Paragon Advisors

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Paragon Advisors Employees

Employee
Years
Job
Industry
Patrick Tarkey Patrick Tarkey United States Details
Patrick Tarkey's Paragon Advisors Experience 2013 - November 2013
Job John Carroll University
Industry Higher Education
Experience
Northcoast Research  February 2014 - Present
Paragon Advisors   2013 - November 2013
Northcoast Research  September 2012 - January 2013

Skills
Investments, Financial Markets, Hedge Funds, Due Diligence, Management, Microsoft Excel, Financial Risk, Financial Modeling, Equity Research, Valuation, Financial Analysis, Equities, Portfolio Management, Equity Valuation, Series 7, Economics

Education
John Carroll University   2009 — 2013
Bachelor's degree, Finance

Daniel McCurry, CFP® Daniel McCurry, CFP® Greater Pittsburgh Area Details
Daniel McCurry, CFP®'s Paragon Advisors Experience June 2002 - December 2004
Job VicePresident at Private Wealth Advisors, Inc.
Industry Investment Management
Experience
Private Wealth Advisors, Inc.   January 2005 - Present
Paragon Advisors   June 2002 - December 2004

Skills
Investments, Portfolio Management, Wealth Management, Bonds, Financial Analysis, Equities, Fixed Income, Alternative Investments, Securities, Estate Planning, Derivatives, Asset Management, Financial Planning

Education
John Carroll University   2003 — 2005
M.B.A.

John Carroll University   1998 — 2002
B.S.B.A., Accountancy

Duquesne University

Siobhan Lukowsky, CPA Siobhan Lukowsky, CPA Cleveland/Akron, Ohio Area Details
Siobhan Lukowsky, CPA's Paragon Advisors Experience January 2009 - December 2012
Job Tax Accountant specializing in partnerships, SCorps, trusts & nonprofits
Industry Accounting
Experience
Snyder Cohn  June 2015 - Present
SPACES  August 2013 - June 2015
HW&Co.   December 2012 - June 2015
Paragon Advisors   January 2009 - December 2012
Grant Thornton  September 2007 - December 2008
Cleveland Institute of Art  August 1994 - June 2007
Oberlin College  August 2001 - December 2004

Skills
Financial Analysis, Accounting, CPA, Teaching, Tax Preparation, Personal Tax Planning, Tax Research, Writing, Estate Tax Planning, Nonprofit Accounting, Partnership Taxation, S-Corp Taxation, Trusts, Quickbooks, Private Foundation..., High Net Worth..., S Corporations, QuickBooks, Strategic Financial...

Education
Cleveland State University   2005 — 2007
CPA, 3.82 GPA

University of Michigan   1988 — 1995
Doctorate, Comparative Literature

Smith College
Bachelor of Arts (B.A.), French and English Literature

Brian Clark, CFA Brian Clark, CFA Baltimore, Maryland Area Details
Brian Clark, CFA's Paragon Advisors Experience September 2008 - December 2012
Job Investment Analyst at The Harry and Jeanette Weinberg Foundation
Industry Investment Management
Experience
The Harry and Jeanette Weinberg Foundation  August 2015 - Present
University of Cincinnati  December 2012 - August 2015
Paragon Advisors   September 2008 - December 2012

Education
Miami University   2004 — 2008
B.S., Finance

Rocky River High School   2000 — 2004

Joanne Finley, EA, CFP® Joanne Finley, EA, CFP® Cleveland/Akron, Ohio Area Details
Joanne Finley, EA, CFP®'s Paragon Advisors Experience April 2007 - Present
Job Director at Paragon Advisors
Industry Financial Services
Experience
Paragon Advisors   April 2007 - Present

Skills
Tax, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Microsoft Office, Accounting, Customer Service, Investments, Financial Analysis

Education
John Carroll University   2002 — 2006
BSBA, Finance, Math

Stephen Nowicki, CPA, CFP® Stephen Nowicki, CPA, CFP® Cleveland/Akron, Ohio Area Details
Stephen Nowicki, CPA, CFP®'s Paragon Advisors Experience October 2003 - Present
Job Managing Director of Investments at Paragon Advisors
Industry Financial Services
Experience
Paragon Advisors   October 2003 - Present
Strang Klubnik & Associates   July 2000 - October 2003
McManus, Dosen & Co.   June 1998 - July 2000

Skills
Tax, Financial Planning, Investments, Due Diligence, Alternative Investments, High Net Worth..., Financial Planners, Mutual Funds, Asset Allocation, Wealth Management, Strategic Financial..., Accounting, Portfolio Management, Hedge Funds

