Mariner Wealth Advisors
Address: 1500 Broadway, New York, NY 10036 Phone: (212) 869-5900: Category: : : : : : Place name: Website: Hours: Website: http://nyc.marinerwealthadvisors.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.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Mariner Wealth Advisors Posting publicly on the Web Write a review Reviews Be the first to review
Mariner Wealth Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Mariner Wealth Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Mariner Wealth Advisors Employees
Vantage Investment Advisors, LLC 2015 - Present
Mariner Wealth Advisors 2014 - Present
FirstPoint Financial 2014 - Present
Renaissance Financial 2013 - 2014
Payless ShoeSource 2011 - 2013
University of Kansas 2008 - 2010
Peoples Bank 2004 - 2008
U.S. Bank 2003 - 2004
Sallie Mae 1997 - 2002
Mid-States Financial Services, Inc. 1991 - 1997
Education
University of Kansas - Graduate School of Business 2008 — 2010
Master of Business Administration (M.B.A.), Business Administration; Corporate Finance
University of Kansas 1998 — 2002
Bachelor's Degree, Business; Finance and International Business
Mariner Wealth Advisors June 2014 - Present
Education
University of Central Missouri 1992 — 1996
Mariner Wealth Advisors May 2014 - Present
HedgeAssist, Alpha Alternatives & Coronado Investments March 2014 - May 2014
Cohn Restaurant Group February 2013 - October 2013
Playa Grill and Margarita Bar / Rimels Rotisserie January 2011 - January 2013
UC Davis June 2009 - January 2011
Valley Center High School September 2005 - June 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Cash Flow Analysis, Comparative Company..., Variance Analysis, Highly Detailed, Time Management, Challenge Driven, Customer Service, Written & Verbal..., Hospitality, Food Service, Restaurants, Food & Beverage, Leadership
Education
San Diego State University-California State University 2011 — 2013
Bachelor of Science (BS), Business Administration, Finance, General
University of California, Davis 2009 — 2011
Bachelor of Arts (B.A.), Communication, General
Crestwood Midstream Partners LP July 2013 - Present
Energy Management Resources December 2010 - July 2013
Energy Management Resources December 2010 - April 2011
Mariner Wealth Advisors February 2010 - September 2010
Skills
Natural Gas, Commodity Markets, Electricity Markets, Energy Management, Forecasting, Risk Management, Trading, Hedging, Energy, Electricity, Gas, Nominations, Commodity, Negotiation, Market Research, Market Analysis, Auditing, Invoice Processing, Invoice Verification, Microsoft Excel, Strategic Planning, Oil & Gas Industry, Gas Pipelines, Financial Analysis, Financial Reporting, Strategic Financial..., Energy Industry, Energy Audits, Energy Markets, Analysis, Financial Modeling, Salesforce.com, Supply, Strategy, Propane, Butane, Logistics, Logistics Management, Natural Gas Pipeline..., Natural Gas Pipeline..., Propane Sales, Supply Chain Management, Supply Management, Supply Chain..., Product Optimization
Education
The University of Kansas 2004 — 2009
BA, Economics, Business
Mariner Wealth Advisors January 2013 - Present
Adams Hall Wealth Advisors, LLC January 2011 - December 2012
Adams Hall Asset Management, LLC March 2007 - January 2011
Adams Hall Asset Management, LLC May 2005 - March 2007
Adams Hall Asset Management, LLC June 2004 - May 2005
Education
University of Oklahoma - Price College of Business 2000 — 2004
Mariner Wealth Advisors January 2014 - Present
Bessemer Trust February 2004 - January 2014
WTAS July 2002 - February 2004
Andersen LLP October 2000 - July 2002
Skills
High Net Worth..., Income Tax, Tax Advisory, Tax Returns
Education
Seton Hall University 2004 — 2006
Master of Science (M.S.), Taxation
Marist College 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Mariner Wealth Advisors November 2011 - Present
Fidelity Investments April 1992 - November 2011
American Express September 1990 - April 1992
Skills
Leadership, Business Development, Practice Management, Acquisitions, Risk Management, Strategic Planning, Financial Services, Management Consulting, Project Management, Team Building, Operations Management, Talent Acquisition, FINRA Series 7, 9, 10...
Education
University of Massachusetts, Amherst 1986 — 1990
BA, English
Mariner Wealth Advisors June 2015 - Present
Mariner Wealth Advisors October 2013 - April 2015
Capitol Federal Savings Bank October 2011 - October 2013
Skills
Problem Solving, Deductive Reasoning, Account Management, Financial Services, Microsoft Office, Outlook, Salesforce.com, Investments, Customer Service, Mutual Funds, Microsoft Excel, Financial Planning, Leadership
Education
The University of Kansas 2006 — 2010
Bachelor of Arts (B.A.), Psychology, Applied Behavioral Sciences
Mariner Wealth Advisors December 2014 - Present
The ELS Group January 2010 - December 2014
Morgan Stanley April 2005 - January 2009
Skills
Investments
Education
Boston College - Carroll School of Management 1997 — 2001
Briarcliff high school 1993 — 1997
Mariner Wealth Advisors July 2014 - Present
Fidelity Institutional Wealth Services April 2003 - July 2014
Bainco International Investors February 2001 - April 2003
Fidelity Investments December 1995 - February 2001
Skills
Series 7, Investments, Financial Services, Fixed Income, Relationship Management, Series 63, Awesomeness, Equities, Financial Advisory, Wealth Management, Strategy, Mutual Funds, Business Planning, Asset Allocation, Alternative Investments, Series 6, Finance, FINRA
Education
Isenberg School of Management, UMass Amherst 1991 — 1996
BBA, Marketing
Kansas State University June 2014 - Present
Kansas State University January 2014 - Present
Mariner Wealth Advisors June 2015 - August 2015
Kansas State University April 2013 - June 2013
Kansas State University April 2012 - June 2012
Skills
Customer Service, Microsoft Word, Public Speaking, Microsoft Excel, Photoshop, PowerPoint, Access, Time Management, Problem Solving, Communication, Organization, Event Planning, Research, InDesign
Education
Kansas State University 2011 — 2016
Personal Financial Planning, Senior
Mariner Wealth Advisors Financial Operations / TraderMariner HoldingsAugust 2011 - June 2013
State Street July 2008 - August 2011
Skills
Financial Analysis, Financial Reporting, Risk Management, Mutual Funds, Investments, Accounting, Financial Modeling, Asset Management, Portfolio Management, Strategic Financial...
Education
University of Kansas 2004 — 2008
Bachelor of Science, Finance
Mariner Wealth Advisors March 2014 - Present
JPMorgan Chase 2010 - 2014
Don P. Quint & Associates 2008 - 2010
Creative Financial Strategies 2006 - 2008
Skills
Wealth Management...
