Keating & Associates, Inc.
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Keating & Associates, Inc. Employees
Employee
Years
Job
Industry
Tim Weddle Tim Weddle's Keating & Associates, Inc. Experience 2012 - Present
Job Financial Advisor, Keating & Associates, Inc. Manhattan, KS
Industry Financial Services
Experience
Keating & Associates, Inc. 2012 - Present
Weddle and Sons, Inc. January 1998 - January 2014
Blue Ridge Partners November 2012 - March 2013
Kansas State University August 2009 - May 2012
Skills
Spanish, Project Management, Translation, Public Speaking, Leadership Development, Higher Education, Foreign Languages, Linguistics, Management, Teaching, Leadership
Education
Kansas State University 2009 — 2012
Master of Arts (M.A.), Second Language Acquisition (SLA), 4.0
Kansas State University 2005 — 2009
Bachelor of Arts (B.A.), Economics; Spanish Language and Literature
Keating & Associates, Inc. 2012 - Present
Weddle and Sons, Inc. January 1998 - January 2014
Blue Ridge Partners November 2012 - March 2013
Kansas State University August 2009 - May 2012
Skills
Spanish, Project Management, Translation, Public Speaking, Leadership Development, Higher Education, Foreign Languages, Linguistics, Management, Teaching, Leadership
Education
Kansas State University 2009 — 2012
Master of Arts (M.A.), Second Language Acquisition (SLA), 4.0
Kansas State University 2005 — 2009
Bachelor of Arts (B.A.), Economics; Spanish Language and Literature
Pat Keating's Keating & Associates, Inc. Experience 1975 - Present
Job President, CEO at Keating & Associates, Inc.
Industry Investment Management
Experience
Keating & Associates, Inc. 1975 - Present
Keating & Associates, Inc. 1975 - Present
Raymond James Investment Services 1989 - Present
Generational Farming: Keeping the Farm & the Family Together (2014) 2014 - 2014
Skills
Executive Coaching, Leadership Development, Investment Management, Strategic Financial..., Succession Planning, Asset Management, 401k, Certified Financial..., Charitable Trusts, Charitable Gift Planning, Donor Advised Funds, Team Building, Insurance, Wealth Management, Asset Allocation, Strategic Planning, Mutual Funds, Wealth Management..., Financial Advisory, Equities, Investments, Portfolio Management, Investment Strategies, Estate Planning, Retirement Planning, Financial Planning, Investment Advisory, Leadership, Public Speaking
Education
Emporia State University
Bachelor of Science (B.S.), Business Administration
Keating & Associates, Inc. 1975 - Present
Keating & Associates, Inc. 1975 - Present
Raymond James Investment Services 1989 - Present
Generational Farming: Keeping the Farm & the Family Together (2014) 2014 - 2014
Skills
Executive Coaching, Leadership Development, Investment Management, Strategic Financial..., Succession Planning, Asset Management, 401k, Certified Financial..., Charitable Trusts, Charitable Gift Planning, Donor Advised Funds, Team Building, Insurance, Wealth Management, Asset Allocation, Strategic Planning, Mutual Funds, Wealth Management..., Financial Advisory, Equities, Investments, Portfolio Management, Investment Strategies, Estate Planning, Retirement Planning, Financial Planning, Investment Advisory, Leadership, Public Speaking
Education
Emporia State University
Bachelor of Science (B.S.), Business Administration
Mark Queen Mark Queen's Keating & Associates, Inc. Experience 1989 - Present
Job Entrepreneur
Industry Individual & Family Services
Experience
Keating and Associates, Inc. (785) 537-0366 August 1989 - Present
Keating & Associates, Inc. 1989 - Present
Skills
Investments, Insurance, Financial Advisory, Entrepreneurship, Employee Benefits, Securities, Management, Financial Services, Finance, Wealth, Project Planning, Wealth Management, Personal Finance, Tax, Budgets, Public Speaking, Customer Service, Team Building, Event Management, Small Business, Public Relations, Estate Planning, Process Improvement, Social Media, Leadership, Life Insurance, Team Leadership, Marketing Strategy, Social Networking, Commercial Lending, System Administration, Sales, Social Media Marketing, Training, Advertising
Education
Kansas State University 1985 — 1987
BS, Marketing
Dodge City Community College 1983 — 1985
Associate's degree, Business Administration and Management, General
Keating and Associates, Inc. (785) 537-0366 August 1989 - Present
Keating & Associates, Inc. 1989 - Present
Skills
Investments, Insurance, Financial Advisory, Entrepreneurship, Employee Benefits, Securities, Management, Financial Services, Finance, Wealth, Project Planning, Wealth Management, Personal Finance, Tax, Budgets, Public Speaking, Customer Service, Team Building, Event Management, Small Business, Public Relations, Estate Planning, Process Improvement, Social Media, Leadership, Life Insurance, Team Leadership, Marketing Strategy, Social Networking, Commercial Lending, System Administration, Sales, Social Media Marketing, Training, Advertising
