KeatsConnelly Company
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KeatsConnelly Employees
McGladrey June 2015 - Present
KeatsConnelly January 2012 - May 2015
Marriott International April 2004 - April 2013
USAA January 2009 - December 2011
American Express April 2007 - November 2008
Skills
Tax, International Tax, Personal Finance, Financial Analysis, High Net Worth..., Tax Software, Corporate Tax, Partnership Tax Returns, Tax Preparation, Property & Casualty..., Analysis, Critical Thinking, Sales Process, Sales Operations, Sales, Banking
Education
University of Alabama at Birmingham 2013 — 2017
Master of Accountancy, Accounting, Freshman
Arizona State University 2005 — 2011
Bachelor's degree, Accounting
McGladrey LLP May 2014 - Present
KeatsConnelly September 2013 - May 2014
Starwood Hotels & Resorts September 2007 - September 2013
Digital River, Inc. 2005 - 2007
Grant Thornton 2003 - 2005
PricewaterhouseCoopers 2002 - 2003
United Portfolio Management 1999 - 2002
Skills
Customer Service, Mergers & Acquisitions, Tax Law, Leadership, Microsoft Excel, Sarbanes-Oxley, GAAP, Strategic Planning, Managerial Finance, Internal Audit, Financial Modeling, Corporate Finance, Finance, Restructuring
Education
University of Minnesota - Carlson School of Management 2002 — 2003
Accounting and Taxation
William Mitchell College of Law 1999 — 2002
Doctor of Law (J.D.), Taxation
Hamline University 1995 — 1999
Bachelor of Arts, International Human Rights
KeatsConnelly January 2014 - Present
McAnaney & Associates, PLLC 2012 - 2013
Veterans' Legal and Tax Clinic 2010 - 2010
EOI Direct 2007 - 2008
EOI Direct 2005 - 2006
Cosho Humphrey, LLP 2002 - 2002
Hamilton, Michaelson & Hilty, LLP 2001 - 2001
Caldwell City Prosecutor 2001 - 2001
Education
University of Washington School of Law 2011 — 2012
Master of Laws (LL.M.), Taxation
Phoenix School of Law 2008 — 2011
Doctor of Law (J.D.)
Boise State University 2003 — 2005
Bachelor of Science (B.S.), Political Science and Government
KeatsConnelly December 2009 - Present
Rebecca N. Crayne CPA (NY) - Tax & Accounting Services 1991 - Present
Skills
Financial Advisory, Income Tax, High Net Worth..., Small Business, Accounting, Tax, Wealth Management, Trusts, Retirement
Education
New York University - Leonard N. Stern School of Business
Graduate work in Tax & Accounting
City University of New York City College
B.A., Psychology & Education
Transition Financial Advisors Group February 2001 - Present
KeatsConnelly January 1997 - January 2001
Stentor May 1994 - May 1996
TELUS May 1987 - December 1992
Skills
Financial Planning, Tax, Retirement Planning, Investments, Insurance, Risk Management, Asset Management, Portfolio Management, Estate Planning, Wealth Management, Investment Management, Financial Planners, Strategic Financial..., Financial Advisory, Investment Advisory, Strategic Planning, Business Planning, Finance, Management, Options, High Net Worth..., Personal Finance, Income Tax
Education
University of Arizona 1990 — 1992
MBA, Marketing, MIS
University of Alberta 1984 — 1987
Bachelor of Commerce (B.Com.), Marketing and Management Science
Northern Alberta Institute of Technology / NAIT 1982 — 1984
Administrative Management, Managemement Information Systems and Marketing
Salisbury Comp 1979 — 1981
High School, Diploma
KeatsConnelly 2011 - Present
USAA 2008 - 2010
RBC Wealth Management 2005 - 2007
Legg Mason 2002 - 2005
U.S. Department of State 1975 - 2002
Education
Georgetown University
Certificate, Financial Planning
Stanford University
MA, Economics
University of Virginia
BA, Biology, Economics
KeatsConnelly September 2013 - Present
Charles Schwab and Company, Inc May 2008 - August 2013
Nationwide Retirement Solutions March 2005 - March 2008
SunAmerica Securities, Inc. and Win Win Investment Planning April 2003 - January 2005
Charles Schwab and Company, Inc September 1999 - April 2003
Skills
Retirement Planning, Wealth Management, Program Management, Finance, Investment Advisory, Retirement, Financial Services, Securities, Process Improvement, Investments, Asset Management, Alternative Investments, Asset Allocation, Microsoft Office, Pensions, Life Insurance, Financial Planners, Mutual Funds, Risk Management, Equities, 401k, Estate Planning
Education
United States Military Academy, West Point, NY 1977 — 1981
B.S., Nuclear Engineering
KeatsConnelly June 2013 - Present
KeatsConnelly June 2008 - May 2013
KeatsConnelly April 2001 - June 2008
Mega Kinetics September 1997 - February 2001
Salant Corporation January 1986 - September 1994
Education
University of Phoenix 1999 — 2001
Hunter College 1990 — 1992
The Berkeley School, Hicksville, NY 1980 — 1982
Associate's degree, Fashion Merchandising
KeatsConnelly May 2000 - Present
CFA Society of South Florida July 2013 - June 2014
CFA Society of South Florida 2011 - 2013
CFA Society of South Florida 2010 - 2011
KeatsConnelly July 2004 - July 2008
Skills
Investments, Wealth Management, High Net Worth..., Portfolio Management, Investment Advisory, Strategic Financial..., Investment Management, Asset Allocation, Due Diligence, Investment Strategies, Wealth, Retirement Planning
Education
Chartered Financial Analyst Institute 2002 — 2007
CFA, Chartered Financial Analyst - 2007
College for Financial Planning 1998 — 2000
CFP
Arizona State University, W. P. Carey School of Business 1994 — 1997
MBA
University of Arizona 1985 — 1989
Bachelor of Science in Psychology
Camelback High School 1981 — 1985
Robert W. Baird & Co. September 2012 - Present
KeatsConnelly 2009 - July 2012
Skills
Personal Finance, Wealth Management, Strategic Financial...
Education
Arizona State University 2011 — 2013
Bachelor of Science (BS), Economics of Sustainability, Graduated Cum Laude
College of Financial Planning 2009 — 2010
Registered Paraplanner, Financial Planning
Ohio University
KeatsConnelly 2013 - Present
Bank of America 2011 - 2013
BLR Mobile Notary LLC 2005 - 2011
Charles Schwab 2006 - 2009
USAA 2005 - 2006
AFM Asset Management Ltd 2003 - 2005
Skills
Portfolio Management, Financial Analysis, Wealth Management, Relationship Management, Strategic Financial..., Investment Advisory, Financial Modeling, Accounting, Alternative Investments, Capital Markets..., Asset Valuation, Team Leadership, Financial Markets..., Leadership Development, Portfolio Optimization, Financial Software, Customer Relations, Business Development, Marketing Strategy, Electronic Trading, Professional Integrity, Sales Leadership and..., Online Marketing, Project Management, Project Implementation
Education
Texas A&M University 2010 — 2012
Master of Business Administration (MBA), Finance
University of Wisconsin-Oshkosh
Bachelor of Business Administration (BBA) in Finance, and Bachelor of Science (BS) in Economics (Dual Degree Program)
Steamboat Resort November 2014 - July 2015
