Montage Investments
Industry: Company
DescriptionSubsidiaries: Flyover Capital, Parent organization: Mariner Holdings, LLC
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Montage Investments Employees
Employee
Years
Job
Industry
Maury Wiles Maury Wiles's Montage Investments Experience January 2015 - Present
Job Regional Consultant at Montage Investments
Industry Financial Services
Experience
Montage Investments January 2015 - Present
Woodside Health & Tennis Club June 2010 - Present
C.H. Robinson December 2013 - December 2014
C.H. Robinson December 2011 - December 2013
Skills
Sales, Account Management, Customer Service, Customer Retention, Freight Transportation, LTL, Freight Brokerage, Social Media, Social Networking, Strategic Partnerships, Cold Calling, Freight, Warehousing, Sales Process, Team Building, Supply Chain, Transportation, Logistics, Management, Sales Management, Strategic Planning
Education
Baker University 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
Central Missouri State University 2004 — 2008
Bachelor of Arts (B.A.), Communication, General
Montage Investments January 2015 - Present
Woodside Health & Tennis Club June 2010 - Present
C.H. Robinson December 2013 - December 2014
C.H. Robinson December 2011 - December 2013
Skills
Sales, Account Management, Customer Service, Customer Retention, Freight Transportation, LTL, Freight Brokerage, Social Media, Social Networking, Strategic Partnerships, Cold Calling, Freight, Warehousing, Sales Process, Team Building, Supply Chain, Transportation, Logistics, Management, Sales Management, Strategic Planning
Education
Baker University 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
Central Missouri State University 2004 — 2008
Bachelor of Arts (B.A.), Communication, General
Judy Gutierrez Judy Gutierrez's Montage Investments Experience March 2013 - April 2014
Job Bilingual Retirement Education Manager
Industry Financial Services
Experience
OneAmerica September 2015 - Present
Mariner Retirement Advisors May 2014 - August 2015
Montage Investments March 2013 - April 2014
American Century Investments September 2007 - September 2012
Skills
Mutual Funds, Series 63, Series 6, 401k, Asset Allocation, Retirement, Bilingual-English/Spanis..., Investments, Alternative Investments, Defined Benefit, CMFC, IRAs, 401k Rollovers, Retirement Planning, Series 65, series
Education
Rockhurst University 2002 — 2006
Bachelors of Science in Business Administration, Finance/Economics and Spanish
St Teresas Academy 1998 — 2002
High School
Baker University
Master of Business Administration (MBA), N/A
OneAmerica September 2015 - Present
Mariner Retirement Advisors May 2014 - August 2015
Montage Investments March 2013 - April 2014
American Century Investments September 2007 - September 2012
Skills
Mutual Funds, Series 63, Series 6, 401k, Asset Allocation, Retirement, Bilingual-English/Spanis..., Investments, Alternative Investments, Defined Benefit, CMFC, IRAs, 401k Rollovers, Retirement Planning, Series 65, series
Education
Rockhurst University 2002 — 2006
Bachelors of Science in Business Administration, Finance/Economics and Spanish
St Teresas Academy 1998 — 2002
High School
Baker University
Master of Business Administration (MBA), N/A
Bill Wolfe Bill Wolfe's Montage Investments Experience June 2014 - Present
Job Regional Vice President at Montage Investments
Industry Financial Services
Experience
Montage Investments June 2014 - Present
Eaton Vance November 2008 - June 2014
Eaton Vance September 2007 - November 2008
Skills
Series 63, Mutual Funds, Alternative Investments, Series 6, Separately Managed..., Investments, Asset Allocation, Retirement Planning, Wealth Management, ETFs, Investment Strategies, Equities
Education
Gettysburg College 2001 — 2006
Loomis Chaffee School 2000 — 2001
Winchester High School 1996 — 2000
Montage Investments June 2014 - Present
Eaton Vance November 2008 - June 2014
Eaton Vance September 2007 - November 2008
Skills
Series 63, Mutual Funds, Alternative Investments, Series 6, Separately Managed..., Investments, Asset Allocation, Retirement Planning, Wealth Management, ETFs, Investment Strategies, Equities
Education
Gettysburg College 2001 — 2006
Loomis Chaffee School 2000 — 2001
Winchester High School 1996 — 2000
Rachel Vanourny Rachel Vanourny's Montage Investments Experience September 2013 - Present
Job Marketing Coordinator at Montage Investments
Industry Public Relations and Communications
Experience
Montage Investments September 2013 - Present
Education
University of Northern Iowa 2007 — 2011
Bachelor of Arts, Public Relations
Montage Investments September 2013 - Present
Education
University of Northern Iowa 2007 — 2011
Bachelor of Arts, Public Relations
Brian Heithoff, MBA, CFP® Brian Heithoff, MBA, CFP®'s Montage Investments Experience October 2014 - Present
Job Practice Management Consultant at Montage Investments Betterment Institutional
Industry Financial Services
Experience
Montage Investments October 2014 - Present
Frontier Wealth Management, LLC June 2013 - October 2014
Heithoff Wealth Management, LLC November 2009 - June 2013
Securities America, Inc. Member FINRA/SIPC March 1996 - November 2009
Robert W. Baird & Co. June 1994 - January 1996
Skills
Investments, Financial Planning, Wealth Management, Portfolio Management, Economic Modeling, New Business Development, Research, Securities, Asset Management, Financial Analysis, Insurance, Series 7, Retirement Planning, Risk Management, Estate Planning, Business Planning, Strategic Planning, Equities, Fixed Income, Financial Management, Bonds, Mutual Funds, Financial Modeling, Financial Advisory, Annuities, Investment Advisory, Business Strategy, Strategic Financial..., Financial Planners, Investment Management, Financial Services, FINRA, Managerial Finance, Fixed Annuities, Retirement
Education
Creighton University's Heider College of Business