Education
Oklahoma State University
Master's Degree, Family Financial Planning, 4.0
Oklahoma State University
Bachelor's Degree, Marketing, 3.97
Pinnacle Consulting Group July 2012 - Present
Mariner Wealth Advisors May 2011 - July 2012
Classic Cup April 2006 - May 2011
Skills
Microsoft Excel, Investments, Strategic Planning, Microsoft Office, Financial Analysis, Technical Writing, PowerPoint, Salesforce.com, Customer Service, Risk Management, Microsoft Word, Insurance, Project Management, Budgets, Healthcare, Process Improvement, Sales, Business Development
Education
University of Missouri-Kansas City 2006 — 2010
B.A. Chemistry, Chemistry
south
Mariner Wealth Advisors August 2012 - Present
HSMC Wealth Management November 2001 - August 2012
Edward Jones July 1996 - October 2001
Bureau of National Affairs March 1992 - July 1996
CCH Computax July 1982 - October 1986
Skills
Retirement Planning, Investments, Strategic Financial..., Mutual Funds, Client service, Wealth Management, Portfolio Management, Estate Planning, Asset Allocation, Wealth, Client Services, Small Business, Financial Services
Education
University of Iowa 1975 — 1979
BBA, Accounting
Muscatine High School
Country Club Trust Company November 2012 - Present
Mariner Wealth Advisors December 2010 - November 2012
Skills
Estate Planning
Education
University of Kansas School of Law 2000 — 2003
Doctor of Law (J.D.)
University of Notre Dame 1996 — 2000
Bachelor of Business Administration, Marketing
Burlington High School
Mariner Wealth Advisors September 2014 - Present
Summit Strategies Group March 2001 - August 2014
Teachers Retirement System of the State of Ilinois October 1998 - January 2001
Public School Retirement System of Missouri February 1995 - September 1998
Missouri State Employees' Retirement System November 1993 - January 1995
Missouri Public Service Commission April 1991 - October 1993
Central Bank June 1987 - June 1990
Education
University of Missouri-Columbia 1988 — 1990
MBA, Finance
Westminster College (MO) 1983 — 1987
BA, Business Administration and Economics
Mariner Wealth Advisors July 2014 - Present
US Bank December 2009 - July 2014
Blue Ridge Bank and Trust Co. May 2006 - December 2009
Commerce Bank May 2000 - May 2006
Skills
Wealth Management, Strategic Financial..., Investment Management, Financial Services, Insurance, IRAs, Trust Services
Education
Baker University 1996 — 2000
Business Management
UBS Investment Bank July 2015 - Present
UBS Investment Bank June 2014 - August 2014
Mariner Wealth Advisors June 2013 - August 2013
Skills
Customer Service, Microsoft Office, Social Media, Finance, Accounting, Spanish, Microsoft Excel
Education
University of Kansas 2011 — 2015
Bachelors, Finance and Accounting
Shawnee Mission East High School 2007 — 2011
Pinnacle Consulting Group October 2011 - Present
United Way of Greater Kansas City August 2011 - October 2011
Mariner Wealth Advisors May 2010 - August 2010
Skills
Event Planning, Marketing Strategy, Public Speaking, Campaign Managment, Marketing Analytics, Services Marketing, Marketing, CRM, Management, Market Research, Direct Marketing, Marketing Communications, Insurance, Account Management, Brand Development, Event Management, Fundraising, Salesforce.com
Education
Pittsburg State University 2006 — 2011
Bachelor of Business Administration, Marketing
Mariner Wealth Advisors October 2015 - Present
Don P. Quint & Associates February 2013 - October 2015
Education
Texas Tech University 2008 — 2012
Bachelor of Science (B.S.), Personal Financial Planning
Mariner Wealth Advisors August 2014 - Present
Mariner Wealth Advisors December 2013 - Present
Cornerstone Investment Consulting February 2009 - November 2013
Wells Fargo Advisors December 2008 - January 2009
Wachovia Securities October 2007 - December 2008
AG Edwards & Sons, Inc September 2005 - October 2007
Broadcom December 1998 - November 2003
DataWorks April 1998 - December 1998
Gamma-Metrics November 1996 - April 1998
Skills
Strategic Financial..., Investments, Retirement Planning, Asset Allocation, Portfolio Management, Asset Managment, Alternative Investments, Banking, Asset Management, Financial Planning, Business Process..., Enterprise Systems...
Education
University of California, San Diego 1987 — 1992
Bachelor of Science
Mariner Wealth Advisors January 2013 - Present
Adams Hall Wealth Advisors, LLC 1997 - December 2012
Education
Northeastern State University
Financial Planning and Services
GotSoccer January 2012 - Present
Genesis Group January 2008 - January 2012
Mariner Wealth Advisors 2006 - 2008
US Bank 2004 - 2005
Skills
Marketing, New Business Development, Marketing Communications, Advertising, Event Planning, Strategic Planning
Education
The University of Kansas 2000 — 2004
B.G.S., Major: Psychology; Minor: Sociology
Focus Planning Group, LLC July 2012 - Present
Dowling College Alumni Network August 2013 - Present
Mariner Wealth Advisors January 2011 - June 2012
CBIZ February 2006 - December 2010
JPMorgan Chase January 2005 - January 2006
Focus Planning Group, LLC January 2003 - December 2005
The Guardian Life Insurance Company of America January 1998 - December 2002
Skills
Certified Financial..., Investment Advisory, Investment Strategies, Investment Management, Life Insurance, Disability Insurance, Long-term Care, Asset Allocation, Accredited Asset..., Personal Financial..., Retirement Planning, Qualified Retirement..., Tactical Asset..., Modern Portfolio Theory, Alternative Investments, Strategic Financial..., Series 7, Series 63, Series 65, Life & Health Insurance..., Estate Planning, College Education..., 529 Plans, Employee Benefits, 401k Plans, 401k Rollovers, Private Equity, Hedge Funds, 401k, Wealth Management, Financial Advisory, Investments, Wealth, Securities, Financial Services, Insurance, High Net Worth..., Finance, Retirement, Equities, Personal Finance, Mutual Funds, FINRA, Wealth Management...
