Kirkpatrick Pettis
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Kirkpatrick Pettis Employees
Employee
Years
Job
Industry
Renee Chapman Isberg Renee Chapman Isberg's Kirkpatrick Pettis Experience June 1997 - January 1998
Job VP, Professional Development Program Manager at State Street Global Markets
Industry Investment Management
Experience
State Street Global Markets October 2014 - Present
FTN Consulting January 2012 - Present
State Street Global Advisors May 2007 - November 2011
T. Rowe Price October 2002 - May 2007
INVESCO February 1999 - October 2002
Federal Reserve Bank March 1998 - April 1999
Kirkpatrick Pettis June 1997 - January 1998
Bank of America November 1994 - May 1997
Aegon September 1991 - October 1994
Skills
Asset Management, Series 7, Series 63, Mutual Funds, Strategic Planning, Consultative Selling, Bonds, Investments, Account Management, Professional Coaching, Energy Leadership Index..., Relationship Management, Fixed Income, Coaching, Equities, Asset Allocation, Alternative Investments, Leadership, Investment Strategies, Portfolio Management, Hedge Funds, Securities, Financial Services, Investment Advisory, Bloomberg, Selling
Education
Loyola College in Maryland 1993 — 1995
Business Administration and Management, General
The University of Texas at San Antonio 1988 — 1991
Bachelor of Business Administration, Business Management
St. Mary's College of Maryland 1987 — 1988
Liberal Arts and Sciences/Liberal Studies
State Street Global Markets October 2014 - Present
FTN Consulting January 2012 - Present
State Street Global Advisors May 2007 - November 2011
T. Rowe Price October 2002 - May 2007
INVESCO February 1999 - October 2002
Federal Reserve Bank March 1998 - April 1999
Kirkpatrick Pettis June 1997 - January 1998
Bank of America November 1994 - May 1997
Aegon September 1991 - October 1994
Skills
Asset Management, Series 7, Series 63, Mutual Funds, Strategic Planning, Consultative Selling, Bonds, Investments, Account Management, Professional Coaching, Energy Leadership Index..., Relationship Management, Fixed Income, Coaching, Equities, Asset Allocation, Alternative Investments, Leadership, Investment Strategies, Portfolio Management, Hedge Funds, Securities, Financial Services, Investment Advisory, Bloomberg, Selling
Education
Loyola College in Maryland 1993 — 1995
Business Administration and Management, General
The University of Texas at San Antonio 1988 — 1991
Bachelor of Business Administration, Business Management
St. Mary's College of Maryland 1987 — 1988
Liberal Arts and Sciences/Liberal Studies
Lance Holman Lance Holman's Kirkpatrick Pettis Experience February 1997 - March 1998
Job President & CEO at Holman Capital Corporation
Industry Financial Services
Experience
Holman Capital Corporation December 2009 - Present
SunTrust Equipment Finance & Leasing Corp. July 2009 - December 2009
SunTrust Equipment Finance & Leasing Corp. May 2001 - June 2009
Ford Motor Credit Company December 2000 - May 2001
Bank One Leasing Corporation March 1998 - December 2000
Kirkpatrick Pettis February 1997 - March 1998
US Bancorp July 1993 - February 1997
BP Amoco February 1989 - June 1991
Skills
Public Finance, Energy Efficiency, Renewable Energy, Contract Negotiation, Commercial Finance, Credit, Structured Finance, Energy, Business Development
Education
University of Colorado Denver 1990 — 1993
MBA/M.S., Finance
Indiana University Bloomington 1984 — 1988
B.S., Public Finance
Holman Capital Corporation December 2009 - Present
SunTrust Equipment Finance & Leasing Corp. July 2009 - December 2009
SunTrust Equipment Finance & Leasing Corp. May 2001 - June 2009
Ford Motor Credit Company December 2000 - May 2001
Bank One Leasing Corporation March 1998 - December 2000
Kirkpatrick Pettis February 1997 - March 1998
US Bancorp July 1993 - February 1997
BP Amoco February 1989 - June 1991
Skills
Public Finance, Energy Efficiency, Renewable Energy, Contract Negotiation, Commercial Finance, Credit, Structured Finance, Energy, Business Development
Education
University of Colorado Denver 1990 — 1993
MBA/M.S., Finance
Indiana University Bloomington 1984 — 1988
B.S., Public Finance
Kara Grigas, CRCP Kara Grigas, CRCP's Kirkpatrick Pettis Experience 1989 - 2001
Job Senior Manager Regulatory Reporting at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2008 - Present
Legent Clearing LLC October 2001 - November 2008
Kirkpatrick Pettis 1989 - 2001
Skills
Financial Services, Mutual Funds, Fixed Income, Securities, Vendor Management, Series 7, Series 24, Management, Risk Management, Equities, Series 63, Banking, Strategic Financial..., Investments, Financial Analysis, FINRA, Accounting, Cash Management
Education
CRCP, FINRA Institute at Wharton
Papillion LaVista
University of Nebraska at Omaha
TD Ameritrade November 2008 - Present
Legent Clearing LLC October 2001 - November 2008
Kirkpatrick Pettis 1989 - 2001
Skills
