Stadion Money Management
Industry: Company
DescriptionFounded: 1991 Parent organization: TA Associates
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Stadion Money Management Employees
Employee
Years
Job
Industry
Danielle Conti Danielle Conti's Stadion Money Management Experience October 2013 - May 2014
Job Internal Wholesaler at First Eagle Investment Management
Industry Investment Management
Experience
First Eagle Investment Management June 2014 - Present
Stadion Money Management October 2013 - May 2014
Stadion Money Management August 2011 - September 2013
Skills
Mutual Funds, Investment Strategies, Alternative Investments, Investments, Sales, Series 6, Series 63, Series 65, Wealth Management, Finance, Salesforce.com, CRM, Separately Managed..., Retail Sales, Investment Sales, ETFs, Investment Management, Securities, Asset Management
Education
University of Georgia - Terry College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
First Eagle Investment Management June 2014 - Present
Stadion Money Management October 2013 - May 2014
Stadion Money Management August 2011 - September 2013
Skills
Mutual Funds, Investment Strategies, Alternative Investments, Investments, Sales, Series 6, Series 63, Series 65, Wealth Management, Finance, Salesforce.com, CRM, Separately Managed..., Retail Sales, Investment Sales, ETFs, Investment Management, Securities, Asset Management
Education
University of Georgia - Terry College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Greg Morris's Stadion Money Management Experience November 2004 - December 2014
Job Semiretired
Industry Investment Management
Experience
Self-employed January 2015 - Present
Stadion Money Management November 2004 - December 2014
MurphyMorris.Inc January 1996 - January 2002
G. Morris Corporation January 1994 - January 1996
N-Squared Computing January 1982 - January 1993
Skills
Technical Analysis, Technical Writing, Mutual Funds, Options, Trading, Investment Strategies, Hedge Funds, Asset Managment, ETFs, Alternative Investments, Market Data, Equities, Portfolio Management, Trading Systems, Investments, Financial Markets, Bonds, Commodity, Investment Advisory, Investment Management, Asset Allocation, Hedging, Asset Management, Trading Strategies, Securities, Capital Markets, Equity Trading, Wealth Management, Quantitative Finance, Stock Market, Finance, Equity Derivatives, Equity Research, Economics, Stocks, Emerging Markets, Financial Services, Traders, Currency, Fixed Income, Series 63, Bloomberg Terminal
Education
The University of Texas at Austin 1968 — 1971
has a BS degree, Aerospace Engineering
Pratt Community College 1966 — 1968
AA
Pratt High School
Self-employed January 2015 - Present
Stadion Money Management November 2004 - December 2014
MurphyMorris.Inc January 1996 - January 2002
G. Morris Corporation January 1994 - January 1996
N-Squared Computing January 1982 - January 1993
Skills
Technical Analysis, Technical Writing, Mutual Funds, Options, Trading, Investment Strategies, Hedge Funds, Asset Managment, ETFs, Alternative Investments, Market Data, Equities, Portfolio Management, Trading Systems, Investments, Financial Markets, Bonds, Commodity, Investment Advisory, Investment Management, Asset Allocation, Hedging, Asset Management, Trading Strategies, Securities, Capital Markets, Equity Trading, Wealth Management, Quantitative Finance, Stock Market, Finance, Equity Derivatives, Equity Research, Economics, Stocks, Emerging Markets, Financial Services, Traders, Currency, Fixed Income, Series 63, Bloomberg Terminal
Education
The University of Texas at Austin 1968 — 1971
has a BS degree, Aerospace Engineering
Pratt Community College 1966 — 1968
AA
Pratt High School
Andrew Martone Andrew Martone's Stadion Money Management Experience December 2012 - September 2013
Job Regional Director
Industry Financial Services
Experience
Calvert Investments March 2014 - Present
Stadion Money Management December 2012 - September 2013
Turner Investment Partners October 2009 - August 2012
JP Morgan November 2007 - November 2009
JP Morgan Asset Management January 2001 - November 2007
John Hancock December 1990 - December 2000
Skills
Series 7, Alternative Investments, Series 63, Mutual Funds, Investments, Asset Managment, Hedge Funds, Equities, Asset Allocation, Fixed Income, Securities, Portfolio Management, Wealth Management, Investment Strategies, Bloomberg, Investment Management, Retirement Planning, Capital Markets, Investment Advisory, ETFs
Education
Salem State University 1982 — 1986
Calvert Investments March 2014 - Present
Stadion Money Management December 2012 - September 2013
Turner Investment Partners October 2009 - August 2012
JP Morgan November 2007 - November 2009
JP Morgan Asset Management January 2001 - November 2007
John Hancock December 1990 - December 2000
Skills
Series 7, Alternative Investments, Series 63, Mutual Funds, Investments, Asset Managment, Hedge Funds, Equities, Asset Allocation, Fixed Income, Securities, Portfolio Management, Wealth Management, Investment Strategies, Bloomberg, Investment Management, Retirement Planning, Capital Markets, Investment Advisory, ETFs
Education
Salem State University 1982 — 1986
Jessica Abe Jessica Abe's Stadion Money Management Experience October 2012 - May 2014
Job Performance Improvement Consultant at EY
Industry Management Consulting
Experience
EY August 2014 - Present
Stadion Money Management October 2012 - May 2014
Kaiser Permanente May 2013 - August 2013
University of Georgia Athletic Association January 2012 - December 2012
University of Georgia Athletic Association August 2011 - December 2012
Atlanta Hawks May 2012 - August 2012
Skills
Microsoft Office 2010, Mac, PC, Attention To Detail, Persistence, Team Leadership, Organization, Written Skills, Marketing Strategy, Strategic Financial..., Financial Analysis, Financial Risk
Education
The University of Georgia 2010 — 2014
Bachelor of Business Administration (BBA), Marketing and Finance, Cumulative GPA: 3.9
EY August 2014 - Present
Stadion Money Management October 2012 - May 2014
Kaiser Permanente May 2013 - August 2013
University of Georgia Athletic Association January 2012 - December 2012
University of Georgia Athletic Association August 2011 - December 2012
Atlanta Hawks May 2012 - August 2012
Skills
Microsoft Office 2010, Mac, PC, Attention To Detail, Persistence, Team Leadership, Organization, Written Skills, Marketing Strategy, Strategic Financial..., Financial Analysis, Financial Risk
Education
The University of Georgia 2010 — 2014
Bachelor of Business Administration (BBA), Marketing and Finance, Cumulative GPA: 3.9
Scott Lauder Scott Lauder's Stadion Money Management Experience May 2009 - January 2011
Job CoOwner/Director of Operations at Athletes Warehouse LLC
Industry Health, Wellness and Fitness
Experience
Athletes Warehouse LLC January 2014 - Present
FIS Marketing January 2012 - January 2014
ANNUCO January 2011 - April 2012
Stadion Money Management May 2009 - January 2011
Schooner Investment Group LLC January 2009 - April 2009
Allianz Life October 2006 - September 2008
MassMutual March 1999 - October 2006
Northstar Funds July 1996 - November 1998
Smith Barney Mutual Funds 1994 - 1995
Skills
Annuities, Mutual Funds, Fixed Annuities, Annuity, Wholesaling, Public Speaking, Alternative Investments, Mentoring, Series 6, Series 63, Variable Annuities, Wholesale, 401k, Investment Advisory, Sales Management, Series 7, Retirement Planning, ETFs, Strategy, Selling, Separately Managed..., Asset Allocation, Equities, Investment Strategies, Retirement, Series 24, Series 65, Wealth Management, Sales
Education
St. Raymonds H.S for Boys 1985 — 1987
Elmira College
Marketing
Athletes Warehouse LLC January 2014 - Present
FIS Marketing January 2012 - January 2014
ANNUCO January 2011 - April 2012
Stadion Money Management May 2009 - January 2011
Schooner Investment Group LLC January 2009 - April 2009
Allianz Life October 2006 - September 2008
MassMutual March 1999 - October 2006
Northstar Funds July 1996 - November 1998
Smith Barney Mutual Funds 1994 - 1995
Skills
Annuities, Mutual Funds, Fixed Annuities, Annuity, Wholesaling, Public Speaking, Alternative Investments, Mentoring, Series 6, Series 63, Variable Annuities, Wholesale, 401k, Investment Advisory, Sales Management, Series 7, Retirement Planning, ETFs, Strategy, Selling, Separately Managed..., Asset Allocation, Equities, Investment Strategies, Retirement, Series 24, Series 65, Wealth Management, Sales
Education
St. Raymonds H.S for Boys 1985 — 1987
Elmira College
Marketing
Heather Hobus Heather Hobus's Stadion Money Management Experience May 2013 - October 2013
Job Regional Sales Consultant at Stadion Money Management
Industry Marketing and Advertising
Experience
Stadion Money Management May 2013 - October 2013
Athen's First Bank and Trust July 2011 - May 2013
St. Mary's Hospital Highland Hills Village July 2007 - June 2010
Skills
Retail Banking, Series 6
