Mariner Wealth Advisors

Description

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

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Mariner Wealth Advisors Employees

Employee
Years
Job
Industry
Gerhart Kloiber Jr Gerhart Kloiber Jr Lawrence, Kansas Area Details
Gerhart Kloiber Jr's Mariner Wealth Advisors Experience 2014 - Present
Job Wealth Advisor at Mariner Wealth Advisors
Industry Financial Services
Experience
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

Jennifer Murawski Jennifer Murawski Leawood, Kansas Details
Jennifer Murawski's Mariner Wealth Advisors Experience June 2014 - Present
Job
Industry Financial Services
Experience
Mariner Wealth Advisors   June 2014 - Present

Education
University of Central Missouri   1992 — 1996

Natalie DeWindt Natalie DeWindt Escondido, California Details
Natalie DeWindt's Mariner Wealth Advisors Experience May 2014 - Present
Job Client Service Associate
Industry Investment Banking
Experience
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

Carter House Carter House Kansas City, Missouri Details
Carter House's Mariner Wealth Advisors Experience February 2010 - September 2010
Job Supply & Logistics Coordinator at Crestwood Midstream Partners L.P.
Industry Oil & Energy
Experience
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

Trey Cooper, CFP® Trey Cooper, CFP® Tulsa, Oklahoma Area Details
Trey Cooper, CFP®'s Mariner Wealth Advisors Experience January 2013 - Present
Job Senior Vice President at Mariner Wealth Advisors
Industry Investment Management
Experience
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

Christopher Koehler Christopher Koehler Greater New York City Area Details
Christopher Koehler's Mariner Wealth Advisors Experience January 2014 - Present
Job Senior Financial Planning Manager at Mariner Wealth Advisors
Industry Investment Management
Experience
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

Brian O'Regan, AIF® Brian O'Regan, AIF® Dallas/Fort Worth Area Details
Brian O'Regan, AIF®'s Mariner Wealth Advisors Experience November 2011 - Present
Job Senior VP, Growth & Development at Mariner Wealth Advisors
Industry Financial Services
Experience
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

Beth Toomey Beth Toomey Leawood, Kansas Details
Beth Toomey's Mariner Wealth Advisors Experience June 2015 - Present
Job Family Office Associate at Mariner Wealth Advisors
Industry Financial Services
Experience
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

Michael McGinty Michael McGinty Greater New York City Area Details
Michael McGinty's Mariner Wealth Advisors Experience December 2014 - Present
Job Senior Wealth Consultant Mariner Wealth Advisors
Industry Financial Services
Experience
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

Kevin W. Corbett Kevin W. Corbett Dallas/Fort Worth Area Details
Kevin W. Corbett's Mariner Wealth Advisors Experience July 2014 - Present
Job Senior Vice President of Wealth Management at Mariner Wealth Advisors
Industry Financial Services
Experience
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

Ashley Herb Ashley Herb Manhattan, Kansas Details
Ashley Herb's Mariner Wealth Advisors Experience June 2015 - August 2015
Job Senior at Kansas State University
Industry Financial Services
Experience
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

Drew Waldron, CFP® Drew Waldron, CFP® Leawood, Kansas Details
Drew Waldron, CFP®'s Mariner Wealth Advisors Experience Financial Operations / TraderMariner HoldingsAugust 2011 - June 2013
Job Wealth Advisor at Mariner Wealth Advisors
Industry Financial Services
Experience
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

Lindsey Hart Smith Lindsey Hart Smith Tulsa, Oklahoma Details
Lindsey Hart Smith's Mariner Wealth Advisors Experience March 2014 - Present
Job Senior Wealth Advisor at Mariner Wealth Advisors
Industry Investment Management
Experience
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

Nick Gough Nick Gough Overland Park, Kansas Details
Nick Gough's Mariner Wealth Advisors Experience May 2011 - July 2012
Job Medicare Advisor at Pinnacle Consulting Group
Industry Financial Services
Experience
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

Paul Lutz Paul Lutz Kansas City, Missouri Area Details
Paul Lutz's Mariner Wealth Advisors Experience August 2012 - Present
Job Senior Wealth Advisor at Mariner Wealth Advisors
Industry Financial Services
Experience
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

Suzy Hall Suzy Hall Kansas City, Missouri Area Details
Suzy Hall's Mariner Wealth Advisors Experience December 2010 - November 2012
Job Senior Vice President, Business Development at Country Club Trust Company, n.a.
Industry Financial Services
Experience
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

Mark Caplinger Mark Caplinger Greater St. Louis Area Details
Mark Caplinger's Mariner Wealth Advisors Experience September 2014 - Present
Job Chief Investment Officer at Mariner Wealth Advisors
Industry Investment Management
Experience
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

Sarah Tiedt Sarah Tiedt Prairie Village, Kansas Details
Sarah Tiedt's Mariner Wealth Advisors Experience July 2014 - Present
Job Senior Wealth Advisor at Mariner Wealth Advisors
Industry Investment Management
Experience
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

Cameron Smith Cameron Smith Greater New York City Area Details
Cameron Smith's Mariner Wealth Advisors Experience June 2013 - August 2013
Job Analyst, Mergers & Acquisitions at UBS Investment Bank
Industry Investment Banking
Experience
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

Kait Fox Kait Fox Overland Park, Kansas Details
Kait Fox's Mariner Wealth Advisors Experience May 2010 - August 2010
Job Pinnacle Plus Financial
Industry Financial Services
Experience
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

Michelle Freres Michelle Freres Tulsa, Oklahoma Details
Michelle Freres's Mariner Wealth Advisors Experience October 2015 - Present
Job Wealth Advisor at Mariner Wealth Advisors
Industry Financial Services
Experience
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

Bryan Pepper Bryan Pepper Leawood, Kansas Details
Bryan Pepper's Mariner Wealth Advisors Experience August 2014 - Present
Job Wealth Advisor, Manager at Mariner Wealth Advisors
Industry Financial Services
Experience
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

Suzanne Wheeler, CFP®, AIF® Suzanne Wheeler, CFP®, AIF® Tulsa, Oklahoma Area Details
Suzanne Wheeler, CFP®, AIF®'s Mariner Wealth Advisors Experience January 2013 - Present
Job Senior Vice President at Mariner Wealth Advisors
Industry Financial Services
Experience
Mariner Wealth Advisors   January 2013 - Present
Adams Hall Wealth Advisors, LLC   1997 - December 2012

Education
Northeastern State University
Financial Planning and Services

Kristen Reyes Kristen Reyes Neptune Beach, Florida Details
Kristen Reyes's Mariner Wealth Advisors Experience 2006 - 2008
Job Media Manager at GotSoccer
Industry Computer Software
Experience
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

Joseph Carbone, CFP®, AIF®, AAMS® Joseph Carbone, CFP®, AIF®, AAMS® Bayport, New York Details
Joseph Carbone, CFP®, AIF®, AAMS®'s Mariner Wealth Advisors Experience January 2011 - June 2012
Job Wealth Advisor at Focus Planning Group
Industry Financial Services
Experience
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

Sonia Morales Sonia Morales Springfield, New Jersey Details
Sonia Morales's Mariner Wealth Advisors Experience January 2015 - Present
Job Client Service Associate at Mariner Wealth Advisors
Industry Financial Services
Experience
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

Louis Lopez, CFP® Louis Lopez, CFP® Greater San Diego Area Details
Louis Lopez, CFP®'s Mariner Wealth Advisors Experience October 2014 - Present
Job Wealth Advisor at Mariner Wealth Advisors
Industry Financial Services
Experience
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

Alana Scott Alana Scott Kansas City, Missouri Area Details
Alana Scott's Mariner Wealth Advisors Experience May 2009 - Present
Job Wealth Advisor
Industry Investment Management
Experience
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

Terek Wilson, MBA Terek Wilson, MBA Kansas City, Missouri Area Details
Terek Wilson, MBA's Mariner Wealth Advisors Experience February 2014 - February 2015
Job Financial Sales Education Consultant at Allstate Financial Services, LLC
Industry Financial Services
Experience
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

Krysta Cordill Krysta Cordill Greater San Diego Area Details
Krysta Cordill's Mariner Wealth Advisors Experience January 2011 - February 2011
Job Director of Advisory Services and Partner at D'Arcy Capital Management
Industry Investment Management
Experience
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

Nathan Dorn Nathan Dorn Greater San Diego Area Details
Nathan Dorn's Mariner Wealth Advisors Experience November 2014 - Present
Job Wealth Advisor at Mariner Wealth Advisors
Industry Financial Services
Experience
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

Jordann Clark Jordann Clark Knoxville, Tennessee Details
Jordann Clark's Mariner Wealth Advisors Experience January 2010 - April 2011
Job Accountant at Clayton Homes
Industry Accounting
Experience
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

Scott Kret Scott Kret Greater New York City Area Details
Scott Kret's Mariner Wealth Advisors Experience January 2015 - Present
Job Financial Planning, Tax, and Investment Advisory Services at Mariner Wealth Advisors
Industry Accounting
Experience
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

Thomas Humphrey Thomas Humphrey Hartford, Connecticut Details
Thomas Humphrey's Mariner Wealth Advisors Experience June 2008 - August 2008
Job Credit Analyst II AVP
Industry Banking
Experience
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

Philip Mock Philip Mock Tulsa, Oklahoma Details
Philip Mock's Mariner Wealth Advisors Experience November 2012 - Present
Job Wealth Advisor at Mariner Wealth Advisors
Industry Investment Management
Experience
Mariner Wealth Advisors   November 2012 - Present

Education
Oklahoma State University   2008 — 2009
M.S., Accounting

Cramer Soebbing Cramer Soebbing Greater Chicago Area Details
Cramer Soebbing's Mariner Wealth Advisors Experience September 2015 - Present
Job Wealth Advisor at Mariner Wealth Advisors
Industry Financial Services
Experience
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

Gwyn Felder Gwyn Felder Dallas/Fort Worth Area Details
Gwyn Felder's Mariner Wealth Advisors Experience September 2010 - Present
Job Senior Wealth Consultant at Mariner Wealth Advisors
Industry Financial Services
Experience
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

Jenika Cook Jenika Cook Kansas City, Missouri Area Details
Jenika Cook's Mariner Wealth Advisors Experience June 2006 - Present
Job Partner at Mariner Holdings, LLC
Industry Financial Services
Experience
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

Larry McCulla Larry McCulla Greater San Diego Area Details
Larry McCulla's Mariner Wealth Advisors Experience 2011 - Present
Job Senior Wealth Advisor at Mariner Wealth Advisors, LLC
Industry Investment Management
Experience
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

Ethan Hutcheson Ethan Hutcheson Kansas City, Missouri Area Details
Ethan Hutcheson's Mariner Wealth Advisors Experience November 2014 - Present
Job Wealth Advisor at FirstPoint Financial
Industry Financial Services
Experience
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

Whitney Gallagher Whitney Gallagher Leawood, Kansas Details
Whitney Gallagher's Mariner Wealth Advisors Experience October 2015 - Present
Job Senior Research Analyst at Mariner Wealth Advisors
Industry Financial Services
Experience
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

Chad Hamilton Chad Hamilton Denver, Colorado Details
Chad Hamilton's Mariner Wealth Advisors Experience March 2015 - Present
Job V.P., Practice Management at Mariner Wealth Advisors
Industry Financial Services
Experience
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

Kent Brown Kent Brown Leawood, Kansas Details
Kent Brown's Mariner Wealth Advisors Experience April 2015 - Present
Job Senior Wealth Consultant at Mariner Wealth Advisors
Industry Financial Services
Experience
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

Andrew Welzel Andrew Welzel Greater Los Angeles Area Details
Andrew Welzel's Mariner Wealth Advisors Experience February 2015 - Present
Job Senior Wealth Advisor at Mariner Wealth Advisors
Industry Investment Management
Experience
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

Megan McConnell Brozowski, CFP®, CDFA™ Megan McConnell Brozowski, CFP®, CDFA™ Greater New York City Area Details
Megan McConnell Brozowski, CFP®, CDFA™'s Mariner Wealth Advisors Experience October 2015 - Present
Job Wealth Advisor at Mariner Wealth Advisors
Industry Financial Services
Experience
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

Brandon Lord Brandon Lord Kansas City, Missouri Area Details
Brandon Lord's Mariner Wealth Advisors Experience August 2012 - December 2012
Job Risk Assurance Associate at PwC
Industry Accounting
Experience
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

Jason McElwee, AIF® Jason McElwee, AIF® Kansas City, Missouri Area Details
Jason McElwee, AIF®'s Mariner Wealth Advisors Experience May 2006 - December 2012
Job Managing Director, National Sales and Cofounder / Partner
Industry Financial Services
Experience
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

Trey Barnes Trey Barnes Kansas City, Missouri Area Details
Trey Barnes's Mariner Wealth Advisors Experience May 2009 - Present
Job
Industry Financial Services
Experience
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

Rick Burns, AIFA© Rick Burns, AIFA© Cumberland, Maryland Area Details
Rick Burns, AIFA©'s Mariner Wealth Advisors Experience January 2011 - October 2013
Job at
Industry Financial Services
Experience
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

Corryn Kivett Corryn Kivett Santee, California Details
Corryn Kivett's Mariner Wealth Advisors Experience May 2015 - Present
Job Client Services Associate at Mariner Wealth Advisors
Industry Financial Services
Experience
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

Caitlyn Johnson Caitlyn Johnson Austin, Texas Details
Caitlyn Johnson's Mariner Wealth Advisors Experience August 2008 - February 2010
Job Talent Acquisition Sourcer and Coordinator at PayPal
Industry Staffing and Recruiting
Experience
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

Christopher Martin, MBA Christopher Martin, MBA Kansas City, Missouri Area Details
Christopher Martin, MBA's Mariner Wealth Advisors Experience May 2012 - September 2013
Job Accountant at Ascend Integrated Media, LLC
Industry Accounting
Experience
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

Sara Melomedov Sara Melomedov New York, New York Details
Sara Melomedov's Mariner Wealth Advisors Experience June 2014 - June 2015
Job Graduate Student at City University of New YorkHunter College
Industry Writing and Editing
Experience
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

Paul Conforti, CFP® Paul Conforti, CFP® Greater New York City Area Details
Paul Conforti, CFP®'s Mariner Wealth Advisors Experience November 1999 - Present
Job Senior Wealth Advisor at Mariner Wealth Advisors
Industry Financial Services
Experience
Mariner Wealth Advisors   November 1999 - Present

Education
Fairfield University

Joe Marmorato Joe Marmorato Greater New York City Area Details
Joe Marmorato's Mariner Wealth Advisors Experience January 2015 - Present
Job Tax Senior at Mariner Wealth Advisors
Industry Higher Education
Experience
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

Joseph Ida Joseph Ida Overland Park, Kansas Details
Joseph Ida's Mariner Wealth Advisors Experience August 2014 - Present
Job Business Development Specialist at Mariner Wealth Advisors
Industry Financial Services
Experience
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

Dee Houser Dee Houser Greater New York City Area Details
Dee Houser's Mariner Wealth Advisors Experience January 2015 - Present
Job ParaProfessional at Mariner Wealth Advisors
Industry Accounting
Experience
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

Julie Skye Julie Skye Tulsa, Oklahoma Area Details
Julie Skye's Mariner Wealth Advisors Experience August 2014 - Present
Job Senior Wealth Advisor at Mariner Wealth Advisors
Industry Investment Management
Experience
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

Joseph Hendrix, CPA Joseph Hendrix, CPA Oklahoma City, Oklahoma Area Details
Joseph Hendrix, CPA's Mariner Wealth Advisors Experience January 2015 - Present
Job Wealth Advisor at Mariner Wealth Advisors
Industry Financial Services
Experience
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

Isabella Sharo Isabella Sharo United States Details
Isabella Sharo's Mariner Wealth Advisors Experience 2015 - Present
Job Client Service Associate at Mariner Wealth Advisors
Industry Financial Services
Experience
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

Cassandra Gardner Cassandra Gardner Kansas City, Kansas Details
Cassandra Gardner's Mariner Wealth Advisors Experience January 2014 - Present
Job Client Service Associate at Mariner Wealth Advisors
Industry Financial Services
Experience
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

Cole Foster Cole Foster Tecumseh, Kansas Details
Cole Foster's Mariner Wealth Advisors Experience June 2015 - July 2015
Job Student at Kansas State University
Industry Financial Services
Experience
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

Kimber Lacey Kimber Lacey Tulsa, Oklahoma Details
Kimber Lacey's Mariner Wealth Advisors Experience August 2014 - Present
Job Client Service Associate at FirstPoint Financial, Mariner Wealth Advisors, & Adams Hall Wealth Advisors, LLC
Industry Financial Services
Experience
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

James Neville III James Neville III Dallas, Texas Details
James Neville III's Mariner Wealth Advisors Experience June 2015 - Present
Job Product Specialist at Mariner Wealth Advisors
Industry Financial Services
Experience
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

Andrea Canales Andrea Canales Wharton, New Jersey Details
Andrea Canales's Mariner Wealth Advisors Experience November 2014 - Present
Job Client Service Associate at Mariner Wealth Advisors
Industry Financial Services
Experience
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

Candice Basile Candice Basile Overland Park, Kansas Details
Candice Basile's Mariner Wealth Advisors Experience July 2008 - October 2010
Job Client Service
Industry Financial Services
Experience
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

James (Jim) Hiles James (Jim) Hiles Greater New York City Area Details
James (Jim) Hiles's Mariner Wealth Advisors Experience January 2011 - September 2013
Job Partner at Cantor Fitzgerald Wealth Partners
Industry Financial Services
Experience
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

Kim Sadowski Kim Sadowski Hillsboro, Missouri Details
Kim Sadowski's Mariner Wealth Advisors Experience July 2015 - Present
Job Client Service Associate at Mariner Wealth Advisors
Industry Financial Services
Experience
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

Amy Faulkner Amy Faulkner Kansas City, Missouri Area Details
Amy Faulkner's Mariner Wealth Advisors Experience May 2011 - Present
Job Controller at Mariner Wealth Advisors
Industry Financial Services
Experience
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

Natalie Haggard Natalie Haggard Tulsa, Oklahoma Area Details
Natalie Haggard's Mariner Wealth Advisors Experience June 2010 - Present
Job Wealth Advisor at Mariner Wealth Advisors
Industry Investment Management
Experience
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)

Stacie Neussendorfer, J.D, CFP® Stacie Neussendorfer, J.D, CFP® Greater Omaha Area Details
Stacie Neussendorfer, J.D, CFP®'s Mariner Wealth Advisors Experience July 2012 - November 2013
Job Exceeding Client Expectations Through Exceptional Performance and Ethical Conduct at Westwood Trust
Industry Financial Services
Experience
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

Steve Replogle Steve Replogle Oklahoma City, Oklahoma Details
Steve Replogle's Mariner Wealth Advisors Experience August 2015 - Present
Job Senior Wealth Advisor at Mariner Wealth Advisors
Industry Financial Services
Experience
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

Shannon Connell Shannon Connell Chicago, Illinois Details
Shannon Connell's Mariner Wealth Advisors Experience July 2010 - August 2011
Job Regional Sales Manager at Single Source U.S.
Industry Business Supplies and Equipment
Experience
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

Dave Sergas Dave Sergas Greater Philadelphia Area Details
Dave Sergas's Mariner Wealth Advisors Experience February 2011 - June 2012
Job Operations Specialist at RES Software
Industry Pharmaceuticals
Experience
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

Jeff Couch Jeff Couch Tulsa, Oklahoma Area Details
Jeff Couch's Mariner Wealth Advisors Experience May 2006 - Present
Job Executive Vice President at Mariner Wealth Advisors Oklahoma
Industry Financial Services
Experience
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

Amber Ambrose Amber Ambrose Oklahoma City, Oklahoma Area Details
Amber Ambrose's Mariner Wealth Advisors Experience September 2015 - Present
Job CSA
Industry Investment Management
Experience
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

Brett Richter Brett Richter Jericho, New York Details
Brett Richter's Mariner Wealth Advisors Experience June 2015 - Present
Job Financial Planning Intern at Mariner Wealth Advisors
Industry Financial Services
Experience
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

Justin Neuberg, CFA Justin Neuberg, CFA San Diego, California Details
Justin Neuberg, CFA's Mariner Wealth Advisors Experience June 2009 - December 2013
Job Senior Analyst at Convergence Investment Partners, LLC
Industry Investment Management
Experience
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

Justin B. McCarthy Justin B. McCarthy Greater New York City Area Details
Justin B. McCarthy's Mariner Wealth Advisors Experience May 2007 - Present
Job Partner at Mariner Wealth Advisors
Industry Financial Services
Experience
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

Hasan Chowdury Hasan Chowdury Greater New York City Area Details
Hasan Chowdury's Mariner Wealth Advisors Experience January 2014 - Present
Job Senior Financial Planning Manager at Mariner Wealth Advisors
Industry Financial Services
Experience
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

Jerrod Pearce, CPA Jerrod Pearce, CPA Leawood, Kansas Details
Jerrod Pearce, CPA's Mariner Wealth Advisors Experience May 2011 - February 2014
Job Tax Director at Creative Planning Inc.
Industry Financial Services
Experience
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

Gerame Homsany Gerame Homsany Greater San Diego Area Details
Gerame Homsany's Mariner Wealth Advisors Experience January 2011 - January 2013
Job Bond Trader at Carmel Capital Partners
Industry Financial Services
Experience
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

Janessa Gilbert Janessa Gilbert Kansas City, Missouri Area Details
Janessa Gilbert's Mariner Wealth Advisors Experience September 2010 - January 2012
Job Staff Financial Planner at Sonas Financial Group Inc
Industry Financial Services
Experience
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

Bethany Busche Bethany Busche Leawood, Kansas Details
Bethany Busche's Mariner Wealth Advisors Experience March 2015 - Present
Job Client Service Associate at Mariner Wealth Advisors
Industry Financial Services
Experience
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

Robert C. Rehm, CPA, CGMA Robert C. Rehm, CPA, CGMA Madison, New Jersey Details
Robert C. Rehm, CPA, CGMA's Mariner Wealth Advisors Experience January 2015 - Present
Job Vice President, Tax Services at Mariner Wealth Advisors
Industry Investment Management
Experience
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

Jamie Weems Jamie Weems Leawood, Kansas Details
Jamie Weems's Mariner Wealth Advisors Experience May 2014 - Present
Job Wealth Advisor at Mariner Wealth Advisors
Industry Financial Services
Experience
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

Shannon Connell Shannon Connell Kansas City, Missouri Area Details
Shannon Connell's Mariner Wealth Advisors Experience July 2010 - Present
Job Sales Associate at Mariner Wealth Advisors
Industry Investment Management
Experience
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

Jeff Maher Jeff Maher Leawood, Kansas Details
Jeff Maher's Mariner Wealth Advisors Experience September 2014 - Present
Job Senior Wealth Advisor at Mariner Wealth Advisors
Industry Financial Services
Experience
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

Richard Oler Richard Oler Joplin, Missouri Area Details
Richard Oler's Mariner Wealth Advisors Experience 2010 - Present
Job Audit Committee Member at Via Christi Health
Industry Information Technology and Services
Experience
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

Richard Cole Harper Richard Cole Harper Leawood, Kansas Details
Richard Cole Harper's Mariner Wealth Advisors Experience June 2010 - February 2012
Job Senior Investment Manager at Creative Planning Inc.
Industry Financial Services
Experience
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

Frank Torrone Frank Torrone Greater New York City Area Details
Frank Torrone's Mariner Wealth Advisors Experience January 2015 - Present
Job Financial Planning Associate at Mariner Wealth Advisors
Industry Financial Services
Experience
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

Janice Murray Janice Murray Tulsa, Oklahoma Area Details
Janice Murray's Mariner Wealth Advisors Experience 2012 - Present
Job Client Service Associate at Mariner Wealth Advisors
Industry Investment Management
Experience
Mariner Wealth Advisors   2012 - Present

Education
Oral Roberts University
Psychology

Jadin Winberg Jadin Winberg Leawood, Kansas Details
Jadin Winberg's Mariner Wealth Advisors Experience December 2013 - Present
Job Vice President of Trust and Estate Planning at Mariner Wealth Advisors
Industry Investment Management
Experience
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

Rusty Gallagher, CFP® Rusty Gallagher, CFP® Kansas City, Missouri Area Details
Rusty Gallagher, CFP®'s Mariner Wealth Advisors Experience May 2011 - Present
Job Wealth Advisor at Mariner Wealth Advisors
Industry Financial Services
Experience
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

Jennifer Geis Jennifer Geis United States Details
Jennifer Geis's Mariner Wealth Advisors Experience 2015 - Present
Job Tax Senior at Mariner Wealth Advisors Madison
Industry
Experience
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

Andy Gustafson Andy Gustafson Leawood, Kansas Details
Andy Gustafson's Mariner Wealth Advisors Experience September 2014 - Present
Job Client Service Associate Mariner Wealth Advisors
Industry Investment Management
Experience
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

Briana Struemph Briana Struemph Kansas City, Missouri Area Details
Briana Struemph's Mariner Wealth Advisors Experience August 2011 - Present
Job Wealth Advisor at Mariner Wealth Advisors
Industry Financial Services
Experience
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

Raymon Escarfuller Raymon Escarfuller Greater New York City Area Details
Raymon Escarfuller's Mariner Wealth Advisors Experience February 2014 - Present
Job Junior Financial Planning Associate at RR Advisory Group, LLC
Industry Accounting
Experience
Mariner Wealth Advisors   February 2014 - Present
Mount Sinai Medical Center  February 2011 - February 2014

Education
Baruch College, City University of New York (CUNY)

Mark Christian Scharosch Mark Christian Scharosch Leawood, Kansas Details
Mark Christian Scharosch's Mariner Wealth Advisors Experience May 2010 - January 2011
Job Senior Accountant Tax Services at Corridor InfraTrust Management, LLC
Industry Accounting
Experience
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

Brianna Ghosn Brianna Ghosn Tulsa, Oklahoma Area Details
Brianna Ghosn's Mariner Wealth Advisors Experience June 2013 - Present
Job Wealth Advisor at Mariner Wealth Advisors
Industry Financial Services
Experience
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

Andrea Fullerton Andrea Fullerton Greater Denver Area Details
Andrea Fullerton's Mariner Wealth Advisors Experience March 2005 - May 2014
Job
Industry
Experience
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