Education
Kansas State University 1985 — 1987
BS, Marketing
Dodge City Community College 1983 — 1985
Associate's degree, Business Administration and Management, General
Dustin Furrey's Keating & Associates, Inc. Experience March 2008 - November 2013
Job Independent Thinker
Industry Government Administration
Experience
Army National Guard May 2005 - Present
Keating Financial Advisory Services, Inc. March 2012 - November 2013
Raymond James July 2009 - November 2013
Keating & Associates, Inc. March 2008 - November 2013
Kansas State University August 2012 - December 2012
US Army May 2001 - May 2005
Skills
Strategic Financial..., Securities, Wealth Management, Financial Goals, Financial Advisory, Personal Financial..., Retirement Planning, Life Insurance, Employee Benefits, Finance, Small Business, Leadership, Retirement, Personal Finance, Investment Advisory
Education
Leadership Manhattan 2010 — 2010
Certificate, Leadership
Kansas State University 2006 — 2009
BS, Personal Financial Planning
Larned High School 1995 — 1998
Diploma
Army National Guard May 2005 - Present
Keating Financial Advisory Services, Inc. March 2012 - November 2013
Raymond James July 2009 - November 2013
Keating & Associates, Inc. March 2008 - November 2013
Kansas State University August 2012 - December 2012
US Army May 2001 - May 2005
Skills
Strategic Financial..., Securities, Wealth Management, Financial Goals, Financial Advisory, Personal Financial..., Retirement Planning, Life Insurance, Employee Benefits, Finance, Small Business, Leadership, Retirement, Personal Finance, Investment Advisory
Education
Leadership Manhattan 2010 — 2010
Certificate, Leadership
Kansas State University 2006 — 2009
BS, Personal Financial Planning
Larned High School 1995 — 1998
Diploma
Brian Nickel CFP®'s Keating & Associates, Inc. Experience March 2006 - Present
Job Certified Financial Planner
Industry Financial Services
Experience
Raymond James Financial Services Inc. March 2006 - Present
Keating & Associates, Inc. March 2006 - Present
Skills
Wealth Management, Strategic Financial..., Small Business, Retirement, Securities, Mutual Funds, Succession Planning, Employee Benefits, Financial Advisory, Investment Management, Financial Goals, 401k, Asset Management, Certified Financial..., Finance, Fixed Annuities, Insurance, Charitable Trusts, Charitable Gift Planning, Donor Advised Funds, Investment Banking, Financial Planning
Education
Henry W. Bloch School of Business 2008 — 2008
Financial Planning Certificate Program
Kansas State University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Raymond James Financial Services Inc. March 2006 - Present
Keating & Associates, Inc. March 2006 - Present
Skills
Wealth Management, Strategic Financial..., Small Business, Retirement, Securities, Mutual Funds, Succession Planning, Employee Benefits, Financial Advisory, Investment Management, Financial Goals, 401k, Asset Management, Certified Financial..., Finance, Fixed Annuities, Insurance, Charitable Trusts, Charitable Gift Planning, Donor Advised Funds, Investment Banking, Financial Planning
Education
Henry W. Bloch School of Business 2008 — 2008
Financial Planning Certificate Program
Kansas State University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Mike Converse's Keating & Associates, Inc. Experience July 2000 - Present
Job Wealth Manager at Raymond James Financial Services, Inc
Industry Financial Services
Experience
Raymond James Financial Services, Inc. January 2002 - Present
Keating & Associates, Inc. July 2000 - Present
Skills
Financial Advisory, Securities, Financial Goals, Insurance, Employee Benefits, Wealth Management, Finance, Strategic Financial..., Retirement, Estate Planning, Fixed Annuities, Asset Allocation, Investments, Small Business, Retirement Planning, Wealth, 401k, Financial Planning
Education
Kansas State University
Bachelor of Science in Business Administration, Finance, Economics
Raymond James Financial Services, Inc. January 2002 - Present
Keating & Associates, Inc. July 2000 - Present
Skills
Financial Advisory, Securities, Financial Goals, Insurance, Employee Benefits, Wealth Management, Finance, Strategic Financial..., Retirement, Estate Planning, Fixed Annuities, Asset Allocation, Investments, Small Business, Retirement Planning, Wealth, 401k, Financial Planning
Education
Kansas State University
Bachelor of Science in Business Administration, Finance, Economics
Daniel Higgins Daniel Higgins's Keating & Associates, Inc. Experience March 1994 - December 1998
Job President at Monarch Materials Group Inc.