Financial Services, Mutual Funds, Fixed Income, Securities, Vendor Management, Series 7, Series 24, Management, Risk Management, Equities, Series 63, Banking, Strategic Financial..., Investments, Financial Analysis, FINRA, Accounting, Cash Management
Education
CRCP, FINRA Institute at Wharton
Papillion LaVista
University of Nebraska at Omaha
Christine Potter Christine Potter's Kirkpatrick Pettis Experience 1993 - 1996
Job President, LAZYHANDS ThumbsFree Grips for Mobile Devices
Industry Consumer Electronics
Experience
LAZY-HANDS January 2011 - Present
Horn Brothers Roofing March 2004 - May 2015
Kirkpatrick Pettis 1993 - 1996
Skills
Customer Service, Marketing Strategy, Sales, Strategic Planning, Marketing, Microsoft Office, Sales Management, Event Planning, Public Relations, Event Management, Account Management, Social Media Marketing, Product Management, Negotiation, Mobile Devices, Retail, Integrated Marketing, Consumer Electronics, E-commerce, Email Marketing, Trade Shows, Product Marketing, New Business Development, Start-ups, B2B, Advertising, Marketing Communications, Selling, Online Advertising
Education
Regis University 1993 — 1996
Bachelor's, Busness
Natrona County High School 1981 — 1983
LAZY-HANDS January 2011 - Present
Horn Brothers Roofing March 2004 - May 2015
Kirkpatrick Pettis 1993 - 1996
Skills
Customer Service, Marketing Strategy, Sales, Strategic Planning, Marketing, Microsoft Office, Sales Management, Event Planning, Public Relations, Event Management, Account Management, Social Media Marketing, Product Management, Negotiation, Mobile Devices, Retail, Integrated Marketing, Consumer Electronics, E-commerce, Email Marketing, Trade Shows, Product Marketing, New Business Development, Start-ups, B2B, Advertising, Marketing Communications, Selling, Online Advertising
Education
Regis University 1993 — 1996
Bachelor's, Busness
Natrona County High School 1981 — 1983
Andy Jacobitz, CFA Andy Jacobitz, CFA's Kirkpatrick Pettis Experience July 1993 - July 1995
Job First Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management July 1995 - Present
Kirkpatrick Pettis July 1993 - July 1995
The Adminstration of George H.W. Bush April 1991 - February 1993
Farm Futures Magazine June 1988 - April 1991
Nebraska Department of Economic Development 1987 - 1988
Education
University of Oxford 1989 — 2001
M.S., Economics
University of Nebraska-Lincoln 1984 — 1988
B.S., Agricultural Economics
RBC Wealth Management July 1995 - Present
Kirkpatrick Pettis July 1993 - July 1995
The Adminstration of George H.W. Bush April 1991 - February 1993
Farm Futures Magazine June 1988 - April 1991
Nebraska Department of Economic Development 1987 - 1988
Education
University of Oxford 1989 — 2001
M.S., Economics
University of Nebraska-Lincoln 1984 — 1988
B.S., Agricultural Economics
Brian Zahm Brian Zahm's Kirkpatrick Pettis Experience 1996 - 2001
Job Senior Vice President at SMITH HAYES Financial Services
Industry Investment Management
Experience
SMITH HAYES Financial Services October 1996 - Present
Kirkpatrick Pettis 1996 - 2001
Education
Texas A&M University - Mays Business School 1994 — 1996
MBA, Business
University of Nebraska at Omaha 1989 — 1993
BSBA, Business Administration
Burke High School 1984 — 1987
SMITH HAYES Financial Services October 1996 - Present
Kirkpatrick Pettis 1996 - 2001
Education
Texas A&M University - Mays Business School 1994 — 1996
MBA, Business
University of Nebraska at Omaha 1989 — 1993
BSBA, Business Administration
Burke High School 1984 — 1987
Kathy Dewhurst Kathy Dewhurst's Kirkpatrick Pettis Experience January 1984 - June 2002
Job Vice PresidentEmployee Relations Officer at SMITH HAYES Financial Services
Industry Financial Services
Experience
SMITH HAYES Financial Services Vice President-Employee Relations OfficerSMITH HAYES Financial ServicesJune 2002 - Present
Kirkpatrick Pettis January 1984 - June 2002
Skills
Human Resources, Career Development, Customer Satisfaction, Employee Relations, Sales, Policy, Performance Management, Marketing, Mutual Funds, Securities, Series 7, Investments
Education
University of Nebraska at Omaha
SMITH HAYES Financial Services Vice President-Employee Relations OfficerSMITH HAYES Financial ServicesJune 2002 - Present
Kirkpatrick Pettis January 1984 - June 2002
Skills
Human Resources, Career Development, Customer Satisfaction, Employee Relations, Sales, Policy, Performance Management, Marketing, Mutual Funds, Securities, Series 7, Investments
Education
University of Nebraska at Omaha
Matthew Leisman Matthew Leisman's Kirkpatrick Pettis Experience June 1998 - August 1999
Job Advisor/Equity Partner at Westport Advisory Group, LLC
Industry Investment Management
Experience
Westport Advisory Group, LLC January 2014 - Present
Money Concepts Kansas City May 2011 - December 2013
Griffin Advisors, Inc. April 2005 - November 2010
Rock Port Market, Inc. August 1995 - December 2009
Quick and Reilly, Inc April 2002 - July 2002
First Community Bank July 2000 - April 2002
U.S. Franchise, Inc. December 1999 - July 2000
Kirkpatrick Pettis June 1998 - August 1999
Northwestern Mutual September 1989 - June 1998