Education
Dowling College 1995 — 2000
Bachelor of Business Administration (BBA), Finance, General
Patchogue-Medford High School 1993 — 1995
High School
Mariner Wealth Advisors January 2015 - Present
Massey Quick & Co., LLC September 2014 - December 2014
Asset Planning Services, Ltd. May 2014 - August 2014
Mid Atlantic Resource Group November 2013 - May 2014
Global Financial Services May 2013 - May 2014
Education
William Paterson University of New Jersey 2012 — 2014
Bachelor of Science, Financial Planning & Business Management
Union County College 2009 — 2012
Mariner Wealth Advisors October 2014 - Present
Mariner Wealth Advisors April 2013 - October 2014
Mariner Wealth Advisors April 2012 - April 2013
HK Financial Inc March 2011 - April 2012
Lamia Financial Group, LLC 2009 - March 2011
Yeske Buie 2008 - 2009
Skills
Personal Financial..., Certified Financial..., Wealth Management, Wealth Management..., Financial Advisory, Investment Advisory..., Investment Advisory, Multi-generational...
Education
University of San Francisco 2007 — 2009
BS, Finance
California Lutheran University
Mariner Wealth Advisors May 2009 - Present
O'Renick Companies / Resources Investment Advisors June 1998 - April 2009
Education
Georgia State University 1993 — 1996
MBA, Finance
University of Georgia - Terry College of Business 1986 — 1988
Allstate Financial Services, LLC August 2015 - Present
Ivy Funds March 2015 - July 2015
Mariner Wealth Advisors February 2014 - February 2015
Summit Pointe Financial Group August 2010 - February 2014
HighPointe Financial Group February 2009 - June 2010
Chrysler Financial 2006 - 2008
Skills
Series 65, Series 6, Series 63, Life & Health Insurance..., Series 7
Education
Pittsburg State University 2008 — 2008
MBA, Masters
Pittsburg State University 1999 — 2003
CIS, Finance
Liberal High School 1995 — 1999
High School Diploma
Beaver, OK
D'Arcy Capital Management March 2011 - Present
Mariner Wealth Advisors January 2011 - February 2011
CBIZ Wealth Management February 2008 - December 2010
CBIZ MHM, LLC September 2006 - April 2007
CBIZ MHM, LLC September 2004 - September 2006
Skills
Strategic Financial...
Education
University of San Diego 2004 — 2005
Masters, Accounting and Financial Management
University of San Diego 2000 — 2004
Bachelor, Accounting
Mariner Wealth Advisors November 2014 - Present
CBIZ Life Insurance Solutions, Inc November 2012 - October 2014
CBIZ Special Risk Insurance Services, Inc. March 2011 - November 2012
CBIZ Special Risk January 2007 - March 2011
Cooperative Development Services February 2004 - August 2006
Minnesota Department of Agriculture January 2002 - June 2003
Education
University of Minnesota-Twin Cities 1998 — 2003
B.S., Agricultural and Food Business Management/Marketing
Clayton Homes June 2014 - Present
Lawler Wood Housing, LLC July 2012 - June 2014
Block Real Estate Services, LLC October 2011 - March 2012
Mariner Wealth Advisors January 2010 - April 2011
Carlyle & Associates March 2007 - October 2009
Skills
Accounting, Customer Service, Financial Analysis, Financial Reporting, General Ledger, Microsoft Excel, Tax, Financial Statements, Leadership
Education
Maple Woods Community CollegeKansas
Associates Degree
Park University
Bachelors of Arts, Business
Mariner Wealth Advisors January 2015 - Present
Raines & Fischer, LLP March 2014 - January 2015
TheSchoolPhilly.com August 2010 - December 2014
Johnson & Johnson June 2012 - January 2013
Skills
Accounting, Financial Reporting
Education
Penn State University 2009 — 2013
Bachelors, Accounting
Hutensky Capital Partners December 2012 - March 2013
Chatsworth Securities October 2010 - December 2012
Mariner Wealth Advisors June 2008 - August 2008
Skills
Financial Modeling, Private Equity, Financial Analysis, Investment Banking, Real Estate Private..., International Shipping
Education
Westminster College (MO) 2004 — 2008
Bachelor of Arts, Business Administration, English
Iona College 2009 — 2011
Masters of Business Administration, Finance
Universidad Antonio de Nebrija 2007 — 2007
Spanish Culture
Mariner Wealth Advisors November 2012 - Present
Education
Oklahoma State University 2008 — 2009
M.S., Accounting
Mariner Wealth Advisors September 2015 - Present
Brownson, Rehmus & Foxworth April 2015 - September 2015
Capstone Financial Advisors September 2013 - April 2015
State Farm April 2013 - September 2013
State Farm Insurance December 2011 - April 2013
State Farm Insurance January 2011 - December 2011
Skills
Strategic Financial..., Wealth Management, Estate Planning, Asset Allocation, Investments, Income Tax, Integrity, Insurance, Team Leadership, Market Research, Strategy, Critical Thinking, Communication, Passion for Helping..., Financial Planning, Risk Management, Executive Compensation..., Investment Advisory..., Business Planning, Compensation Planning, Wealth Transfer, Philanthropy, Succession Planning, Family Services
Education
University of Illinois at Urbana-Champaign 2010 — 2011
Agricultural and Consumer Economics, Financial Planning, Graduated with Honors
Lincoln Land Community College 2007 — 2009
Associate's degree, Business/Commerce, General, 3.56
Lincoln Community High School 2004 — 2007
Mariner Wealth Advisors September 2010 - Present
UMB Bank March 2006 - September 2010
Bank of America 2001 - 2006
Bank of Hawaii 1995 - 2001
Education
Benedictine College 1989 — 1993
BA, Journalism/Business
Mariner Wealth Advisors June 2006 - Present
Mariner Holdings, LLC June 2006 - Present
Mariner Wealth Advisors 2007 - 2008
Deloitte & Touche 1998 - 2001
Skills
CPA, Certified Financial..., Certified Investment...
