Sovereign Investment Group

Description

Address: 104 Welton Way, Mooresville, NC 28117 Hours: Closed ⋅ Opens 8AM Mon SaturdayClosedSundayClosedMonday8AM–4:30PMTuesday8AM–4:30PMWednesday8AM–4:30PMThursday8AM–4:30PMFriday8AM–4:30PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (704) 508-4949Place name: : Category: : : : : Website: : Website: http://www.sigwm.com/ Category: Financial Planner 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. Questions & answers Ask a questionBe the first to ask a question

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

Sovereign Investment Group Salaries. You can even request information on how much does Sovereign Investment Group pay if you want to. Learn about salaries, pros and cons of working for Sovereign Investment Group 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 Sovereign Investment Group employees in database. Find out everything there's to know about Sovereign Investment Group 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.

Sovereign Investment Group Employees

Employee
Years
Job
Industry
Marilyn Swanson Marilyn Swanson Houston, Texas Area Details
Marilyn Swanson's Sovereign Investment Group Experience May 2014 - Present
Job Solving Insurance Needs Health, Life, Medicare, Health
Industry Insurance
Experience
Sovereign Investment Group   May 2014 - Present
Galveston Tropical Condos at Maravilla   January 2008 - Present
MAS-Soutions "Working together for the health of our children"   October 2009 - December 2014
Bankers Life and Casualty  April 2010 - May 2014
Save the Children  November 2008 - October 2009
United States Department of Agriculture  February 2005 - September 2008
National Food Service Management Institute  June 2001 - February 2005
Partners of the Americas  1995 - 1997
University of Idaho  1979 - 1996

Skills
Medicare, Long Term Care, Life Insurance, Public Speaking, Vacation opportunities, Nutrition, School Lunch, Program Management, Team Building, Long-term Care, Leadership, Insurance, Training, Research, Grants, Strategic Planning, Retirement, Fixed Annuities, Fundraising, Nonprofits, Health Insurance

Education
Washington State University   1980 — 1987
PhD, Nutrition with emphasis in Nutr. Education

University of Wisconsin-Madison   1967 — 1969
M.S., Food science and nutrition

University of Delaware   1963 — 1967
B.S., Food and nutrition

Arthur Blair, CPA Arthur Blair, CPA Friendswood, Texas Details
Arthur Blair, CPA's Sovereign Investment Group Experience 2012 - Present
Job Financial Advisor at Sovereign Investment Group
Industry Financial Services
Experience
Sovereign Investment Group   2012 - Present
Blair & Associates, PC   2005 - Present
Arthur A. Blair, PC   1993 - 2005

Skills
Tax-advantaged..., 401k Rollovers, Individual Pension Plans, Stock Management, Mutual Funds, Strategic Asset...

Education
University of Houston   1971 — 1975
Bachelor of Business Administration (B.B.A.)

William C. Crouch Jr. William C. Crouch Jr. Houston, Texas Area Details
William C. Crouch Jr.'s Sovereign Investment Group Experience August 2005 - August 2007
Job Oil & Gas Landman at Corbut & Associates LLC
Industry Oil & Energy
Experience
Corbut & Associates LLC   June 2011 - Present
WC Crouch & Co   December 2007 - January 2012
JPMorgan Chase  September 2007 - December 2007
Sovereign Investment Group   August 2005 - August 2007
Morgan Stanley in   November 1992 - August 2005
Independent Oil & Gas Landman   August 1988 - October 1992

Skills
Real Estate

Education
The University of Texas at Austin   1978 — 1982
BBA, Petroleum Land Management

Passed Special Education EC-12 Content Test

The University of Texas at Austin
BBA, Petroleum Land Management

Kay W. Boyd, EdD, CFP® Kay W. Boyd, EdD, CFP® Houston, Texas Area Details
Kay W. Boyd, EdD, CFP®'s Sovereign Investment Group Experience August 2007 - Present
Job Senior Vice President at Sovereign Investment Group
Industry Financial Services
Experience
Sovereign Investment Group   August 2007 - Present
University of Houston  2001 - 2006
Houston's Business Radio 650   2000 - 2001

Skills
Retirement Planning, Certified Financial..., Investment Planning, Estate Planning, Strategic Financial..., Financial Planners, Financial Advisory, Insurance, Securities, Mutual Funds, Wealth Management, Fixed Annuities, Financial Services, Portfolio Management, Asset Management, Finance, Retirement

Education
Oklahoma State University
Bachelor's, Music Education

University of Northern Colorado
Master's, Doctorate, Education

Mike Stockman Mike Stockman Houston, Texas Area Details
Mike Stockman's Sovereign Investment Group Experience February 2009 - February 2013
Job Independent Financial Advisor
Industry Financial Services
Experience
Independent Financial Advisor  March 2013 - Present
Sovereign Investment Group   February 2009 - February 2013
AIG Retirement  November 1999 - February 2009
VALIC Retirement   1999 - 2009

Skills
Financial Planning, Retirement Planning, Education Planning, Investment Planning, Mutual Funds, Fixed Annuities, Retirement, Series 63, Asset Allocation, Insurance, Life Insurance, Finance, Series 6, Investment Management, Variable Annuities, Long Term Care Insurance, Wealth Management, Estate Planning

Education
Texas State University-San Marcos   1985 — 1990
BS, Criminal Justice

Marty Peskin Marty Peskin Houston, Texas Details
Marty Peskin's Sovereign Investment Group Experience November 2005 - Present
Job Vice President and LPL Financial Advisor at Sovereign Investment Group
Industry Investment Management
Experience
Sovereign Investment Group   November 2005 - Present
Morgan Stanley Smith Barney  July 1996 - November 2005

Skills
Series 7, Insurance, Mutual Funds, Retirement Planning, Series 63, Asset Management, Wealth Management, Portfolio Management, Annuities, Equities, Investments, Financial Advisory, Financial Planning, Securities, Finance, FINRA, Asset Allocation, Investment Advisory, Retirement, Investment Strategies

Education
University of Houston
Bachelor's degree, Public Relations

Jeff Peskin Jeff Peskin Houston, Texas Area Details
Jeff Peskin's Sovereign Investment Group Experience 2005 - Present
Job Financial Advisor
Industry Financial Services
Experience
Sovereign Investment Group   2005 - Present
Morgan Stanley  May 2000 - November 2005
Universal Computer Systems  February 1992 - May 2000

Education
The University of Texas at Austin   1987 — 1991

Matthew Holder Matthew Holder Houston, Texas Details
Matthew Holder's Sovereign Investment Group Experience 2007 - Present
Job Vice President Wealth Consultant at Sovereign Investment Group
Industry Financial Services
Experience
Sovereign Investment Group   2007 - Present
A.G. Edwards & Sons, Inc.   2000 - 2007
Wells Fargo  1994 - 2000

Skills
Retirement Planning, Strategy, CRM, Securities, Wealth, Finance, Financial Planning, Financial Services, Asset Managment, Fixed Annuities, Trading, Options, 401k, FINRA, Asset Management, Retail Banking, Insurance, DJ, Asset Allocation

Education
University of Houston   1995 — 1998
Masters of Science, Occupational Technology

Sam Houston State University   1987 — 1991
Bachelor of Fine Arts, Radio, TV & Film

Neal Britt Neal Britt Houston, Texas Area Details
Neal Britt's Sovereign Investment Group Experience September 2005 - Present
Job Senior Vice President and Wealth Consultant at Sovereign Investment Group
Industry Financial Services
Experience
Sovereign Investment Group   September 2005 - Present
Morgan Stanley  March 1999 - August 2005

Education
University of Houston, C.T. Bauer College of Business   1999 — 2002
Bachelor of Business Adminstration Finance

Sam Houston State University   1997 — 1998

Kyle Sadler, AIF Kyle Sadler, AIF Houston, Texas Area Details
Kyle Sadler, AIF's Sovereign Investment Group Experience October 2008 - January 2011
Job President at Precept Wealth Management
Industry Financial Services
Experience
Precept Wealth Management   January 2011 - Present
The C12 Group  May 2013 - March 2015
BarterOnly   October 2012 - January 2015
Sovereign Investment Group   October 2008 - January 2011
AIG Retirement Services  June 1999 - October 2008
AIG Retirement  1999 - 2008
AIG VALIC  1999 - 2008

Skills
Talking, Thinking, Theorizing

Education
Sam Houston State University   1994 — 1997
BBA, Accounting

University of North Texas   1993 — 1994

Blinn College   1991 — 1993

C.H. Yoe High School   1987 — 1991

Tom Reasoner Tom Reasoner Indianapolis, Indiana Area Details
Tom Reasoner's Sovereign Investment Group Experience January 2004 - December 2008
Job Vice President Finance Leidos Health
Industry Hospital & Health Care
Experience
Leidos Health  May 2010 - April 2015
The Precedent Companies  May 2004 - May 2010
Sovereign Investment Group   January 2004 - December 2008
Multi-Link Telecommunciations, Inc.   January 2000 - January 2004
Jameson Inns  January 1997 - January 2000
Katz, Sapper & Miller   January 1992 - November 1996

Skills
Accounting, Process Improvement, Leadership, Team Leadership, Financial Accounting, Financial Statements, Financial Analysis, Financial Reporting, Financial Modeling, Reporting & Analysis, Strategic Planning, Business Process..., Budgeting, Budget Management, Financial Metrics, Forecasting, Accounts Receivable, Accounts Payable, Monthly Close Process, Team Management, Change Management, Collaborative Problem..., Payroll Administration, SOX 404, Management Of Direct..., Supervisory Skills, Hiring, Presentations, Tax Audits, Financial Audits, Healthcare, Software Documentation, Software Implementation, Business Analysis, Executive Leadership, Project Management

Education
Indiana University Bloomington   1988 — 1991
Bachelor's degree, Accounting

Dartmouth College   1987 — 1987