Skills
Retirement, Valuation, Portfolio Management, Investment Advisory, Investment Strategies, Asset Allocation, Investments, Financial Analysis, Wealth Management, Alternative Investments, Mutual Funds, Series 7, Financial Planning, Finance, Asset Management, Securities, Equities, Management
Education
University of Missouri-Columbia 1987 — 1989
Bachelor of Arts (BA), Interdisciplinary Studies
Rock Port R2
Westport Advisory Group, LLC January 2014 - Present
Money Concepts Kansas City May 2011 - December 2013
Griffin Advisors, Inc. April 2005 - November 2010
Rock Port Market, Inc. August 1995 - December 2009
Quick and Reilly, Inc April 2002 - July 2002
First Community Bank July 2000 - April 2002
U.S. Franchise, Inc. December 1999 - July 2000
Kirkpatrick Pettis June 1998 - August 1999
Northwestern Mutual September 1989 - June 1998
Skills
Retirement, Valuation, Portfolio Management, Investment Advisory, Investment Strategies, Asset Allocation, Investments, Financial Analysis, Wealth Management, Alternative Investments, Mutual Funds, Series 7, Financial Planning, Finance, Asset Management, Securities, Equities, Management
Education
University of Missouri-Columbia 1987 — 1989
Bachelor of Arts (BA), Interdisciplinary Studies
Rock Port R2
John Vipond John Vipond's Kirkpatrick Pettis Experience 1990 - 1999
Job Product Consultant III at Securities America, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC May 2000 - Present
Raymond James Financial, Inc. 1999 - 2000
Kirkpatrick Pettis 1990 - 1999
Ameritrade 1987 - 1990
Skills
Series 7, Series 63, Sales Presentations, Organization Skills, Training & Development, Design Research, Account Management, Marketing Communications, Operational Planning
Education
University of Nebraska-Lincoln 1982 — 1987
Bachelor of Arts (B.A.), English Language and Literature, General
Cathedral High School, Omaha Ne
Securities America, Inc. Member FINRA/SIPC May 2000 - Present
Raymond James Financial, Inc. 1999 - 2000
Kirkpatrick Pettis 1990 - 1999
Ameritrade 1987 - 1990
Skills
Series 7, Series 63, Sales Presentations, Organization Skills, Training & Development, Design Research, Account Management, Marketing Communications, Operational Planning
Education
University of Nebraska-Lincoln 1982 — 1987
Bachelor of Arts (B.A.), English Language and Literature, General
Cathedral High School, Omaha Ne
Amy Koenig Amy Koenig's Kirkpatrick Pettis Experience 1994 - 1996
Job Manager of Strategic Projects & Certified Leadership Coach at Peak Advisor Alliance
Industry Financial Services
Experience
Peak Advisor Alliance December 2004 - Present
American Express Financial Advisors January 2004 - November 2004
RBC Wealth Management July 1998 - July 2003
Robert W. Baird & Co. 1996 - July 1998
Kirkpatrick Pettis 1994 - 1996
Education
University of Northern Iowa 1989 — 1992
Bachelor of Arts (B.A.), Mathematics
Peak Advisor Alliance December 2004 - Present
American Express Financial Advisors January 2004 - November 2004
RBC Wealth Management July 1998 - July 2003
Robert W. Baird & Co. 1996 - July 1998
Kirkpatrick Pettis 1994 - 1996
Education
University of Northern Iowa 1989 — 1992
Bachelor of Arts (B.A.), Mathematics
JJ Sackett, CFP®, CMFC, ChFC® JJ Sackett, CFP®, CMFC, ChFC®'s Kirkpatrick Pettis Experience 1997 - 2001
Job Sr. Business Management Specialist at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2014 - Present
TIAA-CREF November 2007 - Present
TIAA-CREF January 2001 - November 2007
Kirkpatrick Pettis 1997 - 2001
Piper Jaffray 1994 - 1997
Oppenheimer 1986 - 1994
Skills
Retirement Planning, Wealth Management, Retirement, Strategic Financial..., Series 7, Investment Advisory, Mutual Funds, Estate Planning, Series 63, Fixed Annuities, Financial Advisory, Asset Allocation, Wealth, Financial Services, 401k, Relationship Management, Life Insurance, Long Term Care Insurance, Variable Annuities, Pensions, Long-term Care, Insurance
Education
College for Financial Planning 2002 — 2005
CFP®, Certified Financial Planner
University of Northern Iowa 1978 — 1985
BA, Business
TIAA-CREF February 2014 - Present
TIAA-CREF November 2007 - Present
TIAA-CREF January 2001 - November 2007
Kirkpatrick Pettis 1997 - 2001
Piper Jaffray 1994 - 1997
Oppenheimer 1986 - 1994
Skills
Retirement Planning, Wealth Management, Retirement, Strategic Financial..., Series 7, Investment Advisory, Mutual Funds, Estate Planning, Series 63, Fixed Annuities, Financial Advisory, Asset Allocation, Wealth, Financial Services, 401k, Relationship Management, Life Insurance, Long Term Care Insurance, Variable Annuities, Pensions, Long-term Care, Insurance
Education
College for Financial Planning 2002 — 2005
CFP®, Certified Financial Planner
University of Northern Iowa 1978 — 1985
BA, Business
Peggy Von Seggern Peggy Von Seggern's Kirkpatrick Pettis Experience 1997 - 2000
Job Retirement Plan Services at Fremont National Bank
Industry Banking
Experience
First National Bank Fremont April 2000 - Present
Kirkpatrick Pettis 1997 - 2000
Benefit Plans Inc. 1995 - 1997
