Oxford Financial Group
Industry: Company
DescriptionFounded: 1981 Subsidiary: Olive Oxford Office, LLC
Oxford Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Oxford Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Oxford Financial Group Employees
Employee
Years
Job
Industry
Scott Krizner, ChFC® Scott Krizner, ChFC®'s Oxford Financial Group Experience November 1990 - June 1997
Job Owner/Financial Planner at Baker Krizner Financial Planning
Industry Financial Services
Experience
Baker Krizner Financial Planning June 1997 - Present
Oxford Financial Group November 1990 - June 1997
Paine Webber January 1989 - November 1990
Hibbard Brown June 1988 - December 1988
Education
The American College, Bryn Mawr, Pennsylvania
Chartered Financial Consultant (ChFC)
University of Cincinnati 1984 — 1988
Bachelor of Business Administration (BBA), Finance
Northmont High School 1980 — 1984
Baker Krizner Financial Planning June 1997 - Present
Oxford Financial Group November 1990 - June 1997
Paine Webber January 1989 - November 1990
Hibbard Brown June 1988 - December 1988
Education
The American College, Bryn Mawr, Pennsylvania
Chartered Financial Consultant (ChFC)
University of Cincinnati 1984 — 1988
Bachelor of Business Administration (BBA), Finance
Northmont High School 1980 — 1984
Missy Reichert, CFP® Missy Reichert, CFP®'s Oxford Financial Group Experience April 2008 - June 2015
Job .
Industry Financial Services
Experience
Oxford Financial Group April 2008 - June 2015
National City Bank December 2005 - April 2008
Smith Barney 2002 - 2005
Skills
Wealth Management, Investments, Asset Allocation, Portfolio Management, Alternative Investments, Strategic Financial..., Investment Advisory, Asset Managment, Financial Analysis, Retirement Planning, High Net Worth..., CRM, Asset Management, Strategic Planning, Retirement, Investment Strategies, Financial Planning
Education
College for Financial Planning 2011 — 2012
Certified Financial Planner designation, CFP course work
Ball State University - College of Business 1999 — 2001
Bachelor Science, Finance
University of Cincinnati 1997 — 1999
Finance, General
Oxford Financial Group April 2008 - June 2015
National City Bank December 2005 - April 2008
Smith Barney 2002 - 2005
Skills
Wealth Management, Investments, Asset Allocation, Portfolio Management, Alternative Investments, Strategic Financial..., Investment Advisory, Asset Managment, Financial Analysis, Retirement Planning, High Net Worth..., CRM, Asset Management, Strategic Planning, Retirement, Investment Strategies, Financial Planning
Education
College for Financial Planning 2011 — 2012
Certified Financial Planner designation, CFP course work
Ball State University - College of Business 1999 — 2001
Bachelor Science, Finance
University of Cincinnati 1997 — 1999
Finance, General
Sang W Lee Sang W Lee's Oxford Financial Group Experience July 2000 - November 2008
Job Fine Wine Specialist at BevMo!