Education
Georgia College and State University 2010 — 2011
Marketing
Gainesville State College 2006 — 2009
Business Administration
Stadion Money Management May 2013 - October 2013
Athen's First Bank and Trust July 2011 - May 2013
St. Mary's Hospital Highland Hills Village July 2007 - June 2010
Skills
Retail Banking, Series 6
Education
Georgia College and State University 2010 — 2011
Marketing
Gainesville State College 2006 — 2009
Business Administration
Nate Tippie's Stadion Money Management Experience August 2011 - January 2012
Job Director of Customer Success at SaaSOptics
Industry Computer Software
Experience
SaaSOptics December 2014 - Present
Rob Has a Podcast 2013 - Present
BrandMaker, Inc. August 2012 - December 2014
Stadion Money Management August 2011 - January 2012
Skills
SaaS, Project Management, Customer Service, Customer Support, Marketing, Advertising, Leadership, Finance, Python, PHP, SQL, Databases, Salesforce.com..., Django, Unix, Apache, Nginx, WordPress, Amazon Web Services..., Amazon S3, Amazon EC2, HTML5, JavaScript, Invoicing, Revenue Recognition, Analytics, Social Media, Microsoft Office, Microsoft Excel
Education
The University of Georgia 2008 — 2012
BBA, ABJ, Finance, Mass Media Arts
SaaSOptics December 2014 - Present
Rob Has a Podcast 2013 - Present
BrandMaker, Inc. August 2012 - December 2014
Stadion Money Management August 2011 - January 2012
Skills
SaaS, Project Management, Customer Service, Customer Support, Marketing, Advertising, Leadership, Finance, Python, PHP, SQL, Databases, Salesforce.com..., Django, Unix, Apache, Nginx, WordPress, Amazon Web Services..., Amazon S3, Amazon EC2, HTML5, JavaScript, Invoicing, Revenue Recognition, Analytics, Social Media, Microsoft Office, Microsoft Excel
Education
The University of Georgia 2008 — 2012
BBA, ABJ, Finance, Mass Media Arts
Dan McGouran / 1000+ Connections Dan McGouran / 1000+ Connections's Stadion Money Management Experience April 2014 - December 2014
Job Regional Vice President, Incapital Wealth Management Solutions covering Texas | Oklahoma | Louisiana
Industry Financial Services
Experience
Incapital Wealth Management Solutions December 2014 - Present
Stadion Money Management April 2014 - December 2014
Edward Jones January 2014 - March 2014
Advisors Asset Management, Inc. January 2013 - January 2014
Advisors Asset Management April 2009 - December 2012
ClientWise, LLC July 2008 - March 2009
MS Society - Greater North Jersey Chapter July 2007 - January 2009
Greater North Jersey MS Society January 2007 - January 2009
LPL Financial Services August 2007 - July 2008
AllianceBernstein 2000 - 2007
Skills
Retirement Planning, Fixed Income, Wealth Management, Financial Services, Series 7, Financial Advisory, Retirement, SMA, Unit Investment Trusts, Finance, ETFs, Investment Management, Strategy, Asset Allocation, Leadership, Securities, Relationship Management, Alternative Investments, Mutual Funds, Investments, Series 63, Investment Advisory
Education
Manhattan College 1998 — 2001
Bachelor's degree, Organizational Leadership
Paramus Catholic 1984 — 1986
Incapital Wealth Management Solutions December 2014 - Present
Stadion Money Management April 2014 - December 2014
Edward Jones January 2014 - March 2014
Advisors Asset Management, Inc. January 2013 - January 2014
Advisors Asset Management April 2009 - December 2012
ClientWise, LLC July 2008 - March 2009
MS Society - Greater North Jersey Chapter July 2007 - January 2009
Greater North Jersey MS Society January 2007 - January 2009
LPL Financial Services August 2007 - July 2008
AllianceBernstein 2000 - 2007
Skills
Retirement Planning, Fixed Income, Wealth Management, Financial Services, Series 7, Financial Advisory, Retirement, SMA, Unit Investment Trusts, Finance, ETFs, Investment Management, Strategy, Asset Allocation, Leadership, Securities, Relationship Management, Alternative Investments, Mutual Funds, Investments, Series 63, Investment Advisory
Education
Manhattan College 1998 — 2001
Bachelor's degree, Organizational Leadership
Paramus Catholic 1984 — 1986
Greg Ilukowicz Greg Ilukowicz's Stadion Money Management Experience April 2010 - April 2012
Job Regional Director at API Funds
Industry Investment Management
Experience
API Funds April 2012 - Present
Stadion Money Management April 2010 - April 2012
ING Funds December 2007 - April 2010
Guardian Investment Services March 2007 - November 2007
AXA Enterprise June 2005 - January 2007
Natixis Gobal Asset Management 1998 - 2000
Skills
Mutual Funds, Series 7, Managing Accounts, Variable Annuities, Series 63, Separately Managed..., Series 6, Alternative Investments, Series 65, Asset Allocation, ETFs, Retirement Planning, Fixed Annuities, Investments, Wealth Management, Securities, Investment Advisory, Asset Management, Investment Strategies, 401k
Education
Marist College 1993 — 1995
BS, Criminal Justice
University of Delaware
API Funds April 2012 - Present
Stadion Money Management April 2010 - April 2012
ING Funds December 2007 - April 2010
Guardian Investment Services March 2007 - November 2007
AXA Enterprise June 2005 - January 2007
Natixis Gobal Asset Management 1998 - 2000
Skills
Mutual Funds, Series 7, Managing Accounts, Variable Annuities, Series 63, Separately Managed..., Series 6, Alternative Investments, Series 65, Asset Allocation, ETFs, Retirement Planning, Fixed Annuities, Investments, Wealth Management, Securities, Investment Advisory, Asset Management, Investment Strategies, 401k
Education
Marist College 1993 — 1995
BS, Criminal Justice
University of Delaware
Patrick Slack Patrick Slack's Stadion Money Management Experience January 2014 - December 2014
Job
Industry Investment Management
Experience
Stadion Money Management January 2014 - December 2014
AssetMark March 2009 - December 2013
Wachovia Securities June 2007 - July 2008
Evergreen Investments October 2000 - June 2007
Evergreen Investments December 2002 - December 2005
Skills
Series 7, Series 63, Series 65, Investments, Mutual Funds, Wealth Management, Retirement Planning, Management, Asset Allocation, Asset Management, Financial Services
Education
Roanoke College 1989 — 2003
Bachelor of Science (BS)
Stadion Money Management January 2014 - December 2014
AssetMark March 2009 - December 2013
Wachovia Securities June 2007 - July 2008
Evergreen Investments October 2000 - June 2007
Evergreen Investments December 2002 - December 2005
Skills
Series 7, Series 63, Series 65, Investments, Mutual Funds, Wealth Management, Retirement Planning, Management, Asset Allocation, Asset Management, Financial Services
Education
Roanoke College 1989 — 2003
Bachelor of Science (BS)
Jenn Chuang Jenn Chuang's Stadion Money Management Experience December 2013 - Present
Job Regional Vice President at Stadion Money Management
Industry Investment Management
Experience
Stadion Money Management December 2013 - Present
Education
Columbia University in the City of New York 2001 — 2005
BA
Stadion Money Management December 2013 - Present
Education
Columbia University in the City of New York 2001 — 2005
BA
James Pereles James Pereles's Stadion Money Management Experience January 2014 - Present
Job Senior Research Analyst at Stadion Money Management
Industry Investment Management
Experience
Stadion Money Management January 2014 - Present
Sullivan, Cotter and Associates, Inc. May 2012 - September 2013
JRL Enterprises October 2008 - January 2012
East Jordan Iron Works June 2004 - September 2008
East Jordan Iron Works October 2000 - June 2004
Skills
Python, Financial Modeling, Quantitative Analytics, Statistics, SQL, Data Analysis, SAS, Strategy, Quantitative Finance, Numerical Analysis, C++, R, Option Valuation, Monte Carlo Simulation, Statistical Modeling
Education
Georgia Institute of Technology 2012 — 2013
MS, Quantitative & Computational Finance (Financial Engineering)
Kennesaw State University 2002 — 2008
BS, Mathematics
Stadion Money Management January 2014 - Present
Sullivan, Cotter and Associates, Inc. May 2012 - September 2013
JRL Enterprises October 2008 - January 2012
East Jordan Iron Works June 2004 - September 2008
East Jordan Iron Works October 2000 - June 2004
Skills
Python, Financial Modeling, Quantitative Analytics, Statistics, SQL, Data Analysis, SAS, Strategy, Quantitative Finance, Numerical Analysis, C++, R, Option Valuation, Monte Carlo Simulation, Statistical Modeling
Education
Georgia Institute of Technology 2012 — 2013
MS, Quantitative & Computational Finance (Financial Engineering)
Kennesaw State University 2002 — 2008
BS, Mathematics
Robert Finley Robert Finley's Stadion Money Management Experience April 2010 - April 2012
Job Wealth Management Consultant
Industry Investment Management
Experience
Lone Star Karting, LLC August 2011 - Present
Onyx Capital Management February 2010 - Present
American Century Investments April 2012 - January 2014
Stadion Money Management April 2010 - April 2012
Janus Capital March 2005 - April 2010
