Koss Olinger Financial Group

Description

Address: 2700 NW 43rd St # A, Gainesville, FL 32606 Hours: Closed ⋅ Opens 8:30AM Wed Tuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (352) 373-3337: : : Place name: : Category: : Website: : Website: http://www.kossolinger.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question

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Koss Olinger Financial Group Employees

Employee
Years
Job
Industry
W.J. Rossi W.J. Rossi Gainesville, Florida Area Details
W.J. Rossi's Koss Olinger Financial Group Experience May 1997 - Present
Job Partner and Financial Advisor at Koss Olinger
Industry Financial Services
Experience
Koss Olinger Financial Group   May 1997 - Present

Skills
Financial Planning, Estate Planning, Insurance, Portfolio Management, Asset Management, Investments, Asset Managment, Strategic Financial...

Education
University of Florida   1993 — 1997
Bachelor of Science (BS), Finance, General

Kristin Ellis Kristin Ellis Dallas/Fort Worth Area Details
Kristin Ellis's Koss Olinger Financial Group Experience January 2013 - December 2013
Job Business Analyst at JCPenney
Industry Retail
Experience
JCPenney  October 2014 - Present
JCPenney  August 2014 - October 2014
Anthropologie  May 2013 - July 2014
Koss Olinger Financial Group   January 2013 - December 2013
Nordstrom  May 2012 - August 2012

Skills
Merchandising, Business Analysis, Microsoft Excel, Teamwork, Retail Sales, Leadership, Customer Service, Fashion, PowerPoint, Event Planning, Retail, Sales

Education
University of Florida   2010 — 2014
Bachelor of Science (B.S.), Finance

University of Florida

Nicole Zanakis Nicole Zanakis Gainesville, Florida Details
Nicole Zanakis's Koss Olinger Financial Group Experience June 2011 - May 2012
Job Property and Casualty Insurance Agent at Fiorella Insurance Agency
Industry Financial Services
Experience
Fiorella Insurance Agency   May 2014 - Present
Shrimpers   December 2012 - Present
Bolender Horse Park   January 2012 - Present
Fiorella Insurance Agency, Inc.   November 2013 - May 2014
Koss Olinger Financial Group   June 2011 - May 2012
Congressman Mark Foley's Office   May 2006 - July 2006

Skills
Financial Modeling, Microsoft Excel, Financial Accounting, PowerPoint, Microsoft Office, Microsoft Word, Research, Data Analysis, Financial Analysis, Economics, Marketing Communications, Product Marketing, Marketing Research, Social Media, Public Relations

Education
University of Florida   2008 — 2012
Bachelor of Science in Business Administration, Finance

University of Florida   2008 — 2012
Minor, Mass Communications, 3.7

The Benjamin School   2004 — 2008
4.0

Victor Biondolillo Victor Biondolillo Gainesville, Florida Details
Victor Biondolillo's Koss Olinger Financial Group Experience February 2014 - Present
Job Financial Services Intern at Koss Olinger Financial Group
Industry Financial Services
Experience
Koss Olinger Financial Group   February 2014 - Present
Finish Line  December 2011 - December 2012
Kuehne + Nagel  May 2012 - July 2012
Solefly Sneaker Boutique   December 2010 - May 2011

Skills
Sales, Customer Service, PowerPoint, Microsoft Office, Retail, Microsoft Excel, Time Management, Microsoft Word, Leadership, Marketing, Social Media, Customer Satisfaction, Inventory Management, Teamwork, Social Networking

Education
Hough Graduate School of Business   2013 — 2015
Master of Arts (M.A.), International Business

University of Florida - Warrington College Of Business   2011 — 2015
Bachelor of Science (B.S.), Business Administration

David Kittrell David Kittrell Atlanta, Georgia Details
David Kittrell's Koss Olinger Financial Group Experience May 2006 - May 2009
Job Director of Financial Planning & Analysis at SafeGuard Products International
Industry Financial Services
Experience
Safe-Guard Products  August 2015 - Present
Safe-Guard Products  January 2014 - August 2015
FTI Consulting  March 2012 - January 2014
Ernst & Young  September 2009 - March 2012
Koss-Olinger Financial Group  May 2006 - May 2009

