INVESTMENT ADVISORY FIRM
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INVESTMENT ADVISORY FIRM Employees
Employee
Years
Job
Industry
Sherri Tate Sherri Tate's INVESTMENT ADVISORY FIRM Experience May 2012 - Present
Job Licensed Financial Assistant/Operations Manager at an Investment Advisory Firm
Industry Financial Services
Experience
Investment Advisory Firm May 2012 - Present
Fidelity Investments August 2010 - November 2011
Ameriprise Financial Services January 2009 - November 2010
Wells Real Estate Funds September 2003 - November 2008
NAC International August 2001 - September 2003
Skills
Investments, System Administration, Series 7, Team Building, Microsoft Word, CRM, Outlook, PowerPoint, Organization, Portfolio Management, Training, Sales Management, Microsoft Excel, Relationship Marketing, Securities, Financial Analysis, Retirement Planning, Management, Wealth Management, Microsoft Office, Mutual Funds, Insurance, Inventory Management, Marketing, Human Resources, Sales, Employee Benefits, Time Management, Banking, Finance
Education
University of Florida 1991 — 1993
Mathematics/Education
Augusta State University 1990 — 1992
BA, Education
University of Florida
Education-Mathematics
Investment Advisory Firm May 2012 - Present
Fidelity Investments August 2010 - November 2011
Ameriprise Financial Services January 2009 - November 2010
Wells Real Estate Funds September 2003 - November 2008
NAC International August 2001 - September 2003
Skills
Investments, System Administration, Series 7, Team Building, Microsoft Word, CRM, Outlook, PowerPoint, Organization, Portfolio Management, Training, Sales Management, Microsoft Excel, Relationship Marketing, Securities, Financial Analysis, Retirement Planning, Management, Wealth Management, Microsoft Office, Mutual Funds, Insurance, Inventory Management, Marketing, Human Resources, Sales, Employee Benefits, Time Management, Banking, Finance
Education
University of Florida 1991 — 1993
Mathematics/Education
Augusta State University 1990 — 1992
BA, Education
University of Florida
Education-Mathematics
Brittany Brooks Brittany Brooks's INVESTMENT ADVISORY FIRM Experience May 2011 - Present
Job Compliance at INVESTMENT ADVISORY FIRM
Industry Law Practice
Experience
INVESTMENT ADVISORY FIRM May 2011 - Present
Hidden Lake June 2006 - December 2010
Missouri Department of Probation and Parole January 2008 - December 2008
Skills
Securities Regulation, Corporate Governance, Corporate Law, Legal Advice, Joint Ventures, Intellectual Property, Legal Research, Legal Writing, Commercial Litigation, Westlaw, International Law, Litigation, Cross-border..., Securities, Strategic Planning, Bankruptcy, Licensing, Dispute Resolution, Trusts, Legal Assistance, Litigation Support
Education
Webster University 2012 — 2014
Master's Degree, Gerontology
Webster University 2011 — 2012
Paralegal Certification, Legal Assistant/Paralegal
Webster University 2010 — 2012
Master of Arts (M.A.), Legal Studies, General
University of Missouri - St. Louis 2006 — 2010
Bachelor of Arts (BA), Criminology
INVESTMENT ADVISORY FIRM May 2011 - Present
Hidden Lake June 2006 - December 2010
Missouri Department of Probation and Parole January 2008 - December 2008
Skills
Securities Regulation, Corporate Governance, Corporate Law, Legal Advice, Joint Ventures, Intellectual Property, Legal Research, Legal Writing, Commercial Litigation, Westlaw, International Law, Litigation, Cross-border..., Securities, Strategic Planning, Bankruptcy, Licensing, Dispute Resolution, Trusts, Legal Assistance, Litigation Support
Education
Webster University 2012 — 2014
Master's Degree, Gerontology
Webster University 2011 — 2012
Paralegal Certification, Legal Assistant/Paralegal
Webster University 2010 — 2012
Master of Arts (M.A.), Legal Studies, General
University of Missouri - St. Louis 2006 — 2010
Bachelor of Arts (BA), Criminology
Charlene Poindexter Morris's INVESTMENT ADVISORY FIRM Experience July 2013 - Present
Job Account Manager
Industry Financial Services
Experience
Investment Advisory Firm July 2013 - Present
Oak Family Advisors, LLC February 2011 - June 2013
Morgan Stanley Smith Barney September 2010 - February 2011
Skills
Wealth Management, Series 7, Alternative Investments, Asset Management, Marketing, Portfolio Management
Education
Purdue University - Krannert School of Management
BS, Management
Investment Advisory Firm July 2013 - Present
Oak Family Advisors, LLC February 2011 - June 2013
Morgan Stanley Smith Barney September 2010 - February 2011
Skills
Wealth Management, Series 7, Alternative Investments, Asset Management, Marketing, Portfolio Management
Education
Purdue University - Krannert School of Management
BS, Management
Bonnie Gortler Bonnie Gortler's INVESTMENT ADVISORY FIRM Experience August 1982 - Present
Job at Owner of Bonnie Gortler Enterprises
Industry Health, Wellness and Fitness
Experience
Investment Advisory Firm August 1982 - Present
Bonnie Gortler Enterprises January 2009 - Present
Skills
Mutual Funds, ETFs, Entrepreneurship, Coaching, Social Media Marketing, Marketing, Social Networking, Chart, Team Building, Leadership, Personal Development, Blogging, Forecasting, Business Networking, Social Media, Investments, Networking, Sales, Motivational Speaking, Web Marketing, Online Marketing, Network Marketing, SEO, Email Marketing, Management, Start-ups, Leadership Development, Strategic Planning, Portfolio Management, Mobile Marketing, Business Development, Finance, Risk Management
Education
LIU Post 1982 — 1987
Masters, Business Administration
Investment Advisory Firm August 1982 - Present
Bonnie Gortler Enterprises January 2009 - Present
Skills
Mutual Funds, ETFs, Entrepreneurship, Coaching, Social Media Marketing, Marketing, Social Networking, Chart, Team Building, Leadership, Personal Development, Blogging, Forecasting, Business Networking, Social Media, Investments, Networking, Sales, Motivational Speaking, Web Marketing, Online Marketing, Network Marketing, SEO, Email Marketing, Management, Start-ups, Leadership Development, Strategic Planning, Portfolio Management, Mobile Marketing, Business Development, Finance, Risk Management
Education
LIU Post 1982 — 1987
Masters, Business Administration
Jennifer Commer's INVESTMENT ADVISORY FIRM Experience April 2011 - June 2012
Job Marketing Associate at Matthews Asia
Industry Marketing and Advertising
Experience
Matthews Asia June 2012 - Present
ALS Association - Golden West Chapter January 2012 - Present
Investment Advisory Firm April 2011 - June 2012
JSY Public Relations April 2011 - January 2012
Skills
Event Planning, Marketing, Microsoft Excel, Public Relations, PowerPoint, Event Management
Education
California State University-Long Beach - College of Business Administration 2007 — 2009
Bachelor of Science - Business Administration, Marketing, Finance
Matthews Asia June 2012 - Present
ALS Association - Golden West Chapter January 2012 - Present
Investment Advisory Firm April 2011 - June 2012
JSY Public Relations April 2011 - January 2012
Skills
Event Planning, Marketing, Microsoft Excel, Public Relations, PowerPoint, Event Management
Education
California State University-Long Beach - College of Business Administration 2007 — 2009
Bachelor of Science - Business Administration, Marketing, Finance
Christy Denny, PHR Christy Denny, PHR's INVESTMENT ADVISORY FIRM Experience October 2011 - October 2012
Job HR Generalist at Public Broadcasting Service
Industry Human Resources
Experience
Public Broadcasting Service March 2015 - Present
Human Capital Initiatives October 2012 - March 2015
Investment Advisory Firm October 2011 - October 2012
Freelance May 2006 - July 2011
Education
Ball State University - College of Business
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
George Mason University 2004 — 2008
Bachelor of Arts (B.A.), Theatre/Theater; Business
