Spectrum Financial Alliance

Description

Address: 105 Wind Haven Dr, Nicholasville, KY 40356 Hours: Closed ⋅ Opens 8AM Mon SaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (859) 223-6333: : Category: : : Website: Place name: : : Website: http://www.spectrumalliance.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. Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Spectrum Financial Alliance Posting publicly on the Web Write a review Reviews 3 Google reviews From Spectrum Financial Alliance Unable to add this file. Please check that it is a valid photo. "Spectrum Financial Alliance is a unique, concentrated, asset management firm. At Spectrum, our allegiance is to the client and we can state with pride that we always put our clients’ needs first! As a Registered Investment Advisor (RIA), we have a...More "Spectrum Financial Alliance is a unique, concentrated, asset management firm. At Spectrum, our allegiance is to the client and we can state with pride that we always put our clients’ needs first! As a Registered Investment Advisor (RIA), we have a fiduciary duty, which is legally required, to make decisions in our clients’ best interest 100% of the time." Latest PostsPosts from Spectrum Financial Alliance View previous posts on Google

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11 Spectrum Financial Alliance employees in database. Find out everything there's to know about Spectrum Financial Alliance 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.

Spectrum Financial Alliance Employees

Employee
Years
Job
Industry
Gage Prather Gage Prather Denver, Colorado Details
Gage Prather's Spectrum Financial Alliance Experience May 2012 - January 2013
Job Analyst at Promontory Risk Review
Industry Financial Services
Experience
Promontory Risk Review  August 2015 - Present
American Founders Bank  March 2014 - July 2015
U.S. Bank   January 2013 - March 2014
Spectrum Financial Alliance   May 2012 - January 2013
Home Depot  January 2011 - May 2012

Skills
Office Administration, Finance, Microsoft Office, Customer Satisfaction, Customer Service, Inventory Management, Store Management, Sales, Planograms, Store Operations, Accounting, Teamwork, Financial Analysis, Time Management, Management

Education
University of Kentucky   2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Management

University of South Carolina-Columbia   2008 — 2009
Sport Management

Brad Rose Brad Rose Lexington, Kentucky Area Details
Brad Rose's Spectrum Financial Alliance Experience February 2010 - February 2012
Job CFO at Andover Management Group
Industry Financial Services
Experience
Andover Management Group  August 2015 - Present
Andover Management Group  January 2012 - Present
Spectrum Financial Alliance   February 2010 - February 2012
Corporate Finance Associates  May 2011 - July 2011

Skills
Finance, Real Estate Economics, Accounting, Financial Analysis, Multi Family Properties, Analysis, Microsoft Excel, PL Analysis, Budget, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Teamwork, Internal Controls

Education
Xavier University   2013 — 2015
Master of Business Administration (MBA)

University of Kentucky   2007 — 2011
B.S., Accounting

University of Kentucky   2007 — 2011
BBA, Finance

James McCullum, CPA James McCullum, CPA Louisville, Kentucky Area Details
James McCullum, CPA's Spectrum Financial Alliance Experience April 2009 - December 2010
Job Internal Audit Consultant at Humana
Industry Accounting
Experience
Humana  January 2015 - Present
Dean Dorton Allen Ford, PLLC  August 2012 - December 2014
DFAS  May 2011 - August 2011
Spectrum Financial Alliance   April 2009 - December 2010

Skills
CPA, Tax, Internal Controls, GAAP, Accounting, Auditing, Financial Accounting, Financial Statements, Tax Preparation, Tax Accounting, SEC Filings, Assurance

Education
University of Kentucky   2011 — 2012
MSACC, Accounting

University of Kentucky   2007 — 2011
Business, Accounting, Marketing

Matthew Dempsey Matthew Dempsey Selma, Alabama Details
Matthew Dempsey's Spectrum Financial Alliance Experience April 2009 - August 2009
Job Director of Instruction, 7th Grade at Nashville Prep
Industry Nonprofit Organization Management
Experience
RePublic Schools  July 2015 - Present
Teach For America  May 2014 - June 2015
Selma City Schools  August 2011 - May 2014
Teach for America  May 2011 - May 2013
DanceBlue  April 2010 - May 2011
Lexmark  February 2010 - May 2011
DanceBlue  April 2009 - April 2010
Spectrum Financial Alliance   April 2009 - August 2009
CurrentMarketing  June 2008 - August 2008
Aspectx, Inc   May 2008 - August 2008

Skills
Fundraising, Microsoft Office, Public Speaking, Public Relations, Marketing, Press Releases, Management, Spanish, Sales, Budgets, Event Planning, Nonprofits, Social Media, Community Outreach, PowerPoint

Education
University of Kentucky   2007 — 2011
Bachelor of Business Administration, Marketing, Management, and Spanish

