Sheaff Brock Investment Advisors

Sheaff Brock Investment Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Sheaff Brock Investment Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Sheaff Brock Investment Advisors Salaries. You can even request information on how much does Sheaff Brock Investment Advisors pay if you want to. Learn about salaries, pros and cons of working for Sheaff Brock Investment Advisors directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

11 Sheaff Brock Investment Advisors employees in database. Find out everything there's to know about Sheaff Brock Investment 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.

Sheaff Brock Investment Advisors Employees

Employee
Years
Job
Industry
Christy Jordan Christy Jordan Indianapolis, Indiana Details
Christy Jordan's Sheaff Brock Investment Advisors Experience September 2010 - Present
Job Senior Vice President, Investments Sheaff Brock Investment Advisors
Industry Investment Management
Experience
Sheaff Brock Investment Advisors   September 2010 - Present
Sheaff Brock Investment Advisors   September 2010 - Present
Paine Webber  1999 - 2000
Munder Capital Management  1997 - 1999
Duff & Phelps Investment Management Co.   December 1993 - April 1997

Education
Purdue University

Edward JR Humphreys II, CFA, CAIA Edward JR Humphreys II, CFA, CAIA Indianapolis, Indiana Area Details
Edward JR Humphreys II, CFA, CAIA's Sheaff Brock Investment Advisors Experience September 2015 - Present
Job Senior Portfolio Manager at Sheaff Brock Investment Advisors
Industry Financial Services
Experience
Sheaff Brock Investment Advisors   September 2015 - Present
Morning Dove Therapeutic Riding, Inc.   November 2011 - Present
CFA Institute  2010 - Present
JR Humphreys   May 2015 - August 2015
BKD Wealth Advisors  September 2003 - May 2015
United Bankshares   August 2000 - September 2003
Charles Schwab  1995 - 2000

Skills
Investments, Alternative Investments, High Net Worth..., Options, Wealth Management, Asset Management, Portfolio Management, Equities, Equity Research

Education
Marshall University   1985 — 1990
BBA, finance

Colleen Finn Colleen Finn Indianapolis, Indiana Details
Colleen Finn's Sheaff Brock Investment Advisors Experience August 2011 - April 2012
Job US Consumer Marketing at Lilly
Industry Pharmaceuticals
Experience
Eli Lilly and Company  June 2012 - Present
Simon Property Group  November 2011 - May 2012
Sheaff Brock Investment Advisors   August 2011 - April 2012
Food Export Association of the Midwest  May 2011 - August 2011

Skills
Marketing, Marketing Strategy, Marketing Communications, Event Planning, Public Relations, Event Management, Market Research, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Strategic Planning, Microsoft Word, Social Media Marketing, Public Speaking, Budgets, Access, Social Media, Spanish, Email Marketing, Social Networking, Facebook, Digital Marketing, Data Analysis, Blogging

Education
Butler University   2008 — 2012
Bachelor's, International Business and Marketing

University of Nicosia   2011 — 2011
Study Abroad, Global Business

Universitat Pompeu Fabra   2009 — 2009
Study Abroad, European Business

Anna Dolezal Anna Dolezal Greater Denver Area Details
Anna Dolezal's Sheaff Brock Investment Advisors Experience August 2013 - May 2014
Job Underwriter
Industry Insurance
Experience
Zurich North America  June 2014 - Present
Sheaff Brock Investment Advisors   August 2013 - May 2014
Gregory & Appel Insurance  June 2013 - August 2013
Assist Marketing  November 2012 - April 2013
Delta Tau Delta  October 2011 - May 2012

Skills
Public Speaking, Written Communication, Event Planning, Marketing, Social Media, Microsoft Excel, PowerPoint, Microsoft Office, Photoshop, Event Management, Prospect Research, Market Research, Customer Service, Facebook, Advertising, Sales, Management, Social Media Marketing

Education
Butler University   2010 — 2014
Bachelor's degree, Marketing, Psychology, Senior

Jennifer Overhoff Jennifer Overhoff Greater Los Angeles Area Details
Jennifer Overhoff's Sheaff Brock Investment Advisors Experience March 2014 - Present
Job VPNational Sales at Sheaff Brock Investment Advisors
Industry Financial Services
Experience
Sheaff Brock Investment Advisors   March 2014 - Present
Fidelity Investments  October 2012 - June 2013
AssetMark  June 2007 - September 2011
Principal Financial Group  2004 - 2006

