
Fifth Third Securities October 1997 - March 2005
Citizens National Bank March 1995 - March 1997
Citizens National Bank October 1992 - March 1995
Skills
Investments, Wealth Management, Financial Planning, Retirement Planning, Strategic Financial..., Portfolio Management, Financial Advisory, Estate Planning, Fixed Annuities, Asset Allocation, Investment Advisory, Equities, Alternative Investments, Insurance, ETFs, Asset Management, Investment Strategies, Asset Managment, Series 7, Wealth Management..., Bonds, Series 63, Securities, Wealth, Retirement, Fixed Income, 401k, Financial Planners, Series 65, Options, Separately Managed..., IRAs, Series 24, FINRA, Investment Management, Life Insurance, Equity Research, Finance, Mutual Funds, Financial Services, Risk Management, Strategic Planning, Financial Analysis, Strategy, Registered Investment..., Microsoft Office
Education
University of Evansville 1988 — 2002
Bachelor of Applied Science (B.A.Sc.), Economics & Finance
Princeton Community High School 1984 — 1988
yes, College Prep
LifeMark Securities Corp June 2012 - Present
Investment Advisor July 2012 - Present
Colonial Assisted Living July 2009 - Present
Forsyth Securities Inc. January 2006 - June 2012
Sigma Financial Corporation May 2005 - January 2006
Fifth Third Securities October 1997 - March 2005
Citizens National Bank March 1995 - March 1997
Citizens National Bank October 1992 - March 1995
Skills
Investments, Wealth Management, Financial Planning, Retirement Planning, Strategic Financial..., Portfolio Management, Financial Advisory, Estate Planning, Fixed Annuities, Asset Allocation, Investment Advisory, Equities, Alternative Investments, Insurance, ETFs, Asset Management, Investment Strategies, Asset Managment, Series 7, Wealth Management..., Bonds, Series 63, Securities, Wealth, Retirement, Fixed Income, 401k, Financial Planners, Series 65, Options, Separately Managed..., IRAs, Series 24, FINRA, Investment Management, Life Insurance, Equity Research, Finance, Mutual Funds, Financial Services, Risk Management, Strategic Planning, Financial Analysis, Strategy, Registered Investment..., Microsoft Office
Education
University of Evansville 1988 — 2002
Bachelor of Applied Science (B.A.Sc.), Economics & Finance
Princeton Community High School 1984 — 1988
yes, College Prep
Paul Alousis Paul Alousis's Investment advisor Experience April 1998 - December 2001
Job Vice President at Ultraclear Engine Fluids Inc.
Industry Automotive
Experience
Ultraclear Engine Fluids Inc. December 2001 - Present
Investment Advisor April 1998 - December 2001
Account Executive May 1996 - April 1998
Skills
Marketing Strategy, Negotiation, Business Analysis, Sales Management, Management, Forecasting, Change Management, Strategic Planning, Operations Management, Project Management, Process Improvement, Team Building, Business Strategy, Team Leadership, Program Management, Product Development, Budgets, Account Management, New Business Development, Customer Service
Education
Centennial College 1980 — 1983
Accounting and Finance
Ultraclear Engine Fluids Inc. December 2001 - Present
Investment Advisor April 1998 - December 2001
Account Executive May 1996 - April 1998
Skills
Marketing Strategy, Negotiation, Business Analysis, Sales Management, Management, Forecasting, Change Management, Strategic Planning, Operations Management, Project Management, Process Improvement, Team Building, Business Strategy, Team Leadership, Program Management, Product Development, Budgets, Account Management, New Business Development, Customer Service
Education
Centennial College 1980 — 1983
Accounting and Finance
Steve Poteet Steve Poteet's Investment advisor Experience May 2014 - Present
Job Real Estate Broker at Marcus & Millichap
Industry Real Estate
Experience
Marcus & Millichap July 2015 - Present
Investment Advisor May 2014 - Present
Morgan Stanley Wealth Management March 2013 - May 2014
Merrill Lynch May 2011 - March 2013
HealthPlace, Inc. January 2009 - August 2011
The White Stone Group January 2007 - January 2009
Gallaher & Associates/ Blueridge Developments March 2006 - April 2007
Broadway Developments/HealthPlace Consullting December 2004 - March 2006
Life Companies/LSI June 1996 - December 2004
Microtek Medical December 1994 - June 1996
