JoycePayne Partners
Address: 1806 Summit Ave Suite 100, Richmond, VA 23230 Hours: Closed ⋅ Opens 9AM Tuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (804) 358-2702: : : : Category: : Website: Place name: : Website: https://agilipersonalcfo.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Agili Posting publicly on the Web Write a review Reviews Be the first to review
JoycePayne Partners List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at JoycePayne Partners. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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JoycePayne Partners Employees
Keel Point Advisors July 2013 - Present
JoycePayne Partners September 2003 - June 2013
Envera, LLC August 2000 - June 2001
ValueAmerica, Inc. June 1999 - August 2000
Home Account Network, Inc. June 1997 - July 1999
Ten State Street, LLP March 1995 - March 1997
Nelson Mullins Riley & Scarborough September 1993 - March 1995
Citicorp March 1990 - September 1990
Price Waterhouse June 1988 - March 1990
Skills
Private Equity, Hedge Funds, Venture Capital, Real Estate, Managed Futures, Commodities, Alternative Investments, Investments, Investment Strategies, Asset Management, Due Diligence, Portfolio Management, Asset Allocation, Wealth Management
Education
University of Pennsylvania - The Wharton School 2006 — 2006
Private Wealth Management
University of Virginia School of Law 1990 — 1993
JD, Law
New York University - Leonard N. Stern School of Business 1988 — 1990
MBA, Business, Accounting
Duke University 1984 — 1988
AB, English, History
St Christophers School 1971 — 1984
Woodberry Forest 1980 — 1981
JoycePayne Partners
Skills
Strategic Planning, Human Resources, Budget Process, Accounting
Education
University of Denver 1981 — 1985
BSAcc, Accounting
Drexel University
MBA
JoycePayne Partners March 2011 - Present
Sovereign Bank May 2010 - March 2011
Morgan Stanley Smith Barney June 1996 - April 2010
Skills
Retirement Planning, Personal Financial..., Investment Management
Education
Muhlenberg College 2007 — 2010
Bachelors, Business Administration
Fuller Wealth Advisors, Inc. October 2011 - Present
100 Black Men of Greater Richmond, Inc. 2011 - Present
BowenFuller Wealth Advisors March 2010 - October 2011
JoycePayne Partners May 2001 - March 2010
Michael Joyce & Associates 2001 - 2006
Wonderware Corporation May 1995 - January 2001
Invensys 1997 - 2001
Philip Morris USA 1987 - 1995
Skills
Investment Management, Financial Planners, Risk Management, Estate Law, Restricted Stock, Asset Allocation, Asset Managment, Portfolio Management, Retirement Planning, Retirement
Education
The University of Memphis 1983 — 1987
Bachelor of Science, Electrical Engineering
JoycePayne Partners September 2014 - Present
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Finance, Portfolio Management, Asset Management, Equities, Asset Allocation, Securities, Bloomberg Terminal
Education
University of Richmond 2009 — 2013
Bachelor of Science (B.S.)