Berkeley Capital August 2003 - March 2005
UBS Global Asset Management October 2000 - August 2003
Clark Lanzen Skalla December 1998 - October 2000
The Cambridge Group December 1992 - December 1998
Skills
Wealth Management, Investment Management, Separately Managed..., Mutual Funds, Retirement Planning, Alternative Investments, Series 65, Series 63, ETFs, Hedge Funds, Series 7, Asset Allocation, Series 6, Investment Strategies, Investment Advisory, Asset Managment, Managing Accounts, Fixed Income
Education
University of Pennsylvania - The Wharton School 2006 — 2008
CIMA, Investment Management Consulting
Texas State University 1988 — 1992
B.S., Business & Nutrition
Lone Star Karting, LLC August 2011 - Present
Onyx Capital Management February 2010 - Present
American Century Investments April 2012 - January 2014
Stadion Money Management April 2010 - April 2012
Janus Capital March 2005 - April 2010
Berkeley Capital August 2003 - March 2005
UBS Global Asset Management October 2000 - August 2003
Clark Lanzen Skalla December 1998 - October 2000
The Cambridge Group December 1992 - December 1998
Skills
Wealth Management, Investment Management, Separately Managed..., Mutual Funds, Retirement Planning, Alternative Investments, Series 65, Series 63, ETFs, Hedge Funds, Series 7, Asset Allocation, Series 6, Investment Strategies, Investment Advisory, Asset Managment, Managing Accounts, Fixed Income
Education
University of Pennsylvania - The Wharton School 2006 — 2008
CIMA, Investment Management Consulting
Texas State University 1988 — 1992
B.S., Business & Nutrition
Sam Gruber Sam Gruber's Stadion Money Management Experience September 2010 - June 2011
Job Financial Consultant at Ernst & Young
Industry Financial Services
Experience
Ernst & Young October 2011 - Present
Stadion Money Management September 2010 - June 2011
UGA Visitors Center January 2010 - June 2011
Camp Barney Medintz May 2006 - July 2010
Education
University of Georgia - Terry College of Business 2007 — 2011
BBA, Finance
Ernst & Young October 2011 - Present
Stadion Money Management September 2010 - June 2011
UGA Visitors Center January 2010 - June 2011
Camp Barney Medintz May 2006 - July 2010
Education
University of Georgia - Terry College of Business 2007 — 2011
BBA, Finance
Brendan Kinnarney Brendan Kinnarney's Stadion Money Management Experience July 2014 - Present
Job Regional Vice President, Investments at Stadion Money Management
Industry Financial Services
Experience
Stadion Money Management July 2014 - Present
Education
College of Charleston
BS, Business Administration
Stadion Money Management July 2014 - Present
Education
College of Charleston
BS, Business Administration
Kurt Barnes Kurt Barnes's Stadion Money Management Experience August 2004 - July 2007
Job Senior Solutions Engineer at Blackbaud
Industry Information Services
Experience
Blackbaud April 2014 - Present
Blackbaud October 2012 - April 2014
The Salvation Army October 2012 - February 2014
Blackbaud April 2012 - October 2012
Blackbaud July 2010 - April 2012
Stadion Money Management August 2004 - July 2007
Skills
Blackbaud CRM, Requirements Gathering, Software Documentation, Business Analysis, Requirements Analysis, SQL, Project Management, Non-Profit Technology, Non-profit..., Non-profit Consulting, Sales Presentations, Sales Consulting, Solutions Engineering, CRM, Business Process, Program Management, Analysis, Leadership, Management, Enterprise Software, Pre-sales, Scrum, Agile Project Management, Salesforce.com, Business Development, Professional Services, SaaS, Databases
Education
Kennesaw State University 2014 — 2016
Master of Business Administration (MBA)
Georgia Southern University - College of Business Administration 2006 — 2010
BBA, Information Systems - Magna Cum Laude - University Honors Programme Graduate
University of Oxford - Keble College
Blackbaud April 2014 - Present
Blackbaud October 2012 - April 2014
The Salvation Army October 2012 - February 2014
Blackbaud April 2012 - October 2012
Blackbaud July 2010 - April 2012
Stadion Money Management August 2004 - July 2007
Skills
Blackbaud CRM, Requirements Gathering, Software Documentation, Business Analysis, Requirements Analysis, SQL, Project Management, Non-Profit Technology, Non-profit..., Non-profit Consulting, Sales Presentations, Sales Consulting, Solutions Engineering, CRM, Business Process, Program Management, Analysis, Leadership, Management, Enterprise Software, Pre-sales, Scrum, Agile Project Management, Salesforce.com, Business Development, Professional Services, SaaS, Databases
Education
Kennesaw State University 2014 — 2016
Master of Business Administration (MBA)
Georgia Southern University - College of Business Administration 2006 — 2010
BBA, Information Systems - Magna Cum Laude - University Honors Programme Graduate
University of Oxford - Keble College
Davis Roper Davis Roper's Stadion Money Management Experience June 2015 - Present
Job Internal Sales Associate at Stadion Money Management
Industry Financial Services
Experience
Stadion Money Management June 2015 - Present
Stadion Money Management June 2014 - Present
Campus Bellhops November 2012 - May 2014
Rainbow International July 2013 - September 2013
Skills
Customer Service, Microsoft Office, Salesforce.com, Microsoft Excel, PowerPoint, Microsoft Word, Albridge Analytics
Education
The University of Georgia 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
The University of Georgia 2011 — 2015
Bachelor of Business Administration (B.B.A.), Banking and Finance
Stadion Money Management June 2015 - Present
Stadion Money Management June 2014 - Present
Campus Bellhops November 2012 - May 2014
Rainbow International July 2013 - September 2013
Skills
Customer Service, Microsoft Office, Salesforce.com, Microsoft Excel, PowerPoint, Microsoft Word, Albridge Analytics
Education
The University of Georgia 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
The University of Georgia 2011 — 2015
Bachelor of Business Administration (B.B.A.), Banking and Finance
Laura Pitsikoulis Laura Pitsikoulis's Stadion Money Management Experience March 2014 - September 2014
Job Owner at Big Frog Custom TShirts & More
Industry Retail
Experience
Big Frog Custom T-Shirts & More February 2015 - Present
Girl Talk January 2009 - February 2015
Stadion Money Management March 2014 - September 2014
M&T Securities June 2011 - December 2013
Wilmington Trust January 2005 - May 2011
Balentine and Co April 1995 - January 2005
Sterne Agee 1990 - 1995
Johnson Lane 1986 - 1989
Skills
Equity Trading, ETFs, Equities, Options, Trading, Best Execution, Mutual Funds, Risk Management, Investment Management, Asset Management, Securities, Series 7, Series 63, Financial Advisory, Investments, Investment Advisory, Derivatives, Bonds, FINRA, Series 24, Financial Markets, Financial Services, Compliance, Equity Derivatives, Management, Operations Management, Operational Risk, Team Management, Project Management
Education
The University of Georgia 1979 — 1983
BA, Journalism and Communication
Big Frog Custom T-Shirts & More February 2015 - Present
Girl Talk January 2009 - February 2015
Stadion Money Management March 2014 - September 2014
M&T Securities June 2011 - December 2013
Wilmington Trust January 2005 - May 2011
Balentine and Co April 1995 - January 2005
Sterne Agee 1990 - 1995
Johnson Lane 1986 - 1989
Skills
Equity Trading, ETFs, Equities, Options, Trading, Best Execution, Mutual Funds, Risk Management, Investment Management, Asset Management, Securities, Series 7, Series 63, Financial Advisory, Investments, Investment Advisory, Derivatives, Bonds, FINRA, Series 24, Financial Markets, Financial Services, Compliance, Equity Derivatives, Management, Operations Management, Operational Risk, Team Management, Project Management
Education
The University of Georgia 1979 — 1983
BA, Journalism and Communication
Katie Kilch Katie Kilch's Stadion Money Management Experience January 2014 - Present
Job Regional Sales Consultant at Stadion Money Management
Industry Financial Services
Experience
Stadion Money Management January 2014 - Present
Stadion Money Management May 2008 - December 2013
Skills
401k, Marketing Strategy, Retirement Planning, Alternative Investments, Investment Strategies, Investments, Fixed Annuities, Retirement, Wealth Management, Asset Management, Asset Allocation, Insurance, Portfolio Management, Investment Advisory, Financial Services, Series 65, Project Management, Equities, Securities, Marketing
Education
The University of Georgia 2004 — 2008
BBA, Marketing
University of Georgia - Terry College of Business 2004 — 2008
BBA, Marketing
Stadion Money Management January 2014 - Present
Stadion Money Management May 2008 - December 2013
Skills
401k, Marketing Strategy, Retirement Planning, Alternative Investments, Investment Strategies, Investments, Fixed Annuities, Retirement, Wealth Management, Asset Management, Asset Allocation, Insurance, Portfolio Management, Investment Advisory, Financial Services, Series 65, Project Management, Equities, Securities, Marketing