Skills
401k Recordkeeping, Keeping updated with..., Middle office for 40+..., Customer Service
Education
Midland Lutheran College 1990 — 1995
Bachelor of Business Administration (BBA), Accounting
First National Bank Fremont April 2000 - Present
Kirkpatrick Pettis 1997 - 2000
Benefit Plans Inc. 1995 - 1997
Skills
401k Recordkeeping, Keeping updated with..., Middle office for 40+..., Customer Service
Education
Midland Lutheran College 1990 — 1995
Bachelor of Business Administration (BBA), Accounting
Peter Lahti Peter Lahti's Kirkpatrick Pettis Experience 1995 - 2000
Job CEO & Business Owner Trusted Advisor, Coach, Mentor, Strategist and Confidant: Chair, Vistage International
Industry Management Consulting
Experience
Vistage International January 2011 - Present
Peter Lahti & Associates, LLC September 2000 - January 2011
PayDQ (now CDS Global) 2009 - 2011
Child Saving Institute 1996 - 2008
SIFMA - SII 2000 - 2006
Kirkpatrick Pettis 1995 - 2000
EVEREN Securities 1990 - 1995
Drexel Burnham Lambert 1984 - 1989
Skills
Executive Positions, Performance Management, Finance, Non-profits, CEOs, Culture Change, Management Consulting, Securities, Leadership, Advisory Boards, Strategy, Venture Capital, Capital Markets, Investment Banking, Management, Mergers & Acquisitions, Business Development, Strategic Planning, Financial Services, Team Building, Private Equity, Business Strategy, Change Management, Coaching, Insurance, Executive Management, Business Planning, Due Diligence, Leadership Development, Corporate Development, Work Life Balance, Small Business, Risk Management, Nonprofits, Executive Development, Start-ups, Business Coaching, Strategic Partnerships, Board Development, Turn Around Management, Executive Coaching, Emotional Intelligence, Entrepreneurship, Angel Investing, Organizational..., Retreats, 360 Feedback, Workshop Facilitation, Consulting, Strategic Leadership
Education
State University of New York College at Buffalo 1968 — 1972
liberal arts, History
Vistage International January 2011 - Present
Peter Lahti & Associates, LLC September 2000 - January 2011
PayDQ (now CDS Global) 2009 - 2011
Child Saving Institute 1996 - 2008
SIFMA - SII 2000 - 2006
Kirkpatrick Pettis 1995 - 2000
EVEREN Securities 1990 - 1995
Drexel Burnham Lambert 1984 - 1989
Skills
Executive Positions, Performance Management, Finance, Non-profits, CEOs, Culture Change, Management Consulting, Securities, Leadership, Advisory Boards, Strategy, Venture Capital, Capital Markets, Investment Banking, Management, Mergers & Acquisitions, Business Development, Strategic Planning, Financial Services, Team Building, Private Equity, Business Strategy, Change Management, Coaching, Insurance, Executive Management, Business Planning, Due Diligence, Leadership Development, Corporate Development, Work Life Balance, Small Business, Risk Management, Nonprofits, Executive Development, Start-ups, Business Coaching, Strategic Partnerships, Board Development, Turn Around Management, Executive Coaching, Emotional Intelligence, Entrepreneurship, Angel Investing, Organizational..., Retreats, 360 Feedback, Workshop Facilitation, Consulting, Strategic Leadership
Education
State University of New York College at Buffalo 1968 — 1972
liberal arts, History
Todd Knott Todd Knott's Kirkpatrick Pettis Experience March 2001 - January 2003
Job Trading Manager at Carson Wealth Management Group
Industry Financial Services
Experience
Carson Wealth Management Group January 2015 - Present
SMITH HAYES Financial April 2011 - December 2014
QA3 Financial Corp October 2005 - February 2011
TD Ameritrade January 2004 - October 2005
Legent Clearing 2002 - 2004
Kirkpatrick Pettis March 2001 - January 2003
TD Ameritrade August 1997 - January 2001
CLS Investments, LLC 2001 - 2001
Skills
Trading, Investment Advisory, Wealth Management, Asset Managment, Options, Risk Management, Series 7, Investments, Fixed Income, Securities, Bloomberg, Bonds, FINRA, Mutual Funds, Series 63, Equities, Series 24, Portfolio Management, Equity Trading, Retirement Planning, Asset Allocation, Trading Systems, Electronic Trading, ETFs, Uniform Combined State..., Derivatives, Financial Services, Strategic Financial...
Education
The University of South Dakota 1990 — 1993
Carson Wealth Management Group January 2015 - Present
SMITH HAYES Financial April 2011 - December 2014
QA3 Financial Corp October 2005 - February 2011
TD Ameritrade January 2004 - October 2005
Legent Clearing 2002 - 2004
Kirkpatrick Pettis March 2001 - January 2003
TD Ameritrade August 1997 - January 2001
CLS Investments, LLC 2001 - 2001
Skills
Trading, Investment Advisory, Wealth Management, Asset Managment, Options, Risk Management, Series 7, Investments, Fixed Income, Securities, Bloomberg, Bonds, FINRA, Mutual Funds, Series 63, Equities, Series 24, Portfolio Management, Equity Trading, Retirement Planning, Asset Allocation, Trading Systems, Electronic Trading, ETFs, Uniform Combined State..., Derivatives, Financial Services, Strategic Financial...
