Keystone Financial Services
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Keystone Financial Services Employees
Employee
Years
Job
Industry
Courtney Hart Courtney Hart's Keystone Financial Services Experience September 2013 - November 2013
Job Independent Stylist at Stella & Dot
Industry Luxury Goods & Jewelry
Experience
Stella & Dot June 2014 - Present
Coleman World Group January 2014 - Present
Keystone Financial Services September 2013 - November 2013
BlackwellKing Veterinary Change Consultants May 2013 - September 2013
Skills
Marketing, CRM, Sales, Cold Calling, Trade Shows, Photography, Pricing, Social Media, Customer Service, Microsoft Excel, Account Management, Logistics, Microsoft Office, Inventory Management
Education
Huntingdon College 2009 — 2013
Bachelor of Arts, Communication Studies
Cottonwood High School
Stella & Dot June 2014 - Present
Coleman World Group January 2014 - Present
Keystone Financial Services September 2013 - November 2013
BlackwellKing Veterinary Change Consultants May 2013 - September 2013
Skills
Marketing, CRM, Sales, Cold Calling, Trade Shows, Photography, Pricing, Social Media, Customer Service, Microsoft Excel, Account Management, Logistics, Microsoft Office, Inventory Management
Education
Huntingdon College 2009 — 2013
Bachelor of Arts, Communication Studies
Cottonwood High School
Laura Ownbey Laura Ownbey's Keystone Financial Services Experience January 2012 - August 2012
Job Chief of Staff / Law Enforcement Liason
Industry Marketing and Advertising
Experience
Lassy Project October 2012 - Present
Madwire Marketing September 2012 - March 2013
Keystone Financial Services January 2012 - August 2012
Integware, Inc January 2010 - July 2011
HuebnerPetersen 2007 - 2009
PhotoExchange January 2004 - August 2006
Skills
MAC & PC Platforms, Illustrator, Photoshop, Excel, PowerPoint, PDF Pen, Pagemaker, Word, Numbers, Outlook, QuarkXPress, InDesign, Keynote, Pages, Entourage, CRM software, Graphic Design, Social Media, Public Relations, Customer Relations, Advertising, Facebook, Event Planning, Social Media Marketing, Event Management, Problem Solving, Marketing Strategy, Online Marketing, Marketing Communications, Layout, Promotions, Market Research, Email Marketing, Newsletters, Creative Problem Solving, Fundraising, Microsoft Excel, Microsoft Word, Customer Service, CRM, Leadership, SEO, Team Building, Marketing, Online Advertising, Nonprofits, Social Networking, Account Management, Analytics, Google Analytics
Education
Colorado State University
BA, Business - Marketing
Modesto Junior College
AA, Graphic Design
Lassy Project October 2012 - Present
Madwire Marketing September 2012 - March 2013
Keystone Financial Services January 2012 - August 2012
Integware, Inc January 2010 - July 2011
HuebnerPetersen 2007 - 2009
PhotoExchange January 2004 - August 2006
Skills
MAC & PC Platforms, Illustrator, Photoshop, Excel, PowerPoint, PDF Pen, Pagemaker, Word, Numbers, Outlook, QuarkXPress, InDesign, Keynote, Pages, Entourage, CRM software, Graphic Design, Social Media, Public Relations, Customer Relations, Advertising, Facebook, Event Planning, Social Media Marketing, Event Management, Problem Solving, Marketing Strategy, Online Marketing, Marketing Communications, Layout, Promotions, Market Research, Email Marketing, Newsletters, Creative Problem Solving, Fundraising, Microsoft Excel, Microsoft Word, Customer Service, CRM, Leadership, SEO, Team Building, Marketing, Online Advertising, Nonprofits, Social Networking, Account Management, Analytics, Google Analytics
Education
Colorado State University
BA, Business - Marketing
Modesto Junior College
AA, Graphic Design
Christopher Vines Christopher Vines's Keystone Financial Services Experience August 2011 - Present
Job Financial Planner at Keystone Financial Services
Industry Financial Services
Experience
Keystone Financial Services August 2011 - Present
MetLife April 2010 - July 2011
Merrill Lynch July 2008 - March 2009
Lincoln Financial Advisors September 2007 - July 2008
Sterne Agee April 2005 - September 2007
Skills