WilmerHale April 2011 - Present
Virginia Hispanic Chamber of Commerce January 2010 - April 2011
Tuckahoe Volunteer Rescue Squad January 2005 - December 2008
The United States Hispanic Chamber of Commerce May 2008 - August 2008
William Byrd Community Center May 2004 - August 2004
JoycePayne Partners May 2004 - August 2004
Education
Sewanee-The University of the South 2006 — 2010
B.A., International and Global Studies (Hispanic World Track)
Georgetown University 2009 — 2009
Summer, Intensive Modern Arabic I and II
St. Christopher's School 1994 — 2006
J. Sargeant Reynolds Community College 2005 — 2005
Emergency Medicine
Cambridge Associates November 2011 - July 2014
JoycePayne Partners October 2009 - November 2011
Fidelity Investments May 2008 - July 2008
Skills
Equities, Valuation, Investments
Education
University of Virginia Darden School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Virginia Darden School of Business 2014 — 2016
University of Richmond 2006 — 2009
The Tuck School of Business at Dartmouth 2008 — 2008
Tuck Business Bridge Program
Boston University 2005 — 2006
JoycePayne Partners June 2015 - Present
Virginia Department of Taxation May 2014 - August 2014
Skills
Econometrics, Analysis
Education
James Madison University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Economics Minor
FBR June 2015 - Present
FBR June 2015 - Present
Dun & Bradstreet May 2014 - August 2014
JoycePayne Partners March 2014 - May 2014
Circle K International May 2012 - May 2014
Northwestern Mutual June 2013 - August 2013
EXPRESS June 2011 - January 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Team-oriented, Highly detail oriented, Time Management, Event Planning
Education
University of Richmond 2011 — 2015
Bachelor of Science (B.S.), Business Administration with a concentration in finance and Bachelor of Arts in LAIS (Spanish)
Universidad Pablo de Olavide
Universidad Blas Pascal
Allentown Central Catholic High School 2007 — 2011
JoycePayne Partners February 2003 - Present
Skills
Retirement Planning, Strategic Financial..., Asset Allocation, Retirement, Investments, Portfolio Management, Asset Management, Alternative Investments, Financial Planners, Investment Management, Investment Advisory, Wealth Management, Mutual Funds, Estate Planning, IRAs, Risk Management, Securities, Wealth Management..., Financial Planning
Education
East Stroudsburg University of Pennsylvania 1997 — 2001
Bachelor's degree, English Language and Literature, General
Navigate Financial Advisors January 2003 - Present
NAPFA 1993 - Present
JoycePayne Partners June 1993 - December 2002
Skills
Retirement, Retirement Planning, Retirement Capital Needs, Investment Planning, Investment Management, Estate Planning, Finance, Financial Advisory, Personal Finance, Financial Planning, Financial Planners, Portfolio Management
Education
College for Financial Planning 1995 — 1999
M.S., Financial Planning
College for Financial Planning 1981 — 1986
CFP, Certified Financial Panning
Lehigh University 1973 — 1974
M.Ed., Counselor Education
Dickinson College 1969 — 1973
B.A., Psychology
JoycePayne Partners May 2010 - Present
Bank of America December 2008 - May 2010
Air Products & Chemicals 1996 - 2000
Skills
Portfolio Management, Asset Allocation, Investments, Private Equity, Retirement Planning, Estate Planning, Financial Planners, Risk Management, Retirement, Alternative Investments, Asset Management, Investment Management, Financial Analysis, Small Business, Insurance, Banking, Due Diligence, Investment Advisory, Leadership
Education
Cornell University - Johnson Graduate School of Management 1994 — 1996
MBA, Finance / Marketing
Bucknell University 1987 — 1991
BS, Biology
JoycePayne Partners October 2008 - Present
Wachovia Wealth Mangement November 2005 - August 2008
PNC Advisors August 2004 - June 2005
Northern Trust January 1992 - July 2004
Skills
Strategic Financial..., Investments, Investment Management, Retirement, Financial Planners, Finance, Mutual Funds, Wealth, Portfolio Management, Asset Allocation, Investment Advisory, Estate Planning, Financial Planning, Risk Management, Financial Services, Wealth Management, Retirement Planning, Uniform Combined State..., Private Equity, Equities, 401k, Banking, High Net Worth..., Loans, Alternative Investments, Series 63, Wealth Management..., Fixed Income, IRAs, Asset Management, Investment Strategies, Financial Advisory, Hedge Funds, Securities, Investment Properties, Asset Managment, Fixed Annuities
Education
Indiana University - Kelley School of Business 1988 — 1992
BS, Accounting
College of Financial Planning
CFP, Certfied Financial Planner
JoycePayne Partners March 1993 - Present
Education
Drexel University 1990 — 1992
M.B.A., Finance
Penn State University 1978 — 1982
B.S., Finance