Education
University of Tennessee-Knoxville 1998 — 2000
Bachelor of Science (BS), Education, Magna Cum Laude
University of Pennsylvania - The Wharton School 1989 — 1990
Exec Mang, Business Development
University of Tennessee-Knoxville - College of Business Administration 1970 — 1975
BS, Business Administration
Marcus & Millichap July 2015 - Present
Investment Advisor May 2014 - Present
Morgan Stanley Wealth Management March 2013 - May 2014
Merrill Lynch May 2011 - March 2013
HealthPlace, Inc. January 2009 - August 2011
The White Stone Group January 2007 - January 2009
Gallaher & Associates/ Blueridge Developments March 2006 - April 2007
Broadway Developments/HealthPlace Consullting December 2004 - March 2006
Life Companies/LSI June 1996 - December 2004
Microtek Medical December 1994 - June 1996
Education
University of Tennessee-Knoxville 1998 — 2000
Bachelor of Science (BS), Education, Magna Cum Laude
University of Pennsylvania - The Wharton School 1989 — 1990
Exec Mang, Business Development
University of Tennessee-Knoxville - College of Business Administration 1970 — 1975
BS, Business Administration
Derek Wood Derek Wood's Investment advisor Experience April 2010 - April 2012
Job Account Manager/ President at Conduit Investor Relations Ltd.
Industry Financial Services
Experience
Conduit Investor Relations Ltd. September 2014 - Present
Wolverton Securities June 2010 - September 2014
Union Securities May 2010 - April 2012
investment advisor April 2010 - April 2012
Northern Securities 2004 - 2010
Wolverton Securities 2001 - 2003
RBC May 1998 - January 2000
action direct 1996 - 2000
georgia pacific securities 1992 - 1992
Skills
Private Placements, Wealth Management, Asset Management, Investments, Equities, Securities, Capital Markets, Alternative Investments, Investor Relations, Private Equity, Portfolio Management, Investment Strategies, Investment Advisory, Trading, Venture Capital, Investment Banking, Mutual Funds, Corporate Finance, Hedge Funds, Financial Advisory, Due Diligence
Education
Canadian Securitis Institute 1991 — 2006
Fellow Of the Canadian Securities Institute, Finance and Financial Management Services
Algonquin College of Applied Arts and Technology 1993 — 1996
business diploma, small business
Sir robert Borden HS 1984 — 1988
osgd
Conduit Investor Relations Ltd. September 2014 - Present
Wolverton Securities June 2010 - September 2014
Union Securities May 2010 - April 2012
investment advisor April 2010 - April 2012
Northern Securities 2004 - 2010
Wolverton Securities 2001 - 2003
RBC May 1998 - January 2000
action direct 1996 - 2000
georgia pacific securities 1992 - 1992
Skills
Private Placements, Wealth Management, Asset Management, Investments, Equities, Securities, Capital Markets, Alternative Investments, Investor Relations, Private Equity, Portfolio Management, Investment Strategies, Investment Advisory, Trading, Venture Capital, Investment Banking, Mutual Funds, Corporate Finance, Hedge Funds, Financial Advisory, Due Diligence
Education
Canadian Securitis Institute 1991 — 2006
Fellow Of the Canadian Securities Institute, Finance and Financial Management Services
Algonquin College of Applied Arts and Technology 1993 — 1996
business diploma, small business
Sir robert Borden HS 1984 — 1988
osgd
Barbara Hourihan Barbara Hourihan's Investment advisor Experience 1992 - Present
Job Senior V.P. at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 1993 - Present
Investment Advisor 1992 - Present
Morgan Stanley 1992 - Present
Hambrecht & Quist 1987 - 1993
Skills
38 years Investment..., Financial Analysis, Risk Management
Education
Northern Illinois University 1967 — 1971
Bachelor of Science (B.S.), Education
Morgan Stanley 1993 - Present
Investment Advisor 1992 - Present
Morgan Stanley 1992 - Present
Hambrecht & Quist 1987 - 1993
Skills
38 years Investment..., Financial Analysis, Risk Management
Education
Northern Illinois University 1967 — 1971
Bachelor of Science (B.S.), Education
Scott Tittle Scott Tittle's Investment advisor Experience May 1991 - Present
Job President
Industry Investment Management
Experience
Blueprint Wealth Management November 2012 - Present
Investment Advisor May 1991 - Present
Wells Fargo Advisors 2005 - 2012
Skills