Investments, Financial Services, Finance, Securities, Retirement Planning, Series 7, 401k, Retirement, Wealth Management, Financial Analysis, Fixed Annuities, Series 63, Mutual Funds, Strategic Financial..., Portfolio Management, Investment Advisory
Education
University of Alabama 2000 — 2004
Finance, Finance and Economics
Keystone Financial Services August 2011 - Present
MetLife April 2010 - July 2011
Merrill Lynch July 2008 - March 2009
Lincoln Financial Advisors September 2007 - July 2008
Sterne Agee April 2005 - September 2007
Skills
Investments, Financial Services, Finance, Securities, Retirement Planning, Series 7, 401k, Retirement, Wealth Management, Financial Analysis, Fixed Annuities, Series 63, Mutual Funds, Strategic Financial..., Portfolio Management, Investment Advisory
Education
University of Alabama 2000 — 2004
Finance, Finance and Economics
Josh Nelson, CFP® Josh Nelson, CFP®'s Keystone Financial Services Experience December 2010 - Present
Job CEO / Financial Advisor at Keystone Financial Services
Industry Investment Management
Experience
Keystone Financial Services December 2010 - Present
Addison Avenue March 2001 - December 2010
First National Bank of Colorado June 1999 - March 2001
Skills
Retirement Planning, Wealth Management, Retirement, Estate Planning, Financial Planners, Investment Management, Personal Financial..., Strategic Financial..., Financial Services, Employee Benefits, Finance, Investments, Retirement Plan..., Financial Advisory, College Education..., Public Speaking, Financial Goals, Team Leadership, Investment Advisory, Goal-driven leader, IRAs, Variable Annuities, Continuous Improvement, Asset Allocation, PADI Advanced Open..., Securities, Investment Strategies, Wealth, Certified Financial..., Wealth Management..., Mutual Funds, ETFs, 401k Rollovers, Series 7, Roth IRA, 401k, Client, Fixed Annuities, Series 63, Uniform Combined State..., Asset Management, Alternative Investments, Series 65, Intel, Agilent, Retirement Income, Hewlett-Packard, Avago Technologies, Listening to clients, Constant improvement
Education
College for Financial Planning 2007 — 2010
Master of Science
College for Financial Planning 2000 — 2005
CFP
University of Northern Iowa 1994 — 1998
Bachelor of Arts
Keystone Financial Services December 2010 - Present
Addison Avenue March 2001 - December 2010
First National Bank of Colorado June 1999 - March 2001
Skills
Retirement Planning, Wealth Management, Retirement, Estate Planning, Financial Planners, Investment Management, Personal Financial..., Strategic Financial..., Financial Services, Employee Benefits, Finance, Investments, Retirement Plan..., Financial Advisory, College Education..., Public Speaking, Financial Goals, Team Leadership, Investment Advisory, Goal-driven leader, IRAs, Variable Annuities, Continuous Improvement, Asset Allocation, PADI Advanced Open..., Securities, Investment Strategies, Wealth, Certified Financial..., Wealth Management..., Mutual Funds, ETFs, 401k Rollovers, Series 7, Roth IRA, 401k, Client, Fixed Annuities, Series 63, Uniform Combined State..., Asset Management, Alternative Investments, Series 65, Intel, Agilent, Retirement Income, Hewlett-Packard, Avago Technologies, Listening to clients, Constant improvement
Education
College for Financial Planning 2007 — 2010
Master of Science
College for Financial Planning 2000 — 2005
CFP
University of Northern Iowa 1994 — 1998
Bachelor of Arts
Jennifer Crosby Williams's Keystone Financial Services Experience January 2010 - Present
Job Financial Representative
Industry Financial Services
Experience
Keystone Financial Services January 2010 - Present
Grifols Biomat USA January 2009 - December 2009
Crosby Paving Co., Inc December 1998 - January 2009
Skills
Construction, Construction Management, Contractors, Process Scheduler, Contract Management, Value Engineering, Project Estimation, On-Screen Takeoff, Primavera P6, Contract Negotiation, MS Project, Renovation
Education
Georgia Southern University 1994 — 1998
BCC, Building Construction and Contracting
Georgia Southern University 1994 — 1998
Bachelor of Science, Building Construction and Contracting Management
Keystone Financial Services January 2010 - Present
Grifols Biomat USA January 2009 - December 2009