Industry Building Materials
Experience
Monarch Materials Group, Inc. January 2015 - Present
US Army Reserve May 1990 - Present
Pella Windows & Doors April 2014 - December 2014
Pella Corporation January 2006 - March 2014
Dayton Superior Corp. November 2004 - December 2005
Dayton Superior Corp. January 1999 - November 2005
Keating & Associates, Inc. March 1994 - December 1998
Skills
Construction, Government Contracting, Leadership, Manufacturing, Process Improvement, Purchasing, Contract Negotiation, Contract Management, Business Development, New Business Development, Team Building, Strategic Planning, Marketing Strategy, Training, Management, Project Planning, Sales Management, Sales, Account Management, Cross-functional Team..., Pricing, Engineering, Customer Service, Operations Management, Direct Sales, Human Resources, Recruiting, Team Leadership, Budgets, Program Management, Logistics, Team Management, Negotiation, Project Management, Government, Business Analysis, Leadership Development, Strategy, Business Strategy, Change Management
Education
U.S. Army War College DDE 2014 — 2016
Master’s Degree
Rockhurst University 2003 — 2005
MBA
United States Military Academy at West Point 1986 — 1990
BS
Monarch Materials Group, Inc. January 2015 - Present
US Army Reserve May 1990 - Present
Pella Windows & Doors April 2014 - December 2014
Pella Corporation January 2006 - March 2014
Dayton Superior Corp. November 2004 - December 2005
Dayton Superior Corp. January 1999 - November 2005
Keating & Associates, Inc. March 1994 - December 1998
Skills
Construction, Government Contracting, Leadership, Manufacturing, Process Improvement, Purchasing, Contract Negotiation, Contract Management, Business Development, New Business Development, Team Building, Strategic Planning, Marketing Strategy, Training, Management, Project Planning, Sales Management, Sales, Account Management, Cross-functional Team..., Pricing, Engineering, Customer Service, Operations Management, Direct Sales, Human Resources, Recruiting, Team Leadership, Budgets, Program Management, Logistics, Team Management, Negotiation, Project Management, Government, Business Analysis, Leadership Development, Strategy, Business Strategy, Change Management
Education
U.S. Army War College DDE 2014 — 2016
Master’s Degree
Rockhurst University 2003 — 2005
MBA
United States Military Academy at West Point 1986 — 1990
BS
Vickie Dorgan, CFA, CFP Vickie Dorgan, CFA, CFP's Keating & Associates, Inc. Experience April 2010 - Present
Job Wealth Strategist, Keating & Associates (An Independent Firm); Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Keating & Associates, Inc. April 2010 - Present
Cole Partners October 2006 - December 2008
Northwestern Memorial Hospital 2004 - 2005
BMO Financial Group 2000 - 2003
Bank of Montreal 1999 - 2003
Harris Bank 1991 - 1999
Duff & Phelps 1981 - 1991
Skills
Financial Planning, Wealth Accumulation, Wealth Management, Wealth Preservation, Strategic Financial..., Wealth Management..., Securities, Asset Allocation, Investment Strategies, Commercial Lending, Banking, Retirement Plan..., Alternative Investments, Investment Management, Retirement, Business Analysis, Investments, Financial Advisory, Valuation, Management, Credit, Financial Services, FINRA, Insurance, Finance, Wealth, Financial Planners, Estate Planning, Investment Advisory, Series 7, Portfolio Management, Financial Analysis, Asset Management
Education
The University of Chicago Booth School of Business 1981 — 1984
MBA
The University of Chicago 1976 — 1980
AB
London Business School
Keating & Associates, Inc. April 2010 - Present
Cole Partners October 2006 - December 2008
Northwestern Memorial Hospital 2004 - 2005
BMO Financial Group 2000 - 2003
Bank of Montreal 1999 - 2003
Harris Bank 1991 - 1999
Duff & Phelps 1981 - 1991
Skills
Financial Planning, Wealth Accumulation, Wealth Management, Wealth Preservation, Strategic Financial..., Wealth Management..., Securities, Asset Allocation, Investment Strategies, Commercial Lending, Banking, Retirement Plan..., Alternative Investments, Investment Management, Retirement, Business Analysis, Investments, Financial Advisory, Valuation, Management, Credit, Financial Services, FINRA, Insurance, Finance, Wealth, Financial Planners, Estate Planning, Investment Advisory, Series 7, Portfolio Management, Financial Analysis, Asset Management