Skills
Financial Planning, Insurance, Securities, Asset Management, Customer Relations, Cold Calling, Series 6, Mutual Funds, Wealth Management, Series 63, Banking, Group Benefits, Asset Allocation, Client Service, Wholesaling, Series 7, Investments, Finance, Relationship Management, Series 65, FINRA, Strategic Financial..., Financial Services, Employee Benefits, Management, Retirement Planning, Wholesale, Retirement, Financial Advisory, Life Insurance, Fixed Annuities, Sales, Portfolio Management, Disability Insurance, Training, 401k, Customer Service, Investment Strategies, Alternative Investments, Uniform Combined State..., Equities, Investment Advisory, IRAs, Long-term Care, Estate Planning, Health Insurance, Pensions, ETFs, Wealth Management..., Client Services

Education
California State University-Los Angeles   1993 — 1997
Sociology

Alverno High School

Cal Poly San Luis Obispo

Adam Searles Adam Searles Indianapolis, Indiana Area Details
Adam Searles's Sheaff Brock Investment Advisors Experience January 2013 - June 2013
Job Charge Analyst at Indiana Univesity Health
Industry Higher Education
Experience
Indiana University Health  July 2014 - Present
Indiana University Health  October 2013 - July 2014
Abelard Construction, Inc.   July 2013 - October 2013
Indiana University Health  June 2010 - October 2013
Sheaff Brock Investment Advisors   January 2013 - June 2013
Hoosier Oncology Group  September 2012 - December 2012

Skills
Hospitals, Management, Clinical Trials, Microsoft Office, Customer Service, Public Speaking, Clinical Research, PowerPoint, Market Research, Pharmacy, Healthcare, Marketing

Education
Butler University   2009 — 2013
Bachelor of Science (B.S.), Marketing/Chemistry Minor

Paul Meinville Paul Meinville Greater New York City Area Details
Paul Meinville's Sheaff Brock Investment Advisors Experience July 2012 - Present
Job VP National Sales at Sheaff Brock Investment Advisors
Industry Financial Services
Experience
Sheaff Brock Investment Advisors   July 2012 - Present
Affinity Wealth Management, Inc.   May 2011 - April 2012
Raymond James & Associates, Inc.   April 2010 - February 2011
Ameriprise Financial  November 2008 - November 2009
Charles Schwab & Co., Inc.   March 1987 - December 2006

Skills
Wealth Management, Strategic Financial..., Investments, Management, Mutual Funds, Securities, Financial Services, Business Development, Leadership, Banking, Financial Advisory

Education
Temple University   1981 — 1984
BA Management, Business Administration

West Chester University of Pennsylvania   1978 — 1981
Business Administration

Sheldon Hirst Sheldon Hirst Indianapolis, Indiana Area Details
Sheldon Hirst's Sheaff Brock Investment Advisors Experience June 2013 - Present
Job Controller at Sheaff Brock Investment Advisors
Industry Wholesale
Experience
Sheaff Brock Investment Advisors   June 2013 - Present
Crystal Flash  2010 - Present
KK sales   1996 - Present
Ranac Computer Corp   2009 - January 2015

Skills
Strategic Planning, Budgets, Payroll, New Business Development, Healthcare, Team Building, Process Improvement, Negotiation, Management, Account Management, Mergers & Acquisitions

Education
Indiana University Bloomington   1973 — 1977
bs, accounting

Dave Gilreath Dave Gilreath Indianapolis, Indiana Area Details
Dave Gilreath's Sheaff Brock Investment Advisors Experience November 2001 - Present
Job Managing Director at Sheaff Brock Investment Advisors
Industry Investment Management
Experience
Sheaff Brock Investment Advisors   November 2001 - Present

Education
Miami University

Walter Taggart Walter Taggart Indianapolis, Indiana Area Details
Walter Taggart's Sheaff Brock Investment Advisors Experience June 2011 - Present
Job Trading/Portfolio Allocation at Sheaff Brock Investment Advisors
Industry Investment Management
Experience
Sheaff Brock Investment Advisors   June 2011 - Present

Skills
New Business Development, Mutual Funds, Negotiation, Strategic Planning, Budgets, Team Building, Corporate Finance, Marketing Strategy, Marketing Communications, Financial Structuring, Cash Flow

Education
University of Chicago Graduate School of Business   1960 — 1962

Purdue University   1955 — 1960
B.S., Industrial Economics