Crosby Paving Co., Inc December 1998 - January 2009
Skills
Construction, Construction Management, Contractors, Process Scheduler, Contract Management, Value Engineering, Project Estimation, On-Screen Takeoff, Primavera P6, Contract Negotiation, MS Project, Renovation
Education
Georgia Southern University 1994 — 1998
BCC, Building Construction and Contracting
Georgia Southern University 1994 — 1998
Bachelor of Science, Building Construction and Contracting Management
Aaron Toben Aaron Toben's Keystone Financial Services Experience February 2008 - January 2014
Job Private Client Group Service Specialist at HSBC Private Bank Insurance
Industry Insurance
Experience
HSBC Private Bank Insurance December 2014 - Present
The McBride Agency February 2014 - December 2014
Keystone Financial Services February 2008 - January 2014
Comcast-Spectacor August 2005 - December 2006
Skills
Insurance, Cold Calling, Fixed Annuities, Sales, Casualty, Employee Benefits, Retirement Planning, Marketing, Mutual Funds, Life Insurance, Investments, Account Management, Securities, Customer Retention, Financial Analysis, Public Speaking, Investment Strategies, Leadership, Salesforce.com
Education
University of Pittsburgh 2001 — 2005
BA, Political Science
Bond University
GRATZ COLLEGE Melrose
HSBC Private Bank Insurance December 2014 - Present
The McBride Agency February 2014 - December 2014
Keystone Financial Services February 2008 - January 2014
Comcast-Spectacor August 2005 - December 2006
Skills
Insurance, Cold Calling, Fixed Annuities, Sales, Casualty, Employee Benefits, Retirement Planning, Marketing, Mutual Funds, Life Insurance, Investments, Account Management, Securities, Customer Retention, Financial Analysis, Public Speaking, Investment Strategies, Leadership, Salesforce.com
Education
University of Pittsburgh 2001 — 2005
BA, Political Science
Bond University
GRATZ COLLEGE Melrose
Sue Cerami's Keystone Financial Services Experience 2013 - 2013
Job Automotive Professional
Industry Automotive
Experience
Keystone Financial Services 2013 - 2013
Cerami Automotive Enterprises January 2005 - February 2009
Pearson Education November 1992 - January 2005
Skills
Parts, Microsoft Excel, Forecasting, Payroll, Accounting, Inventory Management, Customer Satisfaction, Budgets, Process Improvement, Accounts Receivable, Vehicles, Leadership, Sales, Team Building, Business Planning, Management, Retail, Sales Management, Sales Process
Education
Capri Institute of Hair Design-Brick 2011 — 2012
Licensed Esthetician
Pascack Hills High School 1982 — 1986
Graduated, Basic Studies
Keystone Financial Services 2013 - 2013
Cerami Automotive Enterprises January 2005 - February 2009
Pearson Education November 1992 - January 2005
Skills
Parts, Microsoft Excel, Forecasting, Payroll, Accounting, Inventory Management, Customer Satisfaction, Budgets, Process Improvement, Accounts Receivable, Vehicles, Leadership, Sales, Team Building, Business Planning, Management, Retail, Sales Management, Sales Process
Education
Capri Institute of Hair Design-Brick 2011 — 2012
Licensed Esthetician
Pascack Hills High School 1982 — 1986
Graduated, Basic Studies
Darbi Lynn Darbi Lynn's Keystone Financial Services Experience January 2010 - June 2013
Job Director of Agent Services at Keller Williams Realty Atlanta Partners
Industry Real Estate
Experience
Keller Williams Realty Atlanta Partners July 2013 - Present
Keystone Financial Services January 2010 - June 2013
FedEx Office March 2009 - December 2009
Gautreau's Cajun Cafe June 2002 - July 2008
Skills
Customer Service, Management, Training, Marketing, Marketing Communications, Leadership, Social Media, Business Development, Outlook, Word, Excel, Fundraising, PowerPoint, Adobe Creative Suite, CRM databases, Event Planning, Microsoft Excel
Education
The University of Georgia 1999 — 2003
BA, Speech Communications
Bainbridge High School 1995 — 1999
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Keller Williams Realty Atlanta Partners July 2013 - Present
Keystone Financial Services January 2010 - June 2013
FedEx Office March 2009 - December 2009
Gautreau's Cajun Cafe June 2002 - July 2008
Skills
