Keystone Financial Group
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17 Keystone Financial Group employees in database. Find out everything there's to know about Keystone Financial Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Keystone Financial Group Employees
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
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
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
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
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
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
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
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
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
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
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
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
Keystone Financial Group January 2015 - Present
AXA Advisors, LLC February 2001 - January 2015
Education
Temple University
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
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
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
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