Round Hill Securities

Description

Address: 288 Telephone Rd, Orleans, VT 05860 Phone: (800) 427-6320Place name: : : : Hours: : Website: : Category: : Website: http://roundhillsecurity.com/ Category: Security system supplier 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. 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 Round Hill Security Posting publicly on the Web Write a review Reviews 4 Google reviews

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Round Hill Securities Employees

Employee
Years
Job
Industry
Nils Ericson Nils Ericson Tampa/St. Petersburg, Florida Area Details
Nils Ericson's Round Hill Securities Experience February 1995 - August 2003
Job Chief Compliance Officer
Industry Financial Services
Experience
JHS Capital Advisors, LLC  April 2012 - Present
Paulson Investment Company, Inc.   February 2010 - March 2012
The Private Consulting Group  February 2006 - March 2009
Investors Resources Group, Inc   October 2003 - September 2006
Round Hill Securities   February 1995 - August 2003

Education
University of San Diego   1977 — 1980
Business Administration

Scott D. Horner Scott D. Horner Phoenix, Arizona Area Details
Scott D. Horner's Round Hill Securities Experience January 2000 - June 2005
Job Designated Registered Principal, Financial Advisor & Branch Manager at First Allied Securities
Industry Financial Services
Experience
First Allied Securities  June 2005 - Present
Round Hill Securities   January 2000 - June 2005
RBC Dain Rauscher  July 1996 - January 2000

Skills
Retirement Planning, 401k Rollovers, Investments, Stocks, Strategic Financial..., Asset Allocation, Insurance, Variable Annuities, Investment Advisory, Alternative Investments, Fixed Annuities, Mutual Funds, 401k, Retirement, Wealth Management, Series 24, Series 63, IRAs, Asset Management, Securities, Life Insurance, 529 Plans, Term Life Insurance, Series 7, ETFs, Health Insurance, Long Term Care Insurance, Financial Advisory, Long-term Care, Series 65, Financial Planners, Finance, FINRA, Investment Strategies, Disability Insurance, Portfolio Management, Uniform Combined State..., Financial Services, Annuities, IRA's, Financial Planning

Education
University of Arizona   1988 — 1990
Finance, Business

Kim Motola Kim Motola Santa Fe, New Mexico Details
Kim Motola's Round Hill Securities Experience January 1997 - January 1998
Job
Industry
Experience
Emmett A Larkin Co Inc   January 1998 - December 2007
Round Hill Securities   January 1997 - January 1998

Skills
Management, Leadership, Microsoft Excel, Training, Microsoft Office, Research, Sales, Microsoft Word, PowerPoint, Customer Service

Education
University of California, Riverside   1988 — 1992
Bachelor of Arts (B.A.), Art History

San Ramon Valley High   1985 — 1988

Jim Coronado Jim Coronado Greater Chicago Area Details
Jim Coronado's Round Hill Securities Experience March 2002 - November 2005
Job FINANCIAL REPRESENTATIVE at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group  October 2012 - Present
COUNTRY ® Financial  July 2009 - October 2012
TDAMERITRADE  January 2007 - May 2009
REGAL SECURITIES   November 2005 - January 2007
ROUND HILL SECURITIES   March 2002 - November 2005
Scottrade  July 1989 - January 2002
ROSENKRANTZ, LYON & ROSS, INC.   January 1989 - March 1989
RAF FINANCIAL   February 1988 - September 1988
Legend Securities Inc.  June 1985 - December 1987
Merrill Lynch  October 1981 - June 1985

Skills
401k, 403 b, SEP, Simple IRA, Annuities (Variable and..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Income Protection, Informal Business..., IRA's (Traditional and..., Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax Deferred Savings, Term Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance

Education
DePaul University   1980 — 1981
ACCOUNTING

ST RITA HIGH SCHOOL   1976 — 1980
DIPLOMA, BUSINESS, HISTORY, ECONOMICS

DePaul University
ACCOUNTING

Gerry Burchard Gerry Burchard San Diego, California Details
Gerry Burchard's Round Hill Securities Experience April 1995 - November 2004
Job & Radio Personality
Industry Real Estate
Experience
Prime Capital Equities   January 2015 - Present
Pacific Sotheby`s International Realty  May 2014 - Present
Pacific Sotheby's International Realty: Prime Capital Equities   May 2014 - Present
Willis Allen Real Estate  January 2013 - April 2014
Villas de Oro at Palmilla   January 1999 - December 2012
Round Hill Securities   April 1995 - November 2004
Prudential Securities  April 1990 - May 1995
Shearson Lehman Hutton  January 1988 - May 1990
Merrill Lynch  January 1980 - May 1988
Pacific Stock Exchange Options Floor   February 1980 - December 1982

Skills
Series 7, Series 24, Series 63, Securities, Investment Advisory, Asset Management, Investments, Real Estate, Financial Analysis, California Real Estate..., Asset Managment, Real Estate License, Sellers, Real Estate Development, Investors, Luxury, Real Estate Transactions, Investment Properties, Residential Homes, Finance, International Real..., Sales, Real Estate Financing, Vacation Homes, REO, Real Estate Economics, Rentals, Short Sales, Condos, Real Property, Foreclosures, Single Family Homes, Property, Relocation, Property Management, Listings, Peer to Peer Lending, Buyers, Buyer Representation, Referrals