Skills
Financial Modeling, Financial Analysis, Corporate Finance, Financial Audits, Microsoft Excel, Restructuring, Turnaround Experience, Financial Accounting, CPA, Performance Improvement, Capital Markets, Portfolio Management, Finance, Due Diligence, Auditing

Education
University of Florida   2004 — 2009
Masters, Accountancy

University of Florida   2004 — 2009
Bachelors, Accounting

Randa Medley Randa Medley Louisville, Kentucky Details
Randa Medley's Koss Olinger Financial Group Experience January 2014 - April 2014
Job Legal Assistant in Insurance Defense at Goldberg Simpson
Industry Law Practice
Experience
Goldberg Simpson  July 2015 - Present
The Emory Group/ Geneologie  January 2014 - May 2015
University of Florida Student Legal Services  September 2011 - May 2015
Panhellenic Council  October 2013 - December 2014
Koss Olinger Financial Group   January 2014 - April 2014
Grace Place for Children and Families  June 2013 - August 2013
Fischer International  April 2012 - August 2012

Skills
PowerPoint, Telephone Skills, Social Networking, Outlook, Social Media, Morningstar, Charles Schwab, Process Scheduler, International Relations, Teamwork, Leadership, Customer Service, Community Outreach, Communication, Event Management, Public Relations, Microsoft Office, Microsoft Word, Public Speaking, Analysis

Education
University of Florida   2011 — 2015
Bachelor of Science (BS), Business/Managerial Economics

Master of Arts   2012 — 2014
University of Florida, International Business

Paul Biondolillo III Paul Biondolillo III Pompano Beach, Florida Details
Paul Biondolillo III's Koss Olinger Financial Group Experience August 2011 - December 2012
Job Quality Assurance Associate at EY
Industry Accounting
Experience
EY  September 2014 - Present
Ernst & Young  January 2013 - March 2013
Koss Olinger Financial Group   August 2011 - December 2012
Campbell Property Management  May 2011 - July 2011

Skills
Microsoft Excel, Public Speaking, Social Media, Accounting, Internal Controls, Auditing, Revenue Recognition, US GAAP, Investments, Outlook, Financial Analysis, Risk Analysis, Leadership

Education
University of Florida   2009 — 2014
Masters and Bachelors, Accounting, Graduated

Brian Roney Brian Roney Gainesville, Florida Area Details
Brian Roney's Koss Olinger Financial Group Experience January 2013 - May 2013
Job Treasurer at Alpha Tau Omega Fraternity
Industry Printing
Experience
Alpha Tau Omega Fraternity  November 2014 - Present
Warrington College of Business  March 2014 - Present
Proforma Gators   September 2013 - September 2014
Proforma  June 2013 - August 2013
Koss Olinger Financial Group   January 2013 - May 2013

Skills
Leadership, Negotiation, Leadership Development, Entrepreneurship, Sales, Microsoft Excel, Public Speaking, Microsoft Office, Customer Service, Outlook, Teaching, PowerPoint, Microsoft Word, Analysis, Marketing

Education
University of Florida   2012 — 2016
Bachelor of Science, Finance, Cumulative GPA: 4.0

Florence University of the Arts (FUA)   2014 — 2014
Italian Language and Culture

Joshua D'Souza Joshua D'Souza Fort Lauderdale, Florida Details
Joshua D'Souza's Koss Olinger Financial Group Experience January 2014 - May 2014
Job Tax Intern at Grant Thornton LLP
Industry Financial Services
Experience
Grant Thornton LLP  May 2015 - August 2015
University of Florida  September 2013 - August 2014
Koss Olinger Financial Group   January 2014 - May 2014
Duke University  June 2013 - July 2013
Duke University  June 2012 - July 2012

Education
University of Florida   2011 — 2015
Bachelor’s Degree, Accounting and Finance, Graduate

American Heritage High School   2007 — 2011

Ivie Thomas Ivie Thomas Tallahassee, Florida Area Details
Ivie Thomas's Koss Olinger Financial Group Experience January 2012 - April 2013
Job
Industry Financial Services
Experience
IBERIABANK  September 2013 - June 2015
Koss Olinger Financial Group   January 2012 - April 2013
Chi Omega Fraternity - Eta Delta Chapter   November 2011 - November 2012
Dance Marathon at the University of Florida  September 2010 - April 2012
Chi Omega Fraternity - Eta Delta Chapter   November 2010 - November 2011
Lanigan & Associates  June 2010 - July 2011