Education
John Carroll University   1994 — 1998
Bachelor of Science, Accounting

Chris Clair Chris Clair Cleveland/Akron, Ohio Area Details
Chris Clair's Paragon Advisors Experience March 2006 - January 2014
Job Controller/Chief Compliance Officer at Resilience Capital Partners
Industry Financial Services
Experience
Resilience Capital Partners  January 2014 - Present
Paragon Advisors   March 2006 - January 2014
Sustin, Bartell, Waldman & Fergus   November 2002 - March 2006
Smythe Cramer/HMAC   August 2000 - November 2002
Pease & Associates, Inc.   November 1995 - August 2000

Education
John Carroll University   1991 — 1995
BSBA, Accountancy

Tom LaTorre Tom LaTorre Greater New York City Area Details
Tom LaTorre's Paragon Advisors Experience 2003 - Present
Job Energy Consultant & Broker
Industry Oil & Energy
Experience
Paragon Advisors   2003 - Present
AOL - Moviefone   1998 - 2001
AT&T  1996 - 1999
AT&T  1993 - 1995
Bell Labs Lucent Technologies  1990 - 1993
Bell Labs Lucent Technologies  1988 - 1990

Skills
Strategic Planning, Business Development, Procurement, Sales Management, Leadership, Contract Negotiation, New Business Development, Vendor Management, Marketing Strategy, Negotiation, Entrepreneurship, Coaching, Marketing, Solution Selling, Team Leadership, Sales, Strategy, Sales Operations, Management, Pricing

Education
Bentley University   1984 — 1988
BS, Marketing, Finance

Barbara Demaline, CPA Barbara Demaline, CPA Cleveland/Akron, Ohio Area Details
Barbara Demaline, CPA's Paragon Advisors Experience March 2007 - December 2008
Job Auditor at State of Ohio Department of Taxation
Industry Accounting
Experience
State of Ohio Department of Taxation  January 2010 - Present
Card, Palmer, Sibbison & Co.   February 2009 - April 2009
Paragon Advisors   March 2007 - December 2008
National City Bank  November 2001 - February 2007

Skills
Tax, Accounting, Income Tax, Investments, Financial Analysis

Education
Baldwin-Wallace College   1995 — 1999
Bachelor of Arts, May 1999, Accounting/Business

Christopher Schwert Christopher Schwert Greater Detroit Area Details
Christopher Schwert's Paragon Advisors Experience September 2007 - September 2008
Job Next Gen. Battery & eDrive Unit Financial Analyst at Ford Motor Company
Industry Automotive
Experience
Ford Motor Company  September 2013 - Present
Ford Motor Company  June 2012 - August 2013
Ford Motor Company  May 2011 - August 2011
Spot Trading LLC  September 2008 - October 2009
Paragon Advisors   September 2007 - September 2008
Merrill Lynch  May 2005 - July 2005

Education
University of Illinois at Urbana-Champaign - College of Business   2010 — 2012
Master of Business Administration (M.B.A.), Finance, International Business

Miami University   2002 — 2007
Bachelors, Finance, Entrepreneurship

Jonathan McGarity, CPA Jonathan McGarity, CPA Houston, Texas Details
Jonathan McGarity, CPA's Paragon Advisors Experience February 2011 - September 2011
Job Senior Associate, Accounting Advisory Services at KPMG US
Industry Accounting
Experience
KPMG US  June 2014 - Present
PwC  July 2013 - June 2014
SS&G  October 2011 - July 2013
Paragon Advisors   February 2011 - September 2011

Skills
US GAAP, Internal Controls, Accounting, Auditing, Financial Accounting, Financial Analysis, Financial Reporting, Microsoft Excel, Finance, Microsoft Office

Education
The University of Akron   2010 — 2011
MBA, Finance

John Carroll University   2006 — 2010
BSBA, Accountancy

Lauren Lippert, MT Lauren Lippert, MT Cleveland, Ohio Details
Lauren Lippert, MT's Paragon Advisors Experience January 2014 - Present
Job Associate at Paragon Advisors
Industry Accounting
Experience
Paragon Advisors   January 2014 - Present
Cohen & Company  January 2012 - December 2013
Cleveland Clinic  June 2011 - August 2011
Fifth Third Bank  January 2011 - June 2011
Cleveland Clinic  May 2010 - August 2010

Skills
Tax, Tax Returns, Tax Preparation, Accounting, Financial Reporting, Corporate Tax, Financial Accounting, Income Tax, General Ledger, Financial Analysis, QuickBooks, Account Reconciliation

Education
The University of Akron   2012 — 2013
Master's in Taxation

Xavier University   2007 — 2011
BSBA, Accounting