Education
Kansas State University 1997 — 1998
Masters of Accountancy
Kansas State University 1993 — 1997
Bachelor of Science (BS), Accounting
Emporia High School 1989 — 1993
Mariner Wealth Advisors, LLC January 2011 - Present
Mariner Wealth Advisors 2011 - Present
CBIZ Wealth Mgmt January 1997 - December 2010
CBIZ-Mayer Hoffman McCann P.C. 1997 - December 2010
CBIZ MHM 1997 - December 2010
CBIZ 1997 - December 2010
Mayer Hoffman Mc Cann P.C 1997 - December 2010
Nation Smith Hermes Diamond, Accountants and Consultants May 1997 - February 2005
Skills
Wealth Management, Strategic Financial..., Wealth, Certified Financial..., Financial Advisory, Retirement Planning, Estate Planning, Asset Allocation, Financial Analysis, Alternative Investments, 401k, Small Business
Education
San Diego State University-California State University 1979 — 1980
University of California, Davis 1972 — 1976
Economics
Mariner Wealth Advisors November 2014 - Present
FirstPoint Financial November 2014 - Present
Renaissance Financial January 2014 - October 2014
Edward Jones June 2013 - August 2013
Alliance Property Management, Inc May 2011 - May 2012
1-800-GOT-JUNK? May 2010 - August 2010
Baron BMW April 2009 - August 2009
Education
College for Financial Planning 2014 — 2015
AAMS
Kansas State University 2008 — 2013
Business, Finance
Olathe East High School 2006 — 2009
Mariner Wealth Advisors October 2015 - Present
Montage Investments April 2012 - October 2015
Rockhurst University July 2011 - May 2014
Enterprise Risk Strategies December 2011 - April 2012
AdamsGabbert June 2010 - November 2011
AdamsGabbert June 2010 - November 2011
University of Kansas January 2009 - June 2009
Skills
Recruiting, Sales, Leadership, Financial Analysis, Strategic Planning, Customer Service, Marketing, Data Analysis, Series 7, Series 66, Investments, Alternative Investments, Captives, Financial Risk..., Leadership Development, Long-term Customer..., Team Building, Building Relationships, International Business
Education
Rockhurst University 2011 — 2014
Master's degree, Finance, International Business
The University of Kansas 2004 — 2009
Bachelor of Arts, Psychology
Mariner Wealth Advisors March 2015 - Present
KeyCorp May 2009 - March 2015
Brown & Tedstrom, Inc. November 2001 - April 2009
Fragasso Financial Advisors September 1998 - October 2001
Skills
Wealth Management, Retirement Planning, Asset Allocation, Risk Management, Strategic Financial..., Asset Management, Estate Planning, Investment Strategies, Process Improvement, Financial Advisory, Financial Planners, Leadership, Wealth, Equities, Investment Management, Strategy, Mutual Funds, Due Diligence, Financial Analysis, Investments, Credit Analysis, Strategic Planning, Financial Planning
Education
The American College 2014 — 2015
Chartered Advisor in Philanthropy
College for Financial Planning
Certified Financial Planner Designation, September 2003
Westminster College (PA) 1993 — 1997
Bachelor's degree, Business Administration & Economics
Mariner Wealth Advisors April 2015 - Present
Alterra Bank May 2010 - March 2015
Education
University of Missouri-Columbia 1981 — 1984
Bachelor of Applied Science (BASc), Agricultural Economics
Oak Park High School
Mariner Wealth Advisors February 2015 - Present
Halbert Hargrove January 2007 - January 2015
Bessemer Trust April 2002 - October 2006
Skills
Financial Advisory, Wealth Management, Investments, Finance, Estate Planning, Asset Management
Education
The University of Chicago Booth School of Business 1995 — 1998
MBA, Finance
Georgetown University 1985 — 1989
Mariner Wealth Advisors October 2015 - Present
PNC Wealth Management April 2014 - October 2015
RegentAtlantic Capital, LLC September 2002 - September 2013
Jamison, Eaton & Wood November 2000 - September 2002
Zurich Scudder Investments August 1999 - November 2000
Skills
Financial Analysis
Education
St. Lawrence University 1995 — 1999
B.A., Economics
Kent Place School 1991 — 1995
PwC July 2013 - Present
Mariner Wealth Advisors August 2012 - December 2012
PwC June 2012 - August 2012
Mariner Wealth Advisors April 2011 - May 2012
Skills
PowerPoint, Microsoft Excel
Education
Rockhurst University 2012 — 2013
Master of Business Administration (MBA)
Rockhurst University 2010 — 2012
Accounting
Johnson County Community College 2008 — 2009
Accounting
Montage Investments January 2013 - Present
Mariner Wealth Advisors May 2006 - December 2012
A.G. Edwards January 1995 - April 2006
Skills
Investments, Portfolio Management, Due Diligence, Alternative Investments, Retirement Planning, Strategic Financial..., Estate Planning, Mutual Funds, Strategic Planning, Wealth Management, Asset Allocation, Series 7
Education
Pittsburg State University
Mariner Wealth Advisors May 2009 - Present
Wells Fargo Advisors, LLC November 2008 - May 2009
Wachovia Securities, LLC May 2007 - November 2008
A.G. Edwards & Sons, Inc. October 1992 - April 2007
Skills
Strategic Financial..., Asset Management, Financial Advisory, Wealth Management, Retirement Planning, Wealth, Asset Allocation, Series 7, ETFs, Wealth Accumulation, Investments
Education
The University of Kansas 1988 — 1991
Business Administration
Mariner Wealth Advisors January 2011 - October 2013
CBIZ September 1998 - December 2010
Education
Miami University 1997 — 1998
MA, Economics
Frostburg State University 1993 — 1997
BS, Economics
Fort Hill High School 1989 — 1993
High School Diploma, General Studies
Mariner Wealth Advisors May 2015 - Present
PURE cupcakes October 2012 - May 2015
Mariner Wealth Advisors 2015 - 2015
San Diego State University March 2014 - May 2014
Pfenex Inc August 2013 - December 2013
Education
San Diego State University-California State University 2009 — 2014
Bachelor of Science (B.S.), Finance, General, Senior
Grossmont College 2009 — 2012
Associate's degree, Business General, Graduate