Customer Service, Management, Training, Marketing, Marketing Communications, Leadership, Social Media, Business Development, Outlook, Word, Excel, Fundraising, PowerPoint, Adobe Creative Suite, CRM databases, Event Planning, Microsoft Excel
Education
The University of Georgia 1999 — 2003
BA, Speech Communications
Bainbridge High School 1995 — 1999
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Janet McEntyre Janet McEntyre's Keystone Financial Services Experience August 2011 - Present
Job Medical billing at Keystone Financial Services
Industry Medical Practice
Experience
Keystone Financial Services August 2011 - Present
Sports Medicine NJ August 2010 - August 2011
Physician's Resource Network August 2004 - December 2010
Brielle Orthopedics, PA 1990 - 1996
Skills
Medical Billing, Hospitals, Medicine, Insurance, Telephone Skills, Physicians, HIPAA, Medical Records, Medical Coding, CPT, EMR, Medical Terminology, ICD-9, Healthcare, Customer Service, Claim, Healthcare Information..., Leadership, Receptionist Duties
Education
Union County Vocational Technical School 1979 — 1980
Licensed Practical/Vocational Nurse Training
Middletown High School South 1974 — 1979
Keystone Financial Services August 2011 - Present
Sports Medicine NJ August 2010 - August 2011
Physician's Resource Network August 2004 - December 2010
Brielle Orthopedics, PA 1990 - 1996
Skills
Medical Billing, Hospitals, Medicine, Insurance, Telephone Skills, Physicians, HIPAA, Medical Records, Medical Coding, CPT, EMR, Medical Terminology, ICD-9, Healthcare, Customer Service, Claim, Healthcare Information..., Leadership, Receptionist Duties
Education
Union County Vocational Technical School 1979 — 1980
Licensed Practical/Vocational Nurse Training
Middletown High School South 1974 — 1979
Brittany Stilley Brittany Stilley's Keystone Financial Services Experience May 2011 - August 2011
Job Student at KenanFlagler Business School
Industry Financial Services
Experience
Kenan-Flagler Business School August 2010 - Present
The Grille at Four Corners August 2010 - Present
Keystone Financial Services May 2011 - August 2011
Bruster's Real Ice Cream May 2009 - August 2009
Skills
Microsoft Office, Excel, Word, PowerPoint, Quickbooks
Education
UNC Chapel Hill 2008 — 2012
Business Administration, Finance
North Mecklenburg High School 2004 — 2008
Kenan-Flagler Business School August 2010 - Present
The Grille at Four Corners August 2010 - Present
Keystone Financial Services May 2011 - August 2011
Bruster's Real Ice Cream May 2009 - August 2009
Skills
Microsoft Office, Excel, Word, PowerPoint, Quickbooks
Education
UNC Chapel Hill 2008 — 2012
Business Administration, Finance
North Mecklenburg High School 2004 — 2008
Benjamin Ehlert Benjamin Ehlert's Keystone Financial Services Experience May 2011 - March 2014
Job Publisher
Industry Publishing
Experience
Dreamling Books 2013 - Present
Keystone Financial Services May 2011 - March 2014
Pathway India January 2013 - January 2014
Surmount Advisory May 2012 - August 2012
Skills
Strategy, Spanish, Teaching, Publishing, Leadership, Marketing Strategy, Public Speaking, Business Strategy, Finance, Economics, Storytelling, Book Design, Creative Writing
Education
Brigham Young University 2011 — 2013
Bachelor of Management, Strategy
Dreamling Books 2013 - Present
Keystone Financial Services May 2011 - March 2014
Pathway India January 2013 - January 2014
Surmount Advisory May 2012 - August 2012
Skills
Strategy, Spanish, Teaching, Publishing, Leadership, Marketing Strategy, Public Speaking, Business Strategy, Finance, Economics, Storytelling, Book Design, Creative Writing
Education
Brigham Young University 2011 — 2013
Bachelor of Management, Strategy
Matthew Keadle Matthew Keadle's Keystone Financial Services Experience June 2011 - November 2012
Job Logistics Coordinator at Syfan Logistics
Industry Logistics and Supply Chain
Experience
Syfan Logistics December 2012 - Present
Keystone Financial Services June 2011 - November 2012
Skills
Outlook, Microsoft Excel, Spreadsheets, Administrative..., PowerPoint, Microsoft Word, Microsoft Office, Data Entry, Customer Service, Inventory Management, Logistics, Event Planning, Shipping, Teamwork, Time Management, Customer Satisfaction
