Keystone Financial Group

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Keystone Financial Group Employees

Employee
Years
Job
Industry
Nichole Payne Nichole Payne Virginia Beach, Virginia Details
Nichole Payne's Keystone Financial Group Experience March 2013 - August 2013
Job Independent Business Owner at Flow Accounting Solutions
Industry Accounting
Experience
Flow Accounting Solutions   April 2014 - Present
AG Accounting   October 2013 - Present
Keystone Financial Group   March 2013 - August 2013
Radiate Media  October 2010 - March 2013
Comfort Systems USA  September 2009 - October 2010
Brigham Young University  May 2007 - August 2009

Skills
Budgets, Accounts Receivable, Accounting, Financial Reporting, Analysis, Financial Analysis, Forecasting, General Ledger, Microsoft Office, Accounts Payable, Finance, Account Reconciliation, Fixed Assets, Bank Reconciliation, Management

Education
University of Utah   2012 — 2014
Professional MBA

Brigham Young University   2007 — 2009
Bachelor of Science, Accounting

Ashley DeGrave Ashley DeGrave Villa Rica, Georgia Details
Ashley DeGrave's Keystone Financial Group Experience September 2011 - April 2012
Job Staffing Manager at Elwood Staffing
Industry Consumer Services
Experience
Chanco Schiffer, P.C.   September 2014 - Present
Automated Billing Inc   April 2013 - June 2014
Automated Billing, Inc   April 2013 - June 2014
Danella Engineering   April 2012 - January 2013
Keystone Financial Group   September 2011 - April 2012
Southeastern Investment Services   August 2010 - May 2011
Athens Pulmonary and Allergy   May 2009 - August 2010
American Red Cross  September 2008 - May 2009
Recovery Café, LLC   September 2008 - May 2009
J.V. Industrial Companies, LTD   January 2008 - May 2008

Skills
Spreadsheets, Financial Statements, Account Management, Customer Service, Appointment Scheduling, Trade Finance, 401k Rollovers, IRAs, Highly detail oriented, High degree of..., Finance, Time Management, Administrative..., Computer Proficiency, Proficient in Microsoft..., Project Tracking, Invoicing, Software Documentation, Marketing, ICD-9, CPT Codes, Medical Billing, Denials, Medicare/Medicaid..., Payments, Medicaid, Property & Casualty..., Accounts Receivable, Insurance, Medicare, Training, Microsoft Excel, Data Entry, Microsoft Office, 10 Key

Education
University of Houston   2005 — 2007
Bachelor of Science, Psychology

OCHS   1999 — 2001
Bachelor of Science (BS), Psychology

University of North Georgia

Ellie Fisher Ellie Fisher Louisville, Kentucky Details
Ellie Fisher's Keystone Financial Group Experience May 2011 - May 2012
Job Client Service Associate at UBS
Industry Financial Services
Experience
UBS  July 2015 - Present
Hilliard Lyons  April 2013 - June 2015
J.P. Morgan   June 2012 - March 2013
Keystone Financial Group   May 2011 - May 2012

Education
University of Kentucky   2008 — 2012
Bachelor of Science (B.S.), Accounting

Tanya M. Papahristos Tanya M. Papahristos Greater Philadelphia Area Details
Tanya M. Papahristos's Keystone Financial Group Experience September 2008 - April 2009
Job Senior HR Generalist / HRIS Analyst / Bringing HR and Technology Together
Industry Human Resources
Experience
SolomonEdwardsGroup  September 2011 - June 2015
Trion Inc A Marsh & McLennan Agency, LLC Company   June 2009 - August 2011
Keystone Financial Group   September 2008 - April 2009
American Hospital Service Group, Inc.   April 2007 - July 2008
Applied Tech Products  August 2006 - December 2006
Siemens Medical Solutions - Spherion   May 2006 - August 2006
CertainTeed Corporation - Quad656   February 2006 - May 2006
SunGard Availability Services - Bradley Burns   January 2006 - February 2006