Skills
Microsoft Office, Finance, PowerPoint, Budgets, Microsoft Excel, Event Planning, Social Networking, Marketing, Management

Education
University of Florida   2009 — 2013
Bachelor of Science (BS), Finance

Carly James, CPA Carly James, CPA Asheville, North Carolina Area Details
Carly James, CPA's Koss Olinger Financial Group Experience May 2009 - August 2009
Job Tax Senior at Blackman & Sloop, CPAs, P.A.
Industry Accounting
Experience
Blackman & Sloop, CPAs, P.A.   2012 - Present
PwC  2012 - 2012
Koss Olinger Financial Group   May 2009 - August 2009
Watson Realty Corp.  May 2008 - August 2008

Skills
Accounting, Microsoft Excel, Financial Modeling, Tax, PowerPoint, Financial Accounting, Microsoft Word, Microsoft Office, Finance, GoSystems, Lotus Notes, Outlook, RPM, Morningstar, CCH ProSystem fx, CPA

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2010 — 2011
Masters, Accounting

Colgate University   2006 — 2010
B.A., Economics and Philosophy

Renee Lynch Renee Lynch Gainesville, Florida Area Details
Renee Lynch's Koss Olinger Financial Group Experience June 2007 - March 2011
Job Human Resources Assistant at Haven Hospice
Industry Hospital & Health Care
Experience
Haven Hospice  June 2011 - Present
Koss Olinger Financial Group   June 2007 - March 2011
Weichert Realtors, Apex Realty   February 2006 - June 2007
The CSI Companies  January 2005 - February 2006
Central Property Management   June 2003 - November 2004
SunState Federal Credit Union  January 2003 - May 2003

Skills
Association for..., Employee Relations, Healthcare, Customer Service, Employee Benefits, Recruiting, Human Resources, Team Building, Payroll, Management, Coaching, Marketing, Project Planning, New Hire Orientations, Training, Data Entry

Education
Southern New Hampshire University   2013 — 2015
Sociology & Psychology, Child and Adolescent Behaviors

Santa Fe Community College   2001 — 2002
Associate of Arts, Sociology

Aaron Gilman, CFA, CFP® Aaron Gilman, CFA, CFP® Tampa, Florida Details
Aaron Gilman, CFA, CFP®'s Koss Olinger Financial Group Experience January 2008 - May 2011
Job CIO at IFP and President at IFP Wealth Management
Industry Financial Services
Experience
IFP Wealth Management   October 2014 - Present
Independent Financial Partners (IFP)   May 2011 - Present
Koss Olinger Financial Group   January 2008 - May 2011

Skills
Investments, Portfolio Management, Retirement Planning, Investment Advisory, Finance, Wealth Management, Series 7, Asset Management, Mutual Funds, Securities, Investment Strategies, Financial Advisory, Financial Planning, Asset Allocation

Education
University of Florida - Warrington College of Business Administration   2004 — 2008
BA, Finance, Real Estate

Luke Nicholas Luke Nicholas Sarasota, Florida Area Details
Luke Nicholas's Koss Olinger Financial Group Experience December 2011 - May 2013
Job Research Analyst at Allegiant Private Advisors
Industry Investment Management
Experience
Allegiant Private Advisors   June 2013 - Present
Kerkering Barberio Financial Services   June 2013 - Present
Koss Olinger Financial Group   December 2011 - May 2013
Mediafly, Inc. (Mediafly.com)   June 2012 - August 2012

Skills
Microsoft Excel, Microsoft Office, Financial Modeling, Financial Analysis, Morningstar, Microsoft Word, PowerPoint, Equities, Time Management, Customer Service, Financial Statement..., Economics, Equity Research, Critical Thinking, Investment Management, Fixed Income Analysis, Customer Relations, Excel, Pivot Tables, Bloomberg Terminal, Finance

Education
University of Florida   2009 — 2013
Bachelor of Science (B.S.), Finance

Sandra Carlton Sandra Carlton Gainesville, Florida Details
Sandra Carlton's Koss Olinger Financial Group Experience September 2003 - January 2014
Job Corporate Scheduler at Koss Olinger
Industry Financial Services
Experience
Koss Olinger   September 2003 - Present
Koss Olinger Financial Group   September 2003 - January 2014
Burdines  2001 - 2003
Alltel Wireless  January 1997 - June 2001
United States Air Force  February 1981 - November 1988