KeatsConnelly January 2014 - February 2014
Private Nanny and Housekeeper May 2013 - November 2013
Means-Knaus Partners, LP February 2012 - October 2012
FasTracKids International April 2010 - April 2011
Financially Speaking June 2008 - October 2008
Callahan Capital Management January 2002 - January 2008
Victoria's Secret September 2006 - December 2006
Panda Garden Chinese Restaurant April 2004 - October 2004
Skills
Administrative..., Office Administration, Receptionist Duties, Telephone Skills, Outlook, PowerPoint, General Office Skills, General Office Work, Microsoft Publisher, Adobe Acrobat, Adobe Design Programs, Salesforce.com, Salesforce.com..., Event Planning, Microsoft Excel, Microsoft Office, Microsoft Word, Executive Support, Executive..., Commercial Real Estate, Educational Technology, Technical Writing, Commercial Insurance, Social Media, Social Media Marketing, Social Networking, Social Sciences, Customer Service, Cashiers, Market Research, Online Research, Sports Coaching, Childcare, Early Childhood..., Sociological Theory, Sociology of Education, Sociology Of Culture, Sociology, Hostesses, Driving License, Spanish, Surfing, Downhill Skiing, Water Skiing, Report Writing, Housekeeping, Light Housekeeping, Employee Training, Teacher Training, Wakeboarding
Education
American Public University System 2014 — 2016
Bachelor's degree, Sociology
University of Denver 2006 — 2009
Bachelor's degree, Sociology, 3.75
Steamboat Mountain School 2004 — 2006
High School Diploma, General, 3.2
KeatsConnelly June 1994 - Present
KeatsConnelly ULC (Canada) February 2013 - Present
Cross Border Tax & Accounting January 1999 - Present
KPMG Peat Marwick 1989 - 1990
Skills
US-Canada Tax, US-Canada Financial..., Leadership, Personal Financial..., Financial Planning, Tax, Estate Planning, Wealth Management, Tax Preparation, Retirement Planning, Asset Management, Trusts, Small Business, Compliance, Income Tax, Strategic Planning, High Net Worth...
Education
Arizona State University - W. P. Carey School of Business 1987 — 1989
BS, Accounting
Drake University 1976 — 1980
None, Finance and Education
Fiduciary Network August 2008 - Present
FPA 1988 - Present
KeatsConnelly September 1990 - Present
Cross-Border Tax and Accounting January 1998 - Present
KeatsConnelly, ULC (Canada) February 2013 - Present
National Advisors Trust Company April 2009 - Present
National Association of Personal Financial Planning Associates (NAP FA) June 1996 - Present
Canadian Arizona Business Council January 2006 - Present
The Keats Family Foundation October 2008 - Present
Self Counsel Press 1992 - 2014
Skills
Cross Border Financial..., Cross Border Business..., Estate Planning, Financial Planning, Tax, Investments, Wealth Management, Asset Management, Small Business, Trusts, Business Planning, Retirement Planning, Income Tax, Financial Analysis, Insurance, Portfolio Management, Public Speaking, Mutual Funds, Compliance, Succession Planning, Risk Management, Business Strategy, Asset Protection, Budgeting, High Net Worth..., Pensions, Tax Preparation, Writing, Financial Advisory, Trading, Wealth, Estate Tax Planning, Investment Advisory, Securities, Asset Allocation, Personal Finance, Retirement, Insurance Planning, Equities, Investment Strategies, Financial Management, 401k, Risk, International Tax, Planning, Financial Modeling, LLC, Tax Compliance, Cash Flow, Strategic Financial...
Education
College for Financial Planning 1988 — 1990
MSFP, Financial planning
University of Manitoba 1968 — 1972
BSc ME, Mechanical Engineering
KeatsConnelly November 2006 - Present
Research International 1995 - 2006
Landiscor Aerial Information 1991 - 1993
Skills
IT Strategy, Corporate Finance, Leadership, Systems Analysis, Software Development, Software Installation, Strategic Financial..., Financial Analysis, High Net Worth..., Asset Managment, Personal Finance
Education
Arizona State University, W. P. Carey School of Business 1984 — 1987
B.S. Accounting, Accounting
Scottsdale Community College
AA, Computer Information Systems
Miller Russell Associates February 2014 - Present
KeatsConnelly May 2008 - February 2014
Inpulse Response Group December 2003 - October 2007
Discover Financial Services March 2001 - October 2003
Skills
Portfolio Management, Investments, Wealth Management, Financial Services, Management, Trading, Process Improvement, Strategic Planning, Business Strategy, Asset Allocation, Wealth, Investment Advisory, Personal Finance, Investment Strategies, Asset Management
Education
Grand Canyon University 2009 — 2011
Master's of Business Administration, Finance, 3.9 GPA
Arizona State University West 2005 — 2008
BS, Finance
KeatsConnelly March 2005 - Present
Cherokee Elementary / Scottsdale Unified School District September 1997 - January 2005
Procter & Gamble Productions, Inc. September 1981 - July 1995
Skills
Strategic Financial...
Education
State University of New York College of Agriculture and Technology at Cobleskill
Sun Capital Partners June 2012 - Present
KeatsConnelly July 2007 - May 2012
Skills
Contract Negotiation, Procurement, Project Management, International..., Wealth Management, Strategic Financial..., Asset Allocation, Personal Finance, Cross-border, Retirement Planning, Investment Advisory, Investments, Personal Financial..., Asset Management, Financial Analysis, Investment Strategies, Investment Management, Financial Planners, Portfolio Management, Financial Advisory, Estate Planning, Supplier Negotiation, Private Equity, Finance
Education
Florida Atlantic University 2008 — 2010
MBA
Florida Atlantic University 2004 — 2006
Bachelor of Business Administration, cum laude, Finance
Florida Atlantic University 2004 — 2006
Bachelor of Business Administration, cum laude, International Business, Minor in French
KeatsConnelly October 2014 - Present
Russ Lyon Sotheby's International Realty January 2014 - December 2014
Valley View Water Company May 2013 - October 2014
United States Navy May 2009 - July 2013
United States Navy March 2012 - June 2013
United States Navy September 2012 - February 2013
United States Navy May 2009 - January 2012
Skills
Leadership, Program Management, Training, Operational Planning, Organizational..., Emergency Management, Government Contracting, Information Assurance, Risk Management, Analysis, Accounting, Real Estate, Team Building, Appointment Scheduling, Strategic Planning, Marketing, Data Analysis, Quality Assurance, Construction Management, Logistics, Teamwork, Finance, Highly detail oriented, Team Leadership, Technical Support, Master Scheduling, Inspection, Entrepreneurship, Advertising, Delegation, Online Advertising, Online Marketing, Sales Operations, New Business Development, Business Strategy, Sales Contracts, Communication, Life Cycle Planning
Education
University of Arizona 2005 — 2009
Bachelor's of Science in Business Administration, Major: Accounting
Arizona School of Real Estate and Business 2013 — 2013
Real Estate, Property Management
KeatsConnelly 2012 - Present
Werner's Wall-Covering & Painting 2005 - 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML
Education
Pierce College at Fort Steilacoom 2008 — 2009
Fitness & Nutrition
Central Michigan University 1998 — 2000
General Education
KeatsConnelly January 2015 - Present
Sarvas, Coleman, Edgell & Tobin, P.C. August 2013 - December 2014
Kforce February 2013 - August 2013
Starwood Hotels & Resorts Worldwide, Inc. June 2009 - October 2012
United States Navy February 1987 - June 1995
Skills
Income Tax, Tax Accounting, Corporate Tax, Partnership Taxation, Financial Analysis, Budgets, Forecasting, SAP, Finance, Financial Planning, Process Improvement, Due Diligence, Financial Modeling, Analysis, Microsoft Office, Microsoft Excel, Access, Tax, Accounting
Education
Arizona State University 2011 — 2013
Masters, Business Administration
Arizona State University 2006 — 2007
Masters, Taxation
Arizona State University 2005 — 2006
B.S., Accounting
Arizona State University 1999 — 2003
B.S., Marketing