Quick & Reilly
Address: 11605 Haynes Bridge Rd, Alpharetta, GA 30009 Phone: (770) 576-0230: : : : : Hours: Place name: Category: : Website: Category: Professional Services 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. Add website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Quick & Reilly Inc Posting publicly on the Web Write a review Reviews Be the first to review
Quick & Reilly List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Quick & Reilly. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Quick & Reilly Employees
Cary Urich Urich Financial Services, LLC November 2010 - Present
Raymond James Financial Services, Inc. October 2010 - October 2010
Hilliard Lyons May 2001 - October 2010
Quick & Reilly March 1993 - June 2001
Merrill Lynch 1991 - 1993
Skills
Investments, Retirement Planning, Strategic Financial..., Insurance, Estate Planning, New Business Development
Education
University of South Carolina-Columbia 1987 — 1990
BS, Business Administration
Joe Caldera Caldera Wealth Management Group April 2003 - Present
INVEST Financial Corporation April 2003 - Present
A.G. Edwards March 2001 - March 2003
Quick & Reilly May 1997 - March 2001
Skills
Estate Planning, Investments, Retirement Planning, Strategic Financial..., Retirement, Small Business, Insurance, Finance, Entrepreneurship, Financial Planning, Strategic Planning, Public Speaking, Business Development, Wealth, Team Building, Disability Insurance, Start-ups, 401k, Wealth Management..., Business Planning, Financial Analysis, Marketing Strategy, Sales Management, Coaching, Budgets, Business Strategy, New Business Development, Mergers, Management Consulting, Mergers & Acquisitions, SEO, Website Development, Social Media Marketing, Sales Process, Online Advertising, Social Media
Education
University of Nevada-Las Vegas - College of Business 1995 — 1998
Bachelors of Science, Business Administration/Management
Bonanza High School 1989 — 1993
Arthur Tsakonas Runzheimer International April 2015 - Present
The Regus Group February 2014 - March 2015
Iron Mountain/Cornerstone Records Management September 2009 - February 2014
InterBay Funding with Bayview Financial September 2003 - September 2008
Quick & Reilly September 2000 - September 2003
Hennion & Walsh May 1999 - August 2000
Skills
Credit Analysis, Sales Process, Selling, Process Improvement, Customer Relations, New Business Development, Commercial Lending, Asset Management, Records Management, Compliance Management, Data Protection, Backup Solutions, Asset Managment, Data Privacy, Software Solution Sales, Information Management, Information Technology, Information Security, Information Security..., Document Management, Document Imaging, Direct Sales, Sales, B2B, Outside Sales, Medical Sales, Medical Software Sales, Negotiation, Budgets, Cold Calling, Sales Operations, Leadership, Salesforce.com, Management, Training, Banking, Contract Negotiation, CRM, Customer Service, Sales Management, Operations Management, Account Management, Forecasting, Lead Generation, Solution Selling, Customer Retention, Professional Services, Sales Presentations, Business Process..., Executive Management
Education
University of Rhode Island 1993 — 1998
Bachelor Of Science, Accounting/Finance
Classical 1989 — 1993
Ameriprise Financial Services, Inc. August 2012 - Present
independant 2005 - July 2012
Quick & Reilly a division of FleetBoston Financial / Bank of America 1998 - 2005
Quick & Reilly 1992 - 2005
Quick & Reilly a division of FleetBoston Financial 1993 - 1998
Spear Financial Services 1986 - 1993
Education
University of North Carolina at Charlotte 1980 — 1985
Bachelor of Science (B.S.)
Merrill Lynch October 2009 - Present
Merrill Lynch October 2009 - Present
Merrill Lynch 2009 - Present
Quick & Reilly 1987 - 2005
Skills
Series 7, Wealth Management, Branch Banking, Series 63, Equities, Series 24, Banking, FINRA
Education
University of Denver 1974 — 1977
Fidelity Charitable March 2004 - Present
Quick & Reilly March 2003 - March 2004
Putnam Investments January 2002 - March 2003
Putnam Investments February 2001 - January 2002
Skills
Wealth Management, Series 63, Investments, Strategic Financial..., Asset Managment, Series 7, Estate Planning
Education
University of Massachusetts Lowell 1998 — 2000
BS, Finance
QIVANA July 2008 - Present
Charles Schwab September 1995 - July 2010
Quick & Reilly June 1993 - September 1995
Jenny Craig Corporation January 1992 - June 1993
L.P.D. World Enterprises January 1990 - December 1991
Education
University of South Florida 1989 — 1991
BS, Marketing & Finance
The Fresh Market October 2013 - Present
Self Employed June 2002 - Present
Independent Financial Advisor February 2000 - April 2014
Case Design/Remodeling May 2010 - April 2012
Father(stroke victim, dialysis etc) Caregiver 1996 - 2005
Quick & Reilly 1995 - 2000
Cardy & Co Discount Stockbrokers 1985 - 1995
Safeway Stores January 1974 - January 1984
Skills
Portfolio Management, Compliance, Investments, Customer Relations, Customer Service, Sales, Financial Analysis, Asset Management, Asset Allocation, Finance, Management, New Business Development, Accounting, Retirement Planning, Financial Services, Small Business, Sales Process, Marketing, Strategic Financial..., Vendor Management, Strategic Planning, Mutual Funds
Education
30 years of Brokerage business
FOP, ROP, GP,
University of Maryland College Park
Business/botany
Nickel Investment Advisors, Inc. Manager- New Product OperationsCharles Schwab2000 - 2003
Quick & Reilly 1986 - 1999
Education
University of Denver
BSBA, Finance
Standard & Poor's April 2003 - Present
Quick & Reilly June 2002 - March 2003
Maret School September 1995 - June 1999
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Management & Finance
University of Pennsylvania 1994 — 1995
Master's, English & Creative Writing
Wellesley College 1990 — 1994
Bachelor's, English and French