Skills
Highly detail oriented, Great Motivator, Enthusiastic..., Black Belt, Fitness Training, Customer Service, Management, Sales, Finance, Employee Benefits, Financial Analysis, Microsoft Excel, Insurance, Fixed Annuities, Timely Decision Making, Event Management, Positive Personality, Outlook, Fundraising, Public Speaking

Education
St. Petersburg College   1976 — 1979
Associate of Science (A.S.), Health and Physical Education/Fitness

Benjamin Doty, CFA Benjamin Doty, CFA Gainesville, Florida Area Details
Benjamin Doty, CFA's Koss Olinger Financial Group Experience July 2011 - Present
Job Sr. Investment Director
Industry Investment Management
Experience
Koss Olinger Financial Group   July 2011 - Present
Galliard Capital Management  December 2010 - July 2011
University of St. Thomas  August 2010 - December 2010
University of Minnesota  August 2007 - August 2010
Greater Bay Bank  July 2004 - July 2007
Stamper Capital & Investments, Inc.   January 2003 - July 2004
Nortel Networks  June 2001 - July 2002
First Union  June 2000 - August 2000
Habitat for Humanity International  January 1998 - July 1999

Skills
Finance, Portfolio Management, Financial Modeling, Investments, Microsoft Office, Research, Asset Allocation, Economics, Recruiting, Fixed Income, Equities, Financial Analysis, Human Resources, Asset Management, Editing, Microsoft Excel, Analysis, Bloomberg, PowerPoint

Education
University of Georgia - Terry College of Business   1999 — 2001
Master of Business Administration (M.B.A.)

The University of Georgia   1994 — 1997
Bachelor of Arts (B.A.), Economics

Shane Payne Shane Payne New York, New York Details
Shane Payne's Koss Olinger Financial Group Experience March 2010 - August 2010
Job Analyst at RCS Capital
Industry Financial Services
Experience
RCS Capital Corporation  December 2013 - Present
Deutsche Bank  July 2012 - November 2013
Royal Bank of Scotland  June 2011 - September 2011
Koss-Olinger Financial Group  March 2010 - August 2010

Education
University of Florida - Warrington College Of Business   2007 — 2012
Bachelor of Science (B.S.), Finance

London School of Economics and Political Science   2010 — 2011
Finance, Management

Yuan Lin Yuan Lin Jacksonville, Florida Area Details
Yuan Lin's Koss Olinger Financial Group Experience April 2013 - December 2013
Job Analyst, LDCM
Industry Investment Banking
Experience
Deutsche Bank  June 2015 - Present
Deutsche Bank  April 2014 - May 2015
Koss Olinger Financial Group   April 2013 - December 2013

Education
University of Florida
Bachelor's degree

Christopher Lunskis Christopher Lunskis Tampa, Florida Details
Christopher Lunskis's Koss Olinger Financial Group Experience May 2012 - April 2013
Job Microsoft Dynamics AX Consultant at Tribridge
Industry Information Technology and Services
Experience
Tribridge  May 2013 - Present
Koss Olinger Financial Group   May 2012 - April 2013

Skills
Microsoft Excel, Financial Modeling, Microsoft Office, Microsoft Word, Financial Analysis, PowerPoint, Corporate Finance, Valuation, Social Media, Data Analysis, Teamwork, Management Reporter, Microsoft Dynamics ERP

Education
University of Florida - Warrington College Of Business   2009 — 2013
BSBA, Finance, Information Systems Management

H.B. Plant High School   2005 — 2009

Charles Anchors, Jr. Charles Anchors, Jr. Gainesville, Florida Area Details
Charles Anchors, Jr.'s Koss Olinger Financial Group Experience 2003 - 2006
Job Assistant Vice President
Industry Hospital & Health Care
Experience
North Florida Regional Medical Center  2012 - 2015
Shands Homecare/ElderCare of Alachua County/Shands Home Health Services of Jacksonville   2010 - 2012
Koss-Olinger Financial Group  2003 - 2006
American Express Financial Advisors  2002 - 2003
Travel Country Outdoors  2001 - 2002
Paragon Capital Markets   1999 - 2001
Barber & Bronson   1990 - 1998