Education
The University of Georgia 2004 — 2008
BBA, Marketing
University of Georgia - Terry College of Business 2004 — 2008
BBA, Marketing
Holly MacMillan Holly MacMillan's Stadion Money Management Experience 2009 - Present
Job Marketing Coordinator at Stadion Money Management
Industry Financial Services
Experience
Stadion Money Management 2009 - Present
Genworth Financial March 2007 - February 2009
SunTrust Banks, Inc. December 2002 - March 2007
INVESCO December 2000 - December 2004
Investors Financial Group August 1997 - December 2000
Merrill Lynch August 1995 - May 1997
Skills
Salesforce
Education
University of Georgia - Terry College of Business 1990 — 1994
BBA, Finance
Stadion Money Management 2009 - Present
Genworth Financial March 2007 - February 2009
SunTrust Banks, Inc. December 2002 - March 2007
INVESCO December 2000 - December 2004
Investors Financial Group August 1997 - December 2000
Merrill Lynch August 1995 - May 1997
Skills
Salesforce
Education
University of Georgia - Terry College of Business 1990 — 1994
BBA, Finance
Kerr McGowan Kerr McGowan's Stadion Money Management Experience June 2007 - Present
Job Sales and Advisor Services, Stadion Money Management
Industry Financial Services
Experience
Stadion Money Management June 2007 - Present
Skills
Investments, Asset Management, Equities, Mutual Funds, Series 63, Series 7, Portfolio Management, Financial Services, ETFs, Asset Allocation, Salesforce.com, Financial Analysis, 401k, Wealth Management, Investment Advisory, Investment Strategies, Insurance, Alternative Investments, Retirement, Securities
Education
The University of Georgia 2012 — 2014
Masters in Business Administration
University of Georgia - Terry College of Business 2005 — 2007
BBA, Finance
Mercer University - Stetson School of Business and Economics 2003 — 2005
BBA, Finance
Stadion Money Management June 2007 - Present
Skills
Investments, Asset Management, Equities, Mutual Funds, Series 63, Series 7, Portfolio Management, Financial Services, ETFs, Asset Allocation, Salesforce.com, Financial Analysis, 401k, Wealth Management, Investment Advisory, Investment Strategies, Insurance, Alternative Investments, Retirement, Securities
Education
The University of Georgia 2012 — 2014
Masters in Business Administration
University of Georgia - Terry College of Business 2005 — 2007
BBA, Finance
Mercer University - Stetson School of Business and Economics 2003 — 2005
BBA, Finance
Stephanie Hunt, AIF® Stephanie Hunt, AIF®'s Stadion Money Management Experience May 2013 - Present
Job VP, Retirement Plan Marketing at Stadion Money Management
Industry Investment Management
Experience
Stadion Money Management May 2013 - Present
Greenspring Wealth Management April 2011 - May 2013
The (k)larity Group January 2008 - April 2011
Broad Street Capital Advisors, LLC 2004 - 2007
Banc of America Advisors, LLC January 1999 - January 2003
Bank of America January 2000 - January 2002
Bank of America January 1999 - January 2000
Skills
Retirement, Investments, Series 65, Retirement Planning, Asset Allocation, Mutual Funds, Series 7, Employee Benefits, Securities, 401k, Series 63, Financial Services
Education
Georgia Southern University 1995 — 1999
Bachelor of Business Administration, Finance - Cum Laude
Stadion Money Management May 2013 - Present
Greenspring Wealth Management April 2011 - May 2013
The (k)larity Group January 2008 - April 2011
Broad Street Capital Advisors, LLC 2004 - 2007
Banc of America Advisors, LLC January 1999 - January 2003
Bank of America January 2000 - January 2002
Bank of America January 1999 - January 2000
Skills
Retirement, Investments, Series 65, Retirement Planning, Asset Allocation, Mutual Funds, Series 7, Employee Benefits, Securities, 401k, Series 63, Financial Services
Education
Georgia Southern University 1995 — 1999
Bachelor of Business Administration, Finance - Cum Laude
Robert Flink Robert Flink's Stadion Money Management Experience May 2014 - Present
Job Regional Vice President, Investments at Stadion Money Management
Industry Investment Management
Experience
Stadion Money Management May 2014 - Present
Realty Capital Securities July 2009 - May 2014
Milwaukee Brewers Baseball Club February 2009 - October 2013
Cole Capital February 2009 - July 2009
Merrill Lynch February 2008 - January 2009
Morgan Stanley Smith Barney March 2007 - February 2008
Smith & Nephew June 2005 - August 2006
Janssen, Pharmaceutical Companies of Johnson and Johnson March 2004 - June 2005
Rock Ridge Country Club February 2002 - March 2004
Nicholls State University August 2000 - January 2002
Skills
Alternative Investments, Series 7, Mutual Funds, Series 66
Education
University of Georgia - Terry College of Business 2012 — 2015
Executive Program in Financial Planning
Southeastern Louisiana University 1998 — 2000
B.A.
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 1998 — 1998
N/A
University of North Carolina at Asheville 1995 — 1997
Stadion Money Management May 2014 - Present
Realty Capital Securities July 2009 - May 2014
Milwaukee Brewers Baseball Club February 2009 - October 2013
Cole Capital February 2009 - July 2009
Merrill Lynch February 2008 - January 2009
Morgan Stanley Smith Barney March 2007 - February 2008
Smith & Nephew June 2005 - August 2006
Janssen, Pharmaceutical Companies of Johnson and Johnson March 2004 - June 2005
Rock Ridge Country Club February 2002 - March 2004
Nicholls State University August 2000 - January 2002
Skills
Alternative Investments, Series 7, Mutual Funds, Series 66
Education
University of Georgia - Terry College of Business 2012 — 2015
Executive Program in Financial Planning
Southeastern Louisiana University 1998 — 2000
B.A.
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 1998 — 1998
N/A
University of North Carolina at Asheville 1995 — 1997
Dave Weisman Dave Weisman's Stadion Money Management Experience 2009 - 2012
Job Vice President at Churchill Management Group
Industry Financial Services
Experience
Churchill Management Group October 2014 - Present
Beaumont Financial Partners, LLC 2012 - 2013
Stadion Money Management 2009 - 2012
Charles Schwab March 2005 - 2009
Prudential Investments 2001 - 2005
Nuveen Investments 1997 - 2001
Skills
Budgets, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning
Education
Rider University 1986 — 1991
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Churchill Management Group October 2014 - Present
Beaumont Financial Partners, LLC 2012 - 2013
Stadion Money Management 2009 - 2012
Charles Schwab March 2005 - 2009
Prudential Investments 2001 - 2005
Nuveen Investments 1997 - 2001
Skills
Budgets, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning
Education
Rider University 1986 — 1991
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Clay Alliston Clay Alliston's Stadion Money Management Experience August 2002 - 2013
Job Executive Vice President at Trademark Capital Management, Inc.
Industry Financial Services
Experience
Stadion Money Management August 2002 - 2013
Stadion Money Management March 2005 - October 2010
Stadion Money Management August 2002 - March 2005
Education
Yale University 1996 — 2001
Economics, Architecture
Georgia College and State University
Economics
Stadion Money Management August 2002 - 2013
Stadion Money Management March 2005 - October 2010
Stadion Money Management August 2002 - March 2005
Education
Yale University 1996 — 2001
Economics, Architecture
Georgia College and State University
Economics
Amanda Butterworth's Stadion Money Management Experience September 2014 - May 2015
Job Vice President, Enterprise Resolution Plan Project Manager
Industry Banking
Experience
SunTrust August 2015 - Present
Stadion Money Management September 2014 - May 2015
Fulton County August 2014 - April 2015
Fulton County May 2014 - August 2014
Athens-Clarke County June 2013 - August 2013
Teach For America July 2010 - May 2012
The Laurens Firm, LLC, Atlanta, GA December 2009 - May 2010
Skills
Business Negotation, Family Law, Legal Research, Staff Development, French, Teaching, Training, Classroom, Lesson Planning, Foreign Languages, Editing
Education
University of Georgia School of Law 2012 — 2015
Doctor of Law (J.D.)
Emory University 2006 — 2010
Comparative Literature, French Studies, 3.82, summa cum laude
Sequoyah High School 2002 — 2006
SunTrust August 2015 - Present
Stadion Money Management September 2014 - May 2015
Fulton County August 2014 - April 2015
Fulton County May 2014 - August 2014
Athens-Clarke County June 2013 - August 2013
Teach For America July 2010 - May 2012
The Laurens Firm, LLC, Atlanta, GA December 2009 - May 2010
Skills
Business Negotation, Family Law, Legal Research, Staff Development, French, Teaching, Training, Classroom, Lesson Planning, Foreign Languages, Editing
Education
University of Georgia School of Law 2012 — 2015
Doctor of Law (J.D.)