Industry Wine and Spirits
Experience
BevMo! December 2012 - Present
S3 Communications Group November 2009 - Present
Big Brothers Big Sisters of Central Indiana January 2009 - October 2009
Oxford Financial Group July 2000 - November 2008
Budget Group / Budget Car Sales 1998 - 2000
NPD 1998 - 1998
IPSOS-ASI 1996 - 1998
Walker Information 1994 - 1996
Skills
Sommelier, Events Coordination, Wine Education, Wedding Coordinating, Event Management, Business Development, Marketing, Marketing Communications, Management, Social Media, Advertising, Leadership, Email Marketing, Microsoft Office, Public Speaking, Account Management, Fundraising, Market Research, Nonprofits, Marketing Strategy, Sales, Strategic Planning, Social Media Marketing, Salesforce.com, Event Planning, Data Analysis, CRM, Public Relations
Education
Court of Master Sommelier 2013 — 2013
Wine Steward/Sommelier
Indiana University-Purdue University at Indianapolis 1990 — 1993
B.A., Political Science
Wabash College 1988 — 1990
Scecina
BevMo! December 2012 - Present
S3 Communications Group November 2009 - Present
Big Brothers Big Sisters of Central Indiana January 2009 - October 2009
Oxford Financial Group July 2000 - November 2008
Budget Group / Budget Car Sales 1998 - 2000
NPD 1998 - 1998
IPSOS-ASI 1996 - 1998
Walker Information 1994 - 1996
Skills
Sommelier, Events Coordination, Wine Education, Wedding Coordinating, Event Management, Business Development, Marketing, Marketing Communications, Management, Social Media, Advertising, Leadership, Email Marketing, Microsoft Office, Public Speaking, Account Management, Fundraising, Market Research, Nonprofits, Marketing Strategy, Sales, Strategic Planning, Social Media Marketing, Salesforce.com, Event Planning, Data Analysis, CRM, Public Relations
Education
Court of Master Sommelier 2013 — 2013
Wine Steward/Sommelier
Indiana University-Purdue University at Indianapolis 1990 — 1993
B.A., Political Science
Wabash College 1988 — 1990
Scecina
Duane Toney Duane Toney's Oxford Financial Group Experience November 2002 - Present
Job CPA/Personal Financial Specialist, Investment Advisor Representative at Investment Management Consultants
Industry Investment Management
Experience
Investment Management Consultants October 2006 - Present
Legacy Insurance Advisors June 2005 - Present
Oxford Financial Group November 2002 - Present
First Western Advisors June 2003 - September 2006
Sorenson Companies May 1987 - April 1999
Deloitte & Touche January 1984 - April 1987
Education
Brigham Young University 1981 — 1983
M.S., Accounting, Tax Emphasis
Brigham Young University 1977 — 1983
Bachelors, Accounting
Investment Management Consultants October 2006 - Present
Legacy Insurance Advisors June 2005 - Present
Oxford Financial Group November 2002 - Present
First Western Advisors June 2003 - September 2006
Sorenson Companies May 1987 - April 1999
Deloitte & Touche January 1984 - April 1987
Education
Brigham Young University 1981 — 1983
M.S., Accounting, Tax Emphasis
Brigham Young University 1977 — 1983
Bachelors, Accounting
Erin Hynek Erin Hynek's Oxford Financial Group Experience January 2001 - September 2002
Job Chief Investment Officer at FS Advisors
Industry Investment Management
Experience
FSA Investment Group, LLC March 2012 - Present
O'Sullivan Creel Wealth Advisors, LLP August 2007 - March 2012
F&D Advisors, LLC October 2002 - March 2009
SignatureFD, LLC 2002 - 2009
Oxford Financial Group January 2001 - September 2002
Charles Schwab September 1995 - February 2001
Robert W. Baird & Co. 1994 - 1995
Skills
Investments, Investment Advisory, Asset Allocation, Asset Management, Portfolio Management, Wealth Management
Education
LEAP 2011 — 2012
Ball State University - College of Business 1990 — 1994
BS, Finance
FSA Investment Group, LLC March 2012 - Present
O'Sullivan Creel Wealth Advisors, LLP August 2007 - March 2012
F&D Advisors, LLC October 2002 - March 2009
SignatureFD, LLC 2002 - 2009
Oxford Financial Group January 2001 - September 2002
Charles Schwab September 1995 - February 2001
Robert W. Baird & Co. 1994 - 1995
Skills
Investments, Investment Advisory, Asset Allocation, Asset Management, Portfolio Management, Wealth Management
Education
LEAP 2011 — 2012
Ball State University - College of Business 1990 — 1994
BS, Finance
Jim Cannon's Oxford Financial Group Experience January 2000 - May 2003
Job Managing Member at MD Cress Ventures
Industry Investment Banking
Experience
MD Cress Ventures January 2013 - Present
MD Cress & Associates, LLC June 2010 - Present
Commerce Consulting Group, LLC December 2007 - 2010
Mastodon Ventures December 2006 - December 2007
RiverStone Wealth Management May 2003 - December 2006
Oxford Financial Group January 2000 - May 2003
Morgan Stanley January 1992 - December 1999
Skills
Mergers, Financial Modeling, Private Placements, Venture Capital, Private Equity, Corporate Finance, Strategic Planning, Capital Raising, Investment Banking, Asset Managment, IPO, Corporate Development, Capital Structure, Capital, Capital Markets, Investment Strategies, Capital Allocation, Alternative Investments, Financial Structuring, LBO, Mergers & Acquisitions, Divestitures, Strategy, M&A experience, Structured Finance, Leveraged Finance, Growth Capital, Start-ups, Investor Relations, Funding, Entrepreneurship, Mezzanine, Business Valuation, Valuation, Investments, Finance, Due Diligence, Equity Capital Markets
Education
The University of Texas at Austin 1990 — 1992
B.A., Economics
MD Cress Ventures January 2013 - Present
MD Cress & Associates, LLC June 2010 - Present
Commerce Consulting Group, LLC December 2007 - 2010
Mastodon Ventures December 2006 - December 2007
RiverStone Wealth Management May 2003 - December 2006
Oxford Financial Group January 2000 - May 2003
Morgan Stanley January 1992 - December 1999
Skills
Mergers, Financial Modeling, Private Placements, Venture Capital, Private Equity, Corporate Finance, Strategic Planning, Capital Raising, Investment Banking, Asset Managment, IPO, Corporate Development, Capital Structure, Capital, Capital Markets, Investment Strategies, Capital Allocation, Alternative Investments, Financial Structuring, LBO, Mergers & Acquisitions, Divestitures, Strategy, M&A experience, Structured Finance, Leveraged Finance, Growth Capital, Start-ups, Investor Relations, Funding, Entrepreneurship, Mezzanine, Business Valuation, Valuation, Investments, Finance, Due Diligence, Equity Capital Markets
Education
The University of Texas at Austin 1990 — 1992
B.A., Economics
Jeff Mattern's Oxford Financial Group Experience 2001 - 2005
Job Senior IT Project Manager at Indiana Office of Technology
Industry Information Technology and Services
Experience
Indiana Office of Technology July 2015 - Present
Indiana Office of Technology July 2014 - July 2015
Indiana Office of Technology January 2011 - July 2014
Emmis Communications 2009 - November 2010
Transportation October 2008 - May 2009
ProTrans International January 2006 - October 2008
Oxford Financial Group 2001 - 2005
Skills
Business Analysis, Networking, Troubleshooting, Computer Hardware, Cisco Technologies, Vendor Management, Servers, System Administration, Project Management, Visio, SDLC, Telecommunication..., Active Directory, Leadership, Information Technology, Windows
Education
Butler University
Bachelor of Science (B.S.)
Indiana Office of Technology July 2015 - Present
Indiana Office of Technology July 2014 - July 2015
Indiana Office of Technology January 2011 - July 2014
Emmis Communications 2009 - November 2010
Transportation October 2008 - May 2009
ProTrans International January 2006 - October 2008
Oxford Financial Group 2001 - 2005
Skills
Business Analysis, Networking, Troubleshooting, Computer Hardware, Cisco Technologies, Vendor Management, Servers, System Administration, Project Management, Visio, SDLC, Telecommunication..., Active Directory, Leadership, Information Technology, Windows
Education
Butler University
Bachelor of Science (B.S.)
