Kalos Financial

Kalos Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Kalos Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Kalos Financial Salaries. You can even request information on how much does Kalos Financial pay if you want to. Learn about salaries, pros and cons of working for Kalos Financial directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

17 Kalos Financial employees in database. Find out everything there's to know about Kalos Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Kalos Financial Employees

Employee
Years
Job
Industry
Elliott Dement Elliott Dement Atlanta, Georgia Details
Elliott Dement's Kalos Financial Experience July 2014 - October 2014
Job Seeking a new career path in Financial operations or Logistics
Industry Financial Services
Experience
Homeside Properties, Inc.   January 2015 - July 2015
Kalos Financial   July 2014 - October 2014
Etrade Financial  June 2008 - July 2014

Skills
Series 7, Customer Service, Investments, Financial Analysis, Series 63, Business Analysis, Retirement Planning, Social Media, Call Centers, Series 24, Microsoft Word, Microsoft Excel, ACATS, DTC, Account Management, Financial Services, Salesforce.com, Opening New Accounts, Data Analysis, Operational Support, Investment Strategies, Single Family Homes, Public Speaking, Condos, Finance, Research, Community Management, Management, Vendor Relationship..., Operating Systems, Fraud Detection, FINRA, Bloomberg Terminal, ADP E-Time, ADP HRB, Cold Calling Experience, Triathlon, Swimming, Swim Instruction

Education
Sewanee-The University of the South   2002 — 2006
Bachelor of Arts (BA), Economics

David Schroll David Schroll Auburn, Alabama Details
David Schroll's Kalos Financial Experience August 2013 - April 2015
Job Compliance Analyst at Reliance Financial Group
Industry Financial Services
Experience
Reliance Financial Group  April 2015 - Present
Kalos Financial   August 2013 - April 2015
Auburn University College of Business  January 2012 - June 2013
FSC Securities  September 2010 - July 2011
FSC Securities  January 2010 - August 2010
FSC Securities  January 2008 - December 2009
FSC Securities  December 2006 - December 2007
UPS Supply Chain Solutions  2002 - 2002

Skills
Management, Analysis, Financial Services, Mutual Funds, Auditing, Microsoft Office, PowerPoint, Microsoft Excel, Quality Assurance, Microsoft Word, Financial Modeling, Internal Audit, Public Speaking, Data Analysis, Research, Financial Analysis, SAS, Investments, Portfolio Management, Strategic Financial...

Education
Auburn University   2011 — 2013
Master of Science (MS), Finance, General

Auburn University   2011 — 2012
Master of Business Administration (M.B.A.)

Auburn University, College of Business   2001 — 2005
Bachelor of Science, Business Administration, Major - Finance, Minor - Spanish

Randal C. Espey Randal C. Espey Greater Atlanta Area Details
Randal C. Espey's Kalos Financial Experience March 2005 - April 2006
Job Providing Life & DI Insurance Products to both Career and Independent Producing General Agents in Georgia (770) 8863589
Industry Insurance
Experience
Ohio National Financial Services  June 2013 - Present
Espey Financial Group   April 2006 - June 2013
Kalos Financial   March 2005 - April 2006
MassMutual Financial Group  July 1999 - March 2005
Guardian Life  July 1998 - July 1999
MetLife  January 1984 - June 1998

Skills
Management, Sales, Leadership, Training

Education
The University of Texas at Austin - Red McCombs School of Business   1979 — 1983
Bachelor of Business Administration (B.B.A.), Finance

Codi Handley Codi Handley Greater Atlanta Area Details
Codi Handley's Kalos Financial Experience June 2012 - Present
Job IT Supervisor at Kalos Financial
Industry Financial Services
Experience
Kalos Financial   June 2012 - Present

Skills
PowerPoint, Java, CSS, Microsoft Excel, Keynote, Microsoft Office, Mac OS X, Photoshop, Illustrator, Database Admin, HTML, Wordpress, Mac OS, Social Media, Internet Explorer, Databases, iWork, OS X

Education
The University of Georgia
Bachelors in Business Administration, Management Information Systems

Erik Setterlind Erik Setterlind Alpharetta, Georgia Details
Erik Setterlind's Kalos Financial Experience August 2014 - Present
Job VP Investment Management, Kalos Management
Industry Investment Management
Experience
Kalos Financial   August 2014 - Present
Wells Fargo  July 2013 - July 2014
Erik Setterlind   2012 - 2013
YieldQuest   March 2005 - November 2012

Skills
Web Design, Writing, Marketing Strategy, Social Media, Banking, Risk Management, Portfolio Management, Financial Analysis, Capital Markets, Fixed Income, Investment Banking, Integrated Marketing, Mutual Funds, Sales, Public Speaking

Education
University of Colorado at Denver   2004 — 2007
Master of Business Administration (MBA)

Colorado State University   1992 — 1996
Bachelor of Arts (B.A.), English Language and Literature, General

Kurt Tesh Kurt Tesh Greater Atlanta Area Details
Kurt Tesh's Kalos Financial Experience November 2013 - Present
Job Due Diligence Officer at Kalos Financial
Industry Financial Services
Experience
Kalos Financial   November 2013 - Present
Clarity Finance   2004 - October 2013
RogersCasey  1998 - 2004
Creative Financial Group  October 1997 - March 1998
Reliance Trust Company  April 1996 - June 1997
Financial Service Corp.   1990 - 1996

Skills
Portfolio Management, Asset Management, Investments, Alternative Investments, Asset Managment, Real Estate, Oil/Gas, Due Diligence, Mutual Funds, Asset Allocation, Finance, Management, Private Equity, Investment Strategies, Hedge Funds, Investment Management, Equities, Investment Advisory, Capital Markets, Series 7

Education
Stetson University   1980 — 1984
BBA, Finance, Marketing

Winter Haven High   1977 — 1980

Martin J. Aspin Martin J. Aspin Greater Atlanta Area Details
Martin J. Aspin's Kalos Financial Experience December 2013 - July 2015
Job at
Industry Financial Services
Experience
Fidelity Investments  August 2015 - Present
Capstone Financial, LLC  October 2012 - Present
Kalos Financial   December 2013 - July 2015
E*TRADE Financial  January 2012 - October 2012
Thrivent Financial for Lutherans  August 2010 - January 2012
MassMutual Financial Group  May 2009 - June 2010
Thrivent Financial for Lutherans  August 2008 - May 2009

Skills
Retirement Planning, Fixed Annuities, Strategic Financial..., Investments, Retirement, Wealth Management, Securities, Investment Advisory, Life Insurance, Financial Analysis, Disability Insurance, Margin, Employee Stock Options, Options Trading, Mutual Funds, Customer Service, Data Analysis, Financial Services, Finance

Education
University of Georgia - Terry College of Business   2005 — 2009
Bachelor of Business Administration (BBA), Marketing / Finance

Michele Bragg Michele Bragg Duluth, Georgia Details
Michele Bragg's Kalos Financial Experience March 2011 - Present
Job Accounting Manager at Kalos Financial
Industry Financial Services
Experience
Kalos Financial   March 2011 - Present
Home  February 1999 - March 2011
Scientific Atlanta  July 1997 - February 1999

Education
University of Minnesota - Carlson School of Management   1995 — 1997
Bachelor of Science (B.S.), Finance, General

Eden Prairie High School

Larry Lyons, ChFC Larry Lyons, ChFC Greater Atlanta Area Details
Larry Lyons, ChFC's Kalos Financial Experience September 2005 - Present
Job Sr. VP, Due Diligence Officer
Industry Financial Services
Experience
Kalos Financial   September 2005 - Present
Kalos Financial, Inc.   September 2005 - Present

Skills
Retirement Planning, Series 7, Investments, Portfolio Management, Asset, Financial Planning, Retirement, Mutual Funds, Alternative Investments, Securities, Asset Management, Brokerage, Private Placements, Private Equity, Hedge Funds, Real Estate, Financial Advisory

Education
The University of Georgia   1985 — 1987
BS Business Education

Middle Georgia Jr. College   1983 — 1984
BBA, Business

Tyler Mattingly Tyler Mattingly Greater Atlanta Area Details
Tyler Mattingly's Kalos Financial Experience June 2015 - Present
Job Vice President Alternative Investments at Kalos Financial
Industry Financial Services
Experience
Kalos Financial   June 2015 - Present
Triad Advisors  August 2014 - June 2015
Triad Advisors  March 2014 - June 2015
Wells Real Estate Funds  August 2012 - March 2014
Wells Real Estate Funds  January 2006 - March 2014
Wells Real Estate Funds  February 2005 - January 2006
Wells Real Estate Funds  May 2002 - August 2004
FSC Securities  February 2002 - May 2002
FSC Securities  January 2000 - February 2002
AMG Financial Strategies, Inc.   July 1998 - January 2000

Skills
Securities, Series 63, Financial Services, Investments, Asset Managment, Series 7, Alternative Investments, Portfolio Management, Series 24, Mutual Funds, Retirement Planning, Asset Management, Financial Advisory, Due Diligence, Financial Analysis

Education
Auburn University   1994 — 2000
Bachelor of Science (BS), Business Administration and Management, General

Providence Christian Academy

Providence Christian Academy

John Yuhas John Yuhas Marietta, Georgia Details
John Yuhas's Kalos Financial Experience 2015 - Present
Job Operations Manager at Kalos Financial
Industry Financial Services
Experience
Kalos Financial   2015 - Present
Kovack Securities  2014 - 2015
Resource Horizons Group LLC   2011 - 2014
Fitkids   2009 - 2011
Ferguson Enterprises  2001 - 2009

Education
Mercer University - Stetson School of Business and Economics   2003 — 2005
Master of Business Administration (M.B.A.), Finance

Maryville College   1995 — 2001
BA, International Business

Charlie Wilder Reed Charlie Wilder Reed Greater Atlanta Area Details
Charlie Wilder Reed's Kalos Financial Experience August 2014 - May 2015
Job Associate Director, Complex Administrative Manager at UBS
Industry Financial Services
Experience
UBS Financial Services  June 2015 - Present
Kalos Financial   August 2014 - May 2015
Kalos Financial   June 2012 - December 2014
J.P. Morgan Securities   January 2010 - June 2012
Bear Stearns, a division of J.P. Morgan   June 2008 - January 2010
Bear Stearns  2003 - 2008

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Financial Analysis, Customer Service, Risk Management, Access, Alternative Investments, Banking, Asset Management, Process Improvement

Education
Oglethorpe University   2003 — 2007
Bachelors of Arts, Liberal Studies

Dan Meehan Dan Meehan Greater Atlanta Area Details
Dan Meehan's Kalos Financial Experience August 2010 - Present
Job Senior Vice President Business Development at Kalos Financial
Industry Financial Services
Experience
Kalos Financial   August 2010 - Present
formerly with TD Ameritrade   2006 - 2010

Education
SUNY at Buffalo
Philosophy

Ellie Feiman Ellie Feiman Atlanta, Georgia Details
Ellie Feiman's Kalos Financial Experience August 2014 - June 2015
Job
Industry Hospitality
Experience
Inform, Inc.   June 2015 - Present
Kalos Financial   August 2014 - June 2015
North American Properties  June 2014 - June 2014
Festivity Group  November 2013 - March 2014
The Cypress Inn   February 2013 - June 2013
The University Club  May 2012 - December 2012
Northside United Methodist Church  May 2011 - June 2011
Limetree Gifts   November 2007 - May 2008

Skills
Communication Skills, Organization, People Skills, People-oriented, Success Driven, Team Building, Open Minded, Country Clubs, Event Planning, Team-oriented, Public Speaking, Teamwork, Communication, Customer Service

Education
University of Alabama   2008 — 2012
Bachelor's in Human Environmental Science, Hospitality Administration/Management

University of Alabama   2008 — 2012
Bachelors, Human Environmental Sciences; Restaurant and Hospitality Management; Meetings and Event Planning

St. Pius X Catholic High School   2004 — 2008

Hannah Gill Hannah Gill Athens, Georgia Details
Hannah Gill's Kalos Financial Experience July 2012 - July 2012
Job MSW Case Manager Intern at Kennesaw State University
Industry Mental Health Care
Experience
Kennesaw State University  August 2014 - Present
Mirko Pasta  August 2013 - June 2014
Georgia Department of Family and Children Services  January 2014 - April 2014
Atlanta Center for Medical Research  September 2012 - July 2013
Athens Regional Health System  July 2011 - September 2012
Mirko Pasta  July 2011 - September 2012
Kalos Financial   July 2012 - July 2012
Kalos Financial   June 2011 - July 2011

Skills
Social Services, Mental Health, Clinical Research, Psychology, Crisis Intervention, Community Outreach, Healthcare, Cpr Certified, Grant Writing

Education
The University of Georgia   2013 — 2015
Master of Social Work (MSW), Social Work

The University of Georgia   2007 — 2011
Bachelor of Science (B.S.), Psychology