PayPal September 2014 - Present
eBay Inc June 2013 - July 2015
Alliance Abroad Group (AAG) May 2012 - June 2013
Alliance Abroad Group (AAG) February 2011 - May 2012
Alliance Abroad Group (AAG) February 2010 - February 2011
Mariner Wealth Advisors August 2008 - February 2010
Skills
Strategic Planning, International Relations, Program Management, Event Planning, Social Media, Organization, Operational Efficiency, Building Relationships, Market Analysis, Customer Service, Microsoft Office, Editing, Marketing Communications, recruiting, Recruiting, Event Management, CRM, Business Development, Analysis, Leadership, Training, Management, Interviews
Education
Kansas State University 2004 — 2008
Bachelor's degree
Ascend Integrated Media, LLC June 2014 - Present
WireCo WorldGroup October 2013 - May 2014
Mariner Wealth Advisors May 2012 - September 2013
Unified Life Insurance Company July 2011 - May 2012
Commerce Bancshares, Inc. September 2009 - July 2011
Avascend Healthcare Hospitality May 2006 - February 2010
Kansas State University September 2008 - May 2009
Koch Industries (Pipeline Accounting) May 2008 - August 2008
Skills
General Ledger, Accounting, Financial Reporting, Account Reconciliation, Financial Analysis, Microsoft Excel, Budgets, Microsoft Office, Customer Service, Project Management, Strategic Planning, Accounts Payable, Payroll, Acquisition Integration, Great Plains Software, Oracle Applications
Education
Avila University 2009 — 2010
MBA, Accounting, Finance
Kansas State University 2005 — 2009
Bachelors, Accounting, Economics
Mariner Wealth Advisors June 2014 - June 2015
The Hartford: The Law Offices of Tobias & Kuhn December 2012 - May 2014
The Hartford: The Law Offices of Timothy Holman March 2012 - September 2012
Community Options, Inc. August 2010 - March 2012
Skills
Proactive self-starter, Project Initiation, Administrative..., Clerical Work, Analytical Skills, Work Autonomously, Microsoft Office, Calendaring, Proficient Typing Skills, Receptionist Duties, Filing, Writing, Confidentiality, Legal Documents, Networking, Organization, Job Coaching, Nonprofits, Life Coaching, Blogging, Developmental..., Cooking, Travel Blogging, Childcare, Social Networking, Editing, WordPress
Education
City University of New York-Hunter College 2015 — 2017
Master’s Degree, Urban Studies/Affairs (Urban Policy & Leadership)
The College of New Jersey 2005 — 2009
Bachelor of Science (BS), Criminology, 3.2
The Calhoun School 1997 — 2005
High School Diploma
Mariner Wealth Advisors November 1999 - Present
Education
Fairfield University
Mariner Wealth Advisors January 2015 - Present
WithumSmith+Brown August 2012 - December 2014
WithumSmith+Brown June 2011 - August 2011
Education
Quinnipiac University 2008 — 2012
BS, Accounting
New Providence High School 2004 — 2008
Mariner Wealth Advisors August 2014 - Present
Skills
Salesforce.com, Financial Planning, Investments, Mutual Funds, Wealth Management, Financial Analysis, Alternative Investments, Strategic Planning, Financial Services, New Business Development, Risk Management, Asset Management, Business Development
Education
Kansas State University 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Mariner Wealth Advisors January 2015 - Present
WithumSmith+Brown September 2005 - January 2015
Pfizer January 2000 - July 2000
Warner Lambert Company December 1997 - December 1999
AT&T Capital Corporation June 1987 - November 1997
Skills
Quickbooks, Bookkeeping, Payroll, Word, Tax Preparation, PowerPoint, Payroll Taxes, Spreadsheets, Preparation, Journal Entries, Bank Reconciliation, Tax Returns, QuickBooks, Microsoft Excel, Income Tax
Education
Fairleigh Dickinson University 1992 — 1992
Paralegal Certificate
Mercyhurst College 1982 — 1987
BA, Psychology
Mariner Wealth Advisors August 2014 - Present
UUA January 2009 - July 2014
Pinnacle Investment Advisors June 2005 - 2014
Heritage Trust April 2001 - June 2005
Money Maps January 1996 - March 2001
Patterson Icenogle December 1989 - December 1995
Education
University of Tulsa
Master of Business Administration (M.B.A.), Business Management
University of Tulsa
Bachelor’s Degree, Finance
The University of Texas at Arlington
Biology, General
Mariner Wealth Advisors January 2015 - Present
Grant Thornton LLP August 2012 - January 2015
Grant Thornton LLP 2011 - August 2012
Chesapeake Energy January 2011 - October 2011
Chesapeake Energy February 2010 - January 2011
Grant Thornton LLP August 2009 - February 2010
Grant Thornton LLP August 2008 - August 2009
Skills
CPA, Tax Research, Corporate Tax, Tax Accounting, Tax Preparation, Partnership Taxation, Internal Controls, Financial Accounting, Accounting, Financial Analysis, GAAP, Financial Reporting, Tax, Income Tax, Tax Compliance
Education
Oklahoma State University 2007 — 2008
MS, Accounting
Oklahoma State University 2003 — 2006
Bachelor's, Accounting
Mariner Wealth Advisors 2015 - Present
Comerica Bank 2014 - May 2015
JPMorgan Chase December 2011 - 2014
Bloomingdale's 2011 - December 2011
"BelLinda" July 2009 - December 2010
Mission Federal Credit Union 2008 - 2009
Skills
Microsoft Excel, New Business Development, Risk Management, Fashion, PowerPoint, Investments, Outstanding..., Computer/Technical..., Microsoft Word, Sales Operations, Entrepreneurship, Notary Public, Adobe Acrobat, Salesforce.com
Education
San Diego State University-California State University 2005 — 2009
Bachelors of Science, Finance
Mariner Wealth Advisors January 2014 - Present
Mariner Wealth Advisors March 2013 - January 2014
Ray County Community Services July 2009 - February 2011
Hallmark Cards June 2007 - April 2009
Skills
• Strong verbal and..., •The ability to manage..., •Ability to organize..., • Highly organized with..., • Deadline oriented, •Strong PC proficiency..., • Able to manage time..., • Able to work in a..., •Technical knowledge of...