Emory University 2006 — 2010
Comparative Literature, French Studies, 3.82, summa cum laude
Sequoyah High School 2002 — 2006
Will McGough, CFA Will McGough, CFA's Stadion Money Management Experience January 2010 - Present
Job Portfolio Manager at Stadion Money Management
Industry Investment Management
Experience
Stadion Money Management January 2010 - Present
Stadion Money Management January 2007 - January 2010
Stadion Money Management September 2003 - January 2007
Education
University of Georgia - Terry College of Business 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Mountain Brook High School 1996 — 1999
Stadion Money Management January 2010 - Present
Stadion Money Management January 2007 - January 2010
Stadion Money Management September 2003 - January 2007
Education
University of Georgia - Terry College of Business 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Mountain Brook High School 1996 — 1999
Ryan Schnittker, CFP® Ryan Schnittker, CFP®'s Stadion Money Management Experience February 2014 - Present
Job Regional Vice President at Stadion Money Management
Industry Financial Services
Experience
Stadion Money Management February 2014 - Present
OBS Financial Services, Inc. 2013 - 2014
Symetra 2012 - 2013
Meeder Investment Management 2005 - 2012
Meeder Investment Management 2002 - 2005
Skills
Mutual Funds, Investments, Investment Management, Asset Management, Financial Services, 401k, Financial Advisory, Public Speaking, Strategic Planning
Education
Bowling Green State University 1997 — 2001
BSBA, Finance
Stadion Money Management February 2014 - Present
OBS Financial Services, Inc. 2013 - 2014
Symetra 2012 - 2013
Meeder Investment Management 2005 - 2012
Meeder Investment Management 2002 - 2005
Skills
Mutual Funds, Investments, Investment Management, Asset Management, Financial Services, 401k, Financial Advisory, Public Speaking, Strategic Planning
Education
Bowling Green State University 1997 — 2001
BSBA, Finance
Tim McCabe Tim McCabe's Stadion Money Management Experience 2003 - Present
Job Senior Vice President National Sales Manager
Industry Financial Services
Experience
Stadion Money Management 2003 - Present
Fidelity Investments 1996 - 2002
New York Life Insurance Company 1990 - 1995
Skills
Series 63, Series 7, 401k, Retirement, Mutual Funds, Asset Allocation, Retirement Planning, Investment Advisory, Alternative Investments, Pensions, Investments, Series 65, Separately Managed..., Series 6, ETFs, Investment Strategies
Education
Georgia State University - J. Mack Robinson College of Business 1988 — 1992
MS, Risk Management
University of Georgia - Terry College of Business 1982 — 1987
BBA, Finance
Stadion Money Management 2003 - Present
Fidelity Investments 1996 - 2002
New York Life Insurance Company 1990 - 1995
Skills
Series 63, Series 7, 401k, Retirement, Mutual Funds, Asset Allocation, Retirement Planning, Investment Advisory, Alternative Investments, Pensions, Investments, Series 65, Separately Managed..., Series 6, ETFs, Investment Strategies
Education
Georgia State University - J. Mack Robinson College of Business 1988 — 1992
MS, Risk Management
University of Georgia - Terry College of Business 1982 — 1987
BBA, Finance
Danielle Bezila Danielle Bezila's Stadion Money Management Experience January 2015 - Present
Job Marketing Project Manager at Stadion Money Management
Industry Financial Services
Experience
Stadion Money Management January 2015 - Present
Stadion Money Management January 2014 - Present
Scripps Networks Interactive Inc. January 2012 - July 2013
Atlanta Braves January 2011 - November 2011
Atlanta Braves May 2010 - January 2011
The Hotel at Auburn University and Dixon Conference Center March 2009 - April 2010
Riordan Restaurants December 2003 - November 2008
Skills
Event Management, Integrated Marketing, Email Marketing, Training, Corporate Events, Social Media, Sponsorship Sales, Advertising Sales, Sponsorship, Management, Customer Service
Education
Auburn University 2006 — 2010
Bachelor of Arts, Public Relations
Stadion Money Management January 2015 - Present
Stadion Money Management January 2014 - Present
Scripps Networks Interactive Inc. January 2012 - July 2013
Atlanta Braves January 2011 - November 2011
Atlanta Braves May 2010 - January 2011
The Hotel at Auburn University and Dixon Conference Center March 2009 - April 2010
Riordan Restaurants December 2003 - November 2008
Skills
Event Management, Integrated Marketing, Email Marketing, Training, Corporate Events, Social Media, Sponsorship Sales, Advertising Sales, Sponsorship, Management, Customer Service
Education
Auburn University 2006 — 2010
Bachelor of Arts, Public Relations
Patrick Thompson Patrick Thompson's Stadion Money Management Experience June 2013 - June 2014
Job Senior Sales Consultant at Meltwater
Industry Marketing and Advertising
Experience
Meltwater June 2014 - Present
Stadion Money Management June 2013 - June 2014
Athens Academy January 2011 - May 2014
Reebok May 2012 - August 2012
Skills
Microsoft Office, Windows, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Customer Service, Photoshop, Data Analysis, Marketing, Research, Java, HTML, Social Media Marketing, Event Planning, SQL, Facebook, Teamwork, Public Relations, Social Networking, Blogging
Education
The University of Georgia 2009 — 2013
Bachelor of Business Administration (BBA), Marketing
Meltwater June 2014 - Present
Stadion Money Management June 2013 - June 2014
Athens Academy January 2011 - May 2014
Reebok May 2012 - August 2012
Skills
Microsoft Office, Windows, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Customer Service, Photoshop, Data Analysis, Marketing, Research, Java, HTML, Social Media Marketing, Event Planning, SQL, Facebook, Teamwork, Public Relations, Social Networking, Blogging
Education
The University of Georgia 2009 — 2013
Bachelor of Business Administration (BBA), Marketing
Chris Hawn Chris Hawn's Stadion Money Management Experience May 2013 - Present
Job VP, Investments and Institutional Consultant at Stadion Money Management
Industry Investment Management
Experience
Stadion Money Management May 2013 - Present
KBS Capital Markets Group April 2012 - April 2013
The Hartford April 2002 - April 2010
Skills
Series 7, Series 65, Alternative Investments, Mutual Funds, Series 63, Series 6
Education
Cabrini College
Bachelor of Business Administration (BBA)
Stadion Money Management May 2013 - Present
KBS Capital Markets Group April 2012 - April 2013
The Hartford April 2002 - April 2010
Skills
Series 7, Series 65, Alternative Investments, Mutual Funds, Series 63, Series 6
Education
Cabrini College
Bachelor of Business Administration (BBA)
Clayton Fresk, CFA Clayton Fresk, CFA's Stadion Money Management Experience October 2009 - Present
Job Portfolio Manager at Stadion Money Management
Industry Financial Services
Experience
Stadion Money Management October 2009 - Present
RiverSource Investments, LLC March 2007 - August 2009
Piper Jaffray September 2005 - March 2007
Piper Jaffray March 2004 - September 2005
Piper Jaffray August 2001 - March 2004
Education
University of Minnesota - Carlson School of Management 2004 — 2006
MBA
University of Minnesota - Carlson School of Management 1997 — 2001
Stadion Money Management October 2009 - Present
RiverSource Investments, LLC March 2007 - August 2009
Piper Jaffray September 2005 - March 2007
Piper Jaffray March 2004 - September 2005
Piper Jaffray August 2001 - March 2004
Education
University of Minnesota - Carlson School of Management 2004 — 2006
MBA
University of Minnesota - Carlson School of Management 1997 — 2001
Jon North Jon North's Stadion Money Management Experience March 2015 - Present
Job Internal Sales Associate at Stadion Money Management
Industry Financial Services
Experience
Stadion Money Management March 2015 - Present
Beckett & Associates Investment Services June 2013 - March 2015
SunTrust Bank July 2012 - June 2013
Wells Fargo August 2010 - July 2012
Education
Piedmont College 2008 — 2010
Bachelor's Degree, Business Administration
Covenant College 2004 — 2005
Stadion Money Management March 2015 - Present
Beckett & Associates Investment Services June 2013 - March 2015
SunTrust Bank July 2012 - June 2013
Wells Fargo August 2010 - July 2012
Education
Piedmont College 2008 — 2010
Bachelor's Degree, Business Administration
Covenant College 2004 — 2005
Andrew Rasmussen Andrew Rasmussen's Stadion Money Management Experience September 2005 - August 2007
Job Financial Advisor
Industry Financial Services
Experience
Northwestern Mutual July 2010 - Present
University of Georgia June 2009 - July 2010
University of Georgia August 2007 - May 2009
Stadion Money Management September 2005 - August 2007
Education
University of Georgia - Terry College of Business 2001 — 2005
BBA, Finance
The University of Georgia 2007 — 2009
Master of Education
Northwestern Mutual July 2010 - Present
University of Georgia June 2009 - July 2010
University of Georgia August 2007 - May 2009
Stadion Money Management September 2005 - August 2007
Education
University of Georgia - Terry College of Business 2001 — 2005
BBA, Finance
The University of Georgia 2007 — 2009
Master of Education
Alex Carlson Alex Carlson's Stadion Money Management Experience September 2014 - May 2015
Job Investment Banking Analyst Healthcare
Industry Investment Banking
Experience
Allen Mooney Barnes June 2015 - Present
Stadion Money Management September 2014 - May 2015
UGA Student Managed Investment Fund August 2014 - May 2015
SunTrust Robinson Humphrey June 2014 - August 2014
UGA Student Managed Investment Fund August 2013 - May 2014
Army National Guard September 2010 - August 2013
Skills
Analysis, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Leadership, Financial Modeling, Microsoft Word, Finance, Teamwork, Data Analysis, Public Speaking
Education
The University of Georgia 2012 — 2015
BBA, Finance, 3.8
Allen Mooney Barnes June 2015 - Present
Stadion Money Management September 2014 - May 2015
UGA Student Managed Investment Fund August 2014 - May 2015
SunTrust Robinson Humphrey June 2014 - August 2014
UGA Student Managed Investment Fund August 2013 - May 2014
Army National Guard September 2010 - August 2013
Skills
Analysis, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Leadership, Financial Modeling, Microsoft Word, Finance, Teamwork, Data Analysis, Public Speaking
Education
The University of Georgia 2012 — 2015
BBA, Finance, 3.8
Addison Hagan Addison Hagan's Stadion Money Management Experience August 2009 - November 2013
Job Vice President at Trust Company of the West
Industry Investment Management
Experience
Trust Company of the West November 2013 - Present
Stadion Money Management August 2009 - November 2013
Transamerica Mutual Funds October 2008 - June 2009
U.S. Trust, Bank of America Private Wealth Management July 2006 - October 2008
Wachovia Bank September 2005 - July 2006
Putnam Investments August 1997 - September 2005
United States Marine Corps November 1992 - August 1997
Skills
Wealth Management, Mutual Funds, Portfolio Management, Series 7, Financial Advisory, Banking, High Net Worth..., Marketing, Alternative Investments, Asset Allocation, Series 63, Asset Management, Investment Strategies, Investments, Retirement Planning, Investment Advisory, Technical Analysis, Salesforce.com, Marketing Strategy
Education
Virginia Military Institute
BA
Hampden-Sydney College
Trust Company of the West November 2013 - Present
Stadion Money Management August 2009 - November 2013
Transamerica Mutual Funds October 2008 - June 2009
U.S. Trust, Bank of America Private Wealth Management July 2006 - October 2008
Wachovia Bank September 2005 - July 2006
Putnam Investments August 1997 - September 2005
United States Marine Corps November 1992 - August 1997
Skills
Wealth Management, Mutual Funds, Portfolio Management, Series 7, Financial Advisory, Banking, High Net Worth..., Marketing, Alternative Investments, Asset Allocation, Series 63, Asset Management, Investment Strategies, Investments, Retirement Planning, Investment Advisory, Technical Analysis, Salesforce.com, Marketing Strategy
Education
Virginia Military Institute
BA
Hampden-Sydney College
Steve Beard Steve Beard's Stadion Money Management Experience 2007 - Present
Job Senior Vice President at Stadion Money Management
Industry Marketing and Advertising
Experience
Stadion Money Management 2007 - Present
Stephen Beard & Associates 1996 - 2007
Education
Auburn University 1969 — 1973
Stadion Money Management 2007 - Present
Stephen Beard & Associates 1996 - 2007
Education
Auburn University 1969 — 1973
Michael Lukchis Michael Lukchis's Stadion Money Management Experience August 2015 - Present
Job External Wholesaler, Regional Vice President at Stadion Money Management
Industry Financial Services
Experience
Stadion Money Management August 2015 - Present
Alpine Funds September 2012 - July 2015
PIMCO October 2006 - September 2012
Morgan Stanley May 2005 - May 2006
Skills
Alternative Investments, Mutual Funds, Asset Allocation, Investment Management, Asset Management, ETFs, Equities, Finance, Wealth Management
Education
Ohio Wesleyan University 2000 — 2004
Bachelor of Arts (BA), Economics
Danbury High School 1996 — 2000
Stadion Money Management August 2015 - Present
Alpine Funds September 2012 - July 2015
PIMCO October 2006 - September 2012
Morgan Stanley May 2005 - May 2006
Skills
Alternative Investments, Mutual Funds, Asset Allocation, Investment Management, Asset Management, ETFs, Equities, Finance, Wealth Management
Education
Ohio Wesleyan University 2000 — 2004
Bachelor of Arts (BA), Economics
Danbury High School 1996 — 2000
Brian Rosso Brian Rosso's Stadion Money Management Experience February 2015 - Present
Job Portfolio Management Intern at Stadion Money Management
Industry Financial Services
Experience
Stadion Money Management February 2015 - Present
Stadion Money Management October 2014 - January 2015
Vickery Financial Services, Inc. June 2012 - October 2014
Your Pie November 2010 - May 2012
Skills
Customer Service, Wealth Management, Retirement Planning, Investment Advisory, Microsoft Excel, Retirement, Valuation, Equity Research, Corporate Finance, PowerPoint, Teamwork, Strategic Financial..., Finance
Education
University of Georgia - Terry College of Business 2013 — 2014
University of Georgia - Terry College of Business 2010 — 2014
Bachelor of Business Administration in Banking and Finance
Stadion Money Management February 2015 - Present
Stadion Money Management October 2014 - January 2015
Vickery Financial Services, Inc. June 2012 - October 2014
Your Pie November 2010 - May 2012
Skills
Customer Service, Wealth Management, Retirement Planning, Investment Advisory, Microsoft Excel, Retirement, Valuation, Equity Research, Corporate Finance, PowerPoint, Teamwork, Strategic Financial..., Finance
Education
University of Georgia - Terry College of Business 2013 — 2014
University of Georgia - Terry College of Business 2010 — 2014
Bachelor of Business Administration in Banking and Finance
Adam Zarkowsky Adam Zarkowsky's Stadion Money Management Experience May 2003 - Present
Job Senior Application Developer at PMFM, Inc.
Industry Financial Services
Experience
Stadion Money Management May 2003 - Present
UGA - Enterprise Information Technology Support September 1999 - May 2002
Education
The University of Georgia 2002 — 2003
Master of Internet Technology, MIS / IT
University of Georgia - Terry College of Business 1998 — 2002
Bachelor of Business Administration, MIS / IT
Stadion Money Management May 2003 - Present
UGA - Enterprise Information Technology Support September 1999 - May 2002
Education
The University of Georgia 2002 — 2003
Master of Internet Technology, MIS / IT
University of Georgia - Terry College of Business 1998 — 2002
Bachelor of Business Administration, MIS / IT
Danny Mack Danny Mack's Stadion Money Management Experience April 2008 - September 2013
Job Investment Management at Arcus Capital Partners
Industry Investment Management
Experience
Arcus Capital Partners September 2013 - Present
Stadion Money Management April 2008 - September 2013
Fisher Investments May 2007 - April 2008
Skills
Equities, Portfolio Management, Investment Management, Trading, ETFs, Commodity, Investment Strategies, Securities, Currency, Technical Analysis, Macro Analysis, Tactical Asset..., Alternative Investment..., Global Macro, Volatility Arbitrage, Tactical Management
Education
University of Georgia - Terry College of Business
Bachelor of Business Administration (B.B.A.), Economics, Finance
The University of Georgia
Economics, Finance
Arcus Capital Partners September 2013 - Present
Stadion Money Management April 2008 - September 2013
Fisher Investments May 2007 - April 2008
Skills
Equities, Portfolio Management, Investment Management, Trading, ETFs, Commodity, Investment Strategies, Securities, Currency, Technical Analysis, Macro Analysis, Tactical Asset..., Alternative Investment..., Global Macro, Volatility Arbitrage, Tactical Management
Education
University of Georgia - Terry College of Business
Bachelor of Business Administration (B.B.A.), Economics, Finance
The University of Georgia
Economics, Finance
Sean Livingston's Stadion Money Management Experience August 2015 - Present
Job Internal Retail/Retirement Sales Intern at Stadion Money Management
Industry Financial Services
Experience
Stadion Money Management August 2015 - Present
Athens Country Club March 2013 - August 2015
Enterprise Rent-A-Car May 2012 - August 2012
Blackwater Preserve February 2012 - August 2012
Skills
Learning Quickly, Social Networking, Social Skills, Personnel Management, Strategic Leadership, Innovation Development, Design Thinking, Product Development, Entrepreneurship, Outsourcing, Tech Savy, Organizational..., Customer Service, Financial Analysis, Strategic Financial..., Financial Services, Networking, Problem Solving, Creative Solutions, Creativity, Public Speaking, Financial Planning
Education
Georgia Gwinnett College 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Georgia Southern University 2010 — 2012
Stadion Money Management August 2015 - Present
Athens Country Club March 2013 - August 2015
Enterprise Rent-A-Car May 2012 - August 2012
Blackwater Preserve February 2012 - August 2012
Skills
Learning Quickly, Social Networking, Social Skills, Personnel Management, Strategic Leadership, Innovation Development, Design Thinking, Product Development, Entrepreneurship, Outsourcing, Tech Savy, Organizational..., Customer Service, Financial Analysis, Strategic Financial..., Financial Services, Networking, Problem Solving, Creative Solutions, Creativity, Public Speaking, Financial Planning
Education
Georgia Gwinnett College 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Georgia Southern University 2010 — 2012
Ron Rodriguez's Stadion Money Management Experience February 2015 - Present
Job Regional VicePresident at Stadion Money Management
Industry Investment Management
Experience
Stadion Money Management February 2015 - Present
Resource Real Estate 2013 - 2014
Realty Capital Securities 2012 - 2013
Griffin Capital 2010 - 2012
SunAmerica Financial Group 2008 - 2009
The Hartford 2006 - 2008
Washington Mutual 2004 - 2006
CUNA Mutual Group 2001 - 2004
JPMorgan Chase 1996 - January 2001
Skills
Alternative Investments, Mutual Funds, Asset Allocation, Investments, Financial Advisory, Securities, Series 63, Retirement Planning, Portfolio Management, Fixed Annuities, Retirement, Series 7, Relationship Management, Strategic Financial..., 401k, Wealth Management, Financial Services, Series 24, Asset Managment, Variable Annuities, FINRA, Wealth Accumulation, Asset Management, Equities, Series 6, Finance, Uniform Combined State..., Series 65, ETFs, Liquid Alternatives, Sales Process, Territory Development, Sales Presentations, Real Estate Investment, Wholesaling, Financial Planning, Public Speaking, Investment Advisory, Investment Strategies, Investment Management, Financial Markets, Separately Managed..., Wealth Management..., Fixed Income, Wealth, IRAs, Life Insurance, Wholesale
Education
University of St. Thomas (TX) 2000 — 2001
CFP, Certified Financial Planner Certification Education Program
The University of Texas at San Antonio 1986 — 1991
Economics
San Antonio College 1984 — 1986
Economics/Political Science
Stadion Money Management February 2015 - Present
Resource Real Estate 2013 - 2014
Realty Capital Securities 2012 - 2013
Griffin Capital 2010 - 2012
SunAmerica Financial Group 2008 - 2009
The Hartford 2006 - 2008
Washington Mutual 2004 - 2006
CUNA Mutual Group 2001 - 2004
JPMorgan Chase 1996 - January 2001
Skills
Alternative Investments, Mutual Funds, Asset Allocation, Investments, Financial Advisory, Securities, Series 63, Retirement Planning, Portfolio Management, Fixed Annuities, Retirement, Series 7, Relationship Management, Strategic Financial..., 401k, Wealth Management, Financial Services, Series 24, Asset Managment, Variable Annuities, FINRA, Wealth Accumulation, Asset Management, Equities, Series 6, Finance, Uniform Combined State..., Series 65, ETFs, Liquid Alternatives, Sales Process, Territory Development, Sales Presentations, Real Estate Investment, Wholesaling, Financial Planning, Public Speaking, Investment Advisory, Investment Strategies, Investment Management, Financial Markets, Separately Managed..., Wealth Management..., Fixed Income, Wealth, IRAs, Life Insurance, Wholesale
Education
University of St. Thomas (TX) 2000 — 2001
CFP, Certified Financial Planner Certification Education Program
The University of Texas at San Antonio 1986 — 1991
Economics
San Antonio College 1984 — 1986
Economics/Political Science
Chris Solodyna's Stadion Money Management Experience May 2011 - November 2011
Job VP, Manager, Business Development and Hybrid Wholesaling Incapital
Industry Financial Services
Experience
Incapital March 2013 - August 2015
Sammons Retirement Solutions November 2011 - November 2012
Stadion Money Management May 2011 - November 2011
McKendrySnow Financial Distributors December 2010 - November 2011
John Hancock, USA January 2009 - November 2010
John Hancock, USA December 2005 - January 2009
John Hancock USA August 2004 - December 2005
Pimco Advisors, LLC April 2002 - August 2004
Bernstein Investment Research and Management March 2000 - April 2002
Skills
Mutual Funds, Variable Annuities, Fixed Annuities, Separately Managed..., 529 Plans, Sales Presentations, Salesforce Training, Public Speaking, Business Development, Series 7, Management, Series 63, Portfolio Management, Asset Allocation, 401k, Series 6, Sales, Retirement Planning, Retirement, Investments, Equities, Strategic Financial..., Financial Services, Series 65
Education
Sacred Heart University 1995 — 1999
MS
Canton high 1991 — 1995
Incapital March 2013 - August 2015
Sammons Retirement Solutions November 2011 - November 2012
Stadion Money Management May 2011 - November 2011
McKendrySnow Financial Distributors December 2010 - November 2011
John Hancock, USA January 2009 - November 2010
John Hancock, USA December 2005 - January 2009
John Hancock USA August 2004 - December 2005
Pimco Advisors, LLC April 2002 - August 2004
Bernstein Investment Research and Management March 2000 - April 2002
Skills
Mutual Funds, Variable Annuities, Fixed Annuities, Separately Managed..., 529 Plans, Sales Presentations, Salesforce Training, Public Speaking, Business Development, Series 7, Management, Series 63, Portfolio Management, Asset Allocation, 401k, Series 6, Sales, Retirement Planning, Retirement, Investments, Equities, Strategic Financial..., Financial Services, Series 65
Education
Sacred Heart University 1995 — 1999
MS
Canton high 1991 — 1995
Ashley Reinhardt's Stadion Money Management Experience July 2009 - Present
Job Regional Sales Consultant
Industry Investment Management
Experience
Stadion Money Management July 2009 - Present
Fire & Flavor January 2009 - May 2009
Aflac June 2008 - August 2008
Insight Global May 2005 - June 2007
Skills
Business Development, Competitive Analysis, Marketing Strategy, Sales, Relationship Management
Education
University of Georgia - Terry College of Business 2007 — 2009
MBA, Marketing
The University of Georgia 2001 — 2005
BA, Marketing
Stadion Money Management July 2009 - Present
Fire & Flavor January 2009 - May 2009
Aflac June 2008 - August 2008
Insight Global May 2005 - June 2007
Skills
Business Development, Competitive Analysis, Marketing Strategy, Sales, Relationship Management
Education
University of Georgia - Terry College of Business 2007 — 2009
MBA, Marketing
The University of Georgia 2001 — 2005
BA, Marketing
Rob Dailey's Stadion Money Management Experience September 2008 - Present
Job Analyst at Stadion Money Management
Industry Investment Management
Experience
Stadion Money Management September 2008 - Present
R.W. Dailey Investments LLC May 2007 - September 2008
AmerPark January 2006 - September 2008
AmeriPark September 2001 - January 2006
Skills
Equities, Asset Allocation, Fixed Income, Alternative Investments, Trading, Asset Management, Investments, Hedge Funds, ETFs, Portfolio Management, Investment Strategies, Mutual Funds, Investment Management, Technical Analysis, Securities, Options, Project Management, Investment Advisory
Education
Georgia Perimeter College 1999 — 2003
Business Administration
University of Georgia - Terry College of Business 1999 — 2000
Business Administration
Stadion Money Management September 2008 - Present
R.W. Dailey Investments LLC May 2007 - September 2008
AmerPark January 2006 - September 2008
AmeriPark September 2001 - January 2006
Skills
Equities, Asset Allocation, Fixed Income, Alternative Investments, Trading, Asset Management, Investments, Hedge Funds, ETFs, Portfolio Management, Investment Strategies, Mutual Funds, Investment Management, Technical Analysis, Securities, Options, Project Management, Investment Advisory
Education
Georgia Perimeter College 1999 — 2003
Business Administration
University of Georgia - Terry College of Business 1999 — 2000
Business Administration
Sean Parchment's Stadion Money Management Experience February 2013 - October 2014
Job Regional Vice President at ProShares
Industry Capital Markets
Experience
ProShares October 2014 - Present
Stadion Money Management February 2013 - October 2014
Neuberger Berman September 2008 - February 2013
J&W Seligman May 2008 - September 2008
UBS Investment Bank May 2002 - April 2007
Prudential Financial September 2000 - May 2002
Skills
Series 7, Series 63, Series 65, ETFs, Separately Managed..., Alternative Investments, Mutual Funds, Investment Strategies, Equities, Investments, Securities, Asset Management, Wealth Management, Fixed Income, Investment Advisory, Uniform Combined State..., FINRA, Investment Management, Portfolio Management, Financial Services, Asset Allocation, Retirement Planning, Hedge Funds, Trading, Fund Of Funds, Equity Trading, Private Equity, Finance, Options
Education
Pace University - Lubin School of Business 1996 — 2000
ProShares October 2014 - Present
Stadion Money Management February 2013 - October 2014
Neuberger Berman September 2008 - February 2013
J&W Seligman May 2008 - September 2008
UBS Investment Bank May 2002 - April 2007
Prudential Financial September 2000 - May 2002
Skills
Series 7, Series 63, Series 65, ETFs, Separately Managed..., Alternative Investments, Mutual Funds, Investment Strategies, Equities, Investments, Securities, Asset Management, Wealth Management, Fixed Income, Investment Advisory, Uniform Combined State..., FINRA, Investment Management, Portfolio Management, Financial Services, Asset Allocation, Retirement Planning, Hedge Funds, Trading, Fund Of Funds, Equity Trading, Private Equity, Finance, Options
Education
Pace University - Lubin School of Business 1996 — 2000
Chris Malkin's Stadion Money Management Experience February 2015 - Present
Job Regional Vice President Mid Atlantic at Stadion Money Management
Industry Financial Services
Experience
Stadion Money Management February 2015 - Present
Bankers Insurance, LLC May 2013 - February 2015
The Hartford November 2010 - March 2013
America's Home Resource January 2008 - November 2010
First Madison August 2007 - January 2008
Resource Bank December 2006 - July 2007
Option One Mortgage 2001 - 2006
Alliance Funding 1998 - 2001
Eagle National Bank 1997 - 1998
Skills
Selling, Sales Operations, Sales Process, Sales, Leadership, Management, Training, Banking, Loans, Mortgage Lending, Program Management, Real Estate, Financial Services, Pricing, Executive Management, Time Management, Mortgage Banking, Selling Skills, Series 63, Mutual Funds, Underwriting, Disability Insurance, Credit, Process Improvement, Strategic Planning, Salesforce.com, Sales Force Development, Account Management, Sales Management
Education
Minnesota State University, Moorhead 1993 — 1997
B.S. Marketing
Bismarck State College 1991 — 1993
associates, basic
Mandan Senior High 1986 — 1990
Graduated, Basic
Stadion Money Management February 2015 - Present
Bankers Insurance, LLC May 2013 - February 2015
The Hartford November 2010 - March 2013
America's Home Resource January 2008 - November 2010
First Madison August 2007 - January 2008
Resource Bank December 2006 - July 2007
Option One Mortgage 2001 - 2006
Alliance Funding 1998 - 2001
Eagle National Bank 1997 - 1998
Skills
Selling, Sales Operations, Sales Process, Sales, Leadership, Management, Training, Banking, Loans, Mortgage Lending, Program Management, Real Estate, Financial Services, Pricing, Executive Management, Time Management, Mortgage Banking, Selling Skills, Series 63, Mutual Funds, Underwriting, Disability Insurance, Credit, Process Improvement, Strategic Planning, Salesforce.com, Sales Force Development, Account Management, Sales Management
Education
Minnesota State University, Moorhead 1993 — 1997
B.S. Marketing
Bismarck State College 1991 — 1993
associates, basic
Mandan Senior High 1986 — 1990
Graduated, Basic
Blake Hood's Stadion Money Management Experience May 2009 - January 2010
Job Regional Director, Principal Funds at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2010 - Present
Stadion Money Management May 2009 - January 2010
Transamerica Investments May 2007 - January 2009
Evergreen Investments February 2001 - May 2007
Morgan Stanley October 1999 - January 2001
Education
North Carolina State University 1992 — 1996
BS, College of Management
Principal Financial Group January 2010 - Present
Stadion Money Management May 2009 - January 2010
Transamerica Investments May 2007 - January 2009
Evergreen Investments February 2001 - May 2007
Morgan Stanley October 1999 - January 2001
Education
North Carolina State University 1992 — 1996
BS, College of Management
Timothy R Murphy, CMFC's Stadion Money Management Experience June 2013 - Present
Job Regional Vice President at Stadion Money Management
Industry Financial Services
Experience
Stadion Money Management June 2013 - Present
The Hartford December 2004 - May 2013
The Hartford October 2003 - December 2004
The Hartford July 2002 - October 2003
Skills
Financial Advisory, Investments, Fixed Annuities, Retirement Planning, Series 6, Wealth Management, Series 63, Investment Strategies, Asset Allocation, Wholesaling, Wholesale, Retirement, Variable Annuities, Mutual Funds, Series 65
Education
Loyola College in Maryland 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, Finance, Cum Laude
Stadion Money Management June 2013 - Present
The Hartford December 2004 - May 2013
The Hartford October 2003 - December 2004
The Hartford July 2002 - October 2003
Skills
Financial Advisory, Investments, Fixed Annuities, Retirement Planning, Series 6, Wealth Management, Series 63, Investment Strategies, Asset Allocation, Wholesaling, Wholesale, Retirement, Variable Annuities, Mutual Funds, Series 65
Education
Loyola College in Maryland 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, Finance, Cum Laude
Matt Adcock's Stadion Money Management Experience June 2015 - Present
Job Internal Sales Associate at Stadion Money Management
Industry Financial Services
Experience
Stadion Money Management June 2015 - Present
SunTrust May 2013 - June 2015
BB&T August 2010 - May 2013
Wells Fargo October 2007 - August 2010
Amerisave Mortgage Corporation September 2006 - September 2007
Skills
Team Leadership, Performance Management, Exceed Sales Goals, Business Development, Customer Satisfaction, Banking Relationships, Relationship Management, Retail Banking, Deposits, Interest Rates, Consumer Lending, Small Business Lending, Real Estate Lending, Mortgage Lending, Home Equity Loans, Home Equity Lines of..., Unsecured Loans, Credit Cards, Credit Analysis, Financial Analysis, Financial Statements, Real Estate Transactions, Merchant Services, Treasury Services, Retirement Planning, Investments, Private Banking, Wealth Management, Refinance
Education
The University of Georgia
Political Science
Stadion Money Management June 2015 - Present
SunTrust May 2013 - June 2015
BB&T August 2010 - May 2013
Wells Fargo October 2007 - August 2010
Amerisave Mortgage Corporation September 2006 - September 2007
Skills
Team Leadership, Performance Management, Exceed Sales Goals, Business Development, Customer Satisfaction, Banking Relationships, Relationship Management, Retail Banking, Deposits, Interest Rates, Consumer Lending, Small Business Lending, Real Estate Lending, Mortgage Lending, Home Equity Loans, Home Equity Lines of..., Unsecured Loans, Credit Cards, Credit Analysis, Financial Analysis, Financial Statements, Real Estate Transactions, Merchant Services, Treasury Services, Retirement Planning, Investments, Private Banking, Wealth Management, Refinance
Education
The University of Georgia
Political Science
John Wiens's Stadion Money Management Experience 2011 - Present
Job VP Stadion Money Management
Industry Investment Management
Experience
Stadion Money Management 2011 - Present
Education
University of Alabama
Stadion Money Management 2011 - Present
Education
University of Alabama
David Pursell's Stadion Money Management Experience January 2012 - Present
Job Senior Portfolio Manager Trilogy at Stadion Money Management
Industry Financial Services
Experience
Stadion Money Management January 2012 - Present
Innovolt - investor 2010 - 2013
Skills
Investments, Portfolio Management, Wealth Management
Education
Emory University - Goizueta Business School 2006 — 2007
mba
Stadion Money Management January 2012 - Present
Innovolt - investor 2010 - 2013
Skills
Investments, Portfolio Management, Wealth Management
Education
Emory University - Goizueta Business School 2006 — 2007
mba
Dave Lacusky's Stadion Money Management Experience March 2013 - Present
Job SVP & NSM, Stadion Money Management
Industry Investment Management
Experience
Stadion Money Management March 2013 - Present
Forethought Financial Group, Inc. January 2013 - February 2013
The Hartford September 2008 - December 2012
The Hartford 2006 - 2008
The Hartford 2004 - 2006
PLANCO 2000 - 2004
PLANCO 1997 - 2000
Skills
Series 63, Series 6, Fixed Annuities, Mutual Funds, Variable Annuities, Retirement Planning, Series 65, Retirement, Series 24, FINRA, Media Skills Training, 401k
Education
Florida Atlantic University 1989 — 1992
Bachelor of Business Administration (B.B.A.), Marketing
University of Florida 1986 — 1987
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Stadion Money Management March 2013 - Present
Forethought Financial Group, Inc. January 2013 - February 2013
The Hartford September 2008 - December 2012
The Hartford 2006 - 2008
The Hartford 2004 - 2006
PLANCO 2000 - 2004
PLANCO 1997 - 2000
Skills
Series 63, Series 6, Fixed Annuities, Mutual Funds, Variable Annuities, Retirement Planning, Series 65, Retirement, Series 24, FINRA, Media Skills Training, 401k
Education
Florida Atlantic University 1989 — 1992
Bachelor of Business Administration (B.B.A.), Marketing
University of Florida 1986 — 1987
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Scott Randolph's Stadion Money Management Experience July 2005 - Present
Job Vice President of Retirement SalesMidWest/Southeast Region at Stadion Money Management
Industry Investment Management
Experience
Stadion Money Management July 2005 - Present
Education
Georgia State University 1984 — 1985
BBA, Business
Stadion Money Management July 2005 - Present
Education
Georgia State University 1984 — 1985
BBA, Business
Joff Pearlman's Stadion Money Management Experience February 2011 - August 2012
Job Regional Vice President at Transamerica Funds
Industry Financial Services
Experience
Transamerica Capital Inc. July 2014 - Present
The Hartford July 2012 - June 2014
Stadion Money Management February 2011 - August 2012
BIC Group, LLC September 2010 - February 2011
Allianz Global Investors/PIMCO Advisors, LP. 1987 - 2010
Skills
Separately Managed..., Mutual Funds, Series 7, Series 65, Series 63, ETFs, Wealth Management, Investment Strategies, Investment Advisory, Investments, Asset Managment, Fixed Income, Closed-end Funds, Investment Management, 529 Plans, Bonds, Alternative Investments, Hedge Funds
Education
State University of New York College at Oneonta 1983 — 1987
BS, Economics and FInance
Transamerica Capital Inc. July 2014 - Present
The Hartford July 2012 - June 2014
Stadion Money Management February 2011 - August 2012
BIC Group, LLC September 2010 - February 2011
Allianz Global Investors/PIMCO Advisors, LP. 1987 - 2010
Skills
Separately Managed..., Mutual Funds, Series 7, Series 65, Series 63, ETFs, Wealth Management, Investment Strategies, Investment Advisory, Investments, Asset Managment, Fixed Income, Closed-end Funds, Investment Management, 529 Plans, Bonds, Alternative Investments, Hedge Funds
Education
State University of New York College at Oneonta 1983 — 1987
BS, Economics and FInance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY