Mackey Advisors

Description

Address: 601 Fairfield Ave, Bellevue, KY 41073 Hours: Closed ⋅ Opens 8AM Mon SaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (859) 331-7755: : : : Website: : : Category: Place name: Website: http://www.mackeyadvisors.com/ Category: Accountant 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. Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Mackey Advisors Posting publicly on the Web Write a review Reviews Be the first to review

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Mackey Advisors Employees

Employee
Years
Job
Industry
Diana Schowalter, CMA, MBA Diana Schowalter, CMA, MBA Cincinnati Area Details
Diana Schowalter, CMA, MBA's Mackey Advisors Experience 2008 - 2009
Job Financial Executive of Privatelyowned businesses Controller at Human Resource Profile, Inc.
Industry Human Resources
Experience
HRProfile, Inc.   February 2009 - Present
Mackey Advisors   2008 - 2009
DMinSite  2005 - 2008
Alliance Research  1991 - 2005
Catalina Marketing Research Solutions  1991 - 2005
Canterbury Holdings   January 1993 - June 2003
AVN Communications   1985 - 1991
Duro   1979 - 1985

Skills
Forecasting, Strategic Planning, Internal Controls, Leadership, Cash Flow, Payroll, Finance, Budgets, Accounting, Cost Accounting, Strategy, Financial Reporting, Microsoft Excel, Process Improvement, QuickBooks, Variance Analysis, Management, Peachtree, Restructuring, Collaborative Problem..., Auditing, Mergers & Acquisitions, Managerial Finance, Great Plains Software, Hyperion Enterprise, Financial Statements, Sarbanes-Oxley Act, Leader, Employee Benefits, Human Resources, Corporate Finance, Quick Learner, Excel, Mas 90, Cash Management, Strategic Financial..., Analysis, General Ledger, Tax, Revenue Recognition, Develop and enhance..., Fast Learner, Balanced Scorecard, Performance Management, GAAP, FRx, Accounting software:..., Microsoft Office: ..., Other Software: Open..., Financial Planning

Education
Northern Kentucky University   1984 — 1989
Masters of Business Administration, Business

Northern Kentucky University   1978 — 1981
Bachelor of Science, Accounting

Gleim Certified Management Accountant   2012 — 2013
CMA Prep Course, Certified Management Accountant

Adam Reynolds Adam Reynolds Newport, Kentucky Details
Adam Reynolds's Mackey Advisors Experience November 2012 - Present
Job Business Intelligence Consultant at Mackey Advisors
Industry Financial Services
Experience
Mackey Advisors   November 2012 - Present
Tau Kappa Epsilon Fraternity  January 2013 - December 2013
Tau Kappa Epsilon Fraternity  January 2012 - December 2012
Tau Kappa Epsilon Fraternity  January 2011 - December 2011

Skills
Bookkeeping, Tax Preparation, QuickBooks, Corporate Tax, Accounting, Microsoft Excel, Financial Analysis, Part-Time CFO Services, Controllership Functions, KPI Reports, KPI implementation, KPI Dashboards, Corporate Tax Planning, Personal Tax Planning, Sales Tax, Business Relationship..., ProSeries, Process Improvement, Accounts Receivable, Project Management, Pricing, Microsoft Office

Education
Northern Kentucky University   2010 — 2014
Bachelor of Science (B.S.), Cum Laude, Accouting, 3.7

Sarah Grace Mohr Sarah Grace Mohr Cincinnati Area Details
Sarah Grace Mohr's Mackey Advisors Experience December 2009 - Present
Job Operations and Communications Director | Design Geek | 2nd Gen Entrepreneur
Industry Financial Services
Experience
Mackey Advisors   December 2009 - Present
Wolnitzek Architects   2006 - 2007
The Advisory Team, LLC.   2004 - 2007

Skills
Customer Service, Graphic Design, Interior Design, Brand Management, Project Management, Project Planning, Event Management, Corporate Events, Marketing Event Planning, Client Development, Operations Management, Social Media Marketing, Facebook, Management, Marketing, Email Marketing, Marketing Strategy, Leadership

Education
Northern Kentucky University   2001 — 2014
Bachelor of Arts (B.A.) in Organizational Leadership, Organizational Leadership / Marketing / Theater

University of Cincinnati   2004 — 2007
Interior Design

Melinda (Jackson) Exterkamp Melinda (Jackson) Exterkamp Cincinnati Area Details
Melinda (Jackson) Exterkamp's Mackey Advisors Experience May 2012 - August 2013
Job Director of BSA Operations at First Financial Bank
Industry Financial Services
Experience
First Financial Bank  February 2015 - Present
First Financial Bank  August 2013 - Present
Mackey Advisors   May 2012 - August 2013
The Bank of Kentucky  November 2004 - May 2012

Skills
Training, Leadership, Management, Recruiting, Staff Development, Finance, Customer Service, Marketing, Sales, Project Management, Time Management, Team Building

Education
Northern Kentucky University   2011 — 2014
Master of Business Administration (MBA), Finance, General, GPA 4.0

University of Kentucky   1999 — 2003
BA, Sociology, Spanish

Kelli Moquin Kelli Moquin Cincinnati Area Details
Kelli Moquin's Mackey Advisors Experience July 2012 - December 2012
Job Program Manager at University of Cincinnati Cancer & Cell Biology Graduate Program
Industry Education Management
Experience
University of Cincinnati  2012 - Present
Mackey Advisors   July 2012 - December 2012
Counts Drug Company   January 2010 - August 2011
CMC Golf, Inc./Simba USA   September 2007 - January 2010
Palm Harbor Homes  April 1997 - June 2007

Skills
Customer Service, Advertising, Employee Relations, Customer Satisfaction, Retail, Full P&L Responsibility, Change Management, Operations Management, Retail Management, Manufacturing..., Accounts Payable, Accounts Receivable, Leadership Development, Training, Sales Management, Management, Process Improvement, Team Building, Income Statement, Strategic Planning, Supervisory Skills, Inventory Management, Recruiting, Sales Operations, P&L Management, Hiring, Sourcing, Budgets, Team Leadership, Analysis, Human Resources, Employee Training, Leadership, Administration, Store Management, Coaching, Process Scheduler, P&L

Education
Maysville Community College
Associate's degree

Morehead State University

Janet Neidhard Janet Neidhard Cincinnati Area Details
Janet Neidhard's Mackey Advisors Experience April 2014 - April 2015
Job CFO and Vice President of Administration at The Children's Home of Cincinnati
Industry Financial Services
Experience
The Children's Home of Cincinnati  April 2015 - Present
Mackey Advisors   April 2014 - April 2015
Insight CFO   April 2010 - April 2014
Interbrand Design Forum  April 2012 - January 2014
FirstGroup America  August 2008 - August 2009
Landor Associates  September 1999 - May 2008
North Star Navigators   January 1996 - September 1999
Cincinnati Bell Inc.  April 1984 - December 1995
Coopers & Lybrand  September 1980 - March 1984

Skills
Budgets, Planning and forecasting, Executive Financial..., Accounting, Internal Controls, Financial Reporting, Cash Management, Mergers & Acquisitions, Analysis, Leadership, Sarbanes-Oxley Act, Strategy, Project Planning, Team Building, Finance, Process Improvement, Banking, Internal Audit, Corporate Finance

Education
University of Cincinnati College of Business   1977 — 1981
BBA, Accounting

Ursuline Academy

Natalie Linstruth Natalie Linstruth Cincinnati Area Details
Natalie Linstruth's Mackey Advisors Experience August 2006 - Present
Job Senior Accountant at Mackey Advisors
Industry Accounting
Experience
Mackey Advisors   August 2006 - Present
Mountjoy & Bressler, LLP   January 1999 - July 2006

Skills
Financial Accounting, General Ledger, Financial Reporting, Accounting, Internal Controls, QuickBooks, Financial Analysis, Journal Entries, Auditing

