Reliance Financial Group
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Reliance Financial Group Employees
Employee
Years
Job
Industry
David Schroll David Schroll's Reliance Financial Group Experience April 2015 - Present
Job Compliance Analyst at Reliance Financial Group
Industry Financial Services
Experience
Reliance Financial Group April 2015 - Present
Kalos Financial August 2013 - April 2015
Auburn University College of Business January 2012 - June 2013
FSC Securities September 2010 - July 2011
FSC Securities January 2010 - August 2010
FSC Securities January 2008 - December 2009
FSC Securities December 2006 - December 2007
UPS Supply Chain Solutions 2002 - 2002
Skills
Management, Analysis, Financial Services, Mutual Funds, Auditing, Microsoft Office, PowerPoint, Microsoft Excel, Quality Assurance, Microsoft Word, Financial Modeling, Internal Audit, Public Speaking, Data Analysis, Research, Financial Analysis, SAS, Investments, Portfolio Management, Strategic Financial...
Education
Auburn University 2011 — 2013
Master of Science (MS), Finance, General
Auburn University 2011 — 2012
Master of Business Administration (M.B.A.)
Auburn University, College of Business 2001 — 2005
Bachelor of Science, Business Administration, Major - Finance, Minor - Spanish
Reliance Financial Group April 2015 - Present
Kalos Financial August 2013 - April 2015
Auburn University College of Business January 2012 - June 2013
FSC Securities September 2010 - July 2011
FSC Securities January 2010 - August 2010
FSC Securities January 2008 - December 2009
FSC Securities December 2006 - December 2007
UPS Supply Chain Solutions 2002 - 2002
Skills
Management, Analysis, Financial Services, Mutual Funds, Auditing, Microsoft Office, PowerPoint, Microsoft Excel, Quality Assurance, Microsoft Word, Financial Modeling, Internal Audit, Public Speaking, Data Analysis, Research, Financial Analysis, SAS, Investments, Portfolio Management, Strategic Financial...
Education
Auburn University 2011 — 2013
Master of Science (MS), Finance, General
Auburn University 2011 — 2012
Master of Business Administration (M.B.A.)
Auburn University, College of Business 2001 — 2005
Bachelor of Science, Business Administration, Major - Finance, Minor - Spanish
Jordan Horn Jordan Horn's Reliance Financial Group Experience February 2012 - Present
Job Wealth Manager at Reliance Financial Group
Industry Financial Services
Experience
Reliance Financial Group February 2012 - Present
Skills
Strategic Financial..., Investments, Estate Planning, Alternative Investments, Wealth Management..., Securities, Risk Management, Retirement Planning, Investment Advisory, Mergers & Acquisitions, Investment Strategies, Portfolio Management
Education
University of Alabama at Birmingham 2009 — 2012
Bachelor of Science (B.S.), Accounting
Hewitt Trussville 2005 — 2009
Advanced Academic, Computer and AP Endorsement
Reliance Financial Group February 2012 - Present
Skills
Strategic Financial..., Investments, Estate Planning, Alternative Investments, Wealth Management..., Securities, Risk Management, Retirement Planning, Investment Advisory, Mergers & Acquisitions, Investment Strategies, Portfolio Management
Education
University of Alabama at Birmingham 2009 — 2012
Bachelor of Science (B.S.), Accounting
Hewitt Trussville 2005 — 2009
Advanced Academic, Computer and AP Endorsement
Amandeep Sidhu Amandeep Sidhu's Reliance Financial Group Experience July 2006 - February 2008
Job Financial Services Manager at BMO Financial Group
Industry Banking
Experience
BMO Financial Group August 2014 - Present
BMO Financial Group April 2013 - Present
Citi August 2007 - December 2011
Reliance Financial Group July 2006 - February 2008
Simon Jackson Brokers Ltd June 2003 - July 2006
Skills
•Strong Communication..., Innovative Thinking, Extremely Well Organized, Attention To Detail, Budgeting, Banking, Customer Relations, Customer Service, Coaching, Financial Planning, Integration, Negotiation, Organizing, PowerPoint, Team Building, Teamwork, Administration, Business Strategy, Documentation, Excel, Insurance, Internet, Languages, Team Leadership, Microsoft Office, Quality, Risk Management, Problem Solving, Troubleshooting, Software Documentation
Education
Punjabi University 2002 — 2005
Bachelor of Business Administration (BBA), Business Administration and Management, General
BMO Financial Group August 2014 - Present
BMO Financial Group April 2013 - Present
Citi August 2007 - December 2011
Reliance Financial Group July 2006 - February 2008
Simon Jackson Brokers Ltd June 2003 - July 2006
Skills
•Strong Communication..., Innovative Thinking, Extremely Well Organized, Attention To Detail, Budgeting, Banking, Customer Relations, Customer Service, Coaching, Financial Planning, Integration, Negotiation, Organizing, PowerPoint, Team Building, Teamwork, Administration, Business Strategy, Documentation, Excel, Insurance, Internet, Languages, Team Leadership, Microsoft Office, Quality, Risk Management, Problem Solving, Troubleshooting, Software Documentation
Education
Punjabi University 2002 — 2005
Bachelor of Business Administration (BBA), Business Administration and Management, General
Cynthia Fortner Cynthia Fortner's Reliance Financial Group Experience January 2007 - November 2012
Job Sales Rep at MGB Apparel and Promotions
Industry Financial Services
Experience
MGB Apparel and Promotions November 2012 - Present
Reliance Financial Group January 2007 - November 2012
Grassroots LLC October 2004 - December 2006
TD Waterhouse January 1994 - May 2000
Skills
Budgets, Account Management, Sales, Customer Service, Marketing Strategy, Public Relations
Education
University of Alabama 1985 — 1989
Public Relations, Communications
MGB Apparel and Promotions November 2012 - Present
Reliance Financial Group January 2007 - November 2012
Grassroots LLC October 2004 - December 2006
TD Waterhouse January 1994 - May 2000
Skills
Budgets, Account Management, Sales, Customer Service, Marketing Strategy, Public Relations
Education
University of Alabama 1985 — 1989
Public Relations, Communications
Coco Tan Coco Tan's Reliance Financial Group Experience April 2011 - Present
Job Broker Associate at Coldwell Banker
Industry Real Estate
Experience
Coldwell Banker August 2011 - Present
Reliance Financial Group April 2011 - Present
BayCal Realty & Financial Corp. March 2003 - August 2011
Chinese American Real Estate Association January 2011 - July 2011
McAfee August 2001 - November 2005
Globalstar February 2000 - August 2001
Comsat International January 1999 - February 2000
GlobalOne November 1997 - January 1999
The Strategis Group October 1995 - October 1997
Skills
Short Sales, Investments, Financial Analysis, Financial Modeling, Strategy
Education
George Mason University 1993 — 1995
M.B.A, Finance
Hunan University 1989 — 1993
B.S, International Business Administration
Coldwell Banker August 2011 - Present
Reliance Financial Group April 2011 - Present
BayCal Realty & Financial Corp. March 2003 - August 2011
Chinese American Real Estate Association January 2011 - July 2011
McAfee August 2001 - November 2005
Globalstar February 2000 - August 2001
Comsat International January 1999 - February 2000
GlobalOne November 1997 - January 1999
The Strategis Group October 1995 - October 1997
Skills
Short Sales, Investments, Financial Analysis, Financial Modeling, Strategy
Education
George Mason University 1993 — 1995
M.B.A, Finance
Hunan University 1989 — 1993
B.S, International Business Administration
Jeannie Perry Jeannie Perry's Reliance Financial Group Experience 2003 - 2009
Job Regional Operations Manager at Starr Textile Services
Industry Textiles
Experience
Starr Textile Services December 2009 - Present
Reliance Financial Group 2003 - 2009
Merrill Lynch 1997 - 1999
Danka Office Imaging 1997 - 1999
Skills
Team Building, Budgets, Training, Strategic Planning, Customer Service, Operations Management, Negotiation, Inventory Management, New Business Development, Leadership Development, Merchandising, Retail, Sales Management, Supply Chain Management, Notary Public, Recruiting, Hiring Practices, Accounts Receivable, Social Media Marketing, Fundraising, Management, Sales, Leadership
Education
Columbia Southern University 2013 — 2014
Associate of Science (A.S.), Business, 4.0
University of South Alabama 1989 — 1992
Starr Textile Services December 2009 - Present
Reliance Financial Group 2003 - 2009
Merrill Lynch 1997 - 1999
Danka Office Imaging 1997 - 1999
Skills
Team Building, Budgets, Training, Strategic Planning, Customer Service, Operations Management, Negotiation, Inventory Management, New Business Development, Leadership Development, Merchandising, Retail, Sales Management, Supply Chain Management, Notary Public, Recruiting, Hiring Practices, Accounts Receivable, Social Media Marketing, Fundraising, Management, Sales, Leadership
Education
Columbia Southern University 2013 — 2014
Associate of Science (A.S.), Business, 4.0
University of South Alabama 1989 — 1992
Jordan Haley Jordan Haley's Reliance Financial Group Experience June 2013 - August 2013
Job Investment Banking Professional
Industry Investment Banking
Experience