Education
The University of Chicago Booth School of Business 1981 — 1984
MBA
The University of Chicago 1976 — 1980
AB
London Business School
Andrew Congleton's Keating & Associates, Inc. Experience July 2009 - December 2010
Job Financial Services Representative and Investment Advisor Representative at MetLife
Industry Financial Services
Experience
MetLife January 2011 - Present
Keating & Associates, Inc. July 2009 - December 2010
Dominick & Dominick LLC 2009 - 2009
Oppenheimer & Co. 2008 - 2009
US Department of Health and Human Services, Administration for Children and Families January 2007 - July 2008
Skills
Retirement, IRAs, Series 7, Investments, Mutual Funds, Financial Advisory, Investment Advisory, Wealth Management, Life Insurance, 401k, 401k Rollovers, Disability Insurance, Insurance, Long Term Care Insurance, Strategic Financial..., Estate Conservation...
Education
Kansas State University 2003 — 2006
B.S. in Business Administration, Finance, General
MetLife January 2011 - Present
Keating & Associates, Inc. July 2009 - December 2010
Dominick & Dominick LLC 2009 - 2009
Oppenheimer & Co. 2008 - 2009
US Department of Health and Human Services, Administration for Children and Families January 2007 - July 2008
Skills
Retirement, IRAs, Series 7, Investments, Mutual Funds, Financial Advisory, Investment Advisory, Wealth Management, Life Insurance, 401k, 401k Rollovers, Disability Insurance, Insurance, Long Term Care Insurance, Strategic Financial..., Estate Conservation...
Education
Kansas State University 2003 — 2006
B.S. in Business Administration, Finance, General
Laura (Skiles) Frye Laura (Skiles) Frye's Keating & Associates, Inc. Experience November 2014 - Present
Job Financial Advisor at Keating & Associates, Inc.
Industry Financial Services
Experience
Keating & Associates, Inc. November 2014 - Present
Raymond James Financial Services November 2014 - Present
Central National Bank September 2010 - October 2014
Skills
Banking, Lines Of Credit, Consumer Lending, Loans, Team Building, Opportunity Management, Opportunity Assessment, Branch Management, Leadership, Coaching, Credit, Leadership Development, Customer Service, Cross Selling, Retail Banking, Financial Analysis, Customer Satisfaction, Branch Banking, Sales, Management, Public Speaking, Strategic Planning, Microsoft Office
Education
Manhattan Christian College 2007 — 2010
Bachelor of Science (BS), Management
Kansas State University 2006 — 2010
Keating & Associates, Inc. November 2014 - Present
Raymond James Financial Services November 2014 - Present
Central National Bank September 2010 - October 2014
Skills
Banking, Lines Of Credit, Consumer Lending, Loans, Team Building, Opportunity Management, Opportunity Assessment, Branch Management, Leadership, Coaching, Credit, Leadership Development, Customer Service, Cross Selling, Retail Banking, Financial Analysis, Customer Satisfaction, Branch Banking, Sales, Management, Public Speaking, Strategic Planning, Microsoft Office
Education
Manhattan Christian College 2007 — 2010
Bachelor of Science (BS), Management
Kansas State University 2006 — 2010
Mark Weddle Mark Weddle's Keating & Associates, Inc. Experience 1975 - Present
Job Financial Advisor
Industry Investment Management
Experience
Keating & Associates, Inc. 1975 - Present
Skills
Public Speaking, Customer Service, Strategic Planning, Management, Team Building, Leadership, Estate Planning, Strategy, Insurance, Event Planning
Education
Kansas State University 1969 — 1973
Bachelor's Degree, Biology, General
The American College
Chartered Life Underwriter, Insurance
Keating & Associates, Inc. 1975 - Present
Skills
Public Speaking, Customer Service, Strategic Planning, Management, Team Building, Leadership, Estate Planning, Strategy, Insurance, Event Planning
Education
Kansas State University 1969 — 1973
Bachelor's Degree, Biology, General
The American College
Chartered Life Underwriter, Insurance
Brad Bietau Brad Bietau's Keating & Associates, Inc. Experience September 2011 - August 2012
Job Membership Sales Representative at Prairie Life Fitness Center
Industry Information Technology and Services
Experience
Prairie Life Fitness Center May 2015 - Present
Ad Astra Information Systems June 2014 - March 2015
Candlewood Suites January 2013 - June 2014
Manhattan Fieldhouse Project October 2012 - December 2012
Keating & Associates, Inc. September 2011 - August 2012
K-State Athletics August 2009 - July 2011
Skills
Event Planning, Customer Service, Event Management, Account Management, Sponsorship, Marketing, Sales, Strategic Planning, Leadership, Budgets, Sports Marketing, Public Speaking, Advertising
Education
Kansas State University 2009 — 2011
Master's degree, College Student Counseling and Personnel Services
Bethany College 2005 — 2009
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Manhattan High School 2000 — 2004
High School Diploma
Prairie Life Fitness Center May 2015 - Present
Ad Astra Information Systems June 2014 - March 2015
Candlewood Suites January 2013 - June 2014
Manhattan Fieldhouse Project October 2012 - December 2012
Keating & Associates, Inc. September 2011 - August 2012
K-State Athletics August 2009 - July 2011
Skills
Event Planning, Customer Service, Event Management, Account Management, Sponsorship, Marketing, Sales, Strategic Planning, Leadership, Budgets, Sports Marketing, Public Speaking, Advertising
Education
Kansas State University 2009 — 2011
Master's degree, College Student Counseling and Personnel Services
Bethany College 2005 — 2009
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Manhattan High School 2000 — 2004
High School Diploma
Emily Wolters's Keating & Associates, Inc. Experience September 2014 - Present
Job Pension Administrator at Keating & Associates
Industry Financial Services
Experience
Keating & Associates, Inc. September 2014 - Present
Skills
Strategic Planning, Risk Management, Finance, Insurance, Budgets, Financial Planning, Income Tax, Estate Planning, Microsoft Office, Relius Administration, Investments, Pension Administration
Education
Kansas State University 2010 — 2014
Kansas State University 2010 — 2014
Bachelor of Science (B.S.), Personal Financial Planning
Keating & Associates, Inc. September 2014 - Present
Skills
Strategic Planning, Risk Management, Finance, Insurance, Budgets, Financial Planning, Income Tax, Estate Planning, Microsoft Office, Relius Administration, Investments, Pension Administration
Education
Kansas State University 2010 — 2014
Kansas State University 2010 — 2014
Bachelor of Science (B.S.), Personal Financial Planning
Kim Franz's Keating & Associates, Inc. Experience August 1994 - Present
Job Life & Health Field Underwriter, Licensing & Contracting and Commissions
Industry Financial Services
Experience
Keating & Associates, Inc. August 1994 - Present
Skills
Life Insurance, Term Life Insurance, Critical Illness, Disability Insurance, Whole Life, Universal Life, Insurance Licensing &..., Database Administration, Charitable Trusts, Animal Welfare, Donor Advised Funds, 501c3, Health Insurance, Ebay Sales, ETSY Sales, Greeting Cards, Die Cutting
Education
Kansas State University 1986 — 1987
Masters, Gerontology, 4.0
Kansas State University 1982 — 1986
BS, Psychology, 3.42
Keating & Associates, Inc. August 1994 - Present
Skills
Life Insurance, Term Life Insurance, Critical Illness, Disability Insurance, Whole Life, Universal Life, Insurance Licensing &..., Database Administration, Charitable Trusts, Animal Welfare, Donor Advised Funds, 501c3, Health Insurance, Ebay Sales, ETSY Sales, Greeting Cards, Die Cutting
Education
Kansas State University 1986 — 1987
Masters, Gerontology, 4.0
Kansas State University 1982 — 1986
BS, Psychology, 3.42
Eric McCune's Keating & Associates, Inc. Experience February 2012 - December 2012
Job Banking Professional
Industry Banking
Experience
Montclair Hotel Investors January 2014 - Present
Keating & Associates, Inc. February 2012 - December 2012
Edward Jones February 2011 - October 2011
Bank of America March 2008 - August 2008
Bank of America June 2007 - August 2007
Skills
