Keel Point Advisors
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Keel Point Advisors Employees
Keel Point Advisors September 2011 - Present
Skills
Behavior Modification, Asset Managment, New Business Development, Strategic Planning, Wealth Management, Investments, Wealth, Strategic Financial..., Financial Planners, Equities, Mutual Funds, Asset Allocation, Estate Planning, Portfolio Management, Philanthropy, Alternative Investments, Financial Advisory, Investment Management, Asset Management, Entrepreneurship, Financial Planning, High Net Worth..., Investment Advisory, Series 65, Wealth Management...
Education
University of North Carolina at Chapel Hill 1969 — 1973
Bachelor of Arts (B.A.), English
Westminster Schools Atlanta, GA
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
VALIC October 2014 - Present
VALIC 2011 - October 2014
Keel Point Advisors 2008 - 2010
Skills
Fundraising, Public Speaking, Strategic Planning, Investments, Customer Service, Microsoft Office, Wealth Management, Mutual Funds, Leadership, PowerPoint, Event Planning, Nonprofits, Microsoft Excel, Marketing, Business Development, Management, Social Media
Education
College of Charleston 2004 — 2008
History
Edelman Financial Services 2007 - Present
Keel Point Advisors September 2003 - December 2006
Morgan Stanley July 2002 - September 2003
The Motley Fool June 2000 - February 2001
Education
George Mason University 1991 — 1996
B.S., Public Administration
International Foundation March 1999 - Present
International Foundation 1999 - Present
Keel Point Advisors June 2011 - November 2014
Skills
Non-profits, Fundraising, Community Outreach, Strategic Planning, Philanthropy, Budgets, Community Development, Corporate Communications, Customer Service, Editing, Entrepreneurship, Event Management, Event Planning, Government, Grant Writing, International..., International Relations, Leadership, Leadership Development, Management, Media Relations, Microsoft Office, Nonprofits, Organizational..., Policy Analysis, Politics, Program Development, Program Management, Proposal Writing, Public Relations, Public Speaking, Research, Social Media, Social Media Marketing, Social Networking, Strategic Communications, Volunteer Management, Policy, Marketing
Education
American University of Beirut
BBA, Marketing and Mangement
Clarabridge July 2015 - Present
Clarabridge October 2014 - Present
District Doughnut September 2012 - Present
Keel Point Advisors September 2011 - October 2014
VOX Global September 2010 - May 2011
Falls Church Fellows Program September 2010 - May 2011
JMU Office of Public Affairs September 2007 - May 2010
JOLT Energy Drink September 2008 - September 2009
The Breeze September 2006 - May 2009
BBC Worldwide May 2008 - August 2008
Skills
Social Media, Social Media Marketing, Blogging, Press Releases, New Media, Event Planning, Media Relations, Online Advertising, Public Relations, Social Networking, Digital Media, Advertising, SEO, Email Marketing, Leadership, Corporate Communications, Marketing, CRM, Journalism, Facebook, Salesforce.com, Lead Generation, Business Development, Strategic Prospecting, Branding, Brainstorming
Education
James Madison University 2006 — 2010
Bachelor of Arts, Media Arts and Design, concentration in Interactive Media
Keel Point Advisors January 2013 - Present
US Trust October 2011 - January 2013
US Trust June 2008 - October 2011
Skills
Relationship Management, Wealth Management, Wealth Management..., Trust Management, Asset Allocation, Asset Managment, Strategic Financial..., Estate Planning, Mutual Funds, Investment Management, Portfolio Management, Retirement Planning, Fixed Income, Equities, Investment Advisory
Education
Campbell University
Master of Business Administration (M.B.A.), Business Administration and Management, General, Summa Cum Laude
Campbell University
Bachelor of Business Administration (B.B.A.), Financial Planning, Magna Cum Laude
Equinox Investments, LLC November 2013 - Present
Keel Point Advisors September 2011 - November 2013
Business Culture & Language Centre January 2011 - August 2011
Skills
Portfolio Management, Investment Management, Asset Allocation, Alternative Investments, Risk Management, Financial Analysis, Executive Reporting, Real Estate, Microsoft Excel, Microsoft Office
Education
Georgetown University 2014 — 2014
Financial Planning and Services
George Mason University - School of Business 2009 — 2011
MBA, Business Administration
George Mason University 2005 — 2008