Education
University of Central Missouri 2000 — 2004
Bachelor of Science (B.S.), Biology, General
Richmond High
Foster Financial January 2013 - Present
Mariner Wealth Advisors June 2015 - July 2015
D.M. Bruce Associates January 2013 - August 2013
Education
Kansas State University 2013 — 2016
Bachelor’s Degree, Financial Planning
Fort Hays State University 2012 — 2012
Mariner Wealth Advisors August 2014 - Present
FirstPoint Financial August 2014 - July 2015
Adams Hall Wealth Advisors, LLC August 2014 - July 2015
Harvard Advisors LLC April 2012 - August 2014
Ruthie's Boutique January 2006 - August 2011
Bobby Brigg's Law Firm April 2009 - July 2009
Skills
Human Resources, Performance Management, Employee Benefits, Outlook, Financial Reporting, Financial Services, Financial Modeling, Customer Service, Employee Relations, Sales, Customer Retention, Benefits Administration, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office
Education
University of Tulsa 2007 — 2011
Bachelor of Arts, International Relations, Political Science, Philosophy, French
Oklahoma State University 2011 — 2013
Masters in Business Administration, Business, Accounting, Marketing
Mariner Wealth Advisors June 2015 - Present
Montage Investments May 2014 - August 2014
Morgan Stanley Wealth Management February 2014 - May 2014
Dedman Center for Recreational Sports July 2012 - November 2013
Cognios Capital May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Series 65
Education
Southern Methodist University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General, Minor in History
The Pembroke Hill School 2007 — 2011
High School
Mariner Wealth Advisors November 2014 - Present
CLR Solutions LLC June 2014 - October 2014
NJLI Advisors February 2014 - June 2014
TD May 2012 - March 2014
JPMorgan Chase August 2011 - May 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Outlook, Sales, Microsoft Word, PowerPoint, Telephone Skills, Customer Experience, Customer Engagement, Regulations, Management, Operations Management, Office Administration, Cross Selling, Team Building, Team Leadership
Education
William Paterson University of New Jersey 2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
William Paterson University of New Jersey 2013 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
County College of Morris 2011 — 2013
Associate of Science (A.S.), Business Administration and Management, General
Bergen County Technical High School 2004 — 2008
High School Diploma, 3.78
Integrated Wealth Advisory Services, Inc. December 2012 - Present
Mariner Wealth Advisors July 2008 - October 2010
Skills
Customer Service
Education
The University of Kansas
Psychology/Business
The University of Texas at El Paso
Cantor Fitzgerald September 2013 - Present
Mariner Wealth Advisors January 2011 - September 2013
CBIZ Financial Solutions 2005 - 2010
Prudential Financial 1997 - 2002
Skills
Wealth Management, Retirement Planning, Portfolio Management, Investment Advisory, Estate Planning, Asset Allocation, Investments, Alternative Investments, Investment Management, Strategic Financial..., Mutual Funds, Insurance, 401k, Asset Management
Education
Bucknell University 1979 — 1983
BA, Economics
The American College
Master's Degree, Financial Planning and Services
Shady Side Academy 1976 — 1979
Mariner Wealth Advisors July 2015 - Present
Moneta Group January 2010 - Present
A.G. Edwards & Sons, Inc. June 2001 - January 2010
A.G. Edwards & Sons, Inc. 1994 - June 2001
A.G. Edwards & Sons, Inc. 1988 - 1994
Skills
Wealth Management, Retirement Planning, Mutual Funds, Investments, Series 7, Portfolio Management, Strategic Financial..., Retirement, Securities, Series 63, Asset Allocation, 401k
Education
Jefferson College 2002 — 2006
Associate's degree, Business Administration
Mariner Wealth Advisors May 2011 - Present
MachineryLink, Inc. October 2009 - May 2011
CyDex Pharmaceuticals, Inc. October 2007 - October 2009
Pioneer Financial Services, Inc. February 2002 - October 2007
Education
Iowa State University 1990 — 1994
Mariner Wealth Advisors June 2010 - Present
Williams Company February 2007 - January 2010
Schnake Turnbo Frank Public Relations May 2006 - February 2007
Oklahoma State University August 2005 - May 2006
Claremore Regional Hospital May 2005 - August 2005
U.S. House of Representatives May 2003 - July 2003
Skills
Financial Planning, Investment Strategies, Wealth Management, Holistic Financial..., Marketing Strategy
Education
Oklahoma State University 2005 — 2007
MBA, Business Administration
Oklahoma State University 2002 — 2005
BA, Journalism (concentration in Public Relations)
Westwood Trust and Westwood Management Corporation December 2013 - Present
Mariner Wealth Advisors July 2012 - November 2013
Orizon Investment Counsel, LLC April 2008 - June 2012
Orizon Investment Counsel LLC April 2008 - July 2010
Great Western Bank May 2000 - April 2008
Kivett, Knickrehm & Wooley February 1999 - February 2000
Skills
Estate Planning, Retirement Planning, Investment Advisory, Investments, Wealth Management, Trust Services, Series 7, 401k, Comprehensive Wealth..., Wealth Transfer, Series 66, Financial Planning
Education
Leadership Omaha- Class 28 2005 — 2006
University of Nebraska College of Law 1992 — 1995
Juris Doctor, Law
University of Nebraska-Lincoln 1986 — 1991
B.A, Political Science
Mariner Wealth Advisors August 2015 - Present
Bank of Oklahoma May 2008 - August 2015
First Mid-Illinois Bank & Trust September 2000 - May 2008
Merrill Lynch February 2000 - September 2000
Skills
Portfolio Management, Financial Services, Investments, Wealth Management..., Asset Allocation, Estate Planning, Investment Management, Financial Advisory, CFA Charterholder, CPA, CTFA, Asset Management
Education
Eastern Illinois University 1974 — 1979
B.S. Business, Marketing
Single Source U.S May 2015 - Present
North Bridge Staffing Group December 2011 - May 2015
Mariner Wealth Advisors July 2010 - August 2011
The Fierce Club 2009 - 2010
Marquis Jet 2005 - 2008
S.Com 2000 - 2002
Skills
Yoga Instructor, Fluent in French, Account Management, Cold Calling, Salesforce.com, New Business Development, Building Relationships, Selling, Recruiting, Social Media Marketing, Sales Management, Sales, Event Planning, Business Development, Technical Recruiting, Leadership, Marketing, Strategic Planning, Customer Service, Social Media, Lead Generation, Talent Acquisition, Direct Sales, B2B, Advertising, Sales Process, Sales Operations, Social Networking, Marketing Strategy, Training, CRM
Education
University of Arizona 1989 — 1993
B.S., Marketing
St. Teresa's Academy 1985 — 1989
RES Software January 2015 - Present
Bracket November 2013 - January 2015
Bracket June 2012 - November 2013
Mariner Wealth Advisors February 2011 - June 2012
Independence Planning Group June 2010 - February 2011
Bloomsburg University of Pennsylvania August 2007 - May 2010
Aydin Displays December 2009 - January 2010
Skills
Strategic Planning, PowerPoint, Excel, Business Strategy, New Business Development, Word, Salesforce Training, Microsoft Word, Microsoft Excel, Microsoft Office, Financial Analysis, Process Improvement, Account Management, Purchasing, Market Research, Sales, Salesforce.com, Insurance, Customer Service
Education
Bloomsburg University of Pennsylvania 2006 — 2010
B. S, Business Administration; Management
Mariner Wealth Advisors May 2006 - Present
Williams Company September 1999 - 2006
Ernst & Young 1981 - 1999
Skills
Retirement Planning, Estate Planning, Investments, Strategic Financial..., Employee Benefits, Retirement, Investment Advisory, Wealth Management, Investment Management, Finance, Financial Planning, Financial Advisory, Leadership, Alternative Investments, Financial Services, Financial Analysis, Investment Strategies, Asset Management, Strategic Planning, Management, Asset Allocation, Wealth, Portfolio Management, Mergers & Acquisitions, Holistic Financial..., Personal Financial...
Education
University of Oklahoma 1976 — 1980
Bachelor Business Administration, Accounting
Cordell High School
Mariner Wealth Advisors September 2015 - Present
Valbridge Property Advisors August 2014 - September 2015
BOK Financial February 2010 - July 2014
BOK Financial July 2007 - February 2010
TM Johnston & Co., P.C. May 2006 - July 2007
Lisle Compton Cole & Almen 2005 - 2006
Skills
Banking, Wealth Management, Private Banking, Financial Analysis, Loans, Credit, Credit Analysis, Cash Management, Commercial Banking
Education
University of Central Oklahoma - College of Business Administration 2001 — 2006
Bachelor of Science (B.S.), Accounting
Mariner Wealth Advisors June 2015 - Present
Beacon Financial Group June 2014 - August 2014
UBS Wealth Management June 2013 - August 2013
Derris & Company June 2012 - August 2012
Chemtob Moss & Forman, LLP July 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, English, Marketing, Sales, Public Relations, Windows, Mac, Finance, Investments
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2016
Bachelor's degree, Finance
Jericho High School
Convergence Investment Partners, LLC January 2014 - Present
Mariner Wealth Advisors June 2009 - December 2013
JP Morgan Chase Bank, NA July 2002 - July 2007
Concert (Joint Venture of AT&T and BT) September 1999 - September 2001
Skills
Bloomberg Terminal, Excel, Word, PowerPoint, Morningstar, Zephyr Style Advisor, Zephyr Allocation..., MS Office Suite, Mutual Funds, ETFs, Separately Managed..., Hedge Funds, Risk Analysis, Factor Analysis, Performance Attribution, Equity Research, Fixed Income Research, Investment Products, Alternative Investments
Education
Georgetown University - The McDonough School of Business 2007 — 2009
MBA, Finance
University of California, San Diego 2003 — 2006
Professional Certificate, Finance
University of Virginia 1995 — 1999
Physics
Stuart High School 1991 — 1995
Mariner Wealth Advisors May 2007 - Present
Skills
Strategic Financial..., Finance, Portfolio Management, Financial Advisory, Investment Strategies, Risk Management, Investments, Insurance, Equities, Wealth, Financial Analysis
Education
Fordham Gabelli School of Business 2005 — 2007
MBA, Finance & Tax
Boston College 1997 — 2001
BA, Economics
Mariner Wealth Advisors January 2014 - Present
RR Advisory Group, LLC December 2010 - January 2014
RR Advisory Group, LLC July 2005 - December 2010
Arthur Andersen, LLP June 2000 - August 2001
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Accounting & Finance
Creative Planning Inc. October 2014 - Present
Commerce Bank March 2014 - September 2014
Mariner Wealth Advisors May 2011 - February 2014
Marks Nelson Vohland Campbell Radetic LLC January 2009 - May 2011
Education
University of Kansas - Graduate School of Business 2009 — 2010
Masters of Science, Accountancy
University of Kansas 2005 — 2009
Bachelor of Science, Accounting
Carmel Capital Partners 2013 - Present
Mariner Wealth Advisors January 2011 - January 2013
CBIZ Wealth Management January 2009 - December 2010
CBIZ February 2007 - December 2008
National Basketball Association October 2005 - January 2007
Skills
Series 7, Series 66, Series 63, Mutual Funds, Investments, Wealth Management, Strategic Financial..., Fixed Income, Portfolio Management, Asset Allocation, Retirement Planning, Alternative Investments, Bloomberg, Bonds, Uniform Combined State..., FINRA, Investment Management
Education
University of California, San Diego 2010 — 2011
Professional Certificate of Finance
West Virginia University 2000 — 2004
Sonas Financial Group Inc June 2015 - Present
Mariner Wealth Advisors September 2010 - January 2012
Midwest Trust Company January 2008 - September 2010
StateStreet Group, LLC 2005 - 2008
Skills
Mutual Funds, Investments, Accounting, Microsoft Office, Microsoft Excel, Analysis, Process Improvement, Salesforce.com, Account Reconciliation, Microsoft Word, Financial Planning, Portfolio Management, Excel, Customer Relations, Word, APX, Moxy, REX, Finance, Securities
Education
Fort Hays State University 2001 — 2005
Bachelor of Business Administration (BBA), Finance
Sublette High 1997 — 2001
Mariner Wealth Advisors March 2015 - Present
Apple July 2014 - March 2015
Life Time Fitness October 2013 - July 2014
Garmin International July 2009 - October 2013
Beachbody October 2011 - July 2012
XD-X November 2008 - April 2009
Phoenix Theatre November 2005 - April 2009
Houlihan's Restaurants, Inc. October 2008 - February 2009
Cinemark March 2003 - November 2005
Deb Shops, Inc. August 2002 - December 2002
Skills
Final Cut Pro, Customer Service, Adobe Creative Suite, Social Media, ACE Certified Personal..., Fitness Training, Personal Training, Cardiovascular Fitness, Weight Training, Weightlifting, Event Planning, Microsoft Word, Public Speaking, Customer Satisfaction, Inventory Management, Sales, Team Building, Team Leadership, Microsoft Office, Training, Leadership, Microsoft Excel, Outlook
Education
The University of Kansas 2004 — 2008
Bachelor of Arts, Theatre & Film: Film Studies; English Minor
Mariner Wealth Advisors January 2015 - Present
WithumSmith+Brown December 2010 - January 2015
Morrison & Company, P.A. November 2008 - November 2010
The Bradlau Group, LLP June 2000 - November 2008
Singer Wolf & Mongelli 1989 - 1995
Rayfield & Company 1985 - 1989
Skills
CPA, Forensic Accountant, Tax Advisory, Forensic Accounting, Litigation Consulting, Asset Tracing, Business Valuation, Tax, Auditing, Litigation Support, Financial Accounting, Expert Witness, Accounting, Fraud, Corporate Tax, Income Tax, Tax Returns
Education
Seton Hall University 1981 — 1985
BS, Accounting
Livingston High School 1978 — 1981
Mariner Wealth Advisors May 2014 - Present
UMB Bank 2011 - May 2014
UMB Financial Corp. 2007 - October 2011
UMB Bank 2005 - 2007
Skills
Wealth Management..., High Net Worth..., Estate Planning, Trust Services, Strategic Planning, Trusts, Asset Managment, Series 65
Education
The University of Kansas 1998 — 2003
Bachelor's degree, Secondary Education
Baker University
Master of Business Administration (M.B.A.), Business
Mariner Wealth Advisors July 2010 - Present
The Fierce Club March 2009 - March 2010
Marquis Jet 2005 - 2008
Education
University of Arizona 1989 — 1993
BS, Marketing
Mariner Wealth Advisors September 2014 - Present
MFS Fund Distributors, Inc. April 2006 - August 2014
MetLife Investors September 2000 - March 2006
Skills
Mutual Funds, Business Development, Separately Managed..., Investment Strategies, Client Aquisition, Client Seminars
Education
University of Kansas 1985 — 1989
B.S., Journalism
Rockhurst High School 1981 — 1985
Via Christi Health 2013 - Present
Education Blueprints Association January 2011 - Present
Mariner Wealth Advisors 2010 - Present
Via Christi Hospital-Pittsburg 2010 - Present
Oler Consulting 2006 - 2015
Data Technique, Inc. September 2007 - June 2011
BKD, LLP 1992 - 2006
Skills
Tax Accounting, Accounting, Estate Planning, Investments, Non-profits, Nonprofits, Tax, Financial Accounting, Forecasting, CPA, Financial Analysis, Payroll, Strategic Financial..., Financial Statements, Internal Controls, Financial Reporting, Internal Audit, Income Tax, Sarbanes-Oxley Act, Account Reconciliation, Auditing, Tax Preparation
Education
Pittsburg State University 1966 — 1968
BSBA, Accounting
Labette County Junior College 1964 — 1966
Accounting
Creative Planning Inc. December 2013 - Present
Creative Planning Inc. January 2012 - December 2013
Mariner Wealth Advisors June 2010 - February 2012
Skills
Investments, Wealth Management, Financial Planning, Investment Management, Estate Planning, Mutual Funds, Portfolio Management, Asset Allocation, Retirement Planning, Asset Management
Education
Kansas State University
Bachelors of Science, Business Administration
Mariner Wealth Advisors January 2015 - Present
RR Advisory Group, LLC September 2011 - December 2014
UBS February 2011 - May 2011
Transatlantic Reinsurance May 2010 - August 2010
American International Group May 2008 - August 2008
Skills
Investments, Finance, Portfolio Management, Wealth Management, Fixed Income, Tax, Strategic Financial..., Financial Modeling
Education
Fordham University 2007 — 2011
Finance, Business Economics
Syracuse University 2009 — 2009
Study Abroad Participant, Madrid, Spain
Christian Brothers Academy 2003 — 2007
Mariner Wealth Advisors 2012 - Present
Education
Oral Roberts University
Psychology
Mariner Wealth Advisors December 2013 - Present
UMB Private Wealth Management September 2005 - November 2013
Jackson & Wade, L.L.C. October 2003 - January 2005
Judge Jerry W. Venters, U.S. Bankruptcy Court, Western District of Missouri May 2003 - August 2003
Skills
Wealth Management, Estate Planning, Banking, Investments, Strategic Planning, Legal Writing
Education
University of Missouri-Kansas City School of Law 2010 — 2013
Master of Laws (LLM), Taxation
University of Missouri-Kansas City School of Law 2002 — 2005
Juris Doctor, Law
University of Missouri-Columbia 1997 — 2001
Bachelor of Science – Finance, Finance, Economics
Mariner Wealth Advisors May 2011 - Present
Skills
Retirement Planning, Mutual Funds, Asset Allocation, Wealth Management, Strategic Financial..., Estate Planning, Portfolio Management, Alternative Investments, Asset Management, Financial Advisory, Investment Advisory, Life Insurance
Education
University of Kansas 2006 — 2010
BS, Finance
Mariner Wealth Advisors 2015 - Present
WithumSmith+Brown 2005 - December 2014
Gershon, Pierce, Lissak & Company 2001 - 2005
Skills
Tax Preparation, Tax Returns, Income Tax, Fiduciary, Tax, Fiduciary Accountings, Fiduciary Income Tax, Gift Tax, Estate & Gift Taxation, Trusts, Private Foundations
Education
Seton Hall University
Mariner Wealth Advisors September 2014 - Present
Lockton Companies March 2010 - September 2014
WatchGuard Financial 2007 - 2010
Sperry Van Ness 2005 - 2007
Skills
Insurance, Employee Benefits, Brokers, Disability Insurance, Health Savings Accounts, Life Insurance, Underwriting, Workers Compensation, Commercial Insurance, Professional Liability, Property & Casualty..., Term Life Insurance, COBRA, Health Insurance, Reinsurance
Education
University of Missouri-Kansas City 2012 — 2014
Master's Degree, Finance
University of Kansas 2000 — 2005
Bachelor's Degree, History
Mariner Wealth Advisors August 2011 - Present
Mariner Wealth Advisors December 2009 - August 2011
Mariner Wealth Advisors July 2008 - December 2009
Skills
Asset Allocation, Wealth Management, Retirement Planning, Investments, Mutual Funds, Financial Planners, Portfolio Management, Estate Planning, Risk Management, Accounting, Financial Reporting, Series 65, Microsoft Excel, Strategic Planning
Education
Truman State University 2001 — 2005
Bachelor of Arts (B.A.), English
Mariner Wealth Advisors February 2014 - Present
Mount Sinai Medical Center February 2011 - February 2014
Education
Baruch College, City University of New York (CUNY)
Corridor InfraTrust Management, LLC May 2013 - Present
Marks Nelson Vohland Campbell Radetic LLC May 2011 - April 2013
Marks Nelson Vohland Campbell Radetic LLC January 2011 - April 2011
Mariner Wealth Advisors May 2010 - January 2011
Marks Nelson Vohland Campbell Radetic LLC January 2010 - April 2010
Skills
Business Valuation, Forensic Accounting, Tax Preparation, Corporate Tax, Financial Planners, Tax Returns, Tax, Accounting, Compilation, Valuation, Litigation Support, Financial Analysis, Tax Research, CPA, Financial Statements
Education
University of Kansas - Graduate School of Business 2011 — 2012
Master's degree, Accounting, 3.6
University of Kansas 2005 — 2009
Bachelor of Science (BS), Accounting
Rockhurst High School
Mariner Wealth Advisors June 2013 - Present
CCK Strategies January 2012 - May 2013
Bank of Oklahoma November 2007 - January 2012
Dr. Presley & Associates February 2007 - November 2007
Arvest Bank January 2004 - February 2007
Skills
Strategic Financial..., Estate Planning, Financial Planners, CPA, High Net Worth..., Income Tax, Tax Preparation, Tax Accounting, Management
Education
Northeastern State University
Bachelor’s Degree, Business Administration with an emphasis in Accounting, 3.9/4.0
LogRhythm Executive Administrative AssistantAmerican National Bank2014 - 2015
Mariner Wealth Advisors March 2005 - May 2014
Skills
Executive Calendar..., Scheduling, Microsoft Excel, Microsoft Word, Microsoft Office, Travel Management, Executive..., Executive Support
Education
University of Nebraska-Lincoln 1998 — 2002
Bachelor's degree, Criminal Justice and Corrections
University of Nebraska-Lincoln 1997 — 2001
Bachelor's degree, Criminal Justice and Corrections