Public Broadcasting Service March 2015 - Present
Human Capital Initiatives October 2012 - March 2015
Investment Advisory Firm October 2011 - October 2012
Freelance May 2006 - July 2011
Education
Ball State University - College of Business
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
George Mason University 2004 — 2008
Bachelor of Arts (B.A.), Theatre/Theater; Business
Sarah Reidy's INVESTMENT ADVISORY FIRM Experience June 2013 - Present
Job Public Affairs and Marketing Consultant
Industry Government Relations
Experience
INVESTMENT ADVISORY FIRM June 2013 - Present
Red Solutions Group March 2010 - Present
Mark David Custom Furniture April 2012 - December 2012
Bobbie Holsclaw for Governor 2011 - 2011
Jon Huntsman for President 2011 - 2011
VM Technologies 2010 - 2011
Self Contracted 2010 - 2010
Louisville Metro Council 2006 - 2009
Young Republican National Federation 2008 - 2008
The White House January 2006 - July 2006
Skills
Coalitions, Branding & Identity, Public Affairs, Political Campaigns, Earned Media, Appointment Scheduling, High Level Of..., Social Media Strategist, Social Media Consulting, Master Scheduling, Meeting Scheduling, Fundraising, Community Outreach, Social Media Marketing, Marketing, Marketing Communications, Digital Marketing, Email Marketing, International Relations, Policy, Politics, Government, Leadership, Public Relations, Public Speaking, Event Planning
Education
The George Washington University
Bachelor of Arts
Sapulpa High School
Diploma
INVESTMENT ADVISORY FIRM June 2013 - Present
Red Solutions Group March 2010 - Present
Mark David Custom Furniture April 2012 - December 2012
Bobbie Holsclaw for Governor 2011 - 2011
Jon Huntsman for President 2011 - 2011
VM Technologies 2010 - 2011
Self Contracted 2010 - 2010
Louisville Metro Council 2006 - 2009
Young Republican National Federation 2008 - 2008
The White House January 2006 - July 2006
Skills
Coalitions, Branding & Identity, Public Affairs, Political Campaigns, Earned Media, Appointment Scheduling, High Level Of..., Social Media Strategist, Social Media Consulting, Master Scheduling, Meeting Scheduling, Fundraising, Community Outreach, Social Media Marketing, Marketing, Marketing Communications, Digital Marketing, Email Marketing, International Relations, Policy, Politics, Government, Leadership, Public Relations, Public Speaking, Event Planning
Education
The George Washington University
Bachelor of Arts
Sapulpa High School
Diploma
H. Bryan Neel's INVESTMENT ADVISORY FIRM Experience 2003 - 2006
Job Mayo Clinic, Physician/Executive Financial Advisory Services
Industry Medical Practice
Experience
Mayo Clinic 2006 - Present
Investment Advisory Firm 2003 - 2006
Credit Suisse 2000 - 2003
American Express 1996 - 2000
Education
Cornell University 1994 — 1996
Master of Business Administration (M.B.A.), Management & Finance
Trinity College-Hartford 1987 — 1991
Bachelor's Degree, Political Science and Economy; Biology
Mayo Clinic 2006 - Present
Investment Advisory Firm 2003 - 2006
Credit Suisse 2000 - 2003
American Express 1996 - 2000
Education
Cornell University 1994 — 1996
Master of Business Administration (M.B.A.), Management & Finance
Trinity College-Hartford 1987 — 1991
Bachelor's Degree, Political Science and Economy; Biology
Beth Dokovic's INVESTMENT ADVISORY FIRM Experience February 2007 - March 2013
Job Stayathome Mom
Industry Financial Services
Experience
Investment Advisory Firm February 2007 - March 2013
National City Bank June 2006 - December 2006
Education
Saint Louis University 2008 — 2009
MBA, Finance
Westminster College (MO) 2002 — 2006
B.A., Majors in Finance and Economics
Investment Advisory Firm February 2007 - March 2013
National City Bank June 2006 - December 2006
Education
Saint Louis University 2008 — 2009
MBA, Finance
Westminster College (MO) 2002 — 2006
B.A., Majors in Finance and Economics
P. Greggory Williams's INVESTMENT ADVISORY FIRM Experience July 2010 - Present
Job
