Oglesby Financial Group
Address: 2443 Tower Dr, Monroe, LA 71201 Phone: (318) 322-1366Hours: : : Place name: Website: : : : Category: : Website: http://oglesbyfinancialgroup.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. · Own this business?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
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Oglesby Financial Group Employees
Scarborough Capital Management June 2015 - Present
Chesapeake Financial Advisors January 2015 - May 2015
Graf Financial LLC (Fee-only) August 2010 - December 2014
Marules Financial Group September 2008 - April 2010
Oglesby Financial Group March 2007 - August 2008
Skills
Asset Allocation, Personal Financial..., Operations Management, Marketing, Financial Market..., Financial Analysis, Investments, Strategic Financial..., Financial Modeling, Finance, Leadership, Financial Services, Management, Public Speaking, Social Media, Event Planning, Microsoft Excel, Financial Planning, Customer Service, Wealth Management
Education
Louisiana State University 2011 — 2014
Bachelor of Science (BS), Finance and Financial Management Services
Louisiana State University 2012 — 2014
Certified Financial Planner CFP® Certification Examination
Louisiana State University
Finance Academy Class of 2014
Horace Mann May 2015 - Present
Oglesby Financial Group December 2012 - Present
Executive OfficeLinx January 2012 - December 2012
Dean Morris, LLP February 2008 - January 2012
Skills
Management, Investments, Sales, Auditing, Customer Service, Analysis, Selling, Human Resources, Accounting, Sales Process, Life & Health Insurance..., Insurance, Strategic Planning
Education
University at Louisiana at Monroe 2006 — 2009
Bachelor's degree, Business Administration and Management, General
Louisiana Delta Community College-Monroe Campus 2004 — 2006
Associate's degree, Business Administration, Management and Operations
South Main Street Baptist Church April 2015 - Present
R-Squared Global November 2014 - May 2015
Oglesby Financial Group November 2013 - April 2015
Bethel Baptist Church March 2013 - April 2015
First West (First Baptist Church of West Monroe, Louisiana) July 2007 - February 2013
North American Mission Board March 1996 - August 2007
Home Mission Board, SBC March 1993 - June 1996
Skills
Strategy, Volunteer Management, Leadership Development, Nonprofits, Fundraising, Public Speaking, Coaching, Leadership, Community Outreach, Organizational..., Youth Ministry, Team Building, Conflict Resolution, Non-profit..., Strategic Planning, Training, Theology, Preaching, Pastoral Care, Event Planning, Teaching, Discipleship, Biblical Studies
Education
Midwestern Baptist Theological Seminary 2006 — 2010
DMin., Organizational Leadership
Southeastern Baptist Theological Seminary 1979 — 1982
MDiv, Biblical Languages
Winthrop University 1977 — 1979
BS, Education
Oglesby Financial Group January 1992 - Present
Skills
Retirement Planning, Strategic Financial..., Investments, Estate Planning, Registered Financial..., Wealth Advisor, Debt Management, Taxation, Series 7, Finance, Securities, Financial Services, Retirement, Wealth Management, 401k, Investment Advisory, FINRA, Asset Management, IRAs, Wealth
Education
University of Louisiana at Monroe 1990 — 1994
Bachelor's degree, Pre-Law Studies
Vantage Health Plan June 2010 - Present
Michael Echols Enterprises 2000 - Present
Echolstar Investments January 2011 - Present
Echo Build January 2015 - Present
Echo Design January 2013 - Present
University of Louisiana April 2008 - July 2010
Oglesby Financial Group August 2000 - February 2008
ULM August 2006 - May 2007
Technology & Small Business Consulting July 1997 - August 1999
Deposit Guaranty National Bank May 1995 - May 1998
Skills
Budgeting, Financial Planning, Banking, Cost Reduction, Public Relations, Healthcare Management, Business Development, Advertising, Analysis, Budgets, CRM, Coaching, Debt Management, Healthcare, Human Resources, Insurance, Leadership, Management, Marketing, Marketing Strategy, Mergers & Acquisitions, Negotiation, New Business Development, Process Improvement, Program Management, Project Planning, Public Speaking, Strategic Communications, Strategic Financial..., Strategic Planning, Strategy, System Development, Team Building
Education
University of Louisiana at Monroe 2000 — 2002
MBA, Business
University of Louisiana at Monroe 1995 — 1999
BA, Accounting
Olinde's Mattress Superstore July 2013 - Present
Vantage Health Plan July 2009 - July 2013
Gypsy Shadow Publishing Company 2010 - 2011
Healthcare Journal of Baton Rouge 2010 - 2011
Oglesby Financial Group September 2008 - June 2009
Positive Forces Counseling Network August 2007 - July 2008
Massey's Professional Outfitters May 2006 - July 2007
Olinde's Furniture January 1998 - January 1999
Skills
Product Marketing, Marketing Communications, Creative Writing, Writing, Fundraising, Dental, Health Insurance, Advertising, Dentistry, Public Relations, Social Networking, Healthcare, Insurance, Management, Health Care Reform, Customer Service
Education
University of Louisiana at Monroe 2007 — 2008
MBA, Business Administration
Louisiana State University 2002 — 2006
BA, History
Catholic High School 1998 — 2002
CenturyLink August 2014 - Present
OUR H.O.M.E. January 2011 - Present
Army National Guard February 2001 - September 2014
Oglesby Financial Group March 2013 - August 2014
Raymond James Financial Inc. February 2012 - December 2012
Regions Financial Corporation October 2010 - February 2012
Assurance Financial Group, LLC March 2009 - October 2010
Regions Financial Corporation September 2006 - March 2009
Skills
Leadership, Investments, Coaching, Team Building, Strategic Planning, Financial Analysis, Risk Management, Sales, Mutual Funds, Banking, Finance, Insurance, Management, Mortgage Lending, Retirement Planning, Portfolio Management, Marketing, Training, Analysis, Human Resources, Customer Service, Small Business, Loans
Education
University of Louisiana at Monroe 2006 — 2009
Bachelor of Business Administration (BBA), Management and Marketing
Scott Equipment Company, LLC/ Scott Financial Services/North American Auto Finance December 2014 - Present
Oglesby Financial Group May 2014 - November 2014
Bayou Life Magazine 2012 - 2014
Two Guy's Detailing 2011 - 2014
Skills
Fitness, Marketing, Entrepreneurship, Small Business, Team Building, Strategic Planning, Management
Education
University of Louisiana at Monroe 2009 — 2014
Bachelor's of Kinesiology, Fitness and Sports Concentration
University of Louisiana at Monroe
Post Baccalaureate, Accounting
Oglesby Financial Group November 2014 - April 2015
Skyjacker Suspensions December 2013 - November 2014
St. David's North Austin Medical Center January 2011 - August 2013
Manos de Cristo June 2008 - January 2011
Gila Regional Medical Center March 2007 - May 2008
Skills
Medical Terminology, Marketing, Healthcare, Hospitals, Public Speaking, Customer Service, Community Outreach
Education
Texas State University 2001 — 2004
BFA, Studio Art and Design
Oglesby Financial Group January 2013 - January 2015
Publicis Touchpoint Solutions February 2012 - December 2012
Centric Federal Credit Union March 2010 - February 2012
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Social Media Marketing, Facebook, Advertising, Event Planning, Finance, Investments
Education
University of Louisiana at Monroe 2007 — 2011
Bachelor of Business Administration (B.B.A.), Marketing