Private Client Group
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Private Client Group Employees
Beaufort Capital Partners, LLC May 2014 - Present
Paradoxx 2010 - Present
Private Client Group May 2010 - September 2013
J.P. Morgan / Chase Investment Services October 2007 - March 2009
Private Client Group May 2005 - September 2007
Skills
Investment Banking, Debt & Equity Financing, Working Capital..., OTC, Emerging Markets, Securities, Investor Relations, Stock Market, Stock Trading, Day Trading, Prime Brokerage, Fundraising, Marketing Strategy, Capital Markets, Social Media Marketing, Blogging, Strategic Planning, Research, Investments, Online Marketing, Brand Development, Email Marketing, Entrepreneurship, Alternative Investments, Start-ups, Due Diligence, Creative Writing, Funding, Copywriting, Series 7, Series 63, client relations, Finance, Portfolio Management, Financial Markets, Corporate Finance, Mutual Funds, Investment Strategies, Options, Wealth Management, Financial Risk, Banking, Investment Management, Equity Trading, Hedge Funds, Budgets, Equity Research, Foreign Exchange, Equities
Education
Hofstra University 2002 — 2005
Finance
Richard Oxford Financial May 2014 - Present
Private Client Group 2011 - May 2014
National Investment Review Institute 2011 - January 2013
Online wellness community 2009 - January 2012
Oxford Legacy Planning 2004 - 2008
International Import Export Institute 1999 - 2004
Schuff Steel Company 1982 - 1998
Skills
Investments, Small Business, Wealth Management, Wealth, Strategic Planning, Retirement Planning, Finance, Entrepreneurship, Strategy, Asset Management, Marketing, Start-ups, Financial Advisory, Mutual Funds, Investment Strategies, Securities, Alternative Investments, Risk Management, New Business Development, Contract Negotiation, Estate Planning, Fixed Annuities, Strategic Financial..., Investment Advisory, Asset Allocation, Business Planning, Leadership, Retirement, Executive Management, Financial Planners, Business, Business Strategy, Employee Benefits, Financial Markets, Management, Public Speaking
Education
University of Phoenix 1998 — 2000
MBA, Business
Northern Arizona University 1976 — 1979
BS, Geology
United States Naval Academy 1975 — 1976
Fidelity Investments August 2011 - April 2013
Fidelity Investments July 2010 - July 2011
Private Client Group October 2006 - July 2010
Fidelity Investments March 2000 - October 2006
Humana June 1990 - September 1991
Humana May 1989 - June 1990
Humana August 1987 - May 1989
Skills
Series 7, Series 63, Series 66, Notary Public, Investments, Financial Planning, Insurance, Asset, Mutual Funds, Stocks, Bonds, Retirement, Asset Allocation, Portfolio Management, Financial Analysis, Retirement Planning, Fixed Annuities
Education
Miami University 1982 — 1986
BS Business, Management
Ringling College of Art and Design June 2014 - Present
Bucknell University August 2012 - May 2014
Bucknell University July 2012 - May 2014
Bucknell University July 2012 - May 2014
Bucknell University May 2013 - August 2013
Private Client Group May 2011 - June 2012
Centenary College August 2011 - May 2012
Student Government Association May 2011 - May 2012
Centenary College May 2010 - May 2012
Centenary College August 2009 - May 2012
Skills
Quicken, Excel, Event Planning, Management, Crisis Management, Public Speaking, PowerPoint, Microsoft Office, Social Networking, Social Media, Time Management, Higher Education, Teaching, Community Outreach, Microsoft Word, Public Relations, Research, Facebook, Budgets, Social Media Marketing, Leadership, Leadership Development, Non-profits, Microsoft Excel, Fundraising, Team Building, Outlook, Event Management, Teamwork, Nonprofits, Customer Service, Staff Development, Program Management, Student Affairs, Residence Life, Interviews, Student Leadership, Student Development, Student Engagement
Education
Bucknell University 2012 — 2014
Master of Science (M.S.) Education, College Student Personnel
Centenary College 2008 — 2012
Bachelors of Science, Business Administration - Management, Senior
Private Client Group March 2015 - Present
Money Concepts June 2006 - Present
Skills
Estate Planning, Wealth Management, Investment Advisory, Retirement Planning, Retirement, Investment Strategies, Asset Management, Portfolio Management, Alternative Investments, Sales, Series 7, Strategic Financial..., Financial Analysis, Risk Management, Hedge Funds, Wealth Accumulation, Succession Planning
Education
University of Louisville 1996 — 2001
Private Client Group March 2008 - Present
Fidelity National Insurance Company March 2007 - March 2008
JA Price Agency June 2003 - March 2007
Education
Minnesota State University, Mankato 1995 — 1998
MS, Rehabiliation Counseling
University of St. Thomas 1989 — 1993
BA, Business Communications
ACE Private Risk Services April 2015 - Present
Fireman's Fund July 2013 - April 2015
AIG Private Client Group May 2011 - July 2013
Private Client Group March 2008 - May 2011
AIG Private Client Group July 2001 - March 2008
Atlantic Mutual October 1994 - June 1999
Skills