Education
University of California, Berkeley   1976 — 1981
Bachelor of Arts, Social Welfare & Economics

Saint Ignatius College Preparatory   1972 — 1976
High School, High School Diploma

April Valdivia April Valdivia San Francisco Bay Area Details
April Valdivia's Round Hill Securities Experience March 2003 - June 2005
Job Registered Client Service Associate Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  June 2014 - Present
Charles Schwab  June 2011 - June 2014
Charles Schwab & Co  March 2007 - April 2011
Charles Schwab & Co  March 2009 - September 2009
Fisher Investments  June 2005 - March 2007
Round Hill Securities   March 2003 - June 2005

Skills
Series 7, Series 63, Mutual Funds, Securities, Investments, Equities, FINRA, Series 65, Financial Services, Alternative Investments, Asset Allocation, Asset Management, Finance, Investment Advisory, Microsoft Office, Retirement Planning, Risk Management, Series 24, Wealth Management

Education
San Francisco State University   2000 — 2003
Bachelor of Arts (B.A.), Spanish Language and Literature

San Francisco State University
B.A, Spanish

Shara Simms Shara Simms Greater San Diego Area Details
Shara Simms's Round Hill Securities Experience January 2002 - August 2005
Job AVP, Training Manager
Industry Financial Services
Experience
First Allied Securities  March 2014 - Present
First Allied Securities  December 2010 - March 2014
First Allied Securities  November 2009 - December 2010
First Allied Securities  July 2008 - November 2009
Round Hill Securities   January 2002 - August 2005

Skills
Instructional Design, Instructor-led Training, Technical Training, Hands-on Training, Conference Organization, Conference Coordination, Captivate, PowerPoint, Customer Engagement, Customer Service, Financial Services, Communication, Learning Management..., Learn New Software..., Time Management, Teamwork, Organization &..., Leadership, Training

Education
Grossmont College   2008 — 2010
Associate of Science (A.S.), Business Administration, Management and Operations

James Hamiter James Hamiter San Francisco Bay Area Details
James Hamiter's Round Hill Securities Experience August 2002 - July 2005
Job Regulatory Analyst at FINRA
Industry Financial Services
Experience
Financial Industry Regulatory Authority  May 2012 - Present
Mechanics Investments and Insurance Services   January 2006 - May 2012
Round Hill Securities   August 2002 - July 2005
Round Hill Securities   August 2002 - July 2005
Pacific Exchange  October 2000 - July 2002
OMF International  April 1996 - September 2000
Wise Surfboards   July 1995 - March 1996
Pacific Stock Exchange  March 1985 - July 1995

Education
San Francisco State University   1981 — 1985
BA, English

Diablo Valley College   1978 — 1979

Jeff Gradinger Jeff Gradinger San Francisco Bay Area Details
Jeff Gradinger's Round Hill Securities Experience March 1994 - September 2001
Job Owner, Planet Forward
Industry Real Estate
Experience
DR Horton  September 2005 - Present
Round Hill Securities   March 1994 - September 2001

Education
Brown University   1979 — 1983

Sue Ellen Finney Sue Ellen Finney Kennewick, Washington Details
Sue Ellen Finney's Round Hill Securities Experience December 1996 - September 2003
Job Front Office Manager / Executive Assistant at Financial Management Inc.
Industry Financial Services
Experience
Financial Management Inc.   August 2014 - Present
Shadow Run Homeowners Association   April 2009 - Present
Express Personnel Inc.  September 2011 - July 2014
Shadow Run Homeowners Association   April 2007 - April 2010
Round HIll Securities   December 1996 - September 2003

Skills
Microsoft Word 2007,..., Microsoft Excel 2007,..., High attention to..., Investments, Microsoft Outlook, Handle Incoming and..., Accounting, Handle confidential and..., Time Management, Excellent communication..., Scheduling and Calendar..., MS Office 2007..., Banking, Financial Analysis, Securities, Able to navigate..., Human Resources, Customer Service, Portfolio Management, Mutual Funds, Financial Services, 10 Key Touch, Credit, Equities, Strategic Financial..., Wealth Management, Asset Management, Customer Satisfaction, Investment Advisory, Relationship Management, Loans, Risk Management, 5 plus years as a..., Word Processing and..., Handle Financial..., Ordering and purchasing..., Maintaining office..., Series 7, Answering Multiline..., Insurance, Maintaining Files and..., Valid Washington State..., Quickbooks, Outlook, Microsoft Excel

Education
CED Solutions Inc.   2011 — 2011
Microsoft Master Certification, Microsoft Office 2007 Specialist

Idaho State University
Medical Stenography & Technical Stenography, All aspects of office management, bookkeeping and secretarial duties.

Clinton Greene Clinton Greene San Francisco Bay Area Details
Clinton Greene's Round Hill Securities Experience September 2002 - March 2005
Job Private Wealth Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  November 2013 - Present
Credit Suisse  September 2008 - November 2013
Lehman Brothers  March 2005 - September 2008
Round Hill Securities   September 2002 - March 2005

Skills
Investments, Portfolio Management, Private Banking, Sales

Education
University of California, San Diego   1998 — 2002
Bachelor of Arts (B.A.), Economics

Las Lomas High School   1994 — 1998