Dan Will's Oxford Financial Group Experience 2000 - 2004
Job Managing Partner at Mountain Capital
Industry Banking
Experience
Mountain Capital February 2014 - Present
Kelly Capital / Kelly Investment Group 2004 - 2014
Oxford Financial Group 2000 - 2004
Mountain Community Bank/Mountain Bancshares 1992 - 1999
Skills
Real Estate, Valuation, Investments, Real Estate Financing, Asset Managment, Investment Banking, Real Estate Economics, Underwriting, Banking, Disposition, Loans, Acquisitions, Funding, Credit, Mortgage Lending, Asset Management, Commercial Real Estate, Mergers & Acquisitions, Management, Due Diligence, Financial Analysis, Private Equity, Finance, Equities, Joint Ventures, Securities, Real Estate Development, Brokerage, Financial Services
Education
Texas Christian University - M.J. Neeley School of Business 1979 — 1983
BBA in '83, MBA in '89, Finance & Mgmt
Mountain Capital February 2014 - Present
Kelly Capital / Kelly Investment Group 2004 - 2014
Oxford Financial Group 2000 - 2004
Mountain Community Bank/Mountain Bancshares 1992 - 1999
Skills
Real Estate, Valuation, Investments, Real Estate Financing, Asset Managment, Investment Banking, Real Estate Economics, Underwriting, Banking, Disposition, Loans, Acquisitions, Funding, Credit, Mortgage Lending, Asset Management, Commercial Real Estate, Mergers & Acquisitions, Management, Due Diligence, Financial Analysis, Private Equity, Finance, Equities, Joint Ventures, Securities, Real Estate Development, Brokerage, Financial Services
Education
Texas Christian University - M.J. Neeley School of Business 1979 — 1983
BBA in '83, MBA in '89, Finance & Mgmt
Areli Pastrana's Oxford Financial Group Experience January 1999 - September 2001
Job Executive Assistant to the President at ASI Aviation, LLC.
Industry Airlines/Aviation
Experience
ASI Aviation, LLC. April 2014 - Present
Allegheny Financial Group March 2011 - August 2012
Federated Investors, Inc. October 2010 - March 2011
Kanaly Trust Company July 2007 - March 2010
Orion Real Estate Services, Inc. June 2002 - January 2007
Midway October 2001 - March 2002
Oxford Financial Group January 1999 - September 2001
Skills
Administrative..., Outlook, Heavy Calendaring, Microsoft Office, Event Planning, Mutual Funds, Investments, Calendaring, Microsoft Excel, PowerPoint, Adobe Acrobat, Managerial Finance, Expenses, Troubleshooting, Analysis, Teamwork, Concur, Series 7, Executive Support, Administrative..., Management
Education
University of Houston-Downtown 2005 — 2014
Bachelor's Degree, General Business with minor in Supply Chain Managment and Management
ASI Aviation, LLC. April 2014 - Present
Allegheny Financial Group March 2011 - August 2012
Federated Investors, Inc. October 2010 - March 2011
Kanaly Trust Company July 2007 - March 2010
Orion Real Estate Services, Inc. June 2002 - January 2007
Midway October 2001 - March 2002
Oxford Financial Group January 1999 - September 2001
Skills
Administrative..., Outlook, Heavy Calendaring, Microsoft Office, Event Planning, Mutual Funds, Investments, Calendaring, Microsoft Excel, PowerPoint, Adobe Acrobat, Managerial Finance, Expenses, Troubleshooting, Analysis, Teamwork, Concur, Series 7, Executive Support, Administrative..., Management
Education
University of Houston-Downtown 2005 — 2014
Bachelor's Degree, General Business with minor in Supply Chain Managment and Management
Angela Kershner's Oxford Financial Group Experience September 1997 - November 2001
Job Financial Services
Industry Financial Services
Experience
Sunbelt Securities May 2004 - Present
J Jill November 2008 - May 2009
Mass Mutual November 2007 - May 2008
Sunbelt Securities August 2002 - November 2003
Oxford Financial Group September 1997 - November 2001
TradeStar Investments, Inc July 1995 - August 1997
GBM International, Inc February 1994 - July 1995
Compass Brokerage Services July 1992 - February 1994
Merrill Lynch, Pierce, Fenner and Smith February 1989 - July 1992
Education
Stephen F. Austin State University
Finance
Stephen F. Austin State University
Sunbelt Securities May 2004 - Present
J Jill November 2008 - May 2009
Mass Mutual November 2007 - May 2008
Sunbelt Securities August 2002 - November 2003
Oxford Financial Group September 1997 - November 2001
TradeStar Investments, Inc July 1995 - August 1997
GBM International, Inc February 1994 - July 1995
Compass Brokerage Services July 1992 - February 1994
Merrill Lynch, Pierce, Fenner and Smith February 1989 - July 1992
Education
Stephen F. Austin State University
Finance
Stephen F. Austin State University
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY