Spire Investment Partners
Industry: Company
DescriptionFounded: 1997 Subsidiaries: Spire Wealth Management, LLC, Spire Securities, LLC
Spire Investment Partners List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Spire Investment Partners. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Spire Investment Partners Employees
Spire Investment Partners October 2015 - Present
LNG Publishing November 2014 - July 2015
BMT Designers & Planners, Inc. October 2014 - November 2014
Falls Church City Public Schools August 2014 - September 2014
CentroNía July 2014 - August 2014
George Mason University June 2010 - May 2014
Childtime Learning Center June 2013 - November 2013
Neurology Center of Fairfax October 2012 - June 2013
Vox Pop magazine March 2012 - May 2012
LeaderShape, Inc. June 2011 - June 2011
Skills
Writing, Communication, Microsoft Office, Social Networking, Public Speaking, Research, Teamwork, Problem Solving, Coaching, Mentoring, Organizing, Listener, Motivation, Caring, English, Speed Reading, Spanish, Fluent English, Public Relations
Education
George Mason University 2010 — 2014
English, B.A., Writing and Rhetoric
George Mason University 2010 — 2014
Bachelor of Arts (B.A.), English Language and Literature, General
Washington Lee High School 2008 — 2010
High school diploma
Spire Investment Partners July 2015 - Present
Skills
Management, Legal Documents, Litigation, Microsoft Word, Biomarker Discovery, Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Spanish, ALTA tested in Spanish..., Licensed to practice..., AML/ KYC, Complex Account..., Implementation of..., Document Review, Legal Writing, Project Management, Legal Research
Education
American University Washington College of Law and Kogod School of Business 2004 — 2007
JD / MBA, Real Estate Finance
University of Virginia 2000 — 2003
Bachelor of Arts (BA), Spanish Language and Literature
Spire Investment Partners February 1997 - Present
Education
United States Air Force Academy 1974 — 1978
Duke University School of Law 1980 — 1983
Wright State University 1978 — 1980
MBA, Finance
Maga Design June 2013 - Present
Maga Design August 2012 - June 2013
Maga Design August 2008 - August 2012
SPIRE Investment Partners July 2008 - August 2008
Rosetta Stone April 2007 - August 2007
Skills
Brand Strategy, Information Design, Organizational Change, Business Strategy, Writing, Marketing Communications, Production, Brand Architecture, Change Management, Project Management, Strategic Planning, Integrated Marketing, Strategy, Creative Direction, Marketing, Video, Blogging, Public Speaking, Photoshop, Social Media, Marketing Strategy, Adobe Creative Suite, Strategic Communications, Leadership, Online Marketing, Graphic Design, Social Networking, WordPress, InDesign, Web Design, Content Management, Illustrator, Information Architecture, Branding, Copywriting
Education
James Madison University 2004 — 2008
Bachelor of Science, Technical & Scientific Communication
Spire Investment Partners April 2008 - Present
Skills
Investment Advisory, Series 7, Wealth Management, Investments, Retirement Planning, Mutual Funds, Strategic Financial..., Asset Management, Investment Management, Portfolio Management
Education
The American College 2010 — 2012
Certified Financial Planner Certification
Indiana University Bloomington 2003 — 2007
BA, Economics, Spanish
Compass Asset Management Group, LLC September 2009 - Present
Spire Investment Partners September 2009 - Present
Banc of America Investments January 2007 - September 2009
KeyBanc Capital Markets August 2004 - January 2007
M&T Securities February 1998 - August 2004
Mutual of Omaha October 1987 - February 1998
United States Air Force September 1983 - August 1987
Skills
Wealth Management, Retirement Planning, Estate Planning, Investment Advisory, Asset Management, Strategic Financial..., Finance, Investment Strategies, Financial Advisory, Public Speaking, Team Building, Investment Management, 401k Rollovers, Trusts, Succession Planning, Insurance, Wealth Management..., Personal Financial..., Qualified Retirement..., Investment Policy..., Executive Pay, Life Insurance, Financial Planning, Entrepreneurship, Qualified Domestic..., Certified Divorce..., 501(c)(3)
Education
American College of Financial Planning 2001 — 2002
CFA, Certified Financial Analyst
Marist College 2000 — 2001
Certificate, Certified Financial Planning
State University of New York College at Plattsburgh 1983 — 1987
Business, Economics
Blackpeak Group February 2015 - May 2015
Morgan Stanley June 2014 - August 2014
Spire Investment Partners January 2014 - May 2014
World First August 2013 - January 2014
Bluebird Asset Management June 2013 - December 2013
The George Washington University Strategic Management & Public Policy Department January 2013 - May 2013
Laverstoke Park June 2012 - July 2012
CBOE May 2012 - May 2012
Striker Soccer Academy July 2010 - August 2010
Education
Donghua University 2015 — 2015
Chinese Language and Economics
The George Washington University - School of Business 2011 — 2015
B.B.A, Finance, Minor in Mathematics, 3.85/4.0
Caterham School 2004 — 2011
A Levels, Mathematics; Economics; Spanish, A*; A*; B
Edelman Financial Services July 2014 - Present
Edelman Financial Services October 2010 - July 2014
Spire Investment Partners June 2009 - October 2010
MetLife August 2005 - December 2008
Joseph J. Blake and Associates January 2008 - February 2008
Beth Spence, CFP December 2004 - August 2005
Orthopaedics East June 1999 - October 2004
Skills
Microsoft Excel, Access, Analysis, Outlook, Microsoft Word, Lotus Notes, CRM, Marketing, Management, Public Relations, Administrative..., Time Management, System Administration, Variable Annuities, Mutual Funds, Stocks, Bonds, Retirement Planning, Wealth Management
Education
East Carolina University 1999 — 2004
BS, Family and Community Services
United Capital Financial Advisers, LLC September 2014 - Present
Girard Securities October 2014 - Present
Spire Investment Partners May 2012 - September 2014
Markewich Financial December 1995 - April 2012
The Hartford February 2005 - February 2007
New York Life Insurance Company December 1995 - February 2005
Skills
Wealth Management, Retirement Planning, Estate Planning, Multi-generational..., Risk Management, Investments, Long Term Care Insurance, Disability Insurance, Life Insurance, Financial Advisory, Retirement, Portfolio Management, Finance, Wealth, Investment Management, Insurance, Financial Planners, Financial Planning
Education
University of Colorado at Boulder 1986 — 1993
Bachelor of Arts (B.A.), Communication and Media Studies
Spire Investment Partners March 2015 - Present
Accountemps December 2014 - March 2015
OfficeTeam October 2013 - March 2015
Primerica October 2013 - February 2015
CORESTAFF Services October 2012 - September 2013
Skills
Exchange Traded Funds, Target Date Funds, 529 Plans, Roth IRA, Traditional IRA, Term Life Insurance, Applied Mathematics, Data Entry, Microsoft Excel, Administrative..., Outlook
Education
George Mason University 2008 — 2012
B.A. Mathematics
Spire Investment Partners October 2008 - Present
FCS Securities Corporation March 1998 - October 2008
Waddell & Reed June 1984 - March 1998
Skills
Asset Management, Retirement, Investment Management, Life Insurance, Taxes, Estate Planning, Mutual Funds/ ETFs, 529 College Savings..., Alternative Investments, Series 63, Series 7
Education
Bucknell University 1976 — 1980
BSEE, Electrical Engineering
Bouchard Wealth Advisors, LLC July 2012 - Present
Morgan Stanley December 2001 - July 2012
Spire Investment Partners 1998 - 2001
Education
Penn State University
BA, Medical Anthropology
State College High School
Spire Investment Partners August 2007 - Present
Skills
Financial Services, Asset Managment, Strategic Financial..., Wealth Management, Retirement Planning, Estate Planning, Wealth Management..., Strategic Planning, Risk Management, Options, Investment Strategies, Executive Pay, Investment Advisory, Securities, Asset Allocation, Equities, Small Business, Investment Management, Certified Financial..., Finance, Portfolio Management, Alternative Investments, Asset Management, Financial Planners, Financial Planning, Retirement
Education
George Mason University
BA, Industrial Psychology
Georgetown University
Certificate, Comprehensive Financial Planning
The George Washington University
Master of Science, International Business
Waddell & Reed May 2011 - Present
Spire Investment Partners February 1997 - July 2011
Spire Investment Partners 2009 - 2010
Spire Investment Partners 1997 - 2009
Lockwood Financial 1997 - 2002
Education
George Mason University 1993 — 1995
BS, Business
Spire Investment Partners August 2006 - Present
Education
Georgia Institute of Technology
Spire Investment Partners March 2013 - Present
Software AG USA July 2011 - March 2013
The Burdette Smith Group, P.C. July 2006 - June 2011
Century Small Business Solutions July 2002 - July 2005
Skills
Accounting, General Ledger, Journal Entries, Monthly Close, Year End Close, General Ledger..., Tax, Bookkeeping, Tax Returns, Account Reconciliation, Analysis, Tax Preparation, Variance Analysis
Education
George Mason University 2002 — 2006
B.S., Accounting
RMTG, PC, Certified Public Accountants 2007 - Present
Raymond James Financial Services, Inc. 2011 - 2015
Access National Bank 2009 - 2010
Spire Investment Partners 2008 - 2009
Thrivent Financial 2007 - 2008
Feld Entertainment 1999 - 2006
Feld Entertainment 1996 - 1999
Feld Entertainment 1992 - 1996
Feld Entertainment 1990 - 1992
Feld Entertainment 1986 - 1990
Skills
Strategic Financial..., Financial Advisory, Accounting, Portfolio Management, Securities, Financial Analysis, Retirement Planning, Financial Modeling, Finance, Tax, Cash Management, Investments, Business Planning, Risk Management, Budgets, Strategic Planning, Event Planning, Forecasting, Event Management, Executive Management, Analysis, Financial Planning
Education
American University
Master of Science in Taxation (MST)
Georgetown University
Executive Certificate, Financial Planning
University of Maryland - Robert H. Smith School of Business
BS, Accounting
Spire Investment Partners April 2008 - Present
Marriott International May 1987 - April 2008
Skills
Financial Planning, Asset Management, Estate Planning, Accounting, Investments, Retirement Planning, Investment Advisory
Education
Penn State University 1983 — 1987
Bachelor of Science, Accounting
Spire Investment Partners April 2009 - Present
Nuveen Investments 2002 - 2008
Schwab Institutional Services 1992 - 2002
Charles Schwab & Co., Inc. 1992 - 2002
Education
Tusculum College 1964 — 1968
B.S., Business
Raffa, PC May 2014 - Present
Chemtek, Inc. July 2012 - May 2014
Backyard Creations May 2011 - June 2012
High Point University February 2012 - April 2012
High Point University August 2011 - April 2012
Volunteer Income Tax Assistance February 2012 - March 2012
ARAMARK January 2010 - August 2011
Spire Investment Partners May 2011 - July 2011
Griff's Landing June 2009 - August 2010
CUTCO Cutlery January 2009 - January 2009
Skills
Proficiency in..., Experience with..., Accounting, Accounts Payable, Accounts Receivable, Sales, Tax, Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Time Management, Microsoft Word, QuickBooks, Outlook, Teamwork
Education
High Point University 2008 — 2012
Bachelor of Science (BS), Accounting and Business Economics