Education
University of Kentucky   1994 — 1998

Mackey McNeill, CPA, PFS, IAR, CGMA Mackey McNeill, CPA, PFS, IAR, CGMA Cincinnati Area Details
Mackey McNeill, CPA, PFS, IAR, CGMA's Mackey Advisors Experience January 1982 - Present
Job Passionate about bringing prosperity to life, Living my dreams at home and at work
Industry Financial Services
Experience
Mackey Advisors   January 1982 - Present

Skills
Financial Planning, Fee Based Financial..., Certified Financial..., Financial Advisor, Financial Planner, Financial Adviser, Financial Management, Financial Advice, Business Planning, Prosperity, Wealth, Wealth Management, Peace, Strategic Financial..., Coaching, Financial Advisory, Strategy, Entrepreneurship, Public Speaking, Financial Planners, Tax, Leadership, Small Business, Strategic Planning, Managerial Finance, Investments, Leadership Development, Financial Analysis, Management, Executive Coaching, Finance, Executive Management, Team Building, Financial Services, Start-ups, Insurance, Project Planning, Management Consulting, Mergers & Acquisitions, Accounting, Business, Consulting, Business Coaching

Education
The University of Georgia   1973 — 1977
BBA, Accounting

Tina Kirk Tina Kirk Cincinnati Area Details
Tina Kirk's Mackey Advisors Experience October 2011 - December 2011
Job Operations Manager at First Transit
Industry Transportation/Trucking/Railroad
Experience
First Transit  June 2015 - Present
First Transit  April 2014 - May 2015
First Group  April 2012 - April 2014
Mackey Advisors   October 2011 - December 2011
Self employed  July 1996 - January 2006
Center for Governmental Services   January 1996 - January 1998
The White House, Office of Management and Budget  January 1994 - January 1996
Allegheny General Hospital  May 1994 - August 1994

Skills
Policy, Public Policy, Recruiting, Strategic Planning, Leadership, Training, Public Speaking, Social Media, Teaching, Community Outreach, Process Improvement, Research, Coaching, Healthcare, Data Analysis, Analysis, Customer Service, Microsoft Excel, Budgets, Nonprofits, Auditing, Event Planning, Accounting, Financial Analysis, Microsoft Word, PowerPoint, Outlook, Microsoft Office

Education
Northern Kentucky University   2009 — 2010
Master of Accountancy, Accounting

Carnegie Mellon University   1992 — 1994
MS, Public Managemen and Policy

University of Oregon   1987 — 1991
Bachelor of Arts, Planning; Public Policy, and Management

Andy Pulsfort Andy Pulsfort Cincinnati Area Details
Andy Pulsfort's Mackey Advisors Experience December 2005 - Present
Job Experienced Wealth Advocate @ Mackey Advisors (you know us a Financial Advisors)
Industry Financial Services
Experience
Mackey Advisors   December 2005 - Present
Sagemark Consulting  January 2004 - December 2005
Lincoln Financial Advisors  January 2004 - December 2005

Skills
Investments, Estate Planning, Retirement Planning, Retirement, Finance, Mutual Funds, 401k, Strategic Financial..., Financial Analysis, Small Business, Credit, Insurance, Public Speaking, Financial Planners, Customer Service, Securities, Commercial Lending, Project Management, Banking, Risk Management

Education
University of Dayton   2002 — 2003
Bachelor of Science, Finance, Economics, Business Administration

Thomas More College   1999 — 2002
N/A, General Studies

Claire Nielsen, CPA Claire Nielsen, CPA Boston, Massachusetts Details
Claire Nielsen, CPA's Mackey Advisors Experience May 2009 - August 2009
Job Senior Auditor at Grant Thornton LLP
Industry Management Consulting
Experience
Grant Thornton LLP  January 2013 - Present
Deloitte & Touche  September 2010 - January 2013
Waite, Locey & Associates   November 2009 - August 2010
Xavier University  May 2007 - December 2009
Mackey Advisors   May 2009 - August 2009

Education
Xavier University   2006 — 2010
Bachelor of Science (BS), Accounting

Saint Louis University   2008 — 2008
Spanish Language and Literature