Skills
HRIS, Program Management, Reorganization, Project Execution, Onboarding, Report Generation, Executive Reporting, Great Plains, ADP, SilkRoad - Red Carpet, PowerPoint, Excel, Word, Outlook, Wireless Networking, Forums, Process Improvement, Process Optimization, ADP Payroll, Human Resources, Microsoft Excel, Microsoft Word, Great Plains Software, Project Management, Corporate Actions, Payroll, Personnel Management, Time Management, New Hire Orientations, PeopleSoft, Data Analysis, Applicant Tracking..., Training, Temporary Placement, Organizational..., Leadership, Leadership Development, Internet Recruiting, Recruiting, Talent Management, Performance Management, Benefits Administration, Deferred Compensation, Employee Benefits, Employee Relations, Talent Acquisition, FMLA, Taleo, Background Checks, COBRA

Education
Villanova University   2012 — 2012
Masters Certificate, Human Resources Management and Services

Johnson and Wales University   2003 — 2004
Associates of Science, Paralegal Studies w/ Minor Criminal Justice

Lehigh Valley College   2001 — 2003
Associates, Legal Office Administration

Carbon County Vo-Tech   1998 — 2001
Diploma, Intigrated Marketing and Imaging Communications, 4.3

Olivia Orrender Olivia Orrender Lexington, Kentucky Area Details
Olivia Orrender's Keystone Financial Group Experience June 2012 - August 2012
Job Applied Economics Masters Candidate
Industry Financial Services
Experience
University of Kentucky Bookstore  July 2011 - Present
Kentucky Workers' Compensation Funding Commission Agency   May 2013 - August 2015
Centre College's Norton Center for the Arts   August 2011 - May 2013
Centre College  October 2010 - April 2013
Keystone Financial Group   June 2012 - August 2012

Skills
Management, Volunteering, Photoshop, Research, Customer Service, Dreamweaver, Organizational..., CPR, Volunteer Engagement, Writing Skills, Piano, Business Knowledge, Public Speaking, Stata, WealthVision, Online research..., Logistics, Writing, Microsoft Office, PowerPoint

Education
Miami University   2015 — 2016
Master's degree

Centre College   2009 — 2013
Bachelor's Degree

Sean Rieder Sean Rieder Greater Philadelphia Area Details
Sean Rieder's Keystone Financial Group Experience July 2010 - August 2010
Job Analyst at Hirtle, Callaghan & Co.
Industry Investment Management
Experience
Hirtle, Callaghan & Co.   June 2013 - Present
Turner Investments, L.P.   August 2012 - January 2013
Goldman Sachs  May 2012 - August 2012
Turner Investments, L.P.   May 2011 - January 2012
Keystone Financial Group   July 2010 - August 2010
Springwater Enterprises   May 2010 - August 2010
Owens Builders   May 2006 - August 2009

Education
Penn State University
Bachelor of Science, magna cum laude, Finance

Anna Whitlow Anna Whitlow Lexington, Kentucky Details
Anna Whitlow's Keystone Financial Group Experience June 2013 - Present
Job Financial Consultant at Keystone Financial Group
Industry Accounting
Experience
Keystone Financial Group   June 2013 - Present
Puccini's   August 2013 - August 2014
Precision Agricultural Services Inc.   June 2013 - August 2013
Achieving Bodies   August 2012 - May 2013
University of Kentucky Women's Rugby   August 2009 - May 2013
Bardenwerper, Talbott, & Roberts PLLC, Attorneys   May 2009 - December 2012

Skills
Leadership, Learning Quickly, Microsoft Office, Interpersonal Skill, Time Management, Critical Thinking, Teamwork, Multi Tasking, Creativity, Customer Service, Microsoft Excel, Constant Contact, Joomla, Team-oriented, Series 7, Series 63, Financial Planning, Retirement Planning, Public Speaking, Prospecting Skills, Event Planning, Microsoft Word, Social Media, Entrepreneurship, Sales