Retirement Planning, Investment Advisory, Asset Allocation, Wealth Management, Wealth, Finance, Risk Management, Portfolio Management, Customer Service, Financial Advisory, Strategic Financial..., Investment Strategies, Asset Management, Team Building, Financial Planning
Education
University of Mississippi
Bachelor of Business Administration (B.B.A.), Finance, General
Blueprint Wealth Management November 2012 - Present
Investment Advisor May 1991 - Present
Wells Fargo Advisors 2005 - 2012
Skills
Retirement Planning, Investment Advisory, Asset Allocation, Wealth Management, Wealth, Finance, Risk Management, Portfolio Management, Customer Service, Financial Advisory, Strategic Financial..., Investment Strategies, Asset Management, Team Building, Financial Planning
Education
University of Mississippi
Bachelor of Business Administration (B.B.A.), Finance, General
Cam Marston's Investment advisor Experience October 2014 - Present
Job Entertaining and Informative Expert on the Demographic and Psychographic Trends impacting the Workplace and Marketplace
Industry Events Services
Experience
Generational Insights January 1997 - Present
InvestmentNews June 2011 - Present
Investment Advisor October 2014 - Present
CNBC May 2014 - Present
Skills
Leadership Development, Public Speaking, Team Building, Personal Development, Motivational Speaking, Business Coaching, Sales Management, Leadership, Program Management, Marketing Strategy, Generational Differences, Employee Engagement, Management, Workshop Facilitation, Marketing, Sales, Strategic Planning, Public Relations, New Business Development, Strategy
Education
Tulane University 1987 — 1991
BA, Communication Maj., English Min.
St. Paul's Episcopal School 1984 — 1987
Generational Insights January 1997 - Present
InvestmentNews June 2011 - Present
Investment Advisor October 2014 - Present
CNBC May 2014 - Present
Skills
Leadership Development, Public Speaking, Team Building, Personal Development, Motivational Speaking, Business Coaching, Sales Management, Leadership, Program Management, Marketing Strategy, Generational Differences, Employee Engagement, Management, Workshop Facilitation, Marketing, Sales, Strategic Planning, Public Relations, New Business Development, Strategy
Education
Tulane University 1987 — 1991
BA, Communication Maj., English Min.
St. Paul's Episcopal School 1984 — 1987
Michael Zabalaoui's Investment advisor Experience January 1985 - Present
Job FeeOnly Wealth Advisor
Industry Financial Services
Experience
Tulane University August 1999 - Present
Investment advisor January 1985 - Present
Skills
Public Speaking, Research, Editing, Nonprofits, Event Planning, Budgets, Fundraising, Teaching, Strategic Planning, Blogging, Social Media
Education
University of New Orleans
Masters Degree Accounting + Tax, Accounting and Finance
Tulane University August 1999 - Present
Investment advisor January 1985 - Present
Skills
Public Speaking, Research, Editing, Nonprofits, Event Planning, Budgets, Fundraising, Teaching, Strategic Planning, Blogging, Social Media
Education
University of New Orleans
Masters Degree Accounting + Tax, Accounting and Finance
Dawn Zarcaro's Investment advisor Experience 1994 - 2000
Job Advertising Operations Director at Financial Advisor and Private Wealth Magazines(Charter Financial Publishing)
Industry Publishing
Experience
Financial Advisor Magazine and Private Wealth Magazine (Charter Financial Publishing) December 2013 - Present
Financial Advisor and Private Wealth Magazines-(Charter Financial Publishing Network) September 2007 - May 2014
Credit Union Times November 2006 - September 2007
Highline Business November 2000 - September 2007
Investment Advisor 1994 - 2000
Skills
Publishing, Editing, Public Speaking, Magazines, Email Marketing, Marketing, Editorial, Advertising, Online Advertising, Salesforce.com, Publications, Direct Mail, Advertising Sales, Leadership, Management
Education
Monmouth University 1983 — 1987
Bachelor of Science, Concentration in Management
OTHS 1979 — 1983
Financial Advisor Magazine and Private Wealth Magazine (Charter Financial Publishing) December 2013 - Present
Financial Advisor and Private Wealth Magazines-(Charter Financial Publishing Network) September 2007 - May 2014
Credit Union Times November 2006 - September 2007
Highline Business November 2000 - September 2007
Investment Advisor 1994 - 2000
Skills
Publishing, Editing, Public Speaking, Magazines, Email Marketing, Marketing, Editorial, Advertising, Online Advertising, Salesforce.com, Publications, Direct Mail, Advertising Sales, Leadership, Management
Education
Monmouth University 1983 — 1987
Bachelor of Science, Concentration in Management
OTHS 1979 — 1983
Scott Kuelker Scott Kuelker's Investment advisor Experience February 2006 - Present
Job Account Administrator at an Investment Advisor
Industry Financial Services
Experience
Investment Advisor February 2006 - Present
Skills
Operations, Financial Statement..., Microsoft Excel, Accounting Applications, Account Reconciliation, Swaps, Futures, Fixed Income, Banking
Education
St. Louis University 2006 — 2008
Master's degree, Finance
Southeast Missouri State University 2003 — 2005
Bachelor's degree, Business/Managerial Economics
Investment Advisor February 2006 - Present
Skills
Operations, Financial Statement..., Microsoft Excel, Accounting Applications, Account Reconciliation, Swaps, Futures, Fixed Income, Banking
Education
St. Louis University 2006 — 2008
Master's degree, Finance
Southeast Missouri State University 2003 — 2005
Bachelor's degree, Business/Managerial Economics
Matt Schrader, CFA, CIPM Matt Schrader, CFA, CIPM's Investment advisor Experience April 2007 - April 2009
Job Research Team Leader
Industry Financial Services
Experience
Fisher Investments April 2009 - Present
Investment Advisor April 2007 - April 2009
Education
University of California, San Diego 1999 — 2003
Fisher Investments April 2009 - Present
Investment Advisor April 2007 - April 2009
Education
University of California, San Diego 1999 — 2003
Matthew Aaronson's Investment advisor Experience September 2009 - May 2013
Job Independent Consultant
Industry Financial Services
Experience
Lighthouse Advisory Services May 2013 - Present
Investment Advisor September 2009 - May 2013
PwC September 2003 - June 2009
PwC June 1999 - September 2003
Citicorp Securities/Citigroup January 1993 - January 1999
Bankers Trust January 1992 - December 1992
Skills
Due Diligence, Valuation, Financial Analysis, CMBS, Financial Modeling, Real Estate, Portfolio Management, Finance
Education
State University of New York at Albany 1987 — 1991
Bachelor of Arts (B.A.), Economics
Lighthouse Advisory Services May 2013 - Present
Investment Advisor September 2009 - May 2013
PwC September 2003 - June 2009
PwC June 1999 - September 2003
Citicorp Securities/Citigroup January 1993 - January 1999
Bankers Trust January 1992 - December 1992
Skills
Due Diligence, Valuation, Financial Analysis, CMBS, Financial Modeling, Real Estate, Portfolio Management, Finance
Education
State University of New York at Albany 1987 — 1991
Bachelor of Arts (B.A.), Economics
Kerriann Johnson's Investment advisor Experience October 2001 - Present
Job Performance Analyst
Industry Financial Services
Experience
Investment Advisor October 2001 - Present
Education
Fordham University 1997 — 2001
Finance
Investment Advisor October 2001 - Present
Education
Fordham University 1997 — 2001
Finance
Gregory Kozlowski's Investment advisor Experience Financial ConsultantYavapaii College Small Business Development CenterJanuary 2013 - Present
Job Financial Consultant at Yavapaii College Small Business Development Center
Industry Investment Management
Experience
Investment Advisor Financial ConsultantYavapaii College Small Business Development CenterJanuary 2013 - Present
Skills
Investment Advisory, Investments, Asset Managment, Investment Strategies, Wealth Management, High Net Worth..., Asset Allocation, Equities, Portfolio Management, Mutual Funds, Retirement Planning, Securities
Education
Loyola Marymount University 1995 — 1997
MBA, Finance, International Finance, International Business
Investment Advisor Financial ConsultantYavapaii College Small Business Development CenterJanuary 2013 - Present
Skills
Investment Advisory, Investments, Asset Managment, Investment Strategies, Wealth Management, High Net Worth..., Asset Allocation, Equities, Portfolio Management, Mutual Funds, Retirement Planning, Securities
Education
Loyola Marymount University 1995 — 1997
MBA, Finance, International Finance, International Business