Skills
Strategic Financial..., Budgets, Accounting, Insurance, Financial Reporting, Forecasting, Customer Service, Securities, Finance, Equities, Research, Bonds, Human Resources, Pricing, Profit, Analysis, Management, Team Building, Program Management, Contract Negotiation, Customer Satisfaction, Leadership, Accounts Payable, Strategic Planning, Marketing, Financial Analysis, Policy, Process Improvement, Nonprofits, Business Planning, Executive Management, Healthcare, Microsoft Word, Mergers & Acquisitions, Contract Management, Financial Services, Cash Management, Employee Benefits, Payroll, Risk Management, Auditing, Negotiation, Investments, Microsoft Excel, Treasury Management, Corporate Finance, Financial Modeling, Small Business, PowerPoint, Portfolio Management

Education
University of Florida   2013 — 2015
Master of Business Administration (MBA)

Grove City College   1986 — 1990
BA, Accounting

Central Catholic   1982 — 1986

Staci Shorten Staci Shorten Gainesville, Florida Area Details
Staci Shorten's Koss Olinger Financial Group Experience September 1995 - March 2000
Job Budget Analyst
Industry Government Administration
Experience
Department of Veterans Affairs  January 2012 - Present
Deloitte Consulting  June 2008 - October 2011
National Association of Investors, Corp.   January 1998 - September 2011
Pack 202, Alachua District, Boy Scouts of America   January 2010 - August 2011
BearingPoint Inc  March 2007 - May 2008
BearingPoint Inc  August 2003 - February 2007
BearingPoint Inc  March 2000 - July 2003
Santa Fe Community College  June 2000 - January 2001
Koss-Olinger Financial Group  September 1995 - March 2000
Wesleyan College  August 1993 - August 1995

Skills
Program Management, Change Management, Managerial Finance, Strategy, ERP, ITIL, Accounting, Human Resources, DoD, Management Consulting, Business Transformation, Strategic Planning, Resource Management, Financial Reporting, Portfolio Management, User Acceptance Testing, Business Process

Education
University of Florida   1998 — 1999
MBA, Management

Wesleyan College   1991 — 1995
BA, Business Administration

Adam Varnedoe Adam Varnedoe Gainesville, Florida Area Details
Adam Varnedoe's Koss Olinger Financial Group Experience March 2013 - Present
Job Client Relations Director at Koss Olinger Financial Group
Industry Financial Services
Experience
Koss Olinger Financial Group   March 2013 - Present
Fidelity Investments  October 2010 - June 2011

Skills
Portfolio Management, Investments, Mutual Funds, Strategic Financial..., Fixed Income, Financial Analysis, Financial Modeling, Financial Services, Insurance, Series 63, Trading, Microsoft Excel, Credit, Banking, Corporate Finance, Loans, Fixed Annuities, Asset Managment, Cash Management, Finance, Time Management, Series 7, Wealth Management...

Education
University of South Florida   2008 — 2010
Bachelor, Finance

University of South Florida
Bachelor of Science, Finance

Santa Fe Community College
A.A, Business Administration

Santa Fe Community College
A.A.S, Building Construction

Gainesville High School

Matthew Donnantuoni Matthew Donnantuoni Tampa/St. Petersburg, Florida Area Details
Matthew Donnantuoni's Koss Olinger Financial Group Experience 2010 - 2010
Job Portfolio Manager at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank  October 2012 - Present
GE Capital  2012 - 2012
University of Florida Student Government Productions   2010 - 2011
UBS Financial Services  2010 - 2010
Koss Olinger Financial Group   2010 - 2010
AlliKriste Fine Cabinetry   2009 - 2009

Skills
Wealth Management, Portfolio Management, Finance, Microsoft Excel, Microsoft Office, Financial Analysis, Investments, Risk Management, Credit Analysis, Financial Advisory, Private Banking, Marketing, Microsoft Word, Advertising, Options, Options Strategies, Investment Strategies, Investment Management

Education
University of Florida   2011 — 2012
Master of Arts (M.A.), International Business

University of New South Wales   2012 — 2012
Master of Arts, International Business (MAIB)

University of Florida   2007 — 2011
Bachelor of Science, Advertising