MBA, Finance
Dowling Catholic High School
University of Iowa - Henry B. Tippie College of Business
BBA, Finance
Montage Investments October 2014 - Present
Frontier Wealth Management, LLC June 2013 - October 2014
Heithoff Wealth Management, LLC November 2009 - June 2013
Securities America, Inc. Member FINRA/SIPC March 1996 - November 2009
Robert W. Baird & Co. June 1994 - January 1996
Skills
Investments, Financial Planning, Wealth Management, Portfolio Management, Economic Modeling, New Business Development, Research, Securities, Asset Management, Financial Analysis, Insurance, Series 7, Retirement Planning, Risk Management, Estate Planning, Business Planning, Strategic Planning, Equities, Fixed Income, Financial Management, Bonds, Mutual Funds, Financial Modeling, Financial Advisory, Annuities, Investment Advisory, Business Strategy, Strategic Financial..., Financial Planners, Investment Management, Financial Services, FINRA, Managerial Finance, Fixed Annuities, Retirement
Education
Creighton University's Heider College of Business
MBA, Finance
Dowling Catholic High School
University of Iowa - Henry B. Tippie College of Business
BBA, Finance
Andrew Good, CFA Andrew Good, CFA's Montage Investments Experience October 2012 - October 2013
Job Product Specialist at 440 Investment Group
Industry Financial Services
Experience
440 Investment Group October 2013 - Present
Montage Investments October 2012 - October 2013
InsideResponse October 2011 - October 2012
Nuveen Investments September 2008 - October 2011
Education
Miami University 2004 — 2008
Bachelor of Science, Finance
Pembroke Hill
440 Investment Group October 2013 - Present
Montage Investments October 2012 - October 2013
InsideResponse October 2011 - October 2012
Nuveen Investments September 2008 - October 2011
Education
Miami University 2004 — 2008
Bachelor of Science, Finance
Pembroke Hill
Nathan Biggerstaff's Montage Investments Experience September 2014 - Present
Job Regional Consultant at Montage Investments
Industry Financial Services
Experience
Montage Investments September 2014 - Present
Space Camp Turkey May 2014 - August 2014
Mooremans Southside Bar and Deli 2010 - 2014
Community Mental Health Center of Crawford County May 2009 - May 2011
Yard Boys LLC May 2005 - May 2010
Skills
Direct Sales, Marketing, Social Media Marketing, Team Leadership, Leadership, Management, Team Building, Written & Oral..., Small Business, Written & Verbal..., Small Business Marketing, Profit/Loss..., Product Marketing, Promotions, Employee Training, Hiring, Economics, Inventory Control, Service Standards, Business Profitability, Increase Productivity, Meeting Scheduling, Meeting Planning, Business Planning, Technology, Educational Leadership, Organizational..., Marketing Strategy, Project Management, Presentation Design, Community Service, Community Outreach, International Students, Bar Management, Bartending, Mentoring, Teaching, Stress Management, Counselor Education, HIPAA, Mental Health Counseling, Languages, Landscaping, Lawn Care, Landscape Design, Dependable Team Player, Motivated self-starter, Sales
Education
Pittsburg State University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Olathe North High School 2004 — 2007
High School Diploma
Montage Investments September 2014 - Present
Space Camp Turkey May 2014 - August 2014
Mooremans Southside Bar and Deli 2010 - 2014
Community Mental Health Center of Crawford County May 2009 - May 2011
Yard Boys LLC May 2005 - May 2010
Skills
Direct Sales, Marketing, Social Media Marketing, Team Leadership, Leadership, Management, Team Building, Written & Oral..., Small Business, Written & Verbal..., Small Business Marketing, Profit/Loss..., Product Marketing, Promotions, Employee Training, Hiring, Economics, Inventory Control, Service Standards, Business Profitability, Increase Productivity, Meeting Scheduling, Meeting Planning, Business Planning, Technology, Educational Leadership, Organizational..., Marketing Strategy, Project Management, Presentation Design, Community Service, Community Outreach, International Students, Bar Management, Bartending, Mentoring, Teaching, Stress Management, Counselor Education, HIPAA, Mental Health Counseling, Languages, Landscaping, Lawn Care, Landscape Design, Dependable Team Player, Motivated self-starter, Sales
Education
Pittsburg State University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Olathe North High School 2004 — 2007
High School Diploma
David Perkes, CIMA® David Perkes, CIMA®'s Montage Investments Experience September 2011 - Present
Job Regional Vice President
Industry Financial Services
Experience
Montage Investments September 2011 - Present
Old Mutual Asset Management July 2009 - August 2011
Old Mutual Capital September 2007 - August 2009
Old Mutual Capital June 2005 - September 2007
Old Mutual Capital 2004 - 2005
Jackson National Life 2002 - 2004
Janus Capital Group 2000 - 2002
Skills
FINRA Series 6, Series 7, Series 24, Series 63, Series 66, Alternative Investments, Mutual Funds, Hedge Funds, Separately Managed..., Wholesaling, Registered Investment..., Captives, Territory Account..., Presentations, Sales Prospecting
Education
San Diego State University-California State University 1993 — 1996
B.S.
Montage Investments September 2011 - Present
Old Mutual Asset Management July 2009 - August 2011
Old Mutual Capital September 2007 - August 2009
Old Mutual Capital June 2005 - September 2007
Old Mutual Capital 2004 - 2005
Jackson National Life 2002 - 2004
Janus Capital Group 2000 - 2002
Skills
FINRA Series 6, Series 7, Series 24, Series 63, Series 66, Alternative Investments, Mutual Funds, Hedge Funds, Separately Managed..., Wholesaling, Registered Investment..., Captives, Territory Account..., Presentations, Sales Prospecting
Education
San Diego State University-California State University 1993 — 1996
B.S.