Investments, Banking, Training, Insurance, Portfolio Management, Business Analysis, Financial Analysis, French, Business Writing, Microsoft Excel, Microsoft Office, Microsoft Word, Investment Advisory, Investment Strategies, Customer Service, Strategic Financial..., Financial Services
Education
University of Illinois at Urbana-Champaign 2006 — 2010
Economics
Montclair Hotel Investors January 2014 - Present
Keating & Associates, Inc. February 2012 - December 2012
Edward Jones February 2011 - October 2011
Bank of America March 2008 - August 2008
Bank of America June 2007 - August 2007
Skills
Investments, Banking, Training, Insurance, Portfolio Management, Business Analysis, Financial Analysis, French, Business Writing, Microsoft Excel, Microsoft Office, Microsoft Word, Investment Advisory, Investment Strategies, Customer Service, Strategic Financial..., Financial Services
Education
University of Illinois at Urbana-Champaign 2006 — 2010
Economics
Adam Bahner's Keating & Associates, Inc. Experience June 2010 - December 2013
Job Agency Retirement Plan Specialist at MassMutual Oklahoma
Industry Financial Services
Experience
MassMutual Oklahoma January 2014 - Present
Raymond James Financial Services, Inc July 2010 - December 2013
Keating & Associates, Inc. June 2010 - December 2013
Education
Southern Nazarene University 2006 — 2010
Finance
MassMutual Oklahoma January 2014 - Present
Raymond James Financial Services, Inc July 2010 - December 2013
Keating & Associates, Inc. June 2010 - December 2013
Education
Southern Nazarene University 2006 — 2010
Finance
Feiwen Wang's Keating & Associates, Inc. Experience June 2009 - November 2010
Job Actuarial Student
Industry Insurance
Experience
Zurich Insurance June 2011 - August 2011
Keating & Associates, Inc. June 2009 - November 2010
DePaul University June 2008 - November 2009
Alexander J. Wayne & Associates, Inc. June 2009 - August 2009
Skills
Insurance, Financial Analysis, Research, SAS, Actuarial Science, Statistics, Actuarial, Excel, Data Analysis
Education
DePaul University 2010 — 2012
Master, Actuarial Science
DePaul University 2006 — 2010
Bechalor, Finance
Zurich Insurance June 2011 - August 2011
Keating & Associates, Inc. June 2009 - November 2010
DePaul University June 2008 - November 2009
Alexander J. Wayne & Associates, Inc. June 2009 - August 2009
Skills
Insurance, Financial Analysis, Research, SAS, Actuarial Science, Statistics, Actuarial, Excel, Data Analysis
Education
DePaul University 2010 — 2012
Master, Actuarial Science
DePaul University 2006 — 2010
Bechalor, Finance
Daniel Keating's Keating & Associates, Inc. Experience June 2009 - Present
Job Overseeing finances for Companies, Families, and Individuals in Kansas City
Industry Financial Services
Experience
Keating & Associates, Inc. June 2009 - Present
Skills
Insurance, Employee Benefits, Wealth Management, Securities, Financial Advisory, Retirement, Account Management, Strategic Financial..., Finance, Risk Management, Disability Insurance
Education
University of Kansas 2004 — 2009
BGS, Communications
Keating & Associates, Inc. June 2009 - Present
Skills
Insurance, Employee Benefits, Wealth Management, Securities, Financial Advisory, Retirement, Account Management, Strategic Financial..., Finance, Risk Management, Disability Insurance
Education
University of Kansas 2004 — 2009
BGS, Communications
Alisa James's Keating & Associates, Inc. Experience January 2004 - Present
Job Registered ParaPlanner at Keating & Associates, Inc.
Industry Financial Services
Experience
Keating & Associates, Inc. January 2004 - Present
Skills
Wealth Management, Banking, Financial Planning, Risk Management, Securities, Investments, Management, Portfolio Management, Finance, Financial Analysis, Insurance
Education
Kansas State University 1999 — 2003
Bachelor's Degree, Financial Planning and Services
Keating & Associates, Inc. January 2004 - Present
Skills
Wealth Management, Banking, Financial Planning, Risk Management, Securities, Investments, Management, Portfolio Management, Finance, Financial Analysis, Insurance
Education
Kansas State University 1999 — 2003
Bachelor's Degree, Financial Planning and Services