Education
Piedmont College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Syfan Logistics December 2012 - Present
Keystone Financial Services June 2011 - November 2012
Skills
Outlook, Microsoft Excel, Spreadsheets, Administrative..., PowerPoint, Microsoft Word, Microsoft Office, Data Entry, Customer Service, Inventory Management, Logistics, Event Planning, Shipping, Teamwork, Time Management, Customer Satisfaction
Education
Piedmont College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Michael Corgiat, ChFC Michael Corgiat, ChFC's Keystone Financial Services Experience January 1983 - Present
Job Keystone Financial Services, LLC
Industry Investment Management
Experience
Keystone Financial Services January 1983 - Present
Education
University of Missouri-Columbia 1980 — 1983
BSBA-Finance, Accounting and Finance
University of Missouri-Columbia, College of Business 1980 — 1983
BSBA-Finance, Finance and Accounting
Keystone Financial Services January 1983 - Present
Education
University of Missouri-Columbia 1980 — 1983
BSBA-Finance, Accounting and Finance
University of Missouri-Columbia, College of Business 1980 — 1983
BSBA-Finance, Finance and Accounting
Robin Cashion's Keystone Financial Services Experience 2011 - Present
Job Community Volunteer/ Marketing Consultant
Industry Real Estate
Experience
Keystone Financial Services 2011 - Present
Wyeth Pharmaceuticals March 2005 - January 2007
Option One Mortgage 2003 - 2003
KEANE 2001 - 2003
Inforte, Inc 1999 - 2001
Ingram Micro 1998 - 1999
Kforce 1996 - 1998
Skills
Recruiting, Employee Relations, Human Resources, Applicant Tracking..., Talent Acquisition, Personnel Management, Onboarding, Direct Sales, Vendor Management, Behavioral Interviewing, Competency Based..., Training Delivery, Instructor-led Training, Building Relationships
Education
California State Polytechnic University-Pomona 1991 — 1996
Bachelor of Science (BS), FRL - Finance, Real Estate and Law
Keystone Financial Services 2011 - Present
Wyeth Pharmaceuticals March 2005 - January 2007
Option One Mortgage 2003 - 2003
KEANE 2001 - 2003
Inforte, Inc 1999 - 2001
Ingram Micro 1998 - 1999
Kforce 1996 - 1998
Skills
Recruiting, Employee Relations, Human Resources, Applicant Tracking..., Talent Acquisition, Personnel Management, Onboarding, Direct Sales, Vendor Management, Behavioral Interviewing, Competency Based..., Training Delivery, Instructor-led Training, Building Relationships
Education
California State Polytechnic University-Pomona 1991 — 1996
Bachelor of Science (BS), FRL - Finance, Real Estate and Law
Raymond Kooser's Keystone Financial Services Experience January 2002 - January 2004
Job Manager, Angler House Marina, Islamorada, FL
Industry Hospitality
Experience
Wolfe Real Estate Group January 2015 - Present
Ocean Sotheby's International Real Estate November 2010 - December 2014
La Siesta Resort and Marina January 2009 - December 2014
La Siesta Resort and Marina January 2009 - December 2014
Keystone Financial Services January 2002 - January 2004
Moraine Group, Inc January 1998 - January 2000
Raymond S. Kooser Insurance Agency January 1984 - January 1997
Skills
Event Management, Budgets, Business Planning, Marketing Strategy, Hotels, Strategic Planning, Sellers, Luxury, Residential Homes, Purchasing, Sales, Public Relations, Customer Service, Project Management, Tourism, Management, Resorts
Education
Butler County Community College
Park & Recreation Administration
Wolfe Real Estate Group January 2015 - Present
Ocean Sotheby's International Real Estate November 2010 - December 2014
La Siesta Resort and Marina January 2009 - December 2014
La Siesta Resort and Marina January 2009 - December 2014
Keystone Financial Services January 2002 - January 2004
Moraine Group, Inc January 1998 - January 2000
Raymond S. Kooser Insurance Agency January 1984 - January 1997
Skills
Event Management, Budgets, Business Planning, Marketing Strategy, Hotels, Strategic Planning, Sellers, Luxury, Residential Homes, Purchasing, Sales, Public Relations, Customer Service, Project Management, Tourism, Management, Resorts
Education
Butler County Community College
Park & Recreation Administration