Alpha Capital Corporation July 2015 - Present
FHL Capital Corporation May 2014 - August 2014
Reliance Financial Group June 2013 - August 2013
Skills
Microsoft Office, Leadership, Microsoft Excel, Volunteering, Business Valuation, Financial Modeling, Mergers & Acquisitions, LBO, Divestitures, Financial Statements, Asset Management, Statics, Political Campaigns, R, OS X, Windows, Non-profit Volunteer, Finance, Financial Advisory
Education
Auburn University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
john carroll catholic 2006 — 2010
very high honors, honors/advanced placement
Alpha Capital Corporation July 2015 - Present
FHL Capital Corporation May 2014 - August 2014
Reliance Financial Group June 2013 - August 2013
Skills
Microsoft Office, Leadership, Microsoft Excel, Volunteering, Business Valuation, Financial Modeling, Mergers & Acquisitions, LBO, Divestitures, Financial Statements, Asset Management, Statics, Political Campaigns, R, OS X, Windows, Non-profit Volunteer, Finance, Financial Advisory
Education
Auburn University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
john carroll catholic 2006 — 2010
very high honors, honors/advanced placement
Sheree Terry Sheree Terry's Reliance Financial Group Experience December 2007 - Present
Job
Industry Financial Services
Experience
Reliance Financial Group December 2007 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Management, PowerPoint, Leadership, Outlook, Research, Customer Service
Education
University of Florida
BS Marketing, Marketing
Reliance Financial Group December 2007 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Management, PowerPoint, Leadership, Outlook, Research, Customer Service
Education
University of Florida
BS Marketing, Marketing
Hamilton Poynor Hamilton Poynor's Reliance Financial Group Experience January 2010 - Present
Job Managing Partner/High Net Worth & Institutions/ Reliance Financial Group
Industry Financial Services
Experience
Reliance Financial Group January 2010 - Present
Poynor and Associates, Inc October 2000 - January 2010
Protective Life Corporation/First Protective September 1996 - January 2000
Education
Auburn University 1983 — 1987
BS, Economics
Mountain Brook High School 1980 — 1983
Reliance Financial Group January 2010 - Present
Poynor and Associates, Inc October 2000 - January 2010
Protective Life Corporation/First Protective September 1996 - January 2000
Education
Auburn University 1983 — 1987
BS, Economics
Mountain Brook High School 1980 — 1983
Kevin W. Harper, CFP®'s Reliance Financial Group Experience May 2015 - Present
Job Executive Vice President at Reliance Financial Group
Industry Investment Management
Experience
Reliance Financial Group May 2015 - Present
Ameriprise Financial Advisors September 2008 - May 2015
H&R Block Financial Advisors February 2000 - September 2008
Headhunter.net 1998 - 2000
Education
Oglethorpe University 2000 — 2002
Certified Financial Planner Designation, CFP®
University of Alabama 1991 — 1995
BA, Finance
Reliance Financial Group May 2015 - Present
Ameriprise Financial Advisors September 2008 - May 2015
H&R Block Financial Advisors February 2000 - September 2008
Headhunter.net 1998 - 2000
Education
Oglethorpe University 2000 — 2002
Certified Financial Planner Designation, CFP®
University of Alabama 1991 — 1995
BA, Finance
Kristy Puckett Kristy Puckett's Reliance Financial Group Experience January 2014 - Present
Job Manager, Marketing + Event Planning at Reliance Financial Group, LPL Financial
Industry Financial Services
Experience
Reliance Financial Group January 2014 - Present
Lifetime Fitness April 2013 - December 2013
Skills
Microsoft Office, Public Speaking, Customer Service, Microsoft Excel, Strategic Planning, Social Media, Marketing Strategy, Social Media Marketing, Management, Sales, Marketing, Event Planning, Budgets
Education
University of Alabama
BA Psychology, Social Welfare
Sebring High School
Reliance Financial Group January 2014 - Present
Lifetime Fitness April 2013 - December 2013
Skills
Microsoft Office, Public Speaking, Customer Service, Microsoft Excel, Strategic Planning, Social Media, Marketing Strategy, Social Media Marketing, Management, Sales, Marketing, Event Planning, Budgets
Education
University of Alabama
BA Psychology, Social Welfare
Sebring High School
Shannon Spotswood's Reliance Financial Group Experience September 2015 - Present
Job Managing Director, Strategy & Business Development at Reliance Financial Group
Industry Financial Services
Experience
Reliance Financial Group September 2015 - Present
Busy Bees July 2011 - Present
Symphony Asset Management August 2009 - June 2011
Symphony Asset Management December 2007 - May 2008
Symphony Asset Management January 2005 - December 2006
Symphony Asset Management January 2004 - December 2004
Symphony Asset Management January 1998 - December 2003
Volpe Brown Whelan & Company May 1996 - December 1997
Volpe Brown Whelan & Company May 1995 - May 1996
EGM Capital January 1994 - May 1995
Skills
Business Strategy, investment banking, Portfolio Management, Sales and marketing, Equities, Investor Relations, Hedge Funds, Alternative Investments, Investments, Investment Banking, Asset Management, Strategy
Education
University of Arizona 1989 — 2003
Bachelor of Arts, Economics and Political Science
Bellarmine College Preparatory 1985 — 1989
Reliance Financial Group September 2015 - Present
Busy Bees July 2011 - Present
Symphony Asset Management August 2009 - June 2011
Symphony Asset Management December 2007 - May 2008
Symphony Asset Management January 2005 - December 2006
Symphony Asset Management January 2004 - December 2004
Symphony Asset Management January 1998 - December 2003
Volpe Brown Whelan & Company May 1996 - December 1997
Volpe Brown Whelan & Company May 1995 - May 1996
EGM Capital January 1994 - May 1995
Skills
Business Strategy, investment banking, Portfolio Management, Sales and marketing, Equities, Investor Relations, Hedge Funds, Alternative Investments, Investments, Investment Banking, Asset Management, Strategy
Education
University of Arizona 1989 — 2003
Bachelor of Arts, Economics and Political Science
Bellarmine College Preparatory 1985 — 1989
Brad Lee, CFA's Reliance Financial Group Experience February 2012 - August 2013
Job Investment Advisor
Industry Financial Services
Experience
Loosa Brews 2014 - Present
Bank of Tuscaloosa November 2012 - December 2014
Reliance Financial Group February 2012 - August 2013
Compass Bank January 2005 - February 2008
SouthTrust Bank January 2002 - January 2005
Skills
Series 7, Series 66, CFA, MBS, Fixed Income, Uniform Combined State..., Finance, ABS, Chartered Financial..., Investments, Asset Management, Loans, Portfolio Management
Education
University of Alabama 2000 — 2001
Master's degree, Finance, General
Florida State University - College of Business 1994 — 1999
MA, Finance
Loosa Brews 2014 - Present
Bank of Tuscaloosa November 2012 - December 2014
Reliance Financial Group February 2012 - August 2013
Compass Bank January 2005 - February 2008
SouthTrust Bank January 2002 - January 2005
Skills
Series 7, Series 66, CFA, MBS, Fixed Income, Uniform Combined State..., Finance, ABS, Chartered Financial..., Investments, Asset Management, Loans, Portfolio Management
Education
University of Alabama 2000 — 2001
Master's degree, Finance, General
Florida State University - College of Business 1994 — 1999
MA, Finance
Alan Hibbard's Reliance Financial Group Experience January 2011 - June 2011
Job Director of Internal Integration at M.E.DV.A.R
Industry Education Management
Experience
M.E.D-V.A.R June 2013 - Present
Atlas Test Prep 2012 - Present
Compass Test Review 2012 - Present
Reliance Financial Group January 2011 - June 2011
Skills
Microsoft Excel, Microsoft Office, Public Speaking, Microsoft Word
Education
State University of New York at Buffalo - School of Management 2006 — 2011
Master of Business Administration (MBA), Finance, Consulting, Mathematics
The Nichols School 1998 — 2006
M.E.D-V.A.R June 2013 - Present
Atlas Test Prep 2012 - Present
Compass Test Review 2012 - Present
Reliance Financial Group January 2011 - June 2011
Skills
Microsoft Excel, Microsoft Office, Public Speaking, Microsoft Word
Education
State University of New York at Buffalo - School of Management 2006 — 2011
Master of Business Administration (MBA), Finance, Consulting, Mathematics
The Nichols School 1998 — 2006
Frank Vetrano's Reliance Financial Group Experience March 2012 - Present
Job Managing Director/Controller/Treasurer at Reliance Financial Group
Industry Financial Services
Experience
Reliance Financial Group March 2012 - Present
Rock Financial, Inc. June 1999 - February 2012
Saks Incorporated December 1997 - May 1999
Skills
Strategic Planning, Mergers & Acquisitions, Strategic Financial...
Education
University of Alabama at Birmingham 1991 — 1996
BS, Accounting
Reliance Financial Group March 2012 - Present
Rock Financial, Inc. June 1999 - February 2012
Saks Incorporated December 1997 - May 1999
Skills
Strategic Planning, Mergers & Acquisitions, Strategic Financial...
Education
University of Alabama at Birmingham 1991 — 1996
BS, Accounting