Bachelor's Degree, Economics
Wuhan University of Technology 2004 — 2008
Bachelor's Degree, International Business/Trade/Commerce
Unbound Medicine July 2011 - Present
The Higgins Academic Center, Randolph-Macon College September 2008 - May 2011
ANZ December 2009 - January 2010
Keel Point Advisors June 2009 - July 2009
Skills
Accounting, Accounts Payable, Internal Controls, US GAAP, Financial Statements, Microsoft Excel, Tax, Microsoft Office, Research, Teamwork, General Ledger, Time Management, QuickBooks, Financial Analysis, Management, Analysis, Financial Reporting
Education
Randolph-Macon College 2007 — 2011
Bachelor's Degree, Business, Economics, Accounting
Vrije Universiteit Amsterdam 2010 — 2010
Exchange student, Economics
Macquarie University 2009 — 2009
Undergraduate Study Abroad Student, Accounting
Evercore June 2014 - Present
Gator Student Investment Fund February 2011 - April 2014
Evercore June 2013 - August 2013
University of Florida Investment Corporation January 2012 - December 2012
Keel Point Advisors May 2011 - August 2011
Education
University of Florida
Master of Science, Finance
University of Florida
Bachelor of Science, Finance
Systems Studies & Simulation, Inc. (S3) May 2015 - Present
Faulkner University, Jones School of Law August 2010 - December 2012
Whitestone, Brent, Young & Merril, P.C. April 2008 - August 2009
Keel Point Advisors May 2007 - April 2008
Skills
Legal Research, Legal Writing, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Westlaw, Research, Customer Service, Social Media, Editing, Outlook
Education
Faulkner University 2010 — 2012
Juris Doctor, Law
The George Washington University
Bachelor of Arts (B.A.), English
Avondale Partners August 2012 - Present
Keel Point Advisors May 2011 - July 2012
TrustCore Financial March 2008 - May 2011
Banc Of America Specialist February 1997 - March 2007
Prebon Yamane January 1995 - August 1996
Skills
Securities, AML, Risk, Trading, Mutual Funds, Investments, Asset Management, Risk Management, Insurance, Due Diligence, Financial Planning, Equities, Wealth Management, Compliance, Investment Advisory, Options, Fixed Income, Equity Trading, Family Office, FINRA
Education
Molloy College 1992 — 1995
BS
Chaminade High School 1984 — 1988
University of Pennsylvania - The Wharton School 2008 — 2010
CRCP
Capital One Wealth and Asset Management 2015 - Present
Wells Fargo Private Bank 2015 - 2015
Wells Fargo Private Bank 2012 - 2015
Keel Point Advisors 2008 - 2012
Brighton Jones 2003 - 2008
King and Spalding 2000 - 2003
Education
Columbia Law School
JD
Hampton University
BA, English Arts
Keel Point Advisors 2007 - Present
George Washington University 2005 - Present
Sakhr Software USA, Inc. 2004 - Present
G. William Miller & Co., Inc. January 1984 - Present
GWU 2001 - 2009
G. William Miller & Co., Inc. 1984 - 2007
Skills
Investments, Management Consulting, Portfolio Management, International Relations, Entrepreneurship, Leadership, Fundraising, Financial Advisory, Private Equity, Wealth, Venture Capital, Strategic Planning, Public Speaking, Business Development, Mergers, Management, Economics, Mergers & Acquisitions, Financial Analysis, Government, Team Building, Strategic Financial...
Education
The George Washington University 1968 — 1980
Doctor of Philosophy (Ph.D.), Economics
Keel Point Advisors March 2014 - Present
Parkwood Corporation August 2012 - October 2013
Parkwood Corporation May 2008 - August 2012
SIRVA Relocation June 2007 - May 2008
SIRVA Relocation May 2005 - May 2007
Skills
Financial Analysis, Relocation, Customer Service, Real Estate, Operations Management, Organizational..., Account Reconciliation, Multitasking Skills, Compliance, Series 7
Education
Saint Cloud State University - G.R. Herberger College of Business 2002 — 2006
Bachelor of Science, Finance/Accounting
Edward Jones 2012 - 2013
Wealth Impact Partners 2010 - 2011
Lake Street Advisors, LLC 2009 - 2009
Keel Point Advisors 2003 - 2008
Cambridge Associates 2001 - 2003
Skills
Philanthropy, Leadership, Strategy, Teamwork, Connectors
Education
Gordon Conwell Theological Seminary 2011 — 2018
Master of Art in Religion, Workplace Theology Ethics and Leadership
The American College 2010 — 2010
Certificate, Chartered Advisor in Philanthropy
College for Financial Planning 2005 — 2008
Certificate, Financial Planning
James Madison University - College of Business 1996 — 2000
BBA, Finance
George C. Marshall High School
The American College