Education
The University of South Dakota 1990 — 1993
Mark Kendle Mark Kendle's Kirkpatrick Pettis Experience 1991 - 2005
Job Senior Vice President, Senior Quantitative Analyst, D.A. Davidson & Co.
Industry Capital Markets
Experience
D.A. Davidson & Co. 2005 - Present
Elk Run Condominiums HOA 2010 - 2013
Kirkpatrick Pettis 1991 - 2005
Skills
Public Finance, Tax Increment Financing, Financial Modeling, Bonds, Fixed Income, Capital Markets, Quantitative Analytics, Municipal Bonds, Financial Structuring, Financial Analysis, Analysis, Securities, Portfolio Management, Series 7, Investment Banking
Education
University of Houston 1981 — 1983
MBA, Finance
Purdue University - Krannert School of Management 1976 — 1980
BSIM, Industrial Management
Riley High School 1975 — 1976
D.A. Davidson & Co. 2005 - Present
Elk Run Condominiums HOA 2010 - 2013
Kirkpatrick Pettis 1991 - 2005
Skills
Public Finance, Tax Increment Financing, Financial Modeling, Bonds, Fixed Income, Capital Markets, Quantitative Analytics, Municipal Bonds, Financial Structuring, Financial Analysis, Analysis, Securities, Portfolio Management, Series 7, Investment Banking
Education
University of Houston 1981 — 1983
MBA, Finance
Purdue University - Krannert School of Management 1976 — 1980
BSIM, Industrial Management
Riley High School 1975 — 1976
Teresa O'Grady Teresa O'Grady's Kirkpatrick Pettis Experience January 1999 - May 2005
Job AVP, Senior Compliance Officer at SMITH HAYES Financial Services
Industry Financial Services
Experience
SMITH HAYES Financial Services March 2015 - Present
SMITH HAYES Financial Services July 2005 - February 2015
Kirkpatrick Pettis January 1999 - May 2005
Securities America June 1992 - January 1999
Ameritrade February 1989 - June 1992
Skills
Compliance, Investment Advisory, Financial Services, Asset Management, Series 7, Mutual Funds, Retirement Planning, Investments, Wealth Management, Series 63, Securities, Series 24, Equities
Education
Northwest Missouri State University 1983 — 1986
Cathedral High School 1979 — 1983
SMITH HAYES Financial Services March 2015 - Present
SMITH HAYES Financial Services July 2005 - February 2015
Kirkpatrick Pettis January 1999 - May 2005
Securities America June 1992 - January 1999
Ameritrade February 1989 - June 1992
Skills
Compliance, Investment Advisory, Financial Services, Asset Management, Series 7, Mutual Funds, Retirement Planning, Investments, Wealth Management, Series 63, Securities, Series 24, Equities
Education
Northwest Missouri State University 1983 — 1986
Cathedral High School 1979 — 1983
Charles Okoree's Kirkpatrick Pettis Experience September 1998 - September 2000
Job Independent Investment Banking Professional
Industry Investment Banking
Experience
Selrahc Capital April 2006 - Present
Clarion Mortgage Capital September 2003 - April 2006
RBC Bank August 2001 - September 2003
Wachovia Securities Financial Network September 2000 - June 2001
Kirkpatrick Pettis September 1998 - September 2000
Fronteer Financial September 1996 - September 1998
Chatfield Dean & Co September 1994 - September 1996
Education
Colorado State University 1992 — 1994
Selrahc Capital April 2006 - Present
Clarion Mortgage Capital September 2003 - April 2006
RBC Bank August 2001 - September 2003
Wachovia Securities Financial Network September 2000 - June 2001
Kirkpatrick Pettis September 1998 - September 2000
Fronteer Financial September 1996 - September 1998
Chatfield Dean & Co September 1994 - September 1996
Education
Colorado State University 1992 — 1994
Dan Marquis's Kirkpatrick Pettis Experience June 1994 - February 1996
Job Chief Investment Officer at Javlin Capital LLC
Industry Financial Services
Experience
Javlin Capital LLC December 2013 - Present
West Corporation February 2001 - December 2013
Artios 2000 - 2001
Odin Capital June 1999 - September 1999
US Bank March 1996 - August 1998
Kirkpatrick Pettis June 1994 - February 1996
Skills
Mergers & Acquisitions, Mergers, Competitive Analysis, Strategic Partnerships, Corporate Finance, Private Equity, Business Planning, Strategic Planning, Management, Strategy, Negotiation, Investments, Analysis, Business Process..., Executive Management, Start-ups, Venture Capital, Financial Analysis, Valuation, Due Diligence, Acquisition Integration, Business Strategy, Financial Management, Deal Structuring, Divestitures
Education
The University of Chicago - Booth School of Business 1998 — 2000
Master of Business Administration (MBA), Finance, Strategy and Entrepreneurship
Creighton University 1992 — 1994
BS/BA, Finance
Colorado State University 1990 — 1992
NA
Javlin Capital LLC December 2013 - Present
West Corporation February 2001 - December 2013
Artios 2000 - 2001
Odin Capital June 1999 - September 1999
US Bank March 1996 - August 1998
Kirkpatrick Pettis June 1994 - February 1996
Skills
Mergers & Acquisitions, Mergers, Competitive Analysis, Strategic Partnerships, Corporate Finance, Private Equity, Business Planning, Strategic Planning, Management, Strategy, Negotiation, Investments, Analysis, Business Process..., Executive Management, Start-ups, Venture Capital, Financial Analysis, Valuation, Due Diligence, Acquisition Integration, Business Strategy, Financial Management, Deal Structuring, Divestitures
Education
The University of Chicago - Booth School of Business 1998 — 2000
Master of Business Administration (MBA), Finance, Strategy and Entrepreneurship
Creighton University 1992 — 1994
BS/BA, Finance
Colorado State University 1990 — 1992
NA
Verna Curry's Kirkpatrick Pettis Experience November 1977 - April 2002
Job VP Financial Consultant at Ameritas Investment Corp
Industry Investment Management
Experience
Ameritas Investment Corp April 2002 - Present
Kirkpatrick Pettis November 1977 - April 2002
Education
University of Nebraska-Lincoln 1971 — 1976
Ameritas Investment Corp April 2002 - Present
Kirkpatrick Pettis November 1977 - April 2002
Education
University of Nebraska-Lincoln 1971 — 1976
Ben Titus's Kirkpatrick Pettis Experience 2003 - 2005
Job Business & Financial Consulting; Entrepreneur
Industry Financial Services
Experience
SC Health September 2014 - Present
First National Bank of Omaha June 2012 - September 2014
Mutual of Omaha Bank June 2008 - May 2012
US Bank 2005 - 2008
Kirkpatrick Pettis 2003 - 2005
First National Bank of Omaha 1998 - 2003
Skills
Credit, Commercial Lending, Banking, Commercial Banking, Loans, Treasury Services, Healthcare Banking, Municipal Bonds, Banking Relationships, Risk Management, Investments, Capital Markets, Financial Analysis, Portfolio Management, Team Leadership, Finance, Financial Services, Insurance, Cash Management, Credit Analysis, Management, Strategic Planning
Education
University of Nebraska at Omaha 1995 — 1999
Bachelor of Science (B.S.), Marketing
Burke High School 1991 — 1995
SC Health September 2014 - Present
First National Bank of Omaha June 2012 - September 2014
Mutual of Omaha Bank June 2008 - May 2012
US Bank 2005 - 2008
Kirkpatrick Pettis 2003 - 2005
First National Bank of Omaha 1998 - 2003
Skills
Credit, Commercial Lending, Banking, Commercial Banking, Loans, Treasury Services, Healthcare Banking, Municipal Bonds, Banking Relationships, Risk Management, Investments, Capital Markets, Financial Analysis, Portfolio Management, Team Leadership, Finance, Financial Services, Insurance, Cash Management, Credit Analysis, Management, Strategic Planning
Education
University of Nebraska at Omaha 1995 — 1999
Bachelor of Science (B.S.), Marketing
Burke High School 1991 — 1995
Brian Strasser's Kirkpatrick Pettis Experience 1998 - 2002
Job Director Branch Office Support & Development at Securities America, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC April 2013 - Present
COR Clearing March 2002 - March 2013
Kirkpatrick Pettis 1998 - 2002
TD Ameritrade 1994 - 1998
Centris Federal Credit Union 1992 - 1994
Paine Webber 1992 - 1993
Skills
Series 7, Securities, Series 63, Series 24, FINRA, Mutual Funds, Financial Services, Financial Risk, Wealth Management, Investments, Electronic Trading, Securities Lending, Risk Management, Asset Allocation, Fixed Income, Trading, Capital Markets, Alternative Investments, Equities, Financial Markets, Portfolio Management, Vendor Management, Asset Management, Hedge Funds, Options, Investment Banking, Trading Systems, Back Office, Prime Brokerage, Middle Office, Investment Advisory, Banking, Relationship Management
Education
University of Nebraska at Omaha 1992 — 1994
MBA, Banking & Finance
University of Nebraska at Kearney 1989 — 1991
Julesburg High School 1986 — 1989
Securities America, Inc. Member FINRA/SIPC April 2013 - Present
COR Clearing March 2002 - March 2013
Kirkpatrick Pettis 1998 - 2002
TD Ameritrade 1994 - 1998
Centris Federal Credit Union 1992 - 1994
Paine Webber 1992 - 1993
Skills
Series 7, Securities, Series 63, Series 24, FINRA, Mutual Funds, Financial Services, Financial Risk, Wealth Management, Investments, Electronic Trading, Securities Lending, Risk Management, Asset Allocation, Fixed Income, Trading, Capital Markets, Alternative Investments, Equities, Financial Markets, Portfolio Management, Vendor Management, Asset Management, Hedge Funds, Options, Investment Banking, Trading Systems, Back Office, Prime Brokerage, Middle Office, Investment Advisory, Banking, Relationship Management
Education
University of Nebraska at Omaha 1992 — 1994
MBA, Banking & Finance
University of Nebraska at Kearney 1989 — 1991
Julesburg High School 1986 — 1989
Brigette Ruffel's Kirkpatrick Pettis Experience December 1999 - September 2000
Job Financial Services Professional, Human Resources, Marketing Professional
Industry Financial Services
Experience
Junior League of Denver May 2012 - May 2013
LPL September 2001 - November 2005
Schneider Securities October 2000 - June 2001
Kirkpatrick Pettis December 1999 - September 2000
Skills
Insurance, Fundraising, Financial Analysis, Event Planning, Customer Service, Microsoft Excel, PowerPoint, Budgets, Non-profits, Office Management, Due Diligence, Forecasting, Process Improvement, Microsoft Office, Strategic Financial..., Leadership, Strategic Planning, Nonprofits
Education
Colorado State University 1993 — 1997
Bachelor of Science (B.S.), Biology/Biological Sciences, General
Boston University
Junior League of Denver May 2012 - May 2013
LPL September 2001 - November 2005
Schneider Securities October 2000 - June 2001
Kirkpatrick Pettis December 1999 - September 2000
Skills
Insurance, Fundraising, Financial Analysis, Event Planning, Customer Service, Microsoft Excel, PowerPoint, Budgets, Non-profits, Office Management, Due Diligence, Forecasting, Process Improvement, Microsoft Office, Strategic Financial..., Leadership, Strategic Planning, Nonprofits
Education
Colorado State University 1993 — 1997
Bachelor of Science (B.S.), Biology/Biological Sciences, General
Boston University
Charlie Liakos's Kirkpatrick Pettis Experience November 1996 - February 2005
Job President at Midwest Technology Solutions, Inc.