Saint Xavier High School Louisville KY   2003 — 2007

Jeremy Roane Jeremy Roane Louisville, Kentucky Details
Jeremy Roane's Spectrum Financial Alliance Experience October 2009 - March 2010
Job Associate Equity Research Analyst at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons  April 2012 - Present
Republic Bank and Trust Company   September 2010 - April 2012
MarketSource-Hewlett Packard Division   December 2007 - April 2012
Spectrum Financial Alliance   October 2009 - March 2010
Fifth Third Bank  July 2008 - September 2009
Dupree Financial Group   June 2009 - August 2009
University of Kentucky  August 2007 - June 2009
CompUSA  August 2003 - February 2008

Skills
Investments, Direct Sales, Stocks, ETFs, Mutual Funds, Computer Repair, Computer Hardware, Computer Maintenance, Strategic Financial..., Retail, Finance, Accounting, Financial Analysis, Customer Service, Management, Portfolio Management, Equity Research, Equity Valuation, Financial Modeling, DCF Valuation, Statistical Modeling, Regression Analysis, Correlation Analysis, Enterprise Valuation, Financial Planning, Equity Derivatives, Financial Economics, Financial Statements, Business Valuation, Bloomberg Terminal, CAPM, Macroeconomics, Microeconomics, Microsoft Excel, Series 7, series 66, series 86, series 87, Financial Reporting, Proofreading, Uniform Combined State..., FINRA

Education
University of Kentucky   2007 — 2010
Bachelor of Business Administration (BBA), Finance

David S Evans David S Evans Tucson, Arizona Details
David S Evans's Spectrum Financial Alliance Experience October 2007 - April 2008
Job Accountant
Industry Accounting
Experience
Internal Revenue Service  June 2009 - June 2015
Spectrum Financial Alliance   October 2007 - April 2008

Education
University of Kentucky   2005 — 2009
Bachelor of Science in Accounting, Summa Cum Laude

Aaron Bonne Aaron Bonne Cincinnati Area Details
Aaron Bonne's Spectrum Financial Alliance Experience August 2010 - May 2011
Job Microsoft Payment Solutions Relationship Manager at PNC
Industry Banking
Experience
PNC  October 2014 - Present
PNC  May 2012 - October 2014
PNC  June 2011 - May 2012
Spectrum Financial Alliance   August 2010 - May 2011
Salomon & Company   May 2009 - August 2010

Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Credit Analysis, Banking, Portfolio Management, Credit, Commercial Banking, Treasury Management, Finance, Loans, Investments, Financial Services, Mutual Funds, Mergers, Corporate Finance, Valuation, Relationship Management, Microsoft Excel, DCF Valuation, Working Capital..., Leasing, Lease Options, Lease Financing, Cash Management

Education
Xavier University   2012 — 2014
Master of Business Administration (M.B.A.), Finance

University of Kentucky   2007 — 2011
B.S., Finance & Marketing

Turpin High School

Greg Workman Greg Workman Jacksonville, Florida Area Details
Greg Workman's Spectrum Financial Alliance Experience June 2008 - February 2009
Job Financial Consultant
Industry Financial Services
Experience
Fidelity Investments  October 2013 - Present
Fidelity Investments  November 2012 - October 2013
Fidelity Investments  November 2011 - November 2012
Deutsche Bank  July 2011 - November 2011
Deutsche Bank  April 2009 - June 2011
Spectrum Financial Alliance   June 2008 - February 2009

Skills
Sales, Series 63, Banking, Series 7, Series 66

Education
University of Kentucky   2004 — 2008
BBA, Finance & Management

Guy Tuggle Guy Tuggle Dallas/Fort Worth Area Details
Guy Tuggle's Spectrum Financial Alliance Experience April 2011 - September 2014
Job Financial Advisor at Personal Economics Group a General Agency with the companies of OneAmerica
Industry Financial Services
Experience
Personal Economics Group a General Agency with the companies of OneAmerica   January 2015 - Present
Armor Wealth Management  October 2014 - December 2014
Spectrum Financial Alliance   April 2011 - September 2014
Spectrum Financial Alliance   March 2010 - April 2011
ATM Group   January 2002 - March 2010
The McGowan Group Wachovia Securities   January 2001 - December 2001
City of Dallas, Dallas Texas   February 1997 - June 2000
Bradford Brokerage, Inc.   May 1996 - January 1997
Life Insurance Company of the Southwest  February 1995 - March 1996
Insurance Partners Southwest, Inc.   April 1994 - February 1995

Education
Georgetown College   1981 — 1985
BS, Business Administration and Economics

John Randall John Randall Greater Grand Rapids, Michigan Area Details
John Randall's Spectrum Financial Alliance Experience October 2010 - December 2010
Job Senior Associate at PNC
Industry Banking
Experience
PNC Bank, N.A.   February 2014 - Present
PNC Bank, N.A.   February 2012 - January 2014
PNC Bank, N.A.   May 2011 - August 2011
Spectrum Financial Alliance   October 2010 - December 2010

Skills
Strategic Planning, Credit Analysis, Portfolio Management, Loans, Credit, Banking, Sales, Commercial Banking, Relationship Management, Strategy

Education
University of Kentucky   2008 — 2011
Finance & Management

Hackett Catholic Prep   2004 — 2008