Property & Casualty..., Casualty, Liability, Workers Compensation, Brokers, General Insurance, Underwriting, New Business Development, Insurance, Reinsurance, Umbrella Insurance, Excess, Employment Practices..., Risk Management, Inland Marine, Property Damage, Homeowners, Property, Legal Liability
Education
University of Scranton 1989 — 1993
BA
Private Client Group August 2008 - Present
Private Client Group October 2006 - August 2008
Private Client Group November 2005 - October 2006
JLH Appraisals March 2005 - November 2005
Cornerstone Appraisal Services March 2004 - March 2005
Chubb Group of Insurance Services November 2002 - March 2004
Education
Georgia State University 2000 — 2001
MS, Historic Preservation
New York University 1996 — 1997
MS, Education
Georgia Institute of Technology 1990 — 1994
BS, History of Technology
SEC Investment Company Act of 1940 Registered Funds December 2004 - Present
UBS O'Connor LLC & UBS Alternative & Quantitative LLC November 2012 - Present
UBS Alternative & Quantitative Investments and UBS O'Connor October 2010 - Present
UBS Financial Services Inc. of Puerto Rico January 2006 - June 2010
UBS Financial Services Inc July 2004 - October 2006
LibertyView Capital Management June 1998 - December 2002
PRIVATE CLIENT GROUP January 1996 - January 1998
LEGAL DIVISION January 1995 - January 1996
PaineWebber January 1989 - January 1995
PaineWebber January 1988 - January 1989
Skills
Compliance, SEC reporting, Investment Banking, SEC Filings, SEC filings, Securities, Series 7, Internal Controls, Fixed Income, Mutual Funds, Hedge Funds
Education
Pace University - Lubin School of Business 1983 — 1987
MBA, Finance
Pace University 1977 — 1987
B.B.A, Marketing
Cleveland Clinic June 2012 - Present
Transition May 2010 - May 2014
PNC fna National City Bank January 1998 - June 2010
Natonal City Bank June 2006 - September 2008
National City Bank January 2005 - April 2006
National City Bank January 2001 - January 2005
National City Bank January 1998 - January 2001
Private Client Group August 1997 - January 1998
KeyCorp January 1991 - August 1997
KeyCorp January 1991 - January 1997
Skills
Medical Billing, Microsoft Office, Excel, Medical Coding, Medical Terminology, Outlook, Organizing, Electronic Health..., Reconciliation, Post Payments, ICD-9, CPT, Data Entry, Encoding, PowerPoint, CMS-1500, UBO4, CMRS Certified, Account Reconciliation, Training, Management, Customer Service, Administrative..., Access, Invoicing, Administration, Microsoft Excel
Education
Bryant and Stratton College-Eastlake 2012 — 2015
Bachelor's degree, Health/Health Care Administration/Management, 3.5
Bryant and Stratton College-Eastlake 2010 — 2011
Associate of Science (AS), Medical Administrative/Executive Assistant and Medical Secretary, 3.4
MTI BUSINESS COLLEGE 1989 — 1991
Degree, Office Systems Management, Microcomputer Office Specialist
Villa Angela Academy 1982 — 1986
College Prep
Private Client Group May 2008 - Present
ISO July 2006 - May 2008
Prudential Financial 2005 - 2006
Prudential Financial 2002 - 2005
Prudential Financial 2000 - 2002
Skills
Insurance, Claim, Analysis, General Insurance, Underwriting, Employee Benefits, Liability, Property & Casualty..., Risk Management, Reinsurance
Education
Rutgers University-New Brunswick 1995 — 1999
Bachelor of Arts, Psychology
Notre Dame High School
Chubb Insurance January 2012 - Present
Private Client Group January 2007 - December 2011
Skills
Property & Casualty..., SDLC, Business Analysis, Insurance, Project Management, Business Requirements, Requirements Gathering, Risk Management, Requirements Analysis, Business Process..., Business Process, Management, Leadership, Visio, Microsoft Office, Analysis, PMO
Education
DeVry University 2006 — 2012
Bachelor of Science (BS), Business Information Systems
Tuskegee University 1990 — 1993
Mathematics
Tuskegee University 1990 — 1993
Metro June 2012 - Present
As Needed 1995 - Present
Various 1985 - Present
H&R Block January 2006 - December 2013
Scenic Fruit Company February 2008 - July 2012
J. Frank Schmidt & Son Co - 500 to 800 employees March 2007 - February 2008
Private Client Group April 2005 - October 2006
Northwest Energy Efficiency Alliance April 2004 - April 2005
PACE Credit Union January 2002 - November 2003
Peri's Bookkeeping 1996 - 2001
Skills
Office Management, Business Operations..., Customer Service, Accounting, General Ledger..., Budgeting, Compensation, Payroll, Financial Reporting, Accounts Payable, Benefits Administration, Hiring, Employee Relations, Coaching, Performance Management, Tax Preparation, Employment Law, Compliance, Policy, Organizational..., Restructuring, Problem Solving, Communication Skills, Auditing, Succession Planning, Training & Development, Talent Management, Industrial Safety, Contract Writing, Retirement Planning, Microsoft Office, Outlook, Quickbooks, HRIS, Employee Training, Leadership, New Hire Orientations, Employee Benefits, Training, Management, Human Resources, Budgets, Interviews, Deferred Compensation
Education
Mat-Su College 1997 — 1999
University of Alaska Anchorage 1988 — 1991