Education
University of Kentucky   2009 — 2014
BS, Accounting

Shelby County High School   2005 — 2009
High School Diploma

Lalo Uribe Lalo Uribe Laredo, Texas Area Details
Lalo Uribe's Keystone Financial Group Experience January 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Keystone Financial Group   January 2012 - Present
Banking  January 1995 - December 2011
BBVA Compass  1998 - 2010

Skills
Strategic Planning, Loans, Customer Service, Team Building, Credit, Banking, Insurance, Finance, Sales, Credit Analysis, Sales Management, Investments, Business Strategy, Strategic Financial..., Retail Banking, Leadership, Portfolio Management, Risk Management, Commercial Banking, Financial Analysis, Mortgage Lending, Real Estate

Education
Texas A&M International University   2000 — 2003
B.B.A., Management

J.W. Nixon High School   1988 — 1992

Matthew Thigpen Matthew Thigpen Greater Pittsburgh Area Details
Matthew Thigpen's Keystone Financial Group Experience May 2008 - August 2009
Job Sr. Associate at Bank of New York Mellon
Industry Banking
Experience
The Bank of New York Mellon  August 2010 - Present
Keystone Financial Group   May 2008 - August 2009
Whitford Country CLUB  April 2003 - August 2009
Kramer Communications   June 2003 - October 2003

Skills
Credit Risk, Financial Analysis, Credit Analysis, Financial Modeling, Corporate Banking, Mutual Funds, Broker-Dealer Operations, Hedge Funds, Microsoft Excel, Investments, Financial Markets, Capital Markets

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   2015 — 2018
Master of Business Administration (M.B.A.), Finance, General

University of Pittsburgh   2006 — 2010
B.S.B.A in Finance, Finance & Economics

Courtney Caputo Courtney Caputo Philadelphia, Pennsylvania Details
Courtney Caputo's Keystone Financial Group Experience 2013 - 2013
Job Visual Display Coordinator at Free People
Industry
Experience
Free People  March 2015 - Present
Ann Kelly Interiors   January 2015 - March 2015
Major League Soccer  August 2014 - January 2015
Keystone Financial Group   2013 - 2013
Water To Wine   2013 - 2013
Steps Philadelphia Lacrosse   2010 - 2011
Springside School Lacrosse Camp   2010 - 2011
Houston Camp   2005 - 2011

Skills
Teaching, Training, Social Networking, Administration, Community Outreach, Microsoft Office, Social Media, Public Speaking, Fundraising, PowerPoint, Start-ups, Partnership Marketing, Microsoft Excel, Event Planning, Marketing, Account Management, Interior Design

Education
Georgetown University   2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government, English

Springside School   2005 — 2010

Jami Johnson Jami Johnson Greater Atlanta Area Details
Jami Johnson's Keystone Financial Group Experience March 2005 - August 2007
Job Account Manager, Cosentino
Industry Building Materials
Experience
Cosentino North America  May 2015 - Present
Be Yoga  July 2013 - Present
CryoLife, Inc.   July 2008 - May 2015
United Corners   August 2007 - July 2008
Keystone Financial Group   March 2005 - August 2007

Skills
Meeting Planning, Microsoft Office, Office Management, Contract Management, Employee Training, Salesforce.com, SAP, Lotus Notes, Brainshark, Concur, Outlook, Management, Invoicing, Sales, Software Documentation, Customer Service, Microsoft Excel, Administrative..., Time Management, Microsoft Word, Event Planning, Team Building, Strategic Planning, Account Management, Leadership

Education
Chattahoochee Technical College   2013 — 2016
Marketing Management, Marketing, Sophmore

Adam Hilton Adam Hilton Lexington, Kentucky Details
Adam Hilton's Keystone Financial Group Experience May 2015 - August 2015
Job Intern at Keystone Financial Group, Bartender at Idle Hour Country Club
Industry
Experience
Idle Hour Country Club  April 2015 - Present
Keystone Financial Group   May 2015 - August 2015
University of Kentucky  January 2015 - May 2015
Sherwin Williams  May 2014 - August 2014
Saul Good Restaurant &Pub   December 2012 - August 2014
College Pro  February 2013 - September 2013

Skills
Marketing, Customer Service, Microsoft Office, Sales, Microsoft Word, PowerPoint, Time Management, Management, Customer Satisfaction, Sales Management

Education
University of Kentucky   2012 — 2016

WHU – Otto Beisheim School of Management   2014 — 2014

William D. Chambley William D. Chambley Greater Philadelphia Area Details
William D. Chambley's Keystone Financial Group Experience January 2015 - Present
Job Partner / Financial Advisor at Keystone Financial Group
Industry Financial Services
Experience
Keystone Financial Group   January 2015 - Present
AXA Advisors, LLC  February 2001 - January 2015

Education
Temple University

Benjamin Mowatt Benjamin Mowatt West Chesterfield, New Hampshire Details
Benjamin Mowatt's Keystone Financial Group Experience September 1999 - May 2010
Job President, Community Finance
Industry Financial Services
Experience
Community Finance LLC   December 2007 - Present
Keystone Financial Group   September 1999 - May 2010

Skills
Financial Accounting, Accounting, Financial Reporting, Small Business, Financial Analysis, Finance, Auditing, Financial Planning, Tax, General Ledger, GAAP, Account Reconciliation, Financial Statements, Managerial Finance

Education
University of Nevada-Las Vegas   2006 — 2008
Masters, Accounting

University of Nevada-Las Vegas   1999 — 2001
Bachelors, Accounting

Debbie Poulter, FLMI, ACS Debbie Poulter, FLMI, ACS Louisville, Kentucky Details
Debbie Poulter, FLMI, ACS's Keystone Financial Group Experience April 2001 - February 2004
Job Product Manager, FifthThird Insurance
Industry Insurance
Experience
Fifth Third Bank  April 2004 - Present
Keystone Financial Group   April 2001 - February 2004
Prudential Insurance  April 1998 - April 2001

Education
Indiana Wesleyan University
Bachelor of Science, Business Administration

Chrysantha S. Clark Chrysantha S. Clark Lexington, Kentucky Details
Chrysantha S. Clark's Keystone Financial Group Experience May 2013 - June 2014
Job Financial Advisor
Industry Financial Services
Experience
TIAA-CREF  December 2014 - April 2015
Keystone Financial Group   May 2013 - June 2014
Bridgewater Advisors Inc.   January 2008 - August 2012
Wescott Financial Advisory LLC   2000 - 2008
Brown Brothers Harriman  1998 - 2000

Skills
Investment Advisory, Asset Allocation, Mutual Funds, Alternative Investments, Investments, Investment Management, Wealth Management, Retirement Planning, Fixed Income, Financial Advisory, Investment Strategies, Portfolio Management, Certified Financial..., Series 7, Risk Management, Strategic Financial..., Financial Analysis, Client Contact, Securities, Estate Planning

Education
Saint Joseph's University
B.S., Finance

Joshua Albers, MBA Joshua Albers, MBA Phoenix, Arizona Details
Joshua Albers, MBA's Keystone Financial Group Experience May 2010 - August 2010
Job Clinical Services Coordinator at Castle Biosciences, Inc.
Industry Biotechnology
Experience
Castle Biosciences, Inc.   August 2013 - Present
Northern Arizona University  August 2012 - May 2013
Flagstaff Soccer Club   October 2011 - May 2013
Flagstaff Homeless Shelter   October 2011 - April 2012
University of Kentucky Career Center   August 2010 - May 2011
University of Kentucky  August 2008 - May 2011
KeyStone Financial Group   May 2010 - August 2010

Skills
Teamwork, Customer Service, Research, Recruiting, Public Relations, PowerPoint, Analysis, Financial Analysis, Hospitality, Organizational Behavior, Advertising, Microsoft Word, Excel,..., Microsoft SQL Server, Information Technology, Troubleshooting, Database Design, JMP Genomics, SAS programming, Telecommunications, Group Management, Work Ethic, Determination, Motivation, Microsoft Excel, Time Management, Microsoft Office, Public Speaking, Leadership

Education
Northern Arizona University   2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General

University of Kentucky   2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services