KeatsConnelly Company

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KeatsConnelly Employees

Employee
Years
Job
Industry
Rachal Woodruff Rachal Woodruff Phoenix, Arizona Details
Rachal Woodruff's KeatsConnelly Experience January 2012 - May 2015
Job Senior Tax Accountant at McGladrey
Industry Financial Services
Experience
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

Victoria Spencer Victoria Spencer Phoenix, Arizona Area Details
Victoria Spencer's KeatsConnelly Experience September 2013 - May 2014
Job Senior Tax Manager at McGladrey
Industry Financial Services
Experience
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

Daniel Raymond Christian, J.D., LL.M., E.A. Daniel Raymond Christian, J.D., LL.M., E.A. Phoenix, Arizona Details
Daniel Raymond Christian, J.D., LL.M., E.A.'s KeatsConnelly Experience January 2014 - Present
Job Senior Tax Professional at KeatsConnelly
Industry Law Practice
Experience
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

Rebecca Crayne Rebecca Crayne West Palm Beach, Florida Area Details
Rebecca Crayne's KeatsConnelly Experience December 2009 - Present
Job Senior Tax Professional; Specialties: Cross Border (Canada U.S.) Tax Services
Industry Accounting
Experience
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

Brian Wruk Brian Wruk Gilbert, Arizona Details
Brian Wruk's KeatsConnelly Experience January 1997 - January 2001
Job Canada/US Financial Planning, Tax and Investments President at Transition Financial Advisors Group, Inc.
Industry Financial Services
Experience
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

Stephen Thompson, CFP® Stephen Thompson, CFP® Phoenix, Arizona Details
Stephen Thompson, CFP®'s KeatsConnelly Experience 2011 - Present
Job Financial Planner
Industry Financial Services
Experience
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

Bruce Stiles, CFP®, ChFC®, AAMS®, CRPC®, CMFC® Bruce Stiles, CFP®, ChFC®, AAMS®, CRPC®, CMFC® Phoenix, Arizona Area Details
Bruce Stiles, CFP®, ChFC®, AAMS®, CRPC®, CMFC®'s KeatsConnelly Experience September 2013 - Present
Job Staff Planner at KeatsConnelly
Industry Financial Services
Experience
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

Renee Bellefeuille Renee Bellefeuille Phoenix, Arizona Details
Renee Bellefeuille's KeatsConnelly Experience June 2013 - Present
Job Special Projects Advisor at KeatsConnelly
Industry Financial Services
Experience
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

John E. Rice, CFA, CFP John E. Rice, CFA, CFP Phoenix, Arizona Details
John E. Rice, CFA, CFP's KeatsConnelly Experience May 2000 - Present
Job Chief Investment Officer at KeatsConnelly
Industry Financial Services
Experience
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

Jessica Leggette Jessica Leggette Phoenix, Arizona Details
Jessica Leggette's KeatsConnelly Experience 2009 - July 2012
Job Client Specialist at Robert W. Baird & Co.
Industry Financial Services
Experience
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

Brad L Reichert, MBA, CFA, CFP®, ChFC, CLU Brad L Reichert, MBA, CFA, CFP®, ChFC, CLU Phoenix, Arizona Area Details
Brad L Reichert, MBA, CFA, CFP®, ChFC, CLU's KeatsConnelly Experience 2013 - Present
Job CrossBorder Financial Planner (USCanada) at KeatsConnelly
Industry Financial Services
Experience
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)

Christine Callahan Christine Callahan Denver, Colorado Details
Christine Callahan's KeatsConnelly Experience January 2014 - February 2014
Job Highly Experienced Administrative Assistant
Industry Human Resources
Experience
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

Dale Walters, CPA, PFS, CFP® Dale Walters, CPA, PFS, CFP® Phoenix, Arizona Area Details
Dale Walters, CPA, PFS, CFP®'s KeatsConnelly Experience June 1994 - Present
Job Chief Executive Officer at KeatsConnelly
Industry Accounting
Experience
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

Robert Keats CFP®(US & Cda), MSFP, RFP®(Cda) Robert Keats CFP®(US & Cda), MSFP, RFP®(Cda) Phoenix, Arizona Details
Robert Keats CFP®(US & Cda), MSFP, RFP®(Cda)'s KeatsConnelly Experience September 1990 - Present
Job President at KeatsConnelly
Industry Financial Services
Experience
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

Jon Schade, CPA, CITP Jon Schade, CPA, CITP Phoenix, Arizona Area Details
Jon Schade, CPA, CITP's KeatsConnelly Experience November 2006 - Present
Job Chief Operating Officer at KeatsConnelly
Industry Investment Management
Experience
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

Drew Phillips, MBA Drew Phillips, MBA Phoenix, Arizona Area Details
Drew Phillips, MBA's KeatsConnelly Experience May 2008 - February 2014
Job Investment Analyst at Miller Russell Associates
Industry Investment Management
Experience
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

Barbara Madden Barbara Madden Phoenix, Arizona Details
Barbara Madden's KeatsConnelly Experience March 2005 - Present
Job Marketing Administrator at KeatsConnelly
Industry Financial Services
Experience
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

Santina M. Michel, MBA Santina M. Michel, MBA Boca Raton, Florida Details
Santina M. Michel, MBA's KeatsConnelly Experience July 2007 - May 2012
Job Project Manager Operations at Sun Capital Partners
Industry Financial Services
Experience
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

William Jay Lichtsinn William Jay Lichtsinn Phoenix, Arizona Details
William Jay Lichtsinn's KeatsConnelly Experience October 2014 - Present
Job Tax Accountant at KeatsConnelly
Industry Financial Services
Experience
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

Steph Schief Steph Schief Phoenix, Arizona Area Details
Steph Schief's KeatsConnelly Experience 2012 - Present
Job Executive Assistant at KeatsConnelly
Industry Financial Services
Experience
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

Craig R. Neumann, CPA Craig R. Neumann, CPA Phoenix, Arizona Area Details
Craig R. Neumann, CPA's KeatsConnelly Experience January 2015 - Present
Job Tax Manager at KeatsConnelly
Industry Accounting
Experience
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