Industry Financial Services
Experience
INVESTMENT ADVISORY FIRM July 2010 - Present
Purdue Federal Credit Union April 2008 - April 2013
The Lafayette Life Insurance Company March 2003 - June 2010
Peter Kiewit Sons' September 1994 - December 1997
Shenandoah Life Insurance Company June 1991 - September 1994
Jefferson National Life Insurance Company December 1986 - December 1990
Mutual of Omaha Fund Management Company June 1983 - December 1986
Northern Plains Natural Gas November 1981 - June 1983
Skills
Investments, Fixed Income, Financial Analysis, Portfolio Management, Valuation
Education
The University of Chicago Booth School of Business 1998 — 2000
IMBA, Business
INVESTMENT ADVISORY FIRM July 2010 - Present
Purdue Federal Credit Union April 2008 - April 2013
The Lafayette Life Insurance Company March 2003 - June 2010
Peter Kiewit Sons' September 1994 - December 1997
Shenandoah Life Insurance Company June 1991 - September 1994
Jefferson National Life Insurance Company December 1986 - December 1990
Mutual of Omaha Fund Management Company June 1983 - December 1986
Northern Plains Natural Gas November 1981 - June 1983
Skills
Investments, Fixed Income, Financial Analysis, Portfolio Management, Valuation
Education
The University of Chicago Booth School of Business 1998 — 2000
IMBA, Business
Melissa Miller, CFA's INVESTMENT ADVISORY FIRM Experience October 2009 - Present
Job Senior Analyst
Industry Investment Management
Experience
INVESTMENT ADVISORY FIRM October 2009 - Present
First Manhattan Co. August 2002 - September 2009
KPMG September 1996 - August 1999
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2001
MBA, Finance
Creighton University 1992 — 1996
BSBA, Accounting
INVESTMENT ADVISORY FIRM October 2009 - Present
First Manhattan Co. August 2002 - September 2009
KPMG September 1996 - August 1999
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2001
MBA, Finance
Creighton University 1992 — 1996
BSBA, Accounting
Perry Troisi's INVESTMENT ADVISORY FIRM Experience 1999 - Present
Job Managing Director, Investment Advisory Firm, Greater New York Area
Industry Investment Management
Experience
Investment Advisory Firm 1999 - Present
Skills
Asset Management, Fixed Income, Portfolio Management, Investments, Alternative Investments, Hedge Funds, Bloomberg, Asset Allocation, Series 7, Bonds, Investment Management, Equities, Investment Advisory, Capital Markets, Mutual Funds, Trading
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
MBA, Finance
Trinity College-Hartford 1982 — 1986
BS, Economics/Computer Coordinate wEcon
Investment Advisory Firm 1999 - Present
Skills
Asset Management, Fixed Income, Portfolio Management, Investments, Alternative Investments, Hedge Funds, Bloomberg, Asset Allocation, Series 7, Bonds, Investment Management, Equities, Investment Advisory, Capital Markets, Mutual Funds, Trading
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
MBA, Finance
Trinity College-Hartford 1982 — 1986
BS, Economics/Computer Coordinate wEcon
Nate Niemerg's INVESTMENT ADVISORY FIRM Experience October 2007 - Present
Job Systems Administrator at INVESTMENT ADVISORY FIRM
Industry Financial Services
Experience
INVESTMENT ADVISORY FIRM October 2007 - Present
Sextant Technology Partners March 2003 - October 2007
Skills
MCTS - Configuring..., MCTS - Installing and..., CCA - Citrix XenDesktop..., CCAA - Citrix XenApp..., VCP5 - VMWare Certified..., NCDA - NetApp Certified...
Education
Illinois State University 1997 — 2001
Bachelor of Science, Business Administration and Management, General
INVESTMENT ADVISORY FIRM October 2007 - Present
Sextant Technology Partners March 2003 - October 2007
Skills
MCTS - Configuring..., MCTS - Installing and..., CCA - Citrix XenDesktop..., CCAA - Citrix XenApp..., VCP5 - VMWare Certified..., NCDA - NetApp Certified...
Education
Illinois State University 1997 — 2001
Bachelor of Science, Business Administration and Management, General