Industry Computer Networking
Experience
Midwest Technology Solutions, Inc. February 2005 - Present
Kirkpatrick Pettis November 1996 - February 2005
Blackstone Consutling June 1996 - November 1996
A-1 Direct Marketing July 1995 - February 1996
National Indemnity Company November 1990 - June 1995
Skills
Disaster Recovery, Data Center, Cloud Computing, Network Security, Project Management, Integration, Change Management, Virtualization, Cisco Technologies, Software Development, SaaS, Executive Management, Troubleshooting, VMware, Active Directory, Team Leadership, Security, Networking, Information Technology, Vendor Management, IT Strategy, IT Operations, Customer Service, Public Speaking, Sales
Education
University of Nebraska at Omaha 1993 — 1996
Master, Business Administration
University of Nebraska-Lincoln 1984 — 1990
BS, Mathematics
Omaha Central
Midwest Technology Solutions, Inc. February 2005 - Present
Kirkpatrick Pettis November 1996 - February 2005
Blackstone Consutling June 1996 - November 1996
A-1 Direct Marketing July 1995 - February 1996
National Indemnity Company November 1990 - June 1995
Skills
Disaster Recovery, Data Center, Cloud Computing, Network Security, Project Management, Integration, Change Management, Virtualization, Cisco Technologies, Software Development, SaaS, Executive Management, Troubleshooting, VMware, Active Directory, Team Leadership, Security, Networking, Information Technology, Vendor Management, IT Strategy, IT Operations, Customer Service, Public Speaking, Sales
Education
University of Nebraska at Omaha 1993 — 1996
Master, Business Administration
University of Nebraska-Lincoln 1984 — 1990
BS, Mathematics
Omaha Central
Jacqueline Malone's Kirkpatrick Pettis Experience 1992 - 1995
Job Senior Product Marketer at American Century Investments
Industry Investment Management
Experience
American Century Investments 2012 - Present
American Century Investments 2008 - 2012
American Century Investments 2006 - 2008
American Century Investments 2000 - 2006
Security Benefit 1999 - 2000
BMA 1996 - 1999
J. Stephan & Company, Inc. 1995 - 1996
Kirkpatrick Pettis 1992 - 1995
AP Dow Jones News Services-Frankfurt 1992 - 1992
Education
University of Nebraska at Omaha
Bachelor's Degree, International Business & Management
Congress-Bundestag Exchange Program for Young Professionals
American Century Investments 2012 - Present
American Century Investments 2008 - 2012
American Century Investments 2006 - 2008
American Century Investments 2000 - 2006
Security Benefit 1999 - 2000
BMA 1996 - 1999
J. Stephan & Company, Inc. 1995 - 1996
Kirkpatrick Pettis 1992 - 1995
AP Dow Jones News Services-Frankfurt 1992 - 1992
Education
University of Nebraska at Omaha
Bachelor's Degree, International Business & Management
Congress-Bundestag Exchange Program for Young Professionals
Ken Kaufmann's Kirkpatrick Pettis Experience 1997 - 1999
Job Relationship Manager at First Clearing, LLC
Industry Financial Services
Experience
First Clearing, LLC July 2008 - Present
Horace Mann Investors, Inc. 2007 - 2008
Wells Fargo Correspondent Services 2002 - 2004
RBC Dain Correspondent Services 1999 - 2002
Kirkpatrick Pettis 1997 - 1999
Skills
Series 7, Securities, Mutual Funds
Education
Lindenwood University
MBA
Maryville University of Saint Louis
B.S.
First Clearing, LLC July 2008 - Present
Horace Mann Investors, Inc. 2007 - 2008
Wells Fargo Correspondent Services 2002 - 2004
RBC Dain Correspondent Services 1999 - 2002
Kirkpatrick Pettis 1997 - 1999
Skills
Series 7, Securities, Mutual Funds
Education
Lindenwood University
MBA
Maryville University of Saint Louis
B.S.
Randall Greer's Kirkpatrick Pettis Experience October 1975 - February 2000
Job Private Investor
Industry Investment Management
Experience
Private Investor February 2013 - Present
Tributary Capital Management November 2006 - February 2013
Bridges Investment Counsel December 2002 - November 2006
Westchester Capital Management Inc. June 2000 - November 2002
Kirkpatrick Pettis October 1975 - February 2000
Skills
Investments, Portfolio Management, Equities, Equity Valuation, Equity Trading, Financial Risk, Strategy, Securities, Investment Strategies, Venture Capital, Financial Modeling, Mutual Funds, Finance, Investment Management
Education
University of Florida - Warrington College of Business Administration 1974 — 1975
MBA, Finance
University of Nebraska-Lincoln 1969 — 1974
BS, Psychology, Mathematics, Computer Science
Private Investor February 2013 - Present
Tributary Capital Management November 2006 - February 2013
Bridges Investment Counsel December 2002 - November 2006
Westchester Capital Management Inc. June 2000 - November 2002
Kirkpatrick Pettis October 1975 - February 2000
Skills
Investments, Portfolio Management, Equities, Equity Valuation, Equity Trading, Financial Risk, Strategy, Securities, Investment Strategies, Venture Capital, Financial Modeling, Mutual Funds, Finance, Investment Management
Education
University of Florida - Warrington College of Business Administration 1974 — 1975
MBA, Finance
University of Nebraska-Lincoln 1969 — 1974
BS, Psychology, Mathematics, Computer Science
Scott Reiss's Kirkpatrick Pettis Experience May 1998 - January 2003
Job Controller at Tighton Fastener
Industry Retail
Experience
Tighton Fastener Accounting ManagerHeartland Automotive ServicesJanuary 2003 - October 2006
Kirkpatrick Pettis May 1998 - January 2003
Bland & Associates, P.C. June 1995 - May 1998
Education
University of Nebraska at Omaha 1990 — 1995
BSBA, Accounting
Tighton Fastener Accounting ManagerHeartland Automotive ServicesJanuary 2003 - October 2006
Kirkpatrick Pettis May 1998 - January 2003
Bland & Associates, P.C. June 1995 - May 1998
Education
University of Nebraska at Omaha 1990 — 1995
BSBA, Accounting
Sarah Whittington-Mason's Kirkpatrick Pettis Experience 1993 - 1996
Job Account Manager at Janus Capital Group
Industry Investment Management
Experience
Janus Capital Group May 1999 - Present
Janus Capital Group 1999 - 2008
Morgan Stanley Smith Barney 1996 - 1999
Kirkpatrick Pettis 1993 - 1996
Education
Fort Hays State University
Janus Capital Group May 1999 - Present
Janus Capital Group 1999 - 2008
Morgan Stanley Smith Barney 1996 - 1999
Kirkpatrick Pettis 1993 - 1996
Education
Fort Hays State University
Bob Hans's Kirkpatrick Pettis Experience 1989 - 1994
Job H.I.M. Hans Investment Management
Industry Investment Management
Experience
H.I.M. - Hans Investment Management 2007 - Present
Nebraska Tax Equalization and Review Commission 1996 - 2007
Kirkpatrick Pettis 1989 - 1994
National Bank of Commerce Trust & Savings 1961 - 1986
Education
National Judical College, Reno 2000 — 2006
Judical Development Certificates, Administrative Law Adjuication Skills; Dispute Resolution Skills
University of Nebraska-Lincoln 1962 — 1966
M. A. - Economics, Sociology
University of Nebraska-Lincoln 1954 — 1958
B.S. -Business Administration
H.I.M. - Hans Investment Management 2007 - Present
Nebraska Tax Equalization and Review Commission 1996 - 2007
Kirkpatrick Pettis 1989 - 1994
National Bank of Commerce Trust & Savings 1961 - 1986
Education
National Judical College, Reno 2000 — 2006
Judical Development Certificates, Administrative Law Adjuication Skills; Dispute Resolution Skills
University of Nebraska-Lincoln 1962 — 1966
M. A. - Economics, Sociology
University of Nebraska-Lincoln 1954 — 1958
B.S. -Business Administration
Emily T. Rae's Kirkpatrick Pettis Experience 1998 - 2000
Job Regional Vice President at Hartford Funds Wholesaler
Industry Investment Management
Experience
Hartford Funds September 2013 - Present
ING U.S. Investment Management November 2007 - September 2013
Aquila Group of Funds January 2002 - January 2007
Colorado State Bank and Trust January 2001 - January 2002
J.P. Morgan January 2000 - January 2001
Kirkpatrick Pettis 1998 - 2000
FBS Investment Services 1997 - 1998
Colonial Mutual Funds 1996 - 1997
Skills
Series 7, Series 6, Series 63, Series 65, Financial Modeling, Financial Analysis, Asset Allocation, Separately Managed..., Global Tactical Asset..., Fixed Income Strategies, Municipal Bonds, Pending CIMA...
Education
Truman State University
Bachelor of Science, Business Administration; Finance Concentration / Economics and Psychology Minors
Hartford Funds September 2013 - Present
ING U.S. Investment Management November 2007 - September 2013
Aquila Group of Funds January 2002 - January 2007
Colorado State Bank and Trust January 2001 - January 2002
J.P. Morgan January 2000 - January 2001
Kirkpatrick Pettis 1998 - 2000
FBS Investment Services 1997 - 1998
Colonial Mutual Funds 1996 - 1997
Skills
Series 7, Series 6, Series 63, Series 65, Financial Modeling, Financial Analysis, Asset Allocation, Separately Managed..., Global Tactical Asset..., Fixed Income Strategies, Municipal Bonds, Pending CIMA...
Education
Truman State University
Bachelor of Science, Business Administration; Finance Concentration / Economics and Psychology Minors