Jake Robertson Jake Robertson's Montage Investments Experience July 2014 - Present
Job Regional Consultant at Montage Investments
Industry Financial Services
Experience
Montage Investments July 2014 - Present
Homestead Financial Mortgage January 2011 - July 2014
Centriq Training October 2008 - October 2010
Wells Fargo Home Mortgage December 2005 - October 2008
Principal Residential Mortgage, Inc 2002 - 2004
Perfect Commerce 2000 - 2001
Skills
Customer Service, Time Management, Training, Leadership, Sales, Management, Recruiting, Microsoft Office, Marketing, Cold Calling, Account Management, Team Building, Customer Satisfaction, Troubleshooting, Networking, CRM, Salesforce.com, Strategic Planning, Coaching, Public Speaking, Selling, Program Management
Education
University of Missouri-Columbia 1995 — 2000
BA, Psychology
Montage Investments July 2014 - Present
Homestead Financial Mortgage January 2011 - July 2014
Centriq Training October 2008 - October 2010
Wells Fargo Home Mortgage December 2005 - October 2008
Principal Residential Mortgage, Inc 2002 - 2004
Perfect Commerce 2000 - 2001
Skills
Customer Service, Time Management, Training, Leadership, Sales, Management, Recruiting, Microsoft Office, Marketing, Cold Calling, Account Management, Team Building, Customer Satisfaction, Troubleshooting, Networking, CRM, Salesforce.com, Strategic Planning, Coaching, Public Speaking, Selling, Program Management
Education
University of Missouri-Columbia 1995 — 2000
BA, Psychology
Jon Svensson's Montage Investments Experience September 2014 - Present
Job Marketing Manager at Montage Investments
Industry Marketing and Advertising
Experience
Montage Investments September 2014 - Present
Huron Consulting Group 2013 - 2014
Navigant Consulting 2012 - 2013
Luminate Marketing 2011 - 2012
Air Cycle Corporation 2008 - 2011
Skills
Online Marketing, Email Marketing, SEO, SEM, Google Analytics, Marketing Strategy, Online Advertising, PPC, Integrated Marketing, Strategy, Team Leadership, Wordpress, B2B, Sitecore, Mobile Marketing, Omniture, Project Management, Project Coordination, Project Execution, SharePoint, ExactTarget, Problem Solving, Digital Marketing, Analytics
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2014
Master of Business Administration (MBA), Business Strategy & Decision Making
Wheaton College 2003 — 2007
BA, Business/Economics, Christian Education
Montage Investments September 2014 - Present
Huron Consulting Group 2013 - 2014
Navigant Consulting 2012 - 2013
Luminate Marketing 2011 - 2012
Air Cycle Corporation 2008 - 2011
Skills
Online Marketing, Email Marketing, SEO, SEM, Google Analytics, Marketing Strategy, Online Advertising, PPC, Integrated Marketing, Strategy, Team Leadership, Wordpress, B2B, Sitecore, Mobile Marketing, Omniture, Project Management, Project Coordination, Project Execution, SharePoint, ExactTarget, Problem Solving, Digital Marketing, Analytics
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2014
Master of Business Administration (MBA), Business Strategy & Decision Making
Wheaton College 2003 — 2007
BA, Business/Economics, Christian Education
Jill Wetz Jill Wetz's Montage Investments Experience October 2014 - Present
Job Betterment Institutional Practice Management Consultant at Montage Investments
Industry Financial Services
Experience
Montage Investments October 2014 - Present
Montage Investments July 2013 - October 2014
TD Ameritrade December 2007 - July 2013
Skills
Series 7, Series 66, Series 63, Uniform Combined State..., Mutual Funds, Asset Allocation, Investment Strategies
Education
University of Iowa 2001 — 2005
Bachelor's degree, Economics
Montage Investments October 2014 - Present
Montage Investments July 2013 - October 2014
TD Ameritrade December 2007 - July 2013
Skills
Series 7, Series 66, Series 63, Uniform Combined State..., Mutual Funds, Asset Allocation, Investment Strategies
Education
University of Iowa 2001 — 2005
Bachelor's degree, Economics
Alexis Paolantonio Pickard Alexis Paolantonio Pickard's Montage Investments Experience March 2012 - Present
Job Vice President, Strategic Client Group at Montage Investments
Industry Financial Services
Experience
Montage Investments March 2012 - Present
Tortoise Capital Advisors October 2011 - March 2012
Hilliard Lyons June 2010 - October 2011
The Hartford January 2007 - June 2010
Vanguard June 2005 - January 2007
Education
Shippensburg University of Pennsylvania 2001 — 2005
Communication Journalism, Public Relations
Montage Investments March 2012 - Present
Tortoise Capital Advisors October 2011 - March 2012
Hilliard Lyons June 2010 - October 2011
The Hartford January 2007 - June 2010
Vanguard June 2005 - January 2007
Education
Shippensburg University of Pennsylvania 2001 — 2005
Communication Journalism, Public Relations
Jeffrey Miller, CIMA Jeffrey Miller, CIMA's Montage Investments Experience September 2010 - January 2013
Job Bank of America l Merrill Edge
Industry Financial Services
Experience
Four Wood Capital Partners, LLC August 2013 - January 2015
Montage Investments September 2010 - January 2013
BlackRock January 2004 - March 2009
Citizens Funds September 2000 - December 2003
IXIS Asset Management January 1998 - August 2000
Skills
Investments, Mutual Funds, Series 7, Alternative Investments, Asset Allocation, ETFs, Series 63, Wealth Management, Financial Advisory, Separately Managed..., Asset Management, Series 6, Series 65, Equities, Bonds, Financial Services, Fixed Income, Hedge Funds, Investment Advisory, Investment Management, Investment Strategies, Portfolio Management, Retirement, Retirement Planning, Securities, 401k, Estate Planning, FINRA, Financial Planners, Fixed Annuities, IRAs, Insurance, Management, Sales, Series 24, Strategic Financial..., Uniform Combined State..., Variable Annuities, Wealth, Wealth Management..., Financial Planning
Education
University of New Hampshire - Whittemore School of Business and Economics
Bachelor of Science, Business Administration
