Koss Olinger Financial Group
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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