Paragon Advisors
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12 Paragon Advisors employees in database. Find out everything there's to know about Paragon Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Paragon Advisors Employees
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
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
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
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
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
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
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
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
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
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
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
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