Suffolk University - Sawyer School of Management
MBA, Business Administration
University of Pennsylvania - The Wharton School
CIMA, Certified Investment Management Analyst
The Rivers School
High School
Four Wood Capital Partners, LLC August 2013 - January 2015
Montage Investments September 2010 - January 2013
BlackRock January 2004 - March 2009
Citizens Funds September 2000 - December 2003
IXIS Asset Management January 1998 - August 2000
Skills
Investments, Mutual Funds, Series 7, Alternative Investments, Asset Allocation, ETFs, Series 63, Wealth Management, Financial Advisory, Separately Managed..., Asset Management, Series 6, Series 65, Equities, Bonds, Financial Services, Fixed Income, Hedge Funds, Investment Advisory, Investment Management, Investment Strategies, Portfolio Management, Retirement, Retirement Planning, Securities, 401k, Estate Planning, FINRA, Financial Planners, Fixed Annuities, IRAs, Insurance, Management, Sales, Series 24, Strategic Financial..., Uniform Combined State..., Variable Annuities, Wealth, Wealth Management..., Financial Planning
Education
University of New Hampshire - Whittemore School of Business and Economics
Bachelor of Science, Business Administration
Suffolk University - Sawyer School of Management
MBA, Business Administration
University of Pennsylvania - The Wharton School
CIMA, Certified Investment Management Analyst
The Rivers School
High School
Tony Schuetz's Montage Investments Experience October 2014 - Present
Job Regional Consultant at Montage Investments
Industry Financial Services
Experience
Montage Investments October 2014 - Present
Sprint May 2013 - October 2014
Freightquote.com June 2009 - May 2013
Freightquote.com June 2011 - November 2011
Life Time Fitness 2006 - 2009
Education
University of Kansas 2002 — 2006
Communication Studies, Focus on interpersonal and relational communication and integration of speaking and listening skills
Saint Thomas Aquinas 1998 — 2002
Montage Investments October 2014 - Present
Sprint May 2013 - October 2014
Freightquote.com June 2009 - May 2013
Freightquote.com June 2011 - November 2011
Life Time Fitness 2006 - 2009
Education
University of Kansas 2002 — 2006
Communication Studies, Focus on interpersonal and relational communication and integration of speaking and listening skills
Saint Thomas Aquinas 1998 — 2002
Katrina Radenberg, CFA's Montage Investments Experience October 2007 - Present
Job Director, Business Strategy & Product Development at Montage Investments
Industry Investment Management
Experience
Montage Investments October 2007 - Present
Waddell & Reed July 2006 - October 2007
FB Capital Managment 2001 - 2006
Education
Kansas State University 1998 — 2002
Bachelor of Science, Finance
Montage Investments October 2007 - Present
Waddell & Reed July 2006 - October 2007
FB Capital Managment 2001 - 2006
Education
Kansas State University 1998 — 2002
Bachelor of Science, Finance
Joe Flores, CAIA's Montage Investments Experience November 2010 - Present
Job Montage Investments
Industry Investment Management
Experience
Becky's Warriors NFP January 2015 - Present
Montage Investments November 2010 - Present
Education
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
B.S., Finance
Marian Catholic HS
Becky's Warriors NFP January 2015 - Present
Montage Investments November 2010 - Present
Education
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
B.S., Finance
Marian Catholic HS
Vincent Rupp Vincent Rupp's Montage Investments Experience April 2013 - Present
Job Vice President, Strategic Client Group at Montage Investments
Industry Financial Services
Experience
Montage Investments April 2013 - Present
Montage Investments August 2011 - April 2013
Ivy Funds May 2008 - July 2011
Ivy Funds Distributor, Inc. November 2004 - May 2008
The University of Kansas 2000 - 2002
Skills
Series 7, Series 63, Series 65, Series 6, Investments, Alternative Investments, Separately Managed..., Mutual Funds, Closed-end Funds, Asset Allocation, Public Speaking, Hedge Funds, Salesforce.com, Retirement Planning, ETFs, Financial Advisory
Education
Avila University 2003 — 2006
MBA, General Management
The University of Kansas 1998 — 2002
Rockhurst High School 1994 — 1998
Montage Investments April 2013 - Present
Montage Investments August 2011 - April 2013
Ivy Funds May 2008 - July 2011
Ivy Funds Distributor, Inc. November 2004 - May 2008
The University of Kansas 2000 - 2002
Skills
Series 7, Series 63, Series 65, Series 6, Investments, Alternative Investments, Separately Managed..., Mutual Funds, Closed-end Funds, Asset Allocation, Public Speaking, Hedge Funds, Salesforce.com, Retirement Planning, ETFs, Financial Advisory
Education
Avila University 2003 — 2006
MBA, General Management
The University of Kansas 1998 — 2002
Rockhurst High School 1994 — 1998
Whitney Gallagher Whitney Gallagher's Montage Investments Experience April 2012 - October 2015
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
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
Jason McElwee, AIF®'s Montage Investments Experience January 2013 - Present
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
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
Matt Heimann Matt Heimann's Montage Investments Experience November 2014 - July 2015
Job Portfolio Manager
Industry Investment Management
Experience
Logia Portfolio Management August 2015 - Present
Montage Investments November 2014 - July 2015
Federal Reserve Bank of Kansas City March 2013 - November 2014
Federal Reserve Bank of Kansas City May 2009 - March 2013
Auto-Owners Insurance June 2007 - April 2009
Skills
Credit Analysis, Banking, Financial Risk, Credit Risk, Credit, Loans, Commercial Banking, Financial Analysis, Risk Management, AML, Public Speaking, Data Analysis, Morningstar, Zephyr Style Advisor, Bloomberg, Series 65
Education
University of Missouri-Kansas City 2010 — 2012
Master of Business Administration (M.B.A.), Finance and Entrepreneurship
University of Missouri-Columbia 2005 — 2009
Bachelor of Science in Business Administration, Finance
Logia Portfolio Management August 2015 - Present
Montage Investments November 2014 - July 2015
Federal Reserve Bank of Kansas City March 2013 - November 2014
Federal Reserve Bank of Kansas City May 2009 - March 2013
Auto-Owners Insurance June 2007 - April 2009
Skills
Credit Analysis, Banking, Financial Risk, Credit Risk, Credit, Loans, Commercial Banking, Financial Analysis, Risk Management, AML, Public Speaking, Data Analysis, Morningstar, Zephyr Style Advisor, Bloomberg, Series 65
Education
University of Missouri-Kansas City 2010 — 2012
Master of Business Administration (M.B.A.), Finance and Entrepreneurship
University of Missouri-Columbia 2005 — 2009
Bachelor of Science in Business Administration, Finance
Charles Welsh Charles Welsh's Montage Investments Experience July 2015 - Present
Job Managing Director Business Development at Montage Investments
Industry Financial Services
Experience
Montage Investments July 2015 - Present
DST Brokerage Solutions July 2011 - July 2015
DST Systems September 1992 - August 2011
Education
Rockhurst University
MBA, Marketing
Montage Investments July 2015 - Present
DST Brokerage Solutions July 2011 - July 2015
DST Systems September 1992 - August 2011
Education
Rockhurst University
MBA, Marketing
Kahle Greenfield Kahle Greenfield's Montage Investments Experience March 2011 - May 2012
Job Regional Consultant at WealthVest
Industry Financial Services
Experience
WealthVest April 2015 - Present
Klogs USA 2014 - Present
Multi-Funds LLC. June 2012 - June 2014
Montage Investments March 2011 - May 2012
RiverSource Investments August 2008 - April 2010
J&W Seligman August 2008 - April 2010
OppenheimerFunds January 2003 - August 2008
OppenheimerFunds September 2000 - January 2003
Skills
Mutual Funds, Separately Managed..., Alternative Investments, Asset Managment, Hedge Funds, Asset Allocation, FINRA, Series 7, Public Speaking, Consultative Sales..., Territory Management, Fixed Income
Education
University of Nebraska at Kearney
WealthVest April 2015 - Present
Klogs USA 2014 - Present
Multi-Funds LLC. June 2012 - June 2014
Montage Investments March 2011 - May 2012
RiverSource Investments August 2008 - April 2010
J&W Seligman August 2008 - April 2010
OppenheimerFunds January 2003 - August 2008
OppenheimerFunds September 2000 - January 2003
Skills
Mutual Funds, Separately Managed..., Alternative Investments, Asset Managment, Hedge Funds, Asset Allocation, FINRA, Series 7, Public Speaking, Consultative Sales..., Territory Management, Fixed Income
Education
University of Nebraska at Kearney
Taylor Dorman's Montage Investments Experience April 2013 - April 2015
Job Regional Vice President at Cognios Capital
Industry Financial Services
Experience
Cognios Capital April 2015 - Present
Montage Investments April 2013 - April 2015
American Century Investments July 2012 - April 2013
Jack Stack Barbecue April 2011 - July 2011
Jack Stack Barbecue May 2010 - August 2010
Skills
Series 63, Mutual Funds, Asset Allocation, Series 6, Account Management, Series 65
Education
University of Kansas 2008 — 2012
Bachelor of Science, Marketing
Rockhurst High School 2004 — 2008
Cognios Capital April 2015 - Present
Montage Investments April 2013 - April 2015
American Century Investments July 2012 - April 2013
Jack Stack Barbecue April 2011 - July 2011
Jack Stack Barbecue May 2010 - August 2010
Skills
Series 63, Mutual Funds, Asset Allocation, Series 6, Account Management, Series 65
Education
University of Kansas 2008 — 2012
Bachelor of Science, Marketing
Rockhurst High School 2004 — 2008
Christopher Giacone's Montage Investments Experience September 2011 - January 2014
Job Regional Vice President at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners February 2014 - Present
Montage Investments September 2011 - January 2014
BlackRock December 2010 - August 2011
New York Life & MainStay Investments March 2008 - December 2009
Van Eck Global April 2006 - November 2007
Computing Concepts Inc. May 2005 - March 2006
Skills
FINRA Series 3, 6, 7,..., New Jersey Life and..., Mutual Funds, ETFs, Alternative Investments, Investments, Asset Management, Asset Managment
Education
University of Rhode Island 2002 — 2005
Bachelor of Arts (B.A.), History
Guggenheim Partners February 2014 - Present
Montage Investments September 2011 - January 2014
BlackRock December 2010 - August 2011
New York Life & MainStay Investments March 2008 - December 2009
Van Eck Global April 2006 - November 2007
Computing Concepts Inc. May 2005 - March 2006
Skills
FINRA Series 3, 6, 7,..., New Jersey Life and..., Mutual Funds, ETFs, Alternative Investments, Investments, Asset Management, Asset Managment
Education
University of Rhode Island 2002 — 2005
Bachelor of Arts (B.A.), History
James Neville III James Neville III's Montage Investments Experience May 2014 - August 2014
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
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
Patrick Fletcher Patrick Fletcher's Montage Investments Experience July 2014 - Present
Job Regional Consultant at Montage Investments
Industry Financial Services
Experience
Montage Investments July 2014 - Present
Echo Global Logistics July 2013 - June 2014
The Mutual Fund Store May 2012 - August 2012
Celebration Party Rentals 2010 - 2011
Education
University of Missouri-Columbia 2009 — 2013
Finance, Senior
Rockhurst High School 2005 — 2009
Bachelor of Science (B.S.), Finance, General
Montage Investments July 2014 - Present
Echo Global Logistics July 2013 - June 2014
The Mutual Fund Store May 2012 - August 2012
Celebration Party Rentals 2010 - 2011
Education
University of Missouri-Columbia 2009 — 2013
Finance, Senior
Rockhurst High School 2005 — 2009
Bachelor of Science (B.S.), Finance, General
Brett Frascati Brett Frascati's Montage Investments Experience March 2013 - September 2014
Job Regional Director at PVG Asset Management Corp.
Industry Financial Services
Experience
PVG Asset Management Corp. September 2014 - Present
Montage Investments March 2013 - September 2014
Waddell & Reed September 2012 - March 2013
Jackson National Life May 2010 - September 2012
Charles Schwab March 2008 - April 2010
Education
California State University-Sacramento 2003 — 2007
Bachelor of Science (B.S.), Finance
National Outdoor Leadership School
Baja Mexico, completed courses in kayaking, backpacking, & sailing
University of Alaska Anchorage 2000 — 2001
Business Administration and Management, General
PVG Asset Management Corp. September 2014 - Present
Montage Investments March 2013 - September 2014
Waddell & Reed September 2012 - March 2013
Jackson National Life May 2010 - September 2012
Charles Schwab March 2008 - April 2010
Education
California State University-Sacramento 2003 — 2007
Bachelor of Science (B.S.), Finance
National Outdoor Leadership School
Baja Mexico, completed courses in kayaking, backpacking, & sailing
University of Alaska Anchorage 2000 — 2001
Business Administration and Management, General
Jacob Ford Jacob Ford's Montage Investments Experience January 2015 - Present
Job Regional Consultant for Montage Investments
Industry Financial Services
Experience
Montage Investments January 2015 - Present
Merrill Edge September 2013 - January 2015
American Century Investments June 2011 - July 2012
American Century Investments September 2010 - June 2011
American Century Investments October 2008 - March 2011
H&R Block Financial Advisors January 2006 - October 2008
Skills
Series 7, Mutual Funds, Series 66, CMFC, Series 63, Series 6, Alternative Investments, Retirement Planning, Fixed Annuities, Investment Strategies, Financial Advisory, Equities, Investments, Fixed Income, Investment Advisory, Asset Managment, 401k, Strategic Financial..., Bonds, Asset Allocation, Retirement, Securities, Portfolio Management, Financial Services, Investment Management, Salesforce.com, Sales, Bloomberg, Morningstar, Morningstar Direct, Customer Service, Microsoft Excel, Economics, FINRA, Finance, Certified Financial...
Education
University of Missouri-Kansas City
Economics
Montage Investments January 2015 - Present
Merrill Edge September 2013 - January 2015
American Century Investments June 2011 - July 2012
American Century Investments September 2010 - June 2011
American Century Investments October 2008 - March 2011
H&R Block Financial Advisors January 2006 - October 2008
Skills
Series 7, Mutual Funds, Series 66, CMFC, Series 63, Series 6, Alternative Investments, Retirement Planning, Fixed Annuities, Investment Strategies, Financial Advisory, Equities, Investments, Fixed Income, Investment Advisory, Asset Managment, 401k, Strategic Financial..., Bonds, Asset Allocation, Retirement, Securities, Portfolio Management, Financial Services, Investment Management, Salesforce.com, Sales, Bloomberg, Morningstar, Morningstar Direct, Customer Service, Microsoft Excel, Economics, FINRA, Finance, Certified Financial...
Education
University of Missouri-Kansas City
Economics
Matthew Fitzgerald, MBA Matthew Fitzgerald, MBA's Montage Investments Experience April 2012 - Present
Job
Industry Financial Services
Experience
Montage Investments April 2012 - Present
Education
Texas Christian University 1992 — 1996
BBA
Rockhurst University 1998 — 2000
MBA
Rockhurst High School 1988 — 1992
Montage Investments April 2012 - Present
Education
Texas Christian University 1992 — 1996
BBA
Rockhurst University 1998 — 2000
MBA
Rockhurst High School 1988 — 1992
Robert Capobianco, CIMA® Robert Capobianco, CIMA®'s Montage Investments Experience April 2011 - January 2015
Job Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners January 2015 - Present
Montage Investments April 2011 - January 2015
ICON Capital Corp. April 2009 - April 2011
AllianceBernstein April 2007 - April 2009
Skills
Investments, Mutual Funds, Asset Management, Equities, Series 7, Series 63, Fixed Income, ETFs, Hedge Funds, Asset Allocation, Separately Managed..., Alternative Investments, Financial Advisory, Portfolio Management, Securities, Retirement Planning, Wealth Management
Education
Wharton School, University of Pennsylvania 2012 — 2012
CIMA, Finance
University at Albany, SUNY 2002 — 2005
B.A. Arts, Political Science
Guggenheim Partners January 2015 - Present
Montage Investments April 2011 - January 2015
ICON Capital Corp. April 2009 - April 2011
AllianceBernstein April 2007 - April 2009
Skills
Investments, Mutual Funds, Asset Management, Equities, Series 7, Series 63, Fixed Income, ETFs, Hedge Funds, Asset Allocation, Separately Managed..., Alternative Investments, Financial Advisory, Portfolio Management, Securities, Retirement Planning, Wealth Management
Education
Wharton School, University of Pennsylvania 2012 — 2012
CIMA, Finance
University at Albany, SUNY 2002 — 2005
B.A. Arts, Political Science
Amanda Campbell's Montage Investments Experience November 2014 - Present
Job Regional Consultant at Montage Investments
Industry Financial Services
Experience
Montage Investments November 2014 - Present
The Special Needs Planning Center @ CommunityAmerica October 2013 - November 2014
HighPointe Financial Group, LLC September 2011 - September 2013
Hotel, The Jones, Mosaic, Blonde, and MiCocina Nightclubs April 2003 - June 2013
El Centro Inc 2003 - 2006
BuilderConsulting.com 2003 - 2005
Latin Immersion 2002 - 2003
Skills
Marketing, Event Planning, Customer Service, Sales, Public Relations, Insurance, Marketing Strategy, Finance, Nonprofits, Public Speaking, Strategic Planning, Social Media, Non-profits, English, Budgets, Management, Team Building, Leadership, Account Management, Social Media Marketing, New Business Development, Press Releases, Financial Analysis, Business Development, Strategic Financial..., Negotiation, Microsoft Office, Analysis, Marketing Communications, Microsoft Excel, Team Leadership, Coaching, Project Management, Entrepreneurship, Microsoft Word, Training, Credit
Education
Arizona State University - W. P. Carey School of Business 2011 — 2012
MBA
Drake University 1998 — 2002
Bachelor of Arts, Graphic Design
Drake University 1998 — 2002
Bachelor of Business and Administration, Marketing
Montage Investments November 2014 - Present
The Special Needs Planning Center @ CommunityAmerica October 2013 - November 2014
HighPointe Financial Group, LLC September 2011 - September 2013
Hotel, The Jones, Mosaic, Blonde, and MiCocina Nightclubs April 2003 - June 2013
El Centro Inc 2003 - 2006
BuilderConsulting.com 2003 - 2005
Latin Immersion 2002 - 2003
Skills
Marketing, Event Planning, Customer Service, Sales, Public Relations, Insurance, Marketing Strategy, Finance, Nonprofits, Public Speaking, Strategic Planning, Social Media, Non-profits, English, Budgets, Management, Team Building, Leadership, Account Management, Social Media Marketing, New Business Development, Press Releases, Financial Analysis, Business Development, Strategic Financial..., Negotiation, Microsoft Office, Analysis, Marketing Communications, Microsoft Excel, Team Leadership, Coaching, Project Management, Entrepreneurship, Microsoft Word, Training, Credit
Education
Arizona State University - W. P. Carey School of Business 2011 — 2012
MBA
Drake University 1998 — 2002
Bachelor of Arts, Graphic Design
Drake University 1998 — 2002
Bachelor of Business and Administration, Marketing
Jerrod Appenzeller Jerrod Appenzeller's Montage Investments Experience May 2011 - August 2011
Job VP Credit Risk Analytics at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2013 - Present
Des Moines Area Community College January 2012 - March 2013
University of Missouri January 2011 - December 2011
Montage Investments May 2011 - August 2011
Wilkerson & Reynolds Wealth Management August 2010 - December 2010
US Army June 2006 - August 2009
Cellular Connect June 2005 - May 2006
Education
University of Missouri-Columbia
Master of Business Administration (MBA), Finance, 3.9 / 4.0
Stanford University
Graduate Certificate, Data Mining, 3.9 / 4.3
University of Missouri-Columbia
Bachelor of Science (BS), Business Administration, 4.0 / 4.0
Wells Fargo March 2013 - Present
Des Moines Area Community College January 2012 - March 2013
University of Missouri January 2011 - December 2011
Montage Investments May 2011 - August 2011
Wilkerson & Reynolds Wealth Management August 2010 - December 2010
US Army June 2006 - August 2009
Cellular Connect June 2005 - May 2006
Education
University of Missouri-Columbia
Master of Business Administration (MBA), Finance, 3.9 / 4.0
Stanford University
Graduate Certificate, Data Mining, 3.9 / 4.3
University of Missouri-Columbia
Bachelor of Science (BS), Business Administration, 4.0 / 4.0
Rickey Gallagher's Montage Investments Experience October 2012 - Present
Job Business Analyst at Montage Investments
Industry Financial Services
Experience
Montage Investments October 2012 - Present
Tyson Foods January 2006 - September 2012
Skills
Financial Analysis, Sarbanes-Oxley Act, Forecasting, Financial Reporting, Internal Controls, Accounting, Internal Audit, SAP, Financial Modeling, Auditing, Financial Accounting, Process Improvement, Managerial Finance, Budgets, Income Statement, Finance, Asset Management, Investments, Series 7, Series 66
Education
University of Missouri-Columbia, College of Business
MBA, Finance
Washington University in St. Louis - Olin Business School
BSBA, Finance and Accounting
Montage Investments October 2012 - Present
Tyson Foods January 2006 - September 2012
Skills
Financial Analysis, Sarbanes-Oxley Act, Forecasting, Financial Reporting, Internal Controls, Accounting, Internal Audit, SAP, Financial Modeling, Auditing, Financial Accounting, Process Improvement, Managerial Finance, Budgets, Income Statement, Finance, Asset Management, Investments, Series 7, Series 66
Education
University of Missouri-Columbia, College of Business
MBA, Finance
Washington University in St. Louis - Olin Business School
BSBA, Finance and Accounting
Nick McDole's Montage Investments Experience February 2015 - Present
Job Salesforce Administrator at Montage Investments
Industry Computer Software
Experience
Montage Investments February 2015 - Present
Perceptive Software May 2014 - February 2015
Perceptive Software July 2012 - May 2014
J.P. Morgan Retirement Plan Services October 2007 - June 2012
J.P. Morgan Retirement Plan Services February 2007 - October 2007
J.P. Morgan Retirement Plan Services October 2005 - February 2007
State Street May 2002 - October 2005
Education
Rockhurst University 2005 — 2008
MBA, Management
Kansas State University 1997 — 2002
B.S. Business Administration, Finance
Kansas State University 1997 — 2002
B.S. Business Administration, Management Information Systems
Montage Investments February 2015 - Present
Perceptive Software May 2014 - February 2015
Perceptive Software July 2012 - May 2014
J.P. Morgan Retirement Plan Services October 2007 - June 2012
J.P. Morgan Retirement Plan Services February 2007 - October 2007
J.P. Morgan Retirement Plan Services October 2005 - February 2007
State Street May 2002 - October 2005
Education
Rockhurst University 2005 — 2008
MBA, Management
Kansas State University 1997 — 2002
B.S. Business Administration, Finance
Kansas State University 1997 — 2002
B.S. Business Administration, Management Information Systems
Michael Pappas, CFA's Montage Investments Experience March 2015 - Present
Job Regional Vice President at Montage Investments
Industry Investment Management
Experience
Montage Investments March 2015 - Present
John Hancock Investments August 2012 - February 2015
John Hancock Investments December 2010 - August 2012
Edward Jones December 2009 - December 2010
National Agents Aliance January 2007 - December 2009
Skills
Series 7, Mutual Funds, Retirement Planning, 401k, Wealth Management, Investments, Asset Allocation, Alternative Investments, Securities, Series 65, FINRA, Investment Management, Finance, Asset Management, Financial Services
Education
Boston University Graduate School of Management 2011 — 2012
Master of Science (M.S.), Investement Management
University of Massachusetts at Amherst - Isenberg School of Management 2002 — 2006
Bachelor of Business Administration (BBA), Finance and Operations Management
Montage Investments March 2015 - Present
John Hancock Investments August 2012 - February 2015
John Hancock Investments December 2010 - August 2012
Edward Jones December 2009 - December 2010
National Agents Aliance January 2007 - December 2009
Skills
Series 7, Mutual Funds, Retirement Planning, 401k, Wealth Management, Investments, Asset Allocation, Alternative Investments, Securities, Series 65, FINRA, Investment Management, Finance, Asset Management, Financial Services
Education
Boston University Graduate School of Management 2011 — 2012
Master of Science (M.S.), Investement Management
University of Massachusetts at Amherst - Isenberg School of Management 2002 — 2006
Bachelor of Business Administration (BBA), Finance and Operations Management
Grant Priddy's Montage Investments Experience May 2012 - August 2013
Job series 7 & 66
Industry Financial Services
Experience
Montage Investments May 2012 - August 2013
dryop September 2010 - April 2011
Renaissance Financial February 2009 - August 2010
Skills
Investments, Financial Analysis, Series 7, Sales, Strategic Planning, Series 63, New Business Development, Insurance, Customer Service, Account Management, Marketing, Healthcare, Medical Devices, Alternative Investments, Marketing Strategy, Mutual Funds, Business Planning, Business Strategy, Sales Management, Risk Management, Portfolio Management
Education
University of Missouri-Kansas City 2001 — 2004
BLA
Montage Investments May 2012 - August 2013
dryop September 2010 - April 2011
Renaissance Financial February 2009 - August 2010
Skills
Investments, Financial Analysis, Series 7, Sales, Strategic Planning, Series 63, New Business Development, Insurance, Customer Service, Account Management, Marketing, Healthcare, Medical Devices, Alternative Investments, Marketing Strategy, Mutual Funds, Business Planning, Business Strategy, Sales Management, Risk Management, Portfolio Management
Education
University of Missouri-Kansas City 2001 — 2004
BLA
Joe Madsen's Montage Investments Experience October 2014 - Present
Job Practice Management Consultant at Montage Investments
Industry Financial Services
Experience
Montage Investments October 2014 - Present
VSR Financial Services March 2010 - October 2014
Education
University of Kansas 2004 — 2008
Bachelor's degree, Finance, General
Montage Investments October 2014 - Present
VSR Financial Services March 2010 - October 2014
Education
University of Kansas 2004 — 2008
Bachelor's degree, Finance, General
Caleb Holmes's Montage Investments Experience January 2012 - October 2012
Job Analyst at Mariner Real Estate Management
Industry Venture Capital & Private Equity
Experience
Mariner Real Estate Management October 2012 - Present
Montage Investments January 2012 - October 2012
Education
University of Kansas - Graduate School of Business 2009 — 2011
MBA, Finance Concentration
Yale University 2004 — 2008
BA, Political Science
Mariner Real Estate Management October 2012 - Present
Montage Investments January 2012 - October 2012
Education
University of Kansas - Graduate School of Business 2009 — 2011
MBA, Finance Concentration
Yale University 2004 — 2008
BA, Political Science
Eric Lowell, CFP ®'s Montage Investments Experience October 2013 - Present
Job Regional Vice President at Montage Investments
Industry Investment Management
Experience
Montage Investments October 2013 - Present
State Farm January 2011 - August 2013
State Farm April 2009 - May 2010
Phoenix Life Insurance Company November 2006 - March 2009
Commerce Brokerage Services, Inc July 2001 - November 2006
Commerce Bank 2001 - 2006
Morgan Stanley Dean Witter August 1999 - July 2001
Education
University of Kansas 1993 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
Montage Investments October 2013 - Present
State Farm January 2011 - August 2013
State Farm April 2009 - May 2010
Phoenix Life Insurance Company November 2006 - March 2009
Commerce Brokerage Services, Inc July 2001 - November 2006
Commerce Bank 2001 - 2006
Morgan Stanley Dean Witter August 1999 - July 2001
Education
University of Kansas 1993 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY